Ishares Global Comm Services (IXP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares76,633 from 80,108

Change-3,475 (-4%)

Value$9.1M (+$23.5K)

Filed 2026-11-06

Banco Santander, S.A.

DECREASED

Shares56,016 from 58,684

Change-2,668 (-5%)

Value$6.6M (+$2.7K)

Filed 2026-11-10

Corrado Advisors, LLC

INCREASED

Shares34,039 from 32,295

Change+1,744 (+5%)

Value$4.0M (+$381.3K)

Filed 2026-10-27

Rockland Trust Co

DECREASED

Shares33,848 from 33,946

Change-98 (0%)

Value$4.0M (+$172.5K)

Filed 2026-10-05

Paragon Advisors, LLC

DECREASED

Shares21,757 from 24,466

Change-2,709 (-11%)

Value$2.6M (-$187.7K)

Filed 2026-11-03

HighTower Advisors, LLC

DECREASED

Shares20,579 from 21,413

Change-834 (-4%)

Value$2.4M (+$17.5K)

Filed 2026-11-10

Bank of Montreal

INCREASED

Shares17,418 from 16,257

Change+1,161 (+7%)

Value$2.1M (+$225.5K)

Filed 2026-11-09

Thrivent Financial for Lutherans

DECREASED

Shares8,257 from 8,808

Change-551 (-6%)

Value$977.0K (-$17.0K)

Filed 2026-11-05

Slow Capital, Inc.

DECREASED

Shares7,815 from 8,092

Change-277 (-3%)

Value$924.3K (+$11.1K)

Filed 2026-10-23

Fifth Third Bancorp

INCREASED

Shares7,732 from 2,031

Change+5,701 (+281%)

Value$914.4K (+$685.2K)

Filed 2026-11-05

AMI Asset Management Corp

NEW

Shares7,174

Change+7,174

Value$848.5K

Filed 2026-10-20

Meridian Investment Counsel Inc.

DECREASED

Shares6,250 from 6,500

Change-250 (-4%)

Value$739.2K (+$5.7K)

Filed 2026-10-14

Bank of New York Mellon Corp

NEW

Shares6,209

Change+6,209

Value$734.3K

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares5,997 from 5,997

Change0 (0%)

Value$709.3K (+$32.5K)

Filed 2026-11-05

Midwest Trust Co

DECREASED

Shares5,964 from 6,000

Change-36 (-1%)

Value$705.4K (+$28.3K)

Filed 2026-10-22

Bessemer Group Inc

UNCHANGED

Shares5,142 from 5,142

Change0 (0%)

Value$608.0K (+$28.0K)

Filed 2026-11-09

WBH Advisory Inc

DECREASED

Shares4,010 from 4,108

Change-98 (-2%)

Value$474.2K (+$10.7K)

Filed 2026-11-05

Tiller Private Wealth, Inc.

DECREASED

Shares2,965 from 3,185

Change-220 (-7%)

Value$350.7K (-$8.7K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

DECREASED

Shares2,684 from 3,240

Change-556 (-17%)

Value$317.4K (-$48.2K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

UNCHANGED

Shares2,635 from 2,635

Change0 (0%)

Value$311.6K (+$14.3K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

UNCHANGED

Shares2,570 from 2,570

Change0 (0%)

Value$304.0K (+$13.9K)

Filed 2026-11-06

Miller Howard Investments Inc

NEW

Shares2,438

Change+2,438

Value$288.3K

Filed 2026-10-26

Creative Financial Designs Inc

UNCHANGED

Shares2,284 from 2,284

Change0 (0%)

Value$270.1K (+$12.4K)

Filed 2026-11-04

Capital Square, LLC

UNCHANGED

Shares1,900 from 1,900

Change0 (0%)

Value$224.7K (+$238)

Filed 2026-10-19

Csenge Advisory Group

NEW

Shares1,756

Change+1,756

Value$207.7K

Filed 2026-11-04

Creative Planning

NEW

Shares1,756

Change+1,756

Value$207.7K

Filed 2026-11-02

Mondrian Investment Partners LTD

NEW

Shares1,463

Change+1,463

Value$170.3K

Filed 2026-10-23

Allspring Global Investments Holdings, LLC

NEW

Shares1,101

Change+1,101

Value$129.2K

Filed 2026-11-04

SBI Securities Co., Ltd.

INCREASED

Shares1,018 from 1,017

Change+1 (+0%)

Value$120.4K (+$5.6K)

Filed 2026-10-22

North Star Investment Management Corp.

UNCHANGED

Shares834 from 834

Change0 (0%)

Value$98.7K (+$4.5K)

Filed 2026-10-27

WestEnd Advisors, LLC

NEW

Shares699

Change+699

Value$82.7K

Filed 2026-10-27

Nuveen, LLC

NEW

Shares664

Change+664

Value$78.9K

Filed 2026-11-10

AlphaCore Capital LLC

UNCHANGED

Shares484 from 484

Change0 (0%)

Value$57.2K (+$2.6K)

Filed 2026-11-04

CX Institutional

DECREASED

Shares468 from 6,540

Change-6,072 (-93%)

Value$55.0K (+$54.3K)

Filed 2026-10-02

Parkside Financial Bank & Trust

UNCHANGED

Shares462 from 462

Change0 (0%)

Value$54.6K (+$2.5K)

Filed 2026-10-27

Bradley & Co. Private Wealth Management, LLC

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$41.4K (+$1.9K)

Filed 2026-10-23

IFP Advisors, Inc

UNCHANGED

Shares280 from 280

Change0 (0%)

Value$33.1K (+$1.5K)

Filed 2026-10-16

Rossby Financial, LCC

NEW

Shares259

Change+259

Value$30.7K

Filed 2026-11-05

Lanark Financial, Inc.

DECREASED

Shares183 from 195

Change-12 (-6%)

Value$21.7K (-$360)

Filed 2026-10-26

Spire Wealth Management

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$17.2K (+$791)

Filed 2026-10-30

Winch Advisory Services, LLC

UNCHANGED

Shares137 from 137

Change0 (0%)

Value$16.2K (+$743)

Filed 2026-11-06

Blue Trust, Inc.

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$15.9K (+$730)

Filed 2026-10-15

CoreCap Advisors, LLC

UNCHANGED

Shares119 from 119

Change0 (0%)

Value$14.1K (+$645)

Filed 2026-10-08

Union Savings Bank

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$12.4K (+$570)

Filed 2026-10-14

Central Pacific Bank - Trust Division

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$8.3K (+$380)

Filed 2026-10-06

Assetmark, Inc

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$4.0K (+$184)

Filed 2026-10-21

Silvant Capital Management LLC

NEW

Shares33

Change+33

Value$4.0K

Filed 2026-11-09

Canton Hathaway, LLC

NEW

Shares29

Change+29

Value$3.4K

Filed 2026-10-23

Great Lakes Advisors, LLC

NEW

Shares5

Change+5

Value$563

Filed 2026-11-06

Cadent Capital Advisors, LLC

CLOSED

Shares0 from 4,062

Change-4,062 (-100%)

Value$0 (-$458.3K)

Filed 2026-10-09

PW Nova Financial Services LLC

CLOSED

Shares0 from 2,040

Change-2,040 (-100%)

Value$0 (-$230.2K)

Filed 2026-10-15

Sightline Wealth Advisors, LLC

CLOSED

Shares0 from 2,008

Change-2,008 (-100%)

Value$0 (-$226.6K)

Filed 2026-10-21

Parallel Advisors, LLC

CLOSED

Shares0 from 620

Change-620 (-100%)

Value$0 (-$70.0K)

Filed 2026-11-03

IFG Advisory, LLC

CLOSED

Shares0 from 378

Change-378 (-100%)

Value$0 (-$42.7K)

Filed 2026-11-09

Breakwater Investment Management

CLOSED

Shares0 from 201

Change-201 (-100%)

Value$0 (-$22.7K)

Filed 2026-10-20

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 135

Change-135 (-100%)

Value$0 (-$15.2K)

Filed 2026-11-06

Gen-Wealth Partners Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$11.3K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 86

Change-86 (-100%)

Value$0 (-$9.8K)

Filed 2026-11-02

Realta Investment Advisors

CLOSED

Shares0 from 85

Change-85 (-100%)

Value$0 (-$9.6K)

Filed 2026-10-14

Pgim Custom Harvest LLC

N/A

Shares— from 597,331

Change-597,331 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 562,384

Change-562,384 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 199,043

Change-199,043 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 105,222

Change-105,222 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 88,872

Change-88,872 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 74,630

Change-74,630 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 64,656

Change-64,656 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 64,051

Change-64,051 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 62,925

Change-62,925 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 35,754

Change-35,754 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 28,217

Change-28,217 (-100%)

Value—

HC Advisors, LLC

N/A

Shares— from 26,959

Change-26,959 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 26,359

Change-26,359 (-100%)

Value—

UBS Group AG

N/A

Shares— from 25,641

Change-25,641 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 17,682

Change-17,682 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 17,003

Change-17,003 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 16,869

Change-16,869 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16,527

Change-16,527 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,204

Change-14,204 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,972

Change-13,972 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 13,250

Change-13,250 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 12,920

Change-12,920 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,170

Change-8,170 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 7,842

Change-7,842 (-100%)

Value—

Harding Loevner LP

N/A

Shares— from 7,544

Change-7,544 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 6,723

Change-6,723 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 5,821

Change-5,821 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,772

Change-5,772 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 5,584

Change-5,584 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 5,164

Change-5,164 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,020

Change-5,020 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,440

Change-4,440 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 4,436

Change-4,436 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 4,139

Change-4,139 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 3,977

Change-3,977 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 3,977

Change-3,977 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 3,953

Change-3,953 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 3,927

Change-3,927 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 3,920

Change-3,920 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 3,883

Change-3,883 (-100%)

Value—

One Charles Private Wealth Services, LLC

N/A

Shares— from 3,402

Change-3,402 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 3,238

Change-3,238 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 3,063

Change-3,063 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,047

Change-3,047 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 2,443

Change-2,443 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 2,056

Change-2,056 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 2,044

Change-2,044 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 2,037

Change-2,037 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 1,932

Change-1,932 (-100%)

Value—

&partners

N/A

Shares— from 1,811

Change-1,811 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,743

Change-1,743 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,577

Change-1,577 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,176

Change-1,176 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 700

Change-700 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 648

Change-648 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 562

Change-562 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

London Co of Virginia

N/A

Shares— from 422

Change-422 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 188

Change-188 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 173

Change-173 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Top Private Wealth Llc.

N/A

Shares— from 85

Change-85 (-100%)

Value—

Blair William & Co

N/A

Shares— from 85

Change-85 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 75

Change-75 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	76,633	80,108	-3,475	-4%	$9.0M	$9.1M	+$23.5K	2026-11-06
Banco Santander, S.A.	DECREASED	56,016	58,684	-2,668	-5%	$6.6M	$6.6M	+$2.7K	2026-11-10
Corrado Advisors, LLC	INCREASED	34,039	32,295	+1,744	+5%	$3.6M	$4.0M	+$381.3K	2026-10-27
Rockland Trust Co	DECREASED	33,848	33,946	-98	0%	$3.8M	$4.0M	+$172.5K	2026-10-05
Paragon Advisors, LLC	DECREASED	21,757	24,466	-2,709	-11%	$2.8M	$2.6M	-$187.7K	2026-11-03
HighTower Advisors, LLC	DECREASED	20,579	21,413	-834	-4%	$2.4M	$2.4M	+$17.5K	2026-11-10
Bank of Montreal	INCREASED	17,418	16,257	+1,161	+7%	$1.8M	$2.1M	+$225.5K	2026-11-09
Thrivent Financial for Lutherans	DECREASED	8,257	8,808	-551	-6%	$994.0K	$977.0K	-$17.0K	2026-11-05
Slow Capital, Inc.	DECREASED	7,815	8,092	-277	-3%	$913.2K	$924.3K	+$11.1K	2026-10-23
Fifth Third Bancorp	INCREASED	7,732	2,031	+5,701	+281%	$229.2K	$914.4K	+$685.2K	2026-11-05
AMI Asset Management Corp	NEW	7,174	—	+7,174	—	—	$848.5K	—	2026-10-20
Meridian Investment Counsel Inc.	DECREASED	6,250	6,500	-250	-4%	$733.5K	$739.2K	+$5.7K	2026-10-14
Bank of New York Mellon Corp	NEW	6,209	—	+6,209	—	—	$734.3K	—	2026-11-05
US Bancorp \de\	UNCHANGED	5,997	5,997	0	0%	$676.7K	$709.3K	+$32.5K	2026-11-05
Midwest Trust Co	DECREASED	5,964	6,000	-36	-1%	$677.1K	$705.4K	+$28.3K	2026-10-22
Bessemer Group Inc	UNCHANGED	5,142	5,142	0	0%	$580.0K	$608.0K	+$28.0K	2026-11-09
WBH Advisory Inc	DECREASED	4,010	4,108	-98	-2%	$463.5K	$474.2K	+$10.7K	2026-11-05
Tiller Private Wealth, Inc.	DECREASED	2,965	3,185	-220	-7%	$359.4K	$350.7K	-$8.7K	2026-10-26
Commonwealth Equity Services, LLC	DECREASED	2,684	3,240	-556	-17%	$365.6K	$317.4K	-$48.2K	2026-11-02
J.W. Cole Advisors, Inc.	UNCHANGED	2,635	2,635	0	0%	$297.3K	$311.6K	+$14.3K	2026-11-05
PNC Financial Services Group, Inc.	UNCHANGED	2,570	2,570	0	0%	$290.0K	$304.0K	+$13.9K	2026-11-06
Miller Howard Investments Inc	NEW	2,438	—	+2,438	—	—	$288.3K	—	2026-10-26
Creative Financial Designs Inc	UNCHANGED	2,284	2,284	0	0%	$257.7K	$270.1K	+$12.4K	2026-11-04
Capital Square, LLC	UNCHANGED	1,900	1,900	0	0%	$224.5K	$224.7K	+$238	2026-10-19
Csenge Advisory Group	NEW	1,756	—	+1,756	—	—	$207.7K	—	2026-11-04
Creative Planning	NEW	1,756	—	+1,756	—	—	$207.7K	—	2026-11-02
Mondrian Investment Partners LTD	NEW	1,463	—	+1,463	—	—	$170.3K	—	2026-10-23
Allspring Global Investments Holdings, LLC	NEW	1,101	—	+1,101	—	—	$129.2K	—	2026-11-04
SBI Securities Co., Ltd.	INCREASED	1,018	1,017	+1	+0%	$114.8K	$120.4K	+$5.6K	2026-10-22
North Star Investment Management Corp.	UNCHANGED	834	834	0	0%	$94.1K	$98.7K	+$4.5K	2026-10-27
WestEnd Advisors, LLC	NEW	699	—	+699	—	—	$82.7K	—	2026-10-27
Nuveen, LLC	NEW	664	—	+664	—	—	$78.9K	—	2026-11-10
AlphaCore Capital LLC	UNCHANGED	484	484	0	0%	$54.6K	$57.2K	+$2.6K	2026-11-04
CX Institutional	DECREASED	468	6,540	-6,072	-93%	$738	$55.0K	+$54.3K	2026-10-02
Parkside Financial Bank & Trust	UNCHANGED	462	462	0	0%	$52.1K	$54.6K	+$2.5K	2026-10-27
Bradley & Co. Private Wealth Management, LLC	UNCHANGED	350	350	0	0%	$39.5K	$41.4K	+$1.9K	2026-10-23
IFP Advisors, Inc	UNCHANGED	280	280	0	0%	$31.6K	$33.1K	+$1.5K	2026-10-16
Rossby Financial, LCC	NEW	259	—	+259	—	—	$30.7K	—	2026-11-05
Lanark Financial, Inc.	DECREASED	183	195	-12	-6%	$22.0K	$21.7K	-$360	2026-10-26
Spire Wealth Management	UNCHANGED	146	146	0	0%	$16.5K	$17.2K	+$791	2026-10-30
Winch Advisory Services, LLC	UNCHANGED	137	137	0	0%	$15.5K	$16.2K	+$743	2026-11-06
Blue Trust, Inc.	UNCHANGED	135	135	0	0%	$15.2K	$15.9K	+$730	2026-10-15
CoreCap Advisors, LLC	UNCHANGED	119	119	0	0%	$13.4K	$14.1K	+$645	2026-10-08
Union Savings Bank	UNCHANGED	105	105	0	0%	$11.8K	$12.4K	+$570	2026-10-14
Central Pacific Bank - Trust Division	UNCHANGED	70	70	0	0%	$7.9K	$8.3K	+$380	2026-10-06
Assetmark, Inc	UNCHANGED	34	34	0	0%	$3.8K	$4.0K	+$184	2026-10-21
Silvant Capital Management LLC	NEW	33	—	+33	—	—	$4.0K	—	2026-11-09
Canton Hathaway, LLC	NEW	29	—	+29	—	—	$3.4K	—	2026-10-23
Great Lakes Advisors, LLC	NEW	5	—	+5	—	—	$563	—	2026-11-06
Cadent Capital Advisors, LLC	CLOSED	0	4,062	-4,062	-100%	$458.3K	$0	-$458.3K	2026-10-09
PW Nova Financial Services LLC	CLOSED	0	2,040	-2,040	-100%	$230.2K	$0	-$230.2K	2026-10-15
Sightline Wealth Advisors, LLC	CLOSED	0	2,008	-2,008	-100%	$226.6K	$0	-$226.6K	2026-10-21
Parallel Advisors, LLC	CLOSED	0	620	-620	-100%	$70.0K	$0	-$70.0K	2026-11-03
IFG Advisory, LLC	CLOSED	0	378	-378	-100%	$42.7K	$0	-$42.7K	2026-11-09
Breakwater Investment Management	CLOSED	0	201	-201	-100%	$22.7K	$0	-$22.7K	2026-10-20
Institute for Wealth Management, Llc.	CLOSED	0	135	-135	-100%	$15.2K	$0	-$15.2K	2026-11-06
Gen-Wealth Partners Inc	CLOSED	0	100	-100	-100%	$11.3K	$0	-$11.3K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	86	-86	-100%	$9.8K	$0	-$9.8K	2026-11-02
Realta Investment Advisors	CLOSED	0	85	-85	-100%	$9.6K	$0	-$9.6K	2026-10-14
Pgim Custom Harvest LLC	N/A	—	597,331	-597,331	-100%	$67.4M	—	—	—
HSBC Holdings PLC	N/A	—	562,384	-562,384	-100%	$63.5M	—	—	—
Morgan Stanley	N/A	—	199,043	-199,043	-100%	$22.5M	—	—	—
Wells Fargo & Company	N/A	—	105,222	-105,222	-100%	$11.9M	—	—	—
BlackRock, Inc.	N/A	—	88,872	-88,872	-100%	$10.0M	—	—	—
Destination Wealth Management	N/A	—	74,630	-74,630	-100%	$8.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	64,656	-64,656	-100%	$7.3M	—	—	—
Bank of America Corp	N/A	—	64,051	-64,051	-100%	$7.2M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	62,925	-62,925	-100%	$7.1M	—	—	—
Quantinno Capital Management LP	N/A	—	35,754	-35,754	-100%	$4.0M	—	—	—
MML Investors Services, LLC	N/A	—	28,217	-28,217	-100%	$3.2M	—	—	—
HC Advisors, LLC	N/A	—	26,959	-26,959	-100%	$3.0M	—	—	—
Citadel Advisors LLC	N/A	—	26,359	-26,359	-100%	$3.0M	—	—	—
UBS Group AG	N/A	—	25,641	-25,641	-100%	$2.9M	—	—	—
JPMorgan Chase & Co	N/A	—	17,682	-17,682	-100%	$2.0M	—	—	—
Arax Advisory Partners	N/A	—	17,003	-17,003	-100%	$1.9M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	16,869	-16,869	-100%	$1.9M	—	—	—
Jones Financial Companies Lllp	N/A	—	16,527	-16,527	-100%	$1.9M	—	—	—
Cetera Investment Advisers	N/A	—	14,204	-14,204	-100%	$1.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	13,972	-13,972	-100%	$1.6M	—	—	—
Advisory Services Network, LLC	N/A	—	13,250	-13,250	-100%	$1.5M	—	—	—
Raymond James Financial Inc	N/A	—	12,920	-12,920	-100%	$1.5M	—	—	—
NewEdge Advisors, LLC	N/A	—	8,170	-8,170	-100%	$922.0K	—	—	—
Summit Financial, LLC	N/A	—	7,842	-7,842	-100%	$885.0K	—	—	—
Harding Loevner LP	N/A	—	7,544	-7,544	-100%	$867.5K	—	—	—
MAI Capital Management	N/A	—	6,723	-6,723	-100%	$758.7K	—	—	—
Pathstone Holdings, LLC	N/A	—	5,821	-5,821	-100%	$656.9K	—	—	—
Stifel Financial Corp	N/A	—	5,772	-5,772	-100%	$651.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	5,584	-5,584	-100%	$630.0K	—	—	—
Ameriprise Financial Inc	N/A	—	5,164	-5,164	-100%	$582.9K	—	—	—
Royal Bank of Canada	N/A	—	5,020	-5,020	-100%	$566.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,440	-4,440	-100%	$501.6K	—	—	—
Flow Traders U.S. LLC	N/A	—	4,436	-4,436	-100%	$501.0K	—	—	—
AQR Capital Management LLC	N/A	—	4,139	-4,139	-100%	$467.1K	—	—	—
Empowered Funds, LLC	N/A	—	3,977	-3,977	-100%	$448.8K	—	—	—
Cambria Investment Management, L.P.	N/A	—	3,977	-3,977	-100%	$448.8K	—	—	—
Northern Trust Corp	N/A	—	3,953	-3,953	-100%	$446.1K	—	—	—
Ballentine Partners, LLC	N/A	—	3,927	-3,927	-100%	$443.2K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	3,920	-3,920	-100%	$442.3K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	3,883	-3,883	-100%	$438.1K	—	—	—
One Charles Private Wealth Services, LLC	N/A	—	3,402	-3,402	-100%	$383.9K	—	—	—
GTS Securities LLC	N/A	—	3,238	-3,238	-100%	$365.4K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	3,063	-3,063	-100%	$345.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,047	-3,047	-100%	$343.8K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	2,443	-2,443	-100%	$275.6K	—	—	—
Johnson Investment Counsel Inc	N/A	—	2,400	-2,400	-100%	$270.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	2,056	-2,056	-100%	$232.0K	—	—	—
Arkadios Wealth Advisors	N/A	—	2,044	-2,044	-100%	$230.7K	—	—	—
Gotham Asset Management, LLC	N/A	—	2,037	-2,037	-100%	$229.9K	—	—	—
Alliancebernstein L.P.	N/A	—	1,932	-1,932	-100%	$221.9K	—	—	—
&partners	N/A	—	1,811	-1,811	-100%	$204.3K	—	—	—
FMR LLC	N/A	—	1,743	-1,743	-100%	$196.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,577	-1,577	-100%	$178.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,176	-1,176	-100%	$132.7K	—	—	—
CVA Family Office, LLC	N/A	—	700	-700	-100%	$79.0K	—	—	—
Front Row Advisors LLC	N/A	—	648	-648	-100%	$75.7K	—	—	—
AE Wealth Management LLC	N/A	—	562	-562	-100%	$63.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	500	-500	-100%	$56.4K	—	—	—
London Co of Virginia	N/A	—	422	-422	-100%	$47.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	188	-188	-100%	$21.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	173	-173	-100%	$19.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	100	-100	-100%	$11.3K	—	—	—
Top Private Wealth Llc.	N/A	—	85	-85	-100%	$9.6K	—	—	—
Blair William & Co	N/A	—	85	-85	-100%	$9.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	75	-75	-100%	$8.5K	—	—	—
Lazard Asset Management LLC	N/A	—	46	-46	-100%	$5.2K	—	—	—
Continuum Advisory, LLC	N/A	—	32	-32	-100%	$3.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	30	-30	-100%	$3.4K	—	—	—
Victory Capital Management Inc	N/A	—	6	-6	-100%	$642	—	—	—

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