IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pacer US LRG Cap Cows GR LD (COWG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,089,472 from 1,017,696
Change+71,776 (+7%)
Value$43.4K (-$40.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares832,926 from 668,597
Change+164,329 (+25%)
Value$33.2M (+$6.4M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares501,671 from 508,853
Change-7,182 (-1%)
Value$20.0M (-$422.0K)
Filed 2026-10-30
Heck Capital Advisors, LLC
INCREASED
Shares483,627 from 474,716
Change+8,911 (+2%)
Value$19.3M (+$228.9K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares386,261 from 437,649
Change-51,388 (-12%)
Value$15.4M (-$2.2M)
Filed 2026-11-02
Plan Group Financial, LLC
DECREASED
Shares319,969 from 325,050
Change-5,081 (-2%)
Value$12.8M (-$212.4K)
Filed 2026-10-22
RVW Wealth, LLC
DECREASED
Shares302,690 from 385,836
Change-83,146 (-22%)
Value$12.1M (-$3.4M)
Filed 2026-10-06
Sylvest Advisors, LLC
DECREASED
Shares278,567 from 306,096
Change-27,529 (-9%)
Value$11.1M (-$1.2M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares240,396 from 229,378
Change+11,018 (+5%)
Value$9.8M (+$830.6K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares233,178 from 222,996
Change+10,182 (+5%)
Value$9.3M (+$346.6K)
Filed 2026-11-04
Team Financial Group, LLC
DECREASED
Shares229,420 from 229,660
Change-240 (0%)
Value$9.1M (-$70.8K)
Filed 2026-10-30
Verus Capital Partners, LLC
INCREASED
Shares185,053 from 152,292
Change+32,761 (+22%)
Value$7.4M (+$1.3M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares169,140 from 23,688
Change+145,452 (+614%)
Value$6.7M (+$5.7M)
Filed 2026-11-04
Laurel Wealth Planning LLC
DECREASED
Shares162,567 from 167,019
Change-4,452 (-3%)
Value$6.5M (-$222.0K)
Filed 2026-11-02
HBW Advisory Services LLC
DECREASED
Shares151,456 from 254,073
Change-102,617 (-40%)
Value$6.0M (-$4.2M)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
INCREASED
Shares143,340 from 126,084
Change+17,256 (+14%)
Value$5.7M (+$950.2K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares142,701 from 124,070
Change+18,631 (+15%)
Value$5.7M (+$709.9K)
Filed 2026-11-04
BNB Wealth Management, LLC
INCREASED
Shares138,357 from 137,263
Change+1,094 (+1%)
Value$5.5M (+$7.1K)
Filed 2026-10-28
Tandem Investment Partners LLC
INCREASED
Shares129,765 from 127,475
Change+2,290 (+2%)
Value$5.2M (+$57.4K)
Filed 2026-10-16
Guilbault Capital LLC
DECREASED
Shares120,699 from 144,360
Change-23,661 (-16%)
Value$4.8M (-$982.0K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares84,055 from 81,932
Change+2,123 (+3%)
Value$3.4M (+$62.8K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares83,154 from 74,398
Change+8,756 (+12%)
Value$3.3M (+$329.4K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares82,025 from 80,923
Change+1,102 (+1%)
Value$3.3K (-$3.2M)
Filed 2026-10-26
Atlas Private Wealth Advisors
INCREASED
Shares77,356 from 77,097
Change+259 (+0%)
Value$3.1M (-$10.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares76,946 from 85,700
Change-8,754 (-10%)
Value$3.1M (-$371.9K)
Filed 2026-10-30
First Heartland Consultants, Inc.
INCREASED
Shares71,147 from 65,876
Change+5,271 (+8%)
Value$2.8M (+$192.7K)
Filed 2026-10-08
Lighthouse Wealth Management Inc.
INCREASED
Shares64,210 from 59,267
Change+4,943 (+8%)
Value$2.6M (+$181.4K)
Filed 2026-10-13
Fortem Financial Group, LLC
DECREASED
Shares60,587 from 61,269
Change-682 (-1%)
Value$2.4M (-$43.5K)
Filed 2026-10-20
Commerce Advisors, LLC
DECREASED
Shares58,591 from 59,370
Change-779 (-1%)
Value$2.3M (-$46.9K)
Filed 2026-10-19
Noble Wealth Management PBC
INCREASED
Shares53,312 from 51,856
Change+1,456 (+3%)
Value$2.1M (+$44.3K)
Filed 2026-10-01
WBI Investments, LLC
INCREASED
Shares49,957 from 49,894
Change+63 (+0%)
Value$2.0M (-$10.8K)
Filed 2026-11-05
Romano Brothers and Company
INCREASED
Shares48,828 from 43,941
Change+4,887 (+11%)
Value$1.9M (+$183.2K)
Filed 2026-10-22
XML Financial, LLC
DECREASED
Shares47,800 from 48,104
Change-304 (-1%)
Value$1.9M (-$25.0K)
Filed 2026-10-29
Thrivent Financial for Lutherans
NEW
Shares47,357
Change+47,357
Value$1.9K
Filed 2026-11-05
Vista Investment Partners LLC
INCREASED
Shares41,715 from 38,680
Change+3,035 (+8%)
Value$1.7M (+$110.7K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares41,390 from 35,169
Change+6,221 (+18%)
Value$1.7M (+$238.7K)
Filed 2026-11-04
Long Island Wealth Management, Inc.
INCREASED
Shares41,189 from 41,188
Change+1 (0%)
Value$1.6M (-$11.0K)
Filed 2026-10-20
Post Resch Tallon Group Inc.
DECREASED
Shares41,183 from 41,583
Change-400 (-1%)
Value$1.6M (-$27.0K)
Filed 2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares40,260 from 42,124
Change-1,864 (-4%)
Value$1.6M (-$85.6K)
Filed 2026-10-15
Nations Financial Group Inc,
DECREASED
Shares38,641 from 40,464
Change-1,823 (-5%)
Value$1.5M (-$83.5K)
Filed 2026-11-05
Rubicon Advisors, GP
DECREASED
Shares38,080 from 38,687
Change-607 (-2%)
Value$1.5M (-$34.5K)
Filed 2026-10-23
Clay Northam Wealth Management, LLC
DECREASED
Shares37,543 from 38,843
Change-1,300 (-3%)
Value$1.5M (-$62.2K)
Filed 2026-10-13
Teamwork Financial Advisors, LLC
DECREASED
Shares35,997 from 81,325
Change-45,328 (-56%)
Value$1.4M (-$1.8M)
Filed 2026-10-19
JBR Co Financial Management Inc
DECREASED
Shares34,942 from 35,232
Change-290 (-1%)
Value$1.4M (-$31.1K)
Filed 2026-10-13
Centurion Wealth Management LLC
DECREASED
Shares34,873 from 52,724
Change-17,851 (-34%)
Value$1.4M (-$725.9K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares33,912 from 32,456
Change+1,456 (+4%)
Value$1.4M (+$49.4K)
Filed 2026-10-14
Private Client Services, LLC
DECREASED
Shares32,470 from 36,304
Change-3,834 (-11%)
Value$1.3M (-$162.6K)
Filed 2026-10-02
Brookstone Capital Management
DECREASED
Shares30,089 from 31,324
Change-1,235 (-4%)
Value$1.2M (-$57.6K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares29,218 from 29,942
Change-724 (-2%)
Value$1.2M (-$36.9K)
Filed 2026-11-05
Valen Private Capital, LLC
NEW
Shares26,017
Change+26,017
Value$1.0M
Filed 2026-10-23
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares25,994 from 26,319
Change-325 (-1%)
Value$1.0M (-$20.0K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares24,747 from 15,953
Change+8,794 (+55%)
Value$1.0M (+$369.6K)
Filed 2026-11-02
Nilsine Partners, LLC
INCREASED
Shares24,610 from 11,810
Change+12,800 (+108%)
Value$981.4K (+$507.3K)
Filed 2026-11-02
HUB Investment Partners, LLC
DECREASED
Shares22,706 from 22,765
Change-59 (0%)
Value$905.5K (-$8.4K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares21,947 from 24,395
Change-2,448 (-10%)
Value$873.4K (-$105.9K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares21,846 from 22,494
Change-648 (-3%)
Value$871.2K (-$31.8K)
Filed 2026-11-03
Ellis Investment Partners, LLC
DECREASED
Shares20,880 from 21,098
Change-218 (-1%)
Value$832.7K (-$14.3K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares20,363 from 20,330
Change+33 (+0%)
Value$812.1K (-$4.1K)
Filed 2026-10-16
Signature Equity Partners, LLC
DECREASED
Shares15,838 from 16,109
Change-271 (-2%)
Value$631.6K (-$15.1K)
Filed 2026-10-29
Clarity Asset Management, Inc.
INCREASED
Shares15,107 from 14,625
Change+482 (+3%)
Value$602.5K (+$15.3K)
Filed 2026-10-14
Diversify Wealth Management, LLC
INCREASED
Shares15,029 from 13,020
Change+2,009 (+15%)
Value$610.5K (+$125.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares15,029 from 13,020
Change+2,009 (+15%)
Value$610.5K (+$125.1K)
Filed 2026-10-20
Traphagen Investment Advisors LLC
DECREASED
Shares15,005 from 38,263
Change-23,258 (-61%)
Value$598.4K (-$937.7K)
Filed 2026-10-14
D.A. Davidson & Co.
DECREASED
Shares14,060 from 14,605
Change-545 (-4%)
Value$560.7K (-$25.6K)
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares13,187 from 31,387
Change-18,200 (-58%)
Value$525.9K (-$734.2K)
Filed 2026-10-23
OxenFree Capital LLC
INCREASED
Shares12,784 from 12,415
Change+369 (+3%)
Value$524.3K (+$43.4K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
DECREASED
Shares11,648 from 31,728
Change-20,080 (-63%)
Value$464.5K (-$809.2K)
Filed 2026-10-21
Visionary Horizons, LLC
DECREASED
Shares10,750 from 14,001
Change-3,251 (-23%)
Value$428.7K (-$133.4K)
Filed 2026-10-22
Cooper Financial Group
UNCHANGED
Shares10,273 from 10,273
Change0 (0%)
Value$409.7K (-$2.7K)
Filed 2026-10-07
High Net Worth Advisory Group LLC
INCREASED
Shares9,946 from 8,652
Change+1,294 (+15%)
Value$396.6K (+$49.3K)
Filed 2026-10-26
Total Clarity Wealth Management, Inc.
INCREASED
Shares8,743 from 8,706
Change+37 (+0%)
Value$348.7K (-$850)
Filed 2026-10-26
Cathy Pareto & Associates, Inc
DECREASED
Shares8,686 from 8,745
Change-59 (-1%)
Value$346.4K (-$4.7K)
Filed 2026-10-15
Purus Wealth Management, LLC
INCREASED
Shares8,674 from 7,948
Change+726 (+9%)
Value$345.9K (+$26.8K)
Filed 2026-10-15
GSG Advisors LLC
INCREASED
Shares8,486 from 8,457
Change+29 (+0%)
Value$338.4K (-$1.1K)
Filed 2026-11-03
TrueWealth Advisors, LLC
DECREASED
Shares8,151 from 9,100
Change-949 (-10%)
Value$325.1K (-$40.3K)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares7,885 from 4,918
Change+2,967 (+60%)
Value$314.5K (+$117.0K)
Filed 2026-10-14
Verdence Capital Advisors LLC
NEW
Shares7,246
Change+7,246
Value$289.0K
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares7,021 from 7,054
Change-33 (0%)
Value$283.9K (+$21.8K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares7,008 from 6,990
Change+18 (+0%)
Value$283.0K (+$2.3K)
Filed 2026-11-05
Stegent Equity Advisors, Inc.
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$271.8K (-$1.8K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares6,758 from 6,734
Change+24 (+0%)
Value$278.3K (+$13.3K)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares6,460 from 10,163
Change-3,703 (-36%)
Value$257.6K (-$150.4K)
Filed 2026-11-04
Schmidt P J Investment Management Inc
DECREASED
Shares6,368 from 23,595
Change-17,227 (-73%)
Value$253.9K (-$693.3K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares6,325 from 4,722
Change+1,603 (+34%)
Value$252.2K (+$62.7K)
Filed 2026-10-20
Fermata Advisors, LLC
DECREASED
Shares6,032 from 6,197
Change-165 (-3%)
Value$240.6K (-$8.2K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
DECREASED
Shares5,959 from 192,829
Change-186,870 (-97%)
Value$237.6K (-$7.5M)
Filed 2026-10-26
Perigon Wealth Management, LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$235.3K (-$1.6K)
Filed 2026-10-22
Lighthouse Financial LLC
NEW
Shares5,893
Change+5,893
Value$235.0K
Filed 2026-10-23
Braeburn Wealth Management LLC
DECREASED
Shares5,855 from 6,857
Change-1,002 (-15%)
Value$233.5K (-$41.8K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares5,853 from 5,828
Change+25 (+0%)
Value$233.4K (-$556)
Filed 2026-10-08
Optivise Advisory Services LLC
UNCHANGED
Shares5,762 from 5,762
Change0 (0%)
Value$229.8K (-$1.5K)
Filed 2026-10-19
Tradewinds Capital Management, LLC
UNCHANGED
Shares5,645 from 5,645
Change0 (0%)
Value$225.1K (-$1.5K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares5,417 from 5,953
Change-536 (-9%)
Value$216.0K (-$23.0K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares5,213 from 3,215
Change+1,998 (+62%)
Value$208 (-$76.8K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares5,205
Change+5,205
Value$207.6K
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares4,744 from 4,745
Change-1 (0%)
Value$189.2K (-$1.3K)
Filed 2026-11-05
Citigroup Inc
NEW
Shares4,628
Change+4,628
Value$184.6K
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares3,061 from 3,058
Change+3 (+0%)
Value$122.1K (-$703)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares3,007 from 2,990
Change+17 (+1%)
Value$119.9K (-$119)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares2,310 from 1,686
Change+624 (+37%)
Value$92.1K (+$24.4K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
INCREASED
Shares2,110 from 1,396
Change+714 (+51%)
Value$84.1K (+$28.1K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
NEW
Shares1,714
Change+1,714
Value$68.4K
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$20.7K (-$138)
Filed 2026-10-21
Key FInancial Inc
NEW
Shares455
Change+455
Value$18.1K
Filed 2026-11-02
James T. Borello RIA
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$11.9K (-$80)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares200
Change+200
Value$8.0K
Filed 2026-10-21
Buck Wealth Strategies, LLC
INCREASED
Shares178 from 177
Change+1 (+1%)
Value$7.1K (-$13)
Filed 2026-10-28
Richardson Financial Services Inc.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$6.1K (-$39)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$4.8K (-$32)
Filed 2026-10-09
Citizens National Bank Trust Department
NEW
Shares32
Change+32
Value$1.3K
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares26
Change+26
Value$1.0K
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$997 (-$7)
Filed 2026-10-26
StoneX Group Inc.
CLOSED
Shares0 from 16,821
Change-16,821 (-100%)
Value$0 (-$637.8K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 16,706
Change-16,706 (-100%)
Value$0 (-$670.7K)
Filed 2026-10-16
GK Wealth Management LLC
CLOSED
Shares0 from 13,839
Change-13,839 (-100%)
Value$0 (-$555.6K)
Filed 2026-10-09
Founders Financial Securities LLC
CLOSED
Shares0 from 7,785
Change-7,785 (-100%)
Value$0 (-$312.5K)
Filed 2026-10-28
Revisor Wealth Management LLC
CLOSED
Shares0 from 7,558
Change-7,558 (-100%)
Value$0 (-$303.5K)
Filed 2026-10-20
Asset Allocation Strategies LLC
CLOSED
Shares0 from 5,591
Change-5,591 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-20
Alchemi Wealth, LLC
CLOSED
Shares0 from 5,309
Change-5,309 (-100%)
Value$0 (-$213.1K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-22
Bank of America Corp
N/A
Shares— from 6,060,603
Change-6,060,603 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,208,628
Change-5,208,628 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,236,326
Change-2,236,326 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,805,902
Change-1,805,902 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,682,025
Change-1,682,025 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,580,176
Change-1,580,176 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,126,523
Change-1,126,523 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,103,243
Change-1,103,243 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 892,744
Change-892,744 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 778,017
Change-778,017 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 580,323
Change-580,323 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 527,699
Change-527,699 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 504,916
Change-504,916 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 491,913
Change-491,913 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 473,741
Change-473,741 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 440,174
Change-440,174 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 365,837
Change-365,837 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 251,710
Change-251,710 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 237,443
Change-237,443 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 209,382
Change-209,382 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 207,912
Change-207,912 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 206,298
Change-206,298 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 164,698
Change-164,698 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 160,855
Change-160,855 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 140,972
Change-140,972 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 130,062
Change-130,062 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 129,814
Change-129,814 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 127,435
Change-127,435 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 126,464
Change-126,464 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 118,634
Change-118,634 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 111,671
Change-111,671 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 103,319
Change-103,319 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 101,729
Change-101,729 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 97,291
Change-97,291 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 95,393
Change-95,393 (-100%)
Value—
&partners
N/A
Shares— from 94,748
Change-94,748 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 94,143
Change-94,143 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 94,014
Change-94,014 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 93,400
Change-93,400 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 91,940
Change-91,940 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 88,357
Change-88,357 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 87,867
Change-87,867 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 76,942
Change-76,942 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 76,865
Change-76,865 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 74,032
Change-74,032 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 73,748
Change-73,748 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 71,717
Change-71,717 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 66,826
Change-66,826 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 64,910
Change-64,910 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 63,113
Change-63,113 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 61,371
Change-61,371 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 59,210
Change-59,210 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 57,241
Change-57,241 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 56,187
Change-56,187 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 50,198
Change-50,198 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 49,935
Change-49,935 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 46,723
Change-46,723 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 46,534
Change-46,534 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 46,030
Change-46,030 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 45,667
Change-45,667 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 41,733
Change-41,733 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 38,254
Change-38,254 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 36,363
Change-36,363 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 35,750
Change-35,750 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,046
Change-35,046 (-100%)
Value—
UBS Group AG
N/A
Shares— from 34,835
Change-34,835 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 33,457
Change-33,457 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 30,968
Change-30,968 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 30,567
Change-30,567 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 28,021
Change-28,021 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 27,380
Change-27,380 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 25,413
Change-25,413 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,263
Change-25,263 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 24,621
Change-24,621 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 24,242
Change-24,242 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 23,366
Change-23,366 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 23,148
Change-23,148 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 23,092
Change-23,092 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,623
Change-22,623 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 22,095
Change-22,095 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 21,816
Change-21,816 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,606
Change-21,606 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 20,860
Change-20,860 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 20,091
Change-20,091 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 19,613
Change-19,613 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 19,403
Change-19,403 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 18,739
Change-18,739 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,123
Change-17,123 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 15,935
Change-15,935 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 12,578
Change-12,578 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 12,290
Change-12,290 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 11,955
Change-11,955 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 11,736
Change-11,736 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 11,336
Change-11,336 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 11,297
Change-11,297 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,152
Change-11,152 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 8,909
Change-8,909 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 8,176
Change-8,176 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,706
Change-6,706 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,930
Change-5,930 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,703
Change-5,703 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 723
Change-723 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 201
Change-201 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 32
Change-32 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 20
Change-20 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED1,089,4721,017,696+71,776+7%$40.9M$43.4K-$40.8M2026-11-02
Kestra Advisory Services, LLC
INCREASED832,926668,597+164,329+25%$26.8M$33.2M+$6.4M2026-11-02
Truist Financial Corp
DECREASED501,671508,853-7,182-1%$20.4M$20.0M-$422.0K2026-10-30
Heck Capital Advisors, LLC
INCREASED483,627474,716+8,911+2%$19.1M$19.3M+$228.9K2026-10-14
Commonwealth Equity Services, LLC
DECREASED386,261437,649-51,388-12%$17.6M$15.4M-$2.2M2026-11-02
Plan Group Financial, LLC
DECREASED319,969325,050-5,081-2%$13.0M$12.8M-$212.4K2026-10-22
RVW Wealth, LLC
DECREASED302,690385,836-83,146-22%$15.5M$12.1M-$3.4M2026-10-06
Sylvest Advisors, LLC
DECREASED278,567306,096-27,529-9%$12.3M$11.1M-$1.2M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED240,396229,378+11,018+5%$9.0M$9.8M+$830.6K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED233,178222,996+10,182+5%$9.0M$9.3M+$346.6K2026-11-04
Team Financial Group, LLC
DECREASED229,420229,660-2400%$9.2M$9.1M-$70.8K2026-10-30
Verus Capital Partners, LLC
INCREASED185,053152,292+32,761+22%$6.1M$7.4M+$1.3M2026-11-03
Prospera Financial Services Inc
INCREASED169,14023,688+145,452+614%$951.4K$6.7M+$5.7M2026-11-04
Laurel Wealth Planning LLC
DECREASED162,567167,019-4,452-3%$6.7M$6.5M-$222.0K2026-11-02
HBW Advisory Services LLC
DECREASED151,456254,073-102,617-40%$10.2M$6.0M-$4.2M2026-10-15
ARQ Wealth Advisors, LLC
INCREASED143,340126,084+17,256+14%$4.8M$5.7M+$950.2K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED142,701124,070+18,631+15%$5.0M$5.7M+$709.9K2026-11-04
BNB Wealth Management, LLC
INCREASED138,357137,263+1,094+1%$5.5M$5.5M+$7.1K2026-10-28
Tandem Investment Partners LLC
INCREASED129,765127,475+2,290+2%$5.1M$5.2M+$57.4K2026-10-16
Guilbault Capital LLC
DECREASED120,699144,360-23,661-16%$5.8M$4.8M-$982.0K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED84,05581,932+2,123+3%$3.3M$3.4M+$62.8K2026-10-13
Independent Financial Group, LLC
INCREASED83,15474,398+8,756+12%$3.0M$3.3M+$329.4K2026-10-13
Park Avenue Securities LLC
INCREASED82,02580,923+1,102+1%$3.2M$3.3K-$3.2M2026-10-26
Atlas Private Wealth Advisors
INCREASED77,35677,097+259+0%$3.1M$3.1M-$10.2K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED76,94685,700-8,754-10%$3.4M$3.1M-$371.9K2026-10-30
First Heartland Consultants, Inc.
INCREASED71,14765,876+5,271+8%$2.6M$2.8M+$192.7K2026-10-08
Lighthouse Wealth Management Inc.
INCREASED64,21059,267+4,943+8%$2.4M$2.6M+$181.4K2026-10-13
Fortem Financial Group, LLC
DECREASED60,58761,269-682-1%$2.5M$2.4M-$43.5K2026-10-20
Commerce Advisors, LLC
DECREASED58,59159,370-779-1%$2.4M$2.3M-$46.9K2026-10-19
Noble Wealth Management PBC
INCREASED53,31251,856+1,456+3%$2.1M$2.1M+$44.3K2026-10-01
WBI Investments, LLC
INCREASED49,95749,894+63+0%$2.0M$2.0M-$10.8K2026-11-05
Romano Brothers and Company
INCREASED48,82843,941+4,887+11%$1.8M$1.9M+$183.2K2026-10-22
XML Financial, LLC
DECREASED47,80048,104-304-1%$1.9M$1.9M-$25.0K2026-10-29
Thrivent Financial for Lutherans
NEW47,357—+47,357——$1.9K—2026-11-05
Vista Investment Partners LLC
INCREASED41,71538,680+3,035+8%$1.6M$1.7M+$110.7K2026-10-08
Creative Financial Designs Inc
INCREASED41,39035,169+6,221+18%$1.4M$1.7M+$238.7K2026-11-04
Long Island Wealth Management, Inc.
INCREASED41,18941,188+10%$1.7M$1.6M-$11.0K2026-10-20
Post Resch Tallon Group Inc.
DECREASED41,18341,583-400-1%$1.7M$1.6M-$27.0K2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
DECREASED40,26042,124-1,864-4%$1.7M$1.6M-$85.6K2026-10-15
Nations Financial Group Inc,
DECREASED38,64140,464-1,823-5%$1.6M$1.5M-$83.5K2026-11-05
Rubicon Advisors, GP
DECREASED38,08038,687-607-2%$1.6M$1.5M-$34.5K2026-10-23
Clay Northam Wealth Management, LLC
DECREASED37,54338,843-1,300-3%$1.6M$1.5M-$62.2K2026-10-13
Teamwork Financial Advisors, LLC
DECREASED35,99781,325-45,328-56%$3.3M$1.4M-$1.8M2026-10-19
JBR Co Financial Management Inc
DECREASED34,94235,232-290-1%$1.4M$1.4M-$31.1K2026-10-13
Centurion Wealth Management LLC
DECREASED34,87352,724-17,851-34%$2.1M$1.4M-$725.9K2026-10-13
Davenport & Co LLC
INCREASED33,91232,456+1,456+4%$1.3M$1.4M+$49.4K2026-10-14
Private Client Services, LLC
DECREASED32,47036,304-3,834-11%$1.5M$1.3M-$162.6K2026-10-02
Brookstone Capital Management
DECREASED30,08931,324-1,235-4%$1.3M$1.2M-$57.6K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED29,21829,942-724-2%$1.2M$1.2M-$36.9K2026-11-05
Valen Private Capital, LLC
NEW26,017—+26,017——$1.0M—2026-10-23
Fearless Solutions, LLC dba Best Invest
DECREASED25,99426,319-325-1%$1.1M$1.0M-$20.0K2026-10-14
International Assets Investment Management, LLC
INCREASED24,74715,953+8,794+55%$631.6K$1.0M+$369.6K2026-11-02
Nilsine Partners, LLC
INCREASED24,61011,810+12,800+108%$474.1K$981.4K+$507.3K2026-11-02
HUB Investment Partners, LLC
DECREASED22,70622,765-590%$913.9K$905.5K-$8.4K2026-11-03
Sigma Planning Corp
DECREASED21,94724,395-2,448-10%$979.4K$873.4K-$105.9K2026-10-23
RFG Advisory, LLC
DECREASED21,84622,494-648-3%$903.1K$871.2K-$31.8K2026-11-03
Ellis Investment Partners, LLC
DECREASED20,88021,098-218-1%$847.0K$832.7K-$14.3K2026-10-21
IFP Advisors, Inc
INCREASED20,36320,330+33+0%$816.2K$812.1K-$4.1K2026-10-16
Signature Equity Partners, LLC
DECREASED15,83816,109-271-2%$646.7K$631.6K-$15.1K2026-10-29
Clarity Asset Management, Inc.
INCREASED15,10714,625+482+3%$587.2K$602.5K+$15.3K2026-10-14
Diversify Wealth Management, LLC
INCREASED15,02913,020+2,009+15%$485.4K$610.5K+$125.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED15,02913,020+2,009+15%$485.4K$610.5K+$125.1K2026-10-20
Traphagen Investment Advisors LLC
DECREASED15,00538,263-23,258-61%$1.5M$598.4K-$937.7K2026-10-14
D.A. Davidson & Co.
DECREASED14,06014,605-545-4%$586.3K$560.7K-$25.6K2026-10-28
HB Wealth Management, LLC
DECREASED13,18731,387-18,200-58%$1.3M$525.9K-$734.2K2026-10-23
OxenFree Capital LLC
INCREASED12,78412,415+369+3%$480.8K$524.3K+$43.4K2026-10-07
Wealthcare Advisory Partners LLC
DECREASED11,64831,728-20,080-63%$1.3M$464.5K-$809.2K2026-10-21
Visionary Horizons, LLC
DECREASED10,75014,001-3,251-23%$562.1K$428.7K-$133.4K2026-10-22
Cooper Financial Group
UNCHANGED10,27310,27300%$412.4K$409.7K-$2.7K2026-10-07
High Net Worth Advisory Group LLC
INCREASED9,9468,652+1,294+15%$347.4K$396.6K+$49.3K2026-10-26
Total Clarity Wealth Management, Inc.
INCREASED8,7438,706+37+0%$349.5K$348.7K-$8502026-10-26
Cathy Pareto & Associates, Inc
DECREASED8,6868,745-59-1%$351.1K$346.4K-$4.7K2026-10-15
Purus Wealth Management, LLC
INCREASED8,6747,948+726+9%$319.1K$345.9K+$26.8K2026-10-15
GSG Advisors LLC
INCREASED8,4868,457+29+0%$339.5K$338.4K-$1.1K2026-11-03
TrueWealth Advisors, LLC
DECREASED8,1519,100-949-10%$365.3K$325.1K-$40.3K2026-10-09
Triumph Capital Management
INCREASED7,8854,918+2,967+60%$197.4K$314.5K+$117.0K2026-10-14
Verdence Capital Advisors LLC
NEW7,246—+7,246——$289.0K—2026-10-26
Sovran Advisors, LLC
DECREASED7,0217,054-330%$262.1K$283.9K+$21.8K2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED7,0086,990+18+0%$280.6K$283.0K+$2.3K2026-11-05
Stegent Equity Advisors, Inc.
UNCHANGED6,8156,81500%$273.6K$271.8K-$1.8K2026-10-13
Bison Wealth, LLC
INCREASED6,7586,734+24+0%$265.1K$278.3K+$13.3K2026-10-13
Csenge Advisory Group
DECREASED6,46010,163-3,703-36%$408.0K$257.6K-$150.4K2026-11-04
Schmidt P J Investment Management Inc
DECREASED6,36823,595-17,227-73%$947.3K$253.9K-$693.3K2026-11-02
Private Trust Co NA
INCREASED6,3254,722+1,603+34%$189.6K$252.2K+$62.7K2026-10-20
Fermata Advisors, LLC
DECREASED6,0326,197-165-3%$248.8K$240.6K-$8.2K2026-10-13
Flagship Harbor Advisors, LLC
DECREASED5,959192,829-186,870-97%$7.7M$237.6K-$7.5M2026-10-26
Perigon Wealth Management, LLC
UNCHANGED5,9005,90000%$236.9K$235.3K-$1.6K2026-10-22
Lighthouse Financial LLC
NEW5,893—+5,893——$235.0K—2026-10-23
Braeburn Wealth Management LLC
DECREASED5,8556,857-1,002-15%$275.3K$233.5K-$41.8K2026-10-15
Farther Finance Advisors, LLC
INCREASED5,8535,828+25+0%$234.0K$233.4K-$5562026-10-08
Optivise Advisory Services LLC
UNCHANGED5,7625,76200%$231.3K$229.8K-$1.5K2026-10-19
Tradewinds Capital Management, LLC
UNCHANGED5,6455,64500%$226.6K$225.1K-$1.5K2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED5,4175,953-536-9%$239.0K$216.0K-$23.0K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED5,2133,215+1,998+62%$77.1K$208-$76.8K2026-11-04
Jacobi Capital Management LLC
NEW5,205—+5,205——$207.6K—2026-11-05
Fifth Third Bancorp
DECREASED4,7444,745-10%$190.5K$189.2K-$1.3K2026-11-05
Citigroup Inc
NEW4,628—+4,628——$184.6K—2026-11-04
CoreCap Advisors, LLC
INCREASED3,0613,058+3+0%$122.8K$122.1K-$7032026-10-08
Capital Investment Advisory Services, LLC
INCREASED3,0072,990+17+1%$120.0K$119.9K-$1192026-10-30
Assetmark, Inc
INCREASED2,3101,686+624+37%$67.7K$92.1K+$24.4K2026-10-21
Provenance Wealth Advisors, LLC
INCREASED2,1101,396+714+51%$56.0K$84.1K+$28.1K2026-10-30
Acumen Wealth Advisors, LLC
NEW1,714—+1,714——$68.4K—2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED51851800%$20.8K$20.7K-$1382026-10-21
Key FInancial Inc
NEW455—+455——$18.1K—2026-11-02
James T. Borello RIA
UNCHANGED29929900%$12.0K$11.9K-$802026-10-16
Root Financial Partners, LLC
NEW200—+200——$8.0K—2026-10-21
Buck Wealth Strategies, LLC
INCREASED178177+1+1%$7.1K$7.1K-$132026-10-28
Richardson Financial Services Inc.
UNCHANGED15215200%$6.1K$6.1K-$392026-10-30
Trust Co
UNCHANGED12112100%$4.9K$4.8K-$322026-10-09
Citizens National Bank Trust Department
NEW32—+32——$1.3K—2026-11-04
Next Level Wealth Planning, LLC
NEW26—+26——$1.0K—2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED252500%$1.0K$997-$72026-10-26
StoneX Group Inc.
CLOSED016,821-16,821-100%$637.8K$0-$637.8K2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED016,706-16,706-100%$670.7K$0-$670.7K2026-10-16
GK Wealth Management LLC
CLOSED013,839-13,839-100%$555.6K$0-$555.6K2026-10-09
Founders Financial Securities LLC
CLOSED07,785-7,785-100%$312.5K$0-$312.5K2026-10-28
Revisor Wealth Management LLC
CLOSED07,558-7,558-100%$303.5K$0-$303.5K2026-10-20
Asset Allocation Strategies LLC
CLOSED05,591-5,591-100%$224.5K$0-$224.5K2026-10-20
Alchemi Wealth, LLC
CLOSED05,309-5,309-100%$213.1K$0-$213.1K2026-11-04
Cornerstone Planning Group LLC
CLOSED071-71-100%$2.7K$0-$2.7K2026-10-16
Farmers & Merchants Investments Inc
CLOSED046-46-100%$1.8K$0-$1.8K2026-10-22
Bank of America Corp
N/A—6,060,603-6,060,603-100%$243.3M———
LPL Financial LLC
N/A—5,208,628-5,208,628-100%$209.1M———
Raymond James Financial Inc
N/A—2,236,326-2,236,326-100%$89.8M———
Jones Financial Companies Lllp
N/A—1,805,902-1,805,902-100%$69.1M———
Envestnet Asset Management Inc
N/A—1,682,025-1,682,025-100%$67.5M———
Morgan Stanley
N/A—1,580,176-1,580,176-100%$63.4M———
Wells Fargo & Company
N/A—1,126,523-1,126,523-100%$45.2M———
Cetera Investment Advisers
N/A—1,103,243-1,103,243-100%$44.3M———
Osaic Holdings, Inc.
N/A—892,744-892,744-100%$35.8M———
MML Investors Services, LLC
N/A—778,017-778,017-100%$31.2M———
Northwestern Mutual Wealth Management Co
N/A—580,323-580,323-100%$23.3M———
Royal Bank of Canada
N/A—527,699-527,699-100%$21.2M———
Aspire Capital Advisors LLC
N/A—504,916-504,916-100%$20.3M———
Foundations Investment Advisors, LLC
N/A—491,913-491,913-100%$19.7M———
Clark Capital Management Group, Inc.
N/A—473,741-473,741-100%$19.0M———
HighTower Advisors, LLC
N/A—440,174-440,174-100%$17.7M———
Steward Partners Investment Advisory, LLC
N/A—365,837-365,837-100%$14.7M———
Z3 Capital Partners, LLC
N/A—251,710-251,710-100%$10.1M———
Goldman Sachs Group Inc
N/A—237,443-237,443-100%$9.5M———
Ethos Financial Group, LLC
N/A—209,382-209,382-100%$7.7M———
Orion Porfolio Solutions, LLC
N/A—207,912-207,912-100%$8.3M———
Rockefeller Capital Management L.P.
N/A—206,298-206,298-100%$8.3M———
Marble Wealth, LLC
N/A—164,698-164,698-100%$6.6M———
Baird Financial Group, Inc.
N/A—160,855-160,855-100%$6.5M———
Atlantic Family Wealth, LLC
N/A—140,972-140,972-100%$5.7M———
Advisory Services Network, LLC
N/A—130,062-130,062-100%$5.2M———
Fortis Advisors, LLC
N/A—129,814-129,814-100%$5.2M———
Kingsview Wealth Management, LLC
N/A—127,435-127,435-100%$5.1M———
Arkadios Wealth Advisors
N/A—126,464-126,464-100%$5.1M———
Principal Securities, Inc.
N/A—118,634-118,634-100%$4.8M———
Stifel Financial Corp
N/A—111,671-111,671-100%$4.5M———
Summit Financial, LLC
N/A—103,319-103,319-100%$4.1M———
World Investment Advisors
N/A—101,729-101,729-100%$3.5M———
Bellars Harris Wealth Management, LLC
N/A—97,291-97,291-100%$3.9M———
NewEdge Advisors, LLC
N/A—95,393-95,393-100%$3.8M———
&partners
N/A—94,748-94,748-100%$3.8M———
Equitable Holdings, Inc.
N/A—94,143-94,143-100%$3.8M———
PCG Wealth Advisors, LLC
N/A—94,014-94,014-100%$3.8M———
Two Sigma Investments, LP
N/A—93,400-93,400-100%$3.7M———
Waverly Advisors, LLC
N/A—91,940-91,940-100%$3.7M———
JPMorgan Chase & Co
N/A—88,357-88,357-100%$3.5M———
Harbour Investments, Inc.
N/A—87,867-87,867-100%$3.5M———
IHT Wealth Management, LLC
N/A—76,942-76,942-100%$3.1M———
Ameriprise Financial Inc
N/A—76,865-76,865-100%$3.1M———
Mason & Associates Inc
N/A—74,032-74,032-100%$3.0M———
Kovack Advisors, Inc.
N/A—73,748-73,748-100%$3.0M———
Private Advisor Group, LLC
N/A—71,717-71,717-100%$2.9M———
AssuredPartners Investment Advisors, LLC
N/A—66,826-66,826-100%$2.7M———
Savvy Advisors, Inc.
N/A—64,910-64,910-100%$2.6M———
Crux Wealth Advisors
N/A—63,113-63,113-100%$2.5M———
Gotham Asset Management, LLC
N/A—61,371-61,371-100%$2.5M———
Thoroughbred Financial Services, LLC
N/A—59,210-59,210-100%$2.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—57,241-57,241-100%$2.3M———
Empirical Asset Management, LLC
N/A—56,187-56,187-100%$2.3M———
Belpointe Asset Management LLC
N/A—50,198-50,198-100%$2.0M———
Benjamin Edwards Inc
N/A—49,935-49,935-100%$2.0M———
Smith, Moore & Co.
N/A—46,723-46,723-100%$1.9M———
Sanctuary Advisors, LLC
N/A—46,534-46,534-100%$1.9M———
Geneos Wealth Management Inc.
N/A—46,030-46,030-100%$1.8M———
Per Stirling Capital Management, Llc.
N/A—45,667-45,667-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—41,733-41,733-100%$1.7M———
Modern Wealth Management, LLC
N/A—38,254-38,254-100%$1.5M———
Empire Financial Management Company, LLC
N/A—36,363-36,363-100%$1.5M———
OFC Financial Planning, LLC
N/A—35,750-35,750-100%$1.4M———
Susquehanna International Group, LLP
N/A—35,046-35,046-100%$1.4M———
UBS Group AG
N/A—34,835-34,835-100%$1.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—33,457-33,457-100%$1.3M———
Cozad Asset Management Inc
N/A—30,968-30,968-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—30,567-30,567-100%$1.2M———
Tripletail Wealth Management, LLC
N/A—28,021-28,021-100%$1.1M———
Compass Advisory Group LLC
N/A—27,380-27,380-100%$1.1M———
Perissos Private Wealth Management, LLC
N/A—25,413-25,413-100%$1.0M———
AE Wealth Management LLC
N/A—25,263-25,263-100%$1.0M———
Western Wealth Management, LLC
N/A—24,621-24,621-100%$988.5K———
Natixis Advisors, LLC
N/A—24,242-24,242-100%$973.0K———
HighPoint Advisor Group LLC
N/A—23,366-23,366-100%$938.1K———
Sankala Group LLC
N/A—23,148-23,148-100%$920.1K———
Muirfield Wealth Advisors LLC
N/A—23,092-23,092-100%$927.1K———
BFC Planning, Inc.
N/A—22,623-22,623-100%$908.2K———
Capital Analysts, LLC
N/A—22,095-22,095-100%$887.0K———
Brown Advisory Inc
N/A—21,816-21,816-100%$875.9K———
PFG Investments, LLC
N/A—21,606-21,606-100%$867.4K———
Ausdal Financial Partners, Inc.
N/A—20,860-20,860-100%$837.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—20,091-20,091-100%$806.6K———
Copia Wealth Management
N/A—19,613-19,613-100%$787.4K———
Janney Montgomery Scott LLC
N/A—19,403-19,403-100%$779.0K———
Calton & Associates, Inc.
N/A—18,739-18,739-100%$752.3K———
XTX Topco Ltd
N/A—17,670-17,670-100%$709.4K———
Citadel Advisors LLC
N/A—17,123-17,123-100%$687.4K———
Level Four Advisory Services, LLC
N/A—15,935-15,935-100%$639.8K———
White Knight Strategic Wealth Advisors, LLC
N/A—14,300-14,300-100%$574.1K———
Maridea Wealth Management LLC
N/A—12,578-12,578-100%$505.0K———
Palumbo Wealth Management LLC
N/A—12,290-12,290-100%$493.4K———
Pasadena Private Wealth, LLC
N/A—11,955-11,955-100%$480.0K———
Pinnacle Financial Partners, Inc.
N/A—11,736-11,736-100%$471.2K———
WIN Advisors, Inc
N/A—11,336-11,336-100%$455.1K———
Money Concepts Capital Corp
N/A—11,297-11,297-100%$453.5K———
EP Wealth Advisors, LLC
N/A—11,152-11,152-100%$447.7K———
Silver OAK Securities, Incorporated
N/A—9,463-9,463-100%$379.9K———
Cresset Asset Management, LLC
N/A—9,397-9,397-100%$377.3K———
Runnymede Capital Advisors, Inc.
N/A—8,909-8,909-100%$357.7K———
Tower Research Capital LLC (TRC)
N/A—8,688-8,688-100%$348.8K———
Global Retirement Partners, LLC
N/A—8,522-8,522-100%$342.1K———
Capasso Planning Partners LLC
N/A—8,176-8,176-100%$328.3K———
Pgim Custom Harvest LLC
N/A—8,008-8,008-100%$321.5K———
Mercer Global Advisors Inc
N/A—6,706-6,706-100%$269.2K———
Jane Street Group, LLC
N/A—6,434-6,434-100%$258.3K———
Florida Financial Advisors, LLC
N/A—6,102-6,102-100%$245.0K———
Atlas Wealth LLC
N/A—6,044-6,044-100%$242.6K———
Focus Partners Wealth
N/A—5,930-5,930-100%$238.1K———
Integrated Wealth Concepts LLC
N/A—5,780-5,780-100%$232.0K———
Arax Advisory Partners
N/A—5,703-5,703-100%$229.0K———
Great Valley Advisor Group, Inc.
N/A—5,444-5,444-100%$218.6K———
Wealth Management Associates, Inc.
N/A—5,175-5,175-100%$207.8K———
Moneta Group Investment Advisors LLC
N/A—5,145-5,145-100%$206.6K———
Trexquant Investment LP
N/A—5,144-5,144-100%$206.5K———
Moors & Cabot, Inc.
N/A—5,079-5,079-100%$203.9K———
Kerr Financial Planning Corp
N/A—4,950-4,950-100%$198.7K———
Glen Eagle Advisors, LLC
N/A—4,693-4,693-100%$188.4K———
Regatta Research & Money Management
N/A—3,926-3,926-100%$157.6K———
O'shaughnessy Asset Management, LLC
N/A—3,374-3,374-100%$135.5K———
Innovative Asset Advisors Group, LLC
N/A—3,075-3,075-100%$123.5K———
IFG Advisory, LLC
N/A—2,703-2,703-100%$108.5K———
FMR LLC
N/A—2,652-2,652-100%$106.5K———
Colonial Trust Co / SC
N/A—1,781-1,781-100%$68.1K———
Franklin Resources Inc
N/A—1,506-1,506-100%$60.5K———
Nova Wealth Management, Inc.
N/A—1,007-1,007-100%$40.4K———
Front Row Advisors LLC
N/A—900-900-100%$35.4K———
Quent Capital, LLC
N/A—725-725-100%$29.1K———
Keating Financial Advisory Services, Inc.
N/A—723-723-100%$29.0K———
Ameriflex Group, Inc.
N/A—500-500-100%$20.1K———
Crewe Advisors LLC
N/A—451-451-100%$18.1K———
HHM Wealth Advisors, LLC
N/A—408-408-100%$16.4K———
WealthShield Partners, LLC
N/A—372-372-100%$14.9K———
PNC Financial Services Group, Inc.
N/A—300-300-100%$12.0K———
Allworth Financial LP
N/A—201-201-100%$8.1K———
Continuum Advisory, LLC
N/A—144-144-100%$5.8K———
Swan Capital LLC
N/A—139-139-100%$5.6K———
Bessemer Group Inc
N/A—32-32-100%$1———
Ritter Daniher Financial Advisory LLC / de
N/A—20-20-100%$807———
Vanguard Advisers Inc
N/A—14-14-100%$562———
Showing 262 of 262 institutions