IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

State Street Spdr Portfolio (SPGM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Peak Financial Management, Inc.
INCREASED
Shares367,153 from 365,097
Change+2,056 (+1%)
Value$31.8M (+$480.9K)
Filed 2026-10-16
Schaeffer Financial LLC
DECREASED
Shares210,781 from 226,929
Change-16,148 (-7%)
Value$18.2M (-$1.2M)
Filed 2026-10-23
Founders Financial Securities LLC
NEW
Shares163,897
Change+163,897
Value$14.2M
Filed 2026-10-28
OAK Family Advisors, LLC
NEW
Shares126,629
Change+126,629
Value$11.0M
Filed 2026-10-19
Foronjy Financial LLC
INCREASED
Shares95,128 from 91,195
Change+3,933 (+4%)
Value$8.2M (+$415.9K)
Filed 2026-10-14
Investment Planning Advisors, Inc.
INCREASED
Shares76,774 from 72,890
Change+3,884 (+5%)
Value$6.6M (+$396.5K)
Filed 2026-10-14
Barden Capital Management, Inc.
DECREASED
Shares76,712 from 77,495
Change-783 (-1%)
Value$6.6M (-$3.4K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares75,553 from 79,112
Change-3,559 (-4%)
Value$6.6M (-$234.3K)
Filed 2026-10-13
Balentine LLC
DECREASED
Shares70,934 from 72,889
Change-1,955 (-3%)
Value$6.1M (-$108.6K)
Filed 2026-11-03
Unique Wealth, LLC
DECREASED
Shares66,295 from 69,155
Change-2,860 (-4%)
Value$5.7M (-$190.0K)
Filed 2026-10-16
Destiny Wealth Partners, LLC
DECREASED
Shares56,834 from 58,627
Change-1,793 (-3%)
Value$4.8M (-$169.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares47,806 from 44,921
Change+2,885 (+6%)
Value$4.1K (-$3.8M)
Filed 2026-11-02
ACT Wealth Management, LLC
DECREASED
Shares41,123 from 41,435
Change-312 (-1%)
Value$3.6M (+$7.5K)
Filed 2026-10-09
Great Waters Wealth Management
DECREASED
Shares30,262 from 30,490
Change-228 (-1%)
Value$2.6M (+$5.6K)
Filed 2026-10-07
Tennessee Valley Asset Management Partners
INCREASED
Shares27,957 from 27,439
Change+518 (+2%)
Value$2.4M (+$67.6K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares26,129 from 24,287
Change+1,842 (+8%)
Value$2.3M (+$179.5K)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares25,716 from 23,430
Change+2,286 (+10%)
Value$2.2M (+$217.2K)
Filed 2026-10-07
Financial Consulate, Inc
DECREASED
Shares25,308 from 25,972
Change-664 (-3%)
Value$2.2M (-$35.9K)
Filed 2026-10-23
Convergence Financial, LLC
DECREASED
Shares23,454 from 28,216
Change-4,762 (-17%)
Value$2.0M (-$388.5K)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares22,361 from 22,547
Change-186 (-1%)
Value$1.9M (+$2.6K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares20,899 from 13,981
Change+6,918 (+49%)
Value$1.8M (+$610.0K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares20,588 from 22,655
Change-2,067 (-9%)
Value$1.8M (-$160.0K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares17,855 from 18,497
Change-642 (-3%)
Value$1.5M (-$40.1K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
INCREASED
Shares16,632 from 16,340
Change+292 (+2%)
Value$1.4M (+$38.8K)
Filed 2026-11-03
XY Planning Network, Inc.
UNCHANGED
Shares16,195 from 16,195
Change0 (0%)
Value$1.4M (+$13.4K)
Filed 2026-10-14
IFP Advisors, Inc
NEW
Shares15,879
Change+15,879
Value$1.4M
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares15,865 from 15,127
Change+738 (+5%)
Value$1.4M (+$80.0K)
Filed 2026-10-27
Global Assets Advisory, LLC
INCREASED
Shares14,134 from 13,926
Change+208 (+1%)
Value$1.2M (+$51.5K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
NEW
Shares14,000
Change+14,000
Value$1.2M
Filed 2026-10-28
CX Institutional
DECREASED
Shares13,146 from 13,203
Change-57 (0%)
Value$1.1K (+$6)
Filed 2026-10-02
Flagship Private Wealth, LLC
DECREASED
Shares12,606 from 12,614
Change-8 (0%)
Value$1.1M (+$9.8K)
Filed 2026-11-05
Strategic Wealth Investment Group, LLC
INCREASED
Shares11,581 from 7,604
Change+3,977 (+52%)
Value$1.0M (+$350.3K)
Filed 2026-10-29
KPP Advisory Services LLC
DECREASED
Shares11,509 from 11,940
Change-431 (-4%)
Value$995.6K (-$27.3K)
Filed 2026-10-26
Treasure Coast Financial Planning
NEW
Shares11,178
Change+11,178
Value$966.9K
Filed 2026-11-03
FSM Wealth Advisors, LLC
DECREASED
Shares10,956 from 11,010
Change-54 (0%)
Value$952.7K (+$9.5K)
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares10,661 from 8,691
Change+1,970 (+23%)
Value$922.2K (+$177.6K)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares10,138 from 10,138
Change0 (0%)
Value$876.9K (+$8.4K)
Filed 2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares9,414 from 9,408
Change+6 (+0%)
Value$814.3K (+$8.4K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares8,742 from 18,119
Change-9,377 (-52%)
Value$662.7K (-$889.6K)
Filed 2026-10-23
William Mack & Associates, Inc.
INCREASED
Shares8,154 from 5,140
Change+3,014 (+59%)
Value$705.3K (+$265.0K)
Filed 2026-10-27
BIP Wealth, LLC
UNCHANGED
Shares7,817 from 7,817
Change0 (0%)
Value$676.2K (+$6.5K)
Filed 2026-10-22
Professional Financial Advisors, LLC
UNCHANGED
Shares7,434 from 7,434
Change0 (0%)
Value$643.0K (+$6.2K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares6,988 from 7,406
Change-418 (-6%)
Value$604.5K (-$30.0K)
Filed 2026-11-02
LVW Advisors, LLC
DECREASED
Shares6,860 from 7,447
Change-587 (-8%)
Value$593.4K (-$44.6K)
Filed 2026-10-19
Garrett Wealth Advisory Group, LLC
DECREASED
Shares6,561 from 6,578
Change-17 (0%)
Value$567.5K (+$4.0K)
Filed 2026-10-22
Monument Capital Management
UNCHANGED
Shares6,524 from 6,524
Change0 (0%)
Value$564.3K (+$5.4K)
Filed 2026-10-09
Vann Equity Management LLC
NEW
Shares6,015
Change+6,015
Value$520.3K
Filed 2026-10-08
RFG Advisory, LLC
NEW
Shares5,743
Change+5,743
Value$496.8K
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares5,656 from 5,056
Change+600 (+12%)
Value$489.2K (+$56.1K)
Filed 2026-11-04
Perennial Advisors, LLC
UNCHANGED
Shares5,355 from 5,355
Change0 (0%)
Value$463.2K (+$4.4K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,217 from 3,857
Change+1,360 (+35%)
Value$451.3K (+$120.8K)
Filed 2026-10-27
Key FInancial Inc
INCREASED
Shares4,879 from 4,784
Change+95 (+2%)
Value$422.0K (+$12.2K)
Filed 2026-11-02
Americana Partners, LLC
DECREASED
Shares4,849 from 13,493
Change-8,644 (-64%)
Value$419.4K (-$736.5K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
DECREASED
Shares4,704 from 4,707
Change-3 (0%)
Value$406.9K (+$3.6K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares4,112 from 4,075
Change+37 (+1%)
Value$355.7K (+$6.6K)
Filed 2026-11-05
Sage Mountain Advisors LLC
UNCHANGED
Shares4,081 from 4,081
Change0 (0%)
Value$353.0K (+$3.4K)
Filed 2026-11-02
Atlas Private Wealth Advisors
INCREASED
Shares3,899 from 3,872
Change+27 (+1%)
Value$337.2K (+$5.5K)
Filed 2026-10-23
United Advisor Group, LLC
UNCHANGED
Shares3,631 from 3,631
Change0 (0%)
Value$314.1K (+$3.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares3,598 from 3,599
Change-1 (0%)
Value$311.2K (+$2.9K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares3,576 from 2,218
Change+1,358 (+61%)
Value$309.3K (+$119.3K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED
Shares3,516 from 3,516
Change0 (0%)
Value$304.1K (+$2.9K)
Filed 2026-11-05
Mccarter Private Wealth Services LLC
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$283.3K (+$2.7K)
Filed 2026-10-22
MCF Advisors LLC
DECREASED
Shares3,251 from 3,253
Change-2 (0%)
Value$281.2K (+$2.5K)
Filed 2026-10-28
Jacobi Capital Management LLC
DECREASED
Shares2,969 from 3,025
Change-56 (-2%)
Value$256.8K (-$2.3K)
Filed 2026-11-05
Holos Integrated Wealth LLC
DECREASED
Shares2,691 from 3,478
Change-787 (-23%)
Value$231.4K (-$65.1K)
Filed 2026-10-23
MW Advisory, LLC
DECREASED
Shares2,445 from 3,784
Change-1,339 (-35%)
Value$211.5K (-$112.7K)
Filed 2026-10-19
Oppenheimer & Co Inc
DECREASED
Shares2,382 from 2,993
Change-611 (-20%)
Value$206.0K (-$50.4K)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares2,281 from 2,281
Change0 (0%)
Value$197.3K (+$1.9K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$151.6K (+$1.5K)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$141.8K (+$1.4K)
Filed 2026-10-21
AlphaCore Capital LLC
UNCHANGED
Shares1,264 from 1,264
Change0 (0%)
Value$109.3K (+$1.0K)
Filed 2026-11-04
Acima Private Wealth, LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$105.4K (+$1.0K)
Filed 2026-10-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$74.0K (+$710)
Filed 2026-10-07
Simplex Trading, LLC
NEW
Shares701
Change+701
Value$60.6K
Filed 2026-11-04
Hughes Financial Services, LLC
INCREASED
Shares589 from 507
Change+82 (+16%)
Value$51.0K (+$7.6K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$44.5K (+$428)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares470 from 124
Change+346 (+279%)
Value$40.7K (+$30.0K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares390 from 542
Change-152 (-28%)
Value$33.7K (-$12.7K)
Filed 2026-11-04
Joseph Group Capital Management
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$26.2K (+$252)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares288
Change+288
Value$25.0K
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares237
Change+237
Value$20.5K
Filed 2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$20.2K (+$193)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares222
Change+222
Value$19.2K
Filed 2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$12.3K (+$117)
Filed 2026-10-28
Planning Strategies Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$10.4K (+$100)
Filed 2026-10-02
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$10.0K (+$96)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$8.4K (+$81)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.5K (+$62)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares67
Change+67
Value$5.8K
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares56 from 82
Change-26 (-32%)
Value$4.8K (-$2.2K)
Filed 2026-10-08
Morton Brown Family Wealth, LLC
NEW
Shares17
Change+17
Value$1.5K
Filed 2026-10-23
Kingdom Financial Group Llc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.5K (+$15)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-10-30
James Investment Research, Inc.
CLOSED
Shares0 from 7,044
Change-7,044 (-100%)
Value$0 (-$603.5K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 5,577
Change-5,577 (-100%)
Value$0 (-$477.8K)
Filed 2026-10-28
RHS Financial, LLC
CLOSED
Shares0 from 3,689
Change-3,689 (-100%)
Value$0 (-$316.0K)
Filed 2026-10-13
TBH Global Asset Management, LLC
CLOSED
Shares0 from 3,244
Change-3,244 (-100%)
Value$0 (-$277.9K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,686
Change-1,686 (-100%)
Value$0 (-$144.5K)
Filed 2026-10-15
Spire Wealth Management
CLOSED
Shares0 from 935
Change-935 (-100%)
Value$0 (-$80.1K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$66.3K)
Filed 2026-11-02
Tsfg, LLC
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$13)
Filed 2026-10-23
LPL Financial LLC
N/A
Shares— from 2,266,094
Change-2,266,094 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,214,046
Change-2,214,046 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,232,400
Change-1,232,400 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 846,356
Change-846,356 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 423,517
Change-423,517 (-100%)
Value—
Commerce Bank
N/A
Shares— from 242,015
Change-242,015 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 233,160
Change-233,160 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 230,291
Change-230,291 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 183,094
Change-183,094 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 147,537
Change-147,537 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 146,790
Change-146,790 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 129,594
Change-129,594 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 122,686
Change-122,686 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 109,143
Change-109,143 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 102,168
Change-102,168 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 95,544
Change-95,544 (-100%)
Value—
UBS Group AG
N/A
Shares— from 90,029
Change-90,029 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 89,476
Change-89,476 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 83,873
Change-83,873 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 77,977
Change-77,977 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Betterment LLC
N/A
Shares— from 61,223
Change-61,223 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 51,731
Change-51,731 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,970
Change-39,970 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 34,328
Change-34,328 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 29,050
Change-29,050 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 24,702
Change-24,702 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 23,700
Change-23,700 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,112
Change-23,112 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 21,200
Change-21,200 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,106
Change-19,106 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,686
Change-17,686 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 14,958
Change-14,958 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,351
Change-14,351 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,224
Change-12,224 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,712
Change-10,712 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 9,327
Change-9,327 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,571
Change-7,571 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,472
Change-7,472 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,708
Change-4,708 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 880
Change-880 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 755
Change-755 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 748
Change-748 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 131
Change-131 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Peak Financial Management, Inc.
INCREASED367,153365,097+2,056+1%$31.3M$31.8M+$480.9K2026-10-16
Schaeffer Financial LLC
DECREASED210,781226,929-16,148-7%$19.4M$18.2M-$1.2M2026-10-23
Founders Financial Securities LLC
NEW163,897—+163,897——$14.2M—2026-10-28
OAK Family Advisors, LLC
NEW126,629—+126,629——$11.0M—2026-10-19
Foronjy Financial LLC
INCREASED95,12891,195+3,933+4%$7.8M$8.2M+$415.9K2026-10-14
Investment Planning Advisors, Inc.
INCREASED76,77472,890+3,884+5%$6.2M$6.6M+$396.5K2026-10-14
Barden Capital Management, Inc.
DECREASED76,71277,495-783-1%$6.6M$6.6M-$3.4K2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED75,55379,112-3,559-4%$6.8M$6.6M-$234.3K2026-10-13
Balentine LLC
DECREASED70,93472,889-1,955-3%$6.2M$6.1M-$108.6K2026-11-03
Unique Wealth, LLC
DECREASED66,29569,155-2,860-4%$5.9M$5.7M-$190.0K2026-10-16
Destiny Wealth Partners, LLC
DECREASED56,83458,627-1,793-3%$5.0M$4.8M-$169.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED47,80644,921+2,885+6%$3.8M$4.1K-$3.8M2026-11-02
ACT Wealth Management, LLC
DECREASED41,12341,435-312-1%$3.5M$3.6M+$7.5K2026-10-09
Great Waters Wealth Management
DECREASED30,26230,490-228-1%$2.6M$2.6M+$5.6K2026-10-07
Tennessee Valley Asset Management Partners
INCREASED27,95727,439+518+2%$2.4M$2.4M+$67.6K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED26,12924,287+1,842+8%$2.1M$2.3M+$179.5K2026-10-26
Cooper Financial Group
INCREASED25,71623,430+2,286+10%$2.0M$2.2M+$217.2K2026-10-07
Financial Consulate, Inc
DECREASED25,30825,972-664-3%$2.2M$2.2M-$35.9K2026-10-23
Convergence Financial, LLC
DECREASED23,45428,216-4,762-17%$2.4M$2.0M-$388.5K2026-10-27
Truist Financial Corp
DECREASED22,36122,547-186-1%$1.9M$1.9M+$2.6K2026-10-30
Commonwealth Equity Services, LLC
INCREASED20,89913,981+6,918+49%$1.2M$1.8M+$610.0K2026-11-02
Gerber Kawasaki Wealth & Investment Management
DECREASED20,58822,655-2,067-9%$1.9M$1.8M-$160.0K2026-10-29
PFG Advisors
DECREASED17,85518,497-642-3%$1.6M$1.5M-$40.1K2026-10-16
New England Capital Financial Advisors LLC
INCREASED16,63216,340+292+2%$1.4M$1.4M+$38.8K2026-11-03
XY Planning Network, Inc.
UNCHANGED16,19516,19500%$1.4M$1.4M+$13.4K2026-10-14
IFP Advisors, Inc
NEW15,879—+15,879——$1.4M—2026-10-16
Chicago Partners Investment Group LLC
INCREASED15,86515,127+738+5%$1.3M$1.4M+$80.0K2026-10-27
Global Assets Advisory, LLC
INCREASED14,13413,926+208+1%$1.2M$1.2M+$51.5K2026-10-28
Buck Wealth Strategies, LLC
NEW14,000—+14,000——$1.2M—2026-10-28
CX Institutional
DECREASED13,14613,203-570%$1.1K$1.1K+$62026-10-02
Flagship Private Wealth, LLC
DECREASED12,60612,614-80%$1.1M$1.1M+$9.8K2026-11-05
Strategic Wealth Investment Group, LLC
INCREASED11,5817,604+3,977+52%$651.4K$1.0M+$350.3K2026-10-29
KPP Advisory Services LLC
DECREASED11,50911,940-431-4%$1.0M$995.6K-$27.3K2026-10-26
Treasure Coast Financial Planning
NEW11,178—+11,178——$966.9K—2026-11-03
FSM Wealth Advisors, LLC
DECREASED10,95611,010-540%$943.2K$952.7K+$9.5K2026-10-27
Verus Capital Partners, LLC
INCREASED10,6618,691+1,970+23%$744.6K$922.2K+$177.6K2026-11-03
Private Trust Co NA
UNCHANGED10,13810,13800%$868.5K$876.9K+$8.4K2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED9,4149,408+6+0%$806.0K$814.3K+$8.4K2026-10-22
Sigma Planning Corp
DECREASED8,74218,119-9,377-52%$1.6M$662.7K-$889.6K2026-10-23
William Mack & Associates, Inc.
INCREASED8,1545,140+3,014+59%$440.3K$705.3K+$265.0K2026-10-27
BIP Wealth, LLC
UNCHANGED7,8177,81700%$669.7K$676.2K+$6.5K2026-10-22
Professional Financial Advisors, LLC
UNCHANGED7,4347,43400%$636.8K$643.0K+$6.2K2026-10-13
Creative Planning
DECREASED6,9887,406-418-6%$634.5K$604.5K-$30.0K2026-11-02
LVW Advisors, LLC
DECREASED6,8607,447-587-8%$638.0K$593.4K-$44.6K2026-10-19
Garrett Wealth Advisory Group, LLC
DECREASED6,5616,578-170%$563.5K$567.5K+$4.0K2026-10-22
Monument Capital Management
UNCHANGED6,5246,52400%$558.9K$564.3K+$5.4K2026-10-09
Vann Equity Management LLC
NEW6,015—+6,015——$520.3K—2026-10-08
RFG Advisory, LLC
NEW5,743—+5,743——$496.8K—2026-11-03
Cornerstone Wealth Management, LLC
INCREASED5,6565,056+600+12%$433.1K$489.2K+$56.1K2026-11-04
Perennial Advisors, LLC
UNCHANGED5,3555,35500%$458.8K$463.2K+$4.4K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,2173,857+1,360+35%$330.4K$451.3K+$120.8K2026-10-27
Key FInancial Inc
INCREASED4,8794,784+95+2%$409.8K$422.0K+$12.2K2026-11-02
Americana Partners, LLC
DECREASED4,84913,493-8,644-64%$1.2M$419.4K-$736.5K2026-10-28
Koshinski Asset Management, Inc.
DECREASED4,7044,707-30%$403.2K$406.9K+$3.6K2026-10-29
Bank of New York Mellon Corp
INCREASED4,1124,075+37+1%$349.1K$355.7K+$6.6K2026-11-05
Sage Mountain Advisors LLC
UNCHANGED4,0814,08100%$349.6K$353.0K+$3.4K2026-11-02
Atlas Private Wealth Advisors
INCREASED3,8993,872+27+1%$331.7K$337.2K+$5.5K2026-10-23
United Advisor Group, LLC
UNCHANGED3,6313,63100%$311.1K$314.1K+$3.0K2026-11-03
Farther Finance Advisors, LLC
DECREASED3,5983,599-10%$308.3K$311.2K+$2.9K2026-10-08
Cape Investment Advisory, Inc.
INCREASED3,5762,218+1,358+61%$190.0K$309.3K+$119.3K2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED3,5163,51600%$301.2K$304.1K+$2.9K2026-11-05
Mccarter Private Wealth Services LLC
UNCHANGED3,2753,27500%$280.6K$283.3K+$2.7K2026-10-22
MCF Advisors LLC
DECREASED3,2513,253-20%$278.7K$281.2K+$2.5K2026-10-28
Jacobi Capital Management LLC
DECREASED2,9693,025-56-2%$259.2K$256.8K-$2.3K2026-11-05
Holos Integrated Wealth LLC
DECREASED2,6913,478-787-23%$296.4K$231.4K-$65.1K2026-10-23
MW Advisory, LLC
DECREASED2,4453,784-1,339-35%$324.2K$211.5K-$112.7K2026-10-19
Oppenheimer & Co Inc
DECREASED2,3822,993-611-20%$256.4K$206.0K-$50.4K2026-10-26
Larson Financial Group LLC
UNCHANGED2,2812,28100%$195.4K$197.3K+$1.9K2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED1,7531,75300%$150.2K$151.6K+$1.5K2026-11-04
Sunrise Financial Services, LLC
UNCHANGED1,6391,63900%$140.4K$141.8K+$1.4K2026-10-21
AlphaCore Capital LLC
UNCHANGED1,2641,26400%$108.3K$109.3K+$1.0K2026-11-04
Acima Private Wealth, LLC
UNCHANGED1,2181,21800%$104.3K$105.4K+$1.0K2026-10-05
Elevation Wealth Partners, LLC
UNCHANGED85585500%$73.2K$74.0K+$7102026-10-07
Simplex Trading, LLC
NEW701—+701——$60.6K—2026-11-04
Hughes Financial Services, LLC
INCREASED589507+82+16%$43.4K$51.0K+$7.6K2026-10-30
Wealth Enhancement Trust Services, Inc.
UNCHANGED51551500%$44.1K$44.5K+$4282026-10-07
Assetmark, Inc
INCREASED470124+346+279%$10.6K$40.7K+$30.0K2026-10-21
Citigroup Inc
DECREASED390542-152-28%$46.4K$33.7K-$12.7K2026-11-04
Joseph Group Capital Management
UNCHANGED30330300%$26.0K$26.2K+$2522026-11-04
Elyxium Wealth, LLC
NEW288—+288——$25.0K—2026-10-27
MidAtlantic Capital Management, Inc.
NEW237—+237——$20.5K—2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED23323300%$20.0K$20.2K+$1932026-11-04
Rossby Financial, LCC
NEW222—+222——$19.2K—2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED14214200%$12.2K$12.3K+$1172026-10-28
Planning Strategies Inc.
UNCHANGED12012000%$10.3K$10.4K+$1002026-10-02
Ashton Thomas Private Wealth, LLC
UNCHANGED11611600%$9.9K$10.0K+$962026-11-03
Gamma Investing LLC
UNCHANGED979700%$8.3K$8.4K+$812026-10-08
Signaturefd, LLC
UNCHANGED757500%$6.4K$6.5K+$622026-10-23
Ascentis Independent Advisors
NEW67—+67——$5.8K—2026-11-03
CoreCap Advisors, LLC
DECREASED5682-26-32%$7.0K$4.8K-$2.2K2026-10-08
Morton Brown Family Wealth, LLC
NEW17—+17——$1.5K—2026-10-23
Kingdom Financial Group Llc.
UNCHANGED171700%$1.5K$1.5K+$152026-11-04
Capital Investment Advisory Services, LLC
NEW15—+15——$1.3K—2026-10-30
James Investment Research, Inc.
CLOSED07,044-7,044-100%$603.5K$0-$603.5K2026-10-22
Clear Creek Financial Management, LLC
CLOSED05,577-5,577-100%$477.8K$0-$477.8K2026-10-28
RHS Financial, LLC
CLOSED03,689-3,689-100%$316.0K$0-$316.0K2026-10-13
TBH Global Asset Management, LLC
CLOSED03,244-3,244-100%$277.9K$0-$277.9K2026-11-03
AdvisorNet Financial, Inc
CLOSED01,686-1,686-100%$144.5K$0-$144.5K2026-10-15
Spire Wealth Management
CLOSED0935-935-100%$80.1K$0-$80.1K2026-10-30
International Assets Investment Management, LLC
CLOSED0780-780-100%$66.3K$0-$66.3K2026-11-02
Tsfg, LLC
CLOSED0157-157-100%$13$0-$132026-10-23
LPL Financial LLC
N/A—2,266,094-2,266,094-100%$194.1M———
Sequoia Financial Advisors, LLC
N/A—2,214,046-2,214,046-100%$189.7M———
Bank of Nova Scotia
N/A—1,232,400-1,232,400-100%$105.6M———
HighTower Advisors, LLC
N/A—846,356-846,356-100%$72.5M———
Private Advisor Group, LLC
N/A—423,517-423,517-100%$36.3M———
Commerce Bank
N/A—242,015-242,015-100%$20.7M———
Osaic Holdings, Inc.
N/A—233,160-233,160-100%$20.0M———
Goldstone Financial Group, LLC
N/A—230,291-230,291-100%$19.7M———
Morgan Stanley
N/A—183,094-183,094-100%$15.7M———
Advance Capital Management, Inc.
N/A—147,537-147,537-100%$12.6M———
Bank of America Corp
N/A—146,790-146,790-100%$12.6M———
NewEdge Advisors, LLC
N/A—129,594-129,594-100%$11.1M———
Ethos Financial Group, LLC
N/A—122,686-122,686-100%$10.2M———
Northwestern Mutual Wealth Management Co
N/A—109,143-109,143-100%$9.4M———
Belpointe Asset Management LLC
N/A—102,168-102,168-100%$8.8M———
Clearstead Advisors, LLC
N/A—95,544-95,544-100%$8.2M———
UBS Group AG
N/A—90,029-90,029-100%$7.7M———
JPMorgan Chase & Co
N/A—89,476-89,476-100%$7.6M———
Raymond James Financial Inc
N/A—83,873-83,873-100%$7.2M———
Coastal Bridge Advisors, LLC
N/A—77,977-77,977-100%$6.7M———
Menora Mivtachim Holdings Ltd.
N/A—63,000-63,000-100%$5.4M———
Betterment LLC
N/A—61,223-61,223-100%$5.2M———
Flow Traders U.S. LLC
N/A—51,731-51,731-100%$4.4M———
Cresset Asset Management, LLC
N/A—39,970-39,970-100%$3.4M———
Interactive Financial Advisors, Inc.
N/A—34,328-34,328-100%$2.9M———
SHP Wealth Management
N/A—29,050-29,050-100%$2.5M———
Ameriprise Financial Inc
N/A—24,702-24,702-100%$2.1M———
Ausdal Financial Partners, Inc.
N/A—23,700-23,700-100%$2.0M———
Envestnet Asset Management Inc
N/A—23,112-23,112-100%$2.0M———
IAG Wealth Partners, LLC
N/A—21,200-21,200-100%$1.8M———
Mercer Global Advisors Inc
N/A—19,106-19,106-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—17,686-17,686-100%$1.5M———
Modern Wealth Management, LLC
N/A—14,958-14,958-100%$1.3M———
Royal Bank of Canada
N/A—14,351-14,351-100%$1.2M———
Waverly Advisors, LLC
N/A—12,224-12,224-100%$1.0M———
Mariner, LLC
N/A—10,712-10,712-100%$917.7K———
Merit Financial Group, LLC
N/A—9,374-9,374-100%$803.1K———
Noble Wealth Partners LLC
N/A—9,327-9,327-100%$799.0K———
Cetera Investment Advisers
N/A—8,992-8,992-100%$770.3K———
O'shaughnessy Asset Management, LLC
N/A—8,566-8,566-100%$733.8K———
Western Wealth Management, LLC
N/A—7,895-7,895-100%$676.4K———
Geneos Wealth Management Inc.
N/A—7,571-7,571-100%$648.6K———
GTS Securities LLC
N/A—7,522-7,522-100%$644.4K———
Stifel Financial Corp
N/A—7,472-7,472-100%$640.1K———
AE Wealth Management LLC
N/A—7,301-7,301-100%$625.5K———
Stratos Investment Management, LLC
N/A—6,719-6,719-100%$575.7K———
Captrust Financial Advisors
N/A—6,632-6,632-100%$568.2K———
BlackRock, Inc.
N/A—6,513-6,513-100%$558.0K———
Vernal Point Advisors, LLC
N/A—6,435-6,435-100%$551.3K———
Goldman Sachs Group Inc
N/A—6,025-6,025-100%$516.2K———
Alaska Wealth Advisors, LLC
N/A—5,883-5,883-100%$504.0K———
Summit Financial, LLC
N/A—5,757-5,757-100%$493.2K———
Stillwater Private Wealth, LLC
N/A—5,491-5,491-100%$484———
Bridgewater Advisors Inc.
N/A—5,384-5,384-100%$463.0K———
Global Retirement Partners, LLC
N/A—5,037-5,037-100%$431.5K———
Financial Engines Advisors L.L.C.
N/A—4,995-4,995-100%$427.9K———
Quantinno Capital Management LP
N/A—4,972-4,972-100%$426.0K———
Atlantic Union Bankshares Corp
N/A—4,971-4,971-100%$425.9K———
Kingsview Wealth Management, LLC
N/A—4,953-4,953-100%$424.3K———
Focus Partners Advisor Solutions, LLC
N/A—4,708-4,708-100%$403.3K———
Zhang Financial LLC
N/A—4,480-4,480-100%$383.8K———
IHT Wealth Management, LLC
N/A—4,435-4,435-100%$379.9K———
Signal Tree Financial Partners LLC
N/A—3,849-3,849-100%$329.7K———
Pure Financial Advisors, LLC
N/A—3,740-3,740-100%$320.4K———
Beacon Pointe Advisors, LLC
N/A—3,659-3,659-100%$313.5K———
C M Bidwell & Associates LTD
N/A—3,494-3,494-100%$299.3K———
Sanctuary Advisors, LLC
N/A—3,191-3,191-100%$273.4K———
World Investment Advisors
N/A—2,757-2,757-100%$208.7K———
Ameritas Advisory Services, LLC
N/A—2,741-2,741-100%$234.8K———
FMR LLC
N/A—2,451-2,451-100%$210.0K———
Valmark Advisers, Inc.
N/A—2,442-2,442-100%$209.2K———
Horizon Investments, LLC
N/A—1,683-1,683-100%$144.2K———
Jones Financial Companies Lllp
N/A—1,628-1,628-100%$137.0K———
UBS Asset Management Americas LLC
N/A—1,190-1,190-100%$101.9K———
FAS Wealth Partners, Inc.
N/A—1,040-1,040-100%$89.1K———
Basepoint Wealth LLC
N/A—949-949-100%$81.3K———
Franklin Resources Inc
N/A—880-880-100%$75.4K———
Wells Fargo & Company
N/A—755-755-100%$64.7K———
Rockefeller Capital Management L.P.
N/A—748-748-100%$64.1K———
Tidemark, LLC
N/A—430-430-100%$36.8K———
Rothschild Investment LLC
N/A—384-384-100%$32.9K———
BFC Planning, Inc.
N/A—203-203-100%$17.4K———
Continuum Advisory, LLC
N/A—164-164-100%$14.1K———
Longview Financial Advisors LLC
N/A—143-143-100%$12.3K———
Allworth Financial LP
N/A—131-131-100%$11.2K———
Rialto Wealth Management, LLC
N/A—74-74-100%$6.3K———
Steward Partners Investment Advisory, LLC
N/A—65-65-100%$5.6K———
PNC Financial Services Group, Inc.
N/A—20-20-100%$1.7K———
Vanguard Advisers Inc
N/A—11-11-100%$942———
Front Row Advisors LLC
N/A—6-6-100%$527———
Smartleaf Asset Management LLC
N/A—4-4-100%$340———
Whittier Trust Co
N/A—2-2-100%$172———
Showing 193 of 193 institutions