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Spdr Bloomberg INT Treasury (BWX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares1,467,195 from 1,256,828
Change+210,367 (+17%)
Value$31.1M (+$3.8M)
Filed 2026-11-02
Gould Asset Management LLC
INCREASED
Shares760,536 from 755,142
Change+5,394 (+1%)
Value$16.1M (-$263.3K)
Filed 2026-11-06
Tectonic Advisors LLC
UNCHANGED
Shares744,825 from 744,825
Change0 (0%)
Value$15.8M (-$372.4K)
Filed 2026-10-22
Leuthold Group, LLC
DECREASED
Shares527,927 from 531,295
Change-3,368 (-1%)
Value$11.2M (-$337.0K)
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED
Shares487,029 from 494,885
Change-7,856 (-2%)
Value$10.3M (-$414.6K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares473,792 from 466,784
Change+7,008 (+2%)
Value$10.0M (-$85.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares448,827 from 92,550
Change+356,277 (+385%)
Value$9.5M (+$7.5M)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares424,919 from 419,399
Change+5,520 (+1%)
Value$9.0M (-$92.8K)
Filed 2026-11-06
Net Worth Advisory Group
INCREASED
Shares401,238 from 384,335
Change+16,903 (+4%)
Value$8.5M (+$121.7K)
Filed 2026-10-20
Ackerman Capital Advisors, LLC
DECREASED
Shares312,192 from 320,396
Change-8,204 (-3%)
Value$6.6M (-$334.0K)
Filed 2026-10-30
NewSquare Capital LLC
INCREASED
Shares247,379 from 235,237
Change+12,142 (+5%)
Value$5.2M (+$139.5K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares234,869 from 239,631
Change-4,762 (-2%)
Value$5.0M (-$220.7K)
Filed 2026-11-06
Baron Financial Group, LLC
INCREASED
Shares177,376 from 164,521
Change+12,855 (+8%)
Value$3.8M (+$190.0K)
Filed 2026-10-09
MacKenzie Financial Corp
UNCHANGED
Shares173,005 from 173,005
Change0 (0%)
Value$3.7M (-$86.5K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares150,721 from 233,512
Change-82,791 (-35%)
Value$3.2M (-$1.9M)
Filed 2026-10-21
Upper Left Wealth Management, LLC
DECREASED
Shares149,456 from 306,718
Change-157,262 (-51%)
Value$3.2M (-$3.5M)
Filed 2026-10-14
UBS Group AG
DECREASED
Shares138,720 from 140,360
Change-1,640 (-1%)
Value$2.9M (-$104.9K)
Filed 2026-11-10
Quent Capital, LLC
INCREASED
Shares117,046 from 102,400
Change+14,646 (+14%)
Value$2.5M (+$288.3K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares87,930 from 93,520
Change-5,590 (-6%)
Value$1.9M (-$165.2K)
Filed 2026-11-02
Auour Investments LLC
INCREASED
Shares82,688 from 79,757
Change+2,931 (+4%)
Value$1.8M (+$22.2K)
Filed 2026-10-28
CFG Wealth Management Services, Inc.
DECREASED
Shares68,314 from 74,567
Change-6,253 (-8%)
Value$1.4M (-$248.5K)
Filed 2026-10-21
Smartleaf Asset Management LLC
DECREASED
Shares56,599 from 62,479
Change-5,880 (-9%)
Value$1.2M (-$160.2K)
Filed 2026-11-10
Euro Pacific Asset Management, LLC
INCREASED
Shares55,884 from 54,586
Change+1,298 (+2%)
Value$1.2M (-$11.4K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
INCREASED
Shares49,726 from 45,147
Change+4,579 (+10%)
Value$1.1M (+$74.4K)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares43,942 from 42,105
Change+1,837 (+4%)
Value$930.7K (+$17.9K)
Filed 2026-11-05
Convergence Financial, LLC
DECREASED
Shares43,581 from 70,836
Change-27,255 (-38%)
Value$923.0K (-$612.7K)
Filed 2026-10-27
Fifth Third Securities, Inc.
INCREASED
Shares39,012 from 34,004
Change+5,008 (+15%)
Value$826.3K (+$89.1K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares34,350 from 30,022
Change+4,328 (+14%)
Value$727.5K (+$76.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares33,302 from 14,456
Change+18,846 (+130%)
Value$705 (-$312.3K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares31,865 from 31,145
Change+720 (+2%)
Value$674.9K (-$323)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares26,295 from 25,100
Change+1,195 (+5%)
Value$556.9K (+$12.8K)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares23,853 from 12,604
Change+11,249 (+89%)
Value$505 (-$273.5K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares23,682 from 21,859
Change+1,823 (+8%)
Value$501.6K (+$27.7K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares22,968 from 21,150
Change+1,818 (+9%)
Value$486.5K (+$27.9K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,718 from 10,019
Change+12,699 (+127%)
Value$481.8K (+$265.5K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares20,017 from 19,879
Change+138 (+1%)
Value$424.0K (-$7.0K)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares19,688 from 11,299
Change+8,389 (+74%)
Value$417.0K (+$172.0K)
Filed 2026-11-06
Eclectic Associates Inc
DECREASED
Shares18,627 from 24,658
Change-6,031 (-24%)
Value$394.5K (-$140.1K)
Filed 2026-10-09
Cardiff Park Advisors, LLC
UNCHANGED
Shares18,435 from 18,435
Change0 (0%)
Value$390.5K (-$9.2K)
Filed 2026-11-09
Proactive Wealth Strategies LLC
INCREASED
Shares17,218 from 17,115
Change+103 (+1%)
Value$364.7K (-$6.3K)
Filed 2026-11-09
Park Avenue Securities LLC
INCREASED
Shares15,693 from 14,816
Change+877 (+6%)
Value$332 (-$320.7K)
Filed 2026-10-26
FSM Wealth Advisors, LLC
UNCHANGED
Shares14,700 from 14,700
Change0 (0%)
Value$311.8K (-$6.9K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares14,314 from 13,755
Change+559 (+4%)
Value$303.2K (+$5.0K)
Filed 2026-11-02
4Thought Financial Group Inc.
INCREASED
Shares13,682 from 12,099
Change+1,583 (+13%)
Value$289.8K (+$27.5K)
Filed 2026-11-02
Post Resch Tallon Group Inc.
DECREASED
Shares11,793 from 11,943
Change-150 (-1%)
Value$249.8K (-$9.1K)
Filed 2026-10-09
Camelot Technology Advisors, Inc.
INCREASED
Shares11,712 from 11,676
Change+36 (+0%)
Value$248.1K (-$5.1K)
Filed 2026-10-09
Fiduciary Financial Group, LLC
DECREASED
Shares11,542 from 17,240
Change-5,698 (-33%)
Value$244.5K (-$129.3K)
Filed 2026-10-13
Clark Asset Management, LLC
NEW
Shares11,369
Change+11,369
Value$240.8K
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares11,164 from 10,984
Change+180 (+2%)
Value$236.5K (-$1.7K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,330 from 10,760
Change-430 (-4%)
Value$218.8K (-$14.5K)
Filed 2026-10-20
Truist Financial Corp
NEW
Shares9,804
Change+9,804
Value$207.6K
Filed 2026-10-30
Realta Investment Advisors
DECREASED
Shares9,755 from 10,114
Change-359 (-4%)
Value$206.6K (-$12.7K)
Filed 2026-10-14
Eastern Bank
NEW
Shares9,125
Change+9,125
Value$193.3K
Filed 2026-10-05
Cullen T Bankers, Inc.
NEW
Shares7,228
Change+7,228
Value$153.1K
Filed 2026-10-28
Bank of Montreal
INCREASED
Shares2,556 from 2,400
Change+156 (+7%)
Value$54.1K (+$2.1K)
Filed 2026-11-09
FMR LLC
INCREASED
Shares2,145 from 1,076
Change+1,069 (+99%)
Value$45.4K (+$22.1K)
Filed 2026-11-10
Cape Investment Advisory, Inc.
INCREASED
Shares2,025 from 1,998
Change+27 (+1%)
Value$42.9K (-$427)
Filed 2026-10-13
Gen-Wealth Partners Inc
DECREASED
Shares1,786 from 1,793
Change-7 (0%)
Value$37.8K (-$1.0K)
Filed 2026-11-04
Richardson Financial Services Inc.
DECREASED
Shares1,640 from 1,749
Change-109 (-6%)
Value$34.7K (-$3.2K)
Filed 2026-10-30
Center for Financial Planning, Inc.
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$29.7K (-$703)
Filed 2026-10-26
United Financial Planning Group LLC
INCREASED
Shares1,382 from 1,373
Change+9 (+1%)
Value$29.3K (-$507)
Filed 2026-11-04
Breakwater Investment Management
DECREASED
Shares1,349 from 2,318
Change-969 (-42%)
Value$28.6K (-$21.7K)
Filed 2026-10-20
United Community Bank
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$27.1K (-$640)
Filed 2026-10-28
Beacon Capital Management, Inc.
DECREASED
Shares1,252 from 1,258
Change-6 (0%)
Value$26.5K (-$756)
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$26.2K (-$618)
Filed 2026-10-14
Angeles Wealth Management, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$25.0K (-$590)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$22.7K ($0)
Filed 2026-11-06
Private Trust Co NA
NEW
Shares585
Change+585
Value$12.4K
Filed 2026-10-20
Lanark Financial, Inc.
NEW
Shares524
Change+524
Value$11.1K
Filed 2026-10-26
Harbour Investments, Inc.
INCREASED
Shares423 from 144
Change+279 (+194%)
Value$9.0K (+$5.8K)
Filed 2026-11-09
Creative Financial Designs Inc
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$8.5K (-$201)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$8.4K (-$198)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.4K (-$150)
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares280 from 412
Change-132 (-32%)
Value$5.9K (-$3.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$5.5K (-$131)
Filed 2026-11-04
Clearstead Advisors, LLC
NEW
Shares144
Change+144
Value$3.1K
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares131 from 308
Change-177 (-57%)
Value$2.8K (-$3.9K)
Filed 2026-10-30
Concord Wealth Partners
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$2.8K (-$48)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$2.7K (-$64)
Filed 2026-10-15
Buck Wealth Strategies, LLC
NEW
Shares72
Change+72
Value$1.5K
Filed 2026-10-28
Nuveen, LLC
NEW
Shares69
Change+69
Value$1.5K
Filed 2026-11-10
Rossby Financial, LCC
INCREASED
Shares58 from 27
Change+31 (+115%)
Value$1.2K (+$643)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$996 (-$23)
Filed 2026-10-20
Salomon & Ludwin, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$678 (-$13)
Filed 2026-10-29
Larson Financial Group LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$614 (-$15)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$551 (-$13)
Filed 2026-10-16
Evolution Wealth Management Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$402 (-$10)
Filed 2026-10-28
Global Retirement Partners, LLC
INCREASED
Shares10 from 3
Change+7 (+233%)
Value$212 (+$147)
Filed 2026-11-10
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$148 (-$4)
Filed 2026-11-03
rebel Financial LLC
CLOSED
Shares0 from 320,103
Change-320,103 (-100%)
Value$0 (-$6.9M)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 113,499
Change-113,499 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-14
Family CFO Inc
CLOSED
Shares0 from 35,835
Change-35,835 (-100%)
Value$0 (-$776.9K)
Filed 2026-10-30
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 35,211
Change-35,211 (-100%)
Value$0 (-$763.4K)
Filed 2026-10-09
Csenge Advisory Group
CLOSED
Shares0 from 31,609
Change-31,609 (-100%)
Value$0 (-$685.3K)
Filed 2026-11-04
OceanIQ Capital, LLC
CLOSED
Shares0 from 25,600
Change-25,600 (-100%)
Value$0 (-$558.8K)
Filed 2026-10-19
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 1,055
Change-1,055 (-100%)
Value$0 (-$22.9K)
Filed 2026-10-23
US Bancorp \de\
CLOSED
Shares0 from 737
Change-737 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-29
Huntington National Bank
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$43)
Filed 2026-11-10
Avion Wealth
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Cerity Partners Ocio LLC
N/A
Shares— from 7,812,961
Change-7,812,961 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 4,435,253
Change-4,435,253 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,443,678
Change-3,443,678 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,740,387
Change-1,740,387 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,446,266
Change-1,446,266 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,000,518
Change-1,000,518 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 697,184
Change-697,184 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 469,476
Change-469,476 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 360,232
Change-360,232 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 308,639
Change-308,639 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 302,158
Change-302,158 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 219,917
Change-219,917 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 203,525
Change-203,525 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 199,707
Change-199,707 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 153,742
Change-153,742 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 144,539
Change-144,539 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 131,343
Change-131,343 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 121,120
Change-121,120 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 107,906
Change-107,906 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 82,586
Change-82,586 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 79,487
Change-79,487 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 65,940
Change-65,940 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 55,618
Change-55,618 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 52,156
Change-52,156 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 50,436
Change-50,436 (-100%)
Value—
State Street Corp
N/A
Shares— from 42,776
Change-42,776 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 41,806
Change-41,806 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 40,929
Change-40,929 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 30,565
Change-30,565 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27,241
Change-27,241 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 25,926
Change-25,926 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 25,725
Change-25,725 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,240
Change-23,240 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 22,112
Change-22,112 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 22,048
Change-22,048 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 19,698
Change-19,698 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,693
Change-17,693 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,357
Change-16,357 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 15,995
Change-15,995 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,179
Change-14,179 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,708
Change-12,708 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,673
Change-11,673 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 11,569
Change-11,569 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,499
Change-11,499 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,015
Change-10,015 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,742
Change-5,742 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 954
Change-954 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 574
Change-574 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 397
Change-397 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 89
Change-89 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 45
Change-45 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 36
Change-36 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Creative Planning
INCREASED1,467,1951,256,828+210,367+17%$27.2M$31.1M+$3.8M2026-11-02
Gould Asset Management LLC
INCREASED760,536755,142+5,394+1%$16.4M$16.1M-$263.3K2026-11-06
Tectonic Advisors LLC
UNCHANGED744,825744,82500%$16.1M$15.8M-$372.4K2026-10-22
Leuthold Group, LLC
DECREASED527,927531,295-3,368-1%$11.5M$11.2M-$337.0K2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED487,029494,885-7,856-2%$10.7M$10.3M-$414.6K2026-11-02
Citigroup Inc
INCREASED473,792466,784+7,008+2%$10.1M$10.0M-$85.0K2026-11-04
Farther Finance Advisors, LLC
INCREASED448,82792,550+356,277+385%$2.0M$9.5M+$7.5M2026-10-08
LPL Financial LLC
INCREASED424,919419,399+5,520+1%$9.1M$9.0M-$92.8K2026-11-06
Net Worth Advisory Group
INCREASED401,238384,335+16,903+4%$8.3M$8.5M+$121.7K2026-10-20
Ackerman Capital Advisors, LLC
DECREASED312,192320,396-8,204-3%$6.9M$6.6M-$334.0K2026-10-30
NewSquare Capital LLC
INCREASED247,379235,237+12,142+5%$5.1M$5.2M+$139.5K2026-11-06
PNC Financial Services Group, Inc.
DECREASED234,869239,631-4,762-2%$5.2M$5.0M-$220.7K2026-11-06
Baron Financial Group, LLC
INCREASED177,376164,521+12,855+8%$3.6M$3.8M+$190.0K2026-10-09
MacKenzie Financial Corp
UNCHANGED173,005173,00500%$3.8M$3.7M-$86.5K2026-11-02
Assetmark, Inc
DECREASED150,721233,512-82,791-35%$5.1M$3.2M-$1.9M2026-10-21
Upper Left Wealth Management, LLC
DECREASED149,456306,718-157,262-51%$6.6M$3.2M-$3.5M2026-10-14
UBS Group AG
DECREASED138,720140,360-1,640-1%$3.0M$2.9M-$104.9K2026-11-10
Quent Capital, LLC
INCREASED117,046102,400+14,646+14%$2.2M$2.5M+$288.3K2026-11-09
Commonwealth Equity Services, LLC
DECREASED87,93093,520-5,590-6%$2.0M$1.9M-$165.2K2026-11-02
Auour Investments LLC
INCREASED82,68879,757+2,931+4%$1.7M$1.8M+$22.2K2026-10-28
CFG Wealth Management Services, Inc.
DECREASED68,31474,567-6,253-8%$1.7M$1.4M-$248.5K2026-10-21
Smartleaf Asset Management LLC
DECREASED56,59962,479-5,880-9%$1.4M$1.2M-$160.2K2026-11-10
Euro Pacific Asset Management, LLC
INCREASED55,88454,586+1,298+2%$1.2M$1.2M-$11.4K2026-11-03
Tennessee Valley Asset Management Partners
INCREASED49,72645,147+4,579+10%$978.8K$1.1M+$74.4K2026-11-03
AMG National Trust Bank
INCREASED43,94242,105+1,837+4%$912.8K$930.7K+$17.9K2026-11-05
Convergence Financial, LLC
DECREASED43,58170,836-27,255-38%$1.5M$923.0K-$612.7K2026-10-27
Fifth Third Securities, Inc.
INCREASED39,01234,004+5,008+15%$737.2K$826.3K+$89.1K2026-10-21
RFG Advisory, LLC
INCREASED34,35030,022+4,328+14%$650.9K$727.5K+$76.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED33,30214,456+18,846+130%$313.0K$705-$312.3K2026-11-02
Vontobel Holding Ltd.
INCREASED31,86531,145+720+2%$675.2K$674.9K-$3232026-10-16
Concurrent Investment Advisors, LLC
INCREASED26,29525,100+1,195+5%$544.2K$556.9K+$12.8K2026-10-16
Covestor Ltd
INCREASED23,85312,604+11,249+89%$274.0K$505-$273.5K2026-10-30
Atria Investments, Inc
INCREASED23,68221,859+1,823+8%$473.9K$501.6K+$27.7K2026-10-15
First Heartland Consultants, Inc.
INCREASED22,96821,150+1,818+9%$458.5K$486.5K+$27.9K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED22,71810,019+12,699+127%$216.3K$481.8K+$265.5K2026-10-13
Fifth Third Bancorp
INCREASED20,01719,879+138+1%$431.0K$424.0K-$7.0K2026-11-05
Fisher Asset Management, LLC
INCREASED19,68811,299+8,389+74%$245.0K$417.0K+$172.0K2026-11-06
Eclectic Associates Inc
DECREASED18,62724,658-6,031-24%$534.6K$394.5K-$140.1K2026-10-09
Cardiff Park Advisors, LLC
UNCHANGED18,43518,43500%$399.7K$390.5K-$9.2K2026-11-09
Proactive Wealth Strategies LLC
INCREASED17,21817,115+103+1%$371.0K$364.7K-$6.3K2026-11-09
Park Avenue Securities LLC
INCREASED15,69314,816+877+6%$321.0K$332-$320.7K2026-10-26
FSM Wealth Advisors, LLC
UNCHANGED14,70014,70000%$318.7K$311.8K-$6.9K2026-10-27
Kestra Advisory Services, LLC
INCREASED14,31413,755+559+4%$298.2K$303.2K+$5.0K2026-11-02
4Thought Financial Group Inc.
INCREASED13,68212,099+1,583+13%$262.3K$289.8K+$27.5K2026-11-02
Post Resch Tallon Group Inc.
DECREASED11,79311,943-150-1%$258.9K$249.8K-$9.1K2026-10-09
Camelot Technology Advisors, Inc.
INCREASED11,71211,676+36+0%$253.1K$248.1K-$5.1K2026-10-09
Fiduciary Financial Group, LLC
DECREASED11,54217,240-5,698-33%$373.8K$244.5K-$129.3K2026-10-13
Clark Asset Management, LLC
NEW11,369—+11,369——$240.8K—2026-10-19
Choreo, LLC
INCREASED11,16410,984+180+2%$238.1K$236.5K-$1.7K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED10,33010,760-430-4%$233.3K$218.8K-$14.5K2026-10-20
Truist Financial Corp
NEW9,804—+9,804——$207.6K—2026-10-30
Realta Investment Advisors
DECREASED9,75510,114-359-4%$219.3K$206.6K-$12.7K2026-10-14
Eastern Bank
NEW9,125—+9,125——$193.3K—2026-10-05
Cullen T Bankers, Inc.
NEW7,228—+7,228——$153.1K—2026-10-28
Bank of Montreal
INCREASED2,5562,400+156+7%$52.0K$54.1K+$2.1K2026-11-09
FMR LLC
INCREASED2,1451,076+1,069+99%$23.3K$45.4K+$22.1K2026-11-10
Cape Investment Advisory, Inc.
INCREASED2,0251,998+27+1%$43.3K$42.9K-$4272026-10-13
Gen-Wealth Partners Inc
DECREASED1,7861,793-70%$38.9K$37.8K-$1.0K2026-11-04
Richardson Financial Services Inc.
DECREASED1,6401,749-109-6%$37.9K$34.7K-$3.2K2026-10-30
Center for Financial Planning, Inc.
UNCHANGED1,4031,40300%$30.4K$29.7K-$7032026-10-26
United Financial Planning Group LLC
INCREASED1,3821,373+9+1%$29.8K$29.3K-$5072026-11-04
Breakwater Investment Management
DECREASED1,3492,318-969-42%$50.3K$28.6K-$21.7K2026-10-20
United Community Bank
UNCHANGED1,2801,28000%$27.8K$27.1K-$6402026-10-28
Beacon Capital Management, Inc.
DECREASED1,2521,258-60%$27.3K$26.5K-$7562026-10-13
Triumph Capital Management
UNCHANGED1,2361,23600%$26.8K$26.2K-$6182026-10-14
Angeles Wealth Management, LLC
UNCHANGED1,1801,18000%$25.6K$25.0K-$5902026-10-26
Allworth Financial LP
UNCHANGED1,0471,04700%$22.7K$22.7K$02026-11-06
Private Trust Co NA
NEW585—+585——$12.4K—2026-10-20
Lanark Financial, Inc.
NEW524—+524——$11.1K—2026-10-26
Harbour Investments, Inc.
INCREASED423144+279+194%$3.1K$9.0K+$5.8K2026-11-09
Creative Financial Designs Inc
UNCHANGED40340300%$8.7K$8.5K-$2012026-11-04
CoreCap Advisors, LLC
UNCHANGED39639600%$8.6K$8.4K-$1982026-10-08
Pinnacle Bancorp, Inc.
UNCHANGED30030000%$6.5K$6.4K-$1502026-10-21
SBI Securities Co., Ltd.
DECREASED280412-132-32%$8.9K$5.9K-$3.0K2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED26226200%$5.7K$5.5K-$1312026-11-04
Clearstead Advisors, LLC
NEW144—+144——$3.1K—2026-11-06
Capital Investment Advisory Services, LLC
DECREASED131308-177-57%$6.7K$2.8K-$3.9K2026-10-30
Concord Wealth Partners
UNCHANGED13113100%$2.8K$2.8K-$482026-11-02
Wolff Wiese Magana LLC
UNCHANGED12712700%$2.8K$2.7K-$642026-10-15
Buck Wealth Strategies, LLC
NEW72—+72——$1.5K—2026-10-28
Nuveen, LLC
NEW69—+69——$1.5K—2026-11-10
Rossby Financial, LCC
INCREASED5827+31+115%$585$1.2K+$6432026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED474700%$1.0K$996-$232026-10-20
Salomon & Ludwin, LLC
UNCHANGED323200%$691$678-$132026-10-29
Larson Financial Group LLC
UNCHANGED292900%$629$614-$152026-11-05
IFP Advisors, Inc
UNCHANGED262600%$564$551-$132026-10-16
Evolution Wealth Management Inc.
UNCHANGED191900%$412$402-$102026-10-28
Global Retirement Partners, LLC
INCREASED103+7+233%$65$212+$1472026-11-10
Ashton Thomas Private Wealth, LLC
UNCHANGED7700%$152$148-$42026-11-03
rebel Financial LLC
CLOSED0320,103-320,103-100%$6.9M$0-$6.9M2026-11-04
Redhawk Wealth Advisors, Inc.
CLOSED0113,499-113,499-100%$2.5M$0-$2.5M2026-10-14
Family CFO Inc
CLOSED035,835-35,835-100%$776.9K$0-$776.9K2026-10-30
Legacy Wealth Asset Management, LLC
CLOSED035,211-35,211-100%$763.4K$0-$763.4K2026-10-09
Csenge Advisory Group
CLOSED031,609-31,609-100%$685.3K$0-$685.3K2026-11-04
OceanIQ Capital, LLC
CLOSED025,600-25,600-100%$558.8K$0-$558.8K2026-10-19
Tradewinds Capital Management, LLC
CLOSED01,055-1,055-100%$22.9K$0-$22.9K2026-10-23
US Bancorp \de\
CLOSED0737-737-100%$16.0K$0-$16.0K2026-11-05
Tucker Asset Management LLC
CLOSED0252-252-100%$5.5K$0-$5.5K2026-10-29
Huntington National Bank
CLOSED02-2-100%$43$0-$432026-11-10
Avion Wealth
CLOSED01-1-100%$0$0$02026-11-04
Cerity Partners Ocio LLC
N/A—7,812,961-7,812,961-100%$169.4M———
CI Investments Inc.
N/A—4,435,253-4,435,253-100%$96.2M———
Morgan Stanley
N/A—3,443,678-3,443,678-100%$74.7M———
Manufacturers Life Insurance Company, the
N/A—1,740,387-1,740,387-100%$37.7M———
Checchi Capital Advisers, LLC
N/A—1,446,266-1,446,266-100%$31.4M———
Jane Street Group, LLC
N/A—1,000,518-1,000,518-100%$21.7M———
Envestnet Asset Management Inc
N/A—697,184-697,184-100%$15.1M———
Bank of America Corp
N/A—469,476-469,476-100%$10.2M———
Financial Engines Advisors L.L.C.
N/A—360,232-360,232-100%$7.8M———
Cetera Investment Advisers
N/A—308,639-308,639-100%$6.7M———
Ameriprise Financial Inc
N/A—302,158-302,158-100%$6.5M———
Alliancebernstein L.P.
N/A—219,917-219,917-100%$4.8M———
MML Investors Services, LLC
N/A—203,525-203,525-100%$4.4M———
Janney Montgomery Scott LLC
N/A—199,707-199,707-100%$4.3M———
Jones Financial Companies Lllp
N/A—153,742-153,742-100%$3.3M———
Wells Fargo & Company
N/A—144,539-144,539-100%$3.1M———
Foundations Investment Advisors, LLC
N/A—131,343-131,343-100%$2.8M———
Cerity Partners LLC
N/A—121,120-121,120-100%$2.6M———
Susquehanna International Group, LLP
N/A—107,906-107,906-100%$2.3M———
Osaic Holdings, Inc.
N/A—82,586-82,586-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—79,487-79,487-100%$1.7M———
Royal Bank of Canada
N/A—65,940-65,940-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—55,618-55,618-100%$1.2M———
Mercer Global Advisors Inc
N/A—52,156-52,156-100%$1.1M———
Pure Financial Advisors, LLC
N/A—50,436-50,436-100%$1.1M———
State Street Corp
N/A—42,776-42,776-100%$927.4K———
Pathstone Holdings, LLC
N/A—41,806-41,806-100%$906.4K———
Raymond James Financial Inc
N/A—40,929-40,929-100%$887.4K———
Principal Securities, Inc.
N/A—30,565-30,565-100%$662.6K———
JPMorgan Chase & Co
N/A—27,241-27,241-100%$592.5K———
Cresset Asset Management, LLC
N/A—25,926-25,926-100%$562.1K———
Fairview Capital Investment Management, LLC
N/A—25,725-25,725-100%$557.7K———
Citadel Advisors LLC
N/A—23,240-23,240-100%$503.8K———
Destination Wealth Management
N/A—22,112-22,112-100%$479.4K———
Natixis Advisors, LLC
N/A—22,048-22,048-100%$478.0K———
Satovsky Asset Management LLC
N/A—19,698-19,698-100%$427.1K———
Focus Partners Wealth
N/A—17,693-17,693-100%$383.6K———
Snowden Capital Advisors LLC
N/A—16,357-16,357-100%$354.6K———
Mason Investment Advisory Services, Inc.
N/A—15,995-15,995-100%$346.8K———
HRT Financial LP
N/A—14,179-14,179-100%$307.0K———
Mariner, LLC
N/A—12,708-12,708-100%$275.5K———
Comprehensive Money Management Services LLC
N/A—12,225-12,225-100%$265.0K———
RPg Family Wealth Advisory, LLC
N/A—12,101-12,101-100%$262.4K———
World Investment Advisors
N/A—11,673-11,673-100%$256.1K———
Risk Paradigm Group, LLC
N/A—11,569-11,569-100%$250.8K———
Summit Financial, LLC
N/A—11,499-11,499-100%$249.3K———
Ausdal Financial Partners, Inc.
N/A—10,015-10,015-100%$217.1K———
BFC Planning, Inc.
N/A—7,050-7,050-100%$152.8K———
EP Wealth Advisors, LLC
N/A—5,742-5,742-100%$124.5K———
Rockefeller Capital Management L.P.
N/A—3,771-3,771-100%$81.8K———
Franklin Resources Inc
N/A—3,170-3,170-100%$68.7K———
Purpose Unlimited Inc.
N/A—2,794-2,794-100%$61.4K———
Steward Partners Investment Advisory, LLC
N/A—2,686-2,686-100%$58.2K———
WealthShield Partners, LLC
N/A—2,497-2,497-100%$54.1K———
Johnson Financial Group, Inc.
N/A—2,400-2,400-100%$52.0K———
Colonial Trust Co / SC
N/A—1,079-1,079-100%$23.5K———
Northwestern Mutual Wealth Management Co
N/A—954-954-100%$20.7K———
NewEdge Advisors, LLC
N/A—705-705-100%$15.3K———
Strategic Wealth Partners, Ltd.
N/A—574-574-100%$12.4K———
Ameritas Advisory Services, LLC
N/A—472-472-100%$10.2K———
BlackRock, Inc.
N/A—397-397-100%$8.6K———
AE Wealth Management LLC
N/A—151-151-100%$3.3K———
Caitlin John, LLC
N/A—119-119-100%$2.6K———
Tower Research Capital LLC (TRC)
N/A—89-89-100%$1.9K———
Coppell Advisory Solutions LLC
N/A—54-54-100%$548.2K———
BNP Paribas Financial Markets
N/A—45-45-100%$976———
Arax Advisory Partners
N/A—36-36-100%$781———
Horizon Investments, LLC
N/A—19-19-100%$410———
Continuum Advisory, LLC
N/A—11-11-100%$238———
Showing 169 of 169 institutions