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Spdr BBG Cmdty ST NO K1 (CERY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares611,197 from 849,036
Change-237,839 (-28%)
Value$24.0M (-$4.4M)
Filed 2026-10-21
Continuum Wealth Advisors, LLC
INCREASED
Shares602,124 from 407,023
Change+195,101 (+48%)
Value$23.6M (+$10.0M)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares336,999 from 356,282
Change-19,283 (-5%)
Value$13.2K (-$11.9M)
Filed 2026-10-26
ALM First Financial Advisors, LLC
NEW
Shares329,212
Change+329,212
Value$12.9M
Filed 2026-10-13
Aspire Private Capital, LLC
DECREASED
Shares142,699 from 209,445
Change-66,746 (-32%)
Value$5.6M (-$1.4M)
Filed 2026-11-05
Landmark Wealth Management, Inc.
DECREASED
Shares111,972 from 165,718
Change-53,746 (-32%)
Value$4.4M (-$1.1M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares110,840 from 126,614
Change-15,774 (-12%)
Value$4.3K (-$4.2M)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares104,747
Change+104,747
Value$4.1M
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares99,954 from 130,572
Change-30,618 (-23%)
Value$3.9M (-$444.8K)
Filed 2026-10-13
International Private Wealth Advisors LLC
DECREASED
Shares98,122 from 109,387
Change-11,265 (-10%)
Value$3.8M (+$191.5K)
Filed 2026-11-05
Raleigh Capital Management Inc.
DECREASED
Shares80,483 from 116,452
Change-35,969 (-31%)
Value$3.2M (-$736.5K)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED
Shares68,738 from 65,477
Change+3,261 (+5%)
Value$2.7M (+$507.0K)
Filed 2026-11-02
Midwest Financial Network, LLC
INCREASED
Shares55,361 from 54,583
Change+778 (+1%)
Value$2.2M (+$346.6K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares47,501 from 47,612
Change-111 (0%)
Value$1.9M (+$271.3K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares47,439 from 46,512
Change+927 (+2%)
Value$1.9M (+$305.7K)
Filed 2026-10-23
Smart Wealth LLC
DECREASED
Shares41,258 from 47,069
Change-5,811 (-12%)
Value$1.6M (+$44.6K)
Filed 2026-11-04
Legacy Wealth Partners, LLC
DECREASED
Shares39,772 from 45,575
Change-5,803 (-13%)
Value$1.6M (+$36.3K)
Filed 2026-10-15
Global Financial Private Client, LLC
DECREASED
Shares33,854 from 35,959
Change-2,105 (-6%)
Value$1.3M (+$125.6K)
Filed 2026-10-15
Lockerman Financial Group, Inc.
DECREASED
Shares29,213 from 35,436
Change-6,223 (-18%)
Value$1.1M (-$38.9K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares29,104 from 29,000
Change+104 (+0%)
Value$1.1M (+$172.0K)
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares25,195 from 26,862
Change-1,667 (-6%)
Value$988.1K (+$90.2K)
Filed 2026-10-09
Sharkey, Howes & Javer
DECREASED
Shares21,536 from 35,411
Change-13,875 (-39%)
Value$844.6K (-$339.1K)
Filed 2026-10-22
Richardson Financial Services Inc.
DECREASED
Shares20,251 from 26,816
Change-6,565 (-24%)
Value$794.2K (-$102.2K)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares20,129 from 16,626
Change+3,503 (+21%)
Value$789.5K (+$233.7K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares19,670 from 19,027
Change+643 (+3%)
Value$771.5K (+$135.4K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
INCREASED
Shares19,349 from 11,622
Change+7,727 (+66%)
Value$758.9K (+$370.3K)
Filed 2026-11-03
Oarsman Capital, Inc.
INCREASED
Shares17,320 from 17,265
Change+55 (+0%)
Value$679.3K (+$102.1K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares14,825 from 21,863
Change-7,038 (-32%)
Value$581.4K (-$149.4K)
Filed 2026-10-30
Mather Group, Llc.
NEW
Shares14,604
Change+14,604
Value$572.8K
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares14,570 from 34,517
Change-19,947 (-58%)
Value$571.4K (-$582.5K)
Filed 2026-10-21
WealthPoint Financial, LLC
DECREASED
Shares14,384 from 19,838
Change-5,454 (-27%)
Value$564.1K (-$99.0K)
Filed 2026-11-03
Basso Capital Management, L.P.
NEW
Shares14,050
Change+14,050
Value$551.0K
Filed 2026-10-30
Hibernia Wealth Partners, LLC
INCREASED
Shares13,379 from 13,005
Change+374 (+3%)
Value$524.7K (+$90.0K)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
DECREASED
Shares12,915 from 19,827
Change-6,912 (-35%)
Value$506.5K (-$155.4K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares12,789 from 12,755
Change+34 (+0%)
Value$501.6K (+$75.2K)
Filed 2026-11-04
Virtue Capital Management, LLC
NEW
Shares12,183
Change+12,183
Value$477.8K
Filed 2026-10-29
Atria Investments, Inc
DECREASED
Shares10,753 from 11,957
Change-1,204 (-10%)
Value$421.7K (+$22.0K)
Filed 2026-10-15
Aegis Wealth Management, Inc.
DECREASED
Shares9,942 from 12,089
Change-2,147 (-18%)
Value$389.9K (-$14.2K)
Filed 2026-10-26
Spinnaker Investment Group, LLC
INCREASED
Shares9,038 from 7,872
Change+1,166 (+15%)
Value$354.5K (+$91.3K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares8,910 from 9,169
Change-259 (-3%)
Value$349.5K (+$42.9K)
Filed 2026-10-08
Balboa Wealth Partners
DECREASED
Shares8,134 from 12,724
Change-4,590 (-36%)
Value$319.0K (-$106.3K)
Filed 2026-10-20
October Effect Ltd
INCREASED
Shares8,132 from 6,667
Change+1,465 (+22%)
Value$318.9K (+$96.1K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares8,101 from 7,497
Change+604 (+8%)
Value$317.7K (+$67.1K)
Filed 2026-10-27
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares7,829 from 8,575
Change-746 (-9%)
Value$307.1K (+$20.4K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares6,817 from 7,322
Change-505 (-7%)
Value$267.4K (+$22.6K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares6,797 from 6,783
Change+14 (+0%)
Value$266.6K (+$39.8K)
Filed 2026-10-23
Absolute Capital Management, LLC
DECREASED
Shares6,673 from 8,828
Change-2,155 (-24%)
Value$261.7K (-$33.4K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
NEW
Shares6,539
Change+6,539
Value$256.5K
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED
Shares6,515 from 6,709
Change-194 (-3%)
Value$255.5K (+$31.3K)
Filed 2026-11-02
T3 Companies, LLC
NEW
Shares5,825
Change+5,825
Value$228.5K
Filed 2026-10-22
USAdvisors Wealth Management, LLC
NEW
Shares5,546
Change+5,546
Value$217
Filed 2026-10-21
Zega Investments, LLC
DECREASED
Shares5,539 from 16,054
Change-10,515 (-65%)
Value$217.2K (-$319.4K)
Filed 2026-11-04
Triumph Capital Management
DECREASED
Shares4,185 from 5,342
Change-1,157 (-22%)
Value$164.1K (-$14.4K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares3,350 from 3,553
Change-203 (-6%)
Value$131.4K (+$12.6K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares1,728 from 1,921
Change-193 (-10%)
Value$67.8K (+$3.6K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
INCREASED
Shares1,685 from 1,623
Change+62 (+4%)
Value$66.1K (+$11.8K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares1,015 from 1,160
Change-145 (-12%)
Value$39.8K (+$1.0K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares986
Change+986
Value$38.7K
Filed 2026-10-27
Cohalo Advisory LLC
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$33.8K (+$5.0K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED
Shares645 from 555
Change+90 (+16%)
Value$25.3K (+$6.7K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares560 from 485
Change+75 (+15%)
Value$22.0K (+$5.8K)
Filed 2026-10-26
Key Capital Management, Inc
DECREASED
Shares498 from 519
Change-21 (-4%)
Value$19.5K (+$2.2K)
Filed 2026-11-03
Covestor Ltd
DECREASED
Shares490 from 630
Change-140 (-22%)
Value$19 (-$21.0K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
NEW
Shares439
Change+439
Value$17.2K
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares348 from 49
Change+299 (+610%)
Value$13.6K (+$12.0K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares267 from 388
Change-121 (-31%)
Value$10.5K (-$2.5K)
Filed 2026-10-13
Buck Wealth Strategies, LLC
DECREASED
Shares266 from 413
Change-147 (-36%)
Value$10.4K (-$3.4K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares236 from 360
Change-124 (-34%)
Value$9.3K (-$2.8K)
Filed 2026-11-05
Beacon Financial Strategies Corp
NEW
Shares186
Change+186
Value$7.3K
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares152 from 139
Change+13 (+9%)
Value$6.0K (+$1.3K)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
DECREASED
Shares105 from 136
Change-31 (-23%)
Value$4.1K (-$428)
Filed 2026-11-02
Reap Financial Group, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$4.1K (+$608)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares100 from 144
Change-44 (-31%)
Value$3.9K (-$896)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares84
Change+84
Value$3.3K
Filed 2026-11-03
Parallel Advisors, LLC
NEW
Shares62
Change+62
Value$2.4K
Filed 2026-11-03
Networth Advisors, LLC
DECREASED
Shares30 from 34
Change-4 (-12%)
Value$1.2K (+$40)
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$588 (+$87)
Filed 2026-11-05
New York Life Investment Management LLC
CLOSED
Shares0 from 160,775
Change-160,775 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-04
Kelly Financial Services LLC
CLOSED
Shares0 from 6,921
Change-6,921 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-20
Groesbeck Investment Management Corp
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$50)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-23
State Street Corp
N/A
Shares— from 6,225,233
Change-6,225,233 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,727,861
Change-1,727,861 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,511,351
Change-1,511,351 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,342,660
Change-1,342,660 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 470,072
Change-470,072 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 437,134
Change-437,134 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 401,953
Change-401,953 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 336,165
Change-336,165 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 239,481
Change-239,481 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 209,537
Change-209,537 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 204,400
Change-204,400 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 143,579
Change-143,579 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 122,481
Change-122,481 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 117,305
Change-117,305 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 106,238
Change-106,238 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 100,384
Change-100,384 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 85,845
Change-85,845 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 82,805
Change-82,805 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 67,523
Change-67,523 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 56,365
Change-56,365 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 47,311
Change-47,311 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 42,149
Change-42,149 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 40,402
Change-40,402 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 40,380
Change-40,380 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 39,454
Change-39,454 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 37,454
Change-37,454 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 32,681
Change-32,681 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 24,409
Change-24,409 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,421
Change-23,421 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 23,395
Change-23,395 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 22,054
Change-22,054 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 21,505
Change-21,505 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 19,220
Change-19,220 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 17,980
Change-17,980 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 17,281
Change-17,281 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,026
Change-15,026 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 13,550
Change-13,550 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,862
Change-11,862 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 10,118
Change-10,118 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 9,369
Change-9,369 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 7,170
Change-7,170 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 438
Change-438 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 118
Change-118 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Status
Assetmark, Inc
DECREASED611,197849,036-237,839-28%$28.4M$24.0M-$4.4M2026-10-21
Continuum Wealth Advisors, LLC
INCREASED602,124407,023+195,101+48%$13.6M$23.6M+$10.0M2026-10-20
Park Avenue Securities LLC
DECREASED336,999356,282-19,283-5%$11.9M$13.2K-$11.9M2026-10-26
ALM First Financial Advisors, LLC
NEW329,212—+329,212——$12.9M—2026-10-13
Aspire Private Capital, LLC
DECREASED142,699209,445-66,746-32%$7.0M$5.6M-$1.4M2026-11-05
Landmark Wealth Management, Inc.
DECREASED111,972165,718-53,746-32%$5.5M$4.4M-$1.1M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED110,840126,614-15,774-12%$4.2M$4.3K-$4.2M2026-11-02
Leo Wealth, LLC
NEW104,747—+104,747——$4.1M—2026-10-26
Signal Advisors Wealth, LLC
DECREASED99,954130,572-30,618-23%$4.4M$3.9M-$444.8K2026-10-13
International Private Wealth Advisors LLC
DECREASED98,122109,387-11,265-10%$3.7M$3.8M+$191.5K2026-11-05
Raleigh Capital Management Inc.
DECREASED80,483116,452-35,969-31%$3.9M$3.2M-$736.5K2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED68,73865,477+3,261+5%$2.2M$2.7M+$507.0K2026-11-02
Midwest Financial Network, LLC
INCREASED55,36154,583+778+1%$1.8M$2.2M+$346.6K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED47,50147,612-1110%$1.6M$1.9M+$271.3K2026-10-16
Simplicity Wealth,LLC
INCREASED47,43946,512+927+2%$1.6M$1.9M+$305.7K2026-10-23
Smart Wealth LLC
DECREASED41,25847,069-5,811-12%$1.6M$1.6M+$44.6K2026-11-04
Legacy Wealth Partners, LLC
DECREASED39,77245,575-5,803-13%$1.5M$1.6M+$36.3K2026-10-15
Global Financial Private Client, LLC
DECREASED33,85435,959-2,105-6%$1.2M$1.3M+$125.6K2026-10-15
Lockerman Financial Group, Inc.
DECREASED29,21335,436-6,223-18%$1.2M$1.1M-$38.9K2026-10-19
RFG Advisory, LLC
INCREASED29,10429,000+104+0%$969.5K$1.1M+$172.0K2026-11-03
Balefire, LLC
DECREASED25,19526,862-1,667-6%$898.0K$988.1K+$90.2K2026-10-09
Sharkey, Howes & Javer
DECREASED21,53635,411-13,875-39%$1.2M$844.6K-$339.1K2026-10-22
Richardson Financial Services Inc.
DECREASED20,25126,816-6,565-24%$896.5K$794.2K-$102.2K2026-10-30
Ethic Inc.
INCREASED20,12916,626+3,503+21%$555.8K$789.5K+$233.7K2026-11-03
Kestra Advisory Services, LLC
INCREASED19,67019,027+643+3%$636.1K$771.5K+$135.4K2026-11-02
BlueChip Wealth Advisors LLC
INCREASED19,34911,622+7,727+66%$388.5K$758.9K+$370.3K2026-11-03
Oarsman Capital, Inc.
INCREASED17,32017,265+55+0%$577.2K$679.3K+$102.1K2026-11-05
Ascent Group, LLC
DECREASED14,82521,863-7,038-32%$730.9K$581.4K-$149.4K2026-10-30
Mather Group, Llc.
NEW14,604—+14,604——$572.8K—2026-10-14
Axxcess Wealth Management, LLC
DECREASED14,57034,517-19,947-58%$1.2M$571.4K-$582.5K2026-10-21
WealthPoint Financial, LLC
DECREASED14,38419,838-5,454-27%$663.2K$564.1K-$99.0K2026-11-03
Basso Capital Management, L.P.
NEW14,050—+14,050——$551.0K—2026-10-30
Hibernia Wealth Partners, LLC
INCREASED13,37913,005+374+3%$434.8K$524.7K+$90.0K2026-10-29
Outlook Wealth Advisors, LLC
DECREASED12,91519,827-6,912-35%$661.9K$506.5K-$155.4K2026-10-28
Creative Financial Designs Inc
INCREASED12,78912,755+34+0%$426.4K$501.6K+$75.2K2026-11-04
Virtue Capital Management, LLC
NEW12,183—+12,183——$477.8K—2026-10-29
Atria Investments, Inc
DECREASED10,75311,957-1,204-10%$399.7K$421.7K+$22.0K2026-10-15
Aegis Wealth Management, Inc.
DECREASED9,94212,089-2,147-18%$404.1K$389.9K-$14.2K2026-10-26
Spinnaker Investment Group, LLC
INCREASED9,0387,872+1,166+15%$263.2K$354.5K+$91.3K2026-10-13
Farther Finance Advisors, LLC
DECREASED8,9109,169-259-3%$306.5K$349.5K+$42.9K2026-10-08
Balboa Wealth Partners
DECREASED8,13412,724-4,590-36%$425.4K$319.0K-$106.3K2026-10-20
October Effect Ltd
INCREASED8,1326,667+1,465+22%$222.9K$318.9K+$96.1K2026-10-20
VestGen Advisors, LLC
INCREASED8,1017,497+604+8%$250.6K$317.7K+$67.1K2026-10-27
Sanchez Gaunt Capital Management, LLC
DECREASED7,8298,575-746-9%$286.7K$307.1K+$20.4K2026-11-03
MGO One Seven LLC
DECREASED6,8177,322-505-7%$244.8K$267.4K+$22.6K2026-10-28
Sowell Financial Services LLC
INCREASED6,7976,783+14+0%$226.7K$266.6K+$39.8K2026-10-23
Absolute Capital Management, LLC
DECREASED6,6738,828-2,155-24%$295.1K$261.7K-$33.4K2026-10-16
Worth Financial Advisory Group, LLC
NEW6,539—+6,539——$256.5K—2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED6,5156,709-194-3%$224.3K$255.5K+$31.3K2026-11-02
T3 Companies, LLC
NEW5,825—+5,825——$228.5K—2026-10-22
USAdvisors Wealth Management, LLC
NEW5,546—+5,546——$217—2026-10-21
Zega Investments, LLC
DECREASED5,53916,054-10,515-65%$536.7K$217.2K-$319.4K2026-11-04
Triumph Capital Management
DECREASED4,1855,342-1,157-22%$178.6K$164.1K-$14.4K2026-10-14
IFP Advisors, Inc
DECREASED3,3503,553-203-6%$118.8K$131.4K+$12.6K2026-10-16
Evolution Wealth Management Inc.
DECREASED1,7281,921-193-10%$64.2K$67.8K+$3.6K2026-10-28
Brown, Lisle Ings, Inc.
INCREASED1,6851,623+62+4%$54.3K$66.1K+$11.8K2026-10-16
Private Trust Co NA
DECREASED1,0151,160-145-12%$38.8K$39.8K+$1.0K2026-10-20
Latitude Advisors, LLC
NEW986—+986——$38.7K—2026-10-27
Cohalo Advisory LLC
UNCHANGED86186100%$28.8K$33.8K+$5.0K2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED645555+90+16%$18.6K$25.3K+$6.7K2026-11-02
Lanark Financial, Inc.
INCREASED560485+75+15%$16.2K$22.0K+$5.8K2026-10-26
Key Capital Management, Inc
DECREASED498519-21-4%$17.4K$19.5K+$2.2K2026-11-03
Covestor Ltd
DECREASED490630-140-22%$21.0K$19-$21.0K2026-10-30
Pinnacle Wealth Planning Services, Inc.
NEW439—+439——$17.2K—2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED34849+299+610%$1.6K$13.6K+$12.0K2026-11-03
Cape Investment Advisory, Inc.
DECREASED267388-121-31%$13.0K$10.5K-$2.5K2026-10-13
Buck Wealth Strategies, LLC
DECREASED266413-147-36%$13.8K$10.4K-$3.4K2026-10-28
Fifth Third Bancorp
DECREASED236360-124-34%$12.0K$9.3K-$2.8K2026-11-05
Beacon Financial Strategies Corp
NEW186—+186——$7.3K—2026-10-14
CoreCap Advisors, LLC
INCREASED152139+13+9%$4.6K$6.0K+$1.3K2026-10-08
Lloyd Advisory Services, Llc.
DECREASED105136-31-23%$4.5K$4.1K-$4282026-11-02
Reap Financial Group, LLC
UNCHANGED10510500%$3.5K$4.1K+$6082026-11-02
Kingdom Financial Group Llc.
DECREASED100144-44-31%$4.8K$3.9K-$8962026-11-04
Ascentis Independent Advisors
NEW84—+84——$3.3K—2026-11-03
Parallel Advisors, LLC
NEW62—+62——$2.4K—2026-11-03
Networth Advisors, LLC
DECREASED3034-4-12%$1.1K$1.2K+$402026-11-03
Rossby Financial, LCC
UNCHANGED151500%$501$588+$872026-11-05
New York Life Investment Management LLC
CLOSED0160,775-160,775-100%$5.4M$0-$5.4M2026-11-04
Kelly Financial Services LLC
CLOSED06,921-6,921-100%$231.4K$0-$231.4K2026-10-20
Groesbeck Investment Management Corp
CLOSED01,490-1,490-100%$50$0-$502026-10-26
AdvisorNet Financial, Inc
CLOSED0648-648-100%$21.7K$0-$21.7K2026-10-15
Stone House Investment Management, LLC
CLOSED0246-246-100%$8.2K$0-$8.2K2026-10-23
State Street Corp
N/A—6,225,233-6,225,233-100%$208.1M———
LPL Financial LLC
N/A—1,727,861-1,727,861-100%$57.8M———
Envestnet Asset Management Inc
N/A—1,511,351-1,511,351-100%$50.5M———
Envestnet Portfolio Solutions, Inc.
N/A—1,342,660-1,342,660-100%$44.9M———
Cambria Investment Management, L.P.
N/A—470,072-470,072-100%$15.7M———
Private Advisory Group LLC
N/A—437,134-437,134-100%$14.6M———
Cerity Partners LLC
N/A—401,953-401,953-100%$13.4M———
Raymond James Financial Inc
N/A—336,165-336,165-100%$11.2M———
Wells Fargo & Company
N/A—239,481-239,481-100%$8.0M———
Empowered Funds, LLC
N/A—209,537-209,537-100%$7.0M———
AlTi Global, Inc.
N/A—204,400-204,400-100%$6.8M———
Bank of America Corp
N/A—143,579-143,579-100%$4.8M———
Cetera Investment Advisers
N/A—122,481-122,481-100%$4.1M———
HighTower Advisors, LLC
N/A—117,305-117,305-100%$3.9M———
Harbour Investments, Inc.
N/A—106,238-106,238-100%$3.6M———
Principal Securities, Inc.
N/A—100,384-100,384-100%$3.4M———
AE Wealth Management LLC
N/A—85,845-85,845-100%$2.9M———
MML Investors Services, LLC
N/A—82,805-82,805-100%$2.8M———
Capital Investment Management, Inc.
N/A—67,523-67,523-100%$2.3M———
Tidal Investments LLC
N/A—56,365-56,365-100%$1.9M———
Belpointe Asset Management LLC
N/A—47,311-47,311-100%$1.6M———
CreativeOne Wealth, LLC
N/A—42,149-42,149-100%$1.4M———
Sanctuary Advisors, LLC
N/A—40,402-40,402-100%$1.4M———
Novus Advisors, LLC
N/A—40,380-40,380-100%$1.3M———
HighPoint Advisor Group LLC
N/A—39,454-39,454-100%$1.3M———
Johnson Investment Counsel Inc
N/A—37,454-37,454-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—32,681-32,681-100%$1.1M———
Western Wealth Management, LLC
N/A—24,409-24,409-100%$816.0K———
Osaic Holdings, Inc.
N/A—23,421-23,421-100%$783.0K———
GeoWealth Management, LLC
N/A—23,395-23,395-100%$782.1K———
Independent Advisor Alliance
N/A—22,054-22,054-100%$737.3K———
Founders Financial Alliance, LLC
N/A—21,505-21,505-100%$718.9K———
FSB Premier Wealth Management, Inc.
N/A—19,220-19,220-100%$642.5K———
Astoria Portfolio Advisors Llc.
N/A—17,980-17,980-100%$601.1K———
World Investment Advisors
N/A—17,281-17,281-100%$582.2K———
Betterment LLC
N/A—15,026-15,026-100%$502.0K———
Arete Wealth Advisors, LLC
N/A—13,550-13,550-100%$453.0K———
Nwam LLC
N/A—11,862-11,862-100%$396.5K———
Wealth Watch Advisors, Inc
N/A—10,118-10,118-100%$338.2K———
Maridea Wealth Management LLC
N/A—9,369-9,369-100%$313.2K———
Hobbs Group Advisors, LLC
N/A—7,170-7,170-100%$239.7K———
Ruggiero Investments, Inc.
N/A—6,917-6,917-100%$231.2K———
Morgan Stanley
N/A—6,870-6,870-100%$229.7K———
FSA Advisors, Inc.
N/A—6,656-6,656-100%$222.5K———
PCB Capital LLC
N/A—6,474-6,474-100%$216.4K———
Strategic Investment Advisors / MI
N/A—5,738-5,738-100%$191.8K———
Richard W. Paul & Associates, LLC
N/A—5,665-5,665-100%$189.4K———
Smartleaf Asset Management LLC
N/A—5,268-5,268-100%$174.8K———
UBS Group AG
N/A—2,143-2,143-100%$71.6K———
Northwestern Mutual Wealth Management Co
N/A—1,489-1,489-100%$49.8K———
Royal Bank of Canada
N/A—1,460-1,460-100%$48.0K———
Steward Partners Investment Advisory, LLC
N/A—1,000-1,000-100%$33.4K———
Global Retirement Partners, LLC
N/A—501-501-100%$16.7K———
Geneos Wealth Management Inc.
N/A—438-438-100%$14.6K———
Aptus Capital Advisors, LLC
N/A—428-428-100%$14.3K———
O'shaughnessy Asset Management, LLC
N/A—178-178-100%$6.0K———
Continuum Advisory, LLC
N/A—154-154-100%$5.1K———
JPMorgan Chase & Co
N/A—118-118-100%$3.9K———
Capital Analysts, LLC
N/A—82-82-100%$3———
Meramec Financial Planners, LLC
N/A—47-47-100%$1.7K———
Showing 142 of 142 institutions