IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wisdomtree Yield Enhanced US (AGGY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WealthPlan Investment Management, LLC
INCREASED
Shares537,009 from 487,680
Change+49,329 (+10%)
Value$22.1M (+$909.7K)
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares510,863 from 1,138,628
Change-627,765 (-55%)
Value$21.0M (-$28.5M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares311,268 from 268,095
Change+43,173 (+16%)
Value$12.8M (+$1.2M)
Filed 2026-10-30
Grey Ledge Advisors, LLC
INCREASED
Shares292,295 from 282,749
Change+9,546 (+3%)
Value$11.8M (-$243.9K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares208,892 from 200,155
Change+8,737 (+4%)
Value$8.6M (-$100.5K)
Filed 2026-10-15
Broussard Financial Group LLC
INCREASED
Shares201,451 from 179,767
Change+21,684 (+12%)
Value$8.3M (+$479.5K)
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares178,621 from 15,784
Change+162,837 (+1032%)
Value$7.4M (+$6.7M)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares173,711 from 154,207
Change+19,504 (+13%)
Value$7.2M (+$448.5K)
Filed 2026-11-03
Optima Capital LLC
INCREASED
Shares128,149 from 103,998
Change+24,151 (+23%)
Value$5.3M (+$755.3K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares105,026 from 113,538
Change-8,512 (-7%)
Value$4.3M (-$611.7K)
Filed 2026-10-26
W.H. Cornerstone Investments Inc.
INCREASED
Shares85,361 from 31,017
Change+54,344 (+175%)
Value$3.5M (+$2.2M)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares85,056 from 43,232
Change+41,824 (+97%)
Value$3.5M (+$1.6M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares83,294 from 66,743
Change+16,551 (+25%)
Value$3.4M (+$528.0K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares68,920
Change+68,920
Value$2.8M
Filed 2026-11-03
WealthPoint Financial, LLC
INCREASED
Shares68,745 from 67,808
Change+937 (+1%)
Value$2.8M (-$117.4K)
Filed 2026-11-03
Sharper & Granite LLC
DECREASED
Shares67,572 from 71,391
Change-3,819 (-5%)
Value$2.9M (-$168.1K)
Filed 2026-11-02
American Financial & TAX Strategies Inc
DECREASED
Shares63,627 from 63,927
Change-300 (0%)
Value$2.6M (-$159.4K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares51,741 from 51,718
Change+23 (+0%)
Value$2.1M (-$118.0K)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares44,146 from 43,792
Change+354 (+1%)
Value$1.8M (-$86.1K)
Filed 2026-11-02
WealthPLAN Partners, LLC
INCREASED
Shares42,576 from 30,997
Change+11,579 (+37%)
Value$1.8M (+$405.5K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares41,421 from 28,195
Change+13,226 (+47%)
Value$1.7M (+$479.8K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares32,554 from 28,863
Change+3,691 (+13%)
Value$1.3M (+$85.6K)
Filed 2026-10-29
James Investment Research, Inc.
INCREASED
Shares29,704 from 28,203
Change+1,501 (+5%)
Value$1.2M (-$3.0K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
DECREASED
Shares25,673 from 35,680
Change-10,007 (-28%)
Value$1.1M (-$494.1K)
Filed 2026-10-16
David Kennon Inc
UNCHANGED
Shares24,427 from 24,427
Change0 (0%)
Value$1.0M (-$56.2K)
Filed 2026-10-13
Bison Wealth, LLC
DECREASED
Shares23,650 from 25,506
Change-1,856 (-7%)
Value$978.6K (-$130.5K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares21,726 from 18,534
Change+3,192 (+17%)
Value$895 (-$805.1K)
Filed 2026-10-26
Citizens Financial Group Inc
DECREASED
Shares19,493 from 271,805
Change-252,312 (-93%)
Value$802.7K (-$11.0M)
Filed 2026-10-23
Advisory Solutions Group, LLC
INCREASED
Shares19,281 from 8,001
Change+11,280 (+141%)
Value$794.0K (+$446.1K)
Filed 2026-10-14
Howard Bailey Securities, LLC
DECREASED
Shares18,962 from 19,587
Change-625 (-3%)
Value$780.9K (-$70.8K)
Filed 2026-10-27
Insight Advisors, LLC/ PA
DECREASED
Shares17,036 from 17,536
Change-500 (-3%)
Value$701.5K (-$60.9K)
Filed 2026-10-22
Trinity Wealth Management, LLC
DECREASED
Shares16,456 from 16,552
Change-96 (-1%)
Value$677.7K (-$42.0K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
DECREASED
Shares15,985 from 21,555
Change-5,570 (-26%)
Value$659.4K (-$282.3K)
Filed 2026-10-22
Diversify Advisory Services, LLC
DECREASED
Shares15,521 from 18,326
Change-2,805 (-15%)
Value$647.7K (-$138.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares15,521 from 18,326
Change-2,805 (-15%)
Value$647.7K (-$138.1K)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares14,567 from 14,317
Change+250 (+2%)
Value$599.9K (-$22.6K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares12,941 from 12,572
Change+369 (+3%)
Value$532.9K (-$13.7K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares12,191 from 13,926
Change-1,735 (-12%)
Value$502.0K (-$103.5K)
Filed 2026-10-08
Ejmk Ventures LLC
DECREASED
Shares11,872 from 12,592
Change-720 (-6%)
Value$488.9K (-$58.6K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares11,411 from 17,025
Change-5,614 (-33%)
Value$469.9K (-$270.3K)
Filed 2026-11-02
Lionshead Wealth Management, LLC
DECREASED
Shares10,615 from 10,753
Change-138 (-1%)
Value$437.1K (-$30.4K)
Filed 2026-10-21
Beacon Financial Advisory LLC
DECREASED
Shares9,861 from 11,831
Change-1,970 (-17%)
Value$406.1K (-$108.3K)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares9,347 from 9,578
Change-231 (-2%)
Value$384.9K (-$31.6K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares7,637 from 14,727
Change-7,090 (-48%)
Value$314.5K (-$325.8K)
Filed 2026-11-03
WBH Advisory Inc
NEW
Shares7,443
Change+7,443
Value$306.5K
Filed 2026-11-05
Worth Asset Management, LLC
DECREASED
Shares7,333 from 12,231
Change-4,898 (-40%)
Value$302.0K (-$229.8K)
Filed 2026-10-07
Creative Financial Designs Inc
INCREASED
Shares7,089 from 6,506
Change+583 (+9%)
Value$291.9K (+$9.0K)
Filed 2026-11-04
Form Wealth Advisors, LLC
INCREASED
Shares6,977 from 6,890
Change+87 (+1%)
Value$287.3K (-$12.3K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares6,841 from 6,931
Change-90 (-1%)
Value$281.7K (-$19.7K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares6,806 from 6,757
Change+49 (+1%)
Value$280.3K (-$13.5K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares6,365 from 6,338
Change+27 (+0%)
Value$262.1K (-$13.5K)
Filed 2026-10-08
Omni 360 Wealth, Inc.
INCREASED
Shares6,265 from 6,173
Change+92 (+1%)
Value$258.0K (-$10.4K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
UNCHANGED
Shares6,095 from 6,095
Change0 (0%)
Value$265.0K ($0)
Filed 2026-10-19
HF Advisory Group, LLC
INCREASED
Shares6,091 from 5,844
Change+247 (+4%)
Value$250.8K (-$3.3K)
Filed 2026-10-09
Town Capital LLC
UNCHANGED
Shares6,007 from 6,007
Change0 (0%)
Value$247.4K (-$13.8K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares5,863
Change+5,863
Value$242.3K
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares5,837 from 5,216
Change+621 (+12%)
Value$240.4K (+$13.6K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares5,475 from 6,687
Change-1,212 (-18%)
Value$225.5K (-$65.3K)
Filed 2026-10-13
Reap Financial Group, LLC
DECREASED
Shares5,455 from 5,468
Change-13 (0%)
Value$224.6K (-$13.1K)
Filed 2026-11-02
Verdence Capital Advisors LLC
DECREASED
Shares5,022 from 5,076
Change-54 (-1%)
Value$206.8K (-$13.9K)
Filed 2026-10-26
Team Financial Group, LLC
DECREASED
Shares4,907 from 7,051
Change-2,144 (-30%)
Value$202.1K (-$104.5K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares4,600 from 1,887
Change+2,713 (+144%)
Value$189.4K (+$107.4K)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares3,536 from 3,801
Change-265 (-7%)
Value$145.6K (-$19.7K)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
DECREASED
Shares2,461 from 2,623
Change-162 (-6%)
Value$101.4K (-$12.7K)
Filed 2026-11-04
Breakwater Investment Management
DECREASED
Shares2,308 from 2,675
Change-367 (-14%)
Value$95.0K (-$21.3K)
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares2,232 from 2,355
Change-123 (-5%)
Value$91.9K (-$10.5K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$84.7K (-$4.7K)
Filed 2026-10-21
Covestor Ltd
INCREASED
Shares1,917 from 1,886
Change+31 (+2%)
Value$79 (-$81.9K)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$42.2K (-$2.4K)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$23.6K (-$1.3K)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$20.2K (-$1.1K)
Filed 2026-10-16
Caldwell Trust Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.4K (-$690)
Filed 2026-10-30
Townsend Asset Management Corp
INCREASED
Shares222 from 219
Change+3 (+1%)
Value$9.1K (-$390)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares182 from 209
Change-27 (-13%)
Value$7.5K (-$1.6K)
Filed 2026-10-20
Mcdonald Partners LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$7.1K (-$398)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$6.7K (-$375)
Filed 2026-10-30
Costello Asset Management, Inc
INCREASED
Shares141 from 139
Change+2 (+1%)
Value$5.8K (-$248)
Filed 2026-10-30
NBT Bank, N.A.
INCREASED
Shares127 from 100
Change+27 (+27%)
Value$5.2K (+$882)
Filed 2026-10-21
Trust Co of Vermont
NEW
Shares109
Change+109
Value$4.5K
Filed 2026-10-21
Planning Strategies Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$3.6K (-$202)
Filed 2026-10-02
Lloyd Advisory Services, Llc.
INCREASED
Shares47 from 46
Change+1 (+2%)
Value$1.9K (-$82)
Filed 2026-11-02
Spurstone Advisory Services, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$413 (-$21)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$124 (-$6)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 779,212
Change-779,212 (-100%)
Value$0 (-$33.9M)
Filed 2026-10-20
Heck Capital Advisors, LLC
CLOSED
Shares0 from 48,109
Change-48,109 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-14
Avestar Capital, LLC
CLOSED
Shares0 from 9,628
Change-9,628 (-100%)
Value$0 (-$418.6K)
Filed 2026-10-28
Alterna Wealth Management, Inc
CLOSED
Shares0 from 7,973
Change-7,973 (-100%)
Value$0 (-$346.7K)
Filed 2026-10-27
Retireful, LLC
CLOSED
Shares0 from 6,191
Change-6,191 (-100%)
Value$0 (-$269.2K)
Filed 2026-10-09
Meridian Financial Advisors, LLC
CLOSED
Shares0 from 5,693
Change-5,693 (-100%)
Value$0 (-$247.5K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
CLOSED
Shares0 from 4,889
Change-4,889 (-100%)
Value$0 (-$212.6K)
Filed 2026-11-02
Swmg, LLC
CLOSED
Shares0 from 4,726
Change-4,726 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-23
Acorn Financial Advisory Services Inc
CLOSED
Shares0 from 4,634
Change-4,634 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$5.6K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 4,044,512
Change-4,044,512 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,475,433
Change-1,475,433 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,334,752
Change-1,334,752 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 674,986
Change-674,986 (-100%)
Value—
UBS Group AG
N/A
Shares— from 629,921
Change-629,921 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 571,723
Change-571,723 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 416,811
Change-416,811 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 374,726
Change-374,726 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 329,835
Change-329,835 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 251,297
Change-251,297 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 246,679
Change-246,679 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 224,614
Change-224,614 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 207,623
Change-207,623 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 158,989
Change-158,989 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 142,257
Change-142,257 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 141,479
Change-141,479 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 136,717
Change-136,717 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 123,312
Change-123,312 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 118,986
Change-118,986 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 112,861
Change-112,861 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 107,327
Change-107,327 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 82,217
Change-82,217 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 80,302
Change-80,302 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 74,496
Change-74,496 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 73,837
Change-73,837 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 65,630
Change-65,630 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 62,597
Change-62,597 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 59,220
Change-59,220 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 57,002
Change-57,002 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 55,158
Change-55,158 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 50,703
Change-50,703 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 42,730
Change-42,730 (-100%)
Value—
Betterment LLC
N/A
Shares— from 35,708
Change-35,708 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 29,466
Change-29,466 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 27,661
Change-27,661 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 26,589
Change-26,589 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25,018
Change-25,018 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 23,903
Change-23,903 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 22,542
Change-22,542 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 21,061
Change-21,061 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 20,628
Change-20,628 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,225
Change-17,225 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,329
Change-15,329 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,219
Change-15,219 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 13,878
Change-13,878 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,836
Change-13,836 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 11,914
Change-11,914 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 11,259
Change-11,259 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,034
Change-11,034 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 10,081
Change-10,081 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 9,398
Change-9,398 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,814
Change-5,814 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 844
Change-844 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 692
Change-692 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
FMR LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 436
Change-436 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 332
Change-332 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 21
Change-21 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
WealthPlan Investment Management, LLC
INCREASED537,009487,680+49,329+10%$21.2M$22.1M+$909.7K2026-10-15
Savant Capital, LLC
DECREASED510,8631,138,628-627,765-55%$49.5M$21.0M-$28.5M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED311,268268,095+43,173+16%$11.7M$12.8M+$1.2M2026-10-30
Grey Ledge Advisors, LLC
INCREASED292,295282,749+9,546+3%$12.0M$11.8M-$243.9K2026-11-02
Atria Investments, Inc
INCREASED208,892200,155+8,737+4%$8.7M$8.6M-$100.5K2026-10-15
Broussard Financial Group LLC
INCREASED201,451179,767+21,684+12%$7.8M$8.3M+$479.5K2026-10-26
Beacon Financial Group
INCREASED178,62115,784+162,837+1032%$686.3K$7.4M+$6.7M2026-10-19
RFG Advisory, LLC
INCREASED173,711154,207+19,504+13%$6.7M$7.2M+$448.5K2026-11-03
Optima Capital LLC
INCREASED128,149103,998+24,151+23%$4.5M$5.3M+$755.3K2026-10-29
Lanark Financial, Inc.
DECREASED105,026113,538-8,512-7%$4.9M$4.3M-$611.7K2026-10-26
W.H. Cornerstone Investments Inc.
INCREASED85,36131,017+54,344+175%$1.3M$3.5M+$2.2M2026-11-03
Trilogy Capital Inc.
INCREASED85,05643,232+41,824+97%$1.9M$3.5M+$1.6M2026-10-20
Kestra Advisory Services, LLC
INCREASED83,29466,743+16,551+25%$2.9M$3.4M+$528.0K2026-11-02
Ascentis Independent Advisors
NEW68,920—+68,920——$2.8M—2026-11-03
WealthPoint Financial, LLC
INCREASED68,74567,808+937+1%$2.9M$2.8M-$117.4K2026-11-03
Sharper & Granite LLC
DECREASED67,57271,391-3,819-5%$3.1M$2.9M-$168.1K2026-11-02
American Financial & TAX Strategies Inc
DECREASED63,62763,927-3000%$2.8M$2.6M-$159.4K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED51,74151,718+23+0%$2.2M$2.1M-$118.0K2026-10-14
Golden State Wealth Management, LLC
INCREASED44,14643,792+354+1%$1.9M$1.8M-$86.1K2026-11-02
WealthPLAN Partners, LLC
INCREASED42,57630,997+11,579+37%$1.3M$1.8M+$405.5K2026-10-15
Bank of New York Mellon Corp
INCREASED41,42128,195+13,226+47%$1.2M$1.7M+$479.8K2026-11-05
Integrity Alliance, Llc.
INCREASED32,55428,863+3,691+13%$1.3M$1.3M+$85.6K2026-10-29
James Investment Research, Inc.
INCREASED29,70428,203+1,501+5%$1.2M$1.2M-$3.0K2026-10-22
Concurrent Investment Advisors, LLC
DECREASED25,67335,680-10,007-28%$1.6M$1.1M-$494.1K2026-10-16
David Kennon Inc
UNCHANGED24,42724,42700%$1.1M$1.0M-$56.2K2026-10-13
Bison Wealth, LLC
DECREASED23,65025,506-1,856-7%$1.1M$978.6K-$130.5K2026-10-13
Park Avenue Securities LLC
INCREASED21,72618,534+3,192+17%$806.0K$895-$805.1K2026-10-26
Citizens Financial Group Inc
DECREASED19,493271,805-252,312-93%$11.8M$802.7K-$11.0M2026-10-23
Advisory Solutions Group, LLC
INCREASED19,2818,001+11,280+141%$347.9K$794.0K+$446.1K2026-10-14
Howard Bailey Securities, LLC
DECREASED18,96219,587-625-3%$851.6K$780.9K-$70.8K2026-10-27
Insight Advisors, LLC/ PA
DECREASED17,03617,536-500-3%$762.5K$701.5K-$60.9K2026-10-22
Trinity Wealth Management, LLC
DECREASED16,45616,552-96-1%$719.7K$677.7K-$42.0K2026-10-13
Symphony Financial, Ltd. Co.
DECREASED15,98521,555-5,570-26%$941.7K$659.4K-$282.3K2026-10-22
Diversify Advisory Services, LLC
DECREASED15,52118,326-2,805-15%$785.8K$647.7K-$138.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED15,52118,326-2,805-15%$785.8K$647.7K-$138.1K2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED14,56714,317+250+2%$622.5K$599.9K-$22.6K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED12,94112,572+369+3%$546.6K$532.9K-$13.7K2026-10-21
Farther Finance Advisors, LLC
DECREASED12,19113,926-1,735-12%$605.5K$502.0K-$103.5K2026-10-08
Ejmk Ventures LLC
DECREASED11,87212,592-720-6%$547.5K$488.9K-$58.6K2026-10-21
Creative Planning
DECREASED11,41117,025-5,614-33%$740.2K$469.9K-$270.3K2026-11-02
Lionshead Wealth Management, LLC
DECREASED10,61510,753-138-1%$467.5K$437.1K-$30.4K2026-10-21
Beacon Financial Advisory LLC
DECREASED9,86111,831-1,970-17%$514.4K$406.1K-$108.3K2026-10-16
Larson Financial Group LLC
DECREASED9,3479,578-231-2%$416.5K$384.9K-$31.6K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED7,63714,727-7,090-48%$640.3K$314.5K-$325.8K2026-11-03
WBH Advisory Inc
NEW7,443—+7,443——$306.5K—2026-11-05
Worth Asset Management, LLC
DECREASED7,33312,231-4,898-40%$531.8K$302.0K-$229.8K2026-10-07
Creative Financial Designs Inc
INCREASED7,0896,506+583+9%$282.9K$291.9K+$9.0K2026-11-04
Form Wealth Advisors, LLC
INCREASED6,9776,890+87+1%$299.6K$287.3K-$12.3K2026-10-13
Simplicity Wealth,LLC
DECREASED6,8416,931-90-1%$301.4K$281.7K-$19.7K2026-10-23
United Advisor Group, LLC
INCREASED6,8066,757+49+1%$293.8K$280.3K-$13.5K2026-11-03
CoreCap Advisors, LLC
INCREASED6,3656,338+27+0%$275.6K$262.1K-$13.5K2026-10-08
Omni 360 Wealth, Inc.
INCREASED6,2656,173+92+1%$268.4K$258.0K-$10.4K2026-10-13
Acorn Wealth Advisors, LLC
UNCHANGED6,0956,09500%$265.0K$265.0K$02026-10-19
HF Advisory Group, LLC
INCREASED6,0915,844+247+4%$254.1K$250.8K-$3.3K2026-10-09
Town Capital LLC
UNCHANGED6,0076,00700%$261.2K$247.4K-$13.8K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW5,863—+5,863——$242.3K—2026-10-13
Commonwealth Equity Services, LLC
INCREASED5,8375,216+621+12%$226.8K$240.4K+$13.6K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED5,4756,687-1,212-18%$290.8K$225.5K-$65.3K2026-10-13
Reap Financial Group, LLC
DECREASED5,4555,468-130%$237.8K$224.6K-$13.1K2026-11-02
Verdence Capital Advisors LLC
DECREASED5,0225,076-54-1%$220.7K$206.8K-$13.9K2026-10-26
Team Financial Group, LLC
DECREASED4,9077,051-2,144-30%$306.6K$202.1K-$104.5K2026-10-30
Fifth Third Bancorp
INCREASED4,6001,887+2,713+144%$82.0K$189.4K+$107.4K2026-11-05
Evolution Wealth Management Inc.
DECREASED3,5363,801-265-7%$165.3K$145.6K-$19.7K2026-10-28
Tounjian Advisory Partners, LLC
DECREASED2,4612,623-162-6%$114.1K$101.4K-$12.7K2026-11-04
Breakwater Investment Management
DECREASED2,3082,675-367-14%$116.3K$95.0K-$21.3K2026-10-20
SBI Securities Co., Ltd.
DECREASED2,2322,355-123-5%$102.4K$91.9K-$10.5K2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED2,0572,05700%$89.4K$84.7K-$4.7K2026-10-21
Covestor Ltd
INCREASED1,9171,886+31+2%$82.0K$79-$81.9K2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED1,0251,02500%$44.6K$42.2K-$2.4K2026-10-22
Key FInancial Inc
UNCHANGED57357300%$24.9K$23.6K-$1.3K2026-11-02
IFP Advisors, Inc
UNCHANGED49149100%$21.3K$20.2K-$1.1K2026-10-16
Caldwell Trust Co
UNCHANGED30030000%$13.0K$12.4K-$6902026-10-30
Townsend Asset Management Corp
INCREASED222219+3+1%$9.5K$9.1K-$3902026-10-29
Private Trust Co NA
DECREASED182209-27-13%$9.1K$7.5K-$1.6K2026-10-20
Mcdonald Partners LLC
UNCHANGED17317300%$7.5K$7.1K-$3982026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED16316300%$7.1K$6.7K-$3752026-10-30
Costello Asset Management, Inc
INCREASED141139+2+1%$6.0K$5.8K-$2482026-10-30
NBT Bank, N.A.
INCREASED127100+27+27%$4.3K$5.2K+$8822026-10-21
Trust Co of Vermont
NEW109—+109——$4.5K—2026-10-21
Planning Strategies Inc.
UNCHANGED888800%$3.8K$3.6K-$2022026-10-02
Lloyd Advisory Services, Llc.
INCREASED4746+1+2%$2.0K$1.9K-$822026-11-02
Spurstone Advisory Services, LLC
UNCHANGED101000%$434$413-$212026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED3300%$130$124-$62026-11-04
Balance Wealth Partners LLC
NEW0—0——$0—2026-10-27
Prime Capital Investment Advisors, LLC
CLOSED0779,212-779,212-100%$33.9M$0-$33.9M2026-10-20
Heck Capital Advisors, LLC
CLOSED048,109-48,109-100%$2.1M$0-$2.1M2026-10-14
Avestar Capital, LLC
CLOSED09,628-9,628-100%$418.6K$0-$418.6K2026-10-28
Alterna Wealth Management, Inc
CLOSED07,973-7,973-100%$346.7K$0-$346.7K2026-10-27
Retireful, LLC
CLOSED06,191-6,191-100%$269.2K$0-$269.2K2026-10-09
Meridian Financial Advisors, LLC
CLOSED05,693-5,693-100%$247.5K$0-$247.5K2026-10-14
Quadcap Wealth Management, LLC
CLOSED04,889-4,889-100%$212.6K$0-$212.6K2026-11-02
Swmg, LLC
CLOSED04,726-4,726-100%$203.6K$0-$203.6K2026-10-23
Acorn Financial Advisory Services Inc
CLOSED04,634-4,634-100%$201.5K$0-$201.5K2026-11-02
Citigroup Inc
CLOSED0128-128-100%$5.6K$0-$5.6K2026-11-04
Bank of America Corp
N/A—4,044,512-4,044,512-100%$175.9M———
LPL Financial LLC
N/A—1,475,433-1,475,433-100%$64.2M———
Mercer Global Advisors Inc
N/A—1,334,752-1,334,752-100%$58.0M———
Prestige Wealth Management Group LLC
N/A—674,986-674,986-100%$29.3M———
UBS Group AG
N/A—629,921-629,921-100%$27.4M———
HighTower Advisors, LLC
N/A—571,723-571,723-100%$24.9M———
Morgan Stanley
N/A—416,811-416,811-100%$18.1M———
Raymond James Financial Inc
N/A—374,726-374,726-100%$16.3M———
First Foundation Advisors
N/A—329,835-329,835-100%$14.3M———
Smartleaf Asset Management LLC
N/A—251,297-251,297-100%$11.0M———
Ameriprise Financial Inc
N/A—246,679-246,679-100%$10.7M———
Fiduciary Financial Advisors
N/A—224,614-224,614-100%$9.8M———
Cetera Investment Advisers
N/A—207,623-207,623-100%$9.0M———
Vestmark Advisory Solutions, Inc.
N/A—158,989-158,989-100%$6.9M———
Private Advisor Group, LLC
N/A—142,257-142,257-100%$6.2M———
Stifel Financial Corp
N/A—141,479-141,479-100%$6.2M———
Osaic Holdings, Inc.
N/A—136,717-136,717-100%$5.9M———
Envestnet Asset Management Inc
N/A—123,312-123,312-100%$5.4M———
Wells Fargo & Company
N/A—118,986-118,986-100%$5.2M———
Oxinas Partners, LLC
N/A—112,861-112,861-100%$4.9M———
JPMorgan Chase & Co
N/A—107,327-107,327-100%$4.7M———
Captrust Financial Advisors
N/A—82,217-82,217-100%$3.6M———
MML Investors Services, LLC
N/A—80,302-80,302-100%$3.5M———
Freedom Investment Management, Inc.
N/A—74,496-74,496-100%$3.2M———
Goldman Sachs Group Inc
N/A—73,837-73,837-100%$3.2M———
Mariner, LLC
N/A—65,630-65,630-100%$2.9M———
Main Street Financial Solutions, LLC
N/A—62,597-62,597-100%$2.7M———
UBS Asset Management Americas LLC
N/A—59,220-59,220-100%$2.6M———
Harbour Investments, Inc.
N/A—57,002-57,002-100%$2.5M———
Sanctuary Advisors, LLC
N/A—55,158-55,158-100%$2.4M———
AE Wealth Management LLC
N/A—50,703-50,703-100%$2.2M———
JT Stratford LLC
N/A—42,730-42,730-100%$1.9M———
Betterment LLC
N/A—35,708-35,708-100%$1.6M———
Waverly Advisors, LLC
N/A—29,466-29,466-100%$1.3M———
Segall Bryant & Hamill, LLC
N/A—27,661-27,661-100%$1.2M———
Empirical Asset Management, LLC
N/A—26,589-26,589-100%$1.2M———
Jones Financial Companies Lllp
N/A—25,018-25,018-100%$1.1M———
WIN Advisors, Inc
N/A—23,903-23,903-100%$1.0M———
Winch Advisory Services, LLC
N/A—22,542-22,542-100%$980.1K———
Gateway Wealth Partners, LLC
N/A—21,061-21,061-100%$915.7K———
Webster Bank, N. A.
N/A—20,628-20,628-100%$896.9K———
Goldstone Financial Group, LLC
N/A—19,900-19,900-100%$865.3K———
Jane Street Group, LLC
N/A—17,225-17,225-100%$748.9K———
Summit Financial, LLC
N/A—15,329-15,329-100%$666.5K———
Citadel Advisors LLC
N/A—15,219-15,219-100%$661.7K———
Barnes Wealth Management Group, Inc
N/A—13,878-13,878-100%$603.4K———
Global Retirement Partners, LLC
N/A—13,836-13,836-100%$601.6K———
McNamara Financial Services, Inc.
N/A—13,021-13,021-100%$566.2K———
NewSquare Capital LLC
N/A—12,945-12,945-100%$562.8K———
Capstone Financial Advisors, Inc.
N/A—12,925-12,925-100%$562.0K———
Gallagher Fiduciary Advisors, LLC
N/A—11,914-11,914-100%$518.0K———
Twin Capital Management Inc
N/A—11,536-11,536-100%$501.6K———
Hopwood Nicholas Hunter
N/A—11,259-11,259-100%$489.6K———
Integrated Wealth Concepts LLC
N/A—11,090-11,090-100%$482.2K———
Arkadios Wealth Advisors
N/A—11,034-11,034-100%$479.8K———
PSI Advisors, LLC
N/A—10,081-10,081-100%$438.3K———
Merit Financial Group, LLC
N/A—9,622-9,622-100%$418.4K———
Sun Financial Inc
N/A—9,398-9,398-100%$401.1K———
OneDigital Investment Advisors LLC
N/A—8,402-8,402-100%$365.3K———
CVA Family Office, LLC
N/A—7,895-7,895-100%$343.3K———
Gambit Capital Management, LLC
N/A—6,295-6,295-100%$273.7K———
Focus Partners Advisor Solutions, LLC
N/A—6,173-6,173-100%$268.4K———
Centaurus Financial, Inc.
N/A—5,814-5,814-100%$253.0K———
Western Wealth Management, LLC
N/A—5,562-5,562-100%$241.8K———
Redwood Investment Management, LLC
N/A—4,715-4,715-100%$205.0K———
Frazier Financial Advisors, LLC
N/A—3,627-3,627-100%$157.7K———
Royal Bank of Canada
N/A—3,304-3,304-100%$144.0K———
Aptus Capital Advisors, LLC
N/A—2,944-2,944-100%$128.0K———
Institute for Wealth Management, Llc.
N/A—1,721-1,721-100%$74.8K———
IMA Advisory Services, Inc.
N/A—1,400-1,400-100%$60.9K———
Darwin Wealth Management, LLC
N/A—1,141-1,141-100%$49.6K———
Geneos Wealth Management Inc.
N/A—900-900-100%$39.1K———
Bank of Montreal
N/A—844-844-100%$36.4K———
SHP Wealth Management
N/A—692-692-100%$30.1K———
Steward Partners Investment Advisory, LLC
N/A—528-528-100%$23.0K———
Tidemark, LLC
N/A—500-500-100%$21.7K———
FMR LLC
N/A—447-447-100%$19.4K———
Northwestern Mutual Wealth Management Co
N/A—436-436-100%$18.9K———
Allworth Financial LP
N/A—332-332-100%$14.4K———
Ameritas Advisory Services, LLC
N/A—197-197-100%$8.6K———
Vanguard Advisers Inc
N/A—21-21-100%$905———
Continuum Advisory, LLC
N/A—20-20-100%$870———
Hantz Financial Services, Inc.
N/A—9-9-100%$0———
Rockefeller Capital Management L.P.
N/A—4-4-100%$175———
Showing 178 of 178 institutions