Ishares Global Financials ET (IXG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Sumitomo Mitsui Trust Group, Inc.

NEW

Shares103,215

Change+103,215

Value$13.1M

Filed 2026-10-29

Avior Wealth Management, LLC

DECREASED

Shares86,097 from 90,560

Change-4,463 (-5%)

Value$10.9M (-$340.9K)

Filed 2026-10-13

Salomon & Ludwin, LLC

DECREASED

Shares48,193 from 49,345

Change-1,152 (-2%)

Value$6.1M (-$108.3K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares33,601 from 34,576

Change-975 (-3%)

Value$4.3M (-$37.6K)

Filed 2026-11-02

Wealthstar Advisors, LLC

NEW

Shares18,541

Change+18,541

Value$2.4M

Filed 2026-10-19

Sentinel Trust Co LBA

UNCHANGED

Shares15,800 from 15,800

Change0 (0%)

Value$2.0M (+$2.0M)

Filed 2026-11-03

Founders Grove Wealth Partners, LLC

DECREASED

Shares12,905 from 15,799

Change-2,894 (-18%)

Value$1.6M (-$328.1K)

Filed 2026-10-16

Decision Investments, Inc

DECREASED

Shares11,839 from 11,899

Change-60 (0%)

Value$1.5M (+$22.1K)

Filed 2026-10-07

Citigroup Inc

INCREASED

Shares11,708 from 11,088

Change+620 (+6%)

Value$1.5M (+$106.4K)

Filed 2026-11-04

KCM Investment Advisors LLC

UNCHANGED

Shares9,526 from 9,526

Change0 (0%)

Value$1.2M (+$23.8K)

Filed 2026-10-27

FSM Wealth Advisors, LLC

DECREASED

Shares9,083 from 9,117

Change-34 (0%)

Value$1.2M (+$15.1K)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares8,125 from 7,947

Change+178 (+2%)

Value$1.0M (+$42.5K)

Filed 2026-11-02

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares7,580 from 9,910

Change-2,330 (-24%)

Value$962.7K (-$271.2K)

Filed 2026-11-03

Tiller Private Wealth, Inc.

INCREASED

Shares4,410 from 4,385

Change+25 (+1%)

Value$560.1K (+$14.1K)

Filed 2026-10-26

Cookson Peirce & Co Inc

INCREASED

Shares4,392 from 4,278

Change+114 (+3%)

Value$557.8K (+$25.2K)

Filed 2026-10-30

Sagespring Wealth Partners, LLC

DECREASED

Shares4,067 from 4,091

Change-24 (-1%)

Value$516.5K (+$7.2K)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares3,684 from 3,669

Change+15 (+0%)

Value$467.9K (+$11.1K)

Filed 2026-11-05

Unique Wealth, LLC

INCREASED

Shares3,587 from 3,375

Change+212 (+6%)

Value$455.6K (+$35.3K)

Filed 2026-10-16

Comprehensive Wealth Management, LLC

DECREASED

Shares3,402 from 3,533

Change-131 (-4%)

Value$432.0K (-$7.9K)

Filed 2026-11-02

OpenArc Corporate Advisory, LLC

INCREASED

Shares3,008 from 1,766

Change+1,242 (+70%)

Value$382.0K (+$162.1K)

Filed 2026-10-21

Mesirow Financial Investment Management, Inc.

UNCHANGED

Shares2,775 from 2,775

Change0 (0%)

Value$352.4K (+$6.9K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares2,688 from 2,440

Change+248 (+10%)

Value$341.4K (+$37.6K)

Filed 2026-11-02

Partners Wealth Management, LLC

INCREASED

Shares2,516 from 2,467

Change+49 (+2%)

Value$319.5K (+$12.4K)

Filed 2026-10-28

Johnson Bixby & Associates, LLC

DECREASED

Shares2,471 from 2,838

Change-367 (-13%)

Value$313.8K (-$39.6K)

Filed 2026-10-14

MontVue Capital Management, Inc.

UNCHANGED

Shares2,470 from 2,470

Change0 (0%)

Value$313.7K (+$6.2K)

Filed 2026-10-19

Indivisible Partners

NEW

Shares2,277

Change+2,277

Value$289.2K

Filed 2026-10-26

Signature Estate & Investment Advisors LLC

DECREASED

Shares2,265 from 2,302

Change-37 (-2%)

Value$287.7K (+$1.0K)

Filed 2026-10-13

D.A. Davidson & Co.

UNCHANGED

Shares2,150 from 2,150

Change0 (0%)

Value$273.1K (+$5.4K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares2,027 from 2,027

Change0 (0%)

Value$257 (-$251.7K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

NEW

Shares1,637

Change+1,637

Value$207.9K

Filed 2026-10-16

Spire Wealth Management

UNCHANGED

Shares1,609 from 1,609

Change0 (0%)

Value$204.3K (+$4.0K)

Filed 2026-10-30

City State Bank

DECREASED

Shares1,250 from 1,400

Change-150 (-11%)

Value$158.8K (-$15.6K)

Filed 2026-10-20

Harbor Investment Advisory, LLC

UNCHANGED

Shares1,045 from 1,045

Change0 (0%)

Value$132.7K (+$2.6K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares1,030 from 1,040

Change-10 (-1%)

Value$130.8K (+$1.3K)

Filed 2026-10-08

Sava Infond d.o.o.

INCREASED

Shares765 from 575

Change+190 (+33%)

Value$97.2K (+$25.6K)

Filed 2026-10-28

Blue Trust, Inc.

INCREASED

Shares644 from 44

Change+600 (+1364%)

Value$81.8K (+$76.3K)

Filed 2026-10-15

Provident Wealth Management, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$76.2K (+$1.5K)

Filed 2026-10-20

Ascentis Independent Advisors

NEW

Shares550

Change+550

Value$69.9K

Filed 2026-11-03

Rossby Financial, LCC

NEW

Shares511

Change+511

Value$64.9K

Filed 2026-11-05

Mondrian Investment Partners LTD

NEW

Shares437

Change+437

Value$55.7K

Filed 2026-10-23

SBI Securities Co., Ltd.

INCREASED

Shares339 from 293

Change+46 (+16%)

Value$43.1K (+$6.6K)

Filed 2026-10-22

Assetmark, Inc

DECREASED

Shares252 from 374

Change-122 (-33%)

Value$32.0K (-$14.6K)

Filed 2026-10-21

Physician Wealth Advisors, Inc.

INCREASED

Shares238 from 195

Change+43 (+22%)

Value$30.3K (+$5.9K)

Filed 2026-10-20

NBT Bank, N.A.

UNCHANGED

Shares231 from 231

Change0 (0%)

Value$29.3K (+$576)

Filed 2026-10-21

Frankly Finances, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$19.1K (+$374)

Filed 2026-10-28

Larson Financial Group LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$12.7K (+$249)

Filed 2026-11-05

Heritage Family Offices, LLP

NEW

Shares57

Change+57

Value$7.2K

Filed 2026-11-02

Central Pacific Bank - Trust Division

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$5.3K (+$105)

Filed 2026-10-06

Brown, Lisle Ings, Inc.

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$4.4K (+$87)

Filed 2026-10-16

Creative Financial Designs Inc

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$3.3K (+$65)

Filed 2026-11-04

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$3.3K (+$65)

Filed 2026-11-02

Cape Investment Advisory, Inc.

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$2.9K (+$57)

Filed 2026-10-13

CoreCap Advisors, LLC

DECREASED

Shares18 from 25

Change-7 (-28%)

Value$2.3K (-$826)

Filed 2026-10-08

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.9K (+$37)

Filed 2026-10-29

Kelleher Financial Advisors

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$762 (+$14)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

NEW

Shares2

Change+2

Value$254

Filed 2026-11-03

Client 1ST Advisory Group, LLC

CLOSED

Shares0 from 1,812

Change-1,812 (-100%)

Value$0 (-$225.6K)

Filed 2026-10-19

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,484

Change-1,484 (-100%)

Value$0 (-$187.3K)

Filed 2026-11-02

Avion Wealth

CLOSED

Shares0 from 87

Change-87 (-100%)

Value$0 (-$10)

Filed 2026-11-04

Rosenberg Matthew Hamilton

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$249)

Filed 2026-10-05

Morgan Stanley

N/A

Shares— from 463,355

Change-463,355 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 257,783

Change-257,783 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 166,476

Change-166,476 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 102,308

Change-102,308 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 72,879

Change-72,879 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 67,128

Change-67,128 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 50,816

Change-50,816 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 50,101

Change-50,101 (-100%)

Value—

FIL Ltd

N/A

Shares— from 50,094

Change-50,094 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 44,281

Change-44,281 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 32,272

Change-32,272 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 31,027

Change-31,027 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 30,578

Change-30,578 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 24,300

Change-24,300 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 24,061

Change-24,061 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 23,650

Change-23,650 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,319

Change-19,319 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 19,182

Change-19,182 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,722

Change-13,722 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 13,548

Change-13,548 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 13,038

Change-13,038 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,506

Change-12,506 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 11,891

Change-11,891 (-100%)

Value—

UBS Group AG

N/A

Shares— from 11,846

Change-11,846 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 9,694

Change-9,694 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 9,539

Change-9,539 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 9,250

Change-9,250 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,920

Change-8,920 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 8,636

Change-8,636 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 8,384

Change-8,384 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 7,821

Change-7,821 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,972

Change-6,972 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 5,972

Change-5,972 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,216

Change-5,216 (-100%)

Value—

JTC Employer Solutions Trustee Ltd

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,361

Change-4,361 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 4,220

Change-4,220 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,005

Change-4,005 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,675

Change-3,675 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 3,510

Change-3,510 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 3,297

Change-3,297 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 2,823

Change-2,823 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 2,821

Change-2,821 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 2,753

Change-2,753 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 2,590

Change-2,590 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,467

Change-2,467 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 2,238

Change-2,238 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 2,142

Change-2,142 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 2,069

Change-2,069 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 2,020

Change-2,020 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 1,990

Change-1,990 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,960

Change-1,960 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 1,648

Change-1,648 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 1,596

Change-1,596 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,227

Change-1,227 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,032

Change-1,032 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 970

Change-970 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 962

Change-962 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 870

Change-870 (-100%)

Value—

Blair William & Co

N/A

Shares— from 812

Change-812 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 515

Change-515 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 513

Change-513 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 464

Change-464 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 424

Change-424 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 412

Change-412 (-100%)

Value—

Edmond de Rothschild Holding S.A.

N/A

Shares— from 335

Change-335 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 317

Change-317 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 242

Change-242 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 147

Change-147 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 122

Change-122 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 79

Change-79 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 50

Change-50 (-100%)

Value—

XP Advisory US, Inc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Sumitomo Mitsui Trust Group, Inc.	NEW	103,215	—	+103,215	—	—	$13.1M	—	2026-10-29
Avior Wealth Management, LLC	DECREASED	86,097	90,560	-4,463	-5%	$11.3M	$10.9M	-$340.9K	2026-10-13
Salomon & Ludwin, LLC	DECREASED	48,193	49,345	-1,152	-2%	$6.2M	$6.1M	-$108.3K	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	33,601	34,576	-975	-3%	$4.3M	$4.3M	-$37.6K	2026-11-02
Wealthstar Advisors, LLC	NEW	18,541	—	+18,541	—	—	$2.4M	—	2026-10-19
Sentinel Trust Co LBA	UNCHANGED	15,800	15,800	0	0%	$2.0K	$2.0M	+$2.0M	2026-11-03
Founders Grove Wealth Partners, LLC	DECREASED	12,905	15,799	-2,894	-18%	$2.0M	$1.6M	-$328.1K	2026-10-16
Decision Investments, Inc	DECREASED	11,839	11,899	-60	0%	$1.5M	$1.5M	+$22.1K	2026-10-07
Citigroup Inc	INCREASED	11,708	11,088	+620	+6%	$1.4M	$1.5M	+$106.4K	2026-11-04
KCM Investment Advisors LLC	UNCHANGED	9,526	9,526	0	0%	$1.2M	$1.2M	+$23.8K	2026-10-27
FSM Wealth Advisors, LLC	DECREASED	9,083	9,117	-34	0%	$1.1M	$1.2M	+$15.1K	2026-10-27
Kestra Advisory Services, LLC	INCREASED	8,125	7,947	+178	+2%	$989.4K	$1.0M	+$42.5K	2026-11-02
Mirae Asset Global Investments Co., Ltd.	DECREASED	7,580	9,910	-2,330	-24%	$1.2M	$962.7K	-$271.2K	2026-11-03
Tiller Private Wealth, Inc.	INCREASED	4,410	4,385	+25	+1%	$546.0K	$560.1K	+$14.1K	2026-10-26
Cookson Peirce & Co Inc	INCREASED	4,392	4,278	+114	+3%	$532.6K	$557.8K	+$25.2K	2026-10-30
Sagespring Wealth Partners, LLC	DECREASED	4,067	4,091	-24	-1%	$509.3K	$516.5K	+$7.2K	2026-10-22
Fifth Third Bancorp	INCREASED	3,684	3,669	+15	+0%	$456.8K	$467.9K	+$11.1K	2026-11-05
Unique Wealth, LLC	INCREASED	3,587	3,375	+212	+6%	$420.2K	$455.6K	+$35.3K	2026-10-16
Comprehensive Wealth Management, LLC	DECREASED	3,402	3,533	-131	-4%	$439.9K	$432.0K	-$7.9K	2026-11-02
OpenArc Corporate Advisory, LLC	INCREASED	3,008	1,766	+1,242	+70%	$219.9K	$382.0K	+$162.1K	2026-10-21
Mesirow Financial Investment Management, Inc.	UNCHANGED	2,775	2,775	0	0%	$345.5K	$352.4K	+$6.9K	2026-11-05
Creative Planning	INCREASED	2,688	2,440	+248	+10%	$303.9K	$341.4K	+$37.6K	2026-11-02
Partners Wealth Management, LLC	INCREASED	2,516	2,467	+49	+2%	$307.2K	$319.5K	+$12.4K	2026-10-28
Johnson Bixby & Associates, LLC	DECREASED	2,471	2,838	-367	-13%	$353.3K	$313.8K	-$39.6K	2026-10-14
MontVue Capital Management, Inc.	UNCHANGED	2,470	2,470	0	0%	$307.5K	$313.7K	+$6.2K	2026-10-19
Indivisible Partners	NEW	2,277	—	+2,277	—	—	$289.2K	—	2026-10-26
Signature Estate & Investment Advisors LLC	DECREASED	2,265	2,302	-37	-2%	$286.6K	$287.7K	+$1.0K	2026-10-13
D.A. Davidson & Co.	UNCHANGED	2,150	2,150	0	0%	$267.7K	$273.1K	+$5.4K	2026-10-28
Cambridge Investment Research Advisors, Inc.	UNCHANGED	2,027	2,027	0	0%	$252.0K	$257	-$251.7K	2026-11-02
Concurrent Investment Advisors, LLC	NEW	1,637	—	+1,637	—	—	$207.9K	—	2026-10-16
Spire Wealth Management	UNCHANGED	1,609	1,609	0	0%	$200.3K	$204.3K	+$4.0K	2026-10-30
City State Bank	DECREASED	1,250	1,400	-150	-11%	$174.3K	$158.8K	-$15.6K	2026-10-20
Harbor Investment Advisory, LLC	UNCHANGED	1,045	1,045	0	0%	$130.1K	$132.7K	+$2.6K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	1,030	1,040	-10	-1%	$129.4K	$130.8K	+$1.3K	2026-10-08
Sava Infond d.o.o.	INCREASED	765	575	+190	+33%	$71.6K	$97.2K	+$25.6K	2026-10-28
Blue Trust, Inc.	INCREASED	644	44	+600	+1364%	$5.5K	$81.8K	+$76.3K	2026-10-15
Provident Wealth Management, LLC	UNCHANGED	600	600	0	0%	$74.7K	$76.2K	+$1.5K	2026-10-20
Ascentis Independent Advisors	NEW	550	—	+550	—	—	$69.9K	—	2026-11-03
Rossby Financial, LCC	NEW	511	—	+511	—	—	$64.9K	—	2026-11-05
Mondrian Investment Partners LTD	NEW	437	—	+437	—	—	$55.7K	—	2026-10-23
SBI Securities Co., Ltd.	INCREASED	339	293	+46	+16%	$36.5K	$43.1K	+$6.6K	2026-10-22
Assetmark, Inc	DECREASED	252	374	-122	-33%	$46.6K	$32.0K	-$14.6K	2026-10-21
Physician Wealth Advisors, Inc.	INCREASED	238	195	+43	+22%	$24.3K	$30.3K	+$5.9K	2026-10-20
NBT Bank, N.A.	UNCHANGED	231	231	0	0%	$28.8K	$29.3K	+$576	2026-10-21
Frankly Finances, LLC	UNCHANGED	150	150	0	0%	$18.7K	$19.1K	+$374	2026-10-28
Larson Financial Group LLC	UNCHANGED	100	100	0	0%	$12.5K	$12.7K	+$249	2026-11-05
Heritage Family Offices, LLP	NEW	57	—	+57	—	—	$7.2K	—	2026-11-02
Central Pacific Bank - Trust Division	UNCHANGED	42	42	0	0%	$5.2K	$5.3K	+$105	2026-10-06
Brown, Lisle Ings, Inc.	UNCHANGED	35	35	0	0%	$4.4K	$4.4K	+$87	2026-10-16
Creative Financial Designs Inc	UNCHANGED	26	26	0	0%	$3.3K	$3.3K	+$65	2026-11-04
Quest 10 Wealth Builders, Inc.	UNCHANGED	26	26	0	0%	$3.2K	$3.3K	+$65	2026-11-02
Cape Investment Advisory, Inc.	UNCHANGED	23	23	0	0%	$2.9K	$2.9K	+$57	2026-10-13
CoreCap Advisors, LLC	DECREASED	18	25	-7	-28%	$3.1K	$2.3K	-$826	2026-10-08
Blue Bell Private Wealth Management, LLC	UNCHANGED	15	15	0	0%	$1.9K	$1.9K	+$37	2026-10-29
Kelleher Financial Advisors	UNCHANGED	6	6	0	0%	$748	$762	+$14	2026-10-30
Ashton Thomas Private Wealth, LLC	NEW	2	—	+2	—	—	$254	—	2026-11-03
Client 1ST Advisory Group, LLC	CLOSED	0	1,812	-1,812	-100%	$225.6K	$0	-$225.6K	2026-10-19
International Assets Investment Management, LLC	CLOSED	0	1,484	-1,484	-100%	$187.3K	$0	-$187.3K	2026-11-02
Avion Wealth	CLOSED	0	87	-87	-100%	$10	$0	-$10	2026-11-04
Rosenberg Matthew Hamilton	CLOSED	0	2	-2	-100%	$249	$0	-$249	2026-10-05
Morgan Stanley	N/A	—	463,355	-463,355	-100%	$57.7M	—	—	—
Bank of America Corp	N/A	—	257,783	-257,783	-100%	$32.1M	—	—	—
Banco Santander, S.A.	N/A	—	166,476	-166,476	-100%	$20.7M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	102,308	-102,308	-100%	$12.7M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	72,879	-72,879	-100%	$9.1M	—	—	—
Wells Fargo & Company	N/A	—	67,128	-67,128	-100%	$8.4M	—	—	—
LPL Financial LLC	N/A	—	50,816	-50,816	-100%	$6.3M	—	—	—
Flow Traders U.S. LLC	N/A	—	50,101	-50,101	-100%	$6.2M	—	—	—
FIL Ltd	N/A	—	50,094	-50,094	-100%	$6.2M	—	—	—
HighTower Advisors, LLC	N/A	—	44,281	-44,281	-100%	$5.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	32,272	-32,272	-100%	$4.0M	—	—	—
BlackRock, Inc.	N/A	—	31,027	-31,027	-100%	$3.9M	—	—	—
Citadel Advisors LLC	N/A	—	30,578	-30,578	-100%	$3.8M	—	—	—
M&T Bank Corp	N/A	—	24,300	-24,300	-100%	$3.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	24,061	-24,061	-100%	$3.0M	—	—	—
Ameriprise Financial Inc	N/A	—	23,650	-23,650	-100%	$2.9M	—	—	—
Raymond James Financial Inc	N/A	—	19,319	-19,319	-100%	$2.4M	—	—	—
Composition Wealth, LLC	N/A	—	19,182	-19,182	-100%	$2.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	13,722	-13,722	-100%	$1.7M	—	—	—
HRT Financial LP	N/A	—	13,548	-13,548	-100%	$1.7M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	13,038	-13,038	-100%	$1.6M	—	—	—
JPMorgan Chase & Co	N/A	—	12,506	-12,506	-100%	$1.6M	—	—	—
LOM Asset Management Ltd	N/A	—	11,891	-11,891	-100%	$1.5M	—	—	—
UBS Group AG	N/A	—	11,846	-11,846	-100%	$1.5M	—	—	—
Northern Trust Corp	N/A	—	9,694	-9,694	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	9,539	-9,539	-100%	$1.2M	—	—	—
Snowden Capital Advisors LLC	N/A	—	9,250	-9,250	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	8,920	-8,920	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	8,636	-8,636	-100%	$1.1M	—	—	—
Principal Securities, Inc.	N/A	—	8,384	-8,384	-100%	$1.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	7,821	-7,821	-100%	$974.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,972	-6,972	-100%	$864.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	5,972	-5,972	-100%	$743.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,216	-5,216	-100%	$649.4K	—	—	—
JTC Employer Solutions Trustee Ltd	N/A	—	4,700	-4,700	-100%	$585.0K	—	—	—
Cetera Investment Advisers	N/A	—	4,361	-4,361	-100%	$543.0K	—	—	—
National Bank of Canada	N/A	—	4,220	-4,220	-100%	$524.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,005	-4,005	-100%	$498.6K	—	—	—
Private Advisor Group, LLC	N/A	—	3,675	-3,675	-100%	$457.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	3,510	-3,510	-100%	$437.0K	—	—	—
Savvy Advisors, Inc.	N/A	—	3,297	-3,297	-100%	$410.5K	—	—	—
Stifel Financial Corp	N/A	—	2,823	-2,823	-100%	$351.4K	—	—	—
Fisher Asset Management, LLC	N/A	—	2,821	-2,821	-100%	$351.2K	—	—	—
GTS Securities LLC	N/A	—	2,753	-2,753	-100%	$342.8K	—	—	—
MML Investors Services, LLC	N/A	—	2,590	-2,590	-100%	$322.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,467	-2,467	-100%	$307.2K	—	—	—
CIBC World Market Inc.	N/A	—	2,238	-2,238	-100%	$278.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	2,142	-2,142	-100%	$266.7K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	2,100	-2,100	-100%	$261.5K	—	—	—
Nova Wealth Management, Inc.	N/A	—	2,069	-2,069	-100%	$257.6K	—	—	—
Virtu Financial LLC	N/A	—	2,020	-2,020	-100%	$251.0K	—	—	—
Waverly Advisors, LLC	N/A	—	1,990	-1,990	-100%	$247.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,960	-1,960	-100%	$244.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	1,648	-1,648	-100%	$205.2K	—	—	—
Front Row Advisors LLC	N/A	—	1,596	-1,596	-100%	$213.5K	—	—	—
FMR LLC	N/A	—	1,227	-1,227	-100%	$152.8K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,200	-1,200	-100%	$149.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,032	-1,032	-100%	$128.5K	—	—	—
AE Wealth Management LLC	N/A	—	970	-970	-100%	$120.8K	—	—	—
Clearstead Advisors, LLC	N/A	—	962	-962	-100%	$119.8K	—	—	—
Bank of Montreal	N/A	—	870	-870	-100%	$108.3K	—	—	—
Blair William & Co	N/A	—	812	-812	-100%	$101.1K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	515	-515	-100%	$64.1K	—	—	—
Arax Advisory Partners	N/A	—	513	-513	-100%	$63.9K	—	—	—
BFC Planning, Inc.	N/A	—	464	-464	-100%	$57.8K	—	—	—
Harbour Investments, Inc.	N/A	—	424	-424	-100%	$52.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	412	-412	-100%	$51.4K	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	335	-335	-100%	$41.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	317	-317	-100%	$39.4K	—	—	—
Founders Financial Alliance, LLC	N/A	—	300	-300	-100%	$37.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	242	-242	-100%	$30.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	241	-241	-100%	$30.0K	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	200	-200	-100%	$24.9K	—	—	—
Wellington-Altus USA Inc.	N/A	—	147	-147	-100%	$16.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	122	-122	-100%	$15.2K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	117	-117	-100%	$32.4M	—	—	—
Russell Investments Group, Ltd.	N/A	—	79	-79	-100%	$9.8K	—	—	—
Bessemer Group Inc	N/A	—	50	-50	-100%	$7	—	—	—
XP Advisory US, Inc.	N/A	—	38	-38	-100%	$4.7K	—	—	—
Anchor Investment Management, LLC	N/A	—	10	-10	-100%	$1.2K	—	—	—

Showing 140 of 140 institutions