Xtrackers Intl Real Estate (HAUZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Aire Advisors, LLC

INCREASED

Shares364,442 from 342,156

Change+22,286 (+7%)

Value$7.7M (+$66.0K)

Filed 2026-10-22

Sentinel Trust Co LBA

INCREASED

Shares144,300 from 78,300

Change+66,000 (+84%)

Value$3.1M (+$1.3M)

Filed 2026-11-03

HB Wealth Management, LLC

NEW

Shares84,128

Change+84,128

Value$1.8M

Filed 2026-10-23

LPL Financial LLC

INCREASED

Shares72,507 from 65,214

Change+7,293 (+11%)

Value$1.5M (+$77.2K)

Filed 2026-11-06

American Financial & TAX Strategies Inc

INCREASED

Shares47,320 from 45,358

Change+1,962 (+4%)

Value$1.0M (-$12.3K)

Filed 2026-10-16

Creative Planning

INCREASED

Shares23,412 from 19,795

Change+3,617 (+18%)

Value$497.0K (+$53.2K)

Filed 2026-11-02

Ellis Investment Partners, LLC

UNCHANGED

Shares12,273 from 12,273

Change0 (0%)

Value$260.6K (-$14.6K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

NEW

Shares12,270

Change+12,270

Value$256.6K

Filed 2026-10-13

AlphaCore Capital LLC

DECREASED

Shares12,034 from 22,137

Change-10,103 (-46%)

Value$255.5K (-$240.8K)

Filed 2026-11-04

Park Avenue Securities LLC

DECREASED

Shares11,003 from 11,304

Change-301 (-3%)

Value$234.0K (-$19.0K)

Filed 2026-10-26

Ariadne Wealth Management, LP

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$212.3K (-$11.9K)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares2,306

Change+2,306

Value$49.0K

Filed 2026-10-21

CoreCap Advisors, LLC

INCREASED

Shares2,037 from 967

Change+1,070 (+111%)

Value$43.3K (+$21.6K)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares1,865 from 962

Change+903 (+94%)

Value$39.6K (+$18.0K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares1,022 from 1,022

Change0 (0%)

Value$22.9K ($0)

Filed 2026-11-06

1620 Investment Advisors, Inc.

INCREASED

Shares695 from 681

Change+14 (+2%)

Value$14.8K (-$513)

Filed 2026-11-04

Central Trust Co

INCREASED

Shares664 from 10

Change+654 (+6540%)

Value$14.1K (+$13.9K)

Filed 2026-11-05

Align Financial, LLC

NEW

Shares622

Change+622

Value$13.2K

Filed 2026-10-16

Russell Investments Group, Ltd.

INCREASED

Shares573 from 91

Change+482 (+530%)

Value$12.2K (+$10.1K)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares464 from 1,201

Change-737 (-61%)

Value$9.9K (-$17.1K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

INCREASED

Shares333 from 43

Change+290 (+674%)

Value$7.1K (+$6.1K)

Filed 2026-11-06

Parallel Advisors, LLC

DECREASED

Shares299 from 812

Change-513 (-63%)

Value$6.4K (-$11.9K)

Filed 2026-11-03

Lodestone Wealth Management LLC

UNCHANGED

Shares251 from 251

Change0 (0%)

Value$5.3K (-$298)

Filed 2026-10-14

Blue Trust, Inc.

NEW

Shares225

Change+225

Value$4.8K

Filed 2026-10-15

Larson Financial Group LLC

INCREASED

Shares124 from 61

Change+63 (+103%)

Value$2.6K (+$1.3K)

Filed 2026-11-05

Chilton Capital Management LLC

NEW

Shares120

Change+120

Value$2.5K

Filed 2026-10-28

Assetmark, Inc

INCREASED

Shares106 from 54

Change+52 (+96%)

Value$2.3K (+$1.0K)

Filed 2026-10-21

Clearstead Advisors, LLC

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$1.8K (-$101)

Filed 2026-11-06

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$1.7K (-$95)

Filed 2026-10-27

Abound Wealth Management

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$1.6K (-$90)

Filed 2026-10-26

Signature Equity Partners, LLC

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$1.6K (-$88)

Filed 2026-10-29

Hoey Investments, Inc

DECREASED

Shares67 from 550

Change-483 (-88%)

Value$1.4K (-$10.9K)

Filed 2026-10-29

GHP Investment Advisors, Inc.

NEW

Shares60

Change+60

Value$1.3K

Filed 2026-10-15

Addison Advisors LLC

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$1.2K (-$69)

Filed 2026-11-06

Downshift Financial, LLC

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$1.2K (-$65)

Filed 2026-10-13

PFS Partners, LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$1.0K (-$58)

Filed 2026-10-21

Mather Group, Llc.

NEW

Shares43

Change+43

Value$913

Filed 2026-10-14

Private Trust Co NA

DECREASED

Shares41 from 42

Change-1 (-2%)

Value$870 (-$72)

Filed 2026-10-20

Salomon & Ludwin, LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$679 (-$37)

Filed 2026-10-29

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$659 (-$37)

Filed 2026-10-26

Highline Wealth Partners LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$510 (-$28)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$467 (-$26)

Filed 2026-10-27

Owl Creek Wealth Partners LLC

NEW

Shares20

Change+20

Value$425

Filed 2026-10-20

Investors Research Corp

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$403 (-$23)

Filed 2026-10-07

Creative Financial Designs Inc

NEW

Shares17

Change+17

Value$361

Filed 2026-11-04

Signaturefd, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$361 (-$20)

Filed 2026-10-23

Golden State Wealth Management, LLC

NEW

Shares16

Change+16

Value$340

Filed 2026-11-02

Signature Resources Capital Management, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$149 (-$8)

Filed 2026-10-16

Mosley Wealth Management

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$127 (-$8)

Filed 2026-10-16

Ashton Thomas Private Wealth, LLC

DECREASED

Shares4 from 7

Change-3 (-43%)

Value$85 (-$72)

Filed 2026-11-03

Silver Grove Financial Group, Inc.

NEW

Shares3

Change+3

Value$64

Filed 2026-11-05

Valued Wealth Advisors LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$64 (-$4)

Filed 2026-11-05

Financial Management Professionals, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$42 (-$3)

Filed 2026-10-23

Activest Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$21 (-$2)

Filed 2026-10-15

Brooklyn FI, LLC

CLOSED

Shares0 from 738

Change-738 (-100%)

Value$0 (-$16.9K)

Filed 2026-11-05

IFP Advisors, Inc

CLOSED

Shares0 from 259

Change-259 (-100%)

Value$0 (-$5.8K)

Filed 2026-10-16

MCF Advisors LLC

CLOSED

Shares0 from 149

Change-149 (-100%)

Value$0 (-$3.3K)

Filed 2026-10-28

Key FInancial Inc

CLOSED

Shares0 from 123

Change-123 (-100%)

Value$0 (-$2.8K)

Filed 2026-11-02

CrossGen Wealth, LLC

CLOSED

Shares0 from 91

Change-91 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-30

Citigroup Inc

CLOSED

Shares0 from 38

Change-38 (-100%)

Value$0 (-$852)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 32

Change-32 (-100%)

Value$0 (-$732)

Filed 2026-10-16

True Wealth Design, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$561)

Filed 2026-10-13

Gill Capital Partners, LLC

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$426)

Filed 2026-10-13

Solstein Capital, LLC

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$426)

Filed 2026-11-02

Charles Schwab Investment Management Inc

N/A

Shares— from 39,083,213

Change-39,083,213 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 1,161,656

Change-1,161,656 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 146,539

Change-146,539 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 125,224

Change-125,224 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 89,614

Change-89,614 (-100%)

Value—

Fairview Capital Investment Management, LLC

N/A

Shares— from 84,543

Change-84,543 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 74,545

Change-74,545 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 41,298

Change-41,298 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 26,557

Change-26,557 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 24,396

Change-24,396 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 24,197

Change-24,197 (-100%)

Value—

Betterment LLC

N/A

Shares— from 23,858

Change-23,858 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 17,930

Change-17,930 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 16,444

Change-16,444 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 15,542

Change-15,542 (-100%)

Value—

Brand Asset Management Group, Inc.

N/A

Shares— from 15,517

Change-15,517 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 13,043

Change-13,043 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,853

Change-12,853 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 11,329

Change-11,329 (-100%)

Value—

Strategic Financial Planning, Inc.

N/A

Shares— from 11,177

Change-11,177 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 10,843

Change-10,843 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,096

Change-10,096 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,382

Change-8,382 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,817

Change-4,817 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,398

Change-3,398 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,158

Change-3,158 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,105

Change-1,105 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 784

Change-784 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 780

Change-780 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 684

Change-684 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 524

Change-524 (-100%)

Value—

UBS Group AG

N/A

Shares— from 404

Change-404 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 395

Change-395 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 389

Change-389 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 298

Change-298 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 274

Change-274 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 270

Change-270 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 213

Change-213 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 195

Change-195 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 156

Change-156 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 146

Change-146 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 143

Change-143 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 108

Change-108 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 96

Change-96 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 39

Change-39 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 33

Change-33 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 31

Change-31 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 17

Change-17 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 10

Change-10 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 2

Change-2 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 0

Change0

Value—

	Status
Aire Advisors, LLC	INCREASED	364,442	342,156	+22,286	+7%	$7.7M	$7.7M	+$66.0K	2026-10-22
Sentinel Trust Co LBA	INCREASED	144,300	78,300	+66,000	+84%	$1.8M	$3.1M	+$1.3M	2026-11-03
HB Wealth Management, LLC	NEW	84,128	—	+84,128	—	—	$1.8M	—	2026-10-23
LPL Financial LLC	INCREASED	72,507	65,214	+7,293	+11%	$1.5M	$1.5M	+$77.2K	2026-11-06
American Financial & TAX Strategies Inc	INCREASED	47,320	45,358	+1,962	+4%	$1.0M	$1.0M	-$12.3K	2026-10-16
Creative Planning	INCREASED	23,412	19,795	+3,617	+18%	$443.8K	$497.0K	+$53.2K	2026-11-02
Ellis Investment Partners, LLC	UNCHANGED	12,273	12,273	0	0%	$275.2K	$260.6K	-$14.6K	2026-10-21
Wealth Enhancement Advisory Services, LLC	NEW	12,270	—	+12,270	—	—	$256.6K	—	2026-10-13
AlphaCore Capital LLC	DECREASED	12,034	22,137	-10,103	-46%	$496.3K	$255.5K	-$240.8K	2026-11-04
Park Avenue Securities LLC	DECREASED	11,003	11,304	-301	-3%	$253.0K	$234.0K	-$19.0K	2026-10-26
Ariadne Wealth Management, LP	UNCHANGED	10,000	10,000	0	0%	$224.2K	$212.3K	-$11.9K	2026-11-06
Root Financial Partners, LLC	NEW	2,306	—	+2,306	—	—	$49.0K	—	2026-10-21
CoreCap Advisors, LLC	INCREASED	2,037	967	+1,070	+111%	$21.7K	$43.3K	+$21.6K	2026-10-08
US Bancorp \de\	INCREASED	1,865	962	+903	+94%	$21.6K	$39.6K	+$18.0K	2026-11-05
Allworth Financial LP	UNCHANGED	1,022	1,022	0	0%	$22.9K	$22.9K	$0	2026-11-06
1620 Investment Advisors, Inc.	INCREASED	695	681	+14	+2%	$15.3K	$14.8K	-$513	2026-11-04
Central Trust Co	INCREASED	664	10	+654	+6540%	$225	$14.1K	+$13.9K	2026-11-05
Align Financial, LLC	NEW	622	—	+622	—	—	$13.2K	—	2026-10-16
Russell Investments Group, Ltd.	INCREASED	573	91	+482	+530%	$2.0K	$12.2K	+$10.1K	2026-11-06
Farther Finance Advisors, LLC	DECREASED	464	1,201	-737	-61%	$26.9K	$9.9K	-$17.1K	2026-10-08
PNC Financial Services Group, Inc.	INCREASED	333	43	+290	+674%	$964	$7.1K	+$6.1K	2026-11-06
Parallel Advisors, LLC	DECREASED	299	812	-513	-63%	$18.2K	$6.4K	-$11.9K	2026-11-03
Lodestone Wealth Management LLC	UNCHANGED	251	251	0	0%	$5.6K	$5.3K	-$298	2026-10-14
Blue Trust, Inc.	NEW	225	—	+225	—	—	$4.8K	—	2026-10-15
Larson Financial Group LLC	INCREASED	124	61	+63	+103%	$1.4K	$2.6K	+$1.3K	2026-11-05
Chilton Capital Management LLC	NEW	120	—	+120	—	—	$2.5K	—	2026-10-28
Assetmark, Inc	INCREASED	106	54	+52	+96%	$1.2K	$2.3K	+$1.0K	2026-10-21
Clearstead Advisors, LLC	UNCHANGED	85	85	0	0%	$1.9K	$1.8K	-$101	2026-11-06
Cassaday & Co Wealth Management LLC	UNCHANGED	80	80	0	0%	$1.8K	$1.7K	-$95	2026-10-27
Abound Wealth Management	UNCHANGED	76	76	0	0%	$1.7K	$1.6K	-$90	2026-10-26
Signature Equity Partners, LLC	UNCHANGED	74	74	0	0%	$1.7K	$1.6K	-$88	2026-10-29
Hoey Investments, Inc	DECREASED	67	550	-483	-88%	$12.3K	$1.4K	-$10.9K	2026-10-29
GHP Investment Advisors, Inc.	NEW	60	—	+60	—	—	$1.3K	—	2026-10-15
Addison Advisors LLC	UNCHANGED	58	58	0	0%	$1.3K	$1.2K	-$69	2026-11-06
Downshift Financial, LLC	UNCHANGED	55	55	0	0%	$1.2K	$1.2K	-$65	2026-10-13
PFS Partners, LLC	UNCHANGED	49	49	0	0%	$1.1K	$1.0K	-$58	2026-10-21
Mather Group, Llc.	NEW	43	—	+43	—	—	$913	—	2026-10-14
Private Trust Co NA	DECREASED	41	42	-1	-2%	$942	$870	-$72	2026-10-20
Salomon & Ludwin, LLC	UNCHANGED	32	32	0	0%	$716	$679	-$37	2026-10-29
Glass Jacobson Investment Advisors llc	UNCHANGED	31	31	0	0%	$696	$659	-$37	2026-10-26
Highline Wealth Partners LLC	UNCHANGED	24	24	0	0%	$538	$510	-$28	2026-10-19
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	22	22	0	0%	$493	$467	-$26	2026-10-27
Owl Creek Wealth Partners LLC	NEW	20	—	+20	—	—	$425	—	2026-10-20
Investors Research Corp	UNCHANGED	19	19	0	0%	$426	$403	-$23	2026-10-07
Creative Financial Designs Inc	NEW	17	—	+17	—	—	$361	—	2026-11-04
Signaturefd, LLC	UNCHANGED	17	17	0	0%	$381	$361	-$20	2026-10-23
Golden State Wealth Management, LLC	NEW	16	—	+16	—	—	$340	—	2026-11-02
Signature Resources Capital Management, LLC	UNCHANGED	7	7	0	0%	$157	$149	-$8	2026-10-16
Mosley Wealth Management	UNCHANGED	6	6	0	0%	$135	$127	-$8	2026-10-16
Ashton Thomas Private Wealth, LLC	DECREASED	4	7	-3	-43%	$157	$85	-$72	2026-11-03
Silver Grove Financial Group, Inc.	NEW	3	—	+3	—	—	$64	—	2026-11-05
Valued Wealth Advisors LLC	UNCHANGED	3	3	0	0%	$68	$64	-$4	2026-11-05
Financial Management Professionals, Inc.	UNCHANGED	2	2	0	0%	$45	$42	-$3	2026-10-23
Activest Wealth Management	UNCHANGED	1	1	0	0%	$23	$21	-$2	2026-10-15
Brooklyn FI, LLC	CLOSED	0	738	-738	-100%	$16.9K	$0	-$16.9K	2026-11-05
IFP Advisors, Inc	CLOSED	0	259	-259	-100%	$5.8K	$0	-$5.8K	2026-10-16
MCF Advisors LLC	CLOSED	0	149	-149	-100%	$3.3K	$0	-$3.3K	2026-10-28
Key FInancial Inc	CLOSED	0	123	-123	-100%	$2.8K	$0	-$2.8K	2026-11-02
CrossGen Wealth, LLC	CLOSED	0	91	-91	-100%	$2.0K	$0	-$2.0K	2026-10-30
Citigroup Inc	CLOSED	0	38	-38	-100%	$852	$0	-$852	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	32	-32	-100%	$732	$0	-$732	2026-10-16
True Wealth Design, LLC	CLOSED	0	25	-25	-100%	$561	$0	-$561	2026-10-13
Gill Capital Partners, LLC	CLOSED	0	19	-19	-100%	$426	$0	-$426	2026-10-13
Solstein Capital, LLC	CLOSED	0	19	-19	-100%	$426	$0	-$426	2026-11-02
Charles Schwab Investment Management Inc	N/A	—	39,083,213	-39,083,213	-100%	$876.2M	—	—	—
Bleakley Financial Group, LLC	N/A	—	1,161,656	-1,161,656	-100%	$26.0M	—	—	—
Cetera Investment Advisers	N/A	—	146,539	-146,539	-100%	$3.3M	—	—	—
Clark Capital Management Group, Inc.	N/A	—	125,224	-125,224	-100%	$2.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	89,614	-89,614	-100%	$2.0M	—	—	—
Fairview Capital Investment Management, LLC	N/A	—	84,543	-84,543	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	74,545	-74,545	-100%	$1.7M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	41,298	-41,298	-100%	$925.9K	—	—	—
Jane Street Group, LLC	N/A	—	26,557	-26,557	-100%	$595.4K	—	—	—
Cerity Partners LLC	N/A	—	24,396	-24,396	-100%	$547.3K	—	—	—
HRT Financial LP	N/A	—	24,197	-24,197	-100%	$542.0K	—	—	—
Betterment LLC	N/A	—	23,858	-23,858	-100%	$535.0K	—	—	—
Quantinno Capital Management LP	N/A	—	17,930	-17,930	-100%	$402.0K	—	—	—
Mariner, LLC	N/A	—	16,444	-16,444	-100%	$368.7K	—	—	—
Nuveen, LLC	N/A	—	15,542	-15,542	-100%	$348.4K	—	—	—
Brand Asset Management Group, Inc.	N/A	—	15,517	-15,517	-100%	$347.9K	—	—	—
AQR Capital Management LLC	N/A	—	13,043	-13,043	-100%	$292.4K	—	—	—
Focus Partners Wealth	N/A	—	12,853	-12,853	-100%	$288.2K	—	—	—
Virtu Financial LLC	N/A	—	11,329	-11,329	-100%	$254.0K	—	—	—
Strategic Financial Planning, Inc.	N/A	—	11,177	-11,177	-100%	$250.6K	—	—	—
Principal Securities, Inc.	N/A	—	10,843	-10,843	-100%	$243.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,096	-10,096	-100%	$226.4K	—	—	—
Ancora Advisors LLCA	N/A	—	10,000	-10,000	-100%	$224.2K	—	—	—
FMR LLC	N/A	—	8,382	-8,382	-100%	$187.9K	—	—	—
BlackRock, Inc.	N/A	—	4,817	-4,817	-100%	$108.0K	—	—	—
Morgan Stanley	N/A	—	3,398	-3,398	-100%	$76.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,158	-3,158	-100%	$70.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,200	-1,200	-100%	$26.9K	—	—	—
Royal Bank of Canada	N/A	—	1,105	-1,105	-100%	$24.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	784	-784	-100%	$17.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	780	-780	-100%	$17.5K	—	—	—
Wells Fargo & Company	N/A	—	684	-684	-100%	$15.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	524	-524	-100%	$11.7K	—	—	—
UBS Group AG	N/A	—	404	-404	-100%	$9.1K	—	—	—
AE Wealth Management LLC	N/A	—	395	-395	-100%	$8.9K	—	—	—
Brown Brothers Harriman & Co	N/A	—	389	-389	-100%	$8.7K	—	—	—
Dunhill Financial, LLC	N/A	—	298	-298	-100%	$6.7K	—	—	—
Arax Advisory Partners	N/A	—	274	-274	-100%	$6.1K	—	—	—
Crewe Advisors LLC	N/A	—	270	-270	-100%	$6.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	213	-213	-100%	$4.8K	—	—	—
Tidemark, LLC	N/A	—	195	-195	-100%	$4.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	156	-156	-100%	$3.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	146	-146	-100%	$3.3K	—	—	—
Bank of Montreal	N/A	—	143	-143	-100%	$3.2K	—	—	—
Cordant, Inc.	N/A	—	108	-108	-100%	$2.4K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	96	-96	-100%	$2	—	—	—
Hantz Financial Services, Inc.	N/A	—	39	-39	-100%	$1	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	35	-35	-100%	$785	—	—	—
Harbour Investments, Inc.	N/A	—	33	-33	-100%	$746	—	—	—
Capital Analysts, LLC	N/A	—	33	-33	-100%	$1	—	—	—
Bessemer Group Inc	N/A	—	31	-31	-100%	$1	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	30	-30	-100%	$680	—	—	—
Frazier Financial Advisors, LLC	N/A	—	18	-18	-100%	$395	—	—	—
Mcguire Capital Advisors Inc	N/A	—	17	-17	-100%	$381	—	—	—
CVA Family Office, LLC	N/A	—	14	-14	-100%	$314	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	10	-10	-100%	$224	—	—	—
Continuum Advisory, LLC	N/A	—	7	-7	-100%	$157	—	—	—
Smartleaf Asset Management LLC	N/A	—	4	-4	-100%	$90	—	—	—
HM Payson & Co	N/A	—	2	-2	-100%	$45	—	—	—
JPMorgan Chase & Co	N/A	—	0	0	—	$5	—	—	—

Showing 124 of 124 institutions