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Tema Electrification (VOLT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares2,675,509 from 1,133,708
Change+1,541,801 (+136%)
Value$95.5K (+$48.0K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,355,089 from 1,336,409
Change+18,680 (+1%)
Value$48.0M (-$8.0M)
Filed 2026-11-06
Arrow Financial Corp
INCREASED
Shares526,041 from 501,273
Change+24,768 (+5%)
Value$18.6M (-$2.4M)
Filed 2026-10-26
Hengehold Capital Management LLC
INCREASED
Shares222,592 from 209,235
Change+13,357 (+6%)
Value$7.9M (-$878.4K)
Filed 2026-10-16
Avaii Wealth Management, LLC
INCREASED
Shares219,907 from 42,155
Change+177,752 (+422%)
Value$8.1M (+$6.3M)
Filed 2026-10-09
Members Advisory Group LLC
DECREASED
Shares215,120 from 480,790
Change-265,670 (-55%)
Value$7.6M (-$12.5M)
Filed 2026-11-09
Avid Wealth Partners LLC
INCREASED
Shares195,703 from 190,962
Change+4,741 (+2%)
Value$6.9M (-$1.1M)
Filed 2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares137,580 from 124,234
Change+13,346 (+11%)
Value$4.9M (-$329.7K)
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares117,474 from 110,284
Change+7,190 (+7%)
Value$4.2M (-$457.7K)
Filed 2026-10-29
San Luis Wealth Advisors LLC
INCREASED
Shares111,846 from 106,857
Change+4,989 (+5%)
Value$4.0M (-$513.5K)
Filed 2026-10-27
Saxon Interests, Inc.
INCREASED
Shares109,677 from 81,670
Change+28,007 (+34%)
Value$3.9M (+$464.7K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares107,800 from 100,949
Change+6,851 (+7%)
Value$3.8M (-$409.4K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares91,125 from 47,202
Change+43,923 (+93%)
Value$3.2M (+$1.3M)
Filed 2026-10-30
Torrey-Payne Wealth Management, LLC
DECREASED
Shares78,159 from 80,411
Change-2,252 (-3%)
Value$2.8M (-$599.2K)
Filed 2026-11-09
Channel Wealth LLC
INCREASED
Shares74,297 from 51,698
Change+22,599 (+44%)
Value$2.6M (+$466.7K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
NEW
Shares52,412
Change+52,412
Value$1.9M
Filed 2026-10-21
Old Port Advisors
INCREASED
Shares47,753 from 37,178
Change+10,575 (+28%)
Value$1.7M (+$134.5K)
Filed 2026-10-23
Teamwork Financial Advisors, LLC
INCREASED
Shares44,655 from 41,436
Change+3,219 (+8%)
Value$1.6M (-$153.6K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares42,937 from 19,175
Change+23,762 (+124%)
Value$1.5M (+$718.0K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares42,783 from 39,068
Change+3,715 (+10%)
Value$1.5M (-$120.8K)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
DECREASED
Shares40,741 from 41,750
Change-1,009 (-2%)
Value$1.4M (-$304.9K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares38,376 from 42,053
Change-3,677 (-9%)
Value$1.4M (-$402.0K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares34,600 from 32,778
Change+1,822 (+6%)
Value$1.2K (-$147)
Filed 2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares34,287 from 34,287
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-13
Highline Wealth Partners LLC
INCREASED
Shares33,109 from 16,551
Change+16,558 (+100%)
Value$1.2M (+$479.7K)
Filed 2026-10-19
Pinnacle Associates LTD
DECREASED
Shares20,734 from 36,233
Change-15,499 (-43%)
Value$734.6K (-$783.2K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED
Shares19,049 from 12,728
Change+6,321 (+50%)
Value$674.9K (+$141.7K)
Filed 2026-10-30
VestGen Advisors, LLC
INCREASED
Shares18,465 from 14,855
Change+3,610 (+24%)
Value$654.2K (+$31.9K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares18,143 from 16,266
Change+1,877 (+12%)
Value$656.6K (+$24.0K)
Filed 2026-10-13
Oder Investment Management, LLC
UNCHANGED
Shares17,934 from 17,934
Change0 (0%)
Value$635.4K (-$115.9K)
Filed 2026-11-09
Atlas Private Wealth Advisors
NEW
Shares17,413
Change+17,413
Value$616.9K
Filed 2026-10-23
Unique Wealth, LLC
INCREASED
Shares17,196 from 15,068
Change+2,128 (+14%)
Value$609.3K (-$21.9K)
Filed 2026-10-16
Balboa Wealth Partners
DECREASED
Shares16,461 from 25,003
Change-8,542 (-34%)
Value$583.2K (-$464.2K)
Filed 2026-10-20
Silver OAK Securities, Incorporated
INCREASED
Shares15,786 from 13,974
Change+1,812 (+13%)
Value$503.6K (-$81.8K)
Filed 2026-11-09
Wedbush Securities Inc
INCREASED
Shares15,580 from 15,510
Change+70 (+0%)
Value$552 (-$98)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares14,817 from 5,107
Change+9,710 (+190%)
Value$525.0K (+$311.0K)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares13,367 from 26,922
Change-13,555 (-50%)
Value$473.6K (-$654.2K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
DECREASED
Shares12,849 from 12,850
Change-1 (0%)
Value$455.2K (-$83.0K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares11,867 from 80,215
Change-68,348 (-85%)
Value$420.4K (-$2.9M)
Filed 2026-11-02
APS Management Group, Inc.
DECREASED
Shares11,638 from 14,107
Change-2,469 (-17%)
Value$412.3K (-$178.6K)
Filed 2026-10-14
MCF Advisors LLC
DECREASED
Shares10,148 from 10,439
Change-291 (-3%)
Value$359.5K (-$77.7K)
Filed 2026-10-28
Gill Capital Partners, LLC
UNCHANGED
Shares9,001 from 9,001
Change0 (0%)
Value$318.9K (-$58.1K)
Filed 2026-10-13
Level Four Advisory Services, LLC
INCREASED
Shares8,481 from 7,663
Change+818 (+11%)
Value$300.5K (-$20.5K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares8,348 from 8,015
Change+333 (+4%)
Value$295.8K (-$40.0K)
Filed 2026-10-28
Weaver Consulting Group
INCREASED
Shares8,142 from 7,211
Change+931 (+13%)
Value$288.5K (-$13.6K)
Filed 2026-10-07
Willner & Heller, LLC
DECREASED
Shares7,859 from 8,547
Change-688 (-8%)
Value$278.5K (-$79.6K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
NEW
Shares7,682
Change+7,682
Value$272.2K
Filed 2026-10-21
Barclays PLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$265.7K (-$48.5K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares7,111 from 7,003
Change+108 (+2%)
Value$251.9K (-$41.4K)
Filed 2026-11-05
Purus Wealth Management, LLC
NEW
Shares6,647
Change+6,647
Value$235.5K
Filed 2026-10-15
Capital Square, LLC
DECREASED
Shares6,551 from 8,461
Change-1,910 (-23%)
Value$232.1K (-$96.9K)
Filed 2026-10-19
Independence Asset Advisors, LLC
NEW
Shares6,453
Change+6,453
Value$228.6K
Filed 2026-10-23
Post Resch Tallon Group Inc.
INCREASED
Shares6,150 from 6,050
Change+100 (+2%)
Value$217.9K (-$35.5K)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED
Shares6,050 from 7,050
Change-1,000 (-14%)
Value$214.4K (-$81.0K)
Filed 2026-10-14
Merit Financial Group, LLC
NEW
Shares5,712
Change+5,712
Value$202.4K
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares5,371 from 1,506
Change+3,865 (+257%)
Value$190.3K (+$127.2K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares3,240 from 3,240
Change0 (0%)
Value$135.7K ($0)
Filed 2026-11-06
IFG Advisory, LLC
UNCHANGED
Shares2,071 from 2,071
Change0 (0%)
Value$73.4K (-$13.4K)
Filed 2026-11-09
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$63.8K (-$11.6K)
Filed 2026-10-29
Signature Equity Partners, LLC
UNCHANGED
Shares1,614 from 1,614
Change0 (0%)
Value$57.2K (-$10.4K)
Filed 2026-10-29
Simplex Trading, LLC
INCREASED
Shares1,493 from 116
Change+1,377 (+1187%)
Value$52.9K (+$48.0K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares1,234
Change+1,234
Value$43.7K
Filed 2026-10-27
Bessemer Group Inc
NEW
Shares1,000
Change+1,000
Value$35
Filed 2026-11-09
IFS Advisors, LLC
NEW
Shares989
Change+989
Value$35.1K
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$32.6K (-$6.0K)
Filed 2026-10-30
North Star Investment Management Corp.
NEW
Shares708
Change+708
Value$25.1K
Filed 2026-10-27
Bank of Montreal
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$24.0K (-$4.4K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares656 from 718
Change-62 (-9%)
Value$23.2K (-$6.9K)
Filed 2026-11-09
Fifth Third Bancorp
NEW
Shares653
Change+653
Value$23.1K
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$22.9K (-$4.2K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
DECREASED
Shares500 from 698
Change-198 (-28%)
Value$17.7K (-$11.5K)
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares335
Change+335
Value$11.9K
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$11.7K (-$2.1K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares301
Change+301
Value$10.7K
Filed 2026-10-09
Geneos Wealth Management Inc.
DECREASED
Shares244 from 470
Change-226 (-48%)
Value$8.6K (-$11.0K)
Filed 2026-11-09
TD Waterhouse Canada Inc.
NEW
Shares200
Change+200
Value$7.2K
Filed 2026-10-16
Rossby Financial, LCC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$5.8K (-$1.1K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$5.7K (-$1.0K)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.5K (-$646)
Filed 2026-10-14
Concord Wealth Partners
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$921 (-$168)
Filed 2026-11-02
SBI Securities Co., Ltd.
NEW
Shares25
Change+25
Value$886
Filed 2026-10-22
Golden State Wealth Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$461 (-$84)
Filed 2026-11-02
DT Investment Partners, LLC
NEW
Shares12
Change+12
Value$426
Filed 2026-10-27
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 37,245
Change-37,245 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-14
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 21,416
Change-21,416 (-100%)
Value$0 (-$897.1K)
Filed 2026-10-15
HUB Investment Partners, LLC
CLOSED
Shares0 from 6,840
Change-6,840 (-100%)
Value$0 (-$286.5K)
Filed 2026-11-03
Grantvest Financial Group LLC
CLOSED
Shares0 from 5,626
Change-5,626 (-100%)
Value$0 (-$235.7K)
Filed 2026-10-21
US Bancorp \de\
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$14.7K)
Filed 2026-11-05
Lanark Financial, Inc.
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-16
TFC Financial Management, Inc.
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
HighTower Advisors, LLC
N/A
Shares— from 570,153
Change-570,153 (-100%)
Value—
UBS Group AG
N/A
Shares— from 316,421
Change-316,421 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 302,721
Change-302,721 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 196,181
Change-196,181 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 146,297
Change-146,297 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 127,977
Change-127,977 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 109,210
Change-109,210 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 89,246
Change-89,246 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 84,433
Change-84,433 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 61,097
Change-61,097 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 53,763
Change-53,763 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 46,048
Change-46,048 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 44,886
Change-44,886 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 43,196
Change-43,196 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 41,962
Change-41,962 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 41,592
Change-41,592 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 40,797
Change-40,797 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 38,219
Change-38,219 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 37,910
Change-37,910 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 37,693
Change-37,693 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,937
Change-31,937 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 30,407
Change-30,407 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 28,350
Change-28,350 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 24,512
Change-24,512 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 19,607
Change-19,607 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,566
Change-18,566 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 11,894
Change-11,894 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,745
Change-11,745 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,309
Change-10,309 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 9,383
Change-9,383 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 8,912
Change-8,912 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,473
Change-7,473 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,282
Change-5,282 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 826
Change-826 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 144
Change-144 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED2,675,5091,133,708+1,541,801+136%$47.5K$95.5K+$48.0K2026-11-05
LPL Financial LLC
INCREASED1,355,0891,336,409+18,680+1%$56.0M$48.0M-$8.0M2026-11-06
Arrow Financial Corp
INCREASED526,041501,273+24,768+5%$21.0M$18.6M-$2.4M2026-10-26
Hengehold Capital Management LLC
INCREASED222,592209,235+13,357+6%$8.8M$7.9M-$878.4K2026-10-16
Avaii Wealth Management, LLC
INCREASED219,90742,155+177,752+422%$1.8M$8.1M+$6.3M2026-10-09
Members Advisory Group LLC
DECREASED215,120480,790-265,670-55%$20.1M$7.6M-$12.5M2026-11-09
Avid Wealth Partners LLC
INCREASED195,703190,962+4,741+2%$8.0M$6.9M-$1.1M2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED137,580124,234+13,346+11%$5.2M$4.9M-$329.7K2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED117,474110,284+7,190+7%$4.6M$4.2M-$457.7K2026-10-29
San Luis Wealth Advisors LLC
INCREASED111,846106,857+4,989+5%$4.5M$4.0M-$513.5K2026-10-27
Saxon Interests, Inc.
INCREASED109,67781,670+28,007+34%$3.4M$3.9M+$464.7K2026-10-26
Commonwealth Equity Services, LLC
INCREASED107,800100,949+6,851+7%$4.2M$3.8M-$409.4K2026-11-02
Truist Financial Corp
INCREASED91,12547,202+43,923+93%$2.0M$3.2M+$1.3M2026-10-30
Torrey-Payne Wealth Management, LLC
DECREASED78,15980,411-2,252-3%$3.4M$2.8M-$599.2K2026-11-09
Channel Wealth LLC
INCREASED74,29751,698+22,599+44%$2.2M$2.6M+$466.7K2026-11-06
Wealthcare Advisory Partners LLC
NEW52,412—+52,412——$1.9M—2026-10-21
Old Port Advisors
INCREASED47,75337,178+10,575+28%$1.6M$1.7M+$134.5K2026-10-23
Teamwork Financial Advisors, LLC
INCREASED44,65541,436+3,219+8%$1.7M$1.6M-$153.6K2026-10-19
Lido Advisors, LLC
INCREASED42,93719,175+23,762+124%$803.2K$1.5M+$718.0K2026-11-04
Brookstone Capital Management
INCREASED42,78339,068+3,715+10%$1.6M$1.5M-$120.8K2026-10-22
Outlook Wealth Advisors, LLC
DECREASED40,74141,750-1,009-2%$1.7M$1.4M-$304.9K2026-10-28
MGO One Seven LLC
DECREASED38,37642,053-3,677-9%$1.8M$1.4M-$402.0K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED34,60032,778+1,822+6%$1.4K$1.2K-$1472026-11-02
Unique Wealth Strategies, LLC
UNCHANGED34,28734,28700%$1.4M$1.4M$02026-10-13
Highline Wealth Partners LLC
INCREASED33,10916,551+16,558+100%$693.3K$1.2M+$479.7K2026-10-19
Pinnacle Associates LTD
DECREASED20,73436,233-15,499-43%$1.5M$734.6K-$783.2K2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED19,04912,728+6,321+50%$533.2K$674.9K+$141.7K2026-10-30
VestGen Advisors, LLC
INCREASED18,46514,855+3,610+24%$622.3K$654.2K+$31.9K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED18,14316,266+1,877+12%$632.6K$656.6K+$24.0K2026-10-13
Oder Investment Management, LLC
UNCHANGED17,93417,93400%$751.3K$635.4K-$115.9K2026-11-09
Atlas Private Wealth Advisors
NEW17,413—+17,413——$616.9K—2026-10-23
Unique Wealth, LLC
INCREASED17,19615,068+2,128+14%$631.2K$609.3K-$21.9K2026-10-16
Balboa Wealth Partners
DECREASED16,46125,003-8,542-34%$1.0M$583.2K-$464.2K2026-10-20
Silver OAK Securities, Incorporated
INCREASED15,78613,974+1,812+13%$585.4K$503.6K-$81.8K2026-11-09
Wedbush Securities Inc
INCREASED15,58015,510+70+0%$650$552-$982026-10-22
Independent Financial Group, LLC
INCREASED14,8175,107+9,710+190%$213.9K$525.0K+$311.0K2026-10-13
Apollon Wealth Management, LLC
DECREASED13,36726,922-13,555-50%$1.1M$473.6K-$654.2K2026-10-23
Tcfg Investment Advisors, LLC
DECREASED12,84912,850-10%$538.3K$455.2K-$83.0K2026-10-20
Kestra Advisory Services, LLC
DECREASED11,86780,215-68,348-85%$3.4M$420.4K-$2.9M2026-11-02
APS Management Group, Inc.
DECREASED11,63814,107-2,469-17%$590.9K$412.3K-$178.6K2026-10-14
MCF Advisors LLC
DECREASED10,14810,439-291-3%$437.3K$359.5K-$77.7K2026-10-28
Gill Capital Partners, LLC
UNCHANGED9,0019,00100%$377.1K$318.9K-$58.1K2026-10-13
Level Four Advisory Services, LLC
INCREASED8,4817,663+818+11%$321.0K$300.5K-$20.5K2026-11-06
D.A. Davidson & Co.
INCREASED8,3488,015+333+4%$335.7K$295.8K-$40.0K2026-10-28
Weaver Consulting Group
INCREASED8,1427,211+931+13%$302.1K$288.5K-$13.6K2026-10-07
Willner & Heller, LLC
DECREASED7,8598,547-688-8%$358.1K$278.5K-$79.6K2026-10-28
SeaCrest Wealth Management, LLC
NEW7,682—+7,682——$272.2K—2026-10-21
Barclays PLC
UNCHANGED7,5007,50000%$314.2K$265.7K-$48.5K2026-11-06
Nations Financial Group Inc,
INCREASED7,1117,003+108+2%$293.4K$251.9K-$41.4K2026-11-05
Purus Wealth Management, LLC
NEW6,647—+6,647——$235.5K—2026-10-15
Capital Square, LLC
DECREASED6,5518,461-1,910-23%$329.0K$232.1K-$96.9K2026-10-19
Independence Asset Advisors, LLC
NEW6,453—+6,453——$228.6K—2026-10-23
Post Resch Tallon Group Inc.
INCREASED6,1506,050+100+2%$253.4K$217.9K-$35.5K2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED6,0507,050-1,000-14%$295.3K$214.4K-$81.0K2026-10-14
Merit Financial Group, LLC
NEW5,712—+5,712——$202.4K—2026-11-06
Farther Finance Advisors, LLC
INCREASED5,3711,506+3,865+257%$63.1K$190.3K+$127.2K2026-10-08
Allworth Financial LP
UNCHANGED3,2403,24000%$135.7K$135.7K$02026-11-06
IFG Advisory, LLC
UNCHANGED2,0712,07100%$86.8K$73.4K-$13.4K2026-11-09
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED1,8001,80000%$75.4K$63.8K-$11.6K2026-10-29
Signature Equity Partners, LLC
UNCHANGED1,6141,61400%$67.6K$57.2K-$10.4K2026-10-29
Simplex Trading, LLC
INCREASED1,493116+1,377+1187%$4.9K$52.9K+$48.0K2026-11-04
Balance Wealth Partners LLC
NEW1,234—+1,234——$43.7K—2026-10-27
Bessemer Group Inc
NEW1,000—+1,000——$35—2026-11-09
IFS Advisors, LLC
NEW989—+989——$35.1K—2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED92192100%$38.6K$32.6K-$6.0K2026-10-30
North Star Investment Management Corp.
NEW708—+708——$25.1K—2026-10-27
Bank of Montreal
UNCHANGED67867800%$28.4K$24.0K-$4.4K2026-11-09
Harbour Investments, Inc.
DECREASED656718-62-9%$30.1K$23.2K-$6.9K2026-11-09
Fifth Third Bancorp
NEW653—+653——$23.1K—2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED64564500%$27.0K$22.9K-$4.2K2026-11-03
Acumen Wealth Advisors, LLC
DECREASED500698-198-28%$29.2K$17.7K-$11.5K2026-11-05
Blue Trust, Inc.
NEW335—+335——$11.9K—2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED32932900%$13.8K$11.7K-$2.1K2026-10-15
GK Wealth Management LLC
NEW301—+301——$10.7K—2026-10-09
Geneos Wealth Management Inc.
DECREASED244470-226-48%$19.7K$8.6K-$11.0K2026-11-09
TD Waterhouse Canada Inc.
NEW200—+200——$7.2K—2026-10-16
Rossby Financial, LCC
UNCHANGED16316300%$6.8K$5.8K-$1.1K2026-11-05
Jnba Financial Advisors
UNCHANGED16216200%$6.8K$5.7K-$1.0K2026-11-03
Triumph Capital Management
UNCHANGED10010000%$4.2K$3.5K-$6462026-10-14
Concord Wealth Partners
UNCHANGED262600%$1.1K$921-$1682026-11-02
SBI Securities Co., Ltd.
NEW25—+25——$886—2026-10-22
Golden State Wealth Management, LLC
UNCHANGED131300%$545$461-$842026-11-02
DT Investment Partners, LLC
NEW12—+12——$426—2026-10-27
Mezzasalma Advisors, LLC
CLOSED037,245-37,245-100%$1.6M$0-$1.6M2026-10-14
Mirae Asset Securities (USA) Inc.
CLOSED021,416-21,416-100%$897.1K$0-$897.1K2026-10-15
HUB Investment Partners, LLC
CLOSED06,840-6,840-100%$286.5K$0-$286.5K2026-11-03
Grantvest Financial Group LLC
CLOSED05,626-5,626-100%$235.7K$0-$235.7K2026-10-21
US Bancorp \de\
CLOSED0350-350-100%$14.7K$0-$14.7K2026-11-05
Lanark Financial, Inc.
CLOSED0265-265-100%$11.1K$0-$11.1K2026-10-26
Cornerstone Planning Group LLC
CLOSED0100-100-100%$3.9K$0-$3.9K2026-10-16
TFC Financial Management, Inc.
CLOSED032-32-100%$1.3K$0-$1.3K2026-10-26
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
HighTower Advisors, LLC
N/A—570,153-570,153-100%$23.9M———
UBS Group AG
N/A—316,421-316,421-100%$13.3M———
Baird Financial Group, Inc.
N/A—302,721-302,721-100%$12.7M———
Raymond James Financial Inc
N/A—196,181-196,181-100%$8.2M———
JPMorgan Chase & Co
N/A—146,297-146,297-100%$6.0M———
Fortis Advisors, LLC
N/A—127,977-127,977-100%$5.4M———
Janney Montgomery Scott LLC
N/A—109,210-109,210-100%$4.6K———
Captrust Financial Advisors
N/A—89,246-89,246-100%$3.7M———
Stifel Financial Corp
N/A—84,433-84,433-100%$3.5M———
Stratos Wealth Partners, Ltd.
N/A—61,097-61,097-100%$2.6M———
IAM Advisory, LLC
N/A—53,763-53,763-100%$2.3M———
Envestnet Asset Management Inc
N/A—46,048-46,048-100%$1.9M———
Arkadios Wealth Advisors
N/A—44,886-44,886-100%$1.9M———
Per Stirling Capital Management, Llc.
N/A—43,196-43,196-100%$1.8M———
Perennial Investment Advisors, LLC
N/A—41,962-41,962-100%$1.8M———
FreeGulliver LLC
N/A—41,592-41,592-100%$1.7M———
Benson Wealth Management Inc
N/A—40,797-40,797-100%$1.7M———
NewEdge Advisors, LLC
N/A—38,219-38,219-100%$1.6M———
Advisory Services Network, LLC
N/A—37,910-37,910-100%$1.6M———
Arax Advisory Partners
N/A—37,693-37,693-100%$1.6M———
Jane Street Group, LLC
N/A—31,937-31,937-100%$1.3M———
PCG Wealth Advisors, LLC
N/A—30,407-30,407-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—28,350-28,350-100%$1.2M———
Rothschild Capital Partners, LLC
N/A—24,512-24,512-100%$1.0M———
Tidal Investments LLC
N/A—19,607-19,607-100%$821.3K———
Steward Partners Investment Advisory, LLC
N/A—18,566-18,566-100%$777.7K———
MWA Asset Management
N/A—11,894-11,894-100%$498.2K———
Cetera Investment Advisers
N/A—11,745-11,745-100%$492.0K———
Callan Family Office, LLC
N/A—11,700-11,700-100%$490.1K———
Advyzon Investment Management, LLC
N/A—11,077-11,077-100%$464.0K———
D. E. Shaw & Co., Inc.
N/A—10,309-10,309-100%$431.8K———
Brookwood Investment Group LLC
N/A—10,016-10,016-100%$419.6K———
Alteri Wealth LLC
N/A—9,383-9,383-100%$393.1K———
Mustico Financial Group, Inc.
N/A—8,912-8,912-100%$340.4K———
Intrepid Financial Planning Group LLC
N/A—7,758-7,758-100%$325.0K———
Insigneo Advisory Services, LLC
N/A—7,473-7,473-100%$313.0K———
Equitable Holdings, Inc.
N/A—6,160-6,160-100%$258.0K———
Jacobs Equity LLC
N/A—5,520-5,520-100%$231.2K———
Resurgent Financial Advisors LLC
N/A—5,370-5,370-100%$224.9K———
MML Investors Services, LLC
N/A—5,282-5,282-100%$221.2K———
Ameriflex Group, Inc.
N/A—4,872-4,872-100%$204.1K———
Jones Financial Companies Lllp
N/A—4,444-4,444-100%$179.3K———
Rockefeller Capital Management L.P.
N/A—4,252-4,252-100%$178.1K———
Morgan Stanley
N/A—2,657-2,657-100%$111.3K———
Graney & King, LLC
N/A—2,228-2,228-100%$93.3K———
AE Wealth Management LLC
N/A—1,493-1,493-100%$62.5K———
SHP Wealth Management
N/A—1,371-1,371-100%$57.4K———
Osaic Holdings, Inc.
N/A—1,258-1,258-100%$52.7K———
Royal Bank of Canada
N/A—1,140-1,140-100%$48.0K———
Fiduciary Financial Advisors
N/A—826-826-100%$34.6K———
Synergy Investment Management, LLC
N/A—303-303-100%$12.7K———
Ancora Advisors LLCA
N/A—144-144-100%$6.0K———
Continuum Advisory, LLC
N/A—100-100-100%$4.2K———
Group One Trading LLC
N/A—94-94-100%$3.9K———
Wells Fargo & Company
N/A—16-16-100%$670———
Showing 147 of 147 institutions