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MFS Multimarket Inc Trust (MMT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares5,726,070 from 5,726,070
Change0 (0%)
Value$24.5M (-$687.1K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares600,476 from 610,942
Change-10,466 (-2%)
Value$2.6M (-$118.1K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares567,803 from 219,828
Change+347,975 (+158%)
Value$2.4K (-$964.6K)
Filed 2026-11-02
Absolute Investment Advisers, LLC
NEW
Shares546,980
Change+546,980
Value$2.3M
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares357,062 from 369,123
Change-12,061 (-3%)
Value$1.5M (-$95.9K)
Filed 2026-11-02
Riverbridge Partners LLC
DECREASED
Shares260,726 from 280,036
Change-19,310 (-7%)
Value$1.1M (-$116.3K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares197,417 from 202,183
Change-4,766 (-2%)
Value$844.9K (-$44.7K)
Filed 2026-10-29
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares163,481 from 163,481
Change0 (0%)
Value$699.7K (-$19.6K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares148,093 from 171,236
Change-23,143 (-14%)
Value$633.8K (-$119.6K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
DECREASED
Shares132,373 from 172,379
Change-40,006 (-23%)
Value$566.6K (-$191.9K)
Filed 2026-10-26
Stonebridge Financial Planning Group, LLC
INCREASED
Shares115,843 from 95,998
Change+19,845 (+21%)
Value$495.8K (+$73.4K)
Filed 2026-11-06
Closed-End Fund Advisors, Inc.
INCREASED
Shares88,910 from 81,616
Change+7,294 (+9%)
Value$380.5K (+$21.4K)
Filed 2026-11-04
Decision Investments, Inc
UNCHANGED
Shares79,098 from 79,098
Change0 (0%)
Value$338.5K (-$9.5K)
Filed 2026-10-07
MGO One Seven LLC
DECREASED
Shares59,861 from 60,024
Change-163 (0%)
Value$256.2K (-$7.9K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED
Shares53,880 from 53,880
Change0 (0%)
Value$230.6K (-$6.5K)
Filed 2026-10-13
CoreCap Advisors, LLC
UNCHANGED
Shares51,338 from 51,338
Change0 (0%)
Value$219.7K (-$6.2K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares51,227 from 60,171
Change-8,944 (-15%)
Value$219.3K (-$45.5K)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares44,596 from 40,596
Change+4,000 (+10%)
Value$196.2K (+$17.6K)
Filed 2026-11-06
Sowell Financial Services LLC
INCREASED
Shares44,310 from 43,545
Change+765 (+2%)
Value$189.6K (-$2.0K)
Filed 2026-10-23
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares38,431 from 37,851
Change+580 (+2%)
Value$164.5K (-$2.1K)
Filed 2026-10-14
Melfa Wealth Management, Inc.
UNCHANGED
Shares29,599 from 29,599
Change0 (0%)
Value$126.7K (-$3.6K)
Filed 2026-11-06
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares29,062 from 29,062
Change0 (0%)
Value$124.4K (-$3.5K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares26,705 from 28,388
Change-1,683 (-6%)
Value$114.3K (-$10.6K)
Filed 2026-10-16
Valley Brook Capital Group, Inc.
UNCHANGED
Shares26,201 from 26,201
Change0 (0%)
Value$112.1K (-$3.1K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares23,678 from 25,190
Change-1,512 (-6%)
Value$101 (-$110.9K)
Filed 2026-10-22
Hoertkorn Richard Charles
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$94.2K (-$2.6K)
Filed 2026-11-04
PUREfi Wealth, LLC
NEW
Shares20,056
Change+20,056
Value$85.8K
Filed 2026-10-19
Merit Financial Group, LLC
DECREASED
Shares18,181 from 20,313
Change-2,132 (-10%)
Value$77.8K (-$11.6K)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares17,673 from 18,618
Change-945 (-5%)
Value$76 (-$81.9K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED
Shares16,810 from 21,397
Change-4,587 (-21%)
Value$71.9K (-$22.6K)
Filed 2026-10-13
Retiremitten Financial LLC
UNCHANGED
Shares16,062 from 16,062
Change0 (0%)
Value$67.3K (-$3.4K)
Filed 2026-11-05
Philadelphia Trust Co
UNCHANGED
Shares16,002 from 16,002
Change0 (0%)
Value$68 (-$69.9K)
Filed 2026-11-05
Ground Swell Capital, LLC
NEW
Shares15,185
Change+15,185
Value$65.0K
Filed 2026-11-09
Broadway Wealth Solutions, Inc.
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$63.8K (-$1.8K)
Filed 2026-10-21
First Heartland Consultants, Inc.
UNCHANGED
Shares14,895 from 14,895
Change0 (0%)
Value$63.8K (-$1.8K)
Filed 2026-10-08
Geneos Wealth Management Inc.
NEW
Shares13,054
Change+13,054
Value$55.9K
Filed 2026-11-09
Creative Planning
UNCHANGED
Shares12,310 from 12,310
Change0 (0%)
Value$52.7K (-$1.5K)
Filed 2026-11-02
First Nebraska Trust Co
NEW
Shares12,268
Change+12,268
Value$52.4K
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares12,114 from 13,114
Change-1,000 (-8%)
Value$51.8K (-$5.9K)
Filed 2026-10-08
Accredited Investor Services, LLC
DECREASED
Shares11,929 from 12,304
Change-375 (-3%)
Value$51.1K (-$3.1K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,886 from 10,737
Change+149 (+1%)
Value$45.5K (-$1.7K)
Filed 2026-10-13
Mezzasalma Advisors, LLC
UNCHANGED
Shares10,657 from 10,657
Change0 (0%)
Value$45.6K (-$1.3K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares10,643 from 10,833
Change-190 (-2%)
Value$45.6K (-$2.1K)
Filed 2026-10-27
Collaborative Wealth Managment Inc.
UNCHANGED
Shares10,109 from 10,109
Change0 (0%)
Value$43.3K (-$1.2K)
Filed 2026-11-06
WPG Advisers, LLC
DECREASED
Shares6,629 from 6,767
Change-138 (-2%)
Value$28.4K (-$1.4K)
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares5,884 from 5,884
Change0 (0%)
Value$25.2K (-$706)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares5,068 from 4,599
Change+469 (+10%)
Value$21.7K (+$1.5K)
Filed 2026-11-05
West Branch Capital LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$21.4K (-$600)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares4,515 from 8,515
Change-4,000 (-47%)
Value$19.3K (-$18.1K)
Filed 2026-11-06
Rossby Financial, LCC
UNCHANGED
Shares4,493 from 4,493
Change0 (0%)
Value$19.2K (-$539)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$12.8K (-$360)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$6.0K (-$168)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$5.8K (-$164)
Filed 2026-10-09
Golden State Wealth Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$3.9K (-$108)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares863
Change+863
Value$3.7K
Filed 2026-10-21
Highline Wealth Partners LLC
NEW
Shares675
Change+675
Value$2.9K
Filed 2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$308 (-$9)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$180 (-$5)
Filed 2026-10-23
Citigroup Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$9 ($0)
Filed 2026-11-04
Shaker Financial Services, LLC
CLOSED
Shares0 from 746,733
Change-746,733 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-14
Wolverine Asset Management LLC
CLOSED
Shares0 from 110,627
Change-110,627 (-100%)
Value$0 (-$486.8K)
Filed 2026-11-02
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 26,100
Change-26,100 (-100%)
Value$0 (-$114.8K)
Filed 2026-10-20
Thrivent Financial for Lutherans
CLOSED
Shares0 from 16,200
Change-16,200 (-100%)
Value$0 (-$71.0K)
Filed 2026-11-05
Parcion Private Wealth LLC
CLOSED
Shares0 from 14,215
Change-14,215 (-100%)
Value$0 (-$62.5K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 11,701
Change-11,701 (-100%)
Value$0 (-$51.5K)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 10,001
Change-10,001 (-100%)
Value$0 (-$44.0K)
Filed 2026-10-13
Summit Securities Group LLC
CLOSED
Shares0 from 8,608
Change-8,608 (-100%)
Value$0 (-$37.9K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 6,270
Change-6,270 (-100%)
Value$0 (-$27.6K)
Filed 2026-10-13
IFG Advisory, LLC
CLOSED
Shares0 from 4,667
Change-4,667 (-100%)
Value$0 (-$20.5K)
Filed 2026-11-09
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 3,768
Change-3,768 (-100%)
Value$0 (-$16.6K)
Filed 2026-10-26
Axiom Investment Management LLC
CLOSED
Shares0 from 3,111
Change-3,111 (-100%)
Value$0 (-$13.7K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,282
Change-1,282 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-15
First Horizon Corp
CLOSED
Shares0 from 1,176
Change-1,176 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-29
Bessemer Group Inc
CLOSED
Shares0 from 662
Change-662 (-100%)
Value$0 (-$3)
Filed 2026-11-09
Harbour Investments, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$880)
Filed 2026-11-09
Morgan Stanley
N/A
Shares— from 12,794,540
Change-12,794,540 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 7,175,980
Change-7,175,980 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,505,552
Change-1,505,552 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,305,725
Change-1,305,725 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,291,109
Change-1,291,109 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 904,777
Change-904,777 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 718,955
Change-718,955 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 663,273
Change-663,273 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 548,778
Change-548,778 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 471,046
Change-471,046 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 329,603
Change-329,603 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 286,813
Change-286,813 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 277,328
Change-277,328 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 274,549
Change-274,549 (-100%)
Value—
UBS Group AG
N/A
Shares— from 254,366
Change-254,366 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 235,831
Change-235,831 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 199,145
Change-199,145 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 194,724
Change-194,724 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 189,494
Change-189,494 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 187,488
Change-187,488 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 161,608
Change-161,608 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 102,873
Change-102,873 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 98,057
Change-98,057 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 95,049
Change-95,049 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 87,534
Change-87,534 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 84,555
Change-84,555 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 83,238
Change-83,238 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 82,916
Change-82,916 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 72,466
Change-72,466 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 67,097
Change-67,097 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 64,383
Change-64,383 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 61,886
Change-61,886 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 56,014
Change-56,014 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 53,899
Change-53,899 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 50,770
Change-50,770 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 46,176
Change-46,176 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,461
Change-34,461 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 32,463
Change-32,463 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 31,620
Change-31,620 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 30,700
Change-30,700 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 27,163
Change-27,163 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,119
Change-26,119 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 24,550
Change-24,550 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 23,592
Change-23,592 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,494
Change-22,494 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,020
Change-21,020 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
&partners
N/A
Shares— from 19,791
Change-19,791 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,610
Change-19,610 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,938
Change-17,938 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 17,565
Change-17,565 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,768
Change-16,768 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,363
Change-16,363 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 14,866
Change-14,866 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 14,839
Change-14,839 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,695
Change-14,695 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,501
Change-13,501 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,460
Change-13,460 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,839
Change-11,839 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,793
Change-11,793 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,111
Change-11,111 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 10,446
Change-10,446 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 927
Change-927 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 539
Change-539 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 380
Change-380 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
UNCHANGED5,726,0705,726,07000%$25.2M$24.5M-$687.1K2026-11-04
LPL Financial LLC
DECREASED600,476610,942-10,466-2%$2.7M$2.6M-$118.1K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED567,803219,828+347,975+158%$967.0K$2.4K-$964.6K2026-11-02
Absolute Investment Advisers, LLC
NEW546,980—+546,980——$2.3M—2026-10-21
Commonwealth Equity Services, LLC
DECREASED357,062369,123-12,061-3%$1.6M$1.5M-$95.9K2026-11-02
Riverbridge Partners LLC
DECREASED260,726280,036-19,310-7%$1.2M$1.1M-$116.3K2026-11-05
Koshinski Asset Management, Inc.
DECREASED197,417202,183-4,766-2%$889.6K$844.9K-$44.7K2026-10-29
Fortitude Advisory Group L.L.C.
UNCHANGED163,481163,48100%$719.3K$699.7K-$19.6K2026-10-15
Kestra Advisory Services, LLC
DECREASED148,093171,236-23,143-14%$753.4K$633.8K-$119.6K2026-11-02
Ashton Thomas Securities, LLC
DECREASED132,373172,379-40,006-23%$758.5K$566.6K-$191.9K2026-10-26
Stonebridge Financial Planning Group, LLC
INCREASED115,84395,998+19,845+21%$422.4K$495.8K+$73.4K2026-11-06
Closed-End Fund Advisors, Inc.
INCREASED88,91081,616+7,294+9%$359.1K$380.5K+$21.4K2026-11-04
Decision Investments, Inc
UNCHANGED79,09879,09800%$348.0K$338.5K-$9.5K2026-10-07
MGO One Seven LLC
DECREASED59,86160,024-1630%$264.1K$256.2K-$7.9K2026-10-28
Connecticut Wealth Management, LLC
UNCHANGED53,88053,88000%$237.1K$230.6K-$6.5K2026-10-13
CoreCap Advisors, LLC
UNCHANGED51,33851,33800%$225.9K$219.7K-$6.2K2026-10-08
Compound Planning, Inc.
DECREASED51,22760,171-8,944-15%$264.8K$219.3K-$45.5K2026-11-09
Allworth Financial LP
INCREASED44,59640,596+4,000+10%$178.6K$196.2K+$17.6K2026-11-06
Sowell Financial Services LLC
INCREASED44,31043,545+765+2%$191.6K$189.6K-$2.0K2026-10-23
Fearless Solutions, LLC dba Best Invest
INCREASED38,43137,851+580+2%$166.5K$164.5K-$2.1K2026-10-14
Melfa Wealth Management, Inc.
UNCHANGED29,59929,59900%$130.2K$126.7K-$3.6K2026-11-06
Cordgrass Capital Advisors, LLC
UNCHANGED29,06229,06200%$127.9K$124.4K-$3.5K2026-10-30
Concurrent Investment Advisors, LLC
DECREASED26,70528,388-1,683-6%$124.9K$114.3K-$10.6K2026-10-16
Valley Brook Capital Group, Inc.
UNCHANGED26,20126,20100%$115.3K$112.1K-$3.1K2026-10-26
Wedbush Securities Inc
DECREASED23,67825,190-1,512-6%$111.0K$101-$110.9K2026-10-22
Hoertkorn Richard Charles
UNCHANGED22,00022,00000%$96.8K$94.2K-$2.6K2026-11-04
PUREfi Wealth, LLC
NEW20,056—+20,056——$85.8K—2026-10-19
Merit Financial Group, LLC
DECREASED18,18120,313-2,132-10%$89.4K$77.8K-$11.6K2026-11-06
Park Avenue Securities LLC
DECREASED17,67318,618-945-5%$82.0K$76-$81.9K2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED16,81021,397-4,587-21%$94.6K$71.9K-$22.6K2026-10-13
Retiremitten Financial LLC
UNCHANGED16,06216,06200%$70.7K$67.3K-$3.4K2026-11-05
Philadelphia Trust Co
UNCHANGED16,00216,00200%$70.0K$68-$69.9K2026-11-05
Ground Swell Capital, LLC
NEW15,185—+15,185——$65.0K—2026-11-09
Broadway Wealth Solutions, Inc.
UNCHANGED14,90014,90000%$65.6K$63.8K-$1.8K2026-10-21
First Heartland Consultants, Inc.
UNCHANGED14,89514,89500%$65.5K$63.8K-$1.8K2026-10-08
Geneos Wealth Management Inc.
NEW13,054—+13,054——$55.9K—2026-11-09
Creative Planning
UNCHANGED12,31012,31000%$54.2K$52.7K-$1.5K2026-11-02
First Nebraska Trust Co
NEW12,268—+12,268——$52.4K—2026-10-30
Farther Finance Advisors, LLC
DECREASED12,11413,114-1,000-8%$57.7K$51.8K-$5.9K2026-10-08
Accredited Investor Services, LLC
DECREASED11,92912,304-375-3%$54.1K$51.1K-$3.1K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED10,88610,737+149+1%$47.2K$45.5K-$1.7K2026-10-13
Mezzasalma Advisors, LLC
UNCHANGED10,65710,65700%$46.9K$45.6K-$1.3K2026-10-14
Pinnacle Wealth Planning Services, Inc.
DECREASED10,64310,833-190-2%$47.7K$45.6K-$2.1K2026-10-27
Collaborative Wealth Managment Inc.
UNCHANGED10,10910,10900%$44.5K$43.3K-$1.2K2026-11-06
WPG Advisers, LLC
DECREASED6,6296,767-138-2%$29.8K$28.4K-$1.4K2026-10-27
Larson Financial Group LLC
UNCHANGED5,8845,88400%$25.9K$25.2K-$7062026-11-05
Fifth Third Bancorp
INCREASED5,0684,599+469+10%$20.2K$21.7K+$1.5K2026-11-05
West Branch Capital LLC
UNCHANGED5,0005,00000%$22.0K$21.4K-$6002026-10-20
PNC Financial Services Group, Inc.
DECREASED4,5158,515-4,000-47%$37.5K$19.3K-$18.1K2026-11-06
Rossby Financial, LCC
UNCHANGED4,4934,49300%$19.8K$19.2K-$5392026-11-05
US Bancorp \de\
UNCHANGED3,0003,00000%$13.2K$12.8K-$3602026-11-05
Creative Financial Designs Inc
UNCHANGED1,3941,39400%$6.1K$6.0K-$1682026-11-04
Armstrong Advisory Group, Inc
UNCHANGED1,3661,36600%$6.0K$5.8K-$1642026-10-09
Golden State Wealth Management, LLC
UNCHANGED90090000%$4.0K$3.9K-$1082026-11-02
Root Financial Partners, LLC
NEW863—+863——$3.7K—2026-10-21
Highline Wealth Partners LLC
NEW675—+675——$2.9K—2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED727200%$317$308-$92026-11-04
Signaturefd, LLC
UNCHANGED424200%$185$180-$52026-10-23
Citigroup Inc
UNCHANGED2200%$9$9$02026-11-04
Shaker Financial Services, LLC
CLOSED0746,733-746,733-100%$3.3M$0-$3.3M2026-10-14
Wolverine Asset Management LLC
CLOSED0110,627-110,627-100%$486.8K$0-$486.8K2026-11-02
Commonwealth Financial Services, LLC
CLOSED026,100-26,100-100%$114.8K$0-$114.8K2026-10-20
Thrivent Financial for Lutherans
CLOSED016,200-16,200-100%$71.0K$0-$71.0K2026-11-05
Parcion Private Wealth LLC
CLOSED014,215-14,215-100%$62.5K$0-$62.5K2026-10-28
International Assets Investment Management, LLC
CLOSED011,701-11,701-100%$51.5K$0-$51.5K2026-11-02
Gilman Hill Asset Management, LLC
CLOSED010,001-10,001-100%$44.0K$0-$44.0K2026-10-13
Summit Securities Group LLC
CLOSED08,608-8,608-100%$37.9K$0-$37.9K2026-11-05
Founders Capital Management
CLOSED06,270-6,270-100%$27.6K$0-$27.6K2026-10-13
IFG Advisory, LLC
CLOSED04,667-4,667-100%$20.5K$0-$20.5K2026-11-09
Vermillion Wealth Management, Inc.
CLOSED03,768-3,768-100%$16.6K$0-$16.6K2026-10-26
Axiom Investment Management LLC
CLOSED03,111-3,111-100%$13.7K$0-$13.7K2026-11-03
AdvisorNet Financial, Inc
CLOSED01,282-1,282-100%$5.6K$0-$5.6K2026-10-15
First Horizon Corp
CLOSED01,176-1,176-100%$5.2K$0-$5.2K2026-10-26
Blue Bell Private Wealth Management, LLC
CLOSED0853-853-100%$3.8K$0-$3.8K2026-10-29
Bessemer Group Inc
CLOSED0662-662-100%$3$0-$32026-11-09
Harbour Investments, Inc.
CLOSED0200-200-100%$880$0-$8802026-11-09
Morgan Stanley
N/A—12,794,540-12,794,540-100%$56.3M———
SIT Investment Associates Inc
N/A—7,175,980-7,175,980-100%$31.6M———
1607 Capital Partners, LLC
N/A—1,505,552-1,505,552-100%$6.6M———
Advisors Asset Management, Inc.
N/A—1,305,725-1,305,725-100%$5.7M———
Raymond James Financial Inc
N/A—1,291,109-1,291,109-100%$5.7M———
Focus Partners Wealth
N/A—904,777-904,777-100%$4.0M———
Rivernorth Capital Management, LLC
N/A—718,955-718,955-100%$3.2M———
Invesco Ltd.
N/A—663,273-663,273-100%$2.9M———
Bank of America Corp
N/A—548,778-548,778-100%$2.4M———
Janney Montgomery Scott LLC
N/A—471,046-471,046-100%$2.1M———
Cohen & Steers, Inc.
N/A—329,603-329,603-100%$1.5M———
Wells Fargo & Company
N/A—286,813-286,813-100%$1.3M———
Stifel Financial Corp
N/A—277,328-277,328-100%$1.2M———
Pathstone Holdings, LLC
N/A—274,549-274,549-100%$1.2M———
UBS Group AG
N/A—254,366-254,366-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—235,831-235,831-100%$1.0M———
Logan Stone Capital, LLC
N/A—199,145-199,145-100%$876.2K———
Mosaic Family Wealth Partners, LLC
N/A—194,724-194,724-100%$856.8K———
Osaic Holdings, Inc.
N/A—189,494-189,494-100%$833.8K———
NewEdge Advisors, LLC
N/A—187,488-187,488-100%$824.9K———
Royal Bank of Canada
N/A—161,608-161,608-100%$711.0K———
Cetera Investment Advisers
N/A—102,873-102,873-100%$452.6K———
HighTower Advisors, LLC
N/A—98,057-98,057-100%$431.5K———
Jane Street Group, LLC
N/A—95,049-95,049-100%$418.2K———
Yakira Capital Management, Inc.
N/A—87,534-87,534-100%$385.2K———
Mariner, LLC
N/A—84,555-84,555-100%$372.0K———
Almitas Capital LLC
N/A—83,238-83,238-100%$366.2K———
Readystate Asset Management LP
N/A—82,916-82,916-100%$364.8K———
Waverly Advisors, LLC
N/A—72,466-72,466-100%$318.9K———
Global Retirement Partners, LLC
N/A—67,097-67,097-100%$295.2K———
Regal Investment Advisors LLC
N/A—64,383-64,383-100%$283.3K———
PIN OAK Investment Advisors Inc
N/A—61,886-61,886-100%$272.0K———
Clear Street Group Inc.
N/A—56,014-56,014-100%$246.5K———
Benjamin Edwards Inc
N/A—53,899-53,899-100%$237.1K———
Ethos Financial Group, LLC
N/A—50,770-50,770-100%$223.4K———
Northstar Financial Companies, Inc.
N/A—46,176-46,176-100%$203.2K———
Susquehanna International Group, LLP
N/A—34,461-34,461-100%$151.6K———
Founders Financial Alliance, LLC
N/A—32,463-32,463-100%$142.8K———
Lazard Asset Management LLC
N/A—31,620-31,620-100%$139.1K———
Resurgent Financial Advisors LLC
N/A—30,700-30,700-100%$135.1K———
XTX Topco Ltd
N/A—27,163-27,163-100%$119.5K———
Goldman Sachs Group Inc
N/A—26,119-26,119-100%$114.9K———
Equitable Holdings, Inc.
N/A—24,550-24,550-100%$108.0K———
Franklin Resources Inc
N/A—23,592-23,592-100%$103.8K———
Rockefeller Capital Management L.P.
N/A—22,494-22,494-100%$99.0K———
Steward Partners Investment Advisory, LLC
N/A—21,020-21,020-100%$92.5K———
Ameriprise Financial Inc
N/A—20,952-20,952-100%$92.2K———
&partners
N/A—19,791-19,791-100%$87.1K———
Citadel Advisors LLC
N/A—19,610-19,610-100%$86.3K———
Private Advisor Group, LLC
N/A—17,938-17,938-100%$78.9K———
Evolve Private Wealth, LLC
N/A—17,565-17,565-100%$77.3K———
HRT Financial LP
N/A—16,768-16,768-100%$73———
Kovack Advisors, Inc.
N/A—16,363-16,363-100%$72.0K———
Rock Point Advisors, LLC
N/A—14,866-14,866-100%$65.4K———
Peapack Gladstone Financial Corp
N/A—14,839-14,839-100%$65.0K———
Envestnet Asset Management Inc
N/A—14,695-14,695-100%$64.7K———
Integrated Wealth Concepts LLC
N/A—13,501-13,501-100%$59.4K———
Captrust Financial Advisors
N/A—13,460-13,460-100%$59.2K———
AQR Capital Management LLC
N/A—11,839-11,839-100%$52.1K———
Stephens Inc
N/A—11,793-11,793-100%$51.9K———
Baird Financial Group, Inc.
N/A—11,111-11,111-100%$48.9K———
Petra Financial Advisors Inc
N/A—10,446-10,446-100%$46.0K———
Teachers Insurance & Annuity Association of America
N/A—4,081-4,081-100%$18.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,000-3,000-100%$13.2K———
Bartlett & Co. Wealth Management LLC
N/A—2,967-2,967-100%$13.1K———
BFC Planning, Inc.
N/A—2,100-2,100-100%$9.2K———
Jones Financial Companies Lllp
N/A—927-927-100%$4.1K———
SOA Wealth Advisors, Llc.
N/A—539-539-100%$2.4K———
JPMorgan Chase & Co
N/A—380-380-100%$1.7K———
Whittier Trust Co of Nevada Inc
N/A—57-57-100%$252———
Showing 146 of 146 institutions