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Nuveen Municipal Value (NUV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares2,956,757 from 2,862,303
Change+94,454 (+3%)
Value$24.5M (-$1.9M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares1,204,203 from 1,176,708
Change+27,495 (+2%)
Value$10.0M (-$866.4K)
Filed 2026-11-06
Congress Park Capital LLC
INCREASED
Shares881,632 from 599,132
Change+282,500 (+47%)
Value$7.3M (+$1.8M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares653,430 from 713,350
Change-59,920 (-8%)
Value$5.4M (-$1.1M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares570,181 from 551,272
Change+18,909 (+3%)
Value$4.7M (-$355.9K)
Filed 2026-11-02
BAR Harbor Wealth Management
INCREASED
Shares494,825 from 487,825
Change+7,000 (+1%)
Value$4.1M (-$395.6K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares474,663 from 468,117
Change+6,546 (+1%)
Value$3.9K (-$4.3M)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares462,346 from 476,073
Change-13,727 (-3%)
Value$3.9M (-$487.2K)
Filed 2026-11-04
Ehrlich Financial Group
INCREASED
Shares364,696 from 356,385
Change+8,311 (+2%)
Value$3.0M (-$262.5K)
Filed 2026-10-20
Bfsg, LLC
DECREASED
Shares294,269 from 329,726
Change-35,457 (-11%)
Value$2.4M (-$600.6K)
Filed 2026-10-30
Roman Butler Fullerton & Co
INCREASED
Shares266,253 from 258,207
Change+8,046 (+3%)
Value$2.2M (-$160.5K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares209,298 from 209,025
Change+273 (+0%)
Value$1.7M (-$192.1K)
Filed 2026-10-29
Dynamic Financial Group
INCREASED
Shares192,000 from 166,319
Change+25,681 (+15%)
Value$1.6M (+$58.2K)
Filed 2026-10-28
Citizens National Bank Trust Department
INCREASED
Shares176,645 from 169,770
Change+6,875 (+4%)
Value$1.5M (-$100.9K)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares175,587 from 175,587
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-26
Cresta Advisors, Ltd.
DECREASED
Shares161,840 from 180,840
Change-19,000 (-11%)
Value$1.3M (-$325.7K)
Filed 2026-10-14
Redwood Family Wealth LLC
DECREASED
Shares160,740 from 170,632
Change-9,892 (-6%)
Value$1.3M (-$240.7K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
INCREASED
Shares158,800 from 130,200
Change+28,600 (+22%)
Value$1.3M (+$116.0K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares153,190 from 143,685
Change+9,505 (+7%)
Value$1.3M (-$54.8K)
Filed 2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares148,378 from 148,378
Change0 (0%)
Value$1.2M (-$138.0K)
Filed 2026-11-02
Ibex Wealth Advisors
DECREASED
Shares145,992 from 160,447
Change-14,455 (-9%)
Value$1.2M (-$269.1K)
Filed 2026-11-06
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares132,025 from 110,642
Change+21,383 (+19%)
Value$1.1M (+$74.4K)
Filed 2026-10-09
Breakwater Capital Group
DECREASED
Shares124,066 from 189,868
Change-65,802 (-35%)
Value$1.0M (-$722.1K)
Filed 2026-10-09
Harmony Asset Management LLC
DECREASED
Shares119,600 from 125,300
Change-5,700 (-5%)
Value$991.5K (-$163.8K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares109,727 from 100,787
Change+8,940 (+9%)
Value$909.6K (-$19.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares96,152 from 92,663
Change+3,489 (+4%)
Value$797.1K (-$57.3K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares88,474 from 88,474
Change0 (0%)
Value$815.7K ($0)
Filed 2026-11-06
Seamount Financial Group Inc
INCREASED
Shares83,308 from 78,295
Change+5,013 (+6%)
Value$690.6K (-$31.3K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares82,779 from 81,411
Change+1,368 (+2%)
Value$686.2K (-$64.4K)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares67,956 from 55,319
Change+12,637 (+23%)
Value$563.4K (+$53.3K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares62,063 from 55,779
Change+6,284 (+11%)
Value$514.5K (+$221)
Filed 2026-10-09
Ackerman Capital Advisors, LLC
DECREASED
Shares61,416 from 91,959
Change-30,543 (-33%)
Value$509.1K (-$338.7K)
Filed 2026-10-30
Pathway Financial Advisers, LLC
DECREASED
Shares59,125 from 59,871
Change-746 (-1%)
Value$490.1K (-$61.9K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares54,323 from 29,634
Change+24,689 (+83%)
Value$450.3K (+$177.1K)
Filed 2026-11-05
James Investment Research, Inc.
UNCHANGED
Shares54,116 from 54,116
Change0 (0%)
Value$448.6K (-$50.3K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares51,064 from 37,868
Change+13,196 (+35%)
Value$420.8K (+$74.7K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares50,050 from 49,946
Change+104 (+0%)
Value$414.9K (-$45.6K)
Filed 2026-11-05
Rhodes Investment Advisors Inc
DECREASED
Shares49,700 from 61,700
Change-12,000 (-19%)
Value$412.0K (-$156.9K)
Filed 2026-10-07
VestGen Advisors, LLC
UNCHANGED
Shares48,891 from 48,891
Change0 (0%)
Value$405.3K (-$45.5K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares43,820 from 43,850
Change-30 (0%)
Value$363.3K (-$41.0K)
Filed 2026-11-05
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares43,368 from 43,368
Change0 (0%)
Value$359.5K (-$40.3K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares42,801 from 44,916
Change-2,115 (-5%)
Value$354.8K (-$59.3K)
Filed 2026-10-30
Naples Global Advisors, LLC
UNCHANGED
Shares42,000 from 42,000
Change0 (0%)
Value$349.5K (-$39.1K)
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares41,464 from 41,457
Change+7 (+0%)
Value$344 (-$381.7K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
DECREASED
Shares40,509 from 43,621
Change-3,112 (-7%)
Value$335.8K (-$66.4K)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares39,906 from 47,906
Change-8,000 (-17%)
Value$330.8K (-$110.9K)
Filed 2026-10-14
Principle Wealth Partners LLC
NEW
Shares38,000
Change+38,000
Value$315.0K
Filed 2026-11-02
Clearstead Advisors, LLC
UNCHANGED
Shares38,000 from 38,000
Change0 (0%)
Value$315.0K (-$35.3K)
Filed 2026-11-06
Orange Investment Advisors, Inc.
DECREASED
Shares35,715 from 36,714
Change-999 (-3%)
Value$296.1K (-$42.4K)
Filed 2026-10-23
Vicus Capital
INCREASED
Shares35,083 from 34,710
Change+373 (+1%)
Value$290.8K (-$29.2K)
Filed 2026-11-05
Capital Square, LLC
UNCHANGED
Shares34,418 from 34,418
Change0 (0%)
Value$285.3K (-$29.3K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares33,685 from 46,388
Change-12,703 (-27%)
Value$279.2K (-$148.4K)
Filed 2026-10-28
Melfa Wealth Management, Inc.
UNCHANGED
Shares32,855 from 32,855
Change0 (0%)
Value$272.4K (-$30.6K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares31,031 from 31,156
Change-125 (0%)
Value$257.2K (-$30.0K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
UNCHANGED
Shares30,200 from 30,200
Change0 (0%)
Value$250.4K (-$28.1K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares29,989 from 26,566
Change+3,423 (+13%)
Value$248.6K (+$3.7K)
Filed 2026-11-03
Karras Company, Inc.
INCREASED
Shares28,743 from 23,486
Change+5,257 (+22%)
Value$238.3K (+$21.7K)
Filed 2026-10-16
StoneX Group Inc.
NEW
Shares26,383
Change+26,383
Value$222.3K
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares26,249 from 10,416
Change+15,833 (+152%)
Value$217.6K (+$121.6K)
Filed 2026-11-05
BlueChip Wealth Advisors LLC
UNCHANGED
Shares25,445 from 25,445
Change0 (0%)
Value$210.9K (-$23.7K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares24,150 from 23,893
Change+257 (+1%)
Value$200.2K (-$20.1K)
Filed 2026-10-26
Corps Capital Advisors, LLC
UNCHANGED
Shares23,500 from 23,500
Change0 (0%)
Value$194.8K (-$21.9K)
Filed 2026-11-05
Lido Advisors, LLC
UNCHANGED
Shares23,293 from 23,293
Change0 (0%)
Value$193.1K (-$22.4K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares22,100 from 22,100
Change0 (0%)
Value$203.8K ($0)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares22,028 from 22,028
Change0 (0%)
Value$182.6K (-$20.5K)
Filed 2026-11-05
Islay Capital Management, LLC
UNCHANGED
Shares21,750 from 21,750
Change0 (0%)
Value$180.3K (-$20.2K)
Filed 2026-10-20
Indivisible Partners
NEW
Shares20,646
Change+20,646
Value$171.2K
Filed 2026-10-26
Creative Planning
UNCHANGED
Shares20,535 from 20,535
Change0 (0%)
Value$170.2K (-$19.1K)
Filed 2026-11-02
Staley Capital Advisers Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$165.8K (-$18.6K)
Filed 2026-11-06
Penbrook Management LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$165.8K (-$18.6K)
Filed 2026-10-16
Busey Bank
UNCHANGED
Shares18,381 from 18,381
Change0 (0%)
Value$152.4K (-$17.1K)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares18,029 from 17,433
Change+596 (+3%)
Value$149.5K (-$11.3K)
Filed 2026-11-04
Uhlmann Price Securities, LLC
INCREASED
Shares17,740 from 12,698
Change+5,042 (+40%)
Value$147.1K (+$30.0K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
DECREASED
Shares17,600 from 19,600
Change-2,000 (-10%)
Value$145.9K (-$34.8K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares17,500 from 22,200
Change-4,700 (-21%)
Value$145.1K (-$59.6K)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares17,457 from 18,157
Change-700 (-4%)
Value$144.7K (-$22.7K)
Filed 2026-11-04
Lantz Financial LLC
DECREASED
Shares16,647 from 40,147
Change-23,500 (-59%)
Value$138.0K (-$232.2K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares16,564
Change+16,564
Value$137.3K
Filed 2026-11-03
Ramiah Investment Group
INCREASED
Shares14,009 from 13,383
Change+626 (+5%)
Value$116.1K (-$7.3K)
Filed 2026-10-20
Delta Financial Advisors LLC
DECREASED
Shares13,925 from 20,125
Change-6,200 (-31%)
Value$115.4K (-$70.1K)
Filed 2026-10-27
Modera Wealth Management, LLC
INCREASED
Shares13,905 from 13,856
Change+49 (+0%)
Value$115.3K (-$12.5K)
Filed 2026-10-28
Investors Asset Management of Georgia Inc
UNCHANGED
Shares13,750 from 13,750
Change0 (0%)
Value$114.0K (-$12.8K)
Filed 2026-10-20
Saxony Capital Management, LLC
UNCHANGED
Shares13,750 from 13,750
Change0 (0%)
Value$114.0K (-$12.8K)
Filed 2026-10-15
IVC Wealth Advisors LLC
UNCHANGED
Shares12,845 from 12,845
Change0 (0%)
Value$106.5K (-$11.9K)
Filed 2026-10-23
Level Four Advisory Services, LLC
UNCHANGED
Shares12,672 from 12,672
Change0 (0%)
Value$104.7K (-$12.3K)
Filed 2026-11-06
Pinnacle Associates LTD
UNCHANGED
Shares12,639 from 12,639
Change0 (0%)
Value$104.8K (-$11.8K)
Filed 2026-10-20
Perryman Financial Advisory Inc
INCREASED
Shares12,254 from 12,124
Change+130 (+1%)
Value$101.6K (-$10.2K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares11,816 from 11,805
Change+11 (+0%)
Value$98.0K (-$10.9K)
Filed 2026-10-23
Essex Bank
UNCHANGED
Shares11,520 from 11,520
Change0 (0%)
Value$95.5K (-$10.7K)
Filed 2026-10-16
Objective Capital Management, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$91.2K (-$10.2K)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares10,667 from 16,001
Change-5,334 (-33%)
Value$88.4K (-$59.1K)
Filed 2026-11-04
Narwhal Capital Management
NEW
Shares10,613
Change+10,613
Value$88.0K
Filed 2026-11-04
ProVise Management Group, LLC
UNCHANGED
Shares10,375 from 10,375
Change0 (0%)
Value$86.0K (-$9.6K)
Filed 2026-11-06
Barrett & Company, Inc.
UNCHANGED
Shares8,445 from 8,445
Change0 (0%)
Value$70.0K (-$7.9K)
Filed 2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$53.6K (-$6.4K)
Filed 2026-10-20
Hurley Capital, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$41.5K (-$4.7K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$39.5K (-$4.4K)
Filed 2026-10-23
Mascoma Wealth Management LLC
DECREASED
Shares4,070 from 5,706
Change-1,636 (-29%)
Value$33.7K (-$18.9K)
Filed 2026-10-23
Farther Finance Advisors, LLC
UNCHANGED
Shares3,877 from 3,877
Change0 (0%)
Value$32.1K (-$3.6K)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$24.8K (-$2.8K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares2,680 from 2,505
Change+175 (+7%)
Value$22.2K (-$879)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares2,500 from 4,999
Change-2,499 (-50%)
Value$20.7K (-$25.4K)
Filed 2026-10-28
Chilton Capital Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$20.7K (-$2.3K)
Filed 2026-10-28
Center for Financial Planning, Inc.
UNCHANGED
Shares2,084 from 2,084
Change0 (0%)
Value$17.3K (-$1.9K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
DECREASED
Shares2,000 from 26,000
Change-24,000 (-92%)
Value$16.6K (-$223.1K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares1,572 from 748
Change+824 (+110%)
Value$13.0K (+$6.1K)
Filed 2026-10-08
Larson Financial Group LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$11.8K (-$1.3K)
Filed 2026-11-05
John Boyer, Inc.
NEW
Shares1,292
Change+1,292
Value$10.7K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$10.1K (-$1.1K)
Filed 2026-10-13
Livelsberger Financial Advisory
NEW
Shares1,202
Change+1,202
Value$10.0K
Filed 2026-10-28
Bank of New Hampshire
NEW
Shares1,000
Change+1,000
Value$8.3K
Filed 2026-10-06
IFP Advisors, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$8.3K (-$930)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$6.9K (-$770)
Filed 2026-10-05
Compass Financial Management LLC
INCREASED
Shares808 from 800
Change+8 (+1%)
Value$6.7K (-$672)
Filed 2026-10-30
GHP Investment Advisors, Inc.
NEW
Shares760
Change+760
Value$6.3K
Filed 2026-10-15
Russell Investments Group, Ltd.
DECREASED
Shares579 from 1,009
Change-430 (-43%)
Value$4.8K (-$4.5K)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.1K (-$465)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.1K (-$465)
Filed 2026-10-13
Avion Wealth
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$3 (-$1)
Filed 2026-11-04
FNY Investment Advisers, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3 ($0)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
NEW
Shares166
Change+166
Value$1.4K
Filed 2026-10-29
Accredited Investor Services, LLC
CLOSED
Shares0 from 107,848
Change-107,848 (-100%)
Value$0 (-$994.4K)
Filed 2026-10-22
Howard Financial Services, Ltd.
CLOSED
Shares0 from 90,060
Change-90,060 (-100%)
Value$0 (-$830.4K)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$461.0K)
Filed 2026-11-03
Verdence Capital Advisors LLC
CLOSED
Shares0 from 32,500
Change-32,500 (-100%)
Value$0 (-$299.7K)
Filed 2026-10-26
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 16,877
Change-16,877 (-100%)
Value$0 (-$155.6K)
Filed 2026-10-28
Choreo, LLC
CLOSED
Shares0 from 14,345
Change-14,345 (-100%)
Value$0 (-$132.6K)
Filed 2026-10-28
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 13,249
Change-13,249 (-100%)
Value$0 (-$122.2K)
Filed 2026-10-21
Plan Group Financial, LLC
CLOSED
Shares0 from 12,978
Change-12,978 (-100%)
Value$0 (-$119.7K)
Filed 2026-10-22
D.A. Davidson & Co.
CLOSED
Shares0 from 12,598
Change-12,598 (-100%)
Value$0 (-$116.2K)
Filed 2026-10-28
Sheets Smith Wealth Management
CLOSED
Shares0 from 12,089
Change-12,089 (-100%)
Value$0 (-$111.5K)
Filed 2026-10-16
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 10,854
Change-10,854 (-100%)
Value$0 (-$100.1K)
Filed 2026-11-02
Moors & Cabot, Inc.
CLOSED
Shares0 from 10,568
Change-10,568 (-100%)
Value$0 (-$97.4K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 8,535
Change-8,535 (-100%)
Value$0 (-$78.8K)
Filed 2026-11-02
RHL Group, LLC
CLOSED
Shares0 from 5,907
Change-5,907 (-100%)
Value$0 (-$53.2K)
Filed 2026-11-04
Creative Capital Management Investments LLC
CLOSED
Shares0 from 921
Change-921 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-28
Decker Retirement Planning Inc.
CLOSED
Shares0 from 302
Change-302 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-19
UBS Group AG
N/A
Shares— from 7,539,511
Change-7,539,511 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,490,390
Change-4,490,390 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 3,244,551
Change-3,244,551 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,216,433
Change-2,216,433 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,011,554
Change-2,011,554 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,287,091
Change-1,287,091 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,239,517
Change-1,239,517 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,098,087
Change-1,098,087 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 736,112
Change-736,112 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 731,241
Change-731,241 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 688,784
Change-688,784 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 570,630
Change-570,630 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 472,626
Change-472,626 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 266,442
Change-266,442 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 223,189
Change-223,189 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 221,506
Change-221,506 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 152,594
Change-152,594 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 150,626
Change-150,626 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 145,000
Change-145,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 144,022
Change-144,022 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 142,210
Change-142,210 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 140,428
Change-140,428 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 122,640
Change-122,640 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 119,388
Change-119,388 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 115,754
Change-115,754 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 113,359
Change-113,359 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 110,602
Change-110,602 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 104,283
Change-104,283 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 98,027
Change-98,027 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 91,275
Change-91,275 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 81,708
Change-81,708 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 73,164
Change-73,164 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 66,982
Change-66,982 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 65,909
Change-65,909 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 65,310
Change-65,310 (-100%)
Value—
&partners
N/A
Shares— from 63,626
Change-63,626 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 61,977
Change-61,977 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 61,277
Change-61,277 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 60,041
Change-60,041 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 59,200
Change-59,200 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 58,291
Change-58,291 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 58,172
Change-58,172 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 54,879
Change-54,879 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 52,177
Change-52,177 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 48,339
Change-48,339 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 46,356
Change-46,356 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 39,184
Change-39,184 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 37,517
Change-37,517 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,709
Change-32,709 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 32,674
Change-32,674 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 32,453
Change-32,453 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,125
Change-32,125 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 29,538
Change-29,538 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 29,464
Change-29,464 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 28,937
Change-28,937 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 27,370
Change-27,370 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 26,195
Change-26,195 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 22,564
Change-22,564 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,247
Change-22,247 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 21,900
Change-21,900 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 21,518
Change-21,518 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,969
Change-20,969 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 19,939
Change-19,939 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 19,283
Change-19,283 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,793
Change-18,793 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,856
Change-16,856 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,610
Change-16,610 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 15,278
Change-15,278 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 14,839
Change-14,839 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,187
Change-14,187 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 12,947
Change-12,947 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 12,917
Change-12,917 (-100%)
Value—
Stephens Inc
N/A
Shares— from 12,833
Change-12,833 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,541
Change-12,541 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,300
Change-12,300 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 12,255
Change-12,255 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,064
Change-12,064 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,082
Change-11,082 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,934
Change-10,934 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,093
Change-7,093 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 750
Change-750 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 490
Change-490 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED2,956,7572,862,303+94,454+3%$26.4M$24.5M-$1.9M2026-10-13
LPL Financial LLC
INCREASED1,204,2031,176,708+27,495+2%$10.8M$10.0M-$866.4K2026-11-06
Congress Park Capital LLC
INCREASED881,632599,132+282,500+47%$5.5M$7.3M+$1.8M2026-10-13
Chicago Partners Investment Group LLC
DECREASED653,430713,350-59,920-8%$6.5M$5.4M-$1.1M2026-10-27
Commonwealth Equity Services, LLC
INCREASED570,181551,272+18,909+3%$5.1M$4.7M-$355.9K2026-11-02
BAR Harbor Wealth Management
INCREASED494,825487,825+7,000+1%$4.5M$4.1M-$395.6K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED474,663468,117+6,546+1%$4.3M$3.9K-$4.3M2026-11-02
Prospera Financial Services Inc
DECREASED462,346476,073-13,727-3%$4.4M$3.9M-$487.2K2026-11-04
Ehrlich Financial Group
INCREASED364,696356,385+8,311+2%$3.3M$3.0M-$262.5K2026-10-20
Bfsg, LLC
DECREASED294,269329,726-35,457-11%$3.0M$2.4M-$600.6K2026-10-30
Roman Butler Fullerton & Co
INCREASED266,253258,207+8,046+3%$2.4M$2.2M-$160.5K2026-10-27
Koshinski Asset Management, Inc.
INCREASED209,298209,025+273+0%$1.9M$1.7M-$192.1K2026-10-29
Dynamic Financial Group
INCREASED192,000166,319+25,681+15%$1.5M$1.6M+$58.2K2026-10-28
Citizens National Bank Trust Department
INCREASED176,645169,770+6,875+4%$1.6M$1.5M-$100.9K2026-11-04
PKS Advisory Services, LLC
UNCHANGED175,587175,58700%$1.6M$1.6M$02026-10-26
Cresta Advisors, Ltd.
DECREASED161,840180,840-19,000-11%$1.7M$1.3M-$325.7K2026-10-14
Redwood Family Wealth LLC
DECREASED160,740170,632-9,892-6%$1.6M$1.3M-$240.7K2026-10-20
High Net Worth Advisory Group LLC
INCREASED158,800130,200+28,600+22%$1.2M$1.3M+$116.0K2026-10-26
Kestra Advisory Services, LLC
INCREASED153,190143,685+9,505+7%$1.3M$1.3M-$54.8K2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED148,378148,37800%$1.4M$1.2M-$138.0K2026-11-02
Ibex Wealth Advisors
DECREASED145,992160,447-14,455-9%$1.5M$1.2M-$269.1K2026-11-06
Whitaker-Myers Wealth Managers, Ltd.
INCREASED132,025110,642+21,383+19%$1.0M$1.1M+$74.4K2026-10-09
Breakwater Capital Group
DECREASED124,066189,868-65,802-35%$1.8M$1.0M-$722.1K2026-10-09
Harmony Asset Management LLC
DECREASED119,600125,300-5,700-5%$1.2M$991.5K-$163.8K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED109,727100,787+8,940+9%$929.3K$909.6K-$19.6K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED96,15292,663+3,489+4%$854.4K$797.1K-$57.3K2026-10-16
Allworth Financial LP
UNCHANGED88,47488,47400%$815.7K$815.7K$02026-11-06
Seamount Financial Group Inc
INCREASED83,30878,295+5,013+6%$721.9K$690.6K-$31.3K2026-10-21
PNC Financial Services Group, Inc.
INCREASED82,77981,411+1,368+2%$750.6K$686.2K-$64.4K2026-11-06
Jacobi Capital Management LLC
INCREASED67,95655,319+12,637+23%$510.0K$563.4K+$53.3K2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED62,06355,779+6,284+11%$514.3K$514.5K+$2212026-10-09
Ackerman Capital Advisors, LLC
DECREASED61,41691,959-30,543-33%$847.9K$509.1K-$338.7K2026-10-30
Pathway Financial Advisers, LLC
DECREASED59,12559,871-746-1%$552.0K$490.1K-$61.9K2026-10-27
US Bancorp \de\
INCREASED54,32329,634+24,689+83%$273.2K$450.3K+$177.1K2026-11-05
James Investment Research, Inc.
UNCHANGED54,11654,11600%$499.0K$448.6K-$50.3K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED51,06437,868+13,196+35%$346.1K$420.8K+$74.7K2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED50,05049,946+104+0%$460.5K$414.9K-$45.6K2026-11-05
Rhodes Investment Advisors Inc
DECREASED49,70061,700-12,000-19%$568.9K$412.0K-$156.9K2026-10-07
VestGen Advisors, LLC
UNCHANGED48,89148,89100%$450.8K$405.3K-$45.5K2026-10-27
Fifth Third Bancorp
DECREASED43,82043,850-300%$404.3K$363.3K-$41.0K2026-11-05
Fortitude Advisory Group L.L.C.
UNCHANGED43,36843,36800%$399.9K$359.5K-$40.3K2026-10-15
Truist Financial Corp
DECREASED42,80144,916-2,115-5%$414.1K$354.8K-$59.3K2026-10-30
Naples Global Advisors, LLC
UNCHANGED42,00042,00000%$388.6K$349.5K-$39.1K2026-11-05
Wedbush Securities Inc
INCREASED41,46441,457+7+0%$382.0K$344-$381.7K2026-10-22
Summit Financial Wealth Advisors, LLC
DECREASED40,50943,621-3,112-7%$402.2K$335.8K-$66.4K2026-10-15
Davenport & Co LLC
DECREASED39,90647,906-8,000-17%$441.7K$330.8K-$110.9K2026-10-14
Principle Wealth Partners LLC
NEW38,000—+38,000——$315.0K—2026-11-02
Clearstead Advisors, LLC
UNCHANGED38,00038,00000%$350.4K$315.0K-$35.3K2026-11-06
Orange Investment Advisors, Inc.
DECREASED35,71536,714-999-3%$338.5K$296.1K-$42.4K2026-10-23
Vicus Capital
INCREASED35,08334,710+373+1%$320.0K$290.8K-$29.2K2026-11-05
Capital Square, LLC
UNCHANGED34,41834,41800%$314.6K$285.3K-$29.3K2026-10-19
MGO One Seven LLC
DECREASED33,68546,388-12,703-27%$427.7K$279.2K-$148.4K2026-10-28
Melfa Wealth Management, Inc.
UNCHANGED32,85532,85500%$302.9K$272.4K-$30.6K2026-11-06
Capital Investment Advisors, LLC
DECREASED31,03131,156-1250%$287.3K$257.2K-$30.0K2026-10-22
WealthBridge Capital Management, LLC
UNCHANGED30,20030,20000%$278.4K$250.4K-$28.1K2026-10-16
Ascentis Wealth Management, LLC
INCREASED29,98926,566+3,423+13%$244.9K$248.6K+$3.7K2026-11-03
Karras Company, Inc.
INCREASED28,74323,486+5,257+22%$216.5K$238.3K+$21.7K2026-10-16
StoneX Group Inc.
NEW26,383—+26,383——$222.3K—2026-11-03
Bank of New York Mellon Corp
INCREASED26,24910,416+15,833+152%$96.0K$217.6K+$121.6K2026-11-05
BlueChip Wealth Advisors LLC
UNCHANGED25,44525,44500%$234.6K$210.9K-$23.7K2026-11-03
Simon Quick Advisors, LLC
INCREASED24,15023,893+257+1%$220.3K$200.2K-$20.1K2026-10-26
Corps Capital Advisors, LLC
UNCHANGED23,50023,50000%$216.7K$194.8K-$21.9K2026-11-05
Lido Advisors, LLC
UNCHANGED23,29323,29300%$215.5K$193.1K-$22.4K2026-11-04
Bayban
UNCHANGED22,10022,10000%$203.8K$203.8K$02026-11-05
Central Trust Co
UNCHANGED22,02822,02800%$203.1K$182.6K-$20.5K2026-11-05
Islay Capital Management, LLC
UNCHANGED21,75021,75000%$200.5K$180.3K-$20.2K2026-10-20
Indivisible Partners
NEW20,646—+20,646——$171.2K—2026-10-26
Creative Planning
UNCHANGED20,53520,53500%$189.3K$170.2K-$19.1K2026-11-02
Staley Capital Advisers Inc
UNCHANGED20,00020,00000%$184.4K$165.8K-$18.6K2026-11-06
Penbrook Management LLC
UNCHANGED20,00020,00000%$184.4K$165.8K-$18.6K2026-10-16
Busey Bank
UNCHANGED18,38118,38100%$169.5K$152.4K-$17.1K2026-10-26
Citigroup Inc
INCREASED18,02917,433+596+3%$160.7K$149.5K-$11.3K2026-11-04
Uhlmann Price Securities, LLC
INCREASED17,74012,698+5,042+40%$117.1K$147.1K+$30.0K2026-11-03
Harbor Investment Advisory, LLC
DECREASED17,60019,600-2,000-10%$180.7K$145.9K-$34.8K2026-10-13
SeaCrest Wealth Management, LLC
DECREASED17,50022,200-4,700-21%$204.7K$145.1K-$59.6K2026-10-21
Wesbanco Bank Inc
DECREASED17,45718,157-700-4%$167.4K$144.7K-$22.7K2026-11-04
Lantz Financial LLC
DECREASED16,64740,147-23,500-59%$370.2K$138.0K-$232.2K2026-10-15
Ascentis Independent Advisors
NEW16,564—+16,564——$137.3K—2026-11-03
Ramiah Investment Group
INCREASED14,00913,383+626+5%$123.4K$116.1K-$7.3K2026-10-20
Delta Financial Advisors LLC
DECREASED13,92520,125-6,200-31%$185.6K$115.4K-$70.1K2026-10-27
Modera Wealth Management, LLC
INCREASED13,90513,856+49+0%$127.7K$115.3K-$12.5K2026-10-28
Investors Asset Management of Georgia Inc
UNCHANGED13,75013,75000%$126.8K$114.0K-$12.8K2026-10-20
Saxony Capital Management, LLC
UNCHANGED13,75013,75000%$126.8K$114.0K-$12.8K2026-10-15
IVC Wealth Advisors LLC
UNCHANGED12,84512,84500%$118.4K$106.5K-$11.9K2026-10-23
Level Four Advisory Services, LLC
UNCHANGED12,67212,67200%$117.0K$104.7K-$12.3K2026-11-06
Pinnacle Associates LTD
UNCHANGED12,63912,63900%$116.5K$104.8K-$11.8K2026-10-20
Perryman Financial Advisory Inc
INCREASED12,25412,124+130+1%$111.8K$101.6K-$10.2K2026-10-16
Sowell Financial Services LLC
INCREASED11,81611,805+11+0%$108.8K$98.0K-$10.9K2026-10-23
Essex Bank
UNCHANGED11,52011,52000%$106.2K$95.5K-$10.7K2026-10-16
Objective Capital Management, LLC
UNCHANGED11,00011,00000%$101.4K$91.2K-$10.2K2026-10-13
Keybank National Association
DECREASED10,66716,001-5,334-33%$147.5K$88.4K-$59.1K2026-11-04
Narwhal Capital Management
NEW10,613—+10,613——$88.0K—2026-11-04
ProVise Management Group, LLC
UNCHANGED10,37510,37500%$95.7K$86.0K-$9.6K2026-11-06
Barrett & Company, Inc.
UNCHANGED8,4458,44500%$77.9K$70.0K-$7.9K2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED6,5006,50000%$60.0K$53.6K-$6.4K2026-10-20
Hurley Capital, LLC
UNCHANGED5,0005,00000%$46.1K$41.5K-$4.7K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED4,7604,76000%$43.9K$39.5K-$4.4K2026-10-23
Mascoma Wealth Management LLC
DECREASED4,0705,706-1,636-29%$52.6K$33.7K-$18.9K2026-10-23
Farther Finance Advisors, LLC
UNCHANGED3,8773,87700%$35.7K$32.1K-$3.6K2026-10-08
Private Trust Co NA
UNCHANGED2,9902,99000%$27.6K$24.8K-$2.8K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED2,6802,505+175+7%$23.1K$22.2K-$8792026-10-20
Cullen T Bankers, Inc.
DECREASED2,5004,999-2,499-50%$46.1K$20.7K-$25.4K2026-10-28
Chilton Capital Management LLC
UNCHANGED2,5002,50000%$23.1K$20.7K-$2.3K2026-10-28
Center for Financial Planning, Inc.
UNCHANGED2,0842,08400%$19.2K$17.3K-$1.9K2026-10-26
Pinnacle Bancorp, Inc.
DECREASED2,00026,000-24,000-92%$239.7K$16.6K-$223.1K2026-10-21
CoreCap Advisors, LLC
INCREASED1,572748+824+110%$6.9K$13.0K+$6.1K2026-10-08
Larson Financial Group LLC
UNCHANGED1,4221,42200%$13.1K$11.8K-$1.3K2026-11-05
John Boyer, Inc.
NEW1,292—+1,292——$10.7K—2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED1,2241,22400%$11.3K$10.1K-$1.1K2026-10-13
Livelsberger Financial Advisory
NEW1,202—+1,202——$10.0K—2026-10-28
Bank of New Hampshire
NEW1,000—+1,000——$8.3K—2026-10-06
IFP Advisors, Inc
UNCHANGED1,0001,00000%$9.2K$8.3K-$9302026-10-16
Eastern Bank
UNCHANGED82882800%$7.6K$6.9K-$7702026-10-05
Compass Financial Management LLC
INCREASED808800+8+1%$7.4K$6.7K-$6722026-10-30
GHP Investment Advisors, Inc.
NEW760—+760——$6.3K—2026-10-15
Russell Investments Group, Ltd.
DECREASED5791,009-430-43%$9.3K$4.8K-$4.5K2026-11-06
Mather Group, Llc.
UNCHANGED50050000%$4.6K$4.1K-$4652026-10-14
Cape Investment Advisory, Inc.
UNCHANGED50050000%$4.6K$4.1K-$4652026-10-13
Avion Wealth
UNCHANGED46246200%$4$3-$12026-11-04
FNY Investment Advisers, LLC
UNCHANGED40040000%$3$3$02026-10-16
Blue Bell Private Wealth Management, LLC
NEW166—+166——$1.4K—2026-10-29
Accredited Investor Services, LLC
CLOSED0107,848-107,848-100%$994.4K$0-$994.4K2026-10-22
Howard Financial Services, Ltd.
CLOSED090,060-90,060-100%$830.4K$0-$830.4K2026-10-15
Wellington Shields Capital Management, LLC
CLOSED050,000-50,000-100%$461.0K$0-$461.0K2026-11-03
Verdence Capital Advisors LLC
CLOSED032,500-32,500-100%$299.7K$0-$299.7K2026-10-26
Dumont & Blake Investment Advisors LLC
CLOSED016,877-16,877-100%$155.6K$0-$155.6K2026-10-28
Choreo, LLC
CLOSED014,345-14,345-100%$132.6K$0-$132.6K2026-10-28
Sightline Wealth Advisors, LLC
CLOSED013,249-13,249-100%$122.2K$0-$122.2K2026-10-21
Plan Group Financial, LLC
CLOSED012,978-12,978-100%$119.7K$0-$119.7K2026-10-22
D.A. Davidson & Co.
CLOSED012,598-12,598-100%$116.2K$0-$116.2K2026-10-28
Sheets Smith Wealth Management
CLOSED012,089-12,089-100%$111.5K$0-$111.5K2026-10-16
Schmidt P J Investment Management Inc
CLOSED010,854-10,854-100%$100.1K$0-$100.1K2026-11-02
Moors & Cabot, Inc.
CLOSED010,568-10,568-100%$97.4K$0-$97.4K2026-11-06
International Assets Investment Management, LLC
CLOSED08,535-8,535-100%$78.8K$0-$78.8K2026-11-02
RHL Group, LLC
CLOSED05,907-5,907-100%$53.2K$0-$53.2K2026-11-04
Creative Capital Management Investments LLC
CLOSED0921-921-100%$8.5K$0-$8.5K2026-10-28
Decker Retirement Planning Inc.
CLOSED0302-302-100%$2.8K$0-$2.8K2026-10-19
UBS Group AG
N/A—7,539,511-7,539,511-100%$69.5M———
Morgan Stanley
N/A—4,490,390-4,490,390-100%$41.4M———
Guggenheim Capital LLC
N/A—3,244,551-3,244,551-100%$29.9M———
Raymond James Financial Inc
N/A—2,216,433-2,216,433-100%$20.4M———
Wells Fargo & Company
N/A—2,011,554-2,011,554-100%$18.5M———
Bank of America Corp
N/A—1,287,091-1,287,091-100%$11.9M———
Jones Financial Companies Lllp
N/A—1,239,517-1,239,517-100%$11.4M———
Van Eck Associates Corp
N/A—1,098,087-1,098,087-100%$10.1M———
Granby Capital Management, LLC
N/A—736,112-736,112-100%$6.8M———
Mercer Global Advisors Inc
N/A—731,241-731,241-100%$6.7M———
Stifel Financial Corp
N/A—688,784-688,784-100%$6.4M———
Royal Bank of Canada
N/A—570,630-570,630-100%$5.3M———
Rockefeller Capital Management L.P.
N/A—472,626-472,626-100%$4.4M———
Ameriprise Financial Inc
N/A—266,442-266,442-100%$2.5M———
Sanctuary Advisors, LLC
N/A—223,189-223,189-100%$2.1M———
Baird Financial Group, Inc.
N/A—221,506-221,506-100%$2.0M———
Tandem Financial, LLC
N/A—152,594-152,594-100%$1.4M———
Janney Montgomery Scott LLC
N/A—150,626-150,626-100%$1.4M———
Mathes Company, Inc.
N/A—145,000-145,000-100%$1.3M———
Cetera Investment Advisers
N/A—144,022-144,022-100%$1.3M———
AlTi Global, Inc.
N/A—142,210-142,210-100%$1.3M———
Osaic Holdings, Inc.
N/A—140,428-140,428-100%$1.3M———
HighTower Advisors, LLC
N/A—122,640-122,640-100%$1.1M———
Smith, Moore & Co.
N/A—119,388-119,388-100%$1.1M———
Venturi Wealth Management, LLC
N/A—115,754-115,754-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—113,359-113,359-100%$1.0M———
Benjamin Edwards Inc
N/A—110,602-110,602-100%$1.0M———
Invesco Ltd.
N/A—104,283-104,283-100%$961.5K———
Steward Partners Investment Advisory, LLC
N/A—98,027-98,027-100%$903.8K———
Teachers Insurance & Annuity Association of America
N/A—91,275-91,275-100%$841.6K———
Jane Street Group, LLC
N/A—81,708-81,708-100%$753.3K———
Hilltop Holdings Inc.
N/A—73,164-73,164-100%$674.6K———
Susquehanna International Group, LLP
N/A—66,982-66,982-100%$617.6K———
Steadtrust LLC
N/A—66,000-66,000-100%$608.5K———
Magnolia Capital Advisors LLC
N/A—65,909-65,909-100%$607.7K———
Broyhill Asset Management, LLC
N/A—65,310-65,310-100%$602.2K———
&partners
N/A—63,626-63,626-100%$586.6K———
Disciplined Investments, LLC
N/A—61,977-61,977-100%$571.4K———
BFC Planning, Inc.
N/A—61,277-61,277-100%$565.0K———
WCG Wealth Advisors LLC
N/A—60,041-60,041-100%$553.6K———
Orleans Capital Management Corp
N/A—59,200-59,200-100%$545.8K———
Shepherd Kaplan Krochuk, LLC
N/A—58,291-58,291-100%$537.4K———
Focus Partners Wealth
N/A—58,172-58,172-100%$536.4K———
Cohen & Steers, Inc.
N/A—55,000-55,000-100%$507.0K———
Envestnet Asset Management Inc
N/A—54,879-54,879-100%$506.0K———
World Investment Advisors
N/A—52,177-52,177-100%$469.1K———
NewEdge Advisors, LLC
N/A—48,339-48,339-100%$445.7K———
Callahan Advisors, LLC
N/A—46,356-46,356-100%$427.4K———
Wealthspire Advisors, LLC
N/A—39,184-39,184-100%$361.3K———
Private Advisor Group, LLC
N/A—37,517-37,517-100%$345.9K———
Western Wealth Management, LLC
N/A—36,000-36,000-100%$331.9K———
Equitable Holdings, Inc.
N/A—32,709-32,709-100%$301.6K———
Brown Advisory Inc
N/A—32,674-32,674-100%$301.3K———
MAI Capital Management
N/A—32,453-32,453-100%$299.2K———
Arax Advisory Partners
N/A—32,125-32,125-100%$296.2K———
Resurgent Financial Advisors LLC
N/A—30,000-30,000-100%$276.6K———
Cary Street Partners Financial LLC
N/A—29,538-29,538-100%$272.3K———
Second Half Financial Partners, LLC
N/A—29,464-29,464-100%$271.7K———
Mutual Advisors, LLC
N/A—28,937-28,937-100%$266.8K———
Mayflower Financial Advisors, LLC
N/A—27,370-27,370-100%$252.4K———
Element Wealth, LLC
N/A—26,195-26,195-100%$241.5K———
CIBC Bancorp USA Inc.
N/A—22,564-22,564-100%$208.0K———
PFG Investments, LLC
N/A—22,247-22,247-100%$205.1K———
Lummis Asset Management, LP
N/A—22,000-22,000-100%$202.8K———
Caitlin John, LLC
N/A—21,900-21,900-100%$201.9K———
Icon Wealth Advisors, LLC
N/A—21,518-21,518-100%$198.4K———
Beacon Pointe Advisors, LLC
N/A—20,969-20,969-100%$193.3K———
Ethos Financial Group, LLC
N/A—19,939-19,939-100%$182.1K———
Boothbay Fund Management, LLC
N/A—19,283-19,283-100%$177.8K———
Focus Partners Advisor Solutions, LLC
N/A—18,793-18,793-100%$173.3K———
Citadel Advisors LLC
N/A—16,856-16,856-100%$155.4K———
Captrust Financial Advisors
N/A—16,610-16,610-100%$153.1K———
Pursuit Wealth Strategies, LLC
N/A—15,278-15,278-100%$140.9K———
Oxbow Advisors, LLC
N/A—14,839-14,839-100%$136.8K———
Snowden Capital Advisors LLC
N/A—14,756-14,756-100%$136.5K———
Harbour Investments, Inc.
N/A—14,187-14,187-100%$130.8K———
Readystate Asset Management LP
N/A—12,947-12,947-100%$119.4K———
Coastwise Capital Group, LLC
N/A—12,917-12,917-100%$119.1K———
Stephens Inc
N/A—12,833-12,833-100%$118.3K———
Alongside, LLC
N/A—12,574-12,574-100%$115.9K———
49 Wealth Management, LLC
N/A—12,574-12,574-100%$115.9K———
Kingsview Wealth Management, LLC
N/A—12,541-12,541-100%$115.6K———
Dakota Wealth Management
N/A—12,300-12,300-100%$113.7K———
Clarity Financial LLC
N/A—12,255-12,255-100%$113.0K———
Kovack Advisors, Inc.
N/A—12,064-12,064-100%$111.4K———
Rock Point Advisors, LLC
N/A—11,750-11,750-100%$108.3K———
Horizon Kinetics Asset Management LLC
N/A—11,550-11,550-100%$106.5K———
Advisory Services Network, LLC
N/A—11,082-11,082-100%$102.2K———
Northern Trust Corp
N/A—10,934-10,934-100%$100.8K———
Modern Wealth Management, LLC
N/A—10,356-10,356-100%$95.5K———
Rothschild Investment LLC
N/A—10,104-10,104-100%$93.2K———
IHT Wealth Management, LLC
N/A—10,018-10,018-100%$92.4K———
Shufro Rose & Co LLC
N/A—10,000-10,000-100%$92.2K———
IMA Advisory Services, Inc.
N/A—10,000-10,000-100%$92.2K———
Ancora Advisors LLCA
N/A—7,093-7,093-100%$65.4K———
Northwestern Mutual Wealth Management Co
N/A—4,200-4,200-100%$38.7K———
Global Retirement Partners, LLC
N/A—2,963-2,963-100%$27.3K———
Delta Asset Management LLC
N/A—2,420-2,420-100%$22.3K———
PMV Capital Advisers, LLC
N/A—2,275-2,275-100%$21.0K———
Financial Gravity Companies, Inc.
N/A—2,000-2,000-100%$18.4K———
Hantz Financial Services, Inc.
N/A—1,662-1,662-100%$15———
Federation des caisses Desjardins du Quebec
N/A—1,000-1,000-100%$9.2K———
Atlantic Union Bankshares Corp
N/A—750-750-100%$6.9K———
Millstone Evans Group, LLC
N/A—500-500-100%$4.6K———
JPMorgan Chase & Co
N/A—490-490-100%$4.5K———
Anchor Investment Management, LLC
N/A—200-200-100%$1.8K———
Geneos Wealth Management Inc.
N/A—200-200-100%$1.8K———
Showing 244 of 244 institutions