SS Spdr Nyse Tech ETF (XNTK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Auto-Owners Insurance Co

DECREASED

Shares431,750 from 1,287,500

Change-855,750 (-66%)

Value$165.0M (-$338.0M)

Filed 2026-10-15

New Harbor Financial Group, LLC

DECREASED

Shares75,239 from 84,333

Change-9,094 (-11%)

Value$28.8M (-$4.2M)

Filed 2026-10-22

Exchange Traded Concepts, LLC

INCREASED

Shares73,486 from 69,927

Change+3,559 (+5%)

Value$28.1M (+$768.6K)

Filed 2026-10-28

GoalVest Advisory LLC

INCREASED

Shares59,968 from 59,120

Change+848 (+1%)

Value$22.9M (-$176.1K)

Filed 2026-10-02

Beaumont Financial Advisors, LLC

INCREASED

Shares30,817 from 30,309

Change+508 (+2%)

Value$11.8M (-$62.1K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares26,039 from 26,658

Change-619 (-2%)

Value$10.0K (-$10.4M)

Filed 2026-11-02

Creative Planning

DECREASED

Shares25,871 from 26,460

Change-589 (-2%)

Value$9.9M (-$448.8K)

Filed 2026-11-02

Pinion Investment Advisors, LLC

INCREASED

Shares25,159 from 24,801

Change+358 (+1%)

Value$9.6M (-$73.0K)

Filed 2026-11-04

TCV Trust & Wealth Management, Inc.

INCREASED

Shares17,244 from 16,186

Change+1,058 (+7%)

Value$6.6M (+$267.4K)

Filed 2026-10-16

US Bancorp \de\

INCREASED

Shares15,562 from 14,454

Change+1,108 (+8%)

Value$5.9M (+$300.8K)

Filed 2026-11-05

Parsons Capital Management Inc

UNCHANGED

Shares14,585 from 14,585

Change0 (0%)

Value$5.6M (-$123.4K)

Filed 2026-10-28

Private Wealth Group, LLC

INCREASED

Shares13,488 from 12,121

Change+1,367 (+11%)

Value$5.2M (+$419.9K)

Filed 2026-10-19

SFG Wealth Management, Llc.

INCREASED

Shares13,472 from 13,096

Change+376 (+3%)

Value$5.1M (+$32.7K)

Filed 2026-10-23

KPP Advisory Services LLC

DECREASED

Shares9,347 from 9,562

Change-215 (-2%)

Value$3.6M (-$163.1K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares9,169 from 9,358

Change-189 (-2%)

Value$3.5M (-$151.3K)

Filed 2026-11-02

Geneva Partners, LLC

DECREASED

Shares7,435 from 7,532

Change-97 (-1%)

Value$2.8M (-$101.0K)

Filed 2026-10-26

Koshinski Asset Management, Inc.

INCREASED

Shares6,827 from 6,818

Change+9 (+0%)

Value$2.6M (-$54.2K)

Filed 2026-10-29

Quadcap Wealth Management, LLC

INCREASED

Shares6,105 from 6,080

Change+25 (+0%)

Value$2.3M (-$42.0K)

Filed 2026-11-02

KCM Investment Advisors LLC

UNCHANGED

Shares4,950 from 4,950

Change0 (0%)

Value$1.9M (-$41.9K)

Filed 2026-10-27

Apollon Financial, LLC

INCREASED

Shares4,395 from 3,585

Change+810 (+23%)

Value$1.7M (+$279.2K)

Filed 2026-10-23

Park Avenue Securities LLC

DECREASED

Shares3,969 from 4,071

Change-102 (-3%)

Value$1.5K (-$1.6M)

Filed 2026-10-26

Stanley-Laman Group, Ltd.

UNCHANGED

Shares3,936 from 3,936

Change0 (0%)

Value$770.5K (+$20.6K)

Filed 2026-10-20

Axxcess Wealth Management, LLC

INCREASED

Shares3,925 from 3,750

Change+175 (+5%)

Value$1.5M (+$35.2K)

Filed 2026-10-21

Independent Wealth Network Inc.

INCREASED

Shares3,834 from 3,236

Change+598 (+18%)

Value$1.5M (+$200.9K)

Filed 2026-10-19

LVM Capital Management LTD

INCREASED

Shares3,810 from 3,711

Change+99 (+3%)

Value$1.5M (+$1.5M)

Filed 2026-10-20

Joseph P. Lucia & Associates, LLC

UNCHANGED

Shares3,646 from 3,646

Change0 (0%)

Value$1.4M (-$30.8K)

Filed 2026-10-30

Clear Trail Advisors, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$1.1M (-$25.4K)

Filed 2026-10-20

Thrivent Financial for Lutherans

DECREASED

Shares2,913 from 3,143

Change-230 (-7%)

Value$1.1K (-$1.2M)

Filed 2026-11-05

Biltmore Family Office, LLC

UNCHANGED

Shares2,702 from 2,702

Change0 (0%)

Value$1.0M (-$22.9K)

Filed 2026-11-03

Sheets Smith Wealth Management

DECREASED

Shares2,546 from 2,785

Change-239 (-9%)

Value$972.9K (-$114.9K)

Filed 2026-10-16

Truist Financial Corp

DECREASED

Shares2,536 from 2,582

Change-46 (-2%)

Value$969.2K (-$39.4K)

Filed 2026-10-30

Aurora Private Wealth, Inc.

DECREASED

Shares2,460 from 2,463

Change-3 (0%)

Value$940 (-$961.1K)

Filed 2026-10-20

Redwood Financial Network Corp

INCREASED

Shares2,241 from 1,512

Change+729 (+48%)

Value$856.6K (+$266.0K)

Filed 2026-11-03

Gamma Investing LLC

UNCHANGED

Shares2,205 from 2,205

Change0 (0%)

Value$842.7K (-$18.7K)

Filed 2026-10-08

Midwest Trust Co

UNCHANGED

Shares2,200 from 2,200

Change0 (0%)

Value$840.8K (-$18.6K)

Filed 2026-10-22

Goodman Advisory Group, LLC

INCREASED

Shares2,186 from 2,172

Change+14 (+1%)

Value$835.5K (-$13.0K)

Filed 2026-11-02

Independent Financial Group, LLC

DECREASED

Shares2,026 from 2,143

Change-117 (-5%)

Value$774.3K (-$62.8K)

Filed 2026-10-13

Mission Wealth Management, LP

UNCHANGED

Shares2,005 from 2,005

Change0 (0%)

Value$766.3K (-$17.0K)

Filed 2026-10-15

Lido Advisors, LLC

UNCHANGED

Shares1,987 from 1,987

Change0 (0%)

Value$759.5K (-$16.8K)

Filed 2026-11-04

Avestar Capital, LLC

UNCHANGED

Shares1,919 from 1,919

Change0 (0%)

Value$733.4K (-$16.2K)

Filed 2026-10-28

RCW Management, LLC

UNCHANGED

Shares1,915 from 1,915

Change0 (0%)

Value$731.9K (-$16.2K)

Filed 2026-10-30

Pinnacle Wealth Management Group, Inc.

NEW

Shares1,690

Change+1,690

Value$645.9K

Filed 2026-10-15

Global Wealth Strategies & Associates

DECREASED

Shares1,650 from 1,900

Change-250 (-13%)

Value$630.6K (-$111.6K)

Filed 2026-10-02

Apeiron RIA LLC

UNCHANGED

Shares1,632 from 1,632

Change0 (0%)

Value$629.0K (-$8.6K)

Filed 2026-10-08

LWM Advisors Inc

UNCHANGED

Shares1,434 from 1,434

Change0 (0%)

Value$548.1K (-$12.1K)

Filed 2026-10-08

Detalus Advisors, LLC

DECREASED

Shares1,418 from 1,531

Change-113 (-7%)

Value$542.0K (-$56.1K)

Filed 2026-10-15

Southland Equity Partners LLC

NEW

Shares1,350

Change+1,350

Value$516.0K

Filed 2026-10-14

Milestone Investment Advisors LLC

UNCHANGED

Shares1,350 from 1,350

Change0 (0%)

Value$516.0K (-$11.4K)

Filed 2026-11-05

Bank of New York Mellon Corp

NEW

Shares1,316

Change+1,316

Value$503.1K

Filed 2026-11-05

Redw Wealth LLC

UNCHANGED

Shares1,277 from 1,277

Change0 (0%)

Value$488.1K (-$10.8K)

Filed 2026-11-02

Trek Financial, LLC

INCREASED

Shares1,207 from 1,206

Change+1 (+0%)

Value$461.1K (-$10.1K)

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares1,201 from 1,086

Change+115 (+11%)

Value$459.0K (+$34.8K)

Filed 2026-11-02

Bright Futures Wealth Management, Llc.

UNCHANGED

Shares1,156 from 1,156

Change0 (0%)

Value$441.8K (-$9.7K)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

NEW

Shares1,150

Change+1,150

Value$439.6K

Filed 2026-10-16

Chatham Capital Group, Inc.

UNCHANGED

Shares1,150 from 1,150

Change0 (0%)

Value$439.5K (-$9.7K)

Filed 2026-10-16

Flynn Zito Capital Management, LLC

INCREASED

Shares1,148 from 1,147

Change+1 (+0%)

Value$438.6K (-$9.7K)

Filed 2026-11-04

Badgley Phelps Wealth Managers, LLC

UNCHANGED

Shares1,130 from 1,130

Change0 (0%)

Value$431.9K (-$9.6K)

Filed 2026-10-22

Uhlmann Price Securities, LLC

NEW

Shares1,121

Change+1,121

Value$428.6K

Filed 2026-11-03

Syntegra Private Wealth Group, LLC

UNCHANGED

Shares1,116 from 1,116

Change0 (0%)

Value$426.5K (-$9.4K)

Filed 2026-10-13

Client 1ST Advisory Group, LLC

UNCHANGED

Shares1,109 from 1,109

Change0 (0%)

Value$423.8K (-$9.4K)

Filed 2026-10-19

Central Valley Advisors, LLC

UNCHANGED

Shares1,088 from 1,088

Change0 (0%)

Value$415.8K (-$9.2K)

Filed 2026-10-27

Laurel OAK Wealth Management, LLC

UNCHANGED

Shares1,085 from 1,085

Change0 (0%)

Value$414.7K (-$9.2K)

Filed 2026-10-19

Summit Investment Advisory Services, LLC

INCREASED

Shares1,056 from 1,053

Change+3 (+0%)

Value$403.5K (-$7.7K)

Filed 2026-11-03

Spire Wealth Management

DECREASED

Shares1,054 from 1,175

Change-121 (-10%)

Value$403.0K (-$56.0K)

Filed 2026-10-30

Wesbanco Bank Inc

UNCHANGED

Shares1,021 from 1,021

Change0 (0%)

Value$390.2K (-$8.6K)

Filed 2026-11-04

Acorn Financial Advisory Services Inc

DECREASED

Shares1,001 from 1,070

Change-69 (-6%)

Value$382.6K (-$35.4K)

Filed 2026-11-02

Fortitude Family Office, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$382.2K (-$8.5K)

Filed 2026-10-14

Vaughan & Co Securities, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$382.2K (-$8.5K)

Filed 2026-10-23

Aries Wealth Management

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$382.2K (-$8.5K)

Filed 2026-10-23

Kraft, Davis & Associates, LLC

UNCHANGED

Shares957 from 957

Change0 (0%)

Value$342.6K (-$986)

Filed 2026-10-21

Cambiar Investors LLC

NEW

Shares954

Change+954

Value$364.6K

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares936 from 911

Change+25 (+3%)

Value$359.1K (+$22.9K)

Filed 2026-10-13

Independence Bank of Kentucky

UNCHANGED

Shares915 from 915

Change0 (0%)

Value$349.7K (-$7.7K)

Filed 2026-10-26

Visionary Horizons, LLC

INCREASED

Shares860 from 838

Change+22 (+3%)

Value$328.8K (+$1.3K)

Filed 2026-10-22

Beacon Financial Advisory LLC

UNCHANGED

Shares853 from 853

Change0 (0%)

Value$326.0K (-$7.1K)

Filed 2026-10-16

CoreCap Advisors, LLC

DECREASED

Shares846 from 1,072

Change-226 (-21%)

Value$323.3K (-$95.4K)

Filed 2026-10-08

Lanark Financial, Inc.

INCREASED

Shares802 from 618

Change+184 (+30%)

Value$306.5K (+$65.1K)

Filed 2026-10-26

Morton Capital Management LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$305.8K (-$6.8K)

Filed 2026-10-23

Goelzer Investment Management, Inc.

DECREASED

Shares742 from 1,242

Change-500 (-40%)

Value$283.6K (-$201.6K)

Filed 2026-10-16

Fifth Third Bancorp

INCREASED

Shares714 from 241

Change+473 (+196%)

Value$273.0K (+$178.9K)

Filed 2026-11-05

Fortune Financial Group, Inc.

UNCHANGED

Shares680 from 680

Change0 (0%)

Value$259.9K (-$5.8K)

Filed 2026-10-22

Washington Trust Co

UNCHANGED

Shares679 from 679

Change0 (0%)

Value$259.5K (-$5.7K)

Filed 2026-10-22

Wedbush Securities Inc

DECREASED

Shares668 from 680

Change-12 (-2%)

Value$255 (-$265.7K)

Filed 2026-10-22

Kaizen Financial Strategies

UNCHANGED

Shares660 from 660

Change0 (0%)

Value$252.2K (+$3.6K)

Filed 2026-10-09

L. Roy Papp & Associates, LLP

UNCHANGED

Shares637 from 637

Change0 (0%)

Value$243.6K (-$5.4K)

Filed 2026-10-21

Integrity Alliance, Llc.

INCREASED

Shares635 from 590

Change+45 (+8%)

Value$242.7K (+$12.2K)

Filed 2026-10-29

Edgemoor Investment Advisors, Inc.

INCREASED

Shares614 from 564

Change+50 (+9%)

Value$234.7K (+$14.3K)

Filed 2026-11-03

Simplex Trading, LLC

INCREASED

Shares607 from 62

Change+545 (+879%)

Value$232.0K (+$207.8K)

Filed 2026-11-04

Huntleigh Advisors, Inc.

DECREASED

Shares602 from 653

Change-51 (-8%)

Value$230.2K (-$25.0K)

Filed 2026-11-03

Activest Wealth Management

UNCHANGED

Shares602 from 602

Change0 (0%)

Value$230.1K (-$5.1K)

Filed 2026-10-15

1900 Wealth Management LLC

UNCHANGED

Shares592 from 592

Change0 (0%)

Value$226.3K (-$5.0K)

Filed 2026-10-13

Imc-Chicago, LLC

NEW

Shares567

Change+567

Value$216.7K

Filed 2026-11-05

M. Kraus & Co

UNCHANGED

Shares565 from 565

Change0 (0%)

Value$216.0K (-$4.8K)

Filed 2026-10-20

Certified Advisory Corp

UNCHANGED

Shares563 from 563

Change0 (0%)

Value$215.1K (-$4.7K)

Filed 2026-10-29

Farther Finance Advisors, LLC

DECREASED

Shares512 from 594

Change-82 (-14%)

Value$195.7K (-$36.4K)

Filed 2026-10-08

DecisionPoint Financial, LLC

UNCHANGED

Shares370 from 370

Change0 (0%)

Value$142.6K (+$3.2K)

Filed 2026-10-27

Allspring Global Investments Holdings, LLC

INCREASED

Shares348 from 100

Change+248 (+248%)

Value$134.1K (+$97.5K)

Filed 2026-11-04

Creative Financial Designs Inc

UNCHANGED

Shares307 from 307

Change0 (0%)

Value$117.5K (-$2.6K)

Filed 2026-11-04

TD Private Client Wealth LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$114.7K (-$2.5K)

Filed 2026-10-28

LFA - Lugano Financial Advisors SA

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$95.5K (-$2.1K)

Filed 2026-11-03

Adirondack Trust Co

UNCHANGED

Shares245 from 245

Change0 (0%)

Value$93.6K (-$2.1K)

Filed 2026-10-14

CX Institutional

DECREASED

Shares239 from 369

Change-130 (-35%)

Value$91 (-$53)

Filed 2026-10-02

Assetmark, Inc

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$77.2K (-$1.7K)

Filed 2026-10-21

Realta Investment Advisors

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$65.0K (-$1.4K)

Filed 2026-10-14

Beacon Investment Advisory Services, Inc.

DECREASED

Shares163 from 191

Change-28 (-15%)

Value$62.3K (-$12.3K)

Filed 2026-10-13

Ashton Thomas Securities, LLC

DECREASED

Shares154 from 157

Change-3 (-2%)

Value$58.9K (-$2.5K)

Filed 2026-10-26

Heritage Family Offices, LLP

NEW

Shares149

Change+149

Value$56.9K

Filed 2026-11-02

IFP Advisors, Inc

NEW

Shares146

Change+146

Value$55.8K

Filed 2026-10-16

Strengthening Families & Communities, LLC

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$53.3K (-$1.2K)

Filed 2026-10-21

Archer Investment Corp

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$27.9K (-$617)

Filed 2026-11-05

Elevation Wealth Partners, LLC

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$27.9K (-$612)

Filed 2026-10-07

Phillips Financial Management, LLC

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$27.5K (-$609)

Filed 2026-10-19

North Star Investment Management Corp.

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$25.4K (-$556)

Filed 2026-10-27

Bank of New Hampshire

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$21.4K (-$473)

Filed 2026-10-06

Hughes Financial Services, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$16.4K (-$1.6K)

Filed 2026-10-30

WestEnd Advisors, LLC

NEW

Shares33

Change+33

Value$12.5K

Filed 2026-10-27

Bullock Wealth Management Group

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$8.5K (+$190)

Filed 2026-10-09

Central Pacific Bank - Trust Division

INCREASED

Shares21 from 16

Change+5 (+31%)

Value$8.0K (+$1.8K)

Filed 2026-10-06

Rossby Financial, LCC

NEW

Shares11

Change+11

Value$4.1K

Filed 2026-11-05

Citigroup Inc

NEW

Shares1

Change+1

Value$382

Filed 2026-11-04

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$382 (-$9)

Filed 2026-10-30

Albion Financial Group

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$383 (-$8)

Filed 2026-10-21

McMill Wealth Management

CLOSED

Shares0 from 185,187

Change-185,187 (-100%)

Value$0 (-$4.7M)

Filed 2026-11-05

Elevation Capital Advisory, LLC

CLOSED

Shares0 from 3,670

Change-3,670 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-29

StoneX Group Inc.

CLOSED

Shares0 from 2,516

Change-2,516 (-100%)

Value$0 (-$968.0K)

Filed 2026-11-03

Prospera Financial Services Inc

CLOSED

Shares0 from 606

Change-606 (-100%)

Value$0 (-$236.9K)

Filed 2026-11-04

Salem Investment Counselors Inc

CLOSED

Shares0 from 123

Change-123 (-100%)

Value$0 (-$48.1K)

Filed 2026-10-13

Belvedere Trading LLC

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$39.5K)

Filed 2026-11-05

Tsfg, LLC

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$27)

Filed 2026-10-23

Parallel Advisors, LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$19.5K)

Filed 2026-11-03

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-14

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$249.6K (+$14.0K)

Filed 2026-10-29

LPL Financial LLC

N/A

Shares— from 284,922

Change-284,922 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 214,822

Change-214,822 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 152,450

Change-152,450 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 150,434

Change-150,434 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 86,818

Change-86,818 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 78,566

Change-78,566 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 72,224

Change-72,224 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 57,262

Change-57,262 (-100%)

Value—

UBS Group AG

N/A

Shares— from 55,604

Change-55,604 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 51,427

Change-51,427 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 49,094

Change-49,094 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 45,997

Change-45,997 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 44,949

Change-44,949 (-100%)

Value—

Prostatis Group LLC

N/A

Shares— from 26,382

Change-26,382 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 25,072

Change-25,072 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 24,035

Change-24,035 (-100%)

Value—

Gentry Private Wealth, LLC

N/A

Shares— from 23,163

Change-23,163 (-100%)

Value—

Luken Investment Analytics, LLC

N/A

Shares— from 22,430

Change-22,430 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,085

Change-17,085 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 15,112

Change-15,112 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 15,051

Change-15,051 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,899

Change-12,899 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 12,633

Change-12,633 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,366

Change-10,366 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 8,816

Change-8,816 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,351

Change-8,351 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 7,146

Change-7,146 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 7,080

Change-7,080 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 6,792

Change-6,792 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 6,699

Change-6,699 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 5,941

Change-5,941 (-100%)

Value—

Prudential PLC

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 5,433

Change-5,433 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 5,110

Change-5,110 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,006

Change-5,006 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 4,942

Change-4,942 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 4,728

Change-4,728 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,454

Change-4,454 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,337

Change-4,337 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 4,215

Change-4,215 (-100%)

Value—

17 Capital Partners, LLC

N/A

Shares— from 3,941

Change-3,941 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 3,815

Change-3,815 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 3,758

Change-3,758 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,536

Change-3,536 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 3,321

Change-3,321 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,183

Change-3,183 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,058

Change-3,058 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 2,681

Change-2,681 (-100%)

Value—

&partners

N/A

Shares— from 2,535

Change-2,535 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,465

Change-2,465 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 2,294

Change-2,294 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 2,161

Change-2,161 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 2,161

Change-2,161 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 2,139

Change-2,139 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 2,086

Change-2,086 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,960

Change-1,960 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 1,951

Change-1,951 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 1,905

Change-1,905 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,537

Change-1,537 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 1,515

Change-1,515 (-100%)

Value—

Commerce Bank

N/A

Shares— from 1,455

Change-1,455 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 1,409

Change-1,409 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 1,339

Change-1,339 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 1,295

Change-1,295 (-100%)

Value—

Monograph Wealth Advisors, LLC

N/A

Shares— from 1,239

Change-1,239 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 1,094

Change-1,094 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 1,057

Change-1,057 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,052

Change-1,052 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 1,041

Change-1,041 (-100%)

Value—

Westmount Partners, LLC

N/A

Shares— from 1,033

Change-1,033 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 1,023

Change-1,023 (-100%)

Value—

Good Steward Wealth Advisors,LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Bawa N Mallick Trust

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Madden Advisory Services, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 975

Change-975 (-100%)

Value—

Mayport, LLC

N/A

Shares— from 960

Change-960 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 938

Change-938 (-100%)

Value—

RFP Financial Group LLC

N/A

Shares— from 906

Change-906 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 855

Change-855 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 853

Change-853 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 832

Change-832 (-100%)

Value—

Shared Vision Wealth Group LLC

N/A

Shares— from 781

Change-781 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 719

Change-719 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 680

Change-680 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 675

Change-675 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 665

Change-665 (-100%)

Value—

Purkiss Capital Advisors LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 545

Change-545 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 513

Change-513 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 512

Change-512 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 309

Change-309 (-100%)

Value—

Richard W. Paul & Associates, LLC

N/A

Shares— from 284

Change-284 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 227

Change-227 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 194

Change-194 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 191

Change-191 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 172

Change-172 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 168

Change-168 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 165

Change-165 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 155

Change-155 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 146

Change-146 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 122

Change-122 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 114

Change-114 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 103

Change-103 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 68

Change-68 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 45

Change-45 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Auto-Owners Insurance Co	DECREASED	431,750	1,287,500	-855,750	-66%	$503.0M	$165.0M	-$338.0M	2026-10-15
New Harbor Financial Group, LLC	DECREASED	75,239	84,333	-9,094	-11%	$32.9M	$28.8M	-$4.2M	2026-10-22
Exchange Traded Concepts, LLC	INCREASED	73,486	69,927	+3,559	+5%	$27.3M	$28.1M	+$768.6K	2026-10-28
GoalVest Advisory LLC	INCREASED	59,968	59,120	+848	+1%	$23.1M	$22.9M	-$176.1K	2026-10-02
Beaumont Financial Advisors, LLC	INCREASED	30,817	30,309	+508	+2%	$11.8M	$11.8M	-$62.1K	2026-10-22
Cambridge Investment Research Advisors, Inc.	DECREASED	26,039	26,658	-619	-2%	$10.4M	$10.0K	-$10.4M	2026-11-02
Creative Planning	DECREASED	25,871	26,460	-589	-2%	$10.3M	$9.9M	-$448.8K	2026-11-02
Pinion Investment Advisors, LLC	INCREASED	25,159	24,801	+358	+1%	$9.7M	$9.6M	-$73.0K	2026-11-04
TCV Trust & Wealth Management, Inc.	INCREASED	17,244	16,186	+1,058	+7%	$6.3M	$6.6M	+$267.4K	2026-10-16
US Bancorp \de\	INCREASED	15,562	14,454	+1,108	+8%	$5.6M	$5.9M	+$300.8K	2026-11-05
Parsons Capital Management Inc	UNCHANGED	14,585	14,585	0	0%	$5.7M	$5.6M	-$123.4K	2026-10-28
Private Wealth Group, LLC	INCREASED	13,488	12,121	+1,367	+11%	$4.7M	$5.2M	+$419.9K	2026-10-19
SFG Wealth Management, Llc.	INCREASED	13,472	13,096	+376	+3%	$5.1M	$5.1M	+$32.7K	2026-10-23
KPP Advisory Services LLC	DECREASED	9,347	9,562	-215	-2%	$3.7M	$3.6M	-$163.1K	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	9,169	9,358	-189	-2%	$3.7M	$3.5M	-$151.3K	2026-11-02
Geneva Partners, LLC	DECREASED	7,435	7,532	-97	-1%	$2.9M	$2.8M	-$101.0K	2026-10-26
Koshinski Asset Management, Inc.	INCREASED	6,827	6,818	+9	+0%	$2.7M	$2.6M	-$54.2K	2026-10-29
Quadcap Wealth Management, LLC	INCREASED	6,105	6,080	+25	+0%	$2.4M	$2.3M	-$42.0K	2026-11-02
KCM Investment Advisors LLC	UNCHANGED	4,950	4,950	0	0%	$1.9M	$1.9M	-$41.9K	2026-10-27
Apollon Financial, LLC	INCREASED	4,395	3,585	+810	+23%	$1.4M	$1.7M	+$279.2K	2026-10-23
Park Avenue Securities LLC	DECREASED	3,969	4,071	-102	-3%	$1.6M	$1.5K	-$1.6M	2026-10-26
Stanley-Laman Group, Ltd.	UNCHANGED	3,936	3,936	0	0%	$749.9K	$770.5K	+$20.6K	2026-10-20
Axxcess Wealth Management, LLC	INCREASED	3,925	3,750	+175	+5%	$1.5M	$1.5M	+$35.2K	2026-10-21
Independent Wealth Network Inc.	INCREASED	3,834	3,236	+598	+18%	$1.3M	$1.5M	+$200.9K	2026-10-19
LVM Capital Management LTD	INCREASED	3,810	3,711	+99	+3%	$1.5K	$1.5M	+$1.5M	2026-10-20
Joseph P. Lucia & Associates, LLC	UNCHANGED	3,646	3,646	0	0%	$1.4M	$1.4M	-$30.8K	2026-10-30
Clear Trail Advisors, LLC	UNCHANGED	3,000	3,000	0	0%	$1.2M	$1.1M	-$25.4K	2026-10-20
Thrivent Financial for Lutherans	DECREASED	2,913	3,143	-230	-7%	$1.2M	$1.1K	-$1.2M	2026-11-05
Biltmore Family Office, LLC	UNCHANGED	2,702	2,702	0	0%	$1.1M	$1.0M	-$22.9K	2026-11-03
Sheets Smith Wealth Management	DECREASED	2,546	2,785	-239	-9%	$1.1M	$972.9K	-$114.9K	2026-10-16
Truist Financial Corp	DECREASED	2,536	2,582	-46	-2%	$1.0M	$969.2K	-$39.4K	2026-10-30
Aurora Private Wealth, Inc.	DECREASED	2,460	2,463	-3	0%	$962.0K	$940	-$961.1K	2026-10-20
Redwood Financial Network Corp	INCREASED	2,241	1,512	+729	+48%	$590.6K	$856.6K	+$266.0K	2026-11-03
Gamma Investing LLC	UNCHANGED	2,205	2,205	0	0%	$861.4K	$842.7K	-$18.7K	2026-10-08
Midwest Trust Co	UNCHANGED	2,200	2,200	0	0%	$859.4K	$840.8K	-$18.6K	2026-10-22
Goodman Advisory Group, LLC	INCREASED	2,186	2,172	+14	+1%	$848.5K	$835.5K	-$13.0K	2026-11-02
Independent Financial Group, LLC	DECREASED	2,026	2,143	-117	-5%	$837.2K	$774.3K	-$62.8K	2026-10-13
Mission Wealth Management, LP	UNCHANGED	2,005	2,005	0	0%	$783.3K	$766.3K	-$17.0K	2026-10-15
Lido Advisors, LLC	UNCHANGED	1,987	1,987	0	0%	$776.3K	$759.5K	-$16.8K	2026-11-04
Avestar Capital, LLC	UNCHANGED	1,919	1,919	0	0%	$749.7K	$733.4K	-$16.2K	2026-10-28
RCW Management, LLC	UNCHANGED	1,915	1,915	0	0%	$748.1K	$731.9K	-$16.2K	2026-10-30
Pinnacle Wealth Management Group, Inc.	NEW	1,690	—	+1,690	—	—	$645.9K	—	2026-10-15
Global Wealth Strategies & Associates	DECREASED	1,650	1,900	-250	-13%	$742.2K	$630.6K	-$111.6K	2026-10-02
Apeiron RIA LLC	UNCHANGED	1,632	1,632	0	0%	$637.5K	$629.0K	-$8.6K	2026-10-08
LWM Advisors Inc	UNCHANGED	1,434	1,434	0	0%	$560.2K	$548.1K	-$12.1K	2026-10-08
Detalus Advisors, LLC	DECREASED	1,418	1,531	-113	-7%	$598.1K	$542.0K	-$56.1K	2026-10-15
Southland Equity Partners LLC	NEW	1,350	—	+1,350	—	—	$516.0K	—	2026-10-14
Milestone Investment Advisors LLC	UNCHANGED	1,350	1,350	0	0%	$527.4K	$516.0K	-$11.4K	2026-11-05
Bank of New York Mellon Corp	NEW	1,316	—	+1,316	—	—	$503.1K	—	2026-11-05
Redw Wealth LLC	UNCHANGED	1,277	1,277	0	0%	$498.9K	$488.1K	-$10.8K	2026-11-02
Trek Financial, LLC	INCREASED	1,207	1,206	+1	+0%	$471.2K	$461.1K	-$10.1K	2026-10-29
Kestra Advisory Services, LLC	INCREASED	1,201	1,086	+115	+11%	$424.2K	$459.0K	+$34.8K	2026-11-02
Bright Futures Wealth Management, Llc.	UNCHANGED	1,156	1,156	0	0%	$451.5K	$441.8K	-$9.7K	2026-10-23
Concurrent Investment Advisors, LLC	NEW	1,150	—	+1,150	—	—	$439.6K	—	2026-10-16
Chatham Capital Group, Inc.	UNCHANGED	1,150	1,150	0	0%	$449.2K	$439.5K	-$9.7K	2026-10-16
Flynn Zito Capital Management, LLC	INCREASED	1,148	1,147	+1	+0%	$448.3K	$438.6K	-$9.7K	2026-11-04
Badgley Phelps Wealth Managers, LLC	UNCHANGED	1,130	1,130	0	0%	$441.4K	$431.9K	-$9.6K	2026-10-22
Uhlmann Price Securities, LLC	NEW	1,121	—	+1,121	—	—	$428.6K	—	2026-11-03
Syntegra Private Wealth Group, LLC	UNCHANGED	1,116	1,116	0	0%	$436.0K	$426.5K	-$9.4K	2026-10-13
Client 1ST Advisory Group, LLC	UNCHANGED	1,109	1,109	0	0%	$433.2K	$423.8K	-$9.4K	2026-10-19
Central Valley Advisors, LLC	UNCHANGED	1,088	1,088	0	0%	$425.0K	$415.8K	-$9.2K	2026-10-27
Laurel OAK Wealth Management, LLC	UNCHANGED	1,085	1,085	0	0%	$423.9K	$414.7K	-$9.2K	2026-10-19
Summit Investment Advisory Services, LLC	INCREASED	1,056	1,053	+3	+0%	$411.3K	$403.5K	-$7.7K	2026-11-03
Spire Wealth Management	DECREASED	1,054	1,175	-121	-10%	$459.0K	$403.0K	-$56.0K	2026-10-30
Wesbanco Bank Inc	UNCHANGED	1,021	1,021	0	0%	$398.9K	$390.2K	-$8.6K	2026-11-04
Acorn Financial Advisory Services Inc	DECREASED	1,001	1,070	-69	-6%	$418.0K	$382.6K	-$35.4K	2026-11-02
Fortitude Family Office, LLC	UNCHANGED	1,000	1,000	0	0%	$390.7K	$382.2K	-$8.5K	2026-10-14
Vaughan & Co Securities, Inc.	UNCHANGED	1,000	1,000	0	0%	$390.7K	$382.2K	-$8.5K	2026-10-23
Aries Wealth Management	UNCHANGED	1,000	1,000	0	0%	$390.7K	$382.2K	-$8.5K	2026-10-23
Kraft, Davis & Associates, LLC	UNCHANGED	957	957	0	0%	$343.6K	$342.6K	-$986	2026-10-21
Cambiar Investors LLC	NEW	954	—	+954	—	—	$364.6K	—	2026-11-04
Wealth Enhancement Advisory Services, LLC	INCREASED	936	911	+25	+3%	$336.2K	$359.1K	+$22.9K	2026-10-13
Independence Bank of Kentucky	UNCHANGED	915	915	0	0%	$357.4K	$349.7K	-$7.7K	2026-10-26
Visionary Horizons, LLC	INCREASED	860	838	+22	+3%	$327.4K	$328.8K	+$1.3K	2026-10-22
Beacon Financial Advisory LLC	UNCHANGED	853	853	0	0%	$333.1K	$326.0K	-$7.1K	2026-10-16
CoreCap Advisors, LLC	DECREASED	846	1,072	-226	-21%	$418.8K	$323.3K	-$95.4K	2026-10-08
Lanark Financial, Inc.	INCREASED	802	618	+184	+30%	$241.4K	$306.5K	+$65.1K	2026-10-26
Morton Capital Management LLC	UNCHANGED	800	800	0	0%	$312.5K	$305.8K	-$6.8K	2026-10-23
Goelzer Investment Management, Inc.	DECREASED	742	1,242	-500	-40%	$485.2K	$283.6K	-$201.6K	2026-10-16
Fifth Third Bancorp	INCREASED	714	241	+473	+196%	$94.1K	$273.0K	+$178.9K	2026-11-05
Fortune Financial Group, Inc.	UNCHANGED	680	680	0	0%	$265.6K	$259.9K	-$5.8K	2026-10-22
Washington Trust Co	UNCHANGED	679	679	0	0%	$265.3K	$259.5K	-$5.7K	2026-10-22
Wedbush Securities Inc	DECREASED	668	680	-12	-2%	$266.0K	$255	-$265.7K	2026-10-22
Kaizen Financial Strategies	UNCHANGED	660	660	0	0%	$248.7K	$252.2K	+$3.6K	2026-10-09
L. Roy Papp & Associates, LLP	UNCHANGED	637	637	0	0%	$249.0K	$243.6K	-$5.4K	2026-10-21
Integrity Alliance, Llc.	INCREASED	635	590	+45	+8%	$230.5K	$242.7K	+$12.2K	2026-10-29
Edgemoor Investment Advisors, Inc.	INCREASED	614	564	+50	+9%	$220.3K	$234.7K	+$14.3K	2026-11-03
Simplex Trading, LLC	INCREASED	607	62	+545	+879%	$24.2K	$232.0K	+$207.8K	2026-11-04
Huntleigh Advisors, Inc.	DECREASED	602	653	-51	-8%	$255.2K	$230.2K	-$25.0K	2026-11-03
Activest Wealth Management	UNCHANGED	602	602	0	0%	$235.2K	$230.1K	-$5.1K	2026-10-15
1900 Wealth Management LLC	UNCHANGED	592	592	0	0%	$231.3K	$226.3K	-$5.0K	2026-10-13
Imc-Chicago, LLC	NEW	567	—	+567	—	—	$216.7K	—	2026-11-05
M. Kraus & Co	UNCHANGED	565	565	0	0%	$220.8K	$216.0K	-$4.8K	2026-10-20
Certified Advisory Corp	UNCHANGED	563	563	0	0%	$219.8K	$215.1K	-$4.7K	2026-10-29
Farther Finance Advisors, LLC	DECREASED	512	594	-82	-14%	$232.1K	$195.7K	-$36.4K	2026-10-08
DecisionPoint Financial, LLC	UNCHANGED	370	370	0	0%	$139.4K	$142.6K	+$3.2K	2026-10-27
Allspring Global Investments Holdings, LLC	INCREASED	348	100	+248	+248%	$36.7K	$134.1K	+$97.5K	2026-11-04
Creative Financial Designs Inc	UNCHANGED	307	307	0	0%	$120.1K	$117.5K	-$2.6K	2026-11-04
TD Private Client Wealth LLC	UNCHANGED	300	300	0	0%	$117.2K	$114.7K	-$2.5K	2026-10-28
LFA - Lugano Financial Advisors SA	UNCHANGED	250	250	0	0%	$97.7K	$95.5K	-$2.1K	2026-11-03
Adirondack Trust Co	UNCHANGED	245	245	0	0%	$95.7K	$93.6K	-$2.1K	2026-10-14
CX Institutional	DECREASED	239	369	-130	-35%	$144	$91	-$53	2026-10-02
Assetmark, Inc	UNCHANGED	202	202	0	0%	$78.9K	$77.2K	-$1.7K	2026-10-21
Realta Investment Advisors	UNCHANGED	170	170	0	0%	$66.4K	$65.0K	-$1.4K	2026-10-14
Beacon Investment Advisory Services, Inc.	DECREASED	163	191	-28	-15%	$74.6K	$62.3K	-$12.3K	2026-10-13
Ashton Thomas Securities, LLC	DECREASED	154	157	-3	-2%	$61.3K	$58.9K	-$2.5K	2026-10-26
Heritage Family Offices, LLP	NEW	149	—	+149	—	—	$56.9K	—	2026-11-02
IFP Advisors, Inc	NEW	146	—	+146	—	—	$55.8K	—	2026-10-16
Strengthening Families & Communities, LLC	UNCHANGED	139	139	0	0%	$54.4K	$53.3K	-$1.2K	2026-10-21
Archer Investment Corp	UNCHANGED	73	73	0	0%	$28.5K	$27.9K	-$617	2026-11-05
Elevation Wealth Partners, LLC	UNCHANGED	73	73	0	0%	$28.6K	$27.9K	-$612	2026-10-07
Phillips Financial Management, LLC	UNCHANGED	72	72	0	0%	$28.1K	$27.5K	-$609	2026-10-19
North Star Investment Management Corp.	UNCHANGED	66	66	0	0%	$25.9K	$25.4K	-$556	2026-10-27
Bank of New Hampshire	UNCHANGED	56	56	0	0%	$21.9K	$21.4K	-$473	2026-10-06
Hughes Financial Services, LLC	UNCHANGED	46	46	0	0%	$18.0K	$16.4K	-$1.6K	2026-10-30
WestEnd Advisors, LLC	NEW	33	—	+33	—	—	$12.5K	—	2026-10-27
Bullock Wealth Management Group	UNCHANGED	22	22	0	0%	$8.3K	$8.5K	+$190	2026-10-09
Central Pacific Bank - Trust Division	INCREASED	21	16	+5	+31%	$6.3K	$8.0K	+$1.8K	2026-10-06
Rossby Financial, LCC	NEW	11	—	+11	—	—	$4.1K	—	2026-11-05
Citigroup Inc	NEW	1	—	+1	—	—	$382	—	2026-11-04
Capital Investment Advisory Services, LLC	UNCHANGED	1	1	0	0%	$391	$382	-$9	2026-10-30
Albion Financial Group	UNCHANGED	1	1	0	0%	$391	$383	-$8	2026-10-21
McMill Wealth Management	CLOSED	0	185,187	-185,187	-100%	$4.7M	$0	-$4.7M	2026-11-05
Elevation Capital Advisory, LLC	CLOSED	0	3,670	-3,670	-100%	$1.4M	$0	-$1.4M	2026-10-29
StoneX Group Inc.	CLOSED	0	2,516	-2,516	-100%	$968.0K	$0	-$968.0K	2026-11-03
Prospera Financial Services Inc	CLOSED	0	606	-606	-100%	$236.9K	$0	-$236.9K	2026-11-04
Salem Investment Counselors Inc	CLOSED	0	123	-123	-100%	$48.1K	$0	-$48.1K	2026-10-13
Belvedere Trading LLC	CLOSED	0	101	-101	-100%	$39.5K	$0	-$39.5K	2026-11-05
Tsfg, LLC	CLOSED	0	70	-70	-100%	$27	$0	-$27	2026-10-23
Parallel Advisors, LLC	CLOSED	0	50	-50	-100%	$19.5K	$0	-$19.5K	2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	12	-12	-100%	$4.7K	$0	-$4.7K	2026-10-14
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$235.6K	$249.6K	+$14.0K	2026-10-29
LPL Financial LLC	N/A	—	284,922	-284,922	-100%	$111.3M	—	—	—
Wells Fargo & Company	N/A	—	214,822	-214,822	-100%	$83.9M	—	—	—
Morgan Stanley	N/A	—	152,450	-152,450	-100%	$59.6M	—	—	—
AlTi Global, Inc.	N/A	—	150,434	-150,434	-100%	$58.8M	—	—	—
Bank of Nova Scotia	N/A	—	86,818	-86,818	-100%	$33.9M	—	—	—
Bank of America Corp	N/A	—	78,566	-78,566	-100%	$30.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	72,224	-72,224	-100%	$28.2M	—	—	—
Ameriprise Financial Inc	N/A	—	57,262	-57,262	-100%	$22.9M	—	—	—
UBS Group AG	N/A	—	55,604	-55,604	-100%	$21.7M	—	—	—
Raymond James Financial Inc	N/A	—	51,427	-51,427	-100%	$20.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	49,094	-49,094	-100%	$19.2M	—	—	—
Private Advisor Group, LLC	N/A	—	45,997	-45,997	-100%	$18.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	44,949	-44,949	-100%	$17.6M	—	—	—
Prostatis Group LLC	N/A	—	26,382	-26,382	-100%	$10.3M	—	—	—
Smartleaf Asset Management LLC	N/A	—	25,072	-25,072	-100%	$9.5M	—	—	—
Royal Bank of Canada	N/A	—	24,035	-24,035	-100%	$9.4M	—	—	—
Gentry Private Wealth, LLC	N/A	—	23,163	-23,163	-100%	$9.0M	—	—	—
Luken Investment Analytics, LLC	N/A	—	22,430	-22,430	-100%	$8.8M	—	—	—
Cetera Investment Advisers	N/A	—	17,085	-17,085	-100%	$6.7M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	15,112	-15,112	-100%	$5.9M	—	—	—
First National Bank of Omaha	N/A	—	15,051	-15,051	-100%	$5.7M	—	—	—
HighTower Advisors, LLC	N/A	—	12,899	-12,899	-100%	$5.0M	—	—	—
Marshall Wace, LLP	N/A	—	12,633	-12,633	-100%	$4.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	10,366	-10,366	-100%	$4.1M	—	—	—
Quantinno Capital Management LP	N/A	—	8,816	-8,816	-100%	$3.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	8,351	-8,351	-100%	$3.1M	—	—	—
Mutual Advisors, LLC	N/A	—	7,146	-7,146	-100%	$2.8M	—	—	—
Janney Montgomery Scott LLC	N/A	—	7,080	-7,080	-100%	$2.8M	—	—	—
IHT Wealth Management, LLC	N/A	—	6,792	-6,792	-100%	$2.7M	—	—	—
Captrust Financial Advisors	N/A	—	6,699	-6,699	-100%	$2.6M	—	—	—
Peapack Gladstone Financial Corp	N/A	—	5,941	-5,941	-100%	$2.3M	—	—	—
Prudential PLC	N/A	—	5,500	-5,500	-100%	$2.1M	—	—	—
Arkadios Wealth Advisors	N/A	—	5,433	-5,433	-100%	$2.1M	—	—	—
Institute for Wealth Management, Llc.	N/A	—	5,110	-5,110	-100%	$2.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	5,006	-5,006	-100%	$2.0M	—	—	—
EP Wealth Advisors, LLC	N/A	—	4,942	-4,942	-100%	$1.9M	—	—	—
Brown Advisory Inc	N/A	—	4,728	-4,728	-100%	$1.8M	—	—	—
Equitable Holdings, Inc.	N/A	—	4,454	-4,454	-100%	$1.7M	—	—	—
MML Investors Services, LLC	N/A	—	4,337	-4,337	-100%	$1.7M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	4,215	-4,215	-100%	$1.6M	—	—	—
17 Capital Partners, LLC	N/A	—	3,941	-3,941	-100%	$1.5M	—	—	—
Stifel Financial Corp	N/A	—	3,815	-3,815	-100%	$1.5M	—	—	—
Savant Capital, LLC	N/A	—	3,758	-3,758	-100%	$1.2M	—	—	—
Cerity Partners LLC	N/A	—	3,536	-3,536	-100%	$1.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	3,321	-3,321	-100%	$1.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,183	-3,183	-100%	$1.2M	—	—	—
JPMorgan Chase & Co	N/A	—	3,058	-3,058	-100%	$1.2M	—	—	—
Shelton Capital Management	N/A	—	2,681	-2,681	-100%	$1.0M	—	—	—
&partners	N/A	—	2,535	-2,535	-100%	$990.1K	—	—	—
FMR LLC	N/A	—	2,465	-2,465	-100%	$963.0K	—	—	—
Advyzon Investment Management, LLC	N/A	—	2,294	-2,294	-100%	$896.2K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	2,161	-2,161	-100%	$844.2K	—	—	—
Focus Partners Wealth	N/A	—	2,161	-2,161	-100%	$844.6K	—	—	—
Citadel Advisors LLC	N/A	—	2,139	-2,139	-100%	$835.6K	—	—	—
Quadrature Capital Ltd	N/A	—	2,086	-2,086	-100%	$814.9K	—	—	—
Blair William & Co	N/A	—	1,960	-1,960	-100%	$765.6K	—	—	—
Mariner, LLC	N/A	—	1,951	-1,951	-100%	$762.2K	—	—	—
Keystone Financial Group	N/A	—	1,905	-1,905	-100%	$744.2K	—	—	—
AQR Capital Management LLC	N/A	—	1,537	-1,537	-100%	$600.5K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	1,515	-1,515	-100%	$591.8K	—	—	—
Commerce Bank	N/A	—	1,455	-1,455	-100%	$568.4K	—	—	—
Western Wealth Management, LLC	N/A	—	1,409	-1,409	-100%	$550.6K	—	—	—
Advisory Services Network, LLC	N/A	—	1,339	-1,339	-100%	$523.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	1,295	-1,295	-100%	$506.0K	—	—	—
Monograph Wealth Advisors, LLC	N/A	—	1,239	-1,239	-100%	$484.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	1,094	-1,094	-100%	$427.4K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	1,057	-1,057	-100%	$412.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,052	-1,052	-100%	$411.0K	—	—	—
Hilltop Holdings Inc.	N/A	—	1,041	-1,041	-100%	$406.7K	—	—	—
Westmount Partners, LLC	N/A	—	1,033	-1,033	-100%	$403.5K	—	—	—
Pgim Custom Harvest LLC	N/A	—	1,023	-1,023	-100%	$399.6K	—	—	—
Good Steward Wealth Advisors,LLC	N/A	—	1,000	-1,000	-100%	$390.7K	—	—	—
SCS Capital Management LLC	N/A	—	1,000	-1,000	-100%	$390.7K	—	—	—
Bawa N Mallick Trust	N/A	—	1,000	-1,000	-100%	$390.7K	—	—	—
Madden Advisory Services, Inc.	N/A	—	1,000	-1,000	-100%	$390.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	975	-975	-100%	$380.7K	—	—	—
Mayport, LLC	N/A	—	960	-960	-100%	$375.0K	—	—	—
Waterloo Capital, L.P.	N/A	—	938	-938	-100%	$366.4K	—	—	—
RFP Financial Group LLC	N/A	—	906	-906	-100%	$354.1K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	855	-855	-100%	$333.8K	—	—	—
World Investment Advisors	N/A	—	853	-853	-100%	$281.2K	—	—	—
Waverly Advisors, LLC	N/A	—	832	-832	-100%	$324.9K	—	—	—
Shared Vision Wealth Group LLC	N/A	—	781	-781	-100%	$305.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	719	-719	-100%	$280.9K	—	—	—
One Wealth Advisors, LLC	N/A	—	680	-680	-100%	$265.6K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	675	-675	-100%	$263.7K	—	—	—
Jane Street Group, LLC	N/A	—	665	-665	-100%	$259.8K	—	—	—
Purkiss Capital Advisors LLC	N/A	—	600	-600	-100%	$234.4K	—	—	—
Level Four Advisory Services, LLC	N/A	—	545	-545	-100%	$212.9K	—	—	—
Sequent Planning LLC	N/A	—	513	-513	-100%	$200.4K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	512	-512	-100%	$200.0K	—	—	—
AE Wealth Management LLC	N/A	—	309	-309	-100%	$120.7K	—	—	—
Richard W. Paul & Associates, LLC	N/A	—	284	-284	-100%	$110.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	227	-227	-100%	$88.6K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	194	-194	-100%	$75.8K	—	—	—
Bank of Montreal	N/A	—	191	-191	-100%	$74.6K	—	—	—
Harbour Investments, Inc.	N/A	—	172	-172	-100%	$67.2K	—	—	—
BFC Planning, Inc.	N/A	—	168	-168	-100%	$65.6K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	165	-165	-100%	$64.5K	—	—	—
IAG Wealth Partners, LLC	N/A	—	155	-155	-100%	$60.6K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	146	-146	-100%	$57.0K	—	—	—
Marshall Investment Management, LLC	N/A	—	122	-122	-100%	$47.5K	—	—	—
Integrity Financial Corp	N/A	—	114	-114	-100%	$44.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	105	-105	-100%	$41.2K	—	—	—
Huntington National Bank	N/A	—	103	-103	-100%	$40.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	68	-68	-100%	$26.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	54	-54	-100%	$21.1K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	50	-50	-100%	$19.5K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	50	-50	-100%	$19.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	45	-45	-100%	$17.6K	—	—	—
Capital Advisor Network LLC	N/A	—	35	-35	-100%	$13.7K	—	—	—
IFG Advisory, LLC	N/A	—	18	-18	-100%	$7.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	15	-15	-100%	$5.9K	—	—	—
Providence Capital Advisors, LLC	N/A	—	6	-6	-100%	$2.2K	—	—	—

Showing 246 of 246 institutions