Vault-13

ANGEL STUDIOS INC ANGX

CL A COM · Common Stock · CUSIP 034948109

140 institutional holders +19 vs Q1 2026
43,218,07343.2m shares reported held*
$159.4mreported value*
38 new 32 added 17 reduced 17 sold out net bought ≈ $28.9m (+7.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($88.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.69. Options: 6 managers hold calls ($1.2m notional), 6 hold puts ($543.5k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 25: 57Q4 25: 104Q1 26: 121Q2 26: 140140Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202557
Q4 2025104
Q1 2026121
Q2 2026140

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 25: 81 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 57 bought or addedQ1 26: 27 cut or sold outQ1 26Q2 26: 70 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20258112
Q1 20265727
Q2 20267034

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $1.3mQ4 25 puts: $1.7mQ4 25P/C 1.35Q1 26 calls: $647.2kQ1 26 puts: $446.8kQ1 26P/C 0.69Q2 26 calls: $1.2mQ2 26 puts: $543.5kQ2 26P/C 0.46
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$1.3m$1.7m1.35
Q1 2026$647.2k$446.8k0.69
Q2 2026$1.2m$543.5k0.46

Biggest buyers

PEAK6 LLC New +2,593,933+2.6m
RENAISSANCE TECHNOLOGIES LLC Added +1,283,609+1.3m
Diversify Advisory Services, LLC New +700,712+700.7k
MILLENNIUM MANAGEMENT LLC New +522,801+522.8k
AWM Investment Company, Inc. New +458,379+458.4k
Americana Partners, LLC New +389,481+389.5k
CITADEL ADVISORS LLC New +378,068+378.1k
Paloma Partners Management Co New +325,000+325.0k
Shay Capital LLC New +285,000+285.0k
GEODE CAPITAL MANAGEMENT, LLC Added +230,120+230.1k

Biggest sellers

Polar Asset Management Partners Inc. Sold out -262,502-262.5k
Hudson Bay Capital Management LP Reduced -202,749-202.7k
Verition Fund Management LLC Reduced -164,896-164.9k
Sepio Capital, LP Reduced -104,350-104.3k
Brevan Howard Capital Management LP Sold out -70,315-70.3k
Connective Capital Management, LLC Sold out -65,090-65.1k
MORGAN STANLEY Reduced -60,258-60.3k
LAZARD ASSET MANAGEMENT LLC Sold out -57,199-57.2k
NORDEN GROUP LLC Sold out -49,125-49.1k
Andina Capital Management, LLC Sold out -38,019-38.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $468.3k127.6k shares
CITADEL ADVISORS LLC Reduced $280.8k76.5k shares
JANE STREET GROUP, LLC Added $213.2k58.1k shares
SIMPLEX TRADING, LLC Added $171.4k46.7k shares
IMC-Chicago, LLC Reduced $41.5k11.3k shares
GROUP ONE TRADING LLC Reduced $734200 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $194.5k53.0k shares
IMC-Chicago, LLC Added $104.2k28.4k shares
GROUP ONE TRADING LLC Added $79.3k21.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $78.2k21.3k shares
JANE STREET GROUP, LLC New $49.2k13.4k shares
SIMPLEX TRADING, LLC Added $38.2k10.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Gigafund 1, LP 13G · passive investor new · filed 2025-09-17 19.6% new 19.7m≈ $72.1m 2025-09-17
Harmon Jeffrey 13D · may seek influence -6.3 pts · filed 2026-08-12
Stated purposeItem 4 of the Schedule 13D is hereby amended and restated as follows: The Reporting Person owns the Common Stock for investment purposes and to incentivize him in connection with his employment with the Issuer. In his capacity as Chief Content Officer of the Issuer, the Reporting Person intends to continue taking an active role in the Issuer's management. Depending upon factors that he may deem material, the Reporting Person may purchase additional Issuer securities or may dispose of all or a portion of the Issuer securities that he may have acquired or hereafter acquire. Also, subject to applicable approvals from board of directors of the Issuer or a committee thereof, as applicable, the Reporting Person may receive additional securities of the Issuer in connection with the Issuer's equ… Full filing
11.9% -6.3 pts 17.5m≈ $64.3m 2026-08-12
Harmon Neal 13D · may seek influence -6.5 pts · filed 2026-08-12
Stated purposeItem 4 of the Schedule 13D is hereby amended and restated as follows: The Reporting Person owns the Common Stock for investment purposes and to incentivize him in connection with his employment with the Issuer. In his capacity as Chief Executive Officer and member of the board of directors of the Issuer, the Reporting Person intends to continue taking an active role in the Issuer's management. Depending upon factors that he may deem material, the Reporting Person may purchase additional Issuer securities or may dispose of all or a portion of the Issuer securities that he may have acquired or hereafter acquire. Also, subject to applicable approvals from board of directors of the Issuer or a committee thereof, as applicable, the Reporting Person may receive additional securities of the Iss… Full filing
11.8% -6.5 pts 17.3m≈ $63.7m 2026-08-12

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 3 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20251—0——
Q4 20250—0——
Q1 20260—0——
Q2 20261$983.9k0——
Q3 20263$5.9m0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-11 Sarowitz Steven I Director Bought 88,647 $5.33 $472.5k88.6k shares +7%
2026-09-10 Sarowitz Steven I Director Bought 355,998 $5.28 $1.9m356.0k shares +40%
2026-09-09 Sarowitz Steven I Director Bought 132,639 $4.95 $656.6k132.6k shares +18%
2026-09-01 Sarowitz Steven I Director Bought 10,979 $4.27 $46.9k11.0k shares +2%
2026-08-14 Sarowitz Steven I Director Bought 57,922 $4.26 $246.7k57.9k shares +8%
2026-08-14 Harmon Jeffrey Chief Content Officer Bought 51,380 $4.26 $218.9k51.4k shares +25%
2026-08-14 Harmon Neal Chief Executive Officer, director Bought 29,193 $4.28 $124.9k29.2k shares +53%
2026-08-13 Harmon Jeffrey Chief Content Officer Bought 178,700 $4.08 $729.1k178.7k shares +679%
2026-08-13 Sarowitz Steven I Director Bought 107,662 $4.12 $443.6k107.7k shares +19%
2026-08-13 Harmon Neal Chief Executive Officer, director Bought 29,036 $4.31 $125.1k29.0k shares +110%
2026-08-12 Sarowitz Steven I Director Bought 246,153 $3.71 $913.2k246.2k shares +75%
2026-05-05 Sarowitz Steven I Director Bought 321,544 $3.06 $983.9k321.5k shares +6072%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gigafund Management Company, LLC 0.24% of their portfolio Austin, TX 19,459,88219.5m $71.4m $71.4m 0.24% Unchanged
2 Hudson Bay Capital Management LP 0.07% of their portfolio STAMFORD, CT 3,915,0683.9m $14.4m $14.4m 0.07% Reduced -202.7k -202,749
3 PEAK6 LLC 0.23% of their portfolio AUSTIN, TX 2,593,9332.6m $9.5m $9.5m 0.23% New
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,387,1721.4m $5.1m $5.1m 0.00% Added +68.7k +68,697
5 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 1,373,2281.4m $5.0m $5.0m 0.01% Added +1.3m +1,283,609
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,145,9221.1m $4.2m $4.2m 0.00% Added +230.1k +230,120
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,107,3421.1m $4.1m $4.1m 0.00% Added +170.8k +170,786
8 Sepio Capital, LP 0.18% of their portfolio Salt Lake City, UT 959,485959.5k $3.5m $3.5m 0.18% Reduced -104.3k -104,350
9 Harvest Investment Services, LLC 0.40% of their portfolio Oakbrook Terrace, IL 706,776706.8k $2.6m $2.6m 0.40% Added +21.8k +21,837
10 Diversify Advisory Services, LLC 0.05% of their portfolio SANDY, UT 700,712700.7k $3.1m $3.1m 0.05% New
11 DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio SANDY, UT 700,712700.7k $3.1m $3.1m 0.05% Reduced -2.4k -2,362
12 MMBG INVESTMENT ADVISORS CO. 0.17% of their portfolio MIAMI, FL 597,543597.5k $2.2m $2.2m 0.17% Unchanged
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 595,665595.7k $2.2m $2.2m 0.00% Added +9.4k +9,399
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 559,211559.2k $2.1m $2.1m 0.00% Added +59.0k +58,994
15 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 522,801522.8k $1.9m $1.9m 0.00% New
16 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 520,666520.7k $1.9m $1.9m 0.00% Added +99.4k +99,415
17 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 466,500466.5k $1.7m $1.7m 0.00% Added +93.4k +93,400
18 AWM Investment Company, Inc. 0.15% of their portfolio NEW YORK, NY 458,379458.4k $1.7m $1.7m 0.15% New
19 Americana Partners, LLC 0.03% of their portfolio Houston, TX 389,481389.5k $1.4m $1.4m 0.03% New
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 378,068378.1k $1.4m $1.4m 0.00% New
21 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 335,035335.0k $1.2m $1.2m 0.01% Added +212.7k +212,663
22 Diametric Capital, LP 0.13% of their portfolio BOSTON, MA 329,386329.4k $1.2m $1.2m 0.13% Added +117.8k +117,785
23 Paloma Partners Management Co 0.28% of their portfolio GREENWICH, CT 325,000325.0k $1.2m $1.2m 0.28% New
24 Shay Capital LLC 0.12% of their portfolio NEW YORK, NY 285,000285.0k $1.0m $1.0m 0.12% New
25 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 230,989231.0k $704.5k $704.5k 0.01% Reduced -100 -100
26 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 219,952220.0k $807.2k $807.2k 0.01% Unchanged
27 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 216,890216.9k $796.0k $796.0k 0.00% Added +40.6k +40,645
28 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 170,648170.6k $626.3k $626.3k 0.00% Reduced -164.9k -164,896
29 Iron Gate Global Advisors LLC 0.06% of their portfolio NSL, UT 163,926163.9k $601.6k $601.6k 0.06% Unchanged
30 Capricorn Fund Managers Ltd 0.04% of their portfolio LONDON, X0 130,806130.8k $480.1k $480.1k 0.04% New
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 126,327126.3k $463.6k $463.6k 0.00% Added +51.0k +51,001
32 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 115,620115.6k $424.3k $424.3k 0.00% New
33 Laird Norton Wetherby Trust Company, LLC 0.01% of their portfolio Seattle, WA 112,456112.5k $412.7k $412.7k 0.01% Unchanged
34 Summit Global Investments 0.02% of their portfolio BOUNTIFUL, UT 109,037109.0k $400.0k $400.0k 0.02% Unchanged
35 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 92,17892.2k $338.3k $338.3k 0.00% New
36 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 92,04392.0k $337.8k $337.8k 0.01% New
37 BRC Group Holdings, Inc. 0.07% of their portfolio LOS ANGELES, CA 81,12381.1k $297.7k $297.7k 0.07% New
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 73,02773.0k $268.0k $268.0k 0.00% Added +35.0k +35,000
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 62,24362.2k $228.4k $228.4k 0.00% Reduced -60.3k -60,258
40 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 60,49160.5k $222.0k $222.0k 0.00% Reduced -26 -26
41 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 60,08360.1k $220.5k $220.5k 0.00% Added +608 +608
42 KIECKHEFER GROUP LLC 0.09% of their portfolio MEQUON, WI 60,00060.0k $220.2k $220.2k 0.09% Unchanged
43 SYMMETRY PEAK MANAGEMENT LLC 4.42% of their portfolio Radnor, PA 55,00055.0k $201.8k $201.8k 4.42% New
44 SPROTT INC. 0.01% of their portfolio TORONTO, A6 52,69152.7k $193.4k $193.4k 0.01% Unchanged
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 47,04447.0k $172.7k $172.7k 0.00% Added +17.4k +17,368
46 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 46,81846.8k $171.0k $171.0k 0.00% New
47 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 46,61646.6k $171.1k $171.1k 0.00% Unchanged
48 Worth Venture Partners, LLC 0.38% of their portfolio FORT LEE, NJ 45,75045.8k $167.9k $167.9k 0.38% New
49 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 44,28844.3k $162.5k $162.5k 0.01% Reduced -9.3k -9,276
50 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 41,15541.2k $151.0k $151.0k 0.00% Unchanged
51 Pacific Capital Wealth Advisors, Inc. 0.02% of their portfolio CORONA, CA 40,21840.2k $147.6k $147.6k 0.02% Unchanged
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 38,07738.1k $122.2k $122.2k 0.00% Added +14.5k +14,496
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 37,15337.2k $136.4k $136.4k 0.00% Unchanged
54 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 34,80934.8k $127.7k $127.7k 0.00% New
55 EntryPoint Capital, LLC 0.03% of their portfolio NEW YORK, NY 33,68333.7k $123.6k $123.6k 0.03% Reduced -10.8k -10,788
56 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 33,66633.7k $123.6k $123.6k 0.00% Reduced -834 -834
57 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 33,59933.6k $123.3k $123.3k 0.00% Added +142 +142
58 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 32,54132.5k $119.4k $119.4k 0.00% Unchanged
59 Hardin Capital Partners, LLC 0.05% of their portfolio GREENVILLE, SC 30,21630.2k $111.2k $111.2k 0.05% Added +5.0k +5,000
60 AXQ CAPITAL, LP 0.01% of their portfolio JERSEY CITY, NJ 27,25427.3k $100.0k $100.0k 0.01% New
61 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 25,97826.0k $95.3k $95.3k 0.00% New
62 Values First Advisors, Inc. 0.04% of their portfolio JOHNSON CITY, TN 25,51725.5k $93.6k $93.6k 0.04% Reduced -668 -668
63 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 24,99325.0k $91.7k $91.7k 0.00% Reduced -142 -142
64 Adams Wealth Management 0.02% of their portfolio LOGAN, UT 24,01724.0k $88.1k $88.1k 0.02% Added +1.2k +1,241
65 CacheTech Inc. 0.01% of their portfolio LOGAN, UT 24,01724.0k $88.1k $88.1k 0.01% Added +1.2k +1,241
66 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,45321.5k $78.7k $78.7k 0.00% Added +5.4k +5,363
67 Allegheny Financial Group 0.01% of their portfolio Pittsburgh, PA 20,32920.3k $74.6k $74.6k 0.01% Added +1.9k +1,900
68 Persistent Asset Partners Ltd 0.02% of their portfolio HONG KONG, K3 19,08219.1k $70.0k $70.0k 0.02% New
69 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,48918.5k $67.9k $67.9k 0.00% Added +7.8k +7,786
70 LMR Partners LLP 0.00% of their portfolio LONDON, X0 17,50017.5k $64.2k $64.2k 0.00% Unchanged
71 CARLSON FINANCIAL, INC. 0.03% of their portfolio CANBY, OR 17,39617.4k $63.8k $63.8k 0.03% Reduced -1.5k -1,500
72 R Squared Ltd 0.03% of their portfolio HONG KONG, K3 16,82316.8k $61.7k $61.7k 0.03% Added +5.6k +5,648
73 UPTICK PARTNERS, LLC 0.01% of their portfolio NACOGDOCHES, TX 15,81715.8k $58.0k $58.0k 0.01% New
74 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 15,69015.7k $57.6k $57.6k 0.00% New
75 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 15,00815.0k $55.1k $55.1k 0.00% Added +4.5k +4,500
76 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 14,17514.2k $52.0k $52.0k 0.00% Added +2.4k +2,400
77 Warwick Investment Management, Inc. 0.01% of their portfolio BRYAN, TX 13,37613.4k $49.1k $49.1k 0.01% Unchanged
78 Whitcomb & Hess, Inc. 0.01% of their portfolio ASHLAND, OH 13,37513.4k $49.1k $49.1k 0.01% New
79 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,94612.9k $47.5k $47.5k 0.00% New
80 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 12,67412.7k $46.5k $46.5k 0.00% New
81 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 11,94511.9k $43.8k $43.8k 0.00% Unchanged
82 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 11,69011.7k $42.9k $42.9k 0.00% Reduced -9.6k -9,586
83 OneAscent Financial Services LLC 0.00% of their portfolio BIRMINGHAM, AL 11,28111.3k $41.4k $41.4k 0.00% New
84 Clear Creek Financial Management, LLC 0.00% of their portfolio SILVERDALE, WA 11,10811.1k $40.8k $40.8k 0.00% New
85 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,63510.6k $39.0k $39.0k 0.00% Added +4.0k +4,000
86 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,23710.2k $37.6k $37.6k 0.00% New
87 Inspire Advisors, LLC 0.00% of their portfolio Meridian, ID 10,14110.1k $37.2k $37.2k 0.00% New
88 Capstone Financial Advisors, Inc. 0.00% of their portfolio DOWNERS GROVE, IL 10,00010.0k $36.7k $36.7k 0.00% Unchanged
89 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,00010.0k $36.7k $36.7k 0.00% New
90 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 9,5079.5k $34.9k $34.9k 0.00% Added +4.2k +4,197
91 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 8,8138.8k $32.3k $32.3k 0.00% Added +95 +95
92 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 7,4367.4k $27.3k $27.3k 0.00% New
93 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 5,0005.0k $18.4k $18.4k 0.00% Unchanged
94 Dynamic Wealth Strategies, LLC 0.01% of their portfolio GRANITE BAY, CA 4,6814.7k $17.2k $17.2k 0.01% Unchanged
95 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 3,5693.6k $13.1k $13.1k 0.00% Unchanged
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,1203.1k $11.4k $11.4k 0.00% Unchanged
97 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,7812.8k $10.2k $10.2k 0.00% Added +228 +228
98 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,6632.7k $9.8k $9.8k 0.00% First filing
99 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 2,1012.1k $7.7k $7.7k 0.00% New
100 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2031.2k $4.3k $4.3k 0.00% Unchanged