IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Flexshares-Int Qual DVD Inde (IQDF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Keybank National Association
INCREASED
Shares3,167,760 from 3,163,900
Change+3,860 (+0%)
Value$109.0M (-$373.4K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares1,138,737 from 975,743
Change+162,994 (+17%)
Value$39.2M (+$5.5M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares177,877 from 177,907
Change-30 (0%)
Value$6.1M (-$29.5K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares157,478 from 147,600
Change+9,878 (+7%)
Value$5.4M (+$316.2K)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares135,671 from 135,671
Change0 (0%)
Value$4.7M ($0)
Filed 2026-11-06
First Financial Corp
UNCHANGED
Shares104,470 from 104,470
Change0 (0%)
Value$3.6M (-$16.7K)
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares71,825 from 85,520
Change-13,695 (-16%)
Value$2.5M (-$484.8K)
Filed 2026-11-06
Curry Webb Wealth Management LLC
UNCHANGED
Shares59,242 from 59,242
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-22
Mather Group, Llc.
UNCHANGED
Shares55,496 from 55,496
Change0 (0%)
Value$1.9M (-$8.9K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
NEW
Shares50,200
Change+50,200
Value$1.7M
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares50,196 from 49,613
Change+583 (+1%)
Value$1.7M (+$12.1K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares43,390 from 43,203
Change+187 (+0%)
Value$1.5M (-$400)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares36,400 from 62,295
Change-25,895 (-42%)
Value$1.3M (-$900.8K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares36,110 from 35,854
Change+256 (+1%)
Value$1.2M (+$3.1K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares33,370 from 32,116
Change+1,254 (+4%)
Value$1.1M (+$38.0K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares33,268 from 33,043
Change+225 (+1%)
Value$1.1M (+$2.5K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares32,297 from 31,902
Change+395 (+1%)
Value$1.1M (+$8.5K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares32,202 from 31,545
Change+657 (+2%)
Value$1.1M (+$17.6K)
Filed 2026-11-03
Holcombe Financial, Inc.
DECREASED
Shares29,785 from 192,353
Change-162,568 (-85%)
Value$1.0M (-$5.6M)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares27,943 from 28,084
Change-141 (0%)
Value$961.2K (-$9.3K)
Filed 2026-10-15
RVW Wealth, LLC
INCREASED
Shares16,624 from 15,875
Change+749 (+5%)
Value$571.9K (+$23.2K)
Filed 2026-10-06
Quartz Partners, LLC
UNCHANGED
Shares16,454 from 16,454
Change0 (0%)
Value$566.0K (-$2.6K)
Filed 2026-11-03
Essex Bank
UNCHANGED
Shares16,006 from 16,006
Change0 (0%)
Value$550.4K (-$2.6K)
Filed 2026-10-16
Valued Retirements, Inc.
UNCHANGED
Shares14,996 from 14,996
Change0 (0%)
Value$515.9K (-$2.4K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares14,243 from 15,967
Change-1,724 (-11%)
Value$490.0K (-$61.9K)
Filed 2026-11-05
Gilbert Capital Group, Inc.
DECREASED
Shares13,866 from 16,134
Change-2,268 (-14%)
Value$477.0K (-$80.6K)
Filed 2026-10-28
WealthPoint Financial, LLC
INCREASED
Shares13,537 from 13,279
Change+258 (+2%)
Value$465.7K (+$6.8K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares13,483 from 13,483
Change0 (0%)
Value$463.8K (-$2.2K)
Filed 2026-11-04
NBT Bank, N.A.
UNCHANGED
Shares12,285 from 12,285
Change0 (0%)
Value$422.6K (-$2.0K)
Filed 2026-10-21
Clark Asset Management, LLC
UNCHANGED
Shares10,708 from 10,708
Change0 (0%)
Value$368.4K (-$1.7K)
Filed 2026-10-19
Anson Capital, Inc.
UNCHANGED
Shares10,053 from 10,053
Change0 (0%)
Value$345.8K (-$1.6K)
Filed 2026-10-23
MGO One Seven LLC
NEW
Shares10,000
Change+10,000
Value$344.0K
Filed 2026-10-28
Americana Partners, LLC
DECREASED
Shares9,284 from 11,284
Change-2,000 (-18%)
Value$319.4K (-$70.6K)
Filed 2026-10-28
Live Oak Private Wealth LLC
UNCHANGED
Shares8,857 from 8,857
Change0 (0%)
Value$304.7K (-$1.4K)
Filed 2026-11-02
Charter Capital Management, Llc\de
UNCHANGED
Shares8,845 from 8,845
Change0 (0%)
Value$304.3K (-$1.4K)
Filed 2026-10-28
Montag A & Associates Inc
INCREASED
Shares7,829 from 1,750
Change+6,079 (+347%)
Value$269.3K (+$208.8K)
Filed 2026-10-29
Cabot Wealth Management Inc
DECREASED
Shares6,259 from 6,412
Change-153 (-2%)
Value$215.3K (-$6.3K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED
Shares5,835 from 5,835
Change0 (0%)
Value$200.7K (-$934)
Filed 2026-11-06
Kroeger Financial Partners
UNCHANGED
Shares5,808 from 5,808
Change0 (0%)
Value$199.8K (-$929)
Filed 2026-10-19
Bfsg, LLC
NEW
Shares5,022
Change+5,022
Value$172.8K
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares4,757 from 5,137
Change-380 (-7%)
Value$163.6K (-$13.9K)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares3,451
Change+3,451
Value$118.7K
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$88.6K (-$412)
Filed 2026-11-03
GGM Financial LLC
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$82.1K (-$382)
Filed 2026-11-05
Rossmore Private Capital
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$77.4K (-$360)
Filed 2026-10-27
SJS Investment Consulting Inc.
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$64.8K (-$301)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$46.6K (-$217)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares830
Change+830
Value$28.6K
Filed 2026-10-21
Harbor Asset Planning, Inc.
INCREASED
Shares590 from 583
Change+7 (+1%)
Value$20.3K (+$155)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares543 from 537
Change+6 (+1%)
Value$18.7K (+$143)
Filed 2026-11-05
Winch Advisory Services, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$6.9K (-$33)
Filed 2026-11-06
VestGen Advisors, LLC
CLOSED
Shares0 from 105,226
Change-105,226 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-27
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 17,159
Change-17,159 (-100%)
Value$0 (-$593.0K)
Filed 2026-11-03
Absolute Capital Management, LLC
CLOSED
Shares0 from 9,612
Change-9,612 (-100%)
Value$0 (-$332.2K)
Filed 2026-10-16
Cullen T Bankers, Inc.
CLOSED
Shares0 from 1,385
Change-1,385 (-100%)
Value$0 (-$47.9K)
Filed 2026-10-28
DecisionPoint Financial, LLC
CLOSED
Shares0 from 1,051
Change-1,051 (-100%)
Value$0 (-$35.8K)
Filed 2026-10-27
Russell Investments Group, Ltd.
CLOSED
Shares0 from 416
Change-416 (-100%)
Value$0 (-$14.4K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$11.9K)
Filed 2026-11-02
Northern Trust Corp
N/A
Shares— from 17,054,225
Change-17,054,225 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,470,384
Change-1,470,384 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 881,997
Change-881,997 (-100%)
Value—
UBS Group AG
N/A
Shares— from 612,547
Change-612,547 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 606,604
Change-606,604 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 369,460
Change-369,460 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 359,000
Change-359,000 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 266,486
Change-266,486 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 231,030
Change-231,030 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 180,819
Change-180,819 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 165,846
Change-165,846 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 143,051
Change-143,051 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 108,341
Change-108,341 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 101,135
Change-101,135 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 89,769
Change-89,769 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 57,798
Change-57,798 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 56,944
Change-56,944 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,964
Change-48,964 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,186
Change-42,186 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,585
Change-28,585 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,632
Change-17,632 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,149
Change-17,149 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,891
Change-16,891 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 15,909
Change-15,909 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,340
Change-14,340 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,402
Change-13,402 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 11,403
Change-11,403 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,733
Change-9,733 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,171
Change-9,171 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 7,125
Change-7,125 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,651
Change-6,651 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 5,790
Change-5,790 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 271
Change-271 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 64
Change-64 (-100%)
Value—
Status
Keybank National Association
INCREASED3,167,7603,163,900+3,860+0%$109.3M$109.0M-$373.4K2026-11-04
Bank of New York Mellon Corp
INCREASED1,138,737975,743+162,994+17%$33.7M$39.2M+$5.5M2026-11-05
Creative Planning
DECREASED177,877177,907-300%$6.1M$6.1M-$29.5K2026-11-02
LPL Financial LLC
INCREASED157,478147,600+9,878+7%$5.1M$5.4M+$316.2K2026-11-06
Allworth Financial LP
UNCHANGED135,671135,67100%$4.7M$4.7M$02026-11-06
First Financial Corp
UNCHANGED104,470104,47000%$3.6M$3.6M-$16.7K2026-10-13
UMB Bank, n.a.
DECREASED71,82585,520-13,695-16%$3.0M$2.5M-$484.8K2026-11-06
Curry Webb Wealth Management LLC
UNCHANGED59,24259,24200%$2.0M$2.0M$02026-10-22
Mather Group, Llc.
UNCHANGED55,49655,49600%$1.9M$1.9M-$8.9K2026-10-14
PNC Financial Services Group, Inc.
NEW50,200—+50,200——$1.7M—2026-11-06
BIP Wealth, LLC
INCREASED50,19649,613+583+1%$1.7M$1.7M+$12.1K2026-10-22
Farther Finance Advisors, LLC
INCREASED43,39043,203+187+0%$1.5M$1.5M-$4002026-10-08
Commonwealth Equity Services, LLC
DECREASED36,40062,295-25,895-42%$2.2M$1.3M-$900.8K2026-11-02
Atria Investments, Inc
INCREASED36,11035,854+256+1%$1.2M$1.2M+$3.1K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED33,37032,116+1,254+4%$1.1M$1.1M+$38.0K2026-11-02
First Heartland Consultants, Inc.
INCREASED33,26833,043+225+1%$1.1M$1.1M+$2.5K2026-10-08
Kestra Advisory Services, LLC
INCREASED32,29731,902+395+1%$1.1M$1.1M+$8.5K2026-11-02
HUB Investment Partners, LLC
INCREASED32,20231,545+657+2%$1.1M$1.1M+$17.6K2026-11-03
Holcombe Financial, Inc.
DECREASED29,785192,353-162,568-85%$6.6M$1.0M-$5.6M2026-10-16
WealthPlan Investment Management, LLC
DECREASED27,94328,084-1410%$970.6K$961.2K-$9.3K2026-10-15
RVW Wealth, LLC
INCREASED16,62415,875+749+5%$548.6K$571.9K+$23.2K2026-10-06
Quartz Partners, LLC
UNCHANGED16,45416,45400%$568.7K$566.0K-$2.6K2026-11-03
Essex Bank
UNCHANGED16,00616,00600%$553.0K$550.4K-$2.6K2026-10-16
Valued Retirements, Inc.
UNCHANGED14,99614,99600%$518.3K$515.9K-$2.4K2026-11-06
Fifth Third Bancorp
DECREASED14,24315,967-1,724-11%$551.8K$490.0K-$61.9K2026-11-05
Gilbert Capital Group, Inc.
DECREASED13,86616,134-2,268-14%$557.6K$477.0K-$80.6K2026-10-28
WealthPoint Financial, LLC
INCREASED13,53713,279+258+2%$458.9K$465.7K+$6.8K2026-11-03
Bryn Mawr Trust Advisors, LLC
UNCHANGED13,48313,48300%$466.0K$463.8K-$2.2K2026-11-04
NBT Bank, N.A.
UNCHANGED12,28512,28500%$424.6K$422.6K-$2.0K2026-10-21
Clark Asset Management, LLC
UNCHANGED10,70810,70800%$370.1K$368.4K-$1.7K2026-10-19
Anson Capital, Inc.
UNCHANGED10,05310,05300%$347.4K$345.8K-$1.6K2026-10-23
MGO One Seven LLC
NEW10,000—+10,000——$344.0K—2026-10-28
Americana Partners, LLC
DECREASED9,28411,284-2,000-18%$390.0K$319.4K-$70.6K2026-10-28
Live Oak Private Wealth LLC
UNCHANGED8,8578,85700%$306.1K$304.7K-$1.4K2026-11-02
Charter Capital Management, Llc\de
UNCHANGED8,8458,84500%$305.7K$304.3K-$1.4K2026-10-28
Montag A & Associates Inc
INCREASED7,8291,750+6,079+347%$60.5K$269.3K+$208.8K2026-10-29
Cabot Wealth Management Inc
DECREASED6,2596,412-153-2%$221.6K$215.3K-$6.3K2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED5,8355,83500%$201.7K$200.7K-$9342026-11-06
Kroeger Financial Partners
UNCHANGED5,8085,80800%$200.7K$199.8K-$9292026-10-19
Bfsg, LLC
NEW5,022—+5,022——$172.8K—2026-10-30
Lanark Financial, Inc.
DECREASED4,7575,137-380-7%$177.6K$163.6K-$13.9K2026-10-26
UMB Private Wealth Management, LLC
NEW3,451—+3,451——$118.7K—2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED2,5752,57500%$89.0K$88.6K-$4122026-11-03
GGM Financial LLC
UNCHANGED2,3862,38600%$82.5K$82.1K-$3822026-11-05
Rossmore Private Capital
UNCHANGED2,2502,25000%$77.8K$77.4K-$3602026-10-27
SJS Investment Consulting Inc.
UNCHANGED1,8831,88300%$65.1K$64.8K-$3012026-10-26
US Bancorp \de\
UNCHANGED1,3551,35500%$46.8K$46.6K-$2172026-11-05
Assetmark, Inc
NEW830—+830——$28.6K—2026-10-21
Harbor Asset Planning, Inc.
INCREASED590583+7+1%$20.1K$20.3K+$1552026-10-23
Larson Financial Group LLC
INCREASED543537+6+1%$18.5K$18.7K+$1432026-11-05
Winch Advisory Services, LLC
UNCHANGED20120100%$6.9K$6.9K-$332026-11-06
VestGen Advisors, LLC
CLOSED0105,226-105,226-100%$3.6M$0-$3.6M2026-10-27
Uhlmann Price Securities, LLC
CLOSED017,159-17,159-100%$593.0K$0-$593.0K2026-11-03
Absolute Capital Management, LLC
CLOSED09,612-9,612-100%$332.2K$0-$332.2K2026-10-16
Cullen T Bankers, Inc.
CLOSED01,385-1,385-100%$47.9K$0-$47.9K2026-10-28
DecisionPoint Financial, LLC
CLOSED01,051-1,051-100%$35.8K$0-$35.8K2026-10-27
Russell Investments Group, Ltd.
CLOSED0416-416-100%$14.4K$0-$14.4K2026-11-06
International Assets Investment Management, LLC
CLOSED0350-350-100%$11.9K$0-$11.9K2026-11-02
Northern Trust Corp
N/A—17,054,225-17,054,225-100%$589.4M———
Royal Bank of Canada
N/A—1,470,384-1,470,384-100%$50.8M———
Morgan Stanley
N/A—881,997-881,997-100%$30.5M———
UBS Group AG
N/A—612,547-612,547-100%$21.2M———
Envestnet Asset Management Inc
N/A—606,604-606,604-100%$21.0M———
Wealthspire Advisors, LLC
N/A—369,460-369,460-100%$12.8M———
Wells Fargo & Company
N/A—359,000-359,000-100%$12.4M———
Kingsview Wealth Management, LLC
N/A—266,486-266,486-100%$9.2M———
Osaic Holdings, Inc.
N/A—231,030-231,030-100%$8.0M———
Raymond James Financial Inc
N/A—180,819-180,819-100%$6.2M———
MML Investors Services, LLC
N/A—165,846-165,846-100%$5.7M———
Wealthfront Advisers LLC
N/A—143,051-143,051-100%$4.9M———
Bank of America Corp
N/A—108,341-108,341-100%$3.7M———
VestGen Investment Management
N/A—101,135-101,135-100%$3.5M———
HighTower Advisors, LLC
N/A—89,769-89,769-100%$3.1M———
Jones Financial Companies Lllp
N/A—57,798-57,798-100%$2.0M———
Baird Financial Group, Inc.
N/A—56,944-56,944-100%$2.0M———
Susquehanna International Group, LLP
N/A—48,964-48,964-100%$1.7M———
Jane Street Group, LLC
N/A—42,186-42,186-100%$1.5M———
NewEdge Advisors, LLC
N/A—28,585-28,585-100%$987.9K———
JPMorgan Chase & Co
N/A—17,632-17,632-100%$607.3K———
AQR Capital Management LLC
N/A—17,149-17,149-100%$592.7K———
Mercer Global Advisors Inc
N/A—16,891-16,891-100%$583.7K———
Rothschild Wealth LLC
N/A—15,909-15,909-100%$549.8K———
Cetera Investment Advisers
N/A—14,340-14,340-100%$495.6K———
Natixis Advisors, LLC
N/A—13,402-13,402-100%$463.0K———
Empire Financial Management Company, LLC
N/A—11,403-11,403-100%$394.1K———
FMR LLC
N/A—11,003-11,003-100%$380.2K———
Quantinno Capital Management LP
N/A—9,733-9,733-100%$336.4K———
Ameriprise Financial Inc
N/A—9,171-9,171-100%$317.0K———
Fortis Capital Management LLC
N/A—7,133-7,133-100%$246.5K———
Comprehensive Money Management Services LLC
N/A—7,125-7,125-100%$246.2K———
Northwestern Mutual Wealth Management Co
N/A—6,880-6,880-100%$237.8K———
Captrust Financial Advisors
N/A—6,750-6,750-100%$233.3K———
Mariner, LLC
N/A—6,651-6,651-100%$229.9K———
Stifel Financial Corp
N/A—6,469-6,469-100%$223.6K———
Bessemer Group Inc
N/A—5,826-5,826-100%$201.0K———
Cofg Advisors, LLC
N/A—5,824-5,824-100%$201.3K———
Painted Porch Advisors LLC
N/A—5,790-5,790-100%$200.1K———
Atlantic Private Wealth, LLC
N/A—5,229-5,229-100%$180.7K———
Bank of Montreal
N/A—5,229-5,229-100%$180.7K———
Highland Investment Advisors LLC
N/A—1,151-1,151-100%$39.8K———
IMA Advisory Services, Inc.
N/A—650-650-100%$22.5K———
Caldwell Sutter Capital, Inc.
N/A—271-271-100%$9.4K———
Harbour Investments, Inc.
N/A—200-200-100%$6.9K———
Aptus Capital Advisors, LLC
N/A—198-198-100%$6.8K———
CVA Family Office, LLC
N/A—165-165-100%$5.7K———
Medallion Wealth Advisors, LLC
N/A—104-104-100%$3.6K———
Qube Research & Technologies Ltd
N/A—64-64-100%$2.2K———
Showing 107 of 107 institutions