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Pgim Active High Yield Bond (PHYL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
State of New Jersey Common Pension Fund D
INCREASED
Shares2,425,000 from 2,175,000
Change+250,000 (+11%)
Value$81.1M (+$5.2M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares1,427,604 from 4,730
Change+1,422,874 (+30082%)
Value$47.7M (+$47.6M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares925,066 from 831,843
Change+93,223 (+11%)
Value$30.9M (+$1.9M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares574,803 from 338,055
Change+236,748 (+70%)
Value$19.2M (+$7.4M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares450,852 from 421,927
Change+28,925 (+7%)
Value$15.1K (-$14.7M)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares254,822 from 201,671
Change+53,151 (+26%)
Value$8.5M (+$1.5M)
Filed 2026-11-03
Advisory Resource Group
INCREASED
Shares173,720 from 160,895
Change+12,825 (+8%)
Value$5.8M (+$195.4K)
Filed 2026-10-26
Earned Wealth Advisors, LLC
INCREASED
Shares172,081 from 132,951
Change+39,130 (+29%)
Value$5.8M (+$1.1M)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares166,918 from 163,757
Change+3,161 (+2%)
Value$5.6M (-$131.8K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares165,319 from 158,459
Change+6,860 (+4%)
Value$5.5K (-$5.5M)
Filed 2026-11-02
KFA Private Wealth Group, LLC
INCREASED
Shares158,199 from 144,685
Change+13,514 (+9%)
Value$5.3M (+$242.0K)
Filed 2026-10-07
Clarity Retirement & Wealth, LLC
INCREASED
Shares128,855 from 122,668
Change+6,187 (+5%)
Value$4.3M (+$29.0K)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares127,649 from 128,680
Change-1,031 (-1%)
Value$4.3M (-$221.1K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares125,484 from 110,347
Change+15,137 (+14%)
Value$4.2M (+$373.6K)
Filed 2026-10-13
Gainline Financial Partners, LLC
INCREASED
Shares120,147 from 106,216
Change+13,931 (+13%)
Value$4.0M (+$311.7K)
Filed 2026-10-15
Foguth Wealth Management, Llc.
DECREASED
Shares105,176 from 127,575
Change-22,399 (-18%)
Value$3.5M (-$930.0K)
Filed 2026-10-19
Keenan, LLC
INCREASED
Shares98,773 from 92,264
Change+6,509 (+7%)
Value$3.3M (+$83.8K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
NEW
Shares83,812
Change+83,812
Value$2.8M
Filed 2026-10-29
Seros Financial, LLC
INCREASED
Shares83,002 from 66,993
Change+16,009 (+24%)
Value$2.8M (+$438.0K)
Filed 2026-10-21
First Citizens Financial Corp
INCREASED
Shares78,035 from 73,581
Change+4,454 (+6%)
Value$2.6M (+$42.2K)
Filed 2026-10-02
PFW Advisors LLC
INCREASED
Shares67,987 from 67,184
Change+803 (+1%)
Value$2.3M (-$70.6K)
Filed 2026-10-07
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares64,255 from 59,114
Change+5,141 (+9%)
Value$2.1M (+$86.1K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
INCREASED
Shares61,437 from 48,991
Change+12,446 (+25%)
Value$2.1M (+$345.0K)
Filed 2026-11-05
Turner Financial Group, Inc.
INCREASED
Shares61,206 from 54,769
Change+6,437 (+12%)
Value$2.0M (+$135.8K)
Filed 2026-11-09
M Holdings Securities, Inc.
INCREASED
Shares55,322 from 43,708
Change+11,614 (+27%)
Value$1.9K (-$1.5M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares53,979 from 17,469
Change+36,510 (+209%)
Value$1.8M (+$1.2M)
Filed 2026-11-02
Schmidt P J Investment Management Inc
INCREASED
Shares52,801 from 51,931
Change+870 (+2%)
Value$1.8M (-$46.2K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares50,941 from 50,223
Change+718 (+1%)
Value$1.7K (-$1.8M)
Filed 2026-10-26
MRA Advisory Group
DECREASED
Shares48,949 from 49,794
Change-845 (-2%)
Value$1.6M (-$100.4K)
Filed 2026-10-07
Sagespring Wealth Partners, LLC
INCREASED
Shares48,338 from 44,769
Change+3,569 (+8%)
Value$1.6M (+$54.4K)
Filed 2026-10-22
Smith Partners Wealth Management, LLC
INCREASED
Shares41,986 from 29,560
Change+12,426 (+42%)
Value$1.4M (+$372.5K)
Filed 2026-11-05
Mendota Financial Group, LLC
INCREASED
Shares37,235 from 28,016
Change+9,219 (+33%)
Value$1.2M (+$267.6K)
Filed 2026-10-07
MBE Wealth Management, LLC
INCREASED
Shares37,054 from 35,909
Change+1,145 (+3%)
Value$1.2M (-$13.8K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
DECREASED
Shares36,828 from 37,612
Change-784 (-2%)
Value$1.2M (-$80.7K)
Filed 2026-10-15
TrustBank
DECREASED
Shares36,615 from 44,751
Change-8,136 (-18%)
Value$1.2M (-$336.9K)
Filed 2026-10-20
Connecticut Capital Management Group, LLC
DECREASED
Shares34,174 from 34,289
Change-115 (0%)
Value$1.1M (-$53.6K)
Filed 2026-10-29
Global Assets Advisory, LLC
INCREASED
Shares34,093 from 33,785
Change+308 (+1%)
Value$1.1M (-$39.2K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares31,476 from 27,285
Change+4,191 (+15%)
Value$1.1M (+$100.6K)
Filed 2026-11-05
Gibbs Wealth Management
DECREASED
Shares31,393 from 32,812
Change-1,419 (-4%)
Value$1.0M (-$95.0K)
Filed 2026-10-22
United Advisor Group, LLC
INCREASED
Shares29,868 from 29,042
Change+826 (+3%)
Value$998.5K (-$14.5K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares28,899 from 80,731
Change-51,832 (-64%)
Value$966.1K (-$1.8M)
Filed 2026-10-09
Victory Financial Group, LLC
DECREASED
Shares23,505 from 39,327
Change-15,822 (-40%)
Value$785.8K (-$586.0K)
Filed 2026-10-27
Freedom Financial Partners LLC
DECREASED
Shares23,380 from 28,478
Change-5,098 (-18%)
Value$781.6K (-$211.7K)
Filed 2026-10-19
Veracity Capital LLC
INCREASED
Shares22,590 from 17,793
Change+4,797 (+27%)
Value$755.2K (+$134.6K)
Filed 2026-10-08
KWB Wealth
INCREASED
Shares21,855 from 21,321
Change+534 (+3%)
Value$730.6K (-$13.1K)
Filed 2026-10-16
Indivisible Partners
NEW
Shares19,968
Change+19,968
Value$667.5K
Filed 2026-10-26
Austin Wealth Management, LLC
INCREASED
Shares15,721 from 13,067
Change+2,654 (+20%)
Value$528.5K (+$72.5K)
Filed 2026-11-06
Town Capital LLC
INCREASED
Shares15,628 from 14,700
Change+928 (+6%)
Value$522.4K (+$9.7K)
Filed 2026-11-03
Bensler, LLC
INCREASED
Shares13,751 from 12,983
Change+768 (+6%)
Value$459.7K (+$6.8K)
Filed 2026-11-05
Harmony Asset Management LLC
INCREASED
Shares13,325 from 12,869
Change+456 (+4%)
Value$445.5K (-$3.4K)
Filed 2026-10-20
Hicks Capital Management LLC
UNCHANGED
Shares12,398 from 12,398
Change0 (0%)
Value$432.4K ($0)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares11,665 from 10,296
Change+1,369 (+13%)
Value$390.0K (+$30.9K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares11,632 from 11,167
Change+465 (+4%)
Value$388.9K (-$622)
Filed 2026-10-30
Kelleher Financial Advisors
INCREASED
Shares11,567 from 11,458
Change+109 (+1%)
Value$386.7K (-$13.0K)
Filed 2026-10-30
Milestone Asset Management, LLC
INCREASED
Shares11,136 from 10,831
Change+305 (+3%)
Value$372.3K (-$5.5K)
Filed 2026-10-15
Level Four Advisory Services, LLC
DECREASED
Shares10,902 from 13,245
Change-2,343 (-18%)
Value$364.5K (-$97.5K)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares10,498 from 25,119
Change-14,621 (-58%)
Value$351.0K (-$525.2K)
Filed 2026-10-29
Walleye Partners, LLC
INCREASED
Shares10,097 from 6,584
Change+3,513 (+53%)
Value$337.5K (+$107.9K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares9,864 from 9,813
Change+51 (+1%)
Value$331.9K (-$11.6K)
Filed 2026-10-13
Symphony Financial Services, Inc.
INCREASED
Shares9,434 from 8,321
Change+1,113 (+13%)
Value$315.4K (+$25.1K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
DECREASED
Shares9,426 from 9,678
Change-252 (-3%)
Value$315.1K (-$22.5K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,314 from 7,501
Change+1,813 (+24%)
Value$311.4K (+$47.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares9,049 from 8,685
Change+364 (+4%)
Value$304.4K (+$1.5K)
Filed 2026-11-02
First National Bank & Trust Co of Newtown
UNCHANGED
Shares6,236 from 6,236
Change0 (0%)
Value$209.2K (-$6.2K)
Filed 2026-11-09
Global Retirement Partners, LLC
DECREASED
Shares5,722 from 6,276
Change-554 (-9%)
Value$191.3K (-$27.6K)
Filed 2026-11-10
Anchor Investment Management, LLC
INCREASED
Shares3,759 from 3,724
Change+35 (+1%)
Value$125.7K (-$4.2K)
Filed 2026-11-10
Latitude Advisors, LLC
NEW
Shares2,929
Change+2,929
Value$97.9K
Filed 2026-10-27
TD Private Client Wealth LLC
DECREASED
Shares2,893 from 6,164
Change-3,271 (-53%)
Value$96.7K (-$118.3K)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares913 from 920
Change-7 (-1%)
Value$30.5K (-$1.6K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
DECREASED
Shares836 from 1,300
Change-464 (-36%)
Value$27.9K (-$17.4K)
Filed 2026-10-28
Ascentis Wealth Management, LLC
NEW
Shares559
Change+559
Value$18.7K
Filed 2026-11-03
Register Financial Advisors LLC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$13.4K (-$582)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares325 from 387
Change-62 (-16%)
Value$10.9K (-$2.6K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares296
Change+296
Value$9.9K
Filed 2026-10-09
Heritage Family Offices, LLP
NEW
Shares277
Change+277
Value$9.3K
Filed 2026-11-02
Signature Equity Partners, LLC
NEW
Shares187
Change+187
Value$6.3K
Filed 2026-10-29
Parallel Advisors, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$3.8K (-$167)
Filed 2026-11-03
Huntington National Bank
NEW
Shares49
Change+49
Value$1.6K
Filed 2026-11-10
FMR LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$95 (-$1)
Filed 2026-11-10
Farther Finance Advisors, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$869 (-$38)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares23 from 40
Change-17 (-42%)
Value$769 (-$626)
Filed 2026-11-03
IFG Advisory, LLC
INCREASED
Shares17 from 16
Change+1 (+6%)
Value$557 (-$13)
Filed 2026-11-09
Alerus Financial NA
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$201 (-$8)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares4 from 42
Change-38 (-90%)
Value$134 (-$1.3K)
Filed 2026-11-09
Hughes Financial Services, LLC
DECREASED
Shares3 from 94
Change-91 (-97%)
Value$101 (-$3.2K)
Filed 2026-10-30
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 128,300
Change-128,300 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-21
Fjell Capital, LLC
CLOSED
Shares0 from 51,138
Change-51,138 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-13
InTrack Investment Management Inc
CLOSED
Shares0 from 41,729
Change-41,729 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-15
Blom & Howell Financial Planning, Inc.
CLOSED
Shares0 from 32,214
Change-32,214 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-10
Gaddis Premier Wealth Advisors LLC
CLOSED
Shares0 from 9,161
Change-9,161 (-100%)
Value$0 (-$319.5K)
Filed 2026-10-29
Petros Family Wealth, LLC
CLOSED
Shares0 from 7,176
Change-7,176 (-100%)
Value$0 (-$250.3K)
Filed 2026-10-28
Pacifica Partners Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-04
Prudential Financial Inc
N/A
Shares— from 19,750,440
Change-19,750,440 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,300,545
Change-2,300,545 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,515,098
Change-1,515,098 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,463,076
Change-1,463,076 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 558,617
Change-558,617 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 541,401
Change-541,401 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 446,767
Change-446,767 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 402,951
Change-402,951 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 345,255
Change-345,255 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 263,673
Change-263,673 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 251,737
Change-251,737 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 225,923
Change-225,923 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 209,495
Change-209,495 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 196,728
Change-196,728 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 181,313
Change-181,313 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 175,940
Change-175,940 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 155,126
Change-155,126 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 153,056
Change-153,056 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 151,989
Change-151,989 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 146,793
Change-146,793 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 133,264
Change-133,264 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 100,068
Change-100,068 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 99,871
Change-99,871 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 98,005
Change-98,005 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 97,623
Change-97,623 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 88,121
Change-88,121 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 88,121
Change-88,121 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24,097
Change-24,097 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 23,967
Change-23,967 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 22,601
Change-22,601 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 22,085
Change-22,085 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 21,638
Change-21,638 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 21,397
Change-21,397 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 20,426
Change-20,426 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,511
Change-17,511 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 11,080
Change-11,080 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,768
Change-5,768 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 846
Change-846 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 198
Change-198 (-100%)
Value—
UBS Group AG
N/A
Shares— from 122
Change-122 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
State of New Jersey Common Pension Fund D
INCREASED2,425,0002,175,000+250,000+11%$75.9M$81.1M+$5.2M2026-11-05
Fifth Third Bancorp
INCREASED1,427,6044,730+1,422,874+30082%$165.0K$47.7M+$47.6M2026-11-05
PNC Financial Services Group, Inc.
INCREASED925,066831,843+93,223+11%$29.0M$30.9M+$1.9M2026-11-06
LPL Financial LLC
INCREASED574,803338,055+236,748+70%$11.8M$19.2M+$7.4M2026-11-06
Thrivent Financial for Lutherans
INCREASED450,852421,927+28,925+7%$14.7M$15.1K-$14.7M2026-11-05
RFG Advisory, LLC
INCREASED254,822201,671+53,151+26%$7.0M$8.5M+$1.5M2026-11-03
Advisory Resource Group
INCREASED173,720160,895+12,825+8%$5.6M$5.8M+$195.4K2026-10-26
Earned Wealth Advisors, LLC
INCREASED172,081132,951+39,130+29%$4.6M$5.8M+$1.1M2026-11-06
Fifth Third Securities, Inc.
INCREASED166,918163,757+3,161+2%$5.7M$5.6M-$131.8K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED165,319158,459+6,860+4%$5.5M$5.5K-$5.5M2026-11-02
KFA Private Wealth Group, LLC
INCREASED158,199144,685+13,514+9%$5.0M$5.3M+$242.0K2026-10-07
Clarity Retirement & Wealth, LLC
INCREASED128,855122,668+6,187+5%$4.3M$4.3M+$29.0K2026-11-04
HBW Advisory Services LLC
DECREASED127,649128,680-1,031-1%$4.5M$4.3M-$221.1K2026-10-15
SAX Wealth Advisors, LLC
INCREASED125,484110,347+15,137+14%$3.8M$4.2M+$373.6K2026-10-13
Gainline Financial Partners, LLC
INCREASED120,147106,216+13,931+13%$3.7M$4.0M+$311.7K2026-10-15
Foguth Wealth Management, Llc.
DECREASED105,176127,575-22,399-18%$4.5M$3.5M-$930.0K2026-10-19
Keenan, LLC
INCREASED98,77392,264+6,509+7%$3.2M$3.3M+$83.8K2026-10-23
Summit Wealth Group LLC / Co
NEW83,812—+83,812——$2.8M—2026-10-29
Seros Financial, LLC
INCREASED83,00266,993+16,009+24%$2.3M$2.8M+$438.0K2026-10-21
First Citizens Financial Corp
INCREASED78,03573,581+4,454+6%$2.6M$2.6M+$42.2K2026-10-02
PFW Advisors LLC
INCREASED67,98767,184+803+1%$2.3M$2.3M-$70.6K2026-10-07
RFG - Bristol Wealth Advisors, LLC
INCREASED64,25559,114+5,141+9%$2.1M$2.1M+$86.1K2026-10-09
J.W. Cole Advisors, Inc.
INCREASED61,43748,991+12,446+25%$1.7M$2.1M+$345.0K2026-11-05
Turner Financial Group, Inc.
INCREASED61,20654,769+6,437+12%$1.9M$2.0M+$135.8K2026-11-09
M Holdings Securities, Inc.
INCREASED55,32243,708+11,614+27%$1.5M$1.9K-$1.5M2026-11-03
Commonwealth Equity Services, LLC
INCREASED53,97917,469+36,510+209%$609.3K$1.8M+$1.2M2026-11-02
Schmidt P J Investment Management Inc
INCREASED52,80151,931+870+2%$1.8M$1.8M-$46.2K2026-11-02
Park Avenue Securities LLC
INCREASED50,94150,223+718+1%$1.8M$1.7K-$1.8M2026-10-26
MRA Advisory Group
DECREASED48,94949,794-845-2%$1.7M$1.6M-$100.4K2026-10-07
Sagespring Wealth Partners, LLC
INCREASED48,33844,769+3,569+8%$1.6M$1.6M+$54.4K2026-10-22
Smith Partners Wealth Management, LLC
INCREASED41,98629,560+12,426+42%$1.0M$1.4M+$372.5K2026-11-05
Mendota Financial Group, LLC
INCREASED37,23528,016+9,219+33%$977.2K$1.2M+$267.6K2026-10-07
MBE Wealth Management, LLC
INCREASED37,05435,909+1,145+3%$1.3M$1.2M-$13.8K2026-10-26
Hoxton Planning & Management, LLC
DECREASED36,82837,612-784-2%$1.3M$1.2M-$80.7K2026-10-15
TrustBank
DECREASED36,61544,751-8,136-18%$1.6M$1.2M-$336.9K2026-10-20
Connecticut Capital Management Group, LLC
DECREASED34,17434,289-1150%$1.2M$1.1M-$53.6K2026-10-29
Global Assets Advisory, LLC
INCREASED34,09333,785+308+1%$1.2M$1.1M-$39.2K2026-10-28
Bank of New York Mellon Corp
INCREASED31,47627,285+4,191+15%$951.7K$1.1M+$100.6K2026-11-05
Gibbs Wealth Management
DECREASED31,39332,812-1,419-4%$1.1M$1.0M-$95.0K2026-10-22
United Advisor Group, LLC
INCREASED29,86829,042+826+3%$1.0M$998.5K-$14.5K2026-11-03
Breakwater Capital Group
DECREASED28,89980,731-51,832-64%$2.8M$966.1K-$1.8M2026-10-09
Victory Financial Group, LLC
DECREASED23,50539,327-15,822-40%$1.4M$785.8K-$586.0K2026-10-27
Freedom Financial Partners LLC
DECREASED23,38028,478-5,098-18%$993.3K$781.6K-$211.7K2026-10-19
Veracity Capital LLC
INCREASED22,59017,793+4,797+27%$620.6K$755.2K+$134.6K2026-10-08
KWB Wealth
INCREASED21,85521,321+534+3%$743.7K$730.6K-$13.1K2026-10-16
Indivisible Partners
NEW19,968—+19,968——$667.5K—2026-10-26
Austin Wealth Management, LLC
INCREASED15,72113,067+2,654+20%$456.0K$528.5K+$72.5K2026-11-06
Town Capital LLC
INCREASED15,62814,700+928+6%$512.7K$522.4K+$9.7K2026-11-03
Bensler, LLC
INCREASED13,75112,983+768+6%$452.8K$459.7K+$6.8K2026-11-05
Harmony Asset Management LLC
INCREASED13,32512,869+456+4%$448.9K$445.5K-$3.4K2026-10-20
Hicks Capital Management LLC
UNCHANGED12,39812,39800%$432.4K$432.4K$02026-10-20
Uptick Partners, LLC
INCREASED11,66510,296+1,369+13%$359.1K$390.0K+$30.9K2026-11-04
Truist Financial Corp
INCREASED11,63211,167+465+4%$389.5K$388.9K-$6222026-10-30
Kelleher Financial Advisors
INCREASED11,56711,458+109+1%$399.6K$386.7K-$13.0K2026-10-30
Milestone Asset Management, LLC
INCREASED11,13610,831+305+3%$377.8K$372.3K-$5.5K2026-10-15
Level Four Advisory Services, LLC
DECREASED10,90213,245-2,343-18%$462.0K$364.5K-$97.5K2026-11-06
Spectrum Wealth Advisory Group, LLC
DECREASED10,49825,119-14,621-58%$876.2K$351.0K-$525.2K2026-10-29
Walleye Partners, LLC
INCREASED10,0976,584+3,513+53%$229.6K$337.5K+$107.9K2026-10-13
Bison Wealth, LLC
INCREASED9,8649,813+51+1%$343.5K$331.9K-$11.6K2026-10-13
Symphony Financial Services, Inc.
INCREASED9,4348,321+1,113+13%$290.2K$315.4K+$25.1K2026-11-09
Kestra Private Wealth Services, LLC
DECREASED9,4269,678-252-3%$337.6K$315.1K-$22.5K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED9,3147,501+1,813+24%$263.5K$311.4K+$47.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED9,0498,685+364+4%$302.9K$304.4K+$1.5K2026-11-02
First National Bank & Trust Co of Newtown
UNCHANGED6,2366,23600%$215.4K$209.2K-$6.2K2026-11-09
Global Retirement Partners, LLC
DECREASED5,7226,276-554-9%$218.9K$191.3K-$27.6K2026-11-10
Anchor Investment Management, LLC
INCREASED3,7593,724+35+1%$129.9K$125.7K-$4.2K2026-11-10
Latitude Advisors, LLC
NEW2,929—+2,929——$97.9K—2026-10-27
TD Private Client Wealth LLC
DECREASED2,8936,164-3,271-53%$215.0K$96.7K-$118.3K2026-10-28
Evolution Wealth Management Inc.
DECREASED913920-7-1%$32.1K$30.5K-$1.6K2026-10-28
Financial Network Wealth Advisors LLC
DECREASED8361,300-464-36%$45.3K$27.9K-$17.4K2026-10-28
Ascentis Wealth Management, LLC
NEW559—+559——$18.7K—2026-11-03
Register Financial Advisors LLC
UNCHANGED40140100%$14.0K$13.4K-$5822026-10-23
Creative Financial Designs Inc
DECREASED325387-62-16%$13.5K$10.9K-$2.6K2026-11-04
GK Wealth Management LLC
NEW296—+296——$9.9K—2026-10-09
Heritage Family Offices, LLP
NEW277—+277——$9.3K—2026-11-02
Signature Equity Partners, LLC
NEW187—+187——$6.3K—2026-10-29
Parallel Advisors, LLC
UNCHANGED11511500%$4.0K$3.8K-$1672026-11-03
Huntington National Bank
NEW49—+49——$1.6K—2026-11-10
FMR LLC
UNCHANGED282800%$96$95-$12026-11-10
Farther Finance Advisors, LLC
UNCHANGED262600%$907$869-$382026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED2340-17-42%$1.4K$769-$6262026-11-03
IFG Advisory, LLC
INCREASED1716+1+6%$570$557-$132026-11-09
Alerus Financial NA
UNCHANGED6600%$209$201-$82026-11-09
Harbour Investments, Inc.
DECREASED442-38-90%$1.5K$134-$1.3K2026-11-09
Hughes Financial Services, LLC
DECREASED394-91-97%$3.3K$101-$3.2K2026-10-30
Ocean Park Asset Management, LLC
CLOSED0128,300-128,300-100%$4.5M$0-$4.5M2026-10-21
Fjell Capital, LLC
CLOSED051,138-51,138-100%$1.8M$0-$1.8M2026-10-13
InTrack Investment Management Inc
CLOSED041,729-41,729-100%$1.5M$0-$1.5M2026-10-15
Blom & Howell Financial Planning, Inc.
CLOSED032,214-32,214-100%$1.1M$0-$1.1M2026-11-10
Gaddis Premier Wealth Advisors LLC
CLOSED09,161-9,161-100%$319.5K$0-$319.5K2026-10-29
Petros Family Wealth, LLC
CLOSED07,176-7,176-100%$250.3K$0-$250.3K2026-10-28
Pacifica Partners Inc.
CLOSED070-70-100%$2.4K$0-$2.4K2026-10-09
EverSource Wealth Advisors, LLC
CLOSED067-67-100%$2.3K$0-$2.3K2026-11-04
Prudential Financial Inc
N/A—19,750,440-19,750,440-100%$688.9M———
Raymond James Financial Inc
N/A—2,300,545-2,300,545-100%$80.2M———
Envestnet Asset Management Inc
N/A—1,515,098-1,515,098-100%$52.8M———
Ameriprise Financial Inc
N/A—1,463,076-1,463,076-100%$51.0M———
Capital Analysts, LLC
N/A—558,617-558,617-100%$19.5M———
Wells Fargo & Company
N/A—541,401-541,401-100%$18.9M———
Cetera Investment Advisers
N/A—446,767-446,767-100%$15.6M———
JPMorgan Chase & Co
N/A—402,951-402,951-100%$14.2M———
Royal Bank of Canada
N/A—345,255-345,255-100%$12.0M———
MML Investors Services, LLC
N/A—263,673-263,673-100%$9.2M———
Inspire Advisors, LLC
N/A—251,737-251,737-100%$8.8M———
Ellenbecker Investment Group
N/A—225,923-225,923-100%$7.9M———
OneDigital Investment Advisors LLC
N/A—209,495-209,495-100%$7.3M———
Stifel Financial Corp
N/A—196,728-196,728-100%$6.9M———
CacheTech Inc.
N/A—181,313-181,313-100%$6.3M———
Jones Financial Companies Lllp
N/A—175,940-175,940-100%$6.2M———
Adams Wealth Management
N/A—155,126-155,126-100%$5.4M———
American Alpha Advisors, LLC
N/A—153,056-153,056-100%$5.3M———
Advyzon Investment Management, LLC
N/A—151,989-151,989-100%$5.3M———
Vestmark Advisory Solutions, Inc.
N/A—146,793-146,793-100%$5.1M———
Integrated Wealth Concepts LLC
N/A—133,264-133,264-100%$4.6M———
Stratos Wealth Partners, Ltd.
N/A—100,068-100,068-100%$3.5M———
Mutual Advisors, LLC
N/A—99,871-99,871-100%$3.5M———
Osaic Holdings, Inc.
N/A—98,005-98,005-100%$3.4M———
Smartleaf Asset Management LLC
N/A—97,623-97,623-100%$3.4M———
Alongside, LLC
N/A—88,121-88,121-100%$3.1M———
49 Wealth Management, LLC
N/A—88,121-88,121-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—24,097-24,097-100%$840.5K———
Integrity Financial Corp
N/A—23,967-23,967-100%$840.9K———
Natixis Advisors, LLC
N/A—22,601-22,601-100%$788.0K———
Kingsview Wealth Management, LLC
N/A—22,085-22,085-100%$770.3K———
JT Stratford LLC
N/A—21,638-21,638-100%$754.7K———
Ducere Wealth Management LLC
N/A—21,397-21,397-100%$746.3K———
Envestnet Portfolio Solutions, Inc.
N/A—20,426-20,426-100%$712.5K———
Centaurus Financial, Inc.
N/A—17,511-17,511-100%$611.0K———
Stephens Inc
N/A—11,797-11,797-100%$411.5K———
Cofg Advisors, LLC
N/A—11,080-11,080-100%$386.5K———
Principal Securities, Inc.
N/A—9,558-9,558-100%$333.4K———
New Insight Wealth Advisors
N/A—7,352-7,352-100%$256.4K———
Jane Street Group, LLC
N/A—7,106-7,106-100%$247.9K———
Old Mission Capital LLC
N/A—6,420-6,420-100%$223.9K———
Gotham Asset Management, LLC
N/A—6,170-6,170-100%$215.2K———
Mosaic Family Wealth Partners, LLC
N/A—5,768-5,768-100%$201.2K———
1015 Capital Partners, LLC
N/A—3,944-3,944-100%$137.6K———
Morgan Stanley
N/A—3,693-3,693-100%$128.8K———
Rockefeller Capital Management L.P.
N/A—846-846-100%$29.5K———
AE Wealth Management LLC
N/A—372-372-100%$13.0K———
Fiduciary Financial Advisors
N/A—198-198-100%$6.9K———
UBS Group AG
N/A—122-122-100%$4.3K———
Aptus Capital Advisors, LLC
N/A—28-28-100%$977———
BNP Paribas Financial Markets
N/A—5-5-100%$174———
Showing 144 of 144 institutions