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Wisdomtree AI and Innovation (WTAI)

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
Shares1,079,174 from 908,339
Change+170,835 (+19%)
Value$47.1M (+$4.0M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares382,657 from 300,517
Change+82,140 (+27%)
Value$16.7M (+$2.5M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares239,585 from 240,093
Change-508 (0%)
Value$10.5M (-$929.7K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares122,132 from 120,269
Change+1,863 (+2%)
Value$5.3M (-$373.2K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares86,114 from 100,127
Change-14,013 (-14%)
Value$3.1M (-$1.6M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares80,607 from 95,226
Change-14,619 (-15%)
Value$3.5M (-$998.7K)
Filed 2026-10-30
Berbice Capital Management LLC
INCREASED
Shares78,764 from 74,959
Change+3,805 (+5%)
Value$3.4M (-$117.1K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares70,389 from 70,345
Change+44 (+0%)
Value$2.8M (-$504.0K)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares61,773 from 55,413
Change+6,360 (+11%)
Value$2.7M (+$68.4K)
Filed 2026-10-20
Perigon Wealth Management, LLC
DECREASED
Shares46,378 from 83,934
Change-37,556 (-45%)
Value$2.0M (-$2.0M)
Filed 2026-10-22
Creative Financial Designs Inc
DECREASED
Shares45,333 from 45,508
Change-175 (0%)
Value$2.0M (-$179.7K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares36,283 from 27,618
Change+8,665 (+31%)
Value$1.6K (-$1.3M)
Filed 2026-11-02
Nwam LLC
INCREASED
Shares28,734 from 28,709
Change+25 (+0%)
Value$1.3M (-$107.4K)
Filed 2026-11-09
Creative Planning
INCREASED
Shares25,450 from 24,260
Change+1,190 (+5%)
Value$1.1M (-$39.7K)
Filed 2026-11-02
Clearstead Advisors, LLC
UNCHANGED
Shares22,050 from 22,050
Change0 (0%)
Value$963.4K (-$83.3K)
Filed 2026-11-06
Bison Wealth, LLC
DECREASED
Shares20,383 from 21,350
Change-967 (-5%)
Value$875.2K (-$60.7K)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares20,335 from 20,335
Change0 (0%)
Value$965.3K ($0)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares19,234 from 22,602
Change-3,368 (-15%)
Value$840.3K (-$232.6K)
Filed 2026-10-13
Solstein Capital, LLC
UNCHANGED
Shares18,781 from 18,781
Change0 (0%)
Value$820.5K (-$71.0K)
Filed 2026-11-02
Sweeney & Michel, LLC
UNCHANGED
Shares16,834 from 16,834
Change0 (0%)
Value$735.5K (+$42.6K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares16,116 from 16,784
Change-668 (-4%)
Value$704.1K (-$92.6K)
Filed 2026-11-06
Integrity Alliance, Llc.
DECREASED
Shares16,034 from 16,039
Change-5 (0%)
Value$700.5K (-$60.8K)
Filed 2026-10-29
Waldron Private Wealth LLC
UNCHANGED
Shares15,621 from 15,621
Change0 (0%)
Value$682.5K (-$59.0K)
Filed 2026-11-02
Capital Investment Counsel, LLC
INCREASED
Shares12,798 from 6,935
Change+5,863 (+85%)
Value$559.1K (+$229.9K)
Filed 2026-10-14
Belpointe Asset Management LLC
DECREASED
Shares11,353 from 23,499
Change-12,146 (-52%)
Value$496.0K (-$619.5K)
Filed 2026-11-09
Acorn Wealth Advisors, LLC
INCREASED
Shares10,491 from 9,132
Change+1,359 (+15%)
Value$458.3K (+$24.9K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares10,044 from 12,605
Change-2,561 (-20%)
Value$438.8K (-$159.5K)
Filed 2026-11-04
Evanson Financial, LLC
UNCHANGED
Shares9,565 from 9,565
Change0 (0%)
Value$417.9K (-$36.2K)
Filed 2026-10-23
HighTower Advisors, LLC
INCREASED
Shares9,234 from 8,934
Change+300 (+3%)
Value$403.4K (-$20.7K)
Filed 2026-11-10
HighPoint Advisor Group LLC
DECREASED
Shares9,076 from 9,130
Change-54 (-1%)
Value$396.5K (-$36.9K)
Filed 2026-11-09
International Assets Investment Management, LLC
UNCHANGED
Shares8,985 from 8,985
Change0 (0%)
Value$399.7K (-$4.7K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
UNCHANGED
Shares8,980 from 8,980
Change0 (0%)
Value$392.3K (-$33.9K)
Filed 2026-10-21
Western Wealth Management, LLC
DECREASED
Shares8,723 from 9,828
Change-1,105 (-11%)
Value$381.1K (-$85.4K)
Filed 2026-11-09
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares8,381 from 8,381
Change0 (0%)
Value$366.2K (-$31.7K)
Filed 2026-11-03
Geneos Wealth Management Inc.
DECREASED
Shares7,925 from 8,125
Change-200 (-2%)
Value$346.2K (-$39.5K)
Filed 2026-11-09
Strategic Blueprint, LLC
INCREASED
Shares7,894 from 7,741
Change+153 (+2%)
Value$344.9K (-$22.6K)
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares7,783 from 8,479
Change-696 (-8%)
Value$340.0K (-$62.5K)
Filed 2026-11-02
Sherman Asset Management, Inc.
INCREASED
Shares7,188 from 7,166
Change+22 (+0%)
Value$314.0K (-$26.1K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares6,922 from 6,922
Change0 (0%)
Value$302.4K (-$26.2K)
Filed 2026-10-16
Valmark Advisers, Inc.
UNCHANGED
Shares6,911 from 6,911
Change0 (0%)
Value$301.9K (-$26.1K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,860 from 6,883
Change-23 (0%)
Value$299.7K (-$27.0K)
Filed 2026-11-03
MRA Advisory Group
UNCHANGED
Shares6,709 from 6,709
Change0 (0%)
Value$293.1K (-$25.4K)
Filed 2026-10-07
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares6,698 from 6,698
Change0 (0%)
Value$292.6K (-$25.3K)
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares6,620 from 8,515
Change-1,895 (-22%)
Value$289.2K (-$115.0K)
Filed 2026-10-21
Clearwater Capital Advisors, LLC
DECREASED
Shares6,508 from 7,914
Change-1,406 (-18%)
Value$284.3K (-$91.4K)
Filed 2026-11-06
Apollon Financial, LLC
INCREASED
Shares6,440 from 4,440
Change+2,000 (+45%)
Value$281.4K (+$70.6K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares6,256 from 6,822
Change-566 (-8%)
Value$273.3K (-$50.5K)
Filed 2026-10-15
Peddock Capital Advisors, LLC
UNCHANGED
Shares6,255 from 6,255
Change0 (0%)
Value$273.3K (-$23.6K)
Filed 2026-10-16
Argent Trust Co
UNCHANGED
Shares6,087 from 6,087
Change0 (0%)
Value$265.9K (-$23.0K)
Filed 2026-11-09
Barry Investment Advisors, LLC
UNCHANGED
Shares5,601 from 5,601
Change0 (0%)
Value$244.7K (-$21.2K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares5,531 from 5,528
Change+3 (+0%)
Value$241.6K (-$20.8K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares5,495 from 5,164
Change+331 (+6%)
Value$240 (-$244.8K)
Filed 2026-10-22
First Command Advisory Services, Inc.
NEW
Shares5,363
Change+5,363
Value$234.3K
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares5,265 from 6,530
Change-1,265 (-19%)
Value$230.0K (-$17.1K)
Filed 2026-11-06
Certified Advisory Corp
UNCHANGED
Shares4,899 from 4,899
Change0 (0%)
Value$214.0K (-$18.5K)
Filed 2026-10-29
Regions Financial Corp
UNCHANGED
Shares4,837 from 4,837
Change0 (0%)
Value$211.3K (-$18.3K)
Filed 2026-11-05
Vise Technologies, Inc.
UNCHANGED
Shares4,632 from 4,632
Change0 (0%)
Value$202.4K (-$17.5K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED
Shares4,023 from 4,023
Change0 (0%)
Value$175.8K (-$15.2K)
Filed 2026-10-13
Harbour Investments, Inc.
INCREASED
Shares3,841 from 3,825
Change+16 (+0%)
Value$167.8K (-$13.8K)
Filed 2026-11-09
Cranbrook Wealth Management, LLC
UNCHANGED
Shares3,230 from 3,230
Change0 (0%)
Value$141.1K (-$12.2K)
Filed 2026-10-28
Farther Finance Advisors, LLC
UNCHANGED
Shares2,853 from 2,853
Change0 (0%)
Value$124.6K (-$10.8K)
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares2,827 from 2,827
Change0 (0%)
Value$123.5K (-$10.7K)
Filed 2026-10-15
Larson Financial Group LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$109.2K (-$9.5K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares2,351 from 2,111
Change+240 (+11%)
Value$102.7K (+$2.5K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares2,205 from 2,124
Change+81 (+4%)
Value$104.7K (+$3.9K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$87.4K (-$7.6K)
Filed 2026-11-06
Cheviot Value Management, LLC
NEW
Shares1,893
Change+1,893
Value$82.7K
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
NEW
Shares1,259
Change+1,259
Value$55.0K
Filed 2026-10-27
Nuveen, LLC
NEW
Shares1,250
Change+1,250
Value$54.9K
Filed 2026-11-10
EPG Wealth Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$43.7K (-$3.8K)
Filed 2026-11-03
Jnba Financial Advisors
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$43.7K (-$3.8K)
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$39.9K (-$3.5K)
Filed 2026-11-04
Center for Financial Planning, Inc.
DECREASED
Shares814 from 2,004
Change-1,190 (-59%)
Value$35.6K (-$59.6K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$33.6K (-$2.9K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
NEW
Shares730
Change+730
Value$31.9K
Filed 2026-10-26
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$28.4K (-$2.5K)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED
Shares612 from 613
Change-1 (0%)
Value$26.8K (-$2.3K)
Filed 2026-10-27
Centerpoint Advisors, LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$25 (-$2)
Filed 2026-11-05
Gen-Wealth Partners Inc
INCREASED
Shares547 from 417
Change+130 (+31%)
Value$23.9K (+$4.1K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares335 from 250
Change+85 (+34%)
Value$14.6K (+$2.8K)
Filed 2026-10-16
Founders Financial Alliance, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$14.0K (-$1.2K)
Filed 2026-11-10
Evolution Wealth Management Inc.
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$13.9K (-$1.2K)
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$11.9K (-$1.0K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares145 from 1,773
Change-1,628 (-92%)
Value$6.3K (-$77.8K)
Filed 2026-10-20
Simplex Trading, LLC
NEW
Shares112
Change+112
Value$4.9K
Filed 2026-11-04
Triumph Capital Management
NEW
Shares100
Change+100
Value$4.4K
Filed 2026-10-14
Sfam, LLC
NEW
Shares91
Change+91
Value$4.0K
Filed 2026-11-03
Blue Trust, Inc.
NEW
Shares68
Change+68
Value$3.0K
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.8K (-$239)
Filed 2026-11-02
Horizon Wealth Management, LLC
CLOSED
Shares0 from 358,681
Change-358,681 (-100%)
Value$0 (-$17.0M)
Filed 2026-11-02
CLG LLC
CLOSED
Shares0 from 68,756
Change-68,756 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-13
Provident Wealth Management, LLC
CLOSED
Shares0 from 6,715
Change-6,715 (-100%)
Value$0 (-$318.8K)
Filed 2026-10-20
Lido Advisors, LLC
CLOSED
Shares0 from 5,312
Change-5,312 (-100%)
Value$0 (-$252.2K)
Filed 2026-11-04
KPP Advisory Services LLC
CLOSED
Shares0 from 5,153
Change-5,153 (-100%)
Value$0 (-$244.6K)
Filed 2026-10-26
Aries Wealth Management
CLOSED
Shares0 from 4,362
Change-4,362 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-23
Retirement Planning Group, LLC
CLOSED
Shares0 from 4,309
Change-4,309 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 4,239
Change-4,239 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-26
US Bancorp \de\
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$38.3K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$27.8K)
Filed 2026-10-28
Golden State Wealth Management, LLC
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$19.3K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-29
GFS Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Ameriprise Financial Inc
N/A
Shares— from 328,108
Change-328,108 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 274,505
Change-274,505 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 269,989
Change-269,989 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 248,971
Change-248,971 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 227,293
Change-227,293 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 204,190
Change-204,190 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 198,529
Change-198,529 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 181,413
Change-181,413 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 141,218
Change-141,218 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 99,557
Change-99,557 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 78,525
Change-78,525 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 70,639
Change-70,639 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 65,320
Change-65,320 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 63,663
Change-63,663 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,034
Change-60,034 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 54,099
Change-54,099 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 49,506
Change-49,506 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 32,095
Change-32,095 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 31,420
Change-31,420 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 27,052
Change-27,052 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,597
Change-20,597 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,845
Change-19,845 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,431
Change-18,431 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,362
Change-11,362 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 9,827
Change-9,827 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,994
Change-6,994 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,939
Change-6,939 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
UBS Group AG
N/A
Shares— from 979
Change-979 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 211
Change-211 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 167
Change-167 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 85
Change-85 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 51
Change-51 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,079,174908,339+170,835+19%$43.1M$47.1M+$4.0M2026-11-06
Kestra Advisory Services, LLC
INCREASED382,657300,517+82,140+27%$14.3M$16.7M+$2.5M2026-11-02
Assetmark, Inc
DECREASED239,585240,093-5080%$11.4M$10.5M-$929.7K2026-10-21
Commonwealth Equity Services, LLC
INCREASED122,132120,269+1,863+2%$5.7M$5.3M-$373.2K2026-11-02
Prospera Financial Services Inc
DECREASED86,114100,127-14,013-14%$4.8M$3.1M-$1.6M2026-11-04
Truist Financial Corp
DECREASED80,60795,226-14,619-15%$4.5M$3.5M-$998.7K2026-10-30
Berbice Capital Management LLC
INCREASED78,76474,959+3,805+5%$3.6M$3.4M-$117.1K2026-10-13
AdvisorNet Financial, Inc
INCREASED70,38970,345+44+0%$3.3M$2.8M-$504.0K2026-10-15
Integrated Advisors Network LLC
INCREASED61,77355,413+6,360+11%$2.6M$2.7M+$68.4K2026-10-20
Perigon Wealth Management, LLC
DECREASED46,37883,934-37,556-45%$4.0M$2.0M-$2.0M2026-10-22
Creative Financial Designs Inc
DECREASED45,33345,508-1750%$2.2M$2.0M-$179.7K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED36,28327,618+8,665+31%$1.3M$1.6K-$1.3M2026-11-02
Nwam LLC
INCREASED28,73428,709+25+0%$1.4M$1.3M-$107.4K2026-11-09
Creative Planning
INCREASED25,45024,260+1,190+5%$1.2M$1.1M-$39.7K2026-11-02
Clearstead Advisors, LLC
UNCHANGED22,05022,05000%$1.0M$963.4K-$83.3K2026-11-06
Bison Wealth, LLC
DECREASED20,38321,350-967-5%$936.0K$875.2K-$60.7K2026-10-13
WMG Financial Advisors, LLC
UNCHANGED20,33520,33500%$965.3K$965.3K$02026-10-28
Independent Financial Group, LLC
DECREASED19,23422,602-3,368-15%$1.1M$840.3K-$232.6K2026-10-13
Solstein Capital, LLC
UNCHANGED18,78118,78100%$891.5K$820.5K-$71.0K2026-11-02
Sweeney & Michel, LLC
UNCHANGED16,83416,83400%$692.9K$735.5K+$42.6K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED16,11616,784-668-4%$796.7K$704.1K-$92.6K2026-11-06
Integrity Alliance, Llc.
DECREASED16,03416,039-50%$761.4K$700.5K-$60.8K2026-10-29
Waldron Private Wealth LLC
UNCHANGED15,62115,62100%$741.5K$682.5K-$59.0K2026-11-02
Capital Investment Counsel, LLC
INCREASED12,7986,935+5,863+85%$329.2K$559.1K+$229.9K2026-10-14
Belpointe Asset Management LLC
DECREASED11,35323,499-12,146-52%$1.1M$496.0K-$619.5K2026-11-09
Acorn Wealth Advisors, LLC
INCREASED10,4919,132+1,359+15%$433.5K$458.3K+$24.9K2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED10,04412,605-2,561-20%$598.4K$438.8K-$159.5K2026-11-04
Evanson Financial, LLC
UNCHANGED9,5659,56500%$454.1K$417.9K-$36.2K2026-10-23
HighTower Advisors, LLC
INCREASED9,2348,934+300+3%$424.1K$403.4K-$20.7K2026-11-10
HighPoint Advisor Group LLC
DECREASED9,0769,130-54-1%$433.4K$396.5K-$36.9K2026-11-09
International Assets Investment Management, LLC
UNCHANGED8,9858,98500%$404.4K$399.7K-$4.7K2026-11-02
Wealthcare Advisory Partners LLC
UNCHANGED8,9808,98000%$426.3K$392.3K-$33.9K2026-10-21
Western Wealth Management, LLC
DECREASED8,7239,828-1,105-11%$466.5K$381.1K-$85.4K2026-11-09
W.H. Cornerstone Investments Inc.
UNCHANGED8,3818,38100%$397.8K$366.2K-$31.7K2026-11-03
Geneos Wealth Management Inc.
DECREASED7,9258,125-200-2%$385.7K$346.2K-$39.5K2026-11-09
Strategic Blueprint, LLC
INCREASED7,8947,741+153+2%$367.5K$344.9K-$22.6K2026-10-22
Key FInancial Inc
DECREASED7,7838,479-696-8%$402.5K$340.0K-$62.5K2026-11-02
Sherman Asset Management, Inc.
INCREASED7,1887,166+22+0%$340.2K$314.0K-$26.1K2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED6,9226,92200%$328.6K$302.4K-$26.2K2026-10-16
Valmark Advisers, Inc.
UNCHANGED6,9116,91100%$328.1K$301.9K-$26.1K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED6,8606,883-230%$326.8K$299.7K-$27.0K2026-11-03
MRA Advisory Group
UNCHANGED6,7096,70900%$318.5K$293.1K-$25.4K2026-10-07
Garrett Wealth Advisory Group, LLC
UNCHANGED6,6986,69800%$318.0K$292.6K-$25.3K2026-10-22
Procyon Advisors, LLC
DECREASED6,6208,515-1,895-22%$404.2K$289.2K-$115.0K2026-10-21
Clearwater Capital Advisors, LLC
DECREASED6,5087,914-1,406-18%$375.7K$284.3K-$91.4K2026-11-06
Apollon Financial, LLC
INCREASED6,4404,440+2,000+45%$210.8K$281.4K+$70.6K2026-10-23
Atria Investments, Inc
DECREASED6,2566,822-566-8%$323.8K$273.3K-$50.5K2026-10-15
Peddock Capital Advisors, LLC
UNCHANGED6,2556,25500%$296.9K$273.3K-$23.6K2026-10-16
Argent Trust Co
UNCHANGED6,0876,08700%$289.0K$265.9K-$23.0K2026-11-09
Barry Investment Advisors, LLC
UNCHANGED5,6015,60100%$265.9K$244.7K-$21.2K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED5,5315,528+3+0%$262.4K$241.6K-$20.8K2026-10-26
Wedbush Securities Inc
INCREASED5,4955,164+331+6%$245.0K$240-$244.8K2026-10-22
First Command Advisory Services, Inc.
NEW5,363—+5,363——$234.3K—2026-11-05
Savant Capital, LLC
DECREASED5,2656,530-1,265-19%$247.2K$230.0K-$17.1K2026-11-06
Certified Advisory Corp
UNCHANGED4,8994,89900%$232.6K$214.0K-$18.5K2026-10-29
Regions Financial Corp
UNCHANGED4,8374,83700%$229.6K$211.3K-$18.3K2026-11-05
Vise Technologies, Inc.
UNCHANGED4,6324,63200%$219.9K$202.4K-$17.5K2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED4,0234,02300%$191.0K$175.8K-$15.2K2026-10-13
Harbour Investments, Inc.
INCREASED3,8413,825+16+0%$181.6K$167.8K-$13.8K2026-11-09
Cranbrook Wealth Management, LLC
UNCHANGED3,2303,23000%$153.3K$141.1K-$12.2K2026-10-28
Farther Finance Advisors, LLC
UNCHANGED2,8532,85300%$135.4K$124.6K-$10.8K2026-10-08
Wolff Wiese Magana LLC
UNCHANGED2,8272,82700%$134.2K$123.5K-$10.7K2026-10-15
Larson Financial Group LLC
UNCHANGED2,5002,50000%$118.7K$109.2K-$9.5K2026-11-05
Financial Consulate, Inc
INCREASED2,3512,111+240+11%$100.2K$102.7K+$2.5K2026-10-23
Allworth Financial LP
INCREASED2,2052,124+81+4%$100.8K$104.7K+$3.9K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED2,0002,00000%$94.9K$87.4K-$7.6K2026-11-06
Cheviot Value Management, LLC
NEW1,893—+1,893——$82.7K—2026-11-09
Cassaday & Co Wealth Management LLC
NEW1,259—+1,259——$55.0K—2026-10-27
Nuveen, LLC
NEW1,250—+1,250——$54.9K—2026-11-10
EPG Wealth Management LLC
UNCHANGED1,0001,00000%$47.5K$43.7K-$3.8K2026-11-03
Jnba Financial Advisors
UNCHANGED1,0001,00000%$47.5K$43.7K-$3.8K2026-11-03
Kingdom Financial Group Llc.
UNCHANGED91391300%$43.3K$39.9K-$3.5K2026-11-04
Center for Financial Planning, Inc.
DECREASED8142,004-1,190-59%$95.1K$35.6K-$59.6K2026-10-26
Provenance Wealth Advisors, LLC
UNCHANGED76976900%$36.5K$33.6K-$2.9K2026-10-30
Glass Jacobson Investment Advisors llc
NEW730—+730——$31.9K—2026-10-26
Woodard & Co Asset Management Group Inc
UNCHANGED65065000%$30.9K$28.4K-$2.5K2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED612613-10%$29.1K$26.8K-$2.3K2026-10-27
Centerpoint Advisors, LLC
UNCHANGED57557500%$27$25-$22026-11-05
Gen-Wealth Partners Inc
INCREASED547417+130+31%$19.8K$23.9K+$4.1K2026-11-04
IFP Advisors, Inc
INCREASED335250+85+34%$11.9K$14.6K+$2.8K2026-10-16
Founders Financial Alliance, LLC
UNCHANGED32032000%$15.2K$14.0K-$1.2K2026-11-10
Evolution Wealth Management Inc.
UNCHANGED31731700%$15.0K$13.9K-$1.2K2026-10-28
Compass Financial Management LLC
UNCHANGED27327300%$13.0K$11.9K-$1.0K2026-10-30
Private Trust Co NA
DECREASED1451,773-1,628-92%$84.2K$6.3K-$77.8K2026-10-20
Simplex Trading, LLC
NEW112—+112——$4.9K—2026-11-04
Triumph Capital Management
NEW100—+100——$4.4K—2026-10-14
Sfam, LLC
NEW91—+91——$4.0K—2026-11-03
Blue Trust, Inc.
NEW68—+68——$3.0K—2026-10-15
Murphy & Mullick Capital Management Corp
UNCHANGED636300%$3.0K$2.8K-$2392026-11-02
Horizon Wealth Management, LLC
CLOSED0358,681-358,681-100%$17.0M$0-$17.0M2026-11-02
CLG LLC
CLOSED068,756-68,756-100%$3.3M$0-$3.3M2026-10-13
Provident Wealth Management, LLC
CLOSED06,715-6,715-100%$318.8K$0-$318.8K2026-10-20
Lido Advisors, LLC
CLOSED05,312-5,312-100%$252.2K$0-$252.2K2026-11-04
KPP Advisory Services LLC
CLOSED05,153-5,153-100%$244.6K$0-$244.6K2026-10-26
Aries Wealth Management
CLOSED04,362-4,362-100%$207.1K$0-$207.1K2026-10-23
Retirement Planning Group, LLC
CLOSED04,309-4,309-100%$204.5K$0-$204.5K2026-10-19
Total Clarity Wealth Management, Inc.
CLOSED04,239-4,239-100%$201.2K$0-$201.2K2026-10-26
US Bancorp \de\
CLOSED0806-806-100%$38.3K$0-$38.3K2026-11-05
MCF Advisors LLC
CLOSED0585-585-100%$27.8K$0-$27.8K2026-10-28
Golden State Wealth Management, LLC
CLOSED0407-407-100%$19.3K$0-$19.3K2026-11-02
Citigroup Inc
CLOSED079-79-100%$3.8K$0-$3.8K2026-11-04
Tucker Asset Management LLC
CLOSED041-41-100%$1.9K$0-$1.9K2026-10-29
GFS Advisors, LLC
CLOSED010-10-100%$1.8M$0-$1.8M2026-11-03
Ameriprise Financial Inc
N/A—328,108-328,108-100%$15.6M———
Hancock Prospecting Pty Ltd
N/A—274,505-274,505-100%$13.0M———
Advisory Services Network, LLC
N/A—269,989-269,989-100%$12.8M———
Quattro Advisors LLC
N/A—248,971-248,971-100%$11.8M———
JPMorgan Chase & Co
N/A—227,293-227,293-100%$10.4M———
Jane Street Group, LLC
N/A—204,190-204,190-100%$9.7M———
Advocacy Wealth Management, LLC
N/A—198,529-198,529-100%$9.4M———
Raymond James Financial Inc
N/A—181,413-181,413-100%$8.6M———
Bank of America Corp
N/A—141,218-141,218-100%$6.7M———
Osaic Holdings, Inc.
N/A—99,557-99,557-100%$4.7M———
Tradition Wealth Management, LLC
N/A—78,525-78,525-100%$3.7M———
Rockefeller Capital Management L.P.
N/A—70,639-70,639-100%$3.4M———
Stifel Financial Corp
N/A—65,320-65,320-100%$3.1M———
Janney Montgomery Scott LLC
N/A—63,663-63,663-100%$3.0M———
Cetera Investment Advisers
N/A—60,034-60,034-100%$2.8M———
Waddell & Associates, LLC
N/A—54,099-54,099-100%$2.6M———
Private Advisor Group, LLC
N/A—49,506-49,506-100%$2.4M———
Modern Wealth Management, LLC
N/A—32,095-32,095-100%$1.5M———
Marshall Wace, LLP
N/A—31,420-31,420-100%$1.5M———
MML Investors Services, LLC
N/A—27,052-27,052-100%$1.3M———
Kovack Advisors, Inc.
N/A—20,597-20,597-100%$956.9K———
Ausdal Financial Partners, Inc.
N/A—19,845-19,845-100%$942.0K———
Envestnet Asset Management Inc
N/A—18,431-18,431-100%$874.9K———
Focus Partners Wealth
N/A—17,400-17,400-100%$826.0K———
Mariner, LLC
N/A—16,002-16,002-100%$759.6K———
Steward Partners Investment Advisory, LLC
N/A—15,545-15,545-100%$737.9K———
Gateway Wealth Partners, LLC
N/A—11,362-11,362-100%$539.3K———
Oxford Financial Group, Ltd. LLC
N/A—9,854-9,854-100%$467.8K———
Tulsa Wealth Advisors, Inc
N/A—9,827-9,827-100%$466.5K———
Cofg Advisors, LLC
N/A—9,045-9,045-100%$429.4K———
Morgan Stanley
N/A—8,850-8,850-100%$420.1K———
Cerity Partners LLC
N/A—7,934-7,934-100%$376.6K———
Arkadios Wealth Advisors
N/A—6,994-6,994-100%$332.0K———
GWN Securities Inc.
N/A—6,964-6,964-100%$330.6K———
Insigneo Advisory Services, LLC
N/A—6,939-6,939-100%$329.4K———
Fox Hill Wealth Management
N/A—6,899-6,899-100%$327.5K———
Oxinas Partners, LLC
N/A—6,716-6,716-100%$318.8K———
NewEdge Advisors, LLC
N/A—6,644-6,644-100%$315.4K———
OneDigital Investment Advisors LLC
N/A—5,791-5,791-100%$274.9K———
MidFirst Bank
N/A—5,764-5,764-100%$273.6K———
Cascade Financial Partners, LLC
N/A—5,691-5,691-100%$270.2K———
Smartleaf Asset Management LLC
N/A—5,648-5,648-100%$258.6K———
Cary Street Partners Financial LLC
N/A—5,515-5,515-100%$261.8K———
Goldman Sachs Group Inc
N/A—5,515-5,515-100%$261.8K———
Transcend Capital Advisors, LLC
N/A—5,479-5,479-100%$260.1K———
United Capital Financial Advisors, LLC
N/A—4,540-4,540-100%$214.0K———
Arax Advisory Partners
N/A—4,001-4,001-100%$189.9K———
AE Wealth Management LLC
N/A—3,460-3,460-100%$164.2K———
Northwestern Mutual Wealth Management Co
N/A—3,420-3,420-100%$162.3K———
Glassman Wealth Services
N/A—2,000-2,000-100%$94.9K———
Frazier Financial Advisors, LLC
N/A—1,960-1,960-100%$93.0K———
Forum Finance Group S.A.
N/A—1,864-1,864-100%$72———
FMR LLC
N/A—1,814-1,814-100%$86.1K———
EFG International AG
N/A—1,500-1,500-100%$71.2K———
Global Retirement Partners, LLC
N/A—1,444-1,444-100%$68.5K———
Aptus Capital Advisors, LLC
N/A—1,071-1,071-100%$50.8K———
Prestige Wealth Management Group LLC
N/A—1,050-1,050-100%$49.8K———
UBS Group AG
N/A—979-979-100%$46.5K———
Glen Eagle Advisors, LLC
N/A—600-600-100%$28.5K———
Allied Private Wealth LLC
N/A—500-500-100%$21.3K———
Wiser Advisor Group LLC
N/A—312-312-100%$14.8K———
Wells Fargo & Company
N/A—211-211-100%$10.0K———
BFC Planning, Inc.
N/A—167-167-100%$7.9K———
Federation des caisses Desjardins du Quebec
N/A—85-85-100%$4.0K———
Atlantic Union Bankshares Corp
N/A—51-51-100%$2.4K———
Ameritas Advisory Services, LLC
N/A—31-31-100%$1.5K———
Showing 169 of 169 institutions