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Liberty All Star Equity Fund (USA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
INCREASED
Shares3,090,253 from 1,373,425
Change+1,716,828 (+125%)
Value$17.8M (+$9.9M)
Filed 2026-11-04
Absolute Investment Advisers, LLC
DECREASED
Shares1,873,982 from 2,176,489
Change-302,507 (-14%)
Value$10.8M (-$1.8M)
Filed 2026-10-21
Shaker Financial Services, LLC
DECREASED
Shares1,334,591 from 1,646,776
Change-312,185 (-19%)
Value$7.7M (-$1.9M)
Filed 2026-10-14
Wolverine Asset Management LLC
DECREASED
Shares920,896 from 1,029,320
Change-108,424 (-11%)
Value$5.3M (-$666.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares893,085 from 573,244
Change+319,841 (+56%)
Value$5.2K (-$3.3M)
Filed 2026-11-02
City of London Investment Management Co LTD
INCREASED
Shares811,361 from 659,069
Change+152,292 (+23%)
Value$4.7M (+$852.4K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares414,126 from 372,913
Change+41,213 (+11%)
Value$2.4M (+$224.4K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares408,205 from 275,077
Change+133,128 (+48%)
Value$2.4M (+$757.1K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares315,223 from 412,818
Change-97,595 (-24%)
Value$1.8M (-$579.6K)
Filed 2026-10-13
PMG Family Office LLC
DECREASED
Shares265,869 from 276,048
Change-10,179 (-4%)
Value$1.5M (-$69.8K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares262,258 from 295,803
Change-33,545 (-11%)
Value$1.5M (-$220.2K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares208,766 from 167,727
Change+41,039 (+24%)
Value$1.2K (-$972.8K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares188,601
Change+188,601
Value$1.1M
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares185,418 from 162,383
Change+23,035 (+14%)
Value$1.1M (+$126.4K)
Filed 2026-10-26
Mindset Wealth Management, LLC
DECREASED
Shares181,890 from 236,396
Change-54,506 (-23%)
Value$1.0M (-$324.0K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares168,751 from 156,103
Change+12,648 (+8%)
Value$1.0M (+$97.1K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares165,707 from 168,027
Change-2,320 (-1%)
Value$956.1K (-$20.1K)
Filed 2026-11-06
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares163,700 from 163,700
Change0 (0%)
Value$944.5K (-$6.5K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares163,353 from 438,144
Change-274,791 (-63%)
Value$942.5K (-$1.6M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares159,481 from 167,444
Change-7,963 (-5%)
Value$920.2K (-$52.6K)
Filed 2026-10-28
Live Oak Private Wealth LLC
UNCHANGED
Shares158,585 from 158,585
Change0 (0%)
Value$915.0K (-$6.3K)
Filed 2026-11-02
Advocate Investing Services LLC
DECREASED
Shares145,520 from 151,243
Change-5,723 (-4%)
Value$839.7K (-$39.1K)
Filed 2026-10-26
Langley Wealth Management, LLC
DECREASED
Shares133,694 from 154,145
Change-20,451 (-13%)
Value$771.4K (-$124.2K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares132,811 from 203,254
Change-70,443 (-35%)
Value$766.3K (-$414.6K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares130,176 from 125,199
Change+4,977 (+4%)
Value$751.1K (+$23.7K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares118,850 from 124,755
Change-5,905 (-5%)
Value$685.8K (-$39.1K)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares110,833 from 61,471
Change+49,362 (+80%)
Value$650.6K (+$293.4K)
Filed 2026-10-20
Abel Hall, LLC
UNCHANGED
Shares103,000 from 103,000
Change0 (0%)
Value$594.3K (-$4.1K)
Filed 2026-10-19
Stockman Wealth Management, Inc.
UNCHANGED
Shares99,563 from 99,563
Change0 (0%)
Value$574.5K (-$4.0K)
Filed 2026-10-27
Flynn Zito Capital Management, LLC
DECREASED
Shares99,406 from 143,881
Change-44,475 (-31%)
Value$573.6K (-$262.4K)
Filed 2026-11-04
Advisory Advocates, LLC
INCREASED
Shares99,003 from 96,680
Change+2,323 (+2%)
Value$571.2K (+$9.5K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
DECREASED
Shares98,195 from 125,801
Change-27,606 (-22%)
Value$566.6K (-$164.3K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares97,701 from 83,518
Change+14,183 (+17%)
Value$563.7K (+$78.5K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares87,105 from 93,252
Change-6,147 (-7%)
Value$502.6K (-$39.2K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares81,038 from 97,205
Change-16,167 (-17%)
Value$467.6K (-$98.1K)
Filed 2026-11-02
Wealth Effects LLC
INCREASED
Shares78,744 from 76,244
Change+2,500 (+3%)
Value$454.4K (+$11.4K)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares77,068 from 75,880
Change+1,188 (+2%)
Value$444.7K (+$3.8K)
Filed 2026-10-28
Patten Group, Inc.
INCREASED
Shares61,358 from 60,028
Change+1,330 (+2%)
Value$354.0K (+$5.3K)
Filed 2026-10-26
Sage Capital Advisors,llc
INCREASED
Shares53,603 from 52,492
Change+1,111 (+2%)
Value$309.3K (+$4.3K)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares52,184 from 35,436
Change+16,748 (+47%)
Value$301.1K (+$95.2K)
Filed 2026-10-28
MSH Capital Advisors LLC
UNCHANGED
Shares50,190 from 50,190
Change0 (0%)
Value$289.6K (-$2.0K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares48,779 from 26,073
Change+22,706 (+87%)
Value$281.5K (+$130.0K)
Filed 2026-11-06
Coquina Private Wealth LLC
DECREASED
Shares46,197 from 58,701
Change-12,504 (-21%)
Value$266.6K (-$74.5K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
INCREASED
Shares45,519 from 33,153
Change+12,366 (+37%)
Value$262.6K (+$70.0K)
Filed 2026-10-29
WealthTrust Asset Management, LLC
INCREASED
Shares44,994 from 44,510
Change+484 (+1%)
Value$259.6K (+$1.0K)
Filed 2026-10-22
Avior Wealth Management, LLC
UNCHANGED
Shares43,577 from 43,577
Change0 (0%)
Value$251.4K (-$1.7K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
DECREASED
Shares42,901 from 51,825
Change-8,924 (-17%)
Value$247.5K (-$53.6K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
DECREASED
Shares42,081 from 76,468
Change-34,387 (-45%)
Value$242.8K (-$201.5K)
Filed 2026-10-23
NWF Advisory Services Inc.
INCREASED
Shares40,051 from 38,549
Change+1,502 (+4%)
Value$231.1K (+$7.1K)
Filed 2026-10-19
Decision Investments, Inc
UNCHANGED
Shares38,570 from 38,570
Change0 (0%)
Value$222.5K (-$1.5K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares38,236 from 37,276
Change+960 (+3%)
Value$220.6K (+$4.0K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares37,710
Change+37,710
Value$218.0K
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares37,298 from 29,838
Change+7,460 (+25%)
Value$215.2K (+$41.9K)
Filed 2026-10-28
Accredited Investor Services, LLC
INCREASED
Shares33,752 from 17,204
Change+16,548 (+96%)
Value$194.7K (+$94.8K)
Filed 2026-10-22
David J Yvars Group
NEW
Shares33,247
Change+33,247
Value$191.8K
Filed 2026-10-09
Altus Wealth Group LLC
DECREASED
Shares31,349 from 31,769
Change-420 (-1%)
Value$180.9K (-$3.7K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares29,612 from 18,698
Change+10,914 (+58%)
Value$171 (-$108.8K)
Filed 2026-10-26
Procyon Advisors, LLC
INCREASED
Shares29,509 from 25,157
Change+4,352 (+17%)
Value$170.3K (+$24.1K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED
Shares28,942 from 34,018
Change-5,076 (-15%)
Value$167.0K (-$30.7K)
Filed 2026-10-16
Vista Investment Partners II, LLC
INCREASED
Shares28,067 from 19,525
Change+8,542 (+44%)
Value$161.9K (+$48.5K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares27,772 from 17,650
Change+10,122 (+57%)
Value$160.2K (+$57.7K)
Filed 2026-10-08
Lanark Financial, Inc.
DECREASED
Shares27,397 from 28,586
Change-1,189 (-4%)
Value$158.1K (-$8.0K)
Filed 2026-10-26
Next Level Wealth Planning, LLC
UNCHANGED
Shares22,605 from 22,605
Change0 (0%)
Value$130.4K (-$904)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares21,856 from 20,990
Change+866 (+4%)
Value$126.1K (+$4.2K)
Filed 2026-10-29
Triumph Capital Management
INCREASED
Shares21,696 from 21,146
Change+550 (+3%)
Value$125.2K (+$2.3K)
Filed 2026-10-14
HUB Investment Partners, LLC
UNCHANGED
Shares20,764 from 20,764
Change0 (0%)
Value$119.8K (-$830)
Filed 2026-11-03
RFG Advisory, LLC
UNCHANGED
Shares20,193 from 20,193
Change0 (0%)
Value$116.5K (-$807)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares20,155 from 169,180
Change-149,025 (-88%)
Value$116.3K (-$866.6K)
Filed 2026-10-23
Quad-Cities Investment Group, LLC
DECREASED
Shares19,850 from 22,767
Change-2,917 (-13%)
Value$114.5K (-$17.7K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
NEW
Shares18,887
Change+18,887
Value$109.0K
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares18,884 from 16,174
Change+2,710 (+17%)
Value$109.0K (+$15.0K)
Filed 2026-11-02
Cushing Capital Partners, LLC
DECREASED
Shares18,624 from 22,031
Change-3,407 (-15%)
Value$107.5K (-$20.5K)
Filed 2026-10-20
Manske Wealth Management
UNCHANGED
Shares18,519 from 18,519
Change0 (0%)
Value$106.9K (-$740)
Filed 2026-10-26
Beacon Capital Management, LLC
INCREASED
Shares18,189 from 18,184
Change+5 (+0%)
Value$105.0K (-$698)
Filed 2026-10-23
Smith Asset Management Co., LLC
DECREASED
Shares17,946 from 18,202
Change-256 (-1%)
Value$103.5K (-$2.2K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares17,909 from 19,796
Change-1,887 (-10%)
Value$103.3K (-$11.7K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
UNCHANGED
Shares16,760 from 16,760
Change0 (0%)
Value$96.7K (+$3.7K)
Filed 2026-10-13
Occidental Asset Management, LLC
NEW
Shares15,642
Change+15,642
Value$90.3K
Filed 2026-11-05
Community Financial Services Group, LLC
UNCHANGED
Shares15,118 from 15,118
Change0 (0%)
Value$87.2K (-$756)
Filed 2026-10-15
MRA Advisory Group
INCREASED
Shares15,041 from 14,633
Change+408 (+3%)
Value$86.8K (+$1.8K)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares15,009 from 10,339
Change+4,670 (+45%)
Value$86.6K (+$26.5K)
Filed 2026-10-27
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$86.6K (-$600)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$86.6K (-$600)
Filed 2026-10-14
Bensler, LLC
INCREASED
Shares13,934 from 11,019
Change+2,915 (+26%)
Value$80.4K (+$16.4K)
Filed 2026-11-05
Facet Wealth, Inc.
NEW
Shares13,517
Change+13,517
Value$78.0K
Filed 2026-11-04
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares13,348 from 13,348
Change0 (0%)
Value$77.6K ($0)
Filed 2026-10-09
Indivisible Partners
NEW
Shares12,116
Change+12,116
Value$69.9K
Filed 2026-10-26
Investment Partners, Ltd.
NEW
Shares11,604
Change+11,604
Value$67.0K
Filed 2026-10-29
Investmark Advisory Group LLC
INCREASED
Shares11,010 from 10,710
Change+300 (+3%)
Value$63.5K (+$1.3K)
Filed 2026-10-27
Fiduciary Alliance LLC
UNCHANGED
Shares10,897 from 10,897
Change0 (0%)
Value$62.9K (-$436)
Filed 2026-10-13
Meridian Wealth Management, LLC
UNCHANGED
Shares10,851 from 10,851
Change0 (0%)
Value$62.6K (-$434)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares10,697
Change+10,697
Value$64
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares10,425 from 10,425
Change0 (0%)
Value$60.2K (-$417)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares9,858 from 8,480
Change+1,378 (+16%)
Value$56.9K (+$7.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares9,073 from 10,802
Change-1,729 (-16%)
Value$52.3K (-$10.4K)
Filed 2026-10-08
WPG Advisers, LLC
INCREASED
Shares7,639 from 4,747
Change+2,892 (+61%)
Value$44.1K (+$16.5K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares7,595 from 7,595
Change0 (0%)
Value$43 (-$2)
Filed 2026-11-04
Clearstead Advisors, LLC
NEW
Shares5,492
Change+5,492
Value$31.7K
Filed 2026-11-06
EverSource Wealth Advisors, LLC
NEW
Shares5,202
Change+5,202
Value$30.0K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares4,280
Change+4,280
Value$24.7K
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares4,181 from 3,983
Change+198 (+5%)
Value$24.1K (+$983)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares2,953 from 2,873
Change+80 (+3%)
Value$17.0K (+$347)
Filed 2026-10-16
Noble Wealth Management PBC
DECREASED
Shares2,920 from 3,420
Change-500 (-15%)
Value$16.8K (-$3.0K)
Filed 2026-10-01
Hilltop National Bank
UNCHANGED
Shares2,869 from 2,869
Change0 (0%)
Value$16.6K (-$115)
Filed 2026-10-14
Hoey Investments, Inc
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$15.8K (-$110)
Filed 2026-10-29
Community Bank, N.A.
UNCHANGED
Shares2,402 from 2,402
Change0 (0%)
Value$13.9K (-$96)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares2,376 from 2,374
Change+2 (+0%)
Value$13.7K (-$82)
Filed 2026-11-05
Trust Co of Vermont
NEW
Shares1,853
Change+1,853
Value$10.7K
Filed 2026-10-21
Pathway Financial Advisers, LLC
NEW
Shares1,726
Change+1,726
Value$10.0K
Filed 2026-10-27
First Pacific Financial
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$8.6K (-$60)
Filed 2026-10-14
United Community Bank
DECREASED
Shares856 from 19,588
Change-18,732 (-96%)
Value$4.9K (-$108.9K)
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$4.7K (-$32)
Filed 2026-11-04
First United Bank & Trust
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$3.6K (-$25)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares624 from 1,122
Change-498 (-44%)
Value$3.6K (-$2.9K)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$3.5K (-$24)
Filed 2026-10-19
Financial Consulate, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$2.9K (-$20)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$1.0K (-$8)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$381 (-$2)
Filed 2026-10-20
Nemes Rush Group LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$104 (-$1)
Filed 2026-11-04
TrueMark Investments, LLC
CLOSED
Shares0 from 134,253
Change-134,253 (-100%)
Value$0 (-$780.0K)
Filed 2026-11-05
Calamos Advisors LLC
CLOSED
Shares0 from 62,275
Change-62,275 (-100%)
Value$0 (-$361.8K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 27,893
Change-27,893 (-100%)
Value$0 (-$162.1K)
Filed 2026-10-21
Quantum Private Wealth, LLC
CLOSED
Shares0 from 16,715
Change-16,715 (-100%)
Value$0 (-$97.1K)
Filed 2026-10-20
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 12,376
Change-12,376 (-100%)
Value$0 (-$71.9K)
Filed 2026-10-28
Silverlake Wealth Management LLC
CLOSED
Shares0 from 11,075
Change-11,075 (-100%)
Value$0 (-$64.3K)
Filed 2026-10-21
Apollon Wealth Management, LLC
CLOSED
Shares0 from 10,433
Change-10,433 (-100%)
Value$0 (-$60.6K)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,330
Change-2,330 (-100%)
Value$0 (-$13.5K)
Filed 2026-10-15
Larson Financial Group LLC
CLOSED
Shares0 from 1,592
Change-1,592 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$558)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 5,858,880
Change-5,858,880 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,806,233
Change-4,806,233 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 4,332,937
Change-4,332,937 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 3,859,939
Change-3,859,939 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,350,925
Change-3,350,925 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 3,271,867
Change-3,271,867 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 2,969,478
Change-2,969,478 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,198,363
Change-2,198,363 (-100%)
Value—
Man Group plc
N/A
Shares— from 2,112,762
Change-2,112,762 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,661,308
Change-1,661,308 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,557,640
Change-1,557,640 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,341,706
Change-1,341,706 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,299,730
Change-1,299,730 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,046,465
Change-1,046,465 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,004,531
Change-1,004,531 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 798,342
Change-798,342 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 793,160
Change-793,160 (-100%)
Value—
RPO LLC
N/A
Shares— from 690,200
Change-690,200 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 645,000
Change-645,000 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 616,604
Change-616,604 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 585,022
Change-585,022 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 446,990
Change-446,990 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 377,865
Change-377,865 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 366,501
Change-366,501 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 345,100
Change-345,100 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 329,021
Change-329,021 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 296,240
Change-296,240 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 270,456
Change-270,456 (-100%)
Value—
UBS Group AG
N/A
Shares— from 258,483
Change-258,483 (-100%)
Value—
Quantedge Capital Pte Ltd
N/A
Shares— from 244,300
Change-244,300 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 222,485
Change-222,485 (-100%)
Value—
CSS LLC
N/A
Shares— from 212,652
Change-212,652 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 209,862
Change-209,862 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 208,912
Change-208,912 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 205,822
Change-205,822 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 193,049
Change-193,049 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 166,757
Change-166,757 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 159,826
Change-159,826 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 144,455
Change-144,455 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 143,862
Change-143,862 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 136,664
Change-136,664 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 125,374
Change-125,374 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 119,554
Change-119,554 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 117,220
Change-117,220 (-100%)
Value—
&partners
N/A
Shares— from 105,567
Change-105,567 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 105,207
Change-105,207 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 99,764
Change-99,764 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 82,789
Change-82,789 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 79,437
Change-79,437 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 65,708
Change-65,708 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 59,886
Change-59,886 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 57,279
Change-57,279 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 54,780
Change-54,780 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 54,376
Change-54,376 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 42,075
Change-42,075 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 41,820
Change-41,820 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 40,899
Change-40,899 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 38,369
Change-38,369 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 34,409
Change-34,409 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 32,893
Change-32,893 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,225
Change-31,225 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,524
Change-30,524 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,096
Change-30,096 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 27,485
Change-27,485 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 27,327
Change-27,327 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 24,975
Change-24,975 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 21,735
Change-21,735 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 19,414
Change-19,414 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 19,366
Change-19,366 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,739
Change-18,739 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 18,681
Change-18,681 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,023
Change-18,023 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 17,769
Change-17,769 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 17,750
Change-17,750 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 16,495
Change-16,495 (-100%)
Value—
Stephens Inc
N/A
Shares— from 16,346
Change-16,346 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,147
Change-16,147 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 16,085
Change-16,085 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,915
Change-15,915 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,661
Change-15,661 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 14,933
Change-14,933 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 14,915
Change-14,915 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 14,350
Change-14,350 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,293
Change-14,293 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 13,943
Change-13,943 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 13,651
Change-13,651 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 11,719
Change-11,719 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,308
Change-11,308 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,275
Change-11,275 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 7,142
Change-7,142 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 894
Change-894 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 469
Change-469 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 22
Change-22 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11
Change-11 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
INCREASED3,090,2531,373,425+1,716,828+125%$8.0M$17.8M+$9.9M2026-11-04
Absolute Investment Advisers, LLC
DECREASED1,873,9822,176,489-302,507-14%$12.6M$10.8M-$1.8M2026-10-21
Shaker Financial Services, LLC
DECREASED1,334,5911,646,776-312,185-19%$9.6M$7.7M-$1.9M2026-10-14
Wolverine Asset Management LLC
DECREASED920,8961,029,320-108,424-11%$6.0M$5.3M-$666.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED893,085573,244+319,841+56%$3.3M$5.2K-$3.3M2026-11-02
City of London Investment Management Co LTD
INCREASED811,361659,069+152,292+23%$3.8M$4.7M+$852.4K2026-10-30
Kestra Advisory Services, LLC
INCREASED414,126372,913+41,213+11%$2.2M$2.4M+$224.4K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED408,205275,077+133,128+48%$1.6M$2.4M+$757.1K2026-10-29
Independent Financial Group, LLC
DECREASED315,223412,818-97,595-24%$2.4M$1.8M-$579.6K2026-10-13
PMG Family Office LLC
DECREASED265,869276,048-10,179-4%$1.6M$1.5M-$69.8K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED262,258295,803-33,545-11%$1.8M$1.5M-$220.2K2026-10-13
Wedbush Securities Inc
INCREASED208,766167,727+41,039+24%$974.0K$1.2K-$972.8K2026-10-22
Ascentis Independent Advisors
NEW188,601—+188,601——$1.1M—2026-11-03
Oppenheimer & Co Inc
INCREASED185,418162,383+23,035+14%$943.4K$1.1M+$126.4K2026-10-26
Mindset Wealth Management, LLC
DECREASED181,890236,396-54,506-23%$1.4M$1.0M-$324.0K2026-10-19
Prospera Financial Services Inc
INCREASED168,751156,103+12,648+8%$907.0K$1.0M+$97.1K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED165,707168,027-2,320-1%$976.2K$956.1K-$20.1K2026-11-06
Westbourne Investment Advisors, Inc.
UNCHANGED163,700163,70000%$951.1K$944.5K-$6.5K2026-10-20
PNC Financial Services Group, Inc.
DECREASED163,353438,144-274,791-63%$2.5M$942.5K-$1.6M2026-11-06
D.A. Davidson & Co.
DECREASED159,481167,444-7,963-5%$972.9K$920.2K-$52.6K2026-10-28
Live Oak Private Wealth LLC
UNCHANGED158,585158,58500%$921.4K$915.0K-$6.3K2026-11-02
Advocate Investing Services LLC
DECREASED145,520151,243-5,723-4%$878.7K$839.7K-$39.1K2026-10-26
Langley Wealth Management, LLC
DECREASED133,694154,145-20,451-13%$895.6K$771.4K-$124.2K2026-11-04
Commonwealth Equity Services, LLC
DECREASED132,811203,254-70,443-35%$1.2M$766.3K-$414.6K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED130,176125,199+4,977+4%$727.4K$751.1K+$23.7K2026-11-05
Concurrent Investment Advisors, LLC
DECREASED118,850124,755-5,905-5%$724.8K$685.8K-$39.1K2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED110,83361,471+49,362+80%$357.1K$650.6K+$293.4K2026-10-20
Abel Hall, LLC
UNCHANGED103,000103,00000%$598.4K$594.3K-$4.1K2026-10-19
Stockman Wealth Management, Inc.
UNCHANGED99,56399,56300%$578.5K$574.5K-$4.0K2026-10-27
Flynn Zito Capital Management, LLC
DECREASED99,406143,881-44,475-31%$835.9K$573.6K-$262.4K2026-11-04
Advisory Advocates, LLC
INCREASED99,00396,680+2,323+2%$561.7K$571.2K+$9.5K2026-11-05
Ashton Thomas Securities, LLC
DECREASED98,195125,801-27,606-22%$730.9K$566.6K-$164.3K2026-10-26
Creative Planning
INCREASED97,70183,518+14,183+17%$485.2K$563.7K+$78.5K2026-11-02
Clear Creek Financial Management, LLC
DECREASED87,10593,252-6,147-7%$541.8K$502.6K-$39.2K2026-10-28
International Assets Investment Management, LLC
DECREASED81,03897,205-16,167-17%$565.7K$467.6K-$98.1K2026-11-02
Wealth Effects LLC
INCREASED78,74476,244+2,500+3%$443.0K$454.4K+$11.4K2026-10-23
Intrua Financial, LLC
INCREASED77,06875,880+1,188+2%$440.9K$444.7K+$3.8K2026-10-28
Patten Group, Inc.
INCREASED61,35860,028+1,330+2%$348.8K$354.0K+$5.3K2026-10-26
Sage Capital Advisors,llc
INCREASED53,60352,492+1,111+2%$305.0K$309.3K+$4.3K2026-10-13
Choreo, LLC
INCREASED52,18435,436+16,748+47%$205.9K$301.1K+$95.2K2026-10-28
MSH Capital Advisors LLC
UNCHANGED50,19050,19000%$291.6K$289.6K-$2.0K2026-11-03
Merit Financial Group, LLC
INCREASED48,77926,073+22,706+87%$151.5K$281.5K+$130.0K2026-11-06
Coquina Private Wealth LLC
DECREASED46,19758,701-12,504-21%$341.1K$266.6K-$74.5K2026-10-27
Integrity Advisory Solutions, LLC
INCREASED45,51933,153+12,366+37%$192.6K$262.6K+$70.0K2026-10-29
WealthTrust Asset Management, LLC
INCREASED44,99444,510+484+1%$258.6K$259.6K+$1.0K2026-10-22
Avior Wealth Management, LLC
UNCHANGED43,57743,57700%$253.2K$251.4K-$1.7K2026-10-13
Heritage Wealth Management, Inc.
DECREASED42,90151,825-8,924-17%$301.1K$247.5K-$53.6K2026-10-28
Samalin Investment Counsel, LLC
DECREASED42,08176,468-34,387-45%$444.3K$242.8K-$201.5K2026-10-23
NWF Advisory Services Inc.
INCREASED40,05138,549+1,502+4%$224.0K$231.1K+$7.1K2026-10-19
Decision Investments, Inc
UNCHANGED38,57038,57000%$224.1K$222.5K-$1.5K2026-10-07
Truist Financial Corp
INCREASED38,23637,276+960+3%$216.6K$220.6K+$4.0K2026-10-30
StoneX Group Inc.
NEW37,710—+37,710——$218.0K—2026-11-03
MGO One Seven LLC
INCREASED37,29829,838+7,460+25%$173.4K$215.2K+$41.9K2026-10-28
Accredited Investor Services, LLC
INCREASED33,75217,204+16,548+96%$100.0K$194.7K+$94.8K2026-10-22
David J Yvars Group
NEW33,247—+33,247——$191.8K—2026-10-09
Altus Wealth Group LLC
DECREASED31,34931,769-420-1%$184.6K$180.9K-$3.7K2026-10-20
Park Avenue Securities LLC
INCREASED29,61218,698+10,914+58%$109.0K$171-$108.8K2026-10-26
Procyon Advisors, LLC
INCREASED29,50925,157+4,352+17%$146.2K$170.3K+$24.1K2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED28,94234,018-5,076-15%$197.6K$167.0K-$30.7K2026-10-16
Vista Investment Partners II, LLC
INCREASED28,06719,525+8,542+44%$113.4K$161.9K+$48.5K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED27,77217,650+10,122+57%$102.5K$160.2K+$57.7K2026-10-08
Lanark Financial, Inc.
DECREASED27,39728,586-1,189-4%$166.1K$158.1K-$8.0K2026-10-26
Next Level Wealth Planning, LLC
UNCHANGED22,60522,60500%$131.3K$130.4K-$9042026-10-29
Integrity Alliance, Llc.
INCREASED21,85620,990+866+4%$122.0K$126.1K+$4.2K2026-10-29
Triumph Capital Management
INCREASED21,69621,146+550+3%$122.9K$125.2K+$2.3K2026-10-14
HUB Investment Partners, LLC
UNCHANGED20,76420,76400%$120.6K$119.8K-$8302026-11-03
RFG Advisory, LLC
UNCHANGED20,19320,19300%$117.3K$116.5K-$8072026-11-03
Kingswood Wealth Advisors, LLC
DECREASED20,155169,180-149,025-88%$982.9K$116.3K-$866.6K2026-10-23
Quad-Cities Investment Group, LLC
DECREASED19,85022,767-2,917-13%$132.3K$114.5K-$17.7K2026-10-16
Axxcess Wealth Management, LLC
NEW18,887—+18,887——$109.0K—2026-10-21
Golden State Wealth Management, LLC
INCREASED18,88416,174+2,710+17%$94.0K$109.0K+$15.0K2026-11-02
Cushing Capital Partners, LLC
DECREASED18,62422,031-3,407-15%$128.0K$107.5K-$20.5K2026-10-20
Manske Wealth Management
UNCHANGED18,51918,51900%$107.6K$106.9K-$7402026-10-26
Beacon Capital Management, LLC
INCREASED18,18918,184+5+0%$105.6K$105.0K-$6982026-10-23
Smith Asset Management Co., LLC
DECREASED17,94618,202-256-1%$105.8K$103.5K-$2.2K2026-10-16
CoreCap Advisors, LLC
DECREASED17,90919,796-1,887-10%$115.0K$103.3K-$11.7K2026-10-08
SAX Wealth Advisors, LLC
UNCHANGED16,76016,76000%$93.0K$96.7K+$3.7K2026-10-13
Occidental Asset Management, LLC
NEW15,642—+15,642——$90.3K—2026-11-05
Community Financial Services Group, LLC
UNCHANGED15,11815,11800%$88.0K$87.2K-$7562026-10-15
MRA Advisory Group
INCREASED15,04114,633+408+3%$85.0K$86.8K+$1.8K2026-10-07
Pinnacle Wealth Planning Services, Inc.
INCREASED15,00910,339+4,670+45%$60.1K$86.6K+$26.5K2026-10-27
Graves Light Lenhart Wealth, Inc.
UNCHANGED15,00015,00000%$87.2K$86.6K-$6002026-10-09
Three Magnolias Financial Advisors, LLC
UNCHANGED15,00015,00000%$87.2K$86.6K-$6002026-10-14
Bensler, LLC
INCREASED13,93411,019+2,915+26%$64.0K$80.4K+$16.4K2026-11-05
Facet Wealth, Inc.
NEW13,517—+13,517——$78.0K—2026-11-04
Shulman DeMeo Asset Management LLC
UNCHANGED13,34813,34800%$77.6K$77.6K$02026-10-09
Indivisible Partners
NEW12,116—+12,116——$69.9K—2026-10-26
Investment Partners, Ltd.
NEW11,604—+11,604——$67.0K—2026-10-29
Investmark Advisory Group LLC
INCREASED11,01010,710+300+3%$62.2K$63.5K+$1.3K2026-10-27
Fiduciary Alliance LLC
UNCHANGED10,89710,89700%$63.3K$62.9K-$4362026-10-13
Meridian Wealth Management, LLC
UNCHANGED10,85110,85100%$63.0K$62.6K-$4342026-11-05
M Holdings Securities, Inc.
NEW10,697—+10,697——$64—2026-11-03
Fifth Third Wealth Advisors LLC
UNCHANGED10,42510,42500%$60.6K$60.2K-$4172026-10-22
Fifth Third Bancorp
INCREASED9,8588,480+1,378+16%$49.3K$56.9K+$7.6K2026-11-05
Farther Finance Advisors, LLC
DECREASED9,07310,802-1,729-16%$62.8K$52.3K-$10.4K2026-10-08
WPG Advisers, LLC
INCREASED7,6394,747+2,892+61%$27.6K$44.1K+$16.5K2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED7,5957,59500%$45$43-$22026-11-04
Clearstead Advisors, LLC
NEW5,492—+5,492——$31.7K—2026-11-06
EverSource Wealth Advisors, LLC
NEW5,202—+5,202——$30.0K—2026-11-04
Cassaday & Co Wealth Management LLC
NEW4,280—+4,280——$24.7K—2026-10-27
Parallel Advisors, LLC
INCREASED4,1813,983+198+5%$23.1K$24.1K+$9832026-11-03
IFP Advisors, Inc
INCREASED2,9532,873+80+3%$16.7K$17.0K+$3472026-10-16
Noble Wealth Management PBC
DECREASED2,9203,420-500-15%$19.9K$16.8K-$3.0K2026-10-01
Hilltop National Bank
UNCHANGED2,8692,86900%$16.7K$16.6K-$1152026-10-14
Hoey Investments, Inc
UNCHANGED2,7452,74500%$15.9K$15.8K-$1102026-10-29
Community Bank, N.A.
UNCHANGED2,4022,40200%$14.0K$13.9K-$962026-11-06
Rossby Financial, LCC
INCREASED2,3762,374+2+0%$13.8K$13.7K-$822026-11-05
Trust Co of Vermont
NEW1,853—+1,853——$10.7K—2026-10-21
Pathway Financial Advisers, LLC
NEW1,726—+1,726——$10.0K—2026-10-27
First Pacific Financial
UNCHANGED1,4871,48700%$8.6K$8.6K-$602026-10-14
United Community Bank
DECREASED85619,588-18,732-96%$113.8K$4.9K-$108.9K2026-10-28
United Financial Planning Group LLC
UNCHANGED81981900%$4.8K$4.7K-$322026-11-04
First United Bank & Trust
UNCHANGED62762700%$3.6K$3.6K-$252026-10-22
Assetmark, Inc
DECREASED6241,122-498-44%$6.5K$3.6K-$2.9K2026-10-21
Highline Wealth Partners LLC
UNCHANGED60060000%$3.5K$3.5K-$242026-10-19
Financial Consulate, Inc
UNCHANGED50050000%$2.9K$2.9K-$202026-10-23
Signaturefd, LLC
UNCHANGED18118100%$1.1K$1.0K-$82026-10-23
Private Trust Co NA
UNCHANGED666600%$383$381-$22026-10-20
Nemes Rush Group LLC
UNCHANGED181800%$105$104-$12026-11-04
TrueMark Investments, LLC
CLOSED0134,253-134,253-100%$780.0K$0-$780.0K2026-11-05
Calamos Advisors LLC
CLOSED062,275-62,275-100%$361.8K$0-$361.8K2026-11-02
OpenArc Corporate Advisory, LLC
CLOSED027,893-27,893-100%$162.1K$0-$162.1K2026-10-21
Quantum Private Wealth, LLC
CLOSED016,715-16,715-100%$97.1K$0-$97.1K2026-10-20
Primoris Wealth Advisors, LLC
CLOSED012,376-12,376-100%$71.9K$0-$71.9K2026-10-28
Silverlake Wealth Management LLC
CLOSED011,075-11,075-100%$64.3K$0-$64.3K2026-10-21
Apollon Wealth Management, LLC
CLOSED010,433-10,433-100%$60.6K$0-$60.6K2026-10-23
Commonwealth Retirement Investments LLC
CLOSED02,400-2,400-100%$13.9K$0-$13.9K2026-10-26
AdvisorNet Financial, Inc
CLOSED02,330-2,330-100%$13.5K$0-$13.5K2026-10-15
Larson Financial Group LLC
CLOSED01,592-1,592-100%$9.3K$0-$9.3K2026-11-05
JFS Wealth Advisors, LLC
CLOSED096-96-100%$558$0-$5582026-11-03
Morgan Stanley
N/A—5,858,880-5,858,880-100%$34.0M———
Raymond James Financial Inc
N/A—4,806,233-4,806,233-100%$27.9M———
Rivernorth Capital Management, LLC
N/A—4,332,937-4,332,937-100%$25.2M———
Saba Capital Management, L.P.A
N/A—3,859,939-3,859,939-100%$22.4M———
LPL Financial LLC
N/A—3,350,925-3,350,925-100%$19.5M———
Karpus Management, Inc.
N/A—3,271,867-3,271,867-100%$19.0M———
1607 Capital Partners, LLC
N/A—2,969,478-2,969,478-100%$17.3M———
Royal Bank of Canada
N/A—2,198,363-2,198,363-100%$12.8M———
Man Group plc
N/A—2,112,762-2,112,762-100%$12.3M———
Janney Montgomery Scott LLC
N/A—1,661,308-1,661,308-100%$9.7M———
Ameriprise Financial Inc
N/A—1,557,640-1,557,640-100%$9.1M———
Guggenheim Capital LLC
N/A—1,341,706-1,341,706-100%$7.8M———
Penserra Capital Management LLC
N/A—1,299,730-1,299,730-100%$7.6M———
Quarry LP
N/A—1,046,465-1,046,465-100%$6.1M———
Wells Fargo & Company
N/A—1,004,531-1,004,531-100%$5.8M———
Almitas Capital LLC
N/A—798,342-798,342-100%$4.6M———
Osaic Holdings, Inc.
N/A—793,160-793,160-100%$4.6M———
RPO LLC
N/A—690,200-690,200-100%$4.0M———
Cohen & Steers, Inc.
N/A—645,000-645,000-100%$3.7M———
Two Sigma Investments, LP
N/A—616,604-616,604-100%$3.6M———
Cetera Investment Advisers
N/A—585,022-585,022-100%$3.4M———
Logan Stone Capital, LLC
N/A—446,990-446,990-100%$2.6M———
Private Advisor Group, LLC
N/A—377,865-377,865-100%$2.2M———
Integrated Wealth Concepts LLC
N/A—366,501-366,501-100%$2.1M———
Boothbay Fund Management, LLC
N/A—345,100-345,100-100%$2.0M———
SIT Investment Associates Inc
N/A—329,021-329,021-100%$1.9M———
Bank of America Corp
N/A—296,240-296,240-100%$1.7M———
HighTower Advisors, LLC
N/A—270,456-270,456-100%$1.6M———
UBS Group AG
N/A—258,483-258,483-100%$1.5M———
Quantedge Capital Pte Ltd
N/A—244,300-244,300-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—222,485-222,485-100%$1.3M———
CSS LLC
N/A—212,652-212,652-100%$1.2M———
Invesco Ltd.
N/A—209,862-209,862-100%$1.2M———
NewEdge Advisors, LLC
N/A—208,912-208,912-100%$1.2M———
Jane Street Group, LLC
N/A—205,822-205,822-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—193,049-193,049-100%$1.1M———
XTX Topco Ltd
N/A—166,757-166,757-100%$968.9K———
Bartlett & Co. Wealth Management LLC
N/A—159,826-159,826-100%$928.6K———
Advisors Asset Management, Inc.
N/A—144,455-144,455-100%$839.3K———
Bleakley Financial Group, LLC
N/A—143,862-143,862-100%$835.8K———
RB Capital Management, LLC
N/A—136,664-136,664-100%$794.0K———
Mariner, LLC
N/A—125,374-125,374-100%$728.4K———
Envestnet Asset Management Inc
N/A—119,554-119,554-100%$694.6K———
Stifel Financial Corp
N/A—117,220-117,220-100%$681.1K———
&partners
N/A—105,567-105,567-100%$612.3K———
Evolve Private Wealth, LLC
N/A—105,207-105,207-100%$611.3K———
Jaffetilchin Investment Partners, LLC
N/A—99,764-99,764-100%$579.6K———
Dakota Wealth Management
N/A—82,789-82,789-100%$481.0K———
Allworth Financial LP
N/A—79,437-79,437-100%$461.5K———
Susquehanna International Group, LLP
N/A—65,708-65,708-100%$381.8K———
IHT Wealth Management, LLC
N/A—59,886-59,886-100%$347.9K———
Kovack Advisors, Inc.
N/A—57,279-57,279-100%$333.0K———
HighPoint Advisor Group LLC
N/A—54,780-54,780-100%$318.3K———
Readystate Asset Management LP
N/A—54,376-54,376-100%$315.9K———
Benjamin Edwards Inc
N/A—42,075-42,075-100%$244.4K———
Principal Securities, Inc.
N/A—41,820-41,820-100%$243.0K———
AQR Capital Management LLC
N/A—40,899-40,899-100%$237.6K———
Institute for Wealth Management, Llc.
N/A—38,369-38,369-100%$222.9K———
Mercer Global Advisors Inc
N/A—34,409-34,409-100%$199.9K———
Beacon Pointe Advisors, LLC
N/A—32,893-32,893-100%$191.1K———
Captrust Financial Advisors
N/A—31,225-31,225-100%$181.4K———
Global Retirement Partners, LLC
N/A—30,524-30,524-100%$177.3K———
Baird Financial Group, Inc.
N/A—30,096-30,096-100%$174.9K———
Focus Partners Wealth
N/A—27,485-27,485-100%$159.7K———
Astoria Portfolio Advisors Llc.
N/A—27,327-27,327-100%$158.8K———
Cary Street Partners Financial LLC
N/A—25,000-25,000-100%$145.3K———
Ameritas Advisory Services, LLC
N/A—24,975-24,975-100%$145.1K———
EP Wealth Advisors, LLC
N/A—21,735-21,735-100%$126.3K———
Nomura Holdings Inc
N/A—20,000-20,000-100%$116.2K———
Ingalls & Snyder LLC
N/A—19,414-19,414-100%$113.0K———
Warner Group LLC
N/A—19,366-19,366-100%$112.5K———
Summit Financial, LLC
N/A—18,739-18,739-100%$108.9K———
Ancora Advisors LLCA
N/A—18,681-18,681-100%$108.5K———
BFC Planning, Inc.
N/A—18,023-18,023-100%$104.7K———
Millennium Management LLC
N/A—17,769-17,769-100%$103.2K———
Mendel Capital Management LLC
N/A—17,750-17,750-100%$103.1K———
Harbour Wealth Management Group, Inc.
N/A—16,495-16,495-100%$95.8K———
Stephens Inc
N/A—16,346-16,346-100%$95.0K———
HRT Financial LP
N/A—16,147-16,147-100%$93.0K———
Ameriflex Group, Inc.
N/A—16,085-16,085-100%$93.5K———
Northern Trust Corp
N/A—15,915-15,915-100%$92.5K———
Northwestern Mutual Wealth Management Co
N/A—15,800-15,800-100%$91.8K———
Stratos Wealth Partners, Ltd.
N/A—15,661-15,661-100%$91.0K———
Webster Bank, N. A.
N/A—14,933-14,933-100%$86.8K———
One Capital Management, LLC
N/A—14,915-14,915-100%$82.8K———
Concorde Asset Management, LLC
N/A—14,350-14,350-100%$83.4K———
Rockefeller Capital Management L.P.
N/A—14,293-14,293-100%$83.0K———
Resurgent Financial Advisors LLC
N/A—13,943-13,943-100%$81.0K———
PCM Encore, LLC
N/A—13,651-13,651-100%$79.3K———
FMB Wealth Management
N/A—11,719-11,719-100%$68.1K———
OneDigital Investment Advisors LLC
N/A—11,475-11,475-100%$66.7K———
CIBC Bancorp USA Inc.
N/A—11,325-11,325-100%$65.8K———
Two Sigma Securities, LLC
N/A—11,308-11,308-100%$65.7K———
Silver OAK Securities, Incorporated
N/A—11,275-11,275-100%$65.5K———
WealthShield Partners, LLC
N/A—11,148-11,148-100%$64.8K———
Crews Bank & Trust
N/A—7,142-7,142-100%$41.5K———
Nova Wealth Management, Inc.
N/A—6,363-6,363-100%$37.0K———
Harbour Investments, Inc.
N/A—6,151-6,151-100%$35.7K———
Federation des caisses Desjardins du Quebec
N/A—4,400-4,400-100%$25.6K———
Quent Capital, LLC
N/A—4,236-4,236-100%$24.6K———
Kilter Group LLC
N/A—4,000-4,000-100%$23.2K———
Colonial Trust Co / SC
N/A—3,867-3,867-100%$22.4K———
Jones Financial Companies Lllp
N/A—1,680-1,680-100%$9.6K———
Westfuller Advisors, LLC
N/A—1,661-1,661-100%$9.6K———
Bogart Wealth, LLC
N/A—1,000-1,000-100%$5.8K———
Thomas J. Herzfeld Advisors, Inc.
N/A—894-894-100%$5.2K———
Aventura Private Wealth, LLC
N/A—712-712-100%$4.1K———
Strategic Wealth Partners, Ltd.
N/A—650-650-100%$3.8K———
Arax Advisory Partners
N/A—469-469-100%$2.7K———
Roble, Belko & Company, Inc
N/A—100-100-100%$1———
Evelyn Partners Group Ltd
N/A—22-22-100%$128———
JPMorgan Chase & Co
N/A—11-11-100%$65———
UBS Asset Management Americas LLC
N/A—7-7-100%$41———
Vanguard Advisers Inc
N/A—5-5-100%$30———
Showing 244 of 244 institutions