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Vaneck Long Muni ETF (MLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Investment Management, LLC
INCREASED
Shares4,066,545 from 3,967,998
Change+98,547 (+2%)
Value$66.4M (-$4.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares1,575,553 from 1,452,386
Change+123,167 (+8%)
Value$25.7M (-$102.5K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares1,497,269 from 281,063
Change+1,216,206 (+433%)
Value$24.4M (+$19.4M)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares969,982 from 508,751
Change+461,231 (+91%)
Value$15.8M (+$6.8M)
Filed 2026-10-14
Willis Johnson Wealth, Inc.
DECREASED
Shares735,801 from 763,819
Change-28,018 (-4%)
Value$12.0M (-$1.6M)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares608,311 from 586,281
Change+22,030 (+4%)
Value$9.9M (-$493.4K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares439,630 from 438,155
Change+1,475 (+0%)
Value$7.2M (-$613.4K)
Filed 2026-10-16
Able Financial Group, LLC
DECREASED
Shares412,252 from 576,062
Change-163,810 (-28%)
Value$6.7M (-$3.5M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares280,483 from 263,725
Change+16,758 (+6%)
Value$4.6K (-$4.7M)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares272,629 from 270,643
Change+1,986 (+1%)
Value$4.5M (-$361.4K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares202,677 from 56,118
Change+146,559 (+261%)
Value$3.3M (+$2.3M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares162,440 from 147,880
Change+14,560 (+10%)
Value$2.7M (+$22.5K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares161,207 from 127,915
Change+33,292 (+26%)
Value$2.6M (+$357.4K)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
DECREASED
Shares137,420 from 158,435
Change-21,015 (-13%)
Value$2.2M (-$573.6K)
Filed 2026-10-26
White & Co Financial Planning Inc
INCREASED
Shares115,370 from 114,023
Change+1,347 (+1%)
Value$2.0M (-$15.3K)
Filed 2026-10-16
StoneX Group Inc.
NEW
Shares97,029
Change+97,029
Value$1.7M
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares93,461 from 97,487
Change-4,026 (-4%)
Value$1.5M (-$207.6K)
Filed 2026-11-02
Tennessee Valley Asset Management Partners
INCREASED
Shares92,749 from 87,127
Change+5,622 (+6%)
Value$1.5M (-$35.0K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares76,037 from 29,853
Change+46,184 (+155%)
Value$1.2M (+$710.5K)
Filed 2026-10-29
Old National Bancorp
DECREASED
Shares69,000 from 123,990
Change-54,990 (-44%)
Value$1.1M (-$1.1M)
Filed 2026-10-20
Focus Wealth Advisors, LLC
DECREASED
Shares55,635 from 61,535
Change-5,900 (-10%)
Value$908.2K (-$185.9K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares55,060 from 69,245
Change-14,185 (-20%)
Value$898.9K (-$332.3K)
Filed 2026-10-30
Hedeker Wealth, LLC
DECREASED
Shares38,407 from 43,644
Change-5,237 (-12%)
Value$627.0K (-$149.0K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares31,097 from 32,680
Change-1,583 (-5%)
Value$507.7K (-$73.4K)
Filed 2026-10-16
Cap Partners, LLC
DECREASED
Shares28,625 from 28,759
Change-134 (0%)
Value$467.3K (-$44.0K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares26,059 from 102,010
Change-75,951 (-74%)
Value$421.1K (-$1.4M)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares25,652 from 64,039
Change-38,387 (-60%)
Value$418.8K (-$719.8K)
Filed 2026-11-05
Code Waechter LLC
UNCHANGED
Shares24,739 from 24,739
Change0 (0%)
Value$403.9K (-$36.0K)
Filed 2026-10-23
Choreo, LLC
UNCHANGED
Shares19,900 from 19,900
Change0 (0%)
Value$324.9K (-$29.0K)
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares16,802 from 91,063
Change-74,261 (-82%)
Value$274.3K (-$1.3M)
Filed 2026-10-27
Apollon Wealth Management, LLC
NEW
Shares15,828
Change+15,828
Value$258.4K
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares14,171 from 11,859
Change+2,312 (+20%)
Value$231.3K (+$20.1K)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares13,969 from 13,917
Change+52 (+0%)
Value$228.0K (-$19.4K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares13,645 from 12,611
Change+1,034 (+8%)
Value$222.8K (-$1.5K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares12,886 from 38,442
Change-25,556 (-66%)
Value$210.4K (-$473.1K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
UNCHANGED
Shares12,776 from 12,776
Change0 (0%)
Value$208.6K (-$18.6K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares12,670 from 20,162
Change-7,492 (-37%)
Value$210.6K (-$141.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares12,670 from 20,162
Change-7,492 (-37%)
Value$210.6K (-$141.0K)
Filed 2026-10-20
Confluence Investment Management LLC
DECREASED
Shares12,553 from 51,847
Change-39,294 (-76%)
Value$204.9K (-$716.9K)
Filed 2026-10-01
Concurrent Investment Advisors, LLC
INCREASED
Shares12,490 from 11,434
Change+1,056 (+9%)
Value$203.9K (+$601)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares12,489 from 10,215
Change+2,274 (+22%)
Value$204 (-$181.8K)
Filed 2026-11-02
CX Institutional
DECREASED
Shares11,396 from 21,368
Change-9,972 (-47%)
Value$186 (-$194)
Filed 2026-10-02
Balboa Wealth Partners
NEW
Shares11,218
Change+11,218
Value$183.1K
Filed 2026-10-20
Flagstar Securities, Inc
NEW
Shares10,664
Change+10,664
Value$174.1K
Filed 2026-10-15
Bank of New Hampshire
UNCHANGED
Shares7,597 from 7,597
Change0 (0%)
Value$124.0K (-$11.1K)
Filed 2026-10-06
Versant Capital Management, Inc
DECREASED
Shares6,606 from 6,779
Change-173 (-3%)
Value$107.8K (-$12.7K)
Filed 2026-10-02
Farther Finance Advisors, LLC
INCREASED
Shares6,320 from 3,087
Change+3,233 (+105%)
Value$103.2K (+$48.3K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares5,978
Change+5,978
Value$97.6K
Filed 2026-10-27
Capital Investment Counsel, Inc
UNCHANGED
Shares3,896 from 3,896
Change0 (0%)
Value$63.6K (-$5.7K)
Filed 2026-10-20
Gamma Investing LLC
DECREASED
Shares2,446 from 2,470
Change-24 (-1%)
Value$39.9K (-$4.0K)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$24.8K (-$2.2K)
Filed 2026-10-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,415 from 1,415
Change0 (0%)
Value$23.1K (-$2.1K)
Filed 2026-10-30
US Bancorp \de\
NEW
Shares1,313
Change+1,313
Value$21.4K
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares1,060
Change+1,060
Value$17.3K
Filed 2026-11-03
Blueline Advisors LLC
NEW
Shares730
Change+730
Value$11.9K
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares352 from 314
Change+38 (+12%)
Value$5.7K (+$154)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares300
Change+300
Value$4.9K
Filed 2026-11-05
Financial Network Wealth Advisors LLC
DECREASED
Shares238 from 491
Change-253 (-52%)
Value$3.9K (-$4.8K)
Filed 2026-10-28
EPG Wealth Management LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$3.2K (-$281)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares189 from 187
Change+2 (+1%)
Value$3.1K (-$239)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$1.3K (-$119)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 45,985
Change-45,985 (-100%)
Value$0 (-$817.6K)
Filed 2026-10-14
RDA Financial Network
CLOSED
Shares0 from 16,250
Change-16,250 (-100%)
Value$0 (-$288.9K)
Filed 2026-10-15
Capital Advisors Wealth Management, LLC
CLOSED
Shares0 from 13,116
Change-13,116 (-100%)
Value$0 (-$233.2K)
Filed 2026-10-09
Strategic Blueprint, LLC
CLOSED
Shares0 from 12,717
Change-12,717 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-22
Silverlake Wealth Management LLC
CLOSED
Shares0 from 10,792
Change-10,792 (-100%)
Value$0 (-$191.9K)
Filed 2026-10-21
Provident Wealth Management, LLC
CLOSED
Shares0 from 1,477
Change-1,477 (-100%)
Value$0 (-$26.3K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,299
Change-1,299 (-100%)
Value$0 (-$22.7K)
Filed 2026-10-16
Assetmark, Inc
CLOSED
Shares0 from 276
Change-276 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 6,744,514
Change-6,744,514 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,512,008
Change-3,512,008 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,161,917
Change-2,161,917 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,584,685
Change-1,584,685 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,244,176
Change-1,244,176 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,083,762
Change-1,083,762 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 912,106
Change-912,106 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 634,387
Change-634,387 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 588,787
Change-588,787 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 588,510
Change-588,510 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 517,835
Change-517,835 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 515,184
Change-515,184 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 480,404
Change-480,404 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 466,030
Change-466,030 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 413,409
Change-413,409 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 372,507
Change-372,507 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 301,474
Change-301,474 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 235,269
Change-235,269 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 234,097
Change-234,097 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 216,993
Change-216,993 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 155,190
Change-155,190 (-100%)
Value—
UBS Group AG
N/A
Shares— from 142,010
Change-142,010 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 115,524
Change-115,524 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 109,265
Change-109,265 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 108,628
Change-108,628 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 97,300
Change-97,300 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 94,076
Change-94,076 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 86,344
Change-86,344 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 85,610
Change-85,610 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 80,680
Change-80,680 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 79,300
Change-79,300 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 78,095
Change-78,095 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 70,351
Change-70,351 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 70,120
Change-70,120 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 61,972
Change-61,972 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 59,359
Change-59,359 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 57,782
Change-57,782 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 56,756
Change-56,756 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 55,790
Change-55,790 (-100%)
Value—
Invst, LLC
N/A
Shares— from 53,020
Change-53,020 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 52,351
Change-52,351 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 51,059
Change-51,059 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 49,380
Change-49,380 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 46,369
Change-46,369 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 45,190
Change-45,190 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 41,760
Change-41,760 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 40,209
Change-40,209 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 38,280
Change-38,280 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 35,830
Change-35,830 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 34,106
Change-34,106 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 29,314
Change-29,314 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,980
Change-27,980 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,443
Change-19,443 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,092
Change-17,092 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 15,223
Change-15,223 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,334
Change-14,334 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,970
Change-13,970 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 587
Change-587 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35
Change-35 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
Kestra Investment Management, LLC
INCREASED4,066,5453,967,998+98,547+2%$70.6M$66.4M-$4.2M2026-11-04
Bank of New York Mellon Corp
INCREASED1,575,5531,452,386+123,167+8%$25.8M$25.7M-$102.5K2026-11-05
Kestra Advisory Services, LLC
INCREASED1,497,269281,063+1,216,206+433%$5.0M$24.4M+$19.4M2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED969,982508,751+461,231+91%$9.0M$15.8M+$6.8M2026-10-14
Willis Johnson Wealth, Inc.
DECREASED735,801763,819-28,018-4%$13.6M$12.0M-$1.6M2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED608,311586,281+22,030+4%$10.4M$9.9M-$493.4K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED439,630438,155+1,475+0%$7.8M$7.2M-$613.4K2026-10-16
Able Financial Group, LLC
DECREASED412,252576,062-163,810-28%$10.2M$6.7M-$3.5M2026-10-14
Park Avenue Securities LLC
INCREASED280,483263,725+16,758+6%$4.7M$4.6K-$4.7M2026-10-26
Westside Investment Management, Inc.
INCREASED272,629270,643+1,986+1%$4.8M$4.5M-$361.4K2026-11-02
McAdam, LLC
INCREASED202,67756,118+146,559+261%$997.8K$3.3M+$2.3M2026-10-21
Truist Financial Corp
INCREASED162,440147,880+14,560+10%$2.6M$2.7M+$22.5K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED161,207127,915+33,292+26%$2.3M$2.6M+$357.4K2026-10-14
Total Clarity Wealth Management, Inc.
DECREASED137,420158,435-21,015-13%$2.8M$2.2M-$573.6K2026-10-26
White & Co Financial Planning Inc
INCREASED115,370114,023+1,347+1%$2.0M$2.0M-$15.3K2026-10-16
StoneX Group Inc.
NEW97,029—+97,029——$1.7M—2026-11-03
Commonwealth Equity Services, LLC
DECREASED93,46197,487-4,026-4%$1.7M$1.5M-$207.6K2026-11-02
Tennessee Valley Asset Management Partners
INCREASED92,74987,127+5,622+6%$1.5M$1.5M-$35.0K2026-11-03
Vise Technologies, Inc.
INCREASED76,03729,853+46,184+155%$530.8K$1.2M+$710.5K2026-10-29
Old National Bancorp
DECREASED69,000123,990-54,990-44%$2.2M$1.1M-$1.1M2026-10-20
Focus Wealth Advisors, LLC
DECREASED55,63561,535-5,900-10%$1.1M$908.2K-$185.9K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED55,06069,245-14,185-20%$1.2M$898.9K-$332.3K2026-10-30
Hedeker Wealth, LLC
DECREASED38,40743,644-5,237-12%$776.0K$627.0K-$149.0K2026-10-23
IFP Advisors, Inc
DECREASED31,09732,680-1,583-5%$581.1K$507.7K-$73.4K2026-10-16
Cap Partners, LLC
DECREASED28,62528,759-1340%$511.3K$467.3K-$44.0K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED26,059102,010-75,951-74%$1.8M$421.1K-$1.4M2026-10-13
Fifth Third Bancorp
DECREASED25,65264,039-38,387-60%$1.1M$418.8K-$719.8K2026-11-05
Code Waechter LLC
UNCHANGED24,73924,73900%$439.9K$403.9K-$36.0K2026-10-23
Choreo, LLC
UNCHANGED19,90019,90000%$353.8K$324.9K-$29.0K2026-10-28
Balance Wealth Partners LLC
DECREASED16,80291,063-74,261-82%$1.6M$274.3K-$1.3M2026-10-27
Apollon Wealth Management, LLC
NEW15,828—+15,828——$258.4K—2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED14,17111,859+2,312+20%$211.2K$231.3K+$20.1K2026-10-13
Meridian Wealth Management, LLC
INCREASED13,96913,917+52+0%$247.4K$228.0K-$19.4K2026-11-05
Private Trust Co NA
INCREASED13,64512,611+1,034+8%$224.2K$222.8K-$1.5K2026-10-20
WBH Advisory Inc
DECREASED12,88638,442-25,556-66%$683.5K$210.4K-$473.1K2026-11-05
Daymark Wealth Partners, LLC
UNCHANGED12,77612,77600%$227.2K$208.6K-$18.6K2026-11-04
Diversify Advisory Services, LLC
DECREASED12,67020,162-7,492-37%$351.6K$210.6K-$141.0K2026-10-20
Diversify Wealth Management, LLC
DECREASED12,67020,162-7,492-37%$351.6K$210.6K-$141.0K2026-10-20
Confluence Investment Management LLC
DECREASED12,55351,847-39,294-76%$921.8K$204.9K-$716.9K2026-10-01
Concurrent Investment Advisors, LLC
INCREASED12,49011,434+1,056+9%$203.3K$203.9K+$6012026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED12,48910,215+2,274+22%$182.0K$204-$181.8K2026-11-02
CX Institutional
DECREASED11,39621,368-9,972-47%$380$186-$1942026-10-02
Balboa Wealth Partners
NEW11,218—+11,218——$183.1K—2026-10-20
Flagstar Securities, Inc
NEW10,664—+10,664——$174.1K—2026-10-15
Bank of New Hampshire
UNCHANGED7,5977,59700%$135.1K$124.0K-$11.1K2026-10-06
Versant Capital Management, Inc
DECREASED6,6066,779-173-3%$120.5K$107.8K-$12.7K2026-10-02
Farther Finance Advisors, LLC
INCREASED6,3203,087+3,233+105%$54.9K$103.2K+$48.3K2026-10-08
Latitude Advisors, LLC
NEW5,978—+5,978——$97.6K—2026-10-27
Capital Investment Counsel, Inc
UNCHANGED3,8963,89600%$69.3K$63.6K-$5.7K2026-10-20
Gamma Investing LLC
DECREASED2,4462,470-24-1%$43.9K$39.9K-$4.0K2026-10-08
Eastern Bank
UNCHANGED1,5221,52200%$27.1K$24.8K-$2.2K2026-10-05
Capital Investment Advisory Services, LLC
UNCHANGED1,4151,41500%$25.2K$23.1K-$2.1K2026-10-30
US Bancorp \de\
NEW1,313—+1,313——$21.4K—2026-11-05
Ascentis Independent Advisors
NEW1,060—+1,060——$17.3K—2026-11-03
Blueline Advisors LLC
NEW730—+730——$11.9K—2026-10-15
Signature Equity Partners, LLC
INCREASED352314+38+12%$5.6K$5.7K+$1542026-10-29
Jacobi Capital Management LLC
NEW300—+300——$4.9K—2026-11-05
Financial Network Wealth Advisors LLC
DECREASED238491-253-52%$8.7K$3.9K-$4.8K2026-10-28
EPG Wealth Management LLC
UNCHANGED19319300%$3.4K$3.2K-$2812026-11-03
Parkside Financial Bank & Trust
INCREASED189187+2+1%$3.3K$3.1K-$2392026-10-27
Evolution Wealth Management Inc.
UNCHANGED828200%$1.5K$1.3K-$1192026-10-28
Elmwood Wealth Management, Inc.
CLOSED045,985-45,985-100%$817.6K$0-$817.6K2026-10-14
RDA Financial Network
CLOSED016,250-16,250-100%$288.9K$0-$288.9K2026-10-15
Capital Advisors Wealth Management, LLC
CLOSED013,116-13,116-100%$233.2K$0-$233.2K2026-10-09
Strategic Blueprint, LLC
CLOSED012,717-12,717-100%$226.1K$0-$226.1K2026-10-22
Silverlake Wealth Management LLC
CLOSED010,792-10,792-100%$191.9K$0-$191.9K2026-10-21
Provident Wealth Management, LLC
CLOSED01,477-1,477-100%$26.3K$0-$26.3K2026-10-20
Cornerstone Planning Group LLC
CLOSED01,299-1,299-100%$22.7K$0-$22.7K2026-10-16
Assetmark, Inc
CLOSED0276-276-100%$4.9K$0-$4.9K2026-10-21
Envestnet Asset Management Inc
N/A—6,744,514-6,744,514-100%$119.9M———
Bank of America Corp
N/A—3,512,008-3,512,008-100%$62.4M———
LPL Financial LLC
N/A—2,161,917-2,161,917-100%$38.4M———
Raymond James Financial Inc
N/A—1,584,685-1,584,685-100%$28.2M———
Bramshill Investments, LLC
N/A—1,244,176-1,244,176-100%$22.1M———
Morgan Stanley
N/A—1,083,762-1,083,762-100%$19.3M———
Wells Fargo & Company
N/A—912,106-912,106-100%$16.2M———
Tortoise Investment Management, LLC
N/A—634,387-634,387-100%$11.3M———
HighTower Advisors, LLC
N/A—588,787-588,787-100%$10.5M———
Jane Street Group, LLC
N/A—588,510-588,510-100%$10.5M———
Northwestern Mutual Wealth Management Co
N/A—517,835-517,835-100%$9.2M———
JPMorgan Chase & Co
N/A—515,184-515,184-100%$9.2M———
MML Investors Services, LLC
N/A—480,404-480,404-100%$8.5M———
Manhattan West Asset Management, LLC
N/A—466,030-466,030-100%$8.3M———
Keystone Financial Group
N/A—413,409-413,409-100%$7.4M———
Nicolet Bankshares Inc
N/A—372,507-372,507-100%$6.6M———
Cetera Investment Advisers
N/A—301,474-301,474-100%$5.4M———
Jones Financial Companies Lllp
N/A—235,269-235,269-100%$4.2M———
Sanctuary Advisors, LLC
N/A—234,097-234,097-100%$4.2M———
OneDigital Investment Advisors LLC
N/A—216,993-216,993-100%$3.9M———
Waverly Advisors, LLC
N/A—155,190-155,190-100%$2.8M———
UBS Group AG
N/A—142,010-142,010-100%$2.5M———
Stifel Financial Corp
N/A—115,524-115,524-100%$2.1M———
NewEdge Wealth, LLC
N/A—109,265-109,265-100%$1.9M———
AE Wealth Management LLC
N/A—108,628-108,628-100%$1.9M———
Elequin Capital, LP
N/A—97,300-97,300-100%$1.7M———
Summit Financial, LLC
N/A—94,076-94,076-100%$1.7M———
Ogorek Anthony Joseph
N/A—86,344-86,344-100%$1.5M———
Bartlett & Co. Wealth Management LLC
N/A—85,610-85,610-100%$1.5M———
Citadel Advisors LLC
N/A—80,680-80,680-100%$1.4M———
Envestnet Portfolio Solutions, Inc.
N/A—79,300-79,300-100%$1.4M———
Old Mission Capital LLC
N/A—78,095-78,095-100%$1.4M———
Benjamin Edwards Inc
N/A—70,351-70,351-100%$1.3M———
Legacy Wealth Managment, LLC
N/A—70,120-70,120-100%$1.2M———
Royal Bank of Canada
N/A—61,972-61,972-100%$1.1M———
CreativeOne Wealth, LLC
N/A—59,359-59,359-100%$1.1M———
Meadowbrook Advisors Group, LLC
N/A—57,782-57,782-100%$1.0M———
Cresset Asset Management, LLC
N/A—56,756-56,756-100%$1.0M———
Ameriprise Financial Inc
N/A—55,790-55,790-100%$991.9K———
Invst, LLC
N/A—53,020-53,020-100%$942.7K———
World Investment Advisors
N/A—52,351-52,351-100%$927.5K———
Allworth Financial LP
N/A—51,059-51,059-100%$907.8K———
Charles Schwab Investment Management Inc
N/A—49,380-49,380-100%$878.0K———
Baker Avenue Asset Management, LP
N/A—46,369-46,369-100%$824.4K———
Rockefeller Capital Management L.P.
N/A—45,190-45,190-100%$803.5K———
Osaic Holdings, Inc.
N/A—41,760-41,760-100%$742.5K———
Mustico Financial Group, Inc.
N/A—40,209-40,209-100%$699.0K———
Hyundai Investments Co., Ltd.
N/A—38,280-38,280-100%$681.8K———
CFO4Life Group, LLC
N/A—35,830-35,830-100%$637.1K———
Ausdal Financial Partners, Inc.
N/A—34,106-34,106-100%$606.4K———
Fourth Dimension Wealth, LLC
N/A—29,314-29,314-100%$521.2K———
Natixis Advisors, LLC
N/A—27,980-27,980-100%$497.0K———
Advisory Services Network, LLC
N/A—19,443-19,443-100%$345.7K———
Gladstone Institutional Advisory LLC
N/A—17,200-17,200-100%$305.8K———
Rehmann Capital Advisory Group
N/A—17,092-17,092-100%$303.9K———
Foster & Motley Inc
N/A—15,223-15,223-100%$271.0K———
BlackRock, Inc.
N/A—14,334-14,334-100%$254.9K———
Janney Montgomery Scott LLC
N/A—13,970-13,970-100%$248.0K———
West Michigan Advisors, LLC
N/A—13,078-13,078-100%$232.5K———
Tandem Financial, LLC
N/A—12,371-12,371-100%$220.0K———
Steward Partners Investment Advisory, LLC
N/A—11,200-11,200-100%$199.1K———
Vestmark Advisory Solutions, Inc.
N/A—10,760-10,760-100%$191.3K———
GeoWealth Management, LLC
N/A—10,291-10,291-100%$183.0K———
Advyzon Investment Management, LLC
N/A—10,217-10,217-100%$181.7K———
BFC Planning, Inc.
N/A—6,407-6,407-100%$113.9K———
Glen Eagle Advisors, LLC
N/A—5,245-5,245-100%$93.3K———
Aptus Capital Advisors, LLC
N/A—4,378-4,378-100%$77.8K———
UBS Asset Management Americas LLC
N/A—4,298-4,298-100%$76.4K———
FMR LLC
N/A—4,232-4,232-100%$75.2K———
Tower Research Capital LLC (TRC)
N/A—3,976-3,976-100%$70.7K———
Smartleaf Asset Management LLC
N/A—3,450-3,450-100%$61.4K———
Harbour Investments, Inc.
N/A—3,331-3,331-100%$59.2K———
Park Place Capital Corp
N/A—2,963-2,963-100%$52.7K———
LGT Financial Advisors LLC
N/A—1,735-1,735-100%$30.8K———
Bank of Montreal
N/A—1,591-1,591-100%$28.3K———
Global Retirement Partners, LLC
N/A—978-978-100%$17.4K———
Qube Research & Technologies Ltd
N/A—587-587-100%$10.4K———
Clearstead Advisors, LLC
N/A—456-456-100%$8.1K———
PNC Financial Services Group, Inc.
N/A—348-348-100%$6.2K———
Rothschild Investment LLC
N/A—45-45-100%$800———
BNP Paribas Financial Markets
N/A—35-35-100%$622———
Arax Advisory Partners
N/A—23-23-100%$409———
Showing 151 of 151 institutions