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Tema Space Innovators ETF (NASA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares1,906,492 from 316,717
Change+1,589,775 (+502%)
Value$45.7K (+$36.0K)
Filed 2026-11-05
Gradient Investments LLC
INCREASED
Shares411,947 from 346,592
Change+65,355 (+19%)
Value$9.9M (-$659.2K)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares347,988 from 378,440
Change-30,452 (-8%)
Value$8.3M (-$3.2M)
Filed 2026-11-06
Oak Grove Capital LLC
INCREASED
Shares145,500 from 145,000
Change+500 (+0%)
Value$3.5M (-$918.9K)
Filed 2026-10-09
Imc-Chicago, LLC
DECREASED
Shares85,031 from 115,041
Change-30,010 (-26%)
Value$2.0M (-$1.5M)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares84,836 from 58,271
Change+26,565 (+46%)
Value$2.0M (+$262.4K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares75,303 from 65,876
Change+9,427 (+14%)
Value$1.8M (-$197.1K)
Filed 2026-10-30
Moneco Advisors, LLC
DECREASED
Shares75,274 from 85,401
Change-10,127 (-12%)
Value$1.8M (-$790.9K)
Filed 2026-11-05
Foguth Wealth Management, Llc.
NEW
Shares65,445
Change+65,445
Value$1.4M
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares62,818 from 22,346
Change+40,472 (+181%)
Value$873.0K (+$194.1K)
Filed 2026-10-02
Lido Advisors, LLC
INCREASED
Shares48,270 from 43,620
Change+4,650 (+11%)
Value$1.2M (-$168.6K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares46,800 from 66,036
Change-19,236 (-29%)
Value$1.1M (-$884.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares41,561 from 44,297
Change-2,736 (-6%)
Value$996 (-$350)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares40,183 from 47,171
Change-6,988 (-15%)
Value$962.8K (-$470.3K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares39,206 from 39,148
Change+58 (+0%)
Value$939.4K (-$249.9K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares37,041
Change+37,041
Value$812.1K
Filed 2026-11-03
Purus Wealth Management, LLC
DECREASED
Shares33,715 from 34,074
Change-359 (-1%)
Value$807.8K (-$227.4K)
Filed 2026-10-15
Channel Wealth LLC
DECREASED
Shares26,640 from 27,605
Change-965 (-3%)
Value$638.3K (-$200.3K)
Filed 2026-11-06
Blueprint Financial Advisors LLC
INCREASED
Shares25,291 from 21,460
Change+3,831 (+18%)
Value$606.0K (-$46.0K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares25,291 from 21,460
Change+3,831 (+18%)
Value$606.0K (-$46.0K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares24,833 from 33,958
Change-9,125 (-27%)
Value$595 (-$437)
Filed 2026-10-22
Diversify Wealth Management, LLC
NEW
Shares22,887
Change+22,887
Value$486.3K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares22,887
Change+22,887
Value$486.3K
Filed 2026-10-20
Stephen J. Garry & Associates, LLC
INCREASED
Shares21,740 from 21,583
Change+157 (+1%)
Value$520.9K (-$134.8K)
Filed 2026-11-05
NTV Asset Management LLC
DECREASED
Shares21,150 from 21,503
Change-353 (-2%)
Value$506.8K (-$146.5K)
Filed 2026-10-23
Chiron Capital Management, LLC
NEW
Shares18,890
Change+18,890
Value$452.6K
Filed 2026-10-15
Integras Partners LLC
INCREASED
Shares17,474 from 15,048
Change+2,426 (+16%)
Value$418.7K (-$38.5K)
Filed 2026-10-30
Simplex Trading, LLC
DECREASED
Shares17,280 from 185,610
Change-168,330 (-91%)
Value$414.0K (-$5.2M)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares16,000 from 22,943
Change-6,943 (-30%)
Value$383.4K (-$313.6K)
Filed 2026-10-22
Sage Capital Management, LLC
DECREASED
Shares14,328 from 17,534
Change-3,206 (-18%)
Value$343.5K (-$189.5K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
INCREASED
Shares14,233 from 10,485
Change+3,748 (+36%)
Value$341.0K (+$22.5K)
Filed 2026-11-04
Nations Financial Group Inc,
DECREASED
Shares14,110 from 21,355
Change-7,245 (-34%)
Value$338.1K (-$310.7K)
Filed 2026-11-05
E&G Advisors, LLC
DECREASED
Shares12,650 from 12,675
Change-25 (0%)
Value$303.1K (-$82.0K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares11,437 from 10,277
Change+1,160 (+11%)
Value$288.2K (+$11.7K)
Filed 2026-10-08
XML Financial, LLC
UNCHANGED
Shares11,423 from 11,423
Change0 (0%)
Value$273.7K (-$73.3K)
Filed 2026-10-29
Traynor Capital Management, Inc.
NEW
Shares10,651
Change+10,651
Value$255.2K
Filed 2026-10-29
Carlson Financial, Inc.
NEW
Shares10,548
Change+10,548
Value$252.7K
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares9,758 from 11,270
Change-1,512 (-13%)
Value$233.8K (-$108.6K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares9,525 from 17,712
Change-8,187 (-46%)
Value$228.2K (-$309.9K)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares9,465 from 16,830
Change-7,365 (-44%)
Value$226.8K (-$284.5K)
Filed 2026-10-23
Paladin Wealth, LLC
NEW
Shares9,359
Change+9,359
Value$224.2K
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares9,283 from 7,975
Change+1,308 (+16%)
Value$222.4K (-$19.9K)
Filed 2026-10-21
IPG Investment Advisors LLC
DECREASED
Shares9,250 from 11,400
Change-2,150 (-19%)
Value$221.6K (-$124.7K)
Filed 2026-10-30
Powell Investment Advisors, LLC
INCREASED
Shares9,072 from 7,805
Change+1,267 (+16%)
Value$217.4K (-$19.7K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares7,495 from 6,395
Change+1,100 (+17%)
Value$179.6K (-$14.7K)
Filed 2026-11-05
Transce3nd, LLC
NEW
Shares4,611
Change+4,611
Value$99.4K
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares3,730 from 300
Change+3,430 (+1143%)
Value$89.4K (+$80.3K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares3,556 from 7,205
Change-3,649 (-51%)
Value$85.2K (-$133.7K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares2,664 from 235
Change+2,429 (+1034%)
Value$63.8K (+$56.7K)
Filed 2026-10-22
Belvedere Trading LLC
DECREASED
Shares1,935 from 123,836
Change-121,901 (-98%)
Value$46.4K (-$3.7M)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$33.5K (-$9.0K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares1,285
Change+1,285
Value$30.8K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$37.6K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares1,207 from 1,132
Change+75 (+7%)
Value$28.9K (-$5.5K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares1,119 from 1,100
Change+19 (+2%)
Value$26.8K (-$6.6K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares849 from 549
Change+300 (+55%)
Value$20.3K (+$3.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares789 from 1,762
Change-973 (-55%)
Value$18.9K (-$34.6K)
Filed 2026-10-08
St. Johns Investment Management Company, LLC
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$17.3K (-$4.6K)
Filed 2026-10-30
Horizon Financial Services, LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$13.8K (-$3.7K)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$12.9K (-$3.5K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares521 from 541
Change-20 (-4%)
Value$12.4K (-$3.3K)
Filed 2026-10-16
Rossby Financial, LCC
NEW
Shares502
Change+502
Value$12.0K
Filed 2026-11-05
Strengthening Families & Communities, LLC
INCREASED
Shares481 from 378
Change+103 (+27%)
Value$11.5K (+$41)
Filed 2026-10-21
Berbice Capital Management LLC
DECREASED
Shares400 from 3,400
Change-3,000 (-88%)
Value$9.6K (-$93.7K)
Filed 2026-10-13
CX Institutional
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$10 (-$2)
Filed 2026-10-02
Key Capital Management, Inc
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$9.0K (-$2.4K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7.2K (-$1.9K)
Filed 2026-10-15
Adirondack Trust Co
DECREASED
Shares263 from 495
Change-232 (-47%)
Value$6.3K (-$8.7K)
Filed 2026-10-14
Bank of New Hampshire
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$6.1K (-$1.6K)
Filed 2026-10-06
GK Wealth Management LLC
NEW
Shares244
Change+244
Value$5.8K
Filed 2026-10-09
Roxbury Financial LLC
DECREASED
Shares220 from 2,620
Change-2,400 (-92%)
Value$5.3K (-$74.3K)
Filed 2026-10-01
Root Financial Partners, LLC
NEW
Shares200
Change+200
Value$4.8K
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.8K (-$1.3K)
Filed 2026-10-26
Toth Financial Advisory Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (-$642)
Filed 2026-10-08
Barclays PLC
DECREASED
Shares96 from 596
Change-500 (-84%)
Value$2.3K (-$15.8K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares88 from 50
Change+38 (+76%)
Value$2.1K (+$589)
Filed 2026-10-08
Valley National Advisers Inc
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$2.1K (-$565)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED
Shares75 from 1,980
Change-1,905 (-96%)
Value$1.8K (-$58.4K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
NEW
Shares74
Change+74
Value$1.8K
Filed 2026-10-16
William Mack & Associates, Inc.
NEW
Shares65
Change+65
Value$1.6K
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.5K (-$411)
Filed 2026-10-23
Compass Financial Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.4K (-$385)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$1.3K (-$340)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares52 from 40
Change+12 (+30%)
Value$1.2K (+$31)
Filed 2026-10-23
MV Capital Management, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.1K (-$304)
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$719 (-$192)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$599 (-$161)
Filed 2026-10-20
Catherine Avery Investment Management LLC
NEW
Shares20
Change+20
Value$479
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$48 (-$13)
Filed 2026-10-28
Rockport Wealth LLC
CLOSED
Shares0 from 214,839
Change-214,839 (-100%)
Value$0 (-$6.5M)
Filed 2026-11-03
Independent Financial Group, LLC
CLOSED
Shares0 from 33,378
Change-33,378 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
San Luis Wealth Advisors LLC
CLOSED
Shares0 from 19,402
Change-19,402 (-100%)
Value$0 (-$589.4K)
Filed 2026-10-27
Perigon Wealth Management, LLC
CLOSED
Shares0 from 16,889
Change-16,889 (-100%)
Value$0 (-$513.1K)
Filed 2026-10-22
Altman Advisors, Inc.
CLOSED
Shares0 from 14,318
Change-14,318 (-100%)
Value$0 (-$435.0K)
Filed 2026-11-05
Green Ridge Wealth Planning LLC
CLOSED
Shares0 from 14,129
Change-14,129 (-100%)
Value$0 (-$429.2K)
Filed 2026-10-08
Redwood Family Wealth LLC
CLOSED
Shares0 from 11,133
Change-11,133 (-100%)
Value$0 (-$338.2K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 11,002
Change-11,002 (-100%)
Value$0 (-$324.0K)
Filed 2026-11-02
Creative Planning
CLOSED
Shares0 from 9,358
Change-9,358 (-100%)
Value$0 (-$284.3K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
CLOSED
Shares0 from 7,367
Change-7,367 (-100%)
Value$0 (-$223.8K)
Filed 2026-10-30
Cooper Capital Advisors LLC
CLOSED
Shares0 from 6,916
Change-6,916 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-29
Convergence Financial, LLC
CLOSED
Shares0 from 6,620
Change-6,620 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$48.6K)
Filed 2026-11-05
Markowski Investments
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$365)
Filed 2026-10-13
Axiom Investment Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$304)
Filed 2026-11-03
DB Fitzpatrick & Co, Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$152)
Filed 2026-10-19
Susquehanna International Group, LLP
N/A
Shares— from 1,227,364
Change-1,227,364 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,139,343
Change-1,139,343 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 720,464
Change-720,464 (-100%)
Value—
UBS Group AG
N/A
Shares— from 574,661
Change-574,661 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 473,480
Change-473,480 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 433,025
Change-433,025 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 289,896
Change-289,896 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 160,520
Change-160,520 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 133,847
Change-133,847 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 88,673
Change-88,673 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 87,735
Change-87,735 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 81,806
Change-81,806 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 80,414
Change-80,414 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 71,896
Change-71,896 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 68,402
Change-68,402 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 52,104
Change-52,104 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 50,209
Change-50,209 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 49,760
Change-49,760 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 46,119
Change-46,119 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 39,060
Change-39,060 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 38,075
Change-38,075 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 31,482
Change-31,482 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 30,298
Change-30,298 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 28,192
Change-28,192 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 25,728
Change-25,728 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 25,174
Change-25,174 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 21,976
Change-21,976 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,635
Change-21,635 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 20,373
Change-20,373 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 19,923
Change-19,923 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 18,396
Change-18,396 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 17,351
Change-17,351 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 16,486
Change-16,486 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 15,419
Change-15,419 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,846
Change-14,846 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,065
Change-14,065 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,825
Change-13,825 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 13,556
Change-13,556 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 10,690
Change-10,690 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,424
Change-9,424 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,324
Change-9,324 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,450
Change-8,450 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,277
Change-5,277 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 659
Change-659 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 565
Change-565 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 520
Change-520 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 111
Change-111 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 50
Change-50 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED1,906,492316,717+1,589,775+502%$9.6K$45.7K+$36.0K2026-11-05
Gradient Investments LLC
INCREASED411,947346,592+65,355+19%$10.5M$9.9M-$659.2K2026-10-08
LPL Financial LLC
DECREASED347,988378,440-30,452-8%$11.5M$8.3M-$3.2M2026-11-06
Oak Grove Capital LLC
INCREASED145,500145,000+500+0%$4.4M$3.5M-$918.9K2026-10-09
Imc-Chicago, LLC
DECREASED85,031115,041-30,010-26%$3.5M$2.0M-$1.5M2026-11-05
Moran Wealth Management, LLC
INCREASED84,83658,271+26,565+46%$1.8M$2.0M+$262.4K2026-10-22
Truist Financial Corp
INCREASED75,30365,876+9,427+14%$2.0M$1.8M-$197.1K2026-10-30
Moneco Advisors, LLC
DECREASED75,27485,401-10,127-12%$2.6M$1.8M-$790.9K2026-11-05
Foguth Wealth Management, Llc.
NEW65,445—+65,445——$1.4M—2026-10-19
GoalVest Advisory LLC
INCREASED62,81822,346+40,472+181%$678.9K$873.0K+$194.1K2026-10-02
Lido Advisors, LLC
INCREASED48,27043,620+4,650+11%$1.3M$1.2M-$168.6K2026-11-04
Commonwealth Equity Services, LLC
DECREASED46,80066,036-19,236-29%$2.0M$1.1M-$884.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED41,56144,297-2,736-6%$1.3K$996-$3502026-11-02
Oppenheimer & Co Inc
DECREASED40,18347,171-6,988-15%$1.4M$962.8K-$470.3K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED39,20639,148+58+0%$1.2M$939.4K-$249.9K2026-10-30
StoneX Group Inc.
NEW37,041—+37,041——$812.1K—2026-11-03
Purus Wealth Management, LLC
DECREASED33,71534,074-359-1%$1.0M$807.8K-$227.4K2026-10-15
Channel Wealth LLC
DECREASED26,64027,605-965-3%$838.6K$638.3K-$200.3K2026-11-06
Blueprint Financial Advisors LLC
INCREASED25,29121,460+3,831+18%$652.0K$606.0K-$46.0K2026-10-28
Blueprint Investment Partners LLC
INCREASED25,29121,460+3,831+18%$652.0K$606.0K-$46.0K2026-10-28
Wedbush Securities Inc
DECREASED24,83333,958-9,125-27%$1.0K$595-$4372026-10-22
Diversify Wealth Management, LLC
NEW22,887—+22,887——$486.3K—2026-10-20
Diversify Advisory Services, LLC
NEW22,887—+22,887——$486.3K—2026-10-20
Stephen J. Garry & Associates, LLC
INCREASED21,74021,583+157+1%$655.7K$520.9K-$134.8K2026-11-05
NTV Asset Management LLC
DECREASED21,15021,503-353-2%$653.3K$506.8K-$146.5K2026-10-23
Chiron Capital Management, LLC
NEW18,890—+18,890——$452.6K—2026-10-15
Integras Partners LLC
INCREASED17,47415,048+2,426+16%$457.2K$418.7K-$38.5K2026-10-30
Simplex Trading, LLC
DECREASED17,280185,610-168,330-91%$5.6M$414.0K-$5.2M2026-11-04
Brookstone Capital Management
DECREASED16,00022,943-6,943-30%$697.0K$383.4K-$313.6K2026-10-22
Sage Capital Management, LLC
DECREASED14,32817,534-3,206-18%$532.9K$343.5K-$189.5K2026-10-20
Pinion Investment Advisors, LLC
INCREASED14,23310,485+3,748+36%$318.5K$341.0K+$22.5K2026-11-04
Nations Financial Group Inc,
DECREASED14,11021,355-7,245-34%$648.8K$338.1K-$310.7K2026-11-05
E&G Advisors, LLC
DECREASED12,65012,675-250%$385.1K$303.1K-$82.0K2026-10-13
Apella Capital, LLC
INCREASED11,43710,277+1,160+11%$276.5K$288.2K+$11.7K2026-10-08
XML Financial, LLC
UNCHANGED11,42311,42300%$347.0K$273.7K-$73.3K2026-10-29
Traynor Capital Management, Inc.
NEW10,651—+10,651——$255.2K—2026-10-29
Carlson Financial, Inc.
NEW10,548—+10,548——$252.7K—2026-11-05
Sigma Planning Corp
DECREASED9,75811,270-1,512-13%$342.4K$233.8K-$108.6K2026-10-23
VestGen Advisors, LLC
DECREASED9,52517,712-8,187-46%$538.1K$228.2K-$309.9K2026-10-27
Apollon Wealth Management, LLC
DECREASED9,46516,830-7,365-44%$511.3K$226.8K-$284.5K2026-10-23
Paladin Wealth, LLC
NEW9,359—+9,359——$224.2K—2026-10-23
Wealthcare Advisory Partners LLC
INCREASED9,2837,975+1,308+16%$242.3K$222.4K-$19.9K2026-10-21
IPG Investment Advisors LLC
DECREASED9,25011,400-2,150-19%$346.3K$221.6K-$124.7K2026-10-30
Powell Investment Advisors, LLC
INCREASED9,0727,805+1,267+16%$237.1K$217.4K-$19.7K2026-10-22
Larson Financial Group LLC
INCREASED7,4956,395+1,100+17%$194.3K$179.6K-$14.7K2026-11-05
Transce3nd, LLC
NEW4,611—+4,611——$99.4K—2026-10-26
Golden State Wealth Management, LLC
INCREASED3,730300+3,430+1143%$9.1K$89.4K+$80.3K2026-11-02
Mather Group, Llc.
DECREASED3,5567,205-3,649-51%$218.9K$85.2K-$133.7K2026-10-14
SBI Securities Co., Ltd.
INCREASED2,664235+2,429+1034%$7.1K$63.8K+$56.7K2026-10-22
Belvedere Trading LLC
DECREASED1,935123,836-121,901-98%$3.8M$46.4K-$3.7M2026-11-05
Parallel Advisors, LLC
UNCHANGED1,4001,40000%$42.5K$33.5K-$9.0K2026-11-03
Latitude Advisors, LLC
NEW1,285—+1,285——$30.8K—2026-10-27
Allworth Financial LP
UNCHANGED1,2361,23600%$37.6K$37.6K$02026-11-06
IFP Advisors, Inc
INCREASED1,2071,132+75+7%$34.4K$28.9K-$5.5K2026-10-16
PNC Financial Services Group, Inc.
INCREASED1,1191,100+19+2%$33.4K$26.8K-$6.6K2026-11-06
Cape Investment Advisory, Inc.
INCREASED849549+300+55%$16.7K$20.3K+$3.7K2026-10-13
Farther Finance Advisors, LLC
DECREASED7891,762-973-55%$53.5K$18.9K-$34.6K2026-10-08
St. Johns Investment Management Company, LLC
UNCHANGED72472400%$22.0K$17.3K-$4.6K2026-10-30
Horizon Financial Services, LLC
UNCHANGED57657600%$17.5K$13.8K-$3.7K2026-11-04
Central Trust Co
UNCHANGED53853800%$16.3K$12.9K-$3.5K2026-11-05
TD Waterhouse Canada Inc.
DECREASED521541-20-4%$15.8K$12.4K-$3.3K2026-10-16
Rossby Financial, LCC
NEW502—+502——$12.0K—2026-11-05
Strengthening Families & Communities, LLC
INCREASED481378+103+27%$11.5K$11.5K+$412026-10-21
Berbice Capital Management LLC
DECREASED4003,400-3,000-88%$103.3K$9.6K-$93.7K2026-10-13
CX Institutional
UNCHANGED39739700%$12$10-$22026-10-02
Key Capital Management, Inc
UNCHANGED37737700%$11.5K$9.0K-$2.4K2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED30030000%$9.1K$7.2K-$1.9K2026-10-15
Adirondack Trust Co
DECREASED263495-232-47%$15.0K$6.3K-$8.7K2026-10-14
Bank of New Hampshire
UNCHANGED25525500%$7.7K$6.1K-$1.6K2026-10-06
GK Wealth Management LLC
NEW244—+244——$5.8K—2026-10-09
Roxbury Financial LLC
DECREASED2202,620-2,400-92%$79.6K$5.3K-$74.3K2026-10-01
Root Financial Partners, LLC
NEW200—+200——$4.8K—2026-10-21
Lanark Financial, Inc.
UNCHANGED20020000%$6.1K$4.8K-$1.3K2026-10-26
Toth Financial Advisory Corp
UNCHANGED10010000%$3.0K$2.4K-$6422026-10-08
Barclays PLC
DECREASED96596-500-84%$18.1K$2.3K-$15.8K2026-11-06
CoreCap Advisors, LLC
INCREASED8850+38+76%$1.5K$2.1K+$5892026-10-08
Valley National Advisers Inc
UNCHANGED888800%$2.7K$2.1K-$5652026-10-23
Plante Moran Financial Advisors, LLC
DECREASED751,980-1,905-96%$60.2K$1.8K-$58.4K2026-11-04
Signature Resources Capital Management, LLC
NEW74—+74——$1.8K—2026-10-16
William Mack & Associates, Inc.
NEW65—+65——$1.6K—2026-10-27
Financial Consulate, Inc
UNCHANGED646400%$1.9K$1.5K-$4112026-10-23
Compass Financial Management LLC
UNCHANGED606000%$1.8K$1.4K-$3852026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED535300%$1.6K$1.3K-$3402026-11-02
Signaturefd, LLC
INCREASED5240+12+30%$1.2K$1.2K+$312026-10-23
MV Capital Management, Inc.
UNCHANGED474700%$1.4K$1.1K-$3042026-10-29
Nfsg Corp
UNCHANGED303000%$911$719-$1922026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED252500%$760$599-$1612026-10-20
Catherine Avery Investment Management LLC
NEW20—+20——$479—2026-10-14
Main Street Group, LTD
UNCHANGED2200%$61$48-$132026-10-28
Rockport Wealth LLC
CLOSED0214,839-214,839-100%$6.5M$0-$6.5M2026-11-03
Independent Financial Group, LLC
CLOSED033,378-33,378-100%$1.0M$0-$1.0M2026-10-13
San Luis Wealth Advisors LLC
CLOSED019,402-19,402-100%$589.4K$0-$589.4K2026-10-27
Perigon Wealth Management, LLC
CLOSED016,889-16,889-100%$513.1K$0-$513.1K2026-10-22
Altman Advisors, Inc.
CLOSED014,318-14,318-100%$435.0K$0-$435.0K2026-11-05
Green Ridge Wealth Planning LLC
CLOSED014,129-14,129-100%$429.2K$0-$429.2K2026-10-08
Redwood Family Wealth LLC
CLOSED011,133-11,133-100%$338.2K$0-$338.2K2026-10-20
International Assets Investment Management, LLC
CLOSED011,002-11,002-100%$324.0K$0-$324.0K2026-11-02
Creative Planning
CLOSED09,358-9,358-100%$284.3K$0-$284.3K2026-11-02
Joseph P. Lucia & Associates, LLC
CLOSED07,367-7,367-100%$223.8K$0-$223.8K2026-10-30
Cooper Capital Advisors LLC
CLOSED06,916-6,916-100%$210.1K$0-$210.1K2026-10-29
Convergence Financial, LLC
CLOSED06,620-6,620-100%$201.1K$0-$201.1K2026-10-27
Acumen Wealth Advisors, LLC
CLOSED01,600-1,600-100%$48.6K$0-$48.6K2026-11-05
Markowski Investments
CLOSED0160-160-100%$4.9K$0-$4.9K2026-10-30
AdvisorNet Financial, Inc
CLOSED088-88-100%$2.7K$0-$2.7K2026-10-15
Institute for Wealth Management, Llc.
CLOSED072-72-100%$2.2K$0-$2.2K2026-11-06
Gill Capital Partners, LLC
CLOSED012-12-100%$365$0-$3652026-10-13
Axiom Investment Management LLC
CLOSED010-10-100%$304$0-$3042026-11-03
DB Fitzpatrick & Co, Inc
CLOSED05-5-100%$152$0-$1522026-10-19
Susquehanna International Group, LLP
N/A—1,227,364-1,227,364-100%$37.3M———
Jane Street Group, LLC
N/A—1,139,343-1,139,343-100%$34.6M———
Flow Traders U.S. LLC
N/A—720,464-720,464-100%$21.9K———
UBS Group AG
N/A—574,661-574,661-100%$17.5M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—473,480-473,480-100%$14.4M———
Old Mission Capital LLC
N/A—433,025-433,025-100%$13.2M———
Royal Bank of Canada
N/A—289,896-289,896-100%$8.8M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—160,520-160,520-100%$4.9M———
Bluefin Capital Management, LLC
N/A—133,847-133,847-100%$4.1M———
Group One Trading LLC
N/A—88,673-88,673-100%$2.7M———
Cetera Investment Advisers
N/A—87,735-87,735-100%$2.7M———
Citadel Advisors LLC
N/A—81,806-81,806-100%$2.5M———
MML Investors Services, LLC
N/A—80,414-80,414-100%$2.4M———
Summit Financial, LLC
N/A—71,896-71,896-100%$2.2M———
GTS Securities LLC
N/A—68,402-68,402-100%$2.1M———
Bank of Montreal
N/A—52,104-52,104-100%$1.6M———
Mattson Financial Services, LLC
N/A—50,209-50,209-100%$1.2M———
Marex Group Ltd
N/A—49,760-49,760-100%$1.5M———
BNP Paribas Financial Markets
N/A—46,119-46,119-100%$1.4M———
Stifel Financial Corp
N/A—39,060-39,060-100%$1.2M———
Snowden Capital Advisors LLC
N/A—38,075-38,075-100%$1.2M———
Scotia Capital Inc.
N/A—31,482-31,482-100%$956.4K———
Mariner, LLC
N/A—30,298-30,298-100%$920.5K———
National Bank of Canada
N/A—28,192-28,192-100%$850.0K———
HRT Financial LP
N/A—25,728-25,728-100%$781———
HighTower Advisors, LLC
N/A—25,174-25,174-100%$764.8K———
Principal Securities, Inc.
N/A—21,976-21,976-100%$667.6K———
Envestnet Asset Management Inc
N/A—21,635-21,635-100%$657.3K———
Members Advisory Group LLC
N/A—20,373-20,373-100%$618.9K———
Insigneo Advisory Services, LLC
N/A—19,923-19,923-100%$605.3K———
SageGuard Financial Group, LLC
N/A—18,396-18,396-100%$558.9K———
Stevens Capital Management LP
N/A—17,600-17,600-100%$535———
Federation des caisses Desjardins du Quebec
N/A—17,351-17,351-100%$526.9K———
Sound View Wealth Advisors Group, LLC
N/A—16,486-16,486-100%$500.8K———
Oder Investment Management, LLC
N/A—15,419-15,419-100%$468.4K———
PFG Investments, LLC
N/A—14,846-14,846-100%$451.0K———
Janney Montgomery Scott LLC
N/A—14,065-14,065-100%$427———
Advisory Services Network, LLC
N/A—13,825-13,825-100%$420.0K———
Tradition Wealth Management, LLC
N/A—13,556-13,556-100%$411.8K———
Innovative Asset Advisors Group, LLC
N/A—13,085-13,085-100%$397.5K———
Retirement Planning Group, LLC / NY
N/A—12,250-12,250-100%$372.1K———
Intrepid Financial Planning Group LLC
N/A—10,690-10,690-100%$324.8K———
Morgan Stanley
N/A—9,424-9,424-100%$286.3K———
Cary Street Partners Financial LLC
N/A—9,324-9,324-100%$283.3K———
Harbour Investments, Inc.
N/A—9,262-9,262-100%$281.4K———
Gentry Private Wealth, LLC
N/A—8,470-8,470-100%$257.3K———
Focus Partners Wealth
N/A—8,450-8,450-100%$256.7K———
Osaic Holdings, Inc.
N/A—7,330-7,330-100%$222.7K———
Kingsview Wealth Management, LLC
N/A—6,798-6,798-100%$206.5K———
Tower Research Capital LLC (TRC)
N/A—5,277-5,277-100%$160.3K———
AE Wealth Management LLC
N/A—3,098-3,098-100%$94.1K———
Arax Advisory Partners
N/A—3,080-3,080-100%$93.6K———
Steward Partners Investment Advisory, LLC
N/A—2,580-2,580-100%$78.4K———
Global Retirement Partners, LLC
N/A—1,609-1,609-100%$48.9K———
Ameritas Advisory Services, LLC
N/A—822-822-100%$25.0K———
Boreal Capital Management LLC
N/A—754-754-100%$22.9K———
IMA Advisory Services, Inc.
N/A—696-696-100%$21.1K———
Brown Brothers Harriman & Co
N/A—659-659-100%$20.0K———
Fiduciary Financial Advisors
N/A—565-565-100%$17.2K———
Continuum Advisory, LLC
N/A—550-550-100%$16.7K———
Rockefeller Capital Management L.P.
N/A—520-520-100%$15.8K———
Aventura Private Wealth, LLC
N/A—479-479-100%$14.6K———
TD Capital Management LLC
N/A—445-445-100%$13.5K———
Mark Sheptoff Financial Planning, LLC
N/A—400-400-100%$12.2K———
Strive Financial Group,LLC
N/A—280-280-100%$8.5K———
Whittier Trust Co of Nevada Inc
N/A—250-250-100%$6.7K———
SHP Wealth Management
N/A—200-200-100%$6.1K———
Consultiva Wealth Management, Corp.
N/A—200-200-100%$6.1K———
Mcguire Capital Advisors Inc
N/A—111-111-100%$3.4K———
Caitlin John, LLC
N/A—100-100-100%$3.0K———
1 North Wealth Services LLC
N/A—100-100-100%$3.0K———
VSM Wealth Advisory, LLC
N/A—90-90-100%$2.7K———
Huntington National Bank
N/A—50-50-100%$1.5K———
Prestige Wealth Management Group LLC
N/A—20-20-100%$608———
Strategic Wealth Partners, Ltd.
N/A—19-19-100%$577———
Game Plan Financial Advisors, LLC
N/A—8-8-100%$243———
Roble, Belko & Company, Inc
N/A—4-4-100%$0———
Showing 185 of 185 institutions