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Defiance AI & Power Infr ETF (AIPO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares507,947 from 509,007
Change-1,060 (0%)
Value$14.3M (-$2.7M)
Filed 2026-11-02
Trilogy Capital Inc.
NEW
Shares392,912
Change+392,912
Value$11.1M
Filed 2026-10-20
Silverleafe Capital Partners, LLC
INCREASED
Shares292,912 from 256,011
Change+36,901 (+14%)
Value$8.3M (-$293.2K)
Filed 2026-10-02
IFP Advisors, Inc
INCREASED
Shares222,246 from 158
Change+222,088 (+140562%)
Value$6.3M (+$6.3M)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares212,346 from 167,891
Change+44,455 (+26%)
Value$6.0M (+$378.9K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares169,591 from 113,961
Change+55,630 (+49%)
Value$4.8K (+$975)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares166,867 from 117,261
Change+49,606 (+42%)
Value$4.7M (+$788.0K)
Filed 2026-10-14
StoneCrest Wealth Management, Inc.
DECREASED
Shares165,750 from 171,823
Change-6,073 (-4%)
Value$4.7M (-$1.1M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares161,313 from 36,490
Change+124,823 (+342%)
Value$4.5M (+$3.3M)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares105,268 from 19,304
Change+85,964 (+445%)
Value$3.0M (+$2.3M)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares88,164 from 87,064
Change+1,100 (+1%)
Value$2.5M (-$422.6K)
Filed 2026-11-03
Westwind Capital
INCREASED
Shares86,536 from 76,718
Change+9,818 (+13%)
Value$2.4K (+$2.2K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares76,527 from 68,497
Change+8,030 (+12%)
Value$2.2M (-$130.4K)
Filed 2026-10-30
Perennial Advisors, LLC
INCREASED
Shares59,411 from 56,114
Change+3,297 (+6%)
Value$1.7M (-$199.4K)
Filed 2026-10-13
Quattro Financial Advisors LLC
NEW
Shares59,395
Change+59,395
Value$1.7M
Filed 2026-10-15
Belvedere Trading LLC
INCREASED
Shares58,878 from 2,347
Change+56,531 (+2409%)
Value$1.7M (+$1.6M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares52,185 from 43,592
Change+8,593 (+20%)
Value$1.5M (+$15.2K)
Filed 2026-10-16
VVR Holdings LLC
INCREASED
Shares49,344 from 27,973
Change+21,371 (+76%)
Value$1.4M (+$456.9K)
Filed 2026-10-19
Vista Investment Partners II, LLC
INCREASED
Shares48,438 from 45,784
Change+2,654 (+6%)
Value$1.4M (-$163.7K)
Filed 2026-10-15
Aries Wealth Management
NEW
Shares45,053
Change+45,053
Value$1.3M
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares43,414 from 31,695
Change+11,719 (+37%)
Value$1.2K (+$165)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares41,097 from 39,918
Change+1,179 (+3%)
Value$1.2M (-$174.7K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares37,716 from 37,713
Change+3 (+0%)
Value$1.1M (-$196.4K)
Filed 2026-10-30
Platform Technology Partners
INCREASED
Shares36,947 from 34,366
Change+2,581 (+8%)
Value$1.0M (-$106.2K)
Filed 2026-11-02
Lionsbridge Wealth Management LLC
DECREASED
Shares36,863 from 47,220
Change-10,357 (-22%)
Value$1.0M (-$538.1K)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares32,480 from 37,510
Change-5,030 (-13%)
Value$915.9K (-$337.3K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares32,063 from 9,990
Change+22,073 (+221%)
Value$904.2K (+$570.4K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares31,000 from 28,612
Change+2,388 (+8%)
Value$874.2K (-$81.7K)
Filed 2026-10-15
Sunpointe, LLC
INCREASED
Shares30,072 from 27,889
Change+2,183 (+8%)
Value$848.0K (-$83.7K)
Filed 2026-10-22
Simplex Trading, LLC
INCREASED
Shares28,761 from 2,730
Change+26,031 (+954%)
Value$811.1K (+$719.9K)
Filed 2026-11-04
Retirement Financial Solutions, LLC
NEW
Shares28,743
Change+28,743
Value$810.6K
Filed 2026-10-20
Herbst Group, LLC
NEW
Shares26,750
Change+26,750
Value$754.4K
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares23,681 from 164,759
Change-141,078 (-86%)
Value$667.8K (-$4.8M)
Filed 2026-10-08
Laurel Wealth Advisors LLC
INCREASED
Shares23,202 from 11,347
Change+11,855 (+104%)
Value$654.3K (+$275.2K)
Filed 2026-10-27
Curbstone Financial Management Corp
INCREASED
Shares22,418 from 21,718
Change+700 (+3%)
Value$632.2K (-$93.4K)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares20,910 from 13,370
Change+7,540 (+56%)
Value$559.8K (+$113.1K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares18,309 from 15,637
Change+2,672 (+17%)
Value$516.3K (-$6.1K)
Filed 2026-10-22
Bauman Advisory Group, LLC
INCREASED
Shares17,627 from 16,040
Change+1,587 (+10%)
Value$497.1K (-$38.8K)
Filed 2026-10-29
Vontobel Holding Ltd.
INCREASED
Shares17,276 from 15,776
Change+1,500 (+10%)
Value$487.2K (-$39.9K)
Filed 2026-10-16
Aletheian Wealth Advisors LLC
NEW
Shares16,307
Change+16,307
Value$459.9K
Filed 2026-10-08
Moors & Cabot, Inc.
INCREASED
Shares16,200 from 7,400
Change+8,800 (+119%)
Value$456.8K (+$209.6K)
Filed 2026-11-06
Everest Financial Group LLC
INCREASED
Shares16,050 from 9,250
Change+6,800 (+74%)
Value$452.6K (+$143.6K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,009 from 15,927
Change+82 (+1%)
Value$457.7K (-$39.7K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares14,249 from 14,387
Change-138 (-1%)
Value$401.8K (-$78.8K)
Filed 2026-10-08
Imc-Chicago, LLC
NEW
Shares14,132
Change+14,132
Value$398.5K
Filed 2026-11-05
Elm3 Financial Group, LLC
DECREASED
Shares13,466 from 13,876
Change-410 (-3%)
Value$379.7K (-$83.9K)
Filed 2026-10-07
Sovran Advisors, LLC
NEW
Shares12,813
Change+12,813
Value$331.2K
Filed 2026-11-02
Creative Planning
DECREASED
Shares12,261 from 12,681
Change-420 (-3%)
Value$345.8K (-$77.9K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares12,112 from 9,200
Change+2,912 (+32%)
Value$344.6K (+$50.0K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
NEW
Shares10,797
Change+10,797
Value$304.5K
Filed 2026-11-06
Chicago Partners Investment Group LLC
NEW
Shares10,405
Change+10,405
Value$250.0K
Filed 2026-10-27
Integrity Advisory Solutions, LLC
NEW
Shares10,006
Change+10,006
Value$282.2K
Filed 2026-10-29
Crusonia Wealth Advisors LLC
INCREASED
Shares8,360 from 7,231
Change+1,129 (+16%)
Value$235.8K (-$5.8K)
Filed 2026-10-26
VestGen Advisors, LLC
NEW
Shares8,351
Change+8,351
Value$235.5K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares7,602 from 10,302
Change-2,700 (-26%)
Value$214.4K (-$129.8K)
Filed 2026-11-04
Kestra Advisory Services, LLC
NEW
Shares7,404
Change+7,404
Value$208.8K
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares2,839 from 500
Change+2,339 (+468%)
Value$80.1K (+$64.9K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares2,538 from 1,722
Change+816 (+47%)
Value$71.6K (+$14.0K)
Filed 2026-11-06
Markowski Investments
INCREASED
Shares2,170 from 2,150
Change+20 (+1%)
Value$61.2K (-$10.6K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
INCREASED
Shares1,841 from 1,708
Change+133 (+8%)
Value$51.9K (-$5.1K)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares1,600 from 800
Change+800 (+100%)
Value$45.1K (+$18.4K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares1,545 from 1,591
Change-46 (-3%)
Value$43.6K (-$9.6K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$26.8K (-$5.0K)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$26.5K (-$4.9K)
Filed 2026-10-05
Blue Trust, Inc.
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$22.6K (-$4.2K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$16.4K ($0)
Filed 2026-11-06
Tsfg, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$10 (-$2)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$9.3K (-$1.7K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
NEW
Shares308
Change+308
Value$8.7K
Filed 2026-10-29
MB, Levis & Associates, LLC
DECREASED
Shares275 from 370
Change-95 (-26%)
Value$7.8K (-$4.6K)
Filed 2026-10-16
Winch Advisory Services, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$5.5K (-$1.0K)
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$2.8K (-$516)
Filed 2026-10-23
Aspect Partners, LLC
INCREASED
Shares61 from 50
Change+11 (+22%)
Value$1.7K (+$49)
Filed 2026-10-20
Clearstead Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.2K (-$219)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares38
Change+38
Value$1.1K
Filed 2026-10-09
Concord Wealth Partners
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$451 (-$84)
Filed 2026-11-02
Diversify Advisory Services, LLC
CLOSED
Shares0 from 24,106
Change-24,106 (-100%)
Value$0 (-$699.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 24,106
Change-24,106 (-100%)
Value$0 (-$699.8K)
Filed 2026-10-20
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 20,037
Change-20,037 (-100%)
Value$0 (-$669.4K)
Filed 2026-10-15
HBK Sorce Advisory LLC
CLOSED
Shares0 from 7,864
Change-7,864 (-100%)
Value$0 (-$237.0K)
Filed 2026-11-06
Focus Financial Network, Inc.
CLOSED
Shares0 from 6,600
Change-6,600 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-14
Mission Wealth Management, LP
CLOSED
Shares0 from 6,405
Change-6,405 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-15
US Bancorp \de\
CLOSED
Shares0 from 5,876
Change-5,876 (-100%)
Value$0 (-$196.3K)
Filed 2026-11-05
Signature Equity Partners, LLC
CLOSED
Shares0 from 1,358
Change-1,358 (-100%)
Value$0 (-$45.4K)
Filed 2026-10-29
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 696
Change-696 (-100%)
Value$0 (-$23.3K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 658
Change-658 (-100%)
Value$0 (-$21.1K)
Filed 2026-11-02
Triumph Capital Management
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$601)
Filed 2026-10-30
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,241,131
Change-1,241,131 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 650,256
Change-650,256 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 470,229
Change-470,229 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 450,563
Change-450,563 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 375,407
Change-375,407 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 352,481
Change-352,481 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 254,906
Change-254,906 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 234,902
Change-234,902 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 176,607
Change-176,607 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 151,910
Change-151,910 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 149,528
Change-149,528 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 147,388
Change-147,388 (-100%)
Value—
UBS Group AG
N/A
Shares— from 86,239
Change-86,239 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 67,501
Change-67,501 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,448
Change-55,448 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 54,182
Change-54,182 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 50,375
Change-50,375 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,037
Change-44,037 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 38,593
Change-38,593 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 38,149
Change-38,149 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 33,767
Change-33,767 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 33,669
Change-33,669 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 33,478
Change-33,478 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,846
Change-29,846 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 28,916
Change-28,916 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 24,780
Change-24,780 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,761
Change-22,761 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 19,005
Change-19,005 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 15,715
Change-15,715 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 14,943
Change-14,943 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,910
Change-14,910 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,731
Change-14,731 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 14,194
Change-14,194 (-100%)
Value—
EFG International AG
N/A
Shares— from 13,860
Change-13,860 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,711
Change-11,711 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,724
Change-10,724 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,992
Change-9,992 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,892
Change-9,892 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,595
Change-8,595 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 669
Change-669 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 80
Change-80 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 53
Change-53 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED507,947509,007-1,0600%$17.0M$14.3M-$2.7M2026-11-02
Trilogy Capital Inc.
NEW392,912—+392,912——$11.1M—2026-10-20
Silverleafe Capital Partners, LLC
INCREASED292,912256,011+36,901+14%$8.6M$8.3M-$293.2K2026-10-02
IFP Advisors, Inc
INCREASED222,246158+222,088+140562%$5.3K$6.3M+$6.3M2026-10-16
Integrity Alliance, Llc.
INCREASED212,346167,891+44,455+26%$5.6M$6.0M+$378.9K2026-10-29
Park Avenue Securities LLC
INCREASED169,591113,961+55,630+49%$3.8K$4.8K+$9752026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED166,867117,261+49,606+42%$3.9M$4.7M+$788.0K2026-10-14
StoneCrest Wealth Management, Inc.
DECREASED165,750171,823-6,073-4%$5.7M$4.7M-$1.1M2026-11-03
LPL Financial LLC
INCREASED161,31336,490+124,823+342%$1.2M$4.5M+$3.3M2026-11-06
Glenview Trust Co
INCREASED105,26819,304+85,964+445%$644.9K$3.0M+$2.3M2026-10-28
Parallel Advisors, LLC
INCREASED88,16487,064+1,100+1%$2.9M$2.5M-$422.6K2026-11-03
Westwind Capital
INCREASED86,53676,718+9,818+13%$256$2.4K+$2.2K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED76,52768,497+8,030+12%$2.3M$2.2M-$130.4K2026-10-30
Perennial Advisors, LLC
INCREASED59,41156,114+3,297+6%$1.9M$1.7M-$199.4K2026-10-13
Quattro Financial Advisors LLC
NEW59,395—+59,395——$1.7M—2026-10-15
Belvedere Trading LLC
INCREASED58,8782,347+56,531+2409%$78.4K$1.7M+$1.6M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED52,18543,592+8,593+20%$1.5M$1.5M+$15.2K2026-10-16
VVR Holdings LLC
INCREASED49,34427,973+21,371+76%$934.6K$1.4M+$456.9K2026-10-19
Vista Investment Partners II, LLC
INCREASED48,43845,784+2,654+6%$1.5M$1.4M-$163.7K2026-10-15
Aries Wealth Management
NEW45,053—+45,053——$1.3M—2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED43,41431,695+11,719+37%$1.1K$1.2K+$1652026-11-02
Sigma Planning Corp
INCREASED41,09739,918+1,179+3%$1.3M$1.2M-$174.7K2026-10-23
Truist Financial Corp
INCREASED37,71637,713+3+0%$1.3M$1.1M-$196.4K2026-10-30
Platform Technology Partners
INCREASED36,94734,366+2,581+8%$1.1M$1.0M-$106.2K2026-11-02
Lionsbridge Wealth Management LLC
DECREASED36,86347,220-10,357-22%$1.6M$1.0M-$538.1K2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED32,48037,510-5,030-13%$1.3M$915.9K-$337.3K2026-11-03
HB Wealth Management, LLC
INCREASED32,0639,990+22,073+221%$333.8K$904.2K+$570.4K2026-10-23
Atria Investments, Inc
INCREASED31,00028,612+2,388+8%$955.9K$874.2K-$81.7K2026-10-15
Sunpointe, LLC
INCREASED30,07227,889+2,183+8%$931.8K$848.0K-$83.7K2026-10-22
Simplex Trading, LLC
INCREASED28,7612,730+26,031+954%$91.2K$811.1K+$719.9K2026-11-04
Retirement Financial Solutions, LLC
NEW28,743—+28,743——$810.6K—2026-10-20
Herbst Group, LLC
NEW26,750—+26,750——$754.4K—2026-10-20
Farther Finance Advisors, LLC
DECREASED23,681164,759-141,078-86%$5.5M$667.8K-$4.8M2026-10-08
Laurel Wealth Advisors LLC
INCREASED23,20211,347+11,855+104%$379.1K$654.3K+$275.2K2026-10-27
Curbstone Financial Management Corp
INCREASED22,41821,718+700+3%$725.6K$632.2K-$93.4K2026-10-21
AdvisorNet Financial, Inc
INCREASED20,91013,370+7,540+56%$446.7K$559.8K+$113.1K2026-10-15
Brookstone Capital Management
INCREASED18,30915,637+2,672+17%$522.4K$516.3K-$6.1K2026-10-22
Bauman Advisory Group, LLC
INCREASED17,62716,040+1,587+10%$535.9K$497.1K-$38.8K2026-10-29
Vontobel Holding Ltd.
INCREASED17,27615,776+1,500+10%$527.1K$487.2K-$39.9K2026-10-16
Aletheian Wealth Advisors LLC
NEW16,307—+16,307——$459.9K—2026-10-08
Moors & Cabot, Inc.
INCREASED16,2007,400+8,800+119%$247.2K$456.8K+$209.6K2026-11-06
Everest Financial Group LLC
INCREASED16,0509,250+6,800+74%$309.0K$452.6K+$143.6K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED16,00915,927+82+1%$497.4K$457.7K-$39.7K2026-10-13
CoreCap Advisors, LLC
DECREASED14,24914,387-138-1%$480.7K$401.8K-$78.8K2026-10-08
Imc-Chicago, LLC
NEW14,132—+14,132——$398.5K—2026-11-05
Elm3 Financial Group, LLC
DECREASED13,46613,876-410-3%$463.6K$379.7K-$83.9K2026-10-07
Sovran Advisors, LLC
NEW12,813—+12,813——$331.2K—2026-11-02
Creative Planning
DECREASED12,26112,681-420-3%$423.7K$345.8K-$77.9K2026-11-02
TD Waterhouse Canada Inc.
INCREASED12,1129,200+2,912+32%$294.6K$344.6K+$50.0K2026-10-16
Kestra Private Wealth Services, LLC
NEW10,797—+10,797——$304.5K—2026-11-06
Chicago Partners Investment Group LLC
NEW10,405—+10,405——$250.0K—2026-10-27
Integrity Advisory Solutions, LLC
NEW10,006—+10,006——$282.2K—2026-10-29
Crusonia Wealth Advisors LLC
INCREASED8,3607,231+1,129+16%$241.6K$235.8K-$5.8K2026-10-26
VestGen Advisors, LLC
NEW8,351—+8,351——$235.5K—2026-10-27
EverSource Wealth Advisors, LLC
DECREASED7,60210,302-2,700-26%$344.2K$214.4K-$129.8K2026-11-04
Kestra Advisory Services, LLC
NEW7,404—+7,404——$208.8K—2026-11-02
Compass Financial Management LLC
INCREASED2,839500+2,339+468%$15.1K$80.1K+$64.9K2026-10-30
PNC Financial Services Group, Inc.
INCREASED2,5381,722+816+47%$57.5K$71.6K+$14.0K2026-11-06
Markowski Investments
INCREASED2,1702,150+20+1%$71.8K$61.2K-$10.6K2026-10-30
Provenance Wealth Advisors, LLC
INCREASED1,8411,708+133+8%$57.1K$51.9K-$5.1K2026-10-30
Arlington Trust Co LLC
INCREASED1,600800+800+100%$26.7K$45.1K+$18.4K2026-10-20
Fifth Third Bancorp
DECREASED1,5451,591-46-3%$53.2K$43.6K-$9.6K2026-11-05
Signaturefd, LLC
UNCHANGED95095000%$31.7K$26.8K-$5.0K2026-10-23
Eastern Bank
UNCHANGED94194100%$31.4K$26.5K-$4.9K2026-10-05
Blue Trust, Inc.
UNCHANGED80280200%$26.8K$22.6K-$4.2K2026-10-15
Allworth Financial LP
UNCHANGED49049000%$16.4K$16.4K$02026-11-06
Tsfg, LLC
UNCHANGED37037000%$12$10-$22026-10-23
Armstrong Advisory Group, Inc
UNCHANGED33033000%$11.0K$9.3K-$1.7K2026-10-09
Next Level Wealth Planning, LLC
NEW308—+308——$8.7K—2026-10-29
MB, Levis & Associates, LLC
DECREASED275370-95-26%$12.4K$7.8K-$4.6K2026-10-16
Winch Advisory Services, LLC
UNCHANGED19519500%$6.5K$5.5K-$1.0K2026-11-06
Financial Consulate, Inc
UNCHANGED999900%$3.3K$2.8K-$5162026-10-23
Aspect Partners, LLC
INCREASED6150+11+22%$1.7K$1.7K+$492026-10-20
Clearstead Advisors, LLC
UNCHANGED424200%$1.4K$1.2K-$2192026-11-06
GK Wealth Management LLC
NEW38—+38——$1.1K—2026-10-09
Concord Wealth Partners
UNCHANGED161600%$535$451-$842026-11-02
Diversify Advisory Services, LLC
CLOSED024,106-24,106-100%$699.8K$0-$699.8K2026-10-20
Diversify Wealth Management, LLC
CLOSED024,106-24,106-100%$699.8K$0-$699.8K2026-10-20
Mirae Asset Securities (USA) Inc.
CLOSED020,037-20,037-100%$669.4K$0-$669.4K2026-10-15
HBK Sorce Advisory LLC
CLOSED07,864-7,864-100%$237.0K$0-$237.0K2026-11-06
Focus Financial Network, Inc.
CLOSED06,600-6,600-100%$220.5K$0-$220.5K2026-10-14
Mission Wealth Management, LP
CLOSED06,405-6,405-100%$214.0K$0-$214.0K2026-10-15
US Bancorp \de\
CLOSED05,876-5,876-100%$196.3K$0-$196.3K2026-11-05
Signature Equity Partners, LLC
CLOSED01,358-1,358-100%$45.4K$0-$45.4K2026-10-29
Flagship Wealth Advisors, LLC
CLOSED0696-696-100%$23.3K$0-$23.3K2026-11-03
International Assets Investment Management, LLC
CLOSED0658-658-100%$21.1K$0-$21.1K2026-11-02
Triumph Capital Management
CLOSED0170-170-100%$5.7K$0-$5.7K2026-10-14
Smallwood Wealth Investment Management, LLC
CLOSED018-18-100%$601$0-$6012026-10-30
Bouchey Financial Group, Ltd.
N/A—1,241,131-1,241,131-100%$41.5M———
Focus Partners Wealth
N/A—650,256-650,256-100%$21.7M———
Royal Bank of Canada
N/A—470,229-470,229-100%$15.7M———
Raymond James Financial Inc
N/A—450,563-450,563-100%$15.1M———
Cetera Investment Advisers
N/A—375,407-375,407-100%$12.5M———
Performance Wealth Partners, LLC
N/A—352,481-352,481-100%$11.8M———
Franklin Resources Inc
N/A—254,906-254,906-100%$8.5M———
Members Advisory Group LLC
N/A—234,902-234,902-100%$7.8M———
Waverly Advisors, LLC
N/A—176,607-176,607-100%$5.9M———
D. E. Shaw & Co., Inc.
N/A—151,910-151,910-100%$5.1M———
Integrated Wealth Concepts LLC
N/A—149,528-149,528-100%$5.0M———
Rockefeller Capital Management L.P.
N/A—147,388-147,388-100%$4.9M———
UBS Group AG
N/A—86,239-86,239-100%$2.9M———
WNY Asset Management, LLC
N/A—67,501-67,501-100%$2.3M———
Osaic Holdings, Inc.
N/A—55,448-55,448-100%$1.9M———
Envestnet Asset Management Inc
N/A—54,182-54,182-100%$1.8M———
Summit Financial, LLC
N/A—50,375-50,375-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—44,037-44,037-100%$1.5M———
Mariner, LLC
N/A—38,593-38,593-100%$1.3M———
Sanctuary Advisors, LLC
N/A—38,149-38,149-100%$1.3M———
SHP Wealth Management
N/A—33,767-33,767-100%$1.1M———
Centaurus Financial, Inc.
N/A—33,669-33,669-100%$1.1K———
GTS Securities LLC
N/A—33,478-33,478-100%$1.1M———
Susquehanna International Group, LLP
N/A—29,846-29,846-100%$997.2K———
Arrowroot Family Office, LLC
N/A—28,916-28,916-100%$966.1K———
Essex Financial Services, Inc.
N/A—24,780-24,780-100%$827.9K———
Morgan Stanley
N/A—22,761-22,761-100%$760.4K———
Family Manage LLC
N/A—19,296-19,296-100%$644.7K———
HRT Financial LP
N/A—19,005-19,005-100%$634———
AQR Capital Management LLC
N/A—16,112-16,112-100%$538.3K———
IEQ Capital, LLC
N/A—16,112-16,112-100%$538.3K———
Wealthspire Advisors, LLC
N/A—15,715-15,715-100%$525.0K———
Northwestern Mutual Wealth Management Co
N/A—15,129-15,129-100%$505.5K———
Concentrum Wealth Management
N/A—14,943-14,943-100%$499.2K———
PFG Investments, LLC
N/A—14,910-14,910-100%$498.1K———
HighTower Advisors, LLC
N/A—14,731-14,731-100%$492.2K———
Tradition Wealth Management, LLC
N/A—14,194-14,194-100%$474.2K———
EFG International AG
N/A—13,860-13,860-100%$463.1K———
Bank of Montreal
N/A—11,711-11,711-100%$391.3K———
Stifel Financial Corp
N/A—10,724-10,724-100%$358.3K———
Johnson Investment Counsel Inc
N/A—10,555-10,555-100%$352.6K———
Arax Advisory Partners
N/A—9,992-9,992-100%$333.8K———
Novare Capital Management LLC
N/A—9,900-9,900-100%$330.8K———
Neuberger Berman Group LLC
N/A—9,892-9,892-100%$330.5K———
NewEdge Advisors, LLC
N/A—8,595-8,595-100%$287.2K———
MML Investors Services, LLC
N/A—8,466-8,466-100%$282.8K———
Leigh Baldwin & Co., LLC
N/A—7,600-7,600-100%$253.9K———
Ausdal Financial Partners, Inc.
N/A—6,300-6,300-100%$210.5K———
JPMorgan Chase & Co
N/A—4,246-4,246-100%$138.2K———
Banque Cantonale Vaudoise
N/A—2,429-2,429-100%$81———
Ankerstar Wealth, LLC
N/A—766-766-100%$25.6K———
Harbour Investments, Inc.
N/A—669-669-100%$22.4K———
AE Wealth Management LLC
N/A—537-537-100%$17.9K———
Ameritas Advisory Services, LLC
N/A—243-243-100%$8.1K———
Truvestments Capital LLC
N/A—200-200-100%$6.7K———
Continuum Advisory, LLC
N/A—168-168-100%$5.6K———
National Bank of Canada
N/A—80-80-100%$2.7K———
Hollencrest Capital Management
N/A—53-53-100%$1.8K———
Strive Financial Group,LLC
N/A—33-33-100%$1.1K———
Gould Capital, LLC
N/A—20-20-100%$668———
Showing 148 of 148 institutions