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Ishrs FLX EQ ACT ETF (BFLX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares16,910,908 from 5,549,487
Change+11,361,421 (+205%)
Value$434.3M (+$292.1M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares3,323,309 from 1,164,317
Change+2,158,992 (+185%)
Value$85.3M (+$55.5M)
Filed 2026-10-26
WBH Advisory Inc
INCREASED
Shares618,982 from 169,946
Change+449,036 (+264%)
Value$15.9M (+$11.5M)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares251,719 from 95,289
Change+156,430 (+164%)
Value$6.5M (+$4.0M)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares127,317 from 50,931
Change+76,386 (+150%)
Value$3.3M (+$2.0M)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares118,752 from 27,510
Change+91,242 (+332%)
Value$3.0M (+$2.4M)
Filed 2026-10-13
RDA Financial Network
INCREASED
Shares104,963 from 35,616
Change+69,347 (+195%)
Value$2.7M (+$1.8M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares95,295 from 10,980
Change+84,315 (+768%)
Value$2.4M (+$2.2M)
Filed 2026-10-29
Wealthgarden F.S. LLC
INCREASED
Shares89,510 from 37,164
Change+52,346 (+141%)
Value$2.3M (+$1.3M)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
NEW
Shares85,093
Change+85,093
Value$2.2M
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares79,238 from 20,177
Change+59,061 (+293%)
Value$2.0M (+$1.5M)
Filed 2026-10-13
Strategic Blueprint, LLC
INCREASED
Shares68,110 from 26,067
Change+42,043 (+161%)
Value$1.7M (+$1.1M)
Filed 2026-10-22
Two West Capital Advisors LLC
INCREASED
Shares45,282 from 15,885
Change+29,397 (+185%)
Value$1.2M (+$767.5K)
Filed 2026-10-15
LongView Wealth Management
INCREASED
Shares44,535 from 11,023
Change+33,512 (+304%)
Value$1.1M (+$861.3K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
NEW
Shares43,199
Change+43,199
Value$1.1M
Filed 2026-11-02
Merit Financial Group, LLC
NEW
Shares42,051
Change+42,051
Value$1.1M
Filed 2026-11-06
Freedom Investment Management, Inc.
NEW
Shares40,970
Change+40,970
Value$1.1M
Filed 2026-11-09
Claro Advisors Inc.
INCREASED
Shares37,223 from 17,493
Change+19,730 (+113%)
Value$955.9K (+$507.7K)
Filed 2026-11-02
Nwam LLC
INCREASED
Shares35,955 from 8,658
Change+27,297 (+315%)
Value$1.1M (+$900.7K)
Filed 2026-11-09
GC Wealth Management RIA, LLC
INCREASED
Shares29,997 from 9,131
Change+20,866 (+229%)
Value$770.3K (+$536.4K)
Filed 2026-11-02
Cpwa, LLC
NEW
Shares26,965
Change+26,965
Value$703.0K
Filed 2026-11-04
Fifth Third Securities, Inc.
NEW
Shares26,102
Change+26,102
Value$670.3K
Filed 2026-10-21
Aegis Wealth Management, Inc.
NEW
Shares26,098
Change+26,098
Value$670.2K
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares23,825 from 7,658
Change+16,167 (+211%)
Value$611.8K (+$415.6K)
Filed 2026-11-06
Legacy Edge Advisors, LLC
INCREASED
Shares20,920 from 8,445
Change+12,475 (+148%)
Value$537.2K (+$320.9K)
Filed 2026-11-06
Sowell Financial Services LLC
NEW
Shares17,312
Change+17,312
Value$444.6K
Filed 2026-10-23
Elevation Wealth Management LLC
NEW
Shares14,957
Change+14,957
Value$384.1K
Filed 2026-11-02
Private Trust Co NA
NEW
Shares11,102
Change+11,102
Value$285.1K
Filed 2026-10-20
Creative Financial Designs Inc
NEW
Shares10,937
Change+10,937
Value$280.9K
Filed 2026-11-04
Ground Swell Capital, LLC
NEW
Shares9,144
Change+9,144
Value$234.8K
Filed 2026-11-09
Fifth Third Bancorp
INCREASED
Shares6,328 from 1,776
Change+4,552 (+256%)
Value$162.5K (+$117.0K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares4,067 from 1,028
Change+3,039 (+296%)
Value$104.4K (+$78.1K)
Filed 2026-10-29
Farther Finance Advisors, LLC
NEW
Shares2,100
Change+2,100
Value$53.9K
Filed 2026-10-08
Citigroup Inc
NEW
Shares764
Change+764
Value$19.6K
Filed 2026-11-04
Bank of Montreal
NEW
Shares429
Change+429
Value$11.0K
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares184 from 24
Change+160 (+667%)
Value$4.7K (+$4.1K)
Filed 2026-11-09
IFP Advisors, Inc
NEW
Shares106
Change+106
Value$2.7K
Filed 2026-10-16
Assetmark, Inc
NEW
Shares42
Change+42
Value$1.1K
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,161
Change-1,161 (-100%)
Value$0 (-$29.7K)
Filed 2026-10-16
Park Place Capital Corp
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$9.9K)
Filed 2026-11-09
Golden State Wealth Management, LLC
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 16,267,110
Change-16,267,110 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,625,611
Change-3,625,611 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,787,620
Change-2,787,620 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,306,721
Change-1,306,721 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,146,568
Change-1,146,568 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 411,623
Change-411,623 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 336,225
Change-336,225 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 325,806
Change-325,806 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 156,014
Change-156,014 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 154,060
Change-154,060 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 140,557
Change-140,557 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 126,437
Change-126,437 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 100,050
Change-100,050 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 94,152
Change-94,152 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 91,803
Change-91,803 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 90,105
Change-90,105 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 70,492
Change-70,492 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 34,889
Change-34,889 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 33,965
Change-33,965 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 28,649
Change-28,649 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,223
Change-27,223 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,203
Change-18,203 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 18,103
Change-18,103 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 12,263
Change-12,263 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,961
Change-11,961 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,838
Change-6,838 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 83
Change-83 (-100%)
Value—
Status
LPL Financial LLC
INCREASED16,910,9085,549,487+11,361,421+205%$142.2M$434.3M+$292.1M2026-11-06
Park Avenue Securities LLC
INCREASED3,323,3091,164,317+2,158,992+185%$29.8M$85.3M+$55.5M2026-10-26
WBH Advisory Inc
INCREASED618,982169,946+449,036+264%$4.4M$15.9M+$11.5M2026-11-05
Advisory Solutions Group, LLC
INCREASED251,71995,289+156,430+164%$2.4M$6.5M+$4.0M2026-10-14
Silverlake Wealth Management LLC
INCREASED127,31750,931+76,386+150%$1.3M$3.3M+$2.0M2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED118,75227,510+91,242+332%$697.8K$3.0M+$2.4M2026-10-13
RDA Financial Network
INCREASED104,96335,616+69,347+195%$912.4K$2.7M+$1.8M2026-10-15
Vise Technologies, Inc.
INCREASED95,29510,980+84,315+768%$281.3K$2.4M+$2.2M2026-10-29
Wealthgarden F.S. LLC
INCREASED89,51037,164+52,346+141%$952.1K$2.3M+$1.3M2026-11-09
Cambridge Investment Research Advisors, Inc.
NEW85,093—+85,093——$2.2M—2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED79,23820,177+59,061+293%$516.9K$2.0M+$1.5M2026-10-13
Strategic Blueprint, LLC
INCREASED68,11026,067+42,043+161%$667.8K$1.7M+$1.1M2026-10-22
Two West Capital Advisors LLC
INCREASED45,28215,885+29,397+185%$399.8K$1.2M+$767.5K2026-10-15
LongView Wealth Management
INCREASED44,53511,023+33,512+304%$282.4K$1.1M+$861.3K2026-10-19
Commonwealth Equity Services, LLC
NEW43,199—+43,199——$1.1M—2026-11-02
Merit Financial Group, LLC
NEW42,051—+42,051——$1.1M—2026-11-06
Freedom Investment Management, Inc.
NEW40,970—+40,970——$1.1M—2026-11-09
Claro Advisors Inc.
INCREASED37,22317,493+19,730+113%$448.1K$955.9K+$507.7K2026-11-02
Nwam LLC
INCREASED35,9558,658+27,297+315%$221.8K$1.1M+$900.7K2026-11-09
GC Wealth Management RIA, LLC
INCREASED29,9979,131+20,866+229%$233.9K$770.3K+$536.4K2026-11-02
Cpwa, LLC
NEW26,965—+26,965——$703.0K—2026-11-04
Fifth Third Securities, Inc.
NEW26,102—+26,102——$670.3K—2026-10-21
Aegis Wealth Management, Inc.
NEW26,098—+26,098——$670.2K—2026-10-26
PNC Financial Services Group, Inc.
INCREASED23,8257,658+16,167+211%$196.2K$611.8K+$415.6K2026-11-06
Legacy Edge Advisors, LLC
INCREASED20,9208,445+12,475+148%$216.3K$537.2K+$320.9K2026-11-06
Sowell Financial Services LLC
NEW17,312—+17,312——$444.6K—2026-10-23
Elevation Wealth Management LLC
NEW14,957—+14,957——$384.1K—2026-11-02
Private Trust Co NA
NEW11,102—+11,102——$285.1K—2026-10-20
Creative Financial Designs Inc
NEW10,937—+10,937——$280.9K—2026-11-04
Ground Swell Capital, LLC
NEW9,144—+9,144——$234.8K—2026-11-09
Fifth Third Bancorp
INCREASED6,3281,776+4,552+256%$45.5K$162.5K+$117.0K2026-11-05
Signature Equity Partners, LLC
INCREASED4,0671,028+3,039+296%$26.3K$104.4K+$78.1K2026-10-29
Farther Finance Advisors, LLC
NEW2,100—+2,100——$53.9K—2026-10-08
Citigroup Inc
NEW764—+764——$19.6K—2026-11-04
Bank of Montreal
NEW429—+429——$11.0K—2026-11-09
Harbour Investments, Inc.
INCREASED18424+160+667%$615$4.7K+$4.1K2026-11-09
IFP Advisors, Inc
NEW106—+106——$2.7K—2026-10-16
Assetmark, Inc
NEW42—+42——$1.1K—2026-10-21
Cornerstone Planning Group LLC
CLOSED01,161-1,161-100%$29.7K$0-$29.7K2026-10-16
Park Place Capital Corp
CLOSED0385-385-100%$9.9K$0-$9.9K2026-11-09
Golden State Wealth Management, LLC
CLOSED0208-208-100%$5.3K$0-$5.3K2026-11-02
Envestnet Asset Management Inc
N/A—16,267,110-16,267,110-100%$416.7M———
MML Investors Services, LLC
N/A—3,625,611-3,625,611-100%$92.9M———
Wells Fargo & Company
N/A—2,787,620-2,787,620-100%$71.4M———
JPMorgan Chase & Co
N/A—1,306,721-1,306,721-100%$33.1M———
Cetera Investment Advisers
N/A—1,146,568-1,146,568-100%$29.4M———
BlackRock, Inc.
N/A—411,623-411,623-100%$10.5M———
NorthRock Partners, LLC
N/A—336,225-336,225-100%$8.6M———
Envestnet Portfolio Solutions, Inc.
N/A—325,806-325,806-100%$8.3M———
Sanctuary Advisors, LLC
N/A—156,014-156,014-100%$4.0M———
Jane Street Group, LLC
N/A—154,060-154,060-100%$3.9M———
Sequoia Financial Advisors, LLC
N/A—140,557-140,557-100%$3.6M———
World Investment Advisors
N/A—126,437-126,437-100%$3.2M———
Susquehanna International Group, LLP
N/A—100,050-100,050-100%$2.6M———
Integrated Wealth Concepts LLC
N/A—94,152-94,152-100%$2.4M———
Waverly Advisors, LLC
N/A—91,803-91,803-100%$2.4M———
Regal Investment Advisors LLC
N/A—90,105-90,105-100%$2.3M———
Orion Porfolio Solutions, LLC
N/A—70,492-70,492-100%$1.8M———
Stonebrook Private Inc.
N/A—34,889-34,889-100%$893.8K———
GWN Securities Inc.
N/A—33,965-33,965-100%$870.1K———
Transamerica Financial Advisors, LLC
N/A—28,649-28,649-100%$733.9K———
Goldman Sachs Group Inc
N/A—27,223-27,223-100%$697.4K———
Advyzon Investment Management, LLC
N/A—18,203-18,203-100%$466.3K———
Vantus Wealth LLC
N/A—18,103-18,103-100%$463.8K———
Vertex Planning Partners, LLC
N/A—12,263-12,263-100%$314.2K———
Advisory Services Network, LLC
N/A—11,961-11,961-100%$306.4K———
Frisch Financial Group, Inc.
N/A—10,950-10,950-100%$280.5K———
Ausdal Financial Partners, Inc.
N/A—8,719-8,719-100%$223.4K———
Aptus Capital Advisors, LLC
N/A—6,838-6,838-100%$175.2K———
Osaic Holdings, Inc.
N/A—3,842-3,842-100%$98.4K———
Global Retirement Partners, LLC
N/A—1,232-1,232-100%$31.6K———
WealthShield Partners, LLC
N/A—152-152-100%$3.9K———
Fiduciary Financial Advisors
N/A—83-83-100%$2.1K———
Showing 73 of 73 institutions