IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vaneck BDC Income ETF (BIZD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares4,104,428 from 3,893,116
Change+211,312 (+5%)
Value$53.2M (+$3.9M)
Filed 2026-10-29
Generali Asset Management SPA SGR
UNCHANGED
Shares2,200,000 from 2,200,000
Change0 (0%)
Value$28.4M (+$506.0K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares1,599,804 from 1,425,744
Change+174,060 (+12%)
Value$20.6M (+$2.6M)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares1,098,301 from 1,033,780
Change+64,521 (+6%)
Value$14.2M (+$1.1M)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
NEW
Shares604,348
Change+604,348
Value$7.8M
Filed 2026-10-09
Parkside Investments, LLC
NEW
Shares596,041
Change+596,041
Value$7.7M
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares438,846 from 457,091
Change-18,245 (-4%)
Value$5.7M (-$130.0K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED
Shares390,975 from 421,475
Change-30,500 (-7%)
Value$5.0M (-$296.2K)
Filed 2026-10-27
Maia Wealth LLC
DECREASED
Shares381,407 from 386,935
Change-5,528 (-1%)
Value$4.9M (+$17.7K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares361,032 from 229,246
Change+131,786 (+57%)
Value$4.7M (+$1.8M)
Filed 2026-11-04
Garner Asset Management Corp
INCREASED
Shares322,753 from 280,004
Change+42,749 (+15%)
Value$3.8M (+$287.1K)
Filed 2026-10-30
Samalin Investment Counsel, LLC
INCREASED
Shares281,875 from 216,774
Change+65,101 (+30%)
Value$3.6M (+$889.0K)
Filed 2026-10-23
QTR Family Wealth, LLC
NEW
Shares270,128
Change+270,128
Value$3.5M
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares268,015 from 263,632
Change+4,383 (+2%)
Value$3.5M (+$117.1K)
Filed 2026-10-20
J.Safra Asset Management Corp
INCREASED
Shares257,098 from 231,406
Change+25,692 (+11%)
Value$3.3M (+$384.4K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares245,318 from 205,600
Change+39,718 (+19%)
Value$3.0M (+$382.6K)
Filed 2026-10-09
Measured Risk Portfolios, Inc.
INCREASED
Shares188,011 from 183,546
Change+4,465 (+2%)
Value$2.4M (+$99.8K)
Filed 2026-10-21
Financial Management Network Inc
DECREASED
Shares183,787 from 184,522
Change-735 (0%)
Value$2.3M (-$82.9K)
Filed 2026-10-09
Ferguson Shapiro LLC
INCREASED
Shares180,609 from 174,640
Change+5,969 (+3%)
Value$2.3M (+$117.1K)
Filed 2026-10-16
Paller Financial Services Inc
INCREASED
Shares176,102 from 130,672
Change+45,430 (+35%)
Value$2.3M (+$615.6K)
Filed 2026-10-13
Alpha Wealth Funds, LLC
DECREASED
Shares161,378 from 168,231
Change-6,853 (-4%)
Value$2.1M (-$49.6K)
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares160,520 from 133,891
Change+26,629 (+20%)
Value$2.1K (-$1.7M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares160,331 from 174,920
Change-14,589 (-8%)
Value$2.1K (-$2.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares151,391 from 153,888
Change-2,497 (-2%)
Value$2.0M (+$3.2K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares148,302 from 152,219
Change-3,917 (-3%)
Value$1.8M (-$97.3K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares144,633 from 103,460
Change+41,173 (+40%)
Value$1.9M (+$554.5K)
Filed 2026-11-03
Haven Private, LLC
DECREASED
Shares141,220 from 246,918
Change-105,698 (-43%)
Value$1.8M (-$1.3M)
Filed 2026-10-27
Simplicity Wealth,LLC
INCREASED
Shares139,940 from 54,895
Change+85,045 (+155%)
Value$1.8M (+$1.1M)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
UNCHANGED
Shares135,672 from 135,672
Change0 (0%)
Value$1.7M (+$31.2K)
Filed 2026-11-05
Gibbs Wealth Management
INCREASED
Shares133,740 from 127,299
Change+6,441 (+5%)
Value$1.7M (+$112.3K)
Filed 2026-10-22
Cascade Investment Group, Inc.
INCREASED
Shares129,950 from 116,375
Change+13,575 (+12%)
Value$1.7M (+$201.7K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares129,009 from 111,877
Change+17,132 (+15%)
Value$1.7M (+$246.6K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares125,019 from 132,951
Change-7,932 (-6%)
Value$1.6M (-$71.7K)
Filed 2026-11-02
GFS Advisors, LLC
UNCHANGED
Shares121,000 from 121,000
Change0 (0%)
Value$1.6M (+$1.5M)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares116,098 from 156,776
Change-40,678 (-26%)
Value$1.5M (-$488.3K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares105,763 from 167,250
Change-61,487 (-37%)
Value$1.4M (-$754.1K)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
INCREASED
Shares96,992 from 95,101
Change+1,891 (+2%)
Value$1.3M (+$46.2K)
Filed 2026-10-09
Howard Wealth Management, LLC
UNCHANGED
Shares96,570 from 96,570
Change0 (0%)
Value$1.2M (+$22.2K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares95,354 from 94,625
Change+729 (+1%)
Value$1.2M (+$31.2K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares92,841 from 156,483
Change-63,642 (-41%)
Value$1.2M (-$784.4K)
Filed 2026-10-30
American Capital Advisory, LLC
UNCHANGED
Shares82,000 from 82,000
Change0 (0%)
Value$1.1M (+$18.9K)
Filed 2026-10-28
Cordoba Advisory Partners LLC
INCREASED
Shares77,518 from 76,064
Change+1,454 (+2%)
Value$999.2K (+$36.2K)
Filed 2026-10-19
Albion Financial Group
INCREASED
Shares76,882 from 75,481
Change+1,401 (+2%)
Value$991.0K (+$35.4K)
Filed 2026-10-21
Adams Asset Advisors, LLC
INCREASED
Shares70,831 from 62,579
Change+8,252 (+13%)
Value$913.0K (+$120.8K)
Filed 2026-10-08
Advisory Advocates, LLC
DECREASED
Shares70,520 from 72,020
Change-1,500 (-2%)
Value$909.0K (-$2.8K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares68,546 from 62,809
Change+5,737 (+9%)
Value$883.6K (+$88.4K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
DECREASED
Shares59,991 from 75,031
Change-15,040 (-20%)
Value$773.3K (-$187.1K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares49,761 from 28,859
Change+20,902 (+72%)
Value$641.4K (+$276.1K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares49,683 from 94,714
Change-45,031 (-48%)
Value$640.4K (-$558.7K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
DECREASED
Shares47,283 from 51,507
Change-4,224 (-8%)
Value$609.5K (-$42.6K)
Filed 2026-10-21
Endowment Wealth Management, Inc.
INCREASED
Shares47,248 from 33,814
Change+13,434 (+40%)
Value$609.0K (+$180.9K)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
INCREASED
Shares44,466 from 40,763
Change+3,703 (+9%)
Value$573.2K (+$57.1K)
Filed 2026-10-14
Certuity, LLC
NEW
Shares41,300
Change+41,300
Value$532.4K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares40,539 from 43,091
Change-2,552 (-6%)
Value$493.4K (-$47.4K)
Filed 2026-10-13
Scheeler Financial LLC
NEW
Shares40,452
Change+40,452
Value$521.4K
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares36,569 from 33,943
Change+2,626 (+8%)
Value$471.4K (+$41.6K)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares36,514 from 36,416
Change+98 (+0%)
Value$471 (-$460.5K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
DECREASED
Shares35,954 from 38,924
Change-2,970 (-8%)
Value$463.4K (-$29.3K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares29,691 from 27,023
Change+2,668 (+10%)
Value$382.7K (+$40.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares29,331
Change+29,331
Value$378.1K
Filed 2026-10-16
Symphony Financial, Ltd. Co.
DECREASED
Shares26,611 from 27,711
Change-1,100 (-4%)
Value$345.7K (-$5.3K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares26,475 from 63,629
Change-37,154 (-58%)
Value$341.3K (-$464.3K)
Filed 2026-10-30
Epiq Partners, LLC
DECREASED
Shares26,327 from 39,893
Change-13,566 (-34%)
Value$339.4K (-$165.7K)
Filed 2026-10-07
Tortuga Wealth Management, Inc
DECREASED
Shares25,043 from 26,503
Change-1,460 (-6%)
Value$323.0K (-$12.5K)
Filed 2026-10-27
Sterling Group Wealth Management, LLC
DECREASED
Shares24,525 from 26,559
Change-2,034 (-8%)
Value$316.1K (-$20.1K)
Filed 2026-11-03
Beacon Financial Advisory LLC
DECREASED
Shares22,347 from 23,847
Change-1,500 (-6%)
Value$288.1K (-$13.8K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares21,378 from 26,958
Change-5,580 (-21%)
Value$275.6K (-$65.7K)
Filed 2026-11-04
Apeiron RIA LLC
DECREASED
Shares21,089 from 22,056
Change-967 (-4%)
Value$262.8K (-$16.5K)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares20,848 from 20,646
Change+202 (+1%)
Value$268.7K (+$7.4K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED
Shares20,054 from 20,054
Change0 (0%)
Value$256.7K ($0)
Filed 2026-10-26
Integrity Alliance, Llc.
NEW
Shares19,890
Change+19,890
Value$256.4K
Filed 2026-10-29
Morling Financial Advisors, LLC
INCREASED
Shares19,795 from 19,421
Change+374 (+2%)
Value$255.2K (+$9.3K)
Filed 2026-10-28
Bellecapital International Ltd.
INCREASED
Shares18,868 from 6,212
Change+12,656 (+204%)
Value$243.2K (+$164.6K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares17,747 from 22,718
Change-4,971 (-22%)
Value$228.8K (-$58.9K)
Filed 2026-11-05
DKM Wealth Management, Inc.
UNCHANGED
Shares15,900 from 15,900
Change0 (0%)
Value$205.0K (+$3.7K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares15,001 from 11,710
Change+3,291 (+28%)
Value$192.9K (+$39.3K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
INCREASED
Shares14,957 from 14,895
Change+62 (+0%)
Value$192.8K (+$4.2K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares14,681 from 14,177
Change+504 (+4%)
Value$189.2K (+$9.8K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares14,584 from 14,584
Change0 (0%)
Value$188.0K (+$3.4K)
Filed 2026-11-03
NWF Advisory Services Inc.
NEW
Shares13,571
Change+13,571
Value$174.9K
Filed 2026-10-19
Global Wealth Strategies & Associates
UNCHANGED
Shares13,541 from 13,541
Change0 (0%)
Value$174.5K (+$3.1K)
Filed 2026-10-02
Mather Group, Llc.
INCREASED
Shares13,467 from 13,338
Change+129 (+1%)
Value$173.6K (+$4.7K)
Filed 2026-10-14
Norden Group LLC
INCREASED
Shares13,237 from 11,553
Change+1,684 (+15%)
Value$170.6K (+$24.4K)
Filed 2026-10-20
Simplex Trading, LLC
DECREASED
Shares13,019 from 52,358
Change-39,339 (-75%)
Value$167.8K (-$495.0K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
NEW
Shares12,630
Change+12,630
Value$162.8K
Filed 2026-10-21
Great Waters Wealth Management
UNCHANGED
Shares12,186 from 12,186
Change0 (0%)
Value$157.1K (+$2.8K)
Filed 2026-10-07
United Advisor Group, LLC
UNCHANGED
Shares12,160 from 12,160
Change0 (0%)
Value$156.7K (+$2.8K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares11,011 from 11,011
Change0 (0%)
Value$141.9K (+$2.5K)
Filed 2026-10-30
Trust Point Inc.
NEW
Shares11,000
Change+11,000
Value$141.8K
Filed 2026-10-27
Hicks Capital Management LLC
UNCHANGED
Shares10,386 from 10,386
Change0 (0%)
Value$131.5K ($0)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares10,203 from 15,026
Change-4,823 (-32%)
Value$131.5K (-$58.7K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$128.9K (+$2.3K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares9,496 from 1,200
Change+8,296 (+691%)
Value$122.4K (+$107.2K)
Filed 2026-11-04
First Premier Bank
DECREASED
Shares8,980 from 14,847
Change-5,867 (-40%)
Value$116 (-$72)
Filed 2026-10-13
Triumph Capital Management
DECREASED
Shares8,106 from 8,396
Change-290 (-3%)
Value$104.5K (-$1.8K)
Filed 2026-10-14
Activest Wealth Management
DECREASED
Shares7,905 from 22,562
Change-14,657 (-65%)
Value$101.9K (-$183.7K)
Filed 2026-10-15
GK Wealth Management LLC
DECREASED
Shares5,880 from 16,008
Change-10,128 (-63%)
Value$75.8K (-$126.9K)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares5,660
Change+5,660
Value$73.0K
Filed 2026-10-27
EPG Wealth Management LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$58.0K (+$1.0K)
Filed 2026-11-03
Register Financial Advisors LLC
DECREASED
Shares4,150 from 4,870
Change-720 (-15%)
Value$53.5K (-$8.2K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares3,928 from 3,136
Change+792 (+25%)
Value$50.6K (+$10.9K)
Filed 2026-10-16
Asset Planning,Inc
NEW
Shares3,800
Change+3,800
Value$49.0K
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$41.2K (+$736)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
DECREASED
Shares2,916 from 3,396
Change-480 (-14%)
Value$37.6K (-$5.4K)
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$29.0K (+$518)
Filed 2026-10-22
Nfsg Corp
INCREASED
Shares2,167 from 2,126
Change+41 (+2%)
Value$27.9K (+$1.0K)
Filed 2026-10-15
Aspect Partners, LLC
INCREASED
Shares1,025 from 1,006
Change+19 (+2%)
Value$13.2K (+$479)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares930 from 3,469
Change-2,539 (-73%)
Value$12.0K (-$31.9K)
Filed 2026-10-08
Salomon & Ludwin, LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$11.8K (+$321)
Filed 2026-10-29
PFS Partners, LLC
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$7.6K (+$136)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares541 from 545
Change-4 (-1%)
Value$7.0K (+$73)
Filed 2026-10-20
TD Waterhouse Canada Inc.
NEW
Shares500
Change+500
Value$6.2K
Filed 2026-10-16
Kentucky Trust Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.4K (+$115)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares466
Change+466
Value$6.0K
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$5.1K (+$92)
Filed 2026-10-26
Cullen T Bankers, Inc.
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$4.8K (+$85)
Filed 2026-10-28
Highline Wealth Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.9K (+$69)
Filed 2026-10-19
Whipplewood Advisors, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$2.6K (+$47)
Filed 2026-10-20
Nvwm, LLC
INCREASED
Shares200 from 197
Change+3 (+2%)
Value$2.6K (+$94)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares188
Change+188
Value$2.4K
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares181 from 93
Change+88 (+95%)
Value$2.3K (+$1.2K)
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares178 from 176
Change+2 (+1%)
Value$2.3K (+$63)
Filed 2026-10-29
Key Capital Management, Inc
DECREASED
Shares144 from 145
Change-1 (-1%)
Value$1.9K (+$20)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$967 (+$17)
Filed 2026-10-16
NBT Bank, N.A.
INCREASED
Shares70 from 68
Change+2 (+3%)
Value$899 (+$32)
Filed 2026-10-21
Citizens National Bank Trust Department
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$645 (+$12)
Filed 2026-11-04
Angeles Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$206 (+$3)
Filed 2026-10-26
Future Financial Wealth Managment LLC
CLOSED
Shares0 from 109,209
Change-109,209 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-15
Grange Capital, LLC
CLOSED
Shares0 from 61,445
Change-61,445 (-100%)
Value$0 (-$777.9K)
Filed 2026-10-20
Jefferies Financial Group Inc.
CLOSED
Shares0 from 39,540
Change-39,540 (-100%)
Value$0 (-$500.6K)
Filed 2026-11-05
Imc-Chicago, LLC
CLOSED
Shares0 from 38,177
Change-38,177 (-100%)
Value$0 (-$483.3K)
Filed 2026-11-05
James Investment Research, Inc.
CLOSED
Shares0 from 33,583
Change-33,583 (-100%)
Value$0 (-$425.2K)
Filed 2026-10-22
Wealthcare Capital Management LLC
CLOSED
Shares0 from 11,083
Change-11,083 (-100%)
Value$0 (-$140.3K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$82.3K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,030
Change-3,030 (-100%)
Value$0 (-$38.4K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,485
Change-2,485 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-15
Obsidian CIO, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$405)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 10,327,075
Change-10,327,075 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,539,758
Change-8,539,758 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,848,569
Change-3,848,569 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,861,929
Change-2,861,929 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 1,907,532
Change-1,907,532 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,245,846
Change-1,245,846 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 1,204,459
Change-1,204,459 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 738,897
Change-738,897 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 643,796
Change-643,796 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 544,936
Change-544,936 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 543,391
Change-543,391 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 491,164
Change-491,164 (-100%)
Value—
UBS Group AG
N/A
Shares— from 476,152
Change-476,152 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 463,773
Change-463,773 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 458,287
Change-458,287 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 441,761
Change-441,761 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 441,601
Change-441,601 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 430,954
Change-430,954 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 426,511
Change-426,511 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 376,719
Change-376,719 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 330,887
Change-330,887 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 319,095
Change-319,095 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 312,400
Change-312,400 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 289,124
Change-289,124 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 286,357
Change-286,357 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 274,631
Change-274,631 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 256,723
Change-256,723 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 243,900
Change-243,900 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 237,446
Change-237,446 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 234,146
Change-234,146 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 230,555
Change-230,555 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 221,304
Change-221,304 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 214,125
Change-214,125 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 174,697
Change-174,697 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 149,758
Change-149,758 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 148,232
Change-148,232 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 136,141
Change-136,141 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 133,377
Change-133,377 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 133,174
Change-133,174 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 132,163
Change-132,163 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 128,705
Change-128,705 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 126,844
Change-126,844 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 123,645
Change-123,645 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 111,632
Change-111,632 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 110,807
Change-110,807 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 97,318
Change-97,318 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 96,593
Change-96,593 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 93,313
Change-93,313 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 93,269
Change-93,269 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 93,268
Change-93,268 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 89,888
Change-89,888 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 89,003
Change-89,003 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 86,579
Change-86,579 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 85,685
Change-85,685 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 83,530
Change-83,530 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 78,300
Change-78,300 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 76,820
Change-76,820 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 75,705
Change-75,705 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 68,800
Change-68,800 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 66,229
Change-66,229 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 65,210
Change-65,210 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 64,987
Change-64,987 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 64,619
Change-64,619 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 61,986
Change-61,986 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 58,418
Change-58,418 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 55,810
Change-55,810 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 52,824
Change-52,824 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 52,394
Change-52,394 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 51,638
Change-51,638 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 47,647
Change-47,647 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 47,600
Change-47,600 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 47,472
Change-47,472 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 47,025
Change-47,025 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 45,184
Change-45,184 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 45,016
Change-45,016 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 41,500
Change-41,500 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 41,221
Change-41,221 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 40,561
Change-40,561 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 39,283
Change-39,283 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 34,544
Change-34,544 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 34,440
Change-34,440 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 34,380
Change-34,380 (-100%)
Value—
Stephens Inc
N/A
Shares— from 32,600
Change-32,600 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 31,707
Change-31,707 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,498
Change-31,498 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 30,959
Change-30,959 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 29,794
Change-29,794 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 28,099
Change-28,099 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,699
Change-26,699 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 25,630
Change-25,630 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 21,277
Change-21,277 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 21,248
Change-21,248 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 20,266
Change-20,266 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 19,301
Change-19,301 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 18,566
Change-18,566 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,884
Change-17,884 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,794
Change-17,794 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 17,710
Change-17,710 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 17,292
Change-17,292 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,875
Change-16,875 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,695
Change-16,695 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 15,812
Change-15,812 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 15,424
Change-15,424 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 13,396
Change-13,396 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,098
Change-13,098 (-100%)
Value—
&partners
N/A
Shares— from 12,497
Change-12,497 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,055
Change-12,055 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 11,976
Change-11,976 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 11,230
Change-11,230 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,129
Change-10,129 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 910
Change-910 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 910
Change-910 (-100%)
Value—
FMR LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 475
Change-475 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 151
Change-151 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Bank Julius Baer & Co. Ltd, Zurich
INCREASED4,104,4283,893,116+211,312+5%$49.3M$53.2M+$3.9M2026-10-29
Generali Asset Management SPA SGR
UNCHANGED2,200,0002,200,00000%$27.9M$28.4M+$506.0K2026-10-26
Apollon Wealth Management, LLC
INCREASED1,599,8041,425,744+174,060+12%$18.0M$20.6M+$2.6M2026-10-23
Amplius Wealth Advisors, LLC
INCREASED1,098,3011,033,780+64,521+6%$13.1M$14.2M+$1.1M2026-10-20
Market Street Wealth Management Advisors LLC
NEW604,348—+604,348——$7.8M—2026-10-09
Parkside Investments, LLC
NEW596,041—+596,041——$7.7M—2026-10-20
MGO One Seven LLC
DECREASED438,846457,091-18,245-4%$5.8M$5.7M-$130.0K2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED390,975421,475-30,500-7%$5.3M$5.0M-$296.2K2026-10-27
Maia Wealth LLC
DECREASED381,407386,935-5,528-1%$4.9M$4.9M+$17.7K2026-10-19
Lido Advisors, LLC
INCREASED361,032229,246+131,786+57%$2.9M$4.7M+$1.8M2026-11-04
Garner Asset Management Corp
INCREASED322,753280,004+42,749+15%$3.6M$3.8M+$287.1K2026-10-30
Samalin Investment Counsel, LLC
INCREASED281,875216,774+65,101+30%$2.7M$3.6M+$889.0K2026-10-23
QTR Family Wealth, LLC
NEW270,128—+270,128——$3.5M—2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED268,015263,632+4,383+2%$3.3M$3.5M+$117.1K2026-10-20
J.Safra Asset Management Corp
INCREASED257,098231,406+25,692+11%$2.9M$3.3M+$384.4K2026-11-03
Sound Income Strategies, LLC
INCREASED245,318205,600+39,718+19%$2.6M$3.0M+$382.6K2026-10-09
Measured Risk Portfolios, Inc.
INCREASED188,011183,546+4,465+2%$2.3M$2.4M+$99.8K2026-10-21
Financial Management Network Inc
DECREASED183,787184,522-7350%$2.3M$2.3M-$82.9K2026-10-09
Ferguson Shapiro LLC
INCREASED180,609174,640+5,969+3%$2.2M$2.3M+$117.1K2026-10-16
Paller Financial Services Inc
INCREASED176,102130,672+45,430+35%$1.7M$2.3M+$615.6K2026-10-13
Alpha Wealth Funds, LLC
DECREASED161,378168,231-6,853-4%$2.1M$2.1M-$49.6K2026-11-05
Wedbush Securities Inc
INCREASED160,520133,891+26,629+20%$1.7M$2.1K-$1.7M2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED160,331174,920-14,589-8%$2.2M$2.1K-$2.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED151,391153,888-2,497-2%$1.9M$2.0M+$3.2K2026-11-02
International Assets Investment Management, LLC
DECREASED148,302152,219-3,917-3%$1.9M$1.8M-$97.3K2026-11-02
HUB Investment Partners, LLC
INCREASED144,633103,460+41,173+40%$1.3M$1.9M+$554.5K2026-11-03
Haven Private, LLC
DECREASED141,220246,918-105,698-43%$3.1M$1.8M-$1.3M2026-10-27
Simplicity Wealth,LLC
INCREASED139,94054,895+85,045+155%$695.0K$1.8M+$1.1M2026-10-23
J.W. Cole Advisors, Inc.
UNCHANGED135,672135,67200%$1.7M$1.7M+$31.2K2026-11-05
Gibbs Wealth Management
INCREASED133,740127,299+6,441+5%$1.6M$1.7M+$112.3K2026-10-22
Cascade Investment Group, Inc.
INCREASED129,950116,375+13,575+12%$1.5M$1.7M+$201.7K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED129,009111,877+17,132+15%$1.4M$1.7M+$246.6K2026-10-23
Creative Planning
DECREASED125,019132,951-7,932-6%$1.7M$1.6M-$71.7K2026-11-02
GFS Advisors, LLC
UNCHANGED121,000121,00000%$56.8K$1.6M+$1.5M2026-11-03
Kestra Advisory Services, LLC
DECREASED116,098156,776-40,678-26%$2.0M$1.5M-$488.3K2026-11-02
Independent Financial Group, LLC
DECREASED105,763167,250-61,487-37%$2.1M$1.4M-$754.1K2026-10-13
Investment Partners Asset Management, Inc.
INCREASED96,99295,101+1,891+2%$1.2M$1.3M+$46.2K2026-10-09
Howard Wealth Management, LLC
UNCHANGED96,57096,57000%$1.2M$1.2M+$22.2K2026-10-28
Oppenheimer & Co Inc
INCREASED95,35494,625+729+1%$1.2M$1.2M+$31.2K2026-10-26
Truist Financial Corp
DECREASED92,841156,483-63,642-41%$2.0M$1.2M-$784.4K2026-10-30
American Capital Advisory, LLC
UNCHANGED82,00082,00000%$1.0M$1.1M+$18.9K2026-10-28
Cordoba Advisory Partners LLC
INCREASED77,51876,064+1,454+2%$963.0K$999.2K+$36.2K2026-10-19
Albion Financial Group
INCREASED76,88275,481+1,401+2%$955.6K$991.0K+$35.4K2026-10-21
Adams Asset Advisors, LLC
INCREASED70,83162,579+8,252+13%$792.3K$913.0K+$120.8K2026-10-08
Advisory Advocates, LLC
DECREASED70,52072,020-1,500-2%$911.8K$909.0K-$2.8K2026-11-05
Lanark Financial, Inc.
INCREASED68,54662,809+5,737+9%$795.2K$883.6K+$88.4K2026-10-26
SAX Wealth Advisors, LLC
DECREASED59,99175,031-15,040-20%$960.4K$773.3K-$187.1K2026-10-13
Larson Financial Group LLC
INCREASED49,76128,859+20,902+72%$365.4K$641.4K+$276.1K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED49,68394,714-45,031-48%$1.2M$640.4K-$558.7K2026-10-30
Wealthcare Advisory Partners LLC
DECREASED47,28351,507-4,224-8%$652.1K$609.5K-$42.6K2026-10-21
Endowment Wealth Management, Inc.
INCREASED47,24833,814+13,434+40%$428.1K$609.0K+$180.9K2026-11-03
Discipline Wealth Solutions, LLC
INCREASED44,46640,763+3,703+9%$516.1K$573.2K+$57.1K2026-10-14
Certuity, LLC
NEW41,300—+41,300——$532.4K—2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED40,53943,091-2,552-6%$540.8K$493.4K-$47.4K2026-10-13
Scheeler Financial LLC
NEW40,452—+40,452——$521.4K—2026-10-13
Farther Finance Advisors, LLC
INCREASED36,56933,943+2,626+8%$429.7K$471.4K+$41.6K2026-10-08
Park Avenue Securities LLC
INCREASED36,51436,416+98+0%$461.0K$471-$460.5K2026-10-26
Daymark Wealth Partners, LLC
DECREASED35,95438,924-2,970-8%$492.8K$463.4K-$29.3K2026-11-04
Rossby Financial, LCC
INCREASED29,69127,023+2,668+10%$342.1K$382.7K+$40.6K2026-11-05
Concurrent Investment Advisors, LLC
NEW29,331—+29,331——$378.1K—2026-10-16
Symphony Financial, Ltd. Co.
DECREASED26,61127,711-1,100-4%$351.1K$345.7K-$5.3K2026-10-22
Spire Wealth Management
DECREASED26,47563,629-37,154-58%$805.5K$341.3K-$464.3K2026-10-30
Epiq Partners, LLC
DECREASED26,32739,893-13,566-34%$505.0K$339.4K-$165.7K2026-10-07
Tortuga Wealth Management, Inc
DECREASED25,04326,503-1,460-6%$335.5K$323.0K-$12.5K2026-10-27
Sterling Group Wealth Management, LLC
DECREASED24,52526,559-2,034-8%$336.2K$316.1K-$20.1K2026-11-03
Beacon Financial Advisory LLC
DECREASED22,34723,847-1,500-6%$301.9K$288.1K-$13.8K2026-10-16
Visionary Wealth Advisors
DECREASED21,37826,958-5,580-21%$341.3K$275.6K-$65.7K2026-11-04
Apeiron RIA LLC
DECREASED21,08922,056-967-4%$279.2K$262.8K-$16.5K2026-10-08
HB Wealth Management, LLC
INCREASED20,84820,646+202+1%$261.4K$268.7K+$7.4K2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED20,05420,05400%$256.7K$256.7K$02026-10-26
Integrity Alliance, Llc.
NEW19,890—+19,890——$256.4K—2026-10-29
Morling Financial Advisors, LLC
INCREASED19,79519,421+374+2%$245.9K$255.2K+$9.3K2026-10-28
Bellecapital International Ltd.
INCREASED18,8686,212+12,656+204%$78.6K$243.2K+$164.6K2026-10-21
Fifth Third Bancorp
DECREASED17,74722,718-4,971-22%$287.6K$228.8K-$58.9K2026-11-05
DKM Wealth Management, Inc.
UNCHANGED15,90015,90000%$201.3K$205.0K+$3.7K2026-10-09
StoneX Group Inc.
INCREASED15,00111,710+3,291+28%$153.6K$192.9K+$39.3K2026-11-03
Valtinson Bruner Financial Planning LLC
INCREASED14,95714,895+62+0%$188.6K$192.8K+$4.2K2026-11-02
US Bancorp \de\
INCREASED14,68114,177+504+4%$179.5K$189.2K+$9.8K2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED14,58414,58400%$184.6K$188.0K+$3.4K2026-11-03
NWF Advisory Services Inc.
NEW13,571—+13,571——$174.9K—2026-10-19
Global Wealth Strategies & Associates
UNCHANGED13,54113,54100%$171.4K$174.5K+$3.1K2026-10-02
Mather Group, Llc.
INCREASED13,46713,338+129+1%$168.9K$173.6K+$4.7K2026-10-14
Norden Group LLC
INCREASED13,23711,553+1,684+15%$146.3K$170.6K+$24.4K2026-10-20
Simplex Trading, LLC
DECREASED13,01952,358-39,339-75%$662.9K$167.8K-$495.0K2026-11-04
Axxcess Wealth Management, LLC
NEW12,630—+12,630——$162.8K—2026-10-21
Great Waters Wealth Management
UNCHANGED12,18612,18600%$154.3K$157.1K+$2.8K2026-10-07
United Advisor Group, LLC
UNCHANGED12,16012,16000%$153.9K$156.7K+$2.8K2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED11,01111,01100%$139.4K$141.9K+$2.5K2026-10-30
Trust Point Inc.
NEW11,000—+11,000——$141.8K—2026-10-27
Hicks Capital Management LLC
UNCHANGED10,38610,38600%$131.5K$131.5K$02026-10-20
Flagship Harbor Advisors, LLC
DECREASED10,20315,026-4,823-32%$190.2K$131.5K-$58.7K2026-10-26
Gilman Hill Asset Management, LLC
UNCHANGED10,00010,00000%$126.6K$128.9K+$2.3K2026-10-13
Creative Financial Designs Inc
INCREASED9,4961,200+8,296+691%$15.2K$122.4K+$107.2K2026-11-04
First Premier Bank
DECREASED8,98014,847-5,867-40%$188$116-$722026-10-13
Triumph Capital Management
DECREASED8,1068,396-290-3%$106.3K$104.5K-$1.8K2026-10-14
Activest Wealth Management
DECREASED7,90522,562-14,657-65%$285.6K$101.9K-$183.7K2026-10-15
GK Wealth Management LLC
DECREASED5,88016,008-10,128-63%$202.7K$75.8K-$126.9K2026-10-09
Latitude Advisors, LLC
NEW5,660—+5,660——$73.0K—2026-10-27
EPG Wealth Management LLC
UNCHANGED4,5004,50000%$57.0K$58.0K+$1.0K2026-11-03
Register Financial Advisors LLC
DECREASED4,1504,870-720-15%$61.7K$53.5K-$8.2K2026-10-23
IFP Advisors, Inc
INCREASED3,9283,136+792+25%$39.7K$50.6K+$10.9K2026-10-16
Asset Planning,Inc
NEW3,800—+3,800——$49.0K—2026-10-26
Bokf, NA
UNCHANGED3,2003,20000%$40.5K$41.2K+$7362026-10-27
Financial Network Wealth Advisors LLC
DECREASED2,9163,396-480-14%$43.0K$37.6K-$5.4K2026-10-28
Barrett & Company, Inc.
UNCHANGED2,2502,25000%$28.5K$29.0K+$5182026-10-22
Nfsg Corp
INCREASED2,1672,126+41+2%$26.9K$27.9K+$1.0K2026-10-15
Aspect Partners, LLC
INCREASED1,0251,006+19+2%$12.7K$13.2K+$4792026-10-20
CoreCap Advisors, LLC
DECREASED9303,469-2,539-73%$43.9K$12.0K-$31.9K2026-10-08
Salomon & Ludwin, LLC
UNCHANGED91791700%$11.5K$11.8K+$3212026-10-29
PFS Partners, LLC
UNCHANGED58958900%$7.5K$7.6K+$1362026-10-21
Private Trust Co NA
DECREASED541545-4-1%$6.9K$7.0K+$732026-10-20
TD Waterhouse Canada Inc.
NEW500—+500——$6.2K—2026-10-16
Kentucky Trust Co
UNCHANGED50050000%$6.3K$6.4K+$1152026-10-15
Jacobi Capital Management LLC
NEW466—+466——$6.0K—2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED39839800%$5.0K$5.1K+$922026-10-26
Cullen T Bankers, Inc.
UNCHANGED37237200%$4.7K$4.8K+$852026-10-28
Highline Wealth Partners LLC
UNCHANGED30030000%$3.8K$3.9K+$692026-10-19
Whipplewood Advisors, LLC
UNCHANGED20520500%$2.6K$2.6K+$472026-10-20
Nvwm, LLC
INCREASED200197+3+2%$2.5K$2.6K+$942026-10-14
Meriwether Wealth & Planning, LLC
NEW188—+188——$2.4K—2026-10-13
Assetmark, Inc
INCREASED18193+88+95%$1.2K$2.3K+$1.2K2026-10-21
Signature Equity Partners, LLC
INCREASED178176+2+1%$2.2K$2.3K+$632026-10-29
Key Capital Management, Inc
DECREASED144145-1-1%$1.8K$1.9K+$202026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED757500%$950$967+$172026-10-16
NBT Bank, N.A.
INCREASED7068+2+3%$867$899+$322026-10-21
Citizens National Bank Trust Department
UNCHANGED505000%$633$645+$122026-11-04
Angeles Wealth Management, LLC
UNCHANGED161600%$203$206+$32026-10-26
Future Financial Wealth Managment LLC
CLOSED0109,209-109,209-100%$1.3M$0-$1.3M2026-10-15
Grange Capital, LLC
CLOSED061,445-61,445-100%$777.9K$0-$777.9K2026-10-20
Jefferies Financial Group Inc.
CLOSED039,540-39,540-100%$500.6K$0-$500.6K2026-11-05
Imc-Chicago, LLC
CLOSED038,177-38,177-100%$483.3K$0-$483.3K2026-11-05
James Investment Research, Inc.
CLOSED033,583-33,583-100%$425.2K$0-$425.2K2026-10-22
Wealthcare Capital Management LLC
CLOSED011,083-11,083-100%$140.3K$0-$140.3K2026-10-21
EverSource Wealth Advisors, LLC
CLOSED06,500-6,500-100%$82.3K$0-$82.3K2026-11-04
Gill Capital Partners, LLC
CLOSED03,030-3,030-100%$38.4K$0-$38.4K2026-10-13
AdvisorNet Financial, Inc
CLOSED02,485-2,485-100%$31.5K$0-$31.5K2026-10-15
Beacon Investment Advisory Services, Inc.
CLOSED0289-289-100%$3.7K$0-$3.7K2026-10-13
Cornerstone Planning Group LLC
CLOSED0130-130-100%$1.6K$0-$1.6K2026-10-16
LifeSteps Financial, Inc.
CLOSED0100-100-100%$1.3K$0-$1.3K2026-10-15
Obsidian CIO, LLC
CLOSED032-32-100%$405$0-$4052026-11-05
Bank of America Corp
N/A—10,327,075-10,327,075-100%$130.7M———
Morgan Stanley
N/A—8,539,758-8,539,758-100%$108.1M———
Wells Fargo & Company
N/A—3,848,569-3,848,569-100%$48.7M———
LPL Financial LLC
N/A—2,861,929-2,861,929-100%$36.2M———
Cambridge Associates LLC
N/A—1,907,532-1,907,532-100%$24.1M———
Transcend Capital Advisors, LLC
N/A—1,245,846-1,245,846-100%$15.8M———
Mission Hills Financial Advisory, LLC
N/A—1,204,459-1,204,459-100%$15.2M———
Naviter Wealth, LLC
N/A—738,897-738,897-100%$9.4M———
Condor Capital Management
N/A—643,796-643,796-100%$8.2M———
Royal Bank of Canada
N/A—544,936-544,936-100%$6.9M———
Cerity Partners LLC
N/A—543,391-543,391-100%$6.9M———
Arax Advisory Partners
N/A—491,164-491,164-100%$6.2M———
UBS Group AG
N/A—476,152-476,152-100%$6.0M———
Stifel Financial Corp
N/A—463,773-463,773-100%$5.9M———
Equitable Holdings, Inc.
N/A—458,287-458,287-100%$5.8M———
Raymond James Financial Inc
N/A—441,761-441,761-100%$5.6M———
Berkeley Capital Partners, LLC
N/A—441,601-441,601-100%$5.6M———
Clark Capital Management Group, Inc.
N/A—430,954-430,954-100%$5.5M———
Envestnet Asset Management Inc
N/A—426,511-426,511-100%$5.4M———
Hilltop Holdings Inc.
N/A—376,719-376,719-100%$4.8M———
Millennium Management LLC
N/A—330,887-330,887-100%$4.2M———
NewEdge Advisors, LLC
N/A—319,095-319,095-100%$4.0M———
SG Americas Securities, LLC
N/A—312,400-312,400-100%$4.0M———
Focus Partners Wealth
N/A—289,124-289,124-100%$3.7M———
Magnolia Capital Advisors LLC
N/A—286,357-286,357-100%$3.6M———
Van Eck Associates Corp
N/A—274,631-274,631-100%$3.5M———
Mariner, LLC
N/A—256,723-256,723-100%$3.3M———
Two Sigma Investments, LP
N/A—243,900-243,900-100%$3.1M———
Osaic Holdings, Inc.
N/A—237,446-237,446-100%$3.0M———
Cetera Investment Advisers
N/A—234,146-234,146-100%$3.0M———
Bessemer Group Inc
N/A—230,555-230,555-100%$2.9M———
Arkadios Wealth Advisors
N/A—221,304-221,304-100%$2.8M———
Clarity Financial LLC
N/A—214,125-214,125-100%$2.7M———
Black Swift Group, LLC
N/A—174,697-174,697-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—149,758-149,758-100%$1.9M———
D. E. Shaw & Co., Inc.
N/A—148,232-148,232-100%$1.9M———
JPMorgan Chase & Co
N/A—136,141-136,141-100%$1.7M———
Jane Street Group, LLC
N/A—133,377-133,377-100%$1.7M———
Wealth Alliance, LLC
N/A—133,174-133,174-100%$1.7M———
Janney Montgomery Scott LLC
N/A—132,163-132,163-100%$1.7M———
Susquehanna International Group, LLP
N/A—128,705-128,705-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—126,844-126,844-100%$1.6M———
Bridges Investment Management Inc
N/A—123,645-123,645-100%$1.6M———
Waverly Advisors, LLC
N/A—111,632-111,632-100%$1.4M———
Baker Avenue Asset Management, LP
N/A—110,807-110,807-100%$1.4M———
Captrust Financial Advisors
N/A—97,318-97,318-100%$1.2M———
Harbour Investments, Inc.
N/A—96,593-96,593-100%$1.2M———
Private Advisor Group, LLC
N/A—93,313-93,313-100%$1.2M———
Perennial Investment Advisors, LLC
N/A—93,269-93,269-100%$1.2M———
MML Investors Services, LLC
N/A—93,268-93,268-100%$1.2M———
HighTower Advisors, LLC
N/A—89,888-89,888-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—89,003-89,003-100%$1.1M———
Global Retirement Partners, LLC
N/A—86,579-86,579-100%$1.1M———
MAI Capital Management
N/A—85,685-85,685-100%$1.1M———
Sanctuary Advisors, LLC
N/A—83,530-83,530-100%$1.1M———
HSBC Holdings PLC
N/A—80,000-80,000-100%$1.0M———
Jump Financial, LLC
N/A—78,300-78,300-100%$991.3K———
Graham Capital Management, L.P.
N/A—76,820-76,820-100%$972.5K———
Goldman Sachs Group Inc
N/A—75,705-75,705-100%$958.4K———
Cornerstone Advisory, LLC
N/A—68,800-68,800-100%$871.0K———
Pasadena Private Wealth, LLC
N/A—66,229-66,229-100%$838.5K———
Ranch Capital Advisors Inc.
N/A—65,210-65,210-100%$825.6K———
HRT Financial LP
N/A—64,987-64,987-100%$822.0K———
Ascent Advisors, LLC
N/A—64,619-64,619-100%$810.3K———
Integrated Wealth Concepts LLC
N/A—61,986-61,986-100%$784.7K———
Caption Management, LLC
N/A—58,418-58,418-100%$739.6K———
Estate Planners Group, LLC
N/A—55,810-55,810-100%$706.6K———
Northwestern Mutual Wealth Management Co
N/A—52,824-52,824-100%$668.8K———
AQR Capital Management LLC
N/A—52,394-52,394-100%$663.3K———
L & S Advisors Inc
N/A—51,638-51,638-100%$653.7K———
CreativeOne Wealth, LLC
N/A—47,647-47,647-100%$603.2K———
Magnolia Private Wealth, LLC
N/A—47,600-47,600-100%$602.6K———
Rockefeller Capital Management L.P.
N/A—47,472-47,472-100%$601.0K———
CFO4Life Group, LLC
N/A—47,025-47,025-100%$595.3K———
World Investment Advisors
N/A—45,184-45,184-100%$578.2K———
Fiduciary Trust Co
N/A—45,016-45,016-100%$569.9K———
Financial Sense Advisors, Inc.
N/A—41,500-41,500-100%$525.4K———
Cary Street Partners Financial LLC
N/A—41,221-41,221-100%$521.9K———
CIBC World Market Inc.
N/A—40,561-40,561-100%$513.5K———
Fort Point Capital Partners LLC
N/A—39,283-39,283-100%$497.3K———
Principal Securities, Inc.
N/A—34,544-34,544-100%$437.3K———
Advisors Asset Management, Inc.
N/A—34,440-34,440-100%$436.0K———
Summit Financial, LLC
N/A—34,380-34,380-100%$435.3K———
Stephens Inc
N/A—32,600-32,600-100%$412.7K———
Johnson Financial Group, Inc.
N/A—32,500-32,500-100%$411.5K———
Regatta Research & Money Management
N/A—31,707-31,707-100%$401.4K———
IHT Wealth Management, LLC
N/A—31,498-31,498-100%$398.8K———
Silver OAK Securities, Incorporated
N/A—30,959-30,959-100%$391.9K———
Beacon Pointe Advisors, LLC
N/A—29,794-29,794-100%$377.2K———
Genesis Financial Group, LLC
N/A—28,099-28,099-100%$355.7K———
Savvy Advisors, Inc.
N/A—26,699-26,699-100%$338.0K———
Texas Yale Capital Corp.
N/A—25,630-25,630-100%$324.5K———
SlateStone Wealth, LLC
N/A—25,000-25,000-100%$316.0K———
Bridgewealth Advisory Group, LLC
N/A—21,277-21,277-100%$269.4K———
Bard Associates Inc
N/A—21,248-21,248-100%$269.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—20,266-20,266-100%$256.6K———
Cascade Financial Partners, LLC
N/A—19,301-19,301-100%$244.4K———
Valtrion Capital Management, LLC
N/A—18,566-18,566-100%$235.0K———
Two Sigma Securities, LLC
N/A—17,884-17,884-100%$226.4K———
Pathstone Holdings, LLC
N/A—17,794-17,794-100%$225.3K———
Freestone Capital Holdings, LLC
N/A—17,710-17,710-100%$224.2K———
Trexquant Investment LP
N/A—17,292-17,292-100%$218.9K———
Bleakley Financial Group, LLC
N/A—16,875-16,875-100%$213.6K———
J. Goldman & Co LP
N/A—16,750-16,750-100%$212.1K———
Advisory Services Network, LLC
N/A—16,695-16,695-100%$211.4K———
Legacy Wealth Managment, LLC
N/A—15,812-15,812-100%$200.2K———
WNY Asset Management, LLC
N/A—15,424-15,424-100%$195.3K———
Betterment LLC
N/A—15,078-15,078-100%$191.0K———
Hexagon Capital Partners LLC
N/A—13,396-13,396-100%$169.6K———
CIBC Bancorp USA Inc.
N/A—13,098-13,098-100%$165.8K———
&partners
N/A—12,497-12,497-100%$158.2K———
OneDigital Investment Advisors LLC
N/A—12,055-12,055-100%$152.6K———
Silvercrest Asset Management Group LLC
N/A—11,976-11,976-100%$151.6K———
Allworth Financial LP
N/A—11,500-11,500-100%$145.6K———
Flputnam Investment Management Co
N/A—11,456-11,456-100%$145.0K———
Keating Financial Advisory Services, Inc.
N/A—11,230-11,230-100%$142.2K———
Essex Financial Services, Inc.
N/A—11,090-11,090-100%$140.4K———
Anchor Investment Management, LLC
N/A—10,129-10,129-100%$128.2K———
Rothschild Wealth LLC
N/A—10,061-10,061-100%$127.4K———
SHP Wealth Management
N/A—7,839-7,839-100%$99.2K———
Bank of Montreal
N/A—6,502-6,502-100%$82.3K———
Caldwell Sutter Capital, Inc.
N/A—6,465-6,465-100%$81.8K———
Hollencrest Capital Management
N/A—5,885-5,885-100%$74.5K———
Elequin Capital, LP
N/A—5,710-5,710-100%$72.3K———
AE Wealth Management LLC
N/A—4,568-4,568-100%$57.8K———
Webster Bank, N. A.
N/A—3,456-3,456-100%$43.8K———
Quantum Portfolio Management LLC
N/A—3,371-3,371-100%$42.7K———
Geneos Wealth Management Inc.
N/A—3,254-3,254-100%$41.2K———
Rexford Capital Inc
N/A—2,094-2,094-100%$26.5K———
Cary Street Partners Investment Advisory LLC
N/A—1,800-1,800-100%$22.8K———
Atlantic Union Bankshares Corp
N/A—1,400-1,400-100%$17.7K———
PNC Financial Services Group, Inc.
N/A—1,250-1,250-100%$15.8K———
Osbon Capital Management LLC
N/A—1,237-1,237-100%$15.7K———
Ameriflex Group, Inc.
N/A—1,075-1,075-100%$13.6K———
Ameritas Advisory Services, LLC
N/A—1,033-1,033-100%$13.1K———
Aventura Private Wealth, LLC
N/A—970-970-100%$12.3K———
BFC Planning, Inc.
N/A—910-910-100%$11.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—910-910-100%$11.5K———
FMR LLC
N/A—649-649-100%$8.2K———
Continuum Advisory, LLC
N/A—640-640-100%$8.1K———
Beaird Harris Wealth Management, LLC
N/A—488-488-100%$6.2K———
Colonial Trust Advisors
N/A—475-475-100%$6.0K———
Tower Research Capital LLC (TRC)
N/A—151-151-100%$1.9K———
Private Wealth Asset Management, LLC
N/A—100-100-100%$1.3K———
Allied Private Wealth LLC
N/A—40-40-100%$492———
Showing 285 of 285 institutions