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Proshares Short S&p500 (SH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stack Financial Management, Inc
INCREASED
Shares4,865,505 from 2,776,433
Change+2,089,072 (+75%)
Value$157.6M (+$66.0M)
Filed 2026-11-02
Imc-Chicago, LLC
INCREASED
Shares567,814 from 244,436
Change+323,378 (+132%)
Value$18.4M (+$10.3M)
Filed 2026-11-05
Virtue Capital Management, LLC
INCREASED
Shares385,351 from 60,424
Change+324,927 (+538%)
Value$12.5M (+$10.5M)
Filed 2026-10-29
First Pacific Financial
NEW
Shares316,143
Change+316,143
Value$10.2M
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares312,436
Change+312,436
Value$10.1M
Filed 2026-10-14
Sterling Investment Management, LLC
INCREASED
Shares265,553 from 230,707
Change+34,846 (+15%)
Value$8.6M (+$986.0K)
Filed 2026-10-16
Trek Financial, LLC
NEW
Shares216,288
Change+216,288
Value$7.0M
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares195,091 from 113,804
Change+81,287 (+71%)
Value$6.3M (+$2.6M)
Filed 2026-10-22
One Plus One Wealth Management, LLC
INCREASED
Shares172,750 from 116,890
Change+55,860 (+48%)
Value$5.6M (+$1.7M)
Filed 2026-10-16
Axiom Investment Management LLC
INCREASED
Shares153,075 from 137,921
Change+15,154 (+11%)
Value$5.0M (+$405.5K)
Filed 2026-11-03
Chatham Capital Group, Inc.
DECREASED
Shares140,615 from 145,615
Change-5,000 (-3%)
Value$4.6M (-$252.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
NEW
Shares93,281
Change+93,281
Value$3.0K
Filed 2026-11-02
Belvedere Trading LLC
NEW
Shares90,993
Change+90,993
Value$2.9M
Filed 2026-11-05
AFG Fiduciary Services Limited Partnership
DECREASED
Shares90,908 from 92,223
Change-1,315 (-1%)
Value$2.9M (-$160.8K)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares90,891 from 154,363
Change-63,472 (-41%)
Value$2.9M (-$2.2M)
Filed 2026-11-06
Sidoxia Capital Management, LLC
INCREASED
Shares84,147 from 30,760
Change+53,387 (+174%)
Value$2.7M (+$1.7M)
Filed 2026-10-28
Zega Investments, LLC
NEW
Shares70,946
Change+70,946
Value$2.3M
Filed 2026-11-04
Verity Asset Management, Inc.
INCREASED
Shares65,674 from 64,967
Change+707 (+1%)
Value$2.1M (-$17.4K)
Filed 2026-10-30
Hedges Asset Management LLC
DECREASED
Shares63,700 from 64,200
Change-500 (-1%)
Value$2.1M (-$56.0K)
Filed 2026-10-29
J. Safra Sarasin Holding AG
UNCHANGED
Shares60,510 from 60,510
Change0 (0%)
Value$2.3M ($0)
Filed 2026-10-26
Commonwealth Financial Services, LLC
UNCHANGED
Shares57,642 from 57,642
Change0 (0%)
Value$1.9M (-$35.7K)
Filed 2026-10-20
Ballew Advisors, Inc
INCREASED
Shares41,482 from 36,782
Change+4,700 (+13%)
Value$1.3M (+$114.2K)
Filed 2026-10-05
Wakefield Asset Management Lllp
NEW
Shares35,026
Change+35,026
Value$1.1M
Filed 2026-11-05
AXS Investments LLC
UNCHANGED
Shares31,500 from 31,500
Change0 (0%)
Value$1.0M (-$19.5K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares26,523 from 37,891
Change-11,368 (-30%)
Value$859.3K (-$391.8K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares26,271 from 26,342
Change-71 (0%)
Value$851.2K (-$18.6K)
Filed 2026-10-20
Edge Wealth Management LLC
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$740.8K (-$18.6K)
Filed 2026-10-13
Alpha Advisors, LLC
INCREASED
Shares22,715 from 17,655
Change+5,060 (+29%)
Value$736.0K (+$153.0K)
Filed 2026-10-19
Sepio Capital, LP
INCREASED
Shares22,250 from 17,750
Change+4,500 (+25%)
Value$720.9K (+$134.8K)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
NEW
Shares21,800
Change+21,800
Value$706.3K
Filed 2026-10-20
Sugar Maple Asset Management, LLC
UNCHANGED
Shares21,337 from 21,337
Change0 (0%)
Value$691.3K (-$13.2K)
Filed 2026-10-13
Aviance Capital Partners, LLC
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$615.6K (-$11.8K)
Filed 2026-10-29
St. Louis Financial Planners Asset Management, LLC
NEW
Shares18,750
Change+18,750
Value$617.4K
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares15,463 from 15,463
Change0 (0%)
Value$501.0K (-$9.6K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares13,791 from 14,481
Change-690 (-5%)
Value$446.8K (-$31.3K)
Filed 2026-11-02
Vontobel Holding Ltd.
DECREASED
Shares13,500 from 158,166
Change-144,666 (-91%)
Value$437.4K (-$4.8M)
Filed 2026-10-16
Kornitzer Capital Management Inc
NEW
Shares10,000
Change+10,000
Value$324.0K
Filed 2026-11-03
Advanced Asset Management Advisors Inc
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$275.4K (-$5.3K)
Filed 2026-10-20
Citizens Financial Group Inc
INCREASED
Shares7,949 from 7,876
Change+73 (+1%)
Value$257.5K (-$2.5K)
Filed 2026-10-23
MGO One Seven LLC
NEW
Shares7,286
Change+7,286
Value$236.1K
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares7,000 from 8,000
Change-1,000 (-12%)
Value$226.8K (-$37.4K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares6,786 from 7,656
Change-870 (-11%)
Value$219.9K (-$32.9K)
Filed 2026-10-22
Simplicity Wealth,LLC
NEW
Shares6,769
Change+6,769
Value$219.3K
Filed 2026-10-23
Vima LLC
INCREASED
Shares5,564 from 5,402
Change+162 (+3%)
Value$180.3K (+$3.0K)
Filed 2026-10-23
Ramsey Quantitative Systems
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$155.5K (-$3.0K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares4,290
Change+4,290
Value$139.0K
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares3,000 from 2,000
Change+1,000 (+50%)
Value$97.2K (+$31.2K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares1,820 from 1,792
Change+28 (+2%)
Value$60.1K (+$924)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$46.6K (-$892)
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$23.5K (-$450)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$16.2K (-$310)
Filed 2026-11-05
Natixis
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$12.9K (-$247)
Filed 2026-11-06
Sterling Capital Management LLC
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$12.3K (-$237)
Filed 2026-10-22
SBI Securities Co., Ltd.
DECREASED
Shares128 from 139
Change-11 (-8%)
Value$4.1K (-$443)
Filed 2026-10-22
Financial Management Professionals, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.2K (-$62)
Filed 2026-10-23
Farther Finance Advisors, LLC
NEW
Shares31
Change+31
Value$1.0K
Filed 2026-10-08
MH & Associates Securities Management Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$972 (-$19)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$583 (-$11)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$292 (-$5)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares3 from 53
Change-50 (-94%)
Value$97 (-$1.7K)
Filed 2026-10-16
Larson Financial Group LLC
NEW
Shares1
Change+1
Value$32
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 309,272
Change-309,272 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 41,563
Change-41,563 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-13
Vigilare Wealth Management
CLOSED
Shares0 from 18,042
Change-18,042 (-100%)
Value$0 (-$595.7K)
Filed 2026-10-29
RW Investment Management LLC
CLOSED
Shares0 from 11,635
Change-11,635 (-100%)
Value$0 (-$384.2K)
Filed 2026-11-03
Moors & Cabot, Inc.
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$264.2K)
Filed 2026-11-06
Kozak & Associates, Inc.
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 2,486,327
Change-2,486,327 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 458,269
Change-458,269 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 434,134
Change-434,134 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 431,591
Change-431,591 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 304,263
Change-304,263 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 303,703
Change-303,703 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 233,122
Change-233,122 (-100%)
Value—
UBS Group AG
N/A
Shares— from 196,849
Change-196,849 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 154,750
Change-154,750 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 109,501
Change-109,501 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 93,608
Change-93,608 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 85,162
Change-85,162 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 68,558
Change-68,558 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 65,866
Change-65,866 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 58,619
Change-58,619 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 53,339
Change-53,339 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 45,485
Change-45,485 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 42,069
Change-42,069 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 38,706
Change-38,706 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,972
Change-28,972 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 21,827
Change-21,827 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,762
Change-20,762 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 20,027
Change-20,027 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 18,552
Change-18,552 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,726
Change-17,726 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,265
Change-15,265 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,970
Change-14,970 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,290
Change-14,290 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,587
Change-13,587 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,350
Change-12,350 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 12,123
Change-12,123 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,365
Change-8,365 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 8,266
Change-8,266 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
EFG International AG
N/A
Shares— from 500
Change-500 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 110
Change-110 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Stack Financial Management, Inc
INCREASED4,865,5052,776,433+2,089,072+75%$91.7M$157.6M+$66.0M2026-11-02
Imc-Chicago, LLC
INCREASED567,814244,436+323,378+132%$8.1M$18.4M+$10.3M2026-11-05
Virtue Capital Management, LLC
INCREASED385,35160,424+324,927+538%$2.0M$12.5M+$10.5M2026-10-29
First Pacific Financial
NEW316,143—+316,143——$10.2M—2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW312,436—+312,436——$10.1M—2026-10-14
Sterling Investment Management, LLC
INCREASED265,553230,707+34,846+15%$7.6M$8.6M+$986.0K2026-10-16
Trek Financial, LLC
NEW216,288—+216,288——$7.0M—2026-10-29
Perigon Wealth Management, LLC
INCREASED195,091113,804+81,287+71%$3.8M$6.3M+$2.6M2026-10-22
One Plus One Wealth Management, LLC
INCREASED172,750116,890+55,860+48%$3.9M$5.6M+$1.7M2026-10-16
Axiom Investment Management LLC
INCREASED153,075137,921+15,154+11%$4.6M$5.0M+$405.5K2026-11-03
Chatham Capital Group, Inc.
DECREASED140,615145,615-5,000-3%$4.8M$4.6M-$252.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
NEW93,281—+93,281——$3.0K—2026-11-02
Belvedere Trading LLC
NEW90,993—+90,993——$2.9M—2026-11-05
AFG Fiduciary Services Limited Partnership
DECREASED90,90892,223-1,315-1%$3.1M$2.9M-$160.8K2026-10-21
LPL Financial LLC
DECREASED90,891154,363-63,472-41%$5.1M$2.9M-$2.2M2026-11-06
Sidoxia Capital Management, LLC
INCREASED84,14730,760+53,387+174%$1.0M$2.7M+$1.7M2026-10-28
Zega Investments, LLC
NEW70,946—+70,946——$2.3M—2026-11-04
Verity Asset Management, Inc.
INCREASED65,67464,967+707+1%$2.1M$2.1M-$17.4K2026-10-30
Hedges Asset Management LLC
DECREASED63,70064,200-500-1%$2.1M$2.1M-$56.0K2026-10-29
J. Safra Sarasin Holding AG
UNCHANGED60,51060,51000%$2.3M$2.3M$02026-10-26
Commonwealth Financial Services, LLC
UNCHANGED57,64257,64200%$1.9M$1.9M-$35.7K2026-10-20
Ballew Advisors, Inc
INCREASED41,48236,782+4,700+13%$1.2M$1.3M+$114.2K2026-10-05
Wakefield Asset Management Lllp
NEW35,026—+35,026——$1.1M—2026-11-05
AXS Investments LLC
UNCHANGED31,50031,50000%$1.0M$1.0M-$19.5K2026-11-04
Oppenheimer & Co Inc
DECREASED26,52337,891-11,368-30%$1.3M$859.3K-$391.8K2026-10-26
Integrated Advisors Network LLC
DECREASED26,27126,342-710%$869.8K$851.2K-$18.6K2026-10-20
Edge Wealth Management LLC
UNCHANGED23,00023,00000%$759.5K$740.8K-$18.6K2026-10-13
Alpha Advisors, LLC
INCREASED22,71517,655+5,060+29%$583.0K$736.0K+$153.0K2026-10-19
Sepio Capital, LP
INCREASED22,25017,750+4,500+25%$586.1K$720.9K+$134.8K2026-10-22
Atlantic Edge Private Wealth Management, LLC
NEW21,800—+21,800——$706.3K—2026-10-20
Sugar Maple Asset Management, LLC
UNCHANGED21,33721,33700%$704.5K$691.3K-$13.2K2026-10-13
Aviance Capital Partners, LLC
UNCHANGED19,00019,00000%$627.4K$615.6K-$11.8K2026-10-29
St. Louis Financial Planners Asset Management, LLC
NEW18,750—+18,750——$617.4K—2026-10-16
Nicholas Hoffman & Company, Llc.
UNCHANGED15,46315,46300%$510.6K$501.0K-$9.6K2026-10-30
Creative Planning
DECREASED13,79114,481-690-5%$478.2K$446.8K-$31.3K2026-11-02
Vontobel Holding Ltd.
DECREASED13,500158,166-144,666-91%$5.2M$437.4K-$4.8M2026-10-16
Kornitzer Capital Management Inc
NEW10,000—+10,000——$324.0K—2026-11-03
Advanced Asset Management Advisors Inc
UNCHANGED8,5008,50000%$280.7K$275.4K-$5.3K2026-10-20
Citizens Financial Group Inc
INCREASED7,9497,876+73+1%$260.1K$257.5K-$2.5K2026-10-23
MGO One Seven LLC
NEW7,286—+7,286——$236.1K—2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED7,0008,000-1,000-12%$264.2K$226.8K-$37.4K2026-11-03
Strategic Blueprint, LLC
DECREASED6,7867,656-870-11%$252.8K$219.9K-$32.9K2026-10-22
Simplicity Wealth,LLC
NEW6,769—+6,769——$219.3K—2026-10-23
Vima LLC
INCREASED5,5645,402+162+3%$177.3K$180.3K+$3.0K2026-10-23
Ramsey Quantitative Systems
UNCHANGED4,8004,80000%$158.5K$155.5K-$3.0K2026-10-22
Ascentis Independent Advisors
NEW4,290—+4,290——$139.0K—2026-11-03
Nvwm, LLC
INCREASED3,0002,000+1,000+50%$66.0K$97.2K+$31.2K2026-10-14
Allworth Financial LP
INCREASED1,8201,792+28+2%$59.2K$60.1K+$9242026-11-06
PNC Financial Services Group, Inc.
UNCHANGED1,4381,43800%$47.5K$46.6K-$8922026-11-06
Golden State Wealth Management, LLC
UNCHANGED72572500%$23.9K$23.5K-$4502026-11-02
Silver Grove Financial Group, Inc.
UNCHANGED50050000%$16.5K$16.2K-$3102026-11-05
Natixis
UNCHANGED39939900%$13.2K$12.9K-$2472026-11-06
Sterling Capital Management LLC
UNCHANGED38138100%$12.6K$12.3K-$2372026-10-22
SBI Securities Co., Ltd.
DECREASED128139-11-8%$4.6K$4.1K-$4432026-10-22
Financial Management Professionals, Inc.
UNCHANGED10010000%$3.3K$3.2K-$622026-10-23
Farther Finance Advisors, LLC
NEW31—+31——$1.0K—2026-10-08
MH & Associates Securities Management Corp
UNCHANGED303000%$991$972-$192026-10-30
Creative Financial Designs Inc
UNCHANGED181800%$594$583-$112026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED9900%$297$292-$52026-11-04
IFP Advisors, Inc
DECREASED353-50-94%$1.8K$97-$1.7K2026-10-16
Larson Financial Group LLC
NEW1—+1——$32—2026-11-05
Axxcess Wealth Management, LLC
CLOSED0309,272-309,272-100%$10.2M$0-$10.2M2026-10-21
B. Riley Wealth Advisors, Inc.
CLOSED041,563-41,563-100%$1.4M$0-$1.4M2026-10-13
Vigilare Wealth Management
CLOSED018,042-18,042-100%$595.7K$0-$595.7K2026-10-29
RW Investment Management LLC
CLOSED011,635-11,635-100%$384.2K$0-$384.2K2026-11-03
Moors & Cabot, Inc.
CLOSED08,000-8,000-100%$264.2K$0-$264.2K2026-11-06
Kozak & Associates, Inc.
CLOSED0119-119-100%$3.9K$0-$3.9K2026-10-29
Morgan Stanley
N/A—2,486,327-2,486,327-100%$82.1M———
Jane Street Group, LLC
N/A—458,269-458,269-100%$15.1M———
Focus Partners Wealth
N/A—434,134-434,134-100%$14.3M———
Stratos Wealth Advisors, LLC
N/A—431,591-431,591-100%$14.3M———
Jump Financial, LLC
N/A—304,263-304,263-100%$10.0M———
DRW Securities, LLC
N/A—303,703-303,703-100%$10.0M———
Guardian Wealth Advisors, LLC / NC
N/A—233,122-233,122-100%$7.7M———
UBS Group AG
N/A—196,849-196,849-100%$6.5M———
Cetera Investment Advisers
N/A—154,750-154,750-100%$5.1M———
Susquehanna International Group, LLP
N/A—109,501-109,501-100%$3.6M———
Capital Wealth Planning, LLC
N/A—93,608-93,608-100%$3.1M———
Belpointe Asset Management LLC
N/A—85,162-85,162-100%$2.8M———
Advisory Services Network, LLC
N/A—68,558-68,558-100%$2.3M———
Goldman Sachs Group Inc
N/A—65,866-65,866-100%$2.2M———
Tidal Investments LLC
N/A—58,619-58,619-100%$1.9M———
Per Stirling Capital Management, Llc.
N/A—53,339-53,339-100%$1.8M———
CIBC World Market Inc.
N/A—45,485-45,485-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—42,069-42,069-100%$1.4M———
Arete Wealth Advisors, LLC
N/A—38,706-38,706-100%$1.3M———
Mariner, LLC
N/A—28,972-28,972-100%$956.7K———
Rothschild Capital Partners, LLC
N/A—21,827-21,827-100%$720.7K———
Arax Advisory Partners
N/A—20,762-20,762-100%$685.6K———
Cary Street Partners Financial LLC
N/A—20,027-20,027-100%$661.3K———
Group One Trading LLC
N/A—18,552-18,552-100%$612.6K———
Envestnet Asset Management Inc
N/A—17,726-17,726-100%$585.3K———
JPMorgan Chase & Co
N/A—15,265-15,265-100%$507.7K———
Quantinno Capital Management LP
N/A—15,000-15,000-100%$495.3K———
Pinnacle Financial Partners, Inc.
N/A—14,970-14,970-100%$494.3K———
Integrated Wealth Concepts LLC
N/A—14,290-14,290-100%$471.9K———
GTS Securities LLC
N/A—13,587-13,587-100%$448.2K———
Kovack Advisors, Inc.
N/A—12,350-12,350-100%$408.2K———
Farringdon Capital, Ltd.
N/A—12,123-12,123-100%$400.3K———
Sumitomo Mitsui Financial Group, Inc.
N/A—12,000-12,000-100%$396.2K———
Two Sigma Securities, LLC
N/A—11,919-11,919-100%$393.6K———
HRT Financial LP
N/A—9,767-9,767-100%$322.0K———
Beacon Pointe Advisors, LLC
N/A—9,157-9,157-100%$302.4K———
HighTower Advisors, LLC
N/A—8,365-8,365-100%$276.2K———
Walleye Trading LLC
N/A—8,266-8,266-100%$272.9K———
Millennium Management LLC
N/A—8,000-8,000-100%$264.2K———
Easterly Investment Partners LLC
N/A—7,000-7,000-100%$231.1K———
Beckerman Institutional, LLC
N/A—6,936-6,936-100%$229.0K———
Bank of America Corp
N/A—6,900-6,900-100%$227.8K———
Oxbow Advisors, LLC
N/A—6,250-6,250-100%$206.4K———
ST Germain D J Co Inc
N/A—2,750-2,750-100%$90.8K———
JTC Employer Solutions Trustee Ltd
N/A—2,500-2,500-100%$83.0K———
Whittier Trust Co of Nevada Inc
N/A—2,500-2,500-100%$82.5K———
Tower Research Capital LLC (TRC)
N/A—1,619-1,619-100%$53.5K———
Steward Partners Investment Advisory, LLC
N/A—1,500-1,500-100%$49.5K———
New England Asset Management Inc
N/A—1,375-1,375-100%$45.4K———
Smartleaf Asset Management LLC
N/A—1,370-1,370-100%$45.6K———
Blair William & Co
N/A—1,066-1,066-100%$35.2K———
Royal Bank of Canada
N/A—1,008-1,008-100%$33.0K———
EFG International AG
N/A—500-500-100%$16.5K———
Atlantic Union Bankshares Corp
N/A—500-500-100%$16.5K———
SHP Wealth Management
N/A—110-110-100%$3.6K———
Swan Capital LLC
N/A—70-70-100%$2.3K———
Geneos Wealth Management Inc.
N/A—58-58-100%$1.9K———
Caitlin John, LLC
N/A—30-30-100%$991———
Optiver Holding B.V.
N/A—24-24-100%$792———
Capital Advisor Network LLC
N/A—19-19-100%$627———
Financial Gravity Companies, Inc.
N/A—7-7-100%$231———
Showing 128 of 128 institutions