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SS Spdr BB 1-10YR Tips ETF (TIPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Security National Bank
DECREASED
Shares630,773 from 650,277
Change-19,504 (-3%)
Value$11.5M (-$823.4K)
Filed 2026-10-26
Treasure Coast Financial Planning
INCREASED
Shares559,663 from 538,380
Change+21,283 (+4%)
Value$10.2M (-$77)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares361,674 from 338,125
Change+23,549 (+7%)
Value$6.6M (+$185.4K)
Filed 2026-10-21
Seneca Financial Advisors LLC
NEW
Shares360,672
Change+360,672
Value$6.6M
Filed 2026-10-28
Aspire Private Capital, LLC
INCREASED
Shares348,375 from 343,540
Change+4,835 (+1%)
Value$6.3M (-$159.3K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares244,508 from 243,967
Change+541 (+0%)
Value$4.5M (-$165.8K)
Filed 2026-10-27
Sovran Advisors, LLC
DECREASED
Shares192,657 from 196,516
Change-3,859 (-2%)
Value$3.6M (-$113.7K)
Filed 2026-11-02
Lynx Investment Advisory
INCREASED
Shares162,325 from 158,174
Change+4,151 (+3%)
Value$3.0M (-$38.3K)
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares143,947 from 131,289
Change+12,658 (+10%)
Value$2.6M (+$136.0K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
NEW
Shares140,037
Change+140,037
Value$2.6M
Filed 2026-10-21
Chapman Financial Group, LLC
INCREASED
Shares137,628 from 121,436
Change+16,192 (+13%)
Value$2.5M (+$207.4K)
Filed 2026-10-26
Cairn Investment Group, Inc.
NEW
Shares137,415
Change+137,415
Value$2.5K
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares136,736 from 137,778
Change-1,042 (-1%)
Value$2.5K (-$2.6M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares110,941 from 124,978
Change-14,037 (-11%)
Value$2.0K (-$2.4M)
Filed 2026-11-02
Hibernia Wealth Partners, LLC
INCREASED
Shares104,807 from 100,721
Change+4,086 (+4%)
Value$1.9M (+$1.9K)
Filed 2026-10-29
Good Harbor Advisors, Inc.
DECREASED
Shares98,503 from 101,987
Change-3,484 (-3%)
Value$1.8M (-$136.9K)
Filed 2026-10-20
Landmark Wealth Management, Inc.
INCREASED
Shares86,440 from 82,432
Change+4,008 (+5%)
Value$1.6M (+$13.6K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares76,507 from 76,227
Change+280 (+0%)
Value$1.4M (-$49.8K)
Filed 2026-10-16
Visionary Horizons, LLC
INCREASED
Shares73,844 from 69,834
Change+4,010 (+6%)
Value$1.3M (+$22.7K)
Filed 2026-10-22
Capital Wealth Management, LLC
INCREASED
Shares68,779 from 57,818
Change+10,961 (+19%)
Value$1.3M (+$158.0K)
Filed 2026-10-27
Henderson Brothers Financial Partners, LLC
INCREASED
Shares63,392 from 54,115
Change+9,277 (+17%)
Value$1.2M (+$130.0K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares57,523 from 53,159
Change+4,364 (+8%)
Value$1.0M (+$41.2K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares54,216 from 57,244
Change-3,028 (-5%)
Value$987.3K (-$96.4K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares49,731 from 46,477
Change+3,254 (+7%)
Value$905.6K (+$25.8K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares46,594 from 46,869
Change-275 (-1%)
Value$848.5K (-$38.8K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
NEW
Shares36,403
Change+36,403
Value$662.9K
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares36,278 from 34,348
Change+1,930 (+6%)
Value$660.6K (+$10.4K)
Filed 2026-11-04
Detalus Advisors, LLC
INCREASED
Shares35,264 from 29,233
Change+6,031 (+21%)
Value$642.2K (+$88.8K)
Filed 2026-10-15
Lockerman Financial Group, Inc.
INCREASED
Shares31,890 from 29,271
Change+2,619 (+9%)
Value$580.7K (+$26.6K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares31,609 from 25,631
Change+5,978 (+23%)
Value$575.6K (+$90.4K)
Filed 2026-10-13
Midwest Financial Network, LLC
INCREASED
Shares29,628 from 27,785
Change+1,843 (+7%)
Value$539.5K (+$13.7K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares28,245 from 27,242
Change+1,003 (+4%)
Value$514.3K (-$1.4K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares28,152 from 65,083
Change-36,931 (-57%)
Value$512.6K (-$719.4K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
INCREASED
Shares26,127 from 20,789
Change+5,338 (+26%)
Value$475.8K (+$82.2K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares25,445 from 22,110
Change+3,335 (+15%)
Value$463.3K (+$44.8K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares24,204 from 22,856
Change+1,348 (+6%)
Value$440.8K (+$8.1K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares24,198 from 24,170
Change+28 (+0%)
Value$440.7K (-$16.9K)
Filed 2026-11-03
Sharkey, Howes & Javer
DECREASED
Shares23,239 from 26,161
Change-2,922 (-11%)
Value$423.2K (-$72.0K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares22,670 from 25,414
Change-2,744 (-11%)
Value$412.8K (-$68.3K)
Filed 2026-11-05
Valtinson Bruner Financial Planning LLC
INCREASED
Shares21,859 from 17,214
Change+4,645 (+27%)
Value$398.1K (+$72.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares19,258 from 30,776
Change-11,518 (-37%)
Value$350.7K (-$231.9K)
Filed 2026-10-08
WBI Investments, LLC
INCREASED
Shares17,750 from 17,370
Change+380 (+2%)
Value$323.2K (-$5.6K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares17,400 from 22,813
Change-5,413 (-24%)
Value$316.9K (-$115.0K)
Filed 2026-10-07
Breakwater Capital Group
DECREASED
Shares16,086 from 60,437
Change-44,351 (-73%)
Value$292.9K (-$851.2K)
Filed 2026-10-09
Sowell Financial Services LLC
INCREASED
Shares16,047 from 15,263
Change+784 (+5%)
Value$292.2K (+$3.3K)
Filed 2026-10-23
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares14,144 from 14,144
Change0 (0%)
Value$257.6K (-$10.2K)
Filed 2026-10-23
Trilogy Capital Inc.
NEW
Shares14,133
Change+14,133
Value$257.4K
Filed 2026-10-20
Canandaigua National Bank & Trust Co
UNCHANGED
Shares13,950 from 13,950
Change0 (0%)
Value$254.0K (-$10.0K)
Filed 2026-10-07
RCW Management, LLC
UNCHANGED
Shares13,798 from 13,798
Change0 (0%)
Value$251.3K (-$9.9K)
Filed 2026-10-30
KWB Wealth
DECREASED
Shares13,796 from 15,888
Change-2,092 (-13%)
Value$251.2K (-$49.5K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares12,756 from 12,955
Change-199 (-2%)
Value$232.3K (-$13.0K)
Filed 2026-10-15
Main Street Group, LTD
DECREASED
Shares9,049 from 12,074
Change-3,025 (-25%)
Value$164.8K (-$63.8K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares8,015 from 7,851
Change+164 (+2%)
Value$146.0K (-$2.7K)
Filed 2026-10-16
Richardson Financial Services Inc.
INCREASED
Shares7,627 from 7,491
Change+136 (+2%)
Value$138.9K (-$2.9K)
Filed 2026-10-30
Simplex Trading, LLC
INCREASED
Shares5,948 from 2,060
Change+3,888 (+189%)
Value$108.3K (+$69.3K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
INCREASED
Shares4,681 from 4,433
Change+248 (+6%)
Value$85.2K (+$1.3K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares3,917 from 4,578
Change-661 (-14%)
Value$71.3K (-$15.3K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
NEW
Shares1,535
Change+1,535
Value$27.9K
Filed 2026-10-05
Jacobi Capital Management LLC
NEW
Shares1,528
Change+1,528
Value$27.8K
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares1,527 from 1,489
Change+38 (+3%)
Value$27.9K (-$22)
Filed 2026-10-16
Triumph Capital Management
DECREASED
Shares1,367 from 1,540
Change-173 (-11%)
Value$24.9K (-$4.3K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares1,022 from 46
Change+976 (+2122%)
Value$18.6K (+$17.7K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares848 from 848
Change0 (0%)
Value$15.4K (-$611)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares486
Change+486
Value$8.9K
Filed 2026-11-02
Ashton Thomas Securities, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$8.4K (-$334)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares389 from 349
Change+40 (+11%)
Value$7.1K (+$477)
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$6.9K (-$273)
Filed 2026-10-26
Rossby Financial, LCC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$2.3K (-$93)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares120 from 117
Change+3 (+3%)
Value$2 ($0)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$1.7K (-$68)
Filed 2026-10-08
Toth Financial Advisory Corp
NEW
Shares89
Change+89
Value$1.6K
Filed 2026-10-08
Trust Co of Vermont
NEW
Shares45
Change+45
Value$819
Filed 2026-10-21
Kingdom Financial Group Llc.
NEW
Shares28
Change+28
Value$510
Filed 2026-11-04
Citigroup Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$36 (-$2)
Filed 2026-11-04
Financial & Tax Architects, LLC
CLOSED
Shares0 from 113,911
Change-113,911 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-15
Intrua Financial, LLC
CLOSED
Shares0 from 93,820
Change-93,820 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-28
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 48,356
Change-48,356 (-100%)
Value$0 (-$915.4K)
Filed 2026-10-29
StoneX Group Inc.
CLOSED
Shares0 from 15,056
Change-15,056 (-100%)
Value$0 (-$287.5K)
Filed 2026-11-03
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 12,015
Change-12,015 (-100%)
Value$0 (-$227.4K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-04
State Street Corp
N/A
Shares— from 59,157,599
Change-59,157,599 (-100%)
Value—
UBS Group AG
N/A
Shares— from 15,032,545
Change-15,032,545 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,201,578
Change-3,201,578 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,989,664
Change-2,989,664 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,706,468
Change-1,706,468 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,021,257
Change-1,021,257 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 1,009,494
Change-1,009,494 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 852,862
Change-852,862 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 550,696
Change-550,696 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 502,817
Change-502,817 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 362,795
Change-362,795 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 314,784
Change-314,784 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 300,675
Change-300,675 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 284,895
Change-284,895 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 223,228
Change-223,228 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 197,174
Change-197,174 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 189,782
Change-189,782 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 182,076
Change-182,076 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 174,366
Change-174,366 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 145,518
Change-145,518 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 144,049
Change-144,049 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 140,114
Change-140,114 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 131,930
Change-131,930 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 110,115
Change-110,115 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 103,194
Change-103,194 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 82,380
Change-82,380 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 78,436
Change-78,436 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 78,300
Change-78,300 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 75,977
Change-75,977 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 72,114
Change-72,114 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 71,174
Change-71,174 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 65,925
Change-65,925 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 65,480
Change-65,480 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 59,737
Change-59,737 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 54,988
Change-54,988 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,216
Change-51,216 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,272
Change-48,272 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 47,598
Change-47,598 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,972
Change-46,972 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 45,773
Change-45,773 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,204
Change-35,204 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 33,803
Change-33,803 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 30,489
Change-30,489 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 30,278
Change-30,278 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 29,993
Change-29,993 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 29,067
Change-29,067 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 28,308
Change-28,308 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,166
Change-26,166 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 22,985
Change-22,985 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 20,026
Change-20,026 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 17,560
Change-17,560 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 17,427
Change-17,427 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,101
Change-17,101 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 16,761
Change-16,761 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 16,282
Change-16,282 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 15,251
Change-15,251 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 14,610
Change-14,610 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,488
Change-14,488 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,248
Change-13,248 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,983
Change-12,983 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 12,735
Change-12,735 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,280
Change-12,280 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,929
Change-11,929 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 10,426
Change-10,426 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,053
Change-3,053 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 882
Change-882 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 658
Change-658 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 241
Change-241 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Status
Security National Bank
DECREASED630,773650,277-19,504-3%$12.3M$11.5M-$823.4K2026-10-26
Treasure Coast Financial Planning
INCREASED559,663538,380+21,283+4%$10.2M$10.2M-$772026-11-03
Assetmark, Inc
INCREASED361,674338,125+23,549+7%$6.4M$6.6M+$185.4K2026-10-21
Seneca Financial Advisors LLC
NEW360,672—+360,672——$6.6M—2026-10-28
Aspire Private Capital, LLC
INCREASED348,375343,540+4,835+1%$6.5M$6.3M-$159.3K2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED244,508243,967+541+0%$4.6M$4.5M-$165.8K2026-10-27
Sovran Advisors, LLC
DECREASED192,657196,516-3,859-2%$3.7M$3.6M-$113.7K2026-11-02
Lynx Investment Advisory
INCREASED162,325158,174+4,151+3%$3.0M$3.0M-$38.3K2026-10-27
Raleigh Capital Management Inc.
INCREASED143,947131,289+12,658+10%$2.5M$2.6M+$136.0K2026-10-28
Wealthcare Advisory Partners LLC
NEW140,037—+140,037——$2.6M—2026-10-21
Chapman Financial Group, LLC
INCREASED137,628121,436+16,192+13%$2.3M$2.5M+$207.4K2026-10-26
Cairn Investment Group, Inc.
NEW137,415—+137,415——$2.5K—2026-11-04
Park Avenue Securities LLC
DECREASED136,736137,778-1,042-1%$2.6M$2.5K-$2.6M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED110,941124,978-14,037-11%$2.4M$2.0K-$2.4M2026-11-02
Hibernia Wealth Partners, LLC
INCREASED104,807100,721+4,086+4%$1.9M$1.9M+$1.9K2026-10-29
Good Harbor Advisors, Inc.
DECREASED98,503101,987-3,484-3%$1.9M$1.8M-$136.9K2026-10-20
Landmark Wealth Management, Inc.
INCREASED86,44082,432+4,008+5%$1.6M$1.6M+$13.6K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED76,50776,227+280+0%$1.4M$1.4M-$49.8K2026-10-16
Visionary Horizons, LLC
INCREASED73,84469,834+4,010+6%$1.3M$1.3M+$22.7K2026-10-22
Capital Wealth Management, LLC
INCREASED68,77957,818+10,961+19%$1.1M$1.3M+$158.0K2026-10-27
Henderson Brothers Financial Partners, LLC
INCREASED63,39254,115+9,277+17%$1.0M$1.2M+$130.0K2026-11-03
Simplicity Wealth,LLC
INCREASED57,52353,159+4,364+8%$1.0M$1.0M+$41.2K2026-10-23
Truist Financial Corp
DECREASED54,21657,244-3,028-5%$1.1M$987.3K-$96.4K2026-10-30
Kestra Advisory Services, LLC
INCREASED49,73146,477+3,254+7%$879.8K$905.6K+$25.8K2026-11-02
Brookstone Capital Management
DECREASED46,59446,869-275-1%$887.2K$848.5K-$38.8K2026-10-22
Badgley Phelps Wealth Managers, LLC
NEW36,403—+36,403——$662.9K—2026-10-22
Creative Financial Designs Inc
INCREASED36,27834,348+1,930+6%$650.2K$660.6K+$10.4K2026-11-04
Detalus Advisors, LLC
INCREASED35,26429,233+6,031+21%$553.4K$642.2K+$88.8K2026-10-15
Lockerman Financial Group, Inc.
INCREASED31,89029,271+2,619+9%$554.1K$580.7K+$26.6K2026-10-19
Signal Advisors Wealth, LLC
INCREASED31,60925,631+5,978+23%$485.2K$575.6K+$90.4K2026-10-13
Midwest Financial Network, LLC
INCREASED29,62827,785+1,843+7%$525.8K$539.5K+$13.7K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED28,24527,242+1,003+4%$515.7K$514.3K-$1.4K2026-11-03
Parallel Advisors, LLC
DECREASED28,15265,083-36,931-57%$1.2M$512.6K-$719.4K2026-11-03
Legacy Wealth Partners, LLC
INCREASED26,12720,789+5,338+26%$393.5K$475.8K+$82.2K2026-10-15
Sigma Planning Corp
INCREASED25,44522,110+3,335+15%$418.5K$463.3K+$44.8K2026-10-23
Axxcess Wealth Management, LLC
INCREASED24,20422,856+1,348+6%$432.7K$440.8K+$8.1K2026-10-21
RFG Advisory, LLC
INCREASED24,19824,170+28+0%$457.5K$440.7K-$16.9K2026-11-03
Sharkey, Howes & Javer
DECREASED23,23926,161-2,922-11%$495.2K$423.2K-$72.0K2026-10-22
Fifth Third Bancorp
DECREASED22,67025,414-2,744-11%$481.1K$412.8K-$68.3K2026-11-05
Valtinson Bruner Financial Planning LLC
INCREASED21,85917,214+4,645+27%$325.9K$398.1K+$72.2K2026-11-02
Farther Finance Advisors, LLC
DECREASED19,25830,776-11,518-37%$582.6K$350.7K-$231.9K2026-10-08
WBI Investments, LLC
INCREASED17,75017,370+380+2%$328.8K$323.2K-$5.6K2026-11-05
Venture Visionary Partners LLC
DECREASED17,40022,813-5,413-24%$431.9K$316.9K-$115.0K2026-10-07
Breakwater Capital Group
DECREASED16,08660,437-44,351-73%$1.1M$292.9K-$851.2K2026-10-09
Sowell Financial Services LLC
INCREASED16,04715,263+784+5%$288.9K$292.2K+$3.3K2026-10-23
Blodgett Wealth Advisors, LLC
UNCHANGED14,14414,14400%$267.7K$257.6K-$10.2K2026-10-23
Trilogy Capital Inc.
NEW14,133—+14,133——$257.4K—2026-10-20
Canandaigua National Bank & Trust Co
UNCHANGED13,95013,95000%$264.1K$254.0K-$10.0K2026-10-07
RCW Management, LLC
UNCHANGED13,79813,79800%$261.2K$251.3K-$9.9K2026-10-30
KWB Wealth
DECREASED13,79615,888-2,092-13%$300.8K$251.2K-$49.5K2026-10-16
Atria Investments, Inc
DECREASED12,75612,955-199-2%$245.2K$232.3K-$13.0K2026-10-15
Main Street Group, LTD
DECREASED9,04912,074-3,025-25%$228.6K$164.8K-$63.8K2026-10-28
IFP Advisors, Inc
INCREASED8,0157,851+164+2%$148.6K$146.0K-$2.7K2026-10-16
Richardson Financial Services Inc.
INCREASED7,6277,491+136+2%$141.8K$138.9K-$2.9K2026-10-30
Simplex Trading, LLC
INCREASED5,9482,060+3,888+189%$39.0K$108.3K+$69.3K2026-11-04
Brown, Lisle Ings, Inc.
INCREASED4,6814,433+248+6%$83.9K$85.2K+$1.3K2026-10-16
Mather Group, Llc.
DECREASED3,9174,578-661-14%$86.7K$71.3K-$15.3K2026-10-14
Rosenberg Matthew Hamilton
NEW1,535—+1,535——$27.9K—2026-10-05
Jacobi Capital Management LLC
NEW1,528—+1,528——$27.8K—2026-11-05
TD Waterhouse Canada Inc.
INCREASED1,5271,489+38+3%$27.9K$27.9K-$222026-10-16
Triumph Capital Management
DECREASED1,3671,540-173-11%$29.2K$24.9K-$4.3K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED1,02246+976+2122%$871$18.6K+$17.7K2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED84884800%$16.1K$15.4K-$6112026-10-28
Heritage Family Offices, LLP
NEW486—+486——$8.9K—2026-11-02
Ashton Thomas Securities, LLC
UNCHANGED46346300%$8.8K$8.4K-$3342026-10-26
Private Trust Co NA
INCREASED389349+40+11%$6.6K$7.1K+$4772026-10-20
Lanark Financial, Inc.
UNCHANGED38038000%$7.2K$6.9K-$2732026-10-26
Rossby Financial, LCC
UNCHANGED12912900%$2.4K$2.3K-$932026-11-05
Covestor Ltd
INCREASED120117+3+3%$2$2$02026-10-30
CoreCap Advisors, LLC
UNCHANGED959500%$1.8K$1.7K-$682026-10-08
Toth Financial Advisory Corp
NEW89—+89——$1.6K—2026-10-08
Trust Co of Vermont
NEW45—+45——$819—2026-10-21
Kingdom Financial Group Llc.
NEW28—+28——$510—2026-11-04
Citigroup Inc
UNCHANGED2200%$38$36-$22026-11-04
Financial & Tax Architects, LLC
CLOSED0113,911-113,911-100%$2.2M$0-$2.2M2026-10-15
Intrua Financial, LLC
CLOSED093,820-93,820-100%$1.8M$0-$1.8M2026-10-28
Elevation Capital Advisory, LLC
CLOSED048,356-48,356-100%$915.4K$0-$915.4K2026-10-29
StoneX Group Inc.
CLOSED015,056-15,056-100%$287.5K$0-$287.5K2026-11-03
Accelerate Investment Advisors LLC
CLOSED012,015-12,015-100%$227.4K$0-$227.4K2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED0128-128-100%$2.4K$0-$2.4K2026-11-04
State Street Corp
N/A—59,157,599-59,157,599-100%$1.1B———
UBS Group AG
N/A—15,032,545-15,032,545-100%$284.6M———
UBS Asset Management Americas LLC
N/A—3,201,578-3,201,578-100%$60.6M———
LPL Financial LLC
N/A—2,989,664-2,989,664-100%$56.6M———
ST Germain D J Co Inc
N/A—1,706,468-1,706,468-100%$32.3M———
Envestnet Asset Management Inc
N/A—1,021,257-1,021,257-100%$19.3M———
Brio Consultants, LLC
N/A—1,009,494-1,009,494-100%$19.1M———
Envestnet Portfolio Solutions, Inc.
N/A—852,862-852,862-100%$16.1M———
Stratos Wealth Partners, Ltd.
N/A—550,696-550,696-100%$10.4M———
JPMorgan Chase & Co
N/A—502,817-502,817-100%$9.5M———
Morgan Stanley
N/A—362,795-362,795-100%$6.9M———
Continuum Advisory, LLC
N/A—314,784-314,784-100%$6.0M———
Cerity Partners LLC
N/A—300,675-300,675-100%$5.7M———
Alesco Advisors, LLC, An ESL Co
N/A—284,895-284,895-100%$5.4M———
Bank of America Corp
N/A—223,228-223,228-100%$4.2M———
Foundations Investment Advisors, LLC
N/A—197,174-197,174-100%$3.7M———
NewEdge Advisors, LLC
N/A—189,782-189,782-100%$3.6M———
Royal Bank of Canada
N/A—182,076-182,076-100%$3.4M———
Cetera Investment Advisers
N/A—174,366-174,366-100%$3.3M———
Rockefeller Capital Management L.P.
N/A—145,518-145,518-100%$2.8M———
Sonoma Allocations LLC
N/A—144,049-144,049-100%$2.7M———
Mutual Advisors, LLC
N/A—140,114-140,114-100%$2.7M———
HighTower Advisors, LLC
N/A—131,930-131,930-100%$2.5M———
Raymond James Financial Inc
N/A—110,115-110,115-100%$2.1M———
Stifel Financial Corp
N/A—103,194-103,194-100%$2.0M———
Equitable Holdings, Inc.
N/A—82,380-82,380-100%$1.6M———
Wells Fargo & Company
N/A—78,436-78,436-100%$1.5M———
Manufacturers Life Insurance Company, the
N/A—78,300-78,300-100%$1.5M———
McNamara Financial Services, Inc.
N/A—75,977-75,977-100%$1.4M———
Partners Capital Investment Group, LLP
N/A—72,114-72,114-100%$1.4M———
CreativeOne Wealth, LLC
N/A—71,174-71,174-100%$1.3M———
Virtu Financial LLC
N/A—65,925-65,925-100%$1.2M———
Capital Investment Management, Inc.
N/A—65,480-65,480-100%$1.2M———
Nest Investments, LLC
N/A—59,737-59,737-100%$1.1M———
Principal Securities, Inc.
N/A—54,988-54,988-100%$1.0M———
Sanctuary Advisors, LLC
N/A—51,216-51,216-100%$969.5K———
MML Investors Services, LLC
N/A—48,272-48,272-100%$913.8K———
Harbour Investments, Inc.
N/A—47,598-47,598-100%$901.0K———
Beacon Pointe Advisors, LLC
N/A—46,972-46,972-100%$889.2K———
Addison Capital Co
N/A—45,773-45,773-100%$866.5K———
Osaic Holdings, Inc.
N/A—35,204-35,204-100%$666.5K———
Novus Advisors, LLC
N/A—33,803-33,803-100%$639.9K———
Orion Porfolio Solutions, LLC
N/A—30,489-30,489-100%$577.2K———
Hyundai Investments Co., Ltd.
N/A—30,278-30,278-100%$574.1K———
17 Capital Partners, LLC
N/A—29,993-29,993-100%$567.8K———
Comprehensive Money Management Services LLC
N/A—29,067-29,067-100%$550.2K———
Global Retirement Partners, LLC
N/A—28,308-28,308-100%$535.9K———
Private Advisor Group, LLC
N/A—26,166-26,166-100%$495.3K———
Jones Financial Companies Lllp
N/A—22,985-22,985-100%$435.1K———
Pallas Capital Advisors LLC
N/A—20,026-20,026-100%$379.1K———
Scotia Capital Inc.
N/A—20,000-20,000-100%$378.6K———
Lifeworks Advisors, LLC
N/A—17,560-17,560-100%$332.4K———
FSB Premier Wealth Management, Inc.
N/A—17,427-17,427-100%$329.9K———
AE Wealth Management LLC
N/A—17,101-17,101-100%$323.7K———
PCB Capital LLC
N/A—16,761-16,761-100%$317.3K———
Argent Trust Co
N/A—16,282-16,282-100%$308.2K———
WCG Wealth Advisors LLC
N/A—15,251-15,251-100%$288.7K———
Northwestern Mutual Wealth Management Co
N/A—14,610-14,610-100%$276.6K———
Maridea Wealth Management LLC
N/A—14,488-14,488-100%$274.3K———
HRT Financial LP
N/A—13,248-13,248-100%$250.0K———
PFG Investments, LLC
N/A—12,983-12,983-100%$245.8K———
Founders Financial Alliance, LLC
N/A—12,735-12,735-100%$241.1K———
Regal Investment Advisors LLC
N/A—12,280-12,280-100%$232.5K———
Modern Wealth Management, LLC
N/A—12,131-12,131-100%$229.6K———
Two Sigma Securities, LLC
N/A—11,929-11,929-100%$225.8K———
Arete Wealth Advisors, LLC
N/A—11,751-11,751-100%$222.4K———
Tower Research Capital LLC (TRC)
N/A—10,689-10,689-100%$202.3K———
PMG Wealth Management, Inc.
N/A—10,426-10,426-100%$195.5K———
IFG Advisory, LLC
N/A—6,500-6,500-100%$123.0K———
Paladin Advisory Group, LLC
N/A—5,472-5,472-100%$103.6K———
Geneos Wealth Management Inc.
N/A—5,343-5,343-100%$101.1K———
Capital Analysts, LLC
N/A—3,837-3,837-100%$64.0K———
BFC Planning, Inc.
N/A—3,053-3,053-100%$57.8K———
FMR LLC
N/A—1,161-1,161-100%$22.0K———
Smartleaf Asset Management LLC
N/A—918-918-100%$17.4K———
Qube Research & Technologies Ltd
N/A—882-882-100%$16.7K———
Strategic Wealth Partners, Ltd.
N/A—658-658-100%$12.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—643-643-100%$12.2K———
Clearstead Advisors, LLC
N/A—534-534-100%$10.1K———
Aptus Capital Advisors, LLC
N/A—355-355-100%$6.7K———
Allworth Financial LP
N/A—241-241-100%$4.6K———
PNC Financial Services Group, Inc.
N/A—200-200-100%$3.8K———
Nova Wealth Management, Inc.
N/A—91-91-100%$1.7K———
Richard W. Paul & Associates, LLC
N/A—68-68-100%$1.3K———
Showing 164 of 164 institutions