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T.rowe PRC Small-Mid Cap ETF (TMSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares8,080,545 from 7,309,612
Change+770,933 (+11%)
Value$328.9M (+$8.4M)
Filed 2026-11-06
Watchman Group, Inc.
DECREASED
Shares808,089 from 813,692
Change-5,603 (-1%)
Value$32.9M (-$2.8M)
Filed 2026-10-16
Kendall Capital Management
INCREASED
Shares784,545 from 768,122
Change+16,423 (+2%)
Value$31.9M (-$1.8M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares649,541 from 586,660
Change+62,881 (+11%)
Value$26.6M (+$1.3M)
Filed 2026-10-13
CMH Wealth Management LLC
INCREASED
Shares555,812 from 522,648
Change+33,164 (+6%)
Value$22.6M (-$296.6K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares533,589 from 342,425
Change+191,164 (+56%)
Value$21.7M (+$6.7M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares512,678 from 384,307
Change+128,371 (+33%)
Value$20.9K (-$16.8M)
Filed 2026-11-02
Northwest Financial Advisors
INCREASED
Shares498,514 from 494,506
Change+4,008 (+1%)
Value$20.3M (-$1.4M)
Filed 2026-10-27
Asio Capital, LLC
INCREASED
Shares484,581 from 470,430
Change+14,151 (+3%)
Value$19.7M (-$905.9K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
NEW
Shares443,833
Change+443,833
Value$18.1M
Filed 2026-10-20
Beacon Capital Management, Inc.
DECREASED
Shares409,294 from 415,489
Change-6,195 (-1%)
Value$16.7M (-$1.6M)
Filed 2026-10-13
Souders Financial Advisors
INCREASED
Shares355,858 from 348,557
Change+7,301 (+2%)
Value$14.5M (-$800.8K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares249,225 from 227,799
Change+21,426 (+9%)
Value$10.1M (+$154.5K)
Filed 2026-10-14
Exchange Traded Concepts, LLC
DECREASED
Shares167,331 from 179,510
Change-12,179 (-7%)
Value$6.8M (-$1.1M)
Filed 2026-10-28
StrongBox Wealth, LLC
INCREASED
Shares163,635 from 35,155
Change+128,480 (+365%)
Value$6.7M (+$5.1M)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares157,012 from 168,117
Change-11,105 (-7%)
Value$6.4M (-$981.5K)
Filed 2026-10-28
Richard P Slaughter Associates Inc
INCREASED
Shares155,684 from 97,244
Change+58,440 (+60%)
Value$6.3M (+$2.1M)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares133,927 from 130,668
Change+3,259 (+2%)
Value$5.5M (-$279.0K)
Filed 2026-10-26
Solano Wealth Investment Advisors LLC
NEW
Shares128,152
Change+128,152
Value$5.2M
Filed 2026-11-06
Pearl Planning LLC
INCREASED
Shares123,221 from 122,457
Change+764 (+1%)
Value$5.0M (-$354.6K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares121,609 from 121,324
Change+285 (+0%)
Value$4.9M (-$370.6K)
Filed 2026-10-15
Valmark Advisers, Inc.
INCREASED
Shares117,995 from 110,083
Change+7,912 (+7%)
Value$4.8M (-$24.7K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares106,212 from 10,955
Change+95,257 (+870%)
Value$4.3M (+$3.8M)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares97,192 from 98,933
Change-1,741 (-2%)
Value$4.0M (-$382.2K)
Filed 2026-10-08
Heritage Wealth Management, Inc.
INCREASED
Shares64,906 from 57,938
Change+6,968 (+12%)
Value$2.6M (+$101.1K)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares64,808 from 43,790
Change+21,018 (+48%)
Value$2.6M (+$717.5K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares45,961 from 56,412
Change-10,451 (-19%)
Value$1.9M (-$603.1K)
Filed 2026-10-16
Thayer Partners, LLC / MA
INCREASED
Shares39,061 from 37,001
Change+2,060 (+6%)
Value$1.6M (-$32.7K)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares38,886 from 29,026
Change+9,860 (+34%)
Value$1.6M (+$295.9K)
Filed 2026-10-15
Dahring | Cusmano LLC
DECREASED
Shares37,490 from 41,633
Change-4,143 (-10%)
Value$1.5M (-$299.7K)
Filed 2026-11-03
DKM Wealth Management, Inc.
INCREASED
Shares36,752 from 35,025
Change+1,727 (+5%)
Value$1.5M (-$40.0K)
Filed 2026-10-09
Beacon Financial Advisory LLC
INCREASED
Shares33,770 from 30,827
Change+2,943 (+10%)
Value$1.4M (+$22.7K)
Filed 2026-10-16
Ballast, Inc.
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$1.3M (-$104.0K)
Filed 2026-10-20
4J Wealth Management LLC
INCREASED
Shares27,649 from 19,534
Change+8,115 (+42%)
Value$1.1M (+$268.7K)
Filed 2026-11-02
Omnitrust Wealth Management, Inc
NEW
Shares26,303
Change+26,303
Value$1.1M
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares24,439 from 24,103
Change+336 (+1%)
Value$994.7K (-$62.3K)
Filed 2026-10-19
United Advisor Group, LLC
INCREASED
Shares22,816 from 17,220
Change+5,596 (+33%)
Value$928.6K (+$173.5K)
Filed 2026-11-03
Seamount Financial Group Inc
INCREASED
Shares21,455 from 15,134
Change+6,321 (+42%)
Value$873.2K (+$209.6K)
Filed 2026-10-21
Advisor OS, LLC
DECREASED
Shares21,265 from 21,983
Change-718 (-3%)
Value$865.5K (-$98.5K)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares19,626 from 22,990
Change-3,364 (-15%)
Value$798.8K (-$209.3K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares19,160 from 15,870
Change+3,290 (+21%)
Value$779.8K (+$83.9K)
Filed 2026-10-30
First Heartland Consultants, Inc.
INCREASED
Shares19,091 from 18,585
Change+506 (+3%)
Value$777.0K (-$38.0K)
Filed 2026-10-08
Robertson Stephens Wealth Management, LLC
DECREASED
Shares16,945 from 17,559
Change-614 (-3%)
Value$689.7K (-$80.3K)
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares16,863 from 17,693
Change-830 (-5%)
Value$686.3K (-$89.5K)
Filed 2026-10-28
Financial Security Advisor, Inc.
DECREASED
Shares14,950 from 15,956
Change-1,006 (-6%)
Value$608.5K (-$91.2K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares14,837 from 29,479
Change-14,642 (-50%)
Value$603.9K (-$688.8K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares14,456
Change+14,456
Value$588.4K
Filed 2026-10-16
Cornerstone Wealth Management, LLC
NEW
Shares14,198
Change+14,198
Value$577.9K
Filed 2026-11-04
L.K. Benson & Company, P.C.
INCREASED
Shares13,502 from 7,435
Change+6,067 (+82%)
Value$549.5K (+$223.5K)
Filed 2026-10-23
First Pacific Financial
NEW
Shares13,210
Change+13,210
Value$537.6K
Filed 2026-10-14
Titleist Asset Management, LLC
NEW
Shares11,892
Change+11,892
Value$484.0K
Filed 2026-10-08
Blue Capital, Inc.
NEW
Shares11,864
Change+11,864
Value$482.9K
Filed 2026-10-13
Frontier Asset Management, LLC
UNCHANGED
Shares11,257 from 11,257
Change0 (0%)
Value$458.2K (-$35.5K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares11,017 from 8,667
Change+2,350 (+27%)
Value$448.4K (+$68.3K)
Filed 2026-11-05
New Wave Wealth Advisors LLC
DECREASED
Shares10,911 from 29,380
Change-18,469 (-63%)
Value$447.2K (-$841.1K)
Filed 2026-10-19
TPG Advisors LLC
INCREASED
Shares10,881 from 9,725
Change+1,156 (+12%)
Value$442.8K (+$16.4K)
Filed 2026-10-16
SilverOak Wealth Management LLC
INCREASED
Shares10,868 from 10,516
Change+352 (+3%)
Value$442.3K (-$18.8K)
Filed 2026-10-29
MN Wealth Advisors, LLC
NEW
Shares8,645
Change+8,645
Value$351.9K
Filed 2026-10-23
Carson Advisory Inc.
NEW
Shares8,593
Change+8,593
Value$349.7K
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
NEW
Shares8,126
Change+8,126
Value$330.7K
Filed 2026-10-19
Nautilus Advisors LLC
DECREASED
Shares7,804 from 8,874
Change-1,070 (-12%)
Value$317.6K (-$65.3K)
Filed 2026-10-07
Lloyd Advisory Services, Llc.
DECREASED
Shares7,644 from 7,696
Change-52 (-1%)
Value$311.1K (-$26.4K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares7,639 from 6,852
Change+787 (+11%)
Value$310.9K (+$10.4K)
Filed 2026-10-30
National Wealth Management Group, LLC
DECREASED
Shares7,608 from 9,244
Change-1,636 (-18%)
Value$309.6K (-$95.7K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares7,461 from 7,852
Change-391 (-5%)
Value$303.7K (-$40.6K)
Filed 2026-11-05
Dean, Jacobson Financial Services, LLC
INCREASED
Shares7,456 from 5,775
Change+1,681 (+29%)
Value$303.5K (+$50.2K)
Filed 2026-10-29
Blume Capital Management, Inc.
INCREASED
Shares7,400 from 5,000
Change+2,400 (+48%)
Value$301.2K (+$81.9K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
INCREASED
Shares7,380 from 7,280
Change+100 (+1%)
Value$300.4K (-$18.9K)
Filed 2026-11-02
Raleigh Capital Management Inc.
UNCHANGED
Shares7,271 from 7,271
Change0 (0%)
Value$295.9K (-$22.9K)
Filed 2026-10-28
Red Mountain Financial, LLC
DECREASED
Shares6,903 from 7,738
Change-835 (-11%)
Value$281.0K (-$58.4K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares6,243 from 6,290
Change-47 (-1%)
Value$254.1K (-$21.7K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares6,046 from 5,926
Change+120 (+2%)
Value$246.1K (-$13.8K)
Filed 2026-10-23
Merit Financial Group, LLC
NEW
Shares5,718
Change+5,718
Value$232.7K
Filed 2026-11-06
Summit Wealth Group LLC / Co
DECREASED
Shares5,448 from 15,510
Change-10,062 (-65%)
Value$221.7K (-$458.4K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW
Shares5,303
Change+5,303
Value$215.8K
Filed 2026-10-16
Carroll Advisory Group, LLC
NEW
Shares5,296
Change+5,296
Value$215.5K
Filed 2026-10-16
Westside Investment Management, Inc.
INCREASED
Shares4,500 from 4,215
Change+285 (+7%)
Value$183.2K (-$1.7K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
NEW
Shares4,298
Change+4,298
Value$174.9K
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares4,228 from 4,228
Change0 (0%)
Value$172.1K (-$13.3K)
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares2,322 from 2,097
Change+225 (+11%)
Value$94.5K (+$2.6K)
Filed 2026-10-29
RMG Wealth Management LLC
NEW
Shares2,287
Change+2,287
Value$93.7K
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$83.0K (-$6.4K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares1,619
Change+1,619
Value$65.9K
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$54.5K (-$4.2K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares826
Change+826
Value$33.6K
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$28.8K (-$2.2K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares697
Change+697
Value$28.4K
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares672
Change+672
Value$27.4K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
NEW
Shares600
Change+600
Value$24.4K
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$22.6K (-$1.7K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares343 from 32
Change+311 (+972%)
Value$14.0K (+$12.6K)
Filed 2026-10-21
Realta Investment Advisors
DECREASED
Shares205 from 7,717
Change-7,512 (-97%)
Value$8.3K (-$330.0K)
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$8.1K (-$627)
Filed 2026-11-06
United Community Bank
NEW
Shares130
Change+130
Value$5.3K
Filed 2026-10-28
Russell Investments Group, Ltd.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$4.6K (-$359)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares68
Change+68
Value$2.8K
Filed 2026-10-27
Networth Advisors, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.2K (-$167)
Filed 2026-11-03
Parallel Advisors, LLC
NEW
Shares16
Change+16
Value$651
Filed 2026-11-03
Golden State Wealth Management, LLC
CLOSED
Shares0 from 47,255
Change-47,255 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-02
Prospera Financial Services Inc
CLOSED
Shares0 from 5,494
Change-5,494 (-100%)
Value$0 (-$240.9K)
Filed 2026-11-04
Howard Bailey Securities, LLC
CLOSED
Shares0 from 5,394
Change-5,394 (-100%)
Value$0 (-$236.5K)
Filed 2026-10-27
Kestra Investment Management, LLC
CLOSED
Shares0 from 5,073
Change-5,073 (-100%)
Value$0 (-$222.4K)
Filed 2026-11-04
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 4,824
Change-4,824 (-100%)
Value$0 (-$211.5K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 4,748
Change-4,748 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-28
Trust Co
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-09
Raymond James Financial Inc
N/A
Shares— from 9,087,554
Change-9,087,554 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,570,406
Change-7,570,406 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,711,193
Change-2,711,193 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,581,530
Change-1,581,530 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,401,861
Change-1,401,861 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,223,960
Change-1,223,960 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,108,013
Change-1,108,013 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 883,593
Change-883,593 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 876,248
Change-876,248 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 732,556
Change-732,556 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 668,278
Change-668,278 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 584,845
Change-584,845 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 394,292
Change-394,292 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 356,744
Change-356,744 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 339,328
Change-339,328 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 330,139
Change-330,139 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 293,426
Change-293,426 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 267,640
Change-267,640 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 225,342
Change-225,342 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 208,981
Change-208,981 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 167,294
Change-167,294 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 163,434
Change-163,434 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 150,813
Change-150,813 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 134,671
Change-134,671 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 134,669
Change-134,669 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 120,494
Change-120,494 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 102,086
Change-102,086 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 84,362
Change-84,362 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 84,145
Change-84,145 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 81,013
Change-81,013 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 78,548
Change-78,548 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 76,362
Change-76,362 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 60,476
Change-60,476 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 60,092
Change-60,092 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 57,400
Change-57,400 (-100%)
Value—
&partners
N/A
Shares— from 50,539
Change-50,539 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 47,107
Change-47,107 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 44,765
Change-44,765 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,515
Change-36,515 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 34,221
Change-34,221 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 32,487
Change-32,487 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 31,185
Change-31,185 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 31,045
Change-31,045 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 29,543
Change-29,543 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 28,601
Change-28,601 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 28,267
Change-28,267 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,655
Change-25,655 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,939
Change-23,939 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,902
Change-21,902 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,743
Change-21,743 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 21,103
Change-21,103 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,437
Change-17,437 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,935
Change-16,935 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,441
Change-16,441 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,440
Change-14,440 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,431
Change-14,431 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 13,555
Change-13,555 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,708
Change-12,708 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 12,253
Change-12,253 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 11,974
Change-11,974 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,756
Change-10,756 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 6,313
Change-6,313 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 893
Change-893 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 753
Change-753 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 249
Change-249 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED8,080,5457,309,612+770,933+11%$320.5M$328.9M+$8.4M2026-11-06
Watchman Group, Inc.
DECREASED808,089813,692-5,603-1%$35.7M$32.9M-$2.8M2026-10-16
Kendall Capital Management
INCREASED784,545768,122+16,423+2%$33.7M$31.9M-$1.8M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED649,541586,660+62,881+11%$25.3M$26.6M+$1.3M2026-10-13
CMH Wealth Management LLC
INCREASED555,812522,648+33,164+6%$22.9M$22.6M-$296.6K2026-10-22
Commonwealth Equity Services, LLC
INCREASED533,589342,425+191,164+56%$15.0M$21.7M+$6.7M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED512,678384,307+128,371+33%$16.9M$20.9K-$16.8M2026-11-02
Northwest Financial Advisors
INCREASED498,514494,506+4,008+1%$21.7M$20.3M-$1.4M2026-10-27
Asio Capital, LLC
INCREASED484,581470,430+14,151+3%$20.6M$19.7M-$905.9K2026-10-19
Amplius Wealth Advisors, LLC
NEW443,833—+443,833——$18.1M—2026-10-20
Beacon Capital Management, Inc.
DECREASED409,294415,489-6,195-1%$18.2M$16.7M-$1.6M2026-10-13
Souders Financial Advisors
INCREASED355,858348,557+7,301+2%$15.3M$14.5M-$800.8K2026-11-03
Davenport & Co LLC
INCREASED249,225227,799+21,426+9%$10.0M$10.1M+$154.5K2026-10-14
Exchange Traded Concepts, LLC
DECREASED167,331179,510-12,179-7%$7.9M$6.8M-$1.1M2026-10-28
StrongBox Wealth, LLC
INCREASED163,63535,155+128,480+365%$1.5M$6.7M+$5.1M2026-11-02
D.A. Davidson & Co.
DECREASED157,012168,117-11,105-7%$7.4M$6.4M-$981.5K2026-10-28
Richard P Slaughter Associates Inc
INCREASED155,68497,244+58,440+60%$4.3M$6.3M+$2.1M2026-10-13
Flagship Harbor Advisors, LLC
INCREASED133,927130,668+3,259+2%$5.7M$5.5M-$279.0K2026-10-26
Solano Wealth Investment Advisors LLC
NEW128,152—+128,152——$5.2M—2026-11-06
Pearl Planning LLC
INCREASED123,221122,457+764+1%$5.4M$5.0M-$354.6K2026-10-13
Atria Investments, Inc
INCREASED121,609121,324+285+0%$5.3M$4.9M-$370.6K2026-10-15
Valmark Advisers, Inc.
INCREASED117,995110,083+7,912+7%$4.8M$4.8M-$24.7K2026-11-06
Kestra Advisory Services, LLC
INCREASED106,21210,955+95,257+870%$480.4K$4.3M+$3.8M2026-11-02
Farther Finance Advisors, LLC
DECREASED97,19298,933-1,741-2%$4.3M$4.0M-$382.2K2026-10-08
Heritage Wealth Management, Inc.
INCREASED64,90657,938+6,968+12%$2.5M$2.6M+$101.1K2026-10-28
James T. Borello RIA
INCREASED64,80843,790+21,018+48%$1.9M$2.6M+$717.5K2026-10-16
PFG Advisors
DECREASED45,96156,412-10,451-19%$2.5M$1.9M-$603.1K2026-10-16
Thayer Partners, LLC / MA
INCREASED39,06137,001+2,060+6%$1.6M$1.6M-$32.7K2026-11-06
AdvisorNet Financial, Inc
INCREASED38,88629,026+9,860+34%$1.3M$1.6M+$295.9K2026-10-15
Dahring | Cusmano LLC
DECREASED37,49041,633-4,143-10%$1.8M$1.5M-$299.7K2026-11-03
DKM Wealth Management, Inc.
INCREASED36,75235,025+1,727+5%$1.5M$1.5M-$40.0K2026-10-09
Beacon Financial Advisory LLC
INCREASED33,77030,827+2,943+10%$1.4M$1.4M+$22.7K2026-10-16
Ballast, Inc.
UNCHANGED33,00033,00000%$1.4M$1.3M-$104.0K2026-10-20
4J Wealth Management LLC
INCREASED27,64919,534+8,115+42%$856.6K$1.1M+$268.7K2026-11-02
Omnitrust Wealth Management, Inc
NEW26,303—+26,303——$1.1M—2026-11-02
Retirement Planning Group, LLC
INCREASED24,43924,103+336+1%$1.1M$994.7K-$62.3K2026-10-19
United Advisor Group, LLC
INCREASED22,81617,220+5,596+33%$755.1K$928.6K+$173.5K2026-11-03
Seamount Financial Group Inc
INCREASED21,45515,134+6,321+42%$663.6K$873.2K+$209.6K2026-10-21
Advisor OS, LLC
DECREASED21,26521,983-718-3%$964.0K$865.5K-$98.5K2026-11-03
Level Four Advisory Services, LLC
DECREASED19,62622,990-3,364-15%$1.0M$798.8K-$209.3K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED19,16015,870+3,290+21%$695.9K$779.8K+$83.9K2026-10-30
First Heartland Consultants, Inc.
INCREASED19,09118,585+506+3%$815.0K$777.0K-$38.0K2026-10-08
Robertson Stephens Wealth Management, LLC
DECREASED16,94517,559-614-3%$770.0K$689.7K-$80.3K2026-10-16
Founders Financial Securities LLC
DECREASED16,86317,693-830-5%$775.8K$686.3K-$89.5K2026-10-28
Financial Security Advisor, Inc.
DECREASED14,95015,956-1,006-6%$699.7K$608.5K-$91.2K2026-11-03
Axxcess Wealth Management, LLC
DECREASED14,83729,479-14,642-50%$1.3M$603.9K-$688.8K2026-10-21
Concurrent Investment Advisors, LLC
NEW14,456—+14,456——$588.4K—2026-10-16
Cornerstone Wealth Management, LLC
NEW14,198—+14,198——$577.9K—2026-11-04
L.K. Benson & Company, P.C.
INCREASED13,5027,435+6,067+82%$326.0K$549.5K+$223.5K2026-10-23
First Pacific Financial
NEW13,210—+13,210——$537.6K—2026-10-14
Titleist Asset Management, LLC
NEW11,892—+11,892——$484.0K—2026-10-08
Blue Capital, Inc.
NEW11,864—+11,864——$482.9K—2026-10-13
Frontier Asset Management, LLC
UNCHANGED11,25711,25700%$493.6K$458.2K-$35.5K2026-10-28
Fifth Third Bancorp
INCREASED11,0178,667+2,350+27%$380.0K$448.4K+$68.3K2026-11-05
New Wave Wealth Advisors LLC
DECREASED10,91129,380-18,469-63%$1.3M$447.2K-$841.1K2026-10-19
TPG Advisors LLC
INCREASED10,8819,725+1,156+12%$426.4K$442.8K+$16.4K2026-10-16
SilverOak Wealth Management LLC
INCREASED10,86810,516+352+3%$461.1K$442.3K-$18.8K2026-10-29
MN Wealth Advisors, LLC
NEW8,645—+8,645——$351.9K—2026-10-23
Carson Advisory Inc.
NEW8,593—+8,593——$349.7K—2026-11-06
Laurel OAK Wealth Management, LLC
NEW8,126—+8,126——$330.7K—2026-10-19
Nautilus Advisors LLC
DECREASED7,8048,874-1,070-12%$382.9K$317.6K-$65.3K2026-10-07
Lloyd Advisory Services, Llc.
DECREASED7,6447,696-52-1%$337.5K$311.1K-$26.4K2026-11-02
Truist Financial Corp
INCREASED7,6396,852+787+11%$300.5K$310.9K+$10.4K2026-10-30
National Wealth Management Group, LLC
DECREASED7,6089,244-1,636-18%$405.4K$309.6K-$95.7K2026-10-26
Bank of New York Mellon Corp
DECREASED7,4617,852-391-5%$344.3K$303.7K-$40.6K2026-11-05
Dean, Jacobson Financial Services, LLC
INCREASED7,4565,775+1,681+29%$253.2K$303.5K+$50.2K2026-10-29
Blume Capital Management, Inc.
INCREASED7,4005,000+2,400+48%$219.3K$301.2K+$81.9K2026-10-26
Walkner Condon Financial Advisors LLC
INCREASED7,3807,280+100+1%$319.2K$300.4K-$18.9K2026-11-02
Raleigh Capital Management Inc.
UNCHANGED7,2717,27100%$318.8K$295.9K-$22.9K2026-10-28
Red Mountain Financial, LLC
DECREASED6,9037,738-835-11%$339.3K$281.0K-$58.4K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED6,2436,290-47-1%$275.8K$254.1K-$21.7K2026-11-04
Sigma Planning Corp
INCREASED6,0465,926+120+2%$259.9K$246.1K-$13.8K2026-10-23
Merit Financial Group, LLC
NEW5,718—+5,718——$232.7K—2026-11-06
Summit Wealth Group LLC / Co
DECREASED5,44815,510-10,062-65%$680.1K$221.7K-$458.4K2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW5,303—+5,303——$215.8K—2026-10-16
Carroll Advisory Group, LLC
NEW5,296—+5,296——$215.5K—2026-10-16
Westside Investment Management, Inc.
INCREASED4,5004,215+285+7%$184.8K$183.2K-$1.7K2026-11-02
PNC Financial Services Group, Inc.
NEW4,298—+4,298——$174.9K—2026-11-06
IFP Advisors, Inc
UNCHANGED4,2284,22800%$185.4K$172.1K-$13.3K2026-10-16
Signature Equity Partners, LLC
INCREASED2,3222,097+225+11%$91.9K$94.5K+$2.6K2026-10-29
RMG Wealth Management LLC
NEW2,287—+2,287——$93.7K—2026-10-26
Private Trust Co NA
UNCHANGED2,0402,04000%$89.5K$83.0K-$6.4K2026-10-20
UMB Private Wealth Management, LLC
NEW1,619—+1,619——$65.9K—2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED1,3381,33800%$58.7K$54.5K-$4.2K2026-11-02
Provenance Wealth Advisors, LLC
NEW826—+826——$33.6K—2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED70770700%$31.0K$28.8K-$2.2K2026-10-13
Root Financial Partners, LLC
NEW697—+697——$28.4K—2026-10-21
Rossby Financial, LCC
NEW672—+672——$27.4K—2026-11-05
EverSource Wealth Advisors, LLC
NEW600—+600——$24.4K—2026-11-04
Kingdom Financial Group Llc.
UNCHANGED55555500%$24.3K$22.6K-$1.7K2026-11-04
Assetmark, Inc
INCREASED34332+311+972%$1.4K$14.0K+$12.6K2026-10-21
Realta Investment Advisors
DECREASED2057,717-7,512-97%$338.4K$8.3K-$330.0K2026-10-14
Clearstead Advisors, LLC
UNCHANGED19919900%$8.7K$8.1K-$6272026-11-06
United Community Bank
NEW130—+130——$5.3K—2026-10-28
Russell Investments Group, Ltd.
UNCHANGED11411400%$5.0K$4.6K-$3592026-11-06
Latitude Advisors, LLC
NEW68—+68——$2.8K—2026-10-27
Networth Advisors, LLC
UNCHANGED535300%$2.3K$2.2K-$1672026-11-03
Parallel Advisors, LLC
NEW16—+16——$651—2026-11-03
Golden State Wealth Management, LLC
CLOSED047,255-47,255-100%$2.1M$0-$2.1M2026-11-02
Prospera Financial Services Inc
CLOSED05,494-5,494-100%$240.9K$0-$240.9K2026-11-04
Howard Bailey Securities, LLC
CLOSED05,394-5,394-100%$236.5K$0-$236.5K2026-10-27
Kestra Investment Management, LLC
CLOSED05,073-5,073-100%$222.4K$0-$222.4K2026-11-04
Confluence Wealth Services, Inc.
CLOSED04,824-4,824-100%$211.5K$0-$211.5K2026-11-05
Total Clarity Wealth Management, Inc.
CLOSED04,748-4,748-100%$208.2K$0-$208.2K2026-10-26
Buck Wealth Strategies, LLC
CLOSED0246-246-100%$10.8K$0-$10.8K2026-10-28
Trust Co
CLOSED092-92-100%$4.0K$0-$4.0K2026-10-09
Raymond James Financial Inc
N/A—9,087,554-9,087,554-100%$398.5M———
Price T Rowe Associates Inc
N/A—7,570,406-7,570,406-100%$332.0M———
Ameriprise Financial Inc
N/A—2,711,193-2,711,193-100%$118.9M———
Wells Fargo & Company
N/A—1,581,530-1,581,530-100%$69.4M———
Jones Financial Companies Lllp
N/A—1,401,861-1,401,861-100%$60.4M———
Cetera Investment Advisers
N/A—1,223,960-1,223,960-100%$53.7M———
UBS Group AG
N/A—1,108,013-1,108,013-100%$48.6M———
Osaic Holdings, Inc.
N/A—883,593-883,593-100%$38.8M———
Captrust Financial Advisors
N/A—876,248-876,248-100%$38.4M———
Bank of America Corp
N/A—732,556-732,556-100%$32.1M———
Envestnet Asset Management Inc
N/A—668,278-668,278-100%$29.3M———
Private Advisor Group, LLC
N/A—584,845-584,845-100%$25.6M———
HighPoint Advisor Group LLC
N/A—394,292-394,292-100%$17.3M———
Northwestern Mutual Wealth Management Co
N/A—356,744-356,744-100%$15.6M———
MML Investors Services, LLC
N/A—339,328-339,328-100%$14.9M———
Kickstand Ventures, Llc.
N/A—330,139-330,139-100%$14.5M———
Bleakley Financial Group, LLC
N/A—293,426-293,426-100%$12.9M———
Sittner & Nelson, LLC
N/A—267,640-267,640-100%$11.7M———
N.E.W. Advisory Services LLC
N/A—225,342-225,342-100%$9.9M———
Natixis Advisors, LLC
N/A—208,981-208,981-100%$9.2M———
Atlas Wealth LLC
N/A—167,294-167,294-100%$7.3M———
OneDigital Investment Advisors LLC
N/A—163,434-163,434-100%$7.2M———
Stratos Wealth Partners, Ltd.
N/A—150,813-150,813-100%$6.6M———
Essex Financial Services, Inc.
N/A—134,671-134,671-100%$5.9M———
Centaurus Financial, Inc.
N/A—134,669-134,669-100%$5.9M———
Barnes Pettey Financial Advisors, LLC
N/A—120,494-120,494-100%$5.3M———
Garden State Investment Advisory Services LLC
N/A—102,086-102,086-100%$4.5M———
SageGuard Financial Group, LLC
N/A—84,362-84,362-100%$3.7M———
Legacy Capital Group California, Inc.
N/A—84,145-84,145-100%$3.7M———
Steward Partners Investment Advisory, LLC
N/A—81,013-81,013-100%$3.6M———
NewEdge Advisors, LLC
N/A—78,548-78,548-100%$3.4M———
HighTower Advisors, LLC
N/A—76,362-76,362-100%$3.3M———
Royal Bank of Canada
N/A—60,476-60,476-100%$2.7M———
Stifel Financial Corp
N/A—60,092-60,092-100%$2.6M———
Janney Montgomery Scott LLC
N/A—57,400-57,400-100%$2.5M———
&partners
N/A—50,539-50,539-100%$2.2M———
AE Wealth Management LLC
N/A—47,107-47,107-100%$2.1M———
Integrated Wealth Concepts LLC
N/A—44,765-44,765-100%$2.0M———
Equitable Holdings, Inc.
N/A—36,515-36,515-100%$1.6M———
Capital Analysts, LLC
N/A—34,221-34,221-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—32,487-32,487-100%$1.4M———
GeoWealth Management, LLC
N/A—31,185-31,185-100%$1.4M———
IFG Advisory, LLC
N/A—31,045-31,045-100%$1.4M———
Brown Advisory Inc
N/A—29,543-29,543-100%$1.3M———
Benjamin Edwards Inc
N/A—28,601-28,601-100%$1.3M———
IHT Wealth Management, LLC
N/A—28,267-28,267-100%$1.2M———
Principal Securities, Inc.
N/A—25,655-25,655-100%$1.1M———
Global Retirement Partners, LLC
N/A—23,939-23,939-100%$1.0M———
CreativeOne Wealth, LLC
N/A—21,902-21,902-100%$960.4K———
Citadel Advisors LLC
N/A—21,743-21,743-100%$953.4K———
Morgan Stanley
N/A—21,103-21,103-100%$925.4K———
JPMorgan Chase & Co
N/A—18,233-18,233-100%$793.3K———
AQR Capital Management LLC
N/A—17,437-17,437-100%$764.6K———
World Investment Advisors
N/A—16,935-16,935-100%$633.6K———
Ameritas Advisory Services, LLC
N/A—16,441-16,441-100%$720.9K———
Gladstone Institutional Advisory LLC
N/A—14,440-14,440-100%$633.2K———
Stratos Wealth Advisors, LLC
N/A—14,431-14,431-100%$632.8K———
Composition Wealth, LLC
N/A—13,701-13,701-100%$600.8K———
Bradley Foster & Sargent Inc
N/A—13,555-13,555-100%$594.4K———
Western Wealth Management, LLC
N/A—12,708-12,708-100%$557.3K———
Security National Bank of Sioux City Iowa
N/A—12,253-12,253-100%$537.3K———
Harbour Investments, Inc.
N/A—12,011-12,011-100%$526.7K———
Harborfront Financial Group LLC
N/A—11,974-11,974-100%$525.1K———
Cofg Advisors, LLC
N/A—10,756-10,756-100%$471.7K———
Thoroughbred Financial Services, LLC
N/A—9,310-9,310-100%$408.0K———
Kovack Advisors, Inc.
N/A—8,345-8,345-100%$363.7K———
Ausdal Financial Partners, Inc.
N/A—8,251-8,251-100%$361.8K———
Baird Financial Group, Inc.
N/A—7,789-7,789-100%$341.5K———
National Bank of Canada
N/A—7,711-7,711-100%$337.4K———
Moneta Group Investment Advisors LLC
N/A—6,319-6,319-100%$277.1K———
Keystone Financial Services, LLC
N/A—6,313-6,313-100%$276.8K———
Security National Bank of SO DAK
N/A—6,110-6,110-100%$267.9K———
EWA, LLC
N/A—6,081-6,081-100%$266.6K———
BFC Planning, Inc.
N/A—5,555-5,555-100%$243.6K———
Wealth Alliance, LLC
N/A—4,597-4,597-100%$201.6K———
Aberdeen Wealth Management LLC
N/A—3,685-3,685-100%$161.6K———
Brown Brothers Harriman & Co
N/A—2,742-2,742-100%$120.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,682-1,682-100%$73.8K———
BlackRock, Inc.
N/A—1,000-1,000-100%$43.9K———
Fourth Dimension Wealth, LLC
N/A—936-936-100%$41.0K———
Bank of Montreal
N/A—893-893-100%$39.2K———
Geneos Wealth Management Inc.
N/A—850-850-100%$37.3K———
Arax Advisory Partners
N/A—753-753-100%$33.0K———
Founders Financial Alliance, LLC
N/A—350-350-100%$15.3K———
Continuum Advisory, LLC
N/A—291-291-100%$12.8K———
Vanguard Advisers Inc
N/A—249-249-100%$10.9K———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$29———
Showing 193 of 193 institutions