IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

State Street Spdr S&P Intern (DWX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Concord Wealth Partners
INCREASED
Shares270,172 from 263,359
Change+6,813 (+3%)
Value$12.4M (+$255.0K)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares261,925 from 251,768
Change+10,157 (+4%)
Value$12.0M (+$410.5K)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares225,816 from 221,483
Change+4,333 (+2%)
Value$10.3M (+$150.6K)
Filed 2026-10-27
Allen Capital Group, LLC
INCREASED
Shares139,234 from 138,398
Change+836 (+1%)
Value$6.4M (+$8.5K)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares50,048 from 49,647
Change+401 (+1%)
Value$2.3M (+$7.7K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares47,399 from 36,485
Change+10,914 (+30%)
Value$2.2M (+$491.4K)
Filed 2026-10-08
McAdam, LLC
INCREASED
Shares42,168 from 37,478
Change+4,690 (+13%)
Value$1.9M (+$206.5K)
Filed 2026-10-21
FDx Advisors, Inc.
DECREASED
Shares33,881 from 34,244
Change-363 (-1%)
Value$1.6K (-$1.6M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares27,482 from 28,019
Change-537 (-2%)
Value$1.3M (-$30.6K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares25,626 from 26,119
Change-493 (-2%)
Value$1.2M (-$28.2K)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED
Shares24,906 from 24,906
Change0 (0%)
Value$1.1M (-$5.4K)
Filed 2026-10-05
Key FInancial Inc
UNCHANGED
Shares24,280 from 24,280
Change0 (0%)
Value$1.1M (-$5.2K)
Filed 2026-11-02
Partners Wealth Management, LLC
INCREASED
Shares23,253 from 23,104
Change+149 (+1%)
Value$1.1M (+$1.9K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares22,985 from 18,965
Change+4,020 (+21%)
Value$1.1M (+$179.8K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED
Shares20,806 from 21,226
Change-420 (-2%)
Value$951.8K (-$23.8K)
Filed 2026-10-23
Dumont & Blake Investment Advisors LLC
DECREASED
Shares19,566 from 19,591
Change-25 (0%)
Value$895.0K (-$5.4K)
Filed 2026-10-28
Winebrenner Capital Management LLC
DECREASED
Shares18,872 from 20,535
Change-1,663 (-8%)
Value$863.3K (-$80.5K)
Filed 2026-10-07
Truist Financial Corp
DECREASED
Shares17,430 from 19,758
Change-2,328 (-12%)
Value$797.3K (-$110.7K)
Filed 2026-10-30
Fifth Third Securities, Inc.
INCREASED
Shares16,726 from 15,451
Change+1,275 (+8%)
Value$765.1K (+$55.0K)
Filed 2026-10-21
Manske Wealth Management
UNCHANGED
Shares13,392 from 13,392
Change0 (0%)
Value$612.6K (-$2.9K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,954 from 13,196
Change-242 (-2%)
Value$593 (-$605.4K)
Filed 2026-11-02
Investment Partners, Ltd.
NEW
Shares12,572
Change+12,572
Value$575.1K
Filed 2026-10-29
AlphaCentric Advisors LLC
INCREASED
Shares11,561 from 10,549
Change+1,012 (+10%)
Value$528.9K (+$44.0K)
Filed 2026-11-03
Curbstone Financial Management Corp
INCREASED
Shares11,258 from 10,658
Change+600 (+6%)
Value$515.0K (+$25.2K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares10,747 from 10,548
Change+199 (+2%)
Value$491.6K (+$6.9K)
Filed 2026-11-02
WealthPoint Financial, LLC
INCREASED
Shares9,609 from 8,941
Change+668 (+7%)
Value$439.6K (+$28.6K)
Filed 2026-11-03
Treasure Coast Financial Planning
INCREASED
Shares9,471 from 9,225
Change+246 (+3%)
Value$433.3K (+$9.3K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares8,474 from 11,830
Change-3,356 (-28%)
Value$387.7K (-$156.1K)
Filed 2026-11-02
Fifth Third Bancorp
UNCHANGED
Shares8,269 from 8,269
Change0 (0%)
Value$378.3K (-$1.8K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
UNCHANGED
Shares7,595 from 7,595
Change0 (0%)
Value$347.4K (-$1.6K)
Filed 2026-10-21
TMB Capital Partners, LLC
DECREASED
Shares7,388 from 7,439
Change-51 (-1%)
Value$338.0K (-$3.9K)
Filed 2026-10-20
Creekside Partners
INCREASED
Shares6,714 from 6,703
Change+11 (+0%)
Value$307.1K (-$911)
Filed 2026-11-04
Balentine LLC
INCREASED
Shares6,625 from 6,607
Change+18 (+0%)
Value$303.0K (-$617)
Filed 2026-11-03
Fairfield Financial Advisors, LTD
INCREASED
Shares6,416 from 6,369
Change+47 (+1%)
Value$293.5K (+$797)
Filed 2026-10-14
D.A. Davidson & Co.
DECREASED
Shares6,110 from 7,145
Change-1,035 (-14%)
Value$279.5K (-$48.9K)
Filed 2026-10-28
Southland Equity Partners LLC
DECREASED
Shares5,911 from 6,058
Change-147 (-2%)
Value$270.4K (-$8.0K)
Filed 2026-10-14
KOM Wealth Management Group, LLC
INCREASED
Shares4,936 from 4,897
Change+39 (+1%)
Value$225.8K (+$736)
Filed 2026-10-15
Hardin Capital Partners, LLC
INCREASED
Shares4,871 from 4,866
Change+5 (+0%)
Value$222.8K (-$991)
Filed 2026-10-09
Milestone Investment Advisors LLC
UNCHANGED
Shares4,805 from 4,805
Change0 (0%)
Value$219.8K (-$1.0K)
Filed 2026-11-05
Myecfo, LLC
UNCHANGED
Shares4,731 from 4,731
Change0 (0%)
Value$216.4K (-$1.0K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,717 from 4,575
Change+142 (+3%)
Value$215.8K (+$4.6K)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares4,542 from 5,453
Change-911 (-17%)
Value$207.8K (-$42.8K)
Filed 2026-10-21
Infinity Wealth Counsel, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$205.9K (-$967)
Filed 2026-10-15
Arvest Investments, Inc.
DECREASED
Shares3,403 from 3,590
Change-187 (-5%)
Value$155.7K (-$9.3K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares3,149 from 3,124
Change+25 (+1%)
Value$144.0K (+$481)
Filed 2026-11-05
Sage Mountain Advisors LLC
DECREASED
Shares1,976 from 2,060
Change-84 (-4%)
Value$90.4K (-$4.3K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$71.1K (-$334)
Filed 2026-10-13
Barrett & Company, Inc.
INCREASED
Shares933 from 47
Change+886 (+1885%)
Value$24.6K (+$22.5K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares929 from 921
Change+8 (+1%)
Value$42.5K (+$168)
Filed 2026-10-16
Peoples Financial Services Corp.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$36.6K (-$168)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares775 from 200
Change+575 (+288%)
Value$35.5K (+$26.3K)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$32.0K (-$150)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$25.4K (-$119)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares488 from 484
Change+4 (+1%)
Value$22.3K (+$73)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares293 from 291
Change+2 (+1%)
Value$13.4K (+$45)
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$9.1K (-$43)
Filed 2026-11-05
Breakwater Investment Management
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$7.8K (-$37)
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares100 from 99
Change+1 (+1%)
Value$4.6K (+$15)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares65
Change+65
Value$3.0K
Filed 2026-11-05
Gen-Wealth Partners Inc
DECREASED
Shares60 from 260
Change-200 (-77%)
Value$2.7K (-$9.2K)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.3K (-$10)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$183 (-$1)
Filed 2026-10-30
Phillip James Consulting Co.
CLOSED
Shares0 from 11,896
Change-11,896 (-100%)
Value$0 (-$520.6K)
Filed 2026-11-03
Stablepoint Partners, LLC
CLOSED
Shares0 from 5,848
Change-5,848 (-100%)
Value$0 (-$268.8K)
Filed 2026-11-03
Facet Wealth, Inc.
CLOSED
Shares0 from 4,417
Change-4,417 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-30
Morgan Stanley
N/A
Shares— from 884,037
Change-884,037 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 724,900
Change-724,900 (-100%)
Value—
UBS Group AG
N/A
Shares— from 382,023
Change-382,023 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 312,212
Change-312,212 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 294,945
Change-294,945 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 255,937
Change-255,937 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 212,224
Change-212,224 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 144,636
Change-144,636 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 138,583
Change-138,583 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 119,072
Change-119,072 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 98,768
Change-98,768 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 98,670
Change-98,670 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 97,165
Change-97,165 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 84,134
Change-84,134 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 67,917
Change-67,917 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,907
Change-67,907 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,729
Change-65,729 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 46,166
Change-46,166 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 45,764
Change-45,764 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 42,772
Change-42,772 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 42,143
Change-42,143 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 29,219
Change-29,219 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 25,634
Change-25,634 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 24,711
Change-24,711 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 22,369
Change-22,369 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 20,292
Change-20,292 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,366
Change-17,366 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,068
Change-17,068 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,601
Change-15,601 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 12,926
Change-12,926 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 12,662
Change-12,662 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,353
Change-12,353 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,060
Change-12,060 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,688
Change-11,688 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,251
Change-10,251 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,957
Change-8,957 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,672
Change-7,672 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 6,675
Change-6,675 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,099
Change-6,099 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,028
Change-6,028 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,735
Change-2,735 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 914
Change-914 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 525
Change-525 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 205
Change-205 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 148
Change-148 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 104
Change-104 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8
Change-8 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Concord Wealth Partners
INCREASED270,172263,359+6,813+3%$12.1M$12.4M+$255.0K2026-11-02
Concord Asset Management, LLC
INCREASED261,925251,768+10,157+4%$11.6M$12.0M+$410.5K2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED225,816221,483+4,333+2%$10.2M$10.3M+$150.6K2026-10-27
Allen Capital Group, LLC
INCREASED139,234138,398+836+1%$6.4M$6.4M+$8.5K2026-10-27
BIP Wealth, LLC
INCREASED50,04849,647+401+1%$2.3M$2.3M+$7.7K2026-10-22
Farther Finance Advisors, LLC
INCREASED47,39936,485+10,914+30%$1.7M$2.2M+$491.4K2026-10-08
McAdam, LLC
INCREASED42,16837,478+4,690+13%$1.7M$1.9M+$206.5K2026-10-21
FDx Advisors, Inc.
DECREASED33,88134,244-363-1%$1.6M$1.6K-$1.6M2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED27,48228,019-537-2%$1.3M$1.3M-$30.6K2026-11-05
Parallel Advisors, LLC
DECREASED25,62626,119-493-2%$1.2M$1.2M-$28.2K2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED24,90624,90600%$1.1M$1.1M-$5.4K2026-10-05
Key FInancial Inc
UNCHANGED24,28024,28000%$1.1M$1.1M-$5.2K2026-11-02
Partners Wealth Management, LLC
INCREASED23,25323,104+149+1%$1.1M$1.1M+$1.9K2026-10-28
Commonwealth Equity Services, LLC
INCREASED22,98518,965+4,020+21%$871.6K$1.1M+$179.8K2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED20,80621,226-420-2%$975.5K$951.8K-$23.8K2026-10-23
Dumont & Blake Investment Advisors LLC
DECREASED19,56619,591-250%$900.4K$895.0K-$5.4K2026-10-28
Winebrenner Capital Management LLC
DECREASED18,87220,535-1,663-8%$943.8K$863.3K-$80.5K2026-10-07
Truist Financial Corp
DECREASED17,43019,758-2,328-12%$908.1K$797.3K-$110.7K2026-10-30
Fifth Third Securities, Inc.
INCREASED16,72615,451+1,275+8%$710.1K$765.1K+$55.0K2026-10-21
Manske Wealth Management
UNCHANGED13,39213,39200%$615.5K$612.6K-$2.9K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED12,95413,196-242-2%$606.0K$593-$605.4K2026-11-02
Investment Partners, Ltd.
NEW12,572—+12,572——$575.1K—2026-10-29
AlphaCentric Advisors LLC
INCREASED11,56110,549+1,012+10%$484.8K$528.9K+$44.0K2026-11-03
Curbstone Financial Management Corp
INCREASED11,25810,658+600+6%$489.8K$515.0K+$25.2K2026-10-21
Kestra Advisory Services, LLC
INCREASED10,74710,548+199+2%$484.8K$491.6K+$6.9K2026-11-02
WealthPoint Financial, LLC
INCREASED9,6098,941+668+7%$410.9K$439.6K+$28.6K2026-11-03
Treasure Coast Financial Planning
INCREASED9,4719,225+246+3%$424.0K$433.3K+$9.3K2026-11-03
Creative Planning
DECREASED8,47411,830-3,356-28%$543.7K$387.7K-$156.1K2026-11-02
Fifth Third Bancorp
UNCHANGED8,2698,26900%$380.0K$378.3K-$1.8K2026-11-05
Wealthcare Advisory Partners LLC
UNCHANGED7,5957,59500%$349.1K$347.4K-$1.6K2026-10-21
TMB Capital Partners, LLC
DECREASED7,3887,439-51-1%$341.9K$338.0K-$3.9K2026-10-20
Creekside Partners
INCREASED6,7146,703+11+0%$308.0K$307.1K-$9112026-11-04
Balentine LLC
INCREASED6,6256,607+18+0%$303.7K$303.0K-$6172026-11-03
Fairfield Financial Advisors, LTD
INCREASED6,4166,369+47+1%$292.7K$293.5K+$7972026-10-14
D.A. Davidson & Co.
DECREASED6,1107,145-1,035-14%$328.4K$279.5K-$48.9K2026-10-28
Southland Equity Partners LLC
DECREASED5,9116,058-147-2%$278.4K$270.4K-$8.0K2026-10-14
KOM Wealth Management Group, LLC
INCREASED4,9364,897+39+1%$225.1K$225.8K+$7362026-10-15
Hardin Capital Partners, LLC
INCREASED4,8714,866+5+0%$223.8K$222.8K-$9912026-10-09
Milestone Investment Advisors LLC
UNCHANGED4,8054,80500%$220.8K$219.8K-$1.0K2026-11-05
Myecfo, LLC
UNCHANGED4,7314,73100%$217.4K$216.4K-$1.0K2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED4,7174,575+142+3%$211.2K$215.8K+$4.6K2026-10-13
Assetmark, Inc
DECREASED4,5425,453-911-17%$250.6K$207.8K-$42.8K2026-10-21
Infinity Wealth Counsel, LLC
UNCHANGED4,5004,50000%$206.8K$205.9K-$9672026-10-15
Arvest Investments, Inc.
DECREASED3,4033,590-187-5%$165.0K$155.7K-$9.3K2026-10-21
Larson Financial Group LLC
INCREASED3,1493,124+25+1%$143.6K$144.0K+$4812026-11-05
Sage Mountain Advisors LLC
DECREASED1,9762,060-84-4%$94.7K$90.4K-$4.3K2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED1,5551,55500%$71.5K$71.1K-$3342026-10-13
Barrett & Company, Inc.
INCREASED93347+886+1885%$2.2K$24.6K+$22.5K2026-10-22
IFP Advisors, Inc
INCREASED929921+8+1%$42.3K$42.5K+$1682026-10-16
Peoples Financial Services Corp.
UNCHANGED80080000%$36.8K$36.6K-$1682026-10-20
Triumph Capital Management
INCREASED775200+575+288%$9.2K$35.5K+$26.3K2026-10-14
Central Trust Co
UNCHANGED70070000%$32.2K$32.0K-$1502026-11-05
Asset Dedication, LLC
UNCHANGED55555500%$25.5K$25.4K-$1192026-11-03
Mather Group, Llc.
INCREASED488484+4+1%$22.2K$22.3K+$732026-10-14
Parkside Financial Bank & Trust
INCREASED293291+2+1%$13.4K$13.4K+$452026-10-27
US Bancorp \de\
UNCHANGED19819800%$9.1K$9.1K-$432026-11-05
Breakwater Investment Management
UNCHANGED17017000%$7.8K$7.8K-$372026-10-20
Buck Wealth Strategies, LLC
INCREASED10099+1+1%$4.6K$4.6K+$152026-10-28
Jacobi Capital Management LLC
NEW65—+65——$3.0K—2026-11-05
Gen-Wealth Partners Inc
DECREASED60260-200-77%$12.0K$2.7K-$9.2K2026-11-04
Lanark Financial, Inc.
UNCHANGED505000%$2.3K$2.3K-$102026-10-26
Compass Financial Management LLC
UNCHANGED4400%$184$183-$12026-10-30
Phillip James Consulting Co.
CLOSED011,896-11,896-100%$520.6K$0-$520.6K2026-11-03
Stablepoint Partners, LLC
CLOSED05,848-5,848-100%$268.8K$0-$268.8K2026-11-03
Facet Wealth, Inc.
CLOSED04,417-4,417-100%$203.0K$0-$203.0K2026-11-04
Capital Investment Advisory Services, LLC
CLOSED0258-258-100%$11.9K$0-$11.9K2026-10-30
Morgan Stanley
N/A—884,037-884,037-100%$40.6M———
Bank of America Corp
N/A—724,900-724,900-100%$33.3M———
UBS Group AG
N/A—382,023-382,023-100%$17.6M———
Wells Fargo & Company
N/A—312,212-312,212-100%$14.3M———
Columbia River Financial Group, LLC
N/A—294,945-294,945-100%$13.6M———
Baker Avenue Asset Management, LP
N/A—255,937-255,937-100%$11.8M———
LPL Financial LLC
N/A—212,224-212,224-100%$9.8M———
Osaic Holdings, Inc.
N/A—144,636-144,636-100%$6.7M———
Focus Partners Wealth
N/A—138,583-138,583-100%$6.4M———
MML Investors Services, LLC
N/A—119,072-119,072-100%$5.5M———
Northwestern Mutual Wealth Management Co
N/A—98,768-98,768-100%$4.5M———
Stifel Financial Corp
N/A—98,670-98,670-100%$4.5M———
Royal Bank of Canada
N/A—97,165-97,165-100%$4.5M———
Envestnet Asset Management Inc
N/A—84,134-84,134-100%$3.9M———
Mount Lucas Management LP
N/A—67,917-67,917-100%$3.1M———
Cetera Investment Advisers
N/A—67,907-67,907-100%$3.1M———
Raymond James Financial Inc
N/A—65,729-65,729-100%$3.0M———
Private Advisor Group, LLC
N/A—46,166-46,166-100%$2.1M———
Mercer Global Advisors Inc
N/A—45,764-45,764-100%$2.1M———
Jones Financial Companies Lllp
N/A—42,772-42,772-100%$2.0M———
Equitable Holdings, Inc.
N/A—42,143-42,143-100%$1.9M———
Invesco Ltd.
N/A—29,219-29,219-100%$1.3M———
AlTi Global, Inc.
N/A—25,634-25,634-100%$1.2M———
Flow Traders U.S. LLC
N/A—24,711-24,711-100%$1.1M———
HBK Sorce Advisory LLC
N/A—22,369-22,369-100%$1.1M———
Novak & Powell Financial Services, Inc.
N/A—20,292-20,292-100%$932.6K———
JPMorgan Chase & Co
N/A—18,319-18,319-100%$845.6K———
HighTower Advisors, LLC
N/A—17,366-17,366-100%$798.1K———
Citadel Advisors LLC
N/A—17,068-17,068-100%$784.4K———
Janney Montgomery Scott LLC
N/A—15,601-15,601-100%$717.0K———
HRT Financial LP
N/A—15,594-15,594-100%$716.0K———
Global Retirement Partners, LLC
N/A—14,800-14,800-100%$680.2K———
Savant Capital, LLC
N/A—12,926-12,926-100%$591.9K———
Hyundai Investments Co., Ltd.
N/A—12,662-12,662-100%$584.5K———
Composition Wealth, LLC
N/A—12,353-12,353-100%$567.7K———
NewEdge Advisors, LLC
N/A—12,060-12,060-100%$554.3K———
Capital Analysts, LLC
N/A—11,688-11,688-100%$537.0K———
Rockefeller Capital Management L.P.
N/A—10,251-10,251-100%$471.2K———
Integrated Wealth Concepts LLC
N/A—9,697-9,697-100%$445.7K———
PFG Investments, LLC
N/A—8,957-8,957-100%$411.7K———
Mariner, LLC
N/A—8,223-8,223-100%$377.9K———
Jane Street Group, LLC
N/A—8,142-8,142-100%$374.2K———
Moneta Group Investment Advisors LLC
N/A—7,740-7,740-100%$355.7K———
Susquehanna International Group, LLP
N/A—7,672-7,672-100%$352.6K———
Rehmann Capital Advisory Group
N/A—7,560-7,560-100%$347.5K———
MB Generational Wealth, LLC
N/A—6,928-6,928-100%$318.4K———
Counterweight Ventures, LLC
N/A—6,675-6,675-100%$306.8K———
MAI Capital Management
N/A—6,099-6,099-100%$280.3K———
Cerity Partners LLC
N/A—6,028-6,028-100%$277.0K———
Sequent Planning LLC
N/A—5,545-5,545-100%$254.9K———
Pinnacle Financial Partners, Inc.
N/A—5,237-5,237-100%$240.7K———
CIBC World Market Inc.
N/A—4,555-4,555-100%$209.3K———
Harbour Investments, Inc.
N/A—4,270-4,270-100%$196.3K———
National Bank of Canada
N/A—4,050-4,050-100%$185.8K———
FMR LLC
N/A—3,211-3,211-100%$147.6K———
Continuum Advisory, LLC
N/A—2,924-2,924-100%$134.4K———
Clearstead Trust, LLC
N/A—2,907-2,907-100%$133.6K———
Crews Bank & Trust
N/A—2,735-2,735-100%$125.7K———
Vanguard National Trust Co
N/A—2,548-2,548-100%$117.1K———
Centaurus Financial, Inc.
N/A—2,373-2,373-100%$109.0K———
PNC Financial Services Group, Inc.
N/A—1,993-1,993-100%$91.6K———
Geneos Wealth Management Inc.
N/A—1,254-1,254-100%$57.6K———
Regatta Research & Money Management
N/A—914-914-100%$42.0K———
FAS Wealth Partners, Inc.
N/A—768-768-100%$35.3K———
Colonial Trust Co / SC
N/A—611-611-100%$28.2K———
Glen Eagle Advisors, LLC
N/A—603-603-100%$27.7K———
Allworth Financial LP
N/A—525-525-100%$24.1K———
WealthShield Partners, LLC
N/A—226-226-100%$10.4K———
Qube Research & Technologies Ltd
N/A—205-205-100%$9.4K———
Founders Financial Alliance, LLC
N/A—161-161-100%$7.4K———
Arax Advisory Partners
N/A—148-148-100%$6.8K———
Steward Partners Investment Advisory, LLC
N/A—116-116-100%$5.3K———
Vanguard Advisers Inc
N/A—104-104-100%$4.8K———
UBS Asset Management Americas LLC
N/A—92-92-100%$4.2K———
Tower Research Capital LLC (TRC)
N/A—8-8-100%$368———
Huntington National Bank
N/A—1-1-100%$46———
Showing 142 of 142 institutions