Proshares S&P High Incom ETF (ISPY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Capital Investment Advisors, LLC

DECREASED

Shares801,326 from 825,879

Change-24,553 (-3%)

Value$38.3M (-$1.5M)

Filed 2026-10-22

Advisor OS, LLC

INCREASED

Shares198,316 from 179,938

Change+18,378 (+10%)

Value$9.5M (+$808.3K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares184,611 from 185,286

Change-675 (0%)

Value$8.8M (-$104.5K)

Filed 2026-11-02

Prosperity Financial Group, Inc.

DECREASED

Shares149,140 from 155,650

Change-6,510 (-4%)

Value$7.1M (-$371.9K)

Filed 2026-10-29

Bernardo Wealth Planning LLC

INCREASED

Shares99,298 from 53,636

Change+45,662 (+85%)

Value$4.7M (+$2.2M)

Filed 2026-10-23

Prevail Innovative Wealth Advisors, LLC

INCREASED

Shares90,370 from 71,082

Change+19,288 (+27%)

Value$4.4M (+$936.7K)

Filed 2026-10-20

Bank of New York Mellon Corp

INCREASED

Shares88,136 from 86,498

Change+1,638 (+2%)

Value$4.2M (+$44.5K)

Filed 2026-11-05

Stillwater Wealth Management Group

INCREASED

Shares45,665 from 43,689

Change+1,976 (+5%)

Value$2.2M (+$77.4K)

Filed 2026-10-21

Atria Investments, Inc

INCREASED

Shares42,533 from 39,727

Change+2,806 (+7%)

Value$2.0M (+$118.7K)

Filed 2026-10-15

Wedbush Securities Inc

DECREASED

Shares37,084 from 44,879

Change-7,795 (-17%)

Value$1.8K (-$2.2M)

Filed 2026-10-22

Accel Wealth Management

DECREASED

Shares37,037 from 37,230

Change-193 (-1%)

Value$1.8M (-$23.8K)

Filed 2026-10-13

PMG Family Office LLC

DECREASED

Shares34,356 from 39,958

Change-5,602 (-14%)

Value$1.6M (-$283.4K)

Filed 2026-10-19

Chicago Partners Investment Group LLC

INCREASED

Shares33,507 from 32,538

Change+969 (+3%)

Value$1.6M (+$52.9K)

Filed 2026-10-27

Creative Planning

DECREASED

Shares33,450 from 33,649

Change-199 (-1%)

Value$1.6M (-$22.6K)

Filed 2026-11-02

Patriot Financial Group Insurance Agency, LLC

DECREASED

Shares30,446 from 35,820

Change-5,374 (-15%)

Value$1.5M (-$270.8K)

Filed 2026-10-14

Alpine Bank Wealth Management

INCREASED

Shares25,970 from 25,897

Change+73 (+0%)

Value$1.2M (-$6.6K)

Filed 2026-10-16

BKM Wealth Management, LLC

DECREASED

Shares22,119 from 22,359

Change-240 (-1%)

Value$1.1M (-$20.2K)

Filed 2026-10-22

Private Trust Co NA

INCREASED

Shares18,568 from 18,466

Change+102 (+1%)

Value$887.6K (-$2.3K)

Filed 2026-10-20

Wealthcare Advisory Partners LLC

INCREASED

Shares18,386 from 18,237

Change+149 (+1%)

Value$878.8K (-$3)

Filed 2026-10-21

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares18,006 from 1,047,800

Change-1,029,794 (-98%)

Value$860.7K (-$49.6M)

Filed 2026-10-13

Kestra Private Wealth Services, LLC

INCREASED

Shares15,938 from 15,086

Change+852 (+6%)

Value$761.8K (+$34.9K)

Filed 2026-10-30

BOS Asset Management, LLC

INCREASED

Shares15,071 from 14,295

Change+776 (+5%)

Value$720.4K (+$31.5K)

Filed 2026-10-09

Colonial River Investments, LLC

INCREASED

Shares14,486 from 11,724

Change+2,762 (+24%)

Value$692.4K (+$127.5K)

Filed 2026-10-19

Concurrent Investment Advisors, LLC

UNCHANGED

Shares13,800 from 13,800

Change0 (0%)

Value$659.6K (-$5.4K)

Filed 2026-10-16

Sherman Wealth Management LLC

DECREASED

Shares12,891 from 12,964

Change-73 (-1%)

Value$616.2K (-$8.6K)

Filed 2026-10-16

Titleist Asset Management, LLC

DECREASED

Shares12,102 from 12,519

Change-417 (-3%)

Value$578.5K (-$24.8K)

Filed 2026-10-08

MGO One Seven LLC

INCREASED

Shares11,918 from 10,416

Change+1,502 (+14%)

Value$569.7K (+$67.7K)

Filed 2026-10-28

Kestra Advisory Services, LLC

DECREASED

Shares11,229 from 11,570

Change-341 (-3%)

Value$536.7K (-$20.8K)

Filed 2026-11-02

JBR Co Financial Management Inc

UNCHANGED

Shares10,459 from 10,459

Change0 (0%)

Value$500.9K (-$3.1K)

Filed 2026-10-13

Cap Partners, LLC

DECREASED

Shares9,705 from 10,374

Change-669 (-6%)

Value$463.9K (-$36.0K)

Filed 2026-10-19

Smith Chas P & Associates PA Cpas

UNCHANGED

Shares9,000 from 9,000

Change0 (0%)

Value$428.7K (-$5.0K)

Filed 2026-10-22

US Bancorp \de\

NEW

Shares8,700

Change+8,700

Value$415.9K

Filed 2026-11-05

James J. Burns & Company, LLC

UNCHANGED

Shares7,563 from 7,563

Change0 (0%)

Value$361.5K (-$3.0K)

Filed 2026-10-22

Maia Wealth LLC

INCREASED

Shares6,800 from 5,293

Change+1,507 (+28%)

Value$325.0K (+$70.0K)

Filed 2026-10-19

Signature Wealth Management Partners, LLC

INCREASED

Shares6,699 from 6,643

Change+56 (+1%)

Value$320.2K (+$93)

Filed 2026-10-21

Richmond Investment Services, LLC

INCREASED

Shares6,587 from 6,578

Change+9 (+0%)

Value$314.8K (-$2.1K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares6,135 from 6,125

Change+10 (+0%)

Value$293.3K (-$1.9K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares5,512 from 5,571

Change-59 (-1%)

Value$263 (-$267.7K)

Filed 2026-11-02

Signal Advisors Wealth, LLC

INCREASED

Shares5,029 from 5,014

Change+15 (+0%)

Value$240.4K (-$1.2K)

Filed 2026-10-13

Fifth Third Bancorp

UNCHANGED

Shares4,731 from 4,731

Change0 (0%)

Value$226.1K (-$1.8K)

Filed 2026-11-05

International Assets Investment Management, LLC

DECREASED

Shares4,573 from 5,148

Change-575 (-11%)

Value$217.8K (-$28.9K)

Filed 2026-11-02

Gainplan LLC

DECREASED

Shares4,546 from 4,699

Change-153 (-3%)

Value$217.3K (-$9.1K)

Filed 2026-10-09

Cornerstone Wealth Management, LLC

DECREASED

Shares4,253 from 4,945

Change-692 (-14%)

Value$203.3K (-$35.0K)

Filed 2026-11-04

Kingswood Wealth Advisors, LLC

DECREASED

Shares4,200 from 4,308

Change-108 (-3%)

Value$200.8K (-$6.8K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares2,743 from 2,476

Change+267 (+11%)

Value$131.1K (+$11.8K)

Filed 2026-10-16

Brown, Lisle Ings, Inc.

UNCHANGED

Shares2,290 from 2,290

Change0 (0%)

Value$109.5K (-$893)

Filed 2026-10-16

Murphy & Mullick Capital Management Corp

INCREASED

Shares1,857 from 1,847

Change+10 (+1%)

Value$88.8K (-$218)

Filed 2026-11-02

Essential Investment Partners LLC

UNCHANGED

Shares1,363 from 1,363

Change0 (0%)

Value$65.2K (-$532)

Filed 2026-10-27

Lanark Financial, Inc.

UNCHANGED

Shares1,187 from 1,187

Change0 (0%)

Value$56.7K (-$462)

Filed 2026-10-26

North Star Investment Management Corp.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$47.8K (-$390)

Filed 2026-10-27

CoreCap Advisors, LLC

UNCHANGED

Shares772 from 772

Change0 (0%)

Value$36.9K (-$301)

Filed 2026-10-08

Blue Trust, Inc.

NEW

Shares704

Change+704

Value$33.7K

Filed 2026-10-15

SBI Securities Co., Ltd.

DECREASED

Shares225 from 317

Change-92 (-29%)

Value$10.8K (-$4.5K)

Filed 2026-10-22

Westside Investment Management, Inc.

UNCHANGED

Shares134 from 134

Change0 (0%)

Value$6.4K (-$52)

Filed 2026-11-02

Mountain Hill Investment Partners Corp.

INCREASED

Shares16 from 10

Change+6 (+60%)

Value$748 (+$245)

Filed 2026-10-23

Woodmont Investment Counsel LLC

CLOSED

Shares0 from 11,251

Change-11,251 (-100%)

Value$0 (-$542.2K)

Filed 2026-10-29

StoneX Group Inc.

CLOSED

Shares0 from 7,807

Change-7,807 (-100%)

Value$0 (-$378.7K)

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 2,678

Change-2,678 (-100%)

Value$0 (-$129.1K)

Filed 2026-10-15

Larson Financial Group LLC

CLOSED

Shares0 from 238

Change-238 (-100%)

Value$0 (-$11.5K)

Filed 2026-11-05

Toth Financial Advisory Corp

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-08

Simplex Trading, LLC

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-04

Morgan Stanley

N/A

Shares— from 4,527,034

Change-4,527,034 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,579,691

Change-1,579,691 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,517,026

Change-1,517,026 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 1,220,228

Change-1,220,228 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,011,351

Change-1,011,351 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 709,561

Change-709,561 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 320,220

Change-320,220 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 287,723

Change-287,723 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 220,274

Change-220,274 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 193,169

Change-193,169 (-100%)

Value—

MJP Associates Inc

N/A

Shares— from 179,938

Change-179,938 (-100%)

Value—

SageGuard Financial Group, LLC

N/A

Shares— from 152,134

Change-152,134 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 146,321

Change-146,321 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 123,346

Change-123,346 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 105,259

Change-105,259 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 98,144

Change-98,144 (-100%)

Value—

Coral Wealth Management, LLC

N/A

Shares— from 95,393

Change-95,393 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 66,168

Change-66,168 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 64,369

Change-64,369 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 52,489

Change-52,489 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 46,996

Change-46,996 (-100%)

Value—

UBS Group AG

N/A

Shares— from 43,265

Change-43,265 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 41,192

Change-41,192 (-100%)

Value—

Pitti Group Wealth Management, LLC

N/A

Shares— from 38,921

Change-38,921 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 35,224

Change-35,224 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 29,041

Change-29,041 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 28,622

Change-28,622 (-100%)

Value—

Wick Capital Partners, LLC

N/A

Shares— from 28,473

Change-28,473 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 24,027

Change-24,027 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 23,761

Change-23,761 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 19,896

Change-19,896 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 15,576

Change-15,576 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 14,900

Change-14,900 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 13,608

Change-13,608 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 12,569

Change-12,569 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 12,179

Change-12,179 (-100%)

Value—

Core Wealth Advisors, Inc.

N/A

Shares— from 11,107

Change-11,107 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 10,695

Change-10,695 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 10,413

Change-10,413 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 9,616

Change-9,616 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 8,311

Change-8,311 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 8,311

Change-8,311 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,271

Change-6,271 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,189

Change-6,189 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,139

Change-6,139 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,921

Change-5,921 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 5,803

Change-5,803 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 5,730

Change-5,730 (-100%)

Value—

&partners

N/A

Shares— from 5,210

Change-5,210 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 5,171

Change-5,171 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 5,072

Change-5,072 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 5,044

Change-5,044 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 4,690

Change-4,690 (-100%)

Value—

Tulsa Wealth Advisors, Inc

N/A

Shares— from 4,565

Change-4,565 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 4,492

Change-4,492 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 2,915

Change-2,915 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,067

Change-2,067 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,445

Change-1,445 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 826

Change-826 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 761

Change-761 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 728

Change-728 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 689

Change-689 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 448

Change-448 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 115

Change-115 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 97

Change-97 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 75

Change-75 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 75

Change-75 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 0

Change0

Value—

	Status
Capital Investment Advisors, LLC	DECREASED	801,326	825,879	-24,553	-3%	$39.8M	$38.3M	-$1.5M	2026-10-22
Advisor OS, LLC	INCREASED	198,316	179,938	+18,378	+10%	$8.7M	$9.5M	+$808.3K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	184,611	185,286	-675	0%	$8.9M	$8.8M	-$104.5K	2026-11-02
Prosperity Financial Group, Inc.	DECREASED	149,140	155,650	-6,510	-4%	$7.5M	$7.1M	-$371.9K	2026-10-29
Bernardo Wealth Planning LLC	INCREASED	99,298	53,636	+45,662	+85%	$2.6M	$4.7M	+$2.2M	2026-10-23
Prevail Innovative Wealth Advisors, LLC	INCREASED	90,370	71,082	+19,288	+27%	$3.4M	$4.4M	+$936.7K	2026-10-20
Bank of New York Mellon Corp	INCREASED	88,136	86,498	+1,638	+2%	$4.2M	$4.2M	+$44.5K	2026-11-05
Stillwater Wealth Management Group	INCREASED	45,665	43,689	+1,976	+5%	$2.1M	$2.2M	+$77.4K	2026-10-21
Atria Investments, Inc	INCREASED	42,533	39,727	+2,806	+7%	$1.9M	$2.0M	+$118.7K	2026-10-15
Wedbush Securities Inc	DECREASED	37,084	44,879	-7,795	-17%	$2.2M	$1.8K	-$2.2M	2026-10-22
Accel Wealth Management	DECREASED	37,037	37,230	-193	-1%	$1.8M	$1.8M	-$23.8K	2026-10-13
PMG Family Office LLC	DECREASED	34,356	39,958	-5,602	-14%	$1.9M	$1.6M	-$283.4K	2026-10-19
Chicago Partners Investment Group LLC	INCREASED	33,507	32,538	+969	+3%	$1.5M	$1.6M	+$52.9K	2026-10-27
Creative Planning	DECREASED	33,450	33,649	-199	-1%	$1.6M	$1.6M	-$22.6K	2026-11-02
Patriot Financial Group Insurance Agency, LLC	DECREASED	30,446	35,820	-5,374	-15%	$1.7M	$1.5M	-$270.8K	2026-10-14
Alpine Bank Wealth Management	INCREASED	25,970	25,897	+73	+0%	$1.2M	$1.2M	-$6.6K	2026-10-16
BKM Wealth Management, LLC	DECREASED	22,119	22,359	-240	-1%	$1.1M	$1.1M	-$20.2K	2026-10-22
Private Trust Co NA	INCREASED	18,568	18,466	+102	+1%	$889.9K	$887.6K	-$2.3K	2026-10-20
Wealthcare Advisory Partners LLC	INCREASED	18,386	18,237	+149	+1%	$878.8K	$878.8K	-$3	2026-10-21
Hennion & Walsh Asset Management, Inc.	DECREASED	18,006	1,047,800	-1,029,794	-98%	$50.5M	$860.7K	-$49.6M	2026-10-13
Kestra Private Wealth Services, LLC	INCREASED	15,938	15,086	+852	+6%	$727.0K	$761.8K	+$34.9K	2026-10-30
BOS Asset Management, LLC	INCREASED	15,071	14,295	+776	+5%	$688.9K	$720.4K	+$31.5K	2026-10-09
Colonial River Investments, LLC	INCREASED	14,486	11,724	+2,762	+24%	$565.0K	$692.4K	+$127.5K	2026-10-19
Concurrent Investment Advisors, LLC	UNCHANGED	13,800	13,800	0	0%	$665.0K	$659.6K	-$5.4K	2026-10-16
Sherman Wealth Management LLC	DECREASED	12,891	12,964	-73	-1%	$624.7K	$616.2K	-$8.6K	2026-10-16
Titleist Asset Management, LLC	DECREASED	12,102	12,519	-417	-3%	$603.3K	$578.5K	-$24.8K	2026-10-08
MGO One Seven LLC	INCREASED	11,918	10,416	+1,502	+14%	$502.0K	$569.7K	+$67.7K	2026-10-28
Kestra Advisory Services, LLC	DECREASED	11,229	11,570	-341	-3%	$557.6K	$536.7K	-$20.8K	2026-11-02
JBR Co Financial Management Inc	UNCHANGED	10,459	10,459	0	0%	$504.0K	$500.9K	-$3.1K	2026-10-13
Cap Partners, LLC	DECREASED	9,705	10,374	-669	-6%	$499.9K	$463.9K	-$36.0K	2026-10-19
Smith Chas P & Associates PA Cpas	UNCHANGED	9,000	9,000	0	0%	$433.7K	$428.7K	-$5.0K	2026-10-22
US Bancorp \de\	NEW	8,700	—	+8,700	—	—	$415.9K	—	2026-11-05
James J. Burns & Company, LLC	UNCHANGED	7,563	7,563	0	0%	$364.5K	$361.5K	-$3.0K	2026-10-22
Maia Wealth LLC	INCREASED	6,800	5,293	+1,507	+28%	$255.1K	$325.0K	+$70.0K	2026-10-19
Signature Wealth Management Partners, LLC	INCREASED	6,699	6,643	+56	+1%	$320.1K	$320.2K	+$93	2026-10-21
Richmond Investment Services, LLC	INCREASED	6,587	6,578	+9	+0%	$317.0K	$314.8K	-$2.1K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	6,135	6,125	+10	+0%	$295.2K	$293.3K	-$1.9K	2026-10-08
Cambridge Investment Research Advisors, Inc.	DECREASED	5,512	5,571	-59	-1%	$268.0K	$263	-$267.7K	2026-11-02
Signal Advisors Wealth, LLC	INCREASED	5,029	5,014	+15	+0%	$241.6K	$240.4K	-$1.2K	2026-10-13
Fifth Third Bancorp	UNCHANGED	4,731	4,731	0	0%	$228.0K	$226.1K	-$1.8K	2026-11-05
International Assets Investment Management, LLC	DECREASED	4,573	5,148	-575	-11%	$246.7K	$217.8K	-$28.9K	2026-11-02
Gainplan LLC	DECREASED	4,546	4,699	-153	-3%	$226.4K	$217.3K	-$9.1K	2026-10-09
Cornerstone Wealth Management, LLC	DECREASED	4,253	4,945	-692	-14%	$238.3K	$203.3K	-$35.0K	2026-11-04
Kingswood Wealth Advisors, LLC	DECREASED	4,200	4,308	-108	-3%	$207.6K	$200.8K	-$6.8K	2026-10-23
IFP Advisors, Inc	INCREASED	2,743	2,476	+267	+11%	$119.3K	$131.1K	+$11.8K	2026-10-16
Brown, Lisle Ings, Inc.	UNCHANGED	2,290	2,290	0	0%	$110.4K	$109.5K	-$893	2026-10-16
Murphy & Mullick Capital Management Corp	INCREASED	1,857	1,847	+10	+1%	$89.0K	$88.8K	-$218	2026-11-02
Essential Investment Partners LLC	UNCHANGED	1,363	1,363	0	0%	$65.7K	$65.2K	-$532	2026-10-27
Lanark Financial, Inc.	UNCHANGED	1,187	1,187	0	0%	$57.2K	$56.7K	-$462	2026-10-26
North Star Investment Management Corp.	UNCHANGED	1,000	1,000	0	0%	$48.2K	$47.8K	-$390	2026-10-27
CoreCap Advisors, LLC	UNCHANGED	772	772	0	0%	$37.2K	$36.9K	-$301	2026-10-08
Blue Trust, Inc.	NEW	704	—	+704	—	—	$33.7K	—	2026-10-15
SBI Securities Co., Ltd.	DECREASED	225	317	-92	-29%	$15.3K	$10.8K	-$4.5K	2026-10-22
Westside Investment Management, Inc.	UNCHANGED	134	134	0	0%	$6.5K	$6.4K	-$52	2026-11-02
Mountain Hill Investment Partners Corp.	INCREASED	16	10	+6	+60%	$503	$748	+$245	2026-10-23
Woodmont Investment Counsel LLC	CLOSED	0	11,251	-11,251	-100%	$542.2K	$0	-$542.2K	2026-10-29
StoneX Group Inc.	CLOSED	0	7,807	-7,807	-100%	$378.7K	$0	-$378.7K	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	2,678	-2,678	-100%	$129.1K	$0	-$129.1K	2026-10-15
Larson Financial Group LLC	CLOSED	0	238	-238	-100%	$11.5K	$0	-$11.5K	2026-11-05
Toth Financial Advisory Corp	CLOSED	0	36	-36	-100%	$1.8K	$0	-$1.8K	2026-10-08
Simplex Trading, LLC	CLOSED	0	22	-22	-100%	$1.1K	$0	-$1.1K	2026-11-04
Morgan Stanley	N/A	—	4,527,034	-4,527,034	-100%	$218.2M	—	—	—
Bank of America Corp	N/A	—	1,579,691	-1,579,691	-100%	$76.1M	—	—	—
Raymond James Financial Inc	N/A	—	1,517,026	-1,517,026	-100%	$73.1M	—	—	—
LPL Financial LLC	N/A	—	1,220,228	-1,220,228	-100%	$58.8M	—	—	—
Royal Bank of Canada	N/A	—	1,011,351	-1,011,351	-100%	$48.7M	—	—	—
Wells Fargo & Company	N/A	—	709,561	-709,561	-100%	$34.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	320,220	-320,220	-100%	$15.4M	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	287,723	-287,723	-100%	$13.9M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	220,274	-220,274	-100%	$10.6M	—	—	—
HighTower Advisors, LLC	N/A	—	193,169	-193,169	-100%	$9.3M	—	—	—
MJP Associates Inc	N/A	—	179,938	-179,938	-100%	$8.7M	—	—	—
SageGuard Financial Group, LLC	N/A	—	152,134	-152,134	-100%	$7.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	146,321	-146,321	-100%	$7.1M	—	—	—
PFG Investments, LLC	N/A	—	123,346	-123,346	-100%	$5.9M	—	—	—
IHT Wealth Management, LLC	N/A	—	105,259	-105,259	-100%	$5.1M	—	—	—
Maridea Wealth Management LLC	N/A	—	98,144	-98,144	-100%	$4.7M	—	—	—
Coral Wealth Management, LLC	N/A	—	95,393	-95,393	-100%	$4.6M	—	—	—
Essex Financial Services, Inc.	N/A	—	66,168	-66,168	-100%	$3.2M	—	—	—
Equitable Holdings, Inc.	N/A	—	64,369	-64,369	-100%	$3.1M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	52,489	-52,489	-100%	$2.5M	—	—	—
Mutual Advisors, LLC	N/A	—	46,996	-46,996	-100%	$2.3M	—	—	—
UBS Group AG	N/A	—	43,265	-43,265	-100%	$2.1M	—	—	—
Coldstream Capital Management Inc	N/A	—	41,192	-41,192	-100%	$2.0M	—	—	—
Pitti Group Wealth Management, LLC	N/A	—	38,921	-38,921	-100%	$1.9M	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	35,224	-35,224	-100%	$1.7M	—	—	—
SG Americas Securities, LLC	N/A	—	30,000	-30,000	-100%	$1.4M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	29,041	-29,041	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	28,622	-28,622	-100%	$1.4M	—	—	—
Wick Capital Partners, LLC	N/A	—	28,473	-28,473	-100%	$1.4M	—	—	—
HighPoint Advisor Group LLC	N/A	—	24,027	-24,027	-100%	$1.2M	—	—	—
Captrust Financial Advisors	N/A	—	23,761	-23,761	-100%	$1.1M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	19,896	-19,896	-100%	$958.8K	—	—	—
Focus Partners Wealth	N/A	—	15,576	-15,576	-100%	$750.6K	—	—	—
Zhang Financial LLC	N/A	—	14,900	-14,900	-100%	$718.0K	—	—	—
HRT Financial LP	N/A	—	13,608	-13,608	-100%	$655.0K	—	—	—
Regal Investment Advisors LLC	N/A	—	12,569	-12,569	-100%	$605.7K	—	—	—
IFG Advisory, LLC	N/A	—	12,179	-12,179	-100%	$586.9K	—	—	—
Core Wealth Advisors, Inc.	N/A	—	11,107	-11,107	-100%	$535.2K	—	—	—
World Investment Advisors	N/A	—	10,695	-10,695	-100%	$463.6K	—	—	—
Belpointe Asset Management LLC	N/A	—	10,413	-10,413	-100%	$501.8K	—	—	—
WNY Asset Management, LLC	N/A	—	9,616	-9,616	-100%	$463.4K	—	—	—
Nuveen, LLC	N/A	—	8,311	-8,311	-100%	$400.5K	—	—	—
Arkadios Wealth Advisors	N/A	—	8,311	-8,311	-100%	$400.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,271	-6,271	-100%	$302.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,189	-6,189	-100%	$298.2K	—	—	—
Jane Street Group, LLC	N/A	—	6,139	-6,139	-100%	$295.8K	—	—	—
Private Advisor Group, LLC	N/A	—	5,921	-5,921	-100%	$285.3K	—	—	—
Morse Asset Management, Inc	N/A	—	5,803	-5,803	-100%	$279.6K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	5,730	-5,730	-100%	$276.1K	—	—	—
&partners	N/A	—	5,210	-5,210	-100%	$251.1K	—	—	—
KKM Financial LLC	N/A	—	5,171	-5,171	-100%	$249.2K	—	—	—
Advisory Services Network, LLC	N/A	—	5,072	-5,072	-100%	$244.4K	—	—	—
Cozad Asset Management Inc	N/A	—	5,044	-5,044	-100%	$243.1K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	4,690	-4,690	-100%	$226.0K	—	—	—
Tulsa Wealth Advisors, Inc	N/A	—	4,565	-4,565	-100%	$220.0K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	4,492	-4,492	-100%	$216.5K	—	—	—
Ankerstar Wealth, LLC	N/A	—	2,915	-2,915	-100%	$140.5K	—	—	—
AE Wealth Management LLC	N/A	—	2,067	-2,067	-100%	$99.6K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,445	-1,445	-100%	$69.6K	—	—	—
Huntington National Bank	N/A	—	1,000	-1,000	-100%	$48.2K	—	—	—
Harbour Investments, Inc.	N/A	—	1,000	-1,000	-100%	$48.2K	—	—	—
Synergy Investment Management, LLC	N/A	—	826	-826	-100%	$39.8K	—	—	—
MidFirst Bank	N/A	—	761	-761	-100%	$36.7K	—	—	—
Regatta Research & Money Management	N/A	—	728	-728	-100%	$35.1K	—	—	—
Group One Trading LLC	N/A	—	689	-689	-100%	$33.2K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	448	-448	-100%	$21.6K	—	—	—
SHP Wealth Management	N/A	—	115	-115	-100%	$5.5K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	100	-100	-100%	$4.8K	—	—	—
Bank of Montreal	N/A	—	97	-97	-100%	$4.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	75	-75	-100%	$3.6K	—	—	—
BFC Planning, Inc.	N/A	—	75	-75	-100%	$3.6K	—	—	—
JPMorgan Chase & Co	N/A	—	0	0	—	$6	—	—	—

Showing 133 of 133 institutions