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Procure Space ETF (UFO)

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
Shares181,328 from 161,782
Change+19,546 (+12%)
Value$7.7M (-$524.6K)
Filed 2026-11-06
Quadcap Wealth Management, LLC
INCREASED
Shares87,458 from 78,625
Change+8,833 (+11%)
Value$3.7M (-$283.1K)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares80,109 from 83,483
Change-3,374 (-4%)
Value$3.4M (-$840.2K)
Filed 2026-10-23
Lane Generational LLC
INCREASED
Shares53,738 from 34,575
Change+19,163 (+55%)
Value$2.3M (+$522.0K)
Filed 2026-11-09
WT Wealth Management
INCREASED
Shares49,353 from 41,682
Change+7,671 (+18%)
Value$2.1M (-$23.6K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares46,702 from 78,358
Change-31,656 (-40%)
Value$2.0K (-$4.0M)
Filed 2026-11-02
HighTower Advisors, LLC
INCREASED
Shares33,613 from 28,542
Change+5,071 (+18%)
Value$1.4M (-$23.9K)
Filed 2026-11-10
Truist Financial Corp
INCREASED
Shares24,939 from 12,883
Change+12,056 (+94%)
Value$1.1M (+$402.5K)
Filed 2026-10-30
Daiwa Securities Group Inc.
NEW
Shares23,300
Change+23,300
Value$985.9K
Filed 2026-10-29
PFG Advisors
NEW
Shares21,750
Change+21,750
Value$920.4K
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares13,042 from 13,128
Change-86 (-1%)
Value$551.9K (-$113.3K)
Filed 2026-11-02
Griffin Asset Management, Inc.
INCREASED
Shares11,271 from 10,871
Change+400 (+4%)
Value$476.9K (-$73.9K)
Filed 2026-10-22
Capital Investment Counsel, LLC
INCREASED
Shares10,937 from 5,323
Change+5,614 (+105%)
Value$462.8K (+$193.1K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares9,729 from 11,370
Change-1,641 (-14%)
Value$411.7K (-$164.4K)
Filed 2026-10-15
Vima LLC
INCREASED
Shares8,661 from 3,691
Change+4,970 (+135%)
Value$366.5K (+$179.5K)
Filed 2026-10-23
Redwood Family Wealth LLC
DECREASED
Shares7,976 from 8,157
Change-181 (-2%)
Value$337.5K (-$75.8K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares7,431 from 5,998
Change+1,433 (+24%)
Value$314.4K (+$10.5K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$313.1K (-$61.8K)
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares7,158
Change+7,158
Value$308.7K
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares7,047 from 7,047
Change0 (0%)
Value$357.1K ($0)
Filed 2026-11-06
Accel Wealth Management
INCREASED
Shares6,773 from 6,397
Change+376 (+6%)
Value$286.6K (-$37.5K)
Filed 2026-10-13
Primoris Wealth Advisors, LLC
DECREASED
Shares6,000 from 6,400
Change-400 (-6%)
Value$253.9K (-$70.4K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares5,581
Change+5,581
Value$236.2K
Filed 2026-10-26
MacKenzie Financial Corp
UNCHANGED
Shares5,520 from 5,520
Change0 (0%)
Value$233.6K (-$46.1K)
Filed 2026-11-02
Darden Wealth Group Inc
DECREASED
Shares5,403 from 6,386
Change-983 (-15%)
Value$228.6K (-$95.0K)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares5,359 from 13,766
Change-8,407 (-61%)
Value$226.8K (-$470.8K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares5,245 from 4,356
Change+889 (+20%)
Value$221.9K (+$1.2K)
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$97.3K (-$19.2K)
Filed 2026-11-05
Geneos Wealth Management Inc.
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$54.6K (-$10.8K)
Filed 2026-11-09
North Star Investment Management Corp.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$50.8K (-$10.0K)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares1,040
Change+1,040
Value$44.0K
Filed 2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$42.6K (-$8.3K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$42.8K (-$8.5K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares810 from 387
Change+423 (+109%)
Value$34.3K (+$14.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares722 from 843
Change-121 (-14%)
Value$30.6K (-$12.2K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares629
Change+629
Value$26.6K
Filed 2026-10-27
Mcdonald Partners LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$25.6K (-$5.0K)
Filed 2026-11-03
JTC Employer Solutions Trustee Ltd
DECREASED
Shares600 from 1,200
Change-600 (-50%)
Value$26 (-$26)
Filed 2026-11-09
Armstrong Advisory Group, Inc
INCREASED
Shares525 from 200
Change+325 (+163%)
Value$22.2K (+$12.1K)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$21.2K (-$4.2K)
Filed 2026-10-23
Evolution Wealth Management Inc.
DECREASED
Shares483 from 1,037
Change-554 (-53%)
Value$20.4K (-$32.1K)
Filed 2026-10-28
US Bancorp \de\
NEW
Shares450
Change+450
Value$19.0K
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
NEW
Shares397
Change+397
Value$16.8K
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares396
Change+396
Value$16.8K
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$16.5K (-$3.3K)
Filed 2026-11-06
Spire Wealth Management
NEW
Shares367
Change+367
Value$15.5K
Filed 2026-10-30
Y.D. More Investments Ltd
NEW
Shares330
Change+330
Value$14.0K
Filed 2026-11-02
Strive Financial Group,LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$10.2K (-$2.0K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares231 from 26,461
Change-26,230 (-99%)
Value$9.8K (-$1.3M)
Filed 2026-11-09
Financially Speaking Inc
NEW
Shares220
Change+220
Value$9.3K
Filed 2026-11-05
Caldwell Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.5K (-$1.7K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$7.2K (-$1.4K)
Filed 2026-10-27
Hurley Capital, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$4.8K (-$952)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares108 from 658
Change-550 (-84%)
Value$4.6K (-$28.8K)
Filed 2026-10-08
Blue Trust, Inc.
NEW
Shares100
Change+100
Value$4.2K
Filed 2026-10-15
Lanark Financial, Inc.
DECREASED
Shares80 from 95
Change-15 (-16%)
Value$3.4K (-$1.4K)
Filed 2026-10-26
Archer Investment Corp
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3.3K (-$644)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
NEW
Shares41
Change+41
Value$1.8K
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.6K (-$318)
Filed 2026-10-23
MV Capital Management, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.3K (-$249)
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$846 (-$167)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares13 from 1
Change+12 (+1200%)
Value$532 (+$503)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$550 (-$109)
Filed 2026-11-02
IFG Advisory, LLC
NEW
Shares11
Change+11
Value$465
Filed 2026-11-09
Acumen Wealth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$85 (-$17)
Filed 2026-11-05
Roble, Belko & Company, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-11-09
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 635,705
Change-635,705 (-100%)
Value$0 (-$32.2M)
Filed 2026-10-20
Silverleafe Capital Partners, LLC
CLOSED
Shares0 from 117,172
Change-117,172 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-02
Rockport Wealth LLC
CLOSED
Shares0 from 111,741
Change-111,741 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-03
Nwam LLC
CLOSED
Shares0 from 98,553
Change-98,553 (-100%)
Value$0 (-$5.0M)
Filed 2026-11-09
Simplex Trading, LLC
CLOSED
Shares0 from 35,914
Change-35,914 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 17,866
Change-17,866 (-100%)
Value$0 (-$905.3K)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
CLOSED
Shares0 from 14,663
Change-14,663 (-100%)
Value$0 (-$743.0K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 13,333
Change-13,333 (-100%)
Value$0 (-$675.6K)
Filed 2026-10-16
Csenge Advisory Group
CLOSED
Shares0 from 8,504
Change-8,504 (-100%)
Value$0 (-$430.9K)
Filed 2026-11-04
Asset One Wealth Management LLC
CLOSED
Shares0 from 8,494
Change-8,494 (-100%)
Value$0 (-$385.4K)
Filed 2026-11-02
Independent Financial Group, LLC
CLOSED
Shares0 from 7,345
Change-7,345 (-100%)
Value$0 (-$372.2K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 4,735
Change-4,735 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 3,741
Change-3,741 (-100%)
Value$0 (-$189.6K)
Filed 2026-10-14
Atlatl Advisers LLC
CLOSED
Shares0 from 1,558
Change-1,558 (-100%)
Value$0 (-$78.9K)
Filed 2026-10-22
MCF Advisors LLC
CLOSED
Shares0 from 652
Change-652 (-100%)
Value$0 (-$33.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 497
Change-497 (-100%)
Value$0 (-$25.2K)
Filed 2026-10-15
Belvedere Trading LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-06
Solstein Capital, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$753)
Filed 2026-11-02
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$609)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$406)
Filed 2026-10-13
Jane Street Group, LLC
N/A
Shares— from 370,176
Change-370,176 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 299,916
Change-299,916 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 244,373
Change-244,373 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 229,064
Change-229,064 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 176,809
Change-176,809 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 164,668
Change-164,668 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 132,203
Change-132,203 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 129,783
Change-129,783 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 118,678
Change-118,678 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 111,288
Change-111,288 (-100%)
Value—
UBS Group AG
N/A
Shares— from 95,514
Change-95,514 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 78,780
Change-78,780 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 74,510
Change-74,510 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 73,738
Change-73,738 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 64,150
Change-64,150 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 58,794
Change-58,794 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 57,101
Change-57,101 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 56,876
Change-56,876 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 53,296
Change-53,296 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,082
Change-31,082 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 26,872
Change-26,872 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 23,592
Change-23,592 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,511
Change-18,511 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,447
Change-18,447 (-100%)
Value—
Stephens Inc
N/A
Shares— from 17,638
Change-17,638 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 17,340
Change-17,340 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,113
Change-14,113 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,060
Change-14,060 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,316
Change-13,316 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 12,676
Change-12,676 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,637
Change-11,637 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,522
Change-11,522 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11,481
Change-11,481 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,895
Change-8,895 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 945
Change-945 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 677
Change-677 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 600
Change-600 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 444
Change-444 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 426
Change-426 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 72
Change-72 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 38
Change-38 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED181,328161,782+19,546+12%$8.2M$7.7M-$524.6K2026-11-06
Quadcap Wealth Management, LLC
INCREASED87,45878,625+8,833+11%$4.0M$3.7M-$283.1K2026-11-02
NTV Asset Management LLC
DECREASED80,10983,483-3,374-4%$4.2M$3.4M-$840.2K2026-10-23
Lane Generational LLC
INCREASED53,73834,575+19,163+55%$1.8M$2.3M+$522.0K2026-11-09
WT Wealth Management
INCREASED49,35341,682+7,671+18%$2.1M$2.1M-$23.6K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED46,70278,358-31,656-40%$4.0M$2.0K-$4.0M2026-11-02
HighTower Advisors, LLC
INCREASED33,61328,542+5,071+18%$1.4M$1.4M-$23.9K2026-11-10
Truist Financial Corp
INCREASED24,93912,883+12,056+94%$652.8K$1.1M+$402.5K2026-10-30
Daiwa Securities Group Inc.
NEW23,300—+23,300——$985.9K—2026-10-29
PFG Advisors
NEW21,750—+21,750——$920.4K—2026-10-16
Commonwealth Equity Services, LLC
DECREASED13,04213,128-86-1%$665.2K$551.9K-$113.3K2026-11-02
Griffin Asset Management, Inc.
INCREASED11,27110,871+400+4%$550.8K$476.9K-$73.9K2026-10-22
Capital Investment Counsel, LLC
INCREASED10,9375,323+5,614+105%$269.7K$462.8K+$193.1K2026-10-14
Mission Wealth Management, LP
DECREASED9,72911,370-1,641-14%$576.1K$411.7K-$164.4K2026-10-15
Vima LLC
INCREASED8,6613,691+4,970+135%$187.0K$366.5K+$179.5K2026-10-23
Redwood Family Wealth LLC
DECREASED7,9768,157-181-2%$413.3K$337.5K-$75.8K2026-10-20
Kestra Advisory Services, LLC
INCREASED7,4315,998+1,433+24%$303.9K$314.4K+$10.5K2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED7,4007,40000%$375.0K$313.1K-$61.8K2026-10-21
StoneX Group Inc.
NEW7,158—+7,158——$308.7K—2026-11-03
Allworth Financial LP
UNCHANGED7,0477,04700%$357.1K$357.1K$02026-11-06
Accel Wealth Management
INCREASED6,7736,397+376+6%$324.1K$286.6K-$37.5K2026-10-13
Primoris Wealth Advisors, LLC
DECREASED6,0006,400-400-6%$324.3K$253.9K-$70.4K2026-10-28
Leo Wealth, LLC
NEW5,581—+5,581——$236.2K—2026-10-26
MacKenzie Financial Corp
UNCHANGED5,5205,52000%$279.7K$233.6K-$46.1K2026-11-02
Darden Wealth Group Inc
DECREASED5,4036,386-983-15%$323.6K$228.6K-$95.0K2026-11-06
Oppenheimer & Co Inc
DECREASED5,35913,766-8,407-61%$697.5K$226.8K-$470.8K2026-10-26
Atria Investments, Inc
INCREASED5,2454,356+889+20%$220.7K$221.9K+$1.2K2026-10-15
Fifth Third Bancorp
UNCHANGED2,3002,30000%$116.5K$97.3K-$19.2K2026-11-05
Geneos Wealth Management Inc.
UNCHANGED1,2901,29000%$65.4K$54.6K-$10.8K2026-11-09
North Star Investment Management Corp.
UNCHANGED1,2001,20000%$60.8K$50.8K-$10.0K2026-10-27
GK Wealth Management LLC
NEW1,040—+1,040——$44.0K—2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED1,0151,01500%$51.0K$42.6K-$8.3K2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED1,0121,01200%$51.3K$42.8K-$8.5K2026-10-23
IFP Advisors, Inc
INCREASED810387+423+109%$19.6K$34.3K+$14.7K2026-10-16
CoreCap Advisors, LLC
DECREASED722843-121-14%$42.7K$30.6K-$12.2K2026-10-08
Latitude Advisors, LLC
NEW629—+629——$26.6K—2026-10-27
Mcdonald Partners LLC
UNCHANGED60460400%$30.6K$25.6K-$5.0K2026-11-03
JTC Employer Solutions Trustee Ltd
DECREASED6001,200-600-50%$52$26-$262026-11-09
Armstrong Advisory Group, Inc
INCREASED525200+325+163%$10.1K$22.2K+$12.1K2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED50050000%$25.3K$21.2K-$4.2K2026-10-23
Evolution Wealth Management Inc.
DECREASED4831,037-554-53%$52.5K$20.4K-$32.1K2026-10-28
US Bancorp \de\
NEW450—+450——$19.0K—2026-11-05
LFA - Lugano Financial Advisors SA
NEW397—+397——$16.8K—2026-11-03
Rossby Financial, LCC
NEW396—+396——$16.8K—2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED39039000%$19.8K$16.5K-$3.3K2026-11-06
Spire Wealth Management
NEW367—+367——$15.5K—2026-10-30
Y.D. More Investments Ltd
NEW330—+330——$14.0K—2026-11-02
Strive Financial Group,LLC
UNCHANGED24024000%$12.2K$10.2K-$2.0K2026-11-09
Harbour Investments, Inc.
DECREASED23126,461-26,230-99%$1.3M$9.8K-$1.3M2026-11-09
Financially Speaking Inc
NEW220—+220——$9.3K—2026-11-05
Caldwell Trust Co
UNCHANGED20020000%$10.1K$8.5K-$1.7K2026-10-30
Cassaday & Co Wealth Management LLC
UNCHANGED17017000%$8.6K$7.2K-$1.4K2026-10-27
Hurley Capital, LLC
UNCHANGED11411400%$5.8K$4.8K-$9522026-11-05
Farther Finance Advisors, LLC
DECREASED108658-550-84%$33.3K$4.6K-$28.8K2026-10-08
Blue Trust, Inc.
NEW100—+100——$4.2K—2026-10-15
Lanark Financial, Inc.
DECREASED8095-15-16%$4.8K$3.4K-$1.4K2026-10-26
Archer Investment Corp
UNCHANGED777700%$3.9K$3.3K-$6442026-11-05
Comprehensive Financial Planning, Inc.
NEW41—+41——$1.8K—2026-10-27
Financial Consulate, Inc
UNCHANGED383800%$1.9K$1.6K-$3182026-10-23
MV Capital Management, Inc.
UNCHANGED303000%$1.5K$1.3K-$2492026-10-29
Nfsg Corp
UNCHANGED202000%$1.0K$846-$1672026-10-15
Signaturefd, LLC
INCREASED131+12+1200%$29$532+$5032026-10-23
Concord Wealth Partners
UNCHANGED131300%$659$550-$1092026-11-02
IFG Advisory, LLC
NEW11—+11——$465—2026-11-09
Acumen Wealth Advisors, LLC
UNCHANGED2200%$102$85-$172026-11-05
Roble, Belko & Company, Inc
UNCHANGED2200%$0$0$02026-11-09
Parkway Wealth Management Group, LLC
CLOSED0635,705-635,705-100%$32.2M$0-$32.2M2026-10-20
Silverleafe Capital Partners, LLC
CLOSED0117,172-117,172-100%$5.9M$0-$5.9M2026-10-02
Rockport Wealth LLC
CLOSED0111,741-111,741-100%$5.7M$0-$5.7M2026-11-03
Nwam LLC
CLOSED098,553-98,553-100%$5.0M$0-$5.0M2026-11-09
Simplex Trading, LLC
CLOSED035,914-35,914-100%$1.8M$0-$1.8M2026-11-04
Kestra Private Wealth Services, LLC
CLOSED017,866-17,866-100%$905.3K$0-$905.3K2026-11-06
McKinley Carter Wealth Services, Inc.
CLOSED014,663-14,663-100%$743.0K$0-$743.0K2026-10-16
Y-Intercept (Hong Kong) Ltd
CLOSED013,333-13,333-100%$675.6K$0-$675.6K2026-10-16
Csenge Advisory Group
CLOSED08,504-8,504-100%$430.9K$0-$430.9K2026-11-04
Asset One Wealth Management LLC
CLOSED08,494-8,494-100%$385.4K$0-$385.4K2026-11-02
Independent Financial Group, LLC
CLOSED07,345-7,345-100%$372.2K$0-$372.2K2026-10-13
Wealthcare Advisory Partners LLC
CLOSED04,735-4,735-100%$239.9K$0-$239.9K2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED03,741-3,741-100%$189.6K$0-$189.6K2026-10-14
Atlatl Advisers LLC
CLOSED01,558-1,558-100%$78.9K$0-$78.9K2026-10-22
MCF Advisors LLC
CLOSED0652-652-100%$33.0K$0-$33.0K2026-10-28
AdvisorNet Financial, Inc
CLOSED0497-497-100%$25.2K$0-$25.2K2026-10-15
Belvedere Trading LLC
CLOSED0100-100-100%$5.1K$0-$5.1K2026-11-05
Institute for Wealth Management, Llc.
CLOSED045-45-100%$2.3K$0-$2.3K2026-11-06
Solstein Capital, LLC
CLOSED024-24-100%$1.2K$0-$1.2K2026-11-02
International Assets Investment Management, LLC
CLOSED015-15-100%$753$0-$7532026-11-02
New England Capital Financial Advisors LLC
CLOSED012-12-100%$609$0-$6092026-11-03
Hazlett, Burt & Watson, Inc.
CLOSED010-10-100%$1$0-$12026-11-04
Gill Capital Partners, LLC
CLOSED08-8-100%$406$0-$4062026-10-13
Jane Street Group, LLC
N/A—370,176-370,176-100%$18.8M———
D. E. Shaw & Co., Inc.
N/A—299,916-299,916-100%$15.2M———
Susquehanna International Group, LLP
N/A—244,373-244,373-100%$12.4M———
Stifel Financial Corp
N/A—229,064-229,064-100%$11.6M———
Quadrature Capital Ltd
N/A—176,809-176,809-100%$9.0M———
GTS Securities LLC
N/A—164,668-164,668-100%$8.3M———
Raymond James Financial Inc
N/A—132,203-132,203-100%$6.7M———
Morgan Stanley
N/A—129,783-129,783-100%$6.6M———
Old Mission Capital LLC
N/A—118,678-118,678-100%$6.0M———
Qube Research & Technologies Ltd
N/A—111,288-111,288-100%$5.6M———
UBS Group AG
N/A—95,514-95,514-100%$4.8M———
Bank of America Corp
N/A—78,780-78,780-100%$4.0M———
Cetera Investment Advisers
N/A—74,510-74,510-100%$3.8M———
Flow Traders U.S. LLC
N/A—73,738-73,738-100%$3.7M———
Hilton Capital Management, LLC
N/A—64,150-64,150-100%$3.3M———
National Bank of Canada
N/A—58,794-58,794-100%$3.0M———
Envestnet Asset Management Inc
N/A—57,101-57,101-100%$2.9M———
Principal Securities, Inc.
N/A—56,876-56,876-100%$2.9M———
Osaic Holdings, Inc.
N/A—53,296-53,296-100%$2.7M———
Private Advisor Group, LLC
N/A—31,082-31,082-100%$1.6M———
Optiver Holding B.V.
N/A—26,872-26,872-100%$1.4M———
Diametric Capital, LP
N/A—25,000-25,000-100%$1.3M———
Verition Fund Management LLC
N/A—23,592-23,592-100%$1.2M———
Owen LaRue, LLC
N/A—18,920-18,920-100%$958.7K———
Summit Financial, LLC
N/A—18,511-18,511-100%$938.0K———
Royal Bank of Canada
N/A—18,447-18,447-100%$935.0K———
Stephens Inc
N/A—17,638-17,638-100%$893.7K———
Harvest Investment Services, LLC
N/A—17,340-17,340-100%$878.6K———
Centaurus Financial, Inc.
N/A—14,113-14,113-100%$715.0K———
NewEdge Advisors, LLC
N/A—14,060-14,060-100%$712.4K———
Foundations Investment Advisors, LLC
N/A—13,316-13,316-100%$674.7K———
Arrowroot Family Office, LLC
N/A—12,676-12,676-100%$642.3K———
JPMorgan Chase & Co
N/A—11,781-11,781-100%$579.5K———
MML Investors Services, LLC
N/A—11,637-11,637-100%$589.6K———
Tower Research Capital LLC (TRC)
N/A—11,522-11,522-100%$583.8K———
BNP Paribas Financial Markets
N/A—11,481-11,481-100%$581.7K———
Schonfeld Strategic Advisors LLC
N/A—9,500-9,500-100%$481.4K———
Composition Wealth, LLC
N/A—8,895-8,895-100%$450.7K———
Quantum Portfolio Management LLC
N/A—8,495-8,495-100%$430.4K———
Focus Partners Wealth
N/A—8,210-8,210-100%$416.1K———
Wealth Watch Advisors, Inc
N/A—7,845-7,845-100%$397.5K———
Bramshill Investments, LLC
N/A—7,500-7,500-100%$380.0K———
Group One Trading LLC
N/A—6,905-6,905-100%$349.9K———
Janney Montgomery Scott LLC
N/A—6,699-6,699-100%$339.0K———
Index Technologies Group LLC
N/A—6,141-6,141-100%$311.2K———
Lansing Street Advisors
N/A—6,096-6,096-100%$308.9K———
Millennium Management LLC
N/A—5,779-5,779-100%$292.8K———
Leigh Baldwin & Co., LLC
N/A—5,375-5,375-100%$272.4K———
Glenmede Trust Co NA
N/A—5,100-5,100-100%$258.4K———
Innovative Asset Advisors Group, LLC
N/A—4,700-4,700-100%$238.1K———
XTX Topco Ltd
N/A—4,543-4,543-100%$230.2K———
Barometer Capital Management Inc.
N/A—4,500-4,500-100%$228.0K———
Two Sigma Securities, LLC
N/A—4,244-4,244-100%$215.0K———
Ausdal Financial Partners, Inc.
N/A—4,143-4,143-100%$209.9K———
Maridea Wealth Management LLC
N/A—3,997-3,997-100%$202.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,485-2,485-100%$125.9K———
Steward Partners Investment Advisory, LLC
N/A—2,266-2,266-100%$114.8K———
Capital Analysts, LLC
N/A—2,199-2,199-100%$111.0K———
FMR LLC
N/A—2,073-2,073-100%$105.0K———
Edmond de Rothschild Holding S.A.
N/A—1,940-1,940-100%$98.3K———
Persistent Asset Partners Ltd
N/A—1,536-1,536-100%$77.8K———
Global Retirement Partners, LLC
N/A—1,140-1,140-100%$57.8K———
Federation des caisses Desjardins du Quebec
N/A—945-945-100%$47.9K———
Banque Cantonale Vaudoise
N/A—677-677-100%$34.0K———
Ancora Advisors LLCA
N/A—600-600-100%$30.4K———
Glen Eagle Advisors, LLC
N/A—530-530-100%$26.9K———
Game Plan Financial Advisors, LLC
N/A—500-500-100%$25.3K———
Wells Fargo & Company
N/A—444-444-100%$22.5K———
Jones Financial Companies Lllp
N/A—426-426-100%$19.7K———
Ameritas Advisory Services, LLC
N/A—184-184-100%$9.3K———
Continuum Advisory, LLC
N/A—179-179-100%$9.1K———
Medallion Wealth Advisors, LLC
N/A—109-109-100%$5.5K———
Bartlett & Co. Wealth Management LLC
N/A—100-100-100%$5.1K———
HHM Wealth Advisors, LLC
N/A—85-85-100%$4.3K———
Sittner & Nelson, LLC
N/A—76-76-100%$3.9K———
Copia Wealth Management
N/A—72-72-100%$3.6K———
Strategic Wealth Partners, Ltd.
N/A—54-54-100%$2.7K———
Arax Advisory Partners
N/A—38-38-100%$1.9K———
SHP Wealth Management
N/A—25-25-100%$1.3K———
Mcguire Capital Advisors Inc
N/A—22-22-100%$1.1K———
Caitlin John, LLC
N/A—16-16-100%$811———
Jackson, Grant Investment Advisers, Inc.
N/A—16-16-100%$811———
Keating Financial Advisory Services, Inc.
N/A—11-11-100%$557———
Prestige Wealth Management Group LLC
N/A—8-8-100%$406———
BlackRock, Inc.
N/A—1-1-100%$40———
Showing 174 of 174 institutions