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Proshares Ultrapro S&P 500 (UPRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ridgepath Capital Management LLC
DECREASED
Shares114,939 from 165,092
Change-50,153 (-30%)
Value$16.9M (-$6.5M)
Filed 2026-10-29
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares111,252 from 110,615
Change+637 (+1%)
Value$16.4M (+$666.6K)
Filed 2026-10-29
Turner Capital Investments, LLC
NEW
Shares69,727
Change+69,727
Value$10.2M
Filed 2026-10-09
Main Street Group, LTD
INCREASED
Shares46,353 from 46,349
Change+4 (+0%)
Value$6.8M (+$240.7K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares34,943 from 24,824
Change+10,119 (+41%)
Value$5.1M (+$1.6M)
Filed 2026-11-02
R2 Capital Strategies, LLC
INCREASED
Shares30,602 from 28,415
Change+2,187 (+8%)
Value$4.5M (+$468.6K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares27,006
Change+27,006
Value$4.0M
Filed 2026-11-03
Encompass More Asset Management
INCREASED
Shares23,320 from 21,478
Change+1,842 (+9%)
Value$3.4M (+$381.8K)
Filed 2026-10-16
Lido Advisors, LLC
DECREASED
Shares19,454 from 21,112
Change-1,658 (-8%)
Value$2.9M (-$134.2K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares18,305 from 19,589
Change-1,284 (-7%)
Value$2.7M (-$87.3K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares18,093 from 18,068
Change+25 (+0%)
Value$2.7M (+$97.3K)
Filed 2026-11-05
DeDora Capital, Inc.
UNCHANGED
Shares17,926 from 17,926
Change0 (0%)
Value$2.6M (+$92.9K)
Filed 2026-10-26
Toth Financial Advisory Corp
DECREASED
Shares13,196 from 13,459
Change-263 (-2%)
Value$1.9M (+$31.1K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares10,078 from 10,101
Change-23 (0%)
Value$1.5M (+$49.0K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares9,431 from 9,445
Change-14 (0%)
Value$1.4M (+$46.9K)
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares9,238
Change+9,238
Value$1.3M
Filed 2026-11-03
Discipline Wealth Solutions, LLC
INCREASED
Shares9,045 from 7,067
Change+1,978 (+28%)
Value$1.3M (+$327.3K)
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares8,790 from 9,401
Change-611 (-6%)
Value$1.3M (-$41.0K)
Filed 2026-10-21
Genesee Capital Advisors, LLC
INCREASED
Shares8,750 from 6,487
Change+2,263 (+35%)
Value$1.3M (+$366.1K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares7,923 from 6,737
Change+1,186 (+18%)
Value$1.2M (+$209.2K)
Filed 2026-10-28
Timonier Family Office, Ltd.
DECREASED
Shares7,661 from 7,734
Change-73 (-1%)
Value$1.1M (+$29.3K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares7,029 from 7,029
Change0 (0%)
Value$1.0M (+$36.4K)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares6,853 from 6,843
Change+10 (+0%)
Value$1.0M (+$36.9K)
Filed 2026-10-07
Sound Income Strategies, LLC
UNCHANGED
Shares6,762 from 6,762
Change0 (0%)
Value$1.0M (+$76.7K)
Filed 2026-10-09
Surience Private Wealth LLC
NEW
Shares6,131
Change+6,131
Value$901.1K
Filed 2026-10-16
Erickson Financial Group, LLC
DECREASED
Shares6,019 from 6,149
Change-130 (-2%)
Value$884.6K (+$12.7K)
Filed 2026-11-05
Hickory Point Bank & Trust
INCREASED
Shares5,222 from 4,908
Change+314 (+6%)
Value$767.5K (+$71.6K)
Filed 2026-10-01
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,738 from 4,575
Change+163 (+4%)
Value$696.4K (+$47.6K)
Filed 2026-11-03
SYM Financial Corp
UNCHANGED
Shares4,693 from 4,693
Change0 (0%)
Value$689.7K (+$24.3K)
Filed 2026-10-26
Calamos Wealth Management LLC
UNCHANGED
Shares4,562 from 4,562
Change0 (0%)
Value$670.5K (+$23.6K)
Filed 2026-11-02
CPR Investments Inc.
DECREASED
Shares4,494 from 4,791
Change-297 (-6%)
Value$660.5K (-$18.9K)
Filed 2026-10-26
AlphaCore Capital LLC
NEW
Shares4,294
Change+4,294
Value$631.1K
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares4,252 from 4,950
Change-698 (-14%)
Value$624.8K (-$77.1K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares4,019 from 4,012
Change+7 (+0%)
Value$590.7K (+$21.8K)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED
Shares3,829 from 3,822
Change+7 (+0%)
Value$562.7K (+$20.8K)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$530.6K (+$18.7K)
Filed 2026-10-30
Choreo, LLC
INCREASED
Shares3,093 from 3,088
Change+5 (+0%)
Value$454.6K (+$16.8K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
NEW
Shares2,919
Change+2,919
Value$429.0K
Filed 2026-10-16
LexAurum Advisors, LLC
DECREASED
Shares2,832 from 2,843
Change-11 (0%)
Value$416.2K (+$13.0K)
Filed 2026-10-19
Assetmark, Inc
UNCHANGED
Shares2,797 from 2,797
Change0 (0%)
Value$411.1K (+$14.5K)
Filed 2026-10-21
BXM Wealth LLC
INCREASED
Shares2,399 from 2,364
Change+35 (+1%)
Value$352.6K (+$17.4K)
Filed 2026-11-03
Dedeker Financial LLC
UNCHANGED
Shares2,347 from 2,347
Change0 (0%)
Value$344.9K (+$12.2K)
Filed 2026-10-23
Fortem Financial Group, LLC
INCREASED
Shares2,280 from 2,250
Change+30 (+1%)
Value$335.1K (+$16.1K)
Filed 2026-10-20
Visionary Horizons, LLC
UNCHANGED
Shares2,275 from 2,275
Change0 (0%)
Value$334.4K (+$11.8K)
Filed 2026-10-22
Financial Insights, Inc.
UNCHANGED
Shares2,251 from 2,251
Change0 (0%)
Value$330.8K (+$11.7K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,235 from 2,231
Change+4 (+0%)
Value$328.4K (+$12.2K)
Filed 2026-10-08
Howland Capital Management LLC
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$319.5K (+$11.3K)
Filed 2026-10-22
Segment Wealth Management, LLC
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$303.5K (+$10.7K)
Filed 2026-10-26
J. Safra Sarasin Holding AG
INCREASED
Shares2,036 from 1,824
Change+212 (+12%)
Value$299.2K (+$40.5K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares1,773 from 1,771
Change+2 (+0%)
Value$260.6K (+$9.4K)
Filed 2026-10-20
Vontobel Holding Ltd.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$249.8K (+$8.8K)
Filed 2026-10-16
Optima Capital LLC
DECREASED
Shares1,634 from 3,074
Change-1,440 (-47%)
Value$240.1K (-$195.7K)
Filed 2026-10-29
Innova Wealth Partners
DECREASED
Shares1,439 from 1,636
Change-197 (-12%)
Value$211.5K (-$20.5K)
Filed 2026-10-21
Ignite Planners, LLC
NEW
Shares1,382
Change+1,382
Value$203.1K
Filed 2026-10-14
Ramsey Quantitative Systems
NEW
Shares1,200
Change+1,200
Value$176.4K
Filed 2026-10-22
Provident Wealth Management, LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$100.7K (+$3.5K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares572 from 568
Change+4 (+1%)
Value$84.0K (+$3.4K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares543 from 1,805
Change-1,262 (-70%)
Value$79.8K (-$176.1K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$55.0K (+$1.9K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares253 from 252
Change+1 (+0%)
Value$37.2K (+$1.4K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares82 from 171
Change-89 (-52%)
Value$12.1K (-$12.2K)
Filed 2026-10-22
Activest Wealth Management
NEW
Shares78
Change+78
Value$11.5K
Filed 2026-10-15
Lodestone Wealth Management LLC
NEW
Shares70
Change+70
Value$10.3K
Filed 2026-10-14
Parallel Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$8.9K (+$328)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$7.5K (+$277)
Filed 2026-10-27
Barrett & Company, Inc.
NEW
Shares50
Change+50
Value$7.3K
Filed 2026-10-22
Foresight Capital Management Advisors, Inc.
NEW
Shares33
Change+33
Value$4.9K
Filed 2026-10-27
Kings Path Partners LLC
INCREASED
Shares31 from 28
Change+3 (+11%)
Value$4.6K (+$586)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.8K (+$63)
Filed 2026-10-16
Abound Wealth Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$882 (+$31)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares1 from 279
Change-278 (-100%)
Value$147 (-$39.4K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 164,587
Change-164,587 (-100%)
Value$0 (-$23.3M)
Filed 2026-10-21
One Way Holdings LLC
CLOSED
Shares0 from 2,156
Change-2,156 (-100%)
Value$0 (-$305.7K)
Filed 2026-10-29
Keybank National Association
CLOSED
Shares0 from 1,607
Change-1,607 (-100%)
Value$0 (-$227.9K)
Filed 2026-11-04
Altura Wealth Advisors Inc.
CLOSED
Shares0 from 1,524
Change-1,524 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-22
Blue Trust, Inc.
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$18.4K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-27
CoreCap Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$23)
Filed 2026-10-08
Revere Asset Management, Inc
N/A
Shares— from 393,443
Change-393,443 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 291,985
Change-291,985 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 75,500
Change-75,500 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 34,324
Change-34,324 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 29,066
Change-29,066 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,761
Change-27,761 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 25,898
Change-25,898 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 25,843
Change-25,843 (-100%)
Value—
UBS Group AG
N/A
Shares— from 21,886
Change-21,886 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,605
Change-21,605 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,474
Change-20,474 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 18,732
Change-18,732 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,181
Change-16,181 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 15,922
Change-15,922 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,998
Change-8,998 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,922
Change-8,922 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 6,387
Change-6,387 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,074
Change-5,074 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 428
Change-428 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 401
Change-401 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 400
Change-400 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 278
Change-278 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Ridgepath Capital Management LLC
DECREASED114,939165,092-50,153-30%$23.4M$16.9M-$6.5M2026-10-29
Spectrum Financial Alliance Ltd LLC
INCREASED111,252110,615+637+1%$15.7M$16.4M+$666.6K2026-10-29
Turner Capital Investments, LLC
NEW69,727—+69,727——$10.2M—2026-10-09
Main Street Group, LTD
INCREASED46,35346,349+4+0%$6.6M$6.8M+$240.7K2026-10-28
Creative Planning
INCREASED34,94324,824+10,119+41%$3.5M$5.1M+$1.6M2026-11-02
R2 Capital Strategies, LLC
INCREASED30,60228,415+2,187+8%$4.0M$4.5M+$468.6K2026-10-15
Ascentis Independent Advisors
NEW27,006—+27,006——$4.0M—2026-11-03
Encompass More Asset Management
INCREASED23,32021,478+1,842+9%$3.0M$3.4M+$381.8K2026-10-16
Lido Advisors, LLC
DECREASED19,45421,112-1,658-8%$3.0M$2.9M-$134.2K2026-11-04
Independent Financial Group, LLC
DECREASED18,30519,589-1,284-7%$2.8M$2.7M-$87.3K2026-10-13
Larson Financial Group LLC
INCREASED18,09318,068+25+0%$2.6M$2.7M+$97.3K2026-11-05
DeDora Capital, Inc.
UNCHANGED17,92617,92600%$2.5M$2.6M+$92.9K2026-10-26
Toth Financial Advisory Corp
DECREASED13,19613,459-263-2%$1.9M$1.9M+$31.1K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED10,07810,101-230%$1.4M$1.5M+$49.0K2026-11-04
Koshinski Asset Management, Inc.
DECREASED9,4319,445-140%$1.3M$1.4M+$46.9K2026-10-29
StoneX Group Inc.
NEW9,238—+9,238——$1.3M—2026-11-03
Discipline Wealth Solutions, LLC
INCREASED9,0457,067+1,978+28%$1.0M$1.3M+$327.3K2026-10-14
Ellis Investment Partners, LLC
DECREASED8,7909,401-611-6%$1.3M$1.3M-$41.0K2026-10-21
Genesee Capital Advisors, LLC
INCREASED8,7506,487+2,263+35%$919.8K$1.3M+$366.1K2026-10-20
Founders Financial Securities LLC
INCREASED7,9236,737+1,186+18%$955.2K$1.2M+$209.2K2026-10-28
Timonier Family Office, Ltd.
DECREASED7,6617,734-73-1%$1.1M$1.1M+$29.3K2026-11-03
Bryn Mawr Trust Advisors, LLC
UNCHANGED7,0297,02900%$996.6K$1.0M+$36.4K2026-11-04
Kwmg, LLC
INCREASED6,8536,843+10+0%$970.2K$1.0M+$36.9K2026-10-07
Sound Income Strategies, LLC
UNCHANGED6,7626,76200%$958.8K$1.0M+$76.7K2026-10-09
Surience Private Wealth LLC
NEW6,131—+6,131——$901.1K—2026-10-16
Erickson Financial Group, LLC
DECREASED6,0196,149-130-2%$871.9K$884.6K+$12.7K2026-11-05
Hickory Point Bank & Trust
INCREASED5,2224,908+314+6%$695.9K$767.5K+$71.6K2026-10-01
Ashton Thomas Private Wealth, LLC
INCREASED4,7384,575+163+4%$648.7K$696.4K+$47.6K2026-11-03
SYM Financial Corp
UNCHANGED4,6934,69300%$665.4K$689.7K+$24.3K2026-10-26
Calamos Wealth Management LLC
UNCHANGED4,5624,56200%$646.8K$670.5K+$23.6K2026-11-02
CPR Investments Inc.
DECREASED4,4944,791-297-6%$679.4K$660.5K-$18.9K2026-10-26
AlphaCore Capital LLC
NEW4,294—+4,294——$631.1K—2026-11-04
Farther Finance Advisors, LLC
DECREASED4,2524,950-698-14%$701.9K$624.8K-$77.1K2026-10-08
Commonwealth Equity Services, LLC
INCREASED4,0194,012+7+0%$568.8K$590.7K+$21.8K2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED3,8293,822+7+0%$542.0K$562.7K+$20.8K2026-10-14
Nicholas Hoffman & Company, Llc.
UNCHANGED3,6103,61000%$511.9K$530.6K+$18.7K2026-10-30
Choreo, LLC
INCREASED3,0933,088+5+0%$437.8K$454.6K+$16.8K2026-10-28
Concurrent Investment Advisors, LLC
NEW2,919—+2,919——$429.0K—2026-10-16
LexAurum Advisors, LLC
DECREASED2,8322,843-110%$403.1K$416.2K+$13.0K2026-10-19
Assetmark, Inc
UNCHANGED2,7972,79700%$396.6K$411.1K+$14.5K2026-10-21
BXM Wealth LLC
INCREASED2,3992,364+35+1%$335.2K$352.6K+$17.4K2026-11-03
Dedeker Financial LLC
UNCHANGED2,3472,34700%$332.8K$344.9K+$12.2K2026-10-23
Fortem Financial Group, LLC
INCREASED2,2802,250+30+1%$319.0K$335.1K+$16.1K2026-10-20
Visionary Horizons, LLC
UNCHANGED2,2752,27500%$322.6K$334.4K+$11.8K2026-10-22
Financial Insights, Inc.
UNCHANGED2,2512,25100%$319.2K$330.8K+$11.7K2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED2,2352,231+4+0%$316.3K$328.4K+$12.2K2026-10-08
Howland Capital Management LLC
UNCHANGED2,1742,17400%$308.3K$319.5K+$11.3K2026-10-22
Segment Wealth Management, LLC
UNCHANGED2,0652,06500%$292.8K$303.5K+$10.7K2026-10-26
J. Safra Sarasin Holding AG
INCREASED2,0361,824+212+12%$258.7K$299.2K+$40.5K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED1,7731,771+2+0%$251.2K$260.6K+$9.4K2026-10-20
Vontobel Holding Ltd.
UNCHANGED1,7001,70000%$241.0K$249.8K+$8.8K2026-10-16
Optima Capital LLC
DECREASED1,6343,074-1,440-47%$435.9K$240.1K-$195.7K2026-10-29
Innova Wealth Partners
DECREASED1,4391,636-197-12%$232.0K$211.5K-$20.5K2026-10-21
Ignite Planners, LLC
NEW1,382—+1,382——$203.1K—2026-10-14
Ramsey Quantitative Systems
NEW1,200—+1,200——$176.4K—2026-10-22
Provident Wealth Management, LLC
UNCHANGED68568500%$97.1K$100.7K+$3.5K2026-10-20
Signaturefd, LLC
INCREASED572568+4+1%$80.6K$84.0K+$3.4K2026-10-23
Spire Wealth Management
DECREASED5431,805-1,262-70%$255.9K$79.8K-$176.1K2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED37437400%$53.0K$55.0K+$1.9K2026-10-26
Ascentis Wealth Management, LLC
INCREASED253252+1+0%$35.9K$37.2K+$1.4K2026-11-03
SBI Securities Co., Ltd.
DECREASED82171-89-52%$24.2K$12.1K-$12.2K2026-10-22
Activest Wealth Management
NEW78—+78——$11.5K—2026-10-15
Lodestone Wealth Management LLC
NEW70—+70——$10.3K—2026-10-14
Parallel Advisors, LLC
UNCHANGED606000%$8.5K$8.9K+$3282026-11-03
Parkside Financial Bank & Trust
UNCHANGED515100%$7.2K$7.5K+$2772026-10-27
Barrett & Company, Inc.
NEW50—+50——$7.3K—2026-10-22
Foresight Capital Management Advisors, Inc.
NEW33—+33——$4.9K—2026-10-27
Kings Path Partners LLC
INCREASED3128+3+11%$4.0K$4.6K+$5862026-10-21
IFP Advisors, Inc
UNCHANGED121200%$1.7K$1.8K+$632026-10-16
Abound Wealth Management
UNCHANGED6600%$851$882+$312026-10-26
Citigroup Inc
DECREASED1279-278-100%$39.6K$147-$39.4K2026-11-04
Axxcess Wealth Management, LLC
CLOSED0164,587-164,587-100%$23.3M$0-$23.3M2026-10-21
One Way Holdings LLC
CLOSED02,156-2,156-100%$305.7K$0-$305.7K2026-10-29
Keybank National Association
CLOSED01,607-1,607-100%$227.9K$0-$227.9K2026-11-04
Altura Wealth Advisors Inc.
CLOSED01,524-1,524-100%$216.1K$0-$216.1K2026-10-22
Blue Trust, Inc.
CLOSED0130-130-100%$18.4K$0-$18.4K2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED088-88-100%$12.5K$0-$12.5K2026-10-27
CoreCap Advisors, LLC
CLOSED000—$23$0-$232026-10-08
Revere Asset Management, Inc
N/A—393,443-393,443-100%$55.8M———
HRT Financial LP
N/A—291,985-291,985-100%$41.4M———
Millennium Management LLC
N/A—75,500-75,500-100%$10.7M———
Diversified Trust Co
N/A—43,000-43,000-100%$6.1M———
GTS Securities LLC
N/A—34,324-34,324-100%$4.9M———
PNC Financial Services Group, Inc.
N/A—29,066-29,066-100%$4.1M———
Mariner, LLC
N/A—27,761-27,761-100%$3.9M———
Uniting Wealth Partners, LLC
N/A—26,000-26,000-100%$3.7M———
LM Advisors LLC
N/A—25,898-25,898-100%$3.7M———
Millington Financial Advisors, LLC
N/A—25,843-25,843-100%$3.6M———
UBS Group AG
N/A—21,886-21,886-100%$3.1M———
Citadel Advisors LLC
N/A—21,605-21,605-100%$3.1M———
JPMorgan Chase & Co
N/A—20,474-20,474-100%$2.8M———
Optiver Holding B.V.
N/A—18,732-18,732-100%$2.7M———
Tower Research Capital LLC (TRC)
N/A—16,181-16,181-100%$2.3M———
Safe Harbor Fiduciary, LLC
N/A—15,922-15,922-100%$2.3M———
BankPlus Trust Department
N/A—15,900-15,900-100%$2.3M———
Jane Street Group, LLC
N/A—12,313-12,313-100%$1.7M———
Westmount Partners, LLC
N/A—9,370-9,370-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—8,998-8,998-100%$1.3M———
World Investment Advisors
N/A—8,922-8,922-100%$865.3K———
Susquehanna International Group, LLP
N/A—6,863-6,863-100%$973.1K———
Massar Capital Management, LP
N/A—6,387-6,387-100%$905.6K———
American Financial Advisors, LLC
N/A—5,957-5,957-100%$844.7K———
Mercer Global Advisors Inc
N/A—5,843-5,843-100%$828.4K———
Flputnam Investment Management Co
N/A—5,828-5,828-100%$826.4K———
Quantinno Capital Management LP
N/A—5,074-5,074-100%$719.4K———
SG Americas Securities, LLC
N/A—4,969-4,969-100%$705.0K———
Harbour Investments, Inc.
N/A—4,861-4,861-100%$689.2K———
Insigneo Advisory Services, LLC
N/A—4,719-4,719-100%$669.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,365-4,365-100%$618.8K———
Mittelman Wealth Management
N/A—4,345-4,345-100%$616.1K———
J. M. Brown & Associates Inc.
N/A—4,038-4,038-100%$572.5K———
Sollinda Capital Management LLC
N/A—3,627-3,627-100%$514.3K———
CreativeOne Wealth, LLC
N/A—3,406-3,406-100%$482.9K———
J.W. Cole Advisors, Inc.
N/A—3,123-3,123-100%$442.8K———
Walleye Trading LLC
N/A—2,959-2,959-100%$419.6K———
Qube Research & Technologies Ltd
N/A—2,630-2,630-100%$372.9K———
Summit Trail Advisors, LLC
N/A—2,518-2,518-100%$357.0K———
Essex Financial Services, Inc.
N/A—2,435-2,435-100%$345.3K———
Pathstone Holdings, LLC
N/A—2,343-2,343-100%$332.3K———
Two Sigma Securities, LLC
N/A—2,302-2,302-100%$326.4K———
Daviman Financial, LLC
N/A—2,158-2,158-100%$306.0K———
Meramec Financial Planners, LLC
N/A—2,057-2,057-100%$280.5K———
BlackRock, Inc.
N/A—2,034-2,034-100%$288.4K———
Mayflower Financial Advisors, LLC
N/A—2,016-2,016-100%$285.9K———
Northwestern Mutual Wealth Management Co
N/A—1,915-1,915-100%$271.5K———
Captrust Financial Advisors
N/A—1,862-1,862-100%$264.0K———
Stratos Wealth Partners, Ltd.
N/A—1,806-1,806-100%$256.2K———
LPL Financial LLC
N/A—1,668-1,668-100%$236.6K———
Zacks Investment Management
N/A—1,657-1,657-100%$234.9K———
Legacy Wealth Managment, LLC
N/A—1,639-1,639-100%$232.4K———
Belpointe Asset Management LLC
N/A—1,610-1,610-100%$228.3K———
Hantz Financial Services, Inc.
N/A—1,594-1,594-100%$226.0K———
Vines Capital Management, LLC
N/A—1,552-1,552-100%$220.1K———
HighTower Advisors, LLC
N/A—1,537-1,537-100%$217.9K———
Morgan Stanley
N/A—1,005-1,005-100%$142.6K———
Blair William & Co
N/A—1,000-1,000-100%$141.8K———
Quent Capital, LLC
N/A—606-606-100%$85.9K———
NewEdge Advisors, LLC
N/A—480-480-100%$68.1K———
Federation des caisses Desjardins du Quebec
N/A—428-428-100%$60.7K———
Osaic Holdings, Inc.
N/A—401-401-100%$57.0K———
US Bancorp \de\
N/A—400-400-100%$56.7K———
Allworth Financial LP
N/A—278-278-100%$39.4K———
Mark Sheptoff Financial Planning, LLC
N/A—227-227-100%$32.2K———
Geneos Wealth Management Inc.
N/A—157-157-100%$22.3K———
Pinnacle Holdings, LLC
N/A—102-102-100%$14.5K———
AE Wealth Management LLC
N/A—82-82-100%$11.6K———
Forum Finance Group S.A.
N/A—70-70-100%$8———
Hollencrest Capital Management
N/A—25-25-100%$3.5K———
Caitlin John, LLC
N/A—20-20-100%$2.8K———
Continuum Advisory, LLC
N/A—20-20-100%$2.8K———
Longview Financial Advisors LLC
N/A—10-10-100%$1.4K———
Wells Fargo & Company
N/A—2-2-100%$290———
Steward Partners Investment Advisory, LLC
N/A—1-1-100%$107———
Showing 153 of 153 institutions