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Invesco China Technology ETF (CQQQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
INCREASED
Shares11,257,146 from 11,053,921
Change+203,225 (+2%)
Value$505.4M (-$125.0M)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares1,056,103 from 1,065,720
Change-9,617 (-1%)
Value$47.4M (-$13.4M)
Filed 2026-10-28
Summit Rock Advisors, LP
DECREASED
Shares447,427 from 537,658
Change-90,231 (-17%)
Value$20.1M (-$10.6M)
Filed 2026-10-15
Evergreen Capital Management LLC
DECREASED
Shares230,608 from 239,052
Change-8,444 (-4%)
Value$10.4M (-$3.3M)
Filed 2026-10-23
Krilogy Financial LLC
NEW
Shares220,295
Change+220,295
Value$9.5M
Filed 2026-10-13
Banque Pictet & CIE SA
DECREASED
Shares167,271 from 259,878
Change-92,607 (-36%)
Value$7.5M (-$7.3M)
Filed 2026-10-16
Jessup Wealth Management, Inc
DECREASED
Shares141,633 from 144,529
Change-2,896 (-2%)
Value$6.4M (-$1.9M)
Filed 2026-10-20
Carrera Capital Advisors
INCREASED
Shares83,268 from 76,509
Change+6,759 (+9%)
Value$3.7M (-$624.6K)
Filed 2026-11-03
GFG Capital, LLC
DECREASED
Shares76,201 from 84,425
Change-8,224 (-10%)
Value$3.4M (-$1.4M)
Filed 2026-10-16
Bfsg, LLC
NEW
Shares72,031
Change+72,031
Value$3.2M
Filed 2026-10-30
Bank Pictet & Cie (Europe) AG
NEW
Shares58,185
Change+58,185
Value$2.6M
Filed 2026-10-20
Union Bancaire Privee, UBP SA
DECREASED
Shares56,790 from 86,281
Change-29,491 (-34%)
Value$2.5M (-$2.2M)
Filed 2026-11-04
Icici Prudential Asset Management Co Ltd
UNCHANGED
Shares55,928 from 55,928
Change0 (0%)
Value$2.5M (-$680.4K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares42,298 from 47,240
Change-4,942 (-10%)
Value$1.9M (-$794.9K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
DECREASED
Shares41,125 from 41,325
Change-200 (0%)
Value$1.8M (-$510.3K)
Filed 2026-10-28
Vontobel Holding Ltd.
DECREASED
Shares33,670 from 57,120
Change-23,450 (-41%)
Value$1.5M (-$1.7M)
Filed 2026-10-16
Blue Line Capital, LLC / IL
INCREASED
Shares32,608 from 30,327
Change+2,281 (+8%)
Value$1.5M (-$265.5K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares31,320 from 2,000
Change+29,320 (+1466%)
Value$1.4M (+$1.3M)
Filed 2026-10-29
WIT Partners Advisory Pte. Ltd.
UNCHANGED
Shares27,110 from 27,110
Change0 (0%)
Value$1.2M (-$328.8K)
Filed 2026-10-16
Barclays PLC
UNCHANGED
Shares26,500 from 26,500
Change0 (0%)
Value$1.2M (-$321.4K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares26,200 from 26,862
Change-662 (-2%)
Value$1.2M (-$355.6K)
Filed 2026-10-08
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$987.8K (-$266.9K)
Filed 2026-11-06
Cordoba Advisory Partners LLC
UNCHANGED
Shares19,193 from 19,193
Change0 (0%)
Value$862.0K (-$229.0K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
NEW
Shares14,583
Change+14,583
Value$654.8K
Filed 2026-11-03
Natixis
UNCHANGED
Shares13,862 from 13,862
Change0 (0%)
Value$622.4K (-$168.1K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
INCREASED
Shares12,902 from 7,240
Change+5,662 (+78%)
Value$587.4K (+$254.2K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares10,558 from 14,778
Change-4,220 (-29%)
Value$474.1K (-$368.7K)
Filed 2026-10-27
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares10,110 from 10,110
Change0 (0%)
Value$453.9K (-$122.6K)
Filed 2026-10-28
First Growth Capital LLC
DECREASED
Shares9,361 from 10,090
Change-729 (-7%)
Value$420.3K (-$155.1K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares8,910 from 8,780
Change+130 (+1%)
Value$396.8K (-$103.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,472 from 7,088
Change+1,384 (+20%)
Value$380.0K (-$24.0K)
Filed 2026-11-02
Deutsche Bank Ag\
UNCHANGED
Shares8,396 from 8,396
Change0 (0%)
Value$377.0K (-$101.8K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares7,608 from 7,313
Change+295 (+4%)
Value$341.6K (-$75.5K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares7,453 from 7,379
Change+74 (+1%)
Value$334.6K (-$86.2K)
Filed 2026-11-04
Pictet North America Advisors SA
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$306.0K (-$82.7K)
Filed 2026-10-21
Sycomore Asset Management
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$333 ($0)
Filed 2026-10-26
Finley Financial, LLC
INCREASED
Shares5,520 from 2,010
Change+3,510 (+175%)
Value$245.9K (+$131.3K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares5,120 from 7,507
Change-2,387 (-32%)
Value$292.0K (-$53.5K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares4,353 from 3,734
Change+619 (+17%)
Value$195.5K (-$17.5K)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares1,345
Change+1,345
Value$60.4K
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$60.0K (-$16.0K)
Filed 2026-11-02
Zions Bancorporation, National Association
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.9K (-$12.1K)
Filed 2026-11-06
Compagnie Lombard Odier SCmA
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$41.5K (-$11.2K)
Filed 2026-11-04
Belvedere Trading LLC
INCREASED
Shares902 from 214
Change+688 (+322%)
Value$40.5K (+$28.3K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares850 from 1,182
Change-332 (-28%)
Value$38.2K (-$29.2K)
Filed 2026-11-05
Biltmore Family Office, LLC
DECREASED
Shares841 from 901
Change-60 (-7%)
Value$37.8K (-$13.6K)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$29.4K (-$7.7K)
Filed 2026-10-22
PFS Partners, LLC
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$16.1K (-$4.4K)
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$14.4K (-$3.9K)
Filed 2026-10-21
Golden State Wealth Management, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$9.7K (-$2.6K)
Filed 2026-11-02
Hurley Capital, LLC
NEW
Shares149
Change+149
Value$6.7K
Filed 2026-11-05
IFP Advisors, Inc
NEW
Shares55
Change+55
Value$2.5K
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares40 from 628
Change-588 (-94%)
Value$1.8K (-$34.0K)
Filed 2026-11-04
Parallel Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$988 (-$267)
Filed 2026-11-03
Blue Trust, Inc.
NEW
Shares5
Change+5
Value$205
Filed 2026-10-15
Cdkv Holdings LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$187 (-$50)
Filed 2026-10-28
Trek Financial, LLC
CLOSED
Shares0 from 207,996
Change-207,996 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-29
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 68,594
Change-68,594 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 11,110
Change-11,110 (-100%)
Value$0 (-$633.6K)
Filed 2026-10-16
Glaxis Capital Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$285.2K)
Filed 2026-11-02
Riggs Asset Managment Co. Inc.
CLOSED
Shares0 from 4,302
Change-4,302 (-100%)
Value$0 (-$245.3K)
Filed 2026-11-05
Imc-Chicago, LLC
CLOSED
Shares0 from 4,221
Change-4,221 (-100%)
Value$0 (-$240.7K)
Filed 2026-11-05
Augustine Asset Management Inc
CLOSED
Shares0 from 4,073
Change-4,073 (-100%)
Value$0 (-$232.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 3,645
Change-3,645 (-100%)
Value$0 (-$207.9K)
Filed 2026-11-02
Fifth Third Bancorp
CLOSED
Shares0 from 1,096
Change-1,096 (-100%)
Value$0 (-$62.5K)
Filed 2026-11-05
Bank of New Hampshire
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$56.8K)
Filed 2026-10-06
Parkside Financial Bank & Trust
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-27
Highline Wealth Partners LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-19
Tsfg, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-10-23
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 2,539,000
Change-2,539,000 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,770,000
Change-1,770,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 943,378
Change-943,378 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 485,263
Change-485,263 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 456,000
Change-456,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 436,293
Change-436,293 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 366,945
Change-366,945 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 329,980
Change-329,980 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 322,903
Change-322,903 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 166,713
Change-166,713 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 154,424
Change-154,424 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 131,531
Change-131,531 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 112,965
Change-112,965 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 100,330
Change-100,330 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 95,096
Change-95,096 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 85,470
Change-85,470 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 62,775
Change-62,775 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 53,653
Change-53,653 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 49,447
Change-49,447 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 49,408
Change-49,408 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 43,583
Change-43,583 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 41,841
Change-41,841 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 41,770
Change-41,770 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,964
Change-31,964 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 27,685
Change-27,685 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Prudential PLC
N/A
Shares— from 20,168
Change-20,168 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 19,833
Change-19,833 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 19,070
Change-19,070 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,103
Change-16,103 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,746
Change-8,746 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,623
Change-8,623 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 8,012
Change-8,012 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,361
Change-4,361 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 578
Change-578 (-100%)
Value—
FMR LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Main Management LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 300
Change-300 (-100%)
Value—
EFG International AG
N/A
Shares— from 220
Change-220 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 92
Change-92 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 22
Change-22 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
INCREASED11,257,14611,053,921+203,225+2%$630.4M$505.4M-$125.0M2026-11-06
Meitav Investment House LTD
DECREASED1,056,1031,065,720-9,617-1%$60.8M$47.4M-$13.4M2026-10-28
Summit Rock Advisors, LP
DECREASED447,427537,658-90,231-17%$30.7M$20.1M-$10.6M2026-10-15
Evergreen Capital Management LLC
DECREASED230,608239,052-8,444-4%$13.6M$10.4M-$3.3M2026-10-23
Krilogy Financial LLC
NEW220,295—+220,295——$9.5M—2026-10-13
Banque Pictet & CIE SA
DECREASED167,271259,878-92,607-36%$14.8M$7.5M-$7.3M2026-10-16
Jessup Wealth Management, Inc
DECREASED141,633144,529-2,896-2%$8.2M$6.4M-$1.9M2026-10-20
Carrera Capital Advisors
INCREASED83,26876,509+6,759+9%$4.4M$3.7M-$624.6K2026-11-03
GFG Capital, LLC
DECREASED76,20184,425-8,224-10%$4.8M$3.4M-$1.4M2026-10-16
Bfsg, LLC
NEW72,031—+72,031——$3.2M—2026-10-30
Bank Pictet & Cie (Europe) AG
NEW58,185—+58,185——$2.6M—2026-10-20
Union Bancaire Privee, UBP SA
DECREASED56,79086,281-29,491-34%$4.7M$2.5M-$2.2M2026-11-04
Icici Prudential Asset Management Co Ltd
UNCHANGED55,92855,92800%$3.2M$2.5M-$680.4K2026-11-06
LPL Financial LLC
DECREASED42,29847,240-4,942-10%$2.7M$1.9M-$794.9K2026-11-06
Clear Creek Financial Management, LLC
DECREASED41,12541,325-2000%$2.4M$1.8M-$510.3K2026-10-28
Vontobel Holding Ltd.
DECREASED33,67057,120-23,450-41%$3.3M$1.5M-$1.7M2026-10-16
Blue Line Capital, LLC / IL
INCREASED32,60830,327+2,281+8%$1.7M$1.5M-$265.5K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED31,3202,000+29,320+1466%$114.1K$1.4M+$1.3M2026-10-29
WIT Partners Advisory Pte. Ltd.
UNCHANGED27,11027,11000%$1.5M$1.2M-$328.8K2026-10-16
Barclays PLC
UNCHANGED26,50026,50000%$1.5M$1.2M-$321.4K2026-11-06
Farther Finance Advisors, LLC
DECREASED26,20026,862-662-2%$1.5M$1.2M-$355.6K2026-10-08
Eurizon Asset Management Hungary Ltd.
UNCHANGED22,00022,00000%$1.3M$987.8K-$266.9K2026-11-06
Cordoba Advisory Partners LLC
UNCHANGED19,19319,19300%$1.1M$862.0K-$229.0K2026-10-19
Mirae Asset Global Investments Co., Ltd.
NEW14,583—+14,583——$654.8K—2026-11-03
Natixis
UNCHANGED13,86213,86200%$790.6K$622.4K-$168.1K2026-11-06
J. Safra Sarasin Holding AG
INCREASED12,9027,240+5,662+78%$333.2K$587.4K+$254.2K2026-10-26
VestGen Advisors, LLC
DECREASED10,55814,778-4,220-29%$842.8K$474.1K-$368.7K2026-10-27
Intesa Sanpaolo Wealth Management
UNCHANGED10,11010,11000%$576.6K$453.9K-$122.6K2026-10-28
First Growth Capital LLC
DECREASED9,36110,090-729-7%$575.4K$420.3K-$155.1K2026-10-15
TD Waterhouse Canada Inc.
INCREASED8,9108,780+130+1%$500.3K$396.8K-$103.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED8,4727,088+1,384+20%$404.0K$380.0K-$24.0K2026-11-02
Deutsche Bank Ag\
UNCHANGED8,3968,39600%$478.8K$377.0K-$101.8K2026-11-06
Clearstead Advisors, LLC
INCREASED7,6087,313+295+4%$417.1K$341.6K-$75.5K2026-11-06
Citigroup Inc
INCREASED7,4537,379+74+1%$420.8K$334.6K-$86.2K2026-11-04
Pictet North America Advisors SA
UNCHANGED6,8156,81500%$388.7K$306.0K-$82.7K2026-10-21
Sycomore Asset Management
UNCHANGED6,1006,10000%$333$333$02026-10-26
Finley Financial, LLC
INCREASED5,5202,010+3,510+175%$114.6K$245.9K+$131.3K2026-10-28
Formidable Asset Management, LLC
DECREASED5,1207,507-2,387-32%$345.5K$292.0K-$53.5K2026-11-03
Triumph Capital Management
INCREASED4,3533,734+619+17%$213.0K$195.5K-$17.5K2026-10-14
Heritage Family Offices, LLP
NEW1,345—+1,345——$60.4K—2026-11-02
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,3401,34000%$76.0K$60.0K-$16.0K2026-11-02
Zions Bancorporation, National Association
UNCHANGED1,0001,00000%$57.0K$44.9K-$12.1K2026-11-06
Compagnie Lombard Odier SCmA
UNCHANGED92592500%$52.8K$41.5K-$11.2K2026-11-04
Belvedere Trading LLC
INCREASED902214+688+322%$12.2K$40.5K+$28.3K2026-11-05
US Bancorp \de\
DECREASED8501,182-332-28%$67.4K$38.2K-$29.2K2026-11-05
Biltmore Family Office, LLC
DECREASED841901-60-7%$51.4K$37.8K-$13.6K2026-11-03
Manchester Capital Management LLC
UNCHANGED65065000%$37.1K$29.4K-$7.7K2026-10-22
PFS Partners, LLC
UNCHANGED35935900%$20.5K$16.1K-$4.4K2026-10-21
McCarley & Cook Financial Planners
UNCHANGED32032000%$18.3K$14.4K-$3.9K2026-10-21
Golden State Wealth Management, LLC
UNCHANGED21621600%$12.3K$9.7K-$2.6K2026-11-02
Hurley Capital, LLC
NEW149—+149——$6.7K—2026-11-05
IFP Advisors, Inc
NEW55—+55——$2.5K—2026-10-16
Simplex Trading, LLC
DECREASED40628-588-94%$35.8K$1.8K-$34.0K2026-11-04
Parallel Advisors, LLC
UNCHANGED222200%$1.3K$988-$2672026-11-03
Blue Trust, Inc.
NEW5—+5——$205—2026-10-15
Cdkv Holdings LLC
UNCHANGED4400%$237$187-$502026-10-28
Trek Financial, LLC
CLOSED0207,996-207,996-100%$11.9M$0-$11.9M2026-10-29
Sumitomo Mitsui Trust Group, Inc.
CLOSED068,594-68,594-100%$3.9M$0-$3.9M2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED011,110-11,110-100%$633.6K$0-$633.6K2026-10-16
Glaxis Capital Management, LLC
CLOSED05,000-5,000-100%$285.2K$0-$285.2K2026-11-02
Riggs Asset Managment Co. Inc.
CLOSED04,302-4,302-100%$245.3K$0-$245.3K2026-11-05
Imc-Chicago, LLC
CLOSED04,221-4,221-100%$240.7K$0-$240.7K2026-11-05
Augustine Asset Management Inc
CLOSED04,073-4,073-100%$232.3K$0-$232.3K2026-10-13
Commonwealth Equity Services, LLC
CLOSED03,645-3,645-100%$207.9K$0-$207.9K2026-11-02
Fifth Third Bancorp
CLOSED01,096-1,096-100%$62.5K$0-$62.5K2026-11-05
Bank of New Hampshire
CLOSED0996-996-100%$56.8K$0-$56.8K2026-10-06
Parkside Financial Bank & Trust
CLOSED0154-154-100%$8.8K$0-$8.8K2026-10-27
Highline Wealth Partners LLC
CLOSED0104-104-100%$6.0K$0-$6.0K2026-10-19
Tsfg, LLC
CLOSED05-5-100%$0$0$02026-10-23
Migdal Insurance & Financial Holdings Ltd.
N/A—2,539,000-2,539,000-100%$144.8M———
Schroder Investment Management Group
N/A—1,770,000-1,770,000-100%$98.1M———
UBS Group AG
N/A—943,378-943,378-100%$53.8M———
Old Mission Capital LLC
N/A—485,263-485,263-100%$27.7M———
Parkwood LLC
N/A—456,000-456,000-100%$26.0M———
Goldman Sachs Group Inc
N/A—436,293-436,293-100%$24.9M———
Morgan Stanley
N/A—366,945-366,945-100%$20.9M———
JPMorgan Chase & Co
N/A—329,980-329,980-100%$18.3M———
Bank of America Corp
N/A—322,903-322,903-100%$18.4M———
Quadrature Capital Ltd
N/A—166,713-166,713-100%$9.5M———
Evelyn Partners Group Ltd
N/A—154,424-154,424-100%$8.8M———
Wells Fargo & Company
N/A—131,531-131,531-100%$7.5M———
Envestnet Asset Management Inc
N/A—112,965-112,965-100%$6.4M———
Rockefeller Capital Management L.P.
N/A—100,330-100,330-100%$5.7M———
BlueCrest Capital Management Ltd
N/A—95,096-95,096-100%$5.4M———
Optiver Holding B.V.
N/A—85,470-85,470-100%$4.9M———
Federation des caisses Desjardins du Quebec
N/A—62,775-62,775-100%$3.6M———
Bank of Montreal
N/A—53,653-53,653-100%$3.1M———
Raymond James Financial Inc
N/A—49,447-49,447-100%$2.8M———
Banco Santander, S.A.
N/A—49,408-49,408-100%$2.8M———
Wealth High Governance Asset Management Ltda.
N/A—43,583-43,583-100%$2.5M———
Partners Capital Investment Group, LLP
N/A—41,841-41,841-100%$2.4M———
Bank of Nova Scotia
N/A—41,770-41,770-100%$2.4M———
Janney Montgomery Scott LLC
N/A—31,964-31,964-100%$1.8M———
HighTower Advisors, LLC
N/A—27,685-27,685-100%$1.6M———
Cantor Fitzgerald, L. P.
N/A—22,000-22,000-100%$1.3M———
Susquehanna International Group, LLP
N/A—20,700-20,700-100%$1.2M———
Prudential PLC
N/A—20,168-20,168-100%$1.2M———
Bramshill Investments, LLC
N/A—19,833-19,833-100%$1.1M———
Nicolet Bankshares Inc
N/A—19,070-19,070-100%$1.1M———
Royal Bank of Canada
N/A—17,717-17,717-100%$1.0M———
IHT Wealth Management, LLC
N/A—16,103-16,103-100%$918.3K———
FourThought Financial Partners, LLC
N/A—12,500-12,500-100%$712.9K———
Marex Group Ltd
N/A—11,163-11,163-100%$636.6K———
Global Endowment Management, LP
N/A—10,000-10,000-100%$570.0K———
XTX Topco Ltd
N/A—8,899-8,899-100%$507.5K———
Cerity Partners LLC
N/A—8,746-8,746-100%$498.8K———
Cetera Investment Advisers
N/A—8,623-8,623-100%$491.8K———
Banque Cantonale Vaudoise
N/A—8,012-8,012-100%$457.0K———
Osaic Holdings, Inc.
N/A—5,840-5,840-100%$333.2K———
Northwestern Mutual Wealth Management Co
N/A—5,629-5,629-100%$321.0K———
Private Advisor Group, LLC
N/A—5,060-5,060-100%$288.6K———
Mariner, LLC
N/A—5,050-5,050-100%$288.0K———
HSBC Holdings PLC
N/A—5,000-5,000-100%$285.2K———
Polymer Capital Management (HK) LTD
N/A—5,000-5,000-100%$285.2K———
First National Bank of Omaha
N/A—4,361-4,361-100%$241.6K———
Wellington-Altus USA Inc.
N/A—4,310-4,310-100%$198.3K———
MML Investors Services, LLC
N/A—4,044-4,044-100%$230.6K———
BNP Paribas Financial Markets
N/A—2,912-2,912-100%$166.1K———
Blair William & Co
N/A—2,269-2,269-100%$129.4K———
Stelac Advisory Services LLC
N/A—2,100-2,100-100%$119.8K———
Boreal Capital Management LLC
N/A—1,360-1,360-100%$77.6K———
Edmond de Rothschild Holding S.A.
N/A—1,230-1,230-100%$70.1K———
Group One Trading LLC
N/A—952-952-100%$54.3K———
Heritage Wealth Advisors
N/A—578-578-100%$33.0K———
FMR LLC
N/A—377-377-100%$21.5K———
Geneos Wealth Management Inc.
N/A—357-357-100%$20.3K———
Main Management LLC
N/A—347-347-100%$20———
Smartleaf Asset Management LLC
N/A—339-339-100%$18.8K———
National Bank of Canada
N/A—300-300-100%$17.1K———
EFG International AG
N/A—220-220-100%$12.5K———
IFG Advisory, LLC
N/A—160-160-100%$9.1K———
Arax Advisory Partners
N/A—92-92-100%$5.2K———
Steward Partners Investment Advisory, LLC
N/A—51-51-100%$2.9K———
HighMark Wealth Management LLC
N/A—50-50-100%$2.9K———
AE Wealth Management LLC
N/A—22-22-100%$1.3K———
Glenmede Trust Co NA
N/A—22-22-100%$1.3K———
Swan Capital LLC
N/A—21-21-100%$1.2K———
Mcguire Capital Advisors Inc
N/A—12-12-100%$684———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$57———
Showing 139 of 139 institutions