Ishares Large Cap VAL ACT (BLCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Skyline Advisors, Inc.

DECREASED

Shares213,942 from 214,230

Change-288 (0%)

Value$8.8M (-$1.2K)

Filed 2026-11-03

Sigma Planning Corp

INCREASED

Shares139,417 from 138,379

Change+1,038 (+1%)

Value$5.8M (+$49.9K)

Filed 2026-10-23

Mcdonald Partners LLC

INCREASED

Shares135,164 from 106,565

Change+28,599 (+27%)

Value$5.6M (+$1.2M)

Filed 2026-11-03

Visionary Wealth Advisors

INCREASED

Shares35,855 from 33,878

Change+1,977 (+6%)

Value$1.5M (+$83.5K)

Filed 2026-11-04

Montag A & Associates Inc

NEW

Shares20,086

Change+20,086

Value$830.8K

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares18,954 from 19,495

Change-541 (-3%)

Value$783.9K (-$21.4K)

Filed 2026-11-02

UNCHANGED

Shares13,983 from 13,983

Change0 (0%)

Value$578.3K (+$699)

Filed 2026-10-23

Buckhead Capital Management LLC

UNCHANGED

Shares9,587 from 9,587

Change0 (0%)

Value$396.5K (+$479)

Filed 2026-11-03

Roof Eidam Maycock Peralta, LLC

NEW

Shares6,395

Change+6,395

Value$264.5K

Filed 2026-10-15

MGO One Seven LLC

CLOSED

Shares0 from 6,055

Change-6,055 (-100%)

Value$0 (-$250.1K)

Filed 2026-10-28

Delta Financial Advisors LLC

CLOSED

Shares0 from 2,453

Change-2,453 (-100%)

Value$0 (-$220.5K)

Filed 2026-10-27

EP Wealth Advisors, LLC

N/A

Shares— from 5,033,084

Change-5,033,084 (-100%)

Value—

EQ LLC

N/A

Shares— from 663,714

Change-663,714 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 297,716

Change-297,716 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 264,245

Change-264,245 (-100%)

Value—

Spectrum Planning & Advisory Services Inc.

N/A

Shares— from 167,230

Change-167,230 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 128,498

Change-128,498 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 79,192

Change-79,192 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 70,974

Change-70,974 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 35,772

Change-35,772 (-100%)

Value—

J.W. Cole Advisors, Inc.

N/A

Shares— from 32,547

Change-32,547 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 30,258

Change-30,258 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 25,794

Change-25,794 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 18,647

Change-18,647 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 10,748

Change-10,748 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 9,153

Change-9,153 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 7,610

Change-7,610 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,202

Change-7,202 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 6,417

Change-6,417 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,867

Change-5,867 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,640

Change-5,640 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 113

Change-113 (-100%)

Value—

	Status
Skyline Advisors, Inc.	DECREASED	213,942	214,230	-288	0%	$8.8M	$8.8M	-$1.2K	2026-11-03
Sigma Planning Corp	INCREASED	139,417	138,379	+1,038	+1%	$5.7M	$5.8M	+$49.9K	2026-10-23
Mcdonald Partners LLC	INCREASED	135,164	106,565	+28,599	+27%	$4.4M	$5.6M	+$1.2M	2026-11-03
Visionary Wealth Advisors	INCREASED	35,855	33,878	+1,977	+6%	$1.4M	$1.5M	+$83.5K	2026-11-04
Montag A & Associates Inc	NEW	20,086	—	+20,086	—	—	$830.8K	—	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	18,954	19,495	-541	-3%	$805.4K	$783.9K	-$21.4K	2026-11-02
Register Financial Advisors LLC	UNCHANGED	13,983	13,983	0	0%	$577.6K	$578.3K	+$699	2026-10-23
Buckhead Capital Management LLC	UNCHANGED	9,587	9,587	0	0%	$396.0K	$396.5K	+$479	2026-11-03
Roof Eidam Maycock Peralta, LLC	NEW	6,395	—	+6,395	—	—	$264.5K	—	2026-10-15
MGO One Seven LLC	CLOSED	0	6,055	-6,055	-100%	$250.1K	$0	-$250.1K	2026-10-28
Delta Financial Advisors LLC	CLOSED	0	2,453	-2,453	-100%	$220.5K	$0	-$220.5K	2026-10-27
EP Wealth Advisors, LLC	N/A	—	5,033,084	-5,033,084	-100%	$207.9M	—	—	—
EQ LLC	N/A	—	663,714	-663,714	-100%	$27.4M	—	—	—
Principal Securities, Inc.	N/A	—	297,716	-297,716	-100%	$12.3M	—	—	—
MML Investors Services, LLC	N/A	—	264,245	-264,245	-100%	$10.9M	—	—	—
Spectrum Planning & Advisory Services Inc.	N/A	—	167,230	-167,230	-100%	$6.9M	—	—	—
LPL Financial LLC	N/A	—	128,498	-128,498	-100%	$5.3M	—	—	—
Quantinno Capital Management LP	N/A	—	79,192	-79,192	-100%	$3.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	70,974	-70,974	-100%	$2.9M	—	—	—
Cofg Advisors, LLC	N/A	—	35,772	-35,772	-100%	$1.5M	—	—	—
J.W. Cole Advisors, Inc.	N/A	—	32,547	-32,547	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	30,258	-30,258	-100%	$1.2M	—	—	—
Summit Financial, LLC	N/A	—	25,794	-25,794	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	18,647	-18,647	-100%	$770.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	10,748	-10,748	-100%	$444.0K	—	—	—
Merit Financial Group, LLC	N/A	—	9,153	-9,153	-100%	$378.1K	—	—	—
Keystone Financial Group	N/A	—	7,610	-7,610	-100%	$314.4K	—	—	—
Citadel Advisors LLC	N/A	—	7,202	-7,202	-100%	$297.5K	—	—	—
Raymond James Financial Inc	N/A	—	6,417	-6,417	-100%	$265.1K	—	—	—
Cetera Investment Advisers	N/A	—	5,867	-5,867	-100%	$242.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,640	-5,640	-100%	$233.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	700	-700	-100%	$28.9K	—	—	—
IFG Advisory, LLC	N/A	—	113	-113	-100%	$4.7K	—	—	—

Showing 33 of 33 institutions