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Wisdomtree US Quality Growth (QGRW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,301,990 from 4,836,523
Change+2,465,467 (+51%)
Value$501.5M (+$182.1M)
Filed 2026-11-06
Retirement Planning Group, LLC
INCREASED
Shares4,613,600 from 4,540,625
Change+72,975 (+2%)
Value$316.9M (+$17.0M)
Filed 2026-10-19
Trust Point Inc.
INCREASED
Shares3,834,381 from 2,477,989
Change+1,356,392 (+55%)
Value$263.3M (+$99.7M)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,224,011 from 1,160,231
Change+63,780 (+6%)
Value$84.1M (+$7.5M)
Filed 2026-10-27
RVW Wealth, LLC
INCREASED
Shares1,117,209 from 1,073,242
Change+43,967 (+4%)
Value$76.7M (+$5.9M)
Filed 2026-10-06
Kestra Advisory Services, LLC
INCREASED
Shares551,164 from 475,740
Change+75,424 (+16%)
Value$37.9M (+$6.4M)
Filed 2026-11-02
Columbia Advisory Partners LLC
DECREASED
Shares415,634 from 436,638
Change-21,004 (-5%)
Value$28.5M (-$285.4K)
Filed 2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED
Shares303,576 from 297,728
Change+5,848 (+2%)
Value$20.8M (+$1.2M)
Filed 2026-10-27
Stenger Family Office, LLC
NEW
Shares285,270
Change+285,270
Value$20.0M
Filed 2026-10-22
Flynn Zito Capital Management, LLC
INCREASED
Shares257,992 from 257,034
Change+958 (+0%)
Value$17.7M (+$746.9K)
Filed 2026-11-04
Sound Income Strategies, LLC
INCREASED
Shares250,072 from 237,599
Change+12,473 (+5%)
Value$17.4M (+$1.8M)
Filed 2026-10-09
GLR Partners, LLC
INCREASED
Shares210,372 from 205,596
Change+4,776 (+2%)
Value$14.4M (+$872.8K)
Filed 2026-11-04
tru Independence LLC
INCREASED
Shares198,033 from 196,015
Change+2,018 (+1%)
Value$13.6M (+$658.0K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares190,095 from 193,726
Change-3,631 (-2%)
Value$13.1M (+$264.0K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares181,331 from 181,419
Change-88 (0%)
Value$12.5M (+$474.7K)
Filed 2026-11-05
Centurion Wealth Management LLC
INCREASED
Shares164,473 from 161,509
Change+2,964 (+2%)
Value$11.3M (+$631.6K)
Filed 2026-10-13
Vericrest Private Wealth
INCREASED
Shares146,594 from 127,611
Change+18,983 (+15%)
Value$10.1M (+$1.6M)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares135,434 from 131,120
Change+4,314 (+3%)
Value$9.3M (+$643.8K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares115,908 from 95,524
Change+20,384 (+21%)
Value$8.0M (+$1.7M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares99,155 from 92,301
Change+6,854 (+7%)
Value$6.8K (-$6.1M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares88,068 from 77,208
Change+10,860 (+14%)
Value$6.0M (+$950.5K)
Filed 2026-11-02
KPP Advisory Services LLC
INCREASED
Shares84,253 from 79,191
Change+5,062 (+6%)
Value$5.8M (+$557.5K)
Filed 2026-10-26
Formidable Asset Management, LLC
DECREASED
Shares76,093 from 76,884
Change-791 (-1%)
Value$5.0M (+$916.5K)
Filed 2026-11-03
Avestar Capital, LLC
DECREASED
Shares71,611 from 73,092
Change-1,481 (-2%)
Value$4.9M (+$92.0K)
Filed 2026-10-28
Herold Advisors, Inc.
INCREASED
Shares70,756 from 67,404
Change+3,352 (+5%)
Value$4.9M (+$406.5K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares62,448 from 59,671
Change+2,777 (+5%)
Value$4.3M (+$348.9K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares60,087 from 59,895
Change+192 (+0%)
Value$4.1M (+$171.9K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
INCREASED
Shares55,959 from 34,092
Change+21,867 (+64%)
Value$3.8M (+$1.6M)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares52,715 from 63,312
Change-10,597 (-17%)
Value$3.6M (-$560.0K)
Filed 2026-10-26
TopTier Wealth Management, LLC
INCREASED
Shares52,470 from 43,171
Change+9,299 (+22%)
Value$3.6M (+$753.1K)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares49,411 from 50,902
Change-1,491 (-3%)
Value$3.4M (+$32.5K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares44,385 from 39,791
Change+4,594 (+12%)
Value$3.0M (+$421.0K)
Filed 2026-11-03
WT Wealth Management
NEW
Shares41,297
Change+41,297
Value$2.8M
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares33,114 from 32,132
Change+982 (+3%)
Value$2.3M (+$205.8K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares25,707 from 24,965
Change+742 (+3%)
Value$1.8M (+$117.1K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
INCREASED
Shares22,287 from 19,292
Change+2,995 (+16%)
Value$1.5M (+$256.8K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares16,512 from 15,331
Change+1,181 (+8%)
Value$1.1M (+$121.7K)
Filed 2026-11-04
Farrell Financial LLC
INCREASED
Shares16,017 from 14,810
Change+1,207 (+8%)
Value$1.1M (+$122.1K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares15,907 from 14,521
Change+1,386 (+10%)
Value$1.1K (-$957.9K)
Filed 2026-10-26
Parsons Capital Management Inc
INCREASED
Shares11,754 from 7,781
Change+3,973 (+51%)
Value$807.2K (+$293.5K)
Filed 2026-10-28
WealthPoint Financial, LLC
DECREASED
Shares11,419 from 11,421
Change-2 (0%)
Value$784.2K (+$30.1K)
Filed 2026-11-03
XY Planning Network, Inc.
DECREASED
Shares11,066 from 12,358
Change-1,292 (-10%)
Value$760.0K (-$56.0K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares10,345 from 10,295
Change+50 (+0%)
Value$710.5K (+$30.7K)
Filed 2026-11-02
Clarity Asset Management, Inc.
INCREASED
Shares9,853 from 9,818
Change+35 (+0%)
Value$676.7K (+$28.4K)
Filed 2026-10-14
Cabot Wealth Management Inc
NEW
Shares9,415
Change+9,415
Value$646.6K
Filed 2026-11-05
Trademark Financial Management, LLC
DECREASED
Shares7,800 from 14,310
Change-6,510 (-45%)
Value$535.7K (-$409.2K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares7,692 from 9,011
Change-1,319 (-15%)
Value$528.3K (-$66.7K)
Filed 2026-10-16
Horizon Wealth Management, LLC
DECREASED
Shares7,450 from 9,628
Change-2,178 (-23%)
Value$511.7K (-$124.0K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares7,139 from 7,139
Change0 (0%)
Value$490.3K (+$18.9K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares7,095 from 7,052
Change+43 (+1%)
Value$487.3K (+$21.6K)
Filed 2026-10-08
Intrua Financial, LLC
DECREASED
Shares6,688 from 7,196
Change-508 (-7%)
Value$459.3K (-$15.8K)
Filed 2026-10-28
Legacy Advisors, LLC
UNCHANGED
Shares6,225 from 6,225
Change0 (0%)
Value$427.5K (+$16.5K)
Filed 2026-10-19
Uhlmann Price Securities, LLC
INCREASED
Shares5,691 from 3,558
Change+2,133 (+60%)
Value$390.8K (+$155.9K)
Filed 2026-11-03
Falcon Wealth Planning
INCREASED
Shares5,633 from 5,614
Change+19 (+0%)
Value$386.9K (+$16.2K)
Filed 2026-11-06
Virtue Capital Management, LLC
NEW
Shares5,523
Change+5,523
Value$379.3K
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares5,092 from 5,095
Change-3 (0%)
Value$349.7K (+$13.3K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
NEW
Shares4,984
Change+4,984
Value$342.3K
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares4,864 from 4,617
Change+247 (+5%)
Value$334.1K (+$29.2K)
Filed 2026-10-14
Soltis Investment Advisors LLC
DECREASED
Shares4,649 from 5,133
Change-484 (-9%)
Value$319.3K (-$19.6K)
Filed 2026-10-28
Vise Technologies, Inc.
DECREASED
Shares4,544 from 5,075
Change-531 (-10%)
Value$312.1K (-$23.0K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares4,472 from 4,547
Change-75 (-2%)
Value$307.1K (+$6.9K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares4,385
Change+4,385
Value$301.2K
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$294.6K (+$11.4K)
Filed 2026-10-20
VestGen Advisors, LLC
UNCHANGED
Shares4,289 from 4,289
Change0 (0%)
Value$294.6K (+$11.4K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW
Shares4,147
Change+4,147
Value$284.8K
Filed 2026-10-16
Paragon Capital Management Ltd
UNCHANGED
Shares4,005 from 4,005
Change0 (0%)
Value$275.1K (+$10.6K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
INCREASED
Shares3,926 from 3,551
Change+375 (+11%)
Value$269.6K (+$35.2K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
UNCHANGED
Shares3,864 from 3,864
Change0 (0%)
Value$265.4K (+$10.2K)
Filed 2026-11-04
Colonial River Investments, LLC
DECREASED
Shares3,840 from 4,325
Change-485 (-11%)
Value$263.7K (-$21.8K)
Filed 2026-10-19
Merit Financial Group, LLC
NEW
Shares3,750
Change+3,750
Value$257.6K
Filed 2026-11-06
Lantern Wealth Advisors, LLC
INCREASED
Shares3,685 from 3,147
Change+538 (+17%)
Value$253.1K (+$45.3K)
Filed 2026-10-22
CRA Financial Services, LLC
NEW
Shares3,376
Change+3,376
Value$231.9K
Filed 2026-10-16
Maia Wealth LLC
DECREASED
Shares3,167 from 3,176
Change-9 (0%)
Value$217.5K (+$7.8K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
NEW
Shares3,090
Change+3,090
Value$212.2K
Filed 2026-10-23
Team Financial Group, LLC
DECREASED
Shares3,087 from 4,636
Change-1,549 (-33%)
Value$212.0K (-$94.1K)
Filed 2026-10-30
SAX Wealth Advisors, LLC
NEW
Shares3,078
Change+3,078
Value$211.4K
Filed 2026-10-13
Omni 360 Wealth, Inc.
NEW
Shares3,076
Change+3,076
Value$211.3K
Filed 2026-10-13
Lionshead Wealth Management, LLC
NEW
Shares2,944
Change+2,944
Value$202.2K
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares1,620 from 1,652
Change-32 (-2%)
Value$111.3K (+$2.2K)
Filed 2026-11-05
Reap Financial Group, LLC
DECREASED
Shares1,272 from 1,541
Change-269 (-17%)
Value$87.4K (-$14.4K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares1,224
Change+1,224
Value$84.1K
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares1,187
Change+1,187
Value$116
Filed 2026-10-02
Covestor Ltd
INCREASED
Shares924 from 901
Change+23 (+3%)
Value$63 (-$59.9K)
Filed 2026-10-30
Jnba Financial Advisors
INCREASED
Shares829 from 754
Change+75 (+10%)
Value$56.9K (+$7.1K)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares780 from 800
Change-20 (-2%)
Value$53.6K (+$746)
Filed 2026-11-06
Barclays PLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$47.7K (+$1.8K)
Filed 2026-11-06
GK Wealth Management LLC
DECREASED
Shares436 from 17,075
Change-16,639 (-97%)
Value$30.0K (-$1.1M)
Filed 2026-10-09
Markowski Investments
DECREASED
Shares430 from 1,534
Change-1,104 (-72%)
Value$29.6K (-$71.8K)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$25.8K (+$997)
Filed 2026-10-21
Elevated Capital Advisors, LLC
INCREASED
Shares322 from 277
Change+45 (+16%)
Value$22.1K (+$3.8K)
Filed 2026-11-04
Fortitude Family Office, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$18.4K (+$710)
Filed 2026-10-14
NBT Bank, N.A.
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$17.9K (+$691)
Filed 2026-10-21
Farther Finance Advisors, LLC
NEW
Shares225
Change+225
Value$15.5K
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares201 from 1,334
Change-1,133 (-85%)
Value$13.8K (-$74.3K)
Filed 2026-10-16
Evolution Wealth Management Inc.
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$12.9K (+$498)
Filed 2026-10-28
Simplex Trading, LLC
DECREASED
Shares147 from 212
Change-65 (-31%)
Value$10.1K (-$3.9K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares78
Change+78
Value$5.4K
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.4K (+$132)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares30
Change+30
Value$2.1K
Filed 2026-10-21
Sigma Planning Corp
CLOSED
Shares0 from 24,578
Change-24,578 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-23
Zega Investments, LLC
CLOSED
Shares0 from 5,694
Change-5,694 (-100%)
Value$0 (-$376.0K)
Filed 2026-11-04
Elm3 Financial Group, LLC
CLOSED
Shares0 from 3,883
Change-3,883 (-100%)
Value$0 (-$256.4K)
Filed 2026-10-07
Enclave Advisors LLC
CLOSED
Shares0 from 3,164
Change-3,164 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-14
Orgel Wealth Management, LLC
CLOSED
Shares0 from 3,156
Change-3,156 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-14
Wedbush Securities Inc
CLOSED
Shares0 from 3,030
Change-3,030 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-22
Tucker Asset Management LLC
CLOSED
Shares0 from 896
Change-896 (-100%)
Value$0 (-$59.2K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 3,143,846
Change-3,143,846 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,136,892
Change-2,136,892 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,113,144
Change-1,113,144 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 912,147
Change-912,147 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 692,580
Change-692,580 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 681,763
Change-681,763 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 548,800
Change-548,800 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 540,515
Change-540,515 (-100%)
Value—
UBS Group AG
N/A
Shares— from 516,476
Change-516,476 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 429,394
Change-429,394 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 363,175
Change-363,175 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 360,786
Change-360,786 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 357,500
Change-357,500 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 345,390
Change-345,390 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 336,730
Change-336,730 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 300,758
Change-300,758 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 277,406
Change-277,406 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 252,706
Change-252,706 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 211,825
Change-211,825 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 205,987
Change-205,987 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 190,503
Change-190,503 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 148,890
Change-148,890 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 83,917
Change-83,917 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 73,666
Change-73,666 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 70,842
Change-70,842 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 61,097
Change-61,097 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 49,781
Change-49,781 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 46,606
Change-46,606 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 46,133
Change-46,133 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 44,415
Change-44,415 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,270
Change-38,270 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 30,322
Change-30,322 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 30,262
Change-30,262 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,646
Change-28,646 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 24,889
Change-24,889 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,124
Change-24,124 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,937
Change-23,937 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21,147
Change-21,147 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,941
Change-19,941 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,637
Change-19,637 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,837
Change-17,837 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,616
Change-17,616 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,479
Change-17,479 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,404
Change-17,404 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 14,354
Change-14,354 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,134
Change-12,134 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 10,254
Change-10,254 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 9,534
Change-9,534 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,194
Change-9,194 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 9,086
Change-9,086 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,209
Change-8,209 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,844
Change-7,844 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,090
Change-5,090 (-100%)
Value—
&partners
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 812
Change-812 (-100%)
Value—
EFG International AG
N/A
Shares— from 600
Change-600 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 420
Change-420 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 345
Change-345 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,301,9904,836,523+2,465,467+51%$319.4M$501.5M+$182.1M2026-11-06
Retirement Planning Group, LLC
INCREASED4,613,6004,540,625+72,975+2%$299.8M$316.9M+$17.0M2026-10-19
Trust Point Inc.
INCREASED3,834,3812,477,989+1,356,392+55%$163.6M$263.3M+$99.7M2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,224,0111,160,231+63,780+6%$76.6M$84.1M+$7.5M2026-10-27
RVW Wealth, LLC
INCREASED1,117,2091,073,242+43,967+4%$70.9M$76.7M+$5.9M2026-10-06
Kestra Advisory Services, LLC
INCREASED551,164475,740+75,424+16%$31.4M$37.9M+$6.4M2026-11-02
Columbia Advisory Partners LLC
DECREASED415,634436,638-21,004-5%$28.8M$28.5M-$285.4K2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED303,576297,728+5,848+2%$19.7M$20.8M+$1.2M2026-10-27
Stenger Family Office, LLC
NEW285,270—+285,270——$20.0M—2026-10-22
Flynn Zito Capital Management, LLC
INCREASED257,992257,034+958+0%$17.0M$17.7M+$746.9K2026-11-04
Sound Income Strategies, LLC
INCREASED250,072237,599+12,473+5%$15.7M$17.4M+$1.8M2026-10-09
GLR Partners, LLC
INCREASED210,372205,596+4,776+2%$13.6M$14.4M+$872.8K2026-11-04
tru Independence LLC
INCREASED198,033196,015+2,018+1%$12.9M$13.6M+$658.0K2026-10-20
Atria Investments, Inc
DECREASED190,095193,726-3,631-2%$12.8M$13.1M+$264.0K2026-10-15
US Bancorp \de\
DECREASED181,331181,419-880%$12.0M$12.5M+$474.7K2026-11-05
Centurion Wealth Management LLC
INCREASED164,473161,509+2,964+2%$10.7M$11.3M+$631.6K2026-10-13
Vericrest Private Wealth
INCREASED146,594127,611+18,983+15%$8.4M$10.1M+$1.6M2026-10-21
Lanark Financial, Inc.
INCREASED135,434131,120+4,314+3%$8.7M$9.3M+$643.8K2026-10-26
United Advisor Group, LLC
INCREASED115,90895,524+20,384+21%$6.3M$8.0M+$1.7M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED99,15592,301+6,854+7%$6.1M$6.8K-$6.1M2026-11-02
Commonwealth Equity Services, LLC
INCREASED88,06877,208+10,860+14%$5.1M$6.0M+$950.5K2026-11-02
KPP Advisory Services LLC
INCREASED84,25379,191+5,062+6%$5.2M$5.8M+$557.5K2026-10-26
Formidable Asset Management, LLC
DECREASED76,09376,884-791-1%$4.1M$5.0M+$916.5K2026-11-03
Avestar Capital, LLC
DECREASED71,61173,092-1,481-2%$4.8M$4.9M+$92.0K2026-10-28
Herold Advisors, Inc.
INCREASED70,75667,404+3,352+5%$4.5M$4.9M+$406.5K2026-10-19
Golden State Wealth Management, LLC
INCREASED62,44859,671+2,777+5%$3.9M$4.3M+$348.9K2026-11-02
MGO One Seven LLC
INCREASED60,08759,895+192+0%$4.0M$4.1M+$171.9K2026-10-28
Flagship Wealth Advisors, LLC
INCREASED55,95934,092+21,867+64%$2.3M$3.8M+$1.6M2026-11-03
Flagship Harbor Advisors, LLC
DECREASED52,71563,312-10,597-17%$4.2M$3.6M-$560.0K2026-10-26
TopTier Wealth Management, LLC
INCREASED52,47043,171+9,299+22%$2.9M$3.6M+$753.1K2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED49,41150,902-1,491-3%$3.4M$3.4M+$32.5K2026-10-15
RFG Advisory, LLC
INCREASED44,38539,791+4,594+12%$2.6M$3.0M+$421.0K2026-11-03
WT Wealth Management
NEW41,297—+41,297——$2.8M—2026-10-13
Bison Wealth, LLC
INCREASED33,11432,132+982+3%$2.1M$2.3M+$205.8K2026-10-13
Truist Financial Corp
INCREASED25,70724,965+742+3%$1.6M$1.8M+$117.1K2026-10-30
Kestra Private Wealth Services, LLC
INCREASED22,28719,292+2,995+16%$1.3M$1.5M+$256.8K2026-11-06
Creative Financial Designs Inc
INCREASED16,51215,331+1,181+8%$1.0M$1.1M+$121.7K2026-11-04
Farrell Financial LLC
INCREASED16,01714,810+1,207+8%$977.9K$1.1M+$122.1K2026-10-16
Park Avenue Securities LLC
INCREASED15,90714,521+1,386+10%$959.0K$1.1K-$957.9K2026-10-26
Parsons Capital Management Inc
INCREASED11,7547,781+3,973+51%$513.8K$807.2K+$293.5K2026-10-28
WealthPoint Financial, LLC
DECREASED11,41911,421-20%$754.1K$784.2K+$30.1K2026-11-03
XY Planning Network, Inc.
DECREASED11,06612,358-1,292-10%$816.0K$760.0K-$56.0K2026-10-14
Creative Planning
INCREASED10,34510,295+50+0%$679.8K$710.5K+$30.7K2026-11-02
Clarity Asset Management, Inc.
INCREASED9,8539,818+35+0%$648.3K$676.7K+$28.4K2026-10-14
Cabot Wealth Management Inc
NEW9,415—+9,415——$646.6K—2026-11-05
Trademark Financial Management, LLC
DECREASED7,80014,310-6,510-45%$944.9K$535.7K-$409.2K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED7,6929,011-1,319-15%$594.9K$528.3K-$66.7K2026-10-16
Horizon Wealth Management, LLC
DECREASED7,4509,628-2,178-23%$635.7K$511.7K-$124.0K2026-11-02
Halbert Hargrove Global Advisors, LLC
UNCHANGED7,1397,13900%$471.4K$490.3K+$18.9K2026-10-16
CoreCap Advisors, LLC
INCREASED7,0957,052+43+1%$465.6K$487.3K+$21.6K2026-10-08
Intrua Financial, LLC
DECREASED6,6887,196-508-7%$475.1K$459.3K-$15.8K2026-10-28
Legacy Advisors, LLC
UNCHANGED6,2256,22500%$411.0K$427.5K+$16.5K2026-10-19
Uhlmann Price Securities, LLC
INCREASED5,6913,558+2,133+60%$235.0K$390.8K+$155.9K2026-11-03
Falcon Wealth Planning
INCREASED5,6335,614+19+0%$370.7K$386.9K+$16.2K2026-11-06
Virtue Capital Management, LLC
NEW5,523—+5,523——$379.3K—2026-10-29
Dynamic Advisor Solutions LLC
DECREASED5,0925,095-30%$336.4K$349.7K+$13.3K2026-10-13
Signal Advisors Wealth, LLC
NEW4,984—+4,984——$342.3K—2026-10-13
Tempus Wealth Planning, LLC
INCREASED4,8644,617+247+5%$304.9K$334.1K+$29.2K2026-10-14
Soltis Investment Advisors LLC
DECREASED4,6495,133-484-9%$338.9K$319.3K-$19.6K2026-10-28
Vise Technologies, Inc.
DECREASED4,5445,075-531-10%$335.1K$312.1K-$23.0K2026-10-29
PNC Financial Services Group, Inc.
DECREASED4,4724,547-75-2%$300.2K$307.1K+$6.9K2026-11-06
StoneX Group Inc.
NEW4,385—+4,385——$301.2K—2026-11-03
Private Trust Co NA
UNCHANGED4,2904,29000%$283.3K$294.6K+$11.4K2026-10-20
VestGen Advisors, LLC
UNCHANGED4,2894,28900%$283.2K$294.6K+$11.4K2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW4,147—+4,147——$284.8K—2026-10-16
Paragon Capital Management Ltd
UNCHANGED4,0054,00500%$264.5K$275.1K+$10.6K2026-10-09
J.W. Cole Advisors, Inc.
INCREASED3,9263,551+375+11%$234.5K$269.6K+$35.2K2026-11-05
D'Orazio & Associates, Inc.
UNCHANGED3,8643,86400%$255.1K$265.4K+$10.2K2026-11-04
Colonial River Investments, LLC
DECREASED3,8404,325-485-11%$285.6K$263.7K-$21.8K2026-10-19
Merit Financial Group, LLC
NEW3,750—+3,750——$257.6K—2026-11-06
Lantern Wealth Advisors, LLC
INCREASED3,6853,147+538+17%$207.8K$253.1K+$45.3K2026-10-22
CRA Financial Services, LLC
NEW3,376—+3,376——$231.9K—2026-10-16
Maia Wealth LLC
DECREASED3,1673,176-90%$209.7K$217.5K+$7.8K2026-10-19
Kingswood Wealth Advisors, LLC
NEW3,090—+3,090——$212.2K—2026-10-23
Team Financial Group, LLC
DECREASED3,0874,636-1,549-33%$306.1K$212.0K-$94.1K2026-10-30
SAX Wealth Advisors, LLC
NEW3,078—+3,078——$211.4K—2026-10-13
Omni 360 Wealth, Inc.
NEW3,076—+3,076——$211.3K—2026-10-13
Lionshead Wealth Management, LLC
NEW2,944—+2,944——$202.2K—2026-10-21
Fifth Third Bancorp
DECREASED1,6201,652-32-2%$109.1K$111.3K+$2.2K2026-11-05
Reap Financial Group, LLC
DECREASED1,2721,541-269-17%$101.8K$87.4K-$14.4K2026-11-02
Nova Financial LLC
NEW1,224—+1,224——$84.1K—2026-11-04
Polaris Financial Partners
NEW1,187—+1,187——$116—2026-10-02
Covestor Ltd
INCREASED924901+23+3%$60.0K$63-$59.9K2026-10-30
Jnba Financial Advisors
INCREASED829754+75+10%$49.8K$56.9K+$7.1K2026-11-03
Russell Investments Group, Ltd.
DECREASED780800-20-2%$52.8K$53.6K+$7462026-11-06
Barclays PLC
UNCHANGED69469400%$45.8K$47.7K+$1.8K2026-11-06
GK Wealth Management LLC
DECREASED43617,075-16,639-97%$1.1M$30.0K-$1.1M2026-10-09
Markowski Investments
DECREASED4301,534-1,104-72%$101.3K$29.6K-$71.8K2026-10-30
Assetmark, Inc
UNCHANGED37637600%$24.8K$25.8K+$9972026-10-21
Elevated Capital Advisors, LLC
INCREASED322277+45+16%$18.3K$22.1K+$3.8K2026-11-04
Fortitude Family Office, LLC
UNCHANGED26826800%$17.7K$18.4K+$7102026-10-14
NBT Bank, N.A.
UNCHANGED26126100%$17.2K$17.9K+$6912026-10-21
Farther Finance Advisors, LLC
NEW225—+225——$15.5K—2026-10-08
IFP Advisors, Inc
DECREASED2011,334-1,133-85%$88.1K$13.8K-$74.3K2026-10-16
Evolution Wealth Management Inc.
UNCHANGED18818800%$12.4K$12.9K+$4982026-10-28
Simplex Trading, LLC
DECREASED147212-65-31%$14.0K$10.1K-$3.9K2026-11-04
Latitude Advisors, LLC
NEW78—+78——$5.4K—2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED505000%$3.3K$3.4K+$1322026-10-15
Root Financial Partners, LLC
NEW30—+30——$2.1K—2026-10-21
Sigma Planning Corp
CLOSED024,578-24,578-100%$1.6M$0-$1.6M2026-10-23
Zega Investments, LLC
CLOSED05,694-5,694-100%$376.0K$0-$376.0K2026-11-04
Elm3 Financial Group, LLC
CLOSED03,883-3,883-100%$256.4K$0-$256.4K2026-10-07
Enclave Advisors LLC
CLOSED03,164-3,164-100%$208.9K$0-$208.9K2026-10-14
Orgel Wealth Management, LLC
CLOSED03,156-3,156-100%$208.4K$0-$208.4K2026-10-14
Wedbush Securities Inc
CLOSED03,030-3,030-100%$200.0K$0-$200.0K2026-10-22
Tucker Asset Management LLC
CLOSED0896-896-100%$59.2K$0-$59.2K2026-10-29
Capital Investment Advisory Services, LLC
CLOSED0225-225-100%$14.9K$0-$14.9K2026-10-30
International Assets Investment Management, LLC
CLOSED031-31-100%$2.0K$0-$2.0K2026-11-02
Morgan Stanley
N/A—3,143,846-3,143,846-100%$207.6M———
Bank of America Corp
N/A—2,136,892-2,136,892-100%$141.1M———
Private Advisor Group, LLC
N/A—1,113,144-1,113,144-100%$73.5M———
Raymond James Financial Inc
N/A—912,147-912,147-100%$60.2M———
Bluespring Wealth Management, LLC
N/A—692,580-692,580-100%$45.7M———
Envestnet Asset Management Inc
N/A—681,763-681,763-100%$45.0M———
Rockefeller Capital Management L.P.
N/A—548,800-548,800-100%$36.2M———
HighTower Advisors, LLC
N/A—540,515-540,515-100%$35.7M———
UBS Group AG
N/A—516,476-516,476-100%$34.1M———
Cetera Investment Advisers
N/A—429,394-429,394-100%$28.4M———
Quattro Advisors LLC
N/A—363,175-363,175-100%$24.0M———
Prestige Wealth Management Group LLC
N/A—360,786-360,786-100%$23.8M———
Osaic Holdings, Inc.
N/A—357,500-357,500-100%$23.6M———
Ritter Daniher Financial Advisory LLC / de
N/A—345,390-345,390-100%$22.8M———
Legacy Financial Advisors, Inc.
N/A—336,730-336,730-100%$22.2M———
Western Wealth Management, LLC
N/A—300,758-300,758-100%$19.9M———
Smartleaf Asset Management LLC
N/A—277,406-277,406-100%$18.1M———
Northwestern Mutual Wealth Management Co
N/A—252,706-252,706-100%$16.7M———
Resolute Capital, LLC
N/A—211,825-211,825-100%$14.0M———
Janney Montgomery Scott LLC
N/A—205,987-205,987-100%$13.6M———
Oxinas Partners, LLC
N/A—190,503-190,503-100%$12.6M———
Summit Financial, LLC
N/A—148,890-148,890-100%$9.8M———
Kingsview Wealth Management, LLC
N/A—83,917-83,917-100%$5.5M———
Arkadios Wealth Advisors
N/A—73,666-73,666-100%$4.9M———
Equitable Holdings, Inc.
N/A—70,842-70,842-100%$4.7M———
Global Retirement Partners, LLC
N/A—61,097-61,097-100%$4.0M———
TD Capital Management LLC
N/A—49,781-49,781-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—46,606-46,606-100%$3.1M———
Harbour Investments, Inc.
N/A—46,133-46,133-100%$3.0M———
JPMorgan Chase & Co
N/A—44,415-44,415-100%$2.9M———
Goldman Sachs Group Inc
N/A—38,270-38,270-100%$2.5M———
Jones Financial Companies Lllp
N/A—30,322-30,322-100%$1.9M———
Bravias Capital Group, LLC
N/A—30,262-30,262-100%$2.0M———
Sanctuary Advisors, LLC
N/A—28,646-28,646-100%$1.9M———
Gladstone Institutional Advisory LLC
N/A—24,889-24,889-100%$1.6M———
Mercer Global Advisors Inc
N/A—24,124-24,124-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—23,937-23,937-100%$1.6M———
Geneos Wealth Management Inc.
N/A—21,147-21,147-100%$1.4M———
CreativeOne Wealth, LLC
N/A—19,941-19,941-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—19,637-19,637-100%$1.3M———
HRT Financial LP
N/A—17,837-17,837-100%$1.2M———
Ameriprise Financial Inc
N/A—17,616-17,616-100%$1.2M———
Susquehanna International Group, LLP
N/A—17,479-17,479-100%$1.2M———
Stifel Financial Corp
N/A—17,404-17,404-100%$1.1M———
Hopwood Nicholas Hunter
N/A—14,354-14,354-100%$947.8K———
Gateway Wealth Partners, LLC
N/A—12,134-12,134-100%$801.2K———
Empirical Asset Management, LLC
N/A—10,389-10,389-100%$686.0K———
GTS Securities LLC
N/A—10,254-10,254-100%$677.1K———
Sankala Group LLC
N/A—9,534-9,534-100%$639.5K———
Kovack Advisors, Inc.
N/A—9,194-9,194-100%$605.7K———
Millington Financial Advisors, LLC
N/A—9,086-9,086-100%$586.5K———
Brown Advisory Inc
N/A—8,766-8,766-100%$578.8K———
Founders Financial Alliance, LLC
N/A—8,267-8,267-100%$545.9K———
FMR LLC
N/A—8,209-8,209-100%$542.1K———
Mariner, LLC
N/A—7,844-7,844-100%$517.9K———
Commerce Bank
N/A—7,560-7,560-100%$499.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,030-6,030-100%$398.2K———
Quantinno Capital Management LP
N/A—5,902-5,902-100%$389.7K———
Integrated Wealth Concepts LLC
N/A—5,893-5,893-100%$389.1K———
AE Wealth Management LLC
N/A—5,218-5,218-100%$344.5K———
NewEdge Advisors, LLC
N/A—5,090-5,090-100%$336.1K———
&partners
N/A—4,898-4,898-100%$323.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—4,124-4,124-100%$272.0K———
AQR Capital Management LLC
N/A—4,031-4,031-100%$266.2K———
Centaurus Financial, Inc.
N/A—3,324-3,324-100%$219.0K———
Tower Research Capital LLC (TRC)
N/A—2,830-2,830-100%$186.9K———
Aptus Capital Advisors, LLC
N/A—2,738-2,738-100%$180.8K———
BFC Planning, Inc.
N/A—2,262-2,262-100%$149.4K———
Wells Fargo & Company
N/A—1,995-1,995-100%$131.7K———
Ameritas Advisory Services, LLC
N/A—952-952-100%$62.9K———
Royal Bank of Canada
N/A—812-812-100%$54.0K———
EFG International AG
N/A—600-600-100%$39.6K———
O'shaughnessy Asset Management, LLC
N/A—494-494-100%$32.6K———
Arax Advisory Partners
N/A—420-420-100%$27.7K———
Qube Research & Technologies Ltd
N/A—345-345-100%$22.8K———
Glen Eagle Advisors, LLC
N/A—280-280-100%$18.5K———
IFG Advisory, LLC
N/A—90-90-100%$5.9K———
Showing 185 of 185 institutions