Ishares Msci Emerging MKT SM (EEMS)

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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Savant Capital, LLC

INCREASED

Shares121,655 from 120,210

Change+1,445 (+1%)

Value$9.2M (+$33.5K)

Filed 2026-11-06

Evergreen Capital Management LLC

UNCHANGED

Shares119,047 from 119,047

Change0 (0%)

Value$9.0M (-$75.0K)

Filed 2026-10-23

LPL Financial LLC

DECREASED

Shares93,678 from 105,226

Change-11,548 (-11%)

Value$7.1M (-$935.4K)

Filed 2026-11-06

Omega Financial Group, LLC

INCREASED

Shares77,625 from 76,931

Change+694 (+1%)

Value$5.8M (+$3.8K)

Filed 2026-10-29

Johnson Financial Group, LLC

DECREASED

Shares75,282 from 81,115

Change-5,833 (-7%)

Value$5.7M (-$490.1K)

Filed 2026-11-03

Sowell Financial Services LLC

INCREASED

Shares49,874 from 48,944

Change+930 (+2%)

Value$3.8M (+$39.2K)

Filed 2026-10-23

Creative Planning

INCREASED

Shares41,298 from 40,393

Change+905 (+2%)

Value$3.1M (+$42.7K)

Filed 2026-11-02

Pathway Financial Advisors LLC

DECREASED

Shares39,012 from 56,453

Change-17,441 (-31%)

Value$2.9M (-$1.3M)

Filed 2026-10-07

Clear Harbor Asset Management, LLC

INCREASED

Shares30,645 from 29,684

Change+961 (+3%)

Value$2.3M (+$53.6K)

Filed 2026-11-05

Cypress Point Wealth Management, LLC

DECREASED

Shares25,910 from 26,698

Change-788 (-3%)

Value$1.9M (-$76.1K)

Filed 2026-11-03

Stewardship Concepts Financial Services LLC

DECREASED

Shares21,804 from 22,303

Change-499 (-2%)

Value$1.6M (-$51.6K)

Filed 2026-10-06

Williams & Novak Wealth Management, LLC

INCREASED

Shares20,457 from 20,035

Change+422 (+2%)

Value$1.5M (+$19.1K)

Filed 2026-10-09

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

DECREASED

Shares17,417 from 17,638

Change-221 (-1%)

Value$1.3M (-$27.7K)

Filed 2026-10-27

Rebalance, LLC

UNCHANGED

Shares15,804 from 15,804

Change0 (0%)

Value$1.2M (-$10.0K)

Filed 2026-10-22

NorthLanding Financial Partners, LLC

INCREASED

Shares15,728 from 15,320

Change+408 (+3%)

Value$1.2M (+$21.0K)

Filed 2026-10-15

Greenspring Advisors, LLC

DECREASED

Shares14,987 from 15,440

Change-453 (-3%)

Value$1.1M (-$43.8K)

Filed 2026-11-05

Basso Capital Management, L.P.

NEW

Shares13,505

Change+13,505

Value$1.0M

Filed 2026-10-30

SAX Wealth Advisors, LLC

DECREASED

Shares11,515 from 14,009

Change-2,494 (-18%)

Value$866.6K (-$102.5K)

Filed 2026-10-13

Powerhouse Assets LLC

INCREASED

Shares11,325 from 11,025

Change+300 (+3%)

Value$852.3K (+$15.6K)

Filed 2026-10-19

Perigon Wealth Management, LLC

UNCHANGED

Shares11,264 from 11,264

Change0 (0%)

Value$847.7K (-$7.1K)

Filed 2026-10-22

Trust Co of the South

UNCHANGED

Shares10,395 from 10,395

Change0 (0%)

Value$782.3K (-$6.5K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares9,510 from 9,681

Change-171 (-2%)

Value$715.7K (-$19.0K)

Filed 2026-11-02

Glass Jacobson Investment Advisors llc

DECREASED

Shares9,486 from 9,487

Change-1 (0%)

Value$713.9K (-$6.1K)

Filed 2026-10-26

Avior Wealth Management, LLC

UNCHANGED

Shares9,467 from 9,467

Change0 (0%)

Value$712.5K (-$6.0K)

Filed 2026-10-13

Falcon Wealth Planning

UNCHANGED

Shares9,422 from 9,422

Change0 (0%)

Value$709.1K (-$5.9K)

Filed 2026-11-06

Simon Quick Advisors, LLC

UNCHANGED

Shares9,105 from 9,105

Change0 (0%)

Value$685.3K (-$5.7K)

Filed 2026-10-26

Nottingham Advisors, Inc.

UNCHANGED

Shares8,297 from 8,297

Change0 (0%)

Value$622.8K (+$35.7K)

Filed 2026-10-29

Thor Investment Management Inc

INCREASED

Shares7,454 from 7,136

Change+318 (+4%)

Value$561.0K (+$19.4K)

Filed 2026-10-13

BIP Wealth, LLC

UNCHANGED

Shares7,157 from 7,157

Change0 (0%)

Value$538.6K (-$4.5K)

Filed 2026-10-22

Samalin Investment Counsel, LLC

INCREASED

Shares6,852 from 6,221

Change+631 (+10%)

Value$515.7K (+$43.6K)

Filed 2026-10-23

Index Fund Advisors, Inc.

DECREASED

Shares6,545 from 6,571

Change-26 (0%)

Value$492.5K (-$6.1K)

Filed 2026-11-05

RED Lighthouse Investment Management, LLC

DECREASED

Shares5,811 from 5,934

Change-123 (-2%)

Value$437.3K (-$13.0K)

Filed 2026-11-02

Gould Asset Management LLC

DECREASED

Shares4,660 from 5,365

Change-705 (-13%)

Value$350.7K (-$56.4K)

Filed 2026-11-06

Sigma Planning Corp

DECREASED

Shares4,265 from 4,758

Change-493 (-10%)

Value$321.0K (-$40.1K)

Filed 2026-10-23

Harbour Capital Advisors, LLC

INCREASED

Shares4,075 from 3,530

Change+545 (+15%)

Value$306.7K (+$41.0K)

Filed 2026-10-13

Kohmann Bosshard Financial Services, LLC

UNCHANGED

Shares3,498 from 3,498

Change0 (0%)

Value$263.3K (-$2.2K)

Filed 2026-11-04

Bank of New York Mellon Corp

NEW

Shares3,115

Change+3,115

Value$234.4K

Filed 2026-11-05

AlphaCore Capital LLC

DECREASED

Shares1,827 from 2,792

Change-965 (-35%)

Value$137.5K (-$74.4K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares1,499 from 1,715

Change-216 (-13%)

Value$112.8K (-$16.5K)

Filed 2026-10-08

Maryland Capital Advisors Inc.

UNCHANGED

Shares1,370 from 1,370

Change0 (0%)

Value$103.1K (-$863)

Filed 2026-10-15

SBI Securities Co., Ltd.

DECREASED

Shares1,217 from 1,254

Change-37 (-3%)

Value$91.6K (-$3.6K)

Filed 2026-10-22

Maseco LLP

UNCHANGED

Shares1,112 from 1,112

Change0 (0%)

Value$83.8K (-$489)

Filed 2026-10-27

US Bancorp \de\

UNCHANGED

Shares859 from 859

Change0 (0%)

Value$64.6K (-$542)

Filed 2026-11-05

Trellis Wealth Advisors LLC

NEW

Shares750

Change+750

Value$56.4K

Filed 2026-10-19

Triumph Capital Management

UNCHANGED

Shares741 from 741

Change0 (0%)

Value$55.7K (-$467)

Filed 2026-10-14

Noble Wealth Management PBC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$30.1K (-$252)

Filed 2026-10-01

MB, Levis & Associates, LLC

UNCHANGED

Shares304 from 304

Change0 (0%)

Value$22.9K (-$191)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares244 from 244

Change0 (0%)

Value$18.4K (-$154)

Filed 2026-11-06

Allworth Financial LP

UNCHANGED

Shares185 from 185

Change0 (0%)

Value$14.0K ($0)

Filed 2026-11-06

Advocate Investing Services LLC

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$10.9K (-$91)

Filed 2026-10-26

Ares Financial Consulting, LLC

NEW

Shares135

Change+135

Value$10.2K

Filed 2026-10-19

Assetmark, Inc

NEW

Shares130

Change+130

Value$9.8K

Filed 2026-10-21

Hilton Head Capital Partners, LLC

DECREASED

Shares102 from 340

Change-238 (-70%)

Value$7.7K (-$18.1K)

Filed 2026-10-23

Princeton Global Asset Management LLC

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$3.8K (-$32)

Filed 2026-10-21

Richardson Capital Management LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$3.2K (-$26)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 17,022

Change-17,022 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-13

Virtue Capital Management, LLC

CLOSED

Shares0 from 3,388

Change-3,388 (-100%)

Value$0 (-$257.1K)

Filed 2026-10-29

Valued Retirements, Inc.

CLOSED

Shares0 from 3,190

Change-3,190 (-100%)

Value$0 (-$242.1K)

Filed 2026-11-06

AdvisorNet Financial, Inc

CLOSED

Shares0 from 574

Change-574 (-100%)

Value$0 (-$43.6K)

Filed 2026-10-15

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$8.3K)

Filed 2026-10-30

Blue Trust, Inc.

CLOSED

Shares0 from 66

Change-66 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-15

MML Investors Services, LLC

N/A

Shares— from 247,105

Change-247,105 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 192,767

Change-192,767 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 179,350

Change-179,350 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 172,189

Change-172,189 (-100%)

Value—

Checchi Capital Advisers, LLC

N/A

Shares— from 162,692

Change-162,692 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 144,032

Change-144,032 (-100%)

Value—

Harbor Advisory Corp

N/A

Shares— from 116,281

Change-116,281 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 112,416

Change-112,416 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 111,692

Change-111,692 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 100,791

Change-100,791 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 90,013

Change-90,013 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 67,007

Change-67,007 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 53,845

Change-53,845 (-100%)

Value—

UBS Group AG

N/A

Shares— from 47,153

Change-47,153 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 42,715

Change-42,715 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 39,812

Change-39,812 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 32,403

Change-32,403 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 26,646

Change-26,646 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 25,201

Change-25,201 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 21,026

Change-21,026 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 20,934

Change-20,934 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,564

Change-15,564 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 14,830

Change-14,830 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 10,521

Change-10,521 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,175

Change-10,175 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 9,940

Change-9,940 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 9,111

Change-9,111 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,012

Change-9,012 (-100%)

Value—

MB Generational Wealth, LLC

N/A

Shares— from 7,645

Change-7,645 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 7,532

Change-7,532 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 6,799

Change-6,799 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,426

Change-6,426 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 6,052

Change-6,052 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,923

Change-5,923 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 5,808

Change-5,808 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,487

Change-4,487 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 4,427

Change-4,427 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,209

Change-4,209 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,065

Change-4,065 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,012

Change-4,012 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 3,939

Change-3,939 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 3,616

Change-3,616 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 2,952

Change-2,952 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,042

Change-2,042 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,236

Change-1,236 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 1,134

Change-1,134 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,051

Change-1,051 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 477

Change-477 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 324

Change-324 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 227

Change-227 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 210

Change-210 (-100%)

Value—

Blair William & Co

N/A

Shares— from 110

Change-110 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

	Status
Savant Capital, LLC	INCREASED	121,655	120,210	+1,445	+1%	$9.1M	$9.2M	+$33.5K	2026-11-06
Evergreen Capital Management LLC	UNCHANGED	119,047	119,047	0	0%	$9.0M	$9.0M	-$75.0K	2026-10-23
LPL Financial LLC	DECREASED	93,678	105,226	-11,548	-11%	$8.0M	$7.1M	-$935.4K	2026-11-06
Omega Financial Group, LLC	INCREASED	77,625	76,931	+694	+1%	$5.8M	$5.8M	+$3.8K	2026-10-29
Johnson Financial Group, LLC	DECREASED	75,282	81,115	-5,833	-7%	$6.2M	$5.7M	-$490.1K	2026-11-03
Sowell Financial Services LLC	INCREASED	49,874	48,944	+930	+2%	$3.7M	$3.8M	+$39.2K	2026-10-23
Creative Planning	INCREASED	41,298	40,393	+905	+2%	$3.1M	$3.1M	+$42.7K	2026-11-02
Pathway Financial Advisors LLC	DECREASED	39,012	56,453	-17,441	-31%	$4.2M	$2.9M	-$1.3M	2026-10-07
Clear Harbor Asset Management, LLC	INCREASED	30,645	29,684	+961	+3%	$2.3M	$2.3M	+$53.6K	2026-11-05
Cypress Point Wealth Management, LLC	DECREASED	25,910	26,698	-788	-3%	$2.0M	$1.9M	-$76.1K	2026-11-03
Stewardship Concepts Financial Services LLC	DECREASED	21,804	22,303	-499	-2%	$1.7M	$1.6M	-$51.6K	2026-10-06
Williams & Novak Wealth Management, LLC	INCREASED	20,457	20,035	+422	+2%	$1.5M	$1.5M	+$19.1K	2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	DECREASED	17,417	17,638	-221	-1%	$1.3M	$1.3M	-$27.7K	2026-10-27
Rebalance, LLC	UNCHANGED	15,804	15,804	0	0%	$1.2M	$1.2M	-$10.0K	2026-10-22
NorthLanding Financial Partners, LLC	INCREASED	15,728	15,320	+408	+3%	$1.2M	$1.2M	+$21.0K	2026-10-15
Greenspring Advisors, LLC	DECREASED	14,987	15,440	-453	-3%	$1.2M	$1.1M	-$43.8K	2026-11-05
Basso Capital Management, L.P.	NEW	13,505	—	+13,505	—	—	$1.0M	—	2026-10-30
SAX Wealth Advisors, LLC	DECREASED	11,515	14,009	-2,494	-18%	$969.2K	$866.6K	-$102.5K	2026-10-13
Powerhouse Assets LLC	INCREASED	11,325	11,025	+300	+3%	$836.7K	$852.3K	+$15.6K	2026-10-19
Perigon Wealth Management, LLC	UNCHANGED	11,264	11,264	0	0%	$854.8K	$847.7K	-$7.1K	2026-10-22
Trust Co of the South	UNCHANGED	10,395	10,395	0	0%	$788.9K	$782.3K	-$6.5K	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	9,510	9,681	-171	-2%	$734.7K	$715.7K	-$19.0K	2026-11-02
Glass Jacobson Investment Advisors llc	DECREASED	9,486	9,487	-1	0%	$719.9K	$713.9K	-$6.1K	2026-10-26
Avior Wealth Management, LLC	UNCHANGED	9,467	9,467	0	0%	$718.5K	$712.5K	-$6.0K	2026-10-13
Falcon Wealth Planning	UNCHANGED	9,422	9,422	0	0%	$715.0K	$709.1K	-$5.9K	2026-11-06
Simon Quick Advisors, LLC	UNCHANGED	9,105	9,105	0	0%	$691.0K	$685.3K	-$5.7K	2026-10-26
Nottingham Advisors, Inc.	UNCHANGED	8,297	8,297	0	0%	$587.1K	$622.8K	+$35.7K	2026-10-29
Thor Investment Management Inc	INCREASED	7,454	7,136	+318	+4%	$541.6K	$561.0K	+$19.4K	2026-10-13
BIP Wealth, LLC	UNCHANGED	7,157	7,157	0	0%	$543.1K	$538.6K	-$4.5K	2026-10-22
Samalin Investment Counsel, LLC	INCREASED	6,852	6,221	+631	+10%	$472.1K	$515.7K	+$43.6K	2026-10-23
Index Fund Advisors, Inc.	DECREASED	6,545	6,571	-26	0%	$498.6K	$492.5K	-$6.1K	2026-11-05
RED Lighthouse Investment Management, LLC	DECREASED	5,811	5,934	-123	-2%	$450.3K	$437.3K	-$13.0K	2026-11-02
Gould Asset Management LLC	DECREASED	4,660	5,365	-705	-13%	$407.2K	$350.7K	-$56.4K	2026-11-06
Sigma Planning Corp	DECREASED	4,265	4,758	-493	-10%	$361.1K	$321.0K	-$40.1K	2026-10-23
Harbour Capital Advisors, LLC	INCREASED	4,075	3,530	+545	+15%	$265.7K	$306.7K	+$41.0K	2026-10-13
Kohmann Bosshard Financial Services, LLC	UNCHANGED	3,498	3,498	0	0%	$265.5K	$263.3K	-$2.2K	2026-11-04
Bank of New York Mellon Corp	NEW	3,115	—	+3,115	—	—	$234.4K	—	2026-11-05
AlphaCore Capital LLC	DECREASED	1,827	2,792	-965	-35%	$211.9K	$137.5K	-$74.4K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	1,499	1,715	-216	-13%	$129.3K	$112.8K	-$16.5K	2026-10-08
Maryland Capital Advisors Inc.	UNCHANGED	1,370	1,370	0	0%	$104.0K	$103.1K	-$863	2026-10-15
SBI Securities Co., Ltd.	DECREASED	1,217	1,254	-37	-3%	$95.2K	$91.6K	-$3.6K	2026-10-22
Maseco LLP	UNCHANGED	1,112	1,112	0	0%	$84.3K	$83.8K	-$489	2026-10-27
US Bancorp \de\	UNCHANGED	859	859	0	0%	$65.2K	$64.6K	-$542	2026-11-05
Trellis Wealth Advisors LLC	NEW	750	—	+750	—	—	$56.4K	—	2026-10-19
Triumph Capital Management	UNCHANGED	741	741	0	0%	$56.2K	$55.7K	-$467	2026-10-14
Noble Wealth Management PBC	UNCHANGED	400	400	0	0%	$30.4K	$30.1K	-$252	2026-10-01
MB, Levis & Associates, LLC	UNCHANGED	304	304	0	0%	$23.1K	$22.9K	-$191	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	244	244	0	0%	$18.5K	$18.4K	-$154	2026-11-06
Allworth Financial LP	UNCHANGED	185	185	0	0%	$14.0K	$14.0K	$0	2026-11-06
Advocate Investing Services LLC	UNCHANGED	145	145	0	0%	$11.0K	$10.9K	-$91	2026-10-26
Ares Financial Consulting, LLC	NEW	135	—	+135	—	—	$10.2K	—	2026-10-19
Assetmark, Inc	NEW	130	—	+130	—	—	$9.8K	—	2026-10-21
Hilton Head Capital Partners, LLC	DECREASED	102	340	-238	-70%	$25.8K	$7.7K	-$18.1K	2026-10-23
Princeton Global Asset Management LLC	UNCHANGED	51	51	0	0%	$3.9K	$3.8K	-$32	2026-10-21
Richardson Capital Management LLC	UNCHANGED	42	42	0	0%	$3.2K	$3.2K	-$26	2026-10-23
Wealth Enhancement Advisory Services, LLC	CLOSED	0	17,022	-17,022	-100%	$1.3M	$0	-$1.3M	2026-10-13
Virtue Capital Management, LLC	CLOSED	0	3,388	-3,388	-100%	$257.1K	$0	-$257.1K	2026-10-29
Valued Retirements, Inc.	CLOSED	0	3,190	-3,190	-100%	$242.1K	$0	-$242.1K	2026-11-06
AdvisorNet Financial, Inc	CLOSED	0	574	-574	-100%	$43.6K	$0	-$43.6K	2026-10-15
Capital Investment Advisory Services, LLC	CLOSED	0	110	-110	-100%	$8.3K	$0	-$8.3K	2026-10-30
Blue Trust, Inc.	CLOSED	0	66	-66	-100%	$5.0K	$0	-$5.0K	2026-10-15
MML Investors Services, LLC	N/A	—	247,105	-247,105	-100%	$18.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	192,767	-192,767	-100%	$14.6M	—	—	—
State of Wisconsin Investment Board	N/A	—	179,350	-179,350	-100%	$13.6M	—	—	—
Morgan Stanley	N/A	—	172,189	-172,189	-100%	$13.1M	—	—	—
Checchi Capital Advisers, LLC	N/A	—	162,692	-162,692	-100%	$12.3M	—	—	—
Bank of America Corp	N/A	—	144,032	-144,032	-100%	$10.9M	—	—	—
Harbor Advisory Corp	N/A	—	116,281	-116,281	-100%	$8.8M	—	—	—
Old Mission Capital LLC	N/A	—	112,416	-112,416	-100%	$8.5M	—	—	—
Wells Fargo & Company	N/A	—	111,692	-111,692	-100%	$8.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	100,791	-100,791	-100%	$7.6M	—	—	—
Raymond James Financial Inc	N/A	—	90,013	-90,013	-100%	$6.8M	—	—	—
Texas Yale Capital Corp.	N/A	—	67,007	-67,007	-100%	$5.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	53,845	-53,845	-100%	$4.1M	—	—	—
UBS Group AG	N/A	—	47,153	-47,153	-100%	$3.6M	—	—	—
Jane Street Group, LLC	N/A	—	42,715	-42,715	-100%	$3.2M	—	—	—
BlackRock, Inc.	N/A	—	39,812	-39,812	-100%	$3.0M	—	—	—
Cetera Investment Advisers	N/A	—	32,403	-32,403	-100%	$2.5M	—	—	—
Victory Capital Management Inc	N/A	—	26,646	-26,646	-100%	$2.0M	—	—	—
Pure Financial Advisors, LLC	N/A	—	25,201	-25,201	-100%	$1.9M	—	—	—
Summit Financial, LLC	N/A	—	21,026	-21,026	-100%	$1.6M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	20,934	-20,934	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	15,564	-15,564	-100%	$1.2M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	14,830	-14,830	-100%	$1.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	10,521	-10,521	-100%	$798.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,175	-10,175	-100%	$772.2K	—	—	—
Advisory Services Network, LLC	N/A	—	9,940	-9,940	-100%	$754.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	9,111	-9,111	-100%	$692.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,012	-9,012	-100%	$670.0K	—	—	—
MB Generational Wealth, LLC	N/A	—	7,645	-7,645	-100%	$580.2K	—	—	—
Ameriprise Financial Inc	N/A	—	7,532	-7,532	-100%	$571.6K	—	—	—
Nuveen, LLC	N/A	—	6,799	-6,799	-100%	$516.0K	—	—	—
Citadel Advisors LLC	N/A	—	6,426	-6,426	-100%	$487.7K	—	—	—
Coldstream Capital Management Inc	N/A	—	6,052	-6,052	-100%	$459.3K	—	—	—
Royal Bank of Canada	N/A	—	5,923	-5,923	-100%	$449.0K	—	—	—
Cascade Financial Partners, LLC	N/A	—	5,808	-5,808	-100%	$440.8K	—	—	—
Focus Partners Wealth	N/A	—	4,487	-4,487	-100%	$340.5K	—	—	—
Quantinno Capital Management LP	N/A	—	4,427	-4,427	-100%	$336.0K	—	—	—
Private Advisor Group, LLC	N/A	—	4,209	-4,209	-100%	$319.4K	—	—	—
Stifel Financial Corp	N/A	—	4,065	-4,065	-100%	$308.5K	—	—	—
JPMorgan Chase & Co	N/A	—	4,012	-4,012	-100%	$301.4K	—	—	—
M&T Bank Corp	N/A	—	3,939	-3,939	-100%	$298.9K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	3,616	-3,616	-100%	$274.8K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	2,952	-2,952	-100%	$224.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,042	-2,042	-100%	$155.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,000	-2,000	-100%	$151.8K	—	—	—
FMR LLC	N/A	—	1,236	-1,236	-100%	$93.8K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	1,134	-1,134	-100%	$86.1K	—	—	—
Bogart Wealth, LLC	N/A	—	1,051	-1,051	-100%	$79.8K	—	—	—
Harbour Investments, Inc.	N/A	—	477	-477	-100%	$36.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	324	-324	-100%	$24.6K	—	—	—
AE Wealth Management LLC	N/A	—	227	-227	-100%	$17.3K	—	—	—
Bank of Montreal	N/A	—	210	-210	-100%	$15.9K	—	—	—
Blair William & Co	N/A	—	110	-110	-100%	$8.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	40	-40	-100%	$3.0K	—	—	—

Showing 115 of 115 institutions