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Vaneck CLO ETF (CLOI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,830,356 from 1,964,724
Change+865,632 (+44%)
Value$149.9M (+$45.9M)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares1,905,474 from 1,784,519
Change+120,955 (+7%)
Value$100.9M (+$6.4M)
Filed 2026-10-22
Independence Asset Advisors, LLC
INCREASED
Shares1,903,727 from 1,900,128
Change+3,599 (+0%)
Value$100.8M (+$230.1K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares562,168 from 400,699
Change+161,469 (+40%)
Value$29.8M (+$8.7M)
Filed 2026-10-13
True Private Wealth Advisors
INCREASED
Shares556,318 from 458,362
Change+97,956 (+21%)
Value$29.5M (+$5.2M)
Filed 2026-10-19
IAG Wealth Partners, LLC
NEW
Shares358,318
Change+358,318
Value$19.0M
Filed 2026-11-06
Financial Management Network Inc
INCREASED
Shares343,059 from 207,039
Change+136,020 (+66%)
Value$18.1M (+$7.2M)
Filed 2026-10-09
Diversified Portfolios, Inc.
INCREASED
Shares332,472 from 223,081
Change+109,391 (+49%)
Value$17.6M (+$5.8M)
Filed 2026-11-04
Deseret Mutual Benefit Administrators
DECREASED
Shares308,544 from 398,471
Change-89,927 (-23%)
Value$16.3M (-$4.8M)
Filed 2026-11-04
Destiny Wealth Partners, LLC
INCREASED
Shares301,355 from 269,896
Change+31,459 (+12%)
Value$15.9M (+$1.6M)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares273,174 from 275,289
Change-2,115 (-1%)
Value$14.5M (-$106.5K)
Filed 2026-10-08
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares266,600 from 266,600
Change0 (0%)
Value$14.1M (+$5.3K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
INCREASED
Shares261,852 from 254,492
Change+7,360 (+3%)
Value$13.9M (+$395.0K)
Filed 2026-10-22
Integras Partners LLC
INCREASED
Shares205,508 from 196,467
Change+9,041 (+5%)
Value$10.9M (+$482.8K)
Filed 2026-10-30
Fusion Capital, LLC
INCREASED
Shares204,094 from 33,855
Change+170,239 (+503%)
Value$10.8M (+$9.0M)
Filed 2026-10-28
Alpha Zero LLC
INCREASED
Shares194,096 from 174,296
Change+19,800 (+11%)
Value$10.3M (+$1.1M)
Filed 2026-11-06
WealthPlan Investment Management, LLC
DECREASED
Shares166,425 from 183,109
Change-16,684 (-9%)
Value$8.8M (-$880.1K)
Filed 2026-10-15
Ferguson Shapiro LLC
INCREASED
Shares149,097 from 96,010
Change+53,087 (+55%)
Value$7.9M (+$2.8M)
Filed 2026-10-16
Advisor OS, LLC
INCREASED
Shares142,714 from 126,017
Change+16,697 (+13%)
Value$7.6M (+$887.0K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares140,216 from 143,809
Change-3,593 (-2%)
Value$7.4M (-$187.4K)
Filed 2026-11-06
WealthPLAN Partners, LLC
DECREASED
Shares128,957 from 150,428
Change-21,471 (-14%)
Value$6.8M (-$1.1M)
Filed 2026-10-15
Cathy Pareto & Associates, Inc
INCREASED
Shares116,964 from 83,234
Change+33,730 (+41%)
Value$6.2M (+$1.8M)
Filed 2026-10-15
Thrivent Financial for Lutherans
NEW
Shares113,032
Change+113,032
Value$6.0K
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares104,816 from 223,563
Change-118,747 (-53%)
Value$5.6K (-$11.8M)
Filed 2026-11-02
Boyce & Associates Wealth Consulting, Inc.
NEW
Shares95,362
Change+95,362
Value$5.1M
Filed 2026-10-14
Sugar Maple Asset Management, LLC
INCREASED
Shares91,294 from 77,902
Change+13,392 (+17%)
Value$4.8M (+$710.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares89,872 from 72,756
Change+17,116 (+24%)
Value$4.8M (+$908.1K)
Filed 2026-11-02
CWC Advisors, Llc.
DECREASED
Shares88,657 from 135,390
Change-46,733 (-35%)
Value$4.7M (-$2.5M)
Filed 2026-10-15
Verdence Capital Advisors LLC
NEW
Shares86,104
Change+86,104
Value$4.6M
Filed 2026-10-26
Cornerstone Wealth Group, LLC
DECREASED
Shares83,841 from 83,973
Change-132 (0%)
Value$4.4M (-$5.3K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares76,327 from 60,853
Change+15,474 (+25%)
Value$4.0M (+$824.6K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares70,908 from 73,928
Change-3,020 (-4%)
Value$3.8M (-$158.5K)
Filed 2026-10-23
Aureum Wealth Management, LLC
NEW
Shares58,311
Change+58,311
Value$3.1M
Filed 2026-10-15
Peck Wealth Management, LLC
INCREASED
Shares58,145 from 32,375
Change+25,770 (+80%)
Value$3.1M (+$1.4M)
Filed 2026-10-29
Galvin, Gaustad & Stein, LLC
INCREASED
Shares55,739 from 50,860
Change+4,879 (+10%)
Value$3.0M (+$259.5K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares54,485 from 142,469
Change-87,984 (-62%)
Value$2.9M (-$4.7M)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares53,602 from 53,278
Change+324 (+1%)
Value$2.8M (+$18.2K)
Filed 2026-10-29
Breakwater Capital Group
INCREASED
Shares45,530 from 38,688
Change+6,842 (+18%)
Value$2.4M (+$363.2K)
Filed 2026-10-09
Winebrenner Capital Management LLC
DECREASED
Shares45,329 from 47,040
Change-1,711 (-4%)
Value$2.4M (-$89.7K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares44,525 from 26,778
Change+17,747 (+66%)
Value$2.4M (+$940.6K)
Filed 2026-11-02
Allen Capital Group, LLC
INCREASED
Shares38,741 from 38,643
Change+98 (+0%)
Value$2.1M (+$6.0K)
Filed 2026-10-27
Stonebridge Financial Planning Group, LLC
INCREASED
Shares37,657 from 31,682
Change+5,975 (+19%)
Value$2.0M (+$317.1K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares36,187 from 49,923
Change-13,736 (-28%)
Value$1.9M (-$726.6K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares35,091 from 35,181
Change-90 (0%)
Value$1.9M (-$4.1K)
Filed 2026-11-05
Trademark Financial Management, LLC
INCREASED
Shares33,211 from 28,580
Change+4,631 (+16%)
Value$1.8M (+$245.9K)
Filed 2026-10-23
Narwhal Capital Management
NEW
Shares28,162
Change+28,162
Value$1.5M
Filed 2026-11-04
Independent Financial Group, LLC
NEW
Shares24,355
Change+24,355
Value$1.3M
Filed 2026-10-13
Creative Financial Designs Inc
NEW
Shares22,719
Change+22,719
Value$1.2M
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares22,549 from 18,159
Change+4,390 (+24%)
Value$1.2M (+$232.9K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares20,112 from 13,932
Change+6,180 (+44%)
Value$1.1M (+$327.6K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares19,885 from 18,075
Change+1,810 (+10%)
Value$1.1M (+$97.6K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares19,452 from 16,677
Change+2,775 (+17%)
Value$1.0M (+$147.3K)
Filed 2026-10-08
CoreCap Advisors, LLC
DECREASED
Shares13,556 from 125,174
Change-111,618 (-89%)
Value$718.1K (-$5.9M)
Filed 2026-10-08
Joseph Group Capital Management
NEW
Shares13,447
Change+13,447
Value$712.3K
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares13,211
Change+13,211
Value$698
Filed 2026-11-03
Optivise Advisory Services LLC
INCREASED
Shares12,999 from 12,002
Change+997 (+8%)
Value$688.6K (+$53.1K)
Filed 2026-10-19
Ariadne Wealth Management, LP
INCREASED
Shares12,610 from 12,467
Change+143 (+1%)
Value$668.0K (+$7.8K)
Filed 2026-11-06
AlphaCore Capital LLC
UNCHANGED
Shares11,374 from 11,374
Change0 (0%)
Value$602.5K (+$228)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares11,018 from 12,449
Change-1,431 (-11%)
Value$583.6K (-$75.1K)
Filed 2026-10-30
Wespac Advisors, LLC
INCREASED
Shares10,367 from 8,807
Change+1,560 (+18%)
Value$549.1K (+$82.8K)
Filed 2026-10-26
Symphony Financial, Ltd. Co.
INCREASED
Shares9,925 from 9,718
Change+207 (+2%)
Value$525.6K (+$11.1K)
Filed 2026-10-22
Discipline Wealth Solutions, LLC
INCREASED
Shares9,438 from 4,682
Change+4,756 (+102%)
Value$500.0K (+$252.0K)
Filed 2026-10-14
Global Assets Advisory, LLC
NEW
Shares9,233
Change+9,233
Value$487.5K
Filed 2026-10-28
Sentinel Pension Advisors, LLC
DECREASED
Shares9,054 from 10,151
Change-1,097 (-11%)
Value$479.6K (-$57.4K)
Filed 2026-11-02
Convergence Financial, LLC
NEW
Shares8,975
Change+8,975
Value$475.4K
Filed 2026-10-27
Castleview Partners, LLC
DECREASED
Shares8,376 from 11,688
Change-3,312 (-28%)
Value$443.7K (-$175.2K)
Filed 2026-10-09
Sheets Smith Wealth Management
UNCHANGED
Shares8,275 from 8,275
Change0 (0%)
Value$438.3K (+$166)
Filed 2026-10-16
Tucker Asset Management LLC
INCREASED
Shares8,266 from 1,506
Change+6,760 (+449%)
Value$437.8K (+$358.1K)
Filed 2026-10-29
Compound Planning, Inc.
NEW
Shares7,928
Change+7,928
Value$419.9K
Filed 2026-11-05
Richmond Investment Services, LLC
DECREASED
Shares7,749 from 11,608
Change-3,859 (-33%)
Value$410.5K (-$204.2K)
Filed 2026-10-29
Balefire, LLC
DECREASED
Shares7,647 from 30,289
Change-22,642 (-75%)
Value$405.1K (-$1.2M)
Filed 2026-10-09
Knights of Columbus Asset Advisors LLC
INCREASED
Shares7,589 from 5,858
Change+1,731 (+30%)
Value$402.0K (+$91.8K)
Filed 2026-11-05
Oppenheimer & Co Inc
NEW
Shares7,582
Change+7,582
Value$401.6K
Filed 2026-10-26
MinichMacGregor Wealth Management, LLC
INCREASED
Shares7,437 from 6,330
Change+1,107 (+17%)
Value$393.9K (+$58.8K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares7,367 from 7,358
Change+9 (+0%)
Value$390.2K (+$624)
Filed 2026-10-30
Trek Financial, LLC
DECREASED
Shares7,280 from 7,303
Change-23 (0%)
Value$385.6K (-$1.1K)
Filed 2026-10-29
Portside Wealth Group, LLC
DECREASED
Shares6,223 from 6,713
Change-490 (-7%)
Value$329.6K (-$25.8K)
Filed 2026-10-20
BXM Wealth LLC
INCREASED
Shares6,160 from 5,915
Change+245 (+4%)
Value$326.3K (+$13.1K)
Filed 2026-11-03
First Heartland Consultants, Inc.
NEW
Shares6,106
Change+6,106
Value$323.4K
Filed 2026-10-08
Lionsbridge Wealth Management LLC
INCREASED
Shares5,818 from 4,663
Change+1,155 (+25%)
Value$308.2K (+$61.3K)
Filed 2026-10-26
TCP Asset Management, LLC
DECREASED
Shares5,810 from 9,257
Change-3,447 (-37%)
Value$306.7K (-$183.5K)
Filed 2026-10-14
Balboa Wealth Partners
INCREASED
Shares5,680 from 5,675
Change+5 (+0%)
Value$300.9K (+$375)
Filed 2026-10-20
Triumph Capital Management
NEW
Shares5,493
Change+5,493
Value$291.0K
Filed 2026-10-14
Creekside Partners
DECREASED
Shares4,976 from 5,057
Change-81 (-2%)
Value$263.6K (-$4.2K)
Filed 2026-11-04
RMR Wealth Builders
DECREASED
Shares4,955 from 5,043
Change-88 (-2%)
Value$262.5K (-$4.6K)
Filed 2026-10-22
Clear Investment Research, LLC
INCREASED
Shares4,732 from 4,350
Change+382 (+9%)
Value$250.6K (+$20.3K)
Filed 2026-11-06
Tortuga Wealth Management, Inc
NEW
Shares4,629
Change+4,629
Value$245.2K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares4,588
Change+4,588
Value$243.0K
Filed 2026-10-09
Tactive Advisors, LLC
NEW
Shares4,538
Change+4,538
Value$240.4K
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares4,496 from 3,891
Change+605 (+16%)
Value$238.1K (+$32.1K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares4,250 from 3,250
Change+1,000 (+31%)
Value$225.1K (+$53.0K)
Filed 2026-10-20
Milestone Asset Management, LLC
DECREASED
Shares3,838 from 4,031
Change-193 (-5%)
Value$203.3K (-$10.1K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares3,171 from 2,771
Change+400 (+14%)
Value$167.9K (+$21.2K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares1,900 from 1,891
Change+9 (+0%)
Value$100.6K (+$515)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares1,240 from 1,290
Change-50 (-4%)
Value$65.7K (-$2.6K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares1,047 from 825
Change+222 (+27%)
Value$55.4K (+$11.7K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$49.8K (+$19)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares702 from 612
Change+90 (+15%)
Value$37.2K (+$4.8K)
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares541
Change+541
Value$28.7K
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$10.9K (+$4)
Filed 2026-10-23
Rossby Financial, LCC
NEW
Shares159
Change+159
Value$8.4K
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares152
Change+152
Value$8.1K
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares62 from 55
Change+7 (+13%)
Value$3.3K (+$372)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares59 from 58
Change+1 (+2%)
Value$3.1K (+$39)
Filed 2026-10-30
Key Capital Management, Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.2K (+$1)
Filed 2026-11-03
PNC Financial Services Group, Inc.
NEW
Shares40
Change+40
Value$2.1K
Filed 2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.9K (+$1)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares33
Change+33
Value$1.7K
Filed 2026-10-21
Networth Advisors, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.6K (+$19)
Filed 2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.2K ($0)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$118 (+$2)
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 272,493
Change-272,493 (-100%)
Value$0 (-$14.4M)
Filed 2026-10-21
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 66,355
Change-66,355 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-14
Global View Capital Management LLC
CLOSED
Shares0 from 28,446
Change-28,446 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Virtue Capital Management, LLC
CLOSED
Shares0 from 26,185
Change-26,185 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
United Advisor Group, LLC
CLOSED
Shares0 from 25,772
Change-25,772 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 24,738
Change-24,738 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Bank of New York Mellon Corp
CLOSED
Shares0 from 17,919
Change-17,919 (-100%)
Value$0 (-$948.8K)
Filed 2026-11-05
Swmg, LLC
CLOSED
Shares0 from 16,091
Change-16,091 (-100%)
Value$0 (-$850.1K)
Filed 2026-10-23
UMB Bank, n.a.
CLOSED
Shares0 from 14,700
Change-14,700 (-100%)
Value$0 (-$778.4K)
Filed 2026-11-06
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 12,861
Change-12,861 (-100%)
Value$0 (-$681.0K)
Filed 2026-10-15
Fulcrum Equity Management
CLOSED
Shares0 from 12,383
Change-12,383 (-100%)
Value$0 (-$655.7K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 12,039
Change-12,039 (-100%)
Value$0 (-$637.5K)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 8,680
Change-8,680 (-100%)
Value$0 (-$459.6K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 8,325
Change-8,325 (-100%)
Value$0 (-$440.8K)
Filed 2026-10-23
RFG Advisory, LLC
CLOSED
Shares0 from 8,193
Change-8,193 (-100%)
Value$0 (-$433.8K)
Filed 2026-11-03
Wedmont Private Capital
CLOSED
Shares0 from 8,025
Change-8,025 (-100%)
Value$0 (-$423.2K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 5,603
Change-5,603 (-100%)
Value$0 (-$296.7K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 4,977
Change-4,977 (-100%)
Value$0 (-$263.5K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 4,504
Change-4,504 (-100%)
Value$0 (-$238.5K)
Filed 2026-11-03
Encompass More Asset Management
CLOSED
Shares0 from 4,316
Change-4,316 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-16
Copper Harbor Investment Advisors, LLC
CLOSED
Shares0 from 3,784
Change-3,784 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$29.3K)
Filed 2026-11-02
Russell Investments Group, Ltd.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$106)
Filed 2026-11-06
Orion Porfolio Solutions, LLC
N/A
Shares— from 423,873
Change-423,873 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 319,954
Change-319,954 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 306,340
Change-306,340 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 272,492
Change-272,492 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 259,161
Change-259,161 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 248,620
Change-248,620 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 228,901
Change-228,901 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 194,006
Change-194,006 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 189,420
Change-189,420 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 178,384
Change-178,384 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 177,333
Change-177,333 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 167,555
Change-167,555 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 157,402
Change-157,402 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 153,588
Change-153,588 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 146,408
Change-146,408 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 126,158
Change-126,158 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 103,696
Change-103,696 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 92,578
Change-92,578 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 92,297
Change-92,297 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 89,400
Change-89,400 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 79,979
Change-79,979 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 69,960
Change-69,960 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 64,894
Change-64,894 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 60,124
Change-60,124 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 57,069
Change-57,069 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 56,553
Change-56,553 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 55,100
Change-55,100 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 53,838
Change-53,838 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 51,611
Change-51,611 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 51,534
Change-51,534 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 47,510
Change-47,510 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 47,252
Change-47,252 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 46,918
Change-46,918 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 44,772
Change-44,772 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 42,918
Change-42,918 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 42,918
Change-42,918 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 41,470
Change-41,470 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 39,045
Change-39,045 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 34,981
Change-34,981 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,733
Change-33,733 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 29,785
Change-29,785 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,164
Change-29,164 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 27,912
Change-27,912 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 27,755
Change-27,755 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,444
Change-27,444 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,986
Change-25,986 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 25,591
Change-25,591 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 22,279
Change-22,279 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 21,819
Change-21,819 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 19,869
Change-19,869 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 17,367
Change-17,367 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 17,065
Change-17,065 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,573
Change-11,573 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 11,229
Change-11,229 (-100%)
Value—
&partners
N/A
Shares— from 11,073
Change-11,073 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,909
Change-9,909 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 9,646
Change-9,646 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,320
Change-9,320 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 8,474
Change-8,474 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 8,057
Change-8,057 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,213
Change-7,213 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 5,819
Change-5,819 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 993
Change-993 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 597
Change-597 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 562
Change-562 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 549
Change-549 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 408
Change-408 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 379
Change-379 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 274
Change-274 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 178
Change-178 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 86
Change-86 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED2,830,3561,964,724+865,632+44%$104.0M$149.9M+$45.9M2026-11-06
Capital Investment Advisors, LLC
INCREASED1,905,4741,784,519+120,955+7%$94.5M$100.9M+$6.4M2026-10-22
Independence Asset Advisors, LLC
INCREASED1,903,7271,900,128+3,599+0%$100.6M$100.8M+$230.1K2026-10-23
SAX Wealth Advisors, LLC
INCREASED562,168400,699+161,469+40%$21.1M$29.8M+$8.7M2026-10-13
True Private Wealth Advisors
INCREASED556,318458,362+97,956+21%$24.3M$29.5M+$5.2M2026-10-19
IAG Wealth Partners, LLC
NEW358,318—+358,318——$19.0M—2026-11-06
Financial Management Network Inc
INCREASED343,059207,039+136,020+66%$11.0M$18.1M+$7.2M2026-10-09
Diversified Portfolios, Inc.
INCREASED332,472223,081+109,391+49%$11.8M$17.6M+$5.8M2026-11-04
Deseret Mutual Benefit Administrators
DECREASED308,544398,471-89,927-23%$21.1M$16.3M-$4.8M2026-11-04
Destiny Wealth Partners, LLC
INCREASED301,355269,896+31,459+12%$14.3M$15.9M+$1.6M2026-11-05
Gradient Investments LLC
DECREASED273,174275,289-2,115-1%$14.6M$14.5M-$106.5K2026-10-08
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED266,600266,60000%$14.1M$14.1M+$5.3K2026-11-02
Beaumont Financial Advisors, LLC
INCREASED261,852254,492+7,360+3%$13.5M$13.9M+$395.0K2026-10-22
Integras Partners LLC
INCREASED205,508196,467+9,041+5%$10.4M$10.9M+$482.8K2026-10-30
Fusion Capital, LLC
INCREASED204,09433,855+170,239+503%$1.8M$10.8M+$9.0M2026-10-28
Alpha Zero LLC
INCREASED194,096174,296+19,800+11%$9.2M$10.3M+$1.1M2026-11-06
WealthPlan Investment Management, LLC
DECREASED166,425183,109-16,684-9%$9.7M$8.8M-$880.1K2026-10-15
Ferguson Shapiro LLC
INCREASED149,09796,010+53,087+55%$5.1M$7.9M+$2.8M2026-10-16
Advisor OS, LLC
INCREASED142,714126,017+16,697+13%$6.7M$7.6M+$887.0K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED140,216143,809-3,593-2%$7.6M$7.4M-$187.4K2026-11-06
WealthPLAN Partners, LLC
DECREASED128,957150,428-21,471-14%$8.0M$6.8M-$1.1M2026-10-15
Cathy Pareto & Associates, Inc
INCREASED116,96483,234+33,730+41%$4.4M$6.2M+$1.8M2026-10-15
Thrivent Financial for Lutherans
NEW113,032—+113,032——$6.0K—2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED104,816223,563-118,747-53%$11.8M$5.6K-$11.8M2026-11-02
Boyce & Associates Wealth Consulting, Inc.
NEW95,362—+95,362——$5.1M—2026-10-14
Sugar Maple Asset Management, LLC
INCREASED91,29477,902+13,392+17%$4.1M$4.8M+$710.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED89,87272,756+17,116+24%$3.9M$4.8M+$908.1K2026-11-02
CWC Advisors, Llc.
DECREASED88,657135,390-46,733-35%$7.2M$4.7M-$2.5M2026-10-15
Verdence Capital Advisors LLC
NEW86,104—+86,104——$4.6M—2026-10-26
Cornerstone Wealth Group, LLC
DECREASED83,84183,973-1320%$4.4M$4.4M-$5.3K2026-11-02
Bison Wealth, LLC
INCREASED76,32760,853+15,474+25%$3.2M$4.0M+$824.6K2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED70,90873,928-3,020-4%$3.9M$3.8M-$158.5K2026-10-23
Aureum Wealth Management, LLC
NEW58,311—+58,311——$3.1M—2026-10-15
Peck Wealth Management, LLC
INCREASED58,14532,375+25,770+80%$1.7M$3.1M+$1.4M2026-10-29
Galvin, Gaustad & Stein, LLC
INCREASED55,73950,860+4,879+10%$2.7M$3.0M+$259.5K2026-10-08
Atria Investments, Inc
DECREASED54,485142,469-87,984-62%$7.5M$2.9M-$4.7M2026-10-15
Koshinski Asset Management, Inc.
INCREASED53,60253,278+324+1%$2.8M$2.8M+$18.2K2026-10-29
Breakwater Capital Group
INCREASED45,53038,688+6,842+18%$2.0M$2.4M+$363.2K2026-10-09
Winebrenner Capital Management LLC
DECREASED45,32947,040-1,711-4%$2.5M$2.4M-$89.7K2026-10-07
Commonwealth Equity Services, LLC
INCREASED44,52526,778+17,747+66%$1.4M$2.4M+$940.6K2026-11-02
Allen Capital Group, LLC
INCREASED38,74138,643+98+0%$2.0M$2.1M+$6.0K2026-10-27
Stonebridge Financial Planning Group, LLC
INCREASED37,65731,682+5,975+19%$1.7M$2.0M+$317.1K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED36,18749,923-13,736-28%$2.6M$1.9M-$726.6K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED35,09135,181-900%$1.9M$1.9M-$4.1K2026-11-05
Trademark Financial Management, LLC
INCREASED33,21128,580+4,631+16%$1.5M$1.8M+$245.9K2026-10-23
Narwhal Capital Management
NEW28,162—+28,162——$1.5M—2026-11-04
Independent Financial Group, LLC
NEW24,355—+24,355——$1.3M—2026-10-13
Creative Financial Designs Inc
NEW22,719—+22,719——$1.2M—2026-11-04
IFP Advisors, Inc
INCREASED22,54918,159+4,390+24%$961.5K$1.2M+$232.9K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED20,11213,932+6,180+44%$737.7K$1.1M+$327.6K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED19,88518,075+1,810+10%$953.1K$1.1M+$97.6K2026-10-13
Farther Finance Advisors, LLC
INCREASED19,45216,677+2,775+17%$883.1K$1.0M+$147.3K2026-10-08
CoreCap Advisors, LLC
DECREASED13,556125,174-111,618-89%$6.6M$718.1K-$5.9M2026-10-08
Joseph Group Capital Management
NEW13,447—+13,447——$712.3K—2026-11-04
M Holdings Securities, Inc.
NEW13,211—+13,211——$698—2026-11-03
Optivise Advisory Services LLC
INCREASED12,99912,002+997+8%$635.5K$688.6K+$53.1K2026-10-19
Ariadne Wealth Management, LP
INCREASED12,61012,467+143+1%$660.1K$668.0K+$7.8K2026-11-06
AlphaCore Capital LLC
UNCHANGED11,37411,37400%$602.3K$602.5K+$2282026-11-04
Compass Financial Management LLC
DECREASED11,01812,449-1,431-11%$658.8K$583.6K-$75.1K2026-10-30
Wespac Advisors, LLC
INCREASED10,3678,807+1,560+18%$466.3K$549.1K+$82.8K2026-10-26
Symphony Financial, Ltd. Co.
INCREASED9,9259,718+207+2%$514.5K$525.6K+$11.1K2026-10-22
Discipline Wealth Solutions, LLC
INCREASED9,4384,682+4,756+102%$247.9K$500.0K+$252.0K2026-10-14
Global Assets Advisory, LLC
NEW9,233—+9,233——$487.5K—2026-10-28
Sentinel Pension Advisors, LLC
DECREASED9,05410,151-1,097-11%$537.0K$479.6K-$57.4K2026-11-02
Convergence Financial, LLC
NEW8,975—+8,975——$475.4K—2026-10-27
Castleview Partners, LLC
DECREASED8,37611,688-3,312-28%$618.9K$443.7K-$175.2K2026-10-09
Sheets Smith Wealth Management
UNCHANGED8,2758,27500%$438.2K$438.3K+$1662026-10-16
Tucker Asset Management LLC
INCREASED8,2661,506+6,760+449%$79.7K$437.8K+$358.1K2026-10-29
Compound Planning, Inc.
NEW7,928—+7,928——$419.9K—2026-11-05
Richmond Investment Services, LLC
DECREASED7,74911,608-3,859-33%$614.7K$410.5K-$204.2K2026-10-29
Balefire, LLC
DECREASED7,64730,289-22,642-75%$1.6M$405.1K-$1.2M2026-10-09
Knights of Columbus Asset Advisors LLC
INCREASED7,5895,858+1,731+30%$310.2K$402.0K+$91.8K2026-11-05
Oppenheimer & Co Inc
NEW7,582—+7,582——$401.6K—2026-10-26
MinichMacGregor Wealth Management, LLC
INCREASED7,4376,330+1,107+17%$335.2K$393.9K+$58.8K2026-10-14
Truist Financial Corp
INCREASED7,3677,358+9+0%$389.6K$390.2K+$6242026-10-30
Trek Financial, LLC
DECREASED7,2807,303-230%$386.7K$385.6K-$1.1K2026-10-29
Portside Wealth Group, LLC
DECREASED6,2236,713-490-7%$355.5K$329.6K-$25.8K2026-10-20
BXM Wealth LLC
INCREASED6,1605,915+245+4%$313.2K$326.3K+$13.1K2026-11-03
First Heartland Consultants, Inc.
NEW6,106—+6,106——$323.4K—2026-10-08
Lionsbridge Wealth Management LLC
INCREASED5,8184,663+1,155+25%$246.9K$308.2K+$61.3K2026-10-26
TCP Asset Management, LLC
DECREASED5,8109,257-3,447-37%$490.2K$306.7K-$183.5K2026-10-14
Balboa Wealth Partners
INCREASED5,6805,675+5+0%$300.5K$300.9K+$3752026-10-20
Triumph Capital Management
NEW5,493—+5,493——$291.0K—2026-10-14
Creekside Partners
DECREASED4,9765,057-81-2%$267.8K$263.6K-$4.2K2026-11-04
RMR Wealth Builders
DECREASED4,9555,043-88-2%$267.0K$262.5K-$4.6K2026-10-22
Clear Investment Research, LLC
INCREASED4,7324,350+382+9%$230.3K$250.6K+$20.3K2026-11-06
Tortuga Wealth Management, Inc
NEW4,629—+4,629——$245.2K—2026-10-27
GK Wealth Management LLC
NEW4,588—+4,588——$243.0K—2026-10-09
Tactive Advisors, LLC
NEW4,538—+4,538——$240.4K—2026-10-08
Cornerstone Wealth Management, LLC
INCREASED4,4963,891+605+16%$206.0K$238.1K+$32.1K2026-11-04
Private Trust Co NA
INCREASED4,2503,250+1,000+31%$172.1K$225.1K+$53.0K2026-10-20
Milestone Asset Management, LLC
DECREASED3,8384,031-193-5%$213.5K$203.3K-$10.1K2026-10-15
Allworth Financial LP
INCREASED3,1712,771+400+14%$146.7K$167.9K+$21.2K2026-11-06
Assetmark, Inc
INCREASED1,9001,891+9+0%$100.1K$100.6K+$5152026-10-21
Capital Investment Advisory Services, LLC
DECREASED1,2401,290-50-4%$68.3K$65.7K-$2.6K2026-10-30
Lanark Financial, Inc.
INCREASED1,047825+222+27%$43.7K$55.4K+$11.7K2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED94194100%$49.8K$49.8K+$192026-11-02
Fifth Third Bancorp
INCREASED702612+90+15%$32.4K$37.2K+$4.8K2026-11-05
Blue Trust, Inc.
NEW541—+541——$28.7K—2026-10-15
Valley National Advisers Inc
UNCHANGED20520500%$10.9K$10.9K+$42026-10-23
Rossby Financial, LCC
NEW159—+159——$8.4K—2026-11-05
Heritage Family Offices, LLP
NEW152—+152——$8.1K—2026-11-02
Signature Equity Partners, LLC
INCREASED6255+7+13%$2.9K$3.3K+$3722026-10-29
Spire Wealth Management
INCREASED5958+1+2%$3.1K$3.1K+$392026-10-30
Key Capital Management, Inc
UNCHANGED414100%$2.2K$2.2K+$12026-11-03
PNC Financial Services Group, Inc.
NEW40—+40——$2.1K—2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED363600%$1.9K$1.9K+$12026-11-05
Root Financial Partners, LLC
NEW33—+33——$1.7K—2026-10-21
Networth Advisors, LLC
UNCHANGED292900%$1.5K$1.6K+$192026-11-03
Elevated Capital Advisors, LLC
UNCHANGED232300%$1.2K$1.2K$02026-11-04
Kingdom Financial Group Llc.
UNCHANGED2200%$116$118+$22026-11-04
Axxcess Wealth Management, LLC
CLOSED0272,493-272,493-100%$14.4M$0-$14.4M2026-10-21
Heritage OAK Wealth Advisors LLC
CLOSED066,355-66,355-100%$3.5M$0-$3.5M2026-10-14
Global View Capital Management LLC
CLOSED028,446-28,446-100%$1.5M$0-$1.5M2026-10-28
Virtue Capital Management, LLC
CLOSED026,185-26,185-100%$1.4M$0-$1.4M2026-10-29
United Advisor Group, LLC
CLOSED025,772-25,772-100%$1.4M$0-$1.4M2026-11-03
Concurrent Investment Advisors, LLC
CLOSED024,738-24,738-100%$1.3M$0-$1.3M2026-10-16
Bank of New York Mellon Corp
CLOSED017,919-17,919-100%$948.8K$0-$948.8K2026-11-05
Swmg, LLC
CLOSED016,091-16,091-100%$850.1K$0-$850.1K2026-10-23
UMB Bank, n.a.
CLOSED014,700-14,700-100%$778.4K$0-$778.4K2026-11-06
Legacy Wealth Partners, LLC
CLOSED012,861-12,861-100%$681.0K$0-$681.0K2026-10-15
Fulcrum Equity Management
CLOSED012,383-12,383-100%$655.7K$0-$655.7K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
CLOSED012,039-12,039-100%$637.5K$0-$637.5K2026-10-16
World Equity Group, Inc.
CLOSED08,680-8,680-100%$459.6K$0-$459.6K2026-10-14
Kingswood Wealth Advisors, LLC
CLOSED08,325-8,325-100%$440.8K$0-$440.8K2026-10-23
RFG Advisory, LLC
CLOSED08,193-8,193-100%$433.8K$0-$433.8K2026-11-03
Wedmont Private Capital
CLOSED08,025-8,025-100%$423.2K$0-$423.2K2026-10-09
Redhawk Wealth Advisors, Inc.
CLOSED05,603-5,603-100%$296.7K$0-$296.7K2026-10-14
Legacy Capital Wealth Partners, LLC
CLOSED04,977-4,977-100%$263.5K$0-$263.5K2026-10-21
Ashton Thomas Private Wealth, LLC
CLOSED04,504-4,504-100%$238.5K$0-$238.5K2026-11-03
Encompass More Asset Management
CLOSED04,316-4,316-100%$228.5K$0-$228.5K2026-10-16
Copper Harbor Investment Advisors, LLC
CLOSED03,784-3,784-100%$200.4K$0-$200.4K2026-10-16
International Assets Investment Management, LLC
CLOSED0555-555-100%$29.3K$0-$29.3K2026-11-02
Russell Investments Group, Ltd.
CLOSED02-2-100%$106$0-$1062026-11-06
Orion Porfolio Solutions, LLC
N/A—423,873-423,873-100%$22.4M———
Morgan Stanley
N/A—319,954-319,954-100%$16.9M———
Jones Financial Companies Lllp
N/A—306,340-306,340-100%$16.2M———
Darwin Wealth Management, LLC
N/A—272,492-272,492-100%$14.4M———
Moneta Group Investment Advisors LLC
N/A—259,161-259,161-100%$13.7M———
MML Investors Services, LLC
N/A—248,620-248,620-100%$13.2M———
Wells Fargo & Company
N/A—228,901-228,901-100%$12.1M———
OneAscent Financial Services LLC
N/A—194,006-194,006-100%$10.3M———
Envestnet Asset Management Inc
N/A—189,420-189,420-100%$10.0M———
Geneos Wealth Management Inc.
N/A—178,384-178,384-100%$9.4M———
Tandem Financial, LLC
N/A—177,333-177,333-100%$9.4M———
OneAscent Wealth Management LLC
N/A—167,555-167,555-100%$8.9M———
Maridea Wealth Management LLC
N/A—157,402-157,402-100%$8.3M———
Stifel Financial Corp
N/A—153,588-153,588-100%$8.1M———
Curi Capital, LLC
N/A—146,408-146,408-100%$7.8M———
Osaic Holdings, Inc.
N/A—126,158-126,158-100%$6.7M———
Mpwm Advisory Solutions, LLC
N/A—103,696-103,696-100%$5.5M———
Synergy Investment Management, LLC
N/A—92,578-92,578-100%$4.9M———
Steward Partners Investment Advisory, LLC
N/A—92,297-92,297-100%$4.9M———
Dakota Wealth Management
N/A—89,400-89,400-100%$4.7M———
Western Wealth Management, LLC
N/A—79,979-79,979-100%$4.2M———
Harvest Investment Services, LLC
N/A—69,960-69,960-100%$3.7M———
Sanctuary Advisors, LLC
N/A—64,894-64,894-100%$3.4M———
Ancora Advisors LLCA
N/A—60,124-60,124-100%$3.2M———
Royal Bank of Canada
N/A—57,069-57,069-100%$3.0M———
Susquehanna International Group, LLP
N/A—56,553-56,553-100%$3.0M———
Piedmont Capital Management, LLC
N/A—55,100-55,100-100%$2.9M———
Tidal Investments LLC
N/A—53,838-53,838-100%$2.9M———
Summit Financial, LLC
N/A—51,611-51,611-100%$2.7M———
Arete Wealth Advisors, LLC
N/A—51,534-51,534-100%$2.7M———
Impact Partnership Wealth, LLC
N/A—47,510-47,510-100%$2.5M———
Ascent Advisors, LLC
N/A—47,252-47,252-100%$2.5M———
Goldman Sachs Group Inc
N/A—46,918-46,918-100%$2.5M———
HighTower Advisors, LLC
N/A—44,772-44,772-100%$2.4M———
CacheTech Inc.
N/A—42,918-42,918-100%$2.3M———
Adams Wealth Management
N/A—42,918-42,918-100%$2.3M———
NorthCoast Asset Management LLC
N/A—41,470-41,470-100%$2.2M———
MAI Capital Management
N/A—39,045-39,045-100%$2.1M———
Vestmark Advisory Solutions, Inc.
N/A—34,981-34,981-100%$1.9M———
Jane Street Group, LLC
N/A—33,733-33,733-100%$1.8M———
Mutual Advisors, LLC
N/A—29,785-29,785-100%$1.6M———
NewEdge Advisors, LLC
N/A—29,164-29,164-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—27,912-27,912-100%$1.5M———
IHT Wealth Management, LLC
N/A—27,755-27,755-100%$1.5M———
Natixis Advisors, LLC
N/A—27,444-27,444-100%$1.5M———
Mariner, LLC
N/A—25,986-25,986-100%$1.4M———
OneAscent Family Office, LLC
N/A—25,591-25,591-100%$1.4M———
Trustmark Bank Trust Department
N/A—22,279-22,279-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—21,819-21,819-100%$1.2M———
Waverly Advisors, LLC
N/A—19,869-19,869-100%$1.1M———
PCG Wealth Advisors, LLC
N/A—17,367-17,367-100%$919.6K———
LM Advisors LLC
N/A—17,065-17,065-100%$904.0K———
Arkadios Wealth Advisors
N/A—11,573-11,573-100%$612.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—11,229-11,229-100%$594.6K———
&partners
N/A—11,073-11,073-100%$586.3K———
GeoWealth Management, LLC
N/A—9,909-9,909-100%$524.8K———
J. M. Brown & Associates Inc.
N/A—9,646-9,646-100%$510.7K———
Mercer Global Advisors Inc
N/A—9,320-9,320-100%$493.5K———
Laffer Tengler Investments, Inc.
N/A—8,474-8,474-100%$448.7K———
Wealth Watch Advisors, Inc
N/A—8,057-8,057-100%$426.6K———
Ausdal Financial Partners, Inc.
N/A—7,815-7,815-100%$413.8K———
Private Advisor Group, LLC
N/A—7,681-7,681-100%$406.7K———
Ascension Capital Advisors, Inc.
N/A—7,434-7,434-100%$393.6K———
Raymond James Financial Inc
N/A—7,213-7,213-100%$381.9K———
Mosaic Financial Group, LLC
N/A—6,611-6,611-100%$350.0K———
Janney Montgomery Scott LLC
N/A—6,192-6,192-100%$328.0K———
FWG Holdings, LLC
N/A—5,819-5,819-100%$307.9K———
L & S Advisors Inc
N/A—5,798-5,798-100%$307.0K———
Citadel Advisors LLC
N/A—5,770-5,770-100%$305.5K———
Emissary Wealth LLC
N/A—4,807-4,807-100%$254.5K———
Harbour Investments, Inc.
N/A—4,223-4,223-100%$223.6K———
Elequin Capital, LP
N/A—4,084-4,084-100%$216.2K———
Bartlett & Co. Wealth Management LLC
N/A—3,775-3,775-100%$199.9K———
Ameritas Advisory Services, LLC
N/A—3,721-3,721-100%$197.0K———
FAS Wealth Partners, Inc.
N/A—3,391-3,391-100%$179.6K———
AE Wealth Management LLC
N/A—3,072-3,072-100%$162.7K———
Copia Wealth Management
N/A—1,710-1,710-100%$90.5K———
JPMorgan Chase & Co
N/A—993-993-100%$52.6K———
BlackRock, Inc.
N/A—597-597-100%$31.6K———
Van Eck Associates Corp
N/A—562-562-100%$29.8K———
Arax Advisory Partners
N/A—549-549-100%$29.1K———
Northwestern Mutual Wealth Management Co
N/A—408-408-100%$21.6K———
Global Retirement Partners, LLC
N/A—387-387-100%$20.5K———
BFC Planning, Inc.
N/A—379-379-100%$20.1K———
Kiker Wealth Management, LLC
N/A—283-283-100%$15.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—274-274-100%$14.5K———
Fiduciary Financial Advisors
N/A—178-178-100%$9.4K———
SHP Wealth Management
N/A—86-86-100%$4.6K———
Financial Gravity Companies, Inc.
N/A—1-1-100%$53———
Philadelphia Investment Partners, LLC
N/A—00—$44———
Showing 224 of 224 institutions