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State Street Spdr Msci Acwi (CWI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
INCREASED
Shares4,732,133 from 4,698,754
Change+33,379 (+1%)
Value$191.2M (+$127.2K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares3,929,268 from 3,751,310
Change+177,958 (+5%)
Value$158.8M (+$6.2M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares3,372,720 from 3,228,420
Change+144,300 (+4%)
Value$136.3M (+$5.0M)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares2,176,046 from 2,270,916
Change-94,870 (-4%)
Value$87.9M (-$4.4M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares2,071,111 from 1,669,007
Change+402,104 (+24%)
Value$83.7M (+$15.8M)
Filed 2026-11-06
Globalt Investments LLC / GA
DECREASED
Shares1,416,907 from 1,449,863
Change-32,956 (-2%)
Value$57.3M (-$1.7M)
Filed 2026-10-27
Hengehold Capital Management LLC
INCREASED
Shares1,215,549 from 1,214,749
Change+800 (+0%)
Value$49.1M (-$283.5K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares1,035,414 from 1,027,849
Change+7,565 (+1%)
Value$41.8M (+$38.5K)
Filed 2026-10-30
Lodestar Private Asset Management LLC
DECREASED
Shares862,667 from 895,548
Change-32,881 (-4%)
Value$34.9M (-$1.6M)
Filed 2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares843,691 from 861,432
Change-17,741 (-2%)
Value$34.1M (-$940.9K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares716,773 from 642,125
Change+74,648 (+12%)
Value$29.0M (+$2.8M)
Filed 2026-10-13
Jacobi Capital Management LLC
DECREASED
Shares628,051 from 628,879
Change-828 (0%)
Value$25.4M (-$196.9K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares618,459 from 627,989
Change-9,530 (-2%)
Value$25.0M (-$548.4K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares444,082 from 445,173
Change-1,091 (0%)
Value$17.9M (-$159.8K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares421,095 from 421,095
Change0 (0%)
Value$17.0M (-$109.5K)
Filed 2026-10-23
Friday Financial
INCREASED
Shares368,299 from 265,560
Change+102,739 (+39%)
Value$14.8M (+$4.1M)
Filed 2026-10-09
Atlas Private Wealth Advisors
INCREASED
Shares359,848 from 345,135
Change+14,713 (+4%)
Value$14.5M (+$504.8K)
Filed 2026-10-23
Arcadia Investment Advisors LLC
DECREASED
Shares289,548 from 307,362
Change-17,814 (-6%)
Value$11.7M (-$799.8K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares276,380 from 279,708
Change-3,328 (-1%)
Value$11.0M (-$311.8K)
Filed 2026-10-13
IAG Wealth Partners, LLC
DECREASED
Shares274,095 from 282,870
Change-8,775 (-3%)
Value$11.1M (-$428.2K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares222,511 from 220,363
Change+2,148 (+1%)
Value$9.0M (+$29.5K)
Filed 2026-11-02
Portus Wealth Advisors, LLC
INCREASED
Shares220,997 from 220,496
Change+501 (+0%)
Value$8.9M (-$37.1K)
Filed 2026-10-13
Nisa Investment Advisors, LLC
UNCHANGED
Shares199,000 from 199,000
Change0 (0%)
Value$8.0M (-$51.7K)
Filed 2026-10-20
Courage Miller Partners, LLC
INCREASED
Shares186,611 from 186,320
Change+291 (+0%)
Value$7.5M (-$36.7K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares179,825 from 136,630
Change+43,195 (+32%)
Value$7.3M (+$1.7M)
Filed 2026-10-28
Opal Wealth Advisors, LLC
INCREASED
Shares160,272 from 151,249
Change+9,023 (+6%)
Value$6.5M (+$325.3K)
Filed 2026-10-16
Clearstead Advisors, LLC
UNCHANGED
Shares160,157 from 160,157
Change0 (0%)
Value$6.5M (-$41.6K)
Filed 2026-11-06
Brady Martz Wealth Solutions, LLC
DECREASED
Shares147,553 from 177,774
Change-30,221 (-17%)
Value$6.0M (-$1.3M)
Filed 2026-11-05
Valmark Advisers, Inc.
DECREASED
Shares144,724 from 148,606
Change-3,882 (-3%)
Value$5.8M (-$195.5K)
Filed 2026-11-06
Sterling Group Wealth Management, LLC
INCREASED
Shares142,561 from 141,423
Change+1,138 (+1%)
Value$5.8M (+$9.2K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares140,659 from 140,659
Change0 (0%)
Value$5.7M (-$36.6K)
Filed 2026-11-02
Midwest Trust Co
INCREASED
Shares140,432 from 129,527
Change+10,905 (+8%)
Value$5.7M (+$407.0K)
Filed 2026-10-22
CWC Advisors, Llc.
INCREASED
Shares138,118 from 135,144
Change+2,974 (+2%)
Value$5.6M (+$85.0K)
Filed 2026-10-15
Montecito Bank & Trust
INCREASED
Shares130,684 from 129,973
Change+711 (+1%)
Value$5.3M (-$5.1K)
Filed 2026-10-01
Novem Group
INCREASED
Shares115,610 from 109,572
Change+6,038 (+6%)
Value$4.7M (+$215.5K)
Filed 2026-10-19
Chesley Taft & Associates LLC
INCREASED
Shares114,592 from 97,497
Change+17,095 (+18%)
Value$4.6M (+$665.5K)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares109,248 from 229,701
Change-120,453 (-52%)
Value$4.4M (-$4.5M)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares105,039 from 111,244
Change-6,205 (-6%)
Value$4.2M (-$279.7K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares98,140 from 101,084
Change-2,944 (-3%)
Value$4.0M (-$145.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares97,169 from 151,687
Change-54,518 (-36%)
Value$3.9K (-$6.2M)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares84,645 from 85,375
Change-730 (-1%)
Value$3.4M (-$51.7K)
Filed 2026-10-14
Meitav Investment House LTD
INCREASED
Shares81,742 from 64,494
Change+17,248 (+27%)
Value$3.3M (+$680.2K)
Filed 2026-10-28
Meridian Investment Counsel Inc.
DECREASED
Shares69,039 from 70,239
Change-1,200 (-2%)
Value$2.8M (-$66.8K)
Filed 2026-10-14
Ironsides Asset Advisors, LLC
DECREASED
Shares54,034 from 69,130
Change-15,096 (-22%)
Value$2.2M (-$628.0K)
Filed 2026-10-20
Eastern Bank
DECREASED
Shares46,263 from 51,952
Change-5,689 (-11%)
Value$1.9M (-$243.4K)
Filed 2026-10-05
Creative Planning
INCREASED
Shares44,677 from 44,354
Change+323 (+1%)
Value$1.8M (+$1.5K)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares40,081 from 41,141
Change-1,060 (-3%)
Value$1.6M (-$53.5K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares38,064 from 37,635
Change+429 (+1%)
Value$1.5M (+$7.6K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares33,463 from 32,644
Change+819 (+3%)
Value$1.4M (+$24.8K)
Filed 2026-10-08
Financial Consulate, Inc
DECREASED
Shares29,577 from 29,657
Change-80 (0%)
Value$1.2M (-$10.9K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED
Shares28,977 from 30,603
Change-1,626 (-5%)
Value$1.2M (-$73.7K)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares28,225 from 27,965
Change+260 (+1%)
Value$1.1M (+$3.2K)
Filed 2026-10-14
HBK Sorce Advisory LLC
DECREASED
Shares27,419 from 28,022
Change-603 (-2%)
Value$1.1M (-$95.2K)
Filed 2026-11-06
Sage Financial Group Inc
UNCHANGED
Shares25,978 from 25,978
Change0 (0%)
Value$1.0M (-$6.8K)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares24,857 from 25,876
Change-1,019 (-4%)
Value$1.0M (-$47.9K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares24,675 from 25,177
Change-502 (-2%)
Value$997.1K (-$26.9K)
Filed 2026-11-05
CWA Asset Management Group, LLC
NEW
Shares23,125
Change+23,125
Value$934.5K
Filed 2026-10-19
Midwest Capital Advisors, LLC
INCREASED
Shares21,504 from 20,707
Change+797 (+4%)
Value$869.0K (+$26.8K)
Filed 2026-11-04
Rare Wolf Capital LLC
UNCHANGED
Shares21,298 from 21,298
Change0 (0%)
Value$860.7K (-$5.5K)
Filed 2026-10-20
Kagan Cocozza Asset Management
DECREASED
Shares20,119 from 20,125
Change-6 (0%)
Value$813.0K (-$5.5K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares19,306 from 19,306
Change0 (0%)
Value$780.2K (-$5.0K)
Filed 2026-10-05
Simplicity Wealth,LLC
INCREASED
Shares17,891 from 16,830
Change+1,061 (+6%)
Value$723.0K (+$38.5K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares17,793 from 23,414
Change-5,621 (-24%)
Value$719 (-$951.3K)
Filed 2026-10-22
Bokf, NA
UNCHANGED
Shares17,553 from 17,553
Change0 (0%)
Value$709.3K (-$4.6K)
Filed 2026-10-27
Iowa State Bank
DECREASED
Shares17,126 from 17,346
Change-220 (-1%)
Value$692.1K (-$13.4K)
Filed 2026-10-06
BlueChip Wealth Advisors LLC
NEW
Shares16,614
Change+16,614
Value$671.4K
Filed 2026-11-03
Kure Advisory, LLC
UNCHANGED
Shares15,762 from 15,762
Change0 (0%)
Value$636.9K (-$4.1K)
Filed 2026-10-08
Clarity Capital Advisors, LLC
UNCHANGED
Shares15,388 from 15,388
Change0 (0%)
Value$621.8K (-$4.0K)
Filed 2026-10-27
SpringVest Wealth Management LLC
INCREASED
Shares14,240 from 13,384
Change+856 (+6%)
Value$575.4K (+$31.1K)
Filed 2026-10-27
SMI Advisory Services, LLC
DECREASED
Shares14,009 from 14,684
Change-675 (-5%)
Value$564.3K (-$36.4K)
Filed 2026-10-13
Mitchell Capital Management Co
INCREASED
Shares13,953 from 13,030
Change+923 (+7%)
Value$563.8K (+$33.9K)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares13,642 from 13,924
Change-282 (-2%)
Value$551.3K (-$15.0K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
UNCHANGED
Shares13,580 from 13,580
Change0 (0%)
Value$548.8K (-$3.5K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares13,258 from 13,508
Change-250 (-2%)
Value$535.8K (-$13.6K)
Filed 2026-11-04
Towneley Capital Management, Inc / de
DECREASED
Shares13,107 from 14,514
Change-1,407 (-10%)
Value$529.7K (-$60.6K)
Filed 2026-10-09
Radnor Capital Management, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$484.9K (-$3.1K)
Filed 2026-10-23
William Mack & Associates, Inc.
NEW
Shares11,728
Change+11,728
Value$473.9K
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares11,560 from 12,511
Change-951 (-8%)
Value$467.1K (-$41.7K)
Filed 2026-10-26
Moneco Advisors, LLC
UNCHANGED
Shares10,804 from 10,804
Change0 (0%)
Value$436.6K (-$2.8K)
Filed 2026-11-05
Stegner Investment Associates Inc.
UNCHANGED
Shares10,178 from 10,178
Change0 (0%)
Value$411.3K (-$2.6K)
Filed 2026-10-15
Wealthcare Capital Management LLC
DECREASED
Shares10,129 from 11,383
Change-1,254 (-11%)
Value$409.3K (-$53.6K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares10,128 from 13,849
Change-3,721 (-27%)
Value$409.3K (-$154.0K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,126 from 10,119
Change+7 (+0%)
Value$409.2K (-$2.3K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
UNCHANGED
Shares10,031 from 10,031
Change0 (0%)
Value$400.3K (-$7.6K)
Filed 2026-10-27
Lantern Wealth Advisors, LLC
UNCHANGED
Shares9,950 from 9,950
Change0 (0%)
Value$402.1K (-$2.6K)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares9,815 from 9,815
Change0 (0%)
Value$396.6K (-$2.6K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares9,441 from 13,655
Change-4,214 (-31%)
Value$381.5K (-$173.8K)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
DECREASED
Shares9,431 from 10,375
Change-944 (-9%)
Value$381.1K (-$40.8K)
Filed 2026-10-14
Avestar Capital, LLC
UNCHANGED
Shares9,363 from 9,363
Change0 (0%)
Value$378.4K (-$2.4K)
Filed 2026-10-28
Krilogy Financial LLC
UNCHANGED
Shares9,241 from 9,241
Change0 (0%)
Value$370.6K (-$5.3K)
Filed 2026-10-13
Choreo, LLC
UNCHANGED
Shares9,195 from 9,195
Change0 (0%)
Value$371.6K (-$2.4K)
Filed 2026-10-28
ARS Investment Partners, LLC
UNCHANGED
Shares8,579 from 8,579
Change0 (0%)
Value$346.7K (-$2.2K)
Filed 2026-11-05
Sentry LLC
UNCHANGED
Shares8,250 from 8,250
Change0 (0%)
Value$333.4K (-$2.1K)
Filed 2026-10-30
BIP Wealth, LLC
UNCHANGED
Shares7,382 from 7,382
Change0 (0%)
Value$298.3K (-$1.9K)
Filed 2026-10-22
Center For Asset Management LLC
UNCHANGED
Shares7,097 from 7,097
Change0 (0%)
Value$286.8K (-$1.8K)
Filed 2026-10-16
Sage Mountain Advisors LLC
UNCHANGED
Shares7,067 from 7,067
Change0 (0%)
Value$285.6K (-$1.8K)
Filed 2026-11-02
Cooke Wealth Management, LLC
UNCHANGED
Shares7,007 from 7,007
Change0 (0%)
Value$283.2K (-$1.8K)
Filed 2026-10-13
Old National Bancorp
UNCHANGED
Shares6,811 from 6,811
Change0 (0%)
Value$275.2K (-$1.8K)
Filed 2026-10-20
Capstone Wealth Management Group, Inc.
NEW
Shares6,632
Change+6,632
Value$268.0K
Filed 2026-10-19
Penney Financial, LLC
UNCHANGED
Shares6,540 from 6,540
Change0 (0%)
Value$264.3K (-$1.7K)
Filed 2026-10-20
RVW Wealth, LLC
UNCHANGED
Shares6,425 from 6,425
Change0 (0%)
Value$259.6K (-$1.7K)
Filed 2026-10-06
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares6,411 from 6,411
Change0 (0%)
Value$259.1K (-$1.7K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares6,341 from 6,285
Change+56 (+1%)
Value$256.3K (+$628)
Filed 2026-10-21
Sharkey, Howes & Javer
UNCHANGED
Shares6,324 from 6,324
Change0 (0%)
Value$255.6K (-$1.6K)
Filed 2026-10-22
Pinion Investment Advisors, LLC
DECREASED
Shares6,297 from 6,979
Change-682 (-10%)
Value$254.5K (-$29.4K)
Filed 2026-11-04
GoalVest Advisory LLC
DECREASED
Shares6,297 from 6,979
Change-682 (-10%)
Value$254.5K (-$29.4K)
Filed 2026-10-02
Deutsche Bank Ag\
UNCHANGED
Shares6,149 from 6,149
Change0 (0%)
Value$248.5K (-$1.6K)
Filed 2026-11-06
First National Trust Co
UNCHANGED
Shares5,918 from 5,918
Change0 (0%)
Value$239.1K (-$1.5K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares5,818 from 5,423
Change+395 (+7%)
Value$235.1K (+$14.6K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares5,775 from 5,775
Change0 (0%)
Value$233.4K (-$1.5K)
Filed 2026-10-26
Redwood Financial Network Corp
INCREASED
Shares5,693 from 5,657
Change+36 (+1%)
Value$230.0K (-$20)
Filed 2026-11-03
Vise Technologies, Inc.
UNCHANGED
Shares5,558 from 5,558
Change0 (0%)
Value$224.6K (-$1.4K)
Filed 2026-10-29
RFG - Bristol Wealth Advisors, LLC
UNCHANGED
Shares5,474 from 5,474
Change0 (0%)
Value$221.2K (-$1.4K)
Filed 2026-10-09
Regions Financial Corp
UNCHANGED
Shares5,414 from 5,414
Change0 (0%)
Value$218.8K (-$1.4K)
Filed 2026-11-05
Rockland Trust Co
UNCHANGED
Shares5,397 from 5,397
Change0 (0%)
Value$218.1K (-$1.4K)
Filed 2026-10-05
Grey Ledge Advisors, LLC
UNCHANGED
Shares5,245 from 5,245
Change0 (0%)
Value$212.0K (-$1.4K)
Filed 2026-11-02
True Link Financial Advisors, LLC
DECREASED
Shares5,109 from 5,113
Change-4 (0%)
Value$206.5K (-$1.5K)
Filed 2026-10-27
DMC Group, LLC
DECREASED
Shares5,044 from 10,148
Change-5,104 (-50%)
Value$203.8K (-$208.9K)
Filed 2026-10-26
Washington Trust Co
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$203.1K (-$1.3K)
Filed 2026-10-22
Sanders Morris Harris LLC
NEW
Shares5,000
Change+5,000
Value$205.2K
Filed 2026-10-14
JFS Wealth Advisors, LLC
DECREASED
Shares4,487 from 5,005
Change-518 (-10%)
Value$181.3K (-$22.2K)
Filed 2026-11-03
First Pacific Financial
UNCHANGED
Shares4,397 from 4,397
Change0 (0%)
Value$177.7K (-$1.1K)
Filed 2026-10-14
10Elms LLP
DECREASED
Shares3,801 from 4,200
Change-399 (-9%)
Value$153.6K (-$17.2K)
Filed 2026-11-06
Private Wealth Management Group, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$129.3K (-$832)
Filed 2026-10-19
CoreCap Advisors, LLC
UNCHANGED
Shares2,903 from 2,903
Change0 (0%)
Value$117.3K (-$755)
Filed 2026-10-08
SYM Financial Corp
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$87.9K (-$565)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$69.4K (+$69.3K)
Filed 2026-11-06
Main Street Group, LTD
INCREASED
Shares1,416 from 1,285
Change+131 (+10%)
Value$57.2K (+$5.0K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,407 from 1,191
Change+216 (+18%)
Value$56.9K (+$8.4K)
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares1,397 from 1,397
Change0 (0%)
Value$56.5K (-$363)
Filed 2026-10-28
First Community Trust NA
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$53.0K (-$341)
Filed 2026-10-07
Newton One Investments LLC
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$52.4K (-$337)
Filed 2026-10-14
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,292 from 1,292
Change0 (0%)
Value$51.9K (+$129)
Filed 2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$42.2K (-$271)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares1,030 from 786
Change+244 (+31%)
Value$41.6K (+$9.7K)
Filed 2026-10-22
Vima LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$30.3K (-$194)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$22.7K (-$146)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$21.8K (-$140)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$21.3K (-$138)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$21.1K (-$136)
Filed 2026-10-26
Assetmark, Inc
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$19.4K (-$125)
Filed 2026-10-21
Clean Yield Group
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$18.7K (-$121)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares389 from 838
Change-449 (-54%)
Value$15.7K (-$18.4K)
Filed 2026-10-15
Gamma Investing LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$15.1K (-$98)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$15 ($0)
Filed 2026-11-04
Joseph Group Capital Management
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$13.0K (-$84)
Filed 2026-11-04
Compass Wealth Management LLC
NEW
Shares314
Change+314
Value$12.7K
Filed 2026-10-22
Davis Capital Management
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$9.6K (-$61)
Filed 2026-10-08
Simplex Trading, LLC
NEW
Shares158
Change+158
Value$6.4K
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$6.2K (-$40)
Filed 2026-10-30
Russell Investments Group, Ltd.
NEW
Shares141
Change+141
Value$5.7K
Filed 2026-11-06
Compass Financial Management LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$3.8K (-$24)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.0K ($0)
Filed 2026-11-06
Wilkerson Advisory Group LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$929 (-$6)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares12
Change+12
Value$485
Filed 2026-10-30
Ethic Inc.
CLOSED
Shares0 from 16,214
Change-16,214 (-100%)
Value$0 (-$659.4K)
Filed 2026-11-03
Todd Asset Management LLC
CLOSED
Shares0 from 8,483
Change-8,483 (-100%)
Value$0 (-$345.0K)
Filed 2026-10-27
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 7,045
Change-7,045 (-100%)
Value$0 (-$286.5K)
Filed 2026-10-16
Tsfg, LLC
CLOSED
Shares0 from 1,969
Change-1,969 (-100%)
Value$0 (-$80.0K)
Filed 2026-10-23
MCF Advisors LLC
CLOSED
Shares0 from 667
Change-667 (-100%)
Value$0 (-$27.1K)
Filed 2026-10-28
BankPlus Trust Department
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$19.0K)
Filed 2026-11-06
Investors Research Corp
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-07
Angeles Wealth Management, LLC
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-26
Fifth Third Bancorp
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 9,374,374
Change-9,374,374 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,853,458
Change-1,853,458 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 988,601
Change-988,601 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 945,625
Change-945,625 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 802,257
Change-802,257 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 694,399
Change-694,399 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 616,487
Change-616,487 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 601,607
Change-601,607 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 443,931
Change-443,931 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 438,294
Change-438,294 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 427,879
Change-427,879 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 369,468
Change-369,468 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 355,329
Change-355,329 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 347,210
Change-347,210 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 346,048
Change-346,048 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 319,386
Change-319,386 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 314,489
Change-314,489 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 308,229
Change-308,229 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 296,901
Change-296,901 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 279,603
Change-279,603 (-100%)
Value—
UBS Group AG
N/A
Shares— from 277,979
Change-277,979 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 268,290
Change-268,290 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 256,192
Change-256,192 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 243,680
Change-243,680 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 211,015
Change-211,015 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 190,834
Change-190,834 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 186,518
Change-186,518 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 183,600
Change-183,600 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 172,132
Change-172,132 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 171,959
Change-171,959 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 137,269
Change-137,269 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 128,892
Change-128,892 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 126,394
Change-126,394 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 107,193
Change-107,193 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 92,809
Change-92,809 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 91,457
Change-91,457 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 88,895
Change-88,895 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 84,047
Change-84,047 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 82,795
Change-82,795 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 82,743
Change-82,743 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 81,041
Change-81,041 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 77,425
Change-77,425 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 77,123
Change-77,123 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 76,028
Change-76,028 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 73,133
Change-73,133 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 69,818
Change-69,818 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 68,146
Change-68,146 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 59,081
Change-59,081 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 56,539
Change-56,539 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 55,086
Change-55,086 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 53,676
Change-53,676 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 52,534
Change-52,534 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 50,934
Change-50,934 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 50,614
Change-50,614 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 49,665
Change-49,665 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 48,228
Change-48,228 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 44,359
Change-44,359 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 38,709
Change-38,709 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 37,808
Change-37,808 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 36,343
Change-36,343 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 30,041
Change-30,041 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 29,205
Change-29,205 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 26,562
Change-26,562 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,661
Change-24,661 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 23,790
Change-23,790 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 23,341
Change-23,341 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 18,846
Change-18,846 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 18,171
Change-18,171 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 17,664
Change-17,664 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 15,965
Change-15,965 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,817
Change-15,817 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 15,448
Change-15,448 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 14,379
Change-14,379 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 13,894
Change-13,894 (-100%)
Value—
Blair William & Co
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 12,977
Change-12,977 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 12,596
Change-12,596 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,136
Change-12,136 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,426
Change-11,426 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,582
Change-10,582 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 10,541
Change-10,541 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 9,658
Change-9,658 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,756
Change-8,756 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 7,663
Change-7,663 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,987
Change-6,987 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 6,387
Change-6,387 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 5,137
Change-5,137 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 916
Change-916 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 621
Change-621 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 526
Change-526 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 372
Change-372 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 281
Change-281 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 136
Change-136 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
INCREASED4,732,1334,698,754+33,379+1%$191.1M$191.2M+$127.2K2026-11-06
Merit Financial Group, LLC
INCREASED3,929,2683,751,310+177,958+5%$152.6M$158.8M+$6.2M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED3,372,7203,228,420+144,300+4%$131.3M$136.3M+$5.0M2026-11-03
Avantax Planning Partners, Inc.
DECREASED2,176,0462,270,916-94,870-4%$92.4M$87.9M-$4.4M2026-11-03
LPL Financial LLC
INCREASED2,071,1111,669,007+402,104+24%$67.9M$83.7M+$15.8M2026-11-06
Globalt Investments LLC / GA
DECREASED1,416,9071,449,863-32,956-2%$59.0M$57.3M-$1.7M2026-10-27
Hengehold Capital Management LLC
INCREASED1,215,5491,214,749+800+0%$49.4M$49.1M-$283.5K2026-10-16
Truist Financial Corp
INCREASED1,035,4141,027,849+7,565+1%$41.8M$41.8M+$38.5K2026-10-30
Lodestar Private Asset Management LLC
DECREASED862,667895,548-32,881-4%$36.4M$34.9M-$1.6M2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED843,691861,432-17,741-2%$35.0M$34.1M-$940.9K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED716,773642,125+74,648+12%$26.1M$29.0M+$2.8M2026-10-13
Jacobi Capital Management LLC
DECREASED628,051628,879-8280%$25.6M$25.4M-$196.9K2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED618,459627,989-9,530-2%$25.5M$25.0M-$548.4K2026-10-13
Gerber Kawasaki Wealth & Investment Management
DECREASED444,082445,173-1,0910%$18.1M$17.9M-$159.8K2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED421,095421,09500%$17.1M$17.0M-$109.5K2026-10-23
Friday Financial
INCREASED368,299265,560+102,739+39%$10.7M$14.8M+$4.1M2026-10-09
Atlas Private Wealth Advisors
INCREASED359,848345,135+14,713+4%$14.0M$14.5M+$504.8K2026-10-23
Arcadia Investment Advisors LLC
DECREASED289,548307,362-17,814-6%$12.5M$11.7M-$799.8K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED276,380279,708-3,328-1%$11.3M$11.0M-$311.8K2026-10-13
IAG Wealth Partners, LLC
DECREASED274,095282,870-8,775-3%$11.5M$11.1M-$428.2K2026-11-06
Commonwealth Equity Services, LLC
INCREASED222,511220,363+2,148+1%$9.0M$9.0M+$29.5K2026-11-02
Portus Wealth Advisors, LLC
INCREASED220,997220,496+501+0%$9.0M$8.9M-$37.1K2026-10-13
Nisa Investment Advisors, LLC
UNCHANGED199,000199,00000%$8.1M$8.0M-$51.7K2026-10-20
Courage Miller Partners, LLC
INCREASED186,611186,320+291+0%$7.6M$7.5M-$36.7K2026-10-21
TD Private Client Wealth LLC
INCREASED179,825136,630+43,195+32%$5.6M$7.3M+$1.7M2026-10-28
Opal Wealth Advisors, LLC
INCREASED160,272151,249+9,023+6%$6.2M$6.5M+$325.3K2026-10-16
Clearstead Advisors, LLC
UNCHANGED160,157160,15700%$6.5M$6.5M-$41.6K2026-11-06
Brady Martz Wealth Solutions, LLC
DECREASED147,553177,774-30,221-17%$7.2M$6.0M-$1.3M2026-11-05
Valmark Advisers, Inc.
DECREASED144,724148,606-3,882-3%$6.0M$5.8M-$195.5K2026-11-06
Sterling Group Wealth Management, LLC
INCREASED142,561141,423+1,138+1%$5.8M$5.8M+$9.2K2026-11-03
Walkner Condon Financial Advisors LLC
UNCHANGED140,659140,65900%$5.7M$5.7M-$36.6K2026-11-02
Midwest Trust Co
INCREASED140,432129,527+10,905+8%$5.3M$5.7M+$407.0K2026-10-22
CWC Advisors, Llc.
INCREASED138,118135,144+2,974+2%$5.5M$5.6M+$85.0K2026-10-15
Montecito Bank & Trust
INCREASED130,684129,973+711+1%$5.3M$5.3M-$5.1K2026-10-01
Novem Group
INCREASED115,610109,572+6,038+6%$4.5M$4.7M+$215.5K2026-10-19
Chesley Taft & Associates LLC
INCREASED114,59297,497+17,095+18%$4.0M$4.6M+$665.5K2026-10-13
Savant Capital, LLC
DECREASED109,248229,701-120,453-52%$8.9M$4.4M-$4.5M2026-11-06
Capital Investment Advisors, LLC
DECREASED105,039111,244-6,205-6%$4.5M$4.2M-$279.7K2026-10-22
Kestra Advisory Services, LLC
DECREASED98,140101,084-2,944-3%$4.1M$4.0M-$145.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED97,169151,687-54,518-36%$6.2M$3.9K-$6.2M2026-11-02
Focus Financial Network, Inc.
DECREASED84,64585,375-730-1%$3.5M$3.4M-$51.7K2026-10-14
Meitav Investment House LTD
INCREASED81,74264,494+17,248+27%$2.6M$3.3M+$680.2K2026-10-28
Meridian Investment Counsel Inc.
DECREASED69,03970,239-1,200-2%$2.9M$2.8M-$66.8K2026-10-14
Ironsides Asset Advisors, LLC
DECREASED54,03469,130-15,096-22%$2.8M$2.2M-$628.0K2026-10-20
Eastern Bank
DECREASED46,26351,952-5,689-11%$2.1M$1.9M-$243.4K2026-10-05
Creative Planning
INCREASED44,67744,354+323+1%$1.8M$1.8M+$1.5K2026-11-02
Bailard, Inc.
DECREASED40,08141,141-1,060-3%$1.7M$1.6M-$53.5K2026-10-13
Lido Advisors, LLC
INCREASED38,06437,635+429+1%$1.5M$1.5M+$7.6K2026-11-04
Farther Finance Advisors, LLC
INCREASED33,46332,644+819+3%$1.3M$1.4M+$24.8K2026-10-08
Financial Consulate, Inc
DECREASED29,57729,657-800%$1.2M$1.2M-$10.9K2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED28,97730,603-1,626-5%$1.2M$1.2M-$73.7K2026-10-21
Fulton Bank, N.A.
INCREASED28,22527,965+260+1%$1.1M$1.1M+$3.2K2026-10-14
HBK Sorce Advisory LLC
DECREASED27,41928,022-603-2%$1.2M$1.1M-$95.2K2026-11-06
Sage Financial Group Inc
UNCHANGED25,97825,97800%$1.1M$1.0M-$6.8K2026-10-27
Apollon Wealth Management, LLC
DECREASED24,85725,876-1,019-4%$1.1M$1.0M-$47.9K2026-10-23
US Bancorp \de\
DECREASED24,67525,177-502-2%$1.0M$997.1K-$26.9K2026-11-05
CWA Asset Management Group, LLC
NEW23,125—+23,125——$934.5K—2026-10-19
Midwest Capital Advisors, LLC
INCREASED21,50420,707+797+4%$842.2K$869.0K+$26.8K2026-11-04
Rare Wolf Capital LLC
UNCHANGED21,29821,29800%$866.2K$860.7K-$5.5K2026-10-20
Kagan Cocozza Asset Management
DECREASED20,11920,125-60%$818.5K$813.0K-$5.5K2026-10-19
Baker Tilly Wealth Management, LLC
UNCHANGED19,30619,30600%$785.2K$780.2K-$5.0K2026-10-05
Simplicity Wealth,LLC
INCREASED17,89116,830+1,061+6%$684.5K$723.0K+$38.5K2026-10-23
Wedbush Securities Inc
DECREASED17,79323,414-5,621-24%$952.0K$719-$951.3K2026-10-22
Bokf, NA
UNCHANGED17,55317,55300%$713.9K$709.3K-$4.6K2026-10-27
Iowa State Bank
DECREASED17,12617,346-220-1%$705.5K$692.1K-$13.4K2026-10-06
BlueChip Wealth Advisors LLC
NEW16,614—+16,614——$671.4K—2026-11-03
Kure Advisory, LLC
UNCHANGED15,76215,76200%$641.0K$636.9K-$4.1K2026-10-08
Clarity Capital Advisors, LLC
UNCHANGED15,38815,38800%$625.8K$621.8K-$4.0K2026-10-27
SpringVest Wealth Management LLC
INCREASED14,24013,384+856+6%$544.3K$575.4K+$31.1K2026-10-27
SMI Advisory Services, LLC
DECREASED14,00914,684-675-5%$600.7K$564.3K-$36.4K2026-10-13
Mitchell Capital Management Co
INCREASED13,95313,030+923+7%$529.9K$563.8K+$33.9K2026-10-29
Private Trust Co NA
DECREASED13,64213,924-282-2%$566.3K$551.3K-$15.0K2026-10-20
Vestia Personal Wealth Advisors
UNCHANGED13,58013,58000%$552.3K$548.8K-$3.5K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED13,25813,508-250-2%$549.4K$535.8K-$13.6K2026-11-04
Towneley Capital Management, Inc / de
DECREASED13,10714,514-1,407-10%$590.3K$529.7K-$60.6K2026-10-09
Radnor Capital Management, LLC
UNCHANGED12,00012,00000%$488.0K$484.9K-$3.1K2026-10-23
William Mack & Associates, Inc.
NEW11,728—+11,728——$473.9K—2026-10-27
Flagship Harbor Advisors, LLC
DECREASED11,56012,511-951-8%$508.8K$467.1K-$41.7K2026-10-26
Moneco Advisors, LLC
UNCHANGED10,80410,80400%$439.4K$436.6K-$2.8K2026-11-05
Stegner Investment Associates Inc.
UNCHANGED10,17810,17800%$413.9K$411.3K-$2.6K2026-10-15
Wealthcare Capital Management LLC
DECREASED10,12911,383-1,254-11%$462.9K$409.3K-$53.6K2026-10-21
VestGen Advisors, LLC
DECREASED10,12813,849-3,721-27%$563.2K$409.3K-$154.0K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED10,12610,119+7+0%$411.5K$409.2K-$2.3K2026-11-03
FSM Wealth Advisors, LLC
UNCHANGED10,03110,03100%$407.9K$400.3K-$7.6K2026-10-27
Lantern Wealth Advisors, LLC
UNCHANGED9,9509,95000%$404.7K$402.1K-$2.6K2026-10-22
Key FInancial Inc
UNCHANGED9,8159,81500%$399.2K$396.6K-$2.6K2026-11-02
Bank of New York Mellon Corp
DECREASED9,44113,655-4,214-31%$555.3K$381.5K-$173.8K2026-11-05
Wealth Alliance Advisory Group, LLC
DECREASED9,43110,375-944-9%$422.0K$381.1K-$40.8K2026-10-14
Avestar Capital, LLC
UNCHANGED9,3639,36300%$380.8K$378.4K-$2.4K2026-10-28
Krilogy Financial LLC
UNCHANGED9,2419,24100%$375.8K$370.6K-$5.3K2026-10-13
Choreo, LLC
UNCHANGED9,1959,19500%$374.0K$371.6K-$2.4K2026-10-28
ARS Investment Partners, LLC
UNCHANGED8,5798,57900%$348.9K$346.7K-$2.2K2026-11-05
Sentry LLC
UNCHANGED8,2508,25000%$335.5K$333.4K-$2.1K2026-10-30
BIP Wealth, LLC
UNCHANGED7,3827,38200%$300.2K$298.3K-$1.9K2026-10-22
Center For Asset Management LLC
UNCHANGED7,0977,09700%$288.6K$286.8K-$1.8K2026-10-16
Sage Mountain Advisors LLC
UNCHANGED7,0677,06700%$287.4K$285.6K-$1.8K2026-11-02
Cooke Wealth Management, LLC
UNCHANGED7,0077,00700%$285.0K$283.2K-$1.8K2026-10-13
Old National Bancorp
UNCHANGED6,8116,81100%$277.0K$275.2K-$1.8K2026-10-20
Capstone Wealth Management Group, Inc.
NEW6,632—+6,632——$268.0K—2026-10-19
Penney Financial, LLC
UNCHANGED6,5406,54000%$266.0K$264.3K-$1.7K2026-10-20
RVW Wealth, LLC
UNCHANGED6,4256,42500%$261.3K$259.6K-$1.7K2026-10-06
Smith & Howard Wealth Management, LLC
UNCHANGED6,4116,41100%$260.7K$259.1K-$1.7K2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED6,3416,285+56+1%$255.6K$256.3K+$6282026-10-21
Sharkey, Howes & Javer
UNCHANGED6,3246,32400%$257.2K$255.6K-$1.6K2026-10-22
Pinion Investment Advisors, LLC
DECREASED6,2976,979-682-10%$283.8K$254.5K-$29.4K2026-11-04
GoalVest Advisory LLC
DECREASED6,2976,979-682-10%$283.8K$254.5K-$29.4K2026-10-02
Deutsche Bank Ag\
UNCHANGED6,1496,14900%$250.1K$248.5K-$1.6K2026-11-06
First National Trust Co
UNCHANGED5,9185,91800%$240.7K$239.1K-$1.5K2026-10-28
Brighton Jones LLC
INCREASED5,8185,423+395+7%$220.6K$235.1K+$14.6K2026-11-03
Chapman Financial Group, LLC
UNCHANGED5,7755,77500%$234.9K$233.4K-$1.5K2026-10-26
Redwood Financial Network Corp
INCREASED5,6935,657+36+1%$230.1K$230.0K-$202026-11-03
Vise Technologies, Inc.
UNCHANGED5,5585,55800%$226.1K$224.6K-$1.4K2026-10-29
RFG - Bristol Wealth Advisors, LLC
UNCHANGED5,4745,47400%$222.6K$221.2K-$1.4K2026-10-09
Regions Financial Corp
UNCHANGED5,4145,41400%$220.2K$218.8K-$1.4K2026-11-05
Rockland Trust Co
UNCHANGED5,3975,39700%$219.5K$218.1K-$1.4K2026-10-05
Grey Ledge Advisors, LLC
UNCHANGED5,2455,24500%$213.3K$212.0K-$1.4K2026-11-02
True Link Financial Advisors, LLC
DECREASED5,1095,113-40%$207.9K$206.5K-$1.5K2026-10-27
DMC Group, LLC
DECREASED5,04410,148-5,104-50%$412.7K$203.8K-$208.9K2026-10-26
Washington Trust Co
UNCHANGED5,0255,02500%$204.4K$203.1K-$1.3K2026-10-22
Sanders Morris Harris LLC
NEW5,000—+5,000——$205.2K—2026-10-14
JFS Wealth Advisors, LLC
DECREASED4,4875,005-518-10%$203.6K$181.3K-$22.2K2026-11-03
First Pacific Financial
UNCHANGED4,3974,39700%$178.8K$177.7K-$1.1K2026-10-14
10Elms LLP
DECREASED3,8014,200-399-9%$170.8K$153.6K-$17.2K2026-11-06
Private Wealth Management Group, LLC
UNCHANGED3,2003,20000%$130.1K$129.3K-$8322026-10-19
CoreCap Advisors, LLC
UNCHANGED2,9032,90300%$118.1K$117.3K-$7552026-10-08
SYM Financial Corp
UNCHANGED2,1752,17500%$88.5K$87.9K-$5652026-10-26
Coston, McIsaac & Partners
UNCHANGED1,7171,71700%$69$69.4K+$69.3K2026-11-06
Main Street Group, LTD
INCREASED1,4161,285+131+10%$52.2K$57.2K+$5.0K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED1,4071,191+216+18%$48.4K$56.9K+$8.4K2026-10-27
Chilton Capital Management LLC
UNCHANGED1,3971,39700%$56.8K$56.5K-$3632026-10-28
First Community Trust NA
UNCHANGED1,3121,31200%$53.4K$53.0K-$3412026-10-07
Newton One Investments LLC
UNCHANGED1,2971,29700%$52.7K$52.4K-$3372026-10-14
TD Waterhouse Canada Inc.
UNCHANGED1,2921,29200%$51.7K$51.9K+$1292026-10-16
Tradewinds Capital Management, LLC
UNCHANGED1,0441,04400%$42.5K$42.2K-$2712026-10-23
SBI Securities Co., Ltd.
INCREASED1,030786+244+31%$32.0K$41.6K+$9.7K2026-10-22
Vima LLC
UNCHANGED75075000%$30.5K$30.3K-$1942026-10-23
Signaturefd, LLC
UNCHANGED56156100%$22.8K$22.7K-$1462026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED54054000%$22.0K$21.8K-$1402026-11-04
MTM Investment Management, LLC
UNCHANGED52852800%$21.5K$21.3K-$1382026-10-30
Lanark Financial, Inc.
UNCHANGED52352300%$21.3K$21.1K-$1362026-10-26
Assetmark, Inc
UNCHANGED48048000%$19.5K$19.4K-$1252026-10-21
Clean Yield Group
UNCHANGED46246200%$18.8K$18.7K-$1212026-10-28
Blue Trust, Inc.
DECREASED389838-449-54%$34.1K$15.7K-$18.4K2026-10-15
Gamma Investing LLC
UNCHANGED37437400%$15.2K$15.1K-$982026-10-08
Hazlett, Burt & Watson, Inc.
UNCHANGED36036000%$15$15$02026-11-04
Joseph Group Capital Management
UNCHANGED32232200%$13.1K$13.0K-$842026-11-04
Compass Wealth Management LLC
NEW314—+314——$12.7K—2026-10-22
Davis Capital Management
UNCHANGED23823800%$9.7K$9.6K-$612026-10-08
Simplex Trading, LLC
NEW158—+158——$6.4K—2026-11-04
Spire Wealth Management
UNCHANGED15415400%$6.3K$6.2K-$402026-10-30
Russell Investments Group, Ltd.
NEW141—+141——$5.7K—2026-11-06
Compass Financial Management LLC
UNCHANGED949400%$3.8K$3.8K-$242026-10-30
Allworth Financial LP
UNCHANGED505000%$2.0K$2.0K$02026-11-06
Wilkerson Advisory Group LLC
UNCHANGED232300%$935$929-$62026-10-20
Provenance Wealth Advisors, LLC
NEW12—+12——$485—2026-10-30
Ethic Inc.
CLOSED016,214-16,214-100%$659.4K$0-$659.4K2026-11-03
Todd Asset Management LLC
CLOSED08,483-8,483-100%$345.0K$0-$345.0K2026-10-27
Goelzer Investment Management, Inc.
CLOSED07,045-7,045-100%$286.5K$0-$286.5K2026-10-16
Tsfg, LLC
CLOSED01,969-1,969-100%$80.0K$0-$80.0K2026-10-23
MCF Advisors LLC
CLOSED0667-667-100%$27.1K$0-$27.1K2026-10-28
BankPlus Trust Department
CLOSED0468-468-100%$19.0K$0-$19.0K2026-11-06
Investors Research Corp
CLOSED0430-430-100%$17.5K$0-$17.5K2026-10-07
Angeles Wealth Management, LLC
CLOSED0305-305-100%$12.4K$0-$12.4K2026-10-26
Fifth Third Bancorp
CLOSED0170-170-100%$6.9K$0-$6.9K2026-11-05
Bank of America Corp
N/A—9,374,374-9,374,374-100%$381.3M———
HighTower Advisors, LLC
N/A—1,853,458-1,853,458-100%$75.4M———
Pitcairn Wealth Advisors LLC
N/A—988,601-988,601-100%$40.2M———
Morgan Stanley
N/A—945,625-945,625-100%$38.5M———
Envestnet Asset Management Inc
N/A—802,257-802,257-100%$32.6M———
Ameriprise Financial Inc
N/A—694,399-694,399-100%$28.2M———
Private Advisor Group, LLC
N/A—616,487-616,487-100%$25.1M———
Captrust Financial Advisors
N/A—601,607-601,607-100%$24.5M———
Focus Partners Advisor Solutions, LLC
N/A—443,931-443,931-100%$18.1M———
Stonebrook Private Inc.
N/A—438,294-438,294-100%$17.8M———
Clal Insurance Enterprises Holdings Ltd
N/A—427,879-427,879-100%$17.4M———
NewEdge Advisors, LLC
N/A—369,468-369,468-100%$15.0M———
Sequoia Financial Advisors, LLC
N/A—355,329-355,329-100%$14.5M———
Huntington National Bank
N/A—347,210-347,210-100%$14.1M———
Pathstone Holdings, LLC
N/A—346,048-346,048-100%$14.1M———
Hantz Financial Services, Inc.
N/A—319,386-319,386-100%$13.0M———
Waverly Advisors, LLC
N/A—314,489-314,489-100%$12.8M———
Baird Financial Group, Inc.
N/A—308,229-308,229-100%$12.5M———
Wells Fargo & Company
N/A—296,901-296,901-100%$12.1M———
Bank of Montreal
N/A—279,603-279,603-100%$11.4M———
UBS Group AG
N/A—277,979-277,979-100%$11.3M———
Whittier Trust Co
N/A—268,290-268,290-100%$11.0M———
Osaic Holdings, Inc.
N/A—256,192-256,192-100%$10.4M———
Kingsview Wealth Management, LLC
N/A—243,680-243,680-100%$9.9M———
Nicolet Bankshares Inc
N/A—211,015-211,015-100%$8.6M———
JPMorgan Chase & Co
N/A—190,834-190,834-100%$7.7M———
Raymond James Financial Inc
N/A—186,518-186,518-100%$7.6M———
Tobias Financial Advisors, Inc.
N/A—183,600-183,600-100%$7.5M———
Cvfg LLC
N/A—172,132-172,132-100%$7.0M———
Mariner, LLC
N/A—171,959-171,959-100%$7.0M———
Equitable Holdings, Inc.
N/A—137,269-137,269-100%$5.6M———
Mutual Advisors, LLC
N/A—128,892-128,892-100%$5.2M———
Focus Partners Wealth
N/A—126,394-126,394-100%$5.1M———
Tiemann Investment Advisors, LLC
N/A—107,193-107,193-100%$4.4M———
Jane Street Group, LLC
N/A—92,809-92,809-100%$3.8M———
BTC Capital Management, Inc.
N/A—91,457-91,457-100%$3.7M———
Pinnacle Financial Partners, Inc.
N/A—88,895-88,895-100%$3.6M———
AQR Capital Management LLC
N/A—84,047-84,047-100%$3.4M———
Cetera Investment Advisers
N/A—82,795-82,795-100%$3.4M———
Cerity Partners Retirement Plan Advisors LLC
N/A—82,743-82,743-100%$3.4M———
Freestone Capital Holdings, LLC
N/A—81,041-81,041-100%$3.3M———
Cerity Partners LLC
N/A—77,425-77,425-100%$3.1M———
First American Trust, FSB
N/A—77,123-77,123-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—76,028-76,028-100%$3.1M———
Rockefeller Capital Management L.P.
N/A—73,133-73,133-100%$3.0M———
Goldman Sachs Group Inc
N/A—69,818-69,818-100%$2.8M———
Beacon Pointe Advisors, LLC
N/A—68,146-68,146-100%$2.8M———
Financial Engines Advisors L.L.C.
N/A—59,081-59,081-100%$2.4M———
HHM Wealth Advisors, LLC
N/A—56,539-56,539-100%$2.3M———
SEI Investments Co
N/A—55,086-55,086-100%$2.2M———
Jupiter Topco LLC
N/A—53,676-53,676-100%$2.2M———
Old Mission Capital LLC
N/A—52,534-52,534-100%$2.1M———
Stifel Financial Corp
N/A—50,934-50,934-100%$2.1M———
United Capital Financial Advisors, LLC
N/A—50,614-50,614-100%$2.1M———
Monograph Wealth Advisors, LLC
N/A—49,665-49,665-100%$2.0M———
Northwestern Mutual Wealth Management Co
N/A—48,228-48,228-100%$2.0M———
Belpointe Asset Management LLC
N/A—44,359-44,359-100%$1.8M———
Royal Bank of Canada
N/A—38,709-38,709-100%$1.6M———
Tradition Wealth Management, LLC
N/A—37,808-37,808-100%$1.5M———
Laraway Financial Advisors Inc
N/A—36,343-36,343-100%$1.5M———
Bragg Financial Advisors, Inc
N/A—30,041-30,041-100%$1.2M———
MML Investors Services, LLC
N/A—29,205-29,205-100%$1.2M———
Retirement Income Solutions, Inc
N/A—26,562-26,562-100%$971.9K———
Global Retirement Partners, LLC
N/A—24,661-24,661-100%$1.0M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—23,790-23,790-100%$967.5K———
BBR Partners, LLC
N/A—23,341-23,341-100%$949.3K———
Capital Group Private Client Services, Inc.
N/A—18,846-18,846-100%$766.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—18,171-18,171-100%$739.0K———
Western Wealth Management, LLC
N/A—17,915-17,915-100%$728.6K———
Nuveen, LLC
N/A—17,664-17,664-100%$718.4K———
Johnson Investment Counsel Inc
N/A—15,965-15,965-100%$649.3K———
FMR LLC
N/A—15,817-15,817-100%$643.3K———
WFA of San Diego, LLC
N/A—15,448-15,448-100%$643.7K———
First Commonwealth Financial Corp
N/A—14,379-14,379-100%$584.8K———
Fortis Capital Advisors, LLC
N/A—13,894-13,894-100%$565.1K———
Blair William & Co
N/A—13,770-13,770-100%$560.0K———
Security National Bank of SO DAK
N/A—12,977-12,977-100%$527.8K———
Klingenstein Fields & Co LP
N/A—12,596-12,596-100%$512.3K———
Bleakley Financial Group, LLC
N/A—12,136-12,136-100%$493.6K———
MAI Capital Management
N/A—11,426-11,426-100%$464.7K———
Betterment LLC
N/A—11,279-11,279-100%$459.0K———
Gladstone Institutional Advisory LLC
N/A—10,582-10,582-100%$430.4K———
Highview Capital Management LLC
N/A—10,541-10,541-100%$428.7K———
M&T Bank Corp
N/A—9,658-9,658-100%$392.8K———
Strategic Financial Concepts, LLC
N/A—9,632-9,632-100%$391.7K———
Janney Montgomery Scott LLC
N/A—8,756-8,756-100%$356.0K———
Cresset Asset Management, LLC
N/A—8,562-8,562-100%$348.2K———
PFG Investments, LLC
N/A—8,370-8,370-100%$340.4K———
AE Wealth Management LLC
N/A—8,350-8,350-100%$339.6K———
Glassman Wealth Services
N/A—7,856-7,856-100%$319.5K———
Renaissance Group LLC
N/A—7,663-7,663-100%$311.7K———
EP Wealth Advisors, LLC
N/A—6,987-6,987-100%$284.2K———
Geneos Wealth Management Inc.
N/A—6,862-6,862-100%$279.1K———
Matrix Private Capital Group LLC
N/A—6,800-6,800-100%$276.6K———
Integrated Wealth Concepts LLC
N/A—6,490-6,490-100%$263.9K———
Wealthgarden F.S. LLC
N/A—6,387-6,387-100%$259.8K———
Dakota Wealth Management
N/A—5,659-5,659-100%$230.2K———
National Philanthropic Trust
N/A—5,241-5,241-100%$213.2K———
Atlantic Union Bankshares Corp
N/A—5,225-5,225-100%$212.5K———
Northwest Bancshares, Inc.
N/A—5,167-5,167-100%$210.1K———
Drucker Wealth 3.0, LLC
N/A—5,137-5,137-100%$208.9K———
Whittier Trust Co of Nevada Inc
N/A—3,474-3,474-100%$139.5K———
Napier Financial, LLC
N/A—3,079-3,079-100%$125.2K———
Glenmede Trust Co NA
N/A—3,075-3,075-100%$125.1K———
Basepoint Wealth LLC
N/A—2,535-2,535-100%$103.1K———
BlackRock, Inc.
N/A—2,505-2,505-100%$101.9K———
Lavaca Capital LLC
N/A—1,946-1,946-100%$79.1K———
Rialto Wealth Management, LLC
N/A—1,483-1,483-100%$60.3K———
Ameritas Advisory Services, LLC
N/A—1,039-1,039-100%$42.3K———
Synergy Investment Management, LLC
N/A—963-963-100%$39.2K———
Vanguard Advisers Inc
N/A—916-916-100%$37.2K———
SouthState Bank Corp
N/A—621-621-100%$25.3K———
Smithfield Trust Co
N/A—526-526-100%$21———
BFC Planning, Inc.
N/A—372-372-100%$15.1K———
Bartlett & Co. Wealth Management LLC
N/A—331-331-100%$13.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—281-281-100%$11.4K———
Aptus Capital Advisors, LLC
N/A—242-242-100%$9.8K———
Vanguard National Trust Co
N/A—200-200-100%$8.1K———
Atomic Invest LLC
N/A—184-184-100%$7.4K———
Franklin Resources Inc
N/A—136-136-100%$5.5K———
Harbour Investments, Inc.
N/A—105-105-100%$4.3K———
Bessemer Group Inc
N/A—25-25-100%$1———
O'shaughnessy Asset Management, LLC
N/A—18-18-100%$732———
Showing 287 of 287 institutions