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DAN Wedbush AI REV ETF (IVES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
NEW
Shares2,486,846
Change+2,486,846
Value$102.1K
Filed 2026-11-05
HighTower Advisors, LLC
DECREASED
Shares465,483 from 756,776
Change-291,293 (-38%)
Value$19.1M (-$9.7M)
Filed 2026-11-10
New Wave Wealth Advisors LLC
DECREASED
Shares271,225 from 280,218
Change-8,993 (-3%)
Value$11.2M (+$538.8K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares207,961 from 242,775
Change-34,814 (-14%)
Value$8.5K (-$9.2M)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares164,214 from 262,186
Change-97,972 (-37%)
Value$6.7K (-$10.0M)
Filed 2026-10-22
Titleist Asset Management, LLC
INCREASED
Shares140,101 from 131,658
Change+8,443 (+6%)
Value$5.8M (+$735.0K)
Filed 2026-10-08
Apollon Wealth Management, LLC
INCREASED
Shares55,547 from 55,330
Change+217 (+0%)
Value$2.3M (+$172.1K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares49,828 from 55,915
Change-6,087 (-11%)
Value$2.0M (-$84.9K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares46,415 from 41,294
Change+5,121 (+12%)
Value$1.9M (+$332.0K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
DECREASED
Shares44,621 from 65,575
Change-20,954 (-32%)
Value$1.9M (-$594.5K)
Filed 2026-10-09
Polaris Financial Partners
NEW
Shares41,191
Change+41,191
Value$1.7K
Filed 2026-10-02
First Heartland Consultants, Inc.
DECREASED
Shares40,543 from 55,763
Change-15,220 (-27%)
Value$1.7M (-$460.3K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares38,256 from 35,593
Change+2,663 (+7%)
Value$1.6M (+$214.9K)
Filed 2026-10-08
Pennsylvania Capital Management Inc
INCREASED
Shares36,567 from 36,533
Change+34 (+0%)
Value$1.5M (+$109.2K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares34,427 from 28,239
Change+6,188 (+22%)
Value$1.4M (+$337.3K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares33,242 from 43,793
Change-10,551 (-24%)
Value$1.4M (-$303.9K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares30,113 from 27,200
Change+2,913 (+11%)
Value$1.2M (+$199.8K)
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares29,424 from 29,094
Change+330 (+1%)
Value$1.2M (+$99.4K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares21,741 from 14,998
Change+6,743 (+45%)
Value$892.5K (+$321.0K)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares20,421 from 14,257
Change+6,164 (+43%)
Value$838.3K (+$295.1K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares20,113 from 20,113
Change0 (0%)
Value$766.3K ($0)
Filed 2026-11-06
Madden Securities Corp
UNCHANGED
Shares19,825 from 19,825
Change0 (0%)
Value$813.8K (+$58.5K)
Filed 2026-10-27
Griffin Asset Management, Inc.
UNCHANGED
Shares19,422 from 19,422
Change0 (0%)
Value$797.3K (+$57.3K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares19,199 from 20,444
Change-1,245 (-6%)
Value$788.1K (+$9.2K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares17,020 from 9,420
Change+7,600 (+81%)
Value$698.7K (+$339.8K)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares13,536
Change+13,536
Value$555.7K
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares13,022 from 14,422
Change-1,400 (-10%)
Value$534.6K (-$14.9K)
Filed 2026-10-27
HBK Sorce Advisory LLC
INCREASED
Shares11,550 from 11,428
Change+122 (+1%)
Value$384.5K (-$55.4K)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
DECREASED
Shares8,980 from 9,540
Change-560 (-6%)
Value$368.6K (+$5.2K)
Filed 2026-11-03
Tactive Advisors, LLC
NEW
Shares8,800
Change+8,800
Value$361.2K
Filed 2026-10-08
Box Hill Private Wealth LLC
INCREASED
Shares8,554 from 8,281
Change+273 (+3%)
Value$351.1K (+$35.6K)
Filed 2026-10-05
Krilogy Financial LLC
DECREASED
Shares8,056 from 17,076
Change-9,020 (-53%)
Value$333.4K (-$317.2K)
Filed 2026-10-13
CV Advisors LLC
UNCHANGED
Shares7,982 from 7,982
Change0 (0%)
Value$327.7K (+$23.5K)
Filed 2026-10-13
Kellett Wealth Advisors, LLC
UNCHANGED
Shares7,880 from 7,880
Change0 (0%)
Value$323.5K (+$23.2K)
Filed 2026-10-15
Bank of Montreal
DECREASED
Shares7,409 from 8,310
Change-901 (-11%)
Value$304.1K (-$12.5K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares7,000
Change+7,000
Value$287.4K
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares6,520 from 9,428
Change-2,908 (-31%)
Value$267.6K (-$91.6K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$266.8K (+$19.2K)
Filed 2026-10-13
Valmark Advisers, Inc.
UNCHANGED
Shares6,419 from 6,419
Change0 (0%)
Value$263.5K (+$18.9K)
Filed 2026-11-06
Clientfirst Wealth Management, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$246.3K (+$17.7K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED
Shares5,874 from 5,460
Change+414 (+8%)
Value$241.1K (+$33.1K)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
NEW
Shares5,541
Change+5,541
Value$227.4K
Filed 2026-10-20
Daymark Wealth Partners, LLC
NEW
Shares5,168
Change+5,168
Value$212.1K
Filed 2026-11-04
NTV Asset Management LLC
NEW
Shares5,000
Change+5,000
Value$205.3K
Filed 2026-10-23
Nfsg Corp
UNCHANGED
Shares3,115 from 3,115
Change0 (0%)
Value$127.9K (+$9.2K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares2,929 from 3,616
Change-687 (-19%)
Value$121.3K (-$15.6K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares2,251 from 3,100
Change-849 (-27%)
Value$92.4K (-$25.7K)
Filed 2026-11-06
Assetmark, Inc
NEW
Shares1,640
Change+1,640
Value$67.3K
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$65.3K (+$4.7K)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$50.3K (+$3.6K)
Filed 2026-10-16
Coston, McIsaac & Partners
DECREASED
Shares1,018 from 1,126
Change-108 (-10%)
Value$41.8K (+$41.8K)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$41.7K (+$3.0K)
Filed 2026-10-02
Pioneer Family Office, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$34.9K (+$2.5K)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$28.9K (+$2.1K)
Filed 2026-10-23
Harbour Investments, Inc.
NEW
Shares500
Change+500
Value$20.5K
Filed 2026-11-09
City State Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.5K (+$1.5K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$15.2K (+$1.1K)
Filed 2026-11-03
Milestone Investment Advisors LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$13.8K (+$988)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$13.5K (+$967)
Filed 2026-10-27
Lanark Financial, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.3K (+$885)
Filed 2026-10-26
Clearstead Advisors, LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$11.8K (+$850)
Filed 2026-11-06
Markowski Investments
NEW
Shares200
Change+200
Value$8.2K
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.2K (+$590)
Filed 2026-10-08
Russell Investments Group, Ltd.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$7.4K (+$534)
Filed 2026-11-06
Hughes Financial Services, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$6.6K (+$153)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares105 from 104
Change+1 (+1%)
Value$4.3K (+$348)
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.9K (+$208)
Filed 2026-10-26
Country Trust Bank
NEW
Shares66
Change+66
Value$2.7K
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.6K (+$186)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares40 from 38
Change+2 (+5%)
Value$1.6K (+$194)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.0K (+$73)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$328 (+$23)
Filed 2026-10-08
Avior Wealth Management, LLC
CLOSED
Shares0 from 106,132
Change-106,132 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-13
BXM Wealth LLC
CLOSED
Shares0 from 38,725
Change-38,725 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Marino, Stram & Associates LLC
CLOSED
Shares0 from 16,728
Change-16,728 (-100%)
Value$0 (-$637.3K)
Filed 2026-10-22
Ritholtz Wealth Management
CLOSED
Shares0 from 10,352
Change-10,352 (-100%)
Value$0 (-$394.4K)
Filed 2026-11-05
Seelaus Asset Management LLC
CLOSED
Shares0 from 7,365
Change-7,365 (-100%)
Value$0 (-$280.6K)
Filed 2026-10-14
Clear Point Advisors Inc.
CLOSED
Shares0 from 5,792
Change-5,792 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,688
Change-5,688 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 5,554
Change-5,554 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 5,342
Change-5,342 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,883
Change-3,883 (-100%)
Value$0 (-$147.2K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,352
Change-2,352 (-100%)
Value$0 (-$89.6K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-28
Stifel Financial Corp
N/A
Shares— from 280,685
Change-280,685 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 241,031
Change-241,031 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 172,418
Change-172,418 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 161,000
Change-161,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 112,247
Change-112,247 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 112,176
Change-112,176 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 78,827
Change-78,827 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 72,140
Change-72,140 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 68,417
Change-68,417 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 64,612
Change-64,612 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 60,187
Change-60,187 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 53,798
Change-53,798 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 53,427
Change-53,427 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 44,467
Change-44,467 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 35,384
Change-35,384 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 33,199
Change-33,199 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 31,926
Change-31,926 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 30,180
Change-30,180 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 30,139
Change-30,139 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 29,356
Change-29,356 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 27,522
Change-27,522 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,374
Change-23,374 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 21,521
Change-21,521 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 21,031
Change-21,031 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 18,653
Change-18,653 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,337
Change-15,337 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,247
Change-14,247 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 14,104
Change-14,104 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,644
Change-12,644 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,455
Change-12,455 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 10,559
Change-10,559 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,599
Change-7,599 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 6,334
Change-6,334 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,277
Change-6,277 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 684
Change-684 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 600
Change-600 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 490
Change-490 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 422
Change-422 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
UBS Group AG
N/A
Shares— from 49
Change-49 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17
Change-17 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 0
Change0
Value—
Status
Thrivent Financial for Lutherans
NEW2,486,846—+2,486,846——$102.1K—2026-11-05
HighTower Advisors, LLC
DECREASED465,483756,776-291,293-38%$28.8M$19.1M-$9.7M2026-11-10
New Wave Wealth Advisors LLC
DECREASED271,225280,218-8,993-3%$10.7M$11.2M+$538.8K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED207,961242,775-34,814-14%$9.3M$8.5K-$9.2M2026-11-02
Wedbush Securities Inc
DECREASED164,214262,186-97,972-37%$10.0M$6.7K-$10.0M2026-10-22
Titleist Asset Management, LLC
INCREASED140,101131,658+8,443+6%$5.0M$5.8M+$735.0K2026-10-08
Apollon Wealth Management, LLC
INCREASED55,54755,330+217+0%$2.1M$2.3M+$172.1K2026-10-23
Commonwealth Equity Services, LLC
DECREASED49,82855,915-6,087-11%$2.1M$2.0M-$84.9K2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED46,41541,294+5,121+12%$1.6M$1.9M+$332.0K2026-11-05
Castle Rock Wealth Management, LLC
DECREASED44,62165,575-20,954-32%$2.5M$1.9M-$594.5K2026-10-09
Polaris Financial Partners
NEW41,191—+41,191——$1.7K—2026-10-02
First Heartland Consultants, Inc.
DECREASED40,54355,763-15,220-27%$2.1M$1.7M-$460.3K2026-10-08
Farther Finance Advisors, LLC
INCREASED38,25635,593+2,663+7%$1.4M$1.6M+$214.9K2026-10-08
Pennsylvania Capital Management Inc
INCREASED36,56736,533+34+0%$1.4M$1.5M+$109.2K2026-11-05
Kestra Advisory Services, LLC
INCREASED34,42728,239+6,188+22%$1.1M$1.4M+$337.3K2026-11-02
LPL Financial LLC
DECREASED33,24243,793-10,551-24%$1.7M$1.4M-$303.9K2026-11-06
Independent Financial Group, LLC
INCREASED30,11327,200+2,913+11%$1.0M$1.2M+$199.8K2026-10-13
Verus Capital Partners, LLC
INCREASED29,42429,094+330+1%$1.1M$1.2M+$99.4K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED21,74114,998+6,743+45%$571.4K$892.5K+$321.0K2026-10-08
Sigma Planning Corp
INCREASED20,42114,257+6,164+43%$543.2K$838.3K+$295.1K2026-10-23
Allworth Financial LP
UNCHANGED20,11320,11300%$766.3K$766.3K$02026-11-06
Madden Securities Corp
UNCHANGED19,82519,82500%$755.3K$813.8K+$58.5K2026-10-27
Griffin Asset Management, Inc.
UNCHANGED19,42219,42200%$740.0K$797.3K+$57.3K2026-10-22
World Equity Group, Inc.
DECREASED19,19920,444-1,245-6%$778.9K$788.1K+$9.2K2026-10-14
Lido Advisors, LLC
INCREASED17,0209,420+7,600+81%$358.9K$698.7K+$339.8K2026-11-04
Simplex Trading, LLC
NEW13,536—+13,536——$555.7K—2026-11-04
VestGen Advisors, LLC
DECREASED13,02214,422-1,400-10%$549.5K$534.6K-$14.9K2026-10-27
HBK Sorce Advisory LLC
INCREASED11,55011,428+122+1%$439.9K$384.5K-$55.4K2026-11-06
Evolution Wealth Advisors, LLC
DECREASED8,9809,540-560-6%$363.5K$368.6K+$5.2K2026-11-03
Tactive Advisors, LLC
NEW8,800—+8,800——$361.2K—2026-10-08
Box Hill Private Wealth LLC
INCREASED8,5548,281+273+3%$315.5K$351.1K+$35.6K2026-10-05
Krilogy Financial LLC
DECREASED8,05617,076-9,020-53%$650.6K$333.4K-$317.2K2026-10-13
CV Advisors LLC
UNCHANGED7,9827,98200%$304.1K$327.7K+$23.5K2026-10-13
Kellett Wealth Advisors, LLC
UNCHANGED7,8807,88000%$300.2K$323.5K+$23.2K2026-10-15
Bank of Montreal
DECREASED7,4098,310-901-11%$316.6K$304.1K-$12.5K2026-11-09
Ascentis Independent Advisors
NEW7,000—+7,000——$287.4K—2026-11-03
Concurrent Investment Advisors, LLC
DECREASED6,5209,428-2,908-31%$359.2K$267.6K-$91.6K2026-10-16
Forvis Mazars Wealth Advisors, LLC
UNCHANGED6,5006,50000%$247.7K$266.8K+$19.2K2026-10-13
Valmark Advisers, Inc.
UNCHANGED6,4196,41900%$244.6K$263.5K+$18.9K2026-11-06
Clientfirst Wealth Management, LLC
UNCHANGED6,0006,00000%$228.6K$246.3K+$17.7K2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED5,8745,460+414+8%$208.0K$241.1K+$33.1K2026-10-14
Relyea Zuckerberg Hanson LLC
NEW5,541—+5,541——$227.4K—2026-10-20
Daymark Wealth Partners, LLC
NEW5,168—+5,168——$212.1K—2026-11-04
NTV Asset Management LLC
NEW5,000—+5,000——$205.3K—2026-10-23
Nfsg Corp
UNCHANGED3,1153,11500%$118.7K$127.9K+$9.2K2026-10-15
TD Waterhouse Canada Inc.
DECREASED2,9293,616-687-19%$136.9K$121.3K-$15.6K2026-10-16
PNC Financial Services Group, Inc.
DECREASED2,2513,100-849-27%$118.1K$92.4K-$25.7K2026-11-06
Assetmark, Inc
NEW1,640—+1,640——$67.3K—2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED1,5901,59000%$60.6K$65.3K+$4.7K2026-10-13
DiNuzzo Private Wealth, Inc.
UNCHANGED1,2251,22500%$46.7K$50.3K+$3.6K2026-10-16
Coston, McIsaac & Partners
DECREASED1,0181,126-108-10%$42$41.8K+$41.8K2026-11-06
Versant Capital Management, Inc
UNCHANGED1,0151,01500%$38.7K$41.7K+$3.0K2026-10-02
Pioneer Family Office, LLC
UNCHANGED85085000%$32.4K$34.9K+$2.5K2026-10-30
Valley National Advisers Inc
UNCHANGED70470400%$26.8K$28.9K+$2.1K2026-10-23
Harbour Investments, Inc.
NEW500—+500——$20.5K—2026-11-09
City State Bank
UNCHANGED50050000%$19.1K$20.5K+$1.5K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED37037000%$14.1K$15.2K+$1.1K2026-11-03
Milestone Investment Advisors LLC
UNCHANGED33533500%$12.8K$13.8K+$9882026-11-05
North Star Investment Management Corp.
UNCHANGED32832800%$12.5K$13.5K+$9672026-10-27
Lanark Financial, Inc.
UNCHANGED30030000%$11.4K$12.3K+$8852026-10-26
Clearstead Advisors, LLC
UNCHANGED28828800%$11.0K$11.8K+$8502026-11-06
Markowski Investments
NEW200—+200——$8.2K—2026-10-30
Gamma Investing LLC
UNCHANGED20020000%$7.6K$8.2K+$5902026-10-08
Russell Investments Group, Ltd.
UNCHANGED18118100%$6.9K$7.4K+$5342026-11-06
Hughes Financial Services, LLC
UNCHANGED16816800%$6.4K$6.6K+$1532026-10-30
SJS Investment Consulting Inc.
INCREASED105104+1+1%$4.0K$4.3K+$3482026-10-26
Abound Wealth Management
UNCHANGED707000%$2.7K$2.9K+$2082026-10-26
Country Trust Bank
NEW66—+66——$2.7K—2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED636300%$2.4K$2.6K+$1862026-10-23
Triumph Capital Management
INCREASED4038+2+5%$1.4K$1.6K+$1942026-10-14
Creative Financial Designs Inc
UNCHANGED252500%$953$1.0K+$732026-11-04
CoreCap Advisors, LLC
UNCHANGED8800%$305$328+$232026-10-08
Avior Wealth Management, LLC
CLOSED0106,132-106,132-100%$4.0M$0-$4.0M2026-10-13
BXM Wealth LLC
CLOSED038,725-38,725-100%$1.5M$0-$1.5M2026-11-03
Marino, Stram & Associates LLC
CLOSED016,728-16,728-100%$637.3K$0-$637.3K2026-10-22
Ritholtz Wealth Management
CLOSED010,352-10,352-100%$394.4K$0-$394.4K2026-11-05
Seelaus Asset Management LLC
CLOSED07,365-7,365-100%$280.6K$0-$280.6K2026-10-14
Clear Point Advisors Inc.
CLOSED05,792-5,792-100%$220.7K$0-$220.7K2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED05,688-5,688-100%$216.7K$0-$216.7K2026-10-16
Kingswood Wealth Advisors, LLC
CLOSED05,554-5,554-100%$211.6K$0-$211.6K2026-10-23
Prime Capital Investment Advisors, LLC
CLOSED05,342-5,342-100%$203.5K$0-$203.5K2026-10-20
International Assets Investment Management, LLC
CLOSED03,883-3,883-100%$147.2K$0-$147.2K2026-11-02
Institute for Wealth Management, Llc.
CLOSED02,352-2,352-100%$89.6K$0-$89.6K2026-11-06
MCF Advisors LLC
CLOSED091-91-100%$3.5K$0-$3.5K2026-10-28
Stifel Financial Corp
N/A—280,685-280,685-100%$10.7M———
Raymond James Financial Inc
N/A—241,031-241,031-100%$9.2M———
NewEdge Advisors, LLC
N/A—172,418-172,418-100%$6.6M———
Longitude (Cayman) Ltd.
N/A—161,000-161,000-100%$6.1M———
Cetera Investment Advisers
N/A—112,247-112,247-100%$4.3M———
Brown Advisory Inc
N/A—112,176-112,176-100%$4.3M———
Beacon Pointe Advisors, LLC
N/A—78,827-78,827-100%$3.0M———
Federation des caisses Desjardins du Quebec
N/A—72,140-72,140-100%$2.7M———
Snowden Capital Advisors LLC
N/A—68,417-68,417-100%$2.6M———
O'rourke & Company, Inc
N/A—64,612-64,612-100%$2.5M———
Citadel Advisors LLC
N/A—60,187-60,187-100%$2.3M———
AE Wealth Management LLC
N/A—53,798-53,798-100%$2.0M———
Qube Research & Technologies Ltd
N/A—53,427-53,427-100%$2.0M———
Captrust Financial Advisors
N/A—44,467-44,467-100%$1.7M———
Renaissance Technologies LLC
N/A—35,384-35,384-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—33,199-33,199-100%$1.3M———
Cozad Asset Management Inc
N/A—31,926-31,926-100%$1.2M———
Tripletail Wealth Management, LLC
N/A—30,180-30,180-100%$1.1M———
Mutual Advisors, LLC
N/A—30,139-30,139-100%$1.1M———
Janney Montgomery Scott LLC
N/A—29,356-29,356-100%$1.1M———
GTS Securities LLC
N/A—27,522-27,522-100%$1.0M———
Mariner, LLC
N/A—23,374-23,374-100%$890.5K———
Everstar Asset Management, LLC
N/A—21,521-21,521-100%$820.0K———
Sun Financial Inc
N/A—21,031-21,031-100%$818.7K———
Estate Planners Group, LLC
N/A—18,653-18,653-100%$710.7K———
Arax Advisory Partners
N/A—16,144-16,144-100%$615.1K———
MML Investors Services, LLC
N/A—16,036-16,036-100%$611.0K———
Cresset Asset Management, LLC
N/A—15,337-15,337-100%$584.3K———
Envestnet Asset Management Inc
N/A—14,247-14,247-100%$542.8K———
XTX Topco Ltd
N/A—14,104-14,104-100%$537.4K———
CIBC World Market Inc.
N/A—12,644-12,644-100%$481.7K———
Royal Bank of Canada
N/A—12,455-12,455-100%$475.0K———
First Wilshire Securities Management Inc
N/A—11,500-11,500-100%$438.2K———
Marex Group Ltd
N/A—10,559-10,559-100%$402.3K———
AQR Capital Management LLC
N/A—10,000-10,000-100%$381.0K———
Intellectus Partners, LLC
N/A—9,005-9,005-100%$343.1K———
FMR LLC
N/A—8,413-8,413-100%$320.5K———
Vines Capital Management, LLC
N/A—8,094-8,094-100%$308.4K———
Banque Cantonale Vaudoise
N/A—8,000-8,000-100%$305.0K———
Osaic Holdings, Inc.
N/A—7,599-7,599-100%$289.5K———
Runnymede Capital Advisors, Inc.
N/A—7,505-7,505-100%$285.9K———
Integrated Investment Consultants, LLC
N/A—6,334-6,334-100%$241.3K———
Morgan Stanley
N/A—6,277-6,277-100%$239.2K———
American Financial Advisors, LLC
N/A—6,080-6,080-100%$231.6K———
Wealth Alliance, LLC
N/A—5,585-5,585-100%$212.8K———
SlateStone Wealth, LLC
N/A—5,295-5,295-100%$202.0K———
Cascades Capital Asset Management, LLC
N/A—3,006-3,006-100%$114.5K———
Centaurus Financial, Inc.
N/A—2,800-2,800-100%$107.0K———
Innovative Asset Advisors Group, LLC
N/A—2,712-2,712-100%$103.3K———
Northwestern Mutual Wealth Management Co
N/A—2,346-2,346-100%$89.4K———
TD Capital Management LLC
N/A—1,084-1,084-100%$41.3K———
Steward Partners Investment Advisory, LLC
N/A—729-729-100%$27.8K———
Wells Fargo & Company
N/A—684-684-100%$26.1K———
National Bank of Canada
N/A—600-600-100%$22.8K———
JPMorgan Chase & Co
N/A—490-490-100%$18.3K———
Huntington National Bank
N/A—422-422-100%$16.1K———
Bogart Wealth, LLC
N/A—401-401-100%$15.3K———
BFC Planning, Inc.
N/A—196-196-100%$7.5K———
IMA Advisory Services, Inc.
N/A—76-76-100%$2.9K———
Sachetta, LLC
N/A—65-65-100%$2.5K———
UBS Group AG
N/A—49-49-100%$1.9K———
Anchor Investment Management, LLC
N/A—18-18-100%$686———
Jones Financial Companies Lllp
N/A—17-17-100%$615———
Kerr Financial Planning Corp
N/A—1-1-100%$39———
Fiduciary Financial Advisors
N/A—00—$2———
Showing 149 of 149 institutions