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Vaneck JPM EM Local Curr BND (EMLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares5,790,877 from 4,059,384
Change+1,731,493 (+43%)
Value$143.8M (+$40.0M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares3,378,201 from 2,581,614
Change+796,587 (+31%)
Value$83.9M (+$17.9M)
Filed 2026-10-27
Payden & Rygel
INCREASED
Shares2,316,707 from 1,547,458
Change+769,249 (+50%)
Value$57.5K (-$39.5M)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares1,381,550 from 1,346,648
Change+34,902 (+3%)
Value$34.3K (-$34.4M)
Filed 2026-10-26
Viewpoint Investment Partners Corp
INCREASED
Shares1,138,300 from 857,100
Change+281,200 (+33%)
Value$28.3M (+$6.4M)
Filed 2026-10-26
Calamos Advisors LLC
DECREASED
Shares1,112,935 from 1,321,185
Change-208,250 (-16%)
Value$27.6M (-$6.1M)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares1,111,947 from 1,096,521
Change+15,426 (+1%)
Value$27.6M (-$417.4K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares1,061,027 from 966,770
Change+94,257 (+10%)
Value$26.3M (+$1.6M)
Filed 2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,049,778 from 1,049,330
Change+448 (+0%)
Value$26.1M (-$760.2K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares1,028,797 from 769,045
Change+259,752 (+34%)
Value$25.5M (+$5.9M)
Filed 2026-11-05
ALM First Financial Advisors, LLC
UNCHANGED
Shares749,725 from 749,725
Change0 (0%)
Value$6.9M (-$12.3M)
Filed 2026-10-13
New Harbor Financial Group, LLC
INCREASED
Shares703,820 from 682,766
Change+21,054 (+3%)
Value$17.5M (+$24.3K)
Filed 2026-10-22
New York Life Investment Management LLC
NEW
Shares592,557
Change+592,557
Value$14.7M
Filed 2026-11-04
Central Trust Co
INCREASED
Shares590,792 from 550,291
Change+40,501 (+7%)
Value$14.7M (+$603.9K)
Filed 2026-11-05
5th Street Advisors, LLC
INCREASED
Shares585,674 from 454,085
Change+131,589 (+29%)
Value$14.5M (+$2.9M)
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
INCREASED
Shares455,303 from 447,901
Change+7,402 (+2%)
Value$11.3M (-$143.2K)
Filed 2026-11-02
Whitcomb & Hess, Inc.
INCREASED
Shares437,431 from 425,774
Change+11,657 (+3%)
Value$10.9M (-$21.4K)
Filed 2026-10-07
RED Cedar Investment Management, LLC
UNCHANGED
Shares429,718 from 429,718
Change0 (0%)
Value$10.7M (-$313.7K)
Filed 2026-11-04
Cutler Investment Counsel LLC
INCREASED
Shares346,356 from 341,363
Change+4,993 (+1%)
Value$8.6M (-$125.2K)
Filed 2026-10-28
Acima Private Wealth, LLC
DECREASED
Shares328,293 from 329,409
Change-1,116 (0%)
Value$8.2M (-$268.2K)
Filed 2026-10-05
Summit Global Investments
INCREASED
Shares323,229 from 295,865
Change+27,364 (+9%)
Value$8.0K (-$7.6M)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares286,175 from 286,314
Change-139 (0%)
Value$7.1M (-$212.5K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares268,908 from 292,288
Change-23,380 (-8%)
Value$6.7M (-$793.9K)
Filed 2026-11-02
rebel Financial LLC
INCREASED
Shares262,999 from 199,824
Change+63,175 (+32%)
Value$6.5M (+$1.4M)
Filed 2026-11-04
Integrated Capital Management, Inc.
INCREASED
Shares247,583 from 241,460
Change+6,123 (+3%)
Value$6.1M (-$24.2K)
Filed 2026-10-09
WealthPlan Investment Management, LLC
INCREASED
Shares239,337 from 228,279
Change+11,058 (+5%)
Value$5.9M (+$107.9K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares216,710 from 209,849
Change+6,861 (+3%)
Value$5.4M (+$17.2K)
Filed 2026-10-30
Rockport Wealth LLC
INCREASED
Shares214,673 from 212,980
Change+1,693 (+1%)
Value$5.3M (-$113.5K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares213,480 from 219,515
Change-6,035 (-3%)
Value$5.3M (-$310.1K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares207,391 from 158,436
Change+48,955 (+31%)
Value$5.1M (+$1.1M)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares162,983 from 152,712
Change+10,271 (+7%)
Value$4.0M (+$143.6K)
Filed 2026-11-05
Nkcfo LLC
UNCHANGED
Shares156,875 from 156,875
Change0 (0%)
Value$3.9K (-$4.0M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares155,059 from 131,148
Change+23,911 (+18%)
Value$3.9K (-$3.3M)
Filed 2026-11-02
JBGlobal.com LLC
DECREASED
Shares145,241 from 255,469
Change-110,228 (-43%)
Value$3.6M (-$2.9M)
Filed 2026-10-13
iA Global Asset Management Inc.
NEW
Shares141,400
Change+141,400
Value$3.5K
Filed 2026-10-29
Fidelity D & D Bancorp Inc
INCREASED
Shares137,769 from 133,509
Change+4,260 (+3%)
Value$3.4M (+$8.3K)
Filed 2026-11-05
Whalen Wealth Management Inc.
INCREASED
Shares132,311 from 48,862
Change+83,449 (+171%)
Value$3.3M (+$2.0M)
Filed 2026-10-08
Kelly Financial Services LLC
DECREASED
Shares125,567 from 138,426
Change-12,859 (-9%)
Value$3.1M (-$420.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares109,750 from 114,278
Change-4,528 (-4%)
Value$2.7M (-$151.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares109,750 from 114,278
Change-4,528 (-4%)
Value$2.7M (-$151.8K)
Filed 2026-10-20
Lake Hills Wealth Management, LLC
DECREASED
Shares109,745 from 111,408
Change-1,663 (-1%)
Value$2.7M (-$122.6K)
Filed 2026-10-07
Ackerman Capital Advisors, LLC
DECREASED
Shares98,537 from 102,190
Change-3,653 (-4%)
Value$2.4M (-$165.3K)
Filed 2026-10-30
Collaborative Fund Advisors, LLC
DECREASED
Shares97,072 from 135,736
Change-38,664 (-28%)
Value$2.4M (-$1.1M)
Filed 2026-11-02
JB Capital LLC
INCREASED
Shares88,932 from 84,914
Change+4,018 (+5%)
Value$2.2M (+$37.8K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares88,604 from 162,956
Change-74,352 (-46%)
Value$2.2M (-$2.0M)
Filed 2026-11-05
Martel Wealth Advisors LLC
INCREASED
Shares88,477 from 87,596
Change+881 (+1%)
Value$2.2M (-$42.1K)
Filed 2026-10-14
Veery Capital, LLC
INCREASED
Shares80,373 from 79,258
Change+1,115 (+1%)
Value$2.0M (-$30.2K)
Filed 2026-10-07
K2 Financial Inc.
INCREASED
Shares75,510 from 73,013
Change+2,497 (+3%)
Value$1.9M (+$8.8K)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares75,239 from 132,478
Change-57,239 (-43%)
Value$1.9M (-$1.5M)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares74,754 from 71,582
Change+3,172 (+4%)
Value$1.9M (+$26.5K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares73,698 from 70,921
Change+2,777 (+4%)
Value$1.8M (+$17.2K)
Filed 2026-11-02
Evergreen Private Wealth LLC
INCREASED
Shares72,926 from 71,152
Change+1,774 (+2%)
Value$1.8M (-$7.9K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares71,441 from 61,066
Change+10,375 (+17%)
Value$1.8M (+$213.0K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
INCREASED
Shares69,337 from 65,524
Change+3,813 (+6%)
Value$1.7M (+$46.8K)
Filed 2026-10-13
Chesley Taft & Associates LLC
INCREASED
Shares68,350 from 68,000
Change+350 (+1%)
Value$1.7M (-$40.9K)
Filed 2026-10-13
RHS Financial, LLC
INCREASED
Shares68,048 from 60,172
Change+7,876 (+13%)
Value$1.7M (+$151.6K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares66,710 from 63,836
Change+2,874 (+5%)
Value$1.7M (+$22.1K)
Filed 2026-10-13
Family CFO Inc
NEW
Shares62,357
Change+62,357
Value$1.5M
Filed 2026-10-30
Balboa Wealth Partners
DECREASED
Shares62,009 from 66,550
Change-4,541 (-7%)
Value$1.5M (-$161.3K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares60,776 from 43,273
Change+17,503 (+40%)
Value$1.5M (+$403.0K)
Filed 2026-11-04
Triad Wealth Partners, LLC
DECREASED
Shares55,342 from 55,366
Change-24 (0%)
Value$1.4M (-$31.0K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares52,380 from 38,070
Change+14,310 (+38%)
Value$1.3M (+$327.5K)
Filed 2026-10-16
HB Wealth Management, LLC
NEW
Shares50,789
Change+50,789
Value$1.3M
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares48,801 from 39,239
Change+9,562 (+24%)
Value$1.2M (+$226.4K)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares46,390 from 44,319
Change+2,071 (+5%)
Value$1.2M (+$19.1K)
Filed 2026-11-04
Sage Advisory Services, Ltd.Co.
DECREASED
Shares45,927 from 46,940
Change-1,013 (-2%)
Value$1.1M (-$60.0K)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares44,524 from 43,948
Change+576 (+1%)
Value$1.1M (-$17.8K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares39,361 from 4,075
Change+35,286 (+866%)
Value$977.3K (+$873.2K)
Filed 2026-10-08
Centurion Wealth Management LLC
INCREASED
Shares36,518 from 34,118
Change+2,400 (+7%)
Value$906.7K (+$34.7K)
Filed 2026-10-13
ShoreHaven Wealth Partners, LLC
INCREASED
Shares34,955 from 34,187
Change+768 (+2%)
Value$867.9K (-$5.9K)
Filed 2026-10-16
Creative Financial Designs Inc
NEW
Shares34,744
Change+34,744
Value$862.7K
Filed 2026-11-04
Vontobel Holding Ltd.
UNCHANGED
Shares34,200 from 34,200
Change0 (0%)
Value$849.2K (-$25.0K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
NEW
Shares33,751
Change+33,751
Value$838.0K
Filed 2026-10-13
FAI Advisors, Inc.
DECREASED
Shares33,521 from 33,585
Change-64 (0%)
Value$832.3K (-$26.1K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares31,453 from 23,207
Change+8,246 (+36%)
Value$781.0K (+$187.8K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares30,773 from 29,275
Change+1,498 (+5%)
Value$764.1K (+$15.8K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
INCREASED
Shares28,266 from 25,873
Change+2,393 (+9%)
Value$701.8K (+$40.5K)
Filed 2026-11-04
Stewardship Advisors, LLC
INCREASED
Shares26,719 from 25,840
Change+879 (+3%)
Value$663.4K (+$3.0K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares26,387 from 10,769
Change+15,618 (+145%)
Value$655.2K (+$379.9K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares26,180 from 25,419
Change+761 (+3%)
Value$650.1K (+$373)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares25,259 from 16,646
Change+8,613 (+52%)
Value$627.2K (+$201.7K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares25,242 from 22,913
Change+2,329 (+10%)
Value$626.8K (+$41.1K)
Filed 2026-11-05
Matisse Capital
UNCHANGED
Shares24,900 from 24,900
Change0 (0%)
Value$618.3K (-$18.2K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares23,818 from 23,417
Change+401 (+2%)
Value$591.4K (-$7.1K)
Filed 2026-11-03
Ryan Investment Management, Inc.
NEW
Shares23,792
Change+23,792
Value$590.8K
Filed 2026-10-20
Brucke Financial, Inc.
INCREASED
Shares22,723 from 21,079
Change+1,644 (+8%)
Value$564.2K (+$25.4K)
Filed 2026-10-23
WealthPLAN Partners, LLC
INCREASED
Shares22,431 from 16,959
Change+5,472 (+32%)
Value$557.0K (+$123.5K)
Filed 2026-10-15
Beacon Financial Group
INCREASED
Shares22,422 from 20,092
Change+2,330 (+12%)
Value$556.7K (+$43.2K)
Filed 2026-10-19
Detalus Advisors, LLC
INCREASED
Shares22,122 from 11,574
Change+10,548 (+91%)
Value$549.3K (+$253.5K)
Filed 2026-10-15
Abbington Investment Group
INCREASED
Shares21,096 from 21,001
Change+95 (+0%)
Value$523.8K (-$13.0K)
Filed 2026-11-03
Integrated Advisors Network LLC
INCREASED
Shares20,864 from 18,871
Change+1,993 (+11%)
Value$518.1K (+$35.7K)
Filed 2026-10-20
TriaGen Wealth Management LLC
INCREASED
Shares19,578 from 17,952
Change+1,626 (+9%)
Value$486.1K (+$27.3K)
Filed 2026-10-14
Lifetime Wealth Management P.C.
DECREASED
Shares19,257 from 23,757
Change-4,500 (-19%)
Value$478.1K (-$129.1K)
Filed 2026-10-29
Arwa LLC
DECREASED
Shares18,030 from 18,478
Change-448 (-2%)
Value$449.3K (-$20.9K)
Filed 2026-10-21
Penn Mutual Asset Management
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$446.9K (-$13.1K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares17,545 from 17,157
Change+388 (+2%)
Value$430.4K (-$8.1K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares16,884 from 30,902
Change-14,018 (-45%)
Value$419.2K (-$370.6K)
Filed 2026-10-23
Topor & Co. Korea
UNCHANGED
Shares16,567 from 16,567
Change0 (0%)
Value$411.4K (-$12.1K)
Filed 2026-10-22
First Citizens Bank & Trust Co
DECREASED
Shares16,516 from 22,356
Change-5,840 (-26%)
Value$410.1K (-$161.3K)
Filed 2026-10-14
Consilium Wealth Advisory, LLC
UNCHANGED
Shares15,800 from 15,800
Change0 (0%)
Value$392.3K (-$11.5K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares15,508 from 27,535
Change-12,027 (-44%)
Value$385.1K (-$318.7K)
Filed 2026-10-16
International Private Wealth Advisors LLC
INCREASED
Shares14,910 from 14,014
Change+896 (+6%)
Value$370.2K (+$12.0K)
Filed 2026-11-05
Apeiron RIA LLC
NEW
Shares14,397
Change+14,397
Value$353.2K
Filed 2026-10-08
Insight Wealth Strategies, LLC
INCREASED
Shares13,963 from 11,850
Change+2,113 (+18%)
Value$346.7K (+$46.3K)
Filed 2026-10-09
Arkansas Financial Group, Inc.
INCREASED
Shares13,768 from 12,722
Change+1,046 (+8%)
Value$341.9K (+$16.7K)
Filed 2026-10-26
Avantra Family Wealth, Inc.
INCREASED
Shares13,446 from 12,421
Change+1,025 (+8%)
Value$333.9K (+$16.4K)
Filed 2026-10-20
Invariant Investment Management
DECREASED
Shares13,151 from 13,241
Change-90 (-1%)
Value$323.8K (-$15.1K)
Filed 2026-10-08
Shepherd Financial Partners LLC
NEW
Shares13,090
Change+13,090
Value$325.0K
Filed 2026-11-03
Center For Asset Management LLC
NEW
Shares13,024
Change+13,024
Value$323.4K
Filed 2026-10-16
Clear Harbor Asset Management, LLC
UNCHANGED
Shares12,825 from 12,825
Change0 (0%)
Value$318.4K (-$9.4K)
Filed 2026-11-05
Two West Capital Advisors LLC
INCREASED
Shares12,713 from 12,345
Change+368 (+3%)
Value$314.8K (+$1.6K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares12,541 from 8,008
Change+4,533 (+57%)
Value$311.4K (+$106.7K)
Filed 2026-10-21
Ehrlich Financial Group
INCREASED
Shares11,561 from 11,109
Change+452 (+4%)
Value$287.1K (+$3.1K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares11,305 from 9,353
Change+1,952 (+21%)
Value$280.7K (+$41.6K)
Filed 2026-10-22
Avaii Wealth Management, LLC
INCREASED
Shares10,862 from 10,856
Change+6 (+0%)
Value$267.4K (-$10.1K)
Filed 2026-10-09
Embree Financial Group
INCREASED
Shares10,746 from 9,537
Change+1,209 (+13%)
Value$266.8K (+$23.1K)
Filed 2026-10-22
Cooper Financial Group
UNCHANGED
Shares10,227 from 10,227
Change0 (0%)
Value$253.9K (-$7.5K)
Filed 2026-10-07
Insight Wealth Partners, LLC
NEW
Shares9,950
Change+9,950
Value$247.1K
Filed 2026-10-26
Lionsbridge Wealth Management LLC
DECREASED
Shares9,729 from 10,854
Change-1,125 (-10%)
Value$241.6K (-$35.9K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED
Shares9,464 from 12,835
Change-3,371 (-26%)
Value$235.0K (-$93.1K)
Filed 2026-10-19
Cullen T Bankers, Inc.
NEW
Shares9,453
Change+9,453
Value$234.7K
Filed 2026-10-28
LVW Advisors, LLC
NEW
Shares9,343
Change+9,343
Value$232.0K
Filed 2026-10-19
Lynx Investment Advisory
INCREASED
Shares9,136 from 9,020
Change+116 (+1%)
Value$226.8K (-$3.7K)
Filed 2026-10-27
SigFig Wealth Management, LLC
INCREASED
Shares9,025 from 8,262
Change+763 (+9%)
Value$224.1K (+$12.7K)
Filed 2026-10-07
Skyline Advisors, Inc.
DECREASED
Shares8,812 from 10,461
Change-1,649 (-16%)
Value$218.8K (-$48.6K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares8,297 from 8,298
Change-1 (0%)
Value$206.0K (-$6.1K)
Filed 2026-10-22
WPG Advisers, LLC
INCREASED
Shares6,623 from 6,606
Change+17 (+0%)
Value$164.4K (-$4.4K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares5,984 from 3,759
Change+2,225 (+59%)
Value$148.6K (+$52.5K)
Filed 2026-10-08
Simplex Trading, LLC
INCREASED
Shares4,091 from 3,690
Change+401 (+11%)
Value$101.6K (+$7.3K)
Filed 2026-11-04
Raleigh Capital Management Inc.
INCREASED
Shares3,845 from 3,143
Change+702 (+22%)
Value$95.5K (+$15.1K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,537 from 3,537
Change0 (0%)
Value$87.8K (-$2.6K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares3,376 from 3,342
Change+34 (+1%)
Value$83.8K (-$1.6K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
DECREASED
Shares2,631 from 2,736
Change-105 (-4%)
Value$65.3K (-$4.6K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares2,362
Change+2,362
Value$58.6K
Filed 2026-10-21
Brown, Lisle Ings, Inc.
INCREASED
Shares2,216 from 2,063
Change+153 (+7%)
Value$55.0K (+$2.3K)
Filed 2026-10-16
Maseco LLP
NEW
Shares2,000
Change+2,000
Value$49.7K
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$39.2K (-$1.2K)
Filed 2026-10-16
Ascentis Independent Advisors
INCREASED
Shares1,574 from 3
Change+1,571 (+52367%)
Value$39.1K (+$39.0K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
DECREASED
Shares1,522 from 2,191
Change-669 (-31%)
Value$37.8K (-$18.2K)
Filed 2026-11-05
Align Financial, LLC
NEW
Shares1,133
Change+1,133
Value$28.1K
Filed 2026-10-16
CGC Financial Services, LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$25.9K (-$762)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares597 from 600
Change-3 (0%)
Value$14.8K (-$512)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares528 from 519
Change+9 (+2%)
Value$13.1K (-$174)
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares502
Change+502
Value$12
Filed 2026-10-02
Blue Trust, Inc.
INCREASED
Shares491 from 360
Change+131 (+36%)
Value$12.2K (+$3.0K)
Filed 2026-10-15
West Branch Capital LLC
NEW
Shares459
Change+459
Value$11.4K
Filed 2026-10-20
MH & Associates Securities Management Corp
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$10.6K (-$311)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares406 from 39
Change+367 (+941%)
Value$10.1K (+$9.1K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares394 from 391
Change+3 (+1%)
Value$9.8K (-$206)
Filed 2026-11-05
Olistico Wealth, LLC
DECREASED
Shares375 from 502
Change-127 (-25%)
Value$9.3K (-$3.5K)
Filed 2026-10-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$7.7K (-$228)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares294 from 289
Change+5 (+2%)
Value$7.3K (-$73)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$7.2K (-$211)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares280 from 279
Change+1 (+0%)
Value$6.9K (-$187)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares274 from 272
Change+2 (+1%)
Value$6.8K (-$149)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares272 from 183
Change+89 (+49%)
Value$6.8K (+$2.1K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares256
Change+256
Value$6.4K
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares232
Change+232
Value$5.8K
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares211
Change+211
Value$5.2K
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares211
Change+211
Value$5.2K
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares194 from 193
Change+1 (+1%)
Value$4.8K (-$119)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares167 from 159
Change+8 (+5%)
Value$4.1K (+$83)
Filed 2026-11-03
Avion Wealth
DECREASED
Shares166 from 709
Change-543 (-77%)
Value$4 (-$18.0K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares133 from 1
Change+132 (+13200%)
Value$3.3K (+$3.3K)
Filed 2026-10-14
Gables Capital Management Inc.
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$3.0K (-$89)
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$2.8K (-$69)
Filed 2026-10-16
Chilton Capital Management LLC
NEW
Shares110
Change+110
Value$2.7K
Filed 2026-10-28
Lloyd Advisory Services, Llc.
INCREASED
Shares81 from 79
Change+2 (+3%)
Value$2.0K (-$27)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares72 from 71
Change+1 (+1%)
Value$1.8K (-$24)
Filed 2026-10-28
Toth Financial Advisory Corp
NEW
Shares70
Change+70
Value$1.7K
Filed 2026-10-08
Kingdom Financial Group Llc.
DECREASED
Shares59 from 79
Change-20 (-25%)
Value$1.5K (-$551)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
NEW
Shares39
Change+39
Value$968
Filed 2026-10-05
Abound Wealth Management
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$795 (-$23)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$745 (-$22)
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$720 (-$21)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$720 (-$21)
Filed 2026-11-02
Spurstone Advisory Services, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$392 (-$14)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
NEW
Shares9
Change+9
Value$0
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$174 (+$46)
Filed 2026-11-03
Networth Advisors, LLC
NEW
Shares5
Change+5
Value$124
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$99 (-$3)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
NEW
Shares3
Change+3
Value$75
Filed 2026-10-20
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 590,594
Change-590,594 (-100%)
Value$0 (-$15.1M)
Filed 2026-10-21
State of New Jersey Common Pension Fund D
CLOSED
Shares0 from 500,000
Change-500,000 (-100%)
Value$0 (-$12.8M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 180,794
Change-180,794 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-28
Pinnacle Wealth Management Group, Inc.
CLOSED
Shares0 from 178,959
Change-178,959 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-15
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 163,502
Change-163,502 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-14
Quartz Partners, LLC
CLOSED
Shares0 from 83,925
Change-83,925 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Columbia Advisory Partners LLC
CLOSED
Shares0 from 16,977
Change-16,977 (-100%)
Value$0 (-$433.9K)
Filed 2026-10-15
Apella Capital, LLC
CLOSED
Shares0 from 11,061
Change-11,061 (-100%)
Value$0 (-$281.8K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 10,167
Change-10,167 (-100%)
Value$0 (-$259.9K)
Filed 2026-10-21
Jefferies Financial Group Inc.
CLOSED
Shares0 from 10,024
Change-10,024 (-100%)
Value$0 (-$256.2K)
Filed 2026-11-05
Howard Bailey Securities, LLC
CLOSED
Shares0 from 7,873
Change-7,873 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,338
Change-5,338 (-100%)
Value$0 (-$136.4K)
Filed 2026-10-15
Activest Wealth Management
CLOSED
Shares0 from 1,976
Change-1,976 (-100%)
Value$0 (-$50.5K)
Filed 2026-10-15
CX Institutional
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$36)
Filed 2026-10-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 947
Change-947 (-100%)
Value$0 (-$24.0K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 921
Change-921 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-13
Parkside Financial Bank & Trust
CLOSED
Shares0 from 583
Change-583 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-27
MCF Advisors LLC
CLOSED
Shares0 from 277
Change-277 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-14
True Wealth Design, LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$435)
Filed 2026-10-15
RMG Wealth Management LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$464)
Filed 2026-10-26
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 18,755,393
Change-18,755,393 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,279,426
Change-13,279,426 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 10,569,877
Change-10,569,877 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,584,139
Change-5,584,139 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,004,219
Change-5,004,219 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,257,771
Change-4,257,771 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,460,517
Change-3,460,517 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,223,090
Change-3,223,090 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,216,547
Change-3,216,547 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,210,810
Change-3,210,810 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 3,100,000
Change-3,100,000 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 2,071,247
Change-2,071,247 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,063,157
Change-2,063,157 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,975,091
Change-1,975,091 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,933,802
Change-1,933,802 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,871,545
Change-1,871,545 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,773,440
Change-1,773,440 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,575,535
Change-1,575,535 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,169,226
Change-1,169,226 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,140,811
Change-1,140,811 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,025,001
Change-1,025,001 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 975,430
Change-975,430 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 881,302
Change-881,302 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 863,527
Change-863,527 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 844,765
Change-844,765 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 779,222
Change-779,222 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 705,929
Change-705,929 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 694,639
Change-694,639 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 687,581
Change-687,581 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 675,186
Change-675,186 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 650,752
Change-650,752 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 645,385
Change-645,385 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 642,950
Change-642,950 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 632,830
Change-632,830 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 615,422
Change-615,422 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 592,613
Change-592,613 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 568,779
Change-568,779 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 519,994
Change-519,994 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 506,843
Change-506,843 (-100%)
Value—
Betterment LLC
N/A
Shares— from 466,217
Change-466,217 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 412,328
Change-412,328 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 398,278
Change-398,278 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 393,850
Change-393,850 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 321,847
Change-321,847 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 316,200
Change-316,200 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 310,640
Change-310,640 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 307,076
Change-307,076 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 268,623
Change-268,623 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 260,974
Change-260,974 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 249,560
Change-249,560 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 248,986
Change-248,986 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 248,010
Change-248,010 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 243,947
Change-243,947 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 233,439
Change-233,439 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 202,211
Change-202,211 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 184,067
Change-184,067 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 174,463
Change-174,463 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 173,164
Change-173,164 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 172,552
Change-172,552 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 168,214
Change-168,214 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 165,870
Change-165,870 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 165,294
Change-165,294 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 163,798
Change-163,798 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 160,911
Change-160,911 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 157,265
Change-157,265 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 154,872
Change-154,872 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 147,713
Change-147,713 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 125,512
Change-125,512 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 109,371
Change-109,371 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 85,299
Change-85,299 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 85,162
Change-85,162 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 84,219
Change-84,219 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 81,986
Change-81,986 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 78,192
Change-78,192 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 76,508
Change-76,508 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 69,750
Change-69,750 (-100%)
Value—
&partners
N/A
Shares— from 68,212
Change-68,212 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 64,726
Change-64,726 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 60,399
Change-60,399 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 59,529
Change-59,529 (-100%)
Value—
Prudential PLC
N/A
Shares— from 59,470
Change-59,470 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 53,251
Change-53,251 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 52,658
Change-52,658 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 49,834
Change-49,834 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 48,674
Change-48,674 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,909
Change-44,909 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 43,808
Change-43,808 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 41,850
Change-41,850 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 39,713
Change-39,713 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 37,779
Change-37,779 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 36,925
Change-36,925 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 35,917
Change-35,917 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 33,736
Change-33,736 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,726
Change-33,726 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 33,345
Change-33,345 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 30,908
Change-30,908 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 29,399
Change-29,399 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 28,928
Change-28,928 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 28,502
Change-28,502 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 28,329
Change-28,329 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 27,582
Change-27,582 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 27,192
Change-27,192 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,585
Change-24,585 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 21,627
Change-21,627 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Invst, LLC
N/A
Shares— from 21,453
Change-21,453 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 20,756
Change-20,756 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 19,995
Change-19,995 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,616
Change-19,616 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 18,347
Change-18,347 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,784
Change-17,784 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 16,902
Change-16,902 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 16,643
Change-16,643 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16,568
Change-16,568 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 16,284
Change-16,284 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 16,159
Change-16,159 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 16,139
Change-16,139 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,912
Change-14,912 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 14,143
Change-14,143 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,018
Change-14,018 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 14,006
Change-14,006 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,949
Change-12,949 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 12,935
Change-12,935 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 12,769
Change-12,769 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,249
Change-12,249 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,166
Change-12,166 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 11,032
Change-11,032 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 10,951
Change-10,951 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,859
Change-10,859 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 10,857
Change-10,857 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 10,813
Change-10,813 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,208
Change-10,208 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,737
Change-9,737 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,678
Change-9,678 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,582
Change-9,582 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,544
Change-9,544 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,260
Change-9,260 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 9,227
Change-9,227 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,909
Change-8,909 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,498
Change-8,498 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,691
Change-7,691 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,907
Change-6,907 (-100%)
Value—
EFG International AG
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 683
Change-683 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 677
Change-677 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 499
Change-499 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 401
Change-401 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 305
Change-305 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 231
Change-231 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 174
Change-174 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 154
Change-154 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 96
Change-96 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 49
Change-49 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 36
Change-36 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 21
Change-21 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Adventist Health System Sunbelt Healthcare Corp
INCREASED5,790,8774,059,384+1,731,493+43%$103.8M$143.8M+$40.0M2026-11-02
Asset Management One Co., Ltd.
INCREASED3,378,2012,581,614+796,587+31%$66.0M$83.9M+$17.9M2026-10-27
Payden & Rygel
INCREASED2,316,7071,547,458+769,249+50%$39.6M$57.5K-$39.5M2026-10-28
Park Avenue Securities LLC
INCREASED1,381,5501,346,648+34,902+3%$34.4M$34.3K-$34.4M2026-10-26
Viewpoint Investment Partners Corp
INCREASED1,138,300857,100+281,200+33%$21.9M$28.3M+$6.4M2026-10-26
Calamos Advisors LLC
DECREASED1,112,9351,321,185-208,250-16%$33.8M$27.6M-$6.1M2026-11-02
Evergreen Capital Management LLC
INCREASED1,111,9471,096,521+15,426+1%$28.0M$27.6M-$417.4K2026-10-23
Assetmark, Inc
INCREASED1,061,027966,770+94,257+10%$24.7M$26.3M+$1.6M2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,049,7781,049,330+448+0%$26.8M$26.1M-$760.2K2026-10-29
Bank of New York Mellon Corp
INCREASED1,028,797769,045+259,752+34%$19.7M$25.5M+$5.9M2026-11-05
ALM First Financial Advisors, LLC
UNCHANGED749,725749,72500%$19.2M$6.9M-$12.3M2026-10-13
New Harbor Financial Group, LLC
INCREASED703,820682,766+21,054+3%$17.5M$17.5M+$24.3K2026-10-22
New York Life Investment Management LLC
NEW592,557—+592,557——$14.7M—2026-11-04
Central Trust Co
INCREASED590,792550,291+40,501+7%$14.1M$14.7M+$603.9K2026-11-05
5th Street Advisors, LLC
INCREASED585,674454,085+131,589+29%$11.6M$14.5M+$2.9M2026-11-04
Pekin Hardy Strauss, Inc.
INCREASED455,303447,901+7,402+2%$11.4M$11.3M-$143.2K2026-11-02
Whitcomb & Hess, Inc.
INCREASED437,431425,774+11,657+3%$10.9M$10.9M-$21.4K2026-10-07
RED Cedar Investment Management, LLC
UNCHANGED429,718429,71800%$11.0M$10.7M-$313.7K2026-11-04
Cutler Investment Counsel LLC
INCREASED346,356341,363+4,993+1%$8.7M$8.6M-$125.2K2026-10-28
Acima Private Wealth, LLC
DECREASED328,293329,409-1,1160%$8.4M$8.2M-$268.2K2026-10-05
Summit Global Investments
INCREASED323,229295,865+27,364+9%$7.6M$8.0K-$7.6M2026-10-28
Oppenheimer & Co Inc
DECREASED286,175286,314-1390%$7.3M$7.1M-$212.5K2026-10-26
Commonwealth Equity Services, LLC
DECREASED268,908292,288-23,380-8%$7.5M$6.7M-$793.9K2026-11-02
rebel Financial LLC
INCREASED262,999199,824+63,175+32%$5.1M$6.5M+$1.4M2026-11-04
Integrated Capital Management, Inc.
INCREASED247,583241,460+6,123+3%$6.2M$6.1M-$24.2K2026-10-09
WealthPlan Investment Management, LLC
INCREASED239,337228,279+11,058+5%$5.8M$5.9M+$107.9K2026-10-15
Truist Financial Corp
INCREASED216,710209,849+6,861+3%$5.4M$5.4M+$17.2K2026-10-30
Rockport Wealth LLC
INCREASED214,673212,980+1,693+1%$5.4M$5.3M-$113.5K2026-11-03
Capital Investment Advisors, LLC
DECREASED213,480219,515-6,035-3%$5.6M$5.3M-$310.1K2026-10-22
Citigroup Inc
INCREASED207,391158,436+48,955+31%$4.0M$5.1M+$1.1M2026-11-04
Fifth Third Bancorp
INCREASED162,983152,712+10,271+7%$3.9M$4.0M+$143.6K2026-11-05
Nkcfo LLC
UNCHANGED156,875156,87500%$4.0M$3.9K-$4.0M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED155,059131,148+23,911+18%$3.4M$3.9K-$3.3M2026-11-02
JBGlobal.com LLC
DECREASED145,241255,469-110,228-43%$6.5M$3.6M-$2.9M2026-10-13
iA Global Asset Management Inc.
NEW141,400—+141,400——$3.5K—2026-10-29
Fidelity D & D Bancorp Inc
INCREASED137,769133,509+4,260+3%$3.4M$3.4M+$8.3K2026-11-05
Whalen Wealth Management Inc.
INCREASED132,31148,862+83,449+171%$1.2M$3.3M+$2.0M2026-10-08
Kelly Financial Services LLC
DECREASED125,567138,426-12,859-9%$3.5M$3.1M-$420.4K2026-10-20
Diversify Advisory Services, LLC
DECREASED109,750114,278-4,528-4%$2.9M$2.7M-$151.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED109,750114,278-4,528-4%$2.9M$2.7M-$151.8K2026-10-20
Lake Hills Wealth Management, LLC
DECREASED109,745111,408-1,663-1%$2.8M$2.7M-$122.6K2026-10-07
Ackerman Capital Advisors, LLC
DECREASED98,537102,190-3,653-4%$2.6M$2.4M-$165.3K2026-10-30
Collaborative Fund Advisors, LLC
DECREASED97,072135,736-38,664-28%$3.5M$2.4M-$1.1M2026-11-02
JB Capital LLC
INCREASED88,93284,914+4,018+5%$2.2M$2.2M+$37.8K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED88,604162,956-74,352-46%$4.2M$2.2M-$2.0M2026-11-05
Martel Wealth Advisors LLC
INCREASED88,47787,596+881+1%$2.2M$2.2M-$42.1K2026-10-14
Veery Capital, LLC
INCREASED80,37379,258+1,115+1%$2.0M$2.0M-$30.2K2026-10-07
K2 Financial Inc.
INCREASED75,51073,013+2,497+3%$1.9M$1.9M+$8.8K2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED75,239132,478-57,239-43%$3.4M$1.9M-$1.5M2026-11-03
StoneX Group Inc.
INCREASED74,75471,582+3,172+4%$1.8M$1.9M+$26.5K2026-11-03
Creative Planning
INCREASED73,69870,921+2,777+4%$1.8M$1.8M+$17.2K2026-11-02
Evergreen Private Wealth LLC
INCREASED72,92671,152+1,774+2%$1.8M$1.8M-$7.9K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED71,44161,066+10,375+17%$1.6M$1.8M+$213.0K2026-10-14
Fiduciary Financial Group, LLC
INCREASED69,33765,524+3,813+6%$1.7M$1.7M+$46.8K2026-10-13
Chesley Taft & Associates LLC
INCREASED68,35068,000+350+1%$1.7M$1.7M-$40.9K2026-10-13
RHS Financial, LLC
INCREASED68,04860,172+7,876+13%$1.5M$1.7M+$151.6K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED66,71063,836+2,874+5%$1.6M$1.7M+$22.1K2026-10-13
Family CFO Inc
NEW62,357—+62,357——$1.5M—2026-10-30
Balboa Wealth Partners
DECREASED62,00966,550-4,541-7%$1.7M$1.5M-$161.3K2026-10-20
AlphaCore Capital LLC
INCREASED60,77643,273+17,503+40%$1.1M$1.5M+$403.0K2026-11-04
Triad Wealth Partners, LLC
DECREASED55,34255,366-240%$1.4M$1.4M-$31.0K2026-10-26
IFP Advisors, Inc
INCREASED52,38038,070+14,310+38%$973.1K$1.3M+$327.5K2026-10-16
HB Wealth Management, LLC
NEW50,789—+50,789——$1.3M—2026-10-23
SAX Wealth Advisors, LLC
INCREASED48,80139,239+9,562+24%$985.3K$1.2M+$226.4K2026-10-13
Csenge Advisory Group
INCREASED46,39044,319+2,071+5%$1.1M$1.2M+$19.1K2026-11-04
Sage Advisory Services, Ltd.Co.
DECREASED45,92746,940-1,013-2%$1.2M$1.1M-$60.0K2026-10-29
Perigon Wealth Management, LLC
INCREASED44,52443,948+576+1%$1.1M$1.1M-$17.8K2026-10-22
CoreCap Advisors, LLC
INCREASED39,3614,075+35,286+866%$104.2K$977.3K+$873.2K2026-10-08
Centurion Wealth Management LLC
INCREASED36,51834,118+2,400+7%$872.1K$906.7K+$34.7K2026-10-13
ShoreHaven Wealth Partners, LLC
INCREASED34,95534,187+768+2%$873.8K$867.9K-$5.9K2026-10-16
Creative Financial Designs Inc
NEW34,744—+34,744——$862.7K—2026-11-04
Vontobel Holding Ltd.
UNCHANGED34,20034,20000%$874.2K$849.2K-$25.0K2026-10-16
B. Riley Wealth Advisors, Inc.
NEW33,751—+33,751——$838.0K—2026-10-13
FAI Advisors, Inc.
DECREASED33,52133,585-640%$858.4K$832.3K-$26.1K2026-10-27
Diversified Enterprises, LLC
INCREASED31,45323,207+8,246+36%$593.2K$781.0K+$187.8K2026-10-19
Columbus Macro, LLC
INCREASED30,77329,275+1,498+5%$748.3K$764.1K+$15.8K2026-10-14
Quadrant Private Wealth Management, LLC
INCREASED28,26625,873+2,393+9%$661.3K$701.8K+$40.5K2026-11-04
Stewardship Advisors, LLC
INCREASED26,71925,840+879+3%$660.5K$663.4K+$3.0K2026-10-20
MGO One Seven LLC
INCREASED26,38710,769+15,618+145%$275.3K$655.2K+$379.9K2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED26,18025,419+761+3%$649.7K$650.1K+$3732026-10-16
Kestra Advisory Services, LLC
INCREASED25,25916,646+8,613+52%$425.5K$627.2K+$201.7K2026-11-02
Rossby Financial, LCC
INCREASED25,24222,913+2,329+10%$585.7K$626.8K+$41.1K2026-11-05
Matisse Capital
UNCHANGED24,90024,90000%$636.4K$618.3K-$18.2K2026-10-29
United Advisor Group, LLC
INCREASED23,81823,417+401+2%$598.6K$591.4K-$7.1K2026-11-03
Ryan Investment Management, Inc.
NEW23,792—+23,792——$590.8K—2026-10-20
Brucke Financial, Inc.
INCREASED22,72321,079+1,644+8%$538.8K$564.2K+$25.4K2026-10-23
WealthPLAN Partners, LLC
INCREASED22,43116,959+5,472+32%$433.5K$557.0K+$123.5K2026-10-15
Beacon Financial Group
INCREASED22,42220,092+2,330+12%$513.5K$556.7K+$43.2K2026-10-19
Detalus Advisors, LLC
INCREASED22,12211,574+10,548+91%$295.8K$549.3K+$253.5K2026-10-15
Abbington Investment Group
INCREASED21,09621,001+95+0%$536.8K$523.8K-$13.0K2026-11-03
Integrated Advisors Network LLC
INCREASED20,86418,871+1,993+11%$482.4K$518.1K+$35.7K2026-10-20
TriaGen Wealth Management LLC
INCREASED19,57817,952+1,626+9%$458.9K$486.1K+$27.3K2026-10-14
Lifetime Wealth Management P.C.
DECREASED19,25723,757-4,500-19%$607.2K$478.1K-$129.1K2026-10-29
Arwa LLC
DECREASED18,03018,478-448-2%$470.3K$449.3K-$20.9K2026-10-21
Penn Mutual Asset Management
UNCHANGED18,00018,00000%$460.1K$446.9K-$13.1K2026-10-19
Net Worth Advisory Group
INCREASED17,54517,157+388+2%$438.5K$430.4K-$8.1K2026-10-20
Simplicity Wealth,LLC
DECREASED16,88430,902-14,018-45%$789.8K$419.2K-$370.6K2026-10-23
Topor & Co. Korea
UNCHANGED16,56716,56700%$423.5K$411.4K-$12.1K2026-10-22
First Citizens Bank & Trust Co
DECREASED16,51622,356-5,840-26%$571.4K$410.1K-$161.3K2026-10-14
Consilium Wealth Advisory, LLC
UNCHANGED15,80015,80000%$403.8K$392.3K-$11.5K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED15,50827,535-12,027-44%$703.8K$385.1K-$318.7K2026-10-16
International Private Wealth Advisors LLC
INCREASED14,91014,014+896+6%$358.2K$370.2K+$12.0K2026-11-05
Apeiron RIA LLC
NEW14,397—+14,397——$353.2K—2026-10-08
Insight Wealth Strategies, LLC
INCREASED13,96311,850+2,113+18%$300.4K$346.7K+$46.3K2026-10-09
Arkansas Financial Group, Inc.
INCREASED13,76812,722+1,046+8%$325.2K$341.9K+$16.7K2026-10-26
Avantra Family Wealth, Inc.
INCREASED13,44612,421+1,025+8%$317.5K$333.9K+$16.4K2026-10-20
Invariant Investment Management
DECREASED13,15113,241-90-1%$338.8K$323.8K-$15.1K2026-10-08
Shepherd Financial Partners LLC
NEW13,090—+13,090——$325.0K—2026-11-03
Center For Asset Management LLC
NEW13,024—+13,024——$323.4K—2026-10-16
Clear Harbor Asset Management, LLC
UNCHANGED12,82512,82500%$327.8K$318.4K-$9.4K2026-11-05
Two West Capital Advisors LLC
INCREASED12,71312,345+368+3%$313.2K$314.8K+$1.6K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED12,5418,008+4,533+57%$204.7K$311.4K+$106.7K2026-10-21
Ehrlich Financial Group
INCREASED11,56111,109+452+4%$283.9K$287.1K+$3.1K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED11,3059,353+1,952+21%$239.1K$280.7K+$41.6K2026-10-22
Avaii Wealth Management, LLC
INCREASED10,86210,856+6+0%$277.5K$267.4K-$10.1K2026-10-09
Embree Financial Group
INCREASED10,7469,537+1,209+13%$243.8K$266.8K+$23.1K2026-10-22
Cooper Financial Group
UNCHANGED10,22710,22700%$261.4K$253.9K-$7.5K2026-10-07
Insight Wealth Partners, LLC
NEW9,950—+9,950——$247.1K—2026-10-26
Lionsbridge Wealth Management LLC
DECREASED9,72910,854-1,125-10%$277.4K$241.6K-$35.9K2026-10-26
Laurel OAK Wealth Management, LLC
DECREASED9,46412,835-3,371-26%$328.1K$235.0K-$93.1K2026-10-19
Cullen T Bankers, Inc.
NEW9,453—+9,453——$234.7K—2026-10-28
LVW Advisors, LLC
NEW9,343—+9,343——$232.0K—2026-10-19
Lynx Investment Advisory
INCREASED9,1369,020+116+1%$230.6K$226.8K-$3.7K2026-10-27
SigFig Wealth Management, LLC
INCREASED9,0258,262+763+9%$211.4K$224.1K+$12.7K2026-10-07
Skyline Advisors, Inc.
DECREASED8,81210,461-1,649-16%$267.4K$218.8K-$48.6K2026-11-03
SBI Securities Co., Ltd.
DECREASED8,2978,298-10%$212.1K$206.0K-$6.1K2026-10-22
WPG Advisers, LLC
INCREASED6,6236,606+17+0%$168.8K$164.4K-$4.4K2026-10-27
Farther Finance Advisors, LLC
INCREASED5,9843,759+2,225+59%$96.1K$148.6K+$52.5K2026-10-08
Simplex Trading, LLC
INCREASED4,0913,690+401+11%$94.3K$101.6K+$7.3K2026-11-04
Raleigh Capital Management Inc.
INCREASED3,8453,143+702+22%$80.3K$95.5K+$15.1K2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,5373,53700%$90.4K$87.8K-$2.6K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED3,3763,342+34+1%$85.4K$83.8K-$1.6K2026-10-30
Cape Investment Advisory, Inc.
DECREASED2,6312,736-105-4%$69.9K$65.3K-$4.6K2026-10-13
Root Financial Partners, LLC
NEW2,362—+2,362——$58.6K—2026-10-21
Brown, Lisle Ings, Inc.
INCREASED2,2162,063+153+7%$52.7K$55.0K+$2.3K2026-10-16
Maseco LLP
NEW2,000—+2,000——$49.7K—2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED1,5781,57800%$40.3K$39.2K-$1.2K2026-10-16
Ascentis Independent Advisors
INCREASED1,5743+1,571+52367%$76$39.1K+$39.0K2026-11-03
Silver Grove Financial Group, Inc.
DECREASED1,5222,191-669-31%$56.0K$37.8K-$18.2K2026-11-05
Align Financial, LLC
NEW1,133—+1,133——$28.1K—2026-10-16
CGC Financial Services, LLC
UNCHANGED1,0441,04400%$26.7K$25.9K-$7622026-10-13
Private Trust Co NA
DECREASED597600-30%$15.3K$14.8K-$5122026-10-20
Lanark Financial, Inc.
INCREASED528519+9+2%$13.3K$13.1K-$1742026-10-26
Polaris Financial Partners
NEW502—+502——$12—2026-10-02
Blue Trust, Inc.
INCREASED491360+131+36%$9.2K$12.2K+$3.0K2026-10-15
West Branch Capital LLC
NEW459—+459——$11.4K—2026-10-20
MH & Associates Securities Management Corp
UNCHANGED42642600%$10.9K$10.6K-$3112026-10-30
US Bancorp \de\
INCREASED40639+367+941%$997$10.1K+$9.1K2026-11-05
Larson Financial Group LLC
INCREASED394391+3+1%$10.0K$9.8K-$2062026-11-05
Olistico Wealth, LLC
DECREASED375502-127-25%$12.8K$9.3K-$3.5K2026-10-05
Pinnacle Bancorp, Inc.
UNCHANGED31231200%$8.0K$7.7K-$2282026-10-21
Golden State Wealth Management, LLC
INCREASED294289+5+2%$7.4K$7.3K-$732026-11-02
Main Street Group, LTD
UNCHANGED28928900%$7.4K$7.2K-$2112026-10-28
EverSource Wealth Advisors, LLC
INCREASED280279+1+0%$7.1K$6.9K-$1872026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED274272+2+1%$7.0K$6.8K-$1492026-11-03
Compass Financial Management LLC
INCREASED272183+89+49%$4.7K$6.8K+$2.1K2026-10-30
Latitude Advisors, LLC
NEW256—+256——$6.4K—2026-10-27
Next Level Wealth Planning, LLC
NEW232—+232——$5.8K—2026-10-29
Jacobi Capital Management LLC
NEW211—+211——$5.2K—2026-11-05
Meriwether Wealth & Planning, LLC
NEW211—+211——$5.2K—2026-10-13
Signature Equity Partners, LLC
INCREASED194193+1+1%$4.9K$4.8K-$1192026-10-29
Parallel Advisors, LLC
INCREASED167159+8+5%$4.1K$4.1K+$832026-11-03
Avion Wealth
DECREASED166709-543-77%$18.0K$4-$18.0K2026-11-04
Mather Group, Llc.
INCREASED1331+132+13200%$16$3.3K+$3.3K2026-10-14
Gables Capital Management Inc.
UNCHANGED12112100%$3.1K$3.0K-$892026-11-04
Mosley Wealth Management
UNCHANGED11311300%$2.9K$2.8K-$692026-10-16
Chilton Capital Management LLC
NEW110—+110——$2.7K—2026-10-28
Lloyd Advisory Services, Llc.
INCREASED8179+2+3%$2.0K$2.0K-$272026-11-02
Buck Wealth Strategies, LLC
INCREASED7271+1+1%$1.8K$1.8K-$242026-10-28
Toth Financial Advisory Corp
NEW70—+70——$1.7K—2026-10-08
Kingdom Financial Group Llc.
DECREASED5979-20-25%$2.0K$1.5K-$5512026-11-04
MassMutual Private Wealth & Trust, FSB
NEW39—+39——$968—2026-10-05
Abound Wealth Management
UNCHANGED323200%$818$795-$232026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED303000%$767$745-$222026-10-27
Signaturefd, LLC
UNCHANGED292900%$741$720-$212026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED292900%$741$720-$212026-11-02
Spurstone Advisory Services, LLC
UNCHANGED161600%$406$392-$142026-11-02
Murphy & Mullick Capital Management Corp
NEW9—+9——$0—2026-11-02
Key Capital Management, Inc
INCREASED75+2+40%$128$174+$462026-11-03
Networth Advisors, LLC
NEW5—+5——$124—2026-11-03
Key FInancial Inc
UNCHANGED4400%$102$99-$32026-11-02
Owl Creek Wealth Partners LLC
NEW3—+3——$75—2026-10-20
Ocean Park Asset Management, LLC
CLOSED0590,594-590,594-100%$15.1M$0-$15.1M2026-10-21
State of New Jersey Common Pension Fund D
CLOSED0500,000-500,000-100%$12.8M$0-$12.8M2026-11-05
Exchange Traded Concepts, LLC
CLOSED0180,794-180,794-100%$4.6M$0-$4.6M2026-10-28
Pinnacle Wealth Management Group, Inc.
CLOSED0178,959-178,959-100%$4.6M$0-$4.6M2026-10-15
Upper Left Wealth Management, LLC
CLOSED0163,502-163,502-100%$4.2M$0-$4.2M2026-10-14
Quartz Partners, LLC
CLOSED083,925-83,925-100%$2.1M$0-$2.1M2026-11-03
Columbia Advisory Partners LLC
CLOSED016,977-16,977-100%$433.9K$0-$433.9K2026-10-15
Apella Capital, LLC
CLOSED011,061-11,061-100%$281.8K$0-$281.8K2026-10-08
Axxcess Wealth Management, LLC
CLOSED010,167-10,167-100%$259.9K$0-$259.9K2026-10-21
Jefferies Financial Group Inc.
CLOSED010,024-10,024-100%$256.2K$0-$256.2K2026-11-05
Howard Bailey Securities, LLC
CLOSED07,873-7,873-100%$201.2K$0-$201.2K2026-10-27
AdvisorNet Financial, Inc
CLOSED05,338-5,338-100%$136.4K$0-$136.4K2026-10-15
Activest Wealth Management
CLOSED01,976-1,976-100%$50.5K$0-$50.5K2026-10-15
CX Institutional
CLOSED01,400-1,400-100%$36$0-$362026-10-02
International Assets Investment Management, LLC
CLOSED0947-947-100%$24.0K$0-$24.0K2026-11-02
Gill Capital Partners, LLC
CLOSED0921-921-100%$23.5K$0-$23.5K2026-10-13
Parkside Financial Bank & Trust
CLOSED0583-583-100%$14.9K$0-$14.9K2026-10-27
MCF Advisors LLC
CLOSED0277-277-100%$7.1K$0-$7.1K2026-10-28
Cornerstone Planning Group LLC
CLOSED0180-180-100%$4.6K$0-$4.6K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED064-64-100%$1.6K$0-$1.6K2026-10-14
True Wealth Design, LLC
CLOSED045-45-100%$1.2K$0-$1.2K2026-10-13
Solstein Capital, LLC
CLOSED044-44-100%$1.1K$0-$1.1K2026-11-02
LifeSteps Financial, Inc.
CLOSED017-17-100%$435$0-$4352026-10-15
RMG Wealth Management LLC
CLOSED04-4-100%$464$0-$4642026-10-26
Kozak & Associates, Inc.
CLOSED000—$1$0-$12026-10-29
Charles Schwab Investment Management Inc
N/A—18,755,393-18,755,393-100%$479.4M———
UBS Group AG
N/A—13,279,426-13,279,426-100%$339.4M———
SEI Investments Co
N/A—10,569,877-10,569,877-100%$270.2M———
Neuberger Berman Group LLC
N/A—5,584,139-5,584,139-100%$142.7M———
Valmark Advisers, Inc.
N/A—5,004,219-5,004,219-100%$127.9M———
Envestnet Asset Management Inc
N/A—4,257,771-4,257,771-100%$108.8M———
BlackRock, Inc.
N/A—3,460,517-3,460,517-100%$88.5M———
Bank of America Corp
N/A—3,223,090-3,223,090-100%$82.4M———
Morgan Stanley
N/A—3,216,547-3,216,547-100%$82.2M———
UBS Asset Management Americas LLC
N/A—3,210,810-3,210,810-100%$82.1M———
Varma Mutual Pension Insurance Co
N/A—3,100,000-3,100,000-100%$79.2M———
1832 Asset Management L.P.
N/A—2,071,247-2,071,247-100%$52.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,063,157-2,063,157-100%$52.7M———
Franklin Resources Inc
N/A—1,975,091-1,975,091-100%$50.5M———
Wells Fargo & Company
N/A—1,933,802-1,933,802-100%$49.4M———
LPL Financial LLC
N/A—1,871,545-1,871,545-100%$47.8M———
Bank of Montreal
N/A—1,773,440-1,773,440-100%$45.3M———
FMR LLC
N/A—1,575,535-1,575,535-100%$40.3M———
HSBC Holdings PLC
N/A—1,169,226-1,169,226-100%$29.9M———
Royal Bank of Canada
N/A—1,140,811-1,140,811-100%$29.2M———
Madison Asset Management, LLC
N/A—1,025,001-1,025,001-100%$26.2M———
Federation des caisses Desjardins du Quebec
N/A—975,430-975,430-100%$24.9M———
BNP Paribas Financial Markets
N/A—881,302-881,302-100%$22.5M———
Raymond James Financial Inc
N/A—863,527-863,527-100%$22.1M———
Checchi Capital Advisers, LLC
N/A—844,765-844,765-100%$21.6M———
Old Mission Capital LLC
N/A—779,222-779,222-100%$19.9M———
Ameriprise Financial Inc
N/A—705,929-705,929-100%$18.0M———
Manufacturers Life Insurance Company, the
N/A—694,639-694,639-100%$17.8M———
Cetera Investment Advisers
N/A—687,581-687,581-100%$17.6M———
Schroder Investment Management Group
N/A—675,186-675,186-100%$17.3M———
Shah Wealth Advisors, LLC
N/A—650,752-650,752-100%$16.6M———
Partners Capital Investment Group, LLP
N/A—645,385-645,385-100%$16.5M———
Nomura Asset Management Co LTD
N/A—642,950-642,950-100%$16.4M———
Manning & Napier Advisors LLC
N/A—632,830-632,830-100%$16.2M———
MML Investors Services, LLC
N/A—615,422-615,422-100%$15.7M———
National Bank of Canada
N/A—592,613-592,613-100%$15.1M———
Deutsche Bank Ag\
N/A—568,779-568,779-100%$14.5M———
Guggenheim Capital LLC
N/A—519,994-519,994-100%$13.3M———
Beacon Pointe Advisors, LLC
N/A—506,843-506,843-100%$13.0M———
Betterment LLC
N/A—466,217-466,217-100%$11.9M———
Vestmark Advisory Solutions, Inc.
N/A—412,328-412,328-100%$10.5M———
Kiker Wealth Management, LLC
N/A—398,278-398,278-100%$10.2M———
Fortis Advisors, LLC
N/A—393,850-393,850-100%$10.1M———
Envestnet Portfolio Solutions, Inc.
N/A—321,847-321,847-100%$8.2M———
VPR Management LLC
N/A—316,200-316,200-100%$8.1M———
Bleakley Financial Group, LLC
N/A—310,640-310,640-100%$7.9M———
Ethos Financial Group, LLC
N/A—307,076-307,076-100%$7.8M———
Clark Capital Management Group, Inc.
N/A—268,623-268,623-100%$6.9M———
Avos Capital Management, LLC
N/A—260,974-260,974-100%$6.7M———
JPMorgan Chase & Co
N/A—249,560-249,560-100%$6.4M———
Waverly Advisors, LLC
N/A—248,986-248,986-100%$6.4M———
Osaic Holdings, Inc.
N/A—248,010-248,010-100%$6.3M———
Captrust Financial Advisors
N/A—243,947-243,947-100%$6.2M———
Cambria Investment Management, L.P.
N/A—233,439-233,439-100%$5.9M———
Millennium Management LLC
N/A—202,211-202,211-100%$5.2M———
Steward Partners Investment Advisory, LLC
N/A—184,067-184,067-100%$4.7M———
Stratos Wealth Partners, Ltd.
N/A—174,463-174,463-100%$4.5M———
OneDigital Investment Advisors LLC
N/A—173,164-173,164-100%$4.4M———
NewEdge Advisors, LLC
N/A—172,552-172,552-100%$4.4M———
Janney Montgomery Scott LLC
N/A—168,214-168,214-100%$4.3M———
Tiaa Trust, National Association
N/A—165,870-165,870-100%$4.2M———
Merit Financial Group, LLC
N/A—165,294-165,294-100%$4.2M———
Goldman Sachs Group Inc
N/A—163,798-163,798-100%$4.2M———
Stifel Financial Corp
N/A—160,911-160,911-100%$4.1M———
SBI Okasan Asset Management Co.Ltd.
N/A—157,265-157,265-100%$4.0M———
Patrick Mauro Investment Advisor, Inc.
N/A—154,872-154,872-100%$4.0M———
Keebeck Wealth Management
N/A—147,713-147,713-100%$3.8M———
Principal Securities, Inc.
N/A—125,512-125,512-100%$3.2M———
Waterloo Capital, L.P.
N/A—109,371-109,371-100%$2.8M———
Sanctuary Advisors, LLC
N/A—85,299-85,299-100%$2.2M———
Delos Wealth Advisors, LLC
N/A—85,162-85,162-100%$2.2M———
United Capital Financial Advisors, LLC
N/A—84,219-84,219-100%$2.2M———
Summit Financial, LLC
N/A—81,986-81,986-100%$2.1M———
BlueCrest Capital Management Ltd
N/A—78,192-78,192-100%$2.0M———
Logan Stone Capital, LLC
N/A—76,508-76,508-100%$2.0M———
Jones Financial Companies Lllp
N/A—69,750-69,750-100%$1.8M———
&partners
N/A—68,212-68,212-100%$1.7M———
Two Sigma Securities, LLC
N/A—64,726-64,726-100%$1.7M———
Ellevest, Inc.
N/A—60,399-60,399-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—59,529-59,529-100%$1.5M———
Prudential PLC
N/A—59,470-59,470-100%$1.5M———
Arkadios Wealth Advisors
N/A—53,251-53,251-100%$1.4M———
CreativeOne Wealth, LLC
N/A—52,658-52,658-100%$1.3M———
Focus Partners Wealth
N/A—49,834-49,834-100%$1.3M———
Wealthfront Advisers LLC
N/A—48,674-48,674-100%$1.2M———
Northwestern Mutual Wealth Management Co
N/A—44,909-44,909-100%$1.1M———
Savant Capital, LLC
N/A—43,808-43,808-100%$1.1M———
Crabel Capital Management, LLC
N/A—41,850-41,850-100%$1.1M———
Bulltick Wealth Management, LLC
N/A—39,713-39,713-100%$1.0M———
Klingenstein Fields & Co LP
N/A—37,779-37,779-100%$965.6K———
Mariner, LLC
N/A—36,925-36,925-100%$943.8K———
Hilltop Holdings Inc.
N/A—35,917-35,917-100%$918.0K———
Integrated Wealth Concepts LLC
N/A—33,736-33,736-100%$862.3K———
Global Retirement Partners, LLC
N/A—33,726-33,726-100%$862.0K———
Comprehensive Money Management Services LLC
N/A—33,345-33,345-100%$852.3K———
HRT Financial LP
N/A—30,908-30,908-100%$790.0K———
Quantinno Capital Management LP
N/A—29,399-29,399-100%$751.5K———
Qube Research & Technologies Ltd
N/A—28,928-28,928-100%$739.4K———
Collaborative Wealth Managment Inc.
N/A—28,502-28,502-100%$728.5K———
Hancock Whitney Corp
N/A—28,329-28,329-100%$724.1K———
Orion Porfolio Solutions, LLC
N/A—27,582-27,582-100%$705.0K———
Sequoia Financial Advisors, LLC
N/A—27,192-27,192-100%$695.0K———
AE Wealth Management LLC
N/A—24,585-24,585-100%$628.4K———
World Investment Advisors
N/A—21,627-21,627-100%$544.6K———
D. E. Shaw & Co., Inc.
N/A—21,500-21,500-100%$549.5K———
Invst, LLC
N/A—21,453-21,453-100%$548.3K———
IFG Advisory, LLC
N/A—20,756-20,756-100%$530.5K———
Cassady Wealth & Retirement Planning, LLC
N/A—19,995-19,995-100%$511.1K———
Centaurus Financial, Inc.
N/A—19,616-19,616-100%$501.0K———
Prelude Capital Management, LLC
N/A—19,500-19,500-100%$498.4K———
Tillman Hartley LLC
N/A—18,347-18,347-100%$468.9K———
Cerity Partners LLC
N/A—17,784-17,784-100%$454.6K———
TRU Independence Asset Management 2, LLC
N/A—16,902-16,902-100%$432.0K———
Edgestream Partners, L.P.
N/A—16,643-16,643-100%$425.4K———
Transamerica Financial Advisors, LLC
N/A—16,568-16,568-100%$423.5K———
Advyzon Investment Management, LLC
N/A—16,284-16,284-100%$416.2K———
Beto Financial Group, LLC
N/A—16,159-16,159-100%$410.0K———
SVB Wealth LLC
N/A—16,139-16,139-100%$412.5K———
NorthRock Partners, LLC
N/A—14,912-14,912-100%$381.1K———
Synergy Investment Management, LLC
N/A—14,143-14,143-100%$360.7K———
Advisory Services Network, LLC
N/A—14,018-14,018-100%$358.3K———
Keystone Financial Group
N/A—14,006-14,006-100%$358.0K———
Arax Advisory Partners
N/A—12,949-12,949-100%$331.0K———
Dynasty Wealth Management, LLC
N/A—12,935-12,935-100%$330.6K———
Cahill Financial Advisors Inc
N/A—12,769-12,769-100%$326.4K———
Harbour Investments, Inc.
N/A—12,249-12,249-100%$313.1K———
Gateway Wealth Partners, LLC
N/A—12,166-12,166-100%$311.0K———
Petra Financial Advisors Inc
N/A—11,545-11,545-100%$295.1K———
Mutual Advisors, LLC
N/A—11,338-11,338-100%$289.8K———
Stillwater Private Wealth, LLC
N/A—11,032-11,032-100%$282.0K———
Webster Bank, N. A.
N/A—10,951-10,951-100%$279.9K———
IEQ Capital, LLC
N/A—10,859-10,859-100%$277.6K———
Allworth Financial LP
N/A—10,857-10,857-100%$277.5K———
Icon Wealth Advisors, LLC
N/A—10,813-10,813-100%$276.4K———
Invesco Ltd.
N/A—10,208-10,208-100%$260.9K———
HighTower Advisors, LLC
N/A—9,737-9,737-100%$248.9K———
Ausdal Financial Partners, Inc.
N/A—9,678-9,678-100%$247.4K———
OneAscent Financial Services LLC
N/A—9,582-9,582-100%$244.9K———
Private Advisor Group, LLC
N/A—9,544-9,544-100%$244.0K———
MAI Capital Management
N/A—9,269-9,269-100%$236.9K———
Cresset Asset Management, LLC
N/A—9,260-9,260-100%$236.7K———
RiverGlades Family Offices LLC
N/A—9,227-9,227-100%$235.8K———
Dravo BAY LLC
N/A—9,054-9,054-100%$231.4K———
EP Wealth Advisors, LLC
N/A—8,910-8,910-100%$227.7K———
GeoWealth Management, LLC
N/A—8,909-8,909-100%$227.7K———
Mercer Global Advisors Inc
N/A—8,498-8,498-100%$217.2K———
Ameritas Advisory Services, LLC
N/A—7,691-7,691-100%$196.6K———
Bessemer Group Inc
N/A—6,907-6,907-100%$177.0K———
EFG International AG
N/A—6,658-6,658-100%$170.2K———
Advisors Asset Management, Inc.
N/A—6,182-6,182-100%$158.0K———
Sumitomo Mitsui Financial Group, Inc.
N/A—6,080-6,080-100%$155.4K———
Vision Retirement, LLC
N/A—5,606-5,606-100%$143.3K———
Bartlett & Co. Wealth Management LLC
N/A—5,284-5,284-100%$135.1K———
Aptus Capital Advisors, LLC
N/A—5,119-5,119-100%$130.8K———
PNC Financial Services Group, Inc.
N/A—4,379-4,379-100%$111.9K———
Innovative Asset Advisors Group, LLC
N/A—3,373-3,373-100%$86.2K———
Forum Finance Group S.A.
N/A—2,340-2,340-100%$48———
SouthState Bank Corp
N/A—2,000-2,000-100%$51.1K———
Ancora Advisors LLCA
N/A—1,968-1,968-100%$50.3K———
Capital Analysts, LLC
N/A—1,896-1,896-100%$48.0K———
Dunhill Financial, LLC
N/A—1,388-1,388-100%$35.5K———
O'shaughnessy Asset Management, LLC
N/A—1,206-1,206-100%$30.8K———
Elequin Capital, LP
N/A—1,202-1,202-100%$30.7K———
Continuum Advisory, LLC
N/A—1,199-1,199-100%$30.6K———
Keating Financial Advisory Services, Inc.
N/A—1,189-1,189-100%$30.4K———
BFC Planning, Inc.
N/A—683-683-100%$17.5K———
Ameriflex Group, Inc.
N/A—677-677-100%$17.3K———
Clearstead Advisors, LLC
N/A—540-540-100%$13.8K———
Greykasell Wealth Strategies, Inc.
N/A—499-499-100%$12.8K———
LGT Financial Advisors LLC
N/A—497-497-100%$12.7K———
Mcguire Capital Advisors Inc
N/A—401-401-100%$10.3K———
Top Private Wealth Llc.
N/A—359-359-100%$9.2K———
Smartleaf Asset Management LLC
N/A—358-358-100%$9.2K———
Brown Brothers Harriman & Co
N/A—305-305-100%$7.8K———
Huntington National Bank
N/A—231-231-100%$5.9K———
Hantz Financial Services, Inc.
N/A—174-174-100%$4———
Vanguard Advisers Inc
N/A—154-154-100%$3.9K———
Institute for Wealth Management, Llc.
N/A—153-153-100%$3.9K———
Basepoint Wealth LLC
N/A—134-134-100%$3.4K———
Fiduciary Financial Advisors
N/A—96-96-100%$2.5K———
Founders Financial Alliance, LLC
N/A—93-93-100%$2.4K———
Medallion Wealth Advisors, LLC
N/A—84-84-100%$2.1K———
Geneos Wealth Management Inc.
N/A—73-73-100%$1.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—70-70-100%$1.8K———
Financial Gravity Companies, Inc.
N/A—68-68-100%$1.7K———
Front Row Advisors LLC
N/A—62-62-100%$1.6K———
Russell Investments Group, Ltd.
N/A—53-53-100%$1.4K———
Harborfront Financial Group LLC
N/A—51-51-100%$1.3K———
Atlantic Union Bankshares Corp
N/A—49-49-100%$1.3K———
Bogart Wealth, LLC
N/A—49-49-100%$1.3K———
Meramec Financial Planners, LLC
N/A—46-46-100%$1.2K———
PlanVest Financial, Inc
N/A—36-36-100%$929———
Virtus Fixed Income Advisers, LLC
N/A—21-21-100%$537———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—21-21-100%$537———
Park Square Financial Group, LLC
N/A—20-20-100%$511———
Tiaa Wealth Investment Management LLC
N/A—17-17-100%$435———
Ameritas Investment Partners, Inc.
N/A—2-2-100%$51———
Rothschild Investment LLC
N/A—2-2-100%$51———
Showing 405 of 405 institutions