GABELLI EQUITY TRUST INC - GAB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History Added to 4,462,497 27,533 0.01% 0.01% 1 +93,789 2.15% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 2,433,594 15,015 0.0% 0.0% 2 +114,995 4.96% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,516,560 9,357 0.01% 0.01% 3 +28,926 1.94% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Reduced 1,082,702 6,601 0.16% 0.15% 4 -197,776 -15.45% Q4 2025 Feb 11, 2026
PHILADELPHIA TRUST CO History Reduced 1,065,494 6,574 0.45% 0.48% 5 -55,200 -4.93% Q4 2025 Feb 12, 2026
GAMCO INVESTORS, INC. ET AL History No change 841,675 5,193 0.05% 0.05% 6 0 0.0% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Added to 674,300 4,160 0.0% 0.0% 7 +7,320 1.1% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 643,086 3,967 0.0% 0.0% 8 +7,923 1.25% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 641,300 3,956 0.0% 0.0% 9 +6,175 0.97% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 598,199 3,690 0.0% 0.0% 10 -33,028 -5.23% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 561,852 3,467 0.01% 0.0% 11 +360,199 178.62% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 542,533 3,347 0.0% 12 +542,533 New Q4 2025 Feb 17, 2026
Live Oak Private Wealth LLC History No change 514,176 3,172 0.43% 0.44% 13 0 0.0% Q4 2025 Jan 23, 2026
SCOTIA CAPITAL INC. History Reduced 456,321 2,815 0.01% 0.01% 14 -6,032 -1.3% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 456,226 2,814 0.01% 0.01% 15 +196,659 75.76% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Reduced 419,552 2,588 0.02% 0.02% 16 -52,217 -11.07% Q4 2025 Feb 17, 2026
Accel Wealth Management History Reduced 352,298 2,173 0.59% 0.64% 17 -11,864 -3.26% Q4 2025 Jan 20, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 351,287 2,167 0.0% 0.0% 18 -125,827 -26.37% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 333,768 2,059 0.0% 0.0% 19 -30,791 -8.45% Q4 2025 Jan 29, 2026
Creative Planning History Reduced 327,551 2,020 0.0% 0.0% 20 -136,620 -29.43% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 314,576 1,940 0.0% 0.0% 21 +11,302 3.73% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Reduced 310,539 1,916 0.01% 0.01% 22 -1,167 -0.37% Q4 2025 Feb 12, 2026
Golden State Wealth Management, LLC History Reduced 280,194 1,728 0.18% 0.19% 23 -6,316 -2.2% Q4 2025 Feb 13, 2026
Marks Group Wealth Management, Inc History No change 244,838 1,510 0.14% 0.14% 24 0 0.0% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Added to 231,365 1,427 0.0% 0.0% 25 +6,825 3.04% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 222,172 1,370 0.0% 0.0% 26 -2,501 -1.11% Q4 2025 Mar 16, 2026
JANE STREET GROUP, LLC History Added to 187,620 1,157 0.0% 0.0% 27 +158,348 540.95% Q4 2025 Feb 12, 2026
Advisors Asset Management, Inc. History Reduced 185,326 1,143 0.02% 0.02% 28 -23,655 -11.32% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 172,371 1,063 0.0% 0.0% 29 +151,416 722.58% Q4 2025 Feb 02, 2026
Private Advisor Group, LLC History Reduced 170,728 1,053 0.0% 0.01% 30 -2,919 -1.68% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 165,973 1,024 0.03% 0.02% 31 +49,344 42.31% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 155,900 962 0.0% 0.0% 32 +5,209 3.46% Q4 2025 Feb 11, 2026
PMG Family Office LLC History Reduced 138,482 854 0.99% 0.95% 33 -714 -0.51% Q4 2025 Jan 28, 2026
Stratos Wealth Partners, LTD. History Added to 117,029 722 0.01% 0.01% 34 +3,811 3.37% Q4 2025 Jan 20, 2026
Valley Brook Capital Group, Inc. History Added to 116,836 720 0.48% 0.47% 35 +3,000 2.64% Q4 2025 Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 115,694 713 0.0% 0.0% 36 +22,460 24.09% Q4 2025 Feb 18, 2026
Kera Capital Partners, Inc. History No change 105,780 643 0.08% 0.1% 37 0 0.0% Q4 2025 Feb 23, 2026
MML INVESTORS SERVICES, LLC History Added to 98,653 608 0.0% 0.0% 38 +7,768 8.55% Q4 2025 Feb 13, 2026
PFG Investments, LLC History Added to 96,812 597 0.03% 0.03% 39 +2,802 2.98% Q4 2025 Jan 26, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 95,533 589 0.02% 0.02% 40 0 0.0% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Reduced 94,866 585 0.01% 0.01% 41 -3,171 -3.23% Q4 2025 Feb 17, 2026
Golden State Equity Partners History Reduced 93,211 575 0.09% 0.1% 42 -720 -0.77% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 90,058 555 0.0% 0.0% 43 +559 0.62% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Reduced 89,020 549 0.01% 0.01% 44 -25,864 -22.51% Q4 2025 Feb 02, 2026
CIBC WORLD MARKET INC. History Added to 88,838 548 0.0% 0.0% 45 +6,400 7.76% Q4 2025 Feb 10, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 88,806 547 0.2% 0.2% 46 0 0.0% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Reduced 87,341 538 0.0% 0.0% 47 -4,039 -4.42% Q4 2025 Feb 13, 2026
LEIGH BALDWIN & CO., LLC History No change 86,084 531 0.35% 0.29% 48 0 0.0% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 83,820 517 0.0% 0.0% 49 +2,127 2.6% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 83,274 514 0.0% 0.0% 50 +2,519 3.12% Q4 2025 Jan 08, 2026
NorthRock Partners, LLC History Reduced 79,689 491 0.01% 0.01% 51 -2,764 -3.35% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 77,425 477 0.0% 0.0% 52 +41,412 114.99% Q4 2025 Feb 13, 2026
HCR Wealth Advisors History No change 75,353 464 0.05% 0.05% 53 0 0.0% Q4 2025 Jan 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 71,611 441 0.01% 0.01% 54 0 0.0% Q4 2025 Jan 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 68,021 419 0.02% 0.02% 55 +3,185 4.91% Q4 2025 Jan 28, 2026
Equitable Holdings, Inc. History No change 63,100 389 0.0% 0.0% 56 0 0.0% Q4 2025 Feb 17, 2026
Zinnia Wealth Advisory, LLC History New 62,808 387 0.42% 57 +62,808 New Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 59,220 365 0.0% 0.0% 58 +43,144 268.38% Q4 2025 Feb 18, 2026
Shulman DeMeo Asset Management LLC History Reduced 57,374 353 0.08% 0.08% 59 -144 -0.25% Q4 2025 Jan 14, 2026
Darden Wealth Group Inc History No change 57,000 351 0.17% 0.18% 60 0 0.0% Q4 2025 Feb 09, 2026
Elevated Private Wealth, LLC History New 56,836 350 0.36% 61 +56,836 New Q4 2025 Feb 12, 2026
Midwest Trust Co History No change 52,810 325 0.0% 0.0% 62 0 0.0% Q4 2025 Feb 04, 2026
EXENCIAL WEALTH ADVISORS, LLC History New 48,722 300 0.01% 63 +48,722 New Q4 2025 Jan 30, 2026
AMERIPRISE FINANCIAL INC History Added to 47,477 292 0.0% 0.0% 64 +32,518 217.38% Q4 2025 Feb 17, 2026
Arista Wealth Management, LLC History No change 47,128 290 0.04% 0.04% 65 0 0.0% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Added to 44,065 271 0.0% 0.0% 66 +718 1.66% Q4 2025 Feb 02, 2026
CITADEL ADVISORS LLC History Added to 42,218 260 0.0% 0.0% 67 +24,920 144.06% Q4 2025 Feb 17, 2026
Graves Light Lenhart Wealth, Inc. History No change 41,224 254 0.03% 0.03% 68 0 0.0% Q4 2025 Jan 09, 2026
Pinnacle Financial Partners, Inc. History New 39,468 243 0.0% 69 +39,468 New Q4 2025 Feb 18, 2026
Kingsview Wealth Management, LLC History Reduced 39,376 242 0.0% 0.0% 70 -50 -0.13% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 38,929 240 0.0% 71 +38,929 New Q4 2025 Feb 05, 2026
Coquina Private Wealth LLC History New 38,363 236 0.19% 72 +38,363 New Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History No change 37,447 231 0.02% 0.02% 73 0 0.0% Q4 2025 Jan 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 37,574 231 0.0% 0.0% 74 0 0.0% Q4 2025 Feb 05, 2026
10Elms LLP History No change 10,800 224 0.21% 0.21% 75 0 0.0% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 34,166 210 0.0% 0.0% 76 +7,250 26.94% Q4 2025 Feb 12, 2026
Kingstone Capital Partners Texas, LLC History Added to 33,151 205 0.12% 0.1% 77 +6,155 22.8% Q4 2025 Feb 03, 2026
Symphony Financial Services, Inc. History Reduced 31,664 195 0.1% 0.1% 78 -280 -0.88% Q4 2025 Feb 12, 2026
Legacy Wealth Management, LLC / MS History Added to 31,524 194 0.05% 0.06% 79 +305 0.98% Q4 2025 Jan 05, 2026
Vident Advisory, LLC History New 31,320 193 0.0% 80 +31,320 New Q4 2025 Feb 18, 2026
IFG Advisory, LLC History Reduced 28,186 173 0.01% 0.01% 81 -3,300 -10.48% Q4 2025 Feb 10, 2026
Pekin Hardy Strauss, Inc. History No change 27,879 172 0.02% 0.02% 82 0 0.0% Q4 2025 Jan 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 27,739 171 0.01% 0.19% 83 -369,687 -93.02% Q4 2025 Feb 03, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 26,748 165 0.01% 0.01% 84 0 0.0% Q4 2025 Jan 26, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 26,661 164 0.02% 0.02% 85 +2,448 10.11% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 26,114 161 0.0% 0.0% 86 -1,770 -6.35% Q4 2025 Jan 29, 2026
Compound Planning, Inc. History New 25,744 158 0.0% 87 +25,744 New Q4 2025 Feb 19, 2026
Quad-Cities Investment Group, LLC History Added to 24,942 153 0.06% 0.06% 88 +240 0.97% Q4 2025 Jan 14, 2026
Brookstone Capital Management History Reduced 24,550 151 0.0% 0.0% 89 -799 -3.15% Q4 2025 Jan 15, 2026
Kapstone Financial Advisors LLC History No change 24,380 150 0.07% 0.07% 90 0 0.0% Q4 2025 Feb 05, 2026
Blue Barn Wealth, LLC History New 24,278 149 0.22% 91 +24,278 New Q4 2025 Feb 10, 2026
MOTCO History No change 22,318 137 0.01% 0.01% 92 0 0.0% Q4 2025 Feb 06, 2026
Insight Advisors, LLC/ PA History No change 21,842 134 0.02% 0.02% 93 0 0.0% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 21,292 131 0.0% 0.0% 94 +8,102 61.43% Q4 2025 Feb 13, 2026
Drucker Wealth 3.0, LLC History New 20,377 125 0.02% 95 +20,377 New Q4 2025 Feb 03, 2026
Hilltop Holdings Inc. History Added to 20,188 124 0.01% 0.01% 96 +432 2.19% Q4 2025 Feb 17, 2026
Chancellor Financial Group WB LP History Added to 19,620 121 0.08% 0.08% 97 +310 1.61% Q4 2025 Feb 05, 2026
Avidian Wealth Enterprises, LLC History No change 19,295 119 0.0% 0.0% 98 0 0.0% Q4 2025 Feb 02, 2026
MidWestOne Financial Group, Inc. History No change 19,142 118 0.01% 0.01% 99 0 0.0% Q4 2025 Feb 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 19,000 117 0.0% 0.0% 100 0 0.0% Q4 2025 Jan 16, 2026
Capital Square, LLC History No change 18,747 115 0.06% 0.06% 101 0 0.0% Q4 2025 Feb 13, 2026
Cornerstone Advisory, LLC History Added to 18,515 114 0.01% 0.01% 102 +250 1.37% Q4 2025 Jan 28, 2026
EAGLE WEALTH STRATEGIES LLC History No change 18,624 114 0.05% 0.06% 103 0 0.0% Q4 2025 Jan 06, 2026
CWM, LLC History Added to 17,664 109 0.0% 0.0% 104 +4,856 37.91% Q4 2025 Jan 26, 2026
SMITH, MOORE & CO. History Added to 17,595 108 0.01% 0.01% 105 +1,776 11.23% Q4 2025 Jan 23, 2026
Modera Wealth Management, LLC History No change 17,200 106 0.0% 0.0% 106 0 0.0% Q4 2025 Jan 21, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 17,007 105 0.01% 0.03% 107 -42,537 -71.44% Q4 2025 Jan 15, 2026
JPMORGAN CHASE & CO History Added to 16,901 104 0.0% 0.0% 108 +8,501 101.2% Q4 2025 Feb 11, 2026
STEPHENS INC /AR/ History No change 16,873 104 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 05, 2026
Tactive Advisors, LLC History Reduced 16,713 103 0.03% 0.03% 110 -482 -2.8% Q4 2025 Jan 09, 2026
Register Financial Advisors LLC History Reduced 16,574 102 0.04% 0.06% 113 -6,609 -28.51% Q4 2025 Jan 21, 2026
Montz Harcus Wealth Management LLC History Added to 16,669 102 0.04% 0.04% 112 +392 2.41% Q4 2025 Jan 22, 2026
COMERICA BANK History No change 16,537 102 0.0% 0.0% 111 0 0.0% Q4 2025 Jan 29, 2026
LRI Investments, LLC History No change 16,347 100 0.01% 0.01% 114 0 0.0% Q4 2025 Feb 04, 2026
Beacon Pointe Advisors, LLC History No change 15,731 97 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 18, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 15,718 96 0.0% 0.0% 116 +298 1.93% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 15,473 95 0.0% 117 +15,473 New Q4 2025 Feb 17, 2026
Curran Financial Partners, LLC History New 15,325 94 0.02% 118 +15,325 New Q4 2025 Jan 22, 2026
Ashton Thomas Private Wealth, LLC History Reduced 15,302 94 0.0% 0.0% 119 -5,000 -24.63% Q4 2025 Jan 29, 2026
HUB Investment Partners, LLC History No change 15,203 93 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 17, 2026
Vantage Financial Partners, LLC History Reduced 14,982 92 0.02% 0.02% 121 -316 -2.07% Q4 2025 Feb 03, 2026
MGO ONE SEVEN LLC History Reduced 14,879 91 0.0% 0.0% 122 -981 -6.19% Q4 2025 Feb 03, 2026
Safeguard Investment Advisory Group, LLC History Added to 14,896 91 0.02% 0.02% 123 +307 2.1% Q4 2025 Feb 13, 2026
Acropolis Investment Management, LLC History New 14,332 88 0.0% 124 +14,332 New Q4 2025 Jan 14, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 14,250 87 0.02% 0.02% 125 +100 0.71% Q4 2025 Jan 23, 2026
Wellington Shields Capital Management, LLC History No change 13,857 85 0.01% 0.01% 126 0 0.0% Q4 2025 Feb 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 13,666 84 0.0% 0.0% 127 +82 0.6% Q4 2025 Jan 07, 2026
Vestmark Advisory Solutions, Inc. History Added to 13,479 83 0.0% 0.0% 128 +3,479 34.79% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 13,479 83 0.0% 0.0% 129 +3,479 34.79% Q4 2025 Feb 12, 2026
MTM Investment Management, LLC History No change 13,530 83 0.03% 0.03% 130 0 0.0% Q4 2025 Feb 09, 2026
Csenge Advisory Group History Added to 13,420 82 0.0% 0.0% 131 +321 2.45% Q4 2025 Feb 06, 2026
Sigma Planning Corp History Added to 13,047 80 0.0% 0.0% 132 +53 0.41% Q4 2025 Jan 30, 2026
Meridian Wealth Management, LLC History Added to 12,330 76 0.0% 0.0% 133 +90 0.74% Q4 2025 Feb 04, 2026
Savant Capital, LLC History No change 12,297 75 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 10, 2026
SYM FINANCIAL Corp History Added to 12,034 74 0.01% 0.01% 135 +283 2.41% Q4 2025 Feb 13, 2026
CASCADE INVESTMENT GROUP, INC. History No change 11,749 72 0.05% 0.05% 136 0 0.0% Q4 2025 Jan 22, 2026
Aurora Private Wealth, Inc. History New 11,571 71 0.05% 137 +11,571 New Q4 2025 Feb 02, 2026
SUMMIT WEALTH GROUP LLC / CO History New 11,348 70 0.01% 138 +11,348 New Q4 2025 Feb 04, 2026
Texas Yale Capital Corp. History No change 11,000 67 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 10, 2026
Mach-1 Financial Group, LLC History New 10,555 65 0.01% 140 +10,555 New Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History New 10,492 64 0.0% 142 +10,492 New Q4 2025 Feb 13, 2026
NOVEM GROUP History No change 10,489 64 0.01% 0.01% 141 0 0.0% Q4 2025 Jan 27, 2026
Sanctuary Advisors, LLC History New 10,151 62 0.0% 144 +10,151 New Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History Added to 10,200 62 0.0% 0.0% 143 +5,100 100.0% Q4 2025 Jan 28, 2026
CoreCap Advisors, LLC History No change 9,562 58 0.0% 0.0% 145 0 0.0% Q4 2025 Jan 13, 2026
TD Waterhouse Canada Inc. History No change 9,150 56 0.0% 0.0% 146 0 0.0% Q4 2025 Jan 27, 2026
Kentucky Trust Co History No change 7,400 45 0.02% 0.02% 147 0 0.0% Q4 2025 Jan 21, 2026
Hilton Head Capital Partners, LLC History New 6,780 41 0.02% 148 +6,780 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 6,000 37 0.0% 0.0% 149 0 0.0% Q4 2025 Feb 10, 2026
Wellington Shields & Co., LLC History No change 5,428 33 0.01% 0.01% 150 0 0.0% Q4 2025 Feb 09, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 5,280 32 0.01% 0.01% 151 0 0.0% Q4 2025 Feb 04, 2026
GHP Investment Advisors, Inc. History No change 5,344 32 0.0% 0.0% 152 0 0.0% Q4 2025 Jan 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 4,922 30 0.0% 153 +4,922 New Q4 2025 Jan 21, 2026
Commonwealth Retirement Investments LLC History New 4,812 29 0.01% 154 +4,812 New Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 1,400 29 0.02% 155 +1,400 New Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 4,566 28 0.0% 0.0% 156 +3,400 291.6% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History No change 4,000 24 0.0% 0.0% 157 0 0.0% Q4 2025 Feb 02, 2026
Beaird Harris Wealth Management, LLC History No change 3,917 24 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 23, 2026
Gen-Wealth Partners Inc History No change 3,600 22 0.01% 0.01% 159 0 0.0% Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History New 3,450 21 0.01% 160 +3,450 New Q4 2025 Feb 18, 2026
Vermillion Wealth Management, Inc. History Added to 2,874 17 0.01% 0.0% 161 +68 2.42% Q4 2025 Feb 11, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 2,860 17 0.0% 0.0% 162 +67 2.4% Q4 2025 Jan 08, 2026
WHI TRUST Co LLC History New 2,682 16 0.01% 163 +2,682 New Q4 2025 Feb 05, 2026
Hilltop National Bank History No change 2,750 16 0.0% 0.0% 164 0 0.0% Q4 2025 Jan 07, 2026
Larson Financial Group LLC History Reduced 2,528 15 0.0% 0.0% 165 -3,130 -55.32% Q4 2025 Feb 06, 2026
American Capital Advisory, LLC History No change 2,525 15 0.01% 0.01% 166 0 0.0% Q4 2025 Jan 30, 2026
Global Retirement Partners, LLC History Added to 2,161 13 0.0% 0.0% 168 +213 10.93% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History No change 2,170 13 0.0% 0.0% 167 0 0.0% Q4 2025 Feb 06, 2026
Financial Gravity Asset Management, Inc. History Reduced 2,000 12 0.0% 0.0% 169 -1,800 -47.37% Q4 2025 Feb 13, 2026
Glen Eagle Advisors, LLC History No change 1,906 11 0.0% 0.0% 170 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History No change 1,654 10 0.0% 0.0% 171 0 0.0% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Added to 1,556 9 0.0% 0.0% 172 +36 2.37% Q4 2025 Feb 12, 2026
Wealth Preservation Advisors, LLC History No change 1,500 9 0.0% 0.01% 173 0 0.0% Q4 2025 Feb 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,371 8 0.0% 0.0% 174 0 0.0% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 1,200 7 0.0% 176 +1,200 New Q4 2025 Feb 18, 2026
SOA Wealth Advisors, LLC. History No change 1,200 7 0.0% 0.0% 175 0 0.0% Q4 2025 Jan 20, 2026
Thomas J. Herzfeld Advisors, Inc. History Added to 1,070 6 0.0% 0.0% 177 +26 2.49% Q4 2025 Feb 13, 2026
Community Bank, N.A. History No change 1,000 6 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 04, 2026
Spire Wealth Management History No change 1,000 6 0.0% 0.0% 179 0 0.0% Q4 2025 Jan 14, 2026
Smallwood Wealth Investment Management, LLC History No change 1,125 6 0.0% 0.0% 180 0 0.0% Q4 2025 Jan 23, 2026
Cornerstone Financial Management LLC History New 954 5 0.0% 181 +954 New Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History No change 739 4 0.0% 0.0% 182 0 0.0% Q4 2025 Feb 12, 2026
ASSETMARK, INC History No change 648 3 0.0% 0.0% 183 0 0.0% Q4 2025 Jan 23, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 500 3 0.0% 0.0% 184 0 0.0% Q4 2025 Jan 15, 2026
Prestige Wealth Management Group LLC History No change 343 2 0.0% 0.0% 185 0 0.0% Q4 2025 Feb 11, 2026
Frazier Financial Advisors, LLC History No change 327 2 0.0% 0.0% 186 0 0.0% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History New 200 1 0.0% 187 +200 New Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -108,835 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 0.08% -108,342 -100.0% Q3 2025 Nov 12, 2025
Apollon Wealth Management, LLC History Closed out 0 0 0.0% -15,271 -100.0% Q3 2025 Oct 17, 2025
49 WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -13,494 -100.0% Q3 2025 Nov 12, 2025
AIRE ADVISORS, LLC History Closed out 0 0 0.01% -11,813 -100.0% Q3 2025 Nov 10, 2025
New England Private Wealth Advisors LLC History Closed out 0 0 0.01% -11,446 -100.0% Q3 2025 Nov 13, 2025
Fisher Asset Management, LLC History Closed out 0 0 0.0% -11,175 -100.0% Q3 2025 Nov 12, 2025
HUNTINGTON NATIONAL BANK History Closed out 0 0 0.0% -5,000 -100.0% Q3 2025 Nov 12, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -4,247 -100.0% Q3 2025 Nov 12, 2025
Cornerstone Advisors, LLC History Closed out 0 0 0.0% -2,200 -100.0% Q3 2025 Nov 07, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,196 -100.0% Q3 2025 Nov 14, 2025
Concord Wealth Partners History Closed out 0 0 0.0% -796 -100.0% Q3 2025 Nov 05, 2025
Blue Trust, Inc. History Closed out 0 0 0.0% -400 -100.0% Q3 2025 Oct 16, 2025
Tower Research Capital LLC (TRC) History Reduced 46 0 0.0% -207 -81.82% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History No change 104 0 0 0.0% Q4 2025 Jan 21, 2026
Key FInancial Inc History No change 100 0 0 0.0% Q4 2025 Feb 09, 2026