SS Spdr S&P Soft & Serv ETF (XSW)

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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McGuire Investment Group, LLC

INCREASED

Shares67,272 from 66,496

Change+776 (+1%)

Value$13.1M (+$1.7M)

Filed 2026-10-23

Fifth Third Securities, Inc.

DECREASED

Shares28,167 from 30,962

Change-2,795 (-9%)

Value$5.5M (+$160.1K)

Filed 2026-10-21

Congress Asset Management Co

NEW

Shares20,100

Change+20,100

Value$20.1K

Filed 2026-10-06

Thrivent Financial for Lutherans

NEW

Shares17,532

Change+17,532

Value$3.4K

Filed 2026-11-05

Essex LLC

INCREASED

Shares16,010 from 14,537

Change+1,473 (+10%)

Value$3.1M (+$617.0K)

Filed 2026-10-14

Performa Ltd (US), LLC

DECREASED

Shares12,500 from 22,000

Change-9,500 (-43%)

Value$2.4M (-$1.3M)

Filed 2026-11-05

Compass Financial Management LLC

INCREASED

Shares10,687 from 3,441

Change+7,246 (+211%)

Value$2.1M (+$1.4M)

Filed 2026-10-30

Nfsg Corp

DECREASED

Shares6,548 from 6,727

Change-179 (-3%)

Value$1.3M (+$118.1K)

Filed 2026-10-15

Arlington Financial Advisors, LLC

NEW

Shares4,651

Change+4,651

Value$904.8K

Filed 2026-10-19

Kestra Advisory Services, LLC

INCREASED

Shares4,440 from 4,265

Change+175 (+4%)

Value$863.8K (+$131.1K)

Filed 2026-11-02

High Point Wealth Management, LLC

INCREASED

Shares3,730 from 3,385

Change+345 (+10%)

Value$725.5K (+$144.1K)

Filed 2026-11-05

Kaizen Financial Strategies

INCREASED

Shares2,885 from 2,685

Change+200 (+7%)

Value$561.2K (+$86.6K)

Filed 2026-10-09

Bank Julius Baer & Co. Ltd, Zurich

INCREASED

Shares2,734 from 1,367

Change+1,367 (+100%)

Value$531.9K (+$297.0K)

Filed 2026-10-29

Dale Q Rice Investment Management Ltd

DECREASED

Shares2,709 from 2,717

Change-8 (0%)

Value$527.0K (+$60.1K)

Filed 2026-10-09

Grant Private Wealth Management Inc

DECREASED

Shares2,696 from 3,129

Change-433 (-14%)

Value$524.5K (-$13.1K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares2,244 from 2,245

Change-1 (0%)

Value$436.5K (+$50.9K)

Filed 2026-11-02

Kingswood Wealth Advisors, LLC

DECREASED

Shares2,182 from 2,296

Change-114 (-5%)

Value$424.5K (+$30.0K)

Filed 2026-10-23

Beacon Financial Advisory LLC

UNCHANGED

Shares2,156 from 2,156

Change0 (0%)

Value$419.5K (+$49.0K)

Filed 2026-10-16

NTV Asset Management LLC

DECREASED

Shares2,123 from 2,523

Change-400 (-16%)

Value$413.0K (-$20.5K)

Filed 2026-10-23

Greenspring Advisors, LLC

UNCHANGED

Shares2,010 from 2,010

Change0 (0%)

Value$391.0K (+$45.7K)

Filed 2026-11-05

Riverbridge Partners LLC

NEW

Shares1,948

Change+1,948

Value$378.9K

Filed 2026-11-05

Almanack Investment Partners, Llc.

NEW

Shares1,683

Change+1,683

Value$327.4K

Filed 2026-11-03

Lynx Investment Advisory

INCREASED

Shares1,602 from 1,491

Change+111 (+7%)

Value$311.7K (+$55.5K)

Filed 2026-10-27

Concord Wealth Partners

INCREASED

Shares1,571 from 1,452

Change+119 (+8%)

Value$305.7K (+$56.2K)

Filed 2026-11-02

Integrated Advisors Network LLC

INCREASED

Shares1,553 from 1,421

Change+132 (+9%)

Value$302.1K (+$58.0K)

Filed 2026-10-20

Concord Asset Management, LLC

INCREASED

Shares1,549 from 1,452

Change+97 (+7%)

Value$301.4K (+$51.9K)

Filed 2026-11-02

Sharper & Granite LLC

DECREASED

Shares1,525 from 2,575

Change-1,050 (-41%)

Value$217.0K (-$225.4K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

NEW

Shares1,380

Change+1,380

Value$275.4K

Filed 2026-11-04

Citigroup Inc

DECREASED

Shares1,298 from 1,608

Change-310 (-19%)

Value$252.5K (-$23.8K)

Filed 2026-11-04

Nautilus Advisors LLC

INCREASED

Shares1,210 from 1,185

Change+25 (+2%)

Value$235.4K (+$25.6K)

Filed 2026-10-07

Commonwealth Equity Services, LLC

NEW

Shares1,144

Change+1,144

Value$222.6K

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares1,144 from 1,227

Change-83 (-7%)

Value$223 (-$210.8K)

Filed 2026-11-02

VestGen Advisors, LLC

DECREASED

Shares1,074 from 3,101

Change-2,027 (-65%)

Value$208.9K (-$323.8K)

Filed 2026-10-27

GGM Financial LLC

DECREASED

Shares874 from 1,059

Change-185 (-17%)

Value$170.0K (-$11.9K)

Filed 2026-11-05

WestEnd Advisors, LLC

NEW

Shares809

Change+809

Value$157.5K

Filed 2026-10-27

TD Private Client Wealth LLC

UNCHANGED

Shares776 from 776

Change0 (0%)

Value$151.0K (+$17.6K)

Filed 2026-10-28

Fifth Third Bancorp

INCREASED

Shares656 from 475

Change+181 (+38%)

Value$127.5K (+$46.0K)

Filed 2026-11-05

Mondrian Investment Partners LTD

INCREASED

Shares563 from 10

Change+553 (+5530%)

Value$113.1K (+$111.3K)

Filed 2026-10-23

IFP Advisors, Inc

DECREASED

Shares511 from 536

Change-25 (-5%)

Value$99.4K (+$7.3K)

Filed 2026-10-16

Canton Hathaway, LLC

UNCHANGED

Shares423 from 423

Change0 (0%)

Value$82.3K (+$9.6K)

Filed 2026-10-23

Simplex Trading, LLC

INCREASED

Shares305 from 156

Change+149 (+96%)

Value$59.3K (+$32.5K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$49.8K (+$5.6K)

Filed 2026-10-16

Parallel Advisors, LLC

UNCHANGED

Shares240 from 240

Change0 (0%)

Value$46.7K (+$5.5K)

Filed 2026-11-03

Private Trust Co NA

INCREASED

Shares128 from 80

Change+48 (+60%)

Value$24.9K (+$11.2K)

Filed 2026-10-20

Sherman Asset Management, Inc.

DECREASED

Shares113 from 118

Change-5 (-4%)

Value$22.0K (+$1.7K)

Filed 2026-11-05

Bullock Wealth Management Group

UNCHANGED

Shares107 from 107

Change0 (0%)

Value$21.4K (+$2.4K)

Filed 2026-10-09

NBH Bank

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$17.5K (+$2.0K)

Filed 2026-11-05

Vision Financial Markets LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$15.4K (+$1.8K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares77 from 3

Change+74 (+2467%)

Value$15.0K (+$14.5K)

Filed 2026-10-08

Nemes Rush Group LLC

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$12.1K (+$1.4K)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

NEW

Shares54

Change+54

Value$10.4K

Filed 2026-10-30

US Bancorp \de\

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$10.1K (+$1.2K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares51 from 43

Change+8 (+19%)

Value$9.9K (+$2.5K)

Filed 2026-10-21

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$9.7K (+$1.1K)

Filed 2026-10-27

Triumph Capital Management

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$6.8K (+$796)

Filed 2026-10-14

Joseph Group Capital Management

NEW

Shares33

Change+33

Value$6.4K

Filed 2026-11-04

Lanark Financial, Inc.

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$6.2K (+$728)

Filed 2026-10-26

Rossby Financial, LCC

NEW

Shares30

Change+30

Value$5.8K

Filed 2026-11-05

Central Pacific Bank - Trust Division

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$2.1K (+$250)

Filed 2026-10-06

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.9K (+$227)

Filed 2026-10-26

Cullen T Bankers, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$1.2K (+$136)

Filed 2026-10-28

Golden State Wealth Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$389 (+$45)

Filed 2026-11-02

Ascentis Wealth Management, LLC

NEW

Shares1

Change+1

Value$194

Filed 2026-11-03

Blue Trust, Inc.

NEW

Shares1

Change+1

Value$216

Filed 2026-10-15

Vertex Investment Solutions Co., Ltd.

CLOSED

Shares0 from 1,800

Change-1,800 (-100%)

Value$0 (-$308.2K)

Filed 2026-10-19

AdvisorNet Financial, Inc

CLOSED

Shares0 from 464

Change-464 (-100%)

Value$0 (-$79.7K)

Filed 2026-10-15

Belvedere Trading LLC

CLOSED

Shares0 from 423

Change-423 (-100%)

Value$0 (-$72.7K)

Filed 2026-11-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 112

Change-112 (-100%)

Value$0 (-$19.8K)

Filed 2026-11-02

Copeland Capital Management, LLC

CLOSED

Shares0 from 95

Change-95 (-100%)

Value$0 (-$16.3K)

Filed 2026-10-13

Tucker Asset Management LLC

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$12.0K)

Filed 2026-10-29

Spire Wealth Management

CLOSED

Shares0 from 33

Change-33 (-100%)

Value$0 (-$5.7K)

Filed 2026-10-30

Morgan Stanley

N/A

Shares— from 272,871

Change-272,871 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 108,897

Change-108,897 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 74,426

Change-74,426 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 65,753

Change-65,753 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 57,257

Change-57,257 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 43,389

Change-43,389 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 42,363

Change-42,363 (-100%)

Value—

UBS Group AG

N/A

Shares— from 39,017

Change-39,017 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 27,245

Change-27,245 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 25,120

Change-25,120 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 20,844

Change-20,844 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 19,700

Change-19,700 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 14,618

Change-14,618 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 13,929

Change-13,929 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,766

Change-12,766 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 11,905

Change-11,905 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,388

Change-11,388 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 10,274

Change-10,274 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,112

Change-10,112 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,955

Change-8,955 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 5,760

Change-5,760 (-100%)

Value—

Harding Loevner LP

N/A

Shares— from 5,609

Change-5,609 (-100%)

Value—

Bawa N Mallick Trust

N/A

Shares— from 4,680

Change-4,680 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 4,353

Change-4,353 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,254

Change-4,254 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 4,125

Change-4,125 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 4,071

Change-4,071 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,063

Change-4,063 (-100%)

Value—

Amica Mutual Insurance Co

N/A

Shares— from 3,024

Change-3,024 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,927

Change-2,927 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,865

Change-2,865 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,824

Change-2,824 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 2,747

Change-2,747 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 2,575

Change-2,575 (-100%)

Value—

Disciplined Investors, L.L.C.

N/A

Shares— from 2,464

Change-2,464 (-100%)

Value—

EFG International AG

N/A

Shares— from 2,404

Change-2,404 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,279

Change-2,279 (-100%)

Value—

V2 Financial group LLC

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

Warner Financial, Inc

N/A

Shares— from 1,920

Change-1,920 (-100%)

Value—

MWA Asset Management

N/A

Shares— from 1,723

Change-1,723 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 1,705

Change-1,705 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 1,704

Change-1,704 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 1,640

Change-1,640 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 1,534

Change-1,534 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 1,318

Change-1,318 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,312

Change-1,312 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 1,287

Change-1,287 (-100%)

Value—

Stephens Inc

N/A

Shares— from 1,202

Change-1,202 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,126

Change-1,126 (-100%)

Value—

Lowe Brockenbrough & Co Inc

N/A

Shares— from 842

Change-842 (-100%)

Value—

FMR LLC

N/A

Shares— from 767

Change-767 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 673

Change-673 (-100%)

Value—

Ramirez Asset Management, Inc.

N/A

Shares— from 600

Change-600 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 592

Change-592 (-100%)

Value—

Natixis

N/A

Shares— from 390

Change-390 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 375

Change-375 (-100%)

Value—

Miller Capital Partners, Inc.

N/A

Shares— from 225

Change-225 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 208

Change-208 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 200

Change-200 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 177

Change-177 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 167

Change-167 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 161

Change-161 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

Blair William & Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 72

Change-72 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 65

Change-65 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 60

Change-60 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 0

Change0

Value—

	Status
McGuire Investment Group, LLC	INCREASED	67,272	66,496	+776	+1%	$11.4M	$13.1M	+$1.7M	2026-10-23
Fifth Third Securities, Inc.	DECREASED	28,167	30,962	-2,795	-9%	$5.3M	$5.5M	+$160.1K	2026-10-21
Congress Asset Management Co	NEW	20,100	—	+20,100	—	—	$20.1K	—	2026-10-06
Thrivent Financial for Lutherans	NEW	17,532	—	+17,532	—	—	$3.4K	—	2026-11-05
Essex LLC	INCREASED	16,010	14,537	+1,473	+10%	$2.5M	$3.1M	+$617.0K	2026-10-14
Performa Ltd (US), LLC	DECREASED	12,500	22,000	-9,500	-43%	$3.8M	$2.4M	-$1.3M	2026-11-05
Compass Financial Management LLC	INCREASED	10,687	3,441	+7,246	+211%	$664.8K	$2.1M	+$1.4M	2026-10-30
Nfsg Corp	DECREASED	6,548	6,727	-179	-3%	$1.2M	$1.3M	+$118.1K	2026-10-15
Arlington Financial Advisors, LLC	NEW	4,651	—	+4,651	—	—	$904.8K	—	2026-10-19
Kestra Advisory Services, LLC	INCREASED	4,440	4,265	+175	+4%	$732.7K	$863.8K	+$131.1K	2026-11-02
High Point Wealth Management, LLC	INCREASED	3,730	3,385	+345	+10%	$581.5K	$725.5K	+$144.1K	2026-11-05
Kaizen Financial Strategies	INCREASED	2,885	2,685	+200	+7%	$474.6K	$561.2K	+$86.6K	2026-10-09
Bank Julius Baer & Co. Ltd, Zurich	INCREASED	2,734	1,367	+1,367	+100%	$234.9K	$531.9K	+$297.0K	2026-10-29
Dale Q Rice Investment Management Ltd	DECREASED	2,709	2,717	-8	0%	$466.9K	$527.0K	+$60.1K	2026-10-09
Grant Private Wealth Management Inc	DECREASED	2,696	3,129	-433	-14%	$537.6K	$524.5K	-$13.1K	2026-10-19
Creative Planning	DECREASED	2,244	2,245	-1	0%	$385.6K	$436.5K	+$50.9K	2026-11-02
Kingswood Wealth Advisors, LLC	DECREASED	2,182	2,296	-114	-5%	$394.5K	$424.5K	+$30.0K	2026-10-23
Beacon Financial Advisory LLC	UNCHANGED	2,156	2,156	0	0%	$370.5K	$419.5K	+$49.0K	2026-10-16
NTV Asset Management LLC	DECREASED	2,123	2,523	-400	-16%	$433.5K	$413.0K	-$20.5K	2026-10-23
Greenspring Advisors, LLC	UNCHANGED	2,010	2,010	0	0%	$345.3K	$391.0K	+$45.7K	2026-11-05
Riverbridge Partners LLC	NEW	1,948	—	+1,948	—	—	$378.9K	—	2026-11-05
Almanack Investment Partners, Llc.	NEW	1,683	—	+1,683	—	—	$327.4K	—	2026-11-03
Lynx Investment Advisory	INCREASED	1,602	1,491	+111	+7%	$256.2K	$311.7K	+$55.5K	2026-10-27
Concord Wealth Partners	INCREASED	1,571	1,452	+119	+8%	$249.5K	$305.7K	+$56.2K	2026-11-02
Integrated Advisors Network LLC	INCREASED	1,553	1,421	+132	+9%	$244.1K	$302.1K	+$58.0K	2026-10-20
Concord Asset Management, LLC	INCREASED	1,549	1,452	+97	+7%	$249.5K	$301.4K	+$51.9K	2026-11-02
Sharper & Granite LLC	DECREASED	1,525	2,575	-1,050	-41%	$442.4K	$217.0K	-$225.4K	2026-11-02
Allspring Global Investments Holdings, LLC	NEW	1,380	—	+1,380	—	—	$275.4K	—	2026-11-04
Citigroup Inc	DECREASED	1,298	1,608	-310	-19%	$276.3K	$252.5K	-$23.8K	2026-11-04
Nautilus Advisors LLC	INCREASED	1,210	1,185	+25	+2%	$209.8K	$235.4K	+$25.6K	2026-10-07
Commonwealth Equity Services, LLC	NEW	1,144	—	+1,144	—	—	$222.6K	—	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	1,144	1,227	-83	-7%	$211.0K	$223	-$210.8K	2026-11-02
VestGen Advisors, LLC	DECREASED	1,074	3,101	-2,027	-65%	$532.8K	$208.9K	-$323.8K	2026-10-27
GGM Financial LLC	DECREASED	874	1,059	-185	-17%	$181.9K	$170.0K	-$11.9K	2026-11-05
WestEnd Advisors, LLC	NEW	809	—	+809	—	—	$157.5K	—	2026-10-27
TD Private Client Wealth LLC	UNCHANGED	776	776	0	0%	$133.3K	$151.0K	+$17.6K	2026-10-28
Fifth Third Bancorp	INCREASED	656	475	+181	+38%	$81.6K	$127.5K	+$46.0K	2026-11-05
Mondrian Investment Partners LTD	INCREASED	563	10	+553	+5530%	$1.8K	$113.1K	+$111.3K	2026-10-23
IFP Advisors, Inc	DECREASED	511	536	-25	-5%	$92.1K	$99.4K	+$7.3K	2026-10-16
Canton Hathaway, LLC	UNCHANGED	423	423	0	0%	$72.7K	$82.3K	+$9.6K	2026-10-23
Simplex Trading, LLC	INCREASED	305	156	+149	+96%	$26.8K	$59.3K	+$32.5K	2026-11-04
TD Waterhouse Canada Inc.	UNCHANGED	250	250	0	0%	$44.2K	$49.8K	+$5.6K	2026-10-16
Parallel Advisors, LLC	UNCHANGED	240	240	0	0%	$41.2K	$46.7K	+$5.5K	2026-11-03
Private Trust Co NA	INCREASED	128	80	+48	+60%	$13.7K	$24.9K	+$11.2K	2026-10-20
Sherman Asset Management, Inc.	DECREASED	113	118	-5	-4%	$20.3K	$22.0K	+$1.7K	2026-11-05
Bullock Wealth Management Group	UNCHANGED	107	107	0	0%	$18.9K	$21.4K	+$2.4K	2026-10-09
NBH Bank	UNCHANGED	90	90	0	0%	$15.5K	$17.5K	+$2.0K	2026-11-05
Vision Financial Markets LLC	UNCHANGED	78	78	0	0%	$13.6K	$15.4K	+$1.8K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	77	3	+74	+2467%	$515	$15.0K	+$14.5K	2026-10-08
Nemes Rush Group LLC	UNCHANGED	62	62	0	0%	$10.7K	$12.1K	+$1.4K	2026-11-04
Capital Investment Advisory Services, LLC	NEW	54	—	+54	—	—	$10.4K	—	2026-10-30
US Bancorp \de\	UNCHANGED	52	52	0	0%	$8.9K	$10.1K	+$1.2K	2026-11-05
Assetmark, Inc	INCREASED	51	43	+8	+19%	$7.4K	$9.9K	+$2.5K	2026-10-21
Cassaday & Co Wealth Management LLC	UNCHANGED	50	50	0	0%	$8.6K	$9.7K	+$1.1K	2026-10-27
Triumph Capital Management	UNCHANGED	35	35	0	0%	$6.0K	$6.8K	+$796	2026-10-14
Joseph Group Capital Management	NEW	33	—	+33	—	—	$6.4K	—	2026-11-04
Lanark Financial, Inc.	UNCHANGED	32	32	0	0%	$5.5K	$6.2K	+$728	2026-10-26
Rossby Financial, LCC	NEW	30	—	+30	—	—	$5.8K	—	2026-11-05
Central Pacific Bank - Trust Division	UNCHANGED	11	11	0	0%	$1.9K	$2.1K	+$250	2026-10-06
Glass Jacobson Investment Advisors llc	UNCHANGED	10	10	0	0%	$1.7K	$1.9K	+$227	2026-10-26
Cullen T Bankers, Inc.	UNCHANGED	6	6	0	0%	$1.0K	$1.2K	+$136	2026-10-28
Golden State Wealth Management, LLC	UNCHANGED	2	2	0	0%	$344	$389	+$45	2026-11-02
Ascentis Wealth Management, LLC	NEW	1	—	+1	—	—	$194	—	2026-11-03
Blue Trust, Inc.	NEW	1	—	+1	—	—	$216	—	2026-10-15
Vertex Investment Solutions Co., Ltd.	CLOSED	0	1,800	-1,800	-100%	$308.2K	$0	-$308.2K	2026-10-19
AdvisorNet Financial, Inc	CLOSED	0	464	-464	-100%	$79.7K	$0	-$79.7K	2026-10-15
Belvedere Trading LLC	CLOSED	0	423	-423	-100%	$72.7K	$0	-$72.7K	2026-11-05
International Assets Investment Management, LLC	CLOSED	0	112	-112	-100%	$19.8K	$0	-$19.8K	2026-11-02
Copeland Capital Management, LLC	CLOSED	0	95	-95	-100%	$16.3K	$0	-$16.3K	2026-10-13
Tucker Asset Management LLC	CLOSED	0	70	-70	-100%	$12.0K	$0	-$12.0K	2026-10-29
Spire Wealth Management	CLOSED	0	33	-33	-100%	$5.7K	$0	-$5.7K	2026-10-30
Morgan Stanley	N/A	—	272,871	-272,871	-100%	$46.9M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	108,897	-108,897	-100%	$18.7M	—	—	—
LPL Financial LLC	N/A	—	74,426	-74,426	-100%	$12.8M	—	—	—
Wells Fargo & Company	N/A	—	65,753	-65,753	-100%	$11.3M	—	—	—
Raymond James Financial Inc	N/A	—	57,257	-57,257	-100%	$9.8M	—	—	—
Bank of America Corp	N/A	—	43,389	-43,389	-100%	$7.5M	—	—	—
JPMorgan Chase & Co	N/A	—	42,363	-42,363	-100%	$7.2M	—	—	—
UBS Group AG	N/A	—	39,017	-39,017	-100%	$6.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	27,245	-27,245	-100%	$4.7M	—	—	—
Royal Bank of Canada	N/A	—	25,120	-25,120	-100%	$4.3M	—	—	—
IEQ Capital, LLC	N/A	—	20,844	-20,844	-100%	$3.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	19,700	-19,700	-100%	$3.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	14,618	-14,618	-100%	$2.5M	—	—	—
HighTower Advisors, LLC	N/A	—	13,929	-13,929	-100%	$2.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	12,766	-12,766	-100%	$2.2M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	11,905	-11,905	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	11,388	-11,388	-100%	$2.0M	—	—	—
Arax Advisory Partners	N/A	—	10,274	-10,274	-100%	$1.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	10,112	-10,112	-100%	$1.7M	—	—	—
MML Investors Services, LLC	N/A	—	8,955	-8,955	-100%	$1.5M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	8,000	-8,000	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	5,760	-5,760	-100%	$989.6K	—	—	—
Harding Loevner LP	N/A	—	5,609	-5,609	-100%	$1.0M	—	—	—
Bawa N Mallick Trust	N/A	—	4,680	-4,680	-100%	$804.1K	—	—	—
HRT Financial LP	N/A	—	4,353	-4,353	-100%	$747.0K	—	—	—
Cetera Investment Advisers	N/A	—	4,254	-4,254	-100%	$730.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	4,125	-4,125	-100%	$708.8K	—	—	—
Composition Wealth, LLC	N/A	—	4,071	-4,071	-100%	$699.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,063	-4,063	-100%	$698.1K	—	—	—
Amica Mutual Insurance Co	N/A	—	3,024	-3,024	-100%	$520.0K	—	—	—
Jane Street Group, LLC	N/A	—	2,927	-2,927	-100%	$502.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,865	-2,865	-100%	$492.2K	—	—	—
Ameriprise Financial Inc	N/A	—	2,824	-2,824	-100%	$485.2K	—	—	—
MAI Capital Management	N/A	—	2,747	-2,747	-100%	$472.0K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	2,575	-2,575	-100%	$442.2K	—	—	—
Disciplined Investors, L.L.C.	N/A	—	2,464	-2,464	-100%	$423.3K	—	—	—
EFG International AG	N/A	—	2,404	-2,404	-100%	$413.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,279	-2,279	-100%	$381.9K	—	—	—
V2 Financial group LLC	N/A	—	2,100	-2,100	-100%	$360.8K	—	—	—
Warner Financial, Inc	N/A	—	1,920	-1,920	-100%	$329.9K	—	—	—
MWA Asset Management	N/A	—	1,723	-1,723	-100%	$296.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	1,705	-1,705	-100%	$293.0K	—	—	—
Retirement Income Solutions, Inc	N/A	—	1,704	-1,704	-100%	$242.5K	—	—	—
GSA Capital Partners LLP	N/A	—	1,640	-1,640	-100%	$282.0K	—	—	—
Arkadios Wealth Advisors	N/A	—	1,534	-1,534	-100%	$263.6K	—	—	—
Focus Partners Wealth	N/A	—	1,318	-1,318	-100%	$226.4K	—	—	—
AQR Capital Management LLC	N/A	—	1,312	-1,312	-100%	$225.4K	—	—	—
BFC Planning, Inc.	N/A	—	1,300	-1,300	-100%	$223.4K	—	—	—
Level Four Advisory Services, LLC	N/A	—	1,287	-1,287	-100%	$221.1K	—	—	—
Stephens Inc	N/A	—	1,202	-1,202	-100%	$206.5K	—	—	—
BlackRock, Inc.	N/A	—	1,126	-1,126	-100%	$193.5K	—	—	—
Lowe Brockenbrough & Co Inc	N/A	—	842	-842	-100%	$144.7K	—	—	—
FMR LLC	N/A	—	767	-767	-100%	$131.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	673	-673	-100%	$115.6K	—	—	—
Ramirez Asset Management, Inc.	N/A	—	600	-600	-100%	$103.1K	—	—	—
Huntington National Bank	N/A	—	592	-592	-100%	$101.7K	—	—	—
Natixis	N/A	—	390	-390	-100%	$66.1K	—	—	—
Quantum Portfolio Management LLC	N/A	—	375	-375	-100%	$64.4K	—	—	—
Miller Capital Partners, Inc.	N/A	—	225	-225	-100%	$38.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	208	-208	-100%	$35.7K	—	—	—
National Bank of Canada	N/A	—	200	-200	-100%	$34.3K	—	—	—
Whittier Trust Co	N/A	—	177	-177	-100%	$31.8K	—	—	—
Lazard Asset Management LLC	N/A	—	167	-167	-100%	$28.6K	—	—	—
Regatta Research & Money Management	N/A	—	161	-161	-100%	$27.7K	—	—	—
Tidemark, LLC	N/A	—	120	-120	-100%	$20.6K	—	—	—
Blair William & Co	N/A	—	100	-100	-100%	$17.2K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	100	-100	-100%	$17.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	100	-100	-100%	$17.2K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	72	-72	-100%	$12.4K	—	—	—
Victory Capital Management Inc	N/A	—	65	-65	-100%	$11.2K	—	—	—
Bank of Montreal	N/A	—	60	-60	-100%	$10.3K	—	—	—
Bogart Wealth, LLC	N/A	—	55	-55	-100%	$9.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	25	-25	-100%	$4.3K	—	—	—
CVA Family Office, LLC	N/A	—	10	-10	-100%	$1.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	0	0	—	$115	—	—	—

Showing 146 of 146 institutions