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State Street Spdr S&P Intern (GWX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,419,355 from 1,351,947
Change+67,408 (+5%)
Value$64.7M (+$5.5M)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares480,390 from 503,359
Change-22,969 (-5%)
Value$21.9M (-$135.6K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares444,541 from 442,806
Change+1,735 (+0%)
Value$20.3M (+$880.5K)
Filed 2026-10-21
Savant Capital, LLC
DECREASED
Shares319,601 from 656,349
Change-336,748 (-51%)
Value$14.6M (-$13.7M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares249,454 from 259,010
Change-9,556 (-4%)
Value$11.4M (+$33.3K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares234,699 from 235,610
Change-911 (0%)
Value$10.7K (-$10.3M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares129,438 from 155,342
Change-25,904 (-17%)
Value$5.9K (-$6.8M)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares120,797 from 124,894
Change-4,097 (-3%)
Value$5.5M (+$39.4K)
Filed 2026-10-09
BIP Wealth, LLC
INCREASED
Shares109,309 from 107,412
Change+1,897 (+2%)
Value$5.0M (+$280.9K)
Filed 2026-10-22
Eagle Bluffs Wealth Management LLC
INCREASED
Shares109,183 from 106,873
Change+2,310 (+2%)
Value$5.0M (+$298.7K)
Filed 2026-10-20
Modera Wealth Management, LLC
UNCHANGED
Shares106,845 from 106,845
Change0 (0%)
Value$4.9M (+$193.4K)
Filed 2026-10-28
Landmark Wealth Management, Inc.
DECREASED
Shares77,197 from 78,577
Change-1,380 (-2%)
Value$3.5M (+$79.3K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares76,724 from 70,149
Change+6,575 (+9%)
Value$3.5M (+$426.6K)
Filed 2026-10-13
McAdam, LLC
DECREASED
Shares75,238 from 81,910
Change-6,672 (-8%)
Value$3.4M (-$155.8K)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares72,777 from 73,229
Change-452 (-1%)
Value$3.3M (+$112.0K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares69,948 from 73,737
Change-3,789 (-5%)
Value$3.2M (-$39.2K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares66,070 from 40,377
Change+25,693 (+64%)
Value$3.0M (+$1.2M)
Filed 2026-10-13
Aspire Private Capital, LLC
DECREASED
Shares64,058 from 66,578
Change-2,520 (-4%)
Value$2.9M (+$5.6K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares62,624 from 63,748
Change-1,124 (-2%)
Value$2.9M (+$64.2K)
Filed 2026-11-02
Gibbs Wealth Management
INCREASED
Shares61,679 from 46,255
Change+15,424 (+33%)
Value$2.8M (+$786.6K)
Filed 2026-10-22
Portside Wealth Group, LLC
INCREASED
Shares61,355 from 46,267
Change+15,088 (+33%)
Value$2.8M (+$771.3K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares60,005 from 48,048
Change+11,957 (+25%)
Value$2.7M (+$631.8K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares54,455 from 53,000
Change+1,455 (+3%)
Value$2.5M (+$162.2K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares51,993 from 49,632
Change+2,361 (+5%)
Value$2.4M (+$197.4K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
DECREASED
Shares49,291 from 49,863
Change-572 (-1%)
Value$2.2M (+$64.2K)
Filed 2026-11-06
Lmcg Investments, LLC
UNCHANGED
Shares45,200 from 45,200
Change0 (0%)
Value$2.1M (+$81.8K)
Filed 2026-10-21
Valmark Advisers, Inc.
INCREASED
Shares42,228 from 42,048
Change+180 (+0%)
Value$1.9M (+$84.3K)
Filed 2026-11-06
Smart Wealth LLC
INCREASED
Shares41,046 from 6,604
Change+34,442 (+522%)
Value$1.9M (+$1.6M)
Filed 2026-11-04
Midwest Financial Network, LLC
NEW
Shares38,437
Change+38,437
Value$1.8M
Filed 2026-10-13
Accredited Investors Inc.
DECREASED
Shares38,415 from 42,155
Change-3,740 (-9%)
Value$1.8M (-$94.1K)
Filed 2026-11-03
Raleigh Capital Management Inc.
INCREASED
Shares36,669 from 36,358
Change+311 (+1%)
Value$1.7M (+$80.0K)
Filed 2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares36,275 from 40,225
Change-3,950 (-10%)
Value$1.7M (-$107.2K)
Filed 2026-10-22
Upper Left Wealth Management, LLC
DECREASED
Shares35,088 from 35,229
Change-141 (0%)
Value$1.6M (+$57.3K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares35,023 from 34,587
Change+436 (+1%)
Value$1.6M (+$82.5K)
Filed 2026-11-03
Roan Capital Partners
INCREASED
Shares33,529 from 30,892
Change+2,637 (+9%)
Value$1.5M (+$176.1K)
Filed 2026-10-09
Probity Advisors, Inc.
INCREASED
Shares28,606 from 27,973
Change+633 (+2%)
Value$1.3M (+$79.5K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares28,600 from 6,545
Change+22,055 (+337%)
Value$1.3M (+$1.0M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares28,433 from 28,547
Change-114 (0%)
Value$1.3M (+$46.5K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares28,033 from 28,662
Change-629 (-2%)
Value$1.3M (+$23.2K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares27,855 from 22,586
Change+5,269 (+23%)
Value$1.3M (+$281.0K)
Filed 2026-10-09
Mather Group, Llc.
DECREASED
Shares25,448 from 27,160
Change-1,712 (-6%)
Value$1.2M (-$28.9K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares24,722 from 26,989
Change-2,267 (-8%)
Value$1.1M (-$54.5K)
Filed 2026-10-30
Legacy Wealth Partners, LLC
INCREASED
Shares24,211 from 21,653
Change+2,558 (+12%)
Value$1.1M (+$155.8K)
Filed 2026-10-15
Culbertson A N & Co Inc
UNCHANGED
Shares24,097 from 24,097
Change0 (0%)
Value$1.1M (+$43.6K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares23,168 from 23,168
Change0 (0%)
Value$1.1M (+$41.9K)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares21,283 from 20,073
Change+1,210 (+6%)
Value$969.9K (+$91.5K)
Filed 2026-10-15
BlueChip Wealth Advisors LLC
INCREASED
Shares19,897 from 13,846
Change+6,051 (+44%)
Value$906.7K (+$300.8K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares19,581 from 10,878
Change+8,703 (+80%)
Value$892.3K (+$416.3K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED
Shares18,696 from 18,922
Change-226 (-1%)
Value$852.0K (+$23.9K)
Filed 2026-11-02
Ethic Inc.
NEW
Shares17,881
Change+17,881
Value$814.8K
Filed 2026-11-03
Werba Rubin Papier Wealth Management
UNCHANGED
Shares17,447 from 17,447
Change0 (0%)
Value$795.0K (+$31.6K)
Filed 2026-11-06
Richardson Financial Services Inc.
DECREASED
Shares16,988 from 17,521
Change-533 (-3%)
Value$774.2K (+$7.5K)
Filed 2026-10-30
Advisor OS, LLC
INCREASED
Shares16,921 from 16,258
Change+663 (+4%)
Value$771.1K (+$59.7K)
Filed 2026-11-03
Camelot Technology Advisors, Inc.
UNCHANGED
Shares16,839 from 16,839
Change0 (0%)
Value$767.4K (+$30.5K)
Filed 2026-10-09
Lockerman Financial Group, Inc.
INCREASED
Shares15,413 from 13,350
Change+2,063 (+15%)
Value$702.4K (+$118.2K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares14,378 from 14,212
Change+166 (+1%)
Value$655.2K (+$33.3K)
Filed 2026-11-02
Vestia Personal Wealth Advisors
DECREASED
Shares13,999 from 14,056
Change-57 (0%)
Value$637.9K (+$22.9K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares13,125 from 14,038
Change-913 (-6%)
Value$598.1K (-$16.2K)
Filed 2026-10-20
International Private Wealth Advisors LLC
DECREASED
Shares12,379 from 12,890
Change-511 (-4%)
Value$564.1K (+$45)
Filed 2026-11-05
Phillip James Consulting Co.
NEW
Shares11,867
Change+11,867
Value$540.8K
Filed 2026-11-03
Apollon Wealth Management, LLC
UNCHANGED
Shares11,321 from 11,321
Change0 (0%)
Value$515.9K (+$20.5K)
Filed 2026-10-23
Ascent Group, LLC
DECREASED
Shares10,875 from 11,202
Change-327 (-3%)
Value$495.6K (+$5.4K)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares10,760 from 10,866
Change-106 (-1%)
Value$490.3K (+$14.8K)
Filed 2026-11-05
Hibernia Wealth Partners, LLC
INCREASED
Shares10,742 from 10,362
Change+380 (+4%)
Value$489.5K (+$36.1K)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares10,585 from 10,585
Change0 (0%)
Value$482.4K (+$19.2K)
Filed 2026-11-02
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares10,506 from 10,611
Change-105 (-1%)
Value$478.8K (+$14.4K)
Filed 2026-10-27
DWM Financial Group, Inc.
NEW
Shares10,167
Change+10,167
Value$463.3K
Filed 2026-10-28
Landmark Wealth Management, LLC
INCREASED
Shares9,544 from 9,410
Change+134 (+1%)
Value$434.9K (+$23.2K)
Filed 2026-11-03
Norden Group LLC
DECREASED
Shares9,513 from 9,754
Change-241 (-2%)
Value$433.5K (+$6.7K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
DECREASED
Shares9,289 from 9,474
Change-185 (-2%)
Value$423.3K (+$9.3K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares9,276 from 9,372
Change-96 (-1%)
Value$422.7K (+$12.6K)
Filed 2026-10-15
Asset Dedication, LLC
DECREASED
Shares9,107 from 9,303
Change-196 (-2%)
Value$415.0K (+$7.9K)
Filed 2026-11-03
WealthPoint Financial, LLC
INCREASED
Shares9,045 from 8,987
Change+58 (+1%)
Value$412.2K (+$18.9K)
Filed 2026-11-03
Boston Standard Wealth Management, LLC
DECREASED
Shares8,949 from 8,960
Change-11 (0%)
Value$407.8K (+$14.6K)
Filed 2026-10-07
Aspiriant, LLC
INCREASED
Shares8,858 from 6,294
Change+2,564 (+41%)
Value$403.7K (+$128.2K)
Filed 2026-10-16
October Effect Ltd
INCREASED
Shares8,773 from 7,680
Change+1,093 (+14%)
Value$399.8K (+$63.7K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares8,628 from 8,928
Change-300 (-3%)
Value$393.2K (+$2.5K)
Filed 2026-10-23
Allegheny Financial Group
UNCHANGED
Shares8,516 from 8,516
Change0 (0%)
Value$388.1K (+$15.4K)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
UNCHANGED
Shares8,318 from 8,318
Change0 (0%)
Value$379.0K (+$15.1K)
Filed 2026-10-30
Aegis Wealth Management, Inc.
INCREASED
Shares8,229 from 7,285
Change+944 (+13%)
Value$375.0K (+$56.2K)
Filed 2026-10-26
Valtinson Bruner Financial Planning LLC
DECREASED
Shares8,135 from 8,179
Change-44 (-1%)
Value$370.7K (+$12.8K)
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares8,053 from 7,617
Change+436 (+6%)
Value$367.0K (+$33.7K)
Filed 2026-11-03
Worth Financial Advisory Group, LLC
DECREASED
Shares7,822 from 8,259
Change-437 (-5%)
Value$356.4K (-$5.0K)
Filed 2026-10-19
Accurate Wealth Management, LLC
DECREASED
Shares7,175 from 7,184
Change-9 (0%)
Value$325.0K (+$9.7K)
Filed 2026-10-20
Eclectic Associates Inc
UNCHANGED
Shares7,148 from 7,148
Change0 (0%)
Value$325.7K (+$12.9K)
Filed 2026-10-09
GFS Advisors, LLC
INCREASED
Shares7,056 from 1,150
Change+5,906 (+514%)
Value$322.0K (+$9.1K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
DECREASED
Shares6,716 from 6,962
Change-246 (-4%)
Value$307.7K (+$2.7K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares6,636 from 6,316
Change+320 (+5%)
Value$295.9K (+$22.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares6,636 from 6,316
Change+320 (+5%)
Value$295.9K (+$22.0K)
Filed 2026-10-20
LexAurum Advisors, LLC
UNCHANGED
Shares6,377 from 6,377
Change0 (0%)
Value$290.6K (+$11.5K)
Filed 2026-10-19
USAdvisors Wealth Management, LLC
DECREASED
Shares6,168 from 6,215
Change-47 (-1%)
Value$281 (-$271.7K)
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares6,021 from 6,040
Change-19 (0%)
Value$274.4K (+$10.1K)
Filed 2026-11-06
Acorn Financial Advisory Services Inc
INCREASED
Shares5,763 from 5,735
Change+28 (+0%)
Value$262.6K (+$11.7K)
Filed 2026-11-02
Omega Financial Group, LLC
DECREASED
Shares5,715 from 5,753
Change-38 (-1%)
Value$260.5K (+$8.7K)
Filed 2026-10-29
Apeiron RIA LLC
INCREASED
Shares5,400 from 5,281
Change+119 (+2%)
Value$245.2K (+$14.0K)
Filed 2026-10-08
Austin Wealth Management, LLC
DECREASED
Shares5,376 from 6,484
Change-1,108 (-17%)
Value$242.7K (-$36.1K)
Filed 2026-11-06
Integrity Wealth Partners, LLC
NEW
Shares5,366
Change+5,366
Value$244.5K
Filed 2026-10-14
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares5,332 from 4,575
Change+757 (+17%)
Value$243.0K (+$42.8K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,077 from 5,482
Change-405 (-7%)
Value$231.4K (-$8.5K)
Filed 2026-10-13
Apella Capital, LLC
DECREASED
Shares4,969 from 5,089
Change-120 (-2%)
Value$226.0K (+$4.4K)
Filed 2026-10-08
Institute for Wealth Management, Llc.
UNCHANGED
Shares4,862 from 4,862
Change0 (0%)
Value$221.6K (+$8.8K)
Filed 2026-11-06
Absolute Capital Management, LLC
DECREASED
Shares4,641 from 4,709
Change-68 (-1%)
Value$211.5K (+$5.4K)
Filed 2026-10-16
Berkeley, Inc
DECREASED
Shares4,406 from 4,906
Change-500 (-10%)
Value$200.8K (-$13.9K)
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares4,403
Change+4,403
Value$200.6K
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares4,395 from 2,190
Change+2,205 (+101%)
Value$200.6K (+$104.8K)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares4,387 from 4,387
Change0 (0%)
Value$199.9K (+$7.9K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares4,248 from 4,084
Change+164 (+4%)
Value$193.6K (+$14.9K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$174 (+$7)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares3,810 from 2,698
Change+1,112 (+41%)
Value$173.6K (+$55.6K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,769 from 3,936
Change-167 (-4%)
Value$171.7K (-$501)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares3,396 from 2,798
Change+598 (+21%)
Value$154.8K (+$32.3K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares2,942 from 2,940
Change+2 (+0%)
Value$134.1K (+$5.4K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,452 from 2,452
Change0 (0%)
Value$111.7K (+$4.4K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares2,440 from 1,623
Change+817 (+50%)
Value$106.8K (+$35.7K)
Filed 2026-11-06
AlphaCore Capital LLC
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$92.1K (+$3.7K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares1,967 from 2,649
Change-682 (-26%)
Value$89.6K (-$26.3K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares1,910 from 2,375
Change-465 (-20%)
Value$87.0K (-$16.9K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares1,620 from 1,859
Change-239 (-13%)
Value$73.8K (-$7.5K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares1,602
Change+1,602
Value$73.2K
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares1,581 from 1,626
Change-45 (-3%)
Value$72.0K (+$892)
Filed 2026-10-08
Sage Mountain Advisors LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$54.6K (+$2.2K)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$46.8K (+$1.9K)
Filed 2026-10-08
Russell Investments Group, Ltd.
INCREASED
Shares924 from 292
Change+632 (+216%)
Value$42.1K (+$29.3K)
Filed 2026-11-06
Vima LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$34.0K (+$1.3K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares717 from 593
Change+124 (+21%)
Value$32.7K (+$6.7K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares649
Change+649
Value$29.6K
Filed 2026-10-21
Buck Wealth Strategies, LLC
DECREASED
Shares631 from 635
Change-4 (-1%)
Value$28.8K (+$967)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
INCREASED
Shares602 from 571
Change+31 (+5%)
Value$27.4K (+$2.4K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares589 from 2,882
Change-2,293 (-80%)
Value$26.8K (-$99.3K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares531
Change+531
Value$24.2K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares481
Change+481
Value$21.9K
Filed 2026-10-09
Atwood & Palmer Inc
NEW
Shares461
Change+461
Value$21.0K
Filed 2026-10-08
Key Capital Management, Inc
INCREASED
Shares452 from 446
Change+6 (+1%)
Value$20.6K (+$1.1K)
Filed 2026-11-03
Covestor Ltd
INCREASED
Shares379 from 346
Change+33 (+10%)
Value$17 (-$15.0K)
Filed 2026-10-30
Tower Trust & Investment Co
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$16.9K (+$670)
Filed 2026-10-28
Farmers & Merchants Investments Inc
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$16.4K (+$651)
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$11.5K (+$458)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11.4K (+$431)
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares221
Change+221
Value$10.1K
Filed 2026-11-02
Beacon Financial Strategies Corp
NEW
Shares215
Change+215
Value$9.8K
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares202 from 190
Change+12 (+6%)
Value$9.2K (+$891)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares160 from 161
Change-1 (-1%)
Value$7.3K (+$246)
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$6.4K (+$254)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$5.9K (+$234)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares125 from 167
Change-42 (-25%)
Value$5.7K (-$1.6K)
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$5.6K (+$223)
Filed 2026-11-02
Breakwater Investment Management
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$5.6K (+$221)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
DECREASED
Shares117 from 166
Change-49 (-30%)
Value$5.4K (-$1.9K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$5.3K (+$213)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares109 from 44
Change+65 (+148%)
Value$5.0K (+$3.0K)
Filed 2026-11-05
Hickory Point Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.6K (+$181)
Filed 2026-10-01
Addison Advisors LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.7K (+$147)
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.9K (+$76)
Filed 2026-11-02
Networth Advisors, LLC
INCREASED
Shares17 from 12
Change+5 (+42%)
Value$775 (+$250)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$182 (+$7)
Filed 2026-11-02
World Equity Group, Inc.
CLOSED
Shares0 from 5,280
Change-5,280 (-100%)
Value$0 (-$231.1K)
Filed 2026-10-14
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 4,784
Change-4,784 (-100%)
Value$0 (-$195)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$56.9K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-23
Chilton Capital Management LLC
CLOSED
Shares0 from 243
Change-243 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-14
Brooklyn FI, LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 930,697
Change-930,697 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 633,085
Change-633,085 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 622,405
Change-622,405 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 581,318
Change-581,318 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 550,651
Change-550,651 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 455,686
Change-455,686 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 338,835
Change-338,835 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 330,645
Change-330,645 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 266,311
Change-266,311 (-100%)
Value—
Commerce Bank
N/A
Shares— from 238,197
Change-238,197 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 223,623
Change-223,623 (-100%)
Value—
FMR LLC
N/A
Shares— from 175,443
Change-175,443 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 163,857
Change-163,857 (-100%)
Value—
UBS Group AG
N/A
Shares— from 137,293
Change-137,293 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 121,785
Change-121,785 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 119,445
Change-119,445 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 111,608
Change-111,608 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 104,256
Change-104,256 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 89,497
Change-89,497 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 79,907
Change-79,907 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 77,030
Change-77,030 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 70,110
Change-70,110 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 64,107
Change-64,107 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 61,677
Change-61,677 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 61,018
Change-61,018 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 55,596
Change-55,596 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 55,535
Change-55,535 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 51,141
Change-51,141 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 47,111
Change-47,111 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 46,723
Change-46,723 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,411
Change-46,411 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 44,479
Change-44,479 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 42,954
Change-42,954 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 42,676
Change-42,676 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35,327
Change-35,327 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 32,644
Change-32,644 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,483
Change-32,483 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 32,475
Change-32,475 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 32,240
Change-32,240 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,708
Change-30,708 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 27,176
Change-27,176 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 26,152
Change-26,152 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 25,755
Change-25,755 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 25,644
Change-25,644 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,106
Change-24,106 (-100%)
Value—
Blair William & Co
N/A
Shares— from 21,028
Change-21,028 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 20,904
Change-20,904 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 19,783
Change-19,783 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 18,132
Change-18,132 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 17,382
Change-17,382 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 16,920
Change-16,920 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 16,643
Change-16,643 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 16,494
Change-16,494 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,257
Change-16,257 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 15,732
Change-15,732 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,048
Change-15,048 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,598
Change-14,598 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,397
Change-13,397 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,229
Change-13,229 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,923
Change-12,923 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,830
Change-12,830 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 11,939
Change-11,939 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 11,780
Change-11,780 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,357
Change-11,357 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,091
Change-10,091 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,192
Change-7,192 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,597
Change-6,597 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,504
Change-6,504 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,146
Change-6,146 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,028
Change-6,028 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,213
Change-5,213 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 886
Change-886 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 696
Change-696 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 473
Change-473 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 237
Change-237 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 103
Change-103 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 88
Change-88 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,419,3551,351,947+67,408+5%$59.2M$64.7M+$5.5M2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED480,390503,359-22,969-5%$22.0M$21.9M-$135.6K2026-10-23
Assetmark, Inc
INCREASED444,541442,806+1,735+0%$19.4M$20.3M+$880.5K2026-10-21
Savant Capital, LLC
DECREASED319,601656,349-336,748-51%$28.2M$14.6M-$13.7M2026-11-06
Creative Planning
DECREASED249,454259,010-9,556-4%$11.3M$11.4M+$33.3K2026-11-02
Park Avenue Securities LLC
DECREASED234,699235,610-9110%$10.3M$10.7K-$10.3M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED129,438155,342-25,904-17%$6.8M$5.9K-$6.8M2026-11-02
RTD Financial Advisors, Inc.
DECREASED120,797124,894-4,097-3%$5.5M$5.5M+$39.4K2026-10-09
BIP Wealth, LLC
INCREASED109,309107,412+1,897+2%$4.7M$5.0M+$280.9K2026-10-22
Eagle Bluffs Wealth Management LLC
INCREASED109,183106,873+2,310+2%$4.7M$5.0M+$298.7K2026-10-20
Modera Wealth Management, LLC
UNCHANGED106,845106,84500%$4.7M$4.9M+$193.4K2026-10-28
Landmark Wealth Management, Inc.
DECREASED77,19778,577-1,380-2%$3.4M$3.5M+$79.3K2026-11-04
Signal Advisors Wealth, LLC
INCREASED76,72470,149+6,575+9%$3.1M$3.5M+$426.6K2026-10-13
McAdam, LLC
DECREASED75,23881,910-6,672-8%$3.6M$3.4M-$155.8K2026-10-21
Cullen T Bankers, Inc.
DECREASED72,77773,229-452-1%$3.2M$3.3M+$112.0K2026-10-28
Mission Wealth Management, LP
DECREASED69,94873,737-3,789-5%$3.2M$3.2M-$39.2K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED66,07040,377+25,693+64%$1.8M$3.0M+$1.2M2026-10-13
Aspire Private Capital, LLC
DECREASED64,05866,578-2,520-4%$2.9M$2.9M+$5.6K2026-11-05
Commonwealth Equity Services, LLC
DECREASED62,62463,748-1,124-2%$2.8M$2.9M+$64.2K2026-11-02
Gibbs Wealth Management
INCREASED61,67946,255+15,424+33%$2.0M$2.8M+$786.6K2026-10-22
Portside Wealth Group, LLC
INCREASED61,35546,267+15,088+33%$2.0M$2.8M+$771.3K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED60,00548,048+11,957+25%$2.1M$2.7M+$631.8K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED54,45553,000+1,455+3%$2.3M$2.5M+$162.2K2026-10-26
Simplicity Wealth,LLC
INCREASED51,99349,632+2,361+5%$2.2M$2.4M+$197.4K2026-10-23
PNC Financial Services Group, Inc.
DECREASED49,29149,863-572-1%$2.2M$2.2M+$64.2K2026-11-06
Lmcg Investments, LLC
UNCHANGED45,20045,20000%$2.0M$2.1M+$81.8K2026-10-21
Valmark Advisers, Inc.
INCREASED42,22842,048+180+0%$1.8M$1.9M+$84.3K2026-11-06
Smart Wealth LLC
INCREASED41,0466,604+34,442+522%$289.0K$1.9M+$1.6M2026-11-04
Midwest Financial Network, LLC
NEW38,437—+38,437——$1.8M—2026-10-13
Accredited Investors Inc.
DECREASED38,41542,155-3,740-9%$1.8M$1.8M-$94.1K2026-11-03
Raleigh Capital Management Inc.
INCREASED36,66936,358+311+1%$1.6M$1.7M+$80.0K2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
DECREASED36,27540,225-3,950-10%$1.8M$1.7M-$107.2K2026-10-22
Upper Left Wealth Management, LLC
DECREASED35,08835,229-1410%$1.5M$1.6M+$57.3K2026-10-14
RFG Advisory, LLC
INCREASED35,02334,587+436+1%$1.5M$1.6M+$82.5K2026-11-03
Roan Capital Partners
INCREASED33,52930,892+2,637+9%$1.4M$1.5M+$176.1K2026-10-09
Probity Advisors, Inc.
INCREASED28,60627,973+633+2%$1.2M$1.3M+$79.5K2026-10-23
Sowell Financial Services LLC
INCREASED28,6006,545+22,055+337%$286.4K$1.3M+$1.0M2026-10-23
Wealthcare Advisory Partners LLC
DECREASED28,43328,547-1140%$1.2M$1.3M+$46.5K2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED28,03328,662-629-2%$1.3M$1.3M+$23.2K2026-11-04
Balefire, LLC
INCREASED27,85522,586+5,269+23%$988.4K$1.3M+$281.0K2026-10-09
Mather Group, Llc.
DECREASED25,44827,160-1,712-6%$1.2M$1.2M-$28.9K2026-10-14
Spire Wealth Management
DECREASED24,72226,989-2,267-8%$1.2M$1.1M-$54.5K2026-10-30
Legacy Wealth Partners, LLC
INCREASED24,21121,653+2,558+12%$947.5K$1.1M+$155.8K2026-10-15
Culbertson A N & Co Inc
UNCHANGED24,09724,09700%$1.1M$1.1M+$43.6K2026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED23,16823,16800%$1.0M$1.1M+$41.9K2026-10-27
Global Financial Private Client, LLC
INCREASED21,28320,073+1,210+6%$878.4K$969.9K+$91.5K2026-10-15
BlueChip Wealth Advisors LLC
INCREASED19,89713,846+6,051+44%$605.9K$906.7K+$300.8K2026-11-03
Axxcess Wealth Management, LLC
INCREASED19,58110,878+8,703+80%$476.0K$892.3K+$416.3K2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED18,69618,922-226-1%$828.0K$852.0K+$23.9K2026-11-02
Ethic Inc.
NEW17,881—+17,881——$814.8K—2026-11-03
Werba Rubin Papier Wealth Management
UNCHANGED17,44717,44700%$763.5K$795.0K+$31.6K2026-11-06
Richardson Financial Services Inc.
DECREASED16,98817,521-533-3%$766.7K$774.2K+$7.5K2026-10-30
Advisor OS, LLC
INCREASED16,92116,258+663+4%$711.4K$771.1K+$59.7K2026-11-03
Camelot Technology Advisors, Inc.
UNCHANGED16,83916,83900%$736.9K$767.4K+$30.5K2026-10-09
Lockerman Financial Group, Inc.
INCREASED15,41313,350+2,063+15%$584.2K$702.4K+$118.2K2026-10-19
Kestra Advisory Services, LLC
INCREASED14,37814,212+166+1%$621.9K$655.2K+$33.3K2026-11-02
Vestia Personal Wealth Advisors
DECREASED13,99914,056-570%$615.1K$637.9K+$22.9K2026-10-20
Trilogy Capital Inc.
DECREASED13,12514,038-913-6%$614.3K$598.1K-$16.2K2026-10-20
International Private Wealth Advisors LLC
DECREASED12,37912,890-511-4%$564.1K$564.1K+$452026-11-05
Phillip James Consulting Co.
NEW11,867—+11,867——$540.8K—2026-11-03
Apollon Wealth Management, LLC
UNCHANGED11,32111,32100%$495.4K$515.9K+$20.5K2026-10-23
Ascent Group, LLC
DECREASED10,87511,202-327-3%$490.2K$495.6K+$5.4K2026-10-30
Larson Financial Group LLC
DECREASED10,76010,866-106-1%$475.5K$490.3K+$14.8K2026-11-05
Hibernia Wealth Partners, LLC
INCREASED10,74210,362+380+4%$453.4K$489.5K+$36.1K2026-10-29
Key FInancial Inc
UNCHANGED10,58510,58500%$463.2K$482.4K+$19.2K2026-11-02
Petersen Hastings Wealth Advisors Inc.
DECREASED10,50610,611-105-1%$464.3K$478.8K+$14.4K2026-10-27
DWM Financial Group, Inc.
NEW10,167—+10,167——$463.3K—2026-10-28
Landmark Wealth Management, LLC
INCREASED9,5449,410+134+1%$411.8K$434.9K+$23.2K2026-11-03
Norden Group LLC
DECREASED9,5139,754-241-2%$426.8K$433.5K+$6.7K2026-10-20
Outlook Wealth Advisors, LLC
DECREASED9,2899,474-185-2%$414.0K$423.3K+$9.3K2026-10-28
Atria Investments, Inc
DECREASED9,2769,372-96-1%$410.1K$422.7K+$12.6K2026-10-15
Asset Dedication, LLC
DECREASED9,1079,303-196-2%$407.1K$415.0K+$7.9K2026-11-03
WealthPoint Financial, LLC
INCREASED9,0458,987+58+1%$393.3K$412.2K+$18.9K2026-11-03
Boston Standard Wealth Management, LLC
DECREASED8,9498,960-110%$393.2K$407.8K+$14.6K2026-10-07
Aspiriant, LLC
INCREASED8,8586,294+2,564+41%$275.4K$403.7K+$128.2K2026-10-16
October Effect Ltd
INCREASED8,7737,680+1,093+14%$336.1K$399.8K+$63.7K2026-10-20
Sigma Planning Corp
DECREASED8,6288,928-300-3%$390.7K$393.2K+$2.5K2026-10-23
Allegheny Financial Group
UNCHANGED8,5168,51600%$372.7K$388.1K+$15.4K2026-11-05
TCI Wealth Advisors, Inc.
UNCHANGED8,3188,31800%$364.0K$379.0K+$15.1K2026-10-30
Aegis Wealth Management, Inc.
INCREASED8,2297,285+944+13%$318.8K$375.0K+$56.2K2026-10-26
Valtinson Bruner Financial Planning LLC
DECREASED8,1358,179-44-1%$357.9K$370.7K+$12.8K2026-11-02
Sanchez Gaunt Capital Management, LLC
INCREASED8,0537,617+436+6%$333.3K$367.0K+$33.7K2026-11-03
Worth Financial Advisory Group, LLC
DECREASED7,8228,259-437-5%$361.4K$356.4K-$5.0K2026-10-19
Accurate Wealth Management, LLC
DECREASED7,1757,184-90%$315.4K$325.0K+$9.7K2026-10-20
Eclectic Associates Inc
UNCHANGED7,1487,14800%$312.8K$325.7K+$12.9K2026-10-09
GFS Advisors, LLC
INCREASED7,0561,150+5,906+514%$312.9K$322.0K+$9.1K2026-11-03
CFS Investment Advisory Services, LLC
DECREASED6,7166,962-246-4%$305.0K$307.7K+$2.7K2026-10-19
Diversify Wealth Management, LLC
INCREASED6,6366,316+320+5%$273.9K$295.9K+$22.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED6,6366,316+320+5%$273.9K$295.9K+$22.0K2026-10-20
LexAurum Advisors, LLC
UNCHANGED6,3776,37700%$279.1K$290.6K+$11.5K2026-10-19
USAdvisors Wealth Management, LLC
DECREASED6,1686,215-47-1%$272.0K$281-$271.7K2026-10-21
Merit Financial Group, LLC
DECREASED6,0216,040-190%$264.3K$274.4K+$10.1K2026-11-06
Acorn Financial Advisory Services Inc
INCREASED5,7635,735+28+0%$251.0K$262.6K+$11.7K2026-11-02
Omega Financial Group, LLC
DECREASED5,7155,753-38-1%$251.8K$260.5K+$8.7K2026-10-29
Apeiron RIA LLC
INCREASED5,4005,281+119+2%$231.1K$245.2K+$14.0K2026-10-08
Austin Wealth Management, LLC
DECREASED5,3766,484-1,108-17%$278.7K$242.7K-$36.1K2026-11-06
Integrity Wealth Partners, LLC
NEW5,366—+5,366——$244.5K—2026-10-14
Spectrum Planning & Advisory Services Inc.
INCREASED5,3324,575+757+17%$200.2K$243.0K+$42.8K2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED5,0775,482-405-7%$239.9K$231.4K-$8.5K2026-10-13
Apella Capital, LLC
DECREASED4,9695,089-120-2%$221.6K$226.0K+$4.4K2026-10-08
Institute for Wealth Management, Llc.
UNCHANGED4,8624,86200%$212.8K$221.6K+$8.8K2026-11-06
Absolute Capital Management, LLC
DECREASED4,6414,709-68-1%$206.1K$211.5K+$5.4K2026-10-16
Berkeley, Inc
DECREASED4,4064,906-500-10%$214.7K$200.8K-$13.9K2026-10-20
Vise Technologies, Inc.
NEW4,403—+4,403——$200.6K—2026-10-29
Farther Finance Advisors, LLC
INCREASED4,3952,190+2,205+101%$95.8K$200.6K+$104.8K2026-10-08
Parallel Advisors, LLC
UNCHANGED4,3874,38700%$192.0K$199.9K+$7.9K2026-11-03
Citigroup Inc
INCREASED4,2484,084+164+4%$178.7K$193.6K+$14.9K2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED3,8253,82500%$167$174+$72026-10-27
Financial Network Wealth Advisors LLC
INCREASED3,8102,698+1,112+41%$118.1K$173.6K+$55.6K2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED3,7693,936-167-4%$172.2K$171.7K-$5012026-10-27
Creative Financial Designs Inc
INCREASED3,3962,798+598+21%$122.4K$154.8K+$32.3K2026-11-04
Triumph Capital Management
INCREASED2,9422,940+2+0%$128.7K$134.1K+$5.4K2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED2,4522,45200%$107.3K$111.7K+$4.4K2026-11-03
Allworth Financial LP
INCREASED2,4401,623+817+50%$71.0K$106.8K+$35.7K2026-11-06
AlphaCore Capital LLC
UNCHANGED2,0212,02100%$88.4K$92.1K+$3.7K2026-11-04
Evolution Wealth Management Inc.
DECREASED1,9672,649-682-26%$115.9K$89.6K-$26.3K2026-10-28
Moisand Fitzgerald Tamayo, LLC
DECREASED1,9102,375-465-20%$103.9K$87.0K-$16.9K2026-10-15
IFP Advisors, Inc
DECREASED1,6201,859-239-13%$81.4K$73.8K-$7.5K2026-10-16
Ascentis Independent Advisors
NEW1,602—+1,602——$73.2K—2026-11-03
CoreCap Advisors, LLC
DECREASED1,5811,626-45-3%$71.2K$72.0K+$8922026-10-08
Sage Mountain Advisors LLC
UNCHANGED1,1981,19800%$52.4K$54.6K+$2.2K2026-11-02
Gamma Investing LLC
UNCHANGED1,0271,02700%$44.9K$46.8K+$1.9K2026-10-08
Russell Investments Group, Ltd.
INCREASED924292+632+216%$12.8K$42.1K+$29.3K2026-11-06
Vima LLC
UNCHANGED74574500%$32.6K$34.0K+$1.3K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED717593+124+21%$26.0K$32.7K+$6.7K2026-11-02
Root Financial Partners, LLC
NEW649—+649——$29.6K—2026-10-21
Buck Wealth Strategies, LLC
DECREASED631635-4-1%$27.8K$28.8K+$9672026-10-28
Brown, Lisle Ings, Inc.
INCREASED602571+31+5%$25.0K$27.4K+$2.4K2026-10-16
Fifth Third Bancorp
DECREASED5892,882-2,293-80%$126.1K$26.8K-$99.3K2026-11-05
Balance Wealth Partners LLC
NEW531—+531——$24.2K—2026-10-27
GK Wealth Management LLC
NEW481—+481——$21.9K—2026-10-09
Atwood & Palmer Inc
NEW461—+461——$21.0K—2026-10-08
Key Capital Management, Inc
INCREASED452446+6+1%$19.5K$20.6K+$1.1K2026-11-03
Covestor Ltd
INCREASED379346+33+10%$15.0K$17-$15.0K2026-10-30
Tower Trust & Investment Co
UNCHANGED37037000%$16.2K$16.9K+$6702026-10-28
Farmers & Merchants Investments Inc
UNCHANGED36036000%$15.8K$16.4K+$6512026-10-22
Maryland Capital Advisors Inc.
UNCHANGED25325300%$11.1K$11.5K+$4582026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED25025000%$11.0K$11.4K+$4312026-11-04
Heritage Family Offices, LLP
NEW221—+221——$10.1K—2026-11-02
Beacon Financial Strategies Corp
NEW215—+215——$9.8K—2026-10-14
Cape Investment Advisory, Inc.
INCREASED202190+12+6%$8.3K$9.2K+$8912026-10-13
Private Trust Co NA
DECREASED160161-1-1%$7.0K$7.3K+$2462026-10-20
Archer Investment Corp
UNCHANGED14014000%$6.1K$6.4K+$2542026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED12912900%$5.6K$5.9K+$2342026-11-03
Kingdom Financial Group Llc.
DECREASED125167-42-25%$7.3K$5.7K-$1.6K2026-11-04
Reap Financial Group, LLC
UNCHANGED12312300%$5.4K$5.6K+$2232026-11-02
Breakwater Investment Management
UNCHANGED12212200%$5.3K$5.6K+$2212026-10-20
Lloyd Advisory Services, Llc.
DECREASED117166-49-30%$7.3K$5.4K-$1.9K2026-11-02
Lanark Financial, Inc.
UNCHANGED11711700%$5.1K$5.3K+$2132026-10-26
Rossby Financial, LCC
INCREASED10944+65+148%$1.9K$5.0K+$3.0K2026-11-05
Hickory Point Bank & Trust
UNCHANGED10010000%$4.4K$4.6K+$1812026-10-01
Addison Advisors LLC
UNCHANGED818100%$3.5K$3.7K+$1472026-11-06
Golden State Wealth Management, LLC
UNCHANGED424200%$1.8K$1.9K+$762026-11-02
Networth Advisors, LLC
INCREASED1712+5+42%$525$775+$2502026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED4400%$175$182+$72026-11-02
World Equity Group, Inc.
CLOSED05,280-5,280-100%$231.1K$0-$231.1K2026-10-14
Strategic Wealth Advisors LLC
CLOSED04,784-4,784-100%$195$0-$1952026-11-06
AdvisorNet Financial, Inc
CLOSED01,300-1,300-100%$56.9K$0-$56.9K2026-10-15
Stone House Investment Management, LLC
CLOSED0263-263-100%$11.5K$0-$11.5K2026-10-23
Chilton Capital Management LLC
CLOSED0243-243-100%$10.6K$0-$10.6K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0133-133-100%$5.8K$0-$5.8K2026-10-14
Brooklyn FI, LLC
CLOSED066-66-100%$2.9K$0-$2.9K2026-11-05
Envestnet Asset Management Inc
N/A—930,697-930,697-100%$40.7M———
Envestnet Portfolio Solutions, Inc.
N/A—633,085-633,085-100%$27.7M———
Osaic Holdings, Inc.
N/A—622,405-622,405-100%$27.2M———
Cetera Investment Advisers
N/A—581,318-581,318-100%$25.4M———
Bank of America Corp
N/A—550,651-550,651-100%$24.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—455,686-455,686-100%$19.9M———
Cerity Partners LLC
N/A—338,835-338,835-100%$14.8M———
Wells Fargo & Company
N/A—330,645-330,645-100%$14.5M———
Morgan Stanley
N/A—266,311-266,311-100%$11.7M———
Commerce Bank
N/A—238,197-238,197-100%$10.4M———
N.E.W. Advisory Services LLC
N/A—223,623-223,623-100%$9.8M———
FMR LLC
N/A—175,443-175,443-100%$7.7M———
Jane Street Group, LLC
N/A—163,857-163,857-100%$7.2M———
UBS Group AG
N/A—137,293-137,293-100%$6.0M———
EP Wealth Advisors, LLC
N/A—121,785-121,785-100%$5.3M———
MAI Capital Management
N/A—119,445-119,445-100%$5.2M———
Equitable Holdings, Inc.
N/A—111,608-111,608-100%$4.9M———
CarsonAllaria Wealth Management, Ltd.
N/A—104,256-104,256-100%$4.6M———
Tobias Financial Advisors, Inc.
N/A—89,497-89,497-100%$3.9M———
NewEdge Advisors, LLC
N/A—79,907-79,907-100%$3.5M———
Pure Financial Advisors, LLC
N/A—77,030-77,030-100%$3.4M———
Mercer Global Advisors Inc
N/A—70,110-70,110-100%$3.1M———
Harbour Investments, Inc.
N/A—64,107-64,107-100%$2.8M———
Arete Wealth Advisors, LLC
N/A—61,677-61,677-100%$2.7M———
Capital Investment Management, Inc.
N/A—61,018-61,018-100%$2.7M———
MML Investors Services, LLC
N/A—55,596-55,596-100%$2.4M———
Ballentine Partners, LLC
N/A—55,535-55,535-100%$2.4M———
Wellington Management Group LLP
N/A—51,141-51,141-100%$2.2M———
Pathstone Holdings, LLC
N/A—47,111-47,111-100%$2.1M———
HighTower Advisors, LLC
N/A—46,723-46,723-100%$2.0M———
Raymond James Financial Inc
N/A—46,411-46,411-100%$2.0M———
AE Wealth Management LLC
N/A—44,479-44,479-100%$1.9M———
Jones Financial Companies Lllp
N/A—42,954-42,954-100%$1.9M———
Principal Securities, Inc.
N/A—42,676-42,676-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—35,327-35,327-100%$1.5M———
Smith, Moore & Co.
N/A—32,644-32,644-100%$1.4M———
Belpointe Asset Management LLC
N/A—32,483-32,483-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—32,475-32,475-100%$1.4M———
Cary Street Partners Financial LLC
N/A—32,240-32,240-100%$1.4M———
IHT Wealth Management, LLC
N/A—30,708-30,708-100%$1.3M———
Cresset Asset Management, LLC
N/A—27,176-27,176-100%$1.2M———
Independent Advisor Alliance
N/A—26,152-26,152-100%$1.1M———
Northern Trust Corp
N/A—25,755-25,755-100%$1.1M———
Alesco Advisors, LLC, An ESL Co
N/A—25,644-25,644-100%$1.1M———
Sanctuary Advisors, LLC
N/A—24,106-24,106-100%$1.1M———
Blair William & Co
N/A—21,028-21,028-100%$920.2K———
CreativeOne Wealth, LLC
N/A—20,904-20,904-100%$914.8K———
FSB Premier Wealth Management, Inc.
N/A—19,783-19,783-100%$865.7K———
Wealthspire Advisors, LLC
N/A—18,132-18,132-100%$793.5K———
Bank of Montreal
N/A—17,382-17,382-100%$760.6K———
Rothschild Wealth LLC
N/A—16,920-16,920-100%$740.4K———
Brand Asset Management Group, Inc.
N/A—16,643-16,643-100%$728.3K———
Novus Advisors, LLC
N/A—16,494-16,494-100%$721.8K———
Focus Partners Wealth
N/A—16,257-16,257-100%$711.4K———
National Philanthropic Trust
N/A—15,732-15,732-100%$688.4K———
Private Advisor Group, LLC
N/A—15,048-15,048-100%$658.5K———
Geneos Wealth Management Inc.
N/A—14,704-14,704-100%$643.5K———
GeoWealth Management, LLC
N/A—14,598-14,598-100%$638.8K———
Mariner, LLC
N/A—13,397-13,397-100%$586.2K———
Betterment LLC
N/A—13,229-13,229-100%$579.0K———
United Capital Financial Advisors, LLC
N/A—12,923-12,923-100%$564.1K———
Royal Bank of Canada
N/A—12,830-12,830-100%$561.0K———
Townsquare Capital LLC
N/A—11,939-11,939-100%$522.5K———
Seaside Wealth Management, Inc.
N/A—11,780-11,780-100%$515.5K———
Susquehanna International Group, LLP
N/A—11,357-11,357-100%$497.0K———
Maridea Wealth Management LLC
N/A—10,710-10,710-100%$468.7K———
Urban Financial Advisory Corp
N/A—10,362-10,362-100%$453.4K———
Pitcairn Wealth Advisors LLC
N/A—10,236-10,236-100%$448.0K———
Global Retirement Partners, LLC
N/A—10,091-10,091-100%$441.6K———
Founders Financial Alliance, LLC
N/A—9,895-9,895-100%$433.0K———
Quent Capital, LLC
N/A—8,878-8,878-100%$388.5K———
Tiaa Trust, National Association
N/A—8,760-8,760-100%$383.3K———
Goldman Sachs Group Inc
N/A—8,596-8,596-100%$376.2K———
Lifeworks Advisors, LLC
N/A—8,295-8,295-100%$363.0K———
Sequoia Financial Advisors, LLC
N/A—7,531-7,531-100%$329.5K———
PCB Capital LLC
N/A—7,516-7,516-100%$328.9K———
Capital Analysts, LLC
N/A—7,192-7,192-100%$315.0K———
One Capital Management, LLC
N/A—7,151-7,151-100%$302.0K———
Integrated Wealth Concepts LLC
N/A—6,597-6,597-100%$288.7K———
World Investment Advisors
N/A—6,504-6,504-100%$282.1K———
Advance Capital Management, Inc.
N/A—6,475-6,475-100%$283.3K———
JMG Financial Group, Ltd.
N/A—6,329-6,329-100%$277.0K———
O'shaughnessy Asset Management, LLC
N/A—6,146-6,146-100%$268.9K———
Advisory Services Network, LLC
N/A—6,028-6,028-100%$263.8K———
Mason Investment Advisory Services, Inc.
N/A—5,993-5,993-100%$262.3K———
Wallace Advisory Group, LLC
N/A—5,706-5,706-100%$249.7K———
BFC Planning, Inc.
N/A—5,379-5,379-100%$235.4K———
Keel Point, LLC
N/A—5,213-5,213-100%$228.1K———
Freedom Investment Management, Inc.
N/A—5,079-5,079-100%$222.2K———
Gateway Wealth Partners, LLC
N/A—4,632-4,632-100%$202.7K———
Smartleaf Asset Management LLC
N/A—3,877-3,877-100%$169.5K———
Aptus Capital Advisors, LLC
N/A—3,433-3,433-100%$150.2K———
Continuum Advisory, LLC
N/A—3,272-3,272-100%$143.2K———
JPMorgan Chase & Co
N/A—2,840-2,840-100%$124.2K———
Crewe Advisors LLC
N/A—2,829-2,829-100%$123.8K———
Richard W. Paul & Associates, LLC
N/A—2,711-2,711-100%$118.6K———
Tiaa Wealth Investment Management LLC
N/A—2,465-2,465-100%$107.8K———
Rockefeller Capital Management L.P.
N/A—2,421-2,421-100%$106.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,384-2,384-100%$104.3K———
Hollencrest Capital Management
N/A—2,132-2,132-100%$93.3K———
Rialto Wealth Management, LLC
N/A—2,038-2,038-100%$89.2K———
Security National Bank of Sioux City Iowa
N/A—1,762-1,762-100%$77.1K———
Highland Investment Advisors LLC
N/A—1,597-1,597-100%$69.9K———
Cardiff Park Advisors, LLC
N/A—1,202-1,202-100%$52.6K———
Ameritas Advisory Services, LLC
N/A—897-897-100%$39.3K———
Ancora Advisors LLCA
N/A—886-886-100%$38.8K———
Private Wealth Asset Management, LLC
N/A—796-796-100%$34.8K———
Copia Wealth Management
N/A—696-696-100%$30.5K———
Strategic Wealth Partners, Ltd.
N/A—473-473-100%$20.7K———
BlackRock, Inc.
N/A—410-410-100%$17.9K———
Vanguard Advisers Inc
N/A—237-237-100%$10.4K———
Frazier Financial Advisors, LLC
N/A—119-119-100%$5.2K———
Ameriflex Group, Inc.
N/A—107-107-100%$4.7K———
Arax Advisory Partners
N/A—103-103-100%$4.5K———
Qube Research & Technologies Ltd
N/A—88-88-100%$3.9K———
Steward Partners Investment Advisory, LLC
N/A—61-61-100%$2.7K———
Godfrey Financial Associates, Inc.
N/A—51-51-100%$2.2K———
Meramec Financial Planners, LLC
N/A—23-23-100%$998———
Caitlin John, LLC
N/A—10-10-100%$426———
Showing 281 of 281 institutions