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Proshares Ultrapro QQQ (TQQQ)

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
Shares5,210,629 from 5,206,883
Change+3,746 (+0%)
Value$406.6M (-$15.2M)
Filed 2026-10-16
Ppsc Investment Service Corp
INCREASED
Shares1,497,357 from 1,414,758
Change+82,599 (+6%)
Value$116.8M (+$2.2M)
Filed 2026-10-27
Paragon Advisors, LLC
INCREASED
Shares516,930 from 246,279
Change+270,651 (+110%)
Value$40.3M (+$20.4M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares355,936 from 502,752
Change-146,816 (-29%)
Value$27.8M (-$12.9M)
Filed 2026-11-04
Vestia Personal Wealth Advisors
INCREASED
Shares310,000 from 154,444
Change+155,556 (+101%)
Value$310.0K (+$155.6K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares308,926 from 264,290
Change+44,636 (+17%)
Value$24.1M (+$2.7M)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares273,826 from 59,051
Change+214,775 (+364%)
Value$21.4M (+$16.6M)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares243,139 from 247,691
Change-4,552 (-2%)
Value$19.0M (-$1.1M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares161,169 from 143,008
Change+18,161 (+13%)
Value$12.6M (+$992.4K)
Filed 2026-11-02
Turner Capital Investments, LLC
NEW
Shares147,511
Change+147,511
Value$11.5M
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
DECREASED
Shares146,600 from 146,668
Change-68 (0%)
Value$11.4M (-$440.9K)
Filed 2026-10-08
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED
Shares143,990 from 143,990
Change0 (0%)
Value$11.2M (-$427.7K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares126,738 from 128,444
Change-1,706 (-1%)
Value$10.2M (+$274.1K)
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares124,770 from 5,077
Change+119,693 (+2358%)
Value$9.7M (+$9.3M)
Filed 2026-11-02
Main Street Group, LTD
INCREASED
Shares109,028 from 108,515
Change+513 (+0%)
Value$8.5M (-$282.2K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares94,685 from 96,326
Change-1,641 (-2%)
Value$7.4M (-$414.2K)
Filed 2026-11-04
Brighton Jones LLC
DECREASED
Shares81,268 from 84,443
Change-3,175 (-4%)
Value$6.3M (-$498.5K)
Filed 2026-11-03
Demars Financial Group, LLC
INCREASED
Shares76,571 from 76,499
Change+72 (+0%)
Value$6.0M (-$221.6K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares76,270 from 27,782
Change+48,488 (+175%)
Value$6.0M (+$3.7M)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
INCREASED
Shares74,235 from 68,198
Change+6,037 (+9%)
Value$5.8M (+$268.6K)
Filed 2026-10-14
SteelPeak Wealth, LLC
UNCHANGED
Shares70,549 from 70,549
Change0 (0%)
Value$5.5M (-$209.5K)
Filed 2026-10-16
Ridgepath Capital Management LLC
INCREASED
Shares69,435 from 65,657
Change+3,778 (+6%)
Value$5.4M (+$99.8K)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares65,377 from 65,778
Change-401 (-1%)
Value$5.1M (-$226.7K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares62,287 from 62,287
Change0 (0%)
Value$4.9M (-$185.0K)
Filed 2026-10-27
Toth Financial Advisory Corp
DECREASED
Shares60,599 from 63,298
Change-2,699 (-4%)
Value$4.7M (-$398.6K)
Filed 2026-10-08
Finward Bancorp
NEW
Shares53,399
Change+53,399
Value$4.2M
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares52,669 from 47,004
Change+5,665 (+12%)
Value$4.1M (+$302.4K)
Filed 2026-10-23
Encompass More Asset Management
INCREASED
Shares51,715 from 36,276
Change+15,439 (+43%)
Value$4.0M (+$1.1M)
Filed 2026-10-16
BXM Wealth LLC
INCREASED
Shares50,775 from 37,105
Change+13,670 (+37%)
Value$4.0M (+$956.5K)
Filed 2026-11-03
Variant Private Wealth, LLC
NEW
Shares50,327
Change+50,327
Value$3.9M
Filed 2026-10-21
Retirement Planning Co of New England, Inc.
INCREASED
Shares46,144 from 44,551
Change+1,593 (+4%)
Value$3.6M (-$8.0K)
Filed 2026-10-15
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares44,689 from 44,000
Change+689 (+2%)
Value$3.5M (-$76.9K)
Filed 2026-10-13
Pinnacle Associates LTD
INCREASED
Shares44,093 from 44,004
Change+89 (+0%)
Value$3.4M (-$123.8K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares40,950 from 44,424
Change-3,474 (-8%)
Value$3.2M (-$403.0K)
Filed 2026-10-14
DeDora Capital, Inc.
DECREASED
Shares40,146 from 40,749
Change-603 (-1%)
Value$3.1M (-$168.0K)
Filed 2026-10-26
J. Safra Sarasin Holding AG
DECREASED
Shares38,324 from 41,718
Change-3,394 (-8%)
Value$3.0M (-$389.7K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares36,494 from 39,956
Change-3,462 (-9%)
Value$2.8M (-$388.9K)
Filed 2026-10-20
Clarity Wealth Advisors, LLC
INCREASED
Shares33,420 from 33,140
Change+280 (+1%)
Value$2.6M (-$76.6K)
Filed 2026-10-21
Thor Trading Advisors, LLC
DECREASED
Shares32,500 from 51,087
Change-18,587 (-36%)
Value$2.5M (-$1.6M)
Filed 2026-11-05
Sherman Wealth Management LLC
DECREASED
Shares31,708 from 31,775
Change-67 (0%)
Value$2.5M (-$99.6K)
Filed 2026-10-16
Greenhouse Wealth Management, LLC
INCREASED
Shares31,419 from 31,284
Change+135 (+0%)
Value$2.4M (+$18.9K)
Filed 2026-10-20
Sage Capital Management, LLC
DECREASED
Shares27,866 from 29,125
Change-1,259 (-4%)
Value$2.2M (-$184.7K)
Filed 2026-10-20
ATX Financial Planning, LLC
NEW
Shares27,239
Change+27,239
Value$2.1M
Filed 2026-10-14
Intrua Financial, LLC
INCREASED
Shares26,435 from 25,400
Change+1,035 (+4%)
Value$2.1M (+$5.3K)
Filed 2026-10-28
Fulton Bank, N.A.
UNCHANGED
Shares26,080 from 26,080
Change0 (0%)
Value$2.0M (-$77.5K)
Filed 2026-10-14
Citizens Financial Group Inc
DECREASED
Shares24,300 from 25,205
Change-905 (-4%)
Value$1.9M (-$145.5K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares22,748 from 7,613
Change+15,135 (+199%)
Value$1.8M (+$1.2M)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares21,797 from 18,254
Change+3,543 (+19%)
Value$1.7M (+$222.2K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares21,626 from 20,032
Change+1,594 (+8%)
Value$1.7M (+$64.9K)
Filed 2026-10-29
First Merchants Corp
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.6M (-$59.4K)
Filed 2026-10-15
25 LLC
INCREASED
Shares18,619 from 18,582
Change+37 (+0%)
Value$1.5M (-$52.3K)
Filed 2026-10-13
Focused Alpha, LLC
DECREASED
Shares18,499 from 20,001
Change-1,502 (-8%)
Value$1.4M (-$176.6K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares18,254 from 13,823
Change+4,431 (+32%)
Value$1.4M (+$304.7K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares17,626 from 34,052
Change-16,426 (-48%)
Value$1.4M (-$1.4M)
Filed 2026-11-02
Tempus Wealth Planning, LLC
UNCHANGED
Shares17,454 from 17,454
Change0 (0%)
Value$1.4M (-$51.8K)
Filed 2026-10-14
Segment Wealth Management, LLC
UNCHANGED
Shares16,572 from 16,572
Change0 (0%)
Value$1.3M (-$49.2K)
Filed 2026-10-26
Vontobel Holding Ltd.
INCREASED
Shares16,550 from 9,750
Change+6,800 (+70%)
Value$1.3M (+$501.6K)
Filed 2026-10-16
Wealth Architects, LLC
DECREASED
Shares16,224 from 16,257
Change-33 (0%)
Value$1.3M (-$50.8K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares15,586
Change+15,586
Value$1.2M
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares15,190 from 17,446
Change-2,256 (-13%)
Value$1.2M (-$227.8K)
Filed 2026-10-29
October Effect Ltd
DECREASED
Shares15,022 from 15,875
Change-853 (-5%)
Value$1.2M (-$113.7K)
Filed 2026-10-20
SLT Holdings LLC
INCREASED
Shares15,000 from 12,000
Change+3,000 (+25%)
Value$1.2M (+$198.5K)
Filed 2026-10-15
Tactive Advisors, LLC
DECREASED
Shares14,900 from 15,525
Change-625 (-4%)
Value$1.2M (-$94.9K)
Filed 2026-10-08
CPR Investments Inc.
INCREASED
Shares14,774 from 11,629
Change+3,145 (+27%)
Value$1.2M (+$210.9K)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares14,101 from 9,426
Change+4,675 (+50%)
Value$1.1M (+$336.8K)
Filed 2026-11-04
Viewpoint Capital Management LLC
UNCHANGED
Shares13,700 from 13,700
Change0 (0%)
Value$1.1M (-$40.7K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares13,108 from 13,447
Change-339 (-3%)
Value$1.0M (-$66.4K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED
Shares12,907 from 13,027
Change-120 (-1%)
Value$1.0M (-$48.1K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares12,227 from 12,202
Change+25 (+0%)
Value$954.1K (-$34.4K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
NEW
Shares12,103
Change+12,103
Value$944.4K
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares11,897 from 11,867
Change+30 (+0%)
Value$928.2K (-$33.1K)
Filed 2026-10-30
StoneX Group Inc.
DECREASED
Shares11,843 from 48,526
Change-36,683 (-76%)
Value$856.0K (-$3.1M)
Filed 2026-11-03
Surience Private Wealth LLC
NEW
Shares11,685
Change+11,685
Value$911.8K
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares11,300 from 8,392
Change+2,908 (+35%)
Value$884 (-$679.1K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,936 from 8,939
Change+1,997 (+22%)
Value$853.4K (+$129.3K)
Filed 2026-11-03
Traynor Capital Management, Inc.
DECREASED
Shares10,888 from 12,595
Change-1,707 (-14%)
Value$849.6K (-$170.6K)
Filed 2026-10-29
Fortune Financial Group, Inc.
DECREASED
Shares10,615 from 11,869
Change-1,254 (-11%)
Value$828.3K (-$133.1K)
Filed 2026-10-22
Erickson Financial Group, LLC
DECREASED
Shares10,482 from 12,636
Change-2,154 (-17%)
Value$817.9K (-$205.6K)
Filed 2026-11-05
HB Wealth Management, LLC
DECREASED
Shares10,395 from 10,483
Change-88 (-1%)
Value$811.1K (-$38.0K)
Filed 2026-10-23
True Private Wealth Advisors
DECREASED
Shares9,566 from 18,243
Change-8,677 (-48%)
Value$746.5K (-$731.2K)
Filed 2026-10-19
R2 Capital Strategies, LLC
INCREASED
Shares9,500 from 3,500
Change+6,000 (+171%)
Value$741.3K (+$457.8K)
Filed 2026-10-15
Global Assets Advisory, LLC
INCREASED
Shares9,170 from 9,153
Change+17 (+0%)
Value$758.6K (+$43.1K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares9,130 from 9,125
Change+5 (+0%)
Value$712.4K (-$26.7K)
Filed 2026-10-13
Innova Wealth Partners
DECREASED
Shares8,960 from 9,852
Change-892 (-9%)
Value$699.1K (-$98.9K)
Filed 2026-10-21
Chung Wu Investment Group, LLC
INCREASED
Shares8,920 from 4,550
Change+4,370 (+96%)
Value$696.0K (+$327.5K)
Filed 2026-11-03
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares8,896 from 8,896
Change0 (0%)
Value$694.2K (-$26.4K)
Filed 2026-10-09
HBW Advisory Services LLC
DECREASED
Shares8,300 from 8,389
Change-89 (-1%)
Value$647.7K (-$31.8K)
Filed 2026-10-15
StoneCrest Wealth Management, Inc.
DECREASED
Shares8,288 from 10,207
Change-1,919 (-19%)
Value$646.7K (-$180.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares8,160 from 7,446
Change+714 (+10%)
Value$636.7K (+$33.6K)
Filed 2026-10-08
Castleview Partners, LLC
INCREASED
Shares8,056 from 6,255
Change+1,801 (+29%)
Value$628.6K (+$122.0K)
Filed 2026-10-09
Purus Wealth Management, LLC
INCREASED
Shares7,608 from 7,596
Change+12 (+0%)
Value$593.6K (-$21.6K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares7,515 from 7,683
Change-168 (-2%)
Value$586.4K (-$35.9K)
Filed 2026-10-16
Ironwood Financial, llc
INCREASED
Shares7,296 from 7,168
Change+128 (+2%)
Value$569.3K (+$48.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares6,614 from 5,969
Change+645 (+11%)
Value$488.3K (+$109.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares6,614 from 5,969
Change+645 (+11%)
Value$488.3K (+$109.9K)
Filed 2026-10-20
Lauer Wealth, LLC
DECREASED
Shares6,522 from 8,463
Change-1,941 (-23%)
Value$523.3K (-$111.6K)
Filed 2026-10-13
Alternative Investment Advisors, Llc.
DECREASED
Shares6,467 from 6,595
Change-128 (-2%)
Value$504.7K (-$29.5K)
Filed 2026-11-03
Accurate Wealth Management, LLC
NEW
Shares6,365
Change+6,365
Value$501.7K
Filed 2026-10-20
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares6,255 from 6,255
Change0 (0%)
Value$488.1K (-$18.6K)
Filed 2026-10-14
Financial Insights, Inc.
UNCHANGED
Shares6,161 from 6,161
Change0 (0%)
Value$480.7K (-$18.3K)
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares6,134 from 6,156
Change-22 (0%)
Value$478.6K (-$20.0K)
Filed 2026-10-09
Triad Wealth Partners, LLC
NEW
Shares6,098
Change+6,098
Value$475.8K
Filed 2026-10-26
Droms Strauss Advisors Inc
INCREASED
Shares6,072 from 6,060
Change+12 (+0%)
Value$473.8K (-$17.0K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares5,835 from 7,955
Change-2,120 (-27%)
Value$439.7K (-$204.7K)
Filed 2026-10-14
Family Capital Management, Inc.
DECREASED
Shares5,807 from 6,025
Change-218 (-4%)
Value$453.1K (-$34.9K)
Filed 2026-11-03
Hanseatic Management Services Inc
INCREASED
Shares5,785 from 5,731
Change+54 (+1%)
Value$451.4K (-$12.8K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares5,566 from 6,149
Change-583 (-9%)
Value$434.3K (-$63.7K)
Filed 2026-11-02
Prairie Advisory, LLC
INCREASED
Shares5,418 from 1,909
Change+3,509 (+184%)
Value$422.8K (+$268.1K)
Filed 2026-10-19
MinichMacGregor Wealth Management, LLC
UNCHANGED
Shares5,391 from 5,391
Change0 (0%)
Value$420.7K (-$16.0K)
Filed 2026-10-14
Entrewealth, LLC
UNCHANGED
Shares5,053 from 5,053
Change0 (0%)
Value$394.2K (+$30.3K)
Filed 2026-10-14
James J. Burns & Company, LLC
UNCHANGED
Shares5,006 from 5,006
Change0 (0%)
Value$390.6K (-$14.9K)
Filed 2026-10-22
Clay Northam Wealth Management, LLC
UNCHANGED
Shares4,930 from 4,930
Change0 (0%)
Value$384.7K (-$14.6K)
Filed 2026-10-13
Birch Financial Group, LLC
INCREASED
Shares4,857 from 4,581
Change+276 (+6%)
Value$379.0K (+$8.0K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
INCREASED
Shares4,789 from 4,427
Change+362 (+8%)
Value$373.7K (+$15.1K)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares4,762 from 4,762
Change0 (0%)
Value$385.8K ($0)
Filed 2026-10-28
Bank of New York Mellon Corp
UNCHANGED
Shares4,662 from 4,662
Change0 (0%)
Value$363.8K (-$13.8K)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
INCREASED
Shares4,495 from 3,456
Change+1,039 (+30%)
Value$350.7K (+$70.8K)
Filed 2026-10-23
CRA Financial Services, LLC
INCREASED
Shares4,299 from 4,284
Change+15 (+0%)
Value$335.5K (-$11.6K)
Filed 2026-10-16
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares4,250 from 5,883
Change-1,633 (-28%)
Value$331.6K (-$144.9K)
Filed 2026-10-16
Northern Capital Management, Inc.
UNCHANGED
Shares4,236 from 4,236
Change0 (0%)
Value$330.5K (-$12.6K)
Filed 2026-11-05
Claro Advisors Inc.
UNCHANGED
Shares4,164 from 4,164
Change0 (0%)
Value$324.9K (-$12.4K)
Filed 2026-11-02
Kwmg, LLC
DECREASED
Shares4,024 from 4,524
Change-500 (-11%)
Value$314.0K (-$52.4K)
Filed 2026-10-07
Old Mission Investment Co LLC
DECREASED
Shares3,985 from 4,184
Change-199 (-5%)
Value$310.9K (-$28.0K)
Filed 2026-10-22
Kaizen Financial Strategies
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$292.6K (+$2.1K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares3,730 from 3,884
Change-154 (-4%)
Value$291.1K (-$23.6K)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares3,714 from 2,982
Change+732 (+25%)
Value$289.8K (+$48.3K)
Filed 2026-10-15
Townsend & Associates, Inc
INCREASED
Shares3,662 from 3,621
Change+41 (+1%)
Value$249.8K (+$4.9K)
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
DECREASED
Shares3,540 from 3,675
Change-135 (-4%)
Value$276.3K (-$21.4K)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares3,329 from 3,033
Change+296 (+10%)
Value$259.7K (+$14.1K)
Filed 2026-10-20
Kachkovsky & Fisher, Inc.
INCREASED
Shares3,294 from 3,170
Change+124 (+4%)
Value$257.0K (+$261)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares3,241 from 3,131
Change+110 (+4%)
Value$252.9K (-$731)
Filed 2026-11-04
International Assets Investment Management, LLC
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$254.0K (+$4.1K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares3,201 from 3,080
Change+121 (+4%)
Value$249.8K (+$266)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares3,179 from 3,158
Change+21 (+1%)
Value$248.1K (-$7.7K)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares3,172 from 2,827
Change+345 (+12%)
Value$247.5K (+$18.5K)
Filed 2026-10-22
Total Investment Management Inc
DECREASED
Shares3,149 from 4,016
Change-867 (-22%)
Value$245.7K (-$13.8K)
Filed 2026-10-22
Canton Hathaway, LLC
NEW
Shares3,144
Change+3,144
Value$245.3K
Filed 2026-10-23
Smith Chas P & Associates PA Cpas
DECREASED
Shares3,127 from 8,705
Change-5,578 (-64%)
Value$213.3K (-$491.8K)
Filed 2026-10-22
Leading Edge Financial Planning LLC
DECREASED
Shares3,107 from 3,145
Change-38 (-1%)
Value$242.4K (-$12.3K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares3,081 from 3,338
Change-257 (-8%)
Value$240.4K (-$30.0K)
Filed 2026-11-04
BlueSky Wealth Advisors, LLC
INCREASED
Shares3,075 from 2,766
Change+309 (+11%)
Value$239.9K (+$15.9K)
Filed 2026-10-29
Meridian Wealth Management, LLC
DECREASED
Shares3,036 from 3,963
Change-927 (-23%)
Value$236.9K (-$84.1K)
Filed 2026-11-05
FSM Wealth Advisors, LLC
DECREASED
Shares3,002 from 9,387
Change-6,385 (-68%)
Value$240.9K (-$519.5K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
NEW
Shares2,964
Change+2,964
Value$231.3K
Filed 2026-11-02
Silverleafe Capital Partners, LLC
INCREASED
Shares2,925 from 2,919
Change+6 (+0%)
Value$228.2K (-$8.2K)
Filed 2026-10-02
Fairfield Financial Advisors, LTD
DECREASED
Shares2,815 from 3,211
Change-396 (-12%)
Value$219.6K (-$40.5K)
Filed 2026-10-14
Security National Bank
NEW
Shares2,764
Change+2,764
Value$215.7K
Filed 2026-10-26
NovaPoint Capital, LLC
DECREASED
Shares2,738 from 3,447
Change-709 (-21%)
Value$213.6K (-$65.6K)
Filed 2026-10-22
Aegis Wealth Management, Inc.
DECREASED
Shares2,726 from 3,695
Change-969 (-26%)
Value$212.7K (-$86.6K)
Filed 2026-10-26
Beacon Capital Management, LLC
INCREASED
Shares2,726 from 2,721
Change+5 (+0%)
Value$212.7K (-$7.7K)
Filed 2026-10-23
Soltis Investment Advisors LLC
DECREASED
Shares2,592 from 2,900
Change-308 (-11%)
Value$202.3K (-$32.6K)
Filed 2026-10-28
Covestor Ltd
DECREASED
Shares2,158 from 3,804
Change-1,646 (-43%)
Value$168 (-$307.8K)
Filed 2026-10-30
Proathlete Wealth Management LLC
NEW
Shares1,905
Change+1,905
Value$148.6K
Filed 2026-10-15
SYM Financial Corp
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$145.9K (-$5.6K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$107.5K (-$4.1K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares1,346 from 186
Change+1,160 (+624%)
Value$106.1K (+$91.7K)
Filed 2026-10-16
Keystone Financial Group, Inc.
DECREASED
Shares1,097 from 1,107
Change-10 (-1%)
Value$85.6K (-$4.1K)
Filed 2026-10-13
CX Institutional
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$84 (-$4)
Filed 2026-10-02
PayPay Securities Corp
DECREASED
Shares902 from 1,039
Change-137 (-13%)
Value$70.4K (-$13.8K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares848 from 848
Change0 (0%)
Value$66.2K (-$2.5K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares795
Change+795
Value$62.0K
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares776 from 50
Change+726 (+1452%)
Value$60.5K (+$56.5K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$55.6K (-$2.1K)
Filed 2026-10-21
Fairman Group, LLC
INCREASED
Shares697 from 679
Change+18 (+3%)
Value$54.4K (-$660)
Filed 2026-10-26
Abound Wealth Management
NEW
Shares595
Change+595
Value$46.4K
Filed 2026-10-26
Wolff Wiese Magana LLC
DECREASED
Shares557 from 702
Change-145 (-21%)
Value$43.5K (-$13.4K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares450 from 570
Change-120 (-21%)
Value$35.2K (-$11.0K)
Filed 2026-10-08
Signature Resources Capital Management, LLC
INCREASED
Shares441 from 440
Change+1 (+0%)
Value$34.4K (-$1.3K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares411 from 310
Change+101 (+33%)
Value$32.1K (+$6.9K)
Filed 2026-10-19
Godsey & Gibb, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$31.2K (-$1.2K)
Filed 2026-10-14
AlphaCore Capital LLC
NEW
Shares350
Change+350
Value$27.3K
Filed 2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.6K (-$594)
Filed 2026-10-13
Old Second National Bank of Aurora
NEW
Shares190
Change+190
Value$14.8K
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$12.5K (-$475)
Filed 2026-11-05
Lodestone Wealth Management LLC
NEW
Shares151
Change+151
Value$11.8K
Filed 2026-10-14
Y.D. More Investments Ltd
NEW
Shares136
Change+136
Value$10.6K
Filed 2026-11-02
RMG Wealth Management LLC
NEW
Shares136
Change+136
Value$9.0K
Filed 2026-10-26
Hager Investment Management Services, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$5.5K (-$199)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares66
Change+66
Value$5.2K
Filed 2026-10-27
GGM Financial LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.9K (-$104)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares22
Change+22
Value$1.7K
Filed 2026-10-21
Breakwater Investment Management
NEW
Shares20
Change+20
Value$1.6K
Filed 2026-10-20
Salomon & Ludwin, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$795 (+$8)
Filed 2026-10-29
Evolution Wealth Management Inc.
NEW
Shares7
Change+7
Value$511
Filed 2026-10-28
Parkside Financial Bank & Trust
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$478 (-$17)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares1
Change+1
Value$79
Filed 2026-10-21
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$43 (-$1)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 499,223
Change-499,223 (-100%)
Value$0 (-$40.4M)
Filed 2026-11-05
TriaGen Wealth Management LLC
CLOSED
Shares0 from 89,645
Change-89,645 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-14
Genesee Capital Advisors, LLC
CLOSED
Shares0 from 14,385
Change-14,385 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-20
Socha Financial Group, LLC
CLOSED
Shares0 from 7,624
Change-7,624 (-100%)
Value$0 (-$617.5K)
Filed 2026-11-03
Verus Capital Partners, LLC
CLOSED
Shares0 from 5,618
Change-5,618 (-100%)
Value$0 (-$455.1K)
Filed 2026-11-03
Verde Capital Management
CLOSED
Shares0 from 5,362
Change-5,362 (-100%)
Value$0 (-$434.4K)
Filed 2026-10-28
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 3,728
Change-3,728 (-100%)
Value$0 (-$302.0K)
Filed 2026-11-04
Monument Capital Management
CLOSED
Shares0 from 2,690
Change-2,690 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
CLOSED
Shares0 from 2,562
Change-2,562 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-30
Cutler Investment Counsel LLC
CLOSED
Shares0 from 2,541
Change-2,541 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-28
World Equity Group, Inc.
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 2,478
Change-2,478 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 1,977
Change-1,977 (-100%)
Value$0 (-$160.1K)
Filed 2026-10-29
Princeton Global Asset Management LLC
CLOSED
Shares0 from 1,192
Change-1,192 (-100%)
Value$0 (-$96.6K)
Filed 2026-10-21
POM Investment Strategies, LLC
CLOSED
Shares0 from 868
Change-868 (-100%)
Value$0 (-$70.3K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$47.0K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$30.5K)
Filed 2026-10-07
Blue Trust, Inc.
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$19.4K)
Filed 2026-10-15
Shengqi Capital (Hong Kong) Ltd
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$16.2K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-27
Robinswood Financial LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-20
Vima LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-16
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$115)
Filed 2026-10-23
Quadrature Capital Ltd
N/A
Shares— from 1,110,508
Change-1,110,508 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 619,817
Change-619,817 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 355,068
Change-355,068 (-100%)
Value—
UBS Group AG
N/A
Shares— from 334,919
Change-334,919 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 324,782
Change-324,782 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 294,767
Change-294,767 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 278,696
Change-278,696 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 224,748
Change-224,748 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 198,872
Change-198,872 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 140,803
Change-140,803 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 132,250
Change-132,250 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 123,865
Change-123,865 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 123,013
Change-123,013 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 120,256
Change-120,256 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 103,230
Change-103,230 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 93,874
Change-93,874 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 89,677
Change-89,677 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 78,806
Change-78,806 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 70,922
Change-70,922 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 59,263
Change-59,263 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 57,078
Change-57,078 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 55,620
Change-55,620 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 53,291
Change-53,291 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 52,038
Change-52,038 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 46,046
Change-46,046 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 45,877
Change-45,877 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 40,045
Change-40,045 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 37,186
Change-37,186 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 33,371
Change-33,371 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 31,536
Change-31,536 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 31,326
Change-31,326 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 30,300
Change-30,300 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 28,364
Change-28,364 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 25,113
Change-25,113 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 24,590
Change-24,590 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,195
Change-24,195 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,898
Change-22,898 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 22,627
Change-22,627 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 22,427
Change-22,427 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,359
Change-22,359 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 21,771
Change-21,771 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 21,649
Change-21,649 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,585
Change-21,585 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,732
Change-19,732 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 18,948
Change-18,948 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 18,735
Change-18,735 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 18,343
Change-18,343 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 18,276
Change-18,276 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,092
Change-17,092 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 16,034
Change-16,034 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 15,858
Change-15,858 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 13,554
Change-13,554 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 13,163
Change-13,163 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 13,082
Change-13,082 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 12,835
Change-12,835 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,749
Change-12,749 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 12,706
Change-12,706 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 12,481
Change-12,481 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,448
Change-12,448 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 12,419
Change-12,419 (-100%)
Value—
Natixis
N/A
Shares— from 12,350
Change-12,350 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 12,283
Change-12,283 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 12,161
Change-12,161 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,311
Change-11,311 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,107
Change-11,107 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 10,718
Change-10,718 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 10,453
Change-10,453 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 10,241
Change-10,241 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,014
Change-10,014 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,758
Change-9,758 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,055
Change-9,055 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,506
Change-8,506 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,149
Change-8,149 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,786
Change-7,786 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,751
Change-7,751 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 7,675
Change-7,675 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,237
Change-7,237 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 6,405
Change-6,405 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 5,650
Change-5,650 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 930
Change-930 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Blair William & Co
N/A
Shares— from 764
Change-764 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 615
Change-615 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 560
Change-560 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 441
Change-441 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 418
Change-418 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 214
Change-214 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 200
Change-200 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 72
Change-72 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 30
Change-30 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8
Change-8 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Howard Capital Management, LLC
INCREASED5,210,6295,206,883+3,746+0%$421.8M$406.6M-$15.2M2026-10-16
Ppsc Investment Service Corp
INCREASED1,497,3571,414,758+82,599+6%$114.6M$116.8M+$2.2M2026-10-27
Paragon Advisors, LLC
INCREASED516,930246,279+270,651+110%$19.9M$40.3M+$20.4M2026-11-03
Citigroup Inc
DECREASED355,936502,752-146,816-29%$40.7M$27.8M-$12.9M2026-11-04
Vestia Personal Wealth Advisors
INCREASED310,000154,444+155,556+101%$154.4K$310.0K+$155.6K2026-10-20
Independent Financial Group, LLC
INCREASED308,926264,290+44,636+17%$21.4M$24.1M+$2.7M2026-10-13
Larson Financial Group LLC
INCREASED273,82659,051+214,775+364%$4.8M$21.4M+$16.6M2026-11-05
SBI Securities Co., Ltd.
DECREASED243,139247,691-4,552-2%$20.1M$19.0M-$1.1M2026-10-22
Creative Planning
INCREASED161,169143,008+18,161+13%$11.6M$12.6M+$992.4K2026-11-02
Turner Capital Investments, LLC
NEW147,511—+147,511——$11.5M—2026-10-09
Avidian Wealth Enterprises, LLC
DECREASED146,600146,668-680%$11.9M$11.4M-$440.9K2026-10-08
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED143,990143,99000%$11.7M$11.2M-$427.7K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED126,738128,444-1,706-1%$9.9M$10.2M+$274.1K2026-10-13
Calamos Wealth Management LLC
INCREASED124,7705,077+119,693+2358%$411.2K$9.7M+$9.3M2026-11-02
Main Street Group, LTD
INCREASED109,028108,515+513+0%$8.8M$8.5M-$282.2K2026-10-28
Lido Advisors, LLC
DECREASED94,68596,326-1,641-2%$7.8M$7.4M-$414.2K2026-11-04
Brighton Jones LLC
DECREASED81,26884,443-3,175-4%$6.8M$6.3M-$498.5K2026-11-03
Demars Financial Group, LLC
INCREASED76,57176,499+72+0%$6.2M$6.0M-$221.6K2026-10-22
HUB Investment Partners, LLC
INCREASED76,27027,782+48,488+175%$2.3M$6.0M+$3.7M2026-11-03
Discipline Wealth Solutions, LLC
INCREASED74,23568,198+6,037+9%$5.5M$5.8M+$268.6K2026-10-14
SteelPeak Wealth, LLC
UNCHANGED70,54970,54900%$5.7M$5.5M-$209.5K2026-10-16
Ridgepath Capital Management LLC
INCREASED69,43565,657+3,778+6%$5.3M$5.4M+$99.8K2026-10-29
Capital Investment Advisors, LLC
DECREASED65,37765,778-401-1%$5.3M$5.1M-$226.7K2026-10-22
Cassaday & Co Wealth Management LLC
UNCHANGED62,28762,28700%$5.0M$4.9M-$185.0K2026-10-27
Toth Financial Advisory Corp
DECREASED60,59963,298-2,699-4%$5.1M$4.7M-$398.6K2026-10-08
Finward Bancorp
NEW53,399—+53,399——$4.2M—2026-10-14
Sowell Financial Services LLC
INCREASED52,66947,004+5,665+12%$3.8M$4.1M+$302.4K2026-10-23
Encompass More Asset Management
INCREASED51,71536,276+15,439+43%$2.9M$4.0M+$1.1M2026-10-16
BXM Wealth LLC
INCREASED50,77537,105+13,670+37%$3.0M$4.0M+$956.5K2026-11-03
Variant Private Wealth, LLC
NEW50,327—+50,327——$3.9M—2026-10-21
Retirement Planning Co of New England, Inc.
INCREASED46,14444,551+1,593+4%$3.6M$3.6M-$8.0K2026-10-15
Blue Sky Capital Consultants Group, Inc.
INCREASED44,68944,000+689+2%$3.6M$3.5M-$76.9K2026-10-13
Pinnacle Associates LTD
INCREASED44,09344,004+89+0%$3.6M$3.4M-$123.8K2026-10-20
Mather Group, Llc.
DECREASED40,95044,424-3,474-8%$3.6M$3.2M-$403.0K2026-10-14
DeDora Capital, Inc.
DECREASED40,14640,749-603-1%$3.3M$3.1M-$168.0K2026-10-26
J. Safra Sarasin Holding AG
DECREASED38,32441,718-3,394-8%$3.4M$3.0M-$389.7K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED36,49439,956-3,462-9%$3.2M$2.8M-$388.9K2026-10-20
Clarity Wealth Advisors, LLC
INCREASED33,42033,140+280+1%$2.7M$2.6M-$76.6K2026-10-21
Thor Trading Advisors, LLC
DECREASED32,50051,087-18,587-36%$4.1M$2.5M-$1.6M2026-11-05
Sherman Wealth Management LLC
DECREASED31,70831,775-670%$2.6M$2.5M-$99.6K2026-10-16
Greenhouse Wealth Management, LLC
INCREASED31,41931,284+135+0%$2.4M$2.4M+$18.9K2026-10-20
Sage Capital Management, LLC
DECREASED27,86629,125-1,259-4%$2.4M$2.2M-$184.7K2026-10-20
ATX Financial Planning, LLC
NEW27,239—+27,239——$2.1M—2026-10-14
Intrua Financial, LLC
INCREASED26,43525,400+1,035+4%$2.1M$2.1M+$5.3K2026-10-28
Fulton Bank, N.A.
UNCHANGED26,08026,08000%$2.1M$2.0M-$77.5K2026-10-14
Citizens Financial Group Inc
DECREASED24,30025,205-905-4%$2.0M$1.9M-$145.5K2026-10-23
Signaturefd, LLC
INCREASED22,7487,613+15,135+199%$616.6K$1.8M+$1.2M2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED21,79718,254+3,543+19%$1.5M$1.7M+$222.2K2026-10-23
Integrity Alliance, Llc.
INCREASED21,62620,032+1,594+8%$1.6M$1.7M+$64.9K2026-10-29
First Merchants Corp
UNCHANGED20,00020,00000%$1.6M$1.6M-$59.4K2026-10-15
25 LLC
INCREASED18,61918,582+37+0%$1.5M$1.5M-$52.3K2026-10-13
Focused Alpha, LLC
DECREASED18,49920,001-1,502-8%$1.6M$1.4M-$176.6K2026-10-20
Founders Financial Securities LLC
INCREASED18,25413,823+4,431+32%$1.1M$1.4M+$304.7K2026-10-28
Commonwealth Equity Services, LLC
DECREASED17,62634,052-16,426-48%$2.8M$1.4M-$1.4M2026-11-02
Tempus Wealth Planning, LLC
UNCHANGED17,45417,45400%$1.4M$1.4M-$51.8K2026-10-14
Segment Wealth Management, LLC
UNCHANGED16,57216,57200%$1.3M$1.3M-$49.2K2026-10-26
Vontobel Holding Ltd.
INCREASED16,5509,750+6,800+70%$789.8K$1.3M+$501.6K2026-10-16
Wealth Architects, LLC
DECREASED16,22416,257-330%$1.3M$1.3M-$50.8K2026-11-03
Ascentis Independent Advisors
NEW15,586—+15,586——$1.2M—2026-11-03
Koshinski Asset Management, Inc.
DECREASED15,19017,446-2,256-13%$1.4M$1.2M-$227.8K2026-10-29
October Effect Ltd
DECREASED15,02215,875-853-5%$1.3M$1.2M-$113.7K2026-10-20
SLT Holdings LLC
INCREASED15,00012,000+3,000+25%$972.0K$1.2M+$198.5K2026-10-15
Tactive Advisors, LLC
DECREASED14,90015,525-625-4%$1.3M$1.2M-$94.9K2026-10-08
CPR Investments Inc.
INCREASED14,77411,629+3,145+27%$941.9K$1.2M+$210.9K2026-10-26
Keybank National Association
INCREASED14,1019,426+4,675+50%$763.5K$1.1M+$336.8K2026-11-04
Viewpoint Capital Management LLC
UNCHANGED13,70013,70000%$1.1M$1.1M-$40.7K2026-10-27
Physician Wealth Advisors, Inc.
DECREASED13,10813,447-339-3%$1.1M$1.0M-$66.4K2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED12,90713,027-120-1%$1.1M$1.0M-$48.1K2026-10-16
Parallel Advisors, LLC
INCREASED12,22712,202+25+0%$988.4K$954.1K-$34.4K2026-11-03
Concurrent Investment Advisors, LLC
NEW12,103—+12,103——$944.4K—2026-10-16
Capital Investment Advisory Services, LLC
INCREASED11,89711,867+30+0%$961.3K$928.2K-$33.1K2026-10-30
StoneX Group Inc.
DECREASED11,84348,526-36,683-76%$4.0M$856.0K-$3.1M2026-11-03
Surience Private Wealth LLC
NEW11,685—+11,685——$911.8K—2026-10-16
Thrivent Financial for Lutherans
INCREASED11,3008,392+2,908+35%$680.0K$884-$679.1K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED10,9368,939+1,997+22%$724.1K$853.4K+$129.3K2026-11-03
Traynor Capital Management, Inc.
DECREASED10,88812,595-1,707-14%$1.0M$849.6K-$170.6K2026-10-29
Fortune Financial Group, Inc.
DECREASED10,61511,869-1,254-11%$961.4K$828.3K-$133.1K2026-10-22
Erickson Financial Group, LLC
DECREASED10,48212,636-2,154-17%$1.0M$817.9K-$205.6K2026-11-05
HB Wealth Management, LLC
DECREASED10,39510,483-88-1%$849.1K$811.1K-$38.0K2026-10-23
True Private Wealth Advisors
DECREASED9,56618,243-8,677-48%$1.5M$746.5K-$731.2K2026-10-19
R2 Capital Strategies, LLC
INCREASED9,5003,500+6,000+171%$283.5K$741.3K+$457.8K2026-10-15
Global Assets Advisory, LLC
INCREASED9,1709,153+17+0%$715.5K$758.6K+$43.1K2026-10-28
Avior Wealth Management, LLC
INCREASED9,1309,125+5+0%$739.1K$712.4K-$26.7K2026-10-13
Innova Wealth Partners
DECREASED8,9609,852-892-9%$798.0K$699.1K-$98.9K2026-10-21
Chung Wu Investment Group, LLC
INCREASED8,9204,550+4,370+96%$368.6K$696.0K+$327.5K2026-11-03
Dale Q Rice Investment Management Ltd
UNCHANGED8,8968,89600%$720.6K$694.2K-$26.4K2026-10-09
HBW Advisory Services LLC
DECREASED8,3008,389-89-1%$679.5K$647.7K-$31.8K2026-10-15
StoneCrest Wealth Management, Inc.
DECREASED8,28810,207-1,919-19%$826.8K$646.7K-$180.1K2026-11-03
Farther Finance Advisors, LLC
INCREASED8,1607,446+714+10%$603.2K$636.7K+$33.6K2026-10-08
Castleview Partners, LLC
INCREASED8,0566,255+1,801+29%$506.7K$628.6K+$122.0K2026-10-09
Purus Wealth Management, LLC
INCREASED7,6087,596+12+0%$615.3K$593.6K-$21.6K2026-10-15
IFP Advisors, Inc
DECREASED7,5157,683-168-2%$622.3K$586.4K-$35.9K2026-10-16
Ironwood Financial, llc
INCREASED7,2967,168+128+2%$520.7K$569.3K+$48.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED6,6145,969+645+11%$378.4K$488.3K+$109.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED6,6145,969+645+11%$378.4K$488.3K+$109.9K2026-10-20
Lauer Wealth, LLC
DECREASED6,5228,463-1,941-23%$634.9K$523.3K-$111.6K2026-10-13
Alternative Investment Advisors, Llc.
DECREASED6,4676,595-128-2%$534.2K$504.7K-$29.5K2026-11-03
Accurate Wealth Management, LLC
NEW6,365—+6,365——$501.7K—2026-10-20
Wealth Alliance Advisory Group, LLC
UNCHANGED6,2556,25500%$506.7K$488.1K-$18.6K2026-10-14
Financial Insights, Inc.
UNCHANGED6,1616,16100%$499.0K$480.7K-$18.3K2026-10-27
Balefire, LLC
DECREASED6,1346,156-220%$498.6K$478.6K-$20.0K2026-10-09
Triad Wealth Partners, LLC
NEW6,098—+6,098——$475.8K—2026-10-26
Droms Strauss Advisors Inc
INCREASED6,0726,060+12+0%$490.8K$473.8K-$17.0K2026-11-03
Ignite Planners, LLC
DECREASED5,8357,955-2,120-27%$644.4K$439.7K-$204.7K2026-10-14
Family Capital Management, Inc.
DECREASED5,8076,025-218-4%$488.0K$453.1K-$34.9K2026-11-03
Hanseatic Management Services Inc
INCREASED5,7855,731+54+1%$464.2K$451.4K-$12.8K2026-10-27
Kestra Advisory Services, LLC
DECREASED5,5666,149-583-9%$498.0K$434.3K-$63.7K2026-11-02
Prairie Advisory, LLC
INCREASED5,4181,909+3,509+184%$154.6K$422.8K+$268.1K2026-10-19
MinichMacGregor Wealth Management, LLC
UNCHANGED5,3915,39100%$436.7K$420.7K-$16.0K2026-10-14
Entrewealth, LLC
UNCHANGED5,0535,05300%$363.9K$394.2K+$30.3K2026-10-14
James J. Burns & Company, LLC
UNCHANGED5,0065,00600%$405.5K$390.6K-$14.9K2026-10-22
Clay Northam Wealth Management, LLC
UNCHANGED4,9304,93000%$399.3K$384.7K-$14.6K2026-10-13
Birch Financial Group, LLC
INCREASED4,8574,581+276+6%$371.0K$379.0K+$8.0K2026-10-27
Signal Advisors Wealth, LLC
INCREASED4,7894,427+362+8%$358.6K$373.7K+$15.1K2026-10-13
WMG Financial Advisors, LLC
UNCHANGED4,7624,76200%$385.8K$385.8K$02026-10-28
Bank of New York Mellon Corp
UNCHANGED4,6624,66200%$377.6K$363.8K-$13.8K2026-11-05
Hilton Head Capital Partners, LLC
INCREASED4,4953,456+1,039+30%$279.9K$350.7K+$70.8K2026-10-23
CRA Financial Services, LLC
INCREASED4,2994,284+15+0%$347.0K$335.5K-$11.6K2026-10-16
Cornerstone Wealth Advisors, Inc.
DECREASED4,2505,883-1,633-28%$476.5K$331.6K-$144.9K2026-10-16
Northern Capital Management, Inc.
UNCHANGED4,2364,23600%$343.1K$330.5K-$12.6K2026-11-05
Claro Advisors Inc.
UNCHANGED4,1644,16400%$337.3K$324.9K-$12.4K2026-11-02
Kwmg, LLC
DECREASED4,0244,524-500-11%$366.5K$314.0K-$52.4K2026-10-07
Old Mission Investment Co LLC
DECREASED3,9854,184-199-5%$338.9K$310.9K-$28.0K2026-10-22
Kaizen Financial Strategies
UNCHANGED3,7503,75000%$290.5K$292.6K+$2.1K2026-10-09
Mission Wealth Management, LP
DECREASED3,7303,884-154-4%$314.6K$291.1K-$23.6K2026-10-15
Atria Investments, Inc
INCREASED3,7142,982+732+25%$241.5K$289.8K+$48.3K2026-10-15
Townsend & Associates, Inc
INCREASED3,6623,621+41+1%$244.9K$249.8K+$4.9K2026-10-23
Quadrant Private Wealth Management, LLC
DECREASED3,5403,675-135-4%$297.7K$276.3K-$21.4K2026-11-04
Integrated Advisors Network LLC
INCREASED3,3293,033+296+10%$245.6K$259.7K+$14.1K2026-10-20
Kachkovsky & Fisher, Inc.
INCREASED3,2943,170+124+4%$256.8K$257.0K+$2612026-10-21
Csenge Advisory Group
INCREASED3,2413,131+110+4%$253.6K$252.9K-$7312026-11-04
International Assets Investment Management, LLC
UNCHANGED3,2263,22600%$249.9K$254.0K+$4.1K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED3,2013,080+121+4%$249.5K$249.8K+$2662026-10-21
Spire Wealth Management
INCREASED3,1793,158+21+1%$255.8K$248.1K-$7.7K2026-10-30
Brookstone Capital Management
INCREASED3,1722,827+345+12%$229.0K$247.5K+$18.5K2026-10-22
Total Investment Management Inc
DECREASED3,1494,016-867-22%$259.5K$245.7K-$13.8K2026-10-22
Canton Hathaway, LLC
NEW3,144—+3,144——$245.3K—2026-10-23
Smith Chas P & Associates PA Cpas
DECREASED3,1278,705-5,578-64%$705.1K$213.3K-$491.8K2026-10-22
Leading Edge Financial Planning LLC
DECREASED3,1073,145-38-1%$254.7K$242.4K-$12.3K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED3,0813,338-257-8%$270.3K$240.4K-$30.0K2026-11-04
BlueSky Wealth Advisors, LLC
INCREASED3,0752,766+309+11%$224.0K$239.9K+$15.9K2026-10-29
Meridian Wealth Management, LLC
DECREASED3,0363,963-927-23%$321.0K$236.9K-$84.1K2026-11-05
FSM Wealth Advisors, LLC
DECREASED3,0029,387-6,385-68%$760.3K$240.9K-$519.5K2026-10-27
Quadcap Wealth Management, LLC
NEW2,964—+2,964——$231.3K—2026-11-02
Silverleafe Capital Partners, LLC
INCREASED2,9252,919+6+0%$236.4K$228.2K-$8.2K2026-10-02
Fairfield Financial Advisors, LTD
DECREASED2,8153,211-396-12%$260.1K$219.6K-$40.5K2026-10-14
Security National Bank
NEW2,764—+2,764——$215.7K—2026-10-26
NovaPoint Capital, LLC
DECREASED2,7383,447-709-21%$279.2K$213.6K-$65.6K2026-10-22
Aegis Wealth Management, Inc.
DECREASED2,7263,695-969-26%$299.3K$212.7K-$86.6K2026-10-26
Beacon Capital Management, LLC
INCREASED2,7262,721+5+0%$220.4K$212.7K-$7.7K2026-10-23
Soltis Investment Advisors LLC
DECREASED2,5922,900-308-11%$234.9K$202.3K-$32.6K2026-10-28
Covestor Ltd
DECREASED2,1583,804-1,646-43%$308.0K$168-$307.8K2026-10-30
Proathlete Wealth Management LLC
NEW1,905—+1,905——$148.6K—2026-10-15
SYM Financial Corp
UNCHANGED1,8701,87000%$151.5K$145.9K-$5.6K2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED1,3781,37800%$111.6K$107.5K-$4.1K2026-11-02
TD Waterhouse Canada Inc.
INCREASED1,346186+1,160+624%$14.4K$106.1K+$91.7K2026-10-16
Keystone Financial Group, Inc.
DECREASED1,0971,107-10-1%$89.7K$85.6K-$4.1K2026-10-13
CX Institutional
UNCHANGED1,0811,08100%$88$84-$42026-10-02
PayPay Securities Corp
DECREASED9021,039-137-13%$84.2K$70.4K-$13.8K2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED84884800%$68.7K$66.2K-$2.5K2026-10-16
Latitude Advisors, LLC
NEW795—+795——$62.0K—2026-10-27
Archer Investment Corp
INCREASED77650+726+1452%$4.1K$60.5K+$56.5K2026-11-05
Trust Co of Vermont
UNCHANGED71271200%$57.7K$55.6K-$2.1K2026-10-21
Fairman Group, LLC
INCREASED697679+18+3%$55.0K$54.4K-$6602026-10-26
Abound Wealth Management
NEW595—+595——$46.4K—2026-10-26
Wolff Wiese Magana LLC
DECREASED557702-145-21%$56.9K$43.5K-$13.4K2026-10-15
CoreCap Advisors, LLC
DECREASED450570-120-21%$46.2K$35.2K-$11.0K2026-10-08
Signature Resources Capital Management, LLC
INCREASED441440+1+0%$35.7K$34.4K-$1.3K2026-10-16
Highline Wealth Partners LLC
INCREASED411310+101+33%$25.1K$32.1K+$6.9K2026-10-19
Godsey & Gibb, Inc
UNCHANGED40040000%$32.4K$31.2K-$1.2K2026-10-14
AlphaCore Capital LLC
NEW350—+350——$27.3K—2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED20020000%$16.2K$15.6K-$5942026-10-13
Old Second National Bank of Aurora
NEW190—+190——$14.8K—2026-10-22
Evermay Wealth Management LLC
UNCHANGED16016000%$13.0K$12.5K-$4752026-11-05
Lodestone Wealth Management LLC
NEW151—+151——$11.8K—2026-10-14
Y.D. More Investments Ltd
NEW136—+136——$10.6K—2026-11-02
RMG Wealth Management LLC
NEW136—+136——$9.0K—2026-10-26
Hager Investment Management Services, LLC
UNCHANGED717100%$5.7K$5.5K-$1992026-11-04
Foresight Capital Management Advisors, Inc.
NEW66—+66——$5.2K—2026-10-27
GGM Financial LLC
UNCHANGED373700%$3.0K$2.9K-$1042026-11-05
Assetmark, Inc
NEW22—+22——$1.7K—2026-10-21
Breakwater Investment Management
NEW20—+20——$1.6K—2026-10-20
Salomon & Ludwin, LLC
UNCHANGED101000%$787$795+$82026-10-29
Evolution Wealth Management Inc.
NEW7—+7——$511—2026-10-28
Parkside Financial Bank & Trust
UNCHANGED6600%$495$478-$172026-10-27
Root Financial Partners, LLC
NEW1—+1——$79—2026-10-21
Kingdom Financial Group Llc.
UNCHANGED1100%$44$43-$12026-11-04
Imc-Chicago, LLC
CLOSED0499,223-499,223-100%$40.4M$0-$40.4M2026-11-05
TriaGen Wealth Management LLC
CLOSED089,645-89,645-100%$7.3M$0-$7.3M2026-10-14
Genesee Capital Advisors, LLC
CLOSED014,385-14,385-100%$1.2M$0-$1.2M2026-10-20
Socha Financial Group, LLC
CLOSED07,624-7,624-100%$617.5K$0-$617.5K2026-11-03
Verus Capital Partners, LLC
CLOSED05,618-5,618-100%$455.1K$0-$455.1K2026-11-03
Verde Capital Management
CLOSED05,362-5,362-100%$434.4K$0-$434.4K2026-10-28
Alpha Wealth Funds, LLC
CLOSED03,728-3,728-100%$302.0K$0-$302.0K2026-11-04
Monument Capital Management
CLOSED02,690-2,690-100%$217.9K$0-$217.9K2026-10-09
Nicholas Hoffman & Company, Llc.
CLOSED02,562-2,562-100%$207.5K$0-$207.5K2026-10-30
Cutler Investment Counsel LLC
CLOSED02,541-2,541-100%$205.8K$0-$205.8K2026-10-28
World Equity Group, Inc.
CLOSED02,500-2,500-100%$202.5K$0-$202.5K2026-10-14
Axxcess Wealth Management, LLC
CLOSED02,478-2,478-100%$200.7K$0-$200.7K2026-10-21
Tucker Asset Management LLC
CLOSED01,977-1,977-100%$160.1K$0-$160.1K2026-10-29
Princeton Global Asset Management LLC
CLOSED01,192-1,192-100%$96.6K$0-$96.6K2026-10-21
POM Investment Strategies, LLC
CLOSED0868-868-100%$70.3K$0-$70.3K2026-10-20
Salem Investment Counselors Inc
CLOSED0580-580-100%$47.0K$0-$47.0K2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED0376-376-100%$30.5K$0-$30.5K2026-10-07
Blue Trust, Inc.
CLOSED0240-240-100%$19.4K$0-$19.4K2026-10-15
Shengqi Capital (Hong Kong) Ltd
CLOSED0200-200-100%$16.2K$0-$16.2K2026-11-05
Pinnacle Wealth Planning Services, Inc.
CLOSED0164-164-100%$13.3K$0-$13.3K2026-10-27
Robinswood Financial LLC
CLOSED090-90-100%$7.3K$0-$7.3K2026-10-20
Vima LLC
CLOSED073-73-100%$5.9K$0-$5.9K2026-10-23
Cornerstone Planning Group LLC
CLOSED049-49-100%$3.4K$0-$3.4K2026-10-16
Mountain Hill Investment Partners Corp.
CLOSED01-1-100%$115$0-$1152026-10-23
Quadrature Capital Ltd
N/A—1,110,508-1,110,508-100%$90.0M———
HRT Financial LP
N/A—619,817-619,817-100%$50.2M———
Tower Research Capital LLC (TRC)
N/A—355,068-355,068-100%$28.8M———
UBS Group AG
N/A—334,919-334,919-100%$27.1M———
Susquehanna International Group, LLP
N/A—324,782-324,782-100%$26.3M———
LPL Financial LLC
N/A—294,767-294,767-100%$23.9M———
GTS Securities LLC
N/A—278,696-278,696-100%$22.6M———
Morgan Stanley
N/A—224,748-224,748-100%$18.2M———
LM Advisors LLC
N/A—198,872-198,872-100%$16.1M———
Flow Traders U.S. LLC
N/A—140,803-140,803-100%$11.4M———
Gotham Asset Management, LLC
N/A—132,250-132,250-100%$10.7M———
Group One Trading LLC
N/A—123,865-123,865-100%$10.0M———
Mariner, LLC
N/A—123,013-123,013-100%$10.0M———
Rollins Financial Advisors, LLC
N/A—120,256-120,256-100%$9.7M———
Diversified Trust Co
N/A—110,000-110,000-100%$8.9M———
Baker Avenue Asset Management, LP
N/A—103,230-103,230-100%$8.4M———
Focus Partners Wealth
N/A—93,874-93,874-100%$7.6M———
Allworth Financial LP
N/A—89,677-89,677-100%$7.3M———
NorthRock Partners, LLC
N/A—78,806-78,806-100%$6.4M———
Walleye Trading LLC
N/A—70,922-70,922-100%$5.7M———
Pathstone Holdings, LLC
N/A—59,263-59,263-100%$4.8M———
Ausdal Financial Partners, Inc.
N/A—57,078-57,078-100%$4.6M———
Goldman Sachs Group Inc
N/A—55,620-55,620-100%$4.5M———
Advyzon Investment Management, LLC
N/A—53,291-53,291-100%$4.3M———
World Investment Advisors
N/A—52,038-52,038-100%$2.2M———
Squarepoint Ops LLC
N/A—46,046-46,046-100%$3.7M———
Empowered Funds, LLC
N/A—45,877-45,877-100%$3.7M———
XTX Topco Ltd
N/A—40,045-40,045-100%$3.2M———
Captrust Financial Advisors
N/A—37,186-37,186-100%$3.0M———
Canal Capital Management, LLC
N/A—33,371-33,371-100%$2.7M———
PMV Capital Advisers, LLC
N/A—31,536-31,536-100%$2.6M———
Rathbones Group PLC
N/A—31,326-31,326-100%$2.5M———
Fortress Private Ledger, LLC
N/A—30,300-30,300-100%$2.5M———
HighTower Advisors, LLC
N/A—28,364-28,364-100%$2.3M———
Uniting Wealth Partners, LLC
N/A—28,000-28,000-100%$2.3M———
Bessemer Group Inc
N/A—26,000-26,000-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—25,113-25,113-100%$2.0M———
Wealth Watch Advisors, Inc
N/A—24,590-24,590-100%$2.0M———
Mercer Global Advisors Inc
N/A—24,195-24,195-100%$2.0M———
Private Capital Management, LLC
N/A—23,000-23,000-100%$1.9M———
Cerity Partners LLC
N/A—22,898-22,898-100%$1.9M———
Legacy Capital Wealth Management, LLC
N/A—22,627-22,627-100%$1.8M———
IEQ Capital, LLC
N/A—22,427-22,427-100%$1.8M———
CreativeOne Wealth, LLC
N/A—22,359-22,359-100%$1.8M———
Two Sigma Securities, LLC
N/A—21,771-21,771-100%$1.8M———
Richmond Brothers, Inc.
N/A—21,649-21,649-100%$1.8M———
NewEdge Advisors, LLC
N/A—21,585-21,585-100%$1.7M———
Osaic Holdings, Inc.
N/A—19,732-19,732-100%$1.6M———
Millington Financial Advisors, LLC
N/A—18,948-18,948-100%$1.3M———
Bank of Montreal
N/A—18,735-18,735-100%$1.5M———
PNC Financial Services Group, Inc.
N/A—18,343-18,343-100%$1.5M———
Scientech Research LLC
N/A—18,276-18,276-100%$1.5M———
JPMorgan Chase & Co
N/A—17,092-17,092-100%$1.3M———
Massar Capital Management, LP
N/A—16,034-16,034-100%$1.3M———
Premier Private Wealth Management LLC
N/A—15,858-15,858-100%$1.3M———
Moors & Cabot, Inc.
N/A—14,200-14,200-100%$1.2M———
M&T Bank Corp
N/A—13,554-13,554-100%$1.1M———
AXQ Capital, LP
N/A—13,163-13,163-100%$1.1M———
AlTi Global, Inc.
N/A—13,082-13,082-100%$1.1M———
Pgim Custom Harvest LLC
N/A—12,835-12,835-100%$1.0M———
Wealthspire Advisors, LLC
N/A—12,749-12,749-100%$1.0M———
Daviman Financial, LLC
N/A—12,706-12,706-100%$1.0M———
Optiver Holding B.V.
N/A—12,481-12,481-100%$1.0M———
Harvest Investment Services, LLC
N/A—12,448-12,448-100%$1.0M———
NorthCoast Asset Management LLC
N/A—12,419-12,419-100%$1.0M———
Natixis
N/A—12,350-12,350-100%$990.7K———
CCG Wealth Management, LLC
N/A—12,283-12,283-100%$994.9K———
Marshall Financial Group, LLC
N/A—12,161-12,161-100%$985.0K———
Raymond James Financial Inc
N/A—11,311-11,311-100%$916.2K———
Envestnet Asset Management Inc
N/A—11,107-11,107-100%$899.6K———
Private Advisor Group, LLC
N/A—10,959-10,959-100%$887.7K———
Vines Capital Management, LLC
N/A—10,718-10,718-100%$868.2K———
EP Wealth Advisors, LLC
N/A—10,473-10,473-100%$848.3K———
Significant Wealth Partners LLC
N/A—10,453-10,453-100%$846.7K———
O'shaughnessy Asset Management, LLC
N/A—10,388-10,388-100%$841.4K———
Tudor Investment Corp ET AL
N/A—10,241-10,241-100%$829.5K———
Northwestern Mutual Wealth Management Co
N/A—10,014-10,014-100%$811.1K———
Betterment LLC
N/A—9,758-9,758-100%$790.0K———
SCS Capital Management LLC
N/A—9,141-9,141-100%$740.4K———
Jane Street Group, LLC
N/A—9,055-9,055-100%$733.5K———
Essex Financial Services, Inc.
N/A—8,530-8,530-100%$690.9K———
Merit Financial Group, LLC
N/A—8,506-8,506-100%$689.0K———
Waverly Advisors, LLC
N/A—8,223-8,223-100%$666.1K———
Vestmark Advisory Solutions, Inc.
N/A—8,149-8,149-100%$660.1K———
Aptus Capital Advisors, LLC
N/A—8,010-8,010-100%$648.8K———
Guardian Wealth Advisors, LLC / NC
N/A—8,009-8,009-100%$648.7K———
Level Four Advisory Services, LLC
N/A—7,836-7,836-100%$634.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,786-7,786-100%$630.6K———
US Bancorp \de\
N/A—7,766-7,766-100%$629.0K———
Integrated Wealth Concepts LLC
N/A—7,751-7,751-100%$627.8K———
Westmount Partners, LLC
N/A—7,675-7,675-100%$621.7K———
Peapack Gladstone Financial Corp
N/A—7,640-7,640-100%$619.0K———
Safeguard Investment Advisory Group, LLC
N/A—7,625-7,625-100%$617.6K———
Sovereign Financial Group, Inc.
N/A—7,600-7,600-100%$615.6K———
Bouchey Financial Group, Ltd.
N/A—7,414-7,414-100%$600.5K———
Mayflower Financial Advisors, LLC
N/A—7,343-7,343-100%$594.7K———
Nuveen, LLC
N/A—7,237-7,237-100%$586.2K———
Consilio Wealth Advisors, LLC
N/A—7,101-7,101-100%$575.2K———
Sanctuary Advisors, LLC
N/A—6,644-6,644-100%$538.2K———
GWN Securities Inc.
N/A—6,555-6,555-100%$531.0K———
Clear Investment Research, LLC
N/A—6,405-6,405-100%$518.8K———
Edgestream Partners, L.P.
N/A—6,384-6,384-100%$517.1K———
Pinnacle Financial Partners, Inc.
N/A—6,280-6,280-100%$508.7K———
AE Wealth Management LLC
N/A—5,896-5,896-100%$477.6K———
OneDigital Investment Advisors LLC
N/A—5,776-5,776-100%$467.9K———
Quantinno Capital Management LP
N/A—5,705-5,705-100%$462.2K———
River Wealth Advisors LLC
N/A—5,650-5,650-100%$457.7K———
Global Retirement Partners, LLC
N/A—5,230-5,230-100%$423.6K———
Ground Swell Capital, LLC
N/A—5,191-5,191-100%$420.5K———
360 Financial, Inc.
N/A—5,152-5,152-100%$417.3K———
SHP Wealth Management
N/A—5,041-5,041-100%$408.4K———
Jump Financial, LLC
N/A—4,815-4,815-100%$390.0K———
Simmons Bank
N/A—4,626-4,626-100%$374.7K———
Clearstead Advisors, LLC
N/A—4,621-4,621-100%$374.3K———
IHT Wealth Management, LLC
N/A—4,575-4,575-100%$370.6K———
Clark Capital Management Group, Inc.
N/A—4,416-4,416-100%$357.7K———
Belpointe Asset Management LLC
N/A—4,262-4,262-100%$345.3K———
Insigneo Advisory Services, LLC
N/A—4,259-4,259-100%$345.0K———
Quotient Wealth Partners, LLC
N/A—4,150-4,150-100%$336.2K———
Bluespring Wealth Management, LLC
N/A—4,100-4,100-100%$332.1K———
MML Investors Services, LLC
N/A—4,031-4,031-100%$326.5K———
BFC Planning, Inc.
N/A—4,000-4,000-100%$324.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,000-4,000-100%$324.0K———
Bogart Wealth, LLC
N/A—3,707-3,707-100%$300.3K———
Safe Harbor Fiduciary, LLC
N/A—3,686-3,686-100%$298.6K———
Hantz Financial Services, Inc.
N/A—3,675-3,675-100%$298.0K———
Summit Financial, LLC
N/A—3,583-3,583-100%$290.2K———
Legacy Wealth Managment, LLC
N/A—3,578-3,578-100%$289.8K———
Bank of America Corp
N/A—3,547-3,547-100%$287.3K———
BlackRock, Inc.
N/A—3,540-3,540-100%$286.7K———
Members Advisory Group LLC
N/A—3,252-3,252-100%$263.5K———
Sovereign Investment Advisors, LLC
N/A—3,232-3,232-100%$261.8K———
Waterloo Capital, L.P.
N/A—3,202-3,202-100%$259.4K———
Harbour Investments, Inc.
N/A—3,178-3,178-100%$257.4K———
Focus Partners Advisor Solutions, LLC
N/A—3,050-3,050-100%$247.1K———
HBK Sorce Advisory LLC
N/A—3,002-3,002-100%$218.7K———
Sequoia Financial Advisors, LLC
N/A—2,909-2,909-100%$235.6K———
Hilltop Partners LLC
N/A—2,875-2,875-100%$232.9K———
Janney Montgomery Scott LLC
N/A—2,852-2,852-100%$231.0K———
Barnes Wealth Management Group, Inc
N/A—2,849-2,849-100%$230.8K———
Navalign, LLC
N/A—2,762-2,762-100%$223.7K———
Clearwater Capital Advisors, LLC
N/A—2,624-2,624-100%$212.5K———
Advisory Alpha, LLC
N/A—2,616-2,616-100%$211.9K———
Zacks Investment Management
N/A—2,611-2,611-100%$211.5K———
Wellington Grp LLC
N/A—2,108-2,108-100%$87.9K———
Federation des caisses Desjardins du Quebec
N/A—1,979-1,979-100%$160.3K———
Beacon Pointe Advisors, LLC
N/A—1,938-1,938-100%$157.0K———
Strive Financial Group,LLC
N/A—1,751-1,751-100%$141.8K———
Ogorek Anthony Joseph
N/A—1,066-1,066-100%$86.0K———
Atlantic Union Bankshares Corp
N/A—1,031-1,031-100%$83.5K———
Edmond de Rothschild Holding S.A.
N/A—1,000-1,000-100%$81.0K———
Hollencrest Capital Management
N/A—930-930-100%$75.3K———
Anchor Investment Management, LLC
N/A—800-800-100%$64.8K———
Blair William & Co
N/A—764-764-100%$61.9K———
Rothschild Investment LLC
N/A—700-700-100%$56.7K———
Strategic Wealth Partners, Ltd.
N/A—615-615-100%$49.8K———
Ameritas Advisory Services, LLC
N/A—593-593-100%$48.0K———
Anchor Bay Capital, Inc.
N/A—570-570-100%$42.1K———
Royal Bank of Canada
N/A—560-560-100%$45.0K———
Arax Advisory Partners
N/A—441-441-100%$35.7K———
MAI Capital Management
N/A—418-418-100%$33.9K———
Dogwood Wealth Management LLC
N/A—416-416-100%$33.7K———
Longview Financial Advisors LLC
N/A—376-376-100%$30.5K———
Truvestments Capital LLC
N/A—302-302-100%$24.5K———
Consultiva Wealth Management, Corp.
N/A—300-300-100%$24.3K———
Morse Asset Management, Inc
N/A—214-214-100%$17.3K———
MRP Capital Investments, LLC
N/A—205-205-100%$16.6K———
Qube Research & Technologies Ltd
N/A—200-200-100%$16.2K———
Dunhill Financial, LLC
N/A—168-168-100%$13.6K———
Ameriflex Group, Inc.
N/A—122-122-100%$9.9K———
CVA Family Office, LLC
N/A—91-91-100%$7.4K———
Steward Partners Investment Advisory, LLC
N/A—87-87-100%$7.1K———
Fiduciary Financial Advisors
N/A—72-72-100%$5.8K———
National Bank of Canada
N/A—30-30-100%$2.4K———
Caitlin John, LLC
N/A—20-20-100%$1.6K———
Highland Investment Advisors LLC
N/A—20-20-100%$1.6K———
Westend Capital Management, LLC
N/A—20-20-100%$1.6K———
Rockefeller Capital Management L.P.
N/A—8-8-100%$648———
Wells Fargo & Company
N/A—8-8-100%$678———
Russell Investments Group, Ltd.
N/A—1-1-100%$81———
Showing 391 of 391 institutions