Large
Cambridge Investment Research Advisors, Inc.
$6,486,824
24.71%
1,190,243
2.520%
-72,836
-5.8%
Shares
2026-07-30
Mega
MORGAN STANLEY
1
$3,845,879
14.65%
705,666
1.494%
+6,713
+1.0%
Shares
2026-08-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
705,666
$3,845,879
100.0%
Defined
Mid
BENJAMIN EDWARDS INC
1
$2,427,157
9.24%
445,350
0.943%
-5,043
-1.1%
Shares
2026-07-24
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.
445,350
$2,427,157
100.0%
Defined
Large
COMMONWEALTH EQUITY SERVICES, LLC
$1,596,337
6.08%
292,906
0.620%
+3,286
+1.1%
Shares
2026-07-29
Large
OSAIC HOLDINGS, INC.
2
$1,282,275
4.88%
235,280
0.498%
+4,967
+2.2%
Shares
2026-08-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
222,959
$1,215,126
94.8%
Defined
Osaic Advisory Services, LLC
12,321
$67,149
5.2%
Defined
Small
MILESTONE ASSET MANAGEMENT, LLC
$1,045,397
3.98%
191,816
0.406%
+44,625
+30.3%
Shares
2026-07-15
Mega
LPL Financial LLC
$928,494
3.54%
170,366
0.361%
-112,760
-39.8%
Shares
2026-08-07
Mid
Mutual Advisors, LLC
$582,403
2.22%
106,863
0.226%
+76,069
+247.0%
Shares
2026-08-14
Small
SILVER OAK SECURITIES, INCORPORATED
Broker-Dealer
$488,249
1.86%
89,587
0.190%
-9,780
-9.8%
Shares
2026-08-07
Large
Janney Montgomery Scott LLC
$460,056
1.75%
84,414
0.179%
-15,791
-15.8%
Shares
2026-08-05
Micro
Bravias Capital Group, LLC
$426,827
1.63%
78,317
0.166%
+1,467
+1.9%
Shares
2026-07-30
Small
Medallion Wealth Advisors, LLC
$391,244
1.49%
71,788
0.152%
-39,564
-35.5%
Shares
2026-08-14
Large
Kestra Advisory Services, LLC
$388,307
1.48%
71,249
0.151%
-1,857
-2.5%
Shares
2026-07-28
Small
Keystone Financial Group
$363,836
1.39%
66,759
0.141%
+4,296
+6.9%
Shares
2026-07-29
Large
NewEdge Advisors, LLC
$355,923
1.36%
65,307
0.138%
-5,035
-7.2%
Shares
2026-08-12
Mid
Equitable Holdings, Inc.
1
$343,557
1.31%
63,038
0.133%
+16,736
+36.1%
Shares
2026-08-17
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
EQUITABLE ADVISORS, LLC
63,038
$343,557
100.0%
Defined
Mega
BANK OF AMERICA CORP /DE/
Bank
1
$331,599
1.26%
60,844
0.129%
+19,642
+47.7%
Shares
2026-08-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.
60,844
$331,599
100.0%
Defined
Large
Cetera Investment Advisers
$325,365
1.24%
59,700
0.126%
+5,876
+10.9%
Shares
2026-08-12
Large
MERCER GLOBAL ADVISORS INC /ADV
$316,100
1.20%
58,000
0.123%
-13,650
-19.1%
Shares
2026-08-19
Mega
CITADEL ADVISORS LLC
1
$292,365
1.11%
53,645
0.114%
New
Shares
2026-08-14
This filing is a combination report: the position is filed across the managers below.
Large
Mariner, LLC
$282,904
1.08%
51,909
0.110%
+75
+0.1%
Shares
2026-08-13
Mega
RAYMOND JAMES FINANCIAL INC
2
$252,640
0.96%
46,356
0.098%
-3,204
-6.5%
Shares
2026-08-14
This filing is a combination report: the position is filed across the managers below.
Mid
Ameritas Advisory Services, LLC
$245,942
0.94%
45,127
0.096%
+20,218
+81.2%
Shares
2026-08-14
Micro
Straight Path Wealth Management
$206,555
0.79%
37,900
0.080%
-2,000
-5.0%
Shares
2026-07-27
Large
READYSTATE ASSET MANAGEMENT LP
$185,441
0.71%
34,026
0.072%
New
Shares
2026-08-14
Mega
ENVESTNET ASSET MANAGEMENT INC
$175,729
0.67%
32,244
0.068%
+12,949
+67.1%
Shares
2026-08-03
Mid
J.W. COLE ADVISORS, INC.
$162,284
0.62%
29,777
0.063%
New
Shares
2026-07-21
Mid
Compound Planning, Inc.
$153,630
0.59%
28,189
0.060%
-1,450
-4.9%
Shares
2026-08-04
Small
Owen LaRue, LLC
$151,139
0.58%
27,732
0.059%
-5,716
-17.1%
Shares
2026-07-22
Micro
Barnes Wealth Management Group, Inc
$133,116
0.51%
24,425
0.052%
+3,550
+17.0%
Shares
2026-07-24
Mid
Kovack Advisors, Inc.
$128,565
0.49%
23,590
0.050%
+15
+0.1%
Shares
2026-07-29
Mega
Clearbridge Investments, LLC
$121,949
0.46%
22,376
0.047%
0
0.0%
Shares
2026-08-13
Large
HighTower Advisors, LLC
$118,057
0.45%
21,662
0.046%
+944
+4.6%
Shares
2026-08-05
Mega
UBS Group AG
1
$111,457
0.42%
20,451
0.043%
-1,500
-6.8%
Shares
2026-08-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
UBS Financial Services Inc
20,451
$111,457
100.0%
Defined
Large
Focus Partners Wealth
$110,618
0.42%
20,297
0.043%
-1,587
-7.3%
Shares
2026-08-12
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
1
$106,743
0.41%
19,586
0.041%
New
Shares
2026-08-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
G1 EXECUTION SERVICES, LLC
19,586
$106,743
100.0%
Other
Small
ARMSTRONG ADVISORY GROUP, INC
$83,008
0.32%
15,231
0.032%
0
0.0%
Shares
2026-07-13
Mid
Merit Financial Group, LLC
$79,891
0.30%
14,659
0.031%
New
Shares
2026-07-20
Mega
ROYAL BANK OF CANADA
Bank
1
$78,212
0.30%
14,351
0.030%
+115
+0.8%
Shares
2026-08-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
RBC Capital Markets, LLC
14,351
$78,212
100.0%
Defined
Large
CAPTRUST FINANCIAL ADVISORS
$69,945
0.27%
12,834
0.027%
0
0.0%
Shares
2026-08-13
Micro
MRA Advisory Group
$66,539
0.25%
12,209
0.026%
+7
+0.1%
Shares
2026-07-08
Large
TRUIST FINANCIAL CORP
1
$64,222
0.24%
11,784
0.025%
0
0.0%
Shares
2026-07-28
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Truist Advisory Services, Inc.
11,784
$64,222
100.0%
Defined
Large
Creative Planning
$56,848
0.22%
10,431
0.022%
-423
-3.9%
Shares
2026-08-13
Small
Ascentis Wealth Management, LLC
$54,500
0.21%
10,000
0.021%
New
Shares
2026-07-30
Small
Continuum Advisory, LLC
$43,305
0.16%
7,946
0.017%
New
Shares
2026-08-06
Mid
SIT INVESTMENT ASSOCIATES INC
1
$43,278
0.16%
7,941
0.017%
New
Shares
2026-08-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV
7,941
$43,278
100.0%
Sole
Mid
Integrated Wealth Concepts LLC
$41,147
0.16%
7,550
0.016%
New
Shares
2026-08-12
Mid
HARBOUR INVESTMENTS, INC.
$35,833
0.14%
6,575
0.014%
+55
+0.8%
Shares
2026-08-12
Large
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$32,563
0.12%
5,975
0.013%
+203
+3.5%
Shares
2026-08-12
Mid
CoreCap Advisors, LLC
$28,203
0.11%
5,175
0.011%
0
0.0%
Shares
2026-07-06
Small
Pinnacle Wealth Planning Services, Inc.
$23,598
0.09%
4,330
0.009%
0
0.0%
Shares
2026-08-07
Micro
Main Street Group, LTD
$22,387
0.09%
4,108
0.009%
-62
-1.5%
Shares
2026-07-13
Mid
IFP Advisors, Inc
$22,345
0.09%
4,100
0.009%
0
0.0%
Shares
2026-07-20
Large
JONES FINANCIAL COMPANIES LLLP
1
$21,047
0.08%
3,862
0.008%
+862
+28.7%
Shares
2026-08-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Edward D. Jones & Co., L.P.
3,862
$21,047
100.0%
Sole
Large
FIFTH THIRD BANCORP
Bank
1
$19,456
0.07%
3,570
0.008%
-1,725
-32.6%
Shares
2026-08-05
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Fifth Third Bank, National Association
3,570
$19,456
100.0%
Defined
Micro
Smallwood Wealth Investment Management, LLC
$12,943
0.05%
2,375
0.005%
+51
+2.2%
Shares
2026-07-23
Small
LifeSteps Financial, Inc.
$6,540
0.02%
1,200
0.003%
New
Shares
2026-07-17
Small
Bullock Wealth Management Group
$6,414
0.02%
1,177
0.002%
New
Shares
2026-08-19
Mid
Farther Finance Advisors, LLC
$5,913
0.02%
1,085
0.002%
0
0.0%
Shares
2026-07-17
Small
SHP Wealth Management
$3,591
0.01%
659
0.001%
0
0.0%
Shares
2026-08-11
Small
FNY Investment Advisers, LLC
$2,725
0.01%
500
0.001%
0
0.0%
Shares
2026-07-08
Small
Triumph Capital Management
$2,725
0.01%
500
0.001%
0
0.0%
Shares
2026-07-21
Small
Coppell Advisory Solutions LLC
$1,842
0.01%
338
0.001%
New
Shares
2026-08-14
Small
HIGHLINE WEALTH PARTNERS LLC
$1,635
0.01%
300
0.001%
0
0.0%
Shares
2026-07-15
Mid
EASTERN BANK
Bank
$779
0.00%
143
0.000%
0
0.0%
Shares
2026-07-01
Mid
Allworth Financial LP
$545
0.00%
100
0.000%
0
0.0%
Shares
2026-08-11
Mega
WELLS FARGO & COMPANY/MN
1
$5
0.00%
1
0.000%
+1
Shares
2026-08-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
WELLS FARGO CLEARING SERVICES, LLC
1
$5
100.0%
Defined
Small
Point Nemo Capital, LLC
$5
0.00%
1
0.000%
New
Shares
2026-08-07
Mega
PNC FINANCIAL SERVICES GROUP, INC.
1
$2
0.00%
0
0.000%
0
Shares
2026-08-07
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
PNC Wealth Management LLC
0
$0
0.0%
Defined
Mid
Virtu Financial LLC
1
$153,108
0.58%
28,565
0.060%
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Virtu Americas LLC
28,565
$153,108
100.0%
Defined
Micro
Van Diest Capital, LLC
$135,565
0.52%
25,292
0.054%
Sold Out
Shares
2026-05-15
Large
MML INVESTORS SERVICES, LLC
$56,531
0.22%
10,547
0.022%
Sold Out
Shares
2026-05-04
Mid
Focus Partners Advisor Solutions, LLC
$54,848
0.21%
10,233
0.022%
Sold Out
Shares
2026-05-13
Small
Keudell/Morrison Wealth Management
$53,600
0.20%
10,000
0.021%
Sold Out
Shares
2026-04-20
Micro
Scarborough Advisors, LLC
$13,732
0.05%
2,562
0.005%
Sold Out
Shares
2026-05-07
Large
MAI Capital Management
$26
0.00%
5
0.000%
Sold Out
Shares
2026-05-15
No holders match your search.