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Honeywell International Inc (HON)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jacobs & Co
INCREASED
Shares64,949 from 64,555
Change+394 (+1%)
Value$13.7K (-$753)
Filed 2026-10-09
Talbot Financial, LLC
DECREASED
Shares47,790 from 48,691
Change-901 (-2%)
Value$10.1M (-$821.0K)
Filed 2026-10-19
CX Institutional
INCREASED
Shares43,532 from 5,393
Change+38,139 (+707%)
Value$9.2K (+$8.0K)
Filed 2026-10-02
Cohen Klingenstein LLC
UNCHANGED
Shares20,310 from 20,310
Change0 (0%)
Value$4.3M (-$263.2K)
Filed 2026-10-15
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares17,525 from 17,525
Change0 (0%)
Value$3.7M (-$227.1K)
Filed 2026-10-30
WD Rutherford LLC
DECREASED
Shares10,996 from 11,764
Change-768 (-7%)
Value$2.3M (-$314.4K)
Filed 2026-10-26
Sawyer & Company, Inc
DECREASED
Shares8,753 from 8,968
Change-215 (-2%)
Value$1.8M (-$161.6K)
Filed 2026-10-21
Stanley-Laman Group, Ltd.
DECREASED
Shares7,901 from 8,098
Change-197 (-2%)
Value$1.7M (-$146.5K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED
Shares7,172 from 8,685
Change-1,513 (-17%)
Value$1.5M (-$431.7K)
Filed 2026-10-27
Wendell David Associates Inc
DECREASED
Shares6,782 from 6,832
Change-50 (-1%)
Value$1.4M (-$99.0K)
Filed 2026-10-27
Bdf-Gestion
DECREASED
Shares6,733 from 7,587
Change-854 (-11%)
Value$1.4M (+$374.2K)
Filed 2026-10-19
Fruth Investment Management
INCREASED
Shares6,336 from 4,836
Change+1,500 (+31%)
Value$1.3K (+$254)
Filed 2026-10-13
Cullinan Associates Inc
DECREASED
Shares4,331 from 4,345
Change-14 (0%)
Value$913.6K (-$59.3K)
Filed 2026-11-03
Montchanin Asset Management, LLC
DECREASED
Shares4,307 from 4,308
Change-1 (0%)
Value$909.0K (+$908.0K)
Filed 2026-11-02
Winch Advisory Services, LLC
INCREASED
Shares3,641 from 3,602
Change+39 (+1%)
Value$768.1K (-$38.4K)
Filed 2026-11-06
Asset Planning,Inc
INCREASED
Shares2,027 from 1,974
Change+53 (+3%)
Value$427.6K (-$14.4K)
Filed 2026-10-26
Campbell Newman Asset Management Inc
DECREASED
Shares1,618 from 1,619
Change-1 (0%)
Value$341.3K (-$21.1K)
Filed 2026-10-22
Keating Investment Counselors Inc
DECREASED
Shares1,007 from 1,008
Change-1 (0%)
Value$212.4K (-$13.2K)
Filed 2026-10-14
Towne Trust Company, N.a
NEW
Shares500
Change+500
Value$105.5K
Filed 2026-10-28
Horrell Capital Management, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$47.5K (-$2.9K)
Filed 2026-10-08
Byrne Asset Management LLC
INCREASED
Shares130 from 116
Change+14 (+12%)
Value$27.8K (+$1.8K)
Filed 2026-10-06
Joseph Group Capital Management
DECREASED
Shares62 from 73
Change-11 (-15%)
Value$13.1K (-$3.3K)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
CLOSED
Shares0 from 598,248
Change-598,248 (-100%)
Value$0 (-$133.2M)
Filed 2026-10-27
Meyer Handelman Co
CLOSED
Shares0 from 277,001
Change-277,001 (-100%)
Value$0 (-$62.0M)
Filed 2026-10-28
Glenview Trust Co
CLOSED
Shares0 from 180,033
Change-180,033 (-100%)
Value$0 (-$41.8M)
Filed 2026-10-28
Trust Co of Vermont
CLOSED
Shares0 from 91,239
Change-91,239 (-100%)
Value$0 (-$20.4M)
Filed 2026-10-21
Rakuten Investment Management, Inc.
CLOSED
Shares0 from 76,392
Change-76,392 (-100%)
Value$0 (-$17.4M)
Filed 2026-10-30
Wallington Asset Management, LLC
CLOSED
Shares0 from 41,681
Change-41,681 (-100%)
Value$0 (-$9.3M)
Filed 2026-11-04
Payden & Rygel
CLOSED
Shares0 from 36,300
Change-36,300 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-28
Brick & Kyle, Associates
CLOSED
Shares0 from 27,157
Change-27,157 (-100%)
Value$0 (-$6.1M)
Filed 2026-11-05
Independent Investors Inc
CLOSED
Shares0 from 20,373
Change-20,373 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-30
Fulton Bank, N.A.
CLOSED
Shares0 from 17,637
Change-17,637 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-14
IFP Advisors, Inc
CLOSED
Shares0 from 16,107
Change-16,107 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-16
Chicago Trust Co NA
CLOSED
Shares0 from 15,413
Change-15,413 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-28
Pathway Financial Advisors LLC
CLOSED
Shares0 from 13,554
Change-13,554 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-07
Iowa State Bank
CLOSED
Shares0 from 13,516
Change-13,516 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-06
Consolidated Investment Group LLC
CLOSED
Shares0 from 12,539
Change-12,539 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-04
Citizens National Bank Trust Department
CLOSED
Shares0 from 12,450
Change-12,450 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-04
Private Trust Co NA
CLOSED
Shares0 from 11,865
Change-11,865 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-20
Sky Investment Group LLC
CLOSED
Shares0 from 11,147
Change-11,147 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-30
Providence Wealth Advisors, LLC
CLOSED
Shares0 from 10,390
Change-10,390 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-29
Old Second National Bank of Aurora
CLOSED
Shares0 from 10,093
Change-10,093 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-22
Great Waters Wealth Management
CLOSED
Shares0 from 8,158
Change-8,158 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-07
Hanson & Doremus Investment Management
CLOSED
Shares0 from 7,315
Change-7,315 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
Formidable Asset Management, LLC
CLOSED
Shares0 from 6,072
Change-6,072 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 6,040
Change-6,040 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Quintet Private Bank (Europe) S.A.
CLOSED
Shares0 from 5,749
Change-5,749 (-100%)
Value$0 (-$643.6K)
Filed 2026-10-08
Moneco Advisors, LLC
CLOSED
Shares0 from 5,102
Change-5,102 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Wellington Grp LLC
CLOSED
Shares0 from 4,757
Change-4,757 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
Adelphi Trust Co
CLOSED
Shares0 from 4,226
Change-4,226 (-100%)
Value$0 (-$946.2K)
Filed 2026-10-05
Alpine Bank Wealth Management
CLOSED
Shares0 from 4,192
Change-4,192 (-100%)
Value$0 (-$938.6K)
Filed 2026-10-16
Crescent Sterling, Ltd.
CLOSED
Shares0 from 4,025
Change-4,025 (-100%)
Value$0 (-$901.2K)
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
CLOSED
Shares0 from 4,005
Change-4,005 (-100%)
Value$0 (-$897.0K)
Filed 2026-10-30
Peoples Bank
CLOSED
Shares0 from 3,922
Change-3,922 (-100%)
Value$0 (-$878.1K)
Filed 2026-10-09
Plimoth Trust Co LLC
CLOSED
Shares0 from 3,907
Change-3,907 (-100%)
Value$0 (-$874.8K)
Filed 2026-10-26
Clearstead Advisors, LLC
CLOSED
Shares0 from 3,676
Change-3,676 (-100%)
Value$0 (-$823.1K)
Filed 2026-11-06
Bath Savings Trust Co
CLOSED
Shares0 from 3,664
Change-3,664 (-100%)
Value$0 (-$820.1K)
Filed 2026-10-07
Franklin Street Advisors Inc
CLOSED
Shares0 from 3,596
Change-3,596 (-100%)
Value$0 (-$805.0K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 3,528
Change-3,528 (-100%)
Value$0 (-$819.2K)
Filed 2026-10-22
Lawood & Co
CLOSED
Shares0 from 3,440
Change-3,440 (-100%)
Value$0 (-$770.2K)
Filed 2026-10-09
UMB Bank, n.a.
CLOSED
Shares0 from 3,301
Change-3,301 (-100%)
Value$0 (-$766.5K)
Filed 2026-11-06
Winthrop Capital Management, LLC
CLOSED
Shares0 from 2,937
Change-2,937 (-100%)
Value$0 (-$658.0K)
Filed 2026-11-05
Financial Management Network Inc
CLOSED
Shares0 from 2,345
Change-2,345 (-100%)
Value$0 (-$527.7K)
Filed 2026-10-09
Provident Investment Management, Inc.
CLOSED
Shares0 from 2,080
Change-2,080 (-100%)
Value$0 (-$465.6K)
Filed 2026-10-23
Parcion Private Wealth LLC
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$435.3K)
Filed 2026-10-28
Congress Asset Management Co
CLOSED
Shares0 from 1,667
Change-1,667 (-100%)
Value$0 (-$373.2K)
Filed 2026-10-06
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 1,659
Change-1,659 (-100%)
Value$0 (-$371.5K)
Filed 2026-10-27
West Bancorporation Inc
CLOSED
Shares0 from 1,513
Change-1,513 (-100%)
Value$0 (-$359.9K)
Filed 2026-10-29
Abacus Planning Group, Inc.
CLOSED
Shares0 from 1,434
Change-1,434 (-100%)
Value$0 (-$321.1K)
Filed 2026-11-02
First Premier Bank
CLOSED
Shares0 from 1,366
Change-1,366 (-100%)
Value$0 (-$318)
Filed 2026-10-13
First Command Advisory Services, Inc.
CLOSED
Shares0 from 1,308
Change-1,308 (-100%)
Value$0 (-$292.9K)
Filed 2026-11-05
American National Bank of Texas
CLOSED
Shares0 from 1,275
Change-1,275 (-100%)
Value$0 (-$285.5K)
Filed 2026-10-07
Townsend Asset Management Corp
CLOSED
Shares0 from 1,227
Change-1,227 (-100%)
Value$0 (-$274.8K)
Filed 2026-10-29
Eubel Brady & Suttman Asset Management Inc
CLOSED
Shares0 from 1,176
Change-1,176 (-100%)
Value$0 (-$263.0K)
Filed 2026-11-04
Barclays PLC
CLOSED
Shares0 from 1,073
Change-1,073 (-100%)
Value$0 (-$213.8K)
Filed 2026-11-06
Private Management Group Inc
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$239.6K)
Filed 2026-11-04
Trilogy Capital Inc.
CLOSED
Shares0 from 933
Change-933 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-20
Silvia Mccoll Wealth Management, LLC
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-07
Obsidian CIO, LLC
CLOSED
Shares0 from 549
Change-549 (-100%)
Value$0 (-$122.9K)
Filed 2026-11-05
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$29)
Filed 2026-11-06
1620 Investment Advisors, Inc.
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$22.8K)
Filed 2026-11-04
One River Asset Management, LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-21
RMG Wealth Management LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$18.8K)
Filed 2026-10-26
SRH Advisors, LLC
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$10)
Filed 2026-10-14
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-14
Prudent Man Investment Management, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-03
Gamma Investing LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-08
Navigoe, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-04
Horizon Financial Services, LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
University of Texas S AM Investment Management Co
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Rathbones Group PLC
N/A
Shares— from 322,748
Change-322,748 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 49,143
Change-49,143 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 39,968
Change-39,968 (-100%)
Value—
United Bank
N/A
Shares— from 39,138
Change-39,138 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 38,382
Change-38,382 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 37,206
Change-37,206 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,384
Change-25,384 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 25,058
Change-25,058 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 24,231
Change-24,231 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 16,026
Change-16,026 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 14,185
Change-14,185 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 13,177
Change-13,177 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 11,352
Change-11,352 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 10,135
Change-10,135 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 9,388
Change-9,388 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 8,756
Change-8,756 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 6,769
Change-6,769 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 686
Change-686 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 664
Change-664 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 260
Change-260 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 258
Change-258 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29
Change-29 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 28
Change-28 (-100%)
Value—
CNB Bank
N/A
Shares— from 4
Change-4 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Jacobs & Co
INCREASED64,94964,555+394+1%$14.5K$13.7K-$7532026-10-09
Talbot Financial, LLC
DECREASED47,79048,691-901-2%$10.9M$10.1M-$821.0K2026-10-19
CX Institutional
INCREASED43,5325,393+38,139+707%$1.2K$9.2K+$8.0K2026-10-02
Cohen Klingenstein LLC
UNCHANGED20,31020,31000%$4.5M$4.3M-$263.2K2026-10-15
Codex Capital Asset Management L.L.C.
UNCHANGED17,52517,52500%$3.9M$3.7M-$227.1K2026-10-30
WD Rutherford LLC
DECREASED10,99611,764-768-7%$2.6M$2.3M-$314.4K2026-10-26
Sawyer & Company, Inc
DECREASED8,7538,968-215-2%$2.0M$1.8M-$161.6K2026-10-21
Stanley-Laman Group, Ltd.
DECREASED7,9018,098-197-2%$1.8M$1.7M-$146.5K2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED7,1728,685-1,513-17%$1.9M$1.5M-$431.7K2026-10-27
Wendell David Associates Inc
DECREASED6,7826,832-50-1%$1.5M$1.4M-$99.0K2026-10-27
Bdf-Gestion
DECREASED6,7337,587-854-11%$1.0M$1.4M+$374.2K2026-10-19
Fruth Investment Management
INCREASED6,3364,836+1,500+31%$1.1K$1.3K+$2542026-10-13
Cullinan Associates Inc
DECREASED4,3314,345-140%$972.8K$913.6K-$59.3K2026-11-03
Montchanin Asset Management, LLC
DECREASED4,3074,308-10%$952$909.0K+$908.0K2026-11-02
Winch Advisory Services, LLC
INCREASED3,6413,602+39+1%$806.5K$768.1K-$38.4K2026-11-06
Asset Planning,Inc
INCREASED2,0271,974+53+3%$442.0K$427.6K-$14.4K2026-10-26
Campbell Newman Asset Management Inc
DECREASED1,6181,619-10%$362.4K$341.3K-$21.1K2026-10-22
Keating Investment Counselors Inc
DECREASED1,0071,008-10%$225.6K$212.4K-$13.2K2026-10-14
Towne Trust Company, N.a
NEW500—+500——$105.5K—2026-10-28
Horrell Capital Management, Inc.
UNCHANGED22522500%$50.4K$47.5K-$2.9K2026-10-08
Byrne Asset Management LLC
INCREASED130116+14+12%$26.0K$27.8K+$1.8K2026-10-06
Joseph Group Capital Management
DECREASED6273-11-15%$16.3K$13.1K-$3.3K2026-11-04
DekaBank Deutsche Girozentrale
CLOSED0598,248-598,248-100%$133.2M$0-$133.2M2026-10-27
Meyer Handelman Co
CLOSED0277,001-277,001-100%$62.0M$0-$62.0M2026-10-28
Glenview Trust Co
CLOSED0180,033-180,033-100%$41.8M$0-$41.8M2026-10-28
Trust Co of Vermont
CLOSED091,239-91,239-100%$20.4M$0-$20.4M2026-10-21
Rakuten Investment Management, Inc.
CLOSED076,392-76,392-100%$17.4M$0-$17.4M2026-10-30
Wallington Asset Management, LLC
CLOSED041,681-41,681-100%$9.3M$0-$9.3M2026-11-04
Payden & Rygel
CLOSED036,300-36,300-100%$8.1M$0-$8.1M2026-10-28
Brick & Kyle, Associates
CLOSED027,157-27,157-100%$6.1M$0-$6.1M2026-11-05
Independent Investors Inc
CLOSED020,373-20,373-100%$4.6M$0-$4.6M2026-10-30
Fulton Bank, N.A.
CLOSED017,637-17,637-100%$4.1M$0-$4.1M2026-10-14
IFP Advisors, Inc
CLOSED016,107-16,107-100%$3.7M$0-$3.7M2026-10-16
Chicago Trust Co NA
CLOSED015,413-15,413-100%$3.6M$0-$3.6M2026-10-28
Pathway Financial Advisors LLC
CLOSED013,554-13,554-100%$3.1M$0-$3.1M2026-10-07
Iowa State Bank
CLOSED013,516-13,516-100%$3.0M$0-$3.0M2026-10-06
Consolidated Investment Group LLC
CLOSED012,539-12,539-100%$2.8M$0-$2.8M2026-11-04
Citizens National Bank Trust Department
CLOSED012,450-12,450-100%$2.9M$0-$2.9M2026-11-04
Private Trust Co NA
CLOSED011,865-11,865-100%$2.8M$0-$2.8M2026-10-20
Sky Investment Group LLC
CLOSED011,147-11,147-100%$2.5M$0-$2.5M2026-10-30
Providence Wealth Advisors, LLC
CLOSED010,390-10,390-100%$2.3M$0-$2.3M2026-10-29
Old Second National Bank of Aurora
CLOSED010,093-10,093-100%$2.3M$0-$2.3M2026-10-22
Great Waters Wealth Management
CLOSED08,158-8,158-100%$1.8M$0-$1.8M2026-10-07
Hanson & Doremus Investment Management
CLOSED07,315-7,315-100%$1.6M$0-$1.6M2026-10-16
Formidable Asset Management, LLC
CLOSED06,072-6,072-100%$1.4M$0-$1.4M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED06,040-6,040-100%$1.4M$0-$1.4M2026-10-16
Quintet Private Bank (Europe) S.A.
CLOSED05,749-5,749-100%$643.6K$0-$643.6K2026-10-08
Moneco Advisors, LLC
CLOSED05,102-5,102-100%$1.1M$0-$1.1M2026-11-05
Wellington Grp LLC
CLOSED04,757-4,757-100%$1.1M$0-$1.1M2026-11-06
Adelphi Trust Co
CLOSED04,226-4,226-100%$946.2K$0-$946.2K2026-10-05
Alpine Bank Wealth Management
CLOSED04,192-4,192-100%$938.6K$0-$938.6K2026-10-16
Crescent Sterling, Ltd.
CLOSED04,025-4,025-100%$901.2K$0-$901.2K2026-10-16
Reynders McVeigh Capital Management, LLC
CLOSED04,005-4,005-100%$897.0K$0-$897.0K2026-10-30
Peoples Bank
CLOSED03,922-3,922-100%$878.1K$0-$878.1K2026-10-09
Plimoth Trust Co LLC
CLOSED03,907-3,907-100%$874.8K$0-$874.8K2026-10-26
Clearstead Advisors, LLC
CLOSED03,676-3,676-100%$823.1K$0-$823.1K2026-11-06
Bath Savings Trust Co
CLOSED03,664-3,664-100%$820.1K$0-$820.1K2026-10-07
Franklin Street Advisors Inc
CLOSED03,596-3,596-100%$805.0K$0-$805.0K2026-10-13
Symphony Financial, Ltd. Co.
CLOSED03,528-3,528-100%$819.2K$0-$819.2K2026-10-22
Lawood & Co
CLOSED03,440-3,440-100%$770.2K$0-$770.2K2026-10-09
UMB Bank, n.a.
CLOSED03,301-3,301-100%$766.5K$0-$766.5K2026-11-06
Winthrop Capital Management, LLC
CLOSED02,937-2,937-100%$658.0K$0-$658.0K2026-11-05
Financial Management Network Inc
CLOSED02,345-2,345-100%$527.7K$0-$527.7K2026-10-09
Provident Investment Management, Inc.
CLOSED02,080-2,080-100%$465.6K$0-$465.6K2026-10-23
Parcion Private Wealth LLC
CLOSED01,944-1,944-100%$435.3K$0-$435.3K2026-10-28
Congress Asset Management Co
CLOSED01,667-1,667-100%$373.2K$0-$373.2K2026-10-06
FSM Wealth Advisors, LLC
CLOSED01,659-1,659-100%$371.5K$0-$371.5K2026-10-27
West Bancorporation Inc
CLOSED01,513-1,513-100%$359.9K$0-$359.9K2026-10-29
Abacus Planning Group, Inc.
CLOSED01,434-1,434-100%$321.1K$0-$321.1K2026-11-02
First Premier Bank
CLOSED01,366-1,366-100%$318$0-$3182026-10-13
First Command Advisory Services, Inc.
CLOSED01,308-1,308-100%$292.9K$0-$292.9K2026-11-05
American National Bank of Texas
CLOSED01,275-1,275-100%$285.5K$0-$285.5K2026-10-07
Townsend Asset Management Corp
CLOSED01,227-1,227-100%$274.8K$0-$274.8K2026-10-29
Eubel Brady & Suttman Asset Management Inc
CLOSED01,176-1,176-100%$263.0K$0-$263.0K2026-11-04
Barclays PLC
CLOSED01,073-1,073-100%$213.8K$0-$213.8K2026-11-06
Private Management Group Inc
CLOSED01,070-1,070-100%$239.6K$0-$239.6K2026-11-04
Trilogy Capital Inc.
CLOSED0933-933-100%$208.9K$0-$208.9K2026-10-20
Silvia Mccoll Wealth Management, LLC
CLOSED0910-910-100%$203.7K$0-$203.7K2026-10-07
Obsidian CIO, LLC
CLOSED0549-549-100%$122.9K$0-$122.9K2026-11-05
Strategic Wealth Advisors LLC
CLOSED0149-149-100%$29$0-$292026-11-06
1620 Investment Advisors, Inc.
CLOSED0102-102-100%$22.8K$0-$22.8K2026-11-04
One River Asset Management, LLC
CLOSED093-93-100%$20.8K$0-$20.8K2026-10-21
RMG Wealth Management LLC
CLOSED080-80-100%$18.8K$0-$18.8K2026-10-26
SRH Advisors, LLC
CLOSED062-62-100%$13.9K$0-$13.9K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED043-43-100%$10$0-$102026-10-14
LFA - Lugano Financial Advisors SA
CLOSED035-35-100%$7.8K$0-$7.8K2026-11-03
Wilmington Savings Fund Society, FSB
CLOSED029-29-100%$6.7K$0-$6.7K2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED023-23-100%$5.2K$0-$5.2K2026-10-14
Prudent Man Investment Management, Inc.
CLOSED016-16-100%$3.1K$0-$3.1K2026-11-03
Gamma Investing LLC
CLOSED012-12-100%$2.7K$0-$2.7K2026-10-08
Navigoe, LLC
CLOSED04-4-100%$0$0$02026-11-04
Horizon Financial Services, LLC
CLOSED000—$0$0$02026-11-04
University of Texas S AM Investment Management Co
CLOSED000—$0$0$02026-11-03
Strengthening Families & Communities, LLC
CLOSED000—$0$0$02026-10-21
Ascentis Wealth Management, LLC
CLOSED000—$0$0$02026-11-03
Rathbones Group PLC
N/A—322,748-322,748-100%$74.9M———
Bowen Hanes & Co Inc
N/A—49,143-49,143-100%$11.1M———
Morningstar Investment Management LLC
N/A—39,968-39,968-100%$9.0M———
United Bank
N/A—39,138-39,138-100%$7.2M———
Mizuho Securities USA LLC
N/A—38,382-38,382-100%$8.7M———
Erste Asset Management GmbH
N/A—37,206-37,206-100%$8.6M———
World Investment Advisors
N/A—25,384-25,384-100%$5.7M———
Valueworks LLC
N/A—25,058-25,058-100%$5.6M———
Harvest Fund Management Co., Ltd
N/A—24,231-24,231-100%$5.4M———
German American Bancorp, Inc.
N/A—16,026-16,026-100%$3.6M———
Fayez Sarofim & Co
N/A—14,185-14,185-100%$3.2M———
Connable Office Inc
N/A—13,177-13,177-100%$3.0M———
U S Wealth Group, Llc.
N/A—11,352-11,352-100%$2.5M———
Brooks, Moore & Associates, Inc.
N/A—10,135-10,135-100%$2.3M———
Smithfield Trust Co
N/A—10,026-10,026-100%$2.3K———
Pinnacle Holdings, LLC
N/A—9,850-9,850-100%$2.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—9,388-9,388-100%$2.0M———
Accent Capital Management, LLC
N/A—8,756-8,756-100%$2.0M———
One Capital Management, LLC
N/A—6,769-6,769-100%$1.5M———
North Dallas Bank & Trust Co
N/A—5,199-5,199-100%$1.2M———
Centric Wealth Management
N/A—4,845-4,845-100%$1.0M———
Marietta Investment Partners LLC
N/A—4,810-4,810-100%$1.1M———
Schulhoff & Co Inc
N/A—4,417-4,417-100%$989.0K———
Reyl & Cie S.A.
N/A—3,321-3,321-100%$752.7K———
Ironwood Investment Counsel, LLC
N/A—3,006-3,006-100%$673.0K———
Corsicana & Co.
N/A—3,001-3,001-100%$696.9K———
Dearborn Partners LLC
N/A—2,966-2,966-100%$664.2K———
Kirtland Hills Capital Management, LLC
N/A—2,875-2,875-100%$643.7K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—2,777-2,777-100%$631.0K———
Wilson & Boucher Capital Management, LLC
N/A—2,739-2,739-100%$613.3K———
Ellenbecker Investment Group
N/A—2,613-2,613-100%$585.1K———
Huntington National Bank
N/A—2,156-2,156-100%$500.6K———
United Capital Financial Advisors, LLC
N/A—1,725-1,725-100%$386.2K———
Mmbg Investment Advisors Co.
N/A—1,686-1,686-100%$377.5K———
Godshalk Welsh Capital Management, Inc.
N/A—1,530-1,530-100%$342.6K———
Athena Investment Management
N/A—1,329-1,329-100%$297.6K———
Prosperity Bancshares Inc
N/A—1,266-1,266-100%$294.0K———
Venturi Wealth Management, LLC
N/A—1,233-1,233-100%$276.1K———
Heartland Bank & Trust Co
N/A—1,197-1,197-100%$268.0K———
Bank OZK
N/A—1,170-1,170-100%$271.7K———
Constant Guidance Financial LLC
N/A—1,107-1,107-100%$247.9K———
Cardiff Park Advisors, LLC
N/A—1,076-1,076-100%$241.0K———
RED Reef Advisors LLC
N/A—1,035-1,035-100%$231.7K———
Destination Wealth Management
N/A—1,008-1,008-100%$225.6K———
Aberdeen Wealth Management LLC
N/A—721-721-100%$161.4K———
Kelly Lawrence W & Associates Inc
N/A—686-686-100%$153.7K———
Wellington-Altus USA Inc.
N/A—664-664-100%$150.1K———
Monetary Management Group Inc
N/A—500-500-100%$112.0K———
Ogorek Anthony Joseph
N/A—260-260-100%$58.0K———
Vega Investment Solutions
N/A—258-258-100%$57.8K———
Cbiz Investment Advisory Services, LLC
N/A—175-175-100%$39.6K———
Leo H. Evart, Inc.
N/A—100-100-100%$22.4K———
Bartlett & Co. Wealth Management LLC
N/A—89-89-100%$19.8K———
Core Capital Management & Research, inc.
N/A—70-70-100%$15.0K———
Atomic Invest LLC
N/A—47-47-100%$10.8K———
Jones Financial Companies Lllp
N/A—29-29-100%$6.7K———
Park Place Capital Corp
N/A—28-28-100%$6.2K———
CNB Bank
N/A—4-4-100%$929———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1-1-100%$214———
Showing 154 of 154 institutions