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Ishares JP Morgan EM Local C (LEMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Keystone Global Partners, LLC
INCREASED
Shares19,936,815 from 19,287
Change+19,917,528 (+103269%)
Value$842.3K (+$24.0K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares764,431 from 770,516
Change-6,085 (-1%)
Value$32.3M (-$395.8K)
Filed 2026-11-05
Sterling Investment Advisors LLC
INCREASED
Shares286,581 from 282,195
Change+4,386 (+2%)
Value$12.1M (+$134.5K)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares260,044 from 259,234
Change+810 (+0%)
Value$11.0M (-$12.4K)
Filed 2026-10-29
Calamos Advisors LLC
DECREASED
Shares190,140 from 320,890
Change-130,750 (-41%)
Value$8.0M (-$5.6M)
Filed 2026-11-02
LAM Group, Inc.
INCREASED
Shares145,925 from 142,385
Change+3,540 (+2%)
Value$6.2M (+$123.9K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
INCREASED
Shares118,633 from 98,812
Change+19,821 (+20%)
Value$5.0M (+$819.9K)
Filed 2026-11-02
Lifetime Wealth Management P.C.
DECREASED
Shares112,937 from 113,623
Change-686 (-1%)
Value$4.8M (-$49.4K)
Filed 2026-10-29
Liberty Atlantic Advisors LLC
INCREASED
Shares109,885 from 89,814
Change+20,071 (+22%)
Value$4.6M (+$831.8K)
Filed 2026-10-14
Sarasin & Partners LLP
DECREASED
Shares106,286 from 107,858
Change-1,572 (-1%)
Value$4.5M (-$85.8K)
Filed 2026-10-13
New Capital Management LP
INCREASED
Shares91,859 from 90,597
Change+1,262 (+1%)
Value$3.9M (+$37.0K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares87,562 from 143,459
Change-55,897 (-39%)
Value$3.7M (-$2.4M)
Filed 2026-10-23
Maseco LLP
DECREASED
Shares81,949 from 90,021
Change-8,072 (-9%)
Value$3.5M (-$357.2K)
Filed 2026-10-27
Kitching Partners, LLC
INCREASED
Shares76,526 from 54,883
Change+21,643 (+39%)
Value$3.2M (+$904.5K)
Filed 2026-11-02
RHS Financial, LLC
INCREASED
Shares65,011 from 47,245
Change+17,766 (+38%)
Value$2.7M (+$742.1K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares62,892
Change+62,892
Value$2.7M
Filed 2026-10-26
Union Bancaire Privee, UBP SA
INCREASED
Shares55,817 from 52,995
Change+2,822 (+5%)
Value$2.3M (+$107.7K)
Filed 2026-11-04
Barings LLC
INCREASED
Shares48,478 from 25,700
Change+22,778 (+89%)
Value$2.0M (+$957.7K)
Filed 2026-10-22
Guidance Capital, Inc
INCREASED
Shares45,942 from 44,206
Change+1,736 (+4%)
Value$1.9M (+$59.8K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
INCREASED
Shares44,805 from 44,701
Change+104 (+0%)
Value$1.9M (-$3.7K)
Filed 2026-10-20
Nilsine Partners, LLC
INCREASED
Shares36,530 from 36,296
Change+234 (+1%)
Value$1.5M (+$3.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares35,284 from 33,579
Change+1,705 (+5%)
Value$1.5M (+$66.0K)
Filed 2026-11-02
Viewpoint Investment Partners Corp
INCREASED
Shares33,000 from 27,600
Change+5,400 (+20%)
Value$1.4M (+$223.2K)
Filed 2026-10-26
Haven Private, LLC
DECREASED
Shares31,974 from 39,458
Change-7,484 (-19%)
Value$1.4M (-$323.3K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares31,575 from 30,755
Change+820 (+3%)
Value$1.3M (+$29.1K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares30,894 from 30,396
Change+498 (+2%)
Value$1.3M (+$11.8K)
Filed 2026-10-13
Vicus Capital
INCREASED
Shares30,552 from 24,465
Change+6,087 (+25%)
Value$1.3M (+$252.8K)
Filed 2026-11-05
Pictet North America Advisors SA
DECREASED
Shares27,779 from 33,309
Change-5,530 (-17%)
Value$1.2M (-$239.6K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares26,653 from 20,681
Change+5,972 (+29%)
Value$1.1M (+$248.6K)
Filed 2026-11-04
Global Assets Advisory, LLC
INCREASED
Shares20,864 from 12,681
Change+8,183 (+65%)
Value$879.7K (+$342.6K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares18,707 from 16,457
Change+2,250 (+14%)
Value$790.4K (+$92.1K)
Filed 2026-10-28
Whitcomb & Hess, Inc.
INCREASED
Shares15,877 from 15,559
Change+318 (+2%)
Value$670.8K (+$10.6K)
Filed 2026-10-07
Chesley Taft & Associates LLC
DECREASED
Shares15,480 from 15,560
Change-80 (-1%)
Value$654.0K (-$6.2K)
Filed 2026-10-13
M Wealth Management, LLC
UNCHANGED
Shares13,588 from 13,588
Change0 (0%)
Value$574.1K (-$2.4K)
Filed 2026-10-14
Breakwater Investment Management
INCREASED
Shares13,316 from 313
Change+13,003 (+4154%)
Value$562.6K (+$549.3K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$532.4K (-$2.3K)
Filed 2026-11-03
Chapman Financial Group, LLC
INCREASED
Shares11,863 from 11,263
Change+600 (+5%)
Value$501.2K (+$23.3K)
Filed 2026-10-26
Interchange Capital Partners, LLC
INCREASED
Shares8,667 from 8,346
Change+321 (+4%)
Value$345.9K (-$8.3K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
INCREASED
Shares8,208 from 7,334
Change+874 (+12%)
Value$346.8K (+$35.6K)
Filed 2026-10-05
Integrated Advisors Network LLC
DECREASED
Shares6,559 from 6,582
Change-23 (0%)
Value$277.1K (-$2.2K)
Filed 2026-10-20
Modera Wealth Management, LLC
UNCHANGED
Shares6,520 from 6,520
Change0 (0%)
Value$275.5K (-$1.2K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares5,563 from 5,562
Change+1 (+0%)
Value$235.0K (-$959)
Filed 2026-10-30
Insight Advisors, LLC/ PA
DECREASED
Shares5,038 from 5,335
Change-297 (-6%)
Value$212.9K (-$13.5K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
NEW
Shares4,877
Change+4,877
Value$206.1K
Filed 2026-11-02
Compagnie Lombard Odier SCmA
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$156.3K (-$666)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares3,477 from 3,477
Change0 (0%)
Value$146.9K (-$625)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares2,786 from 7,938
Change-5,152 (-65%)
Value$117.7K (-$219.1K)
Filed 2026-10-08
Nfsg Corp
NEW
Shares1,168
Change+1,168
Value$49.3K
Filed 2026-10-15
Beacon Financial Strategies Corp
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$40.3K (-$171)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$37.3K (-$158)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares442 from 432
Change+10 (+2%)
Value$18.7K (+$345)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares362 from 882
Change-520 (-59%)
Value$15.3K (-$22.1K)
Filed 2026-10-20
Assetmark, Inc
NEW
Shares139
Change+139
Value$5.9K
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$4.1K (-$17)
Filed 2026-10-15
Arlington Trust Co LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$3.8K (-$16)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares46 from 40
Change+6 (+15%)
Value$1.9K (+$247)
Filed 2026-10-22
Principal Financial Group Inc
CLOSED
Shares0 from 220,000
Change-220,000 (-100%)
Value$0 (-$9.3M)
Filed 2026-11-02
OAK Family Advisors, LLC
CLOSED
Shares0 from 15,180
Change-15,180 (-100%)
Value$0 (-$644.1K)
Filed 2026-10-19
Park Avenue Securities LLC
CLOSED
Shares0 from 10,159
Change-10,159 (-100%)
Value$0 (-$431.0K)
Filed 2026-10-26
WBH Advisory Inc
CLOSED
Shares0 from 9,465
Change-9,465 (-100%)
Value$0 (-$401.6K)
Filed 2026-11-05
US Bancorp \de\
CLOSED
Shares0 from 4,135
Change-4,135 (-100%)
Value$0 (-$175.4K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$76.2K)
Filed 2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-14
Citigroup Inc
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$679)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 1,872,525
Change-1,872,525 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 913,372
Change-913,372 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 786,786
Change-786,786 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 557,661
Change-557,661 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 524,424
Change-524,424 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 429,531
Change-429,531 (-100%)
Value—
UBS Group AG
N/A
Shares— from 396,083
Change-396,083 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 382,103
Change-382,103 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 216,217
Change-216,217 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 215,635
Change-215,635 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 213,690
Change-213,690 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 199,935
Change-199,935 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 171,776
Change-171,776 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 105,907
Change-105,907 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 94,031
Change-94,031 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 73,373
Change-73,373 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 63,585
Change-63,585 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 58,413
Change-58,413 (-100%)
Value—
Obsido Oy
N/A
Shares— from 53,050
Change-53,050 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 46,468
Change-46,468 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 37,970
Change-37,970 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 34,336
Change-34,336 (-100%)
Value—
FMR LLC
N/A
Shares— from 31,874
Change-31,874 (-100%)
Value—
Betterment LLC
N/A
Shares— from 22,550
Change-22,550 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 22,524
Change-22,524 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 21,099
Change-21,099 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 17,174
Change-17,174 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,069
Change-16,069 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 15,520
Change-15,520 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,295
Change-15,295 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,533
Change-13,533 (-100%)
Value—
Barclays PLC
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 11,575
Change-11,575 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,454
Change-11,454 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 11,170
Change-11,170 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 9,927
Change-9,927 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 9,904
Change-9,904 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,860
Change-9,860 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,261
Change-9,261 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,230
Change-8,230 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 8,173
Change-8,173 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,329
Change-7,329 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,123
Change-7,123 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,013
Change-6,013 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,432
Change-3,432 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 360
Change-360 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 174
Change-174 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Keystone Global Partners, LLC
INCREASED19,936,81519,287+19,917,528+103269%$818.3K$842.3K+$24.0K2026-10-13
Bank of New York Mellon Corp
DECREASED764,431770,516-6,085-1%$32.7M$32.3M-$395.8K2026-11-05
Sterling Investment Advisors LLC
INCREASED286,581282,195+4,386+2%$12.0M$12.1M+$134.5K2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED260,044259,234+810+0%$11.0M$11.0M-$12.4K2026-10-29
Calamos Advisors LLC
DECREASED190,140320,890-130,750-41%$13.6M$8.0M-$5.6M2026-11-02
LAM Group, Inc.
INCREASED145,925142,385+3,540+2%$6.0M$6.2M+$123.9K2026-10-26
Walkner Condon Financial Advisors LLC
INCREASED118,63398,812+19,821+20%$4.2M$5.0M+$819.9K2026-11-02
Lifetime Wealth Management P.C.
DECREASED112,937113,623-686-1%$4.8M$4.8M-$49.4K2026-10-29
Liberty Atlantic Advisors LLC
INCREASED109,88589,814+20,071+22%$3.8M$4.6M+$831.8K2026-10-14
Sarasin & Partners LLP
DECREASED106,286107,858-1,572-1%$4.6M$4.5M-$85.8K2026-10-13
New Capital Management LP
INCREASED91,85990,597+1,262+1%$3.8M$3.9M+$37.0K2026-10-29
Apollon Wealth Management, LLC
DECREASED87,562143,459-55,897-39%$6.1M$3.7M-$2.4M2026-10-23
Maseco LLP
DECREASED81,94990,021-8,072-9%$3.8M$3.5M-$357.2K2026-10-27
Kitching Partners, LLC
INCREASED76,52654,883+21,643+39%$2.3M$3.2M+$904.5K2026-11-02
RHS Financial, LLC
INCREASED65,01147,245+17,766+38%$2.0M$2.7M+$742.1K2026-10-13
Leo Wealth, LLC
NEW62,892—+62,892——$2.7M—2026-10-26
Union Bancaire Privee, UBP SA
INCREASED55,81752,995+2,822+5%$2.2M$2.3M+$107.7K2026-11-04
Barings LLC
INCREASED48,47825,700+22,778+89%$1.1M$2.0M+$957.7K2026-10-22
Guidance Capital, Inc
INCREASED45,94244,206+1,736+4%$1.9M$1.9M+$59.8K2026-11-03
Wealth Advisory Solutions, LLC
INCREASED44,80544,701+104+0%$1.9M$1.9M-$3.7K2026-10-20
Nilsine Partners, LLC
INCREASED36,53036,296+234+1%$1.5M$1.5M+$3.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED35,28433,579+1,705+5%$1.4M$1.5M+$66.0K2026-11-02
Viewpoint Investment Partners Corp
INCREASED33,00027,600+5,400+20%$1.2M$1.4M+$223.2K2026-10-26
Haven Private, LLC
DECREASED31,97439,458-7,484-19%$1.7M$1.4M-$323.3K2026-10-27
Oppenheimer & Co Inc
INCREASED31,57530,755+820+3%$1.3M$1.3M+$29.1K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED30,89430,396+498+2%$1.3M$1.3M+$11.8K2026-10-13
Vicus Capital
INCREASED30,55224,465+6,087+25%$1.0M$1.3M+$252.8K2026-11-05
Pictet North America Advisors SA
DECREASED27,77933,309-5,530-17%$1.4M$1.2M-$239.6K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED26,65320,681+5,972+29%$877.5K$1.1M+$248.6K2026-11-04
Global Assets Advisory, LLC
INCREASED20,86412,681+8,183+65%$537.2K$879.7K+$342.6K2026-10-28
D.A. Davidson & Co.
INCREASED18,70716,457+2,250+14%$698.3K$790.4K+$92.1K2026-10-28
Whitcomb & Hess, Inc.
INCREASED15,87715,559+318+2%$660.2K$670.8K+$10.6K2026-10-07
Chesley Taft & Associates LLC
DECREASED15,48015,560-80-1%$660.2K$654.0K-$6.2K2026-10-13
M Wealth Management, LLC
UNCHANGED13,58813,58800%$576.5K$574.1K-$2.4K2026-10-14
Breakwater Investment Management
INCREASED13,316313+13,003+4154%$13.3K$562.6K+$549.3K2026-10-20
Mirae Asset Global Investments Co., Ltd.
UNCHANGED12,60012,60000%$534.6K$532.4K-$2.3K2026-11-03
Chapman Financial Group, LLC
INCREASED11,86311,263+600+5%$477.9K$501.2K+$23.3K2026-10-26
Interchange Capital Partners, LLC
INCREASED8,6678,346+321+4%$354.1K$345.9K-$8.3K2026-10-28
Rosenberg Matthew Hamilton
INCREASED8,2087,334+874+12%$311.2K$346.8K+$35.6K2026-10-05
Integrated Advisors Network LLC
DECREASED6,5596,582-230%$279.3K$277.1K-$2.2K2026-10-20
Modera Wealth Management, LLC
UNCHANGED6,5206,52000%$276.6K$275.5K-$1.2K2026-10-28
Truist Financial Corp
INCREASED5,5635,562+1+0%$236.0K$235.0K-$9592026-10-30
Insight Advisors, LLC/ PA
DECREASED5,0385,335-297-6%$226.4K$212.9K-$13.5K2026-10-22
Commonwealth Equity Services, LLC
NEW4,877—+4,877——$206.1K—2026-11-02
Compagnie Lombard Odier SCmA
UNCHANGED3,7003,70000%$157.0K$156.3K-$6662026-11-04
Fifth Third Bancorp
UNCHANGED3,4773,47700%$147.5K$146.9K-$6252026-11-05
Farther Finance Advisors, LLC
DECREASED2,7867,938-5,152-65%$336.8K$117.7K-$219.1K2026-10-08
Nfsg Corp
NEW1,168—+1,168——$49.3K—2026-10-15
Beacon Financial Strategies Corp
UNCHANGED95395300%$40.4K$40.3K-$1712026-10-14
CoreCap Advisors, LLC
UNCHANGED88288200%$37.4K$37.3K-$1582026-10-08
Creative Financial Designs Inc
INCREASED442432+10+2%$18.3K$18.7K+$3452026-11-04
Private Trust Co NA
DECREASED362882-520-59%$37.4K$15.3K-$22.1K2026-10-20
Assetmark, Inc
NEW139—+139——$5.9K—2026-10-21
Blue Trust, Inc.
UNCHANGED989800%$4.2K$4.1K-$172026-10-15
Arlington Trust Co LLC
UNCHANGED909000%$3.8K$3.8K-$162026-10-20
SBI Securities Co., Ltd.
INCREASED4640+6+15%$1.7K$1.9K+$2472026-10-22
Principal Financial Group Inc
CLOSED0220,000-220,000-100%$9.3M$0-$9.3M2026-11-02
OAK Family Advisors, LLC
CLOSED015,180-15,180-100%$644.1K$0-$644.1K2026-10-19
Park Avenue Securities LLC
CLOSED010,159-10,159-100%$431.0K$0-$431.0K2026-10-26
WBH Advisory Inc
CLOSED09,465-9,465-100%$401.6K$0-$401.6K2026-11-05
US Bancorp \de\
CLOSED04,135-4,135-100%$175.4K$0-$175.4K2026-11-05
International Assets Investment Management, LLC
CLOSED01,800-1,800-100%$76.2K$0-$76.2K2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0158-158-100%$7.3K$0-$7.3K2026-10-14
Citigroup Inc
CLOSED016-16-100%$679$0-$6792026-11-04
BlackRock, Inc.
N/A—1,872,525-1,872,525-100%$79.5M———
Goldman Sachs Group Inc
N/A—913,372-913,372-100%$38.8M———
Schroder Investment Management Group
N/A—786,786-786,786-100%$33.4M———
Checchi Capital Advisers, LLC
N/A—557,661-557,661-100%$23.7M———
Partners Capital Investment Group, LLP
N/A—524,424-524,424-100%$22.3M———
Northern Trust Corp
N/A—429,531-429,531-100%$18.2M———
UBS Group AG
N/A—396,083-396,083-100%$16.8M———
Envestnet Asset Management Inc
N/A—382,103-382,103-100%$16.2M———
Royal Bank of Canada
N/A—216,217-216,217-100%$9.2M———
Bank of America Corp
N/A—215,635-215,635-100%$9.1M———
LPL Financial LLC
N/A—213,690-213,690-100%$9.1M———
Wells Fargo & Company
N/A—199,935-199,935-100%$8.5M———
Franklin Resources Inc
N/A—171,776-171,776-100%$7.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—105,907-105,907-100%$4.5M———
Morgan Stanley
N/A—94,031-94,031-100%$4.0M———
Sanctuary Advisors, LLC
N/A—73,373-73,373-100%$3.1M———
MML Investors Services, LLC
N/A—63,585-63,585-100%$2.7M———
Foster & Motley Inc
N/A—58,413-58,413-100%$2.5M———
Obsido Oy
N/A—53,050-53,050-100%$2.3M———
Cetera Investment Advisers
N/A—46,468-46,468-100%$2.0M———
Forum Finance Group S.A.
N/A—37,970-37,970-100%$1.3K———
Ameriprise Financial Inc
N/A—34,336-34,336-100%$1.5M———
FMR LLC
N/A—31,874-31,874-100%$1.4M———
Betterment LLC
N/A—22,550-22,550-100%$957.0K———
Strategic Financial Planning, Inc.
N/A—22,524-22,524-100%$953.9K———
Alteri Wealth LLC
N/A—21,099-21,099-100%$895.2K———
Leavell Investment Management, Inc.
N/A—17,174-17,174-100%$728.7K———
JPMorgan Chase & Co
N/A—16,069-16,069-100%$681.8K———
RWA Wealth Partners, LLC
N/A—15,520-15,520-100%$658.5K———
Raymond James Financial Inc
N/A—15,295-15,295-100%$649.0K———
Focus Partners Wealth
N/A—13,533-13,533-100%$574.2K———
Barclays PLC
N/A—13,350-13,350-100%$566.4K———
Comprehensive Money Management Services LLC
N/A—11,575-11,575-100%$491.1K———
NewEdge Advisors, LLC
N/A—11,454-11,454-100%$486.0K———
Maridea Wealth Management LLC
N/A—11,170-11,170-100%$473.9K———
M&T Bank Corp
N/A—11,030-11,030-100%$468.0K———
Pathstone Holdings, LLC
N/A—9,927-9,927-100%$421.2K———
Fisher Asset Management, LLC
N/A—9,904-9,904-100%$420.2K———
Arkadios Wealth Advisors
N/A—9,860-9,860-100%$418.4K———
Trivium Point Advisory, LLC
N/A—9,450-9,450-100%$401.0K———
Bank of Montreal
N/A—9,261-9,261-100%$392.9K———
Capital Analysts, LLC
N/A—8,230-8,230-100%$349.0K———
Purpose Unlimited Inc.
N/A—8,173-8,173-100%$352.4K———
Jane Street Group, LLC
N/A—7,865-7,865-100%$333.7K———
Scotia Capital Inc.
N/A—7,857-7,857-100%$333.4K———
Cerity Partners LLC
N/A—7,329-7,329-100%$311.0K———
Osaic Holdings, Inc.
N/A—7,123-7,123-100%$302.3K———
Citadel Advisors LLC
N/A—6,013-6,013-100%$255.1K———
Tortoise Investment Management, LLC
N/A—5,750-5,750-100%$244.0K———
HRT Financial LP
N/A—5,384-5,384-100%$228.0K———
Composition Wealth, LLC
N/A—5,162-5,162-100%$219.0K———
Whittier Trust Co of Nevada Inc
N/A—4,810-4,810-100%$204.4K———
Regatta Research & Money Management
N/A—3,432-3,432-100%$145.6K———
Transamerica Financial Advisors, LLC
N/A—2,257-2,257-100%$95.8K———
National Bank of Canada
N/A—1,629-1,629-100%$69.1K———
Rockefeller Capital Management L.P.
N/A—1,552-1,552-100%$65.9K———
O'shaughnessy Asset Management, LLC
N/A—1,512-1,512-100%$64.2K———
Steward Partners Investment Advisory, LLC
N/A—623-623-100%$26.4K———
Atomic Invest LLC
N/A—422-422-100%$17.9K———
Northwestern Mutual Wealth Management Co
N/A—360-360-100%$15.3K———
Bogart Wealth, LLC
N/A—269-269-100%$11.4K———
Park Place Capital Corp
N/A—174-174-100%$7.4K———
Front Row Advisors LLC
N/A—150-150-100%$6.4K———
PNC Financial Services Group, Inc.
N/A—118-118-100%$5.0K———
AE Wealth Management LLC
N/A—68-68-100%$2.9K———
Harbour Investments, Inc.
N/A—47-47-100%$2.0K———
UBS Asset Management Americas LLC
N/A—46-46-100%$2.0K———
Arax Advisory Partners
N/A—13-13-100%$552———
Showing 132 of 132 institutions