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T Rowe Price Floating RT ETF (TFLR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Insight Wealth Strategies, LLC
DECREASED
Shares383,452 from 557,681
Change-174,229 (-31%)
Value$19.4M (-$8.7M)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
NEW
Shares307,285
Change+307,285
Value$15.5M
Filed 2026-10-16
Nestegg Advisors, Inc.
INCREASED
Shares227,349 from 164,015
Change+63,334 (+39%)
Value$11.5M (+$3.2M)
Filed 2026-10-21
Flavin Financial Services, Inc.
INCREASED
Shares204,909 from 155,733
Change+49,176 (+32%)
Value$10.3M (+$2.5M)
Filed 2026-10-21
My Personal CFO, LLC
INCREASED
Shares195,175 from 183,192
Change+11,983 (+7%)
Value$9.9M (+$621.7K)
Filed 2026-10-14
Matrix Trust Co
INCREASED
Shares170,654 from 160,001
Change+10,653 (+7%)
Value$8.6K (+$552)
Filed 2026-10-07
Commonwealth Equity Services, LLC
DECREASED
Shares162,949 from 214,733
Change-51,784 (-24%)
Value$8.2M (-$2.6M)
Filed 2026-11-02
SteelPeak Wealth, LLC
DECREASED
Shares153,245 from 176,281
Change-23,036 (-13%)
Value$7.7M (-$1.1M)
Filed 2026-10-16
Vicus Capital
INCREASED
Shares152,541 from 145,340
Change+7,201 (+5%)
Value$7.7M (+$376.7K)
Filed 2026-11-05
Bridgelight Financial Advisors, Inc.
INCREASED
Shares144,219 from 139,845
Change+4,374 (+3%)
Value$7.3M (+$233.4K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares128,141 from 116,946
Change+11,195 (+10%)
Value$6.5M (+$540.1K)
Filed 2026-10-13
Aviso Wealth Management
INCREASED
Shares122,069 from 106,129
Change+15,940 (+15%)
Value$6.2M (+$814.5K)
Filed 2026-11-04
4J Wealth Management LLC
DECREASED
Shares117,953 from 132,148
Change-14,195 (-11%)
Value$6.0M (-$705.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares104,315 from 99,796
Change+4,519 (+5%)
Value$5.3M (+$237.2K)
Filed 2026-11-02
Verus Capital Partners, LLC
DECREASED
Shares97,371 from 97,519
Change-148 (0%)
Value$4.9M (+$1.3K)
Filed 2026-11-03
Lido Advisors, LLC
NEW
Shares94,253
Change+94,253
Value$4.8M
Filed 2026-11-04
Clarity Retirement & Wealth, LLC
INCREASED
Shares89,588 from 85,235
Change+4,353 (+5%)
Value$4.5M (+$227.5K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares82,189 from 72,928
Change+9,261 (+13%)
Value$4.2K (-$3.7M)
Filed 2026-11-02
Soltis Investment Advisors LLC
NEW
Shares68,965
Change+68,965
Value$3.5M
Filed 2026-10-28
River Street Advisors LLC
INCREASED
Shares57,472 from 57,254
Change+218 (+0%)
Value$2.9M (+$16.2K)
Filed 2026-10-22
Turning Point Benefit Group, Inc.
DECREASED
Shares47,768 from 53,292
Change-5,524 (-10%)
Value$2.4M (-$277.5K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
NEW
Shares43,058
Change+43,058
Value$2.2M
Filed 2026-10-29
Red Mountain Financial, LLC
DECREASED
Shares39,056 from 39,607
Change-551 (-1%)
Value$2.0M (-$24.3K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares38,175 from 36,923
Change+1,252 (+3%)
Value$1.9M (+$66.6K)
Filed 2026-10-08
Sovran Advisors, LLC
INCREASED
Shares33,733 from 31,269
Change+2,464 (+8%)
Value$1.7M (+$115.5K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares32,779 from 32,733
Change+46 (+0%)
Value$1.7M (+$5.2K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares30,654 from 8,997
Change+21,657 (+241%)
Value$1.5M (+$1.1M)
Filed 2026-10-14
True Wealth Design, LLC
DECREASED
Shares27,026 from 27,805
Change-779 (-3%)
Value$1.4M (-$36.8K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares24,887 from 22,402
Change+2,485 (+11%)
Value$1.3M (+$127.5K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares20,515 from 8,984
Change+11,531 (+128%)
Value$1.0M (+$583.1K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
INCREASED
Shares15,902 from 13,267
Change+2,635 (+20%)
Value$803.1K (+$134.3K)
Filed 2026-11-04
Dahring | Cusmano LLC
DECREASED
Shares14,283 from 14,288
Change-5 (0%)
Value$721.3K (+$1.0K)
Filed 2026-11-03
Magnus Financial Group LLC
NEW
Shares13,674
Change+13,674
Value$690.5K
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares12,271
Change+12,271
Value$619.7K
Filed 2026-10-16
K2 Financial Inc.
INCREASED
Shares11,717 from 11,250
Change+467 (+4%)
Value$590.1K (+$21.7K)
Filed 2026-10-26
Tactive Advisors, LLC
NEW
Shares11,553
Change+11,553
Value$583.4K
Filed 2026-10-08
Spire Wealth Management
INCREASED
Shares11,447 from 11,414
Change+33 (+0%)
Value$578.1K (+$2.7K)
Filed 2026-10-30
Platt Wealth Management LLC
INCREASED
Shares11,296 from 11,133
Change+163 (+1%)
Value$570 (-$560.4K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares10,400 from 9,670
Change+730 (+8%)
Value$524.5K (+$38.4K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares9,909 from 12,910
Change-3,001 (-23%)
Value$500.4K (-$150.4K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares8,715 from 250
Change+8,465 (+3386%)
Value$440.1K (+$427.5K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
NEW
Shares8,281
Change+8,281
Value$418.2K
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares7,806 from 7,372
Change+434 (+6%)
Value$394.2K (+$22.6K)
Filed 2026-11-04
Tempus Wealth Planning, LLC
DECREASED
Shares6,078 from 10,457
Change-4,379 (-42%)
Value$306.9K (-$220.2K)
Filed 2026-10-14
Occidental Asset Management, LLC
UNCHANGED
Shares5,820 from 5,820
Change0 (0%)
Value$293.9K (+$524)
Filed 2026-11-05
Independent Financial Group, LLC
NEW
Shares5,567
Change+5,567
Value$281.1K
Filed 2026-10-13
FAI Advisors, Inc.
INCREASED
Shares5,400 from 5,332
Change+68 (+1%)
Value$272.7K (+$3.9K)
Filed 2026-10-27
D.A. Davidson & Co.
DECREASED
Shares5,151 from 5,416
Change-265 (-5%)
Value$260.1K (-$12.9K)
Filed 2026-10-28
Retirement Planning Group, LLC
UNCHANGED
Shares5,113 from 5,113
Change0 (0%)
Value$258.2K (+$461)
Filed 2026-10-19
Cottage Street Advisors LLC
INCREASED
Shares4,896 from 4,837
Change+59 (+1%)
Value$247.3K (+$3.4K)
Filed 2026-10-19
Perigon Wealth Management, LLC
INCREASED
Shares4,851 from 4,411
Change+440 (+10%)
Value$245.0K (+$22.6K)
Filed 2026-10-22
Flagstar Securities, Inc
NEW
Shares4,758
Change+4,758
Value$240.3K
Filed 2026-10-15
National Wealth Management Group, LLC
NEW
Shares4,707
Change+4,707
Value$237.7K
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares4,309 from 4,580
Change-271 (-6%)
Value$218 (-$230.8K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
INCREASED
Shares3,454 from 3,408
Change+46 (+1%)
Value$174.4K (+$2.6K)
Filed 2026-10-28
Security National Bank
NEW
Shares3,439
Change+3,439
Value$173.7K
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares2,739 from 2,446
Change+293 (+12%)
Value$138.3K (+$15.0K)
Filed 2026-11-04
Old Second National Bank of Aurora
INCREASED
Shares2,570 from 2,462
Change+108 (+4%)
Value$129.8K (+$5.7K)
Filed 2026-10-22
Elyxium Wealth, LLC
NEW
Shares2,095
Change+2,095
Value$105.8K
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares1,952
Change+1,952
Value$98.6K
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares1,893 from 1,894
Change-1 (0%)
Value$95.6K (+$120)
Filed 2026-10-20
Compass Financial Management LLC
NEW
Shares1,363
Change+1,363
Value$68.8K
Filed 2026-10-30
WPG Advisers, LLC
INCREASED
Shares1,094 from 1,092
Change+2 (+0%)
Value$55.2K (+$199)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares671 from 200
Change+471 (+236%)
Value$33.9K (+$23.8K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares441 from 346
Change+95 (+27%)
Value$22.3K (+$4.8K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.2K (+$36)
Filed 2026-10-16
Meriwether Wealth & Planning, LLC
NEW
Shares319
Change+319
Value$16.1K
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares266 from 204
Change+62 (+30%)
Value$13.4K (+$3.1K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
DECREASED
Shares257 from 427
Change-170 (-40%)
Value$13.0K (-$8.5K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares42 from 41
Change+1 (+2%)
Value$2.1K (+$20)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.9K (+$3)
Filed 2026-10-14
Trust Co of Toledo NA
NEW
Shares30
Change+30
Value$1.5K
Filed 2026-10-16
Creative Financial Designs Inc
NEW
Shares15
Change+15
Value$758
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares12 from 18
Change-6 (-33%)
Value$606 (-$301)
Filed 2026-10-21
Horizon Financial Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$556 (+$1)
Filed 2026-11-04
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 12,881
Change-12,881 (-100%)
Value$0 (-$649.3K)
Filed 2026-10-28
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 7,001
Change-7,001 (-100%)
Value$0 (-$352.9K)
Filed 2026-11-02
WealthCare Asset Management, LLC
CLOSED
Shares0 from 6,362
Change-6,362 (-100%)
Value$0 (-$320.7K)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 5,673
Change-5,673 (-100%)
Value$0 (-$286.0K)
Filed 2026-11-05
Fifth Third Securities, Inc.
CLOSED
Shares0 from 4,871
Change-4,871 (-100%)
Value$0 (-$245.5K)
Filed 2026-10-21
CoreCap Advisors, LLC
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$31.4K)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 249
Change-249 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-14
Blue Trust, Inc.
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$456)
Filed 2026-10-16
SEI Investments Co
N/A
Shares— from 1,691,342
Change-1,691,342 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 675,599
Change-675,599 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 301,290
Change-301,290 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 267,075
Change-267,075 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 252,312
Change-252,312 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 242,888
Change-242,888 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 173,487
Change-173,487 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 168,403
Change-168,403 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 146,534
Change-146,534 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 134,067
Change-134,067 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 98,088
Change-98,088 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 88,523
Change-88,523 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 84,872
Change-84,872 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 77,977
Change-77,977 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 58,619
Change-58,619 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 55,110
Change-55,110 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,577
Change-40,577 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 38,305
Change-38,305 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 33,156
Change-33,156 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,970
Change-24,970 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,662
Change-24,662 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 22,735
Change-22,735 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,381
Change-21,381 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 18,469
Change-18,469 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,974
Change-15,974 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 13,017
Change-13,017 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,966
Change-12,966 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,765
Change-7,765 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 7,174
Change-7,174 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 778
Change-778 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Insight Wealth Strategies, LLC
DECREASED383,452557,681-174,229-31%$28.1M$19.4M-$8.7M2026-10-09
Onyx Bridge Wealth Group LLC
NEW307,285—+307,285——$15.5M—2026-10-16
Nestegg Advisors, Inc.
INCREASED227,349164,015+63,334+39%$8.3M$11.5M+$3.2M2026-10-21
Flavin Financial Services, Inc.
INCREASED204,909155,733+49,176+32%$7.9M$10.3M+$2.5M2026-10-21
My Personal CFO, LLC
INCREASED195,175183,192+11,983+7%$9.2M$9.9M+$621.7K2026-10-14
Matrix Trust Co
INCREASED170,654160,001+10,653+7%$8.1K$8.6K+$5522026-10-07
Commonwealth Equity Services, LLC
DECREASED162,949214,733-51,784-24%$10.8M$8.2M-$2.6M2026-11-02
SteelPeak Wealth, LLC
DECREASED153,245176,281-23,036-13%$8.9M$7.7M-$1.1M2026-10-16
Vicus Capital
INCREASED152,541145,340+7,201+5%$7.3M$7.7M+$376.7K2026-11-05
Bridgelight Financial Advisors, Inc.
INCREASED144,219139,845+4,374+3%$7.0M$7.3M+$233.4K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED128,141116,946+11,195+10%$5.9M$6.5M+$540.1K2026-10-13
Aviso Wealth Management
INCREASED122,069106,129+15,940+15%$5.3M$6.2M+$814.5K2026-11-04
4J Wealth Management LLC
DECREASED117,953132,148-14,195-11%$6.7M$6.0M-$705.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED104,31599,796+4,519+5%$5.0M$5.3M+$237.2K2026-11-02
Verus Capital Partners, LLC
DECREASED97,37197,519-1480%$4.9M$4.9M+$1.3K2026-11-03
Lido Advisors, LLC
NEW94,253—+94,253——$4.8M—2026-11-04
Clarity Retirement & Wealth, LLC
INCREASED89,58885,235+4,353+5%$4.3M$4.5M+$227.5K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED82,18972,928+9,261+13%$3.7M$4.2K-$3.7M2026-11-02
Soltis Investment Advisors LLC
NEW68,965—+68,965——$3.5M—2026-10-28
River Street Advisors LLC
INCREASED57,47257,254+218+0%$2.9M$2.9M+$16.2K2026-10-22
Turning Point Benefit Group, Inc.
DECREASED47,76853,292-5,524-10%$2.7M$2.4M-$277.5K2026-10-28
Summit Wealth Group LLC / Co
NEW43,058—+43,058——$2.2M—2026-10-29
Red Mountain Financial, LLC
DECREASED39,05639,607-551-1%$2.0M$2.0M-$24.3K2026-11-03
Farther Finance Advisors, LLC
INCREASED38,17536,923+1,252+3%$1.9M$1.9M+$66.6K2026-10-08
Sovran Advisors, LLC
INCREASED33,73331,269+2,464+8%$1.6M$1.7M+$115.5K2026-11-02
Truist Financial Corp
INCREASED32,77932,733+46+0%$1.7M$1.7M+$5.2K2026-10-30
Davenport & Co LLC
INCREASED30,6548,997+21,657+241%$453.5K$1.5M+$1.1M2026-10-14
True Wealth Design, LLC
DECREASED27,02627,805-779-3%$1.4M$1.4M-$36.8K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED24,88722,402+2,485+11%$1.1M$1.3M+$127.5K2026-10-13
United Advisor Group, LLC
INCREASED20,5158,984+11,531+128%$452.9K$1.0M+$583.1K2026-11-03
1620 Investment Advisors, Inc.
INCREASED15,90213,267+2,635+20%$668.8K$803.1K+$134.3K2026-11-04
Dahring | Cusmano LLC
DECREASED14,28314,288-50%$720.3K$721.3K+$1.0K2026-11-03
Magnus Financial Group LLC
NEW13,674—+13,674——$690.5K—2026-10-21
Concurrent Investment Advisors, LLC
NEW12,271—+12,271——$619.7K—2026-10-16
K2 Financial Inc.
INCREASED11,71711,250+467+4%$568.4K$590.1K+$21.7K2026-10-26
Tactive Advisors, LLC
NEW11,553—+11,553——$583.4K—2026-10-08
Spire Wealth Management
INCREASED11,44711,414+33+0%$575.4K$578.1K+$2.7K2026-10-30
Platt Wealth Management LLC
INCREASED11,29611,133+163+1%$561.0K$570-$560.4K2026-11-04
TD Waterhouse Canada Inc.
INCREASED10,4009,670+730+8%$486.1K$524.5K+$38.4K2026-10-16
J.W. Cole Advisors, Inc.
DECREASED9,90912,910-3,001-23%$650.8K$500.4K-$150.4K2026-11-05
IFP Advisors, Inc
INCREASED8,715250+8,465+3386%$12.6K$440.1K+$427.5K2026-10-16
Riverbend Wealth Management, LLC
NEW8,281—+8,281——$418.2K—2026-10-15
Csenge Advisory Group
INCREASED7,8067,372+434+6%$371.6K$394.2K+$22.6K2026-11-04
Tempus Wealth Planning, LLC
DECREASED6,07810,457-4,379-42%$527.1K$306.9K-$220.2K2026-10-14
Occidental Asset Management, LLC
UNCHANGED5,8205,82000%$293.4K$293.9K+$5242026-11-05
Independent Financial Group, LLC
NEW5,567—+5,567——$281.1K—2026-10-13
FAI Advisors, Inc.
INCREASED5,4005,332+68+1%$268.8K$272.7K+$3.9K2026-10-27
D.A. Davidson & Co.
DECREASED5,1515,416-265-5%$273.0K$260.1K-$12.9K2026-10-28
Retirement Planning Group, LLC
UNCHANGED5,1135,11300%$257.7K$258.2K+$4612026-10-19
Cottage Street Advisors LLC
INCREASED4,8964,837+59+1%$243.8K$247.3K+$3.4K2026-10-19
Perigon Wealth Management, LLC
INCREASED4,8514,411+440+10%$222.4K$245.0K+$22.6K2026-10-22
Flagstar Securities, Inc
NEW4,758—+4,758——$240.3K—2026-10-15
National Wealth Management Group, LLC
NEW4,707—+4,707——$237.7K—2026-10-26
Park Avenue Securities LLC
DECREASED4,3094,580-271-6%$231.0K$218-$230.8K2026-10-26
Cranbrook Wealth Management, LLC
INCREASED3,4543,408+46+1%$171.8K$174.4K+$2.6K2026-10-28
Security National Bank
NEW3,439—+3,439——$173.7K—2026-10-26
EverSource Wealth Advisors, LLC
INCREASED2,7392,446+293+12%$123.3K$138.3K+$15.0K2026-11-04
Old Second National Bank of Aurora
INCREASED2,5702,462+108+4%$124.1K$129.8K+$5.7K2026-10-22
Elyxium Wealth, LLC
NEW2,095—+2,095——$105.8K—2026-10-27
MidAtlantic Capital Management, Inc.
NEW1,952—+1,952——$98.6K—2026-11-05
Private Trust Co NA
DECREASED1,8931,894-10%$95.5K$95.6K+$1202026-10-20
Compass Financial Management LLC
NEW1,363—+1,363——$68.8K—2026-10-30
WPG Advisers, LLC
INCREASED1,0941,092+2+0%$55.0K$55.2K+$1992026-10-27
Capital Investment Advisory Services, LLC
INCREASED671200+471+236%$10.1K$33.9K+$23.8K2026-10-30
Rossby Financial, LCC
INCREASED441346+95+27%$17.4K$22.3K+$4.8K2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED40040000%$20.2K$20.2K+$362026-10-16
Meriwether Wealth & Planning, LLC
NEW319—+319——$16.1K—2026-10-13
Cape Investment Advisory, Inc.
INCREASED266204+62+30%$10.3K$13.4K+$3.1K2026-10-13
Silver Grove Financial Group, Inc.
DECREASED257427-170-40%$21.5K$13.0K-$8.5K2026-11-05
Signature Equity Partners, LLC
INCREASED4241+1+2%$2.1K$2.1K+$202026-10-29
Triumph Capital Management
UNCHANGED383800%$1.9K$1.9K+$32026-10-14
Trust Co of Toledo NA
NEW30—+30——$1.5K—2026-10-16
Creative Financial Designs Inc
NEW15—+15——$758—2026-11-04
Assetmark, Inc
DECREASED1218-6-33%$907$606-$3012026-10-21
Horizon Financial Services, LLC
UNCHANGED111100%$555$556+$12026-11-04
Clear Creek Financial Management, LLC
CLOSED012,881-12,881-100%$649.3K$0-$649.3K2026-10-28
Schmidt P J Investment Management Inc
CLOSED07,001-7,001-100%$352.9K$0-$352.9K2026-11-02
WealthCare Asset Management, LLC
CLOSED06,362-6,362-100%$320.7K$0-$320.7K2026-10-26
Jefferies Financial Group Inc.
CLOSED05,673-5,673-100%$286.0K$0-$286.0K2026-11-05
Fifth Third Securities, Inc.
CLOSED04,871-4,871-100%$245.5K$0-$245.5K2026-10-21
CoreCap Advisors, LLC
CLOSED0622-622-100%$31.4K$0-$31.4K2026-10-08
AdvisorNet Financial, Inc
CLOSED0249-249-100%$12.6K$0-$12.6K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0150-150-100%$7.6K$0-$7.6K2026-10-14
Blue Trust, Inc.
CLOSED053-53-100%$2.7K$0-$2.7K2026-10-15
Cornerstone Planning Group LLC
CLOSED09-9-100%$456$0-$4562026-10-16
SEI Investments Co
N/A—1,691,342-1,691,342-100%$85.3M———
Raymond James Financial Inc
N/A—675,599-675,599-100%$34.1M———
Cetera Investment Advisers
N/A—301,290-301,290-100%$15.2M———
Castle Wealth Management LLC
N/A—267,075-267,075-100%$13.5M———
Bank of America Corp
N/A—252,312-252,312-100%$12.7M———
Stifel Financial Corp
N/A—242,888-242,888-100%$12.2M———
Goldman Sachs Group Inc
N/A—173,487-173,487-100%$8.7M———
Strategic Financial Concepts, LLC
N/A—168,403-168,403-100%$8.5M———
Envestnet Asset Management Inc
N/A—146,534-146,534-100%$7.4M———
Osaic Holdings, Inc.
N/A—134,067-134,067-100%$6.8M———
Retirement Management Systems Inc.
N/A—98,088-98,088-100%$4.9M———
Principal Securities, Inc.
N/A—88,523-88,523-100%$4.5M———
Advyzon Investment Management, LLC
N/A—84,872-84,872-100%$4.3M———
LPL Financial LLC
N/A—77,977-77,977-100%$3.9M———
Beacon Pointe Advisors, LLC
N/A—58,619-58,619-100%$3.0M———
Clark Capital Management Group, Inc.
N/A—55,110-55,110-100%$2.8M———
Citadel Advisors LLC
N/A—40,577-40,577-100%$2.0M———
Price T Rowe Associates Inc
N/A—38,305-38,305-100%$1.9M———
McNamara Financial Services, Inc.
N/A—33,156-33,156-100%$1.7M———
Mariner, LLC
N/A—24,970-24,970-100%$1.3M———
MML Investors Services, LLC
N/A—24,662-24,662-100%$1.2M———
OneAscent Financial Services LLC
N/A—22,735-22,735-100%$1.1M———
Jane Street Group, LLC
N/A—21,381-21,381-100%$1.1M———
Merit Financial Group, LLC
N/A—18,469-18,469-100%$931.0K———
Royal Bank of Canada
N/A—15,974-15,974-100%$805.0K———
Level Four Advisory Services, LLC
N/A—13,064-13,064-100%$658.6K———
Wealthspire Retirement, LLC
N/A—13,017-13,017-100%$656.2K———
Arkadios Wealth Advisors
N/A—12,966-12,966-100%$653.6K———
NewEdge Advisors, LLC
N/A—7,765-7,765-100%$391.4K———
Great Valley Advisor Group, Inc.
N/A—7,726-7,726-100%$389.0K———
Harbour Investments, Inc.
N/A—7,457-7,457-100%$375.9K———
N.E.W. Advisory Services LLC
N/A—7,174-7,174-100%$361.7K———
Global Retirement Partners, LLC
N/A—4,958-4,958-100%$249.9K———
Allworth Financial LP
N/A—4,887-4,887-100%$246.4K———
Alexander Labrunerie & Co., Inc.
N/A—4,685-4,685-100%$236.2K———
Two Sigma Securities, LLC
N/A—4,343-4,343-100%$218.9K———
Morgan Stanley
N/A—3,060-3,060-100%$154.3K———
Ameritas Advisory Services, LLC
N/A—1,498-1,498-100%$75.5K———
BlackRock, Inc.
N/A—1,000-1,000-100%$50.4K———
PNC Financial Services Group, Inc.
N/A—778-778-100%$39.2K———
Allied Private Wealth LLC
N/A—490-490-100%$24.8K———
Geneos Wealth Management Inc.
N/A—300-300-100%$15.1K———
Synergy Investment Management, LLC
N/A—84-84-100%$4.2K———
Top Private Wealth Llc.
N/A—77-77-100%$3.9K———
Ameriflex Group, Inc.
N/A—50-50-100%$2.5K———
Continuum Advisory, LLC
N/A—49-49-100%$2.5K———
Wells Fargo & Company
N/A—1-1-100%$37———
FMR LLC
N/A—1-1-100%$50———
Showing 133 of 133 institutions