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Vaneck Pref SEC X-Financials (PFXF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
State of Wisconsin - Board of Commissioners of Public Lands
UNCHANGED
Shares1,525,220 from 1,525,220
Change0 (0%)
Value$26.7M (-$488.1K)
Filed 2026-10-26
Tanager Wealth Management LLP
DECREASED
Shares1,284,689 from 1,530,332
Change-245,643 (-16%)
Value$22.5M (-$4.8M)
Filed 2026-10-19
Parkway Wealth Management Group, LLC
INCREASED
Shares839,267 from 819,373
Change+19,894 (+2%)
Value$14.7M (+$86.3K)
Filed 2026-10-20
Wealth Intelligence, LLC
DECREASED
Shares531,609 from 546,751
Change-15,142 (-3%)
Value$9.3M (-$440.2K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares520,561 from 479,349
Change+41,212 (+9%)
Value$9.1M (+$568.6K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares382,705 from 344,948
Change+37,757 (+11%)
Value$6.7M (+$551.1K)
Filed 2026-10-16
Investors Research Corp
INCREASED
Shares337,664 from 313,386
Change+24,278 (+8%)
Value$5.9M (+$325.1K)
Filed 2026-10-07
Carmel Capital Partners, LLC
DECREASED
Shares286,697 from 296,250
Change-9,553 (-3%)
Value$5.0M (-$262.2K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares253,369 from 277,314
Change-23,945 (-9%)
Value$4.4K (-$4.9M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares244,252 from 232,180
Change+12,072 (+5%)
Value$4.3M (+$137.2K)
Filed 2026-10-21
Sound Income Strategies, LLC
DECREASED
Shares237,168 from 243,898
Change-6,730 (-3%)
Value$4.2M (-$184.1K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares228,604 from 303,833
Change-75,229 (-25%)
Value$4.0K (-$5.4M)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares228,038 from 243,819
Change-15,781 (-6%)
Value$4.0M (-$296.2K)
Filed 2026-10-08
Capital Square, LLC
DECREASED
Shares223,571 from 233,334
Change-9,763 (-4%)
Value$3.9M (-$241.1K)
Filed 2026-10-19
NTV Asset Management LLC
DECREASED
Shares173,452 from 178,572
Change-5,120 (-3%)
Value$3.0M (-$146.8K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares163,979 from 164,121
Change-142 (0%)
Value$2.9M (-$55.0K)
Filed 2026-10-30
Mezzasalma Advisors, LLC
DECREASED
Shares148,911 from 303,219
Change-154,308 (-51%)
Value$2.6M (-$2.8M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares148,161 from 143,109
Change+5,052 (+4%)
Value$2.6M (+$42.7K)
Filed 2026-11-02
Measured Risk Portfolios, Inc.
INCREASED
Shares133,876 from 126,044
Change+7,832 (+6%)
Value$2.3M (+$96.9K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares133,023 from 139,457
Change-6,434 (-5%)
Value$2.3M (-$147.9K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares123,936 from 111,320
Change+12,616 (+11%)
Value$2.2M (+$185.4K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares108,188 from 110,694
Change-2,506 (-2%)
Value$1.9M (-$79.3K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares101,700 from 102,870
Change-1,170 (-1%)
Value$1.8M (-$53.4K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares100,728 from 99,969
Change+759 (+1%)
Value$1.7M (-$38.1K)
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares99,761 from 44,561
Change+55,200 (+124%)
Value$1.7M (+$952.9K)
Filed 2026-10-22
MSH Capital Advisors LLC
DECREASED
Shares99,274 from 100,447
Change-1,173 (-1%)
Value$1.7M (-$52.7K)
Filed 2026-11-03
Howard Wealth Management, LLC
INCREASED
Shares92,573 from 89,663
Change+2,910 (+3%)
Value$1.6M (+$22.3K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares86,249 from 87,785
Change-1,536 (-2%)
Value$1.5M (-$55.0K)
Filed 2026-10-29
Sheets Smith Wealth Management
DECREASED
Shares84,300 from 88,618
Change-4,318 (-5%)
Value$1.5M (-$104.0K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares84,029 from 79,689
Change+4,340 (+5%)
Value$1.5M (+$50.5K)
Filed 2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED
Shares82,619 from 82,819
Change-200 (0%)
Value$1.4M (-$30.0K)
Filed 2026-10-30
Tassel Capital Management, Inc.
INCREASED
Shares81,693 from 67,648
Change+14,045 (+21%)
Value$1.4M (+$224.4K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares75,262 from 74,481
Change+781 (+1%)
Value$1.3M (+$12.2K)
Filed 2026-10-13
Rhodes Investment Advisors Inc
DECREASED
Shares73,644 from 77,469
Change-3,825 (-5%)
Value$1.3M (-$91.8K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
DECREASED
Shares66,937 from 77,580
Change-10,643 (-14%)
Value$1.2M (-$211.3K)
Filed 2026-10-08
Roman Butler Fullerton & Co
INCREASED
Shares57,807 from 57,412
Change+395 (+1%)
Value$981.6K (-$28.9K)
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares57,243 from 18,714
Change+38,529 (+206%)
Value$1.0M (+$669.0K)
Filed 2026-10-22
Powell Investment Advisors, LLC
UNCHANGED
Shares53,244 from 53,244
Change0 (0%)
Value$932.8K (-$17.0K)
Filed 2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED
Shares48,278 from 49,476
Change-1,198 (-2%)
Value$845.8K (-$36.8K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares46,299 from 41,361
Change+4,938 (+12%)
Value$811.2K (+$73.3K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares44,779 from 48,720
Change-3,941 (-8%)
Value$784.5K (-$84.6K)
Filed 2026-10-23
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares43,683 from 43,683
Change0 (0%)
Value$765.3K (-$14.0K)
Filed 2026-10-29
Meridian Financial Partners LLC
DECREASED
Shares41,392 from 110,458
Change-69,066 (-63%)
Value$715.3K (-$1.2M)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares40,000 from 97,657
Change-57,657 (-59%)
Value$700.8K (-$1.0M)
Filed 2026-11-03
Delta Capital Management LLC
UNCHANGED
Shares38,350 from 38,350
Change0 (0%)
Value$672 (-$12)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
DECREASED
Shares37,494 from 42,639
Change-5,145 (-12%)
Value$656.9K (-$103.8K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares36,190 from 35,470
Change+720 (+2%)
Value$634.3K (+$1.5K)
Filed 2026-10-23
Stableford Capital II LLC
UNCHANGED
Shares32,253 from 32,253
Change0 (0%)
Value$565.1K (-$10.3K)
Filed 2026-10-09
Diesslin Group, Inc.
INCREASED
Shares31,066 from 30,978
Change+88 (+0%)
Value$544.3K (-$8.4K)
Filed 2026-10-14
Beam Wealth Advisors, Inc.
INCREASED
Shares29,191 from 13,409
Change+15,782 (+118%)
Value$511.4K (+$272.2K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares29,185 from 24,912
Change+4,273 (+17%)
Value$511.3K (+$66.9K)
Filed 2026-10-23
Altium Investment Strategies LLC
INCREASED
Shares28,012 from 27,412
Change+600 (+2%)
Value$491.6K (+$3.1K)
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares28,012 from 27,515
Change+497 (+2%)
Value$491.6K (+$1.3K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
INCREASED
Shares27,552 from 27,546
Change+6 (+0%)
Value$482.7K (-$8.7K)
Filed 2026-10-22
Plimoth Trust Co LLC
DECREASED
Shares27,476 from 28,026
Change-550 (-2%)
Value$481.4K (-$18.6K)
Filed 2026-10-26
StoneX Group Inc.
NEW
Shares26,987
Change+26,987
Value$475.5K
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares25,268 from 16,985
Change+8,283 (+49%)
Value$443 (-$302.6K)
Filed 2026-11-05
Bank & Trust Co
UNCHANGED
Shares25,264 from 25,264
Change0 (0%)
Value$442.6K (-$8.1K)
Filed 2026-10-07
Accredited Investor Services, LLC
UNCHANGED
Shares22,719 from 22,719
Change0 (0%)
Value$398.0K (-$7.3K)
Filed 2026-10-22
Tandem Investment Partners LLC
INCREASED
Shares22,515 from 22,365
Change+150 (+1%)
Value$394.5K (-$4.5K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares22,009 from 25,188
Change-3,179 (-13%)
Value$385.6K (-$63.8K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares21,929 from 20,284
Change+1,645 (+8%)
Value$384.2K (+$22.3K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
UNCHANGED
Shares20,084 from 20,084
Change0 (0%)
Value$351.9K (-$6.5K)
Filed 2026-10-20
Oppenheimer & Co Inc
UNCHANGED
Shares17,749 from 17,749
Change0 (0%)
Value$311.0K (-$5.7K)
Filed 2026-10-26
RFG Advisory, LLC
NEW
Shares16,611
Change+16,611
Value$291.0K
Filed 2026-11-03
Kelleher Financial Advisors
INCREASED
Shares16,511 from 16,117
Change+394 (+2%)
Value$289.3K (+$1.7K)
Filed 2026-10-30
Sovran Advisors, LLC
INCREASED
Shares16,396 from 15,752
Change+644 (+4%)
Value$276.6K (+$468)
Filed 2026-11-02
John Boyer, Inc.
INCREASED
Shares16,137 from 16,110
Change+27 (+0%)
Value$282.7K (-$4.7K)
Filed 2026-10-27
Procyon Advisors, LLC
DECREASED
Shares15,100 from 17,989
Change-2,889 (-16%)
Value$264.6K (-$56.4K)
Filed 2026-10-21
1834 Investment Advisors Co
UNCHANGED
Shares14,890 from 14,890
Change0 (0%)
Value$260.9K (-$4.8K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares14,250 from 11,183
Change+3,067 (+27%)
Value$237.4K (+$37.9K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
DECREASED
Shares13,456 from 13,847
Change-391 (-3%)
Value$235.7K (-$11.3K)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares13,131 from 14,314
Change-1,183 (-8%)
Value$230.1K (-$25.3K)
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares12,575 from 12,575
Change0 (0%)
Value$220.3K (-$4.0K)
Filed 2026-11-05
Rainey & Randall Wealth Advisors Inc.
NEW
Shares12,390
Change+12,390
Value$217.1K
Filed 2026-10-26
Creekside Partners
UNCHANGED
Shares12,249 from 12,249
Change0 (0%)
Value$214.6K (-$3.9K)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares11,888 from 10,538
Change+1,350 (+13%)
Value$208.3K (+$20.3K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares11,427 from 11,427
Change0 (0%)
Value$200.2K (-$3.7K)
Filed 2026-10-20
Accel Wealth Management
DECREASED
Shares11,399 from 12,353
Change-954 (-8%)
Value$199.7K (-$20.7K)
Filed 2026-10-13
Pathway Financial Advisers, LLC
DECREASED
Shares10,784 from 15,000
Change-4,216 (-28%)
Value$188.9K (-$78.7K)
Filed 2026-10-27
Core Wealth Partners LLC
UNCHANGED
Shares10,685 from 10,685
Change0 (0%)
Value$187.2K (-$3.4K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
NEW
Shares10,276
Change+10,276
Value$180.0K
Filed 2026-10-21
Evergreen Capital Management LLC
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$178.7K (-$3.3K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares9,139 from 51,341
Change-42,202 (-82%)
Value$160.1K (-$755.8K)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares8,880
Change+8,880
Value$155.6K
Filed 2026-11-05
MeadowBrook Investment Advisors LLC
INCREASED
Shares6,815 from 6,515
Change+300 (+5%)
Value$115.4K (-$782)
Filed 2026-10-29
Bokf, NA
UNCHANGED
Shares6,313 from 6,313
Change0 (0%)
Value$110.6K (-$2.0K)
Filed 2026-10-27
Hyposwiss Advisors SA
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$99.9K (-$1.8K)
Filed 2026-10-26
Networth Advisors, LLC
INCREASED
Shares5,225 from 5,150
Change+75 (+1%)
Value$91.5K (-$340)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares4,608 from 4,608
Change0 (0%)
Value$80.7K (-$1.5K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares4,347 from 4,347
Change0 (0%)
Value$76 (-$2)
Filed 2026-10-27
Lanark Financial, Inc.
UNCHANGED
Shares3,597 from 3,597
Change0 (0%)
Value$63.0K (-$1.2K)
Filed 2026-10-26
Godsey & Gibb, Inc
UNCHANGED
Shares2,318 from 2,318
Change0 (0%)
Value$40.6K (-$741)
Filed 2026-10-14
High Point Wealth Management, LLC
NEW
Shares1,942
Change+1,942
Value$34.0K
Filed 2026-11-05
Kingdom Financial Group Llc.
NEW
Shares1,120
Change+1,120
Value$19.6K
Filed 2026-11-04
Signature Resources Capital Management, LLC
NEW
Shares1,000
Change+1,000
Value$17.5K
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$17.5K
Filed 2026-10-30
Compass Financial Management LLC
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$16.7K (-$304)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$14.8K (-$271)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$14.5K (-$264)
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$12.9K (-$235)
Filed 2026-10-15
West Branch Capital LLC
INCREASED
Shares698 from 688
Change+10 (+1%)
Value$12.2K (-$46)
Filed 2026-10-20
Hickory Point Bank & Trust
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$11.8K (-$215)
Filed 2026-10-01
Fortitude Financial, LLC
NEW
Shares645
Change+645
Value$1.1M
Filed 2026-10-19
Larson Financial Group LLC
NEW
Shares409
Change+409
Value$7.2K
Filed 2026-11-05
Princeton Global Asset Management LLC
INCREASED
Shares396 from 279
Change+117 (+42%)
Value$6.9K (+$2.0K)
Filed 2026-10-21
Vision Financial Markets LLC
INCREASED
Shares350 from 345
Change+5 (+1%)
Value$6.1K (-$6)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares304
Change+304
Value$5.3K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares304
Change+304
Value$5.3K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares280 from 545
Change-265 (-49%)
Value$4.9K (-$4.8K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares222 from 219
Change+3 (+1%)
Value$3.9K (-$15)
Filed 2026-10-28
Markowski Investments
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.5K (-$64)
Filed 2026-10-30
Citigroup Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$3.2K (-$57)
Filed 2026-11-04
Sfam, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$596 (-$11)
Filed 2026-11-03
Key Capital Management, Inc
DECREASED
Shares12 from 170
Change-158 (-93%)
Value$210 (-$2.8K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
DECREASED
Shares11 from 1,199
Change-1,188 (-99%)
Value$193 (-$21.2K)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$31 (-$8)
Filed 2026-10-30
Guild Investment Management, Inc.
CLOSED
Shares0 from 44,830
Change-44,830 (-100%)
Value$0 (-$799.8K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 37,788
Change-37,788 (-100%)
Value$0 (-$674.1K)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 17,441
Change-17,441 (-100%)
Value$0 (-$311.2K)
Filed 2026-11-03
Hofer & Associates. Inc
CLOSED
Shares0 from 15,328
Change-15,328 (-100%)
Value$0 (-$273.5K)
Filed 2026-10-13
CGN Advisors LLC
CLOSED
Shares0 from 14,927
Change-14,927 (-100%)
Value$0 (-$266.3K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 10,842
Change-10,842 (-100%)
Value$0 (-$193.4K)
Filed 2026-10-21
Rossmore Private Capital
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$71.4K)
Filed 2026-10-27
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,793
Change-2,793 (-100%)
Value$0 (-$49.8K)
Filed 2026-10-13
Cullen T Bankers, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$17.8K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 613
Change-613 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-21
US Bancorp \de\
CLOSED
Shares0 from 586
Change-586 (-100%)
Value$0 (-$10.5K)
Filed 2026-11-05
Aspect Partners, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$6)
Filed 2026-11-04
Realta Investment Advisors
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-14
Blue Trust, Inc.
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
Treasurer of the State of North Carolina
N/A
Shares— from 9,351,150
Change-9,351,150 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,108,970
Change-6,108,970 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,401,334
Change-3,401,334 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,310,082
Change-3,310,082 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,875,142
Change-1,875,142 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,859,806
Change-1,859,806 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,680,246
Change-1,680,246 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 725,100
Change-725,100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 707,243
Change-707,243 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 596,179
Change-596,179 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 563,094
Change-563,094 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 509,426
Change-509,426 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 479,602
Change-479,602 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 455,118
Change-455,118 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 398,553
Change-398,553 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 383,649
Change-383,649 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 333,871
Change-333,871 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 329,960
Change-329,960 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 303,551
Change-303,551 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 302,566
Change-302,566 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 279,191
Change-279,191 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 264,810
Change-264,810 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 249,761
Change-249,761 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 242,204
Change-242,204 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 206,717
Change-206,717 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 187,450
Change-187,450 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 168,557
Change-168,557 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 162,371
Change-162,371 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 149,059
Change-149,059 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 146,989
Change-146,989 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 146,160
Change-146,160 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 136,655
Change-136,655 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 135,637
Change-135,637 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 132,933
Change-132,933 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 118,305
Change-118,305 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 110,614
Change-110,614 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 93,268
Change-93,268 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 89,944
Change-89,944 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 87,363
Change-87,363 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 86,227
Change-86,227 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 84,132
Change-84,132 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 67,946
Change-67,946 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 61,691
Change-61,691 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 59,940
Change-59,940 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 51,983
Change-51,983 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 51,290
Change-51,290 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 50,500
Change-50,500 (-100%)
Value—
&partners
N/A
Shares— from 49,367
Change-49,367 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 48,773
Change-48,773 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 44,640
Change-44,640 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 41,571
Change-41,571 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 38,601
Change-38,601 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 37,789
Change-37,789 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 36,952
Change-36,952 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 36,824
Change-36,824 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 36,714
Change-36,714 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 35,336
Change-35,336 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 32,395
Change-32,395 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,088
Change-31,088 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 29,924
Change-29,924 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 29,646
Change-29,646 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 28,907
Change-28,907 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 28,750
Change-28,750 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 27,152
Change-27,152 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,842
Change-22,842 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 21,580
Change-21,580 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,945
Change-20,945 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,734
Change-20,734 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 20,643
Change-20,643 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,778
Change-18,778 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,443
Change-18,443 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,191
Change-16,191 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,506
Change-15,506 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 15,236
Change-15,236 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,126
Change-15,126 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 15,055
Change-15,055 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,738
Change-14,738 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 14,546
Change-14,546 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,226
Change-13,226 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 13,220
Change-13,220 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 12,670
Change-12,670 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,642
Change-12,642 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,494
Change-12,494 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 11,945
Change-11,945 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,513
Change-4,513 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 292
Change-292 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 95
Change-95 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 48
Change-48 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
State of Wisconsin - Board of Commissioners of Public Lands
UNCHANGED1,525,2201,525,22000%$27.2M$26.7M-$488.1K2026-10-26
Tanager Wealth Management LLP
DECREASED1,284,6891,530,332-245,643-16%$27.3M$22.5M-$4.8M2026-10-19
Parkway Wealth Management Group, LLC
INCREASED839,267819,373+19,894+2%$14.6M$14.7M+$86.3K2026-10-20
Wealth Intelligence, LLC
DECREASED531,609546,751-15,142-3%$9.8M$9.3M-$440.2K2026-10-16
Commonwealth Equity Services, LLC
INCREASED520,561479,349+41,212+9%$8.6M$9.1M+$568.6K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED382,705344,948+37,757+11%$6.2M$6.7M+$551.1K2026-10-16
Investors Research Corp
INCREASED337,664313,386+24,278+8%$5.6M$5.9M+$325.1K2026-10-07
Carmel Capital Partners, LLC
DECREASED286,697296,250-9,553-3%$5.3M$5.0M-$262.2K2026-11-03
Park Avenue Securities LLC
DECREASED253,369277,314-23,945-9%$4.9M$4.4K-$4.9M2026-10-26
Wealthcare Advisory Partners LLC
INCREASED244,252232,180+12,072+5%$4.1M$4.3M+$137.2K2026-10-21
Sound Income Strategies, LLC
DECREASED237,168243,898-6,730-3%$4.4M$4.2M-$184.1K2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED228,604303,833-75,229-25%$5.4M$4.0K-$5.4M2026-11-02
Apella Capital, LLC
DECREASED228,038243,819-15,781-6%$4.3M$4.0M-$296.2K2026-10-08
Capital Square, LLC
DECREASED223,571233,334-9,763-4%$4.2M$3.9M-$241.1K2026-10-19
NTV Asset Management LLC
DECREASED173,452178,572-5,120-3%$3.2M$3.0M-$146.8K2026-10-23
Truist Financial Corp
DECREASED163,979164,121-1420%$2.9M$2.9M-$55.0K2026-10-30
Mezzasalma Advisors, LLC
DECREASED148,911303,219-154,308-51%$5.4M$2.6M-$2.8M2026-10-14
Kestra Advisory Services, LLC
INCREASED148,161143,109+5,052+4%$2.6M$2.6M+$42.7K2026-11-02
Measured Risk Portfolios, Inc.
INCREASED133,876126,044+7,832+6%$2.2M$2.3M+$96.9K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED133,023139,457-6,434-5%$2.5M$2.3M-$147.9K2026-10-13
Lido Advisors, LLC
INCREASED123,936111,320+12,616+11%$2.0M$2.2M+$185.4K2026-11-04
Independent Financial Group, LLC
DECREASED108,188110,694-2,506-2%$2.0M$1.9M-$79.3K2026-10-13
D.A. Davidson & Co.
DECREASED101,700102,870-1,170-1%$1.8M$1.8M-$53.4K2026-10-28
Chicago Partners Investment Group LLC
INCREASED100,72899,969+759+1%$1.7M$1.7M-$38.1K2026-10-27
Brookstone Capital Management
INCREASED99,76144,561+55,200+124%$795.0K$1.7M+$952.9K2026-10-22
MSH Capital Advisors LLC
DECREASED99,274100,447-1,173-1%$1.8M$1.7M-$52.7K2026-11-03
Howard Wealth Management, LLC
INCREASED92,57389,663+2,910+3%$1.6M$1.6M+$22.3K2026-10-28
Integrity Alliance, Llc.
DECREASED86,24987,785-1,536-2%$1.6M$1.5M-$55.0K2026-10-29
Sheets Smith Wealth Management
DECREASED84,30088,618-4,318-5%$1.6M$1.5M-$104.0K2026-10-16
Atria Investments, Inc
INCREASED84,02979,689+4,340+5%$1.4M$1.5M+$50.5K2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED82,61982,819-2000%$1.5M$1.4M-$30.0K2026-10-30
Tassel Capital Management, Inc.
INCREASED81,69367,648+14,045+21%$1.2M$1.4M+$224.4K2026-10-20
SAX Wealth Advisors, LLC
INCREASED75,26274,481+781+1%$1.3M$1.3M+$12.2K2026-10-13
Rhodes Investment Advisors Inc
DECREASED73,64477,469-3,825-5%$1.4M$1.3M-$91.8K2026-10-07
Avidian Wealth Enterprises, LLC
DECREASED66,93777,580-10,643-14%$1.4M$1.2M-$211.3K2026-10-08
Roman Butler Fullerton & Co
INCREASED57,80757,412+395+1%$1.0M$981.6K-$28.9K2026-10-27
Perigon Wealth Management, LLC
INCREASED57,24318,714+38,529+206%$333.9K$1.0M+$669.0K2026-10-22
Powell Investment Advisors, LLC
UNCHANGED53,24453,24400%$949.9K$932.8K-$17.0K2026-10-22
Etesian Wealth Advisors, Inc.
DECREASED48,27849,476-1,198-2%$882.7K$845.8K-$36.8K2026-10-27
Creative Planning
INCREASED46,29941,361+4,938+12%$737.9K$811.2K+$73.3K2026-11-02
Sowell Financial Services LLC
DECREASED44,77948,720-3,941-8%$869.2K$784.5K-$84.6K2026-10-23
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED43,68343,68300%$779.3K$765.3K-$14.0K2026-10-29
Meridian Financial Partners LLC
DECREASED41,392110,458-69,066-63%$2.0M$715.3K-$1.2M2026-10-23
Mirae Asset Global Investments Co., Ltd.
DECREASED40,00097,657-57,657-59%$1.7M$700.8K-$1.0M2026-11-03
Delta Capital Management LLC
UNCHANGED38,35038,35000%$684$672-$122026-10-16
OpenArc Corporate Advisory, LLC
DECREASED37,49442,639-5,145-12%$760.7K$656.9K-$103.8K2026-10-21
Sigma Planning Corp
INCREASED36,19035,470+720+2%$632.8K$634.3K+$1.5K2026-10-23
Stableford Capital II LLC
UNCHANGED32,25332,25300%$575.4K$565.1K-$10.3K2026-10-09
Diesslin Group, Inc.
INCREASED31,06630,978+88+0%$552.6K$544.3K-$8.4K2026-10-14
Beam Wealth Advisors, Inc.
INCREASED29,19113,409+15,782+118%$239.2K$511.4K+$272.2K2026-11-03
Simplicity Wealth,LLC
INCREASED29,18524,912+4,273+17%$444.4K$511.3K+$66.9K2026-10-23
Altium Investment Strategies LLC
INCREASED28,01227,412+600+2%$488.5K$491.6K+$3.1K2026-10-20
Accurate Wealth Management, LLC
INCREASED28,01227,515+497+2%$490.3K$491.6K+$1.3K2026-10-20
Beaumont Financial Advisors, LLC
INCREASED27,55227,546+6+0%$491.4K$482.7K-$8.7K2026-10-22
Plimoth Trust Co LLC
DECREASED27,47628,026-550-2%$500.0K$481.4K-$18.6K2026-10-26
StoneX Group Inc.
NEW26,987—+26,987——$475.5K—2026-11-03
Thrivent Financial for Lutherans
INCREASED25,26816,985+8,283+49%$303.0K$443-$302.6K2026-11-05
Bank & Trust Co
UNCHANGED25,26425,26400%$450.7K$442.6K-$8.1K2026-10-07
Accredited Investor Services, LLC
UNCHANGED22,71922,71900%$405.3K$398.0K-$7.3K2026-10-22
Tandem Investment Partners LLC
INCREASED22,51522,365+150+1%$399.0K$394.5K-$4.5K2026-10-16
IFP Advisors, Inc
DECREASED22,00925,188-3,179-13%$449.4K$385.6K-$63.8K2026-10-16
AlphaCore Capital LLC
INCREASED21,92920,284+1,645+8%$361.9K$384.2K+$22.3K2026-11-04
Tcfg Investment Advisors, LLC
UNCHANGED20,08420,08400%$358.3K$351.9K-$6.5K2026-10-20
Oppenheimer & Co Inc
UNCHANGED17,74917,74900%$316.6K$311.0K-$5.7K2026-10-26
RFG Advisory, LLC
NEW16,611—+16,611——$291.0K—2026-11-03
Kelleher Financial Advisors
INCREASED16,51116,117+394+2%$287.5K$289.3K+$1.7K2026-10-30
Sovran Advisors, LLC
INCREASED16,39615,752+644+4%$276.1K$276.6K+$4682026-11-02
John Boyer, Inc.
INCREASED16,13716,110+27+0%$287.4K$282.7K-$4.7K2026-10-27
Procyon Advisors, LLC
DECREASED15,10017,989-2,889-16%$320.9K$264.6K-$56.4K2026-10-21
1834 Investment Advisors Co
UNCHANGED14,89014,89000%$265.6K$260.9K-$4.8K2026-10-16
Prospera Financial Services Inc
INCREASED14,25011,183+3,067+27%$199.5K$237.4K+$37.9K2026-11-04
Acorn Wealth Advisors, LLC
DECREASED13,45613,847-391-3%$247.0K$235.7K-$11.3K2026-10-19
Apollon Wealth Management, LLC
DECREASED13,13114,314-1,183-8%$255.4K$230.1K-$25.3K2026-10-23
Fifth Third Bancorp
UNCHANGED12,57512,57500%$224.3K$220.3K-$4.0K2026-11-05
Rainey & Randall Wealth Advisors Inc.
NEW12,390—+12,390——$217.1K—2026-10-26
Creekside Partners
UNCHANGED12,24912,24900%$218.5K$214.6K-$3.9K2026-11-04
Register Financial Advisors LLC
INCREASED11,88810,538+1,350+13%$188.0K$208.3K+$20.3K2026-10-23
Private Trust Co NA
UNCHANGED11,42711,42700%$203.9K$200.2K-$3.7K2026-10-20
Accel Wealth Management
DECREASED11,39912,353-954-8%$220.4K$199.7K-$20.7K2026-10-13
Pathway Financial Advisers, LLC
DECREASED10,78415,000-4,216-28%$267.6K$188.9K-$78.7K2026-10-27
Core Wealth Partners LLC
UNCHANGED10,68510,68500%$190.6K$187.2K-$3.4K2026-11-02
SeaCrest Wealth Management, LLC
NEW10,276—+10,276——$180.0K—2026-10-21
Evergreen Capital Management LLC
UNCHANGED10,20010,20000%$182.0K$178.7K-$3.3K2026-10-23
Farther Finance Advisors, LLC
DECREASED9,13951,341-42,202-82%$915.9K$160.1K-$755.8K2026-10-08
Rossby Financial, LCC
NEW8,880—+8,880——$155.6K—2026-11-05
MeadowBrook Investment Advisors LLC
INCREASED6,8156,515+300+5%$116.2K$115.4K-$7822026-10-29
Bokf, NA
UNCHANGED6,3136,31300%$112.6K$110.6K-$2.0K2026-10-27
Hyposwiss Advisors SA
UNCHANGED5,7005,70000%$101.7K$99.9K-$1.8K2026-10-26
Networth Advisors, LLC
INCREASED5,2255,150+75+1%$91.9K$91.5K-$3402026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED4,6084,60800%$82.2K$80.7K-$1.5K2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED4,3474,34700%$78$76-$22026-10-27
Lanark Financial, Inc.
UNCHANGED3,5973,59700%$64.2K$63.0K-$1.2K2026-10-26
Godsey & Gibb, Inc
UNCHANGED2,3182,31800%$41.3K$40.6K-$7412026-10-14
High Point Wealth Management, LLC
NEW1,942—+1,942——$34.0K—2026-11-05
Kingdom Financial Group Llc.
NEW1,120—+1,120——$19.6K—2026-11-04
Signature Resources Capital Management, LLC
NEW1,000—+1,000——$17.5K—2026-10-16
Provenance Wealth Advisors, LLC
NEW1,000—+1,000——$17.5K—2026-10-30
Compass Financial Management LLC
UNCHANGED95195100%$17.0K$16.7K-$3042026-10-30
CoreCap Advisors, LLC
UNCHANGED84584500%$15.1K$14.8K-$2712026-10-08
Parallel Advisors, LLC
UNCHANGED82682600%$14.7K$14.5K-$2642026-11-03
Wolff Wiese Magana LLC
UNCHANGED73573500%$13.1K$12.9K-$2352026-10-15
West Branch Capital LLC
INCREASED698688+10+1%$12.3K$12.2K-$462026-10-20
Hickory Point Bank & Trust
UNCHANGED67167100%$12.0K$11.8K-$2152026-10-01
Fortitude Financial, LLC
NEW645—+645——$1.1M—2026-10-19
Larson Financial Group LLC
NEW409—+409——$7.2K—2026-11-05
Princeton Global Asset Management LLC
INCREASED396279+117+42%$5.0K$6.9K+$2.0K2026-10-21
Vision Financial Markets LLC
INCREASED350345+5+1%$6.1K$6.1K-$62026-10-22
Latitude Advisors, LLC
NEW304—+304——$5.3K—2026-10-27
Root Financial Partners, LLC
NEW304—+304——$5.3K—2026-10-21
EverSource Wealth Advisors, LLC
DECREASED280545-265-49%$9.7K$4.9K-$4.8K2026-11-04
Buck Wealth Strategies, LLC
INCREASED222219+3+1%$3.9K$3.9K-$152026-10-28
Markowski Investments
UNCHANGED20020000%$3.6K$3.5K-$642026-10-30
Citigroup Inc
UNCHANGED18018000%$3.2K$3.2K-$572026-11-04
Sfam, LLC
UNCHANGED343400%$607$596-$112026-11-03
Key Capital Management, Inc
DECREASED12170-158-93%$3.0K$210-$2.8K2026-11-03
Tradewinds Capital Management, LLC
DECREASED111,199-1,188-99%$21.4K$193-$21.2K2026-10-23
Spire Wealth Management
UNCHANGED2200%$39$31-$82026-10-30
Guild Investment Management, Inc.
CLOSED044,830-44,830-100%$799.8K$0-$799.8K2026-11-03
J.W. Cole Advisors, Inc.
CLOSED037,788-37,788-100%$674.1K$0-$674.1K2026-11-05
TBH Global Asset Management, LLC
CLOSED017,441-17,441-100%$311.2K$0-$311.2K2026-11-03
Hofer & Associates. Inc
CLOSED015,328-15,328-100%$273.5K$0-$273.5K2026-10-13
CGN Advisors LLC
CLOSED014,927-14,927-100%$266.3K$0-$266.3K2026-10-21
Axxcess Wealth Management, LLC
CLOSED010,842-10,842-100%$193.4K$0-$193.4K2026-10-21
Rossmore Private Capital
CLOSED04,000-4,000-100%$71.4K$0-$71.4K2026-10-27
Gill Capital Partners, LLC
CLOSED02,793-2,793-100%$49.8K$0-$49.8K2026-10-13
Cullen T Bankers, Inc.
CLOSED01,000-1,000-100%$17.8K$0-$17.8K2026-10-28
International Assets Investment Management, LLC
CLOSED01,000-1,000-100%$17.8K$0-$17.8K2026-11-02
Pinnacle Bancorp, Inc.
CLOSED0613-613-100%$10.9K$0-$10.9K2026-10-21
US Bancorp \de\
CLOSED0586-586-100%$10.5K$0-$10.5K2026-11-05
Aspect Partners, LLC
CLOSED0500-500-100%$8.9K$0-$8.9K2026-10-20
Hazlett, Burt & Watson, Inc.
CLOSED0350-350-100%$6$0-$62026-11-04
Realta Investment Advisors
CLOSED0350-350-100%$6.2K$0-$6.2K2026-10-14
Blue Trust, Inc.
CLOSED0332-332-100%$5.9K$0-$5.9K2026-10-15
AdvisorNet Financial, Inc
CLOSED0283-283-100%$5.0K$0-$5.0K2026-10-15
Tucker Asset Management LLC
CLOSED0100-100-100%$1.8K$0-$1.8K2026-10-29
Treasurer of the State of North Carolina
N/A—9,351,150-9,351,150-100%$166.8M———
Bank of America Corp
N/A—6,108,970-6,108,970-100%$109.0M———
LPL Financial LLC
N/A—3,401,334-3,401,334-100%$60.7M———
Morgan Stanley
N/A—3,310,082-3,310,082-100%$59.1M———
Raymond James Financial Inc
N/A—1,875,142-1,875,142-100%$33.5M———
Wells Fargo & Company
N/A—1,859,806-1,859,806-100%$33.2M———
MML Investors Services, LLC
N/A—1,680,246-1,680,246-100%$30.0M———
Envestnet Asset Management Inc
N/A—725,100-725,100-100%$12.9M———
UBS Group AG
N/A—707,243-707,243-100%$12.6M———
Good Steward Wealth Advisors,LLC
N/A—596,179-596,179-100%$10.6M———
Royal Bank of Canada
N/A—563,094-563,094-100%$10.0M———
Dougherty & Associates, LLC
N/A—509,426-509,426-100%$9.1M———
Goldstone Financial Group, LLC
N/A—479,602-479,602-100%$8.6M———
Inspire Advisors, LLC
N/A—455,118-455,118-100%$8.1M———
Osaic Holdings, Inc.
N/A—398,553-398,553-100%$7.1M———
Level Four Advisory Services, LLC
N/A—383,649-383,649-100%$6.8M———
Quadrature Capital Ltd
N/A—333,871-333,871-100%$6.0M———
Larch Capital Partners LLC
N/A—329,960-329,960-100%$5.9M———
Jones Financial Companies Lllp
N/A—303,551-303,551-100%$5.4M———
Silver Coast Investments LLC
N/A—302,566-302,566-100%$5.4M———
Cetera Investment Advisers
N/A—279,191-279,191-100%$5.0M———
Ameriprise Financial Inc
N/A—264,810-264,810-100%$4.7M———
Steward Partners Investment Advisory, LLC
N/A—249,761-249,761-100%$4.5M———
Northwestern Mutual Wealth Management Co
N/A—242,204-242,204-100%$4.3M———
Susquehanna International Group, LLP
N/A—206,717-206,717-100%$3.7M———
Opus Investment Management Inc
N/A—187,450-187,450-100%$3.3M———
Equitable Holdings, Inc.
N/A—168,557-168,557-100%$3.0M———
Sanctuary Advisors, LLC
N/A—162,371-162,371-100%$2.9M———
Rockefeller Capital Management L.P.
N/A—149,059-149,059-100%$2.7M———
JPMorgan Chase & Co
N/A—146,989-146,989-100%$2.6M———
AssuredPartners Investment Advisors, LLC
N/A—146,160-146,160-100%$2.6M———
Castlekeep Investment Advisors LLC
N/A—136,655-136,655-100%$2.4M———
Merit Financial Group, LLC
N/A—135,637-135,637-100%$2.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—132,933-132,933-100%$2.4M———
BFC Planning, Inc.
N/A—118,305-118,305-100%$2.1M———
Guggenheim Capital LLC
N/A—110,614-110,614-100%$2.0M———
Stifel Financial Corp
N/A—93,268-93,268-100%$1.7M———
Insigneo Advisory Services, LLC
N/A—89,944-89,944-100%$1.6M———
Cassady Wealth & Retirement Planning, LLC
N/A—87,363-87,363-100%$1.6M———
HighTower Advisors, LLC
N/A—86,227-86,227-100%$1.5M———
Janney Montgomery Scott LLC
N/A—84,132-84,132-100%$1.5M———
Tandem Financial, LLC
N/A—67,946-67,946-100%$1.2M———
Fortis Capital Management LLC
N/A—61,691-61,691-100%$1.1M———
Geneos Wealth Management Inc.
N/A—59,940-59,940-100%$1.1M———
NewEdge Advisors, LLC
N/A—51,983-51,983-100%$927.4K———
Stratos Investment Management, LLC
N/A—51,290-51,290-100%$915.0K———
OneDigital Investment Advisors LLC
N/A—50,500-50,500-100%$900.9K———
&partners
N/A—49,367-49,367-100%$880.7K———
Mpwm Advisory Solutions, LLC
N/A—48,773-48,773-100%$870.1K———
SHP Wealth Management
N/A—44,640-44,640-100%$796.4K———
Harbour Investments, Inc.
N/A—41,571-41,571-100%$741.6K———
LRI Investments, LLC
N/A—40,000-40,000-100%$713.6K———
Private Advisor Group, LLC
N/A—38,601-38,601-100%$688.6K———
Captrust Financial Advisors
N/A—37,789-37,789-100%$674.1K———
Modern Wealth Management, LLC
N/A—36,952-36,952-100%$659.2K———
Wealth Alliance, LLC
N/A—36,824-36,824-100%$656.9K———
Texas Yale Capital Corp.
N/A—36,714-36,714-100%$655.0K———
Mariner, LLC
N/A—35,336-35,336-100%$630.4K———
Balanced Rock Investment Advisors LLC
N/A—32,395-32,395-100%$577.9K———
Jane Street Group, LLC
N/A—31,088-31,088-100%$554.6K———
First Manhattan Co. Llc.
N/A—29,924-29,924-100%$533.8K———
Ausdal Financial Partners, Inc.
N/A—29,646-29,646-100%$528.9K———
Marshall Financial Group, LLC
N/A—28,907-28,907-100%$515.7K———
Ariadne Wealth Management, LP
N/A—28,750-28,750-100%$512.9K———
Summit Financial, LLC
N/A—27,152-27,152-100%$484.4K———
Advisory Services Network, LLC
N/A—22,842-22,842-100%$407.5K———
Wall Street Financial Group, Inc.
N/A—21,580-21,580-100%$385.0K———
Apriem Advisors
N/A—21,000-21,000-100%$374.6K———
Stratos Wealth Partners, Ltd.
N/A—20,945-20,945-100%$373.7K———
Gladstone Institutional Advisory LLC
N/A—20,734-20,734-100%$369.9K———
Coldstream Capital Management Inc
N/A—20,643-20,643-100%$368.3K———
Global Retirement Partners, LLC
N/A—18,778-18,778-100%$335.0K———
Natixis Advisors, LLC
N/A—18,443-18,443-100%$329.0K———
Arkadios Wealth Advisors
N/A—16,191-16,191-100%$288.8K———
Cerity Partners LLC
N/A—15,506-15,506-100%$276.6K———
Bartlett & Co. Wealth Management LLC
N/A—15,236-15,236-100%$271.8K———
Focus Partners Wealth
N/A—15,126-15,126-100%$269.9K———
Sequoia Financial Advisors, LLC
N/A—15,055-15,055-100%$268.6K———
Kingsview Wealth Management, LLC
N/A—14,798-14,798-100%$264.0K———
Centaurus Financial, Inc.
N/A—14,738-14,738-100%$263.0K———
Mission Hills Financial Advisory, LLC
N/A—14,546-14,546-100%$259.5K———
Two Sigma Securities, LLC
N/A—13,226-13,226-100%$236.0K———
Cary Street Partners Financial LLC
N/A—13,220-13,220-100%$235.8K———
Mainstay Capital Management LLC
N/A—12,670-12,670-100%$226.0K———
World Investment Advisors
N/A—12,642-12,642-100%$221.7K———
Blair William & Co
N/A—12,494-12,494-100%$222.9K———
O'rourke & Company, Inc
N/A—11,945-11,945-100%$213.1K———
Darwin Wealth Management, LLC
N/A—10,842-10,842-100%$193.4K———
Carson Advisory Inc.
N/A—10,500-10,500-100%$187.3K———
Staley Capital Advisers Inc
N/A—10,000-10,000-100%$178.4K———
Founders Financial Alliance, LLC
N/A—6,220-6,220-100%$111.0K———
IMA Advisory Services, Inc.
N/A—5,404-5,404-100%$96.4K———
Bank of Montreal
N/A—4,513-4,513-100%$79.9K———
Horizon Kinetics Asset Management LLC
N/A—3,454-3,454-100%$61.6K———
Allworth Financial LP
N/A—2,620-2,620-100%$46.7K———
Regatta Research & Money Management
N/A—2,618-2,618-100%$46.7K———
Ankerstar Wealth, LLC
N/A—2,237-2,237-100%$39.9K———
FMR LLC
N/A—1,660-1,660-100%$29.6K———
Ameritas Advisory Services, LLC
N/A—505-505-100%$9.0K———
Synergy Investment Management, LLC
N/A—451-451-100%$8.0K———
Bogart Wealth, LLC
N/A—378-378-100%$6.7K———
Strategic Wealth Partners, Ltd.
N/A—292-292-100%$5.2K———
AE Wealth Management LLC
N/A—214-214-100%$3.8K———
Institute for Wealth Management, Llc.
N/A—206-206-100%$3.7K———
Clearstead Advisors, LLC
N/A—181-181-100%$3.2K———
Delta Asset Management LLC
N/A—105-105-100%$1.9K———
Van Eck Associates Corp
N/A—95-95-100%$1.7K———
Franklin Resources Inc
N/A—60-60-100%$1.1K———
BNP Paribas Financial Markets
N/A—48-48-100%$856———
Tower Research Capital LLC (TRC)
N/A—30-30-100%$535———
Showing 245 of 245 institutions