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Ishares Msci World ETF (URTH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares538,739 from 526,498
Change+12,241 (+2%)
Value$111.1M (+$4.4M)
Filed 2026-10-20
LTS Liquid Investments LLC
INCREASED
Shares383,650 from 253,710
Change+129,940 (+51%)
Value$79.1M (+$27.7M)
Filed 2026-10-23
Compagnie Lombard Odier SCmA
INCREASED
Shares345,459 from 337,316
Change+8,143 (+2%)
Value$71.2M (+$2.9M)
Filed 2026-11-04
Obermeyer Wealth Partners
DECREASED
Shares297,300 from 326,282
Change-28,982 (-9%)
Value$61.3M (-$4.8M)
Filed 2026-10-21
Evensky & Katz LLC
DECREASED
Shares289,036 from 289,110
Change-74 (0%)
Value$59.6M (+$1.0M)
Filed 2026-10-27
Barings LLC
DECREASED
Shares216,973 from 251,883
Change-34,910 (-14%)
Value$44.7M (-$6.3M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares174,400 from 115,823
Change+58,577 (+51%)
Value$36.0M (+$12.5M)
Filed 2026-11-03
Keystone Global Partners, LLC
INCREASED
Shares162,406 from 70,495
Change+91,911 (+130%)
Value$33.5M (+$19.2M)
Filed 2026-10-13
P/E Global LLC
INCREASED
Shares157,574 from 146,536
Change+11,038 (+8%)
Value$32.5M (+$2.8M)
Filed 2026-10-29
Pictet North America Advisors SA
DECREASED
Shares128,256 from 173,508
Change-45,252 (-26%)
Value$26.5M (-$8.7M)
Filed 2026-10-21
GAM Holding AG
DECREASED
Shares127,775 from 134,058
Change-6,283 (-5%)
Value$26.4M (-$814.5K)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares112,537 from 112,562
Change-25 (0%)
Value$23.2M (+$398.9K)
Filed 2026-10-26
Mtco Ltd.
NEW
Shares110,601
Change+110,601
Value$22.8M
Filed 2026-10-08
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares109,099 from 106,697
Change+2,402 (+2%)
Value$22.5M (+$878.3K)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares99,691 from 97,846
Change+1,845 (+2%)
Value$20.6M (+$731.8K)
Filed 2026-10-28
Principal Financial Group Inc
INCREASED
Shares90,903 from 31,959
Change+58,944 (+184%)
Value$18.7M (+$12.3M)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares77,469 from 68,704
Change+8,765 (+13%)
Value$16.0M (+$2.1M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares63,145 from 69,147
Change-6,002 (-9%)
Value$13.0M (-$925.2K)
Filed 2026-10-29
Fulcrum Equity Management
UNCHANGED
Shares46,192 from 46,192
Change0 (0%)
Value$9.5M (+$165.8K)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares44,796 from 42,945
Change+1,851 (+4%)
Value$9.2M (+$535.8K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares35,885 from 36,763
Change-878 (-2%)
Value$7.4M (+$2.4K)
Filed 2026-10-13
Banque Pictet & CIE SA
INCREASED
Shares31,527 from 31,223
Change+304 (+1%)
Value$6.5M (+$174.8K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares25,475 from 26,096
Change-621 (-2%)
Value$5.2M (-$25.6K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares23,697 from 24,461
Change-764 (-3%)
Value$4.9M (-$69.8K)
Filed 2026-11-02
PKO Investment Management Joint-Stock Co
DECREASED
Shares20,800 from 24,800
Change-4,000 (-16%)
Value$4.3M (-$735.9K)
Filed 2026-10-19
Beam Wealth Advisors, Inc.
DECREASED
Shares20,009 from 20,925
Change-916 (-4%)
Value$4.1M (-$113.8K)
Filed 2026-11-03
Lavelle Capital LP
DECREASED
Shares19,507 from 25,688
Change-6,181 (-24%)
Value$4.0M (-$1.2M)
Filed 2026-11-03
WBH Advisory Inc
DECREASED
Shares17,787 from 18,059
Change-272 (-2%)
Value$3.7M (+$8.7K)
Filed 2026-11-05
Avestar Capital, LLC
UNCHANGED
Shares17,137 from 17,137
Change0 (0%)
Value$3.5M (+$61.5K)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
INCREASED
Shares16,392 from 6,502
Change+9,890 (+152%)
Value$3.2M (+$2.1M)
Filed 2026-11-04
Fifth Third Securities, Inc.
DECREASED
Shares16,222 from 16,497
Change-275 (-2%)
Value$3.3M (+$2.5K)
Filed 2026-10-21
Hyposwiss Advisors SA
INCREASED
Shares15,230 from 15,115
Change+115 (+1%)
Value$3.1M (+$78.0K)
Filed 2026-10-26
Parallel Advisors, LLC
NEW
Shares14,487
Change+14,487
Value$3.0M
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,823 from 16,603
Change-2,780 (-17%)
Value$2.9M (-$513.0K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares13,450 from 10,284
Change+3,166 (+31%)
Value$2.8M (+$689.8K)
Filed 2026-10-16
Asset Advisory Group, Inc.
DECREASED
Shares12,298 from 13,435
Change-1,137 (-8%)
Value$2.5M (-$186.3K)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares12,203 from 12,805
Change-602 (-5%)
Value$2.5M (-$78.2K)
Filed 2026-10-28
Focused Alpha, LLC
UNCHANGED
Shares11,416 from 11,416
Change0 (0%)
Value$2.4M (+$41.0K)
Filed 2026-10-20
Meitav Investment House LTD
INCREASED
Shares11,224 from 6,257
Change+4,967 (+79%)
Value$2.3M (+$1.0M)
Filed 2026-10-28
Dara Capital US, Inc.
UNCHANGED
Shares10,400 from 10,400
Change0 (0%)
Value$2.1M (+$37.3K)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares8,794 from 8,878
Change-84 (-1%)
Value$1.8M (+$14.6K)
Filed 2026-10-22
Retirement Planning Group, LLC
UNCHANGED
Shares7,189 from 7,189
Change0 (0%)
Value$1.5M (+$25.8K)
Filed 2026-10-19
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares7,009 from 7,337
Change-328 (-4%)
Value$1.4M (-$41.3K)
Filed 2026-10-23
Cidel Asset Management Inc
INCREASED
Shares6,351 from 6,283
Change+68 (+1%)
Value$1.3M (+$36.6K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares5,265 from 5,279
Change-14 (0%)
Value$1.1M (+$16.1K)
Filed 2026-10-13
Platform Technology Partners
NEW
Shares5,261
Change+5,261
Value$1.1M
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares5,177 from 4,795
Change+382 (+8%)
Value$1.1M (+$96.0K)
Filed 2026-10-30
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$1.1M (+$18.3K)
Filed 2026-11-02
Strategic Blueprint, LLC
UNCHANGED
Shares4,080 from 4,080
Change0 (0%)
Value$841.4K (+$14.6K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED
Shares4,068 from 4,068
Change0 (0%)
Value$838.9K (+$14.6K)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares3,848 from 4,493
Change-645 (-14%)
Value$794.0K (-$116.0K)
Filed 2026-10-26
CX Institutional
DECREASED
Shares3,822 from 4,040
Change-218 (-5%)
Value$788 (-$31)
Filed 2026-10-02
Integrity Wealth Partners, LLC
NEW
Shares3,650
Change+3,650
Value$752.7K
Filed 2026-10-14
Sagespring Wealth Partners, LLC
INCREASED
Shares3,559 from 3,286
Change+273 (+8%)
Value$734.0K (+$68.2K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,538 from 1,771
Change+1,767 (+100%)
Value$735.5K (+$373.0K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares3,321 from 3,321
Change0 (0%)
Value$684.8K (+$11.9K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares3,103 from 1,672
Change+1,431 (+86%)
Value$639.9K (+$301.1K)
Filed 2026-10-30
Keybank National Association
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$629.0K (+$11.0K)
Filed 2026-11-04
Arlington Financial Advisors, LLC
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$613.5K (+$10.7K)
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares2,911 from 1,176
Change+1,735 (+148%)
Value$600.4K (+$362.0K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$554.1K (+$12.3K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares2,641 from 2,778
Change-137 (-5%)
Value$544.7K (-$18.3K)
Filed 2026-10-15
Perigon Wealth Management, LLC
UNCHANGED
Shares2,565 from 2,565
Change0 (0%)
Value$529.1K (+$9.2K)
Filed 2026-10-22
StoneX Group Inc.
UNCHANGED
Shares2,272 from 2,272
Change0 (0%)
Value$468.6K (+$8.2K)
Filed 2026-11-03
Arbor Investment Advisors, LLC
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$442.3K (+$7.7K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
NEW
Shares2,080
Change+2,080
Value$429.0K
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares2,070 from 4,740
Change-2,670 (-56%)
Value$426.9K (-$533.6K)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$426.9K (+$7.4K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares2,066 from 1,267
Change+799 (+63%)
Value$426.1K (+$169.3K)
Filed 2026-10-28
Advocate Investing Services LLC
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$404.2K (+$7.0K)
Filed 2026-10-26
SYM Financial Corp
INCREASED
Shares1,958 from 1,778
Change+180 (+10%)
Value$403.8K (+$43.5K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares1,881 from 1,736
Change+145 (+8%)
Value$391.2K (+$40.9K)
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
INCREASED
Shares1,853 from 1,847
Change+6 (+0%)
Value$382.1K (+$7.9K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,831 from 1,876
Change-45 (-2%)
Value$377.7K (-$2.5K)
Filed 2026-10-27
BFI Infinity Ltd.
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$370.0K (+$7.2K)
Filed 2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED
Shares1,754 from 1,754
Change0 (0%)
Value$355.4K ($0)
Filed 2026-10-13
Elevated Private Wealth, LLC
INCREASED
Shares1,693 from 1,553
Change+140 (+9%)
Value$349.2K (+$34.4K)
Filed 2026-10-15
International Assets Investment Management, LLC
DECREASED
Shares1,680 from 2,320
Change-640 (-28%)
Value$345.8K (-$123.0K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares1,627 from 1,590
Change+37 (+2%)
Value$335.6K (+$13.3K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
UNCHANGED
Shares1,614 from 1,614
Change0 (0%)
Value$332.9K (+$6.7K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
INCREASED
Shares1,588 from 982
Change+606 (+62%)
Value$327.5K (+$128.5K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares1,569 from 2,179
Change-610 (-28%)
Value$323.6K (-$118.0K)
Filed 2026-10-08
IFS Advisors, LLC
NEW
Shares1,550
Change+1,550
Value$319.7K
Filed 2026-10-14
Montaka Global Pty Ltd
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$319.2K (+$5.6K)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares1,500 from 1,766
Change-266 (-15%)
Value$309.3K (-$48.5K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$309.3K (+$5.4K)
Filed 2026-10-20
Paulson Wealth Management Inc.
INCREASED
Shares1,451 from 1,335
Change+116 (+9%)
Value$299.2K (+$28.7K)
Filed 2026-11-02
J.Safra Asset Management Corp
UNCHANGED
Shares1,274 from 1,274
Change0 (0%)
Value$262.7K (+$4.6K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED
Shares1,265 from 1,427
Change-162 (-11%)
Value$260.8K (-$28.4K)
Filed 2026-10-13
Kestra Advisory Services, LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$255.2K (+$4.4K)
Filed 2026-11-02
Creative Planning
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$235.7K (+$4.1K)
Filed 2026-11-02
Compass Ion Advisors, LLC
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$228.8K (+$4.0K)
Filed 2026-10-23
Holos Integrated Wealth LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$228.6K (+$3.9K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$210.6K (+$3.7K)
Filed 2026-10-27
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares1,013 from 1,436
Change-423 (-29%)
Value$208.9K (-$82.1K)
Filed 2026-10-26
Bank Pictet & Cie (Europe) AG
NEW
Shares991
Change+991
Value$204.4K
Filed 2026-10-20
Brown Shipley& Co Ltd
INCREASED
Shares808 from 390
Change+418 (+107%)
Value$166.6K (+$87.6K)
Filed 2026-10-09
Asset Dedication, LLC
NEW
Shares525
Change+525
Value$108.3K
Filed 2026-11-03
Guardian Partners Inc.
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$100.4K (+$1.7K)
Filed 2026-10-21
Intesa Sanpaolo Wealth Management
DECREASED
Shares415 from 860
Change-445 (-52%)
Value$85.6K (-$88.7K)
Filed 2026-10-28
AlphaCore Capital LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$69.9K (+$1.2K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$62.7K (+$1.1K)
Filed 2026-10-22
TrinityBridge Ltd
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$62.0K (+$1.0K)
Filed 2026-10-30
Activest Wealth Management
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$59.5K (+$1.0K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares263 from 238
Change+25 (+11%)
Value$54.2K (+$6.0K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares244 from 194
Change+50 (+26%)
Value$50.3K (+$11.0K)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$35.0K (+$610)
Filed 2026-11-05
Y.D. More Investments Ltd
DECREASED
Shares130 from 215
Change-85 (-40%)
Value$26.8K (-$16.8K)
Filed 2026-11-02
Gen-Wealth Partners Inc
DECREASED
Shares127 from 617
Change-490 (-79%)
Value$26.2K (-$98.8K)
Filed 2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$23.9K (+$417)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
DECREASED
Shares107 from 108
Change-1 (-1%)
Value$22.2K (+$386)
Filed 2026-10-27
Paladin Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.6K (+$359)
Filed 2026-10-06
Signaturefd, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$15.3K (+$266)
Filed 2026-10-23
Financial Management Professionals, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$12.8K (+$222)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$12.4K (+$216)
Filed 2026-11-02
Investors Research Corp
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$11.5K (+$201)
Filed 2026-10-07
Provenance Wealth Advisors, LLC
NEW
Shares30
Change+30
Value$6.2K
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.3K (+$76)
Filed 2026-10-16
Creative Capital Management Investments LLC
NEW
Shares9
Change+9
Value$1.9K
Filed 2026-10-28
EverSource Wealth Advisors, LLC
DECREASED
Shares3 from 6
Change-3 (-50%)
Value$619 (-$597)
Filed 2026-11-04
Rakuten Investment Management, Inc.
NEW
Shares1
Change+1
Value$206
Filed 2026-10-30
Thrivent Financial for Lutherans
CLOSED
Shares0 from 42,419
Change-42,419 (-100%)
Value$0 (-$8.6M)
Filed 2026-11-05
Atria Investments, Inc
CLOSED
Shares0 from 1,668
Change-1,668 (-100%)
Value$0 (-$338.0K)
Filed 2026-10-15
BCS Wealth Management
CLOSED
Shares0 from 1,424
Change-1,424 (-100%)
Value$0 (-$288.6K)
Filed 2026-11-03
Simplex Trading, LLC
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$190.1K)
Filed 2026-11-04
Tsfg, LLC
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$82.0K)
Filed 2026-10-23
Belvedere Trading LLC
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$47.4K)
Filed 2026-11-05
Kingdom Financial Group Llc.
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$9.9K)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-23
Royal Bank of Canada
N/A
Shares— from 2,179,116
Change-2,179,116 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 1,357,858
Change-1,357,858 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 894,655
Change-894,655 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 731,580
Change-731,580 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 522,390
Change-522,390 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 516,523
Change-516,523 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 421,737
Change-421,737 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 403,374
Change-403,374 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 329,307
Change-329,307 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 261,744
Change-261,744 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 250,148
Change-250,148 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 243,136
Change-243,136 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 233,752
Change-233,752 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 206,107
Change-206,107 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 186,550
Change-186,550 (-100%)
Value—
Prudential PLC
N/A
Shares— from 181,912
Change-181,912 (-100%)
Value—
UBS Group AG
N/A
Shares— from 169,197
Change-169,197 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 165,382
Change-165,382 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 121,340
Change-121,340 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 110,226
Change-110,226 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 109,386
Change-109,386 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 100,933
Change-100,933 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 98,728
Change-98,728 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 77,004
Change-77,004 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 70,643
Change-70,643 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 68,996
Change-68,996 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 64,058
Change-64,058 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 62,450
Change-62,450 (-100%)
Value—
Inherent Management Corp.
N/A
Shares— from 60,650
Change-60,650 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 57,341
Change-57,341 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 52,848
Change-52,848 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 49,280
Change-49,280 (-100%)
Value—
FMR LLC
N/A
Shares— from 42,307
Change-42,307 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 39,490
Change-39,490 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 34,945
Change-34,945 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,922
Change-34,922 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,694
Change-33,694 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 33,684
Change-33,684 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 33,660
Change-33,660 (-100%)
Value—
Barclays PLC
N/A
Shares— from 32,730
Change-32,730 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 29,109
Change-29,109 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,903
Change-28,903 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Mount Capital Ltd
N/A
Shares— from 23,725
Change-23,725 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 21,132
Change-21,132 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 19,918
Change-19,918 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 18,935
Change-18,935 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 17,764
Change-17,764 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 17,288
Change-17,288 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,963
Change-16,963 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 15,117
Change-15,117 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 14,586
Change-14,586 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 13,511
Change-13,511 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 11,702
Change-11,702 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 9,664
Change-9,664 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
State Street Corp
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,386
Change-8,386 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,541
Change-6,541 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 6,120
Change-6,120 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 5,563
Change-5,563 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Schusterman Interests, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
&partners
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Amundi
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 879
Change-879 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 878
Change-878 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 614
Change-614 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 580
Change-580 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 440
Change-440 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 389
Change-389 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 298
Change-298 (-100%)
Value—
EFG International AG
N/A
Shares— from 247
Change-247 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 26
Change-26 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED538,739526,498+12,241+2%$106.7M$111.1M+$4.4M2026-10-20
LTS Liquid Investments LLC
INCREASED383,650253,710+129,940+51%$51.4M$79.1M+$27.7M2026-10-23
Compagnie Lombard Odier SCmA
INCREASED345,459337,316+8,143+2%$68.4M$71.2M+$2.9M2026-11-04
Obermeyer Wealth Partners
DECREASED297,300326,282-28,982-9%$66.1M$61.3M-$4.8M2026-10-21
Evensky & Katz LLC
DECREASED289,036289,110-740%$58.6M$59.6M+$1.0M2026-10-27
Barings LLC
DECREASED216,973251,883-34,910-14%$51.0M$44.7M-$6.3M2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED174,400115,823+58,577+51%$23.5M$36.0M+$12.5M2026-11-03
Keystone Global Partners, LLC
INCREASED162,40670,495+91,911+130%$14.3M$33.5M+$19.2M2026-10-13
P/E Global LLC
INCREASED157,574146,536+11,038+8%$29.7M$32.5M+$2.8M2026-10-29
Pictet North America Advisors SA
DECREASED128,256173,508-45,252-26%$35.2M$26.5M-$8.7M2026-10-21
GAM Holding AG
DECREASED127,775134,058-6,283-5%$27.2M$26.4M-$814.5K2026-11-03
Angeles Wealth Management, LLC
DECREASED112,537112,562-250%$22.8M$23.2M+$398.9K2026-10-26
Mtco Ltd.
NEW110,601—+110,601——$22.8M—2026-10-08
Gerber Kawasaki Wealth & Investment Management
INCREASED109,099106,697+2,402+2%$21.6M$22.5M+$878.3K2026-10-29
MGO One Seven LLC
INCREASED99,69197,846+1,845+2%$19.8M$20.6M+$731.8K2026-10-28
Principal Financial Group Inc
INCREASED90,90331,959+58,944+184%$6.5M$18.7M+$12.3M2026-11-02
MacKenzie Financial Corp
INCREASED77,46968,704+8,765+13%$13.9M$16.0M+$2.1M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED63,14569,147-6,002-9%$14.0M$13.0M-$925.2K2026-10-29
Fulcrum Equity Management
UNCHANGED46,19246,19200%$9.4M$9.5M+$165.8K2026-10-21
Lido Advisors, LLC
INCREASED44,79642,945+1,851+4%$8.7M$9.2M+$535.8K2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED35,88536,763-878-2%$7.4M$7.4M+$2.4K2026-10-13
Banque Pictet & CIE SA
INCREASED31,52731,223+304+1%$6.3M$6.5M+$174.8K2026-10-16
TD Waterhouse Canada Inc.
DECREASED25,47526,096-621-2%$5.3M$5.2M-$25.6K2026-10-16
Commonwealth Equity Services, LLC
DECREASED23,69724,461-764-3%$5.0M$4.9M-$69.8K2026-11-02
PKO Investment Management Joint-Stock Co
DECREASED20,80024,800-4,000-16%$5.0M$4.3M-$735.9K2026-10-19
Beam Wealth Advisors, Inc.
DECREASED20,00920,925-916-4%$4.2M$4.1M-$113.8K2026-11-03
Lavelle Capital LP
DECREASED19,50725,688-6,181-24%$5.2M$4.0M-$1.2M2026-11-03
WBH Advisory Inc
DECREASED17,78718,059-272-2%$3.7M$3.7M+$8.7K2026-11-05
Avestar Capital, LLC
UNCHANGED17,13717,13700%$3.5M$3.5M+$61.5K2026-10-28
Union Bancaire Privee, UBP SA
INCREASED16,3926,502+9,890+152%$1.2M$3.2M+$2.1M2026-11-04
Fifth Third Securities, Inc.
DECREASED16,22216,497-275-2%$3.3M$3.3M+$2.5K2026-10-21
Hyposwiss Advisors SA
INCREASED15,23015,115+115+1%$3.1M$3.1M+$78.0K2026-10-26
Parallel Advisors, LLC
NEW14,487—+14,487——$3.0M—2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED13,82316,603-2,780-17%$3.4M$2.9M-$513.0K2026-11-02
Vontobel Holding Ltd.
INCREASED13,45010,284+3,166+31%$2.1M$2.8M+$689.8K2026-10-16
Asset Advisory Group, Inc.
DECREASED12,29813,435-1,137-8%$2.7M$2.5M-$186.3K2026-10-20
TD Private Client Wealth LLC
DECREASED12,20312,805-602-5%$2.6M$2.5M-$78.2K2026-10-28
Focused Alpha, LLC
UNCHANGED11,41611,41600%$2.3M$2.4M+$41.0K2026-10-20
Meitav Investment House LTD
INCREASED11,2246,257+4,967+79%$1.3M$2.3M+$1.0M2026-10-28
Dara Capital US, Inc.
UNCHANGED10,40010,40000%$2.1M$2.1M+$37.3K2026-10-29
Capital Investment Advisors, LLC
DECREASED8,7948,878-84-1%$1.8M$1.8M+$14.6K2026-10-22
Retirement Planning Group, LLC
UNCHANGED7,1897,18900%$1.5M$1.5M+$25.8K2026-10-19
Lorne Steinberg Wealth Management Inc.
DECREASED7,0097,337-328-4%$1.5M$1.4M-$41.3K2026-10-23
Cidel Asset Management Inc
INCREASED6,3516,283+68+1%$1.3M$1.3M+$36.6K2026-10-29
Avior Wealth Management, LLC
DECREASED5,2655,279-140%$1.1M$1.1M+$16.1K2026-10-13
Platform Technology Partners
NEW5,261—+5,261——$1.1M—2026-11-02
Kestra Private Wealth Services, LLC
INCREASED5,1774,795+382+8%$971.6K$1.1M+$96.0K2026-10-30
Pekin Hardy Strauss, Inc.
UNCHANGED5,1005,10000%$1.0M$1.1M+$18.3K2026-11-02
Strategic Blueprint, LLC
UNCHANGED4,0804,08000%$826.8K$841.4K+$14.6K2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED4,0684,06800%$824.3K$838.9K+$14.6K2026-10-08
Park Avenue Securities LLC
DECREASED3,8484,493-645-14%$910.0K$794.0K-$116.0K2026-10-26
CX Institutional
DECREASED3,8224,040-218-5%$819$788-$312026-10-02
Integrity Wealth Partners, LLC
NEW3,650—+3,650——$752.7K—2026-10-14
Sagespring Wealth Partners, LLC
INCREASED3,5593,286+273+8%$665.8K$734.0K+$68.2K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED3,5381,771+1,767+100%$362.4K$735.5K+$373.0K2026-10-13
Robertson Stephens Wealth Management, LLC
UNCHANGED3,3213,32100%$672.9K$684.8K+$11.9K2026-10-16
Truist Financial Corp
INCREASED3,1031,672+1,431+86%$338.8K$639.9K+$301.1K2026-10-30
Keybank National Association
UNCHANGED3,0503,05000%$618.1K$629.0K+$11.0K2026-11-04
Arlington Financial Advisors, LLC
UNCHANGED2,9752,97500%$602.9K$613.5K+$10.7K2026-10-19
Aspiriant, LLC
INCREASED2,9111,176+1,735+148%$238.3K$600.4K+$362.0K2026-10-16
Chicago Partners Investment Group LLC
UNCHANGED2,7012,70100%$541.8K$554.1K+$12.3K2026-10-27
Mission Wealth Management, LP
DECREASED2,6412,778-137-5%$562.9K$544.7K-$18.3K2026-10-15
Perigon Wealth Management, LLC
UNCHANGED2,5652,56500%$519.9K$529.1K+$9.2K2026-10-22
StoneX Group Inc.
UNCHANGED2,2722,27200%$460.4K$468.6K+$8.2K2026-11-03
Arbor Investment Advisors, LLC
UNCHANGED2,1452,14500%$434.6K$442.3K+$7.7K2026-10-26
TCI Wealth Advisors, Inc.
NEW2,080—+2,080——$429.0K—2026-10-30
Citigroup Inc
DECREASED2,0704,740-2,670-56%$960.5K$426.9K-$533.6K2026-11-04
Beaumont Financial Advisors, LLC
UNCHANGED2,0702,07000%$419.5K$426.9K+$7.4K2026-10-22
Choreo, LLC
INCREASED2,0661,267+799+63%$256.8K$426.1K+$169.3K2026-10-28
Advocate Investing Services LLC
UNCHANGED1,9601,96000%$397.2K$404.2K+$7.0K2026-10-26
SYM Financial Corp
INCREASED1,9581,778+180+10%$360.3K$403.8K+$43.5K2026-10-26
Sovran Advisors, LLC
INCREASED1,8811,736+145+8%$350.3K$391.2K+$40.9K2026-11-02
MidAtlantic Capital Management, Inc.
INCREASED1,8531,847+6+0%$374.3K$382.1K+$7.9K2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED1,8311,876-45-2%$380.2K$377.7K-$2.5K2026-10-27
BFI Infinity Ltd.
UNCHANGED1,7911,79100%$362.8K$370.0K+$7.2K2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED1,7541,75400%$355.4K$355.4K$02026-10-13
Elevated Private Wealth, LLC
INCREASED1,6931,553+140+9%$314.7K$349.2K+$34.4K2026-10-15
International Assets Investment Management, LLC
DECREASED1,6802,320-640-28%$468.8K$345.8K-$123.0K2026-11-02
Independent Financial Group, LLC
INCREASED1,6271,590+37+2%$322.3K$335.6K+$13.3K2026-10-13
Horst & Graben Wealth Management LLC
UNCHANGED1,6141,61400%$326.2K$332.9K+$6.7K2026-11-02
LFA - Lugano Financial Advisors SA
INCREASED1,588982+606+62%$199.0K$327.5K+$128.5K2026-11-03
Farther Finance Advisors, LLC
DECREASED1,5692,179-610-28%$441.6K$323.6K-$118.0K2026-10-08
IFS Advisors, LLC
NEW1,550—+1,550——$319.7K—2026-10-14
Montaka Global Pty Ltd
UNCHANGED1,5481,54800%$313.7K$319.2K+$5.6K2026-11-05
Bank of New York Mellon Corp
DECREASED1,5001,766-266-15%$357.8K$309.3K-$48.5K2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED1,5001,50000%$304.0K$309.3K+$5.4K2026-10-20
Paulson Wealth Management Inc.
INCREASED1,4511,335+116+9%$270.5K$299.2K+$28.7K2026-11-02
J.Safra Asset Management Corp
UNCHANGED1,2741,27400%$258.2K$262.7K+$4.6K2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED1,2651,427-162-11%$289.2K$260.8K-$28.4K2026-10-13
Kestra Advisory Services, LLC
UNCHANGED1,2371,23700%$250.7K$255.2K+$4.4K2026-11-02
Creative Planning
UNCHANGED1,1431,14300%$231.6K$235.7K+$4.1K2026-11-02
Compass Ion Advisors, LLC
UNCHANGED1,1091,10900%$224.8K$228.8K+$4.0K2026-10-23
Holos Integrated Wealth LLC
UNCHANGED1,1061,10600%$224.7K$228.6K+$3.9K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED1,0211,02100%$206.9K$210.6K+$3.7K2026-10-27
Yelin Lapidot Holdings Management Ltd.
DECREASED1,0131,436-423-29%$291.0K$208.9K-$82.1K2026-10-26
Bank Pictet & Cie (Europe) AG
NEW991—+991——$204.4K—2026-10-20
Brown Shipley& Co Ltd
INCREASED808390+418+107%$79.0K$166.6K+$87.6K2026-10-09
Asset Dedication, LLC
NEW525—+525——$108.3K—2026-11-03
Guardian Partners Inc.
UNCHANGED48748700%$98.7K$100.4K+$1.7K2026-10-21
Intesa Sanpaolo Wealth Management
DECREASED415860-445-52%$174.3K$85.6K-$88.7K2026-10-28
AlphaCore Capital LLC
UNCHANGED33933900%$68.7K$69.9K+$1.2K2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED30430400%$61.6K$62.7K+$1.1K2026-10-22
TrinityBridge Ltd
UNCHANGED30030000%$61.0K$62.0K+$1.0K2026-10-30
Activest Wealth Management
UNCHANGED28828800%$58.4K$59.5K+$1.0K2026-10-15
Private Trust Co NA
INCREASED263238+25+11%$48.2K$54.2K+$6.0K2026-10-20
Assetmark, Inc
INCREASED244194+50+26%$39.3K$50.3K+$11.0K2026-10-21
Archer Investment Corp
UNCHANGED17017000%$34.4K$35.0K+$6102026-11-05
Y.D. More Investments Ltd
DECREASED130215-85-40%$43.6K$26.8K-$16.8K2026-11-02
Gen-Wealth Partners Inc
DECREASED127617-490-79%$125.0K$26.2K-$98.8K2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED11611600%$23.5K$23.9K+$4172026-10-23
Comprehensive Financial Planning, Inc.
DECREASED107108-1-1%$21.8K$22.2K+$3862026-10-27
Paladin Partners, LLC
UNCHANGED10010000%$20.3K$20.6K+$3592026-10-06
Signaturefd, LLC
UNCHANGED747400%$15.0K$15.3K+$2662026-10-23
Financial Management Professionals, Inc.
UNCHANGED626200%$12.6K$12.8K+$2222026-10-23
Westside Investment Management, Inc.
UNCHANGED606000%$12.2K$12.4K+$2162026-11-02
Investors Research Corp
UNCHANGED565600%$11.3K$11.5K+$2012026-10-07
Provenance Wealth Advisors, LLC
NEW30—+30——$6.2K—2026-10-30
IFP Advisors, Inc
UNCHANGED212100%$4.3K$4.3K+$762026-10-16
Creative Capital Management Investments LLC
NEW9—+9——$1.9K—2026-10-28
EverSource Wealth Advisors, LLC
DECREASED36-3-50%$1.2K$619-$5972026-11-04
Rakuten Investment Management, Inc.
NEW1—+1——$206—2026-10-30
Thrivent Financial for Lutherans
CLOSED042,419-42,419-100%$8.6M$0-$8.6M2026-11-05
Atria Investments, Inc
CLOSED01,668-1,668-100%$338.0K$0-$338.0K2026-10-15
BCS Wealth Management
CLOSED01,424-1,424-100%$288.6K$0-$288.6K2026-11-03
Simplex Trading, LLC
CLOSED0938-938-100%$190.1K$0-$190.1K2026-11-04
Tsfg, LLC
CLOSED0403-403-100%$82.0K$0-$82.0K2026-10-23
Belvedere Trading LLC
CLOSED0234-234-100%$47.4K$0-$47.4K2026-11-05
Kingdom Financial Group Llc.
CLOSED049-49-100%$9.9K$0-$9.9K2026-11-04
Stone House Investment Management, LLC
CLOSED039-39-100%$7.9K$0-$7.9K2026-10-23
Royal Bank of Canada
N/A—2,179,116-2,179,116-100%$441.6M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—1,357,858-1,357,858-100%$275.2M———
Federation des caisses Desjardins du Quebec
N/A—894,655-894,655-100%$181.3M———
Goldman Sachs Group Inc
N/A—731,580-731,580-100%$148.2M———
Bank of America Corp
N/A—522,390-522,390-100%$105.9M———
Banco Santander, S.A.
N/A—516,523-516,523-100%$104.7M———
Morgan Stanley
N/A—421,737-421,737-100%$85.5M———
National Philanthropic Trust
N/A—403,374-403,374-100%$81.7M———
Bank of Montreal
N/A—329,307-329,307-100%$66.7M———
Jane Street Group, LLC
N/A—261,744-261,744-100%$53.0M———
JPMorgan Chase & Co
N/A—250,148-250,148-100%$50.3M———
BlackRock, Inc.
N/A—243,136-243,136-100%$49.3M———
LPL Financial LLC
N/A—233,752-233,752-100%$47.4M———
Evelyn Partners Group Ltd
N/A—206,107-206,107-100%$34.6M———
Brown Advisory Inc
N/A—186,550-186,550-100%$37.8M———
Prudential PLC
N/A—181,912-181,912-100%$36.9M———
UBS Group AG
N/A—169,197-169,197-100%$34.3M———
Envestnet Asset Management Inc
N/A—165,382-165,382-100%$33.5M———
Pinebridge Investments LLC
N/A—121,340-121,340-100%$24.6M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—110,226-110,226-100%$5.0M———
Arizona Psprs Trust
N/A—109,386-109,386-100%$22.2M———
CI Investments Inc.
N/A—100,933-100,933-100%$20.5M———
Wells Fargo & Company
N/A—98,728-98,728-100%$20.0M———
Northwestern Mutual Wealth Management Co
N/A—77,004-77,004-100%$15.6M———
Empire Life Investments Inc.
N/A—70,643-70,643-100%$14.3M———
Cetera Investment Advisers
N/A—68,996-68,996-100%$14.0M———
Raymond James Financial Inc
N/A—64,058-64,058-100%$13.0M———
Prudential Financial Inc
N/A—62,450-62,450-100%$12.7M———
Inherent Management Corp.
N/A—60,650-60,650-100%$12.3M———
Investments & Financial Planning, LLC
N/A—57,341-57,341-100%$11.6M———
Bleakley Financial Group, LLC
N/A—52,848-52,848-100%$10.7M———
Schroder Investment Management Group
N/A—49,280-49,280-100%$9.9M———
FMR LLC
N/A—42,307-42,307-100%$8.6M———
HSBC Holdings PLC
N/A—39,490-39,490-100%$8.0M———
Ameriprise Financial Inc
N/A—34,945-34,945-100%$7.1M———
Citadel Advisors LLC
N/A—34,922-34,922-100%$7.1M———
Mariner, LLC
N/A—33,694-33,694-100%$6.8M———
Marex Group Ltd
N/A—33,684-33,684-100%$6.8M———
DRW Securities, LLC
N/A—33,660-33,660-100%$6.8M———
Barclays PLC
N/A—32,730-32,730-100%$6.6M———
Iconiq Capital, LLC
N/A—29,109-29,109-100%$5.9M———
MML Investors Services, LLC
N/A—28,903-28,903-100%$5.9M———
Renaissance Technologies LLC
N/A—28,200-28,200-100%$5.7M———
Mount Capital Ltd
N/A—23,725-23,725-100%$4.8M———
BBR Partners, LLC
N/A—21,132-21,132-100%$4.3M———
Sequoia Financial Advisors, LLC
N/A—19,918-19,918-100%$4.0M———
PNC Financial Services Group, Inc.
N/A—18,935-18,935-100%$3.8M———
First Trust Advisors LP
N/A—17,764-17,764-100%$3.6M———
Cresset Asset Management, LLC
N/A—17,288-17,288-100%$3.5M———
Osaic Holdings, Inc.
N/A—16,963-16,963-100%$3.4M———
Capitolis Liquid Global Markets LLC
N/A—16,000-16,000-100%$3.2M———
AlTi Global, Inc.
N/A—15,117-15,117-100%$3.1M———
Jones Financial Companies Lllp
N/A—14,586-14,586-100%$2.9M———
Sheridan Capital Management, LLC
N/A—14,469-14,469-100%$2.9M———
Main Street Research LLC
N/A—13,511-13,511-100%$2.7M———
National Bank of Canada
N/A—12,969-12,969-100%$2.6M———
Partners Capital Investment Group, LLP
N/A—11,757-11,757-100%$2.4M———
Fischer Investment Strategies, LLC
N/A—11,702-11,702-100%$2.4M———
Sierra Capital LLC
N/A—11,651-11,651-100%$2.4M———
Victory Capital Management Inc
N/A—9,664-9,664-100%$2.0M———
Quantinno Capital Management LP
N/A—9,588-9,588-100%$1.9M———
State Street Corp
N/A—8,900-8,900-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—8,867-8,867-100%$1.8M———
Sanctuary Advisors, LLC
N/A—8,679-8,679-100%$1.8M———
UBS Asset Management Americas LLC
N/A—8,386-8,386-100%$1.7M———
Jefferies Financial Group Inc.
N/A—8,328-8,328-100%$1.7M———
Blair William & Co
N/A—8,124-8,124-100%$1.6M———
1832 Asset Management L.P.
N/A—6,877-6,877-100%$1.4M———
NewEdge Advisors, LLC
N/A—6,541-6,541-100%$1.3M———
Compound Planning, Inc.
N/A—6,321-6,321-100%$1.3M———
Joel Isaacson & Co., LLC
N/A—6,310-6,310-100%$1.3M———
LOM Asset Management Ltd
N/A—6,120-6,120-100%$1.2M———
Edmond de Rothschild Holding S.A.
N/A—6,027-6,027-100%$1.2M———
Focus Partners Wealth
N/A—5,961-5,961-100%$1.2M———
Valor Advisors LLC
N/A—5,563-5,563-100%$1.1M———
Stratos Investment Management, LLC
N/A—5,375-5,375-100%$1.1M———
Cerity Partners LLC
N/A—5,375-5,375-100%$1.1M———
Schusterman Interests, LLC
N/A—5,375-5,375-100%$1.1M———
Insigneo Advisory Services, LLC
N/A—5,305-5,305-100%$1.1M———
CIBC World Market Inc.
N/A—5,102-5,102-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—5,101-5,101-100%$1.0M———
BNP Paribas Financial Markets
N/A—4,431-4,431-100%$897.9K———
Equitable Holdings, Inc.
N/A—4,301-4,301-100%$871.6K———
AQR Capital Management LLC
N/A—4,032-4,032-100%$817.0K———
Retirement Income Solutions, Inc
N/A—3,985-3,985-100%$717.4K———
Wealthspire Advisors, LLC
N/A—3,961-3,961-100%$802.7K———
Glenmede Trust Co NA
N/A—3,927-3,927-100%$795.8K———
Resolute Wealth Advisor, Inc.
N/A—3,894-3,894-100%$701.0K———
Waverly Advisors, LLC
N/A—3,794-3,794-100%$768.8K———
HighTower Advisors, LLC
N/A—3,644-3,644-100%$738.5K———
Modern Wealth Management, LLC
N/A—3,391-3,391-100%$687.2K———
KDT Advisors, LLC
N/A—3,100-3,100-100%$628.2K———
Main Street Financial Solutions, LLC
N/A—3,029-3,029-100%$613.8K———
Advisory Services Network, LLC
N/A—3,021-3,021-100%$612.2K———
Auxano Advisors, LLC
N/A—3,016-3,016-100%$611.2K———
Ausdal Financial Partners, Inc.
N/A—2,889-2,889-100%$585.4K———
Mercer Global Advisors Inc
N/A—2,787-2,787-100%$564.8K———
M&T Bank Corp
N/A—2,747-2,747-100%$556.7K———
Jaffetilchin Investment Partners, LLC
N/A—2,664-2,664-100%$539.9K———
SG Americas Securities, LLC
N/A—2,624-2,624-100%$532.0K———
Moneda S.A. Administradora General de Fondos
N/A—2,579-2,579-100%$522.6K———
Wellington-Altus USA Inc.
N/A—2,503-2,503-100%$450.6K———
Allie Family Office LLC
N/A—2,478-2,478-100%$502.1K———
BlackDiamond Wealth Management, LLC
N/A—2,434-2,434-100%$511.4K———
IEQ Capital, LLC
N/A—2,363-2,363-100%$478.8K———
Rehmann Capital Advisory Group
N/A—2,328-2,328-100%$471.7K———
&partners
N/A—2,250-2,250-100%$446.9K———
Allworth Financial LP
N/A—2,045-2,045-100%$414.5K———
Ground Swell Capital, LLC
N/A—1,925-1,925-100%$390.1K———
Noble Wealth Partners LLC
N/A—1,887-1,887-100%$382.3K———
Smartleaf Asset Management LLC
N/A—1,875-1,875-100%$377.3K———
LM Advisors LLC
N/A—1,746-1,746-100%$354.0K———
IFG Advisory, LLC
N/A—1,721-1,721-100%$348.7K———
Whittier Trust Co
N/A—1,712-1,712-100%$350.0K———
Summit Financial, LLC
N/A—1,707-1,707-100%$345.9K———
J.W. Cole Advisors, Inc.
N/A—1,698-1,698-100%$344.0K———
Kesler, Norman & Wride, LLC
N/A—1,686-1,686-100%$341.7K———
Wealthgarden F.S. LLC
N/A—1,659-1,659-100%$336.2K———
EP Wealth Advisors, LLC
N/A—1,645-1,645-100%$333.3K———
Seeds Investor LLC
N/A—1,576-1,576-100%$319.4K———
JDM Financial Group LLC
N/A—1,457-1,457-100%$295.2K———
Prosperity Consulting Group, LLC
N/A—1,363-1,363-100%$276.3K———
Rathbones Group PLC
N/A—1,345-1,345-100%$272.6K———
Tudor Investment Corp ET AL
N/A—1,342-1,342-100%$271.9K———
XTX Topco Ltd
N/A—1,321-1,321-100%$267.7K———
Causey Wealth LLC
N/A—1,285-1,285-100%$260.4K———
Principal Securities, Inc.
N/A—1,160-1,160-100%$235.1K———
Allegheny Financial Group
N/A—1,154-1,154-100%$233.9K———
FAS Wealth Partners, Inc.
N/A—1,075-1,075-100%$217.9K———
Evolve Private Wealth, LLC
N/A—1,059-1,059-100%$214.6K———
Dash Acquisitions Inc.
N/A—1,053-1,053-100%$221.5K———
US Bancorp \de\
N/A—1,051-1,051-100%$213.0K———
Betterment LLC
N/A—1,033-1,033-100%$209.0K———
Financial Engines Advisors L.L.C.
N/A—1,020-1,020-100%$206.7K———
Geneos Wealth Management Inc.
N/A—1,015-1,015-100%$205.7K———
Amundi
N/A—1,000-1,000-100%$202.6K———
Janney Montgomery Scott LLC
N/A—992-992-100%$201.0K———
Rockefeller Capital Management L.P.
N/A—879-879-100%$178.1K———
JTC Employer Solutions Trustee Ltd
N/A—878-878-100%$178.0K———
Russell Investments Group, Ltd.
N/A—768-768-100%$155.6K———
Centaurus Financial, Inc.
N/A—614-614-100%$124.0K———
Forum Finance Group S.A.
N/A—580-580-100%$95———
C M Bidwell & Associates LTD
N/A—440-440-100%$89.1K———
Dunhill Financial, LLC
N/A—400-400-100%$81.1K———
Harbour Investments, Inc.
N/A—389-389-100%$78.8K———
Webster Bank, N. A.
N/A—300-300-100%$60.8K———
Fifth Third Bancorp
N/A—298-298-100%$60.3K———
EFG International AG
N/A—247-247-100%$50.1K———
Aptus Capital Advisors, LLC
N/A—147-147-100%$29.8K———
Clearstead Advisors, LLC
N/A—125-125-100%$25.3K———
Steward Partners Investment Advisory, LLC
N/A—103-103-100%$20.9K———
O'shaughnessy Asset Management, LLC
N/A—37-37-100%$7.5K———
Vanguard Advisers Inc
N/A—26-26-100%$5.3K———
Roble, Belko & Company, Inc
N/A—14-14-100%$3———
AE Wealth Management LLC
N/A—1-1-100%$201———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$203———
Showing 285 of 285 institutions