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Vistashares AIS ETF (AIS)

CUSIP: 45259A845 | NYSE | 150 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gradient Investments LLC276,731
0.3% of portfolio›$20.7M
Beaumont Financial Advisors, LLC254,297
1.2% of portfolio›$19.0M
Altfest L J & Co Inc121,767
0.9% of portfolio›$9.1M
Retirement Financial Solutions, LLC110,864
2.0% of portfolio›$8.3M
Carter Financial Group, Inc.79,935
3.0% of portfolio›$6.0M
SFI Advisors, LLC78,717
4.8% of portfolio›$5.9M
Noble Wealth Management PBC60,095
2.0% of portfolio›$4.5M
Mather Group, Llc.59,559
0.0% of portfolio›$4.5M
Gaddis Premier Wealth Advisors LLC52,833
2.2% of portfolio›$3.9M
Cambridge Investment Research Advisors, Inc.51,909
0.0% of portfolio›$3.9M
Kestra Advisory Services, LLC48,689
0.0% of portfolio›$3.6M
Berbice Capital Management LLC47,811
1.8% of portfolio›$3.6M
Commonwealth Equity Services, LLC34,444
0.0% of portfolio›$2.6M
Kennedy Investment Group, Inc.27,580
0.7% of portfolio›$2.1M
Vista Investment Partners II, LLC27,226
0.8% of portfolio›$2.0M
VestGen Advisors, LLC27,082
0.1% of portfolio›$2.0M
Curran Financial Partners, LLC24,033
0.3% of portfolio›$1.8M
Aurora Private Wealth, Inc.22,900
2.2% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC22,733
0.0% of portfolio›$1.7M
Wealthstar Advisors, LLC14,768
0.3% of portfolio›$1.1M
Clear Creek Financial Management, LLC13,094
0.1% of portfolio›$978.4K
Uptick Partners, LLC12,757
0.1% of portfolio›$953.2K
ATX Financial Planning, LLC10,907
0.5% of portfolio›$815.0K
Willner & Heller, LLC10,331
0.5% of portfolio›$771.9K
Visionary Wealth Advisors10,043
0.0% of portfolio›$750.4K
Prosperitas Financial LLC9,216
0.2% of portfolio›$688.6K
CoreCap Advisors, LLC9,073
0.0% of portfolio›$677.9K
Wealthcare Advisory Partners LLC8,703
0.0% of portfolio›$650.3K
New England Private Wealth Advisors LLC8,377
0.1% of portfolio›$626.0K
International Assets Investment Management, LLC7,924
0.0% of portfolio›$603.3K
4Wealth Advisors, Inc.7,844
0.4% of portfolio›$590.0K
Grange Capital, LLC7,703
0.5% of portfolio›$575.6K
Concurrent Investment Advisors, LLC7,103
0.0% of portfolio›$530.7K
Simplex Trading, LLC7,056
0.0% of portfolio›$527.2K
Paladin Wealth, LLC6,380
0.3% of portfolio›$476.7K
SAX Wealth Advisors, LLC5,945
0.0% of portfolio›$444.2K
Kestra Private Wealth Services, LLC4,591
0.0% of portfolio›$343.0K
D.A. Davidson & Co.4,586
0.0% of portfolio›$342.7K
Strategy Asset Managers LLC4,493
0.1% of portfolio›$335.7K
Creative Planning4,128
0.0% of portfolio›$308.4K
Ignite Planners, LLC4,019
0.0% of portfolio›$300.3K
Third View Private Wealth, LLC3,655
0.0% of portfolio›$273.1K
Trademark Financial Management, LLC3,175
0.1% of portfolio›$237.2K
Aspirean Wealth, LLC3,163
0.2% of portfolio›$236.3K
Kellett Wealth Advisors, LLC3,100
0.1% of portfolio›$231.6K
WT Wealth Management2,964
0.1% of portfolio›$221.5K
Farther Finance Advisors, LLC2,951
0.0% of portfolio›$220.5K
Vise Technologies, Inc.2,895
0.0% of portfolio›$216.3K
Perigon Wealth Management, LLC2,872
0.0% of portfolio›$214.6K
Benchmark Financial Wealth Advisors, LLC2,760
0.0% of portfolio›$206.2K
Balance Wealth Partners LLC2,422
0.0% of portfolio›$181.0K
Creative Financial Designs Inc2,270
0.0% of portfolio›$169.6K
Armstrong Advisory Group, Inc1,547
0.0% of portfolio›$115.6K
Spire Wealth Management400
0.0% of portfolio›$29.9K
GHP Investment Advisors, Inc.400
0.0% of portfolio›$29.9K
IFP Advisors, Inc153
0.0% of portfolio›$11.4K
Reap Financial Group, LLC140
0.0% of portfolio›$10.5K
Nova Financial LLC130
0.0% of portfolio›$9.7K
Assetmark, Inc35
0.0% of portfolio›$2.6K
Triumph Capital Management28
0.0% of portfolio›$2.1K
Wolff Wiese Magana LLC20
0.0% of portfolio›$1.5K
Root Financial Partners, LLC15
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Gradient Investments LLC
276,731$20.7M0.3%CoreMediumArden Hills, MN2026-10-08
Beaumont Financial Advisors, LLC
254,297$19.0M1.2%GrowthMediumNeedham, MA2026-10-22
Altfest L J & Co Inc
121,767$9.1M0.9%ETFHighNew York, NY2026-10-27
Retirement Financial Solutions, LLC
110,864$8.3M2.0%ETFMediumKnoxville, TN2026-10-20
Carter Financial Group, Inc.
79,935$6.0M3.0%GrowthLowBarrington, IL2026-10-21
SFI Advisors, LLC
78,717$5.9M4.8%ETFLowMontclair, NJ2026-10-30
Noble Wealth Management PBC
60,095$4.5M2.0%YieldMediumGreenwood Village, CO2026-10-01
Mather Group, Llc.
59,559$4.5M0.0%ETFMediumChicago, IL2026-10-14
Gaddis Premier Wealth Advisors LLC
52,833$3.9M2.2%ETFMediumDurant, OK2026-10-29
Cambridge Investment Research Advisors, Inc.
51,909$3.9M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
48,689$3.6M0.0%CoreLowAustin, TX2026-11-02
Berbice Capital Management LLC
47,811$3.6M1.8%MomentumLowMelville, NY2026-10-13
Commonwealth Equity Services, LLC
34,444$2.6M0.0%ETFLowWaltham, MA2026-11-02
Kennedy Investment Group, Inc.
27,580$2.1M0.7%GrowthLowWest Deptford, NJ2026-10-21
Vista Investment Partners II, LLC
27,226$2.0M0.8%CoreMediumRichmond, IN2026-10-15
VestGen Advisors, LLC
27,082$2.0M0.1%GrowthMediumChicago, IL2026-10-27
Curran Financial Partners, LLC
24,033$1.8M0.3%ETFMediumDaniel Island, SC2026-11-04
Aurora Private Wealth, Inc.
22,900$1.7M2.2%ETFLowRockaway, NJ2026-10-20
Wealth Enhancement Advisory Services, LLC
22,733$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Wealthstar Advisors, LLC
14,768$1.1M0.3%ETFMediumPlano, TX2026-10-19
Clear Creek Financial Management, LLC
13,094$978.4K0.1%ETFMediumSilverdale, WA2026-10-28
Uptick Partners, LLC
12,757$953.2K0.1%ETFLowNacogdoches, TX2026-11-04
ATX Financial Planning, LLC
10,907$815.0K0.5%ETFHighAustin, TX2026-10-14
Willner & Heller, LLC
10,331$771.9K0.5%GrowthLowEncino, CA2026-10-28
Visionary Wealth Advisors
10,043$750.4K0.0%ETFLowO'Fallon, IL2026-11-04
Prosperitas Financial LLC
9,216$688.6K0.2%GrowthLowValencia, CA2026-10-28
CoreCap Advisors, LLC
9,073$677.9K0.0%ETFMediumSouthfield, MI2026-10-08
Wealthcare Advisory Partners LLC
8,703$650.3K0.0%ETFLowWest Chester, PA2026-10-21
New England Private Wealth Advisors LLC
8,377$626.0K0.1%ETFVery LowWellesley, MA2026-10-19
International Assets Investment Management, LLC
7,924$603.3K0.0%CoreVery HighOrlando, FL2026-11-02
4Wealth Advisors, Inc.
7,844$590.0K0.4%ETFMediumBurr Ridge, IL2026-10-13
Grange Capital, LLC
7,703$575.6K0.5%GrowthMediumBeaverton, OR2026-10-20
Concurrent Investment Advisors, LLC
7,103$530.7K0.0%GrowthMediumTampa, FL2026-10-16
Simplex Trading, LLC
7,056$527.2K0.0%CoreVery HighChicago, IL2026-11-04
Paladin Wealth, LLC
6,380$476.7K0.3%CoreLowArden Hills, MN2026-10-23
SAX Wealth Advisors, LLC
5,945$444.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Kestra Private Wealth Services, LLC
4,591$343.0K0.0%GrowthLowAustin, TX2026-10-30
D.A. Davidson & Co.
4,586$342.7K0.0%CoreLowGreat Falls, MT2026-10-28
Strategy Asset Managers LLC
4,493$335.7K0.1%CoreLowPasadena, CA2026-10-14
Creative Planning
4,128$308.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Ignite Planners, LLC
4,019$300.3K0.0%CoreLowSan Clemente, CA2026-10-14
Third View Private Wealth, LLC
3,655$273.1K0.0%GrowthLowWestport, CT2026-10-30
Trademark Financial Management, LLC
3,175$237.2K0.1%ETFMediumBloomington, MN2026-10-23
Aspirean Wealth, LLC
3,163$236.3K0.2%ETFN/AMill Valley, CA2026-11-03
Kellett Wealth Advisors, LLC
3,100$231.6K0.1%ETFMediumCincinnati, OH2026-10-15
WT Wealth Management
2,964$221.5K0.1%ETFMediumScottsdale, AZ2026-10-13
Farther Finance Advisors, LLC
2,951$220.5K0.0%IndexLowSan Francisco, CA2026-10-08
Vise Technologies, Inc.
2,895$216.3K0.0%IndexLowNew York, NY2026-10-29
Perigon Wealth Management, LLC
2,872$214.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Benchmark Financial Wealth Advisors, LLC
2,760$206.2K0.0%ETFLowBoca Raton, FL2026-10-20
Balance Wealth Partners LLC
2,422$181.0K0.0%ETFMediumWorthington, OH2026-10-27
Creative Financial Designs Inc
2,270$169.6K0.0%ETFMediumKokomo, IN2026-11-04
Armstrong Advisory Group, Inc
1,547$115.6K0.0%ETFHighNeedham, MA2026-10-09
Spire Wealth Management
400$29.9K0.0%GrowthMediumMclean, VA2026-10-30
GHP Investment Advisors, Inc.
400$29.9K0.0%CoreVery LowDenver, CO2026-10-15
IFP Advisors, Inc
153$11.4K0.0%GrowthLowTampa, FL2026-10-16
Reap Financial Group, LLC
140$10.5K0.0%ETFLowAustin, TX2026-11-02
Nova Financial LLC
130$9.7K0.0%N/AN/ATucson, AZ2026-11-04
Assetmark, Inc
35$2.6K0.0%ETFLowConcord, CA2026-10-21
Triumph Capital Management
28$2.1K0.0%ETFMediumDenver, CO2026-10-14
Wolff Wiese Magana LLC
20$1.5K0.0%GrowthLowCarslbad, CA2026-10-15
Root Financial Partners, LLC
15$1.1K0.0%ETFMediumEncinitas, CA2026-10-21