TCW Transform 500 ETF (VOTE)

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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PNC Financial Services Group, Inc.

DECREASED

Shares1,196,112 from 1,199,264

Change-3,152 (0%)

Value$107.7M (+$2.0M)

Filed 2026-11-06

Angeles Investment Advisors, LLC

DECREASED

Shares817,456 from 889,414

Change-71,958 (-8%)

Value$73.6M (-$4.8M)

Filed 2026-10-22

Thrivent Financial for Lutherans

INCREASED

Shares798,784 from 790,935

Change+7,849 (+1%)

Value$72.0M (+$2.2M)

Filed 2026-11-05

Fund Evaluation Group, LLC

DECREASED

Shares494,510 from 512,574

Change-18,064 (-4%)

Value$44.5M (-$658.4K)

Filed 2026-11-05

Aspiriant, LLC

INCREASED

Shares192,986 from 167,619

Change+25,367 (+15%)

Value$17.4M (+$2.6M)

Filed 2026-10-16

Ethic Inc.

DECREASED

Shares185,005 from 194,114

Change-9,109 (-5%)

Value$16.7M (-$453.6K)

Filed 2026-11-03

Values Added Financial LLC

INCREASED

Shares90,625 from 85,748

Change+4,877 (+6%)

Value$8.2M (+$601.2K)

Filed 2026-10-28

Jordan Park Group LLC

INCREASED

Shares79,644 from 16,522

Change+63,122 (+382%)

Value$7.2M (+$5.7M)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares59,106 from 64,726

Change-5,620 (-9%)

Value$5.3M (-$384.0K)

Filed 2026-11-02

Financial Insights, Inc.

INCREASED

Shares48,498 from 46,806

Change+1,692 (+4%)

Value$4.4M (+$240.8K)

Filed 2026-10-27

A&I Financial Services, LLC

INCREASED

Shares44,238 from 42,458

Change+1,780 (+4%)

Value$4.0M (+$240.4K)

Filed 2026-10-15

Fairman Group, LLC

INCREASED

Shares39,581 from 21,118

Change+18,463 (+87%)

Value$3.6M (+$1.7M)

Filed 2026-10-26

Bank of New York Mellon Corp

DECREASED

Shares38,554 from 40,133

Change-1,579 (-4%)

Value$3.5M (-$66.3K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares27,979 from 27,607

Change+372 (+1%)

Value$2.5M (+$85.6K)

Filed 2026-11-06

Brighton Jones LLC

INCREASED

Shares21,897 from 21,818

Change+79 (+0%)

Value$2.0M (+$48.3K)

Filed 2026-11-03

St. Louis Trust Co

NEW

Shares21,128

Change+21,128

Value$1.9M

Filed 2026-11-03

Kestra Advisory Services, LLC

DECREASED

Shares18,837 from 18,856

Change-19 (0%)

Value$1.7M (+$33.9K)

Filed 2026-11-02

Mission Wealth Management, LP

UNCHANGED

Shares16,636 from 16,636

Change0 (0%)

Value$1.5M (+$31.4K)

Filed 2026-10-15

Phoenix Wealth Advisors

DECREASED

Shares15,672 from 16,024

Change-352 (-2%)

Value$1.4M (-$1.4K)

Filed 2026-11-03

Etesian Wealth Advisors, Inc.

UNCHANGED

Shares13,489 from 13,489

Change0 (0%)

Value$1.2M (+$25.5K)

Filed 2026-10-27

Sage Advisory Services, Ltd.Co.

DECREASED

Shares10,356 from 10,361

Change-5 (0%)

Value$933.0K (+$19.0K)

Filed 2026-10-29

Breakwater Investment Management

DECREASED

Shares10,060 from 10,212

Change-152 (-1%)

Value$906.0K (+$5.6K)

Filed 2026-10-20

Creative Planning

DECREASED

Shares9,805 from 10,126

Change-321 (-3%)

Value$883.0K (-$9.8K)

Filed 2026-11-02

Diversified Trust Co

UNCHANGED

Shares9,578 from 9,578

Change0 (0%)

Value$862.6K (+$18.1K)

Filed 2026-11-06

Valeo Financial Advisors, LLC

UNCHANGED

Shares8,451 from 8,451

Change0 (0%)

Value$761.1K (+$16.0K)

Filed 2026-10-08

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares8,309 from 8,309

Change0 (0%)

Value$748.3K (+$15.7K)

Filed 2026-11-03

Advisor OS, LLC

INCREASED

Shares7,955 from 7,935

Change+20 (+0%)

Value$716.4K (+$16.8K)

Filed 2026-11-03

Rainier Family Wealth Inc

DECREASED

Shares5,316 from 5,420

Change-104 (-2%)

Value$478.8K (+$875)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares5,028 from 5,054

Change-26 (-1%)

Value$452.9K (+$7.2K)

Filed 2026-11-02

StoneX Group Inc.

NEW

Shares4,970

Change+4,970

Value$447.1K

Filed 2026-11-03

Pearl Planning LLC

UNCHANGED

Shares4,761 from 4,761

Change0 (0%)

Value$428.8K (+$9.0K)

Filed 2026-10-13

Ridgecrest Wealth Partners, LLC

DECREASED

Shares4,070 from 4,110

Change-40 (-1%)

Value$366.5K (+$4.2K)

Filed 2026-10-19

Sage Mountain Advisors LLC

UNCHANGED

Shares3,691 from 3,691

Change0 (0%)

Value$332.4K (+$7.0K)

Filed 2026-11-02

GC Wealth Management RIA, LLC

NEW

Shares3,648

Change+3,648

Value$328.5K

Filed 2026-11-02

DWR Wealth Management, LLC

INCREASED

Shares3,612 from 3,289

Change+323 (+10%)

Value$325.6K (+$38.2K)

Filed 2026-10-13

Krilogy Financial LLC

INCREASED

Shares3,358 from 3,350

Change+8 (+0%)

Value$308.3K (+$13.0K)

Filed 2026-10-13

Rossby Financial, LCC

DECREASED

Shares2,881 from 2,935

Change-54 (-2%)

Value$259.5K (+$682)

Filed 2026-11-05

Ledyard National Bank

NEW

Shares2,567

Change+2,567

Value$231.2K

Filed 2026-10-21

Wolff Wiese Magana LLC

UNCHANGED

Shares1,551 from 1,551

Change0 (0%)

Value$139.7K (+$2.9K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares1,349 from 1,179

Change+170 (+14%)

Value$121.5K (+$17.5K)

Filed 2026-10-08

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares923 from 923

Change0 (0%)

Value$83.1K (+$1.7K)

Filed 2026-10-29

Creative Financial Designs Inc

NEW

Shares663

Change+663

Value$59.7K

Filed 2026-11-04

Frankly Finances, LLC

UNCHANGED

Shares549 from 549

Change0 (0%)

Value$49.4K (+$1.0K)

Filed 2026-10-28

Russell Investments Group, Ltd.

DECREASED

Shares385 from 425

Change-40 (-9%)

Value$34.7K (-$2.8K)

Filed 2026-11-06

Downshift Financial, LLC

UNCHANGED

Shares252 from 252

Change0 (0%)

Value$22.7K (+$476)

Filed 2026-10-13

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares232 from 232

Change0 (0%)

Value$20.9K (+$438)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares218

Change+218

Value$19.7K

Filed 2026-10-21

Mather Group, Llc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$18.0K (+$378)

Filed 2026-10-14

Foresight Capital Management Advisors, Inc.

NEW

Shares193

Change+193

Value$17.4K

Filed 2026-10-27

Assetmark, Inc

INCREASED

Shares177 from 151

Change+26 (+17%)

Value$15.9K (+$2.6K)

Filed 2026-10-21

Maseco LLP

DECREASED

Shares136 from 181

Change-45 (-25%)

Value$12.2K (-$3.7K)

Filed 2026-10-27

GoalVest Advisory LLC

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$12.2K (+$255)

Filed 2026-10-02

Blueline Advisors LLC

INCREASED

Shares127 from 117

Change+10 (+9%)

Value$11.4K (+$1.2K)

Filed 2026-10-15

US Bancorp \de\

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.5K (+$95)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$882 ($0)

Filed 2026-11-06

Asset Dedication, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$541 (+$11)

Filed 2026-11-03

IFP Advisors, Inc

NEW

Shares2

Change+2

Value$180

Filed 2026-10-16

Golden State Wealth Management, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$92 (+$2)

Filed 2026-11-02

Silver Grove Financial Group, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$127 (+$7)

Filed 2026-11-05

Schneider Downs Wealth Management Advisors, LP

CLOSED

Shares0 from 3,175

Change-3,175 (-100%)

Value$0 (-$279.9K)

Filed 2026-10-27

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,452

Change-1,452 (-100%)

Value$0 (-$128.0K)

Filed 2026-10-15

Brooklyn FI, LLC

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$3.8K)

Filed 2026-11-05

CoreCap Advisors, LLC

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-08

Betterment LLC

N/A

Shares— from 1,620,553

Change-1,620,553 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 476,634

Change-476,634 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 391,401

Change-391,401 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 282,396

Change-282,396 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 211,498

Change-211,498 (-100%)

Value—

Dorsey & Whitney Trust Co LLC

N/A

Shares— from 186,983

Change-186,983 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 185,599

Change-185,599 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 160,262

Change-160,262 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 141,392

Change-141,392 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 123,719

Change-123,719 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 110,650

Change-110,650 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 63,084

Change-63,084 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 51,211

Change-51,211 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 46,340

Change-46,340 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 42,809

Change-42,809 (-100%)

Value—

Plum Street Advisors, LLC

N/A

Shares— from 33,640

Change-33,640 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 29,820

Change-29,820 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 18,747

Change-18,747 (-100%)

Value—

Hirtle & Co., LLC

N/A

Shares— from 16,911

Change-16,911 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 16,255

Change-16,255 (-100%)

Value—

Tolleson Wealth Management, Inc.

N/A

Shares— from 15,828

Change-15,828 (-100%)

Value—

Sonoma Allocations LLC

N/A

Shares— from 11,564

Change-11,564 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 11,137

Change-11,137 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 9,286

Change-9,286 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 8,420

Change-8,420 (-100%)

Value—

Premier Financial Group

N/A

Shares— from 8,089

Change-8,089 (-100%)

Value—

MJP Associates Inc

N/A

Shares— from 7,935

Change-7,935 (-100%)

Value—

Alpha Capital Advisors Inc

N/A

Shares— from 7,214

Change-7,214 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,724

Change-6,724 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 6,456

Change-6,456 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 5,899

Change-5,899 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 5,043

Change-5,043 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 4,649

Change-4,649 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 3,892

Change-3,892 (-100%)

Value—

Portland Global Advisors LLC

N/A

Shares— from 3,621

Change-3,621 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,986

Change-2,986 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,752

Change-2,752 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,589

Change-2,589 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 2,507

Change-2,507 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,248

Change-2,248 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 1,936

Change-1,936 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,006

Change-1,006 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 908

Change-908 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 855

Change-855 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 646

Change-646 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 513

Change-513 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 500

Change-500 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 420

Change-420 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 315

Change-315 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 248

Change-248 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 6

Change-6 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
PNC Financial Services Group, Inc.	DECREASED	1,196,112	1,199,264	-3,152	0%	$105.7M	$107.7M	+$2.0M	2026-11-06
Angeles Investment Advisors, LLC	DECREASED	817,456	889,414	-71,958	-8%	$78.4M	$73.6M	-$4.8M	2026-10-22
Thrivent Financial for Lutherans	INCREASED	798,784	790,935	+7,849	+1%	$69.7M	$72.0M	+$2.2M	2026-11-05
Fund Evaluation Group, LLC	DECREASED	494,510	512,574	-18,064	-4%	$45.2M	$44.5M	-$658.4K	2026-11-05
Aspiriant, LLC	INCREASED	192,986	167,619	+25,367	+15%	$14.8M	$17.4M	+$2.6M	2026-10-16
Ethic Inc.	DECREASED	185,005	194,114	-9,109	-5%	$17.1M	$16.7M	-$453.6K	2026-11-03
Values Added Financial LLC	INCREASED	90,625	85,748	+4,877	+6%	$7.6M	$8.2M	+$601.2K	2026-10-28
Jordan Park Group LLC	INCREASED	79,644	16,522	+63,122	+382%	$1.5M	$7.2M	+$5.7M	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	59,106	64,726	-5,620	-9%	$5.7M	$5.3M	-$384.0K	2026-11-02
Financial Insights, Inc.	INCREASED	48,498	46,806	+1,692	+4%	$4.1M	$4.4M	+$240.8K	2026-10-27
A&I Financial Services, LLC	INCREASED	44,238	42,458	+1,780	+4%	$3.7M	$4.0M	+$240.4K	2026-10-15
Fairman Group, LLC	INCREASED	39,581	21,118	+18,463	+87%	$1.9M	$3.6M	+$1.7M	2026-10-26
Bank of New York Mellon Corp	DECREASED	38,554	40,133	-1,579	-4%	$3.5M	$3.5M	-$66.3K	2026-11-05
LPL Financial LLC	INCREASED	27,979	27,607	+372	+1%	$2.4M	$2.5M	+$85.6K	2026-11-06
Brighton Jones LLC	INCREASED	21,897	21,818	+79	+0%	$1.9M	$2.0M	+$48.3K	2026-11-03
St. Louis Trust Co	NEW	21,128	—	+21,128	—	—	$1.9M	—	2026-11-03
Kestra Advisory Services, LLC	DECREASED	18,837	18,856	-19	0%	$1.7M	$1.7M	+$33.9K	2026-11-02
Mission Wealth Management, LP	UNCHANGED	16,636	16,636	0	0%	$1.5M	$1.5M	+$31.4K	2026-10-15
Phoenix Wealth Advisors	DECREASED	15,672	16,024	-352	-2%	$1.4M	$1.4M	-$1.4K	2026-11-03
Etesian Wealth Advisors, Inc.	UNCHANGED	13,489	13,489	0	0%	$1.2M	$1.2M	+$25.5K	2026-10-27
Sage Advisory Services, Ltd.Co.	DECREASED	10,356	10,361	-5	0%	$914.0K	$933.0K	+$19.0K	2026-10-29
Breakwater Investment Management	DECREASED	10,060	10,212	-152	-1%	$900.4K	$906.0K	+$5.6K	2026-10-20
Creative Planning	DECREASED	9,805	10,126	-321	-3%	$892.8K	$883.0K	-$9.8K	2026-11-02
Diversified Trust Co	UNCHANGED	9,578	9,578	0	0%	$844.5K	$862.6K	+$18.1K	2026-11-06
Valeo Financial Advisors, LLC	UNCHANGED	8,451	8,451	0	0%	$745.1K	$761.1K	+$16.0K	2026-10-08
Ashton Thomas Private Wealth, LLC	UNCHANGED	8,309	8,309	0	0%	$732.6K	$748.3K	+$15.7K	2026-11-03
Advisor OS, LLC	INCREASED	7,955	7,935	+20	+0%	$699.6K	$716.4K	+$16.8K	2026-11-03
Rainier Family Wealth Inc	DECREASED	5,316	5,420	-104	-2%	$477.9K	$478.8K	+$875	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	5,028	5,054	-26	-1%	$445.6K	$452.9K	+$7.2K	2026-11-02
StoneX Group Inc.	NEW	4,970	—	+4,970	—	—	$447.1K	—	2026-11-03
Pearl Planning LLC	UNCHANGED	4,761	4,761	0	0%	$419.8K	$428.8K	+$9.0K	2026-10-13
Ridgecrest Wealth Partners, LLC	DECREASED	4,070	4,110	-40	-1%	$362.4K	$366.5K	+$4.2K	2026-10-19
Sage Mountain Advisors LLC	UNCHANGED	3,691	3,691	0	0%	$325.4K	$332.4K	+$7.0K	2026-11-02
GC Wealth Management RIA, LLC	NEW	3,648	—	+3,648	—	—	$328.5K	—	2026-11-02
DWR Wealth Management, LLC	INCREASED	3,612	3,289	+323	+10%	$287.5K	$325.6K	+$38.2K	2026-10-13
Krilogy Financial LLC	INCREASED	3,358	3,350	+8	+0%	$295.4K	$308.3K	+$13.0K	2026-10-13
Rossby Financial, LCC	DECREASED	2,881	2,935	-54	-2%	$258.8K	$259.5K	+$682	2026-11-05
Ledyard National Bank	NEW	2,567	—	+2,567	—	—	$231.2K	—	2026-10-21
Wolff Wiese Magana LLC	UNCHANGED	1,551	1,551	0	0%	$136.8K	$139.7K	+$2.9K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	1,349	1,179	+170	+14%	$104.0K	$121.5K	+$17.5K	2026-10-08
Blue Bell Private Wealth Management, LLC	UNCHANGED	923	923	0	0%	$81.4K	$83.1K	+$1.7K	2026-10-29
Creative Financial Designs Inc	NEW	663	—	+663	—	—	$59.7K	—	2026-11-04
Frankly Finances, LLC	UNCHANGED	549	549	0	0%	$48.4K	$49.4K	+$1.0K	2026-10-28
Russell Investments Group, Ltd.	DECREASED	385	425	-40	-9%	$37.5K	$34.7K	-$2.8K	2026-11-06
Downshift Financial, LLC	UNCHANGED	252	252	0	0%	$22.2K	$22.7K	+$476	2026-10-13
Halbert Hargrove Global Advisors, LLC	UNCHANGED	232	232	0	0%	$20.5K	$20.9K	+$438	2026-10-16
Root Financial Partners, LLC	NEW	218	—	+218	—	—	$19.7K	—	2026-10-21
Mather Group, Llc.	UNCHANGED	200	200	0	0%	$17.6K	$18.0K	+$378	2026-10-14
Foresight Capital Management Advisors, Inc.	NEW	193	—	+193	—	—	$17.4K	—	2026-10-27
Assetmark, Inc	INCREASED	177	151	+26	+17%	$13.3K	$15.9K	+$2.6K	2026-10-21
Maseco LLP	DECREASED	136	181	-45	-25%	$15.9K	$12.2K	-$3.7K	2026-10-27
GoalVest Advisory LLC	UNCHANGED	135	135	0	0%	$11.9K	$12.2K	+$255	2026-10-02
Blueline Advisors LLC	INCREASED	127	117	+10	+9%	$10.3K	$11.4K	+$1.2K	2026-10-15
US Bancorp \de\	UNCHANGED	50	50	0	0%	$4.4K	$4.5K	+$95	2026-11-05
Allworth Financial LP	UNCHANGED	10	10	0	0%	$882	$882	$0	2026-11-06
Asset Dedication, LLC	UNCHANGED	6	6	0	0%	$530	$541	+$11	2026-11-03
IFP Advisors, Inc	NEW	2	—	+2	—	—	$180	—	2026-10-16
Golden State Wealth Management, LLC	UNCHANGED	1	1	0	0%	$90	$92	+$2	2026-11-02
Silver Grove Financial Group, Inc.	UNCHANGED	1	1	0	0%	$120	$127	+$7	2026-11-05
Schneider Downs Wealth Management Advisors, LP	CLOSED	0	3,175	-3,175	-100%	$279.9K	$0	-$279.9K	2026-10-27
AdvisorNet Financial, Inc	CLOSED	0	1,452	-1,452	-100%	$128.0K	$0	-$128.0K	2026-10-15
Brooklyn FI, LLC	CLOSED	0	43	-43	-100%	$3.8K	$0	-$3.8K	2026-11-05
CoreCap Advisors, LLC	CLOSED	0	34	-34	-100%	$3.0K	$0	-$3.0K	2026-10-08
Betterment LLC	N/A	—	1,620,553	-1,620,553	-100%	$142.9M	—	—	—
National Philanthropic Trust	N/A	—	476,634	-476,634	-100%	$42.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	391,401	-391,401	-100%	$34.5M	—	—	—
JPMorgan Chase & Co	N/A	—	282,396	-282,396	-100%	$24.7M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	211,498	-211,498	-100%	$18.6M	—	—	—
Dorsey & Whitney Trust Co LLC	N/A	—	186,983	-186,983	-100%	$16.5M	—	—	—
Bank of America Corp	N/A	—	185,599	-185,599	-100%	$16.4M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	160,262	-160,262	-100%	$14.1M	—	—	—
Morgan Stanley	N/A	—	141,392	-141,392	-100%	$12.5M	—	—	—
Mutual Advisors, LLC	N/A	—	123,719	-123,719	-100%	$10.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	110,650	-110,650	-100%	$9.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	63,084	-63,084	-100%	$5.6M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	51,211	-51,211	-100%	$4.5M	—	—	—
Modern Wealth Management, LLC	N/A	—	46,340	-46,340	-100%	$4.1M	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	42,809	-42,809	-100%	$3.8M	—	—	—
Plum Street Advisors, LLC	N/A	—	33,640	-33,640	-100%	$3.0M	—	—	—
Ballentine Partners, LLC	N/A	—	29,820	-29,820	-100%	$2.6M	—	—	—
Seeds Investor LLC	N/A	—	18,747	-18,747	-100%	$1.7M	—	—	—
Hirtle & Co., LLC	N/A	—	16,911	-16,911	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	16,255	-16,255	-100%	$1.4M	—	—	—
Tolleson Wealth Management, Inc.	N/A	—	15,828	-15,828	-100%	$1.4M	—	—	—
Sonoma Allocations LLC	N/A	—	11,564	-11,564	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	11,137	-11,137	-100%	$981.9K	—	—	—
Stifel Financial Corp	N/A	—	9,286	-9,286	-100%	$818.8K	—	—	—
Fiduciary Trust Co	N/A	—	8,420	-8,420	-100%	$742.4K	—	—	—
Premier Financial Group	N/A	—	8,089	-8,089	-100%	$713.2K	—	—	—
MJP Associates Inc	N/A	—	7,935	-7,935	-100%	$699.6K	—	—	—
Alpha Capital Advisors Inc	N/A	—	7,214	-7,214	-100%	$636.0K	—	—	—
FMR LLC	N/A	—	6,724	-6,724	-100%	$592.8K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	6,456	-6,456	-100%	$569.2K	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	5,899	-5,899	-100%	$520.1K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	5,043	-5,043	-100%	$444.7K	—	—	—
Caprock Group, LLC	N/A	—	4,649	-4,649	-100%	$409.9K	—	—	—
AQR Capital Management LLC	N/A	—	3,892	-3,892	-100%	$343.2K	—	—	—
Portland Global Advisors LLC	N/A	—	3,621	-3,621	-100%	$319.3K	—	—	—
UBS Group AG	N/A	—	2,986	-2,986	-100%	$263.3K	—	—	—
Raymond James Financial Inc	N/A	—	2,752	-2,752	-100%	$242.6K	—	—	—
Arax Advisory Partners	N/A	—	2,589	-2,589	-100%	$228.3K	—	—	—
EP Wealth Advisors, LLC	N/A	—	2,507	-2,507	-100%	$221.0K	—	—	—
Wells Fargo & Company	N/A	—	2,248	-2,248	-100%	$198.2K	—	—	—
Millstone Evans Group, LLC	N/A	—	1,936	-1,936	-100%	$170.7K	—	—	—
Capital Analysts, LLC	N/A	—	1,006	-1,006	-100%	$89.0K	—	—	—
Royal Bank of Canada	N/A	—	908	-908	-100%	$80.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	855	-855	-100%	$75.4K	—	—	—
SHP Wealth Management	N/A	—	646	-646	-100%	$57.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	513	-513	-100%	$45.2K	—	—	—
National Bank of Canada	N/A	—	500	-500	-100%	$44.0K	—	—	—
Napier Financial, LLC	N/A	—	420	-420	-100%	$37.0K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	315	-315	-100%	$27.8K	—	—	—
Vanguard Advisers Inc	N/A	—	248	-248	-100%	$21.9K	—	—	—
Bogart Wealth, LLC	N/A	—	84	-84	-100%	$7.4K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	44	-44	-100%	$3.9K	—	—	—
JPL Wealth Management, LLC	N/A	—	24	-24	-100%	$2.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	13	-13	-100%	$1.1K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	6	-6	-100%	$529	—	—	—
Dunhill Financial, LLC	N/A	—	5	-5	-100%	$440	—	—	—
Financial Life Planners	N/A	—	4	-4	-100%	$361	—	—	—

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