Trinity Capital Inc (TRIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Sound Income Strategies, LLC

DECREASED

Shares1,131,116 from 1,269,744

Change-138,628 (-11%)

Value$19.4M (-$3.3M)

Filed 2026-10-09

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares297,707 from 346,192

Change-48,485 (-14%)

Value$5.2M (-$968.6K)

Filed 2026-10-13

SMH Capital Advisors Inc

INCREASED

Shares171,820 from 170,293

Change+1,527 (+1%)

Value$3.0M (-$31.1K)

Filed 2026-10-29

Independent Financial Group, LLC

INCREASED

Shares125,614 from 113,135

Change+12,479 (+11%)

Value$2.2M (+$180.5K)

Filed 2026-10-13

Legacy Capital Wealth Partners, LLC

INCREASED

Shares112,790 from 107,991

Change+4,799 (+4%)

Value$2.0M (+$47.5K)

Filed 2026-10-21

Chicago Partners Investment Group LLC

INCREASED

Shares97,614 from 84,459

Change+13,155 (+16%)

Value$1.6M (+$120.4K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

DECREASED

Shares93,820 from 102,121

Change-8,301 (-8%)

Value$1.6M (-$180.4K)

Filed 2026-11-02

AWM Capital, LLC

INCREASED

Shares90,352 from 85,694

Change+4,658 (+5%)

Value$1.6M (+$52.6K)

Filed 2026-10-16

Catalyst Capital Advisors LLC

UNCHANGED

Shares70,337 from 70,337

Change0 (0%)

Value$1.2M (-$23.9K)

Filed 2026-11-02

GEN Financial Management, Inc.

INCREASED

Shares53,795 from 42,645

Change+11,150 (+26%)

Value$944.1K (+$181.2K)

Filed 2026-10-13

Kestra Advisory Services, LLC

DECREASED

Shares53,460 from 54,305

Change-845 (-2%)

Value$938.2K (-$33.3K)

Filed 2026-11-02

Oppenheimer & Co Inc

INCREASED

Shares48,702 from 47,081

Change+1,621 (+3%)

Value$854.7K (+$12.4K)

Filed 2026-10-26

Cornerstone Wealth Management, LLC

INCREASED

Shares45,676 from 43,330

Change+2,346 (+5%)

Value$801.6K (+$26.4K)

Filed 2026-11-04

Closed-End Fund Advisors, Inc.

DECREASED

Shares44,124 from 47,259

Change-3,135 (-7%)

Value$774.4K (-$71.1K)

Filed 2026-11-04

Canton Hathaway, LLC

UNCHANGED

Shares43,955 from 43,955

Change0 (0%)

Value$771.4K (-$14.9K)

Filed 2026-10-23

First Financial Bank - Trust Division

UNCHANGED

Shares42,623 from 42,623

Change0 (0%)

Value$748.0K (-$14.5K)

Filed 2026-10-01

D.A. Davidson & Co.

INCREASED

Shares42,517 from 42,083

Change+434 (+1%)

Value$746.2K (-$6.7K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares40,182 from 38,052

Change+2,130 (+6%)

Value$705 (-$680.3K)

Filed 2026-11-02

Forum Financial Management, LP

UNCHANGED

Shares40,000 from 40,000

Change0 (0%)

Value$702.0K (-$13.6K)

Filed 2026-10-16

Bison Wealth, LLC

UNCHANGED

Shares37,438 from 37,438

Change0 (0%)

Value$639.1K (-$21.0K)

Filed 2026-10-13

Eagle Global Advisors LLC

UNCHANGED

Shares30,020 from 30,020

Change0 (0%)

Value$526.9K (-$10.2K)

Filed 2026-11-02

Moody National Bank Trust Division

UNCHANGED

Shares20,564 from 20,564

Change0 (0%)

Value$360.9K (-$7.0K)

Filed 2026-10-06

PFG Advisors

NEW

Shares20,233

Change+20,233

Value$355.1K

Filed 2026-10-16

Values First Advisors, Inc.

INCREASED

Shares18,790 from 18,596

Change+194 (+1%)

Value$329.8K (-$2.9K)

Filed 2026-10-23

Angeles Wealth Management, LLC

UNCHANGED

Shares18,553 from 18,553

Change0 (0%)

Value$325.6K (-$6.3K)

Filed 2026-10-26

Sweeney & Michel, LLC

DECREASED

Shares18,002 from 18,104

Change-102 (-1%)

Value$315.9K (-$10.8K)

Filed 2026-10-16

Kingstone Capital Partners Texas, LLC

NEW

Shares16,204

Change+16,204

Value$284.4K

Filed 2026-11-03

MacKenzie Financial Corp

DECREASED

Shares15,827 from 15,921

Change-94 (-1%)

Value$277.8K (-$7.1K)

Filed 2026-11-02

International Assets Investment Management, LLC

INCREASED

Shares14,236 from 8,814

Change+5,422 (+62%)

Value$249.8K (+$92.1K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares14,076 from 12,976

Change+1,100 (+8%)

Value$247.0K (+$14.9K)

Filed 2026-10-08

Brookstone Capital Management

INCREASED

Shares13,428 from 11,595

Change+1,833 (+16%)

Value$235.7K (+$28.2K)

Filed 2026-10-22

Accel Wealth Management

INCREASED

Shares13,286 from 13,251

Change+35 (+0%)

Value$233.2K (-$3.9K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares12,365 from 12,158

Change+207 (+2%)

Value$212.2K (-$1.8K)

Filed 2026-10-13

Alkeme Wealth, LLC

INCREASED

Shares12,280 from 11,938

Change+342 (+3%)

Value$215.5K (+$1.9K)

Filed 2026-10-08

Creative Planning

NEW

Shares12,137

Change+12,137

Value$213.0K

Filed 2026-11-02

Visionary Wealth Advisors

INCREASED

Shares11,771 from 11,448

Change+323 (+3%)

Value$206.6K (+$1.8K)

Filed 2026-11-04

Elevatus Welath Management

INCREASED

Shares11,734 from 11,613

Change+121 (+1%)

Value$205.9K (-$1.8K)

Filed 2026-10-19

Sterling Investment Counsel, LLC

NEW

Shares11,714

Change+11,714

Value$205.6K

Filed 2026-10-19

Total Clarity Wealth Management, Inc.

NEW

Shares11,590

Change+11,590

Value$203.4K

Filed 2026-10-26

Wealth Architects, LLC

NEW

Shares10,917

Change+10,917

Value$191.6K

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares9,816 from 9,816

Change0 (0%)

Value$172.3K (-$3.3K)

Filed 2026-10-27

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares7,027 from 7,027

Change0 (0%)

Value$123.3K (-$2.4K)

Filed 2026-10-07

Triumph Capital Management

UNCHANGED

Shares6,548 from 6,548

Change0 (0%)

Value$114.9K (-$2.2K)

Filed 2026-10-14

Union Bancaire Privee, UBP SA

UNCHANGED

Shares5,973 from 5,973

Change0 (0%)

Value$16.5M (+$6.9K)

Filed 2026-11-04

Blue Trust, Inc.

DECREASED

Shares4,750 from 5,290

Change-540 (-10%)

Value$83.4K (-$11.3K)

Filed 2026-10-15

State of Alaska, Department of Revenue

NEW

Shares3,687

Change+3,687

Value$64

Filed 2026-10-15

Summit Securities Group LLC

NEW

Shares3,402

Change+3,402

Value$59.7K

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$43.9K (-$850)

Filed 2026-11-05

Burk Holdings LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$31.6K (-$612)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares1,685 from 1,685

Change0 (0%)

Value$29.6K (-$573)

Filed 2026-10-20

Trust Co of Vermont

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$24.6K (-$476)

Filed 2026-10-21

Evolution Wealth Management Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$17.6K (-$340)

Filed 2026-10-28

EverSource Wealth Advisors, LLC

DECREASED

Shares860 from 864

Change-4 (0%)

Value$15.1K (-$364)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$14.0K (-$272)

Filed 2026-10-16

Latitude Advisors, LLC

NEW

Shares599

Change+599

Value$10.5K

Filed 2026-10-27

Jacobi Capital Management LLC

NEW

Shares500

Change+500

Value$8.8K

Filed 2026-11-05

Key Capital Management, Inc

DECREASED

Shares361 from 794

Change-433 (-55%)

Value$6.3K (-$7.9K)

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares209 from 209

Change0 (0%)

Value$3.7K (-$71)

Filed 2026-10-21

Signature Equity Partners, LLC

NEW

Shares148

Change+148

Value$2.6K

Filed 2026-10-29

Caitong International Asset Management Co., Ltd

INCREASED

Shares91 from 22

Change+69 (+314%)

Value$1.6K (+$1.2K)

Filed 2026-10-29

Larson Financial Group LLC

INCREASED

Shares26 from 25

Change+1 (+4%)

Value$458 (+$4)

Filed 2026-11-05

TD Private Client Wealth LLC

NEW

Shares0

Change0

Value$0

Filed 2026-10-28

Confluence Investment Management LLC

CLOSED

Shares0 from 48,503

Change-48,503 (-100%)

Value$0 (-$867.7K)

Filed 2026-10-01

PVG Asset Management Corp

CLOSED

Shares0 from 15,275

Change-15,275 (-100%)

Value$0 (-$273.3K)

Filed 2026-10-19

Brighton Jones LLC

CLOSED

Shares0 from 10,130

Change-10,130 (-100%)

Value$0 (-$181.2K)

Filed 2026-11-03

MCF Advisors LLC

CLOSED

Shares0 from 3,331

Change-3,331 (-100%)

Value$0 (-$59.6K)

Filed 2026-10-28

Spire Wealth Management

CLOSED

Shares0 from 684

Change-684 (-100%)

Value$0 (-$12.2K)

Filed 2026-10-30

Citigroup Inc

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$608)

Filed 2026-11-04

Concord Wealth Partners

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$72)

Filed 2026-11-02

Van Eck Associates Corp

N/A

Shares— from 2,153,437

Change-2,153,437 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,844,897

Change-1,844,897 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,490,148

Change-1,490,148 (-100%)

Value—

Melia Wealth LLC

N/A

Shares— from 1,353,898

Change-1,353,898 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 844,773

Change-844,773 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 786,898

Change-786,898 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 764,296

Change-764,296 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 749,576

Change-749,576 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 746,720

Change-746,720 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 744,877

Change-744,877 (-100%)

Value—

Eagle Point Credit Management LLC

N/A

Shares— from 727,439

Change-727,439 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 654,476

Change-654,476 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 635,137

Change-635,137 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 549,260

Change-549,260 (-100%)

Value—

Ares Management LLC

N/A

Shares— from 545,723

Change-545,723 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 426,154

Change-426,154 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 396,449

Change-396,449 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 357,713

Change-357,713 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 357,228

Change-357,228 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 325,167

Change-325,167 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 286,951

Change-286,951 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 234,315

Change-234,315 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 216,977

Change-216,977 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 214,540

Change-214,540 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 207,737

Change-207,737 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 177,820

Change-177,820 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 161,870

Change-161,870 (-100%)

Value—

&partners

N/A

Shares— from 155,535

Change-155,535 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 148,354

Change-148,354 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 146,692

Change-146,692 (-100%)

Value—

Sovereign's Capital Management, LLC

N/A

Shares— from 138,896

Change-138,896 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 115,204

Change-115,204 (-100%)

Value—

State Street Corp

N/A

Shares— from 106,371

Change-106,371 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 104,179

Change-104,179 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 94,899

Change-94,899 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 93,029

Change-93,029 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 78,874

Change-78,874 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 77,075

Change-77,075 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 74,075

Change-74,075 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 71,948

Change-71,948 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 69,247

Change-69,247 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 69,036

Change-69,036 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 68,011

Change-68,011 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 62,638

Change-62,638 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 55,455

Change-55,455 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 54,361

Change-54,361 (-100%)

Value—

Uniting Wealth Partners, LLC

N/A

Shares— from 52,000

Change-52,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 50,884

Change-50,884 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 48,268

Change-48,268 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 47,465

Change-47,465 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 47,077

Change-47,077 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 44,319

Change-44,319 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 38,812

Change-38,812 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 37,624

Change-37,624 (-100%)

Value—

Man Group plc

N/A

Shares— from 33,235

Change-33,235 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 32,030

Change-32,030 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 31,673

Change-31,673 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 30,660

Change-30,660 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 29,672

Change-29,672 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 27,455

Change-27,455 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 27,147

Change-27,147 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 26,623

Change-26,623 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 25,309

Change-25,309 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 24,822

Change-24,822 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 22,251

Change-22,251 (-100%)

Value—

Calydon Capital

N/A

Shares— from 21,098

Change-21,098 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 20,550

Change-20,550 (-100%)

Value—

Black Swift Group, LLC

N/A

Shares— from 20,150

Change-20,150 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 20,058

Change-20,058 (-100%)

Value—

Birchview Capital, LP

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 19,458

Change-19,458 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 19,445

Change-19,445 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 17,847

Change-17,847 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 17,673

Change-17,673 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 17,463

Change-17,463 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 17,173

Change-17,173 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 17,129

Change-17,129 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 16,342

Change-16,342 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 14,922

Change-14,922 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 14,443

Change-14,443 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 13,741

Change-13,741 (-100%)

Value—

BRC Group Holdings, Inc.

N/A

Shares— from 13,453

Change-13,453 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,540

Change-12,540 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 12,516

Change-12,516 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 12,426

Change-12,426 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,126

Change-12,126 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

R Squared Ltd

N/A

Shares— from 11,707

Change-11,707 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 11,014

Change-11,014 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 10,691

Change-10,691 (-100%)

Value—

Eight 31 Financial, LLC

N/A

Shares— from 10,558

Change-10,558 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 8,826

Change-8,826 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 8,774

Change-8,774 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,951

Change-4,951 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,399

Change-4,399 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,439

Change-3,439 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 2,172

Change-2,172 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 2,073

Change-2,073 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 1,610

Change-1,610 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,198

Change-1,198 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 1,070

Change-1,070 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 924

Change-924 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 750

Change-750 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 639

Change-639 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 500

Change-500 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 423

Change-423 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 315

Change-315 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 120

Change-120 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 76

Change-76 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 43

Change-43 (-100%)

Value—

Quarry LP

N/A

Shares— from 37

Change-37 (-100%)

Value—

Barclays PLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Sound Income Strategies, LLC	DECREASED	1,131,116	1,269,744	-138,628	-11%	$22.7M	$19.4M	-$3.3M	2026-10-09
Hennion & Walsh Asset Management, Inc.	DECREASED	297,707	346,192	-48,485	-14%	$6.2M	$5.2M	-$968.6K	2026-10-13
SMH Capital Advisors Inc	INCREASED	171,820	170,293	+1,527	+1%	$3.0M	$3.0M	-$31.1K	2026-10-29
Independent Financial Group, LLC	INCREASED	125,614	113,135	+12,479	+11%	$2.0M	$2.2M	+$180.5K	2026-10-13
Legacy Capital Wealth Partners, LLC	INCREASED	112,790	107,991	+4,799	+4%	$1.9M	$2.0M	+$47.5K	2026-10-21
Chicago Partners Investment Group LLC	INCREASED	97,614	84,459	+13,155	+16%	$1.5M	$1.6M	+$120.4K	2026-10-27
Commonwealth Equity Services, LLC	DECREASED	93,820	102,121	-8,301	-8%	$1.8M	$1.6M	-$180.4K	2026-11-02
AWM Capital, LLC	INCREASED	90,352	85,694	+4,658	+5%	$1.5M	$1.6M	+$52.6K	2026-10-16
Catalyst Capital Advisors LLC	UNCHANGED	70,337	70,337	0	0%	$1.3M	$1.2M	-$23.9K	2026-11-02
GEN Financial Management, Inc.	INCREASED	53,795	42,645	+11,150	+26%	$762.9K	$944.1K	+$181.2K	2026-10-13
Kestra Advisory Services, LLC	DECREASED	53,460	54,305	-845	-2%	$971.5K	$938.2K	-$33.3K	2026-11-02
Oppenheimer & Co Inc	INCREASED	48,702	47,081	+1,621	+3%	$842.3K	$854.7K	+$12.4K	2026-10-26
Cornerstone Wealth Management, LLC	INCREASED	45,676	43,330	+2,346	+5%	$775.2K	$801.6K	+$26.4K	2026-11-04
Closed-End Fund Advisors, Inc.	DECREASED	44,124	47,259	-3,135	-7%	$845.5K	$774.4K	-$71.1K	2026-11-04
Canton Hathaway, LLC	UNCHANGED	43,955	43,955	0	0%	$786.4K	$771.4K	-$14.9K	2026-10-23
First Financial Bank - Trust Division	UNCHANGED	42,623	42,623	0	0%	$762.5K	$748.0K	-$14.5K	2026-10-01
D.A. Davidson & Co.	INCREASED	42,517	42,083	+434	+1%	$752.9K	$746.2K	-$6.7K	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	40,182	38,052	+2,130	+6%	$681.0K	$705	-$680.3K	2026-11-02
Forum Financial Management, LP	UNCHANGED	40,000	40,000	0	0%	$715.6K	$702.0K	-$13.6K	2026-10-16
Bison Wealth, LLC	UNCHANGED	37,438	37,438	0	0%	$660.0K	$639.1K	-$21.0K	2026-10-13
Eagle Global Advisors LLC	UNCHANGED	30,020	30,020	0	0%	$537.1K	$526.9K	-$10.2K	2026-11-02
Moody National Bank Trust Division	UNCHANGED	20,564	20,564	0	0%	$367.9K	$360.9K	-$7.0K	2026-10-06
PFG Advisors	NEW	20,233	—	+20,233	—	—	$355.1K	—	2026-10-16
Values First Advisors, Inc.	INCREASED	18,790	18,596	+194	+1%	$332.7K	$329.8K	-$2.9K	2026-10-23
Angeles Wealth Management, LLC	UNCHANGED	18,553	18,553	0	0%	$331.9K	$325.6K	-$6.3K	2026-10-26
Sweeney & Michel, LLC	DECREASED	18,002	18,104	-102	-1%	$326.8K	$315.9K	-$10.8K	2026-10-16
Kingstone Capital Partners Texas, LLC	NEW	16,204	—	+16,204	—	—	$284.4K	—	2026-11-03
MacKenzie Financial Corp	DECREASED	15,827	15,921	-94	-1%	$284.8K	$277.8K	-$7.1K	2026-11-02
International Assets Investment Management, LLC	INCREASED	14,236	8,814	+5,422	+62%	$157.8K	$249.8K	+$92.1K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	14,076	12,976	+1,100	+8%	$232.1K	$247.0K	+$14.9K	2026-10-08
Brookstone Capital Management	INCREASED	13,428	11,595	+1,833	+16%	$207.4K	$235.7K	+$28.2K	2026-10-22
Accel Wealth Management	INCREASED	13,286	13,251	+35	+0%	$237.1K	$233.2K	-$3.9K	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	12,365	12,158	+207	+2%	$214.0K	$212.2K	-$1.8K	2026-10-13
Alkeme Wealth, LLC	INCREASED	12,280	11,938	+342	+3%	$213.6K	$215.5K	+$1.9K	2026-10-08
Creative Planning	NEW	12,137	—	+12,137	—	—	$213.0K	—	2026-11-02
Visionary Wealth Advisors	INCREASED	11,771	11,448	+323	+3%	$204.8K	$206.6K	+$1.8K	2026-11-04
Elevatus Welath Management	INCREASED	11,734	11,613	+121	+1%	$207.8K	$205.9K	-$1.8K	2026-10-19
Sterling Investment Counsel, LLC	NEW	11,714	—	+11,714	—	—	$205.6K	—	2026-10-19
Total Clarity Wealth Management, Inc.	NEW	11,590	—	+11,590	—	—	$203.4K	—	2026-10-26
Wealth Architects, LLC	NEW	10,917	—	+10,917	—	—	$191.6K	—	2026-11-03
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	9,816	9,816	0	0%	$175.6K	$172.3K	-$3.3K	2026-10-27
Wealth Enhancement Trust Services, Inc.	UNCHANGED	7,027	7,027	0	0%	$125.7K	$123.3K	-$2.4K	2026-10-07
Triumph Capital Management	UNCHANGED	6,548	6,548	0	0%	$117.1K	$114.9K	-$2.2K	2026-10-14
Union Bancaire Privee, UBP SA	UNCHANGED	5,973	5,973	0	0%	$16.5M	$16.5M	+$6.9K	2026-11-04
Blue Trust, Inc.	DECREASED	4,750	5,290	-540	-10%	$94.6K	$83.4K	-$11.3K	2026-10-15
State of Alaska, Department of Revenue	NEW	3,687	—	+3,687	—	—	$64	—	2026-10-15
Summit Securities Group LLC	NEW	3,402	—	+3,402	—	—	$59.7K	—	2026-11-05
Fifth Third Bancorp	UNCHANGED	2,500	2,500	0	0%	$44.7K	$43.9K	-$850	2026-11-05
Burk Holdings LLC	UNCHANGED	1,800	1,800	0	0%	$32.2K	$31.6K	-$612	2026-11-05
Private Trust Co NA	UNCHANGED	1,685	1,685	0	0%	$30.1K	$29.6K	-$573	2026-10-20
Trust Co of Vermont	UNCHANGED	1,400	1,400	0	0%	$25.0K	$24.6K	-$476	2026-10-21
Evolution Wealth Management Inc.	UNCHANGED	1,000	1,000	0	0%	$17.9K	$17.6K	-$340	2026-10-28
EverSource Wealth Advisors, LLC	DECREASED	860	864	-4	0%	$15.5K	$15.1K	-$364	2026-11-04
IFP Advisors, Inc	UNCHANGED	800	800	0	0%	$14.3K	$14.0K	-$272	2026-10-16
Latitude Advisors, LLC	NEW	599	—	+599	—	—	$10.5K	—	2026-10-27
Jacobi Capital Management LLC	NEW	500	—	+500	—	—	$8.8K	—	2026-11-05
Key Capital Management, Inc	DECREASED	361	794	-433	-55%	$14.2K	$6.3K	-$7.9K	2026-11-03
Assetmark, Inc	UNCHANGED	209	209	0	0%	$3.7K	$3.7K	-$71	2026-10-21
Signature Equity Partners, LLC	NEW	148	—	+148	—	—	$2.6K	—	2026-10-29
Caitong International Asset Management Co., Ltd	INCREASED	91	22	+69	+314%	$394	$1.6K	+$1.2K	2026-10-29
Larson Financial Group LLC	INCREASED	26	25	+1	+4%	$454	$458	+$4	2026-11-05
TD Private Client Wealth LLC	NEW	0	—	0	—	—	$0	—	2026-10-28
Confluence Investment Management LLC	CLOSED	0	48,503	-48,503	-100%	$867.7K	$0	-$867.7K	2026-10-01
PVG Asset Management Corp	CLOSED	0	15,275	-15,275	-100%	$273.3K	$0	-$273.3K	2026-10-19
Brighton Jones LLC	CLOSED	0	10,130	-10,130	-100%	$181.2K	$0	-$181.2K	2026-11-03
MCF Advisors LLC	CLOSED	0	3,331	-3,331	-100%	$59.6K	$0	-$59.6K	2026-10-28
Spire Wealth Management	CLOSED	0	684	-684	-100%	$12.2K	$0	-$12.2K	2026-10-30
Citigroup Inc	CLOSED	0	34	-34	-100%	$608	$0	-$608	2026-11-04
Concord Wealth Partners	CLOSED	0	4	-4	-100%	$72	$0	-$72	2026-11-02
Van Eck Associates Corp	N/A	—	2,153,437	-2,153,437	-100%	$38.5M	—	—	—
Two Sigma Investments, LP	N/A	—	1,844,897	-1,844,897	-100%	$33.0M	—	—	—
UBS Group AG	N/A	—	1,490,148	-1,490,148	-100%	$26.7M	—	—	—
Melia Wealth LLC	N/A	—	1,353,898	-1,353,898	-100%	$24.2M	—	—	—
Marshall Wace, LLP	N/A	—	844,773	-844,773	-100%	$15.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	786,898	-786,898	-100%	$14.1M	—	—	—
Morgan Stanley	N/A	—	764,296	-764,296	-100%	$13.7M	—	—	—
Franklin Resources Inc	N/A	—	749,576	-749,576	-100%	$13.4M	—	—	—
Invesco Ltd.	N/A	—	746,720	-746,720	-100%	$13.4M	—	—	—
Emerald Advisers, LLC	N/A	—	744,877	-744,877	-100%	$13.3M	—	—	—
Eagle Point Credit Management LLC	N/A	—	727,439	-727,439	-100%	$13.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	654,476	-654,476	-100%	$11.7M	—	—	—
HRT Financial LP	N/A	—	635,137	-635,137	-100%	$11.4M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	549,260	-549,260	-100%	$9.8M	—	—	—
Ares Management LLC	N/A	—	545,723	-545,723	-100%	$9.8M	—	—	—
LPL Financial LLC	N/A	—	426,154	-426,154	-100%	$7.6M	—	—	—
Stifel Financial Corp	N/A	—	396,449	-396,449	-100%	$7.1M	—	—	—
Ameriprise Financial Inc	N/A	—	357,713	-357,713	-100%	$6.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	357,228	-357,228	-100%	$6.4M	—	—	—
Kennedy Capital Management LLC	N/A	—	325,167	-325,167	-100%	$5.8M	—	—	—
BlackRock, Inc.	N/A	—	286,951	-286,951	-100%	$5.1M	—	—	—
Citadel Advisors LLC	N/A	—	234,315	-234,315	-100%	$4.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	216,977	-216,977	-100%	$3.9M	—	—	—
Faithward Advisors, LLC	N/A	—	214,540	-214,540	-100%	$3.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	207,737	-207,737	-100%	$3.7M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	177,820	-177,820	-100%	$3.2M	—	—	—
Naviter Wealth, LLC	N/A	—	161,870	-161,870	-100%	$2.9M	—	—	—
&partners	N/A	—	155,535	-155,535	-100%	$2.8M	—	—	—
Raymond James Financial Inc	N/A	—	148,354	-148,354	-100%	$2.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	146,692	-146,692	-100%	$2.6M	—	—	—
Sovereign's Capital Management, LLC	N/A	—	138,896	-138,896	-100%	$2.5M	—	—	—
XTX Topco Ltd	N/A	—	115,204	-115,204	-100%	$2.1M	—	—	—
State Street Corp	N/A	—	106,371	-106,371	-100%	$1.9M	—	—	—
Mutual Advisors, LLC	N/A	—	104,179	-104,179	-100%	$1.9M	—	—	—
Wells Fargo & Company	N/A	—	94,899	-94,899	-100%	$1.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	93,029	-93,029	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	78,874	-78,874	-100%	$1.4M	—	—	—
Denali Advisors LLC	N/A	—	77,075	-77,075	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	74,075	-74,075	-100%	$1.3M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	71,948	-71,948	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	69,247	-69,247	-100%	$1.2M	—	—	—
Millennium Management LLC	N/A	—	69,036	-69,036	-100%	$1.2M	—	—	—
Balyasny Asset Management L.P.	N/A	—	68,011	-68,011	-100%	$1.2M	—	—	—
GSA Capital Partners LLP	N/A	—	62,638	-62,638	-100%	$1.1M	—	—	—
Gotham Asset Management, LLC	N/A	—	55,455	-55,455	-100%	$992.1K	—	—	—
Quantbot Technologies LP	N/A	—	54,361	-54,361	-100%	$972.5K	—	—	—
Uniting Wealth Partners, LLC	N/A	—	52,000	-52,000	-100%	$930.3K	—	—	—
Royal Bank of Canada	N/A	—	50,884	-50,884	-100%	$911.0K	—	—	—
Bramshill Investments, LLC	N/A	—	48,268	-48,268	-100%	$863.5K	—	—	—
Guggenheim Capital LLC	N/A	—	47,465	-47,465	-100%	$849.1K	—	—	—
EntryPoint Capital, LLC	N/A	—	47,077	-47,077	-100%	$842.2K	—	—	—
Kovack Advisors, Inc.	N/A	—	44,319	-44,319	-100%	$792.9K	—	—	—
Centiva Capital, LP	N/A	—	38,812	-38,812	-100%	$694.3K	—	—	—
MML Investors Services, LLC	N/A	—	37,624	-37,624	-100%	$673.1K	—	—	—
Man Group plc	N/A	—	33,235	-33,235	-100%	$594.6K	—	—	—
Graham Capital Management, L.P.	N/A	—	32,030	-32,030	-100%	$573.0K	—	—	—
Vident Advisory, LLC	N/A	—	31,673	-31,673	-100%	$566.6K	—	—	—
Private Advisor Group, LLC	N/A	—	30,660	-30,660	-100%	$548.5K	—	—	—
SEI Investments Co	N/A	—	29,672	-29,672	-100%	$530.8K	—	—	—
Bank of America Corp	N/A	—	27,455	-27,455	-100%	$491.2K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	27,147	-27,147	-100%	$485.7K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	26,623	-26,623	-100%	$476.3K	—	—	—
First Commonwealth Financial Corp	N/A	—	25,309	-25,309	-100%	$452.8K	—	—	—
Arax Advisory Partners	N/A	—	24,822	-24,822	-100%	$444.1K	—	—	—
Virtu Financial LLC	N/A	—	22,251	-22,251	-100%	$398.0K	—	—	—
Calydon Capital	N/A	—	21,098	-21,098	-100%	$377.4K	—	—	—
Tidal Investments LLC	N/A	—	20,550	-20,550	-100%	$367.6K	—	—	—
Black Swift Group, LLC	N/A	—	20,150	-20,150	-100%	$360.5K	—	—	—
DRW Securities, LLC	N/A	—	20,058	-20,058	-100%	$358.8K	—	—	—
Birchview Capital, LP	N/A	—	20,000	-20,000	-100%	$357.8K	—	—	—
HighTower Advisors, LLC	N/A	—	19,458	-19,458	-100%	$348.1K	—	—	—
MAI Capital Management	N/A	—	19,445	-19,445	-100%	$347.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	17,847	-17,847	-100%	$319.3K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	17,673	-17,673	-100%	$316.2K	—	—	—
Cresset Asset Management, LLC	N/A	—	17,463	-17,463	-100%	$312.4K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	17,173	-17,173	-100%	$307.0K	—	—	—
PFG Investments, LLC	N/A	—	17,129	-17,129	-100%	$306.4K	—	—	—
Squarepoint Ops LLC	N/A	—	16,342	-16,342	-100%	$292.4K	—	—	—
Advisory Services Network, LLC	N/A	—	14,922	-14,922	-100%	$267.0K	—	—	—
Geode Capital Management, LLC	N/A	—	14,443	-14,443	-100%	$258.4K	—	—	—
SG Americas Securities, LLC	N/A	—	13,741	-13,741	-100%	$246.0K	—	—	—
BRC Group Holdings, Inc.	N/A	—	13,453	-13,453	-100%	$240.7K	—	—	—
Focus Partners Wealth	N/A	—	12,540	-12,540	-100%	$224.3K	—	—	—
Brevan Howard Capital Management LP	N/A	—	12,516	-12,516	-100%	$223.9K	—	—	—
Keel Point, LLC	N/A	—	12,426	-12,426	-100%	$222.3K	—	—	—
Mariner, LLC	N/A	—	12,126	-12,126	-100%	$216.9K	—	—	—
M&T Bank Corp	N/A	—	12,000	-12,000	-100%	$214.7K	—	—	—
R Squared Ltd	N/A	—	11,707	-11,707	-100%	$209.4K	—	—	—
Quantinno Capital Management LP	N/A	—	11,014	-11,014	-100%	$197.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	10,691	-10,691	-100%	$191.3K	—	—	—
Eight 31 Financial, LLC	N/A	—	10,558	-10,558	-100%	$188.9K	—	—	—
Allworth Financial LP	N/A	—	8,826	-8,826	-100%	$157.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	8,774	-8,774	-100%	$157.0K	—	—	—
JPMorgan Chase & Co	N/A	—	4,951	-4,951	-100%	$87.8K	—	—	—
IFG Advisory, LLC	N/A	—	4,399	-4,399	-100%	$78.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,439	-3,439	-100%	$61.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,000	-3,000	-100%	$53.7K	—	—	—
Nomura Asset Management Co LTD	N/A	—	2,172	-2,172	-100%	$38.9K	—	—	—
Group One Trading LLC	N/A	—	2,073	-2,073	-100%	$37.1K	—	—	—
Heritage Wealth Advisors	N/A	—	1,610	-1,610	-100%	$28.8K	—	—	—
BFC Planning, Inc.	N/A	—	1,198	-1,198	-100%	$21.4K	—	—	—
Truvestments Capital LLC	N/A	—	1,070	-1,070	-100%	$19.1K	—	—	—
Purpose Unlimited Inc.	N/A	—	924	-924	-100%	$16.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	750	-750	-100%	$13.4K	—	—	—
Osbon Capital Management LLC	N/A	—	639	-639	-100%	$11.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	500	-500	-100%	$8.9K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	423	-423	-100%	$7.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	315	-315	-100%	$5.4K	—	—	—
Russell Investments Group, Ltd.	N/A	—	120	-120	-100%	$2.1K	—	—	—
Harbour Investments, Inc.	N/A	—	100	-100	-100%	$1.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	76	-76	-100%	$1.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	43	-43	-100%	$1	—	—	—
Quarry LP	N/A	—	37	-37	-100%	$662	—	—	—
Barclays PLC	N/A	—	2	-2	-100%	$36	—	—	—

Showing 183 of 183 institutions