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Ishares Msci Australia ETF (EWA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,789,285 from 1,832,248
Change-42,963 (-2%)
Value$50.7M (-$941.4K)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares1,044,941 from 1,038,281
Change+6,660 (+1%)
Value$29.6M (+$354.7K)
Filed 2026-10-16
Catalyst Capital Advisors LLC
DECREASED
Shares861,216 from 911,559
Change-50,343 (-6%)
Value$24.4M (-$1.3M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares595,855 from 499,581
Change+96,274 (+19%)
Value$16.9M (+$2.8M)
Filed 2026-11-04
Principal Financial Group Inc
UNCHANGED
Shares393,695 from 393,695
Change0 (0%)
Value$11.1M (+$59.1K)
Filed 2026-11-02
Bochk Asset Management Ltd
UNCHANGED
Shares329,350 from 329,350
Change0 (0%)
Value$9.3M (+$49.4K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares173,064 from 162,327
Change+10,737 (+7%)
Value$4.9M (+$348.4K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
UNCHANGED
Shares148,500 from 148,500
Change0 (0%)
Value$4.2M (-$65.3K)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares147,445 from 142,315
Change+5,130 (+4%)
Value$4.2M (+$166.6K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares142,323 from 123,139
Change+19,184 (+16%)
Value$4.0M (+$561.6K)
Filed 2026-11-02
Slocum, Gordon & Co LLP
DECREASED
Shares116,297 from 116,601
Change-304 (0%)
Value$3.3M (+$8.9K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares70,752 from 57,235
Change+13,517 (+24%)
Value$2.0M (+$391.3K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares67,299 from 85,365
Change-18,066 (-21%)
Value$1.9M (-$498.6K)
Filed 2026-10-16
MMA Asset Management LLC
INCREASED
Shares63,506 from 62,954
Change+552 (+1%)
Value$1.8M (+$25.1K)
Filed 2026-11-02
Acima Private Wealth, LLC
DECREASED
Shares49,649 from 49,781
Change-132 (0%)
Value$1.4M (+$3.7K)
Filed 2026-10-05
Citigroup Inc
DECREASED
Shares46,682 from 1,646,297
Change-1,599,615 (-97%)
Value$1.3M (-$45.0M)
Filed 2026-11-04
Idaho Trust Co
INCREASED
Shares45,249 from 43,208
Change+2,041 (+5%)
Value$1.3M (+$64.2K)
Filed 2026-11-04
Pictet North America Advisors SA
UNCHANGED
Shares42,141 from 42,141
Change0 (0%)
Value$1.2M (+$6.3K)
Filed 2026-10-21
iA Global Asset Management Inc.
INCREASED
Shares39,509 from 10,046
Change+29,463 (+293%)
Value$1.1M (+$835.0K)
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares39,062 from 41,074
Change-2,012 (-5%)
Value$1.1M (-$50.8K)
Filed 2026-10-29
Albion Financial Group
UNCHANGED
Shares33,155 from 33,155
Change0 (0%)
Value$938.6K (+$5.0K)
Filed 2026-10-21
Columbus Macro, LLC
INCREASED
Shares31,146 from 30,660
Change+486 (+2%)
Value$881.7K (+$18.4K)
Filed 2026-10-14
Independent Wealth Network Inc.
DECREASED
Shares29,708 from 29,771
Change-63 (0%)
Value$841.0K (+$2.7K)
Filed 2026-10-19
Trek Financial, LLC
INCREASED
Shares28,288 from 18,306
Change+9,982 (+55%)
Value$800.8K (+$285.3K)
Filed 2026-10-29
AlphaCentric Advisors LLC
INCREASED
Shares25,625 from 23,476
Change+2,149 (+9%)
Value$725.4K (+$64.4K)
Filed 2026-11-03
J. Team Financial, Inc.
INCREASED
Shares20,896 from 16,945
Change+3,951 (+23%)
Value$591.6K (+$114.4K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares20,869 from 13,801
Change+7,068 (+51%)
Value$591.0K (+$202.0K)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED
Shares19,800 from 19,800
Change0 (0%)
Value$561.9K (+$5.5K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares19,351 from 3,691
Change+15,660 (+424%)
Value$547.8K (+$443.9K)
Filed 2026-11-03
City of London Investment Management Co LTD
NEW
Shares18,700
Change+18,700
Value$529.4K
Filed 2026-10-30
Grey Ledge Advisors, LLC
UNCHANGED
Shares18,444 from 18,444
Change0 (0%)
Value$522.2K (+$2.8K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
UNCHANGED
Shares15,300 from 15,300
Change0 (0%)
Value$433.1K (+$2.3K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares14,991 from 14,791
Change+200 (+1%)
Value$424.4K (+$7.9K)
Filed 2026-10-28
Eagle Harbor Asset Management Inc
UNCHANGED
Shares14,986 from 14,986
Change0 (0%)
Value$424.3K (+$2.2K)
Filed 2026-10-21
Solstein Capital, LLC
DECREASED
Shares14,340 from 15,380
Change-1,040 (-7%)
Value$406.0K (-$27.1K)
Filed 2026-11-02
Myecfo, LLC
UNCHANGED
Shares13,810 from 13,810
Change0 (0%)
Value$391.0K (+$2.1K)
Filed 2026-10-14
Patten Group, Inc.
DECREASED
Shares12,908 from 13,800
Change-892 (-6%)
Value$365.4K (-$23.2K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares12,316 from 12,081
Change+235 (+2%)
Value$348.7K (+$8.5K)
Filed 2026-11-02
JGP Wealth Management, LLC
DECREASED
Shares11,968 from 12,579
Change-611 (-5%)
Value$338.8K (-$15.4K)
Filed 2026-10-13
MacKenzie Financial Corp
DECREASED
Shares11,770 from 22,680
Change-10,910 (-48%)
Value$333.2K (-$305.5K)
Filed 2026-11-02
CIBC Asset Management Inc
DECREASED
Shares11,199 from 13,753
Change-2,554 (-19%)
Value$317.0K (-$70.2K)
Filed 2026-11-05
Boltwood Capital Management
INCREASED
Shares10,300 from 8,600
Change+1,700 (+20%)
Value$291.6K (+$49.4K)
Filed 2026-10-02
Farther Finance Advisors, LLC
INCREASED
Shares8,997 from 8,176
Change+821 (+10%)
Value$254.7K (+$24.5K)
Filed 2026-10-08
HB Wealth Management, LLC
DECREASED
Shares8,796 from 9,145
Change-349 (-4%)
Value$249.0K (-$8.5K)
Filed 2026-10-23
Modera Wealth Management, LLC
UNCHANGED
Shares8,610 from 8,610
Change0 (0%)
Value$243.8K (+$1.3K)
Filed 2026-10-28
Viewpoint Capital Management LLC
INCREASED
Shares8,335 from 6,470
Change+1,865 (+29%)
Value$236.0K (+$53.8K)
Filed 2026-10-27
Rockingstone Advisors LLC
UNCHANGED
Shares8,147 from 8,147
Change0 (0%)
Value$230.6K (+$1.2K)
Filed 2026-10-16
Lunt Capital Management, Inc.
INCREASED
Shares8,130 from 8,115
Change+15 (+0%)
Value$230.2K (+$1.6K)
Filed 2026-10-30
Wolverine Asset Management LLC
NEW
Shares7,979
Change+7,979
Value$225.9K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares7,260 from 7,280
Change-20 (0%)
Value$205.0K (-$2.2K)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares7,033
Change+7,033
Value$204.6K
Filed 2026-11-03
USA Financial Formulas
NEW
Shares5,991
Change+5,991
Value$169.6K
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares5,796 from 5,155
Change+641 (+12%)
Value$164.1K (+$18.9K)
Filed 2026-10-15
Mather Group, Llc.
NEW
Shares5,311
Change+5,311
Value$150.4K
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares5,157 from 3,971
Change+1,186 (+30%)
Value$146.0K (+$34.2K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,227 from 4,227
Change0 (0%)
Value$119.7K (+$634)
Filed 2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$93.4K (+$495)
Filed 2026-10-15
Pathway Financial Advisers, LLC
NEW
Shares3,196
Change+3,196
Value$90.5K
Filed 2026-10-27
Laurel Wealth Advisors LLC
NEW
Shares2,748
Change+2,748
Value$77.8K
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$48.6K (+$258)
Filed 2026-10-07
US Bancorp \de\
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$36.5K (+$193)
Filed 2026-11-05
Mascoma Wealth Management LLC
NEW
Shares943
Change+943
Value$26.7K
Filed 2026-10-23
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$25.5K (+$135)
Filed 2026-10-28
JFS Wealth Advisors, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$15.6K (+$83)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$15.5K (+$82)
Filed 2026-10-08
Reap Financial Group, LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$14.0K (+$74)
Filed 2026-11-02
4Thought Financial Group Inc.
INCREASED
Shares489 from 482
Change+7 (+1%)
Value$13.8K (+$254)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$9.1K (+$48)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
NEW
Shares317
Change+317
Value$9.0K
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares224
Change+224
Value$6.3K
Filed 2026-10-30
MTM Investment Management, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$6.3K (+$33)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$6.1K (+$32)
Filed 2026-11-02
Carolina Wealth Advisors, LLC
NEW
Shares183
Change+183
Value$5.2K
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$2.4K (+$13)
Filed 2026-10-20
Mcdonald Partners LLC
NEW
Shares72
Change+72
Value$2.0K
Filed 2026-11-03
Covestor Ltd
INCREASED
Shares19 from 11
Change+8 (+73%)
Value$1 (+$1)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$283 (+$1)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$51 ($0)
Filed 2026-11-05
Phillip James Consulting Co.
CLOSED
Shares0 from 170,454
Change-170,454 (-100%)
Value$0 (-$15.3M)
Filed 2026-11-03
Vertex Investment Solutions Co., Ltd.
CLOSED
Shares0 from 60,000
Change-60,000 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-19
Providence First Trust Co
CLOSED
Shares0 from 33,973
Change-33,973 (-100%)
Value$0 (-$956.7K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 12,163
Change-12,163 (-100%)
Value$0 (-$342.5K)
Filed 2026-10-16
Innealta Capital, LLC
CLOSED
Shares0 from 11,158
Change-11,158 (-100%)
Value$0 (-$314.2K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,238
Change-3,238 (-100%)
Value$0 (-$89.7K)
Filed 2026-11-02
Pacifica Partners Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-09
Blueline Advisors LLC
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$986)
Filed 2026-10-13
FMR LLC
N/A
Shares— from 5,166,939
Change-5,166,939 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,547,110
Change-2,547,110 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,433,368
Change-2,433,368 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,397,654
Change-1,397,654 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 997,672
Change-997,672 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 911,559
Change-911,559 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 877,213
Change-877,213 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 670,621
Change-670,621 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 592,900
Change-592,900 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 580,394
Change-580,394 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 504,811
Change-504,811 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 502,093
Change-502,093 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 469,639
Change-469,639 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 437,370
Change-437,370 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 392,549
Change-392,549 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 286,191
Change-286,191 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 272,002
Change-272,002 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 263,609
Change-263,609 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 255,364
Change-255,364 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 229,794
Change-229,794 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 224,176
Change-224,176 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 222,010
Change-222,010 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 205,060
Change-205,060 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 201,800
Change-201,800 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 165,701
Change-165,701 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 147,259
Change-147,259 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 146,735
Change-146,735 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 136,952
Change-136,952 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 109,098
Change-109,098 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 87,950
Change-87,950 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 74,182
Change-74,182 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 57,847
Change-57,847 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 55,639
Change-55,639 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 52,723
Change-52,723 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 51,538
Change-51,538 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 47,739
Change-47,739 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 45,844
Change-45,844 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 43,319
Change-43,319 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 40,863
Change-40,863 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 40,250
Change-40,250 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 37,768
Change-37,768 (-100%)
Value—
EFG International AG
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 28,867
Change-28,867 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 25,238
Change-25,238 (-100%)
Value—
Barclays PLC
N/A
Shares— from 24,179
Change-24,179 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 16,185
Change-16,185 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 16,159
Change-16,159 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 15,074
Change-15,074 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,538
Change-14,538 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,417
Change-14,417 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 13,182
Change-13,182 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,647
Change-12,647 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 12,350
Change-12,350 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 11,569
Change-11,569 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,105
Change-11,105 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10,486
Change-10,486 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 7,306
Change-7,306 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Summitry LLC
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 500
Change-500 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 458
Change-458 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 300
Change-300 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 153
Change-153 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 84
Change-84 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
DECREASED1,789,2851,832,248-42,963-2%$51.6M$50.7M-$941.4K2026-11-04
Vontobel Holding Ltd.
INCREASED1,044,9411,038,281+6,660+1%$29.2M$29.6M+$354.7K2026-10-16
Catalyst Capital Advisors LLC
DECREASED861,216911,559-50,343-6%$25.7M$24.4M-$1.3M2026-11-02
Lido Advisors, LLC
INCREASED595,855499,581+96,274+19%$14.1M$16.9M+$2.8M2026-11-04
Principal Financial Group Inc
UNCHANGED393,695393,69500%$11.1M$11.1M+$59.1K2026-11-02
Bochk Asset Management Ltd
UNCHANGED329,350329,35000%$9.3M$9.3M+$49.4K2026-10-29
TD Waterhouse Canada Inc.
INCREASED173,064162,327+10,737+7%$4.5M$4.9M+$348.4K2026-10-16
Sentinel Pension Advisors, LLC
UNCHANGED148,500148,50000%$4.3M$4.2M-$65.3K2026-11-02
Evergreen Capital Management LLC
INCREASED147,445142,315+5,130+4%$4.0M$4.2M+$166.6K2026-10-23
Creative Planning
INCREASED142,323123,139+19,184+16%$3.5M$4.0M+$561.6K2026-11-02
Slocum, Gordon & Co LLP
DECREASED116,297116,601-3040%$3.3M$3.3M+$8.9K2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED70,75257,235+13,517+24%$1.6M$2.0M+$391.3K2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED67,29985,365-18,066-21%$2.4M$1.9M-$498.6K2026-10-16
MMA Asset Management LLC
INCREASED63,50662,954+552+1%$1.8M$1.8M+$25.1K2026-11-02
Acima Private Wealth, LLC
DECREASED49,64949,781-1320%$1.4M$1.4M+$3.7K2026-10-05
Citigroup Inc
DECREASED46,6821,646,297-1,599,615-97%$46.4M$1.3M-$45.0M2026-11-04
Idaho Trust Co
INCREASED45,24943,208+2,041+5%$1.2M$1.3M+$64.2K2026-11-04
Pictet North America Advisors SA
UNCHANGED42,14142,14100%$1.2M$1.2M+$6.3K2026-10-21
iA Global Asset Management Inc.
INCREASED39,50910,046+29,463+293%$283.0K$1.1M+$835.0K2026-10-29
Integrity Alliance, Llc.
DECREASED39,06241,074-2,012-5%$1.2M$1.1M-$50.8K2026-10-29
Albion Financial Group
UNCHANGED33,15533,15500%$933.6K$938.6K+$5.0K2026-10-21
Columbus Macro, LLC
INCREASED31,14630,660+486+2%$863.4K$881.7K+$18.4K2026-10-14
Independent Wealth Network Inc.
DECREASED29,70829,771-630%$838.4K$841.0K+$2.7K2026-10-19
Trek Financial, LLC
INCREASED28,28818,306+9,982+55%$515.5K$800.8K+$285.3K2026-10-29
AlphaCentric Advisors LLC
INCREASED25,62523,476+2,149+9%$661.1K$725.4K+$64.4K2026-11-03
J. Team Financial, Inc.
INCREASED20,89616,945+3,951+23%$477.2K$591.6K+$114.4K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED20,86913,801+7,068+51%$389.0K$591.0K+$202.0K2026-11-02
Union Bancaire Privee, UBP SA
UNCHANGED19,80019,80000%$556.4K$561.9K+$5.5K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED19,3513,691+15,660+424%$103.9K$547.8K+$443.9K2026-11-03
City of London Investment Management Co LTD
NEW18,700—+18,700——$529.4K—2026-10-30
Grey Ledge Advisors, LLC
UNCHANGED18,44418,44400%$519.4K$522.2K+$2.8K2026-11-02
Nisa Investment Advisors, LLC
UNCHANGED15,30015,30000%$430.8K$433.1K+$2.3K2026-10-20
Choreo, LLC
INCREASED14,99114,791+200+1%$416.5K$424.4K+$7.9K2026-10-28
Eagle Harbor Asset Management Inc
UNCHANGED14,98614,98600%$422.0K$424.3K+$2.2K2026-10-21
Solstein Capital, LLC
DECREASED14,34015,380-1,040-7%$433.1K$406.0K-$27.1K2026-11-02
Myecfo, LLC
UNCHANGED13,81013,81000%$388.9K$391.0K+$2.1K2026-10-14
Patten Group, Inc.
DECREASED12,90813,800-892-6%$388.6K$365.4K-$23.2K2026-10-26
Commonwealth Equity Services, LLC
INCREASED12,31612,081+235+2%$340.2K$348.7K+$8.5K2026-11-02
JGP Wealth Management, LLC
DECREASED11,96812,579-611-5%$354.2K$338.8K-$15.4K2026-10-13
MacKenzie Financial Corp
DECREASED11,77022,680-10,910-48%$638.7K$333.2K-$305.5K2026-11-02
CIBC Asset Management Inc
DECREASED11,19913,753-2,554-19%$387.3K$317.0K-$70.2K2026-11-05
Boltwood Capital Management
INCREASED10,3008,600+1,700+20%$242.2K$291.6K+$49.4K2026-10-02
Farther Finance Advisors, LLC
INCREASED8,9978,176+821+10%$230.2K$254.7K+$24.5K2026-10-08
HB Wealth Management, LLC
DECREASED8,7969,145-349-4%$257.6K$249.0K-$8.5K2026-10-23
Modera Wealth Management, LLC
UNCHANGED8,6108,61000%$242.5K$243.8K+$1.3K2026-10-28
Viewpoint Capital Management LLC
INCREASED8,3356,470+1,865+29%$182.2K$236.0K+$53.8K2026-10-27
Rockingstone Advisors LLC
UNCHANGED8,1478,14700%$229.4K$230.6K+$1.2K2026-10-16
Lunt Capital Management, Inc.
INCREASED8,1308,115+15+0%$228.5K$230.2K+$1.6K2026-10-30
Wolverine Asset Management LLC
NEW7,979—+7,979——$225.9K—2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED7,2607,280-200%$207.1K$205.0K-$2.2K2026-10-13
StoneX Group Inc.
NEW7,033—+7,033——$204.6K—2026-11-03
USA Financial Formulas
NEW5,991—+5,991——$169.6K—2026-10-16
Blue Trust, Inc.
INCREASED5,7965,155+641+12%$145.2K$164.1K+$18.9K2026-10-15
Mather Group, Llc.
NEW5,311—+5,311——$150.4K—2026-10-14
Fifth Third Bancorp
INCREASED5,1573,971+1,186+30%$111.8K$146.0K+$34.2K2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED4,2274,22700%$119.0K$119.7K+$6342026-10-05
GHP Investment Advisors, Inc.
UNCHANGED3,3003,30000%$92.9K$93.4K+$4952026-10-15
Pathway Financial Advisers, LLC
NEW3,196—+3,196——$90.5K—2026-10-27
Laurel Wealth Advisors LLC
NEW2,748—+2,748——$77.8K—2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED1,7181,71800%$48.4K$48.6K+$2582026-10-07
US Bancorp \de\
UNCHANGED1,2911,29100%$36.4K$36.5K+$1932026-11-05
Mascoma Wealth Management LLC
NEW943—+943——$26.7K—2026-10-23
Intesa Sanpaolo Wealth Management
UNCHANGED90090000%$25.3K$25.5K+$1352026-10-28
JFS Wealth Advisors, LLC
UNCHANGED55055000%$15.5K$15.6K+$832026-11-03
CoreCap Advisors, LLC
UNCHANGED54854800%$15.4K$15.5K+$822026-10-08
Reap Financial Group, LLC
UNCHANGED49349300%$13.9K$14.0K+$742026-11-02
4Thought Financial Group Inc.
INCREASED489482+7+1%$13.6K$13.8K+$2542026-11-02
IFP Advisors, Inc
UNCHANGED32032000%$9.0K$9.1K+$482026-10-16
Moisand Fitzgerald Tamayo, LLC
NEW317—+317——$9.0K—2026-10-15
Provenance Wealth Advisors, LLC
NEW224—+224——$6.3K—2026-10-30
MTM Investment Management, LLC
UNCHANGED22222200%$6.3K$6.3K+$332026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED21721700%$6.1K$6.1K+$322026-11-02
Carolina Wealth Advisors, LLC
NEW183—+183——$5.2K—2026-10-23
Private Trust Co NA
UNCHANGED868600%$2.4K$2.4K+$132026-10-20
Mcdonald Partners LLC
NEW72—+72——$2.0K—2026-11-03
Covestor Ltd
INCREASED1911+8+73%$0$1+$12026-10-30
Assetmark, Inc
UNCHANGED101000%$282$283+$12026-10-21
Larson Financial Group LLC
UNCHANGED2200%$51$51$02026-11-05
Phillip James Consulting Co.
CLOSED0170,454-170,454-100%$15.3M$0-$15.3M2026-11-03
Vertex Investment Solutions Co., Ltd.
CLOSED060,000-60,000-100%$1.7M$0-$1.7M2026-10-19
Providence First Trust Co
CLOSED033,973-33,973-100%$956.7K$0-$956.7K2026-11-02
Robertson Stephens Wealth Management, LLC
CLOSED012,163-12,163-100%$342.5K$0-$342.5K2026-10-16
Innealta Capital, LLC
CLOSED011,158-11,158-100%$314.2K$0-$314.2K2026-11-02
International Assets Investment Management, LLC
CLOSED03,238-3,238-100%$89.7K$0-$89.7K2026-11-02
Pacifica Partners Inc.
CLOSED01,000-1,000-100%$28.1K$0-$28.1K2026-10-09
Blueline Advisors LLC
CLOSED0231-231-100%$5.4K$0-$5.4K2026-10-15
Founders Capital Management
CLOSED035-35-100%$986$0-$9862026-10-13
FMR LLC
N/A—5,166,939-5,166,939-100%$145.5M———
Morgan Stanley
N/A—2,547,110-2,547,110-100%$71.7M———
Goldman Sachs Group Inc
N/A—2,433,368-2,433,368-100%$68.5M———
UBS Group AG
N/A—1,397,654-1,397,654-100%$39.4M———
Korea Investment Corp
N/A—997,672-997,672-100%$28.1M———
Millburn Ridgefield LLC
N/A—911,559-911,559-100%$25.7M———
JPMorgan Chase & Co
N/A—877,213-877,213-100%$24.7M———
HSBC Holdings PLC
N/A—670,621-670,621-100%$18.9M———
Polianta Ltd
N/A—592,900-592,900-100%$16.7K———
Old Mission Capital LLC
N/A—580,394-580,394-100%$16.3M———
Bank of America Corp
N/A—504,811-504,811-100%$14.2M———
Sonoma Allocations LLC
N/A—502,093-502,093-100%$47.3M———
D. E. Shaw & Co., Inc.
N/A—469,639-469,639-100%$13.2M———
Acadian Asset Management LLC
N/A—437,370-437,370-100%$12.3M———
DV Equities, LLC
N/A—392,549-392,549-100%$11.1M———
Pgim Custom Harvest LLC
N/A—286,191-286,191-100%$8.1M———
Royal Bank of Canada
N/A—272,002-272,002-100%$7.7M———
LPL Financial LLC
N/A—263,609-263,609-100%$7.4M———
Metis Global Partners, LLC
N/A—255,364-255,364-100%$7.2M———
Federation des caisses Desjardins du Quebec
N/A—229,794-229,794-100%$6.5M———
HighTower Advisors, LLC
N/A—224,176-224,176-100%$6.3M———
Fisher Asset Management, LLC
N/A—222,010-222,010-100%$6.3M———
Castleark Management LLC
N/A—205,060-205,060-100%$5.8M———
Palisades Hudson Asset Management, L.P.
N/A—201,800-201,800-100%$5.7M———
Wells Fargo & Company
N/A—165,701-165,701-100%$4.7M———
Mount Lucas Management LP
N/A—147,259-147,259-100%$4.1M———
Tudor Investment Corp ET AL
N/A—146,735-146,735-100%$4.1M———
DV Trading LLC
N/A—136,952-136,952-100%$3.9M———
Envestnet Asset Management Inc
N/A—109,098-109,098-100%$3.1M———
MML Investors Services, LLC
N/A—87,950-87,950-100%$2.5M———
BlackRock, Inc.
N/A—74,182-74,182-100%$2.1M———
Sankala Group LLC
N/A—57,847-57,847-100%$1.7M———
Ameriprise Financial Inc
N/A—55,639-55,639-100%$1.6M———
Invesco Ltd.
N/A—52,723-52,723-100%$1.5M———
Zacks Investment Management
N/A—51,538-51,538-100%$1.5M———
Wellington Management Group LLP
N/A—47,739-47,739-100%$1.3M———
Cetera Investment Advisers
N/A—45,844-45,844-100%$1.3M———
BNP Paribas Financial Markets
N/A—43,319-43,319-100%$1.2M———
Schroder Investment Management Group
N/A—40,863-40,863-100%$1.1M———
Jane Street Group, LLC
N/A—40,250-40,250-100%$1.1M———
Spruce Point Capital Management, LLC
N/A—40,000-40,000-100%$1.1M———
Global Endowment Management, LP
N/A—40,000-40,000-100%$1.1M———
Raymond James Financial Inc
N/A—37,768-37,768-100%$1.1M———
EFG International AG
N/A—34,000-34,000-100%$957.4K———
Quantinno Capital Management LP
N/A—28,867-28,867-100%$812.9K———
Meeder Asset Management Inc
N/A—25,238-25,238-100%$710.7K———
Barclays PLC
N/A—24,179-24,179-100%$680.9K———
Cedar Wealth Management, LLC
N/A—19,067-19,067-100%$536.9K———
Westfield Capital Management Co LP
N/A—16,850-16,850-100%$474.5K———
WJ Financial Advisors LLC
N/A—16,185-16,185-100%$455.8K———
Moneda S.A. Administradora General de Fondos
N/A—16,159-16,159-100%$455.0K———
Castlekeep Investment Advisors LLC
N/A—15,074-15,074-100%$424.5K———
Citadel Advisors LLC
N/A—14,538-14,538-100%$409.4K———
National Bank of Canada
N/A—14,417-14,417-100%$406.6K———
Bank of Montreal
N/A—14,133-14,133-100%$398.0K———
Osaic Holdings, Inc.
N/A—13,331-13,331-100%$375.4K———
Caprock Group, LLC
N/A—13,182-13,182-100%$371.2K———
Arax Advisory Partners
N/A—12,647-12,647-100%$356.1K———
Waverly Advisors, LLC
N/A—12,575-12,575-100%$354.1K———
Gould Asset Management LLC
N/A—12,350-12,350-100%$347.8K———
Copia Wealth Management
N/A—11,569-11,569-100%$325.8K———
Mariner, LLC
N/A—11,110-11,110-100%$312.9K———
Beacon Pointe Advisors, LLC
N/A—11,105-11,105-100%$312.7K———
TriCert Investment Counsel Inc.
N/A—10,785-10,785-100%$303.7K———
UBS Asset Management Americas LLC
N/A—10,486-10,486-100%$295.3K———
Rockefeller Capital Management L.P.
N/A—10,284-10,284-100%$289.6K———
Squarepoint Ops LLC
N/A—10,168-10,168-100%$286.3K———
HRT Financial LP
N/A—9,755-9,755-100%$274.0K———
Dynamic Technology Lab Private Ltd
N/A—9,700-9,700-100%$273.0K———
Oversea-Chinese Banking Corp Ltd
N/A—8,600-8,600-100%$242.2K———
CIBC Bancorp USA Inc.
N/A—8,500-8,500-100%$239.4K———
Sanctuary Advisors, LLC
N/A—8,380-8,380-100%$236.0K———
Stephens Inc
N/A—7,610-7,610-100%$214.3K———
Tiemann Investment Advisors, LLC
N/A—7,533-7,533-100%$212.1K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—7,525-7,525-100%$211.9K———
Dearborn Partners LLC
N/A—7,397-7,397-100%$208.3K———
Silvercrest Asset Management Group LLC
N/A—7,325-7,325-100%$206.3K———
Banco Santander, S.A.
N/A—7,306-7,306-100%$205.7K———
Edgestream Partners, L.P.
N/A—7,289-7,289-100%$205.3K———
Summitry LLC
N/A—7,121-7,121-100%$200.5K———
Global Retirement Partners, LLC
N/A—6,143-6,143-100%$173.0K———
Picton Mahoney Asset Management
N/A—5,710-5,710-100%$160.8K———
Blair William & Co
N/A—4,922-4,922-100%$138.6K———
Jones Financial Companies Lllp
N/A—3,715-3,715-100%$103.9K———
Rice Partnership, LLC
N/A—3,260-3,260-100%$91.8K———
USA Financial Formulas
N/A—3,099-3,099-100%$87.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,977-1,977-100%$55.7K———
Twin Lakes Capital Management, LLC
N/A—1,950-1,950-100%$54.9K———
Nalls Sherbakoff Group, LLC
N/A—1,780-1,780-100%$50.1K———
Whittier Trust Co
N/A—1,229-1,229-100%$34.8K———
Steward Partners Investment Advisory, LLC
N/A—1,172-1,172-100%$33.0K———
PNC Financial Services Group, Inc.
N/A—1,141-1,141-100%$32.1K———
Timbuktu Capital Management, LLC
N/A—1,000-1,000-100%$28.2K———
Allworth Financial LP
N/A—500-500-100%$14.1K———
Geneos Wealth Management Inc.
N/A—500-500-100%$14.1K———
Continuum Advisory, LLC
N/A—500-500-100%$14.1K———
Banque Cantonale Vaudoise
N/A—500-500-100%$14.0K———
Brown Brothers Harriman & Co
N/A—458-458-100%$12.9K———
O'shaughnessy Asset Management, LLC
N/A—433-433-100%$12.2K———
Harbour Investments, Inc.
N/A—382-382-100%$10.8K———
Strategic Wealth Advisors LLC
N/A—310-310-100%$8———
Ritter Daniher Financial Advisory LLC / de
N/A—300-300-100%$8.4K———
Russell Investments Group, Ltd.
N/A—184-184-100%$5.2K———
Huntington National Bank
N/A—153-153-100%$4.3K———
Chesapeake Asset Management LLC
N/A—150-150-100%$4.2K———
Coston, McIsaac & Partners
N/A—84-84-100%$2———
Coppell Advisory Solutions LLC
N/A—67-67-100%$2.5M———
AE Wealth Management LLC
N/A—46-46-100%$1.3K———
Horizon Investments, LLC
N/A—18-18-100%$507———
Atlas Capital Advisors Inc.
N/A—11-11-100%$309———
Optiver Holding B.V.
N/A—2-2-100%$56———
Showing 198 of 198 institutions