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Victoryshares Core Intermedi (UITB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,844,139 from 2,135,811
Change-291,672 (-14%)
Value$82.3M (-$17.7M)
Filed 2026-11-06
Calamos Wealth Management LLC
DECREASED
Shares1,268,648 from 1,349,050
Change-80,402 (-6%)
Value$56.6M (-$6.5M)
Filed 2026-11-02
Allen Capital Group, LLC
DECREASED
Shares935,352 from 1,187,333
Change-251,981 (-21%)
Value$41.8M (-$13.9M)
Filed 2026-10-27
MBL Wealth, LLC
INCREASED
Shares892,807 from 758,771
Change+134,036 (+18%)
Value$39.9M (+$4.3M)
Filed 2026-10-22
Pine Valley Investments Ltd Liability Co
INCREASED
Shares687,004 from 664,602
Change+22,402 (+3%)
Value$30.7M (-$458.3K)
Filed 2026-11-09
Greenup Street Wealth Management LLC
INCREASED
Shares632,906 from 570,026
Change+62,880 (+11%)
Value$28.3M (+$1.6M)
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares603,228 from 510,934
Change+92,294 (+18%)
Value$28.3M (+$4.3M)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
INCREASED
Shares598,840 from 588,561
Change+10,279 (+2%)
Value$26.7M (-$832.7K)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares470,586 from 460,836
Change+9,750 (+2%)
Value$21.0M (-$576.0K)
Filed 2026-10-20
Blue Water Asset Management
INCREASED
Shares460,878 from 450,385
Change+10,493 (+2%)
Value$20.6M (-$520.0K)
Filed 2026-11-04
Oath Planning, LLC
INCREASED
Shares419,333 from 337,678
Change+81,655 (+24%)
Value$18.7M (+$2.9M)
Filed 2026-10-20
Pathway Financial Advisors LLC
INCREASED
Shares406,962 from 398,354
Change+8,608 (+2%)
Value$18.2M (-$477.3K)
Filed 2026-10-07
Envision Financial LLC
INCREASED
Shares383,252 from 345,285
Change+37,967 (+11%)
Value$17.1M (+$937.3K)
Filed 2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED
Shares336,374 from 338,592
Change-2,218 (-1%)
Value$15.0M (-$842.1K)
Filed 2026-10-21
Cyr Financial Inc.
INCREASED
Shares325,614 from 299,590
Change+26,024 (+9%)
Value$14.5M (+$504.4K)
Filed 2026-10-16
SouthState Bank Corp
DECREASED
Shares316,307 from 341,118
Change-24,811 (-7%)
Value$14.1M (-$1.9M)
Filed 2026-11-09
Crusonia Wealth Advisors LLC
DECREASED
Shares276,989 from 322,183
Change-45,194 (-14%)
Value$12.4M (-$2.7M)
Filed 2026-10-26
Texas Capital Bank Wealth Management Services Inc
NEW
Shares217,337
Change+217,337
Value$9.7M
Filed 2026-11-09
Toth Financial Advisory Corp
INCREASED
Shares214,357 from 207,262
Change+7,095 (+3%)
Value$9.6M (-$138.1K)
Filed 2026-10-08
Souders Financial Advisors
INCREASED
Shares194,858 from 192,458
Change+2,400 (+1%)
Value$8.7M (-$315.2K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares193,930 from 180,088
Change+13,842 (+8%)
Value$8.7K (-$8.4M)
Filed 2026-11-05
Fjell Capital, LLC
INCREASED
Shares186,101 from 181,398
Change+4,703 (+3%)
Value$8.3M (-$188.1K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares174,875 from 222,648
Change-47,773 (-21%)
Value$7.8M (-$2.6M)
Filed 2026-10-30
Greenwood Capital Associates LLC
DECREASED
Shares170,130 from 173,049
Change-2,919 (-2%)
Value$7.6M (-$510.1K)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares159,943 from 337,136
Change-177,193 (-53%)
Value$7.1M (-$8.7M)
Filed 2026-11-04
Smith Thornton Advisors LLC
INCREASED
Shares158,870 from 152,724
Change+6,146 (+4%)
Value$7.1M (+$27.5K)
Filed 2026-10-16
Insight Wealth Partners, LLC
INCREASED
Shares156,939 from 152,068
Change+4,871 (+3%)
Value$7.0M (-$116.2K)
Filed 2026-10-26
Sloy Dahl & Holst, LLC
INCREASED
Shares130,575 from 119,637
Change+10,938 (+9%)
Value$5.8M (+$225.8K)
Filed 2026-10-14
Wealth Advisory Team LLC
INCREASED
Shares125,571 from 123,467
Change+2,104 (+2%)
Value$5.6M (-$177.0K)
Filed 2026-11-05
Stewardship Concepts Financial Services LLC
INCREASED
Shares98,752 from 82,891
Change+15,861 (+19%)
Value$4.4M (+$526.9K)
Filed 2026-10-06
Bank of New York Mellon Corp
DECREASED
Shares89,806 from 90,190
Change-384 (0%)
Value$4.0M (-$215.1K)
Filed 2026-11-05
J. R. Prunier Capital Management LLC
INCREASED
Shares78,500 from 74,965
Change+3,535 (+5%)
Value$3.5M (-$6.7K)
Filed 2026-11-09
James J. Burns & Company, LLC
INCREASED
Shares76,249 from 74,964
Change+1,285 (+2%)
Value$3.4M (-$107.2K)
Filed 2026-10-22
Indivisible Partners
DECREASED
Shares75,323 from 81,385
Change-6,062 (-7%)
Value$3.4M (-$449.2K)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares65,266 from 55,480
Change+9,786 (+18%)
Value$2.9M (+$315.1K)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares63,848 from 81,675
Change-17,827 (-22%)
Value$2.9M (-$975.1K)
Filed 2026-11-09
Daymark Wealth Partners, LLC
DECREASED
Shares61,176 from 65,125
Change-3,949 (-6%)
Value$2.7M (-$319.2K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares59,163 from 54,213
Change+4,950 (+9%)
Value$2.6M (+$102.0K)
Filed 2026-10-15
Calamos Advisors LLC
DECREASED
Shares56,712 from 56,929
Change-217 (0%)
Value$2.5M (-$134.6K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares56,237 from 61,261
Change-5,024 (-8%)
Value$2.5M (-$358.7K)
Filed 2026-11-02
Chris Bulman Inc
DECREASED
Shares52,527 from 52,710
Change-183 (0%)
Value$2.3M (-$123.8K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares42,021 from 60,180
Change-18,159 (-30%)
Value$1.9K (-$2.8M)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares40,581 from 40,723
Change-142 (0%)
Value$1.8M (-$95.7K)
Filed 2026-10-22
Optivise Advisory Services LLC
INCREASED
Shares38,310 from 37,850
Change+460 (+1%)
Value$1.7M (-$62.5K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares33,228 from 32,293
Change+935 (+3%)
Value$1.5M (-$29.1K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
DECREASED
Shares31,815 from 41,285
Change-9,470 (-23%)
Value$1.4M (-$513.4K)
Filed 2026-10-20
Aspiriant, LLC
UNCHANGED
Shares28,000 from 28,000
Change0 (0%)
Value$1.3M (-$61.4K)
Filed 2026-10-16
Tenet Wealth Partners, LLC
INCREASED
Shares27,566 from 25,748
Change+1,818 (+7%)
Value$1.2M (+$40.4K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares23,047 from 21,183
Change+1,864 (+9%)
Value$1.0M (+$36.7K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares22,039 from 20,567
Change+1,472 (+7%)
Value$983.9K (+$20.6K)
Filed 2026-11-04
ERn Financial, LLC
NEW
Shares14,697
Change+14,697
Value$656.1K
Filed 2026-10-28
Novem Group
DECREASED
Shares14,458 from 16,250
Change-1,792 (-11%)
Value$645.5K (-$115.7K)
Filed 2026-10-19
Compass Financial Management LLC
UNCHANGED
Shares14,287 from 14,287
Change0 (0%)
Value$638.2K (-$31.0K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares13,826 from 21,248
Change-7,422 (-35%)
Value$617.2K (-$378.0K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares12,154 from 11,574
Change+580 (+5%)
Value$542.6K (+$498)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares11,936 from 11,936
Change0 (0%)
Value$532.9K (-$26.2K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares11,915 from 11,662
Change+253 (+2%)
Value$531.9K (-$14.3K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares11,782 from 14,132
Change-2,350 (-17%)
Value$526.1K (-$129.8K)
Filed 2026-10-13
Avaii Wealth Management, LLC
DECREASED
Shares11,101 from 11,712
Change-611 (-5%)
Value$495.7K (-$52.9K)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares9,479 from 8,114
Change+1,365 (+17%)
Value$423.2K (+$43.1K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares8,894 from 7,518
Change+1,376 (+18%)
Value$397.1K (+$45.0K)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares8,305 from 7,660
Change+645 (+8%)
Value$370.8K (+$12.0K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares7,825
Change+7,825
Value$349
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares7,801
Change+7,801
Value$351.9K
Filed 2026-11-03
AdvisorNet Financial, Inc
DECREASED
Shares7,199 from 31,115
Change-23,916 (-77%)
Value$322.2K (-$1.1M)
Filed 2026-10-15
Eagle Strategies LLC
NEW
Shares5,688
Change+5,688
Value$253.9K
Filed 2026-10-16
Signature Equity Partners, LLC
NEW
Shares4,133
Change+4,133
Value$184.5K
Filed 2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,575 from 3,575
Change0 (0%)
Value$159.6K (-$7.8K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$137.7K (-$6.8K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares2,302 from 2,011
Change+291 (+14%)
Value$102.8K (+$8.6K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
NEW
Shares2,070
Change+2,070
Value$92.4K
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$31.2K (-$1.5K)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$11.5K (-$566)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$46 (-$2)
Filed 2026-10-19
Pinnacle Wealth Management Group, Inc.
CLOSED
Shares0 from 155,645
Change-155,645 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-15
Simplicity Wealth,LLC
CLOSED
Shares0 from 155,031
Change-155,031 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-23
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 127,612
Change-127,612 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 29,776
Change-29,776 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-14
Certified Advisory Corp
CLOSED
Shares0 from 5,100
Change-5,100 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 4,523
Change-4,523 (-100%)
Value$0 (-$211.9K)
Filed 2026-11-06
Private Trust Co NA
CLOSED
Shares0 from 2,914
Change-2,914 (-100%)
Value$0 (-$136.5K)
Filed 2026-10-20
Heritage Wealth Advisors
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-09
Citigroup Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$937)
Filed 2026-11-04
Assetmark, Inc
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$609)
Filed 2026-10-21
Victory Capital Management Inc
N/A
Shares— from 14,850,508
Change-14,850,508 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,295,086
Change-4,295,086 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,904,106
Change-3,904,106 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,172,807
Change-2,172,807 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,584,354
Change-1,584,354 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,371,114
Change-1,371,114 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,207,956
Change-1,207,956 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,140,377
Change-1,140,377 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 792,976
Change-792,976 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 671,256
Change-671,256 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 476,300
Change-476,300 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 405,609
Change-405,609 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 355,284
Change-355,284 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 353,949
Change-353,949 (-100%)
Value—
UBS Group AG
N/A
Shares— from 332,334
Change-332,334 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 328,482
Change-328,482 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 303,886
Change-303,886 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 261,783
Change-261,783 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 227,451
Change-227,451 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 193,968
Change-193,968 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 181,659
Change-181,659 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 149,015
Change-149,015 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 146,987
Change-146,987 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 129,831
Change-129,831 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 123,467
Change-123,467 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 117,021
Change-117,021 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 104,882
Change-104,882 (-100%)
Value—
&partners
N/A
Shares— from 95,770
Change-95,770 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 86,970
Change-86,970 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 86,454
Change-86,454 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 65,500
Change-65,500 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,601
Change-61,601 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 58,867
Change-58,867 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 57,492
Change-57,492 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 40,339
Change-40,339 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 35,855
Change-35,855 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 31,899
Change-31,899 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 31,683
Change-31,683 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,492
Change-28,492 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,141
Change-23,141 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,606
Change-20,606 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,080
Change-18,080 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 11,957
Change-11,957 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
Betterment LLC
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 9,904
Change-9,904 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,008
Change-9,008 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 140
Change-140 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,844,1392,135,811-291,672-14%$100.0M$82.3M-$17.7M2026-11-06
Calamos Wealth Management LLC
DECREASED1,268,6481,349,050-80,402-6%$63.2M$56.6M-$6.5M2026-11-02
Allen Capital Group, LLC
DECREASED935,3521,187,333-251,981-21%$55.6M$41.8M-$13.9M2026-10-27
MBL Wealth, LLC
INCREASED892,807758,771+134,036+18%$35.5M$39.9M+$4.3M2026-10-22
Pine Valley Investments Ltd Liability Co
INCREASED687,004664,602+22,402+3%$31.1M$30.7M-$458.3K2026-11-09
Greenup Street Wealth Management LLC
INCREASED632,906570,026+62,880+11%$26.7M$28.3M+$1.6M2026-10-28
Allworth Financial LP
INCREASED603,228510,934+92,294+18%$23.9M$28.3M+$4.3M2026-11-06
Alliance Wealth Advisors, LLC
INCREASED598,840588,561+10,279+2%$27.6M$26.7M-$832.7K2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED470,586460,836+9,750+2%$21.6M$21.0M-$576.0K2026-10-20
Blue Water Asset Management
INCREASED460,878450,385+10,493+2%$21.1M$20.6M-$520.0K2026-11-04
Oath Planning, LLC
INCREASED419,333337,678+81,655+24%$15.8M$18.7M+$2.9M2026-10-20
Pathway Financial Advisors LLC
INCREASED406,962398,354+8,608+2%$18.6M$18.2M-$477.3K2026-10-07
Envision Financial LLC
INCREASED383,252345,285+37,967+11%$16.2M$17.1M+$937.3K2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED336,374338,592-2,218-1%$15.9M$15.0M-$842.1K2026-10-21
Cyr Financial Inc.
INCREASED325,614299,590+26,024+9%$14.0M$14.5M+$504.4K2026-10-16
SouthState Bank Corp
DECREASED316,307341,118-24,811-7%$16.0M$14.1M-$1.9M2026-11-09
Crusonia Wealth Advisors LLC
DECREASED276,989322,183-45,194-14%$15.1M$12.4M-$2.7M2026-10-26
Texas Capital Bank Wealth Management Services Inc
NEW217,337—+217,337——$9.7M—2026-11-09
Toth Financial Advisory Corp
INCREASED214,357207,262+7,095+3%$9.7M$9.6M-$138.1K2026-10-08
Souders Financial Advisors
INCREASED194,858192,458+2,400+1%$9.0M$8.7M-$315.2K2026-11-03
Thrivent Financial for Lutherans
INCREASED193,930180,088+13,842+8%$8.4M$8.7K-$8.4M2026-11-05
Fjell Capital, LLC
INCREASED186,101181,398+4,703+3%$8.5M$8.3M-$188.1K2026-10-13
Truist Financial Corp
DECREASED174,875222,648-47,773-21%$10.4M$7.8M-$2.6M2026-10-30
Greenwood Capital Associates LLC
DECREASED170,130173,049-2,919-2%$8.1M$7.6M-$510.1K2026-10-27
Creative Financial Designs Inc
DECREASED159,943337,136-177,193-53%$15.8M$7.1M-$8.7M2026-11-04
Smith Thornton Advisors LLC
INCREASED158,870152,724+6,146+4%$7.1M$7.1M+$27.5K2026-10-16
Insight Wealth Partners, LLC
INCREASED156,939152,068+4,871+3%$7.1M$7.0M-$116.2K2026-10-26
Sloy Dahl & Holst, LLC
INCREASED130,575119,637+10,938+9%$5.6M$5.8M+$225.8K2026-10-14
Wealth Advisory Team LLC
INCREASED125,571123,467+2,104+2%$5.8M$5.6M-$177.0K2026-11-05
Stewardship Concepts Financial Services LLC
INCREASED98,75282,891+15,861+19%$3.9M$4.4M+$526.9K2026-10-06
Bank of New York Mellon Corp
DECREASED89,80690,190-3840%$4.2M$4.0M-$215.1K2026-11-05
J. R. Prunier Capital Management LLC
INCREASED78,50074,965+3,535+5%$3.5M$3.5M-$6.7K2026-11-09
James J. Burns & Company, LLC
INCREASED76,24974,964+1,285+2%$3.5M$3.4M-$107.2K2026-10-22
Indivisible Partners
DECREASED75,32381,385-6,062-7%$3.8M$3.4M-$449.2K2026-10-26
Valmark Advisers, Inc.
INCREASED65,26655,480+9,786+18%$2.6M$2.9M+$315.1K2026-11-06
Harbour Investments, Inc.
DECREASED63,84881,675-17,827-22%$3.8M$2.9M-$975.1K2026-11-09
Daymark Wealth Partners, LLC
DECREASED61,17665,125-3,949-6%$3.1M$2.7M-$319.2K2026-11-04
Atria Investments, Inc
INCREASED59,16354,213+4,950+9%$2.5M$2.6M+$102.0K2026-10-15
Calamos Advisors LLC
DECREASED56,71256,929-2170%$2.7M$2.5M-$134.6K2026-11-02
Commonwealth Equity Services, LLC
DECREASED56,23761,261-5,024-8%$2.9M$2.5M-$358.7K2026-11-02
Chris Bulman Inc
DECREASED52,52752,710-1830%$2.5M$2.3M-$123.8K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED42,02160,180-18,159-30%$2.8M$1.9K-$2.8M2026-11-02
Brookstone Capital Management
DECREASED40,58140,723-1420%$1.9M$1.8M-$95.7K2026-10-22
Optivise Advisory Services LLC
INCREASED38,31037,850+460+1%$1.8M$1.7M-$62.5K2026-10-19
Focus Financial Network, Inc.
INCREASED33,22832,293+935+3%$1.5M$1.5M-$29.1K2026-10-14
Owl Creek Wealth Partners LLC
DECREASED31,81541,285-9,470-23%$1.9M$1.4M-$513.4K2026-10-20
Aspiriant, LLC
UNCHANGED28,00028,00000%$1.3M$1.3M-$61.4K2026-10-16
Tenet Wealth Partners, LLC
INCREASED27,56625,748+1,818+7%$1.2M$1.2M+$40.4K2026-10-19
Titleist Asset Management, LLC
INCREASED23,04721,183+1,864+9%$992.2K$1.0M+$36.7K2026-10-08
Cornerstone Wealth Management, LLC
INCREASED22,03920,567+1,472+7%$963.3K$983.9K+$20.6K2026-11-04
ERn Financial, LLC
NEW14,697—+14,697——$656.1K—2026-10-28
Novem Group
DECREASED14,45816,250-1,792-11%$761.1K$645.5K-$115.7K2026-10-19
Compass Financial Management LLC
UNCHANGED14,28714,28700%$669.2K$638.2K-$31.0K2026-10-30
Fifth Third Bancorp
DECREASED13,82621,248-7,422-35%$995.2K$617.2K-$378.0K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED12,15411,574+580+5%$542.1K$542.6K+$4982026-11-05
Princeton Global Asset Management LLC
UNCHANGED11,93611,93600%$559.1K$532.9K-$26.2K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED11,91511,662+253+2%$546.2K$531.9K-$14.3K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED11,78214,132-2,350-17%$655.9K$526.1K-$129.8K2026-10-13
Avaii Wealth Management, LLC
DECREASED11,10111,712-611-5%$548.6K$495.7K-$52.9K2026-10-09
Perigon Wealth Management, LLC
INCREASED9,4798,114+1,365+17%$380.1K$423.2K+$43.1K2026-10-22
Sigma Planning Corp
INCREASED8,8947,518+1,376+18%$352.1K$397.1K+$45.0K2026-10-23
Goldstein Advisors, LLC
INCREASED8,3057,660+645+8%$358.8K$370.8K+$12.0K2026-10-15
M Holdings Securities, Inc.
NEW7,825—+7,825——$349—2026-11-03
StoneX Group Inc.
NEW7,801—+7,801——$351.9K—2026-11-03
AdvisorNet Financial, Inc
DECREASED7,19931,115-23,916-77%$1.5M$322.2K-$1.1M2026-10-15
Eagle Strategies LLC
NEW5,688—+5,688——$253.9K—2026-10-16
Signature Equity Partners, LLC
NEW4,133—+4,133——$184.5K—2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED3,5753,57500%$167.4K$159.6K-$7.8K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED3,0843,08400%$144.4K$137.7K-$6.8K2026-10-21
Farther Finance Advisors, LLC
INCREASED2,3022,011+291+14%$94.2K$102.8K+$8.6K2026-10-08
PNC Financial Services Group, Inc.
NEW2,070—+2,070——$92.4K—2026-11-06
IFP Advisors, Inc
UNCHANGED69969900%$32.7K$31.2K-$1.5K2026-10-16
Larson Financial Group LLC
UNCHANGED25825800%$12.1K$11.5K-$5662026-11-05
Investment Research & Advisory Group, Inc.
UNCHANGED1100%$48$46-$22026-10-19
Pinnacle Wealth Management Group, Inc.
CLOSED0155,645-155,645-100%$7.3M$0-$7.3M2026-10-15
Simplicity Wealth,LLC
CLOSED0155,031-155,031-100%$7.3M$0-$7.3M2026-10-23
FSA Wealth Partners, Inc.
CLOSED0127,612-127,612-100%$6.0M$0-$6.0M2026-10-26
Patriot Financial Group Insurance Agency, LLC
CLOSED029,776-29,776-100%$1.4M$0-$1.4M2026-10-14
Certified Advisory Corp
CLOSED05,100-5,100-100%$238.9K$0-$238.9K2026-10-29
Kestra Private Wealth Services, LLC
CLOSED04,523-4,523-100%$211.9K$0-$211.9K2026-11-06
Private Trust Co NA
CLOSED02,914-2,914-100%$136.5K$0-$136.5K2026-10-20
Heritage Wealth Advisors
CLOSED095-95-100%$4.4K$0-$4.4K2026-11-09
Citigroup Inc
CLOSED020-20-100%$937$0-$9372026-11-04
Assetmark, Inc
CLOSED013-13-100%$609$0-$6092026-10-21
Victory Capital Management Inc
N/A—14,850,508-14,850,508-100%$695.6M———
Charles Schwab Investment Management Inc
N/A—4,295,086-4,295,086-100%$201.2M———
Morgan Stanley
N/A—3,904,106-3,904,106-100%$182.9M———
Bogart Wealth, LLC
N/A—2,172,807-2,172,807-100%$101.8M———
Bank of America Corp
N/A—1,584,354-1,584,354-100%$74.2M———
Wells Fargo & Company
N/A—1,371,114-1,371,114-100%$64.2M———
Cetera Investment Advisers
N/A—1,207,956-1,207,956-100%$56.6M———
Raymond James Financial Inc
N/A—1,140,377-1,140,377-100%$53.4M———
Meeder Advisory Services, Inc.
N/A—792,976-792,976-100%$37.1M———
Nicolet Bankshares Inc
N/A—671,256-671,256-100%$31.4M———
Steward Partners Investment Advisory, LLC
N/A—476,300-476,300-100%$22.3M———
Sargent Investment Group, LLC
N/A—405,609-405,609-100%$19.0M———
Klingenstein Fields & Co LP
N/A—355,284-355,284-100%$16.6M———
Osaic Holdings, Inc.
N/A—353,949-353,949-100%$16.6M———
UBS Group AG
N/A—332,334-332,334-100%$15.6M———
Sanctuary Advisors, LLC
N/A—328,482-328,482-100%$15.4M———
Planning Directions Inc
N/A—303,886-303,886-100%$14.2M———
Northeast Planning Associates, Inc. / NH /
N/A—261,783-261,783-100%$11.1M———
IMA Advisory Services, Inc.
N/A—227,451-227,451-100%$10.7M———
Orion Porfolio Solutions, LLC
N/A—193,968-193,968-100%$9.1M———
JPMorgan Chase & Co
N/A—181,659-181,659-100%$8.5M———
Integrated Wealth Concepts LLC
N/A—149,015-149,015-100%$7.0M———
Royal Bank of Canada
N/A—146,987-146,987-100%$6.9M———
Gladstone Institutional Advisory LLC
N/A—129,831-129,831-100%$6.1M———
Aptus Capital Advisors, LLC
N/A—123,467-123,467-100%$5.8M———
Summit Financial, LLC
N/A—117,021-117,021-100%$5.5M———
Private Advisor Group, LLC
N/A—104,882-104,882-100%$4.9M———
&partners
N/A—95,770-95,770-100%$4.5M———
Axis Wealth Partners, LLC
N/A—86,970-86,970-100%$4.1M———
Citadel Advisors LLC
N/A—86,454-86,454-100%$4.0M———
Equitable Holdings, Inc.
N/A—65,500-65,500-100%$3.1M———
Envestnet Asset Management Inc
N/A—61,601-61,601-100%$2.9M———
Gotham Asset Management, LLC
N/A—58,867-58,867-100%$2.8M———
Northwestern Mutual Wealth Management Co
N/A—57,492-57,492-100%$2.7M———
Janney Montgomery Scott LLC
N/A—40,339-40,339-100%$1.9M———
Stifel Financial Corp
N/A—35,855-35,855-100%$1.7M———
NewEdge Wealth, LLC
N/A—31,899-31,899-100%$1.5M———
BlackRock, Inc.
N/A—31,683-31,683-100%$1.5M———
Jane Street Group, LLC
N/A—28,492-28,492-100%$1.3M———
MML Investors Services, LLC
N/A—23,141-23,141-100%$1.1M———
Susquehanna International Group, LLP
N/A—20,606-20,606-100%$965.1K———
Flow Traders U.S. LLC
N/A—18,080-18,080-100%$847.0K———
Foundations Investment Advisors, LLC
N/A—16,002-16,002-100%$749.5K———
Advisory Services Network, LLC
N/A—12,954-12,954-100%$606.7K———
Keystone Financial Group
N/A—12,066-12,066-100%$565.1K———
Sovereign Financial Group, Inc.
N/A—11,957-11,957-100%$560.1K———
Stratos Wealth Partners, Ltd.
N/A—11,863-11,863-100%$555.6K———
Betterment LLC
N/A—10,397-10,397-100%$487.0K———
Aspire Capital Advisors LLC
N/A—9,904-9,904-100%$463.9K———
World Investment Advisors
N/A—9,008-9,008-100%$423.5K———
IEQ Capital, LLC
N/A—7,100-7,100-100%$332.6K———
AQR Capital Management LLC
N/A—7,100-7,100-100%$332.6K———
Cary Street Partners Financial LLC
N/A—6,982-6,982-100%$327.0K———
Advyzon Investment Management, LLC
N/A—6,080-6,080-100%$284.8K———
Global Retirement Partners, LLC
N/A—5,988-5,988-100%$280.4K———
Ameritas Advisory Services, LLC
N/A—5,920-5,920-100%$277.3K———
Clark Capital Management Group, Inc.
N/A—5,164-5,164-100%$241.9K———
Fortune Financial Advisors, LLC
N/A—4,799-4,799-100%$224.8K———
Rockefeller Capital Management L.P.
N/A—3,337-3,337-100%$156.3K———
Mpwm Advisory Solutions, LLC
N/A—2,083-2,083-100%$97.6K———
Capital Analysts, LLC
N/A—1,940-1,940-100%$91.0K———
Prestige Wealth Management Group LLC
N/A—364-364-100%$17.1K———
Whittier Trust Co of Nevada Inc
N/A—350-350-100%$16.3K———
Jones Financial Companies Lllp
N/A—140-140-100%$6.6K———
NewEdge Advisors, LLC
N/A—55-55-100%$2.6K———
Showing 149 of 149 institutions