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T Rowe Price Blue Chip Growt (TCHP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Glenview Trust Co
INCREASED
Shares2,368,761 from 2,291,715
Change+77,046 (+3%)
Value$121.8M (+$7.0M)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares2,230,049 from 2,306,717
Change-76,668 (-3%)
Value$114.6M (-$896.6K)
Filed 2026-11-06
Advisor OS, LLC
INCREASED
Shares1,291,721 from 1,230,918
Change+60,803 (+5%)
Value$66.4M (+$4.8M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares831,287 from 819,263
Change+12,024 (+1%)
Value$42.7M (+$1.7M)
Filed 2026-11-02
Trust Co of Kansas
DECREASED
Shares809,630 from 832,998
Change-23,368 (-3%)
Value$41.6K (-$41.7M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares731,740 from 147,175
Change+584,565 (+397%)
Value$37.6M (+$30.2M)
Filed 2026-11-06
Armstrong, Fleming & Moore, Inc
INCREASED
Shares595,052 from 580,080
Change+14,972 (+3%)
Value$30.6M (+$1.5M)
Filed 2026-10-28
Harbor Group, Inc.
INCREASED
Shares589,998 from 553,441
Change+36,557 (+7%)
Value$30.3M (+$2.6M)
Filed 2026-10-14
Koshinski Asset Management, Inc.
INCREASED
Shares357,473 from 341,636
Change+15,837 (+5%)
Value$18.4M (+$1.3M)
Filed 2026-10-29
Souders Financial Advisors
INCREASED
Shares330,929 from 321,483
Change+9,446 (+3%)
Value$17.0M (+$910.0K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares317,681 from 332,300
Change-14,619 (-4%)
Value$16.3M (-$312.9K)
Filed 2026-11-02
Linscomb Wealth, Inc.
INCREASED
Shares297,153 from 289,957
Change+7,196 (+2%)
Value$15.3M (+$752.7K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares275,977 from 276,134
Change-157 (0%)
Value$14.2M (+$356.4K)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares212,492 from 206,194
Change+6,298 (+3%)
Value$10.9M (+$595.9K)
Filed 2026-10-16
CMH Wealth Management LLC
INCREASED
Shares167,086 from 157,576
Change+9,510 (+6%)
Value$8.6M (+$696.9K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares111,117 from 92,634
Change+18,483 (+20%)
Value$5.7M (+$1.1M)
Filed 2026-11-02
Hopwood Financial Services, Inc.
INCREASED
Shares105,343 from 104,749
Change+594 (+1%)
Value$5.4M (+$168.8K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares92,575 from 99,555
Change-6,980 (-7%)
Value$4.8K (-$5.0M)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares82,716 from 66,257
Change+16,459 (+25%)
Value$4.3M (+$933.6K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
DECREASED
Shares79,331 from 79,884
Change-553 (-1%)
Value$4.1K (+$77)
Filed 2026-10-27
Matrix Asset Advisors Inc
DECREASED
Shares75,866 from 76,038
Change-172 (0%)
Value$3.9M (+$91.5K)
Filed 2026-10-13
Redw Wealth LLC
DECREASED
Shares74,708 from 78,276
Change-3,568 (-5%)
Value$3.8M (-$80.1K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares73,759 from 76,401
Change-2,642 (-3%)
Value$3.8M (-$35.0K)
Filed 2026-10-30
National Wealth Management Group, LLC
DECREASED
Shares69,976 from 126,336
Change-56,360 (-45%)
Value$3.6M (-$2.7M)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares67,985 from 66,099
Change+1,886 (+3%)
Value$3.5M (+$152.3K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares63,252 from 59,690
Change+3,562 (+6%)
Value$3.3M (+$278.0K)
Filed 2026-10-13
Thayer Partners, LLC / MA
INCREASED
Shares63,181 from 61,365
Change+1,816 (+3%)
Value$3.2M (+$174.4K)
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
DECREASED
Shares62,531 from 63,633
Change-1,102 (-2%)
Value$3.2M (+$27.3K)
Filed 2026-10-27
NBZ Investment Advisors LLC
DECREASED
Shares61,606 from 63,188
Change-1,582 (-2%)
Value$3.2M (+$2.1K)
Filed 2026-10-30
Summit Asset Management, LLC
DECREASED
Shares53,983 from 54,182
Change-199 (0%)
Value$2.8M (+$61.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares52,506 from 51,756
Change+750 (+1%)
Value$2.7M (+$106.9K)
Filed 2026-11-04
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares51,464 from 51,464
Change0 (0%)
Value$2.6M (+$67.9K)
Filed 2026-10-16
Aprio Wealth Management, LLC
UNCHANGED
Shares43,070 from 43,070
Change0 (0%)
Value$2.2M (+$56.9K)
Filed 2026-10-28
Saxony Capital Management, LLC
INCREASED
Shares37,225 from 35,201
Change+2,024 (+6%)
Value$1.9M (+$150.5K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
INCREASED
Shares32,532 from 32,409
Change+123 (+0%)
Value$1.7M (+$49.1K)
Filed 2026-11-06
Landaas & Co
INCREASED
Shares31,398 from 21,727
Change+9,671 (+45%)
Value$1.6M (+$525.9K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares26,979 from 21,873
Change+5,106 (+23%)
Value$1.4M (+$291.4K)
Filed 2026-10-30
Legacy Capital Wealth Partners, LLC
DECREASED
Shares24,114 from 24,205
Change-91 (0%)
Value$1.2M (+$27.3K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares22,342 from 21,804
Change+538 (+2%)
Value$1.1M (+$56.5K)
Filed 2026-10-23
Ellerson Group Inc
DECREASED
Shares22,172 from 27,652
Change-5,480 (-20%)
Value$1.1M (-$311.7K)
Filed 2026-11-04
Associated Banc-Corp
INCREASED
Shares21,979 from 21,822
Change+157 (+1%)
Value$1.1M (+$36.9K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares21,679 from 19,453
Change+2,226 (+11%)
Value$1.1M (+$140.1K)
Filed 2026-10-14
Ted Buchan & Co
DECREASED
Shares18,801 from 19,269
Change-468 (-2%)
Value$966.6K (+$1.4K)
Filed 2026-10-23
Manchester Financial Inc
INCREASED
Shares18,282 from 11,329
Change+6,953 (+61%)
Value$939.9K (+$372.4K)
Filed 2026-10-15
M Holdings Securities, Inc.
DECREASED
Shares14,259 from 15,039
Change-780 (-5%)
Value$700 (-$43)
Filed 2026-11-03
Sound Income Strategies, LLC
DECREASED
Shares12,022 from 271,438
Change-259,416 (-96%)
Value$626.1K (-$13.0M)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares10,987 from 10,987
Change0 (0%)
Value$564.8K (+$14.5K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares10,035 from 9,345
Change+690 (+7%)
Value$515.9K (+$47.8K)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares9,598 from 16,035
Change-6,437 (-40%)
Value$493.4K (-$309.8K)
Filed 2026-10-27
Cascade Investment Advisors, Inc.
INCREASED
Shares9,188 from 8,988
Change+200 (+2%)
Value$472.4K (+$22.1K)
Filed 2026-11-02
Diversify Advisory Services, LLC
DECREASED
Shares8,810 from 8,880
Change-70 (-1%)
Value$449.9K (+$24.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares8,810 from 8,880
Change-70 (-1%)
Value$449.9K (+$24.6K)
Filed 2026-10-20
Trust Co
INCREASED
Shares8,615 from 1,300
Change+7,315 (+563%)
Value$442.9K (+$377.8K)
Filed 2026-10-09
Maple Capital Management, Inc.
DECREASED
Shares8,287 from 9,989
Change-1,702 (-17%)
Value$426.0K (-$74.3K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares8,192 from 9,601
Change-1,409 (-15%)
Value$421.2K (-$59.8K)
Filed 2026-11-05
CFC Planning Co LLC
INCREASED
Shares7,239 from 6,876
Change+363 (+5%)
Value$372.2K (+$27.8K)
Filed 2026-10-28
United Advisor Group, LLC
DECREASED
Shares7,193 from 7,272
Change-79 (-1%)
Value$369.8K (+$5.5K)
Filed 2026-11-03
Quantum Financial Partners LLC
DECREASED
Shares7,000 from 13,000
Change-6,000 (-46%)
Value$359.9K (-$291.3K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares6,920 from 10,198
Change-3,278 (-32%)
Value$355.8K (-$155.0K)
Filed 2026-11-06
Equita Financial Network, Inc.
INCREASED
Shares6,339 from 6,271
Change+68 (+1%)
Value$325.9K (+$11.8K)
Filed 2026-10-19
Roman Butler Fullerton & Co
UNCHANGED
Shares6,225 from 6,225
Change0 (0%)
Value$314.1K (+$4.5K)
Filed 2026-10-27
Waterfront Wealth Inc.
INCREASED
Shares6,200 from 5,700
Change+500 (+9%)
Value$311.9K (+$23.9K)
Filed 2026-11-03
Parcion Private Wealth LLC
NEW
Shares6,102
Change+6,102
Value$313.7K
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares6,102
Change+6,102
Value$311.5K
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares6,047 from 6,047
Change0 (0%)
Value$310.9K (+$8.0K)
Filed 2026-11-03
Sapient Capital LLC
UNCHANGED
Shares5,723 from 5,723
Change0 (0%)
Value$294.2K (+$7.6K)
Filed 2026-10-08
Verum Partners LLC
DECREASED
Shares5,714 from 5,733
Change-19 (0%)
Value$293.8K (+$6.6K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares5,696 from 4,158
Change+1,538 (+37%)
Value$292.8K (+$84.6K)
Filed 2026-10-29
Nvest Wealth Strategies, Inc.
DECREASED
Shares5,675 from 5,877
Change-202 (-3%)
Value$291.8K (-$2.6K)
Filed 2026-10-14
Future Financial Wealth Managment LLC
DECREASED
Shares5,607 from 5,861
Change-254 (-4%)
Value$288.3K (+$4.8K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
UNCHANGED
Shares5,361 from 5,361
Change0 (0%)
Value$275.6K (+$7.1K)
Filed 2026-10-01
G&S Capital LLC
DECREASED
Shares5,045 from 5,643
Change-598 (-11%)
Value$259.4K (-$23.3K)
Filed 2026-10-23
Certior Financial Group, LLC
DECREASED
Shares5,016 from 5,167
Change-151 (-3%)
Value$257.9K (-$942)
Filed 2026-10-19
Novem Group
DECREASED
Shares4,933 from 17,061
Change-12,128 (-71%)
Value$253.6K (-$601.0K)
Filed 2026-10-19
RM Financial Services, LLC
UNCHANGED
Shares4,880 from 4,880
Change0 (0%)
Value$250.9K (+$6.4K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
NEW
Shares4,878
Change+4,878
Value$250.8K
Filed 2026-10-16
Steph & Co
DECREASED
Shares4,713 from 4,754
Change-41 (-1%)
Value$242.3K (+$4.2K)
Filed 2026-10-07
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares4,679 from 4,679
Change0 (0%)
Value$240.5K (+$6.2K)
Filed 2026-10-16
KFA Private Wealth Group, LLC
INCREASED
Shares4,551 from 4,298
Change+253 (+6%)
Value$234.0K (+$18.7K)
Filed 2026-10-07
CoreCap Advisors, LLC
UNCHANGED
Shares4,455 from 4,455
Change0 (0%)
Value$229.0K (+$5.9K)
Filed 2026-10-08
Prospera Financial Services Inc
DECREASED
Shares4,412 from 15,167
Change-10,755 (-71%)
Value$212.7K (-$547.0K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
INCREASED
Shares4,194 from 4,064
Change+130 (+3%)
Value$215.6K (+$12.0K)
Filed 2026-10-21
Vise Technologies, Inc.
NEW
Shares4,154
Change+4,154
Value$213.5K
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares3,606 from 3,806
Change-200 (-5%)
Value$183.6K (-$4.2K)
Filed 2026-10-16
Evolution Wealth Management Inc.
UNCHANGED
Shares3,512 from 3,512
Change0 (0%)
Value$180.6K (+$4.6K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares3,310 from 3,220
Change+90 (+3%)
Value$170.2K (+$8.9K)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
NEW
Shares3,302
Change+3,302
Value$169.8K
Filed 2026-10-13
Citizens National Bank Trust Department
DECREASED
Shares2,969 from 3,314
Change-345 (-10%)
Value$152.6K (-$13.4K)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares2,694
Change+2,694
Value$138.5K
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$111.8K (+$2.9K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares2,027 from 2,027
Change0 (0%)
Value$104.2K (+$2.7K)
Filed 2026-11-04
Creative Financial Designs Inc
NEW
Shares1,683
Change+1,683
Value$86.5K
Filed 2026-11-04
Citigroup Inc
NEW
Shares1,369
Change+1,369
Value$70.4K
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$62.8K (+$1.6K)
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$51.4K (+$1.3K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$33.5K (+$861)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares606 from 718
Change-112 (-16%)
Value$31.2K (-$4.8K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$29.3K ($0)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$25.6K (+$656)
Filed 2026-10-15
Larson Financial Group LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$15.6K (+$402)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares258 from 254
Change+4 (+2%)
Value$13.3K (+$541)
Filed 2026-10-13
Costello Asset Management, Inc
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$10.0K (+$257)
Filed 2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$9.8K (+$252)
Filed 2026-10-06
Bfsg, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$9.5K (+$244)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.4K (+$112)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.7K (+$96)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.7K (+$70)
Filed 2026-10-21
Empire Life Investments Inc.
CLOSED
Shares0 from 24,828
Change-24,828 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
Wagner Wealth Management, Corp
CLOSED
Shares0 from 12,913
Change-12,913 (-100%)
Value$0 (-$646.8K)
Filed 2026-10-20
Lighthouse Wealth Management Inc.
CLOSED
Shares0 from 10,011
Change-10,011 (-100%)
Value$0 (-$501.5K)
Filed 2026-10-13
Marino, Stram & Associates LLC
CLOSED
Shares0 from 4,135
Change-4,135 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-22
Zions Bancorporation, National Association
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$26.5K)
Filed 2026-11-06
Concord Wealth Partners
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$5.7K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-14
Cetera Investment Advisers
N/A
Shares— from 4,164,087
Change-4,164,087 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,254,691
Change-3,254,691 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,922,582
Change-2,922,582 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,617,520
Change-1,617,520 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,580,445
Change-1,580,445 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,436,652
Change-1,436,652 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 969,375
Change-969,375 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 371,965
Change-371,965 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 365,559
Change-365,559 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 324,040
Change-324,040 (-100%)
Value—
&partners
N/A
Shares— from 293,996
Change-293,996 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 243,600
Change-243,600 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 214,558
Change-214,558 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 175,085
Change-175,085 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 134,476
Change-134,476 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 128,332
Change-128,332 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 113,835
Change-113,835 (-100%)
Value—
Croban
N/A
Shares— from 113,403
Change-113,403 (-100%)
Value—
John & Kathleen Schreiber Foundation
N/A
Shares— from 111,349
Change-111,349 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 109,955
Change-109,955 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 106,608
Change-106,608 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 98,321
Change-98,321 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 92,119
Change-92,119 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 71,206
Change-71,206 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 59,854
Change-59,854 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 58,378
Change-58,378 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 56,890
Change-56,890 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 49,662
Change-49,662 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 46,611
Change-46,611 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 39,196
Change-39,196 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,669
Change-38,669 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 37,020
Change-37,020 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 33,702
Change-33,702 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 30,465
Change-30,465 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 28,358
Change-28,358 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 27,808
Change-27,808 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 27,385
Change-27,385 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,602
Change-25,602 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25,084
Change-25,084 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 24,638
Change-24,638 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 19,200
Change-19,200 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 18,363
Change-18,363 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 17,757
Change-17,757 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 17,198
Change-17,198 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 17,076
Change-17,076 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 14,961
Change-14,961 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,438
Change-14,438 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 13,648
Change-13,648 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 13,309
Change-13,309 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,716
Change-11,716 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,896
Change-9,896 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,591
Change-9,591 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,430
Change-8,430 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 916
Change-916 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 624
Change-624 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 549
Change-549 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 104
Change-104 (-100%)
Value—
Status
Glenview Trust Co
INCREASED2,368,7612,291,715+77,046+3%$114.8M$121.8M+$7.0M2026-10-28
PNC Financial Services Group, Inc.
DECREASED2,230,0492,306,717-76,668-3%$115.5M$114.6M-$896.6K2026-11-06
Advisor OS, LLC
INCREASED1,291,7211,230,918+60,803+5%$61.7M$66.4M+$4.8M2026-11-03
Commonwealth Equity Services, LLC
INCREASED831,287819,263+12,024+1%$41.0M$42.7M+$1.7M2026-11-02
Trust Co of Kansas
DECREASED809,630832,998-23,368-3%$41.7M$41.6K-$41.7M2026-11-06
LPL Financial LLC
INCREASED731,740147,175+584,565+397%$7.4M$37.6M+$30.2M2026-11-06
Armstrong, Fleming & Moore, Inc
INCREASED595,052580,080+14,972+3%$29.1M$30.6M+$1.5M2026-10-28
Harbor Group, Inc.
INCREASED589,998553,441+36,557+7%$27.7M$30.3M+$2.6M2026-10-14
Koshinski Asset Management, Inc.
INCREASED357,473341,636+15,837+5%$17.1M$18.4M+$1.3M2026-10-29
Souders Financial Advisors
INCREASED330,929321,483+9,446+3%$16.1M$17.0M+$910.0K2026-11-03
Creative Planning
DECREASED317,681332,300-14,619-4%$16.6M$16.3M-$312.9K2026-11-02
Linscomb Wealth, Inc.
INCREASED297,153289,957+7,196+2%$14.5M$15.3M+$752.7K2026-11-05
D.A. Davidson & Co.
DECREASED275,977276,134-1570%$13.8M$14.2M+$356.4K2026-10-28
James T. Borello RIA
INCREASED212,492206,194+6,298+3%$10.3M$10.9M+$595.9K2026-10-16
CMH Wealth Management LLC
INCREASED167,086157,576+9,510+6%$7.9M$8.6M+$696.9K2026-10-22
Kestra Advisory Services, LLC
INCREASED111,11792,634+18,483+20%$4.6M$5.7M+$1.1M2026-11-02
Hopwood Financial Services, Inc.
INCREASED105,343104,749+594+1%$5.2M$5.4M+$168.8K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED92,57599,555-6,980-7%$5.0M$4.8K-$5.0M2026-11-02
Maia Wealth LLC
INCREASED82,71666,257+16,459+25%$3.3M$4.3M+$933.6K2026-10-19
Capital Advisors, Ltd. LLC
DECREASED79,33179,884-553-1%$4.0K$4.1K+$772026-10-27
Matrix Asset Advisors Inc
DECREASED75,86676,038-1720%$3.8M$3.9M+$91.5K2026-10-13
Redw Wealth LLC
DECREASED74,70878,276-3,568-5%$3.9M$3.8M-$80.1K2026-11-02
Truist Financial Corp
DECREASED73,75976,401-2,642-3%$3.8M$3.8M-$35.0K2026-10-30
National Wealth Management Group, LLC
DECREASED69,976126,336-56,360-45%$6.3M$3.6M-$2.7M2026-10-26
AdvisorNet Financial, Inc
INCREASED67,98566,099+1,886+3%$3.3M$3.5M+$152.3K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED63,25259,690+3,562+6%$3.0M$3.3M+$278.0K2026-10-13
Thayer Partners, LLC / MA
INCREASED63,18161,365+1,816+3%$3.1M$3.2M+$174.4K2026-11-06
Comprehensive Financial Planning, Inc.
DECREASED62,53163,633-1,102-2%$3.2M$3.2M+$27.3K2026-10-27
NBZ Investment Advisors LLC
DECREASED61,60663,188-1,582-2%$3.2M$3.2M+$2.1K2026-10-30
Summit Asset Management, LLC
DECREASED53,98354,182-1990%$2.7M$2.8M+$61.3K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED52,50651,756+750+1%$2.6M$2.7M+$106.9K2026-11-04
Copper Harbor Investment Advisors, LLC
UNCHANGED51,46451,46400%$2.6M$2.6M+$67.9K2026-10-16
Aprio Wealth Management, LLC
UNCHANGED43,07043,07000%$2.2M$2.2M+$56.9K2026-10-28
Saxony Capital Management, LLC
INCREASED37,22535,201+2,024+6%$1.8M$1.9M+$150.5K2026-10-15
Bedel Financial Consulting, Inc.
INCREASED32,53232,409+123+0%$1.6M$1.7M+$49.1K2026-11-06
Landaas & Co
INCREASED31,39821,727+9,671+45%$1.1M$1.6M+$525.9K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED26,97921,873+5,106+23%$1.1M$1.4M+$291.4K2026-10-30
Legacy Capital Wealth Partners, LLC
DECREASED24,11424,205-910%$1.2M$1.2M+$27.3K2026-10-21
Sigma Planning Corp
INCREASED22,34221,804+538+2%$1.1M$1.1M+$56.5K2026-10-23
Ellerson Group Inc
DECREASED22,17227,652-5,480-20%$1.4M$1.1M-$311.7K2026-11-04
Associated Banc-Corp
INCREASED21,97921,822+157+1%$1.1M$1.1M+$36.9K2026-10-30
Davenport & Co LLC
INCREASED21,67919,453+2,226+11%$974.4K$1.1M+$140.1K2026-10-14
Ted Buchan & Co
DECREASED18,80119,269-468-2%$965.2K$966.6K+$1.4K2026-10-23
Manchester Financial Inc
INCREASED18,28211,329+6,953+61%$567.5K$939.9K+$372.4K2026-10-15
M Holdings Securities, Inc.
DECREASED14,25915,039-780-5%$743$700-$432026-11-03
Sound Income Strategies, LLC
DECREASED12,022271,438-259,416-96%$13.6M$626.1K-$13.0M2026-10-09
Signature Estate & Investment Advisors LLC
UNCHANGED10,98710,98700%$550.3K$564.8K+$14.5K2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED10,0359,345+690+7%$468.1K$515.9K+$47.8K2026-10-08
VestGen Advisors, LLC
DECREASED9,59816,035-6,437-40%$803.2K$493.4K-$309.8K2026-10-27
Cascade Investment Advisors, Inc.
INCREASED9,1888,988+200+2%$450.2K$472.4K+$22.1K2026-11-02
Diversify Advisory Services, LLC
DECREASED8,8108,880-70-1%$425.4K$449.9K+$24.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED8,8108,880-70-1%$425.4K$449.9K+$24.6K2026-10-20
Trust Co
INCREASED8,6151,300+7,315+563%$65.1K$442.9K+$377.8K2026-10-09
Maple Capital Management, Inc.
DECREASED8,2879,989-1,702-17%$500.3K$426.0K-$74.3K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED8,1929,601-1,409-15%$480.9K$421.2K-$59.8K2026-11-05
CFC Planning Co LLC
INCREASED7,2396,876+363+5%$344.4K$372.2K+$27.8K2026-10-28
United Advisor Group, LLC
DECREASED7,1937,272-79-1%$364.3K$369.8K+$5.5K2026-11-03
Quantum Financial Partners LLC
DECREASED7,00013,000-6,000-46%$651.2K$359.9K-$291.3K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED6,92010,198-3,278-32%$510.8K$355.8K-$155.0K2026-11-06
Equita Financial Network, Inc.
INCREASED6,3396,271+68+1%$314.1K$325.9K+$11.8K2026-10-19
Roman Butler Fullerton & Co
UNCHANGED6,2256,22500%$309.6K$314.1K+$4.5K2026-10-27
Waterfront Wealth Inc.
INCREASED6,2005,700+500+9%$288.0K$311.9K+$23.9K2026-11-03
Parcion Private Wealth LLC
NEW6,102—+6,102——$313.7K—2026-10-28
StoneX Group Inc.
NEW6,102—+6,102——$311.5K—2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED6,0476,04700%$302.9K$310.9K+$8.0K2026-11-03
Sapient Capital LLC
UNCHANGED5,7235,72300%$286.7K$294.2K+$7.6K2026-10-08
Verum Partners LLC
DECREASED5,7145,733-190%$287.2K$293.8K+$6.6K2026-10-21
Integrity Alliance, Llc.
INCREASED5,6964,158+1,538+37%$208.3K$292.8K+$84.6K2026-10-29
Nvest Wealth Strategies, Inc.
DECREASED5,6755,877-202-3%$294.4K$291.8K-$2.6K2026-10-14
Future Financial Wealth Managment LLC
DECREASED5,6075,861-254-4%$283.5K$288.3K+$4.8K2026-10-15
Stonebridge Financial Group, LLC
UNCHANGED5,3615,36100%$268.5K$275.6K+$7.1K2026-10-01
G&S Capital LLC
DECREASED5,0455,643-598-11%$282.7K$259.4K-$23.3K2026-10-23
Certior Financial Group, LLC
DECREASED5,0165,167-151-3%$258.8K$257.9K-$9422026-10-19
Novem Group
DECREASED4,93317,061-12,128-71%$854.6K$253.6K-$601.0K2026-10-19
RM Financial Services, LLC
UNCHANGED4,8804,88000%$244.4K$250.9K+$6.4K2026-11-03
Opal Wealth Advisors, LLC
NEW4,878—+4,878——$250.8K—2026-10-16
Steph & Co
DECREASED4,7134,754-41-1%$238.1K$242.3K+$4.2K2026-10-07
Robertson Stephens Wealth Management, LLC
UNCHANGED4,6794,67900%$234.4K$240.5K+$6.2K2026-10-16
KFA Private Wealth Group, LLC
INCREASED4,5514,298+253+6%$215.3K$234.0K+$18.7K2026-10-07
CoreCap Advisors, LLC
UNCHANGED4,4554,45500%$223.2K$229.0K+$5.9K2026-10-08
Prospera Financial Services Inc
DECREASED4,41215,167-10,755-71%$759.7K$212.7K-$547.0K2026-11-04
Precedent Wealth Partners, LLC
INCREASED4,1944,064+130+3%$203.6K$215.6K+$12.0K2026-10-21
Vise Technologies, Inc.
NEW4,154—+4,154——$213.5K—2026-10-29
TD Waterhouse Canada Inc.
DECREASED3,6063,806-200-5%$187.8K$183.6K-$4.2K2026-10-16
Evolution Wealth Management Inc.
UNCHANGED3,5123,51200%$175.9K$180.6K+$4.6K2026-10-28
IFP Advisors, Inc
INCREASED3,3103,220+90+3%$161.3K$170.2K+$8.9K2026-10-16
Beacon Investment Advisory Services, Inc.
NEW3,302—+3,302——$169.8K—2026-10-13
Citizens National Bank Trust Department
DECREASED2,9693,314-345-10%$166.0K$152.6K-$13.4K2026-11-04
MidAtlantic Capital Management, Inc.
NEW2,694—+2,694——$138.5K—2026-11-05
Signaturefd, LLC
UNCHANGED2,1752,17500%$108.9K$111.8K+$2.9K2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED2,0272,02700%$101.5K$104.2K+$2.7K2026-11-04
Creative Financial Designs Inc
NEW1,683—+1,683——$86.5K—2026-11-04
Citigroup Inc
NEW1,369—+1,369——$70.4K—2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED1,2221,22200%$61.2K$62.8K+$1.6K2026-10-26
Fifth Third Bancorp
UNCHANGED1,0001,00000%$50.1K$51.4K+$1.3K2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED65265200%$32.7K$33.5K+$8612026-10-20
Farther Finance Advisors, LLC
DECREASED606718-112-16%$36.0K$31.2K-$4.8K2026-10-08
Allworth Financial LP
UNCHANGED58458400%$29.3K$29.3K$02026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED49749700%$24.9K$25.6K+$6562026-10-15
Larson Financial Group LLC
UNCHANGED30430400%$15.2K$15.6K+$4022026-11-05
Cape Investment Advisory, Inc.
INCREASED258254+4+2%$12.7K$13.3K+$5412026-10-13
Costello Asset Management, Inc
UNCHANGED19519500%$9.8K$10.0K+$2572026-10-30
Central Pacific Bank - Trust Division
UNCHANGED19119100%$9.6K$9.8K+$2522026-10-06
Bfsg, LLC
UNCHANGED18518500%$9.3K$9.5K+$2442026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED858500%$4.3K$4.4K+$1122026-10-23
Lloyd Advisory Services, Llc.
UNCHANGED727200%$3.6K$3.7K+$962026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED535300%$2.7K$2.7K+$702026-10-21
Empire Life Investments Inc.
CLOSED024,828-24,828-100%$1.2M$0-$1.2M2026-11-06
Wagner Wealth Management, Corp
CLOSED012,913-12,913-100%$646.8K$0-$646.8K2026-10-20
Lighthouse Wealth Management Inc.
CLOSED010,011-10,011-100%$501.5K$0-$501.5K2026-10-13
Marino, Stram & Associates LLC
CLOSED04,135-4,135-100%$207.1K$0-$207.1K2026-10-22
Zions Bancorporation, National Association
CLOSED0530-530-100%$26.5K$0-$26.5K2026-11-06
Concord Wealth Partners
CLOSED0113-113-100%$5.7K$0-$5.7K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0105-105-100%$5.3K$0-$5.3K2026-10-14
Cetera Investment Advisers
N/A—4,164,087-4,164,087-100%$208.6M———
Envestnet Asset Management Inc
N/A—3,254,691-3,254,691-100%$163.0M———
Price T Rowe Associates Inc
N/A—2,922,582-2,922,582-100%$146.4M———
Northwestern Mutual Wealth Management Co
N/A—1,617,520-1,617,520-100%$81.0M———
Bank of America Corp
N/A—1,580,445-1,580,445-100%$79.2M———
Jones Financial Companies Lllp
N/A—1,436,652-1,436,652-100%$69.4M———
MJP Associates Inc
N/A—969,375-969,375-100%$48.6M———
Janney Montgomery Scott LLC
N/A—371,965-371,965-100%$18.6M———
Mars Jewett Financial Group, Inc.
N/A—365,559-365,559-100%$18.3M———
Raymond James Financial Inc
N/A—324,040-324,040-100%$16.2M———
&partners
N/A—293,996-293,996-100%$14.7M———
Two Sigma Investments, LP
N/A—243,600-243,600-100%$12.2M———
Stifel Financial Corp
N/A—214,558-214,558-100%$10.7M———
Osaic Holdings, Inc.
N/A—175,085-175,085-100%$8.8M———
Captrust Financial Advisors
N/A—134,476-134,476-100%$6.7M———
Heritage Trust Co
N/A—128,332-128,332-100%$6.4M———
Benjamin Edwards Inc
N/A—113,835-113,835-100%$5.7M———
Croban
N/A—113,403-113,403-100%$5.7M———
John & Kathleen Schreiber Foundation
N/A—111,349-111,349-100%$5.6M———
Rothschild Investment LLC
N/A—109,955-109,955-100%$5.5M———
NewEdge Advisors, LLC
N/A—106,608-106,608-100%$5.3M———
Capital Analysts, LLC
N/A—98,321-98,321-100%$4.9M———
Ducere Wealth Management LLC
N/A—92,119-92,119-100%$4.6M———
Rockefeller Capital Management L.P.
N/A—71,206-71,206-100%$3.6M———
Arete Wealth Advisors, LLC
N/A—59,854-59,854-100%$3.0M———
MML Investors Services, LLC
N/A—58,378-58,378-100%$2.9M———
Essex Financial Services, Inc.
N/A—56,890-56,890-100%$2.8M———
Royal Bank of Canada
N/A—49,662-49,662-100%$2.5M———
LaSalle St. Investment Advisors, LLC
N/A—46,611-46,611-100%$2.3M———
Harbour Investments, Inc.
N/A—39,196-39,196-100%$2.0M———
Goldman Sachs Group Inc
N/A—38,669-38,669-100%$1.9M———
Roundview Capital LLC
N/A—37,020-37,020-100%$1.9M———
Sittner & Nelson, LLC
N/A—33,702-33,702-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—30,465-30,465-100%$1.5M———
Natixis Advisors, LLC
N/A—28,358-28,358-100%$1.4M———
First Foundation Advisors
N/A—27,808-27,808-100%$1.4M———
Principal Securities, Inc.
N/A—27,385-27,385-100%$1.4M———
Summit Financial, LLC
N/A—25,602-25,602-100%$1.3M———
Fiduciary Financial Advisors
N/A—25,084-25,084-100%$1.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—24,638-24,638-100%$1.2M———
Fiducient Advisors LLC
N/A—19,200-19,200-100%$961.7K———
Bradley Foster & Sargent Inc
N/A—18,363-18,363-100%$919.8K———
MTM Financial Group, LLC
N/A—17,757-17,757-100%$889.4K———
Greenline Wealth Management LLC
N/A—17,198-17,198-100%$861.5K———
Bleakley Financial Group, LLC
N/A—17,076-17,076-100%$855.3K———
D. E. Shaw & Co., Inc.
N/A—14,961-14,961-100%$749.4K———
MAI Capital Management
N/A—14,438-14,438-100%$723.2K———
WNY Asset Management, LLC
N/A—13,648-13,648-100%$683.6K———
Barnes Wealth Management Group, Inc
N/A—13,309-13,309-100%$666.6K———
OneAscent Financial Services LLC
N/A—11,716-11,716-100%$586.9K———
CreativeOne Wealth, LLC
N/A—11,547-11,547-100%$578.4K———
Goldstone Financial Group, LLC
N/A—10,119-10,119-100%$506.9K———
HighTower Advisors, LLC
N/A—9,896-9,896-100%$495.7K———
Mercer Global Advisors Inc
N/A—9,591-9,591-100%$480.4K———
Stratos Wealth Advisors, LLC
N/A—8,430-8,430-100%$422.3K———
AQR Capital Management LLC
N/A—8,096-8,096-100%$405.5K———
First National Bank of Omaha
N/A—7,294-7,294-100%$365.4K———
Great Valley Advisor Group, Inc.
N/A—6,516-6,516-100%$326.0K———
Swisher Financial Concepts, Inc.
N/A—5,850-5,850-100%$293.0K———
Cascades Capital Asset Management, LLC
N/A—5,794-5,794-100%$290.2K———
Ameritas Advisory Services, LLC
N/A—5,600-5,600-100%$280.5K———
Silver OAK Securities, Incorporated
N/A—5,432-5,432-100%$272.1K———
Fortis Capital Management LLC
N/A—5,316-5,316-100%$266.3K———
Argent Trust Co
N/A—4,374-4,374-100%$219.1K———
Cerity Partners LLC
N/A—4,244-4,244-100%$212.6K———
Qube Research & Technologies Ltd
N/A—4,185-4,185-100%$209.6K———
Morgan Stanley
N/A—3,593-3,593-100%$180.0K———
National Bank of Canada
N/A—2,385-2,385-100%$118.3K———
FMR LLC
N/A—2,178-2,178-100%$109.1K———
Wells Fargo & Company
N/A—1,991-1,991-100%$99.7K———
Geneos Wealth Management Inc.
N/A—1,678-1,678-100%$84.1K———
AE Wealth Management LLC
N/A—1,129-1,129-100%$56.6K———
Bank of Montreal
N/A—916-916-100%$45.9K———
Arax Advisory Partners
N/A—624-624-100%$31.3K———
PlanVest Financial, Inc
N/A—549-549-100%$27.5K———
Aptus Capital Advisors, LLC
N/A—347-347-100%$17.4K———
Global Retirement Partners, LLC
N/A—345-345-100%$17.3K———
Tidemark, LLC
N/A—173-173-100%$8.7K———
Allied Private Wealth LLC
N/A—153-153-100%$7.6K———
Vanguard Advisers Inc
N/A—104-104-100%$5.2K———
Showing 194 of 194 institutions