Ishares Msci Israel ETF (EIS)

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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Nilsine Partners, LLC

INCREASED

Shares82,545 from 79,749

Change+2,796 (+4%)

Value$10.0M (+$387.8K)

Filed 2026-11-02

CoreCap Advisors, LLC

INCREASED

Shares46,657 from 45,170

Change+1,487 (+3%)

Value$5.7M (+$208.1K)

Filed 2026-10-08

LPL Financial LLC

DECREASED

Shares34,595 from 35,087

Change-492 (-1%)

Value$4.2M (-$38.3K)

Filed 2026-11-06

NewSquare Capital LLC

DECREASED

Shares31,650 from 32,532

Change-882 (-3%)

Value$3.8M (-$87.2K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares28,509 from 30,535

Change-2,026 (-7%)

Value$3.5M (-$227.1K)

Filed 2026-11-02

Swiss Life Asset Management Ltd

INCREASED

Shares27,400 from 26,167

Change+1,233 (+5%)

Value$3.3M (+$165.5K)

Filed 2026-11-03

Cypress Capital Group

INCREASED

Shares19,420 from 18,990

Change+430 (+2%)

Value$2.4M (+$63.8K)

Filed 2026-11-03

Sepio Capital, LP

INCREASED

Shares18,614 from 18,557

Change+57 (+0%)

Value$2.3M (+$18.2K)

Filed 2026-10-22

Davenport & Co LLC

UNCHANGED

Shares12,755 from 12,755

Change0 (0%)

Value$1.5M (+$7.8K)

Filed 2026-10-14

Kestra Advisory Services, LLC

INCREASED

Shares10,499 from 8,389

Change+2,110 (+25%)

Value$1.3M (+$261.1K)

Filed 2026-11-02

Contravisory Investment Management, Inc.

DECREASED

Shares10,436 from 11,104

Change-668 (-6%)

Value$1.3M (-$74.3K)

Filed 2026-10-13

RVW Wealth, LLC

INCREASED

Shares8,021 from 8,008

Change+13 (+0%)

Value$973.1K (+$6.5K)

Filed 2026-10-06

TD Waterhouse Canada Inc.

DECREASED

Shares7,587 from 7,637

Change-50 (-1%)

Value$917.8K (-$3.6K)

Filed 2026-10-16

Csenge Advisory Group

INCREASED

Shares6,671 from 6,222

Change+449 (+7%)

Value$809.4K (+$58.3K)

Filed 2026-11-04

Creative Planning

DECREASED

Shares6,406 from 6,574

Change-168 (-3%)

Value$777.2K (-$16.3K)

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares5,833 from 3,217

Change+2,616 (+81%)

Value$707.7K (+$319.3K)

Filed 2026-10-16

Beaumont Financial Advisors, LLC

UNCHANGED

Shares5,550 from 5,550

Change0 (0%)

Value$673.3K (+$3.4K)

Filed 2026-10-22

Castle Rock Wealth Management, LLC

DECREASED

Shares5,461 from 5,689

Change-228 (-4%)

Value$656.6K (-$29.5K)

Filed 2026-10-09

Analyst IMS Investment Management Services Ltd.

INCREASED

Shares5,245 from 4,990

Change+255 (+5%)

Value$636.0K (+$34.0K)

Filed 2026-11-05

Trust Co of Oklahoma

UNCHANGED

Shares5,036 from 5,036

Change0 (0%)

Value$611.0K (+$3.1K)

Filed 2026-10-15

CX Institutional

INCREASED

Shares4,887 from 4,792

Change+95 (+2%)

Value$593 (+$15)

Filed 2026-10-02

Arrow Investment Advisors, LLC

DECREASED

Shares4,369 from 4,435

Change-66 (-1%)

Value$530.0K (-$5.3K)

Filed 2026-11-02

Evolution Wealth Advisors, LLC

UNCHANGED

Shares4,330 from 4,330

Change0 (0%)

Value$525.3K (+$2.6K)

Filed 2026-11-03

Rinkey Investments

DECREASED

Shares4,140 from 4,469

Change-329 (-7%)

Value$502.3K (-$37.2K)

Filed 2026-10-28

Nadler Financial Group, Inc.

UNCHANGED

Shares4,050 from 4,050

Change0 (0%)

Value$491.3K (+$2.5K)

Filed 2026-10-23

Blue Trust, Inc.

UNCHANGED

Shares4,037 from 4,037

Change0 (0%)

Value$489.8K (+$2.5K)

Filed 2026-10-15

Israel Discount Bank of New York

DECREASED

Shares3,903 from 3,920

Change-17 (0%)

Value$473.5K (+$329)

Filed 2026-10-14

Certuity, LLC

UNCHANGED

Shares3,743 from 3,743

Change0 (0%)

Value$454.1K (+$2.3K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares3,654 from 3,619

Change+35 (+1%)

Value$443.3K (+$6.5K)

Filed 2026-10-30

Pioneer Family Office, LLC

UNCHANGED

Shares3,315 from 3,315

Change0 (0%)

Value$402.5K (+$2.3K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares3,301 from 3,321

Change-20 (-1%)

Value$400.0K (-$1.0K)

Filed 2026-11-02

Cyndeo Wealth Partners, LLC

DECREASED

Shares3,158 from 3,358

Change-200 (-6%)

Value$383.2K (-$22.2K)

Filed 2026-10-16

BigSur Wealth Management LLC

DECREASED

Shares3,000 from 8,400

Change-5,400 (-64%)

Value$364.0K (-$650.0K)

Filed 2026-10-13

Harel Insurance Investments & Financial Services Ltd.

UNCHANGED

Shares2,780 from 2,780

Change0 (0%)

Value$337.0K (+$1.0K)

Filed 2026-11-02

HB Wealth Management, LLC

NEW

Shares2,727

Change+2,727

Value$330.8K

Filed 2026-10-23

International Assets Investment Management, LLC

INCREASED

Shares2,642 from 2,552

Change+90 (+4%)

Value$320.2K (+$12.4K)

Filed 2026-11-02

Miller Global Investments, LLC

DECREASED

Shares2,370 from 2,401

Change-31 (-1%)

Value$287.5K (-$2.3K)

Filed 2026-10-02

Inspirion Wealth Advisors, LLC

UNCHANGED

Shares2,350 from 2,350

Change0 (0%)

Value$285.1K (+$1.7K)

Filed 2026-10-09

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,314 from 2,295

Change+19 (+1%)

Value$272.2K (-$1.8K)

Filed 2026-10-13

First National Trust Co

INCREASED

Shares2,169 from 2,025

Change+144 (+7%)

Value$263.1K (+$18.7K)

Filed 2026-10-28

Vontobel Holding Ltd.

UNCHANGED

Shares2,100 from 2,100

Change0 (0%)

Value$254.8K (+$1.3K)

Filed 2026-10-16

Mesirow Financial Investment Management, Inc.

INCREASED

Shares2,040 from 1,969

Change+71 (+4%)

Value$247.5K (+$9.8K)

Filed 2026-11-05

Summit Place Financial Advisors, LLC

UNCHANGED

Shares2,010 from 2,010

Change0 (0%)

Value$243.9K (+$1.2K)

Filed 2026-10-23

Bank of New York Mellon Corp

NEW

Shares1,950

Change+1,950

Value$236.6K

Filed 2026-11-05

Able Wealth Management LLC

INCREASED

Shares1,867 from 1,735

Change+132 (+8%)

Value$227.4K (+$18.0K)

Filed 2026-10-13

Winthrop Advisory Group LLC

UNCHANGED

Shares1,825 from 1,825

Change0 (0%)

Value$221.4K (+$1.1K)

Filed 2026-10-22

US Bancorp \de\

DECREASED

Shares1,820 from 1,842

Change-22 (-1%)

Value$220.8K (-$1.5K)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

INCREASED

Shares1,813 from 259

Change+1,554 (+600%)

Value$220.0K (+$188.7K)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares1,799 from 1,799

Change0 (0%)

Value$217.2K ($0)

Filed 2026-11-06

Sage Financial Group Inc

DECREASED

Shares1,713 from 1,731

Change-18 (-1%)

Value$207.8K (-$1.1K)

Filed 2026-10-27

J. Safra Sarasin Holding AG

NEW

Shares1,712

Change+1,712

Value$207.7K

Filed 2026-10-26

PNC Financial Services Group, Inc.

DECREASED

Shares1,165 from 1,325

Change-160 (-12%)

Value$141.3K (-$18.6K)

Filed 2026-11-06

JFS Wealth Advisors, LLC

UNCHANGED

Shares920 from 920

Change0 (0%)

Value$111.6K (+$561)

Filed 2026-11-03

Acropolis Investment Management, LLC

NEW

Shares825

Change+825

Value$100.1K

Filed 2026-10-08

Activest Wealth Management

INCREASED

Shares795 from 625

Change+170 (+27%)

Value$96.4K (+$21.0K)

Filed 2026-10-15

Provenance Wealth Advisors, LLC

UNCHANGED

Shares795 from 795

Change0 (0%)

Value$96.4K (+$485)

Filed 2026-10-30

Westside Investment Management, Inc.

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$72.8K (+$366)

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares562 from 572

Change-10 (-2%)

Value$68.2K (-$864)

Filed 2026-10-08

Ascentis Independent Advisors

NEW

Shares500

Change+500

Value$60.7K

Filed 2026-11-03

West Branch Capital LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$60.7K (+$305)

Filed 2026-10-20

Princeton Global Asset Management LLC

UNCHANGED

Shares429 from 429

Change0 (0%)

Value$52.1K (+$262)

Filed 2026-10-21

Y.D. More Investments Ltd

DECREASED

Shares400 from 532

Change-132 (-25%)

Value$48.5K (-$8.3K)

Filed 2026-11-02

Barclays PLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$48.5K (+$244)

Filed 2026-11-06

AlphaCore Capital LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$48.5K (+$244)

Filed 2026-11-04

Triumph Capital Management

INCREASED

Shares345 from 344

Change+1 (+0%)

Value$41.9K (+$376)

Filed 2026-10-14

Lanark Financial, Inc.

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$27.9K (+$141)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

INCREASED

Shares201 from 100

Change+101 (+101%)

Value$24.4K (+$12.3K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares180

Change+180

Value$21.8K

Filed 2026-10-21

Grove Bank & Trust

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$21.8K (+$110)

Filed 2026-10-08

Viewpoint Capital Management LLC

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$19.4K (+$97)

Filed 2026-10-27

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares116 from 116

Change0 (0%)

Value$14.1K (+$71)

Filed 2026-10-13

Financial Consulate, Inc

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$13.1K (+$66)

Filed 2026-10-23

Valley National Advisers Inc

UNCHANGED

Shares96 from 96

Change0 (0%)

Value$11.6K (+$58)

Filed 2026-10-23

Jacobi Capital Management LLC

NEW

Shares78

Change+78

Value$9.5K

Filed 2026-11-05

Compass Financial Management LLC

DECREASED

Shares52 from 304

Change-252 (-83%)

Value$6.3K (-$30.4K)

Filed 2026-10-30

Parallel Advisors, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$6.1K (+$30)

Filed 2026-11-03

North Star Investment Management Corp.

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$4.9K (+$25)

Filed 2026-10-27

4Thought Financial Group Inc.

INCREASED

Shares34 from 33

Change+1 (+3%)

Value$4.1K (+$53)

Filed 2026-11-02

Bare Financial Services, Inc

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$3.5K (+$17)

Filed 2026-11-04

Angeles Wealth Management, LLC

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$3.5K (+$17)

Filed 2026-10-26

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$3.0K (+$15)

Filed 2026-10-29

Fifth Third Bancorp

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$2.5K (+$13)

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares5 from 7

Change-2 (-29%)

Value$1 ($0)

Filed 2026-10-30

Monument Capital Management

CLOSED

Shares0 from 35,542

Change-35,542 (-100%)

Value$0 (-$4.3M)

Filed 2026-10-09

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 2,365

Change-2,365 (-100%)

Value$0 (-$285.4K)

Filed 2026-11-06

Sunpointe, LLC

CLOSED

Shares0 from 1,911

Change-1,911 (-100%)

Value$0 (-$230.7K)

Filed 2026-10-22

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 312

Change-312 (-100%)

Value$0 (-$37.7K)

Filed 2026-11-03

MCF Advisors LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$24.1K)

Filed 2026-10-28

Costello Asset Management, Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$121)

Filed 2026-10-30

Korea Investment Corp

N/A

Shares— from 436,085

Change-436,085 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 167,882

Change-167,882 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 112,217

Change-112,217 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 74,257

Change-74,257 (-100%)

Value—

UBS Group AG

N/A

Shares— from 58,661

Change-58,661 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 53,120

Change-53,120 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 49,174

Change-49,174 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 47,616

Change-47,616 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 36,708

Change-36,708 (-100%)

Value—

Nepc LLC

N/A

Shares— from 36,534

Change-36,534 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 28,849

Change-28,849 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 28,085

Change-28,085 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 21,649

Change-21,649 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 17,956

Change-17,956 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 16,560

Change-16,560 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,009

Change-16,009 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 15,676

Change-15,676 (-100%)

Value—

BBR Partners, LLC

N/A

Shares— from 14,992

Change-14,992 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 14,889

Change-14,889 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,196

Change-13,196 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 13,082

Change-13,082 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 12,837

Change-12,837 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 12,189

Change-12,189 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,121

Change-12,121 (-100%)

Value—

Calydon Capital

N/A

Shares— from 11,768

Change-11,768 (-100%)

Value—

Legacy Capital Group California, Inc.

N/A

Shares— from 10,997

Change-10,997 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 9,758

Change-9,758 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 9,209

Change-9,209 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 8,240

Change-8,240 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 7,449

Change-7,449 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 7,372

Change-7,372 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 7,236

Change-7,236 (-100%)

Value—

Knollwood Investment Advisory, LLC

N/A

Shares— from 6,925

Change-6,925 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 6,872

Change-6,872 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 6,654

Change-6,654 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 6,174

Change-6,174 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 5,684

Change-5,684 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 4,470

Change-4,470 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,443

Change-4,443 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 4,405

Change-4,405 (-100%)

Value—

Wealth Care LLC

N/A

Shares— from 4,141

Change-4,141 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,075

Change-4,075 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 4,048

Change-4,048 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 3,942

Change-3,942 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,938

Change-3,938 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 3,837

Change-3,837 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 3,815

Change-3,815 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 3,610

Change-3,610 (-100%)

Value—

Roundview Capital LLC

N/A

Shares— from 3,345

Change-3,345 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 3,278

Change-3,278 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 2,905

Change-2,905 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,863

Change-2,863 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 2,863

Change-2,863 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,803

Change-2,803 (-100%)

Value—

Leith Wheeler Investment Counsel Ltd.

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 2,756

Change-2,756 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,604

Change-2,604 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,521

Change-2,521 (-100%)

Value—

BlackDiamond Wealth Management, LLC

N/A

Shares— from 2,410

Change-2,410 (-100%)

Value—

EFG International AG

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 2,269

Change-2,269 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,027

Change-2,027 (-100%)

Value—

Spirepoint Private Client, LLC

N/A

Shares— from 1,850

Change-1,850 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 1,840

Change-1,840 (-100%)

Value—

Baron Silver Stevens Financial Advisors, LLC

N/A

Shares— from 1,786

Change-1,786 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 1,749

Change-1,749 (-100%)

Value—

Signet Private Wealth LLC

N/A

Shares— from 1,715

Change-1,715 (-100%)

Value—

Ackerman Asset Management, LLC

N/A

Shares— from 1,670

Change-1,670 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 1,559

Change-1,559 (-100%)

Value—

Marvin & Palmer Associates Inc

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

Edmond de Rothschild Holding S.A.

N/A

Shares— from 986

Change-986 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 980

Change-980 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 759

Change-759 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 676

Change-676 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 664

Change-664 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 513

Change-513 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 472

Change-472 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 384

Change-384 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 239

Change-239 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 238

Change-238 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 179

Change-179 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 170

Change-170 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 148

Change-148 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 143

Change-143 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 130

Change-130 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 116

Change-116 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 80

Change-80 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 75

Change-75 (-100%)

Value—

Kiker Wealth Management, LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Battery Global Advisors, LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 28

Change-28 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Nilsine Partners, LLC	INCREASED	82,545	79,749	+2,796	+4%	$9.6M	$10.0M	+$387.8K	2026-11-02
CoreCap Advisors, LLC	INCREASED	46,657	45,170	+1,487	+3%	$5.5M	$5.7M	+$208.1K	2026-10-08
LPL Financial LLC	DECREASED	34,595	35,087	-492	-1%	$4.2M	$4.2M	-$38.3K	2026-11-06
NewSquare Capital LLC	DECREASED	31,650	32,532	-882	-3%	$3.9M	$3.8M	-$87.2K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	28,509	30,535	-2,026	-7%	$3.7M	$3.5M	-$227.1K	2026-11-02
Swiss Life Asset Management Ltd	INCREASED	27,400	26,167	+1,233	+5%	$3.2M	$3.3M	+$165.5K	2026-11-03
Cypress Capital Group	INCREASED	19,420	18,990	+430	+2%	$2.3M	$2.4M	+$63.8K	2026-11-03
Sepio Capital, LP	INCREASED	18,614	18,557	+57	+0%	$2.2M	$2.3M	+$18.2K	2026-10-22
Davenport & Co LLC	UNCHANGED	12,755	12,755	0	0%	$1.5M	$1.5M	+$7.8K	2026-10-14
Kestra Advisory Services, LLC	INCREASED	10,499	8,389	+2,110	+25%	$1.0M	$1.3M	+$261.1K	2026-11-02
Contravisory Investment Management, Inc.	DECREASED	10,436	11,104	-668	-6%	$1.3M	$1.3M	-$74.3K	2026-10-13
RVW Wealth, LLC	INCREASED	8,021	8,008	+13	+0%	$966.6K	$973.1K	+$6.5K	2026-10-06
TD Waterhouse Canada Inc.	DECREASED	7,587	7,637	-50	-1%	$921.4K	$917.8K	-$3.6K	2026-10-16
Csenge Advisory Group	INCREASED	6,671	6,222	+449	+7%	$751.1K	$809.4K	+$58.3K	2026-11-04
Creative Planning	DECREASED	6,406	6,574	-168	-3%	$793.5K	$777.2K	-$16.3K	2026-11-02
IFP Advisors, Inc	INCREASED	5,833	3,217	+2,616	+81%	$388.3K	$707.7K	+$319.3K	2026-10-16
Beaumont Financial Advisors, LLC	UNCHANGED	5,550	5,550	0	0%	$669.9K	$673.3K	+$3.4K	2026-10-22
Castle Rock Wealth Management, LLC	DECREASED	5,461	5,689	-228	-4%	$686.1K	$656.6K	-$29.5K	2026-10-09
Analyst IMS Investment Management Services Ltd.	INCREASED	5,245	4,990	+255	+5%	$602.0K	$636.0K	+$34.0K	2026-11-05
Trust Co of Oklahoma	UNCHANGED	5,036	5,036	0	0%	$607.9K	$611.0K	+$3.1K	2026-10-15
CX Institutional	INCREASED	4,887	4,792	+95	+2%	$578	$593	+$15	2026-10-02
Arrow Investment Advisors, LLC	DECREASED	4,369	4,435	-66	-1%	$535.3K	$530.0K	-$5.3K	2026-11-02
Evolution Wealth Advisors, LLC	UNCHANGED	4,330	4,330	0	0%	$522.7K	$525.3K	+$2.6K	2026-11-03
Rinkey Investments	DECREASED	4,140	4,469	-329	-7%	$539.5K	$502.3K	-$37.2K	2026-10-28
Nadler Financial Group, Inc.	UNCHANGED	4,050	4,050	0	0%	$488.9K	$491.3K	+$2.5K	2026-10-23
Blue Trust, Inc.	UNCHANGED	4,037	4,037	0	0%	$487.3K	$489.8K	+$2.5K	2026-10-15
Israel Discount Bank of New York	DECREASED	3,903	3,920	-17	0%	$473.2K	$473.5K	+$329	2026-10-14
Certuity, LLC	UNCHANGED	3,743	3,743	0	0%	$451.8K	$454.1K	+$2.3K	2026-11-02
Truist Financial Corp	INCREASED	3,654	3,619	+35	+1%	$436.9K	$443.3K	+$6.5K	2026-10-30
Pioneer Family Office, LLC	UNCHANGED	3,315	3,315	0	0%	$400.2K	$402.5K	+$2.3K	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	3,301	3,321	-20	-1%	$401.0K	$400.0K	-$1.0K	2026-11-02
Cyndeo Wealth Partners, LLC	DECREASED	3,158	3,358	-200	-6%	$405.4K	$383.2K	-$22.2K	2026-10-16
BigSur Wealth Management LLC	DECREASED	3,000	8,400	-5,400	-64%	$1.0M	$364.0K	-$650.0K	2026-10-13
Harel Insurance Investments & Financial Services Ltd.	UNCHANGED	2,780	2,780	0	0%	$336.0K	$337.0K	+$1.0K	2026-11-02
HB Wealth Management, LLC	NEW	2,727	—	+2,727	—	—	$330.8K	—	2026-10-23
International Assets Investment Management, LLC	INCREASED	2,642	2,552	+90	+4%	$307.8K	$320.2K	+$12.4K	2026-11-02
Miller Global Investments, LLC	DECREASED	2,370	2,401	-31	-1%	$289.8K	$287.5K	-$2.3K	2026-10-02
Inspirion Wealth Advisors, LLC	UNCHANGED	2,350	2,350	0	0%	$283.4K	$285.1K	+$1.7K	2026-10-09
Wealth Enhancement Advisory Services, LLC	INCREASED	2,314	2,295	+19	+1%	$274.0K	$272.2K	-$1.8K	2026-10-13
First National Trust Co	INCREASED	2,169	2,025	+144	+7%	$244.4K	$263.1K	+$18.7K	2026-10-28
Vontobel Holding Ltd.	UNCHANGED	2,100	2,100	0	0%	$253.5K	$254.8K	+$1.3K	2026-10-16
Mesirow Financial Investment Management, Inc.	INCREASED	2,040	1,969	+71	+4%	$237.7K	$247.5K	+$9.8K	2026-11-05
Summit Place Financial Advisors, LLC	UNCHANGED	2,010	2,010	0	0%	$242.6K	$243.9K	+$1.2K	2026-10-23
Bank of New York Mellon Corp	NEW	1,950	—	+1,950	—	—	$236.6K	—	2026-11-05
Able Wealth Management LLC	INCREASED	1,867	1,735	+132	+8%	$209.4K	$227.4K	+$18.0K	2026-10-13
Winthrop Advisory Group LLC	UNCHANGED	1,825	1,825	0	0%	$220.3K	$221.4K	+$1.1K	2026-10-22
US Bancorp \de\	DECREASED	1,820	1,842	-22	-1%	$222.3K	$220.8K	-$1.5K	2026-11-05
Ashton Thomas Private Wealth, LLC	INCREASED	1,813	259	+1,554	+600%	$31.3K	$220.0K	+$188.7K	2026-11-03
Allworth Financial LP	UNCHANGED	1,799	1,799	0	0%	$217.2K	$217.2K	$0	2026-11-06
Sage Financial Group Inc	DECREASED	1,713	1,731	-18	-1%	$209.0K	$207.8K	-$1.1K	2026-10-27
J. Safra Sarasin Holding AG	NEW	1,712	—	+1,712	—	—	$207.7K	—	2026-10-26
PNC Financial Services Group, Inc.	DECREASED	1,165	1,325	-160	-12%	$159.9K	$141.3K	-$18.6K	2026-11-06
JFS Wealth Advisors, LLC	UNCHANGED	920	920	0	0%	$111.1K	$111.6K	+$561	2026-11-03
Acropolis Investment Management, LLC	NEW	825	—	+825	—	—	$100.1K	—	2026-10-08
Activest Wealth Management	INCREASED	795	625	+170	+27%	$75.4K	$96.4K	+$21.0K	2026-10-15
Provenance Wealth Advisors, LLC	UNCHANGED	795	795	0	0%	$96.0K	$96.4K	+$485	2026-10-30
Westside Investment Management, Inc.	UNCHANGED	600	600	0	0%	$72.4K	$72.8K	+$366	2026-11-02
Farther Finance Advisors, LLC	DECREASED	562	572	-10	-2%	$69.0K	$68.2K	-$864	2026-10-08
Ascentis Independent Advisors	NEW	500	—	+500	—	—	$60.7K	—	2026-11-03
West Branch Capital LLC	UNCHANGED	500	500	0	0%	$60.4K	$60.7K	+$305	2026-10-20
Princeton Global Asset Management LLC	UNCHANGED	429	429	0	0%	$51.8K	$52.1K	+$262	2026-10-21
Y.D. More Investments Ltd	DECREASED	400	532	-132	-25%	$56.8K	$48.5K	-$8.3K	2026-11-02
Barclays PLC	UNCHANGED	400	400	0	0%	$48.3K	$48.5K	+$244	2026-11-06
AlphaCore Capital LLC	UNCHANGED	400	400	0	0%	$48.3K	$48.5K	+$244	2026-11-04
Triumph Capital Management	INCREASED	345	344	+1	+0%	$41.5K	$41.9K	+$376	2026-10-14
Lanark Financial, Inc.	UNCHANGED	230	230	0	0%	$27.8K	$27.9K	+$141	2026-10-26
EverSource Wealth Advisors, LLC	INCREASED	201	100	+101	+101%	$12.1K	$24.4K	+$12.3K	2026-11-04
Root Financial Partners, LLC	NEW	180	—	+180	—	—	$21.8K	—	2026-10-21
Grove Bank & Trust	UNCHANGED	180	180	0	0%	$21.7K	$21.8K	+$110	2026-10-08
Viewpoint Capital Management LLC	UNCHANGED	160	160	0	0%	$19.3K	$19.4K	+$97	2026-10-27
Beacon Investment Advisory Services, Inc.	UNCHANGED	116	116	0	0%	$14.0K	$14.1K	+$71	2026-10-13
Financial Consulate, Inc	UNCHANGED	108	108	0	0%	$13.0K	$13.1K	+$66	2026-10-23
Valley National Advisers Inc	UNCHANGED	96	96	0	0%	$11.6K	$11.6K	+$58	2026-10-23
Jacobi Capital Management LLC	NEW	78	—	+78	—	—	$9.5K	—	2026-11-05
Compass Financial Management LLC	DECREASED	52	304	-252	-83%	$36.8K	$6.3K	-$30.4K	2026-10-30
Parallel Advisors, LLC	UNCHANGED	50	50	0	0%	$6.0K	$6.1K	+$30	2026-11-03
North Star Investment Management Corp.	UNCHANGED	40	40	0	0%	$4.8K	$4.9K	+$25	2026-10-27
4Thought Financial Group Inc.	INCREASED	34	33	+1	+3%	$4.0K	$4.1K	+$53	2026-11-02
Bare Financial Services, Inc	UNCHANGED	29	29	0	0%	$3.5K	$3.5K	+$17	2026-11-04
Angeles Wealth Management, LLC	UNCHANGED	29	29	0	0%	$3.5K	$3.5K	+$17	2026-10-26
Blue Bell Private Wealth Management, LLC	UNCHANGED	25	25	0	0%	$3.0K	$3.0K	+$15	2026-10-29
Fifth Third Bancorp	UNCHANGED	21	21	0	0%	$2.5K	$2.5K	+$13	2026-11-05
Covestor Ltd	DECREASED	5	7	-2	-29%	$1	$1	$0	2026-10-30
Monument Capital Management	CLOSED	0	35,542	-35,542	-100%	$4.3M	$0	-$4.3M	2026-10-09
Kestra Private Wealth Services, LLC	CLOSED	0	2,365	-2,365	-100%	$285.4K	$0	-$285.4K	2026-11-06
Sunpointe, LLC	CLOSED	0	1,911	-1,911	-100%	$230.7K	$0	-$230.7K	2026-10-22
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	312	-312	-100%	$37.7K	$0	-$37.7K	2026-11-03
MCF Advisors LLC	CLOSED	0	200	-200	-100%	$24.1K	$0	-$24.1K	2026-10-28
Costello Asset Management, Inc	CLOSED	0	1	-1	-100%	$121	$0	-$121	2026-10-30
Korea Investment Corp	N/A	—	436,085	-436,085	-100%	$52.6M	—	—	—
Morgan Stanley	N/A	—	167,882	-167,882	-100%	$20.3M	—	—	—
Jane Street Group, LLC	N/A	—	112,217	-112,217	-100%	$13.5M	—	—	—
Wells Fargo & Company	N/A	—	74,257	-74,257	-100%	$9.0M	—	—	—
UBS Group AG	N/A	—	58,661	-58,661	-100%	$7.1M	—	—	—
Bank of America Corp	N/A	—	53,120	-53,120	-100%	$6.4M	—	—	—
Advisory Services Network, LLC	N/A	—	49,174	-49,174	-100%	$5.9M	—	—	—
Royal Bank of Canada	N/A	—	47,616	-47,616	-100%	$5.7M	—	—	—
HighTower Advisors, LLC	N/A	—	36,708	-36,708	-100%	$4.4M	—	—	—
Nepc LLC	N/A	—	36,534	-36,534	-100%	$4.4M	—	—	—
MML Investors Services, LLC	N/A	—	28,849	-28,849	-100%	$3.5M	—	—	—
Raymond James Financial Inc	N/A	—	28,085	-28,085	-100%	$3.4M	—	—	—
Old Mission Capital LLC	N/A	—	21,649	-21,649	-100%	$2.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	17,956	-17,956	-100%	$2.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	16,560	-16,560	-100%	$2.0M	—	—	—
JPMorgan Chase & Co	N/A	—	16,009	-16,009	-100%	$1.9M	—	—	—
Cetera Investment Advisers	N/A	—	15,676	-15,676	-100%	$1.9M	—	—	—
BBR Partners, LLC	N/A	—	14,992	-14,992	-100%	$1.8M	—	—	—
Pathstone Holdings, LLC	N/A	—	14,889	-14,889	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	13,196	-13,196	-100%	$1.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	13,082	-13,082	-100%	$1.6M	—	—	—
Wealthfront Advisers LLC	N/A	—	12,837	-12,837	-100%	$1.5M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	12,189	-12,189	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	12,121	-12,121	-100%	$1.5M	—	—	—
Calydon Capital	N/A	—	11,768	-11,768	-100%	$1.4M	—	—	—
Legacy Capital Group California, Inc.	N/A	—	10,997	-10,997	-100%	$1.3M	—	—	—
HRT Financial LP	N/A	—	9,758	-9,758	-100%	$1.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	9,209	-9,209	-100%	$1.1M	—	—	—
Smithfield Trust Co	N/A	—	8,240	-8,240	-100%	$994.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	7,449	-7,449	-100%	$899.2K	—	—	—
Stifel Financial Corp	N/A	—	7,372	-7,372	-100%	$889.9K	—	—	—
Flputnam Investment Management Co	N/A	—	7,236	-7,236	-100%	$854.2K	—	—	—
Knollwood Investment Advisory, LLC	N/A	—	6,925	-6,925	-100%	$835.9K	—	—	—
Zacks Investment Management	N/A	—	6,872	-6,872	-100%	$829.7K	—	—	—
Focus Partners Wealth	N/A	—	6,654	-6,654	-100%	$803.2K	—	—	—
Advyzon Investment Management, LLC	N/A	—	6,174	-6,174	-100%	$745.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	5,684	-5,684	-100%	$686.1K	—	—	—
Texas Yale Capital Corp.	N/A	—	4,470	-4,470	-100%	$539.6K	—	—	—
Ameriprise Financial Inc	N/A	—	4,443	-4,443	-100%	$536.3K	—	—	—
Scotia Capital Inc.	N/A	—	4,405	-4,405	-100%	$531.7K	—	—	—
Wealth Care LLC	N/A	—	4,141	-4,141	-100%	$499.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,075	-4,075	-100%	$491.9K	—	—	—
Mariner, LLC	N/A	—	4,048	-4,048	-100%	$488.7K	—	—	—
RWA Wealth Partners, LLC	N/A	—	3,942	-3,942	-100%	$475.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,938	-3,938	-100%	$464.0K	—	—	—
KKM Financial LLC	N/A	—	3,837	-3,837	-100%	$463.2K	—	—	—
Copia Wealth Management	N/A	—	3,815	-3,815	-100%	$460.5K	—	—	—
Wealthspire Advisors, LLC	N/A	—	3,610	-3,610	-100%	$435.8K	—	—	—
Roundview Capital LLC	N/A	—	3,345	-3,345	-100%	$403.8K	—	—	—
Osbon Capital Management LLC	N/A	—	3,278	-3,278	-100%	$395.8K	—	—	—
Toronto Dominion Bank	N/A	—	2,905	-2,905	-100%	$350.7K	—	—	—
AQR Capital Management LLC	N/A	—	2,863	-2,863	-100%	$345.6K	—	—	—
Evolve Private Wealth, LLC	N/A	—	2,863	-2,863	-100%	$345.6K	—	—	—
Captrust Financial Advisors	N/A	—	2,803	-2,803	-100%	$338.4K	—	—	—
Leith Wheeler Investment Counsel Ltd.	N/A	—	2,800	-2,800	-100%	$338.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	2,756	-2,756	-100%	$332.7K	—	—	—
Bank of Montreal	N/A	—	2,604	-2,604	-100%	$314.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,521	-2,521	-100%	$304.3K	—	—	—
BlackDiamond Wealth Management, LLC	N/A	—	2,410	-2,410	-100%	$293.1K	—	—	—
EFG International AG	N/A	—	2,300	-2,300	-100%	$277.6K	—	—	—
Quantinno Capital Management LP	N/A	—	2,269	-2,269	-100%	$273.9K	—	—	—
Invesco Ltd.	N/A	—	2,027	-2,027	-100%	$244.7K	—	—	—
Spirepoint Private Client, LLC	N/A	—	1,850	-1,850	-100%	$223.3K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	1,840	-1,840	-100%	$222.1K	—	—	—
Baron Silver Stevens Financial Advisors, LLC	N/A	—	1,786	-1,786	-100%	$215.6K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	1,749	-1,749	-100%	$211.1K	—	—	—
Signet Private Wealth LLC	N/A	—	1,715	-1,715	-100%	$207.0K	—	—	—
Ackerman Asset Management, LLC	N/A	—	1,670	-1,670	-100%	$201.6K	—	—	—
Bernard Wealth Management Corp.	N/A	—	1,559	-1,559	-100%	$188.2K	—	—	—
Marvin & Palmer Associates Inc	N/A	—	1,500	-1,500	-100%	$181.1K	—	—	—
FMR LLC	N/A	—	1,150	-1,150	-100%	$138.8K	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	986	-986	-100%	$119.0K	—	—	—
Graney & King, LLC	N/A	—	980	-980	-100%	$118.3K	—	—	—
BFC Planning, Inc.	N/A	—	759	-759	-100%	$91.6K	—	—	—
Rialto Wealth Management, LLC	N/A	—	676	-676	-100%	$81.6K	—	—	—
National Bank of Canada	N/A	—	664	-664	-100%	$80.2K	—	—	—
Arax Advisory Partners	N/A	—	513	-513	-100%	$61.9K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	500	-500	-100%	$60.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	472	-472	-100%	$57.0K	—	—	—
Nova Wealth Management, Inc.	N/A	—	384	-384	-100%	$46.4K	—	—	—
Allied Private Wealth LLC	N/A	—	239	-239	-100%	$28.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	238	-238	-100%	$28.7K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	200	-200	-100%	$24.1K	—	—	—
Huntington National Bank	N/A	—	179	-179	-100%	$21.6K	—	—	—
Rhumbline Advisers	N/A	—	170	-170	-100%	$20.5K	—	—	—
SHP Wealth Management	N/A	—	148	-148	-100%	$17.9K	—	—	—
IMA Advisory Services, Inc.	N/A	—	143	-143	-100%	$17.3K	—	—	—
Franklin Resources Inc	N/A	—	130	-130	-100%	$15.7K	—	—	—
Horizon Investments, LLC	N/A	—	116	-116	-100%	$14.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	80	-80	-100%	$9.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	75	-75	-100%	$9.1K	—	—	—
Kiker Wealth Management, LLC	N/A	—	72	-72	-100%	$8.7K	—	—	—
Battery Global Advisors, LLC	N/A	—	56	-56	-100%	$6.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	50	-50	-100%	$6.0K	—	—	—
AE Wealth Management LLC	N/A	—	38	-38	-100%	$4.6K	—	—	—
Harbour Investments, Inc.	N/A	—	28	-28	-100%	$3.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	11	-11	-100%	$1.3K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	7	-7	-100%	$844	—	—	—
Glen Eagle Advisors, LLC	N/A	—	5	-5	-100%	$621	—	—	—
Atlantic Union Bankshares Corp	N/A	—	2	-2	-100%	$242	—	—	—

Showing 189 of 189 institutions