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Ishares Morningstar U.S. EQU (ILCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Exchange Traded Concepts, LLC
INCREASED
Shares684,365 from 639,665
Change+44,700 (+7%)
Value$72.3M (+$6.0M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares162,121 from 164,364
Change-2,243 (-1%)
Value$17.4M (+$192.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares110,203 from 116,110
Change-5,907 (-5%)
Value$11.6M (-$390.8K)
Filed 2026-11-02
Center for Wealth Management Advisory
INCREASED
Shares96,555 from 93,790
Change+2,765 (+3%)
Value$10.2M (+$480.7K)
Filed 2026-10-23
Wealth Forward, LLC
DECREASED
Shares56,151 from 100,803
Change-44,652 (-44%)
Value$5.9M (-$4.5M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares50,106 from 28,746
Change+21,360 (+74%)
Value$5.3K (-$3.0M)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares41,839 from 41,992
Change-153 (0%)
Value$4.4M (+$68.5K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares41,407 from 46,297
Change-4,890 (-11%)
Value$4.4M (-$423.6K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares34,784 from 34,961
Change-177 (-1%)
Value$3.7M (+$51.6K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares32,691 from 32,548
Change+143 (+0%)
Value$3.5M (+$80.5K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares27,524 from 28,072
Change-548 (-2%)
Value$2.9M (-$1.4K)
Filed 2026-11-05
Councilor Wealth, LLC
UNCHANGED
Shares15,465 from 15,465
Change0 (0%)
Value$1.6M (+$31.1K)
Filed 2026-10-09
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares14,395 from 15,795
Change-1,400 (-9%)
Value$1.5M (-$116.2K)
Filed 2026-10-07
Liberty Capital Management, Inc.
UNCHANGED
Shares12,260 from 12,260
Change0 (0%)
Value$1.3M (+$24.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares11,022 from 11,008
Change+14 (+0%)
Value$1.2M (+$23.6K)
Filed 2026-11-02
JIM Saulnier & Associates, LLC
DECREASED
Shares11,020 from 16,217
Change-5,197 (-32%)
Value$1.2M (-$516.5K)
Filed 2026-11-04
Apollon Wealth Management, LLC
UNCHANGED
Shares10,220 from 10,220
Change0 (0%)
Value$1.1M (+$20.5K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares10,056 from 10,446
Change-390 (-4%)
Value$1.1M (-$20.2K)
Filed 2026-11-04
Rockland Trust Co
DECREASED
Shares9,080 from 9,385
Change-305 (-3%)
Value$959.4K (-$13.4K)
Filed 2026-10-05
Capital Management Associates, Inc
INCREASED
Shares8,408 from 8,387
Change+21 (+0%)
Value$888.4K (+$19.1K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares7,560 from 7,660
Change-100 (-1%)
Value$798.8K (+$4.8K)
Filed 2026-10-21
BIP Wealth, LLC
UNCHANGED
Shares7,492 from 7,492
Change0 (0%)
Value$791.6K (+$15.1K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares7,480 from 7,585
Change-105 (-1%)
Value$790.3K (+$4.2K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
UNCHANGED
Shares6,723 from 6,723
Change0 (0%)
Value$708.4K (+$20.8K)
Filed 2026-10-27
Chapin Davis, Inc.
UNCHANGED
Shares6,191 from 6,191
Change0 (0%)
Value$654.2K (+$12.5K)
Filed 2026-10-09
Strategic Blueprint, LLC
UNCHANGED
Shares6,040 from 6,040
Change0 (0%)
Value$638.2K (+$12.1K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares5,724 from 5,713
Change+11 (+0%)
Value$605.0K (+$13.0K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares5,155 from 5,155
Change0 (0%)
Value$544.6K (+$10.4K)
Filed 2026-10-13
Aspen Wealth Management LLC
INCREASED
Shares4,976 from 4,963
Change+13 (+0%)
Value$525.8K (+$11.4K)
Filed 2026-10-14
Harbour Trust & Investment Management Co
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$496.6K (+$9.4K)
Filed 2026-10-28
Richard P Slaughter Associates Inc
DECREASED
Shares4,644 from 4,650
Change-6 (0%)
Value$490.7K (+$8.7K)
Filed 2026-10-13
Landaas & Co
DECREASED
Shares4,315 from 4,405
Change-90 (-2%)
Value$455.9K (-$738)
Filed 2026-10-29
MidAtlantic Capital Management, Inc.
INCREASED
Shares4,197 from 4,196
Change+1 (+0%)
Value$443.5K (+$8.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares4,146 from 4,142
Change+4 (+0%)
Value$438.0K (+$8.8K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares4,131 from 4,120
Change+11 (+0%)
Value$436.5K (+$9.4K)
Filed 2026-11-05
Portland Financial Advisors Inc
UNCHANGED
Shares3,974 from 3,974
Change0 (0%)
Value$419.9K (+$8.0K)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares3,973 from 3,962
Change+11 (+0%)
Value$419.8K (+$9.1K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares3,922 from 4,227
Change-305 (-7%)
Value$414.4K (-$23.7K)
Filed 2026-10-14
Flagstar Securities, Inc
DECREASED
Shares3,658 from 3,701
Change-43 (-1%)
Value$386.6K (+$2.9K)
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares3,528 from 3,528
Change0 (0%)
Value$372.8K (+$7.1K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
UNCHANGED
Shares3,273 from 3,273
Change0 (0%)
Value$345.9K (+$6.6K)
Filed 2026-11-04
Indivisible Partners
NEW
Shares3,188
Change+3,188
Value$336.8K
Filed 2026-10-26
Foundry Financial LLC
UNCHANGED
Shares3,188 from 3,188
Change0 (0%)
Value$336.8K (+$6.4K)
Filed 2026-10-16
Optivise Advisory Services LLC
INCREASED
Shares2,944 from 2,900
Change+44 (+2%)
Value$311.1K (+$10.4K)
Filed 2026-10-19
Diversify Advisory Services, LLC
DECREASED
Shares2,859 from 2,880
Change-21 (-1%)
Value$306.0K (+$11.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares2,859 from 2,880
Change-21 (-1%)
Value$306.0K (+$11.2K)
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares2,844
Change+2,844
Value$298.2K
Filed 2026-11-03
Index Fund Advisors, Inc.
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$295.8K (+$5.6K)
Filed 2026-11-05
Opus Capital Group, LLC
UNCHANGED
Shares2,728 from 2,728
Change0 (0%)
Value$288 (-$282.7K)
Filed 2026-10-30
HCR Wealth Advisors
UNCHANGED
Shares2,536 from 2,536
Change0 (0%)
Value$268.0K (+$5.1K)
Filed 2026-10-15
Evanson Financial, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$264.2K (+$5.0K)
Filed 2026-10-23
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$262.8K (+$5.0K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$258.9K (+$4.9K)
Filed 2026-10-23
Davenport & Co LLC
DECREASED
Shares2,400 from 2,624
Change-224 (-9%)
Value$253.6K (-$18.4K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$248.3K (+$4.7K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$237.7K (+$4.5K)
Filed 2026-10-27
Sage Rhino Capital LLC
UNCHANGED
Shares2,248 from 2,248
Change0 (0%)
Value$237.5K (+$4.5K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,183 from 2,351
Change-168 (-7%)
Value$230.7K (-$12.9K)
Filed 2026-10-19
Park Avenue Securities LLC
NEW
Shares2,103
Change+2,103
Value$222
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$218.1K (+$4.1K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares2,026 from 2,039
Change-13 (-1%)
Value$214.1K (+$2.7K)
Filed 2026-10-16
High Point Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$211.3K (+$4.0K)
Filed 2026-11-05
Aurora Private Wealth, Inc.
DECREASED
Shares1,968 from 2,021
Change-53 (-3%)
Value$208 (-$209.8K)
Filed 2026-10-20
S&A Financial Services, Inc.
NEW
Shares1,926
Change+1,926
Value$203.5K
Filed 2026-11-03
Apella Capital, LLC
NEW
Shares1,877
Change+1,877
Value$202.3K
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$194.4K (+$3.7K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
DECREASED
Shares1,546 from 1,800
Change-254 (-14%)
Value$163.4K (-$23.2K)
Filed 2026-10-22
City State Bank
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$134.0K (+$2.5K)
Filed 2026-10-20
Trust Co
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$119.8K (+$2.3K)
Filed 2026-10-09
First Command Advisory Services, Inc.
NEW
Shares1,103
Change+1,103
Value$116.5K
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$104.9K (+$2.0K)
Filed 2026-10-14
Realta Investment Advisors
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$94.2K (+$1.8K)
Filed 2026-10-14
Security National Bank
DECREASED
Shares862 from 1,052
Change-190 (-18%)
Value$91.1K (-$18.0K)
Filed 2026-10-26
McCarley & Cook Financial Planners
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$88.8K (+$1.7K)
Filed 2026-10-21
Creative Capital Management Investments LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$84.5K (+$1.6K)
Filed 2026-10-28
Salomon & Ludwin, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$78.3K (+$1.6K)
Filed 2026-10-29
Monetary Solutions, Ltd
INCREASED
Shares719 from 718
Change+1 (+0%)
Value$76.0K (+$1.6K)
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$74.1K (+$1.4K)
Filed 2026-10-08
Bokf, NA
DECREASED
Shares515 from 1,718
Change-1,203 (-70%)
Value$54.4K (-$123.7K)
Filed 2026-10-27
Key FInancial Inc
INCREASED
Shares463 from 282
Change+181 (+64%)
Value$48.9K (+$19.7K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$48.7K (+$926)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$43.7K (+$832)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$42.3K (-$464)
Filed 2026-10-30
Olistico Wealth, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$35.9K (+$683)
Filed 2026-10-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$33.1K (+$630)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$29.2K (+$631)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$16.0K (+$345)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$12.8K (+$243)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares106 from 85
Change+21 (+25%)
Value$11.2K (+$2.4K)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$7.8K (+$149)
Filed 2026-11-04
RHL Group, LLC
INCREASED
Shares67 from 61
Change+6 (+10%)
Value$7.1K (+$735)
Filed 2026-11-04
TD Waterhouse Canada Inc.
NEW
Shares50
Change+50
Value$5.3K
Filed 2026-10-16
Mission Wealth Management, LP
CLOSED
Shares0 from 3,384
Change-3,384 (-100%)
Value$0 (-$350.8K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 2,522
Change-2,522 (-100%)
Value$0 (-$261.4K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$40.1K)
Filed 2026-11-02
IFP Advisors, Inc
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-16
Ameriprise Financial Inc
N/A
Shares— from 505,474
Change-505,474 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 489,774
Change-489,774 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 253,615
Change-253,615 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 212,389
Change-212,389 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 172,960
Change-172,960 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 158,577
Change-158,577 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 112,434
Change-112,434 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 102,560
Change-102,560 (-100%)
Value—
UBS Group AG
N/A
Shares— from 97,681
Change-97,681 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 79,144
Change-79,144 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 77,566
Change-77,566 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 75,485
Change-75,485 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 63,048
Change-63,048 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,277
Change-41,277 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 39,027
Change-39,027 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 38,757
Change-38,757 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 38,468
Change-38,468 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 37,752
Change-37,752 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,892
Change-33,892 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 30,610
Change-30,610 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 29,839
Change-29,839 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 29,519
Change-29,519 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 26,085
Change-26,085 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,628
Change-25,628 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 25,314
Change-25,314 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,139
Change-23,139 (-100%)
Value—
American Trust
N/A
Shares— from 19,065
Change-19,065 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,648
Change-16,648 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,221
Change-15,221 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,120
Change-13,120 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,974
Change-12,974 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 12,699
Change-12,699 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 12,213
Change-12,213 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,877
Change-11,877 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,448
Change-11,448 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 10,772
Change-10,772 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 10,374
Change-10,374 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,844
Change-9,844 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 7,820
Change-7,820 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,511
Change-7,511 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,215
Change-7,215 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,153
Change-6,153 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,825
Change-5,825 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,739
Change-5,739 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,739
Change-5,739 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 598
Change-598 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 508
Change-508 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 293
Change-293 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 88
Change-88 (-100%)
Value—
Status
Exchange Traded Concepts, LLC
INCREASED684,365639,665+44,700+7%$66.3M$72.3M+$6.0M2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED162,121164,364-2,243-1%$17.2M$17.4M+$192.6K2026-10-13
Commonwealth Equity Services, LLC
DECREASED110,203116,110-5,907-5%$12.0M$11.6M-$390.8K2026-11-02
Center for Wealth Management Advisory
INCREASED96,55593,790+2,765+3%$9.7M$10.2M+$480.7K2026-10-23
Wealth Forward, LLC
DECREASED56,151100,803-44,652-44%$10.4M$5.9M-$4.5M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED50,10628,746+21,360+74%$3.0M$5.3K-$3.0M2026-11-02
Crestwood Advisors Group, LLC
DECREASED41,83941,992-1530%$4.4M$4.4M+$68.5K2026-10-27
Commonwealth Financial Services, LLC
DECREASED41,40746,297-4,890-11%$4.8M$4.4M-$423.6K2026-10-20
Independent Financial Group, LLC
DECREASED34,78434,961-177-1%$3.6M$3.7M+$51.6K2026-10-13
Creative Planning
INCREASED32,69132,548+143+0%$3.4M$3.5M+$80.5K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED27,52428,072-548-2%$2.9M$2.9M-$1.4K2026-11-05
Councilor Wealth, LLC
UNCHANGED15,46515,46500%$1.6M$1.6M+$31.1K2026-10-09
Silvia Mccoll Wealth Management, LLC
DECREASED14,39515,795-1,400-9%$1.6M$1.5M-$116.2K2026-10-07
Liberty Capital Management, Inc.
UNCHANGED12,26012,26000%$1.3M$1.3M+$24.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED11,02211,008+14+0%$1.1M$1.2M+$23.6K2026-11-02
JIM Saulnier & Associates, LLC
DECREASED11,02016,217-5,197-32%$1.7M$1.2M-$516.5K2026-11-04
Apollon Wealth Management, LLC
UNCHANGED10,22010,22000%$1.1M$1.1M+$20.5K2026-10-23
Citigroup Inc
DECREASED10,05610,446-390-4%$1.1M$1.1M-$20.2K2026-11-04
Rockland Trust Co
DECREASED9,0809,385-305-3%$972.8K$959.4K-$13.4K2026-10-05
Capital Management Associates, Inc
INCREASED8,4088,387+21+0%$869.3K$888.4K+$19.1K2026-10-20
SeaCrest Wealth Management, LLC
DECREASED7,5607,660-100-1%$794.0K$798.8K+$4.8K2026-10-21
BIP Wealth, LLC
UNCHANGED7,4927,49200%$776.5K$791.6K+$15.1K2026-10-22
Fifth Third Bancorp
DECREASED7,4807,585-105-1%$786.2K$790.3K+$4.2K2026-11-05
Chicago Partners Investment Group LLC
UNCHANGED6,7236,72300%$687.6K$708.4K+$20.8K2026-10-27
Chapin Davis, Inc.
UNCHANGED6,1916,19100%$641.7K$654.2K+$12.5K2026-10-09
Strategic Blueprint, LLC
UNCHANGED6,0406,04000%$626.1K$638.2K+$12.1K2026-10-22
Thrivent Financial for Lutherans
INCREASED5,7245,713+11+0%$592.0K$605.0K+$13.0K2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED5,1555,15500%$534.3K$544.6K+$10.4K2026-10-13
Aspen Wealth Management LLC
INCREASED4,9764,963+13+0%$514.4K$525.8K+$11.4K2026-10-14
Harbour Trust & Investment Management Co
UNCHANGED4,7004,70000%$487.2K$496.6K+$9.4K2026-10-28
Richard P Slaughter Associates Inc
DECREASED4,6444,650-60%$482.0K$490.7K+$8.7K2026-10-13
Landaas & Co
DECREASED4,3154,405-90-2%$456.6K$455.9K-$7382026-10-29
MidAtlantic Capital Management, Inc.
INCREASED4,1974,196+1+0%$434.9K$443.5K+$8.6K2026-11-05
Perigon Wealth Management, LLC
INCREASED4,1464,142+4+0%$429.3K$438.0K+$8.8K2026-10-22
Larson Financial Group LLC
INCREASED4,1314,120+11+0%$427.0K$436.5K+$9.4K2026-11-05
Portland Financial Advisors Inc
UNCHANGED3,9743,97400%$411.9K$419.9K+$8.0K2026-10-26
Asset Allocation Strategies LLC
INCREASED3,9733,962+11+0%$410.7K$419.8K+$9.1K2026-10-20
Focus Financial Network, Inc.
DECREASED3,9224,227-305-7%$438.1K$414.4K-$23.7K2026-10-14
Flagstar Securities, Inc
DECREASED3,6583,701-43-1%$383.6K$386.6K+$2.9K2026-10-15
AlphaCore Capital LLC
UNCHANGED3,5283,52800%$365.7K$372.8K+$7.1K2026-11-04
Cornerstone Wealth Management, LLC
UNCHANGED3,2733,27300%$339.3K$345.9K+$6.6K2026-11-04
Indivisible Partners
NEW3,188—+3,188——$336.8K—2026-10-26
Foundry Financial LLC
UNCHANGED3,1883,18800%$330.4K$336.8K+$6.4K2026-10-16
Optivise Advisory Services LLC
INCREASED2,9442,900+44+2%$300.6K$311.1K+$10.4K2026-10-19
Diversify Advisory Services, LLC
DECREASED2,8592,880-21-1%$294.8K$306.0K+$11.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED2,8592,880-21-1%$294.8K$306.0K+$11.2K2026-10-20
StoneX Group Inc.
NEW2,844—+2,844——$298.2K—2026-11-03
Index Fund Advisors, Inc.
UNCHANGED2,8002,80000%$290.2K$295.8K+$5.6K2026-11-05
Opus Capital Group, LLC
UNCHANGED2,7282,72800%$283.0K$288-$282.7K2026-10-30
HCR Wealth Advisors
UNCHANGED2,5362,53600%$262.9K$268.0K+$5.1K2026-10-15
Evanson Financial, LLC
UNCHANGED2,5002,50000%$259.1K$264.2K+$5.0K2026-10-23
Blue Sky Capital Consultants Group, Inc.
UNCHANGED2,4872,48700%$257.8K$262.8K+$5.0K2026-10-13
Kingswood Wealth Advisors, LLC
UNCHANGED2,4502,45000%$254.0K$258.9K+$4.9K2026-10-23
Davenport & Co LLC
DECREASED2,4002,624-224-9%$272.0K$253.6K-$18.4K2026-10-14
Wealthcare Advisory Partners LLC
UNCHANGED2,3502,35000%$243.6K$248.3K+$4.7K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED2,2502,25000%$233.2K$237.7K+$4.5K2026-10-27
Sage Rhino Capital LLC
UNCHANGED2,2482,24800%$233.0K$237.5K+$4.5K2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED2,1832,351-168-7%$243.6K$230.7K-$12.9K2026-10-19
Park Avenue Securities LLC
NEW2,103—+2,103——$222—2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED2,0642,06400%$213.9K$218.1K+$4.1K2026-10-13
PFG Advisors
DECREASED2,0262,039-13-1%$211.3K$214.1K+$2.7K2026-10-16
High Point Wealth Management, LLC
UNCHANGED2,0002,00000%$207.3K$211.3K+$4.0K2026-11-05
Aurora Private Wealth, Inc.
DECREASED1,9682,021-53-3%$210.0K$208-$209.8K2026-10-20
S&A Financial Services, Inc.
NEW1,926—+1,926——$203.5K—2026-11-03
Apella Capital, LLC
NEW1,877—+1,877——$202.3K—2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED1,8401,84000%$190.7K$194.4K+$3.7K2026-11-03
Farmers & Merchants Investments Inc
DECREASED1,5461,800-254-14%$186.6K$163.4K-$23.2K2026-10-22
City State Bank
UNCHANGED1,2681,26800%$131.4K$134.0K+$2.5K2026-10-20
Trust Co
UNCHANGED1,1341,13400%$117.5K$119.8K+$2.3K2026-10-09
First Command Advisory Services, Inc.
NEW1,103—+1,103——$116.5K—2026-11-05
Mather Group, Llc.
UNCHANGED99399300%$102.9K$104.9K+$2.0K2026-10-14
Realta Investment Advisors
UNCHANGED89289200%$92.5K$94.2K+$1.8K2026-10-14
Security National Bank
DECREASED8621,052-190-18%$109.0K$91.1K-$18.0K2026-10-26
McCarley & Cook Financial Planners
UNCHANGED84084000%$87.1K$88.8K+$1.7K2026-10-21
Creative Capital Management Investments LLC
UNCHANGED80080000%$82.9K$84.5K+$1.6K2026-10-28
Salomon & Ludwin, LLC
UNCHANGED74174100%$76.6K$78.3K+$1.6K2026-10-29
Monetary Solutions, Ltd
INCREASED719718+1+0%$74.4K$76.0K+$1.6K2026-10-22
Farther Finance Advisors, LLC
UNCHANGED70170100%$72.7K$74.1K+$1.4K2026-10-08
Bokf, NA
DECREASED5151,718-1,203-70%$178.1K$54.4K-$123.7K2026-10-27
Key FInancial Inc
INCREASED463282+181+64%$29.2K$48.9K+$19.7K2026-11-02
US Bancorp \de\
UNCHANGED46146100%$47.8K$48.7K+$9262026-11-05
Parallel Advisors, LLC
UNCHANGED41441400%$42.9K$43.7K+$8322026-11-03
Compass Financial Management LLC
UNCHANGED40040000%$42.7K$42.3K-$4642026-10-30
Olistico Wealth, LLC
UNCHANGED34034000%$35.2K$35.9K+$6832026-10-05
Cedar Mountain Advisors, LLC
UNCHANGED31331300%$32.4K$33.1K+$6302026-10-15
Financial Perspectives, Inc
UNCHANGED27627600%$28.6K$29.2K+$6312026-11-03
Westside Investment Management, Inc.
UNCHANGED15015000%$15.6K$16.0K+$3452026-11-02
Gamma Investing LLC
UNCHANGED12112100%$12.5K$12.8K+$2432026-10-08
Assetmark, Inc
INCREASED10685+21+25%$8.8K$11.2K+$2.4K2026-10-21
Creative Financial Designs Inc
UNCHANGED747400%$7.7K$7.8K+$1492026-11-04
RHL Group, LLC
INCREASED6761+6+10%$6.3K$7.1K+$7352026-11-04
TD Waterhouse Canada Inc.
NEW50—+50——$5.3K—2026-10-16
Mission Wealth Management, LP
CLOSED03,384-3,384-100%$350.8K$0-$350.8K2026-10-15
Signal Advisors Wealth, LLC
CLOSED02,522-2,522-100%$261.4K$0-$261.4K2026-10-13
International Assets Investment Management, LLC
CLOSED0388-388-100%$40.1K$0-$40.1K2026-11-02
IFP Advisors, Inc
CLOSED038-38-100%$3.9K$0-$3.9K2026-10-16
Ameriprise Financial Inc
N/A—505,474-505,474-100%$52.4M———
Morgan Stanley
N/A—489,774-489,774-100%$50.8M———
LPL Financial LLC
N/A—253,615-253,615-100%$26.3M———
Cetera Investment Advisers
N/A—212,389-212,389-100%$22.0M———
JPMorgan Chase & Co
N/A—172,960-172,960-100%$17.8M———
Osaic Holdings, Inc.
N/A—158,577-158,577-100%$16.4M———
Bank of America Corp
N/A—112,434-112,434-100%$11.7M———
Royal Bank of Canada
N/A—102,560-102,560-100%$10.6M———
UBS Group AG
N/A—97,681-97,681-100%$10.1M———
Gladstone Institutional Advisory LLC
N/A—79,144-79,144-100%$8.2M———
Merit Financial Group, LLC
N/A—77,566-77,566-100%$8.0M———
Wells Fargo & Company
N/A—75,485-75,485-100%$7.8M———
Mercer Global Advisors Inc
N/A—63,048-63,048-100%$6.5M———
Raymond James Financial Inc
N/A—41,277-41,277-100%$4.3M———
Brand Asset Management Group, Inc.
N/A—39,027-39,027-100%$4.0M———
Envestnet Asset Management Inc
N/A—38,757-38,757-100%$4.0M———
WIN Advisors, Inc
N/A—38,468-38,468-100%$4.0M———
Goldman Sachs Group Inc
N/A—37,752-37,752-100%$3.9M———
Global Retirement Partners, LLC
N/A—33,892-33,892-100%$3.5M———
Northwestern Mutual Wealth Management Co
N/A—30,610-30,610-100%$3.2M———
Financial Engines Advisors L.L.C.
N/A—29,839-29,839-100%$3.1M———
Modern Wealth Management, LLC
N/A—29,519-29,519-100%$3.1M———
BlackRock, Inc.
N/A—26,085-26,085-100%$2.7M———
FMR LLC
N/A—25,628-25,628-100%$2.7M———
Cerity Partners LLC
N/A—25,314-25,314-100%$2.6M———
MML Investors Services, LLC
N/A—23,139-23,139-100%$2.4M———
American Trust
N/A—19,065-19,065-100%$2.0M———
Arkadios Wealth Advisors
N/A—16,648-16,648-100%$1.7M———
HighTower Advisors, LLC
N/A—15,221-15,221-100%$1.6M———
Natixis Advisors, LLC
N/A—13,120-13,120-100%$1.4M———
Private Advisor Group, LLC
N/A—12,974-12,974-100%$1.3M———
Money Concepts Capital Corp
N/A—12,699-12,699-100%$1.3M———
Bawa N Mallick Trust
N/A—12,400-12,400-100%$1.3M———
Wealth Management Associates, Inc.
N/A—12,213-12,213-100%$1.3M———
Focus Partners Wealth
N/A—11,877-11,877-100%$1.2M———
Equitable Holdings, Inc.
N/A—11,448-11,448-100%$1.2M———
Stifel Financial Corp
N/A—10,806-10,806-100%$1.1M———
Keystone Financial Services, LLC
N/A—10,772-10,772-100%$1.1M———
Mariner, LLC
N/A—10,731-10,731-100%$1.1M———
Greykasell Wealth Strategies, Inc.
N/A—10,374-10,374-100%$1.1M———
Rothschild Wealth LLC
N/A—9,844-9,844-100%$1.0M———
OneDigital Investment Advisors LLC
N/A—8,865-8,865-100%$918.9K———
Pacific SUN Financial Corp
N/A—7,820-7,820-100%$810.5K———
Sanctuary Advisors, LLC
N/A—7,511-7,511-100%$778.5K———
NewEdge Wealth, LLC
N/A—7,215-7,215-100%$747.8K———
AQR Capital Management LLC
N/A—6,919-6,919-100%$717.2K———
Ameritas Advisory Services, LLC
N/A—6,568-6,568-100%$680.7K———
UBS Asset Management Americas LLC
N/A—6,200-6,200-100%$642.6K———
Baird Financial Group, Inc.
N/A—6,153-6,153-100%$637.8K———
Dana Investment Advisors, Inc.
N/A—5,948-5,948-100%$616.5K———
IHT Wealth Management, LLC
N/A—5,825-5,825-100%$603.7K———
Quantinno Capital Management LP
N/A—5,792-5,792-100%$600.4K———
Susquehanna International Group, LLP
N/A—5,739-5,739-100%$594.8K———
Choate Investment Advisors
N/A—5,739-5,739-100%$594.8K———
Mutual Advisors, LLC
N/A—5,148-5,148-100%$533.6K———
Captrust Financial Advisors
N/A—4,674-4,674-100%$484.4K———
Asset Management Group, Inc.
N/A—4,633-4,633-100%$480.2K———
M&T Bank Corp
N/A—4,550-4,550-100%$471.6K———
Brightwater Advisory LLC
N/A—4,502-4,502-100%$466.6K———
Jones Financial Companies Lllp
N/A—4,336-4,336-100%$439.8K———
PNC Financial Services Group, Inc.
N/A—4,128-4,128-100%$427.8K———
Savant Capital, LLC
N/A—4,109-4,109-100%$425.9K———
Composition Wealth, LLC
N/A—4,073-4,073-100%$422.2K———
Silver OAK Securities, Incorporated
N/A—4,008-4,008-100%$415.4K———
United Capital Financial Advisors, LLC
N/A—3,616-3,616-100%$375.0K———
Kera Capital Partners, Inc.
N/A—3,578-3,578-100%$370.9K———
Steward Partners Investment Advisory, LLC
N/A—3,508-3,508-100%$363.7K———
Pure Financial Advisors, LLC
N/A—3,408-3,408-100%$353.2K———
Lutz Financial Services LLC
N/A—3,306-3,306-100%$342.7K———
Beacon Pointe Advisors, LLC
N/A—3,239-3,239-100%$335.7K———
FMB Wealth Management
N/A—3,188-3,188-100%$330.4K———
XTX Topco Ltd
N/A—2,994-2,994-100%$310.3K———
World Investment Advisors
N/A—2,866-2,866-100%$287.8K———
Integrated Wealth Concepts LLC
N/A—2,693-2,693-100%$279.2K———
Orion Porfolio Solutions, LLC
N/A—2,673-2,673-100%$277.1K———
Great Valley Advisor Group, Inc.
N/A—2,638-2,638-100%$273.5K———
Keynote Financial Services LLC
N/A—2,540-2,540-100%$263.3K———
Scotia Capital Inc.
N/A—2,511-2,511-100%$260.3K———
Geneos Wealth Management Inc.
N/A—2,440-2,440-100%$253.0K———
O'shaughnessy Asset Management, LLC
N/A—2,345-2,345-100%$243.1K———
Wealthspire Advisors, LLC
N/A—2,220-2,220-100%$230.1K———
Wealthquest Corp
N/A—2,171-2,171-100%$225.0K———
IEQ Capital, LLC
N/A—2,124-2,124-100%$220.2K———
NorthRock Partners, LLC
N/A—2,109-2,109-100%$218.6K———
HHM Wealth Advisors, LLC
N/A—2,000-2,000-100%$207.3K———
Janney Montgomery Scott LLC
N/A—1,988-1,988-100%$206.0K———
Allworth Financial LP
N/A—1,717-1,717-100%$178.0K———
Basepoint Wealth LLC
N/A—1,692-1,692-100%$175.4K———
Blair William & Co
N/A—1,528-1,528-100%$158.4K———
Bank of Montreal
N/A—1,493-1,493-100%$154.7K———
Vanguard Advisers Inc
N/A—1,433-1,433-100%$148.5K———
Synergy Investment Management, LLC
N/A—1,425-1,425-100%$147.7K———
AE Wealth Management LLC
N/A—972-972-100%$100.7K———
Coston, McIsaac & Partners
N/A—598-598-100%$62.0K———
Tidemark, LLC
N/A—547-547-100%$56.7K———
Federation des caisses Desjardins du Quebec
N/A—508-508-100%$52.7K———
Capital Analysts, LLC
N/A—442-442-100%$46.0K———
Aptus Capital Advisors, LLC
N/A—375-375-100%$38.9K———
Morris Financial Concepts, Inc.
N/A—300-300-100%$31.1K———
Russell Investments Group, Ltd.
N/A—293-293-100%$30.4K———
Bartlett & Co. Wealth Management LLC
N/A—180-180-100%$18.7K———
Arax Advisory Partners
N/A—88-88-100%$9.1K———
Showing 198 of 198 institutions