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Spdr Bridgewater All Weather (ALLW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,879,843 from 3,656,677
Change+1,223,166 (+33%)
Value$139.4M (+$32.4M)
Filed 2026-11-06
Adventist Health System Sunbelt Healthcare Corp
DECREASED
Shares1,064,450 from 1,081,450
Change-17,000 (-2%)
Value$30.4M (-$1.2M)
Filed 2026-11-02
Citigroup Inc
NEW
Shares707,524
Change+707,524
Value$20.2M
Filed 2026-11-04
Catalyst Private Wealth, LLC
INCREASED
Shares623,908 from 577,473
Change+46,435 (+8%)
Value$17.8M (+$922.4K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares480,347 from 418,178
Change+62,169 (+15%)
Value$13.7M (+$1.5M)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
INCREASED
Shares453,175 from 297,715
Change+155,460 (+52%)
Value$12.9M (+$4.2M)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares444,011 from 31,499
Change+412,512 (+1310%)
Value$12.7M (+$11.8M)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares350,381 from 329,729
Change+20,652 (+6%)
Value$10.0M (+$359.2K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares328,898 from 297,971
Change+30,927 (+10%)
Value$9.4M (+$675.0K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares325,392 from 220,574
Change+104,818 (+48%)
Value$9.3M (+$2.8M)
Filed 2026-10-15
Smart Wealth LLC
INCREASED
Shares268,523 from 216,960
Change+51,563 (+24%)
Value$7.7M (+$1.3M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares229,792 from 218,122
Change+11,670 (+5%)
Value$6.6K (-$6.4M)
Filed 2026-11-02
Breakwater Investment Management
INCREASED
Shares226,694 from 72,459
Change+154,235 (+213%)
Value$6.5M (+$4.4M)
Filed 2026-10-20
Fortis Group Advisors, LLC
INCREASED
Shares212,405 from 172,567
Change+39,838 (+23%)
Value$6.2M (+$1.1M)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares130,051 from 110,698
Change+19,353 (+17%)
Value$3.7M (+$475.4K)
Filed 2026-11-06
Corrado Advisors, LLC
INCREASED
Shares127,993 from 121,479
Change+6,514 (+5%)
Value$3.7M (+$101.1K)
Filed 2026-10-27
Catalyst Investment Management LLC
INCREASED
Shares115,694 from 100,217
Change+15,477 (+15%)
Value$3.3M (+$372.0K)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares102,157 from 24,888
Change+77,269 (+310%)
Value$2.9M (+$2.2M)
Filed 2026-11-03
Patten Group, Inc.
INCREASED
Shares84,018 from 74,865
Change+9,153 (+12%)
Value$2.4M (+$209.1K)
Filed 2026-10-26
KWB Wealth
INCREASED
Shares79,476 from 78,477
Change+999 (+1%)
Value$2.3M (-$26.4K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares78,218 from 113,716
Change-35,498 (-31%)
Value$2.2M (-$1.1M)
Filed 2026-11-06
Reflection Asset Management
INCREASED
Shares76,949 from 55,852
Change+21,097 (+38%)
Value$2.2M (+$563.6K)
Filed 2026-10-28
Weaver Consulting Group
INCREASED
Shares74,079 from 61,910
Change+12,169 (+20%)
Value$2.1M (+$304.3K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares73,370 from 70,795
Change+2,575 (+4%)
Value$2.1M (+$24.0K)
Filed 2026-10-30
Oregon Pacific Wealth Management, LLC
INCREASED
Shares71,192 from 50,282
Change+20,910 (+42%)
Value$2.0M (+$562.2K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
INCREASED
Shares66,702 from 40,820
Change+25,882 (+63%)
Value$1.9M (+$710.9K)
Filed 2026-10-16
Lunt Capital Management, Inc.
INCREASED
Shares65,552 from 63,187
Change+2,365 (+4%)
Value$1.9M (+$23.3K)
Filed 2026-10-30
Lake Street Private Wealth, LLC
INCREASED
Shares65,244 from 64,944
Change+300 (+0%)
Value$1.9M (-$36.9K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares64,933 from 66,186
Change-1,253 (-2%)
Value$1.9M (-$82.1K)
Filed 2026-11-02
Fermata Advisors, LLC
INCREASED
Shares62,807 from 61,186
Change+1,621 (+3%)
Value$1.8M (+$3.5K)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
INCREASED
Shares56,883 from 49,599
Change+7,284 (+15%)
Value$1.6M (+$173.4K)
Filed 2026-10-19
Sheets Smith Wealth Management
INCREASED
Shares53,917 from 52,862
Change+1,055 (+2%)
Value$1.5M (-$6.9K)
Filed 2026-10-16
Puff Wealth Management, LLC
INCREASED
Shares53,541 from 48,056
Change+5,485 (+11%)
Value$1.5M (+$123.1K)
Filed 2026-10-07
LifeGoal Investments, LLC
INCREASED
Shares52,668 from 40,275
Change+12,393 (+31%)
Value$1.5M (+$325.9K)
Filed 2026-10-09
Fiduciary Alliance LLC
INCREASED
Shares50,559 from 46,019
Change+4,540 (+10%)
Value$1.4M (+$97.5K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares49,363 from 48,017
Change+1,346 (+3%)
Value$1.4M (+$10.3K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares48,063 from 94,643
Change-46,580 (-49%)
Value$1.4M (-$1.4M)
Filed 2026-10-08
Independent Wealth Advisors LLC
INCREASED
Shares38,935 from 34,117
Change+4,818 (+14%)
Value$1.1M (+$113.8K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
INCREASED
Shares37,680 from 36,363
Change+1,317 (+4%)
Value$1.1M (+$12.2K)
Filed 2026-10-20
DWM Financial Group, Inc.
NEW
Shares36,096
Change+36,096
Value$1.0M
Filed 2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED
Shares29,781 from 29,781
Change0 (0%)
Value$850.9K (-$20.8K)
Filed 2026-11-03
International Private Wealth Advisors LLC
DECREASED
Shares27,309 from 28,005
Change-696 (-2%)
Value$780.2K (-$39.5K)
Filed 2026-11-05
Oppenheimer & Co Inc
UNCHANGED
Shares25,551 from 25,551
Change0 (0%)
Value$730.0K (-$17.9K)
Filed 2026-10-26
Silverlake Wealth Management LLC
INCREASED
Shares25,473 from 24,766
Change+707 (+3%)
Value$727.8K (+$2.9K)
Filed 2026-10-21
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares24,914 from 29,845
Change-4,931 (-17%)
Value$711.8K (-$161.8K)
Filed 2026-10-14
Choreo, LLC
UNCHANGED
Shares22,924 from 22,924
Change0 (0%)
Value$655.0K (-$16.0K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares22,689 from 9,737
Change+12,952 (+133%)
Value$647.8K (+$364.1K)
Filed 2026-10-16
FMA Wealth Management, LLC
NEW
Shares22,601
Change+22,601
Value$645.7K
Filed 2026-10-21
Northbridge Financial Group, LLC
INCREASED
Shares22,125 from 12,863
Change+9,262 (+72%)
Value$637.2K (+$260.7K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares21,865 from 32,721
Change-10,856 (-33%)
Value$624.7K (-$333.1K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
NEW
Shares21,311
Change+21,311
Value$608.8K
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares21,173 from 16,791
Change+4,382 (+26%)
Value$604.9K (+$113.4K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares20,250 from 7,515
Change+12,735 (+169%)
Value$578.5K (+$358.6K)
Filed 2026-11-05
Riverbend Wealth Management, LLC
INCREASED
Shares20,032 from 19,343
Change+689 (+4%)
Value$572.3K (+$6.1K)
Filed 2026-10-15
Trademark Financial Management, LLC
INCREASED
Shares19,871 from 18,849
Change+1,022 (+5%)
Value$567.7K (+$16.0K)
Filed 2026-10-23
Clarity Retirement & Wealth, LLC
DECREASED
Shares19,108 from 25,030
Change-5,922 (-24%)
Value$545.9K (-$186.7K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares18,558 from 74,129
Change-55,571 (-75%)
Value$530 (-$2.2M)
Filed 2026-10-22
Bluesphere Advisors LLC
UNCHANGED
Shares15,128 from 15,128
Change0 (0%)
Value$432.2K (-$10.6K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares15,021 from 13,442
Change+1,579 (+12%)
Value$429.2K (+$35.7K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED
Shares14,951 from 14,951
Change0 (0%)
Value$427.2K (-$10.5K)
Filed 2026-11-05
SFG Wealth Management, Llc.
DECREASED
Shares13,061 from 14,400
Change-1,339 (-9%)
Value$373.2K (-$48.3K)
Filed 2026-10-23
Creekside Partners
UNCHANGED
Shares13,037 from 13,037
Change0 (0%)
Value$372.5K (-$9.1K)
Filed 2026-11-04
First Hawaiian Bank
NEW
Shares12,701
Change+12,701
Value$362.9K
Filed 2026-10-14
Primoris Wealth Advisors, LLC
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$362.8K (-$8.9K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
NEW
Shares11,993
Change+11,993
Value$342.6K
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares11,751 from 7,082
Change+4,669 (+66%)
Value$335.7K (+$128.4K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares11,342 from 33,770
Change-22,428 (-66%)
Value$324.0K (-$664.4K)
Filed 2026-10-21
Transce3nd, LLC
NEW
Shares10,106
Change+10,106
Value$293.2K
Filed 2026-10-26
Elevatus Welath Management
UNCHANGED
Shares9,142 from 9,142
Change0 (0%)
Value$261.2K (-$6.4K)
Filed 2026-10-19
Latitude Advisors, LLC
INCREASED
Shares8,950 from 8,788
Change+162 (+2%)
Value$255.7K (-$1.5K)
Filed 2026-10-27
Falcon Wealth Planning
UNCHANGED
Shares8,875 from 8,875
Change0 (0%)
Value$253.6K (-$6.2K)
Filed 2026-11-06
Apollon Financial, LLC
NEW
Shares8,725
Change+8,725
Value$249.3K
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,649 from 6,932
Change+717 (+10%)
Value$218.5K (+$15.6K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
NEW
Shares7,619
Change+7,619
Value$217.7K
Filed 2026-11-03
J.Safra Asset Management Corp
INCREASED
Shares7,362 from 7,198
Change+164 (+2%)
Value$210.3K (-$353)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares7,330 from 7,330
Change0 (0%)
Value$214.6K ($0)
Filed 2026-11-06
Breachway Investments LLC
NEW
Shares7,125
Change+7,125
Value$203.6K
Filed 2026-10-19
Aspect Partners, LLC
UNCHANGED
Shares6,819 from 6,819
Change0 (0%)
Value$194.8K (-$4.8K)
Filed 2026-10-20
Salomon & Ludwin, LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$97.1K (-$1.9K)
Filed 2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$85.7K (-$2.1K)
Filed 2026-10-22
Private Trust Co NA
UNCHANGED
Shares2,879 from 2,879
Change0 (0%)
Value$82.3K (-$2.0K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares2,333
Change+2,333
Value$66.6K
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$48.4K (-$1.2K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares1,207 from 1,722
Change-515 (-30%)
Value$34.5K (-$15.9K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$24 (-$1)
Filed 2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$21.4K (-$525)
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$20.7K (-$508)
Filed 2026-10-23
Nvwm, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$14.3K (-$350)
Filed 2026-10-14
Tradewinds Capital Management, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$4.4K (-$108)
Filed 2026-10-23
1620 Investment Advisors, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$3.1K (-$77)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.0K (-$49)
Filed 2026-10-23
POM Investment Strategies, LLC
NEW
Shares43
Change+43
Value$1.2K
Filed 2026-10-20
Golden State Wealth Management, LLC
CLOSED
Shares0 from 98,294
Change-98,294 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-02
Mission Wealth Management, LP
CLOSED
Shares0 from 27,911
Change-27,911 (-100%)
Value$0 (-$817.0K)
Filed 2026-10-15
Providence First Trust Co
CLOSED
Shares0 from 22,325
Change-22,325 (-100%)
Value$0 (-$653.5K)
Filed 2026-11-02
BNB Wealth Management, LLC
CLOSED
Shares0 from 21,463
Change-21,463 (-100%)
Value$0 (-$628.2K)
Filed 2026-10-28
WJ Wealth Management, LLC
CLOSED
Shares0 from 17,400
Change-17,400 (-100%)
Value$0 (-$509.3K)
Filed 2026-11-03
Sound Income Strategies, LLC
CLOSED
Shares0 from 16,507
Change-16,507 (-100%)
Value$0 (-$483.2K)
Filed 2026-10-09
Apollon Wealth Management, LLC
CLOSED
Shares0 from 7,358
Change-7,358 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-23
Auctus Advisors LLC
CLOSED
Shares0 from 6,975
Change-6,975 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 1,475
Change-1,475 (-100%)
Value$0 (-$43.2K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-28
Belvedere Trading LLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-05
AE Wealth Management LLC
N/A
Shares— from 2,424,005
Change-2,424,005 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,142,531
Change-2,142,531 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 840,637
Change-840,637 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 463,515
Change-463,515 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 447,240
Change-447,240 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 405,262
Change-405,262 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 364,309
Change-364,309 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 357,213
Change-357,213 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 332,564
Change-332,564 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 290,647
Change-290,647 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 268,782
Change-268,782 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 238,443
Change-238,443 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 225,175
Change-225,175 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 206,833
Change-206,833 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 194,734
Change-194,734 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 160,857
Change-160,857 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 145,893
Change-145,893 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 135,024
Change-135,024 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 125,557
Change-125,557 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 103,016
Change-103,016 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 101,378
Change-101,378 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 96,147
Change-96,147 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 91,293
Change-91,293 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 90,587
Change-90,587 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 88,970
Change-88,970 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 84,979
Change-84,979 (-100%)
Value—
Stephens Inc
N/A
Shares— from 83,065
Change-83,065 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 79,814
Change-79,814 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 72,332
Change-72,332 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 50,007
Change-50,007 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 49,186
Change-49,186 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 43,113
Change-43,113 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 40,148
Change-40,148 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,272
Change-38,272 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 38,008
Change-38,008 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 37,612
Change-37,612 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 33,001
Change-33,001 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 31,925
Change-31,925 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 27,721
Change-27,721 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,378
Change-25,378 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,248
Change-25,248 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 22,229
Change-22,229 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,028
Change-22,028 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 21,618
Change-21,618 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 20,507
Change-20,507 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,419
Change-20,419 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 16,469
Change-16,469 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 15,405
Change-15,405 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,191
Change-15,191 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,590
Change-14,590 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 14,268
Change-14,268 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,576
Change-8,576 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 641
Change-641 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,879,8433,656,677+1,223,166+33%$107.0M$139.4M+$32.4M2026-11-06
Adventist Health System Sunbelt Healthcare Corp
DECREASED1,064,4501,081,450-17,000-2%$31.7M$30.4M-$1.2M2026-11-02
Citigroup Inc
NEW707,524—+707,524——$20.2M—2026-11-04
Catalyst Private Wealth, LLC
INCREASED623,908577,473+46,435+8%$16.9M$17.8M+$922.4K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED480,347418,178+62,169+15%$12.2M$13.7M+$1.5M2026-10-26
Owl Creek Wealth Partners LLC
INCREASED453,175297,715+155,460+52%$8.7M$12.9M+$4.2M2026-10-20
SteelPeak Wealth, LLC
INCREASED444,01131,499+412,512+1310%$922.0K$12.7M+$11.8M2026-10-16
Flagship Harbor Advisors, LLC
INCREASED350,381329,729+20,652+6%$9.7M$10.0M+$359.2K2026-10-26
Commonwealth Equity Services, LLC
INCREASED328,898297,971+30,927+10%$8.7M$9.4M+$675.0K2026-11-02
Atria Investments, Inc
INCREASED325,392220,574+104,818+48%$6.5M$9.3M+$2.8M2026-10-15
Smart Wealth LLC
INCREASED268,523216,960+51,563+24%$6.4M$7.7M+$1.3M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED229,792218,122+11,670+5%$6.4M$6.6K-$6.4M2026-11-02
Breakwater Investment Management
INCREASED226,69472,459+154,235+213%$2.1M$6.5M+$4.4M2026-10-20
Fortis Group Advisors, LLC
INCREASED212,405172,567+39,838+23%$5.1M$6.2M+$1.1M2026-11-06
GenTrust, LLC
INCREASED130,051110,698+19,353+17%$3.2M$3.7M+$475.4K2026-11-06
Corrado Advisors, LLC
INCREASED127,993121,479+6,514+5%$3.6M$3.7M+$101.1K2026-10-27
Catalyst Investment Management LLC
INCREASED115,694100,217+15,477+15%$2.9M$3.3M+$372.0K2026-10-21
Ethic Inc.
INCREASED102,15724,888+77,269+310%$728.5K$2.9M+$2.2M2026-11-03
Patten Group, Inc.
INCREASED84,01874,865+9,153+12%$2.2M$2.4M+$209.1K2026-10-26
KWB Wealth
INCREASED79,47678,477+999+1%$2.3M$2.3M-$26.4K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED78,218113,716-35,498-31%$3.3M$2.2M-$1.1M2026-11-06
Reflection Asset Management
INCREASED76,94955,852+21,097+38%$1.6M$2.2M+$563.6K2026-10-28
Weaver Consulting Group
INCREASED74,07961,910+12,169+20%$1.8M$2.1M+$304.3K2026-10-07
Truist Financial Corp
INCREASED73,37070,795+2,575+4%$2.1M$2.1M+$24.0K2026-10-30
Oregon Pacific Wealth Management, LLC
INCREASED71,19250,282+20,910+42%$1.5M$2.0M+$562.2K2026-10-20
Onyx Bridge Wealth Group LLC
INCREASED66,70240,820+25,882+63%$1.2M$1.9M+$710.9K2026-10-16
Lunt Capital Management, Inc.
INCREASED65,55263,187+2,365+4%$1.8M$1.9M+$23.3K2026-10-30
Lake Street Private Wealth, LLC
INCREASED65,24464,944+300+0%$1.9M$1.9M-$36.9K2026-10-22
Kestra Advisory Services, LLC
DECREASED64,93366,186-1,253-2%$1.9M$1.9M-$82.1K2026-11-02
Fermata Advisors, LLC
INCREASED62,80761,186+1,621+3%$1.8M$1.8M+$3.5K2026-10-13
Worth Financial Advisory Group, LLC
INCREASED56,88349,599+7,284+15%$1.5M$1.6M+$173.4K2026-10-19
Sheets Smith Wealth Management
INCREASED53,91752,862+1,055+2%$1.5M$1.5M-$6.9K2026-10-16
Puff Wealth Management, LLC
INCREASED53,54148,056+5,485+11%$1.4M$1.5M+$123.1K2026-10-07
LifeGoal Investments, LLC
INCREASED52,66840,275+12,393+31%$1.2M$1.5M+$325.9K2026-10-09
Fiduciary Alliance LLC
INCREASED50,55946,019+4,540+10%$1.3M$1.4M+$97.5K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED49,36348,017+1,346+3%$1.4M$1.4M+$10.3K2026-10-13
Farther Finance Advisors, LLC
DECREASED48,06394,643-46,580-49%$2.8M$1.4M-$1.4M2026-10-08
Independent Wealth Advisors LLC
INCREASED38,93534,117+4,818+14%$998.6K$1.1M+$113.8K2026-10-27
Paragon Private Wealth Management, LLC
INCREASED37,68036,363+1,317+4%$1.1M$1.1M+$12.2K2026-10-20
DWM Financial Group, Inc.
NEW36,096—+36,096——$1.0M—2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED29,78129,78100%$871.7K$850.9K-$20.8K2026-11-03
International Private Wealth Advisors LLC
DECREASED27,30928,005-696-2%$819.7K$780.2K-$39.5K2026-11-05
Oppenheimer & Co Inc
UNCHANGED25,55125,55100%$747.9K$730.0K-$17.9K2026-10-26
Silverlake Wealth Management LLC
INCREASED25,47324,766+707+3%$724.9K$727.8K+$2.9K2026-10-21
Fearless Solutions, LLC dba Best Invest
DECREASED24,91429,845-4,931-17%$873.6K$711.8K-$161.8K2026-10-14
Choreo, LLC
UNCHANGED22,92422,92400%$671.0K$655.0K-$16.0K2026-10-28
TD Waterhouse Canada Inc.
INCREASED22,6899,737+12,952+133%$283.7K$647.8K+$364.1K2026-10-16
FMA Wealth Management, LLC
NEW22,601—+22,601——$645.7K—2026-10-21
Northbridge Financial Group, LLC
INCREASED22,12512,863+9,262+72%$376.5K$637.2K+$260.7K2026-11-05
Independent Financial Group, LLC
DECREASED21,86532,721-10,856-33%$957.7K$624.7K-$333.1K2026-10-13
Ascentis Wealth Management, LLC
NEW21,311—+21,311——$608.8K—2026-11-03
Parsons Capital Management Inc
INCREASED21,17316,791+4,382+26%$491.5K$604.9K+$113.4K2026-10-28
Fifth Third Bancorp
INCREASED20,2507,515+12,735+169%$220.0K$578.5K+$358.6K2026-11-05
Riverbend Wealth Management, LLC
INCREASED20,03219,343+689+4%$566.2K$572.3K+$6.1K2026-10-15
Trademark Financial Management, LLC
INCREASED19,87118,849+1,022+5%$551.7K$567.7K+$16.0K2026-10-23
Clarity Retirement & Wealth, LLC
DECREASED19,10825,030-5,922-24%$732.6K$545.9K-$186.7K2026-11-04
Wedbush Securities Inc
DECREASED18,55874,129-55,571-75%$2.2M$530-$2.2M2026-10-22
Bluesphere Advisors LLC
UNCHANGED15,12815,12800%$442.8K$432.2K-$10.6K2026-10-19
Harbor Investment Advisory, LLC
INCREASED15,02113,442+1,579+12%$393.4K$429.2K+$35.7K2026-10-13
J.W. Cole Advisors, Inc.
UNCHANGED14,95114,95100%$437.6K$427.2K-$10.5K2026-11-05
SFG Wealth Management, Llc.
DECREASED13,06114,400-1,339-9%$421.5K$373.2K-$48.3K2026-10-23
Creekside Partners
UNCHANGED13,03713,03700%$381.6K$372.5K-$9.1K2026-11-04
First Hawaiian Bank
NEW12,701—+12,701——$362.9K—2026-10-14
Primoris Wealth Advisors, LLC
UNCHANGED12,70012,70000%$371.7K$362.8K-$8.9K2026-10-28
Heritage Wealth Management, Inc.
NEW11,993—+11,993——$342.6K—2026-10-28
Triumph Capital Management
INCREASED11,7517,082+4,669+66%$207.3K$335.7K+$128.4K2026-10-14
Wealthcare Advisory Partners LLC
DECREASED11,34233,770-22,428-66%$988.4K$324.0K-$664.4K2026-10-21
Transce3nd, LLC
NEW10,106—+10,106——$293.2K—2026-10-26
Elevatus Welath Management
UNCHANGED9,1429,14200%$267.6K$261.2K-$6.4K2026-10-19
Latitude Advisors, LLC
INCREASED8,9508,788+162+2%$257.2K$255.7K-$1.5K2026-10-27
Falcon Wealth Planning
UNCHANGED8,8758,87500%$259.8K$253.6K-$6.2K2026-11-06
Apollon Financial, LLC
NEW8,725—+8,725——$249.3K—2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED7,6496,932+717+10%$202.9K$218.5K+$15.6K2026-11-03
Almanack Investment Partners, Llc.
NEW7,619—+7,619——$217.7K—2026-11-03
J.Safra Asset Management Corp
INCREASED7,3627,198+164+2%$210.7K$210.3K-$3532026-11-03
Allworth Financial LP
UNCHANGED7,3307,33000%$214.6K$214.6K$02026-11-06
Breachway Investments LLC
NEW7,125—+7,125——$203.6K—2026-10-19
Aspect Partners, LLC
UNCHANGED6,8196,81900%$199.6K$194.8K-$4.8K2026-10-20
Salomon & Ludwin, LLC
UNCHANGED3,4003,40000%$99.1K$97.1K-$1.9K2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED3,0003,00000%$87.8K$85.7K-$2.1K2026-10-22
Private Trust Co NA
UNCHANGED2,8792,87900%$84.3K$82.3K-$2.0K2026-10-20
Ascentis Independent Advisors
NEW2,333—+2,333——$66.6K—2026-11-03
Clearstead Advisors, LLC
UNCHANGED1,6931,69300%$49.6K$48.4K-$1.2K2026-11-06
IFP Advisors, Inc
DECREASED1,2071,722-515-30%$50.4K$34.5K-$15.9K2026-10-16
Capital Advisors, Ltd. LLC
UNCHANGED85085000%$25$24-$12026-10-27
PNC Financial Services Group, Inc.
UNCHANGED75075000%$22.0K$21.4K-$5252026-11-06
Signaturefd, LLC
UNCHANGED72572500%$21.2K$20.7K-$5082026-10-23
Nvwm, LLC
UNCHANGED50050000%$14.6K$14.3K-$3502026-10-14
Tradewinds Capital Management, LLC
UNCHANGED15515500%$4.5K$4.4K-$1082026-10-23
1620 Investment Advisors, Inc.
UNCHANGED11011000%$3.2K$3.1K-$772026-11-04
Harbor Asset Planning, Inc.
UNCHANGED707000%$2.1K$2.0K-$492026-10-23
POM Investment Strategies, LLC
NEW43—+43——$1.2K—2026-10-20
Golden State Wealth Management, LLC
CLOSED098,294-98,294-100%$2.9M$0-$2.9M2026-11-02
Mission Wealth Management, LP
CLOSED027,911-27,911-100%$817.0K$0-$817.0K2026-10-15
Providence First Trust Co
CLOSED022,325-22,325-100%$653.5K$0-$653.5K2026-11-02
BNB Wealth Management, LLC
CLOSED021,463-21,463-100%$628.2K$0-$628.2K2026-10-28
WJ Wealth Management, LLC
CLOSED017,400-17,400-100%$509.3K$0-$509.3K2026-11-03
Sound Income Strategies, LLC
CLOSED016,507-16,507-100%$483.2K$0-$483.2K2026-10-09
Apollon Wealth Management, LLC
CLOSED07,358-7,358-100%$215.4K$0-$215.4K2026-10-23
Auctus Advisors LLC
CLOSED06,975-6,975-100%$204.2K$0-$204.2K2026-10-23
Simplex Trading, LLC
CLOSED01,475-1,475-100%$43.2K$0-$43.2K2026-11-04
MCF Advisors LLC
CLOSED0573-573-100%$16.8K$0-$16.8K2026-10-28
Belvedere Trading LLC
CLOSED0147-147-100%$4.3K$0-$4.3K2026-11-05
AE Wealth Management LLC
N/A—2,424,005-2,424,005-100%$71.0M———
Bank of America Corp
N/A—2,142,531-2,142,531-100%$62.7M———
Rockefeller Capital Management L.P.
N/A—840,637-840,637-100%$24.6M———
Pinnacle Wealth Management, LLC
N/A—463,515-463,515-100%$13.6M———
Marshall Financial Group, LLC
N/A—447,240-447,240-100%$13.1M———
Mariner, LLC
N/A—405,262-405,262-100%$11.9M———
National Philanthropic Trust
N/A—364,309-364,309-100%$10.7M———
Family Manage LLC
N/A—357,213-357,213-100%$10.5M———
Astoria Portfolio Advisors Llc.
N/A—332,564-332,564-100%$9.7M———
Stratos Investment Management, LLC
N/A—290,647-290,647-100%$8.5M———
MML Investors Services, LLC
N/A—268,782-268,782-100%$7.9M———
Hobbs Group Advisors, LLC
N/A—238,443-238,443-100%$7.0M———
Alpha Financial Partners LLC
N/A—225,175-225,175-100%$6.6M———
Savvy Advisors, Inc.
N/A—206,833-206,833-100%$6.1M———
Sumitomo Mitsui Financial Group, Inc.
N/A—194,734-194,734-100%$5.7M———
Osaic Holdings, Inc.
N/A—160,857-160,857-100%$4.7M———
MAI Capital Management
N/A—145,893-145,893-100%$4.3M———
Stratos Wealth Advisors, LLC
N/A—135,024-135,024-100%$4.0M———
Private Advisor Group, LLC
N/A—125,557-125,557-100%$3.7M———
Harbour Investments, Inc.
N/A—103,016-103,016-100%$3.0M———
Great Valley Advisor Group, Inc.
N/A—101,378-101,378-100%$3.0M———
Arrowroot Family Office, LLC
N/A—96,147-96,147-100%$2.8M———
Forum Finance Group S.A.
N/A—91,293-91,293-100%$2.2K———
Envestnet Asset Management Inc
N/A—90,587-90,587-100%$2.7M———
Stifel Financial Corp
N/A—88,970-88,970-100%$2.6M———
O'rourke & Company, Inc
N/A—84,979-84,979-100%$2.5M———
Stephens Inc
N/A—83,065-83,065-100%$2.4M———
Raymond James Financial Inc
N/A—79,814-79,814-100%$2.3M———
Global Retirement Partners, LLC
N/A—72,332-72,332-100%$2.1M———
Belpointe Asset Management LLC
N/A—50,007-50,007-100%$1.5M———
Wells Fargo & Company
N/A—49,186-49,186-100%$1.4M———
Western Wealth Management, LLC
N/A—43,113-43,113-100%$1.3M———
Brookwood Investment Group LLC
N/A—40,148-40,148-100%$1.2M———
Janney Montgomery Scott LLC
N/A—38,272-38,272-100%$1.1M———
Noble Wealth Partners LLC
N/A—38,008-38,008-100%$1.1M———
Morgan Stanley
N/A—37,612-37,612-100%$1.1M———
Advyzon Investment Management, LLC
N/A—33,001-33,001-100%$965.9K———
Integrated Wealth Concepts LLC
N/A—31,925-31,925-100%$934.4K———
Perennial Investment Advisors, LLC
N/A—27,721-27,721-100%$811.4K———
Waverly Advisors, LLC
N/A—25,378-25,378-100%$742.8K———
Focus Partners Wealth
N/A—25,248-25,248-100%$739.0K———
OneDigital Investment Advisors LLC
N/A—22,229-22,229-100%$650.6K———
NewEdge Advisors, LLC
N/A—22,028-22,028-100%$644.8K———
Stratos Wealth Partners, Ltd.
N/A—21,618-21,618-100%$632.8K———
OakTrust Wealth Advisors, LLC
N/A—20,507-20,507-100%$600.2K———
Mutual Advisors, LLC
N/A—20,419-20,419-100%$597.7K———
Two Sigma Securities, LLC
N/A—16,469-16,469-100%$482.0K———
Maridea Wealth Management LLC
N/A—15,405-15,405-100%$450.9K———
Summit Financial, LLC
N/A—15,191-15,191-100%$444.6K———
GeoWealth Management, LLC
N/A—14,590-14,590-100%$427.0K———
Main Street Financial Solutions, LLC
N/A—14,268-14,268-100%$417.6K———
Beacon Pointe Advisors, LLC
N/A—12,116-12,116-100%$354.6K———
W1m Asset Management Ltd
N/A—10,207-10,207-100%$298.6K———
Captrust Financial Advisors
N/A—9,795-9,795-100%$286.7K———
WNY Asset Management, LLC
N/A—9,462-9,462-100%$277.0K———
Regal Investment Advisors LLC
N/A—8,985-8,985-100%$263.0K———
Fort Point Capital Partners LLC
N/A—8,726-8,726-100%$255.4K———
AQR Capital Management LLC
N/A—8,726-8,726-100%$255.4K———
Independent Advisor Alliance
N/A—8,576-8,576-100%$251.0K———
IHT Wealth Management, LLC
N/A—8,100-8,100-100%$237.1K———
Equitable Holdings, Inc.
N/A—7,178-7,178-100%$210.1K———
RPS Advisory Solutions LLC
N/A—6,841-6,841-100%$200.2K———
IFG Advisory, LLC
N/A—4,225-4,225-100%$123.7K———
Royal Bank of Canada
N/A—2,797-2,797-100%$82.0K———
Steward Partners Investment Advisory, LLC
N/A—1,924-1,924-100%$56.3K———
Northwestern Mutual Wealth Management Co
N/A—1,637-1,637-100%$47.9K———
BFC Planning, Inc.
N/A—1,240-1,240-100%$36.3K———
UBS Group AG
N/A—1,051-1,051-100%$30.8K———
Tidemark, LLC
N/A—952-952-100%$27.9K———
Strategic Wealth Partners, Ltd.
N/A—641-641-100%$18.8K———
Smartleaf Asset Management LLC
N/A—590-590-100%$17.3K———
JPMorgan Chase & Co
N/A—20-20-100%$586———
Showing 175 of 175 institutions