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Franklin International LOW V (LVHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares16,079,569 from 12,678,832
Change+3,400,737 (+27%)
Value$670.7M (+$156.1M)
Filed 2026-11-06
Great Valley Advisor Group, Inc.
INCREASED
Shares1,621,371 from 1,565,039
Change+56,332 (+4%)
Value$67.6M (+$4.1M)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares1,430,069 from 1,203,044
Change+227,025 (+19%)
Value$59.6M (+$10.8M)
Filed 2026-11-02
HighTower Advisors, LLC
DECREASED
Shares1,339,303 from 1,376,185
Change-36,882 (-3%)
Value$55.9M (+$9.8K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares1,217,397 from 1,281,198
Change-63,801 (-5%)
Value$50.8M (-$1.2M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares1,179,340 from 1,238,008
Change-58,668 (-5%)
Value$49.2M (-$1.1M)
Filed 2026-10-21
Insight Wealth Strategies, LLC
INCREASED
Shares885,376 from 679,172
Change+206,204 (+30%)
Value$36.9M (+$9.5M)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares794,628 from 788,590
Change+6,038 (+1%)
Value$33.1M (+$1.1M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares769,773 from 667,607
Change+102,166 (+15%)
Value$32.1M (+$5.0M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares686,000 from 152,000
Change+534,000 (+351%)
Value$28.6M (+$22.4M)
Filed 2026-11-03
Frontier Asset Management, LLC
DECREASED
Shares510,946 from 514,245
Change-3,299 (-1%)
Value$21.3M (+$440.9K)
Filed 2026-10-28
Howard Capital Management, LLC
INCREASED
Shares459,455 from 438,710
Change+20,745 (+5%)
Value$19.2M (+$1.4M)
Filed 2026-10-16
Curran Financial Partners, LLC
INCREASED
Shares440,703 from 408,814
Change+31,889 (+8%)
Value$18.4M (+$1.8M)
Filed 2026-11-04
Planning Strategies Inc.
INCREASED
Shares429,932 from 394,118
Change+35,814 (+9%)
Value$17.9M (+$1.9M)
Filed 2026-10-02
Compass Wealth Management, LLC
DECREASED
Shares357,138 from 360,154
Change-3,016 (-1%)
Value$14.9M (+$279.4K)
Filed 2026-10-30
Keudell ison Wealth Management
INCREASED
Shares342,026 from 333,256
Change+8,770 (+3%)
Value$14.3M (+$740.7K)
Filed 2026-10-16
Seros Financial, LLC
INCREASED
Shares336,070 from 275,127
Change+60,943 (+22%)
Value$14.0M (+$2.9M)
Filed 2026-10-21
FSA Wealth Partners, Inc.
INCREASED
Shares325,600 from 324,659
Change+941 (+0%)
Value$13.6M (+$404.5K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
DECREASED
Shares310,001 from 330,016
Change-20,015 (-6%)
Value$12.9M (-$463.6K)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares290,007 from 135,415
Change+154,592 (+114%)
Value$12.1M (+$6.6M)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares278,180 from 243,547
Change+34,633 (+14%)
Value$11.6M (+$1.7M)
Filed 2026-10-20
Sierra Ocean, LLC
DECREASED
Shares272,646 from 278,606
Change-5,960 (-2%)
Value$11.4M (+$64.8K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares271,859 from 247,759
Change+24,100 (+10%)
Value$11.3M (+$1.3M)
Filed 2026-10-16
Rockport Wealth LLC
NEW
Shares267,765
Change+267,765
Value$11.2M
Filed 2026-11-03
McKinney Capital Management, LLC
INCREASED
Shares247,788 from 227,608
Change+20,180 (+9%)
Value$10.3M (+$1.1M)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares231,213 from 244,800
Change-13,587 (-6%)
Value$9.6M (-$291.3K)
Filed 2026-10-27
Verdence Capital Advisors LLC
NEW
Shares230,452
Change+230,452
Value$9.6M
Filed 2026-10-26
Bfsg, LLC
INCREASED
Shares220,751 from 216,742
Change+4,009 (+2%)
Value$9.2M (+$411.1K)
Filed 2026-10-30
Piedmont Capital Management, LLC
INCREASED
Shares201,551 from 191,357
Change+10,194 (+5%)
Value$8.4M (+$640.5K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares198,723 from 183,508
Change+15,215 (+8%)
Value$8.3M (+$841.1K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares195,672 from 203,404
Change-7,732 (-4%)
Value$8.2M (-$93.7K)
Filed 2026-10-15
Laurel Wealth Planning LLC
INCREASED
Shares189,142 from 188,664
Change+478 (+0%)
Value$7.9M (+$232.2K)
Filed 2026-11-02
Montis Financial, LLC
INCREASED
Shares186,598 from 185,438
Change+1,160 (+1%)
Value$7.8M (+$257.0K)
Filed 2026-11-04
Centennial Wealth Advisory LLC
INCREASED
Shares184,386 from 174,146
Change+10,240 (+6%)
Value$7.7M (+$629.5K)
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares181,252 from 182,352
Change-1,100 (-1%)
Value$7.6M (+$159.3K)
Filed 2026-10-28
Regatta Capital Group, LLC
INCREASED
Shares176,222 from 147,442
Change+28,780 (+20%)
Value$7.4M (+$1.4M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares174,719 from 182,599
Change-7,880 (-4%)
Value$7.3M (-$273.4K)
Filed 2026-10-13
Oak Grove Capital LLC
INCREASED
Shares171,800 from 119,500
Change+52,300 (+44%)
Value$7.2M (+$2.3M)
Filed 2026-10-09
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares158,633 from 169,039
Change-10,406 (-6%)
Value$6.6M (-$243.9K)
Filed 2026-10-14
Haven Private, LLC
INCREASED
Shares158,603 from 156,507
Change+2,096 (+1%)
Value$6.6M (+$263.5K)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares158,015 from 152,765
Change+5,250 (+3%)
Value$6.6M (+$390.9K)
Filed 2026-10-13
Keybank National Association
NEW
Shares154,982
Change+154,982
Value$6.5M
Filed 2026-11-04
Croban
DECREASED
Shares152,872 from 154,562
Change-1,690 (-1%)
Value$6.4M (+$102.7K)
Filed 2026-11-09
Elevation Capital Advisory, LLC
INCREASED
Shares150,009 from 33,722
Change+116,287 (+345%)
Value$6.3M (+$4.9M)
Filed 2026-10-29
Maia Wealth LLC
INCREASED
Shares143,099 from 102,242
Change+40,857 (+40%)
Value$6.0M (+$1.8M)
Filed 2026-10-19
Sunrise Financial Services, LLC
INCREASED
Shares142,900 from 127,584
Change+15,316 (+12%)
Value$6.0M (+$782.4K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares137,857 from 129,539
Change+8,318 (+6%)
Value$5.7M (+$492.6K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares133,765 from 131,923
Change+1,842 (+1%)
Value$5.6M (+$225.2K)
Filed 2026-10-28
Prota Financial, LLC
INCREASED
Shares131,526 from 121,692
Change+9,834 (+8%)
Value$5.5M (+$534.1K)
Filed 2026-10-08
Future Financial Wealth Managment LLC
NEW
Shares128,059
Change+128,059
Value$5.3M
Filed 2026-10-15
Fifth Third Securities, Inc.
NEW
Shares117,234
Change+117,234
Value$4.9M
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares115,077 from 83,795
Change+31,282 (+37%)
Value$4.8M (+$1.4M)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares113,216 from 110,585
Change+2,631 (+2%)
Value$4.7M (+$234.1K)
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
DECREASED
Shares113,003 from 114,176
Change-1,173 (-1%)
Value$4.7M (+$79.5K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares111,870 from 120,818
Change-8,948 (-7%)
Value$4.7M (-$237.3K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED
Shares106,970 from 110,509
Change-3,539 (-3%)
Value$4.5M (-$23.3K)
Filed 2026-10-13
Bay Capital Advisors, LLC
INCREASED
Shares104,152 from 89,748
Change+14,404 (+16%)
Value$4.3M (+$701.8K)
Filed 2026-10-16
Blueline Advisors LLC
DECREASED
Shares102,866 from 103,013
Change-147 (0%)
Value$4.3M (+$109.7K)
Filed 2026-10-15
Principle Wealth Partners LLC
INCREASED
Shares96,153 from 96,150
Change+3 (0%)
Value$4.0M (+$108.3K)
Filed 2026-11-02
Belpointe Asset Management LLC
INCREASED
Shares88,522 from 78,014
Change+10,508 (+13%)
Value$3.7M (+$526.1K)
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares86,229 from 84,333
Change+1,896 (+2%)
Value$3.6M (+$174.0K)
Filed 2026-11-09
WealthCare Investment Partners, LLC
INCREASED
Shares85,993 from 84,827
Change+1,166 (+1%)
Value$3.6M (+$144.1K)
Filed 2026-11-05
Rainier Family Wealth Inc
INCREASED
Shares85,228 from 78,376
Change+6,852 (+9%)
Value$3.6M (+$374.0K)
Filed 2026-11-02
Trademark Financial Management, LLC
INCREASED
Shares83,597 from 63,209
Change+20,388 (+32%)
Value$3.5M (+$921.5K)
Filed 2026-10-23
Silver OAK Securities, Incorporated
INCREASED
Shares80,129 from 77,959
Change+2,170 (+3%)
Value$3.4M (+$269.6K)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares72,741 from 60,479
Change+12,262 (+20%)
Value$3.0M (+$579.5K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares70,482 from 67,316
Change+3,166 (+5%)
Value$2.9M (+$207.8K)
Filed 2026-10-22
Asset One Wealth Management LLC
DECREASED
Shares68,857 from 88,435
Change-19,578 (-22%)
Value$2.9M (-$814.9K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares68,551 from 37,116
Change+31,435 (+85%)
Value$2.9M (+$1.4M)
Filed 2026-11-04
Thoroughbred Financial Services, LLC
INCREASED
Shares65,383 from 63,833
Change+1,550 (+2%)
Value$2.7M (+$137.0K)
Filed 2026-11-09
Collaborative Wealth Managment Inc.
INCREASED
Shares64,959 from 19,106
Change+45,853 (+240%)
Value$2.7M (+$1.9M)
Filed 2026-11-06
Meridian Financial Advisors, LLC
INCREASED
Shares63,892 from 55,485
Change+8,407 (+15%)
Value$2.7M (+$413.1K)
Filed 2026-10-14
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares63,654 from 66,080
Change-2,426 (-4%)
Value$2.7M (-$26.9K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares63,072 from 69,298
Change-6,226 (-9%)
Value$2.6M (-$181.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares60,590 from 73,978
Change-13,388 (-18%)
Value$2.5M (-$475.2K)
Filed 2026-10-08
IFS Advisors, LLC
NEW
Shares57,238
Change+57,238
Value$2.4M
Filed 2026-10-14
Plan Group Financial, LLC
DECREASED
Shares56,663 from 75,180
Change-18,517 (-25%)
Value$2.4M (-$620.4K)
Filed 2026-10-22
Provident Wealth Management, LLC
DECREASED
Shares56,516 from 61,134
Change-4,618 (-8%)
Value$2.4M (-$123.8K)
Filed 2026-10-20
Freestate Advisors LLC
DECREASED
Shares56,465 from 57,717
Change-1,252 (-2%)
Value$2.4M (+$12.7K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
DECREASED
Shares55,467 from 57,101
Change-1,634 (-3%)
Value$2.3M (-$3.9K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares54,820 from 52,334
Change+2,486 (+5%)
Value$2.3M (+$162.6K)
Filed 2026-10-16
IFG Advisory, LLC
INCREASED
Shares54,170 from 48,196
Change+5,974 (+12%)
Value$2.3M (+$303.4K)
Filed 2026-11-09
PFG Advisors
DECREASED
Shares54,022 from 58,537
Change-4,515 (-8%)
Value$2.3M (-$122.4K)
Filed 2026-10-16
Huntleigh Advisors, Inc.
INCREASED
Shares54,019 from 53,401
Change+618 (+1%)
Value$2.3M (+$85.9K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares52,512 from 30,236
Change+22,276 (+74%)
Value$2.3M (+$1.0M)
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares51,642
Change+51,642
Value$2.2M
Filed 2026-11-05
Lane Brothers & Co Inc
DECREASED
Shares50,979 from 58,282
Change-7,303 (-13%)
Value$2.1M (-$239.0K)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED
Shares49,114 from 50,128
Change-1,014 (-2%)
Value$2.0M (+$14.1K)
Filed 2026-10-26
Silverlake Wealth Management LLC
DECREASED
Shares48,624 from 50,800
Change-2,176 (-4%)
Value$2.0M (-$33.6K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares45,126 from 39,327
Change+5,799 (+15%)
Value$1.9M (+$286.1K)
Filed 2026-11-05
Titleist Asset Management, LLC
DECREASED
Shares44,245 from 44,488
Change-243 (-1%)
Value$1.8M (+$39.9K)
Filed 2026-10-08
Kane Investment Management, Inc.
DECREASED
Shares43,909 from 45,512
Change-1,603 (-4%)
Value$1.8M (-$15.7K)
Filed 2026-11-09
Bank of Montreal
DECREASED
Shares38,827 from 39,646
Change-819 (-2%)
Value$1.6M (+$10.4K)
Filed 2026-11-09
Western Wealth Management, LLC
INCREASED
Shares38,457 from 28,547
Change+9,910 (+35%)
Value$1.6M (+$445.4K)
Filed 2026-11-09
Sheets Smith Wealth Management
UNCHANGED
Shares37,245 from 37,245
Change0 (0%)
Value$1.6M (+$41.9K)
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares36,042 from 31,321
Change+4,721 (+15%)
Value$1.5M (+$232.2K)
Filed 2026-10-15
Trilogy Capital Inc.
DECREASED
Shares34,861 from 34,933
Change-72 (0%)
Value$1.5M (+$36.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares33,974 from 33,599
Change+375 (+1%)
Value$1.4M (+$18.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares33,974 from 33,599
Change+375 (+1%)
Value$1.4M (+$18.7K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares33,386 from 30,778
Change+2,608 (+8%)
Value$1.4M (+$143.4K)
Filed 2026-11-02
Valued Retirements, Inc.
INCREASED
Shares32,702 from 30,819
Change+1,883 (+6%)
Value$1.4M (+$113.2K)
Filed 2026-11-06
BFI Infinity Ltd.
INCREASED
Shares32,554 from 18,258
Change+14,296 (+78%)
Value$1.4M (+$617.4K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares32,098 from 7,658
Change+24,440 (+319%)
Value$1.3M (+$1.0M)
Filed 2026-10-08
Nations Financial Group Inc,
INCREASED
Shares31,745 from 28,100
Change+3,645 (+13%)
Value$1.3M (+$183.7K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares30,086 from 70,685
Change-40,599 (-57%)
Value$1.3M (-$1.6M)
Filed 2026-10-29
Aviance Capital Partners, LLC
DECREASED
Shares29,904 from 30,269
Change-365 (-1%)
Value$1.2M (+$18.9K)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares29,648 from 30,386
Change-738 (-2%)
Value$1.2M (+$3.4K)
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares29,406
Change+29,406
Value$1.3M
Filed 2026-10-26
Lifetime Wealth Management P.C.
DECREASED
Shares28,046 from 29,293
Change-1,247 (-4%)
Value$1.2M (-$19.1K)
Filed 2026-10-29
Choreo, LLC
DECREASED
Shares27,977 from 28,061
Change-84 (0%)
Value$1.2M (+$28.1K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED
Shares27,909 from 24,909
Change+3,000 (+12%)
Value$1.2M (+$153.2K)
Filed 2026-10-08
Optivise Advisory Services LLC
INCREASED
Shares25,951 from 17,259
Change+8,692 (+50%)
Value$1.1M (+$382.0K)
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares25,057 from 27,292
Change-2,235 (-8%)
Value$1.0M (-$62.5K)
Filed 2026-10-09
Fortis Group Advisors, LLC
INCREASED
Shares24,953 from 24,577
Change+376 (+2%)
Value$1.1M (+$80.0K)
Filed 2026-11-06
Shore Point Advisors, LLC
DECREASED
Shares23,407 from 24,114
Change-707 (-3%)
Value$976.3K (-$2.4K)
Filed 2026-10-14
Centurion Wealth Management LLC
INCREASED
Shares23,340 from 23,024
Change+316 (+1%)
Value$973.5K (+$39.1K)
Filed 2026-10-13
Nilsine Partners, LLC
NEW
Shares22,500
Change+22,500
Value$938.5K
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares19,928 from 19,691
Change+237 (+1%)
Value$831.2K (+$32.0K)
Filed 2026-10-26
Nautilus Advisors LLC
INCREASED
Shares19,912 from 19,037
Change+875 (+5%)
Value$830.5K (+$43.6K)
Filed 2026-10-07
HighPoint Advisor Group LLC
INCREASED
Shares19,513 from 19,511
Change+2 (+0%)
Value$813.9K (+$22.0K)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares19,031 from 16,245
Change+2,786 (+17%)
Value$794.0K (+$135.0K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares18,812 from 46,358
Change-27,546 (-59%)
Value$785.0K (-$1.1M)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
INCREASED
Shares17,311 from 6,975
Change+10,336 (+148%)
Value$722.0K (+$439.0K)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares16,406 from 14,556
Change+1,850 (+13%)
Value$684.3K (+$93.5K)
Filed 2026-10-22
Midwest Financial Network, LLC
DECREASED
Shares16,219 from 36,037
Change-19,818 (-55%)
Value$676.5K (-$786.1K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares15,425 from 15,225
Change+200 (+1%)
Value$654.0K (+$36.1K)
Filed 2026-10-15
Soltis Investment Advisors LLC
NEW
Shares15,002
Change+15,002
Value$625.7K
Filed 2026-10-28
Facet Wealth, Inc.
NEW
Shares14,763
Change+14,763
Value$615.8K
Filed 2026-11-04
Fortis Capital Advisors, LLC
INCREASED
Shares14,467 from 10,358
Change+4,109 (+40%)
Value$603.4K (+$183.1K)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares14,396 from 7,664
Change+6,732 (+88%)
Value$600.5K (+$289.4K)
Filed 2026-11-05
Magnus Financial Group LLC
UNCHANGED
Shares14,239 from 14,239
Change0 (0%)
Value$593.9K (+$16.0K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares13,733 from 12,771
Change+962 (+8%)
Value$572.8K (+$54.5K)
Filed 2026-10-20
Prosperity Financial Group, Inc.
INCREASED
Shares13,429 from 12,647
Change+782 (+6%)
Value$560.1K (+$46.8K)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
NEW
Shares13,424
Change+13,424
Value$559.9K
Filed 2026-11-02
Algorithmic Investment Models, LLC
DECREASED
Shares12,967 from 15,882
Change-2,915 (-18%)
Value$540.9K (-$103.7K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares12,717 from 8,100
Change+4,617 (+57%)
Value$530.4K (+$201.7K)
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares12,106 from 8,330
Change+3,776 (+45%)
Value$504.9K (+$166.8K)
Filed 2026-11-09
Waystone Advisors LLC
DECREASED
Shares11,620 from 11,790
Change-170 (-1%)
Value$471.6K (-$6.9K)
Filed 2026-10-16
Verus Capital Partners, LLC
DECREASED
Shares11,493 from 11,589
Change-96 (-1%)
Value$479.4K (+$9.1K)
Filed 2026-11-03
Arete Wealth Advisors, LLC
DECREASED
Shares11,007 from 11,337
Change-330 (-3%)
Value$459.2K (-$896)
Filed 2026-11-09
Ignite Planners, LLC
INCREASED
Shares10,955 from 9,893
Change+1,062 (+11%)
Value$456.9K (+$55.4K)
Filed 2026-10-14
Money Concepts Capital Corp
INCREASED
Shares10,820 from 9,304
Change+1,516 (+16%)
Value$451.3K (+$73.7K)
Filed 2026-11-06
Florida Financial Advisors, LLC
INCREASED
Shares10,267 from 8,063
Change+2,204 (+27%)
Value$428.2K (+$101.0K)
Filed 2026-11-09
LexAurum Advisors, LLC
DECREASED
Shares9,965 from 10,118
Change-153 (-2%)
Value$415.7K (+$5.0K)
Filed 2026-10-19
Clarus Group, Inc.
UNCHANGED
Shares9,725 from 9,725
Change0 (0%)
Value$405.6K (+$10.9K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares9,649 from 8,030
Change+1,619 (+20%)
Value$402.5K (+$76.6K)
Filed 2026-11-06
Marks Group Wealth Management, Inc
UNCHANGED
Shares9,310 from 9,310
Change0 (0%)
Value$388.3K (+$10.5K)
Filed 2026-11-05
Creekside Partners
UNCHANGED
Shares9,143 from 9,143
Change0 (0%)
Value$381.4K (+$10.3K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares8,853 from 41,331
Change-32,478 (-79%)
Value$369.3K (-$1.3M)
Filed 2026-10-14
Foguth Wealth Management, Llc.
DECREASED
Shares8,243 from 9,493
Change-1,250 (-13%)
Value$353.2K (-$41.9K)
Filed 2026-10-19
Park Square Financial Group, LLC
DECREASED
Shares8,195 from 10,544
Change-2,349 (-22%)
Value$341.8K (-$86.1K)
Filed 2026-11-09
Encompass More Asset Management
INCREASED
Shares8,167 from 8,155
Change+12 (+0%)
Value$340.6K (+$9.6K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares7,781 from 5,227
Change+2,554 (+49%)
Value$324.5K (+$112.4K)
Filed 2026-11-05
Elm3 Financial Group, LLC
DECREASED
Shares7,302 from 7,614
Change-312 (-4%)
Value$304.6K (-$4.5K)
Filed 2026-10-07
Legacy Wealth Partners, LLC
INCREASED
Shares7,254 from 7,085
Change+169 (+2%)
Value$302.6K (+$15.0K)
Filed 2026-10-15
RMR Wealth Builders
DECREASED
Shares7,237 from 38,256
Change-31,019 (-81%)
Value$301.8K (-$1.3M)
Filed 2026-10-22
Clear Point Advisors Inc.
NEW
Shares7,132
Change+7,132
Value$297.5K
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares7,067 from 7,028
Change+39 (+1%)
Value$294.8K (+$9.5K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares7,015 from 6,487
Change+528 (+8%)
Value$292.6K (+$29.3K)
Filed 2026-10-14
Harpswell Capital Advisors, LLC
NEW
Shares7,000
Change+7,000
Value$292.0K
Filed 2026-10-09
M Holdings Securities, Inc.
NEW
Shares6,952
Change+6,952
Value$300
Filed 2026-11-03
Creative Planning
NEW
Shares6,532
Change+6,532
Value$272.4K
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares6,248 from 8,386
Change-2,138 (-25%)
Value$260.6K (-$79.7K)
Filed 2026-10-30
Primoris Wealth Advisors, LLC
NEW
Shares6,150
Change+6,150
Value$256.5K
Filed 2026-10-28
Ridgecrest Wealth Partners, LLC
DECREASED
Shares6,000 from 6,100
Change-100 (-2%)
Value$250.3K (+$2.7K)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares5,952 from 5,929
Change+23 (+0%)
Value$248.2K (+$7.6K)
Filed 2026-11-06
ACT Wealth Management, LLC
INCREASED
Shares5,938 from 5,441
Change+497 (+9%)
Value$247.7K (+$26.8K)
Filed 2026-10-09
Modera Wealth Management, LLC
INCREASED
Shares5,930 from 5,294
Change+636 (+12%)
Value$247.3K (+$32.5K)
Filed 2026-10-28
Stewardship Concepts Financial Services LLC
INCREASED
Shares5,664 from 4,996
Change+668 (+13%)
Value$236.3K (+$33.5K)
Filed 2026-10-06
LVW Advisors, LLC
NEW
Shares5,608
Change+5,608
Value$233.9K
Filed 2026-10-19
Fortitude Financial, LLC
INCREASED
Shares5,502 from 5,341
Change+161 (+3%)
Value$229.5K (+$12.7K)
Filed 2026-10-19
OxenFree Capital LLC
INCREASED
Shares5,493 from 5,282
Change+211 (+4%)
Value$229.2K (+$11.2K)
Filed 2026-10-07
Visionary Horizons, LLC
INCREASED
Shares5,442 from 5,410
Change+32 (+1%)
Value$227.0K (+$7.4K)
Filed 2026-10-22
First Heartland Consultants, Inc.
NEW
Shares5,062
Change+5,062
Value$211.1K
Filed 2026-10-08
Sovran Advisors, LLC
DECREASED
Shares4,942 from 8,262
Change-3,320 (-40%)
Value$213.3K (-$140.5K)
Filed 2026-11-02
IFC & Insurance Marketing, Inc.
NEW
Shares4,893
Change+4,893
Value$204.1K
Filed 2026-10-16
Nuveen, LLC
NEW
Shares4,187
Change+4,187
Value$175.2K
Filed 2026-11-10
Lanark Financial, Inc.
UNCHANGED
Shares3,789 from 3,789
Change0 (0%)
Value$158.0K (+$4.3K)
Filed 2026-10-26
Zions Bancorporation, National Association
NEW
Shares3,262
Change+3,262
Value$136.1K
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares3,173
Change+3,173
Value$132.4K
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$114.7K (+$3.1K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares2,263 from 1,005
Change+1,258 (+125%)
Value$94.4K (+$53.6K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED
Shares2,178 from 2,189
Change-11 (0%)
Value$90.9K (+$2.0K)
Filed 2026-10-26
Center for Financial Planning, Inc.
NEW
Shares1,400
Change+1,400
Value$58.4K
Filed 2026-10-26
Concord Wealth Partners
DECREASED
Shares1,367 from 1,538
Change-171 (-11%)
Value$57.0K (-$5.4K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares1,304 from 23,143
Change-21,839 (-94%)
Value$54.4K (-$931.2K)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares1,214
Change+1,214
Value$50.7K
Filed 2026-11-05
Allworth Financial LP
NEW
Shares1,200
Change+1,200
Value$48.7K
Filed 2026-11-06
Peck Wealth Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$50.1K (+$1.4K)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares1,100 from 1,363
Change-263 (-19%)
Value$45.9K (-$9.4K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$45.9K (+$1.2K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares1,007 from 815
Change+192 (+24%)
Value$42.0K (+$8.9K)
Filed 2026-11-06
Signature Equity Partners, LLC
DECREASED
Shares988 from 1,001
Change-13 (-1%)
Value$41.2K (+$583)
Filed 2026-10-29
NorthAvenue LLC
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$39.4K (+$1.1K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares901 from 304
Change+597 (+196%)
Value$37.6K (+$25.2K)
Filed 2026-11-05
Holos Integrated Wealth LLC
INCREASED
Shares797 from 790
Change+7 (+1%)
Value$33.9K (+$1.3K)
Filed 2026-10-23
Simplex Trading, LLC
NEW
Shares715
Change+715
Value$29.8K
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares715 from 1,530
Change-815 (-53%)
Value$29.8K (-$32.3K)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares486
Change+486
Value$20.3K
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$16.7K (+$450)
Filed 2026-10-30
Bessemer Group Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$17 (+$1)
Filed 2026-11-09
Bank of New Hampshire
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.5K (+$337)
Filed 2026-10-06
Princeton Global Asset Management LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$11.1K (+$298)
Filed 2026-10-21
Next Level Wealth Planning, LLC
NEW
Shares215
Change+215
Value$9.0K
Filed 2026-10-29
Armstrong Advisory Group, Inc
NEW
Shares177
Change+177
Value$7.4K
Filed 2026-10-09
SJS Investment Consulting Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$6.7K (+$180)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares124
Change+124
Value$5.2K
Filed 2026-10-30
Hantz Financial Services, Inc.
NEW
Shares106
Change+106
Value$4
Filed 2026-11-09
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$4 (-$4.0K)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$3.3K (+$89)
Filed 2026-11-05
Buck Wealth Strategies, LLC
NEW
Shares74
Change+74
Value$3.1K
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.5K (+$68)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.0K (+$55)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.0K (+$52)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.9K (+$52)
Filed 2026-10-13
Asset Dedication, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.5K (+$39)
Filed 2026-11-03
Virtus Advisers, LLC
DECREASED
Shares25 from 37
Change-12 (-32%)
Value$1.0K (-$459)
Filed 2026-11-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$626 (+$17)
Filed 2026-10-23
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 36,528
Change-36,528 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
ProVise Management Group, LLC
CLOSED
Shares0 from 12,698
Change-12,698 (-100%)
Value$0 (-$515.3K)
Filed 2026-11-06
Partners Wealth Management, LLC
CLOSED
Shares0 from 9,780
Change-9,780 (-100%)
Value$0 (-$396.9K)
Filed 2026-10-28
Retireful, LLC
CLOSED
Shares0 from 8,960
Change-8,960 (-100%)
Value$0 (-$373.6K)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 8,798
Change-8,798 (-100%)
Value$0 (-$357.1K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,386
Change-7,386 (-100%)
Value$0 (-$299.8K)
Filed 2026-10-16
Brookstone Capital Management
CLOSED
Shares0 from 4,940
Change-4,940 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-22
Torren Management, LLC
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$34.0K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 545
Change-545 (-100%)
Value$0 (-$22.0K)
Filed 2026-11-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$12.7K)
Filed 2026-11-02
Tsfg, LLC
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$12)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-26
Financial Consulate, Inc
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-23
Trust Co
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-06
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.7M (+$102.4K)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 5,080,377
Change-5,080,377 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,624,597
Change-4,624,597 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,473,163
Change-4,473,163 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,835,156
Change-2,835,156 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,543,423
Change-2,543,423 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,287,820
Change-2,287,820 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,172,025
Change-2,172,025 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,053,081
Change-2,053,081 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,715,248
Change-1,715,248 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,692,909
Change-1,692,909 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,601,132
Change-1,601,132 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,527,434
Change-1,527,434 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,318,123
Change-1,318,123 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 907,663
Change-907,663 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 792,683
Change-792,683 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 654,043
Change-654,043 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 531,044
Change-531,044 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 528,439
Change-528,439 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 522,204
Change-522,204 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 406,952
Change-406,952 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 272,769
Change-272,769 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 248,046
Change-248,046 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 220,479
Change-220,479 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 217,087
Change-217,087 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 208,456
Change-208,456 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 201,938
Change-201,938 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 189,304
Change-189,304 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 189,204
Change-189,204 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 181,854
Change-181,854 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 172,540
Change-172,540 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 153,454
Change-153,454 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 146,533
Change-146,533 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 144,084
Change-144,084 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 141,092
Change-141,092 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 136,819
Change-136,819 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 136,096
Change-136,096 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 134,757
Change-134,757 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 129,721
Change-129,721 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 123,904
Change-123,904 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 117,809
Change-117,809 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 112,271
Change-112,271 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100,389
Change-100,389 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 92,281
Change-92,281 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 91,153
Change-91,153 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 84,759
Change-84,759 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 84,194
Change-84,194 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 75,653
Change-75,653 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 74,508
Change-74,508 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 67,314
Change-67,314 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 59,065
Change-59,065 (-100%)
Value—
&partners
N/A
Shares— from 57,828
Change-57,828 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 48,017
Change-48,017 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 47,081
Change-47,081 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 45,952
Change-45,952 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 45,890
Change-45,890 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,149
Change-45,149 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 44,543
Change-44,543 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 44,008
Change-44,008 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 42,869
Change-42,869 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 42,229
Change-42,229 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 41,847
Change-41,847 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 39,160
Change-39,160 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 36,700
Change-36,700 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 35,969
Change-35,969 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 34,425
Change-34,425 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,631
Change-33,631 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 30,189
Change-30,189 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 27,333
Change-27,333 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 27,045
Change-27,045 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 26,813
Change-26,813 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 26,353
Change-26,353 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 26,154
Change-26,154 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,608
Change-25,608 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 23,366
Change-23,366 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 22,506
Change-22,506 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 19,963
Change-19,963 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 19,762
Change-19,762 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,377
Change-19,377 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,827
Change-18,827 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,898
Change-15,898 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,944
Change-14,944 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 14,244
Change-14,244 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 13,437
Change-13,437 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,365
Change-10,365 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,864
Change-9,864 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 8,270
Change-8,270 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,776
Change-7,776 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,308
Change-6,308 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,189
Change-6,189 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,031
Change-5,031 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 601
Change-601 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 269
Change-269 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
LPL Financial LLC
INCREASED16,079,56912,678,832+3,400,737+27%$514.6M$670.7M+$156.1M2026-11-06
Great Valley Advisor Group, Inc.
INCREASED1,621,3711,565,039+56,332+4%$63.5M$67.6M+$4.1M2026-11-09
Kestra Advisory Services, LLC
INCREASED1,430,0691,203,044+227,025+19%$48.8M$59.6M+$10.8M2026-11-02
HighTower Advisors, LLC
DECREASED1,339,3031,376,185-36,882-3%$55.9M$55.9M+$9.8K2026-11-10
Commonwealth Equity Services, LLC
DECREASED1,217,3971,281,198-63,801-5%$52.0M$50.8M-$1.2M2026-11-02
Assetmark, Inc
DECREASED1,179,3401,238,008-58,668-5%$50.2M$49.2M-$1.1M2026-10-21
Insight Wealth Strategies, LLC
INCREASED885,376679,172+206,204+30%$27.4M$36.9M+$9.5M2026-10-09
Csenge Advisory Group
INCREASED794,628788,590+6,038+1%$32.0M$33.1M+$1.1M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED769,773667,607+102,166+15%$27.1M$32.1M+$5.0M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED686,000152,000+534,000+351%$6.2M$28.6M+$22.4M2026-11-03
Frontier Asset Management, LLC
DECREASED510,946514,245-3,299-1%$20.9M$21.3M+$440.9K2026-10-28
Howard Capital Management, LLC
INCREASED459,455438,710+20,745+5%$17.8M$19.2M+$1.4M2026-10-16
Curran Financial Partners, LLC
INCREASED440,703408,814+31,889+8%$16.6M$18.4M+$1.8M2026-11-04
Planning Strategies Inc.
INCREASED429,932394,118+35,814+9%$16.0M$17.9M+$1.9M2026-10-02
Compass Wealth Management, LLC
DECREASED357,138360,154-3,016-1%$14.6M$14.9M+$279.4K2026-10-30
Keudell ison Wealth Management
INCREASED342,026333,256+8,770+3%$13.5M$14.3M+$740.7K2026-10-16
Seros Financial, LLC
INCREASED336,070275,127+60,943+22%$11.2M$14.0M+$2.9M2026-10-21
FSA Wealth Partners, Inc.
INCREASED325,600324,659+941+0%$13.2M$13.6M+$404.5K2026-10-26
Cedar Mountain Advisors, LLC
DECREASED310,001330,016-20,015-6%$13.4M$12.9M-$463.6K2026-10-15
D.A. Davidson & Co.
INCREASED290,007135,415+154,592+114%$5.5M$12.1M+$6.6M2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED278,180243,547+34,633+14%$9.9M$11.6M+$1.7M2026-10-20
Sierra Ocean, LLC
DECREASED272,646278,606-5,960-2%$11.3M$11.4M+$64.8K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED271,859247,759+24,100+10%$10.1M$11.3M+$1.3M2026-10-16
Rockport Wealth LLC
NEW267,765—+267,765——$11.2M—2026-11-03
McKinney Capital Management, LLC
INCREASED247,788227,608+20,180+9%$9.2M$10.3M+$1.1M2026-11-06
VestGen Advisors, LLC
DECREASED231,213244,800-13,587-6%$9.9M$9.6M-$291.3K2026-10-27
Verdence Capital Advisors LLC
NEW230,452—+230,452——$9.6M—2026-10-26
Bfsg, LLC
INCREASED220,751216,742+4,009+2%$8.8M$9.2M+$411.1K2026-10-30
Piedmont Capital Management, LLC
INCREASED201,551191,357+10,194+5%$7.8M$8.4M+$640.5K2026-10-21
Oppenheimer & Co Inc
INCREASED198,723183,508+15,215+8%$7.4M$8.3M+$841.1K2026-10-26
Atria Investments, Inc
DECREASED195,672203,404-7,732-4%$8.3M$8.2M-$93.7K2026-10-15
Laurel Wealth Planning LLC
INCREASED189,142188,664+478+0%$7.7M$7.9M+$232.2K2026-11-02
Montis Financial, LLC
INCREASED186,598185,438+1,160+1%$7.5M$7.8M+$257.0K2026-11-04
Centennial Wealth Advisory LLC
INCREASED184,386174,146+10,240+6%$7.1M$7.7M+$629.5K2026-10-16
Founders Financial Securities LLC
DECREASED181,252182,352-1,100-1%$7.4M$7.6M+$159.3K2026-10-28
Regatta Capital Group, LLC
INCREASED176,222147,442+28,780+20%$6.0M$7.4M+$1.4M2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED174,719182,599-7,880-4%$7.5M$7.3M-$273.4K2026-10-13
Oak Grove Capital LLC
INCREASED171,800119,500+52,300+44%$4.8M$7.2M+$2.3M2026-10-09
Boyce & Associates Wealth Consulting, Inc.
DECREASED158,633169,039-10,406-6%$6.9M$6.6M-$243.9K2026-10-14
Haven Private, LLC
INCREASED158,603156,507+2,096+1%$6.4M$6.6M+$263.5K2026-10-27
Independent Financial Group, LLC
INCREASED158,015152,765+5,250+3%$6.2M$6.6M+$390.9K2026-10-13
Keybank National Association
NEW154,982—+154,982——$6.5M—2026-11-04
Croban
DECREASED152,872154,562-1,690-1%$6.3M$6.4M+$102.7K2026-11-09
Elevation Capital Advisory, LLC
INCREASED150,00933,722+116,287+345%$1.4M$6.3M+$4.9M2026-10-29
Maia Wealth LLC
INCREASED143,099102,242+40,857+40%$4.1M$6.0M+$1.8M2026-10-19
Sunrise Financial Services, LLC
INCREASED142,900127,584+15,316+12%$5.2M$6.0M+$782.4K2026-10-21
Meridian Wealth Management, LLC
INCREASED137,857129,539+8,318+6%$5.3M$5.7M+$492.6K2026-11-05
Exchange Traded Concepts, LLC
INCREASED133,765131,923+1,842+1%$5.4M$5.6M+$225.2K2026-10-28
Prota Financial, LLC
INCREASED131,526121,692+9,834+8%$4.9M$5.5M+$534.1K2026-10-08
Future Financial Wealth Managment LLC
NEW128,059—+128,059——$5.3M—2026-10-15
Fifth Third Securities, Inc.
NEW117,234—+117,234——$4.9M—2026-10-21
Bison Wealth, LLC
INCREASED115,07783,795+31,282+37%$3.4M$4.8M+$1.4M2026-10-13
Focus Financial Network, Inc.
INCREASED113,216110,585+2,631+2%$4.5M$4.7M+$234.1K2026-10-14
Foresight Capital Management Advisors, Inc.
DECREASED113,003114,176-1,173-1%$4.6M$4.7M+$79.5K2026-10-27
IFP Advisors, Inc
DECREASED111,870120,818-8,948-7%$4.9M$4.7M-$237.3K2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED106,970110,509-3,539-3%$4.5M$4.5M-$23.3K2026-10-13
Bay Capital Advisors, LLC
INCREASED104,15289,748+14,404+16%$3.6M$4.3M+$701.8K2026-10-16
Blueline Advisors LLC
DECREASED102,866103,013-1470%$4.2M$4.3M+$109.7K2026-10-15
Principle Wealth Partners LLC
INCREASED96,15396,150+30%$3.9M$4.0M+$108.3K2026-11-02
Belpointe Asset Management LLC
INCREASED88,52278,014+10,508+13%$3.2M$3.7M+$526.1K2026-11-09
Harbour Investments, Inc.
INCREASED86,22984,333+1,896+2%$3.4M$3.6M+$174.0K2026-11-09
WealthCare Investment Partners, LLC
INCREASED85,99384,827+1,166+1%$3.4M$3.6M+$144.1K2026-11-05
Rainier Family Wealth Inc
INCREASED85,22878,376+6,852+9%$3.2M$3.6M+$374.0K2026-11-02
Trademark Financial Management, LLC
INCREASED83,59763,209+20,388+32%$2.6M$3.5M+$921.5K2026-10-23
Silver OAK Securities, Incorporated
INCREASED80,12977,959+2,170+3%$3.2M$3.4M+$269.6K2026-11-09
Apollon Wealth Management, LLC
INCREASED72,74160,479+12,262+20%$2.5M$3.0M+$579.5K2026-10-23
Perigon Wealth Management, LLC
INCREASED70,48267,316+3,166+5%$2.7M$2.9M+$207.8K2026-10-22
Asset One Wealth Management LLC
DECREASED68,85788,435-19,578-22%$3.7M$2.9M-$814.9K2026-11-02
Citigroup Inc
INCREASED68,55137,116+31,435+85%$1.5M$2.9M+$1.4M2026-11-04
Thoroughbred Financial Services, LLC
INCREASED65,38363,833+1,550+2%$2.6M$2.7M+$137.0K2026-11-09
Collaborative Wealth Managment Inc.
INCREASED64,95919,106+45,853+240%$775.4K$2.7M+$1.9M2026-11-06
Meridian Financial Advisors, LLC
INCREASED63,89255,485+8,407+15%$2.3M$2.7M+$413.1K2026-10-14
Cherry Creek Investment Advisors, Inc.
DECREASED63,65466,080-2,426-4%$2.7M$2.7M-$26.9K2026-10-14
Sigma Planning Corp
DECREASED63,07269,298-6,226-9%$2.8M$2.6M-$181.7K2026-10-23
Farther Finance Advisors, LLC
DECREASED60,59073,978-13,388-18%$3.0M$2.5M-$475.2K2026-10-08
IFS Advisors, LLC
NEW57,238—+57,238——$2.4M—2026-10-14
Plan Group Financial, LLC
DECREASED56,66375,180-18,517-25%$3.1M$2.4M-$620.4K2026-10-22
Provident Wealth Management, LLC
DECREASED56,51661,134-4,618-8%$2.5M$2.4M-$123.8K2026-10-20
Freestate Advisors LLC
DECREASED56,46557,717-1,252-2%$2.3M$2.4M+$12.7K2026-10-09
Dynamic Advisor Solutions LLC
DECREASED55,46757,101-1,634-3%$2.3M$2.3M-$3.9K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED54,82052,334+2,486+5%$2.1M$2.3M+$162.6K2026-10-16
IFG Advisory, LLC
INCREASED54,17048,196+5,974+12%$2.0M$2.3M+$303.4K2026-11-09
PFG Advisors
DECREASED54,02258,537-4,515-8%$2.4M$2.3M-$122.4K2026-10-16
Huntleigh Advisors, Inc.
INCREASED54,01953,401+618+1%$2.2M$2.3M+$85.9K2026-11-03
Prospera Financial Services Inc
INCREASED52,51230,236+22,276+74%$1.2M$2.3M+$1.0M2026-11-04
Thrivent Financial for Lutherans
NEW51,642—+51,642——$2.2M—2026-11-05
Lane Brothers & Co Inc
DECREASED50,97958,282-7,303-13%$2.4M$2.1M-$239.0K2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED49,11450,128-1,014-2%$2.0M$2.0M+$14.1K2026-10-26
Silverlake Wealth Management LLC
DECREASED48,62450,800-2,176-4%$2.1M$2.0M-$33.6K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED45,12639,327+5,799+15%$1.6M$1.9M+$286.1K2026-11-05
Titleist Asset Management, LLC
DECREASED44,24544,488-243-1%$1.8M$1.8M+$39.9K2026-10-08
Kane Investment Management, Inc.
DECREASED43,90945,512-1,603-4%$1.8M$1.8M-$15.7K2026-11-09
Bank of Montreal
DECREASED38,82739,646-819-2%$1.6M$1.6M+$10.4K2026-11-09
Western Wealth Management, LLC
INCREASED38,45728,547+9,910+35%$1.2M$1.6M+$445.4K2026-11-09
Sheets Smith Wealth Management
UNCHANGED37,24537,24500%$1.5M$1.6M+$41.9K2026-10-16
HBW Advisory Services LLC
INCREASED36,04231,321+4,721+15%$1.3M$1.5M+$232.2K2026-10-15
Trilogy Capital Inc.
DECREASED34,86134,933-720%$1.4M$1.5M+$36.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED33,97433,599+375+1%$1.4M$1.4M+$18.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED33,97433,599+375+1%$1.4M$1.4M+$18.7K2026-10-20
Golden State Wealth Management, LLC
INCREASED33,38630,778+2,608+8%$1.2M$1.4M+$143.4K2026-11-02
Valued Retirements, Inc.
INCREASED32,70230,819+1,883+6%$1.3M$1.4M+$113.2K2026-11-06
BFI Infinity Ltd.
INCREASED32,55418,258+14,296+78%$741.1K$1.4M+$617.4K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED32,0987,658+24,440+319%$310.8K$1.3M+$1.0M2026-10-08
Nations Financial Group Inc,
INCREASED31,74528,100+3,645+13%$1.1M$1.3M+$183.7K2026-11-05
Vise Technologies, Inc.
DECREASED30,08670,685-40,599-57%$2.9M$1.3M-$1.6M2026-10-29
Aviance Capital Partners, LLC
DECREASED29,90430,269-365-1%$1.2M$1.2M+$18.9K2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
DECREASED29,64830,386-738-2%$1.2M$1.2M+$3.4K2026-11-02
Transce3nd, LLC
NEW29,406—+29,406——$1.3M—2026-10-26
Lifetime Wealth Management P.C.
DECREASED28,04629,293-1,247-4%$1.2M$1.2M-$19.1K2026-10-29
Choreo, LLC
DECREASED27,97728,061-840%$1.1M$1.2M+$28.1K2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED27,90924,909+3,000+12%$1.0M$1.2M+$153.2K2026-10-08
Optivise Advisory Services LLC
INCREASED25,95117,259+8,692+50%$700.5K$1.1M+$382.0K2026-10-19
Balefire, LLC
DECREASED25,05727,292-2,235-8%$1.1M$1.0M-$62.5K2026-10-09
Fortis Group Advisors, LLC
INCREASED24,95324,577+376+2%$997.4K$1.1M+$80.0K2026-11-06
Shore Point Advisors, LLC
DECREASED23,40724,114-707-3%$978.7K$976.3K-$2.4K2026-10-14
Centurion Wealth Management LLC
INCREASED23,34023,024+316+1%$934.4K$973.5K+$39.1K2026-10-13
Nilsine Partners, LLC
NEW22,500—+22,500——$938.5K—2026-11-02
Indivisible Partners
INCREASED19,92819,691+237+1%$799.2K$831.2K+$32.0K2026-10-26
Nautilus Advisors LLC
INCREASED19,91219,037+875+5%$787.0K$830.5K+$43.6K2026-10-07
HighPoint Advisor Group LLC
INCREASED19,51319,511+2+0%$791.9K$813.9K+$22.0K2026-11-09
Park Avenue Securities LLC
INCREASED19,03116,245+2,786+17%$659.0K$794.0K+$135.0K2026-10-26
Wedbush Securities Inc
DECREASED18,81246,358-27,546-59%$1.9M$785.0K-$1.1M2026-10-22
Richards, Merrill & Peterson, Inc.
INCREASED17,3116,975+10,336+148%$283.1K$722.0K+$439.0K2026-10-19
Strategic Blueprint, LLC
INCREASED16,40614,556+1,850+13%$590.8K$684.3K+$93.5K2026-10-22
Midwest Financial Network, LLC
DECREASED16,21936,037-19,818-55%$1.5M$676.5K-$786.1K2026-10-13
AdvisorNet Financial, Inc
INCREASED15,42515,225+200+1%$617.9K$654.0K+$36.1K2026-10-15
Soltis Investment Advisors LLC
NEW15,002—+15,002——$625.7K—2026-10-28
Facet Wealth, Inc.
NEW14,763—+14,763——$615.8K—2026-11-04
Fortis Capital Advisors, LLC
INCREASED14,46710,358+4,109+40%$420.4K$603.4K+$183.1K2026-11-09
Bank of New York Mellon Corp
INCREASED14,3967,664+6,732+88%$311.0K$600.5K+$289.4K2026-11-05
Magnus Financial Group LLC
UNCHANGED14,23914,23900%$577.9K$593.9K+$16.0K2026-10-21
Private Trust Co NA
INCREASED13,73312,771+962+8%$518.3K$572.8K+$54.5K2026-10-20
Prosperity Financial Group, Inc.
INCREASED13,42912,647+782+6%$513.3K$560.1K+$46.8K2026-10-29
SeaBridge Investment Advisors LLC
NEW13,424—+13,424——$559.9K—2026-11-02
Algorithmic Investment Models, LLC
DECREASED12,96715,882-2,915-18%$644.6K$540.9K-$103.7K2026-11-04
Creative Financial Designs Inc
INCREASED12,7178,100+4,617+57%$328.7K$530.4K+$201.7K2026-11-04
Geneos Wealth Management Inc.
INCREASED12,1068,330+3,776+45%$338.1K$504.9K+$166.8K2026-11-09
Waystone Advisors LLC
DECREASED11,62011,790-170-1%$478.5K$471.6K-$6.9K2026-10-16
Verus Capital Partners, LLC
DECREASED11,49311,589-96-1%$470.3K$479.4K+$9.1K2026-11-03
Arete Wealth Advisors, LLC
DECREASED11,00711,337-330-3%$460.1K$459.2K-$8962026-11-09
Ignite Planners, LLC
INCREASED10,9559,893+1,062+11%$401.5K$456.9K+$55.4K2026-10-14
Money Concepts Capital Corp
INCREASED10,8209,304+1,516+16%$377.6K$451.3K+$73.7K2026-11-06
Florida Financial Advisors, LLC
INCREASED10,2678,063+2,204+27%$327.2K$428.2K+$101.0K2026-11-09
LexAurum Advisors, LLC
DECREASED9,96510,118-153-2%$410.6K$415.7K+$5.0K2026-10-19
Clarus Group, Inc.
UNCHANGED9,7259,72500%$394.7K$405.6K+$10.9K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED9,6498,030+1,619+20%$325.9K$402.5K+$76.6K2026-11-06
Marks Group Wealth Management, Inc
UNCHANGED9,3109,31000%$377.8K$388.3K+$10.5K2026-11-05
Creekside Partners
UNCHANGED9,1439,14300%$371.1K$381.4K+$10.3K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED8,85341,331-32,478-79%$1.7M$369.3K-$1.3M2026-10-14
Foguth Wealth Management, Llc.
DECREASED8,2439,493-1,250-13%$395.1K$353.2K-$41.9K2026-10-19
Park Square Financial Group, LLC
DECREASED8,19510,544-2,349-22%$427.9K$341.8K-$86.1K2026-11-09
Encompass More Asset Management
INCREASED8,1678,155+12+0%$331.0K$340.6K+$9.6K2026-10-16
Fifth Third Bancorp
INCREASED7,7815,227+2,554+49%$212.1K$324.5K+$112.4K2026-11-05
Elm3 Financial Group, LLC
DECREASED7,3027,614-312-4%$309.0K$304.6K-$4.5K2026-10-07
Legacy Wealth Partners, LLC
INCREASED7,2547,085+169+2%$287.5K$302.6K+$15.0K2026-10-15
RMR Wealth Builders
DECREASED7,23738,256-31,019-81%$1.6M$301.8K-$1.3M2026-10-22
Clear Point Advisors Inc.
NEW7,132—+7,132——$297.5K—2026-10-30
Triumph Capital Management
INCREASED7,0677,028+39+1%$285.2K$294.8K+$9.5K2026-10-14
Davenport & Co LLC
INCREASED7,0156,487+528+8%$263.3K$292.6K+$29.3K2026-10-14
Harpswell Capital Advisors, LLC
NEW7,000—+7,000——$292.0K—2026-10-09
M Holdings Securities, Inc.
NEW6,952—+6,952——$300—2026-11-03
Creative Planning
NEW6,532—+6,532——$272.4K—2026-11-02
Ascent Group, LLC
DECREASED6,2488,386-2,138-25%$340.3K$260.6K-$79.7K2026-10-30
Primoris Wealth Advisors, LLC
NEW6,150—+6,150——$256.5K—2026-10-28
Ridgecrest Wealth Partners, LLC
DECREASED6,0006,100-100-2%$247.6K$250.3K+$2.7K2026-10-19
Merit Financial Group, LLC
INCREASED5,9525,929+23+0%$240.6K$248.2K+$7.6K2026-11-06
ACT Wealth Management, LLC
INCREASED5,9385,441+497+9%$220.8K$247.7K+$26.8K2026-10-09
Modera Wealth Management, LLC
INCREASED5,9305,294+636+12%$214.9K$247.3K+$32.5K2026-10-28
Stewardship Concepts Financial Services LLC
INCREASED5,6644,996+668+13%$202.7K$236.3K+$33.5K2026-10-06
LVW Advisors, LLC
NEW5,608—+5,608——$233.9K—2026-10-19
Fortitude Financial, LLC
INCREASED5,5025,341+161+3%$216.8K$229.5K+$12.7K2026-10-19
OxenFree Capital LLC
INCREASED5,4935,282+211+4%$218.1K$229.2K+$11.2K2026-10-07
Visionary Horizons, LLC
INCREASED5,4425,410+32+1%$219.6K$227.0K+$7.4K2026-10-22
First Heartland Consultants, Inc.
NEW5,062—+5,062——$211.1K—2026-10-08
Sovran Advisors, LLC
DECREASED4,9428,262-3,320-40%$353.8K$213.3K-$140.5K2026-11-02
IFC & Insurance Marketing, Inc.
NEW4,893—+4,893——$204.1K—2026-10-16
Nuveen, LLC
NEW4,187—+4,187——$175.2K—2026-11-10
Lanark Financial, Inc.
UNCHANGED3,7893,78900%$153.8K$158.0K+$4.3K2026-10-26
Zions Bancorporation, National Association
NEW3,262—+3,262——$136.1K—2026-11-06
Latitude Advisors, LLC
NEW3,173—+3,173——$132.4K—2026-10-27
Pension & Wealth Management Advisors, Inc.
UNCHANGED2,7502,75000%$111.6K$114.7K+$3.1K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED2,2631,005+1,258+125%$40.8K$94.4K+$53.6K2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED2,1782,189-110%$88.8K$90.9K+$2.0K2026-10-26
Center for Financial Planning, Inc.
NEW1,400—+1,400——$58.4K—2026-10-26
Concord Wealth Partners
DECREASED1,3671,538-171-11%$62.4K$57.0K-$5.4K2026-11-02
Compass Financial Management LLC
DECREASED1,30423,143-21,839-94%$985.6K$54.4K-$931.2K2026-10-30
Rossby Financial, LCC
NEW1,214—+1,214——$50.7K—2026-11-05
Allworth Financial LP
NEW1,200—+1,200——$48.7K—2026-11-06
Peck Wealth Management, LLC
UNCHANGED1,2001,20000%$48.7K$50.1K+$1.4K2026-10-29
Parallel Advisors, LLC
DECREASED1,1001,363-263-19%$55.3K$45.9K-$9.4K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED1,1001,10000%$44.6K$45.9K+$1.2K2026-10-21
PNC Financial Services Group, Inc.
INCREASED1,007815+192+24%$33.1K$42.0K+$8.9K2026-11-06
Signature Equity Partners, LLC
DECREASED9881,001-13-1%$40.6K$41.2K+$5832026-10-29
NorthAvenue LLC
UNCHANGED94494400%$38.3K$39.4K+$1.1K2026-10-29
US Bancorp \de\
INCREASED901304+597+196%$12.3K$37.6K+$25.2K2026-11-05
Holos Integrated Wealth LLC
INCREASED797790+7+1%$32.6K$33.9K+$1.3K2026-10-23
Simplex Trading, LLC
NEW715—+715——$29.8K—2026-11-04
Clearstead Advisors, LLC
DECREASED7151,530-815-53%$62.1K$29.8K-$32.3K2026-11-06
Jacobi Capital Management LLC
NEW486—+486——$20.3K—2026-11-05
Spire Wealth Management
UNCHANGED40040000%$16.2K$16.7K+$4502026-10-30
Bessemer Group Inc
UNCHANGED40040000%$16$17+$12026-11-09
Bank of New Hampshire
UNCHANGED30030000%$12.2K$12.5K+$3372026-10-06
Princeton Global Asset Management LLC
UNCHANGED26526500%$10.8K$11.1K+$2982026-10-21
Next Level Wealth Planning, LLC
NEW215—+215——$9.0K—2026-10-29
Armstrong Advisory Group, Inc
NEW177—+177——$7.4K—2026-10-09
SJS Investment Consulting Inc.
UNCHANGED16016000%$6.5K$6.7K+$1802026-10-26
Team Financial Group, LLC
NEW124—+124——$5.2K—2026-10-30
Hantz Financial Services, Inc.
NEW106—+106——$4—2026-11-09
Hazlett, Burt & Watson, Inc.
UNCHANGED989800%$4.0K$4-$4.0K2026-11-04
Central Trust Co
UNCHANGED797900%$3.2K$3.3K+$892026-11-05
Buck Wealth Strategies, LLC
NEW74—+74——$3.1K—2026-10-28
Signaturefd, LLC
UNCHANGED606000%$2.4K$2.5K+$682026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED494900%$2.0K$2.0K+$552026-10-23
Key FInancial Inc
UNCHANGED474700%$1.9K$2.0K+$522026-11-02
Cape Investment Advisory, Inc.
UNCHANGED464600%$1.9K$1.9K+$522026-10-13
Asset Dedication, LLC
UNCHANGED353500%$1.4K$1.5K+$392026-11-03
Virtus Advisers, LLC
DECREASED2537-12-32%$1.5K$1.0K-$4592026-11-09
Dhjj Financial Advisors, Ltd.
UNCHANGED151500%$609$626+$172026-10-23
KMG Fiduciary Partners, LLC
CLOSED036,528-36,528-100%$1.5M$0-$1.5M2026-10-14
ProVise Management Group, LLC
CLOSED012,698-12,698-100%$515.3K$0-$515.3K2026-11-06
Partners Wealth Management, LLC
CLOSED09,780-9,780-100%$396.9K$0-$396.9K2026-10-28
Retireful, LLC
CLOSED08,960-8,960-100%$373.6K$0-$373.6K2026-10-09
Cornerstone Wealth Group, LLC
CLOSED08,798-8,798-100%$357.1K$0-$357.1K2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED07,386-7,386-100%$299.8K$0-$299.8K2026-10-16
Brookstone Capital Management
CLOSED04,940-4,940-100%$200.5K$0-$200.5K2026-10-22
Torren Management, LLC
CLOSED0838-838-100%$34.0K$0-$34.0K2026-10-29
International Assets Investment Management, LLC
CLOSED0545-545-100%$22.0K$0-$22.0K2026-11-02
CoreCap Advisors, LLC
CLOSED0334-334-100%$13.6K$0-$13.6K2026-10-08
Lloyd Advisory Services, Llc.
CLOSED0313-313-100%$12.7K$0-$12.7K2026-11-02
Tsfg, LLC
CLOSED0284-284-100%$12$0-$122026-10-23
Vermillion Wealth Management, Inc.
CLOSED0123-123-100%$5.0K$0-$5.0K2026-10-26
Financial Consulate, Inc
CLOSED079-79-100%$3.2K$0-$3.2K2026-10-23
Trust Co
CLOSED070-70-100%$2.8K$0-$2.8K2026-10-09
Institute for Wealth Management, Llc.
CLOSED029-29-100%$1.2K$0-$1.2K2026-11-06
Illumine Investment Management, LLC
UNCHANGED000—$1.6M$1.7M+$102.4K2026-10-22
Morgan Stanley
N/A—5,080,377-5,080,377-100%$206.2M———
Northwestern Mutual Wealth Management Co
N/A—4,624,597-4,624,597-100%$187.7M———
Bank of America Corp
N/A—4,473,163-4,473,163-100%$181.5M———
Raymond James Financial Inc
N/A—2,835,156-2,835,156-100%$115.1M———
Wells Fargo & Company
N/A—2,543,423-2,543,423-100%$103.2M———
Ameriprise Financial Inc
N/A—2,287,820-2,287,820-100%$92.9M———
Envestnet Asset Management Inc
N/A—2,172,025-2,172,025-100%$88.2M———
Jones Financial Companies Lllp
N/A—2,053,081-2,053,081-100%$83.4M———
Cetera Investment Advisers
N/A—1,715,248-1,715,248-100%$69.6M———
UBS Group AG
N/A—1,692,909-1,692,909-100%$68.7M———
Osaic Holdings, Inc.
N/A—1,601,132-1,601,132-100%$65.0M———
Stifel Financial Corp
N/A—1,527,434-1,527,434-100%$62.0M———
Royal Bank of Canada
N/A—1,318,123-1,318,123-100%$53.5M———
Private Advisor Group, LLC
N/A—907,663-907,663-100%$36.8M———
Equitable Holdings, Inc.
N/A—792,683-792,683-100%$32.2M———
Pinnacle Financial Partners, Inc.
N/A—654,043-654,043-100%$26.5M———
MOR Wealth Management, LLC
N/A—531,044-531,044-100%$21.6M———
MML Investors Services, LLC
N/A—528,439-528,439-100%$21.4M———
Janney Montgomery Scott LLC
N/A—522,204-522,204-100%$21.2M———
SK Wealth Management, LLC
N/A—406,952-406,952-100%$17.5M———
JPMorgan Chase & Co
N/A—272,769-272,769-100%$11.1M———
SHP Wealth Management
N/A—248,046-248,046-100%$10.1M———
Forefront Wealth Partners, LLC
N/A—220,479-220,479-100%$8.9M———
Sanctuary Advisors, LLC
N/A—217,087-217,087-100%$8.8M———
World Investment Advisors
N/A—208,456-208,456-100%$8.5M———
Integrated Wealth Concepts LLC
N/A—201,938-201,938-100%$8.2M———
Federation des caisses Desjardins du Quebec
N/A—189,304-189,304-100%$7.7M———
Principal Securities, Inc.
N/A—189,204-189,204-100%$7.7M———
Horizon Investments, LLC
N/A—181,854-181,854-100%$7.4M———
Per Stirling Capital Management, Llc.
N/A—172,540-172,540-100%$7.0M———
Mariner, LLC
N/A—153,454-153,454-100%$6.2M———
American Alpha Advisors, LLC
N/A—146,533-146,533-100%$5.9M———
Ameritas Advisory Services, LLC
N/A—144,084-144,084-100%$5.8M———
Qube Research & Technologies Ltd
N/A—141,092-141,092-100%$5.7M———
Ethos Financial Group, LLC
N/A—136,819-136,819-100%$5.9M———
Retirement Planning Group, LLC / NY
N/A—136,096-136,096-100%$5.5M———
Cassady Wealth & Retirement Planning, LLC
N/A—134,757-134,757-100%$5.5M———
Kingsview Wealth Management, LLC
N/A—129,721-129,721-100%$5.3M———
Jane Street Group, LLC
N/A—123,904-123,904-100%$5.0M———
Baird Financial Group, Inc.
N/A—117,809-117,809-100%$4.8M———
Arkadios Wealth Advisors
N/A—112,271-112,271-100%$4.6M———
Steward Partners Investment Advisory, LLC
N/A—100,389-100,389-100%$4.1M———
Gladstone Institutional Advisory LLC
N/A—92,281-92,281-100%$3.7M———
Natixis Advisors, LLC
N/A—91,153-91,153-100%$3.7M———
Nova Wealth Management, Inc.
N/A—84,759-84,759-100%$3.4M———
Savvy Advisors, Inc.
N/A—84,194-84,194-100%$3.4M———
Perspective Wealth Advisors LLC
N/A—75,653-75,653-100%$3.1M———
Gateway Wealth Partners, LLC
N/A—74,508-74,508-100%$3.0M———
Perennial Investment Advisors, LLC
N/A—67,314-67,314-100%$2.7M———
Summit Financial, LLC
N/A—59,065-59,065-100%$2.4M———
&partners
N/A—57,828-57,828-100%$2.3M———
Mutual Advisors, LLC
N/A—48,017-48,017-100%$1.9M———
Kovack Advisors, Inc.
N/A—47,081-47,081-100%$1.9M———
Global Retirement Partners, LLC
N/A—45,952-45,952-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—45,890-45,890-100%$1.9M———
Susquehanna International Group, LLP
N/A—45,149-45,149-100%$1.8M———
Sonoma Allocations LLC
N/A—44,543-44,543-100%$1.8M———
Insigneo Advisory Services, LLC
N/A—44,008-44,008-100%$1.8M———
Centaurus Financial, Inc.
N/A—42,869-42,869-100%$1.7M———
CIBC World Market Inc.
N/A—42,229-42,229-100%$1.7M———
NewEdge Advisors, LLC
N/A—41,847-41,847-100%$1.7M———
Coppell Advisory Solutions LLC
N/A—39,160-39,160-100%$245.3K———
Renaissance Technologies LLC
N/A—36,700-36,700-100%$1.5M———
Axis Wealth Partners, LLC
N/A—35,969-35,969-100%$1.5M———
Seaview Investment Managers LLC
N/A—34,425-34,425-100%$1.4M———
Advisory Services Network, LLC
N/A—33,631-33,631-100%$1.4M———
Manning & Napier Advisors LLC
N/A—30,189-30,189-100%$1.2M———
Hilltop Holdings Inc.
N/A—27,333-27,333-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—27,045-27,045-100%$1.1M———
IEQ Capital, LLC
N/A—26,813-26,813-100%$1.1M———
Regal Investment Advisors LLC
N/A—26,353-26,353-100%$1.1M———
Scotia Capital Inc.
N/A—26,154-26,154-100%$1.1M———
Focus Partners Wealth
N/A—25,608-25,608-100%$1.0M———
Lakeridge Wealth Management LLC
N/A—23,366-23,366-100%$948.3K———
OneAscent Financial Services LLC
N/A—22,506-22,506-100%$913.4K———
O'shaughnessy Asset Management, LLC
N/A—19,963-19,963-100%$810.2K———
National Bank of Canada
N/A—19,762-19,762-100%$802.0K———
PFG Investments, LLC
N/A—19,377-19,377-100%$786.4K———
Waverly Advisors, LLC
N/A—18,827-18,827-100%$764.1K———
FMR LLC
N/A—15,898-15,898-100%$645.2K———
Envestnet Portfolio Solutions, Inc.
N/A—14,944-14,944-100%$606.5K———
MAI Capital Management
N/A—14,306-14,306-100%$580.6K———
Rathbones Group PLC
N/A—14,244-14,244-100%$578.1K———
Benjamin Edwards Inc
N/A—13,437-13,437-100%$545.3K———
IHT Wealth Management, LLC
N/A—12,474-12,474-100%$506.3K———
Pasadena Private Wealth, LLC
N/A—11,268-11,268-100%$457.3K———
Aptus Capital Advisors, LLC
N/A—10,365-10,365-100%$420.7K———
Berger Financial Group, Inc
N/A—10,278-10,278-100%$417.1K———
Capital Analysts, LLC
N/A—9,864-9,864-100%$400.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,466-8,466-100%$343.6K———
VestGen Investment Management
N/A—8,270-8,270-100%$335.6K———
Smith, Moore & Co.
N/A—7,937-7,937-100%$322.1K———
Jaffetilchin Investment Partners, LLC
N/A—7,776-7,776-100%$315.6K———
SEI Investments Co
N/A—6,430-6,430-100%$261.0K———
AE Wealth Management LLC
N/A—6,308-6,308-100%$256.0K———
Foundations Investment Advisors, LLC
N/A—6,189-6,189-100%$251.2K———
Mercer Global Advisors Inc
N/A—5,769-5,769-100%$234.1K———
Empirical Asset Management, LLC
N/A—5,554-5,554-100%$225.4K———
Independent Advisor Alliance
N/A—5,031-5,031-100%$204.2K———
BFC Planning, Inc.
N/A—3,392-3,392-100%$137.7K———
Luminist Capital LLC
N/A—2,475-2,475-100%$100.4K———
IMA Advisory Services, Inc.
N/A—2,000-2,000-100%$81.2K———
FWL Investment Management, LLC
N/A—1,734-1,734-100%$70.4K———
BlackRock, Inc.
N/A—1,570-1,570-100%$63.7K———
Millstone Evans Group, LLC
N/A—734-734-100%$29.8K———
Huntington National Bank
N/A—601-601-100%$24.4K———
ST Germain D J Co Inc
N/A—269-269-100%$10.9K———
Smartleaf Asset Management LLC
N/A—254-254-100%$10.3K———
Medallion Wealth Advisors, LLC
N/A—245-245-100%$9.9K———
Vanguard Advisers Inc
N/A—69-69-100%$2.8K———
HHM Wealth Advisors, LLC
N/A—35-35-100%$1.4K———
BNP Paribas Financial Markets
N/A—30-30-100%$1.2K———
Showing 347 of 347 institutions