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First Eagle Overseas EQ ETF (FEOE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,361,221 from 1,711,424
Change+649,797 (+38%)
Value$127.0M (+$35.6M)
Filed 2026-11-06
Great Valley Advisor Group, Inc.
INCREASED
Shares807,343 from 579,013
Change+228,330 (+39%)
Value$43.4M (+$12.5M)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
INCREASED
Shares485,736 from 442,679
Change+43,057 (+10%)
Value$26.1M (+$2.5M)
Filed 2026-11-05
Nkcfo LLC
UNCHANGED
Shares439,350 from 439,350
Change0 (0%)
Value$23.6K (-$23.4M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares390,905 from 499,920
Change-109,015 (-22%)
Value$21.0M (-$5.7M)
Filed 2026-11-02
Financial Partners Group, Inc
INCREASED
Shares311,562 from 129,223
Change+182,339 (+141%)
Value$16.8M (+$9.9M)
Filed 2026-10-19
FFG Retirement Advisors LLC
INCREASED
Shares274,286 from 97,902
Change+176,384 (+180%)
Value$14.7M (+$9.5M)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares209,632 from 176,918
Change+32,714 (+18%)
Value$11.3M (+$1.8M)
Filed 2026-10-14
Geneos Wealth Management Inc.
INCREASED
Shares192,536 from 189,906
Change+2,630 (+1%)
Value$10.4M (+$211.7K)
Filed 2026-11-09
Arwa LLC
INCREASED
Shares187,736 from 177,902
Change+9,834 (+6%)
Value$10.3M (+$677.0K)
Filed 2026-10-21
StrongBox Wealth, LLC
INCREASED
Shares176,599 from 77,219
Change+99,380 (+129%)
Value$9.5M (+$5.4M)
Filed 2026-11-02
Frontier Asset Management, LLC
INCREASED
Shares165,550 from 159,621
Change+5,929 (+4%)
Value$8.9M (+$377.9K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares158,397 from 152,085
Change+6,312 (+4%)
Value$8.5M (+$395.7K)
Filed 2026-10-30
LexAurum Advisors, LLC
INCREASED
Shares157,782 from 150,522
Change+7,260 (+5%)
Value$8.5M (+$446.1K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares154,777 from 152,104
Change+2,673 (+2%)
Value$8.3M (+$200.0K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares148,057 from 151,176
Change-3,119 (-2%)
Value$8.0M (-$111.8K)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares143,463 from 141,489
Change+1,974 (+1%)
Value$7.7M (+$158.5K)
Filed 2026-10-28
Richmond Investment Services, LLC
INCREASED
Shares131,072 from 129,484
Change+1,588 (+1%)
Value$7.0M (+$133.3K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares118,057 from 78,638
Change+39,419 (+50%)
Value$6.3M (+$2.1M)
Filed 2026-10-29
G&S Capital LLC
INCREASED
Shares103,599 from 86,680
Change+16,919 (+20%)
Value$5.6M (+$941.8K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares99,333 from 83,495
Change+15,838 (+19%)
Value$5.3M (+$882.5K)
Filed 2026-11-04
Silver OAK Securities, Incorporated
DECREASED
Shares94,256 from 101,642
Change-7,386 (-7%)
Value$5.2M (-$220.1K)
Filed 2026-11-09
Belpointe Asset Management LLC
NEW
Shares93,942
Change+93,942
Value$5.1M
Filed 2026-11-09
Fortis Capital Advisors, LLC
NEW
Shares93,942
Change+93,942
Value$5.1M
Filed 2026-11-09
Visionary Wealth Advisors
DECREASED
Shares92,154 from 93,165
Change-1,011 (-1%)
Value$5.0M (-$19.9K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares91,986 from 74,273
Change+17,713 (+24%)
Value$4.9M (+$979.9K)
Filed 2026-11-06
Greenwood Capital Associates LLC
INCREASED
Shares90,163 from 82,889
Change+7,274 (+9%)
Value$4.8M (+$421.8K)
Filed 2026-10-27
Avaii Wealth Management, LLC
DECREASED
Shares82,359 from 100,885
Change-18,526 (-18%)
Value$4.4M (-$955.5K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares79,554 from 66,066
Change+13,488 (+20%)
Value$4.3M (+$749.7K)
Filed 2026-10-08
Equitable Trust Co
INCREASED
Shares77,744 from 70,553
Change+7,191 (+10%)
Value$4.2M (+$412.8K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares74,171 from 73,197
Change+974 (+1%)
Value$4.0M (+$79.5K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares66,896 from 64,308
Change+2,588 (+4%)
Value$3.6M (+$163.0K)
Filed 2026-10-16
Patten Group, Inc.
INCREASED
Shares65,515 from 62,914
Change+2,601 (+4%)
Value$3.5M (+$163.1K)
Filed 2026-10-26
Pettinga Financial Advisors LLC
INCREASED
Shares65,345 from 41,230
Change+24,115 (+58%)
Value$3.5M (+$1.3M)
Filed 2026-10-13
Armstrong, Fleming & Moore, Inc
INCREASED
Shares61,124 from 49,794
Change+11,330 (+23%)
Value$3.3M (+$627.6K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares58,906 from 51,560
Change+7,346 (+14%)
Value$3.2M (+$414.1K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares58,260 from 58,613
Change-353 (-1%)
Value$3.1M (+$2.7K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares49,533 from 43,297
Change+6,236 (+14%)
Value$2.7M (+$351.3K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED
Shares49,035 from 49,550
Change-515 (-1%)
Value$2.6M (-$9.4K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares47,980 from 42,523
Change+5,457 (+13%)
Value$2.6K (-$2.3M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares39,394 from 22,249
Change+17,145 (+77%)
Value$2.1M (+$930.1K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares38,280 from 40,683
Change-2,403 (-6%)
Value$2.1M (-$114.2K)
Filed 2026-10-14
Titleist Asset Management, LLC
INCREASED
Shares35,009 from 19,883
Change+15,126 (+76%)
Value$1.9M (+$820.7K)
Filed 2026-10-08
Signature Estate & Investment Advisors LLC
INCREASED
Shares34,049 from 33,620
Change+429 (+1%)
Value$1.8M (+$35.5K)
Filed 2026-10-13
Bluesphere Advisors LLC
DECREASED
Shares27,357 from 29,277
Change-1,920 (-7%)
Value$1.5M (-$92.4K)
Filed 2026-10-19
Lakeside Advisors, Inc.
INCREASED
Shares26,100 from 15,100
Change+11,000 (+73%)
Value$1.4M (+$597.1K)
Filed 2026-10-20
Nautilus Advisors LLC
DECREASED
Shares25,618 from 26,268
Change-650 (-2%)
Value$1.4M (-$40.5K)
Filed 2026-10-07
Chemistry Wealth Management LLC
INCREASED
Shares25,150 from 25,052
Change+98 (+0%)
Value$1.4M (+$14.5K)
Filed 2026-10-16
Tanglewood Wealth Management, Inc.
DECREASED
Shares24,430 from 26,234
Change-1,804 (-7%)
Value$1.3M (-$87.3K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares24,339 from 17,264
Change+7,075 (+41%)
Value$1.3M (+$386.8K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares24,000 from 23,000
Change+1,000 (+4%)
Value$1.3M (+$62.3K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
INCREASED
Shares20,437 from 16,112
Change+4,325 (+27%)
Value$1.1M (+$238.5K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares19,910 from 19,909
Change+1 (+0%)
Value$1.1M (+$7.4K)
Filed 2026-11-03
Compass Ion Advisors, LLC
INCREASED
Shares19,541 from 19,313
Change+228 (+1%)
Value$1.1M (+$19.4K)
Filed 2026-10-23
TKG Advisors, LLC
INCREASED
Shares17,376 from 14,398
Change+2,978 (+21%)
Value$934.3K (+$165.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,192 from 17,019
Change+173 (+1%)
Value$929.1K (+$10.4K)
Filed 2026-10-13
ERn Financial, LLC
INCREASED
Shares16,937 from 13,774
Change+3,163 (+23%)
Value$910.7K (+$175.2K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED
Shares16,374 from 187,046
Change-170,672 (-91%)
Value$880.4K (-$9.1M)
Filed 2026-10-14
Milestone Investment Advisors LLC
INCREASED
Shares15,399 from 2,666
Change+12,733 (+478%)
Value$828.0K (+$685.7K)
Filed 2026-11-05
Joseph P. Lucia & Associates, LLC
INCREASED
Shares15,071 from 11,435
Change+3,636 (+32%)
Value$810.4K (+$199.7K)
Filed 2026-10-30
Apollon Wealth Management, LLC
UNCHANGED
Shares13,820 from 13,820
Change0 (0%)
Value$743.1K (+$5.1K)
Filed 2026-10-23
Sunrise Financial Services, LLC
INCREASED
Shares13,356 from 11,885
Change+1,471 (+12%)
Value$718.2K (+$83.5K)
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares12,020 from 11,611
Change+409 (+4%)
Value$646.3K (+$26.3K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares11,703 from 355,922
Change-344,219 (-97%)
Value$629.3K (-$18.4M)
Filed 2026-10-15
Thoroughbred Financial Services, LLC
INCREASED
Shares11,454 from 11,451
Change+3 (+0%)
Value$510 (+$4)
Filed 2026-11-09
Legacy Capital Wealth Partners, LLC
INCREASED
Shares11,135 from 7,469
Change+3,666 (+49%)
Value$598.7K (+$199.9K)
Filed 2026-10-21
Bank of New York Mellon Corp
NEW
Shares11,095
Change+11,095
Value$596.6K
Filed 2026-11-05
Fortis Group Advisors, LLC
INCREASED
Shares11,054 from 10,527
Change+527 (+5%)
Value$609.1K (+$46.9K)
Filed 2026-11-06
Essential Investment Partners LLC
INCREASED
Shares10,561 from 9,526
Change+1,035 (+11%)
Value$567.9K (+$59.2K)
Filed 2026-10-27
Sapient Capital LLC
INCREASED
Shares10,318 from 9,766
Change+552 (+6%)
Value$554.8K (+$33.3K)
Filed 2026-10-08
RMR Wealth Builders
DECREASED
Shares9,716 from 9,796
Change-80 (-1%)
Value$522.4K (-$677)
Filed 2026-10-22
Strategic Blueprint, LLC
DECREASED
Shares9,579 from 10,026
Change-447 (-4%)
Value$515.1K (-$20.3K)
Filed 2026-10-22
Landaas & Co
UNCHANGED
Shares9,332 from 9,332
Change0 (0%)
Value$501.8K (+$3.5K)
Filed 2026-10-29
Gradient Capital Advisors, LLC
DECREASED
Shares8,774 from 10,796
Change-2,022 (-19%)
Value$471.8K (-$104.7K)
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares8,265 from 9,334
Change-1,069 (-11%)
Value$444.4K (-$54.1K)
Filed 2026-11-06
Stonebridge Financial Group, LLC
INCREASED
Shares8,105 from 7,754
Change+351 (+5%)
Value$435.8K (+$21.7K)
Filed 2026-10-01
InTrack Investment Management Inc
NEW
Shares8,001
Change+8,001
Value$430.2K
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares7,913 from 7,736
Change+177 (+2%)
Value$425.5K (+$10.1K)
Filed 2026-11-02
Argent Trust Co
INCREASED
Shares7,800 from 5,200
Change+2,600 (+50%)
Value$419.4K (+$141.7K)
Filed 2026-11-09
MN Wealth Advisors, LLC
INCREASED
Shares7,464 from 6,964
Change+500 (+7%)
Value$401.4K (+$29.5K)
Filed 2026-10-23
Pearl Planning LLC
UNCHANGED
Shares6,306 from 6,306
Change0 (0%)
Value$339.1K (+$2.3K)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED
Shares6,246 from 6,165
Change+81 (+1%)
Value$335.8K (+$6.6K)
Filed 2026-10-27
Stone Wealth Partners
NEW
Shares5,960
Change+5,960
Value$321.4K
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED
Shares5,948 from 5,689
Change+259 (+5%)
Value$319.8K (+$16.0K)
Filed 2026-10-16
Perigon Wealth Management, LLC
UNCHANGED
Shares5,651 from 5,651
Change0 (0%)
Value$303.9K (+$2.1K)
Filed 2026-10-22
Everest Financial Group LLC
NEW
Shares5,401
Change+5,401
Value$290.4K
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares5,362 from 5,352
Change+10 (+0%)
Value$288.3K (+$2.5K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares5,345 from 2,117
Change+3,228 (+152%)
Value$287.4K (+$174.4K)
Filed 2026-11-02
Arnhold LLC
NEW
Shares5,056
Change+5,056
Value$271.9K
Filed 2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares4,658 from 4,658
Change0 (0%)
Value$250.4K (+$1.7K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares4,525 from 4,075
Change+450 (+11%)
Value$243.3K (+$25.7K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares4,207 from 3,405
Change+802 (+24%)
Value$226.2K (+$44.4K)
Filed 2026-10-20
Wedbush Securities Inc
NEW
Shares3,820
Change+3,820
Value$205
Filed 2026-10-22
Register Financial Advisors LLC
NEW
Shares3,775
Change+3,775
Value$203.0K
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares3,490 from 937
Change+2,553 (+272%)
Value$187.7K (+$137.6K)
Filed 2026-11-05
Center for Financial Planning, Inc.
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$142.5K (+$980)
Filed 2026-10-26
IAG Wealth Partners, LLC
NEW
Shares2,065
Change+2,065
Value$111.0K
Filed 2026-11-06
Rossby Financial, LCC
DECREASED
Shares1,950 from 2,039
Change-89 (-4%)
Value$104.9K (-$4.0K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,930
Change+1,930
Value$103.8K
Filed 2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$82.6K (+$568)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$32.7K (+$225)
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$27.2K (+$186)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$26.7K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$19.9K (+$137)
Filed 2026-11-09
Golden State Wealth Management, LLC
NEW
Shares220
Change+220
Value$11.8K
Filed 2026-11-02
Assetmark, Inc
NEW
Shares161
Change+161
Value$8.7K
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (+$37)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
NEW
Shares72
Change+72
Value$4
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$3.1K (+$21)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,495
Change-2,495 (-100%)
Value$0 (-$133.2K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$11.9K)
Filed 2026-11-02
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,626,435
Change-1,626,435 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,435,140
Change-1,435,140 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,384,809
Change-1,384,809 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,314,354
Change-1,314,354 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,116,579
Change-1,116,579 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 843,708
Change-843,708 (-100%)
Value—
UBS Group AG
N/A
Shares— from 728,080
Change-728,080 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 650,933
Change-650,933 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 570,213
Change-570,213 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 480,050
Change-480,050 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 447,259
Change-447,259 (-100%)
Value—
&partners
N/A
Shares— from 381,290
Change-381,290 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 313,873
Change-313,873 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 283,724
Change-283,724 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 271,927
Change-271,927 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 238,288
Change-238,288 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 233,594
Change-233,594 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 223,314
Change-223,314 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 171,676
Change-171,676 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 144,536
Change-144,536 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 122,813
Change-122,813 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 121,031
Change-121,031 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 114,523
Change-114,523 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 107,599
Change-107,599 (-100%)
Value—
Stephens Inc
N/A
Shares— from 105,033
Change-105,033 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 102,480
Change-102,480 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 95,779
Change-95,779 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 77,924
Change-77,924 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 77,134
Change-77,134 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 74,125
Change-74,125 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 67,216
Change-67,216 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 63,116
Change-63,116 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 59,807
Change-59,807 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 53,821
Change-53,821 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 32,466
Change-32,466 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 25,765
Change-25,765 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,529
Change-24,529 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 23,734
Change-23,734 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 22,586
Change-22,586 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,805
Change-20,805 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,078
Change-20,078 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,478
Change-16,478 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 14,118
Change-14,118 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,439
Change-11,439 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,952
Change-9,952 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 9,290
Change-9,290 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,658
Change-8,658 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 8,551
Change-8,551 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 999
Change-999 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,361,2211,711,424+649,797+38%$91.4M$127.0M+$35.6M2026-11-06
Great Valley Advisor Group, Inc.
INCREASED807,343579,013+228,330+39%$30.9M$43.4M+$12.5M2026-11-09
Acumen Wealth Advisors, LLC
INCREASED485,736442,679+43,057+10%$23.6M$26.1M+$2.5M2026-11-05
Nkcfo LLC
UNCHANGED439,350439,35000%$23.5M$23.6K-$23.4M2026-11-04
Commonwealth Equity Services, LLC
DECREASED390,905499,920-109,015-22%$26.7M$21.0M-$5.7M2026-11-02
Financial Partners Group, Inc
INCREASED311,562129,223+182,339+141%$6.9M$16.8M+$9.9M2026-10-19
FFG Retirement Advisors LLC
INCREASED274,28697,902+176,384+180%$5.2M$14.7M+$9.5M2026-10-20
Davenport & Co LLC
INCREASED209,632176,918+32,714+18%$9.4M$11.3M+$1.8M2026-10-14
Geneos Wealth Management Inc.
INCREASED192,536189,906+2,630+1%$10.1M$10.4M+$211.7K2026-11-09
Arwa LLC
INCREASED187,736177,902+9,834+6%$9.6M$10.3M+$677.0K2026-10-21
StrongBox Wealth, LLC
INCREASED176,59977,219+99,380+129%$4.1M$9.5M+$5.4M2026-11-02
Frontier Asset Management, LLC
INCREASED165,550159,621+5,929+4%$8.5M$8.9M+$377.9K2026-10-28
Truist Financial Corp
INCREASED158,397152,085+6,312+4%$8.1M$8.5M+$395.7K2026-10-30
LexAurum Advisors, LLC
INCREASED157,782150,522+7,260+5%$8.0M$8.5M+$446.1K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED154,777152,104+2,673+2%$8.1M$8.3M+$200.0K2026-10-22
Kestra Advisory Services, LLC
DECREASED148,057151,176-3,119-2%$8.1M$8.0M-$111.8K2026-11-02
Exchange Traded Concepts, LLC
INCREASED143,463141,489+1,974+1%$7.6M$7.7M+$158.5K2026-10-28
Richmond Investment Services, LLC
INCREASED131,072129,484+1,588+1%$6.9M$7.0M+$133.3K2026-10-29
Vise Technologies, Inc.
INCREASED118,05778,638+39,419+50%$4.2M$6.3M+$2.1M2026-10-29
G&S Capital LLC
INCREASED103,59986,680+16,919+20%$4.6M$5.6M+$941.8K2026-10-23
Daymark Wealth Partners, LLC
INCREASED99,33383,495+15,838+19%$4.5M$5.3M+$882.5K2026-11-04
Silver OAK Securities, Incorporated
DECREASED94,256101,642-7,386-7%$5.4M$5.2M-$220.1K2026-11-09
Belpointe Asset Management LLC
NEW93,942—+93,942——$5.1M—2026-11-09
Fortis Capital Advisors, LLC
NEW93,942—+93,942——$5.1M—2026-11-09
Visionary Wealth Advisors
DECREASED92,15493,165-1,011-1%$5.0M$5.0M-$19.9K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED91,98674,273+17,713+24%$4.0M$4.9M+$979.9K2026-11-06
Greenwood Capital Associates LLC
INCREASED90,16382,889+7,274+9%$4.4M$4.8M+$421.8K2026-10-27
Avaii Wealth Management, LLC
DECREASED82,359100,885-18,526-18%$5.4M$4.4M-$955.5K2026-10-09
Farther Finance Advisors, LLC
INCREASED79,55466,066+13,488+20%$3.5M$4.3M+$749.7K2026-10-08
Equitable Trust Co
INCREASED77,74470,553+7,191+10%$3.8M$4.2M+$412.8K2026-10-13
Oppenheimer & Co Inc
INCREASED74,17173,197+974+1%$3.9M$4.0M+$79.5K2026-10-26
IFP Advisors, Inc
INCREASED66,89664,308+2,588+4%$3.4M$3.6M+$163.0K2026-10-16
Patten Group, Inc.
INCREASED65,51562,914+2,601+4%$3.4M$3.5M+$163.1K2026-10-26
Pettinga Financial Advisors LLC
INCREASED65,34541,230+24,115+58%$2.2M$3.5M+$1.3M2026-10-13
Armstrong, Fleming & Moore, Inc
INCREASED61,12449,794+11,330+23%$2.7M$3.3M+$627.6K2026-10-28
Independent Financial Group, LLC
INCREASED58,90651,560+7,346+14%$2.8M$3.2M+$414.1K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED58,26058,613-353-1%$3.1M$3.1M+$2.7K2026-11-05
Valeo Financial Advisors, LLC
INCREASED49,53343,297+6,236+14%$2.3M$2.7M+$351.3K2026-10-08
Kingswood Wealth Advisors, LLC
DECREASED49,03549,550-515-1%$2.6M$2.6M-$9.4K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED47,98042,523+5,457+13%$2.3M$2.6K-$2.3M2026-11-02
Atria Investments, Inc
INCREASED39,39422,249+17,145+77%$1.2M$2.1M+$930.1K2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED38,28040,683-2,403-6%$2.2M$2.1M-$114.2K2026-10-14
Titleist Asset Management, LLC
INCREASED35,00919,883+15,126+76%$1.1M$1.9M+$820.7K2026-10-08
Signature Estate & Investment Advisors LLC
INCREASED34,04933,620+429+1%$1.8M$1.8M+$35.5K2026-10-13
Bluesphere Advisors LLC
DECREASED27,35729,277-1,920-7%$1.6M$1.5M-$92.4K2026-10-19
Lakeside Advisors, Inc.
INCREASED26,10015,100+11,000+73%$806.3K$1.4M+$597.1K2026-10-20
Nautilus Advisors LLC
DECREASED25,61826,268-650-2%$1.4M$1.4M-$40.5K2026-10-07
Chemistry Wealth Management LLC
INCREASED25,15025,052+98+0%$1.3M$1.4M+$14.5K2026-10-16
Tanglewood Wealth Management, Inc.
DECREASED24,43026,234-1,804-7%$1.4M$1.3M-$87.3K2026-10-23
Creative Financial Designs Inc
INCREASED24,33917,264+7,075+41%$921.9K$1.3M+$386.8K2026-11-04
D.A. Davidson & Co.
INCREASED24,00023,000+1,000+4%$1.2M$1.3M+$62.3K2026-10-28
Ballast Rock Private Wealth LLC
INCREASED20,43716,112+4,325+27%$860.4K$1.1M+$238.5K2026-10-26
Parallel Advisors, LLC
INCREASED19,91019,909+1+0%$1.1M$1.1M+$7.4K2026-11-03
Compass Ion Advisors, LLC
INCREASED19,54119,313+228+1%$1.0M$1.1M+$19.4K2026-10-23
TKG Advisors, LLC
INCREASED17,37614,398+2,978+21%$768.9K$934.3K+$165.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED17,19217,019+173+1%$918.7K$929.1K+$10.4K2026-10-13
ERn Financial, LLC
INCREASED16,93713,774+3,163+23%$735.5K$910.7K+$175.2K2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED16,374187,046-170,672-91%$10.0M$880.4K-$9.1M2026-10-14
Milestone Investment Advisors LLC
INCREASED15,3992,666+12,733+478%$142.4K$828.0K+$685.7K2026-11-05
Joseph P. Lucia & Associates, LLC
INCREASED15,07111,435+3,636+32%$610.6K$810.4K+$199.7K2026-10-30
Apollon Wealth Management, LLC
UNCHANGED13,82013,82000%$738.0K$743.1K+$5.1K2026-10-23
Sunrise Financial Services, LLC
INCREASED13,35611,885+1,471+12%$634.7K$718.2K+$83.5K2026-10-21
Nations Financial Group Inc,
INCREASED12,02011,611+409+4%$620.0K$646.3K+$26.3K2026-11-05
RIA Advisory Group LLC
DECREASED11,703355,922-344,219-97%$19.0M$629.3K-$18.4M2026-10-15
Thoroughbred Financial Services, LLC
INCREASED11,45411,451+3+0%$506$510+$42026-11-09
Legacy Capital Wealth Partners, LLC
INCREASED11,1357,469+3,666+49%$398.8K$598.7K+$199.9K2026-10-21
Bank of New York Mellon Corp
NEW11,095—+11,095——$596.6K—2026-11-05
Fortis Group Advisors, LLC
INCREASED11,05410,527+527+5%$562.1K$609.1K+$46.9K2026-11-06
Essential Investment Partners LLC
INCREASED10,5619,526+1,035+11%$508.7K$567.9K+$59.2K2026-10-27
Sapient Capital LLC
INCREASED10,3189,766+552+6%$521.5K$554.8K+$33.3K2026-10-08
RMR Wealth Builders
DECREASED9,7169,796-80-1%$523.1K$522.4K-$6772026-10-22
Strategic Blueprint, LLC
DECREASED9,57910,026-447-4%$535.4K$515.1K-$20.3K2026-10-22
Landaas & Co
UNCHANGED9,3329,33200%$498.3K$501.8K+$3.5K2026-10-29
Gradient Capital Advisors, LLC
DECREASED8,77410,796-2,022-19%$576.5K$471.8K-$104.7K2026-10-21
Merit Financial Group, LLC
DECREASED8,2659,334-1,069-11%$498.4K$444.4K-$54.1K2026-11-06
Stonebridge Financial Group, LLC
INCREASED8,1057,754+351+5%$414.1K$435.8K+$21.7K2026-10-01
InTrack Investment Management Inc
NEW8,001—+8,001——$430.2K—2026-10-15
Sentinel Pension Advisors, LLC
INCREASED7,9137,736+177+2%$415.4K$425.5K+$10.1K2026-11-02
Argent Trust Co
INCREASED7,8005,200+2,600+50%$277.7K$419.4K+$141.7K2026-11-09
MN Wealth Advisors, LLC
INCREASED7,4646,964+500+7%$371.9K$401.4K+$29.5K2026-10-23
Pearl Planning LLC
UNCHANGED6,3066,30600%$336.7K$339.1K+$2.3K2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED6,2466,165+81+1%$329.2K$335.8K+$6.6K2026-10-27
Stone Wealth Partners
NEW5,960—+5,960——$321.4K—2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED5,9485,689+259+5%$303.8K$319.8K+$16.0K2026-10-16
Perigon Wealth Management, LLC
UNCHANGED5,6515,65100%$301.8K$303.9K+$2.1K2026-10-22
Everest Financial Group LLC
NEW5,401—+5,401——$290.4K—2026-11-06
J.W. Cole Advisors, Inc.
INCREASED5,3625,352+10+0%$285.8K$288.3K+$2.5K2026-11-05
Birchwood Financial Partners, Inc.
INCREASED5,3452,117+3,228+152%$113.0K$287.4K+$174.4K2026-11-02
Arnhold LLC
NEW5,056—+5,056——$271.9K—2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED4,6584,65800%$248.7K$250.4K+$1.7K2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED4,5254,075+450+11%$217.6K$243.3K+$25.7K2026-10-19
Private Trust Co NA
INCREASED4,2073,405+802+24%$181.8K$226.2K+$44.4K2026-10-20
Wedbush Securities Inc
NEW3,820—+3,820——$205—2026-10-22
Register Financial Advisors LLC
NEW3,775—+3,775——$203.0K—2026-10-23
Fifth Third Bancorp
INCREASED3,490937+2,553+272%$50.0K$187.7K+$137.6K2026-11-05
Center for Financial Planning, Inc.
UNCHANGED2,6502,65000%$141.5K$142.5K+$9802026-10-26
IAG Wealth Partners, LLC
NEW2,065—+2,065——$111.0K—2026-11-06
Rossby Financial, LCC
DECREASED1,9502,039-89-4%$108.9K$104.9K-$4.0K2026-11-05
Root Financial Partners, LLC
NEW1,930—+1,930——$103.8K—2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED1,5371,53700%$82.1K$82.6K+$5682026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED60960900%$32.5K$32.7K+$2252026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED50550500%$27.0K$27.2K+$1862026-10-27
Allworth Financial LP
UNCHANGED50050000%$26.7K$26.7K$02026-11-06
Harbour Investments, Inc.
UNCHANGED37037000%$19.8K$19.9K+$1372026-11-09
Golden State Wealth Management, LLC
NEW220—+220——$11.8K—2026-11-02
Assetmark, Inc
NEW161—+161——$8.7K—2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED10010000%$5.3K$5.4K+$372026-10-13
Hazlett, Burt & Watson, Inc.
NEW72—+72——$4—2026-11-04
Abound Wealth Management
UNCHANGED575700%$3.0K$3.1K+$212026-10-26
AdvisorNet Financial, Inc
CLOSED02,495-2,495-100%$133.2K$0-$133.2K2026-10-15
International Assets Investment Management, LLC
CLOSED0225-225-100%$11.9K$0-$11.9K2026-11-02
Northwestern Mutual Wealth Management Co
N/A—1,626,435-1,626,435-100%$86.9M———
Raymond James Financial Inc
N/A—1,435,140-1,435,140-100%$76.6M———
Royal Bank of Canada
N/A—1,384,809-1,384,809-100%$73.9M———
Bank of America Corp
N/A—1,314,354-1,314,354-100%$70.2M———
Stifel Financial Corp
N/A—1,116,579-1,116,579-100%$59.6M———
Morgan Stanley
N/A—843,708-843,708-100%$45.1M———
UBS Group AG
N/A—728,080-728,080-100%$38.9M———
NewEdge Advisors, LLC
N/A—650,933-650,933-100%$34.8M———
Envestnet Asset Management Inc
N/A—570,213-570,213-100%$30.4M———
Janney Montgomery Scott LLC
N/A—480,050-480,050-100%$25.6M———
Cetera Investment Advisers
N/A—447,259-447,259-100%$23.9M———
&partners
N/A—381,290-381,290-100%$20.4M———
Jones Financial Companies Lllp
N/A—313,873-313,873-100%$16.7M———
Berger Financial Group, Inc
N/A—283,724-283,724-100%$15.2M———
HighTower Advisors, LLC
N/A—271,927-271,927-100%$14.5M———
Continuum Advisory, LLC
N/A—238,288-238,288-100%$12.7M———
Circle Wealth Management, LLC
N/A—233,594-233,594-100%$12.5M———
Dakota Wealth Management
N/A—223,314-223,314-100%$11.9M———
Sanctuary Advisors, LLC
N/A—171,676-171,676-100%$9.2M———
Osaic Holdings, Inc.
N/A—144,536-144,536-100%$7.7M———
JPMorgan Chase & Co
N/A—122,813-122,813-100%$6.6M———
Private Advisor Group, LLC
N/A—121,031-121,031-100%$6.5M———
Smith, Moore & Co.
N/A—114,523-114,523-100%$6.1M———
First National Bank of Omaha
N/A—107,599-107,599-100%$5.8M———
Stephens Inc
N/A—105,033-105,033-100%$5.6M———
Essex Financial Services, Inc.
N/A—102,480-102,480-100%$5.5M———
Mariner, LLC
N/A—95,779-95,779-100%$5.1M———
PCG Wealth Advisors, LLC
N/A—77,924-77,924-100%$4.2M———
Jane Street Group, LLC
N/A—77,134-77,134-100%$4.1M———
MML Investors Services, LLC
N/A—74,125-74,125-100%$4.0M———
Atlas Wealth LLC
N/A—67,216-67,216-100%$3.6M———
Arax Advisory Partners
N/A—63,116-63,116-100%$3.4M———
Schiavi & Co LLC
N/A—59,807-59,807-100%$3.2M———
Elequin Capital, LP
N/A—53,821-53,821-100%$2.9M———
OneAscent Financial Services LLC
N/A—32,466-32,466-100%$1.7M———
WCG Wealth Advisors LLC
N/A—25,765-25,765-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—24,529-24,529-100%$1.3M———
Natixis Advisors, LLC
N/A—23,734-23,734-100%$1.3M———
Sittner & Nelson, LLC
N/A—22,586-22,586-100%$1.2M———
Snowden Capital Advisors LLC
N/A—20,805-20,805-100%$1.1M———
Goldman Sachs Group Inc
N/A—20,078-20,078-100%$1.1M———
Equitable Holdings, Inc.
N/A—16,478-16,478-100%$879.9K———
Leo H. Evart, Inc.
N/A—14,118-14,118-100%$753.9K———
Integrated Wealth Concepts LLC
N/A—11,439-11,439-100%$610.8K———
Zacks Investment Management
N/A—10,633-10,633-100%$567.8K———
CSM Advisors, LLC
N/A—10,200-10,200-100%$545.0K———
Stratos Wealth Partners, Ltd.
N/A—9,952-9,952-100%$531.4K———
Walter & Keenan Wealth Management LLC
N/A—9,290-9,290-100%$496.1K———
Cary Street Partners Financial LLC
N/A—8,658-8,658-100%$462.3K———
Reliant Wealth Planning
N/A—8,551-8,551-100%$456.6K———
Global Retirement Partners, LLC
N/A—7,165-7,165-100%$382.6K———
Petra Financial Advisors Inc
N/A—6,390-6,390-100%$341.2K———
Quantinno Capital Management LP
N/A—5,390-5,390-100%$287.8K———
Rothschild Wealth LLC
N/A—4,743-4,743-100%$253.3K———
Aptus Capital Advisors, LLC
N/A—4,560-4,560-100%$243.5K———
Guardian Wealth Advisors, LLC / NC
N/A—4,560-4,560-100%$243.5K———
Harborfront Financial Group LLC
N/A—1,053-1,053-100%$56.2K———
IMA Advisory Services, Inc.
N/A—999-999-100%$53.3K———
HHM Wealth Advisors, LLC
N/A—530-530-100%$28.3K———
Steward Partners Investment Advisory, LLC
N/A—89-89-100%$4.8K———
Showing 171 of 171 institutions