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SS Spdrb B 3-12M T-Bill ETF (BILS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares394,183 from 345,930
Change+48,253 (+14%)
Value$39.2M (+$4.8M)
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares337,725 from 329,361
Change+8,364 (+3%)
Value$33.5M (+$817.7K)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares334,236 from 336,542
Change-2,306 (-1%)
Value$33.2M (-$242.5K)
Filed 2026-10-30
Asset One Wealth Management LLC
INCREASED
Shares284,614 from 253,471
Change+31,143 (+12%)
Value$28.3M (+$3.1M)
Filed 2026-11-02
Pecaut & Co.
INCREASED
Shares263,878 from 259,692
Change+4,186 (+2%)
Value$26.2M (+$405.5K)
Filed 2026-10-27
SoundView Advisors Inc.
INCREASED
Shares261,984 from 245,844
Change+16,140 (+7%)
Value$26.0K (-$24.4M)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares240,509 from 262,178
Change-21,669 (-8%)
Value$23.9M (-$2.2M)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares194,613 from 184,858
Change+9,755 (+5%)
Value$19.3M (+$961.7K)
Filed 2026-10-19
Bell Bank
DECREASED
Shares189,659 from 362,045
Change-172,386 (-48%)
Value$18.8M (-$17.1M)
Filed 2026-10-21
AlphaCore Capital LLC
DECREASED
Shares154,941 from 214,341
Change-59,400 (-28%)
Value$15.4M (-$5.9M)
Filed 2026-11-04
Treasure Coast Financial Planning
INCREASED
Shares154,207 from 143,209
Change+10,998 (+8%)
Value$15.3M (+$1.1M)
Filed 2026-11-03
DBK Financial Counsel, LLC
INCREASED
Shares149,292 from 132,170
Change+17,122 (+13%)
Value$14.8M (+$1.7M)
Filed 2026-10-13
Promethium Advisors,llc
INCREASED
Shares147,971 from 131,967
Change+16,004 (+12%)
Value$14.7M (+$1.6M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares144,232 from 106,404
Change+37,828 (+36%)
Value$14.3K (-$10.6M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares105,889 from 71,451
Change+34,438 (+48%)
Value$10.5M (+$3.4M)
Filed 2026-10-08
Anson Capital, Inc.
INCREASED
Shares105,367 from 101,141
Change+4,226 (+4%)
Value$10.5M (+$415.8K)
Filed 2026-10-23
Total Clarity Wealth Management, Inc.
INCREASED
Shares94,739 from 58,374
Change+36,365 (+62%)
Value$9.4M (+$3.6M)
Filed 2026-10-26
Ndwm LLC
DECREASED
Shares85,065 from 98,197
Change-13,132 (-13%)
Value$8.5M (-$1.3M)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares78,246 from 64,801
Change+13,445 (+21%)
Value$7.8M (+$1.3M)
Filed 2026-10-21
Victory Financial Group, LLC
INCREASED
Shares70,087 from 17,614
Change+52,473 (+298%)
Value$7.0M (+$5.2M)
Filed 2026-10-27
Quadrant Capital Group LLC
INCREASED
Shares66,583 from 65,709
Change+874 (+1%)
Value$6.6M (+$73.5K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares62,041 from 57,445
Change+4,596 (+8%)
Value$6.2M (+$454.3K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares61,647 from 65,179
Change-3,532 (-5%)
Value$6.1M (-$353.5K)
Filed 2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED
Shares55,249 from 47,846
Change+7,403 (+15%)
Value$5.5M (+$733.6K)
Filed 2026-10-19
Altiora Financial Group, LLC
DECREASED
Shares49,967 from 52,463
Change-2,496 (-5%)
Value$5.0M (-$250.1K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares49,497 from 53,418
Change-3,921 (-7%)
Value$4.9M (-$391.6K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares46,008 from 46,581
Change-573 (-1%)
Value$4.6M (-$58.8K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares43,028 from 45,054
Change-2,026 (-4%)
Value$4.3M (-$203.0K)
Filed 2026-10-21
Entrewealth, LLC
DECREASED
Shares40,320 from 42,827
Change-2,507 (-6%)
Value$4.0M (-$242.2K)
Filed 2026-10-14
Carrera Capital Advisors
INCREASED
Shares39,076 from 38,849
Change+227 (+1%)
Value$3.9M (+$21.0K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares38,745 from 40,402
Change-1,657 (-4%)
Value$3.8M (-$166.2K)
Filed 2026-10-15
Hibernia Wealth Partners, LLC
DECREASED
Shares36,920 from 42,906
Change-5,986 (-14%)
Value$3.7M (-$596.3K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares35,187 from 32,730
Change+2,457 (+8%)
Value$3.5M (+$242.8K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares32,370 from 25,250
Change+7,120 (+28%)
Value$3.2M (+$706.3K)
Filed 2026-10-30
Guidance Capital, Inc
INCREASED
Shares29,528 from 28,298
Change+1,230 (+4%)
Value$2.9M (+$116.8K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares28,238 from 29,969
Change-1,731 (-6%)
Value$2.8M (-$173.1K)
Filed 2026-10-16
Advisor Resource Council
DECREASED
Shares26,099 from 30,375
Change-4,276 (-14%)
Value$2.6M (-$426.4K)
Filed 2026-11-05
Weaver Capital Management LLC
INCREASED
Shares26,078 from 25,252
Change+826 (+3%)
Value$2.6M (+$79.5K)
Filed 2026-10-15
Beacon Capital Management, Inc.
DECREASED
Shares24,855 from 27,231
Change-2,376 (-9%)
Value$2.5M (-$237.1K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares22,757 from 26,335
Change-3,578 (-14%)
Value$2.3M (-$356.5K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares20,527 from 26,725
Change-6,198 (-23%)
Value$2.0M (-$616.8K)
Filed 2026-10-28
Bright Futures Wealth Management, Llc.
INCREASED
Shares19,327 from 18,976
Change+351 (+2%)
Value$1.9M (+$34.1K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
INCREASED
Shares18,333 from 17,857
Change+476 (+3%)
Value$1.8K (+$46)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares18,205 from 13,866
Change+4,339 (+31%)
Value$1.8M (+$430.5K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares16,750 from 17,982
Change-1,232 (-7%)
Value$1.7M (-$123.1K)
Filed 2026-10-15
Pacific Sage Partners, LLC
DECREASED
Shares16,198 from 158,075
Change-141,877 (-90%)
Value$1.6M (-$14.1M)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED
Shares14,276 from 17,079
Change-2,803 (-16%)
Value$1.4M (-$279.3K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares13,658 from 15,616
Change-1,958 (-13%)
Value$1.4M (-$195.2K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares13,609 from 15,314
Change-1,705 (-11%)
Value$1.4M (-$170.0K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares13,442 from 16,883
Change-3,441 (-20%)
Value$1.3K (-$1.7M)
Filed 2026-10-22
Lynx Investment Advisory
INCREASED
Shares13,266 from 12,757
Change+509 (+4%)
Value$1.3M (+$50.0K)
Filed 2026-10-27
Parsons Capital Management Inc
DECREASED
Shares12,865 from 14,439
Change-1,574 (-11%)
Value$1.3M (-$157.0K)
Filed 2026-10-28
Tortuga Wealth Management, Inc
DECREASED
Shares12,746 from 12,837
Change-91 (-1%)
Value$1.3M (-$9.0K)
Filed 2026-10-27
Patten Group, Inc.
DECREASED
Shares12,116 from 14,503
Change-2,387 (-16%)
Value$1.2M (-$237.7K)
Filed 2026-10-26
Iams Wealth Management, LLC
DECREASED
Shares12,051 from 13,253
Change-1,202 (-9%)
Value$1.2M (-$120.0K)
Filed 2026-10-15
Beacon Financial Group
DECREASED
Shares11,840 from 12,709
Change-869 (-7%)
Value$1.2M (-$86.8K)
Filed 2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED
Shares11,731 from 14,366
Change-2,635 (-18%)
Value$1.2M (-$262.3K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares11,311 from 10,919
Change+392 (+4%)
Value$1.1M (+$38.5K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
DECREASED
Shares11,030 from 11,782
Change-752 (-6%)
Value$1.1M (-$75.2K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares10,894 from 14,169
Change-3,275 (-23%)
Value$1.1M (-$324.9K)
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
INCREASED
Shares10,165 from 9,745
Change+420 (+4%)
Value$1.0M (+$41.3K)
Filed 2026-11-02
National Wealth Management Group, LLC
DECREASED
Shares10,040 from 10,047
Change-7 (0%)
Value$997.3K (-$1.1K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares9,620 from 13,703
Change-4,083 (-30%)
Value$955.7K (-$406.2K)
Filed 2026-10-19
Sheets Smith Wealth Management
DECREASED
Shares9,386 from 9,414
Change-28 (0%)
Value$932.4K (-$3.2K)
Filed 2026-10-16
Parkway Wealth Management Group, LLC
INCREASED
Shares9,306 from 9,188
Change+118 (+1%)
Value$924.5K (+$11.3K)
Filed 2026-10-20
Tcfg Investment Advisors, LLC
DECREASED
Shares8,490 from 8,580
Change-90 (-1%)
Value$843.4K (-$9.3K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares8,191 from 8,064
Change+127 (+2%)
Value$813.8K (+$12.3K)
Filed 2026-11-02
Silverlake Wealth Management LLC
INCREASED
Shares7,954 from 6,992
Change+962 (+14%)
Value$790.2K (+$95.3K)
Filed 2026-10-21
Transcendent Capital Group LLC
INCREASED
Shares7,644 from 7,626
Change+18 (+0%)
Value$759.3K (+$1.4K)
Filed 2026-10-28
Studio Investment Management LLC
INCREASED
Shares7,624 from 7,208
Change+416 (+6%)
Value$757.4K (+$41.0K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares7,621 from 8,270
Change-649 (-8%)
Value$757.1K (-$64.8K)
Filed 2026-10-08
XXI Wealth, LLC
DECREASED
Shares7,526 from 8,836
Change-1,310 (-15%)
Value$747.6K (-$130.5K)
Filed 2026-10-22
Core Wealth Partners LLC
NEW
Shares7,455
Change+7,455
Value$740.6K
Filed 2026-11-02
KPP Advisory Services LLC
DECREASED
Shares7,435 from 8,020
Change-585 (-7%)
Value$738.6K (-$58.4K)
Filed 2026-10-26
StoneX Group Inc.
DECREASED
Shares7,075 from 15,476
Change-8,401 (-54%)
Value$703.1K (-$835.2K)
Filed 2026-11-03
Manchester Capital Management LLC
INCREASED
Shares6,855 from 5,088
Change+1,767 (+35%)
Value$681.0K (+$175.3K)
Filed 2026-10-22
Nemes Rush Group LLC
INCREASED
Shares6,844 from 6,755
Change+89 (+1%)
Value$679.9K (+$8.6K)
Filed 2026-11-04
RiverTree Advisors, LLC
INCREASED
Shares6,431 from 6,100
Change+331 (+5%)
Value$638.9K (+$32.7K)
Filed 2026-10-13
GK Wealth Management LLC
DECREASED
Shares6,339 from 7,763
Change-1,424 (-18%)
Value$629.7K (-$141.8K)
Filed 2026-10-09
MCF Advisors LLC
DECREASED
Shares5,892 from 6,745
Change-853 (-13%)
Value$585.3K (-$85.0K)
Filed 2026-10-28
Highline Wealth Partners LLC
DECREASED
Shares5,872 from 11,302
Change-5,430 (-48%)
Value$583.4K (-$539.8K)
Filed 2026-10-19
Tableaux LLC
DECREASED
Shares5,656 from 6,395
Change-739 (-12%)
Value$561.9K (-$73.7K)
Filed 2026-10-23
Gibbs Wealth Management
INCREASED
Shares5,134 from 4,166
Change+968 (+23%)
Value$510.0K (+$96.0K)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares4,878 from 4,323
Change+555 (+13%)
Value$484.6K (+$55.0K)
Filed 2026-10-16
Ritholtz Wealth Management
NEW
Shares4,800
Change+4,800
Value$476.9K
Filed 2026-11-05
Ridgeline Wealth Planning, LLC
DECREASED
Shares4,758 from 5,990
Change-1,232 (-21%)
Value$472.7K (-$122.7K)
Filed 2026-10-29
Values First Advisors, Inc.
DECREASED
Shares4,709 from 18,807
Change-14,098 (-75%)
Value$467.8K (-$1.4M)
Filed 2026-10-23
Opulen Financial Group LLC
DECREASED
Shares4,700 from 5,767
Change-1,067 (-18%)
Value$466.9K (-$106.3K)
Filed 2026-10-22
Meridian Wealth Management, LLC
DECREASED
Shares4,595 from 4,659
Change-64 (-1%)
Value$456.4K (-$6.5K)
Filed 2026-11-05
Principle Wealth Partners LLC
UNCHANGED
Shares4,372 from 4,372
Change0 (0%)
Value$434.3K (-$175)
Filed 2026-11-02
Outbound Financial Inc
DECREASED
Shares4,268 from 4,623
Change-355 (-8%)
Value$424.0K (-$35.5K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares3,885 from 4,019
Change-134 (-3%)
Value$385.9K (-$13.5K)
Filed 2026-11-04
RFG Advisory, LLC
DECREASED
Shares3,832 from 3,840
Change-8 (0%)
Value$380.7K (-$948)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares3,766 from 3,816
Change-50 (-1%)
Value$374.1K (-$5.1K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares3,562 from 3,114
Change+448 (+14%)
Value$353.8K (+$44.4K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares3,551 from 4,507
Change-956 (-21%)
Value$352.1K (-$95.1K)
Filed 2026-10-13
Fifth Third Securities, Inc.
NEW
Shares3,297
Change+3,297
Value$327.5K
Filed 2026-10-21
Kings Path Partners LLC
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$323.8K (-$131)
Filed 2026-10-21
Facet Wealth, Inc.
NEW
Shares3,054
Change+3,054
Value$303.4K
Filed 2026-11-04
Chicago Partners Investment Group LLC
NEW
Shares2,898
Change+2,898
Value$287.9K
Filed 2026-10-27
Claro Advisors Inc.
DECREASED
Shares2,850 from 3,994
Change-1,144 (-29%)
Value$283.1K (-$113.8K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares2,658 from 6,885
Change-4,227 (-61%)
Value$264.1K (-$420.2K)
Filed 2026-10-29
Turning Point Benefit Group, Inc.
INCREASED
Shares2,632 from 2,233
Change+399 (+18%)
Value$260.8K (+$38.8K)
Filed 2026-10-28
Councilor Wealth, LLC
INCREASED
Shares2,515 from 2,512
Change+3 (+0%)
Value$249.9K (+$236)
Filed 2026-10-09
Sound Financial Strategies Group, LLC
DECREASED
Shares2,465 from 6,461
Change-3,996 (-62%)
Value$244.9K (-$397.2K)
Filed 2026-10-30
Horizon Wealth Management, LLC
INCREASED
Shares2,465 from 2,320
Change+145 (+6%)
Value$244.8K (+$14.3K)
Filed 2026-11-02
Patton Albertson Miller Group, LLC
NEW
Shares2,444
Change+2,444
Value$242.8K
Filed 2026-10-26
Diversify Wealth Management, LLC
DECREASED
Shares2,316 from 3,106
Change-790 (-25%)
Value$229.7K (-$78.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares2,316 from 3,106
Change-790 (-25%)
Value$229.7K (-$78.9K)
Filed 2026-10-20
Aviance Capital Partners, LLC
UNCHANGED
Shares2,279 from 2,279
Change0 (0%)
Value$226.4K (-$91)
Filed 2026-10-29
Summit Investment Advisory Services, LLC
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$225.1K (-$91)
Filed 2026-11-03
Creative Planning
DECREASED
Shares2,083 from 2,236
Change-153 (-7%)
Value$206.9K (-$15.3K)
Filed 2026-11-02
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares2,039 from 2,039
Change0 (0%)
Value$202.6K (-$82)
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$157.7K (-$63)
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares1,568 from 1,568
Change0 (0%)
Value$155.8K (-$63)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$127.2K (-$51)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
INCREASED
Shares1,021 from 892
Change+129 (+14%)
Value$101.4K (+$12.8K)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares948
Change+948
Value$94.2K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares830
Change+830
Value$82.5K
Filed 2026-10-30
Rudd Co d/b/a Styre Wealth
NEW
Shares787
Change+787
Value$78.1K
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares587 from 5,286
Change-4,699 (-89%)
Value$58.3K (-$467.0K)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares562 from 50
Change+512 (+1024%)
Value$55.8K (+$50.9K)
Filed 2026-11-05
Maseco LLP
NEW
Shares390
Change+390
Value$38.7K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares314 from 3
Change+311 (+10367%)
Value$31.2K (+$30.9K)
Filed 2026-10-14
Pflug Koory, LLC
INCREASED
Shares274 from 271
Change+3 (+1%)
Value$27.2K (+$239)
Filed 2026-10-26
Simplex Trading, LLC
NEW
Shares242
Change+242
Value$24.0K
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$21.5K (-$9)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares141
Change+141
Value$14.0K
Filed 2026-10-27
Armstrong Advisory Group, Inc
DECREASED
Shares119 from 153
Change-34 (-22%)
Value$11.8K (-$3.4K)
Filed 2026-10-09
1620 Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.9K (-$4)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares86
Change+86
Value$8.5K
Filed 2026-11-03
Trust Co
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.9K (-$3)
Filed 2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.5K (-$1)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares4 from 18
Change-14 (-78%)
Value$397 (-$1.4K)
Filed 2026-10-21
Holos Integrated Wealth LLC
DECREASED
Shares1 from 697
Change-696 (-100%)
Value$82 (-$69.0K)
Filed 2026-10-23
WealthTrust Asset Management, LLC
CLOSED
Shares0 from 28,192
Change-28,192 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-22
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 23,793
Change-23,793 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-19
Carnegie Investment Counsel
CLOSED
Shares0 from 14,227
Change-14,227 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-20
Simplicity Wealth,LLC
CLOSED
Shares0 from 7,864
Change-7,864 (-100%)
Value$0 (-$781.5K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 7,427
Change-7,427 (-100%)
Value$0 (-$738.1K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 5,593
Change-5,593 (-100%)
Value$0 (-$555.8K)
Filed 2026-10-13
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 4,025
Change-4,025 (-100%)
Value$0 (-$400.0K)
Filed 2026-10-21
Davenport & Co LLC
CLOSED
Shares0 from 4,012
Change-4,012 (-100%)
Value$0 (-$398.7K)
Filed 2026-10-14
Stapp Wealth Management, Pllc
CLOSED
Shares0 from 3,180
Change-3,180 (-100%)
Value$0 (-$316.0K)
Filed 2026-10-15
Hofer & Associates. Inc
CLOSED
Shares0 from 2,534
Change-2,534 (-100%)
Value$0 (-$251.8K)
Filed 2026-10-13
Cornerstone Planning, LLC
CLOSED
Shares0 from 2,462
Change-2,462 (-100%)
Value$0 (-$240.4K)
Filed 2026-10-27
LifeSteps Financial, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 3,632,375
Change-3,632,375 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,297,697
Change-1,297,697 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 1,225,012
Change-1,225,012 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,107,907
Change-1,107,907 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 648,966
Change-648,966 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 623,564
Change-623,564 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 603,234
Change-603,234 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 529,889
Change-529,889 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 443,633
Change-443,633 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 430,339
Change-430,339 (-100%)
Value—
UBS Group AG
N/A
Shares— from 363,144
Change-363,144 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 360,487
Change-360,487 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 353,625
Change-353,625 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 277,582
Change-277,582 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 244,530
Change-244,530 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 239,546
Change-239,546 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 237,485
Change-237,485 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 224,499
Change-224,499 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 223,630
Change-223,630 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 221,556
Change-221,556 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 212,665
Change-212,665 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 210,314
Change-210,314 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 197,623
Change-197,623 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 193,985
Change-193,985 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 185,409
Change-185,409 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 181,292
Change-181,292 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 168,695
Change-168,695 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 163,150
Change-163,150 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 145,546
Change-145,546 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 139,796
Change-139,796 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 127,056
Change-127,056 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 119,241
Change-119,241 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 113,920
Change-113,920 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 113,143
Change-113,143 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 112,959
Change-112,959 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 109,475
Change-109,475 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 102,348
Change-102,348 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 94,191
Change-94,191 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 86,277
Change-86,277 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 84,209
Change-84,209 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 77,724
Change-77,724 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 75,761
Change-75,761 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 67,817
Change-67,817 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 66,140
Change-66,140 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 64,106
Change-64,106 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 61,803
Change-61,803 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 58,289
Change-58,289 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 55,232
Change-55,232 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 53,611
Change-53,611 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 52,269
Change-52,269 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 52,218
Change-52,218 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 47,222
Change-47,222 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 43,282
Change-43,282 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 41,134
Change-41,134 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 40,770
Change-40,770 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,670
Change-38,670 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 37,183
Change-37,183 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 35,499
Change-35,499 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 34,759
Change-34,759 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 33,795
Change-33,795 (-100%)
Value—
Stephens Inc
N/A
Shares— from 33,735
Change-33,735 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 33,271
Change-33,271 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 32,741
Change-32,741 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 32,008
Change-32,008 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 31,429
Change-31,429 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,273
Change-28,273 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,702
Change-26,702 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 26,391
Change-26,391 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 25,068
Change-25,068 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 24,640
Change-24,640 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 23,911
Change-23,911 (-100%)
Value—
&partners
N/A
Shares— from 23,217
Change-23,217 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 22,747
Change-22,747 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 21,553
Change-21,553 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,018
Change-20,018 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 19,514
Change-19,514 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 17,210
Change-17,210 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 16,674
Change-16,674 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,029
Change-16,029 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 15,916
Change-15,916 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 13,876
Change-13,876 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 13,394
Change-13,394 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,204
Change-13,204 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 11,924
Change-11,924 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 11,789
Change-11,789 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 11,637
Change-11,637 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 10,701
Change-10,701 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 9,117
Change-9,117 (-100%)
Value—
Collier Financial
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 9,036
Change-9,036 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 8,540
Change-8,540 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,680
Change-6,680 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 167
Change-167 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 57
Change-57 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED394,183345,930+48,253+14%$34.4M$39.2M+$4.8M2026-11-02
One Day In July LLC
INCREASED337,725329,361+8,364+3%$32.7M$33.5M+$817.7K2026-10-30
Truist Financial Corp
DECREASED334,236336,542-2,306-1%$33.4M$33.2M-$242.5K2026-10-30
Asset One Wealth Management LLC
INCREASED284,614253,471+31,143+12%$25.2M$28.3M+$3.1M2026-11-02
Pecaut & Co.
INCREASED263,878259,692+4,186+2%$25.8M$26.2M+$405.5K2026-10-27
SoundView Advisors Inc.
INCREASED261,984245,844+16,140+7%$24.4M$26.0K-$24.4M2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED240,509262,178-21,669-8%$26.1M$23.9M-$2.2M2026-11-03
CWA Asset Management Group, LLC
INCREASED194,613184,858+9,755+5%$18.4M$19.3M+$961.7K2026-10-19
Bell Bank
DECREASED189,659362,045-172,386-48%$36.0M$18.8M-$17.1M2026-10-21
AlphaCore Capital LLC
DECREASED154,941214,341-59,400-28%$21.3M$15.4M-$5.9M2026-11-04
Treasure Coast Financial Planning
INCREASED154,207143,209+10,998+8%$14.2M$15.3M+$1.1M2026-11-03
DBK Financial Counsel, LLC
INCREASED149,292132,170+17,122+13%$13.1M$14.8M+$1.7M2026-10-13
Promethium Advisors,llc
INCREASED147,971131,967+16,004+12%$13.1M$14.7M+$1.6M2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED144,232106,404+37,828+36%$10.6M$14.3K-$10.6M2026-11-02
Farther Finance Advisors, LLC
INCREASED105,88971,451+34,438+48%$7.1M$10.5M+$3.4M2026-10-08
Anson Capital, Inc.
INCREASED105,367101,141+4,226+4%$10.1M$10.5M+$415.8K2026-10-23
Total Clarity Wealth Management, Inc.
INCREASED94,73958,374+36,365+62%$5.8M$9.4M+$3.6M2026-10-26
Ndwm LLC
DECREASED85,06598,197-13,132-13%$9.8M$8.5M-$1.3M2026-11-05
Procyon Advisors, LLC
INCREASED78,24664,801+13,445+21%$6.4M$7.8M+$1.3M2026-10-21
Victory Financial Group, LLC
INCREASED70,08717,614+52,473+298%$1.8M$7.0M+$5.2M2026-10-27
Quadrant Capital Group LLC
INCREASED66,58365,709+874+1%$6.5M$6.6M+$73.5K2026-10-20
Csenge Advisory Group
INCREASED62,04157,445+4,596+8%$5.7M$6.2M+$454.3K2026-11-04
Concurrent Investment Advisors, LLC
DECREASED61,64765,179-3,532-5%$6.5M$6.1M-$353.5K2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED55,24947,846+7,403+15%$4.8M$5.5M+$733.6K2026-10-19
Altiora Financial Group, LLC
DECREASED49,96752,463-2,496-5%$5.2M$5.0M-$250.1K2026-11-04
Independent Financial Group, LLC
DECREASED49,49753,418-3,921-7%$5.3M$4.9M-$391.6K2026-10-13
Waldron Private Wealth LLC
DECREASED46,00846,581-573-1%$4.6M$4.6M-$58.8K2026-11-02
Wealthcare Advisory Partners LLC
DECREASED43,02845,054-2,026-4%$4.5M$4.3M-$203.0K2026-10-21
Entrewealth, LLC
DECREASED40,32042,827-2,507-6%$4.2M$4.0M-$242.2K2026-10-14
Carrera Capital Advisors
INCREASED39,07638,849+227+1%$3.9M$3.9M+$21.0K2026-11-03
Atria Investments, Inc
DECREASED38,74540,402-1,657-4%$4.0M$3.8M-$166.2K2026-10-15
Hibernia Wealth Partners, LLC
DECREASED36,92042,906-5,986-14%$4.3M$3.7M-$596.3K2026-10-29
Kestra Advisory Services, LLC
INCREASED35,18732,730+2,457+8%$3.3M$3.5M+$242.8K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED32,37025,250+7,120+28%$2.5M$3.2M+$706.3K2026-10-30
Guidance Capital, Inc
INCREASED29,52828,298+1,230+4%$2.8M$2.9M+$116.8K2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED28,23829,969-1,731-6%$3.0M$2.8M-$173.1K2026-10-16
Advisor Resource Council
DECREASED26,09930,375-4,276-14%$3.0M$2.6M-$426.4K2026-11-05
Weaver Capital Management LLC
INCREASED26,07825,252+826+3%$2.5M$2.6M+$79.5K2026-10-15
Beacon Capital Management, Inc.
DECREASED24,85527,231-2,376-9%$2.7M$2.5M-$237.1K2026-10-13
Gradient Capital Advisors, LLC
DECREASED22,75726,335-3,578-14%$2.6M$2.3M-$356.5K2026-10-21
MGO One Seven LLC
DECREASED20,52726,725-6,198-23%$2.7M$2.0M-$616.8K2026-10-28
Bright Futures Wealth Management, Llc.
INCREASED19,32718,976+351+2%$1.9M$1.9M+$34.1K2026-10-23
Capital Advisors, Ltd. LLC
INCREASED18,33317,857+476+3%$1.8K$1.8K+$462026-10-27
Citigroup Inc
INCREASED18,20513,866+4,339+31%$1.4M$1.8M+$430.5K2026-11-04
Blue Trust, Inc.
DECREASED16,75017,982-1,232-7%$1.8M$1.7M-$123.1K2026-10-15
Pacific Sage Partners, LLC
DECREASED16,198158,075-141,877-90%$15.7M$1.6M-$14.1M2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED14,27617,079-2,803-16%$1.7M$1.4M-$279.3K2026-11-05
Parallel Advisors, LLC
DECREASED13,65815,616-1,958-13%$1.6M$1.4M-$195.2K2026-11-03
Kohmann Bosshard Financial Services, LLC
DECREASED13,60915,314-1,705-11%$1.5M$1.4M-$170.0K2026-11-04
Wedbush Securities Inc
DECREASED13,44216,883-3,441-20%$1.7M$1.3K-$1.7M2026-10-22
Lynx Investment Advisory
INCREASED13,26612,757+509+4%$1.3M$1.3M+$50.0K2026-10-27
Parsons Capital Management Inc
DECREASED12,86514,439-1,574-11%$1.4M$1.3M-$157.0K2026-10-28
Tortuga Wealth Management, Inc
DECREASED12,74612,837-91-1%$1.3M$1.3M-$9.0K2026-10-27
Patten Group, Inc.
DECREASED12,11614,503-2,387-16%$1.4M$1.2M-$237.7K2026-10-26
Iams Wealth Management, LLC
DECREASED12,05113,253-1,202-9%$1.3M$1.2M-$120.0K2026-10-15
Beacon Financial Group
DECREASED11,84012,709-869-7%$1.3M$1.2M-$86.8K2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED11,73114,366-2,635-18%$1.4M$1.2M-$262.3K2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED11,31110,919+392+4%$1.1M$1.1M+$38.5K2026-10-19
Flagship Harbor Advisors, LLC
DECREASED11,03011,782-752-6%$1.2M$1.1M-$75.2K2026-10-26
Prospera Financial Services Inc
DECREASED10,89414,169-3,275-23%$1.4M$1.1M-$324.9K2026-11-04
Pekin Hardy Strauss, Inc.
INCREASED10,1659,745+420+4%$968.5K$1.0M+$41.3K2026-11-02
National Wealth Management Group, LLC
DECREASED10,04010,047-70%$998.4K$997.3K-$1.1K2026-10-26
Retirement Planning Group, LLC
DECREASED9,62013,703-4,083-30%$1.4M$955.7K-$406.2K2026-10-19
Sheets Smith Wealth Management
DECREASED9,3869,414-280%$935.6K$932.4K-$3.2K2026-10-16
Parkway Wealth Management Group, LLC
INCREASED9,3069,188+118+1%$913.1K$924.5K+$11.3K2026-10-20
Tcfg Investment Advisors, LLC
DECREASED8,4908,580-90-1%$852.7K$843.4K-$9.3K2026-10-20
Acorn Financial Advisory Services Inc
INCREASED8,1918,064+127+2%$801.4K$813.8K+$12.3K2026-11-02
Silverlake Wealth Management LLC
INCREASED7,9546,992+962+14%$694.9K$790.2K+$95.3K2026-10-21
Transcendent Capital Group LLC
INCREASED7,6447,626+18+0%$757.9K$759.3K+$1.4K2026-10-28
Studio Investment Management LLC
INCREASED7,6247,208+416+6%$716.3K$757.4K+$41.0K2026-10-22
CoreCap Advisors, LLC
DECREASED7,6218,270-649-8%$821.9K$757.1K-$64.8K2026-10-08
XXI Wealth, LLC
DECREASED7,5268,836-1,310-15%$878.1K$747.6K-$130.5K2026-10-22
Core Wealth Partners LLC
NEW7,455—+7,455——$740.6K—2026-11-02
KPP Advisory Services LLC
DECREASED7,4358,020-585-7%$797.0K$738.6K-$58.4K2026-10-26
StoneX Group Inc.
DECREASED7,07515,476-8,401-54%$1.5M$703.1K-$835.2K2026-11-03
Manchester Capital Management LLC
INCREASED6,8555,088+1,767+35%$505.7K$681.0K+$175.3K2026-10-22
Nemes Rush Group LLC
INCREASED6,8446,755+89+1%$671.3K$679.9K+$8.6K2026-11-04
RiverTree Advisors, LLC
INCREASED6,4316,100+331+5%$606.2K$638.9K+$32.7K2026-10-13
GK Wealth Management LLC
DECREASED6,3397,763-1,424-18%$771.5K$629.7K-$141.8K2026-10-09
MCF Advisors LLC
DECREASED5,8926,745-853-13%$670.3K$585.3K-$85.0K2026-10-28
Highline Wealth Partners LLC
DECREASED5,87211,302-5,430-48%$1.1M$583.4K-$539.8K2026-10-19
Tableaux LLC
DECREASED5,6566,395-739-12%$635.5K$561.9K-$73.7K2026-10-23
Gibbs Wealth Management
INCREASED5,1344,166+968+23%$414.0K$510.0K+$96.0K2026-10-22
SteelPeak Wealth, LLC
INCREASED4,8784,323+555+13%$429.6K$484.6K+$55.0K2026-10-16
Ritholtz Wealth Management
NEW4,800—+4,800——$476.9K—2026-11-05
Ridgeline Wealth Planning, LLC
DECREASED4,7585,990-1,232-21%$595.3K$472.7K-$122.7K2026-10-29
Values First Advisors, Inc.
DECREASED4,70918,807-14,098-75%$1.9M$467.8K-$1.4M2026-10-23
Opulen Financial Group LLC
DECREASED4,7005,767-1,067-18%$573.2K$466.9K-$106.3K2026-10-22
Meridian Wealth Management, LLC
DECREASED4,5954,659-64-1%$463.0K$456.4K-$6.5K2026-11-05
Principle Wealth Partners LLC
UNCHANGED4,3724,37200%$434.5K$434.3K-$1752026-11-02
Outbound Financial Inc
DECREASED4,2684,623-355-8%$459.4K$424.0K-$35.5K2026-10-13
EverSource Wealth Advisors, LLC
DECREASED3,8854,019-134-3%$399.4K$385.9K-$13.5K2026-11-04
RFG Advisory, LLC
DECREASED3,8323,840-80%$381.6K$380.7K-$9482026-11-03
Avior Wealth Management, LLC
DECREASED3,7663,816-50-1%$379.2K$374.1K-$5.1K2026-10-13
Gamma Investing LLC
INCREASED3,5623,114+448+14%$309.5K$353.8K+$44.4K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED3,5514,507-956-21%$447.2K$352.1K-$95.1K2026-10-13
Fifth Third Securities, Inc.
NEW3,297—+3,297——$327.5K—2026-10-21
Kings Path Partners LLC
UNCHANGED3,2603,26000%$324.0K$323.8K-$1312026-10-21
Facet Wealth, Inc.
NEW3,054—+3,054——$303.4K—2026-11-04
Chicago Partners Investment Group LLC
NEW2,898—+2,898——$287.9K—2026-10-27
Claro Advisors Inc.
DECREASED2,8503,994-1,144-29%$396.9K$283.1K-$113.8K2026-11-02
Vise Technologies, Inc.
DECREASED2,6586,885-4,227-61%$684.3K$264.1K-$420.2K2026-10-29
Turning Point Benefit Group, Inc.
INCREASED2,6322,233+399+18%$221.9K$260.8K+$38.8K2026-10-28
Councilor Wealth, LLC
INCREASED2,5152,512+3+0%$249.7K$249.9K+$2362026-10-09
Sound Financial Strategies Group, LLC
DECREASED2,4656,461-3,996-62%$642.1K$244.9K-$397.2K2026-10-30
Horizon Wealth Management, LLC
INCREASED2,4652,320+145+6%$230.5K$244.8K+$14.3K2026-11-02
Patton Albertson Miller Group, LLC
NEW2,444—+2,444——$242.8K—2026-10-26
Diversify Wealth Management, LLC
DECREASED2,3163,106-790-25%$308.6K$229.7K-$78.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED2,3163,106-790-25%$308.6K$229.7K-$78.9K2026-10-20
Aviance Capital Partners, LLC
UNCHANGED2,2792,27900%$226.5K$226.4K-$912026-10-29
Summit Investment Advisory Services, LLC
UNCHANGED2,2662,26600%$225.2K$225.1K-$912026-11-03
Creative Planning
DECREASED2,0832,236-153-7%$222.2K$206.9K-$15.3K2026-11-02
Etesian Wealth Advisors, Inc.
UNCHANGED2,0392,03900%$202.6K$202.6K-$822026-10-27
James T. Borello RIA
UNCHANGED1,5871,58700%$157.7K$157.7K-$632026-10-16
IFP Advisors, Inc
UNCHANGED1,5681,56800%$155.8K$155.8K-$632026-10-16
Private Trust Co NA
UNCHANGED1,2801,28000%$127.2K$127.2K-$512026-10-20
Financial Network Wealth Advisors LLC
INCREASED1,021892+129+14%$88.6K$101.4K+$12.8K2026-10-28
Jacobi Capital Management LLC
NEW948—+948——$94.2K—2026-11-05
Provenance Wealth Advisors, LLC
NEW830—+830——$82.5K—2026-10-30
Rudd Co d/b/a Styre Wealth
NEW787—+787——$78.1K—2026-10-29
Mather Group, Llc.
DECREASED5875,286-4,699-89%$525.3K$58.3K-$467.0K2026-10-14
US Bancorp \de\
INCREASED56250+512+1024%$5.0K$55.8K+$50.9K2026-11-05
Maseco LLP
NEW390—+390——$38.7K—2026-10-27
Triumph Capital Management
INCREASED3143+311+10367%$298$31.2K+$30.9K2026-10-14
Pflug Koory, LLC
INCREASED274271+3+1%$27.0K$27.2K+$2392026-10-26
Simplex Trading, LLC
NEW242—+242——$24.0K—2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED21621600%$21.5K$21.5K-$92026-10-13
Latitude Advisors, LLC
NEW141—+141——$14.0K—2026-10-27
Armstrong Advisory Group, Inc
DECREASED119153-34-22%$15.2K$11.8K-$3.4K2026-10-09
1620 Investment Advisors, Inc.
UNCHANGED10010000%$9.9K$9.9K-$42026-11-04
Ascentis Independent Advisors
NEW86—+86——$8.5K—2026-11-03
Trust Co
UNCHANGED808000%$8.0K$7.9K-$32026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED151500%$1.5K$1.5K-$12026-10-15
Assetmark, Inc
DECREASED418-14-78%$1.8K$397-$1.4K2026-10-21
Holos Integrated Wealth LLC
DECREASED1697-696-100%$69.1K$82-$69.0K2026-10-23
WealthTrust Asset Management, LLC
CLOSED028,192-28,192-100%$2.8M$0-$2.8M2026-10-22
New Wave Wealth Advisors LLC
CLOSED023,793-23,793-100%$2.4M$0-$2.4M2026-10-19
Carnegie Investment Counsel
CLOSED014,227-14,227-100%$1.4M$0-$1.4M2026-10-20
Simplicity Wealth,LLC
CLOSED07,864-7,864-100%$781.5K$0-$781.5K2026-10-23
Clear Creek Financial Management, LLC
CLOSED07,427-7,427-100%$738.1K$0-$738.1K2026-10-28
Dynamic Advisor Solutions LLC
CLOSED05,593-5,593-100%$555.8K$0-$555.8K2026-10-13
Sightline Wealth Advisors, LLC
CLOSED04,025-4,025-100%$400.0K$0-$400.0K2026-10-21
Davenport & Co LLC
CLOSED04,012-4,012-100%$398.7K$0-$398.7K2026-10-14
Stapp Wealth Management, Pllc
CLOSED03,180-3,180-100%$316.0K$0-$316.0K2026-10-15
Hofer & Associates. Inc
CLOSED02,534-2,534-100%$251.8K$0-$251.8K2026-10-13
Cornerstone Planning, LLC
CLOSED02,462-2,462-100%$240.4K$0-$240.4K2026-10-27
LifeSteps Financial, Inc.
CLOSED0200-200-100%$19.9K$0-$19.9K2026-10-15
Buck Wealth Strategies, LLC
CLOSED044-44-100%$4.4K$0-$4.4K2026-10-28
Tucker Asset Management LLC
CLOSED036-36-100%$3.6K$0-$3.6K2026-10-29
LPL Financial LLC
N/A—3,632,375-3,632,375-100%$361.0M———
Bank of America Corp
N/A—1,297,697-1,297,697-100%$129.0M———
Miller Investment Management, LP
N/A—1,225,012-1,225,012-100%$121.7M———
Ameriprise Financial Inc
N/A—1,107,907-1,107,907-100%$110.1M———
Sargent Investment Group, LLC
N/A—648,966-648,966-100%$64.5M———
Osaic Holdings, Inc.
N/A—623,564-623,564-100%$62.0M———
Wells Fargo & Company
N/A—603,234-603,234-100%$59.9M———
Proficio Capital Partners LLC
N/A—529,889-529,889-100%$52.7M———
Morgan Stanley
N/A—443,633-443,633-100%$44.1M———
Envestnet Asset Management Inc
N/A—430,339-430,339-100%$42.8M———
UBS Group AG
N/A—363,144-363,144-100%$36.1M———
Raymond James Financial Inc
N/A—360,487-360,487-100%$35.8M———
Marshall Financial Group, LLC
N/A—353,625-353,625-100%$35.1M———
Cetera Investment Advisers
N/A—277,582-277,582-100%$27.6M———
MML Investors Services, LLC
N/A—244,530-244,530-100%$24.3M———
Royal Bank of Canada
N/A—239,546-239,546-100%$23.8M———
AQR Capital Management LLC
N/A—237,485-237,485-100%$23.6M———
Peak Asset Management, LLC
N/A—224,499-224,499-100%$22.3M———
Kera Capital Partners, Inc.
N/A—223,630-223,630-100%$22.2M———
Integrated Wealth Concepts LLC
N/A—221,556-221,556-100%$22.0M———
Cerity Partners LLC
N/A—212,665-212,665-100%$21.1M———
Horizon Family Wealth, Inc.
N/A—210,314-210,314-100%$20.9M———
Mercer Global Advisors Inc
N/A—197,623-197,623-100%$19.6M———
HighPoint Advisor Group LLC
N/A—193,985-193,985-100%$19.3M———
NewEdge Advisors, LLC
N/A—185,409-185,409-100%$18.4M———
Rockefeller Capital Management L.P.
N/A—181,292-181,292-100%$18.0M———
Northwestern Mutual Wealth Management Co
N/A—168,695-168,695-100%$16.8M———
Birchcreek Wealth Management, LLC
N/A—163,150-163,150-100%$16.2M———
Mokan Wealth Management Inc.
N/A—145,546-145,546-100%$14.5M———
Focus Partners Wealth
N/A—139,796-139,796-100%$13.9M———
Delos Wealth Advisors, LLC
N/A—127,056-127,056-100%$12.6M———
Equitable Holdings, Inc.
N/A—119,241-119,241-100%$11.9M———
Ameritas Advisory Services, LLC
N/A—113,920-113,920-100%$11.3M———
Partners Capital Investment Group, LLP
N/A—113,143-113,143-100%$11.2M———
LaSalle St. Investment Advisors, LLC
N/A—112,959-112,959-100%$11.2M———
Fortis Group Advisors, LLC
N/A—109,475-109,475-100%$10.9M———
Steward Partners Investment Advisory, LLC
N/A—102,348-102,348-100%$10.2M———
Stifel Financial Corp
N/A—94,191-94,191-100%$9.4M———
Valmark Advisers, Inc.
N/A—86,277-86,277-100%$8.6M———
HighTower Advisors, LLC
N/A—84,209-84,209-100%$8.4M———
O'rourke & Company, Inc
N/A—77,724-77,724-100%$7.7M———
Quantinno Capital Management LP
N/A—75,761-75,761-100%$7.5M———
Private Advisor Group, LLC
N/A—67,817-67,817-100%$6.7M———
Carr Financial Group Corp
N/A—66,140-66,140-100%$6.6M———
Calton & Associates, Inc.
N/A—64,106-64,106-100%$6.4M———
Samara Investment Management, LLC
N/A—61,803-61,803-100%$6.1M———
Castlekeep Investment Advisors LLC
N/A—58,289-58,289-100%$5.8M———
Choate Investment Advisors
N/A—55,232-55,232-100%$5.5M———
Janney Montgomery Scott LLC
N/A—53,611-53,611-100%$5.3M———
Tower Research Capital LLC (TRC)
N/A—52,269-52,269-100%$5.2M———
EP Wealth Advisors, LLC
N/A—52,218-52,218-100%$5.2M———
Advisory Services Network, LLC
N/A—47,222-47,222-100%$4.7M———
HM Payson & Co
N/A—43,282-43,282-100%$4.3M———
JPMorgan Chase & Co
N/A—41,134-41,134-100%$4.1M———
Pine Valley Investments Ltd Liability Co
N/A—40,770-40,770-100%$4.1M———
Stratos Wealth Partners, Ltd.
N/A—38,670-38,670-100%$3.8M———
Tidal Investments LLC
N/A—37,183-37,183-100%$3.7M———
OakTrust Wealth Advisors, LLC
N/A—35,499-35,499-100%$3.5M———
Prosperity Consulting Group, LLC
N/A—34,759-34,759-100%$3.5M———
Essex Financial Services, Inc.
N/A—33,795-33,795-100%$3.4M———
Stephens Inc
N/A—33,735-33,735-100%$3.4M———
Stratos Wealth Advisors, LLC
N/A—33,271-33,271-100%$3.3M———
Western Wealth Management, LLC
N/A—32,741-32,741-100%$3.3M———
IEQ Capital, LLC
N/A—32,008-32,008-100%$3.2M———
Portland Global Advisors LLC
N/A—31,429-31,429-100%$3.1M———
Sanctuary Advisors, LLC
N/A—28,273-28,273-100%$2.8M———
HRT Financial LP
N/A—26,702-26,702-100%$2.7M———
Dakota Wealth Management
N/A—26,391-26,391-100%$2.6M———
Traub Capital Management LLC
N/A—25,068-25,068-100%$2.5M———
Vertex Planning Partners, LLC
N/A—24,640-24,640-100%$2.4M———
Cary Street Partners Financial LLC
N/A—23,911-23,911-100%$2.4M———
&partners
N/A—23,217-23,217-100%$2.4M———
Hershey Financial Advisers, LLC
N/A—22,747-22,747-100%$2.3M———
Shelton Capital Management
N/A—21,553-21,553-100%$2.1M———
Susquehanna International Group, LLP
N/A—20,018-20,018-100%$2.0M———
One Capital Management, LLC
N/A—19,514-19,514-100%$1.9M———
Caitlin John, LLC
N/A—18,000-18,000-100%$1.8M———
TFR Capital, Llc.
N/A—17,210-17,210-100%$1.7M———
Vestmark Advisory Solutions, Inc.
N/A—16,674-16,674-100%$1.7M———
Cresset Asset Management, LLC
N/A—16,029-16,029-100%$1.6M———
Money Concepts Capital Corp
N/A—15,916-15,916-100%$1.6M———
Franklin Resources Inc
N/A—13,876-13,876-100%$1.4M———
Retirement Capital Strategies
N/A—13,394-13,394-100%$1.3M———
Keystone Financial Group
N/A—13,331-13,331-100%$1.3M———
Belpointe Asset Management LLC
N/A—13,204-13,204-100%$1.3M———
Austin Wealth Management, LLC
N/A—11,924-11,924-100%$1.2M———
Barnes Wealth Management Group, Inc
N/A—11,789-11,789-100%$1.2M———
Geneos Wealth Management Inc.
N/A—11,637-11,637-100%$1.2M———
Baird Financial Group, Inc.
N/A—10,991-10,991-100%$1.1M———
Strategic Wealth Partners, Ltd.
N/A—10,701-10,701-100%$1.1M———
Flatrock Wealth Partners LLC
N/A—10,201-10,201-100%$1.0M———
Flow Traders U.S. LLC
N/A—10,063-10,063-100%$1.0M———
Pacific Point Advisors, LLC
N/A—9,117-9,117-100%$906.0K———
Collier Financial
N/A—9,073-9,073-100%$901.6K———
Centaurus Financial, Inc.
N/A—9,040-9,040-100%$898.0K———
Sykon Capital LLC
N/A—9,036-9,036-100%$898.0K———
Ducere Wealth Management LLC
N/A—8,540-8,540-100%$848.7K———
O'shaughnessy Asset Management, LLC
N/A—8,454-8,454-100%$840.2K———
Aptus Capital Advisors, LLC
N/A—7,900-7,900-100%$785.1K———
Phil A. Younker & Associates, Ltd.
N/A—7,845-7,845-100%$779.6K———
Great Valley Advisor Group, Inc.
N/A—7,592-7,592-100%$754.0K———
GTS Securities LLC
N/A—6,680-6,680-100%$663.9K———
Jane Street Group, LLC
N/A—6,064-6,064-100%$602.6K———
Foundations Investment Advisors, LLC
N/A—5,950-5,950-100%$591.3K———
JT Stratford LLC
N/A—5,490-5,490-100%$545.6K———
Ausdal Financial Partners, Inc.
N/A—5,454-5,454-100%$542.0K———
Darden Wealth Group Inc
N/A—5,251-5,251-100%$521.8K———
MAI Capital Management
N/A—5,050-5,050-100%$501.9K———
Alesco Advisors, LLC, An ESL Co
N/A—4,597-4,597-100%$456.9K———
Premier Private Wealth Management LLC
N/A—4,294-4,294-100%$426.7K———
Perennial Investment Advisors, LLC
N/A—4,259-4,259-100%$423.3K———
GenTrust, LLC
N/A—4,155-4,155-100%$413.0K———
Insight 2811, Inc.
N/A—3,975-3,975-100%$395.0K———
Two Sigma Securities, LLC
N/A—3,964-3,964-100%$393.9K———
Stokes Family Office, LLC
N/A—3,850-3,850-100%$382.6K———
Stonebridge Financial Planning Group, LLC
N/A—3,810-3,810-100%$378.7K———
Brown Advisory Inc
N/A—3,800-3,800-100%$377.6K———
Bank of Montreal
N/A—3,800-3,800-100%$377.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,658-3,658-100%$363.5K———
Sprott Inc.
N/A—3,520-3,520-100%$349.8K———
Arkadios Wealth Advisors
N/A—3,393-3,393-100%$337.2K———
First Financial Bankshares Inc
N/A—3,000-3,000-100%$298.1K———
Wealth Advisors of Iowa, LLC
N/A—2,756-2,756-100%$273.9K———
Summit Financial, LLC
N/A—2,597-2,597-100%$258.1K———
PFG Investments, LLC
N/A—2,539-2,539-100%$252.3K———
Invst, LLC
N/A—2,517-2,517-100%$250.2K———
Jones Financial Companies Lllp
N/A—2,503-2,503-100%$248.7K———
IHT Wealth Management, LLC
N/A—2,411-2,411-100%$239.6K———
Betterment LLC
N/A—2,397-2,397-100%$238.0K———
Ogorek Anthony Joseph
N/A—2,371-2,371-100%$235.0K———
CacheTech Inc.
N/A—2,250-2,250-100%$223.6K———
Mariner, LLC
N/A—2,167-2,167-100%$215.4K———
Manhattan West Asset Management, LLC
N/A—2,078-2,078-100%$206.5K———
Destination Wealth Management
N/A—2,016-2,016-100%$200.4K———
AE Wealth Management LLC
N/A—1,463-1,463-100%$145.4K———
ST Germain D J Co Inc
N/A—1,413-1,413-100%$140.4K———
FMR LLC
N/A—1,024-1,024-100%$101.7K———
Hamilton Capital Partners, LLC
N/A—1,009-1,009-100%$100.3K———
Luminist Capital LLC
N/A—627-627-100%$62.3K———
Fourth Dimension Wealth, LLC
N/A—499-499-100%$49.6K———
Colonial Trust Co / SC
N/A—441-441-100%$43.8K———
Meramec Financial Planners, LLC
N/A—300-300-100%$29.8K———
Tidemark, LLC
N/A—259-259-100%$25.7K———
Wellington-Altus USA Inc.
N/A—167-167-100%$16.6K———
Basepoint Wealth LLC
N/A—144-144-100%$14.3K———
Investment Counsel Co of Nevada
N/A—57-57-100%$5.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—32-32-100%$3.1K———
BFC Planning, Inc.
N/A—32-32-100%$3.1K———
Harbour Investments, Inc.
N/A—10-10-100%$994———
Allworth Financial LP
N/A—8-8-100%$796———
Showing 299 of 299 institutions