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Ishares J.P. Morgan EM High (EMHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares1,540,927 from 1,466,720
Change+74,207 (+5%)
Value$59.7M (+$51.3K)
Filed 2026-10-21
Sound Income Strategies, LLC
DECREASED
Shares689,423 from 975,442
Change-286,019 (-29%)
Value$26.6M (-$13.0M)
Filed 2026-10-09
Horizon Wealth Management, LLC
INCREASED
Shares366,301 from 359,127
Change+7,174 (+2%)
Value$14.2M (-$413.4K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares300,052 from 270,241
Change+29,811 (+11%)
Value$11.6M (+$634.7K)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares248,903 from 248,792
Change+111 (+0%)
Value$9.6M (-$474.6K)
Filed 2026-10-29
Vontobel Holding Ltd.
DECREASED
Shares194,103 from 198,905
Change-4,802 (-2%)
Value$7.5M (-$568.9K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares171,158 from 10,017
Change+161,141 (+1609%)
Value$6.6M (+$6.2M)
Filed 2026-10-13
Blueline Advisors LLC
DECREASED
Shares91,865 from 92,965
Change-1,100 (-1%)
Value$3.6M (-$221.6K)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares80,095 from 12,174
Change+67,921 (+558%)
Value$3.1M (+$2.6M)
Filed 2026-11-05
Systelligence, LLC
DECREASED
Shares61,909 from 110,155
Change-48,246 (-44%)
Value$6.1M (+$1.7M)
Filed 2026-11-05
Focus Wealth Advisors, LLC
INCREASED
Shares52,955 from 52,504
Change+451 (+1%)
Value$2.1M (-$83.6K)
Filed 2026-10-14
Nilsine Partners, LLC
INCREASED
Shares37,607 from 36,909
Change+698 (+2%)
Value$1.5M (-$44.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares37,576 from 37,521
Change+55 (+0%)
Value$1.5M (-$70.0K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares27,791 from 20,747
Change+7,044 (+34%)
Value$1.1M (+$233.0K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares24,254 from 24,265
Change-11 (0%)
Value$939.6K (-$47.2K)
Filed 2026-10-15
Rareview Capital LLC
NEW
Shares19,876
Change+19,876
Value$770.0K
Filed 2026-11-05
Outlook Wealth Advisors, LLC
NEW
Shares19,528
Change+19,528
Value$756.5K
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares19,132 from 16,612
Change+2,520 (+15%)
Value$741.2K (+$65.6K)
Filed 2026-10-28
Ariadne Wealth Management, LP
UNCHANGED
Shares14,910 from 14,910
Change0 (0%)
Value$577.6K (-$28.7K)
Filed 2026-11-06
Cpwa, LLC
INCREASED
Shares11,996 from 11,580
Change+416 (+4%)
Value$464.2K (-$6.7K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares11,652 from 1,794
Change+9,858 (+550%)
Value$450.5K (+$377.5K)
Filed 2026-11-03
AlphaCentric Advisors LLC
DECREASED
Shares11,223 from 12,231
Change-1,008 (-8%)
Value$434.8K (-$62.6K)
Filed 2026-11-03
Yoffe Investment Management, LLC
UNCHANGED
Shares10,513 from 10,513
Change0 (0%)
Value$407.3K (-$20.2K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares10,071 from 9,929
Change+142 (+1%)
Value$390.1K (-$13.6K)
Filed 2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$387.4K (-$19.3K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares9,121 from 8,642
Change+479 (+6%)
Value$353.3K (+$1.9K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$325.4K (-$16.2K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares8,280 from 18,374
Change-10,094 (-55%)
Value$320.8K (-$426.4K)
Filed 2026-10-30
TriaGen Wealth Management LLC
INCREASED
Shares7,531 from 6,610
Change+921 (+14%)
Value$291.7K (+$22.9K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares7,055 from 6,943
Change+112 (+2%)
Value$273.3K (-$9.0K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
INCREASED
Shares6,427 from 5,802
Change+625 (+11%)
Value$249.0K (+$13.0K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares6,081 from 6,324
Change-243 (-4%)
Value$235.6K (-$21.6K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares5,922 from 5,911
Change+11 (+0%)
Value$229.4K (-$11.0K)
Filed 2026-10-23
Kestra Advisory Services, LLC
NEW
Shares5,723
Change+5,723
Value$221.7K
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares5,502 from 1,172
Change+4,330 (+369%)
Value$213.2K (+$165.5K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
INCREASED
Shares5,280 from 4,380
Change+900 (+21%)
Value$204.5K (+$26.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares4,977 from 5,253
Change-276 (-5%)
Value$192.8K (-$20.8K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares4,668 from 4,391
Change+277 (+6%)
Value$180.8K (+$2.3K)
Filed 2026-10-16
Aspect Partners, LLC
UNCHANGED
Shares4,414 from 4,414
Change0 (0%)
Value$171.0K (-$8.5K)
Filed 2026-10-20
Private Trust Co NA
DECREASED
Shares4,182 from 4,183
Change-1 (0%)
Value$162.0K (-$8.1K)
Filed 2026-10-20
Horizon Financial Services, LLC
DECREASED
Shares3,577 from 4,608
Change-1,031 (-22%)
Value$138.6K (-$48.8K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares3,203 from 4,189
Change-986 (-24%)
Value$124.1K (-$46.3K)
Filed 2026-11-05
Investors Research Corp
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$61.6K (-$3.1K)
Filed 2026-10-07
Wealth Enhancement Trust Services, Inc.
NEW
Shares1,273
Change+1,273
Value$49.3K
Filed 2026-10-07
PNC Financial Services Group, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$27.1K (-$1.3K)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares465
Change+465
Value$18.0K
Filed 2026-10-27
Mosley Wealth Management
INCREASED
Shares385 from 377
Change+8 (+2%)
Value$15.0K (-$360)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares296 from 47
Change+249 (+530%)
Value$11.5K (+$9.6K)
Filed 2026-10-30
Signature Equity Partners, LLC
NEW
Shares244
Change+244
Value$9.5K
Filed 2026-10-29
Pflug Koory, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4.1K (-$206)
Filed 2026-10-26
Buck Wealth Strategies, LLC
DECREASED
Shares84 from 147
Change-63 (-43%)
Value$3.2K (-$2.7K)
Filed 2026-10-28
Tsfg, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2 ($0)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 27,210
Change-27,210 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Optivise Advisory Services LLC
CLOSED
Shares0 from 15,171
Change-15,171 (-100%)
Value$0 (-$616.9K)
Filed 2026-10-19
Global View Capital Management LLC
CLOSED
Shares0 from 7,180
Change-7,180 (-100%)
Value$0 (-$292.0K)
Filed 2026-10-28
Alternative Investment Advisors, Llc.
CLOSED
Shares0 from 5,293
Change-5,293 (-100%)
Value$0 (-$215.2K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 1,132,722
Change-1,132,722 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 877,905
Change-877,905 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 725,394
Change-725,394 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 320,352
Change-320,352 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 179,234
Change-179,234 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 108,150
Change-108,150 (-100%)
Value—
UBS Group AG
N/A
Shares— from 93,335
Change-93,335 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 91,516
Change-91,516 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 91,300
Change-91,300 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 81,603
Change-81,603 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 77,798
Change-77,798 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 73,793
Change-73,793 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 70,191
Change-70,191 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 61,131
Change-61,131 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 52,565
Change-52,565 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 49,507
Change-49,507 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 48,139
Change-48,139 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 44,567
Change-44,567 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,315
Change-37,315 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 36,663
Change-36,663 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 35,049
Change-35,049 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,686
Change-30,686 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 30,627
Change-30,627 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 28,167
Change-28,167 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,809
Change-22,809 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,383
Change-18,383 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,358
Change-17,358 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 16,705
Change-16,705 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 16,492
Change-16,492 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,158
Change-16,158 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,871
Change-10,871 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 579
Change-579 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 516
Change-516 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 355
Change-355 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 129
Change-129 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Assetmark, Inc
INCREASED1,540,9271,466,720+74,207+5%$59.6M$59.7M+$51.3K2026-10-21
Sound Income Strategies, LLC
DECREASED689,423975,442-286,019-29%$39.7M$26.6M-$13.0M2026-10-09
Horizon Wealth Management, LLC
INCREASED366,301359,127+7,174+2%$14.6M$14.2M-$413.4K2026-11-02
LPL Financial LLC
INCREASED300,052270,241+29,811+11%$11.0M$11.6M+$634.7K2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED248,903248,792+111+0%$10.1M$9.6M-$474.6K2026-10-29
Vontobel Holding Ltd.
DECREASED194,103198,905-4,802-2%$8.1M$7.5M-$568.9K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED171,15810,017+161,141+1609%$405.8K$6.6M+$6.2M2026-10-13
Blueline Advisors LLC
DECREASED91,86592,965-1,100-1%$3.8M$3.6M-$221.6K2026-10-15
Thrivent Financial for Lutherans
INCREASED80,09512,174+67,921+558%$495.0K$3.1M+$2.6M2026-11-05
Systelligence, LLC
DECREASED61,909110,155-48,246-44%$4.5M$6.1M+$1.7M2026-11-05
Focus Wealth Advisors, LLC
INCREASED52,95552,504+451+1%$2.1M$2.1M-$83.6K2026-10-14
Nilsine Partners, LLC
INCREASED37,60736,909+698+2%$1.5M$1.5M-$44.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED37,57637,521+55+0%$1.5M$1.5M-$70.0K2026-11-02
McAdam, LLC
INCREASED27,79120,747+7,044+34%$843.7K$1.1M+$233.0K2026-10-21
Atria Investments, Inc
DECREASED24,25424,265-110%$986.7K$939.6K-$47.2K2026-10-15
Rareview Capital LLC
NEW19,876—+19,876——$770.0K—2026-11-05
Outlook Wealth Advisors, LLC
NEW19,528—+19,528——$756.5K—2026-10-28
D.A. Davidson & Co.
INCREASED19,13216,612+2,520+15%$675.5K$741.2K+$65.6K2026-10-28
Ariadne Wealth Management, LP
UNCHANGED14,91014,91000%$606.3K$577.6K-$28.7K2026-11-06
Cpwa, LLC
INCREASED11,99611,580+416+4%$470.9K$464.2K-$6.7K2026-11-04
Key Capital Management, Inc
INCREASED11,6521,794+9,858+550%$73.0K$450.5K+$377.5K2026-11-03
AlphaCentric Advisors LLC
DECREASED11,22312,231-1,008-8%$497.4K$434.8K-$62.6K2026-11-03
Yoffe Investment Management, LLC
UNCHANGED10,51310,51300%$427.5K$407.3K-$20.2K2026-11-02
Bank of New York Mellon Corp
INCREASED10,0719,929+142+1%$403.8K$390.1K-$13.6K2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED10,00010,00000%$406.7K$387.4K-$19.3K2026-10-26
Mather Group, Llc.
INCREASED9,1218,642+479+6%$351.4K$353.3K+$1.9K2026-10-14
Concurrent Investment Advisors, LLC
UNCHANGED8,4008,40000%$341.6K$325.4K-$16.2K2026-10-16
Truist Financial Corp
DECREASED8,28018,374-10,094-55%$747.2K$320.8K-$426.4K2026-10-30
TriaGen Wealth Management LLC
INCREASED7,5316,610+921+14%$268.8K$291.7K+$22.9K2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED7,0556,943+112+2%$282.3K$273.3K-$9.0K2026-10-16
Patriot Investment Management Group, Inc.
INCREASED6,4275,802+625+11%$235.9K$249.0K+$13.0K2026-10-15
Commonwealth Equity Services, LLC
DECREASED6,0816,324-243-4%$257.2K$235.6K-$21.6K2026-11-02
Apollon Wealth Management, LLC
INCREASED5,9225,911+11+0%$240.4K$229.4K-$11.0K2026-10-23
Kestra Advisory Services, LLC
NEW5,723—+5,723——$221.7K—2026-11-02
Rossby Financial, LCC
INCREASED5,5021,172+4,330+369%$47.7K$213.2K+$165.5K2026-11-05
Compagnie Lombard Odier SCmA
INCREASED5,2804,380+900+21%$178.1K$204.5K+$26.4K2026-11-04
Farther Finance Advisors, LLC
DECREASED4,9775,253-276-5%$213.6K$192.8K-$20.8K2026-10-08
IFP Advisors, Inc
INCREASED4,6684,391+277+6%$178.6K$180.8K+$2.3K2026-10-16
Aspect Partners, LLC
UNCHANGED4,4144,41400%$179.5K$171.0K-$8.5K2026-10-20
Private Trust Co NA
DECREASED4,1824,183-10%$170.1K$162.0K-$8.1K2026-10-20
Horizon Financial Services, LLC
DECREASED3,5774,608-1,031-22%$187.4K$138.6K-$48.8K2026-11-04
Fifth Third Bancorp
DECREASED3,2034,189-986-24%$170.3K$124.1K-$46.3K2026-11-05
Investors Research Corp
UNCHANGED1,5891,58900%$64.6K$61.6K-$3.1K2026-10-07
Wealth Enhancement Trust Services, Inc.
NEW1,273—+1,273——$49.3K—2026-10-07
PNC Financial Services Group, Inc.
UNCHANGED70070000%$28.5K$27.1K-$1.3K2026-11-06
Latitude Advisors, LLC
NEW465—+465——$18.0K—2026-10-27
Mosley Wealth Management
INCREASED385377+8+2%$15.3K$15.0K-$3602026-10-16
Capital Investment Advisory Services, LLC
INCREASED29647+249+530%$1.9K$11.5K+$9.6K2026-10-30
Signature Equity Partners, LLC
NEW244—+244——$9.5K—2026-10-29
Pflug Koory, LLC
UNCHANGED10710700%$4.4K$4.1K-$2062026-10-26
Buck Wealth Strategies, LLC
DECREASED84147-63-43%$6.0K$3.2K-$2.7K2026-10-28
Tsfg, LLC
UNCHANGED535300%$2$2$02026-10-23
Wealthcare Advisory Partners LLC
CLOSED027,210-27,210-100%$1.1M$0-$1.1M2026-10-21
Optivise Advisory Services LLC
CLOSED015,171-15,171-100%$616.9K$0-$616.9K2026-10-19
Global View Capital Management LLC
CLOSED07,180-7,180-100%$292.0K$0-$292.0K2026-10-28
Alternative Investment Advisors, Llc.
CLOSED05,293-5,293-100%$215.2K$0-$215.2K2026-11-03
Hilton Head Capital Partners, LLC
CLOSED067-67-100%$2.7K$0-$2.7K2026-10-23
BlackRock, Inc.
N/A—1,132,722-1,132,722-100%$46.1M———
Bank of America Corp
N/A—877,905-877,905-100%$35.7M———
Wells Fargo & Company
N/A—725,394-725,394-100%$29.5M———
Summit Financial, LLC
N/A—320,352-320,352-100%$13.0M———
Morgan Stanley
N/A—179,234-179,234-100%$7.3M———
AE Wealth Management LLC
N/A—108,150-108,150-100%$4.4M———
UBS Group AG
N/A—93,335-93,335-100%$3.8M———
Mariner, LLC
N/A—91,516-91,516-100%$3.7M———
HSBC Holdings PLC
N/A—91,300-91,300-100%$3.7M———
Kensington Asset Management, LLC
N/A—81,603-81,603-100%$3.3M———
Mount Lucas Management LP
N/A—77,798-77,798-100%$3.2M———
Cetera Investment Advisers
N/A—73,793-73,793-100%$3.0M———
Envestnet Asset Management Inc
N/A—70,191-70,191-100%$2.9M———
Tidal Investments LLC
N/A—61,131-61,131-100%$2.5M———
Impact Partnership Wealth, LLC
N/A—52,565-52,565-100%$2.1M———
Global Retirement Partners, LLC
N/A—49,507-49,507-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—48,139-48,139-100%$2.0M———
Ameriprise Financial Inc
N/A—44,567-44,567-100%$1.8M———
MML Investors Services, LLC
N/A—37,315-37,315-100%$1.5M———
Note Advisors, LLC
N/A—36,663-36,663-100%$1.5M———
Advisory Alpha, LLC
N/A—35,049-35,049-100%$1.4M———
Osaic Holdings, Inc.
N/A—30,686-30,686-100%$1.2M———
Belpointe Asset Management LLC
N/A—30,627-30,627-100%$1.2M———
Allie Family Office LLC
N/A—28,167-28,167-100%$1.1M———
Benjamin Edwards Inc
N/A—22,809-22,809-100%$927.5K———
Royal Bank of Canada
N/A—18,383-18,383-100%$748.0K———
CreativeOne Wealth, LLC
N/A—17,358-17,358-100%$705.9K———
Mercer Global Advisors Inc
N/A—16,900-16,900-100%$687.2K———
Hyundai Investments Co., Ltd.
N/A—16,705-16,705-100%$679.9K———
Greenline Wealth Management LLC
N/A—16,492-16,492-100%$670.6K———
Raymond James Financial Inc
N/A—16,158-16,158-100%$657.0K———
Sanctuary Advisors, LLC
N/A—10,871-10,871-100%$442.1K———
Haverford Trust Co
N/A—9,450-9,450-100%$384.3K———
Gateway Wealth Partners, LLC
N/A—7,710-7,710-100%$313.5K———
CIBC Bancorp USA Inc.
N/A—6,197-6,197-100%$252.0K———
NorthRock Partners, LLC
N/A—5,795-5,795-100%$235.7K———
Strategic Investment Advisors / MI
N/A—3,394-3,394-100%$138.0K———
FMR LLC
N/A—2,775-2,775-100%$112.8K———
BFC Planning, Inc.
N/A—2,754-2,754-100%$112.0K———
Continuum Advisory, LLC
N/A—1,865-1,865-100%$75.8K———
Steward Partners Investment Advisory, LLC
N/A—1,364-1,364-100%$55.5K———
O'shaughnessy Asset Management, LLC
N/A—1,186-1,186-100%$48.2K———
National Bank of Canada
N/A—1,039-1,039-100%$42.2K———
JPMorgan Chase & Co
N/A—579-579-100%$23.6K———
Ameriflex Group, Inc.
N/A—516-516-100%$21.0K———
Delta Asset Management LLC
N/A—404-404-100%$16.4K———
Harbour Investments, Inc.
N/A—355-355-100%$14.4K———
Geneos Wealth Management Inc.
N/A—150-150-100%$6.1K———
Northwestern Mutual Wealth Management Co
N/A—129-129-100%$5.2K———
Smartleaf Asset Management LLC
N/A—118-118-100%$4.8K———
NewEdge Advisors, LLC
N/A—62-62-100%$2.5K———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$161———
Showing 109 of 109 institutions