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Stsr SPD MSC EAF Stgfs-US in (QEFA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,272,308 from 1,302,470
Change-30,162 (-2%)
Value$124.1M (-$968.5K)
Filed 2026-11-06
Intelligence Driven Advisers, LLC
INCREASED
Shares626,581 from 618,501
Change+8,080 (+1%)
Value$61.1M (+$1.7M)
Filed 2026-10-09
SimpliFi, Inc.
DECREASED
Shares245,447 from 247,899
Change-2,452 (-1%)
Value$23.9M (+$136.4K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares242,926 from 219,118
Change+23,808 (+11%)
Value$23.7K (+$2.7K)
Filed 2026-10-02
Financial Guidance Group, Inc.
INCREASED
Shares161,064 from 151,649
Change+9,415 (+6%)
Value$15.7M (+$1.1M)
Filed 2026-10-21
Arrien Investments, Inc.
INCREASED
Shares158,676 from 149,823
Change+8,853 (+6%)
Value$15.5M (+$1.1M)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares146,568 from 143,056
Change+3,512 (+2%)
Value$14.3M (+$559.2K)
Filed 2026-10-13
KWB Wealth
DECREASED
Shares146,466 from 156,893
Change-10,427 (-7%)
Value$14.3M (-$779.2K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
DECREASED
Shares145,151 from 149,024
Change-3,873 (-3%)
Value$14.2M (-$359.9K)
Filed 2026-10-29
Financial Enhancement Group LLC
DECREASED
Shares131,957 from 134,597
Change-2,640 (-2%)
Value$12.8M (-$124.8K)
Filed 2026-10-08
Evergreen Private Wealth LLC
INCREASED
Shares111,493 from 109,830
Change+1,663 (+2%)
Value$10.9M (+$219.2K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares90,798 from 91,725
Change-927 (-1%)
Value$8.9M (+$48.6K)
Filed 2026-11-02
Eagle Strategies LLC
DECREASED
Shares85,205 from 87,503
Change-2,298 (-3%)
Value$8.3M (-$91.6K)
Filed 2026-10-16
First Hawaiian Bank
DECREASED
Shares83,714 from 136,092
Change-52,378 (-38%)
Value$8.2M (-$4.9M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares75,314 from 75,849
Change-535 (-1%)
Value$7.3M (-$45.6K)
Filed 2026-10-13
Hobart Private Capital, LLC
INCREASED
Shares53,218 from 52,770
Change+448 (+1%)
Value$5.2M (+$123.6K)
Filed 2026-10-19
RHS Financial, LLC
INCREASED
Shares48,749 from 39,767
Change+8,982 (+23%)
Value$4.8M (+$936.3K)
Filed 2026-10-13
Sage Mountain Advisors LLC
DECREASED
Shares46,663 from 50,581
Change-3,918 (-8%)
Value$4.6M (-$305.5K)
Filed 2026-11-02
Johnson & White Wealth Management, LLC
DECREASED
Shares41,324 from 41,527
Change-203 (0%)
Value$4.0M (+$43.2K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
DECREASED
Shares29,637 from 43,724
Change-14,087 (-32%)
Value$2.9M (-$1.3M)
Filed 2026-11-04
21 West Wealth Management LLC
DECREASED
Shares26,291 from 26,344
Change-53 (0%)
Value$2.6M (+$34.7K)
Filed 2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED
Shares22,611 from 22,153
Change+458 (+2%)
Value$2.2M (+$78.2K)
Filed 2026-11-04
Nvwm, LLC
INCREASED
Shares22,341 from 22,063
Change+278 (+1%)
Value$2.2M (+$60.6K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares20,051 from 20,844
Change-793 (-4%)
Value$2.0M (-$45.8K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,788 from 20,620
Change-832 (-4%)
Value$1.9K (-$2.0M)
Filed 2026-11-02
Stanich Group LLC
INCREASED
Shares19,141 from 18,953
Change+188 (+1%)
Value$1.9M (+$47.1K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares18,984 from 18,984
Change0 (0%)
Value$1.9M (+$28.8K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares17,150 from 3,182
Change+13,968 (+439%)
Value$1.7M (+$1.4M)
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares16,716 from 16,034
Change+682 (+4%)
Value$1.6M (+$90.8K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares16,462 from 15,847
Change+615 (+4%)
Value$1.6K (-$1.5M)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares16,053 from 15,002
Change+1,051 (+7%)
Value$1.6M (+$125.2K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares15,561 from 15,452
Change+109 (+1%)
Value$1.5M (+$34.0K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares14,731 from 14,581
Change+150 (+1%)
Value$1.4K (+$37)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares14,265 from 14,290
Change-25 (0%)
Value$1.4M (+$19.1K)
Filed 2026-10-08
Ethic Inc.
NEW
Shares12,543
Change+12,543
Value$1.2M
Filed 2026-11-03
DWM Financial Group, Inc.
NEW
Shares12,475
Change+12,475
Value$1.2M
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED
Shares11,826 from 11,973
Change-147 (-1%)
Value$1.2M (+$3.0K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares10,667 from 10,230
Change+437 (+4%)
Value$1.0M (+$58.2K)
Filed 2026-10-21
Convergence Financial, LLC
NEW
Shares10,132
Change+10,132
Value$988.2K
Filed 2026-10-27
Tenet Wealth Partners, LLC
UNCHANGED
Shares8,623 from 8,623
Change0 (0%)
Value$841.0K (-$1.0K)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares7,372 from 8,308
Change-936 (-11%)
Value$719.0K (-$78.7K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares7,196 from 6,519
Change+677 (+10%)
Value$701.8K (+$75.9K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares6,730 from 6,119
Change+611 (+10%)
Value$656.4K (+$68.9K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares5,769 from 5,826
Change-57 (-1%)
Value$562.7K (+$3.3K)
Filed 2026-10-23
VestGen Advisors, LLC
UNCHANGED
Shares5,580 from 5,580
Change0 (0%)
Value$544.2K (+$8.5K)
Filed 2026-10-27
Avail Investment Partners, LLC
DECREASED
Shares5,408 from 5,460
Change-52 (-1%)
Value$527.4K (+$3.2K)
Filed 2026-10-16
Investment Research Partners LLC
DECREASED
Shares5,408 from 5,460
Change-52 (-1%)
Value$527.4K (+$3.2K)
Filed 2026-10-19
Flagship Private Wealth, LLC
INCREASED
Shares4,506 from 4,365
Change+141 (+3%)
Value$439.4K (+$20.4K)
Filed 2026-11-05
MRA Advisory Group
NEW
Shares4,046
Change+4,046
Value$216.7K
Filed 2026-10-07
Private Trust Co NA
UNCHANGED
Shares3,887 from 3,887
Change0 (0%)
Value$379.1K (+$5.9K)
Filed 2026-10-20
Orgel Wealth Management, LLC
INCREASED
Shares3,839 from 3,727
Change+112 (+3%)
Value$374.4K (+$16.6K)
Filed 2026-10-14
Opulen Financial Group LLC
INCREASED
Shares3,817 from 3,792
Change+25 (+1%)
Value$372.3K (+$8.2K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares3,625 from 3,494
Change+131 (+4%)
Value$353.5K (+$18.1K)
Filed 2026-10-21
Lido Advisors, LLC
NEW
Shares3,577
Change+3,577
Value$348.9K
Filed 2026-11-04
Valmark Advisers, Inc.
UNCHANGED
Shares3,419 from 3,419
Change0 (0%)
Value$333.4K (+$5.2K)
Filed 2026-11-06
Collaborative Wealth Managment Inc.
INCREASED
Shares3,324 from 3,217
Change+107 (+3%)
Value$324.1K (+$15.3K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares3,117 from 3,117
Change0 (0%)
Value$304.0K (+$4.7K)
Filed 2026-10-23
Simplicity Wealth,LLC
UNCHANGED
Shares2,808 from 2,808
Change0 (0%)
Value$273.9K (+$4.3K)
Filed 2026-10-23
Linscomb Wealth, Inc.
UNCHANGED
Shares2,784 from 2,784
Change0 (0%)
Value$271.5K (+$4.2K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED
Shares2,765 from 4,765
Change-2,000 (-42%)
Value$269.7K (-$187.8K)
Filed 2026-11-02
Iron Financial LLC
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$233.3K (+$3.6K)
Filed 2026-10-23
Diversify Advisory Services, LLC
DECREASED
Shares2,348 from 3,140
Change-792 (-25%)
Value$232.5K (-$74.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares2,348 from 3,140
Change-792 (-25%)
Value$232.5K (-$74.1K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares2,187 from 2,156
Change+31 (+1%)
Value$213.3K (+$6.3K)
Filed 2026-10-26
Princeton Global Asset Management LLC
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$197.5K (+$3.1K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares1,250
Change+1,250
Value$121.9K
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares1,136 from 782
Change+354 (+45%)
Value$110.8K (+$35.7K)
Filed 2026-11-05
KFG LLC
NEW
Shares900
Change+900
Value$87.8K
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares886 from 914
Change-28 (-3%)
Value$86.4K (-$1.3K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$63.8K (+$991)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares598 from 597
Change+1 (+0%)
Value$58.3K (+$906)
Filed 2026-10-26
Signature Equity Partners, LLC
NEW
Shares587
Change+587
Value$57.3K
Filed 2026-10-29
CoreCap Advisors, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$48.5K (+$752)
Filed 2026-10-08
Addison Advisors LLC
DECREASED
Shares310 from 355
Change-45 (-13%)
Value$30.2K (-$3.9K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares200 from 199
Change+1 (+1%)
Value$19.5K (+$302)
Filed 2026-11-03
Blue Trust, Inc.
NEW
Shares129
Change+129
Value$12.6K
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$8.3K (+$128)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.9K (+$92)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.7K ($0)
Filed 2026-11-06
Breakwater Investment Management
NEW
Shares30
Change+30
Value$2.9K
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.8K (+$44)
Filed 2026-10-16
Eukles Asset Management
NEW
Shares25
Change+25
Value$2.4K
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$981 (+$21)
Filed 2026-10-30
Financial Management Professionals, Inc.
DECREASED
Shares1 from 26
Change-25 (-96%)
Value$67 (-$2.4K)
Filed 2026-10-23
Seed Wealth Management, Inc.
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 698
Change-698 (-100%)
Value$0 (-$67.0K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$40.9K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-28
American Capital Advisory, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$961)
Filed 2026-10-28
Morgan Stanley
N/A
Shares— from 1,064,134
Change-1,064,134 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 595,929
Change-595,929 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 466,785
Change-466,785 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 310,781
Change-310,781 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 229,378
Change-229,378 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 215,964
Change-215,964 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 154,827
Change-154,827 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 151,649
Change-151,649 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 140,309
Change-140,309 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 99,291
Change-99,291 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 95,653
Change-95,653 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 91,875
Change-91,875 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 75,374
Change-75,374 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 69,242
Change-69,242 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 60,694
Change-60,694 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 60,678
Change-60,678 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 52,639
Change-52,639 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 50,096
Change-50,096 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 46,801
Change-46,801 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 37,711
Change-37,711 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 37,365
Change-37,365 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 37,049
Change-37,049 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 35,842
Change-35,842 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 35,111
Change-35,111 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,830
Change-33,830 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 32,647
Change-32,647 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 28,534
Change-28,534 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 27,496
Change-27,496 (-100%)
Value—
Betterment LLC
N/A
Shares— from 26,315
Change-26,315 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 22,069
Change-22,069 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,458
Change-21,458 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 20,560
Change-20,560 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 15,936
Change-15,936 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,342
Change-14,342 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,964
Change-9,964 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,033
Change-6,033 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,394
Change-4,394 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 950
Change-950 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 414
Change-414 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 373
Change-373 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 336
Change-336 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 237
Change-237 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 165
Change-165 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 145
Change-145 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 113
Change-113 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 92
Change-92 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,272,3081,302,470-30,162-2%$125.1M$124.1M-$968.5K2026-11-06
Intelligence Driven Advisers, LLC
INCREASED626,581618,501+8,080+1%$59.4M$61.1M+$1.7M2026-10-09
SimpliFi, Inc.
DECREASED245,447247,899-2,452-1%$23.8M$23.9M+$136.4K2026-10-28
CX Institutional
INCREASED242,926219,118+23,808+11%$21.0K$23.7K+$2.7K2026-10-02
Financial Guidance Group, Inc.
INCREASED161,064151,649+9,415+6%$14.6M$15.7M+$1.1M2026-10-21
Arrien Investments, Inc.
INCREASED158,676149,823+8,853+6%$14.4M$15.5M+$1.1M2026-10-30
Dynamic Advisor Solutions LLC
INCREASED146,568143,056+3,512+2%$13.7M$14.3M+$559.2K2026-10-13
KWB Wealth
DECREASED146,466156,893-10,427-7%$15.1M$14.3M-$779.2K2026-10-16
ARQ Wealth Advisors, LLC
DECREASED145,151149,024-3,873-3%$14.5M$14.2M-$359.9K2026-10-29
Financial Enhancement Group LLC
DECREASED131,957134,597-2,640-2%$12.9M$12.8M-$124.8K2026-10-08
Evergreen Private Wealth LLC
INCREASED111,493109,830+1,663+2%$10.7M$10.9M+$219.2K2026-10-30
Commonwealth Equity Services, LLC
DECREASED90,79891,725-927-1%$8.8M$8.9M+$48.6K2026-11-02
Eagle Strategies LLC
DECREASED85,20587,503-2,298-3%$8.4M$8.3M-$91.6K2026-10-16
First Hawaiian Bank
DECREASED83,714136,092-52,378-38%$13.1M$8.2M-$4.9M2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED75,31475,849-535-1%$7.4M$7.3M-$45.6K2026-10-13
Hobart Private Capital, LLC
INCREASED53,21852,770+448+1%$5.1M$5.2M+$123.6K2026-10-19
RHS Financial, LLC
INCREASED48,74939,767+8,982+23%$3.8M$4.8M+$936.3K2026-10-13
Sage Mountain Advisors LLC
DECREASED46,66350,581-3,918-8%$4.9M$4.6M-$305.5K2026-11-02
Johnson & White Wealth Management, LLC
DECREASED41,32441,527-2030%$4.0M$4.0M+$43.2K2026-11-03
1620 Investment Advisors, Inc.
DECREASED29,63743,724-14,087-32%$4.2M$2.9M-$1.3M2026-11-04
21 West Wealth Management LLC
DECREASED26,29126,344-530%$2.5M$2.6M+$34.7K2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED22,61122,153+458+2%$2.1M$2.2M+$78.2K2026-11-04
Nvwm, LLC
INCREASED22,34122,063+278+1%$2.1M$2.2M+$60.6K2026-10-14
Wealthcare Advisory Partners LLC
DECREASED20,05120,844-793-4%$2.0M$2.0M-$45.8K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED19,78820,620-832-4%$2.0M$1.9K-$2.0M2026-11-02
Stanich Group LLC
INCREASED19,14118,953+188+1%$1.8M$1.9M+$47.1K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED18,98418,98400%$1.8M$1.9M+$28.8K2026-10-14
Kestra Advisory Services, LLC
INCREASED17,1503,182+13,968+439%$305.5K$1.7M+$1.4M2026-11-02
Golden State Wealth Management, LLC
INCREASED16,71616,034+682+4%$1.5M$1.6M+$90.8K2026-11-02
Park Avenue Securities LLC
INCREASED16,46215,847+615+4%$1.5M$1.6K-$1.5M2026-10-26
Cornerstone Wealth Management, LLC
INCREASED16,05315,002+1,051+7%$1.4M$1.6M+$125.2K2026-11-04
IFP Advisors, Inc
INCREASED15,56115,452+109+1%$1.5M$1.5M+$34.0K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED14,73114,581+150+1%$1.4K$1.4K+$372026-10-27
Farther Finance Advisors, LLC
DECREASED14,26514,290-250%$1.4M$1.4M+$19.1K2026-10-08
Ethic Inc.
NEW12,543—+12,543——$1.2M—2026-11-03
DWM Financial Group, Inc.
NEW12,475—+12,475——$1.2M—2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED11,82611,973-147-1%$1.2M$1.2M+$3.0K2026-10-13
McAdam, LLC
INCREASED10,66710,230+437+4%$982.2K$1.0M+$58.2K2026-10-21
Convergence Financial, LLC
NEW10,132—+10,132——$988.2K—2026-10-27
Tenet Wealth Partners, LLC
UNCHANGED8,6238,62300%$842.0K$841.0K-$1.0K2026-10-19
PFG Advisors
DECREASED7,3728,308-936-11%$797.7K$719.0K-$78.7K2026-10-16
Vise Technologies, Inc.
INCREASED7,1966,519+677+10%$625.9K$701.8K+$75.9K2026-10-29
Creative Planning
INCREASED6,7306,119+611+10%$587.5K$656.4K+$68.9K2026-11-02
Sowell Financial Services LLC
DECREASED5,7695,826-57-1%$559.3K$562.7K+$3.3K2026-10-23
VestGen Advisors, LLC
UNCHANGED5,5805,58000%$535.8K$544.2K+$8.5K2026-10-27
Avail Investment Partners, LLC
DECREASED5,4085,460-52-1%$524.2K$527.4K+$3.2K2026-10-16
Investment Research Partners LLC
DECREASED5,4085,460-52-1%$524.2K$527.4K+$3.2K2026-10-19
Flagship Private Wealth, LLC
INCREASED4,5064,365+141+3%$419.1K$439.4K+$20.4K2026-11-05
MRA Advisory Group
NEW4,046—+4,046——$216.7K—2026-10-07
Private Trust Co NA
UNCHANGED3,8873,88700%$373.3K$379.1K+$5.9K2026-10-20
Orgel Wealth Management, LLC
INCREASED3,8393,727+112+3%$357.8K$374.4K+$16.6K2026-10-14
Opulen Financial Group LLC
INCREASED3,8173,792+25+1%$364.1K$372.3K+$8.2K2026-10-22
Assetmark, Inc
INCREASED3,6253,494+131+4%$335.4K$353.5K+$18.1K2026-10-21
Lido Advisors, LLC
NEW3,577—+3,577——$348.9K—2026-11-04
Valmark Advisers, Inc.
UNCHANGED3,4193,41900%$328.3K$333.4K+$5.2K2026-11-06
Collaborative Wealth Managment Inc.
INCREASED3,3243,217+107+3%$308.8K$324.1K+$15.3K2026-11-06
Kingswood Wealth Advisors, LLC
UNCHANGED3,1173,11700%$299.3K$304.0K+$4.7K2026-10-23
Simplicity Wealth,LLC
UNCHANGED2,8082,80800%$269.6K$273.9K+$4.3K2026-10-23
Linscomb Wealth, Inc.
UNCHANGED2,7842,78400%$267.3K$271.5K+$4.2K2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED2,7654,765-2,000-42%$457.5K$269.7K-$187.8K2026-11-02
Iron Financial LLC
UNCHANGED2,3922,39200%$229.7K$233.3K+$3.6K2026-10-23
Diversify Advisory Services, LLC
DECREASED2,3483,140-792-25%$306.6K$232.5K-$74.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED2,3483,140-792-25%$306.6K$232.5K-$74.1K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED2,1872,156+31+1%$207.0K$213.3K+$6.3K2026-10-26
Princeton Global Asset Management LLC
UNCHANGED2,0252,02500%$194.4K$197.5K+$3.1K2026-10-21
Balance Wealth Partners LLC
NEW1,250—+1,250——$121.9K—2026-10-27
US Bancorp \de\
INCREASED1,136782+354+45%$75.1K$110.8K+$35.7K2026-11-05
KFG LLC
NEW900—+900——$87.8K—2026-11-02
Larson Financial Group LLC
DECREASED886914-28-3%$87.7K$86.4K-$1.3K2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED65465400%$62.8K$63.8K+$9912026-10-13
Lanark Financial, Inc.
INCREASED598597+1+0%$57.4K$58.3K+$9062026-10-26
Signature Equity Partners, LLC
NEW587—+587——$57.3K—2026-10-29
CoreCap Advisors, LLC
UNCHANGED49749700%$47.7K$48.5K+$7522026-10-08
Addison Advisors LLC
DECREASED310355-45-13%$34.1K$30.2K-$3.9K2026-11-06
Parallel Advisors, LLC
INCREASED200199+1+1%$19.2K$19.5K+$3022026-11-03
Blue Trust, Inc.
NEW129—+129——$12.6K—2026-10-15
AlphaCore Capital LLC
UNCHANGED858500%$8.1K$8.3K+$1282026-11-04
Spire Wealth Management
UNCHANGED616100%$5.9K$5.9K+$922026-10-30
Allworth Financial LP
UNCHANGED393900%$3.7K$3.7K$02026-11-06
Breakwater Investment Management
NEW30—+30——$2.9K—2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED292900%$2.8K$2.8K+$442026-10-16
Eukles Asset Management
NEW25—+25——$2.4K—2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED101000%$960$981+$212026-10-30
Financial Management Professionals, Inc.
DECREASED126-25-96%$2.5K$67-$2.4K2026-10-23
Seed Wealth Management, Inc.
CLOSED02,500-2,500-100%$240.0K$0-$240.0K2026-10-20
AdvisorNet Financial, Inc
CLOSED0698-698-100%$67.0K$0-$67.0K2026-10-15
Salem Investment Counselors Inc
CLOSED0426-426-100%$40.9K$0-$40.9K2026-10-13
MCF Advisors LLC
CLOSED073-73-100%$7.0K$0-$7.0K2026-10-28
American Capital Advisory, LLC
CLOSED010-10-100%$961$0-$9612026-10-28
Morgan Stanley
N/A—1,064,134-1,064,134-100%$102.2M———
Ameriprise Financial Inc
N/A—595,929-595,929-100%$57.2M———
Envestnet Asset Management Inc
N/A—466,785-466,785-100%$44.8M———
Great Valley Advisor Group, Inc.
N/A—310,781-310,781-100%$29.8M———
Private Advisor Group, LLC
N/A—229,378-229,378-100%$22.0M———
Bank of America Corp
N/A—215,964-215,964-100%$20.7M———
Equitable Holdings, Inc.
N/A—154,827-154,827-100%$14.9M———
Aptus Capital Advisors, LLC
N/A—151,649-151,649-100%$14.6M———
Jane Street Group, LLC
N/A—140,309-140,309-100%$13.5M———
Captrust Financial Advisors
N/A—99,291-99,291-100%$9.5M———
Brio Consultants, LLC
N/A—95,653-95,653-100%$9.2M———
NewEdge Advisors, LLC
N/A—91,875-91,875-100%$8.8M———
HighTower Advisors, LLC
N/A—75,374-75,374-100%$7.2M———
Palladiem, LLC
N/A—69,242-69,242-100%$6.6M———
Moneta Group Investment Advisors LLC
N/A—60,694-60,694-100%$5.8M———
MML Investors Services, LLC
N/A—60,678-60,678-100%$5.8M———
Northwestern Mutual Wealth Management Co
N/A—52,639-52,639-100%$5.1M———
Manning & Napier Advisors LLC
N/A—50,096-50,096-100%$4.8M———
Royal Bank of Canada
N/A—46,801-46,801-100%$4.5M———
Resolute Wealth Advisor, Inc.
N/A—37,711-37,711-100%$3.5M———
Mercer Global Advisors Inc
N/A—37,365-37,365-100%$3.6M———
Adapt Wealth Advisors, LLC
N/A—37,049-37,049-100%$3.6M———
Stifel Financial Corp
N/A—35,842-35,842-100%$3.4M———
Western Wealth Management, LLC
N/A—35,111-35,111-100%$3.4M———
Citadel Advisors LLC
N/A—33,830-33,830-100%$3.2M———
IHT Wealth Management, LLC
N/A—32,647-32,647-100%$3.1M———
NorthRock Partners, LLC
N/A—28,534-28,534-100%$2.7M———
L & S Advisors Inc
N/A—27,496-27,496-100%$2.6M———
Betterment LLC
N/A—26,315-26,315-100%$2.5M———
Bank of Montreal
N/A—22,069-22,069-100%$2.1M———
Susquehanna International Group, LLP
N/A—21,458-21,458-100%$2.1M———
Empowered Funds, LLC
N/A—20,560-20,560-100%$2.0M———
Element Wealth, LLC
N/A—15,936-15,936-100%$1.5M———
Raymond James Financial Inc
N/A—14,342-14,342-100%$1.4M———
Flow Traders U.S. LLC
N/A—11,459-11,459-100%$1.1M———
Cerity Partners LLC
N/A—10,083-10,083-100%$968.1K———
Stratos Wealth Partners, Ltd.
N/A—9,980-9,980-100%$958.3K———
Cetera Investment Advisers
N/A—9,964-9,964-100%$956.6K———
AE Wealth Management LLC
N/A—6,287-6,287-100%$603.6K———
FMR LLC
N/A—6,252-6,252-100%$600.3K———
Keystone Financial Group
N/A—6,033-6,033-100%$579.2K———
HRT Financial LP
N/A—5,621-5,621-100%$539.0K———
RED Reef Advisors LLC
N/A—5,060-5,060-100%$485.9K———
January Capital Advisors LLC
N/A—4,719-4,719-100%$453.1K———
Waddell & Associates, LLC
N/A—4,394-4,394-100%$421.9K———
Mariner, LLC
N/A—4,347-4,347-100%$417.4K———
OneDigital Investment Advisors LLC
N/A—4,337-4,337-100%$416.4K———
AQR Capital Management LLC
N/A—3,603-3,603-100%$345.9K———
Range Advisory, LLC
N/A—2,898-2,898-100%$278.2K———
Osaic Holdings, Inc.
N/A—2,799-2,799-100%$268.7K———
Envestnet Portfolio Solutions, Inc.
N/A—2,792-2,792-100%$268.1K———
Bank of Hawaii
N/A—2,256-2,256-100%$216.6K———
Bridgewealth Advisory Group, LLC
N/A—2,248-2,248-100%$215.8K———
Nuveen, LLC
N/A—2,143-2,143-100%$205.8K———
Mutual Advisors, LLC
N/A—2,125-2,125-100%$204.0K———
JPMorgan Chase & Co
N/A—2,092-2,092-100%$201.0K———
Geneos Wealth Management Inc.
N/A—1,110-1,110-100%$106.6K———
IFG Advisory, LLC
N/A—1,066-1,066-100%$102.4K———
Glenmede Trust Co NA
N/A—950-950-100%$91.2K———
Global Retirement Partners, LLC
N/A—855-855-100%$82.1K———
Continuum Advisory, LLC
N/A—739-739-100%$71.0K———
Crewe Advisors LLC
N/A—446-446-100%$42.8K———
BlackRock, Inc.
N/A—414-414-100%$39.8K———
Smartleaf Asset Management LLC
N/A—395-395-100%$38.0K———
Jones Financial Companies Lllp
N/A—373-373-100%$35.5K———
Fiduciary Financial Advisors
N/A—336-336-100%$32.2K———
O'shaughnessy Asset Management, LLC
N/A—252-252-100%$24.2K———
Harbour Investments, Inc.
N/A—250-250-100%$24.0K———
Vanguard Advisers Inc
N/A—237-237-100%$22.8K———
Arax Advisory Partners
N/A—165-165-100%$15.8K———
Federation des caisses Desjardins du Quebec
N/A—145-145-100%$13.9K———
Greykasell Wealth Strategies, Inc.
N/A—113-113-100%$10.9K———
Qube Research & Technologies Ltd
N/A—92-92-100%$8.8K———
Napier Financial, LLC
N/A—61-61-100%$5.9K———
Dunhill Financial, LLC
N/A—50-50-100%$4.8K———
BFC Planning, Inc.
N/A—4-4-100%$403———
UBS Group AG
N/A—2-2-100%$192———
Wells Fargo & Company
N/A—1-1-100%$54———
Showing 167 of 167 institutions