SS Spdr S&P Telecom ETF (XTL)

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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Parkway Wealth Management Group, LLC

INCREASED

Shares129,331 from 127,443

Change+1,888 (+1%)

Value$26.3M (-$2.7M)

Filed 2026-10-20

MinichMacGregor Wealth Management, LLC

INCREASED

Shares80,468 from 77,996

Change+2,472 (+3%)

Value$16.3M (-$1.4M)

Filed 2026-10-14

Destiny Wealth Partners, LLC

INCREASED

Shares77,773 from 69,454

Change+8,319 (+12%)

Value$14.3M (-$116.2K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares24,132 from 39,669

Change-15,537 (-39%)

Value$4.9K (-$9.0M)

Filed 2026-11-02

SFI Advisors, LLC

DECREASED

Shares15,261 from 16,118

Change-857 (-5%)

Value$3.1M (-$568.9K)

Filed 2026-10-30

Great Diamond Partners, LLC

INCREASED

Shares13,926 from 13,418

Change+508 (+4%)

Value$2.8M (-$225.6K)

Filed 2026-10-13

Imc-Chicago, LLC

INCREASED

Shares9,558 from 1,388

Change+8,170 (+589%)

Value$1.9M (+$1.6M)

Filed 2026-11-05

Farmers & Merchants Trust Co of Chambersburg PA

DECREASED

Shares9,197 from 9,459

Change-262 (-3%)

Value$1.9K (-$2.2M)

Filed 2026-10-14

Verus Capital Partners, LLC

NEW

Shares9,118

Change+9,118

Value$1.9M

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares9,028 from 8,672

Change+356 (+4%)

Value$1.8M (-$140.2K)

Filed 2026-10-30

Citigroup Inc

INCREASED

Shares7,985 from 6,249

Change+1,736 (+28%)

Value$1.6M (+$199.3K)

Filed 2026-11-04

Financial Management Professionals, Inc.

DECREASED

Shares7,480 from 7,977

Change-497 (-6%)

Value$1.5M (-$296.3K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares6,246 from 6,185

Change+61 (+1%)

Value$1.3M (-$139.2K)

Filed 2026-11-02

Brookstone Capital Management

DECREASED

Shares5,251 from 21,772

Change-16,521 (-76%)

Value$1.1M (-$3.9M)

Filed 2026-10-22

Quartz Partners, LLC

DECREASED

Shares4,918 from 5,756

Change-838 (-15%)

Value$998.3K (-$311.1K)

Filed 2026-11-03

Davenport & Co LLC

DECREASED

Shares4,691 from 4,740

Change-49 (-1%)

Value$952.1K (-$126.2K)

Filed 2026-10-14

Simplex Trading, LLC

DECREASED

Shares4,097 from 5,279

Change-1,182 (-22%)

Value$831.7K (-$369.3K)

Filed 2026-11-04

Worthington Financial Partners, LLC

INCREASED

Shares3,838 from 3,828

Change+10 (+0%)

Value$779.0K (-$91.7K)

Filed 2026-10-13

Avior Wealth Management, LLC

INCREASED

Shares3,707 from 3,616

Change+91 (+3%)

Value$752.4K (-$70.3K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares3,296 from 21,027

Change-17,731 (-84%)

Value$669.0K (-$4.1M)

Filed 2026-11-02

Kaizen Financial Strategies

DECREASED

Shares3,010 from 6,045

Change-3,035 (-50%)

Value$611.0K (-$746.7K)

Filed 2026-10-09

Comprehensive Financial Planning, Inc.

DECREASED

Shares2,565 from 5,402

Change-2,837 (-53%)

Value$520.7K (-$708.2K)

Filed 2026-10-27

Kingswood Wealth Advisors, LLC

INCREASED

Shares1,715 from 1,297

Change+418 (+32%)

Value$348.1K (+$53.1K)

Filed 2026-10-23

Cape Investment Advisory, Inc.

INCREASED

Shares1,555 from 413

Change+1,142 (+277%)

Value$315.6K (+$221.7K)

Filed 2026-10-13

Marshall & Sterling Wealth Advisors Inc.

DECREASED

Shares1,501 from 1,793

Change-292 (-16%)

Value$304.6K (-$103.1K)

Filed 2026-10-28

Compass Financial Management LLC

DECREASED

Shares1,442 from 4,931

Change-3,489 (-71%)

Value$292.7K (-$828.5K)

Filed 2026-10-30

Higgins & Schmidt Wealth Strategies LLC

UNCHANGED

Shares1,297 from 1,297

Change0 (0%)

Value$263.3K (-$31.8K)

Filed 2026-10-26

Fiduciary Financial Group, LLC

UNCHANGED

Shares1,268 from 1,268

Change0 (0%)

Value$257.4K (-$31.1K)

Filed 2026-10-13

Fulcrum Equity Management

DECREASED

Shares1,149 from 1,323

Change-174 (-13%)

Value$233.2K (-$67.7K)

Filed 2026-10-21

US Bancorp \de\

DECREASED

Shares995 from 1,934

Change-939 (-49%)

Value$202.0K (-$238.0K)

Filed 2026-11-05

City Holding Co

INCREASED

Shares900 from 700

Change+200 (+29%)

Value$182.7K (+$23.4K)

Filed 2026-10-19

Private Trust Co NA

DECREASED

Shares553 from 570

Change-17 (-3%)

Value$112.3K (-$17.4K)

Filed 2026-10-20

Ashton Thomas Private Wealth, LLC

INCREASED

Shares415 from 36

Change+379 (+1053%)

Value$84.2K (+$76.1K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares176 from 161

Change+15 (+9%)

Value$35.7K (-$900)

Filed 2026-10-27

Creative Financial Designs Inc

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$28.6K (-$3.5K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares93 from 278

Change-185 (-67%)

Value$18.9K (-$44.4K)

Filed 2026-10-08

Key FInancial Inc

NEW

Shares77

Change+77

Value$15.6K

Filed 2026-11-02

Spire Wealth Management

DECREASED

Shares75 from 263

Change-188 (-71%)

Value$15.2K (-$44.6K)

Filed 2026-10-30

Bullock Wealth Management Group

DECREASED

Shares74 from 98

Change-24 (-24%)

Value$15.2K (-$6.8K)

Filed 2026-10-09

Signaturefd, LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$13.0K (-$1.6K)

Filed 2026-10-23

Jacobi Capital Management LLC

NEW

Shares55

Change+55

Value$11.1K

Filed 2026-11-05

Wagner Wealth Management, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$9.3K (-$1.1K)

Filed 2026-10-21

Assetmark, Inc

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$6.3K (-$759)

Filed 2026-10-21

IFP Advisors, Inc

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$5.7K (-$686)

Filed 2026-10-16

CoreCap Advisors, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$4.5K (-$539)

Filed 2026-10-08

Central Pacific Bank - Trust Division

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$2.2K (-$269)

Filed 2026-10-06

Lanark Financial, Inc.

DECREASED

Shares9 from 57

Change-48 (-84%)

Value$1.8K (-$11.1K)

Filed 2026-10-26

Founders Financial Securities LLC

CLOSED

Shares0 from 13,537

Change-13,537 (-100%)

Value$0 (-$3.1M)

Filed 2026-10-28

Larry Mathis Financial Planning, LLC

CLOSED

Shares0 from 9,787

Change-9,787 (-100%)

Value$0 (-$2.2M)

Filed 2026-10-26

Blue Capital, Inc.

CLOSED

Shares0 from 5,370

Change-5,370 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-13

Roman Butler Fullerton & Co

CLOSED

Shares0 from 3,649

Change-3,649 (-100%)

Value$0 (-$789.1K)

Filed 2026-10-27

Wakefield Asset Management Lllp

CLOSED

Shares0 from 2,486

Change-2,486 (-100%)

Value$0 (-$565.5K)

Filed 2026-11-05

PFG Advisors

CLOSED

Shares0 from 1,770

Change-1,770 (-100%)

Value$0 (-$402.7K)

Filed 2026-10-16

Indivisible Partners

CLOSED

Shares0 from 1,200

Change-1,200 (-100%)

Value$0 (-$273.0K)

Filed 2026-10-26

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

CLOSED

Shares0 from 1,084

Change-1,084 (-100%)

Value$0 (-$246.6K)

Filed 2026-10-14

Rhodes Investment Advisors Inc

CLOSED

Shares0 from 945

Change-945 (-100%)

Value$0 (-$215.0K)

Filed 2026-10-07

Investment Partners Asset Management, Inc.

CLOSED

Shares0 from 895

Change-895 (-100%)

Value$0 (-$203.6K)

Filed 2026-10-09

International Assets Investment Management, LLC

CLOSED

Shares0 from 808

Change-808 (-100%)

Value$0 (-$181.5K)

Filed 2026-11-02

Fifth Third Bancorp

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$23.0K)

Filed 2026-11-05

Signature Equity Partners, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$3.4K)

Filed 2026-10-29

Trust Co

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$2.3K)

Filed 2026-10-09

Asset Dedication, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$1.6K)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 142,513

Change-142,513 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 135,137

Change-135,137 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 111,838

Change-111,838 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 65,387

Change-65,387 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 51,611

Change-51,611 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 46,573

Change-46,573 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 34,049

Change-34,049 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 32,501

Change-32,501 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 30,014

Change-30,014 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 24,831

Change-24,831 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 23,058

Change-23,058 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,258

Change-21,258 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 19,802

Change-19,802 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 19,400

Change-19,400 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 18,856

Change-18,856 (-100%)

Value—

Teucrium Investment Advisors, LLC

N/A

Shares— from 16,988

Change-16,988 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 16,594

Change-16,594 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 14,150

Change-14,150 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,290

Change-12,290 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 11,622

Change-11,622 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 10,163

Change-10,163 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 6,988

Change-6,988 (-100%)

Value—

Ciovacco Capital Management LLC

N/A

Shares— from 5,861

Change-5,861 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 5,672

Change-5,672 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,653

Change-5,653 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 5,126

Change-5,126 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 5,095

Change-5,095 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 4,680

Change-4,680 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,185

Change-4,185 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,598

Change-3,598 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 3,595

Change-3,595 (-100%)

Value—

RPS Advisory Solutions LLC

N/A

Shares— from 3,452

Change-3,452 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 3,098

Change-3,098 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 2,790

Change-2,790 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 1,970

Change-1,970 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 1,960

Change-1,960 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,877

Change-1,877 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 1,720

Change-1,720 (-100%)

Value—

RFP Financial Group LLC

N/A

Shares— from 1,540

Change-1,540 (-100%)

Value—

Kane Investment Management, Inc.

N/A

Shares— from 1,257

Change-1,257 (-100%)

Value—

Parkwoods Wealth Partners, LLC

N/A

Shares— from 1,220

Change-1,220 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 1,142

Change-1,142 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,080

Change-1,080 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 957

Change-957 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 938

Change-938 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 822

Change-822 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 624

Change-624 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 546

Change-546 (-100%)

Value—

Liberty One Investment Management, LLC

N/A

Shares— from 470

Change-470 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 439

Change-439 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 370

Change-370 (-100%)

Value—

FMR LLC

N/A

Shares— from 360

Change-360 (-100%)

Value—

Blair William & Co

N/A

Shares— from 206

Change-206 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 97

Change-97 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 93

Change-93 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 39

Change-39 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 22

Change-22 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Parkway Wealth Management Group, LLC	INCREASED	129,331	127,443	+1,888	+1%	$29.0M	$26.3M	-$2.7M	2026-10-20
MinichMacGregor Wealth Management, LLC	INCREASED	80,468	77,996	+2,472	+3%	$17.7M	$16.3M	-$1.4M	2026-10-14
Destiny Wealth Partners, LLC	INCREASED	77,773	69,454	+8,319	+12%	$14.5M	$14.3M	-$116.2K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	24,132	39,669	-15,537	-39%	$9.0M	$4.9K	-$9.0M	2026-11-02
SFI Advisors, LLC	DECREASED	15,261	16,118	-857	-5%	$3.7M	$3.1M	-$568.9K	2026-10-30
Great Diamond Partners, LLC	INCREASED	13,926	13,418	+508	+4%	$3.1M	$2.8M	-$225.6K	2026-10-13
Imc-Chicago, LLC	INCREASED	9,558	1,388	+8,170	+589%	$315.8K	$1.9M	+$1.6M	2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA	DECREASED	9,197	9,459	-262	-3%	$2.2M	$1.9K	-$2.2M	2026-10-14
Verus Capital Partners, LLC	NEW	9,118	—	+9,118	—	—	$1.9M	—	2026-11-03
Truist Financial Corp	INCREASED	9,028	8,672	+356	+4%	$2.0M	$1.8M	-$140.2K	2026-10-30
Citigroup Inc	INCREASED	7,985	6,249	+1,736	+28%	$1.4M	$1.6M	+$199.3K	2026-11-04
Financial Management Professionals, Inc.	DECREASED	7,480	7,977	-497	-6%	$1.8M	$1.5M	-$296.3K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	6,246	6,185	+61	+1%	$1.4M	$1.3M	-$139.2K	2026-11-02
Brookstone Capital Management	DECREASED	5,251	21,772	-16,521	-76%	$5.0M	$1.1M	-$3.9M	2026-10-22
Quartz Partners, LLC	DECREASED	4,918	5,756	-838	-15%	$1.3M	$998.3K	-$311.1K	2026-11-03
Davenport & Co LLC	DECREASED	4,691	4,740	-49	-1%	$1.1M	$952.1K	-$126.2K	2026-10-14
Simplex Trading, LLC	DECREASED	4,097	5,279	-1,182	-22%	$1.2M	$831.7K	-$369.3K	2026-11-04
Worthington Financial Partners, LLC	INCREASED	3,838	3,828	+10	+0%	$870.8K	$779.0K	-$91.7K	2026-10-13
Avior Wealth Management, LLC	INCREASED	3,707	3,616	+91	+3%	$822.7K	$752.4K	-$70.3K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	3,296	21,027	-17,731	-84%	$4.8M	$669.0K	-$4.1M	2026-11-02
Kaizen Financial Strategies	DECREASED	3,010	6,045	-3,035	-50%	$1.4M	$611.0K	-$746.7K	2026-10-09
Comprehensive Financial Planning, Inc.	DECREASED	2,565	5,402	-2,837	-53%	$1.2M	$520.7K	-$708.2K	2026-10-27
Kingswood Wealth Advisors, LLC	INCREASED	1,715	1,297	+418	+32%	$295.0K	$348.1K	+$53.1K	2026-10-23
Cape Investment Advisory, Inc.	INCREASED	1,555	413	+1,142	+277%	$94.0K	$315.6K	+$221.7K	2026-10-13
Marshall & Sterling Wealth Advisors Inc.	DECREASED	1,501	1,793	-292	-16%	$407.8K	$304.6K	-$103.1K	2026-10-28
Compass Financial Management LLC	DECREASED	1,442	4,931	-3,489	-71%	$1.1M	$292.7K	-$828.5K	2026-10-30
Higgins & Schmidt Wealth Strategies LLC	UNCHANGED	1,297	1,297	0	0%	$295.1K	$263.3K	-$31.8K	2026-10-26
Fiduciary Financial Group, LLC	UNCHANGED	1,268	1,268	0	0%	$288.5K	$257.4K	-$31.1K	2026-10-13
Fulcrum Equity Management	DECREASED	1,149	1,323	-174	-13%	$300.9K	$233.2K	-$67.7K	2026-10-21
US Bancorp \de\	DECREASED	995	1,934	-939	-49%	$440.0K	$202.0K	-$238.0K	2026-11-05
City Holding Co	INCREASED	900	700	+200	+29%	$159.2K	$182.7K	+$23.4K	2026-10-19
Private Trust Co NA	DECREASED	553	570	-17	-3%	$129.7K	$112.3K	-$17.4K	2026-10-20
Ashton Thomas Private Wealth, LLC	INCREASED	415	36	+379	+1053%	$8.2K	$84.2K	+$76.1K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	INCREASED	176	161	+15	+9%	$36.6K	$35.7K	-$900	2026-10-27
Creative Financial Designs Inc	UNCHANGED	141	141	0	0%	$32.1K	$28.6K	-$3.5K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	93	278	-185	-67%	$63.3K	$18.9K	-$44.4K	2026-10-08
Key FInancial Inc	NEW	77	—	+77	—	—	$15.6K	—	2026-11-02
Spire Wealth Management	DECREASED	75	263	-188	-71%	$59.8K	$15.2K	-$44.6K	2026-10-30
Bullock Wealth Management Group	DECREASED	74	98	-24	-24%	$22.0K	$15.2K	-$6.8K	2026-10-09
Signaturefd, LLC	UNCHANGED	64	64	0	0%	$14.6K	$13.0K	-$1.6K	2026-10-23
Jacobi Capital Management LLC	NEW	55	—	+55	—	—	$11.1K	—	2026-11-05
Wagner Wealth Management, LLC	UNCHANGED	46	46	0	0%	$10.5K	$9.3K	-$1.1K	2026-10-21
Assetmark, Inc	UNCHANGED	31	31	0	0%	$7.1K	$6.3K	-$759	2026-10-21
IFP Advisors, Inc	UNCHANGED	28	28	0	0%	$6.4K	$5.7K	-$686	2026-10-16
CoreCap Advisors, LLC	UNCHANGED	22	22	0	0%	$5.0K	$4.5K	-$539	2026-10-08
Central Pacific Bank - Trust Division	UNCHANGED	11	11	0	0%	$2.5K	$2.2K	-$269	2026-10-06
Lanark Financial, Inc.	DECREASED	9	57	-48	-84%	$13.0K	$1.8K	-$11.1K	2026-10-26
Founders Financial Securities LLC	CLOSED	0	13,537	-13,537	-100%	$3.1M	$0	-$3.1M	2026-10-28
Larry Mathis Financial Planning, LLC	CLOSED	0	9,787	-9,787	-100%	$2.2M	$0	-$2.2M	2026-10-26
Blue Capital, Inc.	CLOSED	0	5,370	-5,370	-100%	$1.2M	$0	-$1.2M	2026-10-13
Roman Butler Fullerton & Co	CLOSED	0	3,649	-3,649	-100%	$789.1K	$0	-$789.1K	2026-10-27
Wakefield Asset Management Lllp	CLOSED	0	2,486	-2,486	-100%	$565.5K	$0	-$565.5K	2026-11-05
PFG Advisors	CLOSED	0	1,770	-1,770	-100%	$402.7K	$0	-$402.7K	2026-10-16
Indivisible Partners	CLOSED	0	1,200	-1,200	-100%	$273.0K	$0	-$273.0K	2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	CLOSED	0	1,084	-1,084	-100%	$246.6K	$0	-$246.6K	2026-10-14
Rhodes Investment Advisors Inc	CLOSED	0	945	-945	-100%	$215.0K	$0	-$215.0K	2026-10-07
Investment Partners Asset Management, Inc.	CLOSED	0	895	-895	-100%	$203.6K	$0	-$203.6K	2026-10-09
International Assets Investment Management, LLC	CLOSED	0	808	-808	-100%	$181.5K	$0	-$181.5K	2026-11-02
Fifth Third Bancorp	CLOSED	0	101	-101	-100%	$23.0K	$0	-$23.0K	2026-11-05
Signature Equity Partners, LLC	CLOSED	0	15	-15	-100%	$3.4K	$0	-$3.4K	2026-10-29
Trust Co	CLOSED	0	10	-10	-100%	$2.3K	$0	-$2.3K	2026-10-09
Asset Dedication, LLC	CLOSED	0	7	-7	-100%	$1.6K	$0	-$1.6K	2026-11-03
Morgan Stanley	N/A	—	142,513	-142,513	-100%	$32.4M	—	—	—
LPL Financial LLC	N/A	—	135,137	-135,137	-100%	$30.7M	—	—	—
Bank of America Corp	N/A	—	111,838	-111,838	-100%	$25.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	65,387	-65,387	-100%	$14.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	51,611	-51,611	-100%	$11.7M	—	—	—
Raymond James Financial Inc	N/A	—	46,573	-46,573	-100%	$10.6M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	34,049	-34,049	-100%	$7.7M	—	—	—
Royal Bank of Canada	N/A	—	32,501	-32,501	-100%	$7.4M	—	—	—
Cetera Investment Advisers	N/A	—	30,014	-30,014	-100%	$6.8M	—	—	—
HSBC Holdings PLC	N/A	—	25,000	-25,000	-100%	$5.7M	—	—	—
UBS Group AG	N/A	—	24,831	-24,831	-100%	$5.6M	—	—	—
Citadel Advisors LLC	N/A	—	23,058	-23,058	-100%	$5.2M	—	—	—
Stifel Financial Corp	N/A	—	21,258	-21,258	-100%	$4.8M	—	—	—
HRT Financial LP	N/A	—	19,802	-19,802	-100%	$4.5M	—	—	—
Two Sigma Investments, LP	N/A	—	19,400	-19,400	-100%	$4.4M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	18,856	-18,856	-100%	$4.3M	—	—	—
Teucrium Investment Advisors, LLC	N/A	—	16,988	-16,988	-100%	$3.9M	—	—	—
Equitable Holdings, Inc.	N/A	—	16,594	-16,594	-100%	$3.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	14,150	-14,150	-100%	$3.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	12,290	-12,290	-100%	$2.8M	—	—	—
Wells Fargo & Company	N/A	—	11,622	-11,622	-100%	$2.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	10,163	-10,163	-100%	$2.3M	—	—	—
Fortis Group Advisors, LLC	N/A	—	6,988	-6,988	-100%	$1.6M	—	—	—
Ciovacco Capital Management LLC	N/A	—	5,861	-5,861	-100%	$1.3M	—	—	—
Gotham Asset Management, LLC	N/A	—	5,672	-5,672	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	5,653	-5,653	-100%	$1.3M	—	—	—
Two Sigma Securities, LLC	N/A	—	5,126	-5,126	-100%	$1.2M	—	—	—
Regal Investment Advisors LLC	N/A	—	5,095	-5,095	-100%	$1.2M	—	—	—
GeoWealth Management, LLC	N/A	—	4,680	-4,680	-100%	$1.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	4,185	-4,185	-100%	$906.7K	—	—	—
MML Investors Services, LLC	N/A	—	3,598	-3,598	-100%	$818.4K	—	—	—
Jane Street Group, LLC	N/A	—	3,595	-3,595	-100%	$817.8K	—	—	—
RPS Advisory Solutions LLC	N/A	—	3,452	-3,452	-100%	$785.3K	—	—	—
Pgim Custom Harvest LLC	N/A	—	3,098	-3,098	-100%	$704.8K	—	—	—
Pacific SUN Financial Corp	N/A	—	2,790	-2,790	-100%	$634.7K	—	—	—
GTS Securities LLC	N/A	—	1,970	-1,970	-100%	$448.2K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	1,960	-1,960	-100%	$445.9K	—	—	—
JPMorgan Chase & Co	N/A	—	1,877	-1,877	-100%	$422.2K	—	—	—
HighTower Advisors, LLC	N/A	—	1,720	-1,720	-100%	$391.3K	—	—	—
RFP Financial Group LLC	N/A	—	1,540	-1,540	-100%	$350.2K	—	—	—
Kane Investment Management, Inc.	N/A	—	1,257	-1,257	-100%	$286.0K	—	—	—
Parkwoods Wealth Partners, LLC	N/A	—	1,220	-1,220	-100%	$277.5K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	1,150	-1,150	-100%	$261.6K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	1,142	-1,142	-100%	$259.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,080	-1,080	-100%	$245.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	957	-957	-100%	$217.7K	—	—	—
Private Advisor Group, LLC	N/A	—	938	-938	-100%	$213.4K	—	—	—
Snowden Capital Advisors LLC	N/A	—	900	-900	-100%	$204.7K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	822	-822	-100%	$187.0K	—	—	—
Harbour Investments, Inc.	N/A	—	624	-624	-100%	$142.0K	—	—	—
Qube Research & Technologies Ltd	N/A	—	546	-546	-100%	$124.2K	—	—	—
Liberty One Investment Management, LLC	N/A	—	470	-470	-100%	$107.0K	—	—	—
Integrity Financial Corp	N/A	—	439	-439	-100%	$99.8K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	370	-370	-100%	$84.2K	—	—	—
FMR LLC	N/A	—	360	-360	-100%	$81.8K	—	—	—
Blair William & Co	N/A	—	206	-206	-100%	$46.9K	—	—	—
IFG Advisory, LLC	N/A	—	140	-140	-100%	$31.7K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	125	-125	-100%	$28.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	100	-100	-100%	$22.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	97	-97	-100%	$22.1K	—	—	—
Allworth Financial LP	N/A	—	93	-93	-100%	$21.2K	—	—	—
Copia Wealth Management	N/A	—	39	-39	-100%	$8.9K	—	—	—
AE Wealth Management LLC	N/A	—	35	-35	-100%	$8.0K	—	—	—
BFC Planning, Inc.	N/A	—	30	-30	-100%	$6.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	22	-22	-100%	$5.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	11	-11	-100%	$2.5K	—	—	—
Russell Investments Group, Ltd.	N/A	—	2	-2	-100%	$564	—	—	—

Showing 129 of 129 institutions