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Vaneck IG Floating Rate ETF (FLTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,080,523 from 3,153,628
Change-73,105 (-2%)
Value$78.8M (-$1.9M)
Filed 2026-10-27
Fusion Capital, LLC
INCREASED
Shares1,708,837 from 1,526,730
Change+182,107 (+12%)
Value$43.7M (+$4.6M)
Filed 2026-10-28
Twelve Points Wealth Management LLC
INCREASED
Shares1,223,520 from 1,104,702
Change+118,818 (+11%)
Value$31.3M (+$3.0M)
Filed 2026-11-03
Insight Wealth Strategies, LLC
INCREASED
Shares1,138,827 from 1,105,715
Change+33,112 (+3%)
Value$29.1M (+$913.7K)
Filed 2026-10-09
Creative Planning
DECREASED
Shares801,400 from 817,993
Change-16,593 (-2%)
Value$20.5M (-$441.0K)
Filed 2026-11-02
Demars Financial Group, LLC
INCREASED
Shares717,093 from 660,006
Change+57,087 (+9%)
Value$18.4M (+$1.4M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares641,062 from 576,532
Change+64,530 (+11%)
Value$16.4K (-$14.7M)
Filed 2026-11-02
White Pine Investment Co
INCREASED
Shares588,306 from 575,230
Change+13,076 (+2%)
Value$15.1K (-$14.7M)
Filed 2026-10-15
Deseret Mutual Benefit Administrators
DECREASED
Shares548,555 from 581,638
Change-33,083 (-6%)
Value$14.0M (-$858.2K)
Filed 2026-11-04
Lane Brothers & Co Inc
DECREASED
Shares516,199 from 670,630
Change-154,431 (-23%)
Value$13.2M (-$4.0M)
Filed 2026-11-02
Parsons Capital Management Inc
INCREASED
Shares513,147 from 486,022
Change+27,125 (+6%)
Value$13.1M (+$684.4K)
Filed 2026-10-28
Elevatus Welath Management
INCREASED
Shares476,630 from 378,035
Change+98,595 (+26%)
Value$12.2M (+$2.5M)
Filed 2026-10-19
Compass Financial Management LLC
INCREASED
Shares418,921 from 319,364
Change+99,557 (+31%)
Value$10.7M (+$2.5M)
Filed 2026-10-30
Ferguson Shapiro LLC
INCREASED
Shares412,208 from 258,711
Change+153,497 (+59%)
Value$10.5M (+$3.9M)
Filed 2026-10-16
Anson Capital, Inc.
INCREASED
Shares386,053 from 383,146
Change+2,907 (+1%)
Value$9.9M (+$66.7K)
Filed 2026-10-23
AlphaStar Capital Management, LLC
INCREASED
Shares340,327 from 303,888
Change+36,439 (+12%)
Value$8.7M (+$926.4K)
Filed 2026-10-16
Virtue Capital Management, LLC
INCREASED
Shares331,932 from 325,849
Change+6,083 (+2%)
Value$8.5M (+$149.1K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED
Shares329,073 from 110,323
Change+218,750 (+198%)
Value$8.4M (+$5.6M)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares326,802 from 166,592
Change+160,210 (+96%)
Value$8.4M (+$4.1M)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares321,687
Change+321,687
Value$8.2M
Filed 2026-10-13
Destiny Wealth Partners, LLC
INCREASED
Shares305,595 from 280,947
Change+24,648 (+9%)
Value$7.8M (+$591.5K)
Filed 2026-11-05
Verdence Capital Advisors LLC
NEW
Shares281,356
Change+281,356
Value$7.2M
Filed 2026-10-26
Avalon Capital Management
INCREASED
Shares276,639 from 9,737
Change+266,902 (+2741%)
Value$7.1M (+$6.8M)
Filed 2026-11-04
Clear Creek Financial Management, LLC
NEW
Shares253,157
Change+253,157
Value$6.5M
Filed 2026-10-28
Montis Financial, LLC
INCREASED
Shares244,754 from 239,348
Change+5,406 (+2%)
Value$6.3M (+$133.6K)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares244,022 from 212,498
Change+31,524 (+15%)
Value$6.2M (+$801.8K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares235,752 from 243,513
Change-7,761 (-3%)
Value$6.0M (-$203.5K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares226,886 from 51,223
Change+175,663 (+343%)
Value$5.8M (+$4.5M)
Filed 2026-10-08
KFA Private Wealth Group, LLC
DECREASED
Shares207,307 from 220,459
Change-13,152 (-6%)
Value$5.3M (-$341.0K)
Filed 2026-10-07
Kestra Advisory Services, LLC
INCREASED
Shares199,514 from 160,750
Change+38,764 (+24%)
Value$5.1M (+$988.8K)
Filed 2026-11-02
Bensler, LLC
DECREASED
Shares187,364 from 226,117
Change-38,753 (-17%)
Value$4.8M (-$996.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares173,377 from 172,534
Change+843 (+0%)
Value$4.4M (+$18.1K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares168,619 from 77,195
Change+91,424 (+118%)
Value$4.3M (+$2.3M)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares167,617 from 170,617
Change-3,000 (-2%)
Value$4.3M (-$80.2K)
Filed 2026-10-15
Smith Partners Wealth Management, LLC
INCREASED
Shares159,576 from 110,369
Change+49,207 (+45%)
Value$4.1M (+$1.3M)
Filed 2026-11-05
North Star Investment Management Corp.
INCREASED
Shares158,026 from 149,897
Change+8,129 (+5%)
Value$4.0M (+$205.0K)
Filed 2026-10-27
Asset One Wealth Management LLC
INCREASED
Shares151,749 from 146,951
Change+4,798 (+3%)
Value$3.9M (+$127.2K)
Filed 2026-11-02
CWC Advisors, Llc.
DECREASED
Shares144,200 from 213,211
Change-69,011 (-32%)
Value$3.7M (-$1.8M)
Filed 2026-10-15
High Note Wealth, LLC
DECREASED
Shares143,711 from 147,905
Change-4,194 (-3%)
Value$3.7M (-$110.3K)
Filed 2026-10-27
Eagle Harbor Asset Management Inc
INCREASED
Shares138,961 from 136,878
Change+2,083 (+2%)
Value$3.6M (+$50.6K)
Filed 2026-10-21
Smith Thornton Advisors LLC
INCREASED
Shares135,398 from 133,885
Change+1,513 (+1%)
Value$3.5M (+$41.4K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares134,860 from 110,104
Change+24,756 (+22%)
Value$3.5M (+$631.3K)
Filed 2026-10-08
Redwood Financial Network Corp
DECREASED
Shares134,397 from 139,525
Change-5,128 (-4%)
Value$3.4M (-$134.0K)
Filed 2026-11-03
AlphaCore Capital LLC
UNCHANGED
Shares128,710 from 128,710
Change0 (0%)
Value$3.3M (-$2.6K)
Filed 2026-11-04
Fortune Financial Group, Inc.
INCREASED
Shares127,060 from 51,577
Change+75,483 (+146%)
Value$3.3M (+$1.9M)
Filed 2026-10-22
Basso Capital Management, L.P.
NEW
Shares118,378
Change+118,378
Value$3.0M
Filed 2026-10-30
Fifth Third Securities, Inc.
NEW
Shares114,302
Change+114,302
Value$2.9M
Filed 2026-10-21
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares109,997 from 115,403
Change-5,406 (-5%)
Value$2.8M (-$140.7K)
Filed 2026-10-14
Howard Wealth Management, LLC
INCREASED
Shares107,970 from 104,932
Change+3,038 (+3%)
Value$2.8M (+$75.7K)
Filed 2026-10-28
Orba Wealth Advisors, L.L.C.
INCREASED
Shares94,807 from 74,720
Change+20,087 (+27%)
Value$2.4M (+$512.5K)
Filed 2026-10-23
Vista Investment Partners II, LLC
INCREASED
Shares93,323 from 88,649
Change+4,674 (+5%)
Value$2.4M (+$117.8K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares81,588 from 76,483
Change+5,105 (+7%)
Value$2.1M (+$129.1K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares80,301 from 61,684
Change+18,617 (+30%)
Value$2.1K (-$1.6M)
Filed 2026-10-26
Hosking Partners LLP
NEW
Shares77,978
Change+77,978
Value$5.8M
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares77,346 from 72,025
Change+5,321 (+7%)
Value$2.0M (+$134.7K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares71,756 from 69,659
Change+2,097 (+3%)
Value$1.8M (+$52.3K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares62,778 from 87,184
Change-24,406 (-28%)
Value$1.6M (-$626.3K)
Filed 2026-11-03
Entrust Financial LLC
NEW
Shares59,052
Change+59,052
Value$1.5M
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares57,432 from 55,970
Change+1,462 (+3%)
Value$1.5M (+$36.3K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares57,395 from 49,585
Change+7,810 (+16%)
Value$1.5M (+$198.9K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
DECREASED
Shares57,366 from 64,674
Change-7,308 (-11%)
Value$1.5M (-$188.5K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares54,104 from 50,812
Change+3,292 (+6%)
Value$1.4M (+$83.2K)
Filed 2026-10-16
Vima LLC
INCREASED
Shares50,603 from 49,994
Change+609 (+1%)
Value$1.3M (+$14.6K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
DECREASED
Shares49,638 from 88,177
Change-38,539 (-44%)
Value$1.3M (-$988.0K)
Filed 2026-10-15
Optivise Advisory Services LLC
INCREASED
Shares49,111 from 48,089
Change+1,022 (+2%)
Value$1.3M (+$25.2K)
Filed 2026-10-19
Milestone Asset Management, LLC
DECREASED
Shares46,766 from 47,021
Change-255 (-1%)
Value$1.2M (-$7.5K)
Filed 2026-10-15
WealthPLAN Partners, LLC
DECREASED
Shares46,103 from 72,026
Change-25,923 (-36%)
Value$1.2M (-$664.8K)
Filed 2026-10-15
Wespac Advisors, LLC
INCREASED
Shares45,556 from 39,110
Change+6,446 (+16%)
Value$1.2M (+$164.2K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares44,488 from 40,575
Change+3,913 (+10%)
Value$1.1M (+$99.3K)
Filed 2026-10-15
City Center Advisors, LLC
DECREASED
Shares43,055 from 47,450
Change-4,395 (-9%)
Value$1.1M (-$113.4K)
Filed 2026-10-08
Keybank National Association
UNCHANGED
Shares42,819 from 42,819
Change0 (0%)
Value$1.1M (-$857)
Filed 2026-11-04
Cascade Investment Group, Inc.
NEW
Shares42,100
Change+42,100
Value$1.1M
Filed 2026-10-13
Opal Wealth Advisors, LLC
DECREASED
Shares41,822 from 42,824
Change-1,002 (-2%)
Value$1.1M (-$26.5K)
Filed 2026-10-16
WBH Advisory Inc
INCREASED
Shares39,391 from 29,921
Change+9,470 (+32%)
Value$1.0M (+$241.7K)
Filed 2026-11-05
Whipplewood Advisors, LLC
NEW
Shares39,263
Change+39,263
Value$1.0M
Filed 2026-10-20
Royal Fund Management, LLC
DECREASED
Shares38,490 from 39,146
Change-656 (-2%)
Value$985.0K (-$17.6K)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares38,045 from 31,545
Change+6,500 (+21%)
Value$973.6K (+$165.7K)
Filed 2026-10-20
Concord Wealth Partners
INCREASED
Shares37,974 from 34,602
Change+3,372 (+10%)
Value$971.8K (+$85.6K)
Filed 2026-11-02
Lionsbridge Wealth Management LLC
DECREASED
Shares37,926 from 39,916
Change-1,990 (-5%)
Value$970.5K (-$51.7K)
Filed 2026-10-26
Mirador Capital Partners LP
INCREASED
Shares37,105 from 23,703
Change+13,402 (+57%)
Value$949.5K (+$342.5K)
Filed 2026-10-09
Integrity Alliance, Llc.
DECREASED
Shares35,608 from 59,812
Change-24,204 (-40%)
Value$911.2K (-$620.6K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares34,535 from 27,372
Change+7,163 (+26%)
Value$883.8K (+$182.8K)
Filed 2026-10-22
Creative Financial Designs Inc
NEW
Shares33,559
Change+33,559
Value$858.8K
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares32,442 from 32,442
Change0 (0%)
Value$830.2K (-$649)
Filed 2026-11-04
Mezzasalma Advisors, LLC
NEW
Shares31,278
Change+31,278
Value$800.4K
Filed 2026-10-14
Keudell ison Wealth Management
INCREASED
Shares31,032 from 30,588
Change+444 (+1%)
Value$794.1K (+$10.8K)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares30,968 from 30,444
Change+524 (+2%)
Value$792.5K (+$12.8K)
Filed 2026-11-03
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares30,963 from 31,368
Change-405 (-1%)
Value$792.3K (-$11.0K)
Filed 2026-10-07
Bright Futures Wealth Management, Llc.
INCREASED
Shares30,494 from 30,222
Change+272 (+1%)
Value$780.3K (+$6.3K)
Filed 2026-10-23
VestGen Advisors, LLC
NEW
Shares27,060
Change+27,060
Value$692.5K
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares27,043 from 25,309
Change+1,734 (+7%)
Value$692.0K (+$43.9K)
Filed 2026-10-16
Tucker Asset Management LLC
DECREASED
Shares26,655 from 26,904
Change-249 (-1%)
Value$682.1K (-$6.9K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares26,445 from 25,587
Change+858 (+3%)
Value$676.7K (+$21.4K)
Filed 2026-11-02
MGO One Seven LLC
UNCHANGED
Shares25,672 from 25,672
Change0 (0%)
Value$656.9K (-$514)
Filed 2026-10-28
Grantvest Financial Group LLC
INCREASED
Shares24,968 from 23,749
Change+1,219 (+5%)
Value$638.9K (+$30.7K)
Filed 2026-10-21
Ted Buchan & Co
NEW
Shares24,200
Change+24,200
Value$619.3K
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares23,779 from 23,567
Change+212 (+1%)
Value$608.5K (+$5.0K)
Filed 2026-10-22
Valley Wealth Managers, Inc.
DECREASED
Shares23,636 from 24,268
Change-632 (-3%)
Value$604.8K (-$16.7K)
Filed 2026-10-09
RKL Wealth Management LLC
NEW
Shares22,906
Change+22,906
Value$586.2K
Filed 2026-10-16
SeaCrest Wealth Management, LLC
NEW
Shares21,033
Change+21,033
Value$538.2K
Filed 2026-10-21
First Security Investment Management, Inc.
INCREASED
Shares21,000 from 20,806
Change+194 (+1%)
Value$537.4K (+$4.6K)
Filed 2026-11-05
Concord Asset Management, LLC
INCREASED
Shares20,259 from 16,023
Change+4,236 (+26%)
Value$518.4K (+$108.1K)
Filed 2026-11-02
Independent Wealth Network Inc.
UNCHANGED
Shares20,173 from 20,173
Change0 (0%)
Value$516.2K (-$404)
Filed 2026-10-19
Centurion Wealth Management LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$511.8K (-$400)
Filed 2026-10-13
Signal Advisors Wealth, LLC
NEW
Shares19,988
Change+19,988
Value$511.5K
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares18,196 from 16,460
Change+1,736 (+11%)
Value$465.6K (+$44.1K)
Filed 2026-10-13
Sugar Maple Asset Management, LLC
INCREASED
Shares17,673 from 12,570
Change+5,103 (+41%)
Value$452.3K (+$130.3K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares16,648 from 16,285
Change+363 (+2%)
Value$426.0K (+$9.0K)
Filed 2026-10-29
Root Financial Partners, LLC
UNCHANGED
Shares16,285 from 16,285
Change0 (0%)
Value$416.7K (-$326)
Filed 2026-10-21
Kelly Financial Services LLC
INCREASED
Shares15,132 from 10,245
Change+4,887 (+48%)
Value$387.2K (+$124.8K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares14,024 from 14,072
Change-48 (0%)
Value$358.9K (-$1.5K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares13,525 from 15,227
Change-1,702 (-11%)
Value$346.1K (-$43.9K)
Filed 2026-10-16
Verus Capital Partners, LLC
DECREASED
Shares13,100 from 14,600
Change-1,500 (-10%)
Value$335.2K (-$38.7K)
Filed 2026-11-03
Seelaus Asset Management LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$332.7K (-$260)
Filed 2026-10-14
Heck Capital Advisors, LLC
UNCHANGED
Shares12,979 from 12,979
Change0 (0%)
Value$332.1K (-$260)
Filed 2026-10-14
Northwest Wealth Management, LLC
DECREASED
Shares12,617 from 14,927
Change-2,310 (-15%)
Value$322.9K (-$59.4K)
Filed 2026-10-30
AGF Management LTD
INCREASED
Shares12,610 from 8,045
Change+4,565 (+57%)
Value$322.7K (+$116.7K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares11,250 from 9,250
Change+2,000 (+22%)
Value$287.7K (+$50.8K)
Filed 2026-10-30
Sheets Smith Wealth Management
INCREASED
Shares10,735 from 10,648
Change+87 (+1%)
Value$274.7K (+$2.0K)
Filed 2026-10-16
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares10,607 from 13,223
Change-2,616 (-20%)
Value$271.4K (-$67.2K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares10,360 from 10,360
Change0 (0%)
Value$265.1K (-$208)
Filed 2026-11-02
Third View Private Wealth, LLC
NEW
Shares10,356
Change+10,356
Value$265.0K
Filed 2026-10-30
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares10,354 from 10,071
Change+283 (+3%)
Value$265.0K (+$7.0K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,177 from 9,185
Change+992 (+11%)
Value$259.9K (+$25.2K)
Filed 2026-10-13
Ryan Investment Management, Inc.
NEW
Shares9,935
Change+9,935
Value$254.2K
Filed 2026-10-20
FIG Financial Advisory Services Inc
DECREASED
Shares9,568 from 13,967
Change-4,399 (-31%)
Value$244.8K (-$112.9K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
DECREASED
Shares9,478 from 9,710
Change-232 (-2%)
Value$242.6K (-$6.1K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
DECREASED
Shares9,421 from 9,713
Change-292 (-3%)
Value$241.1K (-$7.7K)
Filed 2026-10-19
Quantum Financial Partners LLC
NEW
Shares9,230
Change+9,230
Value$236.2K
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
DECREASED
Shares9,218 from 10,656
Change-1,438 (-13%)
Value$235.9K (-$37.0K)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares8,990 from 8,990
Change0 (0%)
Value$230.1K (-$180)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares8,373 from 9,250
Change-877 (-9%)
Value$214.3K (-$22.6K)
Filed 2026-10-21
Silverlake Wealth Management LLC
NEW
Shares8,190
Change+8,190
Value$209.6K
Filed 2026-10-21
Alpine Bank Wealth Management
NEW
Shares8,168
Change+8,168
Value$209.0K
Filed 2026-10-16
Central Trust Co
INCREASED
Shares6,925 from 4,025
Change+2,900 (+72%)
Value$177.2K (+$74.1K)
Filed 2026-11-05
Eastern Bank
NEW
Shares4,788
Change+4,788
Value$122.5K
Filed 2026-10-05
Nova Financial LLC
NEW
Shares2,305
Change+2,305
Value$59.0K
Filed 2026-11-04
Elevated Capital Advisors, LLC
INCREASED
Shares2,192 from 2,169
Change+23 (+1%)
Value$56.1K (+$542)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares2,167 from 2,167
Change0 (0%)
Value$55.5K (-$43)
Filed 2026-10-20
Nemes Rush Group LLC
NEW
Shares1,980
Change+1,980
Value$50.7K
Filed 2026-11-04
Signature Equity Partners, LLC
UNCHANGED
Shares1,746 from 1,746
Change0 (0%)
Value$44.7K (-$35)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,414 from 1,414
Change0 (0%)
Value$36.2K (-$29)
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares1,257
Change+1,257
Value$32.2K
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$25.2K (-$20)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
NEW
Shares782
Change+782
Value$20.0K
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares760 from 1,022
Change-262 (-26%)
Value$19.4K (-$6.7K)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$18.7K (-$15)
Filed 2026-10-21
Transce3nd, LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$16.6K (+$6)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$14.1K (-$12)
Filed 2026-10-14
NBH Bank
NEW
Shares522
Change+522
Value$13.4K
Filed 2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$10.2K (-$8)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares133
Change+133
Value$3.4K
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares65 from 64
Change+1 (+2%)
Value$1.7K (+$16)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$485 (-$1)
Filed 2026-11-04
Systelligence, LLC
CLOSED
Shares0 from 251,058
Change-251,058 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-05
Kaizen Financial Strategies
CLOSED
Shares0 from 8,396
Change-8,396 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-09
Blue Trust, Inc.
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-15
Security National Bank
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-13
Wells Fargo & Company
N/A
Shares— from 4,555,378
Change-4,555,378 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,554,828
Change-4,554,828 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,274,213
Change-4,274,213 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,403,550
Change-3,403,550 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 3,314,952
Change-3,314,952 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,554,661
Change-2,554,661 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,045,817
Change-2,045,817 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,802,790
Change-1,802,790 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,056,143
Change-1,056,143 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 595,180
Change-595,180 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 528,739
Change-528,739 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 487,112
Change-487,112 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 480,200
Change-480,200 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 442,042
Change-442,042 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 392,867
Change-392,867 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 392,618
Change-392,618 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 392,126
Change-392,126 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 380,015
Change-380,015 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 372,818
Change-372,818 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 341,380
Change-341,380 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 325,376
Change-325,376 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 272,944
Change-272,944 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 239,768
Change-239,768 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 185,994
Change-185,994 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 185,621
Change-185,621 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 184,048
Change-184,048 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 179,820
Change-179,820 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 179,412
Change-179,412 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 170,242
Change-170,242 (-100%)
Value—
&partners
N/A
Shares— from 168,993
Change-168,993 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 166,281
Change-166,281 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 155,198
Change-155,198 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 148,647
Change-148,647 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 138,500
Change-138,500 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 131,784
Change-131,784 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 131,723
Change-131,723 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 129,201
Change-129,201 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 121,281
Change-121,281 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 115,648
Change-115,648 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 114,988
Change-114,988 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 110,908
Change-110,908 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 108,978
Change-108,978 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 106,004
Change-106,004 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 105,021
Change-105,021 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 95,845
Change-95,845 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 94,160
Change-94,160 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 91,389
Change-91,389 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 82,817
Change-82,817 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 72,532
Change-72,532 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 71,169
Change-71,169 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 64,587
Change-64,587 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 52,379
Change-52,379 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 51,181
Change-51,181 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 46,031
Change-46,031 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 45,171
Change-45,171 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 40,952
Change-40,952 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 38,006
Change-38,006 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 37,827
Change-37,827 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 37,127
Change-37,127 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 33,370
Change-33,370 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 32,202
Change-32,202 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 31,072
Change-31,072 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 29,747
Change-29,747 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 29,670
Change-29,670 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 29,323
Change-29,323 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 27,439
Change-27,439 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 27,314
Change-27,314 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,105
Change-26,105 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 24,758
Change-24,758 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,022
Change-24,022 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,011
Change-23,011 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,747
Change-19,747 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 19,680
Change-19,680 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,334
Change-18,334 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 16,919
Change-16,919 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,332
Change-16,332 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 15,780
Change-15,780 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 15,027
Change-15,027 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,931
Change-14,931 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 13,827
Change-13,827 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,565
Change-12,565 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 12,065
Change-12,065 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,938
Change-11,938 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 11,707
Change-11,707 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,775
Change-10,775 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 10,508
Change-10,508 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,467
Change-9,467 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,059
Change-9,059 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 874
Change-874 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 334
Change-334 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 106
Change-106 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 0
Change0
Value—
Status
Pinnacle Wealth Planning Services, Inc.
DECREASED3,080,5233,153,628-73,105-2%$80.8M$78.8M-$1.9M2026-10-27
Fusion Capital, LLC
INCREASED1,708,8371,526,730+182,107+12%$39.1M$43.7M+$4.6M2026-10-28
Twelve Points Wealth Management LLC
INCREASED1,223,5201,104,702+118,818+11%$28.3M$31.3M+$3.0M2026-11-03
Insight Wealth Strategies, LLC
INCREASED1,138,8271,105,715+33,112+3%$28.2M$29.1M+$913.7K2026-10-09
Creative Planning
DECREASED801,400817,993-16,593-2%$20.9M$20.5M-$441.0K2026-11-02
Demars Financial Group, LLC
INCREASED717,093660,006+57,087+9%$16.9M$18.4M+$1.4M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED641,062576,532+64,530+11%$14.8M$16.4K-$14.7M2026-11-02
White Pine Investment Co
INCREASED588,306575,230+13,076+2%$14.7M$15.1K-$14.7M2026-10-15
Deseret Mutual Benefit Administrators
DECREASED548,555581,638-33,083-6%$14.9M$14.0M-$858.2K2026-11-04
Lane Brothers & Co Inc
DECREASED516,199670,630-154,431-23%$17.2M$13.2M-$4.0M2026-11-02
Parsons Capital Management Inc
INCREASED513,147486,022+27,125+6%$12.4M$13.1M+$684.4K2026-10-28
Elevatus Welath Management
INCREASED476,630378,035+98,595+26%$9.7M$12.2M+$2.5M2026-10-19
Compass Financial Management LLC
INCREASED418,921319,364+99,557+31%$8.2M$10.7M+$2.5M2026-10-30
Ferguson Shapiro LLC
INCREASED412,208258,711+153,497+59%$6.6M$10.5M+$3.9M2026-10-16
Anson Capital, Inc.
INCREASED386,053383,146+2,907+1%$9.8M$9.9M+$66.7K2026-10-23
AlphaStar Capital Management, LLC
INCREASED340,327303,888+36,439+12%$7.8M$8.7M+$926.4K2026-10-16
Virtue Capital Management, LLC
INCREASED331,932325,849+6,083+2%$8.3M$8.5M+$149.1K2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED329,073110,323+218,750+198%$2.8M$8.4M+$5.6M2026-10-14
Focus Financial Network, Inc.
INCREASED326,802166,592+160,210+96%$4.3M$8.4M+$4.1M2026-10-14
Meriwether Wealth & Planning, LLC
NEW321,687—+321,687——$8.2M—2026-10-13
Destiny Wealth Partners, LLC
INCREASED305,595280,947+24,648+9%$7.2M$7.8M+$591.5K2026-11-05
Verdence Capital Advisors LLC
NEW281,356—+281,356——$7.2M—2026-10-26
Avalon Capital Management
INCREASED276,6399,737+266,902+2741%$249.4K$7.1M+$6.8M2026-11-04
Clear Creek Financial Management, LLC
NEW253,157—+253,157——$6.5M—2026-10-28
Montis Financial, LLC
INCREASED244,754239,348+5,406+2%$6.1M$6.3M+$133.6K2026-11-04
Sovran Advisors, LLC
INCREASED244,022212,498+31,524+15%$5.4M$6.2M+$801.8K2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED235,752243,513-7,761-3%$6.2M$6.0M-$203.5K2026-10-16
Farther Finance Advisors, LLC
INCREASED226,88651,223+175,663+343%$1.3M$5.8M+$4.5M2026-10-08
KFA Private Wealth Group, LLC
DECREASED207,307220,459-13,152-6%$5.6M$5.3M-$341.0K2026-10-07
Kestra Advisory Services, LLC
INCREASED199,514160,750+38,764+24%$4.1M$5.1M+$988.8K2026-11-02
Bensler, LLC
DECREASED187,364226,117-38,753-17%$5.8M$4.8M-$996.2K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED173,377172,534+843+0%$4.4M$4.4M+$18.1K2026-10-30
TD Waterhouse Canada Inc.
INCREASED168,61977,195+91,424+118%$2.0M$4.3M+$2.3M2026-10-16
Mission Wealth Management, LP
DECREASED167,617170,617-3,000-2%$4.4M$4.3M-$80.2K2026-10-15
Smith Partners Wealth Management, LLC
INCREASED159,576110,369+49,207+45%$2.8M$4.1M+$1.3M2026-11-05
North Star Investment Management Corp.
INCREASED158,026149,897+8,129+5%$3.8M$4.0M+$205.0K2026-10-27
Asset One Wealth Management LLC
INCREASED151,749146,951+4,798+3%$3.8M$3.9M+$127.2K2026-11-02
CWC Advisors, Llc.
DECREASED144,200213,211-69,011-32%$5.5M$3.7M-$1.8M2026-10-15
High Note Wealth, LLC
DECREASED143,711147,905-4,194-3%$3.8M$3.7M-$110.3K2026-10-27
Eagle Harbor Asset Management Inc
INCREASED138,961136,878+2,083+2%$3.5M$3.6M+$50.6K2026-10-21
Smith Thornton Advisors LLC
INCREASED135,398133,885+1,513+1%$3.4M$3.5M+$41.4K2026-10-16
First Heartland Consultants, Inc.
INCREASED134,860110,104+24,756+22%$2.8M$3.5M+$631.3K2026-10-08
Redwood Financial Network Corp
DECREASED134,397139,525-5,128-4%$3.6M$3.4M-$134.0K2026-11-03
AlphaCore Capital LLC
UNCHANGED128,710128,71000%$3.3M$3.3M-$2.6K2026-11-04
Fortune Financial Group, Inc.
INCREASED127,06051,577+75,483+146%$1.3M$3.3M+$1.9M2026-10-22
Basso Capital Management, L.P.
NEW118,378—+118,378——$3.0M—2026-10-30
Fifth Third Securities, Inc.
NEW114,302—+114,302——$2.9M—2026-10-21
Yanni & Associates Investment Advisors, LLC
DECREASED109,997115,403-5,406-5%$3.0M$2.8M-$140.7K2026-10-14
Howard Wealth Management, LLC
INCREASED107,970104,932+3,038+3%$2.7M$2.8M+$75.7K2026-10-28
Orba Wealth Advisors, L.L.C.
INCREASED94,80774,720+20,087+27%$1.9M$2.4M+$512.5K2026-10-23
Vista Investment Partners II, LLC
INCREASED93,32388,649+4,674+5%$2.3M$2.4M+$117.8K2026-10-15
Oppenheimer & Co Inc
INCREASED81,58876,483+5,105+7%$2.0M$2.1M+$129.1K2026-10-26
Park Avenue Securities LLC
INCREASED80,30161,684+18,617+30%$1.6M$2.1K-$1.6M2026-10-26
Hosking Partners LLP
NEW77,978—+77,978——$5.8M—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED77,34672,025+5,321+7%$1.8M$2.0M+$134.7K2026-11-04
Dynamic Advisor Solutions LLC
INCREASED71,75669,659+2,097+3%$1.8M$1.8M+$52.3K2026-10-13
Advisor OS, LLC
DECREASED62,77887,184-24,406-28%$2.2M$1.6M-$626.3K2026-11-03
Entrust Financial LLC
NEW59,052—+59,052——$1.5M—2026-11-04
Koshinski Asset Management, Inc.
INCREASED57,43255,970+1,462+3%$1.4M$1.5M+$36.3K2026-10-29
PFG Advisors
INCREASED57,39549,585+7,810+16%$1.3M$1.5M+$198.9K2026-10-16
Harbor Asset Planning, Inc.
DECREASED57,36664,674-7,308-11%$1.7M$1.5M-$188.5K2026-10-23
IFP Advisors, Inc
INCREASED54,10450,812+3,292+6%$1.3M$1.4M+$83.2K2026-10-16
Vima LLC
INCREASED50,60349,994+609+1%$1.3M$1.3M+$14.6K2026-10-23
WealthPlan Investment Management, LLC
DECREASED49,63888,177-38,539-44%$2.3M$1.3M-$988.0K2026-10-15
Optivise Advisory Services LLC
INCREASED49,11148,089+1,022+2%$1.2M$1.3M+$25.2K2026-10-19
Milestone Asset Management, LLC
DECREASED46,76647,021-255-1%$1.2M$1.2M-$7.5K2026-10-15
WealthPLAN Partners, LLC
DECREASED46,10372,026-25,923-36%$1.8M$1.2M-$664.8K2026-10-15
Wespac Advisors, LLC
INCREASED45,55639,110+6,446+16%$1.0M$1.2M+$164.2K2026-10-26
Atria Investments, Inc
INCREASED44,48840,575+3,913+10%$1.0M$1.1M+$99.3K2026-10-15
City Center Advisors, LLC
DECREASED43,05547,450-4,395-9%$1.2M$1.1M-$113.4K2026-10-08
Keybank National Association
UNCHANGED42,81942,81900%$1.1M$1.1M-$8572026-11-04
Cascade Investment Group, Inc.
NEW42,100—+42,100——$1.1M—2026-10-13
Opal Wealth Advisors, LLC
DECREASED41,82242,824-1,002-2%$1.1M$1.1M-$26.5K2026-10-16
WBH Advisory Inc
INCREASED39,39129,921+9,470+32%$766.3K$1.0M+$241.7K2026-11-05
Whipplewood Advisors, LLC
NEW39,263—+39,263——$1.0M—2026-10-20
Royal Fund Management, LLC
DECREASED38,49039,146-656-2%$1.0M$985.0K-$17.6K2026-10-22
Integrated Advisors Network LLC
INCREASED38,04531,545+6,500+21%$807.9K$973.6K+$165.7K2026-10-20
Concord Wealth Partners
INCREASED37,97434,602+3,372+10%$886.2K$971.8K+$85.6K2026-11-02
Lionsbridge Wealth Management LLC
DECREASED37,92639,916-1,990-5%$1.0M$970.5K-$51.7K2026-10-26
Mirador Capital Partners LP
INCREASED37,10523,703+13,402+57%$607.0K$949.5K+$342.5K2026-10-09
Integrity Alliance, Llc.
DECREASED35,60859,812-24,204-40%$1.5M$911.2K-$620.6K2026-10-29
Brookstone Capital Management
INCREASED34,53527,372+7,163+26%$701.0K$883.8K+$182.8K2026-10-22
Creative Financial Designs Inc
NEW33,559—+33,559——$858.8K—2026-11-04
Kohmann Bosshard Financial Services, LLC
UNCHANGED32,44232,44200%$830.8K$830.2K-$6492026-11-04
Mezzasalma Advisors, LLC
NEW31,278—+31,278——$800.4K—2026-10-14
Keudell ison Wealth Management
INCREASED31,03230,588+444+1%$783.4K$794.1K+$10.8K2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED30,96830,444+524+2%$779.7K$792.5K+$12.8K2026-11-03
Silvia Mccoll Wealth Management, LLC
DECREASED30,96331,368-405-1%$803.3K$792.3K-$11.0K2026-10-07
Bright Futures Wealth Management, Llc.
INCREASED30,49430,222+272+1%$774.0K$780.3K+$6.3K2026-10-23
VestGen Advisors, LLC
NEW27,060—+27,060——$692.5K—2026-10-27
Concurrent Investment Advisors, LLC
INCREASED27,04325,309+1,734+7%$648.2K$692.0K+$43.9K2026-10-16
Tucker Asset Management LLC
DECREASED26,65526,904-249-1%$689.0K$682.1K-$6.9K2026-10-29
Commonwealth Equity Services, LLC
INCREASED26,44525,587+858+3%$655.3K$676.7K+$21.4K2026-11-02
MGO One Seven LLC
UNCHANGED25,67225,67200%$657.5K$656.9K-$5142026-10-28
Grantvest Financial Group LLC
INCREASED24,96823,749+1,219+5%$608.2K$638.9K+$30.7K2026-10-21
Ted Buchan & Co
NEW24,200—+24,200——$619.3K—2026-10-23
Perigon Wealth Management, LLC
INCREASED23,77923,567+212+1%$603.6K$608.5K+$5.0K2026-10-22
Valley Wealth Managers, Inc.
DECREASED23,63624,268-632-3%$621.5K$604.8K-$16.7K2026-10-09
RKL Wealth Management LLC
NEW22,906—+22,906——$586.2K—2026-10-16
SeaCrest Wealth Management, LLC
NEW21,033—+21,033——$538.2K—2026-10-21
First Security Investment Management, Inc.
INCREASED21,00020,806+194+1%$532.8K$537.4K+$4.6K2026-11-05
Concord Asset Management, LLC
INCREASED20,25916,023+4,236+26%$410.3K$518.4K+$108.1K2026-11-02
Independent Wealth Network Inc.
UNCHANGED20,17320,17300%$516.6K$516.2K-$4042026-10-19
Centurion Wealth Management LLC
UNCHANGED20,00020,00000%$512.2K$511.8K-$4002026-10-13
Signal Advisors Wealth, LLC
NEW19,988—+19,988——$511.5K—2026-10-13
Avior Wealth Management, LLC
INCREASED18,19616,460+1,736+11%$421.5K$465.6K+$44.1K2026-10-13
Sugar Maple Asset Management, LLC
INCREASED17,67312,570+5,103+41%$321.9K$452.3K+$130.3K2026-10-13
Vise Technologies, Inc.
INCREASED16,64816,285+363+2%$417.1K$426.0K+$9.0K2026-10-29
Root Financial Partners, LLC
UNCHANGED16,28516,28500%$417.1K$416.7K-$3262026-10-21
Kelly Financial Services LLC
INCREASED15,13210,245+4,887+48%$262.4K$387.2K+$124.8K2026-10-20
Fifth Third Bancorp
DECREASED14,02414,072-480%$360.4K$358.9K-$1.5K2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED13,52515,227-1,702-11%$390.0K$346.1K-$43.9K2026-10-16
Verus Capital Partners, LLC
DECREASED13,10014,600-1,500-10%$373.9K$335.2K-$38.7K2026-11-03
Seelaus Asset Management LLC
UNCHANGED13,00013,00000%$332.9K$332.7K-$2602026-10-14
Heck Capital Advisors, LLC
UNCHANGED12,97912,97900%$332.4K$332.1K-$2602026-10-14
Northwest Wealth Management, LLC
DECREASED12,61714,927-2,310-15%$382.3K$322.9K-$59.4K2026-10-30
AGF Management LTD
INCREASED12,6108,045+4,565+57%$206.0K$322.7K+$116.7K2026-11-03
Capital Asset Advisory Services LLC
INCREASED11,2509,250+2,000+22%$236.9K$287.7K+$50.8K2026-10-30
Sheets Smith Wealth Management
INCREASED10,73510,648+87+1%$272.7K$274.7K+$2.0K2026-10-16
Boyce & Associates Wealth Consulting, Inc.
DECREASED10,60713,223-2,616-20%$338.6K$271.4K-$67.2K2026-10-14
Burke & Herbert Bank & Trust Co
UNCHANGED10,36010,36000%$265.3K$265.1K-$2082026-11-02
Third View Private Wealth, LLC
NEW10,356—+10,356——$265.0K—2026-10-30
Andrew Hill Investment Advisors, Inc.
INCREASED10,35410,071+283+3%$257.9K$265.0K+$7.0K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED10,1779,185+992+11%$234.8K$259.9K+$25.2K2026-10-13
Ryan Investment Management, Inc.
NEW9,935—+9,935——$254.2K—2026-10-20
FIG Financial Advisory Services Inc
DECREASED9,56813,967-4,399-31%$357.7K$244.8K-$112.9K2026-10-07
J.W. Cole Advisors, Inc.
DECREASED9,4789,710-232-2%$248.7K$242.6K-$6.1K2026-11-05
Acorn Wealth Advisors, LLC
DECREASED9,4219,713-292-3%$248.8K$241.1K-$7.7K2026-10-19
Quantum Financial Partners LLC
NEW9,230—+9,230——$236.2K—2026-10-19
Quadrant Private Wealth Management, LLC
DECREASED9,21810,656-1,438-13%$272.9K$235.9K-$37.0K2026-11-04
US Bancorp \de\
UNCHANGED8,9908,99000%$230.2K$230.1K-$1802026-11-05
Axxcess Wealth Management, LLC
DECREASED8,3739,250-877-9%$236.9K$214.3K-$22.6K2026-10-21
Silverlake Wealth Management LLC
NEW8,190—+8,190——$209.6K—2026-10-21
Alpine Bank Wealth Management
NEW8,168—+8,168——$209.0K—2026-10-16
Central Trust Co
INCREASED6,9254,025+2,900+72%$103.1K$177.2K+$74.1K2026-11-05
Eastern Bank
NEW4,788—+4,788——$122.5K—2026-10-05
Nova Financial LLC
NEW2,305—+2,305——$59.0K—2026-11-04
Elevated Capital Advisors, LLC
INCREASED2,1922,169+23+1%$55.5K$56.1K+$5422026-11-04
Private Trust Co NA
UNCHANGED2,1672,16700%$55.5K$55.5K-$432026-10-20
Nemes Rush Group LLC
NEW1,980—+1,980——$50.7K—2026-11-04
Signature Equity Partners, LLC
UNCHANGED1,7461,74600%$44.7K$44.7K-$352026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED1,4141,41400%$36.2K$36.2K-$292026-10-30
Heritage Family Offices, LLP
NEW1,257—+1,257——$32.2K—2026-11-02
Ashton Thomas Private Wealth, LLC
UNCHANGED98398300%$25.2K$25.2K-$202026-11-03
Pinnacle Bancorp, Inc.
NEW782—+782——$20.0K—2026-10-21
Spire Wealth Management
DECREASED7601,022-262-26%$26.2K$19.4K-$6.7K2026-10-30
Assetmark, Inc
UNCHANGED73273200%$18.7K$18.7K-$152026-10-21
Transce3nd, LLC
UNCHANGED65165100%$16.6K$16.6K+$62026-10-26
Triumph Capital Management
UNCHANGED55055000%$14.1K$14.1K-$122026-10-14
NBH Bank
NEW522—+522——$13.4K—2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED40040000%$10.2K$10.2K-$82026-11-04
Rossby Financial, LCC
NEW133—+133——$3.4K—2026-11-05
Golden State Wealth Management, LLC
INCREASED6564+1+2%$1.7K$1.7K+$162026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED191900%$486$485-$12026-11-04
Systelligence, LLC
CLOSED0251,058-251,058-100%$6.4M$0-$6.4M2026-11-05
Kaizen Financial Strategies
CLOSED08,396-8,396-100%$214.4K$0-$214.4K2026-10-09
Blue Trust, Inc.
CLOSED0386-386-100%$9.9K$0-$9.9K2026-10-15
Security National Bank
CLOSED062-62-100%$1.6K$0-$1.6K2026-10-26
Gill Capital Partners, LLC
CLOSED040-40-100%$1.0K$0-$1.0K2026-10-13
Wells Fargo & Company
N/A—4,555,378-4,555,378-100%$116.7M———
Wealthfront Advisers LLC
N/A—4,554,828-4,554,828-100%$116.6M———
LPL Financial LLC
N/A—4,274,213-4,274,213-100%$109.5M———
Bank of America Corp
N/A—3,403,550-3,403,550-100%$87.2M———
Kensington Asset Management, LLC
N/A—3,314,952-3,314,952-100%$84.9M———
Morgan Stanley
N/A—2,554,661-2,554,661-100%$65.4M———
Raymond James Financial Inc
N/A—2,045,817-2,045,817-100%$52.4M———
UBS Group AG
N/A—1,802,790-1,802,790-100%$46.2M———
Ameriprise Financial Inc
N/A—1,056,143-1,056,143-100%$27.0M———
MML Investors Services, LLC
N/A—595,180-595,180-100%$15.2M———
Strategic Financial Concepts, LLC
N/A—528,739-528,739-100%$13.5M———
Envestnet Asset Management Inc
N/A—487,112-487,112-100%$12.5M———
Kingsview Wealth Management, LLC
N/A—480,200-480,200-100%$12.3M———
All Terrain Financial Advisors, LLC
N/A—442,042-442,042-100%$11.3M———
Stifel Financial Corp
N/A—392,867-392,867-100%$10.1M———
Cetera Investment Advisers
N/A—392,618-392,618-100%$10.1M———
Gotham Asset Management, LLC
N/A—392,126-392,126-100%$10.0M———
Osaic Holdings, Inc.
N/A—380,015-380,015-100%$9.7M———
FAS Wealth Partners, Inc.
N/A—372,818-372,818-100%$9.5M———
Vista Investment Management
N/A—341,380-341,380-100%$8.7M———
Arete Wealth Advisors, LLC
N/A—325,376-325,376-100%$8.3M———
Geneos Wealth Management Inc.
N/A—272,944-272,944-100%$7.0M———
Jones Financial Companies Lllp
N/A—239,768-239,768-100%$6.1M———
Bellars Harris Wealth Management, LLC
N/A—185,994-185,994-100%$4.8M———
Regal Investment Advisors LLC
N/A—185,621-185,621-100%$4.8M———
Level Four Advisory Services, LLC
N/A—184,048-184,048-100%$4.7M———
Beacon Pointe Advisors, LLC
N/A—179,820-179,820-100%$4.6M———
Private Advisory Group LLC
N/A—179,412-179,412-100%$4.6M———
Royal Bank of Canada
N/A—170,242-170,242-100%$4.4M———
&partners
N/A—168,993-168,993-100%$4.4M———
Pinnacle Financial Partners, Inc.
N/A—166,281-166,281-100%$4.3M———
Guggenheim Capital LLC
N/A—155,198-155,198-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—148,647-148,647-100%$3.8M———
Fortis Capital Management LLC
N/A—138,500-138,500-100%$3.5M———
J. M. Brown & Associates Inc.
N/A—131,784-131,784-100%$3.4M———
Kovack Advisors, Inc.
N/A—131,723-131,723-100%$3.4M———
Old Mission Capital LLC
N/A—129,201-129,201-100%$3.3M———
Silver OAK Securities, Incorporated
N/A—121,281-121,281-100%$3.1M———
Madden Advisory Services, Inc.
N/A—115,648-115,648-100%$3.0M———
Sanctuary Advisors, LLC
N/A—114,988-114,988-100%$2.9M———
JPMorgan Chase & Co
N/A—110,908-110,908-100%$2.8M———
Cary Street Partners Financial LLC
N/A—108,978-108,978-100%$2.8M———
Tidemark, LLC
N/A—106,004-106,004-100%$2.7M———
Global Retirement Partners, LLC
N/A—105,021-105,021-100%$2.7M———
Coppell Advisory Solutions LLC
N/A—95,845-95,845-100%$1.9M———
Ascent Advisors, LLC
N/A—94,160-94,160-100%$2.4M———
Rockefeller Capital Management L.P.
N/A—91,389-91,389-100%$2.3M———
Great Valley Advisor Group, Inc.
N/A—82,817-82,817-100%$2.1M———
Insigneo Advisory Services, LLC
N/A—72,532-72,532-100%$1.9M———
Merit Financial Group, LLC
N/A—71,169-71,169-100%$1.8M———
IHT Wealth Management, LLC
N/A—64,587-64,587-100%$1.7M———
Advisory Services Network, LLC
N/A—52,379-52,379-100%$1.3M———
OneAscent Wealth Management LLC
N/A—51,181-51,181-100%$1.3M———
Equitable Holdings, Inc.
N/A—46,031-46,031-100%$1.2M———
Arkadios Wealth Advisors
N/A—45,171-45,171-100%$1.2M———
Strait & Sound Wealth Management LLC
N/A—40,952-40,952-100%$1.0M———
Liberty Square Wealth Partners LLC
N/A—38,006-38,006-100%$973.3K———
Deutsche Bank Ag\
N/A—37,827-37,827-100%$968.7K———
Western Wealth Management, LLC
N/A—37,127-37,127-100%$950.8K———
Robinhood Asset Management, LLC
N/A—33,370-33,370-100%$854.6K———
Warner Group LLC
N/A—32,202-32,202-100%$824.7K———
JT Stratford LLC
N/A—31,072-31,072-100%$795.8K———
Modern Wealth Management, LLC
N/A—29,747-29,747-100%$761.8K———
First Manhattan Co. Llc.
N/A—29,670-29,670-100%$759.8K———
Janney Montgomery Scott LLC
N/A—29,323-29,323-100%$751.0K———
Philadelphia Investment Partners, LLC
N/A—27,439-27,439-100%$702.7K———
Pointe Capital Management LLC
N/A—27,314-27,314-100%$699.5K———
Integrated Wealth Concepts LLC
N/A—26,105-26,105-100%$668.6K———
AFT, Forsyth & Company, Inc.
N/A—24,758-24,758-100%$634.1K———
Jane Street Group, LLC
N/A—24,022-24,022-100%$615.2K———
EP Wealth Advisors, LLC
N/A—23,011-23,011-100%$589.3K———
Private Advisor Group, LLC
N/A—19,747-19,747-100%$505.7K———
Liberty Wealth Management LLC
N/A—19,680-19,680-100%$501.5K———
Bank of Montreal
N/A—19,000-19,000-100%$486.6K———
Stratos Wealth Partners, Ltd.
N/A—18,334-18,334-100%$469.5K———
Thoroughbred Financial Services, LLC
N/A—16,919-16,919-100%$433.0K———
Mutual Advisors, LLC
N/A—16,332-16,332-100%$418.3K———
Ameritas Advisory Services, LLC
N/A—15,780-15,780-100%$404.1K———
Perennial Investment Advisors, LLC
N/A—15,027-15,027-100%$384.8K———
Betterment LLC
N/A—15,015-15,015-100%$385.0K———
Focus Partners Advisor Solutions, LLC
N/A—14,931-14,931-100%$382.4K———
Benjamin Edwards Inc
N/A—14,594-14,594-100%$373.7K———
Marshall Financial Group, LLC
N/A—13,827-13,827-100%$354.1K———
Harvest Investment Services, LLC
N/A—12,565-12,565-100%$321.8K———
Baird Financial Group, Inc.
N/A—12,186-12,186-100%$312.1K———
OneAscent Family Office, LLC
N/A—12,065-12,065-100%$309.0K———
Callan Family Office, LLC
N/A—11,938-11,938-100%$305.7K———
Rothschild Investment LLC
N/A—11,850-11,850-100%$303.5K———
Wealth Watch Advisors, Inc
N/A—11,707-11,707-100%$299.8K———
Ausdal Financial Partners, Inc.
N/A—10,775-10,775-100%$276.0K———
Octavia Wealth Advisors, LLC
N/A—10,508-10,508-100%$269.1K———
Cerity Partners LLC
N/A—9,944-9,944-100%$254.7K———
Lifeworks Advisors, LLC
N/A—9,809-9,809-100%$251.2K———
Mariner, LLC
N/A—9,550-9,550-100%$244.6K———
HighPoint Advisor Group LLC
N/A—9,467-9,467-100%$242.5K———
Waverly Advisors, LLC
N/A—9,452-9,452-100%$242.1K———
Brookwood Investment Group LLC
N/A—9,059-9,059-100%$232.0K———
AE Wealth Management LLC
N/A—8,891-8,891-100%$227.7K———
Institute for Wealth Management, Llc.
N/A—8,300-8,300-100%$212.6K———
BNP Paribas Financial Markets
N/A—7,512-7,512-100%$192.4K———
Harbour Investments, Inc.
N/A—6,592-6,592-100%$168.8K———
NewEdge Advisors, LLC
N/A—4,600-4,600-100%$117.8K———
GeoWealth Management, LLC
N/A—4,182-4,182-100%$107.1K———
Colonial Trust Co / SC
N/A—3,528-3,528-100%$90.4K———
Capital Analysts, LLC
N/A—3,449-3,449-100%$82.0K———
Huntington National Bank
N/A—3,103-3,103-100%$79.5K———
Allworth Financial LP
N/A—2,246-2,246-100%$57.5K———
FMR LLC
N/A—1,892-1,892-100%$48.5K———
Arax Advisory Partners
N/A—1,337-1,337-100%$34.2K———
PNC Financial Services Group, Inc.
N/A—1,170-1,170-100%$30.0K———
Van Eck Associates Corp
N/A—1,112-1,112-100%$28.5K———
Vanguard Advisers Inc
N/A—874-874-100%$22.4K———
BlackRock, Inc.
N/A—737-737-100%$18.9K———
Bogart Wealth, LLC
N/A—703-703-100%$18.0K———
IFG Advisory, LLC
N/A—515-515-100%$13.2K———
Caitlin John, LLC
N/A—400-400-100%$10.2K———
Hantz Financial Services, Inc.
N/A—334-334-100%$9———
Smartleaf Asset Management LLC
N/A—301-301-100%$7.7K———
New England Asset Management Inc
N/A—200-200-100%$5.1K———
Front Row Advisors LLC
N/A—160-160-100%$4.1K———
Caldwell Sutter Capital, Inc.
N/A—150-150-100%$3.8K———
Luminist Capital LLC
N/A—147-147-100%$3.8K———
Elequin Capital, LP
N/A—106-106-100%$2.7K———
SHP Wealth Management
N/A—00—$8———
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