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Ishares Msci Switzerland ETF (EWL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
DECREASED
Shares892,034 from 917,019
Change-24,985 (-3%)
Value$52.8M (-$4.9M)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares637,391 from 648,683
Change-11,292 (-2%)
Value$37.7M (-$3.1M)
Filed 2026-10-16
Catalyst Capital Advisors LLC
INCREASED
Shares637,284 from 575,549
Change+61,735 (+11%)
Value$37.7M (+$1.5M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares543,702 from 565,157
Change-21,455 (-4%)
Value$32.2M (-$3.3M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares400,286 from 337,130
Change+63,156 (+19%)
Value$23.7M (+$2.5M)
Filed 2026-11-04
Pictet North America Advisors SA
INCREASED
Shares113,646 from 109,414
Change+4,232 (+4%)
Value$6.7M (-$154.5K)
Filed 2026-10-21
Ameliora Wealth Management Ltd.
INCREASED
Shares84,824 from 84,395
Change+429 (+1%)
Value$5.0M (-$286.9K)
Filed 2026-10-23
Climber Capital SA
INCREASED
Shares84,361 from 61,829
Change+22,532 (+36%)
Value$4.7M (+$852.9K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares80,276 from 75,192
Change+5,084 (+7%)
Value$4.7M (+$24.4K)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
INCREASED
Shares77,856 from 76,227
Change+1,629 (+2%)
Value$4.6M (-$185.7K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares53,659 from 51,820
Change+1,839 (+4%)
Value$3.2M (-$83.0K)
Filed 2026-11-02
Idaho Trust Co
DECREASED
Shares30,374 from 31,040
Change-666 (-2%)
Value$1.8M (-$154.2K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED
Shares27,700 from 27,700
Change0 (0%)
Value$1.6M (-$102.5K)
Filed 2026-10-20
BFI Infinity Ltd.
DECREASED
Shares27,629 from 27,654
Change-25 (0%)
Value$1.6M (-$103.8K)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares24,427 from 29,420
Change-4,993 (-17%)
Value$1.4M (-$404.2K)
Filed 2026-10-26
Evergreen Capital Management LLC
INCREASED
Shares24,036 from 23,279
Change+757 (+3%)
Value$1.4M (-$41.4K)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
DECREASED
Shares23,592 from 29,262
Change-5,670 (-19%)
Value$1.4M (-$429.5K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares22,815 from 14,302
Change+8,513 (+60%)
Value$1.3M (+$450.6K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares18,551 from 19,084
Change-533 (-3%)
Value$1.1M (-$102.2K)
Filed 2026-11-02
Lmcg Investments, LLC
INCREASED
Shares17,612 from 17,544
Change+68 (+0%)
Value$1.0M (-$60.9K)
Filed 2026-10-21
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares17,420 from 3,185
Change+14,235 (+447%)
Value$1.0M (+$830.2K)
Filed 2026-10-16
Avestar Capital, LLC
UNCHANGED
Shares12,528 from 12,528
Change0 (0%)
Value$741.0K (-$46.4K)
Filed 2026-10-28
swisspartners Advisors Ltd
DECREASED
Shares12,100 from 12,350
Change-250 (-2%)
Value$715.4K (-$60.6K)
Filed 2026-11-05
Hyposwiss Advisors SA
UNCHANGED
Shares10,470 from 10,470
Change0 (0%)
Value$619.3K (-$38.7K)
Filed 2026-10-26
Bluedoor Private Wealth, LLC
UNCHANGED
Shares10,349 from 10,349
Change0 (0%)
Value$612.1K (-$38.3K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,231 from 3,719
Change+6,512 (+175%)
Value$605.2K (+$371.4K)
Filed 2026-10-23
Boltwood Capital Management
INCREASED
Shares9,200 from 7,900
Change+1,300 (+16%)
Value$544.2K (+$47.7K)
Filed 2026-10-02
RFG Advisory, LLC
INCREASED
Shares8,936 from 8,536
Change+400 (+5%)
Value$528.6K (-$7.9K)
Filed 2026-11-03
Waterway Wealth Management, LLC
UNCHANGED
Shares8,919 from 8,919
Change0 (0%)
Value$527.6K (-$33.0K)
Filed 2026-10-28
Marotta Asset Management
UNCHANGED
Shares8,605 from 8,605
Change0 (0%)
Value$509.0K (-$28.8K)
Filed 2026-10-02
Assetmark, Inc
INCREASED
Shares7,311 from 7,211
Change+100 (+1%)
Value$432.4K (-$20.8K)
Filed 2026-10-21
McHugh Group, LLC
DECREASED
Shares7,200 from 9,200
Change-2,000 (-22%)
Value$425.9K (-$152.3K)
Filed 2026-10-19
Kestra Advisory Services, LLC
UNCHANGED
Shares7,029 from 7,029
Change0 (0%)
Value$415.8K (-$26.0K)
Filed 2026-11-02
South Shore Capital Advisors
NEW
Shares5,895
Change+5,895
Value$348.7K
Filed 2026-10-20
Retirement Planning Group, LLC
INCREASED
Shares5,763 from 5,436
Change+327 (+6%)
Value$340.9K (-$797)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares5,535 from 5,818
Change-283 (-5%)
Value$328.0K (-$38.2K)
Filed 2026-10-13
United Asset Strategies, Inc.
INCREASED
Shares5,454 from 4,739
Change+715 (+15%)
Value$322.6K (+$24.8K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares5,174 from 5,314
Change-140 (-3%)
Value$306 (-$28)
Filed 2026-10-02
J. Safra Sarasin Holding AG
INCREASED
Shares5,038 from 4,638
Change+400 (+9%)
Value$302.1K (+$8.8K)
Filed 2026-10-26
USA Financial Formulas
NEW
Shares4,884
Change+4,884
Value$288.9K
Filed 2026-10-16
Aspiriant, LLC
UNCHANGED
Shares4,834 from 4,834
Change0 (0%)
Value$285.9K (-$17.9K)
Filed 2026-10-16
Cookson Peirce & Co Inc
INCREASED
Shares4,453 from 4,332
Change+121 (+3%)
Value$263.4K (-$8.9K)
Filed 2026-10-30
Nautilus Advisors LLC
UNCHANGED
Shares4,318 from 4,318
Change0 (0%)
Value$255.4K (-$16.3K)
Filed 2026-10-07
Lunt Capital Management, Inc.
INCREASED
Shares4,278 from 4,249
Change+29 (+1%)
Value$253.0K (-$14.0K)
Filed 2026-10-30
SteelPeak Wealth, LLC
NEW
Shares4,252
Change+4,252
Value$251.5K
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares4,226 from 4,226
Change0 (0%)
Value$250.0K (-$15.6K)
Filed 2026-10-20
Revolve Wealth Partners, LLC
UNCHANGED
Shares4,146 from 4,146
Change0 (0%)
Value$245.2K (-$15.3K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares4,092 from 4,068
Change+24 (+1%)
Value$242.1K (-$13.6K)
Filed 2026-10-23
JGP Wealth Management, LLC
INCREASED
Shares4,041 from 3,713
Change+328 (+9%)
Value$239.0K (+$5.7K)
Filed 2026-10-13
Atria Investments, Inc
NEW
Shares3,800
Change+3,800
Value$224.8K
Filed 2026-10-15
Apollon Wealth Management, LLC
NEW
Shares3,503
Change+3,503
Value$207.2K
Filed 2026-10-23
Rose Capital Advisors LLC
UNCHANGED
Shares3,470 from 3,470
Change0 (0%)
Value$205.3K (-$12.8K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,123 from 2,642
Change+481 (+18%)
Value$184.7K (+$18.7K)
Filed 2026-11-03
AlphaCentric Advisors LLC
INCREASED
Shares2,722 from 2,417
Change+305 (+13%)
Value$161.0K (+$9.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares2,438 from 1,707
Change+731 (+43%)
Value$144.2K (+$36.9K)
Filed 2026-10-08
Pathway Financial Advisers, LLC
NEW
Shares1,737
Change+1,737
Value$102.7K
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$83.8K (-$5.2K)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares1,138 from 12
Change+1,126 (+9383%)
Value$67.3K (+$66.6K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,136 from 1,393
Change-257 (-18%)
Value$67.2K (-$20.4K)
Filed 2026-10-05
Parallel Advisors, LLC
DECREASED
Shares1,074 from 1,325
Change-251 (-19%)
Value$63.5K (-$19.7K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$53.2K (-$3.3K)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares788 from 556
Change+232 (+42%)
Value$46.6K (+$11.7K)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$32.1K (-$2.0K)
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$23.5K (-$2.1K)
Filed 2026-10-09
Breakwater Investment Management
DECREASED
Shares385 from 546
Change-161 (-29%)
Value$22.8K (-$11.5K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$16.9K (-$1.1K)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$13.3K (-$832)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW
Shares145
Change+145
Value$8.6K
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.9K (-$369)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.9K (-$370)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.9K (-$370)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares99
Change+99
Value$5.9K
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares72
Change+72
Value$4.3K
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares67 from 117
Change-50 (-43%)
Value$4.0K (+$4.0K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$3.5K (-$218)
Filed 2026-10-28
Private Trust Co NA
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.4K (-$214)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
NEW
Shares54
Change+54
Value$3.2K
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares50 from 48
Change+2 (+4%)
Value$3.0K (-$59)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares46
Change+46
Value$2.7K
Filed 2026-10-21
Citigroup Inc
NEW
Shares13
Change+13
Value$769
Filed 2026-11-04
CoreCap Advisors, LLC
NEW
Shares8
Change+8
Value$473
Filed 2026-10-08
Moneco Advisors, LLC
CLOSED
Shares0 from 29,565
Change-29,565 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 3,283
Change-3,283 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 3,247
Change-3,247 (-100%)
Value$0 (-$204.0K)
Filed 2026-11-02
Atlatl Advisers LLC
CLOSED
Shares0 from 1,476
Change-1,476 (-100%)
Value$0 (-$92.8K)
Filed 2026-10-22
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,126
Change-1,126 (-100%)
Value$0 (-$70.4K)
Filed 2026-11-02
Bellecapital International Ltd.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$62.9K)
Filed 2026-10-21
Hurley Capital, LLC
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$24.2K)
Filed 2026-11-05
Tower View Wealth Management LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$19.2K)
Filed 2026-10-23
NBT Bank, N.A.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-21
Blueline Advisors LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-04
Solstein Capital, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-02
BlackRock, Inc.
N/A
Shares— from 6,309,912
Change-6,309,912 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,186,515
Change-2,186,515 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,771,494
Change-1,771,494 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,205,530
Change-1,205,530 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 1,078,832
Change-1,078,832 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,046,736
Change-1,046,736 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 575,549
Change-575,549 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 394,011
Change-394,011 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 332,798
Change-332,798 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 316,521
Change-316,521 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 243,503
Change-243,503 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 230,558
Change-230,558 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 193,527
Change-193,527 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 179,458
Change-179,458 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 140,241
Change-140,241 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 134,065
Change-134,065 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 125,024
Change-125,024 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 102,418
Change-102,418 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 101,689
Change-101,689 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 97,150
Change-97,150 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 69,677
Change-69,677 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 67,630
Change-67,630 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 58,884
Change-58,884 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 47,054
Change-47,054 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 46,774
Change-46,774 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,887
Change-39,887 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 39,634
Change-39,634 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 34,176
Change-34,176 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 34,154
Change-34,154 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 34,017
Change-34,017 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 33,088
Change-33,088 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 32,183
Change-32,183 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 27,700
Change-27,700 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 25,696
Change-25,696 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 21,045
Change-21,045 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,548
Change-20,548 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,560
Change-18,560 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 18,358
Change-18,358 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 18,061
Change-18,061 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 17,292
Change-17,292 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 16,508
Change-16,508 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 15,891
Change-15,891 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,849
Change-15,849 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,823
Change-15,823 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 15,207
Change-15,207 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 14,330
Change-14,330 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,260
Change-14,260 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,946
Change-13,946 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 13,944
Change-13,944 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 13,596
Change-13,596 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,569
Change-13,569 (-100%)
Value—
EFG International AG
N/A
Shares— from 13,431
Change-13,431 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,401
Change-13,401 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 13,229
Change-13,229 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 10,646
Change-10,646 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,946
Change-9,946 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,507
Change-8,507 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,496
Change-5,496 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
&partners
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,953
Change-3,953 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 940
Change-940 (-100%)
Value—
Bayban
N/A
Shares— from 588
Change-588 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 487
Change-487 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 452
Change-452 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 317
Change-317 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 286
Change-286 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 242
Change-242 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 130
Change-130 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28
Change-28 (-100%)
Value—
Barclays PLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10
Change-10 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
DECREASED892,034917,019-24,985-3%$57.6M$52.8M-$4.9M2026-11-04
Vontobel Holding Ltd.
DECREASED637,391648,683-11,292-2%$40.8M$37.7M-$3.1M2026-10-16
Catalyst Capital Advisors LLC
INCREASED637,284575,549+61,735+11%$36.2M$37.7M+$1.5M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED543,702565,157-21,455-4%$35.6M$32.2M-$3.3M2026-10-29
Lido Advisors, LLC
INCREASED400,286337,130+63,156+19%$21.2M$23.7M+$2.5M2026-11-04
Pictet North America Advisors SA
INCREASED113,646109,414+4,232+4%$6.9M$6.7M-$154.5K2026-10-21
Ameliora Wealth Management Ltd.
INCREASED84,82484,395+429+1%$5.3M$5.0M-$286.9K2026-10-23
Climber Capital SA
INCREASED84,36161,829+22,532+36%$3.9M$4.7M+$852.9K2026-10-20
TD Waterhouse Canada Inc.
INCREASED80,27675,192+5,084+7%$4.7M$4.7M+$24.4K2026-10-16
Compagnie Lombard Odier SCmA
INCREASED77,85676,227+1,629+2%$4.8M$4.6M-$185.7K2026-11-04
Creative Planning
INCREASED53,65951,820+1,839+4%$3.3M$3.2M-$83.0K2026-11-02
Idaho Trust Co
DECREASED30,37431,040-666-2%$2.0M$1.8M-$154.2K2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED27,70027,70000%$1.7M$1.6M-$102.5K2026-10-20
BFI Infinity Ltd.
DECREASED27,62927,654-250%$1.7M$1.6M-$103.8K2026-10-16
Simon Quick Advisors, LLC
DECREASED24,42729,420-4,993-17%$1.8M$1.4M-$404.2K2026-10-26
Evergreen Capital Management LLC
INCREASED24,03623,279+757+3%$1.5M$1.4M-$41.4K2026-10-23
LFA - Lugano Financial Advisors SA
DECREASED23,59229,262-5,670-19%$1.8M$1.4M-$429.5K2026-11-03
Trek Financial, LLC
INCREASED22,81514,302+8,513+60%$898.9K$1.3M+$450.6K2026-10-29
Commonwealth Equity Services, LLC
DECREASED18,55119,084-533-3%$1.2M$1.1M-$102.2K2026-11-02
Lmcg Investments, LLC
INCREASED17,61217,544+68+0%$1.1M$1.0M-$60.9K2026-10-21
Y-Intercept (Hong Kong) Ltd
INCREASED17,4203,185+14,235+447%$200.2K$1.0M+$830.2K2026-10-16
Avestar Capital, LLC
UNCHANGED12,52812,52800%$787.4K$741.0K-$46.4K2026-10-28
swisspartners Advisors Ltd
DECREASED12,10012,350-250-2%$776.0K$715.4K-$60.6K2026-11-05
Hyposwiss Advisors SA
UNCHANGED10,47010,47000%$658.0K$619.3K-$38.7K2026-10-26
Bluedoor Private Wealth, LLC
UNCHANGED10,34910,34900%$650.4K$612.1K-$38.3K2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED10,2313,719+6,512+175%$233.7K$605.2K+$371.4K2026-10-23
Boltwood Capital Management
INCREASED9,2007,900+1,300+16%$496.5K$544.2K+$47.7K2026-10-02
RFG Advisory, LLC
INCREASED8,9368,536+400+5%$536.5K$528.6K-$7.9K2026-11-03
Waterway Wealth Management, LLC
UNCHANGED8,9198,91900%$560.6K$527.6K-$33.0K2026-10-28
Marotta Asset Management
UNCHANGED8,6058,60500%$537.8K$509.0K-$28.8K2026-10-02
Assetmark, Inc
INCREASED7,3117,211+100+1%$453.2K$432.4K-$20.8K2026-10-21
McHugh Group, LLC
DECREASED7,2009,200-2,000-22%$578.2K$425.9K-$152.3K2026-10-19
Kestra Advisory Services, LLC
UNCHANGED7,0297,02900%$441.8K$415.8K-$26.0K2026-11-02
South Shore Capital Advisors
NEW5,895—+5,895——$348.7K—2026-10-20
Retirement Planning Group, LLC
INCREASED5,7635,436+327+6%$341.7K$340.9K-$7972026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED5,5355,818-283-5%$366.1K$328.0K-$38.2K2026-10-13
United Asset Strategies, Inc.
INCREASED5,4544,739+715+15%$297.8K$322.6K+$24.8K2026-10-28
CX Institutional
DECREASED5,1745,314-140-3%$334$306-$282026-10-02
J. Safra Sarasin Holding AG
INCREASED5,0384,638+400+9%$293.4K$302.1K+$8.8K2026-10-26
USA Financial Formulas
NEW4,884—+4,884——$288.9K—2026-10-16
Aspiriant, LLC
UNCHANGED4,8344,83400%$303.8K$285.9K-$17.9K2026-10-16
Cookson Peirce & Co Inc
INCREASED4,4534,332+121+3%$272.3K$263.4K-$8.9K2026-10-30
Nautilus Advisors LLC
UNCHANGED4,3184,31800%$271.7K$255.4K-$16.3K2026-10-07
Lunt Capital Management, Inc.
INCREASED4,2784,249+29+1%$267.1K$253.0K-$14.0K2026-10-30
SteelPeak Wealth, LLC
NEW4,252—+4,252——$251.5K—2026-10-16
Prime Capital Investment Advisors, LLC
UNCHANGED4,2264,22600%$265.6K$250.0K-$15.6K2026-10-20
Revolve Wealth Partners, LLC
UNCHANGED4,1464,14600%$260.6K$245.2K-$15.3K2026-10-23
HB Wealth Management, LLC
INCREASED4,0924,068+24+1%$255.7K$242.1K-$13.6K2026-10-23
JGP Wealth Management, LLC
INCREASED4,0413,713+328+9%$233.4K$239.0K+$5.7K2026-10-13
Atria Investments, Inc
NEW3,800—+3,800——$224.8K—2026-10-15
Apollon Wealth Management, LLC
NEW3,503—+3,503——$207.2K—2026-10-23
Rose Capital Advisors LLC
UNCHANGED3,4703,47000%$218.1K$205.3K-$12.8K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED3,1232,642+481+18%$166.0K$184.7K+$18.7K2026-11-03
AlphaCentric Advisors LLC
INCREASED2,7222,417+305+13%$151.9K$161.0K+$9.1K2026-11-03
Farther Finance Advisors, LLC
INCREASED2,4381,707+731+43%$107.3K$144.2K+$36.9K2026-10-08
Pathway Financial Advisers, LLC
NEW1,737—+1,737——$102.7K—2026-10-27
IFP Advisors, Inc
UNCHANGED1,4161,41600%$89.0K$83.8K-$5.2K2026-10-16
Simplex Trading, LLC
INCREASED1,13812+1,126+9383%$754$67.3K+$66.6K2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED1,1361,393-257-18%$87.6K$67.2K-$20.4K2026-10-05
Parallel Advisors, LLC
DECREASED1,0741,325-251-19%$83.3K$63.5K-$19.7K2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED90090000%$56.6K$53.2K-$3.3K2026-10-30
Signaturefd, LLC
INCREASED788556+232+42%$34.9K$46.6K+$11.7K2026-10-23
AlphaCore Capital LLC
UNCHANGED54354300%$34.1K$32.1K-$2.0K2026-11-04
Pacifica Partners Inc.
UNCHANGED40040000%$25.6K$23.5K-$2.1K2026-10-09
Breakwater Investment Management
DECREASED385546-161-29%$34.3K$22.8K-$11.5K2026-10-20
Turtle Creek Wealth Advisors, LLC
UNCHANGED28528500%$17.9K$16.9K-$1.1K2026-10-15
MTM Investment Management, LLC
UNCHANGED22522500%$14.1K$13.3K-$8322026-10-30
Moisand Fitzgerald Tamayo, LLC
NEW145—+145——$8.6K—2026-10-15
Archer Investment Corp
UNCHANGED10010000%$6.3K$5.9K-$3692026-11-05
Creative Financial Designs Inc
UNCHANGED10010000%$6.3K$5.9K-$3702026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED10010000%$6.3K$5.9K-$3702026-11-04
Nova Financial LLC
NEW99—+99——$5.9K—2026-11-04
Balance Wealth Partners LLC
NEW72—+72——$4.3K—2026-10-27
Covestor Ltd
DECREASED67117-50-43%$7$4.0K+$4.0K2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED595900%$3.7K$3.5K-$2182026-10-28
Private Trust Co NA
UNCHANGED585800%$3.6K$3.4K-$2142026-10-20
Financial Network Wealth Advisors LLC
NEW54—+54——$3.2K—2026-10-28
Blue Trust, Inc.
INCREASED5048+2+4%$3.0K$3.0K-$592026-10-15
Root Financial Partners, LLC
NEW46—+46——$2.7K—2026-10-21
Citigroup Inc
NEW13—+13——$769—2026-11-04
CoreCap Advisors, LLC
NEW8—+8——$473—2026-10-08
Moneco Advisors, LLC
CLOSED029,565-29,565-100%$1.9M$0-$1.9M2026-11-05
Dynamic Advisor Solutions LLC
CLOSED03,283-3,283-100%$206.3K$0-$206.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
CLOSED03,247-3,247-100%$204.0K$0-$204.0K2026-11-02
Atlatl Advisers LLC
CLOSED01,476-1,476-100%$92.8K$0-$92.8K2026-10-22
International Assets Investment Management, LLC
CLOSED01,126-1,126-100%$70.4K$0-$70.4K2026-11-02
Bellecapital International Ltd.
CLOSED01,000-1,000-100%$62.9K$0-$62.9K2026-10-21
Hurley Capital, LLC
CLOSED0386-386-100%$24.2K$0-$24.2K2026-11-05
Tower View Wealth Management LLC
CLOSED0306-306-100%$19.2K$0-$19.2K2026-10-23
NBT Bank, N.A.
CLOSED0200-200-100%$12.6K$0-$12.6K2026-10-21
Blueline Advisors LLC
CLOSED0136-136-100%$5.9K$0-$5.9K2026-10-15
Kingdom Financial Group Llc.
CLOSED056-56-100%$3.6K$0-$3.6K2026-11-04
Solstein Capital, LLC
CLOSED034-34-100%$2.1K$0-$2.1K2026-11-02
BlackRock, Inc.
N/A—6,309,912-6,309,912-100%$396.6M———
Bank of America Corp
N/A—2,186,515-2,186,515-100%$137.4M———
1607 Capital Partners, LLC
N/A—1,771,494-1,771,494-100%$111.3M———
Morgan Stanley
N/A—1,205,530-1,205,530-100%$75.8M———
Fisher Asset Management, LLC
N/A—1,078,832-1,078,832-100%$67.8M———
UBS Group AG
N/A—1,046,736-1,046,736-100%$65.8M———
Millburn Ridgefield LLC
N/A—575,549-575,549-100%$36.2M———
JPMorgan Chase & Co
N/A—394,011-394,011-100%$24.9M———
Trajan Wealth LLC
N/A—332,798-332,798-100%$20.9M———
GenTrust, LLC
N/A—316,521-316,521-100%$19.9M———
Rice Partnership, LLC
N/A—243,503-243,503-100%$15.3M———
Waverly Advisors, LLC
N/A—230,558-230,558-100%$14.5M———
Pgim Custom Harvest LLC
N/A—193,527-193,527-100%$12.2M———
LPL Financial LLC
N/A—179,458-179,458-100%$11.3M———
SSA Swiss Advisors AG
N/A—140,241-140,241-100%$8.8M———
Wells Fargo & Company
N/A—134,065-134,065-100%$8.4M———
Jane Street Group, LLC
N/A—125,024-125,024-100%$7.9M———
HighTower Advisors, LLC
N/A—102,418-102,418-100%$6.4M———
Goldman Sachs Group Inc
N/A—101,689-101,689-100%$6.4M———
Royal Bank of Canada
N/A—97,150-97,150-100%$6.1M———
CSM Advisors, LLC
N/A—69,677-69,677-100%$4.4M———
Equitable Holdings, Inc.
N/A—67,630-67,630-100%$4.3M———
Envestnet Asset Management Inc
N/A—58,884-58,884-100%$3.7M———
HSBC Holdings PLC
N/A—47,054-47,054-100%$3.0M———
Sanctuary Advisors, LLC
N/A—46,774-46,774-100%$2.9M———
Susquehanna International Group, LLP
N/A—39,887-39,887-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—39,634-39,634-100%$2.5M———
BTG Pactual Asset Management US LLC
N/A—34,176-34,176-100%$2.1M———
Zacks Investment Management
N/A—34,154-34,154-100%$2.1M———
M&T Bank Corp
N/A—34,017-34,017-100%$2.1M———
Ameriprise Financial Inc
N/A—33,088-33,088-100%$2.1M———
Federation des caisses Desjardins du Quebec
N/A—32,183-32,183-100%$2.0M———
Qube Research & Technologies Ltd
N/A—27,700-27,700-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—25,696-25,696-100%$1.6M———
Insigneo Advisory Services, LLC
N/A—21,045-21,045-100%$1.3M———
MML Investors Services, LLC
N/A—20,548-20,548-100%$1.3M———
Quantinno Capital Management LP
N/A—18,560-18,560-100%$1.2M———
Invesco Ltd.
N/A—18,358-18,358-100%$1.2M———
PNC Financial Services Group, Inc.
N/A—18,061-18,061-100%$1.1M———
Banque Cantonale Vaudoise
N/A—17,292-17,292-100%$1.1M———
Huntington National Bank
N/A—16,508-16,508-100%$1.0M———
Quantbot Technologies LP
N/A—15,891-15,891-100%$998.7K———
NewEdge Advisors, LLC
N/A—15,849-15,849-100%$996.1K———
FMR LLC
N/A—15,823-15,823-100%$994.5K———
Mount Lucas Management LP
N/A—15,207-15,207-100%$955.8K———
Bridgewater Advisors Inc.
N/A—14,330-14,330-100%$905.2K———
Osaic Holdings, Inc.
N/A—14,260-14,260-100%$896.6K———
Bank of Montreal
N/A—13,946-13,946-100%$876.5K———
Meeder Asset Management Inc
N/A—13,944-13,944-100%$876.4K———
Boreal Capital Management LLC
N/A—13,596-13,596-100%$854.5K———
Raymond James Financial Inc
N/A—13,569-13,569-100%$852.8K———
EFG International AG
N/A—13,431-13,431-100%$844.1K———
Cetera Investment Advisers
N/A—13,401-13,401-100%$842.3K———
Sonoma Private Wealth LLC
N/A—13,229-13,229-100%$831.5K———
Keel Point, LLC
N/A—10,646-10,646-100%$669.1K———
Savant Capital, LLC
N/A—10,245-10,245-100%$648.7K———
East Coast Asset Management, Llc.
N/A—9,977-9,977-100%$627.1K———
National Bank of Canada
N/A—9,946-9,946-100%$624.8K———
UBS Asset Management Americas LLC
N/A—9,579-9,579-100%$602.0K———
Forum Finance Group S.A.
N/A—9,300-9,300-100%$472———
Jones Financial Companies Lllp
N/A—8,507-8,507-100%$530.9K———
LGL Partners, LLC
N/A—7,792-7,792-100%$489.7K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—7,178-7,178-100%$451.1K———
Renaissance Technologies LLC
N/A—6,600-6,600-100%$414.8K———
US Bancorp \de\
N/A—6,539-6,539-100%$411.0K———
EWA, LLC
N/A—6,489-6,489-100%$407.8K———
Banco Santander, S.A.
N/A—6,265-6,265-100%$393.8K———
Stifel Financial Corp
N/A—5,553-5,553-100%$349.0K———
AQR Capital Management LLC
N/A—5,496-5,496-100%$345.4K———
CIBC World Market Inc.
N/A—5,168-5,168-100%$324.8K———
Wealthfront Advisers LLC
N/A—5,155-5,155-100%$324.0K———
Mariner, LLC
N/A—4,561-4,561-100%$286.7K———
Cerity Partners LLC
N/A—4,537-4,537-100%$285.2K———
&partners
N/A—4,402-4,402-100%$276.7K———
Arkadios Wealth Advisors
N/A—4,080-4,080-100%$256.4K———
Caprock Group, LLC
N/A—3,978-3,978-100%$250.0K———
Clearstead Advisors, LLC
N/A—3,953-3,953-100%$248.4K———
Fifth Third Bancorp
N/A—3,939-3,939-100%$247.6K———
Tiemann Investment Advisors, LLC
N/A—3,875-3,875-100%$243.5K———
Northern Trust Corp
N/A—3,861-3,861-100%$242.7K———
Warner Financial, Inc
N/A—3,570-3,570-100%$224.4K———
Integrated Wealth Concepts LLC
N/A—3,523-3,523-100%$221.4K———
XTX Topco Ltd
N/A—3,510-3,510-100%$220.6K———
BlackDiamond Wealth Management, LLC
N/A—3,448-3,448-100%$221.9K———
Global Retirement Partners, LLC
N/A—3,425-3,425-100%$215.3K———
HRT Financial LP
N/A—3,362-3,362-100%$211.0K———
Stephens Inc
N/A—3,253-3,253-100%$204.5K———
USA Financial Formulas
N/A—2,643-2,643-100%$166.1K———
O'shaughnessy Asset Management, LLC
N/A—1,965-1,965-100%$123.5K———
Edmond de Rothschild Holding S.A.
N/A—1,904-1,904-100%$119.7K———
Strategic Wealth Partners, Ltd.
N/A—1,633-1,633-100%$102.6K———
Allworth Financial LP
N/A—1,498-1,498-100%$94.2K———
Blair William & Co
N/A—1,343-1,343-100%$84.4K———
Harbour Investments, Inc.
N/A—940-940-100%$59.1K———
Bayban
N/A—588-588-100%$37.0K———
BNP Paribas Financial Markets
N/A—487-487-100%$30.6K———
Brown Brothers Harriman & Co
N/A—452-452-100%$28.4K———
Rothschild Investment LLC
N/A—375-375-100%$23.6K———
Whittier Trust Co of Nevada Inc
N/A—317-317-100%$20.1K———
Elequin Capital, LP
N/A—286-286-100%$18.0K———
Mcguire Capital Advisors Inc
N/A—242-242-100%$15.2K———
AE Wealth Management LLC
N/A—153-153-100%$9.6K———
Darwin Wealth Management, LLC
N/A—147-147-100%$9.3K———
Caldwell Sutter Capital, Inc.
N/A—140-140-100%$8.8K———
Tower Research Capital LLC (TRC)
N/A—130-130-100%$8.2K———
Dunhill Financial, LLC
N/A—117-117-100%$7.4K———
Hantz Financial Services, Inc.
N/A—114-114-100%$7———
Atlas Capital Advisors Inc.
N/A—102-102-100%$6.4K———
Sankala Group LLC
N/A—36-36-100%$2.3K———
Bogart Wealth, LLC
N/A—32-32-100%$2.0K———
Arax Advisory Partners
N/A—28-28-100%$1.8K———
Barclays PLC
N/A—24-24-100%$1.5K———
Rhumbline Advisers
N/A—10-10-100%$628———
Toronto Dominion Bank
N/A—5-5-100%$314———
Showing 207 of 207 institutions