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Avantis Emerging Markets VAL (AVES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,668,590 from 2,605,120
Change+63,470 (+2%)
Value$173.8M (+$2.9M)
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares1,876,434 from 1,816,551
Change+59,883 (+3%)
Value$122.2M (+$3.0M)
Filed 2026-11-05
Symmetry Partners, LLC
DECREASED
Shares396,131 from 397,745
Change-1,614 (0%)
Value$25.8M (-$292.1K)
Filed 2026-10-27
Armbruster Capital Management, Inc.
INCREASED
Shares360,800 from 353,764
Change+7,036 (+2%)
Value$23.5M (+$292.0K)
Filed 2026-10-19
Diversified Portfolios, Inc.
INCREASED
Shares329,519 from 117,421
Change+212,098 (+181%)
Value$21.5M (+$13.8M)
Filed 2026-11-04
Meredith Wealth Planning
INCREASED
Shares290,287 from 289,074
Change+1,213 (+0%)
Value$18.9M (-$56.9K)
Filed 2026-10-14
Three Arch Wealth Management LLC
INCREASED
Shares272,505 from 259,889
Change+12,616 (+5%)
Value$17.7M (+$699.6K)
Filed 2026-10-20
Fidelity D & D Bancorp Inc
INCREASED
Shares224,519 from 208,886
Change+15,633 (+7%)
Value$14.6M (+$920.0K)
Filed 2026-11-05
RED Lighthouse Investment Management, LLC
DECREASED
Shares221,363 from 221,780
Change-417 (0%)
Value$14.4M (-$131.4K)
Filed 2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares218,925 from 211,649
Change+7,276 (+3%)
Value$14.3M (+$374.4K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares171,524 from 165,169
Change+6,355 (+4%)
Value$11.2M (+$336.3K)
Filed 2026-10-22
Cornerstone Wealth Partners, LLC
INCREASED
Shares161,983 from 133,744
Change+28,239 (+21%)
Value$10.5M (+$1.8M)
Filed 2026-10-28
B&D White Capital Company, LLC
DECREASED
Shares161,688 from 178,419
Change-16,731 (-9%)
Value$10.5M (-$1.2M)
Filed 2026-11-02
Apeiron RIA LLC
INCREASED
Shares157,839 from 148,713
Change+9,126 (+6%)
Value$10.2M (+$472.4K)
Filed 2026-10-08
Anderson Hoagland & Co
DECREASED
Shares157,624 from 157,946
Change-322 (0%)
Value$9.8M (-$601.1K)
Filed 2026-10-23
Global Strategic Investment Solutions, LLC
INCREASED
Shares149,947 from 141,820
Change+8,127 (+6%)
Value$9.8M (+$462.7K)
Filed 2026-10-16
Golden Bell Financial Planning LLC
DECREASED
Shares124,677 from 126,665
Change-1,988 (-2%)
Value$8.1M (-$189.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares122,216 from 114,171
Change+8,045 (+7%)
Value$8.0M (+$470.3K)
Filed 2026-10-08
Ejmk Ventures LLC
INCREASED
Shares121,540 from 110,433
Change+11,107 (+10%)
Value$7.9M (+$671.5K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares102,255 from 92,431
Change+9,824 (+11%)
Value$6.7M (+$597.0K)
Filed 2026-10-26
Oceanside Advisors LLC
INCREASED
Shares100,526 from 96,076
Change+4,450 (+5%)
Value$6.5M (+$244.7K)
Filed 2026-11-03
Bannerman Wealth Management Group, LLC
INCREASED
Shares99,236 from 95,365
Change+3,871 (+4%)
Value$6.5M (+$207.3K)
Filed 2026-10-09
Bayshore Asset Management, LLC
INCREASED
Shares96,698 from 87,332
Change+9,366 (+11%)
Value$6.3M (+$586.4K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares93,270 from 92,248
Change+1,022 (+1%)
Value$6.1M (+$23.2K)
Filed 2026-11-04
Greenspring Advisors, LLC
DECREASED
Shares77,064 from 77,619
Change-555 (-1%)
Value$5.0M (-$72.6K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares69,094 from 74,237
Change-5,143 (-7%)
Value$4.5M (-$369.9K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares68,743 from 61,495
Change+7,248 (+12%)
Value$4.5M (+$443.2K)
Filed 2026-10-21
Entrewealth, LLC
INCREASED
Shares65,006 from 60,900
Change+4,106 (+7%)
Value$4.2M (+$281.5K)
Filed 2026-10-14
Northland Capital Management LLC
INCREASED
Shares60,781 from 59,145
Change+1,636 (+3%)
Value$4.0M (+$78.8K)
Filed 2026-10-15
Mraz, Amerine & Associates, Inc.
INCREASED
Shares60,203 from 24,751
Change+35,452 (+143%)
Value$3.9M (+$2.3M)
Filed 2026-10-30
1620 Investment Advisors, Inc.
INCREASED
Shares53,444 from 52,320
Change+1,124 (+2%)
Value$3.5M (+$48.6K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares48,516 from 46,433
Change+2,083 (+4%)
Value$3.2M (+$113.8K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares48,421 from 46,577
Change+1,844 (+4%)
Value$3.1M (+$83.3K)
Filed 2026-10-09
Parkshore Wealth Management, Inc.
DECREASED
Shares38,791 from 48,114
Change-9,323 (-19%)
Value$2.5M (-$629.8K)
Filed 2026-10-13
Gibson Capital, LLC
DECREASED
Shares34,761 from 36,601
Change-1,840 (-5%)
Value$2.3M (-$137.0K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares32,425 from 22,235
Change+10,190 (+46%)
Value$2.1M (+$653.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares26,661 from 25,130
Change+1,531 (+6%)
Value$1.7M (+$88.0K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares24,011 from 23,070
Change+941 (+4%)
Value$1.6M (+$50.4K)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
INCREASED
Shares23,662 from 23,655
Change+7 (+0%)
Value$1.5M (-$10.7K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares22,071 from 19,898
Change+2,173 (+11%)
Value$1.4M (+$132.2K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares21,166 from 21,020
Change+146 (+1%)
Value$1.4M (-$416)
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares20,845 from 12,899
Change+7,946 (+62%)
Value$1.4M (+$511.4K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares20,473 from 20,413
Change+60 (+0%)
Value$1.3M (-$3.0K)
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares20,448 from 20,448
Change0 (0%)
Value$1.3M (-$9.6K)
Filed 2026-11-03
Enzi Wealth
DECREASED
Shares20,361 from 20,581
Change-220 (-1%)
Value$1.3M (+$7.5K)
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares19,168 from 19,047
Change+121 (+1%)
Value$1.2M (-$1.1K)
Filed 2026-10-02
CoreCap Advisors, LLC
INCREASED
Shares17,990 from 17,710
Change+280 (+2%)
Value$1.2M (+$10.0K)
Filed 2026-10-08
LAM Group, Inc.
INCREASED
Shares17,035 from 16,910
Change+125 (+1%)
Value$1.1M (+$194)
Filed 2026-10-26
Sensible Money, LLC
INCREASED
Shares16,344 from 16,341
Change+3 (+0%)
Value$1.1M (-$7.5K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares16,140 from 16,777
Change-637 (-4%)
Value$1.1M (-$49.4K)
Filed 2026-10-22
Breakwater Capital Group
INCREASED
Shares14,705 from 14,387
Change+318 (+2%)
Value$957.7K (+$13.9K)
Filed 2026-10-09
Forum Financial Management, LP
UNCHANGED
Shares14,596 from 14,596
Change0 (0%)
Value$950.6K (-$6.9K)
Filed 2026-10-16
True Wealth Design, LLC
DECREASED
Shares14,298 from 16,100
Change-1,802 (-11%)
Value$931.2K (-$124.9K)
Filed 2026-10-13
M Wealth Management, LLC
INCREASED
Shares12,522 from 12,500
Change+22 (+0%)
Value$815.5K (-$4.5K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares10,542 from 10,433
Change+109 (+1%)
Value$686.6K (+$2.2K)
Filed 2026-10-14
Guidance Capital, Inc
INCREASED
Shares10,412 from 10,397
Change+15 (+0%)
Value$627.8K (-$36.4K)
Filed 2026-11-03
Seed Wealth Management, Inc.
INCREASED
Shares9,910 from 9,710
Change+200 (+2%)
Value$645.4K (+$8.5K)
Filed 2026-10-20
KFG LLC
NEW
Shares9,391
Change+9,391
Value$611.6K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,050 from 6,239
Change+2,811 (+45%)
Value$586.9K (+$177.4K)
Filed 2026-10-13
Creative Capital Management Investments LLC
UNCHANGED
Shares8,997 from 8,997
Change0 (0%)
Value$586.0K (-$4.2K)
Filed 2026-10-28
Vise Technologies, Inc.
NEW
Shares8,658
Change+8,658
Value$563.9K
Filed 2026-10-29
DBK Financial Counsel, LLC
UNCHANGED
Shares7,925 from 7,925
Change0 (0%)
Value$516.2K (-$3.7K)
Filed 2026-10-13
Vestment Financial LLC
INCREASED
Shares7,869 from 7,814
Change+55 (+1%)
Value$508.4K (+$2.2K)
Filed 2026-10-13
Haven Private, LLC
DECREASED
Shares7,700 from 10,797
Change-3,097 (-29%)
Value$501.5K (-$206.8K)
Filed 2026-10-27
National Wealth Management Group, LLC
NEW
Shares7,653
Change+7,653
Value$498.4K
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares7,555 from 7,551
Change+4 (+0%)
Value$492.0K (-$3.3K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares7,460
Change+7,460
Value$485.9K
Filed 2026-10-21
Endeavor Private Wealth, Inc.
INCREASED
Shares7,377 from 6,774
Change+603 (+9%)
Value$480.5K (+$36.1K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,348 from 4,219
Change+3,129 (+74%)
Value$479.0K (+$202.0K)
Filed 2026-11-02
Truist Financial Corp
NEW
Shares7,099
Change+7,099
Value$462.4K
Filed 2026-10-30
WMG Financial Advisors, LLC
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$403.4K ($0)
Filed 2026-10-28
Pacific Asset Management, LLC
INCREASED
Shares6,117 from 6,087
Change+30 (+0%)
Value$398.4K (-$919)
Filed 2026-10-15
marrick wealth, LLC
DECREASED
Shares5,949 from 7,478
Change-1,529 (-20%)
Value$387.5K (-$103.1K)
Filed 2026-10-20
Indivisible Partners
NEW
Shares5,683
Change+5,683
Value$370.1K
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares4,767 from 4,892
Change-125 (-3%)
Value$313.4K (-$2.7K)
Filed 2026-10-08
Financial Architects, LLC
UNCHANGED
Shares4,710 from 4,710
Change0 (0%)
Value$306.8K (-$2.2K)
Filed 2026-10-13
Powerhouse Assets LLC
INCREASED
Shares4,070 from 4,063
Change+7 (+0%)
Value$265.1K (-$1.5K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares3,990 from 3,373
Change+617 (+18%)
Value$259.8K (+$38.6K)
Filed 2026-10-23
Physician Wealth Solutions Inc.
UNCHANGED
Shares3,977 from 3,977
Change0 (0%)
Value$259.0K (-$1.9K)
Filed 2026-10-14
Plancorp, LLC
DECREASED
Shares3,902 from 3,905
Change-3 (0%)
Value$235.6K (-$15.1K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
NEW
Shares3,900
Change+3,900
Value$254.0K
Filed 2026-10-22
Freedom Day Solutions, LLC
DECREASED
Shares3,891 from 5,703
Change-1,812 (-32%)
Value$253.4K (-$120.7K)
Filed 2026-10-20
Sage Rhino Capital LLC
DECREASED
Shares3,492 from 3,493
Change-1 (0%)
Value$227.5K (-$1.7K)
Filed 2026-10-28
Kane Co Wealth Management, Inc.
DECREASED
Shares3,163 from 3,178
Change-15 (0%)
Value$206.0K (-$2.5K)
Filed 2026-11-04
Aprio Wealth Management, LLC
UNCHANGED
Shares3,081 from 3,081
Change0 (0%)
Value$200.7K (-$1.4K)
Filed 2026-10-28
Private Trust Co NA
UNCHANGED
Shares2,934 from 2,934
Change0 (0%)
Value$191.1K (-$1.4K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares2,011 from 2,011
Change0 (0%)
Value$131.0K (-$946)
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares1,824 from 1,824
Change0 (0%)
Value$118.8K (-$858)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$102.3K (-$737)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares1,433 from 1,123
Change+310 (+28%)
Value$93.3K (+$19.7K)
Filed 2026-10-27
Signature Equity Partners, LLC
DECREASED
Shares1,263 from 1,339
Change-76 (-6%)
Value$82.3K (-$5.6K)
Filed 2026-10-29
Trellis Wealth Advisors LLC
NEW
Shares647
Change+647
Value$42.1K
Filed 2026-10-19
Acumen Wealth Advisors, LLC
INCREASED
Shares586 from 434
Change+152 (+35%)
Value$38.2K (+$9.7K)
Filed 2026-11-05
Kings Path Partners LLC
INCREASED
Shares452 from 399
Change+53 (+13%)
Value$29.4K (+$3.3K)
Filed 2026-10-21
Bank of New Hampshire
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$27.6K (-$199)
Filed 2026-10-06
Ashton Thomas Securities, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$20.3K (-$146)
Filed 2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$15.1K (-$109)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares198 from 146
Change+52 (+36%)
Value$12.9K (+$3.3K)
Filed 2026-10-21
NorthAvenue LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$12.3K (-$89)
Filed 2026-10-29
Buck Wealth Strategies, LLC
NEW
Shares121
Change+121
Value$7.9K
Filed 2026-10-28
Reap Financial Group, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$7.4K (-$53)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$4.5K (-$33)
Filed 2026-10-15
RHL Group, LLC
INCREASED
Shares60 from 57
Change+3 (+5%)
Value$3.9K (+$161)
Filed 2026-11-04
Elevate Wealth Advisory, Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.1K (-$23)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW
Shares10
Change+10
Value$690
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
NEW
Shares2
Change+2
Value$130
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 2,705
Change-2,705 (-100%)
Value$0 (-$177.5K)
Filed 2026-10-28
American Century Companies Inc
N/A
Shares— from 2,499,305
Change-2,499,305 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,251,639
Change-2,251,639 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 709,779
Change-709,779 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 695,217
Change-695,217 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 300,914
Change-300,914 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 247,057
Change-247,057 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 186,691
Change-186,691 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 160,147
Change-160,147 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 149,666
Change-149,666 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 134,785
Change-134,785 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 132,338
Change-132,338 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 129,351
Change-129,351 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 103,464
Change-103,464 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 96,793
Change-96,793 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 89,129
Change-89,129 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 85,952
Change-85,952 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 80,618
Change-80,618 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 77,365
Change-77,365 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 71,940
Change-71,940 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 67,181
Change-67,181 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 66,302
Change-66,302 (-100%)
Value—
CSS LLC
N/A
Shares— from 62,973
Change-62,973 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 55,726
Change-55,726 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 50,126
Change-50,126 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 44,675
Change-44,675 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 38,385
Change-38,385 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 35,366
Change-35,366 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,754
Change-33,754 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 32,902
Change-32,902 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 28,996
Change-28,996 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 25,675
Change-25,675 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 23,494
Change-23,494 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 22,931
Change-22,931 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 21,869
Change-21,869 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 20,350
Change-20,350 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 19,316
Change-19,316 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,673
Change-18,673 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 18,132
Change-18,132 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,791
Change-13,791 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,387
Change-13,387 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 13,018
Change-13,018 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 12,190
Change-12,190 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 11,940
Change-11,940 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 10,729
Change-10,729 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 10,588
Change-10,588 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 10,481
Change-10,481 (-100%)
Value—
Betterment LLC
N/A
Shares— from 10,024
Change-10,024 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,369
Change-8,369 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,155
Change-8,155 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,086
Change-7,086 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,604
Change-5,604 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 930
Change-930 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 715
Change-715 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 392
Change-392 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 373
Change-373 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 60
Change-60 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
UBS Group AG
N/A
Shares— from 16
Change-16 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Signature Estate & Investment Advisors LLC
INCREASED2,668,5902,605,120+63,470+2%$170.9M$173.8M+$2.9M2026-10-13
First Command Advisory Services, Inc.
INCREASED1,876,4341,816,551+59,883+3%$119.2M$122.2M+$3.0M2026-11-05
Symmetry Partners, LLC
DECREASED396,131397,745-1,6140%$26.1M$25.8M-$292.1K2026-10-27
Armbruster Capital Management, Inc.
INCREASED360,800353,764+7,036+2%$23.2M$23.5M+$292.0K2026-10-19
Diversified Portfolios, Inc.
INCREASED329,519117,421+212,098+181%$7.7M$21.5M+$13.8M2026-11-04
Meredith Wealth Planning
INCREASED290,287289,074+1,213+0%$19.0M$18.9M-$56.9K2026-10-14
Three Arch Wealth Management LLC
INCREASED272,505259,889+12,616+5%$17.0M$17.7M+$699.6K2026-10-20
Fidelity D & D Bancorp Inc
INCREASED224,519208,886+15,633+7%$13.7M$14.6M+$920.0K2026-11-05
RED Lighthouse Investment Management, LLC
DECREASED221,363221,780-4170%$14.5M$14.4M-$131.4K2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED218,925211,649+7,276+3%$13.9M$14.3M+$374.4K2026-11-02
Perigon Wealth Management, LLC
INCREASED171,524165,169+6,355+4%$10.8M$11.2M+$336.3K2026-10-22
Cornerstone Wealth Partners, LLC
INCREASED161,983133,744+28,239+21%$8.8M$10.5M+$1.8M2026-10-28
B&D White Capital Company, LLC
DECREASED161,688178,419-16,731-9%$11.7M$10.5M-$1.2M2026-11-02
Apeiron RIA LLC
INCREASED157,839148,713+9,126+6%$9.8M$10.2M+$472.4K2026-10-08
Anderson Hoagland & Co
DECREASED157,624157,946-3220%$10.4M$9.8M-$601.1K2026-10-23
Global Strategic Investment Solutions, LLC
INCREASED149,947141,820+8,127+6%$9.3M$9.8M+$462.7K2026-10-16
Golden Bell Financial Planning LLC
DECREASED124,677126,665-1,988-2%$8.3M$8.1M-$189.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED122,216114,171+8,045+7%$7.5M$8.0M+$470.3K2026-10-08
Ejmk Ventures LLC
INCREASED121,540110,433+11,107+10%$7.2M$7.9M+$671.5K2026-10-21
Park Avenue Securities LLC
INCREASED102,25592,431+9,824+11%$6.1M$6.7M+$597.0K2026-10-26
Oceanside Advisors LLC
INCREASED100,52696,076+4,450+5%$6.3M$6.5M+$244.7K2026-11-03
Bannerman Wealth Management Group, LLC
INCREASED99,23695,365+3,871+4%$6.3M$6.5M+$207.3K2026-10-09
Bayshore Asset Management, LLC
INCREASED96,69887,332+9,366+11%$5.7M$6.3M+$586.4K2026-11-03
AlphaCore Capital LLC
INCREASED93,27092,248+1,022+1%$6.1M$6.1M+$23.2K2026-11-04
Greenspring Advisors, LLC
DECREASED77,06477,619-555-1%$5.1M$5.0M-$72.6K2026-11-05
Simplicity Wealth,LLC
DECREASED69,09474,237-5,143-7%$4.9M$4.5M-$369.9K2026-10-23
Axxcess Wealth Management, LLC
INCREASED68,74361,495+7,248+12%$4.0M$4.5M+$443.2K2026-10-21
Entrewealth, LLC
INCREASED65,00660,900+4,106+7%$4.0M$4.2M+$281.5K2026-10-14
Northland Capital Management LLC
INCREASED60,78159,145+1,636+3%$3.9M$4.0M+$78.8K2026-10-15
Mraz, Amerine & Associates, Inc.
INCREASED60,20324,751+35,452+143%$1.6M$3.9M+$2.3M2026-10-30
1620 Investment Advisors, Inc.
INCREASED53,44452,320+1,124+2%$3.4M$3.5M+$48.6K2026-11-04
Creative Planning
INCREASED48,51646,433+2,083+4%$3.0M$3.2M+$113.8K2026-11-02
Wedmont Private Capital
INCREASED48,42146,577+1,844+4%$3.1M$3.1M+$83.3K2026-10-09
Parkshore Wealth Management, Inc.
DECREASED38,79148,114-9,323-19%$3.2M$2.5M-$629.8K2026-10-13
Gibson Capital, LLC
DECREASED34,76136,601-1,840-5%$2.4M$2.3M-$137.0K2026-10-23
Kestra Advisory Services, LLC
INCREASED32,42522,235+10,190+46%$1.5M$2.1M+$653.2K2026-11-02
Commonwealth Equity Services, LLC
INCREASED26,66125,130+1,531+6%$1.6M$1.7M+$88.0K2026-11-02
Jacobi Capital Management LLC
INCREASED24,01123,070+941+4%$1.5M$1.6M+$50.4K2026-11-05
Cypress Point Wealth Management, LLC
INCREASED23,66223,655+7+0%$1.6M$1.5M-$10.7K2026-11-03
Fifth Third Securities, Inc.
INCREASED22,07119,898+2,173+11%$1.3M$1.4M+$132.2K2026-10-21
Capital Investment Advisory Services, LLC
INCREASED21,16621,020+146+1%$1.4M$1.4M-$4162026-10-30
Sigma Planning Corp
INCREASED20,84512,899+7,946+62%$846.2K$1.4M+$511.4K2026-10-23
Accurate Wealth Management, LLC
INCREASED20,47320,413+60+0%$1.3M$1.3M-$3.0K2026-10-20
Asset Dedication, LLC
UNCHANGED20,44820,44800%$1.3M$1.3M-$9.6K2026-11-03
Enzi Wealth
DECREASED20,36120,581-220-1%$1.3M$1.3M+$7.5K2026-10-14
Versant Capital Management, Inc
INCREASED19,16819,047+121+1%$1.2M$1.2M-$1.1K2026-10-02
CoreCap Advisors, LLC
INCREASED17,99017,710+280+2%$1.2M$1.2M+$10.0K2026-10-08
LAM Group, Inc.
INCREASED17,03516,910+125+1%$1.1M$1.1M+$1942026-10-26
Sensible Money, LLC
INCREASED16,34416,341+3+0%$1.1M$1.1M-$7.5K2026-10-20
Strategic Blueprint, LLC
DECREASED16,14016,777-637-4%$1.1M$1.1M-$49.4K2026-10-22
Breakwater Capital Group
INCREASED14,70514,387+318+2%$943.8K$957.7K+$13.9K2026-10-09
Forum Financial Management, LP
UNCHANGED14,59614,59600%$957.5K$950.6K-$6.9K2026-10-16
True Wealth Design, LLC
DECREASED14,29816,100-1,802-11%$1.1M$931.2K-$124.9K2026-10-13
M Wealth Management, LLC
INCREASED12,52212,500+22+0%$820.0K$815.5K-$4.5K2026-10-14
XY Planning Network, Inc.
INCREASED10,54210,433+109+1%$684.4K$686.6K+$2.2K2026-10-14
Guidance Capital, Inc
INCREASED10,41210,397+15+0%$664.2K$627.8K-$36.4K2026-11-03
Seed Wealth Management, Inc.
INCREASED9,9109,710+200+2%$637.0K$645.4K+$8.5K2026-10-20
KFG LLC
NEW9,391—+9,391——$611.6K—2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED9,0506,239+2,811+45%$409.5K$586.9K+$177.4K2026-10-13
Creative Capital Management Investments LLC
UNCHANGED8,9978,99700%$590.2K$586.0K-$4.2K2026-10-28
Vise Technologies, Inc.
NEW8,658—+8,658——$563.9K—2026-10-29
DBK Financial Counsel, LLC
UNCHANGED7,9257,92500%$519.9K$516.2K-$3.7K2026-10-13
Vestment Financial LLC
INCREASED7,8697,814+55+1%$506.1K$508.4K+$2.2K2026-10-13
Haven Private, LLC
DECREASED7,70010,797-3,097-29%$708.3K$501.5K-$206.8K2026-10-27
National Wealth Management Group, LLC
NEW7,653—+7,653——$498.4K—2026-10-26
HB Wealth Management, LLC
INCREASED7,5557,551+4+0%$495.4K$492.0K-$3.3K2026-10-23
Root Financial Partners, LLC
NEW7,460—+7,460——$485.9K—2026-10-21
Endeavor Private Wealth, Inc.
INCREASED7,3776,774+603+9%$444.4K$480.5K+$36.1K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED7,3484,219+3,129+74%$277.0K$479.0K+$202.0K2026-11-02
Truist Financial Corp
NEW7,099—+7,099——$462.4K—2026-10-30
WMG Financial Advisors, LLC
UNCHANGED6,1506,15000%$403.4K$403.4K$02026-10-28
Pacific Asset Management, LLC
INCREASED6,1176,087+30+0%$399.3K$398.4K-$9192026-10-15
marrick wealth, LLC
DECREASED5,9497,478-1,529-20%$490.6K$387.5K-$103.1K2026-10-20
Indivisible Partners
NEW5,683—+5,683——$370.1K—2026-10-26
Apella Capital, LLC
DECREASED4,7674,892-125-3%$316.1K$313.4K-$2.7K2026-10-08
Financial Architects, LLC
UNCHANGED4,7104,71000%$309.0K$306.8K-$2.2K2026-10-13
Powerhouse Assets LLC
INCREASED4,0704,063+7+0%$266.5K$265.1K-$1.5K2026-10-19
Evanson Financial, LLC
INCREASED3,9903,373+617+18%$221.2K$259.8K+$38.6K2026-10-23
Physician Wealth Solutions Inc.
UNCHANGED3,9773,97700%$260.9K$259.0K-$1.9K2026-10-14
Plancorp, LLC
DECREASED3,9023,905-30%$250.7K$235.6K-$15.1K2026-11-03
Symphony Financial, Ltd. Co.
NEW3,900—+3,900——$254.0K—2026-10-22
Freedom Day Solutions, LLC
DECREASED3,8915,703-1,812-32%$374.1K$253.4K-$120.7K2026-10-20
Sage Rhino Capital LLC
DECREASED3,4923,493-10%$229.1K$227.5K-$1.7K2026-10-28
Kane Co Wealth Management, Inc.
DECREASED3,1633,178-150%$208.5K$206.0K-$2.5K2026-11-04
Aprio Wealth Management, LLC
UNCHANGED3,0813,08100%$202.1K$200.7K-$1.4K2026-10-28
Private Trust Co NA
UNCHANGED2,9342,93400%$192.5K$191.1K-$1.4K2026-10-20
US Bancorp \de\
UNCHANGED2,0112,01100%$131.9K$131.0K-$9462026-11-05
Fifth Third Bancorp
UNCHANGED1,8241,82400%$119.7K$118.8K-$8582026-11-05
3 Factor Indexing, LLC
UNCHANGED1,5701,57000%$103.0K$102.3K-$7372026-10-15
Parkside Financial Bank & Trust
INCREASED1,4331,123+310+28%$73.7K$93.3K+$19.7K2026-10-27
Signature Equity Partners, LLC
DECREASED1,2631,339-76-6%$87.9K$82.3K-$5.6K2026-10-29
Trellis Wealth Advisors LLC
NEW647—+647——$42.1K—2026-10-19
Acumen Wealth Advisors, LLC
INCREASED586434+152+35%$28.5K$38.2K+$9.7K2026-11-05
Kings Path Partners LLC
INCREASED452399+53+13%$26.2K$29.4K+$3.3K2026-10-21
Bank of New Hampshire
UNCHANGED42342300%$27.7K$27.6K-$1992026-10-06
Ashton Thomas Securities, LLC
UNCHANGED31231200%$20.5K$20.3K-$1462026-10-26
Catherine Avery Investment Management LLC
UNCHANGED23223200%$15.2K$15.1K-$1092026-10-14
Assetmark, Inc
INCREASED198146+52+36%$9.6K$12.9K+$3.3K2026-10-21
NorthAvenue LLC
UNCHANGED18918900%$12.4K$12.3K-$892026-10-29
Buck Wealth Strategies, LLC
NEW121—+121——$7.9K—2026-10-28
Reap Financial Group, LLC
UNCHANGED11311300%$7.4K$7.4K-$532026-11-02
Moisand Fitzgerald Tamayo, LLC
UNCHANGED696900%$4.5K$4.5K-$332026-10-15
RHL Group, LLC
INCREASED6057+3+5%$3.8K$3.9K+$1612026-11-04
Elevate Wealth Advisory, Inc
UNCHANGED484800%$3.1K$3.1K-$232026-10-29
Pension & Wealth Management Advisors, Inc.
NEW10—+10——$690—2026-10-16
Ashton Thomas Private Wealth, LLC
NEW2—+2——$130—2026-11-03
MCF Advisors LLC
CLOSED02,705-2,705-100%$177.5K$0-$177.5K2026-10-28
American Century Companies Inc
N/A—2,499,305-2,499,305-100%$164.0M———
Envestnet Asset Management Inc
N/A—2,251,639-2,251,639-100%$147.7M———
Focus Partners Wealth
N/A—709,779-709,779-100%$46.6M———
Empowered Funds, LLC
N/A—695,217-695,217-100%$45.6M———
Pathstone Holdings, LLC
N/A—300,914-300,914-100%$19.7M———
HighTower Advisors, LLC
N/A—247,057-247,057-100%$16.2M———
BSW Wealth Partners
N/A—186,691-186,691-100%$12.2M———
Austin Wealth Management, LLC
N/A—160,147-160,147-100%$10.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—149,666-149,666-100%$9.8M———
Bank of America Corp
N/A—134,785-134,785-100%$8.8M———
Cascade Financial Partners, LLC
N/A—132,338-132,338-100%$8.7M———
MML Investors Services, LLC
N/A—129,351-129,351-100%$8.5M———
ATLas Financial Planning LLC
N/A—103,464-103,464-100%$6.8M———
Susquehanna International Group, LLP
N/A—96,793-96,793-100%$6.3M———
Focus Partners Advisor Solutions, LLC
N/A—89,129-89,129-100%$5.8M———
Northwestern Mutual Wealth Management Co
N/A—85,952-85,952-100%$5.6M———
Mariner, LLC
N/A—80,618-80,618-100%$5.3M———
LPL Financial LLC
N/A—77,365-77,365-100%$5.1M———
MB Generational Wealth, LLC
N/A—71,940-71,940-100%$4.7M———
Tortoise Investment Management, LLC
N/A—67,181-67,181-100%$4.4M———
PFC Capital Group, Inc.
N/A—66,302-66,302-100%$4.3M———
CSS LLC
N/A—62,973-62,973-100%$4.1M———
Citadel Advisors LLC
N/A—55,726-55,726-100%$3.7M———
Trailhead Planners LLC
N/A—50,126-50,126-100%$3.3M———
OneDigital Investment Advisors LLC
N/A—44,675-44,675-100%$2.9M———
Jones Financial Companies Lllp
N/A—38,385-38,385-100%$2.5M———
Quantinno Capital Management LP
N/A—35,366-35,366-100%$2.3M———
AQR Capital Management LLC
N/A—33,754-33,754-100%$2.2M———
CoreFirst Bank & Trust
N/A—32,902-32,902-100%$2.2M———
UMB Bank, n.a.
N/A—28,996-28,996-100%$1.9M———
Shufro Rose & Co LLC
N/A—25,675-25,675-100%$1.7M———
Altar Rock LLC
N/A—23,494-23,494-100%$1.5M———
WorthPointe, LLC
N/A—22,931-22,931-100%$1.5M———
Freestone Capital Holdings, LLC
N/A—21,869-21,869-100%$1.4M———
Cresset Asset Management, LLC
N/A—20,350-20,350-100%$1.3M———
NCM Capital Management, LLC
N/A—19,316-19,316-100%$1.3M———
Old Mission Capital LLC
N/A—18,673-18,673-100%$1.2M———
Goldman Sachs Group Inc
N/A—18,132-18,132-100%$1.2M———
Stifel Financial Corp
N/A—13,791-13,791-100%$904.7K———
Fiduciary Financial Advisors
N/A—13,387-13,387-100%$877.9K———
Cloud Capital Management, LLC
N/A—13,018-13,018-100%$853.0K———
Brand Asset Management Group, Inc.
N/A—12,190-12,190-100%$799.7K———
Sankala Group LLC
N/A—11,940-11,940-100%$771.6K———
Savant Capital, LLC
N/A—10,729-10,729-100%$703.8K———
Werba Rubin Papier Wealth Management
N/A—10,588-10,588-100%$694.6K———
Waverly Advisors, LLC
N/A—10,502-10,502-100%$688.9K———
Merit Financial Group, LLC
N/A—10,481-10,481-100%$687.5K———
Betterment LLC
N/A—10,024-10,024-100%$658.0K———
Comprehensive Money Management Services LLC
N/A—8,490-8,490-100%$556.9K———
PNC Financial Services Group, Inc.
N/A—8,369-8,369-100%$549.0K———
Summit Financial, LLC
N/A—8,155-8,155-100%$535.0K———
Maimon Wealth Management Ltd.
N/A—7,500-7,500-100%$492.0K———
Cerity Partners LLC
N/A—7,086-7,086-100%$464.9K———
Bank of Montreal
N/A—6,947-6,947-100%$455.7K———
Ariadne Wealth Management, LP
N/A—6,727-6,727-100%$441.3K———
CreativeOne Wealth, LLC
N/A—5,604-5,604-100%$367.6K———
FMB Wealth Management
N/A—5,490-5,490-100%$360.1K———
Rockefeller Capital Management L.P.
N/A—5,270-5,270-100%$345.8K———
Clearstead Advisors, LLC
N/A—5,188-5,188-100%$340.3K———
Nuveen, LLC
N/A—4,700-4,700-100%$308.3K———
Captrust Financial Advisors
N/A—4,357-4,357-100%$285.8K———
Orcam Financial Group
N/A—4,070-4,070-100%$267.0K———
Beacon Pointe Advisors, LLC
N/A—3,930-3,930-100%$257.8K———
Morgan Stanley
N/A—3,795-3,795-100%$249.0K———
Gladstone Institutional Advisory LLC
N/A—3,561-3,561-100%$233.6K———
Savvy Advisors, Inc.
N/A—3,505-3,505-100%$229.9K———
Osaic Holdings, Inc.
N/A—3,472-3,472-100%$227.9K———
Cardiff Park Advisors, LLC
N/A—2,742-2,742-100%$179.9K———
BlackRock, Inc.
N/A—1,450-1,450-100%$95.1K———
FMR LLC
N/A—1,025-1,025-100%$67.3K———
Allworth Financial LP
N/A—930-930-100%$61.0K———
JPMorgan Chase & Co
N/A—715-715-100%$46.5K———
O'shaughnessy Asset Management, LLC
N/A—590-590-100%$38.7K———
Community Bank, N.A.
N/A—392-392-100%$25.7K———
Royal Bank of Canada
N/A—373-373-100%$24.0K———
WealthCollab, LLC
N/A—340-340-100%$22.3K———
Atomic Invest LLC
N/A—181-181-100%$11.8K———
Harbour Investments, Inc.
N/A—134-134-100%$8.8K———
IFG Advisory, LLC
N/A—105-105-100%$6.9K———
Rothschild Investment LLC
N/A—88-88-100%$5.8K———
Steward Partners Investment Advisory, LLC
N/A—72-72-100%$4.7K———
Wells Fargo & Company
N/A—60-60-100%$3.9K———
Beaird Harris Wealth Management, LLC
N/A—51-51-100%$3.4K———
Global Retirement Partners, LLC
N/A—50-50-100%$3.3K———
Orion Capital Management LLC
N/A—16-16-100%$1.1K———
UBS Group AG
N/A—16-16-100%$1.1K———
AE Wealth Management LLC
N/A—15-15-100%$984———
Strategic Wealth Partners, Ltd.
N/A—9-9-100%$590———
Smartleaf Asset Management LLC
N/A—5-5-100%$325———
Showing 196 of 196 institutions