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Ishares High Yild Muni A ETF (HIMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Quadrant Capital Group LLC
NEW
Shares981,913
Change+981,913
Value$44.9M
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares674,199 from 572,958
Change+101,241 (+18%)
Value$30.8M (+$2.3M)
Filed 2026-11-02
Joel Isaacson & Co., LLC
DECREASED
Shares331,251 from 337,157
Change-5,906 (-2%)
Value$15.1M (-$1.7M)
Filed 2026-11-05
Focused Wealth Management, Inc
INCREASED
Shares314,907 from 293,487
Change+21,420 (+7%)
Value$14.4M (-$230.7K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares268,675 from 176,846
Change+91,829 (+52%)
Value$12.3M (+$3.5M)
Filed 2026-11-02
Droms Strauss Advisors Inc
INCREASED
Shares211,486 from 195,693
Change+15,793 (+8%)
Value$9.7M (-$84.8K)
Filed 2026-11-03
Bank of New York Mellon Corp
DECREASED
Shares199,103 from 200,169
Change-1,066 (-1%)
Value$9.1M (-$873.4K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares168,642 from 146,866
Change+21,776 (+15%)
Value$7.7M (+$389.6K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED
Shares168,549 from 167,169
Change+1,380 (+1%)
Value$7.7M (-$625.7K)
Filed 2026-10-20
J.Safra Asset Management Corp
DECREASED
Shares149,207 from 156,043
Change-6,836 (-4%)
Value$6.8M (-$955.2K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares125,401 from 86,870
Change+38,531 (+44%)
Value$5.7M (+$1.4M)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares121,221 from 132,800
Change-11,579 (-9%)
Value$5.5M (-$1.1M)
Filed 2026-10-16
Willis Johnson Wealth, Inc.
DECREASED
Shares118,652 from 172,500
Change-53,848 (-31%)
Value$5.4M (-$3.2M)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares109,889 from 90,637
Change+19,252 (+21%)
Value$5.0M (+$506.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares105,625 from 73,478
Change+32,147 (+44%)
Value$4.8M (+$1.2M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares95,738 from 148,482
Change-52,744 (-36%)
Value$4.4M (-$3.0M)
Filed 2026-10-30
GC Wealth Management RIA, LLC
INCREASED
Shares76,795 from 66,744
Change+10,051 (+15%)
Value$3.5M (+$184.2K)
Filed 2026-11-02
Fairman Group, LLC
DECREASED
Shares55,379 from 57,115
Change-1,736 (-3%)
Value$2.5M (-$314.6K)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares49,584 from 24,273
Change+25,311 (+104%)
Value$2.3M (+$1.1M)
Filed 2026-11-05
Interchange Capital Partners, LLC
INCREASED
Shares44,419 from 15,235
Change+29,184 (+192%)
Value$2.0M (+$1.3M)
Filed 2026-10-28
Atlas Private Wealth Advisors
DECREASED
Shares40,049 from 40,869
Change-820 (-2%)
Value$1.8M (-$205.8K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares38,785 from 37,819
Change+966 (+3%)
Value$1.8M (-$115.0K)
Filed 2026-10-19
GGM Financial LLC
INCREASED
Shares38,140 from 35,362
Change+2,778 (+8%)
Value$1.7M (-$18.8K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares33,351 from 25,625
Change+7,726 (+30%)
Value$1.5M (+$247.4K)
Filed 2026-10-09
Diversify Advisory Services, LLC
DECREASED
Shares32,906 from 51,896
Change-18,990 (-37%)
Value$1.5M (-$1.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares32,906 from 51,896
Change-18,990 (-37%)
Value$1.5M (-$1.0M)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
INCREASED
Shares30,875 from 23,917
Change+6,958 (+29%)
Value$1.4M (+$219.3K)
Filed 2026-10-13
Keystone Global Partners, LLC
INCREASED
Shares29,428 from 21,143
Change+8,285 (+39%)
Value$1.3M (+$291.4K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares27,769 from 15,132
Change+12,637 (+84%)
Value$1.3M (+$507.4K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares25,638 from 28,868
Change-3,230 (-11%)
Value$1.2M (-$266.5K)
Filed 2026-10-28
DeLarme Wealth Management, Inc.
INCREASED
Shares22,255 from 22,144
Change+111 (+1%)
Value$1.0M (-$86.2K)
Filed 2026-10-30
Sunbeam Capital Management, LLC
INCREASED
Shares22,057 from 22,050
Change+7 (+0%)
Value$1.0M (-$90.5K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares21,770 from 12,146
Change+9,624 (+79%)
Value$994.5K (+$389.6K)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED
Shares21,255 from 21,014
Change+241 (+1%)
Value$970.9K (-$75.6K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares20,684 from 11,583
Change+9,101 (+79%)
Value$944.8K (+$368.0K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares19,343 from 33,994
Change-14,651 (-43%)
Value$883.6K (-$760.7K)
Filed 2026-10-26
Provident Wealth Management, LLC
DECREASED
Shares18,771 from 20,269
Change-1,498 (-7%)
Value$857.5K (-$151.9K)
Filed 2026-10-20
Sprinkle Financial Consultants LLC
INCREASED
Shares18,599 from 6,591
Change+12,008 (+182%)
Value$849.6K (+$521.4K)
Filed 2026-10-09
Oppenheimer & Co Inc
UNCHANGED
Shares18,340 from 18,340
Change0 (0%)
Value$837.8K (-$75.6K)
Filed 2026-10-26
Central Bank & Trust Co
NEW
Shares16,956
Change+16,956
Value$774.6K
Filed 2026-10-09
MGO One Seven LLC
INCREASED
Shares16,905 from 8,003
Change+8,902 (+111%)
Value$772.2K (+$373.7K)
Filed 2026-10-28
Scissortail Wealth Management, LLC
INCREASED
Shares16,795 from 16,566
Change+229 (+1%)
Value$767.2K (-$57.8K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares16,299 from 14,045
Change+2,254 (+16%)
Value$744.5K (+$45.1K)
Filed 2026-10-21
Indivisible Partners
NEW
Shares16,236
Change+16,236
Value$741.7K
Filed 2026-10-26
Smithbridge Asset Management Inc
INCREASED
Shares15,013 from 8,053
Change+6,960 (+86%)
Value$685.8K (+$284.8K)
Filed 2026-10-19
Arwa LLC
DECREASED
Shares13,825 from 16,027
Change-2,202 (-14%)
Value$632.4K (-$156.6K)
Filed 2026-10-21
Cherrydale Wealth Management, LLC
DECREASED
Shares12,691 from 40,842
Change-28,151 (-69%)
Value$579.7K (-$1.5M)
Filed 2026-10-20
Rosenberg Matthew Hamilton
DECREASED
Shares12,541 from 16,504
Change-3,963 (-24%)
Value$572.9K (-$249.0K)
Filed 2026-10-05
US Bancorp \de\
UNCHANGED
Shares12,112 from 12,112
Change0 (0%)
Value$553.3K (-$49.9K)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares12,076 from 7,514
Change+4,562 (+61%)
Value$551.6K (+$177.4K)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
INCREASED
Shares12,046 from 10,835
Change+1,211 (+11%)
Value$550.2K (+$10.6K)
Filed 2026-10-28
Formidable Asset Management, LLC
INCREASED
Shares11,477 from 10,477
Change+1,000 (+10%)
Value$571.6K (+$68.9K)
Filed 2026-11-03
Brookstone Capital Management
NEW
Shares11,186
Change+11,186
Value$511.0K
Filed 2026-10-22
Buck Wealth Strategies, LLC
INCREASED
Shares10,497 from 9,133
Change+1,364 (+15%)
Value$479.5K (+$24.7K)
Filed 2026-10-28
AMG National Trust Bank
INCREASED
Shares10,472 from 6,266
Change+4,206 (+67%)
Value$478.4K (+$166.3K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares10,394 from 11,181
Change-787 (-7%)
Value$474.8K (-$82.0K)
Filed 2026-10-16
Rockport Wealth LLC
UNCHANGED
Shares10,359 from 10,359
Change0 (0%)
Value$473.2K (-$42.7K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares10,053 from 10,053
Change0 (0%)
Value$459.2K (-$41.4K)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares9,726 from 50,800
Change-41,074 (-81%)
Value$444.3K (-$2.1M)
Filed 2026-11-04
Haven Private, LLC
NEW
Shares9,677
Change+9,677
Value$442.0K
Filed 2026-10-27
Foundry Financial Group, Inc.
INCREASED
Shares9,298 from 8,227
Change+1,071 (+13%)
Value$424.7K (+$15.0K)
Filed 2026-10-28
Lido Advisors, LLC
NEW
Shares9,223
Change+9,223
Value$421.3K
Filed 2026-11-04
Parisi Gray Wealth Management
INCREASED
Shares8,998 from 6,887
Change+2,111 (+31%)
Value$411.1K (+$68.1K)
Filed 2026-10-16
BXM Wealth LLC
NEW
Shares8,980
Change+8,980
Value$410.2K
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares8,881 from 16,244
Change-7,363 (-45%)
Value$405.7K (-$403.3K)
Filed 2026-10-23
Ellis Investment Partners, LLC
NEW
Shares8,854
Change+8,854
Value$404.5K
Filed 2026-10-21
Toth Financial Advisory Corp
INCREASED
Shares8,814 from 7,193
Change+1,621 (+23%)
Value$402.6K (+$44.4K)
Filed 2026-10-08
Apollon Financial, LLC
INCREASED
Shares8,330 from 6,280
Change+2,050 (+33%)
Value$380.5K (+$67.8K)
Filed 2026-10-23
Vise Technologies, Inc.
NEW
Shares8,309
Change+8,309
Value$379.6K
Filed 2026-10-29
Novem Group
INCREASED
Shares8,238 from 8,139
Change+99 (+1%)
Value$376.3K (-$29.0K)
Filed 2026-10-19
Kozak & Associates, Inc.
NEW
Shares8,208
Change+8,208
Value$385.4K
Filed 2026-10-29
Cypress Wealth Services, LLC
DECREASED
Shares8,103 from 8,585
Change-482 (-6%)
Value$368.0K (-$59.5K)
Filed 2026-10-21
Alterna Wealth Management, Inc
INCREASED
Shares8,062 from 6,452
Change+1,610 (+25%)
Value$368.3K (+$47.0K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares7,393 from 7,393
Change0 (0%)
Value$337.7K (-$30.5K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares7,026 from 9,607
Change-2,581 (-27%)
Value$320.9K (-$157.5K)
Filed 2026-10-08
Independent Financial Group, LLC
DECREASED
Shares6,652 from 6,848
Change-196 (-3%)
Value$303.9K (-$37.2K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares6,197 from 9,170
Change-2,973 (-32%)
Value$283.1K (-$173.6K)
Filed 2026-10-16
Commerce Advisors, LLC
INCREASED
Shares5,884 from 5,829
Change+55 (+1%)
Value$268.8K (-$21.5K)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
NEW
Shares5,863
Change+5,863
Value$267.8K
Filed 2026-10-23
Wesbanco Bank Inc
INCREASED
Shares5,670 from 5,005
Change+665 (+13%)
Value$259.0K (+$9.8K)
Filed 2026-11-04
SigFig Wealth Management, LLC
INCREASED
Shares5,596 from 5,136
Change+460 (+9%)
Value$255.6K (-$251)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
DECREASED
Shares5,542 from 5,590
Change-48 (-1%)
Value$253.2K (-$25.2K)
Filed 2026-10-30
Global Wealth Strategies & Associates
INCREASED
Shares5,538 from 5,454
Change+84 (+2%)
Value$253.0K (-$18.6K)
Filed 2026-10-02
Avidian Wealth Enterprises, LLC
NEW
Shares5,500
Change+5,500
Value$251.2K
Filed 2026-10-08
Sowell Financial Services LLC
NEW
Shares5,367
Change+5,367
Value$245.2K
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares5,339
Change+5,339
Value$243.9K
Filed 2026-11-03
Yankcom Partnership
DECREASED
Shares5,309 from 5,382
Change-73 (-1%)
Value$242.5K (-$25.5K)
Filed 2026-10-15
Sovran Advisors, LLC
NEW
Shares5,287
Change+5,287
Value$248.8K
Filed 2026-11-02
Marion Wealth Management
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$241.5K (-$21.8K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares5,138 from 8,937
Change-3,799 (-43%)
Value$234.7K (-$210.4K)
Filed 2026-10-22
Intrua Financial, LLC
DECREASED
Shares4,973 from 5,160
Change-187 (-4%)
Value$227.2K (-$29.8K)
Filed 2026-10-28
QTR Family Wealth, LLC
UNCHANGED
Shares4,965 from 4,965
Change0 (0%)
Value$226.8K (-$20.4K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
NEW
Shares4,915
Change+4,915
Value$224.5K
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares4,770 from 4,834
Change-64 (-1%)
Value$217.9K (-$22.9K)
Filed 2026-10-27
Verus Wealth Management, LLC
NEW
Shares4,735
Change+4,735
Value$216.3K
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
NEW
Shares4,660
Change+4,660
Value$212.9K
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,507 from 6,292
Change-1,785 (-28%)
Value$205.9K (-$107.5K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares4,095 from 806
Change+3,289 (+408%)
Value$187.1K (+$146.9K)
Filed 2026-10-20
Chung Wu Investment Group, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$159.9K (-$14.4K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,128 from 5,287
Change-2,159 (-41%)
Value$142.9K (-$120.4K)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares2,591 from 1,236
Change+1,355 (+110%)
Value$118.4K (+$56.8K)
Filed 2026-10-02
First Horizon Corp
DECREASED
Shares2,423 from 2,504
Change-81 (-3%)
Value$110.7K (-$14.0K)
Filed 2026-10-26
Acumen Wealth Advisors, LLC
NEW
Shares2,247
Change+2,247
Value$102.7K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares1,858 from 1,858
Change0 (0%)
Value$84.9K (-$7.7K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
NEW
Shares1,700
Change+1,700
Value$77.7K
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares1,696 from 1,696
Change0 (0%)
Value$77.5K (-$7.0K)
Filed 2026-10-14
Eastern Bank
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$66.6K (-$6.0K)
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares1,438
Change+1,438
Value$65.7K
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares923 from 579
Change+344 (+59%)
Value$42.2K (+$13.4K)
Filed 2026-11-02
Mainstream Capital Management LLC
NEW
Shares850
Change+850
Value$38.8K
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares690
Change+690
Value$31.5K
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares488 from 415
Change+73 (+18%)
Value$22.3K (+$1.6K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares469 from 232
Change+237 (+102%)
Value$21 (+$9)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$18.2K (-$1.6K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares374 from 2,282
Change-1,908 (-84%)
Value$17.0K (-$97.0K)
Filed 2026-10-23
Hughes Financial Services, LLC
NEW
Shares353
Change+353
Value$16.6K
Filed 2026-10-30
Advocate Investing Services LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$9.9K (-$890)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares152 from 861
Change-709 (-82%)
Value$6.9K (-$35.9K)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4.9K (-$441)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4.9K (-$441)
Filed 2026-10-29
Montag A & Associates Inc
NEW
Shares85
Change+85
Value$3.9K
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares75 from 30
Change+45 (+150%)
Value$3.4K (+$1.9K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$3.3K (-$300)
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares61 from 18
Change+43 (+239%)
Value$2.8K (+$1.9K)
Filed 2026-11-03
Evolution Wealth Management Inc.
NEW
Shares33
Change+33
Value$1.5K
Filed 2026-10-28
Cardinal Strategic Wealth Guidance
CLOSED
Shares0 from 12,204
Change-12,204 (-100%)
Value$0 (-$607.8K)
Filed 2026-11-02
Retirement Planning Group, LLC
CLOSED
Shares0 from 11,912
Change-11,912 (-100%)
Value$0 (-$593.2K)
Filed 2026-10-19
Shepherd Financial Partners LLC
CLOSED
Shares0 from 9,070
Change-9,070 (-100%)
Value$0 (-$451.7K)
Filed 2026-11-03
Detalus Advisors, LLC
CLOSED
Shares0 from 9,026
Change-9,026 (-100%)
Value$0 (-$449.5K)
Filed 2026-10-15
Compound Planning, Inc.
CLOSED
Shares0 from 6,612
Change-6,612 (-100%)
Value$0 (-$329.3K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 6,604
Change-6,604 (-100%)
Value$0 (-$328.9K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 6,247
Change-6,247 (-100%)
Value$0 (-$311.1K)
Filed 2026-10-21
Ascent Group, LLC
CLOSED
Shares0 from 6,127
Change-6,127 (-100%)
Value$0 (-$305.1K)
Filed 2026-10-30
Able Wealth Management LLC
CLOSED
Shares0 from 5,675
Change-5,675 (-100%)
Value$0 (-$282.6K)
Filed 2026-10-13
Ehrlich Financial Group
CLOSED
Shares0 from 5,149
Change-5,149 (-100%)
Value$0 (-$256.4K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
CLOSED
Shares0 from 5,026
Change-5,026 (-100%)
Value$0 (-$250.3K)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
CLOSED
Shares0 from 4,831
Change-4,831 (-100%)
Value$0 (-$240.6K)
Filed 2026-11-02
Strategic Blueprint, LLC
CLOSED
Shares0 from 4,120
Change-4,120 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-22
Sofi Wealth, LLC
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$18.7K)
Filed 2026-10-27
Robinswood Financial LLC
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-16
CoreCap Advisors, LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-05
Retirement Wealth Solutions LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-07
Stone House Investment Management, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-23
Jones Financial Companies Lllp
N/A
Shares— from 3,191,614
Change-3,191,614 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,464,112
Change-2,464,112 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,914,821
Change-1,914,821 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,773,682
Change-1,773,682 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,446,412
Change-1,446,412 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,336,041
Change-1,336,041 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,050,409
Change-1,050,409 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 796,239
Change-796,239 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 677,219
Change-677,219 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 625,952
Change-625,952 (-100%)
Value—
UBS Group AG
N/A
Shares— from 492,770
Change-492,770 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 460,490
Change-460,490 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 451,477
Change-451,477 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 445,415
Change-445,415 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 400,595
Change-400,595 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 395,093
Change-395,093 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 313,825
Change-313,825 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 231,943
Change-231,943 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 214,452
Change-214,452 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 205,440
Change-205,440 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 197,141
Change-197,141 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 165,710
Change-165,710 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 146,353
Change-146,353 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 127,070
Change-127,070 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 104,980
Change-104,980 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 98,593
Change-98,593 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 96,282
Change-96,282 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 95,842
Change-95,842 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 89,414
Change-89,414 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 84,878
Change-84,878 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 82,829
Change-82,829 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 80,137
Change-80,137 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 71,149
Change-71,149 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 61,565
Change-61,565 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 59,734
Change-59,734 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 55,483
Change-55,483 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 44,705
Change-44,705 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 42,034
Change-42,034 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,077
Change-40,077 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 38,884
Change-38,884 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 35,296
Change-35,296 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 34,160
Change-34,160 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,113
Change-33,113 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 32,938
Change-32,938 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 32,521
Change-32,521 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 31,998
Change-31,998 (-100%)
Value—
&partners
N/A
Shares— from 31,355
Change-31,355 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,880
Change-29,880 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 23,586
Change-23,586 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 23,037
Change-23,037 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 22,547
Change-22,547 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 21,980
Change-21,980 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 21,574
Change-21,574 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 20,653
Change-20,653 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 19,710
Change-19,710 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 19,341
Change-19,341 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 18,688
Change-18,688 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 18,399
Change-18,399 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,274
Change-18,274 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,378
Change-16,378 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 16,253
Change-16,253 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,902
Change-15,902 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,313
Change-15,313 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 14,298
Change-14,298 (-100%)
Value—
EQ LLC
N/A
Shares— from 12,424
Change-12,424 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 12,220
Change-12,220 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,290
Change-11,290 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11,282
Change-11,282 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,819
Change-10,819 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,510
Change-10,510 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10,444
Change-10,444 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 9,288
Change-9,288 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,733
Change-8,733 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,371
Change-8,371 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,247
Change-8,247 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
Invst, LLC
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,363
Change-7,363 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 7,171
Change-7,171 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 7,097
Change-7,097 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,588
Change-6,588 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 723
Change-723 (-100%)
Value—
FMR LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 300
Change-300 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 144
Change-144 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 118
Change-118 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Quadrant Capital Group LLC
NEW981,913—+981,913——$44.9M—2026-10-20
Commonwealth Equity Services, LLC
INCREASED674,199572,958+101,241+18%$28.5M$30.8M+$2.3M2026-11-02
Joel Isaacson & Co., LLC
DECREASED331,251337,157-5,906-2%$16.8M$15.1M-$1.7M2026-11-05
Focused Wealth Management, Inc
INCREASED314,907293,487+21,420+7%$14.6M$14.4M-$230.7K2026-10-30
Kestra Advisory Services, LLC
INCREASED268,675176,846+91,829+52%$8.8M$12.3M+$3.5M2026-11-02
Droms Strauss Advisors Inc
INCREASED211,486195,693+15,793+8%$9.7M$9.7M-$84.8K2026-11-03
Bank of New York Mellon Corp
DECREASED199,103200,169-1,066-1%$10.0M$9.1M-$873.4K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED168,642146,866+21,776+15%$7.3M$7.7M+$389.6K2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED168,549167,169+1,380+1%$8.3M$7.7M-$625.7K2026-10-20
J.Safra Asset Management Corp
DECREASED149,207156,043-6,836-4%$7.8M$6.8M-$955.2K2026-11-03
Park Avenue Securities LLC
INCREASED125,40186,870+38,531+44%$4.3M$5.7M+$1.4M2026-10-26
Financial Synergies Wealth Advisors, Inc.
DECREASED121,221132,800-11,579-9%$6.6M$5.5M-$1.1M2026-10-16
Willis Johnson Wealth, Inc.
DECREASED118,652172,500-53,848-31%$8.6M$5.4M-$3.2M2026-11-03
HUB Investment Partners, LLC
INCREASED109,88990,637+19,252+21%$4.5M$5.0M+$506.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED105,62573,478+32,147+44%$3.7M$4.8M+$1.2M2026-11-02
Truist Financial Corp
DECREASED95,738148,482-52,744-36%$7.4M$4.4M-$3.0M2026-10-30
GC Wealth Management RIA, LLC
INCREASED76,79566,744+10,051+15%$3.3M$3.5M+$184.2K2026-11-02
Fairman Group, LLC
DECREASED55,37957,115-1,736-3%$2.8M$2.5M-$314.6K2026-10-26
Thrivent Financial for Lutherans
INCREASED49,58424,273+25,311+104%$1.2M$2.3M+$1.1M2026-11-05
Interchange Capital Partners, LLC
INCREASED44,41915,235+29,184+192%$758.7K$2.0M+$1.3M2026-10-28
Atlas Private Wealth Advisors
DECREASED40,04940,869-820-2%$2.0M$1.8M-$205.8K2026-10-23
CFS Investment Advisory Services, LLC
INCREASED38,78537,819+966+3%$1.9M$1.8M-$115.0K2026-10-19
GGM Financial LLC
INCREASED38,14035,362+2,778+8%$1.8M$1.7M-$18.8K2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED33,35125,625+7,726+30%$1.3M$1.5M+$247.4K2026-10-09
Diversify Advisory Services, LLC
DECREASED32,90651,896-18,990-37%$2.5M$1.5M-$1.0M2026-10-20
Diversify Wealth Management, LLC
DECREASED32,90651,896-18,990-37%$2.5M$1.5M-$1.0M2026-10-20
Lineweaver Wealth Advisors, LLC
INCREASED30,87523,917+6,958+29%$1.2M$1.4M+$219.3K2026-10-13
Keystone Global Partners, LLC
INCREASED29,42821,143+8,285+39%$1.1M$1.3M+$291.4K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED27,76915,132+12,637+84%$747.5K$1.3M+$507.4K2026-10-13
Choreo, LLC
DECREASED25,63828,868-3,230-11%$1.4M$1.2M-$266.5K2026-10-28
DeLarme Wealth Management, Inc.
INCREASED22,25522,144+111+1%$1.1M$1.0M-$86.2K2026-10-30
Sunbeam Capital Management, LLC
INCREASED22,05722,050+7+0%$1.1M$1.0M-$90.5K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED21,77012,146+9,624+79%$604.8K$994.5K+$389.6K2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED21,25521,014+241+1%$1.0M$970.9K-$75.6K2026-10-16
Fifth Third Bancorp
INCREASED20,68411,583+9,101+79%$576.8K$944.8K+$368.0K2026-11-05
Triad Wealth Partners, LLC
DECREASED19,34333,994-14,651-43%$1.6M$883.6K-$760.7K2026-10-26
Provident Wealth Management, LLC
DECREASED18,77120,269-1,498-7%$1.0M$857.5K-$151.9K2026-10-20
Sprinkle Financial Consultants LLC
INCREASED18,5996,591+12,008+182%$328.2K$849.6K+$521.4K2026-10-09
Oppenheimer & Co Inc
UNCHANGED18,34018,34000%$913.3K$837.8K-$75.6K2026-10-26
Central Bank & Trust Co
NEW16,956—+16,956——$774.6K—2026-10-09
MGO One Seven LLC
INCREASED16,9058,003+8,902+111%$398.5K$772.2K+$373.7K2026-10-28
Scissortail Wealth Management, LLC
INCREASED16,79516,566+229+1%$825.0K$767.2K-$57.8K2026-11-03
Silverlake Wealth Management LLC
INCREASED16,29914,045+2,254+16%$699.4K$744.5K+$45.1K2026-10-21
Indivisible Partners
NEW16,236—+16,236——$741.7K—2026-10-26
Smithbridge Asset Management Inc
INCREASED15,0138,053+6,960+86%$401.0K$685.8K+$284.8K2026-10-19
Arwa LLC
DECREASED13,82516,027-2,202-14%$788.9K$632.4K-$156.6K2026-10-21
Cherrydale Wealth Management, LLC
DECREASED12,69140,842-28,151-69%$2.0M$579.7K-$1.5M2026-10-20
Rosenberg Matthew Hamilton
DECREASED12,54116,504-3,963-24%$821.9K$572.9K-$249.0K2026-10-05
US Bancorp \de\
UNCHANGED12,11212,11200%$603.2K$553.3K-$49.9K2026-11-05
RFG Advisory, LLC
INCREASED12,0767,514+4,562+61%$374.2K$551.6K+$177.4K2026-11-03
Lebenthal Global Advisors, LLC
INCREASED12,04610,835+1,211+11%$539.6K$550.2K+$10.6K2026-10-28
Formidable Asset Management, LLC
INCREASED11,47710,477+1,000+10%$502.7K$571.6K+$68.9K2026-11-03
Brookstone Capital Management
NEW11,186—+11,186——$511.0K—2026-10-22
Buck Wealth Strategies, LLC
INCREASED10,4979,133+1,364+15%$454.8K$479.5K+$24.7K2026-10-28
AMG National Trust Bank
INCREASED10,4726,266+4,206+67%$312.0K$478.4K+$166.3K2026-11-05
PFG Advisors
DECREASED10,39411,181-787-7%$556.8K$474.8K-$82.0K2026-10-16
Rockport Wealth LLC
UNCHANGED10,35910,35900%$515.9K$473.2K-$42.7K2026-11-03
Laurel OAK Wealth Management, LLC
UNCHANGED10,05310,05300%$500.6K$459.2K-$41.4K2026-10-19
Creative Financial Designs Inc
DECREASED9,72650,800-41,074-81%$2.5M$444.3K-$2.1M2026-11-04
Haven Private, LLC
NEW9,677—+9,677——$442.0K—2026-10-27
Foundry Financial Group, Inc.
INCREASED9,2988,227+1,071+13%$409.7K$424.7K+$15.0K2026-10-28
Lido Advisors, LLC
NEW9,223—+9,223——$421.3K—2026-11-04
Parisi Gray Wealth Management
INCREASED8,9986,887+2,111+31%$343.0K$411.1K+$68.1K2026-10-16
BXM Wealth LLC
NEW8,980—+8,980——$410.2K—2026-11-03
Apollon Wealth Management, LLC
DECREASED8,88116,244-7,363-45%$808.9K$405.7K-$403.3K2026-10-23
Ellis Investment Partners, LLC
NEW8,854—+8,854——$404.5K—2026-10-21
Toth Financial Advisory Corp
INCREASED8,8147,193+1,621+23%$358.2K$402.6K+$44.4K2026-10-08
Apollon Financial, LLC
INCREASED8,3306,280+2,050+33%$312.7K$380.5K+$67.8K2026-10-23
Vise Technologies, Inc.
NEW8,309—+8,309——$379.6K—2026-10-29
Novem Group
INCREASED8,2388,139+99+1%$405.3K$376.3K-$29.0K2026-10-19
Kozak & Associates, Inc.
NEW8,208—+8,208——$385.4K—2026-10-29
Cypress Wealth Services, LLC
DECREASED8,1038,585-482-6%$427.5K$368.0K-$59.5K2026-10-21
Alterna Wealth Management, Inc
INCREASED8,0626,452+1,610+25%$321.3K$368.3K+$47.0K2026-10-27
OpenArc Corporate Advisory, LLC
UNCHANGED7,3937,39300%$368.2K$337.7K-$30.5K2026-10-21
Farther Finance Advisors, LLC
DECREASED7,0269,607-2,581-27%$478.4K$320.9K-$157.5K2026-10-08
Independent Financial Group, LLC
DECREASED6,6526,848-196-3%$341.0K$303.9K-$37.2K2026-10-13
IFP Advisors, Inc
DECREASED6,1979,170-2,973-32%$456.7K$283.1K-$173.6K2026-10-16
Commerce Advisors, LLC
INCREASED5,8845,829+55+1%$290.3K$268.8K-$21.5K2026-10-19
Morton Brown Family Wealth, LLC
NEW5,863—+5,863——$267.8K—2026-10-23
Wesbanco Bank Inc
INCREASED5,6705,005+665+13%$249.2K$259.0K+$9.8K2026-11-04
SigFig Wealth Management, LLC
INCREASED5,5965,136+460+9%$255.9K$255.6K-$2512026-10-07
Kestra Private Wealth Services, LLC
DECREASED5,5425,590-48-1%$278.4K$253.2K-$25.2K2026-10-30
Global Wealth Strategies & Associates
INCREASED5,5385,454+84+2%$271.6K$253.0K-$18.6K2026-10-02
Avidian Wealth Enterprises, LLC
NEW5,500—+5,500——$251.2K—2026-10-08
Sowell Financial Services LLC
NEW5,367—+5,367——$245.2K—2026-10-23
StoneX Group Inc.
NEW5,339—+5,339——$243.9K—2026-11-03
Yankcom Partnership
DECREASED5,3095,382-73-1%$268.0K$242.5K-$25.5K2026-10-15
Sovran Advisors, LLC
NEW5,287—+5,287——$248.8K—2026-11-02
Marion Wealth Management
UNCHANGED5,2865,28600%$263.2K$241.5K-$21.8K2026-10-22
Perigon Wealth Management, LLC
DECREASED5,1388,937-3,799-43%$445.1K$234.7K-$210.4K2026-10-22
Intrua Financial, LLC
DECREASED4,9735,160-187-4%$257.0K$227.2K-$29.8K2026-10-28
QTR Family Wealth, LLC
UNCHANGED4,9654,96500%$247.2K$226.8K-$20.4K2026-11-02
Crusonia Wealth Advisors LLC
NEW4,915—+4,915——$224.5K—2026-10-26
VestGen Advisors, LLC
DECREASED4,7704,834-64-1%$240.8K$217.9K-$22.9K2026-10-27
Verus Wealth Management, LLC
NEW4,735—+4,735——$216.3K—2026-10-13
B. Riley Wealth Advisors, Inc.
NEW4,660—+4,660——$212.9K—2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED4,5076,292-1,785-28%$313.3K$205.9K-$107.5K2026-11-04
Private Trust Co NA
INCREASED4,095806+3,289+408%$40.1K$187.1K+$146.9K2026-10-20
Chung Wu Investment Group, LLC
UNCHANGED3,5003,50000%$174.3K$159.9K-$14.4K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED3,1285,287-2,159-41%$263.3K$142.9K-$120.4K2026-11-03
Versant Capital Management, Inc
INCREASED2,5911,236+1,355+110%$61.6K$118.4K+$56.8K2026-10-02
First Horizon Corp
DECREASED2,4232,504-81-3%$124.7K$110.7K-$14.0K2026-10-26
Acumen Wealth Advisors, LLC
NEW2,247—+2,247——$102.7K—2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED1,8581,85800%$92.5K$84.9K-$7.7K2026-11-05
EverSource Wealth Advisors, LLC
NEW1,700—+1,700——$77.7K—2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED1,6961,69600%$84.5K$77.5K-$7.0K2026-10-14
Eastern Bank
UNCHANGED1,4591,45900%$72.7K$66.6K-$6.0K2026-10-05
Latitude Advisors, LLC
NEW1,438—+1,438——$65.7K—2026-10-27
Golden State Wealth Management, LLC
INCREASED923579+344+59%$28.8K$42.2K+$13.4K2026-11-02
Mainstream Capital Management LLC
NEW850—+850——$38.8K—2026-10-23
Ascentis Independent Advisors
NEW690—+690——$31.5K—2026-11-03
Rossby Financial, LCC
INCREASED488415+73+18%$20.7K$22.3K+$1.6K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED469232+237+102%$12$21+$92026-11-04
Portfolio Resources Advisor Group, Inc.
UNCHANGED39939900%$19.9K$18.2K-$1.6K2026-10-20
Tsfg, LLC
DECREASED3742,282-1,908-84%$114.0K$17.0K-$97.0K2026-10-23
Hughes Financial Services, LLC
NEW353—+353——$16.6K—2026-10-30
Advocate Investing Services LLC
UNCHANGED21621600%$10.8K$9.9K-$8902026-10-26
Assetmark, Inc
DECREASED152861-709-82%$42.9K$6.9K-$35.9K2026-10-21
Asset Dedication, LLC
UNCHANGED10710700%$5.3K$4.9K-$4412026-11-03
NorthAvenue LLC
UNCHANGED10710700%$5.3K$4.9K-$4412026-10-29
Montag A & Associates Inc
NEW85—+85——$3.9K—2026-10-29
Signature Equity Partners, LLC
INCREASED7530+45+150%$1.5K$3.4K+$1.9K2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED737300%$3.6K$3.3K-$3002026-10-23
JFS Wealth Advisors, LLC
INCREASED6118+43+239%$897$2.8K+$1.9K2026-11-03
Evolution Wealth Management Inc.
NEW33—+33——$1.5K—2026-10-28
Cardinal Strategic Wealth Guidance
CLOSED012,204-12,204-100%$607.8K$0-$607.8K2026-11-02
Retirement Planning Group, LLC
CLOSED011,912-11,912-100%$593.2K$0-$593.2K2026-10-19
Shepherd Financial Partners LLC
CLOSED09,070-9,070-100%$451.7K$0-$451.7K2026-11-03
Detalus Advisors, LLC
CLOSED09,026-9,026-100%$449.5K$0-$449.5K2026-10-15
Compound Planning, Inc.
CLOSED06,612-6,612-100%$329.3K$0-$329.3K2026-11-05
Daymark Wealth Partners, LLC
CLOSED06,604-6,604-100%$328.9K$0-$328.9K2026-11-04
Wealthcare Advisory Partners LLC
CLOSED06,247-6,247-100%$311.1K$0-$311.1K2026-10-21
Ascent Group, LLC
CLOSED06,127-6,127-100%$305.1K$0-$305.1K2026-10-30
Able Wealth Management LLC
CLOSED05,675-5,675-100%$282.6K$0-$282.6K2026-10-13
Ehrlich Financial Group
CLOSED05,149-5,149-100%$256.4K$0-$256.4K2026-10-20
Financial Futures Ltd Liability Co.
CLOSED05,026-5,026-100%$250.3K$0-$250.3K2026-10-13
Ullmann Wealth Partners Group, LLC
CLOSED04,831-4,831-100%$240.6K$0-$240.6K2026-11-02
Strategic Blueprint, LLC
CLOSED04,120-4,120-100%$205.2K$0-$205.2K2026-10-22
Sofi Wealth, LLC
CLOSED0376-376-100%$18.7K$0-$18.7K2026-10-27
Robinswood Financial LLC
CLOSED0283-283-100%$14.1K$0-$14.1K2026-10-20
Cornerstone Planning Group LLC
CLOSED0250-250-100%$12.2K$0-$12.2K2026-10-16
CoreCap Advisors, LLC
CLOSED0184-184-100%$9.2K$0-$9.2K2026-10-08
MassMutual Private Wealth & Trust, FSB
CLOSED055-55-100%$2.7K$0-$2.7K2026-10-05
Retirement Wealth Solutions LLC
CLOSED032-32-100%$1.6K$0-$1.6K2026-10-07
Stone House Investment Management, LLC
CLOSED021-21-100%$1.0K$0-$1.0K2026-10-23
Jones Financial Companies Lllp
N/A—3,191,614-3,191,614-100%$158.6M———
Bank of America Corp
N/A—2,464,112-2,464,112-100%$122.7M———
LPL Financial LLC
N/A—1,914,821-1,914,821-100%$95.4M———
BlackRock, Inc.
N/A—1,773,682-1,773,682-100%$88.3M———
Morgan Stanley
N/A—1,446,412-1,446,412-100%$72.0M———
Envestnet Asset Management Inc
N/A—1,336,041-1,336,041-100%$66.5M———
JPMorgan Chase & Co
N/A—1,050,409-1,050,409-100%$52.3M———
Wells Fargo & Company
N/A—796,239-796,239-100%$39.7M———
Ameriprise Financial Inc
N/A—677,219-677,219-100%$33.7M———
Tolleson Wealth Management, Inc.
N/A—625,952-625,952-100%$31.2M———
UBS Group AG
N/A—492,770-492,770-100%$24.5M———
Natixis Advisors, LLC
N/A—460,490-460,490-100%$22.9M———
Raymond James Financial Inc
N/A—451,477-451,477-100%$22.5M———
Cetera Investment Advisers
N/A—445,415-445,415-100%$22.2M———
Northwestern Mutual Wealth Management Co
N/A—400,595-400,595-100%$19.9M———
Sanctuary Advisors, LLC
N/A—395,093-395,093-100%$19.7M———
MML Investors Services, LLC
N/A—313,825-313,825-100%$15.6M———
Rockefeller Capital Management L.P.
N/A—231,943-231,943-100%$11.6M———
Osaic Holdings, Inc.
N/A—214,452-214,452-100%$10.7M———
Integrated Wealth Concepts LLC
N/A—205,440-205,440-100%$10.2M———
Hancock Whitney Corp
N/A—197,141-197,141-100%$9.8M———
Merit Financial Group, LLC
N/A—165,710-165,710-100%$8.3M———
Stifel Financial Corp
N/A—146,353-146,353-100%$7.3M———
Royal Bank of Canada
N/A—127,070-127,070-100%$6.3M———
Summit Financial, LLC
N/A—104,980-104,980-100%$5.2M———
Axiom Financial Strategies, LLC
N/A—98,593-98,593-100%$4.9M———
Stratos Wealth Partners, Ltd.
N/A—96,282-96,282-100%$4.8M———
Equitable Holdings, Inc.
N/A—95,842-95,842-100%$4.8M———
Jane Street Group, LLC
N/A—89,414-89,414-100%$4.5M———
Janney Montgomery Scott LLC
N/A—84,878-84,878-100%$4.2M———
Ameritas Advisory Services, LLC
N/A—82,829-82,829-100%$4.1M———
Envestnet Portfolio Solutions, Inc.
N/A—80,137-80,137-100%$4.0M———
Advisory Services Network, LLC
N/A—71,149-71,149-100%$3.5M———
United Capital Financial Advisors, LLC
N/A—61,565-61,565-100%$3.1M———
Icon Wealth Advisors, LLC
N/A—59,734-59,734-100%$3.0M———
Vestmark Advisory Solutions, Inc.
N/A—55,483-55,483-100%$2.8M———
Private Advisor Group, LLC
N/A—44,705-44,705-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—42,034-42,034-100%$2.1M———
Citadel Advisors LLC
N/A—40,077-40,077-100%$2.0M———
Perennial Investment Advisors, LLC
N/A—38,884-38,884-100%$1.9M———
Keebeck Wealth Management
N/A—35,296-35,296-100%$1.8M———
IHT Wealth Management, LLC
N/A—34,160-34,160-100%$1.7M———
NewEdge Advisors, LLC
N/A—33,113-33,113-100%$1.6M———
Cahill Financial Advisors Inc
N/A—32,938-32,938-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—32,521-32,521-100%$1.6M———
Paces Ferry Wealth Advisors, LLC
N/A—31,998-31,998-100%$1.6M———
&partners
N/A—31,355-31,355-100%$1.6M———
Arax Advisory Partners
N/A—29,880-29,880-100%$1.5M———
Beacon Bridge Wealth Partners, LLC
N/A—23,586-23,586-100%$1.2M———
IFG Advisory, LLC
N/A—23,037-23,037-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—22,547-22,547-100%$1.1M———
HighTower Advisors, LLC
N/A—21,980-21,980-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—21,574-21,574-100%$1.1M———
Cofg Advisors, LLC
N/A—20,653-20,653-100%$1.0M———
Essex Financial Services, Inc.
N/A—19,710-19,710-100%$981.6K———
SOA Wealth Advisors, Llc.
N/A—19,341-19,341-100%$963.2K———
Vision Retirement, LLC
N/A—18,688-18,688-100%$930.7K———
Keystone Financial Group
N/A—18,399-18,399-100%$916.3K———
Steward Partners Investment Advisory, LLC
N/A—18,274-18,274-100%$910.0K———
Arkadios Wealth Advisors
N/A—16,378-16,378-100%$815.6K———
Perspective Wealth Advisors LLC
N/A—16,253-16,253-100%$809.4K———
Focus Partners Wealth
N/A—15,902-15,902-100%$791.9K———
Quantinno Capital Management LP
N/A—15,313-15,313-100%$762.6K———
Advyzon Investment Management, LLC
N/A—14,298-14,298-100%$712.0K———
EQ LLC
N/A—12,424-12,424-100%$618.7K———
Synergy Investment Management, LLC
N/A—12,220-12,220-100%$608.5K———
AE Wealth Management LLC
N/A—11,290-11,290-100%$562.3K———
Fiduciary Financial Advisors
N/A—11,282-11,282-100%$561.9K———
EP Wealth Advisors, LLC
N/A—10,819-10,819-100%$538.8K———
BTG Pactual Asset Management US LLC
N/A—10,535-10,535-100%$524.6K———
Thoroughbred Financial Services, LLC
N/A—10,510-10,510-100%$523.0K———
UBS Asset Management Americas LLC
N/A—10,444-10,444-100%$520.1K———
BFC Planning, Inc.
N/A—10,000-10,000-100%$498.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,000-10,000-100%$498.0K———
Savvy Advisors, Inc.
N/A—9,938-9,938-100%$494.9K———
Frisch Financial Group, Inc.
N/A—9,458-9,458-100%$471.0K———
Empirical Asset Management, LLC
N/A—9,288-9,288-100%$462.5K———
Garden State Investment Advisory Services LLC
N/A—9,286-9,286-100%$462.4K———
Venturi Wealth Management, LLC
N/A—8,881-8,881-100%$442.2K———
Wealth Alliance, LLC
N/A—8,830-8,830-100%$439.7K———
Mutual Advisors, LLC
N/A—8,733-8,733-100%$434.9K———
OneDigital Investment Advisors LLC
N/A—8,371-8,371-100%$416.9K———
Benjamin Edwards Inc
N/A—8,247-8,247-100%$410.7K———
Waverly Advisors, LLC
N/A—8,021-8,021-100%$399.4K———
Invst, LLC
N/A—7,512-7,512-100%$374.1K———
Faithward Advisors, LLC
N/A—7,397-7,397-100%$368.4K———
Aptus Capital Advisors, LLC
N/A—7,397-7,397-100%$368.4K———
Betterment LLC
N/A—7,363-7,363-100%$367.0K———
Vantage Point Financial LLC
N/A—7,171-7,171-100%$357.1K———
Strathmore Capital Advisors, Inc.
N/A—7,097-7,097-100%$347.9K———
Principal Securities, Inc.
N/A—6,963-6,963-100%$346.8K———
KM Capital Management Ltd.
N/A—6,620-6,620-100%$329.7K———
HighPoint Advisor Group LLC
N/A—6,609-6,609-100%$329.1K———
Liberty Wealth Management LLC
N/A—6,588-6,588-100%$316.6K———
Manning & Napier Advisors LLC
N/A—6,562-6,562-100%$326.9K———
Mariner, LLC
N/A—6,513-6,513-100%$324.4K———
Castle Wealth Management LLC
N/A—5,248-5,248-100%$261.4K———
Legacy Wealth Managment, LLC
N/A—5,064-5,064-100%$252.2K———
Retirement Planning Group, LLC / NY
N/A—4,815-4,815-100%$239.8K———
XTX Topco Ltd
N/A—4,694-4,694-100%$233.8K———
Foundations Investment Advisors, LLC
N/A—4,684-4,684-100%$233.3K———
Rothschild Wealth LLC
N/A—4,616-4,616-100%$229.9K———
EWA, LLC
N/A—4,312-4,312-100%$214.7K———
Mercer Global Advisors Inc
N/A—4,125-4,125-100%$205.4K———
World Investment Advisors
N/A—4,068-4,068-100%$202.3K———
Mayflower Financial Advisors, LLC
N/A—4,066-4,066-100%$202.5K———
Global Retirement Partners, LLC
N/A—3,197-3,197-100%$159.2K———
Harbour Investments, Inc.
N/A—2,121-2,121-100%$105.6K———
Smartleaf Asset Management LLC
N/A—1,550-1,550-100%$77.3K———
GeoWealth Management, LLC
N/A—727-727-100%$36.2K———
Bessemer Group Inc
N/A—723-723-100%$36.0K———
FMR LLC
N/A—481-481-100%$24.0K———
Huntington National Bank
N/A—300-300-100%$14.9K———
Continuum Advisory, LLC
N/A—200-200-100%$10.0K———
PlanVest Financial, Inc
N/A—200-200-100%$10.0K———
Park Place Capital Corp
N/A—144-144-100%$7.2K———
Dunhill Financial, LLC
N/A—126-126-100%$6.3K———
Allworth Financial LP
N/A—118-118-100%$5.9K———
WealthShield Partners, LLC
N/A—89-89-100%$4.4K———
Russell Investments Group, Ltd.
N/A—11-11-100%$556———
Showing 265 of 265 institutions