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Schwab Fndmntl US BRD MR ETF (FNDB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AlphaCore Capital LLC
DECREASED
Shares1,168,967 from 1,202,429
Change-33,462 (-3%)
Value$35.8M (-$843.9K)
Filed 2026-11-04
Financial Consulate, Inc
DECREASED
Shares1,074,915 from 1,078,457
Change-3,542 (0%)
Value$32.9M (+$53.3K)
Filed 2026-10-23
Sound Stewardship, LLC
INCREASED
Shares661,748 from 649,548
Change+12,200 (+2%)
Value$20.3M (+$470.9K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares634,590 from 611,731
Change+22,859 (+4%)
Value$19.4K (-$18.6M)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares274,441 from 264,893
Change+9,548 (+4%)
Value$8.4M (+$332.0K)
Filed 2026-10-23
Family Capital Management, Inc.
INCREASED
Shares249,292 from 239,818
Change+9,474 (+4%)
Value$7.6M (+$326.0K)
Filed 2026-11-03
Kaizen Financial Strategies
INCREASED
Shares244,801 from 199,338
Change+45,463 (+23%)
Value$7.5M (+$1.4M)
Filed 2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares174,293 from 175,050
Change-757 (0%)
Value$5.3M (+$3.1K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares168,603 from 166,973
Change+1,630 (+1%)
Value$5.2M (+$74.9K)
Filed 2026-11-05
Northwest Financial Advisors
NEW
Shares146,222
Change+146,222
Value$4.5M
Filed 2026-10-27
Mezzasalma Advisors, LLC
DECREASED
Shares141,445 from 145,668
Change-4,223 (-3%)
Value$4.1M (-$110.0K)
Filed 2026-10-14
Essential Partners LLC
INCREASED
Shares137,808 from 136,205
Change+1,603 (+1%)
Value$4.2M (+$69.5K)
Filed 2026-10-14
Channel Wealth LLC
INCREASED
Shares134,816 from 37,682
Change+97,134 (+258%)
Value$4.1M (+$3.0M)
Filed 2026-11-06
James Investment Research, Inc.
INCREASED
Shares130,709 from 128,589
Change+2,120 (+2%)
Value$4.0M (+$84.2K)
Filed 2026-10-22
Guardian Financial Partners, LLC
DECREASED
Shares120,595 from 126,188
Change-5,593 (-4%)
Value$3.7M (-$152.3K)
Filed 2026-11-04
Resonant Capital Advisors, LLC
INCREASED
Shares116,773 from 116,763
Change+10 (+0%)
Value$3.6M (+$17.8K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares112,358 from 29,929
Change+82,429 (+275%)
Value$3.6M (+$2.7M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares109,858 from 104,739
Change+5,119 (+5%)
Value$3.4M (+$172.4K)
Filed 2026-11-06
Carnegie Investment Counsel
INCREASED
Shares103,359 from 42,559
Change+60,800 (+143%)
Value$3.2M (+$1.9M)
Filed 2026-10-20
Centurion Wealth Management LLC
DECREASED
Shares94,784 from 95,380
Change-596 (-1%)
Value$2.9M (-$3.9K)
Filed 2026-10-13
Santori & Peters, Inc.
NEW
Shares94,538
Change+94,538
Value$2.9M
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares81,449 from 4,045
Change+77,404 (+1914%)
Value$2.5M (+$2.4M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares77,357 from 76,246
Change+1,111 (+1%)
Value$2.4M (+$45.4K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares75,785 from 67,630
Change+8,155 (+12%)
Value$2.3M (+$259.8K)
Filed 2026-11-06
Foster Group, Inc.
INCREASED
Shares75,624 from 75,342
Change+282 (+0%)
Value$2.3M (+$19.9K)
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares73,043 from 80,830
Change-7,787 (-10%)
Value$2.2M (-$226.3K)
Filed 2026-11-06
Yoder Wealth Management, Inc.
UNCHANGED
Shares72,592 from 72,592
Change0 (0%)
Value$2.2M (+$10.9K)
Filed 2026-10-13
Townsend Asset Management Corp
INCREASED
Shares69,097 from 69,025
Change+72 (+0%)
Value$2.1M (+$12.6K)
Filed 2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED
Shares67,561 from 67,258
Change+303 (+0%)
Value$2.1M (+$19.4K)
Filed 2026-10-30
Founders Financial Securities LLC
DECREASED
Shares62,197 from 63,765
Change-1,568 (-2%)
Value$1.9M (-$38.4K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
INCREASED
Shares61,681 from 61,133
Change+548 (+1%)
Value$1.9M (+$26.0K)
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares54,100 from 36,876
Change+17,224 (+47%)
Value$1.7M (+$524.1K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares53,564 from 51,538
Change+2,026 (+4%)
Value$1.7M (+$87.4K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares52,084 from 47,647
Change+4,437 (+9%)
Value$1.6M (+$142.9K)
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares51,733 from 47,675
Change+4,058 (+9%)
Value$1.6M (+$131.4K)
Filed 2026-10-22
Values Added Financial LLC
DECREASED
Shares49,003 from 49,678
Change-675 (-1%)
Value$1.5M (-$13.2K)
Filed 2026-10-28
Quadrant Capital Group LLC
UNCHANGED
Shares43,944 from 43,944
Change0 (0%)
Value$1.4M (+$43.5K)
Filed 2026-10-20
HB Wealth Management, LLC
UNCHANGED
Shares39,819 from 39,819
Change0 (0%)
Value$1.2M (+$6.0K)
Filed 2026-10-23
GSG Advisors LLC
INCREASED
Shares39,359 from 39,253
Change+106 (+0%)
Value$1.2M (+$9.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares38,619 from 27,227
Change+11,392 (+42%)
Value$1.2M (+$352.8K)
Filed 2026-10-08
Vanguard Capital Wealth Advisors
INCREASED
Shares30,012 from 28,910
Change+1,102 (+4%)
Value$918.7K (+$38.1K)
Filed 2026-10-16
Milestone Investment Advisors LLC
DECREASED
Shares29,703 from 30,303
Change-600 (-2%)
Value$909.2K (-$13.8K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED
Shares29,199 from 29,189
Change+10 (+0%)
Value$893.8K (+$4.7K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
UNCHANGED
Shares22,938 from 22,938
Change0 (0%)
Value$726.5K (+$23.4K)
Filed 2026-10-27
Mather Group, Llc.
DECREASED
Shares22,332 from 22,692
Change-360 (-2%)
Value$683.6K (-$7.6K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
INCREASED
Shares20,775 from 20,713
Change+62 (+0%)
Value$635.9K (+$5.0K)
Filed 2026-11-06
Elevation Wealth Partners, LLC
DECREASED
Shares20,170 from 21,809
Change-1,639 (-8%)
Value$617.4K (-$46.9K)
Filed 2026-10-07
LexAurum Advisors, LLC
INCREASED
Shares19,297 from 18,487
Change+810 (+4%)
Value$590.7K (+$27.6K)
Filed 2026-10-19
BFI Wealth Solutions, LLC
INCREASED
Shares19,273 from 19,164
Change+109 (+1%)
Value$590.0K (+$6.2K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares18,772 from 18,787
Change-15 (0%)
Value$574.6K (+$2.4K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
INCREASED
Shares18,676 from 18,607
Change+69 (+0%)
Value$571.7K (+$4.9K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares17,579 from 17,579
Change0 (0%)
Value$538.1K (+$2.6K)
Filed 2026-10-30
Total Investment Management Inc
INCREASED
Shares16,165 from 16,112
Change+53 (+0%)
Value$494.8K (-$4.5K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares14,580 from 14,580
Change0 (0%)
Value$446.3K (+$2.2K)
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares14,292
Change+14,292
Value$454
Filed 2026-11-03
Diversified Trust Co
UNCHANGED
Shares13,440 from 13,440
Change0 (0%)
Value$411.4K (+$2.0K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares11,688 from 11,868
Change-180 (-2%)
Value$357.8K (-$3.7K)
Filed 2026-11-02
Sage Financial Management Group, Inc.
UNCHANGED
Shares10,605 from 10,605
Change0 (0%)
Value$324.6K (+$1.6K)
Filed 2026-11-06
Perigon Wealth Management, LLC
UNCHANGED
Shares10,373 from 10,373
Change0 (0%)
Value$317.5K (+$1.6K)
Filed 2026-10-22
NBT Bank, N.A.
DECREASED
Shares10,334 from 11,080
Change-746 (-7%)
Value$316.3K (-$21.2K)
Filed 2026-10-21
Winthrop Advisory Group LLC
INCREASED
Shares9,442 from 9,395
Change+47 (+1%)
Value$289.0K (+$2.9K)
Filed 2026-10-22
Arlington Financial Advisors, LLC
NEW
Shares9,308
Change+9,308
Value$284.9K
Filed 2026-10-19
Breakwater Investment Management
UNCHANGED
Shares8,943 from 8,943
Change0 (0%)
Value$273.7K (+$1.3K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares8,580 from 8,563
Change+17 (+0%)
Value$262.7K (+$1.8K)
Filed 2026-11-04
Wedmont Private Capital
UNCHANGED
Shares8,150 from 8,150
Change0 (0%)
Value$254.1K (+$3.8K)
Filed 2026-10-09
TruNorth Capital Management, LLC
UNCHANGED
Shares8,148 from 8,148
Change0 (0%)
Value$249.4K (+$1.2K)
Filed 2026-10-14
Focus Financial Network, Inc.
UNCHANGED
Shares7,750 from 7,750
Change0 (0%)
Value$237.2K (+$1.2K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares7,572 from 7,555
Change+17 (+0%)
Value$237.7K (+$7.6K)
Filed 2026-10-15
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares7,530 from 7,530
Change0 (0%)
Value$230.5K (+$1.1K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
INCREASED
Shares7,048 from 7,022
Change+26 (+0%)
Value$215.7K (+$1.9K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares6,969 from 6,969
Change0 (0%)
Value$213.3K (+$1.0K)
Filed 2026-10-16
Hubbell Strickland Wealth Management, LLC
UNCHANGED
Shares6,948 from 6,948
Change0 (0%)
Value$212.7K (+$1.0K)
Filed 2026-10-29
Cabot Wealth Management Inc
UNCHANGED
Shares6,653 from 6,653
Change0 (0%)
Value$203.6K (+$998)
Filed 2026-11-05
S.A. Mason LLC
INCREASED
Shares6,559 from 6,558
Change+1 (+0%)
Value$200.8K (+$1.0K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares6,216 from 6,231
Change-15 (0%)
Value$190.3K (+$484)
Filed 2026-11-06
Valley National Advisers Inc
INCREASED
Shares6,212 from 6,210
Change+2 (+0%)
Value$190.2K (+$1.0K)
Filed 2026-10-23
Parkside Financial Bank & Trust
DECREASED
Shares4,527 from 4,822
Change-295 (-6%)
Value$138.6K (-$8.3K)
Filed 2026-10-27
Morling Financial Advisors, LLC
NEW
Shares3,954
Change+3,954
Value$121.0K
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$99.0K (+$485)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares3,029 from 3,023
Change+6 (+0%)
Value$92.7K (+$627)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares2,584 from 2,584
Change0 (0%)
Value$78.7K ($0)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares2,316 from 2,234
Change+82 (+4%)
Value$70.9K (+$2.9K)
Filed 2026-10-23
Eukles Asset Management
NEW
Shares2,250
Change+2,250
Value$68.9K
Filed 2026-11-04
Ashton Thomas Securities, LLC
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$47.8K (+$234)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$43.3K (+$213)
Filed 2026-10-08
Piscataqua Savings Bank
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$35.4K (+$185)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares1,068 from 1,131
Change-63 (-6%)
Value$32.7K (-$1.8K)
Filed 2026-10-13
Blume Capital Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$30.6K (+$150)
Filed 2026-10-26
Tower View Wealth Management LLC
INCREASED
Shares910 from 907
Change+3 (+0%)
Value$27.9K (+$240)
Filed 2026-10-23
Coston, McIsaac & Partners
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$17.2K (+$172)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$14.2K (+$69)
Filed 2026-10-02
Pflug Koory, LLC
DECREASED
Shares456 from 529
Change-73 (-14%)
Value$14.0K (-$2.2K)
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$13.2K (+$65)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$8.7K (+$43)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares275
Change+275
Value$8.4K
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares264 from 376
Change-112 (-30%)
Value$8.1K (-$3.4K)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$7.1K (+$35)
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
INCREASED
Shares187 from 139
Change+48 (+35%)
Value$5.7K (+$1.5K)
Filed 2026-10-19
Citigroup Inc
NEW
Shares3
Change+3
Value$92
Filed 2026-11-04
Mission Wealth Management, LP
CLOSED
Shares0 from 14,104
Change-14,104 (-100%)
Value$0 (-$429.6K)
Filed 2026-10-15
Kendall Capital Management
CLOSED
Shares0 from 7,683
Change-7,683 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-23
Russell Investments Group, Ltd.
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-06
EP Wealth Advisors, LLC
N/A
Shares— from 739,826
Change-739,826 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 548,150
Change-548,150 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 477,418
Change-477,418 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 434,811
Change-434,811 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 305,564
Change-305,564 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 296,599
Change-296,599 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 263,213
Change-263,213 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 217,288
Change-217,288 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 209,903
Change-209,903 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 194,869
Change-194,869 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 182,667
Change-182,667 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 117,083
Change-117,083 (-100%)
Value—
UBS Group AG
N/A
Shares— from 111,614
Change-111,614 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 106,892
Change-106,892 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 91,395
Change-91,395 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 88,708
Change-88,708 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 86,729
Change-86,729 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 81,440
Change-81,440 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 79,329
Change-79,329 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 66,851
Change-66,851 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 54,938
Change-54,938 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 51,171
Change-51,171 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 50,850
Change-50,850 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 46,151
Change-46,151 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 45,158
Change-45,158 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 44,066
Change-44,066 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 43,869
Change-43,869 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 41,472
Change-41,472 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,956
Change-38,956 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38,074
Change-38,074 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 32,605
Change-32,605 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 29,468
Change-29,468 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 28,621
Change-28,621 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 27,996
Change-27,996 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 27,761
Change-27,761 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,743
Change-26,743 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 24,872
Change-24,872 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,927
Change-20,927 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 20,047
Change-20,047 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,123
Change-19,123 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,270
Change-18,270 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 17,305
Change-17,305 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,274
Change-15,274 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 14,484
Change-14,484 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,480
Change-13,480 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,818
Change-12,818 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 11,564
Change-11,564 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 10,208
Change-10,208 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,843
Change-8,843 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,606
Change-8,606 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 600
Change-600 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 185
Change-185 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5
Change-5 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
AlphaCore Capital LLC
DECREASED1,168,9671,202,429-33,462-3%$36.6M$35.8M-$843.9K2026-11-04
Financial Consulate, Inc
DECREASED1,074,9151,078,457-3,5420%$32.8M$32.9M+$53.3K2026-10-23
Sound Stewardship, LLC
INCREASED661,748649,548+12,200+2%$19.8M$20.3M+$470.9K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED634,590611,731+22,859+4%$18.6M$19.4K-$18.6M2026-11-02
Sigma Planning Corp
INCREASED274,441264,893+9,548+4%$8.1M$8.4M+$332.0K2026-10-23
Family Capital Management, Inc.
INCREASED249,292239,818+9,474+4%$7.3M$7.6M+$326.0K2026-11-03
Kaizen Financial Strategies
INCREASED244,801199,338+45,463+23%$6.1M$7.5M+$1.4M2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED174,293175,050-7570%$5.3M$5.3M+$3.1K2026-10-29
Rossby Financial, LCC
INCREASED168,603166,973+1,630+1%$5.1M$5.2M+$74.9K2026-11-05
Northwest Financial Advisors
NEW146,222—+146,222——$4.5M—2026-10-27
Mezzasalma Advisors, LLC
DECREASED141,445145,668-4,223-3%$4.2M$4.1M-$110.0K2026-10-14
Essential Partners LLC
INCREASED137,808136,205+1,603+1%$4.1M$4.2M+$69.5K2026-10-14
Channel Wealth LLC
INCREASED134,81637,682+97,134+258%$1.1M$4.1M+$3.0M2026-11-06
James Investment Research, Inc.
INCREASED130,709128,589+2,120+2%$3.9M$4.0M+$84.2K2026-10-22
Guardian Financial Partners, LLC
DECREASED120,595126,188-5,593-4%$3.8M$3.7M-$152.3K2026-11-04
Resonant Capital Advisors, LLC
INCREASED116,773116,763+10+0%$3.6M$3.6M+$17.8K2026-10-15
Sovran Advisors, LLC
INCREASED112,35829,929+82,429+275%$931.6K$3.6M+$2.7M2026-11-02
LPL Financial LLC
INCREASED109,858104,739+5,119+5%$3.2M$3.4M+$172.4K2026-11-06
Carnegie Investment Counsel
INCREASED103,35942,559+60,800+143%$1.3M$3.2M+$1.9M2026-10-20
Centurion Wealth Management LLC
DECREASED94,78495,380-596-1%$2.9M$2.9M-$3.9K2026-10-13
Santori & Peters, Inc.
NEW94,538—+94,538——$2.9M—2026-10-26
Larson Financial Group LLC
INCREASED81,4494,045+77,404+1914%$123.2K$2.5M+$2.4M2026-11-05
Commonwealth Equity Services, LLC
INCREASED77,35776,246+1,111+1%$2.3M$2.4M+$45.4K2026-11-02
Valmark Advisers, Inc.
INCREASED75,78567,630+8,155+12%$2.1M$2.3M+$259.8K2026-11-06
Foster Group, Inc.
INCREASED75,62475,342+282+0%$2.3M$2.3M+$19.9K2026-10-13
Clearstead Advisors, LLC
DECREASED73,04380,830-7,787-10%$2.5M$2.2M-$226.3K2026-11-06
Yoder Wealth Management, Inc.
UNCHANGED72,59272,59200%$2.2M$2.2M+$10.9K2026-10-13
Townsend Asset Management Corp
INCREASED69,09769,025+72+0%$2.1M$2.1M+$12.6K2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED67,56167,258+303+0%$2.0M$2.1M+$19.4K2026-10-30
Founders Financial Securities LLC
DECREASED62,19763,765-1,568-2%$1.9M$1.9M-$38.4K2026-10-28
SeaCrest Wealth Management, LLC
INCREASED61,68161,133+548+1%$1.9M$1.9M+$26.0K2026-10-21
Savant Capital, LLC
INCREASED54,10036,876+17,224+47%$1.1M$1.7M+$524.1K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED53,56451,538+2,026+4%$1.6M$1.7M+$87.4K2026-10-13
Creative Planning
INCREASED52,08447,647+4,437+9%$1.5M$1.6M+$142.9K2026-11-02
BIP Wealth, LLC
INCREASED51,73347,675+4,058+9%$1.5M$1.6M+$131.4K2026-10-22
Values Added Financial LLC
DECREASED49,00349,678-675-1%$1.5M$1.5M-$13.2K2026-10-28
Quadrant Capital Group LLC
UNCHANGED43,94443,94400%$1.3M$1.4M+$43.5K2026-10-20
HB Wealth Management, LLC
UNCHANGED39,81939,81900%$1.2M$1.2M+$6.0K2026-10-23
GSG Advisors LLC
INCREASED39,35939,253+106+0%$1.2M$1.2M+$9.1K2026-11-03
Farther Finance Advisors, LLC
INCREASED38,61927,227+11,392+42%$829.3K$1.2M+$352.8K2026-10-08
Vanguard Capital Wealth Advisors
INCREASED30,01228,910+1,102+4%$880.6K$918.7K+$38.1K2026-10-16
Milestone Investment Advisors LLC
DECREASED29,70330,303-600-2%$923.0K$909.2K-$13.8K2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED29,19929,189+10+0%$889.1K$893.8K+$4.7K2026-10-26
Chicago Partners Investment Group LLC
UNCHANGED22,93822,93800%$703.1K$726.5K+$23.4K2026-10-27
Mather Group, Llc.
DECREASED22,33222,692-360-2%$691.2K$683.6K-$7.6K2026-10-14
Werba Rubin Papier Wealth Management
INCREASED20,77520,713+62+0%$630.9K$635.9K+$5.0K2026-11-06
Elevation Wealth Partners, LLC
DECREASED20,17021,809-1,639-8%$664.3K$617.4K-$46.9K2026-10-07
LexAurum Advisors, LLC
INCREASED19,29718,487+810+4%$563.1K$590.7K+$27.6K2026-10-19
BFI Wealth Solutions, LLC
INCREASED19,27319,164+109+1%$583.7K$590.0K+$6.2K2026-10-16
Retirement Planning Group, LLC
DECREASED18,77218,787-150%$572.3K$574.6K+$2.4K2026-10-19
Redhawk Wealth Advisors, Inc.
INCREASED18,67618,607+69+0%$566.8K$571.7K+$4.9K2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED17,57917,57900%$535.5K$538.1K+$2.6K2026-10-30
Total Investment Management Inc
INCREASED16,16516,112+53+0%$499.3K$494.8K-$4.5K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED14,58014,58000%$444.1K$446.3K+$2.2K2026-10-27
M Holdings Securities, Inc.
NEW14,292—+14,292——$454—2026-11-03
Diversified Trust Co
UNCHANGED13,44013,44000%$409.4K$411.4K+$2.0K2026-11-06
Kestra Advisory Services, LLC
DECREASED11,68811,868-180-2%$361.5K$357.8K-$3.7K2026-11-02
Sage Financial Management Group, Inc.
UNCHANGED10,60510,60500%$323.0K$324.6K+$1.6K2026-11-06
Perigon Wealth Management, LLC
UNCHANGED10,37310,37300%$316.0K$317.5K+$1.6K2026-10-22
NBT Bank, N.A.
DECREASED10,33411,080-746-7%$337.5K$316.3K-$21.2K2026-10-21
Winthrop Advisory Group LLC
INCREASED9,4429,395+47+1%$286.2K$289.0K+$2.9K2026-10-22
Arlington Financial Advisors, LLC
NEW9,308—+9,308——$284.9K—2026-10-19
Breakwater Investment Management
UNCHANGED8,9438,94300%$272.4K$273.7K+$1.3K2026-10-20
Lido Advisors, LLC
INCREASED8,5808,563+17+0%$260.8K$262.7K+$1.8K2026-11-04
Wedmont Private Capital
UNCHANGED8,1508,15000%$250.3K$254.1K+$3.8K2026-10-09
TruNorth Capital Management, LLC
UNCHANGED8,1488,14800%$248.2K$249.4K+$1.2K2026-10-14
Focus Financial Network, Inc.
UNCHANGED7,7507,75000%$236.1K$237.2K+$1.2K2026-10-14
AdvisorNet Financial, Inc
INCREASED7,5727,555+17+0%$230.1K$237.7K+$7.6K2026-10-15
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED7,5307,53000%$229.4K$230.5K+$1.1K2026-10-13
Harbor Asset Planning, Inc.
INCREASED7,0487,022+26+0%$213.9K$215.7K+$1.9K2026-10-23
Robertson Stephens Wealth Management, LLC
UNCHANGED6,9696,96900%$212.3K$213.3K+$1.0K2026-10-16
Hubbell Strickland Wealth Management, LLC
UNCHANGED6,9486,94800%$211.6K$212.7K+$1.0K2026-10-29
Cabot Wealth Management Inc
UNCHANGED6,6536,65300%$202.7K$203.6K+$9982026-11-05
S.A. Mason LLC
INCREASED6,5596,558+1+0%$199.7K$200.8K+$1.0K2026-10-13
PNC Financial Services Group, Inc.
DECREASED6,2166,231-150%$189.8K$190.3K+$4842026-11-06
Valley National Advisers Inc
INCREASED6,2126,210+2+0%$189.2K$190.2K+$1.0K2026-10-23
Parkside Financial Bank & Trust
DECREASED4,5274,822-295-6%$146.9K$138.6K-$8.3K2026-10-27
Morling Financial Advisors, LLC
NEW3,954—+3,954——$121.0K—2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED3,2343,23400%$98.5K$99.0K+$4852026-11-04
Parallel Advisors, LLC
INCREASED3,0293,023+6+0%$92.1K$92.7K+$6272026-11-03
Allworth Financial LP
UNCHANGED2,5842,58400%$78.7K$78.7K$02026-11-06
Signaturefd, LLC
INCREASED2,3162,234+82+4%$68.0K$70.9K+$2.9K2026-10-23
Eukles Asset Management
NEW2,250—+2,250——$68.9K—2026-11-04
Ashton Thomas Securities, LLC
UNCHANGED1,5621,56200%$47.6K$47.8K+$2342026-10-26
CoreCap Advisors, LLC
UNCHANGED1,4161,41600%$43.1K$43.3K+$2132026-10-08
Piscataqua Savings Bank
UNCHANGED1,1551,15500%$35.2K$35.4K+$1852026-10-21
Cape Investment Advisory, Inc.
DECREASED1,0681,131-63-6%$34.5K$32.7K-$1.8K2026-10-13
Blume Capital Management, Inc.
UNCHANGED1,0001,00000%$30.5K$30.6K+$1502026-10-26
Tower View Wealth Management LLC
INCREASED910907+3+0%$27.6K$27.9K+$2402026-10-23
Coston, McIsaac & Partners
UNCHANGED56156100%$17.0K$17.2K+$1722026-11-06
Versant Capital Management, Inc
UNCHANGED46546500%$14.2K$14.2K+$692026-10-02
Pflug Koory, LLC
DECREASED456529-73-14%$16.1K$14.0K-$2.2K2026-10-26
Fifth Third Bancorp
UNCHANGED43243200%$13.2K$13.2K+$652026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED28528500%$8.7K$8.7K+$432026-11-02
Nova Financial LLC
NEW275—+275——$8.4K—2026-11-04
Pension & Wealth Management Advisors, Inc.
DECREASED264376-112-30%$11.5K$8.1K-$3.4K2026-10-16
Creative Financial Designs Inc
UNCHANGED23123100%$7.0K$7.1K+$352026-11-04
DB Fitzpatrick & Co, Inc
INCREASED187139+48+35%$4.2K$5.7K+$1.5K2026-10-19
Citigroup Inc
NEW3—+3——$92—2026-11-04
Mission Wealth Management, LP
CLOSED014,104-14,104-100%$429.6K$0-$429.6K2026-10-15
Kendall Capital Management
CLOSED07,683-7,683-100%$234.0K$0-$234.0K2026-10-23
Russell Investments Group, Ltd.
CLOSED0145-145-100%$4.4K$0-$4.4K2026-11-06
EP Wealth Advisors, LLC
N/A—739,826-739,826-100%$22.5M———
HighTower Advisors, LLC
N/A—548,150-548,150-100%$16.7M———
Bank of America Corp
N/A—477,418-477,418-100%$14.5M———
Morgan Stanley
N/A—434,811-434,811-100%$13.2M———
Raymond James Financial Inc
N/A—305,564-305,564-100%$9.3M———
Envestnet Asset Management Inc
N/A—296,599-296,599-100%$9.0M———
Brightwater Advisory LLC
N/A—263,213-263,213-100%$8.0M———
MML Investors Services, LLC
N/A—217,288-217,288-100%$6.6M———
Mariner, LLC
N/A—209,903-209,903-100%$6.4M———
Osaic Holdings, Inc.
N/A—194,869-194,869-100%$5.9M———
Jones Financial Companies Lllp
N/A—182,667-182,667-100%$5.5M———
Aspiring Ventures, LLC
N/A—117,083-117,083-100%$3.6M———
UBS Group AG
N/A—111,614-111,614-100%$3.4M———
CVA Family Office, LLC
N/A—106,892-106,892-100%$3.3M———
Ameriprise Financial Inc
N/A—91,395-91,395-100%$2.8M———
HHM Wealth Advisors, LLC
N/A—88,708-88,708-100%$2.7M———
Red Door Wealth Management, LLC
N/A—86,729-86,729-100%$2.6M———
MAI Capital Management
N/A—81,440-81,440-100%$2.5M———
Wealthspire Advisors, LLC
N/A—79,329-79,329-100%$2.4M———
Quantinno Capital Management LP
N/A—66,851-66,851-100%$2.0M———
Cetera Investment Advisers
N/A—54,938-54,938-100%$1.7M———
Brown Brothers Harriman & Co
N/A—51,171-51,171-100%$1.6M———
Captrust Financial Advisors
N/A—50,850-50,850-100%$1.5M———
Cornerstone Financial Group, LLC
N/A—46,151-46,151-100%$1.4M———
AQR Capital Management LLC
N/A—45,158-45,158-100%$1.4M———
Susquehanna International Group, LLP
N/A—44,066-44,066-100%$1.3M———
Harbour Investments, Inc.
N/A—43,869-43,869-100%$1.3M———
Coldstream Capital Management Inc
N/A—41,472-41,472-100%$1.3M———
Mercer Global Advisors Inc
N/A—38,956-38,956-100%$1.2M———
JPMorgan Chase & Co
N/A—38,074-38,074-100%$1.2M———
Marble Wealth, LLC
N/A—32,605-32,605-100%$993.2K———
Avant Capital LLC
N/A—29,468-29,468-100%$897.6K———
McCartney Wealth Management LLC
N/A—28,621-28,621-100%$871.8K———
Sfmg, LLC
N/A—27,996-27,996-100%$852.8K———
Bellevue Asset Management, LLC
N/A—27,761-27,761-100%$845.6K———
Beacon Pointe Advisors, LLC
N/A—26,743-26,743-100%$814.6K———
Cozad Asset Management Inc
N/A—24,872-24,872-100%$757.6K———
FMR LLC
N/A—20,927-20,927-100%$637.4K———
Bcgm Wealth Management, LLC
N/A—20,047-20,047-100%$610.6K———
Modern Wealth Management, LLC
N/A—19,800-19,800-100%$603.1K———
Stifel Financial Corp
N/A—19,123-19,123-100%$582.5K———
Integrated Wealth Concepts LLC
N/A—18,270-18,270-100%$556.5K———
Intentional Wealth Strategies, LLC
N/A—17,305-17,305-100%$527.1K———
Nuveen, LLC
N/A—15,274-15,274-100%$465.2K———
Keyvantage Wealth, LLC
N/A—14,484-14,484-100%$441.2K———
Steward Partners Investment Advisory, LLC
N/A—14,264-14,264-100%$434.5K———
Royal Bank of Canada
N/A—13,480-13,480-100%$410.0K———
O'shaughnessy Asset Management, LLC
N/A—12,818-12,818-100%$390.4K———
Waverly Advisors, LLC
N/A—12,734-12,734-100%$387.9K———
BlackRock, Inc.
N/A—11,564-11,564-100%$352.3K———
Equitable Holdings, Inc.
N/A—11,329-11,329-100%$345.1K———
Foster & Motley Inc
N/A—10,509-10,509-100%$320.0K———
Chevy Chase Trust Holdings, LLC
N/A—10,208-10,208-100%$310.9K———
Ameritas Advisory Services, LLC
N/A—10,077-10,077-100%$306.9K———
UBS Asset Management Americas LLC
N/A—9,555-9,555-100%$291.0K———
Crewe Advisors LLC
N/A—8,843-8,843-100%$269.4K———
Northwestern Mutual Wealth Management Co
N/A—8,606-8,606-100%$262.1K———
Orion Porfolio Solutions, LLC
N/A—8,295-8,295-100%$252.7K———
Sequoia Financial Advisors, LLC
N/A—8,187-8,187-100%$249.4K———
Brown Advisory Inc
N/A—6,840-6,840-100%$208.3K———
Great Valley Advisor Group, Inc.
N/A—6,573-6,573-100%$200.2K———
Rockefeller Capital Management L.P.
N/A—4,650-4,650-100%$141.6K———
Tanglewood Legacy Advisors, LLC
N/A—4,191-4,191-100%$127.7K———
Cheviot Value Management, LLC
N/A—4,084-4,084-100%$124.4K———
Tower Research Capital LLC (TRC)
N/A—3,568-3,568-100%$108.7K———
Geneos Wealth Management Inc.
N/A—3,267-3,267-100%$99.5K———
Banque Transatlantique SA
N/A—2,700-2,700-100%$82.2K———
SouthState Bank Corp
N/A—1,776-1,776-100%$54.1K———
Ancora Advisors LLCA
N/A—1,350-1,350-100%$41.1K———
Hantz Financial Services, Inc.
N/A—1,276-1,276-100%$39.0K———
Bank of Montreal
N/A—600-600-100%$18.3K———
IFG Advisory, LLC
N/A—571-571-100%$17.4K———
Atlantic Union Bankshares Corp
N/A—500-500-100%$15.2K———
Pinney & Scofield, Inc.
N/A—360-360-100%$11.0K———
Bogart Wealth, LLC
N/A—187-187-100%$5.7K———
National Bank of Canada
N/A—185-185-100%$5.6K———
Front Row Advisors LLC
N/A—66-66-100%$2.1K———
BNP Paribas Financial Markets
N/A—5-5-100%$152———
Wells Fargo & Company
N/A—1-1-100%$45———
Showing 181 of 181 institutions