Stock
First Tr Exch Traded Fd Iii
Ticker not mapped · held by 462 managers
Reported value
$4.13B
Holders
462
+51 new · −45 exited
Holders’ est. mark
−$100.1M
Price effect on 234 books still in the name
Largest holder
$936.5M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $999.2K
- Fidelity0.0% · $3.43K
- Icahn Capital0.0% · $339.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 52.8M | $936.5M | −$24.8M | Cut−$33.8M |
| ROYAL BANK OF CANADA | 19.6M | $347.1M | −$9.19M | Cut−$81.6M |
| LPL Financial LLC | 17.8M | $316.6M | −$7.91M | Added$10.1M |
| WELLS FARGO & COMPANY/MN | 17M | $302.1M | −$7.49M | Added$11.9M |
| RAYMOND JAMES FINANCIAL INC | 10.2M | $181.1M | −$4.48M | Added$7.51M |
| UBS Group AG | 9.35M | $166M | −$4.4M | Cut−$8.28M |
| BANK OF AMERICA CORP /DE/ | 8.65M | $153.6M | −$3.86M | Added$4.07M |
| AMERIPRISE FINANCIAL INC | 5.03M | $89.2M | −$2.18M | Added$4.25M |
| HighTower Advisors, LLC | 3.46M | $61.4M | −$1.55M | Added$1.3M |
| Cetera Investment Advisers | 2.96M | $52.6M | −$1.21M | Added$5.59M |
| ENVESTNET ASSET MANAGEMENT INC | 2.53M | $44.9M | −$974.3K | Added$7.1M |
| Kestra Advisory Services, LLC | 2.43M | $43.1M | −$1.09M | Added$829.1K |
| STIFEL FINANCIAL CORP | 2.35M | $41.8M | −$1.06M | Added$650.3K |
| OSAIC HOLDINGS, INC. | 2.24M | $39.8M | −$1.01M | Added$780.3K |
| Advisory Alpha, LLC | 2.15M | $38.1M | −$1.01M | Cut−$1.11M |
| Rockefeller Capital Management L.P. | 2.04M | $36.2M | −$957.4K | Cut−$4.14M |
| MAI Capital Management | 2M | $35.5M | −$878K | Added$1.43M |
| Baird Financial Group, Inc. | 1.96M | $34.8M | −$832.7K | Added$2.55M |
| Magnus Financial Group LLC | 1.89M | $33.5M | −$837.4K | Added$1.01M |
| PARK NATIONAL CORP /OH/ | 1.87M | $33.1M | −$836.8K | Added$686.5K |
| JANE STREET GROUP, LLC | 1.79M | $31.8M | — | New |
| Prospera Financial Services Inc | 1.52M | $26.9M | −$712.8K | Cut−$1.16M |
| Falcon Wealth Planning | 1.51M | $26.9M | −$640K | Added$2.07M |
| TRUIST FINANCIAL CORP | 1.5M | $26.7M | −$552.9K | Added$5.27M |
| AFFINITY WEALTH MANAGEMENT LLC | 1.49M | $26.4M | −$690.7K | Cut−$364K |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.37M | $24.3M | −$643.1K | Cut−$832.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.32M | $23.4M | −$561.5K | Added$1.62M |
| COUNTRY TRUST BANK | 1.31M | $23.2M | −$613.9K | Cut−$2.31M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.24M | $22M | −$558.3K | Added$358.7K |
| CITIGROUP INC | 1.13M | $20M | −$483.5K | Added$1.24M |
| Steward Partners Investment Advisory, LLC | 1.02M | $18.2M | −$461.9K | Added$274.3K |
| HCR Wealth Advisors | 999.2K | $17.7M | −$469.1K | Cut−$450K |
| Ashton Thomas Private Wealth, LLC | 924.9K | $16.4M | −$352.5K | Added$2.75M |
| Arax Advisory Partners | 868.4K | $15.4M | −$408.1K | Cut−$23.5M |
| Kinloch Capital, LLC | 859.3K | $15.3M | −$403.8K | Cut−$3.02M |
| JPMORGAN CHASE & CO | 852.1K | $15M | −$511.3K | Cut−$639.1K |
| Mariner, LLC | 835.3K | $14.8M | −$392.6K | Cut−$603.5K |
| Waverly Advisors, LLC | 804.9K | $14.3M | −$365.2K | Added$131.1K |
| Avidian Wealth Enterprises, LLC | 784.3K | $13.9M | −$355.7K | Added$132.9K |
| &PARTNERS | 744.8K | $13.2M | −$342.1K | Added$1.01M |
| Ameritas Investment Partners, Inc. | 716.5K | $12.7M | −$313.2K | Added$576.6K |
| INTEGRITY WEALTH ADVISORS, INC. | 695K | $12.3M | −$365.7K | Added$169.3K |
| Parkside Investments, LLC | 674.9K | $12M | — | New |
| Twelve Points Wealth Management LLC | 668.9K | $11.9M | −$325.3K | Added$1.42M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 659.7K | $11.7M | −$294.3K | Added$300.8K |
| JONES FINANCIAL COMPANIES LLLP | 650.6K | $11.4M | −$363.1K | Added$1.54M |
| Equitable Holdings, Inc. | 625.4K | $11.3M | −$62.6K | Added$4.43M |
| Curran Financial Partners, LLC | 635.8K | $11.3M | −$270.6K | Added$793K |
| BANK OF MONTREAL /CAN/ | 632.5K | $11.2M | −$306.6K | Cut−$186.7K |
| Trinity Legacy Partners, LLC | 591.2K | $10.7M | −$73.3K | Added$425.1K |
| Csenge Advisory Group | 595.8K | $10.6M | −$280K | Cut−$1.41M |
| Summit Financial, LLC | 578.6K | $10.3M | −$271.9K | Cut−$289K |
| Concurrent Investment Advisors, LLC | 559.9K | $9.94M | −$68K | Added$7.3M |
| MERCER GLOBAL ADVISORS INC /ADV | 556.8K | $9.88M | −$71.6K | Added$7.11M |
| MML INVESTORS SERVICES, LLC | 554.1K | $9.83M | −$260.4K | Cut−$391K |
| Quad-Cities Investment Group, LLC | 536.2K | $9.52M | −$237.3K | Added$317.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | 529.3K | $9.4M | −$248.8K | Cut−$9.56M |
| Seros Financial, LLC | 518.5K | $9.2M | −$239.1K | Cut−$66K |
| US BANCORP \DE\ | 497.8K | $8.84M | −$166.7K | Added$2.37M |
| Glassy Mountain Advisors, Inc. | 494.8K | $8.78M | −$218.3K | Added$317.6K |
| Chicago Partners Investment Group LLC | 472.2K | $8.56M | −$93K | Added$40.2K |
| FIFTH THIRD BANCORP | 477.9K | $8.48M | — | New |
| Midwest Heritage Bank, FSB | 475.1K | $8.43M | −$185.3K | Added$1.25M |
| Prasad Wealth Partners, LLC | 467.3K | $8.29M | −$211.2K | Added$108.5K |
| Newman Dignan & Sheerar, Inc. | 459.8K | $8.16M | −$211.3K | Cut−$29.2K |
| Independent Advisor Alliance | 454.3K | $8.06M | — | New |
| Gladstone Institutional Advisory LLC | 451.3K | $8.01M | −$180.5K | Added$1.01M |
| Fifth Third Securities, Inc. | 440.4K | $7.82M | −$204.7K | Cut−$117.2K |
| OPPENHEIMER & CO INC | 435.5K | $7.73M | — | New |
| HARBOUR INVESTMENTS, INC. | 428.6K | $7.61M | −$197.3K | Cut−$40.1K |
| Atria Investments, Inc | 428.1K | $7.6M | −$201.2K | Cut−$794.8K |
| Gradient Investments LLC | 424.1K | $7.53M | −$197.1K | Cut−$112.9K |
| Stratos Wealth Partners, LTD. | 420.3K | $7.46M | −$197.5K | Cut−$328.1K |
| PFS Partners, LLC | 406.9K | $7.22M | −$185.5K | Added$32K |
| Glass Jacobson Investment Advisors llc | 403.2K | $7.16M | −$189.2K | Cut−$175.2K |
| Mainsail Financial Group, LLC | 400.9K | $7.12M | −$64.6K | Added$4.61M |
| STEPHENS INC /AR/ | 391.2K | $6.94M | −$161.4K | Added$686.6K |
| Marion Wealth Management | 377.8K | $6.71M | −$205.5K | Added$99.6K |
| MGO ONE SEVEN LLC | 369.9K | $6.57M | −$161.9K | Added$289.2K |
| HOWARD FINANCIAL SERVICES, LTD. | 353.7K | $6.28M | −$166.2K | Cut−$290.9K |
| Ironwood Investment Counsel, LLC | 346.2K | $6.14M | −$116K | Added$1.65M |
| IMA Advisory Services, Inc. | 340.9K | $6.05M | −$155K | Added$42K |
| Vestmark Advisory Solutions, Inc. | 340.8K | $6.05M | −$97.4K | Added$2.27M |
| FIRST TRUST ADVISORS LP | 331.1K | $5.88M | −$155.6K | Cut−$469.4K |
| Juno Financial Group LLC | 323.6K | $5.74M | −$143.4K | Added$182.3K |
| LARCH CAPITAL PARTNERS LLC | 314.9K | $5.59M | −$134.9K | Added$357.8K |
| Traction Financial Partners, LLC | 312.3K | $5.54M | −$146.8K | Cut−$151.9K |
| Triumph Capital Management | 309.9K | $5.5M | −$20.3K | Added$4.71M |
| Private Advisor Group, LLC | 305.1K | $5.42M | −$143.4K | Cut−$333.2K |
| Family Legacy, Inc. | 305.1K | $5.42M | −$139.9K | Cut−$7.52K |
| Integrated Wealth Concepts LLC | 303.3K | $5.38M | −$76.5K | Added$2.42M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 297.6K | $5.31M | −$122K | Cut−$1.5M |
| Uniting Wealth Partners, LLC | 289.6K | $5.14M | −$128.9K | Added$143.9K |
| Valmark Advisers, Inc. | 285.8K | $5.07M | −$129.4K | Added$58.4K |
| Dakota Wealth Management | 268.3K | $4.76M | −$126.1K | Cut−$1.02M |
| TWIN PEAKS WEALTH ADVISORS, LLC | 265.7K | $4.72M | −$153.5K | Cut−$354.8K |
| Sigma Planning Corp | 260.2K | $4.62M | −$115K | Added$165.8K |
| Kingsview Wealth Management, LLC | 258.2K | $4.58M | −$115K | Added$125.1K |
| Sound Income Strategies, LLC | 251.7K | $4.49M | −$135.9K | Cut−$361.5K |
| Western Wealth Management, LLC | 249.9K | $4.43M | −$117.4K | Cut−$552.7K |
| Snowden Capital Advisors LLC | 221.1K | $3.92M | −$76.4K | Added$962.6K |
| Fearless Solutions, LLC dba Best Invest | 219.4K | $3.89M | −$103.1K | Cut−$184.4K |
| Note Advisors, LLC | 214.2K | $3.8M | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 213.2K | $3.78M | −$97.4K | Added$7.16K |
| Brookstone Capital Management | 213K | $3.78M | −$89K | Added$330.5K |
| D.A. DAVIDSON & CO. | 206.5K | $3.67M | −$95.8K | Cut−$48.2K |
| Private Wealth Asset Management, LLC | 206.4K | $3.66M | −$38.7K | Added$2.16M |
| Prosperity Consulting Group, LLC | 205K | $3.64M | −$96.4K | Cut−$148.5K |
| TOTH FINANCIAL ADVISORY CORP | 204.9K | $3.64M | −$96K | Cut−$85.1K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 199.1K | $3.53M | −$78.8K | Added$479.6K |
| CAPTRUST FINANCIAL ADVISORS | 198K | $3.51M | −$88.8K | Added$72.9K |
| FLAGSTAR ADVISORS INC | 196.6K | $3.49M | −$92.4K | Cut−$452.3K |
| United Advisor Group, LLC | 191K | $3.39M | −$86.4K | Added$39.2K |
| RFG Advisory, LLC | 184.6K | $3.28M | −$81.3K | Added$123.7K |
| IHT Wealth Management, LLC | 183.9K | $3.26M | −$84.2K | Cut−$137 |
| Econ Financial Services Corp | 180.1K | $3.2M | −$54.9K | Added$1.07M |
| ORBA Wealth Advisors, L.L.C. | 176.8K | $3.14M | −$83.1K | Cut−$845.1K |
| LAKE STREET PRIVATE WEALTH, LLC | 175.2K | $3.11M | −$74.1K | Added$247K |
| Private Advisory Group LLC | 175.2K | $3.11M | −$82.3K | Cut−$84.9K |
| Allworth Financial LP | 172.8K | $3.07M | — | New |
| Golden State Wealth Management, LLC | 171.9K | $3.05M | −$80.8K | Cut−$191.3K |
| BENJAMIN EDWARDS INC | 170K | $3.02M | −$73.5K | Added$165.4K |
| BARINGS LLC | 165.1K | $2.93M | −$77.6K | Cut−$259.3K |
| Beacon Pointe Advisors, LLC | 161.6K | $2.87M | −$58K | Added$619.5K |
| Creative Planning | 157.6K | $2.8M | −$71.3K | Added$32.7K |
| Ethos Financial Group, LLC | 151.6K | $2.69M | — | New |
| Darden Wealth Group Inc | 151K | $2.68M | −$71K | Cut−$82.6K |
| CITY HOLDING CO | 149.7K | $2.66M | −$68.8K | Cut−$91.6K |
| Milestones Private Investment Advisors LLC | 145.9K | $2.59M | −$66.6K | Added$7.73K |
| Prostatis Group LLC | 144.8K | $2.57M | −$68.1K | Cut−$122K |
| Soltis Investment Advisors LLC | 138.3K | $2.46M | −$16.4K | Added$1.82M |
| HORIZON FINANCIAL SERVICES, LLC | 138.2K | $2.45M | −$64.2K | Cut−$33.8K |
| AE Wealth Management LLC | 131K | $2.33M | −$61.6K | Cut−$399.3K |
| Capital Investment Advisory Services, LLC | 130.1K | $2.31M | −$60.2K | Cut−$24.9K |
| Gallacher Capital Management LLC | 127.1K | $2.26M | −$59.7K | Cut−$155.7K |
| Etesian Wealth Advisors, Inc. | 127K | $2.25M | −$59.7K | Cut−$118.5K |
| Ritter Daniher Financial Advisory LLC / DE | 125.6K | $2.23M | −$59.1K | Cut−$70.7K |
| Avantax Planning Partners, Inc. | 125.1K | $2.22M | −$44.8K | Added$485.5K |
| APS Management Group, Inc. | 124.1K | $2.2M | −$56.7K | Added$4.63K |
| ROI Financial Advisors, LLC | 121.9K | $2.16M | −$55.9K | Cut−$1.26K |
| OneDigital Investment Advisors LLC | 121.7K | $2.16M | −$55.5K | Added$8.06K |
| IFP Advisors, Inc | 117.2K | $2.08M | −$55.1K | Cut−$56.6K |
| Archer Investment Corp | 115.8K | $2.06M | −$54.4K | Cut−$370.4K |
| Strategic Blueprint, LLC | 115.3K | $2.05M | −$43.3K | Added$369.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 114.7K | $2.04M | −$45.9K | Cut−$1.4M |
| Walker Asset Management, LLC | 111.5K | $1.98M | −$52.4K | Cut−$157.2K |
| Kovack Advisors, Inc. | 107.9K | $1.92M | −$42.9K | Cut−$24.3K |
| Patten Group, Inc. | 107.9K | $1.92M | −$50.7K | Cut−$73.9K |
| Perennial Investment Advisors, LLC | 106.5K | $1.89M | −$50K | Cut−$93.1K |
| GILL CAPITAL PARTNERS, LLC | 103.2K | $1.83M | −$48.5K | Cut−$212.2K |
| Scarborough Advisors, LLC | 100.9K | $1.79M | — | New |
| SILVER OAK SECURITIES, INCORPORATED | 99.4K | $1.76M | −$38.2K | Added$343K |
| WealthBridge Capital Management, LLC | 99.2K | $1.76M | −$43.2K | Added$86.4K |
| HUB Investment Partners, LLC | 98.9K | $1.76M | — | New |
| Moors & Cabot, Inc. | 95.5K | $1.7M | −$44.9K | Cut−$65.2K |
| Geneos Wealth Management Inc. | 92.4K | $1.64M | −$27.6K | Added$568.1K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 89K | $1.61M | −$12.5K | Cut−$40.6K |
| Ameritas Advisory Services, LLC | 88.4K | $1.57M | −$39.1K | Added$53.6K |
| Independent Wealth Network Inc. | 87.6K | $1.56M | −$41.2K | Cut−$680.2K |
| Summit Financial Wealth Advisors, LLC | 86.1K | $1.53M | −$38.1K | Added$49.8K |
| Dynamic Advisor Solutions LLC | 85.4K | $1.52M | −$39.6K | Cut−$19.6K |
| Harvest Investment Services, LLC | 85.3K | $1.51M | −$40.1K | Cut−$68.8K |
| Parallel Advisors, LLC | 84.7K | $1.5M | −$50.7K | Cut−$73.3K |
| PRIVATE TRUST CO NA | 83.2K | $1.48M | −$39.1K | Cut−$65.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 80.9K | $1.44M | −$38K | Cut−$134.6K |
| Argyle Capital Partners, LLC | 71.8K | $1.27M | −$32.8K | Cut−$174 |
| Proficio Capital Partners LLC | 69.9K | $1.24M | −$23.9K | Added$314.7K |
| J.W. COLE ADVISORS, INC. | 68.8K | $1.22M | −$8.54K | Added$322.8K |
| PRINCIPAL SECURITIES, INC. | 68.2K | $1.21M | −$32K | Cut−$695.8K |
| STEINBERGANNA WEALTH MANAGEMENT | 67.4K | $1.2M | −$31.7K | Cut−$74.3K |
| Cullen/Frost Bankers, Inc. | 66.1K | $1.17M | −$31K | Cut−$29K |
| Indivisible Partners | 64.9K | $1.15M | −$17.1K | Added$488.4K |
| WESBANCO BANK INC | 64.9K | $1.15M | −$25.8K | Added$152.4K |
| CWM, LLC | 64.2K | $1.14M | $1.14M | Added$1.14M |
| Focus Partners Advisor Solutions, LLC | 64.2K | $1.14M | — | New |
| Jaffetilchin Investment Partners, LLC | 63.3K | $1.12M | −$29.7K | Cut−$27.4K |
| BEACON FINANCIAL GROUP | 62.1K | $1.1M | −$29.2K | Cut−$135.4K |
| BROWN ADVISORY INC | 61K | $1.08M | −$26.9K | Added$39.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 60.7K | $1.08M | −$27.4K | Added$13.1K |
| READYSTATE ASSET MANAGEMENT LP | 59.3K | $1.05M | −$25.4K | Added$67K |
| Paller Financial Services Inc | 59.2K | $1.05M | −$27.8K | Cut−$47.6K |
| NBC SECURITIES, INC. | 58.8K | $1.04M | −$27.6K | Cut−$44.7K |
| Arkadios Wealth Advisors | 58.6K | $1.04M | −$26K | Added$32.6K |
| Essex LLC | 57K | $1.01M | −$24.8K | Added$49.8K |
| TrueWealth Advisors, LLC | 56.4K | $1M | −$26.5K | Cut−$120.7K |
| Citadel | 56.3K | $999.2K | −$26.5K | Cut−$2.45M |
| Bangor Savings Bank | 56K | $993.5K | −$26.3K | Cut−$26.3K |
| PCG Wealth Advisors, LLC | 55.8K | $990.1K | −$25.9K | Cut−$15.7K |
| KRAEMATON INVESTMENT ADVISORS, INC | 55.7K | $988.9K | −$25.7K | Cut−$8.95K |
| Advisory Services Network, LLC | 55.2K | $980K | −$25.9K | Cut−$121.8K |
| Merit Financial Group, LLC | 54.1K | $960.2K | −$17.8K | Added$269.8K |
| TRUSTMARK BANK TRUST DEPARTMENT | 53.5K | $948.9K | −$25.1K | Cut−$426.3K |
| National Philanthropic Trust | 52K | $923.5K | −$24.5K | Cut−$24.5K |
| DAVENPORT & Co LLC | 51.5K | $913.5K | −$22K | Added$62.5K |
| COLUMBIA ADVISORY PARTNERS LLC | 50.1K | $889.8K | −$23.6K | Cut−$84.7K |
| Meridian Financial Partners LLC | 49.6K | $884.5K | −$22.3K | Cut−$3.63K |
| Tanager Wealth Management LLP | 48.8K | $866.3K | −$22.9K | Cut−$65.9K |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 48.7K | $863.7K | −$22.9K | Cut−$22.9K |
| SeaCrest Wealth Management, LLC | 48.1K | $853.3K | −$25K | Cut−$25.5K |
| Farther Finance Advisors, LLC | 47.8K | $852.1K | −$19.1K | Cut−$142.5K |
| Boyce & Associates Wealth Consulting, Inc. | 47.8K | $847.8K | −$18.6K | Added$125.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 47.2K | $838.5K | −$20.4K | Added$46.6K |
| Beacon Financial Advisory LLC | 47.2K | $837.5K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 46.7K | $828.3K | −$21.9K | Cut−$26.7K |
| StoneX Group Inc. | 45.4K | $806.2K | −$21.3K | Cut−$969K |
| AlphaCore Capital LLC | 44.5K | $789.3K | −$20.9K | Cut−$39.1K |
| Accel Wealth Management | 44.3K | $787K | −$20.8K | Cut−$32.1K |
| Wiser Advisor Group LLC | 43.7K | $774.8K | −$20.5K | Cut−$56.1K |
| Pinnacle Financial Partners, Inc. | 42.3K | $751K | −$19.7K | Cut−$10.9K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 42.3K | $750.8K | — | New |
| CHOREO, LLC | 41.5K | $735.8K | −$25.4K | Cut−$72.6K |
| Gateway Wealth Partners, LLC | 41.2K | $732K | −$8.98K | Added$383.7K |
| Oder Investment Management, LLC | 40.7K | $721.7K | −$18.5K | Added$5.77K |
| Freedom Financial Partners LLC | 40.2K | $713.2K | −$18.1K | Cut−$1.35K |
| Ballew Advisors, Inc | 39.4K | $710.9K | −$10.5K | Added$24.3K |
| Creekside Partners | 39.1K | $694.9K | −$18.4K | Cut−$25.2K |
| Mutual Advisors, LLC | 39.1K | $693.9K | −$16.7K | Added$48.2K |
| Advisor OS, LLC | 38.9K | $690.5K | −$18.3K | Cut−$25.6K |
| Maia Wealth LLC | 38.9K | $690.5K | −$22.9K | Cut−$66.7K |
| Altus Wealth Group LLC | 38.8K | $689.2K | −$18.2K | Cut−$59.8K |
| MJP ASSOCIATES INC /ADV | 38.7K | $687K | −$18.2K | Cut−$29.1K |
| Berger Financial Group, Inc | 38.6K | $684.6K | −$18.1K | Cut−$29.2K |
| B. Riley Wealth Advisors, Inc. | 37.7K | $663.7K | −$21.1K | Added$23.9K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37K | $657.3K | −$17.3K | Cut−$11.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 36.4K | $646.9K | −$17.1K | Cut−$31.6K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 36.3K | $644.3K | −$17.1K | Cut−$80.3K |
| Brookwood Investment Group LLC | 35.9K | $637.1K | −$16.9K | Cut−$37K |
| Composition Wealth, LLC | 35.3K | $625.9K | −$16.6K | Cut−$286.9K |
| TI-TRUST, INC | 34.8K | $616.9K | −$16.3K | Cut−$17.1K |
| MATRIX PRIVATE CAPITAL GROUP LLC | 34.1K | $605.4K | −$16K | Cut−$16K |
| Opulen Financial Group LLC | 33.8K | $600.8K | −$15.7K | Cut−$7.8K |
| TCFG Investment Advisors, LLC | 32.7K | $581.1K | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 32.7K | $581.1K | — | New |
| Center for Wealth Management Advisory | 31.8K | $563.7K | −$11.2K | Added$129.1K |
| LVZ, Inc. | 31.5K | $559.7K | −$13.9K | Added$21.8K |
| 1834 INVESTMENT ADVISORS CO | 31.1K | $551.6K | −$14.6K | Cut−$14.6K |
| Medallion Wealth Advisors, LLC | 31K | $550.5K | −$14.6K | Cut−$40.9K |
| SIMON QUICK ADVISORS, LLC | 30.6K | $543.8K | — | New |
| Certified Advisory Corp | 30.5K | $541.7K | −$14.2K | Cut−$10.2K |
| Ausdal Financial Partners, Inc. | 30.4K | $540.1K | −$14K | Cut−$1.07K |
| Principle Wealth Partners LLC | 28.4K | $504.1K | −$13.3K | Cut−$13.3K |
| American Institute for Advanced Investment Management, LLP | 28.4K | $503.2K | −$12.7K | Added$11.7K |
| PURSUIT WEALTH STRATEGIES, LLC | 28K | $497.4K | −$13K | Cut−$7.29K |
| World Investment Advisors | 28K | $496.9K | −$13.2K | Cut−$29.5K |
| Proactive Wealth Strategies LLC | 27.7K | $491.6K | −$6.71K | Added$231.7K |
| MANCHESTER FINANCIAL INC | 27.6K | $489.9K | −$13K | Cut−$13K |
| Shulman DeMeo Asset Management LLC | 27.3K | $484.4K | −$10.3K | Added$86.3K |
| HUNTINGTON NATIONAL BANK | 26.7K | $473.9K | −$12.5K | Cut−$24.2K |
| Tudor Financial Inc. | 26.4K | $469.2K | −$12.1K | Added$772 |
| CWA Asset Management Group, LLC | 26.4K | $468.6K | −$8.35K | Added$144.6K |
Who left
- STONEBRIDGE ADVISORS LLC$40.2M
- Wealthspire Retirement, LLC$12M
- WIN ADVISORS, INC$9.21M
- Ocean Park Asset Management, LLC$7.52M
- Blackhawk Capital Partners, LLC$5.36M
- Asset Allocation Strategies LLC$3.78M
- EVOLVE PRIVATE WEALTH, LLC$3.42M
- Icon Wealth Advisors, LLC$2.82M
- PRIVATE CLIENT SERVICES, LLC$2.1M
- NewEdge Advisors, LLC$1.89M
- Bright Futures Wealth Management, LLC.$1M
- IFG Advisory, LLC$761.6K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$747.9K
- TWO SIGMA SECURITIES, LLC$714.8K
- Keystone Wealth Services, LLC$570.6K
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.