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SS Doubleline TR Tact ETF (TOTL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,814,732 from 4,356,684
Change+458,048 (+11%)
Value$180.2M (+$8.2M)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,102,355 from 5,976,076
Change-1,873,721 (-31%)
Value$153.5M (-$82.4M)
Filed 2026-10-13
Tectonic Advisors LLC
DECREASED
Shares2,646,000 from 2,646,939
Change-939 (0%)
Value$99.0M (-$5.5M)
Filed 2026-10-22
Kestra Investment Management, LLC
INCREASED
Shares1,696,379 from 1,688,835
Change+7,544 (+0%)
Value$63.5M (-$3.2M)
Filed 2026-11-04
Morling Financial Advisors, LLC
INCREASED
Shares1,199,787 from 1,147,703
Change+52,084 (+5%)
Value$44.9M (-$403.8K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares907,530 from 852,368
Change+55,162 (+6%)
Value$34.0M (+$316.8K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares837,306 from 1,107,462
Change-270,156 (-24%)
Value$31.3M (-$12.0M)
Filed 2026-10-13
Weatherly Asset Management L. P.
INCREASED
Shares753,918 from 678,852
Change+75,066 (+11%)
Value$28.2M (+$1.4M)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares727,183 from 651,453
Change+75,730 (+12%)
Value$27.2M (+$1.5M)
Filed 2026-10-16
Aprio Wealth Management, LLC
INCREASED
Shares661,330 from 137,894
Change+523,436 (+380%)
Value$24.7M (+$19.3M)
Filed 2026-10-28
Pinnacle Associates LTD
INCREASED
Shares652,317 from 636,581
Change+15,736 (+2%)
Value$24.4M (-$716.2K)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares593,552 from 602,894
Change-9,342 (-2%)
Value$22.2K (-$23.8M)
Filed 2026-11-05
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares526,042 from 248,697
Change+277,345 (+112%)
Value$19.7M (+$9.9M)
Filed 2026-10-22
Lighthouse Financial Services Inc
INCREASED
Shares504,884 from 504,610
Change+274 (+0%)
Value$18.9M (-$908.1K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares411,371 from 335,057
Change+76,314 (+23%)
Value$15.4M (+$2.2M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares407,446 from 397,943
Change+9,503 (+2%)
Value$15.2K (-$15.7M)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares373,196 from 360,810
Change+12,386 (+3%)
Value$14.0M (-$276.2K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
DECREASED
Shares364,026 from 533,286
Change-169,260 (-32%)
Value$13.6M (-$7.4M)
Filed 2026-10-29
Denver PWM, LLC
INCREASED
Shares348,489 from 348,315
Change+174 (+0%)
Value$13.0M (-$488.1K)
Filed 2026-10-22
Vicus Capital
INCREASED
Shares340,642 from 323,184
Change+17,458 (+5%)
Value$12.7M (-$9.2K)
Filed 2026-11-05
Ballew Advisors, Inc
INCREASED
Shares325,499 from 288,031
Change+37,468 (+13%)
Value$12.1M (+$808.2K)
Filed 2026-10-05
Kestra Advisory Services, LLC
INCREASED
Shares325,009 from 193,349
Change+131,660 (+68%)
Value$12.2M (+$4.5M)
Filed 2026-11-02
Journey Advisory Group, LLC
INCREASED
Shares315,876 from 267,195
Change+48,681 (+18%)
Value$11.8M (+$1.3M)
Filed 2026-11-04
Howard Financial Services, Ltd.
DECREASED
Shares303,188 from 490,539
Change-187,351 (-38%)
Value$11.3M (-$8.0M)
Filed 2026-10-15
Stablepoint Partners, LLC
INCREASED
Shares289,998 from 219,753
Change+70,245 (+32%)
Value$10.9M (+$2.2M)
Filed 2026-11-03
M Wealth Management, LLC
INCREASED
Shares285,791 from 284,278
Change+1,513 (+1%)
Value$10.7M (-$526.2K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares268,092 from 22,358
Change+245,734 (+1099%)
Value$10.0M (+$9.1M)
Filed 2026-11-06
Austin Wealth Management, LLC
INCREASED
Shares261,616 from 253,097
Change+8,519 (+3%)
Value$9.8M (-$123.0K)
Filed 2026-11-06
Bedel Financial Consulting, Inc.
DECREASED
Shares256,742 from 264,075
Change-7,333 (-3%)
Value$9.6M (-$815.8K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares249,538 from 265,559
Change-16,021 (-6%)
Value$9.3M (-$1.1M)
Filed 2026-10-22
ARS Wealth Advisors Group, LLC
INCREASED
Shares227,775 from 132,445
Change+95,330 (+72%)
Value$8.5M (+$3.3M)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares211,240 from 195,822
Change+15,418 (+8%)
Value$7.9M (+$175.5K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares203,610 from 113,305
Change+90,305 (+80%)
Value$7.6M (+$3.1M)
Filed 2026-10-21
Valmark Advisers, Inc.
INCREASED
Shares193,886 from 185,235
Change+8,651 (+5%)
Value$7.3M (-$56.0K)
Filed 2026-11-06
Inman Jager Wealth Management, LLC
INCREASED
Shares185,654 from 180,465
Change+5,189 (+3%)
Value$6.9M (-$175.8K)
Filed 2026-11-05
Elmwood Wealth Management, Inc.
INCREASED
Shares183,239 from 181,738
Change+1,501 (+1%)
Value$6.9M (-$316.4K)
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares182,375 from 85,449
Change+96,926 (+113%)
Value$6.8M (+$3.5M)
Filed 2026-10-23
Visionary Horizons, LLC
INCREASED
Shares150,704 from 149,889
Change+815 (+1%)
Value$5.6M (-$276.8K)
Filed 2026-10-22
USAdvisors Wealth Management, LLC
INCREASED
Shares138,356 from 130,426
Change+7,930 (+6%)
Value$5.2K (-$5.1M)
Filed 2026-10-21
Paragon Capital Management Inc
INCREASED
Shares133,694 from 100,125
Change+33,569 (+34%)
Value$5.0M (+$1.1M)
Filed 2026-10-15
Lunt Capital Management, Inc.
INCREASED
Shares128,181 from 122,326
Change+5,855 (+5%)
Value$4.8M (-$31.7K)
Filed 2026-10-30
Entrewealth, LLC
INCREASED
Shares119,055 from 104,795
Change+14,260 (+14%)
Value$4.5M (+$391.1K)
Filed 2026-10-14
Freedom Financial Partners LLC
DECREASED
Shares117,494 from 139,407
Change-21,913 (-16%)
Value$4.4M (-$1.1M)
Filed 2026-10-19
Bank of New Hampshire
INCREASED
Shares116,703 from 77,590
Change+39,113 (+50%)
Value$4.4M (+$1.3M)
Filed 2026-10-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares115,193 from 113,694
Change+1,499 (+1%)
Value$4.3M (-$177.0K)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares112,111 from 111,788
Change+323 (+0%)
Value$4.2M (-$217.1K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares102,551 from 230,218
Change-127,667 (-55%)
Value$3.8M (-$5.2M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares102,176 from 111,151
Change-8,975 (-8%)
Value$3.8M (-$563.7K)
Filed 2026-11-02
Midwest Financial Network, LLC
INCREASED
Shares100,828 from 61,471
Change+39,357 (+64%)
Value$3.8M (+$1.3M)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares92,911 from 97,481
Change-4,570 (-5%)
Value$3.5M (-$370.8K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
INCREASED
Shares92,872 from 84,336
Change+8,536 (+10%)
Value$3.5M (+$146.5K)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares92,829 from 103,779
Change-10,950 (-11%)
Value$3.5M (-$622.5K)
Filed 2026-11-04
John W. Brooker & Co., CPAs
INCREASED
Shares91,814 from 77,886
Change+13,928 (+18%)
Value$3.4M (+$361.5K)
Filed 2026-10-21
Family Capital Trust Co
UNCHANGED
Shares89,744 from 89,744
Change0 (0%)
Value$3.4M (-$184.9K)
Filed 2026-10-22
Sharkey, Howes & Javer
DECREASED
Shares80,379 from 81,325
Change-946 (-1%)
Value$3.0M (-$202.1K)
Filed 2026-10-22
Redwood Park Advisors LLC
DECREASED
Shares77,151 from 87,049
Change-9,898 (-11%)
Value$2.9M (-$548.9K)
Filed 2026-11-02
Leeward Financial Partners, LLC
INCREASED
Shares67,052 from 64,911
Change+2,141 (+3%)
Value$2.5M (-$53.0K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
INCREASED
Shares60,743 from 58,670
Change+2,073 (+4%)
Value$2.3K (-$43)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares57,356 from 37,131
Change+20,225 (+54%)
Value$2.1M (+$680.7K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares55,406
Change+55,406
Value$2.1M
Filed 2026-10-30
Jacobi Capital Management LLC
INCREASED
Shares54,043 from 54,023
Change+20 (+0%)
Value$2.0M (-$110.0K)
Filed 2026-11-05
Symphony Financial, Ltd. Co.
INCREASED
Shares53,555 from 37,912
Change+15,643 (+41%)
Value$2.0M (+$507.3K)
Filed 2026-10-22
Lionsbridge Wealth Management LLC
DECREASED
Shares53,477 from 56,045
Change-2,568 (-5%)
Value$2.0M (-$211.0K)
Filed 2026-10-26
Johnson Bixby & Associates, LLC
DECREASED
Shares49,907 from 58,851
Change-8,944 (-15%)
Value$1.9M (-$455.3K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares47,581 from 273,074
Change-225,493 (-83%)
Value$1.8M (-$9.0M)
Filed 2026-10-16
Capital Asset Advisory Services LLC
DECREASED
Shares44,872 from 45,245
Change-373 (-1%)
Value$1.7M (-$82.9K)
Filed 2026-10-30
Diversified Portfolios, Inc.
DECREASED
Shares44,214 from 147,256
Change-103,042 (-70%)
Value$1.7M (-$4.2M)
Filed 2026-11-04
Jefferson Bridge Capital, LLC
INCREASED
Shares37,311 from 36,760
Change+551 (+2%)
Value$1.4M (-$54.7K)
Filed 2026-11-06
Ariadne Wealth Management, LP
DECREASED
Shares33,938 from 44,951
Change-11,013 (-24%)
Value$1.3M (-$504.3K)
Filed 2026-11-06
1620 Investment Advisors, Inc.
DECREASED
Shares33,644 from 37,480
Change-3,836 (-10%)
Value$1.3M (-$220.4K)
Filed 2026-11-04
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares32,500 from 32,500
Change0 (0%)
Value$1.2M (-$66.6K)
Filed 2026-10-13
Cornerstone Advisory, LLC
DECREASED
Shares31,619 from 54,969
Change-23,350 (-42%)
Value$1.2M (-$986.4K)
Filed 2026-11-06
Summit Asset Management, LLC
DECREASED
Shares30,817 from 31,992
Change-1,175 (-4%)
Value$1.2M (-$109.6K)
Filed 2026-11-05
Worth Financial Advisory Group, LLC
INCREASED
Shares30,513 from 29,717
Change+796 (+3%)
Value$1.1M (-$31.1K)
Filed 2026-10-19
Peak Financial Management, Inc.
DECREASED
Shares30,183 from 32,465
Change-2,282 (-7%)
Value$1.1M (-$152.0K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares28,714 from 34,652
Change-5,938 (-17%)
Value$1.1M (-$293.2K)
Filed 2026-10-07
Visionary Wealth Advisors
DECREASED
Shares28,164 from 152,547
Change-124,383 (-82%)
Value$1.1M (-$5.0M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares27,781 from 29,658
Change-1,877 (-6%)
Value$1.0M (-$131.1K)
Filed 2026-11-05
MBL Wealth, LLC
INCREASED
Shares27,550 from 26,492
Change+1,058 (+4%)
Value$1.0M (-$14.7K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares26,451 from 25,810
Change+641 (+2%)
Value$989.8K (-$28.9K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares25,254 from 28,687
Change-3,433 (-12%)
Value$945.0K (-$187.3K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares24,532 from 31,858
Change-7,326 (-23%)
Value$918.0K (-$339.4K)
Filed 2026-10-29
American Institute for Advanced Investment Management, LLP
INCREASED
Shares23,524 from 23,394
Change+130 (+1%)
Value$880.3K (-$43.1K)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares23,181 from 65,135
Change-41,954 (-64%)
Value$867.5K (-$1.7M)
Filed 2026-11-04
Greatmark Investment Partners, Inc.
INCREASED
Shares22,200 from 20,225
Change+1,975 (+10%)
Value$830.7K (+$32.4K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares21,950 from 21,951
Change-1 (0%)
Value$821.4K (-$45.0K)
Filed 2026-10-16
DWM Financial Group, Inc.
NEW
Shares20,648
Change+20,648
Value$772.6K
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares20,148 from 21,551
Change-1,403 (-7%)
Value$753.9K (-$96.7K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares19,952 from 65,069
Change-45,117 (-69%)
Value$746.6K (-$1.8M)
Filed 2026-10-21
BCS Wealth Management
DECREASED
Shares19,838 from 21,361
Change-1,523 (-7%)
Value$742.3K (-$100.8K)
Filed 2026-11-03
BayBridge Capital Group, LLC
NEW
Shares19,248
Change+19,248
Value$720.3K
Filed 2026-10-13
Connecticut Wealth Management, LLC
DECREASED
Shares19,142 from 38,753
Change-19,611 (-51%)
Value$716.3K (-$813.3K)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares18,698 from 19,173
Change-475 (-2%)
Value$704.7K (-$39.6K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares17,976 from 17,935
Change+41 (+0%)
Value$672.6K (-$35.2K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares17,039 from 5,134
Change+11,905 (+232%)
Value$655.7K (+$452.9K)
Filed 2026-11-03
Dudley Capital Management, LLC
UNCHANGED
Shares16,265 from 16,265
Change0 (0%)
Value$608.6K (-$33.3K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares16,180 from 15,797
Change+383 (+2%)
Value$605.5K (-$18.0K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
NEW
Shares15,965
Change+15,965
Value$597.4K
Filed 2026-11-03
Thompson Davis & Co., Inc.
INCREASED
Shares15,900 from 6,400
Change+9,500 (+148%)
Value$595.0K (+$342.4K)
Filed 2026-11-05
Macroview Investment Management LLC
INCREASED
Shares15,831 from 13,683
Change+2,148 (+16%)
Value$592.4K (+$52.3K)
Filed 2026-10-26
Trilogy Capital Inc.
DECREASED
Shares15,484 from 15,817
Change-333 (-2%)
Value$579.4K (-$44.9K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares15,179 from 21,684
Change-6,505 (-30%)
Value$568.0K (-$287.9K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares15,163 from 10,521
Change+4,642 (+44%)
Value$567.4K (+$152.1K)
Filed 2026-10-15
Cooper Financial Group
DECREASED
Shares15,123 from 50,745
Change-35,622 (-70%)
Value$565.9K (-$1.4M)
Filed 2026-10-07
Flagstar Securities, Inc
INCREASED
Shares14,430 from 14,201
Change+229 (+2%)
Value$540.0K (-$20.5K)
Filed 2026-10-15
Keybank National Association
INCREASED
Shares14,392 from 13,661
Change+731 (+5%)
Value$538.5K (-$652)
Filed 2026-11-04
Unified Investment Management
DECREASED
Shares14,349 from 15,324
Change-975 (-6%)
Value$537.0K (-$67.9K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares13,777 from 13,728
Change+49 (+0%)
Value$522.4K (-$9.1K)
Filed 2026-10-27
JBR Co Financial Management Inc
UNCHANGED
Shares13,767 from 13,767
Change0 (0%)
Value$540.2K (-$3.2K)
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares13,440 from 14,366
Change-926 (-6%)
Value$502.9K (-$64.1K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares13,386 from 21,070
Change-7,684 (-36%)
Value$500.9K (-$330.7K)
Filed 2026-10-08
M Holdings Securities, Inc.
INCREASED
Shares12,891 from 12,508
Change+383 (+3%)
Value$484 (-$492.5K)
Filed 2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED
Shares12,789 from 12,114
Change+675 (+6%)
Value$478.6K (+$442)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares12,121 from 12,101
Change+20 (+0%)
Value$453.6K (-$24.1K)
Filed 2026-10-14
Diversify Wealth Management, LLC
INCREASED
Shares11,454 from 10,606
Change+848 (+8%)
Value$432.0K (+$20.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares11,454 from 10,606
Change+848 (+8%)
Value$432.0K (+$20.3K)
Filed 2026-10-20
Northbridge Financial Group, LLC
DECREASED
Shares11,394 from 11,679
Change-285 (-2%)
Value$425.2K (-$35.7K)
Filed 2026-11-05
Hudson Capital Management LLC
DECREASED
Shares11,315 from 11,415
Change-100 (-1%)
Value$423.4K (-$27.1K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares11,260 from 10,465
Change+795 (+8%)
Value$421.3K (+$8.3K)
Filed 2026-10-08
Triumph Capital Management
DECREASED
Shares11,241 from 15,353
Change-4,112 (-27%)
Value$420.7K (-$185.3K)
Filed 2026-10-14
Spinnaker Investment Group, LLC
DECREASED
Shares11,223 from 16,262
Change-5,039 (-31%)
Value$420.0K (-$221.9K)
Filed 2026-10-13
Pettinga Financial Advisors LLC
DECREASED
Shares11,141 from 24,141
Change-13,000 (-54%)
Value$416.9K (-$535.9K)
Filed 2026-10-13
Richardson Financial Services Inc.
INCREASED
Shares9,766 from 5,878
Change+3,888 (+66%)
Value$365.4K (+$133.4K)
Filed 2026-10-30
Asset One Wealth Management LLC
DECREASED
Shares9,590 from 10,989
Change-1,399 (-13%)
Value$358.9K (-$71.4K)
Filed 2026-11-02
LexAurum Advisors, LLC
UNCHANGED
Shares9,583 from 9,583
Change0 (0%)
Value$358.6K (-$19.6K)
Filed 2026-10-19
Monument Capital Management
UNCHANGED
Shares9,561 from 9,561
Change0 (0%)
Value$357.8K (-$19.6K)
Filed 2026-10-09
William John Sempolinski
DECREASED
Shares9,526 from 40,976
Change-31,450 (-77%)
Value$356.5K (-$1.3M)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares9,361 from 7,116
Change+2,245 (+32%)
Value$350.3K (+$69.4K)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares8,871 from 7,064
Change+1,807 (+26%)
Value$332.0K (+$53.1K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
UNCHANGED
Shares8,858 from 8,858
Change0 (0%)
Value$331.5K (-$18.2K)
Filed 2026-10-22
Helium Advisors LLC
INCREASED
Shares8,572 from 8,467
Change+105 (+1%)
Value$320.8K (-$13.4K)
Filed 2026-10-23
Selby Wealth Management, LLC
DECREASED
Shares8,448 from 39,199
Change-30,751 (-78%)
Value$316.1K (-$1.2M)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares8,235
Change+8,235
Value$308.2K
Filed 2026-10-28
SYM Financial Corp
DECREASED
Shares8,174 from 8,225
Change-51 (-1%)
Value$305.9K (-$18.8K)
Filed 2026-10-26
Ballast Financial Advisors LLC
DECREASED
Shares7,894 from 10,519
Change-2,625 (-25%)
Value$295.4K (-$119.8K)
Filed 2026-10-26
Aufman Associates Inc
INCREASED
Shares7,828 from 7,738
Change+90 (+1%)
Value$292.9K (-$12.5K)
Filed 2026-11-04
Objective Capital Management, LLC
DECREASED
Shares7,800 from 8,800
Change-1,000 (-11%)
Value$291.9K (-$55.5K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED
Shares7,031 from 7,675
Change-644 (-8%)
Value$263.1K (-$39.8K)
Filed 2026-11-05
Aspiriant, LLC
INCREASED
Shares6,970 from 6,770
Change+200 (+3%)
Value$260.8K (-$6.4K)
Filed 2026-10-16
Collaborative Wealth Managment Inc.
INCREASED
Shares6,810 from 6,602
Change+208 (+3%)
Value$254.8K (-$5.7K)
Filed 2026-11-06
Savant Capital, LLC
DECREASED
Shares6,770 from 12,601
Change-5,831 (-46%)
Value$253.3K (-$244.2K)
Filed 2026-11-06
Money Concepts Capital Corp
DECREASED
Shares6,724 from 7,597
Change-873 (-11%)
Value$251.6K (-$48.2K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED
Shares6,654 from 6,908
Change-254 (-4%)
Value$249.0K (-$23.7K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares6,561 from 6,198
Change+363 (+6%)
Value$245.5K (+$871)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares6,394
Change+6,394
Value$239.3K
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares6,314 from 5,995
Change+319 (+5%)
Value$236.3K (-$353)
Filed 2026-10-13
True North Advisors, LLC
NEW
Shares6,257
Change+6,257
Value$234.1K
Filed 2026-10-22
DKM Wealth Management, Inc.
UNCHANGED
Shares6,076 from 6,076
Change0 (0%)
Value$227.4K (-$12.5K)
Filed 2026-10-09
Clarity Retirement & Wealth, LLC
NEW
Shares5,999
Change+5,999
Value$224.5K
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED
Shares5,986 from 5,982
Change+4 (+0%)
Value$224.0K (-$12.1K)
Filed 2026-10-06
GW Henssler & Associates LTD
UNCHANGED
Shares5,811 from 5,811
Change0 (0%)
Value$217.4K (-$11.9K)
Filed 2026-10-26
Chris Bulman Inc
UNCHANGED
Shares5,553 from 5,553
Change0 (0%)
Value$207.8K (-$11.4K)
Filed 2026-10-20
Center For Asset Management LLC
NEW
Shares5,472
Change+5,472
Value$204.8K
Filed 2026-10-16
Patten Group, Inc.
DECREASED
Shares5,465 from 6,354
Change-889 (-14%)
Value$204.5K (-$46.3K)
Filed 2026-10-26
Deltec Asset Management LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$202.1K (-$11.1K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares4,950 from 2,559
Change+2,391 (+93%)
Value$185.2K (+$84.2K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares4,831 from 7,947
Change-3,116 (-39%)
Value$180.8K (-$132.9K)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$179.6K (-$9.8K)
Filed 2026-11-02
Planning Strategies Inc.
DECREASED
Shares4,241 from 4,346
Change-105 (-2%)
Value$158.7K (-$12.8K)
Filed 2026-10-02
Allworth Financial LP
INCREASED
Shares4,186 from 4,162
Change+24 (+1%)
Value$165.2K (+$967)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares3,951 from 1,979
Change+1,972 (+100%)
Value$147.8K (+$69.7K)
Filed 2026-11-04
Signature Equity Partners, LLC
DECREASED
Shares3,855 from 9,087
Change-5,232 (-58%)
Value$144.3K (-$214.4K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares3,650 from 3,874
Change-224 (-6%)
Value$136.6K (-$16.3K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares3,265 from 2,880
Change+385 (+13%)
Value$122.2K (+$8.5K)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares3,056 from 3,016
Change+40 (+1%)
Value$114.4K (-$4.7K)
Filed 2026-10-15
Eastern Bank
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$98.6K (-$5.4K)
Filed 2026-10-05
SBI Securities Co., Ltd.
INCREASED
Shares2,284 from 2,261
Change+23 (+1%)
Value$85.5K (-$3.8K)
Filed 2026-10-22
Mather Group, Llc.
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$79.9K (-$4.4K)
Filed 2026-10-14
Valley National Advisers Inc
DECREASED
Shares1,925 from 4,284
Change-2,359 (-55%)
Value$72.0K (-$97.1K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares1,635 from 1,614
Change+21 (+1%)
Value$61.2K (-$2.5K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$59.7K (-$3.1K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$59.4K (-$3.3K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
INCREASED
Shares1,137 from 1,123
Change+14 (+1%)
Value$42.6K (-$1.8K)
Filed 2026-10-15
CX Institutional
NEW
Shares1,035
Change+1,035
Value$39
Filed 2026-10-02
CoreCap Advisors, LLC
DECREASED
Shares1,020 from 1,045
Change-25 (-2%)
Value$38.2K (-$3.0K)
Filed 2026-10-08
United Community Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$37.4K (-$2.1K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares880 from 879
Change+1 (+0%)
Value$32.9K (-$1.8K)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$30.8K (-$1.7K)
Filed 2026-10-07
Washington Trust Advisors, Inc.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$29.7K (-$1.6K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
DECREASED
Shares785 from 1,759
Change-974 (-55%)
Value$29.4K (-$40.1K)
Filed 2026-10-21
Bangor Savings Bank
NEW
Shares650
Change+650
Value$24.3K
Filed 2026-10-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$20.7K (-$1.1K)
Filed 2026-10-27
Larson Financial Group LLC
DECREASED
Shares525 from 634
Change-109 (-17%)
Value$19.6K (-$5.4K)
Filed 2026-11-05
Pacifica Partners Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.5K (-$403)
Filed 2026-10-09
Abound Wealth Management
NEW
Shares172
Change+172
Value$6.4K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares129 from 372
Change-243 (-65%)
Value$4.8K (-$9.9K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$4.2K (-$232)
Filed 2026-11-02
LAM Group, Inc.
DECREASED
Shares80 from 120
Change-40 (-33%)
Value$3.0K (-$1.7K)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.5K (-$139)
Filed 2026-11-02
Breakwater Investment Management
NEW
Shares55
Change+55
Value$2.1K
Filed 2026-10-20
Cullen T Bankers, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.7K (-$95)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
NEW
Shares36
Change+36
Value$1.3K
Filed 2026-10-30
High Point Wealth Management, LLC
NEW
Shares32
Change+32
Value$1.2K
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$599 (-$33)
Filed 2026-10-02
San Luis Wealth Advisors LLC
CLOSED
Shares0 from 561,780
Change-561,780 (-100%)
Value$0 (-$22.2M)
Filed 2026-10-27
Finivi Inc.
CLOSED
Shares0 from 261,512
Change-261,512 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-13
Wakefield Asset Management Lllp
CLOSED
Shares0 from 97,044
Change-97,044 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-05
Veracity Capital LLC
CLOSED
Shares0 from 25,136
Change-25,136 (-100%)
Value$0 (-$992.1K)
Filed 2026-10-08
Independent Wealth Network Inc.
CLOSED
Shares0 from 17,377
Change-17,377 (-100%)
Value$0 (-$685.9K)
Filed 2026-10-19
Founders Financial Securities LLC
CLOSED
Shares0 from 15,260
Change-15,260 (-100%)
Value$0 (-$602.3K)
Filed 2026-10-28
Paragon Capital Management Ltd
CLOSED
Shares0 from 13,704
Change-13,704 (-100%)
Value$0 (-$540.9K)
Filed 2026-10-09
Blueprint Investment Partners LLC
CLOSED
Shares0 from 10,209
Change-10,209 (-100%)
Value$0 (-$402.9K)
Filed 2026-10-28
Oppenheimer & Co Inc
CLOSED
Shares0 from 6,800
Change-6,800 (-100%)
Value$0 (-$268.4K)
Filed 2026-10-26
Citizens Financial Group Inc
CLOSED
Shares0 from 6,136
Change-6,136 (-100%)
Value$0 (-$242.2K)
Filed 2026-10-23
Cornell Pochily Investment Advisors, Inc.
CLOSED
Shares0 from 5,839
Change-5,839 (-100%)
Value$0 (-$230.5K)
Filed 2026-10-19
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 5,337
Change-5,337 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-06
Verus Capital Partners, LLC
CLOSED
Shares0 from 5,303
Change-5,303 (-100%)
Value$0 (-$209.3K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,278
Change-2,278 (-100%)
Value$0 (-$89.9K)
Filed 2026-11-06
BankPlus Trust Department
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-06
FMR LLC
N/A
Shares— from 11,920,830
Change-11,920,830 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,891,190
Change-6,891,190 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,950,940
Change-4,950,940 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,266,827
Change-2,266,827 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,263,548
Change-2,263,548 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,221,408
Change-2,221,408 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,808,018
Change-1,808,018 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,368,928
Change-1,368,928 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,368,052
Change-1,368,052 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,279,492
Change-1,279,492 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 948,830
Change-948,830 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 682,427
Change-682,427 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 675,591
Change-675,591 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 669,685
Change-669,685 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 657,787
Change-657,787 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 559,128
Change-559,128 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 554,518
Change-554,518 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 532,256
Change-532,256 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 458,569
Change-458,569 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 423,789
Change-423,789 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 422,881
Change-422,881 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 383,836
Change-383,836 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 381,624
Change-381,624 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 381,539
Change-381,539 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 357,308
Change-357,308 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 350,539
Change-350,539 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 321,032
Change-321,032 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 281,531
Change-281,531 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 279,962
Change-279,962 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 212,412
Change-212,412 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 188,859
Change-188,859 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 179,976
Change-179,976 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 172,117
Change-172,117 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 153,544
Change-153,544 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 147,841
Change-147,841 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 147,004
Change-147,004 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 143,956
Change-143,956 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 141,445
Change-141,445 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 137,001
Change-137,001 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 135,004
Change-135,004 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 134,017
Change-134,017 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 126,930
Change-126,930 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 125,522
Change-125,522 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 123,744
Change-123,744 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 121,534
Change-121,534 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 114,819
Change-114,819 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 114,224
Change-114,224 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 110,891
Change-110,891 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 103,496
Change-103,496 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 94,869
Change-94,869 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 94,274
Change-94,274 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 91,342
Change-91,342 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 86,055
Change-86,055 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 81,106
Change-81,106 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 80,618
Change-80,618 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 67,260
Change-67,260 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 60,152
Change-60,152 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 59,534
Change-59,534 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 58,033
Change-58,033 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 54,832
Change-54,832 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 52,596
Change-52,596 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 52,283
Change-52,283 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 51,681
Change-51,681 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 51,412
Change-51,412 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 44,609
Change-44,609 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 44,094
Change-44,094 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 43,404
Change-43,404 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 39,926
Change-39,926 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 38,881
Change-38,881 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 37,129
Change-37,129 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 33,881
Change-33,881 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 33,647
Change-33,647 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 33,478
Change-33,478 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,266
Change-33,266 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 32,987
Change-32,987 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 31,721
Change-31,721 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 30,244
Change-30,244 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 27,627
Change-27,627 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 26,959
Change-26,959 (-100%)
Value—
Motco
N/A
Shares— from 26,342
Change-26,342 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 26,036
Change-26,036 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 23,850
Change-23,850 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 23,822
Change-23,822 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,271
Change-23,271 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,263
Change-22,263 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 21,344
Change-21,344 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 18,727
Change-18,727 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 18,230
Change-18,230 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 17,772
Change-17,772 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 16,588
Change-16,588 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 16,492
Change-16,492 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,355
Change-16,355 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 16,195
Change-16,195 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 15,942
Change-15,942 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,810
Change-15,810 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,832
Change-14,832 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 14,631
Change-14,631 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 14,297
Change-14,297 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,407
Change-13,407 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,347
Change-13,347 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 13,192
Change-13,192 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 13,075
Change-13,075 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 12,529
Change-12,529 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,157
Change-12,157 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,690
Change-10,690 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 10,215
Change-10,215 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,156
Change-10,156 (-100%)
Value—
Nwam LLC
N/A
Shares— from 9,548
Change-9,548 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 9,341
Change-9,341 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,661
Change-8,661 (-100%)
Value—
American Trust
N/A
Shares— from 8,657
Change-8,657 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,430
Change-8,430 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 8,427
Change-8,427 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 8,194
Change-8,194 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 8,194
Change-8,194 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,028
Change-7,028 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 6,729
Change-6,729 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 5,819
Change-5,819 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,357
Change-5,357 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,311
Change-5,311 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 923
Change-923 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 640
Change-640 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 514
Change-514 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 336
Change-336 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35
Change-35 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,814,7324,356,684+458,048+11%$172.0M$180.2M+$8.2M2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED4,102,3555,976,076-1,873,721-31%$235.9M$153.5M-$82.4M2026-10-13
Tectonic Advisors LLC
DECREASED2,646,0002,646,939-9390%$104.5M$99.0M-$5.5M2026-10-22
Kestra Investment Management, LLC
INCREASED1,696,3791,688,835+7,544+0%$66.7M$63.5M-$3.2M2026-11-04
Morling Financial Advisors, LLC
INCREASED1,199,7871,147,703+52,084+5%$45.3M$44.9M-$403.8K2026-10-28
Bank of New York Mellon Corp
INCREASED907,530852,368+55,162+6%$33.6M$34.0M+$316.8K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED837,3061,107,462-270,156-24%$43.4M$31.3M-$12.0M2026-10-13
Weatherly Asset Management L. P.
INCREASED753,918678,852+75,066+11%$26.8M$28.2M+$1.4M2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED727,183651,453+75,730+12%$25.7M$27.2M+$1.5M2026-10-16
Aprio Wealth Management, LLC
INCREASED661,330137,894+523,436+380%$5.4M$24.7M+$19.3M2026-10-28
Pinnacle Associates LTD
INCREASED652,317636,581+15,736+2%$25.1M$24.4M-$716.2K2026-10-20
Thrivent Financial for Lutherans
DECREASED593,552602,894-9,342-2%$23.8M$22.2K-$23.8M2026-11-05
Cerro Pacific Wealth Advisors LLC
INCREASED526,042248,697+277,345+112%$9.8M$19.7M+$9.9M2026-10-22
Lighthouse Financial Services Inc
INCREASED504,884504,610+274+0%$19.8M$18.9M-$908.1K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED411,371335,057+76,314+23%$13.2M$15.4M+$2.2M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED407,446397,943+9,503+2%$15.7M$15.2K-$15.7M2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED373,196360,810+12,386+3%$14.2M$14.0M-$276.2K2026-10-23
Woodmont Investment Counsel LLC
DECREASED364,026533,286-169,260-32%$21.0M$13.6M-$7.4M2026-10-29
Denver PWM, LLC
INCREASED348,489348,315+174+0%$13.5M$13.0M-$488.1K2026-10-22
Vicus Capital
INCREASED340,642323,184+17,458+5%$12.8M$12.7M-$9.2K2026-11-05
Ballew Advisors, Inc
INCREASED325,499288,031+37,468+13%$11.3M$12.1M+$808.2K2026-10-05
Kestra Advisory Services, LLC
INCREASED325,009193,349+131,660+68%$7.6M$12.2M+$4.5M2026-11-02
Journey Advisory Group, LLC
INCREASED315,876267,195+48,681+18%$10.5M$11.8M+$1.3M2026-11-04
Howard Financial Services, Ltd.
DECREASED303,188490,539-187,351-38%$19.4M$11.3M-$8.0M2026-10-15
Stablepoint Partners, LLC
INCREASED289,998219,753+70,245+32%$8.7M$10.9M+$2.2M2026-11-03
M Wealth Management, LLC
INCREASED285,791284,278+1,513+1%$11.2M$10.7M-$526.2K2026-10-14
Merit Financial Group, LLC
INCREASED268,09222,358+245,734+1099%$882.5K$10.0M+$9.1M2026-11-06
Austin Wealth Management, LLC
INCREASED261,616253,097+8,519+3%$9.9M$9.8M-$123.0K2026-11-06
Bedel Financial Consulting, Inc.
DECREASED256,742264,075-7,333-3%$10.4M$9.6M-$815.8K2026-11-06
Brookstone Capital Management
DECREASED249,538265,559-16,021-6%$10.5M$9.3M-$1.1M2026-10-22
ARS Wealth Advisors Group, LLC
INCREASED227,775132,445+95,330+72%$5.2M$8.5M+$3.3M2026-10-16
Rose Capital Advisors LLC
INCREASED211,240195,822+15,418+8%$7.7M$7.9M+$175.5K2026-11-04
Assetmark, Inc
INCREASED203,610113,305+90,305+80%$4.5M$7.6M+$3.1M2026-10-21
Valmark Advisers, Inc.
INCREASED193,886185,235+8,651+5%$7.3M$7.3M-$56.0K2026-11-06
Inman Jager Wealth Management, LLC
INCREASED185,654180,465+5,189+3%$7.1M$6.9M-$175.8K2026-11-05
Elmwood Wealth Management, Inc.
INCREASED183,239181,738+1,501+1%$7.2M$6.9M-$316.4K2026-10-14
HB Wealth Management, LLC
INCREASED182,37585,449+96,926+113%$3.4M$6.8M+$3.5M2026-10-23
Visionary Horizons, LLC
INCREASED150,704149,889+815+1%$5.9M$5.6M-$276.8K2026-10-22
USAdvisors Wealth Management, LLC
INCREASED138,356130,426+7,930+6%$5.1M$5.2K-$5.1M2026-10-21
Paragon Capital Management Inc
INCREASED133,694100,125+33,569+34%$4.0M$5.0M+$1.1M2026-10-15
Lunt Capital Management, Inc.
INCREASED128,181122,326+5,855+5%$4.8M$4.8M-$31.7K2026-10-30
Entrewealth, LLC
INCREASED119,055104,795+14,260+14%$4.1M$4.5M+$391.1K2026-10-14
Freedom Financial Partners LLC
DECREASED117,494139,407-21,913-16%$5.5M$4.4M-$1.1M2026-10-19
Bank of New Hampshire
INCREASED116,70377,590+39,113+50%$3.1M$4.4M+$1.3M2026-10-06
Prime Capital Investment Advisors, LLC
INCREASED115,193113,694+1,499+1%$4.5M$4.3M-$177.0K2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED112,111111,788+323+0%$4.4M$4.2M-$217.1K2026-10-29
Truist Financial Corp
DECREASED102,551230,218-127,667-55%$9.1M$3.8M-$5.2M2026-10-30
Commonwealth Equity Services, LLC
DECREASED102,176111,151-8,975-8%$4.4M$3.8M-$563.7K2026-11-02
Midwest Financial Network, LLC
INCREASED100,82861,471+39,357+64%$2.4M$3.8M+$1.3M2026-10-13
Avior Wealth Management, LLC
DECREASED92,91197,481-4,570-5%$3.8M$3.5M-$370.8K2026-10-13
Heritage Wealth Management, Inc.
INCREASED92,87284,336+8,536+10%$3.3M$3.5M+$146.5K2026-10-27
AlphaCore Capital LLC
DECREASED92,829103,779-10,950-11%$4.1M$3.5M-$622.5K2026-11-04
John W. Brooker & Co., CPAs
INCREASED91,81477,886+13,928+18%$3.1M$3.4M+$361.5K2026-10-21
Family Capital Trust Co
UNCHANGED89,74489,74400%$3.5M$3.4M-$184.9K2026-10-22
Sharkey, Howes & Javer
DECREASED80,37981,325-946-1%$3.2M$3.0M-$202.1K2026-10-22
Redwood Park Advisors LLC
DECREASED77,15187,049-9,898-11%$3.4M$2.9M-$548.9K2026-11-02
Leeward Financial Partners, LLC
INCREASED67,05264,911+2,141+3%$2.6M$2.5M-$53.0K2026-10-23
Capital Advisors, Ltd. LLC
INCREASED60,74358,670+2,073+4%$2.3K$2.3K-$432026-10-27
TD Private Client Wealth LLC
INCREASED57,35637,131+20,225+54%$1.5M$2.1M+$680.7K2026-10-28
MFG Investments, LLC
NEW55,406—+55,406——$2.1M—2026-10-30
Jacobi Capital Management LLC
INCREASED54,04354,023+20+0%$2.1M$2.0M-$110.0K2026-11-05
Symphony Financial, Ltd. Co.
INCREASED53,55537,912+15,643+41%$1.5M$2.0M+$507.3K2026-10-22
Lionsbridge Wealth Management LLC
DECREASED53,47756,045-2,568-5%$2.2M$2.0M-$211.0K2026-10-26
Johnson Bixby & Associates, LLC
DECREASED49,90758,851-8,944-15%$2.3M$1.9M-$455.3K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED47,581273,074-225,493-83%$10.8M$1.8M-$9.0M2026-10-16
Capital Asset Advisory Services LLC
DECREASED44,87245,245-373-1%$1.8M$1.7M-$82.9K2026-10-30
Diversified Portfolios, Inc.
DECREASED44,214147,256-103,042-70%$5.8M$1.7M-$4.2M2026-11-04
Jefferson Bridge Capital, LLC
INCREASED37,31136,760+551+2%$1.5M$1.4M-$54.7K2026-11-06
Ariadne Wealth Management, LP
DECREASED33,93844,951-11,013-24%$1.8M$1.3M-$504.3K2026-11-06
1620 Investment Advisors, Inc.
DECREASED33,64437,480-3,836-10%$1.5M$1.3M-$220.4K2026-11-04
Steel Grove Capital Advisors, LLC
UNCHANGED32,50032,50000%$1.3M$1.2M-$66.6K2026-10-13
Cornerstone Advisory, LLC
DECREASED31,61954,969-23,350-42%$2.2M$1.2M-$986.4K2026-11-06
Summit Asset Management, LLC
DECREASED30,81731,992-1,175-4%$1.3M$1.2M-$109.6K2026-11-05
Worth Financial Advisory Group, LLC
INCREASED30,51329,717+796+3%$1.2M$1.1M-$31.1K2026-10-19
Peak Financial Management, Inc.
DECREASED30,18332,465-2,282-7%$1.3M$1.1M-$152.0K2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED28,71434,652-5,938-17%$1.4M$1.1M-$293.2K2026-10-07
Visionary Wealth Advisors
DECREASED28,164152,547-124,383-82%$6.0M$1.1M-$5.0M2026-11-04
Fifth Third Bancorp
DECREASED27,78129,658-1,877-6%$1.2M$1.0M-$131.1K2026-11-05
MBL Wealth, LLC
INCREASED27,55026,492+1,058+4%$1.0M$1.0M-$14.7K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED26,45125,810+641+2%$1.0M$989.8K-$28.9K2026-10-29
Lanark Financial, Inc.
DECREASED25,25428,687-3,433-12%$1.1M$945.0K-$187.3K2026-10-26
Koshinski Asset Management, Inc.
DECREASED24,53231,858-7,326-23%$1.3M$918.0K-$339.4K2026-10-29
American Institute for Advanced Investment Management, LLP
INCREASED23,52423,394+130+1%$923.4K$880.3K-$43.1K2026-11-03
Lido Advisors, LLC
DECREASED23,18165,135-41,954-64%$2.6M$867.5K-$1.7M2026-11-04
Greatmark Investment Partners, Inc.
INCREASED22,20020,225+1,975+10%$798.3K$830.7K+$32.4K2026-10-28
IFP Advisors, Inc
DECREASED21,95021,951-10%$866.4K$821.4K-$45.0K2026-10-16
DWM Financial Group, Inc.
NEW20,648—+20,648——$772.6K—2026-10-28
Flagship Harbor Advisors, LLC
DECREASED20,14821,551-1,403-7%$850.6K$753.9K-$96.7K2026-10-26
Axxcess Wealth Management, LLC
DECREASED19,95265,069-45,117-69%$2.6M$746.6K-$1.8M2026-10-21
BCS Wealth Management
DECREASED19,83821,361-1,523-7%$843.1K$742.3K-$100.8K2026-11-03
BayBridge Capital Group, LLC
NEW19,248—+19,248——$720.3K—2026-10-13
Connecticut Wealth Management, LLC
DECREASED19,14238,753-19,611-51%$1.5M$716.3K-$813.3K2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED18,69819,173-475-2%$744.3K$704.7K-$39.6K2026-10-21
PFG Advisors
INCREASED17,97617,935+41+0%$707.9K$672.6K-$35.2K2026-10-16
StoneX Group Inc.
INCREASED17,0395,134+11,905+232%$202.8K$655.7K+$452.9K2026-11-03
Dudley Capital Management, LLC
UNCHANGED16,26516,26500%$642.0K$608.6K-$33.3K2026-10-23
Creative Planning
INCREASED16,18015,797+383+2%$623.5K$605.5K-$18.0K2026-11-02
BlueChip Wealth Advisors LLC
NEW15,965—+15,965——$597.4K—2026-11-03
Thompson Davis & Co., Inc.
INCREASED15,9006,400+9,500+148%$252.6K$595.0K+$342.4K2026-11-05
Macroview Investment Management LLC
INCREASED15,83113,683+2,148+16%$540.1K$592.4K+$52.3K2026-10-26
Trilogy Capital Inc.
DECREASED15,48415,817-333-2%$624.3K$579.4K-$44.9K2026-10-20
VestGen Advisors, LLC
DECREASED15,17921,684-6,505-30%$855.9K$568.0K-$287.9K2026-10-27
Atria Investments, Inc
INCREASED15,16310,521+4,642+44%$415.3K$567.4K+$152.1K2026-10-15
Cooper Financial Group
DECREASED15,12350,745-35,622-70%$2.0M$565.9K-$1.4M2026-10-07
Flagstar Securities, Inc
INCREASED14,43014,201+229+2%$560.5K$540.0K-$20.5K2026-10-15
Keybank National Association
INCREASED14,39213,661+731+5%$539.2K$538.5K-$6522026-11-04
Unified Investment Management
DECREASED14,34915,324-975-6%$604.8K$537.0K-$67.9K2026-10-14
Chicago Partners Investment Group LLC
INCREASED13,77713,728+49+0%$531.5K$522.4K-$9.1K2026-10-27
JBR Co Financial Management Inc
UNCHANGED13,76713,76700%$543.4K$540.2K-$3.2K2026-10-13
Clearstead Advisors, LLC
DECREASED13,44014,366-926-6%$567.0K$502.9K-$64.1K2026-11-06
Farther Finance Advisors, LLC
DECREASED13,38621,070-7,684-36%$831.6K$500.9K-$330.7K2026-10-08
M Holdings Securities, Inc.
INCREASED12,89112,508+383+3%$493.0K$484-$492.5K2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED12,78912,114+675+6%$478.1K$478.6K+$4422026-10-19
Davenport & Co LLC
INCREASED12,12112,101+20+0%$477.6K$453.6K-$24.1K2026-10-14
Diversify Wealth Management, LLC
INCREASED11,45410,606+848+8%$411.7K$432.0K+$20.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED11,45410,606+848+8%$411.7K$432.0K+$20.3K2026-10-20
Northbridge Financial Group, LLC
DECREASED11,39411,679-285-2%$461.0K$425.2K-$35.7K2026-11-05
Hudson Capital Management LLC
DECREASED11,31511,415-100-1%$450.6K$423.4K-$27.1K2026-10-20
First Heartland Consultants, Inc.
INCREASED11,26010,465+795+8%$413.1K$421.3K+$8.3K2026-10-08
Triumph Capital Management
DECREASED11,24115,353-4,112-27%$606.0K$420.7K-$185.3K2026-10-14
Spinnaker Investment Group, LLC
DECREASED11,22316,262-5,039-31%$641.9K$420.0K-$221.9K2026-10-13
Pettinga Financial Advisors LLC
DECREASED11,14124,141-13,000-54%$952.8K$416.9K-$535.9K2026-10-13
Richardson Financial Services Inc.
INCREASED9,7665,878+3,888+66%$232.0K$365.4K+$133.4K2026-10-30
Asset One Wealth Management LLC
DECREASED9,59010,989-1,399-13%$430.3K$358.9K-$71.4K2026-11-02
LexAurum Advisors, LLC
UNCHANGED9,5839,58300%$378.2K$358.6K-$19.6K2026-10-19
Monument Capital Management
UNCHANGED9,5619,56100%$377.4K$357.8K-$19.6K2026-10-09
William John Sempolinski
DECREASED9,52640,976-31,450-77%$1.6M$356.5K-$1.3M2026-10-20
Vise Technologies, Inc.
INCREASED9,3617,116+2,245+32%$280.9K$350.3K+$69.4K2026-10-29
Endowment Wealth Management, Inc.
INCREASED8,8717,064+1,807+26%$278.8K$332.0K+$53.1K2026-11-03
Beaumont Financial Advisors, LLC
UNCHANGED8,8588,85800%$349.6K$331.5K-$18.2K2026-10-22
Helium Advisors LLC
INCREASED8,5728,467+105+1%$334.2K$320.8K-$13.4K2026-10-23
Selby Wealth Management, LLC
DECREASED8,44839,199-30,751-78%$1.5M$316.1K-$1.2M2026-10-16
Partners Wealth Management, LLC
NEW8,235—+8,235——$308.2K—2026-10-28
SYM Financial Corp
DECREASED8,1748,225-51-1%$324.6K$305.9K-$18.8K2026-10-26
Ballast Financial Advisors LLC
DECREASED7,89410,519-2,625-25%$415.2K$295.4K-$119.8K2026-10-26
Aufman Associates Inc
INCREASED7,8287,738+90+1%$305.4K$292.9K-$12.5K2026-11-04
Objective Capital Management, LLC
DECREASED7,8008,800-1,000-11%$347.3K$291.9K-$55.5K2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED7,0317,675-644-8%$302.9K$263.1K-$39.8K2026-11-05
Aspiriant, LLC
INCREASED6,9706,770+200+3%$267.2K$260.8K-$6.4K2026-10-16
Collaborative Wealth Managment Inc.
INCREASED6,8106,602+208+3%$260.6K$254.8K-$5.7K2026-11-06
Savant Capital, LLC
DECREASED6,77012,601-5,831-46%$497.5K$253.3K-$244.2K2026-11-06
Money Concepts Capital Corp
DECREASED6,7247,597-873-11%$299.8K$251.6K-$48.2K2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED6,6546,908-254-4%$272.7K$249.0K-$23.7K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED6,5616,198+363+6%$244.6K$245.5K+$8712026-11-05
Y-Intercept (Hong Kong) Ltd
NEW6,394—+6,394——$239.3K—2026-10-16
Independent Financial Group, LLC
INCREASED6,3145,995+319+5%$236.6K$236.3K-$3532026-10-13
True North Advisors, LLC
NEW6,257—+6,257——$234.1K—2026-10-22
DKM Wealth Management, Inc.
UNCHANGED6,0766,07600%$239.8K$227.4K-$12.5K2026-10-09
Clarity Retirement & Wealth, LLC
NEW5,999—+5,999——$224.5K—2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED5,9865,982+4+0%$236.1K$224.0K-$12.1K2026-10-06
GW Henssler & Associates LTD
UNCHANGED5,8115,81100%$229.4K$217.4K-$11.9K2026-10-26
Chris Bulman Inc
UNCHANGED5,5535,55300%$219.2K$207.8K-$11.4K2026-10-20
Center For Asset Management LLC
NEW5,472—+5,472——$204.8K—2026-10-16
Patten Group, Inc.
DECREASED5,4656,354-889-14%$250.8K$204.5K-$46.3K2026-10-26
Deltec Asset Management LLC
UNCHANGED5,4005,40000%$213.1K$202.1K-$11.1K2026-10-26
US Bancorp \de\
INCREASED4,9502,559+2,391+93%$101.0K$185.2K+$84.2K2026-11-05
Private Trust Co NA
DECREASED4,8317,947-3,116-39%$313.7K$180.8K-$132.9K2026-10-20
Westside Investment Management, Inc.
UNCHANGED4,8004,80000%$189.5K$179.6K-$9.8K2026-11-02
Planning Strategies Inc.
DECREASED4,2414,346-105-2%$171.5K$158.7K-$12.8K2026-10-02
Allworth Financial LP
INCREASED4,1864,162+24+1%$164.3K$165.2K+$9672026-11-06
Citigroup Inc
INCREASED3,9511,979+1,972+100%$78.1K$147.8K+$69.7K2026-11-04
Signature Equity Partners, LLC
DECREASED3,8559,087-5,232-58%$358.7K$144.3K-$214.4K2026-10-29
PNC Financial Services Group, Inc.
DECREASED3,6503,874-224-6%$152.9K$136.6K-$16.3K2026-11-06
Parallel Advisors, LLC
INCREASED3,2652,880+385+13%$113.7K$122.2K+$8.5K2026-11-03
Nfsg Corp
INCREASED3,0563,016+40+1%$119.1K$114.4K-$4.7K2026-10-15
Eastern Bank
UNCHANGED2,6352,63500%$104.0K$98.6K-$5.4K2026-10-05
SBI Securities Co., Ltd.
INCREASED2,2842,261+23+1%$89.2K$85.5K-$3.8K2026-10-22
Mather Group, Llc.
UNCHANGED2,1342,13400%$84.2K$79.9K-$4.4K2026-10-14
Valley National Advisers Inc
DECREASED1,9254,284-2,359-55%$169.1K$72.0K-$97.1K2026-10-23
Cape Investment Advisory, Inc.
INCREASED1,6351,614+21+1%$63.7K$61.2K-$2.5K2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED1,6001,60000%$62.8K$59.7K-$3.1K2026-10-16
Archer Investment Corp
UNCHANGED1,5871,58700%$62.6K$59.4K-$3.3K2026-11-05
GHP Investment Advisors, Inc.
INCREASED1,1371,123+14+1%$44.3K$42.6K-$1.8K2026-10-15
CX Institutional
NEW1,035—+1,035——$39—2026-10-02
CoreCap Advisors, LLC
DECREASED1,0201,045-25-2%$41.2K$38.2K-$3.0K2026-10-08
United Community Bank
UNCHANGED1,0001,00000%$39.5K$37.4K-$2.1K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED880879+1+0%$34.7K$32.9K-$1.8K2026-11-04
Investors Research Corp
UNCHANGED82282200%$32.4K$30.8K-$1.7K2026-10-07
Washington Trust Advisors, Inc.
UNCHANGED79579500%$31.4K$29.7K-$1.6K2026-10-22
Pinnacle Bancorp, Inc.
DECREASED7851,759-974-55%$69.4K$29.4K-$40.1K2026-10-21
Bangor Savings Bank
NEW650—+650——$24.3K—2026-10-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED55255200%$21.8K$20.7K-$1.1K2026-10-27
Larson Financial Group LLC
DECREASED525634-109-17%$25.0K$19.6K-$5.4K2026-11-05
Pacifica Partners Inc.
UNCHANGED20020000%$7.9K$7.5K-$4032026-10-09
Abound Wealth Management
NEW172—+172——$6.4K—2026-10-26
Silver Grove Financial Group, Inc.
DECREASED129372-243-65%$14.7K$4.8K-$9.9K2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED11311300%$4.5K$4.2K-$2322026-11-02
LAM Group, Inc.
DECREASED80120-40-33%$4.7K$3.0K-$1.7K2026-10-26
Golden State Wealth Management, LLC
UNCHANGED686800%$2.7K$2.5K-$1392026-11-02
Breakwater Investment Management
NEW55—+55——$2.1K—2026-10-20
Cullen T Bankers, Inc.
UNCHANGED464600%$1.8K$1.7K-$952026-10-28
Barnes Dennig Private Wealth Management LLC
NEW36—+36——$1.3K—2026-10-30
High Point Wealth Management, LLC
NEW32—+32——$1.2K—2026-11-05
Versant Capital Management, Inc
UNCHANGED161600%$632$599-$332026-10-02
San Luis Wealth Advisors LLC
CLOSED0561,780-561,780-100%$22.2M$0-$22.2M2026-10-27
Finivi Inc.
CLOSED0261,512-261,512-100%$10.3M$0-$10.3M2026-10-13
Wakefield Asset Management Lllp
CLOSED097,044-97,044-100%$3.8M$0-$3.8M2026-11-05
Veracity Capital LLC
CLOSED025,136-25,136-100%$992.1K$0-$992.1K2026-10-08
Independent Wealth Network Inc.
CLOSED017,377-17,377-100%$685.9K$0-$685.9K2026-10-19
Founders Financial Securities LLC
CLOSED015,260-15,260-100%$602.3K$0-$602.3K2026-10-28
Paragon Capital Management Ltd
CLOSED013,704-13,704-100%$540.9K$0-$540.9K2026-10-09
Blueprint Investment Partners LLC
CLOSED010,209-10,209-100%$402.9K$0-$402.9K2026-10-28
Oppenheimer & Co Inc
CLOSED06,800-6,800-100%$268.4K$0-$268.4K2026-10-26
Citizens Financial Group Inc
CLOSED06,136-6,136-100%$242.2K$0-$242.2K2026-10-23
Cornell Pochily Investment Advisors, Inc.
CLOSED05,839-5,839-100%$230.5K$0-$230.5K2026-10-19
McElhenny Sheffield Capital Management, LLC
CLOSED05,337-5,337-100%$210.7K$0-$210.7K2026-11-06
Verus Capital Partners, LLC
CLOSED05,303-5,303-100%$209.3K$0-$209.3K2026-11-03
Institute for Wealth Management, Llc.
CLOSED02,278-2,278-100%$89.9K$0-$89.9K2026-11-06
BankPlus Trust Department
CLOSED028-28-100%$1.1K$0-$1.1K2026-11-06
FMR LLC
N/A—11,920,830-11,920,830-100%$470.5M———
Morgan Stanley
N/A—6,891,190-6,891,190-100%$272.0M———
Envestnet Asset Management Inc
N/A—4,950,940-4,950,940-100%$195.4M———
Osaic Holdings, Inc.
N/A—2,266,827-2,266,827-100%$89.5M———
UBS Group AG
N/A—2,263,548-2,263,548-100%$89.3M———
Bank of America Corp
N/A—2,221,408-2,221,408-100%$87.7M———
Wells Fargo & Company
N/A—1,808,018-1,808,018-100%$71.4M———
Capital Advisors Inc
N/A—1,368,928-1,368,928-100%$54.0M———
Cheviot Value Management, LLC
N/A—1,368,052-1,368,052-100%$54.0M———
Royal Bank of Canada
N/A—1,279,492-1,279,492-100%$50.5M———
Janney Montgomery Scott LLC
N/A—948,830-948,830-100%$37.5M———
FAS Wealth Partners, Inc.
N/A—682,427-682,427-100%$26.9M———
Horizon Investments, LLC
N/A—675,591-675,591-100%$26.4M———
WCG Wealth Advisors LLC
N/A—669,685-669,685-100%$26.4M———
HighTower Advisors, LLC
N/A—657,787-657,787-100%$26.0M———
Captrust Financial Advisors
N/A—559,128-559,128-100%$22.1M———
AQR Capital Management LLC
N/A—554,518-554,518-100%$21.9M———
Main Street Financial Solutions, LLC
N/A—532,256-532,256-100%$21.0M———
Raymond James Financial Inc
N/A—458,569-458,569-100%$18.1M———
Canal Capital Management, LLC
N/A—423,789-423,789-100%$16.7M———
Cetera Investment Advisers
N/A—422,881-422,881-100%$16.7M———
Focus Partners Wealth
N/A—383,836-383,836-100%$15.2M———
1 North Wealth Services LLC
N/A—381,624-381,624-100%$15.1M———
Steward Partners Investment Advisory, LLC
N/A—381,539-381,539-100%$15.1M———
MAI Capital Management
N/A—357,308-357,308-100%$14.1M———
Jaffetilchin Investment Partners, LLC
N/A—350,539-350,539-100%$13.8M———
NewEdge Advisors, LLC
N/A—321,032-321,032-100%$12.7M———
Mariner, LLC
N/A—281,531-281,531-100%$11.1M———
Envestnet Portfolio Solutions, Inc.
N/A—279,962-279,962-100%$11.1M———
JPMorgan Chase & Co
N/A—212,412-212,412-100%$8.4M———
Curi Capital, LLC
N/A—188,859-188,859-100%$7.5M———
Beacon Pointe Advisors, LLC
N/A—179,976-179,976-100%$7.1M———
V2 Financial group LLC
N/A—172,117-172,117-100%$6.8M———
Trivium Point Advisory, LLC
N/A—153,544-153,544-100%$6.1M———
Private Advisor Group, LLC
N/A—147,841-147,841-100%$5.8M———
Waverly Advisors, LLC
N/A—147,004-147,004-100%$5.8M———
Jones Financial Companies Lllp
N/A—143,956-143,956-100%$5.7M———
Keystone Financial Group
N/A—141,445-141,445-100%$5.6M———
Summit Financial, LLC
N/A—137,001-137,001-100%$5.4M———
Transamerica Financial Advisors, LLC
N/A—135,004-135,004-100%$5.3M———
Harbour Investments, Inc.
N/A—134,017-134,017-100%$5.3M———
Geneos Wealth Management Inc.
N/A—126,930-126,930-100%$5.0M———
Summitpoint Capital Management
N/A—125,522-125,522-100%$5.0M———
Castlekeep Investment Advisors LLC
N/A—123,744-123,744-100%$4.9M———
Citadel Advisors LLC
N/A—121,534-121,534-100%$4.8M———
Napier Financial, LLC
N/A—114,819-114,819-100%$4.5M———
HighPoint Advisor Group LLC
N/A—114,224-114,224-100%$4.5M———
Northwestern Mutual Wealth Management Co
N/A—110,891-110,891-100%$4.4M———
Capital Financial Group Inc\co\
N/A—103,496-103,496-100%$4.1M———
EP Wealth Advisors, LLC
N/A—94,869-94,869-100%$3.7M———
Orion Porfolio Solutions, LLC
N/A—94,274-94,274-100%$3.7M———
Premier Private Wealth Management LLC
N/A—91,342-91,342-100%$3.6M———
CreativeOne Wealth, LLC
N/A—86,055-86,055-100%$3.4M———
Smartleaf Asset Management LLC
N/A—81,106-81,106-100%$3.2M———
Stifel Financial Corp
N/A—80,618-80,618-100%$3.2M———
Susquehanna International Group, LLP
N/A—67,260-67,260-100%$2.7M———
Sanctuary Advisors, LLC
N/A—60,152-60,152-100%$2.4M———
Advyzon Investment Management, LLC
N/A—59,534-59,534-100%$2.3M———
Cerity Partners LLC
N/A—58,033-58,033-100%$2.3M———
All Terrain Financial Advisors, LLC
N/A—54,832-54,832-100%$2.2M———
Old Mission Capital LLC
N/A—52,596-52,596-100%$2.1M———
Fortis Advisors, LLC
N/A—52,283-52,283-100%$2.1M———
Medallion Wealth Advisors, LLC
N/A—51,681-51,681-100%$2.0M———
Glen Eagle Advisors, LLC
N/A—51,412-51,412-100%$2.0M———
Renaissance Technologies LLC
N/A—44,609-44,609-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—44,094-44,094-100%$1.7M———
Mpwm Advisory Solutions, LLC
N/A—43,404-43,404-100%$1.7M———
Pointe Capital Management LLC
N/A—39,926-39,926-100%$1.6M———
Hollencrest Capital Management
N/A—38,881-38,881-100%$1.5M———
Marshall Financial Group, LLC
N/A—37,129-37,129-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—33,881-33,881-100%$1.3M———
Baird Financial Group, Inc.
N/A—33,647-33,647-100%$1.3M———
Tranquilli Financial Advisor LLC
N/A—33,478-33,478-100%$1.3M———
Equitable Holdings, Inc.
N/A—33,266-33,266-100%$1.3M———
Bouchey Financial Group, Ltd.
N/A—32,987-32,987-100%$1.3M———
Webster Bank, N. A.
N/A—31,721-31,721-100%$1.3M———
Jane Street Group, LLC
N/A—30,400-30,400-100%$1.2M———
Mutual Advisors, LLC
N/A—30,244-30,244-100%$1.2M———
SK Wealth Management, LLC
N/A—27,627-27,627-100%$1.1M———
PFG Investments, LLC
N/A—26,959-26,959-100%$1.1M———
Motco
N/A—26,342-26,342-100%$1.0M———
First Foundation Advisors
N/A—26,036-26,036-100%$1.0M———
Strathmore Capital Advisors, Inc.
N/A—23,850-23,850-100%$928.5K———
Perennial Investment Advisors, LLC
N/A—23,822-23,822-100%$940.2K———
Goldman Sachs Group Inc
N/A—23,271-23,271-100%$918.5K———
Arkadios Wealth Advisors
N/A—22,263-22,263-100%$878.7K———
Alaethes Wealth, LLC
N/A—21,344-21,344-100%$842.4K———
Shelton Capital Management
N/A—18,727-18,727-100%$739.1K———
CIBC World Market Inc.
N/A—18,230-18,230-100%$719.5K———
MML Investors Services, LLC
N/A—17,772-17,772-100%$701.5K———
McNamara Financial Services, Inc.
N/A—16,588-16,588-100%$654.7K———
Sachetta, LLC
N/A—16,492-16,492-100%$650.9K———
Centaurus Financial, Inc.
N/A—16,355-16,355-100%$646.0K———
Beckerman Institutional, LLC
N/A—16,195-16,195-100%$639.2K———
Pinnacle Family Advisors, LLC
N/A—15,942-15,942-100%$629.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,810-15,810-100%$624.0K———
Arax Advisory Partners
N/A—14,832-14,832-100%$585.4K———
Vantus Wealth LLC
N/A—14,631-14,631-100%$577.5K———
Atlas Wealth LLC
N/A—14,297-14,297-100%$564.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—13,407-13,407-100%$529.2K———
Western Wealth Management, LLC
N/A—13,347-13,347-100%$526.8K———
Barnes Wealth Management Group, Inc
N/A—13,192-13,192-100%$520.7K———
Crux Wealth Advisors
N/A—13,075-13,075-100%$516.1K———
Westmount Partners, LLC
N/A—12,529-12,529-100%$494.5K———
Global Retirement Partners, LLC
N/A—12,157-12,157-100%$479.8K———
AE Wealth Management LLC
N/A—10,690-10,690-100%$421.9K———
Bitterroot Capital Advisors LLC
N/A—10,215-10,215-100%$403.2K———
World Investment Advisors
N/A—10,156-10,156-100%$401.4K———
Nwam LLC
N/A—9,548-9,548-100%$376.9K———
Addison Capital Co
N/A—9,341-9,341-100%$368.7K———
Strategic Investment Advisors / MI
N/A—9,303-9,303-100%$367.2K———
Blair William & Co
N/A—8,763-8,763-100%$345.9K———
Betterment LLC
N/A—8,661-8,661-100%$342.0K———
American Trust
N/A—8,657-8,657-100%$341.7K———
Two Sigma Securities, LLC
N/A—8,430-8,430-100%$332.7K———
Saiph Capital, LLC
N/A—8,427-8,427-100%$332.6K———
GeoWealth Management, LLC
N/A—8,415-8,415-100%$332.2K———
Calton & Associates, Inc.
N/A—8,272-8,272-100%$326.5K———
49 Wealth Management, LLC
N/A—8,194-8,194-100%$323.4K———
Alongside, LLC
N/A—8,194-8,194-100%$323.4K———
Thompson David Blair
N/A—8,064-8,064-100%$318.3K———
Financial Engines Advisors L.L.C.
N/A—7,592-7,592-100%$299.7K———
Fiduciary Trust Co
N/A—7,400-7,400-100%$292.1K———
Mercer Global Advisors Inc
N/A—7,395-7,395-100%$291.9K———
Wealthgarden F.S. LLC
N/A—7,205-7,205-100%$284.4K———
HRT Financial LP
N/A—7,028-7,028-100%$277.0K———
Essex Financial Services, Inc.
N/A—6,950-6,950-100%$274.3K———
First National Bank of Omaha
N/A—6,729-6,729-100%$266.5K———
Gateway Wealth Partners, LLC
N/A—6,687-6,687-100%$263.9K———
Insigneo Advisory Services, LLC
N/A—6,233-6,233-100%$246.0K———
Ethos Financial Group, LLC
N/A—6,143-6,143-100%$238.5K———
Manhattan West Asset Management, LLC
N/A—6,130-6,130-100%$242.0K———
Continuum Advisory, LLC
N/A—6,110-6,110-100%$241.2K———
Financial Strategies Group, Inc.
N/A—6,070-6,070-100%$236.3K———
FWL Investment Management, LLC
N/A—5,819-5,819-100%$229.7K———
Inspire Advisors, LLC
N/A—5,554-5,554-100%$219.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,547-5,547-100%$218.9K———
Ameriflex Group, Inc.
N/A—5,466-5,466-100%$215.7K———
Rothschild Wealth LLC
N/A—5,357-5,357-100%$211.4K———
Stratos Wealth Partners, Ltd.
N/A—5,354-5,354-100%$211.3K———
PMG Wealth Management, Inc.
N/A—5,350-5,350-100%$210.3K———
BFC Planning, Inc.
N/A—5,311-5,311-100%$209.6K———
Quantinno Capital Management LP
N/A—5,279-5,279-100%$208.4K———
IFG Advisory, LLC
N/A—4,737-4,737-100%$187.0K———
Qube Research & Technologies Ltd
N/A—4,508-4,508-100%$177.9K———
Laraway Financial Advisors Inc
N/A—4,144-4,144-100%$163.6K———
Mcguire Capital Advisors Inc
N/A—3,435-3,435-100%$135.6K———
National Bank of Canada
N/A—2,537-2,537-100%$99.8K———
Ameritas Advisory Services, LLC
N/A—2,375-2,375-100%$93.7K———
Brown Brothers Harriman & Co
N/A—1,963-1,963-100%$77.5K———
Raffa Wealth Management, LLC
N/A—1,954-1,954-100%$77.1K———
Capital Analysts, LLC
N/A—1,626-1,626-100%$64.0K———
Oakmont Advisory Group, LLC
N/A—1,340-1,340-100%$52.9K———
Prestige Wealth Management Group LLC
N/A—1,240-1,240-100%$48.9K———
Fourth Dimension Wealth, LLC
N/A—978-978-100%$38.6K———
Caldwell Sutter Capital, Inc.
N/A—923-923-100%$36.4K———
Tidemark, LLC
N/A—921-921-100%$36.4K———
Paladin Advisory Group, LLC
N/A—693-693-100%$27.4K———
Bank of Montreal
N/A—640-640-100%$25.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—514-514-100%$20.3K———
Johnson Financial Group, Inc.
N/A—510-510-100%$20.1K———
Aptus Capital Advisors, LLC
N/A—417-417-100%$16.5K———
Fiduciary Financial Advisors
N/A—336-336-100%$13.3K———
Keating Financial Advisory Services, Inc.
N/A—208-208-100%$8.2K———
SOA Wealth Advisors, Llc.
N/A—201-201-100%$7.9K———
Godfrey Financial Associates, Inc.
N/A—185-185-100%$7.3K———
Vision Retirement, LLC
N/A—136-136-100%$5.4K———
TD Capital Management LLC
N/A—132-132-100%$5.2K———
Bellevue Asset Management, LLC
N/A—90-90-100%$3.6K———
Rothschild Investment LLC
N/A—85-85-100%$3.4K———
LRI Investments, LLC
N/A—66-66-100%$2.6K———
O'shaughnessy Asset Management, LLC
N/A—37-37-100%$1.5K———
BNP Paribas Financial Markets
N/A—35-35-100%$1.4K———
Graney & King, LLC
N/A—26-26-100%$1.0K———
Financial Gravity Companies, Inc.
N/A—14-14-100%$553———
Tower Research Capital LLC (TRC)
N/A—2-2-100%$79———
Showing 385 of 385 institutions