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Pacer Data and Digital REV (TRFK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,574,661 from 1,337,427
Change+237,234 (+18%)
Value$158.8M (+$16.1M)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares254,496 from 255,763
Change-1,267 (0%)
Value$25.7M (-$1.6M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares230,378 from 228,557
Change+1,821 (+1%)
Value$23.2K (-$24.4M)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares90,569 from 106,244
Change-15,675 (-15%)
Value$9.1M (-$2.2M)
Filed 2026-11-03
HBW Advisory Services LLC
INCREASED
Shares83,329 from 70,560
Change+12,769 (+18%)
Value$8.4M (+$875.0K)
Filed 2026-10-15
Colonial River Investments, LLC
INCREASED
Shares80,964 from 55,041
Change+25,923 (+47%)
Value$8.2M (+$2.3M)
Filed 2026-10-19
Western Wealth Management, LLC
INCREASED
Shares76,169 from 70,934
Change+5,235 (+7%)
Value$7.7M (+$113.0K)
Filed 2026-11-09
Truist Financial Corp
DECREASED
Shares55,132 from 55,471
Change-339 (-1%)
Value$5.6M (-$358.8K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares50,993 from 46,781
Change+4,212 (+9%)
Value$5.1M (+$151.1K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares50,250 from 40,840
Change+9,410 (+23%)
Value$5.1M (+$710.1K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares47,442 from 40,190
Change+7,252 (+18%)
Value$4.8M (+$496.3K)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares47,432 from 50,240
Change-2,808 (-6%)
Value$4.8M (-$571.7K)
Filed 2026-11-09
D.A. Davidson & Co.
INCREASED
Shares42,996 from 33,554
Change+9,442 (+28%)
Value$4.3M (+$755.9K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares38,160 from 37,900
Change+260 (+1%)
Value$3.8M (-$195.5K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares29,746 from 28,308
Change+1,438 (+5%)
Value$3.0M (-$20.5K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares20,552 from 18,559
Change+1,993 (+11%)
Value$2.1M (+$92.4K)
Filed 2026-11-06
Money Concepts Capital Corp
NEW
Shares19,821
Change+19,821
Value$2.0M
Filed 2026-11-06
Teamwork Financial Advisors, LLC
INCREASED
Shares17,328 from 17,257
Change+71 (+0%)
Value$1.7M (-$93.8K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED
Shares16,454 from 16,454
Change0 (0%)
Value$1.7M (-$96.3K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares13,482 from 13,236
Change+246 (+2%)
Value$1.4M (-$52.7K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares13,320 from 13,574
Change-254 (-2%)
Value$1.3M (-$31.4K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
NEW
Shares12,200
Change+12,200
Value$1.2M
Filed 2026-11-03
HighPoint Advisor Group LLC
INCREASED
Shares10,519 from 2,711
Change+7,808 (+288%)
Value$1.1M (+$771.6K)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares10,373 from 6,890
Change+3,483 (+51%)
Value$1.0M (+$311.0K)
Filed 2026-10-23
Rubicon Advisors, GP
INCREASED
Shares9,784 from 9,557
Change+227 (+2%)
Value$986.8K (-$33.0K)
Filed 2026-10-23
OxenFree Capital LLC
INCREASED
Shares9,585 from 8,943
Change+642 (+7%)
Value$996.6K (+$139.9K)
Filed 2026-10-07
Clear Creek Financial Management, LLC
DECREASED
Shares8,387 from 8,910
Change-523 (-6%)
Value$845.8K (-$104.9K)
Filed 2026-10-28
Lifestyle Asset Management, Inc.
DECREASED
Shares8,261 from 8,431
Change-170 (-2%)
Value$833.2K (-$66.4K)
Filed 2026-10-20
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares8,149 from 8,015
Change+134 (+2%)
Value$821.8K (-$33.4K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares7,619 from 1,908
Change+5,711 (+299%)
Value$777.8K (+$584.0K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares7,240 from 7,775
Change-535 (-7%)
Value$730.2K (-$99.4K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares7,226 from 5,349
Change+1,877 (+35%)
Value$728.7K (+$158.0K)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares6,906 from 5,410
Change+1,496 (+28%)
Value$658.5K (+$81.2K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares6,319 from 4,687
Change+1,632 (+35%)
Value$637.3K (+$137.2K)
Filed 2026-11-03
Connecticut Capital Management Group, LLC
INCREASED
Shares5,689 from 3,552
Change+2,137 (+60%)
Value$573.7K (+$194.7K)
Filed 2026-10-29
Capital Investment Counsel, LLC
INCREASED
Shares5,585 from 3,061
Change+2,524 (+82%)
Value$563.2K (+$236.6K)
Filed 2026-10-14
Stonebridge Financial Planning Group, LLC
INCREASED
Shares5,244 from 2,172
Change+3,072 (+141%)
Value$528.9K (+$297.1K)
Filed 2026-11-06
Bauman Advisory Group, LLC
INCREASED
Shares5,157 from 4,824
Change+333 (+7%)
Value$520.0K (+$5.3K)
Filed 2026-10-29
Silver OAK Securities, Incorporated
DECREASED
Shares4,668 from 28,557
Change-23,889 (-84%)
Value$342.1K (-$2.7M)
Filed 2026-11-09
Apollon Financial, LLC
NEW
Shares4,564
Change+4,564
Value$460.3K
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares4,505 from 4,700
Change-195 (-4%)
Value$454.3K (-$47.2K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares4,028
Change+4,028
Value$406.2K
Filed 2026-10-28
Everest Financial Group LLC
INCREASED
Shares3,939 from 3,489
Change+450 (+13%)
Value$397.2K (+$25.0K)
Filed 2026-11-06
Merit Financial Group, LLC
NEW
Shares3,690
Change+3,690
Value$372.2K
Filed 2026-11-06
Optima Capital LLC
INCREASED
Shares3,194 from 2,759
Change+435 (+16%)
Value$322.1K (+$27.8K)
Filed 2026-10-29
SteelPeak Wealth, LLC
INCREASED
Shares3,145 from 2,697
Change+448 (+17%)
Value$317.2K (+$29.4K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares3,009 from 2,421
Change+588 (+24%)
Value$303.5K (+$45.1K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares2,847 from 2,395
Change+452 (+19%)
Value$287.1K (+$31.6K)
Filed 2026-10-28
Pine Valley Investments Ltd Liability Co
NEW
Shares2,663
Change+2,663
Value$268.6K
Filed 2026-11-09
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,611 from 2,094
Change+517 (+25%)
Value$263.3K (+$39.9K)
Filed 2026-10-16
Integrity Alliance, Llc.
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$254.1K (-$14.7K)
Filed 2026-10-29
Lauer Wealth, LLC
NEW
Shares2,500
Change+2,500
Value$250.0K
Filed 2026-10-13
TrueWealth Advisors, LLC
INCREASED
Shares2,406 from 2,134
Change+272 (+13%)
Value$242.6K (+$14.9K)
Filed 2026-10-09
Global Retirement Partners, LLC
DECREASED
Shares2,309 from 2,393
Change-84 (-4%)
Value$232.9K (-$22.5K)
Filed 2026-11-10
WT Wealth Management
INCREASED
Shares2,281 from 1,876
Change+405 (+22%)
Value$230.1K (+$29.9K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares2,244 from 3,396
Change-1,152 (-34%)
Value$226.3K (-$136.0K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares2,130 from 2,263
Change-133 (-6%)
Value$214.8K (-$26.7K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
NEW
Shares2,046
Change+2,046
Value$206.3K
Filed 2026-10-16
Sowell Financial Services LLC
NEW
Shares2,045
Change+2,045
Value$206.2K
Filed 2026-10-23
Financial Partners Group, Inc
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$201.5K (-$11.7K)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares1,941 from 1,941
Change0 (0%)
Value$207.1K ($0)
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares1,225 from 550
Change+675 (+123%)
Value$123.5K (+$64.9K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
INCREASED
Shares1,147 from 1,105
Change+42 (+4%)
Value$115.7K (-$2.2K)
Filed 2026-10-30
Farther Finance Advisors, LLC
NEW
Shares950
Change+950
Value$95.8K
Filed 2026-10-08
Register Financial Advisors LLC
INCREASED
Shares808 from 470
Change+338 (+72%)
Value$81.5K (+$31.3K)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares790
Change+790
Value$79.7K
Filed 2026-10-09
Union Savings Bank
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$44.5K (-$2.6K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares393
Change+393
Value$39.6K
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares367 from 234
Change+133 (+57%)
Value$37.0K (+$12.0K)
Filed 2026-10-20
FMR LLC
DECREASED
Shares365 from 376
Change-11 (-3%)
Value$36.8K (-$3.3K)
Filed 2026-11-10
Fifth Third Bancorp
NEW
Shares233
Change+233
Value$23.5K
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$21.7K (-$1.3K)
Filed 2026-10-09
Chung Wu Investment Group, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$15.1K (-$877)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$13.8K (-$798)
Filed 2026-11-04
Sankala Group LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$13.7K (+$841)
Filed 2026-11-09
Hoey Investments, Inc
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$13.5K (-$784)
Filed 2026-10-29
Sunrise Financial Services, LLC
NEW
Shares100
Change+100
Value$10.1K
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
NEW
Shares100
Change+100
Value$10.1K
Filed 2026-11-02
IFG Advisory, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.6K (-$327)
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW
Shares40
Change+40
Value$4.0K
Filed 2026-10-14
Smartleaf Asset Management LLC
NEW
Shares8
Change+8
Value$806
Filed 2026-11-10
Triumph Capital Management
NEW
Shares8
Change+8
Value$807
Filed 2026-10-14
ProCore Advisors, LLC
CLOSED
Shares0 from 3,072
Change-3,072 (-100%)
Value$0 (-$327.8K)
Filed 2026-10-14
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 2,551
Change-2,551 (-100%)
Value$0 (-$272.0K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 1,884
Change-1,884 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-13
Key Capital Management, Inc
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-03
Islay Capital Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$320)
Filed 2026-10-20
Northwestern Mutual Wealth Management Co
N/A
Shares— from 440,879
Change-440,879 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 387,596
Change-387,596 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 316,173
Change-316,173 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 309,266
Change-309,266 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 180,914
Change-180,914 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 166,536
Change-166,536 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 155,772
Change-155,772 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 77,989
Change-77,989 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 61,495
Change-61,495 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 50,425
Change-50,425 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 48,074
Change-48,074 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 43,275
Change-43,275 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 40,600
Change-40,600 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 38,522
Change-38,522 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 37,811
Change-37,811 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 34,862
Change-34,862 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,750
Change-27,750 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,697
Change-23,697 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,553
Change-22,553 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,537
Change-21,537 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,371
Change-13,371 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,165
Change-10,165 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,986
Change-7,986 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,527
Change-7,527 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,951
Change-6,951 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 250
Change-250 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 215
Change-215 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 124
Change-124 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 81
Change-81 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 75
Change-75 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,574,6611,337,427+237,234+18%$142.7M$158.8M+$16.1M2026-11-06
Creative Financial Designs Inc
DECREASED254,496255,763-1,2670%$27.3M$25.7M-$1.6M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED230,378228,557+1,821+1%$24.4M$23.2K-$24.4M2026-11-02
RFG Advisory, LLC
DECREASED90,569106,244-15,675-15%$11.3M$9.1M-$2.2M2026-11-03
HBW Advisory Services LLC
INCREASED83,32970,560+12,769+18%$7.5M$8.4M+$875.0K2026-10-15
Colonial River Investments, LLC
INCREASED80,96455,041+25,923+47%$5.9M$8.2M+$2.3M2026-10-19
Western Wealth Management, LLC
INCREASED76,16970,934+5,235+7%$7.6M$7.7M+$113.0K2026-11-09
Truist Financial Corp
DECREASED55,13255,471-339-1%$5.9M$5.6M-$358.8K2026-10-30
Commonwealth Equity Services, LLC
INCREASED50,99346,781+4,212+9%$5.0M$5.1M+$151.1K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED50,25040,840+9,410+23%$4.4M$5.1M+$710.1K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED47,44240,190+7,252+18%$4.3M$4.8M+$496.3K2026-11-05
Harbour Investments, Inc.
DECREASED47,43250,240-2,808-6%$5.4M$4.8M-$571.7K2026-11-09
D.A. Davidson & Co.
INCREASED42,99633,554+9,442+28%$3.6M$4.3M+$755.9K2026-10-28
Kestra Advisory Services, LLC
INCREASED38,16037,900+260+1%$4.0M$3.8M-$195.5K2026-11-02
Independent Financial Group, LLC
INCREASED29,74628,308+1,438+5%$3.0M$3.0M-$20.5K2026-10-13
Moors & Cabot, Inc.
INCREASED20,55218,559+1,993+11%$2.0M$2.1M+$92.4K2026-11-06
Money Concepts Capital Corp
NEW19,821—+19,821——$2.0M—2026-11-06
Teamwork Financial Advisors, LLC
INCREASED17,32817,257+71+0%$1.8M$1.7M-$93.8K2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED16,45416,45400%$1.8M$1.7M-$96.3K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED13,48213,236+246+2%$1.4M$1.4M-$52.7K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED13,32013,574-254-2%$1.4M$1.3M-$31.4K2026-10-13
Mirae Asset Global Investments Co., Ltd.
NEW12,200—+12,200——$1.2M—2026-11-03
HighPoint Advisor Group LLC
INCREASED10,5192,711+7,808+288%$289.3K$1.1M+$771.6K2026-11-09
Apollon Wealth Management, LLC
INCREASED10,3736,890+3,483+51%$735.2K$1.0M+$311.0K2026-10-23
Rubicon Advisors, GP
INCREASED9,7849,557+227+2%$1.0M$986.8K-$33.0K2026-10-23
OxenFree Capital LLC
INCREASED9,5858,943+642+7%$856.7K$996.6K+$139.9K2026-10-07
Clear Creek Financial Management, LLC
DECREASED8,3878,910-523-6%$950.7K$845.8K-$104.9K2026-10-28
Lifestyle Asset Management, Inc.
DECREASED8,2618,431-170-2%$899.6K$833.2K-$66.4K2026-10-20
Fearless Solutions, LLC dba Best Invest
INCREASED8,1498,015+134+2%$855.2K$821.8K-$33.4K2026-10-14
International Assets Investment Management, LLC
INCREASED7,6191,908+5,711+299%$193.9K$777.8K+$584.0K2026-11-02
US Bancorp \de\
DECREASED7,2407,775-535-7%$829.6K$730.2K-$99.4K2026-11-05
Signature Equity Partners, LLC
INCREASED7,2265,349+1,877+35%$570.7K$728.7K+$158.0K2026-10-29
Sigma Planning Corp
INCREASED6,9065,410+1,496+28%$577.3K$658.5K+$81.2K2026-10-23
StoneX Group Inc.
INCREASED6,3194,687+1,632+35%$500.1K$637.3K+$137.2K2026-11-03
Connecticut Capital Management Group, LLC
INCREASED5,6893,552+2,137+60%$379.0K$573.7K+$194.7K2026-10-29
Capital Investment Counsel, LLC
INCREASED5,5853,061+2,524+82%$326.6K$563.2K+$236.6K2026-10-14
Stonebridge Financial Planning Group, LLC
INCREASED5,2442,172+3,072+141%$231.8K$528.9K+$297.1K2026-11-06
Bauman Advisory Group, LLC
INCREASED5,1574,824+333+7%$514.7K$520.0K+$5.3K2026-10-29
Silver OAK Securities, Incorporated
DECREASED4,66828,557-23,889-84%$3.0M$342.1K-$2.7M2026-11-09
Apollon Financial, LLC
NEW4,564—+4,564——$460.3K—2026-10-23
HUB Investment Partners, LLC
DECREASED4,5054,700-195-4%$501.5K$454.3K-$47.2K2026-11-03
Partners Wealth Management, LLC
NEW4,028—+4,028——$406.2K—2026-10-28
Everest Financial Group LLC
INCREASED3,9393,489+450+13%$372.3K$397.2K+$25.0K2026-11-06
Merit Financial Group, LLC
NEW3,690—+3,690——$372.2K—2026-11-06
Optima Capital LLC
INCREASED3,1942,759+435+16%$294.4K$322.1K+$27.8K2026-10-29
SteelPeak Wealth, LLC
INCREASED3,1452,697+448+17%$287.8K$317.2K+$29.4K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED3,0092,421+588+24%$258.3K$303.5K+$45.1K2026-10-23
MGO One Seven LLC
INCREASED2,8472,395+452+19%$255.5K$287.1K+$31.6K2026-10-28
Pine Valley Investments Ltd Liability Co
NEW2,663—+2,663——$268.6K—2026-11-09
Onyx Bridge Wealth Group LLC
INCREASED2,6112,094+517+25%$223.4K$263.3K+$39.9K2026-10-16
Integrity Alliance, Llc.
UNCHANGED2,5202,52000%$268.9K$254.1K-$14.7K2026-10-29
Lauer Wealth, LLC
NEW2,500—+2,500——$250.0K—2026-10-13
TrueWealth Advisors, LLC
INCREASED2,4062,134+272+13%$227.7K$242.6K+$14.9K2026-10-09
Global Retirement Partners, LLC
DECREASED2,3092,393-84-4%$255.3K$232.9K-$22.5K2026-11-10
WT Wealth Management
INCREASED2,2811,876+405+22%$200.2K$230.1K+$29.9K2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED2,2443,396-1,152-34%$362.4K$226.3K-$136.0K2026-11-04
IFP Advisors, Inc
DECREASED2,1302,263-133-6%$241.5K$214.8K-$26.7K2026-10-16
Y-Intercept (Hong Kong) Ltd
NEW2,046—+2,046——$206.3K—2026-10-16
Sowell Financial Services LLC
NEW2,045—+2,045——$206.2K—2026-10-23
Financial Partners Group, Inc
UNCHANGED1,9981,99800%$213.2K$201.5K-$11.7K2026-10-19
Allworth Financial LP
UNCHANGED1,9411,94100%$207.1K$207.1K$02026-11-06
Geneos Wealth Management Inc.
INCREASED1,225550+675+123%$58.7K$123.5K+$64.9K2026-11-09
Capital Investment Advisory Services, LLC
INCREASED1,1471,105+42+4%$117.9K$115.7K-$2.2K2026-10-30
Farther Finance Advisors, LLC
NEW950—+950——$95.8K—2026-10-08
Register Financial Advisors LLC
INCREASED808470+338+72%$50.1K$81.5K+$31.3K2026-10-23
GK Wealth Management LLC
NEW790—+790——$79.7K—2026-10-09
Union Savings Bank
UNCHANGED44144100%$47.1K$44.5K-$2.6K2026-10-14
Next Level Wealth Planning, LLC
NEW393—+393——$39.6K—2026-10-29
Private Trust Co NA
INCREASED367234+133+57%$25.0K$37.0K+$12.0K2026-10-20
FMR LLC
DECREASED365376-11-3%$40.1K$36.8K-$3.3K2026-11-10
Fifth Third Bancorp
NEW233—+233——$23.5K—2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED21521500%$22.9K$21.7K-$1.3K2026-10-09
Chung Wu Investment Group, LLC
UNCHANGED15015000%$16.0K$15.1K-$8772026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED13713700%$14.6K$13.8K-$7982026-11-04
Sankala Group LLC
UNCHANGED13513500%$12.8K$13.7K+$8412026-11-09
Hoey Investments, Inc
UNCHANGED13413400%$14.3K$13.5K-$7842026-10-29
Sunrise Financial Services, LLC
NEW100—+100——$10.1K—2026-10-21
Murphy & Mullick Capital Management Corp
NEW100—+100——$10.1K—2026-11-02
IFG Advisory, LLC
UNCHANGED565600%$6.0K$5.6K-$3272026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW40—+40——$4.0K—2026-10-14
Smartleaf Asset Management LLC
NEW8—+8——$806—2026-11-10
Triumph Capital Management
NEW8—+8——$807—2026-10-14
ProCore Advisors, LLC
CLOSED03,072-3,072-100%$327.8K$0-$327.8K2026-10-14
Aurora Private Wealth, Inc.
CLOSED02,551-2,551-100%$272.0K$0-$272.0K2026-10-20
Spinnaker Investment Group, LLC
CLOSED01,884-1,884-100%$201.0K$0-$201.0K2026-10-13
Key Capital Management, Inc
CLOSED043-43-100%$4.6K$0-$4.6K2026-11-03
Islay Capital Management, LLC
CLOSED03-3-100%$320$0-$3202026-10-20
Northwestern Mutual Wealth Management Co
N/A—440,879-440,879-100%$47.0M———
Jones Financial Companies Lllp
N/A—387,596-387,596-100%$39.3M———
Cetera Investment Advisers
N/A—316,173-316,173-100%$33.7M———
Raymond James Financial Inc
N/A—309,266-309,266-100%$33.0M———
Bank of America Corp
N/A—180,914-180,914-100%$19.3M———
Envestnet Asset Management Inc
N/A—166,536-166,536-100%$17.8M———
Osaic Holdings, Inc.
N/A—155,772-155,772-100%$16.6M———
MML Investors Services, LLC
N/A—77,989-77,989-100%$8.3M———
Synergy Investment Management, LLC
N/A—61,495-61,495-100%$6.6M———
Jane Street Group, LLC
N/A—60,000-60,000-100%$6.4M———
Stifel Financial Corp
N/A—50,425-50,425-100%$5.4M———
Janney Montgomery Scott LLC
N/A—48,074-48,074-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—43,275-43,275-100%$4.6M———
Royal Bank of Canada
N/A—40,600-40,600-100%$4.3M———
Stratos Wealth Advisors, LLC
N/A—38,522-38,522-100%$4.1M———
Flow Traders U.S. LLC
N/A—37,811-37,811-100%$4.0M———
Steward Partners Investment Advisory, LLC
N/A—34,862-34,862-100%$3.7M———
Natixis Advisors, LLC
N/A—27,750-27,750-100%$3.0M———
Arkadios Wealth Advisors
N/A—23,697-23,697-100%$2.5M———
Citadel Advisors LLC
N/A—22,553-22,553-100%$2.4M———
NewEdge Advisors, LLC
N/A—21,537-21,537-100%$2.3M———
Equitable Holdings, Inc.
N/A—13,371-13,371-100%$1.4M———
Cozad Asset Management Inc
N/A—10,165-10,165-100%$1.1M———
PFG Investments, LLC
N/A—7,986-7,986-100%$852.1K———
Integrated Wealth Concepts LLC
N/A—7,527-7,527-100%$803.2K———
Centaurus Financial, Inc.
N/A—7,072-7,072-100%$755.0K———
Arax Advisory Partners
N/A—6,951-6,951-100%$741.7K———
Granite Bay Wealth Management, LLC
N/A—6,495-6,495-100%$693.0K———
Brookwood Investment Group LLC
N/A—6,345-6,345-100%$677.1K———
Principal Securities, Inc.
N/A—6,100-6,100-100%$650.9K———
Private Advisor Group, LLC
N/A—6,097-6,097-100%$650.6K———
Betterment LLC
N/A—5,223-5,223-100%$557.0K———
Sanctuary Advisors, LLC
N/A—5,106-5,106-100%$544.8K———
IHT Wealth Management, LLC
N/A—5,027-5,027-100%$536.4K———
Pathstone Holdings, LLC
N/A—4,120-4,120-100%$439.6K———
Henson-Edgewater Management, LLC
N/A—4,101-4,101-100%$401.2K———
Susquehanna International Group, LLP
N/A—3,954-3,954-100%$421.9K———
Stephens Inc
N/A—3,501-3,501-100%$373.6K———
Foundations Investment Advisors, LLC
N/A—3,373-3,373-100%$359.9K———
Gateway Wealth Partners, LLC
N/A—2,685-2,685-100%$286.5K———
Pinnacle Financial Partners, Inc.
N/A—2,445-2,445-100%$260.9K———
Calton & Associates, Inc.
N/A—2,216-2,216-100%$236.5K———
Two Sigma Investments, LP
N/A—2,200-2,200-100%$234.7K———
Second Half Financial Partners, LLC
N/A—2,077-2,077-100%$221.6K———
UBS Group AG
N/A—1,195-1,195-100%$127.5K———
Morgan Stanley
N/A—1,103-1,103-100%$117.7K———
TD Capital Management LLC
N/A—811-811-100%$86.5K———
Nova Wealth Management, Inc.
N/A—484-484-100%$51.6K———
Ameritas Advisory Services, LLC
N/A—351-351-100%$37.5K———
Tripletail Wealth Management, LLC
N/A—265-265-100%$25.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—250-250-100%$26.7K———
JPMorgan Chase & Co
N/A—215-215-100%$22.3K———
BlackRock, Inc.
N/A—200-200-100%$21.3K———
RED Reef Advisors LLC
N/A—200-200-100%$21.3K———
Benson Wealth Management Inc
N/A—124-124-100%$13.2K———
Qube Research & Technologies Ltd
N/A—81-81-100%$8.6K———
HHM Wealth Advisors, LLC
N/A—79-79-100%$8.4K———
Kerr Financial Planning Corp
N/A—75-75-100%$8.0K———
Showing 145 of 145 institutions