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Vaneck Bitcoin ETF (HODL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Neos Investment Management LLC
DECREASED
Shares1,147,257 from 5,282,111
Change-4,134,854 (-78%)
Value$27.1M (-$60.6M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares742,970 from 696,070
Change+46,900 (+7%)
Value$17.5M (+$6.0M)
Filed 2026-10-21
Gradient Investments LLC
DECREASED
Shares666,950 from 922,374
Change-255,424 (-28%)
Value$15.8M (+$432.7K)
Filed 2026-10-08
Meitav Investment House LTD
DECREASED
Shares220,361 from 220,925
Change-564 (0%)
Value$5.2M (+$1.5M)
Filed 2026-10-28
Simplify Asset Management Inc.
DECREASED
Shares175,843 from 264,427
Change-88,584 (-33%)
Value$4.2M (-$238.7K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
DECREASED
Shares101,882 from 106,259
Change-4,377 (-4%)
Value$2.3M (+$392.0K)
Filed 2026-10-27
Accurate Wealth Management, LLC
INCREASED
Shares66,421 from 53,363
Change+13,058 (+24%)
Value$1.6M (+$597.5K)
Filed 2026-10-20
Transce3nd, LLC
NEW
Shares65,610
Change+65,610
Value$1.6M
Filed 2026-10-26
Eagle Global Advisors LLC
UNCHANGED
Shares38,400 from 38,400
Change0 (0%)
Value$907.0K (+$269.2K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares36,752 from 36,752
Change0 (0%)
Value$868.1K (+$257.6K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares36,728 from 39,669
Change-2,941 (-7%)
Value$867.5K (+$208.6K)
Filed 2026-10-22
Avalon Capital Management
INCREASED
Shares35,873 from 33,716
Change+2,157 (+6%)
Value$847.3K (+$287.3K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares34,509 from 49,154
Change-14,645 (-30%)
Value$815.1K (-$1.4K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares32,745 from 26,790
Change+5,955 (+22%)
Value$773.4K (+$328.5K)
Filed 2026-11-04
Kraematon Investment Advisors, Inc
INCREASED
Shares26,430 from 21,713
Change+4,717 (+22%)
Value$624.3K (+$263.6K)
Filed 2026-11-02
Iron Financial LLC
INCREASED
Shares26,094 from 25,505
Change+589 (+2%)
Value$616.3K (+$192.7K)
Filed 2026-10-23
Kestra Advisory Services, LLC
NEW
Shares25,740
Change+25,740
Value$608.0K
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares22,482 from 27,801
Change-5,319 (-19%)
Value$531.0K (+$69.2K)
Filed 2026-10-08
Financial Partners Group, Inc
DECREASED
Shares21,071 from 22,325
Change-1,254 (-6%)
Value$497.7K (+$126.9K)
Filed 2026-10-19
Visionary Wealth Advisors
INCREASED
Shares20,607 from 19,218
Change+1,389 (+7%)
Value$486.7K (+$167.5K)
Filed 2026-11-04
IronOak Wealth Llc.
NEW
Shares20,018
Change+20,018
Value$472.8K
Filed 2026-11-06
Tactive Advisors, LLC
INCREASED
Shares19,119 from 16,628
Change+2,491 (+15%)
Value$451.6K (+$175.4K)
Filed 2026-10-08
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares19,026 from 19,463
Change-437 (-2%)
Value$449 (-$322.6K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares18,639
Change+18,639
Value$440.3K
Filed 2026-10-30
Mission Wealth Management, LP
UNCHANGED
Shares18,083 from 18,083
Change0 (0%)
Value$427.1K (+$126.8K)
Filed 2026-10-15
EnRich Financial Partners LLC
INCREASED
Shares17,908 from 14,967
Change+2,941 (+20%)
Value$423.0K (+$174.4K)
Filed 2026-10-21
rebel Financial LLC
NEW
Shares16,716
Change+16,716
Value$394.8K
Filed 2026-11-04
Firestone Capital Management
INCREASED
Shares16,469 from 15,469
Change+1,000 (+6%)
Value$389.0K (+$132.1K)
Filed 2026-11-03
Eagle Strategies LLC
NEW
Shares16,079
Change+16,079
Value$379.8K
Filed 2026-10-16
Hippocratic Financial Advisors, LLC
INCREASED
Shares15,984 from 12,856
Change+3,128 (+24%)
Value$377.5K (+$164.0K)
Filed 2026-10-13
Cookson Peirce & Co Inc
UNCHANGED
Shares15,800 from 15,800
Change0 (0%)
Value$373.2K (+$110.8K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares15,768 from 12,193
Change+3,575 (+29%)
Value$372.4K (+$169.9K)
Filed 2026-11-05
Madden Securities Corp
DECREASED
Shares15,420 from 18,880
Change-3,460 (-18%)
Value$364.2K (+$50.6K)
Filed 2026-10-27
Paladin Wealth, LLC
DECREASED
Shares15,398 from 17,540
Change-2,142 (-12%)
Value$363.7K (+$72.4K)
Filed 2026-10-23
Flagstar Securities, Inc
DECREASED
Shares14,324 from 14,948
Change-624 (-4%)
Value$338.3K (+$90.0K)
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares14,244
Change+14,244
Value$336.4K
Filed 2026-10-28
GW Henssler & Associates LTD
UNCHANGED
Shares13,923 from 13,923
Change0 (0%)
Value$328.9K (+$97.6K)
Filed 2026-10-26
Regent Peak Wealth Advisors LLC
INCREASED
Shares13,814 from 13,762
Change+52 (+0%)
Value$326.3K (+$97.7K)
Filed 2026-10-13
Mirador Capital Partners LP
NEW
Shares13,733
Change+13,733
Value$324.4K
Filed 2026-10-09
Iams Wealth Management, LLC
DECREASED
Shares13,709 from 13,714
Change-5 (0%)
Value$323.8K (+$96.0K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,588 from 16,428
Change-2,840 (-17%)
Value$321 (-$272.7K)
Filed 2026-11-02
Pennsylvania Capital Management Inc
INCREASED
Shares13,164 from 10,295
Change+2,869 (+28%)
Value$310.9K (+$139.9K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares12,972 from 15,717
Change-2,745 (-17%)
Value$306.4K (+$45.3K)
Filed 2026-10-22
Center For Asset Management LLC
NEW
Shares12,652
Change+12,652
Value$298.8K
Filed 2026-10-16
Rede Wealth, LLC
DECREASED
Shares12,603 from 12,793
Change-190 (-1%)
Value$297.7K (+$85.2K)
Filed 2026-10-22
Atria Investments, Inc
DECREASED
Shares12,171 from 12,877
Change-706 (-5%)
Value$287.5K (+$73.6K)
Filed 2026-10-15
Synergy Asset Management, LLC
UNCHANGED
Shares12,004 from 12,004
Change0 (0%)
Value$283.5K (+$84.1K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares10,685
Change+10,685
Value$252.4K
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares10,332 from 10,332
Change0 (0%)
Value$244.0K (+$68.3K)
Filed 2026-10-30
Meridian Wealth Management, LLC
UNCHANGED
Shares10,030 from 10,030
Change0 (0%)
Value$236.9K (+$70.3K)
Filed 2026-11-05
LPL Financial LLC
NEW
Shares9,188
Change+9,188
Value$217.0K
Filed 2026-11-06
McElhenny Sheffield Capital Management, LLC
NEW
Shares9,069
Change+9,069
Value$214.2K
Filed 2026-11-06
Maple Capital Management, Inc.
NEW
Shares8,539
Change+8,539
Value$201.7K
Filed 2026-11-02
Pioneer Family Office, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$189.0K (+$56.1K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
UNCHANGED
Shares2,951 from 2,951
Change0 (0%)
Value$69.7K (+$20.7K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares2,445 from 1,463
Change+982 (+67%)
Value$57.8K (+$33.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares2,354 from 2,325
Change+29 (+1%)
Value$55.6K (+$17.0K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,016 from 1,016
Change0 (0%)
Value$24.0K (+$7.1K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares832 from 421
Change+411 (+98%)
Value$19.7K (+$12.7K)
Filed 2026-11-05
Accordant Advisory Group Inc
INCREASED
Shares700 from 100
Change+600 (+600%)
Value$16.5K (+$14.9K)
Filed 2026-10-29
Newton One Investments LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$12.2K (+$3.6K)
Filed 2026-10-14
Wolff Wiese Magana LLC
INCREASED
Shares274 from 269
Change+5 (+2%)
Value$6.5K (+$2.0K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$6.3K (+$1.9K)
Filed 2026-10-07
Parallel Advisors, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$5.7K (+$1.7K)
Filed 2026-11-03
Parkside Financial Bank & Trust
NEW
Shares230
Change+230
Value$5.4K
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares180
Change+180
Value$4.3K
Filed 2026-11-04
Armstrong Advisory Group, Inc
NEW
Shares125
Change+125
Value$3.0K
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares96
Change+96
Value$2.3K
Filed 2026-10-27
Larson Financial Group LLC
DECREASED
Shares93 from 1,027
Change-934 (-91%)
Value$2.2K (-$14.9K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$1.8K (+$533)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares60 from 30
Change+30 (+100%)
Value$1.4K (+$919)
Filed 2026-11-03
Creative Financial Designs Inc
NEW
Shares50
Change+50
Value$1.2K
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares8 from 235
Change-227 (-97%)
Value$189 (-$3.7K)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares3
Change+3
Value$71
Filed 2026-10-09
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 86,092
Change-86,092 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Archer Investment Management, LLC
CLOSED
Shares0 from 37,593
Change-37,593 (-100%)
Value$0 (-$624.4K)
Filed 2026-10-13
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 25,727
Change-25,727 (-100%)
Value$0 (-$427.3K)
Filed 2026-10-23
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 10,034
Change-10,034 (-100%)
Value$0 (-$166.7K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 1,018
Change-1,018 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-16
Go Invest LLC
CLOSED
Shares0 from 621
Change-621 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$831)
Filed 2026-11-06
Van Eck Associates Corp
N/A
Shares— from 14,800,670
Change-14,800,670 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,191,876
Change-2,191,876 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 983,628
Change-983,628 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 828,848
Change-828,848 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 733,783
Change-733,783 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 370,590
Change-370,590 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 296,450
Change-296,450 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 259,853
Change-259,853 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 246,017
Change-246,017 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 217,049
Change-217,049 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 179,031
Change-179,031 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 132,660
Change-132,660 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 118,888
Change-118,888 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 114,594
Change-114,594 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 91,200
Change-91,200 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 86,092
Change-86,092 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 67,383
Change-67,383 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 63,758
Change-63,758 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 55,647
Change-55,647 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,977
Change-48,977 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 42,418
Change-42,418 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 38,637
Change-38,637 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 37,690
Change-37,690 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 33,917
Change-33,917 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 32,078
Change-32,078 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 25,770
Change-25,770 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 23,085
Change-23,085 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 23,081
Change-23,081 (-100%)
Value—
Betterment LLC
N/A
Shares— from 17,535
Change-17,535 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 17,482
Change-17,482 (-100%)
Value—
Invst, LLC
N/A
Shares— from 16,171
Change-16,171 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 16,158
Change-16,158 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 15,254
Change-15,254 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,848
Change-14,848 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,078
Change-14,078 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,416
Change-13,416 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,733
Change-10,733 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 10,437
Change-10,437 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 591
Change-591 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 384
Change-384 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 296
Change-296 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 160
Change-160 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 145
Change-145 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 88
Change-88 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 70
Change-70 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Neos Investment Management LLC
DECREASED1,147,2575,282,111-4,134,854-78%$87.7M$27.1M-$60.6M2026-11-04
Assetmark, Inc
INCREASED742,970696,070+46,900+7%$11.6M$17.5M+$6.0M2026-10-21
Gradient Investments LLC
DECREASED666,950922,374-255,424-28%$15.3M$15.8M+$432.7K2026-10-08
Meitav Investment House LTD
DECREASED220,361220,925-5640%$3.7M$5.2M+$1.5M2026-10-28
Simplify Asset Management Inc.
DECREASED175,843264,427-88,584-33%$4.4M$4.2M-$238.7K2026-10-27
Chicago Partners Investment Group LLC
DECREASED101,882106,259-4,377-4%$1.9M$2.3M+$392.0K2026-10-27
Accurate Wealth Management, LLC
INCREASED66,42153,363+13,058+24%$964.7K$1.6M+$597.5K2026-10-20
Transce3nd, LLC
NEW65,610—+65,610——$1.6M—2026-10-26
Eagle Global Advisors LLC
UNCHANGED38,40038,40000%$637.8K$907.0K+$269.2K2026-11-02
Syntegra Private Wealth Group, LLC
UNCHANGED36,75236,75200%$610.5K$868.1K+$257.6K2026-10-13
Brookstone Capital Management
DECREASED36,72839,669-2,941-7%$658.9K$867.5K+$208.6K2026-10-22
Avalon Capital Management
INCREASED35,87333,716+2,157+6%$560.0K$847.3K+$287.3K2026-11-04
Commonwealth Equity Services, LLC
DECREASED34,50949,154-14,645-30%$816.5K$815.1K-$1.4K2026-11-02
Csenge Advisory Group
INCREASED32,74526,790+5,955+22%$445.0K$773.4K+$328.5K2026-11-04
Kraematon Investment Advisors, Inc
INCREASED26,43021,713+4,717+22%$360.7K$624.3K+$263.6K2026-11-02
Iron Financial LLC
INCREASED26,09425,505+589+2%$423.6K$616.3K+$192.7K2026-10-23
Kestra Advisory Services, LLC
NEW25,740—+25,740——$608.0K—2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED22,48227,801-5,319-19%$461.8K$531.0K+$69.2K2026-10-08
Financial Partners Group, Inc
DECREASED21,07122,325-1,254-6%$370.8K$497.7K+$126.9K2026-10-19
Visionary Wealth Advisors
INCREASED20,60719,218+1,389+7%$319.2K$486.7K+$167.5K2026-11-04
IronOak Wealth Llc.
NEW20,018—+20,018——$472.8K—2026-11-06
Tactive Advisors, LLC
INCREASED19,11916,628+2,491+15%$276.2K$451.6K+$175.4K2026-10-08
Harel Insurance Investments & Financial Services Ltd.
DECREASED19,02619,463-437-2%$323.0K$449-$322.6K2026-11-02
Provenance Wealth Advisors, LLC
NEW18,639—+18,639——$440.3K—2026-10-30
Mission Wealth Management, LP
UNCHANGED18,08318,08300%$300.4K$427.1K+$126.8K2026-10-15
EnRich Financial Partners LLC
INCREASED17,90814,967+2,941+20%$248.6K$423.0K+$174.4K2026-10-21
rebel Financial LLC
NEW16,716—+16,716——$394.8K—2026-11-04
Firestone Capital Management
INCREASED16,46915,469+1,000+6%$256.9K$389.0K+$132.1K2026-11-03
Eagle Strategies LLC
NEW16,079—+16,079——$379.8K—2026-10-16
Hippocratic Financial Advisors, LLC
INCREASED15,98412,856+3,128+24%$213.5K$377.5K+$164.0K2026-10-13
Cookson Peirce & Co Inc
UNCHANGED15,80015,80000%$262.4K$373.2K+$110.8K2026-10-30
Bank of New York Mellon Corp
INCREASED15,76812,193+3,575+29%$202.5K$372.4K+$169.9K2026-11-05
Madden Securities Corp
DECREASED15,42018,880-3,460-18%$313.6K$364.2K+$50.6K2026-10-27
Paladin Wealth, LLC
DECREASED15,39817,540-2,142-12%$291.3K$363.7K+$72.4K2026-10-23
Flagstar Securities, Inc
DECREASED14,32414,948-624-4%$248.3K$338.3K+$90.0K2026-10-15
Partners Wealth Management, LLC
NEW14,244—+14,244——$336.4K—2026-10-28
GW Henssler & Associates LTD
UNCHANGED13,92313,92300%$231.3K$328.9K+$97.6K2026-10-26
Regent Peak Wealth Advisors LLC
INCREASED13,81413,762+52+0%$228.6K$326.3K+$97.7K2026-10-13
Mirador Capital Partners LP
NEW13,733—+13,733——$324.4K—2026-10-09
Iams Wealth Management, LLC
DECREASED13,70913,714-50%$227.8K$323.8K+$96.0K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED13,58816,428-2,840-17%$273.0K$321-$272.7K2026-11-02
Pennsylvania Capital Management Inc
INCREASED13,16410,295+2,869+28%$171.0K$310.9K+$139.9K2026-11-05
Beaumont Financial Advisors, LLC
DECREASED12,97215,717-2,745-17%$261.1K$306.4K+$45.3K2026-10-22
Center For Asset Management LLC
NEW12,652—+12,652——$298.8K—2026-10-16
Rede Wealth, LLC
DECREASED12,60312,793-190-1%$212.5K$297.7K+$85.2K2026-10-22
Atria Investments, Inc
DECREASED12,17112,877-706-5%$213.9K$287.5K+$73.6K2026-10-15
Synergy Asset Management, LLC
UNCHANGED12,00412,00400%$199.4K$283.5K+$84.1K2026-11-05
Concurrent Investment Advisors, LLC
NEW10,685—+10,685——$252.4K—2026-10-16
Compass Financial Management LLC
UNCHANGED10,33210,33200%$175.7K$244.0K+$68.3K2026-10-30
Meridian Wealth Management, LLC
UNCHANGED10,03010,03000%$166.6K$236.9K+$70.3K2026-11-05
LPL Financial LLC
NEW9,188—+9,188——$217.0K—2026-11-06
McElhenny Sheffield Capital Management, LLC
NEW9,069—+9,069——$214.2K—2026-11-06
Maple Capital Management, Inc.
NEW8,539—+8,539——$201.7K—2026-11-02
Pioneer Family Office, LLC
UNCHANGED8,0008,00000%$132.9K$189.0K+$56.1K2026-10-30
Wilkerson Advisory Group LLC
UNCHANGED2,9512,95100%$49.0K$69.7K+$20.7K2026-10-20
Cape Investment Advisory, Inc.
INCREASED2,4451,463+982+67%$24.3K$57.8K+$33.5K2026-10-13
Farther Finance Advisors, LLC
INCREASED2,3542,325+29+1%$38.6K$55.6K+$17.0K2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED1,0161,01600%$16.9K$24.0K+$7.1K2026-11-04
Rossby Financial, LCC
INCREASED832421+411+98%$7.0K$19.7K+$12.7K2026-11-05
Accordant Advisory Group Inc
INCREASED700100+600+600%$1.7K$16.5K+$14.9K2026-10-29
Newton One Investments LLC
UNCHANGED51851800%$8.6K$12.2K+$3.6K2026-10-14
Wolff Wiese Magana LLC
INCREASED274269+5+2%$4.5K$6.5K+$2.0K2026-10-15
Elevation Wealth Partners, LLC
UNCHANGED26726700%$4.4K$6.3K+$1.9K2026-10-07
Parallel Advisors, LLC
UNCHANGED24024000%$4.0K$5.7K+$1.7K2026-11-03
Parkside Financial Bank & Trust
NEW230—+230——$5.4K—2026-10-27
Simplex Trading, LLC
NEW180—+180——$4.3K—2026-11-04
Armstrong Advisory Group, Inc
NEW125—+125——$3.0K—2026-10-09
Latitude Advisors, LLC
NEW96—+96——$2.3K—2026-10-27
Larson Financial Group LLC
DECREASED931,027-934-91%$17.1K$2.2K-$14.9K2026-11-05
US Bancorp \de\
UNCHANGED767600%$1.3K$1.8K+$5332026-11-05
Asset Dedication, LLC
INCREASED6030+30+100%$499$1.4K+$9192026-11-03
Creative Financial Designs Inc
NEW50—+50——$1.2K—2026-11-04
IFP Advisors, Inc
DECREASED8235-227-97%$3.9K$189-$3.7K2026-10-16
GK Wealth Management LLC
NEW3—+3——$71—2026-10-09
Axxcess Wealth Management, LLC
CLOSED086,092-86,092-100%$1.4M$0-$1.4M2026-10-21
Archer Investment Management, LLC
CLOSED037,593-37,593-100%$624.4K$0-$624.4K2026-10-13
Samalin Investment Counsel, LLC
CLOSED025,727-25,727-100%$427.3K$0-$427.3K2026-10-23
Almanack Investment Partners, Llc.
CLOSED010,034-10,034-100%$166.7K$0-$166.7K2026-11-03
TD Waterhouse Canada Inc.
CLOSED01,018-1,018-100%$16.9K$0-$16.9K2026-10-16
Go Invest LLC
CLOSED0621-621-100%$10.3K$0-$10.3K2026-10-09
AdvisorNet Financial, Inc
CLOSED0250-250-100%$4.2K$0-$4.2K2026-10-15
CoreCap Advisors, LLC
CLOSED067-67-100%$1.1K$0-$1.1K2026-10-08
PNC Financial Services Group, Inc.
CLOSED050-50-100%$831$0-$8312026-11-06
Van Eck Associates Corp
N/A—14,800,670-14,800,670-100%$245.8M———
Tidal Investments LLC
N/A—2,191,876-2,191,876-100%$36.4M———
Bouchey Financial Group, Ltd.
N/A—983,628-983,628-100%$16.3M———
Berger Financial Group, Inc
N/A—828,848-828,848-100%$13.8M———
Jane Street Group, LLC
N/A—733,783-733,783-100%$12.2M———
Northwestern Mutual Wealth Management Co
N/A—370,590-370,590-100%$6.2M———
Farringdon Capital, Ltd.
N/A—296,450-296,450-100%$4.9M———
Susquehanna International Group, LLP
N/A—259,853-259,853-100%$4.3M———
Steward Partners Investment Advisory, LLC
N/A—246,017-246,017-100%$4.1M———
Quadrature Capital Ltd
N/A—217,049-217,049-100%$3.6M———
First Trust Advisors LP
N/A—179,031-179,031-100%$3.0M———
Mattson Financial Services, LLC
N/A—132,660-132,660-100%$2.4M———
Qube Research & Technologies Ltd
N/A—118,888-118,888-100%$2.0M———
Addison Capital Co
N/A—114,594-114,594-100%$1.9M———
Renaissance Technologies LLC
N/A—91,200-91,200-100%$1.5M———
Darwin Wealth Management, LLC
N/A—86,092-86,092-100%$1.4M———
Sanctuary Advisors, LLC
N/A—67,383-67,383-100%$1.1M———
Hilltop Holdings Inc.
N/A—63,758-63,758-100%$1.1M———
Ascent Advisors, LLC
N/A—55,647-55,647-100%$943.8K———
MML Investors Services, LLC
N/A—48,977-48,977-100%$813.5K———
Bank of America Corp
N/A—42,418-42,418-100%$704.6K———
Mason & Associates Inc
N/A—38,637-38,637-100%$641.8K———
Cambria Investment Management, L.P.
N/A—37,690-37,690-100%$626.0K———
FAS Wealth Partners, Inc.
N/A—33,917-33,917-100%$563.4K———
HighTower Advisors, LLC
N/A—32,078-32,078-100%$532.8K———
Twin Focus Capital Partners, LLC
N/A—25,770-25,770-100%$428.0K———
Banco BTG Pactual S.A.
N/A—23,085-23,085-100%$383.4K———
First Foundation Advisors
N/A—23,081-23,081-100%$383.4K———
Betterment LLC
N/A—17,535-17,535-100%$291.0K———
Marex Group Ltd
N/A—17,482-17,482-100%$290.4K———
Invst, LLC
N/A—16,171-16,171-100%$268.6K———
IEQ Capital, LLC
N/A—16,158-16,158-100%$268.4K———
Advyzon Investment Management, LLC
N/A—15,254-15,254-100%$253.4K———
Main Street Financial Solutions, LLC
N/A—15,041-15,041-100%$249.8K———
Envestnet Asset Management Inc
N/A—14,848-14,848-100%$246.6K———
Mercer Global Advisors Inc
N/A—14,078-14,078-100%$233.8K———
NewEdge Advisors, LLC
N/A—13,416-13,416-100%$222.8K———
CIBC Bancorp USA Inc.
N/A—11,067-11,067-100%$183.8K———
Evercore Wealth Management, LLC
N/A—11,000-11,000-100%$182.7K———
Maridea Wealth Management LLC
N/A—10,733-10,733-100%$178.3K———
Brown Financial Advisors
N/A—10,437-10,437-100%$173.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,630-6,630-100%$110.1K———
Rothschild Investment LLC
N/A—5,000-5,000-100%$83.1K———
Strategic Wealth Partners, Ltd.
N/A—3,990-3,990-100%$66.3K———
Atomic Invest LLC
N/A—3,604-3,604-100%$61.5K———
Turim 21 Investimentos Ltda.
N/A—2,708-2,708-100%$45.0K———
UBS Group AG
N/A—2,486-2,486-100%$41.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,208-2,208-100%$36.7K———
Bogart Wealth, LLC
N/A—2,057-2,057-100%$34.2K———
Truvestments Capital LLC
N/A—1,957-1,957-100%$32.5K———
Osaic Holdings, Inc.
N/A—591-591-100%$9.8K———
Lavaca Capital LLC
N/A—435-435-100%$7.2K———
Elequin Capital, LP
N/A—384-384-100%$6.4K———
Mcguire Capital Advisors Inc
N/A—296-296-100%$4.9K———
Ameritas Advisory Services, LLC
N/A—280-280-100%$4.7K———
Morgan Stanley
N/A—160-160-100%$2.7K———
Federation des caisses Desjardins du Quebec
N/A—145-145-100%$2.4K———
Continuum Advisory, LLC
N/A—127-127-100%$2.1K———
Global Retirement Partners, LLC
N/A—110-110-100%$1.8K———
Private Wealth Asset Management, LLC
N/A—100-100-100%$1.7K———
Fiduciary Financial Advisors
N/A—88-88-100%$1.5K———
Royal Bank of Canada
N/A—70-70-100%$1.0K———
Philadelphia Investment Partners, LLC
N/A—30-30-100%$498———
Strategic Investment Solutions, Inc.
N/A—16-16-100%$266———
Wells Fargo & Company
N/A—1-1-100%$12———
Showing 148 of 148 institutions