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Main Sector Rotation ETF (SECT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Madrona Financial Services, LLC
INCREASED
Shares269,710 from 261,358
Change+8,352 (+3%)
Value$19.3M (+$464.3K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares206,720 from 162,820
Change+43,900 (+27%)
Value$14.8M (+$3.1M)
Filed 2026-11-05
Gibbs Wealth Management
DECREASED
Shares200,946 from 202,591
Change-1,645 (-1%)
Value$14.4M (-$221.1K)
Filed 2026-10-22
Encompass More Asset Management
INCREASED
Shares180,839 from 176,200
Change+4,639 (+3%)
Value$12.9M (+$242.0K)
Filed 2026-10-16
AMG Asset Management Group, Inc.
DECREASED
Shares153,197 from 153,480
Change-283 (0%)
Value$11.0M (-$98.5K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares115,226 from 106,703
Change+8,523 (+8%)
Value$8.2M (+$555.4K)
Filed 2026-10-30
Atria Investments, Inc
DECREASED
Shares114,419 from 116,376
Change-1,957 (-2%)
Value$8.2M (-$199.4K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
NEW
Shares107,727
Change+107,727
Value$7.7M
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares104,132
Change+104,132
Value$7.5M
Filed 2026-10-28
Virtue Capital Management, LLC
INCREASED
Shares89,299 from 85,721
Change+3,578 (+4%)
Value$6.4M (+$212.3K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
INCREASED
Shares73,774 from 33,183
Change+40,591 (+122%)
Value$5.3M (+$2.9M)
Filed 2026-10-13
Echo45 Advisors LLC
INCREASED
Shares69,097 from 68,750
Change+347 (+1%)
Value$4.9M (-$10.3K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares63,050 from 78,653
Change-15,603 (-20%)
Value$4.5K (-$5.7M)
Filed 2026-11-02
Advantage Trust Co
INCREASED
Shares48,353 from 47,492
Change+861 (+2%)
Value$3.5M (+$37.4K)
Filed 2026-10-19
CFC Planning Co LLC
DECREASED
Shares41,072 from 41,100
Change-28 (0%)
Value$2.9M (-$22.9K)
Filed 2026-10-28
Lunt Capital Management, Inc.
INCREASED
Shares38,003 from 37,166
Change+837 (+2%)
Value$2.7M (+$40.9K)
Filed 2026-10-30
Tactive Advisors, LLC
DECREASED
Shares37,226 from 41,307
Change-4,081 (-10%)
Value$2.7M (-$313.0K)
Filed 2026-10-08
Victory Financial Group, LLC
INCREASED
Shares36,481 from 34,187
Change+2,294 (+7%)
Value$2.6M (+$146.7K)
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares36,172 from 41,188
Change-5,016 (-12%)
Value$2.6M (-$379.9K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares31,991 from 24,007
Change+7,984 (+33%)
Value$2.3M (+$559.1K)
Filed 2026-11-02
Fiduciary Alliance LLC
INCREASED
Shares27,074 from 24,286
Change+2,788 (+11%)
Value$1.9M (+$187.1K)
Filed 2026-10-13
Independent Wealth Network Inc.
DECREASED
Shares27,010 from 27,935
Change-925 (-3%)
Value$1.9M (-$80.4K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares26,455 from 22,084
Change+4,371 (+20%)
Value$1.9M (+$301.5K)
Filed 2026-10-23
BAM Wealth Management, LLC
DECREASED
Shares22,560 from 26,870
Change-4,310 (-16%)
Value$1.6M (-$322.1K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares19,493 from 20,050
Change-557 (-3%)
Value$1.4M (-$50.1K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares18,311 from 16,192
Change+2,119 (+13%)
Value$1.3M (+$143.4K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares15,213 from 15,589
Change-376 (-2%)
Value$1.1M (-$34.9K)
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares13,380 from 33,018
Change-19,638 (-59%)
Value$957.4K (-$1.4M)
Filed 2026-10-14
TCP Asset Management, LLC
UNCHANGED
Shares12,266 from 12,266
Change0 (0%)
Value$888.1K (+$4.2K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares11,093 from 103,495
Change-92,402 (-89%)
Value$793.7K (-$6.6M)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares8,835 from 4,302
Change+4,533 (+105%)
Value$632.1K (+$322.1K)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares7,713 from 7,713
Change0 (0%)
Value$551.9K (-$3.9K)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares7,653 from 7,653
Change0 (0%)
Value$547.6K (-$3.9K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares7,486 from 7,595
Change-109 (-1%)
Value$535.6K (-$11.7K)
Filed 2026-10-08
Sovran Advisors, LLC
DECREASED
Shares6,216 from 6,236
Change-20 (0%)
Value$449.7K (+$15.3K)
Filed 2026-11-02
Absolute Capital Management, LLC
INCREASED
Shares6,189 from 5,002
Change+1,187 (+24%)
Value$442.9K (+$82.4K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
DECREASED
Shares6,094 from 6,935
Change-841 (-12%)
Value$436.0K (-$63.7K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares5,828 from 9,611
Change-3,783 (-39%)
Value$417.0K (-$275.6K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares5,519
Change+5,519
Value$391.2K
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares5,336 from 5,482
Change-146 (-3%)
Value$381.8K (-$13.3K)
Filed 2026-10-28
Diversify Advisory Services, LLC
DECREASED
Shares5,133 from 5,154
Change-21 (0%)
Value$367.7K (+$7.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares5,133 from 5,154
Change-21 (0%)
Value$367.7K (+$7.1K)
Filed 2026-10-20
Mission Financial Group, LLC
INCREASED
Shares4,790 from 3,244
Change+1,546 (+48%)
Value$342.7K (+$109.0K)
Filed 2026-10-21
Discipline Wealth Solutions, LLC
INCREASED
Shares4,697 from 4,375
Change+322 (+7%)
Value$336.0K (+$20.8K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares4,465 from 5,820
Change-1,355 (-23%)
Value$319.4K (-$99.9K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares4,353 from 2,889
Change+1,464 (+51%)
Value$311.5K (+$103.3K)
Filed 2026-11-02
SeaBridge Investment Advisors LLC
NEW
Shares3,408
Change+3,408
Value$243.8K
Filed 2026-11-02
Perigon Wealth Management, LLC
UNCHANGED
Shares3,301 from 3,301
Change0 (0%)
Value$236.2K (-$1.7K)
Filed 2026-10-22
Waterfront Wealth Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$234.8K (-$1.9K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,192 from 3,192
Change0 (0%)
Value$228.4K (-$1.6K)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares3,069 from 3,066
Change+3 (+0%)
Value$219.6K (-$1.3K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares3,050 from 3,049
Change+1 (+0%)
Value$218.2K (-$1.6K)
Filed 2026-10-22
Veracity Capital LLC
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$208.7K (-$1.5K)
Filed 2026-10-08
Squire Investment Management Company, LLC
UNCHANGED
Shares2,905 from 2,905
Change0 (0%)
Value$207.9K (-$1.5K)
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares2,633
Change+2,633
Value$188.4K
Filed 2026-10-30
Nemes Rush Group LLC
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$188.4K (-$1.3K)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
NEW
Shares1,000
Change+1,000
Value$71.6K
Filed 2026-10-15
Rosenberg Matthew Hamilton
DECREASED
Shares951 from 1,138
Change-187 (-16%)
Value$68.0K (-$14.0K)
Filed 2026-10-05
Westside Investment Management, Inc.
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$59.7K (-$425)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares616 from 314
Change+302 (+96%)
Value$44.1K (+$21.4K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares300
Change+300
Value$21.5K
Filed 2026-10-27
Oakworth Capital, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$21.5K (+$12)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares178 from 484
Change-306 (-63%)
Value$12.7K (-$22.1K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares104
Change+104
Value$7
Filed 2026-10-14
Go Invest LLC
DECREASED
Shares84 from 102
Change-18 (-18%)
Value$6.0K (-$1.4K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares81 from 82
Change-1 (-1%)
Value$5.8K (-$113)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares46
Change+46
Value$3.3K
Filed 2026-10-09
Integrity Alliance, Llc.
CLOSED
Shares0 from 216,151
Change-216,151 (-100%)
Value$0 (-$15.6M)
Filed 2026-10-29
Csenge Advisory Group
CLOSED
Shares0 from 2,776
Change-2,776 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-04
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,402,704
Change-17,402,704 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,193,703
Change-6,193,703 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,688,149
Change-5,688,149 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,389,250
Change-1,389,250 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 845,221
Change-845,221 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 647,836
Change-647,836 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 613,483
Change-613,483 (-100%)
Value—
Main Management LLC
N/A
Shares— from 392,324
Change-392,324 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 384,988
Change-384,988 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 346,474
Change-346,474 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 246,758
Change-246,758 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 134,956
Change-134,956 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 116,026
Change-116,026 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 86,525
Change-86,525 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 77,629
Change-77,629 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 66,390
Change-66,390 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 64,658
Change-64,658 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 48,684
Change-48,684 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 48,013
Change-48,013 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 38,780
Change-38,780 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 37,594
Change-37,594 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 34,437
Change-34,437 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,686
Change-31,686 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 29,445
Change-29,445 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 26,271
Change-26,271 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 21,979
Change-21,979 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,050
Change-21,050 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 21,034
Change-21,034 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 20,888
Change-20,888 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,814
Change-13,814 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,885
Change-12,885 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,058
Change-12,058 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,758
Change-11,758 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,664
Change-11,664 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,427
Change-10,427 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,338
Change-7,338 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 337
Change-337 (-100%)
Value—
Status
Madrona Financial Services, LLC
INCREASED269,710261,358+8,352+3%$18.8M$19.3M+$464.3K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED206,720162,820+43,900+27%$11.7M$14.8M+$3.1M2026-11-05
Gibbs Wealth Management
DECREASED200,946202,591-1,645-1%$14.6M$14.4M-$221.1K2026-10-22
Encompass More Asset Management
INCREASED180,839176,200+4,639+3%$12.7M$12.9M+$242.0K2026-10-16
AMG Asset Management Group, Inc.
DECREASED153,197153,480-2830%$11.1M$11.0M-$98.5K2026-10-21
Spire Wealth Management
INCREASED115,226106,703+8,523+8%$7.7M$8.2M+$555.4K2026-10-30
Atria Investments, Inc
DECREASED114,419116,376-1,957-2%$8.4M$8.2M-$199.4K2026-10-15
Concurrent Investment Advisors, LLC
NEW107,727—+107,727——$7.7M—2026-10-16
Partners Wealth Management, LLC
NEW104,132—+104,132——$7.5M—2026-10-28
Virtue Capital Management, LLC
INCREASED89,29985,721+3,578+4%$6.2M$6.4M+$212.3K2026-10-29
Signal Advisors Wealth, LLC
INCREASED73,77433,183+40,591+122%$2.4M$5.3M+$2.9M2026-10-13
Echo45 Advisors LLC
INCREASED69,09768,750+347+1%$5.0M$4.9M-$10.3K2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED63,05078,653-15,603-20%$5.7M$4.5K-$5.7M2026-11-02
Advantage Trust Co
INCREASED48,35347,492+861+2%$3.4M$3.5M+$37.4K2026-10-19
CFC Planning Co LLC
DECREASED41,07241,100-280%$3.0M$2.9M-$22.9K2026-10-28
Lunt Capital Management, Inc.
INCREASED38,00337,166+837+2%$2.7M$2.7M+$40.9K2026-10-30
Tactive Advisors, LLC
DECREASED37,22641,307-4,081-10%$3.0M$2.7M-$313.0K2026-10-08
Victory Financial Group, LLC
INCREASED36,48134,187+2,294+7%$2.5M$2.6M+$146.7K2026-10-27
Balefire, LLC
DECREASED36,17241,188-5,016-12%$3.0M$2.6M-$379.9K2026-10-09
Commonwealth Equity Services, LLC
INCREASED31,99124,007+7,984+33%$1.7M$2.3M+$559.1K2026-11-02
Fiduciary Alliance LLC
INCREASED27,07424,286+2,788+11%$1.8M$1.9M+$187.1K2026-10-13
Independent Wealth Network Inc.
DECREASED27,01027,935-925-3%$2.0M$1.9M-$80.4K2026-10-19
Simplicity Wealth,LLC
INCREASED26,45522,084+4,371+20%$1.6M$1.9M+$301.5K2026-10-23
BAM Wealth Management, LLC
DECREASED22,56026,870-4,310-16%$1.9M$1.6M-$322.1K2026-10-15
Koshinski Asset Management, Inc.
DECREASED19,49320,050-557-3%$1.4M$1.4M-$50.1K2026-10-29
Independent Financial Group, LLC
INCREASED18,31116,192+2,119+13%$1.2M$1.3M+$143.4K2026-10-13
Kestra Advisory Services, LLC
DECREASED15,21315,589-376-2%$1.1M$1.1M-$34.9K2026-11-02
World Equity Group, Inc.
DECREASED13,38033,018-19,638-59%$2.4M$957.4K-$1.4M2026-10-14
TCP Asset Management, LLC
UNCHANGED12,26612,26600%$883.9K$888.1K+$4.2K2026-10-14
Triad Wealth Partners, LLC
DECREASED11,093103,495-92,402-89%$7.4M$793.7K-$6.6M2026-10-26
Assetmark, Inc
INCREASED8,8354,302+4,533+105%$310.0K$632.1K+$322.1K2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED7,7137,71300%$555.8K$551.9K-$3.9K2026-10-30
Signaturefd, LLC
UNCHANGED7,6537,65300%$551.5K$547.6K-$3.9K2026-10-23
Farther Finance Advisors, LLC
DECREASED7,4867,595-109-1%$547.3K$535.6K-$11.7K2026-10-08
Sovran Advisors, LLC
DECREASED6,2166,236-200%$434.5K$449.7K+$15.3K2026-11-02
Absolute Capital Management, LLC
INCREASED6,1895,002+1,187+24%$360.5K$442.9K+$82.4K2026-10-16
Integrity Advisory Solutions, LLC
DECREASED6,0946,935-841-12%$499.8K$436.0K-$63.7K2026-10-29
Sigma Planning Corp
DECREASED5,8289,611-3,783-39%$692.6K$417.0K-$275.6K2026-10-23
StoneX Group Inc.
NEW5,519—+5,519——$391.2K—2026-11-03
Buck Wealth Strategies, LLC
DECREASED5,3365,482-146-3%$395.0K$381.8K-$13.3K2026-10-28
Diversify Advisory Services, LLC
DECREASED5,1335,154-210%$360.6K$367.7K+$7.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED5,1335,154-210%$360.6K$367.7K+$7.1K2026-10-20
Mission Financial Group, LLC
INCREASED4,7903,244+1,546+48%$233.7K$342.7K+$109.0K2026-10-21
Discipline Wealth Solutions, LLC
INCREASED4,6974,375+322+7%$315.3K$336.0K+$20.8K2026-10-14
J.W. Cole Advisors, Inc.
DECREASED4,4655,820-1,355-23%$419.4K$319.4K-$99.9K2026-11-05
Creative Planning
INCREASED4,3532,889+1,464+51%$208.2K$311.5K+$103.3K2026-11-02
SeaBridge Investment Advisors LLC
NEW3,408—+3,408——$243.8K—2026-11-02
Perigon Wealth Management, LLC
UNCHANGED3,3013,30100%$237.9K$236.2K-$1.7K2026-10-22
Waterfront Wealth Inc.
UNCHANGED3,3003,30000%$236.7K$234.8K-$1.9K2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED3,1923,19200%$230.0K$228.4K-$1.6K2026-11-04
Magnus Financial Group LLC
INCREASED3,0693,066+3+0%$220.9K$219.6K-$1.3K2026-10-21
Brookstone Capital Management
INCREASED3,0503,049+1+0%$219.7K$218.2K-$1.6K2026-10-22
Veracity Capital LLC
UNCHANGED2,9172,91700%$210.2K$208.7K-$1.5K2026-10-08
Squire Investment Management Company, LLC
UNCHANGED2,9052,90500%$209.3K$207.9K-$1.5K2026-11-03
Putney Financial Group LLC
NEW2,633—+2,633——$188.4K—2026-10-30
Nemes Rush Group LLC
UNCHANGED2,6332,63300%$189.7K$188.4K-$1.3K2026-11-04
Moisand Fitzgerald Tamayo, LLC
NEW1,000—+1,000——$71.6K—2026-10-15
Rosenberg Matthew Hamilton
DECREASED9511,138-187-16%$82.0K$68.0K-$14.0K2026-10-05
Westside Investment Management, Inc.
UNCHANGED83483400%$60.1K$59.7K-$4252026-11-02
IFP Advisors, Inc
INCREASED616314+302+96%$22.6K$44.1K+$21.4K2026-10-16
Latitude Advisors, LLC
NEW300—+300——$21.5K—2026-10-27
Oakworth Capital, Inc.
UNCHANGED30030000%$21.5K$21.5K+$122026-10-26
Compass Financial Management LLC
DECREASED178484-306-63%$34.9K$12.7K-$22.1K2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
NEW104—+104——$7—2026-10-14
Go Invest LLC
DECREASED84102-18-18%$7.4K$6.0K-$1.4K2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED8182-1-1%$5.9K$5.8K-$1132026-11-03
GK Wealth Management LLC
NEW46—+46——$3.3K—2026-10-09
Integrity Alliance, Llc.
CLOSED0216,151-216,151-100%$15.6M$0-$15.6M2026-10-29
Csenge Advisory Group
CLOSED02,776-2,776-100%$200.0K$0-$200.0K2026-11-04
Orion Porfolio Solutions, LLC
N/A—17,402,704-17,402,704-100%$1.3B———
Osaic Holdings, Inc.
N/A—6,193,703-6,193,703-100%$446.3M———
LPL Financial LLC
N/A—5,688,149-5,688,149-100%$409.9M———
Envestnet Asset Management Inc
N/A—1,389,250-1,389,250-100%$100.1M———
Potomac Fund Management Inc
N/A—845,221-845,221-100%$60.9M———
CreativeOne Wealth, LLC
N/A—647,836-647,836-100%$46.7M———
GeoWealth Management, LLC
N/A—613,483-613,483-100%$44.2M———
Main Management LLC
N/A—392,324-392,324-100%$28.3M———
Copley Financial Group, Inc.
N/A—384,988-384,988-100%$27.7M———
Cetera Investment Advisers
N/A—346,474-346,474-100%$25.0M———
Mutual Advisors, LLC
N/A—246,758-246,758-100%$17.8M———
Ausdal Financial Partners, Inc.
N/A—134,956-134,956-100%$9.7M———
Harbour Investments, Inc.
N/A—116,026-116,026-100%$8.4M———
Envestnet Portfolio Solutions, Inc.
N/A—86,525-86,525-100%$6.2M———
Geneos Wealth Management Inc.
N/A—77,629-77,629-100%$5.6M———
Mariner, LLC
N/A—66,390-66,390-100%$4.8M———
Pacific Financial Group Inc
N/A—64,658-64,658-100%$4.7M———
Waverly Advisors, LLC
N/A—48,684-48,684-100%$3.5M———
GWN Securities Inc.
N/A—48,013-48,013-100%$3.5M———
Synergy Investment Management, LLC
N/A—38,780-38,780-100%$2.8M———
BFC Planning, Inc.
N/A—37,594-37,594-100%$2.7M———
Ethos Financial Group, LLC
N/A—34,437-34,437-100%$2.4M———
Susquehanna International Group, LLP
N/A—31,686-31,686-100%$2.3M———
Florida Financial Advisors, LLC
N/A—29,445-29,445-100%$2.1M———
Silver OAK Securities, Incorporated
N/A—26,271-26,271-100%$1.9M———
Bravias Capital Group, LLC
N/A—21,979-21,979-100%$1.6M———
Citadel Advisors LLC
N/A—21,050-21,050-100%$1.5M———
Smith, Moore & Co.
N/A—21,034-21,034-100%$1.5M———
Coldstream Capital Management Inc
N/A—20,888-20,888-100%$1.5M———
Natixis Advisors, LLC
N/A—13,814-13,814-100%$995.0K———
PFG Investments, LLC
N/A—12,885-12,885-100%$928.5K———
Advisory Services Network, LLC
N/A—12,058-12,058-100%$868.9K———
Sanctuary Advisors, LLC
N/A—11,758-11,758-100%$847.3K———
AQR Capital Management LLC
N/A—11,664-11,664-100%$840.5K———
CIBC Bancorp USA Inc.
N/A—10,427-10,427-100%$751.4K———
Foundations Investment Advisors, LLC
N/A—10,278-10,278-100%$740.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,338-7,338-100%$528.8K———
Raymond James Financial Inc
N/A—7,298-7,298-100%$525.9K———
Focus Partners Advisor Solutions, LLC
N/A—6,916-6,916-100%$498.4K———
WIN Advisors, Inc
N/A—6,767-6,767-100%$487.6K———
AE Wealth Management LLC
N/A—6,270-6,270-100%$451.8K———
Summit Financial, LLC
N/A—6,203-6,203-100%$447.0K———
Western Wealth Management, LLC
N/A—6,037-6,037-100%$435.1K———
Integrated Wealth Concepts LLC
N/A—5,561-5,561-100%$400.7K———
Flow Traders U.S. LLC
N/A—5,469-5,469-100%$394.0K———
Wells Fargo & Company
N/A—5,203-5,203-100%$374.9K———
Meeder Advisory Services, Inc.
N/A—5,115-5,115-100%$368.6K———
UBS Group AG
N/A—4,404-4,404-100%$317.4K———
Morgan Stanley
N/A—4,387-4,387-100%$316.1K———
Qube Research & Technologies Ltd
N/A—4,301-4,301-100%$309.9K———
Keystone Financial Group
N/A—4,272-4,272-100%$307.8K———
Royal Bank of Canada
N/A—4,254-4,254-100%$307.0K———
Cerity Partners LLC
N/A—4,153-4,153-100%$299.3K———
Johnson Investment Counsel Inc
N/A—4,097-4,097-100%$295.2K———
Fourth Dimension Wealth, LLC
N/A—3,902-3,902-100%$281.2K———
Anchor Investment Management, LLC
N/A—3,832-3,832-100%$276.1K———
Arkadios Wealth Advisors
N/A—3,807-3,807-100%$274.3K———
Jane Street Group, LLC
N/A—3,643-3,643-100%$262.5K———
Allworth Financial LP
N/A—3,509-3,509-100%$252.9K———
JPMorgan Chase & Co
N/A—3,482-3,482-100%$248.0K———
Ameritas Advisory Services, LLC
N/A—3,276-3,276-100%$236.1K———
Goldman Sachs Group Inc
N/A—3,200-3,200-100%$230.6K———
ProVise Management Group, LLC
N/A—3,141-3,141-100%$226.3K———
Regatta Research & Money Management
N/A—2,963-2,963-100%$213.4K———
First Commonwealth Financial Corp
N/A—2,942-2,942-100%$212.0K———
FMR LLC
N/A—2,491-2,491-100%$179.5K———
Steward Partners Investment Advisory, LLC
N/A—1,627-1,627-100%$117.2K———
Global Retirement Partners, LLC
N/A—994-994-100%$71.6K———
Fortis Group Advisors, LLC
N/A—465-465-100%$33.5K———
Continuum Advisory, LLC
N/A—410-410-100%$29.5K———
Jones Financial Companies Lllp
N/A—337-337-100%$23.7K———
Showing 140 of 140 institutions