SS Spdr ICE Pref SEC ETF (PSK)

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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Bank of New York Mellon Corp

INCREASED

Shares848,033 from 803,593

Change+44,440 (+6%)

Value$24.0M (-$500.5K)

Filed 2026-11-05

State of Wisconsin - Board of Commissioners of Public Lands

UNCHANGED

Shares780,643 from 780,643

Change0 (0%)

Value$22.1M (-$1.7M)

Filed 2026-10-26

LPL Financial LLC

INCREASED

Shares519,478 from 416,658

Change+102,820 (+25%)

Value$14.7M (+$2.0M)

Filed 2026-11-06

Sage Advisory Services, Ltd.Co.

DECREASED

Shares357,196 from 372,859

Change-15,663 (-4%)

Value$10.1M (-$1.3M)

Filed 2026-10-29

Lido Advisors, LLC

INCREASED

Shares275,944 from 266,836

Change+9,108 (+3%)

Value$7.8M (-$326.3K)

Filed 2026-11-04

United Asset Strategies, Inc.

INCREASED

Shares271,946 from 250,574

Change+21,372 (+9%)

Value$7.7M (+$56.9K)

Filed 2026-10-28

Truist Financial Corp

INCREASED

Shares183,412 from 176,067

Change+7,345 (+4%)

Value$5.2M (-$177.4K)

Filed 2026-10-30

Park Avenue Securities LLC

DECREASED

Shares161,054 from 181,522

Change-20,468 (-11%)

Value$4.6K (-$5.5M)

Filed 2026-10-26

Rosenberg Matthew Hamilton

INCREASED

Shares141,339 from 114,610

Change+26,729 (+23%)

Value$4.0M (+$506.5K)

Filed 2026-10-05

Sound Income Strategies, LLC

DECREASED

Shares132,248 from 134,336

Change-2,088 (-2%)

Value$3.7M (-$381.1K)

Filed 2026-10-09

Midwest Trust Co

INCREASED

Shares120,789 from 110,380

Change+10,409 (+9%)

Value$3.4M (+$53.3K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

INCREASED

Shares118,801 from 116,605

Change+2,196 (+2%)

Value$3.4M (-$193.1K)

Filed 2026-11-06

Allworth Financial LP

INCREASED

Shares118,553 from 111,472

Change+7,081 (+6%)

Value$3.6M (+$216.2K)

Filed 2026-11-06

Shulman DeMeo Asset Management LLC

DECREASED

Shares99,834 from 105,421

Change-5,587 (-5%)

Value$2.8M (-$396.2K)

Filed 2026-10-09

Investors Research Corp

DECREASED

Shares73,992 from 84,470

Change-10,478 (-12%)

Value$2.1M (-$481.9K)

Filed 2026-10-07

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares66,971 from 86,975

Change-20,004 (-23%)

Value$1.9M (-$760.1K)

Filed 2026-10-13

FDx Advisors, Inc.

INCREASED

Shares57,482 from 45,286

Change+12,196 (+27%)

Value$1.6K (-$1.4M)

Filed 2026-11-05

Aspetuck Financial Management LLC

DECREASED

Shares55,375 from 55,905

Change-530 (-1%)

Value$1.6M (-$137.5K)

Filed 2026-11-04

Crestwood Advisors Group, LLC

UNCHANGED

Shares50,729 from 50,729

Change0 (0%)

Value$1.4M (-$111.1K)

Filed 2026-10-27

NBT Bank, N.A.

INCREASED

Shares40,826 from 21,916

Change+18,910 (+86%)

Value$1.2M (+$487.9K)

Filed 2026-10-21

Wealthcare Advisory Partners LLC

INCREASED

Shares39,217 from 37,743

Change+1,474 (+4%)

Value$1.1M (-$40.9K)

Filed 2026-10-21

Breachway Investments LLC

INCREASED

Shares38,472 from 27,975

Change+10,497 (+38%)

Value$1.1M (+$236.2K)

Filed 2026-10-19

Eagle Harbor Asset Management Inc

INCREASED

Shares36,325 from 33,027

Change+3,298 (+10%)

Value$1.0M (+$21.1K)

Filed 2026-10-21

Financial Insights, Inc.

INCREASED

Shares35,356 from 34,845

Change+511 (+1%)

Value$1.0M (-$61.8K)

Filed 2026-10-27

Provenance Wealth Advisors, LLC

UNCHANGED

Shares31,535 from 31,535

Change0 (0%)

Value$893.7K (-$69.1K)

Filed 2026-10-30

XML Financial, LLC

INCREASED

Shares27,513 from 26,939

Change+574 (+2%)

Value$779.7K (-$42.7K)

Filed 2026-10-29

Walser Wealth Management Company, A Ltd Liability Co

DECREASED

Shares26,099 from 26,493

Change-394 (-1%)

Value$739.6K (-$69.2K)

Filed 2026-10-15

Eclectic Associates Inc

INCREASED

Shares25,536 from 11,794

Change+13,742 (+117%)

Value$723.7K (+$363.6K)

Filed 2026-10-09

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares22,471 from 24,718

Change-2,247 (-9%)

Value$637 (-$754.4K)

Filed 2026-11-02

Fifth Third Securities, Inc.

DECREASED

Shares20,014 from 22,722

Change-2,708 (-12%)

Value$567.2K (-$126.5K)

Filed 2026-10-21

Prospera Financial Services Inc

NEW

Shares15,281

Change+15,281

Value$425.0K

Filed 2026-11-04

Plan Group Financial, LLC

INCREASED

Shares15,279 from 10,996

Change+4,283 (+39%)

Value$429.3K (+$93.6K)

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares15,164 from 48,275

Change-33,111 (-69%)

Value$429.7K (-$1.0M)

Filed 2026-11-06

CGN Advisors LLC

DECREASED

Shares14,398 from 14,469

Change-71 (0%)

Value$408.0K (-$33.7K)

Filed 2026-10-21

WealthPoint Financial, LLC

INCREASED

Shares13,917 from 12,504

Change+1,413 (+11%)

Value$394.4K (+$12.7K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares13,310 from 13,793

Change-483 (-3%)

Value$377.2K (-$43.9K)

Filed 2026-11-05

US Bancorp \de\

DECREASED

Shares13,177 from 14,983

Change-1,806 (-12%)

Value$373.4K (-$84.0K)

Filed 2026-11-05

Wedmont Private Capital

INCREASED

Shares12,821 from 12,604

Change+217 (+2%)

Value$360.6K (-$22.5K)

Filed 2026-10-09

Inscription Capital, LLC

UNCHANGED

Shares12,595 from 12,595

Change0 (0%)

Value$356.9K (-$27.6K)

Filed 2026-11-02

Greenleaf Trust

UNCHANGED

Shares12,044 from 12,044

Change0 (0%)

Value$341.3K (-$26.4K)

Filed 2026-10-29

Parr Mcknight Wealth Management Group, LLC

INCREASED

Shares12,000 from 10,000

Change+2,000 (+20%)

Value$340.1K (+$34.8K)

Filed 2026-10-30

Laurel OAK Wealth Management, LLC

DECREASED

Shares11,529 from 16,669

Change-5,140 (-31%)

Value$326.7K (-$182.2K)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares11,448 from 11,448

Change0 (0%)

Value$324.4K (-$25.1K)

Filed 2026-10-20

Diversified Trust Co

NEW

Shares11,287

Change+11,287

Value$319.9K

Filed 2026-11-06

Atlas Private Wealth Advisors

DECREASED

Shares11,260 from 15,532

Change-4,272 (-27%)

Value$319.1K (-$155.1K)

Filed 2026-10-23

Artemis Wealth Advisors, LLC

INCREASED

Shares11,221 from 11,041

Change+180 (+2%)

Value$318.0K (-$19.1K)

Filed 2026-11-05

McAdam, LLC

NEW

Shares10,627

Change+10,627

Value$301.2K

Filed 2026-10-21

Creative Planning

DECREASED

Shares8,586 from 8,664

Change-78 (-1%)

Value$243.3K (-$21.2K)

Filed 2026-11-02

Form Wealth Advisors, LLC

INCREASED

Shares8,464 from 8,319

Change+145 (+2%)

Value$239.9K (-$14.1K)

Filed 2026-10-13

Sharper & Granite LLC

UNCHANGED

Shares7,310 from 7,310

Change0 (0%)

Value$225.4K (+$2.3K)

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares5,843 from 6,074

Change-231 (-4%)

Value$165.6K (-$19.8K)

Filed 2026-10-08

Tradewinds Capital Management, LLC

UNCHANGED

Shares4,710 from 4,710

Change0 (0%)

Value$133.5K (-$10.3K)

Filed 2026-10-23

IFP Advisors, Inc

DECREASED

Shares2,424 from 2,766

Change-342 (-12%)

Value$68.7K (-$15.8K)

Filed 2026-10-16

AlphaCore Capital LLC

UNCHANGED

Shares2,007 from 2,007

Change0 (0%)

Value$56.9K (-$4.4K)

Filed 2026-11-04

Duncker Streett & Co Inc

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$56.7K (-$4.4K)

Filed 2026-10-27

SRH Advisors, LLC

UNCHANGED

Shares1,620 from 1,620

Change0 (0%)

Value$45.9K (-$3.5K)

Filed 2026-10-22

Lanark Financial, Inc.

DECREASED

Shares1,537 from 1,754

Change-217 (-12%)

Value$43.6K (-$10.0K)

Filed 2026-10-26

CoreCap Advisors, LLC

DECREASED

Shares1,232 from 1,299

Change-67 (-5%)

Value$34.9K (-$4.7K)

Filed 2026-10-08

City Holding Co

UNCHANGED

Shares1,161 from 1,161

Change0 (0%)

Value$32.9K (-$2.5K)

Filed 2026-10-19

Triumph Capital Management

INCREASED

Shares1,127 from 642

Change+485 (+76%)

Value$31.9K (+$12.3K)

Filed 2026-10-14

Key FInancial Inc

DECREASED

Shares714 from 1,142

Change-428 (-37%)

Value$20.2K (-$14.6K)

Filed 2026-11-02

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

DECREASED

Shares432 from 1,393

Change-961 (-69%)

Value$12.2K (-$30.3K)

Filed 2026-10-14

Balance Wealth Partners LLC

NEW

Shares299

Change+299

Value$8.5K

Filed 2026-10-27

Capital Investment Advisory Services, LLC

INCREASED

Shares260 from 258

Change+2 (+1%)

Value$7.4K (-$509)

Filed 2026-10-30

Latitude Advisors, LLC

NEW

Shares203

Change+203

Value$5.7K

Filed 2026-10-27

Vima LLC

UNCHANGED

Shares178 from 178

Change0 (0%)

Value$5.0K (-$389)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares171 from 171

Change0 (0%)

Value$4.8K (-$375)

Filed 2026-11-03

Vision Financial Markets LLC

INCREASED

Shares158 from 155

Change+3 (+2%)

Value$4.5K (-$256)

Filed 2026-10-22

SBI Securities Co., Ltd.

DECREASED

Shares100 from 117

Change-17 (-15%)

Value$2.8K (-$738)

Filed 2026-10-22

Princeton Global Asset Management LLC

NEW

Shares48

Change+48

Value$1.4K

Filed 2026-10-21

Tounjian Advisory Partners, LLC

DECREASED

Shares31 from 150

Change-119 (-79%)

Value$870 (-$3.7K)

Filed 2026-11-04

Signature Equity Partners, LLC

NEW

Shares18

Change+18

Value$510

Filed 2026-10-29

Portfolio Resources Advisor Group, Inc.

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$368 (-$29)

Filed 2026-10-20

Key Capital Management, Inc

DECREASED

Shares7 from 92

Change-85 (-92%)

Value$198 (-$2.6K)

Filed 2026-11-03

Twelve Points Wealth Management LLC

CLOSED

Shares0 from 164,235

Change-164,235 (-100%)

Value$0 (-$5.0M)

Filed 2026-11-03

Fulton Breakefield Broenniman LLC

CLOSED

Shares0 from 22,593

Change-22,593 (-100%)

Value$0 (-$689.8K)

Filed 2026-11-03

Euro Pacific Asset Management, LLC

CLOSED

Shares0 from 19,030

Change-19,030 (-100%)

Value$0 (-$154)

Filed 2026-11-03

Bath Savings Trust Co

CLOSED

Shares0 from 8,422

Change-8,422 (-100%)

Value$0 (-$257.1K)

Filed 2026-10-07

Keybank National Association

CLOSED

Shares0 from 8,100

Change-8,100 (-100%)

Value$0 (-$247.3K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 4,159

Change-4,159 (-100%)

Value$0 (-$126.8K)

Filed 2026-11-02

Cornerstone Planning Group LLC

CLOSED

Shares0 from 798

Change-798 (-100%)

Value$0 (-$24.2K)

Filed 2026-10-16

Sunrise Financial Services, LLC

CLOSED

Shares0 from 584

Change-584 (-100%)

Value$0 (-$17.8K)

Filed 2026-10-21

Park National Corp

CLOSED

Shares0 from 388

Change-388 (-100%)

Value$0 (-$11.8K)

Filed 2026-10-05

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 379

Change-379 (-100%)

Value$0 (-$11.6K)

Filed 2026-10-26

Citigroup Inc

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$9.2K)

Filed 2026-11-04

SYM Financial Corp

CLOSED

Shares0 from 89

Change-89 (-100%)

Value$0 (-$2.7K)

Filed 2026-10-26

Costello Asset Management, Inc

CLOSED

Shares0 from 84

Change-84 (-100%)

Value$0 (-$2.6K)

Filed 2026-10-30

Simplex Trading, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$396)

Filed 2026-11-04

True Wealth Design, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$92)

Filed 2026-10-13

Signaturefd, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$22)

Filed 2026-10-23

Wells Fargo & Company

N/A

Shares— from 1,430,073

Change-1,430,073 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,120,402

Change-1,120,402 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 997,077

Change-997,077 (-100%)

Value—

CNO Financial Group, Inc.

N/A

Shares— from 700,000

Change-700,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 624,490

Change-624,490 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 433,914

Change-433,914 (-100%)

Value—

UBS Group AG

N/A

Shares— from 265,320

Change-265,320 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 257,022

Change-257,022 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 174,253

Change-174,253 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 141,343

Change-141,343 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 138,140

Change-138,140 (-100%)

Value—

&partners

N/A

Shares— from 131,391

Change-131,391 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 122,711

Change-122,711 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 93,171

Change-93,171 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 79,494

Change-79,494 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 78,175

Change-78,175 (-100%)

Value—

Voya Financial Advisors, Inc.

N/A

Shares— from 67,137

Change-67,137 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 53,187

Change-53,187 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 48,155

Change-48,155 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 44,396

Change-44,396 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 41,597

Change-41,597 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 41,389

Change-41,389 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 38,473

Change-38,473 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 36,789

Change-36,789 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 28,368

Change-28,368 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 27,962

Change-27,962 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 26,441

Change-26,441 (-100%)

Value—

Betterment LLC

N/A

Shares— from 23,647

Change-23,647 (-100%)

Value—

Cornerstone Financial Group, LLC

N/A

Shares— from 20,731

Change-20,731 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 18,751

Change-18,751 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 17,376

Change-17,376 (-100%)

Value—

Camarda Financial Advisors, LLC

N/A

Shares— from 14,704

Change-14,704 (-100%)

Value—

Hilton Capital Management, LLC

N/A

Shares— from 13,860

Change-13,860 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 13,848

Change-13,848 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,842

Change-12,842 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,535

Change-12,535 (-100%)

Value—

Alexander Labrunerie & Co., Inc.

N/A

Shares— from 11,895

Change-11,895 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,993

Change-10,993 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 9,404

Change-9,404 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 9,177

Change-9,177 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 9,159

Change-9,159 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 8,211

Change-8,211 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,166

Change-8,166 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,136

Change-8,136 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 7,918

Change-7,918 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 7,280

Change-7,280 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 6,975

Change-6,975 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 5,660

Change-5,660 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 3,735

Change-3,735 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 2,780

Change-2,780 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,484

Change-2,484 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 2,077

Change-2,077 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 1,574

Change-1,574 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,152

Change-1,152 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 1,087

Change-1,087 (-100%)

Value—

JDM Financial Group LLC

N/A

Shares— from 1,065

Change-1,065 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 858

Change-858 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 798

Change-798 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 787

Change-787 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 565

Change-565 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 450

Change-450 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 226

Change-226 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 146

Change-146 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 124

Change-124 (-100%)

Value—

FMR LLC

N/A

Shares— from 110

Change-110 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 85

Change-85 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	848,033	803,593	+44,440	+6%	$24.5M	$24.0M	-$500.5K	2026-11-05
State of Wisconsin - Board of Commissioners of Public Lands	UNCHANGED	780,643	780,643	0	0%	$23.8M	$22.1M	-$1.7M	2026-10-26
LPL Financial LLC	INCREASED	519,478	416,658	+102,820	+25%	$12.7M	$14.7M	+$2.0M	2026-11-06
Sage Advisory Services, Ltd.Co.	DECREASED	357,196	372,859	-15,663	-4%	$11.4M	$10.1M	-$1.3M	2026-10-29
Lido Advisors, LLC	INCREASED	275,944	266,836	+9,108	+3%	$8.1M	$7.8M	-$326.3K	2026-11-04
United Asset Strategies, Inc.	INCREASED	271,946	250,574	+21,372	+9%	$7.7M	$7.7M	+$56.9K	2026-10-28
Truist Financial Corp	INCREASED	183,412	176,067	+7,345	+4%	$5.4M	$5.2M	-$177.4K	2026-10-30
Park Avenue Securities LLC	DECREASED	161,054	181,522	-20,468	-11%	$5.5M	$4.6K	-$5.5M	2026-10-26
Rosenberg Matthew Hamilton	INCREASED	141,339	114,610	+26,729	+23%	$3.5M	$4.0M	+$506.5K	2026-10-05
Sound Income Strategies, LLC	DECREASED	132,248	134,336	-2,088	-2%	$4.1M	$3.7M	-$381.1K	2026-10-09
Midwest Trust Co	INCREASED	120,789	110,380	+10,409	+9%	$3.4M	$3.4M	+$53.3K	2026-10-22
PNC Financial Services Group, Inc.	INCREASED	118,801	116,605	+2,196	+2%	$3.6M	$3.4M	-$193.1K	2026-11-06
Allworth Financial LP	INCREASED	118,553	111,472	+7,081	+6%	$3.4M	$3.6M	+$216.2K	2026-11-06
Shulman DeMeo Asset Management LLC	DECREASED	99,834	105,421	-5,587	-5%	$3.2M	$2.8M	-$396.2K	2026-10-09
Investors Research Corp	DECREASED	73,992	84,470	-10,478	-12%	$2.6M	$2.1M	-$481.9K	2026-10-07
Wealth Enhancement Advisory Services, LLC	DECREASED	66,971	86,975	-20,004	-23%	$2.6M	$1.9M	-$760.1K	2026-10-13
FDx Advisors, Inc.	INCREASED	57,482	45,286	+12,196	+27%	$1.4M	$1.6K	-$1.4M	2026-11-05
Aspetuck Financial Management LLC	DECREASED	55,375	55,905	-530	-1%	$1.7M	$1.6M	-$137.5K	2026-11-04
Crestwood Advisors Group, LLC	UNCHANGED	50,729	50,729	0	0%	$1.5M	$1.4M	-$111.1K	2026-10-27
NBT Bank, N.A.	INCREASED	40,826	21,916	+18,910	+86%	$669.1K	$1.2M	+$487.9K	2026-10-21
Wealthcare Advisory Partners LLC	INCREASED	39,217	37,743	+1,474	+4%	$1.2M	$1.1M	-$40.9K	2026-10-21
Breachway Investments LLC	INCREASED	38,472	27,975	+10,497	+38%	$854.1K	$1.1M	+$236.2K	2026-10-19
Eagle Harbor Asset Management Inc	INCREASED	36,325	33,027	+3,298	+10%	$1.0M	$1.0M	+$21.1K	2026-10-21
Financial Insights, Inc.	INCREASED	35,356	34,845	+511	+1%	$1.1M	$1.0M	-$61.8K	2026-10-27
Provenance Wealth Advisors, LLC	UNCHANGED	31,535	31,535	0	0%	$962.8K	$893.7K	-$69.1K	2026-10-30
XML Financial, LLC	INCREASED	27,513	26,939	+574	+2%	$822.5K	$779.7K	-$42.7K	2026-10-29
Walser Wealth Management Company, A Ltd Liability Co	DECREASED	26,099	26,493	-394	-1%	$808.8K	$739.6K	-$69.2K	2026-10-15
Eclectic Associates Inc	INCREASED	25,536	11,794	+13,742	+117%	$360.1K	$723.7K	+$363.6K	2026-10-09
Cambridge Investment Research Advisors, Inc.	DECREASED	22,471	24,718	-2,247	-9%	$755.0K	$637	-$754.4K	2026-11-02
Fifth Third Securities, Inc.	DECREASED	20,014	22,722	-2,708	-12%	$693.7K	$567.2K	-$126.5K	2026-10-21
Prospera Financial Services Inc	NEW	15,281	—	+15,281	—	—	$425.0K	—	2026-11-04
Plan Group Financial, LLC	INCREASED	15,279	10,996	+4,283	+39%	$335.7K	$429.3K	+$93.6K	2026-10-22
Deutsche Bank Ag\	DECREASED	15,164	48,275	-33,111	-69%	$1.5M	$429.7K	-$1.0M	2026-11-06
CGN Advisors LLC	DECREASED	14,398	14,469	-71	0%	$441.7K	$408.0K	-$33.7K	2026-10-21
WealthPoint Financial, LLC	INCREASED	13,917	12,504	+1,413	+11%	$381.7K	$394.4K	+$12.7K	2026-11-03
Fifth Third Bancorp	DECREASED	13,310	13,793	-483	-3%	$421.1K	$377.2K	-$43.9K	2026-11-05
US Bancorp \de\	DECREASED	13,177	14,983	-1,806	-12%	$457.4K	$373.4K	-$84.0K	2026-11-05
Wedmont Private Capital	INCREASED	12,821	12,604	+217	+2%	$383.2K	$360.6K	-$22.5K	2026-10-09
Inscription Capital, LLC	UNCHANGED	12,595	12,595	0	0%	$384.5K	$356.9K	-$27.6K	2026-11-02
Greenleaf Trust	UNCHANGED	12,044	12,044	0	0%	$367.7K	$341.3K	-$26.4K	2026-10-29
Parr Mcknight Wealth Management Group, LLC	INCREASED	12,000	10,000	+2,000	+20%	$305.3K	$340.1K	+$34.8K	2026-10-30
Laurel OAK Wealth Management, LLC	DECREASED	11,529	16,669	-5,140	-31%	$508.9K	$326.7K	-$182.2K	2026-10-19
Private Trust Co NA	UNCHANGED	11,448	11,448	0	0%	$349.5K	$324.4K	-$25.1K	2026-10-20
Diversified Trust Co	NEW	11,287	—	+11,287	—	—	$319.9K	—	2026-11-06
Atlas Private Wealth Advisors	DECREASED	11,260	15,532	-4,272	-27%	$474.2K	$319.1K	-$155.1K	2026-10-23
Artemis Wealth Advisors, LLC	INCREASED	11,221	11,041	+180	+2%	$337.1K	$318.0K	-$19.1K	2026-11-05
McAdam, LLC	NEW	10,627	—	+10,627	—	—	$301.2K	—	2026-10-21
Creative Planning	DECREASED	8,586	8,664	-78	-1%	$264.5K	$243.3K	-$21.2K	2026-11-02
Form Wealth Advisors, LLC	INCREASED	8,464	8,319	+145	+2%	$254.0K	$239.9K	-$14.1K	2026-10-13
Sharper & Granite LLC	UNCHANGED	7,310	7,310	0	0%	$223.2K	$225.4K	+$2.3K	2026-11-02
Farther Finance Advisors, LLC	DECREASED	5,843	6,074	-231	-4%	$185.4K	$165.6K	-$19.8K	2026-10-08
Tradewinds Capital Management, LLC	UNCHANGED	4,710	4,710	0	0%	$143.8K	$133.5K	-$10.3K	2026-10-23
IFP Advisors, Inc	DECREASED	2,424	2,766	-342	-12%	$84.4K	$68.7K	-$15.8K	2026-10-16
AlphaCore Capital LLC	UNCHANGED	2,007	2,007	0	0%	$61.3K	$56.9K	-$4.4K	2026-11-04
Duncker Streett & Co Inc	UNCHANGED	2,000	2,000	0	0%	$61.1K	$56.7K	-$4.4K	2026-10-27
SRH Advisors, LLC	UNCHANGED	1,620	1,620	0	0%	$49.5K	$45.9K	-$3.5K	2026-10-22
Lanark Financial, Inc.	DECREASED	1,537	1,754	-217	-12%	$53.5K	$43.6K	-$10.0K	2026-10-26
CoreCap Advisors, LLC	DECREASED	1,232	1,299	-67	-5%	$39.7K	$34.9K	-$4.7K	2026-10-08
City Holding Co	UNCHANGED	1,161	1,161	0	0%	$35.4K	$32.9K	-$2.5K	2026-10-19
Triumph Capital Management	INCREASED	1,127	642	+485	+76%	$19.6K	$31.9K	+$12.3K	2026-10-14
Key FInancial Inc	DECREASED	714	1,142	-428	-37%	$34.9K	$20.2K	-$14.6K	2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	432	1,393	-961	-69%	$42.5K	$12.2K	-$30.3K	2026-10-14
Balance Wealth Partners LLC	NEW	299	—	+299	—	—	$8.5K	—	2026-10-27
Capital Investment Advisory Services, LLC	INCREASED	260	258	+2	+1%	$7.9K	$7.4K	-$509	2026-10-30
Latitude Advisors, LLC	NEW	203	—	+203	—	—	$5.7K	—	2026-10-27
Vima LLC	UNCHANGED	178	178	0	0%	$5.4K	$5.0K	-$389	2026-10-23
Ashton Thomas Private Wealth, LLC	UNCHANGED	171	171	0	0%	$5.2K	$4.8K	-$375	2026-11-03
Vision Financial Markets LLC	INCREASED	158	155	+3	+2%	$4.7K	$4.5K	-$256	2026-10-22
SBI Securities Co., Ltd.	DECREASED	100	117	-17	-15%	$3.6K	$2.8K	-$738	2026-10-22
Princeton Global Asset Management LLC	NEW	48	—	+48	—	—	$1.4K	—	2026-10-21
Tounjian Advisory Partners, LLC	DECREASED	31	150	-119	-79%	$4.6K	$870	-$3.7K	2026-11-04
Signature Equity Partners, LLC	NEW	18	—	+18	—	—	$510	—	2026-10-29
Portfolio Resources Advisor Group, Inc.	UNCHANGED	13	13	0	0%	$397	$368	-$29	2026-10-20
Key Capital Management, Inc	DECREASED	7	92	-85	-92%	$2.8K	$198	-$2.6K	2026-11-03
Twelve Points Wealth Management LLC	CLOSED	0	164,235	-164,235	-100%	$5.0M	$0	-$5.0M	2026-11-03
Fulton Breakefield Broenniman LLC	CLOSED	0	22,593	-22,593	-100%	$689.8K	$0	-$689.8K	2026-11-03
Euro Pacific Asset Management, LLC	CLOSED	0	19,030	-19,030	-100%	$154	$0	-$154	2026-11-03
Bath Savings Trust Co	CLOSED	0	8,422	-8,422	-100%	$257.1K	$0	-$257.1K	2026-10-07
Keybank National Association	CLOSED	0	8,100	-8,100	-100%	$247.3K	$0	-$247.3K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	4,159	-4,159	-100%	$126.8K	$0	-$126.8K	2026-11-02
Cornerstone Planning Group LLC	CLOSED	0	798	-798	-100%	$24.2K	$0	-$24.2K	2026-10-16
Sunrise Financial Services, LLC	CLOSED	0	584	-584	-100%	$17.8K	$0	-$17.8K	2026-10-21
Park National Corp	CLOSED	0	388	-388	-100%	$11.8K	$0	-$11.8K	2026-10-05
Vermillion Wealth Management, Inc.	CLOSED	0	379	-379	-100%	$11.6K	$0	-$11.6K	2026-10-26
Citigroup Inc	CLOSED	0	300	-300	-100%	$9.2K	$0	-$9.2K	2026-11-04
SYM Financial Corp	CLOSED	0	89	-89	-100%	$2.7K	$0	-$2.7K	2026-10-26
Costello Asset Management, Inc	CLOSED	0	84	-84	-100%	$2.6K	$0	-$2.6K	2026-10-30
Simplex Trading, LLC	CLOSED	0	13	-13	-100%	$396	$0	-$396	2026-11-04
True Wealth Design, LLC	CLOSED	0	3	-3	-100%	$92	$0	-$92	2026-10-13
Signaturefd, LLC	CLOSED	0	1	-1	-100%	$22	$0	-$22	2026-10-23
Wells Fargo & Company	N/A	—	1,430,073	-1,430,073	-100%	$43.7M	—	—	—
Morgan Stanley	N/A	—	1,120,402	-1,120,402	-100%	$34.2M	—	—	—
Royal Bank of Canada	N/A	—	997,077	-997,077	-100%	$30.4M	—	—	—
CNO Financial Group, Inc.	N/A	—	700,000	-700,000	-100%	$21.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	624,490	-624,490	-100%	$19.1M	—	—	—
Raymond James Financial Inc	N/A	—	433,914	-433,914	-100%	$13.2M	—	—	—
UBS Group AG	N/A	—	265,320	-265,320	-100%	$8.1M	—	—	—
Bank of America Corp	N/A	—	257,022	-257,022	-100%	$7.8M	—	—	—
Checchi Capital Advisers, LLC	N/A	—	174,253	-174,253	-100%	$5.3M	—	—	—
Cetera Investment Advisers	N/A	—	141,343	-141,343	-100%	$4.3M	—	—	—
Crews Bank & Trust	N/A	—	138,140	-138,140	-100%	$4.2M	—	—	—
&partners	N/A	—	131,391	-131,391	-100%	$4.0M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	122,711	-122,711	-100%	$3.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	93,171	-93,171	-100%	$2.8M	—	—	—
Ameriprise Financial Inc	N/A	—	79,494	-79,494	-100%	$2.4M	—	—	—
ST Germain D J Co Inc	N/A	—	78,175	-78,175	-100%	$2.4M	—	—	—
Voya Financial Advisors, Inc.	N/A	—	67,137	-67,137	-100%	$2.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	53,187	-53,187	-100%	$1.6M	—	—	—
JPMorgan Chase & Co	N/A	—	48,155	-48,155	-100%	$1.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	44,396	-44,396	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	41,597	-41,597	-100%	$1.3M	—	—	—
Wealthspire Retirement, LLC	N/A	—	41,389	-41,389	-100%	$1.3M	—	—	—
Private Advisor Group, LLC	N/A	—	38,473	-38,473	-100%	$1.2M	—	—	—
Bank of Montreal	N/A	—	36,789	-36,789	-100%	$1.1M	—	—	—
Strategic Financial Concepts, LLC	N/A	—	28,368	-28,368	-100%	$866.1K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	27,962	-27,962	-100%	$853.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	26,441	-26,441	-100%	$807.2K	—	—	—
Betterment LLC	N/A	—	23,647	-23,647	-100%	$722.0K	—	—	—
Cornerstone Financial Group, LLC	N/A	—	20,731	-20,731	-100%	$632.9K	—	—	—
MML Investors Services, LLC	N/A	—	18,751	-18,751	-100%	$572.5K	—	—	—
Pure Financial Advisors, LLC	N/A	—	17,376	-17,376	-100%	$530.5K	—	—	—
Camarda Financial Advisors, LLC	N/A	—	14,704	-14,704	-100%	$448.9K	—	—	—
Hilton Capital Management, LLC	N/A	—	13,860	-13,860	-100%	$423.1K	—	—	—
Sequent Planning LLC	N/A	—	13,848	-13,848	-100%	$422.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	12,842	-12,842	-100%	$391.4K	—	—	—
Mariner, LLC	N/A	—	12,535	-12,535	-100%	$382.7K	—	—	—
Alexander Labrunerie & Co., Inc.	N/A	—	11,895	-11,895	-100%	$363.1K	—	—	—
Jane Street Group, LLC	N/A	—	10,993	-10,993	-100%	$335.6K	—	—	—
Cerity Partners LLC	N/A	—	9,404	-9,404	-100%	$287.1K	—	—	—
Gotham Asset Management, LLC	N/A	—	9,177	-9,177	-100%	$280.2K	—	—	—
TD Capital Management LLC	N/A	—	9,159	-9,159	-100%	$279.6K	—	—	—
Wayfinding Financial, LLC	N/A	—	8,211	-8,211	-100%	$250.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,166	-8,166	-100%	$249.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,136	-8,136	-100%	$248.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	7,918	-7,918	-100%	$241.7K	—	—	—
Equitable Holdings, Inc.	N/A	—	7,280	-7,280	-100%	$222.2K	—	—	—
Flputnam Investment Management Co	N/A	—	6,975	-6,975	-100%	$212.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	5,660	-5,660	-100%	$172.8K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	3,735	-3,735	-100%	$114.0K	—	—	—
Napier Financial, LLC	N/A	—	2,780	-2,780	-100%	$84.9K	—	—	—
BFC Planning, Inc.	N/A	—	2,484	-2,484	-100%	$75.8K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	2,077	-2,077	-100%	$63.4K	—	—	—
IMA Advisory Services, Inc.	N/A	—	1,574	-1,574	-100%	$48.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,152	-1,152	-100%	$35.2K	—	—	—
Rialto Wealth Management, LLC	N/A	—	1,087	-1,087	-100%	$33.2K	—	—	—
JDM Financial Group LLC	N/A	—	1,065	-1,065	-100%	$32.5K	—	—	—
Topsail Wealth Management, LLC	N/A	—	858	-858	-100%	$26.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	798	-798	-100%	$24.4K	—	—	—
Harbour Investments, Inc.	N/A	—	787	-787	-100%	$24.0K	—	—	—
Arax Advisory Partners	N/A	—	565	-565	-100%	$17.2K	—	—	—
National Bank of Canada	N/A	—	450	-450	-100%	$13.7K	—	—	—
AE Wealth Management LLC	N/A	—	226	-226	-100%	$6.9K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	146	-146	-100%	$4.5K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	124	-124	-100%	$3.8K	—	—	—
FMR LLC	N/A	—	110	-110	-100%	$3.4K	—	—	—
Front Row Advisors LLC	N/A	—	101	-101	-100%	$3.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	100	-100	-100%	$3.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	89	-89	-100%	$2.7K	—	—	—
Highland Investment Advisors LLC	N/A	—	85	-85	-100%	$2.6K	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	73	-73	-100%	$2.2K	—	—	—
Delta Asset Management LLC	N/A	—	56	-56	-100%	$1.7K	—	—	—
Westfuller Advisors, LLC	N/A	—	1	-1	-100%	$29	—	—	—

Showing 162 of 162 institutions