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USA Compression Partners LP (USAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
INCREASED
Shares21,084,981 from 18,253,585
Change+2,831,396 (+16%)
Value$524.4M (+$42.7M)
Filed 2026-11-03
Natixis
DECREASED
Shares282,300 from 405,800
Change-123,500 (-30%)
Value$7.0M (-$3.7M)
Filed 2026-11-06
Chickasaw Capital Management LLC
INCREASED
Shares172,000 from 162,000
Change+10,000 (+6%)
Value$4.3M (+$4.3M)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares169,416 from 145,258
Change+24,158 (+17%)
Value$4.2M (+$380.0K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares115,530 from 115,530
Change0 (0%)
Value$2.9M (-$175.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares103,810 from 98,647
Change+5,163 (+5%)
Value$2.6M (-$21.5K)
Filed 2026-10-16
Truist Financial Corp
UNCHANGED
Shares101,205 from 101,205
Change0 (0%)
Value$2.5M (-$153.8K)
Filed 2026-10-30
CFM Wealth Partners LLC
UNCHANGED
Shares92,125 from 92,125
Change0 (0%)
Value$2.3M (-$140.0K)
Filed 2026-11-05
Mallini Complete Financial Planning LLC
DECREASED
Shares92,060 from 95,530
Change-3,470 (-4%)
Value$2.3M (-$231.5K)
Filed 2026-10-06
Exchange Traded Concepts, LLC
INCREASED
Shares82,473 from 75,510
Change+6,963 (+9%)
Value$2.1M (+$58.4K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares67,356 from 61,018
Change+6,338 (+10%)
Value$1.7K (-$1.6M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares63,628 from 55,474
Change+8,154 (+15%)
Value$1.6M (+$118.5K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares54,088 from 53,144
Change+944 (+2%)
Value$1.4M (-$74.7K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares53,576 from 36,682
Change+16,894 (+46%)
Value$1.3M (+$364.4K)
Filed 2026-11-04
Stockman Wealth Management, Inc.
UNCHANGED
Shares45,001 from 45,001
Change0 (0%)
Value$1.1M (-$68.4K)
Filed 2026-10-27
Penbrook Management LLC
UNCHANGED
Shares41,038 from 41,038
Change0 (0%)
Value$1.0M (-$62.4K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares35,844 from 36,407
Change-563 (-2%)
Value$891.5K (-$69.3K)
Filed 2026-10-28
Ellsworth Advisors, LLC
INCREASED
Shares32,335 from 31,705
Change+630 (+2%)
Value$804.2K (-$39.2K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
DECREASED
Shares24,445 from 29,645
Change-5,200 (-18%)
Value$607.9K (-$174.4K)
Filed 2026-10-21
Alessandra Capital Management, LLC
UNCHANGED
Shares23,850 from 23,850
Change0 (0%)
Value$593.2K (-$36.3K)
Filed 2026-10-30
Jefferies Financial Group Inc.
NEW
Shares21,280
Change+21,280
Value$529.2K
Filed 2026-11-05
WMG Financial Advisors, LLC
UNCHANGED
Shares20,124 from 20,124
Change0 (0%)
Value$531.1K ($0)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares18,277 from 16,023
Change+2,254 (+14%)
Value$454.5K (+$31.7K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares17,350 from 17,000
Change+350 (+2%)
Value$431.5K (-$17.1K)
Filed 2026-11-04
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED
Shares16,548 from 16,548
Change0 (0%)
Value$411.5K (-$25.2K)
Filed 2026-10-28
Ulland Investment Advisors, LLC
INCREASED
Shares15,000 from 13,000
Change+2,000 (+15%)
Value$373 (+$30)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares14,495 from 14,095
Change+400 (+3%)
Value$360.5K (-$11.5K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares13,013 from 13,436
Change-423 (-3%)
Value$323.6K (-$31.0K)
Filed 2026-11-02
Directional Asset Management
INCREASED
Shares12,300 from 10,100
Change+2,200 (+22%)
Value$305.9K (+$39.4K)
Filed 2026-10-22
Spring Capital Management, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$298.4K (-$18.2K)
Filed 2026-10-09
HUB Investment Partners, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$298.4K (-$18.2K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares11,971 from 11,947
Change+24 (+0%)
Value$297.7K (-$17.5K)
Filed 2026-11-06
Confluence Wealth Services, Inc.
DECREASED
Shares11,250 from 20,349
Change-9,099 (-45%)
Value$279.8K (-$257.2K)
Filed 2026-11-05
Seelaus Asset Management LLC
UNCHANGED
Shares10,778 from 10,778
Change0 (0%)
Value$268.0K (-$16.4K)
Filed 2026-10-14
Abel Hall, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$248.7K (-$15.2K)
Filed 2026-10-19
Arista Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$248.7K (-$15.2K)
Filed 2026-10-29
Arrow Investment Advisors, LLC
INCREASED
Shares9,337 from 7,749
Change+1,588 (+20%)
Value$232.2K (+$27.7K)
Filed 2026-11-02
TSA Wealth Managment LLC
UNCHANGED
Shares8,689 from 8,689
Change0 (0%)
Value$216.1K (-$13.2K)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares8,350 from 8,183
Change+167 (+2%)
Value$207.7K (-$8.3K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares5,359 from 5,359
Change0 (0%)
Value$133.2K (-$8.1K)
Filed 2026-10-15
Spirit of America Management Corp
UNCHANGED
Shares5,284 from 5,284
Change0 (0%)
Value$131.4K (-$8.0K)
Filed 2026-10-14
Barclays PLC
INCREASED
Shares4,969 from 542
Change+4,427 (+817%)
Value$123.6K (+$109.3K)
Filed 2026-11-06
Summit Securities Group LLC
DECREASED
Shares4,000 from 9,000
Change-5,000 (-56%)
Value$99.5K (-$138.0K)
Filed 2026-11-05
First Premier Bank
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$99 (-$7)
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares3,956 from 3,878
Change+78 (+2%)
Value$98.4K (-$4.0K)
Filed 2026-10-29
First Bancorp, Inc
DECREASED
Shares2,212 from 4,425
Change-2,213 (-50%)
Value$55.0K (-$61.8K)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$49.7K (-$3.0K)
Filed 2026-11-03
Walnut Private Equity Partners, LLC
UNCHANGED
Shares1,756 from 1,756
Change0 (0%)
Value$43.7K (-$2.7K)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$36.3K ($0)
Filed 2026-11-06
Security National Bank
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$26.8K (-$1.6K)
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares758 from 628
Change+130 (+21%)
Value$18.9K (+$2.3K)
Filed 2026-11-06
Private Trust Co NA
NEW
Shares750
Change+750
Value$18.7K
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$16.9K (-$1.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares616 from 614
Change+2 (+0%)
Value$15.3K (-$870)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$12.2K (-$743)
Filed 2026-10-27
US Bancorp \de\
NEW
Shares451
Change+451
Value$11.2K
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$7.9K (-$482)
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.0K (-$304)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$647 (-$39)
Filed 2026-10-21
Legacy Financial Strategies, LLC
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$422.2K)
Filed 2026-10-15
MGO One Seven LLC
CLOSED
Shares0 from 14,142
Change-14,142 (-100%)
Value$0 (-$373.2K)
Filed 2026-10-28
Advisory Advocates, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$211.1K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 7,182
Change-7,182 (-100%)
Value$0 (-$189.5K)
Filed 2026-11-04
State of Wyoming
CLOSED
Shares0 from 4,961
Change-4,961 (-100%)
Value$0 (-$130.9K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$13.7K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-16
Invesco Ltd.
N/A
Shares— from 12,214,825
Change-12,214,825 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 6,194,105
Change-6,194,105 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,951,102
Change-3,951,102 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,835,850
Change-2,835,850 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,608,820
Change-2,608,820 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 665,734
Change-665,734 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 591,630
Change-591,630 (-100%)
Value—
UBS Group AG
N/A
Shares— from 478,790
Change-478,790 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 348,839
Change-348,839 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 345,361
Change-345,361 (-100%)
Value—
ING Groep NV
N/A
Shares— from 338,600
Change-338,600 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 250,946
Change-250,946 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 239,710
Change-239,710 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 233,752
Change-233,752 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 204,496
Change-204,496 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 203,500
Change-203,500 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 203,454
Change-203,454 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 183,250
Change-183,250 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 175,141
Change-175,141 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 127,677
Change-127,677 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 127,055
Change-127,055 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 102,892
Change-102,892 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 76,693
Change-76,693 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 68,864
Change-68,864 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 63,605
Change-63,605 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 52,625
Change-52,625 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 47,573
Change-47,573 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 38,968
Change-38,968 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 35,150
Change-35,150 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 30,837
Change-30,837 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 30,607
Change-30,607 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 27,078
Change-27,078 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 23,450
Change-23,450 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,110
Change-23,110 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,240
Change-20,240 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 19,990
Change-19,990 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,117
Change-19,117 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,639
Change-18,639 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 17,951
Change-17,951 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,031
Change-17,031 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 14,551
Change-14,551 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 11,231
Change-11,231 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 11,211
Change-11,211 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,496
Change-10,496 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,304
Change-10,304 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 9,940
Change-9,940 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 9,253
Change-9,253 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,834
Change-8,834 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 7,877
Change-7,877 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 7,594
Change-7,594 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 166
Change-166 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
EIG Asset Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Alps Advisors Inc
INCREASED21,084,98118,253,585+2,831,396+16%$481.7M$524.4M+$42.7M2026-11-03
Natixis
DECREASED282,300405,800-123,500-30%$10.7M$7.0M-$3.7M2026-11-06
Chickasaw Capital Management LLC
INCREASED172,000162,000+10,000+6%$4.3K$4.3M+$4.3M2026-10-08
LPL Financial LLC
INCREASED169,416145,258+24,158+17%$3.8M$4.2M+$380.0K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED115,530115,53000%$3.0M$2.9M-$175.6K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED103,81098,647+5,163+5%$2.6M$2.6M-$21.5K2026-10-16
Truist Financial Corp
UNCHANGED101,205101,20500%$2.7M$2.5M-$153.8K2026-10-30
CFM Wealth Partners LLC
UNCHANGED92,12592,12500%$2.4M$2.3M-$140.0K2026-11-05
Mallini Complete Financial Planning LLC
DECREASED92,06095,530-3,470-4%$2.5M$2.3M-$231.5K2026-10-06
Exchange Traded Concepts, LLC
INCREASED82,47375,510+6,963+9%$2.0M$2.1M+$58.4K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED67,35661,018+6,338+10%$1.6M$1.7K-$1.6M2026-11-02
Kestra Advisory Services, LLC
INCREASED63,62855,474+8,154+15%$1.5M$1.6M+$118.5K2026-11-02
Chicago Partners Investment Group LLC
INCREASED54,08853,144+944+2%$1.4M$1.4M-$74.7K2026-10-27
Citigroup Inc
INCREASED53,57636,682+16,894+46%$968.0K$1.3M+$364.4K2026-11-04
Stockman Wealth Management, Inc.
UNCHANGED45,00145,00100%$1.2M$1.1M-$68.4K2026-10-27
Penbrook Management LLC
UNCHANGED41,03841,03800%$1.1M$1.0M-$62.4K2026-10-16
D.A. Davidson & Co.
DECREASED35,84436,407-563-2%$960.8K$891.5K-$69.3K2026-10-28
Ellsworth Advisors, LLC
INCREASED32,33531,705+630+2%$843.4K$804.2K-$39.2K2026-10-15
SeaCrest Wealth Management, LLC
DECREASED24,44529,645-5,200-18%$782.3K$607.9K-$174.4K2026-10-21
Alessandra Capital Management, LLC
UNCHANGED23,85023,85000%$629.4K$593.2K-$36.3K2026-10-30
Jefferies Financial Group Inc.
NEW21,280—+21,280——$529.2K—2026-11-05
WMG Financial Advisors, LLC
UNCHANGED20,12420,12400%$531.1K$531.1K$02026-10-28
Bank of New York Mellon Corp
INCREASED18,27716,023+2,254+14%$422.8K$454.5K+$31.7K2026-11-05
AlphaCore Capital LLC
INCREASED17,35017,000+350+2%$448.6K$431.5K-$17.1K2026-11-04
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED16,54816,54800%$436.7K$411.5K-$25.2K2026-10-28
Ulland Investment Advisors, LLC
INCREASED15,00013,000+2,000+15%$343$373+$302026-10-13
Whalen Wealth Management Inc.
INCREASED14,49514,095+400+3%$372.0K$360.5K-$11.5K2026-10-08
Commonwealth Equity Services, LLC
DECREASED13,01313,436-423-3%$354.6K$323.6K-$31.0K2026-11-02
Directional Asset Management
INCREASED12,30010,100+2,200+22%$266.5K$305.9K+$39.4K2026-10-22
Spring Capital Management, LLC
UNCHANGED12,00012,00000%$316.7K$298.4K-$18.2K2026-10-09
HUB Investment Partners, LLC
UNCHANGED12,00012,00000%$316.7K$298.4K-$18.2K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED11,97111,947+24+0%$315.3K$297.7K-$17.5K2026-11-06
Confluence Wealth Services, Inc.
DECREASED11,25020,349-9,099-45%$537.0K$279.8K-$257.2K2026-11-05
Seelaus Asset Management LLC
UNCHANGED10,77810,77800%$284.4K$268.0K-$16.4K2026-10-14
Abel Hall, LLC
UNCHANGED10,00010,00000%$263.9K$248.7K-$15.2K2026-10-19
Arista Wealth Management, LLC
UNCHANGED10,00010,00000%$263.9K$248.7K-$15.2K2026-10-29
Arrow Investment Advisors, LLC
INCREASED9,3377,749+1,588+20%$204.5K$232.2K+$27.7K2026-11-02
TSA Wealth Managment LLC
UNCHANGED8,6898,68900%$229.3K$216.1K-$13.2K2026-10-22
Evergreen Capital Management LLC
INCREASED8,3508,183+167+2%$215.9K$207.7K-$8.3K2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED5,3595,35900%$141.4K$133.2K-$8.1K2026-10-15
Spirit of America Management Corp
UNCHANGED5,2845,28400%$139.4K$131.4K-$8.0K2026-10-14
Barclays PLC
INCREASED4,969542+4,427+817%$14.3K$123.6K+$109.3K2026-11-06
Summit Securities Group LLC
DECREASED4,0009,000-5,000-56%$237.5K$99.5K-$138.0K2026-11-05
First Premier Bank
UNCHANGED4,0004,00000%$106$99-$72026-10-13
MV Capital Management, Inc.
INCREASED3,9563,878+78+2%$102.3K$98.4K-$4.0K2026-10-29
First Bancorp, Inc
DECREASED2,2124,425-2,213-50%$116.8K$55.0K-$61.8K2026-10-26
Jnba Financial Advisors
UNCHANGED2,0002,00000%$52.8K$49.7K-$3.0K2026-11-03
Walnut Private Equity Partners, LLC
UNCHANGED1,7561,75600%$46.3K$43.7K-$2.7K2026-10-14
Allworth Financial LP
UNCHANGED1,3751,37500%$36.3K$36.3K$02026-11-06
Security National Bank
UNCHANGED1,0791,07900%$28.5K$26.8K-$1.6K2026-10-26
Russell Investments Group, Ltd.
INCREASED758628+130+21%$16.6K$18.9K+$2.3K2026-11-06
Private Trust Co NA
NEW750—+750——$18.7K—2026-10-20
Fifth Third Bancorp
UNCHANGED68068000%$17.9K$16.9K-$1.0K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED616614+2+0%$16.2K$15.3K-$8702026-11-04
Parkside Financial Bank & Trust
UNCHANGED48948900%$12.9K$12.2K-$7432026-10-27
US Bancorp \de\
NEW451—+451——$11.2K—2026-11-05
Archer Investment Corp
UNCHANGED31731700%$8.4K$7.9K-$4822026-11-05
Avion Wealth
UNCHANGED25025000%$6$6$02026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED20020000%$5.3K$5.0K-$3042026-11-06
Assetmark, Inc
UNCHANGED262600%$686$647-$392026-10-21
Legacy Financial Strategies, LLC
CLOSED016,000-16,000-100%$422.2K$0-$422.2K2026-10-15
MGO One Seven LLC
CLOSED014,142-14,142-100%$373.2K$0-$373.2K2026-10-28
Advisory Advocates, LLC
CLOSED08,000-8,000-100%$211.1K$0-$211.1K2026-11-05
Simplex Trading, LLC
CLOSED07,182-7,182-100%$189.5K$0-$189.5K2026-11-04
State of Wyoming
CLOSED04,961-4,961-100%$130.9K$0-$130.9K2026-10-28
Institute for Wealth Management, Llc.
CLOSED0519-519-100%$13.7K$0-$13.7K2026-11-06
Cornerstone Planning Group LLC
CLOSED050-50-100%$1.3K$0-$1.3K2026-10-16
Invesco Ltd.
N/A—12,214,825-12,214,825-100%$322.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—6,194,105-6,194,105-100%$163.5M———
Goldman Sachs Group Inc
N/A—3,951,102-3,951,102-100%$104.3M———
Morgan Stanley
N/A—2,835,850-2,835,850-100%$74.8M———
JPMorgan Chase & Co
N/A—2,608,820-2,608,820-100%$67.9M———
Blackstone Inc.
N/A—665,734-665,734-100%$17.6M———
Raymond James Financial Inc
N/A—591,630-591,630-100%$15.6M———
UBS Group AG
N/A—478,790-478,790-100%$12.6M———
Citadel Advisors LLC
N/A—348,839-348,839-100%$9.2M———
Infrastructure Capital Advisors, LLC
N/A—345,361-345,361-100%$9.1M———
ING Groep NV
N/A—338,600-338,600-100%$8.9M———
Kayne Anderson Capital Advisors LP
N/A—250,946-250,946-100%$6.6M———
Objectivity Squared, LLC
N/A—239,710-239,710-100%$6.3M———
Rockefeller Capital Management L.P.
N/A—233,752-233,752-100%$6.2M———
HRT Financial LP
N/A—204,496-204,496-100%$5.4M———
Brookfield Corp
N/A—203,500-203,500-100%$5.4M———
CIBC Bancorp USA Inc.
N/A—203,454-203,454-100%$5.4M———
Bard Associates Inc
N/A—183,250-183,250-100%$4.8M———
Royal Bank of Canada
N/A—175,141-175,141-100%$4.6M———
First Trust Advisors LP
N/A—127,677-127,677-100%$3.4M———
Jane Street Group, LLC
N/A—127,055-127,055-100%$3.4M———
Bank of America Corp
N/A—102,892-102,892-100%$2.7M———
Sanctuary Advisors, LLC
N/A—76,693-76,693-100%$2.0M———
Wells Fargo & Company
N/A—68,864-68,864-100%$1.8M———
Jump Financial, LLC
N/A—63,605-63,605-100%$1.7M———
GSA Capital Partners LLP
N/A—52,625-52,625-100%$1.4M———
Bramshill Investments, LLC
N/A—47,573-47,573-100%$1.3M———
Osaic Holdings, Inc.
N/A—38,968-38,968-100%$1.0M———
American Financial Group Inc
N/A—35,150-35,150-100%$927.6K———
Tolleson Wealth Management, Inc.
N/A—30,837-30,837-100%$813.8K———
Cetera Investment Advisers
N/A—30,607-30,607-100%$807.7K———
Dividend Assets Capital, LLC
N/A—27,078-27,078-100%$714.6K———
Texas Yale Capital Corp.
N/A—23,450-23,450-100%$618.8K———
Mutual Advisors, LLC
N/A—23,110-23,110-100%$609.9K———
FMR LLC
N/A—20,240-20,240-100%$534.1K———
Castleark Management LLC
N/A—19,990-19,990-100%$527.5K———
Cresset Asset Management, LLC
N/A—19,117-19,117-100%$504.5K———
Mariner, LLC
N/A—18,639-18,639-100%$491.9K———
BNP Paribas Financial Markets
N/A—17,951-17,951-100%$473.7K———
HighTower Advisors, LLC
N/A—17,031-17,031-100%$449.5K———
XTX Topco Ltd
N/A—14,551-14,551-100%$384.0K———
World Investment Advisors
N/A—14,306-14,306-100%$388.0K———
Tidal Investments LLC
N/A—11,231-11,231-100%$296.4K———
Mission Hills Financial Advisory, LLC
N/A—11,211-11,211-100%$295.9K———
Global Retirement Partners, LLC
N/A—10,496-10,496-100%$277.0K———
CIBC World Market Inc.
N/A—10,304-10,304-100%$271.9K———
Tradition Wealth Management, LLC
N/A—9,940-9,940-100%$262.3K———
Bravias Capital Group, LLC
N/A—9,253-9,253-100%$244.2K———
Ameritas Advisory Services, LLC
N/A—9,000-9,000-100%$237.5K———
Kingsview Wealth Management, LLC
N/A—8,834-8,834-100%$233.1K———
Virtu Financial LLC
N/A—7,877-7,877-100%$208.0K———
One Charles Private Wealth Services, LLC
N/A—7,594-7,594-100%$200.4K———
IFG Advisory, LLC
N/A—5,500-5,500-100%$145.1K———
Virtus Advisers, LLC
N/A—4,182-4,182-100%$110.4K———
Jones Financial Companies Lllp
N/A—2,844-2,844-100%$74.9K———
Harbour Investments, Inc.
N/A—2,000-2,000-100%$52.8K———
Group One Trading LLC
N/A—1,900-1,900-100%$50.1K———
Huntington National Bank
N/A—1,542-1,542-100%$40.7K———
Whittier Trust Co of Nevada Inc
N/A—1,250-1,250-100%$32.6K———
NewEdge Advisors, LLC
N/A—735-735-100%$19.4K———
Bogart Wealth, LLC
N/A—600-600-100%$15.8K———
Osbon Capital Management LLC
N/A—571-571-100%$15.1K———
BlackRock, Inc.
N/A—250-250-100%$6.6K———
Northwestern Mutual Wealth Management Co
N/A—166-166-100%$4.4K———
Steward Partners Investment Advisory, LLC
N/A—100-100-100%$2.6K———
EIG Asset Management, LLC
N/A—00—$0———
Showing 133 of 133 institutions