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Flexshares Iboxx 3-Year Targ (TDTT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bell Investment Advisors, Inc
INCREASED
Shares2,133,368 from 2,056,091
Change+77,277 (+4%)
Value$49.5M (+$386.3K)
Filed 2026-10-29
West Paces Advisors Inc.
DECREASED
Shares1,379,099 from 1,407,121
Change-28,022 (-2%)
Value$32.0M (-$1.6M)
Filed 2026-10-13
Boltwood Capital Management
DECREASED
Shares894,308 from 995,568
Change-101,260 (-10%)
Value$20.8M (-$3.0M)
Filed 2026-10-02
5th Street Advisors, LLC
INCREASED
Shares796,500 from 751,610
Change+44,890 (+6%)
Value$18.5M (+$527.7K)
Filed 2026-11-04
Valmark Advisers, Inc.
DECREASED
Shares467,736 from 484,847
Change-17,111 (-4%)
Value$10.9M (-$729.5K)
Filed 2026-11-06
Strategic Investment Management, LLC
INCREASED
Shares322,230 from 238,360
Change+83,870 (+35%)
Value$7.5M (+$1.8M)
Filed 2026-10-20
Klingman & Associates, LLC
DECREASED
Shares258,952 from 264,386
Change-5,434 (-2%)
Value$6.0M (-$307.3K)
Filed 2026-10-20
Herold Advisors, Inc.
NEW
Shares256,544
Change+256,544
Value$6.0M
Filed 2026-10-19
Lake Street Private Wealth, LLC
INCREASED
Shares229,670 from 200,569
Change+29,101 (+15%)
Value$5.3M (+$538.4K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares192,192 from 173,896
Change+18,296 (+11%)
Value$4.5M (+$305.8K)
Filed 2026-11-06
Moneco Advisors, LLC
INCREASED
Shares115,946 from 115,348
Change+598 (+1%)
Value$2.7M (-$65.1K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares106,475 from 119,642
Change-13,167 (-11%)
Value$2.5M (-$387.8K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares78,102 from 46,399
Change+31,703 (+68%)
Value$1.8M (+$704.5K)
Filed 2026-11-05
Lynx Investment Advisory
INCREASED
Shares75,167 from 69,588
Change+5,579 (+8%)
Value$1.7M (+$81.9K)
Filed 2026-10-27
Park National Corp
INCREASED
Shares70,052 from 62,576
Change+7,476 (+12%)
Value$1.6M (+$130.8K)
Filed 2026-10-05
CoreCap Advisors, LLC
INCREASED
Shares39,449 from 33,820
Change+5,629 (+17%)
Value$916.2K (+$107.6K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares39,004 from 807
Change+38,197 (+4733%)
Value$905.9K (+$886.6K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares37,486 from 36,664
Change+822 (+2%)
Value$870.6K (-$6.0K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares36,540 from 35,718
Change+822 (+2%)
Value$848.6K (-$5.4K)
Filed 2026-10-08
Courier Capital LLC
NEW
Shares32,873
Change+32,873
Value$763.5K
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares30,698 from 30,592
Change+106 (+0%)
Value$713.0K (-$18.0K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
DECREASED
Shares28,121 from 36,938
Change-8,817 (-24%)
Value$654.9K (-$219.2K)
Filed 2026-10-20
Simon Quick Advisors, LLC
DECREASED
Shares27,545 from 29,734
Change-2,189 (-7%)
Value$639.7K (-$71.2K)
Filed 2026-10-26
M.E. Allison & Co., Inc.
INCREASED
Shares19,387 from 19,313
Change+74 (+0%)
Value$450.3K (-$11.5K)
Filed 2026-10-09
Holcombe Financial, Inc.
INCREASED
Shares18,548 from 18,340
Change+208 (+1%)
Value$430.8K (-$7.7K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
UNCHANGED
Shares17,474 from 17,474
Change0 (0%)
Value$405.8K (-$12.0K)
Filed 2026-10-21
Wedbush Securities Inc
DECREASED
Shares16,835 from 16,906
Change-71 (0%)
Value$391.0K (-$13.0K)
Filed 2026-10-22
Alamar Capital Management, LLC
UNCHANGED
Shares13,752 from 13,752
Change0 (0%)
Value$319.4K (-$9.4K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares13,054 from 22,450
Change-9,396 (-42%)
Value$303.2K (-$233.6K)
Filed 2026-10-16
Archer Investment Corp
NEW
Shares12,950
Change+12,950
Value$300.8K
Filed 2026-11-05
Certuity, LLC
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$292.6K (-$8.6K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares12,579 from 9,814
Change+2,765 (+28%)
Value$292.1K (+$57.5K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares12,479 from 14,508
Change-2,029 (-14%)
Value$289.8K (-$57.1K)
Filed 2026-10-15
Highline Wealth Partners LLC
DECREASED
Shares12,157 from 16,421
Change-4,264 (-26%)
Value$282.3K (-$110.3K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
NEW
Shares11,500
Change+11,500
Value$267.1K
Filed 2026-10-23
Citizens Financial Group Inc
NEW
Shares10,274
Change+10,274
Value$238.6K
Filed 2026-10-23
Clifford Swan Investment Counsel LLC
NEW
Shares10,251
Change+10,251
Value$238.1K
Filed 2026-11-05
Lantern Wealth Advisors, LLC
NEW
Shares10,166
Change+10,166
Value$236.1K
Filed 2026-10-22
SVB Wealth LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$232.3K (-$6.9K)
Filed 2026-11-06
WealthPlan Investment Management, LLC
INCREASED
Shares9,668 from 9,401
Change+267 (+3%)
Value$224.5K (-$239)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares9,480 from 9,565
Change-85 (-1%)
Value$220.2K (-$8.5K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares9,180 from 11,778
Change-2,598 (-22%)
Value$213.2K (-$68.4K)
Filed 2026-11-05
Bank of New York Mellon Corp
NEW
Shares8,890
Change+8,890
Value$206.5K
Filed 2026-11-05
Caldwell Trust Co
UNCHANGED
Shares6,807 from 6,807
Change0 (0%)
Value$158.1K (-$4.7K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares6,449
Change+6,449
Value$149.8K
Filed 2026-10-30
Larson Financial Group LLC
NEW
Shares3,294
Change+3,294
Value$76.5K
Filed 2026-11-05
CX Institutional
INCREASED
Shares2,388 from 2,347
Change+41 (+2%)
Value$55 (-$1)
Filed 2026-10-02
Creative Financial Designs Inc
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$47.0K (-$1.4K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares2,000 from 8,044
Change-6,044 (-75%)
Value$46.5K (-$145.9K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares1,462 from 6,059
Change-4,597 (-76%)
Value$33.9K (-$110.9K)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$33.4K ($0)
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$13.4K (-$396)
Filed 2026-10-09
Gables Capital Management Inc.
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$12.5K (-$369)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$11.2K (-$330)
Filed 2026-11-02
Bank of New Hampshire
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$10.1K (-$298)
Filed 2026-10-06
Birchwood Financial Partners, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$8.7K (-$257)
Filed 2026-11-02
Activest Wealth Management
INCREASED
Shares344 from 338
Change+6 (+2%)
Value$8.0K (-$95)
Filed 2026-10-15
Farther Finance Advisors, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$5.1K (-$149)
Filed 2026-10-08
Union Savings Bank
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$1.9K (-$55)
Filed 2026-10-14
VestGen Advisors, LLC
CLOSED
Shares0 from 67,089
Change-67,089 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-27
Virtue Capital Management, LLC
CLOSED
Shares0 from 39,421
Change-39,421 (-100%)
Value$0 (-$942.6K)
Filed 2026-10-29
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 22,456
Change-22,456 (-100%)
Value$0 (-$536.9K)
Filed 2026-10-30
Absolute Capital Management, LLC
CLOSED
Shares0 from 13,741
Change-13,741 (-100%)
Value$0 (-$328.5K)
Filed 2026-10-16
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 9,988
Change-9,988 (-100%)
Value$0 (-$238.8K)
Filed 2026-11-03
LVW Advisors, LLC
CLOSED
Shares0 from 9,914
Change-9,914 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-19
Choreo, LLC
CLOSED
Shares0 from 8,800
Change-8,800 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
CLOSED
Shares0 from 8,473
Change-8,473 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-29
Horizon Financial Services, LLC
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$13.5K)
Filed 2026-11-04
Trust Co of Vermont
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-21
Northern Trust Corp
N/A
Shares— from 88,847,861
Change-88,847,861 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,349,435
Change-1,349,435 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 993,765
Change-993,765 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 818,600
Change-818,600 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 563,305
Change-563,305 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 466,494
Change-466,494 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 361,931
Change-361,931 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 245,969
Change-245,969 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 204,706
Change-204,706 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 195,047
Change-195,047 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 123,638
Change-123,638 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 92,474
Change-92,474 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 86,553
Change-86,553 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 76,280
Change-76,280 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,223
Change-67,223 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 63,640
Change-63,640 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 47,836
Change-47,836 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 45,653
Change-45,653 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 45,525
Change-45,525 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 39,814
Change-39,814 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 39,141
Change-39,141 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 37,273
Change-37,273 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 33,011
Change-33,011 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,937
Change-27,937 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 26,934
Change-26,934 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 24,190
Change-24,190 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 21,278
Change-21,278 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,164
Change-21,164 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,970
Change-18,970 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 18,944
Change-18,944 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,761
Change-18,761 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,489
Change-17,489 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,859
Change-14,859 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,335
Change-14,335 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,334
Change-13,334 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,001
Change-11,001 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,408
Change-8,408 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 6,898
Change-6,898 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 886
Change-886 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 121
Change-121 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 48
Change-48 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bell Investment Advisors, Inc
INCREASED2,133,3682,056,091+77,277+4%$49.2M$49.5M+$386.3K2026-10-29
West Paces Advisors Inc.
DECREASED1,379,0991,407,121-28,022-2%$33.6M$32.0M-$1.6M2026-10-13
Boltwood Capital Management
DECREASED894,308995,568-101,260-10%$23.8M$20.8M-$3.0M2026-10-02
5th Street Advisors, LLC
INCREASED796,500751,610+44,890+6%$18.0M$18.5M+$527.7K2026-11-04
Valmark Advisers, Inc.
DECREASED467,736484,847-17,111-4%$11.6M$10.9M-$729.5K2026-11-06
Strategic Investment Management, LLC
INCREASED322,230238,360+83,870+35%$5.7M$7.5M+$1.8M2026-10-20
Klingman & Associates, LLC
DECREASED258,952264,386-5,434-2%$6.3M$6.0M-$307.3K2026-10-20
Herold Advisors, Inc.
NEW256,544—+256,544——$6.0M—2026-10-19
Lake Street Private Wealth, LLC
INCREASED229,670200,569+29,101+15%$4.8M$5.3M+$538.4K2026-10-22
LPL Financial LLC
INCREASED192,192173,896+18,296+11%$4.2M$4.5M+$305.8K2026-11-06
Moneco Advisors, LLC
INCREASED115,946115,348+598+1%$2.8M$2.7M-$65.1K2026-11-05
Creative Planning
DECREASED106,475119,642-13,167-11%$2.9M$2.5M-$387.8K2026-11-02
Rossby Financial, LCC
INCREASED78,10246,399+31,703+68%$1.1M$1.8M+$704.5K2026-11-05
Lynx Investment Advisory
INCREASED75,16769,588+5,579+8%$1.7M$1.7M+$81.9K2026-10-27
Park National Corp
INCREASED70,05262,576+7,476+12%$1.5M$1.6M+$130.8K2026-10-05
CoreCap Advisors, LLC
INCREASED39,44933,820+5,629+17%$808.6K$916.2K+$107.6K2026-10-08
US Bancorp \de\
INCREASED39,004807+38,197+4733%$19.3K$905.9K+$886.6K2026-11-05
Atria Investments, Inc
INCREASED37,48636,664+822+2%$876.6K$870.6K-$6.0K2026-10-15
First Heartland Consultants, Inc.
INCREASED36,54035,718+822+2%$854.0K$848.6K-$5.4K2026-10-08
Courier Capital LLC
NEW32,873—+32,873——$763.5K—2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED30,69830,592+106+0%$731.0K$713.0K-$18.0K2026-11-02
Cornerstone National Bank & Trust Co
DECREASED28,12136,938-8,817-24%$874.1K$654.9K-$219.2K2026-10-20
Simon Quick Advisors, LLC
DECREASED27,54529,734-2,189-7%$710.9K$639.7K-$71.2K2026-10-26
M.E. Allison & Co., Inc.
INCREASED19,38719,313+74+0%$461.8K$450.3K-$11.5K2026-10-09
Holcombe Financial, Inc.
INCREASED18,54818,340+208+1%$438.5K$430.8K-$7.7K2026-10-16
SeaCrest Wealth Management, LLC
UNCHANGED17,47417,47400%$417.8K$405.8K-$12.0K2026-10-21
Wedbush Securities Inc
DECREASED16,83516,906-710%$404.0K$391.0K-$13.0K2026-10-22
Alamar Capital Management, LLC
UNCHANGED13,75213,75200%$328.8K$319.4K-$9.4K2026-11-02
IFP Advisors, Inc
DECREASED13,05422,450-9,396-42%$536.8K$303.2K-$233.6K2026-10-16
Archer Investment Corp
NEW12,950—+12,950——$300.8K—2026-11-05
Certuity, LLC
UNCHANGED12,60012,60000%$301.3K$292.6K-$8.6K2026-11-02
Endowment Wealth Management, Inc.
INCREASED12,5799,814+2,765+28%$234.6K$292.1K+$57.5K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED12,47914,508-2,029-14%$346.9K$289.8K-$57.1K2026-10-15
Highline Wealth Partners LLC
DECREASED12,15716,421-4,264-26%$392.6K$282.3K-$110.3K2026-10-19
Wilmington Savings Fund Society, FSB
NEW11,500—+11,500——$267.1K—2026-10-23
Citizens Financial Group Inc
NEW10,274—+10,274——$238.6K—2026-10-23
Clifford Swan Investment Counsel LLC
NEW10,251—+10,251——$238.1K—2026-11-05
Lantern Wealth Advisors, LLC
NEW10,166—+10,166——$236.1K—2026-10-22
SVB Wealth LLC
UNCHANGED10,00010,00000%$239.1K$232.3K-$6.9K2026-11-06
WealthPlan Investment Management, LLC
INCREASED9,6689,401+267+3%$224.8K$224.5K-$2392026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED9,4809,565-85-1%$228.7K$220.2K-$8.5K2026-10-14
Fifth Third Bancorp
DECREASED9,18011,778-2,598-22%$281.6K$213.2K-$68.4K2026-11-05
Bank of New York Mellon Corp
NEW8,890—+8,890——$206.5K—2026-11-05
Caldwell Trust Co
UNCHANGED6,8076,80700%$162.8K$158.1K-$4.7K2026-10-30
Provenance Wealth Advisors, LLC
NEW6,449—+6,449——$149.8K—2026-10-30
Larson Financial Group LLC
NEW3,294—+3,294——$76.5K—2026-11-05
CX Institutional
INCREASED2,3882,347+41+2%$56$55-$12026-10-02
Creative Financial Designs Inc
UNCHANGED2,0252,02500%$48.4K$47.0K-$1.4K2026-11-04
PNC Financial Services Group, Inc.
DECREASED2,0008,044-6,044-75%$192.3K$46.5K-$145.9K2026-11-06
Capital Investment Advisory Services, LLC
DECREASED1,4626,059-4,597-76%$144.9K$33.9K-$110.9K2026-10-30
Allworth Financial LP
UNCHANGED1,3951,39500%$33.4K$33.4K$02026-11-06
Armstrong Advisory Group, Inc
UNCHANGED57757700%$13.8K$13.4K-$3962026-10-09
Gables Capital Management Inc.
UNCHANGED54054000%$12.9K$12.5K-$3692026-11-04
Key FInancial Inc
UNCHANGED48148100%$11.5K$11.2K-$3302026-11-02
Bank of New Hampshire
UNCHANGED43543500%$10.4K$10.1K-$2982026-10-06
Birchwood Financial Partners, Inc.
UNCHANGED37537500%$9.0K$8.7K-$2572026-11-02
Activest Wealth Management
INCREASED344338+6+2%$8.1K$8.0K-$952026-10-15
Farther Finance Advisors, LLC
UNCHANGED21821800%$5.2K$5.1K-$1492026-10-08
Union Savings Bank
UNCHANGED818100%$1.9K$1.9K-$552026-10-14
VestGen Advisors, LLC
CLOSED067,089-67,089-100%$1.6M$0-$1.6M2026-10-27
Virtue Capital Management, LLC
CLOSED039,421-39,421-100%$942.6K$0-$942.6K2026-10-29
Trace Wealth Advisors, LLC
CLOSED022,456-22,456-100%$536.9K$0-$536.9K2026-10-30
Absolute Capital Management, LLC
CLOSED013,741-13,741-100%$328.5K$0-$328.5K2026-10-16
Uhlmann Price Securities, LLC
CLOSED09,988-9,988-100%$238.8K$0-$238.8K2026-11-03
LVW Advisors, LLC
CLOSED09,914-9,914-100%$237.0K$0-$237.0K2026-10-19
Choreo, LLC
CLOSED08,800-8,800-100%$210.4K$0-$210.4K2026-10-28
Gerber Kawasaki Wealth & Investment Management
CLOSED08,473-8,473-100%$202.6K$0-$202.6K2026-10-29
Horizon Financial Services, LLC
CLOSED0563-563-100%$13.5K$0-$13.5K2026-11-04
Trust Co of Vermont
CLOSED0197-197-100%$4.7K$0-$4.7K2026-10-21
Northern Trust Corp
N/A—88,847,861-88,847,861-100%$2.1B———
Envestnet Asset Management Inc
N/A—1,349,435-1,349,435-100%$32.3M———
Morgan Stanley
N/A—993,765-993,765-100%$23.8M———
Wells Fargo & Company
N/A—818,600-818,600-100%$19.6M———
MML Investors Services, LLC
N/A—563,305-563,305-100%$13.5M———
VeraBank, N.A.
N/A—466,494-466,494-100%$11.2M———
Horizon Bancorp Inc
N/A—361,931-361,931-100%$8.7M———
Delos Wealth Advisors, LLC
N/A—245,969-245,969-100%$5.9M———
Bank of America Corp
N/A—204,706-204,706-100%$4.9M———
Goldman Sachs Group Inc
N/A—195,047-195,047-100%$4.7M———
Raymond James Financial Inc
N/A—123,638-123,638-100%$3.0M———
Bank of Montreal
N/A—92,474-92,474-100%$2.2M———
IFG Advisory, LLC
N/A—86,553-86,553-100%$2.1M———
Emerald Investment Advisers, LLC
N/A—76,280-76,280-100%$1.8M———
Cetera Investment Advisers
N/A—67,223-67,223-100%$1.6M———
VestGen Investment Management
N/A—63,640-63,640-100%$1.5M———
Tiemann Investment Advisors, LLC
N/A—47,836-47,836-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—45,653-45,653-100%$1.1M———
TRB Wealth Management, LLC
N/A—45,525-45,525-100%$1.1M———
Mutual Advisors, LLC
N/A—39,814-39,814-100%$952.0K———
Marquette Associates, Inc.
N/A—39,141-39,141-100%$935.9K———
GTS Securities LLC
N/A—37,273-37,273-100%$891.2K———
Focus Partners Wealth
N/A—33,011-33,011-100%$789.3K———
Osaic Holdings, Inc.
N/A—27,937-27,937-100%$668.1K———
Granite Harbor Advisors, Inc.
N/A—26,934-26,934-100%$644.0K———
BOK Financial Private Wealth, Inc.
N/A—24,190-24,190-100%$578.4K———
FFT Wealth Management LLC
N/A—21,278-21,278-100%$508.8K———
MAI Capital Management
N/A—21,164-21,164-100%$506.0K———
Cerity Partners LLC
N/A—18,970-18,970-100%$453.6K———
Lowe Brockenbrough & Co Inc
N/A—18,944-18,944-100%$452.9K———
UBS Group AG
N/A—18,761-18,761-100%$448.6K———
JPMorgan Chase & Co
N/A—17,489-17,489-100%$418.5K———
Advisory Services Network, LLC
N/A—14,859-14,859-100%$355.3K———
Bessemer Group Inc
N/A—14,335-14,335-100%$344.0K———
Susquehanna International Group, LLP
N/A—13,334-13,334-100%$318.8K———
Interactive Financial Advisors, Inc.
N/A—13,202-13,202-100%$315.1K———
Tower Research Capital LLC (TRC)
N/A—12,721-12,721-100%$304.2K———
Jones Financial Companies Lllp
N/A—12,369-12,369-100%$295.7K———
Stifel Financial Corp
N/A—11,001-11,001-100%$263.0K———
Sequoia Financial Advisors, LLC
N/A—8,772-8,772-100%$209.7K———
Two Sigma Securities, LLC
N/A—8,408-8,408-100%$201.0K———
Royal Bank of Canada
N/A—7,496-7,496-100%$179.0K———
Horizon Investments, LLC
N/A—6,898-6,898-100%$162.1K———
Aptus Capital Advisors, LLC
N/A—6,059-6,059-100%$144.9K———
GeoWealth Management, LLC
N/A—5,597-5,597-100%$133.8K———
Cambient Family Office, LLC
N/A—4,964-4,964-100%$118.7K———
Morgan Dempsey Capital Management LLC
N/A—4,926-4,926-100%$117.8K———
Harbour Investments, Inc.
N/A—4,659-4,659-100%$111.4K———
FMR LLC
N/A—4,020-4,020-100%$96.1K———
Steward Partners Investment Advisory, LLC
N/A—3,358-3,358-100%$80.3K———
Corsicana & Co.
N/A—3,098-3,098-100%$74.1K———
Smartleaf Asset Management LLC
N/A—2,977-2,977-100%$71.2K———
Vanguard National Trust Co
N/A—2,701-2,701-100%$64.6K———
Rock Creek Group LLC
N/A—2,064-2,064-100%$49.4K———
Northwestern Mutual Wealth Management Co
N/A—1,694-1,694-100%$40.5K———
Arax Advisory Partners
N/A—886-886-100%$21.2K———
NewEdge Advisors, LLC
N/A—695-695-100%$16.6K———
Highland Investment Advisors LLC
N/A—302-302-100%$7.2K———
Global Retirement Partners, LLC
N/A—282-282-100%$6.8K———
Ancora Advisors LLCA
N/A—121-121-100%$2.9K———
BNP Paribas Financial Markets
N/A—48-48-100%$1.1K———
Huntington National Bank
N/A—1-1-100%$24———
Showing 131 of 131 institutions