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Vaneck High Yield Muni ETF (HYD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares1,607,296 from 1,409,314
Change+197,982 (+14%)
Value$77.2M (+$4.6M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares833,094 from 834,084
Change-990 (0%)
Value$40.0M (-$3.0M)
Filed 2026-11-02
Avantax Planning Partners, Inc.
INCREASED
Shares632,212 from 206,107
Change+426,105 (+207%)
Value$30.4M (+$19.7M)
Filed 2026-11-03
Regions Financial Corp
INCREASED
Shares528,719 from 523,605
Change+5,114 (+1%)
Value$25.4M (-$1.6M)
Filed 2026-11-05
Forum Financial Management, LP
DECREASED
Shares520,312 from 1,263,926
Change-743,614 (-59%)
Value$25.0M (-$40.1M)
Filed 2026-10-16
Revolve Wealth Partners, LLC
INCREASED
Shares502,716 from 299,809
Change+202,907 (+68%)
Value$24.1M (+$8.7M)
Filed 2026-10-23
Retirement Investment Advisors, Inc.
INCREASED
Shares177,604 from 169,817
Change+7,787 (+5%)
Value$8.5M (-$158.4K)
Filed 2026-10-22
Thrivent Financial for Lutherans
NEW
Shares163,927
Change+163,927
Value$7.9K
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares145,511 from 145,833
Change-322 (0%)
Value$7.0M (-$523.0K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares124,713 from 105,577
Change+19,136 (+18%)
Value$6.0M (+$551.7K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
DECREASED
Shares110,672 from 115,499
Change-4,827 (-4%)
Value$5.3M (-$633.8K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares108,716 from 51,704
Change+57,012 (+110%)
Value$5.2M (+$2.6M)
Filed 2026-10-14
Insight Wealth Strategies, LLC
INCREASED
Shares93,720 from 91,745
Change+1,975 (+2%)
Value$4.5M (-$222.6K)
Filed 2026-10-09
Veery Capital, LLC
DECREASED
Shares89,061 from 93,136
Change-4,075 (-4%)
Value$4.3M (-$519.8K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
INCREASED
Shares78,045 from 72,804
Change+5,241 (+7%)
Value$3.7M (-$1.6K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares76,307 from 81,542
Change-5,235 (-6%)
Value$3.7K (-$4.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares72,778 from 77,506
Change-4,728 (-6%)
Value$3.5M (-$496.8K)
Filed 2026-11-02
Joseph Group Capital Management
INCREASED
Shares70,822 from 21,169
Change+49,653 (+235%)
Value$3.4M (+$2.3M)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares62,536 from 67,743
Change-5,207 (-8%)
Value$3.0M (-$485.8K)
Filed 2026-10-08
Certior Financial Group, LLC
DECREASED
Shares59,590 from 60,534
Change-944 (-2%)
Value$2.9M (-$256.0K)
Filed 2026-10-19
Gutierrez Wealth Advisory, LLC
NEW
Shares55,663
Change+55,663
Value$2.7M
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares53,926 from 48,040
Change+5,886 (+12%)
Value$2.6M (+$115.5K)
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares53,840 from 51,069
Change+2,771 (+5%)
Value$2.6M (+$4.6K)
Filed 2026-11-06
Narus Financial Partners, LLC
INCREASED
Shares50,224 from 44,730
Change+5,494 (+12%)
Value$2.4M (+$108.2K)
Filed 2026-10-19
BIP Wealth, LLC
NEW
Shares44,941
Change+44,941
Value$2.2M
Filed 2026-10-22
Brown Wealth Management, LLC
INCREASED
Shares40,735 from 36,490
Change+4,245 (+12%)
Value$2.0M (+$76.9K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares40,379 from 46,922
Change-6,543 (-14%)
Value$1.9K (-$2.4M)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares39,753 from 37,836
Change+1,917 (+5%)
Value$1.9M (-$38.9K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares39,715 from 50,691
Change-10,976 (-22%)
Value$1.9M (-$699.8K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares38,892 from 61,335
Change-22,443 (-37%)
Value$1.9M (-$1.3M)
Filed 2026-10-27
Brady Martz Wealth Solutions, LLC
DECREASED
Shares38,404 from 47,476
Change-9,072 (-19%)
Value$1.8M (-$600.9K)
Filed 2026-11-05
Idaho Trust Co
INCREASED
Shares37,876 from 36,165
Change+1,711 (+5%)
Value$1.8M (-$43.7K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares36,992 from 34,821
Change+2,171 (+6%)
Value$1.8M (+$54.7K)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares34,438 from 32,066
Change+2,372 (+7%)
Value$1.7M (+$2.3K)
Filed 2026-10-19
Friday Financial
INCREASED
Shares33,652 from 32,984
Change+668 (+2%)
Value$1.6M (-$80.0K)
Filed 2026-10-09
Westside Investment Management, Inc.
INCREASED
Shares32,126 from 30,029
Change+2,097 (+7%)
Value$1.5M (-$3.8K)
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares31,370 from 32,276
Change-906 (-3%)
Value$1.5M (-$155.8K)
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED
Shares29,597 from 24,867
Change+4,730 (+19%)
Value$1.4M (+$140.6K)
Filed 2026-10-13
APS Management Group, Inc.
INCREASED
Shares28,626 from 24,555
Change+4,071 (+17%)
Value$1.4M (+$110.1K)
Filed 2026-10-14
Apeiron RIA LLC
NEW
Shares28,273
Change+28,273
Value$1.4M
Filed 2026-10-08
Pinnacle Associates LTD
DECREASED
Shares26,595 from 32,920
Change-6,325 (-19%)
Value$1.3M (-$418.4K)
Filed 2026-10-20
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares26,449 from 35,191
Change-8,742 (-25%)
Value$1.3M (-$542.3K)
Filed 2026-10-15
Saxon Interests, Inc.
NEW
Shares25,848
Change+25,848
Value$1.2M
Filed 2026-10-26
Fullerton Advisors, LLC
DECREASED
Shares25,646 from 25,661
Change-15 (0%)
Value$1.2M (-$90.0K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares25,593 from 20,832
Change+4,761 (+23%)
Value$1.2M (+$156.2K)
Filed 2026-11-02
WealthBridge Capital Management, LLC
DECREASED
Shares25,195 from 25,620
Change-425 (-2%)
Value$1.2M (-$109.6K)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares23,884 from 23,276
Change+608 (+3%)
Value$1.1M (-$51.8K)
Filed 2026-10-13
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares23,873 from 23,340
Change+533 (+2%)
Value$1.1M (-$55.6K)
Filed 2026-10-26
FC Advisory LLC
INCREASED
Shares23,554 from 9,319
Change+14,235 (+153%)
Value$1.1M (+$651.3K)
Filed 2026-10-05
Investment Partners, Ltd.
INCREASED
Shares23,263 from 11,798
Change+11,465 (+97%)
Value$1.1M (+$509.6K)
Filed 2026-10-29
First United Bank & Trust
INCREASED
Shares21,011 from 16,691
Change+4,320 (+26%)
Value$1.0M (+$149.4K)
Filed 2026-10-22
Baker Avenue Asset Management, LP
DECREASED
Shares20,627 from 22,126
Change-1,499 (-7%)
Value$990.7K (-$149.0K)
Filed 2026-11-06
K2 Financial Inc.
DECREASED
Shares20,495 from 21,692
Change-1,197 (-6%)
Value$984.5K (-$133.7K)
Filed 2026-10-26
Thrive Capital Management, LLC
DECREASED
Shares20,047 from 35,132
Change-15,085 (-43%)
Value$962.9K (-$846.8K)
Filed 2026-10-28
Melone Private Wealth, LLC
DECREASED
Shares19,052 from 32,636
Change-13,584 (-42%)
Value$915.0K (-$766.0K)
Filed 2026-10-16
Principal Financial Group Inc
DECREASED
Shares18,604 from 32,604
Change-14,000 (-43%)
Value$893.6K (-$785.9K)
Filed 2026-11-02
Diversified Portfolios, Inc.
NEW
Shares17,776
Change+17,776
Value$853.8K
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares16,825 from 21,525
Change-4,700 (-22%)
Value$808.1K (-$300.6K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares16,815 from 14,609
Change+2,206 (+15%)
Value$807.6K (+$55.1K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares16,256 from 30,005
Change-13,749 (-46%)
Value$780.8K (-$764.7K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares16,212 from 18,349
Change-2,137 (-12%)
Value$778.7K (-$166.5K)
Filed 2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares15,965 from 15,965
Change0 (0%)
Value$822.4K ($0)
Filed 2026-11-03
United Advisor Group, LLC
DECREASED
Shares15,915 from 20,922
Change-5,007 (-24%)
Value$764.4K (-$313.3K)
Filed 2026-11-03
Graetz Wealth LLC
DECREASED
Shares15,087 from 22,667
Change-7,580 (-33%)
Value$724.6K (-$442.9K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
DECREASED
Shares14,976 from 16,430
Change-1,454 (-9%)
Value$719.3K (-$127.0K)
Filed 2026-10-28
Arwa LLC
DECREASED
Shares14,925 from 17,858
Change-2,933 (-16%)
Value$722.2K (-$189.6K)
Filed 2026-10-21
Nikulski Financial, Inc.
INCREASED
Shares13,937 from 10,510
Change+3,427 (+33%)
Value$669.4K (+$128.0K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares13,850 from 11,534
Change+2,316 (+20%)
Value$665.2K (+$71.1K)
Filed 2026-11-05
ACT Wealth Management, LLC
INCREASED
Shares13,641 from 11,715
Change+1,926 (+16%)
Value$655.2K (+$51.7K)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares12,929 from 19,723
Change-6,794 (-34%)
Value$621.0K (-$395.0K)
Filed 2026-10-22
Willis Johnson Wealth, Inc.
DECREASED
Shares12,293 from 12,866
Change-573 (-4%)
Value$590.4K (-$72.3K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
NEW
Shares11,855
Change+11,855
Value$584.9K
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares11,846 from 14,977
Change-3,131 (-21%)
Value$569.0K (-$202.5K)
Filed 2026-11-04
Simon Quick Advisors, LLC
DECREASED
Shares11,653 from 17,496
Change-5,843 (-33%)
Value$559.7K (-$341.5K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares11,628 from 10,883
Change+745 (+7%)
Value$558.5K (-$2.1K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares11,172 from 19,814
Change-8,642 (-44%)
Value$536.6K (-$484.0K)
Filed 2026-10-30
Haven Private, LLC
INCREASED
Shares11,090 from 10,990
Change+100 (+1%)
Value$532.7K (-$33.4K)
Filed 2026-10-27
Seamount Financial Group Inc
INCREASED
Shares10,816 from 10,757
Change+59 (+1%)
Value$519.5K (-$34.6K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares10,810 from 12,079
Change-1,269 (-11%)
Value$519.2K (-$103.0K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares10,775 from 8,220
Change+2,555 (+31%)
Value$517.5K (+$94.1K)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares10,592 from 17,657
Change-7,065 (-40%)
Value$508.7K (-$400.8K)
Filed 2026-11-04
Triton Wealth Management, Pllc
DECREASED
Shares10,218 from 12,751
Change-2,533 (-20%)
Value$502.5K (-$152.1K)
Filed 2026-11-04
Apollon Wealth Management, LLC
UNCHANGED
Shares10,031 from 10,031
Change0 (0%)
Value$481.8K (-$34.9K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares9,834 from 7,439
Change+2,395 (+32%)
Value$472.3K (+$89.1K)
Filed 2026-11-04
Beacon Financial Group
NEW
Shares9,822
Change+9,822
Value$471.8K
Filed 2026-10-19
Tenet Wealth Partners, LLC
INCREASED
Shares9,814 from 7,535
Change+2,279 (+30%)
Value$471.4K (+$91.5K)
Filed 2026-10-19
Sunrise Financial Services, LLC
INCREASED
Shares9,661 from 7,199
Change+2,462 (+34%)
Value$464.0K (+$93.2K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares9,620 from 5,937
Change+3,683 (+62%)
Value$462.0K (+$156.2K)
Filed 2026-11-05
Nilsine Partners, LLC
NEW
Shares9,450
Change+9,450
Value$453.9K
Filed 2026-11-02
Coastline Trust Co
UNCHANGED
Shares9,441 from 9,441
Change0 (0%)
Value$453.5K (-$32.9K)
Filed 2026-10-01
Procyon Advisors, LLC
INCREASED
Shares9,302 from 4,790
Change+4,512 (+94%)
Value$446.8K (+$200.0K)
Filed 2026-10-21
Wealthcare Capital Management LLC
INCREASED
Shares9,186 from 8,871
Change+315 (+4%)
Value$441.2K (-$15.7K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares9,140 from 8,379
Change+761 (+9%)
Value$439.0K (+$7.4K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares8,985 from 11,374
Change-2,389 (-21%)
Value$431.6K (-$154.3K)
Filed 2026-10-22
Symphony Financial, Ltd. Co.
DECREASED
Shares8,447 from 9,869
Change-1,422 (-14%)
Value$407.5K (-$102.2K)
Filed 2026-10-22
Johnson Bixby & Associates, LLC
INCREASED
Shares8,252 from 8,027
Change+225 (+3%)
Value$396.3K (-$17.1K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares8,177 from 9,272
Change-1,095 (-12%)
Value$392.7K (-$84.8K)
Filed 2026-10-08
Balefire, LLC
INCREASED
Shares7,944 from 7,477
Change+467 (+6%)
Value$381.6K (-$3.6K)
Filed 2026-10-09
FAI Advisors, Inc.
DECREASED
Shares7,795 from 9,726
Change-1,931 (-20%)
Value$374.4K (-$126.6K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
NEW
Shares7,768
Change+7,768
Value$373.1K
Filed 2026-11-02
TSG Advice Partners, LLC
NEW
Shares7,713
Change+7,713
Value$397.3K
Filed 2026-10-29
Summit Wealth Group LLC / Co
DECREASED
Shares7,686 from 10,263
Change-2,577 (-25%)
Value$369.2K (-$159.5K)
Filed 2026-10-29
Xcel Wealth Management, LLC
UNCHANGED
Shares7,450 from 7,450
Change0 (0%)
Value$357.8K (-$25.9K)
Filed 2026-10-26
Lionsbridge Wealth Management LLC
DECREASED
Shares7,401 from 7,798
Change-397 (-5%)
Value$355.5K (-$46.2K)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
DECREASED
Shares7,220 from 7,420
Change-200 (-3%)
Value$346.8K (-$35.4K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares7,131 from 7,078
Change+53 (+1%)
Value$342.5K (-$13.2K)
Filed 2026-10-30
Caldwell Trust Co
DECREASED
Shares6,991 from 7,091
Change-100 (-1%)
Value$335.8K (-$29.5K)
Filed 2026-10-30
Williams & Novak Wealth Management, LLC
DECREASED
Shares6,900 from 12,467
Change-5,567 (-45%)
Value$331.4K (-$310.8K)
Filed 2026-10-09
Focused Wealth Management, Inc
INCREASED
Shares6,853 from 6,829
Change+24 (+0%)
Value$329.1K (-$22.7K)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares6,806 from 5,763
Change+1,043 (+18%)
Value$326.9K (+$30.0K)
Filed 2026-10-13
Accredited Investor Services, LLC
DECREASED
Shares6,721 from 7,783
Change-1,062 (-14%)
Value$322.8K (-$78.1K)
Filed 2026-10-22
Latitude Advisors, LLC
INCREASED
Shares6,653 from 6,567
Change+86 (+1%)
Value$319.6K (-$18.7K)
Filed 2026-10-27
River's Edge Wealth Management, LLC
NEW
Shares6,638
Change+6,638
Value$323.5K
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares6,551 from 6,628
Change-77 (-1%)
Value$314.6K (-$26.8K)
Filed 2026-11-03
USAdvisors Wealth Management, LLC
UNCHANGED
Shares6,458 from 6,458
Change0 (0%)
Value$310 (-$331.7K)
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares6,206 from 65,080
Change-58,874 (-90%)
Value$298.1K (-$3.1M)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
NEW
Shares6,199
Change+6,199
Value$297.8K
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares6,147 from 6,029
Change+118 (+2%)
Value$295.2K (-$15.3K)
Filed 2026-10-22
Sage Mountain Advisors LLC
DECREASED
Shares5,980 from 6,792
Change-812 (-12%)
Value$287.2K (-$62.6K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares5,901
Change+5,901
Value$283.4K
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares5,897 from 4,792
Change+1,105 (+23%)
Value$283.2K (+$36.4K)
Filed 2026-11-03
Occidental Asset Management, LLC
DECREASED
Shares5,829 from 5,986
Change-157 (-3%)
Value$280.0K (-$28.4K)
Filed 2026-11-05
Gallacher Capital Management LLC
DECREASED
Shares5,334 from 7,495
Change-2,161 (-29%)
Value$256.2K (-$129.9K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
DECREASED
Shares5,292 from 6,519
Change-1,227 (-19%)
Value$254.2K (-$81.6K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares5,251 from 4,295
Change+956 (+22%)
Value$252.2K (+$31.0K)
Filed 2026-11-05
Focused Alpha, LLC
INCREASED
Shares5,242 from 5,198
Change+44 (+1%)
Value$251.8K (-$16.0K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares5,200 from 6,629
Change-1,429 (-22%)
Value$249.8K (-$91.7K)
Filed 2026-10-27
Global Wealth Strategies & Associates
INCREASED
Shares5,077 from 4,824
Change+253 (+5%)
Value$243.8K (-$4.6K)
Filed 2026-10-02
Diversify Advisory Services, LLC
DECREASED
Shares4,963 from 5,072
Change-109 (-2%)
Value$242.3K (-$13.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares4,963 from 5,072
Change-109 (-2%)
Value$242.3K (-$13.4K)
Filed 2026-10-20
Helium Advisors LLC
NEW
Shares4,878
Change+4,878
Value$234.3K
Filed 2026-10-23
Breakwater Capital Group
DECREASED
Shares4,698 from 13,189
Change-8,491 (-64%)
Value$225.6K (-$453.7K)
Filed 2026-10-09
Gradient Investments LLC
DECREASED
Shares4,669 from 6,781
Change-2,112 (-31%)
Value$224.2K (-$125.0K)
Filed 2026-10-08
Elevation Point Wealth Partners, LLC
NEW
Shares4,512
Change+4,512
Value$216.7K
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares3,770 from 3,758
Change+12 (+0%)
Value$181.1K (-$12.5K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares3,749 from 2,595
Change+1,154 (+44%)
Value$180.1K (+$46.4K)
Filed 2026-10-29
WPG Advisers, LLC
DECREASED
Shares3,726 from 4,677
Change-951 (-20%)
Value$179.0K (-$62.0K)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares3,600 from 3,558
Change+42 (+1%)
Value$172.9K (-$10.4K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
INCREASED
Shares3,160 from 2,944
Change+216 (+7%)
Value$151.8K (+$130)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares2,890 from 2,540
Change+350 (+14%)
Value$138.8K (+$8.0K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,352 from 2,152
Change+200 (+9%)
Value$113.0K (+$2.1K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
INCREASED
Shares2,220 from 1,188
Change+1,032 (+87%)
Value$106.6K (+$45.4K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
INCREASED
Shares2,046 from 1,514
Change+532 (+35%)
Value$97.9K (+$19.9K)
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$91.7K (-$6.6K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
NEW
Shares1,886
Change+1,886
Value$90.6K
Filed 2026-10-05
Lanark Financial, Inc.
DECREASED
Shares1,823 from 1,981
Change-158 (-8%)
Value$87.6K (-$14.5K)
Filed 2026-10-26
Acumen Wealth Advisors, LLC
NEW
Shares1,774
Change+1,774
Value$85.2K
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares1,211 from 1,303
Change-92 (-7%)
Value$58.2K (-$9.0K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares1,043 from 1,191
Change-148 (-12%)
Value$50.1K (-$11.3K)
Filed 2026-10-15
Nfsg Corp
NEW
Shares983
Change+983
Value$47.2K
Filed 2026-10-15
Center for Financial Planning, Inc.
DECREASED
Shares708 from 1,796
Change-1,088 (-61%)
Value$34.0K (-$58.5K)
Filed 2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$33.7K (-$2.4K)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$32.6K (-$2.4K)
Filed 2026-10-14
Independence Bank of Kentucky
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$30.5K (-$2.2K)
Filed 2026-10-26
Morton Brown Family Wealth, LLC
DECREASED
Shares624 from 680
Change-56 (-8%)
Value$30.0K (-$5.0K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$29.3K (-$2.1K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares460 from 145
Change+315 (+217%)
Value$22.1K (+$14.6K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares403 from 409
Change-6 (-1%)
Value$19.4K (-$1.7K)
Filed 2026-11-05
Blueline Advisors LLC
NEW
Shares340
Change+340
Value$16.3K
Filed 2026-10-15
CX Institutional
DECREASED
Shares339 from 606
Change-267 (-44%)
Value$16 (-$15)
Filed 2026-10-02
Signaturefd, LLC
DECREASED
Shares286 from 288
Change-2 (-1%)
Value$13.7K (-$1.1K)
Filed 2026-10-23
Bank of New Hampshire
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.0K (-$870)
Filed 2026-10-06
Duncker Streett & Co Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.0K (-$870)
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$11.0K (-$797)
Filed 2026-10-07
Valued Wealth Advisors LLC
NEW
Shares218
Change+218
Value$10.5K
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.6K (-$696)
Filed 2026-10-21
North Star Investment Management Corp.
NEW
Shares193
Change+193
Value$9.3K
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares191 from 189
Change+2 (+1%)
Value$9.2K (-$552)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares180 from 39
Change+141 (+362%)
Value$8.7K (+$6.6K)
Filed 2026-11-04
Trust Co
NEW
Shares168
Change+168
Value$8.1K
Filed 2026-10-09
Jacobi Capital Management LLC
NEW
Shares152
Change+152
Value$7.3K
Filed 2026-11-05
Winthrop Capital Management, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$6.0K (+$6.0K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
DECREASED
Shares81 from 163
Change-82 (-50%)
Value$3.9K (-$4.5K)
Filed 2026-10-28
RMG Wealth Management LLC
NEW
Shares71
Change+71
Value$3.5K
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.7K (-$148)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.2K (-$157)
Filed 2026-11-03
Kingdom Financial Group Llc.
NEW
Shares41
Change+41
Value$2.0K
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.0K (-$120)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares30
Change+30
Value$1.4K
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.2K (-$90)
Filed 2026-10-08
Larson Financial Group LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.1K (-$75)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$673 (-$49)
Filed 2026-10-27
Spurstone Advisory Services, LLC
DECREASED
Shares13 from 21
Change-8 (-38%)
Value$625 (-$456)
Filed 2026-11-02
Sofi Wealth, LLC
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$477 (-$100)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
NEW
Shares1
Change+1
Value$48
Filed 2026-11-04
Kings Path Partners LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 (-$2)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 968,763
Change-968,763 (-100%)
Value$0 (-$49.9M)
Filed 2026-10-29
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 665,700
Change-665,700 (-100%)
Value$0 (-$34.3M)
Filed 2026-10-21
Kennedy Investment Group, Inc.
CLOSED
Shares0 from 32,342
Change-32,342 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
Ascent Group, LLC
CLOSED
Shares0 from 31,542
Change-31,542 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-30
Ramsey Quantitative Systems
CLOSED
Shares0 from 21,000
Change-21,000 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-22
PFW Advisors LLC
CLOSED
Shares0 from 12,186
Change-12,186 (-100%)
Value$0 (-$627.7K)
Filed 2026-10-07
BXM Wealth LLC
CLOSED
Shares0 from 8,603
Change-8,603 (-100%)
Value$0 (-$443.1K)
Filed 2026-11-03
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$311.9K)
Filed 2026-11-04
Apella Capital, LLC
CLOSED
Shares0 from 6,795
Change-6,795 (-100%)
Value$0 (-$349.6K)
Filed 2026-10-08
Integrated Advisors Network LLC
CLOSED
Shares0 from 6,586
Change-6,586 (-100%)
Value$0 (-$339.2K)
Filed 2026-10-20
McAdam, LLC
CLOSED
Shares0 from 6,480
Change-6,480 (-100%)
Value$0 (-$333.8K)
Filed 2026-10-21
StoneX Group Inc.
CLOSED
Shares0 from 5,841
Change-5,841 (-100%)
Value$0 (-$300.8K)
Filed 2026-11-03
Columbia Advisory Partners LLC
CLOSED
Shares0 from 5,618
Change-5,618 (-100%)
Value$0 (-$289.4K)
Filed 2026-10-15
Choreo, LLC
CLOSED
Shares0 from 5,293
Change-5,293 (-100%)
Value$0 (-$272.6K)
Filed 2026-10-28
Stewardship Advisors, LLC
CLOSED
Shares0 from 5,103
Change-5,103 (-100%)
Value$0 (-$262.9K)
Filed 2026-10-20
Everhart Financial Group, Inc.
CLOSED
Shares0 from 5,071
Change-5,071 (-100%)
Value$0 (-$261.2K)
Filed 2026-10-08
Atria Investments, Inc
CLOSED
Shares0 from 4,898
Change-4,898 (-100%)
Value$0 (-$252.3K)
Filed 2026-10-15
Chesley Taft & Associates LLC
CLOSED
Shares0 from 4,800
Change-4,800 (-100%)
Value$0 (-$247.2K)
Filed 2026-10-13
Univest Financial Corp
CLOSED
Shares0 from 4,208
Change-4,208 (-100%)
Value$0 (-$216.7K)
Filed 2026-11-05
Hudock, Inc.
CLOSED
Shares0 from 4,005
Change-4,005 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 3,894
Change-3,894 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,903
Change-1,903 (-100%)
Value$0 (-$98.0K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 979
Change-979 (-100%)
Value$0 (-$50.4K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-13
Abound Wealth Management
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-13
Country Trust Bank
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-30
Tsfg, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 21,692,532
Change-21,692,532 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,115,890
Change-8,115,890 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,810,177
Change-3,810,177 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,255,747
Change-2,255,747 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,063,494
Change-2,063,494 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 1,626,304
Change-1,626,304 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,238,896
Change-1,238,896 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,079,725
Change-1,079,725 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,038,255
Change-1,038,255 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 880,931
Change-880,931 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 871,458
Change-871,458 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 702,097
Change-702,097 (-100%)
Value—
Man Group plc
N/A
Shares— from 538,074
Change-538,074 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 496,643
Change-496,643 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 467,300
Change-467,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 454,680
Change-454,680 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 433,620
Change-433,620 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 423,458
Change-423,458 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 415,895
Change-415,895 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 373,565
Change-373,565 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 363,026
Change-363,026 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 319,087
Change-319,087 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 280,101
Change-280,101 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 202,921
Change-202,921 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 188,097
Change-188,097 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 162,100
Change-162,100 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 151,463
Change-151,463 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 133,953
Change-133,953 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 131,708
Change-131,708 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 129,151
Change-129,151 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 121,212
Change-121,212 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 114,599
Change-114,599 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 108,053
Change-108,053 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 105,664
Change-105,664 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 102,800
Change-102,800 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 97,072
Change-97,072 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 93,112
Change-93,112 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 90,805
Change-90,805 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 87,134
Change-87,134 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 82,090
Change-82,090 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 82,036
Change-82,036 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 81,441
Change-81,441 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 80,526
Change-80,526 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 75,754
Change-75,754 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 74,513
Change-74,513 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 74,313
Change-74,313 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 73,667
Change-73,667 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 73,587
Change-73,587 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 66,321
Change-66,321 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 62,290
Change-62,290 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 61,014
Change-61,014 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 60,848
Change-60,848 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 60,530
Change-60,530 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 52,893
Change-52,893 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 49,548
Change-49,548 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 47,155
Change-47,155 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 46,439
Change-46,439 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 43,539
Change-43,539 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 41,885
Change-41,885 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 40,837
Change-40,837 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 39,013
Change-39,013 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 38,695
Change-38,695 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 36,036
Change-36,036 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 35,823
Change-35,823 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 35,380
Change-35,380 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 34,599
Change-34,599 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 33,201
Change-33,201 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 28,714
Change-28,714 (-100%)
Value—
Betterment LLC
N/A
Shares— from 26,656
Change-26,656 (-100%)
Value—
&partners
N/A
Shares— from 26,454
Change-26,454 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 25,119
Change-25,119 (-100%)
Value—
Nwam LLC
N/A
Shares— from 25,110
Change-25,110 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24,914
Change-24,914 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 23,773
Change-23,773 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,429
Change-22,429 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 21,675
Change-21,675 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 20,995
Change-20,995 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 20,960
Change-20,960 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 19,456
Change-19,456 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 18,430
Change-18,430 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 18,281
Change-18,281 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,869
Change-17,869 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 16,932
Change-16,932 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 16,479
Change-16,479 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 15,804
Change-15,804 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 15,743
Change-15,743 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 14,676
Change-14,676 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,429
Change-14,429 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,377
Change-14,377 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,961
Change-13,961 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 13,683
Change-13,683 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 13,576
Change-13,576 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,227
Change-13,227 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,047
Change-13,047 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 12,492
Change-12,492 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,241
Change-12,241 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 11,696
Change-11,696 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,169
Change-11,169 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,165
Change-11,165 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,869
Change-10,869 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,869
Change-9,869 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,333
Change-9,333 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,195
Change-9,195 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,707
Change-8,707 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,450
Change-8,450 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,927
Change-7,927 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,549
Change-7,549 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,881
Change-6,881 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 6,661
Change-6,661 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,634
Change-6,634 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,742
Change-5,742 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 5,563
Change-5,563 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 987
Change-987 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 978
Change-978 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 596
Change-596 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 250
Change-250 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 103
Change-103 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
INCREASED1,607,2961,409,314+197,982+14%$72.6M$77.2M+$4.6M2026-10-21
Commonwealth Equity Services, LLC
DECREASED833,094834,084-9900%$43.0M$40.0M-$3.0M2026-11-02
Avantax Planning Partners, Inc.
INCREASED632,212206,107+426,105+207%$10.6M$30.4M+$19.7M2026-11-03
Regions Financial Corp
INCREASED528,719523,605+5,114+1%$27.0M$25.4M-$1.6M2026-11-05
Forum Financial Management, LP
DECREASED520,3121,263,926-743,614-59%$65.1M$25.0M-$40.1M2026-10-16
Revolve Wealth Partners, LLC
INCREASED502,716299,809+202,907+68%$15.4M$24.1M+$8.7M2026-10-23
Retirement Investment Advisors, Inc.
INCREASED177,604169,817+7,787+5%$8.7M$8.5M-$158.4K2026-10-22
Thrivent Financial for Lutherans
NEW163,927—+163,927——$7.9K—2026-11-05
Bank of New York Mellon Corp
DECREASED145,511145,833-3220%$7.5M$7.0M-$523.0K2026-11-05
Daymark Wealth Partners, LLC
INCREASED124,713105,577+19,136+18%$5.4M$6.0M+$551.7K2026-11-04
Cyndeo Wealth Partners, LLC
DECREASED110,672115,499-4,827-4%$5.9M$5.3M-$633.8K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED108,71651,704+57,012+110%$2.7M$5.2M+$2.6M2026-10-14
Insight Wealth Strategies, LLC
INCREASED93,72091,745+1,975+2%$4.7M$4.5M-$222.6K2026-10-09
Veery Capital, LLC
DECREASED89,06193,136-4,075-4%$4.8M$4.3M-$519.8K2026-10-07
Wealthcare Advisory Partners LLC
INCREASED78,04572,804+5,241+7%$3.8M$3.7M-$1.6K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED76,30781,542-5,235-6%$4.2M$3.7K-$4.2M2026-11-02
Kestra Advisory Services, LLC
DECREASED72,77877,506-4,728-6%$4.0M$3.5M-$496.8K2026-11-02
Joseph Group Capital Management
INCREASED70,82221,169+49,653+235%$1.1M$3.4M+$2.3M2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED62,53667,743-5,207-8%$3.5M$3.0M-$485.8K2026-10-08
Certior Financial Group, LLC
DECREASED59,59060,534-944-2%$3.1M$2.9M-$256.0K2026-10-19
Gutierrez Wealth Advisory, LLC
NEW55,663—+55,663——$2.7M—2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED53,92648,040+5,886+12%$2.5M$2.6M+$115.5K2026-10-19
Savant Capital, LLC
INCREASED53,84051,069+2,771+5%$2.6M$2.6M+$4.6K2026-11-06
Narus Financial Partners, LLC
INCREASED50,22444,730+5,494+12%$2.3M$2.4M+$108.2K2026-10-19
BIP Wealth, LLC
NEW44,941—+44,941——$2.2M—2026-10-22
Brown Wealth Management, LLC
INCREASED40,73536,490+4,245+12%$1.9M$2.0M+$76.9K2026-10-20
Park Avenue Securities LLC
DECREASED40,37946,922-6,543-14%$2.4M$1.9K-$2.4M2026-10-26
Wedmont Private Capital
INCREASED39,75337,836+1,917+5%$1.9M$1.9M-$38.9K2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED39,71550,691-10,976-22%$2.6M$1.9M-$699.8K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED38,89261,335-22,443-37%$3.2M$1.9M-$1.3M2026-10-27
Brady Martz Wealth Solutions, LLC
DECREASED38,40447,476-9,072-19%$2.4M$1.8M-$600.9K2026-11-05
Idaho Trust Co
INCREASED37,87636,165+1,711+5%$1.9M$1.8M-$43.7K2026-11-04
Plancorp, LLC
INCREASED36,99234,821+2,171+6%$1.8M$1.8M+$54.7K2026-11-03
Diversified Enterprises, LLC
INCREASED34,43832,066+2,372+7%$1.7M$1.7M+$2.3K2026-10-19
Friday Financial
INCREASED33,65232,984+668+2%$1.7M$1.6M-$80.0K2026-10-09
Westside Investment Management, Inc.
INCREASED32,12630,029+2,097+7%$1.5M$1.5M-$3.8K2026-11-02
Davenport & Co LLC
DECREASED31,37032,276-906-3%$1.7M$1.5M-$155.8K2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED29,59724,867+4,730+19%$1.3M$1.4M+$140.6K2026-10-13
APS Management Group, Inc.
INCREASED28,62624,555+4,071+17%$1.3M$1.4M+$110.1K2026-10-14
Apeiron RIA LLC
NEW28,273—+28,273——$1.4M—2026-10-08
Pinnacle Associates LTD
DECREASED26,59532,920-6,325-19%$1.7M$1.3M-$418.4K2026-10-20
Brindle & Bay Financial Advisors, LLC
DECREASED26,44935,191-8,742-25%$1.8M$1.3M-$542.3K2026-10-15
Saxon Interests, Inc.
NEW25,848—+25,848——$1.2M—2026-10-26
Fullerton Advisors, LLC
DECREASED25,64625,661-150%$1.3M$1.2M-$90.0K2026-10-14
Creative Planning
INCREASED25,59320,832+4,761+23%$1.1M$1.2M+$156.2K2026-11-02
WealthBridge Capital Management, LLC
DECREASED25,19525,620-425-2%$1.3M$1.2M-$109.6K2026-10-16
Hennion & Walsh Asset Management, Inc.
INCREASED23,88423,276+608+3%$1.2M$1.1M-$51.8K2026-10-13
Rainey & Randall Wealth Advisors Inc.
INCREASED23,87323,340+533+2%$1.2M$1.1M-$55.6K2026-10-26
FC Advisory LLC
INCREASED23,5549,319+14,235+153%$480.0K$1.1M+$651.3K2026-10-05
Investment Partners, Ltd.
INCREASED23,26311,798+11,465+97%$607.7K$1.1M+$509.6K2026-10-29
First United Bank & Trust
INCREASED21,01116,691+4,320+26%$859.8K$1.0M+$149.4K2026-10-22
Baker Avenue Asset Management, LP
DECREASED20,62722,126-1,499-7%$1.1M$990.7K-$149.0K2026-11-06
K2 Financial Inc.
DECREASED20,49521,692-1,197-6%$1.1M$984.5K-$133.7K2026-10-26
Thrive Capital Management, LLC
DECREASED20,04735,132-15,085-43%$1.8M$962.9K-$846.8K2026-10-28
Melone Private Wealth, LLC
DECREASED19,05232,636-13,584-42%$1.7M$915.0K-$766.0K2026-10-16
Principal Financial Group Inc
DECREASED18,60432,604-14,000-43%$1.7M$893.6K-$785.9K2026-11-02
Diversified Portfolios, Inc.
NEW17,776—+17,776——$853.8K—2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
DECREASED16,82521,525-4,700-22%$1.1M$808.1K-$300.6K2026-10-23
D.A. Davidson & Co.
INCREASED16,81514,609+2,206+15%$752.5K$807.6K+$55.1K2026-10-28
Truist Financial Corp
DECREASED16,25630,005-13,749-46%$1.5M$780.8K-$764.7K2026-10-30
Oppenheimer & Co Inc
DECREASED16,21218,349-2,137-12%$945.2K$778.7K-$166.5K2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED15,96515,96500%$822.4K$822.4K$02026-11-03
United Advisor Group, LLC
DECREASED15,91520,922-5,007-24%$1.1M$764.4K-$313.3K2026-11-03
Graetz Wealth LLC
DECREASED15,08722,667-7,580-33%$1.2M$724.6K-$442.9K2026-10-27
Financial Network Wealth Advisors LLC
DECREASED14,97616,430-1,454-9%$846.3K$719.3K-$127.0K2026-10-28
Arwa LLC
DECREASED14,92517,858-2,933-16%$911.8K$722.2K-$189.6K2026-10-21
Nikulski Financial, Inc.
INCREASED13,93710,510+3,427+33%$541.4K$669.4K+$128.0K2026-11-06
Fifth Third Bancorp
INCREASED13,85011,534+2,316+20%$594.1K$665.2K+$71.1K2026-11-05
ACT Wealth Management, LLC
INCREASED13,64111,715+1,926+16%$603.5K$655.2K+$51.7K2026-10-09
Brookstone Capital Management
DECREASED12,92919,723-6,794-34%$1.0M$621.0K-$395.0K2026-10-22
Willis Johnson Wealth, Inc.
DECREASED12,29312,866-573-4%$662.7K$590.4K-$72.3K2026-11-03
Destiny Wealth Partners, LLC
NEW11,855—+11,855——$584.9K—2026-11-05
Citigroup Inc
DECREASED11,84614,977-3,131-21%$771.5K$569.0K-$202.5K2026-11-04
Simon Quick Advisors, LLC
DECREASED11,65317,496-5,843-33%$901.2K$559.7K-$341.5K2026-10-26
Signal Advisors Wealth, LLC
INCREASED11,62810,883+745+7%$560.6K$558.5K-$2.1K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED11,17219,814-8,642-44%$1.0M$536.6K-$484.0K2026-10-30
Haven Private, LLC
INCREASED11,09010,990+100+1%$566.1K$532.7K-$33.4K2026-10-27
Seamount Financial Group Inc
INCREASED10,81610,757+59+1%$554.1K$519.5K-$34.6K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED10,81012,079-1,269-11%$622.2K$519.2K-$103.0K2026-10-16
Independent Financial Group, LLC
INCREASED10,7758,220+2,555+31%$423.4K$517.5K+$94.1K2026-10-13
Csenge Advisory Group
DECREASED10,59217,657-7,065-40%$909.5K$508.7K-$400.8K2026-11-04
Triton Wealth Management, Pllc
DECREASED10,21812,751-2,533-20%$654.6K$502.5K-$152.1K2026-11-04
Apollon Wealth Management, LLC
UNCHANGED10,03110,03100%$516.7K$481.8K-$34.9K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED9,8347,439+2,395+32%$383.2K$472.3K+$89.1K2026-11-04
Beacon Financial Group
NEW9,822—+9,822——$471.8K—2026-10-19
Tenet Wealth Partners, LLC
INCREASED9,8147,535+2,279+30%$379.8K$471.4K+$91.5K2026-10-19
Sunrise Financial Services, LLC
INCREASED9,6617,199+2,462+34%$370.8K$464.0K+$93.2K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED9,6205,937+3,683+62%$305.8K$462.0K+$156.2K2026-11-05
Nilsine Partners, LLC
NEW9,450—+9,450——$453.9K—2026-11-02
Coastline Trust Co
UNCHANGED9,4419,44100%$486.3K$453.5K-$32.9K2026-10-01
Procyon Advisors, LLC
INCREASED9,3024,790+4,512+94%$246.7K$446.8K+$200.0K2026-10-21
Wealthcare Capital Management LLC
INCREASED9,1868,871+315+4%$457.0K$441.2K-$15.7K2026-10-21
IFP Advisors, Inc
INCREASED9,1408,379+761+9%$431.6K$439.0K+$7.4K2026-10-16
Perigon Wealth Management, LLC
DECREASED8,98511,374-2,389-21%$585.9K$431.6K-$154.3K2026-10-22
Symphony Financial, Ltd. Co.
DECREASED8,4479,869-1,422-14%$509.6K$407.5K-$102.2K2026-10-22
Johnson Bixby & Associates, LLC
INCREASED8,2528,027+225+3%$413.5K$396.3K-$17.1K2026-10-14
Farther Finance Advisors, LLC
DECREASED8,1779,272-1,095-12%$477.6K$392.7K-$84.8K2026-10-08
Balefire, LLC
INCREASED7,9447,477+467+6%$385.1K$381.6K-$3.6K2026-10-09
FAI Advisors, Inc.
DECREASED7,7959,726-1,931-20%$501.0K$374.4K-$126.6K2026-10-27
Walkner Condon Financial Advisors LLC
NEW7,768—+7,768——$373.1K—2026-11-02
TSG Advice Partners, LLC
NEW7,713—+7,713——$397.3K—2026-10-29
Summit Wealth Group LLC / Co
DECREASED7,68610,263-2,577-25%$528.6K$369.2K-$159.5K2026-10-29
Xcel Wealth Management, LLC
UNCHANGED7,4507,45000%$383.8K$357.8K-$25.9K2026-10-26
Lionsbridge Wealth Management LLC
DECREASED7,4017,798-397-5%$401.7K$355.5K-$46.2K2026-10-26
Burke & Herbert Bank & Trust Co
DECREASED7,2207,420-200-3%$382.2K$346.8K-$35.4K2026-11-02
Compass Financial Management LLC
INCREASED7,1317,078+53+1%$355.7K$342.5K-$13.2K2026-10-30
Caldwell Trust Co
DECREASED6,9917,091-100-1%$365.3K$335.8K-$29.5K2026-10-30
Williams & Novak Wealth Management, LLC
DECREASED6,90012,467-5,567-45%$642.2K$331.4K-$310.8K2026-10-09
Focused Wealth Management, Inc
INCREASED6,8536,829+24+0%$351.8K$329.1K-$22.7K2026-10-30
Avior Wealth Management, LLC
INCREASED6,8065,763+1,043+18%$296.8K$326.9K+$30.0K2026-10-13
Accredited Investor Services, LLC
DECREASED6,7217,783-1,062-14%$400.9K$322.8K-$78.1K2026-10-22
Latitude Advisors, LLC
INCREASED6,6536,567+86+1%$338.3K$319.6K-$18.7K2026-10-27
River's Edge Wealth Management, LLC
NEW6,638—+6,638——$323.5K—2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED6,5516,628-77-1%$341.4K$314.6K-$26.8K2026-11-03
USAdvisors Wealth Management, LLC
UNCHANGED6,4586,45800%$332.0K$310-$331.7K2026-10-21
Creative Financial Designs Inc
DECREASED6,20665,080-58,874-90%$3.4M$298.1K-$3.1M2026-11-04
Prime Capital Investment Advisors, LLC
NEW6,199—+6,199——$297.8K—2026-10-20
Capital Investment Advisors, LLC
INCREASED6,1476,029+118+2%$310.5K$295.2K-$15.3K2026-10-22
Sage Mountain Advisors LLC
DECREASED5,9806,792-812-12%$349.9K$287.2K-$62.6K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW5,901—+5,901——$283.4K—2026-10-14
RFG Advisory, LLC
INCREASED5,8974,792+1,105+23%$246.8K$283.2K+$36.4K2026-11-03
Occidental Asset Management, LLC
DECREASED5,8295,986-157-3%$308.3K$280.0K-$28.4K2026-11-05
Gallacher Capital Management LLC
DECREASED5,3347,495-2,161-29%$386.1K$256.2K-$129.9K2026-10-30
WealthPlan Investment Management, LLC
DECREASED5,2926,519-1,227-19%$335.8K$254.2K-$81.6K2026-10-15
Rossby Financial, LCC
INCREASED5,2514,295+956+22%$221.2K$252.2K+$31.0K2026-11-05
Focused Alpha, LLC
INCREASED5,2425,198+44+1%$267.7K$251.8K-$16.0K2026-10-20
VestGen Advisors, LLC
DECREASED5,2006,629-1,429-22%$341.5K$249.8K-$91.7K2026-10-27
Global Wealth Strategies & Associates
INCREASED5,0774,824+253+5%$248.5K$243.8K-$4.6K2026-10-02
Diversify Advisory Services, LLC
DECREASED4,9635,072-109-2%$255.7K$242.3K-$13.4K2026-10-20
Diversify Wealth Management, LLC
DECREASED4,9635,072-109-2%$255.7K$242.3K-$13.4K2026-10-20
Helium Advisors LLC
NEW4,878—+4,878——$234.3K—2026-10-23
Breakwater Capital Group
DECREASED4,69813,189-8,491-64%$679.4K$225.6K-$453.7K2026-10-09
Gradient Investments LLC
DECREASED4,6696,781-2,112-31%$349.3K$224.2K-$125.0K2026-10-08
Elevation Point Wealth Partners, LLC
NEW4,512—+4,512——$216.7K—2026-11-05
Richardson Financial Services Inc.
INCREASED3,7703,758+12+0%$193.6K$181.1K-$12.5K2026-10-30
Signature Equity Partners, LLC
INCREASED3,7492,595+1,154+44%$133.7K$180.1K+$46.4K2026-10-29
WPG Advisers, LLC
DECREASED3,7264,677-951-20%$240.9K$179.0K-$62.0K2026-10-27
Concord Wealth Partners
INCREASED3,6003,558+42+1%$183.3K$172.9K-$10.4K2026-11-02
Pinnacle Bancorp, Inc.
INCREASED3,1602,944+216+7%$151.6K$151.8K+$1302026-10-21
Private Trust Co NA
INCREASED2,8902,540+350+14%$130.8K$138.8K+$8.0K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED2,3522,152+200+9%$110.9K$113.0K+$2.1K2026-11-03
Armstrong Advisory Group, Inc
INCREASED2,2201,188+1,032+87%$61.2K$106.6K+$45.4K2026-10-09
Capital Investment Advisory Services, LLC
INCREASED2,0461,514+532+35%$78.0K$97.9K+$19.9K2026-10-30
Asset Dedication, LLC
UNCHANGED1,9101,91000%$98.4K$91.7K-$6.6K2026-11-03
Rosenberg Matthew Hamilton
NEW1,886—+1,886——$90.6K—2026-10-05
Lanark Financial, Inc.
DECREASED1,8231,981-158-8%$102.0K$87.6K-$14.5K2026-10-26
Acumen Wealth Advisors, LLC
NEW1,774—+1,774——$85.2K—2026-11-05
AlphaCore Capital LLC
DECREASED1,2111,303-92-7%$67.1K$58.2K-$9.0K2026-11-04
Blue Trust, Inc.
DECREASED1,0431,191-148-12%$61.3K$50.1K-$11.3K2026-10-15
Nfsg Corp
NEW983—+983——$47.2K—2026-10-15
Center for Financial Planning, Inc.
DECREASED7081,796-1,088-61%$92.5K$34.0K-$58.5K2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED70270200%$36.2K$33.7K-$2.4K2026-11-04
Mather Group, Llc.
UNCHANGED67867800%$34.9K$32.6K-$2.4K2026-10-14
Independence Bank of Kentucky
UNCHANGED63563500%$32.7K$30.5K-$2.2K2026-10-26
Morton Brown Family Wealth, LLC
DECREASED624680-56-8%$35.0K$30.0K-$5.0K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED61161100%$31.5K$29.3K-$2.1K2026-10-27
Silver Grove Financial Group, Inc.
INCREASED460145+315+217%$7.5K$22.1K+$14.6K2026-11-05
US Bancorp \de\
DECREASED403409-6-1%$21.1K$19.4K-$1.7K2026-11-05
Blueline Advisors LLC
NEW340—+340——$16.3K—2026-10-15
CX Institutional
DECREASED339606-267-44%$31$16-$152026-10-02
Signaturefd, LLC
DECREASED286288-2-1%$14.8K$13.7K-$1.1K2026-10-23
Bank of New Hampshire
UNCHANGED25025000%$12.9K$12.0K-$8702026-10-06
Duncker Streett & Co Inc
UNCHANGED25025000%$12.9K$12.0K-$8702026-10-27
American National Bank & Trust
UNCHANGED22922900%$11.8K$11.0K-$7972026-10-07
Valued Wealth Advisors LLC
NEW218—+218——$10.5K—2026-11-05
Trust Co of Vermont
UNCHANGED20020000%$10.3K$9.6K-$6962026-10-21
North Star Investment Management Corp.
NEW193—+193——$9.3K—2026-10-27
Golden State Wealth Management, LLC
INCREASED191189+2+1%$9.8K$9.2K-$5522026-11-02
EverSource Wealth Advisors, LLC
INCREASED18039+141+362%$2.0K$8.7K+$6.6K2026-11-04
Trust Co
NEW168—+168——$8.1K—2026-10-09
Jacobi Capital Management LLC
NEW152—+152——$7.3K—2026-11-05
Winthrop Capital Management, LLC
UNCHANGED12412400%$6$6.0K+$6.0K2026-11-05
Buck Wealth Strategies, LLC
DECREASED81163-82-50%$8.4K$3.9K-$4.5K2026-10-28
RMG Wealth Management LLC
NEW71—+71——$3.5K—2026-10-26
Mosley Wealth Management
UNCHANGED555500%$2.8K$2.7K-$1482026-10-16
Parallel Advisors, LLC
UNCHANGED454500%$2.3K$2.2K-$1572026-11-03
Kingdom Financial Group Llc.
NEW41—+41——$2.0K—2026-11-04
Princeton Global Asset Management LLC
UNCHANGED414100%$2.1K$2.0K-$1202026-10-21
William Mack & Associates, Inc.
NEW30—+30——$1.4K—2026-10-27
CoreCap Advisors, LLC
UNCHANGED262600%$1.3K$1.2K-$902026-10-08
Larson Financial Group LLC
UNCHANGED232300%$1.2K$1.1K-$752026-11-05
Parkside Financial Bank & Trust
UNCHANGED141400%$722$673-$492026-10-27
Spurstone Advisory Services, LLC
DECREASED1321-8-38%$1.1K$625-$4562026-11-02
Sofi Wealth, LLC
DECREASED1011-1-9%$577$477-$1002026-10-27
Allspring Global Investments Holdings, LLC
NEW1—+1——$48—2026-11-04
Kings Path Partners LLC
UNCHANGED1100%$35$33-$22026-10-21
Grimes & Co Wealth Management, LLC
CLOSED0968,763-968,763-100%$49.9M$0-$49.9M2026-10-29
Ocean Park Asset Management, LLC
CLOSED0665,700-665,700-100%$34.3M$0-$34.3M2026-10-21
Kennedy Investment Group, Inc.
CLOSED032,342-32,342-100%$1.7M$0-$1.7M2026-10-21
Ascent Group, LLC
CLOSED031,542-31,542-100%$1.6M$0-$1.6M2026-10-30
Ramsey Quantitative Systems
CLOSED021,000-21,000-100%$1.1M$0-$1.1M2026-10-22
PFW Advisors LLC
CLOSED012,186-12,186-100%$627.7K$0-$627.7K2026-10-07
BXM Wealth LLC
CLOSED08,603-8,603-100%$443.1K$0-$443.1K2026-11-03
Union Bancaire Privee, UBP SA
CLOSED08,000-8,000-100%$311.9K$0-$311.9K2026-11-04
Apella Capital, LLC
CLOSED06,795-6,795-100%$349.6K$0-$349.6K2026-10-08
Integrated Advisors Network LLC
CLOSED06,586-6,586-100%$339.2K$0-$339.2K2026-10-20
McAdam, LLC
CLOSED06,480-6,480-100%$333.8K$0-$333.8K2026-10-21
StoneX Group Inc.
CLOSED05,841-5,841-100%$300.8K$0-$300.8K2026-11-03
Columbia Advisory Partners LLC
CLOSED05,618-5,618-100%$289.4K$0-$289.4K2026-10-15
Choreo, LLC
CLOSED05,293-5,293-100%$272.6K$0-$272.6K2026-10-28
Stewardship Advisors, LLC
CLOSED05,103-5,103-100%$262.9K$0-$262.9K2026-10-20
Everhart Financial Group, Inc.
CLOSED05,071-5,071-100%$261.2K$0-$261.2K2026-10-08
Atria Investments, Inc
CLOSED04,898-4,898-100%$252.3K$0-$252.3K2026-10-15
Chesley Taft & Associates LLC
CLOSED04,800-4,800-100%$247.2K$0-$247.2K2026-10-13
Univest Financial Corp
CLOSED04,208-4,208-100%$216.7K$0-$216.7K2026-11-05
Hudock, Inc.
CLOSED04,005-4,005-100%$206.3K$0-$206.3K2026-10-14
Kingswood Wealth Advisors, LLC
CLOSED03,894-3,894-100%$200.6K$0-$200.6K2026-10-23
International Assets Investment Management, LLC
CLOSED01,903-1,903-100%$98.0K$0-$98.0K2026-11-02
Tucker Asset Management LLC
CLOSED0979-979-100%$50.4K$0-$50.4K2026-10-29
MCF Advisors LLC
CLOSED0317-317-100%$16.3K$0-$16.3K2026-10-28
Salem Investment Counselors Inc
CLOSED0240-240-100%$12.4K$0-$12.4K2026-10-13
Abound Wealth Management
CLOSED0126-126-100%$6.5K$0-$6.5K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
CLOSED085-85-100%$4.4K$0-$4.4K2026-10-28
Beacon Investment Advisory Services, Inc.
CLOSED081-81-100%$4.2K$0-$4.2K2026-10-13
Country Trust Bank
CLOSED042-42-100%$2.2K$0-$2.2K2026-10-30
Tsfg, LLC
CLOSED07-7-100%$0$0$02026-10-23
Bank of America Corp
N/A—21,692,532-21,692,532-100%$1.1B———
FMR LLC
N/A—8,115,890-8,115,890-100%$418.0M———
SEI Investments Co
N/A—3,810,177-3,810,177-100%$196.3M———
Northwestern Mutual Wealth Management Co
N/A—2,255,747-2,255,747-100%$116.2M———
Royal Bank of Canada
N/A—2,063,494-2,063,494-100%$106.3M———
American Family Investments, Inc.
N/A—1,626,304-1,626,304-100%$83.8M———
Morgan Stanley
N/A—1,238,896-1,238,896-100%$63.8M———
Focus Partners Wealth
N/A—1,079,725-1,079,725-100%$55.6M———
Goldman Sachs Group Inc
N/A—1,038,255-1,038,255-100%$53.5M———
LPL Financial LLC
N/A—880,931-880,931-100%$45.4M———
Wells Fargo & Company
N/A—871,458-871,458-100%$44.9M———
HighTower Advisors, LLC
N/A—702,097-702,097-100%$36.2M———
Man Group plc
N/A—538,074-538,074-100%$27.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—496,643-496,643-100%$25.6M———
American Century Companies Inc
N/A—467,300-467,300-100%$24.1M———
UBS Group AG
N/A—454,680-454,680-100%$23.4M———
Envestnet Asset Management Inc
N/A—433,620-433,620-100%$22.3M———
Raymond James Financial Inc
N/A—423,458-423,458-100%$21.8M———
Prudential Financial Inc
N/A—415,895-415,895-100%$21.4M———
Jane Street Group, LLC
N/A—373,565-373,565-100%$19.2M———
OneDigital Investment Advisors LLC
N/A—363,026-363,026-100%$18.7M———
Cetera Investment Advisers
N/A—319,087-319,087-100%$16.4M———
Capstone Investment Advisors, LLC
N/A—280,101-280,101-100%$14.4M———
Mercer Global Advisors Inc
N/A—202,921-202,921-100%$10.5M———
Renaissance Technologies LLC
N/A—188,097-188,097-100%$9.7M———
Merit Financial Group, LLC
N/A—162,100-162,100-100%$8.3M———
Westwood Holdings Group Inc
N/A—151,463-151,463-100%$7.8M———
Osaic Holdings, Inc.
N/A—133,953-133,953-100%$6.9M———
Beacon Pointe Advisors, LLC
N/A—131,708-131,708-100%$6.8M———
Sanctuary Advisors, LLC
N/A—129,151-129,151-100%$6.7M———
Robinson Capital Management, LLC
N/A—121,212-121,212-100%$6.2M———
Ellevest, Inc.
N/A—114,599-114,599-100%$4.9M———
BNP Paribas Financial Markets
N/A—108,053-108,053-100%$5.6M———
Smartleaf Asset Management LLC
N/A—105,664-105,664-100%$5.5M———
IFG Advisory, LLC
N/A—102,800-102,800-100%$5.3M———
Guggenheim Capital LLC
N/A—97,072-97,072-100%$5.0M———
Citadel Advisors LLC
N/A—93,112-93,112-100%$4.8M———
Rockefeller Capital Management L.P.
N/A—90,805-90,805-100%$4.7M———
Bernicke Wealth Management, Ltd.
N/A—87,134-87,134-100%$4.5M———
Mariner, LLC
N/A—82,090-82,090-100%$4.2M———
Trivium Point Advisory, LLC
N/A—82,036-82,036-100%$4.2M———
Sykon Capital LLC
N/A—81,441-81,441-100%$4.2M———
Focus Partners Advisor Solutions, LLC
N/A—80,526-80,526-100%$4.1M———
Charles Schwab Investment Management Inc
N/A—75,754-75,754-100%$3.9M———
Jones Financial Companies Lllp
N/A—74,513-74,513-100%$3.8M———
MML Investors Services, LLC
N/A—74,313-74,313-100%$3.8M———
Stifel Financial Corp
N/A—73,667-73,667-100%$3.8M———
Wealthspire Advisors, LLC
N/A—73,587-73,587-100%$3.8M———
Quantinno Capital Management LP
N/A—66,321-66,321-100%$3.4M———
Quadrature Capital Ltd
N/A—62,290-62,290-100%$3.2M———
Ironwood Investment Counsel, LLC
N/A—61,014-61,014-100%$3.1M———
JPMorgan Chase & Co
N/A—60,848-60,848-100%$3.1M———
Centaurus Financial, Inc.
N/A—60,530-60,530-100%$3.1M———
Hall Capital Management Co Inc
N/A—52,893-52,893-100%$2.7M———
Zions Bancorporation, National Association
N/A—49,548-49,548-100%$2.6M———
FAS Wealth Partners, Inc.
N/A—47,155-47,155-100%$2.4M———
Valmark Advisers, Inc.
N/A—46,439-46,439-100%$2.4M———
Wealthfront Advisers LLC
N/A—43,539-43,539-100%$2.2M———
Tiaa Trust, National Association
N/A—41,885-41,885-100%$2.2M———
Savvy Advisors, Inc.
N/A—40,837-40,837-100%$2.1M———
One Capital Management, LLC
N/A—39,013-39,013-100%$2.0M———
CreativeOne Wealth, LLC
N/A—38,695-38,695-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—36,036-36,036-100%$1.9M———
Shared Vision Wealth Group LLC
N/A—35,823-35,823-100%$1.8M———
Intrust Bank NA
N/A—35,380-35,380-100%$1.8M———
Global Retirement Partners, LLC
N/A—34,599-34,599-100%$1.8M———
Dravo BAY LLC
N/A—33,201-33,201-100%$1.7M———
Orcam Financial Group
N/A—28,714-28,714-100%$1.5M———
Betterment LLC
N/A—26,656-26,656-100%$1.4M———
&partners
N/A—26,454-26,454-100%$1.4M———
Advyzon Investment Management, LLC
N/A—25,119-25,119-100%$1.3M———
Nwam LLC
N/A—25,110-25,110-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—24,914-24,914-100%$1.3M———
FLC Capital Advisors
N/A—23,773-23,773-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—22,429-22,429-100%$1.2M———
Crabel Capital Management, LLC
N/A—21,675-21,675-100%$1.1M———
Talon Private Wealth, LLC
N/A—20,995-20,995-100%$1.1M———
IHT Wealth Management, LLC
N/A—20,960-20,960-100%$1.1M———
Jordan Park Group LLC
N/A—19,456-19,456-100%$1.0M———
Oakmont Advisory Group, LLC
N/A—18,430-18,430-100%$949.3K———
Foster & Motley Inc
N/A—18,281-18,281-100%$942.0K———
Capital Analysts, LLC
N/A—17,869-17,869-100%$920.0K———
First American Trust, FSB
N/A—16,932-16,932-100%$872.2K———
Manning & Napier Advisors LLC
N/A—16,479-16,479-100%$851.1K———
Seeds Investor LLC
N/A—15,804-15,804-100%$814.1K———
Dunhill Financial, LLC
N/A—15,743-15,743-100%$810.9K———
Fort Point Capital Partners LLC
N/A—14,676-14,676-100%$756.0K———
Blair William & Co
N/A—14,429-14,429-100%$743.3K———
Dorsey & Whitney Trust Co LLC
N/A—14,377-14,377-100%$740.6K———
World Investment Advisors
N/A—13,961-13,961-100%$716.3K———
Jacobson & Schmitt Advisors, LLC
N/A—13,683-13,683-100%$704.8K———
Tyche Wealth Partners LLC
N/A—13,576-13,576-100%$699.3K———
Baird Financial Group, Inc.
N/A—13,227-13,227-100%$681.3K———
Waverly Advisors, LLC
N/A—13,047-13,047-100%$672.1K———
Hyundai Investments Co., Ltd.
N/A—12,492-12,492-100%$645.2K———
Summit Financial, LLC
N/A—12,241-12,241-100%$630.5K———
Arkadios Wealth Advisors
N/A—12,116-12,116-100%$624.1K———
Boston Research & Management Inc
N/A—11,696-11,696-100%$602.5K———
SageView Advisory Group, LLC
N/A—11,169-11,169-100%$575.3K———
Private Advisor Group, LLC
N/A—11,165-11,165-100%$575.1K———
Tower Research Capital LLC (TRC)
N/A—10,869-10,869-100%$559.9K———
Lansing Street Advisors
N/A—10,122-10,122-100%$521.4K———
Gateway Wealth Partners, LLC
N/A—9,869-9,869-100%$508.4K———
NewEdge Advisors, LLC
N/A—9,813-9,813-100%$505.4K———
Cahill Financial Advisors Inc
N/A—9,766-9,766-100%$503.0K———
Advisory Services Network, LLC
N/A—9,710-9,710-100%$500.2K———
Insigneo Advisory Services, LLC
N/A—9,333-9,333-100%$480.7K———
Captrust Financial Advisors
N/A—9,195-9,195-100%$473.6K———
Brookwood Investment Group LLC
N/A—8,707-8,707-100%$448.5K———
Kingsview Wealth Management, LLC
N/A—8,562-8,562-100%$441.0K———
Tocqueville Asset Management L.P.
N/A—8,450-8,450-100%$435.3K———
Qube Research & Technologies Ltd
N/A—7,927-7,927-100%$408.3K———
Susquehanna International Group, LLP
N/A—7,664-7,664-100%$394.8K———
Texas Capital Bank Wealth Management Services Inc
N/A—7,550-7,550-100%$388.9K———
Rehmann Capital Advisory Group
N/A—7,549-7,549-100%$388.8K———
Condor Capital Management
N/A—7,242-7,242-100%$373.0K———
MAI Capital Management
N/A—6,881-6,881-100%$354.5K———
Strategic Investment Advisors / MI
N/A—6,704-6,704-100%$345.3K———
Arrowroot Family Office, LLC
N/A—6,661-6,661-100%$343.1K———
Equitable Holdings, Inc.
N/A—6,634-6,634-100%$341.7K———
Integrated Wealth Concepts LLC
N/A—6,272-6,272-100%$323.1K———
Maripau Wealth Management LLC
N/A—6,061-6,061-100%$312.2K———
Donaldson Capital Management, LLC
N/A—5,898-5,898-100%$303.8K———
United Capital Financial Advisors, LLC
N/A—5,772-5,772-100%$297.2K———
EP Wealth Advisors, LLC
N/A—5,742-5,742-100%$295.8K———
Bridge Generations Wealth Management LLC
N/A—5,563-5,563-100%$286.5K———
FSA Advisors, Inc.
N/A—5,183-5,183-100%$266.9K———
Pure Financial Advisors, LLC
N/A—5,171-5,171-100%$266.3K———
Janney Montgomery Scott LLC
N/A—5,040-5,040-100%$260.0K———
SHP Wealth Management
N/A—5,015-5,015-100%$258.3K———
M&T Bank Corp
N/A—4,992-4,992-100%$257.1K———
Barnes Wealth Management Group, Inc
N/A—4,916-4,916-100%$253.3K———
AE Wealth Management LLC
N/A—4,676-4,676-100%$240.9K———
Millington Financial Advisors, LLC
N/A—4,625-4,625-100%$236.1K———
XTX Topco Ltd
N/A—4,550-4,550-100%$234.4K———
Mutual Advisors, LLC
N/A—4,522-4,522-100%$232.9K———
CIBC Bancorp USA Inc.
N/A—4,511-4,511-100%$232.4K———
Hancock Whitney Corp
N/A—4,393-4,393-100%$226.3K———
Hillsdale Investment Management Inc.
N/A—4,310-4,310-100%$222.0K———
Owen LaRue, LLC
N/A—4,246-4,246-100%$218.7K———
Composition Wealth, LLC
N/A—4,236-4,236-100%$218.2K———
Thompson David Blair
N/A—4,234-4,234-100%$218.1K———
Gould Asset Management LLC
N/A—4,160-4,160-100%$214.3K———
Wiser Advisor Group LLC
N/A—4,156-4,156-100%$214.1K———
OneAscent Financial Services LLC
N/A—4,128-4,128-100%$212.6K———
BTG Pactual Asset Management US LLC
N/A—4,000-4,000-100%$206.0K———
PNC Financial Services Group, Inc.
N/A—3,945-3,945-100%$203.2K———
Whittier Trust Co
N/A—3,305-3,305-100%$170.4K———
Arax Advisory Partners
N/A—2,444-2,444-100%$125.9K———
Bank of Montreal
N/A—2,212-2,212-100%$113.9K———
Harbour Investments, Inc.
N/A—2,210-2,210-100%$113.8K———
Synergy Investment Management, LLC
N/A—2,116-2,116-100%$106.5K———
Founders Financial Alliance, LLC
N/A—1,989-1,989-100%$102.5K———
Institute for Wealth Management, Llc.
N/A—1,969-1,969-100%$101.4K———
Dogwood Wealth Management LLC
N/A—1,893-1,893-100%$97.5K———
Glen Eagle Advisors, LLC
N/A—1,795-1,795-100%$92.5K———
Ameriflex Group, Inc.
N/A—1,449-1,449-100%$74.6K———
Coston, McIsaac & Partners
N/A—1,415-1,415-100%$72———
Centennial Bank
N/A—1,297-1,297-100%$66.8K———
Allworth Financial LP
N/A—1,181-1,181-100%$60.8K———
BlackRock, Inc.
N/A—1,059-1,059-100%$54.5K———
Ameritas Investment Partners, Inc.
N/A—987-987-100%$50.8K———
BFC Planning, Inc.
N/A—978-978-100%$50.4K———
Ameritas Advisory Services, LLC
N/A—772-772-100%$39.8K———
Basecamp Wealth Advisors LLC
N/A—742-742-100%$38.2K———
JDM Financial Group LLC
N/A—738-738-100%$38.0K———
Geneos Wealth Management Inc.
N/A—596-596-100%$30.7K———
Aptus Capital Advisors, LLC
N/A—496-496-100%$25.5K———
Mpwm Advisory Solutions, LLC
N/A—335-335-100%$17.3K———
Atomic Invest LLC
N/A—334-334-100%$17.3K———
Clearstead Advisors, LLC
N/A—314-314-100%$16.2K———
Horizon Kinetics Asset Management LLC
N/A—296-296-100%$15.2K———
Federation des caisses Desjardins du Quebec
N/A—250-250-100%$12.9K———
Continuum Advisory, LLC
N/A—145-145-100%$7.5K———
Tidemark, LLC
N/A—123-123-100%$6.3K———
Fourth Dimension Wealth, LLC
N/A—120-120-100%$6.2K———
Huntington National Bank
N/A—103-103-100%$5.3K———
Godfrey Financial Associates, Inc.
N/A—95-95-100%$10.0K———
Vision Retirement, LLC
N/A—84-84-100%$4.3K———
Anchor Investment Management, LLC
N/A—84-84-100%$4.3K———
Meramec Financial Planners, LLC
N/A—62-62-100%$3.1K———
Hantz Financial Services, Inc.
N/A—61-61-100%$3———
Greykasell Wealth Strategies, Inc.
N/A—50-50-100%$2.6K———
Delos Wealth Advisors, LLC
N/A—36-36-100%$1.9K———
Russell Investments Group, Ltd.
N/A—19-19-100%$974———
Strategic Wealth Partners, Ltd.
N/A—6-6-100%$309———
Rothschild Investment LLC
N/A—1-1-100%$52———
Showing 403 of 403 institutions