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Nuveen S&P 500 Dynam Overwr (XSSPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,121,676 from 1,997,074
Change+124,602 (+6%)
Value$39.2M (+$2.0M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,934,222 from 1,951,647
Change-17,425 (-1%)
Value$35.8M (-$614.9K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares626,004 from 599,022
Change+26,982 (+5%)
Value$11.6K (-$11.2M)
Filed 2026-11-02
Twelve Points Wealth Management LLC
INCREASED
Shares362,796 from 345,118
Change+17,678 (+5%)
Value$6.7M (+$238.8K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares307,675 from 254,177
Change+53,498 (+21%)
Value$5.7M (+$951.1K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares276,502 from 296,331
Change-19,829 (-7%)
Value$5.1M (-$411.1K)
Filed 2026-10-22
Shaker Financial Services, LLC
INCREASED
Shares266,301 from 257,328
Change+8,973 (+3%)
Value$5.0M (+$37.0K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares240,284 from 242,536
Change-2,252 (-1%)
Value$4.4M (-$78.0K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares196,980 from 198,750
Change-1,770 (-1%)
Value$3.6M (-$62.5K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares182,767 from 104,219
Change+78,548 (+75%)
Value$3.4M (+$1.4M)
Filed 2026-11-02
Sage Capital Management, LLC
DECREASED
Shares161,308 from 166,576
Change-5,268 (-3%)
Value$3.0M (-$122.4K)
Filed 2026-10-20
Altium Capital Management LLC
UNCHANGED
Shares157,395 from 157,395
Change0 (0%)
Value$2.9M (-$23.6K)
Filed 2026-11-04
Shulman DeMeo Asset Management LLC
DECREASED
Shares150,411 from 151,552
Change-1,141 (-1%)
Value$2.8M (-$16.8K)
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares134,051 from 101,811
Change+32,240 (+32%)
Value$2.5M (+$567.4K)
Filed 2026-11-04
Advisory Advocates, LLC
DECREASED
Shares121,726 from 134,599
Change-12,873 (-10%)
Value$2.3M (-$258.2K)
Filed 2026-11-05
Fortem Financial Group, LLC
DECREASED
Shares116,783 from 125,998
Change-9,215 (-7%)
Value$2.2M (-$189.3K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares113,835 from 113,088
Change+747 (+1%)
Value$2.1K (-$2.1M)
Filed 2026-10-26
PMG Family Office LLC
INCREASED
Shares111,950 from 111,852
Change+98 (+0%)
Value$2.1M (-$14.9K)
Filed 2026-10-19
Lighthouse Financial Services Inc
DECREASED
Shares107,964 from 108,498
Change-534 (0%)
Value$2.0M (-$27.2K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares99,334 from 98,545
Change+789 (+1%)
Value$1.8M (-$193)
Filed 2026-10-29
TPG Advisors LLC
DECREASED
Shares97,234 from 97,348
Change-114 (0%)
Value$1.8M (-$16.7K)
Filed 2026-10-16
Forteris Wealth Management Inc.
INCREASED
Shares93,618 from 90,315
Change+3,303 (+4%)
Value$1.7M (+$47.5K)
Filed 2026-10-13
D.A. Davidson & Co.
UNCHANGED
Shares89,622 from 89,622
Change0 (0%)
Value$1.7M (-$13.4K)
Filed 2026-10-28
Patten Group, Inc.
INCREASED
Shares84,220 from 65,767
Change+18,453 (+28%)
Value$1.6M (+$331.3K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares78,557 from 66,356
Change+12,201 (+18%)
Value$1.5M (+$215.6K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares78,281 from 77,911
Change+370 (+0%)
Value$1.4M (-$4.8K)
Filed 2026-11-05
Islay Capital Management, LLC
INCREASED
Shares76,484 from 75,984
Change+500 (+1%)
Value$1.4M (-$2.2K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares76,266 from 18,528
Change+57,738 (+312%)
Value$1.4M (+$1.1M)
Filed 2026-10-16
Moors & Cabot, Inc.
INCREASED
Shares75,389 from 75,106
Change+283 (+0%)
Value$1.4M (-$6.0K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
INCREASED
Shares73,475 from 68,250
Change+5,225 (+8%)
Value$1.4M (+$86.4K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares67,455 from 65,417
Change+2,038 (+3%)
Value$1.3M (+$38.0K)
Filed 2026-11-06
High Point Wealth Management, LLC
INCREASED
Shares63,087 from 60,120
Change+2,967 (+5%)
Value$1.2M (+$45.8K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares60,727 from 61,372
Change-645 (-1%)
Value$1.1M (-$21.1K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares60,477 from 57,198
Change+3,279 (+6%)
Value$1.1M (+$52.0K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares57,877 from 36,682
Change+21,195 (+58%)
Value$1.1M (+$386.4K)
Filed 2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares57,040 from 57,377
Change-337 (-1%)
Value$1.1M (-$14.8K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares55,746 from 57,118
Change-1,372 (-2%)
Value$1.0M (-$33.9K)
Filed 2026-10-30
Sims Investment Management, LLC
UNCHANGED
Shares50,462 from 50,462
Change0 (0%)
Value$933.0K (-$7.6K)
Filed 2026-10-13
Richmond Investment Services, LLC
INCREASED
Shares49,524 from 46,104
Change+3,420 (+7%)
Value$915.7K (+$56.3K)
Filed 2026-10-29
Calamos Advisors LLC
INCREASED
Shares49,219 from 36,822
Change+12,397 (+34%)
Value$910.1K (+$223.7K)
Filed 2026-11-02
Nations Financial Group Inc,
UNCHANGED
Shares44,113 from 44,113
Change0 (0%)
Value$815.6K (-$6.6K)
Filed 2026-11-05
World Equity Group, Inc.
INCREASED
Shares44,050 from 37,429
Change+6,621 (+18%)
Value$814.5K (+$116.8K)
Filed 2026-10-14
Puff Wealth Management, LLC
DECREASED
Shares42,686 from 51,264
Change-8,578 (-17%)
Value$789.3K (-$166.3K)
Filed 2026-10-07
International Assets Investment Management, LLC
INCREASED
Shares42,637 from 42,037
Change+600 (+1%)
Value$794.8K (+$10.8K)
Filed 2026-11-02
Venture Visionary Partners LLC
UNCHANGED
Shares41,704 from 41,704
Change0 (0%)
Value$771.1K (-$6.3K)
Filed 2026-10-07
UMB Bank, n.a.
UNCHANGED
Shares39,825 from 39,825
Change0 (0%)
Value$736.4K (-$6.0K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares38,311 from 37,958
Change+353 (+1%)
Value$708.4K (+$843)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares37,604 from 37,904
Change-300 (-1%)
Value$695.3K (-$11.2K)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares36,494 from 36,494
Change0 (0%)
Value$674.8K (-$5.5K)
Filed 2026-10-26
Investment Partners Asset Management, Inc.
UNCHANGED
Shares36,350 from 36,350
Change0 (0%)
Value$672.1K (-$5.5K)
Filed 2026-10-09
Diversify Advisory Services, LLC
DECREASED
Shares35,309 from 37,084
Change-1,775 (-5%)
Value$661.0K (-$26.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares35,309 from 37,084
Change-1,775 (-5%)
Value$661.0K (-$26.2K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares34,407 from 34,848
Change-441 (-1%)
Value$636 (-$649.4K)
Filed 2026-10-22
Focused Wealth Management, Inc
DECREASED
Shares34,099 from 35,071
Change-972 (-3%)
Value$630.5K (-$23.2K)
Filed 2026-10-30
Pflug Koory, LLC
UNCHANGED
Shares32,688 from 32,688
Change0 (0%)
Value$604.4K (-$4.9K)
Filed 2026-10-26
Decision Investments, Inc
UNCHANGED
Shares32,547 from 32,547
Change0 (0%)
Value$601.8K (-$4.9K)
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED
Shares31,940 from 30,011
Change+1,929 (+6%)
Value$590.6K (+$44.1K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares30,520 from 31,796
Change-1,276 (-4%)
Value$568.9K (+$57.9K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares30,415 from 34,753
Change-4,338 (-12%)
Value$576.0K (-$87.2K)
Filed 2026-10-28
Blue Trust, Inc.
NEW
Shares30,245
Change+30,245
Value$559.2K
Filed 2026-10-15
Closed-End Fund Advisors, Inc.
INCREASED
Shares30,164 from 29,629
Change+535 (+2%)
Value$557.7K (+$5.4K)
Filed 2026-11-04
Integrated Capital Management, Inc.
INCREASED
Shares30,097 from 18,500
Change+11,597 (+63%)
Value$556.5K (+$211.7K)
Filed 2026-10-09
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares25,828 from 25,466
Change+362 (+1%)
Value$477.6K (+$2.9K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
DECREASED
Shares24,186 from 25,742
Change-1,556 (-6%)
Value$447.2K (-$32.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares22,467 from 10,524
Change+11,943 (+113%)
Value$415.4K (+$219.3K)
Filed 2026-10-08
MGO One Seven LLC
DECREASED
Shares22,092 from 27,942
Change-5,850 (-21%)
Value$408.5K (-$112.4K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
NEW
Shares21,665
Change+21,665
Value$400.6K
Filed 2026-11-02
Instrumental Wealth, LLC
DECREASED
Shares20,198 from 22,529
Change-2,331 (-10%)
Value$373.5K (-$46.5K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares20,097 from 20,088
Change+9 (+0%)
Value$371.6K (-$11.3K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares19,973 from 20,802
Change-829 (-4%)
Value$369.3K (-$18.5K)
Filed 2026-11-02
Commons Capital, LLC
DECREASED
Shares19,861 from 29,091
Change-9,230 (-32%)
Value$367.2K (-$175.0K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares19,124 from 19,830
Change-706 (-4%)
Value$353.6K (-$16.0K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares18,577 from 18,549
Change+28 (+0%)
Value$343.5K (-$2.3K)
Filed 2026-10-08
Uhlmann Price Securities, LLC
INCREASED
Shares17,320 from 16,944
Change+376 (+2%)
Value$320.2K (+$4.4K)
Filed 2026-11-03
Wealth Effects LLC
INCREASED
Shares16,694 from 16,426
Change+268 (+2%)
Value$308.7K (+$2.5K)
Filed 2026-10-23
Procyon Advisors, LLC
UNCHANGED
Shares15,609 from 15,609
Change0 (0%)
Value$288.6K (-$2.3K)
Filed 2026-10-21
Maltin Wealth Management, Inc.
INCREASED
Shares15,387 from 15,102
Change+285 (+2%)
Value$284.5K (+$3.0K)
Filed 2026-10-13
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares14,842 from 14,842
Change0 (0%)
Value$274.4K (-$2.2K)
Filed 2026-10-28
Triumph Capital Management
DECREASED
Shares14,796 from 15,215
Change-419 (-3%)
Value$273.6K (-$10.0K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares14,443 from 14,372
Change+71 (+0%)
Value$267.1K (-$834)
Filed 2026-11-06
StoneX Group Inc.
DECREASED
Shares14,420 from 16,084
Change-1,664 (-10%)
Value$272.7K (-$33.8K)
Filed 2026-11-03
Armor Investment Advisors, LLC
DECREASED
Shares14,040 from 15,650
Change-1,610 (-10%)
Value$259.6K (-$32.1K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares13,916 from 13,713
Change+203 (+1%)
Value$257.3K (+$1.7K)
Filed 2026-11-06
Wealth Preservation Advisors, LLC
UNCHANGED
Shares13,693 from 13,693
Change0 (0%)
Value$253.2K (-$2.1K)
Filed 2026-11-05
Compass Capital Management, Inc
NEW
Shares13,581
Change+13,581
Value$251.1K
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares13,520 from 17,495
Change-3,975 (-23%)
Value$250.0K (-$76.1K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares13,260 from 13,883
Change-623 (-4%)
Value$245.2K (-$13.6K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares12,992 from 12,992
Change0 (0%)
Value$242.2K ($0)
Filed 2026-10-26
Aviance Capital Partners, LLC
DECREASED
Shares12,791 from 13,931
Change-1,140 (-8%)
Value$236.5K (-$23.2K)
Filed 2026-10-29
Apella Capital, LLC
UNCHANGED
Shares12,624 from 12,624
Change0 (0%)
Value$234.9K (+$1.0K)
Filed 2026-10-08
Vista Investment Partners II, LLC
DECREASED
Shares12,229 from 12,339
Change-110 (-1%)
Value$226.1K (-$3.9K)
Filed 2026-10-15
Axiom Investment Management LLC
INCREASED
Shares11,742 from 11,306
Change+436 (+4%)
Value$217.1K (+$6.4K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares11,316 from 11,216
Change+100 (+1%)
Value$209.2K (+$167)
Filed 2026-10-19
Ayrshire Capital Management LLC
NEW
Shares10,898
Change+10,898
Value$201.5K
Filed 2026-10-20
Centurion Wealth Management LLC
INCREASED
Shares10,351 from 10,339
Change+12 (+0%)
Value$191.4K (-$1.3K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
NEW
Shares10,350
Change+10,350
Value$192.7K
Filed 2026-11-02
Horizon Wealth Management, LLC
NEW
Shares10,011
Change+10,011
Value$185.1K
Filed 2026-11-02
Eastern Bank
INCREASED
Shares8,370 from 6,331
Change+2,039 (+32%)
Value$154.8K (+$36.8K)
Filed 2026-10-05
PFS Partners, LLC
INCREASED
Shares7,160 from 7,000
Change+160 (+2%)
Value$132.4K (+$1.9K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares6,376 from 6,376
Change0 (0%)
Value$118 (-$118.9K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares5,341 from 5,341
Change0 (0%)
Value$98.8K (-$801)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares5,291 from 5,291
Change0 (0%)
Value$97.8K (-$793)
Filed 2026-11-05
Three Bridge Wealth Advisors, LLC
NEW
Shares5,207
Change+5,207
Value$98.5K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares4,527 from 4,527
Change0 (0%)
Value$83.7K (-$679)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,253 from 5,002
Change-749 (-15%)
Value$78.6K (-$14.6K)
Filed 2026-10-27
Bayban
UNCHANGED
Shares4,198 from 4,198
Change0 (0%)
Value$78.3K ($0)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares3,042
Change+3,042
Value$56.3K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$56.1K (-$455)
Filed 2026-10-13
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,852 from 2,852
Change0 (0%)
Value$52.7K (-$428)
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
DECREASED
Shares2,613 from 4,611
Change-1,998 (-43%)
Value$48.3K (-$37.6K)
Filed 2026-10-30
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares2,582 from 2,525
Change+57 (+2%)
Value$47.7K (+$674)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares2,225 from 2,896
Change-671 (-23%)
Value$41.1K (-$12.8K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares2,147 from 2,099
Change+48 (+2%)
Value$39.7K (+$572)
Filed 2026-10-28
Signaturefd, LLC
DECREASED
Shares2,109 from 5,319
Change-3,210 (-60%)
Value$39.0K (-$60.2K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares2,045 from 743
Change+1,302 (+175%)
Value$37.8K (+$24.0K)
Filed 2026-10-21
FNY Investment Advisers, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$36 (-$1)
Filed 2026-10-16
North Star Investment Management Corp.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$37.0K (-$300)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$32.9K (-$267)
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares1,651 from 1,406
Change+245 (+17%)
Value$30.5K (+$4.3K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
NEW
Shares1,167
Change+1,167
Value$21.6K
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares972
Change+972
Value$18.0K
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
NEW
Shares939
Change+939
Value$17.4K
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares923 from 1,423
Change-500 (-35%)
Value$17.1K (-$9.5K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$15.5K (-$126)
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares775
Change+775
Value$14.3K
Filed 2026-11-02
Costello Asset Management, Inc
INCREASED
Shares512 from 503
Change+9 (+2%)
Value$9.5K (+$97)
Filed 2026-10-30
MB, Levis & Associates, LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$9.3K (-$76)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$7.7K (-$197)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares417
Change+417
Value$7.7K
Filed 2026-10-21
GoalVest Advisory LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$5.6K (-$46)
Filed 2026-10-02
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$4.0K (-$32)
Filed 2026-10-26
Fortis Group Advisors, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$3.9K (-$32)
Filed 2026-11-06
Lodestone Wealth Management LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$3.5K (-$28)
Filed 2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$3.1K (-$25)
Filed 2026-10-23
Centerpoint Advisors, LLC
NEW
Shares151
Change+151
Value$3
Filed 2026-11-05
NBH Bank
NEW
Shares124
Change+124
Value$2.3K
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.9K (-$15)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$1.8K (-$14)
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$1.7K (-$13)
Filed 2026-10-28
Rossby Financial, LCC
NEW
Shares8
Change+8
Value$148
Filed 2026-11-05
Russell Investments Group, Ltd.
NEW
Shares3
Change+3
Value$55
Filed 2026-11-06
Absolute Investment Advisers, LLC
CLOSED
Shares0 from 421,986
Change-421,986 (-100%)
Value$0 (-$7.9M)
Filed 2026-10-21
Wolverine Asset Management LLC
CLOSED
Shares0 from 202,473
Change-202,473 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 50,253
Change-50,253 (-100%)
Value$0 (-$936.7K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 2,026
Change-2,026 (-100%)
Value$0 (-$37.8K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 434
Change-434 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-15
Highline Wealth Partners LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 12,472,863
Change-12,472,863 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,440,231
Change-2,440,231 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 2,368,022
Change-2,368,022 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,987,730
Change-1,987,730 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,809,938
Change-1,809,938 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,786,820
Change-1,786,820 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,297,471
Change-1,297,471 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,233,884
Change-1,233,884 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 937,141
Change-937,141 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 600,563
Change-600,563 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 450,007
Change-450,007 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 436,736
Change-436,736 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 420,868
Change-420,868 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 369,950
Change-369,950 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 326,907
Change-326,907 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 311,978
Change-311,978 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 283,510
Change-283,510 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 229,454
Change-229,454 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 228,792
Change-228,792 (-100%)
Value—
&partners
N/A
Shares— from 205,568
Change-205,568 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 187,572
Change-187,572 (-100%)
Value—
Quarry LP
N/A
Shares— from 177,171
Change-177,171 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 150,694
Change-150,694 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 141,506
Change-141,506 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 139,466
Change-139,466 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 139,122
Change-139,122 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 134,295
Change-134,295 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 110,380
Change-110,380 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 109,643
Change-109,643 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 94,669
Change-94,669 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 76,369
Change-76,369 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 75,740
Change-75,740 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 71,435
Change-71,435 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 64,905
Change-64,905 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 55,824
Change-55,824 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 52,520
Change-52,520 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 47,458
Change-47,458 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,963
Change-44,963 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 43,397
Change-43,397 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 43,258
Change-43,258 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 40,537
Change-40,537 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 35,955
Change-35,955 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 35,913
Change-35,913 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 34,394
Change-34,394 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 33,230
Change-33,230 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 32,791
Change-32,791 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,960
Change-28,960 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 28,937
Change-28,937 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 28,799
Change-28,799 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 28,110
Change-28,110 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 27,374
Change-27,374 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,648
Change-25,648 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,278
Change-24,278 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 24,062
Change-24,062 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 23,747
Change-23,747 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,808
Change-20,808 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,764
Change-19,764 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 17,939
Change-17,939 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,731
Change-16,731 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 16,289
Change-16,289 (-100%)
Value—
Quantedge Capital Pte Ltd
N/A
Shares— from 16,076
Change-16,076 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,005
Change-16,005 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 15,083
Change-15,083 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 14,725
Change-14,725 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 14,388
Change-14,388 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,282
Change-14,282 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,954
Change-13,954 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,953
Change-13,953 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 13,717
Change-13,717 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,233
Change-13,233 (-100%)
Value—
CSS LLC
N/A
Shares— from 13,086
Change-13,086 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 12,601
Change-12,601 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,332
Change-12,332 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,046
Change-12,046 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 11,755
Change-11,755 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 11,560
Change-11,560 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 780
Change-780 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 532
Change-532 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 213
Change-213 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 200
Change-200 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 93
Change-93 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,121,6761,997,074+124,602+6%$37.2M$39.2M+$2.0M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED1,934,2221,951,647-17,425-1%$36.4M$35.8M-$614.9K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED626,004599,022+26,982+5%$11.2M$11.6K-$11.2M2026-11-02
Twelve Points Wealth Management LLC
INCREASED362,796345,118+17,678+5%$6.4M$6.7M+$238.8K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED307,675254,177+53,498+21%$4.7M$5.7M+$951.1K2026-10-13
Capital Investment Advisors, LLC
DECREASED276,502296,331-19,829-7%$5.5M$5.1M-$411.1K2026-10-22
Shaker Financial Services, LLC
INCREASED266,301257,328+8,973+3%$5.0M$5.0M+$37.0K2026-10-14
Commonwealth Equity Services, LLC
DECREASED240,284242,536-2,252-1%$4.5M$4.4M-$78.0K2026-11-02
Moneco Advisors, LLC
DECREASED196,980198,750-1,770-1%$3.7M$3.6M-$62.5K2026-11-05
Kestra Advisory Services, LLC
INCREASED182,767104,219+78,548+75%$1.9M$3.4M+$1.4M2026-11-02
Sage Capital Management, LLC
DECREASED161,308166,576-5,268-3%$3.1M$3.0M-$122.4K2026-10-20
Altium Capital Management LLC
UNCHANGED157,395157,39500%$2.9M$2.9M-$23.6K2026-11-04
Shulman DeMeo Asset Management LLC
DECREASED150,411151,552-1,141-1%$2.8M$2.8M-$16.8K2026-10-09
Prospera Financial Services Inc
INCREASED134,051101,811+32,240+32%$1.9M$2.5M+$567.4K2026-11-04
Advisory Advocates, LLC
DECREASED121,726134,599-12,873-10%$2.5M$2.3M-$258.2K2026-11-05
Fortem Financial Group, LLC
DECREASED116,783125,998-9,215-7%$2.3M$2.2M-$189.3K2026-10-20
Park Avenue Securities LLC
INCREASED113,835113,088+747+1%$2.1M$2.1K-$2.1M2026-10-26
PMG Family Office LLC
INCREASED111,950111,852+98+0%$2.1M$2.1M-$14.9K2026-10-19
Lighthouse Financial Services Inc
DECREASED107,964108,498-5340%$2.0M$2.0M-$27.2K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED99,33498,545+789+1%$1.8M$1.8M-$1932026-10-29
TPG Advisors LLC
DECREASED97,23497,348-1140%$1.8M$1.8M-$16.7K2026-10-16
Forteris Wealth Management Inc.
INCREASED93,61890,315+3,303+4%$1.7M$1.7M+$47.5K2026-10-13
D.A. Davidson & Co.
UNCHANGED89,62289,62200%$1.7M$1.7M-$13.4K2026-10-28
Patten Group, Inc.
INCREASED84,22065,767+18,453+28%$1.2M$1.6M+$331.3K2026-10-26
Dynamic Advisor Solutions LLC
INCREASED78,55766,356+12,201+18%$1.2M$1.5M+$215.6K2026-10-13
Fifth Third Bancorp
INCREASED78,28177,911+370+0%$1.5M$1.4M-$4.8K2026-11-05
Islay Capital Management, LLC
INCREASED76,48475,984+500+1%$1.4M$1.4M-$2.2K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED76,26618,528+57,738+312%$345.4K$1.4M+$1.1M2026-10-16
Moors & Cabot, Inc.
INCREASED75,38975,106+283+0%$1.4M$1.4M-$6.0K2026-11-06
Ashton Thomas Securities, LLC
INCREASED73,47568,250+5,225+8%$1.3M$1.4M+$86.4K2026-10-26
Allworth Financial LP
INCREASED67,45565,417+2,038+3%$1.2M$1.3M+$38.0K2026-11-06
High Point Wealth Management, LLC
INCREASED63,08760,120+2,967+5%$1.1M$1.2M+$45.8K2026-11-05
Davenport & Co LLC
DECREASED60,72761,372-645-1%$1.1M$1.1M-$21.1K2026-10-14
Compound Planning, Inc.
INCREASED60,47757,198+3,279+6%$1.1M$1.1M+$52.0K2026-11-05
Spire Wealth Management
INCREASED57,87736,682+21,195+58%$683.8K$1.1M+$386.4K2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
DECREASED57,04057,377-337-1%$1.1M$1.1M-$14.8K2026-11-02
Truist Financial Corp
DECREASED55,74657,118-1,372-2%$1.1M$1.0M-$33.9K2026-10-30
Sims Investment Management, LLC
UNCHANGED50,46250,46200%$940.6K$933.0K-$7.6K2026-10-13
Richmond Investment Services, LLC
INCREASED49,52446,104+3,420+7%$859.4K$915.7K+$56.3K2026-10-29
Calamos Advisors LLC
INCREASED49,21936,822+12,397+34%$686.4K$910.1K+$223.7K2026-11-02
Nations Financial Group Inc,
UNCHANGED44,11344,11300%$822.3K$815.6K-$6.6K2026-11-05
World Equity Group, Inc.
INCREASED44,05037,429+6,621+18%$697.7K$814.5K+$116.8K2026-10-14
Puff Wealth Management, LLC
DECREASED42,68651,264-8,578-17%$955.6K$789.3K-$166.3K2026-10-07
International Assets Investment Management, LLC
INCREASED42,63742,037+600+1%$784.0K$794.8K+$10.8K2026-11-02
Venture Visionary Partners LLC
UNCHANGED41,70441,70400%$777.4K$771.1K-$6.3K2026-10-07
UMB Bank, n.a.
UNCHANGED39,82539,82500%$742.3K$736.4K-$6.0K2026-11-06
PNC Financial Services Group, Inc.
INCREASED38,31137,958+353+1%$707.5K$708.4K+$8432026-11-06
IFP Advisors, Inc
DECREASED37,60437,904-300-1%$706.5K$695.3K-$11.2K2026-10-16
Lanark Financial, Inc.
UNCHANGED36,49436,49400%$680.2K$674.8K-$5.5K2026-10-26
Investment Partners Asset Management, Inc.
UNCHANGED36,35036,35000%$677.6K$672.1K-$5.5K2026-10-09
Diversify Advisory Services, LLC
DECREASED35,30937,084-1,775-5%$687.2K$661.0K-$26.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED35,30937,084-1,775-5%$687.2K$661.0K-$26.2K2026-10-20
Wedbush Securities Inc
DECREASED34,40734,848-441-1%$650.0K$636-$649.4K2026-10-22
Focused Wealth Management, Inc
DECREASED34,09935,071-972-3%$653.7K$630.5K-$23.2K2026-10-30
Pflug Koory, LLC
UNCHANGED32,68832,68800%$609.3K$604.4K-$4.9K2026-10-26
Decision Investments, Inc
UNCHANGED32,54732,54700%$606.7K$601.8K-$4.9K2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED31,94030,011+1,929+6%$546.5K$590.6K+$44.1K2026-10-13
Formidable Asset Management, LLC
DECREASED30,52031,796-1,276-4%$511.0K$568.9K+$57.9K2026-11-03
Choreo, LLC
DECREASED30,41534,753-4,338-12%$663.1K$576.0K-$87.2K2026-10-28
Blue Trust, Inc.
NEW30,245—+30,245——$559.2K—2026-10-15
Closed-End Fund Advisors, Inc.
INCREASED30,16429,629+535+2%$552.3K$557.7K+$5.4K2026-11-04
Integrated Capital Management, Inc.
INCREASED30,09718,500+11,597+63%$344.8K$556.5K+$211.7K2026-10-09
Patriot Financial Group Insurance Agency, LLC
INCREASED25,82825,466+362+1%$474.7K$477.6K+$2.9K2026-10-14
Institute for Wealth Management, Llc.
DECREASED24,18625,742-1,556-6%$479.8K$447.2K-$32.6K2026-11-06
Farther Finance Advisors, LLC
INCREASED22,46710,524+11,943+113%$196.2K$415.4K+$219.3K2026-10-08
MGO One Seven LLC
DECREASED22,09227,942-5,850-21%$520.8K$408.5K-$112.4K2026-10-28
Pekin Hardy Strauss, Inc.
NEW21,665—+21,665——$400.6K—2026-11-02
Instrumental Wealth, LLC
DECREASED20,19822,529-2,331-10%$419.9K$373.5K-$46.5K2026-10-20
Lido Advisors, LLC
INCREASED20,09720,088+9+0%$382.9K$371.6K-$11.3K2026-11-04
Creative Planning
DECREASED19,97320,802-829-4%$387.8K$369.3K-$18.5K2026-11-02
Commons Capital, LLC
DECREASED19,86129,091-9,230-32%$542.3K$367.2K-$175.0K2026-11-05
Sagespring Wealth Partners, LLC
DECREASED19,12419,830-706-4%$369.6K$353.6K-$16.0K2026-10-22
CoreCap Advisors, LLC
INCREASED18,57718,549+28+0%$345.8K$343.5K-$2.3K2026-10-08
Uhlmann Price Securities, LLC
INCREASED17,32016,944+376+2%$315.9K$320.2K+$4.4K2026-11-03
Wealth Effects LLC
INCREASED16,69416,426+268+2%$306.2K$308.7K+$2.5K2026-10-23
Procyon Advisors, LLC
UNCHANGED15,60915,60900%$291.0K$288.6K-$2.3K2026-10-21
Maltin Wealth Management, Inc.
INCREASED15,38715,102+285+2%$281.5K$284.5K+$3.0K2026-10-13
Morey & Quinn Wealth Partners, LLC
UNCHANGED14,84214,84200%$276.7K$274.4K-$2.2K2026-10-28
Triumph Capital Management
DECREASED14,79615,215-419-3%$283.6K$273.6K-$10.0K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED14,44314,372+71+0%$267.9K$267.1K-$8342026-11-06
StoneX Group Inc.
DECREASED14,42016,084-1,664-10%$306.5K$272.7K-$33.8K2026-11-03
Armor Investment Advisors, LLC
DECREASED14,04015,650-1,610-10%$291.7K$259.6K-$32.1K2026-10-27
Merit Financial Group, LLC
INCREASED13,91613,713+203+1%$255.6K$257.3K+$1.7K2026-11-06
Wealth Preservation Advisors, LLC
UNCHANGED13,69313,69300%$255.2K$253.2K-$2.1K2026-11-05
Compass Capital Management, Inc
NEW13,581—+13,581——$251.1K—2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED13,52017,495-3,975-23%$326.1K$250.0K-$76.1K2026-10-23
Pinnacle Associates LTD
DECREASED13,26013,883-623-4%$258.8K$245.2K-$13.6K2026-10-20
PKS Advisory Services, LLC
UNCHANGED12,99212,99200%$242.2K$242.2K$02026-10-26
Aviance Capital Partners, LLC
DECREASED12,79113,931-1,140-8%$259.7K$236.5K-$23.2K2026-10-29
Apella Capital, LLC
UNCHANGED12,62412,62400%$233.9K$234.9K+$1.0K2026-10-08
Vista Investment Partners II, LLC
DECREASED12,22912,339-110-1%$230.0K$226.1K-$3.9K2026-10-15
Axiom Investment Management LLC
INCREASED11,74211,306+436+4%$210.7K$217.1K+$6.4K2026-11-03
NWF Advisory Services Inc.
INCREASED11,31611,216+100+1%$209.1K$209.2K+$1672026-10-19
Ayrshire Capital Management LLC
NEW10,898—+10,898——$201.5K—2026-10-20
Centurion Wealth Management LLC
INCREASED10,35110,339+12+0%$192.7K$191.4K-$1.3K2026-10-13
Canvas Wealth Advisors, LLC
NEW10,350—+10,350——$192.7K—2026-11-02
Horizon Wealth Management, LLC
NEW10,011—+10,011——$185.1K—2026-11-02
Eastern Bank
INCREASED8,3706,331+2,039+32%$118.0K$154.8K+$36.8K2026-10-05
PFS Partners, LLC
INCREASED7,1607,000+160+2%$130.5K$132.4K+$1.9K2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED6,3766,37600%$119.0K$118-$118.9K2026-11-04
Larson Financial Group LLC
UNCHANGED5,3415,34100%$99.6K$98.8K-$8012026-11-05
US Bancorp \de\
UNCHANGED5,2915,29100%$98.6K$97.8K-$7932026-11-05
Three Bridge Wealth Advisors, LLC
NEW5,207—+5,207——$98.5K—2026-11-05
Private Trust Co NA
UNCHANGED4,5274,52700%$84.4K$83.7K-$6792026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED4,2535,002-749-15%$93.2K$78.6K-$14.6K2026-10-27
Bayban
UNCHANGED4,1984,19800%$78.3K$78.3K$02026-11-05
Birch Financial Group, LLC
NEW3,042—+3,042——$56.3K—2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED3,0353,03500%$56.6K$56.1K-$4552026-10-13
Harbor Investment Advisory, LLC
UNCHANGED2,8522,85200%$53.2K$52.7K-$4282026-10-13
Smallwood Wealth Investment Management, LLC
DECREASED2,6134,611-1,998-43%$86.0K$48.3K-$37.6K2026-10-30
Marshall & Sterling Wealth Advisors Inc.
INCREASED2,5822,525+57+2%$47.1K$47.7K+$6742026-10-28
Citigroup Inc
DECREASED2,2252,896-671-23%$54.0K$41.1K-$12.8K2026-11-04
Buck Wealth Strategies, LLC
INCREASED2,1472,099+48+2%$39.1K$39.7K+$5722026-10-28
Signaturefd, LLC
DECREASED2,1095,319-3,210-60%$99.1K$39.0K-$60.2K2026-10-23
Assetmark, Inc
INCREASED2,045743+1,302+175%$13.9K$37.8K+$24.0K2026-10-21
FNY Investment Advisers, LLC
UNCHANGED2,0002,00000%$37$36-$12026-10-16
North Star Investment Management Corp.
UNCHANGED2,0002,00000%$37.3K$37.0K-$3002026-10-27
Central Trust Co
UNCHANGED1,7801,78000%$33.2K$32.9K-$2672026-11-05
WPG Advisers, LLC
INCREASED1,6511,406+245+17%$26.2K$30.5K+$4.3K2026-10-27
Plante Moran Financial Advisors, LLC
NEW1,167—+1,167——$21.6K—2026-11-04
Jacobi Capital Management LLC
NEW972—+972——$18.0K—2026-11-05
Cassaday & Co Wealth Management LLC
NEW939—+939——$17.4K—2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED9231,423-500-35%$26.5K$17.1K-$9.5K2026-10-23
Gables Capital Management Inc.
UNCHANGED83983900%$15.6K$15.5K-$1262026-11-04
Heritage Family Offices, LLP
NEW775—+775——$14.3K—2026-11-02
Costello Asset Management, Inc
INCREASED512503+9+2%$9.4K$9.5K+$972026-10-30
MB, Levis & Associates, LLC
UNCHANGED50350300%$9.4K$9.3K-$762026-10-16
Compass Financial Management LLC
UNCHANGED41941900%$7.9K$7.7K-$1972026-10-30
Root Financial Partners, LLC
NEW417—+417——$7.7K—2026-10-21
GoalVest Advisory LLC
UNCHANGED30130100%$5.6K$5.6K-$462026-10-02
Glass Jacobson Investment Advisors llc
UNCHANGED21421400%$4.0K$4.0K-$322026-10-26
Fortis Group Advisors, LLC
UNCHANGED20920900%$3.9K$3.9K-$322026-11-06
Lodestone Wealth Management LLC
UNCHANGED19119100%$3.6K$3.5K-$282026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED16716700%$3.1K$3.1K-$252026-10-23
Centerpoint Advisors, LLC
NEW151—+151——$3—2026-11-05
NBH Bank
NEW124—+124——$2.3K—2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED10010000%$1.9K$1.9K-$152026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED969600%$1.8K$1.8K-$142026-10-21
Evolution Wealth Management Inc.
UNCHANGED919100%$1.7K$1.7K-$132026-10-28
Rossby Financial, LCC
NEW8—+8——$148—2026-11-05
Russell Investments Group, Ltd.
NEW3—+3——$55—2026-11-06
Absolute Investment Advisers, LLC
CLOSED0421,986-421,986-100%$7.9M$0-$7.9M2026-10-21
Wolverine Asset Management LLC
CLOSED0202,473-202,473-100%$3.8M$0-$3.8M2026-11-02
Imc-Chicago, LLC
CLOSED050,253-50,253-100%$936.7K$0-$936.7K2026-11-05
LifeSteps Financial, Inc.
CLOSED02,026-2,026-100%$37.8K$0-$37.8K2026-10-15
AdvisorNet Financial, Inc
CLOSED0434-434-100%$8.1K$0-$8.1K2026-10-15
Highline Wealth Partners LLC
CLOSED0150-150-100%$2.8K$0-$2.8K2026-10-19
Morgan Stanley
N/A—12,472,863-12,472,863-100%$232.5M———
Wells Fargo & Company
N/A—2,440,231-2,440,231-100%$45.5M———
Saba Capital Management, L.P.A
N/A—2,368,022-2,368,022-100%$44.1M———
Invesco Ltd.
N/A—1,987,730-1,987,730-100%$37.1M———
UBS Group AG
N/A—1,809,938-1,809,938-100%$33.7M———
Raymond James Financial Inc
N/A—1,786,820-1,786,820-100%$33.3M———
Bank of America Corp
N/A—1,297,471-1,297,471-100%$24.2M———
Advisors Asset Management, Inc.
N/A—1,233,884-1,233,884-100%$23.0M———
Guggenheim Capital LLC
N/A—937,141-937,141-100%$17.5M———
Osaic Holdings, Inc.
N/A—600,563-600,563-100%$11.2M———
Royal Bank of Canada
N/A—450,007-450,007-100%$8.4M———
Stifel Financial Corp
N/A—436,736-436,736-100%$8.1M———
Ameriprise Financial Inc
N/A—420,868-420,868-100%$7.8M———
GatePass Capital, LLC
N/A—369,950-369,950-100%$6.9M———
Almitas Capital LLC
N/A—326,907-326,907-100%$6.1M———
1607 Capital Partners, LLC
N/A—311,978-311,978-100%$5.8M———
Janney Montgomery Scott LLC
N/A—283,510-283,510-100%$5.3M———
Cetera Investment Advisers
N/A—229,454-229,454-100%$4.3M———
Logan Stone Capital, LLC
N/A—228,792-228,792-100%$4.3M———
&partners
N/A—205,568-205,568-100%$3.8M———
Bulldog Investors, LLPA
N/A—187,572-187,572-100%$3.5M———
Quarry LP
N/A—177,171-177,171-100%$3.3M———
MML Investors Services, LLC
N/A—150,694-150,694-100%$2.8M———
Two Sigma Investments, LP
N/A—141,506-141,506-100%$2.6M———
Landscape Capital Management, L.L.C.
N/A—139,466-139,466-100%$2.6M———
NewEdge Advisors, LLC
N/A—139,122-139,122-100%$2.6M———
Envestnet Asset Management Inc
N/A—134,295-134,295-100%$2.5M———
Cypress Capital Management LLC (WY)
N/A—110,380-110,380-100%$2.1M———
Focus Partners Wealth
N/A—109,643-109,643-100%$2.0M———
Private Advisor Group, LLC
N/A—94,669-94,669-100%$1.8M———
Ionic Capital Management LLC
N/A—76,369-76,369-100%$1.4M———
HighTower Advisors, LLC
N/A—75,740-75,740-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—71,435-71,435-100%$1.3M———
Tyche Wealth Partners LLC
N/A—64,905-64,905-100%$1.2M———
Baird Financial Group, Inc.
N/A—55,824-55,824-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—52,520-52,520-100%$979.0K———
Rockefeller Capital Management L.P.
N/A—47,458-47,458-100%$884.6K———
Steward Partners Investment Advisory, LLC
N/A—44,963-44,963-100%$838.1K———
XTX Topco Ltd
N/A—43,397-43,397-100%$808.9K———
Alteri Wealth LLC
N/A—43,258-43,258-100%$806.3K———
Western Wealth Management, LLC
N/A—40,537-40,537-100%$755.6K———
World Investment Advisors
N/A—35,955-35,955-100%$610.8K———
Summit Financial, LLC
N/A—35,913-35,913-100%$673.8K———
Sanctuary Advisors, LLC
N/A—34,394-34,394-100%$641.1K———
Captrust Financial Advisors
N/A—33,230-33,230-100%$619.4K———
Turner Financial Group, Inc.
N/A—32,791-32,791-100%$611.2K———
Waverly Advisors, LLC
N/A—28,960-28,960-100%$539.8K———
Hilltop Holdings Inc.
N/A—28,937-28,937-100%$539.4K———
Marco Investment Management LLC
N/A—28,799-28,799-100%$536.8K———
Schnieders Capital Management, Llc.
N/A—28,110-28,110-100%$524.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—27,374-27,374-100%$510.2K———
Mariner, LLC
N/A—25,648-25,648-100%$478.1K———
HRT Financial LP
N/A—24,278-24,278-100%$452.0K———
Kovack Advisors, Inc.
N/A—24,062-24,062-100%$448.7K———
Pointe Capital Management LLC
N/A—23,747-23,747-100%$442.6K———
Mercer Global Advisors Inc
N/A—20,808-20,808-100%$387.9K———
Bank of Montreal
N/A—19,764-19,764-100%$368.4K———
Palogic Value Management, L.P.
N/A—17,939-17,939-100%$334.4K———
BFC Planning, Inc.
N/A—16,731-16,731-100%$311.9K———
Virtu Financial LLC
N/A—16,289-16,289-100%$304.0K———
Quantedge Capital Pte Ltd
N/A—16,076-16,076-100%$299.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,005-16,005-100%$298.3K———
Apriem Advisors
N/A—15,083-15,083-100%$281.1K———
Pathstone Holdings, LLC
N/A—14,725-14,725-100%$274.5K———
Northeast Planning Associates, Inc. / NH /
N/A—14,388-14,388-100%$268.2K———
Commerce Bank
N/A—14,282-14,282-100%$266.2K———
Harbour Investments, Inc.
N/A—13,954-13,954-100%$260.1K———
Aptus Capital Advisors, LLC
N/A—13,953-13,953-100%$260.1K———
Allied Private Wealth LLC
N/A—13,717-13,717-100%$254.5K———
Kingsview Wealth Management, LLC
N/A—13,233-13,233-100%$246.7K———
CSS LLC
N/A—13,086-13,086-100%$243.9K———
Kapstone Financial Advisors LLC
N/A—12,601-12,601-100%$234.9K———
Great Valley Advisor Group, Inc.
N/A—12,332-12,332-100%$229.9K———
Global Retirement Partners, LLC
N/A—12,046-12,046-100%$224.5K———
Founders Financial Alliance, LLC
N/A—11,755-11,755-100%$219.1K———
Laird Norton Wetherby Trust Company, LLC
N/A—11,560-11,560-100%$220.4K———
Beacon Pointe Advisors, LLC
N/A—11,112-11,112-100%$207.1K———
Transcend Capital Advisors, LLC
N/A—11,033-11,033-100%$205.7K———
Hollencrest Capital Management
N/A—7,228-7,228-100%$134.7K———
Cornerstone Financial Management LLC
N/A—6,717-6,717-100%$125.2K———
Geneos Wealth Management Inc.
N/A—6,519-6,519-100%$121.5K———
Huntington National Bank
N/A—5,485-5,485-100%$102.2K———
Ameritas Advisory Services, LLC
N/A—3,177-3,177-100%$59.2K———
Arax Advisory Partners
N/A—2,896-2,896-100%$54.0K———
IFG Advisory, LLC
N/A—2,594-2,594-100%$48.4K———
JPMorgan Chase & Co
N/A—2,396-2,396-100%$43.6K———
Jones Financial Companies Lllp
N/A—1,931-1,931-100%$34.5K———
Crews Bank & Trust
N/A—1,548-1,548-100%$28.9K———
Delta Asset Management LLC
N/A—1,511-1,511-100%$28.2K———
SOA Wealth Advisors, Llc.
N/A—1,142-1,142-100%$21.3K———
CoreFirst Bank & Trust
N/A—780-780-100%$14.5K———
Rothschild Investment LLC
N/A—581-581-100%$10.8K———
ST Germain D J Co Inc
N/A—532-532-100%$9.9K———
Imprint Wealth LLC
N/A—508-508-100%$9.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—390-390-100%$7.3K———
Continuum Advisory, LLC
N/A—293-293-100%$5.5K———
Colonial Trust Co / SC
N/A—213-213-100%$3.9K———
UBS Asset Management Americas LLC
N/A—212-212-100%$4.0K———
Ancora Advisors LLCA
N/A—200-200-100%$3.7K———
VSM Wealth Advisory, LLC
N/A—145-145-100%$2.7K———
SHP Wealth Management
N/A—93-93-100%$1.7K———
N.E.W. Advisory Services LLC
N/A—70-70-100%$1.3K———
Strategic Investment Solutions, Inc.
N/A—24-24-100%$447———
Tower Research Capital LLC (TRC)
N/A—20-20-100%$373———
Showing 251 of 251 institutions