Nuveen CA Qlty Muni Inc (NAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares575,568 from 518,286

Change+57,282 (+11%)

Value$5.9M (-$382.1K)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares565,870 from 611,995

Change-46,125 (-8%)

Value$5.8M (-$1.6M)

Filed 2026-11-06

Ignite Planners, LLC

INCREASED

Shares493,787 from 476,800

Change+16,987 (+4%)

Value$5.1M (-$717.5K)

Filed 2026-10-14

DKM Wealth Management, Inc.

INCREASED

Shares242,401 from 142,401

Change+100,000 (+70%)

Value$2.5M (+$758.7K)

Filed 2026-10-09

Southland Equity Partners LLC

INCREASED

Shares185,940 from 184,440

Change+1,500 (+1%)

Value$1.9M (-$329.5K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares139,262 from 138,030

Change+1,232 (+1%)

Value$1.4M (-$245.5K)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares117,152 from 117,152

Change0 (0%)

Value$1.4M ($0)

Filed 2026-11-06

Wedbush Securities Inc

DECREASED

Shares102,462 from 114,662

Change-12,200 (-11%)

Value$1.1K (-$1.4M)

Filed 2026-10-22

Prospera Financial Services Inc

NEW

Shares98,703

Change+98,703

Value$1.0M

Filed 2026-11-04

Integrity Wealth Partners, LLC

NEW

Shares96,309

Change+96,309

Value$987.2K

Filed 2026-10-14

D.A. Davidson & Co.

DECREASED

Shares88,328 from 102,507

Change-14,179 (-14%)

Value$905.4K (-$337.0K)

Filed 2026-10-28

Creative Planning

INCREASED

Shares78,401 from 75,676

Change+2,725 (+4%)

Value$803.6K (-$113.6K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares72,906 from 79,905

Change-6,999 (-9%)

Value$747 (-$967.3K)

Filed 2026-11-02

Rareview Capital LLC

INCREASED

Shares66,396 from 66,339

Change+57 (+0%)

Value$680.6K (-$60.5K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares65,188 from 57,990

Change+7,198 (+12%)

Value$668.2K (-$34.7K)

Filed 2026-11-02

Oder Investment Management, LLC

DECREASED

Shares63,070 from 63,137

Change-67 (0%)

Value$646.5K (-$118.8K)

Filed 2026-11-09

Ascentis Independent Advisors

NEW

Shares60,882

Change+60,882

Value$624.0K

Filed 2026-11-03

PNC Financial Services Group, Inc.

UNCHANGED

Shares59,626 from 59,626

Change0 (0%)

Value$611.2K (-$111.5K)

Filed 2026-11-06

BNC Wealth Management, LLC

NEW

Shares55,942

Change+55,942

Value$573.4K

Filed 2026-10-19

Pacific Wealth Strategies Group, Inc.

INCREASED

Shares47,975 from 44,466

Change+3,509 (+8%)

Value$491.7K (-$47.2K)

Filed 2026-11-02

Atala Financial Inc

DECREASED

Shares47,385 from 57,385

Change-10,000 (-17%)

Value$485.7K (-$209.8K)

Filed 2026-10-22

Prime Capital Investment Advisors, LLC

DECREASED

Shares47,016 from 48,326

Change-1,310 (-3%)

Value$481.9K (-$103.8K)

Filed 2026-10-20

Bridgewealth Advisory Group, LLC

INCREASED

Shares46,004 from 36,555

Change+9,449 (+26%)

Value$471.5K (+$28.5K)

Filed 2026-11-09

Everett Harris & Co

UNCHANGED

Shares46,000 from 46,000

Change0 (0%)

Value$471.5K (-$86.0K)

Filed 2026-10-28

Tortuga Wealth Management, Inc

INCREASED

Shares44,445 from 23,997

Change+20,448 (+85%)

Value$455.6K (+$164.7K)

Filed 2026-10-27

Western Wealth Management, LLC

INCREASED

Shares44,211 from 43,864

Change+347 (+1%)

Value$453.2K (-$78.5K)

Filed 2026-11-09

Merit Financial Group, LLC

UNCHANGED

Shares41,956 from 41,956

Change0 (0%)

Value$430.0K (-$78.5K)

Filed 2026-11-06

Oppenheimer & Co Inc

INCREASED

Shares41,921 from 40,542

Change+1,379 (+3%)

Value$429.7K (-$61.7K)

Filed 2026-10-26

International Assets Investment Management, LLC

UNCHANGED

Shares41,600 from 41,600

Change0 (0%)

Value$427.2K (-$79.5K)

Filed 2026-11-02

Melfa Wealth Management, Inc.

DECREASED

Shares40,316 from 49,816

Change-9,500 (-19%)

Value$413.2K (-$190.5K)

Filed 2026-11-06

CLG LLC

UNCHANGED

Shares37,584 from 37,584

Change0 (0%)

Value$385.2K (-$70.3K)

Filed 2026-10-13

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares35,860 from 35,789

Change+71 (+0%)

Value$367.6K (-$66.2K)

Filed 2026-10-29

HighTower Advisors, LLC

INCREASED

Shares35,566 from 35,025

Change+541 (+2%)

Value$364.6K (-$59.9K)

Filed 2026-11-10

Cooper Financial Group

DECREASED

Shares33,546 from 43,802

Change-10,256 (-23%)

Value$343.9K (-$187.0K)

Filed 2026-10-07

Fisher Asset Management, LLC

NEW

Shares32,739

Change+32,739

Value$335.6K

Filed 2026-11-06

Sowell Financial Services LLC

DECREASED

Shares29,782 from 32,339

Change-2,557 (-8%)

Value$305.3K (-$86.7K)

Filed 2026-10-23

Core Wealth Partners LLC

UNCHANGED

Shares29,699 from 29,699

Change0 (0%)

Value$304.4K (-$55.5K)

Filed 2026-11-02

Independent Financial Group, LLC

INCREASED

Shares28,880 from 13,506

Change+15,374 (+114%)

Value$296.0K (+$132.3K)

Filed 2026-10-13

Farther Finance Advisors, LLC

UNCHANGED

Shares27,962 from 27,962

Change0 (0%)

Value$286.6K (-$51.9K)

Filed 2026-10-08

RHS Financial, LLC

DECREASED

Shares27,856 from 28,824

Change-968 (-3%)

Value$285.5K (-$63.8K)

Filed 2026-10-13

Eclectic Associates Inc

INCREASED

Shares25,025 from 24,637

Change+388 (+2%)

Value$256.5K (-$42.1K)

Filed 2026-10-09

Cypress Capital Group

NEW

Shares24,347

Change+24,347

Value$249.6K

Filed 2026-11-03

ODonnell Financial Services, LLC

INCREASED

Shares24,203 from 20,285

Change+3,918 (+19%)

Value$248.1K (+$2.2K)

Filed 2026-11-09

Vaquero Private Wealth, LTD

UNCHANGED

Shares23,033 from 23,033

Change0 (0%)

Value$236.1K (-$43.1K)

Filed 2026-10-27

J.W. Cole Advisors, Inc.

UNCHANGED

Shares21,541 from 21,541

Change0 (0%)

Value$220.8K (-$40.3K)

Filed 2026-11-05

Castle Rock Wealth Management, LLC

DECREASED

Shares21,075 from 23,409

Change-2,334 (-10%)

Value$212.0K (-$73.1K)

Filed 2026-10-09

Avestar Capital, LLC

UNCHANGED

Shares21,000 from 21,000

Change0 (0%)

Value$216.7K (-$39.3K)

Filed 2026-10-28

Mesirow Financial Investment Management, Inc.

INCREASED

Shares17,046 from 16,749

Change+297 (+2%)

Value$174.7K (-$28.3K)

Filed 2026-11-05

Indivisible Partners

INCREASED

Shares15,271 from 14,271

Change+1,000 (+7%)

Value$156.5K (-$16.4K)

Filed 2026-10-26

Perigon Wealth Management, LLC

UNCHANGED

Shares15,168 from 15,168

Change0 (0%)

Value$155.5K (-$28.4K)

Filed 2026-10-22

Barnes Wealth Management Group, Inc

UNCHANGED

Shares14,953 from 14,953

Change0 (0%)

Value$153.3K (-$28.0K)

Filed 2026-11-09

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares13,891 from 13,891

Change0 (0%)

Value$142.4K (-$26.0K)

Filed 2026-11-04

MKT Advisors LLC

UNCHANGED

Shares12,418 from 12,418

Change0 (0%)

Value$124.2K (-$26.1K)

Filed 2026-10-20

Fiscal Wisdom Wealth Management, LLC

UNCHANGED

Shares11,901 from 11,901

Change0 (0%)

Value$122.0K (-$22.3K)

Filed 2026-10-16

Axxcess Wealth Management, LLC

NEW

Shares11,855

Change+11,855

Value$121.5K

Filed 2026-10-21

Fermata Advisors, LLC

UNCHANGED

Shares11,500 from 11,500

Change0 (0%)

Value$117.9K (-$21.5K)

Filed 2026-10-13

Regatta Capital Group, LLC

DECREASED

Shares10,790 from 22,280

Change-11,490 (-52%)

Value$110.6K (-$159.4K)

Filed 2026-10-23

Strategic Advocates LLC

UNCHANGED

Shares10,400 from 10,400

Change0 (0%)

Value$106.6K (-$19.4K)

Filed 2026-11-03

Cypress Wealth Services, LLC

NEW

Shares10,375

Change+10,375

Value$104.4K

Filed 2026-10-21

Argyle Capital Partners, LLC

NEW

Shares10,000

Change+10,000

Value$102.5K

Filed 2026-10-23

Sanders Morris Harris LLC

NEW

Shares10,000

Change+10,000

Value$102.5K

Filed 2026-10-14

Harbour Investments, Inc.

UNCHANGED

Shares8,969 from 8,969

Change0 (0%)

Value$91.9K (-$16.8K)

Filed 2026-11-09

US Bancorp \de\

UNCHANGED

Shares4,923 from 4,923

Change0 (0%)

Value$50.5K (-$9.2K)

Filed 2026-11-05

Peterson Wealth Management

INCREASED

Shares2,670 from 2,655

Change+15 (+1%)

Value$27.4K (-$4.8K)

Filed 2026-11-06

FNY Investment Advisers, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$20 (-$4)

Filed 2026-10-16

Wolff Wiese Magana LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$15.4K (-$2.8K)

Filed 2026-10-15

Mather Group, Llc.

DECREASED

Shares1,330 from 1,551

Change-221 (-14%)

Value$13.6K (-$5.2K)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares960 from 943

Change+17 (+2%)

Value$9.8K (-$1.6K)

Filed 2026-10-16

Bfsg, LLC

UNCHANGED

Shares540 from 540

Change0 (0%)

Value$5.5K (-$1.0K)

Filed 2026-10-30

Kroeger Financial Partners

UNCHANGED

Shares492 from 492

Change0 (0%)

Value$5.0K (-$920)

Filed 2026-10-19

Plante Moran Financial Advisors, LLC

NEW

Shares442

Change+442

Value$4.5K

Filed 2026-11-04

Highline Wealth Partners LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.6K (-$467)

Filed 2026-10-19

Mirador Capital Partners LP

CLOSED

Shares0 from 32,175

Change-32,175 (-100%)

Value$0 (-$390.0K)

Filed 2026-10-09

NWF Advisory Services Inc.

CLOSED

Shares0 from 18,430

Change-18,430 (-100%)

Value$0 (-$223.4K)

Filed 2026-10-19

Great Valley Advisor Group, Inc.

CLOSED

Shares0 from 11,194

Change-11,194 (-100%)

Value$0 (-$135.7K)

Filed 2026-11-09

Parallel Advisors, LLC

CLOSED

Shares0 from 4,412

Change-4,412 (-100%)

Value$0 (-$53.5K)

Filed 2026-11-03

LifeSteps Financial, Inc.

CLOSED

Shares0 from 650

Change-650 (-100%)

Value$0 (-$7.9K)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 6,934,080

Change-6,934,080 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 3,486,662

Change-3,486,662 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,055,441

Change-2,055,441 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,877,055

Change-1,877,055 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,236,961

Change-1,236,961 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,150,444

Change-1,150,444 (-100%)

Value—

UBS Group AG

N/A

Shares— from 906,262

Change-906,262 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 475,879

Change-475,879 (-100%)

Value—

LM Advisors LLC

N/A

Shares— from 334,729

Change-334,729 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 261,691

Change-261,691 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 257,109

Change-257,109 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 237,265

Change-237,265 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 219,110

Change-219,110 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 211,287

Change-211,287 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 199,004

Change-199,004 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 177,723

Change-177,723 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 171,666

Change-171,666 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 161,512

Change-161,512 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 117,564

Change-117,564 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 111,115

Change-111,115 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 102,286

Change-102,286 (-100%)

Value—

Summitry LLC

N/A

Shares— from 95,654

Change-95,654 (-100%)

Value—

New Insight Wealth Advisors

N/A

Shares— from 94,160

Change-94,160 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 82,206

Change-82,206 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 79,954

Change-79,954 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 79,128

Change-79,128 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 77,989

Change-77,989 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 52,745

Change-52,745 (-100%)

Value—

Requisite Capital Management, LLC

N/A

Shares— from 52,058

Change-52,058 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 51,889

Change-51,889 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 50,468

Change-50,468 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 49,951

Change-49,951 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 43,423

Change-43,423 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 41,100

Change-41,100 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 39,986

Change-39,986 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 38,617

Change-38,617 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 38,600

Change-38,600 (-100%)

Value—

Apriem Advisors

N/A

Shares— from 33,120

Change-33,120 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 25,596

Change-25,596 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 24,921

Change-24,921 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 20,132

Change-20,132 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 19,750

Change-19,750 (-100%)

Value—

First American Trust, FSB

N/A

Shares— from 19,000

Change-19,000 (-100%)

Value—

McGowan Group Asset Management, Inc.

N/A

Shares— from 18,677

Change-18,677 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 18,128

Change-18,128 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,045

Change-16,045 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 15,731

Change-15,731 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 15,441

Change-15,441 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 15,202

Change-15,202 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 15,193

Change-15,193 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 15,068

Change-15,068 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 13,544

Change-13,544 (-100%)

Value—

RB Capital Management, LLC

N/A

Shares— from 13,252

Change-13,252 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 11,659

Change-11,659 (-100%)

Value—

Rosenblum Silverman Sutton S F Inc

N/A

Shares— from 11,440

Change-11,440 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 10,828

Change-10,828 (-100%)

Value—

Riverview Trust Co

N/A

Shares— from 10,612

Change-10,612 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 10,465

Change-10,465 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 10,095

Change-10,095 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 4,063

Change-4,063 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,685

Change-3,685 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 3,678

Change-3,678 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 3,550

Change-3,550 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,403

Change-1,403 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,240

Change-1,240 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 1,026

Change-1,026 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 244

Change-244 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	575,568	518,286	+57,282	+11%	$6.3M	$5.9M	-$382.1K	2026-10-13
LPL Financial LLC	DECREASED	565,870	611,995	-46,125	-8%	$7.4M	$5.8M	-$1.6M	2026-11-06
Ignite Planners, LLC	INCREASED	493,787	476,800	+16,987	+4%	$5.8M	$5.1M	-$717.5K	2026-10-14
DKM Wealth Management, Inc.	INCREASED	242,401	142,401	+100,000	+70%	$1.7M	$2.5M	+$758.7K	2026-10-09
Southland Equity Partners LLC	INCREASED	185,940	184,440	+1,500	+1%	$2.2M	$1.9M	-$329.5K	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	139,262	138,030	+1,232	+1%	$1.7M	$1.4M	-$245.5K	2026-11-02
Allworth Financial LP	UNCHANGED	117,152	117,152	0	0%	$1.4M	$1.4M	$0	2026-11-06
Wedbush Securities Inc	DECREASED	102,462	114,662	-12,200	-11%	$1.4M	$1.1K	-$1.4M	2026-10-22
Prospera Financial Services Inc	NEW	98,703	—	+98,703	—	—	$1.0M	—	2026-11-04
Integrity Wealth Partners, LLC	NEW	96,309	—	+96,309	—	—	$987.2K	—	2026-10-14
D.A. Davidson & Co.	DECREASED	88,328	102,507	-14,179	-14%	$1.2M	$905.4K	-$337.0K	2026-10-28
Creative Planning	INCREASED	78,401	75,676	+2,725	+4%	$917.2K	$803.6K	-$113.6K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	72,906	79,905	-6,999	-9%	$968.0K	$747	-$967.3K	2026-11-02
Rareview Capital LLC	INCREASED	66,396	66,339	+57	+0%	$741.0K	$680.6K	-$60.5K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	65,188	57,990	+7,198	+12%	$702.8K	$668.2K	-$34.7K	2026-11-02
Oder Investment Management, LLC	DECREASED	63,070	63,137	-67	0%	$765.2K	$646.5K	-$118.8K	2026-11-09
Ascentis Independent Advisors	NEW	60,882	—	+60,882	—	—	$624.0K	—	2026-11-03
PNC Financial Services Group, Inc.	UNCHANGED	59,626	59,626	0	0%	$722.7K	$611.2K	-$111.5K	2026-11-06
BNC Wealth Management, LLC	NEW	55,942	—	+55,942	—	—	$573.4K	—	2026-10-19
Pacific Wealth Strategies Group, Inc.	INCREASED	47,975	44,466	+3,509	+8%	$538.9K	$491.7K	-$47.2K	2026-11-02
Atala Financial Inc	DECREASED	47,385	57,385	-10,000	-17%	$695.5K	$485.7K	-$209.8K	2026-10-22
Prime Capital Investment Advisors, LLC	DECREASED	47,016	48,326	-1,310	-3%	$585.7K	$481.9K	-$103.8K	2026-10-20
Bridgewealth Advisory Group, LLC	INCREASED	46,004	36,555	+9,449	+26%	$443.0K	$471.5K	+$28.5K	2026-11-09
Everett Harris & Co	UNCHANGED	46,000	46,000	0	0%	$557.5K	$471.5K	-$86.0K	2026-10-28
Tortuga Wealth Management, Inc	INCREASED	44,445	23,997	+20,448	+85%	$290.8K	$455.6K	+$164.7K	2026-10-27
Western Wealth Management, LLC	INCREASED	44,211	43,864	+347	+1%	$531.6K	$453.2K	-$78.5K	2026-11-09
Merit Financial Group, LLC	UNCHANGED	41,956	41,956	0	0%	$508.5K	$430.0K	-$78.5K	2026-11-06
Oppenheimer & Co Inc	INCREASED	41,921	40,542	+1,379	+3%	$491.4K	$429.7K	-$61.7K	2026-10-26
International Assets Investment Management, LLC	UNCHANGED	41,600	41,600	0	0%	$506.7K	$427.2K	-$79.5K	2026-11-02
Melfa Wealth Management, Inc.	DECREASED	40,316	49,816	-9,500	-19%	$603.8K	$413.2K	-$190.5K	2026-11-06
CLG LLC	UNCHANGED	37,584	37,584	0	0%	$455.5K	$385.2K	-$70.3K	2026-10-13
Gerber Kawasaki Wealth & Investment Management	INCREASED	35,860	35,789	+71	+0%	$433.8K	$367.6K	-$66.2K	2026-10-29
HighTower Advisors, LLC	INCREASED	35,566	35,025	+541	+2%	$424.5K	$364.6K	-$59.9K	2026-11-10
Cooper Financial Group	DECREASED	33,546	43,802	-10,256	-23%	$530.9K	$343.9K	-$187.0K	2026-10-07
Fisher Asset Management, LLC	NEW	32,739	—	+32,739	—	—	$335.6K	—	2026-11-06
Sowell Financial Services LLC	DECREASED	29,782	32,339	-2,557	-8%	$391.9K	$305.3K	-$86.7K	2026-10-23
Core Wealth Partners LLC	UNCHANGED	29,699	29,699	0	0%	$360.0K	$304.4K	-$55.5K	2026-11-02
Independent Financial Group, LLC	INCREASED	28,880	13,506	+15,374	+114%	$163.7K	$296.0K	+$132.3K	2026-10-13
Farther Finance Advisors, LLC	UNCHANGED	27,962	27,962	0	0%	$338.5K	$286.6K	-$51.9K	2026-10-08
RHS Financial, LLC	DECREASED	27,856	28,824	-968	-3%	$349.3K	$285.5K	-$63.8K	2026-10-13
Eclectic Associates Inc	INCREASED	25,025	24,637	+388	+2%	$298.6K	$256.5K	-$42.1K	2026-10-09
Cypress Capital Group	NEW	24,347	—	+24,347	—	—	$249.6K	—	2026-11-03
ODonnell Financial Services, LLC	INCREASED	24,203	20,285	+3,918	+19%	$245.9K	$248.1K	+$2.2K	2026-11-09
Vaquero Private Wealth, LTD	UNCHANGED	23,033	23,033	0	0%	$279.2K	$236.1K	-$43.1K	2026-10-27
J.W. Cole Advisors, Inc.	UNCHANGED	21,541	21,541	0	0%	$261.1K	$220.8K	-$40.3K	2026-11-05
Castle Rock Wealth Management, LLC	DECREASED	21,075	23,409	-2,334	-10%	$285.1K	$212.0K	-$73.1K	2026-10-09
Avestar Capital, LLC	UNCHANGED	21,000	21,000	0	0%	$256.0K	$216.7K	-$39.3K	2026-10-28
Mesirow Financial Investment Management, Inc.	INCREASED	17,046	16,749	+297	+2%	$203.0K	$174.7K	-$28.3K	2026-11-05
Indivisible Partners	INCREASED	15,271	14,271	+1,000	+7%	$173.0K	$156.5K	-$16.4K	2026-10-26
Perigon Wealth Management, LLC	UNCHANGED	15,168	15,168	0	0%	$183.8K	$155.5K	-$28.4K	2026-10-22
Barnes Wealth Management Group, Inc	UNCHANGED	14,953	14,953	0	0%	$181.2K	$153.3K	-$28.0K	2026-11-09
Closed-End Fund Advisors, Inc.	UNCHANGED	13,891	13,891	0	0%	$168.4K	$142.4K	-$26.0K	2026-11-04
MKT Advisors LLC	UNCHANGED	12,418	12,418	0	0%	$150.3K	$124.2K	-$26.1K	2026-10-20
Fiscal Wisdom Wealth Management, LLC	UNCHANGED	11,901	11,901	0	0%	$144.2K	$122.0K	-$22.3K	2026-10-16
Axxcess Wealth Management, LLC	NEW	11,855	—	+11,855	—	—	$121.5K	—	2026-10-21
Fermata Advisors, LLC	UNCHANGED	11,500	11,500	0	0%	$139.4K	$117.9K	-$21.5K	2026-10-13
Regatta Capital Group, LLC	DECREASED	10,790	22,280	-11,490	-52%	$270.0K	$110.6K	-$159.4K	2026-10-23
Strategic Advocates LLC	UNCHANGED	10,400	10,400	0	0%	$126.0K	$106.6K	-$19.4K	2026-11-03
Cypress Wealth Services, LLC	NEW	10,375	—	+10,375	—	—	$104.4K	—	2026-10-21
Argyle Capital Partners, LLC	NEW	10,000	—	+10,000	—	—	$102.5K	—	2026-10-23
Sanders Morris Harris LLC	NEW	10,000	—	+10,000	—	—	$102.5K	—	2026-10-14
Harbour Investments, Inc.	UNCHANGED	8,969	8,969	0	0%	$108.7K	$91.9K	-$16.8K	2026-11-09
US Bancorp \de\	UNCHANGED	4,923	4,923	0	0%	$59.7K	$50.5K	-$9.2K	2026-11-05
Peterson Wealth Management	INCREASED	2,670	2,655	+15	+1%	$32.2K	$27.4K	-$4.8K	2026-11-06
FNY Investment Advisers, LLC	UNCHANGED	2,000	2,000	0	0%	$24	$20	-$4	2026-10-16
Wolff Wiese Magana LLC	UNCHANGED	1,500	1,500	0	0%	$18.2K	$15.4K	-$2.8K	2026-10-15
Mather Group, Llc.	DECREASED	1,330	1,551	-221	-14%	$18.8K	$13.6K	-$5.2K	2026-10-14
IFP Advisors, Inc	INCREASED	960	943	+17	+2%	$11.4K	$9.8K	-$1.6K	2026-10-16
Bfsg, LLC	UNCHANGED	540	540	0	0%	$6.5K	$5.5K	-$1.0K	2026-10-30
Kroeger Financial Partners	UNCHANGED	492	492	0	0%	$6.0K	$5.0K	-$920	2026-10-19
Plante Moran Financial Advisors, LLC	NEW	442	—	+442	—	—	$4.5K	—	2026-11-04
Highline Wealth Partners LLC	UNCHANGED	250	250	0	0%	$3.0K	$2.6K	-$467	2026-10-19
Mirador Capital Partners LP	CLOSED	0	32,175	-32,175	-100%	$390.0K	$0	-$390.0K	2026-10-09
NWF Advisory Services Inc.	CLOSED	0	18,430	-18,430	-100%	$223.4K	$0	-$223.4K	2026-10-19
Great Valley Advisor Group, Inc.	CLOSED	0	11,194	-11,194	-100%	$135.7K	$0	-$135.7K	2026-11-09
Parallel Advisors, LLC	CLOSED	0	4,412	-4,412	-100%	$53.5K	$0	-$53.5K	2026-11-03
LifeSteps Financial, Inc.	CLOSED	0	650	-650	-100%	$7.9K	$0	-$7.9K	2026-10-15
Morgan Stanley	N/A	—	6,934,080	-6,934,080	-100%	$84.0M	—	—	—
Guggenheim Capital LLC	N/A	—	3,486,662	-3,486,662	-100%	$42.3M	—	—	—
Wells Fargo & Company	N/A	—	2,055,441	-2,055,441	-100%	$24.9M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,877,055	-1,877,055	-100%	$22.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,236,961	-1,236,961	-100%	$15.0M	—	—	—
Bank of America Corp	N/A	—	1,150,444	-1,150,444	-100%	$13.9M	—	—	—
UBS Group AG	N/A	—	906,262	-906,262	-100%	$11.0M	—	—	—
Allianz Asset Management GmbH	N/A	—	475,879	-475,879	-100%	$5.8M	—	—	—
LM Advisors LLC	N/A	—	334,729	-334,729	-100%	$4.1M	—	—	—
Ameriprise Financial Inc	N/A	—	261,691	-261,691	-100%	$3.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	257,109	-257,109	-100%	$3.1M	—	—	—
Private Advisor Group, LLC	N/A	—	237,265	-237,265	-100%	$2.9M	—	—	—
Raymond James Financial Inc	N/A	—	219,110	-219,110	-100%	$2.7M	—	—	—
Whittier Trust Co	N/A	—	211,287	-211,287	-100%	$2.6M	—	—	—
PFG Investments, LLC	N/A	—	199,004	-199,004	-100%	$2.4M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	177,723	-177,723	-100%	$2.2M	—	—	—
Royal Bank of Canada	N/A	—	171,666	-171,666	-100%	$2.1M	—	—	—
Quantinno Capital Management LP	N/A	—	161,512	-161,512	-100%	$2.0M	—	—	—
MAI Capital Management	N/A	—	117,564	-117,564	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	111,115	-111,115	-100%	$1.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	102,286	-102,286	-100%	$1.2M	—	—	—
Summitry LLC	N/A	—	95,654	-95,654	-100%	$1.2M	—	—	—
New Insight Wealth Advisors	N/A	—	94,160	-94,160	-100%	$1.1M	—	—	—
Mutual Advisors, LLC	N/A	—	82,206	-82,206	-100%	$996.3K	—	—	—
Cascade Financial Partners, LLC	N/A	—	79,954	-79,954	-100%	$969.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	79,128	-79,128	-100%	$959.0K	—	—	—
Stifel Financial Corp	N/A	—	77,989	-77,989	-100%	$945.2K	—	—	—
Jane Street Group, LLC	N/A	—	52,745	-52,745	-100%	$639.3K	—	—	—
Requisite Capital Management, LLC	N/A	—	52,058	-52,058	-100%	$634.6K	—	—	—
Mariner, LLC	N/A	—	51,889	-51,889	-100%	$628.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	50,468	-50,468	-100%	$611.7K	—	—	—
Cetera Investment Advisers	N/A	—	49,951	-49,951	-100%	$605.4K	—	—	—
Hollencrest Capital Management	N/A	—	43,423	-43,423	-100%	$526.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	41,100	-41,100	-100%	$501.0K	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	39,986	-39,986	-100%	$484.6K	—	—	—
First Foundation Advisors	N/A	—	38,617	-38,617	-100%	$468.0K	—	—	—
NewEdge Wealth, LLC	N/A	—	38,600	-38,600	-100%	$467.8K	—	—	—
Apriem Advisors	N/A	—	33,120	-33,120	-100%	$401.4K	—	—	—
Virtu Financial LLC	N/A	—	25,596	-25,596	-100%	$310.0K	—	—	—
Intellectus Partners, LLC	N/A	—	25,000	-25,000	-100%	$304.7K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	24,921	-24,921	-100%	$302.0K	—	—	—
Snowden Capital Advisors LLC	N/A	—	20,132	-20,132	-100%	$245.4K	—	—	—
Brookwood Investment Group LLC	N/A	—	19,750	-19,750	-100%	$239.4K	—	—	—
First American Trust, FSB	N/A	—	19,000	-19,000	-100%	$230.3K	—	—	—
McGowan Group Asset Management, Inc.	N/A	—	18,677	-18,677	-100%	$226.4K	—	—	—
Cerity Partners LLC	N/A	—	18,128	-18,128	-100%	$219.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	16,045	-16,045	-100%	$194.5K	—	—	—
Two Sigma Securities, LLC	N/A	—	15,731	-15,731	-100%	$190.7K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	15,441	-15,441	-100%	$187.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	15,202	-15,202	-100%	$184.2K	—	—	—
Pure Financial Advisors, LLC	N/A	—	15,193	-15,193	-100%	$184.1K	—	—	—
Boothbay Fund Management, LLC	N/A	—	15,068	-15,068	-100%	$182.6K	—	—	—
CreativeOne Wealth, LLC	N/A	—	13,544	-13,544	-100%	$164.2K	—	—	—
RB Capital Management, LLC	N/A	—	13,252	-13,252	-100%	$160.6K	—	—	—
Savvy Advisors, Inc.	N/A	—	11,659	-11,659	-100%	$141.3K	—	—	—
Rosenblum Silverman Sutton S F Inc	N/A	—	11,440	-11,440	-100%	$138.7K	—	—	—
MML Investors Services, LLC	N/A	—	10,828	-10,828	-100%	$131.2K	—	—	—
Riverview Trust Co	N/A	—	10,612	-10,612	-100%	$128.6K	—	—	—
Focus Partners Wealth	N/A	—	10,465	-10,465	-100%	$126.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	10,095	-10,095	-100%	$122.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	10,000	-10,000	-100%	$121.2K	—	—	—
Regatta Research & Money Management	N/A	—	4,063	-4,063	-100%	$49.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,685	-3,685	-100%	$44.7K	—	—	—
Penserra Capital Management LLC	N/A	—	3,678	-3,678	-100%	$44	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	3,550	-3,550	-100%	$43.0K	—	—	—
Arax Advisory Partners	N/A	—	3,400	-3,400	-100%	$41.2K	—	—	—
Rothschild Investment LLC	N/A	—	1,403	-1,403	-100%	$17.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	1,400	-1,400	-100%	$17.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,240	-1,240	-100%	$15.0K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	1,026	-1,026	-100%	$12.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	244	-244	-100%	$3.0K	—	—	—

Showing 148 of 148 institutions