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Pimco 0-5 Year H/Y Corp Bond (HYS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares522,377 from 531,701
Change-9,324 (-2%)
Value$47.3M (-$2.5M)
Filed 2026-10-21
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares309,776 from 314,582
Change-4,806 (-2%)
Value$28.0M (-$1.4M)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares260,802 from 243,726
Change+17,076 (+7%)
Value$23.6M (+$804.1K)
Filed 2026-10-28
RMR Wealth Builders
INCREASED
Shares254,561 from 227,955
Change+26,606 (+12%)
Value$23.0M (+$1.7M)
Filed 2026-10-22
Capital Management Associates, Inc
INCREASED
Shares162,913 from 156,854
Change+6,059 (+4%)
Value$14.7M (+$71.3K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares143,839 from 175,434
Change-31,595 (-18%)
Value$13.0M (-$3.4M)
Filed 2026-11-02
Alpine Bank Wealth Management
DECREASED
Shares99,027 from 346,430
Change-247,403 (-71%)
Value$9.0M (-$23.4M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares72,859 from 80,211
Change-7,352 (-9%)
Value$6.6K (-$7.5M)
Filed 2026-11-02
Wesbanco Bank Inc
INCREASED
Shares55,742 from 52,367
Change+3,375 (+6%)
Value$5.0M (+$146.2K)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED
Shares53,863 from 47,925
Change+5,938 (+12%)
Value$4.9M (+$391.6K)
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares51,163 from 55,385
Change-4,222 (-8%)
Value$4.6M (-$550.4K)
Filed 2026-11-03
Seamount Financial Group Inc
INCREASED
Shares50,956 from 48,596
Change+2,360 (+5%)
Value$4.6M (+$65.7K)
Filed 2026-10-21
Financial & Tax Architects, LLC
INCREASED
Shares44,599 from 43,808
Change+791 (+2%)
Value$4.0M (-$61.6K)
Filed 2026-10-15
WT Wealth Management
NEW
Shares37,243
Change+37,243
Value$3.4M
Filed 2026-10-13
Stokes Capital Advisors, LLC
DECREASED
Shares36,864 from 38,282
Change-1,418 (-4%)
Value$3.3M (-$244.7K)
Filed 2026-10-09
Friedenthal Financial
INCREASED
Shares36,651 from 31,728
Change+4,923 (+16%)
Value$3.3M (+$349.0K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares32,245 from 11,861
Change+20,384 (+172%)
Value$2.9M (+$1.8M)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
DECREASED
Shares31,586 from 32,044
Change-458 (-1%)
Value$2.9M (-$138.9K)
Filed 2026-10-26
Convergence Financial, LLC
NEW
Shares30,016
Change+30,016
Value$2.7M
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares29,504 from 29,584
Change-80 (0%)
Value$2.7M (-$97.1K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares27,565 from 18,788
Change+8,777 (+47%)
Value$2.5M (+$737.0K)
Filed 2026-11-03
Third View Private Wealth, LLC
DECREASED
Shares22,126 from 27,964
Change-5,838 (-21%)
Value$2.0M (-$613.2K)
Filed 2026-10-30
Security Financial Services, Inc.
INCREASED
Shares21,265 from 7,250
Change+14,015 (+193%)
Value$1.9M (+$1.2M)
Filed 2026-10-29
Evolution Wealth Management Inc.
INCREASED
Shares18,113 from 16,701
Change+1,412 (+8%)
Value$1.6M (+$77.0K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares17,324 from 12,608
Change+4,716 (+37%)
Value$1.6M (+$388.4K)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares17,045 from 16,336
Change+709 (+4%)
Value$1.5M (+$14.5K)
Filed 2026-10-30
Financial Partners Group, Inc
UNCHANGED
Shares15,825 from 15,825
Change0 (0%)
Value$1.4M (-$48.1K)
Filed 2026-10-19
Barden Capital Management, Inc.
INCREASED
Shares15,660 from 15,116
Change+544 (+4%)
Value$1.4M (+$3.3K)
Filed 2026-10-09
Milestone Asset Management, LLC
INCREASED
Shares15,231 from 15,200
Change+31 (+0%)
Value$1.4M (-$43.4K)
Filed 2026-10-15
RW Investment Management LLC
DECREASED
Shares14,728 from 14,782
Change-54 (0%)
Value$1.3M (-$49.8K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED
Shares14,707 from 14,707
Change0 (0%)
Value$1.3M (-$44.7K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares14,516 from 21,879
Change-7,363 (-34%)
Value$1.3M (-$725.6K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
NEW
Shares12,262
Change+12,262
Value$1.1M
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares11,597 from 11,566
Change+31 (+0%)
Value$1.0M (-$32.3K)
Filed 2026-10-16
Curtis Advisory Group, LLC
DECREASED
Shares11,321 from 11,330
Change-9 (0%)
Value$1.0M (-$35.3K)
Filed 2026-10-28
Invested Advisors
INCREASED
Shares10,673 from 10,108
Change+565 (+6%)
Value$965.7K (+$20.4K)
Filed 2026-10-23
TrustWell Financial Advisors, LLC
INCREASED
Shares10,549 from 8,837
Change+1,712 (+19%)
Value$954.5K (+$128.0K)
Filed 2026-10-15
Howard Wealth Management, LLC
INCREASED
Shares10,393 from 10,216
Change+177 (+2%)
Value$940.4K (-$15.1K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares10,155 from 18,651
Change-8,496 (-46%)
Value$918.8K (-$825.4K)
Filed 2026-11-02
Red Mountain Financial, LLC
INCREASED
Shares9,630 from 8,050
Change+1,580 (+20%)
Value$871.3K (+$118.5K)
Filed 2026-11-03
Golden Reserve Retirement LLC
DECREASED
Shares9,325 from 9,359
Change-34 (0%)
Value$843.7K (-$31.5K)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares8,925 from 9,844
Change-919 (-9%)
Value$807.5K (-$113.1K)
Filed 2026-10-27
American Capital Advisory, LLC
NEW
Shares8,640
Change+8,640
Value$781.7K
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares8,586 from 8,557
Change+29 (+0%)
Value$776.9K (-$23.4K)
Filed 2026-10-13
Basso Capital Management, L.P.
INCREASED
Shares8,500 from 3,750
Change+4,750 (+127%)
Value$769.1K (+$418.4K)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares8,216 from 8,705
Change-489 (-6%)
Value$743.4K (-$70.7K)
Filed 2026-11-05
Milestones Private Investment Advisors LLC
INCREASED
Shares8,067 from 7,874
Change+193 (+2%)
Value$729.9K (-$6.5K)
Filed 2026-10-19
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares7,875 from 9,181
Change-1,306 (-14%)
Value$712.5K (-$146.1K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares7,689 from 7,689
Change0 (0%)
Value$695.7K (-$23.4K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares7,432 from 5,155
Change+2,277 (+44%)
Value$672.4K (+$190.4K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares6,885 from 6,699
Change+186 (+3%)
Value$623.0K (-$3.5K)
Filed 2026-10-14
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares6,793 from 6,833
Change-40 (-1%)
Value$615 (-$638.4K)
Filed 2026-11-05
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares6,517 from 6,111
Change+406 (+7%)
Value$589.7K (+$18.2K)
Filed 2026-10-16
Gilman Hill Asset Management, LLC
DECREASED
Shares5,750 from 6,500
Change-750 (-12%)
Value$520.3K (-$87.6K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares5,416 from 6,255
Change-839 (-13%)
Value$490.0K (-$95.0K)
Filed 2026-11-02
Sage Rhino Capital LLC
DECREASED
Shares5,399 from 6,622
Change-1,223 (-18%)
Value$488.5K (-$130.8K)
Filed 2026-10-28
Burns J W & Co Inc
INCREASED
Shares5,375 from 4,875
Change+500 (+10%)
Value$486.3K (+$30.4K)
Filed 2026-10-20
McAdam, LLC
DECREASED
Shares5,316 from 6,653
Change-1,337 (-20%)
Value$481.0K (-$141.2K)
Filed 2026-10-21
Richardson Financial Services Inc.
DECREASED
Shares5,249 from 6,069
Change-820 (-14%)
Value$474.8K (-$92.6K)
Filed 2026-10-30
Hoxton Planning & Management, LLC
DECREASED
Shares5,164 from 5,213
Change-49 (-1%)
Value$467.2K (-$20.3K)
Filed 2026-10-15
Bellecapital International Ltd.
DECREASED
Shares5,000 from 15,959
Change-10,959 (-69%)
Value$452.4K (-$1.0M)
Filed 2026-10-21
Strategic Advocates LLC
INCREASED
Shares4,986 from 3,809
Change+1,177 (+31%)
Value$451.1K (+$94.9K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
UNCHANGED
Shares4,747 from 4,747
Change0 (0%)
Value$429.5K (-$14.4K)
Filed 2026-10-08
Helium Advisors LLC
INCREASED
Shares4,443 from 4,370
Change+73 (+2%)
Value$402.0K (-$6.7K)
Filed 2026-10-23
Reicon Wealth Advisors, LLC
INCREASED
Shares4,410 from 2,910
Change+1,500 (+52%)
Value$399.0K (+$126.9K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
INCREASED
Shares4,349 from 4,329
Change+20 (+0%)
Value$393.5K (-$11.4K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares4,144 from 4,294
Change-150 (-3%)
Value$375.0K (-$26.6K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares3,789 from 3,666
Change+123 (+3%)
Value$342.8K (-$54)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares3,766 from 3,771
Change-5 (0%)
Value$340.7K (-$11.9K)
Filed 2026-11-03
CKW Financial Group
DECREASED
Shares3,498 from 4,183
Change-685 (-16%)
Value$315 (-$388.7K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
DECREASED
Shares3,038 from 3,219
Change-181 (-6%)
Value$274.8K (-$26.2K)
Filed 2026-10-13
Seek First Inc.
INCREASED
Shares2,803 from 2,755
Change+48 (+2%)
Value$253.6K (-$4.0K)
Filed 2026-10-27
Asset One Wealth Management LLC
UNCHANGED
Shares2,724 from 2,724
Change0 (0%)
Value$246.5K (-$7.2K)
Filed 2026-11-02
Beacon Financial Advisory LLC
DECREASED
Shares2,695 from 2,944
Change-249 (-8%)
Value$243.9K (-$31.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares2,645 from 2,803
Change-158 (-6%)
Value$239.3K (-$22.9K)
Filed 2026-10-08
Pinnacle Associates LTD
UNCHANGED
Shares2,518 from 2,518
Change0 (0%)
Value$227.8K (-$7.7K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
UNCHANGED
Shares2,381 from 2,381
Change0 (0%)
Value$215.4K (-$7.2K)
Filed 2026-10-14
Fifth Third Securities, Inc.
NEW
Shares2,324
Change+2,324
Value$210.3K
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares2,319
Change+2,319
Value$214.1K
Filed 2026-11-03
Everett Harris & Co
UNCHANGED
Shares2,279 from 2,279
Change0 (0%)
Value$206.2K (-$6.9K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares2,150 from 1,584
Change+566 (+36%)
Value$194.5K (+$46.4K)
Filed 2026-10-08
Murphy & Mullick Capital Management Corp
DECREASED
Shares1,996 from 2,059
Change-63 (-3%)
Value$180.6K (-$12.0K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares1,906 from 855
Change+1,051 (+123%)
Value$172.5K (+$92.5K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares1,874 from 1,757
Change+117 (+7%)
Value$169.6K (+$5.2K)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$131.8K (-$4.4K)
Filed 2026-11-02
Redwood Park Advisors LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$113.1K (-$3.8K)
Filed 2026-11-02
Wagner Wealth Management, LLC
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$112.1K (-$3.8K)
Filed 2026-10-21
Markowski Investments
INCREASED
Shares1,139 from 1,134
Change+5 (+0%)
Value$103.0K (-$3.1K)
Filed 2026-10-30
Planning Strategies Inc.
INCREASED
Shares1,126 from 56
Change+1,070 (+1911%)
Value$101.9K (+$96.6K)
Filed 2026-10-02
Kingdom Financial Group Llc.
NEW
Shares1,038
Change+1,038
Value$93.9K
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares982 from 1,160
Change-178 (-15%)
Value$89.1K (-$19.4K)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$66.3K (-$2.2K)
Filed 2026-10-15
Financial Management Professionals, Inc.
DECREASED
Shares631 from 632
Change-1 (0%)
Value$57.1K (-$2.0K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
INCREASED
Shares546 from 539
Change+7 (+1%)
Value$49 (-$1)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$47.4K (-$1.6K)
Filed 2026-11-04
Concord Wealth Partners
NEW
Shares519
Change+519
Value$47.0K
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$42.5K (-$1.4K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares434 from 649
Change-215 (-33%)
Value$39.3K (-$21.4K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares400
Change+400
Value$36.2K
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares367 from 365
Change+2 (+1%)
Value$33.2K (-$985)
Filed 2026-11-03
Mechanics Financial Corp
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$32.3K (-$1.1K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares300 from 295
Change+5 (+2%)
Value$27.1K (-$431)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares250 from 500
Change-250 (-50%)
Value$22.6K (-$24.1K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
DECREASED
Shares215 from 268
Change-53 (-20%)
Value$19.5K (-$5.6K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares210
Change+210
Value$19.0K
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$18.9K (-$636)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares208 from 204
Change+4 (+2%)
Value$18.8K (-$312)
Filed 2026-10-28
Pacifica Partners Inc.
INCREASED
Shares204 from 201
Change+3 (+1%)
Value$18.3K (-$346)
Filed 2026-10-09
Cape Investment Advisory, Inc.
DECREASED
Shares182 from 193
Change-11 (-6%)
Value$16.5K (-$1.5K)
Filed 2026-10-13
West Financial Advisors, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$14.5K (-$487)
Filed 2026-10-22
Signature Resources Capital Management, LLC
NEW
Shares150
Change+150
Value$13.6K
Filed 2026-10-16
Coastline Trust Co
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$13.2K (-$444)
Filed 2026-10-01
Networth Advisors, LLC
DECREASED
Shares116 from 117
Change-1 (-1%)
Value$10.5K (-$490)
Filed 2026-11-03
Bank of New Hampshire
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$9.0K (-$300)
Filed 2026-10-06
Tsfg, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$8 ($0)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.9K (-$165)
Filed 2026-10-07
Blue Trust, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.2K (-$140)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares38 from 50
Change-12 (-24%)
Value$3.5K (-$1.3K)
Filed 2026-11-04
Parallel Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.8K (-$94)
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.8K (-$45)
Filed 2026-10-23
Register Financial Advisors LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.4K (-$82)
Filed 2026-10-23
Ascentis Wealth Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (-$55)
Filed 2026-11-03
Montgomery Financial Services LLC
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$1.3K (-$136)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$996 (-$33)
Filed 2026-10-09
Compass Financial Management LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$633 (-$22)
Filed 2026-10-30
Citigroup Inc
NEW
Shares1
Change+1
Value$90
Filed 2026-11-04
BAM Wealth Management, LLC
CLOSED
Shares0 from 6,284
Change-6,284 (-100%)
Value$0 (-$587.7K)
Filed 2026-10-15
Global Assets Advisory, LLC
CLOSED
Shares0 from 5,060
Change-5,060 (-100%)
Value$0 (-$470.2K)
Filed 2026-10-28
RFG Holdings, Inc.
CLOSED
Shares0 from 2,481
Change-2,481 (-100%)
Value$0 (-$232.0K)
Filed 2026-10-30
Steinberganna Wealth Management
CLOSED
Shares0 from 2,167
Change-2,167 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,937
Change-1,937 (-100%)
Value$0 (-$181.1K)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 1,835
Change-1,835 (-100%)
Value$0 (-$171.6K)
Filed 2026-10-21
Trust Co
CLOSED
Shares0 from 1,132
Change-1,132 (-100%)
Value$0 (-$105.9K)
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 643
Change-643 (-100%)
Value$0 (-$59.8K)
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 429
Change-429 (-100%)
Value$0 (-$40.1K)
Filed 2026-10-19
CX Institutional
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$15)
Filed 2026-10-02
SYM Financial Corp
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 722,783
Change-722,783 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 592,483
Change-592,483 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 380,042
Change-380,042 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 371,068
Change-371,068 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 357,262
Change-357,262 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 291,687
Change-291,687 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 218,631
Change-218,631 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 217,023
Change-217,023 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 185,109
Change-185,109 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 178,391
Change-178,391 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 176,783
Change-176,783 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 162,247
Change-162,247 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 151,165
Change-151,165 (-100%)
Value—
Man Group plc
N/A
Shares— from 139,722
Change-139,722 (-100%)
Value—
UBS Group AG
N/A
Shares— from 138,966
Change-138,966 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 131,557
Change-131,557 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 122,294
Change-122,294 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 114,761
Change-114,761 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 113,644
Change-113,644 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 99,493
Change-99,493 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 99,122
Change-99,122 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 88,619
Change-88,619 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 73,213
Change-73,213 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 69,386
Change-69,386 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 65,662
Change-65,662 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 62,411
Change-62,411 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 48,270
Change-48,270 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 43,400
Change-43,400 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 42,211
Change-42,211 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 38,758
Change-38,758 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 37,465
Change-37,465 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,041
Change-35,041 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 32,414
Change-32,414 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 32,063
Change-32,063 (-100%)
Value—
Aspen Investment Management Inc
N/A
Shares— from 28,187
Change-28,187 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,346
Change-26,346 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 26,275
Change-26,275 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 26,077
Change-26,077 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 23,033
Change-23,033 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,680
Change-20,680 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 19,807
Change-19,807 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,680
Change-19,680 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 18,956
Change-18,956 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 18,160
Change-18,160 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 16,291
Change-16,291 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,948
Change-15,948 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 15,204
Change-15,204 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 14,506
Change-14,506 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,284
Change-14,284 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,513
Change-12,513 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,805
Change-11,805 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,659
Change-11,659 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,056
Change-11,056 (-100%)
Value—
Allianz SE
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 9,925
Change-9,925 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 9,808
Change-9,808 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,734
Change-9,734 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,494
Change-9,494 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 8,841
Change-8,841 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 8,226
Change-8,226 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,025
Change-8,025 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 8,025
Change-8,025 (-100%)
Value—
&partners
N/A
Shares— from 6,978
Change-6,978 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,808
Change-5,808 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 5,258
Change-5,258 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Advisory Advocates, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 880
Change-880 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 647
Change-647 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 637
Change-637 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 551
Change-551 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 541
Change-541 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 465
Change-465 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 421
Change-421 (-100%)
Value—
FMR LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Blair William & Co
N/A
Shares— from 278
Change-278 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 174
Change-174 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 173
Change-173 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 17
Change-17 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Assetmark, Inc
DECREASED522,377531,701-9,324-2%$49.7M$47.3M-$2.5M2026-10-21
Mid-American Wealth Advisory Group, Inc.
DECREASED309,776314,582-4,806-2%$29.4M$28.0M-$1.4M2026-10-21
TD Private Client Wealth LLC
INCREASED260,802243,726+17,076+7%$22.8M$23.6M+$804.1K2026-10-28
RMR Wealth Builders
INCREASED254,561227,955+26,606+12%$21.3M$23.0M+$1.7M2026-10-22
Capital Management Associates, Inc
INCREASED162,913156,854+6,059+4%$14.7M$14.7M+$71.3K2026-10-20
Commonwealth Equity Services, LLC
DECREASED143,839175,434-31,595-18%$16.4M$13.0M-$3.4M2026-11-02
Alpine Bank Wealth Management
DECREASED99,027346,430-247,403-71%$32.4M$9.0M-$23.4M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED72,85980,211-7,352-9%$7.5M$6.6K-$7.5M2026-11-02
Wesbanco Bank Inc
INCREASED55,74252,367+3,375+6%$4.9M$5.0M+$146.2K2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED53,86347,925+5,938+12%$4.5M$4.9M+$391.6K2026-10-20
Brighton Jones LLC
DECREASED51,16355,385-4,222-8%$5.2M$4.6M-$550.4K2026-11-03
Seamount Financial Group Inc
INCREASED50,95648,596+2,360+5%$4.5M$4.6M+$65.7K2026-10-21
Financial & Tax Architects, LLC
INCREASED44,59943,808+791+2%$4.1M$4.0M-$61.6K2026-10-15
WT Wealth Management
NEW37,243—+37,243——$3.4M—2026-10-13
Stokes Capital Advisors, LLC
DECREASED36,86438,282-1,418-4%$3.6M$3.3M-$244.7K2026-10-09
Friedenthal Financial
INCREASED36,65131,728+4,923+16%$3.0M$3.3M+$349.0K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED32,24511,861+20,384+172%$1.1M$2.9M+$1.8M2026-10-30
Glass Jacobson Investment Advisors llc
DECREASED31,58632,044-458-1%$3.0M$2.9M-$138.9K2026-10-26
Convergence Financial, LLC
NEW30,016—+30,016——$2.7M—2026-10-27
Concurrent Investment Advisors, LLC
DECREASED29,50429,584-800%$2.8M$2.7M-$97.1K2026-10-16
RFG Advisory, LLC
INCREASED27,56518,788+8,777+47%$1.8M$2.5M+$737.0K2026-11-03
Third View Private Wealth, LLC
DECREASED22,12627,964-5,838-21%$2.6M$2.0M-$613.2K2026-10-30
Security Financial Services, Inc.
INCREASED21,2657,250+14,015+193%$678.0K$1.9M+$1.2M2026-10-29
Evolution Wealth Management Inc.
INCREASED18,11316,701+1,412+8%$1.6M$1.6M+$77.0K2026-10-28
IFP Advisors, Inc
INCREASED17,32412,608+4,716+37%$1.2M$1.6M+$388.4K2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED17,04516,336+709+4%$1.5M$1.5M+$14.5K2026-10-30
Financial Partners Group, Inc
UNCHANGED15,82515,82500%$1.5M$1.4M-$48.1K2026-10-19
Barden Capital Management, Inc.
INCREASED15,66015,116+544+4%$1.4M$1.4M+$3.3K2026-10-09
Milestone Asset Management, LLC
INCREASED15,23115,200+31+0%$1.4M$1.4M-$43.4K2026-10-15
RW Investment Management LLC
DECREASED14,72814,782-540%$1.4M$1.3M-$49.8K2026-11-03
Koshinski Asset Management, Inc.
UNCHANGED14,70714,70700%$1.4M$1.3M-$44.7K2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED14,51621,879-7,363-34%$2.0M$1.3M-$725.6K2026-10-13
Walkner Condon Financial Advisors LLC
NEW12,262—+12,262——$1.1M—2026-11-02
TD Waterhouse Canada Inc.
INCREASED11,59711,566+31+0%$1.1M$1.0M-$32.3K2026-10-16
Curtis Advisory Group, LLC
DECREASED11,32111,330-90%$1.1M$1.0M-$35.3K2026-10-28
Invested Advisors
INCREASED10,67310,108+565+6%$945.3K$965.7K+$20.4K2026-10-23
TrustWell Financial Advisors, LLC
INCREASED10,5498,837+1,712+19%$826.4K$954.5K+$128.0K2026-10-15
Howard Wealth Management, LLC
INCREASED10,39310,216+177+2%$955.5K$940.4K-$15.1K2026-10-28
Kestra Advisory Services, LLC
DECREASED10,15518,651-8,496-46%$1.7M$918.8K-$825.4K2026-11-02
Red Mountain Financial, LLC
INCREASED9,6308,050+1,580+20%$752.8K$871.3K+$118.5K2026-11-03
Golden Reserve Retirement LLC
DECREASED9,3259,359-340%$875.2K$843.7K-$31.5K2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED8,9259,844-919-9%$920.6K$807.5K-$113.1K2026-10-27
American Capital Advisory, LLC
NEW8,640—+8,640——$781.7K—2026-10-28
Independent Financial Group, LLC
INCREASED8,5868,557+29+0%$800.3K$776.9K-$23.4K2026-10-13
Basso Capital Management, L.P.
INCREASED8,5003,750+4,750+127%$350.7K$769.1K+$418.4K2026-10-30
Bank of New York Mellon Corp
DECREASED8,2168,705-489-6%$814.1K$743.4K-$70.7K2026-11-05
Milestones Private Investment Advisors LLC
INCREASED8,0677,874+193+2%$736.4K$729.9K-$6.5K2026-10-19
Rainey & Randall Wealth Advisors Inc.
DECREASED7,8759,181-1,306-14%$858.6K$712.5K-$146.1K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED7,6897,68900%$719.1K$695.7K-$23.4K2026-10-21
Truist Financial Corp
INCREASED7,4325,155+2,277+44%$482.1K$672.4K+$190.4K2026-10-30
Davenport & Co LLC
INCREASED6,8856,699+186+3%$626.5K$623.0K-$3.5K2026-10-14
Analyst IMS Investment Management Services Ltd.
DECREASED6,7936,833-40-1%$639.0K$615-$638.4K2026-11-05
Financial Synergies Wealth Advisors, Inc.
INCREASED6,5176,111+406+7%$571.5K$589.7K+$18.2K2026-10-16
Gilman Hill Asset Management, LLC
DECREASED5,7506,500-750-12%$607.9K$520.3K-$87.6K2026-10-13
Creative Planning
DECREASED5,4166,255-839-13%$585.0K$490.0K-$95.0K2026-11-02
Sage Rhino Capital LLC
DECREASED5,3996,622-1,223-18%$619.3K$488.5K-$130.8K2026-10-28
Burns J W & Co Inc
INCREASED5,3754,875+500+10%$455.9K$486.3K+$30.4K2026-10-20
McAdam, LLC
DECREASED5,3166,653-1,337-20%$622.2K$481.0K-$141.2K2026-10-21
Richardson Financial Services Inc.
DECREASED5,2496,069-820-14%$567.5K$474.8K-$92.6K2026-10-30
Hoxton Planning & Management, LLC
DECREASED5,1645,213-49-1%$487.5K$467.2K-$20.3K2026-10-15
Bellecapital International Ltd.
DECREASED5,00015,959-10,959-69%$1.5M$452.4K-$1.0M2026-10-21
Strategic Advocates LLC
INCREASED4,9863,809+1,177+31%$356.2K$451.1K+$94.9K2026-11-03
Valeo Financial Advisors, LLC
UNCHANGED4,7474,74700%$443.9K$429.5K-$14.4K2026-10-08
Helium Advisors LLC
INCREASED4,4434,370+73+2%$408.7K$402.0K-$6.7K2026-10-23
Reicon Wealth Advisors, LLC
INCREASED4,4102,910+1,500+52%$272.1K$399.0K+$126.9K2026-11-04
Tcfg Investment Advisors, LLC
INCREASED4,3494,329+20+0%$404.8K$393.5K-$11.4K2026-10-20
Sigma Planning Corp
DECREASED4,1444,294-150-3%$401.6K$375.0K-$26.6K2026-10-23
PFG Advisors
INCREASED3,7893,666+123+3%$342.8K$342.8K-$542026-10-16
Advisor OS, LLC
DECREASED3,7663,771-50%$352.7K$340.7K-$11.9K2026-11-03
CKW Financial Group
DECREASED3,4984,183-685-16%$389.0K$315-$388.7K2026-10-29
Signal Advisors Wealth, LLC
DECREASED3,0383,219-181-6%$301.0K$274.8K-$26.2K2026-10-13
Seek First Inc.
INCREASED2,8032,755+48+2%$257.7K$253.6K-$4.0K2026-10-27
Asset One Wealth Management LLC
UNCHANGED2,7242,72400%$253.7K$246.5K-$7.2K2026-11-02
Beacon Financial Advisory LLC
DECREASED2,6952,944-249-8%$275.3K$243.9K-$31.4K2026-10-16
Farther Finance Advisors, LLC
DECREASED2,6452,803-158-6%$262.2K$239.3K-$22.9K2026-10-08
Pinnacle Associates LTD
UNCHANGED2,5182,51800%$235.5K$227.8K-$7.7K2026-10-20
Tempus Wealth Planning, LLC
UNCHANGED2,3812,38100%$222.7K$215.4K-$7.2K2026-10-14
Fifth Third Securities, Inc.
NEW2,324—+2,324——$210.3K—2026-10-21
StoneX Group Inc.
NEW2,319—+2,319——$214.1K—2026-11-03
Everett Harris & Co
UNCHANGED2,2792,27900%$213.1K$206.2K-$6.9K2026-10-28
CoreCap Advisors, LLC
INCREASED2,1501,584+566+36%$148.1K$194.5K+$46.4K2026-10-08
Murphy & Mullick Capital Management Corp
DECREASED1,9962,059-63-3%$192.6K$180.6K-$12.0K2026-11-02
Rossby Financial, LCC
INCREASED1,906855+1,051+123%$80.0K$172.5K+$92.5K2026-11-05
Lloyd Advisory Services, Llc.
INCREASED1,8741,757+117+7%$164.3K$169.6K+$5.2K2026-11-02
Key FInancial Inc
UNCHANGED1,4571,45700%$136.3K$131.8K-$4.4K2026-11-02
Redwood Park Advisors LLC
UNCHANGED1,2501,25000%$116.9K$113.1K-$3.8K2026-11-02
Wagner Wealth Management, LLC
UNCHANGED1,2391,23900%$115.9K$112.1K-$3.8K2026-10-21
Markowski Investments
INCREASED1,1391,134+5+0%$106.1K$103.0K-$3.1K2026-10-30
Planning Strategies Inc.
INCREASED1,12656+1,070+1911%$5.2K$101.9K+$96.6K2026-10-02
Kingdom Financial Group Llc.
NEW1,038—+1,038——$93.9K—2026-11-04
Capital Investment Advisory Services, LLC
DECREASED9821,160-178-15%$108.5K$89.1K-$19.4K2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED73373300%$68.6K$66.3K-$2.2K2026-10-15
Financial Management Professionals, Inc.
DECREASED631632-10%$59.1K$57.1K-$2.0K2026-10-23
Capital Advisors, Ltd. LLC
INCREASED546539+7+1%$50$49-$12026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED52452400%$49.0K$47.4K-$1.6K2026-11-04
Concord Wealth Partners
NEW519—+519——$47.0K—2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED47047000%$44.0K$42.5K-$1.4K2026-10-16
Lanark Financial, Inc.
DECREASED434649-215-33%$60.7K$39.3K-$21.4K2026-10-26
Ascentis Independent Advisors
NEW400—+400——$36.2K—2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED367365+2+1%$34.2K$33.2K-$9852026-11-03
Mechanics Financial Corp
UNCHANGED35735700%$33.4K$32.3K-$1.1K2026-11-05
Creative Financial Designs Inc
INCREASED300295+5+2%$27.6K$27.1K-$4312026-11-04
Kelleher Financial Advisors
DECREASED250500-250-50%$46.8K$22.6K-$24.1K2026-10-30
Tounjian Advisory Partners, LLC
DECREASED215268-53-20%$25.1K$19.5K-$5.6K2026-11-04
Latitude Advisors, LLC
NEW210—+210——$19.0K—2026-10-27
First Bancorp, Inc
UNCHANGED20920900%$19.5K$18.9K-$6362026-10-26
Buck Wealth Strategies, LLC
INCREASED208204+4+2%$19.1K$18.8K-$3122026-10-28
Pacifica Partners Inc.
INCREASED204201+3+1%$18.6K$18.3K-$3462026-10-09
Cape Investment Advisory, Inc.
DECREASED182193-11-6%$18.0K$16.5K-$1.5K2026-10-13
West Financial Advisors, LLC
UNCHANGED16016000%$15.0K$14.5K-$4872026-10-22
Signature Resources Capital Management, LLC
NEW150—+150——$13.6K—2026-10-16
Coastline Trust Co
UNCHANGED14614600%$13.7K$13.2K-$4442026-10-01
Networth Advisors, LLC
DECREASED116117-1-1%$10.9K$10.5K-$4902026-11-03
Bank of New Hampshire
UNCHANGED999900%$9.3K$9.0K-$3002026-10-06
Tsfg, LLC
UNCHANGED848400%$8$8$02026-10-23
Elevation Wealth Partners, LLC
UNCHANGED545400%$5.1K$4.9K-$1652026-10-07
Blue Trust, Inc.
UNCHANGED464600%$4.3K$4.2K-$1402026-10-15
Elevated Capital Advisors, LLC
DECREASED3850-12-24%$4.7K$3.5K-$1.3K2026-11-04
Parallel Advisors, LLC
UNCHANGED313100%$2.9K$2.8K-$942026-11-03
Signaturefd, LLC
UNCHANGED313100%$2.9K$2.8K-$452026-10-23
Register Financial Advisors LLC
UNCHANGED272700%$2.5K$2.4K-$822026-10-23
Ascentis Wealth Management, LLC
UNCHANGED181800%$1.7K$1.6K-$552026-11-03
Montgomery Financial Services LLC
DECREASED1415-1-7%$1.4K$1.3K-$1362026-11-03
Gilpin Wealth Management, LLC
UNCHANGED111100%$1.0K$996-$332026-10-09
Compass Financial Management LLC
UNCHANGED7700%$655$633-$222026-10-30
Citigroup Inc
NEW1—+1——$90—2026-11-04
BAM Wealth Management, LLC
CLOSED06,284-6,284-100%$587.7K$0-$587.7K2026-10-15
Global Assets Advisory, LLC
CLOSED05,060-5,060-100%$470.2K$0-$470.2K2026-10-28
RFG Holdings, Inc.
CLOSED02,481-2,481-100%$232.0K$0-$232.0K2026-10-30
Steinberganna Wealth Management
CLOSED02,167-2,167-100%$202.6K$0-$202.6K2026-10-23
AdvisorNet Financial, Inc
CLOSED01,937-1,937-100%$181.1K$0-$181.1K2026-10-15
NBT Bank, N.A.
CLOSED01,835-1,835-100%$171.6K$0-$171.6K2026-10-21
Trust Co
CLOSED01,132-1,132-100%$105.9K$0-$105.9K2026-10-09
International Assets Investment Management, LLC
CLOSED0643-643-100%$59.8K$0-$59.8K2026-11-02
Investment Research & Advisory Group, Inc.
CLOSED0429-429-100%$40.1K$0-$40.1K2026-10-19
CX Institutional
CLOSED0161-161-100%$15$0-$152026-10-02
SYM Financial Corp
CLOSED029-29-100%$2.7K$0-$2.7K2026-10-26
Commonwealth Retirement Investments LLC
CLOSED000—$0$0$02026-10-26
Morgan Stanley
N/A—722,783-722,783-100%$67.6M———
Envestnet Asset Management Inc
N/A—592,483-592,483-100%$55.4M———
OneDigital Investment Advisors LLC
N/A—380,042-380,042-100%$35.5M———
LPL Financial LLC
N/A—371,068-371,068-100%$34.7M———
PNC Financial Services Group, Inc.
N/A—357,262-357,262-100%$33.4M———
Cetera Investment Advisers
N/A—291,687-291,687-100%$27.3M———
Bank of America Corp
N/A—218,631-218,631-100%$20.4M———
Royal Bank of Canada
N/A—217,023-217,023-100%$20.3M———
Bleakley Financial Group, LLC
N/A—185,109-185,109-100%$17.3M———
Condor Capital Management
N/A—178,391-178,391-100%$16.7M———
CreativeOne Wealth, LLC
N/A—176,783-176,783-100%$16.5M———
Wells Fargo & Company
N/A—162,247-162,247-100%$15.2M———
Raymond James Financial Inc
N/A—151,165-151,165-100%$14.1M———
Man Group plc
N/A—139,722-139,722-100%$13.1M———
UBS Group AG
N/A—138,966-138,966-100%$13.0M———
Ameriprise Financial Inc
N/A—131,557-131,557-100%$12.3M———
Osaic Holdings, Inc.
N/A—122,294-122,294-100%$11.4M———
Beacon Pointe Advisors, LLC
N/A—114,761-114,761-100%$10.7M———
Jones Financial Companies Lllp
N/A—113,644-113,644-100%$10.6M———
NewEdge Advisors, LLC
N/A—99,493-99,493-100%$9.3M———
Allianz Asset Management GmbH
N/A—99,122-99,122-100%$9.3M———
Stratos Wealth Partners, Ltd.
N/A—88,619-88,619-100%$8.3M———
One Capital Management, LLC
N/A—73,213-73,213-100%$6.8M———
Focus Partners Wealth
N/A—69,386-69,386-100%$6.5M———
Savant Capital, LLC
N/A—65,662-65,662-100%$6.1M———
Stifel Financial Corp
N/A—62,411-62,411-100%$5.8M———
Larch Capital Partners LLC
N/A—48,270-48,270-100%$4.5M———
BHK Investment Advisors, LLC
N/A—43,400-43,400-100%$4.1M———
Mercer Global Advisors Inc
N/A—42,211-42,211-100%$3.9M———
Huntington National Bank
N/A—38,758-38,758-100%$3.6M———
NewSquare Capital LLC
N/A—37,465-37,465-100%$3.5M———
MML Investors Services, LLC
N/A—35,041-35,041-100%$3.3M———
Mutual Advisors, LLC
N/A—32,414-32,414-100%$3.0M———
Wealthspire Retirement, LLC
N/A—32,063-32,063-100%$3.0M———
Aspen Investment Management Inc
N/A—28,187-28,187-100%$2.6K———
Advisory Services Network, LLC
N/A—26,346-26,346-100%$2.5M———
Cerity Partners LLC
N/A—26,275-26,275-100%$2.5M———
Janney Montgomery Scott LLC
N/A—26,077-26,077-100%$2.4M———
Precision Wealth Strategies, LLC
N/A—23,033-23,033-100%$2.2M———
Arkadios Wealth Advisors
N/A—20,680-20,680-100%$1.9M———
Merit Financial Group, LLC
N/A—19,807-19,807-100%$1.9M———
CIBC Bancorp USA Inc.
N/A—19,680-19,680-100%$1.8M———
Ducere Wealth Management LLC
N/A—18,956-18,956-100%$1.8M———
Wayfinding Financial, LLC
N/A—18,160-18,160-100%$1.7M———
Authentikos Wealth Advisory, LLC
N/A—16,291-16,291-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—15,948-15,948-100%$1.5M———
Valmark Advisers, Inc.
N/A—15,204-15,204-100%$1.4M———
PAX Financial Group, LLC
N/A—14,506-14,506-100%$1.4M———
Gotham Asset Management, LLC
N/A—14,284-14,284-100%$1.3M———
Great Valley Advisor Group, Inc.
N/A—12,513-12,513-100%$1.2M———
GeoWealth Management, LLC
N/A—11,805-11,805-100%$1.1M———
AE Wealth Management LLC
N/A—11,659-11,659-100%$1.1M———
IFG Advisory, LLC
N/A—11,056-11,056-100%$1.0M———
Allianz SE
N/A—9,977-9,977-100%$933.0K———
Hillsdale Investment Management Inc.
N/A—9,925-9,925-100%$928.2K———
Viawealth, LLC
N/A—9,812-9,812-100%$917.7K———
Kane Investment Management, Inc.
N/A—9,808-9,808-100%$917.2K———
Global Retirement Partners, LLC
N/A—9,734-9,734-100%$910.3K———
JPMorgan Chase & Co
N/A—9,494-9,494-100%$887.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—8,890-8,890-100%$831.4K———
Compass Financial Group, Inc.
N/A—8,841-8,841-100%$826.8K———
Compound Planning, Inc.
N/A—8,784-8,784-100%$821.5K———
Jane Street Group, LLC
N/A—8,695-8,695-100%$813.2K———
Kingsview Wealth Management, LLC
N/A—8,330-8,330-100%$779.1K———
Peapack Gladstone Financial Corp
N/A—8,226-8,226-100%$769.0K———
World Investment Advisors
N/A—8,025-8,025-100%$748.8K———
Wealth Advisors of Tampa Bay, LLC
N/A—8,025-8,025-100%$750.5K———
&partners
N/A—6,978-6,978-100%$654.3K———
Snowden Capital Advisors LLC
N/A—6,795-6,795-100%$635.5K———
Integrated Wealth Concepts LLC
N/A—6,758-6,758-100%$632.0K———
Argent Trust Co
N/A—6,525-6,525-100%$610.2K———
North Dallas Bank & Trust Co
N/A—6,119-6,119-100%$572.2K———
AQR Capital Management LLC
N/A—5,808-5,808-100%$543.2K———
US Bancorp \de\
N/A—5,411-5,411-100%$506.0K———
Osterweis Capital Management Inc
N/A—5,370-5,370-100%$502.2K———
Opus Financial Solutions LLC
N/A—5,258-5,258-100%$491.7K———
Intellectus Partners, LLC
N/A—5,230-5,230-100%$489.1K———
Strategic Financial Concepts, LLC
N/A—5,147-5,147-100%$481.3K———
Valor Advisors LLC
N/A—5,016-5,016-100%$469.1K———
Concord Investment Counsel Inc.
N/A—4,770-4,770-100%$446.1K———
Level Four Advisory Services, LLC
N/A—4,752-4,752-100%$444.4K———
Pathstone Holdings, LLC
N/A—4,687-4,687-100%$438.3K———
Advisory Advocates, LLC
N/A—4,481-4,481-100%$419.1K———
HighTower Advisors, LLC
N/A—4,356-4,356-100%$407.4K———
Gateway Wealth Partners, LLC
N/A—4,260-4,260-100%$398.4K———
Jefferies Financial Group Inc.
N/A—4,252-4,252-100%$397.6K———
Kovack Advisors, Inc.
N/A—3,548-3,548-100%$329.9K———
Roundview Capital LLC
N/A—3,520-3,520-100%$329.2K———
Fifth Third Bancorp
N/A—3,316-3,316-100%$310.1K———
Regal Investment Advisors LLC
N/A—3,281-3,281-100%$306.8K———
Stonebridge Financial Planning Group, LLC
N/A—3,163-3,163-100%$295.8K———
Ameritas Advisory Services, LLC
N/A—3,046-3,046-100%$284.9K———
Rollins Financial Advisors, LLC
N/A—3,010-3,010-100%$281.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,008-3,008-100%$281.0K———
Rockefeller Capital Management L.P.
N/A—2,819-2,819-100%$263.7K———
Captrust Financial Advisors
N/A—2,672-2,672-100%$249.9K———
Sanctuary Advisors, LLC
N/A—2,664-2,664-100%$249.1K———
Private Advisor Group, LLC
N/A—2,517-2,517-100%$235.4K———
National Bank of Canada
N/A—2,436-2,436-100%$227.7K———
Savvy Advisors, Inc.
N/A—2,418-2,418-100%$226.1K———
United Capital Financial Advisors, LLC
N/A—2,394-2,394-100%$223.7K———
RiverFront Investment Group, LLC
N/A—2,315-2,315-100%$216.5K———
Element Wealth, LLC
N/A—2,179-2,179-100%$203.8K———
Wealthgarden F.S. LLC
N/A—2,177-2,177-100%$203.6K———
Fort Point Capital Partners LLC
N/A—2,164-2,164-100%$202.4K———
Mariner, LLC
N/A—2,145-2,145-100%$200.6K———
Yukon Wealth Management, Inc.
N/A—2,143-2,143-100%$200.4K———
Centaurus Financial, Inc.
N/A—2,112-2,112-100%$197.0K———
Arax Advisory Partners
N/A—1,735-1,735-100%$162.2K———
SHP Wealth Management
N/A—1,694-1,694-100%$158.5K———
Rialto Wealth Management, LLC
N/A—1,611-1,611-100%$150.7K———
Bessemer Group Inc
N/A—1,500-1,500-100%$140.0K———
Aptus Capital Advisors, LLC
N/A—1,499-1,499-100%$140.2K———
Bank of Montreal
N/A—1,370-1,370-100%$128.1K———
Strategic Wealth Partners, Ltd.
N/A—1,286-1,286-100%$120.3K———
Allworth Financial LP
N/A—1,251-1,251-100%$117.0K———
Cardiff Park Advisors, LLC
N/A—1,230-1,230-100%$115.0K———
Tower Research Capital LLC (TRC)
N/A—1,221-1,221-100%$114.2K———
Qube Research & Technologies Ltd
N/A—1,189-1,189-100%$111.2K———
Wellington-Altus USA Inc.
N/A—880-880-100%$82.1K———
Continuum Advisory, LLC
N/A—837-837-100%$78.3K———
Whittier Trust Co
N/A—647-647-100%$60.3K———
Harbour Investments, Inc.
N/A—637-637-100%$59.6K———
TD Capital Management LLC
N/A—630-630-100%$58.9K———
Johnson Financial Group, Inc.
N/A—551-551-100%$51.5K———
Silver OAK Securities, Incorporated
N/A—541-541-100%$50.6K———
Dogwood Wealth Management LLC
N/A—490-490-100%$45.8K———
Fiduciary Financial Advisors
N/A—465-465-100%$43.5K———
Regatta Research & Money Management
N/A—421-421-100%$39.4K———
FMR LLC
N/A—393-393-100%$36.7K———
Nalls Sherbakoff Group, LLC
N/A—350-350-100%$32.7K———
Steward Partners Investment Advisory, LLC
N/A—313-313-100%$29.3K———
South Plains Financial, Inc.
N/A—307-307-100%$28.7K———
Avalon Trust Co
N/A—300-300-100%$28.1K———
Blair William & Co
N/A—278-278-100%$26.0K———
Bellevue Asset Management, LLC
N/A—240-240-100%$22.4K———
BFC Planning, Inc.
N/A—174-174-100%$16.3K———
Federation des caisses Desjardins du Quebec
N/A—173-173-100%$16.2K———
Meramec Financial Planners, LLC
N/A—69-69-100%$6.4K———
Webster Bank, N. A.
N/A—55-55-100%$5.1K———
Russell Investments Group, Ltd.
N/A—51-51-100%$4.8K———
Smartleaf Asset Management LLC
N/A—39-39-100%$3.6K———
Ameriflex Group, Inc.
N/A—28-28-100%$2.6K———
FWL Investment Management, LLC
N/A—20-20-100%$1.9K———
Hollencrest Capital Management
N/A—17-17-100%$1.6K———
Transamerica Financial Advisors, LLC
N/A—00—$8———
Showing 284 of 284 institutions