Flexshares Morningstar US MA (TILT)

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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Commonwealth Equity Services, LLC

DECREASED

Shares75,230 from 103,056

Change-27,826 (-27%)

Value$20.9M (-$7.6M)

Filed 2026-11-02

RVW Wealth, LLC

DECREASED

Shares68,171 from 68,346

Change-175 (0%)

Value$18.9M (+$34.0K)

Filed 2026-10-06

Creative Planning

DECREASED

Shares63,166 from 63,972

Change-806 (-1%)

Value$17.5M (-$146.4K)

Filed 2026-11-02

Sageworth Trust Co

UNCHANGED

Shares62,456 from 62,456

Change0 (0%)

Value$17.3M (+$75.3K)

Filed 2026-10-30

LPL Financial LLC

INCREASED

Shares31,840 from 30,991

Change+849 (+3%)

Value$8.8M (+$272.7K)

Filed 2026-11-06

Sentinel Trust Co LBA

UNCHANGED

Shares25,614 from 25,614

Change0 (0%)

Value$7.1M (+$7.1M)

Filed 2026-11-03

Greenspring Advisors, LLC

INCREASED

Shares24,840 from 24,183

Change+657 (+3%)

Value$6.9M (+$211.3K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares19,761 from 20,895

Change-1,134 (-5%)

Value$5.5M (-$290.0K)

Filed 2026-11-02

Goldstein Advisors, LLC

DECREASED

Shares13,270 from 13,748

Change-478 (-3%)

Value$3.7M (-$116.0K)

Filed 2026-10-15

Assetmark, Inc

DECREASED

Shares13,042 from 13,930

Change-888 (-6%)

Value$3.6M (-$229.5K)

Filed 2026-10-21

Ballentine Capital Advisors, Inc

DECREASED

Shares11,581 from 11,642

Change-61 (-1%)

Value$3.2M (-$2.9K)

Filed 2026-10-14

Trace Wealth Advisors, LLC

DECREASED

Shares11,404 from 24,508

Change-13,104 (-53%)

Value$3.2M (-$3.6M)

Filed 2026-10-30

Discipline Wealth Solutions, LLC

DECREASED

Shares10,561 from 10,610

Change-49 (0%)

Value$2.9M (-$536)

Filed 2026-10-14

AMG National Trust Bank

UNCHANGED

Shares10,338 from 10,338

Change0 (0%)

Value$2.9M (+$12.5K)

Filed 2026-11-05

Victory Financial Group, LLC

INCREASED

Shares7,728 from 4,667

Change+3,061 (+66%)

Value$2.1M (+$854.4K)

Filed 2026-10-27

Indivisible Partners

UNCHANGED

Shares6,812 from 6,812

Change0 (0%)

Value$1.9M (+$8.2K)

Filed 2026-10-26

Vise Technologies, Inc.

INCREASED

Shares5,993 from 3,606

Change+2,387 (+66%)

Value$1.7M (+$666.2K)

Filed 2026-10-29

Greenfield Savings Bank

UNCHANGED

Shares5,460 from 5,460

Change0 (0%)

Value$1.5M (+$6.6K)

Filed 2026-10-07

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$1.3M (+$13.5K)

Filed 2026-10-13

WealthPlan Investment Management, LLC

DECREASED

Shares3,911 from 4,506

Change-595 (-13%)

Value$1.1M (-$159.5K)

Filed 2026-10-15

Lido Advisors, LLC

UNCHANGED

Shares3,839 from 3,839

Change0 (0%)

Value$1.1M (+$4.6K)

Filed 2026-11-04

Kestra Advisory Services, LLC

INCREASED

Shares3,605 from 2,667

Change+938 (+35%)

Value$999.7K (+$263.4K)

Filed 2026-11-02

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares3,538 from 3,538

Change0 (0%)

Value$981.0K (+$4.3K)

Filed 2026-11-04

Keybank National Association

UNCHANGED

Shares3,288 from 3,288

Change0 (0%)

Value$911.7K (+$4.0K)

Filed 2026-11-04

UMB Bank, n.a.

UNCHANGED

Shares2,936 from 2,936

Change0 (0%)

Value$814.1K (+$3.5K)

Filed 2026-11-06

Bokf, NA

UNCHANGED

Shares2,802 from 2,802

Change0 (0%)

Value$776.9K (+$3.4K)

Filed 2026-10-27

Parkside Financial Bank & Trust

NEW

Shares2,670

Change+2,670

Value$740.3K

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares2,596 from 2,596

Change0 (0%)

Value$716.7K ($0)

Filed 2026-11-06

SeaCrest Wealth Management, LLC

INCREASED

Shares2,143 from 1,633

Change+510 (+31%)

Value$594.2K (+$143.4K)

Filed 2026-10-21

Essex Bank

UNCHANGED

Shares2,045 from 2,045

Change0 (0%)

Value$567.0K (+$2.5K)

Filed 2026-10-16

Park National Corp

DECREASED

Shares2,020 from 2,612

Change-592 (-23%)

Value$560.1K (-$161.0K)

Filed 2026-10-05

Kings Path Partners LLC

DECREASED

Shares1,985 from 2,030

Change-45 (-2%)

Value$550.4K (-$10.0K)

Filed 2026-10-21

AWM Capital, LLC

INCREASED

Shares1,956 from 1,951

Change+5 (+0%)

Value$542.4K (+$3.8K)

Filed 2026-10-16

Ejmk Ventures LLC

DECREASED

Shares1,730 from 1,789

Change-59 (-3%)

Value$479.7K (-$14.2K)

Filed 2026-10-21

Angeles Wealth Management, LLC

UNCHANGED

Shares1,724 from 1,724

Change0 (0%)

Value$478.0K (+$2.1K)

Filed 2026-10-26

Vaquero Private Wealth, LTD

UNCHANGED

Shares1,700 from 1,700

Change0 (0%)

Value$471.4K (+$2.1K)

Filed 2026-10-27

Thrivent Financial for Lutherans

UNCHANGED

Shares1,676 from 1,676

Change0 (0%)

Value$466.0K (+$3.0K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

INCREASED

Shares1,532 from 732

Change+800 (+109%)

Value$424.8K (+$222.7K)

Filed 2026-11-06

Quadrant Capital Group LLC

UNCHANGED

Shares1,490 from 1,490

Change0 (0%)

Value$420.4K (+$9.1K)

Filed 2026-10-20

Bank of New York Mellon Corp

UNCHANGED

Shares1,345 from 1,345

Change0 (0%)

Value$373.0K (+$1.6K)

Filed 2026-11-05

Orca Investment Management, LLC

DECREASED

Shares1,140 from 1,195

Change-55 (-5%)

Value$316.0K (-$13.8K)

Filed 2026-10-29

Valeo Financial Advisors, LLC

INCREASED

Shares1,059 from 1,056

Change+3 (+0%)

Value$293.6K (+$2.0K)

Filed 2026-10-08

Merit Financial Group, LLC

NEW

Shares1,003

Change+1,003

Value$278.1K

Filed 2026-11-06

First Heartland Consultants, Inc.

INCREASED

Shares871 from 807

Change+64 (+8%)

Value$241.5K (+$18.7K)

Filed 2026-10-08

Atria Investments, Inc

INCREASED

Shares871 from 807

Change+64 (+8%)

Value$241.5K (+$18.7K)

Filed 2026-10-15

MKT Advisors LLC

UNCHANGED

Shares839 from 839

Change0 (0%)

Value$235.7K (+$3.9K)

Filed 2026-10-20

Gilbert Capital Group, Inc.

NEW

Shares817

Change+817

Value$226.5K

Filed 2026-10-28

CoreCap Advisors, LLC

DECREASED

Shares747 from 749

Change-2 (0%)

Value$207.1K (+$349)

Filed 2026-10-08

Trifecta Capital Advisors, LLC

UNCHANGED

Shares713 from 713

Change0 (0%)

Value$197.7K (+$860)

Filed 2026-10-21

Versant Capital Management, Inc

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$166.4K (+$724)

Filed 2026-10-02

West Paces Advisors Inc.

UNCHANGED

Shares243 from 243

Change0 (0%)

Value$67.4K (+$293)

Filed 2026-10-13

Golden State Wealth Management, LLC

UNCHANGED

Shares227 from 227

Change0 (0%)

Value$63.2K (+$275)

Filed 2026-11-02

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares121 from 121

Change0 (0%)

Value$33.6K (+$146)

Filed 2026-10-23

Highline Wealth Partners LLC

UNCHANGED

Shares112 from 112

Change0 (0%)

Value$31.1K (+$135)

Filed 2026-10-19

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$7.2K (+$32)

Filed 2026-10-15

IFP Advisors, Inc

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$5.5K (+$25)

Filed 2026-10-16

Cornerstone National Bank & Trust Co

NEW

Shares18

Change+18

Value$5.0K

Filed 2026-10-20

Creative Financial Designs Inc

INCREASED

Shares9 from 5

Change+4 (+80%)

Value$2.5K (+$1.1K)

Filed 2026-11-04

VestGen Advisors, LLC

CLOSED

Shares0 from 2,560

Change-2,560 (-100%)

Value$0 (-$706.7K)

Filed 2026-10-27

Wealth Architects, LLC

CLOSED

Shares0 from 1,448

Change-1,448 (-100%)

Value$0 (-$399.7K)

Filed 2026-11-03

US Bancorp \de\

CLOSED

Shares0 from 1,337

Change-1,337 (-100%)

Value$0 (-$369.1K)

Filed 2026-11-05

Gill Capital Partners, LLC

CLOSED

Shares0 from 257

Change-257 (-100%)

Value$0 (-$71.0K)

Filed 2026-10-13

Cornerstone Planning Group LLC

CLOSED

Shares0 from 154

Change-154 (-100%)

Value$0 (-$42.5K)

Filed 2026-10-16

Northern Trust Corp

N/A

Shares— from 5,928,086

Change-5,928,086 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 179,359

Change-179,359 (-100%)

Value—

Capstone Financial Advisors, Inc.

N/A

Shares— from 158,287

Change-158,287 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 137,753

Change-137,753 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 62,120

Change-62,120 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 44,041

Change-44,041 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 35,684

Change-35,684 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 28,830

Change-28,830 (-100%)

Value—

UBS Group AG

N/A

Shares— from 19,621

Change-19,621 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17,277

Change-17,277 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,122

Change-12,122 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 11,959

Change-11,959 (-100%)

Value—

Bridges Investment Management Inc

N/A

Shares— from 10,117

Change-10,117 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,790

Change-7,790 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 6,768

Change-6,768 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 6,681

Change-6,681 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 6,592

Change-6,592 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 5,583

Change-5,583 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,390

Change-5,390 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 4,243

Change-4,243 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 3,770

Change-3,770 (-100%)

Value—

Fiducient Advisors LLC

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,311

Change-3,311 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 2,900

Change-2,900 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 2,857

Change-2,857 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2,745

Change-2,745 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 2,550

Change-2,550 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 2,477

Change-2,477 (-100%)

Value—

VestGen Investment Management

N/A

Shares— from 2,142

Change-2,142 (-100%)

Value—

Portland Global Advisors LLC

N/A

Shares— from 2,021

Change-2,021 (-100%)

Value—

Emerald Investment Advisers, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,945

Change-1,945 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 1,910

Change-1,910 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,827

Change-1,827 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 1,718

Change-1,718 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,667

Change-1,667 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 1,480

Change-1,480 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,384

Change-1,384 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,361

Change-1,361 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 1,216

Change-1,216 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 1,194

Change-1,194 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 1,194

Change-1,194 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,021

Change-1,021 (-100%)

Value—

L & S Advisors Inc

N/A

Shares— from 1,017

Change-1,017 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 1,005

Change-1,005 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 981

Change-981 (-100%)

Value—

Wealth Advisors of Tampa Bay, LLC

N/A

Shares— from 916

Change-916 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 883

Change-883 (-100%)

Value—

FMR LLC

N/A

Shares— from 829

Change-829 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 817

Change-817 (-100%)

Value—

Geometric Wealth Advisors

N/A

Shares— from 814

Change-814 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 770

Change-770 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 755

Change-755 (-100%)

Value—

CNB Bank

N/A

Shares— from 644

Change-644 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 440

Change-440 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 186

Change-186 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 125

Change-125 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 76

Change-76 (-100%)

Value—

Marquette Associates, Inc.

N/A

Shares— from 55

Change-55 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	75,230	103,056	-27,826	-27%	$28.5M	$20.9M	-$7.6M	2026-11-02
RVW Wealth, LLC	DECREASED	68,171	68,346	-175	0%	$18.9M	$18.9M	+$34.0K	2026-10-06
Creative Planning	DECREASED	63,166	63,972	-806	-1%	$17.7M	$17.5M	-$146.4K	2026-11-02
Sageworth Trust Co	UNCHANGED	62,456	62,456	0	0%	$17.2M	$17.3M	+$75.3K	2026-10-30
LPL Financial LLC	INCREASED	31,840	30,991	+849	+3%	$8.6M	$8.8M	+$272.7K	2026-11-06
Sentinel Trust Co LBA	UNCHANGED	25,614	25,614	0	0%	$7.1K	$7.1M	+$7.1M	2026-11-03
Greenspring Advisors, LLC	INCREASED	24,840	24,183	+657	+3%	$6.7M	$6.9M	+$211.3K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	19,761	20,895	-1,134	-5%	$5.8M	$5.5M	-$290.0K	2026-11-02
Goldstein Advisors, LLC	DECREASED	13,270	13,748	-478	-3%	$3.8M	$3.7M	-$116.0K	2026-10-15
Assetmark, Inc	DECREASED	13,042	13,930	-888	-6%	$3.8M	$3.6M	-$229.5K	2026-10-21
Ballentine Capital Advisors, Inc	DECREASED	11,581	11,642	-61	-1%	$3.2M	$3.2M	-$2.9K	2026-10-14
Trace Wealth Advisors, LLC	DECREASED	11,404	24,508	-13,104	-53%	$6.8M	$3.2M	-$3.6M	2026-10-30
Discipline Wealth Solutions, LLC	DECREASED	10,561	10,610	-49	0%	$2.9M	$2.9M	-$536	2026-10-14
AMG National Trust Bank	UNCHANGED	10,338	10,338	0	0%	$2.9M	$2.9M	+$12.5K	2026-11-05
Victory Financial Group, LLC	INCREASED	7,728	4,667	+3,061	+66%	$1.3M	$2.1M	+$854.4K	2026-10-27
Indivisible Partners	UNCHANGED	6,812	6,812	0	0%	$1.9M	$1.9M	+$8.2K	2026-10-26
Vise Technologies, Inc.	INCREASED	5,993	3,606	+2,387	+66%	$995.5K	$1.7M	+$666.2K	2026-10-29
Greenfield Savings Bank	UNCHANGED	5,460	5,460	0	0%	$1.5M	$1.5M	+$6.6K	2026-10-07
Wealth Enhancement Advisory Services, LLC	UNCHANGED	4,500	4,500	0	0%	$1.3M	$1.3M	+$13.5K	2026-10-13
WealthPlan Investment Management, LLC	DECREASED	3,911	4,506	-595	-13%	$1.2M	$1.1M	-$159.5K	2026-10-15
Lido Advisors, LLC	UNCHANGED	3,839	3,839	0	0%	$1.1M	$1.1M	+$4.6K	2026-11-04
Kestra Advisory Services, LLC	INCREASED	3,605	2,667	+938	+35%	$736.3K	$999.7K	+$263.4K	2026-11-02
Plante Moran Financial Advisors, LLC	UNCHANGED	3,538	3,538	0	0%	$976.7K	$981.0K	+$4.3K	2026-11-04
Keybank National Association	UNCHANGED	3,288	3,288	0	0%	$907.7K	$911.7K	+$4.0K	2026-11-04
UMB Bank, n.a.	UNCHANGED	2,936	2,936	0	0%	$810.5K	$814.1K	+$3.5K	2026-11-06
Bokf, NA	UNCHANGED	2,802	2,802	0	0%	$773.5K	$776.9K	+$3.4K	2026-10-27
Parkside Financial Bank & Trust	NEW	2,670	—	+2,670	—	—	$740.3K	—	2026-10-27
Allworth Financial LP	UNCHANGED	2,596	2,596	0	0%	$716.7K	$716.7K	$0	2026-11-06
SeaCrest Wealth Management, LLC	INCREASED	2,143	1,633	+510	+31%	$450.8K	$594.2K	+$143.4K	2026-10-21
Essex Bank	UNCHANGED	2,045	2,045	0	0%	$564.5K	$567.0K	+$2.5K	2026-10-16
Park National Corp	DECREASED	2,020	2,612	-592	-23%	$721.1K	$560.1K	-$161.0K	2026-10-05
Kings Path Partners LLC	DECREASED	1,985	2,030	-45	-2%	$560.4K	$550.4K	-$10.0K	2026-10-21
AWM Capital, LLC	INCREASED	1,956	1,951	+5	+0%	$538.6K	$542.4K	+$3.8K	2026-10-16
Ejmk Ventures LLC	DECREASED	1,730	1,789	-59	-3%	$493.9K	$479.7K	-$14.2K	2026-10-21
Angeles Wealth Management, LLC	UNCHANGED	1,724	1,724	0	0%	$475.9K	$478.0K	+$2.1K	2026-10-26
Vaquero Private Wealth, LTD	UNCHANGED	1,700	1,700	0	0%	$469.3K	$471.4K	+$2.1K	2026-10-27
Thrivent Financial for Lutherans	UNCHANGED	1,676	1,676	0	0%	$463.0K	$466.0K	+$3.0K	2026-11-05
PNC Financial Services Group, Inc.	INCREASED	1,532	732	+800	+109%	$202.1K	$424.8K	+$222.7K	2026-11-06
Quadrant Capital Group LLC	UNCHANGED	1,490	1,490	0	0%	$411.3K	$420.4K	+$9.1K	2026-10-20
Bank of New York Mellon Corp	UNCHANGED	1,345	1,345	0	0%	$371.4K	$373.0K	+$1.6K	2026-11-05
Orca Investment Management, LLC	DECREASED	1,140	1,195	-55	-5%	$329.8K	$316.0K	-$13.8K	2026-10-29
Valeo Financial Advisors, LLC	INCREASED	1,059	1,056	+3	+0%	$291.6K	$293.6K	+$2.0K	2026-10-08
Merit Financial Group, LLC	NEW	1,003	—	+1,003	—	—	$278.1K	—	2026-11-06
First Heartland Consultants, Inc.	INCREASED	871	807	+64	+8%	$222.8K	$241.5K	+$18.7K	2026-10-08
Atria Investments, Inc	INCREASED	871	807	+64	+8%	$222.8K	$241.5K	+$18.7K	2026-10-15
MKT Advisors LLC	UNCHANGED	839	839	0	0%	$231.7K	$235.7K	+$3.9K	2026-10-20
Gilbert Capital Group, Inc.	NEW	817	—	+817	—	—	$226.5K	—	2026-10-28
CoreCap Advisors, LLC	DECREASED	747	749	-2	0%	$206.8K	$207.1K	+$349	2026-10-08
Trifecta Capital Advisors, LLC	UNCHANGED	713	713	0	0%	$196.8K	$197.7K	+$860	2026-10-21
Versant Capital Management, Inc	UNCHANGED	600	600	0	0%	$165.6K	$166.4K	+$724	2026-10-02
West Paces Advisors Inc.	UNCHANGED	243	243	0	0%	$67.1K	$67.4K	+$293	2026-10-13
Golden State Wealth Management, LLC	UNCHANGED	227	227	0	0%	$62.9K	$63.2K	+$275	2026-11-02
Wilmington Savings Fund Society, FSB	UNCHANGED	121	121	0	0%	$33.4K	$33.6K	+$146	2026-10-23
Highline Wealth Partners LLC	UNCHANGED	112	112	0	0%	$30.9K	$31.1K	+$135	2026-10-19
Cherry Tree Wealth Management, LLC	UNCHANGED	26	26	0	0%	$7.2K	$7.2K	+$32	2026-10-15
IFP Advisors, Inc	UNCHANGED	20	20	0	0%	$5.5K	$5.5K	+$25	2026-10-16
Cornerstone National Bank & Trust Co	NEW	18	—	+18	—	—	$5.0K	—	2026-10-20
Creative Financial Designs Inc	INCREASED	9	5	+4	+80%	$1.4K	$2.5K	+$1.1K	2026-11-04
VestGen Advisors, LLC	CLOSED	0	2,560	-2,560	-100%	$706.7K	$0	-$706.7K	2026-10-27
Wealth Architects, LLC	CLOSED	0	1,448	-1,448	-100%	$399.7K	$0	-$399.7K	2026-11-03
US Bancorp \de\	CLOSED	0	1,337	-1,337	-100%	$369.1K	$0	-$369.1K	2026-11-05
Gill Capital Partners, LLC	CLOSED	0	257	-257	-100%	$71.0K	$0	-$71.0K	2026-10-13
Cornerstone Planning Group LLC	CLOSED	0	154	-154	-100%	$42.5K	$0	-$42.5K	2026-10-16
Northern Trust Corp	N/A	—	5,928,086	-5,928,086	-100%	$1.6B	—	—	—
Morgan Stanley	N/A	—	179,359	-179,359	-100%	$49.5M	—	—	—
Capstone Financial Advisors, Inc.	N/A	—	158,287	-158,287	-100%	$43.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	137,753	-137,753	-100%	$38.0M	—	—	—
SageView Advisory Group, LLC	N/A	—	62,120	-62,120	-100%	$17.1M	—	—	—
MML Investors Services, LLC	N/A	—	44,041	-44,041	-100%	$12.2M	—	—	—
MAI Capital Management	N/A	—	35,684	-35,684	-100%	$9.9M	—	—	—
Cetera Investment Advisers	N/A	—	28,830	-28,830	-100%	$8.0M	—	—	—
UBS Group AG	N/A	—	19,621	-19,621	-100%	$5.4M	—	—	—
Wells Fargo & Company	N/A	—	17,277	-17,277	-100%	$4.8M	—	—	—
Royal Bank of Canada	N/A	—	12,122	-12,122	-100%	$3.3M	—	—	—
Bank of Montreal	N/A	—	11,959	-11,959	-100%	$3.3M	—	—	—
Bridges Investment Management Inc	N/A	—	10,117	-10,117	-100%	$2.8M	—	—	—
Raymond James Financial Inc	N/A	—	7,790	-7,790	-100%	$2.2M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	6,768	-6,768	-100%	$1.9M	—	—	—
Bessemer Group Inc	N/A	—	6,681	-6,681	-100%	$1.8M	—	—	—
Wealthspire Advisors, LLC	N/A	—	6,592	-6,592	-100%	$1.8M	—	—	—
Bank of America Corp	N/A	—	5,583	-5,583	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	5,390	-5,390	-100%	$1.5M	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	4,243	-4,243	-100%	$1.2M	—	—	—
Rothschild Wealth LLC	N/A	—	3,770	-3,770	-100%	$1.0M	—	—	—
Fiducient Advisors LLC	N/A	—	3,500	-3,500	-100%	$966.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,311	-3,311	-100%	$914.0K	—	—	—
Zacks Investment Management	N/A	—	2,900	-2,900	-100%	$800.6K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	2,857	-2,857	-100%	$788.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2,745	-2,745	-100%	$757.8K	—	—	—
Flow Traders U.S. LLC	N/A	—	2,550	-2,550	-100%	$704.0K	—	—	—
Citadel Advisors LLC	N/A	—	2,477	-2,477	-100%	$683.8K	—	—	—
VestGen Investment Management	N/A	—	2,142	-2,142	-100%	$591.3K	—	—	—
Portland Global Advisors LLC	N/A	—	2,021	-2,021	-100%	$557.9K	—	—	—
Emerald Investment Advisers, LLC	N/A	—	2,000	-2,000	-100%	$552.6K	—	—	—
Captrust Financial Advisors	N/A	—	1,945	-1,945	-100%	$537.0K	—	—	—
Mariner, LLC	N/A	—	1,910	-1,910	-100%	$527.4K	—	—	—
AQR Capital Management LLC	N/A	—	1,827	-1,827	-100%	$504.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	1,800	-1,800	-100%	$496.9K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	1,718	-1,718	-100%	$474.3K	—	—	—
Jane Street Group, LLC	N/A	—	1,667	-1,667	-100%	$460.2K	—	—	—
Baird Financial Group, Inc.	N/A	—	1,480	-1,480	-100%	$408.6K	—	—	—
Cerity Partners LLC	N/A	—	1,400	-1,400	-100%	$386.5K	—	—	—
Blair William & Co	N/A	—	1,384	-1,384	-100%	$382.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,361	-1,361	-100%	$375.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	1,216	-1,216	-100%	$335.7K	—	—	—
World Investment Advisors	N/A	—	1,194	-1,194	-100%	$288.2K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	1,194	-1,194	-100%	$329.6K	—	—	—
Ameriprise Financial Inc	N/A	—	1,021	-1,021	-100%	$281.9K	—	—	—
L & S Advisors Inc	N/A	—	1,017	-1,017	-100%	$280.8K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	1,005	-1,005	-100%	$277.4K	—	—	—
M&T Bank Corp	N/A	—	981	-981	-100%	$270.8K	—	—	—
Wealth Advisors of Tampa Bay, LLC	N/A	—	916	-916	-100%	$252.9K	—	—	—
Harbour Investments, Inc.	N/A	—	883	-883	-100%	$243.8K	—	—	—
FMR LLC	N/A	—	829	-829	-100%	$228.9K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	817	-817	-100%	$225.6K	—	—	—
Geometric Wealth Advisors	N/A	—	814	-814	-100%	$224.7K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	800	-800	-100%	$220.9K	—	—	—
Caprock Group, LLC	N/A	—	770	-770	-100%	$212.6K	—	—	—
Private Advisor Group, LLC	N/A	—	755	-755	-100%	$208.4K	—	—	—
CNB Bank	N/A	—	644	-644	-100%	$177.8K	—	—	—
GeoWealth Management, LLC	N/A	—	440	-440	-100%	$121.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	186	-186	-100%	$51.3K	—	—	—
Regatta Research & Money Management	N/A	—	125	-125	-100%	$34.5K	—	—	—
JPMorgan Chase & Co	N/A	—	100	-100	-100%	$27.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	76	-76	-100%	$21.0K	—	—	—
Marquette Associates, Inc.	N/A	—	55	-55	-100%	$15.2K	—	—	—

Showing 126 of 126 institutions