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Ishares Msci Germany ETF (EWG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares672,870 from 563,558
Change+109,312 (+19%)
Value$27.8M (+$4.5M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED
Shares231,717 from 243,717
Change-12,000 (-5%)
Value$9.5M (-$623.9K)
Filed 2026-11-04
Ameliora Wealth Management Ltd.
INCREASED
Shares124,854 from 122,203
Change+2,651 (+2%)
Value$5.2M (+$102.6K)
Filed 2026-10-23
3Edge Asset Management, LP
DECREASED
Shares114,625 from 190,421
Change-75,796 (-40%)
Value$4.7M (-$3.1M)
Filed 2026-10-30
Patten & Patten Inc
INCREASED
Shares67,310 from 64,285
Change+3,025 (+5%)
Value$2.8M (+$121.1K)
Filed 2026-10-26
Idaho Trust Co
INCREASED
Shares63,874 from 56,043
Change+7,831 (+14%)
Value$2.6M (+$320.7K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
INCREASED
Shares53,927 from 53,632
Change+295 (+1%)
Value$2.2M (+$9.0K)
Filed 2026-10-13
BigSur Wealth Management LLC
UNCHANGED
Shares49,000 from 49,000
Change0 (0%)
Value$2.0M (-$2.9K)
Filed 2026-10-13
Viewpoint Capital Management LLC
INCREASED
Shares41,948 from 34,283
Change+7,665 (+22%)
Value$1.7M (+$314.6K)
Filed 2026-10-27
Vertex Investment Solutions Co., Ltd.
NEW
Shares41,700
Change+41,700
Value$1.7M
Filed 2026-10-19
Vontobel Holding Ltd.
DECREASED
Shares35,666 from 81,790
Change-46,124 (-56%)
Value$1.5M (-$1.9M)
Filed 2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED
Shares31,312 from 31,312
Change0 (0%)
Value$1.3M (-$1.9K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares30,340 from 32,229
Change-1,889 (-6%)
Value$1.3M (-$80.0K)
Filed 2026-10-22
Trek Financial, LLC
DECREASED
Shares30,337 from 31,775
Change-1,438 (-5%)
Value$1.3M (-$61.3K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares28,385 from 29,307
Change-922 (-3%)
Value$1.2M (-$39.8K)
Filed 2026-11-04
Whalen Wealth Management Inc.
NEW
Shares26,687
Change+26,687
Value$1.1M
Filed 2026-10-08
Barry Investment Advisors, LLC
DECREASED
Shares25,136 from 25,397
Change-261 (-1%)
Value$1.0M (-$12.3K)
Filed 2026-10-14
GFS Advisors, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.0M (+$995.9K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED
Shares23,922 from 24,068
Change-146 (-1%)
Value$988.2K (-$7.5K)
Filed 2026-10-16
James Investment Research, Inc.
UNCHANGED
Shares18,417 from 18,417
Change0 (0%)
Value$760.8K (-$1.1K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares18,112 from 381,913
Change-363,801 (-95%)
Value$748.2K (-$15.1M)
Filed 2026-11-04
Pathway Financial Advisors LLC
UNCHANGED
Shares17,500 from 17,500
Change0 (0%)
Value$722.9K (-$17.5K)
Filed 2026-10-07
Cobblestone Asset Management LLC
INCREASED
Shares16,605 from 15,425
Change+1,180 (+8%)
Value$686.0K (+$47.8K)
Filed 2026-10-13
F&V Capital Management, LLC
UNCHANGED
Shares15,630 from 15,630
Change0 (0%)
Value$646 (-$646.4K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,919 from 14,194
Change+725 (+5%)
Value$616.0K (+$29.0K)
Filed 2026-11-02
Dynamic Wealth Strategies, LLC
DECREASED
Shares13,456 from 29,452
Change-15,996 (-54%)
Value$555.9K (-$662.6K)
Filed 2026-10-16
Curat Global, LLC
INCREASED
Shares13,299 from 9,273
Change+4,026 (+43%)
Value$549.4K (-$123.6K)
Filed 2026-10-26
Boltwood Capital Management
INCREASED
Shares12,250 from 10,650
Change+1,600 (+15%)
Value$506.0K (+$65.5K)
Filed 2026-10-02
Commonwealth Equity Services, LLC
DECREASED
Shares11,221 from 12,613
Change-1,392 (-11%)
Value$463.6K (-$58.2K)
Filed 2026-11-02
JGP Wealth Management, LLC
INCREASED
Shares9,205 from 8,958
Change+247 (+3%)
Value$380.3K (+$9.7K)
Filed 2026-10-13
CX Institutional
DECREASED
Shares9,145 from 9,521
Change-376 (-4%)
Value$378 (-$16)
Filed 2026-10-02
Pictet North America Advisors SA
UNCHANGED
Shares8,380 from 8,380
Change0 (0%)
Value$346.2K (-$503)
Filed 2026-10-21
Creative Planning
DECREASED
Shares7,562 from 11,875
Change-4,313 (-36%)
Value$312.4K (-$178.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares7,353 from 6,562
Change+791 (+12%)
Value$303.8K (+$32.3K)
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares7,349
Change+7,349
Value$316.7K
Filed 2026-11-03
Clear Harbor Asset Management, LLC
DECREASED
Shares7,327 from 14,552
Change-7,225 (-50%)
Value$302.7K (-$299.3K)
Filed 2026-11-05
Nautilus Advisors LLC
UNCHANGED
Shares7,320 from 7,320
Change0 (0%)
Value$302.4K (-$1.3K)
Filed 2026-10-07
Cookson Peirce & Co Inc
INCREASED
Shares7,144 from 6,980
Change+164 (+2%)
Value$295.1K (+$6.4K)
Filed 2026-10-30
Apollon Wealth Management, LLC
NEW
Shares7,042
Change+7,042
Value$290.9K
Filed 2026-10-23
USA Financial Formulas
NEW
Shares6,431
Change+6,431
Value$265.7K
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares6,327 from 7,081
Change-754 (-11%)
Value$261.4K (-$31.6K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
DECREASED
Shares6,139 from 6,575
Change-436 (-7%)
Value$253.6K (-$18.4K)
Filed 2026-10-16
Investment Partners Asset Management, Inc.
UNCHANGED
Shares6,019 from 6,019
Change0 (0%)
Value$248.6K (-$361)
Filed 2026-10-09
Meridian Investment Counsel Inc.
UNCHANGED
Shares5,514 from 5,514
Change0 (0%)
Value$227.8K (-$331)
Filed 2026-10-14
Cambridge Advisors Inc.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$227.2K (-$330)
Filed 2026-10-19
Capital Wealth Alliance, LLC
DECREASED
Shares5,366 from 5,945
Change-579 (-10%)
Value$221.7K (-$24.3K)
Filed 2026-10-20
TSG Advice Partners, LLC
NEW
Shares5,089
Change+5,089
Value$210.6K
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares5,083 from 8,916
Change-3,833 (-43%)
Value$210.0K (-$158.9K)
Filed 2026-11-02
Magnolia Capital Management LTD
UNCHANGED
Shares5,055 from 5,055
Change0 (0%)
Value$209 ($0)
Filed 2026-10-09
SteelPeak Wealth, LLC
NEW
Shares4,926
Change+4,926
Value$203.5K
Filed 2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$165.2K (-$240)
Filed 2026-10-20
AlphaCentric Advisors LLC
INCREASED
Shares3,865 from 1,506
Change+2,359 (+157%)
Value$159.7K (+$97.4K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares3,816 from 4,089
Change-273 (-7%)
Value$157.7K (-$11.5K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,118 from 3,494
Change-376 (-11%)
Value$128.8K (-$15.7K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares2,614 from 2,614
Change0 (0%)
Value$108.0K (-$157)
Filed 2026-10-02
MeadowBrook Investment Advisors LLC
DECREASED
Shares2,535 from 2,905
Change-370 (-13%)
Value$104.8K (-$15.4K)
Filed 2026-10-29
West Branch Capital LLC
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$102.6K (-$149)
Filed 2026-10-20
TD Waterhouse Canada Inc.
DECREASED
Shares2,256 from 3,369
Change-1,113 (-33%)
Value$92.0K (-$46.7K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$73.7K (-$107)
Filed 2026-10-26
AlphaCore Capital LLC
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$35.8K (-$52)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.7K (-$30)
Filed 2026-10-13
Pacifica Partners Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.4K (-$745)
Filed 2026-10-09
North Star Investment Management Corp.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$16.5K (-$24)
Filed 2026-10-27
Creative Capital Management Investments LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$14.5K (-$21)
Filed 2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$12.8K (-$19)
Filed 2026-10-13
Main Street Group, LTD
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$12.5K (-$18)
Filed 2026-10-28
US Bancorp \de\
NEW
Shares294
Change+294
Value$12.1K
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW
Shares281
Change+281
Value$11.6K
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$11.2K (-$17)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$7.2K (-$11)
Filed 2026-11-02
Y.D. More Investments Ltd
DECREASED
Shares151 from 302
Change-151 (-50%)
Value$6.2K (-$6.2K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$6.2K (-$9)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$6 ($0)
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$4.2K (-$6)
Filed 2026-10-14
Private Trust Co NA
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.3K (-$5)
Filed 2026-10-20
Canton Hathaway, LLC
NEW
Shares56
Change+56
Value$2.3K
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.6K (-$2)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.5K (-$2)
Filed 2026-10-14
Strengthening Families & Communities, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.3K (-$2)
Filed 2026-10-21
Blue Trust, Inc.
NEW
Shares17
Change+17
Value$700
Filed 2026-10-15
Covestor Ltd
DECREASED
Shares16 from 17
Change-1 (-6%)
Value$0 ($0)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$41 ($0)
Filed 2026-10-21
American Capital Advisory, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$42 ($0)
Filed 2026-10-28
Renaissance Investment Group LLC
CLOSED
Shares0 from 5,550
Change-5,550 (-100%)
Value$0 (-$229.6K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 5,157
Change-5,157 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 2,529
Change-2,529 (-100%)
Value$0 (-$104.6K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 2,223
Change-2,223 (-100%)
Value$0 (-$92.0K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$41.4K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 4,408,124
Change-4,408,124 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,181,611
Change-4,181,611 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,064,437
Change-3,064,437 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,697,246
Change-1,697,246 (-100%)
Value—
UBS Group AG
N/A
Shares— from 682,645
Change-682,645 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 567,183
Change-567,183 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 500,118
Change-500,118 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 439,889
Change-439,889 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 415,435
Change-415,435 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 348,750
Change-348,750 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 341,517
Change-341,517 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 310,124
Change-310,124 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 265,791
Change-265,791 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 183,526
Change-183,526 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 172,602
Change-172,602 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 151,467
Change-151,467 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 150,335
Change-150,335 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 122,408
Change-122,408 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 100,766
Change-100,766 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 79,142
Change-79,142 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 73,601
Change-73,601 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 65,465
Change-65,465 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 60,141
Change-60,141 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 56,254
Change-56,254 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 52,117
Change-52,117 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 51,669
Change-51,669 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 51,185
Change-51,185 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 47,108
Change-47,108 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 46,957
Change-46,957 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 40,344
Change-40,344 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 37,977
Change-37,977 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 35,119
Change-35,119 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,310
Change-33,310 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 30,347
Change-30,347 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 27,912
Change-27,912 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,381
Change-27,381 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 24,685
Change-24,685 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,480
Change-22,480 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,115
Change-19,115 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 18,180
Change-18,180 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 17,786
Change-17,786 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,935
Change-16,935 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 14,697
Change-14,697 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 14,648
Change-14,648 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 13,505
Change-13,505 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 13,289
Change-13,289 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,182
Change-13,182 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
Summitry LLC
N/A
Shares— from 10,054
Change-10,054 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,279
Change-9,279 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,668
Change-8,668 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,707
Change-7,707 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 7,041
Change-7,041 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 6,848
Change-6,848 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 905
Change-905 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 900
Change-900 (-100%)
Value—
EFG International AG
N/A
Shares— from 837
Change-837 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 396
Change-396 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 300
Change-300 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 260
Change-260 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 150
Change-150 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 147
Change-147 (-100%)
Value—
Barclays PLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5
Change-5 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Lido Advisors, LLC
INCREASED672,870563,558+109,312+19%$23.3M$27.8M+$4.5M2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED231,717243,717-12,000-5%$10.1M$9.5M-$623.9K2026-11-04
Ameliora Wealth Management Ltd.
INCREASED124,854122,203+2,651+2%$5.1M$5.2M+$102.6K2026-10-23
3Edge Asset Management, LP
DECREASED114,625190,421-75,796-40%$7.9M$4.7M-$3.1M2026-10-30
Patten & Patten Inc
INCREASED67,31064,285+3,025+5%$2.7M$2.8M+$121.1K2026-10-26
Idaho Trust Co
INCREASED63,87456,043+7,831+14%$2.3M$2.6M+$320.7K2026-11-04
Fiduciary Financial Group, LLC
INCREASED53,92753,632+295+1%$2.2M$2.2M+$9.0K2026-10-13
BigSur Wealth Management LLC
UNCHANGED49,00049,00000%$2.0M$2.0M-$2.9K2026-10-13
Viewpoint Capital Management LLC
INCREASED41,94834,283+7,665+22%$1.4M$1.7M+$314.6K2026-10-27
Vertex Investment Solutions Co., Ltd.
NEW41,700—+41,700——$1.7M—2026-10-19
Vontobel Holding Ltd.
DECREASED35,66681,790-46,124-56%$3.4M$1.5M-$1.9M2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED31,31231,31200%$1.3M$1.3M-$1.9K2026-10-23
SBI Securities Co., Ltd.
DECREASED30,34032,229-1,889-6%$1.3M$1.3M-$80.0K2026-10-22
Trek Financial, LLC
DECREASED30,33731,775-1,438-5%$1.3M$1.3M-$61.3K2026-10-29
Kohmann Bosshard Financial Services, LLC
DECREASED28,38529,307-922-3%$1.2M$1.2M-$39.8K2026-11-04
Whalen Wealth Management Inc.
NEW26,687—+26,687——$1.1M—2026-10-08
Barry Investment Advisors, LLC
DECREASED25,13625,397-261-1%$1.1M$1.0M-$12.3K2026-10-14
GFS Advisors, LLC
UNCHANGED25,00025,00000%$37.1K$1.0M+$995.9K2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED23,92224,068-146-1%$995.7K$988.2K-$7.5K2026-10-16
James Investment Research, Inc.
UNCHANGED18,41718,41700%$761.9K$760.8K-$1.1K2026-10-22
Citigroup Inc
DECREASED18,112381,913-363,801-95%$15.8M$748.2K-$15.1M2026-11-04
Pathway Financial Advisors LLC
UNCHANGED17,50017,50000%$740.4K$722.9K-$17.5K2026-10-07
Cobblestone Asset Management LLC
INCREASED16,60515,425+1,180+8%$638.1K$686.0K+$47.8K2026-10-13
F&V Capital Management, LLC
UNCHANGED15,63015,63000%$647.0K$646-$646.4K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED14,91914,194+725+5%$587.0K$616.0K+$29.0K2026-11-02
Dynamic Wealth Strategies, LLC
DECREASED13,45629,452-15,996-54%$1.2M$555.9K-$662.6K2026-10-16
Curat Global, LLC
INCREASED13,2999,273+4,026+43%$673.0K$549.4K-$123.6K2026-10-26
Boltwood Capital Management
INCREASED12,25010,650+1,600+15%$440.6K$506.0K+$65.5K2026-10-02
Commonwealth Equity Services, LLC
DECREASED11,22112,613-1,392-11%$521.8K$463.6K-$58.2K2026-11-02
JGP Wealth Management, LLC
INCREASED9,2058,958+247+3%$370.6K$380.3K+$9.7K2026-10-13
CX Institutional
DECREASED9,1459,521-376-4%$394$378-$162026-10-02
Pictet North America Advisors SA
UNCHANGED8,3808,38000%$346.7K$346.2K-$5032026-10-21
Creative Planning
DECREASED7,56211,875-4,313-36%$491.3K$312.4K-$178.9K2026-11-02
Farther Finance Advisors, LLC
INCREASED7,3536,562+791+12%$271.4K$303.8K+$32.3K2026-10-08
StoneX Group Inc.
NEW7,349—+7,349——$316.7K—2026-11-03
Clear Harbor Asset Management, LLC
DECREASED7,32714,552-7,225-50%$602.0K$302.7K-$299.3K2026-11-05
Nautilus Advisors LLC
UNCHANGED7,3207,32000%$303.7K$302.4K-$1.3K2026-10-07
Cookson Peirce & Co Inc
INCREASED7,1446,980+164+2%$288.8K$295.1K+$6.4K2026-10-30
Apollon Wealth Management, LLC
NEW7,042—+7,042——$290.9K—2026-10-23
USA Financial Formulas
NEW6,431—+6,431——$265.7K—2026-10-16
IFP Advisors, Inc
DECREASED6,3277,081-754-11%$292.9K$261.4K-$31.6K2026-10-16
Concurrent Investment Advisors, LLC
DECREASED6,1396,575-436-7%$272.0K$253.6K-$18.4K2026-10-16
Investment Partners Asset Management, Inc.
UNCHANGED6,0196,01900%$249.0K$248.6K-$3612026-10-09
Meridian Investment Counsel Inc.
UNCHANGED5,5145,51400%$228.1K$227.8K-$3312026-10-14
Cambridge Advisors Inc.
UNCHANGED5,5005,50000%$227.5K$227.2K-$3302026-10-19
Capital Wealth Alliance, LLC
DECREASED5,3665,945-579-10%$246.0K$221.7K-$24.3K2026-10-20
TSG Advice Partners, LLC
NEW5,089—+5,089——$210.6K—2026-10-29
Kestra Advisory Services, LLC
DECREASED5,0838,916-3,833-43%$368.9K$210.0K-$158.9K2026-11-02
Magnolia Capital Management LTD
UNCHANGED5,0555,05500%$209$209$02026-10-09
SteelPeak Wealth, LLC
NEW4,926—+4,926——$203.5K—2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED4,0004,00000%$165.5K$165.2K-$2402026-10-20
AlphaCentric Advisors LLC
INCREASED3,8651,506+2,359+157%$62.3K$159.7K+$97.4K2026-11-03
Fifth Third Bancorp
DECREASED3,8164,089-273-7%$169.2K$157.7K-$11.5K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED3,1183,494-376-11%$144.6K$128.8K-$15.7K2026-11-03
Versant Capital Management, Inc
UNCHANGED2,6142,61400%$108.1K$108.0K-$1572026-10-02
MeadowBrook Investment Advisors LLC
DECREASED2,5352,905-370-13%$120.2K$104.8K-$15.4K2026-10-29
West Branch Capital LLC
UNCHANGED2,4842,48400%$102.8K$102.6K-$1492026-10-20
TD Waterhouse Canada Inc.
DECREASED2,2563,369-1,113-33%$138.8K$92.0K-$46.7K2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED1,7831,78300%$73.8K$73.7K-$1072026-10-26
AlphaCore Capital LLC
UNCHANGED86786700%$35.9K$35.8K-$522026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED50050000%$20.7K$20.7K-$302026-10-13
Pacifica Partners Inc.
UNCHANGED50050000%$21.2K$20.4K-$7452026-10-09
North Star Investment Management Corp.
UNCHANGED40040000%$16.5K$16.5K-$242026-10-27
Creative Capital Management Investments LLC
UNCHANGED35035000%$14.5K$14.5K-$212026-10-28
Cape Investment Advisory, Inc.
UNCHANGED31031000%$12.8K$12.8K-$192026-10-13
Main Street Group, LTD
UNCHANGED30230200%$12.5K$12.5K-$182026-10-28
US Bancorp \de\
NEW294—+294——$12.1K—2026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW281—+281——$11.6K—2026-10-15
Pension & Wealth Management Advisors, Inc.
UNCHANGED27227200%$11.3K$11.2K-$172026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED17517500%$7.2K$7.2K-$112026-11-02
Y.D. More Investments Ltd
DECREASED151302-151-50%$12.4K$6.2K-$6.2K2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED14914900%$6.2K$6.2K-$92026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED13613600%$6$6$02026-10-14
Triumph Capital Management
UNCHANGED10210200%$4.2K$4.2K-$62026-10-14
Private Trust Co NA
UNCHANGED818100%$3.4K$3.3K-$52026-10-20
Canton Hathaway, LLC
NEW56—+56——$2.3K—2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED393900%$1.6K$1.6K-$22026-11-04
Mather Group, Llc.
UNCHANGED363600%$1.5K$1.5K-$22026-10-14
Strengthening Families & Communities, LLC
UNCHANGED313100%$1.3K$1.3K-$22026-10-21
Blue Trust, Inc.
NEW17—+17——$700—2026-10-15
Covestor Ltd
DECREASED1617-1-6%$0$0$02026-10-30
Assetmark, Inc
UNCHANGED1100%$41$41$02026-10-21
American Capital Advisory, LLC
UNCHANGED1100%$42$42$02026-10-28
Renaissance Investment Group LLC
CLOSED05,550-5,550-100%$229.6K$0-$229.6K2026-10-28
Dynamic Advisor Solutions LLC
CLOSED05,157-5,157-100%$213.3K$0-$213.3K2026-10-13
Solstein Capital, LLC
CLOSED02,529-2,529-100%$104.6K$0-$104.6K2026-11-02
LFA - Lugano Financial Advisors SA
CLOSED02,223-2,223-100%$92.0K$0-$92.0K2026-11-03
Salem Investment Counselors Inc
CLOSED01,000-1,000-100%$41.4K$0-$41.4K2026-10-13
Robinswood Financial LLC
CLOSED0160-160-100%$6.6K$0-$6.6K2026-10-20
International Assets Investment Management, LLC
CLOSED0100-100-100%$4.1K$0-$4.1K2026-11-02
Morgan Stanley
N/A—4,408,124-4,408,124-100%$182.4M———
BlackRock, Inc.
N/A—4,181,611-4,181,611-100%$173.0M———
Goldman Sachs Group Inc
N/A—3,064,437-3,064,437-100%$126.8M———
Bank of America Corp
N/A—1,697,246-1,697,246-100%$70.2M———
UBS Group AG
N/A—682,645-682,645-100%$28.2M———
Rice Partnership, LLC
N/A—567,183-567,183-100%$23.5M———
Wells Fargo & Company
N/A—500,118-500,118-100%$20.7M———
Envestnet Asset Management Inc
N/A—439,889-439,889-100%$18.2M———
Principal Securities, Inc.
N/A—415,435-415,435-100%$17.2M———
Royal Bank of Canada
N/A—348,750-348,750-100%$14.4M———
Optiver Holding B.V.
N/A—341,517-341,517-100%$14.1M———
LPL Financial LLC
N/A—310,124-310,124-100%$12.8M———
Securian Asset Management, Inc
N/A—265,791-265,791-100%$10.9M———
JPMorgan Chase & Co
N/A—183,526-183,526-100%$7.5M———
Wellington Management Group LLP
N/A—172,602-172,602-100%$7.1M———
HighTower Advisors, LLC
N/A—151,467-151,467-100%$6.3M———
Ameriprise Financial Inc
N/A—150,335-150,335-100%$6.2M———
Prostatis Group LLC
N/A—122,408-122,408-100%$5.1M———
CSM Advisors, LLC
N/A—100,766-100,766-100%$4.2M———
Steward Partners Investment Advisory, LLC
N/A—79,142-79,142-100%$3.3M———
SCS Capital Management LLC
N/A—73,601-73,601-100%$3.0M———
Hollencrest Capital Management
N/A—65,465-65,465-100%$2.7M———
Invesco Ltd.
N/A—60,141-60,141-100%$2.5M———
Raymond James Financial Inc
N/A—56,254-56,254-100%$2.3M———
D. E. Shaw & Co., Inc.
N/A—52,117-52,117-100%$2.2M———
Federation des caisses Desjardins du Quebec
N/A—51,669-51,669-100%$2.1M———
Zacks Investment Management
N/A—51,185-51,185-100%$2.1M———
Advocacy Wealth Management, LLC
N/A—47,108-47,108-100%$1.9M———
Scotia Capital Inc.
N/A—46,957-46,957-100%$1.9M———
HSBC Holdings PLC
N/A—40,344-40,344-100%$1.7M———
Sankala Group LLC
N/A—37,977-37,977-100%$1.7M———
Jones Financial Companies Lllp
N/A—35,119-35,119-100%$1.4M———
Citadel Advisors LLC
N/A—33,310-33,310-100%$1.4M———
Caprock Group, LLC
N/A—30,347-30,347-100%$1.3M———
BNP Paribas Financial Markets
N/A—27,912-27,912-100%$1.2M———
Osaic Holdings, Inc.
N/A—27,381-27,381-100%$1.1M———
Texas Yale Capital Corp.
N/A—24,685-24,685-100%$1.0M———
National Bank of Canada
N/A—22,480-22,480-100%$929.3K———
Mutual Advisors, LLC
N/A—19,115-19,115-100%$790.8K———
Allie Family Office LLC
N/A—18,180-18,180-100%$752.1K———
Merit Financial Group, LLC
N/A—17,786-17,786-100%$735.8K———
Mariner, LLC
N/A—16,935-16,935-100%$700.6K———
LOM Asset Management Ltd
N/A—15,000-15,000-100%$620.6K———
Capital Fund Management S.A.
N/A—14,697-14,697-100%$608.0K———
Harbour Investment Management LLC
N/A—14,648-14,648-100%$606.0K———
Twin Focus Capital Partners, LLC
N/A—13,524-13,524-100%$559.5K———
SUN Life Financial Inc
N/A—13,505-13,505-100%$559.0K———
Pinebridge Investments LLC
N/A—13,289-13,289-100%$549.8K———
Focus Partners Wealth
N/A—13,182-13,182-100%$545.4K———
Schroder Investment Management Group
N/A—13,000-13,000-100%$532.1K———
Northwestern Mutual Wealth Management Co
N/A—12,005-12,005-100%$496.7K———
SOA Wealth Advisors, Llc.
N/A—11,596-11,596-100%$11.6K———
PNC Financial Services Group, Inc.
N/A—10,145-10,145-100%$419.7K———
Summitry LLC
N/A—10,054-10,054-100%$415.9K———
Arax Advisory Partners
N/A—9,812-9,812-100%$405.9K———
Mount Lucas Management LP
N/A—9,632-9,632-100%$398.5K———
Integrated Wealth Concepts LLC
N/A—9,279-9,279-100%$383.9K———
Mercer Global Advisors Inc
N/A—8,668-8,668-100%$358.6K———
Tiemann Investment Advisors, LLC
N/A—8,463-8,463-100%$350.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—7,857-7,857-100%$325.1K———
Janney Montgomery Scott LLC
N/A—7,707-7,707-100%$319.0K———
Cetera Investment Advisers
N/A—7,194-7,194-100%$297.6K———
Ackerman Asset Management, LLC
N/A—7,041-7,041-100%$291.3K———
Hilltop Partners LLC
N/A—6,848-6,848-100%$283.3K———
Benjamin Edwards Inc
N/A—6,808-6,808-100%$281.6K———
Cresset Asset Management, LLC
N/A—6,550-6,550-100%$271.0K———
Sanctuary Advisors, LLC
N/A—6,285-6,285-100%$260.0K———
Brown Brothers Harriman & Co
N/A—5,981-5,981-100%$247.4K———
Stifel Financial Corp
N/A—5,911-5,911-100%$244.5K———
Wealthfront Advisers LLC
N/A—5,822-5,822-100%$240.9K———
Belpointe Asset Management LLC
N/A—5,755-5,755-100%$238.1K———
Fort Sheridan Advisors LLC
N/A—5,612-5,612-100%$232.2K———
USA Financial Formulas
N/A—5,371-5,371-100%$222.2K———
MAI Capital Management
N/A—5,184-5,184-100%$214.5K———
Centric Wealth Management
N/A—4,980-4,980-100%$206.6K———
Russell Investments Group, Ltd.
N/A—4,816-4,816-100%$199.1K———
Rockefeller Capital Management L.P.
N/A—4,798-4,798-100%$198.5K———
BFC Planning, Inc.
N/A—3,395-3,395-100%$140.5K———
Global Retirement Partners, LLC
N/A—2,832-2,832-100%$117.2K———
FMR LLC
N/A—2,583-2,583-100%$106.9K———
Waverly Advisors, LLC
N/A—2,570-2,570-100%$106.3K———
Bank of Montreal
N/A—2,268-2,268-100%$93.8K———
Whittier Trust Co
N/A—2,031-2,031-100%$86.6K———
Copia Wealth Management
N/A—1,780-1,780-100%$73.6K———
Whittier Trust Co of Nevada Inc
N/A—1,747-1,747-100%$73.5K———
O'shaughnessy Asset Management, LLC
N/A—1,502-1,502-100%$62.1K———
Caldwell Sutter Capital, Inc.
N/A—1,230-1,230-100%$50.9K———
Blair William & Co
N/A—1,073-1,073-100%$44.4K———
Atlantic Union Bankshares Corp
N/A—905-905-100%$37.4K———
Colonial Trust Advisors
N/A—900-900-100%$37.2K———
EFG International AG
N/A—837-837-100%$34.6K———
JPL Wealth Management, LLC
N/A—670-670-100%$27.7K———
Harbour Investments, Inc.
N/A—396-396-100%$16.4K———
Migdal Insurance & Financial Holdings Ltd.
N/A—310-310-100%$12.8K———
Ancora Advisors LLCA
N/A—300-300-100%$12.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—260-260-100%$10.8K———
AE Wealth Management LLC
N/A—170-170-100%$7.0K———
Aptus Capital Advisors, LLC
N/A—157-157-100%$6.5K———
Evelyn Partners Group Ltd
N/A—150-150-100%$6.2K———
Vanguard Advisers Inc
N/A—147-147-100%$6.1K———
Barclays PLC
N/A—80-80-100%$3.3K———
Continuum Advisory, LLC
N/A—76-76-100%$3.1K———
Capital Advisor Network LLC
N/A—59-59-100%$2.4K———
Allworth Financial LP
N/A—30-30-100%$1.2K———
Horizon Investments, LLC
N/A—15-15-100%$621———
Atlas Capital Advisors Inc.
N/A—8-8-100%$330———
Rhumbline Advisers
N/A—5-5-100%$206———
Qube Research & Technologies Ltd
N/A—1-1-100%$41———
Transamerica Financial Advisors, LLC
N/A—00—$0———
Showing 199 of 199 institutions