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Janus Henderson Mortg Backed (JMBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
INCREASED
Shares2,731,438 from 2,688,767
Change+42,671 (+2%)
Value$115.4M (-$5.5M)
Filed 2026-10-08
Hamilton Capital, LLC
DECREASED
Shares1,978,648 from 2,035,111
Change-56,463 (-3%)
Value$83.6M (-$7.9M)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares1,495,101 from 1,846,020
Change-350,919 (-19%)
Value$63.2M (-$19.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares1,302,799 from 1,179,100
Change+123,699 (+10%)
Value$55.1M (+$2.0M)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED
Shares882,191 from 850,946
Change+31,245 (+4%)
Value$37.3M (-$892.1K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares852,249 from 803,929
Change+48,320 (+6%)
Value$36.0M (-$152.7K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares820,263 from 1,163,322
Change-343,059 (-29%)
Value$34.8M (-$17.2M)
Filed 2026-10-13
Sage Mountain Advisors LLC
INCREASED
Shares786,517 from 716,333
Change+70,184 (+10%)
Value$33.2M (+$1.0M)
Filed 2026-11-02
CGN Advisors LLC
DECREASED
Shares727,458 from 739,199
Change-11,741 (-2%)
Value$30.7M (-$2.5M)
Filed 2026-10-21
Albion Financial Group
INCREASED
Shares698,699 from 676,034
Change+22,665 (+3%)
Value$29.5M (-$887.7K)
Filed 2026-10-21
Arvest Investments, Inc.
INCREASED
Shares681,829 from 643,610
Change+38,219 (+6%)
Value$28.8M (-$141.9K)
Filed 2026-10-21
Towneley Capital Management, Inc / de
INCREASED
Shares633,992 from 624,815
Change+9,177 (+1%)
Value$26.8M (-$1.3M)
Filed 2026-10-09
Kestra Investment Management, LLC
INCREASED
Shares593,302 from 573,031
Change+20,271 (+4%)
Value$25.1M (-$707.7K)
Filed 2026-11-04
AlphaCore Capital LLC
DECREASED
Shares555,915 from 775,881
Change-219,966 (-28%)
Value$23.6M (-$11.5M)
Filed 2026-11-04
Legacy Private Trust Co.
DECREASED
Shares533,881 from 602,038
Change-68,157 (-11%)
Value$22.6M (-$4.5M)
Filed 2026-10-06
Cypress Financial Planning LLC
INCREASED
Shares493,861 from 415,201
Change+78,660 (+19%)
Value$20.9M (+$2.2M)
Filed 2026-10-09
Financial Enhancement Group LLC
INCREASED
Shares463,609 from 439,049
Change+24,560 (+6%)
Value$19.6M (-$188.5K)
Filed 2026-10-08
Focused Wealth Management, Inc
INCREASED
Shares379,739 from 347,476
Change+32,263 (+9%)
Value$16.0M (+$414.9K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares369,029 from 351,290
Change+17,739 (+5%)
Value$15.6M (-$209.4K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares360,209 from 327,232
Change+32,977 (+10%)
Value$15.2M (+$500.2K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares326,844 from 309,829
Change+17,015 (+5%)
Value$13.8K (-$13.9M)
Filed 2026-11-02
Goelzer Investment Management, Inc.
INCREASED
Shares325,105 from 320,242
Change+4,863 (+2%)
Value$13.7M (-$668.8K)
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares322,234 from 306,485
Change+15,749 (+5%)
Value$13.6M (-$171.2K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares303,890 from 420,361
Change-116,471 (-28%)
Value$12.8M (-$6.1M)
Filed 2026-10-16
Asio Capital, LLC
DECREASED
Shares291,827 from 345,999
Change-54,172 (-16%)
Value$12.3M (-$3.3M)
Filed 2026-10-19
Allen Capital Group, LLC
DECREASED
Shares282,454 from 324,391
Change-41,937 (-13%)
Value$11.9M (-$2.7M)
Filed 2026-10-27
SeaBridge Investment Advisors LLC
DECREASED
Shares281,649 from 446,615
Change-164,966 (-37%)
Value$11.9M (-$8.2M)
Filed 2026-11-02
Wespac Advisors SoCal, LLC
DECREASED
Shares264,268 from 279,670
Change-15,402 (-6%)
Value$11.2M (-$1.4M)
Filed 2026-10-13
Englebert Financial Advisers, LLC
INCREASED
Shares228,290 from 227,013
Change+1,277 (+1%)
Value$9.6M (-$565.8K)
Filed 2026-10-20
True North Advisors, LLC
DECREASED
Shares219,694 from 221,276
Change-1,582 (-1%)
Value$9.3M (-$626.8K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares212,565 from 210,440
Change+2,125 (+1%)
Value$9.0M (-$484.7K)
Filed 2026-11-06
Genesis Private Wealth, LLC
INCREASED
Shares190,568 from 177,437
Change+13,131 (+7%)
Value$8.1M (+$70.5K)
Filed 2026-11-02
ARQ Wealth Advisors, LLC
DECREASED
Shares190,543 from 243,493
Change-52,950 (-22%)
Value$8.1M (-$2.8M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares188,176 from 113,200
Change+74,976 (+66%)
Value$8.0M (+$2.9M)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares185,557 from 172,231
Change+13,326 (+8%)
Value$7.8M (+$93.0K)
Filed 2026-11-05
Seed Wealth Management, Inc.
INCREASED
Shares174,594 from 170,917
Change+3,677 (+2%)
Value$7.4M (-$311.2K)
Filed 2026-10-20
IVC Wealth Advisors LLC
INCREASED
Shares172,346 from 156,958
Change+15,388 (+10%)
Value$7.3M (+$221.8K)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
INCREASED
Shares171,265 from 162,759
Change+8,506 (+5%)
Value$7.2M (-$84.9K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares163,169 from 118,097
Change+45,072 (+38%)
Value$6.9M (+$1.6M)
Filed 2026-11-02
Sage Advisory Services, Ltd.Co.
DECREASED
Shares152,949 from 256,374
Change-103,425 (-40%)
Value$6.5M (-$5.1M)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares136,807 from 93,887
Change+42,920 (+46%)
Value$5.8M (+$1.6M)
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares135,394 from 91,197
Change+44,197 (+48%)
Value$5.9M (+$1.8M)
Filed 2026-11-05
Unique Wealth Strategies, LLC
UNCHANGED
Shares134,410 from 134,410
Change0 (0%)
Value$6.0M ($0)
Filed 2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED
Shares133,480 from 50,682
Change+82,798 (+163%)
Value$5.6M (+$3.4M)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares126,971 from 125,774
Change+1,197 (+1%)
Value$5.4M (-$292.8K)
Filed 2026-10-16
Family Legacy, Inc.
INCREASED
Shares107,706 from 55,174
Change+52,532 (+95%)
Value$4.6M (+$2.1M)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares102,917 from 91,818
Change+11,099 (+12%)
Value$4.3M (+$218.4K)
Filed 2026-10-27
FDx Advisors, Inc.
INCREASED
Shares101,696 from 80,279
Change+21,417 (+27%)
Value$4.3M (+$686.0K)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares101,500 from 99,510
Change+1,990 (+2%)
Value$4.3M (-$187.6K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares97,414 from 120,289
Change-22,875 (-19%)
Value$4.1M (-$1.3M)
Filed 2026-11-05
First Security Investment Management, Inc.
INCREASED
Shares90,700 from 49,017
Change+41,683 (+85%)
Value$3.8M (+$1.6M)
Filed 2026-11-05
Paladin Wealth, LLC
DECREASED
Shares90,394 from 91,858
Change-1,464 (-2%)
Value$3.8M (-$312.6K)
Filed 2026-10-23
B.A. Schrock Wealth Management, Inc.
NEW
Shares86,593
Change+86,593
Value$3.7M
Filed 2026-10-15
Lionshead Wealth Management, LLC
DECREASED
Shares84,209 from 89,288
Change-5,079 (-6%)
Value$3.6M (-$459.3K)
Filed 2026-10-21
Fire Capital Management LLC
INCREASED
Shares83,272 from 55,889
Change+27,383 (+49%)
Value$3.5M (+$1.0M)
Filed 2026-10-27
Leo Wealth, LLC
NEW
Shares61,798
Change+61,798
Value$2.6M
Filed 2026-10-26
Macroview Investment Management LLC
INCREASED
Shares59,103 from 57,249
Change+1,854 (+3%)
Value$2.5M (-$78.0K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares56,890 from 81,990
Change-25,100 (-31%)
Value$2.4M (-$1.3M)
Filed 2026-10-08
Atwood & Palmer Inc
INCREASED
Shares53,550 from 22,550
Change+31,000 (+137%)
Value$2.3M (+$1.2M)
Filed 2026-10-08
Blueline Advisors LLC
DECREASED
Shares53,460 from 54,859
Change-1,399 (-3%)
Value$2.3M (-$210.2K)
Filed 2026-10-15
Bulwark Capital Corp
INCREASED
Shares51,527 from 41,961
Change+9,566 (+23%)
Value$2.2M (+$289.7K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares49,375 from 55,828
Change-6,453 (-12%)
Value$2.1M (-$425.1K)
Filed 2026-10-28
Diversify Wealth Management, LLC
NEW
Shares45,043
Change+45,043
Value$1.9M
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares45,043
Change+45,043
Value$1.9M
Filed 2026-10-20
Carter Financial Group, Inc.
DECREASED
Shares42,031 from 42,365
Change-334 (-1%)
Value$1.8M (-$129.6K)
Filed 2026-10-21
Autumn Glory Partners, LLC
UNCHANGED
Shares40,985 from 40,985
Change0 (0%)
Value$1.7M (-$111.9K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
DECREASED
Shares39,470 from 40,507
Change-1,037 (-3%)
Value$1.7M (-$154.4K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares35,920 from 25,569
Change+10,351 (+40%)
Value$1.5K (-$1.1M)
Filed 2026-10-26
Ergawealth Advisors, Inc.
DECREASED
Shares35,302 from 35,358
Change-56 (0%)
Value$1.5M (-$98.9K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares34,731 from 34,213
Change+518 (+2%)
Value$1.5M (-$71.5K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares33,667 from 31,282
Change+2,385 (+8%)
Value$1.4M (+$9.4K)
Filed 2026-10-13
James Investment Research, Inc.
INCREASED
Shares33,473 from 31,781
Change+1,692 (+5%)
Value$1.4M (-$15.2K)
Filed 2026-10-22
Tenzing Financial LLC
INCREASED
Shares31,384 from 30,376
Change+1,008 (+3%)
Value$1.3M (-$24.6K)
Filed 2026-11-03
Gibbs Wealth Management
DECREASED
Shares30,355 from 34,116
Change-3,761 (-11%)
Value$1.3M (-$252.1K)
Filed 2026-10-22
Verdence Capital Advisors LLC
INCREASED
Shares28,722 from 28,693
Change+29 (+0%)
Value$1.2M (-$77.1K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares27,798 from 24,616
Change+3,182 (+13%)
Value$1.2M (+$57.7K)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares26,766 from 33,600
Change-6,834 (-20%)
Value$1.1M (-$380.5K)
Filed 2026-10-23
Tortoise Investment Management, LLC
INCREASED
Shares26,609 from 11,625
Change+14,984 (+129%)
Value$1.1M (+$601.5K)
Filed 2026-11-06
Impact Capital Partners LLC
DECREASED
Shares22,930 from 33,100
Change-10,170 (-31%)
Value$969.0K (-$520.1K)
Filed 2026-10-22
Northbridge Financial Group, LLC
DECREASED
Shares21,512 from 22,262
Change-750 (-3%)
Value$909.1K (-$92.5K)
Filed 2026-11-05
Pictet North America Advisors SA
DECREASED
Shares21,390 from 584,021
Change-562,631 (-96%)
Value$903.9K (-$25.4M)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares20,081 from 21,009
Change-928 (-4%)
Value$848.6K (-$96.6K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares16,934 from 12,684
Change+4,250 (+34%)
Value$715.6K (+$144.9K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares14,776 from 5,062
Change+9,714 (+192%)
Value$624.4K (+$395.8K)
Filed 2026-11-03
Greenwood Capital Associates LLC
INCREASED
Shares14,189 from 11,425
Change+2,764 (+24%)
Value$599.6K (+$85.6K)
Filed 2026-10-27
Banque Pictet & CIE SA
DECREASED
Shares13,900 from 44,150
Change-30,250 (-69%)
Value$587.4K (-$1.4M)
Filed 2026-10-16
Simplicity Wealth,LLC
DECREASED
Shares13,328 from 19,557
Change-6,229 (-32%)
Value$563.3K (-$316.6K)
Filed 2026-10-23
Acropolis Investment Management, LLC
DECREASED
Shares12,994 from 39,679
Change-26,685 (-67%)
Value$549.1K (-$1.2M)
Filed 2026-10-08
Level Four Advisory Services, LLC
DECREASED
Shares12,876 from 15,837
Change-2,961 (-19%)
Value$544.2K (-$168.4K)
Filed 2026-11-06
Richmond Investment Services, LLC
UNCHANGED
Shares12,377 from 12,377
Change0 (0%)
Value$523.0K (-$33.8K)
Filed 2026-10-29
Able Wealth Management LLC
DECREASED
Shares12,059 from 33,752
Change-21,693 (-64%)
Value$508.7K (-$1.0M)
Filed 2026-10-13
Northwest Financial Advisors
DECREASED
Shares11,705 from 16,930
Change-5,225 (-31%)
Value$494.6K (-$267.0K)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares11,366 from 11,844
Change-478 (-4%)
Value$480.3K (-$52.5K)
Filed 2026-10-15
Weaver Consulting Group
UNCHANGED
Shares11,270 from 11,270
Change0 (0%)
Value$476.3K (-$30.8K)
Filed 2026-10-07
Trust Co
INCREASED
Shares10,968 from 7,426
Change+3,542 (+48%)
Value$463.5K (+$129.4K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
DECREASED
Shares10,757 from 36,320
Change-25,563 (-70%)
Value$454.6K (-$1.2M)
Filed 2026-11-03
Mendel Money Management
DECREASED
Shares10,230 from 10,683
Change-453 (-4%)
Value$432.3K (-$48.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares10,183
Change+10,183
Value$430.3K
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares8,530 from 8,530
Change0 (0%)
Value$360.5K (-$23.3K)
Filed 2026-10-26
Johnson Financial Group, LLC
UNCHANGED
Shares7,744 from 7,744
Change0 (0%)
Value$327.3K (-$21.1K)
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares7,529 from 7,969
Change-440 (-6%)
Value$318.2K (-$40.4K)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares7,191 from 8,815
Change-1,624 (-18%)
Value$303.9K (-$92.7K)
Filed 2026-11-06
Valmark Advisers, Inc.
DECREASED
Shares7,126 from 7,167
Change-41 (-1%)
Value$301.1K (-$21.3K)
Filed 2026-11-06
Americana Partners, LLC
UNCHANGED
Shares7,123 from 7,123
Change0 (0%)
Value$301.0K (-$19.4K)
Filed 2026-10-28
Obermeyer Wealth Partners
NEW
Shares7,000
Change+7,000
Value$295.8K
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED
Shares6,737 from 6,724
Change+13 (+0%)
Value$284.7K (-$17.8K)
Filed 2026-10-21
United Community Bank
UNCHANGED
Shares6,235 from 6,235
Change0 (0%)
Value$263.5K (-$17.0K)
Filed 2026-10-28
Wespac Advisors, LLC
DECREASED
Shares6,158 from 6,803
Change-645 (-9%)
Value$260.2K (-$45.8K)
Filed 2026-10-26
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares6,076 from 19,580
Change-13,504 (-69%)
Value$256.8K (-$624.1K)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
DECREASED
Shares6,055 from 8,360
Change-2,305 (-28%)
Value$257.1K (-$120.7K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares5,959 from 4,247
Change+1,712 (+40%)
Value$251.8K (+$60.8K)
Filed 2026-11-05
Essex LLC
UNCHANGED
Shares5,585 from 5,585
Change0 (0%)
Value$236.0K (-$15.2K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares5,568 from 5,930
Change-362 (-6%)
Value$235.3K (-$31.5K)
Filed 2026-10-08
Lincoln Capital Corp
UNCHANGED
Shares5,454 from 5,454
Change0 (0%)
Value$230.5K (-$14.9K)
Filed 2026-10-13
Saxon Interests, Inc.
DECREASED
Shares5,355 from 6,916
Change-1,561 (-23%)
Value$226.3K (-$84.8K)
Filed 2026-10-26
Fisher Asset Management, LLC
NEW
Shares5,154
Change+5,154
Value$217.8K
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares5,037 from 10,187
Change-5,150 (-51%)
Value$212.9K (-$245.4K)
Filed 2026-10-13
Csenge Advisory Group
UNCHANGED
Shares5,002 from 5,002
Change0 (0%)
Value$211.4K (-$13.7K)
Filed 2026-11-04
D.A. Davidson & Co.
NEW
Shares4,789
Change+4,789
Value$202.4K
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares3,535 from 3,535
Change0 (0%)
Value$159.0K ($0)
Filed 2026-11-06
North Star Investment Management Corp.
INCREASED
Shares2,937 from 2,908
Change+29 (+1%)
Value$124.1K (-$6.7K)
Filed 2026-10-27
Mather Group, Llc.
DECREASED
Shares2,189 from 3,015
Change-826 (-27%)
Value$92.5K (-$43.1K)
Filed 2026-10-14
PFS Partners, LLC
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$63.6K (-$4.1K)
Filed 2026-10-21
Private Trust Co NA
NEW
Shares1,475
Change+1,475
Value$62.3K
Filed 2026-10-20
Clearstead Advisors, LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$46.3K (-$3.0K)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$44.2K (-$2.9K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
DECREASED
Shares874 from 1,362
Change-488 (-36%)
Value$36.9K (-$24.3K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares789
Change+789
Value$33.3K
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares778 from 750
Change+28 (+4%)
Value$32.9K (-$865)
Filed 2026-10-23
Abound Wealth Management
NEW
Shares776
Change+776
Value$32.8K
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$25.8K (-$1.7K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
NEW
Shares563
Change+563
Value$23.8K
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$23.6K (-$1.5K)
Filed 2026-11-04
EPG Wealth Management LLC
DECREASED
Shares551 from 591
Change-40 (-7%)
Value$23.3K (-$3.3K)
Filed 2026-11-03
Coston, McIsaac & Partners
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$21.4K (+$21.4K)
Filed 2026-11-06
Markowski Investments
NEW
Shares455
Change+455
Value$19.2K
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares302
Change+302
Value$12.8K
Filed 2026-10-09
Trust Co of Toledo NA
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$12.4K (-$803)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares231
Change+231
Value$9.8K
Filed 2026-11-05
Capital Investment Advisory Services, LLC
NEW
Shares205
Change+205
Value$8.7K
Filed 2026-10-30
DecisionPoint Financial, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$3.9K (-$227)
Filed 2026-10-27
High Point Wealth Management, LLC
NEW
Shares70
Change+70
Value$3.0K
Filed 2026-11-05
Signature Equity Partners, LLC
NEW
Shares34
Change+34
Value$1.4K
Filed 2026-10-29
Caldwell Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.3K (-$82)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares16 from 1,771
Change-1,755 (-99%)
Value$682 (-$79.0K)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 60,200
Change-60,200 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-03
Columbia Advisory Partners LLC
CLOSED
Shares0 from 58,082
Change-58,082 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-15
Whalen Wealth Management Inc.
CLOSED
Shares0 from 42,761
Change-42,761 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-08
Cornerstone Wealth, LLC
CLOSED
Shares0 from 32,948
Change-32,948 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Stableford Capital II LLC
CLOSED
Shares0 from 20,682
Change-20,682 (-100%)
Value$0 (-$930.5K)
Filed 2026-10-09
Lido Advisors, LLC
CLOSED
Shares0 from 16,344
Change-16,344 (-100%)
Value$0 (-$738.5K)
Filed 2026-11-04
HB Wealth Management, LLC
CLOSED
Shares0 from 9,972
Change-9,972 (-100%)
Value$0 (-$448.7K)
Filed 2026-10-23
True Private Wealth Advisors
CLOSED
Shares0 from 9,300
Change-9,300 (-100%)
Value$0 (-$418.4K)
Filed 2026-10-19
Breakwater Capital Group
CLOSED
Shares0 from 8,612
Change-8,612 (-100%)
Value$0 (-$387.5K)
Filed 2026-10-09
Independent Wealth Network Inc.
CLOSED
Shares0 from 8,573
Change-8,573 (-100%)
Value$0 (-$385.7K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 6,644
Change-6,644 (-100%)
Value$0 (-$300.1K)
Filed 2026-11-05
Vise Technologies, Inc.
CLOSED
Shares0 from 5,232
Change-5,232 (-100%)
Value$0 (-$235.4K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 4,461
Change-4,461 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-01
LifeSteps Financial, Inc.
CLOSED
Shares0 from 2,835
Change-2,835 (-100%)
Value$0 (-$127.5K)
Filed 2026-10-15
Golden State Wealth Management, LLC
CLOSED
Shares0 from 2,614
Change-2,614 (-100%)
Value$0 (-$117.6K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,674
Change-1,674 (-100%)
Value$0 (-$75.1K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$450)
Filed 2026-10-16
Morgan Stanley
N/A
Shares— from 30,547,370
Change-30,547,370 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 22,369,778
Change-22,369,778 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,888,964
Change-9,888,964 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,993,467
Change-3,993,467 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,410,091
Change-3,410,091 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,363,367
Change-3,363,367 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,825,037
Change-2,825,037 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,597,488
Change-2,597,488 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,420,928
Change-2,420,928 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,206,955
Change-2,206,955 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,989,959
Change-1,989,959 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,856,863
Change-1,856,863 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,835,337
Change-1,835,337 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,789,564
Change-1,789,564 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,638,165
Change-1,638,165 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,106,482
Change-1,106,482 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,068,068
Change-1,068,068 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,047,135
Change-1,047,135 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 666,521
Change-666,521 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 653,740
Change-653,740 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 606,920
Change-606,920 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 514,221
Change-514,221 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 510,655
Change-510,655 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 501,234
Change-501,234 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 496,674
Change-496,674 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 426,966
Change-426,966 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 387,864
Change-387,864 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 377,860
Change-377,860 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 356,418
Change-356,418 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 353,394
Change-353,394 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 346,402
Change-346,402 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 321,613
Change-321,613 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 276,850
Change-276,850 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 273,130
Change-273,130 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 232,467
Change-232,467 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 211,641
Change-211,641 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 181,144
Change-181,144 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 168,168
Change-168,168 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 153,652
Change-153,652 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 152,257
Change-152,257 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 151,505
Change-151,505 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 147,096
Change-147,096 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 127,188
Change-127,188 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 126,321
Change-126,321 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 115,390
Change-115,390 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 113,013
Change-113,013 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 97,579
Change-97,579 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 91,949
Change-91,949 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 83,541
Change-83,541 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 80,948
Change-80,948 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 77,684
Change-77,684 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 71,141
Change-71,141 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 66,083
Change-66,083 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 64,091
Change-64,091 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 63,146
Change-63,146 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 62,219
Change-62,219 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 57,369
Change-57,369 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 54,024
Change-54,024 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 50,643
Change-50,643 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 49,779
Change-49,779 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 45,132
Change-45,132 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 44,729
Change-44,729 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 41,792
Change-41,792 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 39,656
Change-39,656 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 39,341
Change-39,341 (-100%)
Value—
&partners
N/A
Shares— from 38,206
Change-38,206 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 35,777
Change-35,777 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35,644
Change-35,644 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,334
Change-29,334 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 28,550
Change-28,550 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 26,710
Change-26,710 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 26,633
Change-26,633 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 25,959
Change-25,959 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 23,489
Change-23,489 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 23,308
Change-23,308 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 23,138
Change-23,138 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 22,465
Change-22,465 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 21,251
Change-21,251 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 19,528
Change-19,528 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 19,402
Change-19,402 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 18,538
Change-18,538 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 17,972
Change-17,972 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,791
Change-17,791 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 17,621
Change-17,621 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 17,235
Change-17,235 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 17,043
Change-17,043 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 16,836
Change-16,836 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 16,293
Change-16,293 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 14,403
Change-14,403 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,257
Change-14,257 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,828
Change-13,828 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,595
Change-13,595 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 9,745
Change-9,745 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 8,262
Change-8,262 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 7,996
Change-7,996 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 7,844
Change-7,844 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 7,809
Change-7,809 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,695
Change-6,695 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 6,348
Change-6,348 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,223
Change-6,223 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 66
Change-66 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Gradient Investments LLC
INCREASED2,731,4382,688,767+42,671+2%$121.0M$115.4M-$5.5M2026-10-08
Hamilton Capital, LLC
DECREASED1,978,6482,035,111-56,463-3%$91.6M$83.6M-$7.9M2026-10-08
LPL Financial LLC
DECREASED1,495,1011,846,020-350,919-19%$83.1M$63.2M-$19.9M2026-11-06
Bank of New York Mellon Corp
INCREASED1,302,7991,179,100+123,699+10%$53.0M$55.1M+$2.0M2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED882,191850,946+31,245+4%$38.2M$37.3M-$892.1K2026-10-09
Truist Financial Corp
INCREASED852,249803,929+48,320+6%$36.2M$36.0M-$152.7K2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED820,2631,163,322-343,059-29%$52.0M$34.8M-$17.2M2026-10-13
Sage Mountain Advisors LLC
INCREASED786,517716,333+70,184+10%$32.2M$33.2M+$1.0M2026-11-02
CGN Advisors LLC
DECREASED727,458739,199-11,741-2%$33.3M$30.7M-$2.5M2026-10-21
Albion Financial Group
INCREASED698,699676,034+22,665+3%$30.4M$29.5M-$887.7K2026-10-21
Arvest Investments, Inc.
INCREASED681,829643,610+38,219+6%$29.0M$28.8M-$141.9K2026-10-21
Towneley Capital Management, Inc / de
INCREASED633,992624,815+9,177+1%$28.1M$26.8M-$1.3M2026-10-09
Kestra Investment Management, LLC
INCREASED593,302573,031+20,271+4%$25.8M$25.1M-$707.7K2026-11-04
AlphaCore Capital LLC
DECREASED555,915775,881-219,966-28%$35.1M$23.6M-$11.5M2026-11-04
Legacy Private Trust Co.
DECREASED533,881602,038-68,157-11%$27.1M$22.6M-$4.5M2026-10-06
Cypress Financial Planning LLC
INCREASED493,861415,201+78,660+19%$18.7M$20.9M+$2.2M2026-10-09
Financial Enhancement Group LLC
INCREASED463,609439,049+24,560+6%$19.8M$19.6M-$188.5K2026-10-08
Focused Wealth Management, Inc
INCREASED379,739347,476+32,263+9%$15.6M$16.0M+$414.9K2026-10-30
Parallel Advisors, LLC
INCREASED369,029351,290+17,739+5%$15.8M$15.6M-$209.4K2026-11-03
Secure Asset Management, LLC
INCREASED360,209327,232+32,977+10%$14.7M$15.2M+$500.2K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED326,844309,829+17,015+5%$13.9M$13.8K-$13.9M2026-11-02
Goelzer Investment Management, Inc.
INCREASED325,105320,242+4,863+2%$14.4M$13.7M-$668.8K2026-10-16
Verus Capital Partners, LLC
INCREASED322,234306,485+15,749+5%$13.8M$13.6M-$171.2K2026-11-03
KWB Wealth
DECREASED303,890420,361-116,471-28%$18.9M$12.8M-$6.1M2026-10-16
Asio Capital, LLC
DECREASED291,827345,999-54,172-16%$15.6M$12.3M-$3.3M2026-10-19
Allen Capital Group, LLC
DECREASED282,454324,391-41,937-13%$14.6M$11.9M-$2.7M2026-10-27
SeaBridge Investment Advisors LLC
DECREASED281,649446,615-164,966-37%$20.1M$11.9M-$8.2M2026-11-02
Wespac Advisors SoCal, LLC
DECREASED264,268279,670-15,402-6%$12.6M$11.2M-$1.4M2026-10-13
Englebert Financial Advisers, LLC
INCREASED228,290227,013+1,277+1%$10.2M$9.6M-$565.8K2026-10-20
True North Advisors, LLC
DECREASED219,694221,276-1,582-1%$10.0M$9.3M-$626.8K2026-10-22
PNC Financial Services Group, Inc.
INCREASED212,565210,440+2,125+1%$9.5M$9.0M-$484.7K2026-11-06
Genesis Private Wealth, LLC
INCREASED190,568177,437+13,131+7%$8.0M$8.1M+$70.5K2026-11-02
ARQ Wealth Advisors, LLC
DECREASED190,543243,493-52,950-22%$10.8M$8.1M-$2.8M2026-10-29
Kestra Advisory Services, LLC
INCREASED188,176113,200+74,976+66%$5.1M$8.0M+$2.9M2026-11-02
Meridian Wealth Management, LLC
INCREASED185,557172,231+13,326+8%$7.7M$7.8M+$93.0K2026-11-05
Seed Wealth Management, Inc.
INCREASED174,594170,917+3,677+2%$7.7M$7.4M-$311.2K2026-10-20
IVC Wealth Advisors LLC
INCREASED172,346156,958+15,388+10%$7.1M$7.3M+$221.8K2026-10-23
Cornerstone Wealth Group, LLC
INCREASED171,265162,759+8,506+5%$7.3M$7.2M-$84.9K2026-11-02
Commonwealth Equity Services, LLC
INCREASED163,169118,097+45,072+38%$5.3M$6.9M+$1.6M2026-11-02
Sage Advisory Services, Ltd.Co.
DECREASED152,949256,374-103,425-40%$11.5M$6.5M-$5.1M2026-10-29
Fifth Third Bancorp
INCREASED136,80793,887+42,920+46%$4.2M$5.8M+$1.6M2026-11-05
Destiny Wealth Partners, LLC
INCREASED135,39491,197+44,197+48%$4.0M$5.9M+$1.8M2026-11-05
Unique Wealth Strategies, LLC
UNCHANGED134,410134,41000%$6.0M$6.0M$02026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED133,48050,682+82,798+163%$2.3M$5.6M+$3.4M2026-10-14
IFP Advisors, Inc
INCREASED126,971125,774+1,197+1%$5.7M$5.4M-$292.8K2026-10-16
Family Legacy, Inc.
INCREASED107,70655,174+52,532+95%$2.5M$4.6M+$2.1M2026-10-13
VestGen Advisors, LLC
INCREASED102,91791,818+11,099+12%$4.1M$4.3M+$218.4K2026-10-27
FDx Advisors, Inc.
INCREASED101,69680,279+21,417+27%$3.6M$4.3M+$686.0K2026-11-05
Bailard, Inc.
INCREASED101,50099,510+1,990+2%$4.5M$4.3M-$187.6K2026-10-13
Moneco Advisors, LLC
DECREASED97,414120,289-22,875-19%$5.4M$4.1M-$1.3M2026-11-05
First Security Investment Management, Inc.
INCREASED90,70049,017+41,683+85%$2.2M$3.8M+$1.6M2026-11-05
Paladin Wealth, LLC
DECREASED90,39491,858-1,464-2%$4.1M$3.8M-$312.6K2026-10-23
B.A. Schrock Wealth Management, Inc.
NEW86,593—+86,593——$3.7M—2026-10-15
Lionshead Wealth Management, LLC
DECREASED84,20989,288-5,079-6%$4.0M$3.6M-$459.3K2026-10-21
Fire Capital Management LLC
INCREASED83,27255,889+27,383+49%$2.5M$3.5M+$1.0M2026-10-27
Leo Wealth, LLC
NEW61,798—+61,798——$2.6M—2026-10-26
Macroview Investment Management LLC
INCREASED59,10357,249+1,854+3%$2.6M$2.5M-$78.0K2026-10-26
Farther Finance Advisors, LLC
DECREASED56,89081,990-25,100-31%$3.7M$2.4M-$1.3M2026-10-08
Atwood & Palmer Inc
INCREASED53,55022,550+31,000+137%$1.0M$2.3M+$1.2M2026-10-08
Blueline Advisors LLC
DECREASED53,46054,859-1,399-3%$2.5M$2.3M-$210.2K2026-10-15
Bulwark Capital Corp
INCREASED51,52741,961+9,566+23%$1.9M$2.2M+$289.7K2026-10-13
Founders Financial Securities LLC
DECREASED49,37555,828-6,453-12%$2.5M$2.1M-$425.1K2026-10-28
Diversify Wealth Management, LLC
NEW45,043—+45,043——$1.9M—2026-10-20
Diversify Advisory Services, LLC
NEW45,043—+45,043——$1.9M—2026-10-20
Carter Financial Group, Inc.
DECREASED42,03142,365-334-1%$1.9M$1.8M-$129.6K2026-10-21
Autumn Glory Partners, LLC
UNCHANGED40,98540,98500%$1.8M$1.7M-$111.9K2026-10-26
Harbor Investment Advisory, LLC
DECREASED39,47040,507-1,037-3%$1.8M$1.7M-$154.4K2026-10-13
Park Avenue Securities LLC
INCREASED35,92025,569+10,351+40%$1.2M$1.5K-$1.1M2026-10-26
Ergawealth Advisors, Inc.
DECREASED35,30235,358-560%$1.6M$1.5M-$98.9K2026-10-21
Atria Investments, Inc
INCREASED34,73134,213+518+2%$1.5M$1.5M-$71.5K2026-10-15
SAX Wealth Advisors, LLC
INCREASED33,66731,282+2,385+8%$1.4M$1.4M+$9.4K2026-10-13
James Investment Research, Inc.
INCREASED33,47331,781+1,692+5%$1.4M$1.4M-$15.2K2026-10-22
Tenzing Financial LLC
INCREASED31,38430,376+1,008+3%$1.4M$1.3M-$24.6K2026-11-03
Gibbs Wealth Management
DECREASED30,35534,116-3,761-11%$1.5M$1.3M-$252.1K2026-10-22
Verdence Capital Advisors LLC
INCREASED28,72228,693+29+0%$1.3M$1.2M-$77.1K2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED27,79824,616+3,182+13%$1.1M$1.2M+$57.7K2026-10-13
Apollon Wealth Management, LLC
DECREASED26,76633,600-6,834-20%$1.5M$1.1M-$380.5K2026-10-23
Tortoise Investment Management, LLC
INCREASED26,60911,625+14,984+129%$523.0K$1.1M+$601.5K2026-11-06
Impact Capital Partners LLC
DECREASED22,93033,100-10,170-31%$1.5M$969.0K-$520.1K2026-10-22
Northbridge Financial Group, LLC
DECREASED21,51222,262-750-3%$1.0M$909.1K-$92.5K2026-11-05
Pictet North America Advisors SA
DECREASED21,390584,021-562,631-96%$26.3M$903.9K-$25.4M2026-10-21
Lanark Financial, Inc.
DECREASED20,08121,009-928-4%$945.2K$848.6K-$96.6K2026-10-26
Creative Planning
INCREASED16,93412,684+4,250+34%$570.7K$715.6K+$144.9K2026-11-02
StoneX Group Inc.
INCREASED14,7765,062+9,714+192%$228.6K$624.4K+$395.8K2026-11-03
Greenwood Capital Associates LLC
INCREASED14,18911,425+2,764+24%$514.0K$599.6K+$85.6K2026-10-27
Banque Pictet & CIE SA
DECREASED13,90044,150-30,250-69%$2.0M$587.4K-$1.4M2026-10-16
Simplicity Wealth,LLC
DECREASED13,32819,557-6,229-32%$879.9K$563.3K-$316.6K2026-10-23
Acropolis Investment Management, LLC
DECREASED12,99439,679-26,685-67%$1.8M$549.1K-$1.2M2026-10-08
Level Four Advisory Services, LLC
DECREASED12,87615,837-2,961-19%$712.5K$544.2K-$168.4K2026-11-06
Richmond Investment Services, LLC
UNCHANGED12,37712,37700%$556.8K$523.0K-$33.8K2026-10-29
Able Wealth Management LLC
DECREASED12,05933,752-21,693-64%$1.5M$508.7K-$1.0M2026-10-13
Northwest Financial Advisors
DECREASED11,70516,930-5,225-31%$761.7K$494.6K-$267.0K2026-10-27
Blue Trust, Inc.
DECREASED11,36611,844-478-4%$532.9K$480.3K-$52.5K2026-10-15
Weaver Consulting Group
UNCHANGED11,27011,27000%$507.0K$476.3K-$30.8K2026-10-07
Trust Co
INCREASED10,9687,426+3,542+48%$334.1K$463.5K+$129.4K2026-10-09
Almanack Investment Partners, Llc.
DECREASED10,75736,320-25,563-70%$1.6M$454.6K-$1.2M2026-11-03
Mendel Money Management
DECREASED10,23010,683-453-4%$481.0K$432.3K-$48.7K2026-11-02
Concurrent Investment Advisors, LLC
NEW10,183—+10,183——$430.3K—2026-10-16
First Horizon Corp
UNCHANGED8,5308,53000%$383.8K$360.5K-$23.3K2026-10-26
Johnson Financial Group, LLC
UNCHANGED7,7447,74400%$348.4K$327.3K-$21.1K2026-11-03
Visionary Wealth Advisors
DECREASED7,5297,969-440-6%$358.5K$318.2K-$40.4K2026-11-04
Merit Financial Group, LLC
DECREASED7,1918,815-1,624-18%$396.6K$303.9K-$92.7K2026-11-06
Valmark Advisers, Inc.
DECREASED7,1267,167-41-1%$322.4K$301.1K-$21.3K2026-11-06
Americana Partners, LLC
UNCHANGED7,1237,12300%$320.5K$301.0K-$19.4K2026-10-28
Obermeyer Wealth Partners
NEW7,000—+7,000——$295.8K—2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED6,7376,724+13+0%$302.5K$284.7K-$17.8K2026-10-21
United Community Bank
UNCHANGED6,2356,23500%$280.5K$263.5K-$17.0K2026-10-28
Wespac Advisors, LLC
DECREASED6,1586,803-645-9%$306.1K$260.2K-$45.8K2026-10-26
Split Rock Private Trading & Wealth Management, LLC
DECREASED6,07619,580-13,504-69%$880.9K$256.8K-$624.1K2026-10-15
Endeavor Private Wealth, Inc.
DECREASED6,0558,360-2,305-28%$377.8K$257.1K-$120.7K2026-11-05
US Bancorp \de\
INCREASED5,9594,247+1,712+40%$191.1K$251.8K+$60.8K2026-11-05
Essex LLC
UNCHANGED5,5855,58500%$251.3K$236.0K-$15.2K2026-10-14
CoreCap Advisors, LLC
DECREASED5,5685,930-362-6%$266.8K$235.3K-$31.5K2026-10-08
Lincoln Capital Corp
UNCHANGED5,4545,45400%$245.4K$230.5K-$14.9K2026-10-13
Saxon Interests, Inc.
DECREASED5,3556,916-1,561-23%$311.2K$226.3K-$84.8K2026-10-26
Fisher Asset Management, LLC
NEW5,154—+5,154——$217.8K—2026-11-06
Independent Financial Group, LLC
DECREASED5,03710,187-5,150-51%$458.3K$212.9K-$245.4K2026-10-13
Csenge Advisory Group
UNCHANGED5,0025,00200%$225.0K$211.4K-$13.7K2026-11-04
D.A. Davidson & Co.
NEW4,789—+4,789——$202.4K—2026-10-28
Allworth Financial LP
UNCHANGED3,5353,53500%$159.0K$159.0K$02026-11-06
North Star Investment Management Corp.
INCREASED2,9372,908+29+1%$130.8K$124.1K-$6.7K2026-10-27
Mather Group, Llc.
DECREASED2,1893,015-826-27%$135.6K$92.5K-$43.1K2026-10-14
PFS Partners, LLC
UNCHANGED1,5041,50400%$67.7K$63.6K-$4.1K2026-10-21
Private Trust Co NA
NEW1,475—+1,475——$62.3K—2026-10-20
Clearstead Advisors, LLC
UNCHANGED1,0951,09500%$49.3K$46.3K-$3.0K2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,0451,04500%$47.0K$44.2K-$2.9K2026-10-23
Financial Network Wealth Advisors LLC
DECREASED8741,362-488-36%$61.3K$36.9K-$24.3K2026-10-28
Root Financial Partners, LLC
NEW789—+789——$33.3K—2026-10-21
Signaturefd, LLC
INCREASED778750+28+4%$33.7K$32.9K-$8652026-10-23
Abound Wealth Management
NEW776—+776——$32.8K—2026-10-26
Larson Financial Group LLC
UNCHANGED61061000%$27.4K$25.8K-$1.7K2026-11-05
Ashton Thomas Private Wealth, LLC
NEW563—+563——$23.8K—2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED55955900%$25.1K$23.6K-$1.5K2026-11-04
EPG Wealth Management LLC
DECREASED551591-40-7%$26.6K$23.3K-$3.3K2026-11-03
Coston, McIsaac & Partners
UNCHANGED50750700%$22$21.4K+$21.4K2026-11-06
Markowski Investments
NEW455—+455——$19.2K—2026-10-30
GK Wealth Management LLC
NEW302—+302——$12.8K—2026-10-09
Trust Co of Toledo NA
UNCHANGED29429400%$13.2K$12.4K-$8032026-10-16
Jacobi Capital Management LLC
NEW231—+231——$9.8K—2026-11-05
Capital Investment Advisory Services, LLC
NEW205—+205——$8.7K—2026-10-30
DecisionPoint Financial, LLC
UNCHANGED929200%$4.1K$3.9K-$2272026-10-27
High Point Wealth Management, LLC
NEW70—+70——$3.0K—2026-11-05
Signature Equity Partners, LLC
NEW34—+34——$1.4K—2026-10-29
Caldwell Trust Co
UNCHANGED303000%$1.4K$1.3K-$822026-10-30
Assetmark, Inc
DECREASED161,771-1,755-99%$79.7K$682-$79.0K2026-10-21
Mirae Asset Global Investments Co., Ltd.
CLOSED060,200-60,200-100%$2.7M$0-$2.7M2026-11-03
Columbia Advisory Partners LLC
CLOSED058,082-58,082-100%$2.6M$0-$2.6M2026-10-15
Whalen Wealth Management Inc.
CLOSED042,761-42,761-100%$1.9M$0-$1.9M2026-10-08
Cornerstone Wealth, LLC
CLOSED032,948-32,948-100%$1.5M$0-$1.5M2026-10-28
Stableford Capital II LLC
CLOSED020,682-20,682-100%$930.5K$0-$930.5K2026-10-09
Lido Advisors, LLC
CLOSED016,344-16,344-100%$738.5K$0-$738.5K2026-11-04
HB Wealth Management, LLC
CLOSED09,972-9,972-100%$448.7K$0-$448.7K2026-10-23
True Private Wealth Advisors
CLOSED09,300-9,300-100%$418.4K$0-$418.4K2026-10-19
Breakwater Capital Group
CLOSED08,612-8,612-100%$387.5K$0-$387.5K2026-10-09
Independent Wealth Network Inc.
CLOSED08,573-8,573-100%$385.7K$0-$385.7K2026-10-19
Elevation Point Wealth Partners, LLC
CLOSED06,644-6,644-100%$300.1K$0-$300.1K2026-11-05
Vise Technologies, Inc.
CLOSED05,232-5,232-100%$235.4K$0-$235.4K2026-10-29
Stonebridge Financial Group, LLC
CLOSED04,461-4,461-100%$200.7K$0-$200.7K2026-10-01
LifeSteps Financial, Inc.
CLOSED02,835-2,835-100%$127.5K$0-$127.5K2026-10-15
Golden State Wealth Management, LLC
CLOSED02,614-2,614-100%$117.6K$0-$117.6K2026-11-02
International Assets Investment Management, LLC
CLOSED01,674-1,674-100%$75.1K$0-$75.1K2026-11-02
Signature Resources Capital Management, LLC
CLOSED010-10-100%$450$0-$4502026-10-16
Morgan Stanley
N/A—30,547,370-30,547,370-100%$1.4B———
Charles Schwab Investment Management Inc
N/A—22,369,778-22,369,778-100%$1.0B———
Bank of America Corp
N/A—9,888,964-9,888,964-100%$444.9M———
Haverford Trust Co
N/A—3,993,467-3,993,467-100%$179.7M———
Raymond James Financial Inc
N/A—3,410,091-3,410,091-100%$153.4M———
Osaic Holdings, Inc.
N/A—3,363,367-3,363,367-100%$151.3M———
Focus Partners Wealth
N/A—2,825,037-2,825,037-100%$127.2M———
UBS Group AG
N/A—2,597,488-2,597,488-100%$116.9M———
Envestnet Asset Management Inc
N/A—2,420,928-2,420,928-100%$108.9M———
Ameriprise Financial Inc
N/A—2,206,955-2,206,955-100%$99.3M———
Royal Bank of Canada
N/A—1,989,959-1,989,959-100%$89.5M———
Foster & Motley Inc
N/A—1,856,863-1,856,863-100%$83.5M———
Wells Fargo & Company
N/A—1,835,337-1,835,337-100%$82.6M———
Advance Capital Management, Inc.
N/A—1,789,564-1,789,564-100%$80.5M———
Pallas Capital Advisors LLC
N/A—1,638,165-1,638,165-100%$73.7M———
Madison Asset Management, LLC
N/A—1,106,482-1,106,482-100%$49.8M———
EP Wealth Advisors, LLC
N/A—1,068,068-1,068,068-100%$48.1M———
Capital Advisors Inc
N/A—1,047,135-1,047,135-100%$47.1M———
Guggenheim Capital LLC
N/A—666,521-666,521-100%$30.0M———
Modern Wealth Management, LLC
N/A—653,740-653,740-100%$29.4M———
Cetera Investment Advisers
N/A—606,920-606,920-100%$27.3M———
HighTower Advisors, LLC
N/A—514,221-514,221-100%$23.1M———
Great Valley Advisor Group, Inc.
N/A—510,655-510,655-100%$23.0M———
Rockefeller Capital Management L.P.
N/A—501,234-501,234-100%$22.6M———
AllGen Financial Advisors, Inc.
N/A—496,674-496,674-100%$22.3M———
Stansberry Asset Management, LLC
N/A—426,966-426,966-100%$19.2M———
Blue Edge Capital, LLC
N/A—387,864-387,864-100%$17.5M———
Horizon Investments, LLC
N/A—377,860-377,860-100%$16.9M———
Pine Valley Investments Ltd Liability Co
N/A—356,418-356,418-100%$16.1M———
Citadel Advisors LLC
N/A—353,394-353,394-100%$15.9M———
Janney Montgomery Scott LLC
N/A—346,402-346,402-100%$15.6M———
Medallion Wealth Advisors, LLC
N/A—321,613-321,613-100%$16.3M———
Rosenblum Silverman Sutton S F Inc
N/A—276,850-276,850-100%$12.5M———
MML Investors Services, LLC
N/A—273,130-273,130-100%$12.3M———
Fourth Dimension Wealth, LLC
N/A—232,467-232,467-100%$10.5M———
JPMorgan Chase & Co
N/A—211,641-211,641-100%$9.6M———
Steward Partners Investment Advisory, LLC
N/A—181,144-181,144-100%$8.1M———
Symphony Financial Services, Inc.
N/A—168,168-168,168-100%$7.6M———
Private Advisor Group, LLC
N/A—153,652-153,652-100%$6.9M———
Prasad Wealth Partners, LLC
N/A—152,257-152,257-100%$6.9M———
NewEdge Wealth, LLC
N/A—151,505-151,505-100%$6.8M———
Jupiter Topco LLC
N/A—147,096-147,096-100%$6.6M———
Ancora Advisors LLCA
N/A—127,188-127,188-100%$5.7M———
Headinvest, LLC
N/A—126,321-126,321-100%$5.7M———
Rothschild Wealth LLC
N/A—115,390-115,390-100%$5.2M———
Wealth Alliance, LLC
N/A—113,013-113,013-100%$5.1M———
Brown Financial Advisors
N/A—97,579-97,579-100%$4.4M———
Transamerica Financial Advisors, LLC
N/A—91,949-91,949-100%$4.1M———
Sanctuary Advisors, LLC
N/A—83,541-83,541-100%$3.8M———
Waverly Advisors, LLC
N/A—80,948-80,948-100%$3.6M———
Susquehanna International Group, LLP
N/A—77,684-77,684-100%$3.5M———
Shepherd Kaplan Krochuk, LLC
N/A—71,141-71,141-100%$3.2M———
Renaissance Technologies LLC
N/A—66,083-66,083-100%$3.0M———
Traub Capital Management LLC
N/A—64,091-64,091-100%$2.9M———
Jane Street Group, LLC
N/A—63,146-63,146-100%$2.8M———
Sterneck Capital Management, LLC
N/A—62,219-62,219-100%$2.8M———
Gotham Asset Management, LLC
N/A—57,369-57,369-100%$2.6M———
Viawealth, LLC
N/A—54,024-54,024-100%$2.4M———
Mattson Financial Services, LLC
N/A—50,643-50,643-100%$2.3M———
FLP Wealth Management, LLC
N/A—49,779-49,779-100%$2.2M———
Global Retirement Partners, LLC
N/A—45,132-45,132-100%$2.0M———
Richard W. Paul & Associates, LLC
N/A—44,729-44,729-100%$2.0M———
Equitable Holdings, Inc.
N/A—41,792-41,792-100%$1.9M———
Harbour Investments, Inc.
N/A—39,656-39,656-100%$1.8M———
Stifel Financial Corp
N/A—39,341-39,341-100%$1.8M———
&partners
N/A—38,206-38,206-100%$1.7M———
HighPoint Advisor Group LLC
N/A—35,777-35,777-100%$1.6M———
Northwestern Mutual Wealth Management Co
N/A—35,644-35,644-100%$1.6M———
Arax Advisory Partners
N/A—29,334-29,334-100%$1.3M———
RB Capital Management, LLC
N/A—28,550-28,550-100%$1.3M———
Black Swift Group, LLC
N/A—26,710-26,710-100%$1.2M———
Vestmark Advisory Solutions, Inc.
N/A—26,633-26,633-100%$1.2M———
Patron Partners, LLC
N/A—25,959-25,959-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—23,489-23,489-100%$1.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—23,308-23,308-100%$1.0M———
Planwiser Financial, LLC
N/A—23,138-23,138-100%$1.0M———
Shelton Capital Management
N/A—22,465-22,465-100%$1.0M———
Orion Porfolio Solutions, LLC
N/A—21,251-21,251-100%$956.1K———
Advisors Asset Management, Inc.
N/A—19,528-19,528-100%$878.6K———
Aspen Wealth Strategies, LLC
N/A—19,402-19,402-100%$872.9K———
Nicolet Bankshares Inc
N/A—18,538-18,538-100%$834.1K———
Tidemark, LLC
N/A—17,972-17,972-100%$808.6K———
NewEdge Advisors, LLC
N/A—17,791-17,791-100%$800.4K———
Argent Trust Co
N/A—17,621-17,621-100%$792.8K———
Haverford Financial Services, Inc.
N/A—17,235-17,235-100%$775.4K———
Heritage Trust Co
N/A—17,043-17,043-100%$766.8K———
Banque Transatlantique SA
N/A—16,836-16,836-100%$757.5K———
Tranquilli Financial Advisor LLC
N/A—16,293-16,293-100%$733.0K———
Greenwich Wealth Management LLC
N/A—14,403-14,403-100%$648.0K———
Belpointe Asset Management LLC
N/A—14,257-14,257-100%$641.4K———
AQR Capital Management LLC
N/A—13,828-13,828-100%$622.1K———
Mutual Advisors, LLC
N/A—13,595-13,595-100%$611.6K———
Arkadios Wealth Advisors
N/A—10,184-10,184-100%$458.2K———
Colter Lewis Investment Partners LLC
N/A—9,745-9,745-100%$440.3K———
Quantinno Capital Management LP
N/A—9,450-9,450-100%$425.2K———
Empire Financial Management Company, LLC
N/A—8,262-8,262-100%$371.7K———
Presidio Capital Management, LLC
N/A—7,996-7,996-100%$359.7K———
Baldwin Investment Management, LLC
N/A—7,844-7,844-100%$352.9K———
Spirepoint Private Client, LLC
N/A—7,809-7,809-100%$351.3K———
One Charles Private Wealth Services, LLC
N/A—7,731-7,731-100%$347.8K———
Baird Financial Group, Inc.
N/A—7,291-7,291-100%$328.0K———
Qube Research & Technologies Ltd
N/A—6,975-6,975-100%$313.8K———
Coastal Bridge Advisors, LLC
N/A—6,891-6,891-100%$310.0K———
Integrated Wealth Concepts LLC
N/A—6,845-6,845-100%$308.0K———
CreativeOne Wealth, LLC
N/A—6,695-6,695-100%$301.2K———
Daybright Advisory Services, Inc.
N/A—6,348-6,348-100%$280.1K———
Orleans Capital Management Corp
N/A—6,234-6,234-100%$280.7K———
Manhattan West Asset Management, LLC
N/A—6,223-6,223-100%$280.0K———
Fiduciary Trust Co
N/A—5,998-5,998-100%$269.9K———
Mercer Global Advisors Inc
N/A—5,205-5,205-100%$234.2K———
World Investment Advisors
N/A—4,540-4,540-100%$205.1K———
BlackRock, Inc.
N/A—3,755-3,755-100%$168.9K———
FMR LLC
N/A—3,079-3,079-100%$138.5K———
Mcguire Capital Advisors Inc
N/A—2,630-2,630-100%$118.3K———
AE Wealth Management LLC
N/A—1,943-1,943-100%$87.4K———
Anchor Bay Capital, Inc.
N/A—1,889-1,889-100%$83.6K———
Bank of Montreal
N/A—1,423-1,423-100%$64.0K———
Rogco, LP
N/A—1,177-1,177-100%$53.0K———
Geneos Wealth Management Inc.
N/A—1,036-1,036-100%$46.6K———
Capital Analysts, LLC
N/A—534-534-100%$24.0K———
Aventura Private Wealth, LLC
N/A—395-395-100%$17.8K———
Anchor Investment Management, LLC
N/A—200-200-100%$9.0K———
Millstone Evans Group, LLC
N/A—166-166-100%$7.5K———
FAS Wealth Partners, Inc.
N/A—122-122-100%$5.5K———
Tower Research Capital LLC (TRC)
N/A—66-66-100%$3.0K———
ST Germain D J Co Inc
N/A—62-62-100%$2.8K———
IFG Advisory, LLC
N/A—48-48-100%$2.2K———
Luminist Capital LLC
N/A—00—$3.7K———
Showing 290 of 290 institutions