Vaneck Morningstar Smid Moat (SMOT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Gradient Investments LLC

INCREASED

Shares925,609 from 905,457

Change+20,152 (+2%)

Value$34.7M (-$499.1K)

Filed 2026-10-08

Mesirow Financial Investment Management, Inc.

DECREASED

Shares265,957 from 268,034

Change-2,077 (-1%)

Value$10.0M (-$449.1K)

Filed 2026-11-05

Focused Alpha, LLC

INCREASED

Shares152,659 from 137,722

Change+14,937 (+11%)

Value$5.7M (+$369.0K)

Filed 2026-10-20

Financial Management Network Inc

DECREASED

Shares152,571 from 301,222

Change-148,651 (-49%)

Value$5.7M (-$6.1M)

Filed 2026-10-09

Prospera Financial Services Inc

INCREASED

Shares98,969 from 64,902

Change+34,067 (+52%)

Value$4.0M (+$1.5M)

Filed 2026-11-04

Eubel Brady & Suttman Asset Management Inc

INCREASED

Shares82,950 from 79,886

Change+3,064 (+4%)

Value$3.1K (-$3.1M)

Filed 2026-11-04

Bank of New Hampshire

INCREASED

Shares81,654 from 71,642

Change+10,012 (+14%)

Value$3.1M (+$276.0K)

Filed 2026-10-06

Ascentis Independent Advisors

NEW

Shares76,377

Change+76,377

Value$2.9M

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares74,063 from 79,577

Change-5,514 (-7%)

Value$2.8M (-$318.6K)

Filed 2026-10-13

Creekside Partners

INCREASED

Shares68,897 from 68,133

Change+764 (+1%)

Value$2.6M (-$65.7K)

Filed 2026-11-04

True Private Wealth Advisors

INCREASED

Shares67,794 from 63,375

Change+4,419 (+7%)

Value$2.5M (+$77.8K)

Filed 2026-10-19

TPG Advisors LLC

DECREASED

Shares47,684 from 48,611

Change-927 (-2%)

Value$1.8M (-$102.1K)

Filed 2026-10-16

Family Office Research LLC

DECREASED

Shares42,128 from 49,230

Change-7,102 (-14%)

Value$1.6M (-$334.3K)

Filed 2026-10-14

Paladin Wealth, LLC

INCREASED

Shares34,874 from 33,637

Change+1,237 (+4%)

Value$1.3M (-$222)

Filed 2026-10-23

Vise Technologies, Inc.

DECREASED

Shares32,747 from 54,539

Change-21,792 (-40%)

Value$1.2M (-$892.2K)

Filed 2026-10-29

Beaumont Financial Advisors, LLC

DECREASED

Shares28,857 from 28,977

Change-120 (0%)

Value$1.1M (-$44.6K)

Filed 2026-10-22

Stiles Financial Services Inc

INCREASED

Shares23,637 from 22,137

Change+1,500 (+7%)

Value$885.8K (+$25.5K)

Filed 2026-10-30

First Financial Group Corp

DECREASED

Shares20,331 from 20,963

Change-632 (-3%)

Value$761.9K (-$52.7K)

Filed 2026-10-22

Comprehensive Financial Consultants Institutional, Inc.

DECREASED

Shares18,841 from 19,102

Change-261 (-1%)

Value$706.1K (-$36.2K)

Filed 2026-10-15

Woodmont Investment Counsel LLC

DECREASED

Shares17,026 from 17,097

Change-71 (0%)

Value$638.0K (-$26.3K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares16,229 from 19,367

Change-3,138 (-16%)

Value$608.2K (-$144.4K)

Filed 2026-11-02

AlphaCore Capital LLC

UNCHANGED

Shares14,350 from 14,350

Change0 (0%)

Value$537.8K (-$19.9K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares13,940 from 48,196

Change-34,256 (-71%)

Value$522 (-$1.9M)

Filed 2026-11-02

Tranquility Partners, LLC

DECREASED

Shares12,316 from 12,551

Change-235 (-2%)

Value$461.5K (-$26.2K)

Filed 2026-10-20

Principle Wealth Partners LLC

UNCHANGED

Shares11,454 from 11,454

Change0 (0%)

Value$429.2K (-$15.9K)

Filed 2026-11-02

Oppenheimer & Co Inc

UNCHANGED

Shares11,271 from 11,271

Change0 (0%)

Value$422.4K (-$15.6K)

Filed 2026-10-26

Fifth Third Bancorp

UNCHANGED

Shares9,947 from 9,947

Change0 (0%)

Value$372.8K (-$13.8K)

Filed 2026-11-05

Kestra Advisory Services, LLC

DECREASED

Shares9,288 from 15,316

Change-6,028 (-39%)

Value$348.1K (-$247.1K)

Filed 2026-11-02

Independent Financial Group, LLC

UNCHANGED

Shares7,981 from 7,981

Change0 (0%)

Value$299.1K (-$11.1K)

Filed 2026-10-13

Fermata Advisors, LLC

UNCHANGED

Shares7,849 from 7,849

Change0 (0%)

Value$294.1K (-$10.9K)

Filed 2026-10-13

Stegent Equity Advisors, Inc.

DECREASED

Shares7,822 from 9,609

Change-1,787 (-19%)

Value$293.1K (-$80.3K)

Filed 2026-10-13

Soundwatch Capital LLC

UNCHANGED

Shares7,716 from 7,716

Change0 (0%)

Value$290.4K (-$9.4K)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

DECREASED

Shares6,378 from 7,207

Change-829 (-11%)

Value$239.0K (-$41.1K)

Filed 2026-10-30

Creative Planning

DECREASED

Shares6,100 from 7,418

Change-1,318 (-18%)

Value$228.6K (-$59.7K)

Filed 2026-11-02

StoneX Group Inc.

NEW

Shares5,638

Change+5,638

Value$220.8K

Filed 2026-11-03

IFP Advisors, Inc

DECREASED

Shares4,828 from 5,494

Change-666 (-12%)

Value$180.9K (-$32.6K)

Filed 2026-10-16

Eastern Bank

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$37.5K (-$1.4K)

Filed 2026-10-05

Private Trust Co NA

DECREASED

Shares890 from 1,259

Change-369 (-29%)

Value$33.4K (-$15.6K)

Filed 2026-10-20

1620 Investment Advisors, Inc.

UNCHANGED

Shares845 from 845

Change0 (0%)

Value$31.7K (-$1.2K)

Filed 2026-11-04

Global X Japan Co., Ltd.

DECREASED

Shares645 from 735

Change-90 (-12%)

Value$24.2K (-$4.4K)

Filed 2026-10-21

Hilton Head Capital Partners, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$18.7K (-$693)

Filed 2026-10-23

Assetmark, Inc

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$13.3K (-$491)

Filed 2026-10-21

Citigroup Inc

UNCHANGED

Shares163 from 163

Change0 (0%)

Value$6.1K (-$226)

Filed 2026-11-04

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$375 (-$14)

Filed 2026-10-23

Trust Co

CLOSED

Shares0 from 92

Change-92 (-100%)

Value$0 (-$3.6K)

Filed 2026-10-09

LPL Financial LLC

N/A

Shares— from 832,840

Change-832,840 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 745,551

Change-745,551 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 442,385

Change-442,385 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 441,347

Change-441,347 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 339,071

Change-339,071 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 150,378

Change-150,378 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 114,624

Change-114,624 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 56,709

Change-56,709 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 51,812

Change-51,812 (-100%)

Value—

Stephens Inc

N/A

Shares— from 49,104

Change-49,104 (-100%)

Value—

Brown Financial Advisors

N/A

Shares— from 48,946

Change-48,946 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 45,239

Change-45,239 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 43,780

Change-43,780 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 37,552

Change-37,552 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 34,854

Change-34,854 (-100%)

Value—

Pursue Wealth Partners LLC

N/A

Shares— from 31,661

Change-31,661 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 27,893

Change-27,893 (-100%)

Value—

Stonebridge Financial Planning Group, LLC

N/A

Shares— from 27,841

Change-27,841 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 27,589

Change-27,589 (-100%)

Value—

Mattson Financial Services, LLC

N/A

Shares— from 23,407

Change-23,407 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 22,717

Change-22,717 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 20,242

Change-20,242 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 19,690

Change-19,690 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 16,950

Change-16,950 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 16,396

Change-16,396 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 14,390

Change-14,390 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 14,129

Change-14,129 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 13,993

Change-13,993 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 13,046

Change-13,046 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,781

Change-12,781 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 11,322

Change-11,322 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 10,050

Change-10,050 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 9,695

Change-9,695 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 8,025

Change-8,025 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,981

Change-7,981 (-100%)

Value—

Copley Financial Group, Inc.

N/A

Shares— from 7,957

Change-7,957 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7,743

Change-7,743 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 6,561

Change-6,561 (-100%)

Value—

Kinetic Wealth Investment Advisors LLC

N/A

Shares— from 6,295

Change-6,295 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,484

Change-5,484 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,012

Change-4,012 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,925

Change-3,925 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,118

Change-3,118 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,913

Change-2,913 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,645

Change-2,645 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,003

Change-2,003 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,944

Change-1,944 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,403

Change-1,403 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,161

Change-1,161 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,115

Change-1,115 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,049

Change-1,049 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 936

Change-936 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 463

Change-463 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 412

Change-412 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 199

Change-199 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 90

Change-90 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 0

Change0

Value—

	Status
Gradient Investments LLC	INCREASED	925,609	905,457	+20,152	+2%	$35.2M	$34.7M	-$499.1K	2026-10-08
Mesirow Financial Investment Management, Inc.	DECREASED	265,957	268,034	-2,077	-1%	$10.4M	$10.0M	-$449.1K	2026-11-05
Focused Alpha, LLC	INCREASED	152,659	137,722	+14,937	+11%	$5.4M	$5.7M	+$369.0K	2026-10-20
Financial Management Network Inc	DECREASED	152,571	301,222	-148,651	-49%	$11.8M	$5.7M	-$6.1M	2026-10-09
Prospera Financial Services Inc	INCREASED	98,969	64,902	+34,067	+52%	$2.5M	$4.0M	+$1.5M	2026-11-04
Eubel Brady & Suttman Asset Management Inc	INCREASED	82,950	79,886	+3,064	+4%	$3.1M	$3.1K	-$3.1M	2026-11-04
Bank of New Hampshire	INCREASED	81,654	71,642	+10,012	+14%	$2.8M	$3.1M	+$276.0K	2026-10-06
Ascentis Independent Advisors	NEW	76,377	—	+76,377	—	—	$2.9M	—	2026-11-03
Wealth Enhancement Advisory Services, LLC	DECREASED	74,063	79,577	-5,514	-7%	$3.1M	$2.8M	-$318.6K	2026-10-13
Creekside Partners	INCREASED	68,897	68,133	+764	+1%	$2.6M	$2.6M	-$65.7K	2026-11-04
True Private Wealth Advisors	INCREASED	67,794	63,375	+4,419	+7%	$2.5M	$2.5M	+$77.8K	2026-10-19
TPG Advisors LLC	DECREASED	47,684	48,611	-927	-2%	$1.9M	$1.8M	-$102.1K	2026-10-16
Family Office Research LLC	DECREASED	42,128	49,230	-7,102	-14%	$1.9M	$1.6M	-$334.3K	2026-10-14
Paladin Wealth, LLC	INCREASED	34,874	33,637	+1,237	+4%	$1.3M	$1.3M	-$222	2026-10-23
Vise Technologies, Inc.	DECREASED	32,747	54,539	-21,792	-40%	$2.1M	$1.2M	-$892.2K	2026-10-29
Beaumont Financial Advisors, LLC	DECREASED	28,857	28,977	-120	0%	$1.1M	$1.1M	-$44.6K	2026-10-22
Stiles Financial Services Inc	INCREASED	23,637	22,137	+1,500	+7%	$860.3K	$885.8K	+$25.5K	2026-10-30
First Financial Group Corp	DECREASED	20,331	20,963	-632	-3%	$814.6K	$761.9K	-$52.7K	2026-10-22
Comprehensive Financial Consultants Institutional, Inc.	DECREASED	18,841	19,102	-261	-1%	$742.3K	$706.1K	-$36.2K	2026-10-15
Woodmont Investment Counsel LLC	DECREASED	17,026	17,097	-71	0%	$664.4K	$638.0K	-$26.3K	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	16,229	19,367	-3,138	-16%	$752.6K	$608.2K	-$144.4K	2026-11-02
AlphaCore Capital LLC	UNCHANGED	14,350	14,350	0	0%	$557.6K	$537.8K	-$19.9K	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	13,940	48,196	-34,256	-71%	$1.9M	$522	-$1.9M	2026-11-02
Tranquility Partners, LLC	DECREASED	12,316	12,551	-235	-2%	$487.7K	$461.5K	-$26.2K	2026-10-20
Principle Wealth Partners LLC	UNCHANGED	11,454	11,454	0	0%	$445.1K	$429.2K	-$15.9K	2026-11-02
Oppenheimer & Co Inc	UNCHANGED	11,271	11,271	0	0%	$438.0K	$422.4K	-$15.6K	2026-10-26
Fifth Third Bancorp	UNCHANGED	9,947	9,947	0	0%	$386.5K	$372.8K	-$13.8K	2026-11-05
Kestra Advisory Services, LLC	DECREASED	9,288	15,316	-6,028	-39%	$595.2K	$348.1K	-$247.1K	2026-11-02
Independent Financial Group, LLC	UNCHANGED	7,981	7,981	0	0%	$310.1K	$299.1K	-$11.1K	2026-10-13
Fermata Advisors, LLC	UNCHANGED	7,849	7,849	0	0%	$305.0K	$294.1K	-$10.9K	2026-10-13
Stegent Equity Advisors, Inc.	DECREASED	7,822	9,609	-1,787	-19%	$373.4K	$293.1K	-$80.3K	2026-10-13
Soundwatch Capital LLC	UNCHANGED	7,716	7,716	0	0%	$299.8K	$290.4K	-$9.4K	2026-11-04
Capital Investment Advisory Services, LLC	DECREASED	6,378	7,207	-829	-11%	$280.1K	$239.0K	-$41.1K	2026-10-30
Creative Planning	DECREASED	6,100	7,418	-1,318	-18%	$288.3K	$228.6K	-$59.7K	2026-11-02
StoneX Group Inc.	NEW	5,638	—	+5,638	—	—	$220.8K	—	2026-11-03
IFP Advisors, Inc	DECREASED	4,828	5,494	-666	-12%	$213.5K	$180.9K	-$32.6K	2026-10-16
Eastern Bank	UNCHANGED	1,000	1,000	0	0%	$38.9K	$37.5K	-$1.4K	2026-10-05
Private Trust Co NA	DECREASED	890	1,259	-369	-29%	$48.9K	$33.4K	-$15.6K	2026-10-20
1620 Investment Advisors, Inc.	UNCHANGED	845	845	0	0%	$32.8K	$31.7K	-$1.2K	2026-11-04
Global X Japan Co., Ltd.	DECREASED	645	735	-90	-12%	$28.6K	$24.2K	-$4.4K	2026-10-21
Hilton Head Capital Partners, LLC	UNCHANGED	500	500	0	0%	$19.4K	$18.7K	-$693	2026-10-23
Assetmark, Inc	UNCHANGED	355	355	0	0%	$13.8K	$13.3K	-$491	2026-10-21
Citigroup Inc	UNCHANGED	163	163	0	0%	$6.3K	$6.1K	-$226	2026-11-04
Dhjj Financial Advisors, Ltd.	UNCHANGED	10	10	0	0%	$389	$375	-$14	2026-10-23
Trust Co	CLOSED	0	92	-92	-100%	$3.6K	$0	-$3.6K	2026-10-09
LPL Financial LLC	N/A	—	832,840	-832,840	-100%	$32.4M	—	—	—
Great Lakes Advisors, LLC	N/A	—	745,551	-745,551	-100%	$29.0M	—	—	—
Morgan Stanley	N/A	—	442,385	-442,385	-100%	$17.2M	—	—	—
Bank of America Corp	N/A	—	441,347	-441,347	-100%	$17.2M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	339,071	-339,071	-100%	$13.2M	—	—	—
Raymond James Financial Inc	N/A	—	150,378	-150,378	-100%	$5.8M	—	—	—
Jones Financial Companies Lllp	N/A	—	114,624	-114,624	-100%	$4.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	56,709	-56,709	-100%	$2.2M	—	—	—
MAI Capital Management	N/A	—	51,812	-51,812	-100%	$2.0M	—	—	—
Stephens Inc	N/A	—	49,104	-49,104	-100%	$1.9M	—	—	—
Brown Financial Advisors	N/A	—	48,946	-48,946	-100%	$1.9M	—	—	—
Stifel Financial Corp	N/A	—	45,239	-45,239	-100%	$1.8M	—	—	—
First Foundation Advisors	N/A	—	43,780	-43,780	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	37,552	-37,552	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	34,854	-34,854	-100%	$1.4M	—	—	—
Pursue Wealth Partners LLC	N/A	—	31,661	-31,661	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	27,893	-27,893	-100%	$1.1M	—	—	—
Stonebridge Financial Planning Group, LLC	N/A	—	27,841	-27,841	-100%	$1.1M	—	—	—
HighTower Advisors, LLC	N/A	—	27,589	-27,589	-100%	$1.1M	—	—	—
Mattson Financial Services, LLC	N/A	—	23,407	-23,407	-100%	$926.7K	—	—	—
IMA Advisory Services, Inc.	N/A	—	22,717	-22,717	-100%	$882.8K	—	—	—
EP Wealth Advisors, LLC	N/A	—	20,242	-20,242	-100%	$786.6K	—	—	—
Equitable Holdings, Inc.	N/A	—	19,690	-19,690	-100%	$765.1K	—	—	—
Argent Trust Co	N/A	—	16,950	-16,950	-100%	$658.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	16,396	-16,396	-100%	$637.1K	—	—	—
Jane Street Group, LLC	N/A	—	14,390	-14,390	-100%	$559.2K	—	—	—
Atlas Wealth LLC	N/A	—	14,129	-14,129	-100%	$549.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	13,993	-13,993	-100%	$543.8K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	13,046	-13,046	-100%	$507.0K	—	—	—
MML Investors Services, LLC	N/A	—	12,781	-12,781	-100%	$496.7K	—	—	—
Wells Fargo & Company	N/A	—	11,322	-11,322	-100%	$440.0K	—	—	—
Essex Financial Services, Inc.	N/A	—	10,050	-10,050	-100%	$390.5K	—	—	—
Capital Analysts, LLC	N/A	—	9,695	-9,695	-100%	$377.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	8,025	-8,025	-100%	$312.0K	—	—	—
Private Advisor Group, LLC	N/A	—	7,981	-7,981	-100%	$310.1K	—	—	—
Copley Financial Group, Inc.	N/A	—	7,957	-7,957	-100%	$309.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	7,743	-7,743	-100%	$300.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	6,600	-6,600	-100%	$256.5K	—	—	—
SageView Advisory Group, LLC	N/A	—	6,561	-6,561	-100%	$255.0K	—	—	—
Kinetic Wealth Investment Advisors LLC	N/A	—	6,295	-6,295	-100%	$244.6K	—	—	—
Citadel Advisors LLC	N/A	—	5,484	-5,484	-100%	$213.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,012	-4,012	-100%	$155.9K	—	—	—
UBS Group AG	N/A	—	3,925	-3,925	-100%	$152.5K	—	—	—
JPMorgan Chase & Co	N/A	—	3,118	-3,118	-100%	$121.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,913	-2,913	-100%	$113.2K	—	—	—
Ancora Advisors LLCA	N/A	—	2,645	-2,645	-100%	$102.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,003	-2,003	-100%	$77.8K	—	—	—
BlackRock, Inc.	N/A	—	1,944	-1,944	-100%	$75.5K	—	—	—
Bank of Montreal	N/A	—	1,800	-1,800	-100%	$56.8K	—	—	—
FMR LLC	N/A	—	1,403	-1,403	-100%	$54.5K	—	—	—
Allworth Financial LP	N/A	—	1,161	-1,161	-100%	$45.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,115	-1,115	-100%	$43.3K	—	—	—
Arax Advisory Partners	N/A	—	1,049	-1,049	-100%	$40.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	936	-936	-100%	$36.4K	—	—	—
Harbour Investments, Inc.	N/A	—	463	-463	-100%	$18.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	412	-412	-100%	$16.0K	—	—	—
Vanguard Advisers Inc	N/A	—	199	-199	-100%	$7.7K	—	—	—
AE Wealth Management LLC	N/A	—	90	-90	-100%	$3.5K	—	—	—
Luminist Capital LLC	N/A	—	0	0	—	$777	—	—	—

Showing 104 of 104 institutions