IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Blackstone SR Loan ETF (SRLN)

CUSIP: 78467V608 | NYSE | 1489 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Ocean Park Asset Management, LLC3,971,500
9.7% of portfolio›$160.4M
Diversify Wealth Management, LLC2,300,208
1.4% of portfolio›$92.3M
Diversify Advisory Services, LLC2,300,208
1.4% of portfolio›$92.3M
Asset Allocation & Management Company, LLC794,167
0.2% of portfolio›$32.1K
Thrivent Financial for Lutherans790,481
0.0% of portfolio›$31.8K
ARS Wealth Advisors Group, LLC648,019
1.9% of portfolio›$26.2M
Conning Inc.641,275
0.8% of portfolio›$25.9M
Donoghue Forlines LLC560,390
5.7% of portfolio›$22.6M
Creative Planning542,592
0.0% of portfolio›$21.9M
Cambridge Investment Research Advisors, Inc.493,135
0.0% of portfolio›$19.9K
Twelve Points Wealth Management LLC425,633
3.2% of portfolio›$17.1M
Secure Asset Management, LLC420,511
2.3% of portfolio›$17.0M
Fortem Financial Group, LLC379,113
3.1% of portfolio›$15.3M
Catalyst Capital Advisors LLC374,591
0.2% of portfolio›$15.1M
MRA Advisory Group372,258
5.6% of portfolio›$15.0M
Ninety One UK Ltd359,410
0.0% of portfolio›$14.5M
Assetmark, Inc332,552
0.0% of portfolio›$13.4M
Calamos Advisors LLC316,100
0.0% of portfolio›$12.8M
Stablepoint Partners, LLC293,938
1.6% of portfolio›$11.9M
Kestra Private Wealth Services, LLC287,299
0.1% of portfolio›$11.6M
Country Trust Bank285,418
0.2% of portfolio›$11.5M
Fragasso Financial Advisors Inc276,450
0.6% of portfolio›$11.1M
Horizon Financial Services, LLC258,164
3.9% of portfolio›$10.4M
KMG Fiduciary Partners, LLC255,763
1.0% of portfolio›$10.3M
Independent Financial Group, LLC245,642
0.2% of portfolio›$9.9M
Valtinson Bruner Financial Planning LLC225,970
2.3% of portfolio›$9.1M
Hennion & Walsh Asset Management, Inc.224,312
0.3% of portfolio›$9.1M
Summit Global Investments211,860
0.0% of portfolio›$8.6K
Matthew Goff Investment Advisor, LLC209,661
1.3% of portfolio›$8.5M
Zega Investments, LLC188,627
0.8% of portfolio›$7.6M
Commonwealth Equity Services, LLC179,345
0.0% of portfolio›$7.2M
Plan Group Financial, LLC176,280
1.4% of portfolio›$7.0M
Clear Creek Financial Management, LLC168,101
0.5% of portfolio›$6.8M
Bank of New York Mellon Corp165,561
0.0% of portfolio›$6.7M
Moulton Wealth Management, Inc164,332
4.5% of portfolio›$6.6M
Simplicity Wealth,LLC160,004
0.2% of portfolio›$6.5M
Live Oak Investment Partners158,876
3.5% of portfolio›$6.4M
Blueline Advisors LLC151,626
4.3% of portfolio›$6.1M
Wedbush Securities Inc147,618
0.0% of portfolio›$6.0K
Vertrix Wealth Management, LLC146,657
2.0% of portfolio›$5.9M
Oppenheimer & Co Inc144,296
0.1% of portfolio›$5.8M
Rainey & Randall Wealth Advisors Inc.140,663
0.8% of portfolio›$5.7M
Aspire Private Capital, LLC140,179
1.2% of portfolio›$5.7M
Prudent Man Advisors, LLC135,750
1.3% of portfolio›$5.5M
Windsor Capital Management, LLC129,608
1.3% of portfolio›$5.2M
Americana Partners, LLC129,352
0.1% of portfolio›$5.2M
Liberty Atlantic Advisors LLC119,681
3.1% of portfolio›$4.8M
Courier Capital LLC112,658
0.2% of portfolio›$4.6M
Park Avenue Securities LLC112,254
0.0% of portfolio›$4.5K
Sage Advisory Services, Ltd.Co.99,045
2.2% of portfolio›$4.0M
Creative Financial Designs Inc94,191
0.2% of portfolio›$3.8M
S&A Financial Services, Inc.89,899
2.2% of portfolio›$3.6M
Nilsine Partners, LLC88,795
0.2% of portfolio›$3.6M
Curated Wealth Partners LLC88,167
0.3% of portfolio›$3.6M
Prospera Financial Services Inc81,418
0.0% of portfolio›$3.3M
Adell Harriman & Carpenter Inc79,798
0.2% of portfolio›$3.2M
Cadent Capital Advisors, LLC78,135
0.7% of portfolio›$3.2M
OpenArc Corporate Advisory, LLC77,511
0.0% of portfolio›$3.1M
Romano Brothers and Company74,510
0.3% of portfolio›$3.0M
Ascentis Independent Advisors72,159
0.2% of portfolio›$2.9M
Integrated Advisors Network LLC69,495
0.1% of portfolio›$2.8M
Friedenthal Financial67,228
1.2% of portfolio›$2.7M
Heritage Wealth Management, Inc.66,485
0.9% of portfolio›$2.7M
J.Safra Asset Management Corp66,171
0.1% of portfolio›$2.7M
Strategic Blueprint, LLC65,814
0.1% of portfolio›$2.7M
Raleigh Capital Management Inc.65,428
0.8% of portfolio›$2.6M
Albion Financial Group62,285
0.1% of portfolio›$2.5M
AXS Investments LLC61,258
0.2% of portfolio›$2.5M
Elevation Point Wealth Partners, LLC59,527
0.0% of portfolio›$2.4M
Landmark Wealth Management, Inc.57,856
0.8% of portfolio›$2.3M
Aspetuck Financial Management LLC57,322
1.5% of portfolio›$2.3M
Apella Capital, LLC57,247
0.0% of portfolio›$2.3M
Sumitomo Mitsui Trust Group, Inc.56,087
0.0% of portfolio›$2.3M
International Assets Investment Management, LLC53,427
0.1% of portfolio›$2.1M
Concurrent Investment Advisors, LLC52,803
0.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC52,354
0.0% of portfolio›$2.1M
Nottingham Advisors, Inc.51,277
0.3% of portfolio›$2.1M
TradeWell Securities, Llc.49,730
0.7% of portfolio›$2.0M
Hibernia Wealth Partners, LLC48,960
1.0% of portfolio›$2.0M
Sagace Wealth Management LLC46,422
1.2% of portfolio›$1.9M
Sigma Planning Corp45,999
0.0% of portfolio›$1.9M
Farther Finance Advisors, LLC45,816
0.0% of portfolio›$1.9M
Brookstone Capital Management45,405
0.0% of portfolio›$1.8M
City Center Advisors, LLC43,137
1.3% of portfolio›$1.7M
Sovran Advisors, LLC42,256
0.1% of portfolio›$1.7M
Signal Advisors Wealth, LLC41,167
0.1% of portfolio›$1.7M
Kestra Advisory Services, LLC39,927
0.0% of portfolio›$1.6M
Central Trust Co39,540
0.0% of portfolio›$1.6M
Investors Research Corp38,762
0.3% of portfolio›$1.6M
Capital Investment Advisors, LLC38,452
0.0% of portfolio›$1.6M
Great Waters Wealth Management38,410
0.1% of portfolio›$1.6M
Partners Wealth Management, LLC34,583
0.1% of portfolio›$1.4M
Black Diamond Financial, LLC33,650
0.1% of portfolio›$1.4M
Fifth Third Bancorp33,567
0.0% of portfolio›$1.4M
Capstone Wealth Management Group, Inc.32,715
0.8% of portfolio›$1.3M
RFG Advisory, LLC32,318
0.0% of portfolio›$1.3M
Perigon Wealth Management, LLC31,885
0.0% of portfolio›$1.3M
Curtis Advisory Group, LLC31,529
0.2% of portfolio›$1.3M
North Forty Two & Co.30,982
1.0% of portfolio›$1.3M
Shum Financial Group, Inc.30,585
0.7% of portfolio›$1.2M
Grimes & Co Wealth Management, LLC29,439
0.0% of portfolio›$1.2M
D.A. Davidson & Co.28,838
0.0% of portfolio›$1.2M
Csenge Advisory Group28,433
0.0% of portfolio›$1.1M
Aegon USA Investment Management, LLC26,300
0.8% of portfolio›$1.1M
Ascent Group, LLC25,970
0.0% of portfolio›$1.0M
Concord Wealth Partners25,800
0.1% of portfolio›$1.0M
Stableford Capital II LLC25,530
0.4% of portfolio›$1.0M
Valeo Financial Advisors, LLC25,072
0.0% of portfolio›$1.0M
Lanark Financial, Inc.24,962
0.1% of portfolio›$1.0M
Lido Advisors, LLC24,846
0.0% of portfolio›$1.0M
Truist Financial Corp24,364
0.0% of portfolio›$984.1K
Joel Isaacson & Co., LLC23,164
0.0% of portfolio›$935.6K
Richardson Financial Services Inc.22,851
0.5% of portfolio›$923.0K
Tactive Advisors, LLC22,769
0.2% of portfolio›$919.6K
Opulen Financial Group LLC21,711
0.5% of portfolio›$876.9K
Naples Global Advisors, LLC21,055
0.1% of portfolio›$850.4K
Flagstar Securities, Inc20,757
0.3% of portfolio›$838.4K
Virtue Capital Management, LLC19,536
0.1% of portfolio›$789.1K
First City Capital Management, Inc.18,975
0.4% of portfolio›$766.4K
WealthPoint Financial, LLC18,473
0.5% of portfolio›$746.1K
Parallel Advisors, LLC17,104
0.0% of portfolio›$690.8K
Legacy Wealth Partners, LLC17,000
0.1% of portfolio›$686.6K
Lockerman Financial Group, Inc.16,904
1.0% of portfolio›$682.7K
SBI Securities Co., Ltd.16,811
0.0% of portfolio›$679.0K
Spire Wealth Management16,176
0.0% of portfolio›$653.3K
Koshinski Asset Management, Inc.16,142
0.0% of portfolio›$652.0K
21 West Wealth Management LLC15,977
0.6% of portfolio›$645.3K
Florin Court Capital LLP15,100
0.6% of portfolio›$609.9K
International Private Wealth Advisors LLC14,743
0.2% of portfolio›$595.5K
Atria Investments, Inc14,159
0.0% of portfolio›$571.9K
Primoris Wealth Advisors, LLC13,840
0.3% of portfolio›$559.0K
Quartz Partners, LLC13,395
0.2% of portfolio›$541.0K
Blake Schutter Theil Wealth Advisors, LLC12,937
0.4% of portfolio›$522.5K
Value Investment Professionals, LLC12,603
0.4% of portfolio›$509.0K
BlueChip Wealth Advisors LLC12,200
0.2% of portfolio›$492.8K
Compound Planning, Inc.11,971
0.0% of portfolio›$483.5K
South Shore Capital Advisors11,672
0.3% of portfolio›$471.4K
Dynamic Advisor Solutions LLC11,541
0.0% of portfolio›$466.2K
Refined Wealth Management11,289
0.3% of portfolio›$455.9K
PFG Advisors11,282
0.0% of portfolio›$455.7K
J.W. Cole Advisors, Inc.11,174
0.0% of portfolio›$451.3K
Aletheian Wealth Advisors LLC11,117
0.2% of portfolio›$449.0K
Investment Planning Advisors, Inc.11,110
0.1% of portfolio›$448.7K
Advisory Solutions Group, LLC11,104
0.1% of portfolio›$448.5K
Concord Asset Management, LLC11,032
0.1% of portfolio›$445.6K
NTV Asset Management LLC10,950
0.0% of portfolio›$442.3K
Armstrong Advisory Group, Inc10,853
0.0% of portfolio›$438.4K
Optima Capital LLC10,800
0.2% of portfolio›$436.2K
B. Riley Wealth Advisors, Inc.10,779
0.0% of portfolio›$435.4K
Thryve Wealth Management LLC10,756
0.2% of portfolio›$434.4K
Shepherd Financial Partners LLC10,675
0.0% of portfolio›$431.2K
Axxcess Wealth Management, LLC10,637
0.0% of portfolio›$429.6K
Crestwood Advisors Group, LLC10,244
0.0% of portfolio›$413.8K
Cullen T Bankers, Inc.9,930
0.0% of portfolio›$401.1K
Endowment Wealth Management, Inc.9,763
0.1% of portfolio›$394.3K
Royal Fund Management, LLC9,738
0.0% of portfolio›$393.3K
Wealth Effects LLC9,700
0.1% of portfolio›$391.8K
Huntleigh Advisors, Inc.9,449
0.1% of portfolio›$381.6K
Walser Wealth Management Company, A Ltd Liability Co9,177
0.1% of portfolio›$370.7K
Planned Solutions, Inc.9,129
0.1% of portfolio›$368.7K
Balefire, LLC9,086
0.1% of portfolio›$367.0K
CGN Advisors LLC9,021
0.0% of portfolio›$364.4K
Wavvest Wealth LLC8,952
0.3% of portfolio›$361.6K
Auour Investments LLC8,706
0.1% of portfolio›$351.6K
Chicago Partners Investment Group LLC8,622
0.0% of portfolio›$343.1K
Stronghold Wealth Management L.L.C.8,488
0.5% of portfolio›$342.8K
Citigroup Inc8,224
0.0% of portfolio›$332.2K
Worth Financial Advisory Group, LLC8,065
0.1% of portfolio›$325.7K
Verus Capital Partners, LLC7,939
0.0% of portfolio›$320.6K
B.A. Schrock Wealth Management, Inc.7,757
0.1% of portfolio›$311.7K
Parsons Capital Management Inc7,671
0.0% of portfolio›$309.8K
Kingswood Wealth Advisors, LLC7,493
0.0% of portfolio›$302.6K
Brown, Lisle Ings, Inc.7,426
0.1% of portfolio›$299.9K
Wetzel Investment Advisors, Inc.7,324
0.1% of portfolio›$295.8K
Sowell Financial Services LLC7,307
0.0% of portfolio›$295.1K
HB Wealth Management, LLC7,286
0.0% of portfolio›$294.3K
Midwest Trust Co7,286
0.0% of portfolio›$294.3K
Outlook Wealth Advisors, LLC7,199
0.1% of portfolio›$290.8K
Diversified Enterprises, LLC7,074
0.0% of portfolio›$285.7K
Accel Wealth Management6,977
0.1% of portfolio›$281.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,902
0.0% of portfolio›$278.8K
Capital Advisors Wealth Management, LLC6,890
0.0% of portfolio›$278.3K
Rooted Wealth Advisors, Inc.6,837
0.1% of portfolio›$275.5K
Transce3nd, LLC6,716
0.3% of portfolio›$268.2K
Wealthcare Advisory Partners LLC6,667
0.0% of portfolio›$269.3K
Balboa Wealth Partners6,581
0.0% of portfolio›$265.8K
Elco Management Co., LLC6,500
0.1% of portfolio›$262.5K
M Holdings Securities, Inc.6,245
0.0% of portfolio›$249
Sterling Investment Counsel, LLC6,166
0.1% of portfolio›$249.0K
Mirador Capital Partners LP6,155
0.0% of portfolio›$248.6K
Private Trust Co NA6,150
0.0% of portfolio›$248.4K
Nordwand Advisors, LLC6,127
0.0% of portfolio›$247.5K
RFG Holdings, Inc.5,996
0.1% of portfolio›$242.2K
MGO One Seven LLC5,763
0.0% of portfolio›$232.8K
Global Financial Private Client, LLC5,493
0.1% of portfolio›$221.9K
IFP Advisors, Inc5,413
0.0% of portfolio›$218.6K
Apollon Wealth Management, LLC5,405
0.0% of portfolio›$218.3K
J2 Capital Management Inc5,374
0.1% of portfolio›$217.1K
Bailard, Inc.5,166
0.0% of portfolio›$208.7K
USAdvisors Wealth Management, LLC5,126
0.0% of portfolio›$207
Patten Group, Inc.5,110
0.0% of portfolio›$206.4K
Reicon Wealth Advisors, LLC5,104
0.1% of portfolio›$206.2K
Mlp3, LLC5,000
0.2% of portfolio›$202.0K
Yankcom Partnership2,936
0.0% of portfolio›$118.6K
TD Waterhouse Canada Inc.2,797
0.0% of portfolio›$112.4K
Wilmington Savings Fund Society, FSB2,586
0.0% of portfolio›$104.4K
EverSource Wealth Advisors, LLC2,254
0.0% of portfolio›$91.0K
Jacobi Capital Management LLC1,863
0.0% of portfolio›$75.3K
Triumph Capital Management1,733
0.0% of portfolio›$70.0K
Trust Co of Vermont1,412
0.0% of portfolio›$57.0K
CX Institutional1,251
0.0% of portfolio›$51
Beacon Financial Strategies Corp1,004
0.0% of portfolio›$40.6K
PFS Partners, LLC874
0.0% of portfolio›$35.3K
Rakuten Securities, Inc.832
0.0% of portfolio›$33.6K
Essential Investment Partners LLC720
0.0% of portfolio›$29.1K
MJT & Associates Financial Advisory Group, Inc.703
0.0% of portfolio›$28.4K
Elevation Wealth Partners, LLC680
0.0% of portfolio›$27.5K
Buck Wealth Strategies, LLC675
0.0% of portfolio›$27.3K
Mather Group, Llc.480
0.0% of portfolio›$19.4K
Eastern Bank395
0.0% of portfolio›$16.0K
Pinnacle Wealth Planning Services, Inc.365
0.0% of portfolio›$14.7K
Cape Investment Advisory, Inc.306
0.0% of portfolio›$12.4K
Center for Financial Planning, Inc.250
0.0% of portfolio›$10.1K
City Holding Co200
0.0% of portfolio›$8.1K
NBH Bank161
0.0% of portfolio›$6.5K
Lloyd Advisory Services, Llc.154
0.0% of portfolio›$6.2K
Southern Michigan Bank & Trust153
0.0% of portfolio›$6.2K
Dhjj Financial Advisors, Ltd.133
0.0% of portfolio›$5.4K
CoreCap Advisors, LLC120
0.0% of portfolio›$4.9K
Signature Equity Partners, LLC115
0.0% of portfolio›$4.6K
Compass Financial Management LLC101
0.0% of portfolio›$4.1K
Rossby Financial, LCC89
0.0% of portfolio›$3.6K
Hughes Financial Services, LLC88
0.0% of portfolio›$3.5K
Kingdom Financial Group Llc.79
0.0% of portfolio›$3.2K
Capital Advisors, Ltd. LLC75
0.0% of portfolio›$3
Reap Financial Group, LLC70
0.0% of portfolio›$2.8K
Covestor Ltd69
0.0% of portfolio›$3
Evolution Wealth Management Inc.67
0.0% of portfolio›$2.7K
Wilkerson Advisory Group LLC59
0.0% of portfolio›$2.4K
Signaturefd, LLC55
0.0% of portfolio›$2.2K
Quest 10 Wealth Builders, Inc.48
0.0% of portfolio›$1.9K
Provenance Wealth Advisors, LLC39
0.0% of portfolio›$1.6K
Markowski Investments32
0.0% of portfolio›$1.3K
JFS Wealth Advisors, LLC22
0.0% of portfolio›$889
Fairman Group, LLC12
0.0% of portfolio›$485
Key Capital Management, Inc8
0.0% of portfolio›$323
Networth Advisors, LLC6
0.0% of portfolio›$242
WPG Advisers, LLC5
0.0% of portfolio›$202
Lodestone Wealth Management LLC2
0.0% of portfolio›$81
Root Financial Partners, LLC1
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Ocean Park Asset Management, LLC
3,971,500$160.4M9.7%ETFLowSanta Monica, CA2026-10-21
Diversify Wealth Management, LLC
2,300,208$92.3M1.4%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,300,208$92.3M1.4%GrowthLowSandy, UT2026-10-20
Asset Allocation & Management Company, LLC
794,167$32.1K0.2%ETFLowChicago, IL2026-10-13
Thrivent Financial for Lutherans
790,481$31.8K0.0%GARPMediumMinneapolis, MN2026-11-05
ARS Wealth Advisors Group, LLC
648,019$26.2M1.9%CoreLowSt. Petersburg, FL2026-10-16
Conning Inc.
641,275$25.9M0.8%CoreMediumHartford, CT2026-10-27
Donoghue Forlines LLC
560,390$22.6M5.7%CoreVery HighBoston, MA2026-11-02
Creative Planning
542,592$21.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
493,135$19.9K0.0%ETFLowFairfield, IA2026-11-02
Twelve Points Wealth Management LLC
425,633$17.1M3.2%ETFMediumConcord, MA2026-11-03
Secure Asset Management, LLC
420,511$17.0M2.3%GrowthMediumTroy, MI2026-10-19
Fortem Financial Group, LLC
379,113$15.3M3.1%GrowthLowPalm Desert, CA2026-10-20
Catalyst Capital Advisors LLC
374,591$15.1M0.2%ETFVery LowSan Juan, PR2026-11-02
MRA Advisory Group
372,258$15.0M5.6%ETFMediumParsippany, NJ2026-10-07
Ninety One UK Ltd
359,410$14.5M0.0%CoreMediumLondon, United Kingdom2026-10-15
Assetmark, Inc
332,552$13.4M0.0%ETFLowConcord, CA2026-10-21
Calamos Advisors LLC
316,100$12.8M0.0%GrowthMediumNaperville, IL2026-11-02
Stablepoint Partners, LLC
293,938$11.9M1.6%CoreLowBraintree, MA2026-11-03
Kestra Private Wealth Services, LLC
287,299$11.6M0.1%GrowthLowAustin, TX2026-10-30
Country Trust Bank
285,418$11.5M0.2%GrowthLowBloomington, IL2026-10-30
Fragasso Financial Advisors Inc
276,450$11.1M0.6%ETFLowSewickley, PA2026-10-13
Horizon Financial Services, LLC
258,164$10.4M3.9%ETFLowWinston Salem, NC2026-11-04
KMG Fiduciary Partners, LLC
255,763$10.3M1.0%GrowthLowToledo, OH2026-10-14
Independent Financial Group, LLC
245,642$9.9M0.2%GrowthLowSan Diego, CA2026-10-13
Valtinson Bruner Financial Planning LLC
225,970$9.1M2.3%ETFLowNew Brighton, MN2026-11-02
Hennion & Walsh Asset Management, Inc.
224,312$9.1M0.3%ValueMediumParsippany, NJ2026-10-13
Summit Global Investments
211,860$8.6K0.0%CoreMediumBountiful, UT2026-10-28
Matthew Goff Investment Advisor, LLC
209,661$8.5M1.3%CoreMediumHouston, TX2026-10-13
Zega Investments, LLC
188,627$7.6M0.8%GrowthMediumPalm Beach Gardens, FL2026-11-04
Commonwealth Equity Services, LLC
179,345$7.2M0.0%ETFLowWaltham, MA2026-11-02
Plan Group Financial, LLC
176,280$7.0M1.4%ETFMediumOklahoma City, OK2026-10-22
Clear Creek Financial Management, LLC
168,101$6.8M0.5%ETFMediumSilverdale, WA2026-10-28
Bank of New York Mellon Corp
165,561$6.7M0.0%CoreLowNew York, NY2026-11-05
Moulton Wealth Management, Inc
164,332$6.6M4.5%ETFVery HighSpokane, WA2026-10-13
Simplicity Wealth,LLC
160,004$6.5M0.2%ETFLowSummit, NJ2026-10-23
Live Oak Investment Partners
158,876$6.4M3.5%ETFMediumAustin, TX2026-10-23
Blueline Advisors LLC
151,626$6.1M4.3%ETFLowExeter, NH2026-10-15
Wedbush Securities Inc
147,618$6.0K0.0%CoreLowPasadena, CA2026-10-22
Vertrix Wealth Management, LLC
146,657$5.9M2.0%CoreMediumTroy, MI2026-10-13
Oppenheimer & Co Inc
144,296$5.8M0.1%CoreLowNew York, NY2026-10-26
Rainey & Randall Wealth Advisors Inc.
140,663$5.7M0.8%ETFVery LowCelebration, FL2026-10-26
Aspire Private Capital, LLC
140,179$5.7M1.2%ETFMediumCornelius, NC2026-11-05
Prudent Man Advisors, LLC
135,750$5.5M1.3%GrowthLowNaperville, IL2026-11-03
Windsor Capital Management, LLC
129,608$5.2M1.3%ETFVery LowPhoenix, AZ2026-10-13
Americana Partners, LLC
129,352$5.2M0.1%CoreMediumHouston, TX2026-10-28
Liberty Atlantic Advisors LLC
119,681$4.8M3.1%ETFLowOlympia, WA2026-10-14
Courier Capital LLC
112,658$4.6M0.2%ETFLowBuffalo, NY2026-10-19
Park Avenue Securities LLC
112,254$4.5K0.0%ETFMediumNew York, NY2026-10-26
Sage Advisory Services, Ltd.Co.
99,045$4.0M2.2%ETFMediumAustin, TX2026-10-29
Creative Financial Designs Inc
94,191$3.8M0.2%ETFMediumKokomo, IN2026-11-04
S&A Financial Services, Inc.
89,899$3.6M2.2%ETFN/AOverland Park, KS2026-11-03
Nilsine Partners, LLC
88,795$3.6M0.2%CoreMediumGreenwood Village, CO2026-11-02
Curated Wealth Partners LLC
88,167$3.6M0.3%GARPLowEl Segundo, CA2026-10-15
Prospera Financial Services Inc
81,418$3.3M0.0%CoreMediumDallas, TX2026-11-04
Adell Harriman & Carpenter Inc
79,798$3.2M0.2%GrowthVery LowHouston, TX2026-11-02
Cadent Capital Advisors, LLC
78,135$3.2M0.7%ETFHighTulsa, OK2026-10-09
OpenArc Corporate Advisory, LLC
77,511$3.1M0.0%GrowthLowAtlanta, GA2026-10-21
Romano Brothers and Company
74,510$3.0M0.3%CoreLowEvanston, IL2026-10-22
Ascentis Independent Advisors
72,159$2.9M0.2%ETFLowDallas, TX2026-11-03
Integrated Advisors Network LLC
69,495$2.8M0.1%GrowthMediumDallas, TX2026-10-20
Friedenthal Financial
67,228$2.7M1.2%ETFHighMarlton, NJ2026-10-27
Heritage Wealth Management, Inc.
66,485$2.7M0.9%ETFLowSan Diego, CA2026-10-27
J.Safra Asset Management Corp
66,171$2.7M0.1%ETFLowNew York, NY2026-11-03
Strategic Blueprint, LLC
65,814$2.7M0.1%ETFLowAtlanta, GA2026-10-22
Raleigh Capital Management Inc.
65,428$2.6M0.8%CoreMediumCary, NC2026-10-28
Albion Financial Group
62,285$2.5M0.1%GrowthLowSalt Lake City, UT2026-10-21
AXS Investments LLC
61,258$2.5M0.2%GrowthMediumPort Chester, NY2026-11-04
Elevation Point Wealth Partners, LLC
59,527$2.4M0.0%CoreHighDenver, CO2026-11-05
Landmark Wealth Management, Inc.
57,856$2.3M0.8%ETFLowNormal, IL2026-11-04
Aspetuck Financial Management LLC
57,322$2.3M1.5%GrowthVery LowWestport, CT2026-11-04
Apella Capital, LLC
57,247$2.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Sumitomo Mitsui Trust Group, Inc.
56,087$2.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
International Assets Investment Management, LLC
53,427$2.1M0.1%CoreVery HighOrlando, FL2026-11-02
Concurrent Investment Advisors, LLC
52,803$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
52,354$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Nottingham Advisors, Inc.
51,277$2.1M0.3%ETFLowAmherst, NY2026-10-29
TradeWell Securities, Llc.
49,730$2.0M0.7%GrowthVery LowFort Wayne, IN2026-10-21
Hibernia Wealth Partners, LLC
48,960$2.0M1.0%ETFVery LowBaton Rouge, LA2026-10-29
Sagace Wealth Management LLC
46,422$1.9M1.2%ETFLowSt. Petersburg, FL2026-10-28
Sigma Planning Corp
45,999$1.9M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Farther Finance Advisors, LLC
45,816$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
Brookstone Capital Management
45,405$1.8M0.0%ETFMediumWheaton, IL2026-10-22
City Center Advisors, LLC
43,137$1.7M1.3%ETFMediumTroy, MI2026-10-08
Sovran Advisors, LLC
42,256$1.7M0.1%ETFMediumSan Diego, CA2026-11-02
Signal Advisors Wealth, LLC
41,167$1.7M0.1%ETFLowDetroit, MI2026-10-13
Kestra Advisory Services, LLC
39,927$1.6M0.0%CoreLowAustin, TX2026-11-02
Central Trust Co
39,540$1.6M0.0%CoreLowJefferson City, MO2026-11-05
Investors Research Corp
38,762$1.6M0.3%ETFLowAtlanta, GA2026-10-07
Capital Investment Advisors, LLC
38,452$1.6M0.0%CoreLowAtlanta, GA2026-10-22
Great Waters Wealth Management
38,410$1.6M0.1%ETFVery LowShoreview, MN2026-10-07
Partners Wealth Management, LLC
34,583$1.4M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Black Diamond Financial, LLC
33,650$1.4M0.1%ETFVery LowTowson, MD2026-10-26
Fifth Third Bancorp
33,567$1.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Capstone Wealth Management Group, Inc.
32,715$1.3M0.8%GrowthN/ABend, OR2026-10-19
RFG Advisory, LLC
32,318$1.3M0.0%ETFMediumBirmingham, AL2026-11-03
Perigon Wealth Management, LLC
31,885$1.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Curtis Advisory Group, LLC
31,529$1.3M0.2%ETFLowSanta Barbara, CA2026-10-28
North Forty Two & Co.
30,982$1.3M1.0%ETFVery LowLake Oswego, OR2026-10-19
Shum Financial Group, Inc.
30,585$1.2M0.7%GrowthVery LowAlameda, CA2026-10-13
Grimes & Co Wealth Management, LLC
29,439$1.2M0.0%CoreLowWestborough, MA2026-10-29
D.A. Davidson & Co.
28,838$1.2M0.0%CoreLowGreat Falls, MT2026-10-28
Csenge Advisory Group
28,433$1.1M0.0%ETFMediumClearwater, FL2026-11-04
Aegon USA Investment Management, LLC
26,300$1.1M0.8%ETFVery LowCedar Rapids, IA2026-10-30
Ascent Group, LLC
25,970$1.0M0.0%CoreLowVirginia Beach, VA2026-10-30
Concord Wealth Partners
25,800$1.0M0.1%GrowthLowAbingdon, VA2026-11-02
Stableford Capital II LLC
25,530$1.0M0.4%CoreHighScottsdale, AZ2026-10-09
Valeo Financial Advisors, LLC
25,072$1.0M0.0%ETFLowCarmel, IN2026-10-08
Lanark Financial, Inc.
24,962$1.0M0.1%CoreMediumBirmingham, AL2026-10-26
Lido Advisors, LLC
24,846$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Truist Financial Corp
24,364$984.1K0.0%CoreLowCharlotte, NC2026-10-30
Joel Isaacson & Co., LLC
23,164$935.6K0.0%ETFVery LowNew York, NY2026-11-05
Richardson Financial Services Inc.
22,851$923.0K0.5%GrowthMediumMedway, MA2026-10-30
Tactive Advisors, LLC
22,769$919.6K0.2%ETFHighJacksonville, FL2026-10-08
Opulen Financial Group LLC
21,711$876.9K0.5%ETFVery LowArlington, VA2026-10-22
Naples Global Advisors, LLC
21,055$850.4K0.1%CoreVery LowNaples, FL2026-11-05
Flagstar Securities, Inc
20,757$838.4K0.3%ETFVery LowNew York, NY2026-10-15
Virtue Capital Management, LLC
19,536$789.1K0.1%GrowthHighBrentwood, TN2026-10-29
First City Capital Management, Inc.
18,975$766.4K0.4%CoreLowSavannah, GA2026-10-27
WealthPoint Financial, LLC
18,473$746.1K0.5%ETFMediumCramerton, NC2026-11-03
Parallel Advisors, LLC
17,104$690.8K0.0%IndexLowSan Francisco, CA2026-11-03
Legacy Wealth Partners, LLC
17,000$686.6K0.1%ETFHighLakewood, CO2026-10-15
Lockerman Financial Group, Inc.
16,904$682.7K1.0%ETFMediumNewport Beach, CA2026-10-19
SBI Securities Co., Ltd.
16,811$679.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Spire Wealth Management
16,176$653.3K0.0%GrowthMediumMclean, VA2026-10-30
Koshinski Asset Management, Inc.
16,142$652.0K0.0%ETFLowDecatur, IL2026-10-29
21 West Wealth Management LLC
15,977$645.3K0.6%ETFLowTustin, CA2026-10-13
Florin Court Capital LLP
15,100$609.9K0.6%ETFVery LowLondon, United Kingdom2026-11-02
International Private Wealth Advisors LLC
14,743$595.5K0.2%CoreMediumSan Diego, CA2026-11-05
Atria Investments, Inc
14,159$571.9K0.0%CoreMediumCharlotte, NC2026-10-15
Primoris Wealth Advisors, LLC
13,840$559.0K0.3%GrowthMediumNorth Palm Beach, FL2026-10-28
Quartz Partners, LLC
13,395$541.0K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
12,937$522.5K0.4%ETFLowDayton, OH2026-11-02
Value Investment Professionals, LLC
12,603$509.0K0.4%ETFHighNew York, NY2026-10-13
BlueChip Wealth Advisors LLC
12,200$492.8K0.2%ETFMediumMilton, GA2026-11-03
Compound Planning, Inc.
11,971$483.5K0.0%CoreLowNew York, NY2026-11-05
South Shore Capital Advisors
11,672$471.4K0.3%CoreMediumCohasset, MA2026-10-20
Dynamic Advisor Solutions LLC
11,541$466.2K0.0%ETFLowPhoenix, AZ2026-10-13
Refined Wealth Management
11,289$455.9K0.3%ETFMediumSalt Lake City, UT2026-10-13
PFG Advisors
11,282$455.7K0.0%ETFMediumPhoenix, AZ2026-10-16
J.W. Cole Advisors, Inc.
11,174$451.3K0.0%IndexLowTampa, FL2026-11-05
Aletheian Wealth Advisors LLC
11,117$449.0K0.2%ETFVery LowBellevue, WA2026-10-08
Investment Planning Advisors, Inc.
11,110$448.7K0.1%ETFMediumCumming, GA2026-10-14
Advisory Solutions Group, LLC
11,104$448.5K0.1%ETFN/APlymouth, MN2026-10-14
Concord Asset Management, LLC
11,032$445.6K0.1%GrowthLowAbingdon, VA2026-11-02
NTV Asset Management LLC
10,950$442.3K0.0%GrowthLowCharleston, WV2026-10-23
Armstrong Advisory Group, Inc
10,853$438.4K0.0%ETFHighNeedham, MA2026-10-09
Optima Capital LLC
10,800$436.2K0.2%ETFHighPortland, OR2026-10-29
B. Riley Wealth Advisors, Inc.
10,779$435.4K0.0%GrowthLowMemphis, TN2026-10-13
Thryve Wealth Management LLC
10,756$434.4K0.2%ETFLowIrving, TX2026-10-09
Shepherd Financial Partners LLC
10,675$431.2K0.0%ETFLowWinchester, MA2026-11-03
Axxcess Wealth Management, LLC
10,637$429.6K0.0%CoreLowCarlsbad, CA2026-10-21
Crestwood Advisors Group, LLC
10,244$413.8K0.0%GrowthLowBoston, MA2026-10-27
Cullen T Bankers, Inc.
9,930$401.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Endowment Wealth Management, Inc.
9,763$394.3K0.1%ETFMediumAppleton, WI2026-11-03
Royal Fund Management, LLC
9,738$393.3K0.0%GrowthMediumLady Lake, FL2026-10-22
Wealth Effects LLC
9,700$391.8K0.1%GrowthLowBoston, MA2026-10-23
Huntleigh Advisors, Inc.
9,449$381.6K0.1%GrowthMediumSt. Louis, MO2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
9,177$370.7K0.1%GrowthHighTampa, FL2026-10-15
Planned Solutions, Inc.
9,129$368.7K0.1%ETFLowFolsom, CA2026-10-19
Balefire, LLC
9,086$367.0K0.1%ETFMediumDallas, TX2026-10-09
CGN Advisors LLC
9,021$364.4K0.0%ETFLowManhattan, KS2026-10-21
Wavvest Wealth LLC
8,952$361.6K0.3%ETFN/AChicago, IL2026-10-21
Auour Investments LLC
8,706$351.6K0.1%ETFLowWoburn, MA2026-10-28
Chicago Partners Investment Group LLC
8,622$343.1K0.0%GARPLowChicago, IL2026-10-27
Stronghold Wealth Management L.L.C.
8,488$342.8K0.5%CoreLowTampa, FL2026-10-16
Citigroup Inc
8,224$332.2K0.0%CoreMediumNew York, NY2026-11-04
Worth Financial Advisory Group, LLC
8,065$325.7K0.1%GrowthVery LowCharlotte, NC2026-10-19
Verus Capital Partners, LLC
7,939$320.6K0.0%GrowthLowScottsdale, AZ2026-11-03
B.A. Schrock Wealth Management, Inc.
7,757$311.7K0.1%GARPN/AWadsworth, OH2026-10-15
Parsons Capital Management Inc
7,671$309.8K0.0%CoreLowProvidence, RI2026-10-28
Kingswood Wealth Advisors, LLC
7,493$302.6K0.0%GrowthLowSan Diego, CA2026-10-23
Brown, Lisle Ings, Inc.
7,426$299.9K0.1%CoreVery LowProvidence, RI2026-10-16
Wetzel Investment Advisors, Inc.
7,324$295.8K0.1%ETFLowIndianapolis, IN2026-10-13
Sowell Financial Services LLC
7,307$295.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
HB Wealth Management, LLC
7,286$294.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Midwest Trust Co
7,286$294.3K0.0%CoreLowOverland Park, KS2026-10-22
Outlook Wealth Advisors, LLC
7,199$290.8K0.1%ETFMediumShenandoah, TX2026-10-28
Diversified Enterprises, LLC
7,074$285.7K0.0%ETFVery LowWilmington, DE2026-10-19
Accel Wealth Management
6,977$281.8K0.1%ETFLowWaverly, IA2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
6,902$278.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Capital Advisors Wealth Management, LLC
6,890$278.3K0.0%ETFLowYakima, WA2026-10-09
Rooted Wealth Advisors, Inc.
6,837$275.5K0.1%ETFLowBourbonnais, IL2026-11-03
Transce3nd, LLC
6,716$268.2K0.3%GrowthLowBuda, TX2026-10-26
Wealthcare Advisory Partners LLC
6,667$269.3K0.0%ETFLowWest Chester, PA2026-10-21
Balboa Wealth Partners
6,581$265.8K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Elco Management Co., LLC
6,500$262.5K0.1%CoreLowNew York, NY2026-10-14
M Holdings Securities, Inc.
6,245$2490.0%ETFHighPortland, OR2026-11-03
Sterling Investment Counsel, LLC
6,166$249.0K0.1%GrowthLowBuffalo, NY2026-10-19
Mirador Capital Partners LP
6,155$248.6K0.0%GrowthMediumPleasanton, CA2026-10-09
Private Trust Co NA
6,150$248.4K0.0%CoreLowCleveland, OH2026-10-20
Nordwand Advisors, LLC
6,127$247.5K0.0%CoreLowRadnor, PA2026-11-05
RFG Holdings, Inc.
5,996$242.2K0.1%ETFLowArgyle, TX2026-10-30
MGO One Seven LLC
5,763$232.8K0.0%GrowthLowBeachwood, OH2026-10-28
Global Financial Private Client, LLC
5,493$221.9K0.1%GrowthLowSarasota, FL2026-10-15
IFP Advisors, Inc
5,413$218.6K0.0%GrowthLowTampa, FL2026-10-16
Apollon Wealth Management, LLC
5,405$218.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
J2 Capital Management Inc
5,374$217.1K0.1%ETFHighTroy, MI2026-10-19
Bailard, Inc.
5,166$208.7K0.0%GrowthMediumFoster City, CA2026-10-13
USAdvisors Wealth Management, LLC
5,126$2070.0%ETFLowEden Prairie, MN2026-10-21
Patten Group, Inc.
5,110$206.4K0.0%CoreLowChattanooga, TN2026-10-26
Reicon Wealth Advisors, LLC
5,104$206.2K0.1%ETFLowAtlanta, GA2026-11-04
Mlp3, LLC
5,000$202.0K0.2%CoreVery LowLinwood, NJ2026-10-22
Yankcom Partnership
2,936$118.6K0.0%CoreVery LowYankton, SD2026-10-15
TD Waterhouse Canada Inc.
2,797$112.4K0.0%CoreLowToronto, Australia2026-10-16
Wilmington Savings Fund Society, FSB
2,586$104.4K0.0%CoreLowWilmington, DE2026-10-23
EverSource Wealth Advisors, LLC
2,254$91.0K0.0%CoreMediumBirmingham, AL2026-11-04
Jacobi Capital Management LLC
1,863$75.3K0.0%CoreLowPittston, PA2026-11-05
Triumph Capital Management
1,733$70.0K0.0%ETFMediumDenver, CO2026-10-14
Trust Co of Vermont
1,412$57.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
CX Institutional
1,251$510.0%CoreMediumAuburn, IN2026-10-02
Beacon Financial Strategies Corp
1,004$40.6K0.0%ETFVery LowRaleigh, NC2026-10-14
PFS Partners, LLC
874$35.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
Rakuten Securities, Inc.
832$33.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Essential Investment Partners LLC
720$29.1K0.0%GrowthLowEnglewood, CO2026-10-27
MJT & Associates Financial Advisory Group, Inc.
703$28.4K0.0%ETFLowMontevideo, MN2026-10-07
Elevation Wealth Partners, LLC
680$27.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Buck Wealth Strategies, LLC
675$27.3K0.0%ValueMediumDenver, CO2026-10-28
Mather Group, Llc.
480$19.4K0.0%ETFMediumChicago, IL2026-10-14
Eastern Bank
395$16.0K0.0%GrowthMediumBoston, MA2026-10-05
Pinnacle Wealth Planning Services, Inc.
365$14.7K0.0%GARPLowMansfield, OH2026-10-27
Cape Investment Advisory, Inc.
306$12.4K0.0%ETFLowMcdonough, GA2026-10-13
Center for Financial Planning, Inc.
250$10.1K0.0%ETFLowSouthfied, MI2026-10-26
City Holding Co
200$8.1K0.0%CoreLowCharleston, WV2026-10-19
NBH Bank
161$6.5K0.0%CoreN/AGreenwood Village, CO2026-11-05
Lloyd Advisory Services, Llc.
154$6.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Southern Michigan Bank & Trust
153$6.2K0.0%ETFLowColdwater, MI2026-10-19
Dhjj Financial Advisors, Ltd.
133$5.4K0.0%ETFVery LowNaperville, IL2026-10-23
CoreCap Advisors, LLC
120$4.9K0.0%ETFMediumSouthfield, MI2026-10-08
Signature Equity Partners, LLC
115$4.6K0.0%GrowthMediumColumbus, OH2026-10-29
Compass Financial Management LLC
101$4.1K0.0%CoreN/ATampa, FL2026-10-30
Rossby Financial, LCC
89$3.6K0.0%ETFMediumMelbourne, FL2026-11-05
Hughes Financial Services, LLC
88$3.5K0.0%ETFLowHerndon, VA2026-10-30
Kingdom Financial Group Llc.
79$3.2K0.0%ETFMediumPeoria, AZ2026-11-04
Capital Advisors, Ltd. LLC
75$30.0%ETFLowShaker Heights, OH2026-10-27
Reap Financial Group, LLC
70$2.8K0.0%ETFLowAustin, TX2026-11-02
Covestor Ltd
69$30.0%ValueHighLondon, United Kingdom2026-10-30
Evolution Wealth Management Inc.
67$2.7K0.0%ETFMediumFort Myers, FL2026-10-28
Wilkerson Advisory Group LLC
59$2.4K0.0%ETFMediumColumbia, MO2026-10-20
Signaturefd, LLC
55$2.2K0.0%IndexLowAtlanta, GA2026-10-23
Quest 10 Wealth Builders, Inc.
48$1.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Provenance Wealth Advisors, LLC
39$1.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Markowski Investments
32$1.3K0.0%ETFN/ATampa, FL2026-10-30
JFS Wealth Advisors, LLC
22$8890.0%ETFVery LowHermitage, PA2026-11-03
Fairman Group, LLC
12$4850.0%ETFLowChesterbrook, PA2026-10-26
Key Capital Management, Inc
8$3230.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Networth Advisors, LLC
6$2420.0%ETFMediumCanonsburg, PA2026-11-03
WPG Advisers, LLC
5$2020.0%CoreLowBaltimore, MD2026-10-27
Lodestone Wealth Management LLC
2$810.0%CoreLowSpokane, WA2026-10-14
Root Financial Partners, LLC
1$210.0%ETFMediumEncinitas, CA2026-10-21