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PRI SPE PRE SEC Acti-Usd Inc (PREF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
INCREASED
Shares17,767,823 from 13,417,050
Change+4,350,773 (+32%)
Value$326.4M (+$70.8M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares3,402,972 from 3,227,005
Change+175,967 (+5%)
Value$62.4M (+$937.8K)
Filed 2026-11-06
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares1,161,034 from 842,806
Change+318,228 (+38%)
Value$21.3M (+$5.2M)
Filed 2026-11-06
Bensler, LLC
INCREASED
Shares1,035,017 from 927,050
Change+107,967 (+12%)
Value$19.0M (+$1.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares661,041 from 633,860
Change+27,181 (+4%)
Value$12.1M (+$89.1K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares451,818 from 397,911
Change+53,907 (+14%)
Value$8.3M (+$707.7K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares426,069 from 381,019
Change+45,050 (+12%)
Value$7.8M (+$556.1K)
Filed 2026-11-04
Focused Alpha, LLC
INCREASED
Shares298,041 from 296,734
Change+1,307 (+0%)
Value$5.5M (-$186.7K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares261,427 from 253,344
Change+8,083 (+3%)
Value$4.8M (-$31.5K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
INCREASED
Shares211,237 from 205,655
Change+5,582 (+3%)
Value$3.9M (-$43.6K)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares211,070 from 99,063
Change+112,007 (+113%)
Value$3.9M (+$2.0M)
Filed 2026-10-29
Ocean Park Asset Management, LLC
UNCHANGED
Shares192,000 from 192,000
Change0 (0%)
Value$3.5M (-$136.3K)
Filed 2026-10-21
Meadow Creek Wealth Advisors LLC
INCREASED
Shares179,401 from 175,941
Change+3,460 (+2%)
Value$3.3M (-$61.4K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares160,637 from 58,777
Change+101,860 (+173%)
Value$2.9M (+$1.8M)
Filed 2026-10-14
Creative Planning
INCREASED
Shares159,558 from 150,776
Change+8,782 (+6%)
Value$2.9M (+$54.1K)
Filed 2026-11-02
Fiduciary Alliance LLC
DECREASED
Shares156,825 from 162,452
Change-5,627 (-3%)
Value$2.9M (-$218.6K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares133,360 from 134,825
Change-1,465 (-1%)
Value$2.4M (-$122.6K)
Filed 2026-10-05
Legacy Bridge, LLC
DECREASED
Shares121,890 from 122,830
Change-940 (-1%)
Value$2.2M (-$104.5K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares112,435 from 105,218
Change+7,217 (+7%)
Value$2.1M (+$57.7K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares105,673 from 114,567
Change-8,894 (-8%)
Value$1.9M (-$244.5K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares104,109 from 104,673
Change-564 (-1%)
Value$1.9M (-$84.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares87,077 from 87,567
Change-490 (-1%)
Value$1.6M (-$71.2K)
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares84,473 from 32,243
Change+52,230 (+162%)
Value$1.6M (+$935.5K)
Filed 2026-10-15
Ibex Wealth Advisors
INCREASED
Shares82,618 from 82,375
Change+243 (+0%)
Value$1.5M (-$54.0K)
Filed 2026-11-06
Gilliland Jeter Wealth Management LLC
INCREASED
Shares81,415 from 81,138
Change+277 (+0%)
Value$1.5M (-$52.5K)
Filed 2026-10-28
Willis Johnson Wealth, Inc.
INCREASED
Shares78,868 from 76,348
Change+2,520 (+3%)
Value$1.4M (-$8.0K)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares65,359 from 60,194
Change+5,165 (+9%)
Value$1.2M (+$52.0K)
Filed 2026-10-19
Mengis Capital Management, Inc.
INCREASED
Shares63,800 from 62,600
Change+1,200 (+2%)
Value$1.2M (-$22.4K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares63,508 from 63,154
Change+354 (+1%)
Value$1.2M (-$38.3K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares58,222 from 64,728
Change-6,506 (-10%)
Value$1.1M (-$165.3K)
Filed 2026-10-16
First Citizens Financial Corp
DECREASED
Shares55,522 from 58,292
Change-2,770 (-5%)
Value$1.0M (-$92.2K)
Filed 2026-10-02
UMB Bank, n.a.
INCREASED
Shares49,884 from 32,496
Change+17,388 (+54%)
Value$915.4K (+$296.0K)
Filed 2026-11-06
Flagstar Securities, Inc
INCREASED
Shares48,881 from 48,217
Change+664 (+1%)
Value$897.0K (-$22.1K)
Filed 2026-10-15
Henderson Brothers Financial Partners, LLC
INCREASED
Shares44,261 from 39,713
Change+4,548 (+11%)
Value$812.2K (+$55.3K)
Filed 2026-11-03
Mechanics Financial Corp
INCREASED
Shares42,764 from 41,824
Change+940 (+2%)
Value$784.7K (-$12.4K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$734.0K (-$28.4K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
INCREASED
Shares36,076 from 33,237
Change+2,839 (+9%)
Value$662.0K (+$28.5K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares32,831 from 26,671
Change+6,160 (+23%)
Value$602 (-$507.4K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares20,757 from 13,763
Change+6,994 (+51%)
Value$380.9K (+$118.6K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
INCREASED
Shares20,717 from 7,940
Change+12,777 (+161%)
Value$380.2K (+$228.8K)
Filed 2026-10-21
Diversified Trust Co
UNCHANGED
Shares19,994 from 19,994
Change0 (0%)
Value$366.9K (-$14.2K)
Filed 2026-11-06
XML Financial, LLC
DECREASED
Shares19,101 from 19,406
Change-305 (-2%)
Value$350.5K (-$19.4K)
Filed 2026-10-29
Platform Technology Partners
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$348.7K (-$13.5K)
Filed 2026-11-02
Prospera Financial Services Inc
NEW
Shares17,487
Change+17,487
Value$322.1K
Filed 2026-11-04
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$302.8K (-$11.7K)
Filed 2026-11-03
Flynn Zito Capital Management, LLC
DECREASED
Shares16,398 from 16,509
Change-111 (-1%)
Value$300.9K (-$13.8K)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares15,152 from 14,152
Change+1,000 (+7%)
Value$278.0K (+$8.3K)
Filed 2026-10-26
VestGen Advisors, LLC
UNCHANGED
Shares15,032 from 15,032
Change0 (0%)
Value$275.8K (-$10.7K)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares13,932 from 13,615
Change+317 (+2%)
Value$255.7K (-$3.9K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares13,186 from 12,953
Change+233 (+2%)
Value$242.0K (-$4.9K)
Filed 2026-11-05
Catalyst Financial Partners LLC
NEW
Shares13,140
Change+13,140
Value$241.1K
Filed 2026-11-06
NBH Bank
INCREASED
Shares12,511 from 11,361
Change+1,150 (+10%)
Value$229.6K (+$13.0K)
Filed 2026-11-05
MBL Wealth, LLC
DECREASED
Shares12,500 from 16,000
Change-3,500 (-22%)
Value$229.4K (-$75.6K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares11,071 from 11,071
Change0 (0%)
Value$203.2K (-$7.9K)
Filed 2026-10-14
Sensible Money, LLC
DECREASED
Shares10,038 from 11,689
Change-1,651 (-14%)
Value$184.2K (-$38.6K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares10,038 from 11,689
Change-1,651 (-14%)
Value$184.2K (-$38.6K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares9,396 from 7,253
Change+2,143 (+30%)
Value$172.4K (+$34.2K)
Filed 2026-10-20
Kingdom Financial Group Llc.
NEW
Shares9,088
Change+9,088
Value$166.8K
Filed 2026-11-04
Whipplewood Advisors, LLC
INCREASED
Shares8,528 from 8,430
Change+98 (+1%)
Value$156.5K (-$4.2K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
NEW
Shares6,766
Change+6,766
Value$124.2K
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares6,066 from 5,956
Change+110 (+2%)
Value$111.3K (-$2.2K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$91.8K (-$3.6K)
Filed 2026-10-13
Roxbury Financial LLC
INCREASED
Shares4,050 from 4,021
Change+29 (+1%)
Value$74.3K (-$2.3K)
Filed 2026-10-01
Assetmark, Inc
INCREASED
Shares2,837 from 2,390
Change+447 (+19%)
Value$52.1K (+$6.5K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares1,942
Change+1,942
Value$35.6K
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares1,179 from 2,163
Change-984 (-45%)
Value$21.6K (-$19.6K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
DECREASED
Shares800 from 1,011
Change-211 (-21%)
Value$14.7K (-$4.6K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$9.1K (-$352)
Filed 2026-10-05
Allworth Financial LP
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$8.0K ($0)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares306 from 302
Change+4 (+1%)
Value$5.6K (-$138)
Filed 2026-11-06
Fifth Third Securities, Inc.
CLOSED
Shares0 from 11,136
Change-11,136 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-21
Centerpoint Advisors, LLC
CLOSED
Shares0 from 2,450
Change-2,450 (-100%)
Value$0 (-$47.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 446
Change-446 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 11,822,114
Change-11,822,114 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,713,331
Change-7,713,331 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,188,556
Change-7,188,556 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,565,964
Change-4,565,964 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,157,079
Change-3,157,079 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,773,798
Change-2,773,798 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,922,757
Change-1,922,757 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,900,115
Change-1,900,115 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,419,536
Change-1,419,536 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,303,346
Change-1,303,346 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,104,859
Change-1,104,859 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 614,837
Change-614,837 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 575,695
Change-575,695 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 441,919
Change-441,919 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 437,360
Change-437,360 (-100%)
Value—
Rogco, LP
N/A
Shares— from 406,720
Change-406,720 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 364,543
Change-364,543 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 341,695
Change-341,695 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 280,460
Change-280,460 (-100%)
Value—
&partners
N/A
Shares— from 264,728
Change-264,728 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 261,330
Change-261,330 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 258,990
Change-258,990 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 258,863
Change-258,863 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 205,725
Change-205,725 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 192,634
Change-192,634 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 153,792
Change-153,792 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 137,845
Change-137,845 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 132,073
Change-132,073 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 119,001
Change-119,001 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 92,218
Change-92,218 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 86,972
Change-86,972 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 71,151
Change-71,151 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 70,284
Change-70,284 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 64,553
Change-64,553 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 54,236
Change-54,236 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 49,143
Change-49,143 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 47,378
Change-47,378 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 42,084
Change-42,084 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 39,860
Change-39,860 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 38,427
Change-38,427 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 37,931
Change-37,931 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 35,653
Change-35,653 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 35,471
Change-35,471 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 32,801
Change-32,801 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 30,285
Change-30,285 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 28,254
Change-28,254 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 25,378
Change-25,378 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 23,170
Change-23,170 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,611
Change-20,611 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,062
Change-18,062 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 14,479
Change-14,479 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,288
Change-14,288 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 14,054
Change-14,054 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,049
Change-14,049 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 12,414
Change-12,414 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,111
Change-10,111 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 8,641
Change-8,641 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 341
Change-341 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 113
Change-113 (-100%)
Value—
FMR LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Status
Principal Financial Group Inc
INCREASED17,767,82313,417,050+4,350,773+32%$255.5M$326.4M+$70.8M2026-11-02
LPL Financial LLC
INCREASED3,402,9723,227,005+175,967+5%$61.5M$62.4M+$937.8K2026-11-06
Cornerstone Advisors Asset Management, LLC
INCREASED1,161,034842,806+318,228+38%$16.1M$21.3M+$5.2M2026-11-06
Bensler, LLC
INCREASED1,035,017927,050+107,967+12%$17.7M$19.0M+$1.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED661,041633,860+27,181+4%$12.0M$12.1M+$89.1K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED451,818397,911+53,907+14%$7.6M$8.3M+$707.7K2026-10-30
Daymark Wealth Partners, LLC
INCREASED426,069381,019+45,050+12%$7.3M$7.8M+$556.1K2026-11-04
Focused Alpha, LLC
INCREASED298,041296,734+1,307+0%$5.7M$5.5M-$186.7K2026-10-20
Commonwealth Equity Services, LLC
INCREASED261,427253,344+8,083+3%$4.8M$4.8M-$31.5K2026-11-02
Grey Ledge Advisors, LLC
INCREASED211,237205,655+5,582+3%$3.9M$3.9M-$43.6K2026-11-02
Investment Partners, Ltd.
INCREASED211,07099,063+112,007+113%$1.9M$3.9M+$2.0M2026-10-29
Ocean Park Asset Management, LLC
UNCHANGED192,000192,00000%$3.7M$3.5M-$136.3K2026-10-21
Meadow Creek Wealth Advisors LLC
INCREASED179,401175,941+3,460+2%$3.4M$3.3M-$61.4K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED160,63758,777+101,860+173%$1.1M$2.9M+$1.8M2026-10-14
Creative Planning
INCREASED159,558150,776+8,782+6%$2.9M$2.9M+$54.1K2026-11-02
Fiduciary Alliance LLC
DECREASED156,825162,452-5,627-3%$3.1M$2.9M-$218.6K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED133,360134,825-1,465-1%$2.6M$2.4M-$122.6K2026-10-05
Legacy Bridge, LLC
DECREASED121,890122,830-940-1%$2.3M$2.2M-$104.5K2026-10-28
Kestra Advisory Services, LLC
INCREASED112,435105,218+7,217+7%$2.0M$2.1M+$57.7K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED105,673114,567-8,894-8%$2.2M$1.9M-$244.5K2026-11-05
Fifth Third Bancorp
DECREASED104,109104,673-564-1%$2.0M$1.9M-$84.7K2026-11-05
Bank of New York Mellon Corp
DECREASED87,07787,567-490-1%$1.7M$1.6M-$71.2K2026-11-05
Activest Wealth Management
INCREASED84,47332,243+52,230+162%$614.6K$1.6M+$935.5K2026-10-15
Ibex Wealth Advisors
INCREASED82,61882,375+243+0%$1.6M$1.5M-$54.0K2026-11-06
Gilliland Jeter Wealth Management LLC
INCREASED81,41581,138+277+0%$1.5M$1.5M-$52.5K2026-10-28
Willis Johnson Wealth, Inc.
INCREASED78,86876,348+2,520+3%$1.5M$1.4M-$8.0K2026-11-03
LexAurum Advisors, LLC
INCREASED65,35960,194+5,165+9%$1.1M$1.2M+$52.0K2026-10-19
Mengis Capital Management, Inc.
INCREASED63,80062,600+1,200+2%$1.2M$1.2M-$22.4K2026-10-13
Truist Financial Corp
INCREASED63,50863,154+354+1%$1.2M$1.2M-$38.3K2026-10-30
Concurrent Investment Advisors, LLC
DECREASED58,22264,728-6,506-10%$1.2M$1.1M-$165.3K2026-10-16
First Citizens Financial Corp
DECREASED55,52258,292-2,770-5%$1.1M$1.0M-$92.2K2026-10-02
UMB Bank, n.a.
INCREASED49,88432,496+17,388+54%$619.4K$915.4K+$296.0K2026-11-06
Flagstar Securities, Inc
INCREASED48,88148,217+664+1%$919.0K$897.0K-$22.1K2026-10-15
Henderson Brothers Financial Partners, LLC
INCREASED44,26139,713+4,548+11%$756.9K$812.2K+$55.3K2026-11-03
Mechanics Financial Corp
INCREASED42,76441,824+940+2%$797.2K$784.7K-$12.4K2026-11-05
US Bancorp \de\
UNCHANGED40,00040,00000%$762.4K$734.0K-$28.4K2026-11-05
Heritage Wealth Management, Inc.
INCREASED36,07633,237+2,839+9%$633.5K$662.0K+$28.5K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED32,83126,671+6,160+23%$508.0K$602-$507.4K2026-11-02
Axxcess Wealth Management, LLC
INCREASED20,75713,763+6,994+51%$262.3K$380.9K+$118.6K2026-10-21
Pinnacle Bancorp, Inc.
INCREASED20,7177,940+12,777+161%$151.3K$380.2K+$228.8K2026-10-21
Diversified Trust Co
UNCHANGED19,99419,99400%$381.1K$366.9K-$14.2K2026-11-06
XML Financial, LLC
DECREASED19,10119,406-305-2%$369.9K$350.5K-$19.4K2026-10-29
Platform Technology Partners
UNCHANGED19,00019,00000%$362.1K$348.7K-$13.5K2026-11-02
Prospera Financial Services Inc
NEW17,487—+17,487——$322.1K—2026-11-04
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED16,50016,50000%$314.5K$302.8K-$11.7K2026-11-03
Flynn Zito Capital Management, LLC
DECREASED16,39816,509-111-1%$314.7K$300.9K-$13.8K2026-11-04
Indivisible Partners
INCREASED15,15214,152+1,000+7%$269.7K$278.0K+$8.3K2026-10-26
VestGen Advisors, LLC
UNCHANGED15,03215,03200%$286.5K$275.8K-$10.7K2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED13,93213,615+317+2%$259.5K$255.7K-$3.9K2026-11-03
Jacobi Capital Management LLC
INCREASED13,18612,953+233+2%$246.9K$242.0K-$4.9K2026-11-05
Catalyst Financial Partners LLC
NEW13,140—+13,140——$241.1K—2026-11-06
NBH Bank
INCREASED12,51111,361+1,150+10%$216.5K$229.6K+$13.0K2026-11-05
MBL Wealth, LLC
DECREASED12,50016,000-3,500-22%$305.0K$229.4K-$75.6K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED11,07111,07100%$211.0K$203.2K-$7.9K2026-10-14
Sensible Money, LLC
DECREASED10,03811,689-1,651-14%$222.8K$184.2K-$38.6K2026-10-20
Asset Dedication, LLC
DECREASED10,03811,689-1,651-14%$222.8K$184.2K-$38.6K2026-11-03
Private Trust Co NA
INCREASED9,3967,253+2,143+30%$138.2K$172.4K+$34.2K2026-10-20
Kingdom Financial Group Llc.
NEW9,088—+9,088——$166.8K—2026-11-04
Whipplewood Advisors, LLC
INCREASED8,5288,430+98+1%$160.7K$156.5K-$4.2K2026-10-20
JFS Wealth Advisors, LLC
NEW6,766—+6,766——$124.2K—2026-11-03
IFP Advisors, Inc
INCREASED6,0665,956+110+2%$113.5K$111.3K-$2.2K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED5,0005,00000%$95.3K$91.8K-$3.6K2026-10-13
Roxbury Financial LLC
INCREASED4,0504,021+29+1%$76.6K$74.3K-$2.3K2026-10-01
Assetmark, Inc
INCREASED2,8372,390+447+19%$45.6K$52.1K+$6.5K2026-10-21
UMB Private Wealth Management, LLC
NEW1,942—+1,942——$35.6K—2026-10-19
Farther Finance Advisors, LLC
DECREASED1,1792,163-984-45%$41.2K$21.6K-$19.6K2026-10-08
Cape Investment Advisory, Inc.
DECREASED8001,011-211-21%$19.3K$14.7K-$4.6K2026-10-13
Rosenberg Matthew Hamilton
UNCHANGED49549500%$9.4K$9.1K-$3522026-10-05
Allworth Financial LP
UNCHANGED42142100%$8.0K$8.0K$02026-11-06
PNC Financial Services Group, Inc.
INCREASED306302+4+1%$5.8K$5.6K-$1382026-11-06
Fifth Third Securities, Inc.
CLOSED011,136-11,136-100%$212.3K$0-$212.3K2026-10-21
Centerpoint Advisors, LLC
CLOSED02,450-2,450-100%$47.0K$0-$47.0K2026-11-05
International Assets Investment Management, LLC
CLOSED0446-446-100%$8.5K$0-$8.5K2026-11-02
AdvisorNet Financial, Inc
CLOSED0299-299-100%$5.7K$0-$5.7K2026-10-15
Bank of America Corp
N/A—11,822,114-11,822,114-100%$225.3M———
UBS Group AG
N/A—7,713,331-7,713,331-100%$147.0M———
Morgan Stanley
N/A—7,188,556-7,188,556-100%$137.0M———
Wells Fargo & Company
N/A—4,565,964-4,565,964-100%$87.0M———
Royal Bank of Canada
N/A—3,157,079-3,157,079-100%$60.2M———
IFC Advisors LLC
N/A—2,773,798-2,773,798-100%$52.9M———
Raymond James Financial Inc
N/A—1,922,757-1,922,757-100%$36.6M———
Ameriprise Financial Inc
N/A—1,900,115-1,900,115-100%$36.2M———
Principal Securities, Inc.
N/A—1,419,536-1,419,536-100%$27.1M———
Envestnet Asset Management Inc
N/A—1,303,346-1,303,346-100%$24.8M———
Permanens Capital L.P.
N/A—1,104,859-1,104,859-100%$21.1M———
Benjamin Edwards Inc
N/A—614,837-614,837-100%$11.7M———
Private Advisor Group, LLC
N/A—575,695-575,695-100%$11.0M———
Berger Financial Group, Inc
N/A—441,919-441,919-100%$8.4M———
L2 Asset Management, LLC
N/A—437,360-437,360-100%$8.3M———
Rogco, LP
N/A—406,720-406,720-100%$7.8M———
NewEdge Advisors, LLC
N/A—364,543-364,543-100%$6.9M———
Northwestern Mutual Wealth Management Co
N/A—341,695-341,695-100%$6.5M———
PSI Advisors, LLC
N/A—280,460-280,460-100%$5.3M———
&partners
N/A—264,728-264,728-100%$5.0M———
Spartan Wealth Advisory Services LLC
N/A—261,330-261,330-100%$5.0M———
Focus Partners Wealth
N/A—258,990-258,990-100%$4.9M———
Baird Financial Group, Inc.
N/A—258,863-258,863-100%$4.9M———
Rockefeller Capital Management L.P.
N/A—205,725-205,725-100%$3.9M———
JPMorgan Chase & Co
N/A—192,634-192,634-100%$3.7M———
Sanctuary Advisors, LLC
N/A—153,792-153,792-100%$2.9M———
MainStreet Investment Advisors LLC
N/A—137,845-137,845-100%$2.6M———
Insigneo Advisory Services, LLC
N/A—132,073-132,073-100%$2.5M———
Osaic Holdings, Inc.
N/A—119,001-119,001-100%$2.3M———
Stifel Financial Corp
N/A—92,218-92,218-100%$1.8M———
Dearborn Partners LLC
N/A—86,972-86,972-100%$1.7M———
MML Investors Services, LLC
N/A—71,151-71,151-100%$1.4M———
FourThought Financial Partners, LLC
N/A—70,284-70,284-100%$1.3M———
Cerity Partners LLC
N/A—64,553-64,553-100%$1.2M———
Mariner, LLC
N/A—54,236-54,236-100%$1.0M———
Valor Advisors LLC
N/A—49,143-49,143-100%$936.7K———
Essex Financial Services, Inc.
N/A—47,378-47,378-100%$903.0K———
BTG Pactual Asset Management US LLC
N/A—42,084-42,084-100%$802.1K———
Capital & Planning, LLC
N/A—39,860-39,860-100%$759.7K———
HRT Financial LP
N/A—38,427-38,427-100%$732.0K———
Arax Advisory Partners
N/A—37,931-37,931-100%$723.0K———
Smartleaf Asset Management LLC
N/A—35,653-35,653-100%$679.2K———
EP Wealth Advisors, LLC
N/A—35,471-35,471-100%$676.1K———
Coastal Bridge Advisors, LLC
N/A—32,801-32,801-100%$625.2K———
Pinnacle Financial Partners, Inc.
N/A—30,285-30,285-100%$577.2K———
Argent Trust Co
N/A—28,254-28,254-100%$538.5K———
Resurgent Financial Advisors LLC
N/A—25,378-25,378-100%$483.7K———
Schnieders Capital Management, Llc.
N/A—23,170-23,170-100%$441.6K———
Mercer Global Advisors Inc
N/A—20,611-20,611-100%$392.8K———
Stephens Inc
N/A—18,062-18,062-100%$344.3K———
Venturi Wealth Management, LLC
N/A—15,500-15,500-100%$295.4K———
Main Street Financial Solutions, LLC
N/A—14,479-14,479-100%$276.0K———
Gotham Asset Management, LLC
N/A—14,288-14,288-100%$272.3K———
Colter Lewis Investment Partners LLC
N/A—14,054-14,054-100%$267.9K———
Advisory Services Network, LLC
N/A—14,049-14,049-100%$267.8K———
South Plains Financial, Inc.
N/A—12,414-12,414-100%$236.5K———
Cetera Investment Advisers
N/A—10,957-10,957-100%$208.8K———
Fidelis Capital Partners, LLC
N/A—10,111-10,111-100%$192.7K———
Boreal Capital Management LLC
N/A—8,641-8,641-100%$164.7K———
Steward Partners Investment Advisory, LLC
N/A—3,535-3,535-100%$67.4K———
IFG Advisory, LLC
N/A—2,280-2,280-100%$43.4K———
Rothschild Investment LLC
N/A—2,100-2,100-100%$40.0K———
BFC Planning, Inc.
N/A—1,949-1,949-100%$37.1K———
Huntington National Bank
N/A—341-341-100%$6.5K———
N.E.W. Advisory Services LLC
N/A—325-325-100%$6.2K———
Ameritas Advisory Services, LLC
N/A—200-200-100%$3.8K———
Keating Financial Advisory Services, Inc.
N/A—113-113-100%$2.1K———
FMR LLC
N/A—45-45-100%$86———
Showing 142 of 142 institutions