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Ishares Msci Global Silver A (SLVP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
180 Wealth Advisors, LLC
INCREASED
Shares527,352 from 524,854
Change+2,498 (+0%)
Value$18.4M (+$2.3M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares218,293 from 187,217
Change+31,076 (+17%)
Value$7.6M (+$1.9M)
Filed 2026-11-02
Systelligence, LLC
DECREASED
Shares146,700 from 227,328
Change-80,628 (-35%)
Value$6.7M (-$283.8K)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares139,163 from 136,768
Change+2,395 (+2%)
Value$4.9M (+$727.9K)
Filed 2026-11-02
Imc-Chicago, LLC
INCREASED
Shares70,649 from 46,154
Change+24,495 (+53%)
Value$2.5M (+$1.0M)
Filed 2026-11-05
Capital Wealth Alliance, LLC
DECREASED
Shares69,040 from 69,871
Change-831 (-1%)
Value$2.4M (+$260.2K)
Filed 2026-10-20
Turning Point Benefit Group, Inc.
DECREASED
Shares64,103 from 65,065
Change-962 (-1%)
Value$2.2M (+$224.9K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED
Shares58,996 from 60,213
Change-1,217 (-2%)
Value$2.0M (+$179.7K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares57,999 from 56,411
Change+1,588 (+3%)
Value$2.0M (+$289.1K)
Filed 2026-11-03
Congress Asset Management Co
NEW
Shares38,732
Change+38,732
Value$38.7K
Filed 2026-10-06
FIG Financial Advisory Services Inc
NEW
Shares36,206
Change+36,206
Value$1.3M
Filed 2026-10-07
Founders Financial Securities LLC
DECREASED
Shares26,479 from 26,519
Change-40 (0%)
Value$926.0K (+$108.4K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
NEW
Shares20,610
Change+20,610
Value$718.3K
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares18,246 from 19,554
Change-1,308 (-7%)
Value$638.1K (+$35.2K)
Filed 2026-10-30
SFG Wealth Management, Llc.
UNCHANGED
Shares15,812 from 15,812
Change0 (0%)
Value$553.0K (+$65.5K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
NEW
Shares12,273
Change+12,273
Value$429.2K
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares11,872 from 11,372
Change+500 (+4%)
Value$415.2K (+$64.6K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares11,431 from 11,431
Change0 (0%)
Value$352.4K ($0)
Filed 2026-10-26
Compound Planning, Inc.
NEW
Shares11,040
Change+11,040
Value$386.1K
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares11,010 from 33,201
Change-22,191 (-67%)
Value$385.0K (-$638.6K)
Filed 2026-11-03
Baldwin Wealth Partners LLC
UNCHANGED
Shares10,610 from 10,610
Change0 (0%)
Value$371.0K (+$43.9K)
Filed 2026-10-13
TigerOak Management, L.L.C.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$314.7K (+$37.3K)
Filed 2026-10-23
GK Wealth Management LLC
DECREASED
Shares8,674 from 11,801
Change-3,127 (-26%)
Value$303.3K (-$60.5K)
Filed 2026-10-09
Creative Planning
INCREASED
Shares7,984 from 7,880
Change+104 (+1%)
Value$279.2K (+$36.3K)
Filed 2026-11-02
Avalon Capital Management
DECREASED
Shares7,132 from 10,943
Change-3,811 (-35%)
Value$249.4K (-$88.0K)
Filed 2026-11-04
Compass Financial Management LLC
NEW
Shares6,921
Change+6,921
Value$242.0K
Filed 2026-10-30
Visionary Wealth Advisors
NEW
Shares6,205
Change+6,205
Value$217.0K
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares5,910 from 8,820
Change-2,910 (-33%)
Value$206.7K (-$65.3K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares5,603 from 5,441
Change+162 (+3%)
Value$195.9K (+$28.2K)
Filed 2026-11-04
Creative Financial Designs Inc
NEW
Shares5,257
Change+5,257
Value$183.8K
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares3,827 from 17,392
Change-13,565 (-78%)
Value$133.8K (-$402.4K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares3,308 from 3,308
Change0 (0%)
Value$115.7K (+$13.4K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$104.6K (+$12.1K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares1,704 from 510
Change+1,194 (+234%)
Value$59.6K (+$43.9K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,535 from 3,156
Change-1,621 (-51%)
Value$53.7K (-$43.6K)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$39.3K (+$4.7K)
Filed 2026-10-20
Main Street Group, LTD
DECREASED
Shares1,030 from 1,040
Change-10 (-1%)
Value$36.0K (+$4.0K)
Filed 2026-10-28
Spire Wealth Management
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$35.1K (+$4.2K)
Filed 2026-10-30
Bangor Savings Bank
INCREASED
Shares880 from 460
Change+420 (+91%)
Value$30.8K (+$16.6K)
Filed 2026-10-06
Financial Consulate, Inc
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$30.7K (+$3.6K)
Filed 2026-10-23
First Horizon Corp
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$27.5K (+$3.3K)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares712 from 782
Change-70 (-9%)
Value$24.9K (+$790)
Filed 2026-10-16
Accordant Advisory Group Inc
DECREASED
Shares592 from 619
Change-27 (-4%)
Value$20.7K (+$1.6K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$11.6K (+$1.4K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.5K (+$1.2K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares253 from 305
Change-52 (-17%)
Value$8.9K (-$555)
Filed 2026-10-08
Reap Financial Group, LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$8.5K (+$1.0K)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$7.0K (+$831)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$5.2K (+$617)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares109
Change+109
Value$3.8K
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares74
Change+74
Value$2.6K
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.2K (+$261)
Filed 2026-10-28
MH & Associates Securities Management Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.7K (+$207)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$664 (+$78)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares14 from 400
Change-386 (-96%)
Value$487 (-$11.8K)
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$245 (+$29)
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$141 (+$17)
Filed 2026-10-23
Belvedere Trading LLC
CLOSED
Shares0 from 36,929
Change-36,929 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 7,351
Change-7,351 (-100%)
Value$0 (-$226.6K)
Filed 2026-10-27
Discipline Wealth Solutions, LLC
CLOSED
Shares0 from 6,805
Change-6,805 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-14
HBW Advisory Services LLC
CLOSED
Shares0 from 4,874
Change-4,874 (-100%)
Value$0 (-$150.3K)
Filed 2026-10-15
Islay Capital Management, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$678)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1)
Filed 2026-10-14
Farther Finance Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$31)
Filed 2026-10-08
Morgan Stanley
N/A
Shares— from 532,323
Change-532,323 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 493,335
Change-493,335 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 351,499
Change-351,499 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 184,102
Change-184,102 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 176,684
Change-176,684 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 123,308
Change-123,308 (-100%)
Value—
UBS Group AG
N/A
Shares— from 115,788
Change-115,788 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 108,027
Change-108,027 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 103,755
Change-103,755 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 97,628
Change-97,628 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 90,419
Change-90,419 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 72,297
Change-72,297 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,728
Change-65,728 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 64,150
Change-64,150 (-100%)
Value—
Lane Generational LLC
N/A
Shares— from 57,167
Change-57,167 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,815
Change-49,815 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 46,048
Change-46,048 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 43,992
Change-43,992 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 39,657
Change-39,657 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 37,512
Change-37,512 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 37,048
Change-37,048 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 33,262
Change-33,262 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 32,972
Change-32,972 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,879
Change-28,879 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 28,642
Change-28,642 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,878
Change-26,878 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 26,400
Change-26,400 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 21,790
Change-21,790 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 17,925
Change-17,925 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 17,579
Change-17,579 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,787
Change-12,787 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,790
Change-10,790 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Allianz SE
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,212
Change-7,212 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 488
Change-488 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 430
Change-430 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 306
Change-306 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 108
Change-108 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 108
Change-108 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
180 Wealth Advisors, LLC
INCREASED527,352524,854+2,498+0%$16.2M$18.4M+$2.3M2026-11-03
Commonwealth Equity Services, LLC
INCREASED218,293187,217+31,076+17%$5.8M$7.6M+$1.9M2026-11-02
Systelligence, LLC
DECREASED146,700227,328-80,628-35%$7.0M$6.7M-$283.8K2026-11-05
Asset One Wealth Management LLC
INCREASED139,163136,768+2,395+2%$4.1M$4.9M+$727.9K2026-11-02
Imc-Chicago, LLC
INCREASED70,64946,154+24,495+53%$1.4M$2.5M+$1.0M2026-11-05
Capital Wealth Alliance, LLC
DECREASED69,04069,871-831-1%$2.2M$2.4M+$260.2K2026-10-20
Turning Point Benefit Group, Inc.
DECREASED64,10365,065-962-1%$2.0M$2.2M+$224.9K2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED58,99660,213-1,217-2%$1.9M$2.0M+$179.7K2026-11-02
RFG Advisory, LLC
INCREASED57,99956,411+1,588+3%$1.7M$2.0M+$289.1K2026-11-03
Congress Asset Management Co
NEW38,732—+38,732——$38.7K—2026-10-06
FIG Financial Advisory Services Inc
NEW36,206—+36,206——$1.3M—2026-10-07
Founders Financial Securities LLC
DECREASED26,47926,519-400%$817.6K$926.0K+$108.4K2026-10-28
Allspring Global Investments Holdings, LLC
NEW20,610—+20,610——$718.3K—2026-11-04
Truist Financial Corp
DECREASED18,24619,554-1,308-7%$602.8K$638.1K+$35.2K2026-10-30
SFG Wealth Management, Llc.
UNCHANGED15,81215,81200%$487.5K$553.0K+$65.5K2026-10-23
Kestra Private Wealth Services, LLC
NEW12,273—+12,273——$429.2K—2026-10-30
US Bancorp \de\
INCREASED11,87211,372+500+4%$350.6K$415.2K+$64.6K2026-11-05
PKS Advisory Services, LLC
UNCHANGED11,43111,43100%$352.4K$352.4K$02026-10-26
Compound Planning, Inc.
NEW11,040—+11,040——$386.1K—2026-11-05
StoneX Group Inc.
DECREASED11,01033,201-22,191-67%$1.0M$385.0K-$638.6K2026-11-03
Baldwin Wealth Partners LLC
UNCHANGED10,61010,61000%$327.1K$371.0K+$43.9K2026-10-13
TigerOak Management, L.L.C.
UNCHANGED9,0009,00000%$277.5K$314.7K+$37.3K2026-10-23
GK Wealth Management LLC
DECREASED8,67411,801-3,127-26%$363.8K$303.3K-$60.5K2026-10-09
Creative Planning
INCREASED7,9847,880+104+1%$242.9K$279.2K+$36.3K2026-11-02
Avalon Capital Management
DECREASED7,13210,943-3,811-35%$337.4K$249.4K-$88.0K2026-11-04
Compass Financial Management LLC
NEW6,921—+6,921——$242.0K—2026-10-30
Visionary Wealth Advisors
NEW6,205—+6,205——$217.0K—2026-11-04
Kestra Advisory Services, LLC
DECREASED5,9108,820-2,910-33%$271.9K$206.7K-$65.3K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED5,6035,441+162+3%$167.7K$195.9K+$28.2K2026-11-04
Creative Financial Designs Inc
NEW5,257—+5,257——$183.8K—2026-11-04
Simplex Trading, LLC
DECREASED3,82717,392-13,565-78%$536.2K$133.8K-$402.4K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED3,3083,30800%$102.3K$115.7K+$13.4K2026-10-29
TD Waterhouse Canada Inc.
UNCHANGED3,0003,00000%$92.5K$104.6K+$12.1K2026-10-16
Larson Financial Group LLC
INCREASED1,704510+1,194+234%$15.7K$59.6K+$43.9K2026-11-05
Fifth Third Bancorp
DECREASED1,5353,156-1,621-51%$97.3K$53.7K-$43.6K2026-11-05
City State Bank
UNCHANGED1,1251,12500%$34.7K$39.3K+$4.7K2026-10-20
Main Street Group, LTD
DECREASED1,0301,040-10-1%$32.1K$36.0K+$4.0K2026-10-28
Spire Wealth Management
UNCHANGED1,0041,00400%$30.9K$35.1K+$4.2K2026-10-30
Bangor Savings Bank
INCREASED880460+420+91%$14.2K$30.8K+$16.6K2026-10-06
Financial Consulate, Inc
UNCHANGED87787700%$27.0K$30.7K+$3.6K2026-10-23
First Horizon Corp
UNCHANGED78778700%$24.3K$27.5K+$3.3K2026-10-26
IFP Advisors, Inc
DECREASED712782-70-9%$24.1K$24.9K+$7902026-10-16
Accordant Advisory Group Inc
DECREASED592619-27-4%$19.1K$20.7K+$1.6K2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED33333300%$10.3K$11.6K+$1.4K2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED30030000%$9.2K$10.5K+$1.2K2026-11-03
CoreCap Advisors, LLC
DECREASED253305-52-17%$9.4K$8.9K-$5552026-10-08
Reap Financial Group, LLC
UNCHANGED24424400%$7.5K$8.5K+$1.0K2026-11-02
Signaturefd, LLC
UNCHANGED20120100%$6.2K$7.0K+$8312026-10-23
Private Trust Co NA
UNCHANGED14914900%$4.6K$5.2K+$6172026-10-20
Jacobi Capital Management LLC
NEW109—+109——$3.8K—2026-11-05
Meriwether Wealth & Planning, LLC
NEW74—+74——$2.6K—2026-10-13
Evolution Wealth Management Inc.
UNCHANGED636300%$1.9K$2.2K+$2612026-10-28
MH & Associates Securities Management Corp
UNCHANGED505000%$1.5K$1.7K+$2072026-10-30
Parallel Advisors, LLC
UNCHANGED191900%$586$664+$782026-11-03
Blue Trust, Inc.
DECREASED14400-386-96%$12.3K$487-$11.8K2026-10-15
AlphaCore Capital LLC
UNCHANGED7700%$216$245+$292026-11-04
Valley National Advisers Inc
UNCHANGED4400%$124$141+$172026-10-23
Belvedere Trading LLC
CLOSED036,929-36,929-100%$1.1M$0-$1.1M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED07,351-7,351-100%$226.6K$0-$226.6K2026-10-27
Discipline Wealth Solutions, LLC
CLOSED06,805-6,805-100%$209.8K$0-$209.8K2026-10-14
HBW Advisory Services LLC
CLOSED04,874-4,874-100%$150.3K$0-$150.3K2026-10-15
Islay Capital Management, LLC
CLOSED0250-250-100%$7.7K$0-$7.7K2026-10-20
Stone House Investment Management, LLC
CLOSED022-22-100%$678$0-$6782026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED017-17-100%$1$0-$12026-10-14
Farther Finance Advisors, LLC
CLOSED01-1-100%$31$0-$312026-10-08
Morgan Stanley
N/A—532,323-532,323-100%$16.4M———
LPL Financial LLC
N/A—493,335-493,335-100%$15.2M———
Fielder Capital Group LLC
N/A—351,499-351,499-100%$10.8M———
United Capital Financial Advisors, LLC
N/A—184,102-184,102-100%$5.7M———
Ameriprise Financial Inc
N/A—176,684-176,684-100%$5.5M———
Bank of America Corp
N/A—123,308-123,308-100%$3.8M———
UBS Group AG
N/A—115,788-115,788-100%$3.6M———
GTS Securities LLC
N/A—108,027-108,027-100%$3.3M———
Jane Street Group, LLC
N/A—103,755-103,755-100%$3.2M———
Wealthfront Advisers LLC
N/A—97,628-97,628-100%$3.0M———
Kovack Advisors, Inc.
N/A—90,419-90,419-100%$2.8M———
Osaic Holdings, Inc.
N/A—72,297-72,297-100%$2.2M———
Johnson Investment Counsel Inc
N/A—70,000-70,000-100%$2.2M———
Raymond James Financial Inc
N/A—65,728-65,728-100%$2.0M———
Susquehanna International Group, LLP
N/A—64,150-64,150-100%$2.0M———
Lane Generational LLC
N/A—57,167-57,167-100%$1.8M———
Envestnet Asset Management Inc
N/A—49,815-49,815-100%$1.5M———
Cetera Investment Advisers
N/A—46,048-46,048-100%$1.4M———
Northwestern Mutual Wealth Management Co
N/A—43,992-43,992-100%$1.4M———
Royal Bank of Canada
N/A—39,657-39,657-100%$1.2M———
MAI Capital Management
N/A—37,512-37,512-100%$1.2M———
HighTower Advisors, LLC
N/A—37,048-37,048-100%$1.1M———
Mountain Capital Investment Advisors Inc.
N/A—33,262-33,262-100%$1.0M———
D. E. Shaw & Co., Inc.
N/A—32,972-32,972-100%$1.0M———
MML Investors Services, LLC
N/A—28,879-28,879-100%$890.3K———
Stifel Financial Corp
N/A—28,642-28,642-100%$883.0K———
Advisory Services Network, LLC
N/A—26,878-26,878-100%$828.6K———
Summit Financial, LLC
N/A—26,400-26,400-100%$813.9K———
Portfolio Strategies, Inc.
N/A—21,790-21,790-100%$671.8K———
Entruity Wealth, LLC
N/A—17,925-17,925-100%$552.6K———
Qube Research & Technologies Ltd
N/A—17,579-17,579-100%$542.0K———
LaSalle St. Investment Advisors, LLC
N/A—12,787-12,787-100%$394.2K———
Two Sigma Securities, LLC
N/A—10,790-10,790-100%$332.7K———
PNC Financial Services Group, Inc.
N/A—10,000-10,000-100%$308.3K———
Allianz SE
N/A—9,828-9,828-100%$303.0K———
Advyzon Investment Management, LLC
N/A—9,588-9,588-100%$295.6K———
CIBC World Market Inc.
N/A—9,400-9,400-100%$289.8K———
OneAscent Family Office, LLC
N/A—8,700-8,700-100%$268.2K———
AQR Capital Management LLC
N/A—8,700-8,700-100%$268.2K———
Perennial Investment Advisors, LLC
N/A—8,020-8,020-100%$247.3K———
Up Capital Management, Inc.
N/A—7,552-7,552-100%$232.8K———
Private Advisor Group, LLC
N/A—7,212-7,212-100%$222.3K———
JTC Employer Solutions Trustee Ltd
N/A—5,450-5,450-100%$168.0K———
Harbour Investments, Inc.
N/A—5,359-5,359-100%$165.2K———
EFG International AG
N/A—5,175-5,175-100%$159.5K———
Bank of Montreal
N/A—4,347-4,347-100%$134.0K———
Aptus Capital Advisors, LLC
N/A—3,491-3,491-100%$107.6K———
FMR LLC
N/A—2,762-2,762-100%$85.1K———
Group One Trading LLC
N/A—2,210-2,210-100%$68.1K———
Blair William & Co
N/A—2,000-2,000-100%$61.7K———
Global Retirement Partners, LLC
N/A—2,000-2,000-100%$61.7K———
Bartlett & Co. Wealth Management LLC
N/A—1,400-1,400-100%$43.2K———
AE Wealth Management LLC
N/A—1,311-1,311-100%$40.4K———
Whittier Trust Co
N/A—1,259-1,259-100%$40.6K———
Dunhill Financial, LLC
N/A—1,200-1,200-100%$37.0K———
HighMark Wealth Management LLC
N/A—905-905-100%$27.9K———
NewEdge Advisors, LLC
N/A—800-800-100%$24.7K———
Steward Partners Investment Advisory, LLC
N/A—510-510-100%$15.7K———
JPMorgan Chase & Co
N/A—488-488-100%$15.1K———
IFG Advisory, LLC
N/A—448-448-100%$13.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—430-430-100%$13.3K———
Cbiz Investment Advisory Services, LLC
N/A—318-318-100%$11.3K———
Wells Fargo & Company
N/A—306-306-100%$9.4K———
Lazard Asset Management LLC
N/A—214-214-100%$6.6K———
Highland Investment Advisors LLC
N/A—152-152-100%$4.7K———
Tower Research Capital LLC (TRC)
N/A—108-108-100%$3.3K———
Fiduciary Financial Advisors
N/A—108-108-100%$3.3K———
Kiker Wealth Management, LLC
N/A—20-20-100%$617———
BFC Planning, Inc.
N/A—2-2-100%$62———
Showing 134 of 134 institutions