SS Ultra Short TM Bond ETF (ULST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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BIP Wealth, LLC

INCREASED

Shares705,431 from 665,102

Change+40,329 (+6%)

Value$28.4M (+$1.5M)

Filed 2026-10-22

Avestar Capital, LLC

DECREASED

Shares572,364 from 628,720

Change-56,356 (-9%)

Value$23.0M (-$2.4M)

Filed 2026-10-28

PTM Wealth Management, LLC

INCREASED

Shares536,379 from 515,263

Change+21,116 (+4%)

Value$21.5M (+$750.4K)

Filed 2026-10-23

Stablepoint Partners, LLC

INCREASED

Shares262,827 from 220,840

Change+41,987 (+19%)

Value$10.6M (+$1.7M)

Filed 2026-11-03

Orba Wealth Advisors, L.L.C.

DECREASED

Shares148,811 from 158,037

Change-9,226 (-6%)

Value$6.0M (-$399.7K)

Filed 2026-10-23

PW Nova Financial Services LLC

NEW

Shares132,746

Change+132,746

Value$5.3M

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares127,109 from 119,635

Change+7,474 (+6%)

Value$5.1M (+$281.8K)

Filed 2026-10-13

David Kennon Inc

INCREASED

Shares106,986 from 106,107

Change+879 (+1%)

Value$4.3M (+$16.3K)

Filed 2026-10-13

Verus Capital Partners, LLC

INCREASED

Shares73,295 from 72,332

Change+963 (+1%)

Value$2.9M (+$25.7K)

Filed 2026-11-03

BridgePort Financial Solutions, LLC

UNCHANGED

Shares68,829 from 68,829

Change0 (0%)

Value$2.8M (-$12.4K)

Filed 2026-11-02

Farther Finance Advisors, LLC

NEW

Shares55,682

Change+55,682

Value$2.2M

Filed 2026-10-08

Elmwood Wealth Management, Inc.

DECREASED

Shares49,757 from 49,849

Change-92 (0%)

Value$2.0M (-$12.7K)

Filed 2026-10-14

Global View Capital Management LLC

DECREASED

Shares42,365 from 45,931

Change-3,566 (-8%)

Value$1.7M (-$151.8K)

Filed 2026-10-28

CGN Advisors LLC

INCREASED

Shares34,944 from 32,562

Change+2,382 (+7%)

Value$1.4M (+$90.0K)

Filed 2026-10-21

Ameliora Wealth Management Ltd.

UNCHANGED

Shares27,767 from 27,767

Change0 (0%)

Value$1.1M (-$5.0K)

Filed 2026-10-23

Thrivent Financial for Lutherans

DECREASED

Shares24,167 from 45,432

Change-21,265 (-47%)

Value$970 (-$1.8M)

Filed 2026-11-05

Naples Global Advisors, LLC

UNCHANGED

Shares20,850 from 20,850

Change0 (0%)

Value$839.1K (-$3.8K)

Filed 2026-11-05

Wealthcare Advisory Partners LLC

INCREASED

Shares20,591 from 20,231

Change+360 (+2%)

Value$828.7K (+$10.9K)

Filed 2026-10-21

Compass Financial Management LLC

DECREASED

Shares19,865 from 22,594

Change-2,729 (-12%)

Value$799.5K (-$113.7K)

Filed 2026-10-30

G&S Capital LLC

DECREASED

Shares19,822 from 19,965

Change-143 (-1%)

Value$797.7K (-$9.4K)

Filed 2026-10-23

Fifth Third Securities, Inc.

INCREASED

Shares19,153 from 16,848

Change+2,305 (+14%)

Value$770.8K (+$89.7K)

Filed 2026-10-21

Salem Investment Counselors Inc

INCREASED

Shares18,871 from 18,396

Change+475 (+3%)

Value$759.5K (+$15.8K)

Filed 2026-10-13

Kingswood Wealth Advisors, LLC

INCREASED

Shares17,560 from 17,523

Change+37 (+0%)

Value$706.7K (-$1.7K)

Filed 2026-10-23

TKG Advisors, LLC

DECREASED

Shares13,956 from 14,161

Change-205 (-1%)

Value$561.7K (-$10.8K)

Filed 2026-11-02

McAdam, LLC

DECREASED

Shares13,877 from 15,852

Change-1,975 (-12%)

Value$558.5K (-$82.3K)

Filed 2026-10-21

Penobscot Investment Management Company, Inc.

UNCHANGED

Shares11,700 from 11,700

Change0 (0%)

Value$470.9K (-$2.1K)

Filed 2026-10-26

Vise Technologies, Inc.

INCREASED

Shares11,453 from 9,113

Change+2,340 (+26%)

Value$460.9K (+$92.5K)

Filed 2026-10-29

Gerber Kawasaki Wealth & Investment Management

NEW

Shares11,193

Change+11,193

Value$450.5K

Filed 2026-10-29

Oppenheimer & Co Inc

DECREASED

Shares10,351 from 11,350

Change-999 (-9%)

Value$416.6K (-$42.2K)

Filed 2026-10-26

Capstone Wealth Management Group, LLC

INCREASED

Shares10,332 from 9,294

Change+1,038 (+11%)

Value$420.4K (+$44.7K)

Filed 2026-11-05

Trilogy Capital Inc.

INCREASED

Shares10,194 from 10,125

Change+69 (+1%)

Value$410.3K (+$942)

Filed 2026-10-20

Catalyst Private Wealth, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$402.5K (-$1.8K)

Filed 2026-10-13

Savant Capital, LLC

DECREASED

Shares9,764 from 20,063

Change-10,299 (-51%)

Value$393.0K (-$418.9K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares9,625 from 10,252

Change-627 (-6%)

Value$387.4K (-$27.1K)

Filed 2026-11-02

Richardson Financial Services Inc.

UNCHANGED

Shares9,622 from 9,622

Change0 (0%)

Value$387.2K (-$1.7K)

Filed 2026-10-30

Golden State Wealth Management, LLC

DECREASED

Shares8,914 from 12,629

Change-3,715 (-29%)

Value$358.7K (-$151.8K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares8,541 from 9,744

Change-1,203 (-12%)

Value$343.7K (-$50.2K)

Filed 2026-11-05

Wisconsin Wealth Advisors, LLC

INCREASED

Shares8,098 from 7,196

Change+902 (+13%)

Value$325.9K (+$35.0K)

Filed 2026-10-08

Zega Investments, LLC

DECREASED

Shares7,280 from 8,037

Change-757 (-9%)

Value$293.0K (-$31.9K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares7,205 from 7,203

Change+2 (+0%)

Value$290.0K (-$1.2K)

Filed 2026-11-06

Kraft, Davis & Associates, LLC

DECREASED

Shares6,891 from 104,871

Change-97,980 (-93%)

Value$277.2K (-$4.0M)

Filed 2026-10-21

Winch Advisory Services, LLC

INCREASED

Shares6,070 from 6,008

Change+62 (+1%)

Value$244.3K (+$1.4K)

Filed 2026-11-06

Worth Asset Management, LLC

UNCHANGED

Shares5,931 from 5,931

Change0 (0%)

Value$238.7K (-$1.1K)

Filed 2026-10-07

Cape Investment Advisory, Inc.

INCREASED

Shares5,703 from 5,677

Change+26 (+0%)

Value$229.5K (-$9)

Filed 2026-10-13

Advisor Resource Council

DECREASED

Shares5,295 from 6,942

Change-1,647 (-24%)

Value$212.6K (-$67.4K)

Filed 2026-11-05

Lane Brothers & Co Inc

DECREASED

Shares4,978 from 5,024

Change-46 (-1%)

Value$200.3K (-$2.8K)

Filed 2026-11-02

Private Trust Co NA

UNCHANGED

Shares3,585 from 3,585

Change0 (0%)

Value$144.3K (-$646)

Filed 2026-10-20

CX Institutional

UNCHANGED

Shares985 from 985

Change0 (0%)

Value$40 ($0)

Filed 2026-10-02

Rossby Financial, LCC

NEW

Shares351

Change+351

Value$14.1K

Filed 2026-11-05

Assetmark, Inc

DECREASED

Shares210 from 389

Change-179 (-46%)

Value$8.5K (-$7.3K)

Filed 2026-10-21

Rydar Equities, Inc.

NEW

Shares182

Change+182

Value$7.3K

Filed 2026-10-13

Blue Trust, Inc.

DECREASED

Shares41 from 655

Change-614 (-94%)

Value$1.6K (-$24.9K)

Filed 2026-10-15

TD Waterhouse Canada Inc.

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$1.5K (-$6)

Filed 2026-10-16

WT Wealth Management

CLOSED

Shares0 from 79,331

Change-79,331 (-100%)

Value$0 (-$3.2M)

Filed 2026-10-13

Merit Financial Group, LLC

CLOSED

Shares0 from 5,203

Change-5,203 (-100%)

Value$0 (-$210.3K)

Filed 2026-11-06

United Advisor Group, LLC

CLOSED

Shares0 from 5,165

Change-5,165 (-100%)

Value$0 (-$208.8K)

Filed 2026-11-03

Bank of New York Mellon Corp

CLOSED

Shares0 from 5,005

Change-5,005 (-100%)

Value$0 (-$202.3K)

Filed 2026-11-05

Angeles Wealth Management, LLC

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$202.1K)

Filed 2026-10-26

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$526)

Filed 2026-10-07

LPL Financial LLC

N/A

Shares— from 1,384,703

Change-1,384,703 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 767,227

Change-767,227 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 357,933

Change-357,933 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 273,073

Change-273,073 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 272,455

Change-272,455 (-100%)

Value—

Norris Financial Group, LLC

N/A

Shares— from 123,113

Change-123,113 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 96,215

Change-96,215 (-100%)

Value—

UBS Group AG

N/A

Shares— from 73,963

Change-73,963 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 59,350

Change-59,350 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 56,596

Change-56,596 (-100%)

Value—

Cannon Wealth Management Services, LLC

N/A

Shares— from 53,709

Change-53,709 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 49,579

Change-49,579 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 48,492

Change-48,492 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 47,687

Change-47,687 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 41,720

Change-41,720 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 40,166

Change-40,166 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 38,364

Change-38,364 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 33,420

Change-33,420 (-100%)

Value—

Authentikos Wealth Advisory, LLC

N/A

Shares— from 30,602

Change-30,602 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 28,840

Change-28,840 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 28,296

Change-28,296 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 26,670

Change-26,670 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 24,700

Change-24,700 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 23,620

Change-23,620 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 22,154

Change-22,154 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 21,685

Change-21,685 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 21,250

Change-21,250 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 20,039

Change-20,039 (-100%)

Value—

Kirkwood Financial Services

N/A

Shares— from 19,824

Change-19,824 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 15,250

Change-15,250 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 13,302

Change-13,302 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 12,838

Change-12,838 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 12,025

Change-12,025 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 11,543

Change-11,543 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 11,220

Change-11,220 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 10,573

Change-10,573 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,046

Change-10,046 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 9,871

Change-9,871 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 9,706

Change-9,706 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 9,130

Change-9,130 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 8,955

Change-8,955 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,382

Change-7,382 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 7,211

Change-7,211 (-100%)

Value—

January Capital Advisors LLC

N/A

Shares— from 6,754

Change-6,754 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 6,690

Change-6,690 (-100%)

Value—

OakTrust Wealth Advisors, LLC

N/A

Shares— from 5,807

Change-5,807 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 5,709

Change-5,709 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 5,455

Change-5,455 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,443

Change-5,443 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,175

Change-2,175 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 1,901

Change-1,901 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,310

Change-1,310 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,309

Change-1,309 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,303

Change-1,303 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,120

Change-1,120 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,002

Change-1,002 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 771

Change-771 (-100%)

Value—

Collier Financial

N/A

Shares— from 530

Change-530 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 182

Change-182 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 126

Change-126 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
BIP Wealth, LLC	INCREASED	705,431	665,102	+40,329	+6%	$26.9M	$28.4M	+$1.5M	2026-10-22
Avestar Capital, LLC	DECREASED	572,364	628,720	-56,356	-9%	$25.4M	$23.0M	-$2.4M	2026-10-28
PTM Wealth Management, LLC	INCREASED	536,379	515,263	+21,116	+4%	$20.8M	$21.5M	+$750.4K	2026-10-23
Stablepoint Partners, LLC	INCREASED	262,827	220,840	+41,987	+19%	$8.9M	$10.6M	+$1.7M	2026-11-03
Orba Wealth Advisors, L.L.C.	DECREASED	148,811	158,037	-9,226	-6%	$6.4M	$6.0M	-$399.7K	2026-10-23
PW Nova Financial Services LLC	NEW	132,746	—	+132,746	—	—	$5.3M	—	2026-10-15
Wealth Enhancement Advisory Services, LLC	INCREASED	127,109	119,635	+7,474	+6%	$4.8M	$5.1M	+$281.8K	2026-10-13
David Kennon Inc	INCREASED	106,986	106,107	+879	+1%	$4.3M	$4.3M	+$16.3K	2026-10-13
Verus Capital Partners, LLC	INCREASED	73,295	72,332	+963	+1%	$2.9M	$2.9M	+$25.7K	2026-11-03
BridgePort Financial Solutions, LLC	UNCHANGED	68,829	68,829	0	0%	$2.8M	$2.8M	-$12.4K	2026-11-02
Farther Finance Advisors, LLC	NEW	55,682	—	+55,682	—	—	$2.2M	—	2026-10-08
Elmwood Wealth Management, Inc.	DECREASED	49,757	49,849	-92	0%	$2.0M	$2.0M	-$12.7K	2026-10-14
Global View Capital Management LLC	DECREASED	42,365	45,931	-3,566	-8%	$1.9M	$1.7M	-$151.8K	2026-10-28
CGN Advisors LLC	INCREASED	34,944	32,562	+2,382	+7%	$1.3M	$1.4M	+$90.0K	2026-10-21
Ameliora Wealth Management Ltd.	UNCHANGED	27,767	27,767	0	0%	$1.1M	$1.1M	-$5.0K	2026-10-23
Thrivent Financial for Lutherans	DECREASED	24,167	45,432	-21,265	-47%	$1.8M	$970	-$1.8M	2026-11-05
Naples Global Advisors, LLC	UNCHANGED	20,850	20,850	0	0%	$842.9K	$839.1K	-$3.8K	2026-11-05
Wealthcare Advisory Partners LLC	INCREASED	20,591	20,231	+360	+2%	$817.8K	$828.7K	+$10.9K	2026-10-21
Compass Financial Management LLC	DECREASED	19,865	22,594	-2,729	-12%	$913.1K	$799.5K	-$113.7K	2026-10-30
G&S Capital LLC	DECREASED	19,822	19,965	-143	-1%	$807.1K	$797.7K	-$9.4K	2026-10-23
Fifth Third Securities, Inc.	INCREASED	19,153	16,848	+2,305	+14%	$681.1K	$770.8K	+$89.7K	2026-10-21
Salem Investment Counselors Inc	INCREASED	18,871	18,396	+475	+3%	$743.7K	$759.5K	+$15.8K	2026-10-13
Kingswood Wealth Advisors, LLC	INCREASED	17,560	17,523	+37	+0%	$708.4K	$706.7K	-$1.7K	2026-10-23
TKG Advisors, LLC	DECREASED	13,956	14,161	-205	-1%	$572.5K	$561.7K	-$10.8K	2026-11-02
McAdam, LLC	DECREASED	13,877	15,852	-1,975	-12%	$640.8K	$558.5K	-$82.3K	2026-10-21
Penobscot Investment Management Company, Inc.	UNCHANGED	11,700	11,700	0	0%	$473.0K	$470.9K	-$2.1K	2026-10-26
Vise Technologies, Inc.	INCREASED	11,453	9,113	+2,340	+26%	$368.4K	$460.9K	+$92.5K	2026-10-29
Gerber Kawasaki Wealth & Investment Management	NEW	11,193	—	+11,193	—	—	$450.5K	—	2026-10-29
Oppenheimer & Co Inc	DECREASED	10,351	11,350	-999	-9%	$458.8K	$416.6K	-$42.2K	2026-10-26
Capstone Wealth Management Group, LLC	INCREASED	10,332	9,294	+1,038	+11%	$375.7K	$420.4K	+$44.7K	2026-11-05
Trilogy Capital Inc.	INCREASED	10,194	10,125	+69	+1%	$409.3K	$410.3K	+$942	2026-10-20
Catalyst Private Wealth, LLC	UNCHANGED	10,000	10,000	0	0%	$404.3K	$402.5K	-$1.8K	2026-10-13
Savant Capital, LLC	DECREASED	9,764	20,063	-10,299	-51%	$811.8K	$393.0K	-$418.9K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	9,625	10,252	-627	-6%	$414.4K	$387.4K	-$27.1K	2026-11-02
Richardson Financial Services Inc.	UNCHANGED	9,622	9,622	0	0%	$389.0K	$387.2K	-$1.7K	2026-10-30
Golden State Wealth Management, LLC	DECREASED	8,914	12,629	-3,715	-29%	$510.5K	$358.7K	-$151.8K	2026-11-02
Fifth Third Bancorp	DECREASED	8,541	9,744	-1,203	-12%	$393.9K	$343.7K	-$50.2K	2026-11-05
Wisconsin Wealth Advisors, LLC	INCREASED	8,098	7,196	+902	+13%	$290.9K	$325.9K	+$35.0K	2026-10-08
Zega Investments, LLC	DECREASED	7,280	8,037	-757	-9%	$324.9K	$293.0K	-$31.9K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	7,205	7,203	+2	+0%	$291.2K	$290.0K	-$1.2K	2026-11-06
Kraft, Davis & Associates, LLC	DECREASED	6,891	104,871	-97,980	-93%	$4.2M	$277.2K	-$4.0M	2026-10-21
Winch Advisory Services, LLC	INCREASED	6,070	6,008	+62	+1%	$242.9K	$244.3K	+$1.4K	2026-11-06
Worth Asset Management, LLC	UNCHANGED	5,931	5,931	0	0%	$239.8K	$238.7K	-$1.1K	2026-10-07
Cape Investment Advisory, Inc.	INCREASED	5,703	5,677	+26	+0%	$229.5K	$229.5K	-$9	2026-10-13
Advisor Resource Council	DECREASED	5,295	6,942	-1,647	-24%	$279.9K	$212.6K	-$67.4K	2026-11-05
Lane Brothers & Co Inc	DECREASED	4,978	5,024	-46	-1%	$203.1K	$200.3K	-$2.8K	2026-11-02
Private Trust Co NA	UNCHANGED	3,585	3,585	0	0%	$144.9K	$144.3K	-$646	2026-10-20
CX Institutional	UNCHANGED	985	985	0	0%	$40	$40	$0	2026-10-02
Rossby Financial, LCC	NEW	351	—	+351	—	—	$14.1K	—	2026-11-05
Assetmark, Inc	DECREASED	210	389	-179	-46%	$15.7K	$8.5K	-$7.3K	2026-10-21
Rydar Equities, Inc.	NEW	182	—	+182	—	—	$7.3K	—	2026-10-13
Blue Trust, Inc.	DECREASED	41	655	-614	-94%	$26.5K	$1.6K	-$24.9K	2026-10-15
TD Waterhouse Canada Inc.	UNCHANGED	38	38	0	0%	$1.5K	$1.5K	-$6	2026-10-16
WT Wealth Management	CLOSED	0	79,331	-79,331	-100%	$3.2M	$0	-$3.2M	2026-10-13
Merit Financial Group, LLC	CLOSED	0	5,203	-5,203	-100%	$210.3K	$0	-$210.3K	2026-11-06
United Advisor Group, LLC	CLOSED	0	5,165	-5,165	-100%	$208.8K	$0	-$208.8K	2026-11-03
Bank of New York Mellon Corp	CLOSED	0	5,005	-5,005	-100%	$202.3K	$0	-$202.3K	2026-11-05
Angeles Wealth Management, LLC	CLOSED	0	5,000	-5,000	-100%	$202.1K	$0	-$202.1K	2026-10-26
Wealth Enhancement Trust Services, Inc.	CLOSED	0	13	-13	-100%	$526	$0	-$526	2026-10-07
LPL Financial LLC	N/A	—	1,384,703	-1,384,703	-100%	$56.0M	—	—	—
Morgan Stanley	N/A	—	767,227	-767,227	-100%	$31.0M	—	—	—
AQR Capital Management LLC	N/A	—	357,933	-357,933	-100%	$14.5M	—	—	—
Raymond James Financial Inc	N/A	—	273,073	-273,073	-100%	$11.0M	—	—	—
Bank of America Corp	N/A	—	272,455	-272,455	-100%	$11.0M	—	—	—
Norris Financial Group, LLC	N/A	—	123,113	-123,113	-100%	$5.0M	—	—	—
BFC Planning, Inc.	N/A	—	96,215	-96,215	-100%	$3.9M	—	—	—
UBS Group AG	N/A	—	73,963	-73,963	-100%	$3.0M	—	—	—
Royal Bank of Canada	N/A	—	59,350	-59,350	-100%	$2.4M	—	—	—
Focus Partners Wealth	N/A	—	56,596	-56,596	-100%	$2.3M	—	—	—
Cannon Wealth Management Services, LLC	N/A	—	53,709	-53,709	-100%	$2.2M	—	—	—
Coppell Advisory Solutions LLC	N/A	—	49,579	-49,579	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	48,492	-48,492	-100%	$2.0M	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	47,687	-47,687	-100%	$1.9M	—	—	—
MML Investors Services, LLC	N/A	—	41,720	-41,720	-100%	$1.7M	—	—	—
Citadel Advisors LLC	N/A	—	40,166	-40,166	-100%	$1.6M	—	—	—
Equitable Holdings, Inc.	N/A	—	38,364	-38,364	-100%	$1.6M	—	—	—
Sanctuary Advisors, LLC	N/A	—	33,420	-33,420	-100%	$1.4M	—	—	—
Authentikos Wealth Advisory, LLC	N/A	—	30,602	-30,602	-100%	$1.2M	—	—	—
Fiduciary Trust Co	N/A	—	28,840	-28,840	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	28,296	-28,296	-100%	$1.1M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	26,670	-26,670	-100%	$1.1M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	24,700	-24,700	-100%	$998.5K	—	—	—
Valmark Advisers, Inc.	N/A	—	23,620	-23,620	-100%	$954.8K	—	—	—
Goldman Sachs Group Inc	N/A	—	22,154	-22,154	-100%	$895.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	21,685	-21,685	-100%	$876.6K	—	—	—
Crews Bank & Trust	N/A	—	21,250	-21,250	-100%	$859.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	20,039	-20,039	-100%	$810.1K	—	—	—
Kirkwood Financial Services	N/A	—	19,824	-19,824	-100%	$801.4K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	15,250	-15,250	-100%	$616.4K	—	—	—
Western Wealth Management, LLC	N/A	—	13,302	-13,302	-100%	$537.7K	—	—	—
Captrust Financial Advisors	N/A	—	12,838	-12,838	-100%	$519.0K	—	—	—
Stifel Financial Corp	N/A	—	12,025	-12,025	-100%	$486.1K	—	—	—
Harbour Investments, Inc.	N/A	—	11,543	-11,543	-100%	$466.6K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	11,220	-11,220	-100%	$453.6K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	10,573	-10,573	-100%	$427.4K	—	—	—
Jane Street Group, LLC	N/A	—	10,046	-10,046	-100%	$406.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	9,871	-9,871	-100%	$399.1K	—	—	—
Destination Wealth Management	N/A	—	9,706	-9,706	-100%	$392.4K	—	—	—
Flow Traders U.S. LLC	N/A	—	9,130	-9,130	-100%	$369.0K	—	—	—
Centaurus Financial, Inc.	N/A	—	8,955	-8,955	-100%	$362.0K	—	—	—
Cetera Investment Advisers	N/A	—	7,382	-7,382	-100%	$298.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	7,211	-7,211	-100%	$291.5K	—	—	—
January Capital Advisors LLC	N/A	—	6,754	-6,754	-100%	$273.0K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	6,690	-6,690	-100%	$270.4K	—	—	—
OakTrust Wealth Advisors, LLC	N/A	—	5,807	-5,807	-100%	$234.7K	—	—	—
Ameriprise Financial Inc	N/A	—	5,709	-5,709	-100%	$230.8K	—	—	—
Modern Wealth Management, LLC	N/A	—	5,455	-5,455	-100%	$220.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,443	-5,443	-100%	$220.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,175	-2,175	-100%	$87.9K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	1,901	-1,901	-100%	$76.9K	—	—	—
Tidemark, LLC	N/A	—	1,600	-1,600	-100%	$64.7K	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,310	-1,310	-100%	$53.0K	—	—	—
JPMorgan Chase & Co	N/A	—	1,309	-1,309	-100%	$52.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,303	-1,303	-100%	$52.7K	—	—	—
Continuum Advisory, LLC	N/A	—	1,120	-1,120	-100%	$45.3K	—	—	—
Rothschild Investment LLC	N/A	—	1,002	-1,002	-100%	$40.5K	—	—	—
Synergy Investment Management, LLC	N/A	—	771	-771	-100%	$31.2K	—	—	—
Collier Financial	N/A	—	530	-530	-100%	$21.4K	—	—	—
AE Wealth Management LLC	N/A	—	190	-190	-100%	$7.7K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	182	-182	-100%	$7.4K	—	—	—
TD Capital Management LLC	N/A	—	126	-126	-100%	$5.1K	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$81	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$15	—	—	—

Showing 123 of 123 institutions