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JH Securitized Income ETF (JSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,534,646 from 2,247,471
Change+287,175 (+13%)
Value$126.5M (+$11.4M)
Filed 2026-11-06
Traphagen Investment Advisors LLC
INCREASED
Shares1,214,201 from 1,080,779
Change+133,422 (+12%)
Value$60.6M (+$5.3M)
Filed 2026-10-14
Grant Street Asset Management, Inc.
INCREASED
Shares926,305 from 881,588
Change+44,717 (+5%)
Value$46.2M (+$1.1M)
Filed 2026-10-26
Clearwater Capital Advisors, LLC
INCREASED
Shares898,042 from 867,681
Change+30,361 (+4%)
Value$44.8M (+$396.3K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares797,506 from 736,295
Change+61,211 (+8%)
Value$39.9M (+$2.2M)
Filed 2026-10-13
Atwood & Palmer Inc
INCREASED
Shares755,491 from 715,976
Change+39,515 (+6%)
Value$37.7M (+$1.0M)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares577,284 from 496,516
Change+80,768 (+16%)
Value$28.8M (+$3.4M)
Filed 2026-11-05
Financial Enhancement Group LLC
INCREASED
Shares545,120 from 527,115
Change+18,005 (+3%)
Value$27.3M (+$284.2K)
Filed 2026-10-08
Advisory Resource Group
INCREASED
Shares518,591 from 491,125
Change+27,466 (+6%)
Value$25.9M (+$737.6K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares512,494 from 510,145
Change+2,349 (+0%)
Value$25.6K (-$26.1M)
Filed 2026-11-02
Nottingham Advisors, Inc.
INCREASED
Shares506,984 from 348,302
Change+158,682 (+46%)
Value$25.4M (-$1.3M)
Filed 2026-10-29
Guardian Financial Partners, LLC
INCREASED
Shares460,565 from 432,477
Change+28,088 (+6%)
Value$23.0M (+$844.3K)
Filed 2026-11-04
Quaker Wealth Management, LLC
INCREASED
Shares278,175 from 267,746
Change+10,429 (+4%)
Value$13.9M (+$175.3K)
Filed 2026-10-22
Epiq Partners, LLC
DECREASED
Shares227,862 from 230,022
Change-2,160 (-1%)
Value$11.4M (-$404.6K)
Filed 2026-10-07
Apollon Wealth Management, LLC
INCREASED
Shares214,955 from 205,187
Change+9,768 (+5%)
Value$10.7M (+$222.9K)
Filed 2026-10-23
Rise Advisors, LLC
INCREASED
Shares205,052 from 186,724
Change+18,328 (+10%)
Value$10.2M (+$674.1K)
Filed 2026-10-16
Englebert Financial Advisers, LLC
INCREASED
Shares202,884 from 174,925
Change+27,959 (+16%)
Value$10.1M (+$1.2M)
Filed 2026-10-20
Buck Wealth Strategies, LLC
DECREASED
Shares198,433 from 201,240
Change-2,807 (-1%)
Value$9.9M (-$399.7K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares191,094 from 175,170
Change+15,924 (+9%)
Value$9.5M (+$568.9K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
INCREASED
Shares156,923 from 141,273
Change+15,650 (+11%)
Value$7.8M (+$599.0K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
INCREASED
Shares149,651 from 142,586
Change+7,065 (+5%)
Value$7.5M (+$168.8K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares143,371 from 141,819
Change+1,552 (+1%)
Value$7.2M (-$105.4K)
Filed 2026-10-26
Winebrenner Capital Management LLC
DECREASED
Shares134,803 from 144,792
Change-9,989 (-7%)
Value$6.7M (-$685.4K)
Filed 2026-10-07
Waterfront Wealth Inc.
INCREASED
Shares132,725 from 126,246
Change+6,479 (+5%)
Value$6.6M (+$177.5K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares132,623 from 113,474
Change+19,149 (+17%)
Value$6.6M (+$809.5K)
Filed 2026-10-07
Kestra Advisory Services, LLC
INCREASED
Shares129,183 from 106,293
Change+22,890 (+22%)
Value$6.4M (+$1.0M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares127,941 from 118,102
Change+9,839 (+8%)
Value$6.4M (+$338.8K)
Filed 2026-10-15
Miller Global Investments, LLC
INCREASED
Shares91,081 from 83,715
Change+7,366 (+9%)
Value$4.5M (+$259.7K)
Filed 2026-10-02
StoneCrest Wealth Management, Inc.
INCREASED
Shares87,612 from 80,733
Change+6,879 (+9%)
Value$4.4M (+$239.3K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares85,222 from 43,158
Change+42,064 (+97%)
Value$4.3M (+$2.0M)
Filed 2026-10-19
PNC Financial Services Group, Inc.
INCREASED
Shares80,491 from 61,054
Change+19,437 (+32%)
Value$4.0M (+$891.5K)
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares71,454 from 61,904
Change+9,550 (+15%)
Value$3.6M (+$401.9K)
Filed 2026-11-05
Sage Advisory Services, Ltd.Co.
DECREASED
Shares66,627 from 112,161
Change-45,534 (-41%)
Value$3.3M (-$2.4M)
Filed 2026-10-29
Castle Rock Wealth Management, LLC
INCREASED
Shares66,344 from 63,191
Change+3,153 (+5%)
Value$3.3M (+$86.2K)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares64,354 from 94,935
Change-30,581 (-32%)
Value$3.2M (-$1.6M)
Filed 2026-10-08
Channel Wealth LLC
DECREASED
Shares63,907 from 71,149
Change-7,242 (-10%)
Value$3.2M (-$453.3K)
Filed 2026-11-06
Colonial River Investments, LLC
INCREASED
Shares59,237 from 49,955
Change+9,282 (+19%)
Value$3.0M (+$398.9K)
Filed 2026-10-19
1620 Investment Advisors, Inc.
INCREASED
Shares56,576 from 45,291
Change+11,285 (+25%)
Value$2.8M (+$504.9K)
Filed 2026-11-04
Core Wealth Partners LLC
INCREASED
Shares49,769 from 34,868
Change+14,901 (+43%)
Value$2.5M (+$698.9K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares49,371 from 42,939
Change+6,432 (+15%)
Value$2.5M (+$265.7K)
Filed 2026-11-03
Thrivent Financial for Lutherans
NEW
Shares39,531
Change+39,531
Value$2.0M
Filed 2026-11-05
Signal Advisors Wealth, LLC
DECREASED
Shares31,295 from 31,507
Change-212 (-1%)
Value$1.6M (-$51.2K)
Filed 2026-10-13
Brucke Financial, Inc.
INCREASED
Shares29,862 from 23,411
Change+6,451 (+28%)
Value$1.5M (+$291.8K)
Filed 2026-10-23
QTR Family Wealth, LLC
DECREASED
Shares24,343 from 50,548
Change-26,205 (-52%)
Value$1.2M (-$1.4M)
Filed 2026-11-02
MMA Asset Management LLC
INCREASED
Shares22,456 from 13,670
Change+8,786 (+64%)
Value$1.1M (+$421.0K)
Filed 2026-11-02
Wespac Advisors, LLC
DECREASED
Shares20,926 from 20,944
Change-18 (0%)
Value$1.0M (-$27.9K)
Filed 2026-10-26
Courier Capital LLC
DECREASED
Shares18,893 from 45,960
Change-27,067 (-59%)
Value$943.1K (-$1.4M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares17,639 from 16,895
Change+744 (+4%)
Value$880.5K (+$15.3K)
Filed 2026-11-05
Community Bank, N.A.
DECREASED
Shares14,807 from 15,016
Change-209 (-1%)
Value$739.0K (-$29.8K)
Filed 2026-11-06
Northside Capital Management, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$698.9K (-$18.1K)
Filed 2026-10-13
Comprehensive Financial Planning, Inc.
DECREASED
Shares13,633 from 14,240
Change-607 (-4%)
Value$680.6K (-$48.6K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares13,343 from 12,574
Change+769 (+6%)
Value$666.1K (+$22.2K)
Filed 2026-10-26
Unique Wealth, LLC
DECREASED
Shares13,118 from 15,104
Change-1,986 (-13%)
Value$654.9K (-$118.6K)
Filed 2026-10-16
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares10,060 from 6,218
Change+3,842 (+62%)
Value$502.2K (+$183.8K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares9,745 from 10,357
Change-612 (-6%)
Value$486.5K (-$43.9K)
Filed 2026-11-02
Alchemi Wealth, LLC
INCREASED
Shares9,433 from 8,594
Change+839 (+10%)
Value$470.9K (+$30.8K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares9,423 from 14,364
Change-4,941 (-34%)
Value$470.4K (-$265.2K)
Filed 2026-10-23
EdgeRock Capital LLC
NEW
Shares9,065
Change+9,065
Value$452.5K
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares8,719 from 10,590
Change-1,871 (-18%)
Value$435.3K (-$107.1K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
DECREASED
Shares8,259 from 9,145
Change-886 (-10%)
Value$413.0K (-$53.3K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares8,051 from 8,051
Change0 (0%)
Value$401.9K (-$10.4K)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares7,686 from 8,810
Change-1,124 (-13%)
Value$384.0K (-$68.3K)
Filed 2026-10-20
GK Wealth Management LLC
DECREASED
Shares7,496 from 10,391
Change-2,895 (-28%)
Value$374.2K (-$157.9K)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares7,229 from 8,177
Change-948 (-12%)
Value$360.9K (-$57.9K)
Filed 2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED
Shares6,685 from 6,590
Change+95 (+1%)
Value$333.7K (-$3.8K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares6,591 from 3,948
Change+2,643 (+67%)
Value$329 (-$201.7K)
Filed 2026-10-26
Auour Investments LLC
INCREASED
Shares6,506 from 6,496
Change+10 (+0%)
Value$324.8K (-$7.9K)
Filed 2026-10-28
Retirement Planning Group, LLC
DECREASED
Shares6,328 from 6,425
Change-97 (-2%)
Value$315.9K (-$13.1K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
DECREASED
Shares6,088 from 30,860
Change-24,772 (-80%)
Value$303.9K (-$1.3M)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares5,832 from 6,283
Change-451 (-7%)
Value$291.1K (-$30.6K)
Filed 2026-11-05
Diesslin Group, Inc.
DECREASED
Shares5,693 from 7,506
Change-1,813 (-24%)
Value$284.2K (-$100.2K)
Filed 2026-10-14
Merit Financial Group, LLC
DECREASED
Shares5,456 from 8,284
Change-2,828 (-34%)
Value$272.4K (-$151.9K)
Filed 2026-11-06
Indivisible Partners
DECREASED
Shares5,268 from 5,434
Change-166 (-3%)
Value$263.0K (-$15.3K)
Filed 2026-10-26
Flaharty Asset Management, LLC
DECREASED
Shares4,458 from 29,751
Change-25,293 (-85%)
Value$222.6K (-$1.3M)
Filed 2026-11-02
Collier Financial
NEW
Shares3,811
Change+3,811
Value$190.3K
Filed 2026-11-06
Toth Financial Advisory Corp
DECREASED
Shares3,743 from 4,998
Change-1,255 (-25%)
Value$186.8K (-$69.1K)
Filed 2026-10-08
Reicon Wealth Advisors, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$114.8K (-$3.0K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$55.8K (-$1.4K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares1,021 from 673
Change+348 (+52%)
Value$51.0K (+$16.5K)
Filed 2026-10-26
Highline Wealth Partners LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$31.2K (-$806)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares341 from 496
Change-155 (-31%)
Value$17.0K (-$8.3K)
Filed 2026-10-30
Parallel Advisors, LLC
NEW
Shares333
Change+333
Value$16.6K
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares292 from 211
Change+81 (+38%)
Value$14.6K (+$3.8K)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$13.8K (-$357)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares222 from 208
Change+14 (+7%)
Value$11.1K (+$430)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
INCREASED
Shares51 from 26
Change+25 (+96%)
Value$2.5K (+$1.2K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
NEW
Shares41
Change+41
Value$2.0K
Filed 2026-11-04
Key Capital Management, Inc
DECREASED
Shares37 from 42
Change-5 (-12%)
Value$1.8K (-$304)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares13
Change+13
Value$649
Filed 2026-10-29
Silver Grove Financial Group, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$449 (-$12)
Filed 2026-11-05
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 9,197
Change-9,197 (-100%)
Value$0 (-$471.0K)
Filed 2026-10-16
Arwa LLC
CLOSED
Shares0 from 5,802
Change-5,802 (-100%)
Value$0 (-$297.6K)
Filed 2026-10-21
Annex Advisory Services, LLC
CLOSED
Shares0 from 4,663
Change-4,663 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 4,552
Change-4,552 (-100%)
Value$0 (-$233.1K)
Filed 2026-11-06
FDx Advisors, Inc.
CLOSED
Shares0 from 4,229
Change-4,229 (-100%)
Value$0 (-$217.0K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 4,209
Change-4,209 (-100%)
Value$0 (-$215.5K)
Filed 2026-10-16
Blue Trust, Inc.
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$20.9K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-02
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$51)
Filed 2026-11-02
Osaic Holdings, Inc.
N/A
Shares— from 2,535,942
Change-2,535,942 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,023,104
Change-1,023,104 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 817,680
Change-817,680 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 738,615
Change-738,615 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 597,283
Change-597,283 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 559,720
Change-559,720 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 477,767
Change-477,767 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 406,255
Change-406,255 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 384,496
Change-384,496 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 379,913
Change-379,913 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 308,876
Change-308,876 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 282,596
Change-282,596 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 263,118
Change-263,118 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 237,546
Change-237,546 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 234,335
Change-234,335 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 208,735
Change-208,735 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 202,410
Change-202,410 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 197,243
Change-197,243 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 189,716
Change-189,716 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 176,717
Change-176,717 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 172,240
Change-172,240 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 132,590
Change-132,590 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 98,872
Change-98,872 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 98,641
Change-98,641 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 90,209
Change-90,209 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 87,810
Change-87,810 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 78,275
Change-78,275 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 62,332
Change-62,332 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 59,061
Change-59,061 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 52,929
Change-52,929 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 50,428
Change-50,428 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 49,364
Change-49,364 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 43,588
Change-43,588 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 39,340
Change-39,340 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 34,275
Change-34,275 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,008
Change-33,008 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 25,032
Change-25,032 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 22,070
Change-22,070 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 21,966
Change-21,966 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,355
Change-15,355 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,183
Change-12,183 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,695
Change-11,695 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,501
Change-11,501 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 11,037
Change-11,037 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,788
Change-10,788 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,523
Change-9,523 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,855
Change-5,855 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,611
Change-4,611 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 395
Change-395 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 297
Change-297 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 70
Change-70 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,534,6462,247,471+287,175+13%$115.1M$126.5M+$11.4M2026-11-06
Traphagen Investment Advisors LLC
INCREASED1,214,2011,080,779+133,422+12%$55.3M$60.6M+$5.3M2026-10-14
Grant Street Asset Management, Inc.
INCREASED926,305881,588+44,717+5%$45.1M$46.2M+$1.1M2026-10-26
Clearwater Capital Advisors, LLC
INCREASED898,042867,681+30,361+4%$44.4M$44.8M+$396.3K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED797,506736,295+61,211+8%$37.7M$39.9M+$2.2M2026-10-13
Atwood & Palmer Inc
INCREASED755,491715,976+39,515+6%$36.7M$37.7M+$1.0M2026-10-08
Bank of New York Mellon Corp
INCREASED577,284496,516+80,768+16%$25.4M$28.8M+$3.4M2026-11-05
Financial Enhancement Group LLC
INCREASED545,120527,115+18,005+3%$27.0M$27.3M+$284.2K2026-10-08
Advisory Resource Group
INCREASED518,591491,125+27,466+6%$25.2M$25.9M+$737.6K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED512,494510,145+2,349+0%$26.1M$25.6K-$26.1M2026-11-02
Nottingham Advisors, Inc.
INCREASED506,984348,302+158,682+46%$26.6M$25.4M-$1.3M2026-10-29
Guardian Financial Partners, LLC
INCREASED460,565432,477+28,088+6%$22.1M$23.0M+$844.3K2026-11-04
Quaker Wealth Management, LLC
INCREASED278,175267,746+10,429+4%$13.7M$13.9M+$175.3K2026-10-22
Epiq Partners, LLC
DECREASED227,862230,022-2,160-1%$11.8M$11.4M-$404.6K2026-10-07
Apollon Wealth Management, LLC
INCREASED214,955205,187+9,768+5%$10.5M$10.7M+$222.9K2026-10-23
Rise Advisors, LLC
INCREASED205,052186,724+18,328+10%$9.6M$10.2M+$674.1K2026-10-16
Englebert Financial Advisers, LLC
INCREASED202,884174,925+27,959+16%$9.0M$10.1M+$1.2M2026-10-20
Buck Wealth Strategies, LLC
DECREASED198,433201,240-2,807-1%$10.3M$9.9M-$399.7K2026-10-28
Truist Financial Corp
INCREASED191,094175,170+15,924+9%$9.0M$9.5M+$568.9K2026-10-30
Harbor Investment Advisory, LLC
INCREASED156,923141,273+15,650+11%$7.2M$7.8M+$599.0K2026-10-13
Cornerstone Wealth Group, LLC
INCREASED149,651142,586+7,065+5%$7.3M$7.5M+$168.8K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED143,371141,819+1,552+1%$7.3M$7.2M-$105.4K2026-10-26
Winebrenner Capital Management LLC
DECREASED134,803144,792-9,989-7%$7.4M$6.7M-$685.4K2026-10-07
Waterfront Wealth Inc.
INCREASED132,725126,246+6,479+5%$6.5M$6.6M+$177.5K2026-11-03
Weaver Consulting Group
INCREASED132,623113,474+19,149+17%$5.8M$6.6M+$809.5K2026-10-07
Kestra Advisory Services, LLC
INCREASED129,183106,293+22,890+22%$5.4M$6.4M+$1.0M2026-11-02
Atria Investments, Inc
INCREASED127,941118,102+9,839+8%$6.0M$6.4M+$338.8K2026-10-15
Miller Global Investments, LLC
INCREASED91,08183,715+7,366+9%$4.3M$4.5M+$259.7K2026-10-02
StoneCrest Wealth Management, Inc.
INCREASED87,61280,733+6,879+9%$4.1M$4.4M+$239.3K2026-11-03
Prairie Advisory, LLC
INCREASED85,22243,158+42,064+97%$2.2M$4.3M+$2.0M2026-10-19
PNC Financial Services Group, Inc.
INCREASED80,49161,054+19,437+32%$3.1M$4.0M+$891.5K2026-11-06
Northbridge Financial Group, LLC
INCREASED71,45461,904+9,550+15%$3.2M$3.6M+$401.9K2026-11-05
Sage Advisory Services, Ltd.Co.
DECREASED66,627112,161-45,534-41%$5.7M$3.3M-$2.4M2026-10-29
Castle Rock Wealth Management, LLC
INCREASED66,34463,191+3,153+5%$3.2M$3.3M+$86.2K2026-10-09
Farther Finance Advisors, LLC
DECREASED64,35494,935-30,581-32%$4.9M$3.2M-$1.6M2026-10-08
Channel Wealth LLC
DECREASED63,90771,149-7,242-10%$3.6M$3.2M-$453.3K2026-11-06
Colonial River Investments, LLC
INCREASED59,23749,955+9,282+19%$2.6M$3.0M+$398.9K2026-10-19
1620 Investment Advisors, Inc.
INCREASED56,57645,291+11,285+25%$2.3M$2.8M+$504.9K2026-11-04
Core Wealth Partners LLC
INCREASED49,76934,868+14,901+43%$1.8M$2.5M+$698.9K2026-11-02
Endowment Wealth Management, Inc.
INCREASED49,37142,939+6,432+15%$2.2M$2.5M+$265.7K2026-11-03
Thrivent Financial for Lutherans
NEW39,531—+39,531——$2.0M—2026-11-05
Signal Advisors Wealth, LLC
DECREASED31,29531,507-212-1%$1.6M$1.6M-$51.2K2026-10-13
Brucke Financial, Inc.
INCREASED29,86223,411+6,451+28%$1.2M$1.5M+$291.8K2026-10-23
QTR Family Wealth, LLC
DECREASED24,34350,548-26,205-52%$2.6M$1.2M-$1.4M2026-11-02
MMA Asset Management LLC
INCREASED22,45613,670+8,786+64%$700.0K$1.1M+$421.0K2026-11-02
Wespac Advisors, LLC
DECREASED20,92620,944-180%$1.1M$1.0M-$27.9K2026-10-26
Courier Capital LLC
DECREASED18,89345,960-27,067-59%$2.4M$943.1K-$1.4M2026-10-19
J.W. Cole Advisors, Inc.
INCREASED17,63916,895+744+4%$865.2K$880.5K+$15.3K2026-11-05
Community Bank, N.A.
DECREASED14,80715,016-209-1%$768.8K$739.0K-$29.8K2026-11-06
Northside Capital Management, LLC
UNCHANGED14,00014,00000%$716.9K$698.9K-$18.1K2026-10-13
Comprehensive Financial Planning, Inc.
DECREASED13,63314,240-607-4%$729.2K$680.6K-$48.6K2026-10-27
Oppenheimer & Co Inc
INCREASED13,34312,574+769+6%$643.9K$666.1K+$22.2K2026-10-26
Unique Wealth, LLC
DECREASED13,11815,104-1,986-13%$773.5K$654.9K-$118.6K2026-10-16
Gaddis Premier Wealth Advisors LLC
INCREASED10,0606,218+3,842+62%$318.4K$502.2K+$183.8K2026-10-29
Commonwealth Equity Services, LLC
DECREASED9,74510,357-612-6%$530.4K$486.5K-$43.9K2026-11-02
Alchemi Wealth, LLC
INCREASED9,4338,594+839+10%$440.1K$470.9K+$30.8K2026-11-04
Simplicity Wealth,LLC
DECREASED9,42314,364-4,941-34%$735.6K$470.4K-$265.2K2026-10-23
EdgeRock Capital LLC
NEW9,065—+9,065——$452.5K—2026-11-03
Verus Capital Partners, LLC
DECREASED8,71910,590-1,871-18%$542.3K$435.3K-$107.1K2026-11-03
Destiny Wealth Partners, LLC
DECREASED8,2599,145-886-10%$466.2K$413.0K-$53.3K2026-11-05
Syntegra Private Wealth Group, LLC
UNCHANGED8,0518,05100%$412.3K$401.9K-$10.4K2026-10-13
Revisor Wealth Management LLC
DECREASED7,6868,810-1,124-13%$452.3K$384.0K-$68.3K2026-10-20
GK Wealth Management LLC
DECREASED7,49610,391-2,895-28%$532.1K$374.2K-$157.9K2026-10-09
Brookstone Capital Management
DECREASED7,2298,177-948-12%$418.7K$360.9K-$57.9K2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED6,6856,590+95+1%$337.5K$333.7K-$3.8K2026-11-03
Park Avenue Securities LLC
INCREASED6,5913,948+2,643+67%$202.0K$329-$201.7K2026-10-26
Auour Investments LLC
INCREASED6,5066,496+10+0%$332.7K$324.8K-$7.9K2026-10-28
Retirement Planning Group, LLC
DECREASED6,3286,425-97-2%$329.0K$315.9K-$13.1K2026-10-19
Hidden Cove Wealth Management, LLC
DECREASED6,08830,860-24,772-80%$1.6M$303.9K-$1.3M2026-10-19
Fifth Third Bancorp
DECREASED5,8326,283-451-7%$321.7K$291.1K-$30.6K2026-11-05
Diesslin Group, Inc.
DECREASED5,6937,506-1,813-24%$384.4K$284.2K-$100.2K2026-10-14
Merit Financial Group, LLC
DECREASED5,4568,284-2,828-34%$424.2K$272.4K-$151.9K2026-11-06
Indivisible Partners
DECREASED5,2685,434-166-3%$278.3K$263.0K-$15.3K2026-10-26
Flaharty Asset Management, LLC
DECREASED4,45829,751-25,293-85%$1.5M$222.6K-$1.3M2026-11-02
Collier Financial
NEW3,811—+3,811——$190.3K—2026-11-06
Toth Financial Advisory Corp
DECREASED3,7434,998-1,255-25%$256.0K$186.8K-$69.1K2026-10-08
Reicon Wealth Advisors, LLC
UNCHANGED2,3002,30000%$117.8K$114.8K-$3.0K2026-11-04
Signaturefd, LLC
UNCHANGED1,1181,11800%$57.3K$55.8K-$1.4K2026-10-23
Lanark Financial, Inc.
INCREASED1,021673+348+52%$34.5K$51.0K+$16.5K2026-10-26
Highline Wealth Partners LLC
UNCHANGED62562500%$32.0K$31.2K-$8062026-10-19
Compass Financial Management LLC
DECREASED341496-155-31%$25.4K$17.0K-$8.3K2026-10-30
Parallel Advisors, LLC
NEW333—+333——$16.6K—2026-11-03
US Bancorp \de\
INCREASED292211+81+38%$10.8K$14.6K+$3.8K2026-11-05
Evolution Wealth Management Inc.
UNCHANGED27727700%$14.2K$13.8K-$3572026-10-28
Private Trust Co NA
INCREASED222208+14+7%$10.7K$11.1K+$4302026-10-20
Tounjian Advisory Partners, LLC
INCREASED5126+25+96%$1.3K$2.5K+$1.2K2026-11-04
Elevated Capital Advisors, LLC
NEW41—+41——$2.0K—2026-11-04
Key Capital Management, Inc
DECREASED3742-5-12%$2.2K$1.8K-$3042026-11-03
Signature Equity Partners, LLC
NEW13—+13——$649—2026-10-29
Silver Grove Financial Group, Inc.
UNCHANGED9900%$461$449-$122026-11-05
Goelzer Investment Management, Inc.
CLOSED09,197-9,197-100%$471.0K$0-$471.0K2026-10-16
Arwa LLC
CLOSED05,802-5,802-100%$297.6K$0-$297.6K2026-10-21
Annex Advisory Services, LLC
CLOSED04,663-4,663-100%$238.8K$0-$238.8K2026-10-16
Kestra Private Wealth Services, LLC
CLOSED04,552-4,552-100%$233.1K$0-$233.1K2026-11-06
FDx Advisors, Inc.
CLOSED04,229-4,229-100%$217.0K$0-$217.0K2026-11-05
Cyndeo Wealth Partners, LLC
CLOSED04,209-4,209-100%$215.5K$0-$215.5K2026-10-16
Blue Trust, Inc.
CLOSED0409-409-100%$20.9K$0-$20.9K2026-10-15
International Assets Investment Management, LLC
CLOSED0217-217-100%$11.1K$0-$11.1K2026-11-02
Sage Mountain Advisors LLC
CLOSED01-1-100%$51$0-$512026-11-02
Osaic Holdings, Inc.
N/A—2,535,942-2,535,942-100%$129.9M———
UBS Group AG
N/A—1,023,104-1,023,104-100%$52.4M———
Raymond James Financial Inc
N/A—817,680-817,680-100%$41.9M———
Focus Partners Wealth
N/A—738,615-738,615-100%$37.8M———
Sanctuary Advisors, LLC
N/A—597,283-597,283-100%$30.6M———
Ameriprise Financial Inc
N/A—559,720-559,720-100%$28.7M———
Greenwich Wealth Management LLC
N/A—477,767-477,767-100%$24.5M———
Marshall Financial Group, LLC
N/A—406,255-406,255-100%$20.8M———
AE Wealth Management LLC
N/A—384,496-384,496-100%$19.7M———
Modern Wealth Management, LLC
N/A—379,913-379,913-100%$19.5M———
Morgan Stanley
N/A—308,876-308,876-100%$15.8M———
Envestnet Asset Management Inc
N/A—282,596-282,596-100%$14.5M———
Goldman Sachs Group Inc
N/A—263,118-263,118-100%$13.5M———
Addison Capital Co
N/A—237,546-237,546-100%$12.2M———
Pine Valley Investments Ltd Liability Co
N/A—234,335-234,335-100%$12.0M———
Harbour Investments, Inc.
N/A—208,735-208,735-100%$10.7M———
Jane Street Group, LLC
N/A—202,410-202,410-100%$10.4M———
Royal Bank of Canada
N/A—197,243-197,243-100%$10.1M———
MAI Capital Management
N/A—189,716-189,716-100%$9.7M———
One Charles Private Wealth Services, LLC
N/A—176,717-176,717-100%$9.0M———
Stifel Financial Corp
N/A—172,240-172,240-100%$8.8M———
Blue Edge Capital, LLC
N/A—132,590-132,590-100%$6.8M———
Prasad Wealth Partners, LLC
N/A—98,872-98,872-100%$5.1M———
Bellars Harris Wealth Management, LLC
N/A—98,641-98,641-100%$5.1M———
Jupiter Topco LLC
N/A—90,209-90,209-100%$4.6M———
Bank of America Corp
N/A—87,810-87,810-100%$4.5M———
Brookwood Investment Group LLC
N/A—78,275-78,275-100%$4.0M———
Byrne Financial Freedom, LLC
N/A—62,332-62,332-100%$3.2M———
Susquehanna International Group, LLP
N/A—59,061-59,061-100%$3.0M———
Transamerica Financial Advisors, LLC
N/A—52,929-52,929-100%$2.7M———
Gladstone Institutional Advisory LLC
N/A—50,428-50,428-100%$2.6M———
Wells Fargo & Company
N/A—49,364-49,364-100%$2.5M———
Private Advisor Group, LLC
N/A—43,588-43,588-100%$2.2M———
Talon Private Wealth, LLC
N/A—39,340-39,340-100%$2.0M———
Janney Montgomery Scott LLC
N/A—34,275-34,275-100%$1.8M———
NewEdge Advisors, LLC
N/A—33,008-33,008-100%$1.7M———
Leavell Investment Management, Inc.
N/A—25,032-25,032-100%$1.3M———
Coastal Bridge Advisors, LLC
N/A—22,070-22,070-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—21,966-21,966-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—16,900-16,900-100%$865.4K———
Arkadios Wealth Advisors
N/A—15,355-15,355-100%$786.4K———
Old Mission Capital LLC
N/A—12,183-12,183-100%$623.9K———
Belpointe Asset Management LLC
N/A—11,695-11,695-100%$598.9K———
Stratos Wealth Partners, Ltd.
N/A—11,501-11,501-100%$589.0K———
Beto Financial Group, LLC
N/A—11,037-11,037-100%$565.8K———
Steward Partners Investment Advisory, LLC
N/A—10,788-10,788-100%$552.5K———
Advisory Services Network, LLC
N/A—9,523-9,523-100%$487.7K———
Magnolia Private Wealth, LLC
N/A—9,439-9,439-100%$483.4K———
Bridgewealth Advisory Group, LLC
N/A—9,105-9,105-100%$466.3K———
IHT Wealth Management, LLC
N/A—8,351-8,351-100%$427.6K———
Elequin Capital, LP
N/A—7,664-7,664-100%$392.5K———
HighTower Advisors, LLC
N/A—5,855-5,855-100%$299.8K———
Cary Street Partners Financial LLC
N/A—5,450-5,450-100%$279.1K———
PCG Wealth Advisors, LLC
N/A—5,410-5,410-100%$277.0K———
Nest Investments, LLC
N/A—5,304-5,304-100%$271.6K———
Citadel Advisors LLC
N/A—4,611-4,611-100%$236.1K———
Rockefeller Capital Management L.P.
N/A—4,224-4,224-100%$216.3K———
AQR Capital Management LLC
N/A—4,062-4,062-100%$208.0K———
Bard Associates Inc
N/A—1,917-1,917-100%$98.2K———
JPMorgan Chase & Co
N/A—1,734-1,734-100%$89.3K———
Medallion Wealth Advisors, LLC
N/A—1,000-1,000-100%$51.2K———
Vision Retirement, LLC
N/A—672-672-100%$34.4K———
Bank of Montreal
N/A—395-395-100%$20.2K———
Webster Bank, N. A.
N/A—297-297-100%$15.2K———
BNP Paribas Financial Markets
N/A—70-70-100%$3.6K———
Caldwell Sutter Capital, Inc.
N/A—60-60-100%$3.1K———
Showing 165 of 165 institutions