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State Street Spdr Euro Stoxx (FEZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,202,053 from 1,064,472
Change+137,581 (+13%)
Value$80.9M (+$7.8M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,101,377 from 1,080,850
Change+20,527 (+2%)
Value$74.1M (-$99.1K)
Filed 2026-11-04
Southern Farm Bureau Life Insurance
UNCHANGED
Shares802,765 from 802,765
Change0 (0%)
Value$54.3K (-$55.1M)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares510,313 from 219,947
Change+290,366 (+132%)
Value$34.3M (+$19.2M)
Filed 2026-11-04
Fisher Asset Management, LLC
DECREASED
Shares287,804 from 297,655
Change-9,851 (-3%)
Value$19.4M (-$1.1M)
Filed 2026-11-06
Matauro, LLC
DECREASED
Shares276,313 from 313,480
Change-37,167 (-12%)
Value$18.6M (-$2.9M)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares246,055 from 246,024
Change+31 (+0%)
Value$16.6M (-$335.0K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares246,048 from 234,474
Change+11,574 (+5%)
Value$16.6M (+$457.8K)
Filed 2026-11-02
Financial Management Professionals, Inc.
INCREASED
Shares163,622 from 211
Change+163,411 (+77446%)
Value$11.0M (+$11.0M)
Filed 2026-10-23
GFS Advisors, LLC
INCREASED
Shares161,439 from 141,277
Change+20,162 (+14%)
Value$10.9M (+$9.4M)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares143,650 from 138,655
Change+4,995 (+4%)
Value$9.7M (+$146.2K)
Filed 2026-10-29
Financial Enhancement Group LLC
INCREASED
Shares132,978 from 129,738
Change+3,240 (+3%)
Value$8.7M (-$160.4K)
Filed 2026-10-08
NTV Asset Management LLC
INCREASED
Shares132,556 from 125,496
Change+7,060 (+6%)
Value$8.9M (+$303.3K)
Filed 2026-10-23
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares120,272 from 120,963
Change-691 (-1%)
Value$8.1K (-$8.3M)
Filed 2026-11-02
Lynx Capital Group LTD
INCREASED
Shares114,556 from 114,439
Change+117 (+0%)
Value$7.7M (-$148.9K)
Filed 2026-11-04
Arch Global Advisors, LLC
INCREASED
Shares93,535 from 88,980
Change+4,555 (+5%)
Value$6.3M (+$184.7K)
Filed 2026-10-23
3Edge Asset Management, LP
DECREASED
Shares88,013 from 95,073
Change-7,060 (-7%)
Value$5.9M (-$605.4K)
Filed 2026-10-30
Demars Financial Group, LLC
INCREASED
Shares77,102 from 73,730
Change+3,372 (+5%)
Value$5.2M (+$126.0K)
Filed 2026-10-22
Vontobel Holding Ltd.
DECREASED
Shares73,882 from 77,959
Change-4,077 (-5%)
Value$5.0M (-$381.2K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares73,788 from 70,588
Change+3,200 (+5%)
Value$5.0M (+$118.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares71,630 from 68,360
Change+3,270 (+5%)
Value$4.8K (-$4.7M)
Filed 2026-11-02
Eagle Strategies LLC
INCREASED
Shares66,506 from 58,764
Change+7,742 (+13%)
Value$4.5M (+$440.6K)
Filed 2026-10-16
Climber Capital SA
UNCHANGED
Shares61,979 from 61,979
Change0 (0%)
Value$3.3M (-$247.1K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares61,186 from 70,803
Change-9,617 (-14%)
Value$4.1M (-$744.3K)
Filed 2026-10-14
Washington Growth Strategies LLC
INCREASED
Shares60,837 from 59,171
Change+1,666 (+3%)
Value$4.1M (+$31.1K)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares60,678 from 58,781
Change+1,897 (+3%)
Value$4.1M (+$47.2K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares56,784 from 56,784
Change0 (0%)
Value$3.9M ($0)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares56,430 from 43,002
Change+13,428 (+31%)
Value$3.8M (+$844.9K)
Filed 2026-10-28
Karnit Road Accident Victims Compensation Fund
INCREASED
Shares49,841 from 44,561
Change+5,280 (+12%)
Value$3.4M (+$294.3K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares42,638 from 41,658
Change+980 (+2%)
Value$2.9M (+$8.9K)
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares38,664 from 40,028
Change-1,364 (-3%)
Value$2.6M (-$146.6K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares36,133 from 35,808
Change+325 (+1%)
Value$2.4M (-$27.1K)
Filed 2026-10-26
Stablepoint Partners, LLC
INCREASED
Shares35,243 from 29,436
Change+5,807 (+20%)
Value$2.4M (+$350.5K)
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares33,700 from 33,700
Change0 (0%)
Value$2.3M (-$46.2K)
Filed 2026-11-06
LFA - Lugano Financial Advisors SA
DECREASED
Shares33,637 from 40,634
Change-6,997 (-17%)
Value$2.3M (-$525.5K)
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares31,959 from 31,307
Change+652 (+2%)
Value$2.1M (+$4.4K)
Filed 2026-10-28
Barclays PLC
DECREASED
Shares29,170 from 50,490
Change-21,320 (-42%)
Value$2.0M (-$1.5M)
Filed 2026-11-06
Colton Groome Financial Advisors, LLC
DECREASED
Shares27,916 from 46,027
Change-18,111 (-39%)
Value$1.9M (-$1.3M)
Filed 2026-10-06
Cordoba Advisory Partners LLC
INCREASED
Shares25,492 from 20,891
Change+4,601 (+22%)
Value$1.7M (+$281.1K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares25,058 from 25,384
Change-326 (-1%)
Value$1.6M (-$85.1K)
Filed 2026-10-13
Quartz Partners, LLC
DECREASED
Shares24,203 from 24,263
Change-60 (0%)
Value$1.6M (-$37.3K)
Filed 2026-11-03
71 West Capital Partners
UNCHANGED
Shares23,273 from 23,273
Change0 (0%)
Value$1.6M (-$31.9K)
Filed 2026-11-04
Imc-Chicago, LLC
DECREASED
Shares23,075 from 37,766
Change-14,691 (-39%)
Value$1.6M (-$1.0M)
Filed 2026-11-05
Prospera Financial Services Inc
NEW
Shares22,454
Change+22,454
Value$1.5M
Filed 2026-11-04
True Private Wealth Advisors
INCREASED
Shares22,187 from 20,514
Change+1,673 (+8%)
Value$1.5M (+$84.5K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED
Shares21,298 from 35,353
Change-14,055 (-40%)
Value$1.4M (-$994.5K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares20,964 from 21,995
Change-1,031 (-5%)
Value$1.4M (-$99.6K)
Filed 2026-11-05
Del-Sette Capital Management, LLC
DECREASED
Shares20,954 from 21,430
Change-476 (-2%)
Value$1.4M (-$61.4K)
Filed 2026-10-23
Level Four Advisory Services, LLC
DECREASED
Shares19,818 from 45,759
Change-25,941 (-57%)
Value$1.3M (-$1.8M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares18,700 from 18,700
Change0 (0%)
Value$1.3M (-$25.6K)
Filed 2026-10-29
Claro Advisors Inc.
INCREASED
Shares17,636 from 16,494
Change+1,142 (+7%)
Value$1.2M (+$54.2K)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares17,229 from 21,269
Change-4,040 (-19%)
Value$1.2M (-$301.1K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares17,017 from 13,581
Change+3,436 (+25%)
Value$1.1M (+$212.7K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares16,876 from 17,445
Change-569 (-3%)
Value$1.1M (-$62.2K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED
Shares16,804 from 16,867
Change-63 (0%)
Value$1.1M (-$27.3K)
Filed 2026-10-08
Creative Planning
INCREASED
Shares15,395 from 9,136
Change+6,259 (+69%)
Value$1.0M (+$408.8K)
Filed 2026-11-02
Upper Left Wealth Management, LLC
DECREASED
Shares14,309 from 49,665
Change-35,356 (-71%)
Value$963.1K (-$2.4M)
Filed 2026-10-14
Gradient Capital Advisors, LLC
DECREASED
Shares14,265 from 15,216
Change-951 (-6%)
Value$960.2K (-$84.9K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares14,195 from 13,500
Change+695 (+5%)
Value$955.5K (+$28.3K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares13,635 from 14,200
Change-565 (-4%)
Value$917.8K (-$57.5K)
Filed 2026-10-22
Milestone Asset Management Group, LLC
INCREASED
Shares12,787 from 12,768
Change+19 (+0%)
Value$860.7K (-$16.3K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares12,746 from 12,634
Change+112 (+1%)
Value$842.2K (-$15.6K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED
Shares12,613 from 15,813
Change-3,200 (-20%)
Value$849.0K (-$237.1K)
Filed 2026-11-02
Fortress Financial Solutions, LLC
NEW
Shares12,284
Change+12,284
Value$826.8K
Filed 2026-10-14
Summit Securities Group LLC
DECREASED
Shares11,800 from 60,600
Change-48,800 (-81%)
Value$794.3K (-$3.4M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares11,457 from 11,320
Change+137 (+1%)
Value$771.2K (-$6.3K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares11,105 from 9,981
Change+1,124 (+11%)
Value$747.5K (+$62.0K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares11,013 from 12,515
Change-1,502 (-12%)
Value$741.3K (-$118.2K)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares10,200 from 13,800
Change-3,600 (-26%)
Value$686.6K (-$261.2K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares9,732 from 9,830
Change-98 (-1%)
Value$623.4K (-$43.8K)
Filed 2026-10-16
Griffin Asset Management, Inc.
INCREASED
Shares9,495 from 9,372
Change+123 (+1%)
Value$639.1K (-$4.6K)
Filed 2026-10-22
Fulton Bank, N.A.
DECREASED
Shares9,289 from 9,376
Change-87 (-1%)
Value$625.2K (-$18.7K)
Filed 2026-10-14
SVB Wealth LLC
UNCHANGED
Shares9,042 from 9,042
Change0 (0%)
Value$608.6K (-$12.4K)
Filed 2026-11-06
Creekside Partners
DECREASED
Shares8,832 from 8,947
Change-115 (-1%)
Value$594.5K (-$20.0K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares8,647 from 8,672
Change-25 (0%)
Value$582.0K (-$13.6K)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares8,521 from 4,054
Change+4,467 (+110%)
Value$598.6K (+$320.6K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
DECREASED
Shares8,314 from 8,814
Change-500 (-6%)
Value$559.6K (-$45.7K)
Filed 2026-11-03
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$538 (-$548.5K)
Filed 2026-11-03
Shrier Wealth Management, LLC
DECREASED
Shares7,841 from 8,071
Change-230 (-3%)
Value$527.8K (-$26.5K)
Filed 2026-10-20
South Shore Capital Advisors
DECREASED
Shares7,297 from 10,755
Change-3,458 (-32%)
Value$491.2K (-$247.5K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
UNCHANGED
Shares6,951 from 6,951
Change0 (0%)
Value$467.9K (-$9.5K)
Filed 2026-11-03
Lynx Investment Advisory
INCREASED
Shares6,841 from 6,831
Change+10 (+0%)
Value$460.4K (-$8.7K)
Filed 2026-10-27
Americana Partners, LLC
UNCHANGED
Shares6,429 from 6,429
Change0 (0%)
Value$432.7K (-$8.8K)
Filed 2026-10-28
Bright Futures Wealth Management, Llc.
DECREASED
Shares5,998 from 6,719
Change-721 (-11%)
Value$403.7K (-$57.7K)
Filed 2026-10-23
Retirement Planning Group, LLC
UNCHANGED
Shares5,825 from 5,825
Change0 (0%)
Value$392.1K (-$8.0K)
Filed 2026-10-19
Fifth Third Securities, Inc.
DECREASED
Shares5,800 from 6,331
Change-531 (-8%)
Value$390.4K (-$44.4K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares5,766 from 5,904
Change-138 (-2%)
Value$388.1K (-$17.3K)
Filed 2026-11-04
Edge Wealth Management LLC
UNCHANGED
Shares5,649 from 5,649
Change0 (0%)
Value$380.3K (-$7.7K)
Filed 2026-10-13
Pictet North America Advisors SA
UNCHANGED
Shares5,520 from 5,520
Change0 (0%)
Value$371.6K (-$7.6K)
Filed 2026-10-21
KG Capital Management
DECREASED
Shares5,305 from 7,541
Change-2,236 (-30%)
Value$357.1K (-$160.8K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares5,139 from 5,139
Change0 (0%)
Value$342 (-$237.8K)
Filed 2026-11-04
Arlington Trust Co LLC
UNCHANGED
Shares5,129 from 5,129
Change0 (0%)
Value$345.2K (-$7.0K)
Filed 2026-10-20
Cypress Wealth Services, LLC
UNCHANGED
Shares5,119 from 5,119
Change0 (0%)
Value$341.9K (-$9.7K)
Filed 2026-10-21
Directional Asset Management
INCREASED
Shares5,031 from 5,027
Change+4 (+0%)
Value$338.6K (-$6.6K)
Filed 2026-10-22
MRA Advisory Group
DECREASED
Shares4,882 from 5,182
Change-300 (-6%)
Value$328.6K (-$27.3K)
Filed 2026-10-07
Revolve Wealth Partners, LLC
DECREASED
Shares4,802 from 5,851
Change-1,049 (-18%)
Value$323.2K (-$78.6K)
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares4,579 from 4,727
Change-148 (-3%)
Value$308.2K (-$16.4K)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares4,552 from 4,546
Change+6 (+0%)
Value$306.4K (-$5.8K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares4,472 from 6,110
Change-1,638 (-27%)
Value$301.0K (-$118.6K)
Filed 2026-11-05
Tandem Capital Management Corp
UNCHANGED
Shares4,465 from 4,465
Change0 (0%)
Value$300.5K (-$6.1K)
Filed 2026-10-22
Trilogy Capital Inc.
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$294.5K (-$6.0K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,037 from 4,037
Change0 (0%)
Value$271.7K (-$5.5K)
Filed 2026-10-23
Chapin Davis, Inc.
DECREASED
Shares3,750 from 3,790
Change-40 (-1%)
Value$252.4K (-$7.9K)
Filed 2026-10-09
Ameliora Wealth Management Ltd.
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$251.1K (-$5.1K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares3,662 from 3,937
Change-275 (-7%)
Value$246.5K (-$23.9K)
Filed 2026-10-27
Searle & Co.
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$242.3K (-$4.9K)
Filed 2026-11-04
Waterfront Wealth Inc.
UNCHANGED
Shares3,581 from 3,581
Change0 (0%)
Value$234.9K (-$8.8K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares3,560 from 3,478
Change+82 (+2%)
Value$239.6K (+$770)
Filed 2026-10-14
IPG Investment Advisors LLC
INCREASED
Shares3,478 from 3,449
Change+29 (+1%)
Value$234.1K (-$2.8K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares3,460 from 3,363
Change+97 (+3%)
Value$232.9K (+$1.9K)
Filed 2026-10-28
Sincerus Advisory, LLC
INCREASED
Shares3,407 from 3,402
Change+5 (+0%)
Value$229.3K (-$4.3K)
Filed 2026-10-09
Fairscale Capital, LLC
UNCHANGED
Shares3,369 from 3,369
Change0 (0%)
Value$219.1K (-$12.3K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,308 from 3,246
Change+62 (+2%)
Value$222.7K (-$237)
Filed 2026-10-26
Jefferies Financial Group Inc.
DECREASED
Shares3,125 from 3,853
Change-728 (-19%)
Value$210.3K (-$54.3K)
Filed 2026-11-05
CFM Wealth Partners LLC
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$209.5K (-$4.3K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares3,083 from 3,502
Change-419 (-12%)
Value$207.5K (-$33.0K)
Filed 2026-10-15
Macroview Investment Management LLC
INCREASED
Shares3,080 from 2,925
Change+155 (+5%)
Value$207.3K (+$6.4K)
Filed 2026-10-26
Flagstar Securities, Inc
INCREASED
Shares3,064 from 2,943
Change+121 (+4%)
Value$206.3K (+$4.1K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$206.1K (-$4.2K)
Filed 2026-10-21
Vaquero Private Wealth, LTD
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$202.6K (-$4.1K)
Filed 2026-10-27
Treasure Coast Financial Planning
UNCHANGED
Shares3,007 from 3,007
Change0 (0%)
Value$202.4K (-$4.1K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares2,993 from 2,988
Change+5 (+0%)
Value$201.5K (-$3.8K)
Filed 2026-10-14
Parallel Advisors, LLC
UNCHANGED
Shares2,798 from 2,798
Change0 (0%)
Value$188.3K (-$3.8K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
INCREASED
Shares2,550 from 2,375
Change+175 (+7%)
Value$172 (+$9)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares2,044 from 2,527
Change-483 (-19%)
Value$137.6K (-$36.0K)
Filed 2026-11-02
Centerpoint Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$135 (-$136.9K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$108.0K ($0)
Filed 2026-11-06
Y.D. More Investments Ltd
INCREASED
Shares1,455 from 940
Change+515 (+55%)
Value$97.9K (+$33.4K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares1,418 from 1,323
Change+95 (+7%)
Value$95.4K (+$4.6K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$92.9K (-$1.9K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares860 from 1,161
Change-301 (-26%)
Value$57.9K (-$21.9K)
Filed 2026-10-08
CoreCap Advisors, LLC
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$56.8K (-$1.2K)
Filed 2026-10-08
Hyposwiss Advisors SA
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$39.7K (-$808)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares576 from 976
Change-400 (-41%)
Value$38.8K (-$28.3K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares564
Change+564
Value$38.0K
Filed 2026-10-30
James T. Borello RIA
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$36.7K (-$747)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares457 from 456
Change+1 (+0%)
Value$30.8K (-$575)
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$30.6K (-$622)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$30.5K (-$621)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares428 from 426
Change+2 (+0%)
Value$28.8K (-$449)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares422 from 284
Change+138 (+49%)
Value$28.4K (+$8.9K)
Filed 2026-10-30
AlphaCore Capital LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$28.1K (-$570)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares410 from 421
Change-11 (-3%)
Value$27.6K (-$1.3K)
Filed 2026-10-30
Collier Financial
NEW
Shares373
Change+373
Value$25.1K
Filed 2026-11-06
Eastern Bank
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$23.6K (-$479)
Filed 2026-10-05
Signaturefd, LLC
INCREASED
Shares267 from 264
Change+3 (+1%)
Value$18.0K (-$155)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares263
Change+263
Value$17.7K
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
NEW
Shares260
Change+260
Value$17.5K
Filed 2026-11-05
United Financial Planning Group LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$17.0K (-$347)
Filed 2026-11-04
Hager Investment Management Services, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$16.0K (-$326)
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$15.7K (-$432)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED
Shares179 from 178
Change+1 (+1%)
Value$12.1K (-$225)
Filed 2026-10-30
Activest Wealth Management
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$11.1K (-$208)
Filed 2026-10-15
Bfsg, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$10.9K (-$222)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$10.4K (-$212)
Filed 2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$8.3K (-$169)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.7K (-$157)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$6.5K (-$133)
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares77
Change+77
Value$5
Filed 2026-10-02
Salomon & Ludwin, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.7K (-$15)
Filed 2026-10-29
Central Pacific Bank - Trust Division
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.2K (-$24)
Filed 2026-10-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$741 (-$15)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$538 (-$11)
Filed 2026-10-08
Quattro Financial Advisors LLC
CLOSED
Shares0 from 45,517
Change-45,517 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-15
Canoe Financial LP
CLOSED
Shares0 from 20,800
Change-20,800 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Retirement Guys Formula LLC
CLOSED
Shares0 from 19,797
Change-19,797 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-26
BigSur Wealth Management LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$274.7K)
Filed 2026-10-13
BCS Wealth Management
CLOSED
Shares0 from 2,951
Change-2,951 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-03
SoundView Advisors Inc.
CLOSED
Shares0 from 2,949
Change-2,949 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-04
Bank of New Hampshire
CLOSED
Shares0 from 1,122
Change-1,122 (-100%)
Value$0 (-$77.1K)
Filed 2026-10-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 788
Change-788 (-100%)
Value$0 (-$54.1K)
Filed 2026-10-14
Founders Capital Management
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$45.7K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$22.3K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-15
Private Wealth Management Group, LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-19
Cullen T Bankers, Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-28
Country Trust Bank
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-30
Brooklyn FI, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-05
GoalVest Advisory LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-02
1607 Capital Partners, LLC
N/A
Shares— from 3,686,056
Change-3,686,056 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,682,990
Change-3,682,990 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,804,934
Change-2,804,934 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,927,969
Change-1,927,969 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,742,954
Change-1,742,954 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,605,829
Change-1,605,829 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,605,706
Change-1,605,706 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 892,467
Change-892,467 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 712,517
Change-712,517 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 612,682
Change-612,682 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 579,035
Change-579,035 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 558,700
Change-558,700 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 505,184
Change-505,184 (-100%)
Value—
Prudential PLC
N/A
Shares— from 376,882
Change-376,882 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 372,368
Change-372,368 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 370,471
Change-370,471 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 328,003
Change-328,003 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 291,528
Change-291,528 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 260,777
Change-260,777 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 251,454
Change-251,454 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 242,100
Change-242,100 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 236,179
Change-236,179 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 225,974
Change-225,974 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 220,720
Change-220,720 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 203,360
Change-203,360 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 183,147
Change-183,147 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 175,835
Change-175,835 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 172,036
Change-172,036 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 170,812
Change-170,812 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 139,494
Change-139,494 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 131,129
Change-131,129 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 129,795
Change-129,795 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 129,014
Change-129,014 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 125,622
Change-125,622 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 120,719
Change-120,719 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 116,642
Change-116,642 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 105,323
Change-105,323 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 104,036
Change-104,036 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 101,300
Change-101,300 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 98,908
Change-98,908 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 95,594
Change-95,594 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 77,197
Change-77,197 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 66,765
Change-66,765 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 66,461
Change-66,461 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 65,789
Change-65,789 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 63,400
Change-63,400 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 62,159
Change-62,159 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 58,484
Change-58,484 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 56,165
Change-56,165 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 54,986
Change-54,986 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 50,596
Change-50,596 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 48,364
Change-48,364 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 41,844
Change-41,844 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 41,144
Change-41,144 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 40,396
Change-40,396 (-100%)
Value—
State Street Corp
N/A
Shares— from 39,968
Change-39,968 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 37,894
Change-37,894 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 37,751
Change-37,751 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 36,290
Change-36,290 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 33,242
Change-33,242 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 31,800
Change-31,800 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 31,703
Change-31,703 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 30,293
Change-30,293 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 30,225
Change-30,225 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 29,700
Change-29,700 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 29,401
Change-29,401 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 29,309
Change-29,309 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 29,225
Change-29,225 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 28,968
Change-28,968 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 27,962
Change-27,962 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 27,093
Change-27,093 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 26,594
Change-26,594 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 24,915
Change-24,915 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 24,386
Change-24,386 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 23,420
Change-23,420 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 23,065
Change-23,065 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 22,100
Change-22,100 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 19,310
Change-19,310 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,242
Change-19,242 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,653
Change-18,653 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 17,984
Change-17,984 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 17,160
Change-17,160 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 17,005
Change-17,005 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 16,352
Change-16,352 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 15,950
Change-15,950 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 15,669
Change-15,669 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 14,739
Change-14,739 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 14,276
Change-14,276 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,736
Change-13,736 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,035
Change-13,035 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
&partners
N/A
Shares— from 11,377
Change-11,377 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,020
Change-11,020 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 10,982
Change-10,982 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 10,372
Change-10,372 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 10,120
Change-10,120 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,160
Change-9,160 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,142
Change-9,142 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 8,901
Change-8,901 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,386
Change-8,386 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,788
Change-7,788 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 881
Change-881 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 713
Change-713 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 500
Change-500 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 493
Change-493 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 395
Change-395 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 323
Change-323 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 270
Change-270 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 227
Change-227 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 97
Change-97 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 20
Change-20 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20
Change-20 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,202,0531,064,472+137,581+13%$73.1M$80.9M+$7.8M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED1,101,3771,080,850+20,527+2%$74.2M$74.1M-$99.1K2026-11-04
Southern Farm Bureau Life Insurance
UNCHANGED802,765802,76500%$55.2M$54.3K-$55.1M2026-10-15
Citigroup Inc
INCREASED510,313219,947+290,366+132%$15.1M$34.3M+$19.2M2026-11-04
Fisher Asset Management, LLC
DECREASED287,804297,655-9,851-3%$20.4M$19.4M-$1.1M2026-11-06
Matauro, LLC
DECREASED276,313313,480-37,167-12%$21.5M$18.6M-$2.9M2026-11-03
Courier Capital LLC
INCREASED246,055246,024+31+0%$16.9M$16.6M-$335.0K2026-10-19
Commonwealth Equity Services, LLC
INCREASED246,048234,474+11,574+5%$16.1M$16.6M+$457.8K2026-11-02
Financial Management Professionals, Inc.
INCREASED163,622211+163,411+77446%$14.5K$11.0M+$11.0M2026-10-23
GFS Advisors, LLC
INCREASED161,439141,277+20,162+14%$1.5M$10.9M+$9.4M2026-11-03
Koshinski Asset Management, Inc.
INCREASED143,650138,655+4,995+4%$9.5M$9.7M+$146.2K2026-10-29
Financial Enhancement Group LLC
INCREASED132,978129,738+3,240+3%$8.9M$8.7M-$160.4K2026-10-08
NTV Asset Management LLC
INCREASED132,556125,496+7,060+6%$8.6M$8.9M+$303.3K2026-10-23
Harel Insurance Investments & Financial Services Ltd.
DECREASED120,272120,963-691-1%$8.3M$8.1K-$8.3M2026-11-02
Lynx Capital Group LTD
INCREASED114,556114,439+117+0%$7.9M$7.7M-$148.9K2026-11-04
Arch Global Advisors, LLC
INCREASED93,53588,980+4,555+5%$6.1M$6.3M+$184.7K2026-10-23
3Edge Asset Management, LP
DECREASED88,01395,073-7,060-7%$6.5M$5.9M-$605.4K2026-10-30
Demars Financial Group, LLC
INCREASED77,10273,730+3,372+5%$5.1M$5.2M+$126.0K2026-10-22
Vontobel Holding Ltd.
DECREASED73,88277,959-4,077-5%$5.4M$5.0M-$381.2K2026-10-16
Kestra Advisory Services, LLC
INCREASED73,78870,588+3,200+5%$4.8M$5.0M+$118.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED71,63068,360+3,270+5%$4.7M$4.8K-$4.7M2026-11-02
Eagle Strategies LLC
INCREASED66,50658,764+7,742+13%$4.0M$4.5M+$440.6K2026-10-16
Climber Capital SA
UNCHANGED61,97961,97900%$3.6M$3.3M-$247.1K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED61,18670,803-9,617-14%$4.9M$4.1M-$744.3K2026-10-14
Washington Growth Strategies LLC
INCREASED60,83759,171+1,666+3%$4.1M$4.1M+$31.1K2026-10-19
Meridian Wealth Management, LLC
INCREASED60,67858,781+1,897+3%$4.0M$4.1M+$47.2K2026-11-05
PKS Advisory Services, LLC
UNCHANGED56,78456,78400%$3.9M$3.9M$02026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED56,43043,002+13,428+31%$3.0M$3.8M+$844.9K2026-10-28
Karnit Road Accident Victims Compensation Fund
INCREASED49,84144,561+5,280+12%$3.1M$3.4M+$294.3K2026-11-04
Ritholtz Wealth Management
INCREASED42,63841,658+980+2%$2.9M$2.9M+$8.9K2026-11-05
Concord Wealth Partners
DECREASED38,66440,028-1,364-3%$2.7M$2.6M-$146.6K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED36,13335,808+325+1%$2.5M$2.4M-$27.1K2026-10-26
Stablepoint Partners, LLC
INCREASED35,24329,436+5,807+20%$2.0M$2.4M+$350.5K2026-11-03
Clearstead Advisors, LLC
UNCHANGED33,70033,70000%$2.3M$2.3M-$46.2K2026-11-06
LFA - Lugano Financial Advisors SA
DECREASED33,63740,634-6,997-17%$2.8M$2.3M-$525.5K2026-11-03
Global Assets Advisory, LLC
INCREASED31,95931,307+652+2%$2.1M$2.1M+$4.4K2026-10-28
Barclays PLC
DECREASED29,17050,490-21,320-42%$3.5M$2.0M-$1.5M2026-11-06
Colton Groome Financial Advisors, LLC
DECREASED27,91646,027-18,111-39%$3.2M$1.9M-$1.3M2026-10-06
Cordoba Advisory Partners LLC
INCREASED25,49220,891+4,601+22%$1.4M$1.7M+$281.1K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED25,05825,384-326-1%$1.7M$1.6M-$85.1K2026-10-13
Quartz Partners, LLC
DECREASED24,20324,263-600%$1.7M$1.6M-$37.3K2026-11-03
71 West Capital Partners
UNCHANGED23,27323,27300%$1.6M$1.6M-$31.9K2026-11-04
Imc-Chicago, LLC
DECREASED23,07537,766-14,691-39%$2.6M$1.6M-$1.0M2026-11-05
Prospera Financial Services Inc
NEW22,454—+22,454——$1.5M—2026-11-04
True Private Wealth Advisors
INCREASED22,18720,514+1,673+8%$1.4M$1.5M+$84.5K2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED21,29835,353-14,055-40%$2.4M$1.4M-$994.5K2026-11-02
WBH Advisory Inc
DECREASED20,96421,995-1,031-5%$1.5M$1.4M-$99.6K2026-11-05
Del-Sette Capital Management, LLC
DECREASED20,95421,430-476-2%$1.5M$1.4M-$61.4K2026-10-23
Level Four Advisory Services, LLC
DECREASED19,81845,759-25,941-57%$3.1M$1.3M-$1.8M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED18,70018,70000%$1.3M$1.3M-$25.6K2026-10-29
Claro Advisors Inc.
INCREASED17,63616,494+1,142+7%$1.1M$1.2M+$54.2K2026-11-02
Simplex Trading, LLC
DECREASED17,22921,269-4,040-19%$1.5M$1.2M-$301.1K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED17,01713,581+3,436+25%$932.8K$1.1M+$212.7K2026-11-06
Truist Financial Corp
DECREASED16,87617,445-569-3%$1.2M$1.1M-$62.2K2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED16,80416,867-630%$1.2M$1.1M-$27.3K2026-10-08
Creative Planning
INCREASED15,3959,136+6,259+69%$627.4K$1.0M+$408.8K2026-11-02
Upper Left Wealth Management, LLC
DECREASED14,30949,665-35,356-71%$3.4M$963.1K-$2.4M2026-10-14
Gradient Capital Advisors, LLC
DECREASED14,26515,216-951-6%$1.0M$960.2K-$84.9K2026-10-21
Apollon Wealth Management, LLC
INCREASED14,19513,500+695+5%$927.2K$955.5K+$28.3K2026-10-23
Brookstone Capital Management
DECREASED13,63514,200-565-4%$975.3K$917.8K-$57.5K2026-10-22
Milestone Asset Management Group, LLC
INCREASED12,78712,768+19+0%$876.9K$860.7K-$16.3K2026-10-20
International Assets Investment Management, LLC
INCREASED12,74612,634+112+1%$857.8K$842.2K-$15.6K2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED12,61315,813-3,200-20%$1.1M$849.0K-$237.1K2026-11-02
Fortress Financial Solutions, LLC
NEW12,284—+12,284——$826.8K—2026-10-14
Summit Securities Group LLC
DECREASED11,80060,600-48,800-81%$4.2M$794.3K-$3.4M2026-11-05
Merit Financial Group, LLC
INCREASED11,45711,320+137+1%$777.5K$771.2K-$6.3K2026-11-06
Fifth Third Bancorp
INCREASED11,1059,981+1,124+11%$685.5K$747.5K+$62.0K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED11,01312,515-1,502-12%$859.5K$741.3K-$118.2K2026-10-23
Mirae Asset Global Investments Co., Ltd.
DECREASED10,20013,800-3,600-26%$947.8K$686.6K-$261.2K2026-11-03
TD Waterhouse Canada Inc.
DECREASED9,7329,830-98-1%$667.3K$623.4K-$43.8K2026-10-16
Griffin Asset Management, Inc.
INCREASED9,4959,372+123+1%$643.7K$639.1K-$4.6K2026-10-22
Fulton Bank, N.A.
DECREASED9,2899,376-87-1%$643.9K$625.2K-$18.7K2026-10-14
SVB Wealth LLC
UNCHANGED9,0429,04200%$621.0K$608.6K-$12.4K2026-11-06
Creekside Partners
DECREASED8,8328,947-115-1%$614.5K$594.5K-$20.0K2026-11-04
Axxcess Wealth Management, LLC
DECREASED8,6478,672-250%$595.6K$582.0K-$13.6K2026-10-21
StoneX Group Inc.
INCREASED8,5214,054+4,467+110%$278.0K$598.6K+$320.6K2026-11-03
Flagship Wealth Advisors, LLC
DECREASED8,3148,814-500-6%$605.3K$559.6K-$45.7K2026-11-03
Lazard Freres Gestion S.A.S.
UNCHANGED8,0008,00000%$549.0K$538-$548.5K2026-11-03
Shrier Wealth Management, LLC
DECREASED7,8418,071-230-3%$554.3K$527.8K-$26.5K2026-10-20
South Shore Capital Advisors
DECREASED7,29710,755-3,458-32%$738.7K$491.2K-$247.5K2026-10-20
Avantax Planning Partners, Inc.
UNCHANGED6,9516,95100%$477.4K$467.9K-$9.5K2026-11-03
Lynx Investment Advisory
INCREASED6,8416,831+10+0%$469.2K$460.4K-$8.7K2026-10-27
Americana Partners, LLC
UNCHANGED6,4296,42900%$441.5K$432.7K-$8.8K2026-10-28
Bright Futures Wealth Management, Llc.
DECREASED5,9986,719-721-11%$461.5K$403.7K-$57.7K2026-10-23
Retirement Planning Group, LLC
UNCHANGED5,8255,82500%$400.1K$392.1K-$8.0K2026-10-19
Fifth Third Securities, Inc.
DECREASED5,8006,331-531-8%$434.8K$390.4K-$44.4K2026-10-21
Visionary Wealth Advisors
DECREASED5,7665,904-138-2%$405.5K$388.1K-$17.3K2026-11-04
Edge Wealth Management LLC
UNCHANGED5,6495,64900%$388.0K$380.3K-$7.7K2026-10-13
Pictet North America Advisors SA
UNCHANGED5,5205,52000%$379.1K$371.6K-$7.6K2026-10-21
KG Capital Management
DECREASED5,3057,541-2,236-30%$517.9K$357.1K-$160.8K2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED5,1395,13900%$238.1K$342-$237.8K2026-11-04
Arlington Trust Co LLC
UNCHANGED5,1295,12900%$352.3K$345.2K-$7.0K2026-10-20
Cypress Wealth Services, LLC
UNCHANGED5,1195,11900%$351.5K$341.9K-$9.7K2026-10-21
Directional Asset Management
INCREASED5,0315,027+4+0%$345.2K$338.6K-$6.6K2026-10-22
MRA Advisory Group
DECREASED4,8825,182-300-6%$355.9K$328.6K-$27.3K2026-10-07
Revolve Wealth Partners, LLC
DECREASED4,8025,851-1,049-18%$401.8K$323.2K-$78.6K2026-10-23
Nfsg Corp
DECREASED4,5794,727-148-3%$324.7K$308.2K-$16.4K2026-10-15
Joel Isaacson & Co., LLC
INCREASED4,5524,546+6+0%$312.2K$306.4K-$5.8K2026-11-05
US Bancorp \de\
DECREASED4,4726,110-1,638-27%$419.6K$301.0K-$118.6K2026-11-05
Tandem Capital Management Corp
UNCHANGED4,4654,46500%$306.7K$300.5K-$6.1K2026-10-22
Trilogy Capital Inc.
UNCHANGED4,3754,37500%$300.5K$294.5K-$6.0K2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED4,0374,03700%$277.3K$271.7K-$5.5K2026-10-23
Chapin Davis, Inc.
DECREASED3,7503,790-40-1%$260.3K$252.4K-$7.9K2026-10-09
Ameliora Wealth Management Ltd.
UNCHANGED3,7303,73000%$256.2K$251.1K-$5.1K2026-10-23
VestGen Advisors, LLC
DECREASED3,6623,937-275-7%$270.4K$246.5K-$23.9K2026-10-27
Searle & Co.
UNCHANGED3,6003,60000%$247.2K$242.3K-$4.9K2026-11-04
Waterfront Wealth Inc.
UNCHANGED3,5813,58100%$243.8K$234.9K-$8.8K2026-11-03
Davenport & Co LLC
INCREASED3,5603,478+82+2%$238.8K$239.6K+$7702026-10-14
IPG Investment Advisors LLC
INCREASED3,4783,449+29+1%$236.9K$234.1K-$2.8K2026-10-30
MGO One Seven LLC
INCREASED3,4603,363+97+3%$230.9K$232.9K+$1.9K2026-10-28
Sincerus Advisory, LLC
INCREASED3,4073,402+5+0%$233.7K$229.3K-$4.3K2026-10-09
Fairscale Capital, LLC
UNCHANGED3,3693,36900%$231.4K$219.1K-$12.3K2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED3,3083,246+62+2%$222.9K$222.7K-$2372026-10-26
Jefferies Financial Group Inc.
DECREASED3,1253,853-728-19%$264.6K$210.3K-$54.3K2026-11-05
CFM Wealth Partners LLC
UNCHANGED3,1123,11200%$213.7K$209.5K-$4.3K2026-11-05
RIA Advisory Group LLC
DECREASED3,0833,502-419-12%$240.5K$207.5K-$33.0K2026-10-15
Macroview Investment Management LLC
INCREASED3,0802,925+155+5%$200.9K$207.3K+$6.4K2026-10-26
Flagstar Securities, Inc
INCREASED3,0642,943+121+4%$202.1K$206.3K+$4.1K2026-10-15
Wealthcare Advisory Partners LLC
UNCHANGED3,0623,06200%$210.3K$206.1K-$4.2K2026-10-21
Vaquero Private Wealth, LTD
UNCHANGED3,0103,01000%$206.7K$202.6K-$4.1K2026-10-27
Treasure Coast Financial Planning
UNCHANGED3,0073,00700%$206.5K$202.4K-$4.1K2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED2,9932,988+5+0%$205.2K$201.5K-$3.8K2026-10-14
Parallel Advisors, LLC
UNCHANGED2,7982,79800%$192.2K$188.3K-$3.8K2026-11-03
Capital Advisors, Ltd. LLC
INCREASED2,5502,375+175+7%$163$172+$92026-10-27
Golden State Wealth Management, LLC
DECREASED2,0442,527-483-19%$173.6K$137.6K-$36.0K2026-11-02
Centerpoint Advisors, LLC
UNCHANGED2,0002,00000%$137.0K$135-$136.9K2026-11-05
Allworth Financial LP
UNCHANGED1,5721,57200%$108.0K$108.0K$02026-11-06
Y.D. More Investments Ltd
INCREASED1,455940+515+55%$64.4K$97.9K+$33.4K2026-11-02
SBI Securities Co., Ltd.
INCREASED1,4181,323+95+7%$90.9K$95.4K+$4.6K2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED1,3801,38000%$94.8K$92.9K-$1.9K2026-10-19
Farther Finance Advisors, LLC
DECREASED8601,161-301-26%$79.7K$57.9K-$21.9K2026-10-08
CoreCap Advisors, LLC
UNCHANGED84484400%$58.0K$56.8K-$1.2K2026-10-08
Hyposwiss Advisors SA
UNCHANGED59059000%$40.5K$39.7K-$8082026-10-26
Creative Financial Designs Inc
DECREASED576976-400-41%$67.1K$38.8K-$28.3K2026-11-04
Provenance Wealth Advisors, LLC
NEW564—+564——$38.0K—2026-10-30
James T. Borello RIA
UNCHANGED54554500%$37.4K$36.7K-$7472026-10-16
Cape Investment Advisory, Inc.
INCREASED457456+1+0%$31.3K$30.8K-$5752026-10-13
Private Trust Co NA
UNCHANGED45445400%$31.2K$30.6K-$6222026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED45345300%$31.1K$30.5K-$6212026-10-07
Assetmark, Inc
INCREASED428426+2+0%$29.3K$28.8K-$4492026-10-21
Spire Wealth Management
INCREASED422284+138+49%$19.5K$28.4K+$8.9K2026-10-30
AlphaCore Capital LLC
UNCHANGED41741700%$28.7K$28.1K-$5702026-11-04
Capital Investment Advisory Services, LLC
DECREASED410421-11-3%$28.9K$27.6K-$1.3K2026-10-30
Collier Financial
NEW373—+373——$25.1K—2026-11-06
Eastern Bank
UNCHANGED35035000%$24.0K$23.6K-$4792026-10-05
Signaturefd, LLC
INCREASED267264+3+1%$18.1K$18.0K-$1552026-10-23
Root Financial Partners, LLC
NEW263—+263——$17.7K—2026-10-21
Three Bridge Wealth Advisors, LLC
NEW260—+260——$17.5K—2026-11-05
United Financial Planning Group LLC
UNCHANGED25325300%$17.4K$17.0K-$3472026-11-04
Hager Investment Management Services, LLC
UNCHANGED23823800%$16.3K$16.0K-$3262026-11-04
DecisionPoint Financial, LLC
UNCHANGED23723700%$16.1K$15.7K-$4322026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED179178+1+1%$12.3K$12.1K-$2252026-10-30
Activest Wealth Management
UNCHANGED16516500%$11.3K$11.1K-$2082026-10-15
Bfsg, LLC
UNCHANGED16216200%$11.1K$10.9K-$2222026-10-30
Triumph Capital Management
UNCHANGED15515500%$10.6K$10.4K-$2122026-10-14
PNC Financial Services Group, Inc.
UNCHANGED12312300%$8.4K$8.3K-$1692026-11-06
Larson Financial Group LLC
UNCHANGED11511500%$7.9K$7.7K-$1572026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED979700%$6.7K$6.5K-$1332026-10-21
Polaris Financial Partners
NEW77—+77——$5—2026-10-02
Salomon & Ludwin, LLC
UNCHANGED252500%$1.7K$1.7K-$152026-10-29
Central Pacific Bank - Trust Division
UNCHANGED181800%$1.2K$1.2K-$242026-10-06
Dhjj Financial Advisors, Ltd.
UNCHANGED111100%$756$741-$152026-10-23
Gamma Investing LLC
UNCHANGED8800%$549$538-$112026-10-08
Quattro Financial Advisors LLC
CLOSED045,517-45,517-100%$3.1M$0-$3.1M2026-10-15
Canoe Financial LP
CLOSED020,800-20,800-100%$1.1M$0-$1.1M2026-10-21
Retirement Guys Formula LLC
CLOSED019,797-19,797-100%$1.4M$0-$1.4M2026-10-26
BigSur Wealth Management LLC
CLOSED04,000-4,000-100%$274.7K$0-$274.7K2026-10-13
BCS Wealth Management
CLOSED02,951-2,951-100%$202.7K$0-$202.7K2026-11-03
SoundView Advisors Inc.
CLOSED02,949-2,949-100%$202.0K$0-$202.0K2026-11-04
Bank of New Hampshire
CLOSED01,122-1,122-100%$77.1K$0-$77.1K2026-10-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0788-788-100%$54.1K$0-$54.1K2026-10-14
Founders Capital Management
CLOSED0665-665-100%$45.7K$0-$45.7K2026-10-13
Halbert Hargrove Global Advisors, LLC
CLOSED0325-325-100%$22.3K$0-$22.3K2026-10-16
AdvisorNet Financial, Inc
CLOSED0170-170-100%$11.7K$0-$11.7K2026-10-15
Private Wealth Management Group, LLC
CLOSED0110-110-100%$7.6K$0-$7.6K2026-10-19
Cullen T Bankers, Inc.
CLOSED090-90-100%$6.2K$0-$6.2K2026-10-28
Country Trust Bank
CLOSED053-53-100%$3.6K$0-$3.6K2026-10-30
Brooklyn FI, LLC
CLOSED020-20-100%$1.4K$0-$1.4K2026-11-05
GoalVest Advisory LLC
CLOSED020-20-100%$1.4K$0-$1.4K2026-10-02
1607 Capital Partners, LLC
N/A—3,686,056-3,686,056-100%$253.2M———
Morgan Stanley
N/A—3,682,990-3,682,990-100%$252.9M———
Bank of America Corp
N/A—2,804,934-2,804,934-100%$192.6M———
UBS Group AG
N/A—1,927,969-1,927,969-100%$132.4M———
JPMorgan Chase & Co
N/A—1,742,954-1,742,954-100%$118.3M———
Wells Fargo & Company
N/A—1,605,829-1,605,829-100%$110.3M———
Goldman Sachs Group Inc
N/A—1,605,706-1,605,706-100%$110.3M———
Jane Street Group, LLC
N/A—892,467-892,467-100%$61.3M———
Flow Traders U.S. LLC
N/A—712,517-712,517-100%$48.9M———
Pgim Custom Harvest LLC
N/A—612,682-612,682-100%$42.1M———
Royal Bank of Canada
N/A—579,035-579,035-100%$39.8M———
TD Asset Management Inc
N/A—558,700-558,700-100%$38.4M———
Alliancebernstein L.P.
N/A—505,184-505,184-100%$31.4M———
Prudential PLC
N/A—376,882-376,882-100%$25.9M———
CIBC World Market Inc.
N/A—372,368-372,368-100%$25.6M———
Scotia Capital Inc.
N/A—370,471-370,471-100%$25.4M———
Stonebridge Financial Group, LLC
N/A—328,003-328,003-100%$22.5M———
Raymond James Financial Inc
N/A—291,528-291,528-100%$20.0M———
Ameriprise Financial Inc
N/A—260,777-260,777-100%$17.9M———
Piedmont Capital Management, LLC
N/A—251,454-251,454-100%$17.1M———
Sumitomo Life Insurance Co
N/A—242,100-242,100-100%$16.6M———
Rockefeller Capital Management L.P.
N/A—236,179-236,179-100%$16.2M———
Envestnet Asset Management Inc
N/A—225,974-225,974-100%$15.5M———
Circle Wealth Management, LLC
N/A—220,720-220,720-100%$15.2M———
Atlantic Union Bankshares Corp
N/A—203,360-203,360-100%$14.0M———
Cerity Partners LLC
N/A—183,147-183,147-100%$12.6M———
Brown Advisory Inc
N/A—175,835-175,835-100%$12.1M———
Bank of Montreal
N/A—172,036-172,036-100%$11.8M———
Robinhood Asset Management, LLC
N/A—170,812-170,812-100%$11.7M———
Private Wealth Advisors, LLC
N/A—139,494-139,494-100%$9.6M———
Gladstone Institutional Advisory LLC
N/A—131,129-131,129-100%$9.0M———
SSA Swiss Advisors AG
N/A—129,795-129,795-100%$8.9M———
Ashford Capital Management Inc
N/A—129,014-129,014-100%$8.9M———
Osaic Holdings, Inc.
N/A—125,622-125,622-100%$8.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—120,719-120,719-100%$8.3M———
HighTower Advisors, LLC
N/A—116,642-116,642-100%$8.0M———
Allie Family Office LLC
N/A—105,323-105,323-100%$7.2M———
Bank of Nova Scotia
N/A—104,036-104,036-100%$7.1M———
Northwestern Mutual Wealth Management Co
N/A—101,300-101,300-100%$7.0M———
MML Investors Services, LLC
N/A—98,908-98,908-100%$6.8M———
Cetera Investment Advisers
N/A—95,594-95,594-100%$6.6M———
Jump Financial, LLC
N/A—77,197-77,197-100%$5.3M———
Stifel Financial Corp
N/A—66,765-66,765-100%$4.6M———
Equitable Holdings, Inc.
N/A—66,461-66,461-100%$4.6M———
Private Advisor Group, LLC
N/A—65,789-65,789-100%$4.5M———
Bluefin Capital Management, LLC
N/A—63,400-63,400-100%$4.4M———
Federation des caisses Desjardins du Quebec
N/A—62,159-62,159-100%$4.3M———
Quantinno Capital Management LP
N/A—58,484-58,484-100%$4.0M———
Summit Financial, LLC
N/A—56,165-56,165-100%$3.9M———
Addison Capital Co
N/A—54,986-54,986-100%$3.8M———
AQR Capital Management LLC
N/A—50,596-50,596-100%$3.5M———
Jain Global LLC
N/A—50,000-50,000-100%$3.4M———
Granite Bay Wealth Management, LLC
N/A—48,364-48,364-100%$3.3M———
Waverly Advisors, LLC
N/A—41,844-41,844-100%$2.9M———
Janney Montgomery Scott LLC
N/A—41,144-41,144-100%$2.8M———
BNP Paribas Financial Markets
N/A—40,396-40,396-100%$2.8M———
State Street Corp
N/A—39,968-39,968-100%$2.7M———
Jones Financial Companies Lllp
N/A—37,894-37,894-100%$2.5M———
Focus Partners Wealth
N/A—37,751-37,751-100%$2.6M———
Millington Financial Advisors, LLC
N/A—36,290-36,290-100%$2.5M———
Mercer Global Advisors Inc
N/A—33,242-33,242-100%$2.3M———
Black Maple Capital Management LP
N/A—31,800-31,800-100%$2.2M———
Nicolet Bankshares Inc
N/A—31,703-31,703-100%$2.2M———
Phoenix Financial Ltd.
N/A—30,293-30,293-100%$2.1M———
Sykon Capital LLC
N/A—30,225-30,225-100%$2.1M———
SIG Brokerage, LP
N/A—29,700-29,700-100%$2.0M———
IHT Wealth Management, LLC
N/A—29,401-29,401-100%$2.0M———
Migdal Insurance & Financial Holdings Ltd.
N/A—29,309-29,309-100%$2.0M———
HSBC Holdings PLC
N/A—29,225-29,225-100%$2.0M———
Lazard Asset Management LLC
N/A—28,968-28,968-100%$2.0M———
DV Trading LLC
N/A—27,962-27,962-100%$1.9M———
Hollencrest Capital Management
N/A—27,093-27,093-100%$1.9M———
Rathbones Group PLC
N/A—26,594-26,594-100%$1.8M———
Sequoia Financial Advisors, LLC
N/A—24,915-24,915-100%$1.7M———
Cresset Asset Management, LLC
N/A—24,386-24,386-100%$1.7M———
MAI Capital Management
N/A—23,420-23,420-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—23,065-23,065-100%$1.6M———
O'Connor Alternative Investments LLC
N/A—22,100-22,100-100%$1.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—20,532-20,532-100%$1.4M———
Menora Mivtachim Holdings Ltd.
N/A—20,000-20,000-100%$1.4M———
Mainstay Capital Management LLC
N/A—19,310-19,310-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—19,242-19,242-100%$1.3M———
FMR LLC
N/A—18,653-18,653-100%$1.3M———
Mmbg Investment Advisors Co.
N/A—17,984-17,984-100%$1.2M———
Global Endowment Management, LP
N/A—17,160-17,160-100%$1.2M———
National Bank of Canada
N/A—17,005-17,005-100%$1.2M———
Wealthfront Advisers LLC
N/A—16,352-16,352-100%$1.1M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—15,950-15,950-100%$1.1M———
Banco Santander, S.A.
N/A—15,669-15,669-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—14,739-14,739-100%$1.0M———
Tudor Investment Corp ET AL
N/A—14,276-14,276-100%$980.5K———
Arax Advisory Partners
N/A—13,736-13,736-100%$943.4K———
Sanctuary Advisors, LLC
N/A—13,035-13,035-100%$895.2K———
Snowden Capital Advisors LLC
N/A—11,901-11,901-100%$817.3K———
Western Wealth Management, LLC
N/A—11,456-11,456-100%$786.8K———
&partners
N/A—11,377-11,377-100%$777.7K———
Savvy Advisors, Inc.
N/A—11,020-11,020-100%$756.9K———
Calton & Associates, Inc.
N/A—10,982-10,982-100%$754.2K———
Garrison Point Advisors, LLC
N/A—10,372-10,372-100%$712.3K———
Norris Financial Group, LLC
N/A—10,120-10,120-100%$695.0K———
Forum Finance Group S.A.
N/A—9,462-9,462-100%$525———
Ethos Financial Group, LLC
N/A—9,314-9,314-100%$631.1K———
Advisory Services Network, LLC
N/A—9,160-9,160-100%$629.1K———
Johnson Investment Counsel Inc
N/A—9,142-9,142-100%$627.9K———
BBR Partners, LLC
N/A—9,108-9,108-100%$625.5K———
Mpwm Advisory Solutions, LLC
N/A—8,901-8,901-100%$611.3K———
Marex Group Ltd
N/A—8,710-8,710-100%$598.2K———
IEQ Capital, LLC
N/A—8,386-8,386-100%$576.0K———
Two Sigma Securities, LLC
N/A—7,788-7,788-100%$534.9K———
Advisory Alpha, LLC
N/A—7,440-7,440-100%$511.0K———
Mariner, LLC
N/A—6,961-6,961-100%$478.1K———
Kingsview Wealth Management, LLC
N/A—6,896-6,896-100%$473.6K———
Bluespring Wealth Management, LLC
N/A—6,640-6,640-100%$456.0K———
Susquehanna International Group, LLP
N/A—6,626-6,626-100%$455.1K———
Squarepoint Ops LLC
N/A—6,568-6,568-100%$451.1K———
DRW Securities, LLC
N/A—6,390-6,390-100%$438.9K———
NewEdge Advisors, LLC
N/A—6,319-6,319-100%$434.0K———
Alteri Wealth LLC
N/A—6,144-6,144-100%$421.9K———
Optiver Holding B.V.
N/A—6,006-6,006-100%$412.5K———
EFG International AG
N/A—5,935-5,935-100%$407.6K———
Beacon Pointe Advisors, LLC
N/A—5,743-5,743-100%$394.4K———
Credit Industriel ET Commercial
N/A—5,480-5,480-100%$376.4K———
OneDigital Investment Advisors LLC
N/A—5,450-5,450-100%$374.3K———
Stratos Wealth Partners, Ltd.
N/A—5,344-5,344-100%$367.0K———
Belpointe Asset Management LLC
N/A—5,209-5,209-100%$357.8K———
RWA Wealth Partners, LLC
N/A—5,000-5,000-100%$343.4K———
Whittier Trust Co of Nevada Inc
N/A—4,720-4,720-100%$323.9K———
Composition Wealth, LLC
N/A—4,680-4,680-100%$321.4K———
HighPoint Advisor Group LLC
N/A—4,372-4,372-100%$300.3K———
Geneos Wealth Management Inc.
N/A—4,046-4,046-100%$277.9K———
Focus Partners Advisor Solutions, LLC
N/A—4,030-4,030-100%$276.8K———
Sierra Capital LLC
N/A—3,961-3,961-100%$272.0K———
BlackDiamond Wealth Management, LLC
N/A—3,876-3,876-100%$277.9K———
Laffer Tengler Investments, Inc.
N/A—3,800-3,800-100%$261.0K———
Strategic Financial Concepts, LLC
N/A—3,750-3,750-100%$257.6K———
Stratos Wealth Advisors, LLC
N/A—3,706-3,706-100%$254.5K———
Qube Research & Technologies Ltd
N/A—3,613-3,613-100%$248.1K———
Clal Insurance Enterprises Holdings Ltd
N/A—3,460-3,460-100%$238.0K———
Trexquant Investment LP
N/A—3,368-3,368-100%$231.3K———
Brown Brothers Harriman & Co
N/A—3,345-3,345-100%$229.7K———
Foundations Investment Advisors, LLC
N/A—3,186-3,186-100%$218.8K———
Perennial Investment Advisors, LLC
N/A—3,150-3,150-100%$216.3K———
Neuberger Berman Group LLC
N/A—2,945-2,945-100%$202.3K———
Global Retirement Partners, LLC
N/A—1,994-1,994-100%$137.0K———
Dunhill Financial, LLC
N/A—1,960-1,960-100%$134.6K———
Blair William & Co
N/A—1,956-1,956-100%$134.3K———
Wiser Advisor Group LLC
N/A—1,803-1,803-100%$123.8K———
Harbour Investments, Inc.
N/A—881-881-100%$60.5K———
Huntington National Bank
N/A—713-713-100%$49.0K———
AE Wealth Management LLC
N/A—634-634-100%$43.5K———
Aptus Capital Advisors, LLC
N/A—613-613-100%$42.1K———
Marshall Wace, LLP
N/A—500-500-100%$34.3K———
Rothschild Investment LLC
N/A—500-500-100%$34.3K———
Copia Wealth Management
N/A—493-493-100%$33.9K———
Darwin Wealth Management, LLC
N/A—429-429-100%$29.5K———
Ameriflex Group, Inc.
N/A—400-400-100%$27.5K———
Bessemer Group Inc
N/A—395-395-100%$27.0K———
Game Plan Financial Advisors, LLC
N/A—375-375-100%$22.8K———
Coppell Advisory Solutions LLC
N/A—325-325-100%$709.3K———
Vanguard Advisers Inc
N/A—323-323-100%$22.2K———
Continuum Advisory, LLC
N/A—300-300-100%$20.6K———
WealthShield Partners, LLC
N/A—300-300-100%$20.6K———
Consultiva Wealth Management, Corp.
N/A—297-297-100%$20.4K———
Ameritas Advisory Services, LLC
N/A—271-271-100%$18.6K———
Franklin Resources Inc
N/A—270-270-100%$18.5K———
TD Capital Management LLC
N/A—257-257-100%$17.6K———
Capital Analysts, LLC
N/A—234-234-100%$16.0K———
Heritage Wealth Advisors
N/A—227-227-100%$15.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—178-178-100%$12.2K———
UBS Asset Management Americas LLC
N/A—146-146-100%$10.0K———
Osbon Capital Management LLC
N/A—123-123-100%$8.4K———
BlackRock, Inc.
N/A—100-100-100%$6.9K———
Whittier Trust Co
N/A—97-97-100%$6.7K———
Hantz Financial Services, Inc.
N/A—76-76-100%$5———
Morse Asset Management, Inc
N/A—75-75-100%$5.2K———
FWL Investment Management, LLC
N/A—60-60-100%$4.1K———
Crewe Advisors LLC
N/A—32-32-100%$2.2K———
Toronto Dominion Bank
N/A—20-20-100%$1.4K———
Tower Research Capital LLC (TRC)
N/A—20-20-100%$1.4K———
Vanguard National Trust Co
N/A—13-13-100%$893———
IFG Advisory, LLC
N/A—8-8-100%$566———
Smartleaf Asset Management LLC
N/A—3-3-100%$204———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$233———
Showing 362 of 362 institutions