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Simplify Managed Futures ST (CTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,496,136 from 3,099,211
Change+396,925 (+13%)
Value$97.1M (+$21.7M)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares1,896,200 from 2,121,200
Change-225,000 (-11%)
Value$54.7M (-$337.5K)
Filed 2026-11-04
Boothe Investment Group, Inc.
INCREASED
Shares1,876,612 from 1,741,958
Change+134,654 (+8%)
Value$54.1M (+$8.9M)
Filed 2026-10-22
IAG Wealth Partners, LLC
INCREASED
Shares890,427 from 821,040
Change+69,387 (+8%)
Value$25.7M (+$4.4M)
Filed 2026-11-06
Independence Wealth Advisors, LLC
DECREASED
Shares832,782 from 973,762
Change-140,980 (-14%)
Value$24.0M (-$1.2M)
Filed 2026-10-29
LPL Financial LLC
DECREASED
Shares799,270 from 1,475,530
Change-676,260 (-46%)
Value$23.1M (-$15.2M)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares619,689 from 620,809
Change-1,120 (0%)
Value$17.9M (+$1.8M)
Filed 2026-10-21
Beacon Capital Management, Inc.
INCREASED
Shares532,325 from 528,537
Change+3,788 (+1%)
Value$15.4M (+$1.6M)
Filed 2026-10-13
New York Life Investment Management LLC
INCREASED
Shares481,509 from 434,277
Change+47,232 (+11%)
Value$13.9M (+$2.6M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares468,130 from 455,688
Change+12,442 (+3%)
Value$13.5M (+$1.7M)
Filed 2026-10-30
OmniStar Financial Group, Inc.
INCREASED
Shares449,249 from 424,076
Change+25,173 (+6%)
Value$13.0M (+$2.0M)
Filed 2026-10-26
Ferguson Shapiro LLC
INCREASED
Shares418,536 from 372,915
Change+45,621 (+12%)
Value$12.1M (+$2.4M)
Filed 2026-10-16
Elevated Capital Advisors, LLC
INCREASED
Shares381,901 from 360,978
Change+20,923 (+6%)
Value$11.0M (+$1.7M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares323,998 from 380,117
Change-56,119 (-15%)
Value$9.3K (-$9.9M)
Filed 2026-11-02
Cowa, LLC
DECREASED
Shares273,625 from 323,481
Change-49,856 (-15%)
Value$7.9M (-$499.7K)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares260,830 from 78,171
Change+182,659 (+234%)
Value$7.5M (+$5.5M)
Filed 2026-10-28
Longview Financial Advisors, Inc.
INCREASED
Shares243,004 from 236,837
Change+6,167 (+3%)
Value$7.0M (+$864.7K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares236,380 from 189,891
Change+46,489 (+24%)
Value$6.8M (+$1.9M)
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares203,127 from 195,557
Change+7,570 (+4%)
Value$5.9M (+$785.4K)
Filed 2026-11-03
Philip James Wealth Mangement, LLC
DECREASED
Shares195,984 from 198,784
Change-2,800 (-1%)
Value$5.7M (+$495.7K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED
Shares191,927 from 183,712
Change+8,215 (+4%)
Value$5.6M (+$873.4K)
Filed 2026-10-13
ALM First Financial Advisors, LLC
NEW
Shares190,286
Change+190,286
Value$5.5M
Filed 2026-10-13
Private Client Services, LLC
DECREASED
Shares177,270 from 192,774
Change-15,504 (-8%)
Value$5.1M (+$111.9K)
Filed 2026-10-02
Upper Left Wealth Management, LLC
INCREASED
Shares155,195 from 125,785
Change+29,410 (+23%)
Value$4.5M (+$1.2M)
Filed 2026-10-14
Fiduciary Alliance LLC
INCREASED
Shares153,540 from 152,629
Change+911 (+1%)
Value$4.4M (+$468.9K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares151,341 from 148,426
Change+2,915 (+2%)
Value$4.4M (+$514.5K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
DECREASED
Shares139,275 from 140,430
Change-1,155 (-1%)
Value$4.0M (+$373.9K)
Filed 2026-10-28
TriaGen Wealth Management LLC
INCREASED
Shares137,665 from 126,953
Change+10,712 (+8%)
Value$4.0M (+$677.1K)
Filed 2026-10-14
Howard Bailey Securities, LLC
DECREASED
Shares133,231 from 139,542
Change-6,311 (-5%)
Value$3.8M (+$222.7K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
INCREASED
Shares132,100 from 130,771
Change+1,329 (+1%)
Value$3.8M (+$417.6K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares130,288 from 128,615
Change+1,673 (+1%)
Value$3.8M (+$421.2K)
Filed 2026-10-15
Financial Discovery Group Inc
INCREASED
Shares127,123 from 124,445
Change+2,678 (+2%)
Value$3.7M (+$438.1K)
Filed 2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares121,790
Change+121,790
Value$3.5M
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares112,645 from 116,097
Change-3,452 (-3%)
Value$3.2M (+$237.1K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
NEW
Shares104,206
Change+104,206
Value$3.0M
Filed 2026-10-13
Sound Financial Strategies Group, LLC
UNCHANGED
Shares104,137 from 104,137
Change0 (0%)
Value$3.0M (+$302.0K)
Filed 2026-10-30
Roan Capital Partners
INCREASED
Shares96,910 from 96,417
Change+493 (+1%)
Value$2.8M (+$293.8K)
Filed 2026-10-09
Kestra Investment Management, LLC
NEW
Shares93,045
Change+93,045
Value$2.7M
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares91,565 from 56,298
Change+35,267 (+63%)
Value$2.6M (+$1.2M)
Filed 2026-10-08
Retirement Guys Formula LLC
INCREASED
Shares87,827 from 77,492
Change+10,335 (+13%)
Value$2.5M (+$522.8K)
Filed 2026-10-26
Professional Financial Advisors, LLC
INCREASED
Shares79,755 from 77,564
Change+2,191 (+3%)
Value$2.3M (+$288.1K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED
Shares79,165 from 99,648
Change-20,483 (-21%)
Value$2.3M (-$301.8K)
Filed 2026-11-02
Global View Capital Management LLC
INCREASED
Shares78,531 from 59,936
Change+18,595 (+31%)
Value$2.3M (+$710.1K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares74,483 from 80,151
Change-5,668 (-7%)
Value$2.1M (+$69.0K)
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares69,306 from 60,461
Change+8,845 (+15%)
Value$2.0M (+$430.4K)
Filed 2026-10-07
Blackston Financial Advisory Group, LLC
DECREASED
Shares57,619 from 58,479
Change-860 (-1%)
Value$1.7M (+$144.8K)
Filed 2026-11-04
FMA Wealth Management, LLC
DECREASED
Shares56,322 from 56,469
Change-147 (0%)
Value$1.6M (+$159.5K)
Filed 2026-10-21
Guilbault Capital LLC
INCREASED
Shares54,354 from 17,850
Change+36,504 (+205%)
Value$1.6M (+$1.1M)
Filed 2026-10-28
Claro Advisors Inc.
INCREASED
Shares52,504 from 24,437
Change+28,067 (+115%)
Value$1.5M (+$880.3K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
DECREASED
Shares48,188 from 57,185
Change-8,997 (-16%)
Value$1.4M (-$93.6K)
Filed 2026-11-03
Money Concepts Capital Corp
INCREASED
Shares46,913 from 46,898
Change+15 (+0%)
Value$1.4M (+$136.4K)
Filed 2026-11-06
Compound Planning, Inc.
DECREASED
Shares45,453 from 463,212
Change-417,759 (-90%)
Value$1.3M (-$10.7M)
Filed 2026-11-05
Networth Advisors, LLC
INCREASED
Shares44,025 from 41,351
Change+2,674 (+6%)
Value$1.3M (+$197.0K)
Filed 2026-11-03
Fermata Advisors, LLC
INCREASED
Shares43,252 from 41,438
Change+1,814 (+4%)
Value$1.2M (+$172.5K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares40,782 from 40,221
Change+561 (+1%)
Value$1.2M (+$132.8K)
Filed 2026-11-03
Whalen Wealth Management Inc.
NEW
Shares39,743
Change+39,743
Value$1.1M
Filed 2026-10-08
Aries Wealth Management
DECREASED
Shares39,621 from 39,856
Change-235 (-1%)
Value$1.1M (+$108.8K)
Filed 2026-10-23
Latitude Advisors, LLC
INCREASED
Shares39,501 from 39,412
Change+89 (+0%)
Value$1.1M (+$116.9K)
Filed 2026-10-27
Beacon Capital Management, LLC
DECREASED
Shares36,377 from 57,700
Change-21,323 (-37%)
Value$1.0M (-$447.6K)
Filed 2026-10-23
First Business Financial Services, Inc.
INCREASED
Shares36,187 from 35,851
Change+336 (+1%)
Value$1.0M (+$113.7K)
Filed 2026-10-29
Austin Wealth Management, LLC
DECREASED
Shares36,077 from 60,424
Change-24,347 (-40%)
Value$1.1M (-$578.4K)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares34,951 from 36,035
Change-1,084 (-3%)
Value$1.0M (+$73.2K)
Filed 2026-10-13
Iams Wealth Management, LLC
NEW
Shares33,899
Change+33,899
Value$977.6K
Filed 2026-10-15
Global Wealth Strategies & Associates
DECREASED
Shares33,298 from 34,371
Change-1,073 (-3%)
Value$960.3K (+$68.7K)
Filed 2026-10-02
Rede Wealth, LLC
INCREASED
Shares32,663 from 28,426
Change+4,237 (+15%)
Value$942.0K (+$204.6K)
Filed 2026-10-22
Mather Group, Llc.
DECREASED
Shares31,073 from 49,706
Change-18,633 (-37%)
Value$896.1K (-$393.2K)
Filed 2026-10-14
Financial Enhancement Group LLC
INCREASED
Shares29,896 from 29,274
Change+622 (+2%)
Value$860.4K (+$101.0K)
Filed 2026-10-08
Ignite Planners, LLC
INCREASED
Shares26,061 from 21,258
Change+4,803 (+23%)
Value$751.6K (+$202.9K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares23,925 from 20,070
Change+3,855 (+19%)
Value$690.0K (+$169.4K)
Filed 2026-10-08
Cap Partners, LLC
INCREASED
Shares23,811 from 18,386
Change+5,425 (+30%)
Value$686.7K (+$209.8K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares23,598 from 22,243
Change+1,355 (+6%)
Value$710.1K (+$118.9K)
Filed 2026-10-27
Lloyd Advisory Services, Llc.
DECREASED
Shares23,420 from 24,027
Change-607 (-3%)
Value$675.4K (+$52.2K)
Filed 2026-11-02
Entrewealth, LLC
DECREASED
Shares23,376 from 33,855
Change-10,479 (-31%)
Value$674.2K (-$208.1K)
Filed 2026-10-14
Optivise Advisory Services LLC
INCREASED
Shares21,713 from 20,200
Change+1,513 (+7%)
Value$626.2K (+$102.2K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
DECREASED
Shares20,318 from 77,059
Change-56,741 (-74%)
Value$586.0K (-$1.4M)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares20,016
Change+20,016
Value$577.3K
Filed 2026-10-28
Insight Wealth Strategies, LLC
INCREASED
Shares19,732 from 19,428
Change+304 (+2%)
Value$569.1K (+$68.4K)
Filed 2026-10-09
Andina Capital Management, LLC
INCREASED
Shares18,221 from 17,202
Change+1,019 (+6%)
Value$525.5K (+$79.3K)
Filed 2026-10-21
Cambridge Advisors Inc.
DECREASED
Shares18,088 from 21,437
Change-3,349 (-16%)
Value$521.7K (-$34.4K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares18,002 from 9,200
Change+8,802 (+96%)
Value$519.2K (+$280.5K)
Filed 2026-10-26
Blueprint Financial Advisors LLC
DECREASED
Shares17,690 from 18,145
Change-455 (-3%)
Value$510.2K (+$39.5K)
Filed 2026-10-28
Blueprint Investment Partners LLC
DECREASED
Shares17,690 from 18,145
Change-455 (-3%)
Value$510.2K (+$39.5K)
Filed 2026-10-28
Stegent Equity Advisors, Inc.
NEW
Shares16,197
Change+16,197
Value$467.1K
Filed 2026-10-13
Keeler Thomas Management LLC
INCREASED
Shares15,913 from 11,028
Change+4,885 (+44%)
Value$458.9K (+$172.9K)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares15,542 from 8,042
Change+7,500 (+93%)
Value$448.2K (+$239.6K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares14,744 from 14,128
Change+616 (+4%)
Value$425.2K (+$58.7K)
Filed 2026-10-28
Gaddis Premier Wealth Advisors LLC
NEW
Shares14,233
Change+14,233
Value$410.5K
Filed 2026-10-29
Creative Planning
INCREASED
Shares13,506 from 13,355
Change+151 (+1%)
Value$389.5K (+$43.1K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares12,956 from 8,852
Change+4,104 (+46%)
Value$373.7K (+$144.0K)
Filed 2026-11-03
Omnitrust Wealth Management, Inc
NEW
Shares12,901
Change+12,901
Value$372.1K
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares12,706 from 51,114
Change-38,408 (-75%)
Value$366.4K (-$959.5K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
NEW
Shares12,339
Change+12,339
Value$355.9K
Filed 2026-10-29
Solstein Capital, LLC
UNCHANGED
Shares11,836 from 11,836
Change0 (0%)
Value$341.4K (+$34.3K)
Filed 2026-11-02
Advisor OS, LLC
NEW
Shares11,802
Change+11,802
Value$340.4K
Filed 2026-11-03
Decker Retirement Planning Inc.
DECREASED
Shares11,064 from 12,584
Change-1,520 (-12%)
Value$319.1K (-$7.3K)
Filed 2026-10-19
Firestone Capital Management
UNCHANGED
Shares10,820 from 10,820
Change0 (0%)
Value$312.0K (+$31.4K)
Filed 2026-11-03
Legacy Private Trust Co.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$288.4K (+$29.0K)
Filed 2026-10-06
E&G Advisors, LLC
INCREASED
Shares9,950 from 9,700
Change+250 (+3%)
Value$287.0K (+$35.3K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares9,870 from 116,223
Change-106,353 (-92%)
Value$284.6K (-$2.7M)
Filed 2026-10-23
Lewis Asset Management, LLC
DECREASED
Shares9,604 from 10,300
Change-696 (-7%)
Value$277.0K (+$9.8K)
Filed 2026-10-14
Able Wealth Management LLC
DECREASED
Shares9,382 from 11,304
Change-1,922 (-17%)
Value$270.5K (-$22.7K)
Filed 2026-10-13
Archford Capital Strategies, LLC
DECREASED
Shares9,021 from 9,903
Change-882 (-9%)
Value$260.2K (+$3.3K)
Filed 2026-10-19
Innovative Wealth Building LLC
INCREASED
Shares8,603 from 8,453
Change+150 (+2%)
Value$248.1K (+$28.8K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares8,533 from 7,822
Change+711 (+9%)
Value$246.1K (+$43.1K)
Filed 2026-10-28
LifeWealth Investments, LLC
DECREASED
Shares7,950 from 8,780
Change-830 (-9%)
Value$229.3K (+$1.5K)
Filed 2026-10-21
PFG Advisors
DECREASED
Shares7,934 from 20,176
Change-12,242 (-61%)
Value$228.8K (-$294.6K)
Filed 2026-10-16
Independent Wealth Advisors LLC
NEW
Shares7,467
Change+7,467
Value$215.3K
Filed 2026-10-27
Worth Asset Management, LLC
NEW
Shares7,124
Change+7,124
Value$205.5K
Filed 2026-10-07
J.Safra Asset Management Corp
DECREASED
Shares6,354 from 6,357
Change-3 (0%)
Value$183.2K (+$18.3K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares6,312 from 6,594
Change-282 (-4%)
Value$182.0K (+$11.0K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares6,240
Change+6,240
Value$180.2K
Filed 2026-11-03
Belvedere Trading LLC
DECREASED
Shares2,915 from 4,299
Change-1,384 (-32%)
Value$84.1K (-$27.4K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares2,848 from 2,811
Change+37 (+1%)
Value$82.1K (+$9.2K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares2,448 from 3,312
Change-864 (-26%)
Value$70.6K (-$15.3K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$38.1K ($0)
Filed 2026-11-06
Buck Wealth Strategies, LLC
DECREASED
Shares1,295 from 1,389
Change-94 (-7%)
Value$37.3K (+$1.3K)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$37.2K (+$3.7K)
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
NEW
Shares1,017
Change+1,017
Value$29.3K
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares981 from 966
Change+15 (+2%)
Value$28.3K (+$3.2K)
Filed 2026-10-29
Evolution Wealth Management Inc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$28.2K (+$2.8K)
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares866 from 995
Change-129 (-13%)
Value$25.0K (-$835)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$24.4K (+$2.5K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares591 from 921
Change-330 (-36%)
Value$17.0K (-$6.9K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$15.0K (+$1.5K)
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares420 from 360
Change+60 (+17%)
Value$12.1K (+$2.8K)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares370 from 367
Change+3 (+1%)
Value$10.7K (+$1.2K)
Filed 2026-11-02
POM Investment Strategies, LLC
DECREASED
Shares339 from 3,527
Change-3,188 (-90%)
Value$9.8K (-$81.7K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$9.3K (+$937)
Filed 2026-10-13
Simplex Trading, LLC
DECREASED
Shares309 from 1,156
Change-847 (-73%)
Value$8.9K (-$21.1K)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$6.6K (+$664)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares104 from 435
Change-331 (-76%)
Value$3.0K (-$8.3K)
Filed 2026-11-03
Nvwm, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.9K (+$290)
Filed 2026-10-14
SJS Investment Consulting Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.0K (+$198)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$1.8K (+$183)
Filed 2026-10-16
Russell Investments Group, Ltd.
NEW
Shares27
Change+27
Value$779
Filed 2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$231 (+$23)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$145 (+$15)
Filed 2026-11-05
Deane Retirement Strategies, Inc.
CLOSED
Shares0 from 597,723
Change-597,723 (-100%)
Value$0 (-$15.5M)
Filed 2026-10-09
Abbington Investment Group
CLOSED
Shares0 from 537,313
Change-537,313 (-100%)
Value$0 (-$13.9M)
Filed 2026-11-03
Altiora Financial Group, LLC
CLOSED
Shares0 from 503,393
Change-503,393 (-100%)
Value$0 (-$13.1M)
Filed 2026-11-04
Peak Financial Advisors LLC
CLOSED
Shares0 from 427,579
Change-427,579 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-28
R. W. Roge & Company, Inc.
CLOSED
Shares0 from 73,959
Change-73,959 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 61,210
Change-61,210 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 33,869
Change-33,869 (-100%)
Value$0 (-$878.6K)
Filed 2026-11-02
Park Avenue Securities LLC
CLOSED
Shares0 from 25,293
Change-25,293 (-100%)
Value$0 (-$656.0K)
Filed 2026-10-26
Kennedy Investment Group, Inc.
CLOSED
Shares0 from 25,003
Change-25,003 (-100%)
Value$0 (-$648.6K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 18,584
Change-18,584 (-100%)
Value$0 (-$482.1K)
Filed 2026-10-20
Great Diamond Partners, LLC
CLOSED
Shares0 from 16,773
Change-16,773 (-100%)
Value$0 (-$435.1K)
Filed 2026-10-13
Watchman Group, Inc.
CLOSED
Shares0 from 14,589
Change-14,589 (-100%)
Value$0 (-$378.4K)
Filed 2026-10-16
Axim Planning & Wealth
CLOSED
Shares0 from 14,061
Change-14,061 (-100%)
Value$0 (-$364.7K)
Filed 2026-10-28
Advisor Resource Council
CLOSED
Shares0 from 11,874
Change-11,874 (-100%)
Value$0 (-$309.6K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 11,285
Change-11,285 (-100%)
Value$0 (-$292.7K)
Filed 2026-11-04
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 10,715
Change-10,715 (-100%)
Value$0 (-$277.9K)
Filed 2026-10-19
Wedbush Securities Inc
CLOSED
Shares0 from 8,709
Change-8,709 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-22
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 916
Change-916 (-100%)
Value$0 (-$23.8K)
Filed 2026-10-16
GFS Advisors, LLC
CLOSED
Shares0 from 815
Change-815 (-100%)
Value$0 (-$7.1M)
Filed 2026-11-03
Private Trust Co NA
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$698)
Filed 2026-10-16
US Bancorp \de\
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$40)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 5,171,126
Change-5,171,126 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,160,469
Change-1,160,469 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,001,267
Change-1,001,267 (-100%)
Value—
UBS Group AG
N/A
Shares— from 804,759
Change-804,759 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 671,800
Change-671,800 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 538,438
Change-538,438 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 512,694
Change-512,694 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 486,636
Change-486,636 (-100%)
Value—
&partners
N/A
Shares— from 447,318
Change-447,318 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 418,318
Change-418,318 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 410,108
Change-410,108 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 391,186
Change-391,186 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 387,215
Change-387,215 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 361,176
Change-361,176 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 340,142
Change-340,142 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 324,827
Change-324,827 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 308,885
Change-308,885 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 279,828
Change-279,828 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 266,834
Change-266,834 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 223,166
Change-223,166 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 218,703
Change-218,703 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 195,637
Change-195,637 (-100%)
Value—
CSS LLC
N/A
Shares— from 193,879
Change-193,879 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 183,640
Change-183,640 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 167,661
Change-167,661 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 161,765
Change-161,765 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 137,928
Change-137,928 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 126,178
Change-126,178 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 125,198
Change-125,198 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 121,033
Change-121,033 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 115,501
Change-115,501 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 110,420
Change-110,420 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 106,990
Change-106,990 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 99,307
Change-99,307 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 96,704
Change-96,704 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 96,346
Change-96,346 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 94,184
Change-94,184 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 92,415
Change-92,415 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 84,463
Change-84,463 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 78,931
Change-78,931 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 75,962
Change-75,962 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 71,678
Change-71,678 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 68,581
Change-68,581 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 62,185
Change-62,185 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 61,925
Change-61,925 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 61,209
Change-61,209 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 60,600
Change-60,600 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 60,203
Change-60,203 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 59,357
Change-59,357 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 57,192
Change-57,192 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 56,173
Change-56,173 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 47,116
Change-47,116 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 45,108
Change-45,108 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 42,153
Change-42,153 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 41,924
Change-41,924 (-100%)
Value—
Betterment LLC
N/A
Shares— from 41,020
Change-41,020 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 40,818
Change-40,818 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,204
Change-40,204 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 39,074
Change-39,074 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 38,528
Change-38,528 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 35,851
Change-35,851 (-100%)
Value—
Nwam LLC
N/A
Shares— from 33,830
Change-33,830 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 28,699
Change-28,699 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 26,063
Change-26,063 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 23,655
Change-23,655 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 23,355
Change-23,355 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 23,230
Change-23,230 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,717
Change-22,717 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 22,704
Change-22,704 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,743
Change-21,743 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 21,700
Change-21,700 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 20,938
Change-20,938 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 19,600
Change-19,600 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 17,284
Change-17,284 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16,803
Change-16,803 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 16,699
Change-16,699 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16,436
Change-16,436 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 15,670
Change-15,670 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,023
Change-15,023 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,022
Change-14,022 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,786
Change-13,786 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,656
Change-13,656 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 13,440
Change-13,440 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 13,407
Change-13,407 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 12,180
Change-12,180 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,979
Change-11,979 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,133
Change-11,133 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,096
Change-11,096 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,382
Change-10,382 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,189
Change-10,189 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 976
Change-976 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 670
Change-670 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 283
Change-283 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 159
Change-159 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED3,496,1363,099,211+396,925+13%$75.4M$97.1M+$21.7M2026-10-13
Citigroup Inc
DECREASED1,896,2002,121,200-225,000-11%$55.0M$54.7M-$337.5K2026-11-04
Boothe Investment Group, Inc.
INCREASED1,876,6121,741,958+134,654+8%$45.2M$54.1M+$8.9M2026-10-22
IAG Wealth Partners, LLC
INCREASED890,427821,040+69,387+8%$21.3M$25.7M+$4.4M2026-11-06
Independence Wealth Advisors, LLC
DECREASED832,782973,762-140,980-14%$25.3M$24.0M-$1.2M2026-10-29
LPL Financial LLC
DECREASED799,2701,475,530-676,260-46%$38.3M$23.1M-$15.2M2026-11-06
Assetmark, Inc
DECREASED619,689620,809-1,1200%$16.1M$17.9M+$1.8M2026-10-21
Beacon Capital Management, Inc.
INCREASED532,325528,537+3,788+1%$13.7M$15.4M+$1.6M2026-10-13
New York Life Investment Management LLC
INCREASED481,509434,277+47,232+11%$11.3M$13.9M+$2.6M2026-11-04
Truist Financial Corp
INCREASED468,130455,688+12,442+3%$11.8M$13.5M+$1.7M2026-10-30
OmniStar Financial Group, Inc.
INCREASED449,249424,076+25,173+6%$11.0M$13.0M+$2.0M2026-10-26
Ferguson Shapiro LLC
INCREASED418,536372,915+45,621+12%$9.7M$12.1M+$2.4M2026-10-16
Elevated Capital Advisors, LLC
INCREASED381,901360,978+20,923+6%$9.4M$11.0M+$1.7M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED323,998380,117-56,119-15%$9.9M$9.3K-$9.9M2026-11-02
Cowa, LLC
DECREASED273,625323,481-49,856-15%$8.4M$7.9M-$499.7K2026-10-30
Exchange Traded Concepts, LLC
INCREASED260,83078,171+182,659+234%$2.0M$7.5M+$5.5M2026-10-28
Longview Financial Advisors, Inc.
INCREASED243,004236,837+6,167+3%$6.1M$7.0M+$864.7K2026-10-09
Kestra Advisory Services, LLC
INCREASED236,380189,891+46,489+24%$4.9M$6.8M+$1.9M2026-11-02
Key Capital Management, Inc
INCREASED203,127195,557+7,570+4%$5.1M$5.9M+$785.4K2026-11-03
Philip James Wealth Mangement, LLC
DECREASED195,984198,784-2,800-1%$5.2M$5.7M+$495.7K2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED191,927183,712+8,215+4%$4.8M$5.6M+$873.4K2026-10-13
ALM First Financial Advisors, LLC
NEW190,286—+190,286——$5.5M—2026-10-13
Private Client Services, LLC
DECREASED177,270192,774-15,504-8%$5.0M$5.1M+$111.9K2026-10-02
Upper Left Wealth Management, LLC
INCREASED155,195125,785+29,410+23%$3.3M$4.5M+$1.2M2026-10-14
Fiduciary Alliance LLC
INCREASED153,540152,629+911+1%$4.0M$4.4M+$468.9K2026-10-13
Vise Technologies, Inc.
INCREASED151,341148,426+2,915+2%$3.9M$4.4M+$514.5K2026-10-29
Clear Creek Financial Management, LLC
DECREASED139,275140,430-1,155-1%$3.6M$4.0M+$373.9K2026-10-28
TriaGen Wealth Management LLC
INCREASED137,665126,953+10,712+8%$3.3M$4.0M+$677.1K2026-10-14
Howard Bailey Securities, LLC
DECREASED133,231139,542-6,311-5%$3.6M$3.8M+$222.7K2026-10-27
Dynamic Advisor Solutions LLC
INCREASED132,100130,771+1,329+1%$3.4M$3.8M+$417.6K2026-10-13
Atria Investments, Inc
INCREASED130,288128,615+1,673+1%$3.3M$3.8M+$421.2K2026-10-15
Financial Discovery Group Inc
INCREASED127,123124,445+2,678+2%$3.2M$3.7M+$438.1K2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
NEW121,790—+121,790——$3.5M—2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED112,645116,097-3,452-3%$3.0M$3.2M+$237.1K2026-10-26
SAX Wealth Advisors, LLC
NEW104,206—+104,206——$3.0M—2026-10-13
Sound Financial Strategies Group, LLC
UNCHANGED104,137104,13700%$2.7M$3.0M+$302.0K2026-10-30
Roan Capital Partners
INCREASED96,91096,417+493+1%$2.5M$2.8M+$293.8K2026-10-09
Kestra Investment Management, LLC
NEW93,045—+93,045——$2.7M—2026-11-04
Farther Finance Advisors, LLC
INCREASED91,56556,298+35,267+63%$1.5M$2.6M+$1.2M2026-10-08
Retirement Guys Formula LLC
INCREASED87,82777,492+10,335+13%$2.0M$2.5M+$522.8K2026-10-26
Professional Financial Advisors, LLC
INCREASED79,75577,564+2,191+3%$2.0M$2.3M+$288.1K2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED79,16599,648-20,483-21%$2.6M$2.3M-$301.8K2026-11-02
Global View Capital Management LLC
INCREASED78,53159,936+18,595+31%$1.6M$2.3M+$710.1K2026-10-28
Integrity Alliance, Llc.
DECREASED74,48380,151-5,668-7%$2.1M$2.1M+$69.0K2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED69,30660,461+8,845+15%$1.6M$2.0M+$430.4K2026-10-07
Blackston Financial Advisory Group, LLC
DECREASED57,61958,479-860-1%$1.5M$1.7M+$144.8K2026-11-04
FMA Wealth Management, LLC
DECREASED56,32256,469-1470%$1.5M$1.6M+$159.5K2026-10-21
Guilbault Capital LLC
INCREASED54,35417,850+36,504+205%$463.0K$1.6M+$1.1M2026-10-28
Claro Advisors Inc.
INCREASED52,50424,437+28,067+115%$633.9K$1.5M+$880.3K2026-11-02
Ascentis Wealth Management, LLC
DECREASED48,18857,185-8,997-16%$1.5M$1.4M-$93.6K2026-11-03
Money Concepts Capital Corp
INCREASED46,91346,898+15+0%$1.2M$1.4M+$136.4K2026-11-06
Compound Planning, Inc.
DECREASED45,453463,212-417,759-90%$12.0M$1.3M-$10.7M2026-11-05
Networth Advisors, LLC
INCREASED44,02541,351+2,674+6%$1.1M$1.3M+$197.0K2026-11-03
Fermata Advisors, LLC
INCREASED43,25241,438+1,814+4%$1.1M$1.2M+$172.5K2026-10-13
Brighton Jones LLC
INCREASED40,78240,221+561+1%$1.0M$1.2M+$132.8K2026-11-03
Whalen Wealth Management Inc.
NEW39,743—+39,743——$1.1M—2026-10-08
Aries Wealth Management
DECREASED39,62139,856-235-1%$1.0M$1.1M+$108.8K2026-10-23
Latitude Advisors, LLC
INCREASED39,50139,412+89+0%$1.0M$1.1M+$116.9K2026-10-27
Beacon Capital Management, LLC
DECREASED36,37757,700-21,323-37%$1.5M$1.0M-$447.6K2026-10-23
First Business Financial Services, Inc.
INCREASED36,18735,851+336+1%$930.0K$1.0M+$113.7K2026-10-29
Austin Wealth Management, LLC
DECREASED36,07760,424-24,347-40%$1.6M$1.1M-$578.4K2026-11-06
Independent Financial Group, LLC
DECREASED34,95136,035-1,084-3%$934.8K$1.0M+$73.2K2026-10-13
Iams Wealth Management, LLC
NEW33,899—+33,899——$977.6K—2026-10-15
Global Wealth Strategies & Associates
DECREASED33,29834,371-1,073-3%$891.6K$960.3K+$68.7K2026-10-02
Rede Wealth, LLC
INCREASED32,66328,426+4,237+15%$737.4K$942.0K+$204.6K2026-10-22
Mather Group, Llc.
DECREASED31,07349,706-18,633-37%$1.3M$896.1K-$393.2K2026-10-14
Financial Enhancement Group LLC
INCREASED29,89629,274+622+2%$759.4K$860.4K+$101.0K2026-10-08
Ignite Planners, LLC
INCREASED26,06121,258+4,803+23%$548.7K$751.6K+$202.9K2026-10-14
City Center Advisors, LLC
INCREASED23,92520,070+3,855+19%$520.6K$690.0K+$169.4K2026-10-08
Cap Partners, LLC
INCREASED23,81118,386+5,425+30%$476.9K$686.7K+$209.8K2026-10-19
Roman Butler Fullerton & Co
INCREASED23,59822,243+1,355+6%$591.2K$710.1K+$118.9K2026-10-27
Lloyd Advisory Services, Llc.
DECREASED23,42024,027-607-3%$623.3K$675.4K+$52.2K2026-11-02
Entrewealth, LLC
DECREASED23,37633,855-10,479-31%$882.3K$674.2K-$208.1K2026-10-14
Optivise Advisory Services LLC
INCREASED21,71320,200+1,513+7%$524.0K$626.2K+$102.2K2026-10-19
Wealthcare Advisory Partners LLC
DECREASED20,31877,059-56,741-74%$2.0M$586.0K-$1.4M2026-10-21
Partners Wealth Management, LLC
NEW20,016—+20,016——$577.3K—2026-10-28
Insight Wealth Strategies, LLC
INCREASED19,73219,428+304+2%$500.7K$569.1K+$68.4K2026-10-09
Andina Capital Management, LLC
INCREASED18,22117,202+1,019+6%$446.2K$525.5K+$79.3K2026-10-21
Cambridge Advisors Inc.
DECREASED18,08821,437-3,349-16%$556.1K$521.7K-$34.4K2026-10-19
Lanark Financial, Inc.
INCREASED18,0029,200+8,802+96%$238.6K$519.2K+$280.5K2026-10-26
Blueprint Financial Advisors LLC
DECREASED17,69018,145-455-3%$470.7K$510.2K+$39.5K2026-10-28
Blueprint Investment Partners LLC
DECREASED17,69018,145-455-3%$470.7K$510.2K+$39.5K2026-10-28
Stegent Equity Advisors, Inc.
NEW16,197—+16,197——$467.1K—2026-10-13
Keeler Thomas Management LLC
INCREASED15,91311,028+4,885+44%$286.1K$458.9K+$172.9K2026-10-29
XY Planning Network, Inc.
INCREASED15,5428,042+7,500+93%$208.6K$448.2K+$239.6K2026-10-14
MGO One Seven LLC
INCREASED14,74414,128+616+4%$366.5K$425.2K+$58.7K2026-10-28
Gaddis Premier Wealth Advisors LLC
NEW14,233—+14,233——$410.5K—2026-10-29
Creative Planning
INCREASED13,50613,355+151+1%$346.4K$389.5K+$43.1K2026-11-02
StoneX Group Inc.
INCREASED12,9568,852+4,104+46%$229.6K$373.7K+$144.0K2026-11-03
Omnitrust Wealth Management, Inc
NEW12,901—+12,901——$372.1K—2026-11-02
Apollon Wealth Management, LLC
DECREASED12,70651,114-38,408-75%$1.3M$366.4K-$959.5K2026-10-23
Koshinski Asset Management, Inc.
NEW12,339—+12,339——$355.9K—2026-10-29
Solstein Capital, LLC
UNCHANGED11,83611,83600%$307.0K$341.4K+$34.3K2026-11-02
Advisor OS, LLC
NEW11,802—+11,802——$340.4K—2026-11-03
Decker Retirement Planning Inc.
DECREASED11,06412,584-1,520-12%$326.4K$319.1K-$7.3K2026-10-19
Firestone Capital Management
UNCHANGED10,82010,82000%$280.7K$312.0K+$31.4K2026-11-03
Legacy Private Trust Co.
UNCHANGED10,00010,00000%$259.4K$288.4K+$29.0K2026-10-06
E&G Advisors, LLC
INCREASED9,9509,700+250+3%$251.6K$287.0K+$35.3K2026-10-13
Sowell Financial Services LLC
DECREASED9,870116,223-106,353-92%$3.0M$284.6K-$2.7M2026-10-23
Lewis Asset Management, LLC
DECREASED9,60410,300-696-7%$267.2K$277.0K+$9.8K2026-10-14
Able Wealth Management LLC
DECREASED9,38211,304-1,922-17%$293.2K$270.5K-$22.7K2026-10-13
Archford Capital Strategies, LLC
DECREASED9,0219,903-882-9%$256.9K$260.2K+$3.3K2026-10-19
Innovative Wealth Building LLC
INCREASED8,6038,453+150+2%$219.3K$248.1K+$28.8K2026-10-14
Choreo, LLC
INCREASED8,5337,822+711+9%$203.0K$246.1K+$43.1K2026-10-28
LifeWealth Investments, LLC
DECREASED7,9508,780-830-9%$227.8K$229.3K+$1.5K2026-10-21
PFG Advisors
DECREASED7,93420,176-12,242-61%$523.4K$228.8K-$294.6K2026-10-16
Independent Wealth Advisors LLC
NEW7,467—+7,467——$215.3K—2026-10-27
Worth Asset Management, LLC
NEW7,124—+7,124——$205.5K—2026-10-07
J.Safra Asset Management Corp
DECREASED6,3546,357-30%$164.9K$183.2K+$18.3K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED6,3126,594-282-4%$171.1K$182.0K+$11.0K2026-11-04
Ascentis Independent Advisors
NEW6,240—+6,240——$180.2K—2026-11-03
Belvedere Trading LLC
DECREASED2,9154,299-1,384-32%$111.5K$84.1K-$27.4K2026-11-05
Raleigh Capital Management Inc.
INCREASED2,8482,811+37+1%$72.9K$82.1K+$9.2K2026-10-28
IFP Advisors, Inc
DECREASED2,4483,312-864-26%$85.9K$70.6K-$15.3K2026-10-16
Allworth Financial LP
UNCHANGED1,4681,46800%$38.1K$38.1K$02026-11-06
Buck Wealth Strategies, LLC
DECREASED1,2951,389-94-7%$36.0K$37.3K+$1.3K2026-10-28
Montgomery Financial Services LLC
UNCHANGED1,2901,29000%$33.5K$37.2K+$3.7K2026-11-03
MidAtlantic Capital Management, Inc.
NEW1,017—+1,017——$29.3K—2026-11-05
Signature Equity Partners, LLC
INCREASED981966+15+2%$25.1K$28.3K+$3.2K2026-10-29
Evolution Wealth Management Inc.
UNCHANGED97997900%$25.4K$28.2K+$2.8K2026-10-28
Compass Financial Management LLC
DECREASED866995-129-13%$25.8K$25.0K-$8352026-10-30
Triumph Capital Management
UNCHANGED84584500%$21.9K$24.4K+$2.5K2026-10-14
Parallel Advisors, LLC
DECREASED591921-330-36%$23.9K$17.0K-$6.9K2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED52152100%$13.5K$15.0K+$1.5K2026-11-02
Clearstead Advisors, LLC
INCREASED420360+60+17%$9.3K$12.1K+$2.8K2026-11-06
Golden State Wealth Management, LLC
INCREASED370367+3+1%$9.5K$10.7K+$1.2K2026-11-02
POM Investment Strategies, LLC
DECREASED3393,527-3,188-90%$91.5K$9.8K-$81.7K2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED32332300%$8.4K$9.3K+$9372026-10-13
Simplex Trading, LLC
DECREASED3091,156-847-73%$30.0K$8.9K-$21.1K2026-11-04
Kingdom Financial Group Llc.
UNCHANGED22922900%$5.9K$6.6K+$6642026-11-04
JFS Wealth Advisors, LLC
DECREASED104435-331-76%$11.3K$3.0K-$8.3K2026-11-03
Nvwm, LLC
UNCHANGED10010000%$2.6K$2.9K+$2902026-10-14
SJS Investment Consulting Inc.
UNCHANGED686800%$1.8K$2.0K+$1982026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED636300%$1.6K$1.8K+$1832026-10-16
Russell Investments Group, Ltd.
NEW27—+27——$779—2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED8800%$208$231+$232026-11-05
Acumen Wealth Advisors, LLC
UNCHANGED5500%$130$145+$152026-11-05
Deane Retirement Strategies, Inc.
CLOSED0597,723-597,723-100%$15.5M$0-$15.5M2026-10-09
Abbington Investment Group
CLOSED0537,313-537,313-100%$13.9M$0-$13.9M2026-11-03
Altiora Financial Group, LLC
CLOSED0503,393-503,393-100%$13.1M$0-$13.1M2026-11-04
Peak Financial Advisors LLC
CLOSED0427,579-427,579-100%$11.1M$0-$11.1M2026-10-28
R. W. Roge & Company, Inc.
CLOSED073,959-73,959-100%$1.9M$0-$1.9M2026-11-04
Axxcess Wealth Management, LLC
CLOSED061,210-61,210-100%$1.6M$0-$1.6M2026-10-21
Commonwealth Equity Services, LLC
CLOSED033,869-33,869-100%$878.6K$0-$878.6K2026-11-02
Park Avenue Securities LLC
CLOSED025,293-25,293-100%$656.0K$0-$656.0K2026-10-26
Kennedy Investment Group, Inc.
CLOSED025,003-25,003-100%$648.6K$0-$648.6K2026-10-21
Prime Capital Investment Advisors, LLC
CLOSED018,584-18,584-100%$482.1K$0-$482.1K2026-10-20
Great Diamond Partners, LLC
CLOSED016,773-16,773-100%$435.1K$0-$435.1K2026-10-13
Watchman Group, Inc.
CLOSED014,589-14,589-100%$378.4K$0-$378.4K2026-10-16
Axim Planning & Wealth
CLOSED014,061-14,061-100%$364.7K$0-$364.7K2026-10-28
Advisor Resource Council
CLOSED011,874-11,874-100%$309.6K$0-$309.6K2026-11-05
D'Orazio & Associates, Inc.
CLOSED011,285-11,285-100%$292.7K$0-$292.7K2026-11-04
New Wave Wealth Advisors LLC
CLOSED010,715-10,715-100%$277.9K$0-$277.9K2026-10-19
Wedbush Securities Inc
CLOSED08,709-8,709-100%$226.0K$0-$226.0K2026-10-22
Signature Resources Capital Management, LLC
CLOSED0916-916-100%$23.8K$0-$23.8K2026-10-16
GFS Advisors, LLC
CLOSED0815-815-100%$7.1M$0-$7.1M2026-11-03
Private Trust Co NA
CLOSED0103-103-100%$2.7K$0-$2.7K2026-10-20
Cornerstone Planning Group LLC
CLOSED025-25-100%$698$0-$6982026-10-16
US Bancorp \de\
CLOSED01-1-100%$40$0-$402026-11-05
Bank of America Corp
N/A—5,171,126-5,171,126-100%$134.1M———
Envestnet Asset Management Inc
N/A—1,160,469-1,160,469-100%$30.1M———
AE Wealth Management LLC
N/A—1,001,267-1,001,267-100%$26.0M———
UBS Group AG
N/A—804,759-804,759-100%$20.9M———
Allie Family Office LLC
N/A—671,800-671,800-100%$174.3K———
HighTower Advisors, LLC
N/A—538,438-538,438-100%$14.0M———
Pasadena Private Wealth, LLC
N/A—512,694-512,694-100%$13.3M———
Fielder Capital Group LLC
N/A—486,636-486,636-100%$12.6M———
&partners
N/A—447,318-447,318-100%$11.5M———
Orion Porfolio Solutions, LLC
N/A—418,318-418,318-100%$10.9M———
Raymond James Financial Inc
N/A—410,108-410,108-100%$10.6M———
Osaic Holdings, Inc.
N/A—391,186-391,186-100%$10.1M———
Waterloo Capital, L.P.
N/A—387,215-387,215-100%$10.0M———
Theory Financial LLC
N/A—361,176-361,176-100%$9.4M———
Northwestern Mutual Wealth Management Co
N/A—340,142-340,142-100%$8.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—324,827-324,827-100%$8.4M———
Clark Capital Management Group, Inc.
N/A—308,885-308,885-100%$8.0M———
Wells Fargo & Company
N/A—279,828-279,828-100%$7.3M———
Aspen Wealth Strategies, LLC
N/A—266,834-266,834-100%$6.9M———
Morgan Stanley
N/A—223,166-223,166-100%$5.8M———
MML Investors Services, LLC
N/A—218,703-218,703-100%$5.7M———
Belpointe Asset Management LLC
N/A—195,637-195,637-100%$5.1M———
CSS LLC
N/A—193,879-193,879-100%$5.0M———
MAI Capital Management
N/A—183,640-183,640-100%$4.8M———
Stifel Financial Corp
N/A—167,661-167,661-100%$4.3M———
IFG Advisory, LLC
N/A—161,765-161,765-100%$4.2M———
Private Advisor Group, LLC
N/A—137,928-137,928-100%$3.6M———
Royal Bank of Canada
N/A—126,178-126,178-100%$3.3M———
Cumberland Partners Ltd
N/A—125,198-125,198-100%$3.2M———
CreativeOne Wealth, LLC
N/A—121,033-121,033-100%$3.1M———
Manning & Napier Advisors LLC
N/A—115,501-115,501-100%$3.0M———
FSA Advisors, Inc.
N/A—110,420-110,420-100%$2.9M———
Sanctuary Advisors, LLC
N/A—106,990-106,990-100%$2.8M———
Cambria Investment Management, L.P.
N/A—99,307-99,307-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—96,704-96,704-100%$2.5M———
Stratos Investment Management, LLC
N/A—96,346-96,346-100%$2.5M———
Ameritas Advisory Services, LLC
N/A—94,184-94,184-100%$2.4M———
Empirical Asset Management, LLC
N/A—92,415-92,415-100%$2.4M———
Baird Financial Group, Inc.
N/A—84,463-84,463-100%$2.2M———
Capital Financial Group Inc\co\
N/A—78,931-78,931-100%$2.0M———
PMV Capital Advisers, LLC
N/A—75,962-75,962-100%$2.0M———
Authentikos Wealth Advisory, LLC
N/A—71,678-71,678-100%$1.9M———
Proficio Capital Partners LLC
N/A—68,581-68,581-100%$1.8M———
Principal Securities, Inc.
N/A—62,185-62,185-100%$1.6M———
Sharp Wealth Advisory, LLC
N/A—61,925-61,925-100%$1.6M———
Darwin Wealth Management, LLC
N/A—61,209-61,209-100%$1.6M———
Bank of Nova Scotia
N/A—60,600-60,600-100%$1.6M———
Arrowroot Family Office, LLC
N/A—60,203-60,203-100%$1.6M———
Magnolia Private Wealth, LLC
N/A—59,357-59,357-100%$1.5M———
Delta Investment Management, LLC
N/A—57,192-57,192-100%$1.5M———
Jane Street Group, LLC
N/A—56,173-56,173-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—47,116-47,116-100%$1.2M———
Bank of Montreal
N/A—45,108-45,108-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—42,153-42,153-100%$1.1M———
PFG Investments, LLC
N/A—41,924-41,924-100%$1.1M———
Betterment LLC
N/A—41,020-41,020-100%$1.1M———
WCG Wealth Advisors LLC
N/A—40,818-40,818-100%$1.1M———
Advisory Services Network, LLC
N/A—40,204-40,204-100%$1.0M———
Secured Retirement Advisors, LLC
N/A—39,074-39,074-100%$1.0M———
Legacy Capital Group California, Inc.
N/A—38,528-38,528-100%$999.4K———
Summit Financial, LLC
N/A—35,851-35,851-100%$930.0K———
Nwam LLC
N/A—33,830-33,830-100%$877.6K———
Goldman Sachs Group Inc
N/A—28,699-28,699-100%$744.5K———
SHP Wealth Management
N/A—26,063-26,063-100%$676.1K———
Luminist Capital LLC
N/A—23,655-23,655-100%$594.1K———
Advisors Preferred, LLC
N/A—23,355-23,355-100%$600.0K———
Hilltop Holdings Inc.
N/A—23,230-23,230-100%$602.6K———
National Bank of Canada
N/A—22,717-22,717-100%$587.9K———
GWN Securities Inc.
N/A—22,704-22,704-100%$588.9K———
AQR Capital Management LLC
N/A—21,743-21,743-100%$564.0K———
Flow Traders U.S. LLC
N/A—21,700-21,700-100%$563.0K———
Tidal Investments LLC
N/A—20,938-20,938-100%$543.1K———
Marex Group Ltd
N/A—19,600-19,600-100%$508.4K———
Legacy Wealth Managment, LLC
N/A—17,284-17,284-100%$448.3K———
Fiduciary Financial Advisors
N/A—16,803-16,803-100%$434.9K———
Signet Private Wealth LLC
N/A—16,699-16,699-100%$433.2K———
Composition Wealth, LLC
N/A—16,436-16,436-100%$426.4K———
Caerus Investment Advisors, LLC
N/A—15,670-15,670-100%$406.5K———
Global Retirement Partners, LLC
N/A—15,023-15,023-100%$389.7K———
Beacon Pointe Advisors, LLC
N/A—14,469-14,469-100%$375.3K———
Ausdal Financial Partners, Inc.
N/A—14,022-14,022-100%$363.7K———
Susquehanna International Group, LLP
N/A—13,786-13,786-100%$357.6K———
Rockefeller Capital Management L.P.
N/A—13,656-13,656-100%$354.3K———
Orcam Financial Group
N/A—13,440-13,440-100%$348.6K———
Strive Financial Group,LLC
N/A—13,407-13,407-100%$347.8K———
Ethos Financial Group, LLC
N/A—12,180-12,180-100%$332.9K———
Cary Street Partners Financial LLC
N/A—11,979-11,979-100%$310.7K———
JPMorgan Chase & Co
N/A—11,530-11,530-100%$299.5K———
IHT Wealth Management, LLC
N/A—11,133-11,133-100%$288.8K———
GeoWealth Management, LLC
N/A—11,096-11,096-100%$287.8K———
Resurgent Financial Advisors LLC
N/A—10,884-10,884-100%$282.3K———
Genesis Wealth Advisors, LLC
N/A—10,766-10,766-100%$279.3K———
Advyzon Investment Management, LLC
N/A—10,382-10,382-100%$269.3K———
Cetera Investment Advisers
N/A—10,189-10,189-100%$264.3K———
Independent Advisor Alliance
N/A—9,650-9,650-100%$250.3K———
Mutual Advisors, LLC
N/A—8,812-8,812-100%$228.6K———
BFC Planning, Inc.
N/A—3,343-3,343-100%$86.7K———
Continuum Advisory, LLC
N/A—3,299-3,299-100%$85.6K———
Ankerstar Wealth, LLC
N/A—2,932-2,932-100%$76.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,766-1,766-100%$45.8K———
Jones Financial Companies Lllp
N/A—1,194-1,194-100%$30.9K———
Federation des caisses Desjardins du Quebec
N/A—976-976-100%$25.3K———
NewEdge Advisors, LLC
N/A—700-700-100%$18.2K———
Geneos Wealth Management Inc.
N/A—670-670-100%$17.4K———
Harbour Investments, Inc.
N/A—605-605-100%$15.7K———
IMA Advisory Services, Inc.
N/A—400-400-100%$10.4K———
SouthState Bank Corp
N/A—283-283-100%$7.3K———
Mpwm Advisory Solutions, LLC
N/A—236-236-100%$6.1K———
Arax Advisory Partners
N/A—159-159-100%$4.1K———
Capital Advisor Network LLC
N/A—25-25-100%$649———
Showing 269 of 269 institutions