IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares US Transportation ET (IYT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares1,489,403 from 1,446,446
Change+42,957 (+3%)
Value$116.9M (-$8.5M)
Filed 2026-10-30
WestEnd Advisors, LLC
INCREASED
Shares1,486,240 from 1,383,695
Change+102,545 (+7%)
Value$116.7M (-$3.3M)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares182,143 from 167,400
Change+14,743 (+9%)
Value$14.3M (-$220.1K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares71,807 from 65,789
Change+6,018 (+9%)
Value$5.6M (-$68.9K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares58,468 from 60,503
Change-2,035 (-3%)
Value$4.6M (-$657.7K)
Filed 2026-11-02
McGuire Investment Group, LLC
DECREASED
Shares39,067 from 39,090
Change-23 (0%)
Value$3.1M (-$323.5K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares37,615 from 70,319
Change-32,704 (-47%)
Value$3.0M (-$3.1M)
Filed 2026-10-16
Exchange Traded Concepts, LLC
INCREASED
Shares32,911 from 25,077
Change+7,834 (+31%)
Value$2.6M (+$408.7K)
Filed 2026-10-28
Toth Financial Advisory Corp
INCREASED
Shares32,405 from 31,994
Change+411 (+1%)
Value$2.5M (-$231.0K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares30,438 from 30,415
Change+23 (+0%)
Value$2.4M (-$248.4K)
Filed 2026-11-05
Clarus Wealth Advisors
DECREASED
Shares30,071 from 30,095
Change-24 (0%)
Value$2.4M (-$195.7K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares29,979 from 28,671
Change+1,308 (+5%)
Value$2.4M (-$133.0K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares27,200 from 25,754
Change+1,446 (+6%)
Value$2.1M (-$98.4K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,528 from 23,457
Change+1,071 (+5%)
Value$1.9K (-$2.0M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares20,905 from 20,306
Change+599 (+3%)
Value$1.6M (-$120.1K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED
Shares20,183 from 40,710
Change-20,527 (-50%)
Value$1.6M (-$1.9M)
Filed 2026-10-29
Avior Wealth Management, LLC
NEW
Shares20,166
Change+20,166
Value$1.6M
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares18,545 from 18,100
Change+445 (+2%)
Value$1.5M (-$114.0K)
Filed 2026-11-02
Naples Global Advisors, LLC
INCREASED
Shares18,355 from 18,295
Change+60 (+0%)
Value$1.4M (-$145.9K)
Filed 2026-11-05
Florin Court Capital LLP
DECREASED
Shares17,400 from 23,900
Change-6,500 (-27%)
Value$1.4M (-$707.1K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares16,676 from 15,889
Change+787 (+5%)
Value$1.3M (-$69.0K)
Filed 2026-10-29
Sage Capital Advisors,llc
INCREASED
Shares16,007 from 15,973
Change+34 (+0%)
Value$1.3M (-$128.8K)
Filed 2026-10-13
Massachusetts Wealth Management
INCREASED
Shares15,430 from 15,270
Change+160 (+1%)
Value$1.2M (-$113.1K)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares14,651 from 11,943
Change+2,708 (+23%)
Value$1.2M (+$114.3K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,226 from 12,923
Change+1,303 (+10%)
Value$1.1M (-$1.5K)
Filed 2026-10-13
Leuthold Group, LLC
DECREASED
Shares13,354 from 14,587
Change-1,233 (-8%)
Value$1.0M (-$216.9K)
Filed 2026-11-04
New Wave Wealth Advisors LLC
DECREASED
Shares12,514 from 24,080
Change-11,566 (-48%)
Value$999.4K (-$1.1M)
Filed 2026-10-19
Bank of New York Mellon Corp
INCREASED
Shares12,450 from 9,682
Change+2,768 (+29%)
Value$977.6K (+$137.7K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares11,802 from 11,524
Change+278 (+2%)
Value$938.5K (-$61.2K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
INCREASED
Shares11,739 from 11,718
Change+21 (+0%)
Value$921.8K (-$94.7K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares10,273 from 8,228
Change+2,045 (+25%)
Value$806.6K (+$92.8K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares9,411 from 9,410
Change+1 (+0%)
Value$739 (-$77)
Filed 2026-10-27
Capital Investment Counsel, Inc
DECREASED
Shares8,773 from 8,822
Change-49 (-1%)
Value$688.9K (-$76.5K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares8,051 from 510
Change+7,541 (+1479%)
Value$636.4K (+$591.7K)
Filed 2026-11-04
Saxon Interests, Inc.
DECREASED
Shares6,550 from 7,750
Change-1,200 (-15%)
Value$514.3K (-$158.0K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
INCREASED
Shares6,346 from 5,590
Change+756 (+14%)
Value$498.3K (+$13.4K)
Filed 2026-11-02
Davis Investment Partners, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$471.1K (-$49.4K)
Filed 2026-11-05
Total Wealth Planning & Management, Inc.
DECREASED
Shares5,831 from 6,150
Change-319 (-5%)
Value$457.9K (-$75.7K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares5,627 from 2,574
Change+3,053 (+119%)
Value$441.9K (+$218.5K)
Filed 2026-10-26
Harrell Investment Partners, LLC
INCREASED
Shares5,533 from 5,175
Change+358 (+7%)
Value$434.5K (-$14.5K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
NEW
Shares5,517
Change+5,517
Value$395.3K
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares5,494 from 5,193
Change+301 (+6%)
Value$431.4K (-$19.1K)
Filed 2026-10-28
Odyssey Capital Advisors, Inc.
DECREASED
Shares5,401 from 5,445
Change-44 (-1%)
Value$424.1K (-$48.3K)
Filed 2026-10-26
Patten & Patten Inc
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$424.0K (-$44.4K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares5,228 from 4,965
Change+263 (+5%)
Value$411 (-$430.6K)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares5,173 from 5,104
Change+69 (+1%)
Value$406.2K (-$36.6K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares5,038 from 5,052
Change-14 (0%)
Value$396 (-$42)
Filed 2026-10-02
Midwest Trust Co
UNCHANGED
Shares4,764 from 4,764
Change0 (0%)
Value$374.1K (-$39.2K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares4,718 from 4,718
Change0 (0%)
Value$370.5K (-$38.8K)
Filed 2026-10-05
Oppenheimer & Co Inc
DECREASED
Shares4,146 from 4,156
Change-10 (0%)
Value$325.5K (-$35.0K)
Filed 2026-10-26
KCM Investment Advisors LLC
UNCHANGED
Shares4,132 from 4,132
Change0 (0%)
Value$324.4K (-$34.0K)
Filed 2026-10-27
StoneX Group Inc.
NEW
Shares3,905
Change+3,905
Value$331.9K
Filed 2026-11-03
Riverbridge Partners LLC
NEW
Shares3,587
Change+3,587
Value$281.7K
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares3,518 from 3,910
Change-392 (-10%)
Value$276.3K (-$63.0K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
UNCHANGED
Shares3,455 from 3,455
Change0 (0%)
Value$271.3K (-$28.4K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares3,272 from 990
Change+2,282 (+231%)
Value$256.9K (+$171.0K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares3,063 from 2,858
Change+205 (+7%)
Value$240.5K (-$7.4K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
INCREASED
Shares3,058 from 3,050
Change+8 (+0%)
Value$240.1K (-$24.4K)
Filed 2026-11-02
First United Bank & Trust
DECREASED
Shares2,983 from 3,133
Change-150 (-5%)
Value$234.2K (-$37.6K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares2,893 from 2,888
Change+5 (+0%)
Value$227.2K (-$23.3K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares2,845 from 3,303
Change-458 (-14%)
Value$223.4K (-$63.1K)
Filed 2026-10-14
Sovran Advisors, LLC
UNCHANGED
Shares2,781 from 2,781
Change0 (0%)
Value$227.0K (-$14.9K)
Filed 2026-11-02
Ellis Investment Partners, LLC
DECREASED
Shares2,683 from 2,734
Change-51 (-2%)
Value$210.7K (-$26.6K)
Filed 2026-10-21
Equity Investment Corp
NEW
Shares2,677
Change+2,677
Value$210.2K
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares2,664 from 2,343
Change+321 (+14%)
Value$209.2K (+$5.9K)
Filed 2026-10-20
Financial Insights, Inc.
INCREASED
Shares2,614 from 2,613
Change+1 (+0%)
Value$205.2K (-$21.5K)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares2,545 from 2,542
Change+3 (+0%)
Value$199.8K (-$20.7K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares2,276 from 53,020
Change-50,744 (-96%)
Value$178.7K (-$4.4M)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares1,488 from 1,488
Change0 (0%)
Value$116.8K (-$12.2K)
Filed 2026-10-14
Vima LLC
DECREASED
Shares1,335 from 1,407
Change-72 (-5%)
Value$104.9K (-$17.2K)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares1,244 from 1,244
Change0 (0%)
Value$97.7K (-$10.2K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares1,140 from 8,153
Change-7,013 (-86%)
Value$90.2K (-$617.1K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares1,120 from 996
Change+124 (+12%)
Value$87.9K (+$1.5K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
INCREASED
Shares872 from 870
Change+2 (+0%)
Value$68.5K (-$7.0K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares628 from 263
Change+365 (+139%)
Value$49.3K (+$26.5K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$47.7K (-$5.0K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares590 from 891
Change-301 (-34%)
Value$46.4K (-$30.9K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares526 from 243
Change+283 (+116%)
Value$41.3K (+$20.2K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$39.3K (-$4.1K)
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$33.8K (-$3.5K)
Filed 2026-10-22
North Star Investment Management Corp.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$33.4K (-$3.5K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares419 from 328
Change+91 (+28%)
Value$32.9K (+$4.4K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares374 from 174
Change+200 (+115%)
Value$29.4K (+$14.3K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares330 from 320
Change+10 (+3%)
Value$25.9K (-$1.8K)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$25.0K (-$2.6K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares316
Change+316
Value$24.8K
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
NEW
Shares238
Change+238
Value$18.7K
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares198 from 101
Change+97 (+96%)
Value$15.5K (+$6.8K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares194
Change+194
Value$15.2K
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares176 from 163
Change+13 (+8%)
Value$13.8K (-$320)
Filed 2026-10-26
Register Financial Advisors LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$13.5K (-$1.4K)
Filed 2026-10-23
First Pacific Financial
NEW
Shares168
Change+168
Value$13.2K
Filed 2026-10-14
Pioneer Family Office, LLC
INCREASED
Shares140 from 116
Change+24 (+21%)
Value$11.0K (+$930)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares130
Change+130
Value$10.2K
Filed 2026-10-21
Asset Dedication, LLC
NEW
Shares97
Change+97
Value$7.6K
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$6.3K (-$658)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares72
Change+72
Value$5.7K
Filed 2026-10-30
Downshift Financial, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$5.7K (-$593)
Filed 2026-10-13
Simplex Trading, LLC
DECREASED
Shares63 from 4,220
Change-4,157 (-99%)
Value$4.9K (-$361.1K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares62 from 44
Change+18 (+41%)
Value$4.8K (+$1.0K)
Filed 2026-10-15
City Holding Co
DECREASED
Shares55 from 65
Change-10 (-15%)
Value$4.3K (-$1.3K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
NEW
Shares50
Change+50
Value$3.9K
Filed 2026-10-09
Financially Speaking Inc
NEW
Shares44
Change+44
Value$3.4K
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.0K (-$206)
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares20
Change+20
Value$1.6K
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.6K (-$165)
Filed 2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (-$132)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (-$132)
Filed 2026-10-06
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (-$132)
Filed 2026-11-02
Elevate Wealth Advisory, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$79 (-$8)
Filed 2026-10-29
Mondrian Investment Partners LTD
NEW
Shares0
Change0
Value$1
Filed 2026-10-23
Gimbal Financial
CLOSED
Shares0 from 128,232
Change-128,232 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-19
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 11,867
Change-11,867 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-26
Realta Investment Advisors
CLOSED
Shares0 from 8,155
Change-8,155 (-100%)
Value$0 (-$707.4K)
Filed 2026-10-14
HBW Advisory Services LLC
CLOSED
Shares0 from 2,915
Change-2,915 (-100%)
Value$0 (-$252.9K)
Filed 2026-10-15
MGO One Seven LLC
CLOSED
Shares0 from 2,537
Change-2,537 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-28
WP Advisors, LLC
CLOSED
Shares0 from 2,506
Change-2,506 (-100%)
Value$0 (-$217.4K)
Filed 2026-10-22
Searle & Co.
CLOSED
Shares0 from 2,345
Change-2,345 (-100%)
Value$0 (-$203.4K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,848
Change-1,848 (-100%)
Value$0 (-$160.3K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,483
Change-1,483 (-100%)
Value$0 (-$129.8K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 888
Change-888 (-100%)
Value$0 (-$77.0K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$35.5K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$20.5K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$17.4K)
Filed 2026-11-04
Copeland Capital Management, LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-13
Evolution Wealth Management Inc.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-28
JPMorgan Chase & Co
N/A
Shares— from 4,855,186
Change-4,855,186 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,392,497
Change-2,392,497 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,302,141
Change-2,302,141 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,732,162
Change-1,732,162 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,286,966
Change-1,286,966 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 826,646
Change-826,646 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 589,896
Change-589,896 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 576,897
Change-576,897 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 539,227
Change-539,227 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 523,600
Change-523,600 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 492,750
Change-492,750 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 400,029
Change-400,029 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 290,181
Change-290,181 (-100%)
Value—
UBS Group AG
N/A
Shares— from 227,530
Change-227,530 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 200,712
Change-200,712 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 200,665
Change-200,665 (-100%)
Value—
Barclays PLC
N/A
Shares— from 200,063
Change-200,063 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 153,671
Change-153,671 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 129,993
Change-129,993 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 121,700
Change-121,700 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 116,411
Change-116,411 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 91,168
Change-91,168 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 84,022
Change-84,022 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 59,269
Change-59,269 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 59,100
Change-59,100 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 58,050
Change-58,050 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 47,792
Change-47,792 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 45,695
Change-45,695 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 39,901
Change-39,901 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 38,625
Change-38,625 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 37,697
Change-37,697 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 33,800
Change-33,800 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 33,075
Change-33,075 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,491
Change-32,491 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 30,741
Change-30,741 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 25,077
Change-25,077 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 24,035
Change-24,035 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 22,859
Change-22,859 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,647
Change-22,647 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 21,085
Change-21,085 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,753
Change-15,753 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,672
Change-14,672 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 12,403
Change-12,403 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,245
Change-12,245 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,715
Change-11,715 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,675
Change-11,675 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 11,426
Change-11,426 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 11,345
Change-11,345 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 11,280
Change-11,280 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 11,226
Change-11,226 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,624
Change-10,624 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 10,575
Change-10,575 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 10,177
Change-10,177 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 10,008
Change-10,008 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,848
Change-8,848 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,674
Change-8,674 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,016
Change-8,016 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
&partners
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 681
Change-681 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 570
Change-570 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 569
Change-569 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 264
Change-264 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 262
Change-262 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
EFG International AG
N/A
Shares— from 250
Change-250 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 216
Change-216 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 193
Change-193 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 168
Change-168 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 125
Change-125 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 89
Change-89 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 82
Change-82 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 49
Change-49 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 27
Change-27 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Truist Financial Corp
INCREASED1,489,4031,446,446+42,957+3%$125.5M$116.9M-$8.5M2026-10-30
WestEnd Advisors, LLC
INCREASED1,486,2401,383,695+102,545+7%$120.0M$116.7M-$3.3M2026-10-27
Assetmark, Inc
INCREASED182,143167,400+14,743+9%$14.5M$14.3M-$220.1K2026-10-21
Davenport & Co LLC
INCREASED71,80765,789+6,018+9%$5.7M$5.6M-$68.9K2026-10-14
Commonwealth Equity Services, LLC
DECREASED58,46860,503-2,035-3%$5.2M$4.6M-$657.7K2026-11-02
McGuire Investment Group, LLC
DECREASED39,06739,090-230%$3.4M$3.1M-$323.5K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED37,61570,319-32,704-47%$6.1M$3.0M-$3.1M2026-10-16
Exchange Traded Concepts, LLC
INCREASED32,91125,077+7,834+31%$2.2M$2.6M+$408.7K2026-10-28
Toth Financial Advisory Corp
INCREASED32,40531,994+411+1%$2.8M$2.5M-$231.0K2026-10-08
J.W. Cole Advisors, Inc.
INCREASED30,43830,415+23+0%$2.6M$2.4M-$248.4K2026-11-05
Clarus Wealth Advisors
DECREASED30,07130,095-240%$2.6M$2.4M-$195.7K2026-10-13
Thrivent Financial for Lutherans
INCREASED29,97928,671+1,308+5%$2.5M$2.4M-$133.0K2026-11-05
Atria Investments, Inc
INCREASED27,20025,754+1,446+6%$2.2M$2.1M-$98.4K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED24,52823,457+1,071+5%$2.0M$1.9K-$2.0M2026-11-02
Creative Planning
INCREASED20,90520,306+599+3%$1.8M$1.6M-$120.1K2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED20,18340,710-20,527-50%$3.5M$1.6M-$1.9M2026-10-29
Avior Wealth Management, LLC
NEW20,166—+20,166——$1.6M—2026-10-13
Kestra Advisory Services, LLC
INCREASED18,54518,100+445+2%$1.6M$1.5M-$114.0K2026-11-02
Naples Global Advisors, LLC
INCREASED18,35518,295+60+0%$1.6M$1.4M-$145.9K2026-11-05
Florin Court Capital LLP
DECREASED17,40023,900-6,500-27%$2.1M$1.4M-$707.1K2026-11-02
Signature Equity Partners, LLC
INCREASED16,67615,889+787+5%$1.4M$1.3M-$69.0K2026-10-29
Sage Capital Advisors,llc
INCREASED16,00715,973+34+0%$1.4M$1.3M-$128.8K2026-10-13
Massachusetts Wealth Management
INCREASED15,43015,270+160+1%$1.3M$1.2M-$113.1K2026-10-21
Simplicity Wealth,LLC
INCREASED14,65111,943+2,708+23%$1.0M$1.2M+$114.3K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED14,22612,923+1,303+10%$1.1M$1.1M-$1.5K2026-10-13
Leuthold Group, LLC
DECREASED13,35414,587-1,233-8%$1.3M$1.0M-$216.9K2026-11-04
New Wave Wealth Advisors LLC
DECREASED12,51424,080-11,566-48%$2.1M$999.4K-$1.1M2026-10-19
Bank of New York Mellon Corp
INCREASED12,4509,682+2,768+29%$839.9K$977.6K+$137.7K2026-11-05
AdvisorNet Financial, Inc
INCREASED11,80211,524+278+2%$999.7K$938.5K-$61.2K2026-10-15
Retirement Planning Co of New England, Inc.
INCREASED11,73911,718+21+0%$1.0M$921.8K-$94.7K2026-10-15
Fifth Third Bancorp
INCREASED10,2738,228+2,045+25%$713.8K$806.6K+$92.8K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED9,4119,410+1+0%$816$739-$772026-10-27
Capital Investment Counsel, Inc
DECREASED8,7738,822-49-1%$765.3K$688.9K-$76.5K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED8,051510+7,541+1479%$44.6K$636.4K+$591.7K2026-11-04
Saxon Interests, Inc.
DECREASED6,5507,750-1,200-15%$672.3K$514.3K-$158.0K2026-10-26
GC Wealth Management RIA, LLC
INCREASED6,3465,590+756+14%$484.9K$498.3K+$13.4K2026-11-02
Davis Investment Partners, LLC
UNCHANGED6,0006,00000%$520.5K$471.1K-$49.4K2026-11-05
Total Wealth Planning & Management, Inc.
DECREASED5,8316,150-319-5%$533.5K$457.9K-$75.7K2026-10-23
Indivisible Partners
INCREASED5,6272,574+3,053+119%$223.3K$441.9K+$218.5K2026-10-26
Harrell Investment Partners, LLC
INCREASED5,5335,175+358+7%$448.9K$434.5K-$14.5K2026-10-15
Ashton Thomas Securities, LLC
NEW5,517—+5,517——$395.3K—2026-10-26
Cullen T Bankers, Inc.
INCREASED5,4945,193+301+6%$450.5K$431.4K-$19.1K2026-10-28
Odyssey Capital Advisors, Inc.
DECREASED5,4015,445-44-1%$472.4K$424.1K-$48.3K2026-10-26
Patten & Patten Inc
UNCHANGED5,4005,40000%$468.5K$424.0K-$44.4K2026-10-26
Park Avenue Securities LLC
INCREASED5,2284,965+263+5%$431.0K$411-$430.6K2026-10-26
Meridian Wealth Management, LLC
INCREASED5,1735,104+69+1%$442.8K$406.2K-$36.6K2026-11-05
CX Institutional
DECREASED5,0385,052-140%$438$396-$422026-10-02
Midwest Trust Co
UNCHANGED4,7644,76400%$413.3K$374.1K-$39.2K2026-10-22
Ferguson Wellman Capital Management, Inc
UNCHANGED4,7184,71800%$409.3K$370.5K-$38.8K2026-10-05
Oppenheimer & Co Inc
DECREASED4,1464,156-100%$360.5K$325.5K-$35.0K2026-10-26
KCM Investment Advisors LLC
UNCHANGED4,1324,13200%$358.4K$324.4K-$34.0K2026-10-27
StoneX Group Inc.
NEW3,905—+3,905——$331.9K—2026-11-03
Riverbridge Partners LLC
NEW3,587—+3,587——$281.7K—2026-11-05
Brighton Jones LLC
DECREASED3,5183,910-392-10%$339.2K$276.3K-$63.0K2026-11-03
Commonwealth Retirement Investments LLC
UNCHANGED3,4553,45500%$299.7K$271.3K-$28.4K2026-10-26
Parallel Advisors, LLC
INCREASED3,272990+2,282+231%$85.9K$256.9K+$171.0K2026-11-03
Independent Financial Group, LLC
INCREASED3,0632,858+205+7%$247.9K$240.5K-$7.4K2026-10-13
Quadcap Wealth Management, LLC
INCREASED3,0583,050+8+0%$264.5K$240.1K-$24.4K2026-11-02
First United Bank & Trust
DECREASED2,9833,133-150-5%$271.8K$234.2K-$37.6K2026-10-22
Private Trust Co NA
INCREASED2,8932,888+5+0%$250.5K$227.2K-$23.3K2026-10-20
Focus Financial Network, Inc.
DECREASED2,8453,303-458-14%$286.5K$223.4K-$63.1K2026-10-14
Sovran Advisors, LLC
UNCHANGED2,7812,78100%$241.9K$227.0K-$14.9K2026-11-02
Ellis Investment Partners, LLC
DECREASED2,6832,734-51-2%$237.3K$210.7K-$26.6K2026-10-21
Equity Investment Corp
NEW2,677—+2,677——$210.2K—2026-11-04
Portfolio Resources Advisor Group, Inc.
INCREASED2,6642,343+321+14%$203.3K$209.2K+$5.9K2026-10-20
Financial Insights, Inc.
INCREASED2,6142,613+1+0%$226.7K$205.2K-$21.5K2026-10-27
Spire Wealth Management
INCREASED2,5452,542+3+0%$220.5K$199.8K-$20.7K2026-10-30
Citigroup Inc
DECREASED2,27653,020-50,744-96%$4.6M$178.7K-$4.4M2026-11-04
Mather Group, Llc.
UNCHANGED1,4881,48800%$129.1K$116.8K-$12.2K2026-10-14
Vima LLC
DECREASED1,3351,407-72-5%$122.1K$104.9K-$17.2K2026-10-23
Montag A & Associates Inc
UNCHANGED1,2441,24400%$107.9K$97.7K-$10.2K2026-10-29
TD Waterhouse Canada Inc.
DECREASED1,1408,153-7,013-86%$707.4K$90.2K-$617.1K2026-10-16
IFP Advisors, Inc
INCREASED1,120996+124+12%$86.4K$87.9K+$1.5K2026-10-16
Vermillion Wealth Management, Inc.
INCREASED872870+2+0%$75.5K$68.5K-$7.0K2026-10-26
Signaturefd, LLC
INCREASED628263+365+139%$22.8K$49.3K+$26.5K2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED60860800%$52.7K$47.7K-$5.0K2026-10-30
Creative Financial Designs Inc
DECREASED590891-301-34%$77.3K$46.4K-$30.9K2026-11-04
Farther Finance Advisors, LLC
INCREASED526243+283+116%$21.1K$41.3K+$20.2K2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED50050000%$43.4K$39.3K-$4.1K2026-10-27
Manchester Capital Management LLC
UNCHANGED43043000%$37.3K$33.8K-$3.5K2026-10-22
North Star Investment Management Corp.
UNCHANGED42542500%$36.9K$33.4K-$3.5K2026-10-27
CoreCap Advisors, LLC
INCREASED419328+91+28%$28.5K$32.9K+$4.4K2026-10-08
Rossby Financial, LCC
INCREASED374174+200+115%$15.1K$29.4K+$14.3K2026-11-05
US Bancorp \de\
INCREASED330320+10+3%$27.8K$25.9K-$1.8K2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED31831800%$27.6K$25.0K-$2.6K2026-10-27
Ascentis Independent Advisors
NEW316—+316——$24.8K—2026-11-03
Wilmington Savings Fund Society, FSB
NEW238—+238——$18.7K—2026-10-23
Concord Wealth Partners
INCREASED198101+97+96%$8.8K$15.5K+$6.8K2026-11-02
Nova Financial LLC
NEW194—+194——$15.2K—2026-11-04
Lanark Financial, Inc.
INCREASED176163+13+8%$14.1K$13.8K-$3202026-10-26
Register Financial Advisors LLC
UNCHANGED17217200%$14.9K$13.5K-$1.4K2026-10-23
First Pacific Financial
NEW168—+168——$13.2K—2026-10-14
Pioneer Family Office, LLC
INCREASED140116+24+21%$10.1K$11.0K+$9302026-10-30
Root Financial Partners, LLC
NEW130—+130——$10.2K—2026-10-21
Asset Dedication, LLC
NEW97—+97——$7.6K—2026-11-03
Triumph Capital Management
UNCHANGED808000%$6.9K$6.3K-$6582026-10-14
Team Financial Group, LLC
NEW72—+72——$5.7K—2026-10-30
Downshift Financial, LLC
UNCHANGED727200%$6.2K$5.7K-$5932026-10-13
Simplex Trading, LLC
DECREASED634,220-4,157-99%$366.1K$4.9K-$361.1K2026-11-04
Blue Trust, Inc.
INCREASED6244+18+41%$3.8K$4.8K+$1.0K2026-10-15
City Holding Co
DECREASED5565-10-15%$5.6K$4.3K-$1.3K2026-10-19
Armstrong Advisory Group, Inc
NEW50—+50——$3.9K—2026-10-09
Financially Speaking Inc
NEW44—+44——$3.4K—2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED252500%$2.2K$2.0K-$2062026-11-02
Clayton Financial Group LLC
NEW20—+20——$1.6K—2026-10-13
Blue Bell Private Wealth Management, LLC
UNCHANGED202000%$1.7K$1.6K-$1652026-10-29
Elevated Capital Advisors, LLC
UNCHANGED161600%$1.4K$1.3K-$1322026-11-04
Central Pacific Bank - Trust Division
UNCHANGED161600%$1.4K$1.3K-$1322026-10-06
Quest 10 Wealth Builders, Inc.
UNCHANGED161600%$1.4K$1.3K-$1322026-11-02
Elevate Wealth Advisory, Inc
UNCHANGED1100%$87$79-$82026-10-29
Mondrian Investment Partners LTD
NEW0—0——$1—2026-10-23
Gimbal Financial
CLOSED0128,232-128,232-100%$11.1M$0-$11.1M2026-10-19
FSA Wealth Partners, Inc.
CLOSED011,867-11,867-100%$1.0M$0-$1.0M2026-10-26
Realta Investment Advisors
CLOSED08,155-8,155-100%$707.4K$0-$707.4K2026-10-14
HBW Advisory Services LLC
CLOSED02,915-2,915-100%$252.9K$0-$252.9K2026-10-15
MGO One Seven LLC
CLOSED02,537-2,537-100%$220.1K$0-$220.1K2026-10-28
WP Advisors, LLC
CLOSED02,506-2,506-100%$217.4K$0-$217.4K2026-10-22
Searle & Co.
CLOSED02,345-2,345-100%$203.4K$0-$203.4K2026-11-04
LifeSteps Financial, Inc.
CLOSED01,848-1,848-100%$160.3K$0-$160.3K2026-10-15
International Assets Investment Management, LLC
CLOSED01,483-1,483-100%$129.8K$0-$129.8K2026-11-02
Salem Investment Counselors Inc
CLOSED0888-888-100%$77.0K$0-$77.0K2026-10-13
Cornerstone Planning Group LLC
CLOSED0403-403-100%$35.5K$0-$35.5K2026-10-16
Ashton Thomas Private Wealth, LLC
CLOSED0236-236-100%$20.5K$0-$20.5K2026-11-03
EverSource Wealth Advisors, LLC
CLOSED0200-200-100%$17.4K$0-$17.4K2026-11-04
Copeland Capital Management, LLC
CLOSED083-83-100%$7.2K$0-$7.2K2026-10-13
Evolution Wealth Management Inc.
CLOSED035-35-100%$3.0K$0-$3.0K2026-10-28
JPMorgan Chase & Co
N/A—4,855,186-4,855,186-100%$425.5M———
Bank of America Corp
N/A—2,392,497-2,392,497-100%$207.5M———
Envestnet Asset Management Inc
N/A—2,302,141-2,302,141-100%$199.7M———
Raymond James Financial Inc
N/A—1,732,162-1,732,162-100%$150.3M———
Janney Montgomery Scott LLC
N/A—1,286,966-1,286,966-100%$111.6M———
Morgan Stanley
N/A—826,646-826,646-100%$71.7M———
LPL Financial LLC
N/A—589,896-589,896-100%$51.2M———
Goldman Sachs Group Inc
N/A—576,897-576,897-100%$50.0M———
Bluespring Wealth Management, LLC
N/A—539,227-539,227-100%$46.8M———
Wells Fargo & Company
N/A—523,600-523,600-100%$45.4M———
Victory Capital Management Inc
N/A—492,750-492,750-100%$42.7M———
BNP Paribas Financial Markets
N/A—400,029-400,029-100%$34.7M———
First Financial Bankshares Inc
N/A—290,181-290,181-100%$25.2M———
UBS Group AG
N/A—227,530-227,530-100%$19.7M———
Royal Bank of Canada
N/A—200,712-200,712-100%$17.4M———
Foundations Investment Advisors, LLC
N/A—200,665-200,665-100%$17.4M———
Barclays PLC
N/A—200,063-200,063-100%$17.4M———
Stifel Financial Corp
N/A—153,671-153,671-100%$13.3M———
Ameriprise Financial Inc
N/A—129,993-129,993-100%$11.3M———
Point72 Asset Management, L.P.
N/A—121,700-121,700-100%$10.6M———
Quadrature Capital Ltd
N/A—116,411-116,411-100%$10.1M———
Deeter Investments LLP
N/A—100,000-100,000-100%$8.7M———
Cetera Investment Advisers
N/A—91,168-91,168-100%$7.9M———
J. Goldman & Co LP
N/A—84,022-84,022-100%$7.3M———
Qube Research & Technologies Ltd
N/A—59,269-59,269-100%$5.1M———
Rokos Capital Management LLP
N/A—59,100-59,100-100%$5.1M———
Osaic Holdings, Inc.
N/A—58,050-58,050-100%$5.0M———
Baird Financial Group, Inc.
N/A—47,792-47,792-100%$4.1M———
Sanctuary Advisors, LLC
N/A—45,695-45,695-100%$4.0M———
PNC Financial Services Group, Inc.
N/A—39,901-39,901-100%$3.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—38,625-38,625-100%$3.4M———
Jones Financial Companies Lllp
N/A—37,697-37,697-100%$3.3M———
Renaissance Technologies LLC
N/A—33,800-33,800-100%$2.9M———
Coastal Bridge Advisors, LLC
N/A—33,075-33,075-100%$2.9M———
Susquehanna International Group, LLP
N/A—32,491-32,491-100%$2.8M———
Merit Financial Group, LLC
N/A—30,741-30,741-100%$2.7M———
Horizon Investments, LLC
N/A—25,077-25,077-100%$2.2M———
Manufacturers Life Insurance Company, the
N/A—24,035-24,035-100%$2.1M———
Indie Asset Partners, LLC
N/A—22,859-22,859-100%$2.0M———
Advisory Services Network, LLC
N/A—22,647-22,647-100%$2.0M———
Balyasny Asset Management L.P.
N/A—21,800-21,800-100%$1.9M———
SIG Brokerage, LP
N/A—21,085-21,085-100%$1.8M———
XTX Topco Ltd
N/A—16,654-16,654-100%$1.4M———
HighTower Advisors, LLC
N/A—15,753-15,753-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—14,672-14,672-100%$1.3M———
Cary Street Partners Investment Advisory LLC
N/A—12,403-12,403-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—12,245-12,245-100%$1.1M———
Waverly Advisors, LLC
N/A—11,715-11,715-100%$1.0M———
Tower Research Capital LLC (TRC)
N/A—11,675-11,675-100%$1.0M———
Marshall Wace, LLP
N/A—11,426-11,426-100%$991.2K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—11,345-11,345-100%$984.2K———
Mmbg Investment Advisors Co.
N/A—11,280-11,280-100%$978.5K———
CIBC World Market Inc.
N/A—11,226-11,226-100%$973.9K———
Rockefeller Capital Management L.P.
N/A—10,624-10,624-100%$921.7K———
Symmetry Investments LP
N/A—10,575-10,575-100%$917.4K———
Squarepoint Ops LLC
N/A—10,555-10,555-100%$915.6K———
Trivium Point Advisory, LLC
N/A—10,177-10,177-100%$882.8K———
Institute for Wealth Management, Llc.
N/A—10,008-10,008-100%$868.2K———
KKM Financial LLC
N/A—9,269-9,269-100%$804.1K———
Aster Capital Management (Difc) Ltd
N/A—8,890-8,890-100%$771.2K———
NewEdge Advisors, LLC
N/A—8,848-8,848-100%$767.6K———
GeoWealth Management, LLC
N/A—8,674-8,674-100%$752.5K———
Cerity Partners LLC
N/A—8,656-8,656-100%$750.9K———
Private Advisor Group, LLC
N/A—8,016-8,016-100%$695.4K———
PFG Investments, LLC
N/A—7,710-7,710-100%$668.8K———
Bramshill Investments, LLC
N/A—7,500-7,500-100%$650.6K———
FMR LLC
N/A—7,111-7,111-100%$616.9K———
Menora Mivtachim Holdings Ltd.
N/A—7,000-7,000-100%$607.3K———
Garrison Point Advisors, LLC
N/A—6,896-6,896-100%$598.2K———
Intrepid Financial Planning Group LLC
N/A—6,727-6,727-100%$583.5K———
Barometer Capital Management Inc.
N/A—6,700-6,700-100%$581.2K———
Transcend Capital Advisors, LLC
N/A—6,575-6,575-100%$570.4K———
Jane Street Group, LLC
N/A—6,525-6,525-100%$566.0K———
&partners
N/A—6,519-6,519-100%$565.5K———
Equitable Holdings, Inc.
N/A—6,130-6,130-100%$531.8K———
Harding Loevner LP
N/A—5,791-5,791-100%$491.8K———
HRT Financial LP
N/A—5,772-5,772-100%$500.0K———
First Wilshire Securities Management Inc
N/A—5,600-5,600-100%$485.8K———
Phillips Wealth Planners LLC
N/A—5,361-5,361-100%$467.3K———
Savvy Advisors, Inc.
N/A—5,255-5,255-100%$455.9K———
Capital Wealth Planning, LLC
N/A—5,255-5,255-100%$455.9K———
Stephens Inc
N/A—5,037-5,037-100%$437.0K———
GTS Securities LLC
N/A—4,889-4,889-100%$424.1K———
Mercer Global Advisors Inc
N/A—4,806-4,806-100%$416.9K———
CreativeOne Wealth, LLC
N/A—4,660-4,660-100%$404.3K———
Fortis Group Advisors, LLC
N/A—4,605-4,605-100%$399.5K———
Capula Management Ltd
N/A—4,588-4,588-100%$398.0K———
Summit Financial, LLC
N/A—4,546-4,546-100%$394.4K———
MML Investors Services, LLC
N/A—4,392-4,392-100%$381.0K———
Focus Partners Wealth
N/A—3,914-3,914-100%$339.6K———
Captrust Financial Advisors
N/A—3,803-3,803-100%$329.9K———
Valmark Advisers, Inc.
N/A—3,769-3,769-100%$327.0K———
EP Wealth Advisors, LLC
N/A—3,583-3,583-100%$310.8K———
Private Wealth Advisors, LLC
N/A—3,507-3,507-100%$304.3K———
Two Sigma Securities, LLC
N/A—3,469-3,469-100%$300.9K———
Belpointe Asset Management LLC
N/A—3,264-3,264-100%$283.2K———
Howe & Rusling Inc
N/A—3,244-3,244-100%$281.4K———
Kintra Wealth, LLC
N/A—3,233-3,233-100%$285.0K———
Geneos Wealth Management Inc.
N/A—3,132-3,132-100%$271.7K———
Global Retirement Partners, LLC
N/A—3,008-3,008-100%$261.0K———
Wealthspire Advisors, LLC
N/A—2,893-2,893-100%$251.0K———
Sequoia Financial Advisors, LLC
N/A—2,854-2,854-100%$247.6K———
Steward Partners Investment Advisory, LLC
N/A—2,669-2,669-100%$231.6K———
RB Capital Management, LLC
N/A—2,502-2,502-100%$217.1K———
Runnymede Capital Advisors, Inc.
N/A—2,404-2,404-100%$208.5K———
Blue Chip Partners, LLC
N/A—2,325-2,325-100%$201.7K———
Bank of Marin
N/A—2,312-2,312-100%$200.6K———
Harbour Investments, Inc.
N/A—2,207-2,207-100%$191.4K———
Blair William & Co
N/A—2,152-2,152-100%$186.7K———
National Bank of Canada
N/A—1,908-1,908-100%$165.5K———
FWL Investment Management, LLC
N/A—1,222-1,222-100%$106.0K———
Arax Advisory Partners
N/A—1,194-1,194-100%$103.6K———
UBS Asset Management Americas LLC
N/A—1,078-1,078-100%$93.5K———
BFC Planning, Inc.
N/A—1,000-1,000-100%$86.8K———
Timbuktu Capital Management, LLC
N/A—1,000-1,000-100%$86.8K———
Allworth Financial LP
N/A—681-681-100%$59.0K———
IFG Advisory, LLC
N/A—669-669-100%$58.0K———
Cary Street Partners Financial LLC
N/A—571-571-100%$49.5K———
Peterson Wealth Management
N/A—570-570-100%$49.4K———
Bank of Montreal
N/A—569-569-100%$49.4K———
Aristotle Capital Management, LLC
N/A—554-554-100%$48.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—540-540-100%$46.9K———
BlackRock, Inc.
N/A—500-500-100%$43.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—423-423-100%$36.7K———
Lazard Asset Management LLC
N/A—347-347-100%$30.1K———
Mpwm Advisory Solutions, LLC
N/A—280-280-100%$24.3K———
Keating Financial Advisory Services, Inc.
N/A—264-264-100%$22.9K———
Copia Wealth Management
N/A—262-262-100%$22.7K———
Strategic Wealth Advisors LLC
N/A—252-252-100%$18———
EFG International AG
N/A—250-250-100%$21.7K———
Clearstead Advisors, LLC
N/A—220-220-100%$19.1K———
Atlantic Union Bankshares Corp
N/A—216-216-100%$18.8K———
Strategic Wealth Partners, Ltd.
N/A—193-193-100%$16.7K———
AE Wealth Management LLC
N/A—169-169-100%$14.7K———
SHP Wealth Management
N/A—168-168-100%$14.6K———
Orion Capital Management LLC
N/A—156-156-100%$13.6K———
WealthCollab, LLC
N/A—132-132-100%$11.5K———
Huntington National Bank
N/A—125-125-100%$10.8K———
Founders Financial Alliance, LLC
N/A—104-104-100%$9.0K———
MidFirst Bank
N/A—89-89-100%$7.7K———
Delos Wealth Advisors, LLC
N/A—84-84-100%$7.3K———
Glassman Wealth Services
N/A—82-82-100%$7.1K———
Aptus Capital Advisors, LLC
N/A—80-80-100%$6.9K———
Russell Investments Group, Ltd.
N/A—60-60-100%$5.2K———
Glen Eagle Advisors, LLC
N/A—60-60-100%$5.2K———
Bogart Wealth, LLC
N/A—58-58-100%$5.0K———
London Co of Virginia
N/A—49-49-100%$4.2K———
O'shaughnessy Asset Management, LLC
N/A—44-44-100%$3.8K———
Fiduciary Financial Advisors
N/A—27-27-100%$2.3K———
Continuum Advisory, LLC
N/A—25-25-100%$2.2K———
Meramec Financial Planners, LLC
N/A—9-9-100%$785———
Showing 277 of 277 institutions