IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional Inflation-Protec (DFIP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Matson Money. Inc.
INCREASED
Shares4,371,599 from 4,102,699
Change+268,900 (+7%)
Value$170.8M (+$861.9K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares594,614 from 543,933
Change+50,681 (+9%)
Value$23.2M (+$785.7K)
Filed 2026-10-14
Leading Edge Financial Planning LLC
INCREASED
Shares589,134 from 580,584
Change+8,550 (+1%)
Value$23.0M (-$940.4K)
Filed 2026-10-23
Physician Wealth Solutions Inc.
INCREASED
Shares464,572 from 462,726
Change+1,846 (+0%)
Value$18.1M (-$943.6K)
Filed 2026-10-14
Monograph Wealth Advisors, LLC
INCREASED
Shares437,908 from 237,163
Change+200,745 (+85%)
Value$17.1M (+$7.3M)
Filed 2026-11-09
Level Financial Advisors
INCREASED
Shares380,658 from 362,625
Change+18,033 (+5%)
Value$14.9M (-$91.6K)
Filed 2026-10-13
Scratch Capital LLC
INCREASED
Shares362,127 from 350,137
Change+11,990 (+3%)
Value$14.1M (-$300.2K)
Filed 2026-11-02
Yardley Wealth Management LLC
INCREASED
Shares344,524 from 315,060
Change+29,464 (+9%)
Value$13.5M (+$459.3K)
Filed 2026-10-23
Core Wealth Management, Inc.
INCREASED
Shares323,753 from 315,342
Change+8,411 (+3%)
Value$12.6M (-$363.6K)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares289,524 from 263,878
Change+25,646 (+10%)
Value$11.3M (+$451.2K)
Filed 2026-11-06
KFG Wealth Management, LLC
INCREASED
Shares287,198 from 264,903
Change+22,295 (+8%)
Value$11.2M (+$289.4K)
Filed 2026-10-16
New Dimensions Wealth Management, LLC
INCREASED
Shares270,782 from 256,742
Change+14,040 (+5%)
Value$10.6M (-$15.1K)
Filed 2026-11-02
Porter White Investment Advisors, Inc.
INCREASED
Shares249,718 from 97,595
Change+152,123 (+156%)
Value$9.8M (+$5.7M)
Filed 2026-10-14
Five Oceans Advisors
DECREASED
Shares235,444 from 254,425
Change-18,981 (-7%)
Value$9.2M (-$1.3M)
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares217,046 from 233,025
Change-15,979 (-7%)
Value$8.5M (-$1.1M)
Filed 2026-10-08
Sterling Financial Planning, Inc.
INCREASED
Shares198,252 from 179,710
Change+18,542 (+10%)
Value$7.7M (+$329.8K)
Filed 2026-10-28
Austin Wealth Management, LLC
INCREASED
Shares181,596 from 181,479
Change+117 (+0%)
Value$7.1M (-$352.0K)
Filed 2026-11-06
Vestment Financial LLC
DECREASED
Shares157,228 from 159,371
Change-2,143 (-1%)
Value$6.1M (-$423.1K)
Filed 2026-10-13
Heirloom Wealth Management
DECREASED
Shares151,801 from 188,774
Change-36,973 (-20%)
Value$5.9M (-$1.9M)
Filed 2026-10-14
BCU Wealth Advisors, LLC
INCREASED
Shares138,902 from 127,636
Change+11,266 (+9%)
Value$5.4M (+$159.9K)
Filed 2026-10-16
AWM Capital, LLC
INCREASED
Shares131,661 from 97,231
Change+34,430 (+35%)
Value$5.1M (+$1.1M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares125,076 from 96,227
Change+28,849 (+30%)
Value$4.9M (+$915.6K)
Filed 2026-10-08
Ares Financial Consulting, LLC
INCREASED
Shares120,312 from 108,404
Change+11,908 (+11%)
Value$4.7M (+$227.2K)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares102,908 from 97,723
Change+5,185 (+5%)
Value$4.0M (-$12.0K)
Filed 2026-10-26
Market Street Wealth Management Advisors LLC
DECREASED
Shares101,588 from 310,187
Change-208,599 (-67%)
Value$4.0M (-$8.8M)
Filed 2026-10-09
Entrewealth, LLC
INCREASED
Shares95,806 from 92,575
Change+3,231 (+3%)
Value$3.7M (-$9.4K)
Filed 2026-10-14
City State Bank
INCREASED
Shares95,514 from 77,711
Change+17,803 (+23%)
Value$3.7M (+$524.8K)
Filed 2026-10-20
Amicus Financial Advisors, LLC
INCREASED
Shares93,541 from 77,154
Change+16,387 (+21%)
Value$3.7M (+$470.7K)
Filed 2026-11-03
Forum Financial Management, LP
DECREASED
Shares83,917 from 146,508
Change-62,591 (-43%)
Value$3.3M (-$2.8M)
Filed 2026-10-16
Altiora Financial Group, LLC
INCREASED
Shares79,385 from 78,994
Change+391 (+0%)
Value$3.1M (-$158.1K)
Filed 2026-11-04
Grove Street Fiduciary, LLC
DECREASED
Shares78,786 from 92,861
Change-14,075 (-15%)
Value$3.1M (-$753.6K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares77,797 from 76,723
Change+1,074 (+1%)
Value$3.0M (-$126.5K)
Filed 2026-10-21
MB Generational Wealth, LLC
INCREASED
Shares77,326 from 65,950
Change+11,376 (+17%)
Value$3.0M (+$299.6K)
Filed 2026-11-09
Brighton Jones LLC
INCREASED
Shares74,391 from 74,292
Change+99 (+0%)
Value$2.9M (-$159.2K)
Filed 2026-11-03
TCP Asset Management, LLC
INCREASED
Shares72,305 from 55,207
Change+17,098 (+31%)
Value$2.8M (+$548.1K)
Filed 2026-10-14
Indivisible Partners
NEW
Shares64,344
Change+64,344
Value$2.5M
Filed 2026-10-26
Nwam LLC
INCREASED
Shares61,883 from 56,035
Change+5,848 (+10%)
Value$2.4M (+$105.5K)
Filed 2026-11-09
Saxony Capital Management, LLC
INCREASED
Shares59,337 from 40,339
Change+18,998 (+47%)
Value$2.3M (+$653.5K)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares57,874 from 47,530
Change+10,344 (+22%)
Value$2.3M (+$299.7K)
Filed 2026-11-06
CFS Investment Advisory Services, LLC
DECREASED
Shares57,595 from 57,729
Change-134 (0%)
Value$2.3M (-$129.1K)
Filed 2026-10-19
Onyx Financial Advisors, LLC
INCREASED
Shares56,512 from 54,231
Change+2,281 (+4%)
Value$2.2M (-$29.9K)
Filed 2026-10-21
Vestia Personal Wealth Advisors
INCREASED
Shares53,613 from 39,739
Change+13,874 (+35%)
Value$2.1M (+$454.7K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares52,438 from 52,083
Change+355 (+1%)
Value$2.0M (-$100.5K)
Filed 2026-11-02
Meritas Wealth Management, LLC
INCREASED
Shares50,540 from 18,520
Change+32,020 (+173%)
Value$2.0M (+$1.2M)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares45,795 from 40,592
Change+5,203 (+13%)
Value$1.8M (+$114.1K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
DECREASED
Shares44,971 from 47,900
Change-2,929 (-6%)
Value$1.8M (-$219.5K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares44,423 from 42,361
Change+2,062 (+5%)
Value$1.7M (-$12.4K)
Filed 2026-10-30
Shearwater Capital LLC
INCREASED
Shares40,188 from 39,646
Change+542 (+1%)
Value$1.6M (-$65.9K)
Filed 2026-10-13
Centennial Bank
INCREASED
Shares39,147 from 33,892
Change+5,255 (+16%)
Value$1.5M (+$130.9K)
Filed 2026-11-09
Tortoise Investment Management, LLC
INCREASED
Shares37,707 from 28,642
Change+9,065 (+32%)
Value$1.5M (+$291.2K)
Filed 2026-11-06
Samalin Investment Counsel, LLC
INCREASED
Shares34,186 from 30,470
Change+3,716 (+12%)
Value$1.3M (+$78.3K)
Filed 2026-10-23
Krilogy Financial LLC
INCREASED
Shares32,856 from 29,022
Change+3,834 (+13%)
Value$1.3M (+$92.0K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares27,466 from 34,682
Change-7,216 (-21%)
Value$1.1M (-$358.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares27,090 from 27,985
Change-895 (-3%)
Value$1.1M (-$97.0K)
Filed 2026-11-02
Klingman & Associates, LLC
UNCHANGED
Shares26,685 from 26,685
Change0 (0%)
Value$1.0M (-$58.6K)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares25,730 from 25,730
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares23,670 from 24,667
Change-997 (-4%)
Value$929.0K (-$86.5K)
Filed 2026-10-13
AA Financial Advisors, LLC
NEW
Shares23,106
Change+23,106
Value$902.5K
Filed 2026-10-19
Kane Co Wealth Management, Inc.
DECREASED
Shares22,093 from 22,366
Change-273 (-1%)
Value$862.9K (-$59.8K)
Filed 2026-11-04
Lynx Investment Advisory
INCREASED
Shares20,785 from 13,045
Change+7,740 (+59%)
Value$811.9K (+$273.7K)
Filed 2026-10-27
Thrivent Financial for Lutherans
NEW
Shares20,778
Change+20,778
Value$812.0K
Filed 2026-11-05
SeedSafe Financial LLC
DECREASED
Shares19,577 from 19,613
Change-36 (0%)
Value$764.7K (-$44.5K)
Filed 2026-11-02
Essential Planning, Llc.
INCREASED
Shares19,257 from 19,164
Change+93 (+0%)
Value$752.2K (-$38.5K)
Filed 2026-10-21
Coston, McIsaac & Partners
DECREASED
Shares18,839 from 19,023
Change-184 (-1%)
Value$735.9K (-$5.2K)
Filed 2026-11-06
Aspire Private Capital, LLC
INCREASED
Shares18,268 from 16,749
Change+1,519 (+9%)
Value$713.5K (+$22.5K)
Filed 2026-11-05
Foster Group, Inc.
UNCHANGED
Shares18,094 from 18,094
Change0 (0%)
Value$706.8K (-$39.7K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares18,000 from 35,672
Change-17,672 (-50%)
Value$703.1K (-$768.6K)
Filed 2026-11-05
Visionary Horizons, LLC
INCREASED
Shares17,426 from 16,294
Change+1,132 (+7%)
Value$680.7K (+$8.5K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares16,161 from 16,264
Change-103 (-1%)
Value$631.2K (-$39.7K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares15,010 from 15,554
Change-544 (-3%)
Value$586.3K (-$55.4K)
Filed 2026-11-04
Greenspring Advisors, LLC
DECREASED
Shares14,910 from 15,232
Change-322 (-2%)
Value$582.4K (-$46.0K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
INCREASED
Shares13,728 from 13,665
Change+63 (+0%)
Value$536.2K (-$27.5K)
Filed 2026-10-14
Donalies Financial Planning, LLC
INCREASED
Shares13,280 from 13,189
Change+91 (+1%)
Value$518.7K (-$25.4K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares13,000 from 10,933
Change+2,067 (+19%)
Value$507.8K (+$56.7K)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares12,908 from 27,733
Change-14,825 (-53%)
Value$504.2K (-$640.0K)
Filed 2026-10-28
Plan Group Financial, LLC
DECREASED
Shares11,950 from 20,528
Change-8,578 (-42%)
Value$472.1K (-$374.8K)
Filed 2026-10-22
Stewardship Advisors, LLC
INCREASED
Shares10,904 from 10,213
Change+691 (+7%)
Value$425.9K (+$4.6K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED
Shares9,955 from 10,453
Change-498 (-5%)
Value$388.9K (-$42.4K)
Filed 2026-10-26
SC&H Financial Advisors, Inc.
INCREASED
Shares9,190 from 9,063
Change+127 (+1%)
Value$359.0K (-$14.9K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,012 from 9,598
Change-586 (-6%)
Value$352.0K (-$43.9K)
Filed 2026-10-14
Forteris Wealth Management Inc.
UNCHANGED
Shares8,958 from 8,958
Change0 (0%)
Value$349.9K (-$19.7K)
Filed 2026-10-13
Two West Capital Advisors LLC
UNCHANGED
Shares8,846 from 8,846
Change0 (0%)
Value$345.6K (-$18.3K)
Filed 2026-10-15
Factor Wealth Management LTD
DECREASED
Shares8,449 from 13,040
Change-4,591 (-35%)
Value$330.0K (-$207.9K)
Filed 2026-10-08
Blossom Wealth Management
INCREASED
Shares8,332 from 8,204
Change+128 (+2%)
Value$325.4K (-$13.0K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
DECREASED
Shares7,891 from 7,925
Change-34 (0%)
Value$308.2K (-$18.7K)
Filed 2026-10-29
Great Valley Advisor Group, Inc.
INCREASED
Shares7,752 from 7,227
Change+525 (+7%)
Value$302.8K (+$4.6K)
Filed 2026-11-09
Root Financial Partners, LLC
INCREASED
Shares7,619 from 7,393
Change+226 (+3%)
Value$297.6K (-$7.4K)
Filed 2026-10-21
Wealthgarden F.S. LLC
NEW
Shares7,349
Change+7,349
Value$287.1K
Filed 2026-11-09
HFG Wealth Management, LLC
UNCHANGED
Shares7,042 from 7,042
Change0 (0%)
Value$290.5K ($0)
Filed 2026-10-16
Geneos Wealth Management Inc.
INCREASED
Shares6,703 from 2,070
Change+4,633 (+224%)
Value$261.8K (+$176.4K)
Filed 2026-11-09
Vise Technologies, Inc.
INCREASED
Shares6,667 from 6,440
Change+227 (+4%)
Value$260.4K (-$5.3K)
Filed 2026-10-29
Magnus Financial Group LLC
NEW
Shares6,641
Change+6,641
Value$259.4K
Filed 2026-10-21
Claro Advisors Inc.
NEW
Shares5,837
Change+5,837
Value$228.0K
Filed 2026-11-02
SageOak Financial, LLC
INCREASED
Shares5,204 from 5,169
Change+35 (+1%)
Value$203.3K (-$10.0K)
Filed 2026-10-19
Harbour Investments, Inc.
INCREASED
Shares4,864 from 3,460
Change+1,404 (+41%)
Value$190.0K (+$47.3K)
Filed 2026-11-09
Elevate Wealth Advisory, Inc
INCREASED
Shares4,343 from 2,402
Change+1,941 (+81%)
Value$169.6K (+$70.5K)
Filed 2026-10-29
Nemes Rush Group LLC
DECREASED
Shares3,055 from 3,243
Change-188 (-6%)
Value$119.3K (-$14.5K)
Filed 2026-11-04
Phillips Financial Management, LLC
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$101.6K (-$5.7K)
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares2,588
Change+2,588
Value$101.1K
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
NEW
Shares2,574
Change+2,574
Value$100.5K
Filed 2026-10-15
Concord Wealth Partners
DECREASED
Shares2,367 from 4,373
Change-2,006 (-46%)
Value$92.5K (-$88.0K)
Filed 2026-11-02
Maseco LLP
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$72.9K (-$4.1K)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares1,655
Change+1,655
Value$64.7K
Filed 2026-10-27
LAM Group, Inc.
DECREASED
Shares1,505 from 1,515
Change-10 (-1%)
Value$58.8K (-$3.7K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
INCREASED
Shares1,357 from 1,332
Change+25 (+2%)
Value$53.0K (-$1.9K)
Filed 2026-10-22
Torren Management, LLC
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$35.7K (-$2.0K)
Filed 2026-10-29
Burk Holdings LLC
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$28.4K (-$1.6K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$17.7K (-$995)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$13.4K (-$752)
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$11.6K (-$649)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares290 from 279
Change+11 (+4%)
Value$11.3K (-$183)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$7.1K (-$399)
Filed 2026-10-08
1620 Investment Advisors, Inc.
DECREASED
Shares85 from 110
Change-25 (-23%)
Value$3.3K (-$1.2K)
Filed 2026-11-04
Signature Equity Partners, LLC
NEW
Shares36
Change+36
Value$1.4K
Filed 2026-10-29
Foundry Financial LLC
CLOSED
Shares0 from 138,594
Change-138,594 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-16
Merit Financial Group, LLC
CLOSED
Shares0 from 63,389
Change-63,389 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-06
CPA Asset Management Group, LLC
CLOSED
Shares0 from 24,935
Change-24,935 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-26
First Financial Group Corp
CLOSED
Shares0 from 5,808
Change-5,808 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-22
IFG Advisory, LLC
CLOSED
Shares0 from 1,387
Change-1,387 (-100%)
Value$0 (-$57.2K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$7.3K)
Filed 2026-11-03
CX Institutional
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1)
Filed 2026-10-02
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,182,158
Change-1,182,158 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,085,533
Change-1,085,533 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 769,537
Change-769,537 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 615,557
Change-615,557 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 586,834
Change-586,834 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 531,015
Change-531,015 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 490,315
Change-490,315 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 231,318
Change-231,318 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 162,472
Change-162,472 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 146,317
Change-146,317 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 125,241
Change-125,241 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 106,130
Change-106,130 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 100,344
Change-100,344 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 87,453
Change-87,453 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 69,050
Change-69,050 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 56,616
Change-56,616 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 52,375
Change-52,375 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 43,151
Change-43,151 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 36,068
Change-36,068 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 35,756
Change-35,756 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 33,648
Change-33,648 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 31,167
Change-31,167 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,421
Change-21,421 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,908
Change-16,908 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 14,406
Change-14,406 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,117
Change-12,117 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 10,249
Change-10,249 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Invst, LLC
N/A
Shares— from 10,067
Change-10,067 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,893
Change-9,893 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 9,881
Change-9,881 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,268
Change-9,268 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 550
Change-550 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 122
Change-122 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Matson Money. Inc.
INCREASED4,371,5994,102,699+268,900+7%$169.9M$170.8M+$861.9K2026-10-23
Fortitude Family Office, LLC
INCREASED594,614543,933+50,681+9%$22.4M$23.2M+$785.7K2026-10-14
Leading Edge Financial Planning LLC
INCREASED589,134580,584+8,550+1%$24.0M$23.0M-$940.4K2026-10-23
Physician Wealth Solutions Inc.
INCREASED464,572462,726+1,846+0%$19.1M$18.1M-$943.6K2026-10-14
Monograph Wealth Advisors, LLC
INCREASED437,908237,163+200,745+85%$9.8M$17.1M+$7.3M2026-11-09
Level Financial Advisors
INCREASED380,658362,625+18,033+5%$15.0M$14.9M-$91.6K2026-10-13
Scratch Capital LLC
INCREASED362,127350,137+11,990+3%$14.4M$14.1M-$300.2K2026-11-02
Yardley Wealth Management LLC
INCREASED344,524315,060+29,464+9%$13.0M$13.5M+$459.3K2026-10-23
Core Wealth Management, Inc.
INCREASED323,753315,342+8,411+3%$13.0M$12.6M-$363.6K2026-10-22
Savant Capital, LLC
INCREASED289,524263,878+25,646+10%$10.9M$11.3M+$451.2K2026-11-06
KFG Wealth Management, LLC
INCREASED287,198264,903+22,295+8%$10.9M$11.2M+$289.4K2026-10-16
New Dimensions Wealth Management, LLC
INCREASED270,782256,742+14,040+5%$10.6M$10.6M-$15.1K2026-11-02
Porter White Investment Advisors, Inc.
INCREASED249,71897,595+152,123+156%$4.0M$9.8M+$5.7M2026-10-14
Five Oceans Advisors
DECREASED235,444254,425-18,981-7%$10.5M$9.2M-$1.3M2026-10-22
Apella Capital, LLC
DECREASED217,046233,025-15,979-7%$9.6M$8.5M-$1.1M2026-10-08
Sterling Financial Planning, Inc.
INCREASED198,252179,710+18,542+10%$7.4M$7.7M+$329.8K2026-10-28
Austin Wealth Management, LLC
INCREASED181,596181,479+117+0%$7.5M$7.1M-$352.0K2026-11-06
Vestment Financial LLC
DECREASED157,228159,371-2,143-1%$6.6M$6.1M-$423.1K2026-10-13
Heirloom Wealth Management
DECREASED151,801188,774-36,973-20%$7.8M$5.9M-$1.9M2026-10-14
BCU Wealth Advisors, LLC
INCREASED138,902127,636+11,266+9%$5.3M$5.4M+$159.9K2026-10-16
AWM Capital, LLC
INCREASED131,66197,231+34,430+35%$4.0M$5.1M+$1.1M2026-10-16
Farther Finance Advisors, LLC
INCREASED125,07696,227+28,849+30%$4.0M$4.9M+$915.6K2026-10-08
Ares Financial Consulting, LLC
INCREASED120,312108,404+11,908+11%$4.5M$4.7M+$227.2K2026-10-19
Park Avenue Securities LLC
INCREASED102,90897,723+5,185+5%$4.0M$4.0M-$12.0K2026-10-26
Market Street Wealth Management Advisors LLC
DECREASED101,588310,187-208,599-67%$12.8M$4.0M-$8.8M2026-10-09
Entrewealth, LLC
INCREASED95,80692,575+3,231+3%$3.8M$3.7M-$9.4K2026-10-14
City State Bank
INCREASED95,51477,711+17,803+23%$3.2M$3.7M+$524.8K2026-10-20
Amicus Financial Advisors, LLC
INCREASED93,54177,154+16,387+21%$3.2M$3.7M+$470.7K2026-11-03
Forum Financial Management, LP
DECREASED83,917146,508-62,591-43%$6.0M$3.3M-$2.8M2026-10-16
Altiora Financial Group, LLC
INCREASED79,38578,994+391+0%$3.3M$3.1M-$158.1K2026-11-04
Grove Street Fiduciary, LLC
DECREASED78,78692,861-14,075-15%$3.8M$3.1M-$753.6K2026-10-13
Assetmark, Inc
INCREASED77,79776,723+1,074+1%$3.2M$3.0M-$126.5K2026-10-21
MB Generational Wealth, LLC
INCREASED77,32665,950+11,376+17%$2.7M$3.0M+$299.6K2026-11-09
Brighton Jones LLC
INCREASED74,39174,292+99+0%$3.1M$2.9M-$159.2K2026-11-03
TCP Asset Management, LLC
INCREASED72,30555,207+17,098+31%$2.3M$2.8M+$548.1K2026-10-14
Indivisible Partners
NEW64,344—+64,344——$2.5M—2026-10-26
Nwam LLC
INCREASED61,88356,035+5,848+10%$2.3M$2.4M+$105.5K2026-11-09
Saxony Capital Management, LLC
INCREASED59,33740,339+18,998+47%$1.7M$2.3M+$653.5K2026-10-15
LPL Financial LLC
INCREASED57,87447,530+10,344+22%$2.0M$2.3M+$299.7K2026-11-06
CFS Investment Advisory Services, LLC
DECREASED57,59557,729-1340%$2.4M$2.3M-$129.1K2026-10-19
Onyx Financial Advisors, LLC
INCREASED56,51254,231+2,281+4%$2.2M$2.2M-$29.9K2026-10-21
Vestia Personal Wealth Advisors
INCREASED53,61339,739+13,874+35%$1.6M$2.1M+$454.7K2026-10-20
Commonwealth Equity Services, LLC
INCREASED52,43852,083+355+1%$2.1M$2.0M-$100.5K2026-11-02
Meritas Wealth Management, LLC
INCREASED50,54018,520+32,020+173%$764.0K$2.0M+$1.2M2026-10-14
XY Planning Network, Inc.
INCREASED45,79540,592+5,203+13%$1.7M$1.8M+$114.1K2026-10-14
Willow Creek Wealth Management Inc.
DECREASED44,97147,900-2,929-6%$2.0M$1.8M-$219.5K2026-10-26
Truist Financial Corp
INCREASED44,42342,361+2,062+5%$1.7M$1.7M-$12.4K2026-10-30
Shearwater Capital LLC
INCREASED40,18839,646+542+1%$1.6M$1.6M-$65.9K2026-10-13
Centennial Bank
INCREASED39,14733,892+5,255+16%$1.4M$1.5M+$130.9K2026-11-09
Tortoise Investment Management, LLC
INCREASED37,70728,642+9,065+32%$1.2M$1.5M+$291.2K2026-11-06
Samalin Investment Counsel, LLC
INCREASED34,18630,470+3,716+12%$1.3M$1.3M+$78.3K2026-10-23
Krilogy Financial LLC
INCREASED32,85629,022+3,834+13%$1.2M$1.3M+$92.0K2026-10-13
Creative Planning
DECREASED27,46634,682-7,216-21%$1.4M$1.1M-$358.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED27,09027,985-895-3%$1.2M$1.1M-$97.0K2026-11-02
Klingman & Associates, LLC
UNCHANGED26,68526,68500%$1.1M$1.0M-$58.6K2026-10-20
Allworth Financial LP
UNCHANGED25,73025,73000%$1.1M$1.1M$02026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED23,67024,667-997-4%$1.0M$929.0K-$86.5K2026-10-13
AA Financial Advisors, LLC
NEW23,106—+23,106——$902.5K—2026-10-19
Kane Co Wealth Management, Inc.
DECREASED22,09322,366-273-1%$922.7K$862.9K-$59.8K2026-11-04
Lynx Investment Advisory
INCREASED20,78513,045+7,740+59%$538.2K$811.9K+$273.7K2026-10-27
Thrivent Financial for Lutherans
NEW20,778—+20,778——$812.0K—2026-11-05
SeedSafe Financial LLC
DECREASED19,57719,613-360%$809.1K$764.7K-$44.5K2026-11-02
Essential Planning, Llc.
INCREASED19,25719,164+93+0%$790.6K$752.2K-$38.5K2026-10-21
Coston, McIsaac & Partners
DECREASED18,83919,023-184-1%$741.0K$735.9K-$5.2K2026-11-06
Aspire Private Capital, LLC
INCREASED18,26816,749+1,519+9%$691.0K$713.5K+$22.5K2026-11-05
Foster Group, Inc.
UNCHANGED18,09418,09400%$746.5K$706.8K-$39.7K2026-10-13
Larson Financial Group LLC
DECREASED18,00035,672-17,672-50%$1.5M$703.1K-$768.6K2026-11-05
Visionary Horizons, LLC
INCREASED17,42616,294+1,132+7%$672.2K$680.7K+$8.5K2026-10-22
Northwest Wealth Management, LLC
DECREASED16,16116,264-103-1%$671.0K$631.2K-$39.7K2026-10-30
Citigroup Inc
DECREASED15,01015,554-544-3%$641.7K$586.3K-$55.4K2026-11-04
Greenspring Advisors, LLC
DECREASED14,91015,232-322-2%$628.4K$582.4K-$46.0K2026-11-05
Firethorn Wealth Partners, LLC
INCREASED13,72813,665+63+0%$563.7K$536.2K-$27.5K2026-10-14
Donalies Financial Planning, LLC
INCREASED13,28013,189+91+1%$544.1K$518.7K-$25.4K2026-10-19
Kestra Advisory Services, LLC
INCREASED13,00010,933+2,067+19%$451.1K$507.8K+$56.7K2026-11-02
Modera Wealth Management, LLC
DECREASED12,90827,733-14,825-53%$1.1M$504.2K-$640.0K2026-10-28
Plan Group Financial, LLC
DECREASED11,95020,528-8,578-42%$846.9K$472.1K-$374.8K2026-10-22
Stewardship Advisors, LLC
INCREASED10,90410,213+691+7%$421.3K$425.9K+$4.6K2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED9,95510,453-498-5%$431.2K$388.9K-$42.4K2026-10-26
SC&H Financial Advisors, Inc.
INCREASED9,1909,063+127+1%$373.9K$359.0K-$14.9K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,0129,598-586-6%$396.0K$352.0K-$43.9K2026-10-14
Forteris Wealth Management Inc.
UNCHANGED8,9588,95800%$369.6K$349.9K-$19.7K2026-10-13
Two West Capital Advisors LLC
UNCHANGED8,8468,84600%$363.8K$345.6K-$18.3K2026-10-15
Factor Wealth Management LTD
DECREASED8,44913,040-4,591-35%$538.0K$330.0K-$207.9K2026-10-08
Blossom Wealth Management
INCREASED8,3328,204+128+2%$338.5K$325.4K-$13.0K2026-11-03
Integrity Advisory Solutions, LLC
DECREASED7,8917,925-340%$326.9K$308.2K-$18.7K2026-10-29
Great Valley Advisor Group, Inc.
INCREASED7,7527,227+525+7%$298.1K$302.8K+$4.6K2026-11-09
Root Financial Partners, LLC
INCREASED7,6197,393+226+3%$305.0K$297.6K-$7.4K2026-10-21
Wealthgarden F.S. LLC
NEW7,349—+7,349——$287.1K—2026-11-09
HFG Wealth Management, LLC
UNCHANGED7,0427,04200%$290.5K$290.5K$02026-10-16
Geneos Wealth Management Inc.
INCREASED6,7032,070+4,633+224%$85.4K$261.8K+$176.4K2026-11-09
Vise Technologies, Inc.
INCREASED6,6676,440+227+4%$265.7K$260.4K-$5.3K2026-10-29
Magnus Financial Group LLC
NEW6,641—+6,641——$259.4K—2026-10-21
Claro Advisors Inc.
NEW5,837—+5,837——$228.0K—2026-11-02
SageOak Financial, LLC
INCREASED5,2045,169+35+1%$213.2K$203.3K-$10.0K2026-10-19
Harbour Investments, Inc.
INCREASED4,8643,460+1,404+41%$142.7K$190.0K+$47.3K2026-11-09
Elevate Wealth Advisory, Inc
INCREASED4,3432,402+1,941+81%$99.1K$169.6K+$70.5K2026-10-29
Nemes Rush Group LLC
DECREASED3,0553,243-188-6%$133.8K$119.3K-$14.5K2026-11-04
Phillips Financial Management, LLC
UNCHANGED2,6012,60100%$107.3K$101.6K-$5.7K2026-10-19
Jacobi Capital Management LLC
NEW2,588—+2,588——$101.1K—2026-11-05
Cherry Tree Wealth Management, LLC
NEW2,574—+2,574——$100.5K—2026-10-15
Concord Wealth Partners
DECREASED2,3674,373-2,006-46%$180.4K$92.5K-$88.0K2026-11-02
Maseco LLP
UNCHANGED1,8661,86600%$77.0K$72.9K-$4.1K2026-10-27
Birch Financial Group, LLC
NEW1,655—+1,655——$64.7K—2026-10-27
LAM Group, Inc.
DECREASED1,5051,515-10-1%$62.5K$58.8K-$3.7K2026-10-26
Washington Trust Advisors, Inc.
INCREASED1,3571,332+25+2%$55.0K$53.0K-$1.9K2026-10-22
Torren Management, LLC
UNCHANGED91391300%$37.7K$35.7K-$2.0K2026-10-29
Burk Holdings LLC
UNCHANGED72672600%$30.0K$28.4K-$1.6K2026-11-05
IFP Advisors, Inc
UNCHANGED45345300%$18.7K$17.7K-$9952026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED34334300%$14.2K$13.4K-$7522026-11-03
Rossby Financial, LCC
UNCHANGED29629600%$12.2K$11.6K-$6492026-11-05
EverSource Wealth Advisors, LLC
INCREASED290279+11+4%$11.5K$11.3K-$1832026-11-04
CoreCap Advisors, LLC
UNCHANGED18218200%$7.5K$7.1K-$3992026-10-08
1620 Investment Advisors, Inc.
DECREASED85110-25-23%$4.5K$3.3K-$1.2K2026-11-04
Signature Equity Partners, LLC
NEW36—+36——$1.4K—2026-10-29
Foundry Financial LLC
CLOSED0138,594-138,594-100%$5.7M$0-$5.7M2026-10-16
Merit Financial Group, LLC
CLOSED063,389-63,389-100%$2.6M$0-$2.6M2026-11-06
CPA Asset Management Group, LLC
CLOSED024,935-24,935-100%$1.0M$0-$1.0M2026-10-26
First Financial Group Corp
CLOSED05,808-5,808-100%$239.6K$0-$239.6K2026-10-22
IFG Advisory, LLC
CLOSED01,387-1,387-100%$57.2K$0-$57.2K2026-11-09
JFS Wealth Advisors, LLC
CLOSED0178-178-100%$7.3K$0-$7.3K2026-11-03
CX Institutional
CLOSED020-20-100%$1$0-$12026-10-02
Beacon Pointe Advisors, LLC
N/A—1,182,158-1,182,158-100%$48.8M———
Planning Center, Inc.
N/A—1,085,533-1,085,533-100%$44.8M———
Hill Investment Group Partners, LLC
N/A—769,537-769,537-100%$31.7M———
Pinney & Scofield, Inc.
N/A—615,557-615,557-100%$25.4M———
Rather & Kittrell, Inc.
N/A—586,834-586,834-100%$24.2M———
Geometric Wealth Advisors
N/A—531,015-531,015-100%$21.9M———
Stratos Investment Management, LLC
N/A—490,315-490,315-100%$20.2M———
Financial Plan, Inc.
N/A—231,318-231,318-100%$9.5M———
Envestnet Asset Management Inc
N/A—162,472-162,472-100%$6.7M———
Goldman Sachs Group Inc
N/A—146,317-146,317-100%$6.0M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—125,241-125,241-100%$5.2M———
McCartney Wealth Management LLC
N/A—106,130-106,130-100%$4.4M———
Wealthspire Advisors, LLC
N/A—100,344-100,344-100%$4.1M———
Flow Traders U.S. LLC
N/A—87,453-87,453-100%$3.6M———
Balanced Rock Investment Advisors LLC
N/A—69,050-69,050-100%$2.8M———
Citadel Advisors LLC
N/A—56,616-56,616-100%$2.3M———
CreativeOne Wealth, LLC
N/A—52,375-52,375-100%$2.2M———
Equitable Holdings, Inc.
N/A—43,151-43,151-100%$1.8M———
Focus Partners Advisor Solutions, LLC
N/A—36,068-36,068-100%$1.5M———
FMB Wealth Management
N/A—35,756-35,756-100%$1.5M———
SageView Advisory Group, LLC
N/A—33,648-33,648-100%$1.4M———
Focus Partners Wealth
N/A—31,167-31,167-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—21,421-21,421-100%$883.7K———
Royal Bank of Canada
N/A—16,908-16,908-100%$698.0K———
Curio Wealth, LLC
N/A—14,406-14,406-100%$594.3K———
Raymond James Financial Inc
N/A—13,020-13,020-100%$537.1K———
Vestmark Advisory Solutions, Inc.
N/A—12,117-12,117-100%$499.9K———
Foundations Investment Advisors, LLC
N/A—10,896-10,896-100%$449.5K———
NewEdge Advisors, LLC
N/A—10,800-10,800-100%$445.6K———
Mercer Global Advisors Inc
N/A—10,463-10,463-100%$431.6K———
Note Advisors, LLC
N/A—10,249-10,249-100%$422.8K———
Jones Financial Companies Lllp
N/A—10,206-10,206-100%$421.9K———
Invst, LLC
N/A—10,067-10,067-100%$415.3K———
Envestnet Portfolio Solutions, Inc.
N/A—9,893-9,893-100%$408.1K———
TRU Independence Asset Management 2, LLC
N/A—9,881-9,881-100%$407.6K———
Osaic Holdings, Inc.
N/A—9,505-9,505-100%$392.2K———
OneDigital Investment Advisors LLC
N/A—9,268-9,268-100%$382.3K———
Strategic Investment Solutions, Inc.
N/A—9,040-9,040-100%$372.9K———
Security National Bank of SO DAK
N/A—8,288-8,288-100%$341.9K———
Savvy Advisors, Inc.
N/A—7,486-7,486-100%$308.8K———
UBS Group AG
N/A—6,212-6,212-100%$256.3K———
Betterment LLC
N/A—6,173-6,173-100%$255.0K———
Security National Bank of Sioux City Iowa
N/A—5,424-5,424-100%$223.8K———
Stifel Financial Corp
N/A—5,303-5,303-100%$218.8K———
HighTower Advisors, LLC
N/A—4,926-4,926-100%$203.2K———
Bridge Generations Wealth Management LLC
N/A—4,878-4,878-100%$201.2K———
EP Wealth Advisors, LLC
N/A—4,294-4,294-100%$177.2K———
UBS Asset Management Americas LLC
N/A—4,252-4,252-100%$175.4K———
Innovative Asset Advisors Group, LLC
N/A—3,989-3,989-100%$164.6K———
Morgan Stanley
N/A—1,313-1,313-100%$54.2K———
JPMorgan Chase & Co
N/A—1,301-1,301-100%$53.9K———
Crewe Advisors LLC
N/A—945-945-100%$39.0K———
Smartleaf Asset Management LLC
N/A—563-563-100%$23.3K———
Franklin Resources Inc
N/A—550-550-100%$22.7K———
Orion Capital Management LLC
N/A—255-255-100%$10.5K———
Qube Research & Technologies Ltd
N/A—122-122-100%$5.0K———
AE Wealth Management LLC
N/A—99-99-100%$4.1K———
Ameriflex Group, Inc.
N/A—63-63-100%$2.6K———
Global Retirement Partners, LLC
N/A—1-1-100%$41———
Showing 180 of 180 institutions