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Imgp DBI Managed Futures STR (DBMF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares23,165,877 from 21,263,572
Change+1,902,305 (+9%)
Value$753.6M (+$102.7M)
Filed 2026-11-06
Parcion Private Wealth LLC
DECREASED
Shares1,502,095 from 1,511,668
Change-9,573 (-1%)
Value$48.9M (+$2.6M)
Filed 2026-10-28
Cardinal Point Capital Management ULC
INCREASED
Shares1,299,469 from 1,257,839
Change+41,630 (+3%)
Value$42.3M (+$3.8M)
Filed 2026-10-21
Goldstein Advisors, LLC
INCREASED
Shares1,086,053 from 1,078,914
Change+7,139 (+1%)
Value$35.3M (+$2.3M)
Filed 2026-10-15
Edge Wealth Management LLC
DECREASED
Shares1,062,702 from 1,064,312
Change-1,610 (0%)
Value$34.7M (+$2.1M)
Filed 2026-10-13
New York Life Investment Management LLC
INCREASED
Shares1,060,522 from 968,970
Change+91,552 (+9%)
Value$34.5M (+$4.8M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares983,562 from 955,584
Change+27,978 (+3%)
Value$32.0M (+$2.7M)
Filed 2026-10-08
Savant Capital, LLC
DECREASED
Shares936,626 from 953,743
Change-17,117 (-2%)
Value$30.5M (+$1.3M)
Filed 2026-11-06
Rockland Trust Co
INCREASED
Shares762,695 from 695,808
Change+66,887 (+10%)
Value$24.8M (+$3.5M)
Filed 2026-10-05
Commonwealth Equity Services, LLC
INCREASED
Shares755,961 from 680,379
Change+75,582 (+11%)
Value$24.6M (+$3.8M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares695,062 from 760,768
Change-65,706 (-9%)
Value$22.6M (-$676.7K)
Filed 2026-10-16
Strategic Planning Group, LLC
NEW
Shares650,230
Change+650,230
Value$21.2M
Filed 2026-10-22
Fortitude Family Office, LLC
INCREASED
Shares593,778 from 552,973
Change+40,805 (+7%)
Value$19.3M (+$2.4M)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares592,999 from 504,693
Change+88,306 (+18%)
Value$19.3M (+$3.8M)
Filed 2026-11-06
Sage Private Wealth Group, LLC
INCREASED
Shares544,306 from 534,485
Change+9,821 (+2%)
Value$17.7M (+$1.3M)
Filed 2026-10-21
IAG Wealth Partners, LLC
DECREASED
Shares508,773 from 511,925
Change-3,152 (-1%)
Value$16.6M (+$880.4K)
Filed 2026-11-06
Austin Wealth Management, LLC
INCREASED
Shares490,779 from 478,909
Change+11,870 (+2%)
Value$16.2M (+$1.4M)
Filed 2026-11-06
Prentice Wealth Management LLC
INCREASED
Shares463,970 from 453,578
Change+10,392 (+2%)
Value$15.1M (+$1.2M)
Filed 2026-10-20
ALM First Financial Advisors, LLC
UNCHANGED
Shares452,775 from 452,775
Change0 (0%)
Value$5.6M (-$8.3M)
Filed 2026-10-13
Hengehold Capital Management LLC
INCREASED
Shares425,981 from 411,429
Change+14,552 (+4%)
Value$13.9M (+$1.3M)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares409,061 from 14,671
Change+394,390 (+2688%)
Value$13.3M (+$12.9M)
Filed 2026-11-05
Professional Financial Advisors, LLC
INCREASED
Shares352,142 from 335,666
Change+16,476 (+5%)
Value$11.5M (+$1.2M)
Filed 2026-10-13
A&I Financial Services, LLC
DECREASED
Shares350,746 from 353,455
Change-2,709 (-1%)
Value$11.4M (+$590.5K)
Filed 2026-10-15
Leelyn Smith, LLC
INCREASED
Shares335,473 from 310,003
Change+25,470 (+8%)
Value$10.9M (+$1.4M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares329,969 from 313,579
Change+16,390 (+5%)
Value$10.7M (+$1.1M)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares315,097
Change+315,097
Value$10.3M
Filed 2026-10-26
Deane Retirement Strategies, Inc.
NEW
Shares311,207
Change+311,207
Value$10.1M
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares289,435 from 210,816
Change+78,619 (+37%)
Value$9.4K (-$6.4M)
Filed 2026-11-02
R. W. Roge & Company, Inc.
INCREASED
Shares279,263 from 107,098
Change+172,165 (+161%)
Value$9.1K (-$3.3M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares277,674 from 48,386
Change+229,288 (+474%)
Value$9.0M (+$7.6M)
Filed 2026-11-02
LS Investment Advisors, LLC
INCREASED
Shares246,950 from 216,670
Change+30,280 (+14%)
Value$8.0M (+$1.4M)
Filed 2026-10-13
FMA Wealth Management, LLC
INCREASED
Shares242,617 from 240,522
Change+2,095 (+1%)
Value$7.9M (+$530.0K)
Filed 2026-10-21
Sentinel Trust Co LBA
INCREASED
Shares241,677 from 162,287
Change+79,390 (+49%)
Value$7.9K (+$2.9K)
Filed 2026-11-03
Valmark Advisers, Inc.
INCREASED
Shares238,731 from 234,002
Change+4,729 (+2%)
Value$7.8M (+$603.1K)
Filed 2026-11-06
Gainline Financial Partners, LLC
INCREASED
Shares238,269 from 195,951
Change+42,318 (+22%)
Value$7.8M (+$1.8M)
Filed 2026-10-15
Upper Left Wealth Management, LLC
INCREASED
Shares232,932 from 213,173
Change+19,759 (+9%)
Value$7.6M (+$1.1M)
Filed 2026-10-14
Innova Wealth Partners
INCREASED
Shares229,647 from 206,423
Change+23,224 (+11%)
Value$7.5M (+$1.2M)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares216,170 from 238,206
Change-22,036 (-9%)
Value$7.0M (-$259.5K)
Filed 2026-11-04
Independence Wealth Advisors, LLC
NEW
Shares210,799
Change+210,799
Value$6.9M
Filed 2026-10-29
Fermata Advisors, LLC
INCREASED
Shares203,341 from 193,737
Change+9,604 (+5%)
Value$6.6M (+$684.4K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares199,895 from 175,093
Change+24,802 (+14%)
Value$6.5M (+$1.1M)
Filed 2026-10-08
Longview Financial Advisors, Inc.
INCREASED
Shares185,569 from 181,207
Change+4,362 (+2%)
Value$6.0M (+$490.0K)
Filed 2026-10-09
Optima Capital LLC
NEW
Shares175,821
Change+175,821
Value$5.7M
Filed 2026-10-29
Entrewealth, LLC
INCREASED
Shares168,861 from 150,140
Change+18,721 (+12%)
Value$5.5M (+$847.7K)
Filed 2026-10-14
Beacon Capital Management, Inc.
INCREASED
Shares168,585 from 166,801
Change+1,784 (+1%)
Value$5.5M (+$378.3K)
Filed 2026-10-13
Elyxium Wealth, LLC
INCREASED
Shares162,565 from 153,596
Change+8,969 (+6%)
Value$5.3M (+$586.7K)
Filed 2026-10-27
Kroeger Financial Partners
INCREASED
Shares156,749 from 156,208
Change+541 (+0%)
Value$5.1M (+$317.5K)
Filed 2026-10-19
Trademark Financial Management, LLC
INCREASED
Shares156,466 from 135,356
Change+21,110 (+16%)
Value$5.1M (+$946.6K)
Filed 2026-10-23
Rubicon Advisors, GP
INCREASED
Shares151,289 from 137,009
Change+14,280 (+10%)
Value$4.9M (+$727.6K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares150,177 from 53,954
Change+96,223 (+178%)
Value$4.9M (+$3.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares150,177 from 53,954
Change+96,223 (+178%)
Value$4.9M (+$3.2M)
Filed 2026-10-20
Live Oak Investment Partners
INCREASED
Shares149,893 from 148,674
Change+1,219 (+1%)
Value$4.9M (+$325.1K)
Filed 2026-10-23
Avestar Capital, LLC
DECREASED
Shares145,777 from 147,007
Change-1,230 (-1%)
Value$4.7M (+$242.2K)
Filed 2026-10-28
Compass Financial Management LLC
NEW
Shares136,836
Change+136,836
Value$4.5M
Filed 2026-10-30
Arwa LLC
INCREASED
Shares134,232 from 111,671
Change+22,561 (+20%)
Value$4.5M (+$1.0M)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares127,945 from 105,888
Change+22,057 (+21%)
Value$4.2M (+$920.8K)
Filed 2026-10-15
Aspiriant, LLC
INCREASED
Shares126,749 from 123,644
Change+3,105 (+3%)
Value$4.1M (+$338.4K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares123,737 from 47,526
Change+76,211 (+160%)
Value$4.0M (+$2.6M)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares111,348 from 108,060
Change+3,288 (+3%)
Value$3.6M (+$314.4K)
Filed 2026-10-28
Client First Capital LLC
NEW
Shares111,279
Change+111,279
Value$3.6M
Filed 2026-10-22
Fairman Group, LLC
INCREASED
Shares110,764 from 105,300
Change+5,464 (+5%)
Value$3.6M (+$379.9K)
Filed 2026-10-26
ATX Financial Planning, LLC
INCREASED
Shares108,337 from 90,085
Change+18,252 (+20%)
Value$3.5M (+$766.7K)
Filed 2026-10-14
Exchange Traded Concepts, LLC
INCREASED
Shares105,374 from 100,229
Change+5,145 (+5%)
Value$3.4M (+$359.8K)
Filed 2026-10-28
Altiora Financial Group, LLC
DECREASED
Shares102,965 from 133,389
Change-30,424 (-23%)
Value$3.3M (-$733.6K)
Filed 2026-11-04
MKD Wealth Coaches, LLC
INCREASED
Shares102,663 from 100,670
Change+1,993 (+2%)
Value$3.3M (+$258.1K)
Filed 2026-10-09
Sound Financial Strategies Group, LLC
DECREASED
Shares101,420 from 101,525
Change-105 (0%)
Value$3.3M (+$191.5K)
Filed 2026-10-30
Cooper Financial Group
NEW
Shares99,685
Change+99,685
Value$3.2M
Filed 2026-10-07
Greenwood Capital Associates LLC
INCREASED
Shares96,776 from 80,170
Change+16,606 (+21%)
Value$3.1M (+$694.1K)
Filed 2026-10-27
Twelve Points Wealth Management LLC
INCREASED
Shares96,658 from 83,866
Change+12,792 (+15%)
Value$3.1M (+$569.4K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares96,247 from 72,628
Change+23,619 (+33%)
Value$3.1M (+$900.3K)
Filed 2026-11-04
Clarity Asset Management, Inc.
INCREASED
Shares94,171 from 92,844
Change+1,327 (+1%)
Value$3.1M (+$221.5K)
Filed 2026-10-14
Good Steward Wealth Advisors,LLC
INCREASED
Shares92,844 from 88,492
Change+4,352 (+5%)
Value$3.0M (+$311.5K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares91,244 from 54,104
Change+37,140 (+69%)
Value$3.0M (+$1.3M)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares85,686 from 13,516
Change+72,170 (+534%)
Value$2.8M (+$2.4M)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares84,530 from 78,326
Change+6,204 (+8%)
Value$2.7M (+$352.2K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares84,025 from 31,988
Change+52,037 (+163%)
Value$2.7M (+$1.8M)
Filed 2026-10-26
Guardian Capital, LLC
INCREASED
Shares83,916 from 30,828
Change+53,088 (+172%)
Value$2.7M (+$1.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares83,030 from 20,763
Change+62,267 (+300%)
Value$2.7M (+$2.1M)
Filed 2026-10-13
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares79,588 from 66,783
Change+12,805 (+19%)
Value$2.6M (+$544.8K)
Filed 2026-10-26
Encompass More Asset Management
INCREASED
Shares76,905 from 7,468
Change+69,437 (+930%)
Value$2.5M (+$2.3M)
Filed 2026-10-16
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares74,824
Change+74,824
Value$2.4M
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares74,822 from 85,308
Change-10,486 (-12%)
Value$2.4M (-$177.3K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares72,003 from 60,232
Change+11,771 (+20%)
Value$2.3M (+$498.6K)
Filed 2026-10-01
Creative Financial Designs Inc
NEW
Shares71,684
Change+71,684
Value$2.3M
Filed 2026-11-04
Stone Wealth Partners
NEW
Shares67,316
Change+67,316
Value$2.2M
Filed 2026-11-05
Worth Asset Management, LLC
INCREASED
Shares67,102 from 49,825
Change+17,277 (+35%)
Value$2.2M (+$657.7K)
Filed 2026-10-07
Optivise Advisory Services LLC
INCREASED
Shares65,352 from 47,262
Change+18,090 (+38%)
Value$2.1M (+$679.2K)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
NEW
Shares62,802
Change+62,802
Value$2.0M
Filed 2026-10-08
MBL Wealth, LLC
INCREASED
Shares62,448 from 51,501
Change+10,947 (+21%)
Value$2.0M (+$455.0K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
INCREASED
Shares59,514 from 44,853
Change+14,661 (+33%)
Value$1.9M (+$563.0K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares58,632
Change+58,632
Value$1.9M
Filed 2026-10-14
E&G Advisors, LLC
DECREASED
Shares58,612 from 58,637
Change-25 (0%)
Value$1.9M (+$111.8K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares54,859 from 8,590
Change+46,269 (+539%)
Value$1.8M (+$1.5M)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares53,731 from 46,635
Change+7,096 (+15%)
Value$1.7M (+$320.4K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares53,044 from 42,641
Change+10,403 (+24%)
Value$1.7M (+$420.3K)
Filed 2026-10-20
Whalen Wealth Management Inc.
NEW
Shares52,537
Change+52,537
Value$1.7M
Filed 2026-10-08
Columbus Macro, LLC
INCREASED
Shares51,874 from 50,223
Change+1,651 (+3%)
Value$1.7M (+$150.1K)
Filed 2026-10-14
Meridian Wealth Management, LLC
INCREASED
Shares49,055 from 33,805
Change+15,250 (+45%)
Value$1.6M (+$561.0K)
Filed 2026-11-05
Claro Advisors Inc.
INCREASED
Shares48,806 from 22,460
Change+26,346 (+117%)
Value$1.6M (+$900.2K)
Filed 2026-11-02
Dahring | Cusmano LLC
INCREASED
Shares48,643 from 16,678
Change+31,965 (+192%)
Value$1.6M (+$1.1M)
Filed 2026-11-03
Lighthouse Wealth Management Inc.
INCREASED
Shares48,332 from 42,246
Change+6,086 (+14%)
Value$1.6M (+$279.1K)
Filed 2026-10-13
Congress Asset Management Co
DECREASED
Shares48,151 from 50,625
Change-2,474 (-5%)
Value$1.6M (+$16.7K)
Filed 2026-10-06
Money Concepts Capital Corp
INCREASED
Shares48,048 from 44,967
Change+3,081 (+7%)
Value$1.6M (+$186.6K)
Filed 2026-11-06
Level Four Advisory Services, LLC
INCREASED
Shares45,113 from 13,494
Change+31,619 (+234%)
Value$1.5M (+$1.1M)
Filed 2026-11-06
Abbington Investment Group
INCREASED
Shares44,595 from 29,727
Change+14,868 (+50%)
Value$1.5M (+$540.7K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED
Shares44,062 from 45,658
Change-1,596 (-3%)
Value$1.4M (+$35.7K)
Filed 2026-10-16
4J Wealth Management LLC
INCREASED
Shares42,375 from 30,723
Change+11,652 (+38%)
Value$1.4M (+$438.0K)
Filed 2026-11-02
Patten Group, Inc.
NEW
Shares42,364
Change+42,364
Value$1.4M
Filed 2026-10-26
Thrivent Financial for Lutherans
NEW
Shares39,618
Change+39,618
Value$1.3K
Filed 2026-11-05
City Center Advisors, LLC
INCREASED
Shares37,667 from 27,008
Change+10,659 (+39%)
Value$1.2M (+$398.6K)
Filed 2026-10-08
Independent Financial Group, LLC
INCREASED
Shares37,041 from 26,749
Change+10,292 (+38%)
Value$1.2M (+$386.2K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares36,692 from 34,580
Change+2,112 (+6%)
Value$1.2M (+$135.1K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares36,025 from 34,358
Change+1,667 (+5%)
Value$1.2M (+$120.2K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares35,001 from 10,748
Change+24,253 (+226%)
Value$1.1M (+$809.6K)
Filed 2026-10-20
Bellecapital International Ltd.
INCREASED
Shares34,881 from 16,291
Change+18,590 (+114%)
Value$1.1M (+$636.0K)
Filed 2026-10-21
Thor Investment Management Inc
INCREASED
Shares32,995 from 32,744
Change+251 (+1%)
Value$1.1M (+$71.0K)
Filed 2026-10-13
KOM Wealth Management Group, LLC
NEW
Shares31,902
Change+31,902
Value$1.0M
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares31,766 from 14,750
Change+17,016 (+115%)
Value$1.0M (+$580.7K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares31,131 from 29,731
Change+1,400 (+5%)
Value$1.0M (+$102.6K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares30,985 from 30,571
Change+414 (+1%)
Value$1.0M (+$72.2K)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares30,754
Change+30,754
Value$1.0M
Filed 2026-10-28
Trilogy Capital Inc.
DECREASED
Shares29,193 from 29,787
Change-594 (-2%)
Value$949.7K (+$37.9K)
Filed 2026-10-20
Blueprint Investment Partners LLC
DECREASED
Shares28,588 from 28,961
Change-373 (-1%)
Value$930.0K (+$43.5K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares28,588 from 28,961
Change-373 (-1%)
Value$930.0K (+$43.5K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares28,320 from 28,713
Change-393 (-1%)
Value$921.3K (+$42.4K)
Filed 2026-11-04
Investment Partners, Ltd.
NEW
Shares28,118
Change+28,118
Value$914.7K
Filed 2026-10-29
Synergy Asset Management, LLC
NEW
Shares26,889
Change+26,889
Value$874.7K
Filed 2026-11-05
Retirement Financial Solutions, LLC
INCREASED
Shares26,523 from 25,096
Change+1,427 (+6%)
Value$862.8K (+$94.6K)
Filed 2026-10-20
Beam Wealth Advisors, Inc.
DECREASED
Shares25,288 from 25,447
Change-159 (-1%)
Value$822.6K (+$43.7K)
Filed 2026-11-03
Stirlingshire Investments, Inc.
INCREASED
Shares25,198 from 10,278
Change+14,920 (+145%)
Value$819.7K (+$505.1K)
Filed 2026-11-05
First Growth Capital LLC
INCREASED
Shares24,993 from 24,171
Change+822 (+3%)
Value$813.0K (+$73.2K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares23,927 from 22,769
Change+1,158 (+5%)
Value$778.4K (+$81.4K)
Filed 2026-11-02
Advisor Resource Council
INCREASED
Shares23,555 from 11,732
Change+11,823 (+101%)
Value$780.4K (+$420.8K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares23,194 from 27,181
Change-3,987 (-15%)
Value$754.5K (-$71.0K)
Filed 2026-10-13
AmeriServ Wealth Advisors
DECREASED
Shares22,877 from 25,846
Change-2,969 (-11%)
Value$744.2K (-$47.0K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares21,172 from 19,719
Change+1,453 (+7%)
Value$688.7K (+$85.1K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares20,715 from 19,296
Change+1,419 (+7%)
Value$674 (-$590.3K)
Filed 2026-10-22
Frontier Asset Management, LLC
DECREASED
Shares20,511 from 22,538
Change-2,027 (-9%)
Value$667.2K (-$22.7K)
Filed 2026-10-28
Ares Financial Consulting, LLC
DECREASED
Shares19,930 from 22,547
Change-2,617 (-12%)
Value$648.3K (-$41.9K)
Filed 2026-10-19
Andina Capital Management, LLC
NEW
Shares19,812
Change+19,812
Value$644.5K
Filed 2026-10-21
D'Orazio & Associates, Inc.
INCREASED
Shares19,653 from 11,765
Change+7,888 (+67%)
Value$639.3K (+$279.2K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares19,319 from 18,951
Change+368 (+2%)
Value$628.4K (+$48.4K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares18,212 from 16,506
Change+1,706 (+10%)
Value$592.4K (+$87.2K)
Filed 2026-10-16
Frankly Finances, LLC
INCREASED
Shares17,192 from 15,440
Change+1,752 (+11%)
Value$559.3K (+$86.6K)
Filed 2026-10-28
Summit Global Investments
INCREASED
Shares17,145 from 14,481
Change+2,664 (+18%)
Value$558 (-$442.4K)
Filed 2026-10-28
Ryan Investment Management, Inc.
INCREASED
Shares16,715 from 15,755
Change+960 (+6%)
Value$543.7K (+$61.5K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares16,659 from 11,890
Change+4,769 (+40%)
Value$541.9K (+$178.0K)
Filed 2026-10-14
Choreo, LLC
NEW
Shares16,462
Change+16,462
Value$535.5K
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares16,137 from 14,877
Change+1,260 (+8%)
Value$524.9K (+$69.6K)
Filed 2026-10-14
Hudson Oak Wealth Advisory LLC
DECREASED
Shares16,094 from 16,332
Change-238 (-1%)
Value$523.5K (+$23.6K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
NEW
Shares13,954
Change+13,954
Value$453.9K
Filed 2026-11-05
Interchange Capital Partners, LLC
INCREASED
Shares13,586 from 10,727
Change+2,859 (+27%)
Value$456.8K (+$128.4K)
Filed 2026-10-28
Moneco Advisors, LLC
NEW
Shares13,531
Change+13,531
Value$440.2K
Filed 2026-11-05
RHS Financial, LLC
INCREASED
Shares13,333 from 12,172
Change+1,161 (+10%)
Value$433.7K (+$61.1K)
Filed 2026-10-13
Larson Financial Group LLC
NEW
Shares13,015
Change+13,015
Value$423.4K
Filed 2026-11-05
Vigilare Wealth Management
INCREASED
Shares12,450 from 6,718
Change+5,732 (+85%)
Value$405.0K (+$199.4K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
INCREASED
Shares12,138 from 11,997
Change+141 (+1%)
Value$394.8K (+$27.6K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
INCREASED
Shares12,102 from 11,521
Change+581 (+5%)
Value$393.7K (+$41.0K)
Filed 2026-10-29
Omnitrust Wealth Management, Inc
NEW
Shares11,182
Change+11,182
Value$363.8K
Filed 2026-11-02
Narus Financial Partners, LLC
NEW
Shares11,121
Change+11,121
Value$361.8K
Filed 2026-10-19
Garde Capital, Inc.
DECREASED
Shares11,061 from 11,161
Change-100 (-1%)
Value$359.8K (+$18.2K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares11,032
Change+11,032
Value$358.9K
Filed 2026-11-03
Brighton Jones LLC
DECREASED
Shares10,952 from 11,018
Change-66 (-1%)
Value$356.3K (+$19.0K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
NEW
Shares10,933
Change+10,933
Value$355.6K
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED
Shares10,475 from 10,316
Change+159 (+2%)
Value$340.8K (+$25.0K)
Filed 2026-10-26
New Wave Wealth Advisors LLC
DECREASED
Shares10,162 from 10,603
Change-441 (-4%)
Value$337.6K (+$13.0K)
Filed 2026-10-19
Firestone Capital Management
UNCHANGED
Shares10,065 from 10,065
Change0 (0%)
Value$327.4K (+$19.3K)
Filed 2026-11-03
Fortis Group Advisors, LLC
NEW
Shares10,027
Change+10,027
Value$325.4K
Filed 2026-11-06
Peak Financial Advisors LLC
NEW
Shares9,671
Change+9,671
Value$314.6K
Filed 2026-10-28
Tactive Advisors, LLC
NEW
Shares9,628
Change+9,628
Value$313.2K
Filed 2026-10-08
Verum Partners LLC
DECREASED
Shares9,453 from 11,789
Change-2,336 (-20%)
Value$307.5K (-$53.4K)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares9,141 from 12,149
Change-3,008 (-25%)
Value$297.4K (-$74.5K)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares8,813 from 7,401
Change+1,412 (+19%)
Value$286.7K (+$60.1K)
Filed 2026-11-03
Verus Capital Partners, LLC
UNCHANGED
Shares8,523 from 8,523
Change0 (0%)
Value$277.3K (+$16.4K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
NEW
Shares8,362
Change+8,362
Value$272.0K
Filed 2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares8,197 from 8,197
Change0 (0%)
Value$266.6K (+$15.7K)
Filed 2026-11-06
BigSur Wealth Management LLC
UNCHANGED
Shares8,080 from 8,080
Change0 (0%)
Value$262.8K (+$15.5K)
Filed 2026-10-13
L.K. Benson & Company, P.C.
NEW
Shares7,068
Change+7,068
Value$229.9K
Filed 2026-10-23
Harbor Capital Advisors, Inc.
DECREASED
Shares7,010 from 18,094
Change-11,084 (-61%)
Value$228 (-$553.8K)
Filed 2026-10-22
Howard Bailey Securities, LLC
DECREASED
Shares6,955 from 7,728
Change-773 (-10%)
Value$226.2K (-$10.3K)
Filed 2026-10-27
Focused Alpha, LLC
INCREASED
Shares6,764 from 6,536
Change+228 (+3%)
Value$220.0K (+$19.9K)
Filed 2026-10-20
Davenport & Co LLC
UNCHANGED
Shares6,708 from 6,708
Change0 (0%)
Value$218.2K (+$12.9K)
Filed 2026-10-14
Elm3 Financial Group, LLC
NEW
Shares6,648
Change+6,648
Value$216.3K
Filed 2026-10-07
NWF Advisory Services Inc.
DECREASED
Shares6,506 from 7,025
Change-519 (-7%)
Value$211.6K (-$3.4K)
Filed 2026-10-19
Able Wealth Management LLC
DECREASED
Shares6,368 from 7,912
Change-1,544 (-20%)
Value$211.0K (-$31.2K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares5,561 from 5,562
Change-1 (0%)
Value$180.9K (+$10.6K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares5,544 from 866
Change+4,678 (+540%)
Value$180.3K (+$153.8K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
NEW
Shares4,905
Change+4,905
Value$159.6K
Filed 2026-10-22
Parallel Advisors, LLC
UNCHANGED
Shares4,278 from 4,278
Change0 (0%)
Value$139.2K (+$8.2K)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares3,403
Change+3,403
Value$110.7K
Filed 2026-11-02
Raleigh Capital Management Inc.
UNCHANGED
Shares3,087 from 3,087
Change0 (0%)
Value$100.4K (+$5.9K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares3,070 from 3,087
Change-17 (-1%)
Value$99.9K (+$5.4K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares3,033 from 3,033
Change0 (0%)
Value$98.7K (+$5.8K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares2,994 from 3,274
Change-280 (-9%)
Value$97.4K (-$2.8K)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares2,903
Change+2,903
Value$94.4K
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares1,828 from 1,655
Change+173 (+10%)
Value$59.5K (+$8.8K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$52.4K ($0)
Filed 2026-11-06
Cullen T Bankers, Inc.
NEW
Shares1,582
Change+1,582
Value$51.5K
Filed 2026-10-28
Carota Wealth Management
NEW
Shares1,275
Change+1,275
Value$41.5K
Filed 2026-11-03
Harbor Investment Advisory, LLC
NEW
Shares1,218
Change+1,218
Value$39.6K
Filed 2026-10-13
Capital Advisors, Ltd. LLC
DECREASED
Shares1,178 from 1,620
Change-442 (-27%)
Value$38 (-$12)
Filed 2026-10-27
Canton Hathaway, LLC
INCREASED
Shares984 from 869
Change+115 (+13%)
Value$32.0K (+$5.4K)
Filed 2026-10-23
Signaturefd, LLC
DECREASED
Shares822 from 834
Change-12 (-1%)
Value$26.7K (+$1.2K)
Filed 2026-10-23
Asset Dedication, LLC
NEW
Shares622
Change+622
Value$20.2K
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$17.6K (+$1.0K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares435 from 308
Change+127 (+41%)
Value$14.3K (+$4.9K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
DECREASED
Shares340 from 391
Change-51 (-13%)
Value$11.1K (-$902)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares334 from 336
Change-2 (-1%)
Value$10.9K (+$584)
Filed 2026-10-15
US Bancorp \de\
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.8K (+$576)
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares298 from 91
Change+207 (+227%)
Value$9.7K (+$6.9K)
Filed 2026-10-26
Kingdom Financial Group Llc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$8.1K (+$480)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares244 from 112
Change+132 (+118%)
Value$7.9K (+$4.5K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
NEW
Shares241
Change+241
Value$7.8K
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$7.6K (+$452)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$7.4K (+$439)
Filed 2026-10-16
Acumen Wealth Advisors, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$5.6K (+$332)
Filed 2026-11-05
Clearstead Advisors, LLC
DECREASED
Shares170 from 200
Change-30 (-15%)
Value$5.5K (-$591)
Filed 2026-11-06
Buck Wealth Strategies, LLC
DECREASED
Shares149 from 247
Change-98 (-40%)
Value$4.8K (-$2.7K)
Filed 2026-10-28
Centerpoint Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares52
Change+52
Value$1.7K
Filed 2026-11-05
Newton One Investments LLC
NEW
Shares50
Change+50
Value$1.6K
Filed 2026-10-14
Decker Retirement Planning Inc.
NEW
Shares35
Change+35
Value$1.1K
Filed 2026-10-19
Abound Wealth Management
NEW
Shares31
Change+31
Value$1.0K
Filed 2026-10-26
Networth Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$687 (+$41)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 313,922
Change-313,922 (-100%)
Value$0 (-$9.7M)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 138,844
Change-138,844 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-02
Moulton Wealth Management, Inc
CLOSED
Shares0 from 24,958
Change-24,958 (-100%)
Value$0 (-$762.1K)
Filed 2026-10-13
VestGen Advisors, LLC
CLOSED
Shares0 from 17,281
Change-17,281 (-100%)
Value$0 (-$529.0K)
Filed 2026-10-27
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 7,467
Change-7,467 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-22
Fifth Third Securities, Inc.
CLOSED
Shares0 from 6,634
Change-6,634 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 2,103
Change-2,103 (-100%)
Value$0 (-$64.4K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 1,145
Change-1,145 (-100%)
Value$0 (-$35.0K)
Filed 2026-10-07
Eastern Bank
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-05
NBT Bank, N.A.
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-21
West Financial Advisors, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-22
Solstein Capital, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$91)
Filed 2026-11-04
JPMorgan Chase & Co
N/A
Shares— from 12,158,383
Change-12,158,383 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,877,154
Change-9,877,154 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,426,088
Change-3,426,088 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,799,608
Change-2,799,608 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,580,853
Change-2,580,853 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,028,720
Change-2,028,720 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,390,852
Change-1,390,852 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,124,767
Change-1,124,767 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,050,572
Change-1,050,572 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 754,052
Change-754,052 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 690,416
Change-690,416 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 638,441
Change-638,441 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 556,210
Change-556,210 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 501,057
Change-501,057 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 428,464
Change-428,464 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 405,513
Change-405,513 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 346,631
Change-346,631 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 335,248
Change-335,248 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 311,885
Change-311,885 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 307,913
Change-307,913 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 297,499
Change-297,499 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 268,036
Change-268,036 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 222,799
Change-222,799 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 216,006
Change-216,006 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 211,930
Change-211,930 (-100%)
Value—
CSS LLC
N/A
Shares— from 205,764
Change-205,764 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 191,166
Change-191,166 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 170,990
Change-170,990 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 164,695
Change-164,695 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 156,209
Change-156,209 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 149,900
Change-149,900 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 138,409
Change-138,409 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 134,765
Change-134,765 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 130,944
Change-130,944 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 130,921
Change-130,921 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 120,867
Change-120,867 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 120,703
Change-120,703 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 117,384
Change-117,384 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 108,120
Change-108,120 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 103,341
Change-103,341 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 98,510
Change-98,510 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 93,218
Change-93,218 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 90,797
Change-90,797 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 82,444
Change-82,444 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 80,250
Change-80,250 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 79,685
Change-79,685 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 73,318
Change-73,318 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 71,114
Change-71,114 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 68,836
Change-68,836 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 68,484
Change-68,484 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 65,445
Change-65,445 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 62,394
Change-62,394 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 61,113
Change-61,113 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 57,665
Change-57,665 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 57,501
Change-57,501 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 55,811
Change-55,811 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 53,830
Change-53,830 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 52,371
Change-52,371 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 51,990
Change-51,990 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 51,863
Change-51,863 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 51,666
Change-51,666 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 46,068
Change-46,068 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 44,794
Change-44,794 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 40,647
Change-40,647 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 39,068
Change-39,068 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 38,922
Change-38,922 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 38,012
Change-38,012 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 36,633
Change-36,633 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 36,185
Change-36,185 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 35,899
Change-35,899 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 30,654
Change-30,654 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 25,830
Change-25,830 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 25,614
Change-25,614 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 25,149
Change-25,149 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 22,979
Change-22,979 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 22,606
Change-22,606 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 22,488
Change-22,488 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 21,701
Change-21,701 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,340
Change-21,340 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 20,558
Change-20,558 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,560
Change-19,560 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 19,515
Change-19,515 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 18,982
Change-18,982 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 17,536
Change-17,536 (-100%)
Value—
Nwam LLC
N/A
Shares— from 17,409
Change-17,409 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
Betterment LLC
N/A
Shares— from 17,086
Change-17,086 (-100%)
Value—
Towle & Co
N/A
Shares— from 17,007
Change-17,007 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 16,855
Change-16,855 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 16,591
Change-16,591 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 16,406
Change-16,406 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,830
Change-15,830 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 15,259
Change-15,259 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 15,203
Change-15,203 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,728
Change-14,728 (-100%)
Value—
&partners
N/A
Shares— from 14,636
Change-14,636 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 14,038
Change-14,038 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,898
Change-13,898 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,060
Change-12,060 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 12,033
Change-12,033 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 11,963
Change-11,963 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,640
Change-11,640 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,356
Change-11,356 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,425
Change-10,425 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,361
Change-10,361 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,708
Change-7,708 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,396
Change-6,396 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 699
Change-699 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 506
Change-506 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 371
Change-371 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 315
Change-315 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 190
Change-190 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 28
Change-28 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
LPL Financial LLC
INCREASED23,165,87721,263,572+1,902,305+9%$650.9M$753.6M+$102.7M2026-11-06
Parcion Private Wealth LLC
DECREASED1,502,0951,511,668-9,573-1%$46.3M$48.9M+$2.6M2026-10-28
Cardinal Point Capital Management ULC
INCREASED1,299,4691,257,839+41,630+3%$38.5M$42.3M+$3.8M2026-10-21
Goldstein Advisors, LLC
INCREASED1,086,0531,078,914+7,139+1%$33.0M$35.3M+$2.3M2026-10-15
Edge Wealth Management LLC
DECREASED1,062,7021,064,312-1,6100%$32.6M$34.7M+$2.1M2026-10-13
New York Life Investment Management LLC
INCREASED1,060,522968,970+91,552+9%$29.7M$34.5M+$4.8M2026-11-04
Farther Finance Advisors, LLC
INCREASED983,562955,584+27,978+3%$29.2M$32.0M+$2.7M2026-10-08
Savant Capital, LLC
DECREASED936,626953,743-17,117-2%$29.2M$30.5M+$1.3M2026-11-06
Rockland Trust Co
INCREASED762,695695,808+66,887+10%$21.3M$24.8M+$3.5M2026-10-05
Commonwealth Equity Services, LLC
INCREASED755,961680,379+75,582+11%$20.8M$24.6M+$3.8M2026-11-02
Concurrent Investment Advisors, LLC
DECREASED695,062760,768-65,706-9%$23.3M$22.6M-$676.7K2026-10-16
Strategic Planning Group, LLC
NEW650,230—+650,230——$21.2M—2026-10-22
Fortitude Family Office, LLC
INCREASED593,778552,973+40,805+7%$16.9M$19.3M+$2.4M2026-10-14
Merit Financial Group, LLC
INCREASED592,999504,693+88,306+18%$15.4M$19.3M+$3.8M2026-11-06
Sage Private Wealth Group, LLC
INCREASED544,306534,485+9,821+2%$16.4M$17.7M+$1.3M2026-10-21
IAG Wealth Partners, LLC
DECREASED508,773511,925-3,152-1%$15.7M$16.6M+$880.4K2026-11-06
Austin Wealth Management, LLC
INCREASED490,779478,909+11,870+2%$14.8M$16.2M+$1.4M2026-11-06
Prentice Wealth Management LLC
INCREASED463,970453,578+10,392+2%$13.9M$15.1M+$1.2M2026-10-20
ALM First Financial Advisors, LLC
UNCHANGED452,775452,77500%$13.9M$5.6M-$8.3M2026-10-13
Hengehold Capital Management LLC
INCREASED425,981411,429+14,552+4%$12.6M$13.9M+$1.3M2026-10-16
Compound Planning, Inc.
INCREASED409,06114,671+394,390+2688%$449.1K$13.3M+$12.9M2026-11-05
Professional Financial Advisors, LLC
INCREASED352,142335,666+16,476+5%$10.3M$11.5M+$1.2M2026-10-13
A&I Financial Services, LLC
DECREASED350,746353,455-2,709-1%$10.8M$11.4M+$590.5K2026-10-15
Leelyn Smith, LLC
INCREASED335,473310,003+25,470+8%$9.5M$10.9M+$1.4M2026-11-03
Axxcess Wealth Management, LLC
INCREASED329,969313,579+16,390+5%$9.6M$10.7M+$1.1M2026-10-21
Ashton Thomas Securities, LLC
NEW315,097—+315,097——$10.3M—2026-10-26
Deane Retirement Strategies, Inc.
NEW311,207—+311,207——$10.1M—2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED289,435210,816+78,619+37%$6.5M$9.4K-$6.4M2026-11-02
R. W. Roge & Company, Inc.
INCREASED279,263107,098+172,165+161%$3.3M$9.1K-$3.3M2026-11-04
Kestra Advisory Services, LLC
INCREASED277,67448,386+229,288+474%$1.5M$9.0M+$7.6M2026-11-02
LS Investment Advisors, LLC
INCREASED246,950216,670+30,280+14%$6.6M$8.0M+$1.4M2026-10-13
FMA Wealth Management, LLC
INCREASED242,617240,522+2,095+1%$7.4M$7.9M+$530.0K2026-10-21
Sentinel Trust Co LBA
INCREASED241,677162,287+79,390+49%$5.0K$7.9K+$2.9K2026-11-03
Valmark Advisers, Inc.
INCREASED238,731234,002+4,729+2%$7.2M$7.8M+$603.1K2026-11-06
Gainline Financial Partners, LLC
INCREASED238,269195,951+42,318+22%$6.0M$7.8M+$1.8M2026-10-15
Upper Left Wealth Management, LLC
INCREASED232,932213,173+19,759+9%$6.5M$7.6M+$1.1M2026-10-14
Innova Wealth Partners
INCREASED229,647206,423+23,224+11%$6.3M$7.5M+$1.2M2026-10-21
Citigroup Inc
DECREASED216,170238,206-22,036-9%$7.3M$7.0M-$259.5K2026-11-04
Independence Wealth Advisors, LLC
NEW210,799—+210,799——$6.9M—2026-10-29
Fermata Advisors, LLC
INCREASED203,341193,737+9,604+5%$5.9M$6.6M+$684.4K2026-10-13
CoreCap Advisors, LLC
INCREASED199,895175,093+24,802+14%$5.4M$6.5M+$1.1M2026-10-08
Longview Financial Advisors, Inc.
INCREASED185,569181,207+4,362+2%$5.5M$6.0M+$490.0K2026-10-09
Optima Capital LLC
NEW175,821—+175,821——$5.7M—2026-10-29
Entrewealth, LLC
INCREASED168,861150,140+18,721+12%$4.6M$5.5M+$847.7K2026-10-14
Beacon Capital Management, Inc.
INCREASED168,585166,801+1,784+1%$5.1M$5.5M+$378.3K2026-10-13
Elyxium Wealth, LLC
INCREASED162,565153,596+8,969+6%$4.7M$5.3M+$586.7K2026-10-27
Kroeger Financial Partners
INCREASED156,749156,208+541+0%$4.8M$5.1M+$317.5K2026-10-19
Trademark Financial Management, LLC
INCREASED156,466135,356+21,110+16%$4.1M$5.1M+$946.6K2026-10-23
Rubicon Advisors, GP
INCREASED151,289137,009+14,280+10%$4.2M$4.9M+$727.6K2026-10-23
Diversify Advisory Services, LLC
INCREASED150,17753,954+96,223+178%$1.7M$4.9M+$3.2M2026-10-20
Diversify Wealth Management, LLC
INCREASED150,17753,954+96,223+178%$1.7M$4.9M+$3.2M2026-10-20
Live Oak Investment Partners
INCREASED149,893148,674+1,219+1%$4.6M$4.9M+$325.1K2026-10-23
Avestar Capital, LLC
DECREASED145,777147,007-1,230-1%$4.5M$4.7M+$242.2K2026-10-28
Compass Financial Management LLC
NEW136,836—+136,836——$4.5M—2026-10-30
Arwa LLC
INCREASED134,232111,671+22,561+20%$3.4M$4.5M+$1.0M2026-10-21
Atria Investments, Inc
INCREASED127,945105,888+22,057+21%$3.2M$4.2M+$920.8K2026-10-15
Aspiriant, LLC
INCREASED126,749123,644+3,105+3%$3.8M$4.1M+$338.4K2026-10-16
Truist Financial Corp
INCREASED123,73747,526+76,211+160%$1.5M$4.0M+$2.6M2026-10-30
MGO One Seven LLC
INCREASED111,348108,060+3,288+3%$3.3M$3.6M+$314.4K2026-10-28
Client First Capital LLC
NEW111,279—+111,279——$3.6M—2026-10-22
Fairman Group, LLC
INCREASED110,764105,300+5,464+5%$3.2M$3.6M+$379.9K2026-10-26
ATX Financial Planning, LLC
INCREASED108,33790,085+18,252+20%$2.8M$3.5M+$766.7K2026-10-14
Exchange Traded Concepts, LLC
INCREASED105,374100,229+5,145+5%$3.1M$3.4M+$359.8K2026-10-28
Altiora Financial Group, LLC
DECREASED102,965133,389-30,424-23%$4.1M$3.3M-$733.6K2026-11-04
MKD Wealth Coaches, LLC
INCREASED102,663100,670+1,993+2%$3.1M$3.3M+$258.1K2026-10-09
Sound Financial Strategies Group, LLC
DECREASED101,420101,525-1050%$3.1M$3.3M+$191.5K2026-10-30
Cooper Financial Group
NEW99,685—+99,685——$3.2M—2026-10-07
Greenwood Capital Associates LLC
INCREASED96,77680,170+16,606+21%$2.5M$3.1M+$694.1K2026-10-27
Twelve Points Wealth Management LLC
INCREASED96,65883,866+12,792+15%$2.6M$3.1M+$569.4K2026-11-03
Prospera Financial Services Inc
INCREASED96,24772,628+23,619+33%$2.2M$3.1M+$900.3K2026-11-04
Clarity Asset Management, Inc.
INCREASED94,17192,844+1,327+1%$2.8M$3.1M+$221.5K2026-10-14
Good Steward Wealth Advisors,LLC
INCREASED92,84488,492+4,352+5%$2.7M$3.0M+$311.5K2026-11-06
Simplicity Wealth,LLC
INCREASED91,24454,104+37,140+69%$1.7M$3.0M+$1.3M2026-10-23
Bank of New York Mellon Corp
INCREASED85,68613,516+72,170+534%$413.7K$2.8M+$2.4M2026-11-05
SteelPeak Wealth, LLC
INCREASED84,53078,326+6,204+8%$2.4M$2.7M+$352.2K2026-10-16
Oppenheimer & Co Inc
INCREASED84,02531,988+52,037+163%$979.2K$2.7M+$1.8M2026-10-26
Guardian Capital, LLC
INCREASED83,91630,828+53,088+172%$943.6K$2.7M+$1.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED83,03020,763+62,267+300%$639.5K$2.7M+$2.1M2026-10-13
Rainey & Randall Wealth Advisors Inc.
INCREASED79,58866,783+12,805+19%$2.0M$2.6M+$544.8K2026-10-26
Encompass More Asset Management
INCREASED76,9057,468+69,437+930%$228.6K$2.5M+$2.3M2026-10-16
Virginia Estate & Retirement Planning Advisors Inc.
NEW74,824—+74,824——$2.4M—2026-10-14
Perigon Wealth Management, LLC
DECREASED74,82285,308-10,486-12%$2.6M$2.4M-$177.3K2026-10-22
Stonebridge Financial Group, LLC
INCREASED72,00360,232+11,771+20%$1.8M$2.3M+$498.6K2026-10-01
Creative Financial Designs Inc
NEW71,684—+71,684——$2.3M—2026-11-04
Stone Wealth Partners
NEW67,316—+67,316——$2.2M—2026-11-05
Worth Asset Management, LLC
INCREASED67,10249,825+17,277+35%$1.5M$2.2M+$657.7K2026-10-07
Optivise Advisory Services LLC
INCREASED65,35247,262+18,090+38%$1.4M$2.1M+$679.2K2026-10-19
Galvin, Gaustad & Stein, LLC
NEW62,802—+62,802——$2.0M—2026-10-08
MBL Wealth, LLC
INCREASED62,44851,501+10,947+21%$1.6M$2.0M+$455.0K2026-10-22
Ascentis Wealth Management, LLC
INCREASED59,51444,853+14,661+33%$1.4M$1.9M+$563.0K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW58,632—+58,632——$1.9M—2026-10-14
E&G Advisors, LLC
DECREASED58,61258,637-250%$1.8M$1.9M+$111.8K2026-10-13
Sovran Advisors, LLC
INCREASED54,8598,590+46,269+539%$266.6K$1.8M+$1.5M2026-11-02
PFG Advisors
INCREASED53,73146,635+7,096+15%$1.4M$1.7M+$320.4K2026-10-16
Private Trust Co NA
INCREASED53,04442,641+10,403+24%$1.3M$1.7M+$420.3K2026-10-20
Whalen Wealth Management Inc.
NEW52,537—+52,537——$1.7M—2026-10-08
Columbus Macro, LLC
INCREASED51,87450,223+1,651+3%$1.5M$1.7M+$150.1K2026-10-14
Meridian Wealth Management, LLC
INCREASED49,05533,805+15,250+45%$1.0M$1.6M+$561.0K2026-11-05
Claro Advisors Inc.
INCREASED48,80622,460+26,346+117%$687.5K$1.6M+$900.2K2026-11-02
Dahring | Cusmano LLC
INCREASED48,64316,678+31,965+192%$510.5K$1.6M+$1.1M2026-11-03
Lighthouse Wealth Management Inc.
INCREASED48,33242,246+6,086+14%$1.3M$1.6M+$279.1K2026-10-13
Congress Asset Management Co
DECREASED48,15150,625-2,474-5%$1.5M$1.6M+$16.7K2026-10-06
Money Concepts Capital Corp
INCREASED48,04844,967+3,081+7%$1.4M$1.6M+$186.6K2026-11-06
Level Four Advisory Services, LLC
INCREASED45,11313,494+31,619+234%$413.1K$1.5M+$1.1M2026-11-06
Abbington Investment Group
INCREASED44,59529,727+14,868+50%$910.0K$1.5M+$540.7K2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED44,06245,658-1,596-3%$1.4M$1.4M+$35.7K2026-10-16
4J Wealth Management LLC
INCREASED42,37530,723+11,652+38%$940.4K$1.4M+$438.0K2026-11-02
Patten Group, Inc.
NEW42,364—+42,364——$1.4M—2026-10-26
Thrivent Financial for Lutherans
NEW39,618—+39,618——$1.3K—2026-11-05
City Center Advisors, LLC
INCREASED37,66727,008+10,659+39%$826.7K$1.2M+$398.6K2026-10-08
Independent Financial Group, LLC
INCREASED37,04126,749+10,292+38%$818.8K$1.2M+$386.2K2026-10-13
Latitude Advisors, LLC
INCREASED36,69234,580+2,112+6%$1.1M$1.2M+$135.1K2026-10-27
Fifth Third Bancorp
INCREASED36,02534,358+1,667+5%$1.1M$1.2M+$120.2K2026-11-05
Integrated Advisors Network LLC
INCREASED35,00110,748+24,253+226%$329.0K$1.1M+$809.6K2026-10-20
Bellecapital International Ltd.
INCREASED34,88116,291+18,590+114%$498.7K$1.1M+$636.0K2026-10-21
Thor Investment Management Inc
INCREASED32,99532,744+251+1%$1.0M$1.1M+$71.0K2026-10-13
KOM Wealth Management Group, LLC
NEW31,902—+31,902——$1.0M—2026-10-15
Ignite Planners, LLC
INCREASED31,76614,750+17,016+115%$452.6K$1.0M+$580.7K2026-10-14
Visionary Wealth Advisors
INCREASED31,13129,731+1,400+5%$910.1K$1.0M+$102.6K2026-11-04
Essential Partners LLC
INCREASED30,98530,571+414+1%$935.8K$1.0M+$72.2K2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
NEW30,754—+30,754——$1.0M—2026-10-28
Trilogy Capital Inc.
DECREASED29,19329,787-594-2%$911.8K$949.7K+$37.9K2026-10-20
Blueprint Investment Partners LLC
DECREASED28,58828,961-373-1%$886.5K$930.0K+$43.5K2026-10-28
Blueprint Financial Advisors LLC
DECREASED28,58828,961-373-1%$886.5K$930.0K+$43.5K2026-10-28
Cornerstone Wealth Management, LLC
DECREASED28,32028,713-393-1%$878.9K$921.3K+$42.4K2026-11-04
Investment Partners, Ltd.
NEW28,118—+28,118——$914.7K—2026-10-29
Synergy Asset Management, LLC
NEW26,889—+26,889——$874.7K—2026-11-05
Retirement Financial Solutions, LLC
INCREASED26,52325,096+1,427+6%$768.2K$862.8K+$94.6K2026-10-20
Beam Wealth Advisors, Inc.
DECREASED25,28825,447-159-1%$778.9K$822.6K+$43.7K2026-11-03
Stirlingshire Investments, Inc.
INCREASED25,19810,278+14,920+145%$314.6K$819.7K+$505.1K2026-11-05
First Growth Capital LLC
INCREASED24,99324,171+822+3%$739.9K$813.0K+$73.2K2026-10-15
Creative Planning
INCREASED23,92722,769+1,158+5%$696.9K$778.4K+$81.4K2026-11-02
Advisor Resource Council
INCREASED23,55511,732+11,823+101%$359.6K$780.4K+$420.8K2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED23,19427,181-3,987-15%$825.5K$754.5K-$71.0K2026-10-13
AmeriServ Wealth Advisors
DECREASED22,87725,846-2,969-11%$791.1K$744.2K-$47.0K2026-10-21
Sigma Planning Corp
INCREASED21,17219,719+1,453+7%$603.6K$688.7K+$85.1K2026-10-23
Wedbush Securities Inc
INCREASED20,71519,296+1,419+7%$591.0K$674-$590.3K2026-10-22
Frontier Asset Management, LLC
DECREASED20,51122,538-2,027-9%$689.9K$667.2K-$22.7K2026-10-28
Ares Financial Consulting, LLC
DECREASED19,93022,547-2,617-12%$690.2K$648.3K-$41.9K2026-10-19
Andina Capital Management, LLC
NEW19,812—+19,812——$644.5K—2026-10-21
D'Orazio & Associates, Inc.
INCREASED19,65311,765+7,888+67%$360.1K$639.3K+$279.2K2026-11-04
Vise Technologies, Inc.
INCREASED19,31918,951+368+2%$580.1K$628.4K+$48.4K2026-10-29
IFP Advisors, Inc
INCREASED18,21216,506+1,706+10%$505.2K$592.4K+$87.2K2026-10-16
Frankly Finances, LLC
INCREASED17,19215,440+1,752+11%$472.6K$559.3K+$86.6K2026-10-28
Summit Global Investments
INCREASED17,14514,481+2,664+18%$443.0K$558-$442.4K2026-10-28
Ryan Investment Management, Inc.
INCREASED16,71515,755+960+6%$482.3K$543.7K+$61.5K2026-10-20
XY Planning Network, Inc.
INCREASED16,65911,890+4,769+40%$364.0K$541.9K+$178.0K2026-10-14
Choreo, LLC
NEW16,462—+16,462——$535.5K—2026-10-28
Focus Financial Network, Inc.
INCREASED16,13714,877+1,260+8%$455.4K$524.9K+$69.6K2026-10-14
Hudson Oak Wealth Advisory LLC
DECREASED16,09416,332-238-1%$499.9K$523.5K+$23.6K2026-10-16
J.W. Cole Advisors, Inc.
NEW13,954—+13,954——$453.9K—2026-11-05
Interchange Capital Partners, LLC
INCREASED13,58610,727+2,859+27%$328.4K$456.8K+$128.4K2026-10-28
Moneco Advisors, LLC
NEW13,531—+13,531——$440.2K—2026-11-05
RHS Financial, LLC
INCREASED13,33312,172+1,161+10%$372.6K$433.7K+$61.1K2026-10-13
Larson Financial Group LLC
NEW13,015—+13,015——$423.4K—2026-11-05
Vigilare Wealth Management
INCREASED12,4506,718+5,732+85%$205.6K$405.0K+$199.4K2026-10-29
Lake Street Private Wealth, LLC
INCREASED12,13811,997+141+1%$367.2K$394.8K+$27.6K2026-10-22
Integrity Advisory Solutions, LLC
INCREASED12,10211,521+581+5%$352.7K$393.7K+$41.0K2026-10-29
Omnitrust Wealth Management, Inc
NEW11,182—+11,182——$363.8K—2026-11-02
Narus Financial Partners, LLC
NEW11,121—+11,121——$361.8K—2026-10-19
Garde Capital, Inc.
DECREASED11,06111,161-100-1%$341.6K$359.8K+$18.2K2026-10-29
Ascentis Independent Advisors
NEW11,032—+11,032——$358.9K—2026-11-03
Brighton Jones LLC
DECREASED10,95211,018-66-1%$337.2K$356.3K+$19.0K2026-11-03
Signal Advisors Wealth, LLC
NEW10,933—+10,933——$355.6K—2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED10,47510,316+159+2%$315.8K$340.8K+$25.0K2026-10-26
New Wave Wealth Advisors LLC
DECREASED10,16210,603-441-4%$324.6K$337.6K+$13.0K2026-10-19
Firestone Capital Management
UNCHANGED10,06510,06500%$308.1K$327.4K+$19.3K2026-11-03
Fortis Group Advisors, LLC
NEW10,027—+10,027——$325.4K—2026-11-06
Peak Financial Advisors LLC
NEW9,671—+9,671——$314.6K—2026-10-28
Tactive Advisors, LLC
NEW9,628—+9,628——$313.2K—2026-10-08
Verum Partners LLC
DECREASED9,45311,789-2,336-20%$360.9K$307.5K-$53.4K2026-10-21
RFG Advisory, LLC
DECREASED9,14112,149-3,008-25%$371.9K$297.4K-$74.5K2026-11-03
Endowment Wealth Management, Inc.
INCREASED8,8137,401+1,412+19%$226.6K$286.7K+$60.1K2026-11-03
Verus Capital Partners, LLC
UNCHANGED8,5238,52300%$260.9K$277.3K+$16.4K2026-11-03
Wealthcare Advisory Partners LLC
NEW8,362—+8,362——$272.0K—2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED8,1978,19700%$250.9K$266.6K+$15.7K2026-11-06
BigSur Wealth Management LLC
UNCHANGED8,0808,08000%$247.3K$262.8K+$15.5K2026-10-13
L.K. Benson & Company, P.C.
NEW7,068—+7,068——$229.9K—2026-10-23
Harbor Capital Advisors, Inc.
DECREASED7,01018,094-11,084-61%$554.0K$228-$553.8K2026-10-22
Howard Bailey Securities, LLC
DECREASED6,9557,728-773-10%$236.6K$226.2K-$10.3K2026-10-27
Focused Alpha, LLC
INCREASED6,7646,536+228+3%$200.1K$220.0K+$19.9K2026-10-20
Davenport & Co LLC
UNCHANGED6,7086,70800%$205.3K$218.2K+$12.9K2026-10-14
Elm3 Financial Group, LLC
NEW6,648—+6,648——$216.3K—2026-10-07
NWF Advisory Services Inc.
DECREASED6,5067,025-519-7%$215.0K$211.6K-$3.4K2026-10-19
Able Wealth Management LLC
DECREASED6,3687,912-1,544-20%$242.2K$211.0K-$31.2K2026-10-13
Mather Group, Llc.
DECREASED5,5615,562-10%$170.3K$180.9K+$10.6K2026-10-14
Signature Equity Partners, LLC
INCREASED5,544866+4,678+540%$26.5K$180.3K+$153.8K2026-10-29
Reyes Financial Architecture, Inc.
NEW4,905—+4,905——$159.6K—2026-10-22
Parallel Advisors, LLC
UNCHANGED4,2784,27800%$131.0K$139.2K+$8.2K2026-11-03
Heritage Family Offices, LLP
NEW3,403—+3,403——$110.7K—2026-11-02
Raleigh Capital Management Inc.
UNCHANGED3,0873,08700%$94.5K$100.4K+$5.9K2026-10-28
Lloyd Advisory Services, Llc.
DECREASED3,0703,087-17-1%$94.5K$99.9K+$5.4K2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED3,0333,03300%$92.8K$98.7K+$5.8K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED2,9943,274-280-9%$100.2K$97.4K-$2.8K2026-11-04
MidAtlantic Capital Management, Inc.
NEW2,903—+2,903——$94.4K—2026-11-05
Rossby Financial, LCC
INCREASED1,8281,655+173+10%$50.7K$59.5K+$8.8K2026-11-05
Allworth Financial LP
UNCHANGED1,7131,71300%$52.4K$52.4K$02026-11-06
Cullen T Bankers, Inc.
NEW1,582—+1,582——$51.5K—2026-10-28
Carota Wealth Management
NEW1,275—+1,275——$41.5K—2026-11-03
Harbor Investment Advisory, LLC
NEW1,218—+1,218——$39.6K—2026-10-13
Capital Advisors, Ltd. LLC
DECREASED1,1781,620-442-27%$50$38-$122026-10-27
Canton Hathaway, LLC
INCREASED984869+115+13%$26.6K$32.0K+$5.4K2026-10-23
Signaturefd, LLC
DECREASED822834-12-1%$25.5K$26.7K+$1.2K2026-10-23
Asset Dedication, LLC
NEW622—+622——$20.2K—2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED54254200%$16.6K$17.6K+$1.0K2026-11-02
TD Waterhouse Canada Inc.
INCREASED435308+127+41%$9.4K$14.3K+$4.9K2026-10-16
Tounjian Advisory Partners, LLC
DECREASED340391-51-13%$12.0K$11.1K-$9022026-11-04
Blue Trust, Inc.
DECREASED334336-2-1%$10.3K$10.9K+$5842026-10-15
US Bancorp \de\
UNCHANGED30030000%$9.2K$9.8K+$5762026-11-05
Center for Financial Planning, Inc.
INCREASED29891+207+227%$2.8K$9.7K+$6.9K2026-10-26
Kingdom Financial Group Llc.
UNCHANGED25025000%$7.7K$8.1K+$4802026-11-04
Assetmark, Inc
INCREASED244112+132+118%$3.4K$7.9K+$4.5K2026-10-21
PNC Financial Services Group, Inc.
NEW241—+241——$7.8K—2026-11-06
Lanark Financial, Inc.
UNCHANGED23523500%$7.2K$7.6K+$4522026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED22922900%$7.0K$7.4K+$4392026-10-16
Acumen Wealth Advisors, LLC
UNCHANGED17317300%$5.3K$5.6K+$3322026-11-05
Clearstead Advisors, LLC
DECREASED170200-30-15%$6.1K$5.5K-$5912026-11-06
Buck Wealth Strategies, LLC
DECREASED149247-98-40%$7.6K$4.8K-$2.7K2026-10-28
Centerpoint Advisors, LLC
UNCHANGED808000%$2$3+$12026-11-05
Silver Grove Financial Group, Inc.
NEW52—+52——$1.7K—2026-11-05
Newton One Investments LLC
NEW50—+50——$1.6K—2026-10-14
Decker Retirement Planning Inc.
NEW35—+35——$1.1K—2026-10-19
Abound Wealth Management
NEW31—+31——$1.0K—2026-10-26
Networth Advisors, LLC
UNCHANGED212100%$646$687+$412026-11-03
Scarborough Advisors, LLC
CLOSED0313,922-313,922-100%$9.7M$0-$9.7M2026-10-16
Collaborative Fund Advisors, LLC
CLOSED0138,844-138,844-100%$4.3M$0-$4.3M2026-11-02
Moulton Wealth Management, Inc
CLOSED024,958-24,958-100%$762.1K$0-$762.1K2026-10-13
VestGen Advisors, LLC
CLOSED017,281-17,281-100%$529.0K$0-$529.0K2026-10-27
Symphony Financial, Ltd. Co.
CLOSED07,467-7,467-100%$226.9K$0-$226.9K2026-10-22
Fifth Third Securities, Inc.
CLOSED06,634-6,634-100%$203.1K$0-$203.1K2026-10-21
MCF Advisors LLC
CLOSED02,103-2,103-100%$64.4K$0-$64.4K2026-10-28
Elevation Wealth Partners, LLC
CLOSED01,145-1,145-100%$35.0K$0-$35.0K2026-10-07
Eastern Bank
CLOSED0316-316-100%$9.7K$0-$9.7K2026-10-05
NBT Bank, N.A.
CLOSED0105-105-100%$3.2K$0-$3.2K2026-10-21
West Financial Advisors, LLC
CLOSED070-70-100%$2.1K$0-$2.1K2026-10-22
Solstein Capital, LLC
CLOSED035-35-100%$1.1K$0-$1.1K2026-11-02
Simplex Trading, LLC
CLOSED03-3-100%$91$0-$912026-11-04
JPMorgan Chase & Co
N/A—12,158,383-12,158,383-100%$369.3M———
Morgan Stanley
N/A—9,877,154-9,877,154-100%$302.3M———
Northwestern Mutual Wealth Management Co
N/A—3,426,088-3,426,088-100%$104.9M———
Tiaa Wealth Investment Management LLC
N/A—2,799,608-2,799,608-100%$85.0M———
Raymond James Financial Inc
N/A—2,580,853-2,580,853-100%$79.0M———
Bank of America Corp
N/A—2,028,720-2,028,720-100%$62.1M———
Tidal Investments LLC
N/A—1,390,852-1,390,852-100%$42.6M———
Beacon Pointe Advisors, LLC
N/A—1,124,767-1,124,767-100%$34.4M———
Royal Bank of Canada
N/A—1,050,572-1,050,572-100%$32.2M———
Envestnet Asset Management Inc
N/A—754,052-754,052-100%$23.1M———
Cetera Investment Advisers
N/A—690,416-690,416-100%$21.1M———
Summit Wealth & Retirement Planning, Inc.
N/A—638,441-638,441-100%$19.5M———
Penserra Capital Management LLC
N/A—556,210-556,210-100%$17.0M———
Evelyn Partners Group Ltd
N/A—501,057-501,057-100%$15.3M———
OneDigital Investment Advisors LLC
N/A—428,464-428,464-100%$13.1M———
GTS Securities LLC
N/A—405,513-405,513-100%$12.4M———
Equitable Holdings, Inc.
N/A—346,631-346,631-100%$10.6M———
Rockefeller Capital Management L.P.
N/A—335,248-335,248-100%$10.3M———
Ethos Financial Group, LLC
N/A—311,885-311,885-100%$9.7M———
Cambria Investment Management, L.P.
N/A—307,913-307,913-100%$9.4M———
Wells Fargo & Company
N/A—297,499-297,499-100%$9.1M———
Private Advisor Group, LLC
N/A—268,036-268,036-100%$8.2M———
Manning & Napier Advisors LLC
N/A—222,799-222,799-100%$6.8M———
Empire Financial Management Company, LLC
N/A—216,006-216,006-100%$6.6M———
Empowered Funds, LLC
N/A—211,930-211,930-100%$6.5M———
CSS LLC
N/A—205,764-205,764-100%$6.3M———
MML Investors Services, LLC
N/A—191,166-191,166-100%$5.9M———
Integrated Wealth Concepts LLC
N/A—170,990-170,990-100%$5.2M———
IFG Advisory, LLC
N/A—164,695-164,695-100%$5.0M———
Canal Capital Management, LLC
N/A—156,209-156,209-100%$4.8M———
Capitolis Liquid Global Markets LLC
N/A—149,900-149,900-100%$4.6M———
Sky-Mountain Capital Management, Inc.
N/A—138,409-138,409-100%$4.2M———
Sanctuary Advisors, LLC
N/A—134,765-134,765-100%$4.1M———
Mission Creek Capital Partners, Inc.
N/A—130,944-130,944-100%$4.0M———
Sterneck Capital Management, LLC
N/A—130,921-130,921-100%$4.0M———
Stansberry Asset Management, LLC
N/A—120,867-120,867-100%$3.7M———
Advyzon Investment Management, LLC
N/A—120,703-120,703-100%$3.7M———
Baird Financial Group, Inc.
N/A—117,384-117,384-100%$3.6M———
Forum Finance Group S.A.
N/A—108,120-108,120-100%$2.7K———
NewEdge Advisors, LLC
N/A—103,341-103,341-100%$3.2M———
Stifel Financial Corp
N/A—98,510-98,510-100%$3.0M———
Osaic Holdings, Inc.
N/A—93,218-93,218-100%$2.9M———
Susquehanna International Group, LLP
N/A—90,797-90,797-100%$2.8M———
Perennial Investment Advisors, LLC
N/A—82,444-82,444-100%$2.5M———
Wealth High Governance Asset Management Ltda.
N/A—80,250-80,250-100%$2.5M———
Manufacturers Life Insurance Company, the
N/A—79,685-79,685-100%$2.4M———
Kovack Advisors, Inc.
N/A—73,318-73,318-100%$2.2M———
Global Retirement Partners, LLC
N/A—71,114-71,114-100%$2.2M———
Janney Montgomery Scott LLC
N/A—68,836-68,836-100%$2.1M———
AE Wealth Management LLC
N/A—68,484-68,484-100%$2.1M———
CIBC World Market Inc.
N/A—65,445-65,445-100%$2.0M———
Captrust Financial Advisors
N/A—62,394-62,394-100%$1.9M———
Hilltop Holdings Inc.
N/A—61,113-61,113-100%$1.9M———
Liberty One Investment Management, LLC
N/A—57,665-57,665-100%$1.8M———
PMV Capital Advisers, LLC
N/A—57,501-57,501-100%$1.8M———
Ausdal Financial Partners, Inc.
N/A—55,811-55,811-100%$1.7M———
Bank of Montreal
N/A—53,830-53,830-100%$1.6M———
Advisors Preferred, LLC
N/A—52,371-52,371-100%$1.6M———
Alpha Capital Advisors Inc
N/A—51,990-51,990-100%$1.6M———
MAI Capital Management
N/A—51,863-51,863-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—51,666-51,666-100%$1.6M———
National Bank of Canada
N/A—46,068-46,068-100%$1.4M———
Savvy Advisors, Inc.
N/A—44,794-44,794-100%$1.4M———
Centaurus Financial, Inc.
N/A—40,647-40,647-100%$1.2M———
AQR Capital Management LLC
N/A—39,068-39,068-100%$1.2M———
J. M. Brown & Associates Inc.
N/A—38,922-38,922-100%$1.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—38,012-38,012-100%$1.2M———
Legacy Capital Group California, Inc.
N/A—36,633-36,633-100%$1.1M———
Inspire Advisors, LLC
N/A—36,185-36,185-100%$1.1M———
Proactive Wealth Strategies LLC
N/A—35,899-35,899-100%$1.1M———
Belpointe Asset Management LLC
N/A—30,654-30,654-100%$938.3K———
Capital Analysts, LLC
N/A—25,830-25,830-100%$791.0K———
Heron Bay Capital Management
N/A—25,614-25,614-100%$784.0K———
Qube Research & Technologies Ltd
N/A—25,149-25,149-100%$769.8K———
Astoria Portfolio Advisors Llc.
N/A—22,979-22,979-100%$703.4K———
Entelevest, LLC
N/A—22,606-22,606-100%$692.0K———
GWN Securities Inc.
N/A—22,488-22,488-100%$688.4K———
HighTower Advisors, LLC
N/A—21,701-21,701-100%$664.3K———
Snowden Capital Advisors LLC
N/A—21,340-21,340-100%$653.2K———
Hyundai Investments Co., Ltd.
N/A—20,558-20,558-100%$624.3K———
Steward Partners Investment Advisory, LLC
N/A—19,560-19,560-100%$598.7K———
Estate Counselors, LLC
N/A—19,515-19,515-100%$597.4K———
Marex Group Ltd
N/A—19,500-19,500-100%$596.9K———
Pinnacle Family Advisors, LLC
N/A—18,982-18,982-100%$581.0K———
Proficio Capital Partners LLC
N/A—17,536-17,536-100%$536.8K———
Nwam LLC
N/A—17,409-17,409-100%$532.9K———
Fiduciary Financial Advisors
N/A—17,156-17,156-100%$524.4K———
Betterment LLC
N/A—17,086-17,086-100%$523.0K———
Towle & Co
N/A—17,007-17,007-100%$520.6K———
Flow Traders U.S. LLC
N/A—16,855-16,855-100%$516.0K———
Two Sigma Securities, LLC
N/A—16,591-16,591-100%$507.9K———
Trajan Wealth LLC
N/A—16,406-16,406-100%$502.2K———
Mutual Advisors, LLC
N/A—15,830-15,830-100%$484.5K———
Caerus Investment Advisors, LLC
N/A—15,259-15,259-100%$467.1K———
Signet Private Wealth LLC
N/A—15,203-15,203-100%$465.4K———
Orion Porfolio Solutions, LLC
N/A—14,728-14,728-100%$450.8K———
&partners
N/A—14,636-14,636-100%$448.0K———
Octavia Wealth Advisors, LLC
N/A—14,038-14,038-100%$429.7K———
IHT Wealth Management, LLC
N/A—13,898-13,898-100%$425.4K———
IMA Advisory Services, Inc.
N/A—13,692-13,692-100%$419.1K———
Quantinno Capital Management LP
N/A—12,060-12,060-100%$369.2K———
Strive Financial Group,LLC
N/A—12,033-12,033-100%$368.3K———
Sequoia Financial Advisors, LLC
N/A—12,000-12,000-100%$367.3K———
Magnolia Private Wealth, LLC
N/A—11,963-11,963-100%$366.2K———
Cerity Partners LLC
N/A—11,640-11,640-100%$356.3K———
IEQ Capital, LLC
N/A—11,554-11,554-100%$353.7K———
XTX Topco Ltd
N/A—11,356-11,356-100%$347.6K———
CreativeOne Wealth, LLC
N/A—11,100-11,100-100%$339.7K———
GeoWealth Management, LLC
N/A—10,425-10,425-100%$319.1K———
Nuveen, LLC
N/A—10,361-10,361-100%$317.2K———
HighPoint Advisor Group LLC
N/A—9,655-9,655-100%$295.5K———
Comprehensive Money Management Services LLC
N/A—9,400-9,400-100%$287.7K———
Madison Wealth Partners, Inc
N/A—8,281-8,281-100%$253.5K———
UBS Group AG
N/A—8,000-8,000-100%$244.9K———
Harbour Investments, Inc.
N/A—7,708-7,708-100%$235.9K———
West Michigan Advisors, LLC
N/A—7,522-7,522-100%$230.2K———
Bravias Capital Group, LLC
N/A—7,403-7,403-100%$226.6K———
Paul R. Ried Financial Group, LLC
N/A—6,697-6,697-100%$205.0K———
Ameritas Advisory Services, LLC
N/A—6,396-6,396-100%$195.8K———
Arax Advisory Partners
N/A—2,882-2,882-100%$88.2K———
Tidemark, LLC
N/A—2,696-2,696-100%$82.5K———
Colonial Trust Co / SC
N/A—2,430-2,430-100%$74.4K———
FMR LLC
N/A—2,258-2,258-100%$69.1K———
BFC Planning, Inc.
N/A—2,028-2,028-100%$62.1K———
Jones Financial Companies Lllp
N/A—1,623-1,623-100%$49.1K———
Fourth Dimension Wealth, LLC
N/A—1,387-1,387-100%$42.5K———
Federation des caisses Desjardins du Quebec
N/A—1,081-1,081-100%$33.1K———
Highland Investment Advisors LLC
N/A—1,070-1,070-100%$32.7K———
Harvest Fund Management Co., Ltd
N/A—1,053-1,053-100%$32.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—699-699-100%$21.4K———
Aptus Capital Advisors, LLC
N/A—634-634-100%$19.4K———
Atlantic Union Bankshares Corp
N/A—506-506-100%$15.5K———
Bogart Wealth, LLC
N/A—461-461-100%$14.1K———
Huntington National Bank
N/A—371-371-100%$11.4K———
Strategic Wealth Partners, Ltd.
N/A—315-315-100%$9.6K———
Copia Wealth Management
N/A—190-190-100%$5.8K———
Geneos Wealth Management Inc.
N/A—41-41-100%$1.3K———
Tower Research Capital LLC (TRC)
N/A—28-28-100%$857———
Godfrey Financial Associates, Inc.
N/A—24-24-100%$735———
Showing 376 of 376 institutions