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Flexshares Stoxx Global Broa (NFRA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Certuity, LLC
UNCHANGED
Shares271,415 from 271,415
Change0 (0%)
Value$16.9M (-$472.3K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
DECREASED
Shares105,859 from 107,515
Change-1,656 (-2%)
Value$6.6M (-$234.2K)
Filed 2026-10-20
NBT Bank, N.A.
DECREASED
Shares105,857 from 109,039
Change-3,182 (-3%)
Value$6.6M (-$388.3K)
Filed 2026-10-21
Boltwood Capital Management
INCREASED
Shares88,794 from 84,421
Change+4,373 (+5%)
Value$5.5M (+$125.9K)
Filed 2026-10-02
CX Institutional
INCREASED
Shares78,909 from 77,820
Change+1,089 (+1%)
Value$4.9K (-$68)
Filed 2026-10-02
Steph & Co
INCREASED
Shares68,808 from 66,138
Change+2,670 (+4%)
Value$4.3M (+$51.5K)
Filed 2026-10-07
Missouri Trust & Investment Co
INCREASED
Shares52,335 from 52,230
Change+105 (+0%)
Value$3.3M (-$137.3K)
Filed 2026-11-04
Park National Corp
INCREASED
Shares49,347 from 48,336
Change+1,011 (+2%)
Value$3.1M (-$21.1K)
Filed 2026-10-05
Entrewealth, LLC
INCREASED
Shares45,967 from 43,193
Change+2,774 (+6%)
Value$2.9M (+$36.6K)
Filed 2026-10-14
Wealth Architects, LLC
DECREASED
Shares37,932 from 42,915
Change-4,983 (-12%)
Value$2.4M (-$385.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares36,714 from 37,594
Change-880 (-2%)
Value$2.3M (-$149.5K)
Filed 2026-10-13
Altfest L J & Co Inc
INCREASED
Shares26,086 from 24,873
Change+1,213 (+5%)
Value$1.6M (+$32.4K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
DECREASED
Shares19,392 from 20,302
Change-910 (-4%)
Value$1.2M (-$90.5K)
Filed 2026-10-27
Calamos Wealth Management LLC
INCREASED
Shares19,321 from 4,893
Change+14,428 (+295%)
Value$1.2M (+$891.5K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares19,241 from 2,549
Change+16,692 (+655%)
Value$1.2M (+$1.0M)
Filed 2026-11-05
Simon Quick Advisors, LLC
INCREASED
Shares15,523 from 14,898
Change+625 (+4%)
Value$968.3K (+$13.1K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares12,028 from 7,710
Change+4,318 (+56%)
Value$750.3K (+$255.9K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
INCREASED
Shares11,204 from 10,300
Change+904 (+9%)
Value$698.9K (+$38.5K)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares10,972 from 11,340
Change-368 (-3%)
Value$684.4K (-$42.7K)
Filed 2026-10-08
Redw Wealth LLC
UNCHANGED
Shares7,199 from 7,199
Change0 (0%)
Value$449.1K (-$12.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares6,295 from 7,786
Change-1,491 (-19%)
Value$392.7K (-$106.6K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
NEW
Shares6,288
Change+6,288
Value$392.2K
Filed 2026-10-08
Victory Financial Group, LLC
INCREASED
Shares5,507 from 3,667
Change+1,840 (+50%)
Value$343.5K (+$108.4K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$332.0K (-$6.2K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares5,234 from 7,080
Change-1,846 (-26%)
Value$326.5K (-$127.4K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares4,908
Change+4,908
Value$306.2K
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares4,812 from 3,131
Change+1,681 (+54%)
Value$300.2K (+$99.4K)
Filed 2026-10-29
Highline Wealth Partners LLC
UNCHANGED
Shares4,278 from 4,278
Change0 (0%)
Value$266.9K (-$7.4K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED
Shares4,201 from 4,201
Change0 (0%)
Value$262.0K (+$261.7K)
Filed 2026-10-27
Instrumental Wealth, LLC
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$258.9K (-$7.2K)
Filed 2026-10-20
First Premier Bank
UNCHANGED
Shares3,666 from 3,666
Change0 (0%)
Value$229.0K (+$228.8K)
Filed 2026-10-13
Gryphon Financial Partners LLC
UNCHANGED
Shares3,633 from 3,633
Change0 (0%)
Value$226.6K (-$6.3K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares3,532 from 3,413
Change+119 (+3%)
Value$220.3K (+$1.5K)
Filed 2026-10-15
Plancorp, LLC
UNCHANGED
Shares3,430 from 3,430
Change0 (0%)
Value$221.4K (-$3.0K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares3,418 from 3,299
Change+119 (+4%)
Value$213.2K (+$1.7K)
Filed 2026-10-08
Clifford Swan Investment Counsel LLC
NEW
Shares3,398
Change+3,398
Value$212.0K
Filed 2026-11-05
Citizens Financial Group Inc
NEW
Shares3,260
Change+3,260
Value$203.4K
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares2,551 from 406
Change+2,145 (+528%)
Value$159.1K (+$133.1K)
Filed 2026-10-27
Independence Bank of Kentucky
DECREASED
Shares2,400 from 3,130
Change-730 (-23%)
Value$149.7K (-$51.0K)
Filed 2026-10-26
Assetmark, Inc
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$125.1K (-$3.5K)
Filed 2026-10-21
Bokf, NA
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$121.6K (-$3.4K)
Filed 2026-10-27
Angeles Wealth Management, LLC
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$116.7K (-$3.3K)
Filed 2026-10-26
Redwood Park Advisors LLC
DECREASED
Shares1,763 from 1,911
Change-148 (-8%)
Value$110.0K (-$12.6K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares1,553 from 1,508
Change+45 (+3%)
Value$96.9K (+$183)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares1,420 from 1,422
Change-2 (0%)
Value$88.6K (-$2.6K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$85.7K (-$1.8K)
Filed 2026-10-16
Caldwell Trust Co
UNCHANGED
Shares1,349 from 1,349
Change0 (0%)
Value$84.2K (-$2.3K)
Filed 2026-10-30
Mather Group, Llc.
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$66.4K (-$1.9K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$46.2K (-$1.3K)
Filed 2026-11-02
Gables Capital Management Inc.
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$43.2K (-$1.2K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$40.6K (-$1.1K)
Filed 2026-11-03
Security National Bank
INCREASED
Shares650 from 350
Change+300 (+86%)
Value$40.5K (+$18.1K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares527 from 119
Change+408 (+343%)
Value$32.9K (+$25.2K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$31.8K (-$886)
Filed 2026-11-02
SJS Investment Consulting Inc.
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$28.2K (-$787)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$21.3K (-$595)
Filed 2026-10-07
North Point Portfolio Managers Corp
NEW
Shares313
Change+313
Value$19.5K
Filed 2026-10-07
Fifth Third Bancorp
DECREASED
Shares261 from 1,213
Change-952 (-78%)
Value$16.3K (-$61.5K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares246 from 245
Change+1 (+0%)
Value$15.3K (-$364)
Filed 2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$8.4K (-$234)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares119 from 117
Change+2 (+2%)
Value$7.4K (-$79)
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$5.6K (-$156)
Filed 2026-11-05
KFG LLC
NEW
Shares84
Change+84
Value$5.2K
Filed 2026-11-02
Activest Wealth Management
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$4.5K (-$102)
Filed 2026-10-15
VestGen Advisors, LLC
CLOSED
Shares0 from 7,001
Change-7,001 (-100%)
Value$0 (-$448.9K)
Filed 2026-10-27
Naples Global Advisors, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$384.7K)
Filed 2026-11-05
Creative Planning
CLOSED
Shares0 from 5,605
Change-5,605 (-100%)
Value$0 (-$359.4K)
Filed 2026-11-02
Choreo, LLC
CLOSED
Shares0 from 5,515
Change-5,515 (-100%)
Value$0 (-$353.6K)
Filed 2026-10-28
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 4,421
Change-4,421 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-30
Orba Wealth Advisors, L.L.C.
CLOSED
Shares0 from 3,265
Change-3,265 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$32.2K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-16
Northern Trust Corp
N/A
Shares— from 32,670,733
Change-32,670,733 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,350,358
Change-2,350,358 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 1,293,348
Change-1,293,348 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 815,124
Change-815,124 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 337,063
Change-337,063 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 199,065
Change-199,065 (-100%)
Value—
United Bank
N/A
Shares— from 190,983
Change-190,983 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 141,025
Change-141,025 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 105,302
Change-105,302 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 77,390
Change-77,390 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 59,513
Change-59,513 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 50,362
Change-50,362 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 40,317
Change-40,317 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 40,043
Change-40,043 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 37,809
Change-37,809 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 34,598
Change-34,598 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 28,073
Change-28,073 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 26,084
Change-26,084 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 23,340
Change-23,340 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,805
Change-20,805 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 17,040
Change-17,040 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,783
Change-15,783 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 14,043
Change-14,043 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,555
Change-12,555 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,327
Change-12,327 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,292
Change-12,292 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 11,116
Change-11,116 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,068
Change-11,068 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9,879
Change-9,879 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 9,623
Change-9,623 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,523
Change-9,523 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,393
Change-8,393 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 6,878
Change-6,878 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,610
Change-6,610 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 6,414
Change-6,414 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 5,234
Change-5,234 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
CNB Bank
N/A
Shares— from 725
Change-725 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 630
Change-630 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 362
Change-362 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 204
Change-204 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 171
Change-171 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Certuity, LLC
UNCHANGED271,415271,41500%$17.4M$16.9M-$472.3K2026-11-02
Cornerstone National Bank & Trust Co
DECREASED105,859107,515-1,656-2%$6.8M$6.6M-$234.2K2026-10-20
NBT Bank, N.A.
DECREASED105,857109,039-3,182-3%$7.0M$6.6M-$388.3K2026-10-21
Boltwood Capital Management
INCREASED88,79484,421+4,373+5%$5.4M$5.5M+$125.9K2026-10-02
CX Institutional
INCREASED78,90977,820+1,089+1%$5.0K$4.9K-$682026-10-02
Steph & Co
INCREASED68,80866,138+2,670+4%$4.2M$4.3M+$51.5K2026-10-07
Missouri Trust & Investment Co
INCREASED52,33552,230+105+0%$3.4M$3.3M-$137.3K2026-11-04
Park National Corp
INCREASED49,34748,336+1,011+2%$3.1M$3.1M-$21.1K2026-10-05
Entrewealth, LLC
INCREASED45,96743,193+2,774+6%$2.8M$2.9M+$36.6K2026-10-14
Wealth Architects, LLC
DECREASED37,93242,915-4,983-12%$2.8M$2.4M-$385.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED36,71437,594-880-2%$2.5M$2.3M-$149.5K2026-10-13
Altfest L J & Co Inc
INCREASED26,08624,873+1,213+5%$1.6M$1.6M+$32.4K2026-10-27
Chicago Partners Investment Group LLC
DECREASED19,39220,302-910-4%$1.3M$1.2M-$90.5K2026-10-27
Calamos Wealth Management LLC
INCREASED19,3214,893+14,428+295%$313.7K$1.2M+$891.5K2026-11-02
US Bancorp \de\
INCREASED19,2412,549+16,692+655%$163.5K$1.2M+$1.0M2026-11-05
Simon Quick Advisors, LLC
INCREASED15,52314,898+625+4%$955.3K$968.3K+$13.1K2026-10-26
Rossby Financial, LCC
INCREASED12,0287,710+4,318+56%$494.4K$750.3K+$255.9K2026-11-05
Endowment Wealth Management, Inc.
INCREASED11,20410,300+904+9%$660.4K$698.9K+$38.5K2026-11-03
Grove Bank & Trust
DECREASED10,97211,340-368-3%$727.1K$684.4K-$42.7K2026-10-08
Redw Wealth LLC
UNCHANGED7,1997,19900%$461.6K$449.1K-$12.5K2026-11-02
Kestra Advisory Services, LLC
DECREASED6,2957,786-1,491-19%$499.3K$392.7K-$106.6K2026-11-02
Valeo Financial Advisors, LLC
NEW6,288—+6,288——$392.2K—2026-10-08
Victory Financial Group, LLC
INCREASED5,5073,667+1,840+50%$235.1K$343.5K+$108.4K2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED5,2755,27500%$338.2K$332.0K-$6.2K2026-10-30
Commonwealth Equity Services, LLC
DECREASED5,2347,080-1,846-26%$453.9K$326.5K-$127.4K2026-11-02
Provenance Wealth Advisors, LLC
NEW4,908—+4,908——$306.2K—2026-10-30
Vise Technologies, Inc.
INCREASED4,8123,131+1,681+54%$200.8K$300.2K+$99.4K2026-10-29
Highline Wealth Partners LLC
UNCHANGED4,2784,27800%$274.3K$266.9K-$7.4K2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED4,2014,20100%$269$262.0K+$261.7K2026-10-27
Instrumental Wealth, LLC
UNCHANGED4,1504,15000%$266.1K$258.9K-$7.2K2026-10-20
First Premier Bank
UNCHANGED3,6663,66600%$235$229.0K+$228.8K2026-10-13
Gryphon Financial Partners LLC
UNCHANGED3,6333,63300%$233.0K$226.6K-$6.3K2026-11-04
Atria Investments, Inc
INCREASED3,5323,413+119+3%$218.8K$220.3K+$1.5K2026-10-15
Plancorp, LLC
UNCHANGED3,4303,43000%$224.3K$221.4K-$3.0K2026-11-03
First Heartland Consultants, Inc.
INCREASED3,4183,299+119+4%$211.5K$213.2K+$1.7K2026-10-08
Clifford Swan Investment Counsel LLC
NEW3,398—+3,398——$212.0K—2026-11-05
Citizens Financial Group Inc
NEW3,260—+3,260——$203.4K—2026-10-23
Parkside Financial Bank & Trust
INCREASED2,551406+2,145+528%$26.0K$159.1K+$133.1K2026-10-27
Independence Bank of Kentucky
DECREASED2,4003,130-730-23%$200.7K$149.7K-$51.0K2026-10-26
Assetmark, Inc
UNCHANGED2,0052,00500%$128.6K$125.1K-$3.5K2026-10-21
Bokf, NA
UNCHANGED1,9501,95000%$125.0K$121.6K-$3.4K2026-10-27
Angeles Wealth Management, LLC
UNCHANGED1,8701,87000%$119.9K$116.7K-$3.3K2026-10-26
Redwood Park Advisors LLC
DECREASED1,7631,911-148-8%$122.6K$110.0K-$12.6K2026-11-02
CoreCap Advisors, LLC
INCREASED1,5531,508+45+3%$96.7K$96.9K+$1832026-10-08
Farther Finance Advisors, LLC
DECREASED1,4201,422-20%$91.2K$88.6K-$2.6K2026-10-08
TD Waterhouse Canada Inc.
UNCHANGED1,3801,38000%$87.5K$85.7K-$1.8K2026-10-16
Caldwell Trust Co
UNCHANGED1,3491,34900%$86.5K$84.2K-$2.3K2026-10-30
Mather Group, Llc.
UNCHANGED1,0651,06500%$68.3K$66.4K-$1.9K2026-10-14
Key FInancial Inc
UNCHANGED74174100%$47.5K$46.2K-$1.3K2026-11-02
Gables Capital Management Inc.
UNCHANGED69269200%$44.4K$43.2K-$1.2K2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED65165100%$41.7K$40.6K-$1.1K2026-11-03
Security National Bank
INCREASED650350+300+86%$22.4K$40.5K+$18.1K2026-10-26
Larson Financial Group LLC
INCREASED527119+408+343%$7.6K$32.9K+$25.2K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED50950900%$32.6K$31.8K-$8862026-11-02
SJS Investment Consulting Inc.
UNCHANGED45245200%$29.0K$28.2K-$7872026-10-26
Wealth Enhancement Trust Services, Inc.
UNCHANGED34234200%$21.9K$21.3K-$5952026-10-07
North Point Portfolio Managers Corp
NEW313—+313——$19.5K—2026-10-07
Fifth Third Bancorp
DECREASED2611,213-952-78%$77.8K$16.3K-$61.5K2026-11-05
IFP Advisors, Inc
INCREASED246245+1+0%$15.7K$15.3K-$3642026-10-16
Armstrong Advisory Group, Inc
UNCHANGED13413400%$8.6K$8.4K-$2342026-10-09
Creative Financial Designs Inc
INCREASED119117+2+2%$7.5K$7.4K-$792026-11-04
Evermay Wealth Management LLC
UNCHANGED909000%$5.8K$5.6K-$1562026-11-05
KFG LLC
NEW84—+84——$5.2K—2026-11-02
Activest Wealth Management
UNCHANGED727200%$4.6K$4.5K-$1022026-10-15
VestGen Advisors, LLC
CLOSED07,001-7,001-100%$448.9K$0-$448.9K2026-10-27
Naples Global Advisors, LLC
CLOSED06,000-6,000-100%$384.7K$0-$384.7K2026-11-05
Creative Planning
CLOSED05,605-5,605-100%$359.4K$0-$359.4K2026-11-02
Choreo, LLC
CLOSED05,515-5,515-100%$353.6K$0-$353.6K2026-10-28
Trace Wealth Advisors, LLC
CLOSED04,421-4,421-100%$283.5K$0-$283.5K2026-10-30
Orba Wealth Advisors, L.L.C.
CLOSED03,265-3,265-100%$209.4K$0-$209.4K2026-10-23
Ashurst Perkins Coie Trust Co
CLOSED0502-502-100%$32.2K$0-$32.2K2026-10-15
Wilmington Savings Fund Society, FSB
CLOSED0358-358-100%$23.0K$0-$23.0K2026-10-23
Cornerstone Planning Group LLC
CLOSED0125-125-100%$8.2K$0-$8.2K2026-10-16
Northern Trust Corp
N/A—32,670,733-32,670,733-100%$2.1B———
Capstone Financial Advisors, Inc.
N/A—2,350,358-2,350,358-100%$150.7M———
Alaska Permanent Capital Management, LLC
N/A—1,293,348-1,293,348-100%$82.8M———
Alaska Wealth Advisors, LLC
N/A—815,124-815,124-100%$52.3M———
Morgan Stanley
N/A—337,063-337,063-100%$21.6M———
Envestnet Asset Management Inc
N/A—199,065-199,065-100%$12.8M———
United Bank
N/A—190,983-190,983-100%$12.2M———
Bank of America Corp
N/A—141,025-141,025-100%$9.0M———
Austin Wealth Management, LLC
N/A—105,302-105,302-100%$6.9M———
Jane Street Group, LLC
N/A—77,390-77,390-100%$5.0M———
MML Investors Services, LLC
N/A—59,513-59,513-100%$3.8M———
Tidal Investments LLC
N/A—50,362-50,362-100%$3.2M———
Brio Consultants, LLC
N/A—40,317-40,317-100%$2.6M———
Cerity Partners LLC
N/A—40,043-40,043-100%$2.6M———
Dorsey & Whitney Trust Co LLC
N/A—37,809-37,809-100%$2.4M———
Bessemer Group Inc
N/A—34,598-34,598-100%$2.2M———
LPL Financial LLC
N/A—28,073-28,073-100%$1.8M———
BBR Partners, LLC
N/A—26,084-26,084-100%$1.7M———
Raymond James Financial Inc
N/A—23,340-23,340-100%$1.5M———
UBS Group AG
N/A—20,805-20,805-100%$1.3M———
TRB Wealth Management, LLC
N/A—17,040-17,040-100%$1.1M———
Transcend Capital Advisors, LLC
N/A—15,783-15,783-100%$1.0M———
Bank of Montreal
N/A—14,043-14,043-100%$900.4K———
Cetera Investment Advisers
N/A—12,555-12,555-100%$805.0K———
Blair William & Co
N/A—12,327-12,327-100%$790.4K———
SCS Capital Management LLC
N/A—12,292-12,292-100%$788.2K———
Bienville Capital Management, LLC
N/A—12,099-12,099-100%$775.8K———
Envision Financial Transparency, LLC
N/A—11,116-11,116-100%$453.9K———
OneDigital Investment Advisors LLC
N/A—11,068-11,068-100%$709.7K———
NorthRock Partners, LLC
N/A—9,879-9,879-100%$633.4K———
FMR LLC
N/A—9,665-9,665-100%$619.7K———
Valued Retirements, Inc.
N/A—9,623-9,623-100%$617.0K———
Whittier Trust Co
N/A—9,523-9,523-100%$614.3K———
JPMorgan Chase & Co
N/A—9,172-9,172-100%$593.2K———
PNC Financial Services Group, Inc.
N/A—8,393-8,393-100%$538.2K———
Northwestern Mutual Wealth Management Co
N/A—7,060-7,060-100%$452.7K———
Menora Mivtachim Holdings Ltd.
N/A—6,878-6,878-100%$441.0K———
Smartleaf Asset Management LLC
N/A—6,610-6,610-100%$427.5K———
VestGen Investment Management
N/A—6,414-6,414-100%$411.3K———
Aptus Capital Advisors, LLC
N/A—5,275-5,275-100%$338.2K———
Aviso Financial Inc.
N/A—5,234-5,234-100%$336.2K———
UMB Bank, n.a.
N/A—5,095-5,095-100%$326.7K———
Osaic Holdings, Inc.
N/A—4,119-4,119-100%$264.2K———
White Wing Wealth Management
N/A—3,938-3,938-100%$252.5K———
HighTower Advisors, LLC
N/A—3,833-3,833-100%$245.8K———
Royal Bank of Canada
N/A—3,799-3,799-100%$244.0K———
EP Wealth Advisors, LLC
N/A—3,781-3,781-100%$242.4K———
BOK Financial Private Wealth, Inc.
N/A—3,717-3,717-100%$238.3K———
FFT Wealth Management LLC
N/A—3,470-3,470-100%$222.5K———
Granite Harbor Advisors, Inc.
N/A—3,226-3,226-100%$206.9K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,194-3,194-100%$204.8K———
Wells Fargo & Company
N/A—3,155-3,155-100%$202.3K———
Rockefeller Capital Management L.P.
N/A—3,099-3,099-100%$198.7K———
Huntington National Bank
N/A—2,601-2,601-100%$166.8K———
Qube Research & Technologies Ltd
N/A—2,083-2,083-100%$133.6K———
Harbour Investments, Inc.
N/A—1,537-1,537-100%$98.6K———
Cambient Family Office, LLC
N/A—1,053-1,053-100%$67.5K———
Clearstead Advisors, LLC
N/A—861-861-100%$55.2K———
Bartlett & Co. Wealth Management LLC
N/A—853-853-100%$54.7K———
CNB Bank
N/A—725-725-100%$46.5K———
Vanguard National Trust Co
N/A—630-630-100%$40.4K———
Jones Financial Companies Lllp
N/A—500-500-100%$32.4K———
Global Retirement Partners, LLC
N/A—410-410-100%$26.3K———
GeoWealth Management, LLC
N/A—380-380-100%$24.4K———
Allworth Financial LP
N/A—362-362-100%$23.2K———
Rothschild Investment LLC
N/A—264-264-100%$16.9K———
Ancora Advisors LLCA
N/A—204-204-100%$13.1K———
Mcguire Capital Advisors Inc
N/A—171-171-100%$11.0K———
N.E.W. Advisory Services LLC
N/A—114-114-100%$7.3K———
UBS Asset Management Americas LLC
N/A—113-113-100%$7.2K———
Continuum Advisory, LLC
N/A—112-112-100%$7.2K———
Marquette Associates, Inc.
N/A—95-95-100%$6.1K———
IFG Advisory, LLC
N/A—91-91-100%$5.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—66-66-100%$4.2K———
BFC Planning, Inc.
N/A—66-66-100%$4.2K———
Quent Capital, LLC
N/A—65-65-100%$4.2K———
AE Wealth Management LLC
N/A—65-65-100%$4.2K———
Highland Investment Advisors LLC
N/A—60-60-100%$3.8K———
Russell Investments Group, Ltd.
N/A—00—$17———
Showing 152 of 152 institutions