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FS Specialty Lending Fund (FSSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares612,969 from 851,272
Change-238,303 (-28%)
Value$7.1M (-$2.4M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares608,854 from 576,794
Change+32,060 (+6%)
Value$7.1M (+$649.7K)
Filed 2026-11-06
Matisse Capital
INCREASED
Shares529,000 from 519,000
Change+10,000 (+2%)
Value$6.2M (+$365.4K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares514,582 from 524,034
Change-9,452 (-2%)
Value$6.0K (-$5.8M)
Filed 2026-11-02
Riverbridge Partners LLC
INCREASED
Shares214,523 from 159,597
Change+54,926 (+34%)
Value$2.5M (+$715.4K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares211,332 from 211,125
Change+207 (+0%)
Value$2.5M (+$103.7K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares209,235 from 212,854
Change-3,619 (-2%)
Value$2.4M (+$60.1K)
Filed 2026-10-13
Noble Wealth Management PBC
INCREASED
Shares196,519 from 166,003
Change+30,516 (+18%)
Value$2.3M (+$434.6K)
Filed 2026-10-01
Closed-End Fund Advisors, Inc.
DECREASED
Shares147,372 from 170,332
Change-22,960 (-13%)
Value$1.7M (-$185.3K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares116,907 from 148,911
Change-32,004 (-21%)
Value$1.4M (-$300.7K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares111,532 from 64,598
Change+46,934 (+73%)
Value$1.3M (+$576.9K)
Filed 2026-11-06
Plancorp, LLC
INCREASED
Shares109,453 from 49,637
Change+59,816 (+121%)
Value$1.3M (+$727.6K)
Filed 2026-11-03
TrueMark Investments, LLC
INCREASED
Shares105,045 from 99,075
Change+5,970 (+6%)
Value$1.2M (+$117.0K)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares93,940 from 93,988
Change-48 (0%)
Value$1.1M (+$44.6K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares78,385 from 83,901
Change-5,516 (-7%)
Value$911.6K (-$23.9K)
Filed 2026-10-20
Certior Financial Group, LLC
DECREASED
Shares77,536 from 107,241
Change-29,705 (-28%)
Value$901.7K (-$294.0K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares70,905 from 74,303
Change-3,398 (-5%)
Value$826.8K (-$3.2K)
Filed 2026-10-13
Huntleigh Advisors, Inc.
DECREASED
Shares59,107 from 64,207
Change-5,100 (-8%)
Value$687.4K (-$28.5K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares52,754 from 51,194
Change+1,560 (+3%)
Value$613.5K (+$42.7K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
NEW
Shares46,287
Change+46,287
Value$538.3K
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares45,949 from 45,849
Change+100 (+0%)
Value$534.4K (+$23.2K)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares42,891 from 28,791
Change+14,100 (+49%)
Value$498.8K (+$177.8K)
Filed 2026-10-26
Creative Planning
DECREASED
Shares39,920 from 42,706
Change-2,786 (-7%)
Value$464.3K (-$11.9K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares38,534 from 41,706
Change-3,172 (-8%)
Value$448.2K (-$16.9K)
Filed 2026-11-05
Post Resch Tallon Group Inc.
INCREASED
Shares38,457 from 12,500
Change+25,957 (+208%)
Value$447.3K (+$307.9K)
Filed 2026-10-09
Sanders Morris Harris LLC
NEW
Shares37,500
Change+37,500
Value$436.1K
Filed 2026-10-14
Summit Wealth Group LLC / Co
DECREASED
Shares36,637 from 57,396
Change-20,759 (-36%)
Value$426.1K (-$213.9K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares35,336 from 33,322
Change+2,014 (+6%)
Value$411.0K (+$39.4K)
Filed 2026-11-04
Intrua Financial, LLC
DECREASED
Shares33,413 from 35,689
Change-2,276 (-6%)
Value$388.6K (-$9.3K)
Filed 2026-10-28
Soltis Investment Advisors LLC
DECREASED
Shares30,587 from 33,129
Change-2,542 (-8%)
Value$355.7K (-$13.7K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares26,589 from 23,034
Change+3,555 (+15%)
Value$309.2K (+$52.4K)
Filed 2026-10-16
CX Institutional
DECREASED
Shares26,030 from 30,477
Change-4,447 (-15%)
Value$303 (-$37)
Filed 2026-10-02
Advisor Resource Council
DECREASED
Shares25,091 from 29,784
Change-4,693 (-16%)
Value$292.6K (-$39.2K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares24,456 from 25,881
Change-1,425 (-6%)
Value$284.4K (-$4.2K)
Filed 2026-11-04
Financial Partners Group, Inc
INCREASED
Shares23,921 from 23,043
Change+878 (+4%)
Value$278.2K (+$21.3K)
Filed 2026-10-19
BOS Asset Management, LLC
UNCHANGED
Shares23,648 from 23,648
Change0 (0%)
Value$275.0K (+$11.4K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares20,430 from 24,174
Change-3,744 (-15%)
Value$237.6K (-$31.9K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares15,937 from 15,212
Change+725 (+5%)
Value$185.3K (+$15.7K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares15,904
Change+15,904
Value$185
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares15,877 from 15,689
Change+188 (+1%)
Value$184.7K (+$9.7K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares15,177 from 15,177
Change0 (0%)
Value$176.5K (+$7.3K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares13,991 from 11,339
Change+2,652 (+23%)
Value$156.0K (+$29.6K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares13,620 from 19,594
Change-5,974 (-30%)
Value$161.3K (-$58.2K)
Filed 2026-11-02
Diversify Wealth Management, LLC
DECREASED
Shares13,259 from 42,242
Change-28,983 (-69%)
Value$152.7K (-$313.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares13,259 from 42,242
Change-28,983 (-69%)
Value$152.7K (-$313.2K)
Filed 2026-10-20
Aviso Wealth Management
INCREASED
Shares13,231 from 12,541
Change+690 (+6%)
Value$153.9K (+$14.0K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares12,198 from 10,433
Change+1,765 (+17%)
Value$141.9K (+$25.0K)
Filed 2026-11-06
Arista Wealth Management, LLC
UNCHANGED
Shares12,020 from 12,020
Change0 (0%)
Value$139.8K (+$5.8K)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares11,897 from 15,698
Change-3,801 (-24%)
Value$138.4K (-$36.7K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares10,998 from 10,656
Change+342 (+3%)
Value$127.9K (+$9.1K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares10,191
Change+10,191
Value$117.9K
Filed 2026-11-03
Quaker Wealth Management, LLC
DECREASED
Shares10,093 from 13,829
Change-3,736 (-27%)
Value$117.4K (-$40.9K)
Filed 2026-10-22
Private Trust Co NA
UNCHANGED
Shares9,428 from 9,428
Change0 (0%)
Value$109.6K (+$4.5K)
Filed 2026-10-20
Paladin Partners, LLC
UNCHANGED
Shares8,503 from 8,503
Change0 (0%)
Value$98.9K (+$4.1K)
Filed 2026-10-06
Abound Wealth Management
INCREASED
Shares8,046 from 7,748
Change+298 (+4%)
Value$93.6K (+$7.2K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares7,938 from 7,938
Change0 (0%)
Value$92.3K (+$3.8K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares7,391
Change+7,391
Value$86.0K
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares6,439 from 4,255
Change+2,184 (+51%)
Value$74.9K (+$27.4K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares6,366 from 8,880
Change-2,514 (-28%)
Value$74.0K (-$25.0K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares6,201 from 5,491
Change+710 (+13%)
Value$72.1K (+$10.9K)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares5,942
Change+5,942
Value$69.1K
Filed 2026-11-02
Chilton Capital Management LLC
UNCHANGED
Shares5,475 from 5,475
Change0 (0%)
Value$63.7K (+$2.6K)
Filed 2026-10-28
Highline Wealth Partners LLC
UNCHANGED
Shares5,108 from 5,108
Change0 (0%)
Value$59.4K (+$2.5K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares4,836 from 1,351
Change+3,485 (+258%)
Value$56.2K (+$41.2K)
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares4,143 from 4,079
Change+64 (+2%)
Value$48.2K (+$2.7K)
Filed 2026-11-04
Mosley Wealth Management
DECREASED
Shares3,146 from 4,429
Change-1,283 (-29%)
Value$36.2K (-$13.2K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
INCREASED
Shares2,918 from 2,810
Change+108 (+4%)
Value$33.9K (+$2.6K)
Filed 2026-11-04
IAG Wealth Partners, LLC
DECREASED
Shares2,912 from 4,374
Change-1,462 (-33%)
Value$33.9K (-$14.9K)
Filed 2026-11-06
United Financial Planning Group LLC
DECREASED
Shares2,725 from 3,651
Change-926 (-25%)
Value$31.7K (-$9.0K)
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares2,543 from 2,307
Change+236 (+10%)
Value$29.6K (+$3.9K)
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares2,229 from 2,229
Change0 (0%)
Value$25.9K (+$1.1K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares2,179
Change+2,179
Value$25.3K
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares1,984 from 1,984
Change0 (0%)
Value$23.1K (+$952)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$22 (+$1)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,911 from 1,616
Change+295 (+18%)
Value$22.2K (+$4.2K)
Filed 2026-10-27
RMG Wealth Management LLC
NEW
Shares1,747
Change+1,747
Value$20.7K
Filed 2026-10-26
Main Street Group, LTD
DECREASED
Shares1,710 from 2,410
Change-700 (-29%)
Value$19.9K (-$7.0K)
Filed 2026-10-28
Raleigh Capital Management Inc.
INCREASED
Shares1,702 from 1,639
Change+63 (+4%)
Value$19.8K (+$1.5K)
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$19.4K (+$799)
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$19.1K (+$788)
Filed 2026-10-26
Bear Mountain Capital, Inc.
INCREASED
Shares1,556 from 1,498
Change+58 (+4%)
Value$17.7K (+$1.5K)
Filed 2026-11-04
Hughes Financial Services, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$17.5K (+$749)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares1,479 from 1,479
Change0 (0%)
Value$17.2K (+$710)
Filed 2026-10-21
Bfsg, LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$16.1K (+$663)
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$14.8K (+$612)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares1,055 from 1,030
Change+25 (+2%)
Value$12.3K (+$781)
Filed 2026-11-05
DecisionPoint Financial, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$11.1K (+$592)
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$10.8K (+$446)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$10.7K (+$440)
Filed 2026-10-15
Blue Trust, Inc.
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$10.3K (+$427)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares746 from 719
Change+27 (+4%)
Value$8.7K (+$667)
Filed 2026-11-04
Navigoe, LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$8 (+$1)
Filed 2026-11-04
Bare Financial Services, Inc
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$7.7K (+$318)
Filed 2026-11-04
Kozak & Associates, Inc.
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$7.6K (+$250)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares644 from 1,818
Change-1,174 (-65%)
Value$7.5K (-$12.8K)
Filed 2026-10-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$7.3K (+$302)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares602
Change+602
Value$7.0K
Filed 2026-10-21
Concord Wealth Partners
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$6.8K (+$280)
Filed 2026-11-02
New England Capital Financial Advisors LLC
INCREASED
Shares577 from 556
Change+21 (+4%)
Value$6.7K (+$515)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares540 from 470
Change+70 (+15%)
Value$6.3K (+$1.0K)
Filed 2026-11-05
Networth Advisors, LLC
INCREASED
Shares515 from 496
Change+19 (+4%)
Value$6.0K (+$461)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$5.9K (+$245)
Filed 2026-10-22
MV Capital Management, Inc.
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$5.3K (+$219)
Filed 2026-10-29
Team Financial Group, LLC
NEW
Shares446
Change+446
Value$5.2K
Filed 2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$4.9K (+$204)
Filed 2026-10-28
UMB Bank, n.a.
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$4.8K (+$198)
Filed 2026-11-06
Lloyd Advisory Services, Llc.
INCREASED
Shares382 from 368
Change+14 (+4%)
Value$4.4K (+$342)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$4.4K (+$182)
Filed 2026-10-21
Key Capital Management, Inc
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$4.4K (+$180)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares346 from 180
Change+166 (+92%)
Value$4.0K (+$2.0K)
Filed 2026-10-21
Reap Financial Group, LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$3.8K (+$158)
Filed 2026-11-02
Financial Freedom, LLC
NEW
Shares292
Change+292
Value$3.4K
Filed 2026-11-06
Beacon Financial Strategies Corp
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$3.2K (+$131)
Filed 2026-10-14
POM Investment Strategies, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$3.1K (+$129)
Filed 2026-10-20
Godsey & Gibb, Inc
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$2.9K (+$121)
Filed 2026-10-14
Strategic Advocates LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$2.8K (+$114)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$2.8K (+$57)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$2.5K (+$101)
Filed 2026-10-23
JB Capital LLC
CLOSED
Shares0 from 64,040
Change-64,040 (-100%)
Value$0 (-$714.0K)
Filed 2026-10-19
Inscription Capital, LLC
CLOSED
Shares0 from 47,250
Change-47,250 (-100%)
Value$0 (-$526.8K)
Filed 2026-11-02
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 20,121
Change-20,121 (-100%)
Value$0 (-$224.3K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 19,800
Change-19,800 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 19,800
Change-19,800 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 16,252
Change-16,252 (-100%)
Value$0 (-$181.2K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 14,011
Change-14,011 (-100%)
Value$0 (-$156.2K)
Filed 2026-10-19
WealthPLAN Partners, LLC
CLOSED
Shares0 from 12,287
Change-12,287 (-100%)
Value$0 (-$137.0K)
Filed 2026-10-15
Frederick Financial Consultants, LLC
CLOSED
Shares0 from 10,527
Change-10,527 (-100%)
Value$0 (-$117.4K)
Filed 2026-10-29
Freedom Day Solutions, LLC
CLOSED
Shares0 from 10,028
Change-10,028 (-100%)
Value$0 (-$111.8K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 5,496
Change-5,496 (-100%)
Value$0 (-$61.3K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 3,149
Change-3,149 (-100%)
Value$0 (-$35.1K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,655
Change-2,655 (-100%)
Value$0 (-$29.6K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 1,428
Change-1,428 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 935
Change-935 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-07
Bokf, NA
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-27
Evolution Wealth Management Inc.
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-28
SBK Financial, Inc.
CLOSED
Shares0 from 478
Change-478 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 477
Change-477 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-14
Beacon Capital Management, Inc.
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-13
Nomura Holdings Inc
N/A
Shares— from 3,719,086
Change-3,719,086 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 2,900,663
Change-2,900,663 (-100%)
Value—
OAK Hill Advisors LP
N/A
Shares— from 2,872,108
Change-2,872,108 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 2,800,048
Change-2,800,048 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 2,608,084
Change-2,608,084 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,698,203
Change-1,698,203 (-100%)
Value—
GCM Grosvenor Holdings, LLC
N/A
Shares— from 1,501,875
Change-1,501,875 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,365,355
Change-1,365,355 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,349,894
Change-1,349,894 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,283,267
Change-1,283,267 (-100%)
Value—
North Ground Capital
N/A
Shares— from 817,600
Change-817,600 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 585,015
Change-585,015 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 537,295
Change-537,295 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 497,982
Change-497,982 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 428,858
Change-428,858 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 327,457
Change-327,457 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 317,556
Change-317,556 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 287,717
Change-287,717 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 267,262
Change-267,262 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 215,000
Change-215,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 209,499
Change-209,499 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 179,430
Change-179,430 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 128,092
Change-128,092 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 124,905
Change-124,905 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 115,553
Change-115,553 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 112,241
Change-112,241 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 95,878
Change-95,878 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 87,121
Change-87,121 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 83,976
Change-83,976 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 76,737
Change-76,737 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 76,304
Change-76,304 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 74,255
Change-74,255 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 71,566
Change-71,566 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 62,706
Change-62,706 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 61,459
Change-61,459 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 55,899
Change-55,899 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 53,416
Change-53,416 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 52,452
Change-52,452 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 51,083
Change-51,083 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 50,363
Change-50,363 (-100%)
Value—
UBS Group AG
N/A
Shares— from 44,674
Change-44,674 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 39,958
Change-39,958 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 37,781
Change-37,781 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,528
Change-37,528 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 36,856
Change-36,856 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 33,723
Change-33,723 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 33,202
Change-33,202 (-100%)
Value—
&partners
N/A
Shares— from 32,865
Change-32,865 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 32,794
Change-32,794 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 32,696
Change-32,696 (-100%)
Value—
CSS LLC
N/A
Shares— from 31,700
Change-31,700 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,266
Change-31,266 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 30,538
Change-30,538 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,210
Change-30,210 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 29,725
Change-29,725 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 29,178
Change-29,178 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 28,294
Change-28,294 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 28,157
Change-28,157 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 27,907
Change-27,907 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,594
Change-26,594 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 25,847
Change-25,847 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 25,338
Change-25,338 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 24,272
Change-24,272 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 23,537
Change-23,537 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,535
Change-21,535 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,555
Change-20,555 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,216
Change-19,216 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 17,861
Change-17,861 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 17,843
Change-17,843 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,825
Change-17,825 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,025
Change-16,025 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 15,742
Change-15,742 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,502
Change-15,502 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 14,673
Change-14,673 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 14,208
Change-14,208 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 14,034
Change-14,034 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,376
Change-13,376 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 13,094
Change-13,094 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,693
Change-12,693 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 12,007
Change-12,007 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 11,654
Change-11,654 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 11,457
Change-11,457 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,653
Change-10,653 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,505
Change-10,505 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,494
Change-5,494 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 705
Change-705 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 488
Change-488 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 441
Change-441 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 315
Change-315 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 46
Change-46 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED612,969851,272-238,303-28%$9.5M$7.1M-$2.4M2026-11-02
LPL Financial LLC
INCREASED608,854576,794+32,060+6%$6.4M$7.1M+$649.7K2026-11-06
Matisse Capital
INCREASED529,000519,000+10,000+2%$5.8M$6.2M+$365.4K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED514,582524,034-9,452-2%$5.8M$6.0K-$5.8M2026-11-02
Riverbridge Partners LLC
INCREASED214,523159,597+54,926+34%$1.8M$2.5M+$715.4K2026-11-05
Choreo, LLC
INCREASED211,332211,125+207+0%$2.4M$2.5M+$103.7K2026-10-28
Independent Financial Group, LLC
DECREASED209,235212,854-3,619-2%$2.4M$2.4M+$60.1K2026-10-13
Noble Wealth Management PBC
INCREASED196,519166,003+30,516+18%$1.9M$2.3M+$434.6K2026-10-01
Closed-End Fund Advisors, Inc.
DECREASED147,372170,332-22,960-13%$1.9M$1.7M-$185.3K2026-11-04
Kestra Advisory Services, LLC
DECREASED116,907148,911-32,004-21%$1.7M$1.4M-$300.7K2026-11-02
Merit Financial Group, LLC
INCREASED111,53264,598+46,934+73%$720.3K$1.3M+$576.9K2026-11-06
Plancorp, LLC
INCREASED109,45349,637+59,816+121%$542.0K$1.3M+$727.6K2026-11-03
TrueMark Investments, LLC
INCREASED105,04599,075+5,970+6%$1.1M$1.2M+$117.0K2026-11-05
Ellis Investment Partners, LLC
DECREASED93,94093,988-480%$1.0M$1.1M+$44.6K2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED78,38583,901-5,516-7%$935.5K$911.6K-$23.9K2026-10-20
Certior Financial Group, LLC
DECREASED77,536107,241-29,705-28%$1.2M$901.7K-$294.0K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED70,90574,303-3,398-5%$830.0K$826.8K-$3.2K2026-10-13
Huntleigh Advisors, Inc.
DECREASED59,10764,207-5,100-8%$715.9K$687.4K-$28.5K2026-11-03
Apollon Wealth Management, LLC
INCREASED52,75451,194+1,560+3%$570.8K$613.5K+$42.7K2026-10-23
Elevation Point Wealth Partners, LLC
NEW46,287—+46,287——$538.3K—2026-11-05
Farther Finance Advisors, LLC
INCREASED45,94945,849+100+0%$511.2K$534.4K+$23.2K2026-10-08
Oppenheimer & Co Inc
INCREASED42,89128,791+14,100+49%$321.0K$498.8K+$177.8K2026-10-26
Creative Planning
DECREASED39,92042,706-2,786-7%$476.2K$464.3K-$11.9K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED38,53441,706-3,172-8%$465.0K$448.2K-$16.9K2026-11-05
Post Resch Tallon Group Inc.
INCREASED38,45712,500+25,957+208%$139.4K$447.3K+$307.9K2026-10-09
Sanders Morris Harris LLC
NEW37,500—+37,500——$436.1K—2026-10-14
Summit Wealth Group LLC / Co
DECREASED36,63757,396-20,759-36%$640.0K$426.1K-$213.9K2026-10-29
Lido Advisors, LLC
INCREASED35,33633,322+2,014+6%$371.5K$411.0K+$39.4K2026-11-04
Intrua Financial, LLC
DECREASED33,41335,689-2,276-6%$397.9K$388.6K-$9.3K2026-10-28
Soltis Investment Advisors LLC
DECREASED30,58733,129-2,542-8%$369.4K$355.7K-$13.7K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED26,58923,034+3,555+15%$256.8K$309.2K+$52.4K2026-10-16
CX Institutional
DECREASED26,03030,477-4,447-15%$340$303-$372026-10-02
Advisor Resource Council
DECREASED25,09129,784-4,693-16%$331.8K$292.6K-$39.2K2026-11-05
Csenge Advisory Group
DECREASED24,45625,881-1,425-6%$288.6K$284.4K-$4.2K2026-11-04
Financial Partners Group, Inc
INCREASED23,92123,043+878+4%$256.9K$278.2K+$21.3K2026-10-19
BOS Asset Management, LLC
UNCHANGED23,64823,64800%$263.7K$275.0K+$11.4K2026-10-09
EverSource Wealth Advisors, LLC
DECREASED20,43024,174-3,744-15%$269.5K$237.6K-$31.9K2026-11-04
Brookstone Capital Management
INCREASED15,93715,212+725+5%$169.6K$185.3K+$15.7K2026-10-22
M Holdings Securities, Inc.
NEW15,904—+15,904——$185—2026-11-03
Diversified Enterprises, LLC
INCREASED15,87715,689+188+1%$174.9K$184.7K+$9.7K2026-10-19
Bryn Mawr Trust Advisors, LLC
UNCHANGED15,17715,17700%$169.2K$176.5K+$7.3K2026-11-04
Allworth Financial LP
INCREASED13,99111,339+2,652+23%$126.4K$156.0K+$29.6K2026-11-06
International Assets Investment Management, LLC
DECREASED13,62019,594-5,974-30%$219.5K$161.3K-$58.2K2026-11-02
Diversify Wealth Management, LLC
DECREASED13,25942,242-28,983-69%$465.9K$152.7K-$313.2K2026-10-20
Diversify Advisory Services, LLC
DECREASED13,25942,242-28,983-69%$465.9K$152.7K-$313.2K2026-10-20
Aviso Wealth Management
INCREASED13,23112,541+690+6%$139.8K$153.9K+$14.0K2026-11-04
Savant Capital, LLC
INCREASED12,19810,433+1,765+17%$116.9K$141.9K+$25.0K2026-11-06
Arista Wealth Management, LLC
UNCHANGED12,02012,02000%$134.0K$139.8K+$5.8K2026-10-29
Advisor OS, LLC
DECREASED11,89715,698-3,801-24%$175.0K$138.4K-$36.7K2026-11-03
Truist Financial Corp
INCREASED10,99810,656+342+3%$118.8K$127.9K+$9.1K2026-10-30
StoneX Group Inc.
NEW10,191—+10,191——$117.9K—2026-11-03
Quaker Wealth Management, LLC
DECREASED10,09313,829-3,736-27%$158.3K$117.4K-$40.9K2026-10-22
Private Trust Co NA
UNCHANGED9,4289,42800%$105.1K$109.6K+$4.5K2026-10-20
Paladin Partners, LLC
UNCHANGED8,5038,50300%$94.8K$98.9K+$4.1K2026-10-06
Abound Wealth Management
INCREASED8,0467,748+298+4%$86.4K$93.6K+$7.2K2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED7,9387,93800%$88.5K$92.3K+$3.8K2026-10-27
Jacobi Capital Management LLC
NEW7,391—+7,391——$86.0K—2026-11-05
Golden State Wealth Management, LLC
INCREASED6,4394,255+2,184+51%$47.5K$74.9K+$27.4K2026-11-02
IFP Advisors, Inc
DECREASED6,3668,880-2,514-28%$99.0K$74.0K-$25.0K2026-10-16
CoreCap Advisors, LLC
INCREASED6,2015,491+710+13%$61.2K$72.1K+$10.9K2026-10-08
Heritage Family Offices, LLP
NEW5,942—+5,942——$69.1K—2026-11-02
Chilton Capital Management LLC
UNCHANGED5,4755,47500%$61.0K$63.7K+$2.6K2026-10-28
Highline Wealth Partners LLC
UNCHANGED5,1085,10800%$57.0K$59.4K+$2.5K2026-10-19
Parallel Advisors, LLC
INCREASED4,8361,351+3,485+258%$15.1K$56.2K+$41.2K2026-11-03
Kingdom Financial Group Llc.
INCREASED4,1434,079+64+2%$45.5K$48.2K+$2.7K2026-11-04
Mosley Wealth Management
DECREASED3,1464,429-1,283-29%$49.4K$36.2K-$13.2K2026-10-16
Tounjian Advisory Partners, LLC
INCREASED2,9182,810+108+4%$31.3K$33.9K+$2.6K2026-11-04
IAG Wealth Partners, LLC
DECREASED2,9124,374-1,462-33%$48.8K$33.9K-$14.9K2026-11-06
United Financial Planning Group LLC
DECREASED2,7253,651-926-25%$40.7K$31.7K-$9.0K2026-11-04
WPG Advisers, LLC
INCREASED2,5432,307+236+10%$25.7K$29.6K+$3.9K2026-10-27
Jnba Financial Advisors
UNCHANGED2,2292,22900%$24.9K$25.9K+$1.1K2026-11-03
Nova Financial LLC
NEW2,179—+2,179——$25.3K—2026-11-04
Gen-Wealth Partners Inc
UNCHANGED1,9841,98400%$22.1K$23.1K+$9522026-11-04
Avion Wealth
UNCHANGED1,9641,96400%$21$22+$12026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED1,9111,616+295+18%$18.0K$22.2K+$4.2K2026-10-27
RMG Wealth Management LLC
NEW1,747—+1,747——$20.7K—2026-10-26
Main Street Group, LTD
DECREASED1,7102,410-700-29%$26.9K$19.9K-$7.0K2026-10-28
Raleigh Capital Management Inc.
INCREASED1,7021,639+63+4%$18.3K$19.8K+$1.5K2026-10-28
Signaturefd, LLC
UNCHANGED1,6651,66500%$18.6K$19.4K+$7992026-10-23
Advocate Investing Services LLC
UNCHANGED1,6411,64100%$18.3K$19.1K+$7882026-10-26
Bear Mountain Capital, Inc.
INCREASED1,5561,498+58+4%$16.2K$17.7K+$1.5K2026-11-04
Hughes Financial Services, LLC
UNCHANGED1,4981,49800%$16.7K$17.5K+$7492026-10-30
PFS Partners, LLC
UNCHANGED1,4791,47900%$16.5K$17.2K+$7102026-10-21
Bfsg, LLC
UNCHANGED1,3811,38100%$15.4K$16.1K+$6632026-10-30
JFS Wealth Advisors, LLC
UNCHANGED1,2751,27500%$14.2K$14.8K+$6122026-11-03
Larson Financial Group LLC
INCREASED1,0551,030+25+2%$11.5K$12.3K+$7812026-11-05
DecisionPoint Financial, LLC
UNCHANGED94094000%$10.5K$11.1K+$5922026-10-27
Mather Group, Llc.
UNCHANGED93093000%$10.4K$10.8K+$4462026-10-14
Wolff Wiese Magana LLC
UNCHANGED91691600%$10.2K$10.7K+$4402026-10-15
Blue Trust, Inc.
UNCHANGED88988900%$9.9K$10.3K+$4272026-10-15
Creative Financial Designs Inc
INCREASED746719+27+4%$8.0K$8.7K+$6672026-11-04
Navigoe, LLC
UNCHANGED71471400%$7$8+$12026-11-04
Bare Financial Services, Inc
UNCHANGED66466400%$7.4K$7.7K+$3182026-11-04
Kozak & Associates, Inc.
UNCHANGED65765700%$7.4K$7.6K+$2502026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED6441,818-1,174-65%$20.3K$7.5K-$12.8K2026-10-05
Brown, Lisle Ings, Inc.
UNCHANGED62862800%$7.0K$7.3K+$3022026-10-16
Root Financial Partners, LLC
NEW602—+602——$7.0K—2026-10-21
Concord Wealth Partners
UNCHANGED58358300%$6.5K$6.8K+$2802026-11-02
New England Capital Financial Advisors LLC
INCREASED577556+21+4%$6.2K$6.7K+$5152026-11-03
Fifth Third Bancorp
INCREASED540470+70+15%$5.2K$6.3K+$1.0K2026-11-05
Networth Advisors, LLC
INCREASED515496+19+4%$5.5K$6.0K+$4612026-11-03
West Financial Advisors, LLC
UNCHANGED51051000%$5.7K$5.9K+$2452026-10-22
MV Capital Management, Inc.
UNCHANGED45745700%$5.1K$5.3K+$2192026-10-29
Team Financial Group, LLC
NEW446—+446——$5.2K—2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED42542500%$4.7K$4.9K+$2042026-10-28
UMB Bank, n.a.
UNCHANGED41341300%$4.6K$4.8K+$1982026-11-06
Lloyd Advisory Services, Llc.
INCREASED382368+14+4%$4.1K$4.4K+$3422026-11-02
Sunrise Financial Services, LLC
UNCHANGED38038000%$4.2K$4.4K+$1822026-10-21
Key Capital Management, Inc
UNCHANGED37437400%$4.2K$4.4K+$1802026-11-03
Assetmark, Inc
INCREASED346180+166+92%$2.0K$4.0K+$2.0K2026-10-21
Reap Financial Group, LLC
UNCHANGED32932900%$3.7K$3.8K+$1582026-11-02
Financial Freedom, LLC
NEW292—+292——$3.4K—2026-11-06
Beacon Financial Strategies Corp
UNCHANGED27427400%$3.1K$3.2K+$1312026-10-14
POM Investment Strategies, LLC
UNCHANGED26826800%$3.0K$3.1K+$1292026-10-20
Godsey & Gibb, Inc
UNCHANGED25225200%$2.8K$2.9K+$1212026-10-14
Strategic Advocates LLC
UNCHANGED23823800%$2.7K$2.8K+$1142026-11-03
Compass Financial Management LLC
UNCHANGED23823800%$2.7K$2.8K+$572026-10-30
Valley National Advisers Inc
UNCHANGED21121100%$2.4K$2.5K+$1012026-10-23
JB Capital LLC
CLOSED064,040-64,040-100%$714.0K$0-$714.0K2026-10-19
Inscription Capital, LLC
CLOSED047,250-47,250-100%$526.8K$0-$526.8K2026-11-02
Almanack Investment Partners, Llc.
CLOSED020,121-20,121-100%$224.3K$0-$224.3K2026-11-03
Axxcess Wealth Management, LLC
CLOSED019,800-19,800-100%$220.8K$0-$220.8K2026-10-21
Capital Asset Advisory Services LLC
CLOSED019,800-19,800-100%$220.8K$0-$220.8K2026-10-30
WealthPlan Investment Management, LLC
CLOSED016,252-16,252-100%$181.2K$0-$181.2K2026-10-15
Laurel OAK Wealth Management, LLC
CLOSED014,011-14,011-100%$156.2K$0-$156.2K2026-10-19
WealthPLAN Partners, LLC
CLOSED012,287-12,287-100%$137.0K$0-$137.0K2026-10-15
Frederick Financial Consultants, LLC
CLOSED010,527-10,527-100%$117.4K$0-$117.4K2026-10-29
Freedom Day Solutions, LLC
CLOSED010,028-10,028-100%$111.8K$0-$111.8K2026-10-20
Smallwood Wealth Investment Management, LLC
CLOSED05,496-5,496-100%$61.3K$0-$61.3K2026-10-30
PNC Financial Services Group, Inc.
CLOSED03,149-3,149-100%$35.1K$0-$35.1K2026-11-06
AdvisorNet Financial, Inc
CLOSED02,655-2,655-100%$29.6K$0-$29.6K2026-10-15
Buck Wealth Strategies, LLC
CLOSED01,428-1,428-100%$15.9K$0-$15.9K2026-10-28
Robinswood Financial LLC
CLOSED0935-935-100%$10.4K$0-$10.4K2026-10-20
Salem Investment Counselors Inc
CLOSED0757-757-100%$8.4K$0-$8.4K2026-10-13
Cedar Mountain Advisors, LLC
CLOSED0675-675-100%$7.5K$0-$7.5K2026-10-15
MCF Advisors LLC
CLOSED0670-670-100%$7.5K$0-$7.5K2026-10-28
Elevation Wealth Partners, LLC
CLOSED0657-657-100%$7.3K$0-$7.3K2026-10-07
Bokf, NA
CLOSED0595-595-100%$6.6K$0-$6.6K2026-10-27
Evolution Wealth Management Inc.
CLOSED0499-499-100%$5.6K$0-$5.6K2026-10-28
SBK Financial, Inc.
CLOSED0478-478-100%$5.3K$0-$5.3K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0477-477-100%$5.3K$0-$5.3K2026-10-14
Beacon Capital Management, Inc.
CLOSED0202-202-100%$2.3K$0-$2.3K2026-10-13
Nomura Holdings Inc
N/A—3,719,086-3,719,086-100%$41.5M———
Thomas J. Herzfeld Advisors, Inc.
N/A—2,900,663-2,900,663-100%$32.3M———
OAK Hill Advisors LP
N/A—2,872,108-2,872,108-100%$32.0M———
Rivernorth Capital Management, LLC
N/A—2,800,048-2,800,048-100%$31.2M———
SIT Investment Associates Inc
N/A—2,608,084-2,608,084-100%$29.1M———
Envestnet Asset Management Inc
N/A—1,698,203-1,698,203-100%$18.9M———
GCM Grosvenor Holdings, LLC
N/A—1,501,875-1,501,875-100%$16.7M———
Penserra Capital Management LLC
N/A—1,365,355-1,365,355-100%$15.2M———
Pathstone Holdings, LLC
N/A—1,349,894-1,349,894-100%$15.1M———
Morgan Stanley
N/A—1,283,267-1,283,267-100%$14.3M———
North Ground Capital
N/A—817,600-817,600-100%$9.1M———
Toronto Dominion Bank
N/A—700,000-700,000-100%$7.8M———
Citadel Advisors LLC
N/A—585,015-585,015-100%$6.5M———
Almitas Capital LLC
N/A—537,295-537,295-100%$6.0M———
Cetera Investment Advisers
N/A—497,982-497,982-100%$5.6M———
Stifel Financial Corp
N/A—428,858-428,858-100%$4.8M———
Osaic Holdings, Inc.
N/A—327,457-327,457-100%$3.7M———
Raymond James Financial Inc
N/A—317,556-317,556-100%$3.5M———
BlackRock, Inc.
N/A—287,717-287,717-100%$3.2M———
Advisors Asset Management, Inc.
N/A—267,262-267,262-100%$3.0M———
Cohen & Steers, Inc.
N/A—215,000-215,000-100%$2.4M———
Rockefeller Capital Management L.P.
N/A—209,499-209,499-100%$2.3M———
Clear Street Group Inc.
N/A—179,430-179,430-100%$2.0M———
Saba Capital Management, L.P.A
N/A—128,092-128,092-100%$1.4M———
Cofg Advisors, LLC
N/A—124,905-124,905-100%$1.4M———
XTX Topco Ltd
N/A—115,553-115,553-100%$1.3M———
Kovack Advisors, Inc.
N/A—112,241-112,241-100%$1.3M———
MML Investors Services, LLC
N/A—95,878-95,878-100%$1.1M———
West Michigan Advisors, LLC
N/A—87,121-87,121-100%$971.4K———
HighTower Advisors, LLC
N/A—83,976-83,976-100%$936.3K———
Mariner, LLC
N/A—76,737-76,737-100%$855.6K———
Cerity Partners LLC
N/A—76,304-76,304-100%$850.8K———
Harbour Investments, Inc.
N/A—74,255-74,255-100%$827.9K———
OneDigital Investment Advisors LLC
N/A—71,566-71,566-100%$798.0K———
Private Advisor Group, LLC
N/A—62,706-62,706-100%$699.2K———
Bank of America Corp
N/A—61,459-61,459-100%$685.3K———
Arete Wealth Advisors, LLC
N/A—55,899-55,899-100%$623.3K———
Robinson Capital Management, LLC
N/A—53,416-53,416-100%$595.6K———
PFG Investments, LLC
N/A—52,452-52,452-100%$584.8K———
Great Valley Advisor Group, Inc.
N/A—51,083-51,083-100%$569.6K———
Blackstone Inc.
N/A—50,363-50,363-100%$561.5K———
UBS Group AG
N/A—44,674-44,674-100%$498.1K———
NewEdge Advisors, LLC
N/A—39,958-39,958-100%$445.5K———
Summit Trail Advisors, LLC
N/A—37,781-37,781-100%$421.3K———
Beacon Pointe Advisors, LLC
N/A—37,528-37,528-100%$418.4K———
Maridea Wealth Management LLC
N/A—36,856-36,856-100%$410.9K———
Arkadios Wealth Advisors
N/A—33,723-33,723-100%$376.0K———
Trivium Point Advisory, LLC
N/A—33,202-33,202-100%$370.2K———
&partners
N/A—32,865-32,865-100%$357.4K———
Seven Springs Wealth Group, LLC
N/A—32,794-32,794-100%$365.7K———
IFG Advisory, LLC
N/A—32,696-32,696-100%$364.6K———
CSS LLC
N/A—31,700-31,700-100%$353.5K———
Jane Street Group, LLC
N/A—31,266-31,266-100%$348.6K———
AE Wealth Management LLC
N/A—30,538-30,538-100%$340.5K———
IHT Wealth Management, LLC
N/A—30,210-30,210-100%$336.9K———
Foundations Investment Advisors, LLC
N/A—29,725-29,725-100%$331.4K———
Alpine Global Management, LLC
N/A—29,178-29,178-100%$325.3K———
Moneta Group Investment Advisors LLC
N/A—28,294-28,294-100%$315.5K———
Cresset Asset Management, LLC
N/A—28,157-28,157-100%$314.0K———
Mercer Global Advisors Inc
N/A—27,907-27,907-100%$311.2K———
Stratos Wealth Partners, Ltd.
N/A—26,594-26,594-100%$296.5K———
Financial Gravity Companies, Inc.
N/A—25,847-25,847-100%$288.2K———
Dakota Wealth Management
N/A—25,338-25,338-100%$282.5K———
Empower Advisory Group, LLC
N/A—24,272-24,272-100%$270.6K———
Hopwood Nicholas Hunter
N/A—23,537-23,537-100%$262.4K———
Bleakley Financial Group, LLC
N/A—21,535-21,535-100%$240.1K———
Captrust Financial Advisors
N/A—20,555-20,555-100%$229.2K———
Modern Wealth Management, LLC
N/A—19,216-19,216-100%$214.3K———
Aptus Capital Advisors, LLC
N/A—17,861-17,861-100%$199.2K———
Legacy Capital Group California, Inc.
N/A—17,843-17,843-100%$198.9K———
Royal Bank of Canada
N/A—17,825-17,825-100%$199.0K———
K2 Principal Fund, L.P.
N/A—16,500-16,500-100%$184.0K———
Focus Partners Wealth
N/A—16,025-16,025-100%$178.7K———
Clarion Wealth Managment Partners, LLC
N/A—15,742-15,742-100%$175.5K———
Integrated Wealth Concepts LLC
N/A—15,502-15,502-100%$172.9K———
Inspire Advisors, LLC
N/A—14,673-14,673-100%$163.6K———
Virtu Financial LLC
N/A—14,208-14,208-100%$158.0K———
Guardian Wealth Advisors, LLC / NC
N/A—14,098-14,098-100%$157.2K———
Legacy Wealth Managment, LLC
N/A—14,034-14,034-100%$156.5K———
Western Wealth Management, LLC
N/A—13,376-13,376-100%$149.1K———
Harvest Investment Services, LLC
N/A—13,094-13,094-100%$146.0K———
Global Retirement Partners, LLC
N/A—12,693-12,693-100%$141.5K———
NorthRock Partners, LLC
N/A—12,007-12,007-100%$133.9K———
Marex Group Ltd
N/A—11,654-11,654-100%$129.9K———
Caldwell Sutter Capital, Inc.
N/A—11,457-11,457-100%$127.7K———
CreativeOne Wealth, LLC
N/A—10,653-10,653-100%$118.8K———
HRT Financial LP
N/A—10,505-10,505-100%$117.0K———
Continuum Advisory, LLC
N/A—7,595-7,595-100%$84.7K———
CVA Family Office, LLC
N/A—7,023-7,023-100%$78.3K———
PIN OAK Investment Advisors Inc
N/A—6,140-6,140-100%$68.0K———
Steward Partners Investment Advisory, LLC
N/A—5,494-5,494-100%$61.3K———
BFC Planning, Inc.
N/A—4,500-4,500-100%$50.2K———
Wells Fargo & Company
N/A—3,753-3,753-100%$41.9K———
HFM Investment Advisors, LLC
N/A—2,927-2,927-100%$32.6K———
Atlantic Union Bankshares Corp
N/A—2,887-2,887-100%$32.2K———
ST Germain D J Co Inc
N/A—2,836-2,836-100%$31.6K———
Tidemark, LLC
N/A—2,666-2,666-100%$29.7K———
Basepoint Wealth LLC
N/A—2,645-2,645-100%$29.5K———
Northwestern Mutual Wealth Management Co
N/A—2,364-2,364-100%$26.4K———
Quent Capital, LLC
N/A—2,026-2,026-100%$22.6K———
JPL Wealth Management, LLC
N/A—1,965-1,965-100%$21.9K———
PlanVest Financial, Inc
N/A—1,926-1,926-100%$21.5K———
Bernard Wealth Management Corp.
N/A—1,835-1,835-100%$20.5K———
SHP Wealth Management
N/A—1,634-1,634-100%$18.2K———
Arax Advisory Partners
N/A—1,551-1,551-100%$17.3K———
Financial Life Planners
N/A—1,518-1,518-100%$16.9K———
HighMark Wealth Management LLC
N/A—1,485-1,485-100%$16.6K———
Truvestments Capital LLC
N/A—1,275-1,275-100%$14.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,246-1,246-100%$13.9K———
LRI Investments, LLC
N/A—1,161-1,161-100%$12.9K———
Providence Capital Advisors, LLC
N/A—1,088-1,088-100%$12.1K———
Smartleaf Asset Management LLC
N/A—773-773-100%$8.7K———
Meramec Financial Planners, LLC
N/A—758-758-100%$8.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—705-705-100%$7.9K———
Ameriflex Group, Inc.
N/A—584-584-100%$6.5K———
Corsicana & Co.
N/A—488-488-100%$5.4K———
Napier Financial, LLC
N/A—465-465-100%$5.2K———
Frazier Financial Advisors, LLC
N/A—454-454-100%$5.1K———
JPMorgan Chase & Co
N/A—441-441-100%$4.9K———
Swan Capital LLC
N/A—413-413-100%$4.6K———
Bogart Wealth, LLC
N/A—399-399-100%$4.4K———
Rothschild Investment LLC
N/A—373-373-100%$4.2K———
Fourth Dimension Wealth, LLC
N/A—352-352-100%$3.9K———
Silicon Valley Capital Partners
N/A—315-315-100%$3.5K———
Dunhill Financial, LLC
N/A—300-300-100%$3.3K———
FWL Investment Management, LLC
N/A—237-237-100%$2.6K———
Darwin Wealth Management, LLC
N/A—210-210-100%$2.3K———
Capital Analysts, LLC
N/A—172-172-100%$2———
Nova Wealth Management, Inc.
N/A—154-154-100%$1.7K———
Allied Private Wealth LLC
N/A—108-108-100%$1.2K———
Tower Research Capital LLC (TRC)
N/A—46-46-100%$513———
Showing 273 of 273 institutions