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Tortoise Energy Infrastruct (TYG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Eagle Bluffs Wealth Management LLC
INCREASED
Shares156,999 from 153,967
Change+3,032 (+2%)
Value$6.0M (-$589.1K)
Filed 2026-10-20
Absolute Investment Advisers, LLC
DECREASED
Shares131,269 from 338,029
Change-206,760 (-61%)
Value$5.0M (-$9.5M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares88,747 from 88,590
Change+157 (+0%)
Value$3.4K (-$3.8M)
Filed 2026-11-02
Meixler Investment Management, Ltd.
DECREASED
Shares85,973 from 96,803
Change-10,830 (-11%)
Value$3.3M (-$858.0K)
Filed 2026-11-03
Certuity, LLC
UNCHANGED
Shares85,000 from 85,000
Change0 (0%)
Value$3.3M (-$389.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares84,499 from 67,256
Change+17,243 (+26%)
Value$3.3M (+$375.2K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares70,830 from 38,995
Change+31,835 (+82%)
Value$2.7M (+$1.0M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares58,362 from 53,610
Change+4,752 (+9%)
Value$2.2M (-$63.6K)
Filed 2026-11-04
Closed-End Fund Advisors, Inc.
DECREASED
Shares43,406 from 44,601
Change-1,195 (-3%)
Value$1.7M (-$250.0K)
Filed 2026-11-04
180 Wealth Advisors, LLC
DECREASED
Shares40,968 from 43,329
Change-2,361 (-5%)
Value$1.6M (-$288.9K)
Filed 2026-11-03
Alessandra Capital Management, LLC
INCREASED
Shares31,486 from 30,328
Change+1,158 (+4%)
Value$1.2M (-$94.5K)
Filed 2026-10-30
Kercheville Advisors, LLC
DECREASED
Shares29,685 from 31,559
Change-1,874 (-6%)
Value$1.1M (-$216.3K)
Filed 2026-10-19
Avior Wealth Management, LLC
INCREASED
Shares25,093 from 18,852
Change+6,241 (+33%)
Value$960.8K (+$152.6K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares24,433 from 32,479
Change-8,046 (-25%)
Value$935.5K (-$456.8K)
Filed 2026-10-26
Investment Research Partners LLC
INCREASED
Shares20,690 from 19,427
Change+1,263 (+7%)
Value$792.2K (-$40.6K)
Filed 2026-10-19
NWF Advisory Services Inc.
DECREASED
Shares20,021 from 20,063
Change-42 (0%)
Value$766.6K (-$93.5K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares19,445 from 22,872
Change-3,427 (-15%)
Value$744.6K (-$236.0K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares19,089 from 18,700
Change+389 (+2%)
Value$730.9K (-$70.8K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares17,912 from 14,052
Change+3,860 (+27%)
Value$685.8K (+$83.4K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares16,326 from 16,326
Change0 (0%)
Value$625.1K (-$74.8K)
Filed 2026-11-04
Segment Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$574.4K (-$68.7K)
Filed 2026-10-26
John G Ullman & Associates Inc
UNCHANGED
Shares14,983 from 14,983
Change0 (0%)
Value$573.7K (-$68.6K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares14,662 from 14,070
Change+592 (+4%)
Value$561.4K (-$41.8K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares11,731 from 9,004
Change+2,727 (+30%)
Value$449.2K (+$63.2K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares11,706 from 9,640
Change+2,066 (+21%)
Value$448.2K (+$35.0K)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares11,469 from 11,262
Change+207 (+2%)
Value$439.1K (-$43.6K)
Filed 2026-10-14
Avail Investment Partners, LLC
INCREASED
Shares10,678 from 9,104
Change+1,574 (+17%)
Value$408.9K (+$18.6K)
Filed 2026-10-16
Invested Advisors
DECREASED
Shares10,012 from 10,323
Change-311 (-3%)
Value$383.4K (-$59.2K)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares9,942 from 8,429
Change+1,513 (+18%)
Value$380.7K (+$19.3K)
Filed 2026-10-22
Abundance Wealth Counselors
INCREASED
Shares9,100 from 7,114
Change+1,986 (+28%)
Value$348.4K (+$43.5K)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares8,724 from 8,724
Change0 (0%)
Value$334.0K (-$40.0K)
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares8,258 from 9,032
Change-774 (-9%)
Value$316.2K (-$71.0K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,884 from 7,071
Change+813 (+12%)
Value$301.9K (-$1.4K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares7,619 from 7,619
Change0 (0%)
Value$291.7K (-$34.9K)
Filed 2026-10-21
Old Port Advisors
UNCHANGED
Shares7,409 from 7,409
Change0 (0%)
Value$283.7K (-$33.9K)
Filed 2026-10-23
CX Institutional
NEW
Shares7,235
Change+7,235
Value$277
Filed 2026-10-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares6,363 from 8,494
Change-2,131 (-25%)
Value$243.6K (-$120.5K)
Filed 2026-10-29
Values Added Financial LLC
UNCHANGED
Shares5,716 from 5,716
Change0 (0%)
Value$218.9K (-$26.2K)
Filed 2026-10-28
MBA Advisors LLC
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$202.2K (-$24.2K)
Filed 2026-10-29
CoreCap Advisors, LLC
NEW
Shares4,250
Change+4,250
Value$162.7K
Filed 2026-10-08
Wolverine Asset Management LLC
NEW
Shares3,694
Change+3,694
Value$141.4K
Filed 2026-11-02
Montag A & Associates Inc
UNCHANGED
Shares1,304 from 1,304
Change0 (0%)
Value$49.9K (-$6.0K)
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$38.3K (-$4.6K)
Filed 2026-10-27
Hartford Financial Management Inc.
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$34.8K (-$4.2K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares862 from 860
Change+2 (+0%)
Value$33.0K (-$3.9K)
Filed 2026-10-30
Fifth Third Bancorp
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$27.3K (-$3.3K)
Filed 2026-11-05
Noble Wealth Management PBC
INCREASED
Shares550 from 443
Change+107 (+24%)
Value$21.1K (+$2.1K)
Filed 2026-10-01
Essential Investment Partners LLC
NEW
Shares543
Change+543
Value$20.8K
Filed 2026-10-27
Winthrop Capital Management, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$17.6K (+$17.6K)
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$17.0K (-$2.1K)
Filed 2026-10-23
First Premier Bank
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$12 (-$1)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares300 from 2,200
Change-1,900 (-86%)
Value$11.5K (-$82.8K)
Filed 2026-10-14
Evermay Wealth Management LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$11.4K (-$1.4K)
Filed 2026-11-05
Citigroup Inc
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$10.4K (-$1.2K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$7.4K (-$884)
Filed 2026-11-05
Southern Michigan Bank & Trust
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$7.4K (-$879)
Filed 2026-10-19
Abound Wealth Management
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$6.9K (-$826)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares155 from 383
Change-228 (-60%)
Value$5.9K (-$10.5K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares134 from 67
Change+67 (+100%)
Value$5.1K (+$2.3K)
Filed 2026-10-21
IFP Advisors, Inc
NEW
Shares76
Change+76
Value$2.9K
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares72
Change+72
Value$2.8K
Filed 2026-10-19
Rossby Financial, LCC
NEW
Shares63
Change+63
Value$2.4K
Filed 2026-11-05
Financial Management Professionals, Inc.
INCREASED
Shares42 from 41
Change+1 (+2%)
Value$1.6K (-$132)
Filed 2026-10-23
Covestor Ltd
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1 (-$1)
Filed 2026-10-30
Salomon & Ludwin, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.4K (-$161)
Filed 2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.4K (-$182)
Filed 2026-10-16
US Bancorp \de\
NEW
Shares15
Change+15
Value$574
Filed 2026-11-05
Aspect Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$383 (-$46)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$89 (-$8)
Filed 2026-11-04
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
Calamos Advisors LLC
CLOSED
Shares0 from 11,784
Change-11,784 (-100%)
Value$0 (-$505.2K)
Filed 2026-11-02
Verity Asset Management, Inc.
CLOSED
Shares0 from 9,758
Change-9,758 (-100%)
Value$0 (-$418.3K)
Filed 2026-10-30
XML Financial, LLC
CLOSED
Shares0 from 5,829
Change-5,829 (-100%)
Value$0 (-$249.9K)
Filed 2026-10-29
First National Bank of Mount Dora, Trust Investment Services
CLOSED
Shares0 from 4,892
Change-4,892 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-28
Strategic Advocates LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-03
Key FInancial Inc
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$257)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3.5M (+$101.7K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 1,298,404
Change-1,298,404 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 569,271
Change-569,271 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 452,441
Change-452,441 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 390,431
Change-390,431 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 286,038
Change-286,038 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 196,455
Change-196,455 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 167,891
Change-167,891 (-100%)
Value—
Quarry LP
N/A
Shares— from 165,345
Change-165,345 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 161,872
Change-161,872 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 158,400
Change-158,400 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 137,849
Change-137,849 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 137,223
Change-137,223 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 125,793
Change-125,793 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 122,657
Change-122,657 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 110,102
Change-110,102 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 106,305
Change-106,305 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 103,961
Change-103,961 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 100,275
Change-100,275 (-100%)
Value—
UBS Group AG
N/A
Shares— from 88,337
Change-88,337 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 70,170
Change-70,170 (-100%)
Value—
Commerce Bank
N/A
Shares— from 68,825
Change-68,825 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 61,881
Change-61,881 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 61,023
Change-61,023 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 59,756
Change-59,756 (-100%)
Value—
North Ground Capital
N/A
Shares— from 44,800
Change-44,800 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 42,020
Change-42,020 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 41,604
Change-41,604 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 40,832
Change-40,832 (-100%)
Value—
&partners
N/A
Shares— from 40,298
Change-40,298 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 37,508
Change-37,508 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 32,186
Change-32,186 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 31,301
Change-31,301 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29,733
Change-29,733 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 28,405
Change-28,405 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,046
Change-26,046 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 25,100
Change-25,100 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 24,545
Change-24,545 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 21,542
Change-21,542 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,384
Change-21,384 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 21,363
Change-21,363 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 20,209
Change-20,209 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,979
Change-19,979 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,881
Change-17,881 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 16,017
Change-16,017 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,904
Change-15,904 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,841
Change-14,841 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 14,388
Change-14,388 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,843
Change-13,843 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 13,329
Change-13,329 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,029
Change-13,029 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,848
Change-11,848 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,803
Change-11,803 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 11,576
Change-11,576 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 10,646
Change-10,646 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 9,052
Change-9,052 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 8,936
Change-8,936 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,824
Change-8,824 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,231
Change-7,231 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,198
Change-6,198 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,120
Change-6,120 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 621
Change-621 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 384
Change-384 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 255
Change-255 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 245
Change-245 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 222
Change-222 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 187
Change-187 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 180
Change-180 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 125
Change-125 (-100%)
Value—
FMR LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 87
Change-87 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
Eagle Bluffs Wealth Management LLC
INCREASED156,999153,967+3,032+2%$6.6M$6.0M-$589.1K2026-10-20
Absolute Investment Advisers, LLC
DECREASED131,269338,029-206,760-61%$14.5M$5.0M-$9.5M2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED88,74788,590+157+0%$3.8M$3.4K-$3.8M2026-11-02
Meixler Investment Management, Ltd.
DECREASED85,97396,803-10,830-11%$4.1M$3.3M-$858.0K2026-11-03
Certuity, LLC
UNCHANGED85,00085,00000%$3.6M$3.3M-$389.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED84,49967,256+17,243+26%$2.9M$3.3M+$375.2K2026-10-13
D.A. Davidson & Co.
INCREASED70,83038,995+31,835+82%$1.7M$2.7M+$1.0M2026-10-28
Lido Advisors, LLC
INCREASED58,36253,610+4,752+9%$2.3M$2.2M-$63.6K2026-11-04
Closed-End Fund Advisors, Inc.
DECREASED43,40644,601-1,195-3%$1.9M$1.7M-$250.0K2026-11-04
180 Wealth Advisors, LLC
DECREASED40,96843,329-2,361-5%$1.9M$1.6M-$288.9K2026-11-03
Alessandra Capital Management, LLC
INCREASED31,48630,328+1,158+4%$1.3M$1.2M-$94.5K2026-10-30
Kercheville Advisors, LLC
DECREASED29,68531,559-1,874-6%$1.4M$1.1M-$216.3K2026-10-19
Avior Wealth Management, LLC
INCREASED25,09318,852+6,241+33%$808.2K$960.8K+$152.6K2026-10-13
Oppenheimer & Co Inc
DECREASED24,43332,479-8,046-25%$1.4M$935.5K-$456.8K2026-10-26
Investment Research Partners LLC
INCREASED20,69019,427+1,263+7%$832.9K$792.2K-$40.6K2026-10-19
NWF Advisory Services Inc.
DECREASED20,02120,063-420%$860.1K$766.6K-$93.5K2026-10-19
Commonwealth Equity Services, LLC
DECREASED19,44522,872-3,427-15%$980.5K$744.6K-$236.0K2026-11-02
1620 Investment Advisors, Inc.
INCREASED19,08918,700+389+2%$801.7K$730.9K-$70.8K2026-11-04
Sigma Planning Corp
INCREASED17,91214,052+3,860+27%$602.4K$685.8K+$83.4K2026-10-23
Allspring Global Investments Holdings, LLC
UNCHANGED16,32616,32600%$699.9K$625.1K-$74.8K2026-11-04
Segment Wealth Management, LLC
UNCHANGED15,00015,00000%$643.1K$574.4K-$68.7K2026-10-26
John G Ullman & Associates Inc
UNCHANGED14,98314,98300%$642.3K$573.7K-$68.6K2026-11-04
Samalin Investment Counsel, LLC
INCREASED14,66214,070+592+4%$603.2K$561.4K-$41.8K2026-10-23
Kestra Advisory Services, LLC
INCREASED11,7319,004+2,727+30%$386.0K$449.2K+$63.2K2026-11-02
Creative Planning
INCREASED11,7069,640+2,066+21%$413.3K$448.2K+$35.0K2026-11-02
Davenport & Co LLC
INCREASED11,46911,262+207+2%$482.8K$439.1K-$43.6K2026-10-14
Avail Investment Partners, LLC
INCREASED10,6789,104+1,574+17%$390.3K$408.9K+$18.6K2026-10-16
Invested Advisors
DECREASED10,01210,323-311-3%$442.6K$383.4K-$59.2K2026-10-23
Capital Investment Advisors, LLC
INCREASED9,9428,429+1,513+18%$361.3K$380.7K+$19.3K2026-10-22
Abundance Wealth Counselors
INCREASED9,1007,114+1,986+28%$305.0K$348.4K+$43.5K2026-10-26
Quadrant Private Wealth Management, LLC
UNCHANGED8,7248,72400%$374.0K$334.0K-$40.0K2026-11-04
Fiduciary Alliance LLC
DECREASED8,2589,032-774-9%$387.2K$316.2K-$71.0K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED7,8847,071+813+12%$303.3K$301.9K-$1.4K2026-10-13
OpenArc Corporate Advisory, LLC
UNCHANGED7,6197,61900%$326.6K$291.7K-$34.9K2026-10-21
Old Port Advisors
UNCHANGED7,4097,40900%$317.6K$283.7K-$33.9K2026-10-23
CX Institutional
NEW7,235—+7,235——$277—2026-10-02
Blue Bell Private Wealth Management, LLC
DECREASED6,3638,494-2,131-25%$364.1K$243.6K-$120.5K2026-10-29
Values Added Financial LLC
UNCHANGED5,7165,71600%$245.0K$218.9K-$26.2K2026-10-28
MBA Advisors LLC
UNCHANGED5,2805,28000%$226.4K$202.2K-$24.2K2026-10-29
CoreCap Advisors, LLC
NEW4,250—+4,250——$162.7K—2026-10-08
Wolverine Asset Management LLC
NEW3,694—+3,694——$141.4K—2026-11-02
Montag A & Associates Inc
UNCHANGED1,3041,30400%$55.9K$49.9K-$6.0K2026-10-29
Parkside Financial Bank & Trust
UNCHANGED1,0001,00000%$42.9K$38.3K-$4.6K2026-10-27
Hartford Financial Management Inc.
UNCHANGED90990900%$39.0K$34.8K-$4.2K2026-10-21
Spire Wealth Management
INCREASED862860+2+0%$36.9K$33.0K-$3.9K2026-10-30
Fifth Third Bancorp
UNCHANGED71371300%$30.6K$27.3K-$3.3K2026-11-05
Noble Wealth Management PBC
INCREASED550443+107+24%$19.0K$21.1K+$2.1K2026-10-01
Essential Investment Partners LLC
NEW543—+543——$20.8K—2026-10-27
Winthrop Capital Management, LLC
UNCHANGED46046000%$20$17.6K+$17.6K2026-11-05
Holos Integrated Wealth LLC
UNCHANGED44344300%$19.1K$17.0K-$2.1K2026-10-23
First Premier Bank
UNCHANGED30230200%$13$12-$12026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3002,200-1,900-86%$94.3K$11.5K-$82.8K2026-10-14
Evermay Wealth Management LLC
UNCHANGED29829800%$12.8K$11.4K-$1.4K2026-11-05
Citigroup Inc
UNCHANGED27127100%$11.6K$10.4K-$1.2K2026-11-04
Larson Financial Group LLC
UNCHANGED19319300%$8.3K$7.4K-$8842026-11-05
Southern Michigan Bank & Trust
UNCHANGED19219200%$8.2K$7.4K-$8792026-10-19
Abound Wealth Management
UNCHANGED18118100%$7.7K$6.9K-$8262026-10-26
Farther Finance Advisors, LLC
DECREASED155383-228-60%$16.4K$5.9K-$10.5K2026-10-08
Assetmark, Inc
INCREASED13467+67+100%$2.9K$5.1K+$2.3K2026-10-21
IFP Advisors, Inc
NEW76—+76——$2.9K—2026-10-16
UMB Private Wealth Management, LLC
NEW72—+72——$2.8K—2026-10-19
Rossby Financial, LCC
NEW63—+63——$2.4K—2026-11-05
Financial Management Professionals, Inc.
INCREASED4241+1+2%$1.7K$1.6K-$1322026-10-23
Covestor Ltd
UNCHANGED373700%$2$1-$12026-10-30
Salomon & Ludwin, LLC
UNCHANGED373700%$1.6K$1.4K-$1612026-10-29
TD Waterhouse Canada Inc.
UNCHANGED373700%$1.6K$1.4K-$1822026-10-16
US Bancorp \de\
NEW15—+15——$574—2026-11-05
Aspect Partners, LLC
UNCHANGED101000%$429$383-$462026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED2200%$97$89-$82026-11-04
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
Calamos Advisors LLC
CLOSED011,784-11,784-100%$505.2K$0-$505.2K2026-11-02
Verity Asset Management, Inc.
CLOSED09,758-9,758-100%$418.3K$0-$418.3K2026-10-30
XML Financial, LLC
CLOSED05,829-5,829-100%$249.9K$0-$249.9K2026-10-29
First National Bank of Mount Dora, Trust Investment Services
CLOSED04,892-4,892-100%$209.7K$0-$209.7K2026-10-21
MCF Advisors LLC
CLOSED0356-356-100%$15.2K$0-$15.2K2026-10-28
Strategic Advocates LLC
CLOSED039-39-100%$1.7K$0-$1.7K2026-11-03
Key FInancial Inc
CLOSED06-6-100%$257$0-$2572026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$3.4M$3.5M+$101.7K2026-10-29
Morgan Stanley
N/A—1,298,404-1,298,404-100%$55.7M———
Penserra Capital Management LLC
N/A—569,271-569,271-100%$24.4M———
Raymond James Financial Inc
N/A—452,441-452,441-100%$19.4M———
Advisors Asset Management, Inc.
N/A—390,431-390,431-100%$16.7M———
Royal Bank of Canada
N/A—286,038-286,038-100%$12.3M———
Bard Associates Inc
N/A—196,455-196,455-100%$8.4M———
Guggenheim Capital LLC
N/A—167,891-167,891-100%$7.2M———
Quarry LP
N/A—165,345-165,345-100%$7.1M———
Almitas Capital LLC
N/A—161,872-161,872-100%$6.9M———
Wells Fargo & Company
N/A—158,400-158,400-100%$6.8M———
SIT Investment Associates Inc
N/A—137,849-137,849-100%$5.9M———
Arete Wealth Advisors, LLC
N/A—137,223-137,223-100%$5.9M———
Torno Capital, LLC
N/A—130,000-130,000-100%$5.6M———
LPL Financial LLC
N/A—125,793-125,793-100%$5.4M———
JPMorgan Chase & Co
N/A—122,657-122,657-100%$5.3M———
American Financial Group Inc
N/A—110,102-110,102-100%$4.7M———
Rivernorth Capital Management, LLC
N/A—106,305-106,305-100%$4.6M———
Janney Montgomery Scott LLC
N/A—103,961-103,961-100%$4.5M———
Thomas J. Herzfeld Advisors, Inc.
N/A—100,275-100,275-100%$4.3M———
UBS Group AG
N/A—88,337-88,337-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—70,170-70,170-100%$3.0M———
Commerce Bank
N/A—68,825-68,825-100%$3.0M———
Yakira Capital Management, Inc.
N/A—61,881-61,881-100%$2.7M———
Bank of America Corp
N/A—61,023-61,023-100%$2.6M———
Mariner, LLC
N/A—59,756-59,756-100%$2.6M———
North Ground Capital
N/A—44,800-44,800-100%$1.9M———
Invesco Ltd.
N/A—42,020-42,020-100%$1.8M———
Stifel Financial Corp
N/A—41,604-41,604-100%$1.8M———
First Foundation Advisors
N/A—40,832-40,832-100%$1.8M———
&partners
N/A—40,298-40,298-100%$1.7M———
Evolve Private Wealth, LLC
N/A—37,508-37,508-100%$1.6M———
Jane Street Group, LLC
N/A—32,186-32,186-100%$1.4M———
WJ Financial Advisors LLC
N/A—31,301-31,301-100%$1.3M———
Osaic Holdings, Inc.
N/A—29,733-29,733-100%$1.3M———
Monetary Management Group Inc
N/A—28,405-28,405-100%$1.2M———
Private Advisor Group, LLC
N/A—26,046-26,046-100%$1.1M———
Ariadne Wealth Management, LP
N/A—25,100-25,100-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—24,545-24,545-100%$1.1M———
Cahill Financial Advisors Inc
N/A—21,542-21,542-100%$923.5K———
United Capital Financial Advisors, LLC
N/A—21,400-21,400-100%$917.4K———
Cetera Investment Advisers
N/A—21,384-21,384-100%$916.7K———
Cerity Partners LLC
N/A—21,363-21,363-100%$915.8K———
Cohen & Steers, Inc.
N/A—20,209-20,209-100%$866.0K———
DRW Securities, LLC
N/A—20,000-20,000-100%$857.4K———
Harbour Investments, Inc.
N/A—19,979-19,979-100%$856.5K———
Clear Street Group Inc.
N/A—18,000-18,000-100%$771.7K———
HighTower Advisors, LLC
N/A—17,881-17,881-100%$766.5K———
Beacon Pointe Advisors, LLC
N/A—16,017-16,017-100%$686.6K———
XTX Topco Ltd
N/A—15,904-15,904-100%$681.8K———
Advisory Services Network, LLC
N/A—14,841-14,841-100%$636.3K———
Concorde Asset Management, LLC
N/A—14,388-14,388-100%$616.8K———
WCG Wealth Advisors LLC
N/A—13,843-13,843-100%$593.4K———
ArchPoint Investors
N/A—13,329-13,329-100%$571.4K———
Kovack Advisors, Inc.
N/A—13,029-13,029-100%$555.7K———
Baird Financial Group, Inc.
N/A—11,848-11,848-100%$507.9K———
NewEdge Wealth, LLC
N/A—11,803-11,803-100%$506.0K———
Wealth Alliance, LLC
N/A—11,576-11,576-100%$496.3K———
Manhattan West Asset Management, LLC
N/A—10,646-10,646-100%$456.4K———
MAI Capital Management
N/A—10,175-10,175-100%$436.2K———
Next Capital Management LLC
N/A—9,770-9,770-100%$418.8K———
Macquarie Group LTD
N/A—9,052-9,052-100%$384.0K———
Cornerstone Advisory, LLC
N/A—8,936-8,936-100%$383.1K———
Jaffetilchin Investment Partners, LLC
N/A—8,824-8,824-100%$378.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—8,610-8,610-100%$369.1K———
Baker Avenue Asset Management, LP
N/A—8,610-8,610-100%$369.1K———
Benjamin Edwards Inc
N/A—7,231-7,231-100%$310.0K———
PSI Advisors, LLC
N/A—7,035-7,035-100%$301.6K———
Moors & Cabot, Inc.
N/A—6,344-6,344-100%$272.0K———
Diversified Trust Co
N/A—6,198-6,198-100%$265.7K———
Cary Street Partners Financial LLC
N/A—6,120-6,120-100%$262.4K———
NewEdge Advisors, LLC
N/A—5,581-5,581-100%$239.3K———
Kintra Wealth, LLC
N/A—5,473-5,473-100%$237.9K———
Wealthspire Advisors, LLC
N/A—5,332-5,332-100%$228.6K———
Citadel Advisors LLC
N/A—5,249-5,249-100%$225.0K———
Ameritas Advisory Services, LLC
N/A—3,328-3,328-100%$142.7K———
Clearstead Advisors, LLC
N/A—2,126-2,126-100%$91.1K———
Arax Advisory Partners
N/A—2,101-2,101-100%$90.1K———
Whittier Trust Co
N/A—2,000-2,000-100%$85.2K———
Northwestern Mutual Wealth Management Co
N/A—1,270-1,270-100%$54.4K———
Quantum Portfolio Management LLC
N/A—1,126-1,126-100%$48.3K———
Rockefeller Capital Management L.P.
N/A—768-768-100%$32.9K———
Webster Bank, N. A.
N/A—621-621-100%$26.6K———
Strategic Investment Solutions, Inc.
N/A—400-400-100%$17.1K———
UMB Bank, n.a.
N/A—384-384-100%$16.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—255-255-100%$10.9K———
PIN OAK Investment Advisors Inc
N/A—245-245-100%$11———
Atlantic Union Bankshares Corp
N/A—222-222-100%$9.5K———
Private Wealth Asset Management, LLC
N/A—200-200-100%$8.6K———
SOA Wealth Advisors, Llc.
N/A—187-187-100%$8.0K———
Truvestments Capital LLC
N/A—187-187-100%$8.0K———
Federation des caisses Desjardins du Quebec
N/A—180-180-100%$7.7K———
HM Payson & Co
N/A—125-125-100%$5.4K———
FMR LLC
N/A—100-100-100%$4.3K———
Allworth Financial LP
N/A—87-87-100%$3.7K———
Fourth Dimension Wealth, LLC
N/A—50-50-100%$2.1K———
Delta Asset Management LLC
N/A—50-50-100%$2.1K———
Bogart Wealth, LLC
N/A—44-44-100%$1.9K———
Roble, Belko & Company, Inc
N/A—35-35-100%$2———
Showing 176 of 176 institutions