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Kayne Anderson Energy Infra (KYN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
City of London Investment Management Co LTD
INCREASED
Shares3,635,032 from 3,584,693
Change+50,339 (+1%)
Value$49.4M (-$139.9K)
Filed 2026-10-30
Cadent Capital Advisors, LLC
DECREASED
Shares644,920 from 668,678
Change-23,758 (-4%)
Value$8.8M (-$476.9K)
Filed 2026-10-09
Magnus Financial Group LLC
INCREASED
Shares624,702 from 483,506
Change+141,196 (+29%)
Value$8.5M (+$1.8M)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares400,127 from 373,362
Change+26,765 (+7%)
Value$5.4M (+$278.1K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares321,508 from 307,432
Change+14,076 (+5%)
Value$4.4M (+$120.7K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares314,424 from 227,320
Change+87,104 (+38%)
Value$4.3M (+$1.1M)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares312,241 from 332,199
Change-19,958 (-6%)
Value$4.2M (-$347.8K)
Filed 2026-10-26
Closed-End Fund Advisors, Inc.
DECREASED
Shares304,479 from 311,135
Change-6,656 (-2%)
Value$4.1M (-$162.1K)
Filed 2026-11-04
NWF Advisory Services Inc.
INCREASED
Shares299,559 from 299,535
Change+24 (+0%)
Value$4.1M (-$68.6K)
Filed 2026-10-19
Garner Asset Management Corp
DECREASED
Shares288,758 from 309,981
Change-21,223 (-7%)
Value$4.1M (-$154.9K)
Filed 2026-10-30
TSP Capital Management Group, LLC
INCREASED
Shares273,175 from 270,525
Change+2,650 (+1%)
Value$3.7M (-$26.2K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares227,093 from 229,352
Change-2,259 (-1%)
Value$3.1M (-$83.5K)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED
Shares188,533 from 186,308
Change+2,225 (+1%)
Value$2.6M (-$12.6K)
Filed 2026-11-03
Beverly Hills Private Wealth, LLC
DECREASED
Shares188,413 from 190,812
Change-2,399 (-1%)
Value$2.6M (-$76.5K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares175,197 from 172,033
Change+3,164 (+2%)
Value$2.4M (+$3.5K)
Filed 2026-10-28
Ascentis Wealth Management, LLC
DECREASED
Shares163,226 from 198,135
Change-34,909 (-18%)
Value$2.2M (-$520.3K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares158,464 from 142,388
Change+16,076 (+11%)
Value$2.2K (-$2.0M)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares148,455 from 150,000
Change-1,545 (-1%)
Value$2.0M (-$55.5K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares141,295 from 141,250
Change+45 (+0%)
Value$2.1M (+$139.1K)
Filed 2026-11-04
Promethium Advisors,llc
INCREASED
Shares131,585 from 128,185
Change+3,400 (+3%)
Value$1.8M (+$16.8K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares126,456 from 136,874
Change-10,418 (-8%)
Value$1.7M (-$173.2K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
INCREASED
Shares122,493 from 118,898
Change+3,595 (+3%)
Value$1.7M (+$21.5K)
Filed 2026-10-26
Independent Wealth Network Inc.
INCREASED
Shares113,264 from 111,995
Change+1,269 (+1%)
Value$1.5M (-$8.5K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares111,871 from 105,370
Change+6,501 (+6%)
Value$1.5M (+$64.2K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares110,745 from 116,229
Change-5,484 (-5%)
Value$1.5M (-$101.3K)
Filed 2026-10-30
Lido Advisors, LLC
NEW
Shares109,297
Change+109,297
Value$1.5M
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares105,076 from 85,207
Change+19,869 (+23%)
Value$1.4M (+$254.0K)
Filed 2026-10-13
Collar Capital Management, LLC
UNCHANGED
Shares102,789 from 102,789
Change0 (0%)
Value$1.4M (-$23.6K)
Filed 2026-10-28
Secure Asset Management, LLC
UNCHANGED
Shares79,697 from 79,697
Change0 (0%)
Value$1.1M (-$18.3K)
Filed 2026-10-19
Post Resch Tallon Group Inc.
INCREASED
Shares78,652 from 78,545
Change+107 (+0%)
Value$1.1M (-$16.6K)
Filed 2026-10-09
Jeppson Wealth Management, LLC
DECREASED
Shares75,240 from 75,434
Change-194 (0%)
Value$1.0M (-$20.0K)
Filed 2026-10-20
Indivisible Partners
DECREASED
Shares75,031 from 91,264
Change-16,233 (-18%)
Value$1.0M (-$241.8K)
Filed 2026-10-26
TrueMark Investments, LLC
INCREASED
Shares69,295 from 65,275
Change+4,020 (+6%)
Value$942.4K (+$39.7K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares68,776 from 72,156
Change-3,380 (-5%)
Value$935.4K (-$62.6K)
Filed 2026-10-30
Sanders Morris Harris LLC
NEW
Shares61,200
Change+61,200
Value$846.4K
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares57,109 from 59,030
Change-1,921 (-3%)
Value$776.7K (-$39.7K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
INCREASED
Shares48,313 from 45,775
Change+2,538 (+6%)
Value$657.0K (+$10.1K)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares47,378 from 33,427
Change+13,951 (+42%)
Value$644.3K (+$182.0K)
Filed 2026-11-02
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares46,543 from 46,543
Change0 (0%)
Value$633.0K (-$10.7K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
DECREASED
Shares42,983 from 44,773
Change-1,790 (-4%)
Value$584.6K (-$34.6K)
Filed 2026-10-29
Tctc Holdings, LLC
DECREASED
Shares42,075 from 55,325
Change-13,250 (-24%)
Value$572.2K (-$192.9K)
Filed 2026-11-02
Independent Financial Group, LLC
UNCHANGED
Shares40,654 from 40,654
Change0 (0%)
Value$552.9K (-$9.4K)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares36,250 from 36,250
Change0 (0%)
Value$493.0K (-$8.3K)
Filed 2026-10-01
Visionary Wealth Advisors
DECREASED
Shares36,110 from 36,896
Change-786 (-2%)
Value$491.1K (-$19.2K)
Filed 2026-11-04
Mission Wealth Management, LP
UNCHANGED
Shares35,683 from 35,683
Change0 (0%)
Value$485.3K (-$8.2K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares34,777 from 34,583
Change+194 (+1%)
Value$473.0K (-$5.3K)
Filed 2026-10-28
Centurion Wealth Management LLC
UNCHANGED
Shares33,024 from 33,024
Change0 (0%)
Value$449.1K (-$7.6K)
Filed 2026-10-13
Argentarii, LLC
UNCHANGED
Shares31,674 from 31,674
Change0 (0%)
Value$430.8K (-$33.3K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares31,394 from 14,152
Change+17,242 (+122%)
Value$427.0K (+$231.2K)
Filed 2026-10-14
Atala Financial Inc
UNCHANGED
Shares31,375 from 31,375
Change0 (0%)
Value$426.7K (-$7.2K)
Filed 2026-10-22
Journey Advisory Group, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$408.0K (-$6.9K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares29,602 from 29,420
Change+182 (+1%)
Value$423.9K (-$16.5K)
Filed 2026-10-27
Blueprint Financial Advisors LLC
INCREASED
Shares28,669 from 18,620
Change+10,049 (+54%)
Value$389.9K (+$132.4K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares28,653 from 18,620
Change+10,033 (+54%)
Value$389.7K (+$132.2K)
Filed 2026-10-28
AWM Capital, LLC
DECREASED
Shares27,276 from 27,277
Change-1 (0%)
Value$371.0K (-$6.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares25,862 from 26,738
Change-876 (-3%)
Value$351.7K (-$18.1K)
Filed 2026-10-08
Samalin Investment Counsel, LLC
INCREASED
Shares24,651 from 22,732
Change+1,919 (+8%)
Value$335.3K (+$20.9K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares23,467 from 149
Change+23,318 (+15650%)
Value$319 (+$317)
Filed 2026-10-02
1900 Wealth Management LLC
UNCHANGED
Shares23,459 from 23,459
Change0 (0%)
Value$319.0K (-$5.4K)
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares23,376 from 23,376
Change0 (0%)
Value$317.9K (-$5.4K)
Filed 2026-11-04
Leisure Capital Management
UNCHANGED
Shares23,290 from 23,290
Change0 (0%)
Value$316.7K (-$5.4K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
UNCHANGED
Shares22,936 from 22,936
Change0 (0%)
Value$311.9K (-$5.3K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares21,994 from 21,490
Change+504 (+2%)
Value$299.1K (+$1.9K)
Filed 2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares21,820 from 14,760
Change+7,060 (+48%)
Value$297 (-$203.7K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares21,648 from 23,148
Change-1,500 (-6%)
Value$294.4K (-$25.7K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares20,850 from 19,294
Change+1,556 (+8%)
Value$283.6K (+$16.7K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares20,015 from 19,209
Change+806 (+4%)
Value$272.2K (+$6.5K)
Filed 2026-10-23
Parkside Investments, LLC
DECREASED
Shares19,550 from 22,288
Change-2,738 (-12%)
Value$265.9K (-$42.4K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
NEW
Shares19,307
Change+19,307
Value$262.6K
Filed 2026-10-13
Pinnacle Associates LTD
UNCHANGED
Shares18,381 from 18,381
Change0 (0%)
Value$250.0K (-$4.2K)
Filed 2026-10-20
North Capital, Inc.
INCREASED
Shares17,652 from 17,552
Change+100 (+1%)
Value$253.1K (+$10.4K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
UNCHANGED
Shares16,930 from 16,930
Change0 (0%)
Value$230.2K (-$3.9K)
Filed 2026-11-04
Princeton Global Asset Management LLC
DECREASED
Shares16,820 from 16,870
Change-50 (0%)
Value$228.8K (-$4.6K)
Filed 2026-10-21
Nations Financial Group Inc,
DECREASED
Shares16,807 from 17,289
Change-482 (-3%)
Value$228.6K (-$10.5K)
Filed 2026-11-05
Arlington Capital Management Inc
INCREASED
Shares16,637 from 16,010
Change+627 (+4%)
Value$226.3K (+$4.8K)
Filed 2026-10-30
Griffith & Werner, Inc.
UNCHANGED
Shares16,173 from 16,173
Change0 (0%)
Value$220.0K (-$4.0K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares15,626 from 18,685
Change-3,059 (-16%)
Value$212.5K (-$45.9K)
Filed 2026-11-02
Gruss & Co., LLC
UNCHANGED
Shares15,086 from 15,086
Change0 (0%)
Value$205.2K (-$3.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares14,760 from 14,873
Change-113 (-1%)
Value$209.7K (-$563)
Filed 2026-10-13
Platform Technology Partners
UNCHANGED
Shares14,248 from 14,248
Change0 (0%)
Value$193.8K (-$3.3K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares14,128 from 19,050
Change-4,922 (-26%)
Value$192.1K (-$71.3K)
Filed 2026-11-02
Decision Investments, Inc
UNCHANGED
Shares13,870 from 13,870
Change0 (0%)
Value$188.6K (-$3.2K)
Filed 2026-10-07
Rockwood Wealth Management, LLC
INCREASED
Shares13,699 from 13,675
Change+24 (+0%)
Value$186.3K (-$2.8K)
Filed 2026-10-27
Chapman Financial Group, LLC
DECREASED
Shares12,500 from 12,602
Change-102 (-1%)
Value$170.0K (-$4.3K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares12,424 from 12,411
Change+13 (+0%)
Value$169.0K (-$2.7K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares12,381 from 12,381
Change0 (0%)
Value$168.4K (-$2.8K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares11,872 from 11,655
Change+217 (+2%)
Value$161.5K (+$272)
Filed 2026-10-16
JSF Financial, LLC
INCREASED
Shares11,516 from 11,326
Change+190 (+2%)
Value$156.6K (-$18)
Filed 2026-10-22
Tranquility Partners, LLC
UNCHANGED
Shares11,450 from 11,450
Change0 (0%)
Value$155.7K (-$2.6K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares10,995 from 10,220
Change+775 (+8%)
Value$149.5K (+$8.2K)
Filed 2026-10-21
King Luther Capital Management Corp
UNCHANGED
Shares10,681 from 10,681
Change0 (0%)
Value$145.3K (-$2.5K)
Filed 2026-11-05
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares10,399 from 10,399
Change0 (0%)
Value$141.4K (-$2.4K)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$140.1K (-$2.4K)
Filed 2026-11-03
Evergreen Capital Management LLC
UNCHANGED
Shares10,203 from 10,203
Change0 (0%)
Value$138.8K (-$2.3K)
Filed 2026-10-23
Chilton Capital Management LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$81.6K (-$1.4K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED
Shares3,350 from 3,400
Change-50 (-1%)
Value$45.6K (-$1.5K)
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$35.3K (-$597)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares2,325 from 2,325
Change0 (0%)
Value$31.6K (-$535)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$29.8K (-$505)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$24.7K (-$419)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$24.8K (+$72)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
NEW
Shares1,730
Change+1,730
Value$23.5K
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares1,675 from 2,377
Change-702 (-30%)
Value$22.8K (-$10.1K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$22.4K (-$248)
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
NEW
Shares1,400
Change+1,400
Value$19.0K
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$18.7K (-$315)
Filed 2026-10-09
IFP Advisors, Inc
UNCHANGED
Shares1,339 from 1,339
Change0 (0%)
Value$18.2K (-$308)
Filed 2026-10-16
Evermay Wealth Management LLC
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$17.2K (-$291)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares1,171
Change+1,171
Value$15.9K
Filed 2026-10-29
Nova Financial LLC
NEW
Shares1,155
Change+1,155
Value$15.7K
Filed 2026-11-04
Madden Securities Corp
NEW
Shares1,000
Change+1,000
Value$13.6K
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$13.6K (-$230)
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$13.6K (-$230)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$13.6K (-$230)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares801 from 1,070
Change-269 (-25%)
Value$10.9K (-$3.9K)
Filed 2026-10-21
Signaturefd, LLC
NEW
Shares800
Change+800
Value$10.9K
Filed 2026-10-23
Financial Consulate, Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$10.2K (-$173)
Filed 2026-10-23
Olistico Wealth, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$8.4K (-$143)
Filed 2026-10-05
Key Capital Management, Inc
DECREASED
Shares574 from 575
Change-1 (0%)
Value$7.8K (-$146)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares500
Change+500
Value$6.8K
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.8K (-$115)
Filed 2026-11-02
Chung Wu Investment Group, LLC
DECREASED
Shares400 from 719
Change-319 (-44%)
Value$5.4K (-$4.5K)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$5.3K (-$88)
Filed 2026-11-05
Hilltop National Bank
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$5.2K (-$87)
Filed 2026-10-14
Trust Co of Toledo NA
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$4.9K (-$83)
Filed 2026-10-16
Essential Investment Partners LLC
NEW
Shares333
Change+333
Value$4.5K
Filed 2026-10-27
Mountain Hill Investment Partners Corp.
INCREASED
Shares323 from 317
Change+6 (+2%)
Value$4.4K (+$9)
Filed 2026-10-23
Avion Wealth
INCREASED
Shares238 from 233
Change+5 (+2%)
Value$3 ($0)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares169 from 166
Change+3 (+2%)
Value$2.3K (+$5)
Filed 2026-10-28
1620 Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.4K (-$23)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares80
Change+80
Value$1.1K
Filed 2026-11-03
Entrust Financial LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$1.0K (-$17)
Filed 2026-11-04
Citigroup Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$748 (-$13)
Filed 2026-11-04
Wolverine Asset Management LLC
CLOSED
Shares0 from 166,818
Change-166,818 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 17,225
Change-17,225 (-100%)
Value$0 (-$238.2K)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 7,943
Change-7,943 (-100%)
Value$0 (-$109.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,626
Change-4,626 (-100%)
Value$0 (-$63.6K)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 2,220
Change-2,220 (-100%)
Value$0 (-$30.7K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,142
Change-2,142 (-100%)
Value$0 (-$29.6K)
Filed 2026-10-26
Westside Investment Management, Inc.
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$789)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$129)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 10,405,652
Change-10,405,652 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,484,972
Change-4,484,972 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,627,961
Change-3,627,961 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,216,471
Change-3,216,471 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,700,420
Change-2,700,420 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,395,884
Change-2,395,884 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 1,968,119
Change-1,968,119 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,912,181
Change-1,912,181 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,854,683
Change-1,854,683 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,627,868
Change-1,627,868 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,524,934
Change-1,524,934 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,195,501
Change-1,195,501 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 791,696
Change-791,696 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 697,198
Change-697,198 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 668,387
Change-668,387 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 652,500
Change-652,500 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 632,020
Change-632,020 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 624,480
Change-624,480 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 599,903
Change-599,903 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 550,782
Change-550,782 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 454,618
Change-454,618 (-100%)
Value—
Commerce Bank
N/A
Shares— from 411,474
Change-411,474 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 372,385
Change-372,385 (-100%)
Value—
Quantedge Capital Pte Ltd
N/A
Shares— from 335,194
Change-335,194 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 309,680
Change-309,680 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 276,097
Change-276,097 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 220,149
Change-220,149 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 214,606
Change-214,606 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 210,588
Change-210,588 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 176,601
Change-176,601 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 166,479
Change-166,479 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 149,582
Change-149,582 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 144,300
Change-144,300 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 141,106
Change-141,106 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 131,000
Change-131,000 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 129,309
Change-129,309 (-100%)
Value—
AG Asset Advisory, LLC
N/A
Shares— from 120,714
Change-120,714 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 110,741
Change-110,741 (-100%)
Value—
Nwam LLC
N/A
Shares— from 95,617
Change-95,617 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 94,701
Change-94,701 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 88,661
Change-88,661 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 84,294
Change-84,294 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 79,012
Change-79,012 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 72,072
Change-72,072 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 70,114
Change-70,114 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 69,686
Change-69,686 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 64,445
Change-64,445 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 64,411
Change-64,411 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 61,689
Change-61,689 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 56,800
Change-56,800 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 56,570
Change-56,570 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 56,149
Change-56,149 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 54,023
Change-54,023 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 49,338
Change-49,338 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 48,535
Change-48,535 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 48,250
Change-48,250 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 48,085
Change-48,085 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 48,038
Change-48,038 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 46,474
Change-46,474 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 46,170
Change-46,170 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 44,045
Change-44,045 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 40,368
Change-40,368 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,081
Change-40,081 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 38,146
Change-38,146 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 35,288
Change-35,288 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 34,359
Change-34,359 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 34,296
Change-34,296 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 32,320
Change-32,320 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 31,861
Change-31,861 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 31,750
Change-31,750 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 31,152
Change-31,152 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 30,417
Change-30,417 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 28,162
Change-28,162 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 27,202
Change-27,202 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 26,177
Change-26,177 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 25,725
Change-25,725 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,340
Change-24,340 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 24,110
Change-24,110 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 23,228
Change-23,228 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,532
Change-21,532 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 21,302
Change-21,302 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 20,799
Change-20,799 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 20,380
Change-20,380 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 20,075
Change-20,075 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,954
Change-19,954 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,550
Change-18,550 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 18,536
Change-18,536 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 17,934
Change-17,934 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,929
Change-17,929 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 17,918
Change-17,918 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 17,436
Change-17,436 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,008
Change-16,008 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Stephens Inc
N/A
Shares— from 14,352
Change-14,352 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,958
Change-13,958 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,144
Change-13,144 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,058
Change-13,058 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 12,849
Change-12,849 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 12,605
Change-12,605 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,660
Change-11,660 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 11,124
Change-11,124 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 610
Change-610 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 242
Change-242 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Status
City of London Investment Management Co LTD
INCREASED3,635,0323,584,693+50,339+1%$49.6M$49.4M-$139.9K2026-10-30
Cadent Capital Advisors, LLC
DECREASED644,920668,678-23,758-4%$9.2M$8.8M-$476.9K2026-10-09
Magnus Financial Group LLC
INCREASED624,702483,506+141,196+29%$6.7M$8.5M+$1.8M2026-10-21
Meridian Wealth Management, LLC
INCREASED400,127373,362+26,765+7%$5.2M$5.4M+$278.1K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED321,508307,432+14,076+5%$4.3M$4.4M+$120.7K2026-10-26
Commonwealth Equity Services, LLC
INCREASED314,424227,320+87,104+38%$3.1M$4.3M+$1.1M2026-11-02
Oppenheimer & Co Inc
DECREASED312,241332,199-19,958-6%$4.6M$4.2M-$347.8K2026-10-26
Closed-End Fund Advisors, Inc.
DECREASED304,479311,135-6,656-2%$4.3M$4.1M-$162.1K2026-11-04
NWF Advisory Services Inc.
INCREASED299,559299,535+24+0%$4.1M$4.1M-$68.6K2026-10-19
Garner Asset Management Corp
DECREASED288,758309,981-21,223-7%$4.3M$4.1M-$154.9K2026-10-30
TSP Capital Management Group, LLC
INCREASED273,175270,525+2,650+1%$3.7M$3.7M-$26.2K2026-10-15
RFG Advisory, LLC
DECREASED227,093229,352-2,259-1%$3.2M$3.1M-$83.5K2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED188,533186,308+2,225+1%$2.6M$2.6M-$12.6K2026-11-03
Beverly Hills Private Wealth, LLC
DECREASED188,413190,812-2,399-1%$2.6M$2.6M-$76.5K2026-11-04
MGO One Seven LLC
INCREASED175,197172,033+3,164+2%$2.4M$2.4M+$3.5K2026-10-28
Ascentis Wealth Management, LLC
DECREASED163,226198,135-34,909-18%$2.7M$2.2M-$520.3K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED158,464142,388+16,076+11%$2.0M$2.2K-$2.0M2026-11-02
Ritholtz Wealth Management
DECREASED148,455150,000-1,545-1%$2.1M$2.0M-$55.5K2026-11-05
Prospera Financial Services Inc
INCREASED141,295141,250+45+0%$2.0M$2.1M+$139.1K2026-11-04
Promethium Advisors,llc
INCREASED131,585128,185+3,400+3%$1.8M$1.8M+$16.8K2026-10-19
Fifth Third Bancorp
DECREASED126,456136,874-10,418-8%$1.9M$1.7M-$173.2K2026-11-05
Crusonia Wealth Advisors LLC
INCREASED122,493118,898+3,595+3%$1.6M$1.7M+$21.5K2026-10-26
Independent Wealth Network Inc.
INCREASED113,264111,995+1,269+1%$1.5M$1.5M-$8.5K2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED111,871105,370+6,501+6%$1.5M$1.5M+$64.2K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED110,745116,229-5,484-5%$1.6M$1.5M-$101.3K2026-10-30
Lido Advisors, LLC
NEW109,297—+109,297——$1.5M—2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED105,07685,207+19,869+23%$1.2M$1.4M+$254.0K2026-10-13
Collar Capital Management, LLC
UNCHANGED102,789102,78900%$1.4M$1.4M-$23.6K2026-10-28
Secure Asset Management, LLC
UNCHANGED79,69779,69700%$1.1M$1.1M-$18.3K2026-10-19
Post Resch Tallon Group Inc.
INCREASED78,65278,545+107+0%$1.1M$1.1M-$16.6K2026-10-09
Jeppson Wealth Management, LLC
DECREASED75,24075,434-1940%$1.0M$1.0M-$20.0K2026-10-20
Indivisible Partners
DECREASED75,03191,264-16,233-18%$1.3M$1.0M-$241.8K2026-10-26
TrueMark Investments, LLC
INCREASED69,29565,275+4,020+6%$902.8K$942.4K+$39.7K2026-11-05
Truist Financial Corp
DECREASED68,77672,156-3,380-5%$997.9K$935.4K-$62.6K2026-10-30
Sanders Morris Harris LLC
NEW61,200—+61,200——$846.4K—2026-10-14
US Bancorp \de\
DECREASED57,10959,030-1,921-3%$816.4K$776.7K-$39.7K2026-11-05
Uhlmann Price Securities, LLC
INCREASED48,31345,775+2,538+6%$646.9K$657.0K+$10.1K2026-11-03
Calamos Advisors LLC
INCREASED47,37833,427+13,951+42%$462.3K$644.3K+$182.0K2026-11-02
Eagle Bluffs Wealth Management LLC
UNCHANGED46,54346,54300%$643.7K$633.0K-$10.7K2026-10-20
Koshinski Asset Management, Inc.
DECREASED42,98344,773-1,790-4%$619.2K$584.6K-$34.6K2026-10-29
Tctc Holdings, LLC
DECREASED42,07555,325-13,250-24%$765.1K$572.2K-$192.9K2026-11-02
Independent Financial Group, LLC
UNCHANGED40,65440,65400%$562.2K$552.9K-$9.4K2026-10-13
Hickory Point Bank & Trust
UNCHANGED36,25036,25000%$501.3K$493.0K-$8.3K2026-10-01
Visionary Wealth Advisors
DECREASED36,11036,896-786-2%$510.3K$491.1K-$19.2K2026-11-04
Mission Wealth Management, LP
UNCHANGED35,68335,68300%$493.5K$485.3K-$8.2K2026-10-15
Choreo, LLC
INCREASED34,77734,583+194+1%$478.3K$473.0K-$5.3K2026-10-28
Centurion Wealth Management LLC
UNCHANGED33,02433,02400%$456.7K$449.1K-$7.6K2026-10-13
Argentarii, LLC
UNCHANGED31,67431,67400%$464.0K$430.8K-$33.3K2026-10-28
Davenport & Co LLC
INCREASED31,39414,152+17,242+122%$195.7K$427.0K+$231.2K2026-10-14
Atala Financial Inc
UNCHANGED31,37531,37500%$433.9K$426.7K-$7.2K2026-10-22
Journey Advisory Group, LLC
UNCHANGED30,00030,00000%$414.9K$408.0K-$6.9K2026-11-04
Chicago Partners Investment Group LLC
INCREASED29,60229,420+182+1%$440.4K$423.9K-$16.5K2026-10-27
Blueprint Financial Advisors LLC
INCREASED28,66918,620+10,049+54%$257.5K$389.9K+$132.4K2026-10-28
Blueprint Investment Partners LLC
INCREASED28,65318,620+10,033+54%$257.5K$389.7K+$132.2K2026-10-28
AWM Capital, LLC
DECREASED27,27627,277-10%$377.2K$371.0K-$6.3K2026-10-16
Farther Finance Advisors, LLC
DECREASED25,86226,738-876-3%$369.8K$351.7K-$18.1K2026-10-08
Samalin Investment Counsel, LLC
INCREASED24,65122,732+1,919+8%$314.4K$335.3K+$20.9K2026-10-23
CX Institutional
INCREASED23,467149+23,318+15650%$2$319+$3172026-10-02
1900 Wealth Management LLC
UNCHANGED23,45923,45900%$324.4K$319.0K-$5.4K2026-10-13
AlphaCore Capital LLC
UNCHANGED23,37623,37600%$323.3K$317.9K-$5.4K2026-11-04
Leisure Capital Management
UNCHANGED23,29023,29000%$322.1K$316.7K-$5.4K2026-11-03
Wealth Advisory Solutions, LLC
UNCHANGED22,93622,93600%$317.2K$311.9K-$5.3K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED21,99421,490+504+2%$297.2K$299.1K+$1.9K2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
INCREASED21,82014,760+7,060+48%$204.0K$297-$203.7K2026-10-22
D.A. Davidson & Co.
DECREASED21,64823,148-1,500-6%$320.1K$294.4K-$25.7K2026-10-28
Csenge Advisory Group
INCREASED20,85019,294+1,556+8%$266.8K$283.6K+$16.7K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED20,01519,209+806+4%$265.7K$272.2K+$6.5K2026-10-23
Parkside Investments, LLC
DECREASED19,55022,288-2,738-12%$308.2K$265.9K-$42.4K2026-10-20
Signature Estate & Investment Advisors LLC
NEW19,307—+19,307——$262.6K—2026-10-13
Pinnacle Associates LTD
UNCHANGED18,38118,38100%$254.2K$250.0K-$4.2K2026-10-20
North Capital, Inc.
INCREASED17,65217,552+100+1%$242.7K$253.1K+$10.4K2026-10-16
Daymark Wealth Partners, LLC
UNCHANGED16,93016,93000%$234.1K$230.2K-$3.9K2026-11-04
Princeton Global Asset Management LLC
DECREASED16,82016,870-500%$233.3K$228.8K-$4.6K2026-10-21
Nations Financial Group Inc,
DECREASED16,80717,289-482-3%$239.1K$228.6K-$10.5K2026-11-05
Arlington Capital Management Inc
INCREASED16,63716,010+627+4%$221.4K$226.3K+$4.8K2026-10-30
Griffith & Werner, Inc.
UNCHANGED16,17316,17300%$224.0K$220.0K-$4.0K2026-11-04
Kestra Advisory Services, LLC
DECREASED15,62618,685-3,059-16%$258.4K$212.5K-$45.9K2026-11-02
Gruss & Co., LLC
UNCHANGED15,08615,08600%$208.6K$205.2K-$3.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED14,76014,873-113-1%$210.3K$209.7K-$5632026-10-13
Platform Technology Partners
UNCHANGED14,24814,24800%$197.1K$193.8K-$3.3K2026-11-02
Creative Planning
DECREASED14,12819,050-4,922-26%$263.5K$192.1K-$71.3K2026-11-02
Decision Investments, Inc
UNCHANGED13,87013,87000%$191.8K$188.6K-$3.2K2026-10-07
Rockwood Wealth Management, LLC
INCREASED13,69913,675+24+0%$189.1K$186.3K-$2.8K2026-10-27
Chapman Financial Group, LLC
DECREASED12,50012,602-102-1%$174.3K$170.0K-$4.3K2026-10-26
Apollon Wealth Management, LLC
INCREASED12,42412,411+13+0%$171.6K$169.0K-$2.7K2026-10-23
Avidian Wealth Enterprises, LLC
UNCHANGED12,38112,38100%$171.2K$168.4K-$2.8K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED11,87211,655+217+2%$161.2K$161.5K+$2722026-10-16
JSF Financial, LLC
INCREASED11,51611,326+190+2%$156.6K$156.6K-$182026-10-22
Tranquility Partners, LLC
UNCHANGED11,45011,45000%$158.4K$155.7K-$2.6K2026-10-20
Axxcess Wealth Management, LLC
INCREASED10,99510,220+775+8%$141.3K$149.5K+$8.2K2026-10-21
King Luther Capital Management Corp
UNCHANGED10,68110,68100%$147.7K$145.3K-$2.5K2026-11-05
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED10,39910,39900%$143.8K$141.4K-$2.4K2026-10-21
Parallel Advisors, LLC
UNCHANGED10,30010,30000%$142.4K$140.1K-$2.4K2026-11-03
Evergreen Capital Management LLC
UNCHANGED10,20310,20300%$141.1K$138.8K-$2.3K2026-10-23
Chilton Capital Management LLC
UNCHANGED6,0006,00000%$83.0K$81.6K-$1.4K2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED3,3503,400-50-1%$47.0K$45.6K-$1.5K2026-10-29
Parkside Financial Bank & Trust
UNCHANGED2,5952,59500%$35.9K$35.3K-$5972026-10-27
Cape Investment Advisory, Inc.
UNCHANGED2,3252,32500%$32.2K$31.6K-$5352026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED2,1952,19500%$30.4K$29.8K-$5052026-11-04
Creative Financial Designs Inc
UNCHANGED1,8191,81900%$25.2K$24.7K-$4192026-11-04
Community Financial Services Group, LLC
UNCHANGED1,8001,80000%$24.8K$24.8K+$722026-10-15
Cassaday & Co Wealth Management LLC
NEW1,730—+1,730——$23.5K—2026-10-27
Lanark Financial, Inc.
DECREASED1,6752,377-702-30%$32.9K$22.8K-$10.1K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED1,6501,65000%$22.7K$22.4K-$2482026-10-29
Foresight Capital Management Advisors, Inc.
NEW1,400—+1,400——$19.0K—2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED1,3721,37200%$19.0K$18.7K-$3152026-10-09
IFP Advisors, Inc
UNCHANGED1,3391,33900%$18.5K$18.2K-$3082026-10-16
Evermay Wealth Management LLC
UNCHANGED1,2661,26600%$17.5K$17.2K-$2912026-11-05
Next Level Wealth Planning, LLC
NEW1,171—+1,171——$15.9K—2026-10-29
Nova Financial LLC
NEW1,155—+1,155——$15.7K—2026-11-04
Madden Securities Corp
NEW1,000—+1,000——$13.6K—2026-10-27
First Bancorp, Inc
UNCHANGED1,0001,00000%$13.8K$13.6K-$2302026-10-26
Harbor Investment Advisory, LLC
UNCHANGED1,0001,00000%$13.8K$13.6K-$2302026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED1,0001,00000%$13.8K$13.6K-$2302026-10-23
Assetmark, Inc
DECREASED8011,070-269-25%$14.8K$10.9K-$3.9K2026-10-21
Signaturefd, LLC
NEW800—+800——$10.9K—2026-10-23
Financial Consulate, Inc
UNCHANGED75075000%$10.4K$10.2K-$1732026-10-23
Olistico Wealth, LLC
UNCHANGED62062000%$8.6K$8.4K-$1432026-10-05
Key Capital Management, Inc
DECREASED574575-10%$8.0K$7.8K-$1462026-11-03
Rossby Financial, LCC
NEW500—+500——$6.8K—2026-11-05
Golden State Wealth Management, LLC
UNCHANGED50050000%$6.9K$6.8K-$1152026-11-02
Chung Wu Investment Group, LLC
DECREASED400719-319-44%$9.9K$5.4K-$4.5K2026-11-03
Larson Financial Group LLC
UNCHANGED38638600%$5.3K$5.3K-$882026-11-05
Hilltop National Bank
UNCHANGED38038000%$5.3K$5.2K-$872026-10-14
Trust Co of Toledo NA
UNCHANGED35935900%$5.0K$4.9K-$832026-10-16
Essential Investment Partners LLC
NEW333—+333——$4.5K—2026-10-27
Mountain Hill Investment Partners Corp.
INCREASED323317+6+2%$4.4K$4.4K+$92026-10-23
Avion Wealth
INCREASED238233+5+2%$3$3$02026-11-04
Buck Wealth Strategies, LLC
INCREASED169166+3+2%$2.3K$2.3K+$52026-10-28
1620 Investment Advisors, Inc.
UNCHANGED10010000%$1.4K$1.4K-$232026-11-04
Ascentis Independent Advisors
NEW80—+80——$1.1K—2026-11-03
Entrust Financial LLC
UNCHANGED777700%$1.1K$1.0K-$172026-11-04
Citigroup Inc
UNCHANGED555500%$761$748-$132026-11-04
Wolverine Asset Management LLC
CLOSED0166,818-166,818-100%$2.3M$0-$2.3M2026-11-02
Jefferies Financial Group Inc.
CLOSED017,225-17,225-100%$238.2K$0-$238.2K2026-11-05
Wellington Shields & Co., LLC
CLOSED07,943-7,943-100%$109.9K$0-$109.9K2026-11-03
International Assets Investment Management, LLC
CLOSED04,626-4,626-100%$63.6K$0-$63.6K2026-11-02
Wellington Shields Capital Management, LLC
CLOSED02,220-2,220-100%$30.7K$0-$30.7K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED02,142-2,142-100%$29.6K$0-$29.6K2026-10-26
Westside Investment Management, Inc.
CLOSED0422-422-100%$5.8K$0-$5.8K2026-11-02
JFS Wealth Advisors, LLC
CLOSED057-57-100%$789$0-$7892026-11-03
AdvisorNet Financial, Inc
CLOSED09-9-100%$129$0-$1292026-10-15
Morgan Stanley
N/A—10,405,652-10,405,652-100%$143.9M———
Bank of America Corp
N/A—4,484,972-4,484,972-100%$62.0M———
Cetera Investment Advisers
N/A—3,627,961-3,627,961-100%$50.2M———
Wells Fargo & Company
N/A—3,216,471-3,216,471-100%$44.5M———
Brown Advisory Inc
N/A—2,700,420-2,700,420-100%$37.3M———
Raymond James Financial Inc
N/A—2,395,884-2,395,884-100%$33.1M———
Terril Brothers, Inc.
N/A—1,968,119-1,968,119-100%$27.2M———
Advisors Asset Management, Inc.
N/A—1,912,181-1,912,181-100%$26.4M———
Royal Bank of Canada
N/A—1,854,683-1,854,683-100%$25.7M———
UBS Group AG
N/A—1,627,868-1,627,868-100%$22.5M———
Pathstone Holdings, LLC
N/A—1,524,934-1,524,934-100%$21.1M———
Stifel Financial Corp
N/A—1,195,501-1,195,501-100%$16.5M———
Osaic Holdings, Inc.
N/A—791,696-791,696-100%$10.9M———
Rivernorth Capital Management, LLC
N/A—697,198-697,198-100%$9.6M———
Penserra Capital Management LLC
N/A—668,387-668,387-100%$9.2M———
Zimmer Partners, LP
N/A—652,500-652,500-100%$9.0M———
LPL Financial LLC
N/A—632,020-632,020-100%$8.7M———
Bard Associates Inc
N/A—624,480-624,480-100%$8.6M———
Stansberry Asset Management, LLC
N/A—599,903-599,903-100%$8.3M———
Saba Capital Management, L.P.A
N/A—550,782-550,782-100%$7.6M———
Summit Financial, LLC
N/A—454,618-454,618-100%$6.3M———
Commerce Bank
N/A—411,474-411,474-100%$5.7M———
HighTower Advisors, LLC
N/A—372,385-372,385-100%$5.2M———
Quantedge Capital Pte Ltd
N/A—335,194-335,194-100%$4.6M———
McGowan Group Asset Management, Inc.
N/A—309,680-309,680-100%$4.3M———
Thomas J. Herzfeld Advisors, Inc.
N/A—276,097-276,097-100%$3.8M———
NewEdge Advisors, LLC
N/A—220,149-220,149-100%$3.0M———
Rockefeller Capital Management L.P.
N/A—214,606-214,606-100%$3.0M———
FourThought Financial Partners, LLC
N/A—210,588-210,588-100%$2.9M———
Bridgewater Advisors Inc.
N/A—176,601-176,601-100%$2.6M———
BFC Planning, Inc.
N/A—166,479-166,479-100%$2.3M———
First Trust Advisors LP
N/A—149,582-149,582-100%$2.1M———
Two Sigma Investments, LP
N/A—144,300-144,300-100%$2.0M———
Caldwell Sutter Capital, Inc.
N/A—141,106-141,106-100%$2.0M———
Cohen & Steers, Inc.
N/A—131,000-131,000-100%$1.8M———
Deeter Investments LLP
N/A—129,309-129,309-100%$1.8M———
AG Asset Advisory, LLC
N/A—120,714-120,714-100%$1.7M———
Janney Montgomery Scott LLC
N/A—110,741-110,741-100%$1.5M———
Nwam LLC
N/A—95,617-95,617-100%$1.3M———
Invesco Ltd.
N/A—94,701-94,701-100%$1.3M———
XTX Topco Ltd
N/A—88,661-88,661-100%$1.2M———
Aristides Capital LLC
N/A—84,294-84,294-100%$1.2M———
Cura Wealth Advisors, LLC
N/A—79,012-79,012-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—72,072-72,072-100%$996.8K———
Essex Financial Services, Inc.
N/A—70,114-70,114-100%$969.7K———
Steward Partners Investment Advisory, LLC
N/A—69,686-69,686-100%$963.8K———
PFG Investments, LLC
N/A—64,445-64,445-100%$891.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—64,411-64,411-100%$890.8K———
Pallas Capital Advisors LLC
N/A—61,689-61,689-100%$853.2K———
Baker Avenue Asset Management, LP
N/A—56,800-56,800-100%$785.5K———
Baird Financial Group, Inc.
N/A—56,570-56,570-100%$782.4K———
Focus Partners Wealth
N/A—56,149-56,149-100%$776.5K———
Colter Lewis Investment Partners LLC
N/A—54,023-54,023-100%$747.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—49,338-49,338-100%$682.4K———
Mutual Advisors, LLC
N/A—48,535-48,535-100%$671.2K———
Monetary Management Group Inc
N/A—48,250-48,250-100%$667.3K———
Mariner, LLC
N/A—48,085-48,085-100%$665.0K———
Manhattan West Asset Management, LLC
N/A—48,038-48,038-100%$664.4K———
Waverly Advisors, LLC
N/A—46,474-46,474-100%$642.7K———
Concorde Asset Management, LLC
N/A—46,170-46,170-100%$638.5K———
Johnson Investment Counsel Inc
N/A—44,045-44,045-100%$609.1K———
Guggenheim Capital LLC
N/A—40,368-40,368-100%$558.3K———
CreativeOne Wealth, LLC
N/A—40,081-40,081-100%$554.3K———
Operose Advisors LLC
N/A—38,146-38,146-100%$527.6K———
BHK Investment Advisors, LLC
N/A—36,500-36,500-100%$504.8K———
Cornerstone Advisory, LLC
N/A—35,288-35,288-100%$488.0K———
Captrust Financial Advisors
N/A—34,359-34,359-100%$475.2K———
Northern Trust Corp
N/A—34,296-34,296-100%$474.3K———
PNC Financial Services Group, Inc.
N/A—32,320-32,320-100%$447.0K———
Leigh Baldwin & Co., LLC
N/A—31,861-31,861-100%$440.6K———
Cerity Partners LLC
N/A—31,750-31,750-100%$439.1K———
Camelot Portfolios, LLC
N/A—31,152-31,152-100%$430.8K———
Schnieders Capital Management, Llc.
N/A—30,417-30,417-100%$420.7K———
Moors & Cabot, Inc.
N/A—28,162-28,162-100%$389.5K———
HighPoint Advisor Group LLC
N/A—27,202-27,202-100%$376.2K———
NewEdge Wealth, LLC
N/A—26,177-26,177-100%$362.0K———
MAI Capital Management
N/A—25,725-25,725-100%$355.8K———
Mercer Global Advisors Inc
N/A—24,340-24,340-100%$336.6K———
Envestnet Asset Management Inc
N/A—24,110-24,110-100%$333.4K———
Northwestern Mutual Wealth Management Co
N/A—23,228-23,228-100%$321.2K———
Quantinno Capital Management LP
N/A—21,532-21,532-100%$297.8K———
Ariadne Wealth Management, LP
N/A—21,302-21,302-100%$294.6K———
Almitas Capital LLC
N/A—20,799-20,799-100%$287.7K———
Hollencrest Capital Management
N/A—20,380-20,380-100%$281.9K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—20,075-20,075-100%$277.6K———
Harbour Investments, Inc.
N/A—19,954-19,954-100%$276.0K———
Arax Advisory Partners
N/A—18,550-18,550-100%$256.5K———
Signet Private Wealth LLC
N/A—18,536-18,536-100%$256.4K———
Waterloo Capital, L.P.
N/A—17,934-17,934-100%$248.0K———
Private Advisor Group, LLC
N/A—17,929-17,929-100%$248.0K———
PIN OAK Investment Advisors Inc
N/A—17,918-17,918-100%$248.0K———
Hurricane Capital Advisors LLC
N/A—17,436-17,436-100%$241.1K———
Advisory Services Network, LLC
N/A—16,500-16,500-100%$228.2K———
Cary Street Partners Financial LLC
N/A—16,008-16,008-100%$221.4K———
Sanctuary Advisors, LLC
N/A—15,359-15,359-100%$212.4K———
Smith, Moore & Co.
N/A—15,200-15,200-100%$210.2K———
Stephens Inc
N/A—14,352-14,352-100%$198.5K———
Ameritas Advisory Services, LLC
N/A—13,958-13,958-100%$193.0K———
WealthTrust Axiom LLC
N/A—13,500-13,500-100%$186.7K———
Intellectus Partners, LLC
N/A—13,250-13,250-100%$183.2K———
Citadel Advisors LLC
N/A—13,144-13,144-100%$181.8K———
Geneos Wealth Management Inc.
N/A—13,058-13,058-100%$180.6K———
Glenmede Trust Co NA
N/A—12,900-12,900-100%$178.4K———
Fidelis Capital Partners, LLC
N/A—12,849-12,849-100%$177.7K———
First Foundation Advisors
N/A—12,605-12,605-100%$174.3K———
Equitable Holdings, Inc.
N/A—11,660-11,660-100%$161.3K———
Fortis Capital Management LLC
N/A—11,638-11,638-100%$160.9K———
Mosaic Family Wealth Partners, LLC
N/A—11,124-11,124-100%$153.9K———
IFC Advisors LLC
N/A—10,858-10,858-100%$150.2K———
Ausdal Financial Partners, Inc.
N/A—10,407-10,407-100%$144.2K———
Hilltop Holdings Inc.
N/A—10,356-10,356-100%$143.2K———
Modern Wealth Management, LLC
N/A—10,000-10,000-100%$138.3K———
Fairfield, Bush & Co.
N/A—10,000-10,000-100%$138.3K———
Sollinda Capital Management LLC
N/A—10,000-10,000-100%$138.3K———
BlackRock, Inc.
N/A—7,069-7,069-100%$97.8K———
National Bank of Canada
N/A—6,600-6,600-100%$90.8K———
IFG Advisory, LLC
N/A—3,502-3,502-100%$48.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,479-3,479-100%$48.1K———
Tanglewood Legacy Advisors, LLC
N/A—3,338-3,338-100%$46.2K———
Institute for Wealth Management, Llc.
N/A—3,063-3,063-100%$42.4K———
JPMorgan Chase & Co
N/A—2,776-2,776-100%$38.3K———
Bessemer Group Inc
N/A—2,512-2,512-100%$35.0K———
Clearstead Advisors, LLC
N/A—2,350-2,350-100%$32.5K———
LRI Investments, LLC
N/A—1,644-1,644-100%$22.7K———
Avalon Trust Co
N/A—1,521-1,521-100%$21.0K———
Huntington National Bank
N/A—1,201-1,201-100%$16.6K———
Rothschild Investment LLC
N/A—1,177-1,177-100%$16.3K———
Cary Street Partners Investment Advisory LLC
N/A—1,000-1,000-100%$13.8K———
Anchor Investment Management, LLC
N/A—900-900-100%$12.4K———
Allworth Financial LP
N/A—610-610-100%$8.4K———
Mark Sheptoff Financial Planning, LLC
N/A—522-522-100%$7.2K———
Burnham & Co LLC
N/A—500-500-100%$6.9K———
Delta Asset Management LLC
N/A—325-325-100%$4.5K———
Group One Trading LLC
N/A—308-308-100%$4.3K———
Strategic Wealth Partners, Ltd.
N/A—242-242-100%$3.3K———
Vision Retirement, LLC
N/A—177-177-100%$2.4K———
Delos Wealth Advisors, LLC
N/A—125-125-100%$1.7K———
Truvestments Capital LLC
N/A—68-68-100%$940———
Showing 280 of 280 institutions