Ishares Msci Emerg Mrkt Asia (EEMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bank Julius Baer & Co. Ltd, Zurich

INCREASED

Shares348,960 from 337,961

Change+10,999 (+3%)

Value$40.4M (+$912.6K)

Filed 2026-10-29

Vontobel Holding Ltd.

INCREASED

Shares229,743 from 226,495

Change+3,248 (+1%)

Value$26.6M (+$133.7K)

Filed 2026-10-16

Nicholas Hoffman & Company, Llc.

DECREASED

Shares70,356 from 70,414

Change-58 (0%)

Value$8.2M (-$82.2K)

Filed 2026-10-30

Assetmark, Inc

DECREASED

Shares18,955 from 20,359

Change-1,404 (-7%)

Value$2.2M (-$184.6K)

Filed 2026-10-21

Citigroup Inc

INCREASED

Shares18,530 from 16,827

Change+1,703 (+10%)

Value$2.1M (+$179.3K)

Filed 2026-11-04

Creative Planning

DECREASED

Shares13,377 from 13,504

Change-127 (-1%)

Value$1.6M (-$29.2K)

Filed 2026-11-02

Wealth Management Partners, LLC

INCREASED

Shares12,653 from 12,606

Change+47 (+0%)

Value$1.5M (-$8.1K)

Filed 2026-10-21

Bailard, Inc.

INCREASED

Shares11,598 from 9,962

Change+1,636 (+16%)

Value$1.3M (+$178.9K)

Filed 2026-10-13

WestEnd Advisors, LLC

DECREASED

Shares10,775 from 15,107

Change-4,332 (-29%)

Value$1.2M (-$518.2K)

Filed 2026-10-27

Blue Fin Capital, Inc.

UNCHANGED

Shares10,508 from 10,508

Change0 (0%)

Value$1.2M (-$11.3K)

Filed 2026-10-28

United Asset Strategies, Inc.

INCREASED

Shares10,280 from 7,176

Change+3,104 (+43%)

Value$1.2M (+$352.0K)

Filed 2026-10-28

B. Riley Wealth Advisors, Inc.

UNCHANGED

Shares9,884 from 9,884

Change0 (0%)

Value$1.1M (+$3.9K)

Filed 2026-10-13

BFI Infinity Ltd.

UNCHANGED

Shares9,534 from 9,534

Change0 (0%)

Value$1.1M (-$10.2K)

Filed 2026-10-16

Compagnie Lombard Odier SCmA

DECREASED

Shares7,450 from 11,515

Change-4,065 (-35%)

Value$863.4K (-$483.4K)

Filed 2026-11-04

Truist Financial Corp

DECREASED

Shares6,340 from 22,583

Change-16,243 (-72%)

Value$734.8K (-$1.9M)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares6,225 from 4,878

Change+1,347 (+28%)

Value$721.0K (+$150.0K)

Filed 2026-11-02

Yoffe Investment Management, LLC

UNCHANGED

Shares5,991 from 5,991

Change0 (0%)

Value$694.3K (-$6.4K)

Filed 2026-11-02

Summa Corp.

UNCHANGED

Shares4,086 from 4,086

Change0 (0%)

Value$473.5K (-$4.4K)

Filed 2026-10-30

Elevation Point Wealth Partners, LLC

INCREASED

Shares3,519 from 1,864

Change+1,655 (+89%)

Value$407.8K (+$189.8K)

Filed 2026-11-05

Axxcess Wealth Management, LLC

UNCHANGED

Shares3,410 from 3,410

Change0 (0%)

Value$395.2K (-$3.7K)

Filed 2026-10-21

Sharper & Granite LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$287.2K (-$63.7K)

Filed 2026-11-02

Financial Council, LLC

UNCHANGED

Shares2,684 from 2,684

Change0 (0%)

Value$311.0K (-$2.9K)

Filed 2026-11-02

Guidance Point Advisors, LLC

UNCHANGED

Shares2,264 from 2,264

Change0 (0%)

Value$262.8K (-$2.4K)

Filed 2026-10-15

Lodestar Private Asset Management LLC

DECREASED

Shares2,227 from 2,238

Change-11 (0%)

Value$258.1K (-$3.6K)

Filed 2026-10-26

StoneX Group Inc.

NEW

Shares2,041

Change+2,041

Value$231.2K

Filed 2026-11-03

Americana Partners, LLC

UNCHANGED

Shares1,872 from 1,872

Change0 (0%)

Value$216.9K (-$2.0K)

Filed 2026-10-28

Davenport & Co LLC

DECREASED

Shares1,863 from 4,019

Change-2,156 (-54%)

Value$215.9K (-$254.2K)

Filed 2026-10-14

Wealthcare Advisory Partners LLC

INCREASED

Shares1,851 from 1,843

Change+8 (+0%)

Value$214.5K (-$1.0K)

Filed 2026-10-21

Brown Shipley& Co Ltd

INCREASED

Shares1,578 from 768

Change+810 (+105%)

Value$182.9K (+$93.0K)

Filed 2026-10-09

Richardson Financial Services Inc.

UNCHANGED

Shares1,117 from 1,117

Change0 (0%)

Value$129.4K (-$1.2K)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

INCREASED

Shares986 from 319

Change+667 (+209%)

Value$114.3K (+$77.0K)

Filed 2026-10-30

Balance Wealth Partners LLC

NEW

Shares963

Change+963

Value$111.6K

Filed 2026-10-27

Larson Financial Group LLC

INCREASED

Shares680 from 678

Change+2 (+0%)

Value$78.9K (-$496)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares589 from 559

Change+30 (+5%)

Value$68.3K (+$2.9K)

Filed 2026-10-16

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares509 from 509

Change0 (0%)

Value$59.0K (-$1.0K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares455 from 4,359

Change-3,904 (-90%)

Value$52.7K (-$457.1K)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

UNCHANGED

Shares366 from 366

Change0 (0%)

Value$42.5K (-$392)

Filed 2026-10-20

Private Trust Co NA

DECREASED

Shares173 from 360

Change-187 (-52%)

Value$20.0K (-$22.1K)

Filed 2026-10-20

Silver Grove Financial Group, Inc.

INCREASED

Shares87 from 79

Change+8 (+10%)

Value$10.1K (+$842)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$10.0K (-$93)

Filed 2026-11-05

Archer Investment Corp

NEW

Shares85

Change+85

Value$9.9K

Filed 2026-11-05

Planning Strategies Inc.

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$8.6K (-$79)

Filed 2026-10-02

Hager Investment Management Services, LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$5.2K (-$48)

Filed 2026-11-04

Signaturefd, LLC

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$3.3K (-$31)

Filed 2026-10-23

Turtle Creek Wealth Advisors, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$2.4K (-$22)

Filed 2026-10-15

Creative Financial Designs Inc

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.4K (-$13)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$1.0K (-$10)

Filed 2026-10-30

Central Pacific Bank - Trust Division

INCREASED

Shares8 from 2

Change+6 (+300%)

Value$927 (+$693)

Filed 2026-10-06

Root Financial Partners, LLC

NEW

Shares6

Change+6

Value$695

Filed 2026-10-21

Harrell Investment Partners, LLC

CLOSED

Shares0 from 3,321

Change-3,321 (-100%)

Value$0 (-$388.4K)

Filed 2026-10-15

Abacus Planning Group, Inc.

CLOSED

Shares0 from 1,911

Change-1,911 (-100%)

Value$0 (-$223.5K)

Filed 2026-11-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 193

Change-193 (-100%)

Value$0 (-$22.6K)

Filed 2026-10-13

SYM Financial Corp

CLOSED

Shares0 from 81

Change-81 (-100%)

Value$0 (-$9.5K)

Filed 2026-10-26

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-16

Founders Capital Management

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$2.6K)

Filed 2026-10-13

CoreCap Advisors, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$234)

Filed 2026-10-08

Pgim Custom Harvest LLC

N/A

Shares— from 387,880

Change-387,880 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 169,684

Change-169,684 (-100%)

Value—

AdvisorShares Investments LLC

N/A

Shares— from 164,684

Change-164,684 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 150,499

Change-150,499 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 149,086

Change-149,086 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 145,425

Change-145,425 (-100%)

Value—

Madison Asset Management, LLC

N/A

Shares— from 135,190

Change-135,190 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 118,842

Change-118,842 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 83,850

Change-83,850 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 78,556

Change-78,556 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 70,844

Change-70,844 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 60,814

Change-60,814 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 54,234

Change-54,234 (-100%)

Value—

UBS Group AG

N/A

Shares— from 52,791

Change-52,791 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 51,764

Change-51,764 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 50,507

Change-50,507 (-100%)

Value—

SSA Swiss Advisors AG

N/A

Shares— from 48,043

Change-48,043 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 38,572

Change-38,572 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 38,313

Change-38,313 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 28,073

Change-28,073 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 25,431

Change-25,431 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 24,537

Change-24,537 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 24,023

Change-24,023 (-100%)

Value—

Fortis Advisors, LLC

N/A

Shares— from 23,654

Change-23,654 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 23,090

Change-23,090 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 22,337

Change-22,337 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 17,457

Change-17,457 (-100%)

Value—

First American Trust, FSB

N/A

Shares— from 16,995

Change-16,995 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,858

Change-16,858 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 16,450

Change-16,450 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 16,284

Change-16,284 (-100%)

Value—

Blair William & Co

N/A

Shares— from 16,025

Change-16,025 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 15,258

Change-15,258 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 12,631

Change-12,631 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 12,611

Change-12,611 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 12,117

Change-12,117 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 12,014

Change-12,014 (-100%)

Value—

Wharton Business Group, LLC

N/A

Shares— from 11,722

Change-11,722 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 10,108

Change-10,108 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 9,317

Change-9,317 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 8,479

Change-8,479 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 6,030

Change-6,030 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,543

Change-5,543 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,528

Change-5,528 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 5,040

Change-5,040 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 4,823

Change-4,823 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,611

Change-4,611 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 4,230

Change-4,230 (-100%)

Value—

&partners

N/A

Shares— from 4,064

Change-4,064 (-100%)

Value—

Mandatum Life Insurance Co Ltd

N/A

Shares— from 3,955

Change-3,955 (-100%)

Value—

Tolleson Wealth Management, Inc.

N/A

Shares— from 3,872

Change-3,872 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,827

Change-3,827 (-100%)

Value—

BBR Partners, LLC

N/A

Shares— from 3,802

Change-3,802 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 3,559

Change-3,559 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 3,190

Change-3,190 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 3,170

Change-3,170 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 2,964

Change-2,964 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 2,958

Change-2,958 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 2,920

Change-2,920 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,912

Change-2,912 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,422

Change-2,422 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 2,402

Change-2,402 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 2,349

Change-2,349 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,294

Change-2,294 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 2,204

Change-2,204 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 2,165

Change-2,165 (-100%)

Value—

Mmbg Investment Advisors Co.

N/A

Shares— from 1,950

Change-1,950 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 1,864

Change-1,864 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,819

Change-1,819 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 1,727

Change-1,727 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,650

Change-1,650 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 1,576

Change-1,576 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,498

Change-1,498 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 950

Change-950 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 721

Change-721 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 611

Change-611 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 382

Change-382 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 361

Change-361 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 311

Change-311 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 282

Change-282 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 207

Change-207 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 110

Change-110 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 103

Change-103 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 100

Change-100 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 91

Change-91 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 90

Change-90 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 88

Change-88 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 79

Change-79 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 78

Change-78 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 49

Change-49 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 42

Change-42 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 32

Change-32 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

	Status
Bank Julius Baer & Co. Ltd, Zurich	INCREASED	348,960	337,961	+10,999	+3%	$39.5M	$40.4M	+$912.6K	2026-10-29
Vontobel Holding Ltd.	INCREASED	229,743	226,495	+3,248	+1%	$26.5M	$26.6M	+$133.7K	2026-10-16
Nicholas Hoffman & Company, Llc.	DECREASED	70,356	70,414	-58	0%	$8.2M	$8.2M	-$82.2K	2026-10-30
Assetmark, Inc	DECREASED	18,955	20,359	-1,404	-7%	$2.4M	$2.2M	-$184.6K	2026-10-21
Citigroup Inc	INCREASED	18,530	16,827	+1,703	+10%	$2.0M	$2.1M	+$179.3K	2026-11-04
Creative Planning	DECREASED	13,377	13,504	-127	-1%	$1.6M	$1.6M	-$29.2K	2026-11-02
Wealth Management Partners, LLC	INCREASED	12,653	12,606	+47	+0%	$1.5M	$1.5M	-$8.1K	2026-10-21
Bailard, Inc.	INCREASED	11,598	9,962	+1,636	+16%	$1.2M	$1.3M	+$178.9K	2026-10-13
WestEnd Advisors, LLC	DECREASED	10,775	15,107	-4,332	-29%	$1.8M	$1.2M	-$518.2K	2026-10-27
Blue Fin Capital, Inc.	UNCHANGED	10,508	10,508	0	0%	$1.2M	$1.2M	-$11.3K	2026-10-28
United Asset Strategies, Inc.	INCREASED	10,280	7,176	+3,104	+43%	$839.3K	$1.2M	+$352.0K	2026-10-28
B. Riley Wealth Advisors, Inc.	UNCHANGED	9,884	9,884	0	0%	$1.1M	$1.1M	+$3.9K	2026-10-13
BFI Infinity Ltd.	UNCHANGED	9,534	9,534	0	0%	$1.1M	$1.1M	-$10.2K	2026-10-16
Compagnie Lombard Odier SCmA	DECREASED	7,450	11,515	-4,065	-35%	$1.3M	$863.4K	-$483.4K	2026-11-04
Truist Financial Corp	DECREASED	6,340	22,583	-16,243	-72%	$2.6M	$734.8K	-$1.9M	2026-10-30
Cambridge Investment Research Advisors, Inc.	INCREASED	6,225	4,878	+1,347	+28%	$571.0K	$721.0K	+$150.0K	2026-11-02
Yoffe Investment Management, LLC	UNCHANGED	5,991	5,991	0	0%	$700.7K	$694.3K	-$6.4K	2026-11-02
Summa Corp.	UNCHANGED	4,086	4,086	0	0%	$477.9K	$473.5K	-$4.4K	2026-10-30
Elevation Point Wealth Partners, LLC	INCREASED	3,519	1,864	+1,655	+89%	$218.0K	$407.8K	+$189.8K	2026-11-05
Axxcess Wealth Management, LLC	UNCHANGED	3,410	3,410	0	0%	$398.8K	$395.2K	-$3.7K	2026-10-21
Sharper & Granite LLC	UNCHANGED	3,000	3,000	0	0%	$350.9K	$287.2K	-$63.7K	2026-11-02
Financial Council, LLC	UNCHANGED	2,684	2,684	0	0%	$313.9K	$311.0K	-$2.9K	2026-11-02
Guidance Point Advisors, LLC	UNCHANGED	2,264	2,264	0	0%	$265.2K	$262.8K	-$2.4K	2026-10-15
Lodestar Private Asset Management LLC	DECREASED	2,227	2,238	-11	0%	$261.7K	$258.1K	-$3.6K	2026-10-26
StoneX Group Inc.	NEW	2,041	—	+2,041	—	—	$231.2K	—	2026-11-03
Americana Partners, LLC	UNCHANGED	1,872	1,872	0	0%	$218.9K	$216.9K	-$2.0K	2026-10-28
Davenport & Co LLC	DECREASED	1,863	4,019	-2,156	-54%	$470.1K	$215.9K	-$254.2K	2026-10-14
Wealthcare Advisory Partners LLC	INCREASED	1,851	1,843	+8	+0%	$215.6K	$214.5K	-$1.0K	2026-10-21
Brown Shipley& Co Ltd	INCREASED	1,578	768	+810	+105%	$89.8K	$182.9K	+$93.0K	2026-10-09
Richardson Financial Services Inc.	UNCHANGED	1,117	1,117	0	0%	$130.6K	$129.4K	-$1.2K	2026-10-30
Provenance Wealth Advisors, LLC	INCREASED	986	319	+667	+209%	$37.3K	$114.3K	+$77.0K	2026-10-30
Balance Wealth Partners LLC	NEW	963	—	+963	—	—	$111.6K	—	2026-10-27
Larson Financial Group LLC	INCREASED	680	678	+2	+0%	$79.4K	$78.9K	-$496	2026-11-05
IFP Advisors, Inc	INCREASED	589	559	+30	+5%	$65.4K	$68.3K	+$2.9K	2026-10-16
Hazlett, Burt & Watson, Inc.	UNCHANGED	509	509	0	0%	$60.0K	$59.0K	-$1.0K	2026-11-04
Fifth Third Bancorp	DECREASED	455	4,359	-3,904	-90%	$509.8K	$52.7K	-$457.1K	2026-11-05
Physician Wealth Advisors, Inc.	UNCHANGED	366	366	0	0%	$42.9K	$42.5K	-$392	2026-10-20
Private Trust Co NA	DECREASED	173	360	-187	-52%	$42.1K	$20.0K	-$22.1K	2026-10-20
Silver Grove Financial Group, Inc.	INCREASED	87	79	+8	+10%	$9.2K	$10.1K	+$842	2026-11-05
US Bancorp \de\	UNCHANGED	86	86	0	0%	$10.1K	$10.0K	-$93	2026-11-05
Archer Investment Corp	NEW	85	—	+85	—	—	$9.9K	—	2026-11-05
Planning Strategies Inc.	UNCHANGED	74	74	0	0%	$8.7K	$8.6K	-$79	2026-10-02
Hager Investment Management Services, LLC	UNCHANGED	45	45	0	0%	$5.3K	$5.2K	-$48	2026-11-04
Signaturefd, LLC	UNCHANGED	29	29	0	0%	$3.4K	$3.3K	-$31	2026-10-23
Turtle Creek Wealth Advisors, LLC	UNCHANGED	21	21	0	0%	$2.5K	$2.4K	-$22	2026-10-15
Creative Financial Designs Inc	UNCHANGED	12	12	0	0%	$1.4K	$1.4K	-$13	2026-11-04
Capital Investment Advisory Services, LLC	UNCHANGED	9	9	0	0%	$1.1K	$1.0K	-$10	2026-10-30
Central Pacific Bank - Trust Division	INCREASED	8	2	+6	+300%	$234	$927	+$693	2026-10-06
Root Financial Partners, LLC	NEW	6	—	+6	—	—	$695	—	2026-10-21
Harrell Investment Partners, LLC	CLOSED	0	3,321	-3,321	-100%	$388.4K	$0	-$388.4K	2026-10-15
Abacus Planning Group, Inc.	CLOSED	0	1,911	-1,911	-100%	$223.5K	$0	-$223.5K	2026-11-02
Salem Investment Counselors Inc	CLOSED	0	193	-193	-100%	$22.6K	$0	-$22.6K	2026-10-13
SYM Financial Corp	CLOSED	0	81	-81	-100%	$9.5K	$0	-$9.5K	2026-10-26
TD Waterhouse Canada Inc.	CLOSED	0	26	-26	-100%	$3.0K	$0	-$3.0K	2026-10-16
Founders Capital Management	CLOSED	0	22	-22	-100%	$2.6K	$0	-$2.6K	2026-10-13
CoreCap Advisors, LLC	CLOSED	0	2	-2	-100%	$234	$0	-$234	2026-10-08
Pgim Custom Harvest LLC	N/A	—	387,880	-387,880	-100%	$45.4M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	169,684	-169,684	-100%	$19.8M	—	—	—
AdvisorShares Investments LLC	N/A	—	164,684	-164,684	-100%	$19.3M	—	—	—
Citadel Advisors LLC	N/A	—	150,499	-150,499	-100%	$17.6M	—	—	—
Morgan Stanley	N/A	—	149,086	-149,086	-100%	$17.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	145,425	-145,425	-100%	$17.0M	—	—	—
Madison Asset Management, LLC	N/A	—	135,190	-135,190	-100%	$15.8M	—	—	—
Flow Traders U.S. LLC	N/A	—	118,842	-118,842	-100%	$13.9M	—	—	—
HRT Financial LP	N/A	—	83,850	-83,850	-100%	$9.8M	—	—	—
LPL Financial LLC	N/A	—	78,556	-78,556	-100%	$9.2M	—	—	—
Bank of America Corp	N/A	—	70,844	-70,844	-100%	$8.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	60,814	-60,814	-100%	$7.1M	—	—	—
Wells Fargo & Company	N/A	—	54,234	-54,234	-100%	$6.3M	—	—	—
UBS Group AG	N/A	—	52,791	-52,791	-100%	$6.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	51,764	-51,764	-100%	$6.1M	—	—	—
Royal Bank of Canada	N/A	—	50,507	-50,507	-100%	$5.9M	—	—	—
SSA Swiss Advisors AG	N/A	—	48,043	-48,043	-100%	$5.6M	—	—	—
Raymond James Financial Inc	N/A	—	38,572	-38,572	-100%	$4.5M	—	—	—
Cerity Partners LLC	N/A	—	38,313	-38,313	-100%	$4.5M	—	—	—
National Bank of Canada	N/A	—	28,073	-28,073	-100%	$3.3M	—	—	—
AlTi Global, Inc.	N/A	—	25,431	-25,431	-100%	$3.0M	—	—	—
Stifel Financial Corp	N/A	—	24,537	-24,537	-100%	$2.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	24,023	-24,023	-100%	$2.8M	—	—	—
Fortis Advisors, LLC	N/A	—	23,654	-23,654	-100%	$2.8M	—	—	—
GTS Securities LLC	N/A	—	23,090	-23,090	-100%	$2.7M	—	—	—
Forum Finance Group S.A.	N/A	—	22,337	-22,337	-100%	$2.1K	—	—	—
Old Mission Capital LLC	N/A	—	17,457	-17,457	-100%	$2.0M	—	—	—
First American Trust, FSB	N/A	—	16,995	-16,995	-100%	$2.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	16,858	-16,858	-100%	$2.0M	—	—	—
Banque Cantonale Vaudoise	N/A	—	16,450	-16,450	-100%	$1.9M	—	—	—
Deutsche Bank Ag\	N/A	—	16,284	-16,284	-100%	$1.9M	—	—	—
Blair William & Co	N/A	—	16,025	-16,025	-100%	$1.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	15,258	-15,258	-100%	$1.8M	—	—	—
NewEdge Wealth, LLC	N/A	—	12,631	-12,631	-100%	$1.5M	—	—	—
Bank of Montreal	N/A	—	12,611	-12,611	-100%	$1.5M	—	—	—
Flputnam Investment Management Co	N/A	—	12,117	-12,117	-100%	$1.4M	—	—	—
MAI Capital Management	N/A	—	12,014	-12,014	-100%	$1.4M	—	—	—
Wharton Business Group, LLC	N/A	—	11,722	-11,722	-100%	$1.4M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	10,108	-10,108	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	9,317	-9,317	-100%	$1.1M	—	—	—
Quadrature Capital Ltd	N/A	—	8,479	-8,479	-100%	$991.7K	—	—	—
Marshall Wace, LLP	N/A	—	6,030	-6,030	-100%	$705.3K	—	—	—
JPMorgan Chase & Co	N/A	—	5,543	-5,543	-100%	$640.2K	—	—	—
Cetera Investment Advisers	N/A	—	5,528	-5,528	-100%	$646.6K	—	—	—
Brown Advisory Inc	N/A	—	5,040	-5,040	-100%	$589.5K	—	—	—
Two Sigma Securities, LLC	N/A	—	4,823	-4,823	-100%	$564.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,611	-4,611	-100%	$539.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	4,230	-4,230	-100%	$494.7K	—	—	—
&partners	N/A	—	4,064	-4,064	-100%	$475.3K	—	—	—
Mandatum Life Insurance Co Ltd	N/A	—	3,955	-3,955	-100%	$462.6K	—	—	—
Tolleson Wealth Management, Inc.	N/A	—	3,872	-3,872	-100%	$452.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,827	-3,827	-100%	$447.9K	—	—	—
BBR Partners, LLC	N/A	—	3,802	-3,802	-100%	$444.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	3,559	-3,559	-100%	$416.2K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	3,190	-3,190	-100%	$373.2K	—	—	—
Focus Partners Wealth	N/A	—	3,170	-3,170	-100%	$370.8K	—	—	—
CIBC World Market Inc.	N/A	—	2,964	-2,964	-100%	$346.7K	—	—	—
OneAscent Financial Services LLC	N/A	—	2,958	-2,958	-100%	$346.0K	—	—	—
Cahill Financial Advisors Inc	N/A	—	2,920	-2,920	-100%	$341.5K	—	—	—
FMR LLC	N/A	—	2,912	-2,912	-100%	$340.6K	—	—	—
Harbour Investments, Inc.	N/A	—	2,422	-2,422	-100%	$283.3K	—	—	—
Belpointe Asset Management LLC	N/A	—	2,402	-2,402	-100%	$281.0K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	2,349	-2,349	-100%	$274.7K	—	—	—
PFG Investments, LLC	N/A	—	2,300	-2,300	-100%	$269.0K	—	—	—
Arax Advisory Partners	N/A	—	2,294	-2,294	-100%	$268.3K	—	—	—
Diversified Trust Co	N/A	—	2,204	-2,204	-100%	$257.8K	—	—	—
Addison Advisors LLC	N/A	—	2,165	-2,165	-100%	$253.2K	—	—	—
Mmbg Investment Advisors Co.	N/A	—	1,950	-1,950	-100%	$228.1K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	1,864	-1,864	-100%	$218.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,819	-1,819	-100%	$212.8K	—	—	—
Banco Santander, S.A.	N/A	—	1,727	-1,727	-100%	$202.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,650	-1,650	-100%	$193.1K	—	—	—
Webster Bank, N. A.	N/A	—	1,576	-1,576	-100%	$184.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,498	-1,498	-100%	$171.1K	—	—	—
Delta Asset Management LLC	N/A	—	950	-950	-100%	$111.1K	—	—	—
AE Wealth Management LLC	N/A	—	721	-721	-100%	$84.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	611	-611	-100%	$71.5K	—	—	—
Whittier Trust Co	N/A	—	382	-382	-100%	$44.4K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	361	-361	-100%	$42.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	311	-311	-100%	$36.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	282	-282	-100%	$33.0K	—	—	—
Smithfield Trust Co	N/A	—	207	-207	-100%	$24.0K	—	—	—
BlackRock, Inc.	N/A	—	110	-110	-100%	$12.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	103	-103	-100%	$12.0K	—	—	—
UMB Bank, n.a.	N/A	—	100	-100	-100%	$11.7K	—	—	—
Nomura Asset Management Co LTD	N/A	—	100	-100	-100%	$11.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	91	-91	-100%	$10.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	90	-90	-100%	$10.5K	—	—	—
Allworth Financial LP	N/A	—	88	-88	-100%	$10.3K	—	—	—
WealthCollab, LLC	N/A	—	79	-79	-100%	$9.2K	—	—	—
IFG Advisory, LLC	N/A	—	78	-78	-100%	$9.2K	—	—	—
Glassman Wealth Services	N/A	—	49	-49	-100%	$5.7K	—	—	—
Huntington National Bank	N/A	—	42	-42	-100%	$4.9K	—	—	—
Vanguard Advisers Inc	N/A	—	32	-32	-100%	$3.7K	—	—	—
Continuum Advisory, LLC	N/A	—	15	-15	-100%	$1.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	9	-9	-100%	$1.1K	—	—	—

Showing 152 of 152 institutions