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Proshares Ultra QQQ (QLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Howard Capital Management, LLC
DECREASED
Shares9,205,783 from 9,258,755
Change-52,972 (-1%)
Value$880.5M (-$15.3M)
Filed 2026-10-16
Main Street Group, LTD
INCREASED
Shares1,069,057 from 1,042,378
Change+26,679 (+3%)
Value$102.3M (+$1.4M)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares600,015 from 599,844
Change+171 (+0%)
Value$57.4M (-$649.5K)
Filed 2026-10-14
Turner Capital Investments, LLC
NEW
Shares461,694
Change+461,694
Value$44.2M
Filed 2026-10-09
Dedeker Financial LLC
INCREASED
Shares384,371 from 357,061
Change+27,310 (+8%)
Value$36.8M (+$2.2M)
Filed 2026-10-23
Dale Q Rice Investment Management Ltd
INCREASED
Shares258,195 from 257,513
Change+682 (+0%)
Value$24.7M (-$220.6K)
Filed 2026-10-09
Toth Financial Advisory Corp
DECREASED
Shares232,929 from 239,602
Change-6,673 (-3%)
Value$22.3M (-$904.2K)
Filed 2026-10-08
Westwood Wealth Management
DECREASED
Shares217,625 from 217,975
Change-350 (0%)
Value$20.8M (-$275.4K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares134,636 from 88,309
Change+46,327 (+52%)
Value$12.9M (+$4.3M)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares124,594 from 134,981
Change-10,387 (-8%)
Value$11.9M (-$1.1M)
Filed 2026-10-16
Regions Financial Corp
UNCHANGED
Shares119,656 from 119,656
Change0 (0%)
Value$11.4M (-$132.8K)
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares109,527 from 109,747
Change-220 (0%)
Value$10.5M (-$142.9K)
Filed 2026-11-03
CPR Investments Inc.
INCREASED
Shares99,377 from 7,264
Change+92,113 (+1268%)
Value$9.5M (+$8.8M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares84,680 from 84,860
Change-180 (0%)
Value$8.1M (-$111.4K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares82,667 from 83,305
Change-638 (-1%)
Value$7.9M (-$153.5K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED
Shares81,380 from 87,780
Change-6,400 (-7%)
Value$7.8M (-$709.6K)
Filed 2026-11-05
Discipline Wealth Solutions, LLC
INCREASED
Shares80,630 from 71,112
Change+9,518 (+13%)
Value$7.7M (+$831.4K)
Filed 2026-10-14
Woodward Diversified Capital, LLC
INCREASED
Shares66,354 from 51,230
Change+15,124 (+30%)
Value$6.3M (+$1.4M)
Filed 2026-10-21
Global View Capital Management LLC
DECREASED
Shares61,869 from 503,700
Change-441,831 (-88%)
Value$5.9M (-$42.8M)
Filed 2026-10-28
SteelPeak Wealth, LLC
INCREASED
Shares52,049 from 49,020
Change+3,029 (+6%)
Value$5.0M (+$235.3K)
Filed 2026-10-16
Legacy Wealth Partners, LLC
INCREASED
Shares51,512 from 6,227
Change+45,285 (+727%)
Value$4.9M (+$4.3M)
Filed 2026-10-15
SBI Securities Co., Ltd.
INCREASED
Shares46,300 from 45,267
Change+1,033 (+2%)
Value$4.4M (+$48.6K)
Filed 2026-10-22
Latitude Advisors, LLC
DECREASED
Shares37,244 from 37,706
Change-462 (-1%)
Value$3.6M (-$86.1K)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares37,164 from 37,692
Change-528 (-1%)
Value$3.6M (-$92.3K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares32,726 from 32,122
Change+604 (+2%)
Value$3.1M (+$22.1K)
Filed 2026-11-05
180 Wealth Advisors, LLC
INCREASED
Shares27,278 from 25,853
Change+1,425 (+6%)
Value$2.6M (+$107.6K)
Filed 2026-11-03
Genesee Capital Advisors, LLC
INCREASED
Shares23,972 from 3,415
Change+20,557 (+602%)
Value$2.3M (+$2.0M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares23,124 from 20,514
Change+2,610 (+13%)
Value$2.2M (+$226.9K)
Filed 2026-10-08
Tempus Wealth Planning, LLC
DECREASED
Shares22,924 from 32,161
Change-9,237 (-29%)
Value$2.2M (-$919.2K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares20,055 from 20,522
Change-467 (-2%)
Value$1.9M (-$67.4K)
Filed 2026-10-27
HBW Advisory Services LLC
INCREASED
Shares19,762 from 17,711
Change+2,051 (+12%)
Value$1.9M (+$176.6K)
Filed 2026-10-15
Robinson Value Management, Ltd.
NEW
Shares19,512
Change+19,512
Value$1.9M
Filed 2026-10-20
Wesbanco Bank Inc
UNCHANGED
Shares19,200 from 19,200
Change0 (0%)
Value$1.8M (-$21.3K)
Filed 2026-11-04
J. Safra Sarasin Holding AG
DECREASED
Shares18,250 from 21,128
Change-2,878 (-14%)
Value$1.7M (-$299.3K)
Filed 2026-10-26
Innova Wealth Partners
INCREASED
Shares18,177 from 18,102
Change+75 (+0%)
Value$1.7M (-$12.9K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
DECREASED
Shares17,800 from 17,960
Change-160 (-1%)
Value$1.7M (-$35.2K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,367 from 24,731
Change-7,364 (-30%)
Value$1.7K (-$2.4M)
Filed 2026-11-02
Avior Wealth Management, LLC
UNCHANGED
Shares16,570 from 16,570
Change0 (0%)
Value$1.6M (-$18.4K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares16,402 from 17,686
Change-1,284 (-7%)
Value$1.6M (-$142.4K)
Filed 2026-11-04
One Way Holdings LLC
NEW
Shares16,011
Change+16,011
Value$1.5M
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares15,257 from 3,657
Change+11,600 (+317%)
Value$1.5M (+$1.1M)
Filed 2026-10-29
Atlatl Advisers LLC
INCREASED
Shares14,573 from 13,916
Change+657 (+5%)
Value$1.4M (+$47.4K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,270 from 6,169
Change+8,101 (+131%)
Value$1.4M (+$813.9K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
INCREASED
Shares13,525 from 11,528
Change+1,997 (+17%)
Value$1.3M (+$178.3K)
Filed 2026-10-16
Global Financial Private Client, LLC
UNCHANGED
Shares12,864 from 12,864
Change0 (0%)
Value$1.2M (-$14.3K)
Filed 2026-10-15
Castleview Partners, LLC
DECREASED
Shares12,456 from 29,895
Change-17,439 (-58%)
Value$1.2M (-$1.7M)
Filed 2026-10-09
Kestra Advisory Services, LLC
DECREASED
Shares12,450 from 13,003
Change-553 (-4%)
Value$1.2M (-$67.3K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
UNCHANGED
Shares12,215 from 12,215
Change0 (0%)
Value$1.2M (-$13.6K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares11,560 from 11,205
Change+355 (+3%)
Value$1.1M (+$21.5K)
Filed 2026-10-22
Mindset Wealth Management, LLC
DECREASED
Shares10,521 from 14,028
Change-3,507 (-25%)
Value$1.0M (-$351.0K)
Filed 2026-10-19
Central Valley Advisors, LLC
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$918.2K (-$10.7K)
Filed 2026-10-27
Independent Financial Group, LLC
DECREASED
Shares9,500 from 10,298
Change-798 (-8%)
Value$908.7K (-$87.7K)
Filed 2026-10-13
Horizon Wealth Management, LLC
UNCHANGED
Shares8,813 from 8,813
Change0 (0%)
Value$842.9K (-$9.8K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares8,744 from 8,360
Change+384 (+5%)
Value$836.4K (+$27.5K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED
Shares8,445 from 8,445
Change0 (0%)
Value$807.8K (-$9.4K)
Filed 2026-10-30
SpringVest Wealth Management LLC
UNCHANGED
Shares8,019 from 8,019
Change0 (0%)
Value$767.0K (-$8.9K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares7,510 from 4,288
Change+3,222 (+75%)
Value$718.3K (+$303.4K)
Filed 2026-11-05
CRA Financial Services, LLC
INCREASED
Shares7,053 from 6,453
Change+600 (+9%)
Value$674.6K (+$50.2K)
Filed 2026-10-16
Keybank National Association
UNCHANGED
Shares6,828 from 6,828
Change0 (0%)
Value$653.1K (-$7.6K)
Filed 2026-11-04
Burney Co/
NEW
Shares6,742
Change+6,742
Value$644.9K
Filed 2026-10-15
Focused Alpha, LLC
DECREASED
Shares6,589 from 6,836
Change-247 (-4%)
Value$630.2K (-$31.2K)
Filed 2026-10-20
Adell Harriman & Carpenter Inc
INCREASED
Shares6,521 from 6,520
Change+1 (+0%)
Value$623.7K (-$7.1K)
Filed 2026-11-02
Grandview Asset Management LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$612.2K (-$7.1K)
Filed 2026-10-19
Aire Advisors, LLC
UNCHANGED
Shares6,003 from 6,003
Change0 (0%)
Value$574.2K (-$6.7K)
Filed 2026-10-22
Vise Technologies, Inc.
UNCHANGED
Shares5,269 from 5,269
Change0 (0%)
Value$504.0K (-$5.8K)
Filed 2026-10-29
James J. Burns & Company, LLC
UNCHANGED
Shares5,145 from 5,145
Change0 (0%)
Value$492.1K (-$5.7K)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares4,911 from 4,911
Change0 (0%)
Value$469.7K (-$5.5K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares4,780 from 4,837
Change-57 (-1%)
Value$457.2K (-$10.8K)
Filed 2026-10-09
Sepio Capital, LP
INCREASED
Shares4,384 from 2,209
Change+2,175 (+98%)
Value$419.4K (+$205.6K)
Filed 2026-10-22
Accurate Wealth Management, LLC
DECREASED
Shares4,339 from 4,360
Change-21 (0%)
Value$418.5K (+$9.9K)
Filed 2026-10-20
Old Mission Investment Co LLC
INCREASED
Shares4,330 from 3,267
Change+1,063 (+33%)
Value$414.1K (+$98.0K)
Filed 2026-10-22
Silverleafe Capital Partners, LLC
UNCHANGED
Shares4,166 from 4,166
Change0 (0%)
Value$398.5K (-$4.6K)
Filed 2026-10-02
Simplex Trading, LLC
NEW
Shares3,880
Change+3,880
Value$371.1K
Filed 2026-11-04
Klein Pavlis & Peasley Financial, Inc.
NEW
Shares3,816
Change+3,816
Value$365.0K
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares3,802 from 3,886
Change-84 (-2%)
Value$378.4K (+$11.3K)
Filed 2026-10-28
Norden Group LLC
INCREASED
Shares3,740 from 3,697
Change+43 (+1%)
Value$357.8K (+$31)
Filed 2026-10-20
Appalachian Capital Management Ltd
DECREASED
Shares3,693 from 6,293
Change-2,600 (-41%)
Value$353.2K (-$255.7K)
Filed 2026-10-14
Zullo Investment Group, Inc.
INCREASED
Shares3,604 from 3,603
Change+1 (+0%)
Value$344.7K (-$4.0K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,493 from 3,393
Change+100 (+3%)
Value$334.1K (+$5.8K)
Filed 2026-10-27
Segment Wealth Management, LLC
INCREASED
Shares3,415 from 3,403
Change+12 (+0%)
Value$326.6K (-$2.6K)
Filed 2026-10-26
Innovative Wealth Building LLC
DECREASED
Shares3,288 from 3,903
Change-615 (-16%)
Value$314.5K (-$63.1K)
Filed 2026-10-14
Capital Investment Counsel, Inc
DECREASED
Shares3,185 from 3,610
Change-425 (-12%)
Value$304.6K (-$44.7K)
Filed 2026-10-20
Aegis Wealth Management, Inc.
DECREASED
Shares3,148 from 3,515
Change-367 (-10%)
Value$301.1K (-$39.0K)
Filed 2026-10-26
Traynor Capital Management, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$287.0K (-$3.3K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares2,939 from 2,695
Change+244 (+9%)
Value$281.1K (+$20.3K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
DECREASED
Shares2,914 from 2,948
Change-34 (-1%)
Value$278.7K (-$6.5K)
Filed 2026-10-09
Clear Creek Financial Management, LLC
DECREASED
Shares2,910 from 2,950
Change-40 (-1%)
Value$278.3K (-$7.1K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares2,597 from 2,597
Change0 (0%)
Value$248.4K (-$2.9K)
Filed 2026-10-05
Retirement Planning Co of New England, Inc.
NEW
Shares2,576
Change+2,576
Value$246.4K
Filed 2026-10-15
Rockwood Wealth Management, LLC
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$244.9K (-$2.8K)
Filed 2026-10-27
Tucker Asset Management LLC
DECREASED
Shares2,496 from 2,773
Change-277 (-10%)
Value$238.7K (-$29.6K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
NEW
Shares2,481
Change+2,481
Value$237.3K
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares2,409 from 2,519
Change-110 (-4%)
Value$233.9K (-$9.9K)
Filed 2026-10-13
Optivise Advisory Services LLC
DECREASED
Shares2,399 from 2,436
Change-37 (-2%)
Value$229.5K (-$6.2K)
Filed 2026-10-19
Chatham Capital Group, Inc.
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$223.8K (-$2.6K)
Filed 2026-10-16
Seek First Inc.
DECREASED
Shares2,331 from 2,451
Change-120 (-5%)
Value$222.9K (-$14.2K)
Filed 2026-10-27
Visionary Wealth Advisors
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$218.3K (-$2.5K)
Filed 2026-11-04
Montchanin Asset Management, LLC
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$205 (-$206.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares2,124 from 4,074
Change-1,950 (-48%)
Value$203.2K (-$191.0K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$118.9K (-$1.3K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,060 from 1,091
Change-31 (-3%)
Value$101.4K (-$4.2K)
Filed 2026-11-03
Beacon Capital Management, Inc.
DECREASED
Shares1,004 from 1,413
Change-409 (-29%)
Value$96.0K (-$40.7K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares913 from 922
Change-9 (-1%)
Value$87.3K (-$2.0K)
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares877 from 928
Change-51 (-5%)
Value$83.8K (-$6.0K)
Filed 2026-10-23
Monetary Solutions, Ltd
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$80.3K (-$932)
Filed 2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$70.6K (-$819)
Filed 2026-10-22
Cape Investment Advisory, Inc.
DECREASED
Shares415 from 543
Change-128 (-24%)
Value$39.7K (-$12.9K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$37.4K (-$434)
Filed 2026-10-16
American Capital Advisory, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$31.4K (-$364)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares214 from 148
Change+66 (+45%)
Value$20.5K (+$6.2K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19 ($0)
Filed 2026-11-04
AlphaCore Capital LLC
NEW
Shares183
Change+183
Value$17.5K
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares172
Change+172
Value$16.5K
Filed 2026-11-03
Aspect Partners, LLC
NEW
Shares58
Change+58
Value$5.5K
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
NEW
Shares50
Change+50
Value$4.8K
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.7K (-$31)
Filed 2026-10-23
Davidson Capital Management Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$574 (-$7)
Filed 2026-10-15
Encompass More Asset Management
CLOSED
Shares0 from 25,391
Change-25,391 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-16
Client First Investment Management LLC
CLOSED
Shares0 from 23,771
Change-23,771 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-09
United Advisor Group, LLC
CLOSED
Shares0 from 5,956
Change-5,956 (-100%)
Value$0 (-$576.3K)
Filed 2026-11-03
Citigroup Inc
CLOSED
Shares0 from 3,446
Change-3,446 (-100%)
Value$0 (-$333.4K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 2,424
Change-2,424 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-23
FAI Advisors, Inc.
CLOSED
Shares0 from 2,405
Change-2,405 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-27
Bullseye Investment Management, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$32.5K)
Filed 2026-10-29
CoreCap Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$14 ($0)
Filed 2026-10-08
Clearstead Trust, LLC
N/A
Shares— from 772,566
Change-772,566 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 295,650
Change-295,650 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 156,968
Change-156,968 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 154,687
Change-154,687 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 151,522
Change-151,522 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 131,310
Change-131,310 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 124,151
Change-124,151 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 105,918
Change-105,918 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 76,041
Change-76,041 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 70,384
Change-70,384 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 69,566
Change-69,566 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 65,260
Change-65,260 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 65,014
Change-65,014 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 59,558
Change-59,558 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 53,709
Change-53,709 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 50,118
Change-50,118 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 49,251
Change-49,251 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 48,266
Change-48,266 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 45,937
Change-45,937 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 45,701
Change-45,701 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 45,117
Change-45,117 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 45,011
Change-45,011 (-100%)
Value—
UBS Group AG
N/A
Shares— from 41,055
Change-41,055 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 38,561
Change-38,561 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 31,746
Change-31,746 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 31,564
Change-31,564 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,874
Change-30,874 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 29,759
Change-29,759 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,770
Change-27,770 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25,904
Change-25,904 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 25,322
Change-25,322 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,665
Change-22,665 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 22,166
Change-22,166 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 20,750
Change-20,750 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,182
Change-19,182 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16,332
Change-16,332 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,570
Change-14,570 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,833
Change-13,833 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 13,740
Change-13,740 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,292
Change-13,292 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,936
Change-12,936 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,772
Change-11,772 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,759
Change-11,759 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,039
Change-11,039 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 11,026
Change-11,026 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 9,696
Change-9,696 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,894
Change-7,894 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,894
Change-7,894 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 7,465
Change-7,465 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 7,226
Change-7,226 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 7,112
Change-7,112 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,618
Change-6,618 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 6,604
Change-6,604 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 996
Change-996 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Barclays PLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 60
Change-60 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 44
Change-44 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 41
Change-41 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 33
Change-33 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Howard Capital Management, LLC
DECREASED9,205,7839,258,755-52,972-1%$895.9M$880.5M-$15.3M2026-10-16
Main Street Group, LTD
INCREASED1,069,0571,042,378+26,679+3%$100.9M$102.3M+$1.4M2026-10-28
Focus Financial Network, Inc.
INCREASED600,015599,844+171+0%$58.0M$57.4M-$649.5K2026-10-14
Turner Capital Investments, LLC
NEW461,694—+461,694——$44.2M—2026-10-09
Dedeker Financial LLC
INCREASED384,371357,061+27,310+8%$34.5M$36.8M+$2.2M2026-10-23
Dale Q Rice Investment Management Ltd
INCREASED258,195257,513+682+0%$24.9M$24.7M-$220.6K2026-10-09
Toth Financial Advisory Corp
DECREASED232,929239,602-6,673-3%$23.2M$22.3M-$904.2K2026-10-08
Westwood Wealth Management
DECREASED217,625217,975-3500%$21.1M$20.8M-$275.4K2026-10-29
Creative Planning
INCREASED134,63688,309+46,327+52%$8.5M$12.9M+$4.3M2026-11-02
GenWealth Group, Inc.
DECREASED124,594134,981-10,387-8%$13.1M$11.9M-$1.1M2026-10-16
Regions Financial Corp
UNCHANGED119,656119,65600%$11.6M$11.4M-$132.8K2026-11-05
HUB Investment Partners, LLC
DECREASED109,527109,747-2200%$10.6M$10.5M-$142.9K2026-11-03
CPR Investments Inc.
INCREASED99,3777,264+92,113+1268%$730.9K$9.5M+$8.8M2026-10-26
Wealthcare Advisory Partners LLC
DECREASED84,68084,860-1800%$8.2M$8.1M-$111.4K2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED82,66783,305-638-1%$8.1M$7.9M-$153.5K2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED81,38087,780-6,400-7%$8.5M$7.8M-$709.6K2026-11-05
Discipline Wealth Solutions, LLC
INCREASED80,63071,112+9,518+13%$6.9M$7.7M+$831.4K2026-10-14
Woodward Diversified Capital, LLC
INCREASED66,35451,230+15,124+30%$5.0M$6.3M+$1.4M2026-10-21
Global View Capital Management LLC
DECREASED61,869503,700-441,831-88%$48.7M$5.9M-$42.8M2026-10-28
SteelPeak Wealth, LLC
INCREASED52,04949,020+3,029+6%$4.7M$5.0M+$235.3K2026-10-16
Legacy Wealth Partners, LLC
INCREASED51,5126,227+45,285+727%$602.5K$4.9M+$4.3M2026-10-15
SBI Securities Co., Ltd.
INCREASED46,30045,267+1,033+2%$4.4M$4.4M+$48.6K2026-10-22
Latitude Advisors, LLC
DECREASED37,24437,706-462-1%$3.6M$3.6M-$86.1K2026-10-27
Sowell Financial Services LLC
DECREASED37,16437,692-528-1%$3.6M$3.6M-$92.3K2026-10-23
Meridian Wealth Management, LLC
INCREASED32,72632,122+604+2%$3.1M$3.1M+$22.1K2026-11-05
180 Wealth Advisors, LLC
INCREASED27,27825,853+1,425+6%$2.5M$2.6M+$107.6K2026-11-03
Genesee Capital Advisors, LLC
INCREASED23,9723,415+20,557+602%$330.4K$2.3M+$2.0M2026-10-20
Farther Finance Advisors, LLC
INCREASED23,12420,514+2,610+13%$2.0M$2.2M+$226.9K2026-10-08
Tempus Wealth Planning, LLC
DECREASED22,92432,161-9,237-29%$3.1M$2.2M-$919.2K2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED20,05520,522-467-2%$2.0M$1.9M-$67.4K2026-10-27
HBW Advisory Services LLC
INCREASED19,76217,711+2,051+12%$1.7M$1.9M+$176.6K2026-10-15
Robinson Value Management, Ltd.
NEW19,512—+19,512——$1.9M—2026-10-20
Wesbanco Bank Inc
UNCHANGED19,20019,20000%$1.9M$1.8M-$21.3K2026-11-04
J. Safra Sarasin Holding AG
DECREASED18,25021,128-2,878-14%$2.0M$1.7M-$299.3K2026-10-26
Innova Wealth Partners
INCREASED18,17718,102+75+0%$1.8M$1.7M-$12.9K2026-10-21
Galvin, Gaustad & Stein, LLC
DECREASED17,80017,960-160-1%$1.7M$1.7M-$35.2K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED17,36724,731-7,364-30%$2.4M$1.7K-$2.4M2026-11-02
Avior Wealth Management, LLC
UNCHANGED16,57016,57000%$1.6M$1.6M-$18.4K2026-10-13
Lido Advisors, LLC
DECREASED16,40217,686-1,284-7%$1.7M$1.6M-$142.4K2026-11-04
One Way Holdings LLC
NEW16,011—+16,011——$1.5M—2026-10-29
Integrity Alliance, Llc.
INCREASED15,2573,657+11,600+317%$353.9K$1.5M+$1.1M2026-10-29
Atlatl Advisers LLC
INCREASED14,57313,916+657+5%$1.3M$1.4M+$47.4K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED14,2706,169+8,101+131%$578.0K$1.4M+$813.9K2026-10-13
WealthBridge Capital Management, LLC
INCREASED13,52511,528+1,997+17%$1.1M$1.3M+$178.3K2026-10-16
Global Financial Private Client, LLC
UNCHANGED12,86412,86400%$1.2M$1.2M-$14.3K2026-10-15
Castleview Partners, LLC
DECREASED12,45629,895-17,439-58%$2.9M$1.2M-$1.7M2026-10-09
Kestra Advisory Services, LLC
DECREASED12,45013,003-553-4%$1.3M$1.2M-$67.3K2026-11-02
Koshinski Asset Management, Inc.
UNCHANGED12,21512,21500%$1.2M$1.2M-$13.6K2026-10-29
Brookstone Capital Management
INCREASED11,56011,205+355+3%$1.1M$1.1M+$21.5K2026-10-22
Mindset Wealth Management, LLC
DECREASED10,52114,028-3,507-25%$1.4M$1.0M-$351.0K2026-10-19
Central Valley Advisors, LLC
UNCHANGED9,6009,60000%$928.9K$918.2K-$10.7K2026-10-27
Independent Financial Group, LLC
DECREASED9,50010,298-798-8%$996.4K$908.7K-$87.7K2026-10-13
Horizon Wealth Management, LLC
UNCHANGED8,8138,81300%$852.7K$842.9K-$9.8K2026-11-02
Spectrum Wealth Advisory Group, LLC
INCREASED8,7448,360+384+5%$808.9K$836.4K+$27.5K2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED8,4458,44500%$817.1K$807.8K-$9.4K2026-10-30
SpringVest Wealth Management LLC
UNCHANGED8,0198,01900%$775.9K$767.0K-$8.9K2026-10-27
US Bancorp \de\
INCREASED7,5104,288+3,222+75%$414.9K$718.3K+$303.4K2026-11-05
CRA Financial Services, LLC
INCREASED7,0536,453+600+9%$624.4K$674.6K+$50.2K2026-10-16
Keybank National Association
UNCHANGED6,8286,82800%$660.7K$653.1K-$7.6K2026-11-04
Burney Co/
NEW6,742—+6,742——$644.9K—2026-10-15
Focused Alpha, LLC
DECREASED6,5896,836-247-4%$661.4K$630.2K-$31.2K2026-10-20
Adell Harriman & Carpenter Inc
INCREASED6,5216,520+1+0%$630.9K$623.7K-$7.1K2026-11-02
Grandview Asset Management LLC
UNCHANGED6,4006,40000%$619.3K$612.2K-$7.1K2026-10-19
Aire Advisors, LLC
UNCHANGED6,0036,00300%$580.8K$574.2K-$6.7K2026-10-22
Vise Technologies, Inc.
UNCHANGED5,2695,26900%$509.8K$504.0K-$5.8K2026-10-29
James J. Burns & Company, LLC
UNCHANGED5,1455,14500%$497.8K$492.1K-$5.7K2026-10-22
Brandywine OAK Private Wealth LLC
UNCHANGED4,9114,91100%$475.2K$469.7K-$5.5K2026-10-23
Balefire, LLC
DECREASED4,7804,837-57-1%$468.0K$457.2K-$10.8K2026-10-09
Sepio Capital, LP
INCREASED4,3842,209+2,175+98%$213.8K$419.4K+$205.6K2026-10-22
Accurate Wealth Management, LLC
DECREASED4,3394,360-210%$408.5K$418.5K+$9.9K2026-10-20
Old Mission Investment Co LLC
INCREASED4,3303,267+1,063+33%$316.1K$414.1K+$98.0K2026-10-22
Silverleafe Capital Partners, LLC
UNCHANGED4,1664,16600%$403.1K$398.5K-$4.6K2026-10-02
Simplex Trading, LLC
NEW3,880—+3,880——$371.1K—2026-11-04
Klein Pavlis & Peasley Financial, Inc.
NEW3,816—+3,816——$365.0K—2026-10-13
Global Assets Advisory, LLC
DECREASED3,8023,886-84-2%$367.1K$378.4K+$11.3K2026-10-28
Norden Group LLC
INCREASED3,7403,697+43+1%$357.7K$357.8K+$312026-10-20
Appalachian Capital Management Ltd
DECREASED3,6936,293-2,600-41%$608.9K$353.2K-$255.7K2026-10-14
Zullo Investment Group, Inc.
INCREASED3,6043,603+1+0%$348.7K$344.7K-$4.0K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,4933,393+100+3%$328.3K$334.1K+$5.8K2026-10-27
Segment Wealth Management, LLC
INCREASED3,4153,403+12+0%$329.3K$326.6K-$2.6K2026-10-26
Innovative Wealth Building LLC
DECREASED3,2883,903-615-16%$377.7K$314.5K-$63.1K2026-10-14
Capital Investment Counsel, Inc
DECREASED3,1853,610-425-12%$349.3K$304.6K-$44.7K2026-10-20
Aegis Wealth Management, Inc.
DECREASED3,1483,515-367-10%$340.1K$301.1K-$39.0K2026-10-26
Traynor Capital Management, Inc.
UNCHANGED3,0003,00000%$290.3K$287.0K-$3.3K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED2,9392,695+244+9%$260.8K$281.1K+$20.3K2026-11-05
Gerald Baker Financial Group LLC
DECREASED2,9142,948-34-1%$285.3K$278.7K-$6.5K2026-10-09
Clear Creek Financial Management, LLC
DECREASED2,9102,950-40-1%$285.4K$278.3K-$7.1K2026-10-28
MassMutual Private Wealth & Trust, FSB
UNCHANGED2,5972,59700%$251.3K$248.4K-$2.9K2026-10-05
Retirement Planning Co of New England, Inc.
NEW2,576—+2,576——$246.4K—2026-10-15
Rockwood Wealth Management, LLC
UNCHANGED2,5602,56000%$247.7K$244.9K-$2.8K2026-10-27
Tucker Asset Management LLC
DECREASED2,4962,773-277-10%$268.3K$238.7K-$29.6K2026-10-29
Concurrent Investment Advisors, LLC
NEW2,481—+2,481——$237.3K—2026-10-16
Krilogy Financial LLC
DECREASED2,4092,519-110-4%$243.7K$233.9K-$9.9K2026-10-13
Optivise Advisory Services LLC
DECREASED2,3992,436-37-2%$235.7K$229.5K-$6.2K2026-10-19
Chatham Capital Group, Inc.
UNCHANGED2,3402,34000%$226.4K$223.8K-$2.6K2026-10-16
Seek First Inc.
DECREASED2,3312,451-120-5%$237.2K$222.9K-$14.2K2026-10-27
Visionary Wealth Advisors
UNCHANGED2,2822,28200%$220.8K$218.3K-$2.5K2026-11-04
Montchanin Asset Management, LLC
UNCHANGED2,1402,14000%$207.0K$205-$206.8K2026-11-02
Commonwealth Equity Services, LLC
DECREASED2,1244,074-1,950-48%$394.2K$203.2K-$191.0K2026-11-02
Spire Wealth Management
UNCHANGED1,2431,24300%$120.3K$118.9K-$1.3K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED1,0601,091-31-3%$105.6K$101.4K-$4.2K2026-11-03
Beacon Capital Management, Inc.
DECREASED1,0041,413-409-29%$136.7K$96.0K-$40.7K2026-10-13
Parallel Advisors, LLC
DECREASED913922-9-1%$89.3K$87.3K-$2.0K2026-11-03
Financial Consulate, Inc
DECREASED877928-51-5%$89.8K$83.8K-$6.0K2026-10-23
Monetary Solutions, Ltd
UNCHANGED84084000%$81.3K$80.3K-$9322026-10-22
Farmers & Merchants Investments Inc
UNCHANGED73873800%$71.4K$70.6K-$8192026-10-22
Cape Investment Advisory, Inc.
DECREASED415543-128-24%$52.6K$39.7K-$12.9K2026-10-13
IFP Advisors, Inc
UNCHANGED39139100%$37.8K$37.4K-$4342026-10-16
American Capital Advisory, LLC
UNCHANGED32832800%$31.7K$31.4K-$3642026-10-28
EverSource Wealth Advisors, LLC
INCREASED214148+66+45%$14.3K$20.5K+$6.2K2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED20020000%$19$19$02026-11-04
AlphaCore Capital LLC
NEW183—+183——$17.5K—2026-11-04
Ascentis Independent Advisors
NEW172—+172——$16.5K—2026-11-03
Aspect Partners, LLC
NEW58—+58——$5.5K—2026-10-20
Plante Moran Financial Advisors, LLC
NEW50—+50——$4.8K—2026-11-04
Vima LLC
UNCHANGED282800%$2.7K$2.7K-$312026-10-23
Davidson Capital Management Inc.
UNCHANGED6600%$581$574-$72026-10-15
Encompass More Asset Management
CLOSED025,391-25,391-100%$2.5M$0-$2.5M2026-10-16
Client First Investment Management LLC
CLOSED023,771-23,771-100%$2.3M$0-$2.3M2026-10-09
United Advisor Group, LLC
CLOSED05,956-5,956-100%$576.3K$0-$576.3K2026-11-03
Citigroup Inc
CLOSED03,446-3,446-100%$333.4K$0-$333.4K2026-11-04
Kingswood Wealth Advisors, LLC
CLOSED02,424-2,424-100%$234.5K$0-$234.5K2026-10-23
FAI Advisors, Inc.
CLOSED02,405-2,405-100%$232.7K$0-$232.7K2026-10-27
Bullseye Investment Management, LLC
CLOSED0336-336-100%$32.5K$0-$32.5K2026-10-29
CoreCap Advisors, LLC
UNCHANGED000—$14$14$02026-10-08
Clearstead Trust, LLC
N/A—772,566-772,566-100%$74.8M———
Quadrature Capital Ltd
N/A—295,650-295,650-100%$28.6M———
HRT Financial LP
N/A—156,968-156,968-100%$15.2M———
Mariner, LLC
N/A—154,687-154,687-100%$15.0M———
LPL Financial LLC
N/A—151,522-151,522-100%$14.7M———
HighTower Advisors, LLC
N/A—131,310-131,310-100%$12.7M———
Advisors Preferred, LLC
N/A—124,151-124,151-100%$11.2M———
Connective Capital Management, LLC
N/A—105,918-105,918-100%$10.2M———
Renaissance Technologies LLC
N/A—102,000-102,000-100%$9.9M———
Osaic Holdings, Inc.
N/A—76,041-76,041-100%$7.4M———
Arax Advisory Partners
N/A—70,384-70,384-100%$6.8M———
Focus Partners Wealth
N/A—69,566-69,566-100%$6.7M———
Mercer Global Advisors Inc
N/A—65,260-65,260-100%$6.3M———
Sanctuary Advisors, LLC
N/A—65,014-65,014-100%$6.3M———
CIBC World Market Inc.
N/A—59,558-59,558-100%$5.8M———
IEQ Capital, LLC
N/A—53,709-53,709-100%$5.2M———
GTS Securities LLC
N/A—50,118-50,118-100%$4.9M———
Marshall Financial Group, LLC
N/A—49,251-49,251-100%$4.8M———
Composition Wealth, LLC
N/A—48,266-48,266-100%$4.7M———
PMV Capital Advisers, LLC
N/A—45,937-45,937-100%$4.4M———
PNC Financial Services Group, Inc.
N/A—45,701-45,701-100%$4.4M———
Summit Financial, LLC
N/A—45,117-45,117-100%$4.4M———
Cresset Asset Management, LLC
N/A—45,011-45,011-100%$4.4M———
UBS Group AG
N/A—41,055-41,055-100%$4.0M———
Squarepoint Ops LLC
N/A—38,561-38,561-100%$3.7M———
Rollins Financial Advisors, LLC
N/A—31,746-31,746-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—31,564-31,564-100%$3.1M———
Envestnet Asset Management Inc
N/A—30,874-30,874-100%$3.0M———
Bank of Montreal
N/A—29,759-29,759-100%$2.9M———
Donaldson Capital Management, LLC
N/A—28,000-28,000-100%$2.7M———
Natixis Advisors, LLC
N/A—27,770-27,770-100%$2.7M———
Tower Research Capital LLC (TRC)
N/A—25,904-25,904-100%$2.5M———
Harvest Investment Services, LLC
N/A—25,322-25,322-100%$2.5M———
GeoWealth Management, LLC
N/A—22,665-22,665-100%$2.2M———
AlpenGlobal Capital LLC
N/A—22,166-22,166-100%$2.1M———
Permanens Capital L.P.
N/A—20,750-20,750-100%$2.0M———
Citadel Advisors LLC
N/A—19,182-19,182-100%$1.9M———
Allworth Financial LP
N/A—16,332-16,332-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—14,570-14,570-100%$1.4M———
XTX Topco Ltd
N/A—13,833-13,833-100%$1.3M———
Pgim Custom Harvest LLC
N/A—13,740-13,740-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—13,292-13,292-100%$1.3M———
Modern Wealth Management, LLC
N/A—12,936-12,936-100%$1.3M———
Bank of America Corp
N/A—12,100-12,100-100%$1.2M———
BFC Planning, Inc.
N/A—11,772-11,772-100%$1.1M———
Nuveen, LLC
N/A—11,759-11,759-100%$1.1M———
Betterment LLC
N/A—11,039-11,039-100%$1.1M———
Flow Traders U.S. LLC
N/A—11,026-11,026-100%$1.1M———
Genesis Financial Group, LLC
N/A—10,610-10,610-100%$1.0M———
Savant Capital, LLC
N/A—9,696-9,696-100%$764.8K———
Banque Cantonale Vaudoise
N/A—9,600-9,600-100%$929.0K———
Cerity Partners LLC
N/A—8,927-8,927-100%$863.7K———
Institute for Wealth Management, Llc.
N/A—8,782-8,782-100%$849.7K———
Empower Advisory Group, LLC
N/A—8,696-8,696-100%$841.4K———
Quantinno Capital Management LP
N/A—8,031-8,031-100%$777.1K———
Ausdal Financial Partners, Inc.
N/A—7,894-7,894-100%$763.8K———
Advyzon Investment Management, LLC
N/A—7,894-7,894-100%$763.8K———
Lowery Thomas, LLC
N/A—7,842-7,842-100%$758.8K———
Rosenblum Silverman Sutton S F Inc
N/A—7,465-7,465-100%$722.3K———
Richmond Brothers, Inc.
N/A—7,226-7,226-100%$699.2K———
Lbmc Investment Advisors, LLC
N/A—7,112-7,112-100%$688.2K———
CIBC Bancorp USA Inc.
N/A—6,618-6,618-100%$640.4K———
American Alpha Advisors, LLC
N/A—6,604-6,604-100%$639.0K———
Ethos Financial Group, LLC
N/A—5,488-5,488-100%$425.8K———
Merit Financial Group, LLC
N/A—5,200-5,200-100%$503.2K———
Commerce Bank
N/A—5,180-5,180-100%$501.2K———
Clearwater Capital Advisors, LLC
N/A—5,151-5,151-100%$498.4K———
Captrust Financial Advisors
N/A—5,070-5,070-100%$490.6K———
Safe Harbor Fiduciary, LLC
N/A—5,050-5,050-100%$488.6K———
Apriem Advisors
N/A—4,884-4,884-100%$472.6K———
Schnieders Capital Management, Llc.
N/A—4,600-4,600-100%$445.1K———
Brown Brothers Harriman & Co
N/A—4,263-4,263-100%$412.5K———
Hilltop Partners LLC
N/A—4,193-4,193-100%$405.8K———
Blair William & Co
N/A—4,170-4,170-100%$403.5K———
United Capital Financial Advisors, LLC
N/A—4,147-4,147-100%$401.6K———
Nwam LLC
N/A—4,130-4,130-100%$399.6K———
Tradition Wealth Management, LLC
N/A—4,060-4,060-100%$392.8K———
Wealthspire Advisors, LLC
N/A—3,862-3,862-100%$373.7K———
Wealth Watch Advisors, Inc
N/A—3,753-3,753-100%$363.1K———
Susquehanna International Group, LLP
N/A—3,238-3,238-100%$313.3K———
MML Investors Services, LLC
N/A—3,210-3,210-100%$310.6K———
Financial Life Planners
N/A—3,096-3,096-100%$299.6K———
Two Sigma Securities, LLC
N/A—2,999-2,999-100%$290.2K———
Asset Management Group, Inc.
N/A—2,752-2,752-100%$266.3K———
Legacy Capital Wealth Management, LLC
N/A—2,710-2,710-100%$262.2K———
WealthTrust Axiom LLC
N/A—2,600-2,600-100%$251.6K———
Palumbo Wealth Management LLC
N/A—2,574-2,574-100%$249.1K———
Wall Street Financial Group, Inc.
N/A—2,531-2,531-100%$244.9K———
Garden State Investment Advisory Services LLC
N/A—2,400-2,400-100%$232.2K———
Second Half Financial Partners, LLC
N/A—2,400-2,400-100%$232.2K———
Ground Swell Capital, LLC
N/A—2,171-2,171-100%$210.1K———
J. M. Brown & Associates Inc.
N/A—2,153-2,153-100%$208.3K———
Atlantic Union Bankshares Corp
N/A—1,996-1,996-100%$193.1K———
Jones Financial Companies Lllp
N/A—1,582-1,582-100%$141.0K———
Clearstead Advisors, LLC
N/A—1,538-1,538-100%$148.8K———
Morgan Stanley
N/A—1,446-1,446-100%$139.9K———
Benson Wealth Management Inc
N/A—1,129-1,129-100%$109.2K———
Northwestern Mutual Wealth Management Co
N/A—996-996-100%$96.4K———
Smartleaf Asset Management LLC
N/A—718-718-100%$67.3K———
Steward Partners Investment Advisory, LLC
N/A—325-325-100%$31.4K———
Barclays PLC
N/A—320-320-100%$31.0K———
Glassman Wealth Services
N/A—60-60-100%$5.8K———
Caitlin John, LLC
N/A—44-44-100%$4.3K———
Royal Bank of Canada
N/A—44-44-100%$4.0K———
JPMorgan Chase & Co
N/A—41-41-100%$3.9K———
Harbour Investments, Inc.
N/A—38-38-100%$3.7K———
Federation des caisses Desjardins du Quebec
N/A—33-33-100%$3.2K———
O'shaughnessy Asset Management, LLC
N/A—24-24-100%$2.3K———
Rockefeller Capital Management L.P.
N/A—10-10-100%$968———
Financial Gravity Companies, Inc.
N/A—2-2-100%$194———
Wells Fargo & Company
N/A—1-1-100%$132———
Showing 236 of 236 institutions