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Simplify MBS ETF (MTBA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares545,864 from 544,297
Change+1,567 (+0%)
Value$25.5M (-$1.2M)
Filed 2026-11-06
Hutchinson Capital Management
INCREASED
Shares415,212 from 401,942
Change+13,270 (+3%)
Value$19.4M (-$308.0K)
Filed 2026-11-09
Pekin Hardy Strauss, Inc.
DECREASED
Shares380,953 from 383,511
Change-2,558 (-1%)
Value$17.8M (-$1.0M)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares299,214 from 273,112
Change+26,102 (+10%)
Value$14.0M (+$589.7K)
Filed 2026-10-15
BAR Harbor Wealth Management
INCREASED
Shares247,584 from 240,301
Change+7,283 (+3%)
Value$11.6M (-$214.5K)
Filed 2026-10-21
Sky Investment Group LLC
NEW
Shares216,890
Change+216,890
Value$10.1M
Filed 2026-10-30
Aprio Wealth Management, LLC
DECREASED
Shares209,690 from 485,119
Change-275,429 (-57%)
Value$9.8M (-$14.0M)
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares187,798 from 194,583
Change-6,785 (-3%)
Value$8.8M (-$759.2K)
Filed 2026-10-20
True Wealth Design, LLC
DECREASED
Shares186,107 from 220,181
Change-34,074 (-15%)
Value$8.7M (-$2.1M)
Filed 2026-10-13
Nwam LLC
DECREASED
Shares116,343 from 116,616
Change-273 (0%)
Value$5.4M (-$282.2K)
Filed 2026-11-09
Calamos Advisors LLC
UNCHANGED
Shares104,178 from 104,178
Change0 (0%)
Value$4.9M (-$240.7K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares82,250 from 98,956
Change-16,706 (-17%)
Value$3.8K (-$4.9M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares68,413 from 70,437
Change-2,024 (-3%)
Value$3.2M (-$257.4K)
Filed 2026-11-05
Park Edge Advisors, LLC
INCREASED
Shares66,280 from 64,050
Change+2,230 (+3%)
Value$3.1M (-$43.7K)
Filed 2026-10-28
First National Bank Sioux Falls
INCREASED
Shares59,154 from 52,518
Change+6,636 (+13%)
Value$2.8M (+$148.5K)
Filed 2026-10-13
Narwhal Capital Management
NEW
Shares57,652
Change+57,652
Value$2.7M
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares56,183 from 55,687
Change+496 (+1%)
Value$2.6M (-$105.4K)
Filed 2026-11-06
Western Wealth Management, LLC
DECREASED
Shares53,508 from 55,108
Change-1,600 (-3%)
Value$2.5M (-$202.2K)
Filed 2026-11-09
Lifetime Wealth Management P.C.
DECREASED
Shares52,880 from 58,054
Change-5,174 (-9%)
Value$2.5M (-$376.0K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares48,185 from 199,270
Change-151,085 (-76%)
Value$2.3M (-$7.5M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares47,621 from 152,032
Change-104,411 (-69%)
Value$2.2M (-$5.2M)
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares38,081 from 21,813
Change+16,268 (+75%)
Value$1.8M (+$732.4K)
Filed 2026-10-16
Private Client Services, LLC
INCREASED
Shares33,887 from 32,997
Change+890 (+3%)
Value$1.6M (-$34.6K)
Filed 2026-10-02
Citizens National Bank Trust Department
INCREASED
Shares33,656 from 31,541
Change+2,115 (+7%)
Value$1.6M (+$26.0K)
Filed 2026-11-04
Harmony Asset Management LLC
DECREASED
Shares29,500 from 31,000
Change-1,500 (-5%)
Value$1.4M (-$141.8K)
Filed 2026-10-20
WealthPLAN Partners, LLC
INCREASED
Shares27,593 from 20,115
Change+7,478 (+37%)
Value$1.3M (+$303.2K)
Filed 2026-10-15
SteelPeak Wealth, LLC
INCREASED
Shares26,321 from 12,054
Change+14,267 (+118%)
Value$1.2M (+$639.3K)
Filed 2026-10-16
Longview Financial Advisors, Inc.
DECREASED
Shares24,141 from 24,150
Change-9 (0%)
Value$1.1M (-$56.2K)
Filed 2026-10-09
Evergreen Capital Management LLC
DECREASED
Shares23,067 from 1,054,709
Change-1,031,642 (-98%)
Value$1.1M (-$50.7M)
Filed 2026-10-23
Patten Group, Inc.
DECREASED
Shares22,537 from 31,880
Change-9,343 (-29%)
Value$1.1M (-$510.5K)
Filed 2026-10-26
Cambridge Advisors Inc.
INCREASED
Shares22,498 from 20,953
Change+1,545 (+7%)
Value$1.1M (+$23.8K)
Filed 2026-10-19
Crumly & Associates Inc.
DECREASED
Shares20,461 from 25,744
Change-5,283 (-21%)
Value$956.8K (-$306.5K)
Filed 2026-10-07
Hegarty Advisors, LLC
DECREASED
Shares19,863 from 20,737
Change-874 (-4%)
Value$928.8K (-$88.8K)
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares18,874
Change+18,874
Value$908.7K
Filed 2026-11-03
Watchman Group, Inc.
DECREASED
Shares17,488 from 902,254
Change-884,766 (-98%)
Value$817.7K (-$43.5M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares17,191
Change+17,191
Value$803.9K
Filed 2026-10-16
GFS Advisors, LLC
INCREASED
Shares16,760 from 7,375
Change+9,385 (+127%)
Value$784.0K (+$307.5K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares16,600 from 22,100
Change-5,500 (-25%)
Value$776.2K (-$308.2K)
Filed 2026-10-30
GK Wealth Management LLC
DECREASED
Shares15,674 from 24,648
Change-8,974 (-36%)
Value$732.9K (-$476.6K)
Filed 2026-10-09
Keeler Thomas Management LLC
INCREASED
Shares15,538 from 13,857
Change+1,681 (+12%)
Value$726.6K (+$46.6K)
Filed 2026-10-29
Breakwater Capital Group
DECREASED
Shares15,095 from 95,391
Change-80,296 (-84%)
Value$705.8K (-$4.0M)
Filed 2026-10-09
Knights of Columbus Asset Advisors LLC
DECREASED
Shares12,186 from 21,258
Change-9,072 (-43%)
Value$569.8K (-$473.3K)
Filed 2026-11-05
Andina Capital Management, LLC
INCREASED
Shares12,087 from 12,023
Change+64 (+1%)
Value$565.2K (-$24.8K)
Filed 2026-10-21
Kennedy Investment Group, Inc.
DECREASED
Shares11,927 from 12,098
Change-171 (-1%)
Value$557.7K (-$35.9K)
Filed 2026-10-21
Strategy Asset Managers LLC
UNCHANGED
Shares10,399 from 10,399
Change0 (0%)
Value$486.2K (-$24.0K)
Filed 2026-10-14
Nautilus Advisors LLC
DECREASED
Shares9,117 from 11,669
Change-2,552 (-22%)
Value$426.3K (-$144.6K)
Filed 2026-10-07
Bank of Montreal
DECREASED
Shares8,819 from 16,914
Change-8,095 (-48%)
Value$412.4K (-$417.6K)
Filed 2026-11-09
MGO One Seven LLC
DECREASED
Shares8,818 from 8,905
Change-87 (-1%)
Value$412.3K (-$24.7K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares8,288 from 8,288
Change0 (0%)
Value$387.5K (-$19.1K)
Filed 2026-10-23
Revisor Wealth Management LLC
DECREASED
Shares7,222 from 9,206
Change-1,984 (-22%)
Value$339.7K (-$112.1K)
Filed 2026-10-20
Atlas Brown,Inc.
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$325.0K (-$16.1K)
Filed 2026-10-09
Mather Group, Llc.
INCREASED
Shares6,613 from 5,846
Change+767 (+13%)
Value$309.2K (+$22.4K)
Filed 2026-10-14
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares6,181 from 6,215
Change-34 (-1%)
Value$289.0K (-$15.9K)
Filed 2026-10-06
Straight Path Wealth Management
DECREASED
Shares5,590 from 6,040
Change-450 (-7%)
Value$261.4K (-$35.0K)
Filed 2026-10-23
BAM Wealth Management, LLC
DECREASED
Shares5,275 from 11,126
Change-5,851 (-53%)
Value$246.7K (-$299.3K)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares5,252 from 5,772
Change-520 (-9%)
Value$245.6K (-$37.7K)
Filed 2026-11-05
Seelaus Asset Management LLC
DECREASED
Shares4,693 from 5,093
Change-400 (-8%)
Value$219.4K (-$30.5K)
Filed 2026-10-14
Graham Capital Wealth Management, LLC
NEW
Shares4,566
Change+4,566
Value$213.5K
Filed 2026-10-26
Private Trust Co NA
NEW
Shares2,800
Change+2,800
Value$130.9K
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares2,686
Change+2,686
Value$125.6K
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares2,381 from 316
Change+2,065 (+653%)
Value$111.3K (+$95.8K)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares1,937 from 3,408
Change-1,471 (-43%)
Value$90.6K (-$76.7K)
Filed 2026-11-04
Harbour Investments, Inc.
DECREASED
Shares1,586 from 2,580
Change-994 (-39%)
Value$74.2K (-$52.4K)
Filed 2026-11-09
Strive Financial Group,LLC
DECREASED
Shares1,286 from 1,307
Change-21 (-2%)
Value$60.1K (-$4.0K)
Filed 2026-11-09
Realta Investment Advisors
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$56.1K (-$2.8K)
Filed 2026-10-14
Bokf, NA
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$34.8K (-$1.7K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares555 from 740
Change-185 (-25%)
Value$26.0K (-$10.4K)
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$4.1K (-$201)
Filed 2026-10-30
Maseco LLP
NEW
Shares45
Change+45
Value$2.1K
Filed 2026-10-27
High Point Wealth Management, LLC
NEW
Shares45
Change+45
Value$2.1K
Filed 2026-11-05
IFG Advisory, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.3K (-$44)
Filed 2026-11-09
Geneos Wealth Management Inc.
DECREASED
Shares24 from 48
Change-24 (-50%)
Value$1.1K (-$1.2K)
Filed 2026-11-09
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$35 (-$2)
Filed 2026-10-23
Edge Wealth Management LLC
CLOSED
Shares0 from 1,090,758
Change-1,090,758 (-100%)
Value$0 (-$53.5M)
Filed 2026-10-13
Tortoise Investment Management, LLC
CLOSED
Shares0 from 527,409
Change-527,409 (-100%)
Value$0 (-$25.9M)
Filed 2026-11-06
Abbington Investment Group
CLOSED
Shares0 from 121,545
Change-121,545 (-100%)
Value$0 (-$6.0M)
Filed 2026-11-03
Truist Financial Corp
CLOSED
Shares0 from 40,291
Change-40,291 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-30
Peak Financial Advisors LLC
CLOSED
Shares0 from 6,505
Change-6,505 (-100%)
Value$0 (-$319.2K)
Filed 2026-10-28
Trust Point Inc.
CLOSED
Shares0 from 6,148
Change-6,148 (-100%)
Value$0 (-$302.7K)
Filed 2026-10-27
Ironsides Asset Advisors, LLC
CLOSED
Shares0 from 5,845
Change-5,845 (-100%)
Value$0 (-$286.8K)
Filed 2026-10-20
Steinberganna Wealth Management
CLOSED
Shares0 from 5,555
Change-5,555 (-100%)
Value$0 (-$272.6K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 5,023
Change-5,023 (-100%)
Value$0 (-$246.5K)
Filed 2026-10-20
Access Investment Management LLC
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$981)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 2,250,321
Change-2,250,321 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,937,978
Change-1,937,978 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,629,192
Change-1,629,192 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 947,880
Change-947,880 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 714,426
Change-714,426 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 398,755
Change-398,755 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 338,534
Change-338,534 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 295,184
Change-295,184 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 248,445
Change-248,445 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 194,820
Change-194,820 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 179,024
Change-179,024 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 173,768
Change-173,768 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 158,653
Change-158,653 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 154,330
Change-154,330 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 135,544
Change-135,544 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 127,286
Change-127,286 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 113,313
Change-113,313 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 104,803
Change-104,803 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 83,504
Change-83,504 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 65,670
Change-65,670 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 52,255
Change-52,255 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 38,672
Change-38,672 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 33,790
Change-33,790 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 31,407
Change-31,407 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 30,781
Change-30,781 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 28,446
Change-28,446 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 28,423
Change-28,423 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 26,996
Change-26,996 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,310
Change-26,310 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,399
Change-24,399 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 23,982
Change-23,982 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,451
Change-23,451 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,046
Change-23,046 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,547
Change-22,547 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,391
Change-22,391 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,274
Change-20,274 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,556
Change-19,556 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 19,170
Change-19,170 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 17,391
Change-17,391 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 14,465
Change-14,465 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,957
Change-13,957 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 12,584
Change-12,584 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
&partners
N/A
Shares— from 11,295
Change-11,295 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,934
Change-10,934 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,912
Change-10,912 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,657
Change-10,657 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,044
Change-10,044 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,572
Change-7,572 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 6,488
Change-6,488 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 329
Change-329 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 186
Change-186 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 56
Change-56 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
LPL Financial LLC
INCREASED545,864544,297+1,567+0%$26.7M$25.5M-$1.2M2026-11-06
Hutchinson Capital Management
INCREASED415,212401,942+13,270+3%$19.7M$19.4M-$308.0K2026-11-09
Pekin Hardy Strauss, Inc.
DECREASED380,953383,511-2,558-1%$18.8M$17.8M-$1.0M2026-11-02
WealthPlan Investment Management, LLC
INCREASED299,214273,112+26,102+10%$13.4M$14.0M+$589.7K2026-10-15
BAR Harbor Wealth Management
INCREASED247,584240,301+7,283+3%$11.8M$11.6M-$214.5K2026-10-21
Sky Investment Group LLC
NEW216,890—+216,890——$10.1M—2026-10-30
Aprio Wealth Management, LLC
DECREASED209,690485,119-275,429-57%$23.8M$9.8M-$14.0M2026-10-28
Prevail Innovative Wealth Advisors, LLC
DECREASED187,798194,583-6,785-3%$9.5M$8.8M-$759.2K2026-10-20
True Wealth Design, LLC
DECREASED186,107220,181-34,074-15%$10.8M$8.7M-$2.1M2026-10-13
Nwam LLC
DECREASED116,343116,616-2730%$5.7M$5.4M-$282.2K2026-11-09
Calamos Advisors LLC
UNCHANGED104,178104,17800%$5.1M$4.9M-$240.7K2026-11-02
Wedbush Securities Inc
DECREASED82,25098,956-16,706-17%$4.9M$3.8K-$4.9M2026-10-22
J.W. Cole Advisors, Inc.
DECREASED68,41370,437-2,024-3%$3.5M$3.2M-$257.4K2026-11-05
Park Edge Advisors, LLC
INCREASED66,28064,050+2,230+3%$3.1M$3.1M-$43.7K2026-10-28
First National Bank Sioux Falls
INCREASED59,15452,518+6,636+13%$2.6M$2.8M+$148.5K2026-10-13
Narwhal Capital Management
NEW57,652—+57,652——$2.7M—2026-11-04
Kestra Private Wealth Services, LLC
INCREASED56,18355,687+496+1%$2.7M$2.6M-$105.4K2026-11-06
Western Wealth Management, LLC
DECREASED53,50855,108-1,600-3%$2.7M$2.5M-$202.2K2026-11-09
Lifetime Wealth Management P.C.
DECREASED52,88058,054-5,174-9%$2.8M$2.5M-$376.0K2026-10-29
Commonwealth Equity Services, LLC
DECREASED48,185199,270-151,085-76%$9.8M$2.3M-$7.5M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED47,621152,032-104,411-69%$7.4M$2.2M-$5.2M2026-10-13
Mosley Wealth Management
INCREASED38,08121,813+16,268+75%$1.1M$1.8M+$732.4K2026-10-16
Private Client Services, LLC
INCREASED33,88732,997+890+3%$1.6M$1.6M-$34.6K2026-10-02
Citizens National Bank Trust Department
INCREASED33,65631,541+2,115+7%$1.5M$1.6M+$26.0K2026-11-04
Harmony Asset Management LLC
DECREASED29,50031,000-1,500-5%$1.5M$1.4M-$141.8K2026-10-20
WealthPLAN Partners, LLC
INCREASED27,59320,115+7,478+37%$987.0K$1.3M+$303.2K2026-10-15
SteelPeak Wealth, LLC
INCREASED26,32112,054+14,267+118%$591.5K$1.2M+$639.3K2026-10-16
Longview Financial Advisors, Inc.
DECREASED24,14124,150-90%$1.2M$1.1M-$56.2K2026-10-09
Evergreen Capital Management LLC
DECREASED23,0671,054,709-1,031,642-98%$51.8M$1.1M-$50.7M2026-10-23
Patten Group, Inc.
DECREASED22,53731,880-9,343-29%$1.6M$1.1M-$510.5K2026-10-26
Cambridge Advisors Inc.
INCREASED22,49820,953+1,545+7%$1.0M$1.1M+$23.8K2026-10-19
Crumly & Associates Inc.
DECREASED20,46125,744-5,283-21%$1.3M$956.8K-$306.5K2026-10-07
Hegarty Advisors, LLC
DECREASED19,86320,737-874-4%$1.0M$928.8K-$88.8K2026-10-20
StoneX Group Inc.
NEW18,874—+18,874——$908.7K—2026-11-03
Watchman Group, Inc.
DECREASED17,488902,254-884,766-98%$44.3M$817.7K-$43.5M2026-10-16
Concurrent Investment Advisors, LLC
NEW17,191—+17,191——$803.9K—2026-10-16
GFS Advisors, LLC
INCREASED16,7607,375+9,385+127%$476.5K$784.0K+$307.5K2026-11-03
Spire Wealth Management
DECREASED16,60022,100-5,500-25%$1.1M$776.2K-$308.2K2026-10-30
GK Wealth Management LLC
DECREASED15,67424,648-8,974-36%$1.2M$732.9K-$476.6K2026-10-09
Keeler Thomas Management LLC
INCREASED15,53813,857+1,681+12%$680.0K$726.6K+$46.6K2026-10-29
Breakwater Capital Group
DECREASED15,09595,391-80,296-84%$4.7M$705.8K-$4.0M2026-10-09
Knights of Columbus Asset Advisors LLC
DECREASED12,18621,258-9,072-43%$1.0M$569.8K-$473.3K2026-11-05
Andina Capital Management, LLC
INCREASED12,08712,023+64+1%$590.0K$565.2K-$24.8K2026-10-21
Kennedy Investment Group, Inc.
DECREASED11,92712,098-171-1%$593.6K$557.7K-$35.9K2026-10-21
Strategy Asset Managers LLC
UNCHANGED10,39910,39900%$510.3K$486.2K-$24.0K2026-10-14
Nautilus Advisors LLC
DECREASED9,11711,669-2,552-22%$570.9K$426.3K-$144.6K2026-10-07
Bank of Montreal
DECREASED8,81916,914-8,095-48%$830.0K$412.4K-$417.6K2026-11-09
MGO One Seven LLC
DECREASED8,8188,905-87-1%$437.0K$412.3K-$24.7K2026-10-28
Kingswood Wealth Advisors, LLC
UNCHANGED8,2888,28800%$406.7K$387.5K-$19.1K2026-10-23
Revisor Wealth Management LLC
DECREASED7,2229,206-1,984-22%$451.8K$339.7K-$112.1K2026-10-20
Atlas Brown,Inc.
UNCHANGED6,9506,95000%$341.0K$325.0K-$16.1K2026-10-09
Mather Group, Llc.
INCREASED6,6135,846+767+13%$286.9K$309.2K+$22.4K2026-10-14
Ables, Iannone, Moore & Associates, Inc.
DECREASED6,1816,215-34-1%$305.0K$289.0K-$15.9K2026-10-06
Straight Path Wealth Management
DECREASED5,5906,040-450-7%$296.4K$261.4K-$35.0K2026-10-23
BAM Wealth Management, LLC
DECREASED5,27511,126-5,851-53%$546.0K$246.7K-$299.3K2026-10-15
Fifth Third Bancorp
DECREASED5,2525,772-520-9%$283.2K$245.6K-$37.7K2026-11-05
Seelaus Asset Management LLC
DECREASED4,6935,093-400-8%$249.9K$219.4K-$30.5K2026-10-14
Graham Capital Wealth Management, LLC
NEW4,566—+4,566——$213.5K—2026-10-26
Private Trust Co NA
NEW2,800—+2,800——$130.9K—2026-10-20
UMB Private Wealth Management, LLC
NEW2,686—+2,686——$125.6K—2026-10-19
US Bancorp \de\
INCREASED2,381316+2,065+653%$15.5K$111.3K+$95.8K2026-11-05
Creative Financial Designs Inc
DECREASED1,9373,408-1,471-43%$167.2K$90.6K-$76.7K2026-11-04
Harbour Investments, Inc.
DECREASED1,5862,580-994-39%$126.6K$74.2K-$52.4K2026-11-09
Strive Financial Group,LLC
DECREASED1,2861,307-21-2%$64.1K$60.1K-$4.0K2026-11-09
Realta Investment Advisors
UNCHANGED1,2001,20000%$58.9K$56.1K-$2.8K2026-10-14
Bokf, NA
UNCHANGED74574500%$36.6K$34.8K-$1.7K2026-10-27
Farther Finance Advisors, LLC
DECREASED555740-185-25%$36.3K$26.0K-$10.4K2026-10-08
Compass Financial Management LLC
UNCHANGED878700%$4.3K$4.1K-$2012026-10-30
Maseco LLP
NEW45—+45——$2.1K—2026-10-27
High Point Wealth Management, LLC
NEW45—+45——$2.1K—2026-11-05
IFG Advisory, LLC
UNCHANGED272700%$1.3K$1.3K-$442026-11-09
Geneos Wealth Management Inc.
DECREASED2448-24-50%$2.4K$1.1K-$1.2K2026-11-09
Signaturefd, LLC
UNCHANGED1100%$37$35-$22026-10-23
Edge Wealth Management LLC
CLOSED01,090,758-1,090,758-100%$53.5M$0-$53.5M2026-10-13
Tortoise Investment Management, LLC
CLOSED0527,409-527,409-100%$25.9M$0-$25.9M2026-11-06
Abbington Investment Group
CLOSED0121,545-121,545-100%$6.0M$0-$6.0M2026-11-03
Truist Financial Corp
CLOSED040,291-40,291-100%$2.0M$0-$2.0M2026-10-30
Peak Financial Advisors LLC
CLOSED06,505-6,505-100%$319.2K$0-$319.2K2026-10-28
Trust Point Inc.
CLOSED06,148-6,148-100%$302.7K$0-$302.7K2026-10-27
Ironsides Asset Advisors, LLC
CLOSED05,845-5,845-100%$286.8K$0-$286.8K2026-10-20
Steinberganna Wealth Management
CLOSED05,555-5,555-100%$272.6K$0-$272.6K2026-10-23
Prime Capital Investment Advisors, LLC
CLOSED05,023-5,023-100%$246.5K$0-$246.5K2026-10-20
Access Investment Management LLC
CLOSED0167-167-100%$8.2K$0-$8.2K2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED021-21-100%$1.0K$0-$1.0K2026-10-14
AdvisorNet Financial, Inc
CLOSED020-20-100%$981$0-$9812026-10-15
Envestnet Asset Management Inc
N/A—2,250,321-2,250,321-100%$110.4M———
MML Investors Services, LLC
N/A—1,937,978-1,937,978-100%$95.1M———
Wells Fargo & Company
N/A—1,629,192-1,629,192-100%$79.9M———
Knightsbridge Asset Management, LLC
N/A—947,880-947,880-100%$46.5M———
CreativeOne Wealth, LLC
N/A—714,426-714,426-100%$35.1M———
Hilton Capital Management, LLC
N/A—398,755-398,755-100%$19.6M———
Proficio Capital Partners LLC
N/A—338,534-338,534-100%$16.6M———
L2 Asset Management, LLC
N/A—295,184-295,184-100%$14.5M———
Royal Bank of Canada
N/A—248,445-248,445-100%$12.2M———
Sanctuary Advisors, LLC
N/A—194,820-194,820-100%$9.6M———
JPMorgan Chase & Co
N/A—179,024-179,024-100%$8.8M———
Tidal Investments LLC
N/A—173,768-173,768-100%$8.5M———
First American Trust, FSB
N/A—158,653-158,653-100%$7.8M———
Compass Capital Corp
N/A—154,330-154,330-100%$7.5M———
Ethos Financial Group, LLC
N/A—135,544-135,544-100%$6.7M———
Fort Sheridan Advisors LLC
N/A—127,286-127,286-100%$6.2M———
Janney Montgomery Scott LLC
N/A—113,313-113,313-100%$5.6M———
Keel Point, LLC
N/A—104,803-104,803-100%$5.1M———
Seneca House Advisors
N/A—83,504-83,504-100%$4.1M———
Beckerman Institutional, LLC
N/A—65,670-65,670-100%$3.2M———
Anchor Investment Management, LLC
N/A—52,255-52,255-100%$2.6M———
First Manhattan Co. Llc.
N/A—50,000-50,000-100%$2.5M———
Arkadios Wealth Advisors
N/A—38,672-38,672-100%$1.9M———
Dakota Wealth Management
N/A—33,790-33,790-100%$1.7M———
Advisory Services Network, LLC
N/A—31,407-31,407-100%$1.5M———
Goldman Sachs Group Inc
N/A—30,781-30,781-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—28,446-28,446-100%$1.4M———
Smith, Moore & Co.
N/A—28,423-28,423-100%$1.4M———
Continuum Advisory, LLC
N/A—26,996-26,996-100%$1.3M———
HighTower Advisors, LLC
N/A—26,310-26,310-100%$1.3M———
Osaic Holdings, Inc.
N/A—24,399-24,399-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—23,982-23,982-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—23,451-23,451-100%$1.2M———
Morgan Stanley
N/A—23,046-23,046-100%$1.1M———
Benjamin Edwards Inc
N/A—22,547-22,547-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—22,391-22,391-100%$1.1M———
Ancora Advisors LLCA
N/A—22,000-22,000-100%$1.1M———
Focus Partners Wealth
N/A—20,274-20,274-100%$994.8K———
Private Advisor Group, LLC
N/A—19,556-19,556-100%$959.6K———
Legacy Wealth Advisors, LLC
N/A—19,170-19,170-100%$940.7K———
Maridea Wealth Management LLC
N/A—17,391-17,391-100%$853.4K———
Sharp Wealth Advisory, LLC
N/A—14,465-14,465-100%$709.8K———
Quantinno Capital Management LP
N/A—13,957-13,957-100%$684.9K———
Flow Traders U.S. LLC
N/A—12,584-12,584-100%$617.0K———
Pathstone Holdings, LLC
N/A—12,575-12,575-100%$617.1K———
&partners
N/A—11,295-11,295-100%$554.3K———
Envestnet Portfolio Solutions, Inc.
N/A—11,138-11,138-100%$546.5K———
HRT Financial LP
N/A—10,934-10,934-100%$536.0K———
PFG Investments, LLC
N/A—10,912-10,912-100%$535.4K———
Raymond James Financial Inc
N/A—10,657-10,657-100%$522.9K———
Venturi Wealth Management, LLC
N/A—10,569-10,569-100%$518.6K———
CIBC World Market Inc.
N/A—10,340-10,340-100%$507.4K———
Principal Securities, Inc.
N/A—10,044-10,044-100%$492.9K———
Vident Advisory, LLC
N/A—9,979-9,979-100%$489.7K———
Citadel Advisors LLC
N/A—9,784-9,784-100%$480.1K———
Mutual Advisors, LLC
N/A—8,525-8,525-100%$418.3K———
Steward Partners Investment Advisory, LLC
N/A—7,572-7,572-100%$371.6K———
Advocacy Wealth Management, LLC
N/A—7,453-7,453-100%$365.7K———
Magnolia Private Wealth, LLC
N/A—6,488-6,488-100%$318.4K———
Independent Advisor Alliance
N/A—6,040-6,040-100%$296.4K———
Vawter Financial, Ltd.
N/A—4,975-4,975-100%$244.1K———
Whittier Trust Co
N/A—4,956-4,956-100%$243.6K———
Caerus Investment Advisors, LLC
N/A—4,811-4,811-100%$236.1K———
Bank of America Corp
N/A—4,682-4,682-100%$229.7K———
UBS Group AG
N/A—2,430-2,430-100%$119.2K———
Arax Advisory Partners
N/A—1,102-1,102-100%$54.1K———
Global Retirement Partners, LLC
N/A—1,098-1,098-100%$53.9K———
AE Wealth Management LLC
N/A—1,009-1,009-100%$49.5K———
Webster Bank, N. A.
N/A—1,000-1,000-100%$49.1K———
NewEdge Advisors, LLC
N/A—380-380-100%$18.6K———
Jones Financial Companies Lllp
N/A—329-329-100%$16.2K———
Northwestern Mutual Wealth Management Co
N/A—186-186-100%$9.1K———
Tower Research Capital LLC (TRC)
N/A—56-56-100%$2.7K———
Smartleaf Asset Management LLC
N/A—12-12-100%$591———
Showing 159 of 159 institutions