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Nuveen Nasdaq 100 DYN Overwr (QQQX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares746,808 from 740,519
Change+6,289 (+1%)
Value$22.7M (+$406.1K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares527,627 from 738,826
Change-211,199 (-29%)
Value$16.1M (-$6.2M)
Filed 2026-11-04
Huntleigh Advisors, Inc.
INCREASED
Shares148,430 from 62,716
Change+85,714 (+137%)
Value$4.5M (+$2.6M)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares107,131 from 107,359
Change-228 (0%)
Value$3.3M (+$24.2K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares67,526 from 24,738
Change+42,788 (+173%)
Value$2.1M (+$1.3M)
Filed 2026-11-02
PMG Family Office LLC
INCREASED
Shares60,981 from 60,839
Change+142 (+0%)
Value$1.9M (+$22.2K)
Filed 2026-10-19
High Point Wealth Management, LLC
INCREASED
Shares59,936 from 53,804
Change+6,132 (+11%)
Value$1.8M (+$202.2K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares59,390 from 59,742
Change-352 (-1%)
Value$1.8M (+$6.6K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares58,047 from 34,937
Change+23,110 (+66%)
Value$1.8M (+$713.4K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares53,909 from 61,181
Change-7,272 (-12%)
Value$1.6M (-$203.5K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares45,120 from 46,420
Change-1,300 (-3%)
Value$1.4M (-$26.1K)
Filed 2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED
Shares44,082 from 44,170
Change-88 (0%)
Value$1.3M (+$12.8K)
Filed 2026-10-09
Advisor OS, LLC
DECREASED
Shares29,387 from 72,477
Change-43,090 (-59%)
Value$894.3K (-$1.3M)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares28,655 from 28,643
Change+12 (+0%)
Value$872.0K (+$8.7K)
Filed 2026-11-03
Advisory Advocates, LLC
DECREASED
Shares20,652 from 25,648
Change-4,996 (-19%)
Value$628.4K (-$144.6K)
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares19,706 from 15,941
Change+3,765 (+24%)
Value$600 (-$479.4K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares19,654 from 23,543
Change-3,889 (-17%)
Value$598.1K (-$111.5K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares17,740 from 18,174
Change-434 (-2%)
Value$539.8K (-$7.9K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
INCREASED
Shares17,417 from 16,017
Change+1,400 (+9%)
Value$530.0K (+$47.2K)
Filed 2026-10-13
Avory & Company, LLC
UNCHANGED
Shares17,157 from 17,157
Change0 (0%)
Value$522.1K (+$5.0K)
Filed 2026-10-21
Sapient Capital LLC
UNCHANGED
Shares16,814 from 16,814
Change0 (0%)
Value$524.1K (+$4.9K)
Filed 2026-10-08
Davenport & Co LLC
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$502.1K (+$4.8K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares15,179 from 15,484
Change-305 (-2%)
Value$461.9K (-$4.8K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares14,731 from 13,390
Change+1,341 (+10%)
Value$448.3K (+$44.7K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares14,287 from 14,248
Change+39 (+0%)
Value$434.8K (+$5.3K)
Filed 2026-10-26
International Assets Investment Management, LLC
UNCHANGED
Shares13,615 from 13,615
Change0 (0%)
Value$420.1K (+$6.8K)
Filed 2026-11-02
Aviance Capital Partners, LLC
DECREASED
Shares13,458 from 14,080
Change-622 (-4%)
Value$409.5K (-$14.8K)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
DECREASED
Shares13,300 from 16,408
Change-3,108 (-19%)
Value$404.7K (-$89.8K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED
Shares13,267 from 15,826
Change-2,559 (-16%)
Value$403.7K (-$73.3K)
Filed 2026-10-23
Diversify Wealth Management, LLC
DECREASED
Shares12,846 from 13,146
Change-300 (-2%)
Value$392.8K (+$5.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares12,846 from 13,146
Change-300 (-2%)
Value$392.8K (+$5.7K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares12,839 from 12,732
Change+107 (+1%)
Value$390.7K (+$7.0K)
Filed 2026-10-19
Procyon Advisors, LLC
INCREASED
Shares12,300 from 7,200
Change+5,100 (+71%)
Value$374.3K (+$157.3K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares10,861 from 10,877
Change-16 (0%)
Value$330.5K (+$2.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,411 from 10,581
Change-170 (-2%)
Value$317 (-$318.7K)
Filed 2026-11-02
Decision Investments, Inc
UNCHANGED
Shares10,069 from 10,069
Change0 (0%)
Value$306.4K (+$2.9K)
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares9,983 from 9,895
Change+88 (+1%)
Value$303.8K (+$5.5K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares8,973 from 9,733
Change-760 (-8%)
Value$273.0K (-$20.3K)
Filed 2026-11-02
Register Financial Advisors LLC
UNCHANGED
Shares8,615 from 8,615
Change0 (0%)
Value$262.2K (+$2.5K)
Filed 2026-10-23
Bay Capital Advisors, LLC
DECREASED
Shares8,560 from 8,860
Change-300 (-3%)
Value$260.5K (-$6.6K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares8,418 from 8,244
Change+174 (+2%)
Value$256.2K (+$7.7K)
Filed 2026-11-05
WealthTrust Asset Management, LLC
DECREASED
Shares8,354 from 8,461
Change-107 (-1%)
Value$254.2K (-$814)
Filed 2026-10-22
Cypress Wealth Services, LLC
INCREASED
Shares7,949 from 7,720
Change+229 (+3%)
Value$246.1K (+$13.4K)
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares7,559 from 7,430
Change+129 (+2%)
Value$230 (-$223.8K)
Filed 2026-10-20
Griffin Asset Management, Inc.
UNCHANGED
Shares7,440 from 7,440
Change0 (0%)
Value$226.4K (+$2.2K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares7,339 from 7,798
Change-459 (-6%)
Value$223.3K (-$11.7K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
DECREASED
Shares7,310 from 8,453
Change-1,143 (-14%)
Value$222.4K (-$32.3K)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares7,158 from 7,158
Change0 (0%)
Value$217.8K (+$2.1K)
Filed 2026-10-28
Wilkins Investment Counsel Inc
UNCHANGED
Shares7,146 from 7,146
Change0 (0%)
Value$217.5K (+$2.1K)
Filed 2026-11-03
Formidable Asset Management, LLC
NEW
Shares7,100
Change+7,100
Value$214.0K
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares7,044 from 6,067
Change+977 (+16%)
Value$214.3K (+$31.5K)
Filed 2026-10-08
Next Level Private LLC
NEW
Shares6,644
Change+6,644
Value$202.2K
Filed 2026-10-20
FNY Investment Advisers, LLC
INCREASED
Shares5,300 from 3,800
Change+1,500 (+39%)
Value$161 (+$47)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares5,182 from 5,182
Change0 (0%)
Value$156.2K ($0)
Filed 2026-11-06
Eastern Bank
INCREASED
Shares4,872 from 2,293
Change+2,579 (+112%)
Value$148.3K (+$79.1K)
Filed 2026-10-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$92.0K (+$1.8K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares2,766
Change+2,766
Value$84.2K
Filed 2026-11-03
Bell Investment Advisors, Inc
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$61.7K (+$589)
Filed 2026-10-29
Trellis Wealth Advisors LLC
NEW
Shares1,750
Change+1,750
Value$53.3K
Filed 2026-10-19
Mather Group, Llc.
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$38.4K (+$366)
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$31.2K (+$297)
Filed 2026-10-26
Financial Management Professionals, Inc.
INCREASED
Shares741 from 724
Change+17 (+2%)
Value$23.1K (+$754)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
NEW
Shares660
Change+660
Value$20.1K
Filed 2026-10-27
Bokf, NA
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$20.0K (+$191)
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares577
Change+577
Value$17.6K
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares575 from 1,000
Change-425 (-42%)
Value$17.5K (-$12.6K)
Filed 2026-10-14
US Bancorp \de\
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$16.1K (+$154)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$14.9K (+$34)
Filed 2026-10-29
Vision Financial Markets LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$14.1K (+$282)
Filed 2026-10-22
Noble Wealth Management PBC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$11.4K (+$108)
Filed 2026-10-01
Spire Wealth Management
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$10.7K (+$102)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$6.4K (+$61)
Filed 2026-11-02
Hickory Point Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.1K (+$58)
Filed 2026-10-01
Montgomery Financial Services LLC
INCREASED
Shares196 from 191
Change+5 (+3%)
Value$6.0K (+$195)
Filed 2026-11-03
MB, Levis & Associates, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$5.7K (+$54)
Filed 2026-10-16
UMB Bank, n.a.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$4.1K (+$39)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.0K (+$29)
Filed 2026-10-19
Markowski Investments
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.0K (+$29)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares48
Change+48
Value$1.5K
Filed 2026-10-21
Russell Investments Group, Ltd.
NEW
Shares0
Change0
Value$0
Filed 2026-11-06
Shaker Financial Services, LLC
CLOSED
Shares0 from 45,069
Change-45,069 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-14
Trust Co of Vermont
CLOSED
Shares0 from 2,977
Change-2,977 (-100%)
Value$0 (-$89.7K)
Filed 2026-10-21
Axiom Investment Management LLC
CLOSED
Shares0 from 2,720
Change-2,720 (-100%)
Value$0 (-$81.9K)
Filed 2026-11-03
IFP Advisors, Inc
CLOSED
Shares0 from 1,107
Change-1,107 (-100%)
Value$0 (-$33.4K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-14
Summit Securities Group LLC
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-26
GoalVest Advisory LLC
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$723)
Filed 2026-10-27
WPG Advisers, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$452)
Filed 2026-10-27
Morgan Stanley
N/A
Shares— from 1,877,709
Change-1,877,709 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,393,850
Change-1,393,850 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,220,343
Change-1,220,343 (-100%)
Value—
UBS Group AG
N/A
Shares— from 742,278
Change-742,278 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 735,304
Change-735,304 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 647,564
Change-647,564 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 613,256
Change-613,256 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 490,260
Change-490,260 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 425,446
Change-425,446 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 343,339
Change-343,339 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 261,637
Change-261,637 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 261,137
Change-261,137 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 236,913
Change-236,913 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 214,358
Change-214,358 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 192,683
Change-192,683 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 173,377
Change-173,377 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 59,971
Change-59,971 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,584
Change-57,584 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 56,020
Change-56,020 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 52,731
Change-52,731 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 46,015
Change-46,015 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 43,447
Change-43,447 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 38,968
Change-38,968 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 34,702
Change-34,702 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,690
Change-31,690 (-100%)
Value—
&partners
N/A
Shares— from 31,679
Change-31,679 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,395
Change-28,395 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 28,040
Change-28,040 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,774
Change-26,774 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 25,362
Change-25,362 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 23,835
Change-23,835 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 22,727
Change-22,727 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,164
Change-22,164 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 20,790
Change-20,790 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,736
Change-19,736 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 18,921
Change-18,921 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,268
Change-18,268 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,550
Change-16,550 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,531
Change-16,531 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,228
Change-16,228 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,393
Change-15,393 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 14,257
Change-14,257 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,199
Change-12,199 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 12,128
Change-12,128 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,948
Change-9,948 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,887
Change-7,887 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,685
Change-6,685 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
FMR LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 734
Change-734 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 658
Change-658 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 351
Change-351 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 198
Change-198 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 121
Change-121 (-100%)
Value—
Status
LPL Financial LLC
INCREASED746,808740,519+6,289+1%$22.3M$22.7M+$406.1K2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED527,627738,826-211,199-29%$22.3M$16.1M-$6.2M2026-11-04
Huntleigh Advisors, Inc.
INCREASED148,43062,716+85,714+137%$1.9M$4.5M+$2.6M2026-11-03
D.A. Davidson & Co.
DECREASED107,131107,359-2280%$3.2M$3.3M+$24.2K2026-10-28
Kestra Advisory Services, LLC
INCREASED67,52624,738+42,788+173%$745.6K$2.1M+$1.3M2026-11-02
PMG Family Office LLC
INCREASED60,98160,839+142+0%$1.9M$1.9M+$22.2K2026-10-19
High Point Wealth Management, LLC
INCREASED59,93653,804+6,132+11%$1.6M$1.8M+$202.2K2026-11-05
Moneco Advisors, LLC
DECREASED59,39059,742-352-1%$1.8M$1.8M+$6.6K2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED58,04734,937+23,110+66%$1.1M$1.8M+$713.4K2026-10-13
Commonwealth Equity Services, LLC
DECREASED53,90961,181-7,272-12%$1.8M$1.6M-$203.5K2026-11-02
Axxcess Wealth Management, LLC
DECREASED45,12046,420-1,300-3%$1.4M$1.4M-$26.1K2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED44,08244,170-880%$1.3M$1.3M+$12.8K2026-10-09
Advisor OS, LLC
DECREASED29,38772,477-43,090-59%$2.2M$894.3K-$1.3M2026-11-03
HUB Investment Partners, LLC
INCREASED28,65528,643+12+0%$863.3K$872.0K+$8.7K2026-11-03
Advisory Advocates, LLC
DECREASED20,65225,648-4,996-19%$773.0K$628.4K-$144.6K2026-11-05
Wedbush Securities Inc
INCREASED19,70615,941+3,765+24%$480.0K$600-$479.4K2026-10-22
PNC Financial Services Group, Inc.
DECREASED19,65423,543-3,889-17%$709.6K$598.1K-$111.5K2026-11-06
Moors & Cabot, Inc.
DECREASED17,74018,174-434-2%$547.8K$539.8K-$7.9K2026-11-06
Dynamic Advisor Solutions LLC
INCREASED17,41716,017+1,400+9%$482.8K$530.0K+$47.2K2026-10-13
Avory & Company, LLC
UNCHANGED17,15717,15700%$517.1K$522.1K+$5.0K2026-10-21
Sapient Capital LLC
UNCHANGED16,81416,81400%$519.2K$524.1K+$4.9K2026-10-08
Davenport & Co LLC
UNCHANGED16,50016,50000%$497.3K$502.1K+$4.8K2026-10-14
Truist Financial Corp
DECREASED15,17915,484-305-2%$466.7K$461.9K-$4.8K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED14,73113,390+1,341+10%$403.6K$448.3K+$44.7K2026-11-05
Lanark Financial, Inc.
INCREASED14,28714,248+39+0%$429.4K$434.8K+$5.3K2026-10-26
International Assets Investment Management, LLC
UNCHANGED13,61513,61500%$413.3K$420.1K+$6.8K2026-11-02
Aviance Capital Partners, LLC
DECREASED13,45814,080-622-4%$424.4K$409.5K-$14.8K2026-10-29
Cyndeo Wealth Partners, LLC
DECREASED13,30016,408-3,108-19%$494.5K$404.7K-$89.8K2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED13,26715,826-2,559-16%$477.0K$403.7K-$73.3K2026-10-23
Diversify Wealth Management, LLC
DECREASED12,84613,146-300-2%$387.2K$392.8K+$5.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED12,84613,146-300-2%$387.2K$392.8K+$5.7K2026-10-20
Diversified Enterprises, LLC
INCREASED12,83912,732+107+1%$383.7K$390.7K+$7.0K2026-10-19
Procyon Advisors, LLC
INCREASED12,3007,200+5,100+71%$217.0K$374.3K+$157.3K2026-10-21
Fifth Third Bancorp
DECREASED10,86110,877-160%$327.8K$330.5K+$2.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED10,41110,581-170-2%$319.0K$317-$318.7K2026-11-02
Decision Investments, Inc
UNCHANGED10,06910,06900%$303.5K$306.4K+$2.9K2026-10-07
Merit Financial Group, LLC
INCREASED9,9839,895+88+1%$298.2K$303.8K+$5.5K2026-11-06
Creative Planning
DECREASED8,9739,733-760-8%$293.3K$273.0K-$20.3K2026-11-02
Register Financial Advisors LLC
UNCHANGED8,6158,61500%$259.7K$262.2K+$2.5K2026-10-23
Bay Capital Advisors, LLC
DECREASED8,5608,860-300-3%$267.0K$260.5K-$6.6K2026-10-16
Jacobi Capital Management LLC
INCREASED8,4188,244+174+2%$248.5K$256.2K+$7.7K2026-11-05
WealthTrust Asset Management, LLC
DECREASED8,3548,461-107-1%$255.0K$254.2K-$8142026-10-22
Cypress Wealth Services, LLC
INCREASED7,9497,720+229+3%$232.7K$246.1K+$13.4K2026-10-21
Aurora Private Wealth, Inc.
INCREASED7,5597,430+129+2%$224.0K$230-$223.8K2026-10-20
Griffin Asset Management, Inc.
UNCHANGED7,4407,44000%$224.2K$226.4K+$2.2K2026-10-22
Compound Planning, Inc.
DECREASED7,3397,798-459-6%$235.0K$223.3K-$11.7K2026-11-05
Cornerstone Wealth Group, LLC
DECREASED7,3108,453-1,143-14%$254.8K$222.4K-$32.3K2026-11-02
Main Street Group, LTD
UNCHANGED7,1587,15800%$215.7K$217.8K+$2.1K2026-10-28
Wilkins Investment Counsel Inc
UNCHANGED7,1467,14600%$215.4K$217.5K+$2.1K2026-11-03
Formidable Asset Management, LLC
NEW7,100—+7,100——$214.0K—2026-11-03
Farther Finance Advisors, LLC
INCREASED7,0446,067+977+16%$182.9K$214.3K+$31.5K2026-10-08
Next Level Private LLC
NEW6,644—+6,644——$202.2K—2026-10-20
FNY Investment Advisers, LLC
INCREASED5,3003,800+1,500+39%$114$161+$472026-10-16
Allworth Financial LP
UNCHANGED5,1825,18200%$156.2K$156.2K$02026-11-06
Eastern Bank
INCREASED4,8722,293+2,579+112%$69.1K$148.3K+$79.1K2026-10-05
TD Waterhouse Canada Inc.
UNCHANGED2,9762,97600%$90.2K$92.0K+$1.8K2026-10-16
Ascentis Independent Advisors
NEW2,766—+2,766——$84.2K—2026-11-03
Bell Investment Advisors, Inc
UNCHANGED2,0282,02800%$61.1K$61.7K+$5892026-10-29
Trellis Wealth Advisors LLC
NEW1,750—+1,750——$53.3K—2026-10-19
Mather Group, Llc.
UNCHANGED1,2621,26200%$38.0K$38.4K+$3662026-10-14
First Bancorp, Inc
UNCHANGED1,0251,02500%$30.9K$31.2K+$2972026-10-26
Financial Management Professionals, Inc.
INCREASED741724+17+2%$22.3K$23.1K+$7542026-10-23
Cassaday & Co Wealth Management LLC
NEW660—+660——$20.1K—2026-10-27
Bokf, NA
UNCHANGED65865800%$19.8K$20.0K+$1912026-10-27
Heritage Family Offices, LLP
NEW577—+577——$17.6K—2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5751,000-425-42%$30.1K$17.5K-$12.6K2026-10-14
US Bancorp \de\
UNCHANGED53053000%$16.0K$16.1K+$1542026-11-05
Salomon & Ludwin, LLC
UNCHANGED49149100%$14.9K$14.9K+$342026-10-29
Vision Financial Markets LLC
UNCHANGED45645600%$13.8K$14.1K+$2822026-10-22
Noble Wealth Management PBC
UNCHANGED37537500%$11.3K$11.4K+$1082026-10-01
Spire Wealth Management
UNCHANGED35235200%$10.6K$10.7K+$1022026-10-30
Golden State Wealth Management, LLC
UNCHANGED21021000%$6.3K$6.4K+$612026-11-02
Hickory Point Bank & Trust
UNCHANGED20020000%$6.0K$6.1K+$582026-10-01
Montgomery Financial Services LLC
INCREASED196191+5+3%$5.8K$6.0K+$1952026-11-03
MB, Levis & Associates, LLC
UNCHANGED18718700%$5.6K$5.7K+$542026-10-16
UMB Bank, n.a.
UNCHANGED13613600%$4.1K$4.1K+$392026-11-06
Highline Wealth Partners LLC
UNCHANGED10010000%$3.0K$3.0K+$292026-10-19
Markowski Investments
UNCHANGED10010000%$3.0K$3.0K+$292026-10-30
Root Financial Partners, LLC
NEW48—+48——$1.5K—2026-10-21
Russell Investments Group, Ltd.
NEW0—0——$0—2026-11-06
Shaker Financial Services, LLC
CLOSED045,069-45,069-100%$1.4M$0-$1.4M2026-10-14
Trust Co of Vermont
CLOSED02,977-2,977-100%$89.7K$0-$89.7K2026-10-21
Axiom Investment Management LLC
CLOSED02,720-2,720-100%$81.9K$0-$81.9K2026-11-03
IFP Advisors, Inc
CLOSED01,107-1,107-100%$33.4K$0-$33.4K2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED0400-400-100%$12.0K$0-$12.0K2026-10-14
Summit Securities Group LLC
CLOSED0309-309-100%$9.3K$0-$9.3K2026-11-05
Blue Bell Private Wealth Management, LLC
CLOSED0270-270-100%$8.1K$0-$8.1K2026-10-29
Vermillion Wealth Management, Inc.
CLOSED0223-223-100%$6.7K$0-$6.7K2026-10-26
GoalVest Advisory LLC
CLOSED0213-213-100%$6.4K$0-$6.4K2026-10-02
Pinnacle Wealth Planning Services, Inc.
CLOSED024-24-100%$723$0-$7232026-10-27
WPG Advisers, LLC
CLOSED015-15-100%$452$0-$4522026-10-27
Morgan Stanley
N/A—1,877,709-1,877,709-100%$56.6M———
Karpus Management, Inc.
N/A—1,393,850-1,393,850-100%$42.0M———
Wells Fargo & Company
N/A—1,220,343-1,220,343-100%$36.8M———
UBS Group AG
N/A—742,278-742,278-100%$22.4M———
Royal Bank of Canada
N/A—735,304-735,304-100%$22.2M———
Guggenheim Capital LLC
N/A—647,564-647,564-100%$19.5M———
Invesco Ltd.
N/A—613,256-613,256-100%$18.5M———
1607 Capital Partners, LLC
N/A—490,260-490,260-100%$14.8M———
Raymond James Financial Inc
N/A—425,446-425,446-100%$12.8M———
Bank of America Corp
N/A—343,339-343,339-100%$10.3M———
HighTower Advisors, LLC
N/A—261,637-261,637-100%$7.9M———
Advisors Asset Management, Inc.
N/A—261,137-261,137-100%$7.9M———
Janney Montgomery Scott LLC
N/A—236,913-236,913-100%$7.1M———
Osaic Holdings, Inc.
N/A—214,358-214,358-100%$6.5M———
Cypress Capital Management LLC (WY)
N/A—192,683-192,683-100%$5.9M———
Ameriprise Financial Inc
N/A—173,377-173,377-100%$5.2M———
Cetera Investment Advisers
N/A—59,971-59,971-100%$1.8M———
NewEdge Advisors, LLC
N/A—57,584-57,584-100%$1.7M———
First Trust Advisors LP
N/A—56,020-56,020-100%$1.7M———
IHT Wealth Management, LLC
N/A—52,731-52,731-100%$1.6M———
Schnieders Capital Management, Llc.
N/A—46,015-46,015-100%$1.4M———
Ionic Capital Management LLC
N/A—43,447-43,447-100%$1.3M———
BFC Planning, Inc.
N/A—38,968-38,968-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—34,702-34,702-100%$1.0M———
Arkadios Wealth Advisors
N/A—31,690-31,690-100%$955.1K———
&partners
N/A—31,679-31,679-100%$954.9K———
Stratos Wealth Partners, Ltd.
N/A—28,395-28,395-100%$855.8K———
Dakota Wealth Management
N/A—28,040-28,040-100%$845.1K———
Envestnet Asset Management Inc
N/A—26,774-26,774-100%$807.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—25,362-25,362-100%$764.4K———
Baird Financial Group, Inc.
N/A—23,835-23,835-100%$718.4K———
Mercer Global Advisors Inc
N/A—22,727-22,727-100%$685.0K———
Private Advisor Group, LLC
N/A—22,164-22,164-100%$668.0K———
Alteri Wealth LLC
N/A—20,790-20,790-100%$626.6K———
PFG Investments, LLC
N/A—19,736-19,736-100%$594.9K———
Focus Partners Wealth
N/A—18,921-18,921-100%$570.3K———
Northwestern Mutual Wealth Management Co
N/A—18,268-18,268-100%$550.6K———
Goldman Sachs Group Inc
N/A—16,550-16,550-100%$498.8K———
Susquehanna International Group, LLP
N/A—16,531-16,531-100%$498.2K———
Mutual Advisors, LLC
N/A—16,228-16,228-100%$489.1K———
Pathstone Holdings, LLC
N/A—15,393-15,393-100%$466.2K———
Sanctuary Advisors, LLC
N/A—14,594-14,594-100%$439.9K———
Tulsa Wealth Advisors, Inc
N/A—14,257-14,257-100%$429.7K———
Captrust Financial Advisors
N/A—13,033-13,033-100%$392.8K———
Beacon Pointe Advisors, LLC
N/A—12,199-12,199-100%$367.7K———
Chancellor Financial Group WB LP
N/A—12,128-12,128-100%$365.5K———
Stifel Financial Corp
N/A—11,227-11,227-100%$338.4K———
Mariner, LLC
N/A—11,110-11,110-100%$334.9K———
MML Investors Services, LLC
N/A—10,498-10,498-100%$316.4K———
Equitable Holdings, Inc.
N/A—9,948-9,948-100%$299.8K———
Summit Financial, LLC
N/A—8,632-8,632-100%$266.5K———
GWN Securities Inc.
N/A—7,887-7,887-100%$237.7K———
Ameritas Advisory Services, LLC
N/A—7,403-7,403-100%$223.1K———
Great Valley Advisor Group, Inc.
N/A—7,250-7,250-100%$218.5K———
Boston Family Office LLC
N/A—7,152-7,152-100%$216.0K———
Jane Street Group, LLC
N/A—6,718-6,718-100%$202.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,685-6,685-100%$201.5K———
Harbour Investments, Inc.
N/A—5,714-5,714-100%$172.2K———
Capital Analysts, LLC
N/A—5,404-5,404-100%$162.0K———
Caitlin John, LLC
N/A—4,358-4,358-100%$131.3K———
Steward Partners Investment Advisory, LLC
N/A—3,232-3,232-100%$97.4K———
Keating Financial Advisory Services, Inc.
N/A—2,295-2,295-100%$69.2K———
Global Retirement Partners, LLC
N/A—1,923-1,923-100%$58.0K———
FMR LLC
N/A—753-753-100%$22.7K———
Hollencrest Capital Management
N/A—734-734-100%$22.1K———
CoreFirst Bank & Trust
N/A—658-658-100%$19.8K———
Jones Financial Companies Lllp
N/A—351-351-100%$10.1K———
Thomas J. Herzfeld Advisors, Inc.
N/A—230-230-100%$6.9K———
Mark Sheptoff Financial Planning, LLC
N/A—200-200-100%$6.0K———
Arax Advisory Partners
N/A—198-198-100%$6.0K———
JPMorgan Chase & Co
N/A—121-121-100%$3.5K———
Showing 162 of 162 institutions