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SP Funds S&P Sharia Indu EXC (SPUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Shariaportfolio, Inc.
DECREASED
Shares650,258 from 766,881
Change-116,623 (-15%)
Value$38.7M (-$5.4M)
Filed 2026-10-20
Strengthening Families & Communities, LLC
DECREASED
Shares260,804 from 264,321
Change-3,517 (-1%)
Value$15.5M (+$329.8K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares121,102 from 125,102
Change-4,000 (-3%)
Value$7.2M (+$18.3K)
Filed 2026-10-08
Mission Wealth Management, LP
INCREASED
Shares88,657 from 58,119
Change+30,538 (+53%)
Value$5.3M (+$1.9M)
Filed 2026-10-15
Childress Capital Advisors, LLC
UNCHANGED
Shares74,671 from 74,671
Change0 (0%)
Value$4.4M (+$152.3K)
Filed 2026-10-28
rebel Financial LLC
DECREASED
Shares65,295 from 65,480
Change-185 (0%)
Value$3.9M (+$122.5K)
Filed 2026-11-04
Venture Visionary Partners LLC
NEW
Shares50,478
Change+50,478
Value$3.0M
Filed 2026-10-07
RFG Advisory, LLC
DECREASED
Shares44,206 from 46,304
Change-2,098 (-5%)
Value$2.6M (-$30.4K)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares44,039 from 20,653
Change+23,386 (+113%)
Value$2.6M (+$1.4M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares40,201 from 38,471
Change+1,730 (+5%)
Value$2.4M (+$181.5K)
Filed 2026-10-30
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares37,212 from 31,418
Change+5,794 (+18%)
Value$2.2M (+$409.1K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares34,337 from 38,242
Change-3,905 (-10%)
Value$2.1M (-$133.0K)
Filed 2026-10-13
SageOak Financial, LLC
DECREASED
Shares34,047 from 34,529
Change-482 (-1%)
Value$2.0M (+$41.8K)
Filed 2026-10-19
Compagnie Lombard Odier SCmA
DECREASED
Shares24,000 from 35,206
Change-11,206 (-32%)
Value$1.4M (-$595.4K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares13,747 from 4,572
Change+9,175 (+201%)
Value$818.5K (+$555.6K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares13,322 from 6,470
Change+6,852 (+106%)
Value$793.2K (+$421.2K)
Filed 2026-10-16
Arch Global Advisors, LLC
INCREASED
Shares13,270 from 13,065
Change+205 (+2%)
Value$790.1K (+$38.9K)
Filed 2026-10-23
Wrenne Financial Planning LLC
NEW
Shares13,001
Change+13,001
Value$774.1K
Filed 2026-10-30
Creative Planning
INCREASED
Shares12,043 from 11,926
Change+117 (+1%)
Value$717.0K (+$31.3K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares8,578
Change+8,578
Value$510.7K
Filed 2026-10-16
Choreo, LLC
NEW
Shares8,509
Change+8,509
Value$506.7K
Filed 2026-10-28
Y.D. More Investments Ltd
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$470.4K (+$16.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares7,283 from 7,281
Change+2 (+0%)
Value$433.6K (+$15.0K)
Filed 2026-11-02
Emergent Wealth Advisors, LLC
DECREASED
Shares7,121 from 7,191
Change-70 (-1%)
Value$424.0K (+$10.5K)
Filed 2026-10-09
StoneX Group Inc.
NEW
Shares6,807
Change+6,807
Value$401.3K
Filed 2026-11-03
Evansbrook LLC
INCREASED
Shares6,592 from 6,490
Change+102 (+2%)
Value$392.5K (+$19.3K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares6,497 from 6,493
Change+4 (+0%)
Value$386.8K (+$13.5K)
Filed 2026-10-08
Wesbanco Bank Inc
DECREASED
Shares6,234 from 8,059
Change-1,825 (-23%)
Value$371.2K (-$92.2K)
Filed 2026-11-04
Lido Advisors, LLC
DECREASED
Shares5,497 from 10,621
Change-5,124 (-48%)
Value$327.3K (-$283.4K)
Filed 2026-11-04
WT Wealth Management
NEW
Shares5,367
Change+5,367
Value$319.6K
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares5,140 from 5,133
Change+7 (+0%)
Value$301.5K (+$12.1K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares4,896 from 4,623
Change+273 (+6%)
Value$291.5K (+$25.7K)
Filed 2026-11-02
Paulson Wealth Management Inc.
INCREASED
Shares4,334 from 4,134
Change+200 (+5%)
Value$258.0K (+$20.3K)
Filed 2026-11-02
Merkkuri Wealth Advisors LLC
INCREASED
Shares4,212 from 3,896
Change+316 (+8%)
Value$250.8K (+$26.8K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares4,058 from 3,608
Change+450 (+12%)
Value$241.6K (+$34.2K)
Filed 2026-10-07
Stanich Group LLC
DECREASED
Shares3,842 from 3,855
Change-13 (0%)
Value$228.7K (+$7.1K)
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares3,744 from 3,739
Change+5 (+0%)
Value$222.9K (+$7.9K)
Filed 2026-10-22
Unique Wealth Strategies, LLC
UNCHANGED
Shares3,716 from 3,716
Change0 (0%)
Value$213.7K ($0)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares3,530 from 3,386
Change+144 (+4%)
Value$211.2K (+$18.2K)
Filed 2026-10-16
Gerber Kawasaki Wealth & Investment Management
NEW
Shares3,468
Change+3,468
Value$206.5K
Filed 2026-10-29
Pacific Center for Financial Services
INCREASED
Shares2,164 from 2,161
Change+3 (+0%)
Value$128.8K (+$4.6K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares1,902 from 2,331
Change-429 (-18%)
Value$113.2K (-$20.8K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
DECREASED
Shares1,000 from 1,500
Change-500 (-33%)
Value$59.5K (-$26.7K)
Filed 2026-11-02
First Pacific Financial
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$38.7K (+$1.4K)
Filed 2026-10-14
Burk Holdings LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$36.6K (+$1.3K)
Filed 2026-11-05
Nvwm, LLC
DECREASED
Shares433 from 440
Change-7 (-2%)
Value$25.8K (+$481)
Filed 2026-10-14
Go Invest LLC
INCREASED
Shares152 from 112
Change+40 (+36%)
Value$9.0K (+$2.6K)
Filed 2026-10-09
Markowski Investments
NEW
Shares96
Change+96
Value$5.7K
Filed 2026-10-30
CX Institutional
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
High Note Wealth, LLC
NEW
Shares1
Change+1
Value$60
Filed 2026-10-27
Abacus Wealth Partners, LLC
CLOSED
Shares0 from 57,313
Change-57,313 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-03
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,492,502
Change-1,492,502 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 530,000
Change-530,000 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 107,504
Change-107,504 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 103,023
Change-103,023 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 94,221
Change-94,221 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 85,719
Change-85,719 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 73,996
Change-73,996 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 70,627
Change-70,627 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 60,357
Change-60,357 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 57,653
Change-57,653 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 41,486
Change-41,486 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 40,357
Change-40,357 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 38,629
Change-38,629 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 32,516
Change-32,516 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,676
Change-25,676 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,801
Change-21,801 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 21,352
Change-21,352 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 20,990
Change-20,990 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 19,690
Change-19,690 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,741
Change-18,741 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 16,630
Change-16,630 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,757
Change-15,757 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 15,703
Change-15,703 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 15,332
Change-15,332 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,252
Change-15,252 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 12,898
Change-12,898 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,551
Change-11,551 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 7,553
Change-7,553 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,404
Change-6,404 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
FMR LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
EFG International AG
N/A
Shares— from 583
Change-583 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Shariaportfolio, Inc.
DECREASED650,258766,881-116,623-15%$44.1M$38.7M-$5.4M2026-10-20
Strengthening Families & Communities, LLC
DECREASED260,804264,321-3,517-1%$15.2M$15.5M+$329.8K2026-10-21
Farther Finance Advisors, LLC
DECREASED121,102125,102-4,000-3%$7.2M$7.2M+$18.3K2026-10-08
Mission Wealth Management, LP
INCREASED88,65758,119+30,538+53%$3.3M$5.3M+$1.9M2026-10-15
Childress Capital Advisors, LLC
UNCHANGED74,67174,67100%$4.3M$4.4M+$152.3K2026-10-28
rebel Financial LLC
DECREASED65,29565,480-1850%$3.8M$3.9M+$122.5K2026-11-04
Venture Visionary Partners LLC
NEW50,478—+50,478——$3.0M—2026-10-07
RFG Advisory, LLC
DECREASED44,20646,304-2,098-5%$2.7M$2.6M-$30.4K2026-11-03
Sumitomo Mitsui Trust Group, Inc.
INCREASED44,03920,653+23,386+113%$1.2M$2.6M+$1.4M2026-10-29
Truist Financial Corp
INCREASED40,20138,471+1,730+5%$2.2M$2.4M+$181.5K2026-10-30
Cerro Pacific Wealth Advisors LLC
INCREASED37,21231,418+5,794+18%$1.8M$2.2M+$409.1K2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED34,33738,242-3,905-10%$2.2M$2.1M-$133.0K2026-10-13
SageOak Financial, LLC
DECREASED34,04734,529-482-1%$2.0M$2.0M+$41.8K2026-10-19
Compagnie Lombard Odier SCmA
DECREASED24,00035,206-11,206-32%$2.0M$1.4M-$595.4K2026-11-04
Larson Financial Group LLC
INCREASED13,7474,572+9,175+201%$262.9K$818.5K+$555.6K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED13,3226,470+6,852+106%$372.0K$793.2K+$421.2K2026-10-16
Arch Global Advisors, LLC
INCREASED13,27013,065+205+2%$751.2K$790.1K+$38.9K2026-10-23
Wrenne Financial Planning LLC
NEW13,001—+13,001——$774.1K—2026-10-30
Creative Planning
INCREASED12,04311,926+117+1%$685.8K$717.0K+$31.3K2026-11-02
Concurrent Investment Advisors, LLC
NEW8,578—+8,578——$510.7K—2026-10-16
Choreo, LLC
NEW8,509—+8,509——$506.7K—2026-10-28
Y.D. More Investments Ltd
UNCHANGED7,9007,90000%$454.3K$470.4K+$16.1K2026-11-02
Kestra Advisory Services, LLC
INCREASED7,2837,281+2+0%$418.7K$433.6K+$15.0K2026-11-02
Emergent Wealth Advisors, LLC
DECREASED7,1217,191-70-1%$413.5K$424.0K+$10.5K2026-10-09
StoneX Group Inc.
NEW6,807—+6,807——$401.3K—2026-11-03
Evansbrook LLC
INCREASED6,5926,490+102+2%$373.2K$392.5K+$19.3K2026-10-16
Valeo Financial Advisors, LLC
INCREASED6,4976,493+4+0%$373.3K$386.8K+$13.5K2026-10-08
Wesbanco Bank Inc
DECREASED6,2348,059-1,825-23%$463.4K$371.2K-$92.2K2026-11-04
Lido Advisors, LLC
DECREASED5,49710,621-5,124-48%$610.7K$327.3K-$283.4K2026-11-04
WT Wealth Management
NEW5,367—+5,367——$319.6K—2026-10-13
Chicago Partners Investment Group LLC
INCREASED5,1405,133+7+0%$289.4K$301.5K+$12.1K2026-10-27
Commonwealth Equity Services, LLC
INCREASED4,8964,623+273+6%$265.8K$291.5K+$25.7K2026-11-02
Paulson Wealth Management Inc.
INCREASED4,3344,134+200+5%$237.7K$258.0K+$20.3K2026-11-02
Merkkuri Wealth Advisors LLC
INCREASED4,2123,896+316+8%$224.0K$250.8K+$26.8K2026-11-03
Weaver Consulting Group
INCREASED4,0583,608+450+12%$207.5K$241.6K+$34.2K2026-10-07
Stanich Group LLC
DECREASED3,8423,855-130%$221.6K$228.7K+$7.1K2026-10-16
Strategic Blueprint, LLC
INCREASED3,7443,739+5+0%$215.0K$222.9K+$7.9K2026-10-22
Unique Wealth Strategies, LLC
UNCHANGED3,7163,71600%$213.7K$213.7K$02026-10-13
TD Waterhouse Canada Inc.
INCREASED3,5303,386+144+4%$193.0K$211.2K+$18.2K2026-10-16
Gerber Kawasaki Wealth & Investment Management
NEW3,468—+3,468——$206.5K—2026-10-29
Pacific Center for Financial Services
INCREASED2,1642,161+3+0%$124.3K$128.8K+$4.6K2026-10-15
IFP Advisors, Inc
DECREASED1,9022,331-429-18%$134.0K$113.2K-$20.8K2026-10-16
Murphy & Mullick Capital Management Corp
DECREASED1,0001,500-500-33%$86.3K$59.5K-$26.7K2026-11-02
First Pacific Financial
UNCHANGED64964900%$37.3K$38.7K+$1.4K2026-10-14
Burk Holdings LLC
UNCHANGED61461400%$35.3K$36.6K+$1.3K2026-11-05
Nvwm, LLC
DECREASED433440-7-2%$25.3K$25.8K+$4812026-10-14
Go Invest LLC
INCREASED152112+40+36%$6.4K$9.0K+$2.6K2026-10-09
Markowski Investments
NEW96—+96——$5.7K—2026-10-30
CX Institutional
UNCHANGED151500%$1$1$02026-10-02
High Note Wealth, LLC
NEW1—+1——$60—2026-10-27
Abacus Wealth Partners, LLC
CLOSED057,313-57,313-100%$3.3M$0-$3.3M2026-11-03
Manufacturers Life Insurance Company, the
N/A—1,492,502-1,492,502-100%$85.8M———
Schroder Investment Management Group
N/A—530,000-530,000-100%$30.1M———
Tidal Investments LLC
N/A—107,504-107,504-100%$6.2M———
Bank of America Corp
N/A—103,023-103,023-100%$5.9M———
Advocacy Wealth Management, LLC
N/A—94,221-94,221-100%$5.4M———
Envestnet Asset Management Inc
N/A—85,719-85,719-100%$4.9M———
ArchPoint Investors
N/A—73,996-73,996-100%$4.3M———
LPL Financial LLC
N/A—70,627-70,627-100%$4.1M———
Cresset Asset Management, LLC
N/A—60,357-60,357-100%$3.5M———
Focus Partners Wealth
N/A—57,653-57,653-100%$3.3M———
Royal Bank of Canada
N/A—41,486-41,486-100%$2.4M———
Sequoia Financial Advisors, LLC
N/A—40,357-40,357-100%$2.3M———
D. E. Shaw & Co., Inc.
N/A—38,629-38,629-100%$2.2M———
PNC Financial Services Group, Inc.
N/A—32,516-32,516-100%$1.9M———
Cetera Investment Advisers
N/A—25,676-25,676-100%$1.5M———
Susquehanna International Group, LLP
N/A—21,801-21,801-100%$1.3M———
Allworth Financial LP
N/A—21,352-21,352-100%$1.2M———
Federation des caisses Desjardins du Quebec
N/A—20,990-20,990-100%$1.2M———
Jaffetilchin Investment Partners, LLC
N/A—20,675-20,675-100%$1.2M———
Renaissance Technologies LLC
N/A—20,200-20,200-100%$1.2M———
CIBC World Market Inc.
N/A—19,690-19,690-100%$1.1M———
Raymond James Financial Inc
N/A—18,741-18,741-100%$1.1M———
Atomic Invest LLC
N/A—16,630-16,630-100%$942.5K———
MML Investors Services, LLC
N/A—15,757-15,757-100%$906.0K———
J. M. Brown & Associates Inc.
N/A—15,703-15,703-100%$902.9K———
HSBC Holdings PLC
N/A—15,400-15,400-100%$885.5K———
1832 Asset Management L.P.
N/A—15,332-15,332-100%$881.6K———
Private Advisor Group, LLC
N/A—15,252-15,252-100%$877.0K———
Earned Wealth Advisors, LLC
N/A—12,898-12,898-100%$741.6K———
XTX Topco Ltd
N/A—11,551-11,551-100%$664.2K———
HighTower Advisors, LLC
N/A—8,679-8,679-100%$499.0K———
Fifth Third Bancorp
N/A—8,140-8,140-100%$468.1K———
Snowden Capital Advisors LLC
N/A—7,834-7,834-100%$450.4K———
National Bank of Canada
N/A—7,815-7,815-100%$449.1K———
Main Street Financial Solutions, LLC
N/A—7,620-7,620-100%$438.1K———
Bank of Montreal
N/A—7,592-7,592-100%$436.5K———
Valtrion Capital Management, LLC
N/A—7,553-7,553-100%$434.3K———
Mariner, LLC
N/A—7,411-7,411-100%$426.1K———
Northwestern Mutual Wealth Management Co
N/A—6,621-6,621-100%$380.7K———
Osaic Holdings, Inc.
N/A—6,404-6,404-100%$368.4K———
NewEdge Advisors, LLC
N/A—5,256-5,256-100%$302.2K———
Timbuktu Capital Management, LLC
N/A—5,020-5,020-100%$288.7K———
HRT Financial LP
N/A—4,100-4,100-100%$235.0K———
Janney Montgomery Scott LLC
N/A—3,852-3,852-100%$221.0K———
Financial Engines Advisors L.L.C.
N/A—3,823-3,823-100%$219.8K———
Smartleaf Asset Management LLC
N/A—2,628-2,628-100%$149.0K———
Tower Research Capital LLC (TRC)
N/A—2,479-2,479-100%$142.5K———
UBS Group AG
N/A—1,792-1,792-100%$103.0K———
JPMorgan Chase & Co
N/A—1,420-1,420-100%$80.5K———
Morgan Stanley
N/A—1,046-1,046-100%$60.2K———
Steward Partners Investment Advisory, LLC
N/A—943-943-100%$54.2K———
FMR LLC
N/A—807-807-100%$46.4K———
EFG International AG
N/A—583-583-100%$33.5K———
Operose Advisors LLC
N/A—582-582-100%$33.5K———
AE Wealth Management LLC
N/A—205-205-100%$11.8K———
Bogart Wealth, LLC
N/A—100-100-100%$5.8K———
Prestige Wealth Management Group LLC
N/A—45-45-100%$2.6K———
UBS Asset Management Americas LLC
N/A—13-13-100%$748———
Vanguard Advisers Inc
N/A—5-5-100%$288———
BlackRock, Inc.
N/A—1-1-100%$41———
Showing 111 of 111 institutions