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Vaneck Merk Gold ETF (OUNZ)

CUSIP: 921078101 | NYSE | 498 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Morton Capital Management LLC3,535,862
17.0% of portfolio›$141.1M
Asset One Wealth Management LLC783,285
2.7% of portfolio›$31.3M
Cambridge Investment Research Advisors, Inc.665,154
0.0% of portfolio›$26.5K
Wealth Enhancement Advisory Services, LLC389,786
0.0% of portfolio›$15.5M
Euro Pacific Asset Management, LLC373,925
1.3% of portfolio›$14.9M
Pekin Hardy Strauss, Inc.294,079
1.0% of portfolio›$11.7M
Solstein Capital, LLC281,284
3.9% of portfolio›$11.2M
Accordant Advisory Group Inc279,054
7.0% of portfolio›$11.1M
Security National Bank233,627
1.1% of portfolio›$9.3M
Samalin Investment Counsel, LLC175,246
2.2% of portfolio›$7.0M
PDS Planning, Inc167,778
0.4% of portfolio›$6.7M
Farther Finance Advisors, LLC160,914
0.0% of portfolio›$6.4M
Forum Financial Management, LP160,123
0.1% of portfolio›$6.4M
Capital Wealth Alliance, LLC146,258
2.5% of portfolio›$5.8M
SFG Wealth Management, Llc.139,967
2.0% of portfolio›$5.6M
MH & Associates Securities Management Corp139,505
4.9% of portfolio›$5.6M
Guild Investment Management, Inc.129,090
3.3% of portfolio›$5.2M
Oppenheimer & Co Inc120,852
0.1% of portfolio›$4.8M
Sheets Smith Wealth Management116,589
0.5% of portfolio›$4.7M
Plan Group Financial, LLC114,225
0.9% of portfolio›$4.5M
Commonwealth Equity Services, LLC110,833
0.0% of portfolio›$4.4M
Simplicity Wealth,LLC107,272
0.1% of portfolio›$4.3M
Ferguson Shapiro LLC99,661
1.2% of portfolio›$4.0M
Bucket List Wealth Management, LLC96,916
1.9% of portfolio›$3.9M
Transce3nd, LLC96,371
3.8% of portfolio›$3.8M
Lyell Wealth Management, LP85,115
0.2% of portfolio›$3.4M
Meixler Investment Management, Ltd.84,682
1.8% of portfolio›$3.4M
Accurate Wealth Management, LLC79,231
0.3% of portfolio›$3.2M
Matauro, LLC77,080
0.4% of portfolio›$3.1M
Terra Nova Asset Management LLC75,190
1.9% of portfolio›$3.0M
Atria Investments, Inc74,108
0.0% of portfolio›$3.0M
Golden State Wealth Management, LLC72,770
0.3% of portfolio›$2.9M
Creative Planning65,687
0.0% of portfolio›$2.6M
Procyon Advisors, LLC60,192
0.1% of portfolio›$2.4M
Washington Trust Advisors, Inc.58,352
0.2% of portfolio›$2.3M
Blue Line Capital, LLC / IL56,209
1.7% of portfolio›$2.2M
RDA Financial Network55,534
0.5% of portfolio›$2.2M
Castleview Partners, LLC50,506
0.9% of portfolio›$2.0M
Sigma Planning Corp47,192
0.0% of portfolio›$1.9M
HB Wealth Management, LLC46,267
0.0% of portfolio›$1.8M
HBW Advisory Services LLC43,048
0.2% of portfolio›$1.7M
USAdvisors Wealth Management, LLC43,045
0.0% of portfolio›$1.7K
Brookstone Capital Management40,968
0.0% of portfolio›$1.6M
Clear Harbor Asset Management, LLC38,730
0.1% of portfolio›$1.5M
Global Assets Advisory, LLC37,972
0.3% of portfolio›$1.5M
CWC Advisors, Llc.37,029
0.7% of portfolio›$1.5M
Sloy Dahl & Holst, LLC37,000
0.2% of portfolio›$1.5M
Walkner Condon Financial Advisors LLC34,197
0.1% of portfolio›$1.4M
Tucker Asset Management LLC33,703
0.3% of portfolio›$1.3M
DiNuzzo Private Wealth, Inc.31,140
0.1% of portfolio›$1.2M
Ascentis Independent Advisors30,388
0.1% of portfolio›$1.2M
Wespac Advisors, LLC29,464
0.6% of portfolio›$1.2M
Fagan Associates, Inc.28,535
0.1% of portfolio›$1.1M
Cascade Investment Group, Inc.27,210
0.6% of portfolio›$1.1M
Thompson Davis & Co., Inc.26,050
0.7% of portfolio›$1.0M
Pioneer Family Office, LLC24,465
0.5% of portfolio›$976.2K
Ironsides Asset Advisors, LLC23,227
0.2% of portfolio›$926.8K
Sovran Advisors, LLC22,913
0.1% of portfolio›$885.1K
Mather Group, Llc.22,184
0.0% of portfolio›$885.1K
Wealth Quarterback LLC22,103
0.3% of portfolio›$881.9K
Vise Technologies, Inc.21,655
0.0% of portfolio›$864.0K
Kestra Advisory Services, LLC20,204
0.0% of portfolio›$806.1K
BankChampaign, National Association19,941
0.7% of portfolio›$795.6K
Baker Ellis Asset Management LLC19,918
0.1% of portfolio›$794.7K
Oliver Luxxe Assets LLC19,035
0.1% of portfolio›$759.5K
Peck Wealth Management, LLC18,850
0.6% of portfolio›$752.1K
VestGen Advisors, LLC17,314
0.0% of portfolio›$690.8K
Gilpin Wealth Management, LLC16,769
0.5% of portfolio›$669.1K
First Heartland Consultants, Inc.16,510
0.0% of portfolio›$658.7K
PW Nova Financial Services LLC15,579
0.1% of portfolio›$621.6K
Fiduciary Financial Group, LLC14,945
0.1% of portfolio›$596.3K
Perigon Wealth Management, LLC13,815
0.0% of portfolio›$551.2K
Abbington Investment Group13,405
0.3% of portfolio›$534.9K
M Holdings Securities, Inc.12,491
0.0% of portfolio›$481
Apollon Wealth Management, LLC12,318
0.0% of portfolio›$491.5K
PFG Advisors12,250
0.0% of portfolio›$488.8K
Whitaker-Myers Wealth Managers, Ltd.11,896
0.1% of portfolio›$474.7K
LFA - Lugano Financial Advisors SA11,575
0.3% of portfolio›$461.8K
Davenport & Co LLC11,400
0.0% of portfolio›$454.9K
Chicago Partners Investment Group LLC11,348
0.0% of portfolio›$436.0K
Destiny Capital Corp11,076
0.2% of portfolio›$441.9K
Kingswood Wealth Advisors, LLC10,777
0.0% of portfolio›$430.0K
Sowell Financial Services LLC10,621
0.0% of portfolio›$423.8K
EverSource Wealth Advisors, LLC10,355
0.0% of portfolio›$413.2K
Abacus Planning Group, Inc.9,905
0.0% of portfolio›$395.2K
Sagespring Wealth Partners, LLC9,708
0.0% of portfolio›$387.3K
Warwick Investment Management, Inc.9,537
0.0% of portfolio›$380.5K
Beacon Bank & Trust9,298
0.1% of portfolio›$371.0K
Traphagen Investment Advisors LLC8,986
0.0% of portfolio›$358.5K
Regions Financial Corp8,868
0.0% of portfolio›$353.8K
IFP Advisors, Inc8,702
0.0% of portfolio›$347.2K
Lanark Financial, Inc.8,690
0.0% of portfolio›$346.7K
SBE LLC DBA Cedar Cove Wealth Partners8,614
0.2% of portfolio›$343.7K
Veracity Capital LLC8,406
0.1% of portfolio›$335.4K
Regent Peak Wealth Advisors LLC8,362
0.1% of portfolio›$333.6K
Wolff Wiese Magana LLC8,236
0.2% of portfolio›$328.6K
Stirlingshire Investments, Inc.8,011
0.2% of portfolio›$319.6K
Retirement Planning Group, LLC7,667
0.0% of portfolio›$305.9K
MGO One Seven LLC7,583
0.0% of portfolio›$302.6K
Synergy Asset Management, LLC7,485
0.0% of portfolio›$298.7K
CWA Asset Management Group, LLC7,478
0.0% of portfolio›$298.4K
M Wealth Management, LLC7,373
0.2% of portfolio›$294.2K
Evergreen Capital Management LLC7,355
0.0% of portfolio›$293.5K
Shelter Rock Management, LLC7,088
0.3% of portfolio›$285.0K
Morling Financial Advisors, LLC7,050
0.1% of portfolio›$281.3K
Main Street Group, LTD7,001
0.1% of portfolio›$279.3K
Lake Hills Wealth Management, LLC6,329
0.1% of portfolio›$252.5K
StoneX Group Inc.6,227
0.0% of portfolio›$248.5K
XML Financial, LLC6,090
0.0% of portfolio›$243.0K
RS Crum Inc.5,860
0.0% of portfolio›$233.8K
Parsons Capital Management Inc5,500
0.0% of portfolio›$219.5K
Bank of New York Mellon Corp5,117
0.0% of portfolio›$204.2K
DeDora Capital, Inc.3,291
0.0% of portfolio›$131.3K
Owl Creek Wealth Partners LLC3,226
0.0% of portfolio›$128.7K
Assetmark, Inc2,884
0.0% of portfolio›$115.1K
Virginia Estate & Retirement Planning Advisors Inc.2,873
0.1% of portfolio›$115.3K
Ares Financial Consulting, LLC2,762
0.1% of portfolio›$110.2K
Private Trust Co NA2,260
0.0% of portfolio›$90.2K
North Star Investment Management Corp.2,000
0.0% of portfolio›$79.8K
CoreCap Advisors, LLC1,873
0.0% of portfolio›$74.7K
Financial Network Wealth Advisors LLC1,702
0.1% of portfolio›$67.9K
Salomon & Ludwin, LLC1,489
0.0% of portfolio›$59.4K
Archer Investment Corp931
0.0% of portfolio›$37.1K
Plante Moran Financial Advisors, LLC911
0.0% of portfolio›$36.3K
Simplex Trading, LLC835
0.0% of portfolio›$33.3K
JFS Wealth Advisors, LLC816
0.0% of portfolio›$32.6K
Atwood & Palmer Inc749
0.0% of portfolio›$29.9K
Wealth Enhancement Trust Services, Inc.621
0.0% of portfolio›$24.8K
Cape Investment Advisory, Inc.511
0.0% of portfolio›$20.4K
Private Wealth Management Group, LLC500
0.0% of portfolio›$20.0K
SJS Investment Consulting Inc.500
0.0% of portfolio›$20.0K
Holos Integrated Wealth LLC500
0.0% of portfolio›$19.9K
Richardson Capital Management LLC421
0.0% of portfolio›$16.8K
Parkside Financial Bank & Trust350
0.0% of portfolio›$14.0K
Meriwether Wealth & Planning, LLC340
0.0% of portfolio›$13.6K
CX Institutional300
0.0% of portfolio›$12
Noble Wealth Management PBC226
0.0% of portfolio›$9.0K
Ascentis Wealth Management, LLC221
0.0% of portfolio›$8.8K
Parallel Advisors, LLC167
0.0% of portfolio›$6.7K
Bare Financial Services, Inc161
0.0% of portfolio›$6.4K
Balance Wealth Partners LLC118
0.0% of portfolio›$4.7K
Harbor Investment Advisory, LLC40
0.0% of portfolio›$1.6K
Hickory Point Bank & Trust29
0.0% of portfolio›$1.2K
American Capital Advisory, LLC29
0.0% of portfolio›$1.2K
Larson Financial Group LLC24
0.0% of portfolio›$958
Citigroup Inc5
0.0% of portfolio›$200
Abound Wealth Management1
0.0% of portfolio›$40
StyleTurnoverLocationFiled
Morton Capital Management LLC
3,535,862$141.1M17.0%ETFVery LowCalabasas, CA2026-10-23
Asset One Wealth Management LLC
783,285$31.3M2.7%GrowthLowBellevue, WA2026-11-02
Cambridge Investment Research Advisors, Inc.
665,154$26.5K0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
389,786$15.5M0.0%CoreLowPlymouth, MN2026-10-13
Euro Pacific Asset Management, LLC
373,925$14.9M1.3%GARPLowDorado, PR2026-11-03
Pekin Hardy Strauss, Inc.
294,079$11.7M1.0%ValueMediumChicago, IL2026-11-02
Solstein Capital, LLC
281,284$11.2M3.9%CoreLowMenlo Park, CA2026-11-02
Accordant Advisory Group Inc
279,054$11.1M7.0%ValueMediumAnnapolis, MD2026-10-29
Security National Bank
233,627$9.3M1.1%GrowthLowOmaha, NE2026-10-26
Samalin Investment Counsel, LLC
175,246$7.0M2.2%YieldMediumChappaqua, NY2026-10-23
PDS Planning, Inc
167,778$6.7M0.4%IndexVery LowDublin, OH2026-11-03
Farther Finance Advisors, LLC
160,914$6.4M0.0%IndexLowSan Francisco, CA2026-10-08
Forum Financial Management, LP
160,123$6.4M0.1%ETFLowLombard, IL2026-10-16
Capital Wealth Alliance, LLC
146,258$5.8M2.5%CoreLowScottsdale, AZ2026-10-20
SFG Wealth Management, Llc.
139,967$5.6M2.0%ETFMediumTowson, MD2026-10-23
MH & Associates Securities Management Corp
139,505$5.6M4.9%YieldLowCarlsbad, CA2026-10-30
Guild Investment Management, Inc.
129,090$5.2M3.3%GARPMediumWestlake Village, CA2026-11-03
Oppenheimer & Co Inc
120,852$4.8M0.1%CoreLowNew York, NY2026-10-26
Sheets Smith Wealth Management
116,589$4.7M0.5%CoreLowWinston-Salem, NC2026-10-16
Plan Group Financial, LLC
114,225$4.5M0.9%ETFMediumOklahoma City, OK2026-10-22
Commonwealth Equity Services, LLC
110,833$4.4M0.0%ETFLowWaltham, MA2026-11-02
Simplicity Wealth,LLC
107,272$4.3M0.1%ETFLowSummit, NJ2026-10-23
Ferguson Shapiro LLC
99,661$4.0M1.2%ETFHighDecatur, GA2026-10-16
Bucket List Wealth Management, LLC
96,916$3.9M1.9%ETFMediumThe Villages, FL2026-10-22
Transce3nd, LLC
96,371$3.8M3.8%GrowthLowBuda, TX2026-10-26
Lyell Wealth Management, LP
85,115$3.4M0.2%GrowthLowMenlo Park, CA2026-10-30
Meixler Investment Management, Ltd.
84,682$3.4M1.8%YieldMediumShow Low, AZ2026-11-03
Accurate Wealth Management, LLC
79,231$3.2M0.3%CoreMediumWesley Chapel, FL2026-10-20
Matauro, LLC
77,080$3.1M0.4%ETFLowNew York, NY2026-11-03
Terra Nova Asset Management LLC
75,190$3.0M1.9%MomentumMediumNew York, NY2026-10-13
Atria Investments, Inc
74,108$3.0M0.0%CoreMediumCharlotte, NC2026-10-15
Golden State Wealth Management, LLC
72,770$2.9M0.3%ETFMediumSanta Ana, CA2026-11-02
Creative Planning
65,687$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Procyon Advisors, LLC
60,192$2.4M0.1%CoreVery LowShelton, CT2026-10-21
Washington Trust Advisors, Inc.
58,352$2.3M0.2%GrowthLowWellesley, MA2026-10-22
Blue Line Capital, LLC / IL
56,209$2.2M1.7%GrowthHighChicago, IL2026-11-04
RDA Financial Network
55,534$2.2M0.5%GrowthMediumAkron, IA2026-10-15
Castleview Partners, LLC
50,506$2.0M0.9%CoreMediumDallas, TX2026-10-09
Sigma Planning Corp
47,192$1.9M0.0%GrowthMediumAnn Arbor, MI2026-10-23
HB Wealth Management, LLC
46,267$1.8M0.0%IndexVery LowAtlanta, GA2026-10-23
HBW Advisory Services LLC
43,048$1.7M0.2%ETFMediumSimi Valley, CA2026-10-15
USAdvisors Wealth Management, LLC
43,045$1.7K0.0%ETFLowEden Prairie, MN2026-10-21
Brookstone Capital Management
40,968$1.6M0.0%ETFMediumWheaton, IL2026-10-22
Clear Harbor Asset Management, LLC
38,730$1.5M0.1%CoreLowStamford, CT2026-11-05
Global Assets Advisory, LLC
37,972$1.5M0.3%GrowthHighOrlando, FL2026-10-28
CWC Advisors, Llc.
37,029$1.5M0.7%GARPLowLake Oswego, OR2026-10-15
Sloy Dahl & Holst, LLC
37,000$1.5M0.2%Agg GrowthVery LowVancouver, WA2026-10-14
Walkner Condon Financial Advisors LLC
34,197$1.4M0.1%ETFLowVerona, WI2026-11-02
Tucker Asset Management LLC
33,703$1.3M0.3%ETFMediumLittleton, CO2026-10-29
DiNuzzo Private Wealth, Inc.
31,140$1.2M0.1%ETFLowBeaver, PA2026-10-16
Ascentis Independent Advisors
30,388$1.2M0.1%ETFLowDallas, TX2026-11-03
Wespac Advisors, LLC
29,464$1.2M0.6%ETFHighOrinda, CA2026-10-26
Fagan Associates, Inc.
28,535$1.1M0.1%GrowthLowTroy, NY2026-10-13
Cascade Investment Group, Inc.
27,210$1.1M0.6%CoreLowColorado Springs, CO2026-10-13
Thompson Davis & Co., Inc.
26,050$1.0M0.7%CoreMediumRichmond, VA2026-11-05
Pioneer Family Office, LLC
24,465$976.2K0.5%ETFMediumNorth Miami Beach, FL2026-10-30
Ironsides Asset Advisors, LLC
23,227$926.8K0.2%ETFVery LowRocky Mount, NC2026-10-20
Sovran Advisors, LLC
22,913$885.1K0.1%ETFMediumSan Diego, CA2026-11-02
Mather Group, Llc.
22,184$885.1K0.0%ETFMediumChicago, IL2026-10-14
Wealth Quarterback LLC
22,103$881.9K0.3%ETFMediumToms River, NJ2026-10-20
Vise Technologies, Inc.
21,655$864.0K0.0%IndexLowNew York, NY2026-10-29
Kestra Advisory Services, LLC
20,204$806.1K0.0%CoreLowAustin, TX2026-11-02
BankChampaign, National Association
19,941$795.6K0.7%GrowthMediumChampaign, IL2026-10-19
Baker Ellis Asset Management LLC
19,918$794.7K0.1%GARPVery LowVancouver, WA2026-10-14
Oliver Luxxe Assets LLC
19,035$759.5K0.1%ValueMediumGladstone, NJ2026-10-14
Peck Wealth Management, LLC
18,850$752.1K0.6%ETFLowWhite Plains, NY2026-10-29
VestGen Advisors, LLC
17,314$690.8K0.0%GrowthMediumChicago, IL2026-10-27
Gilpin Wealth Management, LLC
16,769$669.1K0.5%GrowthLowDenver, CO2026-10-09
First Heartland Consultants, Inc.
16,510$658.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
PW Nova Financial Services LLC
15,579$621.6K0.1%ETFLowNewtown, PA2026-10-15
Fiduciary Financial Group, LLC
14,945$596.3K0.1%ETFLowSan Rafael, CA2026-10-13
Perigon Wealth Management, LLC
13,815$551.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Abbington Investment Group
13,405$534.9K0.3%YieldMediumWestport, CT2026-11-03
M Holdings Securities, Inc.
12,491$4810.0%ETFHighPortland, OR2026-11-03
Apollon Wealth Management, LLC
12,318$491.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
PFG Advisors
12,250$488.8K0.0%ETFMediumPhoenix, AZ2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
11,896$474.7K0.1%ETFMediumMansfield, OH2026-10-09
LFA - Lugano Financial Advisors SA
11,575$461.8K0.3%ETFLowLugano, Switzerland2026-11-03
Davenport & Co LLC
11,400$454.9K0.0%CoreMediumRichmond, VA2026-10-14
Chicago Partners Investment Group LLC
11,348$436.0K0.0%GARPLowChicago, IL2026-10-27
Destiny Capital Corp
11,076$441.9K0.2%ETFVery LowDenver, CO2026-11-03
Kingswood Wealth Advisors, LLC
10,777$430.0K0.0%GrowthLowSan Diego, CA2026-10-23
Sowell Financial Services LLC
10,621$423.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
EverSource Wealth Advisors, LLC
10,355$413.2K0.0%CoreMediumBirmingham, AL2026-11-04
Abacus Planning Group, Inc.
9,905$395.2K0.0%ETFLowColumbia, SC2026-11-02
Sagespring Wealth Partners, LLC
9,708$387.3K0.0%ETFLowFranklin, TN2026-10-22
Warwick Investment Management, Inc.
9,537$380.5K0.0%ETFLowBryan, TX2026-10-19
Beacon Bank & Trust
9,298$371.0K0.1%CoreMediumBoston, MA2026-10-27
Traphagen Investment Advisors LLC
8,986$358.5K0.0%ETFLowOradell, NJ2026-10-14
Regions Financial Corp
8,868$353.8K0.0%CoreLowBirmingham, AL2026-11-05
IFP Advisors, Inc
8,702$347.2K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
8,690$346.7K0.0%CoreMediumBirmingham, AL2026-10-26
SBE LLC DBA Cedar Cove Wealth Partners
8,614$343.7K0.2%ETFMediumBloomington, MN2026-10-15
Veracity Capital LLC
8,406$335.4K0.1%GrowthLowAtlanta, GA2026-10-08
Regent Peak Wealth Advisors LLC
8,362$333.6K0.1%GrowthLowAtlanta, GA2026-10-13
Wolff Wiese Magana LLC
8,236$328.6K0.2%GrowthLowCarslbad, CA2026-10-15
Stirlingshire Investments, Inc.
8,011$319.6K0.2%ETFMediumNew York, NY2026-11-05
Retirement Planning Group, LLC
7,667$305.9K0.0%ETFVery LowLeawood, KS2026-10-19
MGO One Seven LLC
7,583$302.6K0.0%GrowthLowBeachwood, OH2026-10-28
Synergy Asset Management, LLC
7,485$298.7K0.0%GrowthHighVancouver, WA2026-11-05
CWA Asset Management Group, LLC
7,478$298.4K0.0%CoreMediumNaples, FL2026-10-19
M Wealth Management, LLC
7,373$294.2K0.2%ETFVery LowSan Diego, CA2026-10-14
Evergreen Capital Management LLC
7,355$293.5K0.0%GARPMediumBellevue, WA2026-10-23
Shelter Rock Management, LLC
7,088$285.0K0.3%GrowthMediumJericho, NY2026-10-09
Morling Financial Advisors, LLC
7,050$281.3K0.1%ETFLowFremont, CA2026-10-28
Main Street Group, LTD
7,001$279.3K0.1%ETFMediumGlen Allen, VA2026-10-28
Lake Hills Wealth Management, LLC
6,329$252.5K0.1%ETFVery HighAustin, TX2026-10-07
StoneX Group Inc.
6,227$248.5K0.0%ETFMediumNew York, NY2026-11-03
XML Financial, LLC
6,090$243.0K0.0%ETFLowBethesda, MD2026-10-29
RS Crum Inc.
5,860$233.8K0.0%ETFVery LowNewport Beach, CA2026-10-19
Parsons Capital Management Inc
5,500$219.5K0.0%CoreLowProvidence, RI2026-10-28
Bank of New York Mellon Corp
5,117$204.2K0.0%CoreLowNew York, NY2026-11-05
DeDora Capital, Inc.
3,291$131.3K0.0%ETFVery LowNapa, CA2026-10-26
Owl Creek Wealth Partners LLC
3,226$128.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Assetmark, Inc
2,884$115.1K0.0%ETFLowConcord, CA2026-10-21
Virginia Estate & Retirement Planning Advisors Inc.
2,873$115.3K0.1%ETFLowGlen Allen, VA2026-10-14
Ares Financial Consulting, LLC
2,762$110.2K0.1%CoreLowCalabasas, CA2026-10-19
Private Trust Co NA
2,260$90.2K0.0%CoreLowCleveland, OH2026-10-20
North Star Investment Management Corp.
2,000$79.8K0.0%CoreLowChicago, IL2026-10-27
CoreCap Advisors, LLC
1,873$74.7K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Network Wealth Advisors LLC
1,702$67.9K0.1%ETFLowMurray, UT2026-10-28
Salomon & Ludwin, LLC
1,489$59.4K0.0%ETFVery LowRichmond, VA2026-10-29
Archer Investment Corp
931$37.1K0.0%CoreMediumCarmel, IN2026-11-05
Plante Moran Financial Advisors, LLC
911$36.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Simplex Trading, LLC
835$33.3K0.0%CoreVery HighChicago, IL2026-11-04
JFS Wealth Advisors, LLC
816$32.6K0.0%ETFVery LowHermitage, PA2026-11-03
Atwood & Palmer Inc
749$29.9K0.0%CoreVery LowKansas City, MO2026-10-08
Wealth Enhancement Trust Services, Inc.
621$24.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Cape Investment Advisory, Inc.
511$20.4K0.0%ETFLowMcdonough, GA2026-10-13
Private Wealth Management Group, LLC
500$20.0K0.0%ETFLowPrinceton, NJ2026-10-19
SJS Investment Consulting Inc.
500$20.0K0.0%ETFVery LowSylvania, OH2026-10-26
Holos Integrated Wealth LLC
500$19.9K0.0%ETFLowKennett Square, PA2026-10-23
Richardson Capital Management LLC
421$16.8K0.0%ETFLowMenomonee Falls, WI2026-10-23
Parkside Financial Bank & Trust
350$14.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Meriwether Wealth & Planning, LLC
340$13.6K0.0%ETFMediumMinden, LA2026-10-13
CX Institutional
300$120.0%CoreMediumAuburn, IN2026-10-02
Noble Wealth Management PBC
226$9.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Ascentis Wealth Management, LLC
221$8.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Parallel Advisors, LLC
167$6.7K0.0%IndexLowSan Francisco, CA2026-11-03
Bare Financial Services, Inc
161$6.4K0.0%ETFVery LowGap, PA2026-11-04
Balance Wealth Partners LLC
118$4.7K0.0%ETFMediumWorthington, OH2026-10-27
Harbor Investment Advisory, LLC
40$1.6K0.0%GrowthLowLutherville, MD2026-10-13
Hickory Point Bank & Trust
29$1.2K0.0%CoreVery LowDecatur, IL2026-10-01
American Capital Advisory, LLC
29$1.2K0.0%ETFLowKetchum, ID2026-10-28
Larson Financial Group LLC
24$9580.0%GrowthLowSt Louis, MO2026-11-05
Citigroup Inc
5$2000.0%CoreMediumNew York, NY2026-11-04
Abound Wealth Management
1$400.0%ETFVery LowFranklin, TN2026-10-26