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Vaneck Pharmaceutical ETF (PPH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
J.Safra Asset Management Corp
INCREASED
Shares328,313 from 319,636
Change+8,677 (+3%)
Value$35.9M (+$988.2K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares118,466 from 318,604
Change-200,138 (-63%)
Value$13.0M (-$21.9M)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
DECREASED
Shares101,704 from 154,114
Change-52,410 (-34%)
Value$11.1M (-$5.7M)
Filed 2026-10-20
Old National Bancorp
NEW
Shares72,448
Change+72,448
Value$7.9M
Filed 2026-10-20
Rye Brook Capital LLC
INCREASED
Shares70,255 from 67,330
Change+2,925 (+4%)
Value$7.7K (-$7.4M)
Filed 2026-10-07
WT Wealth Management
DECREASED
Shares47,796 from 53,786
Change-5,990 (-11%)
Value$5.2M (-$649.3K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares38,493 from 42,490
Change-3,997 (-9%)
Value$4.2M (-$432.5K)
Filed 2026-10-20
Fluent Financial, LLC
DECREASED
Shares26,901 from 38,992
Change-12,091 (-31%)
Value$2.9M (-$1.3M)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares20,808 from 21,546
Change-738 (-3%)
Value$2.3K (-$2.4M)
Filed 2026-11-05
New York Life Investment Management LLC
NEW
Shares20,495
Change+20,495
Value$2.2M
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares15,390 from 11,592
Change+3,798 (+33%)
Value$1.7M (+$417.1K)
Filed 2026-10-13
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares14,463 from 24,721
Change-10,258 (-41%)
Value$1.6M (-$1.1M)
Filed 2026-10-14
ARQ Wealth Advisors, LLC
INCREASED
Shares11,443 from 10,674
Change+769 (+7%)
Value$1.3M (+$93.2K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares10,699 from 10,821
Change-122 (-1%)
Value$1.2M (-$12.1K)
Filed 2026-11-02
Imc-Chicago, LLC
INCREASED
Shares10,451 from 6,329
Change+4,122 (+65%)
Value$1.1M (+$452.0K)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.1M (+$1.2K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares9,741 from 9,553
Change+188 (+2%)
Value$1.1M (+$21.7K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares7,366 from 3,592
Change+3,774 (+105%)
Value$806.3K (+$413.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares6,497 from 7,501
Change-1,004 (-13%)
Value$711.2K (-$109.0K)
Filed 2026-10-26
Leuthold Group, LLC
DECREASED
Shares6,497 from 7,097
Change-600 (-8%)
Value$711.2K (-$64.8K)
Filed 2026-11-04
NTV Asset Management LLC
INCREASED
Shares6,033 from 5,819
Change+214 (+4%)
Value$660.5K (+$24.2K)
Filed 2026-10-23
Pittenger & Anderson Inc
NEW
Shares5,685
Change+5,685
Value$622.3K
Filed 2026-11-02
Telos Capital Management, Inc.
DECREASED
Shares5,555 from 5,592
Change-37 (-1%)
Value$608.1K (-$3.4K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares5,402 from 5,373
Change+29 (+1%)
Value$591.3K (+$3.8K)
Filed 2026-10-13
Hudock, Inc.
INCREASED
Shares4,909 from 4,864
Change+45 (+1%)
Value$537.5K (+$5.6K)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED
Shares4,616 from 2,960
Change+1,656 (+56%)
Value$505.3K (+$181.6K)
Filed 2026-11-05
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares4,481 from 5,266
Change-785 (-15%)
Value$490.5K (-$85.4K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
UNCHANGED
Shares4,085 from 4,085
Change0 (0%)
Value$447.2K (+$490)
Filed 2026-10-09
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,860 from 3,860
Change0 (0%)
Value$422.6K (+$463)
Filed 2026-11-02
Financial Partners Group, Inc
INCREASED
Shares3,855 from 3,310
Change+545 (+16%)
Value$422.0K (+$60.0K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares3,619 from 3,559
Change+60 (+2%)
Value$396.2K (+$7.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,509 from 4,289
Change-780 (-18%)
Value$384 (-$468.6K)
Filed 2026-11-02
Value Investment Professionals, LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$361.3K (+$396)
Filed 2026-10-13
KCM Investment Advisors LLC
UNCHANGED
Shares2,873 from 2,873
Change0 (0%)
Value$314.5K (+$344)
Filed 2026-10-27
Certuity, LLC
INCREASED
Shares2,820 from 2,804
Change+16 (+1%)
Value$308.8K (+$2.1K)
Filed 2026-11-02
Strategy Asset Managers LLC
UNCHANGED
Shares2,433 from 2,433
Change0 (0%)
Value$266.3K (+$292)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$254.0K (-$3.0K)
Filed 2026-11-02
Elm3 Financial Group, LLC
DECREASED
Shares2,317 from 2,393
Change-76 (-3%)
Value$253.6K (-$8.0K)
Filed 2026-10-07
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$218.9K (+$240)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares1,553 from 1,546
Change+7 (+0%)
Value$170.0K (+$937)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares1,058 from 1,086
Change-28 (-3%)
Value$115.8K (-$2.9K)
Filed 2026-10-08
North Star Investment Management Corp.
INCREASED
Shares582 from 581
Change+1 (+0%)
Value$63.7K (+$136)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$58.8K (+$64)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares512 from 112
Change+400 (+357%)
Value$56.0K (+$43.8K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares500
Change+500
Value$54.7K
Filed 2026-10-27
Highline Wealth Partners LLC
NEW
Shares450
Change+450
Value$49.3K
Filed 2026-10-19
Birchwood Financial Partners, Inc.
INCREASED
Shares445 from 442
Change+3 (+1%)
Value$48.7K (+$324)
Filed 2026-11-02
Mcdonald Partners LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$35.6K (+$39)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares307 from 287
Change+20 (+7%)
Value$33.6K (+$2.2K)
Filed 2026-10-22
Sage Mountain Advisors LLC
NEW
Shares300
Change+300
Value$32.8K
Filed 2026-11-02
AlphaCore Capital LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$32.6K (+$36)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares200
Change+200
Value$21.9K
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares160 from 230
Change-70 (-30%)
Value$17.3K (-$7.5K)
Filed 2026-10-16
Bullock Wealth Management Group
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$9.2K (+$16)
Filed 2026-10-09
Arlington Trust Co LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$9.3K (+$10)
Filed 2026-10-20
Duncker Streett & Co Inc
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$8.5K (+$10)
Filed 2026-10-27
Activest Wealth Management
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$8.1K (+$9)
Filed 2026-10-15
Assetmark, Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.6K (+$2)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.4K (+$2)
Filed 2026-10-28
Trust Co
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$896 (+$1)
Filed 2026-10-09
RMG Wealth Management LLC
NEW
Shares4
Change+4
Value$487
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 3,830
Change-3,830 (-100%)
Value$0 (-$418.8K)
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 3,315
Change-3,315 (-100%)
Value$0 (-$362.5K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-28
Simplex Trading, LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-04
Goldman Sachs Group Inc
N/A
Shares— from 1,178,974
Change-1,178,974 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,028,317
Change-1,028,317 (-100%)
Value—
UBS Group AG
N/A
Shares— from 517,756
Change-517,756 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 402,000
Change-402,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 350,600
Change-350,600 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 281,661
Change-281,661 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 263,830
Change-263,830 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 118,058
Change-118,058 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 100,256
Change-100,256 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 95,470
Change-95,470 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 79,699
Change-79,699 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 46,536
Change-46,536 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 36,942
Change-36,942 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,292
Change-36,292 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 36,112
Change-36,112 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,171
Change-33,171 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 31,350
Change-31,350 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 22,863
Change-22,863 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 21,563
Change-21,563 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 18,863
Change-18,863 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 16,052
Change-16,052 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,610
Change-15,610 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 14,624
Change-14,624 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,207
Change-14,207 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,048
Change-14,048 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,199
Change-13,199 (-100%)
Value—
&partners
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,498
Change-12,498 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,229
Change-10,229 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 9,187
Change-9,187 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 8,723
Change-8,723 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,567
Change-8,567 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 7,398
Change-7,398 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,336
Change-6,336 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,364
Change-5,364 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 963
Change-963 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 884
Change-884 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 680
Change-680 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 661
Change-661 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 565
Change-565 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 262
Change-262 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 92
Change-92 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 85
Change-85 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 35
Change-35 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5
Change-5 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
J.Safra Asset Management Corp
INCREASED328,313319,636+8,677+3%$35.0M$35.9M+$988.2K2026-11-03
Citigroup Inc
DECREASED118,466318,604-200,138-63%$34.8M$13.0M-$21.9M2026-11-04
Adamsbrown Wealth Consultants LLC
DECREASED101,704154,114-52,410-34%$16.9M$11.1M-$5.7M2026-10-20
Old National Bancorp
NEW72,448—+72,448——$7.9M—2026-10-20
Rye Brook Capital LLC
INCREASED70,25567,330+2,925+4%$7.4M$7.7K-$7.4M2026-10-07
WT Wealth Management
DECREASED47,79653,786-5,990-11%$5.9M$5.2M-$649.3K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED38,49342,490-3,997-9%$4.6M$4.2M-$432.5K2026-10-20
Fluent Financial, LLC
DECREASED26,90138,992-12,091-31%$4.3M$2.9M-$1.3M2026-10-13
Thrivent Financial for Lutherans
DECREASED20,80821,546-738-3%$2.4M$2.3K-$2.4M2026-11-05
New York Life Investment Management LLC
NEW20,495—+20,495——$2.2M—2026-11-04
Avior Wealth Management, LLC
INCREASED15,39011,592+3,798+33%$1.3M$1.7M+$417.1K2026-10-13
Aafmaa Wealth Management & Trust LLC
DECREASED14,46324,721-10,258-41%$2.7M$1.6M-$1.1M2026-10-14
ARQ Wealth Advisors, LLC
INCREASED11,44310,674+769+7%$1.2M$1.3M+$93.2K2026-10-29
Commonwealth Equity Services, LLC
DECREASED10,69910,821-122-1%$1.2M$1.2M-$12.1K2026-11-02
Imc-Chicago, LLC
INCREASED10,4516,329+4,122+65%$692.1K$1.1M+$452.0K2026-11-05
Canton Hathaway, LLC
UNCHANGED10,00010,00000%$1.1M$1.1M+$1.2K2026-10-23
Axxcess Wealth Management, LLC
INCREASED9,7419,553+188+2%$1.0M$1.1M+$21.7K2026-10-21
Creative Planning
INCREASED7,3663,592+3,774+105%$392.8K$806.3K+$413.5K2026-11-02
Oppenheimer & Co Inc
DECREASED6,4977,501-1,004-13%$820.2K$711.2K-$109.0K2026-10-26
Leuthold Group, LLC
DECREASED6,4977,097-600-8%$776.1K$711.2K-$64.8K2026-11-04
NTV Asset Management LLC
INCREASED6,0335,819+214+4%$636.3K$660.5K+$24.2K2026-10-23
Pittenger & Anderson Inc
NEW5,685—+5,685——$622.3K—2026-11-02
Telos Capital Management, Inc.
DECREASED5,5555,592-37-1%$611.5K$608.1K-$3.4K2026-11-02
Independent Financial Group, LLC
INCREASED5,4025,373+29+1%$587.5K$591.3K+$3.8K2026-10-13
Hudock, Inc.
INCREASED4,9094,864+45+1%$531.9K$537.5K+$5.6K2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED4,6162,960+1,656+56%$323.7K$505.3K+$181.6K2026-11-05
Cherry Creek Investment Advisors, Inc.
DECREASED4,4815,266-785-15%$575.9K$490.5K-$85.4K2026-10-14
Investment Partners Asset Management, Inc.
UNCHANGED4,0854,08500%$446.7K$447.2K+$4902026-10-09
Burke & Herbert Bank & Trust Co
UNCHANGED3,8603,86000%$422.1K$422.6K+$4632026-11-02
Financial Partners Group, Inc
INCREASED3,8553,310+545+16%$361.9K$422.0K+$60.0K2026-10-19
Kestra Advisory Services, LLC
INCREASED3,6193,559+60+2%$389.1K$396.2K+$7.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED3,5094,289-780-18%$469.0K$384-$468.6K2026-11-02
Value Investment Professionals, LLC
UNCHANGED3,3003,30000%$360.9K$361.3K+$3962026-10-13
KCM Investment Advisors LLC
UNCHANGED2,8732,87300%$314.2K$314.5K+$3442026-10-27
Certuity, LLC
INCREASED2,8202,804+16+1%$306.7K$308.8K+$2.1K2026-11-02
Strategy Asset Managers LLC
UNCHANGED2,4332,43300%$266.0K$266.3K+$2922026-10-14
Westside Investment Management, Inc.
UNCHANGED2,3512,35100%$257.1K$254.0K-$3.0K2026-11-02
Elm3 Financial Group, LLC
DECREASED2,3172,393-76-3%$261.6K$253.6K-$8.0K2026-10-07
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,0002,00000%$218.7K$218.9K+$2402026-10-15
Creative Financial Designs Inc
INCREASED1,5531,546+7+0%$169.1K$170.0K+$9372026-11-04
Farther Finance Advisors, LLC
DECREASED1,0581,086-28-3%$118.8K$115.8K-$2.9K2026-10-08
North Star Investment Management Corp.
INCREASED582581+1+0%$63.6K$63.7K+$1362026-10-27
IFP Advisors, Inc
UNCHANGED53753700%$58.7K$58.8K+$642026-10-16
Fifth Third Bancorp
INCREASED512112+400+357%$12.2K$56.0K+$43.8K2026-11-05
Latitude Advisors, LLC
NEW500—+500——$54.7K—2026-10-27
Highline Wealth Partners LLC
NEW450—+450——$49.3K—2026-10-19
Birchwood Financial Partners, Inc.
INCREASED445442+3+1%$48.4K$48.7K+$3242026-11-02
Mcdonald Partners LLC
UNCHANGED32532500%$35.5K$35.6K+$392026-11-03
SBI Securities Co., Ltd.
INCREASED307287+20+7%$31.4K$33.6K+$2.2K2026-10-22
Sage Mountain Advisors LLC
NEW300—+300——$32.8K—2026-11-02
AlphaCore Capital LLC
UNCHANGED29829800%$32.5K$32.6K+$362026-11-04
Jacobi Capital Management LLC
NEW200—+200——$21.9K—2026-11-05
TD Waterhouse Canada Inc.
DECREASED160230-70-30%$24.8K$17.3K-$7.5K2026-10-16
Bullock Wealth Management Group
UNCHANGED858500%$9.2K$9.2K+$162026-10-09
Arlington Trust Co LLC
UNCHANGED858500%$9.3K$9.3K+$102026-10-20
Duncker Streett & Co Inc
UNCHANGED787800%$8.5K$8.5K+$102026-10-27
Activest Wealth Management
UNCHANGED747400%$8.1K$8.1K+$92026-10-15
Assetmark, Inc
UNCHANGED151500%$1.6K$1.6K+$22026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED131300%$1.4K$1.4K+$22026-10-28
Trust Co
UNCHANGED8800%$895$896+$12026-10-09
RMG Wealth Management LLC
NEW4—+4——$487—2026-10-26
Mirae Asset Global Investments Co., Ltd.
CLOSED03,830-3,830-100%$418.8K$0-$418.8K2026-11-03
Jefferies Financial Group Inc.
CLOSED03,315-3,315-100%$362.5K$0-$362.5K2026-11-05
MCF Advisors LLC
CLOSED0100-100-100%$10.9K$0-$10.9K2026-10-28
Simplex Trading, LLC
CLOSED043-43-100%$4.7K$0-$4.7K2026-11-04
Goldman Sachs Group Inc
N/A—1,178,974-1,178,974-100%$128.9M———
Morgan Stanley
N/A—1,028,317-1,028,317-100%$112.4M———
UBS Group AG
N/A—517,756-517,756-100%$56.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—402,000-402,000-100%$44.0M———
BNP Paribas Financial Markets
N/A—350,600-350,600-100%$38.3M———
Susquehanna International Group, LLP
N/A—281,661-281,661-100%$30.8M———
Avalon Trust Co
N/A—263,830-263,830-100%$28.8M———
LPL Financial LLC
N/A—118,058-118,058-100%$12.9M———
Miller Investment Management, LP
N/A—100,256-100,256-100%$11.0M———
Royal Bank of Canada
N/A—95,470-95,470-100%$10.4M———
Bank of America Corp
N/A—79,699-79,699-100%$8.7M———
Qube Research & Technologies Ltd
N/A—46,536-46,536-100%$5.1M———
GTS Securities LLC
N/A—36,942-36,942-100%$4.0M———
Cetera Investment Advisers
N/A—36,292-36,292-100%$4.0M———
JPMorgan Chase & Co
N/A—36,112-36,112-100%$4.0M———
Citadel Advisors LLC
N/A—33,171-33,171-100%$3.6M———
Tower Research Capital LLC (TRC)
N/A—31,350-31,350-100%$3.4M———
Raymond James Financial Inc
N/A—22,863-22,863-100%$2.5M———
Orion Porfolio Solutions, LLC
N/A—21,563-21,563-100%$2.4M———
Cassady Wealth & Retirement Planning, LLC
N/A—18,863-18,863-100%$2.1M———
Phoenix Financial Ltd.
N/A—16,052-16,052-100%$1.8M———
Osaic Holdings, Inc.
N/A—15,610-15,610-100%$1.7M———
Fisher Asset Management, LLC
N/A—14,624-14,624-100%$1.6M———
Stifel Financial Corp
N/A—14,207-14,207-100%$1.6M———
Equitable Holdings, Inc.
N/A—14,048-14,048-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—13,199-13,199-100%$1.4M———
&partners
N/A—12,954-12,954-100%$1.4M———
Blair William & Co
N/A—12,498-12,498-100%$1.4M———
Belpointe Asset Management LLC
N/A—10,229-10,229-100%$1.1M———
Aspen Grove Capital, LLC
N/A—9,452-9,452-100%$1.0M———
Peak Planning Group, LLC
N/A—9,187-9,187-100%$1.0M———
Financial Freedom, LLC
N/A—8,723-8,723-100%$953.9K———
Flow Traders U.S. LLC
N/A—8,706-8,706-100%$952.0K———
XTX Topco Ltd
N/A—8,567-8,567-100%$936.8K———
Arkadios Wealth Advisors
N/A—8,469-8,469-100%$926.0K———
Jones Financial Companies Lllp
N/A—8,285-8,285-100%$906.7K———
Bank of Montreal
N/A—8,281-8,281-100%$905.5K———
Tudor Investment Corp ET AL
N/A—7,860-7,860-100%$859.5K———
Two Sigma Securities, LLC
N/A—7,770-7,770-100%$849.7K———
Marshall Wace, LLP
N/A—7,398-7,398-100%$809.0K———
Envestnet Asset Management Inc
N/A—6,452-6,452-100%$705.6K———
CIBC World Market Inc.
N/A—6,336-6,336-100%$692.8K———
Warner Financial, Inc
N/A—5,745-5,745-100%$628.2K———
Tradition Wealth Management, LLC
N/A—5,364-5,364-100%$586.6K———
Arax Advisory Partners
N/A—5,150-5,150-100%$563.2K———
Ameriprise Financial Inc
N/A—4,961-4,961-100%$542.5K———
Fortis Capital Advisors, LLC
N/A—4,731-4,731-100%$517.3K———
Harbour Investments, Inc.
N/A—4,433-4,433-100%$484.7K———
Snowden Capital Advisors LLC
N/A—4,155-4,155-100%$454.3K———
Beacon Pointe Advisors, LLC
N/A—3,592-3,592-100%$392.8K———
Conservest Capital Advisors, Inc.
N/A—3,400-3,400-100%$371.8K———
Blue Chip Partners, LLC
N/A—3,376-3,376-100%$369.1K———
FMR LLC
N/A—3,341-3,341-100%$365.4K———
Sanctuary Advisors, LLC
N/A—3,335-3,335-100%$364.7K———
Copia Wealth Management
N/A—3,196-3,196-100%$349.5K———
Jane Street Group, LLC
N/A—3,061-3,061-100%$334.7K———
PFG Investments, LLC
N/A—2,420-2,420-100%$264.6K———
Level Four Advisory Services, LLC
N/A—2,418-2,418-100%$264.5K———
Bank Hapoalim BM
N/A—2,299-2,299-100%$251.0K———
MML Investors Services, LLC
N/A—2,158-2,158-100%$236.0K———
Janney Montgomery Scott LLC
N/A—1,892-1,892-100%$207.0K———
National Bank of Canada
N/A—1,813-1,813-100%$198.3K———
Institute for Wealth Management, Llc.
N/A—1,800-1,800-100%$196.8K———
IFG Advisory, LLC
N/A—1,751-1,751-100%$191.5K———
Banque Cantonale Vaudoise
N/A—1,416-1,416-100%$155.0K———
Steward Partners Investment Advisory, LLC
N/A—1,364-1,364-100%$149.2K———
HHM Wealth Advisors, LLC
N/A—1,350-1,350-100%$147.6K———
Huntington National Bank
N/A—1,300-1,300-100%$142.2K———
Centaurus Financial, Inc.
N/A—1,273-1,273-100%$139.0K———
BFC Planning, Inc.
N/A—1,139-1,139-100%$124.6K———
AE Wealth Management LLC
N/A—1,006-1,006-100%$110.0K———
PNC Financial Services Group, Inc.
N/A—963-963-100%$105.3K———
Rockefeller Capital Management L.P.
N/A—884-884-100%$96.7K———
Dunhill Financial, LLC
N/A—813-813-100%$89.0K———
Federation des caisses Desjardins du Quebec
N/A—680-680-100%$74.4K———
Cordant, Inc.
N/A—661-661-100%$72.2K———
Continuum Advisory, LLC
N/A—626-626-100%$68.4K———
Aptus Capital Advisors, LLC
N/A—584-584-100%$63.9K———
Forum Finance Group S.A.
N/A—565-565-100%$50———
Innovative Asset Advisors Group, LLC
N/A—554-554-100%$60.6K———
Tidemark, LLC
N/A—537-537-100%$58.8K———
Burnham & Co LLC
N/A—400-400-100%$43.7K———
Global Retirement Partners, LLC
N/A—319-319-100%$34.9K———
Wells Fargo & Company
N/A—262-262-100%$28.7K———
Capital Analysts, LLC
N/A—232-232-100%$25———
SHP Wealth Management
N/A—92-92-100%$10.1K———
Bessemer Group Inc
N/A—85-85-100%$9———
NewEdge Advisors, LLC
N/A—78-78-100%$8.5K———
Aventura Private Wealth, LLC
N/A—60-60-100%$6.6K———
Anchor Investment Management, LLC
N/A—58-58-100%$6.3K———
Fiduciary Financial Advisors
N/A—35-35-100%$3.8K———
Allworth Financial LP
N/A—5-5-100%$578———
Marshall Investment Management, LLC
N/A—1-1-100%$109———
Showing 158 of 158 institutions