Suburban Propane Partners LP (SPH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Alps Advisors Inc

INCREASED

Shares15,353,307 from 14,720,155

Change+633,152 (+4%)

Value$252.4M (+$693.7K)

Filed 2026-11-03

Fractal Investments LLC

UNCHANGED

Shares214,864 from 214,864

Change0 (0%)

Value$3.5M (-$141.8K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares211,115 from 205,071

Change+6,044 (+3%)

Value$3.5M (-$36.0K)

Filed 2026-11-02

Lido Advisors, LLC

INCREASED

Shares202,326 from 202,235

Change+91 (+0%)

Value$3.3M (-$132.0K)

Filed 2026-11-04

Levin Capital Strategies, L.P.

DECREASED

Shares141,532 from 145,722

Change-4,190 (-3%)

Value$2.3M (-$165.1K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares111,751 from 86,676

Change+25,075 (+29%)

Value$1.8K (-$1.5M)

Filed 2026-11-02

Smith Asset Management Co., LLC

DECREASED

Shares40,920 from 41,451

Change-531 (-1%)

Value$672.7K (-$36.1K)

Filed 2026-10-16

Creative Planning

INCREASED

Shares35,381 from 33,979

Change+1,402 (+4%)

Value$581.7K (+$618)

Filed 2026-11-02

Lynx Capital Group LTD

UNCHANGED

Shares31,844 from 31,844

Change0 (0%)

Value$523.5K (-$21.0K)

Filed 2026-11-04

Shrier Wealth Management, LLC

INCREASED

Shares31,254 from 30,862

Change+392 (+1%)

Value$513.8K (-$13.9K)

Filed 2026-10-20

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares26,300 from 26,300

Change0 (0%)

Value$432.4K (-$17.4K)

Filed 2026-11-04

Greenup Street Wealth Management LLC

INCREASED

Shares24,706 from 21,706

Change+3,000 (+14%)

Value$406.2K (+$35.0K)

Filed 2026-10-28

State of Wyoming

INCREASED

Shares23,787 from 16,852

Change+6,935 (+41%)

Value$391.1K (+$102.9K)

Filed 2026-10-28

Clearwave Capital, LLC

INCREASED

Shares21,945 from 21,423

Change+522 (+2%)

Value$360.8K (-$5.6K)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares17,434 from 15,025

Change+2,409 (+16%)

Value$286.6K (+$29.7K)

Filed 2026-11-02

October Effect Ltd

UNCHANGED

Shares16,900 from 16,900

Change0 (0%)

Value$277.8K (-$11.2K)

Filed 2026-10-20

Kestra Private Wealth Services, LLC

UNCHANGED

Shares16,033 from 16,033

Change0 (0%)

Value$263.6K (-$10.6K)

Filed 2026-10-30

Cherokee Insurance Co

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$263.0K (-$10.6K)

Filed 2026-11-05

Aspire Private Capital, LLC

INCREASED

Shares15,576 from 15,473

Change+103 (+1%)

Value$256.1K (-$8.5K)

Filed 2026-11-05

Arrow Investment Advisors, LLC

INCREASED

Shares14,463 from 11,291

Change+3,172 (+28%)

Value$237.8K (+$44.7K)

Filed 2026-11-02

Secure Asset Management, LLC

INCREASED

Shares14,160 from 13,427

Change+733 (+5%)

Value$232.8K (+$3.2K)

Filed 2026-10-19

Independent Financial Group, LLC

DECREASED

Shares13,629 from 15,134

Change-1,505 (-10%)

Value$224.1K (-$34.7K)

Filed 2026-10-13

WealthCare Investment Partners, LLC

INCREASED

Shares13,082 from 12,846

Change+236 (+2%)

Value$215.1K (-$4.6K)

Filed 2026-11-05

Koshinski Asset Management, Inc.

INCREASED

Shares13,000 from 12,000

Change+1,000 (+8%)

Value$213.7K (+$8.5K)

Filed 2026-10-29

KFG LLC

NEW

Shares12,192

Change+12,192

Value$200.4K

Filed 2026-11-02

Concurrent Investment Advisors, LLC

NEW

Shares11,572

Change+11,572

Value$190.2K

Filed 2026-10-16

Archer Investment Corp

UNCHANGED

Shares11,150 from 11,150

Change0 (0%)

Value$183.3K (-$7.4K)

Filed 2026-11-05

Spirit of America Management Corp

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$131.5K (-$5.3K)

Filed 2026-10-14

Bokf, NA

UNCHANGED

Shares5,883 from 5,883

Change0 (0%)

Value$96.7K (-$3.9K)

Filed 2026-10-27

William Mack & Associates, Inc.

NEW

Shares5,616

Change+5,616

Value$92.3K

Filed 2026-10-27

Advocate Investing Services LLC

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$90.4K (-$3.6K)

Filed 2026-10-26

Farmers & Merchants Trust Co of Chambersburg PA

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$82 (-$85.9K)

Filed 2026-10-14

Princeton Global Asset Management LLC

INCREASED

Shares4,757 from 4,748

Change+9 (+0%)

Value$78.2K (-$3.0K)

Filed 2026-10-21

Trust Co of Toledo NA

UNCHANGED

Shares4,556 from 4,556

Change0 (0%)

Value$74.9K (-$3.0K)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares4,100

Change+4,100

Value$67.4K

Filed 2026-10-21

Spire Wealth Management

UNCHANGED

Shares2,389 from 2,389

Change0 (0%)

Value$39.3K (-$1.6K)

Filed 2026-10-30

Vision Financial Markets LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$32.8K (-$2.0K)

Filed 2026-10-22

Triumph Capital Management

UNCHANGED

Shares1,920 from 1,920

Change0 (0%)

Value$31.6K (-$1.3K)

Filed 2026-10-14

Compass Financial Management LLC

INCREASED

Shares1,597 from 1,593

Change+4 (+0%)

Value$26.3K (-$2.5K)

Filed 2026-10-30

Latitude Advisors, LLC

NEW

Shares1,500

Change+1,500

Value$24.7K

Filed 2026-10-27

Compass Wealth Management LLC

NEW

Shares1,500

Change+1,500

Value$24.7K

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares1,450 from 1,813

Change-363 (-20%)

Value$23.8K (-$7.2K)

Filed 2026-10-08

Central Trust Co

UNCHANGED

Shares1,275 from 1,275

Change0 (0%)

Value$21.0K (-$842)

Filed 2026-11-05

Kelleher Financial Advisors

INCREASED

Shares1,266 from 982

Change+284 (+29%)

Value$20.8K (+$4.0K)

Filed 2026-10-30

Dorato Capital Management

INCREASED

Shares1,192 from 1,171

Change+21 (+2%)

Value$20.2K (-$641)

Filed 2026-10-08

PFS Partners, LLC

UNCHANGED

Shares1,118 from 1,118

Change0 (0%)

Value$18.4K (-$738)

Filed 2026-10-21

Costello Asset Management, Inc

INCREASED

Shares1,025 from 1,006

Change+19 (+2%)

Value$16.8K (-$360)

Filed 2026-10-30

Highline Wealth Partners LLC

DECREASED

Shares1,000 from 2,000

Change-1,000 (-50%)

Value$16.4K (-$17.8K)

Filed 2026-10-19

Lanark Financial, Inc.

UNCHANGED

Shares772 from 772

Change0 (0%)

Value$12.7K (-$509)

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$9.9K (-$396)

Filed 2026-10-16

Signaturefd, LLC

INCREASED

Shares501 from 450

Change+51 (+11%)

Value$8.2K (+$535)

Filed 2026-10-23

Barrett & Company, Inc.

NEW

Shares400

Change+400

Value$6.6K

Filed 2026-10-22

MB, Levis & Associates, LLC

INCREASED

Shares230 from 226

Change+4 (+2%)

Value$3.8K (-$81)

Filed 2026-10-16

Markowski Investments

UNCHANGED

Shares217 from 217

Change0 (0%)

Value$3.6K (-$144)

Filed 2026-10-30

Main Street Group, LTD

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$3.3K (-$132)

Filed 2026-10-28

Montag A & Associates Inc

UNCHANGED

Shares166 from 166

Change0 (0%)

Value$2.7K (-$109)

Filed 2026-10-29

Cornerstone National Bank & Trust Co

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$1.8K (-$109)

Filed 2026-10-20

Nfsg Corp

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$526 (-$21)

Filed 2026-10-15

Parallel Advisors, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$444 (-$18)

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares2

Change+2

Value$33

Filed 2026-10-19

Wealthstar Advisors, LLC

CLOSED

Shares0 from 34,162

Change-34,162 (-100%)

Value$0 (-$584.2K)

Filed 2026-10-19

Legacy Financial Strategies, LLC

CLOSED

Shares0 from 14,000

Change-14,000 (-100%)

Value$0 (-$239.4K)

Filed 2026-10-15

Founders Capital Management

CLOSED

Shares0 from 677

Change-677 (-100%)

Value$0 (-$11.6K)

Filed 2026-10-13

NBT Bank, N.A.

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$5.1K)

Filed 2026-10-21

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,528,873

Change-4,528,873 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,578,662

Change-1,578,662 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,431,306

Change-1,431,306 (-100%)

Value—

Bowen Hanes & Co Inc

N/A

Shares— from 1,016,000

Change-1,016,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 636,887

Change-636,887 (-100%)

Value—

UBS Group AG

N/A

Shares— from 514,190

Change-514,190 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 421,332

Change-421,332 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 269,539

Change-269,539 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 212,633

Change-212,633 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 158,658

Change-158,658 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 151,620

Change-151,620 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 150,869

Change-150,869 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 138,979

Change-138,979 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 83,141

Change-83,141 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 82,358

Change-82,358 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 68,476

Change-68,476 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 67,297

Change-67,297 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 66,223

Change-66,223 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 64,972

Change-64,972 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 61,006

Change-61,006 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 54,589

Change-54,589 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 54,066

Change-54,066 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 53,815

Change-53,815 (-100%)

Value—

SageGuard Financial Group, LLC

N/A

Shares— from 52,879

Change-52,879 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 51,854

Change-51,854 (-100%)

Value—

ING Groep NV

N/A

Shares— from 51,600

Change-51,600 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 46,597

Change-46,597 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 46,546

Change-46,546 (-100%)

Value—

Evercore Wealth Management, LLC

N/A

Shares— from 45,438

Change-45,438 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 44,279

Change-44,279 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 36,914

Change-36,914 (-100%)

Value—

Park Circle Co

N/A

Shares— from 33,000

Change-33,000 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 28,125

Change-28,125 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 26,222

Change-26,222 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,640

Change-21,640 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 19,827

Change-19,827 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 18,904

Change-18,904 (-100%)

Value—

Permanent Capital Management, LP

N/A

Shares— from 18,114

Change-18,114 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,959

Change-17,959 (-100%)

Value—

Blair William & Co

N/A

Shares— from 16,665

Change-16,665 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 16,511

Change-16,511 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 15,337

Change-15,337 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 15,097

Change-15,097 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 14,500

Change-14,500 (-100%)

Value—

&partners

N/A

Shares— from 14,421

Change-14,421 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,255

Change-14,255 (-100%)

Value—

Wealth Advisors of Tampa Bay, LLC

N/A

Shares— from 13,455

Change-13,455 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 13,365

Change-13,365 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,895

Change-12,895 (-100%)

Value—

Commerce Bank

N/A

Shares— from 12,171

Change-12,171 (-100%)

Value—

Viaable, LLC

N/A

Shares— from 12,169

Change-12,169 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 11,270

Change-11,270 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 11,080

Change-11,080 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 10,666

Change-10,666 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 10,511

Change-10,511 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 9,684

Change-9,684 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 7,476

Change-7,476 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,300

Change-7,300 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 5,792

Change-5,792 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 5,145

Change-5,145 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,750

Change-4,750 (-100%)

Value—

Barclays PLC

N/A

Shares— from 3,090

Change-3,090 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,561

Change-2,561 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 2,151

Change-2,151 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 2,121

Change-2,121 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,896

Change-1,896 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 1,311

Change-1,311 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 1,052

Change-1,052 (-100%)

Value—

Community Bank, N.A.

N/A

Shares— from 660

Change-660 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 657

Change-657 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 646

Change-646 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 481

Change-481 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 259

Change-259 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 201

Change-201 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 175

Change-175 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 165

Change-165 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 132

Change-132 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 100

Change-100 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 61

Change-61 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 54

Change-54 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

	Status
Alps Advisors Inc	INCREASED	15,353,307	14,720,155	+633,152	+4%	$251.7M	$252.4M	+$693.7K	2026-11-03
Fractal Investments LLC	UNCHANGED	214,864	214,864	0	0%	$3.7M	$3.5M	-$141.8K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	211,115	205,071	+6,044	+3%	$3.5M	$3.5M	-$36.0K	2026-11-02
Lido Advisors, LLC	INCREASED	202,326	202,235	+91	+0%	$3.5M	$3.3M	-$132.0K	2026-11-04
Levin Capital Strategies, L.P.	DECREASED	141,532	145,722	-4,190	-3%	$2.5M	$2.3M	-$165.1K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	111,751	86,676	+25,075	+29%	$1.5M	$1.8K	-$1.5M	2026-11-02
Smith Asset Management Co., LLC	DECREASED	40,920	41,451	-531	-1%	$708.8K	$672.7K	-$36.1K	2026-10-16
Creative Planning	INCREASED	35,381	33,979	+1,402	+4%	$581.0K	$581.7K	+$618	2026-11-02
Lynx Capital Group LTD	UNCHANGED	31,844	31,844	0	0%	$544.5K	$523.5K	-$21.0K	2026-11-04
Shrier Wealth Management, LLC	INCREASED	31,254	30,862	+392	+1%	$527.7K	$513.8K	-$13.9K	2026-10-20
Allspring Global Investments Holdings, LLC	UNCHANGED	26,300	26,300	0	0%	$449.7K	$432.4K	-$17.4K	2026-11-04
Greenup Street Wealth Management LLC	INCREASED	24,706	21,706	+3,000	+14%	$371.2K	$406.2K	+$35.0K	2026-10-28
State of Wyoming	INCREASED	23,787	16,852	+6,935	+41%	$288.2K	$391.1K	+$102.9K	2026-10-28
Clearwave Capital, LLC	INCREASED	21,945	21,423	+522	+2%	$366.3K	$360.8K	-$5.6K	2026-10-27
Kestra Advisory Services, LLC	INCREASED	17,434	15,025	+2,409	+16%	$256.9K	$286.6K	+$29.7K	2026-11-02
October Effect Ltd	UNCHANGED	16,900	16,900	0	0%	$289.0K	$277.8K	-$11.2K	2026-10-20
Kestra Private Wealth Services, LLC	UNCHANGED	16,033	16,033	0	0%	$274.2K	$263.6K	-$10.6K	2026-10-30
Cherokee Insurance Co	UNCHANGED	16,000	16,000	0	0%	$273.6K	$263.0K	-$10.6K	2026-11-05
Aspire Private Capital, LLC	INCREASED	15,576	15,473	+103	+1%	$264.6K	$256.1K	-$8.5K	2026-11-05
Arrow Investment Advisors, LLC	INCREASED	14,463	11,291	+3,172	+28%	$193.1K	$237.8K	+$44.7K	2026-11-02
Secure Asset Management, LLC	INCREASED	14,160	13,427	+733	+5%	$229.6K	$232.8K	+$3.2K	2026-10-19
Independent Financial Group, LLC	DECREASED	13,629	15,134	-1,505	-10%	$258.8K	$224.1K	-$34.7K	2026-10-13
WealthCare Investment Partners, LLC	INCREASED	13,082	12,846	+236	+2%	$219.7K	$215.1K	-$4.6K	2026-11-05
Koshinski Asset Management, Inc.	INCREASED	13,000	12,000	+1,000	+8%	$205.2K	$213.7K	+$8.5K	2026-10-29
KFG LLC	NEW	12,192	—	+12,192	—	—	$200.4K	—	2026-11-02
Concurrent Investment Advisors, LLC	NEW	11,572	—	+11,572	—	—	$190.2K	—	2026-10-16
Archer Investment Corp	UNCHANGED	11,150	11,150	0	0%	$190.7K	$183.3K	-$7.4K	2026-11-05
Spirit of America Management Corp	UNCHANGED	8,000	8,000	0	0%	$136.8K	$131.5K	-$5.3K	2026-10-14
Bokf, NA	UNCHANGED	5,883	5,883	0	0%	$100.6K	$96.7K	-$3.9K	2026-10-27
William Mack & Associates, Inc.	NEW	5,616	—	+5,616	—	—	$92.3K	—	2026-10-27
Advocate Investing Services LLC	UNCHANGED	5,500	5,500	0	0%	$94.1K	$90.4K	-$3.6K	2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA	UNCHANGED	5,000	5,000	0	0%	$86.0K	$82	-$85.9K	2026-10-14
Princeton Global Asset Management LLC	INCREASED	4,757	4,748	+9	+0%	$81.2K	$78.2K	-$3.0K	2026-10-21
Trust Co of Toledo NA	UNCHANGED	4,556	4,556	0	0%	$77.9K	$74.9K	-$3.0K	2026-10-16
Root Financial Partners, LLC	NEW	4,100	—	+4,100	—	—	$67.4K	—	2026-10-21
Spire Wealth Management	UNCHANGED	2,389	2,389	0	0%	$40.9K	$39.3K	-$1.6K	2026-10-30
Vision Financial Markets LLC	UNCHANGED	2,000	2,000	0	0%	$34.8K	$32.8K	-$2.0K	2026-10-22
Triumph Capital Management	UNCHANGED	1,920	1,920	0	0%	$32.8K	$31.6K	-$1.3K	2026-10-14
Compass Financial Management LLC	INCREASED	1,597	1,593	+4	+0%	$28.8K	$26.3K	-$2.5K	2026-10-30
Latitude Advisors, LLC	NEW	1,500	—	+1,500	—	—	$24.7K	—	2026-10-27
Compass Wealth Management LLC	NEW	1,500	—	+1,500	—	—	$24.7K	—	2026-10-22
Farther Finance Advisors, LLC	DECREASED	1,450	1,813	-363	-20%	$31.0K	$23.8K	-$7.2K	2026-10-08
Central Trust Co	UNCHANGED	1,275	1,275	0	0%	$21.8K	$21.0K	-$842	2026-11-05
Kelleher Financial Advisors	INCREASED	1,266	982	+284	+29%	$16.8K	$20.8K	+$4.0K	2026-10-30
Dorato Capital Management	INCREASED	1,192	1,171	+21	+2%	$20.9K	$20.2K	-$641	2026-10-08
PFS Partners, LLC	UNCHANGED	1,118	1,118	0	0%	$19.1K	$18.4K	-$738	2026-10-21
Costello Asset Management, Inc	INCREASED	1,025	1,006	+19	+2%	$17.2K	$16.8K	-$360	2026-10-30
Highline Wealth Partners LLC	DECREASED	1,000	2,000	-1,000	-50%	$34.2K	$16.4K	-$17.8K	2026-10-19
Lanark Financial, Inc.	UNCHANGED	772	772	0	0%	$13.2K	$12.7K	-$509	2026-10-26
IFP Advisors, Inc	UNCHANGED	600	600	0	0%	$10.3K	$9.9K	-$396	2026-10-16
Signaturefd, LLC	INCREASED	501	450	+51	+11%	$7.7K	$8.2K	+$535	2026-10-23
Barrett & Company, Inc.	NEW	400	—	+400	—	—	$6.6K	—	2026-10-22
MB, Levis & Associates, LLC	INCREASED	230	226	+4	+2%	$3.9K	$3.8K	-$81	2026-10-16
Markowski Investments	UNCHANGED	217	217	0	0%	$3.7K	$3.6K	-$144	2026-10-30
Main Street Group, LTD	UNCHANGED	200	200	0	0%	$3.4K	$3.3K	-$132	2026-10-28
Montag A & Associates Inc	UNCHANGED	166	166	0	0%	$2.8K	$2.7K	-$109	2026-10-29
Cornerstone National Bank & Trust Co	UNCHANGED	108	108	0	0%	$1.9K	$1.8K	-$109	2026-10-20
Nfsg Corp	UNCHANGED	32	32	0	0%	$547	$526	-$21	2026-10-15
Parallel Advisors, LLC	UNCHANGED	27	27	0	0%	$462	$444	-$18	2026-11-03
UMB Private Wealth Management, LLC	NEW	2	—	+2	—	—	$33	—	2026-10-19
Wealthstar Advisors, LLC	CLOSED	0	34,162	-34,162	-100%	$584.2K	$0	-$584.2K	2026-10-19
Legacy Financial Strategies, LLC	CLOSED	0	14,000	-14,000	-100%	$239.4K	$0	-$239.4K	2026-10-15
Founders Capital Management	CLOSED	0	677	-677	-100%	$11.6K	$0	-$11.6K	2026-10-13
NBT Bank, N.A.	CLOSED	0	300	-300	-100%	$5.1K	$0	-$5.1K	2026-10-21
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,528,873	-4,528,873	-100%	$77.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,578,662	-1,578,662	-100%	$27.0M	—	—	—
JPMorgan Chase & Co	N/A	—	1,431,306	-1,431,306	-100%	$25.0M	—	—	—
Bowen Hanes & Co Inc	N/A	—	1,016,000	-1,016,000	-100%	$20.0M	—	—	—
Morgan Stanley	N/A	—	636,887	-636,887	-100%	$10.9M	—	—	—
UBS Group AG	N/A	—	514,190	-514,190	-100%	$8.8M	—	—	—
Blackstone Inc.	N/A	—	421,332	-421,332	-100%	$7.2M	—	—	—
Jane Street Group, LLC	N/A	—	269,539	-269,539	-100%	$4.6M	—	—	—
Raymond James Financial Inc	N/A	—	212,633	-212,633	-100%	$3.6M	—	—	—
HRT Financial LP	N/A	—	158,658	-158,658	-100%	$2.7M	—	—	—
LPL Financial LLC	N/A	—	151,620	-151,620	-100%	$2.6M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	150,869	-150,869	-100%	$2.6M	—	—	—
Citadel Advisors LLC	N/A	—	138,979	-138,979	-100%	$2.4M	—	—	—
Wells Fargo & Company	N/A	—	83,141	-83,141	-100%	$1.4M	—	—	—
Private Advisor Group, LLC	N/A	—	82,358	-82,358	-100%	$1.4M	—	—	—
Federated Hermes, Inc.	N/A	—	68,476	-68,476	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	67,297	-67,297	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	66,223	-66,223	-100%	$1.1M	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	64,972	-64,972	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	61,006	-61,006	-100%	$1.0M	—	—	—
Mariner, LLC	N/A	—	54,589	-54,589	-100%	$933.5K	—	—	—
Summit Financial, LLC	N/A	—	54,066	-54,066	-100%	$924.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	53,815	-53,815	-100%	$920.0K	—	—	—
SageGuard Financial Group, LLC	N/A	—	52,879	-52,879	-100%	$904.2K	—	—	—
Pathstone Holdings, LLC	N/A	—	51,854	-51,854	-100%	$886.7K	—	—	—
ING Groep NV	N/A	—	51,600	-51,600	-100%	$882.4K	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	46,597	-46,597	-100%	$796.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	46,546	-46,546	-100%	$795.9K	—	—	—
Evercore Wealth Management, LLC	N/A	—	45,438	-45,438	-100%	$777.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	44,279	-44,279	-100%	$757.2K	—	—	—
Icon Advisers Inc	N/A	—	36,914	-36,914	-100%	$631.2K	—	—	—
Park Circle Co	N/A	—	33,000	-33,000	-100%	$564.6K	—	—	—
Stifel Financial Corp	N/A	—	28,125	-28,125	-100%	$480.9K	—	—	—
Aristides Capital LLC	N/A	—	26,222	-26,222	-100%	$448.4K	—	—	—
Royal Bank of Canada	N/A	—	21,640	-21,640	-100%	$370.0K	—	—	—
Jump Financial, LLC	N/A	—	19,827	-19,827	-100%	$339.0K	—	—	—
Virtu Financial LLC	N/A	—	18,904	-18,904	-100%	$323.0K	—	—	—
Permanent Capital Management, LP	N/A	—	18,114	-18,114	-100%	$309.7K	—	—	—
XTX Topco Ltd	N/A	—	17,959	-17,959	-100%	$307.1K	—	—	—
Blair William & Co	N/A	—	16,665	-16,665	-100%	$285.0K	—	—	—
Tidal Investments LLC	N/A	—	16,511	-16,511	-100%	$282.3K	—	—	—
AE Wealth Management LLC	N/A	—	15,337	-15,337	-100%	$262.3K	—	—	—
Advisory Services Network, LLC	N/A	—	15,097	-15,097	-100%	$258.2K	—	—	—
Neuberger Berman Group LLC	N/A	—	14,500	-14,500	-100%	$248.0K	—	—	—
&partners	N/A	—	14,421	-14,421	-100%	$246.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,255	-14,255	-100%	$247.9K	—	—	—
Wealth Advisors of Tampa Bay, LLC	N/A	—	13,455	-13,455	-100%	$230.1K	—	—	—
Captrust Financial Advisors	N/A	—	13,365	-13,365	-100%	$228.5K	—	—	—
HighTower Advisors, LLC	N/A	—	12,895	-12,895	-100%	$220.5K	—	—	—
Commerce Bank	N/A	—	12,171	-12,171	-100%	$208.1K	—	—	—
Viaable, LLC	N/A	—	12,169	-12,169	-100%	$211.7K	—	—	—
LRI Investments, LLC	N/A	—	11,270	-11,270	-100%	$192.7K	—	—	—
Oxbow Advisors, LLC	N/A	—	11,080	-11,080	-100%	$189.5K	—	—	—
Ethos Financial Group, LLC	N/A	—	10,666	-10,666	-100%	$182.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	10,511	-10,511	-100%	$179.8K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	9,684	-9,684	-100%	$165.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	7,476	-7,476	-100%	$127.8K	—	—	—
Harbour Investments, Inc.	N/A	—	7,300	-7,300	-100%	$124.8K	—	—	—
Ares Systematic Credit Ltd	N/A	—	5,792	-5,792	-100%	$99.0K	—	—	—
Allworth Financial LP	N/A	—	5,145	-5,145	-100%	$88.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,750	-4,750	-100%	$81.2K	—	—	—
Barclays PLC	N/A	—	3,090	-3,090	-100%	$52.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,561	-2,561	-100%	$43.8K	—	—	—
Truvestments Capital LLC	N/A	—	2,200	-2,200	-100%	$37.6K	—	—	—
Group One Trading LLC	N/A	—	2,151	-2,151	-100%	$36.8K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	2,121	-2,121	-100%	$37.9K	—	—	—
BFC Planning, Inc.	N/A	—	2,000	-2,000	-100%	$34.2K	—	—	—
Arax Advisory Partners	N/A	—	1,896	-1,896	-100%	$32.4K	—	—	—
Aventura Private Wealth, LLC	N/A	—	1,311	-1,311	-100%	$22.4K	—	—	—
Vision Retirement, LLC	N/A	—	1,052	-1,052	-100%	$18.0K	—	—	—
Community Bank, N.A.	N/A	—	660	-660	-100%	$11.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	657	-657	-100%	$11.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	646	-646	-100%	$11.0K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	600	-600	-100%	$10.3K	—	—	—
Front Row Advisors LLC	N/A	—	481	-481	-100%	$8.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	400	-400	-100%	$6.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	259	-259	-100%	$4.4K	—	—	—
Huntington National Bank	N/A	—	201	-201	-100%	$3.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	175	-175	-100%	$3.0K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	165	-165	-100%	$2.8K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	132	-132	-100%	$2.3K	—	—	—
SHP Wealth Management	N/A	—	100	-100	-100%	$1.7K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	100	-100	-100%	$1.7K	—	—	—
Delta Asset Management LLC	N/A	—	61	-61	-100%	$1.0K	—	—	—
Nova Wealth Management, Inc.	N/A	—	60	-60	-100%	$1.0K	—	—	—
BlackRock, Inc.	N/A	—	54	-54	-100%	$923	—	—	—
Continuum Advisory, LLC	N/A	—	50	-50	-100%	$855	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	27	-27	-100%	$462	—	—	—

Showing 152 of 152 institutions