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SS Blackstone SR Loan ETF (SRLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ocean Park Asset Management, LLC
INCREASED
Shares3,971,500 from 3,162,200
Change+809,300 (+26%)
Value$160.4M (+$33.0M)
Filed 2026-10-21
Diversify Advisory Services, LLC
INCREASED
Shares2,300,208 from 1,360,178
Change+940,030 (+69%)
Value$92.3M (+$37.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares2,300,208 from 1,360,178
Change+940,030 (+69%)
Value$92.3M (+$37.4M)
Filed 2026-10-20
Asset Allocation & Management Company, LLC
INCREASED
Shares794,167 from 591,546
Change+202,621 (+34%)
Value$32.1K (+$8.2K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares790,481 from 708,493
Change+81,988 (+12%)
Value$31.8K (-$28.5M)
Filed 2026-11-05
ARS Wealth Advisors Group, LLC
INCREASED
Shares648,019 from 366,035
Change+281,984 (+77%)
Value$26.2M (+$11.4M)
Filed 2026-10-16
Conning Inc.
UNCHANGED
Shares641,275 from 641,275
Change0 (0%)
Value$25.9M (+$64.1K)
Filed 2026-10-27
Donoghue Forlines LLC
INCREASED
Shares560,390 from 538,939
Change+21,451 (+4%)
Value$22.6M (+$920.3K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares542,592 from 517,812
Change+24,780 (+5%)
Value$21.9M (+$1.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares493,135 from 432,761
Change+60,374 (+14%)
Value$19.9K (-$17.4M)
Filed 2026-11-02
Twelve Points Wealth Management LLC
DECREASED
Shares425,633 from 461,725
Change-36,092 (-8%)
Value$17.1M (-$1.5M)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares420,511 from 379,830
Change+40,681 (+11%)
Value$17.0M (+$1.7M)
Filed 2026-10-19
Fortem Financial Group, LLC
INCREASED
Shares379,113 from 372,511
Change+6,602 (+2%)
Value$15.3M (+$303.9K)
Filed 2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED
Shares374,591 from 374,591
Change0 (0%)
Value$15.1M (+$37.5K)
Filed 2026-11-02
MRA Advisory Group
INCREASED
Shares372,258 from 259,585
Change+112,673 (+43%)
Value$15.0M (+$4.6M)
Filed 2026-10-07
Ninety One UK Ltd
UNCHANGED
Shares359,410 from 359,410
Change0 (0%)
Value$14.5M (+$35.9K)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares332,552 from 342,445
Change-9,893 (-3%)
Value$13.4M (-$365.3K)
Filed 2026-10-21
Calamos Advisors LLC
UNCHANGED
Shares316,100 from 316,100
Change0 (0%)
Value$12.8M (+$31.6K)
Filed 2026-11-02
Stablepoint Partners, LLC
INCREASED
Shares293,938 from 269,885
Change+24,053 (+9%)
Value$11.9M (+$998.5K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares287,299 from 272,468
Change+14,831 (+5%)
Value$11.6M (+$626.3K)
Filed 2026-10-30
Country Trust Bank
INCREASED
Shares285,418 from 278,522
Change+6,896 (+2%)
Value$11.5M (+$306.4K)
Filed 2026-10-30
Fragasso Financial Advisors Inc
INCREASED
Shares276,450 from 267,428
Change+9,022 (+3%)
Value$11.1M (+$346.9K)
Filed 2026-10-13
Horizon Financial Services, LLC
DECREASED
Shares258,164 from 258,638
Change-474 (0%)
Value$10.4M (+$6.7K)
Filed 2026-11-04
KMG Fiduciary Partners, LLC
DECREASED
Shares255,763 from 260,160
Change-4,397 (-2%)
Value$10.3M (-$151.6K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares245,642 from 269,167
Change-23,525 (-9%)
Value$9.9M (-$923.2K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED
Shares225,970 from 124,429
Change+101,541 (+82%)
Value$9.1M (+$4.1M)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares224,312 from 209,986
Change+14,326 (+7%)
Value$9.1M (+$599.6K)
Filed 2026-10-13
Summit Global Investments
INCREASED
Shares211,860 from 199,604
Change+12,256 (+6%)
Value$8.6K (-$8.0M)
Filed 2026-10-28
Matthew Goff Investment Advisor, LLC
DECREASED
Shares209,661 from 211,865
Change-2,204 (-1%)
Value$8.5M (-$67.8K)
Filed 2026-10-13
Zega Investments, LLC
DECREASED
Shares188,627 from 199,821
Change-11,194 (-6%)
Value$7.6M (-$432.1K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares179,345 from 215,406
Change-36,061 (-17%)
Value$7.2M (-$1.4M)
Filed 2026-11-02
Plan Group Financial, LLC
INCREASED
Shares176,280 from 160,458
Change+15,822 (+10%)
Value$7.0M (+$570.5K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares168,101 from 5,382
Change+162,719 (+3023%)
Value$6.8M (+$6.6M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares165,561 from 73,264
Change+92,297 (+126%)
Value$6.7M (+$3.7M)
Filed 2026-11-05
Moulton Wealth Management, Inc
NEW
Shares164,332
Change+164,332
Value$6.6M
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares160,004 from 159,229
Change+775 (+0%)
Value$6.5M (+$47.3K)
Filed 2026-10-23
Live Oak Investment Partners
INCREASED
Shares158,876 from 157,789
Change+1,087 (+1%)
Value$6.4M (+$59.7K)
Filed 2026-10-23
Blueline Advisors LLC
DECREASED
Shares151,626 from 153,628
Change-2,002 (-1%)
Value$6.1M (-$65.5K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares147,618 from 171,603
Change-23,985 (-14%)
Value$6.0K (-$6.9M)
Filed 2026-10-22
Vertrix Wealth Management, LLC
INCREASED
Shares146,657 from 146,567
Change+90 (+0%)
Value$5.9M (+$18.3K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares144,296 from 146,130
Change-1,834 (-1%)
Value$5.8M (-$59.5K)
Filed 2026-10-26
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares140,663 from 139,709
Change+954 (+1%)
Value$5.7M (+$52.5K)
Filed 2026-10-26
Aspire Private Capital, LLC
DECREASED
Shares140,179 from 140,554
Change-375 (0%)
Value$5.7M (-$1.1K)
Filed 2026-11-05
Prudent Man Advisors, LLC
INCREASED
Shares135,750 from 135,100
Change+650 (+0%)
Value$5.5M (+$39.8K)
Filed 2026-11-03
Windsor Capital Management, LLC
INCREASED
Shares129,608 from 126,416
Change+3,192 (+3%)
Value$5.2M (+$141.5K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares129,352 from 106,806
Change+22,546 (+21%)
Value$5.2M (+$921.3K)
Filed 2026-10-28
Liberty Atlantic Advisors LLC
INCREASED
Shares119,681 from 101,900
Change+17,781 (+17%)
Value$4.8M (+$728.4K)
Filed 2026-10-14
Courier Capital LLC
DECREASED
Shares112,658 from 121,017
Change-8,359 (-7%)
Value$4.6M (-$325.5K)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares112,254 from 106,808
Change+5,446 (+5%)
Value$4.5K (-$4.3M)
Filed 2026-10-26
Sage Advisory Services, Ltd.Co.
INCREASED
Shares99,045 from 42,865
Change+56,180 (+131%)
Value$4.0M (+$2.3M)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares94,191 from 13,455
Change+80,736 (+600%)
Value$3.8M (+$3.3M)
Filed 2026-11-04
S&A Financial Services, Inc.
DECREASED
Shares89,899 from 117,121
Change-27,222 (-23%)
Value$3.6M (-$1.1M)
Filed 2026-11-03
Nilsine Partners, LLC
INCREASED
Shares88,795 from 86,593
Change+2,202 (+3%)
Value$3.6M (+$97.6K)
Filed 2026-11-02
Curated Wealth Partners LLC
NEW
Shares88,167
Change+88,167
Value$3.6M
Filed 2026-10-15
Prospera Financial Services Inc
DECREASED
Shares81,418 from 86,417
Change-4,999 (-6%)
Value$3.3M (-$218.5K)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
DECREASED
Shares79,798 from 82,023
Change-2,225 (-3%)
Value$3.2M (-$81.7K)
Filed 2026-11-02
Cadent Capital Advisors, LLC
DECREASED
Shares78,135 from 78,264
Change-129 (0%)
Value$3.2M (+$2.6K)
Filed 2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED
Shares77,511 from 77,044
Change+467 (+1%)
Value$3.1M (+$26.6K)
Filed 2026-10-21
Romano Brothers and Company
DECREASED
Shares74,510 from 74,665
Change-155 (0%)
Value$3.0M (+$1.2K)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares72,159 from 18,851
Change+53,308 (+283%)
Value$2.9M (+$2.2M)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares69,495 from 69,620
Change-125 (0%)
Value$2.8M (+$1.9K)
Filed 2026-10-20
Friedenthal Financial
INCREASED
Shares67,228 from 58,748
Change+8,480 (+14%)
Value$2.7M (+$348.4K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
INCREASED
Shares66,485 from 57,620
Change+8,865 (+15%)
Value$2.7M (+$363.8K)
Filed 2026-10-27
J.Safra Asset Management Corp
INCREASED
Shares66,171 from 61,183
Change+4,988 (+8%)
Value$2.7M (+$207.6K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares65,814 from 109,356
Change-43,542 (-40%)
Value$2.7M (-$1.7M)
Filed 2026-10-22
Raleigh Capital Management Inc.
INCREASED
Shares65,428 from 61,072
Change+4,356 (+7%)
Value$2.6M (+$182.0K)
Filed 2026-10-28
Albion Financial Group
INCREASED
Shares62,285 from 61,511
Change+774 (+1%)
Value$2.5M (+$37.4K)
Filed 2026-10-21
AXS Investments LLC
INCREASED
Shares61,258 from 42,720
Change+18,538 (+43%)
Value$2.5M (+$753.0K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED
Shares59,527 from 71,343
Change-11,816 (-17%)
Value$2.4M (-$470.1K)
Filed 2026-11-05
Landmark Wealth Management, Inc.
DECREASED
Shares57,856 from 58,697
Change-841 (-1%)
Value$2.3M (-$28.1K)
Filed 2026-11-04
Aspetuck Financial Management LLC
DECREASED
Shares57,322 from 58,187
Change-865 (-1%)
Value$2.3M (-$29.1K)
Filed 2026-11-04
Apella Capital, LLC
INCREASED
Shares57,247 from 54,830
Change+2,417 (+4%)
Value$2.3M (+$93.9K)
Filed 2026-10-08
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares56,087 from 57,694
Change-1,607 (-3%)
Value$2.3M (-$59.1K)
Filed 2026-10-29
International Assets Investment Management, LLC
INCREASED
Shares53,427 from 50,907
Change+2,520 (+5%)
Value$2.1M (+$108.4K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares52,803 from 36,393
Change+16,410 (+45%)
Value$2.1M (+$666.4K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares52,354 from 49,004
Change+3,350 (+7%)
Value$2.1M (+$126.8K)
Filed 2026-10-13
Nottingham Advisors, Inc.
INCREASED
Shares51,277 from 45,201
Change+6,076 (+13%)
Value$2.1M (+$241.0K)
Filed 2026-10-29
TradeWell Securities, Llc.
INCREASED
Shares49,730 from 43,018
Change+6,712 (+16%)
Value$2.0M (+$275.4K)
Filed 2026-10-21
Hibernia Wealth Partners, LLC
INCREASED
Shares48,960 from 43,629
Change+5,331 (+12%)
Value$2.0M (+$219.7K)
Filed 2026-10-29
Sagace Wealth Management LLC
INCREASED
Shares46,422 from 30,008
Change+16,414 (+55%)
Value$1.9M (+$666.0K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares45,999 from 42,978
Change+3,021 (+7%)
Value$1.9M (+$126.3K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares45,816 from 45,297
Change+519 (+1%)
Value$1.9M (+$25.7K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares45,405 from 23,690
Change+21,715 (+92%)
Value$1.8M (+$879.5K)
Filed 2026-10-22
City Center Advisors, LLC
INCREASED
Shares43,137 from 36,413
Change+6,724 (+18%)
Value$1.7M (+$275.2K)
Filed 2026-10-08
Sovran Advisors, LLC
INCREASED
Shares42,256 from 39,142
Change+3,114 (+8%)
Value$1.7M (+$118.0K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares41,167 from 36,659
Change+4,508 (+12%)
Value$1.7M (+$185.7K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares39,927 from 43,282
Change-3,355 (-8%)
Value$1.6M (-$131.2K)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares39,540 from 37,282
Change+2,258 (+6%)
Value$1.6M (+$94.9K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares38,762 from 40,057
Change-1,295 (-3%)
Value$1.6M (-$48.3K)
Filed 2026-10-07
Capital Investment Advisors, LLC
DECREASED
Shares38,452 from 39,623
Change-1,171 (-3%)
Value$1.6M (-$43.4K)
Filed 2026-10-22
Great Waters Wealth Management
INCREASED
Shares38,410 from 37,787
Change+623 (+2%)
Value$1.6M (+$29.0K)
Filed 2026-10-07
Partners Wealth Management, LLC
NEW
Shares34,583
Change+34,583
Value$1.4M
Filed 2026-10-28
Black Diamond Financial, LLC
DECREASED
Shares33,650 from 37,376
Change-3,726 (-10%)
Value$1.4M (-$146.8K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares33,567 from 28,023
Change+5,544 (+20%)
Value$1.4M (+$226.7K)
Filed 2026-11-05
Capstone Wealth Management Group, Inc.
DECREASED
Shares32,715 from 32,915
Change-200 (-1%)
Value$1.3M (-$4.8K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares32,318 from 27,638
Change+4,680 (+17%)
Value$1.3M (+$191.8K)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares31,885 from 48,570
Change-16,685 (-34%)
Value$1.3M (-$669.1K)
Filed 2026-10-22
Curtis Advisory Group, LLC
DECREASED
Shares31,529 from 32,527
Change-998 (-3%)
Value$1.3M (-$37.1K)
Filed 2026-10-28
North Forty Two & Co.
DECREASED
Shares30,982 from 37,124
Change-6,142 (-17%)
Value$1.3M (-$244.4K)
Filed 2026-10-19
Shum Financial Group, Inc.
INCREASED
Shares30,585 from 30,281
Change+304 (+1%)
Value$1.2M (+$15.3K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED
Shares29,439 from 30,953
Change-1,514 (-5%)
Value$1.2M (-$58.1K)
Filed 2026-10-29
D.A. Davidson & Co.
INCREASED
Shares28,838 from 27,925
Change+913 (+3%)
Value$1.2M (+$39.7K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares28,433 from 29,442
Change-1,009 (-3%)
Value$1.1M (-$37.8K)
Filed 2026-11-04
Aegon USA Investment Management, LLC
UNCHANGED
Shares26,300 from 26,300
Change0 (0%)
Value$1.1M (+$2.6K)
Filed 2026-10-30
Ascent Group, LLC
INCREASED
Shares25,970 from 23,441
Change+2,529 (+11%)
Value$1.0M (+$104.5K)
Filed 2026-10-30
Concord Wealth Partners
DECREASED
Shares25,800 from 32,918
Change-7,118 (-22%)
Value$1.0M (-$284.2K)
Filed 2026-11-02
Stableford Capital II LLC
DECREASED
Shares25,530 from 30,184
Change-4,654 (-15%)
Value$1.0M (-$185.0K)
Filed 2026-10-09
Valeo Financial Advisors, LLC
INCREASED
Shares25,072 from 24,840
Change+232 (+1%)
Value$1.0M (+$11.9K)
Filed 2026-10-08
Lanark Financial, Inc.
DECREASED
Shares24,962 from 59,792
Change-34,830 (-58%)
Value$1.0M (-$1.4M)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares24,846 from 24,339
Change+507 (+2%)
Value$1.0M (+$22.9K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares24,364 from 25,358
Change-994 (-4%)
Value$984.1K (-$37.6K)
Filed 2026-10-30
Joel Isaacson & Co., LLC
DECREASED
Shares23,164 from 27,562
Change-4,398 (-16%)
Value$935.6K (-$174.9K)
Filed 2026-11-05
Richardson Financial Services Inc.
DECREASED
Shares22,851 from 23,992
Change-1,141 (-5%)
Value$923.0K (-$43.7K)
Filed 2026-10-30
Tactive Advisors, LLC
DECREASED
Shares22,769 from 29,538
Change-6,769 (-23%)
Value$919.6K (-$270.4K)
Filed 2026-10-08
Opulen Financial Group LLC
DECREASED
Shares21,711 from 23,693
Change-1,982 (-8%)
Value$876.9K (-$77.7K)
Filed 2026-10-22
Naples Global Advisors, LLC
DECREASED
Shares21,055 from 22,595
Change-1,540 (-7%)
Value$850.4K (-$59.9K)
Filed 2026-11-05
Flagstar Securities, Inc
DECREASED
Shares20,757 from 23,548
Change-2,791 (-12%)
Value$838.4K (-$110.4K)
Filed 2026-10-15
Virtue Capital Management, LLC
NEW
Shares19,536
Change+19,536
Value$789.1K
Filed 2026-10-29
First City Capital Management, Inc.
DECREASED
Shares18,975 from 19,362
Change-387 (-2%)
Value$766.4K (-$13.7K)
Filed 2026-10-27
WealthPoint Financial, LLC
INCREASED
Shares18,473 from 17,544
Change+929 (+5%)
Value$746.1K (+$39.3K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares17,104 from 21,345
Change-4,241 (-20%)
Value$690.8K (-$169.2K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
INCREASED
Shares17,000 from 13,786
Change+3,214 (+23%)
Value$686.6K (+$131.2K)
Filed 2026-10-15
Lockerman Financial Group, Inc.
INCREASED
Shares16,904 from 14,628
Change+2,276 (+16%)
Value$682.7K (+$93.4K)
Filed 2026-10-19
SBI Securities Co., Ltd.
INCREASED
Shares16,811 from 15,741
Change+1,070 (+7%)
Value$679.0K (+$44.8K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares16,176 from 15,230
Change+946 (+6%)
Value$653.3K (+$39.7K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
DECREASED
Shares16,142 from 16,629
Change-487 (-3%)
Value$652.0K (-$18.0K)
Filed 2026-10-29
21 West Wealth Management LLC
DECREASED
Shares15,977 from 16,653
Change-676 (-4%)
Value$645.3K (-$25.6K)
Filed 2026-10-13
Florin Court Capital LLP
NEW
Shares15,100
Change+15,100
Value$609.9K
Filed 2026-11-02
International Private Wealth Advisors LLC
DECREASED
Shares14,743 from 15,280
Change-537 (-4%)
Value$595.5K (-$20.2K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares14,159 from 14,075
Change+84 (+1%)
Value$571.9K (+$4.8K)
Filed 2026-10-15
Primoris Wealth Advisors, LLC
INCREASED
Shares13,840 from 13,837
Change+3 (+0%)
Value$559.0K (+$1.5K)
Filed 2026-10-28
Quartz Partners, LLC
DECREASED
Shares13,395 from 13,542
Change-147 (-1%)
Value$541.0K (-$4.6K)
Filed 2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares12,937 from 12,860
Change+77 (+1%)
Value$522.5K (+$4.4K)
Filed 2026-11-02
Value Investment Professionals, LLC
NEW
Shares12,603
Change+12,603
Value$509.0K
Filed 2026-10-13
BlueChip Wealth Advisors LLC
INCREASED
Shares12,200 from 9,127
Change+3,073 (+34%)
Value$492.8K (+$125.0K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares11,971 from 11,855
Change+116 (+1%)
Value$483.5K (+$5.9K)
Filed 2026-11-05
South Shore Capital Advisors
NEW
Shares11,672
Change+11,672
Value$471.4K
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares11,541 from 10,053
Change+1,488 (+15%)
Value$466.2K (+$61.1K)
Filed 2026-10-13
Refined Wealth Management
DECREASED
Shares11,289 from 11,411
Change-122 (-1%)
Value$455.9K (-$3.8K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares11,282 from 10,765
Change+517 (+5%)
Value$455.7K (+$22.0K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares11,174 from 11,037
Change+137 (+1%)
Value$451.3K (+$6.7K)
Filed 2026-11-05
Aletheian Wealth Advisors LLC
INCREASED
Shares11,117 from 11,004
Change+113 (+1%)
Value$449.0K (+$5.7K)
Filed 2026-10-08
Investment Planning Advisors, Inc.
INCREASED
Shares11,110 from 11,052
Change+58 (+1%)
Value$448.7K (+$3.4K)
Filed 2026-10-14
Advisory Solutions Group, LLC
NEW
Shares11,104
Change+11,104
Value$448.5K
Filed 2026-10-14
Concord Asset Management, LLC
INCREASED
Shares11,032 from 8,362
Change+2,670 (+32%)
Value$445.6K (+$108.7K)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares10,950 from 11,900
Change-950 (-8%)
Value$442.3K (-$37.2K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares10,853 from 10,853
Change0 (0%)
Value$438.4K (+$1.1K)
Filed 2026-10-09
Optima Capital LLC
DECREASED
Shares10,800 from 11,686
Change-886 (-8%)
Value$436.2K (-$34.6K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,779 from 7,991
Change+2,788 (+35%)
Value$435.4K (+$114.2K)
Filed 2026-10-13
Thryve Wealth Management LLC
DECREASED
Shares10,756 from 15,048
Change-4,292 (-29%)
Value$434.4K (-$171.8K)
Filed 2026-10-09
Shepherd Financial Partners LLC
DECREASED
Shares10,675 from 12,405
Change-1,730 (-14%)
Value$431.2K (-$68.6K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares10,637 from 31,942
Change-21,305 (-67%)
Value$429.6K (-$857.3K)
Filed 2026-10-21
Crestwood Advisors Group, LLC
INCREASED
Shares10,244 from 5,761
Change+4,483 (+78%)
Value$413.8K (+$181.6K)
Filed 2026-10-27
Cullen T Bankers, Inc.
DECREASED
Shares9,930 from 14,461
Change-4,531 (-31%)
Value$401.1K (-$181.5K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
INCREASED
Shares9,763 from 7,696
Change+2,067 (+27%)
Value$394.3K (+$84.3K)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares9,738 from 7,353
Change+2,385 (+32%)
Value$393.3K (+$97.1K)
Filed 2026-10-22
Wealth Effects LLC
NEW
Shares9,700
Change+9,700
Value$391.8K
Filed 2026-10-23
Huntleigh Advisors, Inc.
DECREASED
Shares9,449 from 9,609
Change-160 (-2%)
Value$381.6K (-$5.5K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares9,177 from 8,831
Change+346 (+4%)
Value$370.7K (+$14.9K)
Filed 2026-10-15
Planned Solutions, Inc.
INCREASED
Shares9,129 from 8,217
Change+912 (+11%)
Value$368.7K (+$37.7K)
Filed 2026-10-19
Balefire, LLC
INCREASED
Shares9,086 from 8,972
Change+114 (+1%)
Value$367.0K (+$5.5K)
Filed 2026-10-09
CGN Advisors LLC
INCREASED
Shares9,021 from 8,968
Change+53 (+1%)
Value$364.4K (+$3.0K)
Filed 2026-10-21
Wavvest Wealth LLC
NEW
Shares8,952
Change+8,952
Value$361.6K
Filed 2026-10-21
Auour Investments LLC
DECREASED
Shares8,706 from 9,132
Change-426 (-5%)
Value$351.6K (-$16.3K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares8,622 from 8,609
Change+13 (+0%)
Value$343.1K (-$3.7K)
Filed 2026-10-27
Stronghold Wealth Management L.L.C.
INCREASED
Shares8,488 from 6,608
Change+1,880 (+28%)
Value$342.8K (+$76.6K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares8,224 from 5,222
Change+3,002 (+57%)
Value$332.2K (+$121.8K)
Filed 2026-11-04
Worth Financial Advisory Group, LLC
DECREASED
Shares8,065 from 8,254
Change-189 (-2%)
Value$325.7K (-$6.8K)
Filed 2026-10-19
Verus Capital Partners, LLC
DECREASED
Shares7,939 from 8,568
Change-629 (-7%)
Value$320.6K (-$24.5K)
Filed 2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW
Shares7,757
Change+7,757
Value$311.7K
Filed 2026-10-15
Parsons Capital Management Inc
DECREASED
Shares7,671 from 11,346
Change-3,675 (-32%)
Value$309.8K (-$147.3K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares7,493 from 9,038
Change-1,545 (-17%)
Value$302.6K (-$61.5K)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
INCREASED
Shares7,426 from 7,107
Change+319 (+4%)
Value$299.9K (+$13.6K)
Filed 2026-10-16
Wetzel Investment Advisors, Inc.
DECREASED
Shares7,324 from 8,107
Change-783 (-10%)
Value$295.8K (-$30.8K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares7,307 from 6,740
Change+567 (+8%)
Value$295.1K (+$23.6K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares7,286 from 7,218
Change+68 (+1%)
Value$294.3K (+$3.5K)
Filed 2026-10-23
Midwest Trust Co
UNCHANGED
Shares7,286 from 7,286
Change0 (0%)
Value$294.3K (+$729)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
INCREASED
Shares7,199 from 7,069
Change+130 (+2%)
Value$290.8K (+$6.4K)
Filed 2026-10-28
Diversified Enterprises, LLC
NEW
Shares7,074
Change+7,074
Value$285.7K
Filed 2026-10-19
Accel Wealth Management
DECREASED
Shares6,977 from 7,200
Change-223 (-3%)
Value$281.8K (-$8.2K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares6,902 from 6,902
Change0 (0%)
Value$278.8K (+$690)
Filed 2026-10-27
Capital Advisors Wealth Management, LLC
DECREASED
Shares6,890 from 6,918
Change-28 (0%)
Value$278.3K (-$436)
Filed 2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares6,837 from 6,837
Change0 (0%)
Value$275.5K ($0)
Filed 2026-11-03
Transce3nd, LLC
NEW
Shares6,716
Change+6,716
Value$268.2K
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares6,667 from 6,726
Change-59 (-1%)
Value$269.3K (-$1.7K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares6,581 from 6,735
Change-154 (-2%)
Value$265.8K (-$5.5K)
Filed 2026-10-20
Elco Management Co., LLC
DECREASED
Shares6,500 from 7,000
Change-500 (-7%)
Value$262.5K (-$19.5K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares6,245
Change+6,245
Value$249
Filed 2026-11-03
Sterling Investment Counsel, LLC
INCREASED
Shares6,166 from 6,160
Change+6 (+0%)
Value$249.0K (+$859)
Filed 2026-10-19
Mirador Capital Partners LP
DECREASED
Shares6,155 from 6,493
Change-338 (-5%)
Value$248.6K (-$13.0K)
Filed 2026-10-09
Private Trust Co NA
INCREASED
Shares6,150 from 5,705
Change+445 (+8%)
Value$248.4K (+$18.5K)
Filed 2026-10-20
Nordwand Advisors, LLC
UNCHANGED
Shares6,127 from 6,127
Change0 (0%)
Value$247.5K (+$613)
Filed 2026-11-05
RFG Holdings, Inc.
UNCHANGED
Shares5,996 from 5,996
Change0 (0%)
Value$242.2K (+$599)
Filed 2026-10-30
MGO One Seven LLC
DECREASED
Shares5,763 from 5,830
Change-67 (-1%)
Value$232.8K (-$2.1K)
Filed 2026-10-28
Global Financial Private Client, LLC
DECREASED
Shares5,493 from 5,521
Change-28 (-1%)
Value$221.9K (-$579)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares5,413 from 3,461
Change+1,952 (+56%)
Value$218.6K (+$79.2K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares5,405 from 5,839
Change-434 (-7%)
Value$218.3K (-$16.9K)
Filed 2026-10-23
J2 Capital Management Inc
INCREASED
Shares5,374 from 5,323
Change+51 (+1%)
Value$217.1K (+$2.6K)
Filed 2026-10-19
Bailard, Inc.
UNCHANGED
Shares5,166 from 5,166
Change0 (0%)
Value$208.7K (+$517)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
DECREASED
Shares5,126 from 5,399
Change-273 (-5%)
Value$207 (-$216.8K)
Filed 2026-10-21
Patten Group, Inc.
DECREASED
Shares5,110 from 6,725
Change-1,615 (-24%)
Value$206.4K (-$64.6K)
Filed 2026-10-26
Reicon Wealth Advisors, LLC
NEW
Shares5,104
Change+5,104
Value$206.2K
Filed 2026-11-04
Mlp3, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$202.0K (+$500)
Filed 2026-10-22
Yankcom Partnership
UNCHANGED
Shares2,936 from 2,936
Change0 (0%)
Value$118.6K (+$294)
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares2,797 from 2,764
Change+33 (+1%)
Value$112.4K (+$1.7K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,586 from 2,586
Change0 (0%)
Value$104.4K (+$259)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares2,254 from 1,212
Change+1,042 (+86%)
Value$91.0K (+$42.2K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares1,863
Change+1,863
Value$75.3K
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares1,733 from 1,345
Change+388 (+29%)
Value$70.0K (+$15.8K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$57.0K (+$142)
Filed 2026-10-21
CX Institutional
DECREASED
Shares1,251 from 3,056
Change-1,805 (-59%)
Value$51 (-$72)
Filed 2026-10-02
Beacon Financial Strategies Corp
INCREASED
Shares1,004 from 925
Change+79 (+9%)
Value$40.6K (+$3.3K)
Filed 2026-10-14
PFS Partners, LLC
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$35.3K (+$87)
Filed 2026-10-21
Rakuten Securities, Inc.
INCREASED
Shares832 from 783
Change+49 (+6%)
Value$33.6K (+$2.1K)
Filed 2026-11-02
Essential Investment Partners LLC
NEW
Shares720
Change+720
Value$29.1K
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$28.4K (+$71)
Filed 2026-10-07
Elevation Wealth Partners, LLC
NEW
Shares680
Change+680
Value$27.5K
Filed 2026-10-07
Buck Wealth Strategies, LLC
INCREASED
Shares675 from 434
Change+241 (+56%)
Value$27.3K (+$9.8K)
Filed 2026-10-28
Mather Group, Llc.
NEW
Shares480
Change+480
Value$19.4K
Filed 2026-10-14
Eastern Bank
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$16.0K (+$40)
Filed 2026-10-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares365 from 2,347
Change-1,982 (-84%)
Value$14.7K (-$79.8K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$12.4K (+$30)
Filed 2026-10-13
Center for Financial Planning, Inc.
NEW
Shares250
Change+250
Value$10.1K
Filed 2026-10-26
City Holding Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.1K (+$18)
Filed 2026-10-19
NBH Bank
NEW
Shares161
Change+161
Value$6.5K
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares154 from 98
Change+56 (+57%)
Value$6.2K (+$2.3K)
Filed 2026-11-02
Southern Michigan Bank & Trust
NEW
Shares153
Change+153
Value$6.2K
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$5.4K (+$13)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares120 from 121
Change-1 (-1%)
Value$4.9K (+$13)
Filed 2026-10-08
Signature Equity Partners, LLC
INCREASED
Shares115 from 52
Change+63 (+121%)
Value$4.6K (+$2.5K)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares101 from 413
Change-312 (-76%)
Value$4.1K (-$12.6K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares89 from 82
Change+7 (+9%)
Value$3.6K (+$291)
Filed 2026-11-05
Hughes Financial Services, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$3.5K (-$11)
Filed 2026-10-30
Kingdom Financial Group Llc.
DECREASED
Shares79 from 86
Change-7 (-8%)
Value$3.2K (-$293)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3 ($0)
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.8K (+$7)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares69 from 68
Change+1 (+1%)
Value$3 ($0)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.7K (+$7)
Filed 2026-10-28
Wilkerson Advisory Group LLC
INCREASED
Shares59 from 58
Change+1 (+2%)
Value$2.4K (+$48)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares55 from 54
Change+1 (+2%)
Value$2.2K (+$42)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares48 from 45
Change+3 (+7%)
Value$1.9K (+$126)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares39
Change+39
Value$1.6K
Filed 2026-10-30
Markowski Investments
NEW
Shares32
Change+32
Value$1.3K
Filed 2026-10-30
JFS Wealth Advisors, LLC
NEW
Shares22
Change+22
Value$889
Filed 2026-11-03
Fairman Group, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$485 (+$2)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$323 (+$81)
Filed 2026-11-03
Networth Advisors, LLC
NEW
Shares6
Change+6
Value$242
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$202 (+$1)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$81 ($0)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares1
Change+1
Value$21
Filed 2026-10-21
Jefferies Financial Group Inc.
CLOSED
Shares0 from 102,348
Change-102,348 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-05
Hofer & Associates. Inc
CLOSED
Shares0 from 93,745
Change-93,745 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-13
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 49,908
Change-49,908 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
Cynosure Group, LLC
CLOSED
Shares0 from 18,636
Change-18,636 (-100%)
Value$0 (-$750.8K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 10,774
Change-10,774 (-100%)
Value$0 (-$434.1K)
Filed 2026-10-23
Soltis Investment Advisors LLC
CLOSED
Shares0 from 10,383
Change-10,383 (-100%)
Value$0 (-$418.3K)
Filed 2026-10-28
Mascoma Wealth Management LLC
CLOSED
Shares0 from 8,470
Change-8,470 (-100%)
Value$0 (-$341.3K)
Filed 2026-10-23
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 7,546
Change-7,546 (-100%)
Value$0 (-$304.0K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
CLOSED
Shares0 from 5,309
Change-5,309 (-100%)
Value$0 (-$213.9K)
Filed 2026-11-04
Ridgeline Wealth Planning, LLC
CLOSED
Shares0 from 5,248
Change-5,248 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-29
First Citizens Bank & Trust Co
CLOSED
Shares0 from 5,131
Change-5,131 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,147
Change-1,147 (-100%)
Value$0 (-$46.3K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$44.7K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 1,080
Change-1,080 (-100%)
Value$0 (-$43.5K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-22
US Bancorp \de\
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$766)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 7,597,224
Change-7,597,224 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,466,384
Change-7,466,384 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 6,470,566
Change-6,470,566 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 4,699,823
Change-4,699,823 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 4,414,977
Change-4,414,977 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 4,000,098
Change-4,000,098 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,586,924
Change-3,586,924 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,509,642
Change-3,509,642 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,607,022
Change-2,607,022 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,519,303
Change-2,519,303 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,246,592
Change-2,246,592 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,195,295
Change-2,195,295 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,803,154
Change-1,803,154 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,661,384
Change-1,661,384 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,653,488
Change-1,653,488 (-100%)
Value—
Symetra Investment Management Co
N/A
Shares— from 1,554,851
Change-1,554,851 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,383,526
Change-1,383,526 (-100%)
Value—
Aristotle Pacific Capital, LLC
N/A
Shares— from 1,367,066
Change-1,367,066 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,248,706
Change-1,248,706 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,213,236
Change-1,213,236 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,174,850
Change-1,174,850 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 905,792
Change-905,792 (-100%)
Value—
CNO Financial Group, Inc.
N/A
Shares— from 862,000
Change-862,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 777,643
Change-777,643 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 776,016
Change-776,016 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 723,630
Change-723,630 (-100%)
Value—
Amundi
N/A
Shares— from 659,591
Change-659,591 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 638,836
Change-638,836 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 555,591
Change-555,591 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 535,650
Change-535,650 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 473,743
Change-473,743 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 462,910
Change-462,910 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 448,972
Change-448,972 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 425,289
Change-425,289 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 392,272
Change-392,272 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 362,070
Change-362,070 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 350,264
Change-350,264 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 303,914
Change-303,914 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 291,156
Change-291,156 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 282,644
Change-282,644 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 282,233
Change-282,233 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 255,058
Change-255,058 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 228,380
Change-228,380 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 212,397
Change-212,397 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 212,000
Change-212,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 192,437
Change-192,437 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 173,417
Change-173,417 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 163,161
Change-163,161 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 162,635
Change-162,635 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 160,735
Change-160,735 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 158,101
Change-158,101 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 157,912
Change-157,912 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 150,114
Change-150,114 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 138,997
Change-138,997 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 136,428
Change-136,428 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 135,221
Change-135,221 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 125,902
Change-125,902 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 122,980
Change-122,980 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 114,675
Change-114,675 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 113,959
Change-113,959 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 112,801
Change-112,801 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 110,965
Change-110,965 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 110,528
Change-110,528 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 105,545
Change-105,545 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 101,087
Change-101,087 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 100,915
Change-100,915 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 99,915
Change-99,915 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 98,568
Change-98,568 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 95,244
Change-95,244 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 94,309
Change-94,309 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 92,090
Change-92,090 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 90,219
Change-90,219 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 88,508
Change-88,508 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 86,264
Change-86,264 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 82,496
Change-82,496 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 80,789
Change-80,789 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 79,141
Change-79,141 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 76,243
Change-76,243 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 75,576
Change-75,576 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 75,160
Change-75,160 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 72,012
Change-72,012 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 69,862
Change-69,862 (-100%)
Value—
Stephens Inc
N/A
Shares— from 67,630
Change-67,630 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 67,629
Change-67,629 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 64,614
Change-64,614 (-100%)
Value—
American Beacon Advisors, Inc.
N/A
Shares— from 64,500
Change-64,500 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 63,710
Change-63,710 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 63,303
Change-63,303 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 63,127
Change-63,127 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 62,466
Change-62,466 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 62,345
Change-62,345 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 62,312
Change-62,312 (-100%)
Value—
Bain Capital Credit, LP
N/A
Shares— from 60,136
Change-60,136 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 59,664
Change-59,664 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 59,650
Change-59,650 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 57,494
Change-57,494 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 57,068
Change-57,068 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 55,797
Change-55,797 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 53,772
Change-53,772 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 53,700
Change-53,700 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 50,059
Change-50,059 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 48,137
Change-48,137 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 47,246
Change-47,246 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 45,273
Change-45,273 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 45,197
Change-45,197 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 42,910
Change-42,910 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 42,880
Change-42,880 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 41,956
Change-41,956 (-100%)
Value—
&partners
N/A
Shares— from 41,632
Change-41,632 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 39,035
Change-39,035 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 39,006
Change-39,006 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 38,950
Change-38,950 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 38,519
Change-38,519 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 37,945
Change-37,945 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 35,525
Change-35,525 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 33,506
Change-33,506 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,492
Change-31,492 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 30,393
Change-30,393 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 29,019
Change-29,019 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 28,420
Change-28,420 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 27,968
Change-27,968 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 26,001
Change-26,001 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 25,446
Change-25,446 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Betterment LLC
N/A
Shares— from 24,930
Change-24,930 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,333
Change-24,333 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,934
Change-23,934 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 23,590
Change-23,590 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 23,473
Change-23,473 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 22,455
Change-22,455 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 22,306
Change-22,306 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 22,189
Change-22,189 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 21,718
Change-21,718 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 21,522
Change-21,522 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 20,998
Change-20,998 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 19,728
Change-19,728 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 19,720
Change-19,720 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 18,704
Change-18,704 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 18,226
Change-18,226 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 17,974
Change-17,974 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 17,638
Change-17,638 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 16,987
Change-16,987 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16,522
Change-16,522 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 16,379
Change-16,379 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 15,821
Change-15,821 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 15,782
Change-15,782 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 15,177
Change-15,177 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 15,139
Change-15,139 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,019
Change-15,019 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,767
Change-14,767 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 14,758
Change-14,758 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 14,758
Change-14,758 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 14,536
Change-14,536 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 14,388
Change-14,388 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,377
Change-14,377 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,222
Change-14,222 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,166
Change-14,166 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,979
Change-13,979 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 13,960
Change-13,960 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,866
Change-13,866 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 13,213
Change-13,213 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,504
Change-12,504 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 12,449
Change-12,449 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 12,361
Change-12,361 (-100%)
Value—
Bank of Marin
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,345
Change-11,345 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 11,124
Change-11,124 (-100%)
Value—
GE Investment Management Corp.
N/A
Shares— from 11,037
Change-11,037 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,827
Change-10,827 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,639
Change-10,639 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 10,256
Change-10,256 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,495
Change-9,495 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,119
Change-8,119 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,615
Change-7,615 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,497
Change-7,497 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,170
Change-7,170 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 6,993
Change-6,993 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 6,380
Change-6,380 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 5,908
Change-5,908 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 955
Change-955 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 388
Change-388 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 304
Change-304 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 204
Change-204 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
FMR LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 62
Change-62 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Ocean Park Asset Management, LLC
INCREASED3,971,5003,162,200+809,300+26%$127.4M$160.4M+$33.0M2026-10-21
Diversify Advisory Services, LLC
INCREASED2,300,2081,360,178+940,030+69%$54.9M$92.3M+$37.4M2026-10-20
Diversify Wealth Management, LLC
INCREASED2,300,2081,360,178+940,030+69%$54.9M$92.3M+$37.4M2026-10-20
Asset Allocation & Management Company, LLC
INCREASED794,167591,546+202,621+34%$23.8K$32.1K+$8.2K2026-10-13
Thrivent Financial for Lutherans
INCREASED790,481708,493+81,988+12%$28.5M$31.8K-$28.5M2026-11-05
ARS Wealth Advisors Group, LLC
INCREASED648,019366,035+281,984+77%$14.7M$26.2M+$11.4M2026-10-16
Conning Inc.
UNCHANGED641,275641,27500%$25.8M$25.9M+$64.1K2026-10-27
Donoghue Forlines LLC
INCREASED560,390538,939+21,451+4%$21.7M$22.6M+$920.3K2026-11-02
Creative Planning
INCREASED542,592517,812+24,780+5%$20.9M$21.9M+$1.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED493,135432,761+60,374+14%$17.4M$19.9K-$17.4M2026-11-02
Twelve Points Wealth Management LLC
DECREASED425,633461,725-36,092-8%$18.6M$17.1M-$1.5M2026-11-03
Secure Asset Management, LLC
INCREASED420,511379,830+40,681+11%$15.3M$17.0M+$1.7M2026-10-19
Fortem Financial Group, LLC
INCREASED379,113372,511+6,602+2%$15.0M$15.3M+$303.9K2026-10-20
Catalyst Capital Advisors LLC
UNCHANGED374,591374,59100%$15.1M$15.1M+$37.5K2026-11-02
MRA Advisory Group
INCREASED372,258259,585+112,673+43%$10.5M$15.0M+$4.6M2026-10-07
Ninety One UK Ltd
UNCHANGED359,410359,41000%$14.5M$14.5M+$35.9K2026-10-15
Assetmark, Inc
DECREASED332,552342,445-9,893-3%$13.8M$13.4M-$365.3K2026-10-21
Calamos Advisors LLC
UNCHANGED316,100316,10000%$12.7M$12.8M+$31.6K2026-11-02
Stablepoint Partners, LLC
INCREASED293,938269,885+24,053+9%$10.9M$11.9M+$998.5K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED287,299272,468+14,831+5%$11.0M$11.6M+$626.3K2026-10-30
Country Trust Bank
INCREASED285,418278,522+6,896+2%$11.2M$11.5M+$306.4K2026-10-30
Fragasso Financial Advisors Inc
INCREASED276,450267,428+9,022+3%$10.8M$11.1M+$346.9K2026-10-13
Horizon Financial Services, LLC
DECREASED258,164258,638-4740%$10.4M$10.4M+$6.7K2026-11-04
KMG Fiduciary Partners, LLC
DECREASED255,763260,160-4,397-2%$10.5M$10.3M-$151.6K2026-10-14
Independent Financial Group, LLC
DECREASED245,642269,167-23,525-9%$10.8M$9.9M-$923.2K2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED225,970124,429+101,541+82%$5.0M$9.1M+$4.1M2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED224,312209,986+14,326+7%$8.5M$9.1M+$599.6K2026-10-13
Summit Global Investments
INCREASED211,860199,604+12,256+6%$8.0M$8.6K-$8.0M2026-10-28
Matthew Goff Investment Advisor, LLC
DECREASED209,661211,865-2,204-1%$8.5M$8.5M-$67.8K2026-10-13
Zega Investments, LLC
DECREASED188,627199,821-11,194-6%$8.1M$7.6M-$432.1K2026-11-04
Commonwealth Equity Services, LLC
DECREASED179,345215,406-36,061-17%$8.7M$7.2M-$1.4M2026-11-02
Plan Group Financial, LLC
INCREASED176,280160,458+15,822+10%$6.5M$7.0M+$570.5K2026-10-22
Clear Creek Financial Management, LLC
INCREASED168,1015,382+162,719+3023%$216.9K$6.8M+$6.6M2026-10-28
Bank of New York Mellon Corp
INCREASED165,56173,264+92,297+126%$3.0M$6.7M+$3.7M2026-11-05
Moulton Wealth Management, Inc
NEW164,332—+164,332——$6.6M—2026-10-13
Simplicity Wealth,LLC
INCREASED160,004159,229+775+0%$6.4M$6.5M+$47.3K2026-10-23
Live Oak Investment Partners
INCREASED158,876157,789+1,087+1%$6.4M$6.4M+$59.7K2026-10-23
Blueline Advisors LLC
DECREASED151,626153,628-2,002-1%$6.2M$6.1M-$65.5K2026-10-15
Wedbush Securities Inc
DECREASED147,618171,603-23,985-14%$6.9M$6.0K-$6.9M2026-10-22
Vertrix Wealth Management, LLC
INCREASED146,657146,567+90+0%$5.9M$5.9M+$18.3K2026-10-13
Oppenheimer & Co Inc
DECREASED144,296146,130-1,834-1%$5.9M$5.8M-$59.5K2026-10-26
Rainey & Randall Wealth Advisors Inc.
INCREASED140,663139,709+954+1%$5.6M$5.7M+$52.5K2026-10-26
Aspire Private Capital, LLC
DECREASED140,179140,554-3750%$5.7M$5.7M-$1.1K2026-11-05
Prudent Man Advisors, LLC
INCREASED135,750135,100+650+0%$5.4M$5.5M+$39.8K2026-11-03
Windsor Capital Management, LLC
INCREASED129,608126,416+3,192+3%$5.1M$5.2M+$141.5K2026-10-13
Americana Partners, LLC
INCREASED129,352106,806+22,546+21%$4.3M$5.2M+$921.3K2026-10-28
Liberty Atlantic Advisors LLC
INCREASED119,681101,900+17,781+17%$4.1M$4.8M+$728.4K2026-10-14
Courier Capital LLC
DECREASED112,658121,017-8,359-7%$4.9M$4.6M-$325.5K2026-10-19
Park Avenue Securities LLC
INCREASED112,254106,808+5,446+5%$4.3M$4.5K-$4.3M2026-10-26
Sage Advisory Services, Ltd.Co.
INCREASED99,04542,865+56,180+131%$1.7M$4.0M+$2.3M2026-10-29
Creative Financial Designs Inc
INCREASED94,19113,455+80,736+600%$542.1K$3.8M+$3.3M2026-11-04
S&A Financial Services, Inc.
DECREASED89,899117,121-27,222-23%$4.7M$3.6M-$1.1M2026-11-03
Nilsine Partners, LLC
INCREASED88,79586,593+2,202+3%$3.5M$3.6M+$97.6K2026-11-02
Curated Wealth Partners LLC
NEW88,167—+88,167——$3.6M—2026-10-15
Prospera Financial Services Inc
DECREASED81,41886,417-4,999-6%$3.5M$3.3M-$218.5K2026-11-04
Adell Harriman & Carpenter Inc
DECREASED79,79882,023-2,225-3%$3.3M$3.2M-$81.7K2026-11-02
Cadent Capital Advisors, LLC
DECREASED78,13578,264-1290%$3.2M$3.2M+$2.6K2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED77,51177,044+467+1%$3.1M$3.1M+$26.6K2026-10-21
Romano Brothers and Company
DECREASED74,51074,665-1550%$3.0M$3.0M+$1.2K2026-10-22
Ascentis Independent Advisors
INCREASED72,15918,851+53,308+283%$759.6K$2.9M+$2.2M2026-11-03
Integrated Advisors Network LLC
DECREASED69,49569,620-1250%$2.8M$2.8M+$1.9K2026-10-20
Friedenthal Financial
INCREASED67,22858,748+8,480+14%$2.4M$2.7M+$348.4K2026-10-27
Heritage Wealth Management, Inc.
INCREASED66,48557,620+8,865+15%$2.3M$2.7M+$363.8K2026-10-27
J.Safra Asset Management Corp
INCREASED66,17161,183+4,988+8%$2.5M$2.7M+$207.6K2026-11-03
Strategic Blueprint, LLC
DECREASED65,814109,356-43,542-40%$4.4M$2.7M-$1.7M2026-10-22
Raleigh Capital Management Inc.
INCREASED65,42861,072+4,356+7%$2.5M$2.6M+$182.0K2026-10-28
Albion Financial Group
INCREASED62,28561,511+774+1%$2.5M$2.5M+$37.4K2026-10-21
AXS Investments LLC
INCREASED61,25842,720+18,538+43%$1.7M$2.5M+$753.0K2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED59,52771,343-11,816-17%$2.9M$2.4M-$470.1K2026-11-05
Landmark Wealth Management, Inc.
DECREASED57,85658,697-841-1%$2.4M$2.3M-$28.1K2026-11-04
Aspetuck Financial Management LLC
DECREASED57,32258,187-865-1%$2.3M$2.3M-$29.1K2026-11-04
Apella Capital, LLC
INCREASED57,24754,830+2,417+4%$2.2M$2.3M+$93.9K2026-10-08
Sumitomo Mitsui Trust Group, Inc.
DECREASED56,08757,694-1,607-3%$2.3M$2.3M-$59.1K2026-10-29
International Assets Investment Management, LLC
INCREASED53,42750,907+2,520+5%$2.0M$2.1M+$108.4K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED52,80336,393+16,410+45%$1.5M$2.1M+$666.4K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED52,35449,004+3,350+7%$2.0M$2.1M+$126.8K2026-10-13
Nottingham Advisors, Inc.
INCREASED51,27745,201+6,076+13%$1.8M$2.1M+$241.0K2026-10-29
TradeWell Securities, Llc.
INCREASED49,73043,018+6,712+16%$1.7M$2.0M+$275.4K2026-10-21
Hibernia Wealth Partners, LLC
INCREASED48,96043,629+5,331+12%$1.8M$2.0M+$219.7K2026-10-29
Sagace Wealth Management LLC
INCREASED46,42230,008+16,414+55%$1.2M$1.9M+$666.0K2026-10-28
Sigma Planning Corp
INCREASED45,99942,978+3,021+7%$1.7M$1.9M+$126.3K2026-10-23
Farther Finance Advisors, LLC
INCREASED45,81645,297+519+1%$1.8M$1.9M+$25.7K2026-10-08
Brookstone Capital Management
INCREASED45,40523,690+21,715+92%$954.5K$1.8M+$879.5K2026-10-22
City Center Advisors, LLC
INCREASED43,13736,413+6,724+18%$1.5M$1.7M+$275.2K2026-10-08
Sovran Advisors, LLC
INCREASED42,25639,142+3,114+8%$1.6M$1.7M+$118.0K2026-11-02
Signal Advisors Wealth, LLC
INCREASED41,16736,659+4,508+12%$1.5M$1.7M+$185.7K2026-10-13
Kestra Advisory Services, LLC
DECREASED39,92743,282-3,355-8%$1.7M$1.6M-$131.2K2026-11-02
Central Trust Co
INCREASED39,54037,282+2,258+6%$1.5M$1.6M+$94.9K2026-11-05
Investors Research Corp
DECREASED38,76240,057-1,295-3%$1.6M$1.6M-$48.3K2026-10-07
Capital Investment Advisors, LLC
DECREASED38,45239,623-1,171-3%$1.6M$1.6M-$43.4K2026-10-22
Great Waters Wealth Management
INCREASED38,41037,787+623+2%$1.5M$1.6M+$29.0K2026-10-07
Partners Wealth Management, LLC
NEW34,583—+34,583——$1.4M—2026-10-28
Black Diamond Financial, LLC
DECREASED33,65037,376-3,726-10%$1.5M$1.4M-$146.8K2026-10-26
Fifth Third Bancorp
INCREASED33,56728,023+5,544+20%$1.1M$1.4M+$226.7K2026-11-05
Capstone Wealth Management Group, Inc.
DECREASED32,71532,915-200-1%$1.3M$1.3M-$4.8K2026-10-19
RFG Advisory, LLC
INCREASED32,31827,638+4,680+17%$1.1M$1.3M+$191.8K2026-11-03
Perigon Wealth Management, LLC
DECREASED31,88548,570-16,685-34%$2.0M$1.3M-$669.1K2026-10-22
Curtis Advisory Group, LLC
DECREASED31,52932,527-998-3%$1.3M$1.3M-$37.1K2026-10-28
North Forty Two & Co.
DECREASED30,98237,124-6,142-17%$1.5M$1.3M-$244.4K2026-10-19
Shum Financial Group, Inc.
INCREASED30,58530,281+304+1%$1.2M$1.2M+$15.3K2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED29,43930,953-1,514-5%$1.2M$1.2M-$58.1K2026-10-29
D.A. Davidson & Co.
INCREASED28,83827,925+913+3%$1.1M$1.2M+$39.7K2026-10-28
Csenge Advisory Group
DECREASED28,43329,442-1,009-3%$1.2M$1.1M-$37.8K2026-11-04
Aegon USA Investment Management, LLC
UNCHANGED26,30026,30000%$1.1M$1.1M+$2.6K2026-10-30
Ascent Group, LLC
INCREASED25,97023,441+2,529+11%$944.4K$1.0M+$104.5K2026-10-30
Concord Wealth Partners
DECREASED25,80032,918-7,118-22%$1.3M$1.0M-$284.2K2026-11-02
Stableford Capital II LLC
DECREASED25,53030,184-4,654-15%$1.2M$1.0M-$185.0K2026-10-09
Valeo Financial Advisors, LLC
INCREASED25,07224,840+232+1%$1.0M$1.0M+$11.9K2026-10-08
Lanark Financial, Inc.
DECREASED24,96259,792-34,830-58%$2.4M$1.0M-$1.4M2026-10-26
Lido Advisors, LLC
INCREASED24,84624,339+507+2%$980.7K$1.0M+$22.9K2026-11-04
Truist Financial Corp
DECREASED24,36425,358-994-4%$1.0M$984.1K-$37.6K2026-10-30
Joel Isaacson & Co., LLC
DECREASED23,16427,562-4,398-16%$1.1M$935.6K-$174.9K2026-11-05
Richardson Financial Services Inc.
DECREASED22,85123,992-1,141-5%$966.6K$923.0K-$43.7K2026-10-30
Tactive Advisors, LLC
DECREASED22,76929,538-6,769-23%$1.2M$919.6K-$270.4K2026-10-08
Opulen Financial Group LLC
DECREASED21,71123,693-1,982-8%$954.6K$876.9K-$77.7K2026-10-22
Naples Global Advisors, LLC
DECREASED21,05522,595-1,540-7%$910.4K$850.4K-$59.9K2026-11-05
Flagstar Securities, Inc
DECREASED20,75723,548-2,791-12%$948.8K$838.4K-$110.4K2026-10-15
Virtue Capital Management, LLC
NEW19,536—+19,536——$789.1K—2026-10-29
First City Capital Management, Inc.
DECREASED18,97519,362-387-2%$780.1K$766.4K-$13.7K2026-10-27
WealthPoint Financial, LLC
INCREASED18,47317,544+929+5%$706.8K$746.1K+$39.3K2026-11-03
Parallel Advisors, LLC
DECREASED17,10421,345-4,241-20%$860.0K$690.8K-$169.2K2026-11-03
Legacy Wealth Partners, LLC
INCREASED17,00013,786+3,214+23%$555.4K$686.6K+$131.2K2026-10-15
Lockerman Financial Group, Inc.
INCREASED16,90414,628+2,276+16%$589.4K$682.7K+$93.4K2026-10-19
SBI Securities Co., Ltd.
INCREASED16,81115,741+1,070+7%$634.2K$679.0K+$44.8K2026-10-22
Spire Wealth Management
INCREASED16,17615,230+946+6%$613.6K$653.3K+$39.7K2026-10-30
Koshinski Asset Management, Inc.
DECREASED16,14216,629-487-3%$670.0K$652.0K-$18.0K2026-10-29
21 West Wealth Management LLC
DECREASED15,97716,653-676-4%$670.9K$645.3K-$25.6K2026-10-13
Florin Court Capital LLP
NEW15,100—+15,100——$609.9K—2026-11-02
International Private Wealth Advisors LLC
DECREASED14,74315,280-537-4%$615.6K$595.5K-$20.2K2026-11-05
Atria Investments, Inc
INCREASED14,15914,075+84+1%$567.1K$571.9K+$4.8K2026-10-15
Primoris Wealth Advisors, LLC
INCREASED13,84013,837+3+0%$557.5K$559.0K+$1.5K2026-10-28
Quartz Partners, LLC
DECREASED13,39513,542-147-1%$545.6K$541.0K-$4.6K2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
INCREASED12,93712,860+77+1%$518.1K$522.5K+$4.4K2026-11-02
Value Investment Professionals, LLC
NEW12,603—+12,603——$509.0K—2026-10-13
BlueChip Wealth Advisors LLC
INCREASED12,2009,127+3,073+34%$367.7K$492.8K+$125.0K2026-11-03
Compound Planning, Inc.
INCREASED11,97111,855+116+1%$477.6K$483.5K+$5.9K2026-11-05
South Shore Capital Advisors
NEW11,672—+11,672——$471.4K—2026-10-20
Dynamic Advisor Solutions LLC
INCREASED11,54110,053+1,488+15%$405.1K$466.2K+$61.1K2026-10-13
Refined Wealth Management
DECREASED11,28911,411-122-1%$459.7K$455.9K-$3.8K2026-10-13
PFG Advisors
INCREASED11,28210,765+517+5%$433.7K$455.7K+$22.0K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED11,17411,037+137+1%$444.7K$451.3K+$6.7K2026-11-05
Aletheian Wealth Advisors LLC
INCREASED11,11711,004+113+1%$443.4K$449.0K+$5.7K2026-10-08
Investment Planning Advisors, Inc.
INCREASED11,11011,052+58+1%$445.3K$448.7K+$3.4K2026-10-14
Advisory Solutions Group, LLC
NEW11,104—+11,104——$448.5K—2026-10-14
Concord Asset Management, LLC
INCREASED11,0328,362+2,670+32%$336.9K$445.6K+$108.7K2026-11-02
NTV Asset Management LLC
DECREASED10,95011,900-950-8%$479.5K$442.3K-$37.2K2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED10,85310,85300%$437.3K$438.4K+$1.1K2026-10-09
Optima Capital LLC
DECREASED10,80011,686-886-8%$470.8K$436.2K-$34.6K2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED10,7797,991+2,788+35%$321.2K$435.4K+$114.2K2026-10-13
Thryve Wealth Management LLC
DECREASED10,75615,048-4,292-29%$606.3K$434.4K-$171.8K2026-10-09
Shepherd Financial Partners LLC
DECREASED10,67512,405-1,730-14%$499.8K$431.2K-$68.6K2026-11-03
Axxcess Wealth Management, LLC
DECREASED10,63731,942-21,305-67%$1.3M$429.6K-$857.3K2026-10-21
Crestwood Advisors Group, LLC
INCREASED10,2445,761+4,483+78%$232.1K$413.8K+$181.6K2026-10-27
Cullen T Bankers, Inc.
DECREASED9,93014,461-4,531-31%$582.6K$401.1K-$181.5K2026-10-28
Endowment Wealth Management, Inc.
INCREASED9,7637,696+2,067+27%$310.1K$394.3K+$84.3K2026-11-03
Royal Fund Management, LLC
INCREASED9,7387,353+2,385+32%$296.3K$393.3K+$97.1K2026-10-22
Wealth Effects LLC
NEW9,700—+9,700——$391.8K—2026-10-23
Huntleigh Advisors, Inc.
DECREASED9,4499,609-160-2%$387.1K$381.6K-$5.5K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED9,1778,831+346+4%$355.8K$370.7K+$14.9K2026-10-15
Planned Solutions, Inc.
INCREASED9,1298,217+912+11%$331.1K$368.7K+$37.7K2026-10-19
Balefire, LLC
INCREASED9,0868,972+114+1%$361.5K$367.0K+$5.5K2026-10-09
CGN Advisors LLC
INCREASED9,0218,968+53+1%$361.3K$364.4K+$3.0K2026-10-21
Wavvest Wealth LLC
NEW8,952—+8,952——$361.6K—2026-10-21
Auour Investments LLC
DECREASED8,7069,132-426-5%$367.9K$351.6K-$16.3K2026-10-28
Chicago Partners Investment Group LLC
INCREASED8,6228,609+13+0%$346.9K$343.1K-$3.7K2026-10-27
Stronghold Wealth Management L.L.C.
INCREASED8,4886,608+1,880+28%$266.2K$342.8K+$76.6K2026-10-16
Citigroup Inc
INCREASED8,2245,222+3,002+57%$210.4K$332.2K+$121.8K2026-11-04
Worth Financial Advisory Group, LLC
DECREASED8,0658,254-189-2%$332.6K$325.7K-$6.8K2026-10-19
Verus Capital Partners, LLC
DECREASED7,9398,568-629-7%$345.2K$320.6K-$24.5K2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW7,757—+7,757——$311.7K—2026-10-15
Parsons Capital Management Inc
DECREASED7,67111,346-3,675-32%$457.1K$309.8K-$147.3K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED7,4939,038-1,545-17%$364.2K$302.6K-$61.5K2026-10-23
Brown, Lisle Ings, Inc.
INCREASED7,4267,107+319+4%$286.3K$299.9K+$13.6K2026-10-16
Wetzel Investment Advisors, Inc.
DECREASED7,3248,107-783-10%$326.6K$295.8K-$30.8K2026-10-13
Sowell Financial Services LLC
INCREASED7,3076,740+567+8%$271.6K$295.1K+$23.6K2026-10-23
HB Wealth Management, LLC
INCREASED7,2867,218+68+1%$290.8K$294.3K+$3.5K2026-10-23
Midwest Trust Co
UNCHANGED7,2867,28600%$293.6K$294.3K+$7292026-10-22
Outlook Wealth Advisors, LLC
INCREASED7,1997,069+130+2%$284.4K$290.8K+$6.4K2026-10-28
Diversified Enterprises, LLC
NEW7,074—+7,074——$285.7K—2026-10-19
Accel Wealth Management
DECREASED6,9777,200-223-3%$290.1K$281.8K-$8.2K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED6,9026,90200%$278.1K$278.8K+$6902026-10-27
Capital Advisors Wealth Management, LLC
DECREASED6,8906,918-280%$278.7K$278.3K-$4362026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED6,8376,83700%$275.5K$275.5K$02026-11-03
Transce3nd, LLC
NEW6,716—+6,716——$268.2K—2026-10-26
Wealthcare Advisory Partners LLC
DECREASED6,6676,726-59-1%$271.0K$269.3K-$1.7K2026-10-21
Balboa Wealth Partners
DECREASED6,5816,735-154-2%$271.4K$265.8K-$5.5K2026-10-20
Elco Management Co., LLC
DECREASED6,5007,000-500-7%$282.0K$262.5K-$19.5K2026-10-14
M Holdings Securities, Inc.
NEW6,245—+6,245——$249—2026-11-03
Sterling Investment Counsel, LLC
INCREASED6,1666,160+6+0%$248.2K$249.0K+$8592026-10-19
Mirador Capital Partners LP
DECREASED6,1556,493-338-5%$261.6K$248.6K-$13.0K2026-10-09
Private Trust Co NA
INCREASED6,1505,705+445+8%$229.9K$248.4K+$18.5K2026-10-20
Nordwand Advisors, LLC
UNCHANGED6,1276,12700%$246.9K$247.5K+$6132026-11-05
RFG Holdings, Inc.
UNCHANGED5,9965,99600%$241.6K$242.2K+$5992026-10-30
MGO One Seven LLC
DECREASED5,7635,830-67-1%$234.9K$232.8K-$2.1K2026-10-28
Global Financial Private Client, LLC
DECREASED5,4935,521-28-1%$222.4K$221.9K-$5792026-10-15
IFP Advisors, Inc
INCREASED5,4133,461+1,952+56%$139.4K$218.6K+$79.2K2026-10-16
Apollon Wealth Management, LLC
DECREASED5,4055,839-434-7%$235.2K$218.3K-$16.9K2026-10-23
J2 Capital Management Inc
INCREASED5,3745,323+51+1%$214.5K$217.1K+$2.6K2026-10-19
Bailard, Inc.
UNCHANGED5,1665,16600%$208.1K$208.7K+$5172026-10-13
USAdvisors Wealth Management, LLC
DECREASED5,1265,399-273-5%$217.0K$207-$216.8K2026-10-21
Patten Group, Inc.
DECREASED5,1106,725-1,615-24%$270.9K$206.4K-$64.6K2026-10-26
Reicon Wealth Advisors, LLC
NEW5,104—+5,104——$206.2K—2026-11-04
Mlp3, LLC
UNCHANGED5,0005,00000%$201.5K$202.0K+$5002026-10-22
Yankcom Partnership
UNCHANGED2,9362,93600%$118.3K$118.6K+$2942026-10-15
TD Waterhouse Canada Inc.
INCREASED2,7972,764+33+1%$110.7K$112.4K+$1.7K2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED2,5862,58600%$104.2K$104.4K+$2592026-10-23
EverSource Wealth Advisors, LLC
INCREASED2,2541,212+1,042+86%$48.8K$91.0K+$42.2K2026-11-04
Jacobi Capital Management LLC
NEW1,863—+1,863——$75.3K—2026-11-05
Triumph Capital Management
INCREASED1,7331,345+388+29%$54.2K$70.0K+$15.8K2026-10-14
Trust Co of Vermont
UNCHANGED1,4121,41200%$56.9K$57.0K+$1422026-10-21
CX Institutional
DECREASED1,2513,056-1,805-59%$123$51-$722026-10-02
Beacon Financial Strategies Corp
INCREASED1,004925+79+9%$37.3K$40.6K+$3.3K2026-10-14
PFS Partners, LLC
UNCHANGED87487400%$35.2K$35.3K+$872026-10-21
Rakuten Securities, Inc.
INCREASED832783+49+6%$31.5K$33.6K+$2.1K2026-11-02
Essential Investment Partners LLC
NEW720—+720——$29.1K—2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED70370300%$28.3K$28.4K+$712026-10-07
Elevation Wealth Partners, LLC
NEW680—+680——$27.5K—2026-10-07
Buck Wealth Strategies, LLC
INCREASED675434+241+56%$17.5K$27.3K+$9.8K2026-10-28
Mather Group, Llc.
NEW480—+480——$19.4K—2026-10-14
Eastern Bank
UNCHANGED39539500%$15.9K$16.0K+$402026-10-05
Pinnacle Wealth Planning Services, Inc.
DECREASED3652,347-1,982-84%$94.6K$14.7K-$79.8K2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED30630600%$12.3K$12.4K+$302026-10-13
Center for Financial Planning, Inc.
NEW250—+250——$10.1K—2026-10-26
City Holding Co
UNCHANGED20020000%$8.1K$8.1K+$182026-10-19
NBH Bank
NEW161—+161——$6.5K—2026-11-05
Lloyd Advisory Services, Llc.
INCREASED15498+56+57%$3.9K$6.2K+$2.3K2026-11-02
Southern Michigan Bank & Trust
NEW153—+153——$6.2K—2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED13313300%$5.4K$5.4K+$132026-10-23
CoreCap Advisors, LLC
DECREASED120121-1-1%$4.9K$4.9K+$132026-10-08
Signature Equity Partners, LLC
INCREASED11552+63+121%$2.1K$4.6K+$2.5K2026-10-29
Compass Financial Management LLC
DECREASED101413-312-76%$16.6K$4.1K-$12.6K2026-10-30
Rossby Financial, LCC
INCREASED8982+7+9%$3.3K$3.6K+$2912026-11-05
Hughes Financial Services, LLC
UNCHANGED888800%$3.5K$3.5K-$112026-10-30
Kingdom Financial Group Llc.
DECREASED7986-7-8%$3.5K$3.2K-$2932026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED757500%$3$3$02026-10-27
Reap Financial Group, LLC
UNCHANGED707000%$2.8K$2.8K+$72026-11-02
Covestor Ltd
INCREASED6968+1+1%$3$3$02026-10-30
Evolution Wealth Management Inc.
UNCHANGED676700%$2.7K$2.7K+$72026-10-28
Wilkerson Advisory Group LLC
INCREASED5958+1+2%$2.4K$2.4K+$482026-10-20
Signaturefd, LLC
INCREASED5554+1+2%$2.2K$2.2K+$422026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED4845+3+7%$1.8K$1.9K+$1262026-11-02
Provenance Wealth Advisors, LLC
NEW39—+39——$1.6K—2026-10-30
Markowski Investments
NEW32—+32——$1.3K—2026-10-30
JFS Wealth Advisors, LLC
NEW22—+22——$889—2026-11-03
Fairman Group, LLC
UNCHANGED121200%$483$485+$22026-10-26
Key Capital Management, Inc
INCREASED86+2+33%$242$323+$812026-11-03
Networth Advisors, LLC
NEW6—+6——$242—2026-11-03
WPG Advisers, LLC
UNCHANGED5500%$201$202+$12026-10-27
Lodestone Wealth Management LLC
UNCHANGED2200%$81$81$02026-10-14
Root Financial Partners, LLC
NEW1—+1——$21—2026-10-21
Jefferies Financial Group Inc.
CLOSED0102,348-102,348-100%$4.1M$0-$4.1M2026-11-05
Hofer & Associates. Inc
CLOSED093,745-93,745-100%$3.8M$0-$3.8M2026-10-13
Dumont & Blake Investment Advisors LLC
CLOSED049,908-49,908-100%$2.0M$0-$2.0M2026-10-28
Cynosure Group, LLC
CLOSED018,636-18,636-100%$750.8K$0-$750.8K2026-11-03
Samalin Investment Counsel, LLC
CLOSED010,774-10,774-100%$434.1K$0-$434.1K2026-10-23
Soltis Investment Advisors LLC
CLOSED010,383-10,383-100%$418.3K$0-$418.3K2026-10-28
Mascoma Wealth Management LLC
CLOSED08,470-8,470-100%$341.3K$0-$341.3K2026-10-23
AlphaStar Capital Management, LLC
CLOSED07,546-7,546-100%$304.0K$0-$304.0K2026-10-16
Pinion Investment Advisors, LLC
CLOSED05,309-5,309-100%$213.9K$0-$213.9K2026-11-04
Ridgeline Wealth Planning, LLC
CLOSED05,248-5,248-100%$211.4K$0-$211.4K2026-10-29
First Citizens Bank & Trust Co
CLOSED05,131-5,131-100%$206.7K$0-$206.7K2026-10-14
Cornerstone Planning Group LLC
CLOSED01,147-1,147-100%$46.3K$0-$46.3K2026-10-16
AdvisorNet Financial, Inc
CLOSED01,110-1,110-100%$44.7K$0-$44.7K2026-10-15
MCF Advisors LLC
CLOSED01,080-1,080-100%$43.5K$0-$43.5K2026-10-28
Farmers & Merchants Investments Inc
CLOSED0108-108-100%$4.4K$0-$4.4K2026-10-22
US Bancorp \de\
CLOSED019-19-100%$766$0-$7662026-11-05
Morgan Stanley
N/A—7,597,224-7,597,224-100%$306.1M———
Bank of America Corp
N/A—7,466,384-7,466,384-100%$300.8M———
Arizona Psprs Trust
N/A—6,470,566-6,470,566-100%$260.7M———
Liberty Mutual Group Asset Management Inc.
N/A—4,699,823-4,699,823-100%$189.4M———
State of Tennessee, Department of Treasury
N/A—4,414,977-4,414,977-100%$177.9M———
Ensign Peak Advisors, Inc
N/A—4,000,098-4,000,098-100%$161.2M———
LPL Financial LLC
N/A—3,586,924-3,586,924-100%$144.5M———
State Street Corp
N/A—3,509,642-3,509,642-100%$141.4M———
Royal Bank of Canada
N/A—2,607,022-2,607,022-100%$105.0M———
UBS Group AG
N/A—2,519,303-2,519,303-100%$101.5M———
Advisory Alpha, LLC
N/A—2,246,592-2,246,592-100%$90.5M———
Wells Fargo & Company
N/A—2,195,295-2,195,295-100%$88.4M———
BlackRock, Inc.
N/A—1,803,154-1,803,154-100%$72.6M———
1832 Asset Management L.P.
N/A—1,661,384-1,661,384-100%$66.9M———
Goldman Sachs Group Inc
N/A—1,653,488-1,653,488-100%$66.6M———
Symetra Investment Management Co
N/A—1,554,851-1,554,851-100%$62.6M———
JPMorgan Chase & Co
N/A—1,383,526-1,383,526-100%$55.6M———
Aristotle Pacific Capital, LLC
N/A—1,367,066-1,367,066-100%$54.9M———
Coppell Advisory Solutions LLC
N/A—1,248,706-1,248,706-100%$27.0M———
Horizon Investments, LLC
N/A—1,213,236-1,213,236-100%$48.3M———
Wellington Management Group LLP
N/A—1,174,850-1,174,850-100%$47.3M———
Envestnet Asset Management Inc
N/A—905,792-905,792-100%$36.5M———
CNO Financial Group, Inc.
N/A—862,000-862,000-100%$34.7M———
HighTower Advisors, LLC
N/A—777,643-777,643-100%$31.3M———
Raymond James Financial Inc
N/A—776,016-776,016-100%$31.3M———
Osborne Partners Capital Management, LLC
N/A—723,630-723,630-100%$29.2M———
Amundi
N/A—659,591-659,591-100%$26.6M———
Jane Street Group, LLC
N/A—638,836-638,836-100%$25.7M———
Blackstone Inc.
N/A—555,591-555,591-100%$22.4M———
Federated Hermes, Inc.
N/A—535,650-535,650-100%$21.6M———
Bramshill Investments, LLC
N/A—473,743-473,743-100%$19.1M———
Cetera Investment Advisers
N/A—462,910-462,910-100%$18.7M———
Stifel Financial Corp
N/A—448,972-448,972-100%$18.1M———
Envestnet Portfolio Solutions, Inc.
N/A—425,289-425,289-100%$17.1M———
Osaic Holdings, Inc.
N/A—392,272-392,272-100%$15.8M———
Guggenheim Capital LLC
N/A—362,070-362,070-100%$14.6M———
Cerity Partners LLC
N/A—350,264-350,264-100%$14.1M———
Baird Financial Group, Inc.
N/A—303,914-303,914-100%$12.2M———
Victory Capital Management Inc
N/A—300,000-300,000-100%$12.1M———
Lord, Abbett & Co. LLC
N/A—291,156-291,156-100%$11.7M———
Ameritas Advisory Services, LLC
N/A—282,644-282,644-100%$11.4M———
Merit Financial Group, LLC
N/A—282,233-282,233-100%$11.4M———
Goldstone Financial Group, LLC
N/A—255,058-255,058-100%$10.3M———
Integrated Wealth Concepts LLC
N/A—228,380-228,380-100%$9.2M———
Neuberger Berman Group LLC
N/A—212,397-212,397-100%$8.6M———
Whitford Management LLC
N/A—212,000-212,000-100%$8.5M———
Janney Montgomery Scott LLC
N/A—192,437-192,437-100%$7.8M———
Sanctuary Advisors, LLC
N/A—173,417-173,417-100%$7.0M———
Palogic Value Management, L.P.
N/A—163,161-163,161-100%$6.6M———
CreativeOne Wealth, LLC
N/A—162,635-162,635-100%$6.6M———
Canal Capital Management, LLC
N/A—160,735-160,735-100%$6.5M———
Advisory Services Network, LLC
N/A—158,101-158,101-100%$6.4M———
Westview Management dba Westview Investment Advisors
N/A—157,912-157,912-100%$6.4M———
Manufacturers Life Insurance Company, the
N/A—150,114-150,114-100%$7.5M———
J Hagan Capital, Inc.
N/A—138,997-138,997-100%$5.6M———
Steward Partners Investment Advisory, LLC
N/A—136,428-136,428-100%$5.5M———
Captrust Financial Advisors
N/A—135,221-135,221-100%$5.4M———
NewSquare Capital LLC
N/A—125,902-125,902-100%$5.1M———
Maridea Wealth Management LLC
N/A—122,980-122,980-100%$5.0M———
Waverly Advisors, LLC
N/A—114,675-114,675-100%$4.6M———
Global Retirement Partners, LLC
N/A—113,959-113,959-100%$4.6M———
HRT Financial LP
N/A—112,801-112,801-100%$4.5M———
Equitable Holdings, Inc.
N/A—110,965-110,965-100%$4.5M———
Trivium Point Advisory, LLC
N/A—110,528-110,528-100%$4.5M———
City National Bank of Florida
N/A—105,545-105,545-100%$4.3M———
Petix & Botte Co
N/A—101,087-101,087-100%$4.1M———
Alteri Wealth LLC
N/A—100,915-100,915-100%$4.1M———
Principal Securities, Inc.
N/A—99,915-99,915-100%$4.0M———
NewEdge Advisors, LLC
N/A—98,568-98,568-100%$4.0M———
Money Concepts Capital Corp
N/A—95,244-95,244-100%$3.8M———
Western Wealth Management, LLC
N/A—94,309-94,309-100%$3.8M———
Mercer Global Advisors Inc
N/A—92,090-92,090-100%$3.7M———
Baker Avenue Asset Management, LP
N/A—90,219-90,219-100%$3.6M———
Ameriprise Financial Inc
N/A—88,508-88,508-100%$3.6M———
Wealth Management Associates, Inc.
N/A—86,264-86,264-100%$3.5M———
RPg Family Wealth Advisory, LLC
N/A—82,496-82,496-100%$3.3M———
Rockefeller Capital Management L.P.
N/A—80,789-80,789-100%$3.3M———
Two Sigma Securities, LLC
N/A—79,141-79,141-100%$3.2M———
Risk Paradigm Group, LLC
N/A—76,243-76,243-100%$3.1M———
Smartleaf Asset Management LLC
N/A—75,576-75,576-100%$3.0M———
MML Investors Services, LLC
N/A—75,160-75,160-100%$3.0M———
Bank of Montreal
N/A—72,012-72,012-100%$2.9M———
Clark Capital Management Group, Inc.
N/A—69,862-69,862-100%$2.8M———
Stephens Inc
N/A—67,630-67,630-100%$2.7M———
National Philanthropic Trust
N/A—67,629-67,629-100%$2.7M———
Mutual Advisors, LLC
N/A—64,614-64,614-100%$2.6M———
American Beacon Advisors, Inc.
N/A—64,500-64,500-100%$2.6M———
Foundations Investment Advisors, LLC
N/A—63,710-63,710-100%$2.6M———
Insigneo Advisory Services, LLC
N/A—63,303-63,303-100%$2.6M———
Vestmark Advisory Solutions, Inc.
N/A—63,127-63,127-100%$2.5M———
Kingsview Wealth Management, LLC
N/A—62,466-62,466-100%$2.5M———
Summit Financial, LLC
N/A—62,345-62,345-100%$2.5M———
Edgestream Partners, L.P.
N/A—62,312-62,312-100%$2.5M———
Bain Capital Credit, LP
N/A—60,136-60,136-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—59,664-59,664-100%$2.4M———
Stratos Wealth Partners, Ltd.
N/A—59,650-59,650-100%$2.4M———
Impact Partnership Wealth, LLC
N/A—57,494-57,494-100%$2.3M———
Capital Investment Management, Inc.
N/A—57,068-57,068-100%$2.3M———
Calton & Associates, Inc.
N/A—55,797-55,797-100%$2.2M———
L & S Advisors Inc
N/A—53,772-53,772-100%$2.2M———
Loomis Sayles & Co L P
N/A—53,700-53,700-100%$2.2M———
First Foundation Advisors
N/A—50,059-50,059-100%$2.0M———
Russell Investments Group, Ltd.
N/A—50,000-50,000-100%$2.0M———
MAI Capital Management
N/A—48,137-48,137-100%$1.9M———
First Trust Advisors LP
N/A—47,246-47,246-100%$1.9M———
Hamilton Capital Partners, LLC
N/A—45,273-45,273-100%$1.8M———
Gotham Asset Management, LLC
N/A—45,197-45,197-100%$1.8M———
AlTi Global, Inc.
N/A—44,000-44,000-100%$1.8M———
Partners Capital Investment Group, LLP
N/A—42,910-42,910-100%$1.7M———
Pallas Capital Advisors LLC
N/A—42,880-42,880-100%$1.7M———
Ashford Capital Management Inc
N/A—41,956-41,956-100%$1.7M———
&partners
N/A—41,632-41,632-100%$1.7M———
Webster Bank, N. A.
N/A—39,035-39,035-100%$1.6M———
Private Advisor Group, LLC
N/A—39,006-39,006-100%$1.6M———
Drive Wealth Management, LLC
N/A—38,950-38,950-100%$1.6M———
Strategic Financial Concepts, LLC
N/A—38,519-38,519-100%$1.6M———
Scotia Capital Inc.
N/A—37,945-37,945-100%$1.5M———
Harbour Investments, Inc.
N/A—35,525-35,525-100%$1.4M———
Napier Financial, LLC
N/A—33,506-33,506-100%$1.3M———
IHT Wealth Management, LLC
N/A—31,492-31,492-100%$1.3M———
Sachetta, LLC
N/A—30,393-30,393-100%$1.2M———
AE Wealth Management LLC
N/A—29,019-29,019-100%$1.2M———
Garden State Investment Advisory Services LLC
N/A—28,420-28,420-100%$1.1M———
WCG Wealth Advisors LLC
N/A—27,968-27,968-100%$1.1M———
Mission Hills Financial Advisory, LLC
N/A—26,001-26,001-100%$1.0M———
Jaffetilchin Investment Partners, LLC
N/A—25,446-25,446-100%$1.0M———
MetLife Investment Management, LLC
N/A—25,000-25,000-100%$1.0M———
Betterment LLC
N/A—24,930-24,930-100%$1.0M———
Orion Porfolio Solutions, LLC
N/A—24,333-24,333-100%$980.4K———
Susquehanna International Group, LLP
N/A—23,934-23,934-100%$964.3K———
Hillsdale Investment Management Inc.
N/A—23,590-23,590-100%$950.4K———
Continuum Advisory, LLC
N/A—23,473-23,473-100%$945.7K———
Qube Research & Technologies Ltd
N/A—22,455-22,455-100%$904.7K———
Savant Capital, LLC
N/A—22,306-22,306-100%$898.5K———
Prosperity Consulting Group, LLC
N/A—22,189-22,189-100%$894.0K———
SHP Wealth Management
N/A—21,718-21,718-100%$875.0K———
Advisors Asset Management, Inc.
N/A—21,522-21,522-100%$867.1K———
Perissos Private Wealth Management, LLC
N/A—20,998-20,998-100%$846.0K———
Darwin Wealth Management, LLC
N/A—19,728-19,728-100%$794.9K———
Novus Advisors, LLC
N/A—19,720-19,720-100%$794.5K———
Franklin Resources Inc
N/A—18,704-18,704-100%$753.6K———
Focus Partners Wealth
N/A—18,226-18,226-100%$734.3K———
Compass Financial Group, Inc.
N/A—17,974-17,974-100%$724.2K———
Heritage Trust Co
N/A—17,638-17,638-100%$710.6K———
IQ EQ Fund Management (Ireland) Ltd
N/A—17,501-17,501-100%$705.1K———
Hilltop Partners LLC
N/A—16,987-16,987-100%$684.4K———
Transamerica Financial Advisors, LLC
N/A—16,522-16,522-100%$665.7K———
BTS Asset Management, Inc.
N/A—16,379-16,379-100%$659.9K———
Invesco Ltd.
N/A—15,821-15,821-100%$637.4K———
Capital Analysts, LLC
N/A—15,782-15,782-100%$630.0K———
Geneos Wealth Management Inc.
N/A—15,177-15,177-100%$611.5K———
Advance Capital Management, Inc.
N/A—15,139-15,139-100%$610.0K———
HighPoint Advisor Group LLC
N/A—15,019-15,019-100%$605.1K———
PFG Investments, LLC
N/A—14,767-14,767-100%$595.0K———
Adams Wealth Management
N/A—14,758-14,758-100%$594.6K———
CacheTech Inc.
N/A—14,758-14,758-100%$594.6K———
Quantum Portfolio Management LLC
N/A—14,536-14,536-100%$585.7K———
FSB Premier Wealth Management, Inc.
N/A—14,388-14,388-100%$579.7K———
Ausdal Financial Partners, Inc.
N/A—14,377-14,377-100%$579.2K———
BFC Planning, Inc.
N/A—14,222-14,222-100%$573.0K———
Arete Wealth Advisors, LLC
N/A—14,166-14,166-100%$570.7K———
SageView Advisory Group, LLC
N/A—13,979-13,979-100%$563.2K———
Moors & Cabot, Inc.
N/A—13,960-13,960-100%$562.4K———
Aptus Capital Advisors, LLC
N/A—13,866-13,866-100%$558.7K———
Medallion Wealth Advisors, LLC
N/A—13,700-13,700-100%$552.0K———
Dimension Capital Management LLC
N/A—13,213-13,213-100%$532.4K———
Mariner, LLC
N/A—12,504-12,504-100%$503.8K———
Fortis Group Advisors, LLC
N/A—12,449-12,449-100%$501.6K———
Greenwich Wealth Management LLC
N/A—12,361-12,361-100%$498.0K———
Bank of Marin
N/A—12,200-12,200-100%$491.5K———
World Investment Advisors
N/A—11,345-11,345-100%$456.2K———
Fortis Capital Management LLC
N/A—11,124-11,124-100%$448.2K———
GE Investment Management Corp.
N/A—11,037-11,037-100%$444.7K———
Jones Financial Companies Lllp
N/A—10,827-10,827-100%$434.9K———
Brookwood Investment Group LLC
N/A—10,639-10,639-100%$428.6K———
Wealth Watch Advisors, Inc
N/A—10,256-10,256-100%$413.2K———
Sandro Wealth Management LLC
N/A—10,173-10,173-100%$409.9K———
Cumberland Partners Ltd
N/A—9,934-9,934-100%$400.2K———
Belpointe Asset Management LLC
N/A—9,495-9,495-100%$382.6K———
Gateway Wealth Partners, LLC
N/A—9,350-9,350-100%$376.7K———
Arax Advisory Partners
N/A—9,049-9,049-100%$364.6K———
Marshall Financial Group, LLC
N/A—8,561-8,561-100%$344.9K———
Advyzon Investment Management, LLC
N/A—8,119-8,119-100%$327.1K———
Kovack Advisors, Inc.
N/A—7,932-7,932-100%$317.7K———
Legacy Edge Advisors, LLC
N/A—7,816-7,816-100%$314.9K———
Clearstead Trust, LLC
N/A—7,700-7,700-100%$310.2K———
Allworth Financial LP
N/A—7,615-7,615-100%$306.8K———
Navis Wealth Advisors, LLC
N/A—7,500-7,500-100%$302.2K———
Savvy Advisors, Inc.
N/A—7,497-7,497-100%$302.1K———
Arkadios Wealth Advisors
N/A—7,170-7,170-100%$288.9K———
PCB Capital LLC
N/A—6,993-6,993-100%$281.7K———
CIBC Bancorp USA Inc.
N/A—6,755-6,755-100%$272.2K———
Madison Wealth Partners, Inc
N/A—6,689-6,689-100%$269.5K———
Tortoise Investment Management, LLC
N/A—6,580-6,580-100%$265.1K———
Stonebridge Financial Planning Group, LLC
N/A—6,380-6,380-100%$257.1K———
Commerce Bank
N/A—6,346-6,346-100%$255.7K———
Dakota Wealth Management
N/A—6,325-6,325-100%$254.8K———
Axis Wealth Partners, LLC
N/A—5,908-5,908-100%$238.0K———
One Capital Management, LLC
N/A—5,776-5,776-100%$231.9K———
NewEdge Wealth, LLC
N/A—5,736-5,736-100%$231.1K———
Octavia Wealth Advisors, LLC
N/A—5,679-5,679-100%$228.8K———
EWA, LLC
N/A—5,614-5,614-100%$226.2K———
XTX Topco Ltd
N/A—5,442-5,442-100%$219.3K———
Founders Financial Alliance, LLC
N/A—5,388-5,388-100%$217.1K———
Lifeworks Advisors, LLC
N/A—5,323-5,323-100%$214.5K———
Composition Wealth, LLC
N/A—5,295-5,295-100%$213.4K———
Advisors Capital Management, LLC
N/A—5,056-5,056-100%$203.7K———
GeoWealth Management, LLC
N/A—5,013-5,013-100%$202.0K———
Glen Eagle Advisors, LLC
N/A—4,955-4,955-100%$199.6K———
EP Wealth Advisors, LLC
N/A—3,901-3,901-100%$157.2K———
Security National Bank of Sioux City Iowa
N/A—3,445-3,445-100%$138.8K———
Strategic Investment Advisors / MI
N/A—3,354-3,354-100%$135.1K———
Northwestern Mutual Wealth Management Co
N/A—3,196-3,196-100%$128.8K———
SouthState Bank Corp
N/A—3,000-3,000-100%$120.9K———
Tower Research Capital LLC (TRC)
N/A—2,992-2,992-100%$120.5K———
Regatta Research & Money Management
N/A—2,433-2,433-100%$98.0K———
Richard W. Paul & Associates, LLC
N/A—2,047-2,047-100%$82.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,010-2,010-100%$81.0K———
Blair William & Co
N/A—1,771-1,771-100%$71.4K———
Ancora Advisors LLCA
N/A—1,540-1,540-100%$62.0K———
Colonial Trust Co / SC
N/A—1,500-1,500-100%$60.3K———
Nalls Sherbakoff Group, LLC
N/A—1,225-1,225-100%$49.4K———
Community Bank, N.A.
N/A—955-955-100%$38.5K———
Paladin Advisory Group, LLC
N/A—925-925-100%$37.3K———
Index Technologies Group LLC
N/A—618-618-100%$24.9K———
Strategic Wealth Partners, Ltd.
N/A—388-388-100%$15.6K———
Oakmont Advisory Group, LLC
N/A—322-322-100%$13.0K———
PNC Financial Services Group, Inc.
N/A—304-304-100%$12.2K———
Whittier Trust Co
N/A—204-204-100%$8.2K———
Hollencrest Capital Management
N/A—200-200-100%$8.1K———
Abound Financial, LLC
N/A—193-193-100%$7.8K———
Tidemark, LLC
N/A—127-127-100%$5.1K———
FMR LLC
N/A—122-122-100%$4.9K———
Vision Retirement, LLC
N/A—83-83-100%$3.3K———
Greykasell Wealth Strategies, Inc.
N/A—75-75-100%$3.0K———
BNP Paribas Financial Markets
N/A—62-62-100%$2.5K———
Ameriflex Group, Inc.
N/A—51-51-100%$2.1K———
Basepoint Wealth LLC
N/A—35-35-100%$1.4K———
Godfrey Financial Associates, Inc.
N/A—31-31-100%$1.2K———
IFG Advisory, LLC
N/A—25-25-100%$988———
Meramec Financial Planners, LLC
N/A—9-9-100%$364———
Addison Advisors LLC
N/A—3-3-100%$121———
Luken Investment Analytics, LLC
N/A—1-1-100%$20———
Showing 509 of 509 institutions