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Wisdmtree Emerg MKT Ex-St OW (XSOE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,658,613 from 1,614,270
Change+44,343 (+3%)
Value$77.7M (-$1.7M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares1,561,040 from 1,511,642
Change+49,398 (+3%)
Value$73.1M (-$1.2M)
Filed 2026-11-06
Marathon Mission, Inc.
DECREASED
Shares487,826 from 511,198
Change-23,372 (-5%)
Value$22.9M (-$2.3M)
Filed 2026-10-01
HighPoint Advisor Group LLC
DECREASED
Shares439,421 from 592,603
Change-153,182 (-26%)
Value$20.6M (-$8.6M)
Filed 2026-11-09
Meitav Investment House LTD
UNCHANGED
Shares418,672 from 418,672
Change0 (0%)
Value$19.6M (-$975.5K)
Filed 2026-10-28
Howard Financial Services, Ltd.
INCREASED
Shares385,953 from 372,220
Change+13,733 (+4%)
Value$18.1M (-$223.9K)
Filed 2026-10-15
Warren Street Wealth Advisors, LLC
DECREASED
Shares330,156 from 537,433
Change-207,277 (-39%)
Value$15.5M (-$11.0M)
Filed 2026-11-04
Wealth Management Resources, Inc.
INCREASED
Shares262,975 from 257,460
Change+5,515 (+2%)
Value$12.3M (-$341.5K)
Filed 2026-10-21
Sloy Dahl & Holst, LLC
INCREASED
Shares247,464 from 233,875
Change+13,589 (+6%)
Value$11.6M (+$91.7K)
Filed 2026-10-14
American Financial & TAX Strategies Inc
DECREASED
Shares240,859 from 243,709
Change-2,850 (-1%)
Value$11.3M (-$701.4K)
Filed 2026-10-16
Goldstein Advisors, LLC
DECREASED
Shares223,735 from 226,328
Change-2,593 (-1%)
Value$10.5M (-$648.8K)
Filed 2026-10-15
Gould Asset Management LLC
DECREASED
Shares221,320 from 221,964
Change-644 (0%)
Value$10.4M (-$547.3K)
Filed 2026-11-06
Invenio Wealth Partners LLC
DECREASED
Shares185,792 from 249,481
Change-63,689 (-26%)
Value$8.7M (-$3.6M)
Filed 2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares184,251 from 194,788
Change-10,537 (-5%)
Value$8.6M (-$947.5K)
Filed 2026-10-28
Evergreen Private Wealth LLC
INCREASED
Shares164,760 from 164,755
Change+5 (0%)
Value$7.7M (-$383.6K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
NEW
Shares147,492
Change+147,492
Value$6.9M
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares140,719 from 178,086
Change-37,367 (-21%)
Value$6.6M (-$2.2M)
Filed 2026-10-26
Addison Capital Co
DECREASED
Shares130,093 from 136,849
Change-6,756 (-5%)
Value$6.1M (-$635.4K)
Filed 2026-11-09
Encompass More Asset Management
DECREASED
Shares129,134 from 139,500
Change-10,366 (-7%)
Value$6.0M (-$810.7K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares116,024 from 114,908
Change+1,116 (+1%)
Value$5.4M (-$215.5K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares108,584 from 110,106
Change-1,522 (-1%)
Value$5.1M (-$327.9K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
INCREASED
Shares108,099 from 79,063
Change+29,036 (+37%)
Value$5.1M (+$1.2M)
Filed 2026-10-16
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares104,763 from 104,763
Change0 (0%)
Value$4.9M (-$244.1K)
Filed 2026-11-09
IFP Advisors, Inc
DECREASED
Shares102,874 from 127,200
Change-24,326 (-19%)
Value$4.8M (-$1.4M)
Filed 2026-10-16
Algorithmic Investment Models, LLC
DECREASED
Shares87,976 from 90,817
Change-2,841 (-3%)
Value$4.1M (-$344.7K)
Filed 2026-11-04
Evermay Wealth Management LLC
DECREASED
Shares87,814 from 88,858
Change-1,044 (-1%)
Value$4.1M (-$256.0K)
Filed 2026-11-05
HighTower Advisors, LLC
DECREASED
Shares81,025 from 81,166
Change-141 (0%)
Value$3.8M (-$195.7K)
Filed 2026-11-10
Lido Advisors, LLC
INCREASED
Shares74,284 from 70,543
Change+3,741 (+5%)
Value$3.5M (+$10.9K)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares62,081 from 66,955
Change-4,874 (-7%)
Value$2.9M (-$384.4K)
Filed 2026-11-06
Sherry Group, Inc.
INCREASED
Shares59,816 from 29,824
Change+29,992 (+101%)
Value$2.8M (+$1.4M)
Filed 2026-10-09
Yoder Wealth Management, Inc.
DECREASED
Shares54,995 from 55,515
Change-520 (-1%)
Value$2.6M (-$151.8K)
Filed 2026-10-13
Drive Wealth Management, LLC
DECREASED
Shares50,283 from 53,032
Change-2,749 (-5%)
Value$2.4M (-$252.4K)
Filed 2026-11-09
XML Financial, LLC
DECREASED
Shares50,093 from 50,522
Change-429 (-1%)
Value$2.3M (-$137.8K)
Filed 2026-10-29
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares47,241 from 47,241
Change0 (0%)
Value$2.2M (-$110.1K)
Filed 2026-11-04
BigSur Wealth Management LLC
UNCHANGED
Shares44,500 from 44,500
Change0 (0%)
Value$2.1M (-$103.7K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares38,068 from 38,087
Change-19 (0%)
Value$1.8K (-$1.9M)
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares37,976 from 19,964
Change+18,012 (+90%)
Value$1.8M (+$797.3K)
Filed 2026-10-19
Avestar Capital, LLC
INCREASED
Shares37,707 from 15,911
Change+21,796 (+137%)
Value$1.8M (+$984.1K)
Filed 2026-10-28
Condor Capital Management
INCREASED
Shares37,360 from 37,232
Change+128 (+0%)
Value$1.8M (-$80.7K)
Filed 2026-11-06
ETF Store, Inc.
INCREASED
Shares35,830 from 35,339
Change+491 (+1%)
Value$1.7M (-$59.3K)
Filed 2026-10-19
Montecito Bank & Trust
UNCHANGED
Shares35,393 from 35,393
Change0 (0%)
Value$1.7M (-$82.5K)
Filed 2026-10-01
Robertson Stephens Wealth Management, LLC
INCREASED
Shares33,204 from 33,174
Change+30 (+0%)
Value$1.6M (-$75.9K)
Filed 2026-10-16
Client 1ST Advisory Group, LLC
DECREASED
Shares33,187 from 35,637
Change-2,450 (-7%)
Value$1.6M (-$197.8K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares32,203 from 29,626
Change+2,577 (+9%)
Value$1.5M (+$51.7K)
Filed 2026-11-02
Western Wealth Management, LLC
DECREASED
Shares30,739 from 31,673
Change-934 (-3%)
Value$1.4M (-$117.6K)
Filed 2026-11-09
Beaumont Financial Advisors, LLC
DECREASED
Shares30,206 from 30,464
Change-258 (-1%)
Value$1.4M (-$83.1K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares29,655 from 30,780
Change-1,125 (-4%)
Value$1.4M (-$124.4K)
Filed 2026-11-04
First Financial Corp
INCREASED
Shares29,513 from 28,602
Change+911 (+3%)
Value$1.4M (-$24.0K)
Filed 2026-10-13
Northbridge Financial Group, LLC
DECREASED
Shares27,669 from 28,188
Change-519 (-2%)
Value$1.3M (-$64.5K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares24,870 from 24,615
Change+255 (+1%)
Value$1.2M (-$45.4K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares23,168 from 22,844
Change+324 (+1%)
Value$1.1M (-$38.0K)
Filed 2026-10-14
Fischer Financial Services, Inc.
DECREASED
Shares22,751 from 24,202
Change-1,451 (-6%)
Value$1.1M (-$124.4K)
Filed 2026-10-30
Geneos Wealth Management Inc.
INCREASED
Shares22,369 from 21,789
Change+580 (+3%)
Value$1.0M (-$23.6K)
Filed 2026-11-09
Lanark Financial, Inc.
DECREASED
Shares22,052 from 23,566
Change-1,514 (-6%)
Value$1.0M (-$125.9K)
Filed 2026-10-26
N.E.W. Advisory Services LLC
DECREASED
Shares21,489 from 21,578
Change-89 (0%)
Value$1.0M (-$54.5K)
Filed 2026-11-09
Ellis Investment Partners, LLC
DECREASED
Shares21,416 from 21,494
Change-78 (0%)
Value$1.0M (-$53.8K)
Filed 2026-10-21
Arsenal Capital Advisors LLC
UNCHANGED
Shares19,835 from 19,835
Change0 (0%)
Value$929.3K (-$46.2K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares19,650
Change+19,650
Value$920.6K
Filed 2026-11-03
SFI Advisors, LLC
DECREASED
Shares18,579 from 18,992
Change-413 (-2%)
Value$870.4K (-$63.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares17,895 from 9,336
Change+8,559 (+92%)
Value$838.4K (+$379.2K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares16,878 from 16,937
Change-59 (0%)
Value$790.7K (-$42.2K)
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares16,617 from 15,491
Change+1,126 (+7%)
Value$778.5K (+$16.7K)
Filed 2026-11-09
Mengis Capital Management, Inc.
INCREASED
Shares16,262 from 16,261
Change+1 (+0%)
Value$761.9K (-$37.9K)
Filed 2026-10-13
Alchemi Wealth, LLC
INCREASED
Shares15,958 from 14,584
Change+1,374 (+9%)
Value$747.7K (+$30.4K)
Filed 2026-11-04
Banco Santander, S.A.
NEW
Shares15,040
Change+15,040
Value$704.6K
Filed 2026-11-10
Omni 360 Wealth, Inc.
INCREASED
Shares14,950 from 14,466
Change+484 (+3%)
Value$700.4K (-$11.0K)
Filed 2026-10-13
Skyline Advisors, Inc.
DECREASED
Shares14,162 from 15,581
Change-1,419 (-9%)
Value$663.5K (-$102.8K)
Filed 2026-11-03
Wealthfront Advisers LLC
DECREASED
Shares14,129 from 14,583
Change-454 (-3%)
Value$661.9K (-$55.2K)
Filed 2026-11-09
Redw Wealth LLC
UNCHANGED
Shares13,762 from 13,762
Change0 (0%)
Value$644.8K (-$32.1K)
Filed 2026-11-02
MBE Wealth Management, LLC
UNCHANGED
Shares13,586 from 13,586
Change0 (0%)
Value$636.5K (-$31.7K)
Filed 2026-10-26
Opulen Financial Group LLC
DECREASED
Shares13,554 from 14,636
Change-1,082 (-7%)
Value$635.0K (-$84.8K)
Filed 2026-10-22
Howard Bailey Securities, LLC
DECREASED
Shares13,218 from 13,646
Change-428 (-3%)
Value$619.3K (-$51.8K)
Filed 2026-10-27
RFG Advisory, LLC
DECREASED
Shares12,945 from 13,375
Change-430 (-3%)
Value$606.5K (-$51.3K)
Filed 2026-11-03
Fermata Advisors, LLC
DECREASED
Shares12,563 from 12,696
Change-133 (-1%)
Value$588.6K (-$35.8K)
Filed 2026-10-13
TopTier Wealth Management, LLC
DECREASED
Shares12,325 from 12,766
Change-441 (-3%)
Value$577.4K (-$50.4K)
Filed 2026-10-16
Thrivent Financial for Lutherans
DECREASED
Shares12,283 from 20,777
Change-8,494 (-41%)
Value$575 (-$1.0M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
INCREASED
Shares12,172 from 11,988
Change+184 (+2%)
Value$570.3K (-$19.3K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares12,102 from 241,520
Change-229,418 (-95%)
Value$567.0K (-$11.3M)
Filed 2026-10-28
Bison Wealth, LLC
DECREASED
Shares11,289 from 12,733
Change-1,444 (-11%)
Value$522.5K (-$93.4K)
Filed 2026-10-13
Security Financial Services, Inc.
DECREASED
Shares10,805 from 11,817
Change-1,012 (-9%)
Value$506.2K (-$75.0K)
Filed 2026-10-29
WealthPlan Investment Management, LLC
DECREASED
Shares10,679 from 10,957
Change-278 (-3%)
Value$500.3K (-$38.5K)
Filed 2026-10-15
Grove Street Fiduciary, LLC
UNCHANGED
Shares10,073 from 10,073
Change0 (0%)
Value$471.9K (-$23.5K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares9,901 from 10,143
Change-242 (-2%)
Value$463.9K (-$34.9K)
Filed 2026-10-08
Key FInancial Inc
DECREASED
Shares9,423 from 10,053
Change-630 (-6%)
Value$441.5K (-$52.9K)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
DECREASED
Shares9,361 from 9,575
Change-214 (-2%)
Value$438.6K (-$32.3K)
Filed 2026-11-06
Herold Advisors, Inc.
DECREASED
Shares8,496 from 8,956
Change-460 (-5%)
Value$398.0K (-$43.0K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares8,418
Change+8,418
Value$394.4K
Filed 2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED
Shares8,331 from 8,331
Change0 (0%)
Value$390.3K (-$19.4K)
Filed 2026-10-23
Impact Capital Partners LLC
INCREASED
Shares7,869 from 6,242
Change+1,627 (+26%)
Value$368.7K (+$61.7K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares7,855 from 7,615
Change+240 (+3%)
Value$368.0K (-$6.5K)
Filed 2026-10-20
Personal CFO Solutions, LLC
UNCHANGED
Shares6,968 from 6,968
Change0 (0%)
Value$326.5K (-$16.2K)
Filed 2026-11-06
World Equity Group, Inc.
DECREASED
Shares6,503 from 14,284
Change-7,781 (-54%)
Value$304.6K (-$398.2K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares6,441 from 4,427
Change+2,014 (+45%)
Value$301.7K (+$84.0K)
Filed 2026-10-20
Modera Wealth Management, LLC
UNCHANGED
Shares6,440 from 6,440
Change0 (0%)
Value$301.7K (-$15.0K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,006 from 6,021
Change-15 (0%)
Value$281.4K (-$14.7K)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares5,848 from 6,938
Change-1,090 (-16%)
Value$274.0K (-$67.3K)
Filed 2026-11-09
Reap Financial Group, LLC
DECREASED
Shares5,842 from 6,065
Change-223 (-4%)
Value$273.7K (-$24.6K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares5,831 from 5,138
Change+693 (+13%)
Value$273 (-$252.7K)
Filed 2026-10-26
Woodmont Investment Counsel LLC
UNCHANGED
Shares5,745 from 5,745
Change0 (0%)
Value$269.2K (-$13.4K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares5,733 from 6,050
Change-317 (-5%)
Value$269 (-$297.7K)
Filed 2026-10-22
United Advisor Group, LLC
DECREASED
Shares5,557 from 5,559
Change-2 (0%)
Value$260.4K (-$13.0K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares5,490 from 5,537
Change-47 (-1%)
Value$257.2K (-$15.1K)
Filed 2026-10-26
Detalus Advisors, LLC
INCREASED
Shares5,441 from 5,281
Change+160 (+3%)
Value$254.9K (-$4.8K)
Filed 2026-10-15
VestGen Advisors, LLC
DECREASED
Shares5,377 from 5,449
Change-72 (-1%)
Value$251.9K (-$16.0K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,198 from 5,127
Change+71 (+1%)
Value$240.4K (-$4.6K)
Filed 2026-10-13
SGL Investment Advisors, Inc.
INCREASED
Shares5,086 from 5,038
Change+48 (+1%)
Value$210.0K (-$23.8K)
Filed 2026-11-09
Moneco Advisors, LLC
DECREASED
Shares4,992 from 5,376
Change-384 (-7%)
Value$233.9K (-$30.5K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares4,803 from 5,238
Change-435 (-8%)
Value$225.0K (-$32.6K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares4,547 from 4,547
Change0 (0%)
Value$213.0K (-$10.6K)
Filed 2026-10-16
Croban
DECREASED
Shares4,545 from 4,555
Change-10 (0%)
Value$212.9K (-$11.1K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
DECREASED
Shares4,398 from 5,395
Change-997 (-18%)
Value$206.0K (-$59.3K)
Filed 2026-10-30
Gen-Wealth Partners Inc
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$201.0K (-$10.0K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares4,067 from 1,341
Change+2,726 (+203%)
Value$190.5K (+$124.6K)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares3,319 from 3,319
Change0 (0%)
Value$155.5K (-$7.7K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$147.5K ($0)
Filed 2026-11-06
Tounjian Advisory Partners, LLC
DECREASED
Shares2,027 from 2,077
Change-50 (-2%)
Value$95.0K (-$7.1K)
Filed 2026-11-04
SBI Securities Co., Ltd.
DECREASED
Shares2,006 from 2,066
Change-60 (-3%)
Value$94.0K (-$7.6K)
Filed 2026-10-22
Bank of Montreal
NEW
Shares1,830
Change+1,830
Value$85.7K
Filed 2026-11-09
IAG Wealth Partners, LLC
NEW
Shares1,676
Change+1,676
Value$78.5K
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares1,574 from 1,191
Change+383 (+32%)
Value$73.8K (+$15.2K)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares1,086
Change+1,086
Value$50.9K
Filed 2026-11-02
Spire Wealth Management
NEW
Shares620
Change+620
Value$29.1K
Filed 2026-10-30
AlphaCore Capital LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$26.0K (-$1.3K)
Filed 2026-11-04
Gamma Investing LLC
NEW
Shares488
Change+488
Value$22.9K
Filed 2026-10-08
Evolution Wealth Management Inc.
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$22.0K (-$1.1K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares397 from 396
Change+1 (+0%)
Value$18.6K (-$855)
Filed 2026-10-19
Covestor Ltd
INCREASED
Shares346 from 337
Change+9 (+3%)
Value$16 (-$1)
Filed 2026-10-30
Concord Wealth Partners
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$11.9K (-$590)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares211 from 210
Change+1 (+0%)
Value$9.9K (-$445)
Filed 2026-11-03
Nuveen, LLC
NEW
Shares210
Change+210
Value$9.9K
Filed 2026-11-10
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$7.6K (-$379)
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$7.1K (-$350)
Filed 2026-11-04
Addison Advisors LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.0K (-$349)
Filed 2026-11-06
Triumph Capital Management
DECREASED
Shares134 from 149
Change-15 (-10%)
Value$6.3K (-$1.0K)
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$6.0K (-$296)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares125 from 861
Change-736 (-85%)
Value$5.9K (-$36.5K)
Filed 2026-11-06
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$4.6K (-$231)
Filed 2026-11-09
WPG Advisers, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.4K (-$168)
Filed 2026-10-27
Godfrey Financial Associates, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$3.2K (-$158)
Filed 2026-11-10
NBT Bank, N.A.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.8K (-$140)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.5K (-$75)
Filed 2026-11-05
Planning Strategies Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.5K (-$73)
Filed 2026-10-02
CX Institutional
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Blue Trust, Inc.
NEW
Shares28
Change+28
Value$1.3K
Filed 2026-10-15
Kingdom Financial Group Llc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$482 (-$21)
Filed 2026-11-04
Main Street Group, LTD
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$426 (-$19)
Filed 2026-10-28
Citigroup Inc
NEW
Shares3
Change+3
Value$141
Filed 2026-11-04
Belpointe Asset Management LLC
CLOSED
Shares0 from 8,655
Change-8,655 (-100%)
Value$0 (-$425.7K)
Filed 2026-11-09
Sunpointe, LLC
CLOSED
Shares0 from 5,462
Change-5,462 (-100%)
Value$0 (-$268.6K)
Filed 2026-10-22
Refined Wealth Management
CLOSED
Shares0 from 4,570
Change-4,570 (-100%)
Value$0 (-$224.8K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$68.9K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$32.0K)
Filed 2026-11-06
Noble Wealth Management PBC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-01
Gill Capital Partners, LLC
CLOSED
Shares0 from 181
Change-181 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 2,953,394
Change-2,953,394 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,777,872
Change-1,777,872 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,408,892
Change-1,408,892 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,393,826
Change-1,393,826 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,048,200
Change-1,048,200 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 958,864
Change-958,864 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 652,209
Change-652,209 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 586,910
Change-586,910 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 525,395
Change-525,395 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 480,219
Change-480,219 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 313,863
Change-313,863 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 294,864
Change-294,864 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 283,853
Change-283,853 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 265,023
Change-265,023 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 224,459
Change-224,459 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 220,764
Change-220,764 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 183,570
Change-183,570 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 176,341
Change-176,341 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 162,840
Change-162,840 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 157,261
Change-157,261 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 141,540
Change-141,540 (-100%)
Value—
Betterment LLC
N/A
Shares— from 134,574
Change-134,574 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 120,549
Change-120,549 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 110,258
Change-110,258 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 108,936
Change-108,936 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 102,226
Change-102,226 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 101,006
Change-101,006 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 98,011
Change-98,011 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 91,312
Change-91,312 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 79,500
Change-79,500 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 77,358
Change-77,358 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 52,609
Change-52,609 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 49,618
Change-49,618 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 48,293
Change-48,293 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 47,696
Change-47,696 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 46,291
Change-46,291 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 40,079
Change-40,079 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 39,991
Change-39,991 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 36,363
Change-36,363 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 35,463
Change-35,463 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 33,414
Change-33,414 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 33,348
Change-33,348 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,442
Change-32,442 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,704
Change-31,704 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 31,512
Change-31,512 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 29,384
Change-29,384 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 27,879
Change-27,879 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 25,662
Change-25,662 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 21,752
Change-21,752 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 21,344
Change-21,344 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,017
Change-21,017 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,011
Change-19,011 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 17,269
Change-17,269 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,573
Change-15,573 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 15,040
Change-15,040 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,821
Change-14,821 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,628
Change-14,628 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,677
Change-13,677 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,491
Change-13,491 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 12,770
Change-12,770 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 10,745
Change-10,745 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,520
Change-10,520 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,858
Change-9,858 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,540
Change-8,540 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,895
Change-6,895 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,052
Change-6,052 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 411
Change-411 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 262
Change-262 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 171
Change-171 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 83
Change-83 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 21
Change-21 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,658,6131,614,270+44,343+3%$79.4M$77.7M-$1.7M2026-11-06
Valmark Advisers, Inc.
INCREASED1,561,0401,511,642+49,398+3%$74.3M$73.1M-$1.2M2026-11-06
Marathon Mission, Inc.
DECREASED487,826511,198-23,372-5%$25.1M$22.9M-$2.3M2026-10-01
HighPoint Advisor Group LLC
DECREASED439,421592,603-153,182-26%$29.1M$20.6M-$8.6M2026-11-09
Meitav Investment House LTD
UNCHANGED418,672418,67200%$20.6M$19.6M-$975.5K2026-10-28
Howard Financial Services, Ltd.
INCREASED385,953372,220+13,733+4%$18.3M$18.1M-$223.9K2026-10-15
Warren Street Wealth Advisors, LLC
DECREASED330,156537,433-207,277-39%$26.4M$15.5M-$11.0M2026-11-04
Wealth Management Resources, Inc.
INCREASED262,975257,460+5,515+2%$12.7M$12.3M-$341.5K2026-10-21
Sloy Dahl & Holst, LLC
INCREASED247,464233,875+13,589+6%$11.5M$11.6M+$91.7K2026-10-14
American Financial & TAX Strategies Inc
DECREASED240,859243,709-2,850-1%$12.0M$11.3M-$701.4K2026-10-16
Goldstein Advisors, LLC
DECREASED223,735226,328-2,593-1%$11.1M$10.5M-$648.8K2026-10-15
Gould Asset Management LLC
DECREASED221,320221,964-6440%$10.9M$10.4M-$547.3K2026-11-06
Invenio Wealth Partners LLC
DECREASED185,792249,481-63,689-26%$12.3M$8.7M-$3.6M2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED184,251194,788-10,537-5%$9.6M$8.6M-$947.5K2026-10-28
Evergreen Private Wealth LLC
INCREASED164,760164,755+50%$8.1M$7.7M-$383.6K2026-10-30
B. Riley Wealth Advisors, Inc.
NEW147,492—+147,492——$6.9M—2026-10-13
Lodestar Private Asset Management LLC
DECREASED140,719178,086-37,367-21%$8.8M$6.6M-$2.2M2026-10-26
Addison Capital Co
DECREASED130,093136,849-6,756-5%$6.7M$6.1M-$635.4K2026-11-09
Encompass More Asset Management
DECREASED129,134139,500-10,366-7%$6.9M$6.0M-$810.7K2026-10-16
D.A. Davidson & Co.
INCREASED116,024114,908+1,116+1%$5.7M$5.4M-$215.5K2026-10-28
Atria Investments, Inc
DECREASED108,584110,106-1,522-1%$5.4M$5.1M-$327.9K2026-10-15
Premier Path Wealth Partners, LLC
INCREASED108,09979,063+29,036+37%$3.9M$5.1M+$1.2M2026-10-16
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED104,763104,76300%$5.2M$4.9M-$244.1K2026-11-09
IFP Advisors, Inc
DECREASED102,874127,200-24,326-19%$6.3M$4.8M-$1.4M2026-10-16
Algorithmic Investment Models, LLC
DECREASED87,97690,817-2,841-3%$4.5M$4.1M-$344.7K2026-11-04
Evermay Wealth Management LLC
DECREASED87,81488,858-1,044-1%$4.4M$4.1M-$256.0K2026-11-05
HighTower Advisors, LLC
DECREASED81,02581,166-1410%$4.0M$3.8M-$195.7K2026-11-10
Lido Advisors, LLC
INCREASED74,28470,543+3,741+5%$3.5M$3.5M+$10.9K2026-11-04
Merit Financial Group, LLC
DECREASED62,08166,955-4,874-7%$3.3M$2.9M-$384.4K2026-11-06
Sherry Group, Inc.
INCREASED59,81629,824+29,992+101%$1.4M$2.8M+$1.4M2026-10-09
Yoder Wealth Management, Inc.
DECREASED54,99555,515-520-1%$2.7M$2.6M-$151.8K2026-10-13
Drive Wealth Management, LLC
DECREASED50,28353,032-2,749-5%$2.6M$2.4M-$252.4K2026-11-09
XML Financial, LLC
DECREASED50,09350,522-429-1%$2.5M$2.3M-$137.8K2026-10-29
Karnit Road Accident Victims Compensation Fund
UNCHANGED47,24147,24100%$2.3M$2.2M-$110.1K2026-11-04
BigSur Wealth Management LLC
UNCHANGED44,50044,50000%$2.2M$2.1M-$103.7K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED38,06838,087-190%$1.9M$1.8K-$1.9M2026-11-02
Retirement Planning Group, LLC
INCREASED37,97619,964+18,012+90%$981.8K$1.8M+$797.3K2026-10-19
Avestar Capital, LLC
INCREASED37,70715,911+21,796+137%$782.5K$1.8M+$984.1K2026-10-28
Condor Capital Management
INCREASED37,36037,232+128+0%$1.8M$1.8M-$80.7K2026-11-06
ETF Store, Inc.
INCREASED35,83035,339+491+1%$1.7M$1.7M-$59.3K2026-10-19
Montecito Bank & Trust
UNCHANGED35,39335,39300%$1.7M$1.7M-$82.5K2026-10-01
Robertson Stephens Wealth Management, LLC
INCREASED33,20433,174+30+0%$1.6M$1.6M-$75.9K2026-10-16
Client 1ST Advisory Group, LLC
DECREASED33,18735,637-2,450-7%$1.8M$1.6M-$197.8K2026-10-19
Kestra Advisory Services, LLC
INCREASED32,20329,626+2,577+9%$1.5M$1.5M+$51.7K2026-11-02
Western Wealth Management, LLC
DECREASED30,73931,673-934-3%$1.6M$1.4M-$117.6K2026-11-09
Beaumont Financial Advisors, LLC
DECREASED30,20630,464-258-1%$1.5M$1.4M-$83.1K2026-10-22
EverSource Wealth Advisors, LLC
DECREASED29,65530,780-1,125-4%$1.5M$1.4M-$124.4K2026-11-04
First Financial Corp
INCREASED29,51328,602+911+3%$1.4M$1.4M-$24.0K2026-10-13
Northbridge Financial Group, LLC
DECREASED27,66928,188-519-2%$1.4M$1.3M-$64.5K2026-11-05
Perigon Wealth Management, LLC
INCREASED24,87024,615+255+1%$1.2M$1.2M-$45.4K2026-10-22
XY Planning Network, Inc.
INCREASED23,16822,844+324+1%$1.1M$1.1M-$38.0K2026-10-14
Fischer Financial Services, Inc.
DECREASED22,75124,202-1,451-6%$1.2M$1.1M-$124.4K2026-10-30
Geneos Wealth Management Inc.
INCREASED22,36921,789+580+3%$1.1M$1.0M-$23.6K2026-11-09
Lanark Financial, Inc.
DECREASED22,05223,566-1,514-6%$1.2M$1.0M-$125.9K2026-10-26
N.E.W. Advisory Services LLC
DECREASED21,48921,578-890%$1.1M$1.0M-$54.5K2026-11-09
Ellis Investment Partners, LLC
DECREASED21,41621,494-780%$1.1M$1.0M-$53.8K2026-10-21
Arsenal Capital Advisors LLC
UNCHANGED19,83519,83500%$975.5K$929.3K-$46.2K2026-11-02
Ascentis Independent Advisors
NEW19,650—+19,650——$920.6K—2026-11-03
SFI Advisors, LLC
DECREASED18,57918,992-413-2%$934.0K$870.4K-$63.6K2026-10-30
Farther Finance Advisors, LLC
INCREASED17,8959,336+8,559+92%$459.2K$838.4K+$379.2K2026-10-08
Fifth Third Bancorp
DECREASED16,87816,937-590%$833.0K$790.7K-$42.2K2026-11-05
Harbour Investments, Inc.
INCREASED16,61715,491+1,126+7%$761.8K$778.5K+$16.7K2026-11-09
Mengis Capital Management, Inc.
INCREASED16,26216,261+1+0%$799.7K$761.9K-$37.9K2026-10-13
Alchemi Wealth, LLC
INCREASED15,95814,584+1,374+9%$717.2K$747.7K+$30.4K2026-11-04
Banco Santander, S.A.
NEW15,040—+15,040——$704.6K—2026-11-10
Omni 360 Wealth, Inc.
INCREASED14,95014,466+484+3%$711.4K$700.4K-$11.0K2026-10-13
Skyline Advisors, Inc.
DECREASED14,16215,581-1,419-9%$766.3K$663.5K-$102.8K2026-11-03
Wealthfront Advisers LLC
DECREASED14,12914,583-454-3%$717.2K$661.9K-$55.2K2026-11-09
Redw Wealth LLC
UNCHANGED13,76213,76200%$676.8K$644.8K-$32.1K2026-11-02
MBE Wealth Management, LLC
UNCHANGED13,58613,58600%$668.2K$636.5K-$31.7K2026-10-26
Opulen Financial Group LLC
DECREASED13,55414,636-1,082-7%$719.8K$635.0K-$84.8K2026-10-22
Howard Bailey Securities, LLC
DECREASED13,21813,646-428-3%$671.1K$619.3K-$51.8K2026-10-27
RFG Advisory, LLC
DECREASED12,94513,375-430-3%$657.8K$606.5K-$51.3K2026-11-03
Fermata Advisors, LLC
DECREASED12,56312,696-133-1%$624.4K$588.6K-$35.8K2026-10-13
TopTier Wealth Management, LLC
DECREASED12,32512,766-441-3%$627.8K$577.4K-$50.4K2026-10-16
Thrivent Financial for Lutherans
DECREASED12,28320,777-8,494-41%$1.0M$575-$1.0M2026-11-05
Axxcess Wealth Management, LLC
INCREASED12,17211,988+184+2%$589.6K$570.3K-$19.3K2026-10-21
MGO One Seven LLC
DECREASED12,102241,520-229,418-95%$11.9M$567.0K-$11.3M2026-10-28
Bison Wealth, LLC
DECREASED11,28912,733-1,444-11%$615.9K$522.5K-$93.4K2026-10-13
Security Financial Services, Inc.
DECREASED10,80511,817-1,012-9%$581.2K$506.2K-$75.0K2026-10-29
WealthPlan Investment Management, LLC
DECREASED10,67910,957-278-3%$538.9K$500.3K-$38.5K2026-10-15
Grove Street Fiduciary, LLC
UNCHANGED10,07310,07300%$495.4K$471.9K-$23.5K2026-10-13
CoreCap Advisors, LLC
DECREASED9,90110,143-242-2%$498.8K$463.9K-$34.9K2026-10-08
Key FInancial Inc
DECREASED9,42310,053-630-6%$494.4K$441.5K-$52.9K2026-11-02
Clearwater Capital Advisors, LLC
DECREASED9,3619,575-214-2%$470.9K$438.6K-$32.3K2026-11-06
Herold Advisors, Inc.
DECREASED8,4968,956-460-5%$441.0K$398.0K-$43.0K2026-10-19
Leo Wealth, LLC
NEW8,418—+8,418——$394.4K—2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED8,3318,33100%$409.7K$390.3K-$19.4K2026-10-23
Impact Capital Partners LLC
INCREASED7,8696,242+1,627+26%$307.0K$368.7K+$61.7K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED7,8557,615+240+3%$374.5K$368.0K-$6.5K2026-10-20
Personal CFO Solutions, LLC
UNCHANGED6,9686,96800%$342.7K$326.5K-$16.2K2026-11-06
World Equity Group, Inc.
DECREASED6,50314,284-7,781-54%$702.8K$304.6K-$398.2K2026-10-14
Private Trust Co NA
INCREASED6,4414,427+2,014+45%$217.7K$301.7K+$84.0K2026-10-20
Modera Wealth Management, LLC
UNCHANGED6,4406,44000%$316.7K$301.7K-$15.0K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED6,0066,021-150%$296.1K$281.4K-$14.7K2026-10-20
Compound Planning, Inc.
DECREASED5,8486,938-1,090-16%$341.2K$274.0K-$67.3K2026-11-09
Reap Financial Group, LLC
DECREASED5,8426,065-223-4%$298.3K$273.7K-$24.6K2026-11-02
Park Avenue Securities LLC
INCREASED5,8315,138+693+13%$253.0K$273-$252.7K2026-10-26
Woodmont Investment Counsel LLC
UNCHANGED5,7455,74500%$282.5K$269.2K-$13.4K2026-10-29
Wedbush Securities Inc
DECREASED5,7336,050-317-5%$298.0K$269-$297.7K2026-10-22
United Advisor Group, LLC
DECREASED5,5575,559-20%$273.4K$260.4K-$13.0K2026-11-03
KPP Advisory Services LLC
DECREASED5,4905,537-47-1%$272.3K$257.2K-$15.1K2026-10-26
Detalus Advisors, LLC
INCREASED5,4415,281+160+3%$259.7K$254.9K-$4.8K2026-10-15
VestGen Advisors, LLC
DECREASED5,3775,449-72-1%$268.0K$251.9K-$16.0K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED5,1985,127+71+1%$245.0K$240.4K-$4.6K2026-10-13
SGL Investment Advisors, Inc.
INCREASED5,0865,038+48+1%$233.8K$210.0K-$23.8K2026-11-09
Moneco Advisors, LLC
DECREASED4,9925,376-384-7%$264.4K$233.9K-$30.5K2026-11-05
Sigma Planning Corp
DECREASED4,8035,238-435-8%$257.6K$225.0K-$32.6K2026-10-23
Cyndeo Wealth Partners, LLC
UNCHANGED4,5474,54700%$223.6K$213.0K-$10.6K2026-10-16
Croban
DECREASED4,5454,555-100%$224.0K$212.9K-$11.1K2026-11-09
Capital Investment Advisory Services, LLC
DECREASED4,3985,395-997-18%$265.3K$206.0K-$59.3K2026-10-30
Gen-Wealth Partners Inc
UNCHANGED4,2904,29000%$211.0K$201.0K-$10.0K2026-11-04
PNC Financial Services Group, Inc.
INCREASED4,0671,341+2,726+203%$66.0K$190.5K+$124.6K2026-11-06
Assetmark, Inc
UNCHANGED3,3193,31900%$163.2K$155.5K-$7.7K2026-10-21
Allworth Financial LP
UNCHANGED3,0003,00000%$147.5K$147.5K$02026-11-06
Tounjian Advisory Partners, LLC
DECREASED2,0272,077-50-2%$102.1K$95.0K-$7.1K2026-11-04
SBI Securities Co., Ltd.
DECREASED2,0062,066-60-3%$101.6K$94.0K-$7.6K2026-10-22
Bank of Montreal
NEW1,830—+1,830——$85.7K—2026-11-09
IAG Wealth Partners, LLC
NEW1,676—+1,676——$78.5K—2026-11-06
Larson Financial Group LLC
INCREASED1,5741,191+383+32%$58.6K$73.8K+$15.2K2026-11-05
Heritage Family Offices, LLP
NEW1,086—+1,086——$50.9K—2026-11-02
Spire Wealth Management
NEW620—+620——$29.1K—2026-10-30
AlphaCore Capital LLC
UNCHANGED55655600%$27.3K$26.0K-$1.3K2026-11-04
Gamma Investing LLC
NEW488—+488——$22.9K—2026-10-08
Evolution Wealth Management Inc.
UNCHANGED46946900%$23.1K$22.0K-$1.1K2026-10-28
Highline Wealth Partners LLC
INCREASED397396+1+0%$19.5K$18.6K-$8552026-10-19
Covestor Ltd
INCREASED346337+9+3%$17$16-$12026-10-30
Concord Wealth Partners
UNCHANGED25325300%$12.4K$11.9K-$5902026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED211210+1+0%$10.4K$9.9K-$4452026-11-03
Nuveen, LLC
NEW210—+210——$9.9K—2026-11-10
Pinnacle Wealth Planning Services, Inc.
UNCHANGED16316300%$8.0K$7.6K-$3792026-10-27
Creative Financial Designs Inc
UNCHANGED15115100%$7.4K$7.1K-$3502026-11-04
Addison Advisors LLC
UNCHANGED15015000%$7.4K$7.0K-$3492026-11-06
Triumph Capital Management
DECREASED134149-15-10%$7.3K$6.3K-$1.0K2026-10-14
Clearstead Advisors, LLC
UNCHANGED12712700%$6.2K$6.0K-$2962026-11-06
Russell Investments Group, Ltd.
DECREASED125861-736-85%$42.3K$5.9K-$36.5K2026-11-06
Caldwell Sutter Capital, Inc.
UNCHANGED999900%$4.9K$4.6K-$2312026-11-09
WPG Advisers, LLC
UNCHANGED727200%$3.5K$3.4K-$1682026-10-27
Godfrey Financial Associates, Inc.
UNCHANGED686800%$3.3K$3.2K-$1582026-11-10
NBT Bank, N.A.
UNCHANGED606000%$3.0K$2.8K-$1402026-10-21
US Bancorp \de\
UNCHANGED323200%$1.6K$1.5K-$752026-11-05
Planning Strategies Inc.
UNCHANGED313100%$1.5K$1.5K-$732026-10-02
CX Institutional
UNCHANGED292900%$1$1$02026-10-02
Blue Trust, Inc.
NEW28—+28——$1.3K—2026-10-15
Kingdom Financial Group Llc.
UNCHANGED101000%$503$482-$212026-11-04
Main Street Group, LTD
UNCHANGED9900%$445$426-$192026-10-28
Citigroup Inc
NEW3—+3——$141—2026-11-04
Belpointe Asset Management LLC
CLOSED08,655-8,655-100%$425.7K$0-$425.7K2026-11-09
Sunpointe, LLC
CLOSED05,462-5,462-100%$268.6K$0-$268.6K2026-10-22
Refined Wealth Management
CLOSED04,570-4,570-100%$224.8K$0-$224.8K2026-10-13
AdvisorNet Financial, Inc
CLOSED01,400-1,400-100%$68.9K$0-$68.9K2026-10-15
Institute for Wealth Management, Llc.
CLOSED0650-650-100%$32.0K$0-$32.0K2026-11-06
Noble Wealth Management PBC
CLOSED0218-218-100%$10.7K$0-$10.7K2026-10-01
Gill Capital Partners, LLC
CLOSED0181-181-100%$8.9K$0-$8.9K2026-10-13
JFS Wealth Advisors, LLC
CLOSED0127-127-100%$6.3K$0-$6.3K2026-11-03
Morgan Stanley
N/A—2,953,394-2,953,394-100%$145.2M———
Bank of America Corp
N/A—1,777,872-1,777,872-100%$87.4M———
State of Wisconsin Investment Board
N/A—1,408,892-1,408,892-100%$69.3M———
UBS Group AG
N/A—1,393,826-1,393,826-100%$68.5M———
Wells Fargo & Company
N/A—1,048,200-1,048,200-100%$51.6M———
ESL Trust Services, LLC
N/A—958,864-958,864-100%$47.2M———
Charles Schwab Investment Management Inc
N/A—652,209-652,209-100%$32.1M———
OneDigital Investment Advisors LLC
N/A—586,910-586,910-100%$28.9M———
Pallas Capital Advisors LLC
N/A—525,395-525,395-100%$25.8M———
Susquehanna International Group, LLP
N/A—480,219-480,219-100%$23.6M———
Osaic Holdings, Inc.
N/A—313,863-313,863-100%$15.4M———
Cetera Investment Advisers
N/A—294,864-294,864-100%$14.5M———
Stifel Financial Corp
N/A—283,853-283,853-100%$14.0M———
Transamerica Financial Advisors, LLC
N/A—265,023-265,023-100%$13.0M———
Ameriprise Financial Inc
N/A—224,459-224,459-100%$11.0M———
Arax Advisory Partners
N/A—220,764-220,764-100%$10.9M———
Wescap Management Group, Inc.
N/A—183,570-183,570-100%$9.0M———
Pinnacle Financial Partners, Inc.
N/A—176,341-176,341-100%$8.7M———
Stratos Wealth Partners, Ltd.
N/A—162,840-162,840-100%$8.0M———
Focus Partners Wealth
N/A—157,261-157,261-100%$7.7M———
Jane Street Group, LLC
N/A—141,540-141,540-100%$7.0M———
Betterment LLC
N/A—134,574-134,574-100%$6.6M———
Sentinel Wealth Management, Inc.
N/A—120,549-120,549-100%$5.9M———
Envestnet Asset Management Inc
N/A—110,258-110,258-100%$5.4M———
JPMorgan Chase & Co
N/A—108,936-108,936-100%$5.3M———
Castlekeep Investment Advisors LLC
N/A—102,226-102,226-100%$5.0M———
Equitable Holdings, Inc.
N/A—101,006-101,006-100%$5.0M———
Smartleaf Asset Management LLC
N/A—98,011-98,011-100%$4.7M———
Raymond James Financial Inc
N/A—91,312-91,312-100%$4.5M———
Mariner, LLC
N/A—79,500-79,500-100%$3.9M———
SK Wealth Management, LLC
N/A—77,358-77,358-100%$3.6M———
NewEdge Wealth, LLC
N/A—52,609-52,609-100%$2.6M———
Private Advisor Group, LLC
N/A—49,618-49,618-100%$2.4M———
Blackhawk Capital Partners, LLC
N/A—48,293-48,293-100%$2.4M———
Fiduciary Financial Advisors
N/A—47,696-47,696-100%$2.3M———
Glen Eagle Advisors, LLC
N/A—46,291-46,291-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—40,079-40,079-100%$2.0M———
Citadel Advisors LLC
N/A—39,991-39,991-100%$2.0M———
MAI Capital Management
N/A—36,363-36,363-100%$1.8M———
Baird Financial Group, Inc.
N/A—35,463-35,463-100%$1.7M———
Oxinas Partners, LLC
N/A—33,414-33,414-100%$1.6M———
Keel Point, LLC
N/A—33,348-33,348-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—32,442-32,442-100%$1.6M———
Captrust Financial Advisors
N/A—31,704-31,704-100%$1.6M———
Empowered Funds, LLC
N/A—31,512-31,512-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—29,384-29,384-100%$1.4M———
Beckerman Institutional, LLC
N/A—27,879-27,879-100%$1.4M———
Per Stirling Capital Management, Llc.
N/A—25,662-25,662-100%$1.3M———
Summit Wealth Partners, LLC
N/A—21,752-21,752-100%$1.1M———
IHT Wealth Management, LLC
N/A—21,344-21,344-100%$1.0M———
MML Investors Services, LLC
N/A—21,017-21,017-100%$1.0M———
Mercer Global Advisors Inc
N/A—19,011-19,011-100%$935.0K———
Legacy Financial Group LLC
N/A—17,269-17,269-100%$849.3K———
CreativeOne Wealth, LLC
N/A—15,573-15,573-100%$765.9K———
Webster Bank, N. A.
N/A—15,040-15,040-100%$739.7K———
Summit Financial, LLC
N/A—14,821-14,821-100%$728.9K———
Focus Partners Advisor Solutions, LLC
N/A—14,628-14,628-100%$719.4K———
Royal Bank of Canada
N/A—13,677-13,677-100%$672.0K———
Keystone Financial Group
N/A—13,491-13,491-100%$663.5K———
Mayflower Financial Advisors, LLC
N/A—13,130-13,130-100%$645.8K———
Cornerstone Financial Group, LLC
N/A—12,770-12,770-100%$628.0K———
Harbor Advisory Corp
N/A—10,745-10,745-100%$528.4K———
HRT Financial LP
N/A—10,520-10,520-100%$517.0K———
Steward Partners Investment Advisory, LLC
N/A—9,858-9,858-100%$484.8K———
AE Wealth Management LLC
N/A—8,540-8,540-100%$420.0K———
Snowden Capital Advisors LLC
N/A—8,336-8,336-100%$410.0K———
Mason & Associates Inc
N/A—7,942-7,942-100%$390.6K———
Twin Peaks Wealth Advisors, LLC
N/A—7,747-7,747-100%$381.0K———
Sanctuary Advisors, LLC
N/A—7,384-7,384-100%$363.1K———
FMR LLC
N/A—6,895-6,895-100%$339.1K———
Cresset Asset Management, LLC
N/A—6,789-6,789-100%$333.9K———
Savvy Advisors, Inc.
N/A—6,052-6,052-100%$297.6K———
Integrity Financial Corp
N/A—5,394-5,394-100%$265.3K———
Knightsbridge Asset Management, LLC
N/A—5,371-5,371-100%$264.1K———
Sfmg, LLC
N/A—5,055-5,055-100%$248.6K———
Two Sigma Securities, LLC
N/A—4,341-4,341-100%$213.5K———
Northwestern Mutual Wealth Management Co
N/A—3,763-3,763-100%$185.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—3,058-3,058-100%$150.4K———
Strategic Wealth Partners, Ltd.
N/A—2,519-2,519-100%$123.9K———
Avalon Trust Co
N/A—2,107-2,107-100%$103.6K———
Aptus Capital Advisors, LLC
N/A—1,934-1,934-100%$95.1K———
Huntington National Bank
N/A—1,076-1,076-100%$52.9K———
Ameritas Advisory Services, LLC
N/A—1,000-1,000-100%$49.2K———
Vanguard Advisers Inc
N/A—411-411-100%$20.2K———
Synergy Investment Management, LLC
N/A—302-302-100%$14.9K———
BlackRock, Inc.
N/A—262-262-100%$12.9K———
Global Retirement Partners, LLC
N/A—210-210-100%$10.3K———
BFC Planning, Inc.
N/A—171-171-100%$8.4K———
Jones Financial Companies Lllp
N/A—83-83-100%$4.0K———
Napier Financial, LLC
N/A—34-34-100%$1.7K———
SHP Wealth Management
N/A—21-21-100%$1.0K———
NewEdge Advisors, LLC
N/A—20-20-100%$984———
Financial Gravity Companies, Inc.
N/A—4-4-100%$197———
Luminist Capital LLC
N/A—3-3-100%$148———
Showing 249 of 249 institutions