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Janus Henderson B-Bbb CLO ET (JBBB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares442,986 from 387,824
Change+55,162 (+14%)
Value$20.9M (+$2.5M)
Filed 2026-11-05
Ocean Park Asset Management, LLC
INCREASED
Shares352,700 from 276,200
Change+76,500 (+28%)
Value$16.7M (+$3.6M)
Filed 2026-10-21
TT Capital Management LLC
INCREASED
Shares340,382 from 289,726
Change+50,656 (+17%)
Value$16.1M (+$2.4M)
Filed 2026-10-15
Markowski Investments
INCREASED
Shares294,309 from 287,639
Change+6,670 (+2%)
Value$13.9M (+$274.6K)
Filed 2026-10-30
Epiq Partners, LLC
INCREASED
Shares258,570 from 251,777
Change+6,793 (+3%)
Value$12.2M (+$285.4K)
Filed 2026-10-07
Destiny Wealth Partners, LLC
INCREASED
Shares237,033 from 143,364
Change+93,669 (+65%)
Value$11.0M (+$4.2M)
Filed 2026-11-05
Border to Coast Pensions Partnership Ltd
DECREASED
Shares200,000 from 275,000
Change-75,000 (-27%)
Value$9.4K (-$13.0M)
Filed 2026-10-09
AdvisorNet Financial, Inc
INCREASED
Shares160,140 from 151,814
Change+8,326 (+5%)
Value$7.5M (+$354.2K)
Filed 2026-10-15
CVS Health Corp
NEW
Shares150,000
Change+150,000
Value$7.1M
Filed 2026-11-05
Nilsine Partners, LLC
INCREASED
Shares149,218 from 140,482
Change+8,736 (+6%)
Value$7.0M (+$392.8K)
Filed 2026-11-02
Central Pacific Bank - Trust Division
INCREASED
Shares147,775 from 57,410
Change+90,365 (+157%)
Value$7.0M (+$4.3M)
Filed 2026-10-06
Client First Investment Management LLC
NEW
Shares127,503
Change+127,503
Value$6.0M
Filed 2026-10-09
MGO One Seven LLC
INCREASED
Shares104,700 from 92,242
Change+12,458 (+14%)
Value$4.9M (+$575.2K)
Filed 2026-10-28
CV Advisors LLC
DECREASED
Shares101,404 from 112,170
Change-10,766 (-10%)
Value$4.8M (-$524.0K)
Filed 2026-10-13
Sage Advisory Services, Ltd.Co.
INCREASED
Shares101,253 from 5,745
Change+95,508 (+1662%)
Value$4.8M (+$4.5M)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares98,509 from 95,036
Change+3,473 (+4%)
Value$4.7M (+$152.2K)
Filed 2026-10-30
Sowell Financial Services LLC
INCREASED
Shares93,142 from 91,654
Change+1,488 (+2%)
Value$4.4M (+$57.4K)
Filed 2026-10-23
Clearview Wealth Management LLC
INCREASED
Shares92,955 from 91,449
Change+1,506 (+2%)
Value$4.4M (+$58.3K)
Filed 2026-10-16
Auour Investments LLC
INCREASED
Shares90,626 from 84,611
Change+6,015 (+7%)
Value$4.3M (+$272.1K)
Filed 2026-10-28
Flagship Capital Management Inc.
INCREASED
Shares90,072 from 88,610
Change+1,462 (+2%)
Value$4.3M (+$56.6K)
Filed 2026-10-20
Paragon Advisors, LLC
INCREASED
Shares88,147 from 69,937
Change+18,210 (+26%)
Value$4.2M (+$849.9K)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares82,834 from 82,834
Change0 (0%)
Value$3.9M (-$11.6K)
Filed 2026-11-05
Keeler Thomas Management LLC
DECREASED
Shares81,693 from 90,229
Change-8,536 (-9%)
Value$3.9M (-$415.6K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares81,335 from 78,454
Change+2,881 (+4%)
Value$3.8M (+$122.0K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares73,156 from 20,745
Change+52,411 (+253%)
Value$3.5M (+$2.5M)
Filed 2026-11-03
Diversified Portfolios, Inc.
INCREASED
Shares65,090 from 29,442
Change+35,648 (+121%)
Value$3.1M (+$1.7M)
Filed 2026-11-04
Firethorn Wealth Partners, LLC
DECREASED
Shares63,079 from 69,032
Change-5,953 (-9%)
Value$3.0M (-$290.7K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares61,657 from 62,127
Change-470 (-1%)
Value$2.9M (-$30.9K)
Filed 2026-10-30
Denver PWM, LLC
INCREASED
Shares53,182 from 47,354
Change+5,828 (+12%)
Value$2.5M (+$267.6K)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares52,276 from 49,324
Change+2,952 (+6%)
Value$2.5M (+$132.5K)
Filed 2026-10-20
AXS Investments LLC
INCREASED
Shares52,146 from 36,130
Change+16,016 (+44%)
Value$2.5M (+$751.1K)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares51,202 from 49,811
Change+1,391 (+3%)
Value$2.4M (+$58.7K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares51,094 from 44,604
Change+6,490 (+15%)
Value$2.4K (-$2.1M)
Filed 2026-10-26
TBH Global Asset Management, LLC
INCREASED
Shares51,028 from 10,301
Change+40,727 (+395%)
Value$2.5M (+$2.0M)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares49,665 from 8,386
Change+41,279 (+492%)
Value$2.3M (+$1.9M)
Filed 2026-11-04
Ridgeline Wealth, LLC
DECREASED
Shares45,229 from 47,575
Change-2,346 (-5%)
Value$2.1M (-$117.4K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares44,977 from 39,657
Change+5,320 (+13%)
Value$2.1M (+$245.6K)
Filed 2026-10-16
Carrera Capital Advisors
INCREASED
Shares43,862 from 8,221
Change+35,641 (+434%)
Value$2.1M (+$1.7M)
Filed 2026-11-03
Englebert Financial Advisers, LLC
INCREASED
Shares42,286 from 39,752
Change+2,534 (+6%)
Value$2.0M (+$114.1K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares38,059 from 38,188
Change-129 (0%)
Value$1.8M (-$11.4K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$1.7M (-$4.9K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares34,177 from 37,382
Change-3,205 (-9%)
Value$1.6K (-$1.8M)
Filed 2026-11-02
Sovran Advisors, LLC
NEW
Shares33,764
Change+33,764
Value$1.6M
Filed 2026-11-02
PFG Advisors
DECREASED
Shares32,368 from 35,256
Change-2,888 (-8%)
Value$1.5M (-$141.3K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares31,712 from 25,311
Change+6,401 (+25%)
Value$1.5M (+$298.6K)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares29,267 from 28,225
Change+1,042 (+4%)
Value$1.4M (+$45.2K)
Filed 2026-10-07
Sage Mountain Advisors LLC
INCREASED
Shares28,962 from 16,805
Change+12,157 (+72%)
Value$1.4M (+$571.6K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares28,636 from 10,491
Change+18,145 (+173%)
Value$1.4M (+$855.2K)
Filed 2026-10-08
Northbridge Financial Group, LLC
INCREASED
Shares27,229 from 24,948
Change+2,281 (+9%)
Value$1.3M (+$107.2K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares26,792 from 24,943
Change+1,849 (+7%)
Value$1.3M (+$90.6K)
Filed 2026-11-02
4Wealth Advisors, Inc.
INCREASED
Shares26,696 from 25,810
Change+886 (+3%)
Value$1.3M (+$42.4K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares24,751 from 22,808
Change+1,943 (+9%)
Value$1.2M (+$88.5K)
Filed 2026-10-20
CGN Advisors LLC
INCREASED
Shares23,722 from 14,034
Change+9,688 (+69%)
Value$1.1M (+$455.4K)
Filed 2026-10-21
Foguth Wealth Management, Llc.
DECREASED
Shares23,034 from 148,459
Change-125,425 (-84%)
Value$1.1M (-$6.0M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares22,943 from 23,587
Change-644 (-3%)
Value$1.1M (-$33.7K)
Filed 2026-11-05
KG Capital Management
DECREASED
Shares19,721 from 22,867
Change-3,146 (-14%)
Value$931.0K (-$151.7K)
Filed 2026-10-15
Diversify Advisory Services, LLC
DECREASED
Shares17,916 from 19,538
Change-1,622 (-8%)
Value$846.4K (-$80.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares17,916 from 19,538
Change-1,622 (-8%)
Value$846.4K (-$80.1K)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares16,660 from 13,360
Change+3,300 (+25%)
Value$786.5K (+$153.9K)
Filed 2026-10-22
Pullen Investment Management, LLC
INCREASED
Shares16,521 from 8,454
Change+8,067 (+95%)
Value$780.0K (+$379.7K)
Filed 2026-10-23
Strong Tower Advisory Services
INCREASED
Shares16,281 from 16,221
Change+60 (+0%)
Value$768.6K (+$562)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares13,566 from 10,925
Change+2,641 (+24%)
Value$640.5K (+$123.1K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
DECREASED
Shares13,118 from 13,304
Change-186 (-1%)
Value$619.3K (-$10.6K)
Filed 2026-10-13
Basso Capital Management, L.P.
NEW
Shares13,085
Change+13,085
Value$617.7K
Filed 2026-10-30
J.M. Arbour, LLC
DECREASED
Shares12,800 from 13,175
Change-375 (-3%)
Value$604.3K (-$19.5K)
Filed 2026-11-05
Whipplewood Advisors, LLC
NEW
Shares12,718
Change+12,718
Value$600.4K
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares12,655 from 10,615
Change+2,040 (+19%)
Value$597.4K (+$94.8K)
Filed 2026-10-15
Cadent Capital Advisors, LLC
DECREASED
Shares12,015 from 20,288
Change-8,273 (-41%)
Value$567.2K (-$393.4K)
Filed 2026-10-09
Eagle Global Advisors LLC
DECREASED
Shares11,750 from 11,780
Change-30 (0%)
Value$554.7K (-$3.1K)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares11,302 from 10,894
Change+408 (+4%)
Value$533.6K (+$17.1K)
Filed 2026-10-20
Altium Investment Strategies LLC
INCREASED
Shares11,132 from 10,683
Change+449 (+4%)
Value$525.6K (+$19.1K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
UNCHANGED
Shares9,323 from 9,323
Change0 (0%)
Value$440.1K (-$1.3K)
Filed 2026-10-14
Fulcrum Wealth Advisors, LLC
INCREASED
Shares9,004 from 8,659
Change+345 (+4%)
Value$425.1K (+$15.1K)
Filed 2026-10-16
Global View Capital Management LLC
INCREASED
Shares8,358 from 4,529
Change+3,829 (+85%)
Value$394.6K (+$180.1K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares8,064 from 36,620
Change-28,556 (-78%)
Value$380.7K (-$1.4M)
Filed 2026-10-13
Fortis Group Advisors, LLC
INCREASED
Shares7,963 from 6,405
Change+1,558 (+24%)
Value$370.6K (+$67.3K)
Filed 2026-11-06
Everest Financial Group LLC
DECREASED
Shares7,370 from 8,310
Change-940 (-11%)
Value$347.9K (-$45.5K)
Filed 2026-11-06
Integral Investment Advisors, Inc.
UNCHANGED
Shares7,361 from 7,361
Change0 (0%)
Value$347.5K (-$1.0K)
Filed 2026-11-03
E&G Advisors, LLC
DECREASED
Shares7,350 from 7,600
Change-250 (-3%)
Value$347.0K (-$12.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares7,157 from 12,327
Change-5,170 (-42%)
Value$337.9K (-$245.8K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares6,410 from 6,316
Change+94 (+1%)
Value$302.6K (+$3.5K)
Filed 2026-10-08
Manchester Capital Management LLC
NEW
Shares6,113
Change+6,113
Value$288.6K
Filed 2026-10-22
Hidden Cove Wealth Management, LLC
DECREASED
Shares5,943 from 21,761
Change-15,818 (-73%)
Value$280.6K (-$749.8K)
Filed 2026-10-19
Transce3nd, LLC
NEW
Shares5,742
Change+5,742
Value$271.1K
Filed 2026-10-26
QTR Family Wealth, LLC
DECREASED
Shares5,533 from 12,870
Change-7,337 (-57%)
Value$261.2K (-$348.2K)
Filed 2026-11-02
EPG Wealth Management LLC
NEW
Shares5,520
Change+5,520
Value$260.6K
Filed 2026-11-03
Emerald Advisors, LLC
NEW
Shares5,201
Change+5,201
Value$245.5K
Filed 2026-10-13
GK Wealth Management LLC
DECREASED
Shares5,180 from 10,423
Change-5,243 (-50%)
Value$244.6K (-$249.0K)
Filed 2026-10-09
LifeGoal Investments, LLC
DECREASED
Shares4,783 from 4,788
Change-5 (0%)
Value$225.8K (-$898)
Filed 2026-10-09
Sloy Dahl & Holst, LLC
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$220.5K (-$653)
Filed 2026-10-14
Norden Group LLC
NEW
Shares4,409
Change+4,409
Value$208.1K
Filed 2026-10-20
Revisor Wealth Management LLC
INCREASED
Shares4,370 from 4,324
Change+46 (+1%)
Value$206.3K (+$1.0K)
Filed 2026-10-20
Uptown Financial Advisors LLC
UNCHANGED
Shares4,265 from 4,265
Change0 (0%)
Value$201.4K (-$597)
Filed 2026-10-15
Winthrop Capital Management, LLC
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$199.7K (-$302)
Filed 2026-11-05
Cordoba Advisory Partners LLC
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$200.8K (-$505)
Filed 2026-10-19
Rossby Financial, LCC
NEW
Shares3,931
Change+3,931
Value$185.6K
Filed 2026-11-05
Legacies Wealth LLC
DECREASED
Shares3,605 from 8,851
Change-5,246 (-59%)
Value$170.2K (-$248.9K)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,527 from 3,527
Change0 (0%)
Value$147.8K (+$1.1K)
Filed 2026-11-04
Triumph Capital Management
DECREASED
Shares3,289 from 5,698
Change-2,409 (-42%)
Value$155.3K (-$114.5K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares2,367 from 108
Change+2,259 (+2092%)
Value$111.7K (+$106.6K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
DECREASED
Shares1,000 from 1,123
Change-123 (-11%)
Value$47.2K (-$6.0K)
Filed 2026-10-28
Nfsg Corp
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$39.2K (-$117)
Filed 2026-10-15
Signature Resources Capital Management, LLC
NEW
Shares700
Change+700
Value$33.0K
Filed 2026-10-16
Essential Partners LLC
NEW
Shares664
Change+664
Value$31.3K
Filed 2026-10-14
Lanark Financial, Inc.
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$20.9K (-$62)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares432 from 793
Change-361 (-46%)
Value$20.4K (-$17.2K)
Filed 2026-11-05
Larson Financial Group LLC
NEW
Shares318
Change+318
Value$15.0K
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares180 from 48
Change+132 (+275%)
Value$8.5K (+$6.2K)
Filed 2026-10-21
Country Trust Bank
NEW
Shares94
Change+94
Value$4.4K
Filed 2026-10-30
First Command Advisory Services, Inc.
NEW
Shares79
Change+79
Value$3.7K
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares51 from 44
Change+7 (+16%)
Value$2.4K (+$292)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares39
Change+39
Value$1.8K
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares38 from 20
Change+18 (+90%)
Value$1.8K (+$847)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
INCREASED
Shares33 from 17
Change+16 (+94%)
Value$1.6K (+$759)
Filed 2026-11-04
Elevated Capital Advisors, LLC
NEW
Shares26
Change+26
Value$1.2K
Filed 2026-11-04
Key Capital Management, Inc
DECREASED
Shares24 from 29
Change-5 (-17%)
Value$1.1K (-$240)
Filed 2026-11-03
Buck Wealth Strategies, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$910 (+$10)
Filed 2026-10-28
Financial Enhancement Group LLC
CLOSED
Shares0 from 137,186
Change-137,186 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-08
WT Wealth Management
CLOSED
Shares0 from 135,640
Change-135,640 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-13
Conning Inc.
CLOSED
Shares0 from 84,400
Change-84,400 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-27
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 13,346
Change-13,346 (-100%)
Value$0 (-$631.9K)
Filed 2026-11-03
Clearstead Advisors, LLC
CLOSED
Shares0 from 7,101
Change-7,101 (-100%)
Value$0 (-$336.2K)
Filed 2026-11-06
Jefferies Financial Group Inc.
CLOSED
Shares0 from 6,390
Change-6,390 (-100%)
Value$0 (-$302.6K)
Filed 2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 6,241
Change-6,241 (-100%)
Value$0 (-$295.5K)
Filed 2026-10-15
StoneX Group Inc.
CLOSED
Shares0 from 4,574
Change-4,574 (-100%)
Value$0 (-$216.6K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$6.6K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$6.6K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$523)
Filed 2026-10-16
Jupiter Topco LLC
N/A
Shares— from 6,395,351
Change-6,395,351 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 716,664
Change-716,664 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 652,875
Change-652,875 (-100%)
Value—
UBS Group AG
N/A
Shares— from 490,125
Change-490,125 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 479,928
Change-479,928 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 264,830
Change-264,830 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 255,448
Change-255,448 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 233,474
Change-233,474 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 167,958
Change-167,958 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 147,420
Change-147,420 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 138,199
Change-138,199 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 136,090
Change-136,090 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 133,209
Change-133,209 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 111,213
Change-111,213 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 104,410
Change-104,410 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 97,107
Change-97,107 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 90,958
Change-90,958 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 65,177
Change-65,177 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 64,190
Change-64,190 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 59,186
Change-59,186 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 57,969
Change-57,969 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 54,123
Change-54,123 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 48,157
Change-48,157 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 45,143
Change-45,143 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 45,116
Change-45,116 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 44,309
Change-44,309 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 43,515
Change-43,515 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 42,205
Change-42,205 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,747
Change-39,747 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,806
Change-37,806 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 34,367
Change-34,367 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 33,580
Change-33,580 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 31,103
Change-31,103 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 29,320
Change-29,320 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 27,740
Change-27,740 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,844
Change-25,844 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 24,816
Change-24,816 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,491
Change-24,491 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,467
Change-24,467 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 22,832
Change-22,832 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,045
Change-21,045 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 20,741
Change-20,741 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,190
Change-20,190 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 19,440
Change-19,440 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 19,016
Change-19,016 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 17,989
Change-17,989 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 16,410
Change-16,410 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 15,116
Change-15,116 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,039
Change-15,039 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,216
Change-14,216 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 13,535
Change-13,535 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,861
Change-10,861 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,310
Change-10,310 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 10,208
Change-10,208 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,991
Change-9,991 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,121
Change-9,121 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 8,671
Change-8,671 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,794
Change-7,794 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 7,389
Change-7,389 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,667
Change-6,667 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,438
Change-5,438 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14
Change-14 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED442,986387,824+55,162+14%$18.4M$20.9M+$2.5M2026-11-05
Ocean Park Asset Management, LLC
INCREASED352,700276,200+76,500+28%$13.1M$16.7M+$3.6M2026-10-21
TT Capital Management LLC
INCREASED340,382289,726+50,656+17%$13.7M$16.1M+$2.4M2026-10-15
Markowski Investments
INCREASED294,309287,639+6,670+2%$13.6M$13.9M+$274.6K2026-10-30
Epiq Partners, LLC
INCREASED258,570251,777+6,793+3%$11.9M$12.2M+$285.4K2026-10-07
Destiny Wealth Partners, LLC
INCREASED237,033143,364+93,669+65%$6.8M$11.0M+$4.2M2026-11-05
Border to Coast Pensions Partnership Ltd
DECREASED200,000275,000-75,000-27%$13.0M$9.4K-$13.0M2026-10-09
AdvisorNet Financial, Inc
INCREASED160,140151,814+8,326+5%$7.2M$7.5M+$354.2K2026-10-15
CVS Health Corp
NEW150,000—+150,000——$7.1M—2026-11-05
Nilsine Partners, LLC
INCREASED149,218140,482+8,736+6%$6.7M$7.0M+$392.8K2026-11-02
Central Pacific Bank - Trust Division
INCREASED147,77557,410+90,365+157%$2.7M$7.0M+$4.3M2026-10-06
Client First Investment Management LLC
NEW127,503—+127,503——$6.0M—2026-10-09
MGO One Seven LLC
INCREASED104,70092,242+12,458+14%$4.4M$4.9M+$575.2K2026-10-28
CV Advisors LLC
DECREASED101,404112,170-10,766-10%$5.3M$4.8M-$524.0K2026-10-13
Sage Advisory Services, Ltd.Co.
INCREASED101,2535,745+95,508+1662%$272.0K$4.8M+$4.5M2026-10-29
Compass Financial Management LLC
INCREASED98,50995,036+3,473+4%$4.5M$4.7M+$152.2K2026-10-30
Sowell Financial Services LLC
INCREASED93,14291,654+1,488+2%$4.3M$4.4M+$57.4K2026-10-23
Clearview Wealth Management LLC
INCREASED92,95591,449+1,506+2%$4.3M$4.4M+$58.3K2026-10-16
Auour Investments LLC
INCREASED90,62684,611+6,015+7%$4.0M$4.3M+$272.1K2026-10-28
Flagship Capital Management Inc.
INCREASED90,07288,610+1,462+2%$4.2M$4.3M+$56.6K2026-10-20
Paragon Advisors, LLC
INCREASED88,14769,937+18,210+26%$3.3M$4.2M+$849.9K2026-11-03
US Bancorp \de\
UNCHANGED82,83482,83400%$3.9M$3.9M-$11.6K2026-11-05
Keeler Thomas Management LLC
DECREASED81,69390,229-8,536-9%$4.3M$3.9M-$415.6K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED81,33578,454+2,881+4%$3.7M$3.8M+$122.0K2026-10-13
HUB Investment Partners, LLC
INCREASED73,15620,745+52,411+253%$982.3K$3.5M+$2.5M2026-11-03
Diversified Portfolios, Inc.
INCREASED65,09029,442+35,648+121%$1.4M$3.1M+$1.7M2026-11-04
Firethorn Wealth Partners, LLC
DECREASED63,07969,032-5,953-9%$3.3M$3.0M-$290.7K2026-10-14
Truist Financial Corp
DECREASED61,65762,127-470-1%$2.9M$2.9M-$30.9K2026-10-30
Denver PWM, LLC
INCREASED53,18247,354+5,828+12%$2.2M$2.5M+$267.6K2026-10-22
Kathmere Capital Management, LLC
INCREASED52,27649,324+2,952+6%$2.3M$2.5M+$132.5K2026-10-20
AXS Investments LLC
INCREASED52,14636,130+16,016+44%$1.7M$2.5M+$751.1K2026-11-04
Gibbs Wealth Management
INCREASED51,20249,811+1,391+3%$2.4M$2.4M+$58.7K2026-10-22
Park Avenue Securities LLC
INCREASED51,09444,604+6,490+15%$2.1M$2.4K-$2.1M2026-10-26
TBH Global Asset Management, LLC
INCREASED51,02810,301+40,727+395%$487.8K$2.5M+$2.0M2026-11-03
Creative Financial Designs Inc
INCREASED49,6658,386+41,279+492%$397.1K$2.3M+$1.9M2026-11-04
Ridgeline Wealth, LLC
DECREASED45,22947,575-2,346-5%$2.3M$2.1M-$117.4K2026-10-14
IFP Advisors, Inc
INCREASED44,97739,657+5,320+13%$1.9M$2.1M+$245.6K2026-10-16
Carrera Capital Advisors
INCREASED43,8628,221+35,641+434%$391.2K$2.1M+$1.7M2026-11-03
Englebert Financial Advisers, LLC
INCREASED42,28639,752+2,534+6%$1.9M$2.0M+$114.1K2026-10-20
PNC Financial Services Group, Inc.
DECREASED38,05938,188-1290%$1.8M$1.8M-$11.4K2026-11-06
J. Safra Sarasin Holding AG
UNCHANGED35,00035,00000%$1.7M$1.7M-$4.9K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED34,17737,382-3,205-9%$1.8M$1.6K-$1.8M2026-11-02
Sovran Advisors, LLC
NEW33,764—+33,764——$1.6M—2026-11-02
PFG Advisors
DECREASED32,36835,256-2,888-8%$1.7M$1.5M-$141.3K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED31,71225,311+6,401+25%$1.2M$1.5M+$298.6K2026-10-26
Cooper Financial Group
INCREASED29,26728,225+1,042+4%$1.3M$1.4M+$45.2K2026-10-07
Sage Mountain Advisors LLC
INCREASED28,96216,805+12,157+72%$795.7K$1.4M+$571.6K2026-11-02
Farther Finance Advisors, LLC
INCREASED28,63610,491+18,145+173%$496.7K$1.4M+$855.2K2026-10-08
Northbridge Financial Group, LLC
INCREASED27,22924,948+2,281+9%$1.2M$1.3M+$107.2K2026-11-05
Kestra Advisory Services, LLC
INCREASED26,79224,943+1,849+7%$1.2M$1.3M+$90.6K2026-11-02
4Wealth Advisors, Inc.
INCREASED26,69625,810+886+3%$1.2M$1.3M+$42.4K2026-10-13
Portside Wealth Group, LLC
INCREASED24,75122,808+1,943+9%$1.1M$1.2M+$88.5K2026-10-20
CGN Advisors LLC
INCREASED23,72214,034+9,688+69%$664.5K$1.1M+$455.4K2026-10-21
Foguth Wealth Management, Llc.
DECREASED23,034148,459-125,425-84%$7.0M$1.1M-$6.0M2026-10-19
J.W. Cole Advisors, Inc.
DECREASED22,94323,587-644-3%$1.1M$1.1M-$33.7K2026-11-05
KG Capital Management
DECREASED19,72122,867-3,146-14%$1.1M$931.0K-$151.7K2026-10-15
Diversify Advisory Services, LLC
DECREASED17,91619,538-1,622-8%$926.5K$846.4K-$80.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED17,91619,538-1,622-8%$926.5K$846.4K-$80.1K2026-10-20
MBL Wealth, LLC
INCREASED16,66013,360+3,300+25%$632.6K$786.5K+$153.9K2026-10-22
Pullen Investment Management, LLC
INCREASED16,5218,454+8,067+95%$400.3K$780.0K+$379.7K2026-10-23
Strong Tower Advisory Services
INCREASED16,28116,221+60+0%$768.1K$768.6K+$5622026-10-13
Brookstone Capital Management
INCREASED13,56610,925+2,641+24%$517.3K$640.5K+$123.1K2026-10-22
Signal Advisors Wealth, LLC
DECREASED13,11813,304-186-1%$630.0K$619.3K-$10.6K2026-10-13
Basso Capital Management, L.P.
NEW13,085—+13,085——$617.7K—2026-10-30
J.M. Arbour, LLC
DECREASED12,80013,175-375-3%$623.8K$604.3K-$19.5K2026-11-05
Whipplewood Advisors, LLC
NEW12,718—+12,718——$600.4K—2026-10-20
Atria Investments, Inc
INCREASED12,65510,615+2,040+19%$502.6K$597.4K+$94.8K2026-10-15
Cadent Capital Advisors, LLC
DECREASED12,01520,288-8,273-41%$960.6K$567.2K-$393.4K2026-10-09
Eagle Global Advisors LLC
DECREASED11,75011,780-300%$557.8K$554.7K-$3.1K2026-11-02
Accurate Wealth Management, LLC
INCREASED11,30210,894+408+4%$516.5K$533.6K+$17.1K2026-10-20
Altium Investment Strategies LLC
INCREASED11,13210,683+449+4%$506.5K$525.6K+$19.1K2026-10-20
Summit Financial Strategies, Inc.
UNCHANGED9,3239,32300%$441.4K$440.1K-$1.3K2026-10-14
Fulcrum Wealth Advisors, LLC
INCREASED9,0048,659+345+4%$410.0K$425.1K+$15.1K2026-10-16
Global View Capital Management LLC
INCREASED8,3584,529+3,829+85%$214.4K$394.6K+$180.1K2026-10-28
Independent Financial Group, LLC
DECREASED8,06436,620-28,556-78%$1.7M$380.7K-$1.4M2026-10-13
Fortis Group Advisors, LLC
INCREASED7,9636,405+1,558+24%$303.3K$370.6K+$67.3K2026-11-06
Everest Financial Group LLC
DECREASED7,3708,310-940-11%$393.5K$347.9K-$45.5K2026-11-06
Integral Investment Advisors, Inc.
UNCHANGED7,3617,36100%$348.5K$347.5K-$1.0K2026-11-03
E&G Advisors, LLC
DECREASED7,3507,600-250-3%$359.9K$347.0K-$12.9K2026-10-13
Commonwealth Equity Services, LLC
DECREASED7,15712,327-5,170-42%$583.7K$337.9K-$245.8K2026-11-02
Valeo Financial Advisors, LLC
INCREASED6,4106,316+94+1%$299.1K$302.6K+$3.5K2026-10-08
Manchester Capital Management LLC
NEW6,113—+6,113——$288.6K—2026-10-22
Hidden Cove Wealth Management, LLC
DECREASED5,94321,761-15,818-73%$1.0M$280.6K-$749.8K2026-10-19
Transce3nd, LLC
NEW5,742—+5,742——$271.1K—2026-10-26
QTR Family Wealth, LLC
DECREASED5,53312,870-7,337-57%$609.4K$261.2K-$348.2K2026-11-02
EPG Wealth Management LLC
NEW5,520—+5,520——$260.6K—2026-11-03
Emerald Advisors, LLC
NEW5,201—+5,201——$245.5K—2026-10-13
GK Wealth Management LLC
DECREASED5,18010,423-5,243-50%$493.6K$244.6K-$249.0K2026-10-09
LifeGoal Investments, LLC
DECREASED4,7834,788-50%$226.7K$225.8K-$8982026-10-09
Sloy Dahl & Holst, LLC
UNCHANGED4,6704,67000%$221.1K$220.5K-$6532026-10-14
Norden Group LLC
NEW4,409—+4,409——$208.1K—2026-10-20
Revisor Wealth Management LLC
INCREASED4,3704,324+46+1%$205.3K$206.3K+$1.0K2026-10-20
Uptown Financial Advisors LLC
UNCHANGED4,2654,26500%$201.9K$201.4K-$5972026-10-15
Winthrop Capital Management, LLC
UNCHANGED4,2304,23000%$200.0K$199.7K-$3022026-11-05
Cordoba Advisory Partners LLC
UNCHANGED4,2304,23000%$201.3K$200.8K-$5052026-10-19
Rossby Financial, LCC
NEW3,931—+3,931——$185.6K—2026-11-05
Legacies Wealth LLC
DECREASED3,6058,851-5,246-59%$419.1K$170.2K-$248.9K2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED3,5273,52700%$146.7K$147.8K+$1.1K2026-11-04
Triumph Capital Management
DECREASED3,2895,698-2,409-42%$269.8K$155.3K-$114.5K2026-10-14
Mather Group, Llc.
INCREASED2,367108+2,259+2092%$5.1K$111.7K+$106.6K2026-10-14
Financial Network Wealth Advisors LLC
DECREASED1,0001,123-123-11%$53.2K$47.2K-$6.0K2026-10-28
Nfsg Corp
UNCHANGED83083000%$39.3K$39.2K-$1172026-10-15
Signature Resources Capital Management, LLC
NEW700—+700——$33.0K—2026-10-16
Essential Partners LLC
NEW664—+664——$31.3K—2026-10-14
Lanark Financial, Inc.
UNCHANGED44344300%$21.0K$20.9K-$622026-10-26
Fifth Third Bancorp
DECREASED432793-361-46%$37.5K$20.4K-$17.2K2026-11-05
Larson Financial Group LLC
NEW318—+318——$15.0K—2026-11-05
Assetmark, Inc
INCREASED18048+132+275%$2.3K$8.5K+$6.2K2026-10-21
Country Trust Bank
NEW94—+94——$4.4K—2026-10-30
First Command Advisory Services, Inc.
NEW79—+79——$3.7K—2026-11-05
Signature Equity Partners, LLC
INCREASED5144+7+16%$2.1K$2.4K+$2922026-10-29
Ascentis Independent Advisors
NEW39—+39——$1.8K—2026-11-03
Private Trust Co NA
INCREASED3820+18+90%$947$1.8K+$8472026-10-20
Tounjian Advisory Partners, LLC
INCREASED3317+16+94%$794$1.6K+$7592026-11-04
Elevated Capital Advisors, LLC
NEW26—+26——$1.2K—2026-11-04
Key Capital Management, Inc
DECREASED2429-5-17%$1.4K$1.1K-$2402026-11-03
Buck Wealth Strategies, LLC
UNCHANGED191900%$900$910+$102026-10-28
Financial Enhancement Group LLC
CLOSED0137,186-137,186-100%$6.5M$0-$6.5M2026-10-08
WT Wealth Management
CLOSED0135,640-135,640-100%$6.4M$0-$6.4M2026-10-13
Conning Inc.
CLOSED084,400-84,400-100%$4.0M$0-$4.0M2026-10-27
Almanack Investment Partners, Llc.
CLOSED013,346-13,346-100%$631.9K$0-$631.9K2026-11-03
Clearstead Advisors, LLC
CLOSED07,101-7,101-100%$336.2K$0-$336.2K2026-11-06
Jefferies Financial Group Inc.
CLOSED06,390-6,390-100%$302.6K$0-$302.6K2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
CLOSED06,241-6,241-100%$295.5K$0-$295.5K2026-10-15
StoneX Group Inc.
CLOSED04,574-4,574-100%$216.6K$0-$216.6K2026-11-03
International Assets Investment Management, LLC
CLOSED0140-140-100%$6.6K$0-$6.6K2026-11-02
Simplex Trading, LLC
CLOSED0140-140-100%$6.6K$0-$6.6K2026-11-04
Cornerstone Planning Group LLC
CLOSED011-11-100%$523$0-$5232026-10-16
Jupiter Topco LLC
N/A—6,395,351-6,395,351-100%$302.4M———
LPL Financial LLC
N/A—716,664-716,664-100%$33.9M———
Pathstone Holdings, LLC
N/A—652,875-652,875-100%$30.9M———
UBS Group AG
N/A—490,125-490,125-100%$23.2M———
Envestnet Asset Management Inc
N/A—479,928-479,928-100%$22.7M———
Banco BTG Pactual S.A.
N/A—264,830-264,830-100%$12.5M———
AE Wealth Management LLC
N/A—255,448-255,448-100%$12.1M———
Sanctuary Advisors, LLC
N/A—233,474-233,474-100%$11.1M———
Summit Financial, LLC
N/A—167,958-167,958-100%$8.0M———
CacheTech Inc.
N/A—147,420-147,420-100%$7.0M———
Adams Wealth Management
N/A—138,199-138,199-100%$6.5M———
Royal Bank of Canada
N/A—136,090-136,090-100%$6.4M———
SSI Investment Management LLC
N/A—133,209-133,209-100%$6.3M———
Raymond James Financial Inc
N/A—111,213-111,213-100%$5.3M———
Osaic Holdings, Inc.
N/A—104,410-104,410-100%$4.9M———
Foundations Investment Advisors, LLC
N/A—97,107-97,107-100%$4.6M———
Envestnet Portfolio Solutions, Inc.
N/A—90,958-90,958-100%$4.3M———
Ameriprise Financial Inc
N/A—65,177-65,177-100%$3.1M———
Impact Partnership Wealth, LLC
N/A—64,190-64,190-100%$3.0M———
Clark Capital Management Group, Inc.
N/A—59,186-59,186-100%$2.8M———
Janney Montgomery Scott LLC
N/A—57,969-57,969-100%$2.7M———
Private Advisory Group LLC
N/A—54,123-54,123-100%$2.6M———
Geneos Wealth Management Inc.
N/A—48,157-48,157-100%$2.3M———
NewEdge Wealth, LLC
N/A—45,143-45,143-100%$2.1M———
Flow Traders U.S. LLC
N/A—45,116-45,116-100%$2.1M———
Advisory Alpha, LLC
N/A—44,309-44,309-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—43,515-43,515-100%$2.1M———
Maridea Wealth Management LLC
N/A—42,205-42,205-100%$2.0M———
MML Investors Services, LLC
N/A—39,747-39,747-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—37,806-37,806-100%$1.8M———
National Philanthropic Trust
N/A—34,367-34,367-100%$1.6M———
Wells Fargo & Company
N/A—33,580-33,580-100%$1.6M———
Stifel Financial Corp
N/A—31,103-31,103-100%$1.5M———
Smith, Moore & Co.
N/A—29,320-29,320-100%$1.4M———
L2 Asset Management, LLC
N/A—27,740-27,740-100%$1.3M———
Focus Partners Wealth
N/A—25,844-25,844-100%$1.2M———
Bienville Capital Management, LLC
N/A—24,816-24,816-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—24,491-24,491-100%$1.2M———
HRT Financial LP
N/A—24,467-24,467-100%$1.2M———
Bank of Montreal
N/A—22,832-22,832-100%$1.1M———
Goldman Sachs Group Inc
N/A—21,045-21,045-100%$996.5K———
Talon Private Wealth, LLC
N/A—20,741-20,741-100%$982.1K———
Susquehanna International Group, LLP
N/A—20,190-20,190-100%$956.0K———
Brown Brothers Harriman & Co
N/A—20,000-20,000-100%$947.0K———
HighTower Advisors, LLC
N/A—19,440-19,440-100%$920.5K———
Ethos Financial Group, LLC
N/A—19,016-19,016-100%$902.7K———
Medallion Wealth Advisors, LLC
N/A—17,989-17,989-100%$920.4K———
Ancora Advisors LLCA
N/A—16,410-16,410-100%$777.0K———
Camelot Portfolios, LLC
N/A—15,116-15,116-100%$715.7K———
NewEdge Advisors, LLC
N/A—15,039-15,039-100%$712.1K———
Betterment LLC
N/A—14,216-14,216-100%$673.0K———
Virtus Fixed Income Advisers, LLC
N/A—13,535-13,535-100%$640.9K———
Jane Street Group, LLC
N/A—13,078-13,078-100%$619.2K———
Kintra Wealth, LLC
N/A—10,861-10,861-100%$514.8K———
Rockefeller Capital Management L.P.
N/A—10,807-10,807-100%$511.8K———
Private Advisor Group, LLC
N/A—10,310-10,310-100%$488.2K———
Advance Capital Management, Inc.
N/A—10,208-10,208-100%$483.3K———
Citadel Advisors LLC
N/A—9,991-9,991-100%$473.1K———
BTS Asset Management, Inc.
N/A—9,284-9,284-100%$439.6K———
Aptus Capital Advisors, LLC
N/A—9,121-9,121-100%$433.6K———
Mariner, LLC
N/A—8,683-8,683-100%$411.1K———
Summitpoint Capital Management
N/A—8,671-8,671-100%$410.6K———
Continuum Advisory, LLC
N/A—7,796-7,796-100%$369.1K———
Principal Securities, Inc.
N/A—7,794-7,794-100%$369.0K———
IHT Wealth Management, LLC
N/A—7,504-7,504-100%$355.3K———
Marshall Financial Group, LLC
N/A—7,389-7,389-100%$349.9K———
Advisory Services Network, LLC
N/A—6,667-6,667-100%$315.7K———
Insigneo Advisory Services, LLC
N/A—6,432-6,432-100%$304.6K———
IFG Advisory, LLC
N/A—6,157-6,157-100%$291.5K———
JT Stratford LLC
N/A—6,045-6,045-100%$286.2K———
Magnolia Private Wealth, LLC
N/A—5,621-5,621-100%$266.2K———
Advyzon Investment Management, LLC
N/A—5,506-5,506-100%$260.7K———
World Investment Advisors
N/A—5,438-5,438-100%$253.5K———
Cerity Partners LLC
N/A—4,841-4,841-100%$229.2K———
Orion Capital Management LLC
N/A—4,693-4,693-100%$222.2K———
Wealthspire Advisors, LLC
N/A—4,406-4,406-100%$208.6K———
Morgan Stanley
N/A—3,586-3,586-100%$169.8K———
Sankala Group LLC
N/A—3,159-3,159-100%$150.1K———
Allworth Financial LP
N/A—1,040-1,040-100%$49.2K———
Crewe Advisors LLC
N/A—856-856-100%$40.5K———
Harbour Investments, Inc.
N/A—762-762-100%$36.1K———
Global Retirement Partners, LLC
N/A—281-281-100%$13.3K———
Darwin Wealth Management, LLC
N/A—265-265-100%$12.6K———
Tower Research Capital LLC (TRC)
N/A—14-14-100%$663———
JPMorgan Chase & Co
N/A—3-3-100%$143———
Showing 213 of 213 institutions