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Victoryshares Free Cash Flow (VFLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares17,593,424 from 14,069,290
Change+3,524,134 (+25%)
Value$900.6M (+$256.9M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares3,408,191 from 2,504,123
Change+904,068 (+36%)
Value$155.9M (+$41.4M)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares3,196,523 from 3,224,520
Change-27,997 (-1%)
Value$163.6M (+$16.1M)
Filed 2026-11-06
Traphagen Investment Advisors LLC
DECREASED
Shares2,113,109 from 2,167,764
Change-54,655 (-3%)
Value$108.2M (+$9.0M)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares1,670,612 from 1,714,245
Change-43,633 (-3%)
Value$88.4M (+$9.9M)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares1,662,328 from 1,742,062
Change-79,734 (-5%)
Value$85.1M (+$5.4M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares1,515,806 from 1,119,059
Change+396,747 (+35%)
Value$77.6M (+$26.4M)
Filed 2026-11-02
Goldstein Advisors, LLC
DECREASED
Shares1,131,051 from 1,219,257
Change-88,206 (-7%)
Value$57.9M (+$2.1M)
Filed 2026-10-15
RVW Wealth, LLC
INCREASED
Shares1,110,720 from 1,018,265
Change+92,455 (+9%)
Value$56.9M (+$10.3M)
Filed 2026-10-06
StoneX Group Inc.
DECREASED
Shares1,063,766 from 1,065,482
Change-1,716 (0%)
Value$54.5M (+$5.7M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares935,563 from 547,526
Change+388,037 (+71%)
Value$47.9K (-$25.0M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares604,077 from 16,383
Change+587,694 (+3587%)
Value$30.9M (+$30.2M)
Filed 2026-10-16
Wilkerson Advisory Group LLC
INCREASED
Shares596,066 from 589,559
Change+6,507 (+1%)
Value$30.5M (+$3.5M)
Filed 2026-10-20
MKP Capital Management, L.L.C.
INCREASED
Shares561,700 from 219,000
Change+342,700 (+156%)
Value$28.8M (+$18.7M)
Filed 2026-11-04
Sepio Capital, LP
INCREASED
Shares548,263 from 545,660
Change+2,603 (+0%)
Value$28.1M (+$3.1M)
Filed 2026-10-22
Ledyard National Bank
INCREASED
Shares543,226 from 516,246
Change+26,980 (+5%)
Value$27.8M (+$4.2M)
Filed 2026-10-21
Allen Capital Group, LLC
INCREASED
Shares455,173 from 444,975
Change+10,198 (+2%)
Value$23.3M (+$2.9M)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
INCREASED
Shares455,099 from 57,365
Change+397,734 (+693%)
Value$23.3M (+$20.7M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares454,782 from 383,126
Change+71,656 (+19%)
Value$23.3M (+$5.8M)
Filed 2026-10-30
Teamwork Financial Advisors, LLC
NEW
Shares424,999
Change+424,999
Value$21.8M
Filed 2026-10-19
Financial Enhancement Group LLC
DECREASED
Shares414,586 from 473,000
Change-58,414 (-12%)
Value$21.7M (+$34.8K)
Filed 2026-10-08
Beacon Capital Management, Inc.
DECREASED
Shares412,730 from 468,265
Change-55,535 (-12%)
Value$21.1M (-$295.5K)
Filed 2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED
Shares411,381 from 411,381
Change0 (0%)
Value$18.8M ($0)
Filed 2026-10-22
Landmark Wealth Management, LLC
DECREASED
Shares381,107 from 431,865
Change-50,758 (-12%)
Value$19.5M (-$249.0K)
Filed 2026-11-03
Sowa Financial Group, Inc.
DECREASED
Shares322,850 from 327,766
Change-4,916 (-1%)
Value$16.5K (-$15.0M)
Filed 2026-10-26
Weil Company, Inc.
INCREASED
Shares319,301 from 242,305
Change+76,996 (+32%)
Value$16.3M (+$5.3M)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares280,185 from 245,410
Change+34,775 (+14%)
Value$14.3M (+$3.1M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares266,562 from 264,998
Change+1,564 (+1%)
Value$14.1M (+$1.5M)
Filed 2026-10-13
Hudock, Inc.
DECREASED
Shares254,979 from 304,086
Change-49,107 (-16%)
Value$13.1M (-$859.6K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares227,413 from 188,512
Change+38,901 (+21%)
Value$11.6M (+$3.0M)
Filed 2026-10-14
Financial Designs Corp
INCREASED
Shares225,542 from 216,677
Change+8,865 (+4%)
Value$11.5M (+$1.6M)
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares214,128 from 229,827
Change-15,699 (-7%)
Value$11.0M (+$446.6K)
Filed 2026-10-15
Gerber, LLC
INCREASED
Shares210,953 from 204,726
Change+6,227 (+3%)
Value$10.8M (+$1.4M)
Filed 2026-10-21
Trademark Financial Management, LLC
INCREASED
Shares194,201 from 183,185
Change+11,016 (+6%)
Value$9.9M (+$1.6M)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
INCREASED
Shares189,284 from 179,819
Change+9,465 (+5%)
Value$9.7M (+$1.5M)
Filed 2026-11-02
Exchange Traded Concepts, LLC
DECREASED
Shares182,731 from 209,302
Change-26,571 (-13%)
Value$9.4M (-$221.6K)
Filed 2026-10-28
Accordant Advisory Group Inc
NEW
Shares176,242
Change+176,242
Value$9.0M
Filed 2026-10-29
Clarity Asset Management, Inc.
DECREASED
Shares173,795 from 182,519
Change-8,724 (-5%)
Value$8.9M (+$546.3K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
INCREASED
Shares172,849 from 168,238
Change+4,611 (+3%)
Value$8.8M (+$1.2M)
Filed 2026-11-03
Simplicity Wealth,LLC
DECREASED
Shares157,455 from 176,424
Change-18,969 (-11%)
Value$8.1M (-$11.3K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares155,996 from 154,293
Change+1,703 (+1%)
Value$8.0M (+$926.5K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares148,252 from 26,369
Change+121,883 (+462%)
Value$7.6M (+$6.4M)
Filed 2026-10-16
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares148,081 from 85,992
Change+62,089 (+72%)
Value$7.6M (+$3.6M)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares145,062 from 153,810
Change-8,748 (-6%)
Value$7.4M (+$389.0K)
Filed 2026-11-05
Financial Guidance Group, Inc.
INCREASED
Shares142,088 from 132,598
Change+9,490 (+7%)
Value$7.3M (+$1.2M)
Filed 2026-10-21
Fortis Group Advisors, LLC
NEW
Shares138,451
Change+138,451
Value$7.5M
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares130,393 from 100,861
Change+29,532 (+29%)
Value$6.7M (+$2.1M)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED
Shares127,966 from 104,421
Change+23,545 (+23%)
Value$6.6M (+$1.8M)
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares126,265 from 85,126
Change+41,139 (+48%)
Value$6.5M (+$2.6M)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares125,304 from 46,362
Change+78,942 (+170%)
Value$6.4M (+$4.3M)
Filed 2026-10-14
Bank of New Hampshire
NEW
Shares118,284
Change+118,284
Value$6.1M
Filed 2026-10-06
Vista Investment Partners II, LLC
NEW
Shares110,558
Change+110,558
Value$5.7M
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares106,865 from 71,433
Change+35,432 (+50%)
Value$5.5M (+$2.2M)
Filed 2026-11-02
Future Financial Wealth Managment LLC
NEW
Shares103,994
Change+103,994
Value$5.3M
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares101,118 from 9,322
Change+91,796 (+985%)
Value$5.2M (+$4.7M)
Filed 2026-10-26
Kennedy Investment Group, Inc.
INCREASED
Shares99,840 from 91,987
Change+7,853 (+9%)
Value$5.1M (+$902.4K)
Filed 2026-10-21
Summit Asset Management, LLC
INCREASED
Shares95,169 from 92,993
Change+2,176 (+2%)
Value$4.9M (+$617.3K)
Filed 2026-11-05
Mechanics Bank Trust Department
INCREASED
Shares89,072 from 87,002
Change+2,070 (+2%)
Value$4.6M (+$579.3K)
Filed 2026-10-13
Cadent Capital Advisors, LLC
NEW
Shares87,987
Change+87,987
Value$4.5M
Filed 2026-10-09
Hidden Cove Wealth Management, LLC
NEW
Shares84,671
Change+84,671
Value$4.3M
Filed 2026-10-19
WBI Investments, LLC
INCREASED
Shares80,354 from 73,834
Change+6,520 (+9%)
Value$4.1M (+$735.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares79,639 from 84,061
Change-4,422 (-5%)
Value$4.1M (+$230.1K)
Filed 2026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares76,367
Change+76,367
Value$3.9M
Filed 2026-10-14
Cap Partners, LLC
DECREASED
Shares67,556 from 75,355
Change-7,799 (-10%)
Value$3.5M (+$10.7K)
Filed 2026-10-19
Meridian Wealth Management, LLC
NEW
Shares64,975
Change+64,975
Value$3.3M
Filed 2026-11-05
Vista Investment Partners LLC
DECREASED
Shares64,915 from 67,555
Change-2,640 (-4%)
Value$3.3M (+$232.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares64,035 from 68,915
Change-4,880 (-7%)
Value$3.3M (+$125.1K)
Filed 2026-11-04
Annex Advisory Services, LLC
DECREASED
Shares62,929 from 72,965
Change-10,036 (-14%)
Value$3.2M (-$116.8K)
Filed 2026-10-16
M.E. Allison & Co., Inc.
INCREASED
Shares62,754 from 49,458
Change+13,296 (+27%)
Value$3.2M (+$949.7K)
Filed 2026-10-09
Maia Wealth LLC
INCREASED
Shares60,040 from 40,120
Change+19,920 (+50%)
Value$3.1M (+$1.2M)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares59,795 from 37,993
Change+21,802 (+57%)
Value$3.1M (+$1.3M)
Filed 2026-11-06
BlueChip Wealth Advisors LLC
INCREASED
Shares57,913 from 33,648
Change+24,265 (+72%)
Value$3.0M (+$1.4M)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares56,728 from 53,813
Change+2,915 (+5%)
Value$2.9M (+$441.9K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares56,475 from 40,051
Change+16,424 (+41%)
Value$2.9M (+$1.1M)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares56,260 from 47,810
Change+8,450 (+18%)
Value$2.9M (+$692.6K)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares53,621 from 47,056
Change+6,565 (+14%)
Value$2.7M (+$592.0K)
Filed 2026-11-05
Global Assets Advisory, LLC
INCREASED
Shares53,546 from 52,465
Change+1,081 (+2%)
Value$2.8M (+$356.9K)
Filed 2026-10-28
FIG Financial Advisory Services Inc
NEW
Shares51,098
Change+51,098
Value$2.6M
Filed 2026-10-07
Moors & Cabot, Inc.
INCREASED
Shares50,018 from 34,130
Change+15,888 (+47%)
Value$2.6M (+$999.0K)
Filed 2026-11-06
Stonebridge Financial Planning Group, LLC
INCREASED
Shares46,956 from 11,691
Change+35,265 (+302%)
Value$2.4M (+$1.9M)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares45,907 from 45,689
Change+218 (+0%)
Value$2.4M (+$259.7K)
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares45,257 from 44,059
Change+1,198 (+3%)
Value$2.3M (+$301.0K)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
INCREASED
Shares43,695 from 43,277
Change+418 (+1%)
Value$2.2M (+$256.8K)
Filed 2026-10-27
Optivise Advisory Services LLC
INCREASED
Shares37,345 from 34,128
Change+3,217 (+9%)
Value$1.9M (+$350.4K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares34,558 from 26,193
Change+8,365 (+32%)
Value$1.8M (+$570.7K)
Filed 2026-10-08
Laurel Wealth Planning LLC
NEW
Shares34,507
Change+34,507
Value$1.8M
Filed 2026-11-02
Embree Financial Group
INCREASED
Shares30,923 from 29,312
Change+1,611 (+6%)
Value$1.6M (+$241.9K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares30,302 from 16,887
Change+13,415 (+79%)
Value$1.6M (+$875.0K)
Filed 2026-11-04
NWF Advisory Services Inc.
NEW
Shares30,225
Change+30,225
Value$1.5M
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares28,247 from 25,248
Change+2,999 (+12%)
Value$1.4M (+$290.9K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares26,784 from 21,092
Change+5,692 (+27%)
Value$1.4M (+$406.1K)
Filed 2026-11-05
Omnitrust Wealth Management, Inc
NEW
Shares26,638
Change+26,638
Value$1.4M
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares26,333
Change+26,333
Value$1.3M
Filed 2026-10-09
Tempus Wealth Planning, LLC
NEW
Shares25,645
Change+25,645
Value$1.3M
Filed 2026-10-14
Revisor Wealth Management LLC
NEW
Shares25,480
Change+25,480
Value$1.3M
Filed 2026-10-20
Sylvest Advisors, LLC
NEW
Shares24,837
Change+24,837
Value$1.3M
Filed 2026-10-26
J.W. Cole Advisors, Inc.
NEW
Shares24,755
Change+24,755
Value$1.3M
Filed 2026-11-05
Money Concepts Capital Corp
INCREASED
Shares23,757 from 21,403
Change+2,354 (+11%)
Value$1.2M (+$236.9K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares23,686 from 21,532
Change+2,154 (+10%)
Value$1.2M (+$227.4K)
Filed 2026-10-13
DDD Partners, LLC
DECREASED
Shares23,107 from 24,294
Change-1,187 (-5%)
Value$1.2M (+$71.4K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
NEW
Shares22,000
Change+22,000
Value$1.1M
Filed 2026-11-03
Integras Partners LLC
INCREASED
Shares21,534 from 16,417
Change+5,117 (+31%)
Value$1.1M (+$351.2K)
Filed 2026-10-30
Wespac Advisors, LLC
NEW
Shares21,086
Change+21,086
Value$1.1M
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares20,758 from 19,800
Change+958 (+5%)
Value$1.1M (+$156.8K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares20,445 from 19,882
Change+563 (+3%)
Value$1.0M (+$137.0K)
Filed 2026-10-14
Focus Financial Network, Inc.
NEW
Shares20,341
Change+20,341
Value$1.0M
Filed 2026-10-14
Spinnaker Investment Group, LLC
DECREASED
Shares20,139 from 20,932
Change-793 (-4%)
Value$1.0M (+$73.3K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares20,083 from 15,236
Change+4,847 (+32%)
Value$1.0M (+$331.0K)
Filed 2026-10-23
Summit Financial Wealth Advisors, LLC
DECREASED
Shares19,879 from 19,954
Change-75 (0%)
Value$1.0M (+$104.7K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares19,828 from 17,495
Change+2,333 (+13%)
Value$1.0M (+$214.6K)
Filed 2026-11-02
Arsenal Capital Advisors LLC
INCREASED
Shares19,728 from 18,948
Change+780 (+4%)
Value$1.0M (+$143.0K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares17,763 from 20,603
Change-2,840 (-14%)
Value$909.3K (-$33.3K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares16,824 from 14,203
Change+2,621 (+18%)
Value$861.2K (+$211.4K)
Filed 2026-10-20
HB Wealth Management, LLC
NEW
Shares16,313
Change+16,313
Value$835.1K
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares15,982 from 17,110
Change-1,128 (-7%)
Value$818.1K (+$35.3K)
Filed 2026-10-21
Intrua Financial, LLC
INCREASED
Shares14,700 from 14,243
Change+457 (+3%)
Value$752.5K (+$100.8K)
Filed 2026-10-28
Convergence Financial, LLC
INCREASED
Shares14,569 from 7,790
Change+6,779 (+87%)
Value$745.8K (+$389.4K)
Filed 2026-10-27
Compound Planning, Inc.
INCREASED
Shares14,353 from 9,386
Change+4,967 (+53%)
Value$734.8K (+$305.3K)
Filed 2026-11-05
Level Four Advisory Services, LLC
NEW
Shares14,350
Change+14,350
Value$734.6K
Filed 2026-11-06
Secure Asset Management, LLC
INCREASED
Shares13,494 from 13,344
Change+150 (+1%)
Value$690.8K (+$80.3K)
Filed 2026-10-19
International Assets Investment Management, LLC
NEW
Shares12,975
Change+12,975
Value$676.1K
Filed 2026-11-02
Carnegie Investment Counsel
NEW
Shares12,226
Change+12,226
Value$625.8K
Filed 2026-10-20
Ocean Park Asset Management, LLC
DECREASED
Shares11,971 from 15,107
Change-3,136 (-21%)
Value$612.8K (-$78.4K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares11,835 from 11,572
Change+263 (+2%)
Value$605.8K (+$76.4K)
Filed 2026-11-06
New Wave Wealth Advisors LLC
DECREASED
Shares11,524 from 32,195
Change-20,671 (-64%)
Value$613.1K (-$859.8K)
Filed 2026-10-19
Indivisible Partners
INCREASED
Shares11,411 from 8,125
Change+3,286 (+40%)
Value$584.2K (+$212.4K)
Filed 2026-10-26
Rubicon Advisors, GP
UNCHANGED
Shares11,234 from 11,234
Change0 (0%)
Value$575.1K (+$61.1K)
Filed 2026-10-23
Redwood Family Wealth LLC
INCREASED
Shares11,186 from 11,181
Change+5 (+0%)
Value$572.6K (+$61.1K)
Filed 2026-10-20
Balentine LLC
UNCHANGED
Shares11,090 from 11,090
Change0 (0%)
Value$567.7K (+$60.3K)
Filed 2026-11-03
First American Bank
INCREASED
Shares11,052 from 8,711
Change+2,341 (+27%)
Value$565.8K (+$167.2K)
Filed 2026-10-27
Wedbush Securities Inc
NEW
Shares11,045
Change+11,045
Value$565
Filed 2026-10-22
WealthBridge Capital Management, LLC
INCREASED
Shares10,829 from 4,887
Change+5,942 (+122%)
Value$554.3K (+$330.7K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares10,400 from 12,000
Change-1,600 (-13%)
Value$532 (-$548.5K)
Filed 2026-11-02
Key FInancial Inc
NEW
Shares10,350
Change+10,350
Value$529.8K
Filed 2026-11-02
Synergy Asset Management, LLC
NEW
Shares10,232
Change+10,232
Value$523.8K
Filed 2026-11-05
Keeler Thomas Management LLC
NEW
Shares9,726
Change+9,726
Value$497.9K
Filed 2026-10-29
Larson Financial Group LLC
NEW
Shares9,196
Change+9,196
Value$470.8K
Filed 2026-11-05
Zega Investments, LLC
NEW
Shares8,986
Change+8,986
Value$460.0K
Filed 2026-11-04
First Nebraska Trust Co
UNCHANGED
Shares8,679 from 8,679
Change0 (0%)
Value$444.2K (+$47.1K)
Filed 2026-10-30
Claro Advisors Inc.
DECREASED
Shares8,237 from 9,084
Change-847 (-9%)
Value$421.6K (+$6.1K)
Filed 2026-11-02
Worth Asset Management, LLC
NEW
Shares8,090
Change+8,090
Value$414.1K
Filed 2026-10-07
Investment Research & Advisory Group, Inc.
NEW
Shares8,003
Change+8,003
Value$463.6K
Filed 2026-10-19
Financial Security Advisor, Inc.
DECREASED
Shares7,887 from 8,183
Change-296 (-4%)
Value$403.7K (+$29.3K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
DECREASED
Shares7,806 from 8,869
Change-1,063 (-12%)
Value$399.6K (-$6.2K)
Filed 2026-11-02
Raleigh Capital Management Inc.
DECREASED
Shares7,504 from 8,311
Change-807 (-10%)
Value$384.1K (+$3.9K)
Filed 2026-10-28
Ashton Thomas Securities, LLC
INCREASED
Shares7,206 from 6,505
Change+701 (+11%)
Value$368.9K (+$71.3K)
Filed 2026-10-26
Carrera Capital Advisors
DECREASED
Shares6,906 from 6,986
Change-80 (-1%)
Value$353.5K (+$33.9K)
Filed 2026-11-03
Unique Wealth, LLC
UNCHANGED
Shares6,616 from 6,616
Change0 (0%)
Value$338.7K (+$36.0K)
Filed 2026-10-16
Plan A Wealth LLC
DECREASED
Shares6,615 from 7,536
Change-921 (-12%)
Value$338.6K (-$6.2K)
Filed 2026-10-08
Centerpoint Advisors, LLC
DECREASED
Shares6,051 from 12,104
Change-6,053 (-50%)
Value$310 (-$553.7K)
Filed 2026-11-05
Meritas Wealth Management, LLC
NEW
Shares5,900
Change+5,900
Value$302.0K
Filed 2026-10-14
Kestra Investment Management, LLC
DECREASED
Shares5,609 from 6,058
Change-449 (-7%)
Value$287.1K (+$10.0K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$286.7K (+$30.5K)
Filed 2026-10-27
Moneco Advisors, LLC
NEW
Shares5,522
Change+5,522
Value$282.6K
Filed 2026-11-05
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares5,339 from 5,339
Change0 (0%)
Value$273.3K (+$29.0K)
Filed 2026-10-19
RFG Advisory, LLC
NEW
Shares5,026
Change+5,026
Value$257.3K
Filed 2026-11-03
SLT Holdings LLC
NEW
Shares4,871
Change+4,871
Value$249.3K
Filed 2026-10-15
JAG Capital Management, LLC
INCREASED
Shares4,769 from 4,525
Change+244 (+5%)
Value$244.1K (+$37.1K)
Filed 2026-11-06
Elm3 Financial Group, LLC
INCREASED
Shares4,621 from 4,372
Change+249 (+6%)
Value$236.5K (+$36.5K)
Filed 2026-10-07
Presilium Private Wealth, LLC
DECREASED
Shares4,420 from 7,397
Change-2,977 (-40%)
Value$226.3K (-$112.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
DECREASED
Shares4,417 from 5,457
Change-1,040 (-19%)
Value$226.1K (-$23.6K)
Filed 2026-10-29
Cullen T Bankers, Inc.
NEW
Shares4,413
Change+4,413
Value$225.9K
Filed 2026-10-28
Lewis Asset Management, LLC
DECREASED
Shares4,359 from 5,157
Change-798 (-15%)
Value$223.1K (-$12.8K)
Filed 2026-10-14
Envision Financial LLC
NEW
Shares4,241
Change+4,241
Value$217.1K
Filed 2026-10-15
Howard Bailey Securities, LLC
DECREASED
Shares4,128 from 5,797
Change-1,669 (-29%)
Value$211.3K (-$53.9K)
Filed 2026-10-27
Cushing Capital Partners, LLC
NEW
Shares4,126
Change+4,126
Value$211.2K
Filed 2026-10-20
Outlook Wealth Advisors, LLC
NEW
Shares4,056
Change+4,056
Value$207.6K
Filed 2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED
Shares2,902 from 2,902
Change0 (0%)
Value$148.6K (+$15.8K)
Filed 2026-10-23
Clayton Financial Group LLC
NEW
Shares2,392
Change+2,392
Value$122.4K
Filed 2026-10-13
Kingdom Financial Group Llc.
INCREASED
Shares2,053 from 654
Change+1,399 (+214%)
Value$105.1K (+$75.2K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares2,003 from 1,548
Change+455 (+29%)
Value$102.5K (+$31.7K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares1,881 from 1,453
Change+428 (+29%)
Value$96.3K (+$29.8K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,359 from 1,000
Change+359 (+36%)
Value$69.6K (+$23.9K)
Filed 2026-10-16
Zions Bancorporation, National Association
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$68.2K (+$7.3K)
Filed 2026-11-06
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,322 from 1,567
Change-245 (-16%)
Value$67.7K (-$4.0K)
Filed 2026-11-02
NorthAvenue LLC
UNCHANGED
Shares1,057 from 1,057
Change0 (0%)
Value$54.1K (+$5.8K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW
Shares867
Change+867
Value$44.4K
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$41.3K (+$4.4K)
Filed 2026-11-06
Global Trust Asset Management, LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$34.1K (+$3.6K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
NEW
Shares600
Change+600
Value$31.1K
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$30.3K (+$3.2K)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares575 from 1,278
Change-703 (-55%)
Value$29.4K (-$29.0K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares563 from 500
Change+63 (+13%)
Value$28.8K (+$5.9K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares477 from 363
Change+114 (+31%)
Value$24.4K (+$7.8K)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares419
Change+419
Value$21.4K
Filed 2026-11-04
Golden State Wealth Management, LLC
NEW
Shares379
Change+379
Value$19.4K
Filed 2026-11-02
Lanark Financial, Inc.
NEW
Shares356
Change+356
Value$18.2K
Filed 2026-10-26
Buck Wealth Strategies, LLC
DECREASED
Shares324 from 613
Change-289 (-47%)
Value$16.6K (-$11.5K)
Filed 2026-10-28
Rossby Financial, LCC
NEW
Shares321
Change+321
Value$16.4K
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$7.6K (+$805)
Filed 2026-10-30
Davis Capital Management
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$6.6K (+$696)
Filed 2026-10-08
Toth Financial Advisory Corp
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.8K (+$511)
Filed 2026-10-08
CoreCap Advisors, LLC
NEW
Shares78
Change+78
Value$4.0K
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.9K (+$310)
Filed 2026-10-23
First Command Advisory Services, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.7K (+$283)
Filed 2026-11-05
Networth Advisors, LLC
DECREASED
Shares48 from 64
Change-16 (-25%)
Value$2.5K (-$462)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.4K (+$147)
Filed 2026-10-08
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$46 ($0)
Filed 2026-11-06
Wealth Group Ltd
CLOSED
Shares0 from 22,423
Change-22,423 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-07
Strategic Planning Group, LLC
CLOSED
Shares0 from 5,958
Change-5,958 (-100%)
Value$0 (-$272.6K)
Filed 2026-10-22
Tactive Advisors, LLC
CLOSED
Shares0 from 5,375
Change-5,375 (-100%)
Value$0 (-$245.9K)
Filed 2026-10-08
US Bancorp \de\
CLOSED
Shares0 from 1,617
Change-1,617 (-100%)
Value$0 (-$74.0K)
Filed 2026-11-05
Wellington Grp LLC
CLOSED
Shares0 from 845
Change-845 (-100%)
Value$0 (-$33.4K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$11.9K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-28
Kennebec Savings Bank
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-22
Bank of America Corp
N/A
Shares— from 16,355,994
Change-16,355,994 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,967,074
Change-14,967,074 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,323,610
Change-8,323,610 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,117,217
Change-8,117,217 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,415,921
Change-6,415,921 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 5,111,150
Change-5,111,150 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,249,954
Change-4,249,954 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,120,465
Change-3,120,465 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,983,417
Change-2,983,417 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,789,021
Change-2,789,021 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,494,324
Change-2,494,324 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,414,494
Change-2,414,494 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,273,385
Change-2,273,385 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,975,690
Change-1,975,690 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,138,388
Change-1,138,388 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,112,874
Change-1,112,874 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,008,371
Change-1,008,371 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,003,856
Change-1,003,856 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 888,000
Change-888,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 848,053
Change-848,053 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 611,590
Change-611,590 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 587,368
Change-587,368 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 510,082
Change-510,082 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 484,517
Change-484,517 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 463,243
Change-463,243 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 418,856
Change-418,856 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 417,093
Change-417,093 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 414,220
Change-414,220 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 387,737
Change-387,737 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 378,775
Change-378,775 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 364,333
Change-364,333 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 353,353
Change-353,353 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 351,115
Change-351,115 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 323,512
Change-323,512 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 295,002
Change-295,002 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 276,620
Change-276,620 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 273,376
Change-273,376 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 266,044
Change-266,044 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 247,922
Change-247,922 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 243,330
Change-243,330 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 176,838
Change-176,838 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 158,038
Change-158,038 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 158,010
Change-158,010 (-100%)
Value—
&partners
N/A
Shares— from 156,509
Change-156,509 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 152,996
Change-152,996 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 146,408
Change-146,408 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 139,162
Change-139,162 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 138,433
Change-138,433 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 138,140
Change-138,140 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 135,666
Change-135,666 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 129,421
Change-129,421 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 118,215
Change-118,215 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 106,605
Change-106,605 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 103,813
Change-103,813 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 97,216
Change-97,216 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 96,322
Change-96,322 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 89,838
Change-89,838 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 89,218
Change-89,218 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 88,355
Change-88,355 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 83,621
Change-83,621 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 77,182
Change-77,182 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 75,525
Change-75,525 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 70,569
Change-70,569 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 64,672
Change-64,672 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 63,569
Change-63,569 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 63,068
Change-63,068 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 60,546
Change-60,546 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 60,174
Change-60,174 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 59,189
Change-59,189 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 58,706
Change-58,706 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,531
Change-57,531 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 57,322
Change-57,322 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 55,246
Change-55,246 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 53,081
Change-53,081 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,424
Change-52,424 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 50,916
Change-50,916 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 47,735
Change-47,735 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 45,839
Change-45,839 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 45,811
Change-45,811 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 39,586
Change-39,586 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 38,038
Change-38,038 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 37,401
Change-37,401 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 37,174
Change-37,174 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 36,183
Change-36,183 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 34,133
Change-34,133 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 34,107
Change-34,107 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 33,731
Change-33,731 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 33,242
Change-33,242 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 31,118
Change-31,118 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 29,809
Change-29,809 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 27,931
Change-27,931 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 26,564
Change-26,564 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 26,558
Change-26,558 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 25,578
Change-25,578 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 24,114
Change-24,114 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 22,887
Change-22,887 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,434
Change-22,434 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 21,032
Change-21,032 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,015
Change-16,015 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 15,625
Change-15,625 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,317
Change-14,317 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,909
Change-13,909 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 13,858
Change-13,858 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,016
Change-13,016 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,882
Change-12,882 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 12,769
Change-12,769 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 11,528
Change-11,528 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 9,865
Change-9,865 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,657
Change-8,657 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,645
Change-8,645 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 8,557
Change-8,557 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 7,778
Change-7,778 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 7,073
Change-7,073 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 6,422
Change-6,422 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,255
Change-6,255 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 931
Change-931 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 611
Change-611 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 411
Change-411 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 240
Change-240 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 122
Change-122 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 67
Change-67 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 63
Change-63 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
LPL Financial LLC
INCREASED17,593,42414,069,290+3,524,134+25%$643.7M$900.6M+$256.9M2026-11-06
Allworth Financial LP
INCREASED3,408,1912,504,123+904,068+36%$114.6M$155.9M+$41.4M2026-11-06
Merit Financial Group, LLC
DECREASED3,196,5233,224,520-27,997-1%$147.5M$163.6M+$16.1M2026-11-06
Traphagen Investment Advisors LLC
DECREASED2,113,1092,167,764-54,655-3%$99.2M$108.2M+$9.0M2026-10-14
Krilogy Financial LLC
DECREASED1,670,6121,714,245-43,633-3%$78.4M$88.4M+$9.9M2026-10-13
Parallel Advisors, LLC
DECREASED1,662,3281,742,062-79,734-5%$79.7M$85.1M+$5.4M2026-11-03
Commonwealth Equity Services, LLC
INCREASED1,515,8061,119,059+396,747+35%$51.2M$77.6M+$26.4M2026-11-02
Goldstein Advisors, LLC
DECREASED1,131,0511,219,257-88,206-7%$55.8M$57.9M+$2.1M2026-10-15
RVW Wealth, LLC
INCREASED1,110,7201,018,265+92,455+9%$46.6M$56.9M+$10.3M2026-10-06
StoneX Group Inc.
DECREASED1,063,7661,065,482-1,7160%$48.7M$54.5M+$5.7M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED935,563547,526+388,037+71%$25.0M$47.9K-$25.0M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED604,07716,383+587,694+3587%$749.5K$30.9M+$30.2M2026-10-16
Wilkerson Advisory Group LLC
INCREASED596,066589,559+6,507+1%$27.0M$30.5M+$3.5M2026-10-20
MKP Capital Management, L.L.C.
INCREASED561,700219,000+342,700+156%$10.0M$28.8M+$18.7M2026-11-04
Sepio Capital, LP
INCREASED548,263545,660+2,603+0%$25.0M$28.1M+$3.1M2026-10-22
Ledyard National Bank
INCREASED543,226516,246+26,980+5%$23.6M$27.8M+$4.2M2026-10-21
Allen Capital Group, LLC
INCREASED455,173444,975+10,198+2%$20.4M$23.3M+$2.9M2026-10-27
Wealthcare Advisory Partners LLC
INCREASED455,09957,365+397,734+693%$2.6M$23.3M+$20.7M2026-10-21
Truist Financial Corp
INCREASED454,782383,126+71,656+19%$17.5M$23.3M+$5.8M2026-10-30
Teamwork Financial Advisors, LLC
NEW424,999—+424,999——$21.8M—2026-10-19
Financial Enhancement Group LLC
DECREASED414,586473,000-58,414-12%$21.6M$21.7M+$34.8K2026-10-08
Beacon Capital Management, Inc.
DECREASED412,730468,265-55,535-12%$21.4M$21.1M-$295.5K2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED411,381411,38100%$18.8M$18.8M$02026-10-22
Landmark Wealth Management, LLC
DECREASED381,107431,865-50,758-12%$19.8M$19.5M-$249.0K2026-11-03
Sowa Financial Group, Inc.
DECREASED322,850327,766-4,916-1%$15.0M$16.5K-$15.0M2026-10-26
Weil Company, Inc.
INCREASED319,301242,305+76,996+32%$11.1M$16.3M+$5.3M2026-10-14
Flagship Harbor Advisors, LLC
INCREASED280,185245,410+34,775+14%$11.2M$14.3M+$3.1M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED266,562264,998+1,564+1%$12.6M$14.1M+$1.5M2026-10-13
Hudock, Inc.
DECREASED254,979304,086-49,107-16%$13.9M$13.1M-$859.6K2026-10-14
Triumph Capital Management
INCREASED227,413188,512+38,901+21%$8.6M$11.6M+$3.0M2026-10-14
Financial Designs Corp
INCREASED225,542216,677+8,865+4%$9.9M$11.5M+$1.6M2026-10-09
Atria Investments, Inc
DECREASED214,128229,827-15,699-7%$10.5M$11.0M+$446.6K2026-10-15
Gerber, LLC
INCREASED210,953204,726+6,227+3%$9.4M$10.8M+$1.4M2026-10-21
Trademark Financial Management, LLC
INCREASED194,201183,185+11,016+6%$8.4M$9.9M+$1.6M2026-10-23
Cornerstone Wealth Group, LLC
INCREASED189,284179,819+9,465+5%$8.2M$9.7M+$1.5M2026-11-02
Exchange Traded Concepts, LLC
DECREASED182,731209,302-26,571-13%$9.6M$9.4M-$221.6K2026-10-28
Accordant Advisory Group Inc
NEW176,242—+176,242——$9.0M—2026-10-29
Clarity Asset Management, Inc.
DECREASED173,795182,519-8,724-5%$8.4M$8.9M+$546.3K2026-10-14
Huntleigh Advisors, Inc.
INCREASED172,849168,238+4,611+3%$7.7M$8.8M+$1.2M2026-11-03
Simplicity Wealth,LLC
DECREASED157,455176,424-18,969-11%$8.1M$8.1M-$11.3K2026-10-23
Bank of New York Mellon Corp
INCREASED155,996154,293+1,703+1%$7.1M$8.0M+$926.5K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED148,25226,369+121,883+462%$1.2M$7.6M+$6.4M2026-10-16
Boyce & Associates Wealth Consulting, Inc.
INCREASED148,08185,992+62,089+72%$3.9M$7.6M+$3.6M2026-10-14
Fifth Third Bancorp
DECREASED145,062153,810-8,748-6%$7.0M$7.4M+$389.0K2026-11-05
Financial Guidance Group, Inc.
INCREASED142,088132,598+9,490+7%$6.1M$7.3M+$1.2M2026-10-21
Fortis Group Advisors, LLC
NEW138,451—+138,451——$7.5M—2026-11-06
Cornerstone Wealth Management, LLC
INCREASED130,393100,861+29,532+29%$4.6M$6.7M+$2.1M2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED127,966104,421+23,545+23%$4.8M$6.6M+$1.8M2026-10-19
KPP Advisory Services LLC
INCREASED126,26585,126+41,139+48%$3.9M$6.5M+$2.6M2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED125,30446,362+78,942+170%$2.1M$6.4M+$4.3M2026-10-14
Bank of New Hampshire
NEW118,284—+118,284——$6.1M—2026-10-06
Vista Investment Partners II, LLC
NEW110,558—+110,558——$5.7M—2026-10-15
Kestra Advisory Services, LLC
INCREASED106,86571,433+35,432+50%$3.3M$5.5M+$2.2M2026-11-02
Future Financial Wealth Managment LLC
NEW103,994—+103,994——$5.3M—2026-10-15
Oppenheimer & Co Inc
INCREASED101,1189,322+91,796+985%$426.5K$5.2M+$4.7M2026-10-26
Kennedy Investment Group, Inc.
INCREASED99,84091,987+7,853+9%$4.2M$5.1M+$902.4K2026-10-21
Summit Asset Management, LLC
INCREASED95,16992,993+2,176+2%$4.3M$4.9M+$617.3K2026-11-05
Mechanics Bank Trust Department
INCREASED89,07287,002+2,070+2%$4.0M$4.6M+$579.3K2026-10-13
Cadent Capital Advisors, LLC
NEW87,987—+87,987——$4.5M—2026-10-09
Hidden Cove Wealth Management, LLC
NEW84,671—+84,671——$4.3M—2026-10-19
WBI Investments, LLC
INCREASED80,35473,834+6,520+9%$3.4M$4.1M+$735.4K2026-11-05
Farther Finance Advisors, LLC
DECREASED79,63984,061-4,422-5%$3.8M$4.1M+$230.1K2026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
NEW76,367—+76,367——$3.9M—2026-10-14
Cap Partners, LLC
DECREASED67,55675,355-7,799-10%$3.4M$3.5M+$10.7K2026-10-19
Meridian Wealth Management, LLC
NEW64,975—+64,975——$3.3M—2026-11-05
Vista Investment Partners LLC
DECREASED64,91567,555-2,640-4%$3.1M$3.3M+$232.4K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED64,03568,915-4,880-7%$3.2M$3.3M+$125.1K2026-11-04
Annex Advisory Services, LLC
DECREASED62,92972,965-10,036-14%$3.3M$3.2M-$116.8K2026-10-16
M.E. Allison & Co., Inc.
INCREASED62,75449,458+13,296+27%$2.3M$3.2M+$949.7K2026-10-09
Maia Wealth LLC
INCREASED60,04040,120+19,920+50%$1.8M$3.1M+$1.2M2026-10-19
Kestra Private Wealth Services, LLC
INCREASED59,79537,993+21,802+57%$1.7M$3.1M+$1.3M2026-11-06
BlueChip Wealth Advisors LLC
INCREASED57,91333,648+24,265+72%$1.5M$3.0M+$1.4M2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED56,72853,813+2,915+5%$2.5M$2.9M+$441.9K2026-10-20
D.A. Davidson & Co.
INCREASED56,47540,051+16,424+41%$1.8M$2.9M+$1.1M2026-10-28
Sagespring Wealth Partners, LLC
INCREASED56,26047,810+8,450+18%$2.2M$2.9M+$692.6K2026-10-22
Regions Financial Corp
INCREASED53,62147,056+6,565+14%$2.2M$2.7M+$592.0K2026-11-05
Global Assets Advisory, LLC
INCREASED53,54652,465+1,081+2%$2.4M$2.8M+$356.9K2026-10-28
FIG Financial Advisory Services Inc
NEW51,098—+51,098——$2.6M—2026-10-07
Moors & Cabot, Inc.
INCREASED50,01834,130+15,888+47%$1.6M$2.6M+$999.0K2026-11-06
Stonebridge Financial Planning Group, LLC
INCREASED46,95611,691+35,265+302%$534.9K$2.4M+$1.9M2026-11-06
Sigma Planning Corp
INCREASED45,90745,689+218+0%$2.1M$2.4M+$259.7K2026-10-23
Nations Financial Group Inc,
INCREASED45,25744,059+1,198+3%$2.0M$2.3M+$301.0K2026-11-05
Comprehensive Financial Planning, Inc.
INCREASED43,69543,277+418+1%$2.0M$2.2M+$256.8K2026-10-27
Optivise Advisory Services LLC
INCREASED37,34534,128+3,217+9%$1.6M$1.9M+$350.4K2026-10-19
Titleist Asset Management, LLC
INCREASED34,55826,193+8,365+32%$1.2M$1.8M+$570.7K2026-10-08
Laurel Wealth Planning LLC
NEW34,507—+34,507——$1.8M—2026-11-02
Embree Financial Group
INCREASED30,92329,312+1,611+6%$1.3M$1.6M+$241.9K2026-10-22
Prospera Financial Services Inc
INCREASED30,30216,887+13,415+79%$772.6K$1.6M+$875.0K2026-11-04
NWF Advisory Services Inc.
NEW30,225—+30,225——$1.5M—2026-10-19
Independent Financial Group, LLC
INCREASED28,24725,248+2,999+12%$1.2M$1.4M+$290.9K2026-10-13
Jacobi Capital Management LLC
INCREASED26,78421,092+5,692+27%$965.0K$1.4M+$406.1K2026-11-05
Omnitrust Wealth Management, Inc
NEW26,638—+26,638——$1.4M—2026-11-02
GK Wealth Management LLC
NEW26,333—+26,333——$1.3M—2026-10-09
Tempus Wealth Planning, LLC
NEW25,645—+25,645——$1.3M—2026-10-14
Revisor Wealth Management LLC
NEW25,480—+25,480——$1.3M—2026-10-20
Sylvest Advisors, LLC
NEW24,837—+24,837——$1.3M—2026-10-26
J.W. Cole Advisors, Inc.
NEW24,755—+24,755——$1.3M—2026-11-05
Money Concepts Capital Corp
INCREASED23,75721,403+2,354+11%$979.2K$1.2M+$236.9K2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED23,68621,532+2,154+10%$985.1K$1.2M+$227.4K2026-10-13
DDD Partners, LLC
DECREASED23,10724,294-1,187-5%$1.1M$1.2M+$71.4K2026-11-02
Mirae Asset Global Investments Co., Ltd.
NEW22,000—+22,000——$1.1M—2026-11-03
Integras Partners LLC
INCREASED21,53416,417+5,117+31%$751.1K$1.1M+$351.2K2026-10-30
Wespac Advisors, LLC
NEW21,086—+21,086——$1.1M—2026-10-26
Visionary Wealth Advisors
INCREASED20,75819,800+958+5%$905.8K$1.1M+$156.8K2026-11-04
Davenport & Co LLC
INCREASED20,44519,882+563+3%$909.6K$1.0M+$137.0K2026-10-14
Focus Financial Network, Inc.
NEW20,341—+20,341——$1.0M—2026-10-14
Spinnaker Investment Group, LLC
DECREASED20,13920,932-793-4%$957.6K$1.0M+$73.3K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED20,08315,236+4,847+32%$697.0K$1.0M+$331.0K2026-10-23
Summit Financial Wealth Advisors, LLC
DECREASED19,87919,954-750%$912.9K$1.0M+$104.7K2026-10-15
Creative Planning
INCREASED19,82817,495+2,333+13%$800.4K$1.0M+$214.6K2026-11-02
Arsenal Capital Advisors LLC
INCREASED19,72818,948+780+4%$866.9K$1.0M+$143.0K2026-11-02
Mather Group, Llc.
DECREASED17,76320,603-2,840-14%$942.6K$909.3K-$33.3K2026-10-14
Private Trust Co NA
INCREASED16,82414,203+2,621+18%$649.8K$861.2K+$211.4K2026-10-20
HB Wealth Management, LLC
NEW16,313—+16,313——$835.1K—2026-10-23
Axxcess Wealth Management, LLC
DECREASED15,98217,110-1,128-7%$782.8K$818.1K+$35.3K2026-10-21
Intrua Financial, LLC
INCREASED14,70014,243+457+3%$651.6K$752.5K+$100.8K2026-10-28
Convergence Financial, LLC
INCREASED14,5697,790+6,779+87%$356.4K$745.8K+$389.4K2026-10-27
Compound Planning, Inc.
INCREASED14,3539,386+4,967+53%$429.4K$734.8K+$305.3K2026-11-05
Level Four Advisory Services, LLC
NEW14,350—+14,350——$734.6K—2026-11-06
Secure Asset Management, LLC
INCREASED13,49413,344+150+1%$610.5K$690.8K+$80.3K2026-10-19
International Assets Investment Management, LLC
NEW12,975—+12,975——$676.1K—2026-11-02
Carnegie Investment Counsel
NEW12,226—+12,226——$625.8K—2026-10-20
Ocean Park Asset Management, LLC
DECREASED11,97115,107-3,136-21%$691.1K$612.8K-$78.4K2026-10-21
PNC Financial Services Group, Inc.
INCREASED11,83511,572+263+2%$529.4K$605.8K+$76.4K2026-11-06
New Wave Wealth Advisors LLC
DECREASED11,52432,195-20,671-64%$1.5M$613.1K-$859.8K2026-10-19
Indivisible Partners
INCREASED11,4118,125+3,286+40%$371.7K$584.2K+$212.4K2026-10-26
Rubicon Advisors, GP
UNCHANGED11,23411,23400%$514.0K$575.1K+$61.1K2026-10-23
Redwood Family Wealth LLC
INCREASED11,18611,181+5+0%$511.5K$572.6K+$61.1K2026-10-20
Balentine LLC
UNCHANGED11,09011,09000%$507.4K$567.7K+$60.3K2026-11-03
First American Bank
INCREASED11,0528,711+2,341+27%$398.5K$565.8K+$167.2K2026-10-27
Wedbush Securities Inc
NEW11,045—+11,045——$565—2026-10-22
WealthBridge Capital Management, LLC
INCREASED10,8294,887+5,942+122%$223.6K$554.3K+$330.7K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED10,40012,000-1,600-13%$549.0K$532-$548.5K2026-11-02
Key FInancial Inc
NEW10,350—+10,350——$529.8K—2026-11-02
Synergy Asset Management, LLC
NEW10,232—+10,232——$523.8K—2026-11-05
Keeler Thomas Management LLC
NEW9,726—+9,726——$497.9K—2026-10-29
Larson Financial Group LLC
NEW9,196—+9,196——$470.8K—2026-11-05
Zega Investments, LLC
NEW8,986—+8,986——$460.0K—2026-11-04
First Nebraska Trust Co
UNCHANGED8,6798,67900%$397.1K$444.2K+$47.1K2026-10-30
Claro Advisors Inc.
DECREASED8,2379,084-847-9%$415.6K$421.6K+$6.1K2026-11-02
Worth Asset Management, LLC
NEW8,090—+8,090——$414.1K—2026-10-07
Investment Research & Advisory Group, Inc.
NEW8,003—+8,003——$463.6K—2026-10-19
Financial Security Advisor, Inc.
DECREASED7,8878,183-296-4%$374.4K$403.7K+$29.3K2026-11-03
Lloyd Advisory Services, Llc.
DECREASED7,8068,869-1,063-12%$405.8K$399.6K-$6.2K2026-11-02
Raleigh Capital Management Inc.
DECREASED7,5048,311-807-10%$380.2K$384.1K+$3.9K2026-10-28
Ashton Thomas Securities, LLC
INCREASED7,2066,505+701+11%$297.6K$368.9K+$71.3K2026-10-26
Carrera Capital Advisors
DECREASED6,9066,986-80-1%$319.6K$353.5K+$33.9K2026-11-03
Unique Wealth, LLC
UNCHANGED6,6166,61600%$302.7K$338.7K+$36.0K2026-10-16
Plan A Wealth LLC
DECREASED6,6157,536-921-12%$344.8K$338.6K-$6.2K2026-10-08
Centerpoint Advisors, LLC
DECREASED6,05112,104-6,053-50%$554.0K$310-$553.7K2026-11-05
Meritas Wealth Management, LLC
NEW5,900—+5,900——$302.0K—2026-10-14
Kestra Investment Management, LLC
DECREASED5,6096,058-449-7%$277.1K$287.1K+$10.0K2026-11-04
Tortuga Wealth Management, Inc
UNCHANGED5,6005,60000%$256.2K$286.7K+$30.5K2026-10-27
Moneco Advisors, LLC
NEW5,522—+5,522——$282.6K—2026-11-05
Blue Zone Wealth Advisors, LLC
UNCHANGED5,3395,33900%$244.3K$273.3K+$29.0K2026-10-19
RFG Advisory, LLC
NEW5,026—+5,026——$257.3K—2026-11-03
SLT Holdings LLC
NEW4,871—+4,871——$249.3K—2026-10-15
JAG Capital Management, LLC
INCREASED4,7694,525+244+5%$207.0K$244.1K+$37.1K2026-11-06
Elm3 Financial Group, LLC
INCREASED4,6214,372+249+6%$200.0K$236.5K+$36.5K2026-10-07
Presilium Private Wealth, LLC
DECREASED4,4207,397-2,977-40%$338.4K$226.3K-$112.2K2026-10-26
Signature Equity Partners, LLC
DECREASED4,4175,457-1,040-19%$249.7K$226.1K-$23.6K2026-10-29
Cullen T Bankers, Inc.
NEW4,413—+4,413——$225.9K—2026-10-28
Lewis Asset Management, LLC
DECREASED4,3595,157-798-15%$235.9K$223.1K-$12.8K2026-10-14
Envision Financial LLC
NEW4,241—+4,241——$217.1K—2026-10-15
Howard Bailey Securities, LLC
DECREASED4,1285,797-1,669-29%$265.2K$211.3K-$53.9K2026-10-27
Cushing Capital Partners, LLC
NEW4,126—+4,126——$211.2K—2026-10-20
Outlook Wealth Advisors, LLC
NEW4,056—+4,056——$207.6K—2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED2,9022,90200%$132.8K$148.6K+$15.8K2026-10-23
Clayton Financial Group LLC
NEW2,392—+2,392——$122.4K—2026-10-13
Kingdom Financial Group Llc.
INCREASED2,053654+1,399+214%$29.9K$105.1K+$75.2K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED2,0031,548+455+29%$70.8K$102.5K+$31.7K2026-11-05
Assetmark, Inc
INCREASED1,8811,453+428+29%$66.5K$96.3K+$29.8K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED1,3591,000+359+36%$45.8K$69.6K+$23.9K2026-10-16
Zions Bancorporation, National Association
UNCHANGED1,3331,33300%$61.0K$68.2K+$7.3K2026-11-06
Quest 10 Wealth Builders, Inc.
DECREASED1,3221,567-245-16%$71.7K$67.7K-$4.0K2026-11-02
NorthAvenue LLC
UNCHANGED1,0571,05700%$48.4K$54.1K+$5.8K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
NEW867—+867——$44.4K—2026-10-14
Clearstead Advisors, LLC
UNCHANGED80880800%$37.0K$41.3K+$4.4K2026-11-06
Global Trust Asset Management, LLC
UNCHANGED66766700%$30.5K$34.1K+$3.6K2026-10-19
Allspring Global Investments Holdings, LLC
NEW600—+600——$31.1K—2026-11-04
Westside Investment Management, Inc.
UNCHANGED59259200%$27.1K$30.3K+$3.2K2026-11-02
Blue Trust, Inc.
DECREASED5751,278-703-55%$58.5K$29.4K-$29.0K2026-10-15
Creative Financial Designs Inc
INCREASED563500+63+13%$22.9K$28.8K+$5.9K2026-11-04
IFP Advisors, Inc
INCREASED477363+114+31%$16.6K$24.4K+$7.8K2026-10-16
Nova Financial LLC
NEW419—+419——$21.4K—2026-11-04
Golden State Wealth Management, LLC
NEW379—+379——$19.4K—2026-11-02
Lanark Financial, Inc.
NEW356—+356——$18.2K—2026-10-26
Buck Wealth Strategies, LLC
DECREASED324613-289-47%$28.0K$16.6K-$11.5K2026-10-28
Rossby Financial, LCC
NEW321—+321——$16.4K—2026-11-05
Spire Wealth Management
UNCHANGED14814800%$6.8K$7.6K+$8052026-10-30
Davis Capital Management
UNCHANGED12812800%$5.9K$6.6K+$6962026-10-08
Toth Financial Advisory Corp
UNCHANGED949400%$4.3K$4.8K+$5112026-10-08
CoreCap Advisors, LLC
NEW78—+78——$4.0K—2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED575700%$2.6K$2.9K+$3102026-10-23
First Command Advisory Services, Inc.
UNCHANGED525200%$2.4K$2.7K+$2832026-11-05
Networth Advisors, LLC
DECREASED4864-16-25%$2.9K$2.5K-$4622026-11-03
Gamma Investing LLC
UNCHANGED272700%$1.2K$1.4K+$1472026-10-08
Russell Investments Group, Ltd.
UNCHANGED1100%$46$46$02026-11-06
Wealth Group Ltd
CLOSED022,423-22,423-100%$1.0M$0-$1.0M2026-10-07
Strategic Planning Group, LLC
CLOSED05,958-5,958-100%$272.6K$0-$272.6K2026-10-22
Tactive Advisors, LLC
CLOSED05,375-5,375-100%$245.9K$0-$245.9K2026-10-08
US Bancorp \de\
CLOSED01,617-1,617-100%$74.0K$0-$74.0K2026-11-05
Wellington Grp LLC
CLOSED0845-845-100%$33.4K$0-$33.4K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0260-260-100%$11.9K$0-$11.9K2026-11-06
MCF Advisors LLC
CLOSED0178-178-100%$8.1K$0-$8.1K2026-10-28
Kennebec Savings Bank
CLOSED069-69-100%$3.2K$0-$3.2K2026-10-22
Bank of America Corp
N/A—16,355,994-16,355,994-100%$748.3M———
Morgan Stanley
N/A—14,967,074-14,967,074-100%$684.7M———
Wells Fargo & Company
N/A—8,323,610-8,323,610-100%$380.8M———
Northwestern Mutual Wealth Management Co
N/A—8,117,217-8,117,217-100%$371.4M———
Raymond James Financial Inc
N/A—6,415,921-6,415,921-100%$293.5M———
Victory Capital Management Inc
N/A—5,111,150-5,111,150-100%$233.8M———
UBS Group AG
N/A—4,249,954-4,249,954-100%$194.4M———
Ameriprise Financial Inc
N/A—3,120,465-3,120,465-100%$142.9M———
HighTower Advisors, LLC
N/A—2,983,417-2,983,417-100%$136.5M———
Modern Wealth Management, LLC
N/A—2,789,021-2,789,021-100%$127.6M———
Envestnet Asset Management Inc
N/A—2,494,324-2,494,324-100%$114.1M———
Royal Bank of Canada
N/A—2,414,494-2,414,494-100%$110.5M———
Composition Wealth, LLC
N/A—2,273,385-2,273,385-100%$104.0M———
Great Valley Advisor Group, Inc.
N/A—1,975,690-1,975,690-100%$90.4M———
Sanctuary Advisors, LLC
N/A—1,138,388-1,138,388-100%$52.1M———
Keystone Financial Group
N/A—1,112,874-1,112,874-100%$50.9M———
Private Advisor Group, LLC
N/A—1,008,371-1,008,371-100%$46.1M———
Madison Asset Management, LLC
N/A—1,003,856-1,003,856-100%$45.9M———
Two Sigma Investments, LP
N/A—888,000-888,000-100%$40.6M———
Osaic Holdings, Inc.
N/A—848,053-848,053-100%$38.8M———
Orion Porfolio Solutions, LLC
N/A—611,590-611,590-100%$28.0M———
Rockefeller Capital Management L.P.
N/A—587,368-587,368-100%$26.9M———
Jones Financial Companies Lllp
N/A—510,082-510,082-100%$23.6M———
Marble Wealth, LLC
N/A—484,517-484,517-100%$22.2M———
Atlas Wealth LLC
N/A—463,243-463,243-100%$21.2M———
Cetera Investment Advisers
N/A—418,856-418,856-100%$19.2M———
Summit Financial, LLC
N/A—417,093-417,093-100%$19.1M———
Adapt Wealth Advisors, LLC
N/A—414,220-414,220-100%$19.0M———
Kirkwood Financial Services
N/A—387,737-387,737-100%$17.8M———
Stifel Financial Corp
N/A—378,775-378,775-100%$17.3M———
Gotham Asset Management, LLC
N/A—364,333-364,333-100%$16.7M———
CFO4Life Group, LLC
N/A—353,353-353,353-100%$16.2M———
Foundations Investment Advisors, LLC
N/A—351,115-351,115-100%$16.1M———
Fort Point Capital Partners LLC
N/A—323,512-323,512-100%$13.8M———
OneAscent Financial Services LLC
N/A—295,002-295,002-100%$13.5M———
Legacy Financial Advisors, Inc.
N/A—276,620-276,620-100%$12.7M———
MML Investors Services, LLC
N/A—273,376-273,376-100%$12.5M———
Western Wealth Management, LLC
N/A—266,044-266,044-100%$12.2M———
Advance Capital Management, Inc.
N/A—247,922-247,922-100%$11.3M———
Silver OAK Securities, Incorporated
N/A—243,330-243,330-100%$11.1M———
Pine Valley Investments Ltd Liability Co
N/A—176,838-176,838-100%$8.1M———
JPMorgan Chase & Co
N/A—158,038-158,038-100%$7.3M———
OneAscent Wealth Management LLC
N/A—158,010-158,010-100%$7.2M———
&partners
N/A—156,509-156,509-100%$7.2M———
Ausdal Financial Partners, Inc.
N/A—152,996-152,996-100%$7.0M———
Atlantic Family Wealth, LLC
N/A—146,408-146,408-100%$6.7M———
Goldman Sachs Group Inc
N/A—139,162-139,162-100%$6.4M———
Equitable Holdings, Inc.
N/A—138,433-138,433-100%$6.3M———
Maridea Wealth Management LLC
N/A—138,140-138,140-100%$6.3M———
Aptus Capital Advisors, LLC
N/A—135,666-135,666-100%$6.2M———
McGowan Group Asset Management, Inc.
N/A—129,421-129,421-100%$5.9M———
Integrated Wealth Concepts LLC
N/A—118,215-118,215-100%$5.4M———
Qube Research & Technologies Ltd
N/A—106,605-106,605-100%$4.9M———
Magnolia Capital Advisors LLC
N/A—103,813-103,813-100%$4.7M———
Legacy Capital Group California, Inc.
N/A—97,216-97,216-100%$4.4M———
Janney Montgomery Scott LLC
N/A—96,322-96,322-100%$4.4M———
Greykasell Wealth Strategies, Inc.
N/A—89,838-89,838-100%$4.1M———
Northeast Planning Associates, Inc. / NH /
N/A—89,218-89,218-100%$3.9M———
Tradition Wealth Management, LLC
N/A—88,355-88,355-100%$4.0M———
Spirepoint Private Client, LLC
N/A—83,621-83,621-100%$3.8M———
Goldstone Financial Group, LLC
N/A—77,182-77,182-100%$3.5M———
Xcelsior Advisor Partners LLC
N/A—75,525-75,525-100%$3.5M———
Axis Wealth Partners, LLC
N/A—70,569-70,569-100%$3.2M———
Fiduciary Financial Advisors
N/A—64,672-64,672-100%$3.0M———
Steward Partners Investment Advisory, LLC
N/A—63,569-63,569-100%$2.9M———
Sequent Asset Management, LLC
N/A—63,068-63,068-100%$2.9M———
AE Wealth Management LLC
N/A—60,546-60,546-100%$2.8M———
Nutshell Asset Management Ltd
N/A—60,174-60,174-100%$2.8M———
RPS Advisory Solutions LLC
N/A—59,189-59,189-100%$2.7M———
Belpointe Asset Management LLC
N/A—58,706-58,706-100%$2.7M———
NewEdge Advisors, LLC
N/A—57,531-57,531-100%$2.6M———
Hilltop Holdings Inc.
N/A—57,322-57,322-100%$2.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—55,246-55,246-100%$2.5M———
Natixis Advisors, LLC
N/A—53,081-53,081-100%$2.4M———
Global Retirement Partners, LLC
N/A—52,424-52,424-100%$2.4M———
IHT Wealth Management, LLC
N/A—50,916-50,916-100%$2.3M———
Keel Point, LLC
N/A—47,735-47,735-100%$2.2M———
CreativeOne Wealth, LLC
N/A—45,839-45,839-100%$2.1M———
Barnes Pettey Financial Advisors, LLC
N/A—45,811-45,811-100%$2.1M———
J Hagan Capital, Inc.
N/A—39,586-39,586-100%$1.8M———
Stonebridge Financial Group, LLC / MO
N/A—38,038-38,038-100%$1.7M———
Benjamin Edwards Inc
N/A—37,401-37,401-100%$1.7M———
Rothschild Investment LLC
N/A—37,174-37,174-100%$1.7M———
Quadrature Capital Ltd
N/A—36,183-36,183-100%$1.7M———
OneAscent Family Office, LLC
N/A—34,133-34,133-100%$1.6M———
AQR Capital Management LLC
N/A—34,107-34,107-100%$1.6M———
Focus Partners Wealth
N/A—33,731-33,731-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—33,242-33,242-100%$1.5M———
WCG Wealth Advisors LLC
N/A—31,118-31,118-100%$1.4M———
NewEdge Wealth, LLC
N/A—29,809-29,809-100%$1.4M———
GeoWealth Management, LLC
N/A—27,931-27,931-100%$1.3M———
Brown Advisory Inc
N/A—26,564-26,564-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—26,558-26,558-100%$1.2M———
Sound View Wealth Advisors Group, LLC
N/A—25,578-25,578-100%$1.2M———
Yukon Wealth Management, Inc.
N/A—24,114-24,114-100%$1.1M———
Mercer Global Advisors Inc
N/A—22,887-22,887-100%$1.0M———
Mariner, LLC
N/A—22,434-22,434-100%$1.0M———
Renaissance Technologies LLC
N/A—21,800-21,800-100%$997.4K———
GTS Securities LLC
N/A—21,032-21,032-100%$962.2K———
Cresset Asset Management, LLC
N/A—16,015-16,015-100%$732.7K———
Thoroughbred Financial Services, LLC
N/A—15,625-15,625-100%$714.0K———
Pinnacle Financial Partners, Inc.
N/A—14,317-14,317-100%$655.0K———
Baird Financial Group, Inc.
N/A—13,909-13,909-100%$636.3K———
GWN Securities Inc.
N/A—13,858-13,858-100%$634.0K———
Aspiring Ventures, LLC
N/A—13,300-13,300-100%$608.5K———
Cerity Partners LLC
N/A—13,016-13,016-100%$595.5K———
Arax Advisory Partners
N/A—12,882-12,882-100%$589.4K———
Caprock Group, LLC
N/A—12,769-12,769-100%$584.2K———
Nicolet Bankshares Inc
N/A—12,667-12,667-100%$594.0K———
Harbour Investments, Inc.
N/A—12,583-12,583-100%$575.7K———
LWM Advisory Services, LLC
N/A—11,528-11,528-100%$527.4K———
Snowden Capital Advisors LLC
N/A—10,055-10,055-100%$460.0K———
Byrne Financial Freedom, LLC
N/A—9,865-9,865-100%$451.3K———
FMR LLC
N/A—9,724-9,724-100%$444.9K———
Beacon Pointe Advisors, LLC
N/A—9,563-9,563-100%$437.5K———
Gateway Wealth Partners, LLC
N/A—8,657-8,657-100%$396.1K———
MAI Capital Management
N/A—8,645-8,645-100%$395.5K———
Kickstand Ventures, Llc.
N/A—8,557-8,557-100%$391.5K———
Prelude Capital Management, LLC
N/A—7,778-7,778-100%$355.8K———
Quantinno Capital Management LP
N/A—7,141-7,141-100%$326.7K———
SEI Investments Co
N/A—7,073-7,073-100%$323.6K———
Comprehensive Money Management Services LLC
N/A—6,949-6,949-100%$317.9K———
Savvy Advisors, Inc.
N/A—6,708-6,708-100%$306.9K———
Protective Life Corp
N/A—6,697-6,697-100%$306.4K———
Allie Family Office LLC
N/A—6,422-6,422-100%$293.8K———
SHP Wealth Management
N/A—6,364-6,364-100%$291.2K———
Cary Street Partners Financial LLC
N/A—6,255-6,255-100%$286.2K———
PFG Investments, LLC
N/A—5,822-5,822-100%$266.4K———
Captrust Financial Advisors
N/A—5,800-5,800-100%$265.4K———
BFC Planning, Inc.
N/A—5,701-5,701-100%$260.8K———
BlackRock, Inc.
N/A—5,700-5,700-100%$260.8K———
Madison Wealth Partners, Inc
N/A—5,443-5,443-100%$249.0K———
Whittier Trust Co of Nevada Inc
N/A—4,490-4,490-100%$213.1K———
Stelac Advisory Services LLC
N/A—4,465-4,465-100%$204.3K———
Advyzon Investment Management, LLC
N/A—4,435-4,435-100%$202.9K———
Advisory Services Network, LLC
N/A—4,421-4,421-100%$202.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—4,393-4,393-100%$201.0K———
Geneos Wealth Management Inc.
N/A—3,754-3,754-100%$171.7K———
PIN OAK Investment Advisors Inc
N/A—3,250-3,250-100%$149.0K———
IFG Advisory, LLC
N/A—2,573-2,573-100%$117.7K———
HM Payson & Co
N/A—2,475-2,475-100%$113.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,913-1,913-100%$87.5K———
Operose Advisors LLC
N/A—1,828-1,828-100%$83.6K———
Regatta Research & Money Management
N/A—931-931-100%$42.6K———
Vision Retirement, LLC
N/A—652-652-100%$29.8K———
Vanguard Advisers Inc
N/A—611-611-100%$28.0K———
UBS Asset Management Americas LLC
N/A—593-593-100%$27.1K———
Brown Brothers Harriman & Co
N/A—411-411-100%$18.8K———
Bruce G. Allen Investments, LLC
N/A—267-267-100%$12.2K———
National Bank of Canada
N/A—240-240-100%$11.0K———
Huntington National Bank
N/A—122-122-100%$5.6K———
Ancora Advisors LLCA
N/A—67-67-100%$3.1K———
Bessemer Group Inc
N/A—63-63-100%$3———
Tower Research Capital LLC (TRC)
N/A—6-6-100%$274———
Showing 360 of 360 institutions