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Ishares Emerging Markets DIV (DVYE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Keybank National Association
INCREASED
Shares1,173,513 from 1,152,807
Change+20,706 (+2%)
Value$39.9M (+$2.7M)
Filed 2026-11-04
Creative Planning
DECREASED
Shares1,061,856 from 1,076,340
Change-14,484 (-1%)
Value$36.1M (+$1.4M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares489,745 from 403,261
Change+86,484 (+21%)
Value$16.7M (+$3.7M)
Filed 2026-11-05
Prentice Wealth Management LLC
INCREASED
Shares276,381 from 268,158
Change+8,223 (+3%)
Value$9.4M (+$754.2K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares244,013 from 243,323
Change+690 (+0%)
Value$8.3M (+$454.1K)
Filed 2026-11-02
Revisor Wealth Management LLC
DECREASED
Shares217,044 from 219,995
Change-2,951 (-1%)
Value$7.6M (+$497.1K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares196,789 from 211,881
Change-15,092 (-7%)
Value$6.7M (-$138.1K)
Filed 2026-10-21
Auto-Owners Insurance Co
DECREASED
Shares180,000 from 500,000
Change-320,000 (-64%)
Value$6.1M (-$10.0M)
Filed 2026-10-15
CFS Investment Advisory Services, LLC
DECREASED
Shares165,899 from 194,623
Change-28,724 (-15%)
Value$5.8M (-$436.0K)
Filed 2026-10-19
Crescent Grove Advisors, LLC
INCREASED
Shares164,908 from 158,296
Change+6,612 (+4%)
Value$5.6M (+$505.0K)
Filed 2026-10-21
Pekin Hardy Strauss, Inc.
INCREASED
Shares164,062 from 160,011
Change+4,051 (+3%)
Value$5.6M (+$421.0K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares147,810 from 179,966
Change-32,156 (-18%)
Value$5.0M (-$774.8K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares134,014 from 130,908
Change+3,106 (+2%)
Value$4.7M (+$321.7K)
Filed 2026-10-13
Concord Wealth Partners
DECREASED
Shares100,809 from 102,299
Change-1,490 (-1%)
Value$3.4M (+$130.4K)
Filed 2026-11-02
Concord Asset Management, LLC
DECREASED
Shares99,320 from 100,138
Change-818 (-1%)
Value$3.4M (+$149.4K)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares96,764 from 89,250
Change+7,514 (+8%)
Value$3.3M (+$413.0K)
Filed 2026-10-28
Grange Capital, LLC
DECREASED
Shares95,408 from 109,632
Change-14,224 (-13%)
Value$3.2M (-$289.5K)
Filed 2026-10-20
Thrive Capital Management, LLC
INCREASED
Shares94,522 from 93,679
Change+843 (+1%)
Value$3.2M (+$194.5K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares88,327 from 84,594
Change+3,733 (+4%)
Value$3.0M (+$276.6K)
Filed 2026-10-30
Bouvel Investment Partners, LLC
INCREASED
Shares54,631 from 53,449
Change+1,182 (+2%)
Value$1.9M (+$134.8K)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares54,500 from 53,500
Change+1,000 (+2%)
Value$1.9M (+$128.7K)
Filed 2026-10-23
Anson Capital, Inc.
INCREASED
Shares54,457 from 47,628
Change+6,829 (+14%)
Value$1.9M (+$316.5K)
Filed 2026-10-23
Stonebridge Wealth Management, LLC
INCREASED
Shares53,419 from 41,800
Change+11,619 (+28%)
Value$1.8M (+$469.0K)
Filed 2026-10-09
180 Wealth Advisors, LLC
DECREASED
Shares50,963 from 51,640
Change-677 (-1%)
Value$1.7M (+$68.4K)
Filed 2026-11-03
Dorval Corp
INCREASED
Shares49,696 from 49,675
Change+21 (+0%)
Value$1.7M (+$88.6K)
Filed 2026-10-29
Lido Advisors, LLC
DECREASED
Shares49,384 from 52,291
Change-2,907 (-6%)
Value$1.7M (-$6.3K)
Filed 2026-11-04
Ipsen Advisor Group LLC
DECREASED
Shares47,951 from 49,938
Change-1,987 (-4%)
Value$1.6M (+$20.8K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
INCREASED
Shares43,823 from 43,820
Change+3 (+0%)
Value$1.5M (+$77.7K)
Filed 2026-10-27
Atwater Malick LLC
UNCHANGED
Shares43,821 from 43,821
Change0 (0%)
Value$1.5M (+$77.6K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares41,115 from 40,347
Change+768 (+2%)
Value$1.4M (+$97.5K)
Filed 2026-10-13
D.B. Root & Company, LLC
DECREASED
Shares40,349 from 61,140
Change-20,791 (-34%)
Value$1.4M (-$598.7K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
DECREASED
Shares36,293 from 37,061
Change-768 (-2%)
Value$1.2M (+$39.5K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares33,052 from 28,678
Change+4,374 (+15%)
Value$1.1M (+$199.5K)
Filed 2026-10-29
D.A. Davidson & Co.
INCREASED
Shares28,940 from 28,690
Change+250 (+1%)
Value$984.0K (+$59.3K)
Filed 2026-10-28
Sweeney & Michel, LLC
INCREASED
Shares20,795 from 20,672
Change+123 (+1%)
Value$707.0K (-$782)
Filed 2026-10-16
Puff Wealth Management, LLC
INCREASED
Shares20,782 from 17,041
Change+3,741 (+22%)
Value$706.6K (+$157.3K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
UNCHANGED
Shares20,400 from 20,400
Change0 (0%)
Value$693.6K (+$36.1K)
Filed 2026-10-16
Barrett & Company, Inc.
DECREASED
Shares20,062 from 22,337
Change-2,275 (-10%)
Value$682.1K (-$37.8K)
Filed 2026-10-22
Wiregrass Investment Management LLC
INCREASED
Shares18,508 from 13,874
Change+4,634 (+33%)
Value$629.3K (+$182.1K)
Filed 2026-11-05
Eagle Strategies LLC
INCREASED
Shares18,403 from 16,669
Change+1,734 (+10%)
Value$625.7K (+$88.5K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares18,130 from 17,659
Change+471 (+3%)
Value$616.4K (+$47.2K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares18,075 from 20,117
Change-2,042 (-10%)
Value$614.6K (-$33.8K)
Filed 2026-10-16
John W. Brooker & Co., CPAs
INCREASED
Shares17,650 from 14,424
Change+3,226 (+22%)
Value$600.1K (+$135.2K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares17,531 from 13,505
Change+4,026 (+30%)
Value$596.1K (+$160.8K)
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares17,095 from 17,095
Change0 (0%)
Value$581.2K (+$30.3K)
Filed 2026-10-26
Eagle Bluffs Wealth Management LLC
DECREASED
Shares15,709 from 15,879
Change-170 (-1%)
Value$534.1K (+$22.3K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares15,228 from 44,440
Change-29,212 (-66%)
Value$517.8K (-$914.5K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares14,052 from 15,259
Change-1,207 (-8%)
Value$477.8K (-$14.0K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares13,934 from 14,664
Change-730 (-5%)
Value$473.8K (+$1.1K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares13,812 from 14,382
Change-570 (-4%)
Value$469.6K (+$6.1K)
Filed 2026-10-27
Investment Research Partners LLC
INCREASED
Shares13,760 from 13,408
Change+352 (+3%)
Value$467.8K (+$35.7K)
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares13,653 from 9,507
Change+4,146 (+44%)
Value$464.2K (+$157.8K)
Filed 2026-10-08
Crumly & Associates Inc.
INCREASED
Shares13,416 from 12,235
Change+1,181 (+10%)
Value$456.1K (+$61.8K)
Filed 2026-10-07
Fifth Third Bancorp
INCREASED
Shares13,130 from 13,129
Change+1 (+0%)
Value$446.4K (+$23.3K)
Filed 2026-11-05
Invested Advisors
INCREASED
Shares12,902 from 12,492
Change+410 (+3%)
Value$438.7K (+$36.1K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares12,268 from 11,779
Change+489 (+4%)
Value$417.1K (+$37.5K)
Filed 2026-10-16
Lifestyle Asset Management, Inc.
INCREASED
Shares12,253 from 11,189
Change+1,064 (+10%)
Value$416.6K (+$56.0K)
Filed 2026-10-20
Winnacle Wealth LLC
DECREASED
Shares12,029 from 15,793
Change-3,764 (-24%)
Value$409.0K (-$100.0K)
Filed 2026-10-15
Americana Partners, LLC
INCREASED
Shares11,922 from 11,706
Change+216 (+2%)
Value$405.4K (+$28.1K)
Filed 2026-10-28
Visionary Wealth Advisors
NEW
Shares10,891
Change+10,891
Value$370.3K
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares10,352 from 9,365
Change+987 (+11%)
Value$352.0K (+$50.1K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares9,185 from 7,254
Change+1,931 (+27%)
Value$312.3K (+$78.5K)
Filed 2026-10-23
Wedmont Private Capital
INCREASED
Shares9,157 from 8,990
Change+167 (+2%)
Value$319.4K (+$20.5K)
Filed 2026-10-09
Simplex Trading, LLC
NEW
Shares9,007
Change+9,007
Value$306.2K
Filed 2026-11-04
Creative Financial Designs Inc
NEW
Shares8,406
Change+8,406
Value$285.8K
Filed 2026-11-04
Oregon Pacific Wealth Management, LLC
NEW
Shares8,277
Change+8,277
Value$281.4K
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares7,998 from 8,120
Change-122 (-1%)
Value$266.9K (+$5.1K)
Filed 2026-11-04
Intrua Financial, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$255.0K (+$13.3K)
Filed 2026-10-28
CIBC Asset Management Inc
UNCHANGED
Shares6,753 from 6,753
Change0 (0%)
Value$229.6K (+$12.0K)
Filed 2026-11-05
Abundance Wealth Counselors
DECREASED
Shares6,640 from 7,544
Change-904 (-12%)
Value$225.8K (-$17.4K)
Filed 2026-10-26
Braeburn Wealth Management LLC
UNCHANGED
Shares6,575 from 6,575
Change0 (0%)
Value$223.6K (+$11.6K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares6,451 from 6,502
Change-51 (-1%)
Value$219.3K (+$9.8K)
Filed 2026-10-23
Straight Path Wealth Management
DECREASED
Shares6,350 from 7,850
Change-1,500 (-19%)
Value$215.9K (-$37.1K)
Filed 2026-10-23
Rockland Trust Co
NEW
Shares6,319
Change+6,319
Value$214.8K
Filed 2026-10-05
TD Waterhouse Canada Inc.
DECREASED
Shares6,209 from 8,977
Change-2,768 (-31%)
Value$209.2K (-$77.5K)
Filed 2026-10-16
Allen Capital Group, LLC
NEW
Shares5,974
Change+5,974
Value$203.1K
Filed 2026-10-27
J.W. Cole Advisors, Inc.
NEW
Shares5,968
Change+5,968
Value$202.9K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares5,804
Change+5,804
Value$197.3K
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$197.2K (+$10.3K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares5,791 from 5,401
Change+390 (+7%)
Value$196.9K (+$22.8K)
Filed 2026-10-20
Security National Bank
UNCHANGED
Shares4,947 from 4,947
Change0 (0%)
Value$168.2K (+$8.8K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares3,797 from 4,012
Change-215 (-5%)
Value$129.1K (-$209)
Filed 2026-11-03
TFC Financial Management, Inc.
DECREASED
Shares2,496 from 2,542
Change-46 (-2%)
Value$84.9K (+$2.9K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,445 from 2,445
Change0 (0%)
Value$83.1K (+$4.3K)
Filed 2026-10-30
Montag A & Associates Inc
NEW
Shares2,090
Change+2,090
Value$71.1K
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,488 from 1,488
Change0 (0%)
Value$50.6K (+$2.6K)
Filed 2026-10-07
United Financial Planning Group LLC
NEW
Shares1,195
Change+1,195
Value$40.6K
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$38.9K (+$2.0K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
NEW
Shares839
Change+839
Value$28.5K
Filed 2026-10-05
Sunrise Financial Services, LLC
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$26.7K (+$1.4K)
Filed 2026-10-21
Farther Finance Advisors, LLC
NEW
Shares600
Change+600
Value$20.4K
Filed 2026-10-08
Nova Financial LLC
NEW
Shares400
Change+400
Value$13.6K
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares377
Change+377
Value$12.8K
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$11.9K (+$619)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$9.6K (+$497)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares186
Change+186
Value$6.3K
Filed 2026-10-21
City State Bank
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$6.3K (+$327)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$5.4K (+$283)
Filed 2026-10-27
WestEnd Advisors, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$5.0K (+$260)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares70
Change+70
Value$2.4K
Filed 2026-10-09
Nvwm, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$726 (+$51)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$211 (+$15)
Filed 2026-10-23
Trek Financial, LLC
CLOSED
Shares0 from 372,196
Change-372,196 (-100%)
Value$0 (-$12.0M)
Filed 2026-10-29
Sound Income Strategies, LLC
CLOSED
Shares0 from 7,025
Change-7,025 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 6,876
Change-6,876 (-100%)
Value$0 (-$222.0K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$79.8K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$26.0K)
Filed 2026-10-15
DecisionPoint Financial, LLC
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-27
Solstein Capital, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 2,195,734
Change-2,195,734 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,462,703
Change-1,462,703 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,247,417
Change-1,247,417 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,041,903
Change-1,041,903 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 546,864
Change-546,864 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 373,850
Change-373,850 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 323,387
Change-323,387 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 295,555
Change-295,555 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 267,953
Change-267,953 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 246,315
Change-246,315 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 242,898
Change-242,898 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 236,275
Change-236,275 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 225,853
Change-225,853 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 219,587
Change-219,587 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 198,446
Change-198,446 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 186,016
Change-186,016 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 182,154
Change-182,154 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 179,991
Change-179,991 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 173,944
Change-173,944 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 168,875
Change-168,875 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 159,686
Change-159,686 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 154,968
Change-154,968 (-100%)
Value—
&partners
N/A
Shares— from 140,425
Change-140,425 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 134,292
Change-134,292 (-100%)
Value—
Stephens Inc
N/A
Shares— from 100,426
Change-100,426 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 97,963
Change-97,963 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 90,738
Change-90,738 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 85,889
Change-85,889 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 83,237
Change-83,237 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 82,634
Change-82,634 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 82,222
Change-82,222 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 70,841
Change-70,841 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 68,090
Change-68,090 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 63,861
Change-63,861 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 57,395
Change-57,395 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 55,786
Change-55,786 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 52,675
Change-52,675 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 51,658
Change-51,658 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 45,225
Change-45,225 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 44,422
Change-44,422 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 43,755
Change-43,755 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 42,967
Change-42,967 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 39,786
Change-39,786 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 36,870
Change-36,870 (-100%)
Value—
10Elms LLP
N/A
Shares— from 34,214
Change-34,214 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 31,970
Change-31,970 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,450
Change-31,450 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 29,132
Change-29,132 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 27,863
Change-27,863 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 26,957
Change-26,957 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 26,625
Change-26,625 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 25,928
Change-25,928 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 23,230
Change-23,230 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,116
Change-23,116 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 21,803
Change-21,803 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 20,740
Change-20,740 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,680
Change-20,680 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,419
Change-18,419 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 17,311
Change-17,311 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 16,048
Change-16,048 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 15,111
Change-15,111 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,519
Change-14,519 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,066
Change-14,066 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 13,336
Change-13,336 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 12,940
Change-12,940 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 10,925
Change-10,925 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 10,073
Change-10,073 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 9,366
Change-9,366 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,991
Change-8,991 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 8,427
Change-8,427 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,528
Change-6,528 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 966
Change-966 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 939
Change-939 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 630
Change-630 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 535
Change-535 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 488
Change-488 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 461
Change-461 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 271
Change-271 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Keybank National Association
INCREASED1,173,5131,152,807+20,706+2%$37.2M$39.9M+$2.7M2026-11-04
Creative Planning
DECREASED1,061,8561,076,340-14,484-1%$34.7M$36.1M+$1.4M2026-11-02
Bank of New York Mellon Corp
INCREASED489,745403,261+86,484+21%$13.0M$16.7M+$3.7M2026-11-05
Prentice Wealth Management LLC
INCREASED276,381268,158+8,223+3%$8.6M$9.4M+$754.2K2026-10-20
Commonwealth Equity Services, LLC
INCREASED244,013243,323+690+0%$7.8M$8.3M+$454.1K2026-11-02
Revisor Wealth Management LLC
DECREASED217,044219,995-2,951-1%$7.1M$7.6M+$497.1K2026-10-20
Assetmark, Inc
DECREASED196,789211,881-15,092-7%$6.8M$6.7M-$138.1K2026-10-21
Auto-Owners Insurance Co
DECREASED180,000500,000-320,000-64%$16.1M$6.1M-$10.0M2026-10-15
CFS Investment Advisory Services, LLC
DECREASED165,899194,623-28,724-15%$6.3M$5.8M-$436.0K2026-10-19
Crescent Grove Advisors, LLC
INCREASED164,908158,296+6,612+4%$5.1M$5.6M+$505.0K2026-10-21
Pekin Hardy Strauss, Inc.
INCREASED164,062160,011+4,051+3%$5.2M$5.6M+$421.0K2026-11-02
Cooper Financial Group
DECREASED147,810179,966-32,156-18%$5.8M$5.0M-$774.8K2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED134,014130,908+3,106+2%$4.4M$4.7M+$321.7K2026-10-13
Concord Wealth Partners
DECREASED100,809102,299-1,490-1%$3.3M$3.4M+$130.4K2026-11-02
Concord Asset Management, LLC
DECREASED99,320100,138-818-1%$3.2M$3.4M+$149.4K2026-11-02
Summit Global Investments
INCREASED96,76489,250+7,514+8%$2.9M$3.3M+$413.0K2026-10-28
Grange Capital, LLC
DECREASED95,408109,632-14,224-13%$3.5M$3.2M-$289.5K2026-10-20
Thrive Capital Management, LLC
INCREASED94,52293,679+843+1%$3.0M$3.2M+$194.5K2026-10-28
Truist Financial Corp
INCREASED88,32784,594+3,733+4%$2.7M$3.0M+$276.6K2026-10-30
Bouvel Investment Partners, LLC
INCREASED54,63153,449+1,182+2%$1.7M$1.9M+$134.8K2026-10-13
NTV Asset Management LLC
INCREASED54,50053,500+1,000+2%$1.7M$1.9M+$128.7K2026-10-23
Anson Capital, Inc.
INCREASED54,45747,628+6,829+14%$1.5M$1.9M+$316.5K2026-10-23
Stonebridge Wealth Management, LLC
INCREASED53,41941,800+11,619+28%$1.3M$1.8M+$469.0K2026-10-09
180 Wealth Advisors, LLC
DECREASED50,96351,640-677-1%$1.7M$1.7M+$68.4K2026-11-03
Dorval Corp
INCREASED49,69649,675+21+0%$1.6M$1.7M+$88.6K2026-10-29
Lido Advisors, LLC
DECREASED49,38452,291-2,907-6%$1.7M$1.7M-$6.3K2026-11-04
Ipsen Advisor Group LLC
DECREASED47,95149,938-1,987-4%$1.6M$1.6M+$20.8K2026-10-29
Crestwood Advisors Group, LLC
INCREASED43,82343,820+3+0%$1.4M$1.5M+$77.7K2026-10-27
Atwater Malick LLC
UNCHANGED43,82143,82100%$1.4M$1.5M+$77.6K2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED41,11540,347+768+2%$1.3M$1.4M+$97.5K2026-10-13
D.B. Root & Company, LLC
DECREASED40,34961,140-20,791-34%$2.0M$1.4M-$598.7K2026-11-04
Armstrong Advisory Group, Inc
DECREASED36,29337,061-768-2%$1.2M$1.2M+$39.5K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED33,05228,678+4,374+15%$924.3K$1.1M+$199.5K2026-10-29
D.A. Davidson & Co.
INCREASED28,94028,690+250+1%$924.7K$984.0K+$59.3K2026-10-28
Sweeney & Michel, LLC
INCREASED20,79520,672+123+1%$707.8K$707.0K-$7822026-10-16
Puff Wealth Management, LLC
INCREASED20,78217,041+3,741+22%$549.2K$706.6K+$157.3K2026-10-07
Concurrent Investment Advisors, LLC
UNCHANGED20,40020,40000%$657.5K$693.6K+$36.1K2026-10-16
Barrett & Company, Inc.
DECREASED20,06222,337-2,275-10%$719.9K$682.1K-$37.8K2026-10-22
Wiregrass Investment Management LLC
INCREASED18,50813,874+4,634+33%$447.2K$629.3K+$182.1K2026-11-05
Eagle Strategies LLC
INCREASED18,40316,669+1,734+10%$537.3K$625.7K+$88.5K2026-10-16
Davenport & Co LLC
INCREASED18,13017,659+471+3%$569.2K$616.4K+$47.2K2026-10-14
IFP Advisors, Inc
DECREASED18,07520,117-2,042-10%$648.4K$614.6K-$33.8K2026-10-16
John W. Brooker & Co., CPAs
INCREASED17,65014,424+3,226+22%$464.9K$600.1K+$135.2K2026-10-21
Atria Investments, Inc
INCREASED17,53113,505+4,026+30%$435.3K$596.1K+$160.8K2026-10-15
First Horizon Corp
UNCHANGED17,09517,09500%$551.0K$581.2K+$30.3K2026-10-26
Eagle Bluffs Wealth Management LLC
DECREASED15,70915,879-170-1%$511.8K$534.1K+$22.3K2026-10-20
Independent Financial Group, LLC
DECREASED15,22844,440-29,212-66%$1.4M$517.8K-$914.5K2026-10-13
MGO One Seven LLC
DECREASED14,05215,259-1,207-8%$491.8K$477.8K-$14.0K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED13,93414,664-730-5%$472.6K$473.8K+$1.1K2026-11-03
VestGen Advisors, LLC
DECREASED13,81214,382-570-4%$463.5K$469.6K+$6.1K2026-10-27
Investment Research Partners LLC
INCREASED13,76013,408+352+3%$432.1K$467.8K+$35.7K2026-10-19
First Heartland Consultants, Inc.
INCREASED13,6539,507+4,146+44%$306.4K$464.2K+$157.8K2026-10-08
Crumly & Associates Inc.
INCREASED13,41612,235+1,181+10%$394.3K$456.1K+$61.8K2026-10-07
Fifth Third Bancorp
INCREASED13,13013,129+1+0%$423.1K$446.4K+$23.3K2026-11-05
Invested Advisors
INCREASED12,90212,492+410+3%$402.6K$438.7K+$36.1K2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED12,26811,779+489+4%$379.7K$417.1K+$37.5K2026-10-16
Lifestyle Asset Management, Inc.
INCREASED12,25311,189+1,064+10%$360.6K$416.6K+$56.0K2026-10-20
Winnacle Wealth LLC
DECREASED12,02915,793-3,764-24%$509.0K$409.0K-$100.0K2026-10-15
Americana Partners, LLC
INCREASED11,92211,706+216+2%$377.3K$405.4K+$28.1K2026-10-28
Visionary Wealth Advisors
NEW10,891—+10,891——$370.3K—2026-11-04
Rossby Financial, LCC
INCREASED10,3529,365+987+11%$301.8K$352.0K+$50.1K2026-11-05
Sowell Financial Services LLC
INCREASED9,1857,254+1,931+27%$233.8K$312.3K+$78.5K2026-10-23
Wedmont Private Capital
INCREASED9,1578,990+167+2%$298.9K$319.4K+$20.5K2026-10-09
Simplex Trading, LLC
NEW9,007—+9,007——$306.2K—2026-11-04
Creative Financial Designs Inc
NEW8,406—+8,406——$285.8K—2026-11-04
Oregon Pacific Wealth Management, LLC
NEW8,277—+8,277——$281.4K—2026-10-20
Prospera Financial Services Inc
DECREASED7,9988,120-122-1%$261.7K$266.9K+$5.1K2026-11-04
Intrua Financial, LLC
UNCHANGED7,5007,50000%$241.7K$255.0K+$13.3K2026-10-28
CIBC Asset Management Inc
UNCHANGED6,7536,75300%$217.6K$229.6K+$12.0K2026-11-05
Abundance Wealth Counselors
DECREASED6,6407,544-904-12%$243.1K$225.8K-$17.4K2026-10-26
Braeburn Wealth Management LLC
UNCHANGED6,5756,57500%$211.9K$223.6K+$11.6K2026-10-15
Apollon Wealth Management, LLC
DECREASED6,4516,502-51-1%$209.6K$219.3K+$9.8K2026-10-23
Straight Path Wealth Management
DECREASED6,3507,850-1,500-19%$253.0K$215.9K-$37.1K2026-10-23
Rockland Trust Co
NEW6,319—+6,319——$214.8K—2026-10-05
TD Waterhouse Canada Inc.
DECREASED6,2098,977-2,768-31%$286.7K$209.2K-$77.5K2026-10-16
Allen Capital Group, LLC
NEW5,974—+5,974——$203.1K—2026-10-27
J.W. Cole Advisors, Inc.
NEW5,968—+5,968——$202.9K—2026-11-05
Latitude Advisors, LLC
NEW5,804—+5,804——$197.3K—2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED5,8005,80000%$186.9K$197.2K+$10.3K2026-10-21
Private Trust Co NA
INCREASED5,7915,401+390+7%$174.1K$196.9K+$22.8K2026-10-20
Security National Bank
UNCHANGED4,9474,94700%$159.4K$168.2K+$8.8K2026-10-26
Asset Dedication, LLC
DECREASED3,7974,012-215-5%$129.3K$129.1K-$2092026-11-03
TFC Financial Management, Inc.
DECREASED2,4962,542-46-2%$81.9K$84.9K+$2.9K2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED2,4452,44500%$78.8K$83.1K+$4.3K2026-10-30
Montag A & Associates Inc
NEW2,090—+2,090——$71.1K—2026-10-29
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,4881,48800%$48.0K$50.6K+$2.6K2026-10-07
United Financial Planning Group LLC
NEW1,195—+1,195——$40.6K—2026-11-04
Triumph Capital Management
UNCHANGED1,1451,14500%$36.9K$38.9K+$2.0K2026-10-14
Rosenberg Matthew Hamilton
NEW839—+839——$28.5K—2026-10-05
Sunrise Financial Services, LLC
UNCHANGED78678600%$25.3K$26.7K+$1.4K2026-10-21
Farther Finance Advisors, LLC
NEW600—+600——$20.4K—2026-10-08
Nova Financial LLC
NEW400—+400——$13.6K—2026-11-04
Ascentis Independent Advisors
NEW377—+377——$12.8K—2026-11-03
Mather Group, Llc.
UNCHANGED35035000%$11.3K$11.9K+$6192026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED28128100%$9.1K$9.6K+$4972026-10-15
Root Financial Partners, LLC
NEW186—+186——$6.3K—2026-10-21
City State Bank
UNCHANGED18518500%$6.0K$6.3K+$3272026-10-20
Parkside Financial Bank & Trust
UNCHANGED16016000%$5.2K$5.4K+$2832026-10-27
WestEnd Advisors, LLC
UNCHANGED14714700%$4.7K$5.0K+$2602026-10-27
GK Wealth Management LLC
NEW70—+70——$2.4K—2026-10-09
Nvwm, LLC
UNCHANGED212100%$675$726+$512026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED6600%$196$211+$152026-10-23
Trek Financial, LLC
CLOSED0372,196-372,196-100%$12.0M$0-$12.0M2026-10-29
Sound Income Strategies, LLC
CLOSED07,025-7,025-100%$226.4K$0-$226.4K2026-10-09
Cambridge Investment Research Advisors, Inc.
CLOSED06,876-6,876-100%$222.0K$0-$222.0K2026-11-02
International Assets Investment Management, LLC
CLOSED02,500-2,500-100%$79.8K$0-$79.8K2026-11-02
AdvisorNet Financial, Inc
CLOSED0806-806-100%$26.0K$0-$26.0K2026-10-15
DecisionPoint Financial, LLC
CLOSED0403-403-100%$12.9K$0-$12.9K2026-10-27
Solstein Capital, LLC
CLOSED058-58-100%$1.9K$0-$1.9K2026-11-02
Bank of America Corp
N/A—2,195,734-2,195,734-100%$70.8M———
Morgan Stanley
N/A—1,462,703-1,462,703-100%$47.1M———
LPL Financial LLC
N/A—1,247,417-1,247,417-100%$40.2M———
UBS Group AG
N/A—1,041,903-1,041,903-100%$33.6M———
Cresset Asset Management, LLC
N/A—546,864-546,864-100%$17.6M———
Susquehanna International Group, LLP
N/A—373,850-373,850-100%$12.0M———
Royal Bank of Canada
N/A—323,387-323,387-100%$10.4M———
Proficio Capital Partners LLC
N/A—295,555-295,555-100%$9.5M———
State of Wisconsin Investment Board
N/A—267,953-267,953-100%$8.6M———
Securian Asset Management, Inc
N/A—250,000-250,000-100%$8.3M———
Old Mission Capital LLC
N/A—246,315-246,315-100%$7.9M———
Osaic Holdings, Inc.
N/A—242,898-242,898-100%$7.8M———
Argent Advisors, Inc.
N/A—236,275-236,275-100%$7.6M———
Beta Wealth Group, Inc.
N/A—225,853-225,853-100%$7.3M———
Mercer Global Advisors Inc
N/A—219,587-219,587-100%$7.1M———
Peregrine Asset Advisers, Inc.
N/A—198,446-198,446-100%$6.4M———
Stifel Financial Corp
N/A—186,016-186,016-100%$6.0M———
JPMorgan Chase & Co
N/A—182,154-182,154-100%$5.9M———
Raymond James Financial Inc
N/A—179,991-179,991-100%$5.8M———
Citadel Advisors LLC
N/A—173,944-173,944-100%$5.6M———
Marshall Wace, LLP
N/A—168,875-168,875-100%$5.4M———
Mariner, LLC
N/A—159,686-159,686-100%$5.1M———
Envestnet Asset Management Inc
N/A—154,968-154,968-100%$5.0M———
&partners
N/A—140,425-140,425-100%$4.5M———
Virtu Financial LLC
N/A—134,292-134,292-100%$4.3M———
Stephens Inc
N/A—100,426-100,426-100%$3.2M———
Steward Partners Investment Advisory, LLC
N/A—97,963-97,963-100%$3.2M———
Cetera Investment Advisers
N/A—90,738-90,738-100%$2.9M———
Janney Montgomery Scott LLC
N/A—85,889-85,889-100%$2.8M———
NewEdge Advisors, LLC
N/A—83,237-83,237-100%$2.7M———
Ameriprise Financial Inc
N/A—82,634-82,634-100%$2.7M———
Equitable Holdings, Inc.
N/A—82,222-82,222-100%$2.7M———
Ariadne Wealth Management, LP
N/A—70,841-70,841-100%$2.3M———
Sanctuary Advisors, LLC
N/A—68,090-68,090-100%$2.2M———
HRT Financial LP
N/A—63,861-63,861-100%$2.1M———
Northwestern Mutual Wealth Management Co
N/A—57,395-57,395-100%$1.8M———
Jones Financial Companies Lllp
N/A—55,786-55,786-100%$1.8M———
Baird Financial Group, Inc.
N/A—52,675-52,675-100%$1.7M———
Wealthspire Advisors, LLC
N/A—51,658-51,658-100%$1.7M———
United Capital Financial Advisors, LLC
N/A—45,225-45,225-100%$1.5M———
Focus Partners Wealth
N/A—44,422-44,422-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—43,755-43,755-100%$1.4M———
Astoria Portfolio Advisors Llc.
N/A—42,967-42,967-100%$1.4M———
Wealthfront Advisers LLC
N/A—39,786-39,786-100%$1.3M———
Flow Traders U.S. LLC
N/A—36,870-36,870-100%$1.2M———
10Elms LLP
N/A—34,214-34,214-100%$1.1M———
Transcend Capital Advisors, LLC
N/A—32,500-32,500-100%$1.0M———
MAI Capital Management
N/A—31,970-31,970-100%$1.0M———
World Investment Advisors
N/A—31,450-31,450-100%$1.1M———
Hancock Whitney Corp
N/A—29,132-29,132-100%$938.9K———
Qube Research & Technologies Ltd
N/A—27,863-27,863-100%$898.0K———
Vista Capital Partners, Inc.
N/A—26,957-26,957-100%$868.8K———
Cascade Financial Partners, LLC
N/A—26,625-26,625-100%$858.1K———
CreativeOne Wealth, LLC
N/A—25,928-25,928-100%$835.7K———
Mission Hills Financial Advisory, LLC
N/A—23,230-23,230-100%$748.7K———
AQR Capital Management LLC
N/A—23,116-23,116-100%$745.0K———
BCS Private Wealth Management, Inc.
N/A—21,803-21,803-100%$702.7K———
Raelipskie Partnership
N/A—20,740-20,740-100%$668.5K———
Principal Securities, Inc.
N/A—20,680-20,680-100%$666.5K———
Marble Harbor Investment Counsel, LLC
N/A—20,400-20,400-100%$657.5K———
Gladstone Institutional Advisory LLC
N/A—18,419-18,419-100%$593.7K———
Hyundai Investments Co., Ltd.
N/A—17,311-17,311-100%$559.3K———
Advyzon Investment Management, LLC
N/A—16,048-16,048-100%$517.2K———
Flputnam Investment Management Co
N/A—15,111-15,111-100%$921.3K———
Drive Wealth Management, LLC
N/A—15,015-15,015-100%$483.9K———
MML Investors Services, LLC
N/A—14,519-14,519-100%$467.9K———
Regal Investment Advisors LLC
N/A—14,066-14,066-100%$453.4K———
National Bank of Canada
N/A—13,336-13,336-100%$428.8K———
L2 Asset Management, LLC
N/A—12,940-12,940-100%$417.1K———
Elgethun Capital Management
N/A—10,925-10,925-100%$352.1K———
SageView Advisory Group, LLC
N/A—10,494-10,494-100%$338.2K———
Oakmont Advisory Group, LLC
N/A—10,073-10,073-100%$324.7K———
Glenmede Trust Co NA
N/A—9,500-9,500-100%$306.2K———
Western Wealth Management, LLC
N/A—9,375-9,375-100%$302.2K———
DRW Securities, LLC
N/A—9,366-9,366-100%$301.9K———
BlackRock, Inc.
N/A—8,991-8,991-100%$289.8K———
PIN OAK Investment Advisors Inc
N/A—8,427-8,427-100%$272.0K———
Two Sigma Securities, LLC
N/A—6,975-6,975-100%$224.8K———
Summit Financial, LLC
N/A—6,950-6,950-100%$224.0K———
Private Advisor Group, LLC
N/A—6,832-6,832-100%$220.2K———
Captrust Financial Advisors
N/A—6,528-6,528-100%$210.4K———
Beacon Pointe Advisors, LLC
N/A—6,419-6,419-100%$206.9K———
FMR LLC
N/A—2,518-2,518-100%$81.2K———
Bank of Montreal
N/A—2,265-2,265-100%$73.0K———
Highland Investment Advisors LLC
N/A—2,105-2,105-100%$67.8K———
Security National Bank of Sioux City Iowa
N/A—1,995-1,995-100%$64.3K———
Morgan Dempsey Capital Management LLC
N/A—1,839-1,839-100%$59.3K———
Webster Bank, N. A.
N/A—1,700-1,700-100%$54.8K———
Harbour Investments, Inc.
N/A—1,698-1,698-100%$54.7K———
Blair William & Co
N/A—1,625-1,625-100%$52.4K———
Millstone Evans Group, LLC
N/A—1,259-1,259-100%$40.6K———
Smartleaf Asset Management LLC
N/A—1,003-1,003-100%$32.4K———
Bogart Wealth, LLC
N/A—1,000-1,000-100%$32.2K———
Godfrey Financial Associates, Inc.
N/A—966-966-100%$31.1K———
Geneos Wealth Management Inc.
N/A—939-939-100%$30.3K———
AE Wealth Management LLC
N/A—857-857-100%$27.6K———
PNC Financial Services Group, Inc.
N/A—850-850-100%$27.4K———
Consultiva Wealth Management, Corp.
N/A—630-630-100%$20.3K———
IMA Advisory Services, Inc.
N/A—600-600-100%$19.3K———
Wells Fargo & Company
N/A—535-535-100%$17.2K———
IFG Advisory, LLC
N/A—531-531-100%$17.1K———
Whittier Trust Co
N/A—488-488-100%$16.0K———
Wellington-Altus USA Inc.
N/A—461-461-100%$15.8K———
Continuum Advisory, LLC
N/A—299-299-100%$9.6K———
Whittier Trust Co of Nevada Inc
N/A—271-271-100%$8.8K———
Atomic Invest LLC
N/A—164-164-100%$5.3K———
Strategic Investment Solutions, Inc.
N/A—160-160-100%$5.2K———
HHM Wealth Advisors, LLC
N/A—57-57-100%$1.9K———
Sankala Group LLC
N/A—8-8-100%$285———
Showing 218 of 218 institutions