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Spdr Bloomberg EM Bond (EBND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,054,497 from 1,028,619
Change+25,878 (+3%)
Value$21.7M (+$203.9K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
INCREASED
Shares424,064 from 393,524
Change+30,540 (+8%)
Value$8.7M (+$503.2K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares371,253 from 370,565
Change+688 (+0%)
Value$7.6M (-$642)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares330,099 from 322,224
Change+7,875 (+2%)
Value$6.8M (+$59.1K)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares310,902 from 310,927
Change-25 (0%)
Value$6.4M (-$100.0K)
Filed 2026-10-21
NewSquare Capital LLC
DECREASED
Shares246,698 from 254,050
Change-7,352 (-3%)
Value$5.1M (-$232.7K)
Filed 2026-11-06
City State Bank
INCREASED
Shares235,765 from 221,052
Change+14,713 (+7%)
Value$4.9M (+$232.4K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED
Shares200,646 from 102,080
Change+98,566 (+97%)
Value$4.1M (+$2.0M)
Filed 2026-11-02
JBGlobal.com LLC
NEW
Shares191,427
Change+191,427
Value$3.9M
Filed 2026-10-13
MacKenzie Financial Corp
UNCHANGED
Shares169,133 from 169,133
Change0 (0%)
Value$3.5M (-$54.1K)
Filed 2026-11-02
Aspire Private Capital, LLC
DECREASED
Shares153,902 from 156,574
Change-2,672 (-2%)
Value$3.2M (-$105.1K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares143,053 from 150,341
Change-7,288 (-5%)
Value$2.9K (-$3.1M)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares122,206 from 126,532
Change-4,326 (-3%)
Value$2.5M (-$136.9K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares118,532 from 113,432
Change+5,100 (+5%)
Value$2.4M (+$68.7K)
Filed 2026-10-08
Private Advisory Group LLC
INCREASED
Shares105,789 from 104,363
Change+1,426 (+1%)
Value$2.2M (-$4.0K)
Filed 2026-11-06
Hibernia Wealth Partners, LLC
INCREASED
Shares105,754 from 105,435
Change+319 (+0%)
Value$2.2M (-$27.1K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares101,165 from 14,767
Change+86,398 (+585%)
Value$2.1M (+$1.8M)
Filed 2026-11-04
First Citizens Bank & Trust Co
DECREASED
Shares98,696 from 106,050
Change-7,354 (-7%)
Value$2.0M (-$185.4K)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares98,443 from 96,166
Change+2,277 (+2%)
Value$2.0M (+$16.1K)
Filed 2026-10-22
Breakwater Investment Management
INCREASED
Shares95,168 from 84,220
Change+10,948 (+13%)
Value$2.0M (+$198.6K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares79,983 from 79,028
Change+955 (+1%)
Value$1.6K (-$1.7M)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares78,804 from 76,011
Change+2,793 (+4%)
Value$1.6M (+$33.2K)
Filed 2026-11-06
Vicus Capital
INCREASED
Shares76,242 from 55,582
Change+20,660 (+37%)
Value$1.6M (+$407.8K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares67,154 from 64,356
Change+2,798 (+4%)
Value$1.4M (+$37.1K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares64,988 from 38,323
Change+26,665 (+70%)
Value$1.3M (+$537.0K)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares61,589 from 48,983
Change+12,606 (+26%)
Value$1.3M (+$239.7K)
Filed 2026-10-30
Landmark Wealth Management, Inc.
DECREASED
Shares61,568 from 63,697
Change-2,129 (-3%)
Value$1.3M (-$64.2K)
Filed 2026-11-04
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares59,839 from 50,314
Change+9,525 (+19%)
Value$1.2M (+$180.1K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares59,467 from 55,078
Change+4,389 (+8%)
Value$1.2M (+$72.8K)
Filed 2026-10-16
Treasure Coast Financial Planning
DECREASED
Shares52,888 from 53,569
Change-681 (-1%)
Value$1.1M (-$31.2K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
DECREASED
Shares46,574 from 46,576
Change-2 (0%)
Value$959.4K (-$14.9K)
Filed 2026-10-14
Diversify Advisory Services, LLC
INCREASED
Shares44,307 from 10,251
Change+34,056 (+332%)
Value$918.0K (+$704.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares44,307 from 10,251
Change+34,056 (+332%)
Value$918.0K (+$704.9K)
Filed 2026-10-20
KWB Wealth
INCREASED
Shares42,975 from 36,167
Change+6,808 (+19%)
Value$885.3K (+$128.7K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares42,486 from 38,827
Change+3,659 (+9%)
Value$875.2K (+$62.9K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares41,587 from 38,756
Change+2,831 (+7%)
Value$856.7K (+$45.9K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares38,440 from 36,465
Change+1,975 (+5%)
Value$791.9K (+$29.0K)
Filed 2026-10-23
Family CFO Inc
INCREASED
Shares36,775 from 36,368
Change+407 (+1%)
Value$757.6K (-$3.3K)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares35,822 from 30,996
Change+4,826 (+16%)
Value$737.9K (+$89.5K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares30,143 from 29,258
Change+885 (+3%)
Value$620.4K (+$7.7K)
Filed 2026-10-13
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares27,598 from 27,598
Change0 (0%)
Value$568.5K (-$8.8K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares27,239 from 21,183
Change+6,056 (+29%)
Value$561.1K (+$118.3K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares26,107 from 25,018
Change+1,089 (+4%)
Value$537.8K (+$14.4K)
Filed 2026-10-16
Midwest Financial Network, LLC
INCREASED
Shares25,682 from 21,338
Change+4,344 (+20%)
Value$529.1K (+$82.7K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares25,358 from 13,558
Change+11,800 (+87%)
Value$522.4K (+$238.7K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares25,169 from 24,442
Change+727 (+3%)
Value$518.5K (+$7.1K)
Filed 2026-11-03
WealthPoint Financial, LLC
INCREASED
Shares25,086 from 23,453
Change+1,633 (+7%)
Value$516.8K (+$26.1K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares24,878 from 23,406
Change+1,472 (+6%)
Value$512.5K (+$22.8K)
Filed 2026-11-02
Econ Financial Services Corp
NEW
Shares24,288
Change+24,288
Value$500.3K
Filed 2026-10-19
DWM Financial Group, Inc.
NEW
Shares22,193
Change+22,193
Value$457.2K
Filed 2026-10-28
James Investment Research, Inc.
INCREASED
Shares19,792 from 19,222
Change+570 (+3%)
Value$407.7K (+$5.6K)
Filed 2026-10-22
Lockerman Financial Group, Inc.
INCREASED
Shares19,780 from 17,410
Change+2,370 (+14%)
Value$407.5K (+$43.2K)
Filed 2026-10-19
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares18,788 from 24,764
Change-5,976 (-24%)
Value$387.0K (-$131.0K)
Filed 2026-10-22
Legacy Wealth Partners, LLC
INCREASED
Shares18,582 from 15,207
Change+3,375 (+22%)
Value$382.8K (+$64.7K)
Filed 2026-10-15
Mainstream Capital Management LLC
NEW
Shares17,619
Change+17,619
Value$363.0K
Filed 2026-10-23
Diversified Enterprises, LLC
DECREASED
Shares17,050 from 17,166
Change-116 (-1%)
Value$351.2K (-$7.9K)
Filed 2026-10-19
Frederick Financial Consultants, LLC
INCREASED
Shares16,638 from 13,689
Change+2,949 (+22%)
Value$342.7K (+$56.4K)
Filed 2026-10-29
Wagner Wealth Management, Corp
DECREASED
Shares16,603 from 18,095
Change-1,492 (-8%)
Value$342.0K (-$36.5K)
Filed 2026-10-20
First Citizens Asset Management, Inc.
INCREASED
Shares15,154 from 14,733
Change+421 (+3%)
Value$312.2K (+$4.0K)
Filed 2026-11-06
Sharkey, Howes & Javer
DECREASED
Shares13,963 from 16,097
Change-2,134 (-13%)
Value$287.6K (-$49.1K)
Filed 2026-10-22
BlueChip Wealth Advisors LLC
NEW
Shares12,351
Change+12,351
Value$254.4K
Filed 2026-11-03
rebel Financial LLC
DECREASED
Shares12,057 from 239,492
Change-227,435 (-95%)
Value$248.4K (-$4.8M)
Filed 2026-11-04
StoneX Group Inc.
DECREASED
Shares11,689 from 12,831
Change-1,142 (-9%)
Value$245.1K (-$23.4K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares11,681 from 9,774
Change+1,907 (+20%)
Value$240.6K (+$36.2K)
Filed 2026-10-21
K2 Financial Inc.
INCREASED
Shares11,537 from 10,871
Change+666 (+6%)
Value$238.5K (+$10.9K)
Filed 2026-10-26
Focus Financial Network, Inc.
DECREASED
Shares11,099 from 11,463
Change-364 (-3%)
Value$228.6K (-$11.2K)
Filed 2026-10-14
Cap Partners, LLC
INCREASED
Shares10,877 from 10,668
Change+209 (+2%)
Value$224.1K (+$894)
Filed 2026-10-19
Summit Global Investments
DECREASED
Shares10,601 from 16,607
Change-6,006 (-36%)
Value$218 (-$346.8K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares7,185 from 7,185
Change0 (0%)
Value$148.0K (-$2.3K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares7,117 from 8,010
Change-893 (-11%)
Value$146.6K (-$21.0K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares7,021 from 1,404
Change+5,617 (+400%)
Value$144.6K (+$115.3K)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares6,498 from 6,287
Change+211 (+3%)
Value$133.9K (+$2.3K)
Filed 2026-10-22
Richardson Financial Services Inc.
DECREASED
Shares5,476 from 5,570
Change-94 (-2%)
Value$112.8K (-$3.7K)
Filed 2026-10-30
Versant Capital Management, Inc
UNCHANGED
Shares4,298 from 4,298
Change0 (0%)
Value$88.5K (-$1.4K)
Filed 2026-10-02
Root Financial Partners, LLC
NEW
Shares3,078
Change+3,078
Value$63.4K
Filed 2026-10-21
WPG Advisers, LLC
DECREASED
Shares2,714 from 2,999
Change-285 (-9%)
Value$55.9K (-$6.8K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares2,573 from 1,549
Change+1,024 (+66%)
Value$53.0K (+$20.6K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares2,078 from 2,018
Change+60 (+3%)
Value$42.4K (+$538)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares2,051 from 2,934
Change-883 (-30%)
Value$42.3K (-$19.1K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares1,958 from 1,416
Change+542 (+38%)
Value$40.3K (+$10.7K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares1,560 from 1,346
Change+214 (+16%)
Value$32.6K (+$4.5K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
DECREASED
Shares1,278 from 1,279
Change-1 (0%)
Value$26.3K (-$430)
Filed 2026-10-28
Daytona Street Capital LLC
NEW
Shares1,245
Change+1,245
Value$25.6K
Filed 2026-10-15
Abound Wealth Management
INCREASED
Shares1,217 from 172
Change+1,045 (+608%)
Value$25.1K (+$21.5K)
Filed 2026-10-26
Thompson Investment Management, Inc.
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$24.2K (-$376)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares1,156 from 1,758
Change-602 (-34%)
Value$23.8K (-$13.0K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares1,050 from 635
Change+415 (+65%)
Value$21.6K (+$8.3K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
INCREASED
Shares832 from 779
Change+53 (+7%)
Value$17.1K (+$842)
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$13.8K (-$215)
Filed 2026-10-21
1620 Investment Advisors, Inc.
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$12.8K (-$198)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares593 from 380
Change+213 (+56%)
Value$12.2K (+$4.3K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares494 from 36
Change+458 (+1272%)
Value$10.2K (+$9.4K)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares431
Change+431
Value$8.9K
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares414 from 2,603
Change-2,189 (-84%)
Value$8.5K (-$45.9K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$6.0K (-$93)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares256 from 241
Change+15 (+6%)
Value$5.3K (+$232)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares229 from 48
Change+181 (+377%)
Value$4.7K (+$3.7K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares223 from 221
Change+2 (+1%)
Value$4.6K (-$37)
Filed 2026-10-30
Avion Wealth
DECREASED
Shares211 from 251
Change-40 (-16%)
Value$4 (-$1)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares180 from 37
Change+143 (+386%)
Value$3.7K (+$2.9K)
Filed 2026-11-06
Addison Advisors LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$3.2K (-$49)
Filed 2026-11-06
AlphaCore Capital LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$3.0K (-$47)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$2.9K (-$45)
Filed 2026-10-07
Evolution Wealth Management Inc.
DECREASED
Shares136 from 352
Change-216 (-61%)
Value$2.8K (-$4.6K)
Filed 2026-10-28
Reap Financial Group, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$2.8K (-$43)
Filed 2026-11-02
Ascentis Independent Advisors
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$2.5K (-$40)
Filed 2026-11-03
Community Bank, N.A.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$2.4K (-$37)
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$1.9K (-$29)
Filed 2026-11-06
Covestor Ltd
NEW
Shares79
Change+79
Value$2
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares79
Change+79
Value$1.6K
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$1.5K (-$23)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares57 from 38
Change+19 (+50%)
Value$1.2K (+$379)
Filed 2026-11-05
Hoey Investments, Inc
DECREASED
Shares54 from 483
Change-429 (-89%)
Value$1.1K (-$9.0K)
Filed 2026-10-29
Winthrop Capital Management, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$845 (+$844)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$639 (-$4)
Filed 2026-10-29
Financial Management Professionals, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$639 (-$10)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares28 from 26
Change+2 (+8%)
Value$577 (+$33)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
NEW
Shares21
Change+21
Value$433
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
NEW
Shares19
Change+19
Value$392
Filed 2026-10-20
Mosley Wealth Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$311 (-$3)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$288 (-$5)
Filed 2026-11-04
Realta Investment Advisors
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$227 (-$3)
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares10
Change+10
Value$206
Filed 2026-11-05
Spurstone Advisory Services, LLC
DECREASED
Shares7 from 16
Change-9 (-56%)
Value$143 (-$189)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$124 (-$2)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares2 from 37
Change-35 (-95%)
Value$41 (-$733)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$41 (-$1)
Filed 2026-10-16
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$16 ($0)
Filed 2026-10-28
Morling Financial Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$20 (-$1)
Filed 2026-10-28
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 35,106
Change-35,106 (-100%)
Value$0 (-$734.4K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
CLOSED
Shares0 from 10,502
Change-10,502 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-16
Kelly Financial Services LLC
CLOSED
Shares0 from 9,941
Change-9,941 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-20
Country Trust Bank
CLOSED
Shares0 from 3,662
Change-3,662 (-100%)
Value$0 (-$76.6K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,784
Change-2,784 (-100%)
Value$0 (-$58.2K)
Filed 2026-10-26
Pacifica Partners Inc.
CLOSED
Shares0 from 1,335
Change-1,335 (-100%)
Value$0 (-$27.9K)
Filed 2026-10-09
MCF Advisors LLC
CLOSED
Shares0 from 525
Change-525 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-15
CrossGen Wealth, LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-13
Financial Consulate, Inc
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-23
Solstein Capital, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$356)
Filed 2026-11-02
Central Trust Co
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$189)
Filed 2026-11-05
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 35,476,754
Change-35,476,754 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 29,889,679
Change-29,889,679 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 8,236,130
Change-8,236,130 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,621,626
Change-2,621,626 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,691,856
Change-1,691,856 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 1,400,000
Change-1,400,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 991,194
Change-991,194 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 852,054
Change-852,054 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 626,035
Change-626,035 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 461,539
Change-461,539 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 399,715
Change-399,715 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 363,086
Change-363,086 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 311,003
Change-311,003 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 286,191
Change-286,191 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 255,084
Change-255,084 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 251,031
Change-251,031 (-100%)
Value—
UBS Group AG
N/A
Shares— from 242,382
Change-242,382 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 211,659
Change-211,659 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 168,168
Change-168,168 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 130,003
Change-130,003 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 123,827
Change-123,827 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 120,077
Change-120,077 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 106,648
Change-106,648 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 97,866
Change-97,866 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 88,963
Change-88,963 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 84,184
Change-84,184 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 76,616
Change-76,616 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 70,269
Change-70,269 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 59,905
Change-59,905 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 59,746
Change-59,746 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 56,488
Change-56,488 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 50,928
Change-50,928 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 49,473
Change-49,473 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 43,094
Change-43,094 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 42,222
Change-42,222 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 42,097
Change-42,097 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 41,560
Change-41,560 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 41,557
Change-41,557 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 40,548
Change-40,548 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 39,523
Change-39,523 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 35,822
Change-35,822 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 35,575
Change-35,575 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 35,156
Change-35,156 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,072
Change-35,072 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,401
Change-32,401 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 32,173
Change-32,173 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 31,389
Change-31,389 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,891
Change-24,891 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 21,849
Change-21,849 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,625
Change-21,625 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,241
Change-21,241 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 20,721
Change-20,721 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 20,573
Change-20,573 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,034
Change-20,034 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 19,460
Change-19,460 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,861
Change-17,861 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,653
Change-17,653 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,475
Change-17,475 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 16,527
Change-16,527 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,364
Change-16,364 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,616
Change-15,616 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 15,381
Change-15,381 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 14,826
Change-14,826 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,445
Change-14,445 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 14,424
Change-14,424 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,899
Change-13,899 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 13,219
Change-13,219 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 12,679
Change-12,679 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,418
Change-12,418 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 11,210
Change-11,210 (-100%)
Value—
EWA, LLC
N/A
Shares— from 10,811
Change-10,811 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 660
Change-660 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 654
Change-654 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 412
Change-412 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 403
Change-403 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 360
Change-360 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 339
Change-339 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 337
Change-337 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 254
Change-254 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 126
Change-126 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Blair William & Co
N/A
Shares— from 29
Change-29 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
CNB Bank
N/A
Shares— from 12
Change-12 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2
Change-2 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,054,4971,028,619+25,878+3%$21.5M$21.7M+$203.9K2026-11-06
SeaBridge Investment Advisors LLC
INCREASED424,064393,524+30,540+8%$8.2M$8.7M+$503.2K2026-11-02
SAX Wealth Advisors, LLC
INCREASED371,253370,565+688+0%$7.6M$7.6M-$6422026-10-13
Valmark Advisers, Inc.
INCREASED330,099322,224+7,875+2%$6.7M$6.8M+$59.1K2026-11-06
Assetmark, Inc
DECREASED310,902310,927-250%$6.5M$6.4M-$100.0K2026-10-21
NewSquare Capital LLC
DECREASED246,698254,050-7,352-3%$5.3M$5.1M-$232.7K2026-11-06
City State Bank
INCREASED235,765221,052+14,713+7%$4.6M$4.9M+$232.4K2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED200,646102,080+98,566+97%$2.1M$4.1M+$2.0M2026-11-02
JBGlobal.com LLC
NEW191,427—+191,427——$3.9M—2026-10-13
MacKenzie Financial Corp
UNCHANGED169,133169,13300%$3.5M$3.5M-$54.1K2026-11-02
Aspire Private Capital, LLC
DECREASED153,902156,574-2,672-2%$3.3M$3.2M-$105.1K2026-11-05
Park Avenue Securities LLC
DECREASED143,053150,341-7,288-5%$3.1M$2.9K-$3.1M2026-10-26
Prospera Financial Services Inc
DECREASED122,206126,532-4,326-3%$2.6M$2.5M-$136.9K2026-11-04
Farther Finance Advisors, LLC
INCREASED118,532113,432+5,100+5%$2.4M$2.4M+$68.7K2026-10-08
Private Advisory Group LLC
INCREASED105,789104,363+1,426+1%$2.2M$2.2M-$4.0K2026-11-06
Hibernia Wealth Partners, LLC
INCREASED105,754105,435+319+0%$2.2M$2.2M-$27.1K2026-10-29
Creative Financial Designs Inc
INCREASED101,16514,767+86,398+585%$308.9K$2.1M+$1.8M2026-11-04
First Citizens Bank & Trust Co
DECREASED98,696106,050-7,354-7%$2.2M$2.0M-$185.4K2026-10-14
Perigon Wealth Management, LLC
INCREASED98,44396,166+2,277+2%$2.0M$2.0M+$16.1K2026-10-22
Breakwater Investment Management
INCREASED95,16884,220+10,948+13%$1.8M$2.0M+$198.6K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED79,98379,028+955+1%$1.7M$1.6K-$1.7M2026-11-02
Merit Financial Group, LLC
INCREASED78,80476,011+2,793+4%$1.6M$1.6M+$33.2K2026-11-06
Vicus Capital
INCREASED76,24255,582+20,660+37%$1.2M$1.6M+$407.8K2026-11-05
Raleigh Capital Management Inc.
INCREASED67,15464,356+2,798+4%$1.3M$1.4M+$37.1K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED64,98838,323+26,665+70%$801.7K$1.3M+$537.0K2026-11-03
Rakuten Investment Management, Inc.
INCREASED61,58948,983+12,606+26%$1.0M$1.3M+$239.7K2026-10-30
Landmark Wealth Management, Inc.
DECREASED61,56863,697-2,129-3%$1.3M$1.3M-$64.2K2026-11-04
Rainey & Randall Wealth Advisors Inc.
INCREASED59,83950,314+9,525+19%$1.1M$1.2M+$180.1K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED59,46755,078+4,389+8%$1.2M$1.2M+$72.8K2026-10-16
Treasure Coast Financial Planning
DECREASED52,88853,569-681-1%$1.1M$1.1M-$31.2K2026-11-03
Tempus Wealth Planning, LLC
DECREASED46,57446,576-20%$974.4K$959.4K-$14.9K2026-10-14
Diversify Advisory Services, LLC
INCREASED44,30710,251+34,056+332%$213.1K$918.0K+$704.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED44,30710,251+34,056+332%$213.1K$918.0K+$704.9K2026-10-20
KWB Wealth
INCREASED42,97536,167+6,808+19%$756.6K$885.3K+$128.7K2026-10-16
Signal Advisors Wealth, LLC
INCREASED42,48638,827+3,659+9%$812.3K$875.2K+$62.9K2026-10-13
IFP Advisors, Inc
INCREASED41,58738,756+2,831+7%$810.8K$856.7K+$45.9K2026-10-16
Simplicity Wealth,LLC
INCREASED38,44036,465+1,975+5%$762.9K$791.9K+$29.0K2026-10-23
Family CFO Inc
INCREASED36,77536,368+407+1%$760.8K$757.6K-$3.3K2026-10-30
D.A. Davidson & Co.
INCREASED35,82230,996+4,826+16%$648.4K$737.9K+$89.5K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED30,14329,258+885+3%$612.7K$620.4K+$7.7K2026-10-13
RED Lighthouse Investment Management, LLC
UNCHANGED27,59827,59800%$577.4K$568.5K-$8.8K2026-11-02
Savant Capital, LLC
INCREASED27,23921,183+6,056+29%$442.9K$561.1K+$118.3K2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED26,10725,018+1,089+4%$523.4K$537.8K+$14.4K2026-10-16
Midwest Financial Network, LLC
INCREASED25,68221,338+4,344+20%$446.3K$529.1K+$82.7K2026-10-13
Kestra Advisory Services, LLC
INCREASED25,35813,558+11,800+87%$283.6K$522.4K+$238.7K2026-11-02
RFG Advisory, LLC
INCREASED25,16924,442+727+3%$511.3K$518.5K+$7.1K2026-11-03
WealthPoint Financial, LLC
INCREASED25,08623,453+1,633+7%$490.6K$516.8K+$26.1K2026-11-03
Creative Planning
INCREASED24,87823,406+1,472+6%$489.7K$512.5K+$22.8K2026-11-02
Econ Financial Services Corp
NEW24,288—+24,288——$500.3K—2026-10-19
DWM Financial Group, Inc.
NEW22,193—+22,193——$457.2K—2026-10-28
James Investment Research, Inc.
INCREASED19,79219,222+570+3%$402.1K$407.7K+$5.6K2026-10-22
Lockerman Financial Group, Inc.
INCREASED19,78017,410+2,370+14%$364.2K$407.5K+$43.2K2026-10-19
Stonehaven Wealth & TAX Solutions, LLC
DECREASED18,78824,764-5,976-24%$518.1K$387.0K-$131.0K2026-10-22
Legacy Wealth Partners, LLC
INCREASED18,58215,207+3,375+22%$318.1K$382.8K+$64.7K2026-10-15
Mainstream Capital Management LLC
NEW17,619—+17,619——$363.0K—2026-10-23
Diversified Enterprises, LLC
DECREASED17,05017,166-116-1%$359.1K$351.2K-$7.9K2026-10-19
Frederick Financial Consultants, LLC
INCREASED16,63813,689+2,949+22%$286.4K$342.7K+$56.4K2026-10-29
Wagner Wealth Management, Corp
DECREASED16,60318,095-1,492-8%$378.5K$342.0K-$36.5K2026-10-20
First Citizens Asset Management, Inc.
INCREASED15,15414,733+421+3%$308.2K$312.2K+$4.0K2026-11-06
Sharkey, Howes & Javer
DECREASED13,96316,097-2,134-13%$336.7K$287.6K-$49.1K2026-10-22
BlueChip Wealth Advisors LLC
NEW12,351—+12,351——$254.4K—2026-11-03
rebel Financial LLC
DECREASED12,057239,492-227,435-95%$5.0M$248.4K-$4.8M2026-11-04
StoneX Group Inc.
DECREASED11,68912,831-1,142-9%$268.5K$245.1K-$23.4K2026-11-03
Axxcess Wealth Management, LLC
INCREASED11,6819,774+1,907+20%$204.5K$240.6K+$36.2K2026-10-21
K2 Financial Inc.
INCREASED11,53710,871+666+6%$227.5K$238.5K+$10.9K2026-10-26
Focus Financial Network, Inc.
DECREASED11,09911,463-364-3%$239.8K$228.6K-$11.2K2026-10-14
Cap Partners, LLC
INCREASED10,87710,668+209+2%$223.2K$224.1K+$8942026-10-19
Summit Global Investments
DECREASED10,60116,607-6,006-36%$347.0K$218-$346.8K2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED7,1857,18500%$150.3K$148.0K-$2.3K2026-11-03
Fifth Third Bancorp
DECREASED7,1178,010-893-11%$167.6K$146.6K-$21.0K2026-11-05
CoreCap Advisors, LLC
INCREASED7,0211,404+5,617+400%$29.4K$144.6K+$115.3K2026-10-08
SBI Securities Co., Ltd.
INCREASED6,4986,287+211+3%$131.5K$133.9K+$2.3K2026-10-22
Richardson Financial Services Inc.
DECREASED5,4765,570-94-2%$116.5K$112.8K-$3.7K2026-10-30
Versant Capital Management, Inc
UNCHANGED4,2984,29800%$89.9K$88.5K-$1.4K2026-10-02
Root Financial Partners, LLC
NEW3,078—+3,078——$63.4K—2026-10-21
WPG Advisers, LLC
DECREASED2,7142,999-285-9%$62.7K$55.9K-$6.8K2026-10-27
Rossby Financial, LCC
INCREASED2,5731,549+1,024+66%$32.4K$53.0K+$20.6K2026-11-05
TD Waterhouse Canada Inc.
INCREASED2,0782,018+60+3%$41.9K$42.4K+$5382026-10-16
PNC Financial Services Group, Inc.
DECREASED2,0512,934-883-30%$61.4K$42.3K-$19.1K2026-11-06
Triumph Capital Management
INCREASED1,9581,416+542+38%$29.6K$40.3K+$10.7K2026-10-14
Allworth Financial LP
INCREASED1,5601,346+214+16%$28.2K$32.6K+$4.5K2026-11-06
Buck Wealth Strategies, LLC
DECREASED1,2781,279-10%$26.8K$26.3K-$4302026-10-28
Daytona Street Capital LLC
NEW1,245—+1,245——$25.6K—2026-10-15
Abound Wealth Management
INCREASED1,217172+1,045+608%$3.6K$25.1K+$21.5K2026-10-26
Thompson Investment Management, Inc.
UNCHANGED1,1741,17400%$24.6K$24.2K-$3762026-10-14
Parallel Advisors, LLC
DECREASED1,1561,758-602-34%$36.8K$23.8K-$13.0K2026-11-03
Ashton Thomas Securities, LLC
INCREASED1,050635+415+65%$13.3K$21.6K+$8.3K2026-10-26
Brown, Lisle Ings, Inc.
INCREASED832779+53+7%$16.3K$17.1K+$8422026-10-16
PFS Partners, LLC
UNCHANGED67167100%$14.0K$13.8K-$2152026-10-21
1620 Investment Advisors, Inc.
UNCHANGED62062000%$13.0K$12.8K-$1982026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED593380+213+56%$8.0K$12.2K+$4.3K2026-10-27
US Bancorp \de\
INCREASED49436+458+1272%$753$10.2K+$9.4K2026-11-05
Heritage Family Offices, LLP
NEW431—+431——$8.9K—2026-11-02
Golden State Wealth Management, LLC
DECREASED4142,603-2,189-84%$54.5K$8.5K-$45.9K2026-11-02
Spire Wealth Management
UNCHANGED28928900%$6.0K$6.0K-$932026-10-30
Private Trust Co NA
INCREASED256241+15+6%$5.0K$5.3K+$2322026-10-20
Larson Financial Group LLC
INCREASED22948+181+377%$1.0K$4.7K+$3.7K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED223221+2+1%$4.6K$4.6K-$372026-10-30
Avion Wealth
DECREASED211251-40-16%$5$4-$12026-11-04
Russell Investments Group, Ltd.
INCREASED18037+143+386%$774$3.7K+$2.9K2026-11-06
Addison Advisors LLC
UNCHANGED15415400%$3.2K$3.2K-$492026-11-06
AlphaCore Capital LLC
UNCHANGED14814800%$3.1K$3.0K-$472026-11-04
Investors Research Corp
UNCHANGED13913900%$2.9K$2.9K-$452026-10-07
Evolution Wealth Management Inc.
DECREASED136352-216-61%$7.4K$2.8K-$4.6K2026-10-28
Reap Financial Group, LLC
UNCHANGED13513500%$2.8K$2.8K-$432026-11-02
Ascentis Independent Advisors
UNCHANGED12312300%$2.6K$2.5K-$402026-11-03
Community Bank, N.A.
UNCHANGED11611600%$2.4K$2.4K-$372026-11-06
Clearstead Advisors, LLC
UNCHANGED909000%$1.9K$1.9K-$292026-11-06
Covestor Ltd
NEW79—+79——$2—2026-10-30
Rydar Equities, Inc.
NEW79—+79——$1.6K—2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED717100%$1.5K$1.5K-$232026-10-27
Silver Grove Financial Group, Inc.
INCREASED5738+19+50%$795$1.2K+$3792026-11-05
Hoey Investments, Inc
DECREASED54483-429-89%$10.1K$1.1K-$9.0K2026-10-29
Winthrop Capital Management, LLC
UNCHANGED414100%$1$845+$8442026-11-05
Salomon & Ludwin, LLC
UNCHANGED313100%$643$639-$42026-10-29
Financial Management Professionals, Inc.
UNCHANGED313100%$649$639-$102026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED2826+2+8%$544$577+$332026-11-02
Owl Creek Wealth Partners LLC
NEW21—+21——$433—2026-10-20
Atlantic Edge Private Wealth Management, LLC
NEW19—+19——$392—2026-10-20
Mosley Wealth Management
UNCHANGED151500%$314$311-$32026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED141400%$293$288-$52026-11-04
Realta Investment Advisors
UNCHANGED111100%$230$227-$32026-10-14
Jacobi Capital Management LLC
NEW10—+10——$206—2026-11-05
Spurstone Advisory Services, LLC
DECREASED716-9-56%$332$143-$1892026-11-02
Cape Investment Advisory, Inc.
UNCHANGED6600%$126$124-$22026-10-13
Citigroup Inc
DECREASED237-35-95%$774$41-$7332026-11-04
Signature Resources Capital Management, LLC
UNCHANGED2200%$42$41-$12026-10-16
TD Private Client Wealth LLC
UNCHANGED1100%$16$16$02026-10-28
Morling Financial Advisors, LLC
UNCHANGED1100%$21$20-$12026-10-28
Upper Left Wealth Management, LLC
CLOSED035,106-35,106-100%$734.4K$0-$734.4K2026-10-14
Onyx Bridge Wealth Group LLC
CLOSED010,502-10,502-100%$219.7K$0-$219.7K2026-10-16
Kelly Financial Services LLC
CLOSED09,941-9,941-100%$208.0K$0-$208.0K2026-10-20
Country Trust Bank
CLOSED03,662-3,662-100%$76.6K$0-$76.6K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED02,784-2,784-100%$58.2K$0-$58.2K2026-10-26
Pacifica Partners Inc.
CLOSED01,335-1,335-100%$27.9K$0-$27.9K2026-10-09
MCF Advisors LLC
CLOSED0525-525-100%$11.0K$0-$11.0K2026-10-28
AdvisorNet Financial, Inc
CLOSED0450-450-100%$9.4K$0-$9.4K2026-10-15
CrossGen Wealth, LLC
CLOSED0184-184-100%$3.8K$0-$3.8K2026-10-30
International Assets Investment Management, LLC
CLOSED0182-182-100%$3.8K$0-$3.8K2026-11-02
Gill Capital Partners, LLC
CLOSED0165-165-100%$3.5K$0-$3.5K2026-10-13
Financial Consulate, Inc
CLOSED049-49-100%$1.0K$0-$1.0K2026-10-23
Solstein Capital, LLC
CLOSED017-17-100%$356$0-$3562026-11-02
Central Trust Co
CLOSED09-9-100%$189$0-$1892026-11-05
Kozak & Associates, Inc.
CLOSED000—$1$0-$12026-10-29
Charles Schwab Investment Management Inc
N/A—35,476,754-35,476,754-100%$742.2M———
Empower Advisory Group, LLC
N/A—29,889,679-29,889,679-100%$625.3M———
CI Investments Inc.
N/A—8,236,130-8,236,130-100%$172.3M———
State Street Corp
N/A—2,621,626-2,621,626-100%$54.8M———
SEI Investments Co
N/A—1,691,856-1,691,856-100%$35.4M———
Varma Mutual Pension Insurance Co
N/A—1,400,000-1,400,000-100%$29.3M———
Bank of America Corp
N/A—991,194-991,194-100%$20.7M———
Envestnet Portfolio Solutions, Inc.
N/A—852,054-852,054-100%$17.8M———
Envestnet Asset Management Inc
N/A—626,035-626,035-100%$13.1M———
Hamrick Investment Counsel, llc
N/A—461,539-461,539-100%$9.7M———
Avos Capital Management, LLC
N/A—399,715-399,715-100%$8.4M———
Wells Fargo & Company
N/A—363,086-363,086-100%$7.6M———
UBS Asset Management Americas LLC
N/A—311,003-311,003-100%$6.5M———
HSBC Holdings PLC
N/A—286,191-286,191-100%$6.0M———
Morgan Stanley
N/A—255,084-255,084-100%$5.3M———
Cerity Partners LLC
N/A—251,031-251,031-100%$5.3M———
UBS Group AG
N/A—242,382-242,382-100%$5.1M———
Genesis Wealth Advisors, LLC
N/A—211,659-211,659-100%$4.4M———
Raymond James Financial Inc
N/A—168,168-168,168-100%$3.5M———
Virtu Financial LLC
N/A—130,003-130,003-100%$2.7M———
Bleakley Financial Group, LLC
N/A—123,827-123,827-100%$2.6M———
HighTower Advisors, LLC
N/A—120,077-120,077-100%$2.5M———
Equitable Holdings, Inc.
N/A—106,648-106,648-100%$2.2M———
NewEdge Advisors, LLC
N/A—97,866-97,866-100%$2.0M———
First Trust Advisors LP
N/A—88,963-88,963-100%$1.9M———
JPMorgan Chase & Co
N/A—84,184-84,184-100%$1.8M———
Cetera Investment Advisers
N/A—76,616-76,616-100%$1.6M———
Old Mission Capital LLC
N/A—70,269-70,269-100%$1.5M———
Goldman Sachs Group Inc
N/A—59,905-59,905-100%$1.3M———
Capital Investment Management, Inc.
N/A—59,746-59,746-100%$1.2M———
Ameriprise Financial Inc
N/A—56,488-56,488-100%$1.2M———
Wealthfront Advisers LLC
N/A—50,928-50,928-100%$1.1M———
McNamara Financial Services, Inc.
N/A—49,473-49,473-100%$1.0M———
Pathstone Holdings, LLC
N/A—43,094-43,094-100%$901.5K———
Royal Bank of Canada
N/A—42,222-42,222-100%$884.0K———
Fourth Dimension Wealth, LLC
N/A—42,097-42,097-100%$880.7K———
Osaic Holdings, Inc.
N/A—41,560-41,560-100%$869.5K———
Jane Street Group, LLC
N/A—41,557-41,557-100%$869.4K———
Leavell Investment Management, Inc.
N/A—40,548-40,548-100%$848.3K———
Principal Securities, Inc.
N/A—39,523-39,523-100%$826.8K———
Foundations Investment Advisors, LLC
N/A—35,822-35,822-100%$749.4K———
Global Retirement Partners, LLC
N/A—35,575-35,575-100%$744.2K———
Harbour Investments, Inc.
N/A—35,156-35,156-100%$735.5K———
MML Investors Services, LLC
N/A—35,072-35,072-100%$733.7K———
Mariner, LLC
N/A—32,401-32,401-100%$677.8K———
Savvy Advisors, Inc.
N/A—32,173-32,173-100%$673.1K———
Transamerica Financial Advisors, LLC
N/A—31,389-31,389-100%$656.7K———
Orion Porfolio Solutions, LLC
N/A—24,891-24,891-100%$520.7K———
Novus Advisors, LLC
N/A—21,849-21,849-100%$457.1K———
Sanctuary Advisors, LLC
N/A—21,625-21,625-100%$452.4K———
PFG Investments, LLC
N/A—21,241-21,241-100%$444.4K———
Lifeworks Advisors, LLC
N/A—20,721-20,721-100%$433.5K———
Strategic Financial Planning, Inc.
N/A—20,573-20,573-100%$430.4K———
Private Advisor Group, LLC
N/A—20,034-20,034-100%$419.1K———
Dravo BAY LLC
N/A—19,460-19,460-100%$407.1K———
Steward Partners Investment Advisory, LLC
N/A—17,861-17,861-100%$373.7K———
Mercer Global Advisors Inc
N/A—17,653-17,653-100%$369.3K———
Jones Financial Companies Lllp
N/A—17,475-17,475-100%$365.7K———
AE Wealth Management LLC
N/A—16,964-16,964-100%$354.9K———
FSB Premier Wealth Management, Inc.
N/A—16,527-16,527-100%$345.7K———
Stifel Financial Corp
N/A—16,364-16,364-100%$342.3K———
Beacon Pointe Advisors, LLC
N/A—15,616-15,616-100%$326.7K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—15,381-15,381-100%$321.8K———
Founders Financial Alliance, LLC
N/A—14,826-14,826-100%$310.2K———
FMR LLC
N/A—14,445-14,445-100%$302.2K———
Cardiff Park Advisors, LLC
N/A—14,424-14,424-100%$301.8K———
Stratos Wealth Partners, Ltd.
N/A—13,899-13,899-100%$290.8K———
Entelevest, LLC
N/A—13,219-13,219-100%$276.5K———
CreativeOne Wealth, LLC
N/A—12,954-12,954-100%$271.0K———
Banque Transatlantique SA
N/A—12,879-12,879-100%$269.4K———
PCB Capital LLC
N/A—12,679-12,679-100%$265.2K———
Belpointe Asset Management LLC
N/A—12,418-12,418-100%$259.8K———
Argent Trust Co
N/A—11,210-11,210-100%$234.5K———
EWA, LLC
N/A—10,811-10,811-100%$226.2K———
Rockefeller Capital Management L.P.
N/A—6,615-6,615-100%$138.4K———
EP Wealth Advisors, LLC
N/A—6,137-6,137-100%$128.4K———
BFC Planning, Inc.
N/A—5,348-5,348-100%$111.9K———
Geneos Wealth Management Inc.
N/A—4,700-4,700-100%$98.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,400-4,400-100%$92.0K———
Franklin Resources Inc
N/A—4,214-4,214-100%$88.2K———
Caitlin John, LLC
N/A—3,191-3,191-100%$66.8K———
EFG International AG
N/A—3,058-3,058-100%$64.0K———
IFG Advisory, LLC
N/A—2,825-2,825-100%$59.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,707-2,707-100%$56.6K———
Qube Research & Technologies Ltd
N/A—2,185-2,185-100%$45.7K———
Richard W. Paul & Associates, LLC
N/A—2,005-2,005-100%$41.9K———
Capital Analysts, LLC
N/A—1,941-1,941-100%$19.0K———
Smartleaf Asset Management LLC
N/A—1,891-1,891-100%$39.7K———
Aptus Capital Advisors, LLC
N/A—1,815-1,815-100%$38.0K———
Northwestern Mutual Wealth Management Co
N/A—1,794-1,794-100%$37.5K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,355-1,355-100%$28.3K———
Vanguard Advisers Inc
N/A—660-660-100%$13.8K———
Ameriflex Group, Inc.
N/A—654-654-100%$13.7K———
Arax Advisory Partners
N/A—412-412-100%$8.6K———
Atlantic Union Bankshares Corp
N/A—403-403-100%$8.4K———
Bank of Montreal
N/A—360-360-100%$7.5K———
HM Payson & Co
N/A—339-339-100%$7.1K———
Strategic Wealth Partners, Ltd.
N/A—337-337-100%$7.1K———
Sittner & Nelson, LLC
N/A—317-317-100%$6.6K———
Bartlett & Co. Wealth Management LLC
N/A—254-254-100%$5.3K———
Brown Brothers Harriman & Co
N/A—254-254-100%$5.3K———
Synergy Investment Management, LLC
N/A—215-215-100%$4.5K———
Continuum Advisory, LLC
N/A—177-177-100%$3.7K———
O'shaughnessy Asset Management, LLC
N/A—168-168-100%$3.5K———
Prosperity Bancshares Inc
N/A—132-132-100%$2.8K———
Huntington National Bank
N/A—126-126-100%$2.6K———
Ameritas Advisory Services, LLC
N/A—121-121-100%$2.5K———
Timbuktu Capital Management, LLC
N/A—119-119-100%$2.5K———
Hantz Financial Services, Inc.
N/A—97-97-100%$2———
Ameritas Investment Partners, Inc.
N/A—30-30-100%$631———
Blair William & Co
N/A—29-29-100%$607———
Mcguire Capital Advisors Inc
N/A—15-15-100%$314———
Frazier Financial Advisors, LLC
N/A—15-15-100%$324———
CVA Family Office, LLC
N/A—13-13-100%$272———
GW&K Investment Management, LLC
N/A—12-12-100%$0———
CNB Bank
N/A—12-12-100%$251———
BNP Paribas Financial Markets
N/A—2-2-100%$42———
Atomic Invest LLC
N/A—1-1-100%$15———
Showing 262 of 262 institutions