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Proshares Ultra S&p500 (SSO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Howard Capital Management, LLC
INCREASED
Shares12,781,294 from 12,170,614
Change+610,680 (+5%)
Value$886.1M (+$66.1M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares5,270,036 from 48,756
Change+5,221,280 (+10709%)
Value$365.4M (+$362.1M)
Filed 2026-10-21
Main Street Group, LTD
INCREASED
Shares1,262,685 from 1,195,369
Change+67,316 (+6%)
Value$87.5M (+$7.0M)
Filed 2026-10-28
TTP Investments, Inc.
INCREASED
Shares1,104,915 from 953,807
Change+151,108 (+16%)
Value$76.6M (+$12.3M)
Filed 2026-10-30
Turner Capital Investments, LLC
NEW
Shares569,585
Change+569,585
Value$39.5M
Filed 2026-10-09
Concurrent Investment Advisors, LLC
NEW
Shares411,803
Change+411,803
Value$28.6M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares404,375 from 381,985
Change+22,390 (+6%)
Value$28.0M (+$2.3M)
Filed 2026-10-30
Ridgepath Capital Management LLC
INCREASED
Shares389,771 from 369,107
Change+20,664 (+6%)
Value$27.0M (+$2.2M)
Filed 2026-10-29
Client First Investment Management LLC
DECREASED
Shares387,544 from 544,551
Change-157,007 (-29%)
Value$26.9M (-$9.8M)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED
Shares267,978 from 271,376
Change-3,398 (-1%)
Value$18.6M (+$293.6K)
Filed 2026-10-23
NBZ Investment Advisors LLC
NEW
Shares242,475
Change+242,475
Value$16.8M
Filed 2026-10-30
Toth Financial Advisory Corp
INCREASED
Shares229,281 from 228,618
Change+663 (+0%)
Value$15.9M (+$491.8K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares225,686 from 232,199
Change-6,513 (-3%)
Value$15.6M (+$1.2K)
Filed 2026-10-22
Portfolio Design Labs, LLC
DECREASED
Shares193,427 from 220,397
Change-26,970 (-12%)
Value$13.4M (-$1.4M)
Filed 2026-11-04
Dedeker Financial LLC
INCREASED
Shares188,471 from 165,240
Change+23,231 (+14%)
Value$13.1M (+$1.9M)
Filed 2026-10-23
Arta Finance Wealth Management LLC
DECREASED
Shares173,516 from 179,193
Change-5,677 (-3%)
Value$12.0M (-$44.2K)
Filed 2026-10-28
Capital Investment Counsel, Inc
DECREASED
Shares167,427 from 167,727
Change-300 (0%)
Value$11.6M (+$306.3K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares164,700 from 166,076
Change-1,376 (-1%)
Value$11.4M (+$228.4K)
Filed 2026-10-13
GenWealth Group, Inc.
DECREASED
Shares163,583 from 168,776
Change-5,193 (-3%)
Value$11.3M (-$30.8K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares153,504 from 153,468
Change+36 (+0%)
Value$10.6M (+$301.8K)
Filed 2026-11-06
Ascent Group, LLC
DECREASED
Shares141,321 from 159,348
Change-18,027 (-11%)
Value$9.8M (-$939.1K)
Filed 2026-10-30
Global View Capital Management LLC
DECREASED
Shares131,158 from 162,652
Change-31,494 (-19%)
Value$9.1M (-$1.9M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares119,078 from 118,600
Change+478 (+0%)
Value$8.3M (+$264.4K)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares114,946 from 114,946
Change0 (0%)
Value$8.0M (+$215.0K)
Filed 2026-10-22
Blueprint Investment Partners LLC
INCREASED
Shares105,638 from 97,408
Change+8,230 (+8%)
Value$7.3M (+$760.6K)
Filed 2026-10-28
Fiduciary Alliance LLC
NEW
Shares98,600
Change+98,600
Value$6.8M
Filed 2026-10-13
Wealthcare Advisory Partners LLC
UNCHANGED
Shares94,938 from 94,938
Change0 (0%)
Value$6.6M (+$185.1K)
Filed 2026-10-21
Unique Wealth, LLC
DECREASED
Shares86,902 from 86,903
Change-1 (0%)
Value$6.0M (+$169.4K)
Filed 2026-10-16
Encompass More Asset Management
INCREASED
Shares77,994 from 10,287
Change+67,707 (+658%)
Value$5.4M (+$4.7M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares67,373 from 58,935
Change+8,438 (+14%)
Value$4.7M (+$700.0K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares61,619 from 61,616
Change+3 (0%)
Value$4.3M (+$120.4K)
Filed 2026-10-23
FSA Wealth Partners, Inc.
INCREASED
Shares59,613 from 9,820
Change+49,793 (+507%)
Value$4.1M (+$3.5M)
Filed 2026-10-26
Blueprint Financial Advisors LLC
INCREASED
Shares59,313 from 58,283
Change+1,030 (+2%)
Value$4.1M (+$185.1K)
Filed 2026-10-28
Innova Wealth Partners
DECREASED
Shares57,436 from 57,913
Change-477 (-1%)
Value$4.0M (+$79.9K)
Filed 2026-10-21
True Freedom Investing, LLC
NEW
Shares50,034
Change+50,034
Value$3.5M
Filed 2026-10-29
Professional Financial Advisors, LLC
DECREASED
Shares49,794 from 51,244
Change-1,450 (-3%)
Value$3.5M (-$583)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares49,731 from 49,091
Change+640 (+1%)
Value$3.4M (+$140.1K)
Filed 2026-10-29
SP Asset Management LLC
DECREASED
Shares45,368 from 50,803
Change-5,435 (-11%)
Value$3.1M (-$277.8K)
Filed 2026-11-05
Pinkerton Wealth, LLC
NEW
Shares45,200
Change+45,200
Value$3.1M
Filed 2026-10-29
Sowell Financial Services LLC
INCREASED
Shares44,435 from 43,030
Change+1,405 (+3%)
Value$3.1M (+$181.3K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares42,958 from 44,905
Change-1,947 (-4%)
Value$3.0M (-$47.4K)
Filed 2026-10-30
Global Assets Advisory, LLC
DECREASED
Shares42,283 from 42,815
Change-532 (-1%)
Value$3.0M (+$129.8K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
UNCHANGED
Shares40,036 from 40,036
Change0 (0%)
Value$2.8M (+$78.1K)
Filed 2026-10-08
Discipline Wealth Solutions, LLC
INCREASED
Shares39,523 from 30,097
Change+9,426 (+31%)
Value$2.7M (+$712.2K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares38,631 from 43,774
Change-5,143 (-12%)
Value$2.7M (-$271.2K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares35,933 from 39,941
Change-4,008 (-10%)
Value$2.5M (-$200.0K)
Filed 2026-11-06
TFB Advisors LLC
NEW
Shares33,810
Change+33,810
Value$2.3M
Filed 2026-11-02
Tempus Wealth Planning, LLC
DECREASED
Shares33,621 from 46,054
Change-12,433 (-27%)
Value$2.3M (-$772.2K)
Filed 2026-10-14
Legacy Wealth Partners, LLC
INCREASED
Shares33,400 from 6,999
Change+26,401 (+377%)
Value$2.3M (+$1.8M)
Filed 2026-10-15
Genesee Capital Advisors, LLC
INCREASED
Shares32,041 from 22,388
Change+9,653 (+43%)
Value$2.2M (+$712.9K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares31,106 from 20,772
Change+10,334 (+50%)
Value$2.2M (+$790.1K)
Filed 2026-10-13
Q3 Asset Management
NEW
Shares30,624
Change+30,624
Value$2.1K
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares30,604 from 39,407
Change-8,803 (-22%)
Value$2.1M (-$533.5K)
Filed 2026-11-05
Sanchez Gaunt Capital Management, LLC
NEW
Shares27,359
Change+27,359
Value$1.9M
Filed 2026-11-03
Thrivent Financial for Lutherans
UNCHANGED
Shares27,154 from 27,154
Change0 (0%)
Value$1.9K (-$1.8M)
Filed 2026-11-05
Diversified Trust Co
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$1.7M (+$46.8K)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares23,607 from 23,607
Change0 (0%)
Value$1.6M ($0)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares23,343 from 22,931
Change+412 (+2%)
Value$1.6M (+$73.3K)
Filed 2026-10-28
Evolution Wealth Advisors, LLC
UNCHANGED
Shares23,064 from 23,064
Change0 (0%)
Value$1.6M (+$45.0K)
Filed 2026-11-03
Secure Asset Management, LLC
NEW
Shares21,563
Change+21,563
Value$1.5M
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED
Shares21,310 from 21,440
Change-130 (-1%)
Value$1.5M (+$32.8K)
Filed 2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED
Shares20,038 from 20,032
Change+6 (+0%)
Value$1.4M (+$39.5K)
Filed 2026-10-08
Cypress Capital, LLC
NEW
Shares19,763
Change+19,763
Value$1.4M
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares19,202 from 17,725
Change+1,477 (+8%)
Value$1.3M (+$137.0K)
Filed 2026-10-28
SkyOak Wealth, LLC
DECREASED
Shares19,089 from 19,489
Change-400 (-2%)
Value$1.3M (+$10.3K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares18,526 from 2,380
Change+16,146 (+678%)
Value$1.3M (+$1.1M)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares18,295 from 17,401
Change+894 (+5%)
Value$1.3M (+$95.9K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares18,152 from 18,118
Change+34 (+0%)
Value$1.2M (+$55.0K)
Filed 2026-10-27
SteelPeak Wealth, LLC
UNCHANGED
Shares17,760 from 17,760
Change0 (0%)
Value$1.2M (+$34.6K)
Filed 2026-10-16
J. Safra Sarasin Holding AG
DECREASED
Shares17,753 from 20,787
Change-3,034 (-15%)
Value$1.2M (-$170.2K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares17,111 from 39,569
Change-22,458 (-57%)
Value$1.2M (-$1.5M)
Filed 2026-10-08
WoodTrust Financial Corp
DECREASED
Shares16,525 from 18,110
Change-1,585 (-9%)
Value$1.1K (-$1.2M)
Filed 2026-10-09
Grandview Asset Management LLC
UNCHANGED
Shares14,400 from 14,400
Change0 (0%)
Value$998.4K (+$28.1K)
Filed 2026-10-19
Baker Avenue Asset Management, LP
UNCHANGED
Shares13,768 from 13,768
Change0 (0%)
Value$954.5K (+$26.8K)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares13,288
Change+13,288
Value$921.3K
Filed 2026-10-28
Atlatl Advisers LLC
UNCHANGED
Shares12,920 from 12,920
Change0 (0%)
Value$895.7K (+$25.2K)
Filed 2026-10-22
Balefire, LLC
NEW
Shares12,605
Change+12,605
Value$873.9K
Filed 2026-10-09
Sunpointe, LLC
DECREASED
Shares12,351 from 13,251
Change-900 (-7%)
Value$856.3K (-$36.6K)
Filed 2026-10-22
Spartan Planning & Wealth Management
INCREASED
Shares12,212 from 6,214
Change+5,998 (+97%)
Value$846.7K (+$428.0K)
Filed 2026-10-13
Norden Group LLC
INCREASED
Shares11,298 from 11,278
Change+20 (+0%)
Value$783.3K (+$23.3K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED
Shares11,233 from 11,314
Change-81 (-1%)
Value$778.8K (+$16.4K)
Filed 2026-10-27
Sage Mountain Advisors LLC
UNCHANGED
Shares10,904 from 10,904
Change0 (0%)
Value$756.0K (+$21.3K)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares10,869 from 10,830
Change+39 (+0%)
Value$753.5K (+$23.8K)
Filed 2026-10-16
Aurora Private Wealth, Inc.
DECREASED
Shares10,592 from 10,774
Change-182 (-2%)
Value$734 (-$725.3K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares9,058 from 9,056
Change+2 (+0%)
Value$628.0K (+$17.8K)
Filed 2026-11-04
Wealthstar Advisors, LLC
DECREASED
Shares8,986 from 9,194
Change-208 (-2%)
Value$623.0K (+$3.5K)
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares8,775 from 8,126
Change+649 (+8%)
Value$608.4K (+$60.8K)
Filed 2026-10-26
Greenspring Advisors, LLC
UNCHANGED
Shares8,709 from 8,709
Change0 (0%)
Value$603.8K (+$17.0K)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares8,704 from 8,704
Change0 (0%)
Value$603.4K (+$17.0K)
Filed 2026-10-05
Signaturefd, LLC
UNCHANGED
Shares8,613 from 8,613
Change0 (0%)
Value$597.1K (+$16.8K)
Filed 2026-10-23
71 West Capital Partners
INCREASED
Shares8,169 from 6,791
Change+1,378 (+20%)
Value$566.4K (+$108.8K)
Filed 2026-11-04
Wesbanco Bank Inc
UNCHANGED
Shares8,150 from 8,150
Change0 (0%)
Value$565.0K (+$15.9K)
Filed 2026-11-04
Perigon Wealth Management, LLC
UNCHANGED
Shares7,794 from 7,794
Change0 (0%)
Value$540.4K (+$15.2K)
Filed 2026-10-22
Alternative Investment Advisors, Llc.
INCREASED
Shares7,736 from 7,726
Change+10 (+0%)
Value$536.4K (+$15.8K)
Filed 2026-11-03
Castleview Partners, LLC
INCREASED
Shares7,611 from 4,635
Change+2,976 (+64%)
Value$527.7K (+$215.4K)
Filed 2026-10-09
Kennicott Capital Management LLC
NEW
Shares7,423
Change+7,423
Value$514.6K
Filed 2026-10-16
Wavvest Wealth LLC
NEW
Shares7,273
Change+7,273
Value$504.2K
Filed 2026-10-21
Mindset Wealth Management, LLC
DECREASED
Shares7,256 from 9,674
Change-2,418 (-25%)
Value$503.1K (-$148.8K)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares7,140 from 7,140
Change0 (0%)
Value$495.0K (+$13.9K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares7,037 from 7,038
Change-1 (0%)
Value$487.9K (+$13.7K)
Filed 2026-11-05
Valen Private Capital, LLC
NEW
Shares6,908
Change+6,908
Value$478.9K
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares6,482 from 4,795
Change+1,687 (+35%)
Value$449.4K (+$126.3K)
Filed 2026-11-04
MKT Advisors LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$456.3K (+$24.3K)
Filed 2026-10-20
Tucker Asset Management LLC
DECREASED
Shares6,158 from 7,160
Change-1,002 (-14%)
Value$426.9K (-$55.5K)
Filed 2026-10-29
Elevated Private Wealth, LLC
DECREASED
Shares5,800 from 5,849
Change-49 (-1%)
Value$402.1K (+$8.0K)
Filed 2026-10-15
SpringVest Wealth Management LLC
UNCHANGED
Shares5,436 from 5,436
Change0 (0%)
Value$376.9K (+$10.6K)
Filed 2026-10-27
Claro Advisors Inc.
UNCHANGED
Shares5,349 from 5,349
Change0 (0%)
Value$370.8K (+$10.4K)
Filed 2026-11-02
Cadent Capital Advisors, LLC
INCREASED
Shares5,348 from 4,539
Change+809 (+18%)
Value$370.8K (+$64.9K)
Filed 2026-10-09
Clearstead Advisors, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$360.5K (+$10.1K)
Filed 2026-11-06
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares4,943 from 4,943
Change0 (0%)
Value$342.7K (+$9.6K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
UNCHANGED
Shares4,941 from 4,941
Change0 (0%)
Value$342.6K (+$9.6K)
Filed 2026-11-06
Klein Pavlis & Peasley Financial, Inc.
NEW
Shares4,918
Change+4,918
Value$341.0K
Filed 2026-10-13
Clearwater Capital Advisors, LLC
UNCHANGED
Shares4,878 from 4,878
Change0 (0%)
Value$338.2K (+$9.5K)
Filed 2026-11-06
Erickson Financial Group, LLC
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$334.7K (+$9.4K)
Filed 2026-11-05
Silverleafe Capital Partners, LLC
UNCHANGED
Shares4,744 from 4,744
Change0 (0%)
Value$328.9K (+$9.3K)
Filed 2026-10-02
Dale Q Rice Investment Management Ltd
DECREASED
Shares4,674 from 4,675
Change-1 (0%)
Value$324.0K (+$9.0K)
Filed 2026-10-09
Altman Advisors, Inc.
UNCHANGED
Shares4,640 from 4,640
Change0 (0%)
Value$321.7K (+$9.0K)
Filed 2026-11-05
Eagle Wealth Strategies LLC
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$318.4K (+$9.0K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,489 from 23,751
Change-19,262 (-81%)
Value$311 (-$1.6M)
Filed 2026-11-02
First Heartland Consultants, Inc.
UNCHANGED
Shares4,418 from 4,418
Change0 (0%)
Value$306.3K (+$8.6K)
Filed 2026-10-08
Gibson Wealth Advisors LLC
UNCHANGED
Shares4,301 from 4,301
Change0 (0%)
Value$298.2K (+$8.4K)
Filed 2026-10-20
Money Concepts Capital Corp
UNCHANGED
Shares4,288 from 4,288
Change0 (0%)
Value$297.3K (+$8.4K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares4,029
Change+4,029
Value$269.9K
Filed 2026-11-03
Sound Income Strategies, LLC
UNCHANGED
Shares3,997 from 3,997
Change0 (0%)
Value$284.9K (+$15.6K)
Filed 2026-10-09
Washington Growth Strategies LLC
INCREASED
Shares3,925 from 3,860
Change+65 (+2%)
Value$272.1K (+$12.0K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares3,910 from 21,170
Change-17,260 (-82%)
Value$271.1K (-$1.2M)
Filed 2026-10-28
Horizon Wealth Management, LLC
UNCHANGED
Shares3,882 from 3,882
Change0 (0%)
Value$269.1K (+$7.6K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares3,696 from 3,140
Change+556 (+18%)
Value$256.3K (+$44.7K)
Filed 2026-10-29
Sage Capital Management, LLC
DECREASED
Shares3,678 from 3,697
Change-19 (-1%)
Value$255.1K (+$5.9K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares3,451 from 3,406
Change+45 (+1%)
Value$239.3K (+$9.8K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
NEW
Shares3,448
Change+3,448
Value$239.0K
Filed 2026-11-02
Brighton Jones LLC
NEW
Shares3,428
Change+3,428
Value$237.7K
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares3,337 from 3,331
Change+6 (+0%)
Value$231.3K (+$6.9K)
Filed 2026-10-21
Milestone Asset Management, LLC
DECREASED
Shares3,336 from 72,896
Change-69,560 (-95%)
Value$231.3K (-$4.7M)
Filed 2026-10-15
Rossby Financial, LCC
NEW
Shares3,273
Change+3,273
Value$226.9K
Filed 2026-11-05
Wealth Group Ltd
UNCHANGED
Shares3,120 from 3,120
Change0 (0%)
Value$220.2K (+$10.0K)
Filed 2026-10-07
Chung Wu Investment Group, LLC
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$210.8K (+$5.9K)
Filed 2026-11-03
HCR Wealth Advisors
INCREASED
Shares2,985 from 2,981
Change+4 (+0%)
Value$207.0K (+$6.1K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
NEW
Shares2,920
Change+2,920
Value$202.5K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,318 from 88,620
Change-86,302 (-97%)
Value$160.7K (-$5.8M)
Filed 2026-11-03
Evermay Wealth Management LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$110.9K (+$3.1K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares1,489 from 1,515
Change-26 (-2%)
Value$103.2K (+$1.2K)
Filed 2026-10-08
Beacon Capital Management, Inc.
DECREASED
Shares1,477 from 2,240
Change-763 (-34%)
Value$102.4K (-$48.5K)
Filed 2026-10-13
Security National Bank
NEW
Shares1,402
Change+1,402
Value$97.2K
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$73.9K (+$2.1K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$69.3K
Filed 2026-11-03
Nova Financial LLC
NEW
Shares1,000
Change+1,000
Value$69.3K
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares932 from 294
Change+638 (+217%)
Value$64.6K (+$44.8K)
Filed 2026-10-22
AlphaCore Capital LLC
NEW
Shares790
Change+790
Value$54.8K
Filed 2026-11-04
Cape Investment Advisory, Inc.
NEW
Shares739
Change+739
Value$51.2K
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$43.7K (+$1.2K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares562 from 360
Change+202 (+56%)
Value$39.0K (+$14.7K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares432
Change+432
Value$30.0K
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$27.1K (+$762)
Filed 2026-10-29
Mcdonald Partners LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$24.3K (+$683)
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$17.7K (+$499)
Filed 2026-11-03
Financial Freedom, LLC
NEW
Shares194
Change+194
Value$13.5K
Filed 2026-11-06
American Capital Advisory, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$12.3K (+$345)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares140
Change+140
Value$9.8K
Filed 2026-11-03
Canton Hathaway, LLC
NEW
Shares122
Change+122
Value$8.5K
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares89
Change+89
Value$6.2K
Filed 2026-10-27
Midwest Capital Advisors, LLC
INCREASED
Shares75 from 74
Change+1 (+1%)
Value$5.2K (+$154)
Filed 2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.5K (+$103)
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.4K (+$69)
Filed 2026-10-16
Signature Resources Capital Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.9K (+$54)
Filed 2026-10-16
Fifth Third Bancorp
NEW
Shares26
Change+26
Value$1.8K
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (+$33)
Filed 2026-11-05
Three Seasons Wealth, LLC
CLOSED
Shares0 from 120,593
Change-120,593 (-100%)
Value$0 (-$8.1M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 10,477
Change-10,477 (-100%)
Value$0 (-$705.9K)
Filed 2026-10-21
Imc-Chicago, LLC
CLOSED
Shares0 from 6,418
Change-6,418 (-100%)
Value$0 (-$432.4K)
Filed 2026-11-05
Balboa Wealth Partners
CLOSED
Shares0 from 6,304
Change-6,304 (-100%)
Value$0 (-$424.8K)
Filed 2026-10-20
World Equity Group, Inc.
CLOSED
Shares0 from 4,583
Change-4,583 (-100%)
Value$0 (-$308.8K)
Filed 2026-10-14
Procyon Advisors, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$269.5K)
Filed 2026-10-21
United Advisor Group, LLC
CLOSED
Shares0 from 3,844
Change-3,844 (-100%)
Value$0 (-$259.0K)
Filed 2026-11-03
Private Wealth Group, LLC
CLOSED
Shares0 from 3,792
Change-3,792 (-100%)
Value$0 (-$255.5K)
Filed 2026-10-19
Goldman Sachs Group Inc
N/A
Shares— from 878,204
Change-878,204 (-100%)
Value—
UBS Group AG
N/A
Shares— from 321,453
Change-321,453 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 282,805
Change-282,805 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 249,617
Change-249,617 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 116,079
Change-116,079 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 113,430
Change-113,430 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 99,046
Change-99,046 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 83,755
Change-83,755 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 79,702
Change-79,702 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 54,818
Change-54,818 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 54,435
Change-54,435 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 51,855
Change-51,855 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 50,293
Change-50,293 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 46,556
Change-46,556 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 46,524
Change-46,524 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 44,962
Change-44,962 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,474
Change-44,474 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,197
Change-39,197 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 37,310
Change-37,310 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 36,148
Change-36,148 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 35,704
Change-35,704 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 33,959
Change-33,959 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 32,684
Change-32,684 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 32,508
Change-32,508 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 26,782
Change-26,782 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 26,459
Change-26,459 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,208
Change-26,208 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 24,080
Change-24,080 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,545
Change-23,545 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,375
Change-23,375 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 22,522
Change-22,522 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 22,375
Change-22,375 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 21,558
Change-21,558 (-100%)
Value—
Blair William & Co
N/A
Shares— from 20,339
Change-20,339 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 19,662
Change-19,662 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 18,612
Change-18,612 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 18,044
Change-18,044 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,643
Change-15,643 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,045
Change-13,045 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,742
Change-11,742 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,620
Change-11,620 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 10,652
Change-10,652 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 10,384
Change-10,384 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,819
Change-9,819 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,383
Change-7,383 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 6,011
Change-6,011 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,004
Change-6,004 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
&partners
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 920
Change-920 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 173
Change-173 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Howard Capital Management, LLC
INCREASED12,781,29412,170,614+610,680+5%$820.1M$886.1M+$66.1M2026-10-16
Assetmark, Inc
INCREASED5,270,03648,756+5,221,280+10709%$3.3M$365.4M+$362.1M2026-10-21
Main Street Group, LTD
INCREASED1,262,6851,195,369+67,316+6%$80.5M$87.5M+$7.0M2026-10-28
TTP Investments, Inc.
INCREASED1,104,915953,807+151,108+16%$64.3M$76.6M+$12.3M2026-10-30
Turner Capital Investments, LLC
NEW569,585—+569,585——$39.5M—2026-10-09
Concurrent Investment Advisors, LLC
NEW411,803—+411,803——$28.6M—2026-10-16
Spire Wealth Management
INCREASED404,375381,985+22,390+6%$25.7M$28.0M+$2.3M2026-10-30
Ridgepath Capital Management LLC
INCREASED389,771369,107+20,664+6%$24.9M$27.0M+$2.2M2026-10-29
Client First Investment Management LLC
DECREASED387,544544,551-157,007-29%$36.7M$26.9M-$9.8M2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED267,978271,376-3,398-1%$18.3M$18.6M+$293.6K2026-10-23
NBZ Investment Advisors LLC
NEW242,475—+242,475——$16.8M—2026-10-30
Toth Financial Advisory Corp
INCREASED229,281228,618+663+0%$15.4M$15.9M+$491.8K2026-10-08
Brookstone Capital Management
DECREASED225,686232,199-6,513-3%$15.6M$15.6M+$1.2K2026-10-22
Portfolio Design Labs, LLC
DECREASED193,427220,397-26,970-12%$14.9M$13.4M-$1.4M2026-11-04
Dedeker Financial LLC
INCREASED188,471165,240+23,231+14%$11.1M$13.1M+$1.9M2026-10-23
Arta Finance Wealth Management LLC
DECREASED173,516179,193-5,677-3%$12.1M$12.0M-$44.2K2026-10-28
Capital Investment Counsel, Inc
DECREASED167,427167,727-3000%$11.3M$11.6M+$306.3K2026-10-20
Independent Financial Group, LLC
DECREASED164,700166,076-1,376-1%$11.2M$11.4M+$228.4K2026-10-13
GenWealth Group, Inc.
DECREASED163,583168,776-5,193-3%$11.4M$11.3M-$30.8K2026-10-16
PNC Financial Services Group, Inc.
INCREASED153,504153,468+36+0%$10.3M$10.6M+$301.8K2026-11-06
Ascent Group, LLC
DECREASED141,321159,348-18,027-11%$10.7M$9.8M-$939.1K2026-10-30
Global View Capital Management LLC
DECREASED131,158162,652-31,494-19%$11.0M$9.1M-$1.9M2026-10-28
Lido Advisors, LLC
INCREASED119,078118,600+478+0%$8.0M$8.3M+$264.4K2026-11-04
Smith Chas P & Associates PA Cpas
UNCHANGED114,946114,94600%$7.7M$8.0M+$215.0K2026-10-22
Blueprint Investment Partners LLC
INCREASED105,63897,408+8,230+8%$6.6M$7.3M+$760.6K2026-10-28
Fiduciary Alliance LLC
NEW98,600—+98,600——$6.8M—2026-10-13
Wealthcare Advisory Partners LLC
UNCHANGED94,93894,93800%$6.4M$6.6M+$185.1K2026-10-21
Unique Wealth, LLC
DECREASED86,90286,903-10%$5.9M$6.0M+$169.4K2026-10-16
Encompass More Asset Management
INCREASED77,99410,287+67,707+658%$693.1K$5.4M+$4.7M2026-10-16
Creative Planning
INCREASED67,37358,935+8,438+14%$4.0M$4.7M+$700.0K2026-11-02
Apollon Financial, LLC
INCREASED61,61961,616+30%$4.2M$4.3M+$120.4K2026-10-23
FSA Wealth Partners, Inc.
INCREASED59,6139,820+49,793+507%$661.7K$4.1M+$3.5M2026-10-26
Blueprint Financial Advisors LLC
INCREASED59,31358,283+1,030+2%$3.9M$4.1M+$185.1K2026-10-28
Innova Wealth Partners
DECREASED57,43657,913-477-1%$3.9M$4.0M+$79.9K2026-10-21
True Freedom Investing, LLC
NEW50,034—+50,034——$3.5M—2026-10-29
Professional Financial Advisors, LLC
DECREASED49,79451,244-1,450-3%$3.5M$3.5M-$5832026-10-13
Koshinski Asset Management, Inc.
INCREASED49,73149,091+640+1%$3.3M$3.4M+$140.1K2026-10-29
SP Asset Management LLC
DECREASED45,36850,803-5,435-11%$3.4M$3.1M-$277.8K2026-11-05
Pinkerton Wealth, LLC
NEW45,200—+45,200——$3.1M—2026-10-29
Sowell Financial Services LLC
INCREASED44,43543,030+1,405+3%$2.9M$3.1M+$181.3K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED42,95844,905-1,947-4%$3.0M$3.0M-$47.4K2026-10-30
Global Assets Advisory, LLC
DECREASED42,28342,815-532-1%$2.9M$3.0M+$129.8K2026-10-28
Valeo Financial Advisors, LLC
UNCHANGED40,03640,03600%$2.7M$2.8M+$78.1K2026-10-08
Discipline Wealth Solutions, LLC
INCREASED39,52330,097+9,426+31%$2.0M$2.7M+$712.2K2026-10-14
Meridian Wealth Management, LLC
DECREASED38,63143,774-5,143-12%$2.9M$2.7M-$271.2K2026-11-05
LPL Financial LLC
DECREASED35,93339,941-4,008-10%$2.7M$2.5M-$200.0K2026-11-06
TFB Advisors LLC
NEW33,810—+33,810——$2.3M—2026-11-02
Tempus Wealth Planning, LLC
DECREASED33,62146,054-12,433-27%$3.1M$2.3M-$772.2K2026-10-14
Legacy Wealth Partners, LLC
INCREASED33,4006,999+26,401+377%$471.6K$2.3M+$1.8M2026-10-15
Genesee Capital Advisors, LLC
INCREASED32,04122,388+9,653+43%$1.5M$2.2M+$712.9K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED31,10620,772+10,334+50%$1.4M$2.2M+$790.1K2026-10-13
Q3 Asset Management
NEW30,624—+30,624——$2.1K—2026-11-06
Larson Financial Group LLC
DECREASED30,60439,407-8,803-22%$2.7M$2.1M-$533.5K2026-11-05
Sanchez Gaunt Capital Management, LLC
NEW27,359—+27,359——$1.9M—2026-11-03
Thrivent Financial for Lutherans
UNCHANGED27,15427,15400%$1.8M$1.9K-$1.8M2026-11-05
Diversified Trust Co
UNCHANGED24,00024,00000%$1.6M$1.7M+$46.8K2026-11-06
Allworth Financial LP
UNCHANGED23,60723,60700%$1.6M$1.6M$02026-11-06
MGO One Seven LLC
INCREASED23,34322,931+412+2%$1.5M$1.6M+$73.3K2026-10-28
Evolution Wealth Advisors, LLC
UNCHANGED23,06423,06400%$1.6M$1.6M+$45.0K2026-11-03
Secure Asset Management, LLC
NEW21,563—+21,563——$1.5M—2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED21,31021,440-130-1%$1.4M$1.5M+$32.8K2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED20,03820,032+6+0%$1.3M$1.4M+$39.5K2026-10-08
Cypress Capital, LLC
NEW19,763—+19,763——$1.4M—2026-10-20
Founders Financial Securities LLC
INCREASED19,20217,725+1,477+8%$1.2M$1.3M+$137.0K2026-10-28
SkyOak Wealth, LLC
DECREASED19,08919,489-400-2%$1.3M$1.3M+$10.3K2026-10-28
US Bancorp \de\
INCREASED18,5262,380+16,146+678%$160.4K$1.3M+$1.1M2026-11-05
Strategic Blueprint, LLC
INCREASED18,29517,401+894+5%$1.2M$1.3M+$95.9K2026-10-22
Chicago Partners Investment Group LLC
INCREASED18,15218,118+34+0%$1.2M$1.2M+$55.0K2026-10-27
SteelPeak Wealth, LLC
UNCHANGED17,76017,76000%$1.2M$1.2M+$34.6K2026-10-16
J. Safra Sarasin Holding AG
DECREASED17,75320,787-3,034-15%$1.4M$1.2M-$170.2K2026-10-26
Farther Finance Advisors, LLC
DECREASED17,11139,569-22,458-57%$2.7M$1.2M-$1.5M2026-10-08
WoodTrust Financial Corp
DECREASED16,52518,110-1,585-9%$1.2M$1.1K-$1.2M2026-10-09
Grandview Asset Management LLC
UNCHANGED14,40014,40000%$970.3K$998.4K+$28.1K2026-10-19
Baker Avenue Asset Management, LP
UNCHANGED13,76813,76800%$927.7K$954.5K+$26.8K2026-11-06
Partners Wealth Management, LLC
NEW13,288—+13,288——$921.3K—2026-10-28
Atlatl Advisers LLC
UNCHANGED12,92012,92000%$870.6K$895.7K+$25.2K2026-10-22
Balefire, LLC
NEW12,605—+12,605——$873.9K—2026-10-09
Sunpointe, LLC
DECREASED12,35113,251-900-7%$892.9K$856.3K-$36.6K2026-10-22
Spartan Planning & Wealth Management
INCREASED12,2126,214+5,998+97%$418.7K$846.7K+$428.0K2026-10-13
Norden Group LLC
INCREASED11,29811,278+20+0%$759.9K$783.3K+$23.3K2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED11,23311,314-81-1%$762.3K$778.8K+$16.4K2026-10-27
Sage Mountain Advisors LLC
UNCHANGED10,90410,90400%$734.7K$756.0K+$21.3K2026-11-02
CRA Financial Services, LLC
INCREASED10,86910,830+39+0%$729.7K$753.5K+$23.8K2026-10-16
Aurora Private Wealth, Inc.
DECREASED10,59210,774-182-2%$726.0K$734-$725.3K2026-10-20
Daymark Wealth Partners, LLC
INCREASED9,0589,056+2+0%$610.2K$628.0K+$17.8K2026-11-04
Wealthstar Advisors, LLC
DECREASED8,9869,194-208-2%$619.5K$623.0K+$3.5K2026-10-19
Verdence Capital Advisors LLC
INCREASED8,7758,126+649+8%$547.5K$608.4K+$60.8K2026-10-26
Greenspring Advisors, LLC
UNCHANGED8,7098,70900%$586.8K$603.8K+$17.0K2026-11-05
Eastern Bank
UNCHANGED8,7048,70400%$586.5K$603.4K+$17.0K2026-10-05
Signaturefd, LLC
UNCHANGED8,6138,61300%$580.3K$597.1K+$16.8K2026-10-23
71 West Capital Partners
INCREASED8,1696,791+1,378+20%$457.6K$566.4K+$108.8K2026-11-04
Wesbanco Bank Inc
UNCHANGED8,1508,15000%$549.1K$565.0K+$15.9K2026-11-04
Perigon Wealth Management, LLC
UNCHANGED7,7947,79400%$525.2K$540.4K+$15.2K2026-10-22
Alternative Investment Advisors, Llc.
INCREASED7,7367,726+10+0%$520.6K$536.4K+$15.8K2026-11-03
Castleview Partners, LLC
INCREASED7,6114,635+2,976+64%$312.3K$527.7K+$215.4K2026-10-09
Kennicott Capital Management LLC
NEW7,423—+7,423——$514.6K—2026-10-16
Wavvest Wealth LLC
NEW7,273—+7,273——$504.2K—2026-10-21
Mindset Wealth Management, LLC
DECREASED7,2569,674-2,418-25%$651.8K$503.1K-$148.8K2026-10-19
Gables Capital Management Inc.
UNCHANGED7,1407,14000%$481.1K$495.0K+$13.9K2026-11-04
Bank of New York Mellon Corp
DECREASED7,0377,038-10%$474.2K$487.9K+$13.7K2026-11-05
Valen Private Capital, LLC
NEW6,908—+6,908——$478.9K—2026-10-23
EverSource Wealth Advisors, LLC
INCREASED6,4824,795+1,687+35%$323.1K$449.4K+$126.3K2026-11-04
MKT Advisors LLC
UNCHANGED6,4006,40000%$431.9K$456.3K+$24.3K2026-10-20
Tucker Asset Management LLC
DECREASED6,1587,160-1,002-14%$482.4K$426.9K-$55.5K2026-10-29
Elevated Private Wealth, LLC
DECREASED5,8005,849-49-1%$394.1K$402.1K+$8.0K2026-10-15
SpringVest Wealth Management LLC
UNCHANGED5,4365,43600%$366.3K$376.9K+$10.6K2026-10-27
Claro Advisors Inc.
UNCHANGED5,3495,34900%$360.4K$370.8K+$10.4K2026-11-02
Cadent Capital Advisors, LLC
INCREASED5,3484,539+809+18%$305.9K$370.8K+$64.9K2026-10-09
Clearstead Advisors, LLC
UNCHANGED5,2005,20000%$350.4K$360.5K+$10.1K2026-11-06
Brandywine OAK Private Wealth LLC
UNCHANGED4,9434,94300%$333.1K$342.7K+$9.6K2026-10-23
Institute for Wealth Management, Llc.
UNCHANGED4,9414,94100%$332.9K$342.6K+$9.6K2026-11-06
Klein Pavlis & Peasley Financial, Inc.
NEW4,918—+4,918——$341.0K—2026-10-13
Clearwater Capital Advisors, LLC
UNCHANGED4,8784,87800%$328.7K$338.2K+$9.5K2026-11-06
Erickson Financial Group, LLC
UNCHANGED4,8284,82800%$325.3K$334.7K+$9.4K2026-11-05
Silverleafe Capital Partners, LLC
UNCHANGED4,7444,74400%$319.7K$328.9K+$9.3K2026-10-02
Dale Q Rice Investment Management Ltd
DECREASED4,6744,675-10%$315.0K$324.0K+$9.0K2026-10-09
Altman Advisors, Inc.
UNCHANGED4,6404,64000%$312.6K$321.7K+$9.0K2026-11-05
Eagle Wealth Strategies LLC
UNCHANGED4,5934,59300%$309.5K$318.4K+$9.0K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED4,48923,751-19,262-81%$1.6M$311-$1.6M2026-11-02
First Heartland Consultants, Inc.
UNCHANGED4,4184,41800%$297.7K$306.3K+$8.6K2026-10-08
Gibson Wealth Advisors LLC
UNCHANGED4,3014,30100%$289.8K$298.2K+$8.4K2026-10-20
Money Concepts Capital Corp
UNCHANGED4,2884,28800%$288.9K$297.3K+$8.4K2026-11-06
StoneX Group Inc.
NEW4,029—+4,029——$269.9K—2026-11-03
Sound Income Strategies, LLC
UNCHANGED3,9973,99700%$269.3K$284.9K+$15.6K2026-10-09
Washington Growth Strategies LLC
INCREASED3,9253,860+65+2%$260.1K$272.1K+$12.0K2026-10-19
Clear Creek Financial Management, LLC
DECREASED3,91021,170-17,260-82%$1.4M$271.1K-$1.2M2026-10-28
Horizon Wealth Management, LLC
UNCHANGED3,8823,88200%$261.5K$269.1K+$7.6K2026-11-02
Spectrum Wealth Advisory Group, LLC
INCREASED3,6963,140+556+18%$211.6K$256.3K+$44.7K2026-10-29
Sage Capital Management, LLC
DECREASED3,6783,697-19-1%$249.2K$255.1K+$5.9K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED3,4513,406+45+1%$229.5K$239.3K+$9.8K2026-10-20
Commonwealth Equity Services, LLC
NEW3,448—+3,448——$239.0K—2026-11-02
Brighton Jones LLC
NEW3,428—+3,428——$237.7K—2026-11-03
Magnus Financial Group LLC
INCREASED3,3373,331+6+0%$224.5K$231.3K+$6.9K2026-10-21
Milestone Asset Management, LLC
DECREASED3,33672,896-69,560-95%$4.9M$231.3K-$4.7M2026-10-15
Rossby Financial, LCC
NEW3,273—+3,273——$226.9K—2026-11-05
Wealth Group Ltd
UNCHANGED3,1203,12000%$210.2K$220.2K+$10.0K2026-10-07
Chung Wu Investment Group, LLC
UNCHANGED3,0403,04000%$204.8K$210.8K+$5.9K2026-11-03
HCR Wealth Advisors
INCREASED2,9852,981+4+0%$200.9K$207.0K+$6.1K2026-10-15
J.W. Cole Advisors, Inc.
NEW2,920—+2,920——$202.5K—2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED2,31888,620-86,302-97%$6.0M$160.7K-$5.8M2026-11-03
Evermay Wealth Management LLC
UNCHANGED1,6001,60000%$107.8K$110.9K+$3.1K2026-11-05
CoreCap Advisors, LLC
DECREASED1,4891,515-26-2%$102.1K$103.2K+$1.2K2026-10-08
Beacon Capital Management, Inc.
DECREASED1,4772,240-763-34%$150.9K$102.4K-$48.5K2026-10-13
Security National Bank
NEW1,402—+1,402——$97.2K—2026-10-26
Abound Wealth Management
UNCHANGED1,0661,06600%$71.8K$73.9K+$2.1K2026-10-26
JFS Wealth Advisors, LLC
NEW1,000—+1,000——$69.3K—2026-11-03
Nova Financial LLC
NEW1,000—+1,000——$69.3K—2026-11-04
SBI Securities Co., Ltd.
INCREASED932294+638+217%$19.8K$64.6K+$44.8K2026-10-22
AlphaCore Capital LLC
NEW790—+790——$54.8K—2026-11-04
Cape Investment Advisory, Inc.
NEW739—+739——$51.2K—2026-10-13
Evolution Wealth Management Inc.
UNCHANGED63063000%$42.4K$43.7K+$1.2K2026-10-28
Central Trust Co
INCREASED562360+202+56%$24.3K$39.0K+$14.7K2026-11-05
Root Financial Partners, LLC
NEW432—+432——$30.0K—2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED39139100%$26.3K$27.1K+$7622026-10-29
Mcdonald Partners LLC
UNCHANGED35035000%$23.6K$24.3K+$6832026-11-03
Parallel Advisors, LLC
UNCHANGED25625600%$17.2K$17.7K+$4992026-11-03
Financial Freedom, LLC
NEW194—+194——$13.5K—2026-11-06
American Capital Advisory, LLC
UNCHANGED17717700%$11.9K$12.3K+$3452026-10-28
Ascentis Independent Advisors
NEW140—+140——$9.8K—2026-11-03
Canton Hathaway, LLC
NEW122—+122——$8.5K—2026-10-23
Latitude Advisors, LLC
NEW89—+89——$6.2K—2026-10-27
Midwest Capital Advisors, LLC
INCREASED7574+1+1%$5.0K$5.2K+$1542026-11-04
Tradewinds Capital Management, LLC
UNCHANGED505000%$3.4K$3.5K+$1032026-10-23
IFP Advisors, Inc
UNCHANGED353500%$2.4K$2.4K+$692026-10-16
Signature Resources Capital Management, LLC
UNCHANGED282800%$1.9K$1.9K+$542026-10-16
Fifth Third Bancorp
NEW26—+26——$1.8K—2026-11-05
Archer Investment Corp
UNCHANGED161600%$1.1K$1.1K+$332026-11-05
Three Seasons Wealth, LLC
CLOSED0120,593-120,593-100%$8.1M$0-$8.1M2026-11-03
Axxcess Wealth Management, LLC
CLOSED010,477-10,477-100%$705.9K$0-$705.9K2026-10-21
Imc-Chicago, LLC
CLOSED06,418-6,418-100%$432.4K$0-$432.4K2026-11-05
Balboa Wealth Partners
CLOSED06,304-6,304-100%$424.8K$0-$424.8K2026-10-20
World Equity Group, Inc.
CLOSED04,583-4,583-100%$308.8K$0-$308.8K2026-10-14
Procyon Advisors, LLC
CLOSED04,000-4,000-100%$269.5K$0-$269.5K2026-10-21
United Advisor Group, LLC
CLOSED03,844-3,844-100%$259.0K$0-$259.0K2026-11-03
Private Wealth Group, LLC
CLOSED03,792-3,792-100%$255.5K$0-$255.5K2026-10-19
Goldman Sachs Group Inc
N/A—878,204-878,204-100%$59.2M———
UBS Group AG
N/A—321,453-321,453-100%$21.7M———
Asset Management Group, Inc.
N/A—282,805-282,805-100%$19.1M———
HighTower Advisors, LLC
N/A—249,617-249,617-100%$16.8M———
Centaurus Financial, Inc.
N/A—116,079-116,079-100%$7.8M———
J. M. Brown & Associates Inc.
N/A—113,430-113,430-100%$7.6M———
JPMorgan Chase & Co
N/A—99,046-99,046-100%$6.6M———
Harbour Investments, Inc.
N/A—83,755-83,755-100%$5.6M———
GTS Securities LLC
N/A—79,702-79,702-100%$5.4M———
Tower Research Capital LLC (TRC)
N/A—54,818-54,818-100%$3.7M———
Marshall Financial Group, LLC
N/A—54,435-54,435-100%$3.7M———
Renaissance Technologies LLC
N/A—51,855-51,855-100%$3.5M———
Osaic Holdings, Inc.
N/A—50,293-50,293-100%$3.4M———
PMV Capital Advisers, LLC
N/A—46,556-46,556-100%$3.1M———
Plotkin Financial Advisors, LLC
N/A—46,524-46,524-100%$3.1M———
Stratos Wealth Partners, Ltd.
N/A—44,962-44,962-100%$3.0M———
Mariner, LLC
N/A—44,474-44,474-100%$3.0M———
Alliancebernstein L.P.
N/A—40,000-40,000-100%$2.1M———
Captrust Financial Advisors
N/A—39,197-39,197-100%$2.6M———
Sollinda Capital Management LLC
N/A—37,310-37,310-100%$2.5M———
Sovereign Financial Group, Inc.
N/A—36,148-36,148-100%$2.4M———
Sanctuary Advisors, LLC
N/A—35,704-35,704-100%$2.4M———
Mercer Global Advisors Inc
N/A—33,959-33,959-100%$2.3M———
NewEdge Wealth, LLC
N/A—32,684-32,684-100%$2.2M———
Foundations Investment Advisors, LLC
N/A—32,508-32,508-100%$2.2M———
Rollins Financial Advisors, LLC
N/A—26,782-26,782-100%$1.8M———
GeoWealth Management, LLC
N/A—26,459-26,459-100%$1.8M———
Arax Advisory Partners
N/A—26,208-26,208-100%$1.8M———
Donaldson Capital Management, LLC
N/A—24,080-24,080-100%$1.6M———
Focus Partners Wealth
N/A—23,545-23,545-100%$1.6M———
Quantinno Capital Management LP
N/A—23,375-23,375-100%$1.6M———
Berger Financial Group, Inc
N/A—22,522-22,522-100%$1.5M———
Clark Capital Management Group, Inc.
N/A—22,375-22,375-100%$1.5M———
Summit Financial, LLC
N/A—21,558-21,558-100%$1.5M———
Blair William & Co
N/A—20,339-20,339-100%$1.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—19,662-19,662-100%$1.3M———
Safe Harbor Fiduciary, LLC
N/A—18,612-18,612-100%$1.3M———
Two Sigma Securities, LLC
N/A—18,044-18,044-100%$1.2M———
MAI Capital Management
N/A—15,643-15,643-100%$1.1M———
Harvest Investment Services, LLC
N/A—14,852-14,852-100%$1.0M———
Thompson David Blair
N/A—13,925-13,925-100%$938.3K———
Palumbo Wealth Management LLC
N/A—13,250-13,250-100%$892.8K———
NewEdge Advisors, LLC
N/A—13,045-13,045-100%$879.0K———
Bank of America Corp
N/A—11,742-11,742-100%$791.2K———
Commerce Bank
N/A—11,620-11,620-100%$783.0K———
United Capital Financial Advisors, LLC
N/A—11,580-11,580-100%$781.0K———
Bernard Wealth Management Corp.
N/A—10,652-10,652-100%$717.7K———
West Michigan Advisors, LLC
N/A—10,586-10,586-100%$713.3K———
Tyche Wealth Partners LLC
N/A—10,384-10,384-100%$699.7K———
Kovack Advisors, Inc.
N/A—9,819-9,819-100%$661.5K———
Waverly Advisors, LLC
N/A—9,766-9,766-100%$658.0K———
Richmond Brothers, Inc.
N/A—8,934-8,934-100%$602.0K———
Legacy Capital Wealth Management, LLC
N/A—8,243-8,243-100%$555.4K———
Forefront Analytics, LLC
N/A—8,180-8,180-100%$551.2K———
First National Bank & Trust Co of Newtown
N/A—8,060-8,060-100%$539.9K———
Allied Private Wealth LLC
N/A—7,400-7,400-100%$496.0K———
Tudor Investment Corp ET AL
N/A—7,383-7,383-100%$497.5K———
Berkshire Asset Management LLC
N/A—7,149-7,149-100%$481.7K———
NorthCoast Asset Management LLC
N/A—6,011-6,011-100%$405.1K———
Great Valley Advisor Group, Inc.
N/A—6,004-6,004-100%$404.6K———
Wealth Watch Advisors, Inc
N/A—5,580-5,580-100%$376.0K———
Modern Wealth Management, LLC
N/A—5,130-5,130-100%$345.7K———
Luminist Capital LLC
N/A—4,374-4,374-100%$294.7K———
Integrated Wealth Concepts LLC
N/A—4,373-4,373-100%$294.7K———
&partners
N/A—4,266-4,266-100%$287.5K———
Knightsbridge Asset Management, LLC
N/A—4,166-4,166-100%$280.7K———
Royal Bank of Canada
N/A—4,122-4,122-100%$278.0K———
Arkadios Wealth Advisors
N/A—4,078-4,078-100%$274.8K———
Belpointe Asset Management LLC
N/A—4,044-4,044-100%$272.5K———
Nuveen, LLC
N/A—3,969-3,969-100%$267.4K———
AE Wealth Management LLC
N/A—3,962-3,962-100%$266.9K———
Farringdon Capital, Ltd.
N/A—3,897-3,897-100%$262.6K———
Smith, Moore & Co.
N/A—3,890-3,890-100%$262.1K———
Fiduciary Financial Advisors
N/A—3,840-3,840-100%$258.8K———
Bay Rivers Group
N/A—3,645-3,645-100%$245.6K———
Equitable Holdings, Inc.
N/A—3,609-3,609-100%$243.2K———
Cerity Partners LLC
N/A—3,598-3,598-100%$242.4K———
Kingsview Wealth Management, LLC
N/A—3,458-3,458-100%$233.0K———
XTX Topco Ltd
N/A—3,238-3,238-100%$218.2K———
Savvy Advisors, Inc.
N/A—3,206-3,206-100%$216.0K———
Morse Asset Management, Inc
N/A—3,200-3,200-100%$215.6K———
Marco Investment Management LLC
N/A—3,197-3,197-100%$215.4K———
Financial Life Planners
N/A—2,786-2,786-100%$187.7K———
BFC Planning, Inc.
N/A—2,176-2,176-100%$146.6K———
Brown Brothers Harriman & Co
N/A—2,092-2,092-100%$141.0K———
Rockefeller Capital Management L.P.
N/A—1,950-1,950-100%$131.5K———
Strategic Investment Solutions, Inc.
N/A—1,865-1,865-100%$125.7K———
Whittier Trust Co
N/A—1,550-1,550-100%$105.6K———
Jones Financial Companies Lllp
N/A—1,488-1,488-100%$95.9K———
Morgan Stanley
N/A—1,342-1,342-100%$90.4K———
Imprint Wealth LLC
N/A—1,006-1,006-100%$67.8K———
Corsicana & Co.
N/A—920-920-100%$62.0K———
O'shaughnessy Asset Management, LLC
N/A—866-866-100%$58.4K———
Steward Partners Investment Advisory, LLC
N/A—708-708-100%$47.7K———
Steigerwald, Gordon & Koch Inc.
N/A—173-173-100%$11.7K———
Caitlin John, LLC
N/A—55-55-100%$3.7K———
Wells Fargo & Company
N/A—1-1-100%$83———
Huntington National Bank
N/A—1-1-100%$67———
BlackRock, Inc.
N/A—1-1-100%$48———
Showing 274 of 274 institutions