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Uscf Summerhaven Dynamic ETF (SDCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
3Edge Asset Management, LP
DECREASED
Shares2,168,867 from 2,339,241
Change-170,374 (-7%)
Value$67.7M (+$5.8M)
Filed 2026-10-30
SMI Advisory Services, LLC
INCREASED
Shares671,709 from 13,840
Change+657,869 (+4753%)
Value$21.1M (+$20.7M)
Filed 2026-10-13
Maltin Wealth Management, Inc.
INCREASED
Shares446,586 from 442,173
Change+4,413 (+1%)
Value$13.9M (+$2.2M)
Filed 2026-10-13
Peak Financial Management, Inc.
INCREASED
Shares383,617 from 380,981
Change+2,636 (+1%)
Value$12.0M (+$1.9M)
Filed 2026-10-16
Prism Advisors, Inc.
NEW
Shares314,126
Change+314,126
Value$9.8M
Filed 2026-10-09
Able Financial Group, LLC
INCREASED
Shares238,674 from 235,561
Change+3,113 (+1%)
Value$7.4M (+$1.2M)
Filed 2026-10-14
Midwest Professional Planners, Ltd.
INCREASED
Shares178,418 from 167,272
Change+11,146 (+7%)
Value$5.6M (+$1.1M)
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares172,861 from 173,188
Change-327 (0%)
Value$5.4M (+$814.2K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares170,227 from 163,682
Change+6,545 (+4%)
Value$5.3M (+$983.3K)
Filed 2026-10-14
WT Wealth Management
INCREASED
Shares162,901 from 24,536
Change+138,365 (+564%)
Value$5.1M (+$4.4M)
Filed 2026-10-13
BKM Wealth Management, LLC
INCREASED
Shares162,428 from 139,172
Change+23,256 (+17%)
Value$5.1M (+$1.4M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares122,528 from 143,705
Change-21,177 (-15%)
Value$3.8K (-$3.8M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares120,445 from 119,474
Change+971 (+1%)
Value$3.8M (+$599.0K)
Filed 2026-10-15
WBI Investments, LLC
INCREASED
Shares110,677 from 109,610
Change+1,067 (+1%)
Value$3.5M (+$555.0K)
Filed 2026-11-05
Matauro, LLC
INCREASED
Shares108,923 from 101,572
Change+7,351 (+7%)
Value$3.4M (+$712.8K)
Filed 2026-11-03
True Private Wealth Advisors
INCREASED
Shares94,110 from 88,581
Change+5,529 (+6%)
Value$2.9M (+$594.2K)
Filed 2026-10-19
FIG Financial Advisory Services Inc
NEW
Shares93,130
Change+93,130
Value$2.9M
Filed 2026-10-07
Retirement Financial Solutions, LLC
DECREASED
Shares72,488 from 72,918
Change-430 (-1%)
Value$2.3M (+$333.7K)
Filed 2026-10-20
Prosperitas Financial LLC
INCREASED
Shares67,530 from 60,782
Change+6,748 (+11%)
Value$2.1M (+$499.8K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
DECREASED
Shares60,877 from 81,879
Change-21,002 (-26%)
Value$1.9M (-$265.5K)
Filed 2026-11-04
Vista Investment Partners II, LLC
DECREASED
Shares57,229 from 57,504
Change-275 (0%)
Value$1.8M (+$265.1K)
Filed 2026-10-15
Fifth Third Wealth Advisors LLC
NEW
Shares55,453
Change+55,453
Value$1.7M
Filed 2026-10-22
Portside Wealth Group, LLC
INCREASED
Shares52,853 from 49,078
Change+3,775 (+8%)
Value$1.6M (+$351.4K)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares52,483 from 52,535
Change-52 (0%)
Value$1.6M (+$248.4K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares49,711 from 48,182
Change+1,529 (+3%)
Value$1.6M (+$277.0K)
Filed 2026-11-03
G&S Capital LLC
INCREASED
Shares49,413 from 32,560
Change+16,853 (+52%)
Value$1.5M (+$680.8K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares48,783 from 45,657
Change+3,126 (+7%)
Value$1.5M (+$314.9K)
Filed 2026-11-02
Alhambra Investment Management LLC
INCREASED
Shares46,615 from 43,540
Change+3,075 (+7%)
Value$1.5M (+$303.2K)
Filed 2026-10-15
Stegent Equity Advisors, Inc.
DECREASED
Shares41,955 from 52,716
Change-10,761 (-20%)
Value$1.3M (-$84.8K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares41,232 from 34,519
Change+6,713 (+19%)
Value$1.3M (+$344.9K)
Filed 2026-10-13
Cornerstone Wealth, LLC
INCREASED
Shares35,394 from 22,973
Change+12,421 (+54%)
Value$1.1M (+$482.9K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares29,837 from 28,476
Change+1,361 (+5%)
Value$930.9K (+$178.0K)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares27,047 from 25,927
Change+1,120 (+4%)
Value$844 (-$684.2K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares26,686
Change+26,686
Value$832.6K
Filed 2026-10-28
Advisor Resource Council
INCREASED
Shares25,906 from 20,615
Change+5,291 (+26%)
Value$805.9K (+$247.5K)
Filed 2026-11-05
Certior Financial Group, LLC
DECREASED
Shares25,450 from 30,154
Change-4,704 (-16%)
Value$794.0K (-$3.2K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
DECREASED
Shares24,310 from 26,031
Change-1,721 (-7%)
Value$758.5K (+$70.2K)
Filed 2026-10-28
Riverbend Wealth Management, LLC
INCREASED
Shares22,610 from 22,338
Change+272 (+1%)
Value$705.4K (+$114.8K)
Filed 2026-10-15
Basso Capital Management, L.P.
NEW
Shares20,869
Change+20,869
Value$651.1K
Filed 2026-10-30
Advisor OS, LLC
INCREASED
Shares20,524 from 18,346
Change+2,178 (+12%)
Value$640.3K (+$155.3K)
Filed 2026-11-03
Elyxium Wealth, LLC
INCREASED
Shares20,258 from 16,691
Change+3,567 (+21%)
Value$632.1K (+$190.7K)
Filed 2026-10-27
Compound Planning, Inc.
NEW
Shares19,535
Change+19,535
Value$609.5K
Filed 2026-11-05
FSA Investment Group, LLC
NEW
Shares19,136
Change+19,136
Value$597.0K
Filed 2026-10-07
Independent Financial Group, LLC
INCREASED
Shares18,180 from 12,940
Change+5,240 (+40%)
Value$567.2K (+$225.1K)
Filed 2026-10-13
Interchange Capital Partners, LLC
INCREASED
Shares16,686 from 12,736
Change+3,950 (+31%)
Value$542.9K (+$206.1K)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares15,600 from 17,600
Change-2,000 (-11%)
Value$486.7K (+$21.4K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares15,520 from 10,900
Change+4,620 (+42%)
Value$484.2K (+$196.0K)
Filed 2026-10-16
Andina Capital Management, LLC
INCREASED
Shares12,345 from 10,677
Change+1,668 (+16%)
Value$385.2K (+$102.9K)
Filed 2026-10-21
Kestra Advisory Services, LLC
NEW
Shares12,297
Change+12,297
Value$383.7K
Filed 2026-11-02
Global View Capital Management LLC
NEW
Shares12,152
Change+12,152
Value$379.1K
Filed 2026-10-28
Matrix Trust Co
DECREASED
Shares11,097 from 12,719
Change-1,622 (-13%)
Value$346 (+$10)
Filed 2026-10-07
Prospera Financial Services Inc
NEW
Shares10,993
Change+10,993
Value$342.0K
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED
Shares9,875 from 9,900
Change-25 (0%)
Value$308.1K (+$46.3K)
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares9,499 from 550
Change+8,949 (+1627%)
Value$296.4K (+$281.8K)
Filed 2026-11-05
TKG Advisors, LLC
NEW
Shares9,131
Change+9,131
Value$284.9K
Filed 2026-11-02
Castleview Partners, LLC
INCREASED
Shares8,693 from 8,221
Change+472 (+6%)
Value$271.2K (+$53.9K)
Filed 2026-10-09
Financial Network Wealth Advisors LLC
INCREASED
Shares8,189 from 8,145
Change+44 (+1%)
Value$255.5K (+$40.1K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares8,002 from 8,266
Change-264 (-3%)
Value$249.6K (+$31.1K)
Filed 2026-10-30
Mission Wealth Management, LP
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$237.1K (+$36.2K)
Filed 2026-10-15
Imc-Chicago, LLC
NEW
Shares6,465
Change+6,465
Value$201.7K
Filed 2026-11-05
Gibbs Wealth Management
NEW
Shares6,433
Change+6,433
Value$200.7K
Filed 2026-10-22
Ares Financial Consulting, LLC
INCREASED
Shares6,202 from 4,152
Change+2,050 (+49%)
Value$193.5K (+$83.7K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares3,808 from 3,595
Change+213 (+6%)
Value$118.8K (+$23.8K)
Filed 2026-10-26
Blue Trust, Inc.
UNCHANGED
Shares3,646 from 3,646
Change0 (0%)
Value$113.8K (+$17.4K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares3,561 from 3,561
Change0 (0%)
Value$111.1K (+$17.0K)
Filed 2026-11-04
Abound Wealth Management
NEW
Shares950
Change+950
Value$29.6K
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares597 from 14,541
Change-13,944 (-96%)
Value$18.6K (-$365.8K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares418
Change+418
Value$13.0K
Filed 2026-10-09
US Bancorp \de\
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$7.8K (+$1.2K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares226
Change+226
Value$7.1K
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$6.7K (+$1.0K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares164 from 91
Change+73 (+80%)
Value$5.1K (+$2.7K)
Filed 2026-10-21
Reyes Financial Architecture, Inc.
NEW
Shares108
Change+108
Value$3.4K
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$2.5K (+$384)
Filed 2026-10-08
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 10,616
Change-10,616 (-100%)
Value$0 (-$280.6K)
Filed 2026-10-22
Proficio Capital Partners LLC
N/A
Shares— from 809,665
Change-809,665 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 769,780
Change-769,780 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 702,900
Change-702,900 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 619,529
Change-619,529 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 471,346
Change-471,346 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 322,823
Change-322,823 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 229,438
Change-229,438 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 213,510
Change-213,510 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 206,224
Change-206,224 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 193,548
Change-193,548 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 176,806
Change-176,806 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 151,661
Change-151,661 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 147,967
Change-147,967 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 135,754
Change-135,754 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 114,659
Change-114,659 (-100%)
Value—
&partners
N/A
Shares— from 104,913
Change-104,913 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 102,045
Change-102,045 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 90,986
Change-90,986 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 69,551
Change-69,551 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,575
Change-63,575 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 56,382
Change-56,382 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 56,225
Change-56,225 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 55,157
Change-55,157 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 45,445
Change-45,445 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 38,811
Change-38,811 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 38,753
Change-38,753 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 34,298
Change-34,298 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 32,709
Change-32,709 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 32,375
Change-32,375 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,755
Change-31,755 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 31,420
Change-31,420 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 28,286
Change-28,286 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 27,954
Change-27,954 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 26,901
Change-26,901 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,823
Change-26,823 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 24,516
Change-24,516 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,092
Change-20,092 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 18,409
Change-18,409 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 17,788
Change-17,788 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 17,261
Change-17,261 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 16,631
Change-16,631 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 16,306
Change-16,306 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,680
Change-12,680 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,102
Change-10,102 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,442
Change-9,442 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 929
Change-929 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
FMR LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 444
Change-444 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 126
Change-126 (-100%)
Value—
Status
3Edge Asset Management, LP
DECREASED2,168,8672,339,241-170,374-7%$61.8M$67.7M+$5.8M2026-10-30
SMI Advisory Services, LLC
INCREASED671,70913,840+657,869+4753%$374.9K$21.1M+$20.7M2026-10-13
Maltin Wealth Management, Inc.
INCREASED446,586442,173+4,413+1%$11.7M$13.9M+$2.2M2026-10-13
Peak Financial Management, Inc.
INCREASED383,617380,981+2,636+1%$10.1M$12.0M+$1.9M2026-10-16
Prism Advisors, Inc.
NEW314,126—+314,126——$9.8M—2026-10-09
Able Financial Group, LLC
INCREASED238,674235,561+3,113+1%$6.2M$7.4M+$1.2M2026-10-14
Midwest Professional Planners, Ltd.
INCREASED178,418167,272+11,146+7%$4.4M$5.6M+$1.1M2026-10-29
Mather Group, Llc.
DECREASED172,861173,188-3270%$4.6M$5.4M+$814.2K2026-10-14
Focus Financial Network, Inc.
INCREASED170,227163,682+6,545+4%$4.3M$5.3M+$983.3K2026-10-14
WT Wealth Management
INCREASED162,90124,536+138,365+564%$648.7K$5.1M+$4.4M2026-10-13
BKM Wealth Management, LLC
INCREASED162,428139,172+23,256+17%$3.7M$5.1M+$1.4M2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED122,528143,705-21,177-15%$3.8M$3.8K-$3.8M2026-11-02
Atria Investments, Inc
INCREASED120,445119,474+971+1%$3.2M$3.8M+$599.0K2026-10-15
WBI Investments, LLC
INCREASED110,677109,610+1,067+1%$2.9M$3.5M+$555.0K2026-11-05
Matauro, LLC
INCREASED108,923101,572+7,351+7%$2.7M$3.4M+$712.8K2026-11-03
True Private Wealth Advisors
INCREASED94,11088,581+5,529+6%$2.3M$2.9M+$594.2K2026-10-19
FIG Financial Advisory Services Inc
NEW93,130—+93,130——$2.9M—2026-10-07
Retirement Financial Solutions, LLC
DECREASED72,48872,918-430-1%$1.9M$2.3M+$333.7K2026-10-20
Prosperitas Financial LLC
INCREASED67,53060,782+6,748+11%$1.6M$2.1M+$499.8K2026-10-28
EverSource Wealth Advisors, LLC
DECREASED60,87781,879-21,002-26%$2.2M$1.9M-$265.5K2026-11-04
Vista Investment Partners II, LLC
DECREASED57,22957,504-2750%$1.5M$1.8M+$265.1K2026-10-15
Fifth Third Wealth Advisors LLC
NEW55,453—+55,453——$1.7M—2026-10-22
Portside Wealth Group, LLC
INCREASED52,85349,078+3,775+8%$1.3M$1.6M+$351.4K2026-10-20
Apollon Wealth Management, LLC
DECREASED52,48352,535-520%$1.4M$1.6M+$248.4K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED49,71148,182+1,529+3%$1.3M$1.6M+$277.0K2026-11-03
G&S Capital LLC
INCREASED49,41332,560+16,853+52%$860.9K$1.5M+$680.8K2026-10-23
Commonwealth Equity Services, LLC
INCREASED48,78345,657+3,126+7%$1.2M$1.5M+$314.9K2026-11-02
Alhambra Investment Management LLC
INCREASED46,61543,540+3,075+7%$1.2M$1.5M+$303.2K2026-10-15
Stegent Equity Advisors, Inc.
DECREASED41,95552,716-10,761-20%$1.4M$1.3M-$84.8K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED41,23234,519+6,713+19%$944.4K$1.3M+$344.9K2026-10-13
Cornerstone Wealth, LLC
INCREASED35,39422,973+12,421+54%$651.5K$1.1M+$482.9K2026-10-28
Davenport & Co LLC
INCREASED29,83728,476+1,361+5%$752.9K$930.9K+$178.0K2026-10-14
Thrivent Financial for Lutherans
INCREASED27,04725,927+1,120+4%$685.0K$844-$684.2K2026-11-05
Partners Wealth Management, LLC
NEW26,686—+26,686——$832.6K—2026-10-28
Advisor Resource Council
INCREASED25,90620,615+5,291+26%$558.5K$805.9K+$247.5K2026-11-05
Certior Financial Group, LLC
DECREASED25,45030,154-4,704-16%$797.3K$794.0K-$3.2K2026-10-19
Alliance Wealth Advisors, LLC
DECREASED24,31026,031-1,721-7%$688.3K$758.5K+$70.2K2026-10-28
Riverbend Wealth Management, LLC
INCREASED22,61022,338+272+1%$590.6K$705.4K+$114.8K2026-10-15
Basso Capital Management, L.P.
NEW20,869—+20,869——$651.1K—2026-10-30
Advisor OS, LLC
INCREASED20,52418,346+2,178+12%$485.1K$640.3K+$155.3K2026-11-03
Elyxium Wealth, LLC
INCREASED20,25816,691+3,567+21%$441.3K$632.1K+$190.7K2026-10-27
Compound Planning, Inc.
NEW19,535—+19,535——$609.5K—2026-11-05
FSA Investment Group, LLC
NEW19,136—+19,136——$597.0K—2026-10-07
Independent Financial Group, LLC
INCREASED18,18012,940+5,240+40%$342.1K$567.2K+$225.1K2026-10-13
Interchange Capital Partners, LLC
INCREASED16,68612,736+3,950+31%$336.7K$542.9K+$206.1K2026-10-28
Nations Financial Group Inc,
DECREASED15,60017,600-2,000-11%$465.3K$486.7K+$21.4K2026-11-05
IFP Advisors, Inc
INCREASED15,52010,900+4,620+42%$288.2K$484.2K+$196.0K2026-10-16
Andina Capital Management, LLC
INCREASED12,34510,677+1,668+16%$282.3K$385.2K+$102.9K2026-10-21
Kestra Advisory Services, LLC
NEW12,297—+12,297——$383.7K—2026-11-02
Global View Capital Management LLC
NEW12,152—+12,152——$379.1K—2026-10-28
Matrix Trust Co
DECREASED11,09712,719-1,622-13%$336$346+$102026-10-07
Prospera Financial Services Inc
NEW10,993—+10,993——$342.0K—2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED9,8759,900-250%$261.8K$308.1K+$46.3K2026-10-19
Fifth Third Bancorp
INCREASED9,499550+8,949+1627%$14.5K$296.4K+$281.8K2026-11-05
TKG Advisors, LLC
NEW9,131—+9,131——$284.9K—2026-11-02
Castleview Partners, LLC
INCREASED8,6938,221+472+6%$217.4K$271.2K+$53.9K2026-10-09
Financial Network Wealth Advisors LLC
INCREASED8,1898,145+44+1%$215.4K$255.5K+$40.1K2026-10-28
Kestra Private Wealth Services, LLC
DECREASED8,0028,266-264-3%$218.5K$249.6K+$31.1K2026-10-30
Mission Wealth Management, LP
UNCHANGED7,6007,60000%$200.9K$237.1K+$36.2K2026-10-15
Imc-Chicago, LLC
NEW6,465—+6,465——$201.7K—2026-11-05
Gibbs Wealth Management
NEW6,433—+6,433——$200.7K—2026-10-22
Ares Financial Consulting, LLC
INCREASED6,2024,152+2,050+49%$109.8K$193.5K+$83.7K2026-10-19
Lanark Financial, Inc.
INCREASED3,8083,595+213+6%$95.1K$118.8K+$23.8K2026-10-26
Blue Trust, Inc.
UNCHANGED3,6463,64600%$96.4K$113.8K+$17.4K2026-10-15
Creative Financial Designs Inc
UNCHANGED3,5613,56100%$94.2K$111.1K+$17.0K2026-11-04
Abound Wealth Management
NEW950—+950——$29.6K—2026-10-26
Simplex Trading, LLC
DECREASED59714,541-13,944-96%$384.5K$18.6K-$365.8K2026-11-04
GK Wealth Management LLC
NEW418—+418——$13.0K—2026-10-09
US Bancorp \de\
UNCHANGED25025000%$6.6K$7.8K+$1.2K2026-11-05
Nova Financial LLC
NEW226—+226——$7.1K—2026-11-04
Evolution Wealth Management Inc.
UNCHANGED21421400%$5.7K$6.7K+$1.0K2026-10-28
Assetmark, Inc
INCREASED16491+73+80%$2.4K$5.1K+$2.7K2026-10-21
Reyes Financial Architecture, Inc.
NEW108—+108——$3.4K—2026-10-22
Farther Finance Advisors, LLC
UNCHANGED818100%$2.1K$2.5K+$3842026-10-08
Symphony Financial, Ltd. Co.
CLOSED010,616-10,616-100%$280.6K$0-$280.6K2026-10-22
Proficio Capital Partners LLC
N/A—809,665-809,665-100%$21.4M———
Viaable, LLC
N/A—769,780-769,780-100%$20.3M———
Morgan Stanley
N/A—702,900-702,900-100%$18.6M———
Orion Porfolio Solutions, LLC
N/A—619,529-619,529-100%$16.4M———
Osaic Holdings, Inc.
N/A—471,346-471,346-100%$12.5M———
Raymond James Financial Inc
N/A—322,823-322,823-100%$8.5M———
LPL Financial LLC
N/A—229,438-229,438-100%$6.1M———
Susquehanna International Group, LLP
N/A—213,510-213,510-100%$5.6M———
Empirical Asset Management, LLC
N/A—206,224-206,224-100%$5.5M———
Stratos Investment Management, LLC
N/A—193,548-193,548-100%$5.1M———
Wells Fargo & Company
N/A—176,806-176,806-100%$4.7M———
MML Investors Services, LLC
N/A—151,661-151,661-100%$4.0M———
Envestnet Asset Management Inc
N/A—147,967-147,967-100%$3.9M———
Wescap Management Group, Inc.
N/A—135,754-135,754-100%$3.6M———
Mariner, LLC
N/A—114,659-114,659-100%$3.0M———
&partners
N/A—104,913-104,913-100%$2.8M———
Cambria Investment Management, L.P.
N/A—102,045-102,045-100%$2.7M———
Stifel Financial Corp
N/A—90,986-90,986-100%$2.4M———
HRT Financial LP
N/A—69,551-69,551-100%$1.8M———
HighTower Advisors, LLC
N/A—63,575-63,575-100%$1.7M———
Citadel Advisors LLC
N/A—56,382-56,382-100%$1.5M———
Summit Financial, LLC
N/A—56,225-56,225-100%$1.5M———
Maridea Wealth Management LLC
N/A—55,157-55,157-100%$1.5M———
Fischer Investment Strategies, LLC
N/A—45,445-45,445-100%$1.2M———
HM Payson & Co
N/A—38,811-38,811-100%$1.0M———
Moors & Cabot, Inc.
N/A—38,753-38,753-100%$1.0M———
Principal Securities, Inc.
N/A—34,298-34,298-100%$906.8K———
Jane Street Group, LLC
N/A—32,709-32,709-100%$864.8K———
Flow Traders U.S. LLC
N/A—32,375-32,375-100%$856.0K———
Cetera Investment Advisers
N/A—31,755-31,755-100%$839.6K———
Stock Yards Bank & Trust Co
N/A—31,420-31,420-100%$830.7K———
Allied Private Wealth LLC
N/A—28,286-28,286-100%$778.2K———
Wick Capital Partners, LLC
N/A—27,954-27,954-100%$739.1K———
Sovereign Financial Group, Inc.
N/A—26,901-26,901-100%$711.3K———
Steward Partners Investment Advisory, LLC
N/A—26,823-26,823-100%$709.2K———
Quantinno Capital Management LP
N/A—24,516-24,516-100%$648.2K———
Integrated Wealth Concepts LLC
N/A—20,092-20,092-100%$531.2K———
Cerity Partners LLC
N/A—19,060-19,060-100%$503.9K———
Westbourne Investments, Inc.
N/A—18,409-18,409-100%$486.7K———
Brookwood Investment Group LLC
N/A—17,788-17,788-100%$470.3K———
Belpointe Asset Management LLC
N/A—17,261-17,261-100%$456.4K———
Advyzon Investment Management, LLC
N/A—16,631-16,631-100%$439.7K———
Bank of Montreal
N/A—16,306-16,306-100%$431.1K———
NewEdge Advisors, LLC
N/A—15,000-15,000-100%$396.6K———
Sharp Wealth Advisory, LLC
N/A—13,250-13,250-100%$350.3K———
Two Sigma Securities, LLC
N/A—12,680-12,680-100%$335.3K———
Wallace Advisory Group, LLC
N/A—11,649-11,649-100%$308.0K———
Advisory Services Network, LLC
N/A—10,102-10,102-100%$267.1K———
Ausdal Financial Partners, Inc.
N/A—9,442-9,442-100%$249.6K———
Bank of America Corp
N/A—9,197-9,197-100%$243.2K———
K.J. Harrison & Partners Inc
N/A—8,782-8,782-100%$232.2K———
GWN Securities Inc.
N/A—7,909-7,909-100%$209.1K———
Harbour Investments, Inc.
N/A—2,743-2,743-100%$72.5K———
Crewe Advisors LLC
N/A—2,389-2,389-100%$63.2K———
Ameritas Advisory Services, LLC
N/A—1,917-1,917-100%$50.7K———
UBS Group AG
N/A—1,000-1,000-100%$26.4K———
JPMorgan Chase & Co
N/A—929-929-100%$24.3K———
Continuum Advisory, LLC
N/A—632-632-100%$16.7K———
FMR LLC
N/A—605-605-100%$16.0K———
Geneos Wealth Management Inc.
N/A—500-500-100%$13.2K———
Northwestern Mutual Wealth Management Co
N/A—444-444-100%$11.7K———
Clearstead Advisors, LLC
N/A—295-295-100%$7.8K———
Smartleaf Asset Management LLC
N/A—200-200-100%$5.2K———
SHP Wealth Management
N/A—126-126-100%$3.3K———
Showing 139 of 139 institutions