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Wisdomtree U.S. Smallcap QUA (DGRS)

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
Shares682,033 from 617,509
Change+64,524 (+10%)
Value$38.2M (+$1.5M)
Filed 2026-11-06
Stonebridge Financial Group, LLC
INCREASED
Shares295,453 from 289,800
Change+5,653 (+2%)
Value$16.5M (-$671.3K)
Filed 2026-10-01
Lido Advisors, LLC
NEW
Shares207,286
Change+207,286
Value$11.6M
Filed 2026-11-04
LVM Capital Management LTD
INCREASED
Shares152,027 from 148,480
Change+3,547 (+2%)
Value$8.5M (+$8.5M)
Filed 2026-10-20
United Advisor Group, LLC
DECREASED
Shares127,415 from 127,703
Change-288 (0%)
Value$7.1M (-$451.3K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares99,252 from 97,128
Change+2,124 (+2%)
Value$5.6M (-$212.2K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares97,463 from 101,805
Change-4,342 (-4%)
Value$5.5M (-$589.9K)
Filed 2026-11-02
Linscomb Wealth, Inc.
DECREASED
Shares90,766 from 96,203
Change-5,437 (-6%)
Value$5.1M (-$632.0K)
Filed 2026-11-05
Columbia Advisory Partners LLC
DECREASED
Shares75,279 from 79,482
Change-4,203 (-5%)
Value$4.2M (-$506.0K)
Filed 2026-10-15
IFG Advisory, LLC
DECREASED
Shares74,510 from 75,781
Change-1,271 (-2%)
Value$4.2M (-$329.4K)
Filed 2026-11-09
Stonebridge Wealth Management, LLC
DECREASED
Shares59,134 from 61,142
Change-2,008 (-3%)
Value$3.3M (-$320.7K)
Filed 2026-10-09
Philip James Wealth Mangement, LLC
DECREASED
Shares52,148 from 52,788
Change-640 (-1%)
Value$2.9M (-$215.7K)
Filed 2026-10-27
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares43,241 from 43,205
Change+36 (+0%)
Value$2.4M (-$145.2K)
Filed 2026-10-08
Certuity, LLC
DECREASED
Shares35,264 from 35,508
Change-244 (-1%)
Value$2.0M (-$134.7K)
Filed 2026-11-02
LifeWealth Investments, LLC
INCREASED
Shares32,919 from 31,831
Change+1,088 (+3%)
Value$1.8M (-$47.6K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,532 from 26,861
Change-1,329 (-5%)
Value$1.4K (-$1.6M)
Filed 2026-11-02
Harbor Investment Advisory, LLC
DECREASED
Shares20,072 from 20,300
Change-228 (-1%)
Value$1.1M (-$81.9K)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares17,940 from 17,940
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-06
Precedent Wealth Partners, LLC
DECREASED
Shares14,694 from 15,681
Change-987 (-6%)
Value$822.1K (-$108.7K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares13,814
Change+13,814
Value$772.8K
Filed 2026-11-03
Creative Planning
INCREASED
Shares13,453 from 13,442
Change+11 (+0%)
Value$752.6K (-$45.2K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares13,121 from 12,677
Change+444 (+4%)
Value$734.1K (-$18.4K)
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares11,095 from 11,258
Change-163 (-1%)
Value$645.9K (-$35.3K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares10,176 from 6,496
Change+3,680 (+57%)
Value$569 (-$385.4K)
Filed 2026-10-26
WealthPoint Financial, LLC
DECREASED
Shares9,915 from 9,970
Change-55 (-1%)
Value$554.7K (-$37.1K)
Filed 2026-11-03
First National Bank Sioux Falls
INCREASED
Shares9,896 from 9,052
Change+844 (+9%)
Value$553.6K (+$53.1K)
Filed 2026-10-13
Team Financial Group, LLC
DECREASED
Shares9,744 from 10,044
Change-300 (-3%)
Value$545.2K (-$51.0K)
Filed 2026-10-30
Wealthcare Capital Partners, LLC
DECREASED
Shares8,627 from 8,919
Change-292 (-3%)
Value$482.7K (-$46.7K)
Filed 2026-10-21
Capital Management Corp
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$453.2K (-$27.6K)
Filed 2026-10-29
Compass Financial Management LLC
UNCHANGED
Shares8,076 from 8,076
Change0 (0%)
Value$451.7K (-$27.7K)
Filed 2026-10-30
Princeton Global Asset Management LLC
DECREASED
Shares7,972 from 9,179
Change-1,207 (-13%)
Value$446.0K (-$98.8K)
Filed 2026-10-21
Redmond Asset Management, LLC
INCREASED
Shares7,880 from 7,765
Change+115 (+1%)
Value$440.8K (-$20.0K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED
Shares7,657 from 8,865
Change-1,208 (-14%)
Value$428.4K (-$97.8K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,435 from 6,302
Change+1,133 (+18%)
Value$419.1K (+$48.4K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
NEW
Shares7,357
Change+7,357
Value$411.6K
Filed 2026-10-16
Quartz Partners, LLC
INCREASED
Shares6,713 from 6,486
Change+227 (+4%)
Value$375.5K (-$9.4K)
Filed 2026-11-03
TopTier Wealth Management, LLC
DECREASED
Shares6,680 from 6,780
Change-100 (-1%)
Value$373.7K (-$28.7K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares6,424 from 6,424
Change0 (0%)
Value$359.4K (-$21.9K)
Filed 2026-11-03
RMR Wealth Builders
DECREASED
Shares6,155 from 6,167
Change-12 (0%)
Value$344.3K (-$21.7K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares5,743 from 5,579
Change+164 (+3%)
Value$321.4K (-$9.8K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
UNCHANGED
Shares5,727 from 5,727
Change0 (0%)
Value$320.4K (-$19.5K)
Filed 2026-10-26
Joseph Group Capital Management
DECREASED
Shares5,704 from 5,923
Change-219 (-4%)
Value$319.1K (-$32.4K)
Filed 2026-11-04
D.A. Davidson & Co.
NEW
Shares5,663
Change+5,663
Value$316.8K
Filed 2026-10-28
Imc-Chicago, LLC
UNCHANGED
Shares5,146 from 5,146
Change0 (0%)
Value$287.9K (-$17.5K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares4,624 from 5,407
Change-783 (-14%)
Value$258.7K (-$62.2K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares4,270 from 4,692
Change-422 (-9%)
Value$238.9K (-$39.6K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares4,241 from 4,535
Change-294 (-6%)
Value$243.2K (-$26.7K)
Filed 2026-10-27
Savant Capital, LLC
DECREASED
Shares4,239 from 7,976
Change-3,737 (-47%)
Value$237.2K (-$211.7K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares3,924 from 3,905
Change+19 (+0%)
Value$219.5K (-$12.2K)
Filed 2026-10-08
Kestra Advisory Services, LLC
DECREASED
Shares3,610 from 5,432
Change-1,822 (-34%)
Value$202.0K (-$120.5K)
Filed 2026-11-02
Redwood Family Wealth LLC
DECREASED
Shares3,596 from 3,766
Change-170 (-5%)
Value$201.2K (-$22.4K)
Filed 2026-10-20
Bessemer Group Inc
UNCHANGED
Shares3,527 from 3,527
Change0 (0%)
Value$197 (-$208.8K)
Filed 2026-11-09
Bank of Montreal
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$184.6K (-$11.2K)
Filed 2026-11-09
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$145 (-$9)
Filed 2026-10-27
Reap Financial Group, LLC
DECREASED
Shares2,210 from 2,344
Change-134 (-6%)
Value$123.6K (-$15.5K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares1,956 from 1,980
Change-24 (-1%)
Value$109.4K (-$8.1K)
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares1,867 from 1,824
Change+43 (+2%)
Value$104.5K (-$3.8K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,260
Change+1,260
Value$70.5K
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares1,222 from 1,244
Change-22 (-2%)
Value$68.4K (-$5.5K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,189 from 1,189
Change0 (0%)
Value$66.5K (-$4.1K)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$56.0K (-$3.4K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares906 from 1,084
Change-178 (-16%)
Value$50.7K (-$13.7K)
Filed 2026-10-26
Lynch Investment Planning, LLC
NEW
Shares512
Change+512
Value$28.6K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$26.6K (-$1.6K)
Filed 2026-10-20
US Bancorp \de\
NEW
Shares475
Change+475
Value$26.6K
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$19.8K (-$1.2K)
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$13.4K (-$814)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$11.8K (-$719)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$8.3K (-$504)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$6.8K (-$416)
Filed 2026-10-28
Covestor Ltd
INCREASED
Shares105 from 100
Change+5 (+5%)
Value$6 ($0)
Filed 2026-10-30
Geneos Wealth Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.6K (-$340)
Filed 2026-11-09
Main Street Group, LTD
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.8K (-$173)
Filed 2026-10-28
Blue Trust, Inc.
NEW
Shares3
Change+3
Value$171
Filed 2026-10-15
Beacon Financial Advisory LLC
CLOSED
Shares0 from 3,681
Change-3,681 (-100%)
Value$0 (-$218.5K)
Filed 2026-10-16
Truist Financial Corp
CLOSED
Shares0 from 3,674
Change-3,674 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-30
Optima Capital LLC
CLOSED
Shares0 from 3,619
Change-3,619 (-100%)
Value$0 (-$214.8K)
Filed 2026-10-29
Bison Wealth, LLC
CLOSED
Shares0 from 3,473
Change-3,473 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-13
Seek First Inc.
CLOSED
Shares0 from 3,381
Change-3,381 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$33.7K)
Filed 2026-11-06
IFP Advisors, Inc
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 535,104
Change-535,104 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 167,788
Change-167,788 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 141,714
Change-141,714 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 116,618
Change-116,618 (-100%)
Value—
UBS Group AG
N/A
Shares— from 99,718
Change-99,718 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 97,427
Change-97,427 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 83,919
Change-83,919 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 63,280
Change-63,280 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 48,378
Change-48,378 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 44,868
Change-44,868 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 40,184
Change-40,184 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 36,014
Change-36,014 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 33,300
Change-33,300 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 32,257
Change-32,257 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,504
Change-30,504 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 30,019
Change-30,019 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,327
Change-16,327 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,272
Change-16,272 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 14,907
Change-14,907 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,587
Change-9,587 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,490
Change-7,490 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,947
Change-5,947 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 628
Change-628 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 358
Change-358 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 14
Change-14 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
INCREASED682,033617,509+64,524+10%$36.7M$38.2M+$1.5M2026-11-06
Stonebridge Financial Group, LLC
INCREASED295,453289,800+5,653+2%$17.2M$16.5M-$671.3K2026-10-01
Lido Advisors, LLC
NEW207,286—+207,286——$11.6M—2026-11-04
LVM Capital Management LTD
INCREASED152,027148,480+3,547+2%$8.8K$8.5M+$8.5M2026-10-20
United Advisor Group, LLC
DECREASED127,415127,703-2880%$7.6M$7.1M-$451.3K2026-11-03
XML Financial, LLC
INCREASED99,25297,128+2,124+2%$5.8M$5.6M-$212.2K2026-10-29
Commonwealth Equity Services, LLC
DECREASED97,463101,805-4,342-4%$6.0M$5.5M-$589.9K2026-11-02
Linscomb Wealth, Inc.
DECREASED90,76696,203-5,437-6%$5.7M$5.1M-$632.0K2026-11-05
Columbia Advisory Partners LLC
DECREASED75,27979,482-4,203-5%$4.7M$4.2M-$506.0K2026-10-15
IFG Advisory, LLC
DECREASED74,51075,781-1,271-2%$4.5M$4.2M-$329.4K2026-11-09
Stonebridge Wealth Management, LLC
DECREASED59,13461,142-2,008-3%$3.6M$3.3M-$320.7K2026-10-09
Philip James Wealth Mangement, LLC
DECREASED52,14852,788-640-1%$3.1M$2.9M-$215.7K2026-10-27
Dickmeyer Boyce Financial Management, Inc.
INCREASED43,24143,205+36+0%$2.6M$2.4M-$145.2K2026-10-08
Certuity, LLC
DECREASED35,26435,508-244-1%$2.1M$2.0M-$134.7K2026-11-02
LifeWealth Investments, LLC
INCREASED32,91931,831+1,088+3%$1.9M$1.8M-$47.6K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED25,53226,861-1,329-5%$1.6M$1.4K-$1.6M2026-11-02
Harbor Investment Advisory, LLC
DECREASED20,07220,300-228-1%$1.2M$1.1M-$81.9K2026-10-13
Allworth Financial LP
UNCHANGED17,94017,94000%$1.1M$1.1M$02026-11-06
Precedent Wealth Partners, LLC
DECREASED14,69415,681-987-6%$930.7K$822.1K-$108.7K2026-10-21
Ascentis Independent Advisors
NEW13,814—+13,814——$772.8K—2026-11-03
Creative Planning
INCREASED13,45313,442+11+0%$797.8K$752.6K-$45.2K2026-11-02
Oppenheimer & Co Inc
INCREASED13,12112,677+444+4%$752.4K$734.1K-$18.4K2026-10-26
Sovran Advisors, LLC
DECREASED11,09511,258-163-1%$681.2K$645.9K-$35.3K2026-11-02
Park Avenue Securities LLC
INCREASED10,1766,496+3,680+57%$386.0K$569-$385.4K2026-10-26
WealthPoint Financial, LLC
DECREASED9,9159,970-55-1%$591.8K$554.7K-$37.1K2026-11-03
First National Bank Sioux Falls
INCREASED9,8969,052+844+9%$500.5K$553.6K+$53.1K2026-10-13
Team Financial Group, LLC
DECREASED9,74410,044-300-3%$596.1K$545.2K-$51.0K2026-10-30
Wealthcare Capital Partners, LLC
DECREASED8,6278,919-292-3%$529.4K$482.7K-$46.7K2026-10-21
Capital Management Corp
UNCHANGED8,1008,10000%$480.8K$453.2K-$27.6K2026-10-29
Compass Financial Management LLC
UNCHANGED8,0768,07600%$479.3K$451.7K-$27.7K2026-10-30
Princeton Global Asset Management LLC
DECREASED7,9729,179-1,207-13%$544.8K$446.0K-$98.8K2026-10-21
Redmond Asset Management, LLC
INCREASED7,8807,765+115+1%$460.9K$440.8K-$20.0K2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED7,6578,865-1,208-14%$526.2K$428.4K-$97.8K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED7,4356,302+1,133+18%$370.7K$419.1K+$48.4K2026-10-13
Concurrent Investment Advisors, LLC
NEW7,357—+7,357——$411.6K—2026-10-16
Quartz Partners, LLC
INCREASED6,7136,486+227+4%$385.0K$375.5K-$9.4K2026-11-03
TopTier Wealth Management, LLC
DECREASED6,6806,780-100-1%$402.4K$373.7K-$28.7K2026-10-16
Asset Dedication, LLC
UNCHANGED6,4246,42400%$381.3K$359.4K-$21.9K2026-11-03
RMR Wealth Builders
DECREASED6,1556,167-120%$366.1K$344.3K-$21.7K2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED5,7435,579+164+3%$331.2K$321.4K-$9.8K2026-10-16
Flagship Harbor Advisors, LLC
UNCHANGED5,7275,72700%$339.9K$320.4K-$19.5K2026-10-26
Joseph Group Capital Management
DECREASED5,7045,923-219-4%$351.5K$319.1K-$32.4K2026-11-04
D.A. Davidson & Co.
NEW5,663—+5,663——$316.8K—2026-10-28
Imc-Chicago, LLC
UNCHANGED5,1465,14600%$305.4K$287.9K-$17.5K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED4,6245,407-783-14%$320.9K$258.7K-$62.2K2026-10-28
Atria Investments, Inc
DECREASED4,2704,692-422-9%$278.5K$238.9K-$39.6K2026-10-15
Chicago Partners Investment Group LLC
DECREASED4,2414,535-294-6%$269.9K$243.2K-$26.7K2026-10-27
Savant Capital, LLC
DECREASED4,2397,976-3,737-47%$448.9K$237.2K-$211.7K2026-11-06
Farther Finance Advisors, LLC
INCREASED3,9243,905+19+0%$231.8K$219.5K-$12.2K2026-10-08
Kestra Advisory Services, LLC
DECREASED3,6105,432-1,822-34%$322.4K$202.0K-$120.5K2026-11-02
Redwood Family Wealth LLC
DECREASED3,5963,766-170-5%$223.6K$201.2K-$22.4K2026-10-20
Bessemer Group Inc
UNCHANGED3,5273,52700%$209.0K$197-$208.8K2026-11-09
Bank of Montreal
UNCHANGED3,3003,30000%$195.9K$184.6K-$11.2K2026-11-09
Capital Advisors, Ltd. LLC
UNCHANGED2,6002,60000%$154$145-$92026-10-27
Reap Financial Group, LLC
DECREASED2,2102,344-134-6%$139.1K$123.6K-$15.5K2026-11-02
SBI Securities Co., Ltd.
DECREASED1,9561,980-24-1%$117.5K$109.4K-$8.1K2026-10-22
Creative Financial Designs Inc
INCREASED1,8671,824+43+2%$108.3K$104.5K-$3.8K2026-11-04
Root Financial Partners, LLC
NEW1,260—+1,260——$70.5K—2026-10-21
Golden State Wealth Management, LLC
DECREASED1,2221,244-22-2%$73.9K$68.4K-$5.5K2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED1,1891,18900%$70.6K$66.5K-$4.1K2026-11-06
Assetmark, Inc
UNCHANGED1,0021,00200%$59.5K$56.0K-$3.4K2026-10-21
Lanark Financial, Inc.
DECREASED9061,084-178-16%$64.4K$50.7K-$13.7K2026-10-26
Lynch Investment Planning, LLC
NEW512—+512——$28.6K—2026-10-27
Private Trust Co NA
UNCHANGED47647600%$28.3K$26.6K-$1.6K2026-10-20
US Bancorp \de\
NEW475—+475——$26.6K—2026-11-05
CoreCap Advisors, LLC
UNCHANGED35435400%$21.0K$19.8K-$1.2K2026-10-08
Fifth Third Bancorp
UNCHANGED23923900%$14.2K$13.4K-$8142026-11-05
Parallel Advisors, LLC
UNCHANGED21121100%$12.5K$11.8K-$7192026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED14814800%$8.8K$8.3K-$5042026-10-30
Evolution Wealth Management Inc.
UNCHANGED12212200%$7.2K$6.8K-$4162026-10-28
Covestor Ltd
INCREASED105100+5+5%$6$6$02026-10-30
Geneos Wealth Management Inc.
UNCHANGED10010000%$5.9K$5.6K-$3402026-11-09
Main Street Group, LTD
UNCHANGED515100%$3.0K$2.8K-$1732026-10-28
Blue Trust, Inc.
NEW3—+3——$171—2026-10-15
Beacon Financial Advisory LLC
CLOSED03,681-3,681-100%$218.5K$0-$218.5K2026-10-16
Truist Financial Corp
CLOSED03,674-3,674-100%$218.0K$0-$218.0K2026-10-30
Optima Capital LLC
CLOSED03,619-3,619-100%$214.8K$0-$214.8K2026-10-29
Bison Wealth, LLC
CLOSED03,473-3,473-100%$204.6K$0-$204.6K2026-10-13
Seek First Inc.
CLOSED03,381-3,381-100%$200.7K$0-$200.7K2026-10-27
Institute for Wealth Management, Llc.
CLOSED0568-568-100%$33.7K$0-$33.7K2026-11-06
IFP Advisors, Inc
CLOSED0285-285-100%$16.9K$0-$16.9K2026-10-16
International Assets Investment Management, LLC
CLOSED020-20-100%$1.2K$0-$1.2K2026-11-02
Morgan Stanley
N/A—535,104-535,104-100%$31.8M———
Bank of America Corp
N/A—167,788-167,788-100%$10.0M———
Raymond James Financial Inc
N/A—141,714-141,714-100%$8.4M———
Osaic Holdings, Inc.
N/A—116,618-116,618-100%$6.9M———
UBS Group AG
N/A—99,718-99,718-100%$5.9M———
Modern Wealth Management, LLC
N/A—97,427-97,427-100%$5.8M———
Royal Bank of Canada
N/A—83,919-83,919-100%$5.0M———
Bank of Nova Scotia
N/A—63,280-63,280-100%$3.8M———
Independent Advisor Alliance
N/A—48,378-48,378-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—44,868-44,868-100%$2.7M———
Strategic Financial Concepts, LLC
N/A—40,184-40,184-100%$2.4M———
Vestmark Advisory Solutions, Inc.
N/A—36,014-36,014-100%$2.1M———
Captrust Financial Advisors
N/A—33,300-33,300-100%$2.0M———
Private Advisor Group, LLC
N/A—32,257-32,257-100%$1.9M———
Envestnet Asset Management Inc
N/A—30,504-30,504-100%$1.8M———
Everstar Asset Management, LLC
N/A—30,019-30,019-100%$1.8M———
Two Sigma Investments, LP
N/A—18,500-18,500-100%$1.1M———
Cetera Investment Advisers
N/A—16,327-16,327-100%$969.1K———
JPMorgan Chase & Co
N/A—16,272-16,272-100%$961.0K———
UBS Asset Management Americas LLC
N/A—14,907-14,907-100%$884.8K———
Northwestern Mutual Wealth Management Co
N/A—9,979-9,979-100%$592.3K———
Summit Financial, LLC
N/A—9,587-9,587-100%$569.0K———
Arkadios Wealth Advisors
N/A—8,920-8,920-100%$529.4K———
EP Wealth Advisors, LLC
N/A—8,743-8,743-100%$518.9K———
IHT Wealth Management, LLC
N/A—7,815-7,815-100%$463.8K———
Jones Financial Companies Lllp
N/A—7,490-7,490-100%$446.7K———
Steward Partners Investment Advisory, LLC
N/A—7,380-7,380-100%$438.0K———
Mercer Global Advisors Inc
N/A—7,365-7,365-100%$437.1K———
FMR LLC
N/A—7,128-7,128-100%$423.1K———
Citadel Advisors LLC
N/A—6,502-6,502-100%$385.9K———
Rockefeller Capital Management L.P.
N/A—6,283-6,283-100%$373.0K———
Sanctuary Advisors, LLC
N/A—5,947-5,947-100%$353.0K———
Cascade Financial Partners, LLC
N/A—5,372-5,372-100%$318.8K———
Stifel Financial Corp
N/A—5,317-5,317-100%$315.6K———
Venturi Wealth Management, LLC
N/A—5,148-5,148-100%$305.5K———
Founders Financial Alliance, LLC
N/A—4,550-4,550-100%$270.1K———
Huntington National Bank
N/A—4,495-4,495-100%$266.8K———
Flow Traders U.S. LLC
N/A—4,381-4,381-100%$260.0K———
Empirical Asset Management, LLC
N/A—4,141-4,141-100%$245.8K———
Gateway Wealth Partners, LLC
N/A—3,411-3,411-100%$202.5K———
Centaurus Financial, Inc.
N/A—3,145-3,145-100%$187.0K———
National Bank of Canada
N/A—2,600-2,600-100%$154.2K———
BFC Planning, Inc.
N/A—1,930-1,930-100%$114.6K———
Global Retirement Partners, LLC
N/A—1,713-1,713-100%$101.7K———
Blair William & Co
N/A—1,170-1,170-100%$69.4K———
Ancora Advisors LLCA
N/A—1,091-1,091-100%$64.8K———
Vanguard Advisers Inc
N/A—628-628-100%$37.3K———
O'shaughnessy Asset Management, LLC
N/A—616-616-100%$36.6K———
Medallion Wealth Advisors, LLC
N/A—469-469-100%$27.8K———
Wells Fargo & Company
N/A—358-358-100%$21.2K———
AE Wealth Management LLC
N/A—304-304-100%$18.0K———
Glen Eagle Advisors, LLC
N/A—301-301-100%$17.8K———
Aptus Capital Advisors, LLC
N/A—192-192-100%$11.4K———
NewEdge Advisors, LLC
N/A—183-183-100%$10.9K———
Smartleaf Asset Management LLC
N/A—62-62-100%$3.7K———
SHP Wealth Management
N/A—14-14-100%$831———
Financial Gravity Companies, Inc.
N/A—7-7-100%$415———
Showing 139 of 139 institutions