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United States Copper Index (CPER)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares363,900 from 256,887
Change+107,013 (+42%)
Value$14.5M (+$4.8M)
Filed 2026-11-06
Park Edge Advisors, LLC
DECREASED
Shares72,410 from 76,708
Change-4,298 (-6%)
Value$2.9M (-$13.7K)
Filed 2026-10-28
Strategic Blueprint, LLC
DECREASED
Shares65,344 from 67,587
Change-2,243 (-3%)
Value$2.6M (+$49.3K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares64,048 from 68,017
Change-3,969 (-6%)
Value$2.5M (-$18.5K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares56,617 from 57,387
Change-770 (-1%)
Value$2.2M (+$103.3K)
Filed 2026-10-16
Basso Capital Management, L.P.
INCREASED
Shares55,415 from 19,115
Change+36,300 (+190%)
Value$2.2M (+$1.5M)
Filed 2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED
Shares53,837 from 53,837
Change0 (0%)
Value$2.1M (+$110.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares27,972 from 29,277
Change-1,305 (-4%)
Value$1.1K (-$1.1M)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares27,286 from 27,286
Change0 (0%)
Value$1.1M (+$55.9K)
Filed 2026-11-05
Simplex Trading, LLC
DECREASED
Shares24,319 from 72,198
Change-47,879 (-66%)
Value$967.4K (-$1.8M)
Filed 2026-11-04
Perigon Wealth Management, LLC
UNCHANGED
Shares24,108 from 24,108
Change0 (0%)
Value$959.0K (+$49.4K)
Filed 2026-10-22
Hoey Investments, Inc
DECREASED
Shares23,850 from 25,350
Change-1,500 (-6%)
Value$948.8K (-$7.7K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
NEW
Shares19,198
Change+19,198
Value$763.7K
Filed 2026-10-13
Ignite Planners, LLC
INCREASED
Shares18,091 from 10,779
Change+7,312 (+68%)
Value$719.8K (+$312.3K)
Filed 2026-10-14
Matauro, LLC
DECREASED
Shares17,121 from 31,020
Change-13,899 (-45%)
Value$681.1K (-$489.3K)
Filed 2026-11-03
BigSur Wealth Management LLC
DECREASED
Shares16,839 from 34,839
Change-18,000 (-52%)
Value$669.9K (-$644.6K)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares16,010 from 19,210
Change-3,200 (-17%)
Value$636.9K (-$87.9K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares14,843 from 9,843
Change+5,000 (+51%)
Value$590.5K (+$219.1K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares14,032 from 13,921
Change+111 (+1%)
Value$558.2K (+$33.0K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares13,800 from 13,500
Change+300 (+2%)
Value$549.0K (+$39.6K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares13,106 from 13,853
Change-747 (-5%)
Value$521.4K (-$1.3K)
Filed 2026-10-28
Isthmus Partners, LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$509.2K (+$26.2K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares12,143 from 12,878
Change-735 (-6%)
Value$483.0K (-$2.8K)
Filed 2026-11-02
Platform Technology Partners
DECREASED
Shares11,394 from 12,044
Change-650 (-5%)
Value$453.2K (-$1.2K)
Filed 2026-11-02
Herold Advisors, Inc.
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$429.6K (+$22.6K)
Filed 2026-10-19
Garde Capital, Inc.
UNCHANGED
Shares10,780 from 10,780
Change0 (0%)
Value$428.8K (+$22.1K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares9,869 from 9,680
Change+189 (+2%)
Value$392.6K (+$27.4K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares9,715 from 8,819
Change+896 (+10%)
Value$386.5K (+$53.7K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares8,597 from 7,648
Change+949 (+12%)
Value$342.0K (+$53.4K)
Filed 2026-11-06
Argyle Capital Partners, LLC
INCREASED
Shares7,956 from 7,088
Change+868 (+12%)
Value$316.5K (+$49.1K)
Filed 2026-10-23
Sidoxia Capital Management, LLC
DECREASED
Shares7,249 from 7,726
Change-477 (-6%)
Value$288.4K (-$3.1K)
Filed 2026-10-28
Brighton Jones LLC
UNCHANGED
Shares7,220 from 7,220
Change0 (0%)
Value$287.2K (+$14.8K)
Filed 2026-11-03
City Center Advisors, LLC
NEW
Shares7,215
Change+7,215
Value$287.0K
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares7,112 from 7,112
Change0 (0%)
Value$268.3K ($0)
Filed 2026-11-06
Merit Financial Group, LLC
UNCHANGED
Shares6,731 from 6,731
Change0 (0%)
Value$267.8K (+$13.8K)
Filed 2026-11-06
Central Trust Co
UNCHANGED
Shares5,931 from 5,931
Change0 (0%)
Value$235.9K (+$12.2K)
Filed 2026-11-05
Levin Capital Strategies, L.P.
UNCHANGED
Shares5,570 from 5,570
Change0 (0%)
Value$221.6K (+$11.4K)
Filed 2026-11-02
Obermeyer Wealth Partners
NEW
Shares5,496
Change+5,496
Value$218.6K
Filed 2026-10-21
Fifth Third Bancorp
UNCHANGED
Shares5,332 from 5,332
Change0 (0%)
Value$212.1K (+$10.9K)
Filed 2026-11-05
Persium Advisors, LLC
NEW
Shares5,200
Change+5,200
Value$206.9K
Filed 2026-10-07
Certuity, LLC
NEW
Shares5,190
Change+5,190
Value$206.5K
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares2,098
Change+2,098
Value$83.5K
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares1,600 from 1,100
Change+500 (+45%)
Value$63.6K (+$22.1K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$59.7K (+$3.1K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$56.7K (+$2.9K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares1,297 from 1,077
Change+220 (+20%)
Value$51.6K (+$11.0K)
Filed 2026-10-08
Clean Yield Group
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$47.7K (+$2.5K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$46.2K (+$2.4K)
Filed 2026-10-09
Signaturefd, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$39.8K (+$2.1K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares750
Change+750
Value$29.8K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$27.8K (+$1.4K)
Filed 2026-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$9.0K (+$466)
Filed 2026-10-26
IFS Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.0K (+$410)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares180 from 110
Change+70 (+64%)
Value$7.2K (+$3.0K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares177 from 347
Change-170 (-49%)
Value$7.0K (-$6.1K)
Filed 2026-10-26
Highline Wealth Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.0K (+$307)
Filed 2026-10-19
Birch Financial Group, LLC
NEW
Shares129
Change+129
Value$5.1K
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (+$205)
Filed 2026-10-09
Larson Financial Group LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$3.9K (+$199)
Filed 2026-11-05
Bangor Savings Bank
INCREASED
Shares60 from 30
Change+30 (+100%)
Value$2.4K (+$1.3K)
Filed 2026-10-06
Tradewinds Capital Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.4K (+$123)
Filed 2026-10-23
Adirondack Trust Co
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.1K (+$111)
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.1K (+$107)
Filed 2026-10-19
St. Johns Investment Management Company, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.8K (+$92)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.2K (+$61)
Filed 2026-10-09
Essential Partners LLC
NEW
Shares24
Change+24
Value$955
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares20
Change+20
Value$796
Filed 2026-11-05
Aspect Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$796 (+$41)
Filed 2026-10-20
Financial Consulate, Inc
NEW
Shares12
Change+12
Value$497
Filed 2026-10-23
Pittenger & Anderson Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$411 (+$21)
Filed 2026-11-02
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 16,407
Change-16,407 (-100%)
Value$0 (-$619.0K)
Filed 2026-10-13
Compound Planning, Inc.
CLOSED
Shares0 from 14,266
Change-14,266 (-100%)
Value$0 (-$538.2K)
Filed 2026-11-05
Fiduciary Alliance LLC
CLOSED
Shares0 from 11,830
Change-11,830 (-100%)
Value$0 (-$446.3K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 5,464
Change-5,464 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-20
Park Avenue Securities LLC
CLOSED
Shares0 from 5,345
Change-5,345 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-26
Mather Group, Llc.
CLOSED
Shares0 from 1,676
Change-1,676 (-100%)
Value$0 (-$63.2K)
Filed 2026-10-14
Private Trust Co NA
CLOSED
Shares0 from 1,245
Change-1,245 (-100%)
Value$0 (-$47.0K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$36.1K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$34.0K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$8.7K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-04
Susquehanna International Group, LLP
N/A
Shares— from 1,227,457
Change-1,227,457 (-100%)
Value—
UBS Group AG
N/A
Shares— from 443,952
Change-443,952 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 337,449
Change-337,449 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 262,954
Change-262,954 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 173,261
Change-173,261 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 152,699
Change-152,699 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 133,301
Change-133,301 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 120,463
Change-120,463 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 101,589
Change-101,589 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 82,092
Change-82,092 (-100%)
Value—
&partners
N/A
Shares— from 73,041
Change-73,041 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 71,819
Change-71,819 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 68,274
Change-68,274 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 67,256
Change-67,256 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 66,297
Change-66,297 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 65,820
Change-65,820 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 64,877
Change-64,877 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 64,335
Change-64,335 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 63,125
Change-63,125 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 54,918
Change-54,918 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 51,816
Change-51,816 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,440
Change-46,440 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 44,428
Change-44,428 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 43,537
Change-43,537 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 43,291
Change-43,291 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 42,257
Change-42,257 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 40,480
Change-40,480 (-100%)
Value—
Manatuck Hill Partners, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 39,728
Change-39,728 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 31,689
Change-31,689 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 29,442
Change-29,442 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 25,649
Change-25,649 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,593
Change-25,593 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 19,158
Change-19,158 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 16,196
Change-16,196 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 14,009
Change-14,009 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 10,969
Change-10,969 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,181
Change-10,181 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,689
Change-9,689 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,009
Change-9,009 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,387
Change-8,387 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,577
Change-5,577 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 921
Change-921 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 850
Change-850 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 676
Change-676 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 350
Change-350 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 61
Change-61 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
LPL Financial LLC
INCREASED363,900256,887+107,013+42%$9.7M$14.5M+$4.8M2026-11-06
Park Edge Advisors, LLC
DECREASED72,41076,708-4,298-6%$2.9M$2.9M-$13.7K2026-10-28
Strategic Blueprint, LLC
DECREASED65,34467,587-2,243-3%$2.6M$2.6M+$49.3K2026-10-22
Citigroup Inc
DECREASED64,04868,017-3,969-6%$2.6M$2.5M-$18.5K2026-11-04
TD Waterhouse Canada Inc.
DECREASED56,61757,387-770-1%$2.1M$2.2M+$103.3K2026-10-16
Basso Capital Management, L.P.
INCREASED55,41519,115+36,300+190%$721.2K$2.2M+$1.5M2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED53,83753,83700%$2.0M$2.1M+$110.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED27,97229,277-1,305-4%$1.1M$1.1K-$1.1M2026-11-02
US Bancorp \de\
UNCHANGED27,28627,28600%$1.0M$1.1M+$55.9K2026-11-05
Simplex Trading, LLC
DECREASED24,31972,198-47,879-66%$2.7M$967.4K-$1.8M2026-11-04
Perigon Wealth Management, LLC
UNCHANGED24,10824,10800%$909.6K$959.0K+$49.4K2026-10-22
Hoey Investments, Inc
DECREASED23,85025,350-1,500-6%$956.5K$948.8K-$7.7K2026-10-29
B. Riley Wealth Advisors, Inc.
NEW19,198—+19,198——$763.7K—2026-10-13
Ignite Planners, LLC
INCREASED18,09110,779+7,312+68%$407.5K$719.8K+$312.3K2026-10-14
Matauro, LLC
DECREASED17,12131,020-13,899-45%$1.2M$681.1K-$489.3K2026-11-03
BigSur Wealth Management LLC
DECREASED16,83934,839-18,000-52%$1.3M$669.9K-$644.6K2026-10-13
Smart Wealth LLC
DECREASED16,01019,210-3,200-17%$724.8K$636.9K-$87.9K2026-11-04
Truist Financial Corp
INCREASED14,8439,843+5,000+51%$371.4K$590.5K+$219.1K2026-10-30
Creative Planning
INCREASED14,03213,921+111+1%$525.2K$558.2K+$33.0K2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED13,80013,500+300+2%$509.4K$549.0K+$39.6K2026-11-03
MGO One Seven LLC
DECREASED13,10613,853-747-5%$522.7K$521.4K-$1.3K2026-10-28
Isthmus Partners, LLC
UNCHANGED12,80012,80000%$482.9K$509.2K+$26.2K2026-10-21
Commonwealth Equity Services, LLC
DECREASED12,14312,878-735-6%$485.9K$483.0K-$2.8K2026-11-02
Platform Technology Partners
DECREASED11,39412,044-650-5%$454.4K$453.2K-$1.2K2026-11-02
Herold Advisors, Inc.
UNCHANGED10,80010,80000%$407.0K$429.6K+$22.6K2026-10-19
Garde Capital, Inc.
UNCHANGED10,78010,78000%$406.7K$428.8K+$22.1K2026-10-29
Creative Financial Designs Inc
INCREASED9,8699,680+189+2%$365.2K$392.6K+$27.4K2026-11-04
Kestra Advisory Services, LLC
INCREASED9,7158,819+896+10%$332.7K$386.5K+$53.7K2026-11-02
Moors & Cabot, Inc.
INCREASED8,5977,648+949+12%$288.6K$342.0K+$53.4K2026-11-06
Argyle Capital Partners, LLC
INCREASED7,9567,088+868+12%$267.4K$316.5K+$49.1K2026-10-23
Sidoxia Capital Management, LLC
DECREASED7,2497,726-477-6%$291.5K$288.4K-$3.1K2026-10-28
Brighton Jones LLC
UNCHANGED7,2207,22000%$272.4K$287.2K+$14.8K2026-11-03
City Center Advisors, LLC
NEW7,215—+7,215——$287.0K—2026-10-08
Allworth Financial LP
UNCHANGED7,1127,11200%$268.3K$268.3K$02026-11-06
Merit Financial Group, LLC
UNCHANGED6,7316,73100%$254.0K$267.8K+$13.8K2026-11-06
Central Trust Co
UNCHANGED5,9315,93100%$223.8K$235.9K+$12.2K2026-11-05
Levin Capital Strategies, L.P.
UNCHANGED5,5705,57000%$210.2K$221.6K+$11.4K2026-11-02
Obermeyer Wealth Partners
NEW5,496—+5,496——$218.6K—2026-10-21
Fifth Third Bancorp
UNCHANGED5,3325,33200%$201.2K$212.1K+$10.9K2026-11-05
Persium Advisors, LLC
NEW5,200—+5,200——$206.9K—2026-10-07
Certuity, LLC
NEW5,190—+5,190——$206.5K—2026-11-02
GK Wealth Management LLC
NEW2,098—+2,098——$83.5K—2026-10-09
Parallel Advisors, LLC
INCREASED1,6001,100+500+45%$41.5K$63.6K+$22.1K2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED1,5001,50000%$56.6K$59.7K+$3.1K2026-10-13
IFP Advisors, Inc
UNCHANGED1,4261,42600%$53.8K$56.7K+$2.9K2026-10-16
Farther Finance Advisors, LLC
INCREASED1,2971,077+220+20%$40.6K$51.6K+$11.0K2026-10-08
Clean Yield Group
UNCHANGED1,2001,20000%$45.3K$47.7K+$2.5K2026-10-28
Armstrong Advisory Group, Inc
UNCHANGED1,1611,16100%$43.8K$46.2K+$2.4K2026-10-09
Signaturefd, LLC
UNCHANGED1,0001,00000%$37.7K$39.8K+$2.1K2026-10-23
Nova Financial LLC
NEW750—+750——$29.8K—2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED70070000%$26.4K$27.8K+$1.4K2026-11-04
SJS Investment Consulting Inc.
UNCHANGED22722700%$8.6K$9.0K+$4662026-10-26
IFS Advisors, LLC
UNCHANGED20020000%$7.5K$8.0K+$4102026-10-14
Signature Equity Partners, LLC
INCREASED180110+70+64%$4.2K$7.2K+$3.0K2026-10-29
Lanark Financial, Inc.
DECREASED177347-170-49%$13.1K$7.0K-$6.1K2026-10-26
Highline Wealth Partners LLC
UNCHANGED15015000%$5.7K$6.0K+$3072026-10-19
Birch Financial Group, LLC
NEW129—+129——$5.1K—2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED10010000%$3.8K$4.0K+$2052026-10-09
Larson Financial Group LLC
UNCHANGED979700%$3.7K$3.9K+$1992026-11-05
Bangor Savings Bank
INCREASED6030+30+100%$1.1K$2.4K+$1.3K2026-10-06
Tradewinds Capital Management, LLC
UNCHANGED606000%$2.3K$2.4K+$1232026-10-23
Adirondack Trust Co
UNCHANGED545400%$2.0K$2.1K+$1112026-10-14
City Holding Co
UNCHANGED525200%$2.0K$2.1K+$1072026-10-19
St. Johns Investment Management Company, LLC
UNCHANGED454500%$1.7K$1.8K+$922026-10-30
Trust Co
UNCHANGED303000%$1.1K$1.2K+$612026-10-09
Essential Partners LLC
NEW24—+24——$955—2026-10-14
Jacobi Capital Management LLC
NEW20—+20——$796—2026-11-05
Aspect Partners, LLC
UNCHANGED202000%$755$796+$412026-10-20
Financial Consulate, Inc
NEW12—+12——$497—2026-10-23
Pittenger & Anderson Inc
UNCHANGED101000%$390$411+$212026-11-02
Pettinga Financial Advisors LLC
CLOSED016,407-16,407-100%$619.0K$0-$619.0K2026-10-13
Compound Planning, Inc.
CLOSED014,266-14,266-100%$538.2K$0-$538.2K2026-11-05
Fiduciary Alliance LLC
CLOSED011,830-11,830-100%$446.3K$0-$446.3K2026-10-13
Tcfg Investment Advisors, LLC
CLOSED05,464-5,464-100%$206.2K$0-$206.2K2026-10-20
Park Avenue Securities LLC
CLOSED05,345-5,345-100%$202.0K$0-$202.0K2026-10-26
Mather Group, Llc.
CLOSED01,676-1,676-100%$63.2K$0-$63.2K2026-10-14
Private Trust Co NA
CLOSED01,245-1,245-100%$47.0K$0-$47.0K2026-10-20
Solstein Capital, LLC
CLOSED0957-957-100%$36.1K$0-$36.1K2026-11-02
AdvisorNet Financial, Inc
CLOSED0900-900-100%$34.0K$0-$34.0K2026-10-15
International Assets Investment Management, LLC
CLOSED0235-235-100%$8.7K$0-$8.7K2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED095-95-100%$3.6K$0-$3.6K2026-11-04
Susquehanna International Group, LLP
N/A—1,227,457-1,227,457-100%$46.3M———
UBS Group AG
N/A—443,952-443,952-100%$16.8M———
Royal Bank of Canada
N/A—337,449-337,449-100%$12.7M———
Ameriprise Financial Inc
N/A—262,954-262,954-100%$9.9M———
Jane Street Group, LLC
N/A—173,261-173,261-100%$6.5M———
Bank of America Corp
N/A—152,699-152,699-100%$5.8M———
Group One Trading LLC
N/A—133,301-133,301-100%$5.0M———
Brookwood Investment Group LLC
N/A—120,463-120,463-100%$4.5M———
Morgan Stanley
N/A—101,589-101,589-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—82,092-82,092-100%$3.1M———
&partners
N/A—73,041-73,041-100%$2.8M———
Osaic Holdings, Inc.
N/A—71,819-71,819-100%$2.7M———
Stifel Financial Corp
N/A—68,274-68,274-100%$2.6M———
Envestnet Asset Management Inc
N/A—67,256-67,256-100%$2.5M———
Goldman Sachs Group Inc
N/A—66,297-66,297-100%$2.5M———
Proficio Capital Partners LLC
N/A—65,820-65,820-100%$2.5M———
MML Investors Services, LLC
N/A—64,877-64,877-100%$2.4M———
HighTower Advisors, LLC
N/A—64,335-64,335-100%$2.4M———
National Bank of Canada
N/A—63,125-63,125-100%$2.4M———
Brown Advisory Inc
N/A—60,000-60,000-100%$2.3M———
Knollwood Investment Advisory, LLC
N/A—54,918-54,918-100%$2.1M———
Cetera Investment Advisers
N/A—51,816-51,816-100%$2.0M———
Beacon Pointe Advisors, LLC
N/A—46,440-46,440-100%$1.8M———
HRT Financial LP
N/A—44,428-44,428-100%$1.7M———
Arax Advisory Partners
N/A—43,537-43,537-100%$1.6M———
Mariner, LLC
N/A—43,291-43,291-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—42,257-42,257-100%$1.6M———
Clare Market Investments LLC
N/A—40,480-40,480-100%$1.5M———
Manatuck Hill Partners, LLC
N/A—40,000-40,000-100%$1.5M———
Summit Financial, LLC
N/A—39,728-39,728-100%$1.5M———
Cerity Partners LLC
N/A—31,689-31,689-100%$1.2M———
Flow Traders U.S. LLC
N/A—29,442-29,442-100%$1.1M———
Exit Wealth Advisors, Llc.
N/A—25,649-25,649-100%$967.7K———
Citadel Advisors LLC
N/A—25,593-25,593-100%$965.6K———
Mainstay Capital Management LLC
N/A—19,158-19,158-100%$722.8K———
Belpointe Asset Management LLC
N/A—19,060-19,060-100%$719.1K———
BNP Paribas Financial Markets
N/A—16,196-16,196-100%$611.1K———
Whittier Trust Co
N/A—14,009-14,009-100%$530.1K———
IFG Advisory, LLC
N/A—12,713-12,713-100%$479.7K———
Lazard Asset Management LLC
N/A—10,969-10,969-100%$413.9K———
Continuum Advisory, LLC
N/A—10,181-10,181-100%$384.1K———
Advyzon Investment Management, LLC
N/A—9,689-9,689-100%$365.6K———
Focus Partners Wealth
N/A—9,009-9,009-100%$339.9K———
Bank of Montreal
N/A—8,437-8,437-100%$318.3K———
Fidelis Capital Partners, LLC
N/A—8,387-8,387-100%$316.4K———
Advisory Alpha, LLC
N/A—8,295-8,295-100%$313.0K———
Janney Montgomery Scott LLC
N/A—7,434-7,434-100%$280.0K———
NewEdge Wealth, LLC
N/A—7,070-7,070-100%$266.8K———
Tidal Investments LLC
N/A—6,732-6,732-100%$254.0K———
Mustico Financial Group, Inc.
N/A—6,567-6,567-100%$251.8K———
Summit Trail Advisors, LLC
N/A—6,513-6,513-100%$245.7K———
PFG Investments, LLC
N/A—6,247-6,247-100%$235.7K———
Main Street Financial Solutions, LLC
N/A—6,225-6,225-100%$234.9K———
Hilltop Holdings Inc.
N/A—5,690-5,690-100%$214.7K———
Permanent Capital Management, LP
N/A—5,580-5,580-100%$210.5K———
Jones Financial Companies Lllp
N/A—5,577-5,577-100%$208.2K———
Cresset Asset Management, LLC
N/A—5,356-5,356-100%$202.1K———
Wells Fargo & Company
N/A—3,057-3,057-100%$115.3K———
Strategic Wealth Partners, Ltd.
N/A—2,108-2,108-100%$79.5K———
Turim 21 Investimentos Ltda.
N/A—1,884-1,884-100%$71.1K———
Tidemark, LLC
N/A—1,764-1,764-100%$66.6K———
Global Retirement Partners, LLC
N/A—1,762-1,762-100%$66.5K———
Luminist Capital LLC
N/A—1,494-1,494-100%$56.4K———
Harbour Investments, Inc.
N/A—1,465-1,465-100%$55.3K———
Hantz Financial Services, Inc.
N/A—921-921-100%$35.0K———
Webster Bank, N. A.
N/A—850-850-100%$32.1K———
NewEdge Advisors, LLC
N/A—725-725-100%$27.4K———
SouthState Bank Corp
N/A—676-676-100%$25.5K———
BFC Planning, Inc.
N/A—540-540-100%$20.4K———
Ogorek Anthony Joseph
N/A—350-350-100%$13———
Capital Analysts, LLC
N/A—284-284-100%$11———
Smartleaf Asset Management LLC
N/A—130-130-100%$4.8K———
Rialto Wealth Management, LLC
N/A—70-70-100%$2.6K———
Tower Research Capital LLC (TRC)
N/A—61-61-100%$2.3K———
JDM Financial Group LLC
N/A—37-37-100%$1.4K———
Frazier Financial Advisors, LLC
N/A—14-14-100%$529———
Showing 157 of 157 institutions