IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Janus Henderson Short Durati (VNLA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares3,752,822 from 4,012,624
Change-259,802 (-6%)
Value$182.2M (-$13.8M)
Filed 2026-11-06
Leelyn Smith, LLC
INCREASED
Shares915,712 from 301,590
Change+614,122 (+204%)
Value$44.5M (+$29.7M)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares827,602 from 669,210
Change+158,392 (+24%)
Value$40.2M (+$7.5M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares724,662 from 596,197
Change+128,465 (+22%)
Value$35.2K (-$29.1M)
Filed 2026-11-02
Courier Capital LLC
DECREASED
Shares446,254 from 449,357
Change-3,103 (-1%)
Value$21.7M (-$287.7K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
INCREASED
Shares423,304 from 379,297
Change+44,007 (+12%)
Value$20.6M (+$2.0M)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares347,038 from 302,199
Change+44,839 (+15%)
Value$16.9M (+$2.1M)
Filed 2026-10-30
Accel Wealth Management
DECREASED
Shares343,331 from 343,952
Change-621 (0%)
Value$16.7M (-$135.1K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares312,310 from 295,642
Change+16,668 (+6%)
Value$15.2M (+$719.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares293,351 from 225,284
Change+68,067 (+30%)
Value$14.2M (+$3.2M)
Filed 2026-11-02
Sovran Advisors, LLC
DECREASED
Shares288,077 from 305,170
Change-17,093 (-6%)
Value$14.0M (-$896.1K)
Filed 2026-11-02
Rise Advisors, LLC
DECREASED
Shares278,010 from 278,720
Change-710 (0%)
Value$13.5M (-$119.5K)
Filed 2026-10-16
Trail Ridge Investment Advisors, LLC
DECREASED
Shares272,339 from 352,633
Change-80,294 (-23%)
Value$13.2M (-$4.0M)
Filed 2026-10-16
Richmond Investment Services, LLC
INCREASED
Shares240,292 from 233,710
Change+6,582 (+3%)
Value$11.7M (+$248.3K)
Filed 2026-10-29
Burford Brothers, Inc.
DECREASED
Shares180,134 from 224,695
Change-44,561 (-20%)
Value$8.7M (-$2.2M)
Filed 2026-10-21
Fortem Financial Group, LLC
INCREASED
Shares163,741 from 163,614
Change+127 (+0%)
Value$8.0M (-$43.7K)
Filed 2026-10-20
JGP Wealth Management, LLC
NEW
Shares162,736
Change+162,736
Value$7.9M
Filed 2026-10-13
Clear Trail Advisors, LLC
INCREASED
Shares160,999 from 160,783
Change+216 (+0%)
Value$7.8M (-$38.6K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
INCREASED
Shares151,217 from 87,175
Change+64,042 (+73%)
Value$7.3M (+$3.1M)
Filed 2026-11-06
Vigilare Wealth Management
DECREASED
Shares114,821 from 220,321
Change-105,500 (-48%)
Value$5.6M (-$5.2M)
Filed 2026-10-29
Partners Wealth Management, LLC
INCREASED
Shares113,180 from 96,144
Change+17,036 (+18%)
Value$5.5M (+$819.7K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares108,949 from 129,096
Change-20,147 (-16%)
Value$5.3M (-$1.0M)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares105,306 from 111,940
Change-6,634 (-6%)
Value$5.1M (-$356.3K)
Filed 2026-11-02
First Financial Group Corp
DECREASED
Shares105,271 from 112,906
Change-7,635 (-7%)
Value$5.1M (-$405.2K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares103,054 from 121,501
Change-18,447 (-15%)
Value$5.0M (-$932.8K)
Filed 2026-11-02
Parsons Capital Management Inc
INCREASED
Shares97,273 from 66,150
Change+31,123 (+47%)
Value$4.7M (+$1.5M)
Filed 2026-10-28
Ballew Advisors, Inc
INCREASED
Shares94,337 from 45,160
Change+49,177 (+109%)
Value$4.6M (+$2.4M)
Filed 2026-10-05
Howland Capital Management LLC
INCREASED
Shares87,667 from 85,218
Change+2,449 (+3%)
Value$4.3M (+$93.4K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
INCREASED
Shares86,419 from 83,657
Change+2,762 (+3%)
Value$4.2M (+$108.6K)
Filed 2026-10-13
Trust Co
INCREASED
Shares84,323 from 72,009
Change+12,314 (+17%)
Value$4.1M (+$576.0K)
Filed 2026-10-09
Boomfish Wealth Group, LLC
DECREASED
Shares84,164 from 93,435
Change-9,271 (-10%)
Value$4.1M (-$478.7K)
Filed 2026-10-22
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares76,625 from 72,445
Change+4,180 (+6%)
Value$3.7M (+$180.9K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares70,420 from 69,056
Change+1,364 (+2%)
Value$3.4M (+$45.2K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED
Shares65,939 from 64,464
Change+1,475 (+2%)
Value$3.2M (+$51.9K)
Filed 2026-11-04
Blue Jean Financial LLC
INCREASED
Shares65,352 from 59,184
Change+6,168 (+10%)
Value$3.2M (+$281.5K)
Filed 2026-10-20
Redwood Financial Network Corp
DECREASED
Shares64,320 from 66,278
Change-1,958 (-3%)
Value$3.1M (-$115.3K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares62,088 from 61,165
Change+923 (+2%)
Value$3.0M (+$26.1K)
Filed 2026-11-05
Mcdonald Partners LLC
INCREASED
Shares61,102 from 50,377
Change+10,725 (+21%)
Value$3.0M (+$505.5K)
Filed 2026-11-03
Bensler, LLC
DECREASED
Shares60,239 from 70,663
Change-10,424 (-15%)
Value$2.9M (-$527.7K)
Filed 2026-11-05
CLG LLC
INCREASED
Shares59,979 from 53,253
Change+6,726 (+13%)
Value$2.9M (+$310.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares59,596 from 34,974
Change+24,622 (+70%)
Value$2.9M (+$1.2M)
Filed 2026-11-02
Mattern Capital Management, LLC
INCREASED
Shares58,798 from 55,881
Change+2,917 (+5%)
Value$2.9M (+$124.6K)
Filed 2026-11-02
Cottage Street Advisors LLC
INCREASED
Shares57,321 from 56,186
Change+1,135 (+2%)
Value$2.8M (+$38.0K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares56,969 from 57,738
Change-769 (-1%)
Value$2.8M (-$55.0K)
Filed 2026-10-08
Rahlfs Capital, LLC
INCREASED
Shares55,000 from 5,000
Change+50,000 (+1000%)
Value$2.7M (+$2.4M)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares54,985 from 54,278
Change+707 (+1%)
Value$2.7M (+$17.9K)
Filed 2026-10-14
Hidden Cove Wealth Management, LLC
DECREASED
Shares54,509 from 84,790
Change-30,281 (-36%)
Value$2.6M (-$1.5M)
Filed 2026-10-19
Vicus Capital
INCREASED
Shares53,276 from 45,275
Change+8,001 (+18%)
Value$2.6M (+$374.8K)
Filed 2026-11-05
Spectrum Advisors, Inc.
INCREASED
Shares52,336 from 45,379
Change+6,957 (+15%)
Value$2.5M (+$324.0K)
Filed 2026-11-03
Macroview Investment Management LLC
INCREASED
Shares52,119 from 42,550
Change+9,569 (+22%)
Value$2.5M (+$451.7K)
Filed 2026-10-26
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares51,843 from 52,215
Change-372 (-1%)
Value$2.5M (-$34.0K)
Filed 2026-10-29
Unified Investment Management
INCREASED
Shares49,711 from 48,989
Change+722 (+1%)
Value$2.4M (+$20.1K)
Filed 2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED
Shares47,734 from 227,972
Change-180,238 (-79%)
Value$2.3M (-$8.8M)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares47,254 from 40,592
Change+6,662 (+16%)
Value$2.3M (+$311.1K)
Filed 2026-11-03
Stablepoint Partners, LLC
DECREASED
Shares45,340 from 53,628
Change-8,288 (-15%)
Value$2.2M (-$418.9K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
DECREASED
Shares45,138 from 55,509
Change-10,371 (-19%)
Value$2.2M (-$522.5K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares42,302 from 24,971
Change+17,331 (+69%)
Value$2.1M (+$834.0K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares40,177 from 40,534
Change-357 (-1%)
Value$2.0M (-$29.7K)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares40,055 from 48,322
Change-8,267 (-17%)
Value$1.9M (-$416.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares36,695 from 35,109
Change+1,586 (+5%)
Value$1.8M (+$66.3K)
Filed 2026-11-06
VestGen Advisors, LLC
INCREASED
Shares35,480 from 9,077
Change+26,403 (+291%)
Value$1.7M (+$1.3M)
Filed 2026-10-27
Weaver Consulting Group
NEW
Shares33,431
Change+33,431
Value$1.6M
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares28,433 from 32,626
Change-4,193 (-13%)
Value$1.4M (-$213.6K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares27,118 from 40,273
Change-13,155 (-33%)
Value$1.3M (-$651.1K)
Filed 2026-11-05
Dagco, Inc.
DECREASED
Shares26,751 from 29,311
Change-2,560 (-9%)
Value$1.3M (-$133.3K)
Filed 2026-10-20
IAG Wealth Partners, LLC
DECREASED
Shares25,010 from 34,251
Change-9,241 (-27%)
Value$1.2M (-$459.2K)
Filed 2026-11-06
Compass Financial Management LLC
DECREASED
Shares22,978 from 23,315
Change-337 (-1%)
Value$1.1M (-$23.2K)
Filed 2026-10-30
EPG Wealth Management LLC
INCREASED
Shares21,986 from 21,729
Change+257 (+1%)
Value$1.1M (+$5.9K)
Filed 2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW
Shares21,173
Change+21,173
Value$1.0M
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares20,100
Change+20,100
Value$976.1K
Filed 2026-11-03
Bank of New York Mellon Corp
NEW
Shares19,602
Change+19,602
Value$951.9K
Filed 2026-11-05
Crusonia Wealth Advisors LLC
DECREASED
Shares19,470 from 29,564
Change-10,094 (-34%)
Value$945.5K (-$499.2K)
Filed 2026-10-26
EdgeRock Capital LLC
INCREASED
Shares19,172 from 18,922
Change+250 (+1%)
Value$931.0K (+$6.4K)
Filed 2026-11-03
Avior Wealth Management, LLC
INCREASED
Shares16,779 from 16,778
Change+1 (+0%)
Value$814.8K (-$5.1K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares16,602 from 13,690
Change+2,912 (+21%)
Value$806 (+$137)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares14,770 from 15,623
Change-853 (-5%)
Value$717.3K (-$46.2K)
Filed 2026-10-29
HBW Advisory Services LLC
INCREASED
Shares14,744 from 5,592
Change+9,152 (+164%)
Value$716.0K (+$442.7K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares13,821 from 13,601
Change+220 (+2%)
Value$671.1K (+$6.5K)
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares13,334 from 13,334
Change0 (0%)
Value$647.5K (-$4.1K)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
INCREASED
Shares13,056 from 12,961
Change+95 (+1%)
Value$635.0K (+$1.7K)
Filed 2026-10-09
Diversify Wealth Management, LLC
INCREASED
Shares12,217 from 11,155
Change+1,062 (+10%)
Value$594.8K (+$48.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares12,217 from 11,155
Change+1,062 (+10%)
Value$594.8K (+$48.8K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares12,206 from 12,319
Change-113 (-1%)
Value$592.7K (-$9.2K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
DECREASED
Shares11,742 from 15,851
Change-4,109 (-26%)
Value$573.0K (-$201.5K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
NEW
Shares11,604
Change+11,604
Value$563.5K
Filed 2026-11-03
Argos Wealth Advisors, LLC
DECREASED
Shares10,468 from 11,818
Change-1,350 (-11%)
Value$508.3K (-$69.2K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares10,224 from 6,646
Change+3,578 (+54%)
Value$496.5K (+$171.7K)
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
INCREASED
Shares10,196 from 10,077
Change+119 (+1%)
Value$495.1K (+$2.7K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares9,977 from 9,912
Change+65 (+1%)
Value$484.5K (+$133)
Filed 2026-10-16
Asset Allocation Strategies LLC
INCREASED
Shares9,786 from 9,746
Change+40 (+0%)
Value$475.2K (-$986)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares9,579 from 25,440
Change-15,861 (-62%)
Value$465.2K (-$777.9K)
Filed 2026-11-04
Worth Asset Management, LLC
INCREASED
Shares9,543 from 9,049
Change+494 (+5%)
Value$463.4K (+$21.2K)
Filed 2026-10-07
Financial Security Advisor, Inc.
DECREASED
Shares9,178 from 9,692
Change-514 (-5%)
Value$447.4K (-$28.0K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
DECREASED
Shares9,087 from 12,320
Change-3,233 (-26%)
Value$442.6K (-$160.0K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
DECREASED
Shares8,818 from 67,641
Change-58,823 (-87%)
Value$428.2K (-$2.9M)
Filed 2026-11-04
Capital Advisors Wealth Management, LLC
DECREASED
Shares8,573 from 9,360
Change-787 (-8%)
Value$416.3K (-$41.1K)
Filed 2026-10-09
Auour Investments LLC
UNCHANGED
Shares8,549 from 8,549
Change0 (0%)
Value$415.1K (-$2.6K)
Filed 2026-10-28
International Assets Investment Management, LLC
UNCHANGED
Shares8,318 from 8,318
Change0 (0%)
Value$404.2K (-$2.2K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares8,087 from 8,055
Change+32 (+0%)
Value$392.7K (-$1.5K)
Filed 2026-10-19
Family Office Research LLC
DECREASED
Shares7,992 from 9,114
Change-1,122 (-12%)
Value$388.1K (-$57.3K)
Filed 2026-10-14
Blueline Advisors LLC
INCREASED
Shares7,648 from 5,516
Change+2,132 (+39%)
Value$371.4K (+$101.3K)
Filed 2026-10-15
Oppenheimer & Co Inc
UNCHANGED
Shares7,538 from 7,538
Change0 (0%)
Value$366.0K (-$2.3K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares7,283 from 3,603
Change+3,680 (+102%)
Value$353.7K (+$177.6K)
Filed 2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares7,179 from 7,378
Change-199 (-3%)
Value$348.6K (-$11.9K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
NEW
Shares6,641
Change+6,641
Value$323.7K
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares5,974 from 6,116
Change-142 (-2%)
Value$290.1K (-$8.8K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares5,950 from 5,950
Change0 (0%)
Value$288.9K (-$1.8K)
Filed 2026-10-21
Quad-Cities Investment Group, LLC
INCREASED
Shares5,657 from 5,591
Change+66 (+1%)
Value$274.7K (+$1.5K)
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares5,652 from 5,652
Change0 (0%)
Value$274.5K (-$1.7K)
Filed 2026-11-05
Greenwood Capital Associates LLC
UNCHANGED
Shares5,612 from 5,612
Change0 (0%)
Value$272.5K (-$1.7K)
Filed 2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED
Shares5,039 from 5,000
Change+39 (+1%)
Value$244.7K (+$387)
Filed 2026-10-15
Clearstead Advisors, LLC
DECREASED
Shares4,698 from 5,478
Change-780 (-14%)
Value$228.1K (-$39.5K)
Filed 2026-11-06
Accelerate Investment Advisors LLC
INCREASED
Shares4,391 from 4,381
Change+10 (+0%)
Value$213.2K (-$872)
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares4,349 from 1,502
Change+2,847 (+190%)
Value$212.0K (+$138.6K)
Filed 2026-11-03
Verus Capital Partners, LLC
NEW
Shares4,322
Change+4,322
Value$209.9K
Filed 2026-11-03
BAM Wealth Management, LLC
NEW
Shares4,225
Change+4,225
Value$205.2K
Filed 2026-10-15
Atria Investments, Inc
NEW
Shares4,220
Change+4,220
Value$204.9K
Filed 2026-10-15
Smithbridge Asset Management Inc
UNCHANGED
Shares4,210 from 4,210
Change0 (0%)
Value$204.4K (-$1.3K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$204.8K (-$1.3K)
Filed 2026-11-05
Transce3nd, LLC
NEW
Shares3,371
Change+3,371
Value$164.1K
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares2,499 from 2,472
Change+27 (+1%)
Value$121.3K (+$535)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares2,103 from 2,103
Change0 (0%)
Value$102.1K (-$641)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares1,897 from 1,920
Change-23 (-1%)
Value$92.1K (-$1.7K)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
INCREASED
Shares1,563 from 13
Change+1,550 (+11923%)
Value$75.9K (+$75.3K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares1,064
Change+1,064
Value$51.7K
Filed 2026-10-09
Atwood & Palmer Inc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$51.0K (-$321)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$48.8K (-$306)
Filed 2026-10-23
Kingdom Financial Group Llc.
NEW
Shares945
Change+945
Value$45.9K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$43.3K ($0)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares747 from 2,769
Change-2,022 (-73%)
Value$36.3K (-$99.0K)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$35.3K (-$222)
Filed 2026-10-28
Winthrop Capital Management, LLC
INCREASED
Shares540 from 534
Change+6 (+1%)
Value$26.2K (+$241)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
NEW
Shares429
Change+429
Value$20.8K
Filed 2026-10-30
KFG LLC
NEW
Shares405
Change+405
Value$19.7K
Filed 2026-11-02
Rossby Financial, LCC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$12.6K (-$79)
Filed 2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$12.4K (-$78)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$11.3K (-$71)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares137 from 770
Change-633 (-82%)
Value$6.7K (-$31.0K)
Filed 2026-10-08
Larson Financial Group LLC
DECREASED
Shares99 from 226
Change-127 (-56%)
Value$4.8K (-$6.2K)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$3.7K (-$23)
Filed 2026-10-15
PNC Financial Services Group, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.0K (-$12)
Filed 2026-11-06
Financial Enhancement Group LLC
CLOSED
Shares0 from 371,700
Change-371,700 (-100%)
Value$0 (-$18.2M)
Filed 2026-10-08
LifeWealth Investments, LLC
CLOSED
Shares0 from 99,359
Change-99,359 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-21
D.A. Davidson & Co.
CLOSED
Shares0 from 20,459
Change-20,459 (-100%)
Value$0 (-$999.8K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
CLOSED
Shares0 from 4,961
Change-4,961 (-100%)
Value$0 (-$242.4K)
Filed 2026-10-13
Cornerstone Advisors Asset Management, LLC
CLOSED
Shares0 from 4,135
Change-4,135 (-100%)
Value$0 (-$202.1K)
Filed 2026-11-06
Midway Capital Research & Management
CLOSED
Shares0 from 4,104
Change-4,104 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-21
Hurley Capital, LLC
CLOSED
Shares0 from 433
Change-433 (-100%)
Value$0 (-$21.2K)
Filed 2026-11-05
North Star Investment Management Corp.
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-27
AE Wealth Management LLC
N/A
Shares— from 8,870,794
Change-8,870,794 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,693,399
Change-6,693,399 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,872,823
Change-4,872,823 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,934,337
Change-2,934,337 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,173,203
Change-2,173,203 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 2,028,176
Change-2,028,176 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,352,974
Change-1,352,974 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,317,087
Change-1,317,087 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,163,049
Change-1,163,049 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 694,400
Change-694,400 (-100%)
Value—
Texas Treasury Safekeeping Trust Co
N/A
Shares— from 686,991
Change-686,991 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 655,300
Change-655,300 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 584,979
Change-584,979 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 545,365
Change-545,365 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 432,861
Change-432,861 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 308,676
Change-308,676 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 293,830
Change-293,830 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 269,234
Change-269,234 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 241,835
Change-241,835 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 207,321
Change-207,321 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 189,401
Change-189,401 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 142,323
Change-142,323 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 140,853
Change-140,853 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 134,997
Change-134,997 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 117,609
Change-117,609 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 112,149
Change-112,149 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 101,758
Change-101,758 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 90,623
Change-90,623 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 85,288
Change-85,288 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 79,599
Change-79,599 (-100%)
Value—
&partners
N/A
Shares— from 76,830
Change-76,830 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 76,636
Change-76,636 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 76,451
Change-76,451 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 74,386
Change-74,386 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 74,010
Change-74,010 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 66,184
Change-66,184 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 63,974
Change-63,974 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 60,702
Change-60,702 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 54,063
Change-54,063 (-100%)
Value—
Betterment LLC
N/A
Shares— from 52,357
Change-52,357 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 41,255
Change-41,255 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,242
Change-40,242 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 35,844
Change-35,844 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 33,575
Change-33,575 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,010
Change-33,010 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 30,382
Change-30,382 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 30,287
Change-30,287 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 28,487
Change-28,487 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 26,310
Change-26,310 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,910
Change-24,910 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 24,750
Change-24,750 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,253
Change-23,253 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 21,664
Change-21,664 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,578
Change-19,578 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 19,562
Change-19,562 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 19,115
Change-19,115 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,454
Change-18,454 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 18,026
Change-18,026 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,445
Change-14,445 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 13,736
Change-13,736 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 12,026
Change-12,026 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 11,840
Change-11,840 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 11,660
Change-11,660 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,664
Change-10,664 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,498
Change-9,498 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 7,048
Change-7,048 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,236
Change-6,236 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
UBS Group AG
N/A
Shares— from 450
Change-450 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 70
Change-70 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED3,752,8224,012,624-259,802-6%$196.1M$182.2M-$13.8M2026-11-06
Leelyn Smith, LLC
INCREASED915,712301,590+614,122+204%$14.7M$44.5M+$29.7M2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED827,602669,210+158,392+24%$32.7M$40.2M+$7.5M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED724,662596,197+128,465+22%$29.1M$35.2K-$29.1M2026-11-02
Courier Capital LLC
DECREASED446,254449,357-3,103-1%$22.0M$21.7M-$287.7K2026-10-19
Buck Wealth Strategies, LLC
INCREASED423,304379,297+44,007+12%$18.5M$20.6M+$2.0M2026-10-28
Truist Financial Corp
INCREASED347,038302,199+44,839+15%$14.8M$16.9M+$2.1M2026-10-30
Accel Wealth Management
DECREASED343,331343,952-6210%$16.8M$16.7M-$135.1K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED312,310295,642+16,668+6%$14.4M$15.2M+$719.2K2026-10-13
Kestra Advisory Services, LLC
INCREASED293,351225,284+68,067+30%$11.0M$14.2M+$3.2M2026-11-02
Sovran Advisors, LLC
DECREASED288,077305,170-17,093-6%$14.9M$14.0M-$896.1K2026-11-02
Rise Advisors, LLC
DECREASED278,010278,720-7100%$13.6M$13.5M-$119.5K2026-10-16
Trail Ridge Investment Advisors, LLC
DECREASED272,339352,633-80,294-23%$17.2M$13.2M-$4.0M2026-10-16
Richmond Investment Services, LLC
INCREASED240,292233,710+6,582+3%$11.4M$11.7M+$248.3K2026-10-29
Burford Brothers, Inc.
DECREASED180,134224,695-44,561-20%$11.0M$8.7M-$2.2M2026-10-21
Fortem Financial Group, LLC
INCREASED163,741163,614+127+0%$8.0M$8.0M-$43.7K2026-10-20
JGP Wealth Management, LLC
NEW162,736—+162,736——$7.9M—2026-10-13
Clear Trail Advisors, LLC
INCREASED160,999160,783+216+0%$7.9M$7.8M-$38.6K2026-10-20
Bedel Financial Consulting, Inc.
INCREASED151,21787,175+64,042+73%$4.3M$7.3M+$3.1M2026-11-06
Vigilare Wealth Management
DECREASED114,821220,321-105,500-48%$10.8M$5.6M-$5.2M2026-10-29
Partners Wealth Management, LLC
INCREASED113,18096,144+17,036+18%$4.7M$5.5M+$819.7K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED108,949129,096-20,147-16%$6.3M$5.3M-$1.0M2026-10-13
Golden State Wealth Management, LLC
DECREASED105,306111,940-6,634-6%$5.5M$5.1M-$356.3K2026-11-02
First Financial Group Corp
DECREASED105,271112,906-7,635-7%$5.5M$5.1M-$405.2K2026-10-22
Creative Planning
DECREASED103,054121,501-18,447-15%$5.9M$5.0M-$932.8K2026-11-02
Parsons Capital Management Inc
INCREASED97,27366,150+31,123+47%$3.2M$4.7M+$1.5M2026-10-28
Ballew Advisors, Inc
INCREASED94,33745,160+49,177+109%$2.2M$4.6M+$2.4M2026-10-05
Howland Capital Management LLC
INCREASED87,66785,218+2,449+3%$4.2M$4.3M+$93.4K2026-10-22
Cape Investment Advisory, Inc.
INCREASED86,41983,657+2,762+3%$4.1M$4.2M+$108.6K2026-10-13
Trust Co
INCREASED84,32372,009+12,314+17%$3.5M$4.1M+$576.0K2026-10-09
Boomfish Wealth Group, LLC
DECREASED84,16493,435-9,271-10%$4.6M$4.1M-$478.7K2026-10-22
Spectrum Wealth Advisory Group, LLC
INCREASED76,62572,445+4,180+6%$3.5M$3.7M+$180.9K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED70,42069,056+1,364+2%$3.4M$3.4M+$45.2K2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED65,93964,464+1,475+2%$3.2M$3.2M+$51.9K2026-11-04
Blue Jean Financial LLC
INCREASED65,35259,184+6,168+10%$2.9M$3.2M+$281.5K2026-10-20
Redwood Financial Network Corp
DECREASED64,32066,278-1,958-3%$3.2M$3.1M-$115.3K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED62,08861,165+923+2%$3.0M$3.0M+$26.1K2026-11-05
Mcdonald Partners LLC
INCREASED61,10250,377+10,725+21%$2.5M$3.0M+$505.5K2026-11-03
Bensler, LLC
DECREASED60,23970,663-10,424-15%$3.5M$2.9M-$527.7K2026-11-05
CLG LLC
INCREASED59,97953,253+6,726+13%$2.6M$2.9M+$310.3K2026-10-13
Commonwealth Equity Services, LLC
INCREASED59,59634,974+24,622+70%$1.7M$2.9M+$1.2M2026-11-02
Mattern Capital Management, LLC
INCREASED58,79855,881+2,917+5%$2.7M$2.9M+$124.6K2026-11-02
Cottage Street Advisors LLC
INCREASED57,32156,186+1,135+2%$2.7M$2.8M+$38.0K2026-10-19
Farther Finance Advisors, LLC
DECREASED56,96957,738-769-1%$2.8M$2.8M-$55.0K2026-10-08
Rahlfs Capital, LLC
INCREASED55,0005,000+50,000+1000%$244.3K$2.7M+$2.4M2026-10-23
Focus Financial Network, Inc.
INCREASED54,98554,278+707+1%$2.7M$2.7M+$17.9K2026-10-14
Hidden Cove Wealth Management, LLC
DECREASED54,50984,790-30,281-36%$4.1M$2.6M-$1.5M2026-10-19
Vicus Capital
INCREASED53,27645,275+8,001+18%$2.2M$2.6M+$374.8K2026-11-05
Spectrum Advisors, Inc.
INCREASED52,33645,379+6,957+15%$2.2M$2.5M+$324.0K2026-11-03
Macroview Investment Management LLC
INCREASED52,11942,550+9,569+22%$2.1M$2.5M+$451.7K2026-10-26
Strategic Family Wealth Counselors, L.L.C.
DECREASED51,84352,215-372-1%$2.6M$2.5M-$34.0K2026-10-29
Unified Investment Management
INCREASED49,71148,989+722+1%$2.4M$2.4M+$20.1K2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED47,734227,972-180,238-79%$11.1M$2.3M-$8.8M2026-10-14
Parallel Advisors, LLC
INCREASED47,25440,592+6,662+16%$2.0M$2.3M+$311.1K2026-11-03
Stablepoint Partners, LLC
DECREASED45,34053,628-8,288-15%$2.6M$2.2M-$418.9K2026-11-03
Endeavor Private Wealth, Inc.
DECREASED45,13855,509-10,371-19%$2.7M$2.2M-$522.5K2026-11-05
Davenport & Co LLC
INCREASED42,30224,971+17,331+69%$1.2M$2.1M+$834.0K2026-10-14
Sowell Financial Services LLC
DECREASED40,17740,534-357-1%$2.0M$2.0M-$29.7K2026-10-23
Apollon Wealth Management, LLC
DECREASED40,05548,322-8,267-17%$2.4M$1.9M-$416.2K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED36,69535,109+1,586+5%$1.7M$1.8M+$66.3K2026-11-06
VestGen Advisors, LLC
INCREASED35,4809,077+26,403+291%$443.5K$1.7M+$1.3M2026-10-27
Weaver Consulting Group
NEW33,431—+33,431——$1.6M—2026-10-07
EverSource Wealth Advisors, LLC
DECREASED28,43332,626-4,193-13%$1.6M$1.4M-$213.6K2026-11-04
Fifth Third Bancorp
DECREASED27,11840,273-13,155-33%$2.0M$1.3M-$651.1K2026-11-05
Dagco, Inc.
DECREASED26,75129,311-2,560-9%$1.4M$1.3M-$133.3K2026-10-20
IAG Wealth Partners, LLC
DECREASED25,01034,251-9,241-27%$1.7M$1.2M-$459.2K2026-11-06
Compass Financial Management LLC
DECREASED22,97823,315-337-1%$1.1M$1.1M-$23.2K2026-10-30
EPG Wealth Management LLC
INCREASED21,98621,729+257+1%$1.1M$1.1M+$5.9K2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW21,173—+21,173——$1.0M—2026-10-15
Ascentis Independent Advisors
NEW20,100—+20,100——$976.1K—2026-11-03
Bank of New York Mellon Corp
NEW19,602—+19,602——$951.9K—2026-11-05
Crusonia Wealth Advisors LLC
DECREASED19,47029,564-10,094-34%$1.4M$945.5K-$499.2K2026-10-26
EdgeRock Capital LLC
INCREASED19,17218,922+250+1%$924.6K$931.0K+$6.4K2026-11-03
Avior Wealth Management, LLC
INCREASED16,77916,778+1+0%$819.9K$814.8K-$5.1K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED16,60213,690+2,912+21%$669$806+$1372026-10-27
Koshinski Asset Management, Inc.
DECREASED14,77015,623-853-5%$763.4K$717.3K-$46.2K2026-10-29
HBW Advisory Services LLC
INCREASED14,7445,592+9,152+164%$273.2K$716.0K+$442.7K2026-10-15
PFG Advisors
INCREASED13,82113,601+220+2%$664.6K$671.1K+$6.5K2026-10-16
Spire Wealth Management
UNCHANGED13,33413,33400%$651.6K$647.5K-$4.1K2026-10-30
Castle Rock Wealth Management, LLC
INCREASED13,05612,961+95+1%$633.3K$635.0K+$1.7K2026-10-09
Diversify Wealth Management, LLC
INCREASED12,21711,155+1,062+10%$546.0K$594.8K+$48.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED12,21711,155+1,062+10%$546.0K$594.8K+$48.8K2026-10-20
Farmers & Merchants Trust Co of Long Beach
DECREASED12,20612,319-113-1%$602.0K$592.7K-$9.2K2026-10-22
Quest 10 Wealth Builders, Inc.
DECREASED11,74215,851-4,109-26%$774.6K$573.0K-$201.5K2026-11-02
BlueChip Wealth Advisors LLC
NEW11,604—+11,604——$563.5K—2026-11-03
Argos Wealth Advisors, LLC
DECREASED10,46811,818-1,350-11%$577.5K$508.3K-$69.2K2026-11-02
Brookstone Capital Management
INCREASED10,2246,646+3,578+54%$324.8K$496.5K+$171.7K2026-10-22
Comprehensive Financial Planning, Inc.
INCREASED10,19610,077+119+1%$492.4K$495.1K+$2.7K2026-10-27
IFP Advisors, Inc
INCREASED9,9779,912+65+1%$484.4K$484.5K+$1332026-10-16
Asset Allocation Strategies LLC
INCREASED9,7869,746+40+0%$476.2K$475.2K-$9862026-10-20
Csenge Advisory Group
DECREASED9,57925,440-15,861-62%$1.2M$465.2K-$777.9K2026-11-04
Worth Asset Management, LLC
INCREASED9,5439,049+494+5%$442.2K$463.4K+$21.2K2026-10-07
Financial Security Advisor, Inc.
DECREASED9,1789,692-514-5%$475.5K$447.4K-$28.0K2026-11-03
Financial Solutions Advisory Group, Inc.
DECREASED9,08712,320-3,233-26%$602.6K$442.6K-$160.0K2026-10-28
Elevated Capital Advisors, LLC
DECREASED8,81867,641-58,823-87%$3.3M$428.2K-$2.9M2026-11-04
Capital Advisors Wealth Management, LLC
DECREASED8,5739,360-787-8%$457.4K$416.3K-$41.1K2026-10-09
Auour Investments LLC
UNCHANGED8,5498,54900%$417.7K$415.1K-$2.6K2026-10-28
International Assets Investment Management, LLC
UNCHANGED8,3188,31800%$406.4K$404.2K-$2.2K2026-11-02
New England Private Wealth Advisors LLC
INCREASED8,0878,055+32+0%$394.2K$392.7K-$1.5K2026-10-19
Family Office Research LLC
DECREASED7,9929,114-1,122-12%$445.4K$388.1K-$57.3K2026-10-14
Blueline Advisors LLC
INCREASED7,6485,516+2,132+39%$270.1K$371.4K+$101.3K2026-10-15
Oppenheimer & Co Inc
UNCHANGED7,5387,53800%$368.3K$366.0K-$2.3K2026-10-26
Private Trust Co NA
INCREASED7,2833,603+3,680+102%$176.1K$353.7K+$177.6K2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
DECREASED7,1797,378-199-3%$360.5K$348.6K-$11.9K2026-10-09
Elevation Point Wealth Partners, LLC
NEW6,641—+6,641——$323.7K—2026-11-05
Creative Financial Designs Inc
DECREASED5,9746,116-142-2%$298.8K$290.1K-$8.8K2026-11-04
Legacy Capital Wealth Partners, LLC
UNCHANGED5,9505,95000%$290.7K$288.9K-$1.8K2026-10-21
Quad-Cities Investment Group, LLC
INCREASED5,6575,591+66+1%$273.2K$274.7K+$1.5K2026-10-16
Mesirow Financial Investment Management, Inc.
UNCHANGED5,6525,65200%$276.2K$274.5K-$1.7K2026-11-05
Greenwood Capital Associates LLC
UNCHANGED5,6125,61200%$274.2K$272.5K-$1.7K2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED5,0395,000+39+1%$244.3K$244.7K+$3872026-10-15
Clearstead Advisors, LLC
DECREASED4,6985,478-780-14%$267.7K$228.1K-$39.5K2026-11-06
Accelerate Investment Advisors LLC
INCREASED4,3914,381+10+0%$214.1K$213.2K-$8722026-11-02
Key Capital Management, Inc
INCREASED4,3491,502+2,847+190%$73.4K$212.0K+$138.6K2026-11-03
Verus Capital Partners, LLC
NEW4,322—+4,322——$209.9K—2026-11-03
BAM Wealth Management, LLC
NEW4,225—+4,225——$205.2K—2026-10-15
Atria Investments, Inc
NEW4,220—+4,220——$204.9K—2026-10-15
Smithbridge Asset Management Inc
UNCHANGED4,2104,21000%$205.7K$204.4K-$1.3K2026-10-19
Stirlingshire Investments, Inc.
UNCHANGED4,2004,20000%$206.0K$204.8K-$1.3K2026-11-05
Transce3nd, LLC
NEW3,371—+3,371——$164.1K—2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED2,4992,472+27+1%$120.8K$121.3K+$5352026-10-28
Montgomery Financial Services LLC
UNCHANGED2,1032,10300%$102.8K$102.1K-$6412026-11-03
Assetmark, Inc
DECREASED1,8971,920-23-1%$93.8K$92.1K-$1.7K2026-10-21
Tounjian Advisory Partners, LLC
INCREASED1,56313+1,550+11923%$632$75.9K+$75.3K2026-11-04
GK Wealth Management LLC
NEW1,064—+1,064——$51.7K—2026-10-09
Atwood & Palmer Inc
UNCHANGED1,0501,05000%$51.3K$51.0K-$3212026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,0041,00400%$49.1K$48.8K-$3062026-10-23
Kingdom Financial Group Llc.
NEW945—+945——$45.9K—2026-11-04
Allworth Financial LP
UNCHANGED88688600%$43.3K$43.3K$02026-11-06
Citigroup Inc
DECREASED7472,769-2,022-73%$135.3K$36.3K-$99.0K2026-11-04
Evolution Wealth Management Inc.
UNCHANGED72772700%$35.5K$35.3K-$2222026-10-28
Winthrop Capital Management, LLC
INCREASED540534+6+1%$26.0K$26.2K+$2412026-11-05
Capital Investment Advisory Services, LLC
NEW429—+429——$20.8K—2026-10-30
KFG LLC
NEW405—+405——$19.7K—2026-11-02
Rossby Financial, LCC
UNCHANGED26026000%$12.7K$12.6K-$792026-11-05
1620 Investment Advisors, Inc.
UNCHANGED25525500%$12.5K$12.4K-$782026-11-04
Central Trust Co
UNCHANGED23323300%$11.4K$11.3K-$712026-11-05
CoreCap Advisors, LLC
DECREASED137770-633-82%$37.6K$6.7K-$31.0K2026-10-08
Larson Financial Group LLC
DECREASED99226-127-56%$11.0K$4.8K-$6.2K2026-11-05
Wolff Wiese Magana LLC
UNCHANGED767600%$3.7K$3.7K-$232026-10-15
PNC Financial Services Group, Inc.
UNCHANGED424200%$2.1K$2.0K-$122026-11-06
Financial Enhancement Group LLC
CLOSED0371,700-371,700-100%$18.2M$0-$18.2M2026-10-08
LifeWealth Investments, LLC
CLOSED099,359-99,359-100%$4.9M$0-$4.9M2026-10-21
D.A. Davidson & Co.
CLOSED020,459-20,459-100%$999.8K$0-$999.8K2026-10-28
Lineweaver Wealth Advisors, LLC
CLOSED04,961-4,961-100%$242.4K$0-$242.4K2026-10-13
Cornerstone Advisors Asset Management, LLC
CLOSED04,135-4,135-100%$202.1K$0-$202.1K2026-11-06
Midway Capital Research & Management
CLOSED04,104-4,104-100%$200.5K$0-$200.5K2026-10-20
Pinnacle Bancorp, Inc.
CLOSED01,000-1,000-100%$48.9K$0-$48.9K2026-10-21
Hurley Capital, LLC
CLOSED0433-433-100%$21.2K$0-$21.2K2026-11-05
North Star Investment Management Corp.
CLOSED064-64-100%$3.1K$0-$3.1K2026-10-27
AE Wealth Management LLC
N/A—8,870,794-8,870,794-100%$433.5M———
Morgan Stanley
N/A—6,693,399-6,693,399-100%$327.1M———
Bank of America Corp
N/A—4,872,823-4,872,823-100%$238.1M———
Wells Fargo & Company
N/A—2,934,337-2,934,337-100%$143.4M———
Raymond James Financial Inc
N/A—2,173,203-2,173,203-100%$106.2M———
Kensington Asset Management, LLC
N/A—2,028,176-2,028,176-100%$99.1M———
Geneos Wealth Management Inc.
N/A—1,352,974-1,352,974-100%$66.1M———
Bluespring Wealth Management, LLC
N/A—1,317,087-1,317,087-100%$64.4M———
Private Advisor Group, LLC
N/A—1,163,049-1,163,049-100%$56.8M———
Royal Bank of Canada
N/A—694,400-694,400-100%$33.9M———
Texas Treasury Safekeeping Trust Co
N/A—686,991-686,991-100%$33.6M———
Ritter Daniher Financial Advisory LLC / de
N/A—655,300-655,300-100%$32.0M———
Osaic Holdings, Inc.
N/A—584,979-584,979-100%$28.6M———
Sovereign Investment Advisors, LLC
N/A—545,365-545,365-100%$26.8M———
Great Valley Advisor Group, Inc.
N/A—432,861-432,861-100%$21.2M———
Stratos Wealth Partners, Ltd.
N/A—308,676-308,676-100%$15.1M———
Stifel Financial Corp
N/A—293,830-293,830-100%$14.4M———
Greenwich Wealth Management LLC
N/A—269,234-269,234-100%$13.2M———
Waverly Advisors, LLC
N/A—241,835-241,835-100%$11.8M———
Coastal Bridge Advisors, LLC
N/A—207,321-207,321-100%$10.1M———
OneDigital Investment Advisors LLC
N/A—189,401-189,401-100%$9.3M———
Cetera Investment Advisers
N/A—142,323-142,323-100%$7.0M———
Jupiter Topco LLC
N/A—140,853-140,853-100%$6.9M———
Citadel Advisors LLC
N/A—134,997-134,997-100%$6.6M———
Mosaic Family Wealth Partners, LLC
N/A—117,609-117,609-100%$5.7M———
Old Mission Capital LLC
N/A—112,149-112,149-100%$5.5M———
HighTower Advisors, LLC
N/A—101,758-101,758-100%$5.0M———
Bleakley Financial Group, LLC
N/A—90,623-90,623-100%$4.4M———
Hershey Financial Advisers, LLC
N/A—85,288-85,288-100%$4.2M———
Envestnet Asset Management Inc
N/A—79,599-79,599-100%$3.9M———
&partners
N/A—76,830-76,830-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—76,636-76,636-100%$3.7M———
Janney Montgomery Scott LLC
N/A—76,451-76,451-100%$3.7M———
Pinnacle Financial Partners, Inc.
N/A—74,386-74,386-100%$3.6M———
Ameritas Advisory Services, LLC
N/A—74,010-74,010-100%$3.6M———
Mariner, LLC
N/A—66,184-66,184-100%$3.2M———
Bridgewealth Advisory Group, LLC
N/A—63,974-63,974-100%$3.1M———
MML Investors Services, LLC
N/A—60,702-60,702-100%$3.0M———
Global Retirement Partners, LLC
N/A—54,063-54,063-100%$2.6M———
Betterment LLC
N/A—52,357-52,357-100%$2.6M———
Barnes Wealth Management Group, Inc
N/A—41,255-41,255-100%$2.0M———
Advisory Services Network, LLC
N/A—40,242-40,242-100%$2.0M———
NewEdge Advisors, LLC
N/A—35,844-35,844-100%$1.8M———
Medallion Wealth Advisors, LLC
N/A—33,575-33,575-100%$1.5M———
Orion Porfolio Solutions, LLC
N/A—33,010-33,010-100%$1.6M———
Capital Analysts, LLC
N/A—30,382-30,382-100%$1.5M———
JPMorgan Chase & Co
N/A—30,287-30,287-100%$1.5M———
Rockefeller Capital Management L.P.
N/A—28,487-28,487-100%$1.4M———
Arkadios Wealth Advisors
N/A—26,310-26,310-100%$1.3M———
Mercer Global Advisors Inc
N/A—24,910-24,910-100%$1.2M———
Elevation Advisory Partners LLC
N/A—24,750-24,750-100%$1.2M———
AQR Capital Management LLC
N/A—23,253-23,253-100%$1.1M———
Muirfield Wealth Advisors LLC
N/A—21,664-21,664-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—19,578-19,578-100%$956.7K———
Hilltop Holdings Inc.
N/A—19,562-19,562-100%$955.9K———
Gladstone Institutional Advisory LLC
N/A—19,115-19,115-100%$934.0K———
BNP Paribas Financial Markets
N/A—18,454-18,454-100%$901.8K———
Equitable Holdings, Inc.
N/A—18,026-18,026-100%$880.8K———
Calton & Associates, Inc.
N/A—14,445-14,445-100%$705.9K———
Triton Financial Group Inc
N/A—13,736-13,736-100%$671.2K———
Susquehanna International Group, LLP
N/A—12,187-12,187-100%$595.5K———
HighPoint Advisor Group LLC
N/A—12,026-12,026-100%$587.7K———
PCG Wealth Advisors, LLC
N/A—11,840-11,840-100%$578.6K———
Rothschild Wealth LLC
N/A—11,660-11,660-100%$569.8K———
Integrated Wealth Concepts LLC
N/A—10,664-10,664-100%$521.1K———
Advyzon Investment Management, LLC
N/A—10,174-10,174-100%$497.2K———
Arax Advisory Partners
N/A—9,498-9,498-100%$464.1K———
Focus Partners Wealth
N/A—9,015-9,015-100%$440.5K———
Belpointe Asset Management LLC
N/A—8,642-8,642-100%$422.3K———
Fortis Capital Advisors, LLC
N/A—8,642-8,642-100%$422.3K———
Sanctuary Advisors, LLC
N/A—8,338-8,338-100%$407.4K———
Baird Financial Group, Inc.
N/A—8,289-8,289-100%$405.0K———
Northwestern Mutual Wealth Management Co
N/A—8,157-8,157-100%$398.6K———
Keystone Financial Services, LLC
N/A—7,048-7,048-100%$344.4K———
Richmond Brothers, Inc.
N/A—6,281-6,281-100%$306.9K———
Tower Research Capital LLC (TRC)
N/A—6,236-6,236-100%$304.7K———
Bogart Wealth, LLC
N/A—6,190-6,190-100%$302.5K———
Mars Jewett Financial Group, Inc.
N/A—6,094-6,094-100%$297.8K———
49 Wealth Management, LLC
N/A—6,086-6,086-100%$297.4K———
Alongside, LLC
N/A—6,086-6,086-100%$297.4K———
Mutual Advisors, LLC
N/A—5,118-5,118-100%$250.1K———
Pine Valley Investments Ltd Liability Co
N/A—5,085-5,085-100%$249.3K———
Sykon Capital LLC
N/A—5,000-5,000-100%$244.3K———
Garden State Investment Advisory Services LLC
N/A—4,972-4,972-100%$242.9K———
IFG Advisory, LLC
N/A—4,692-4,692-100%$229.3K———
Western Wealth Management, LLC
N/A—4,689-4,689-100%$229.1K———
Captrust Financial Advisors
N/A—4,640-4,640-100%$226.7K———
Modern Wealth Management, LLC
N/A—4,248-4,248-100%$207.6K———
Fiduciary Financial Advisors
N/A—2,933-2,933-100%$143.3K———
Keating Financial Advisory Services, Inc.
N/A—2,754-2,754-100%$134.6K———
Millstone Evans Group, LLC
N/A—1,391-1,391-100%$68.0K———
UBS Asset Management Americas LLC
N/A—1,356-1,356-100%$66.3K———
Oakmont Advisory Group, LLC
N/A—1,242-1,242-100%$60.7K———
UBS Group AG
N/A—450-450-100%$22.0K———
Harbour Investments, Inc.
N/A—220-220-100%$10.8K———
Providence Capital Advisors, LLC
N/A—165-165-100%$8.1K———
Strategic Wealth Partners, Ltd.
N/A—147-147-100%$7.2K———
Elequin Capital, LP
N/A—70-70-100%$3.4K———
Strategic Investment Solutions, Inc.
N/A—43-43-100%$2.1K———
LRI Investments, LLC
N/A—25-25-100%$1.2K———
Transamerica Financial Advisors, LLC
N/A—5-5-100%$250———
Huntington National Bank
N/A—1-1-100%$49———
Showing 252 of 252 institutions