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Abrdn Healthcare Investors (HQH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares642,918 from 582,882
Change+60,036 (+10%)
Value$13.4M (+$618.8K)
Filed 2026-11-06
Samalin Investment Counsel, LLC
INCREASED
Shares182,351 from 154,616
Change+27,735 (+18%)
Value$3.8M (+$410.8K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares152,632 from 131,800
Change+20,832 (+16%)
Value$3.2M (+$291.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares118,548 from 116,304
Change+2,244 (+2%)
Value$2.5M (-$79.9K)
Filed 2026-10-26
Smith Asset Management Co., LLC
DECREASED
Shares111,254 from 112,724
Change-1,470 (-1%)
Value$2.3M (-$153.6K)
Filed 2026-10-16
NWF Advisory Services Inc.
INCREASED
Shares102,861 from 98,507
Change+4,354 (+4%)
Value$2.1M (-$16.4K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares80,166 from 87,280
Change-7,114 (-8%)
Value$1.7K (-$1.9M)
Filed 2026-11-02
Sage Capital Management, LLC
INCREASED
Shares74,637 from 73,807
Change+830 (+1%)
Value$1.6M (-$63.1K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares61,254 from 76,373
Change-15,119 (-20%)
Value$1.3M (-$399.1K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares58,228 from 23,585
Change+34,643 (+147%)
Value$1.2M (+$698.0K)
Filed 2026-11-09
Todd Wealth Management, LLC
DECREASED
Shares51,908 from 51,993
Change-85 (0%)
Value$1.1M (-$58.4K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares51,403 from 46,103
Change+5,300 (+12%)
Value$1.1K (-$1.0M)
Filed 2026-10-22
Triumph Capital Management
DECREASED
Shares44,893 from 45,512
Change-619 (-1%)
Value$937.8K (-$62.5K)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares42,146 from 42,947
Change-801 (-2%)
Value$880.4K (-$63.5K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares41,104 from 40,226
Change+878 (+2%)
Value$858.7K (-$25.5K)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares38,308 from 38,308
Change0 (0%)
Value$800.3K (-$41.8K)
Filed 2026-10-16
Abel Hall, LLC
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$689.4K (-$36.0K)
Filed 2026-10-19
Closed-End Fund Advisors, Inc.
DECREASED
Shares32,058 from 32,293
Change-235 (-1%)
Value$669.7K (-$40.1K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares31,147 from 31,122
Change+25 (+0%)
Value$650.7K (-$33.4K)
Filed 2026-11-05
Sage Capital Advisors,llc
INCREASED
Shares30,848 from 19,727
Change+11,121 (+56%)
Value$644.4K (+$210.8K)
Filed 2026-10-13
Wespac Advisors, LLC
INCREASED
Shares23,174 from 23,153
Change+21 (+0%)
Value$484.1K (-$24.8K)
Filed 2026-10-26
City of London Investment Management Co LTD
DECREASED
Shares23,000 from 51,952
Change-28,952 (-56%)
Value$480.5K (-$661.4K)
Filed 2026-10-30
Turner Financial Group, Inc.
INCREASED
Shares18,732 from 17,646
Change+1,086 (+6%)
Value$391.3K (+$3.4K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares18,329 from 18,329
Change0 (0%)
Value$382.9K (-$20.0K)
Filed 2026-10-30
Uhlmann Price Securities, LLC
DECREASED
Shares17,115 from 17,406
Change-291 (-2%)
Value$357.6K (-$25.0K)
Filed 2026-11-03
Vista Investment Partners II, LLC
INCREASED
Shares13,358 from 13,154
Change+204 (+2%)
Value$279.0K (-$10.1K)
Filed 2026-10-15
Creative Planning
DECREASED
Shares12,254 from 14,906
Change-2,652 (-18%)
Value$256.0K (-$71.6K)
Filed 2026-11-02
Advisory Advocates, LLC
INCREASED
Shares12,221 from 11,271
Change+950 (+8%)
Value$255.3K (+$7.6K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
DECREASED
Shares11,902 from 11,942
Change-40 (0%)
Value$248.6K (-$13.8K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares11,423 from 11,423
Change0 (0%)
Value$251.1K ($0)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares11,221 from 19,757
Change-8,536 (-43%)
Value$214.7K (-$211.9K)
Filed 2026-10-13
Independent Financial Group, LLC
UNCHANGED
Shares11,056 from 11,056
Change0 (0%)
Value$231.0K (-$12.1K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares10,753 from 10,201
Change+552 (+5%)
Value$224.6K (+$415)
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares10,093 from 11,489
Change-1,396 (-12%)
Value$210.8K (-$41.7K)
Filed 2026-10-08
180 Wealth Advisors, LLC
INCREASED
Shares10,082 from 9,979
Change+103 (+1%)
Value$210.6K (-$8.7K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares10,066 from 10,049
Change+17 (+0%)
Value$210.3K (-$10.6K)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares9,958 from 9,664
Change+294 (+3%)
Value$208.0K (-$4.4K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares7,174 from 6,939
Change+235 (+3%)
Value$149.9K (-$2.6K)
Filed 2026-11-05
IFG Advisory, LLC
DECREASED
Shares5,000 from 5,153
Change-153 (-3%)
Value$104.5K (-$8.8K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$104.5K (-$5.5K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares4,645 from 3,445
Change+1,200 (+35%)
Value$97.0K (+$21.3K)
Filed 2026-11-05
Cullen T Bankers, Inc.
UNCHANGED
Shares4,397 from 4,397
Change0 (0%)
Value$91.9K (-$4.8K)
Filed 2026-10-28
Harbour Investments, Inc.
DECREASED
Shares3,039 from 3,047
Change-8 (0%)
Value$63.5K (-$3.5K)
Filed 2026-11-09
North Star Investment Management Corp.
UNCHANGED
Shares2,674 from 2,674
Change0 (0%)
Value$55.9K (-$2.9K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED
Shares2,463 from 13,718
Change-11,255 (-82%)
Value$51.5K (-$250.1K)
Filed 2026-10-29
Costello Asset Management, Inc
INCREASED
Shares2,401 from 2,336
Change+65 (+3%)
Value$50.2K (-$1.2K)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$48.8K (-$2.5K)
Filed 2026-10-08
Geneos Wealth Management Inc.
INCREASED
Shares1,723 from 72
Change+1,651 (+2293%)
Value$36.0K (+$34.4K)
Filed 2026-11-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$34.6K (-$1.8K)
Filed 2026-10-16
Kennebec Savings Bank
INCREASED
Shares1,326 from 1,287
Change+39 (+3%)
Value$27.7K (-$588)
Filed 2026-10-22
Key FInancial Inc
INCREASED
Shares1,319 from 1,280
Change+39 (+3%)
Value$27.6K (-$580)
Filed 2026-11-02
Clearstead Advisors, LLC
NEW
Shares1,215
Change+1,215
Value$25.4K
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares896 from 1,487
Change-591 (-40%)
Value$18.7K (-$14.0K)
Filed 2026-10-27
Eastern Bank
NEW
Shares883
Change+883
Value$18.4K
Filed 2026-10-05
Bank of New Hampshire
NEW
Shares797
Change+797
Value$16.6K
Filed 2026-10-06
WPG Advisers, LLC
DECREASED
Shares546 from 710
Change-164 (-23%)
Value$11.4K (-$4.2K)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$11.2K (-$583)
Filed 2026-10-30
Mather Group, Llc.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$8.8K (-$457)
Filed 2026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares334
Change+334
Value$7.0K
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares228 from 222
Change+6 (+3%)
Value$4.8K (-$117)
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares156 from 173
Change-17 (-10%)
Value$3.3K (-$544)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares144
Change+144
Value$3.0K
Filed 2026-10-21
Highline Wealth Partners LLC
NEW
Shares121
Change+121
Value$2.5K
Filed 2026-10-19
Nexus Investment Management ULC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$2.1K (-$110)
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$2.0K (-$103)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$1.1K (-$58)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$543 (-$28)
Filed 2026-10-21
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$522 (-$28)
Filed 2026-11-09
Founders Capital Management
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-13
Montag A & Associates Inc
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-14
Bessemer Group Inc
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 ($0)
Filed 2026-11-09
Morgan Stanley
N/A
Shares— from 4,466,114
Change-4,466,114 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,229,661
Change-1,229,661 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,194,853
Change-1,194,853 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 665,476
Change-665,476 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 524,781
Change-524,781 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 465,769
Change-465,769 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 320,825
Change-320,825 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 230,448
Change-230,448 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 226,301
Change-226,301 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 214,304
Change-214,304 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 164,510
Change-164,510 (-100%)
Value—
UBS Group AG
N/A
Shares— from 133,040
Change-133,040 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 131,570
Change-131,570 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 121,516
Change-121,516 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 114,792
Change-114,792 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 101,994
Change-101,994 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 89,573
Change-89,573 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 86,488
Change-86,488 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 61,345
Change-61,345 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,059
Change-60,059 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 57,971
Change-57,971 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 56,858
Change-56,858 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 53,461
Change-53,461 (-100%)
Value—
Stephens Inc
N/A
Shares— from 46,190
Change-46,190 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 41,797
Change-41,797 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 39,989
Change-39,989 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 34,259
Change-34,259 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 30,515
Change-30,515 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 27,808
Change-27,808 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 23,286
Change-23,286 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,633
Change-18,633 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,875
Change-17,875 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,268
Change-14,268 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,139
Change-14,139 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 13,861
Change-13,861 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,171
Change-13,171 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 11,924
Change-11,924 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,773
Change-11,773 (-100%)
Value—
&partners
N/A
Shares— from 10,587
Change-10,587 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,386
Change-10,386 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,536
Change-9,536 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,645
Change-6,645 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,271
Change-3,271 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 599
Change-599 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 52
Change-52 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39
Change-39 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED642,918582,882+60,036+10%$12.8M$13.4M+$618.8K2026-11-06
Samalin Investment Counsel, LLC
INCREASED182,351154,616+27,735+18%$3.4M$3.8M+$410.8K2026-10-23
Kestra Advisory Services, LLC
INCREASED152,632131,800+20,832+16%$2.9M$3.2M+$291.5K2026-11-02
Oppenheimer & Co Inc
INCREASED118,548116,304+2,244+2%$2.6M$2.5M-$79.9K2026-10-26
Smith Asset Management Co., LLC
DECREASED111,254112,724-1,470-1%$2.5M$2.3M-$153.6K2026-10-16
NWF Advisory Services Inc.
INCREASED102,86198,507+4,354+4%$2.2M$2.1M-$16.4K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED80,16687,280-7,114-8%$1.9M$1.7K-$1.9M2026-11-02
Sage Capital Management, LLC
INCREASED74,63773,807+830+1%$1.6M$1.6M-$63.1K2026-10-20
Commonwealth Equity Services, LLC
DECREASED61,25476,373-15,119-20%$1.7M$1.3M-$399.1K2026-11-02
Compound Planning, Inc.
INCREASED58,22823,585+34,643+147%$518.4K$1.2M+$698.0K2026-11-09
Todd Wealth Management, LLC
DECREASED51,90851,993-850%$1.1M$1.1M-$58.4K2026-10-19
Wedbush Securities Inc
INCREASED51,40346,103+5,300+12%$1.0M$1.1K-$1.0M2026-10-22
Triumph Capital Management
DECREASED44,89345,512-619-1%$1.0M$937.8K-$62.5K2026-10-14
AlphaCore Capital LLC
DECREASED42,14642,947-801-2%$944.0K$880.4K-$63.5K2026-11-04
MGO One Seven LLC
INCREASED41,10440,226+878+2%$884.2K$858.7K-$25.5K2026-10-28
Cyndeo Wealth Partners, LLC
UNCHANGED38,30838,30800%$842.0K$800.3K-$41.8K2026-10-16
Abel Hall, LLC
UNCHANGED33,00033,00000%$725.3K$689.4K-$36.0K2026-10-19
Closed-End Fund Advisors, Inc.
DECREASED32,05832,293-235-1%$709.8K$669.7K-$40.1K2026-11-04
Nations Financial Group Inc,
INCREASED31,14731,122+25+0%$684.1K$650.7K-$33.4K2026-11-05
Sage Capital Advisors,llc
INCREASED30,84819,727+11,121+56%$433.6K$644.4K+$210.8K2026-10-13
Wespac Advisors, LLC
INCREASED23,17423,153+21+0%$508.9K$484.1K-$24.8K2026-10-26
City of London Investment Management Co LTD
DECREASED23,00051,952-28,952-56%$1.1M$480.5K-$661.4K2026-10-30
Turner Financial Group, Inc.
INCREASED18,73217,646+1,086+6%$387.9K$391.3K+$3.4K2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED18,32918,32900%$402.9K$382.9K-$20.0K2026-10-30
Uhlmann Price Securities, LLC
DECREASED17,11517,406-291-2%$382.6K$357.6K-$25.0K2026-11-03
Vista Investment Partners II, LLC
INCREASED13,35813,154+204+2%$289.1K$279.0K-$10.1K2026-10-15
Creative Planning
DECREASED12,25414,906-2,652-18%$327.6K$256.0K-$71.6K2026-11-02
Advisory Advocates, LLC
INCREASED12,22111,271+950+8%$247.7K$255.3K+$7.6K2026-11-05
Ashton Thomas Securities, LLC
DECREASED11,90211,942-400%$262.5K$248.6K-$13.8K2026-10-26
Allworth Financial LP
UNCHANGED11,42311,42300%$251.1K$251.1K$02026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED11,22119,757-8,536-43%$426.6K$214.7K-$211.9K2026-10-13
Independent Financial Group, LLC
UNCHANGED11,05611,05600%$243.0K$231.0K-$12.1K2026-10-13
Moors & Cabot, Inc.
INCREASED10,75310,201+552+5%$224.2K$224.6K+$4152026-11-06
CoreCap Advisors, LLC
DECREASED10,09311,489-1,396-12%$252.5K$210.8K-$41.7K2026-10-08
180 Wealth Advisors, LLC
INCREASED10,0829,979+103+1%$219.3K$210.6K-$8.7K2026-11-03
Lido Advisors, LLC
INCREASED10,06610,049+17+0%$220.9K$210.3K-$10.6K2026-11-04
Moody Lynn Lieberson & Walker, LLC
INCREASED9,9589,664+294+3%$212.4K$208.0K-$4.4K2026-10-14
Fifth Third Bancorp
INCREASED7,1746,939+235+3%$152.5K$149.9K-$2.6K2026-11-05
IFG Advisory, LLC
DECREASED5,0005,153-153-3%$113.3K$104.5K-$8.8K2026-11-09
EverSource Wealth Advisors, LLC
UNCHANGED5,0005,00000%$109.9K$104.5K-$5.5K2026-11-04
US Bancorp \de\
INCREASED4,6453,445+1,200+35%$75.7K$97.0K+$21.3K2026-11-05
Cullen T Bankers, Inc.
UNCHANGED4,3974,39700%$96.6K$91.9K-$4.8K2026-10-28
Harbour Investments, Inc.
DECREASED3,0393,047-80%$67.0K$63.5K-$3.5K2026-11-09
North Star Investment Management Corp.
UNCHANGED2,6742,67400%$58.8K$55.9K-$2.9K2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED2,46313,718-11,255-82%$301.5K$51.5K-$250.1K2026-10-29
Costello Asset Management, Inc
INCREASED2,4012,336+65+3%$51.3K$50.2K-$1.2K2026-10-30
Farther Finance Advisors, LLC
UNCHANGED2,3342,33400%$51.3K$48.8K-$2.5K2026-10-08
Geneos Wealth Management Inc.
INCREASED1,72372+1,651+2293%$1.6K$36.0K+$34.4K2026-11-09
Brown, Lisle Ings, Inc.
UNCHANGED1,6561,65600%$36.4K$34.6K-$1.8K2026-10-16
Kennebec Savings Bank
INCREASED1,3261,287+39+3%$28.3K$27.7K-$5882026-10-22
Key FInancial Inc
INCREASED1,3191,280+39+3%$28.1K$27.6K-$5802026-11-02
Clearstead Advisors, LLC
NEW1,215—+1,215——$25.4K—2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED8961,487-591-40%$32.7K$18.7K-$14.0K2026-10-27
Eastern Bank
NEW883—+883——$18.4K—2026-10-05
Bank of New Hampshire
NEW797—+797——$16.6K—2026-10-06
WPG Advisers, LLC
DECREASED546710-164-23%$15.6K$11.4K-$4.2K2026-10-27
Spire Wealth Management
UNCHANGED53553500%$11.8K$11.2K-$5832026-10-30
Mather Group, Llc.
UNCHANGED41941900%$9.2K$8.8K-$4572026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
NEW334—+334——$7.0K—2026-10-14
Pinnacle Bancorp, Inc.
INCREASED228222+6+3%$4.9K$4.8K-$1172026-10-21
Assetmark, Inc
DECREASED156173-17-10%$3.8K$3.3K-$5442026-10-21
Root Financial Partners, LLC
NEW144—+144——$3.0K—2026-10-21
Highline Wealth Partners LLC
NEW121—+121——$2.5K—2026-10-19
Nexus Investment Management ULC
UNCHANGED10110100%$2.2K$2.1K-$1102026-10-27
Gen-Wealth Partners Inc
UNCHANGED959500%$2.1K$2.0K-$1032026-11-04
JFS Wealth Advisors, LLC
UNCHANGED545400%$1.2K$1.1K-$582026-11-03
Trust Co of Vermont
UNCHANGED262600%$571$543-$282026-10-21
Caldwell Sutter Capital, Inc.
UNCHANGED252500%$550$522-$282026-11-09
Founders Capital Management
CLOSED01,000-1,000-100%$22.0K$0-$22.0K2026-10-13
Montag A & Associates Inc
CLOSED0540-540-100%$11.9K$0-$11.9K2026-10-29
Citigroup Inc
CLOSED0320-320-100%$7.0K$0-$7.0K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0245-245-100%$5.4K$0-$5.4K2026-10-14
Bessemer Group Inc
CLOSED013-13-100%$0$0$02026-11-09
Morgan Stanley
N/A—4,466,114-4,466,114-100%$98.2M———
Raymond James Financial Inc
N/A—1,229,661-1,229,661-100%$27.0M———
Penserra Capital Management LLC
N/A—1,194,853-1,194,853-100%$26.3M———
Advisors Asset Management, Inc.
N/A—665,476-665,476-100%$14.6M———
Royal Bank of Canada
N/A—524,781-524,781-100%$11.5M———
Ameriprise Financial Inc
N/A—465,769-465,769-100%$10.2M———
Needham Investment Management LLC
N/A—320,825-320,825-100%$7.1M———
Z3 Capital Partners, LLC
N/A—230,448-230,448-100%$5.1M———
Bank of America Corp
N/A—226,301-226,301-100%$5.0M———
Janney Montgomery Scott LLC
N/A—214,304-214,304-100%$4.7M———
NewEdge Advisors, LLC
N/A—164,510-164,510-100%$3.6M———
UBS Group AG
N/A—133,040-133,040-100%$2.9M———
Osaic Holdings, Inc.
N/A—131,570-131,570-100%$2.9M———
Invesco Ltd.
N/A—121,516-121,516-100%$2.7M———
First Trust Advisors LP
N/A—114,792-114,792-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—101,994-101,994-100%$2.2M———
Cohen & Steers, Inc.
N/A—89,573-89,573-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—86,488-86,488-100%$1.9M———
Private Advisor Group, LLC
N/A—61,345-61,345-100%$1.3M———
Cetera Investment Advisers
N/A—60,059-60,059-100%$1.3M———
Northern Trust Corp
N/A—57,971-57,971-100%$1.3M———
Guggenheim Capital LLC
N/A—56,858-56,858-100%$1.2M———
Evolve Private Wealth, LLC
N/A—53,461-53,461-100%$1.2M———
Stephens Inc
N/A—46,190-46,190-100%$1.0M———
AE Wealth Management LLC
N/A—41,797-41,797-100%$918.7K———
Baird Financial Group, Inc.
N/A—39,989-39,989-100%$879.0K———
World Investment Advisors
N/A—34,259-34,259-100%$609.5K———
HighTower Advisors, LLC
N/A—30,515-30,515-100%$670.7K———
Wells Fargo & Company
N/A—27,808-27,808-100%$611.2K———
Jane Street Group, LLC
N/A—23,286-23,286-100%$511.8K———
Mariner, LLC
N/A—18,633-18,633-100%$409.6K———
Benjamin Edwards Inc
N/A—17,875-17,875-100%$392.9K———
Harbour Wealth Management Group, Inc.
N/A—14,600-14,600-100%$320.9K———
Stifel Financial Corp
N/A—14,268-14,268-100%$313.6K———
Envestnet Asset Management Inc
N/A—14,139-14,139-100%$310.8K———
M&T Bank Corp
N/A—13,861-13,861-100%$304.7K———
BFC Planning, Inc.
N/A—13,171-13,171-100%$289.5K———
XTX Topco Ltd
N/A—12,713-12,713-100%$279.4K———
Concorde Asset Management, LLC
N/A—11,924-11,924-100%$262.1K———
Kovack Advisors, Inc.
N/A—11,773-11,773-100%$255.8K———
&partners
N/A—10,587-10,587-100%$232.7K———
Equitable Holdings, Inc.
N/A—10,386-10,386-100%$228.3K———
WNY Asset Management, LLC
N/A—9,536-9,536-100%$209.6K———
Atlantic Union Bankshares Corp
N/A—7,396-7,396-100%$162.6K———
Ameritas Advisory Services, LLC
N/A—6,800-6,800-100%$149.5K———
Rothschild Investment LLC
N/A—6,645-6,645-100%$146.1K———
Global Retirement Partners, LLC
N/A—4,532-4,532-100%$99.6K———
Northwestern Mutual Wealth Management Co
N/A—4,080-4,080-100%$89.7K———
SOA Wealth Advisors, Llc.
N/A—3,271-3,271-100%$71.9K———
Arax Advisory Partners
N/A—2,650-2,650-100%$58.2K———
Bartlett & Co. Wealth Management LLC
N/A—2,024-2,024-100%$44.5K———
Millstone Evans Group, LLC
N/A—2,004-2,004-100%$44.0K———
Bollard Group LLC
N/A—1,506-1,506-100%$33.0K———
Truvestments Capital LLC
N/A—764-764-100%$16.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—599-599-100%$13.2K———
Abound Financial, LLC
N/A—276-276-100%$6.1K———
Vision Retirement, LLC
N/A—212-212-100%$4.7K———
Jones Financial Companies Lllp
N/A—52-52-100%$1.1K———
JPMorgan Chase & Co
N/A—39-39-100%$857———
Beaird Harris Wealth Management, LLC
N/A—38-38-100%$836———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3-3-100%$66———
Showing 134 of 134 institutions