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Horizon Kinetics Infl Benef (INFL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares320,501 from 319,322
Change+1,179 (+0%)
Value$16.1M (+$142.2K)
Filed 2026-11-02
Hilltop National Bank
INCREASED
Shares301,218 from 280,389
Change+20,829 (+7%)
Value$15.1M (+$1.1M)
Filed 2026-10-14
Diversified Management Inc
INCREASED
Shares233,623 from 224,829
Change+8,794 (+4%)
Value$11.7M (+$499.4K)
Filed 2026-10-08
Sentinel Trust Co LBA
INCREASED
Shares192,544 from 99,035
Change+93,509 (+94%)
Value$9.7K (+$4.7K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares186,438 from 155,518
Change+30,920 (+20%)
Value$9.3M (+$1.6M)
Filed 2026-11-04
Longview Financial Advisors, Inc.
DECREASED
Shares184,977 from 187,257
Change-2,280 (-1%)
Value$9.3M (-$65.0K)
Filed 2026-10-09
Pecaut & Co.
INCREASED
Shares158,935 from 152,906
Change+6,029 (+4%)
Value$8.0M (+$342.1K)
Filed 2026-10-27
Atlas Wealth Partners, LLC
INCREASED
Shares136,676 from 136,034
Change+642 (+0%)
Value$6.9M (+$67.6K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares105,143 from 103,698
Change+1,445 (+1%)
Value$5.3M (+$99.4K)
Filed 2026-10-16
Philip James Wealth Mangement, LLC
DECREASED
Shares96,784 from 98,702
Change-1,918 (-2%)
Value$4.8M (-$70.6K)
Filed 2026-10-27
Clarity Asset Management, Inc.
INCREASED
Shares85,962 from 80,190
Change+5,772 (+7%)
Value$4.3M (+$310.3K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares84,888 from 81,163
Change+3,725 (+5%)
Value$4.3M (+$207.9K)
Filed 2026-10-30
Abacus Planning Group, Inc.
INCREASED
Shares71,580 from 71,422
Change+158 (+0%)
Value$3.6M (+$26.5K)
Filed 2026-11-02
Cooper Investors PTY LTD
DECREASED
Shares67,016 from 106,357
Change-39,341 (-37%)
Value$3.4M (-$1.9M)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares66,893 from 65,088
Change+1,805 (+3%)
Value$3.4M (+$107.4K)
Filed 2026-10-14
Pekin Hardy Strauss, Inc.
DECREASED
Shares45,266 from 45,556
Change-290 (-1%)
Value$2.3M (-$2.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares44,611 from 8,244
Change+36,367 (+441%)
Value$2.2M (+$1.8M)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares42,717 from 43,294
Change-577 (-1%)
Value$2.1M (-$17.7K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
NEW
Shares42,669
Change+42,669
Value$2.1M
Filed 2026-10-16
Verdence Capital Advisors LLC
NEW
Shares40,517
Change+40,517
Value$2.0M
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares40,408 from 5,649
Change+34,759 (+615%)
Value$2.1M (+$1.8M)
Filed 2026-10-27
Lionsbridge Wealth Management LLC
DECREASED
Shares37,121 from 40,794
Change-3,673 (-9%)
Value$1.9M (-$173.6K)
Filed 2026-10-26
Compass Ion Advisors, LLC
DECREASED
Shares34,084 from 34,188
Change-104 (0%)
Value$1.7M (+$3.7K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares33,463 from 35,542
Change-2,079 (-6%)
Value$1.7K (-$1.8M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares32,364 from 30,244
Change+2,120 (+7%)
Value$1.6M (+$114.2K)
Filed 2026-10-15
Autumn Glory Partners, LLC
INCREASED
Shares31,732 from 13,623
Change+18,109 (+133%)
Value$1.6M (+$911.5K)
Filed 2026-10-26
Avalon Capital Management
NEW
Shares26,128
Change+26,128
Value$1.3M
Filed 2026-11-04
Phillips Financial Management, LLC
DECREASED
Shares20,816 from 21,756
Change-940 (-4%)
Value$1.0M (-$41.5K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares20,354 from 19,155
Change+1,199 (+6%)
Value$1.0M (+$65.1K)
Filed 2026-10-26
Straight Path Wealth Management
INCREASED
Shares19,880 from 19,080
Change+800 (+4%)
Value$996.8K (+$45.1K)
Filed 2026-10-23
Triad Investment Management
DECREASED
Shares19,198 from 19,241
Change-43 (0%)
Value$962.6K (+$2.8K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
DECREASED
Shares18,132 from 18,332
Change-200 (-1%)
Value$909.1K (-$5.3K)
Filed 2026-10-14
Trilogy Capital Inc.
UNCHANGED
Shares18,020 from 18,020
Change0 (0%)
Value$903.5K (+$4.7K)
Filed 2026-10-20
Mezzasalma Advisors, LLC
DECREASED
Shares17,023 from 17,504
Change-481 (-3%)
Value$853.5K (-$19.6K)
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
DECREASED
Shares16,556 from 18,098
Change-1,542 (-9%)
Value$830.1K (-$72.6K)
Filed 2026-10-23
One Plus One Wealth Management, LLC
NEW
Shares15,815
Change+15,815
Value$793.0K
Filed 2026-10-16
Jnba Financial Advisors
DECREASED
Shares14,876 from 15,165
Change-289 (-2%)
Value$745.9K (-$10.6K)
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares14,864 from 14,771
Change+93 (+1%)
Value$745.3K (+$8.5K)
Filed 2026-10-28
Well Done, LLC
UNCHANGED
Shares10,707 from 10,707
Change0 (0%)
Value$536.8K (+$2.8K)
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED
Shares10,633 from 9,266
Change+1,367 (+15%)
Value$533.2K (+$71.0K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares9,628 from 9,612
Change+16 (+0%)
Value$482.7K (+$3.3K)
Filed 2026-10-23
Ignite Planners, LLC
NEW
Shares8,466
Change+8,466
Value$424.5K
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares8,154 from 33,237
Change-25,083 (-75%)
Value$408.8K (-$1.2M)
Filed 2026-10-13
Macroview Investment Management LLC
INCREASED
Shares7,889 from 7,886
Change+3 (+0%)
Value$395.5K (+$2.2K)
Filed 2026-10-26
Guidance Capital, Inc
INCREASED
Shares7,289 from 6,337
Change+952 (+15%)
Value$368.2K (+$49.0K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares7,126 from 7,389
Change-263 (-4%)
Value$357.3K (-$11.3K)
Filed 2026-11-02
Compound Planning, Inc.
UNCHANGED
Shares7,048 from 7,048
Change0 (0%)
Value$353.4K (+$1.8K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares6,905 from 9,077
Change-2,172 (-24%)
Value$346.2K (-$106.5K)
Filed 2026-10-23
Corecam Pte. Ltd.
NEW
Shares6,820
Change+6,820
Value$342.0K
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares6,527 from 6,527
Change0 (0%)
Value$333.7K (-$2.0K)
Filed 2026-10-21
New England Private Wealth Advisors LLC
INCREASED
Shares5,996 from 5,988
Change+8 (+0%)
Value$300.6K (-$5.7K)
Filed 2026-10-19
Aviance Capital Partners, LLC
INCREASED
Shares5,913 from 5,910
Change+3 (+0%)
Value$296.5K (+$1.7K)
Filed 2026-10-29
E&G Advisors, LLC
INCREASED
Shares5,550 from 4,710
Change+840 (+18%)
Value$278.3K (+$43.3K)
Filed 2026-10-13
SFI Advisors, LLC
INCREASED
Shares5,067 from 5,064
Change+3 (+0%)
Value$254.1K (+$1.5K)
Filed 2026-10-30
XY Planning Network, Inc.
INCREASED
Shares4,685 from 4,190
Change+495 (+12%)
Value$234.9K (+$25.9K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares4,676 from 4,669
Change+7 (+0%)
Value$234.4K (+$1.5K)
Filed 2026-10-14
International Assets Investment Management, LLC
UNCHANGED
Shares4,407 from 4,407
Change0 (0%)
Value$221.2K (+$4.5K)
Filed 2026-11-02
KFG Wealth Management, LLC
UNCHANGED
Shares4,105 from 4,105
Change0 (0%)
Value$205.8K (+$1.1K)
Filed 2026-10-16
Manchester Capital Management LLC
INCREASED
Shares3,243 from 2,939
Change+304 (+10%)
Value$162.6K (+$16.0K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares2,147 from 750
Change+1,397 (+186%)
Value$107.7K (+$70.2K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$92.8K (+$481)
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$86.3K (+$448)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,607 from 1,607
Change0 (0%)
Value$80.6K (+$432)
Filed 2026-10-08
Larson Financial Group LLC
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$78.6K (+$407)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$45.1K (+$234)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$42.1K (+$219)
Filed 2026-10-08
US Bancorp \de\
NEW
Shares648
Change+648
Value$32.5K
Filed 2026-11-05
Acumen Wealth Advisors, LLC
NEW
Shares447
Change+447
Value$22.4K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
NEW
Shares384
Change+384
Value$19.3K
Filed 2026-11-04
Caldwell Trust Co
DECREASED
Shares250 from 251
Change-1 (0%)
Value$12.5K (+$15)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.5K (+$39)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares104
Change+104
Value$5.2K
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares100 from 50
Change+50 (+100%)
Value$5.0K (+$2.5K)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.0K (+$26)
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares56 from 157
Change-101 (-64%)
Value$2.8K (-$5.0K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares48 from 68
Change-20 (-29%)
Value$2.4K (-$933)
Filed 2026-10-08
Accordant Advisory Group Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$402 (+$2)
Filed 2026-10-29
Blue Trust, Inc.
NEW
Shares3
Change+3
Value$170
Filed 2026-10-15
Cullen T Bankers, Inc.
CLOSED
Shares0 from 117,080
Change-117,080 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-28
Perigon Wealth Management, LLC
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$349.2K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$49.9K)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares0 from 0
Change0
Value$21 ($0)
Filed 2026-10-23
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,860,173
Change-3,860,173 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,176,625
Change-1,176,625 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,091,671
Change-1,091,671 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 916,922
Change-916,922 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 503,418
Change-503,418 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 484,447
Change-484,447 (-100%)
Value—
UBS Group AG
N/A
Shares— from 460,192
Change-460,192 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 318,044
Change-318,044 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 311,549
Change-311,549 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 301,382
Change-301,382 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 299,067
Change-299,067 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 271,806
Change-271,806 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 264,151
Change-264,151 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 260,680
Change-260,680 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 253,900
Change-253,900 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 229,553
Change-229,553 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 211,977
Change-211,977 (-100%)
Value—
Pillsbury Lake Capital LLC
N/A
Shares— from 176,270
Change-176,270 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 158,665
Change-158,665 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 153,838
Change-153,838 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 145,461
Change-145,461 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 128,631
Change-128,631 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 121,404
Change-121,404 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 116,730
Change-116,730 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 103,202
Change-103,202 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 95,023
Change-95,023 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 93,395
Change-93,395 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 90,957
Change-90,957 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 89,202
Change-89,202 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 88,203
Change-88,203 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 83,058
Change-83,058 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 77,548
Change-77,548 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 76,839
Change-76,839 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 75,499
Change-75,499 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 65,780
Change-65,780 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 55,894
Change-55,894 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 53,815
Change-53,815 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 48,878
Change-48,878 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 45,084
Change-45,084 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 40,665
Change-40,665 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 39,876
Change-39,876 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,801
Change-39,801 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,528
Change-39,528 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 35,168
Change-35,168 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 34,767
Change-34,767 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 33,482
Change-33,482 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 30,414
Change-30,414 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 29,634
Change-29,634 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 27,587
Change-27,587 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 25,295
Change-25,295 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 23,195
Change-23,195 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 21,501
Change-21,501 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,457
Change-19,457 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,898
Change-17,898 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,365
Change-15,365 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 15,031
Change-15,031 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,427
Change-12,427 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 11,713
Change-11,713 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 11,194
Change-11,194 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,379
Change-9,379 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Sound Portfolio Advisors, LLC
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,508
Change-7,508 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,258
Change-7,258 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,731
Change-6,731 (-100%)
Value—
&partners
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Towle & Co
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
NBH Bank
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 641
Change-641 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 517
Change-517 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED320,501319,322+1,179+0%$15.9M$16.1M+$142.2K2026-11-02
Hilltop National Bank
INCREASED301,218280,389+20,829+7%$14.0M$15.1M+$1.1M2026-10-14
Diversified Management Inc
INCREASED233,623224,829+8,794+4%$11.2M$11.7M+$499.4K2026-10-08
Sentinel Trust Co LBA
INCREASED192,54499,035+93,509+94%$4.9K$9.7K+$4.7K2026-11-03
Kestra Investment Management, LLC
INCREASED186,438155,518+30,920+20%$7.8M$9.3M+$1.6M2026-11-04
Longview Financial Advisors, Inc.
DECREASED184,977187,257-2,280-1%$9.3M$9.3M-$65.0K2026-10-09
Pecaut & Co.
INCREASED158,935152,906+6,029+4%$7.6M$8.0M+$342.1K2026-10-27
Atlas Wealth Partners, LLC
INCREASED136,676136,034+642+0%$6.8M$6.9M+$67.6K2026-11-03
IFP Advisors, Inc
INCREASED105,143103,698+1,445+1%$5.2M$5.3M+$99.4K2026-10-16
Philip James Wealth Mangement, LLC
DECREASED96,78498,702-1,918-2%$4.9M$4.8M-$70.6K2026-10-27
Clarity Asset Management, Inc.
INCREASED85,96280,190+5,772+7%$4.0M$4.3M+$310.3K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED84,88881,163+3,725+5%$4.0M$4.3M+$207.9K2026-10-30
Abacus Planning Group, Inc.
INCREASED71,58071,422+158+0%$3.6M$3.6M+$26.5K2026-11-02
Cooper Investors PTY LTD
DECREASED67,016106,357-39,341-37%$5.3M$3.4M-$1.9M2026-10-13
Davenport & Co LLC
INCREASED66,89365,088+1,805+3%$3.2M$3.4M+$107.4K2026-10-14
Pekin Hardy Strauss, Inc.
DECREASED45,26645,556-290-1%$2.3M$2.3M-$2.7K2026-11-02
Kestra Advisory Services, LLC
INCREASED44,6118,244+36,367+441%$411.2K$2.2M+$1.8M2026-11-02
Spire Wealth Management
DECREASED42,71743,294-577-1%$2.2M$2.1M-$17.7K2026-10-30
Concurrent Investment Advisors, LLC
NEW42,669—+42,669——$2.1M—2026-10-16
Verdence Capital Advisors LLC
NEW40,517—+40,517——$2.0M—2026-10-26
Chicago Partners Investment Group LLC
INCREASED40,4085,649+34,759+615%$289.0K$2.1M+$1.8M2026-10-27
Lionsbridge Wealth Management LLC
DECREASED37,12140,794-3,673-9%$2.0M$1.9M-$173.6K2026-10-26
Compass Ion Advisors, LLC
DECREASED34,08434,188-1040%$1.7M$1.7M+$3.7K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED33,46335,542-2,079-6%$1.8M$1.7K-$1.8M2026-11-02
Atria Investments, Inc
INCREASED32,36430,244+2,120+7%$1.5M$1.6M+$114.2K2026-10-15
Autumn Glory Partners, LLC
INCREASED31,73213,623+18,109+133%$679.5K$1.6M+$911.5K2026-10-26
Avalon Capital Management
NEW26,128—+26,128——$1.3M—2026-11-04
Phillips Financial Management, LLC
DECREASED20,81621,756-940-4%$1.1M$1.0M-$41.5K2026-10-19
Oppenheimer & Co Inc
INCREASED20,35419,155+1,199+6%$955.5K$1.0M+$65.1K2026-10-26
Straight Path Wealth Management
INCREASED19,88019,080+800+4%$951.7K$996.8K+$45.1K2026-10-23
Triad Investment Management
DECREASED19,19819,241-430%$959.7K$962.6K+$2.8K2026-10-13
Baker Ellis Asset Management LLC
DECREASED18,13218,332-200-1%$914.4K$909.1K-$5.3K2026-10-14
Trilogy Capital Inc.
UNCHANGED18,02018,02000%$898.8K$903.5K+$4.7K2026-10-20
Mezzasalma Advisors, LLC
DECREASED17,02317,504-481-3%$873.1K$853.5K-$19.6K2026-10-14
Bright Futures Wealth Management, Llc.
DECREASED16,55618,098-1,542-9%$902.7K$830.1K-$72.6K2026-10-23
One Plus One Wealth Management, LLC
NEW15,815—+15,815——$793.0K—2026-10-16
Jnba Financial Advisors
DECREASED14,87615,165-289-2%$756.4K$745.9K-$10.6K2026-11-03
Parsons Capital Management Inc
INCREASED14,86414,771+93+1%$736.8K$745.3K+$8.5K2026-10-28
Well Done, LLC
UNCHANGED10,70710,70700%$534.1K$536.8K+$2.8K2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED10,6339,266+1,367+15%$462.2K$533.2K+$71.0K2026-10-19
Evanson Financial, LLC
INCREASED9,6289,612+16+0%$479.5K$482.7K+$3.3K2026-10-23
Ignite Planners, LLC
NEW8,466—+8,466——$424.5K—2026-10-14
Independent Financial Group, LLC
DECREASED8,15433,237-25,083-75%$1.7M$408.8K-$1.2M2026-10-13
Macroview Investment Management LLC
INCREASED7,8897,886+3+0%$393.4K$395.5K+$2.2K2026-10-26
Guidance Capital, Inc
INCREASED7,2896,337+952+15%$319.2K$368.2K+$49.0K2026-11-03
Creative Planning
DECREASED7,1267,389-263-4%$368.6K$357.3K-$11.3K2026-11-02
Compound Planning, Inc.
UNCHANGED7,0487,04800%$351.5K$353.4K+$1.8K2026-11-05
Sigma Planning Corp
DECREASED6,9059,077-2,172-24%$452.8K$346.2K-$106.5K2026-10-23
Corecam Pte. Ltd.
NEW6,820—+6,820——$342.0K—2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED6,5276,52700%$335.7K$333.7K-$2.0K2026-10-21
New England Private Wealth Advisors LLC
INCREASED5,9965,988+8+0%$306.4K$300.6K-$5.7K2026-10-19
Aviance Capital Partners, LLC
INCREASED5,9135,910+3+0%$294.8K$296.5K+$1.7K2026-10-29
E&G Advisors, LLC
INCREASED5,5504,710+840+18%$234.9K$278.3K+$43.3K2026-10-13
SFI Advisors, LLC
INCREASED5,0675,064+3+0%$252.6K$254.1K+$1.5K2026-10-30
XY Planning Network, Inc.
INCREASED4,6854,190+495+12%$209.0K$234.9K+$25.9K2026-10-14
Focus Financial Network, Inc.
INCREASED4,6764,669+7+0%$232.9K$234.4K+$1.5K2026-10-14
International Assets Investment Management, LLC
UNCHANGED4,4074,40700%$216.6K$221.2K+$4.5K2026-11-02
KFG Wealth Management, LLC
UNCHANGED4,1054,10500%$204.8K$205.8K+$1.1K2026-10-16
Manchester Capital Management LLC
INCREASED3,2432,939+304+10%$146.6K$162.6K+$16.0K2026-10-22
Private Trust Co NA
INCREASED2,147750+1,397+186%$37.4K$107.7K+$70.2K2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED1,8501,85000%$92.3K$92.8K+$4812026-10-29
Fifth Third Bancorp
UNCHANGED1,7221,72200%$85.9K$86.3K+$4482026-11-05
Farther Finance Advisors, LLC
UNCHANGED1,6071,60700%$80.1K$80.6K+$4322026-10-08
Larson Financial Group LLC
UNCHANGED1,5671,56700%$78.2K$78.6K+$4072026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED90090000%$44.9K$45.1K+$2342026-11-04
Gamma Investing LLC
UNCHANGED84084000%$41.9K$42.1K+$2192026-10-08
US Bancorp \de\
NEW648—+648——$32.5K—2026-11-05
Acumen Wealth Advisors, LLC
NEW447—+447——$22.4K—2026-11-05
EverSource Wealth Advisors, LLC
NEW384—+384——$19.3K—2026-11-04
Caldwell Trust Co
DECREASED250251-10%$12.5K$12.5K+$152026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED15015000%$7.5K$7.5K+$392026-10-23
Foresight Capital Management Advisors, Inc.
NEW104—+104——$5.2K—2026-10-27
Parallel Advisors, LLC
INCREASED10050+50+100%$2.5K$5.0K+$2.5K2026-11-03
Lanark Financial, Inc.
UNCHANGED10010000%$5.0K$5.0K+$262026-10-26
Simplex Trading, LLC
DECREASED56157-101-64%$7.8K$2.8K-$5.0K2026-11-04
CoreCap Advisors, LLC
DECREASED4868-20-29%$3.4K$2.4K-$9332026-10-08
Accordant Advisory Group Inc
UNCHANGED8800%$400$402+$22026-10-29
Blue Trust, Inc.
NEW3—+3——$170—2026-10-15
Cullen T Bankers, Inc.
CLOSED0117,080-117,080-100%$5.8M$0-$5.8M2026-10-28
Perigon Wealth Management, LLC
CLOSED07,000-7,000-100%$349.2K$0-$349.2K2026-10-22
Salem Investment Counselors Inc
CLOSED01,000-1,000-100%$49.9K$0-$49.9K2026-10-13
Signaturefd, LLC
UNCHANGED000—$21$21$02026-10-23
Oxford Financial Group, Ltd. LLC
N/A—3,860,173-3,860,173-100%$192.5M———
Wells Fargo & Company
N/A—1,176,625-1,176,625-100%$58.7M———
LPL Financial LLC
N/A—1,091,671-1,091,671-100%$54.5M———
Royal Bank of Canada
N/A—916,922-916,922-100%$45.7M———
Rockefeller Capital Management L.P.
N/A—503,418-503,418-100%$25.1M———
One Charles Private Wealth Services, LLC
N/A—484,447-484,447-100%$24.2M———
UBS Group AG
N/A—460,192-460,192-100%$23.0M———
First Foundation Advisors
N/A—318,044-318,044-100%$15.9M———
Envestnet Asset Management Inc
N/A—311,549-311,549-100%$15.5M———
Captrust Financial Advisors
N/A—301,382-301,382-100%$15.0M———
Janney Montgomery Scott LLC
N/A—299,067-299,067-100%$14.9M———
MAI Capital Management
N/A—271,806-271,806-100%$13.6M———
Raymond James Financial Inc
N/A—264,151-264,151-100%$13.2M———
Coastal Bridge Advisors, LLC
N/A—260,680-260,680-100%$13.0M———
Aptus Capital Advisors, LLC
N/A—253,900-253,900-100%$12.7M———
Private Advisor Group, LLC
N/A—229,553-229,553-100%$11.5M———
Focus Partners Wealth
N/A—211,977-211,977-100%$10.6M———
Pillsbury Lake Capital LLC
N/A—176,270-176,270-100%$5.8M———
Independent Family Office, LLC
N/A—158,665-158,665-100%$7.9M———
NCM Capital Management, LLC
N/A—153,838-153,838-100%$7.7M———
HighTower Advisors, LLC
N/A—145,461-145,461-100%$7.3M———
Guardian Wealth Advisors, LLC / NC
N/A—128,631-128,631-100%$6.4M———
Moors & Cabot, Inc.
N/A—121,404-121,404-100%$6.1M———
Waterloo Capital, L.P.
N/A—116,730-116,730-100%$5.8M———
Stifel Financial Corp
N/A—103,202-103,202-100%$5.1M———
SCS Capital Management LLC
N/A—95,023-95,023-100%$4.7M———
Essex Financial Services, Inc.
N/A—93,395-93,395-100%$4.7M———
Horizon Kinetics Asset Management LLC
N/A—90,957-90,957-100%$4.5M———
EagleClaw Capital Managment, LLC
N/A—89,202-89,202-100%$4.4M———
NewEdge Wealth, LLC
N/A—88,203-88,203-100%$4.4M———
Intrepid Family Office LLC
N/A—85,000-85,000-100%$4.2M———
Susquehanna International Group, LLP
N/A—83,058-83,058-100%$4.1M———
OneDigital Investment Advisors LLC
N/A—77,548-77,548-100%$3.9M———
Sanctuary Advisors, LLC
N/A—76,839-76,839-100%$3.8M———
Baird Financial Group, Inc.
N/A—75,499-75,499-100%$3.8M———
Osaic Holdings, Inc.
N/A—65,780-65,780-100%$3.3M———
Advisory Services Network, LLC
N/A—55,894-55,894-100%$2.8M———
Steward Partners Investment Advisory, LLC
N/A—53,815-53,815-100%$2.7M———
Flow Traders U.S. LLC
N/A—48,878-48,878-100%$2.4M———
Ausdal Financial Partners, Inc.
N/A—45,084-45,084-100%$2.2M———
Morgan Stanley
N/A—40,665-40,665-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—39,876-39,876-100%$2.0M———
Cerity Partners LLC
N/A—39,801-39,801-100%$2.0M———
JPMorgan Chase & Co
N/A—39,528-39,528-100%$1.9M———
D. E. Shaw & Co., Inc.
N/A—35,168-35,168-100%$1.8M———
Beacon Pointe Advisors, LLC
N/A—34,767-34,767-100%$1.7M———
Magnolia Private Wealth, LLC
N/A—33,482-33,482-100%$1.7M———
Meridian Wealth Advisors, LLC
N/A—30,414-30,414-100%$1.5M———
Cresset Asset Management, LLC
N/A—29,634-29,634-100%$1.5M———
Requisite Capital Management, LLC
N/A—27,587-27,587-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—25,295-25,295-100%$1.3M———
Waverly Advisors, LLC
N/A—23,195-23,195-100%$1.2M———
Wealthspire Advisors, LLC
N/A—21,501-21,501-100%$1.1M———
Laffer Tengler Investments, Inc.
N/A—20,000-20,000-100%$997.6K———
Old Mission Capital LLC
N/A—19,457-19,457-100%$970.5K———
Jane Street Group, LLC
N/A—17,898-17,898-100%$892.8K———
King Luther Capital Management Corp
N/A—16,500-16,500-100%$823.0K———
Bank of America Corp
N/A—15,500-15,500-100%$773.1K———
Cetera Investment Advisers
N/A—15,365-15,365-100%$766.4K———
Cornerstone Advisors Asset Management, LLC
N/A—15,031-15,031-100%$749.7K———
Ingalls & Snyder LLC
N/A—14,469-14,469-100%$722.0K———
NewEdge Advisors, LLC
N/A—12,427-12,427-100%$619.9K———
Copia Wealth Management
N/A—11,713-11,713-100%$584.2K———
Smith, Moore & Co.
N/A—11,194-11,194-100%$558.4K———
HRT Financial LP
N/A—11,030-11,030-100%$550.0K———
Savvy Advisors, Inc.
N/A—10,388-10,388-100%$518.2K———
Two Sigma Securities, LLC
N/A—10,000-10,000-100%$498.8K———
Garrison Point Advisors, LLC
N/A—9,379-9,379-100%$467.8K———
LM Advisors LLC
N/A—8,860-8,860-100%$442.0K———
Proficio Capital Partners LLC
N/A—8,770-8,770-100%$437.4K———
Sound Portfolio Advisors, LLC
N/A—8,650-8,650-100%$431.5K———
IKE Capital, LLC
N/A—8,566-8,566-100%$427.3K———
CIBC World Market Inc.
N/A—7,727-7,727-100%$385.4K———
Qube Research & Technologies Ltd
N/A—7,680-7,680-100%$383.1K———
Auxano Advisors, LLC
N/A—7,536-7,536-100%$375.9K———
PNC Financial Services Group, Inc.
N/A—7,508-7,508-100%$374.5K———
Arax Advisory Partners
N/A—7,258-7,258-100%$362.0K———
Destination Wealth Management
N/A—7,240-7,240-100%$361.1K———
Financial Engines Advisors L.L.C.
N/A—6,731-6,731-100%$335.7K———
&partners
N/A—6,550-6,550-100%$326.7K———
Hutchinson Capital Management
N/A—5,000-5,000-100%$249.4K———
Towle & Co
N/A—4,874-4,874-100%$243.1K———
Scotia Capital Inc.
N/A—4,870-4,870-100%$242.9K———
Leavell Investment Management, Inc.
N/A—4,801-4,801-100%$239.5K———
Ritholtz Wealth Management
N/A—4,617-4,617-100%$230.3K———
Mariner, LLC
N/A—4,605-4,605-100%$229.7K———
MML Investors Services, LLC
N/A—4,560-4,560-100%$227.5K———
Bank of Montreal
N/A—4,377-4,377-100%$218.3K———
Northwestern Mutual Wealth Management Co
N/A—3,239-3,239-100%$161.6K———
Ameriflex Group, Inc.
N/A—2,389-2,389-100%$119.2K———
NBH Bank
N/A—1,433-1,433-100%$71.5K———
Jones Financial Companies Lllp
N/A—1,355-1,355-100%$66.2K———
Mark Sheptoff Financial Planning, LLC
N/A—747-747-100%$37.3K———
Evelyn Partners Group Ltd
N/A—641-641-100%$32.0K———
Strategic Investment Solutions, Inc.
N/A—517-517-100%$25.8K———
Winthrop Capital Management, LLC
N/A—187-187-100%$9———
Godfrey Financial Associates, Inc.
N/A—154-154-100%$7.7K———
AE Wealth Management LLC
N/A—141-141-100%$7.0K———
Ameritas Advisory Services, LLC
N/A—69-69-100%$3.5K———
Smartleaf Asset Management LLC
N/A—31-31-100%$1.6K———
Global Retirement Partners, LLC
N/A—27-27-100%$1.4K———
Allworth Financial LP
N/A—13-13-100%$640———
Showing 184 of 184 institutions