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Sabine Royalty Trust (SBR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Americana Partners, LLC
UNCHANGED
Shares295,755 from 295,755
Change0 (0%)
Value$20.5M (-$1.2M)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares184,655 from 180,835
Change+3,820 (+2%)
Value$13.1M (-$152.5K)
Filed 2026-11-04
King Luther Capital Management Corp
UNCHANGED
Shares143,555 from 143,555
Change0 (0%)
Value$9.9M (-$581.4K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares84,383 from 75,578
Change+8,805 (+12%)
Value$5.8M (+$302.8K)
Filed 2026-11-03
CWA Asset Management Group, LLC
DECREASED
Shares62,876 from 70,788
Change-7,912 (-11%)
Value$4.3M (-$833.9K)
Filed 2026-10-19
Howard Financial Services, Ltd.
DECREASED
Shares62,217 from 68,187
Change-5,970 (-9%)
Value$4.3M (-$688.9K)
Filed 2026-10-15
Moody National Bank Trust Division
UNCHANGED
Shares31,896 from 31,896
Change0 (0%)
Value$2.2M (-$129.2K)
Filed 2026-10-06
Commonwealth Equity Services, LLC
INCREASED
Shares28,365 from 28,320
Change+45 (+0%)
Value$2.0M (-$111.6K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares26,696 from 22,321
Change+4,375 (+20%)
Value$1.8M (+$215.2K)
Filed 2026-11-06
Chilton Capital Management LLC
DECREASED
Shares26,212 from 27,698
Change-1,486 (-5%)
Value$1.8M (-$214.9K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares23,857 from 28,276
Change-4,419 (-16%)
Value$1.6M (-$420.1K)
Filed 2026-11-06
Mraz, Amerine & Associates, Inc.
DECREASED
Shares23,165 from 23,325
Change-160 (-1%)
Value$1.6M (-$105.5K)
Filed 2026-10-30
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares23,100 from 23,100
Change0 (0%)
Value$1.6M (-$93.6K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares22,154 from 25,055
Change-2,901 (-12%)
Value$1.5M (-$302.1K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
DECREASED
Shares21,344 from 22,951
Change-1,607 (-7%)
Value$1.5M (-$204.1K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares14,796 from 14,846
Change-50 (0%)
Value$1.0M (-$63.6K)
Filed 2026-10-16
Moors & Cabot, Inc.
DECREASED
Shares14,497 from 14,596
Change-99 (-1%)
Value$1.0M (-$66.0K)
Filed 2026-11-06
Mcdaniel Terry & Co
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$968.1K (-$56.7K)
Filed 2026-11-05
Sendero Wealth Management, LLC
UNCHANGED
Shares12,927 from 12,927
Change0 (0%)
Value$893.9K (-$52.4K)
Filed 2026-10-14
Rahlfs Capital, LLC
UNCHANGED
Shares11,985 from 11,985
Change0 (0%)
Value$828.8K (-$48.5K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares11,377 from 11,154
Change+223 (+2%)
Value$786.7K (-$29.7K)
Filed 2026-10-13
Capital Investment Advisors, LLC
UNCHANGED
Shares11,041 from 11,041
Change0 (0%)
Value$763.5K (-$44.7K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$733.0K (-$42.9K)
Filed 2026-10-16
DWR Wealth Management, LLC
UNCHANGED
Shares10,466 from 10,466
Change0 (0%)
Value$733.8K (-$26.6K)
Filed 2026-10-13
Franklin Street Advisors Inc
UNCHANGED
Shares10,081 from 10,081
Change0 (0%)
Value$697.1K (-$40.8K)
Filed 2026-10-13
Burford Brothers, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$691.5K (-$40.5K)
Filed 2026-10-21
M.E. Allison & Co., Inc.
INCREASED
Shares9,040 from 9,030
Change+10 (+0%)
Value$625.1K (-$35.9K)
Filed 2026-10-09
Verdence Capital Advisors LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$553.2K (-$32.4K)
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares7,427 from 10
Change+7,417 (+74170%)
Value$513.6K (+$512.8K)
Filed 2026-11-06
Carnegie Investment Counsel
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$504.8K (-$29.6K)
Filed 2026-10-20
Private Trust Co NA
DECREASED
Shares6,600 from 6,800
Change-200 (-3%)
Value$456.4K (-$41.4K)
Filed 2026-10-20
1900 Wealth Management LLC
UNCHANGED
Shares6,130 from 6,130
Change0 (0%)
Value$423.9K (-$24.8K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares5,779 from 5,756
Change+23 (+0%)
Value$399.6K (-$21.7K)
Filed 2026-11-02
State of Wyoming
DECREASED
Shares5,723 from 7,392
Change-1,669 (-23%)
Value$395.7K (-$145.3K)
Filed 2026-10-28
Beacon Financial Group
UNCHANGED
Shares5,255 from 5,255
Change0 (0%)
Value$363.4K (-$21.3K)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares4,535 from 4,751
Change-216 (-5%)
Value$313.6K (-$34.2K)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares4,233 from 4,211
Change+22 (+1%)
Value$292.7K (-$15.5K)
Filed 2026-10-08
Hamel Associates, Inc.
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$283.5K (-$16.6K)
Filed 2026-11-06
Islay Capital Management, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$242.0K (-$14.2K)
Filed 2026-10-20
Rhodes Investment Advisors Inc
UNCHANGED
Shares3,497 from 3,497
Change0 (0%)
Value$241.8K (-$14.2K)
Filed 2026-10-07
Ackerman Capital Advisors, LLC
UNCHANGED
Shares3,417 from 3,417
Change0 (0%)
Value$236.3K (-$13.8K)
Filed 2026-10-30
Fifth Third Bancorp
UNCHANGED
Shares1,613 from 1,613
Change0 (0%)
Value$111.5K (-$6.5K)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares1,500 from 3,000
Change-1,500 (-50%)
Value$103.7K (-$115.9K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$103.7K (-$6.1K)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$99.4K (-$5.8K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares1,340 from 1,314
Change+26 (+2%)
Value$92.7K (-$3.5K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares1,250 from 1,000
Change+250 (+25%)
Value$86.4K (+$13.2K)
Filed 2026-11-05
Citizens National Bank Trust Department
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$69.2K (-$4.1K)
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$69.2K (-$4.1K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares971 from 912
Change+59 (+6%)
Value$67.1K (+$388)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares742
Change+742
Value$51.3K
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$41.5K (-$2.4K)
Filed 2026-10-16
Madden Securities Corp
NEW
Shares500
Change+500
Value$34.6K
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$33.4K (-$2.0K)
Filed 2026-10-07
Olistico Wealth, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$29.5K (-$1.7K)
Filed 2026-10-05
Allworth Financial LP
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$28.3K ($0)
Filed 2026-11-06
Fortitude Family Office, LLC
NEW
Shares156
Change+156
Value$10.8K
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares143 from 120
Change+23 (+19%)
Value$9.9K (+$1.1K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
INCREASED
Shares119 from 116
Change+3 (+3%)
Value$8.2K (-$320)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares58 from 75
Change-17 (-23%)
Value$4.0K (-$1.5K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares55
Change+55
Value$3.8K
Filed 2026-11-03
UMB Bank, n.a.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3.1K (-$182)
Filed 2026-11-06
TD Private Client Wealth LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.5K (-$146)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares35
Change+35
Value$2.4K
Filed 2026-11-02
Mather Group, Llc.
NEW
Shares30
Change+30
Value$2.1K
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.9K (-$33)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$899 (-$53)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares11
Change+11
Value$735
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares3 from 787
Change-784 (-100%)
Value$207 (-$57.4K)
Filed 2026-11-04
AMG National Trust Bank
CLOSED
Shares0 from 12,680
Change-12,680 (-100%)
Value$0 (-$928.2K)
Filed 2026-11-05
HUB Investment Partners, LLC
CLOSED
Shares0 from 4,696
Change-4,696 (-100%)
Value$0 (-$343.8K)
Filed 2026-11-03
Artesa Financial Group, LLC
CLOSED
Shares0 from 2,847
Change-2,847 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-29
BankPlus Trust Department
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$99.6K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$73)
Filed 2026-10-16
Decker Retirement Planning Inc.
UNCHANGED
Shares0 from 0
Change0
Value$24 (-$1)
Filed 2026-10-19
Beacon Pointe Advisors, LLC
N/A
Shares— from 252,353
Change-252,353 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 111,796
Change-111,796 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 87,436
Change-87,436 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 81,346
Change-81,346 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 66,454
Change-66,454 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 48,207
Change-48,207 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 38,259
Change-38,259 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 32,614
Change-32,614 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 31,020
Change-31,020 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 26,637
Change-26,637 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 26,624
Change-26,624 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,276
Change-23,276 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 23,129
Change-23,129 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 22,367
Change-22,367 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 21,825
Change-21,825 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 21,552
Change-21,552 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 19,752
Change-19,752 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 18,977
Change-18,977 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 17,718
Change-17,718 (-100%)
Value—
UBS Group AG
N/A
Shares— from 16,980
Change-16,980 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 16,049
Change-16,049 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 16,049
Change-16,049 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,423
Change-15,423 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,134
Change-15,134 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 12,271
Change-12,271 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 11,980
Change-11,980 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
Motco
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,814
Change-10,814 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,872
Change-9,872 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 8,497
Change-8,497 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,231
Change-8,231 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
State Street Corp
N/A
Shares— from 6,404
Change-6,404 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 4,533
Change-4,533 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 836
Change-836 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 228
Change-228 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 226
Change-226 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 150
Change-150 (-100%)
Value—
FMR LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 85
Change-85 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Americana Partners, LLC
UNCHANGED295,755295,75500%$21.6M$20.5M-$1.2M2026-10-28
Prospera Financial Services Inc
INCREASED184,655180,835+3,820+2%$13.2M$13.1M-$152.5K2026-11-04
King Luther Capital Management Corp
UNCHANGED143,555143,55500%$10.5M$9.9M-$581.4K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED84,38375,578+8,805+12%$5.5M$5.8M+$302.8K2026-11-03
CWA Asset Management Group, LLC
DECREASED62,87670,788-7,912-11%$5.2M$4.3M-$833.9K2026-10-19
Howard Financial Services, Ltd.
DECREASED62,21768,187-5,970-9%$5.0M$4.3M-$688.9K2026-10-15
Moody National Bank Trust Division
UNCHANGED31,89631,89600%$2.3M$2.2M-$129.2K2026-10-06
Commonwealth Equity Services, LLC
INCREASED28,36528,320+45+0%$2.1M$2.0M-$111.6K2026-11-02
Savant Capital, LLC
INCREASED26,69622,321+4,375+20%$1.6M$1.8M+$215.2K2026-11-06
Chilton Capital Management LLC
DECREASED26,21227,698-1,486-5%$2.0M$1.8M-$214.9K2026-10-28
LPL Financial LLC
DECREASED23,85728,276-4,419-16%$2.1M$1.6M-$420.1K2026-11-06
Mraz, Amerine & Associates, Inc.
DECREASED23,16523,325-160-1%$1.7M$1.6M-$105.5K2026-10-30
Greenfield Seitz Capital Management, LLC
UNCHANGED23,10023,10000%$1.7M$1.6M-$93.6K2026-10-29
Blue Trust, Inc.
DECREASED22,15425,055-2,901-12%$1.8M$1.5M-$302.1K2026-10-15
Concurrent Investment Advisors, LLC
DECREASED21,34422,951-1,607-7%$1.7M$1.5M-$204.1K2026-10-16
PFG Advisors
DECREASED14,79614,846-500%$1.1M$1.0M-$63.6K2026-10-16
Moors & Cabot, Inc.
DECREASED14,49714,596-99-1%$1.1M$1.0M-$66.0K2026-11-06
Mcdaniel Terry & Co
UNCHANGED14,00014,00000%$1.0M$968.1K-$56.7K2026-11-05
Sendero Wealth Management, LLC
UNCHANGED12,92712,92700%$946.3K$893.9K-$52.4K2026-10-14
Rahlfs Capital, LLC
UNCHANGED11,98511,98500%$877.3K$828.8K-$48.5K2026-10-23
Independent Financial Group, LLC
INCREASED11,37711,154+223+2%$816.4K$786.7K-$29.7K2026-10-13
Capital Investment Advisors, LLC
UNCHANGED11,04111,04100%$808.2K$763.5K-$44.7K2026-10-22
Robertson Stephens Wealth Management, LLC
UNCHANGED10,60010,60000%$775.9K$733.0K-$42.9K2026-10-16
DWR Wealth Management, LLC
UNCHANGED10,46610,46600%$760.4K$733.8K-$26.6K2026-10-13
Franklin Street Advisors Inc
UNCHANGED10,08110,08100%$737.9K$697.1K-$40.8K2026-10-13
Burford Brothers, Inc.
UNCHANGED10,00010,00000%$732.0K$691.5K-$40.5K2026-10-21
M.E. Allison & Co., Inc.
INCREASED9,0409,030+10+0%$661.0K$625.1K-$35.9K2026-10-09
Verdence Capital Advisors LLC
UNCHANGED8,0008,00000%$585.6K$553.2K-$32.4K2026-10-26
Russell Investments Group, Ltd.
INCREASED7,42710+7,417+74170%$732$513.6K+$512.8K2026-11-06
Carnegie Investment Counsel
UNCHANGED7,3007,30000%$534.4K$504.8K-$29.6K2026-10-20
Private Trust Co NA
DECREASED6,6006,800-200-3%$497.8K$456.4K-$41.4K2026-10-20
1900 Wealth Management LLC
UNCHANGED6,1306,13000%$448.7K$423.9K-$24.8K2026-10-13
Creative Planning
INCREASED5,7795,756+23+0%$421.3K$399.6K-$21.7K2026-11-02
State of Wyoming
DECREASED5,7237,392-1,669-23%$541.1K$395.7K-$145.3K2026-10-28
Beacon Financial Group
UNCHANGED5,2555,25500%$384.6K$363.4K-$21.3K2026-10-19
Kestra Advisory Services, LLC
DECREASED4,5354,751-216-5%$347.8K$313.6K-$34.2K2026-11-02
Titleist Asset Management, LLC
INCREASED4,2334,211+22+1%$308.3K$292.7K-$15.5K2026-10-08
Hamel Associates, Inc.
UNCHANGED4,1004,10000%$300.1K$283.5K-$16.6K2026-11-06
Islay Capital Management, LLC
UNCHANGED3,5003,50000%$256.2K$242.0K-$14.2K2026-10-20
Rhodes Investment Advisors Inc
UNCHANGED3,4973,49700%$256.0K$241.8K-$14.2K2026-10-07
Ackerman Capital Advisors, LLC
UNCHANGED3,4173,41700%$250.1K$236.3K-$13.8K2026-10-30
Fifth Third Bancorp
UNCHANGED1,6131,61300%$118.1K$111.5K-$6.5K2026-11-05
Bokf, NA
DECREASED1,5003,000-1,500-50%$219.6K$103.7K-$115.9K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED1,5001,50000%$109.8K$103.7K-$6.1K2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,4371,43700%$105.2K$99.4K-$5.8K2026-10-23
PNC Financial Services Group, Inc.
INCREASED1,3401,314+26+2%$96.2K$92.7K-$3.5K2026-11-06
US Bancorp \de\
INCREASED1,2501,000+250+25%$73.2K$86.4K+$13.2K2026-11-05
Citizens National Bank Trust Department
UNCHANGED1,0001,00000%$73.2K$69.2K-$4.1K2026-11-04
Quaker Wealth Management, LLC
UNCHANGED1,0001,00000%$73.2K$69.2K-$4.1K2026-10-22
Farther Finance Advisors, LLC
INCREASED971912+59+6%$66.7K$67.1K+$3882026-10-08
Rossby Financial, LCC
NEW742—+742——$51.3K—2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED60060000%$43.9K$41.5K-$2.4K2026-10-16
Madden Securities Corp
NEW500—+500——$34.6K—2026-10-27
American National Bank & Trust
UNCHANGED48348300%$35.4K$33.4K-$2.0K2026-10-07
Olistico Wealth, LLC
UNCHANGED42742700%$31.3K$29.5K-$1.7K2026-10-05
Allworth Financial LP
UNCHANGED38638600%$28.3K$28.3K$02026-11-06
Fortitude Family Office, LLC
NEW156—+156——$10.8K—2026-10-14
Parallel Advisors, LLC
INCREASED143120+23+19%$8.8K$9.9K+$1.1K2026-11-03
Dhjj Financial Advisors, Ltd.
INCREASED119116+3+3%$8.5K$8.2K-$3202026-10-23
EverSource Wealth Advisors, LLC
DECREASED5875-17-23%$5.5K$4.0K-$1.5K2026-11-04
Ascentis Independent Advisors
NEW55—+55——$3.8K—2026-11-03
UMB Bank, n.a.
UNCHANGED454500%$3.3K$3.1K-$1822026-11-06
TD Private Client Wealth LLC
UNCHANGED363600%$2.6K$2.5K-$1462026-10-28
Heritage Family Offices, LLP
NEW35—+35——$2.4K—2026-11-02
Mather Group, Llc.
NEW30—+30——$2.1K—2026-10-14
Mosley Wealth Management
UNCHANGED262600%$1.9K$1.9K-$332026-10-16
Assetmark, Inc
UNCHANGED131300%$952$899-$532026-10-21
Birch Financial Group, LLC
NEW11—+11——$735—2026-10-27
Citigroup Inc
DECREASED3787-784-100%$57.6K$207-$57.4K2026-11-04
AMG National Trust Bank
CLOSED012,680-12,680-100%$928.2K$0-$928.2K2026-11-05
HUB Investment Partners, LLC
CLOSED04,696-4,696-100%$343.8K$0-$343.8K2026-11-03
Artesa Financial Group, LLC
CLOSED02,847-2,847-100%$208.4K$0-$208.4K2026-10-29
BankPlus Trust Department
CLOSED01,360-1,360-100%$99.6K$0-$99.6K2026-11-06
TD Waterhouse Canada Inc.
CLOSED01-1-100%$73$0-$732026-10-16
Decker Retirement Planning Inc.
UNCHANGED000—$25$24-$12026-10-19
Beacon Pointe Advisors, LLC
N/A—252,353-252,353-100%$18.5M———
Horizon Kinetics Asset Management LLC
N/A—111,796-111,796-100%$8.2M———
Two Sigma Investments, LP
N/A—87,436-87,436-100%$6.4M———
Fayez Sarofim & Co
N/A—81,346-81,346-100%$6.0M———
Morgan Stanley
N/A—66,454-66,454-100%$4.9M———
Uniplan Investment Counsel, Inc.
N/A—48,207-48,207-100%$3.5M———
Citadel Advisors LLC
N/A—38,259-38,259-100%$2.8M———
SCS Capital Management LLC
N/A—32,614-32,614-100%$2.4M———
Capital Analysts, LLC
N/A—31,020-31,020-100%$2.3M———
Bank of America Corp
N/A—26,637-26,637-100%$1.9M———
Significant Wealth Partners LLC
N/A—26,624-26,624-100%$1.9M———
HRT Financial LP
N/A—23,276-23,276-100%$1.7M———
Peapack Gladstone Financial Corp
N/A—23,129-23,129-100%$1.7M———
Qube Research & Technologies Ltd
N/A—22,367-22,367-100%$1.6M———
Clare Market Investments LLC
N/A—21,825-21,825-100%$1.6M———
BWM Planning, LLC
N/A—21,552-21,552-100%$1.6M———
VeraBank, N.A.
N/A—19,752-19,752-100%$1.4M———
Nuveen, LLC
N/A—18,977-18,977-100%$1.4M———
Lazard Asset Management LLC
N/A—17,718-17,718-100%$1.3M———
UBS Group AG
N/A—16,980-16,980-100%$1.2M———
49 Wealth Management, LLC
N/A—16,049-16,049-100%$1.2M———
Alongside, LLC
N/A—16,049-16,049-100%$1.2M———
Stifel Financial Corp
N/A—15,423-15,423-100%$1.1M———
Mercer Global Advisors Inc
N/A—15,134-15,134-100%$1.1M———
Raymond James Financial Inc
N/A—14,171-14,171-100%$1.0M———
Marshall Wace, LLP
N/A—12,271-12,271-100%$898.2K———
Westwood Holdings Group Inc
N/A—11,980-11,980-100%$876.9K———
Cetera Investment Advisers
N/A—11,824-11,824-100%$865.5K———
Osaic Holdings, Inc.
N/A—11,669-11,669-100%$854.3K———
Motco
N/A—11,600-11,600-100%$849.1K———
Arrowstreet Capital, Limited Partnership
N/A—11,212-11,212-100%$820.7K———
Envestnet Asset Management Inc
N/A—10,905-10,905-100%$798.2K———
Advisory Services Network, LLC
N/A—10,814-10,814-100%$791.6K———
XTX Topco Ltd
N/A—9,872-9,872-100%$722.6K———
Essex Financial Services, Inc.
N/A—9,256-9,256-100%$677.6K———
BlackRock, Inc.
N/A—8,890-8,890-100%$650.7K———
Summit Trail Advisors, LLC
N/A—8,500-8,500-100%$622.2K———
Fielder Capital Group LLC
N/A—8,497-8,497-100%$622.0K———
Jane Street Group, LLC
N/A—8,231-8,231-100%$602.5K———
Canada Pension Plan Investment Board
N/A—8,000-8,000-100%$585.6K———
Brown Advisory Inc
N/A—7,600-7,600-100%$556.3K———
State Street Corp
N/A—6,404-6,404-100%$468.8K———
RWA Wealth Partners, LLC
N/A—6,383-6,383-100%$467.2K———
Holderness Investments Co
N/A—6,000-6,000-100%$439.2K———
Quadrature Capital Ltd
N/A—5,681-5,681-100%$415.8K———
Custos Family Office, LLC
N/A—5,564-5,564-100%$407.3K———
Tyche Wealth Partners LLC
N/A—5,269-5,269-100%$385.7K———
Hilltop Holdings Inc.
N/A—4,982-4,982-100%$364.7K———
Wells Fargo & Company
N/A—4,678-4,678-100%$342.5K———
HighTower Advisors, LLC
N/A—4,618-4,618-100%$338.0K———
Chilton Investment Co Inc.
N/A—4,533-4,533-100%$331.8K———
Argent Trust Co
N/A—4,493-4,493-100%$328.9K———
Ameriprise Financial Inc
N/A—4,234-4,234-100%$309.9K———
Oxbow Advisors, LLC
N/A—3,768-3,768-100%$275.8K———
State of Tennessee, Department of Treasury
N/A—3,674-3,674-100%$268.9K———
Pathstone Holdings, LLC
N/A—3,617-3,617-100%$264.8K———
Royal Bank of Canada
N/A—3,561-3,561-100%$261.0K———
Pinnacle Financial Partners, Inc.
N/A—3,506-3,506-100%$256.6K———
Captrust Financial Advisors
N/A—3,387-3,387-100%$247.9K———
Mariner, LLC
N/A—3,308-3,308-100%$242.1K———
Focus Partners Advisor Solutions, LLC
N/A—3,058-3,058-100%$223.9K———
Geneos Wealth Management Inc.
N/A—1,777-1,777-100%$130.1K———
BNP Paribas Financial Markets
N/A—1,393-1,393-100%$102.0K———
JPMorgan Chase & Co
N/A—1,329-1,329-100%$96.6K———
NewEdge Advisors, LLC
N/A—1,040-1,040-100%$76.1K———
SHP Wealth Management
N/A—836-836-100%$61.2K———
Huntington National Bank
N/A—500-500-100%$36.6K———
BOK Financial Private Wealth, Inc.
N/A—425-425-100%$31.1K———
WealthCollab, LLC
N/A—413-413-100%$30.2K———
Jones Financial Companies Lllp
N/A—300-300-100%$22.0K———
Rockefeller Capital Management L.P.
N/A—228-228-100%$16.7K———
PlanVest Financial, Inc
N/A—226-226-100%$16.5K———
Caldwell Sutter Capital, Inc.
N/A—200-200-100%$14.6K———
Steward Partners Investment Advisory, LLC
N/A—200-200-100%$14.6K———
Federation des caisses Desjardins du Quebec
N/A—150-150-100%$11.0K———
FMR LLC
N/A—97-97-100%$7.1K———
Northwestern Mutual Wealth Management Co
N/A—85-85-100%$6.2K———
Global Retirement Partners, LLC
N/A—53-53-100%$3.9K———
Aventura Private Wealth, LLC
N/A—34-34-100%$2.5K———
Arax Advisory Partners
N/A—2-2-100%$146———
Showing 155 of 155 institutions