IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares North American Natur (IGE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealthcare Advisory Partners LLC
INCREASED
Shares294,186 from 261,750
Change+32,436 (+12%)
Value$18.1M (+$3.4M)
Filed 2026-10-21
Bank of New York Mellon Corp
NEW
Shares222,375
Change+222,375
Value$13.7M
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares120,866 from 120,095
Change+771 (+1%)
Value$7.4M (+$702.1K)
Filed 2026-10-28
Factor Wealth Management LTD
DECREASED
Shares100,640 from 104,309
Change-3,669 (-4%)
Value$6.2M (+$342.4K)
Filed 2026-10-08
Courage Miller Partners, LLC
INCREASED
Shares56,471 from 55,580
Change+891 (+2%)
Value$3.5M (+$357.8K)
Filed 2026-10-21
Midwest Professional Planners, Ltd.
NEW
Shares55,365
Change+55,365
Value$3.4M
Filed 2026-10-29
Zeit Capital LLC
DECREASED
Shares45,003 from 45,953
Change-950 (-2%)
Value$2.8M (+$191.9K)
Filed 2026-10-19
Wealthcare Capital Partners, LLC
DECREASED
Shares35,175 from 35,583
Change-408 (-1%)
Value$2.2M (+$168.8K)
Filed 2026-10-21
Guidance Capital, Inc
INCREASED
Shares33,436 from 32,498
Change+938 (+3%)
Value$2.2M (+$284.5K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares29,979 from 29,607
Change+372 (+1%)
Value$1.8M (+$184.3K)
Filed 2026-10-27
FIG Financial Advisory Services Inc
NEW
Shares29,178
Change+29,178
Value$1.8M
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares28,378 from 27,109
Change+1,269 (+5%)
Value$1.7M (+$226.0K)
Filed 2026-10-30
Arkansas Financial Group, Inc.
DECREASED
Shares27,929 from 29,175
Change-1,246 (-4%)
Value$1.7M (+$82.2K)
Filed 2026-10-26
Nations Financial Group Inc,
DECREASED
Shares27,610 from 27,949
Change-339 (-1%)
Value$1.7M (+$131.4K)
Filed 2026-11-05
Family Investment Center, Inc.
INCREASED
Shares27,096 from 18,137
Change+8,959 (+49%)
Value$1.7M (+$651.0K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares23,925 from 22,582
Change+1,343 (+6%)
Value$1.5M (+$205.8K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares23,189 from 4,811
Change+18,378 (+382%)
Value$1.5M (+$1.2M)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
NEW
Shares23,082
Change+23,082
Value$1.4M
Filed 2026-10-08
Sowa Financial Group, Inc.
DECREASED
Shares20,955 from 21,171
Change-216 (-1%)
Value$1.3K (-$1.2M)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
INCREASED
Shares19,753 from 19,483
Change+270 (+1%)
Value$1.2M (+$122.8K)
Filed 2026-10-28
Phillips Financial Management, LLC
DECREASED
Shares17,196 from 17,424
Change-228 (-1%)
Value$1.1M (+$80.9K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,965 from 16,483
Change-518 (-3%)
Value$984 (-$925.0K)
Filed 2026-11-02
XML Financial, LLC
INCREASED
Shares14,363 from 14,105
Change+258 (+2%)
Value$885.2K (+$92.7K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares14,007 from 18,545
Change-4,538 (-24%)
Value$863.3K (-$178.6K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares13,751 from 14,322
Change-571 (-4%)
Value$847.5K (+$42.8K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares12,710 from 9,613
Change+3,097 (+32%)
Value$783.3K (+$243.3K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares11,805 from 11,805
Change0 (0%)
Value$730.7K (+$67.5K)
Filed 2026-11-02
Secure Asset Management, LLC
INCREASED
Shares10,920 from 7,725
Change+3,195 (+41%)
Value$673.0K (+$239.0K)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares9,823 from 12,631
Change-2,808 (-22%)
Value$605.4K (-$104.3K)
Filed 2026-11-02
Courier Capital LLC
UNCHANGED
Shares9,705 from 9,705
Change0 (0%)
Value$598.1K (+$52.9K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares9,091 from 9,067
Change+24 (+0%)
Value$560.3K (+$50.9K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares8,979 from 8,701
Change+278 (+3%)
Value$553.4K (+$64.6K)
Filed 2026-10-16
Mezzasalma Advisors, LLC
DECREASED
Shares8,527 from 8,885
Change-358 (-4%)
Value$525.5K (+$26.3K)
Filed 2026-10-14
Wealthcare Capital Management LLC
INCREASED
Shares8,472 from 8,471
Change+1 (+0%)
Value$522.1K (+$46.2K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares8,259 from 22,598
Change-14,339 (-63%)
Value$509.0K (-$760.6K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
DECREASED
Shares8,090 from 8,296
Change-206 (-2%)
Value$498.6K (+$32.5K)
Filed 2026-11-02
GFS Advisors, LLC
DECREASED
Shares7,893 from 8,588
Change-695 (-8%)
Value$486.0K (-$1.6M)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
DECREASED
Shares7,016 from 8,020
Change-1,004 (-13%)
Value$432.4K (-$18.1K)
Filed 2026-10-21
New England Private Wealth Advisors LLC
INCREASED
Shares6,744 from 6,712
Change+32 (+0%)
Value$415.7K (+$38.6K)
Filed 2026-10-19
CX Institutional
INCREASED
Shares6,407 from 6,385
Change+22 (+0%)
Value$395 (+$36)
Filed 2026-10-02
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares6,189 from 6,189
Change0 (0%)
Value$381.4K (+$33.7K)
Filed 2026-11-05
Regions Financial Corp
UNCHANGED
Shares6,089 from 6,089
Change0 (0%)
Value$375.3K (+$33.2K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares5,580 from 5,275
Change+305 (+6%)
Value$347.7K (+$51.4K)
Filed 2026-10-16
Meridian Wealth Management, LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$332.8K (+$29.4K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares4,775 from 4,762
Change+13 (+0%)
Value$294.3K (+$26.8K)
Filed 2026-10-23
Founders Financial Securities LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$277.3K (+$24.5K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares4,337 from 4,356
Change-19 (0%)
Value$267.3K (+$22.6K)
Filed 2026-10-22
Bison Wealth, LLC
NEW
Shares4,150
Change+4,150
Value$268.8K
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares4,064 from 5,453
Change-1,389 (-25%)
Value$250.5K (-$55.9K)
Filed 2026-10-29
Prospera Financial Services Inc
DECREASED
Shares4,057 from 4,265
Change-208 (-5%)
Value$270.0K (+$30.4K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares4,052
Change+4,052
Value$260.7K
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares4,014 from 3,716
Change+298 (+8%)
Value$247.4K (+$38.6K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
NEW
Shares3,926
Change+3,926
Value$242.0K
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares3,864 from 4,316
Change-452 (-10%)
Value$238.1K (-$4.4K)
Filed 2026-10-16
Avalon Capital Management
NEW
Shares3,463
Change+3,463
Value$213.4K
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares3,187 from 2,159
Change+1,028 (+48%)
Value$196.4K (+$75.1K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares2,528
Change+2,528
Value$155.8K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$136.2K (+$12.0K)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares1,463
Change+1,463
Value$90.2K
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$80.8K (+$7.1K)
Filed 2026-10-22
Spire Wealth Management
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$58.5K (+$5.2K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares590 from 510
Change+80 (+16%)
Value$36.4K (+$7.7K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares549
Change+549
Value$33.8K
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$27.6K (+$2.4K)
Filed 2026-11-04
Peterson Wealth Services
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$26.6K (+$2.3K)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$24.7K (+$2.2K)
Filed 2026-10-07
Main Street Group, LTD
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$20.3K (+$1.8K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares304 from 303
Change+1 (+0%)
Value$18.7K (+$1.7K)
Filed 2026-10-23
Breakwater Investment Management
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$15.7K (+$1.4K)
Filed 2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$15.7K (+$1.4K)
Filed 2026-10-14
Angeles Wealth Management, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$12.6K (+$1.1K)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$9.8K (+$866)
Filed 2026-10-20
West Branch Capital LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$9.0K (+$795)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares134
Change+134
Value$8.2K
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares101
Change+101
Value$6.2K
Filed 2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$4.1K (+$360)
Filed 2026-10-20
AlphaCore Capital LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.7K (+$327)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.1K (+$278)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.1K (+$273)
Filed 2026-10-08
Clayton Financial Group LLC
NEW
Shares19
Change+19
Value$1.2K
Filed 2026-10-13
Simplex Trading, LLC
NEW
Shares1
Change+1
Value$61
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares1
Change+1
Value$87
Filed 2026-10-15
HBW Advisory Services LLC
CLOSED
Shares0 from 9,529
Change-9,529 (-100%)
Value$0 (-$535.3K)
Filed 2026-10-15
Atria Investments, Inc
CLOSED
Shares0 from 8,727
Change-8,727 (-100%)
Value$0 (-$490.3K)
Filed 2026-10-15
Choreo, LLC
CLOSED
Shares0 from 4,297
Change-4,297 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-28
Key FInancial Inc
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$11.3K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 801,288
Change-801,288 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 792,391
Change-792,391 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 427,918
Change-427,918 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 358,112
Change-358,112 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 273,711
Change-273,711 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 254,900
Change-254,900 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 246,691
Change-246,691 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 236,243
Change-236,243 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 203,193
Change-203,193 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 180,049
Change-180,049 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 154,661
Change-154,661 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 154,027
Change-154,027 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 122,526
Change-122,526 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 112,693
Change-112,693 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 109,862
Change-109,862 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 105,750
Change-105,750 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 101,905
Change-101,905 (-100%)
Value—
UBS Group AG
N/A
Shares— from 88,043
Change-88,043 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,035
Change-73,035 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 52,114
Change-52,114 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 51,365
Change-51,365 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,045
Change-43,045 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 38,087
Change-38,087 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 35,116
Change-35,116 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,452
Change-34,452 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 32,494
Change-32,494 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,810
Change-31,810 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 31,803
Change-31,803 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,478
Change-31,478 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 31,147
Change-31,147 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 29,879
Change-29,879 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 28,924
Change-28,924 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 25,353
Change-25,353 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 24,830
Change-24,830 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,590
Change-24,590 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 24,003
Change-24,003 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 22,159
Change-22,159 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,579
Change-20,579 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 19,948
Change-19,948 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,771
Change-19,771 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,557
Change-18,557 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 17,780
Change-17,780 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,410
Change-17,410 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 15,943
Change-15,943 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 15,420
Change-15,420 (-100%)
Value—
&partners
N/A
Shares— from 15,112
Change-15,112 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 14,857
Change-14,857 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,922
Change-13,922 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 13,354
Change-13,354 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 13,310
Change-13,310 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 13,082
Change-13,082 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,095
Change-11,095 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 10,967
Change-10,967 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,658
Change-10,658 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,299
Change-9,299 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,059
Change-9,059 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,787
Change-8,787 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,084
Change-8,084 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,583
Change-7,583 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,473
Change-7,473 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 910
Change-910 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 720
Change-720 (-100%)
Value—
Blair William & Co
N/A
Shares— from 638
Change-638 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 553
Change-553 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 415
Change-415 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 185
Change-185 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Wealthcare Advisory Partners LLC
INCREASED294,186261,750+32,436+12%$14.7M$18.1M+$3.4M2026-10-21
Bank of New York Mellon Corp
NEW222,375—+222,375——$13.7M—2026-11-05
D.A. Davidson & Co.
INCREASED120,866120,095+771+1%$6.7M$7.4M+$702.1K2026-10-28
Factor Wealth Management LTD
DECREASED100,640104,309-3,669-4%$5.9M$6.2M+$342.4K2026-10-08
Courage Miller Partners, LLC
INCREASED56,47155,580+891+2%$3.1M$3.5M+$357.8K2026-10-21
Midwest Professional Planners, Ltd.
NEW55,365—+55,365——$3.4M—2026-10-29
Zeit Capital LLC
DECREASED45,00345,953-950-2%$2.6M$2.8M+$191.9K2026-10-19
Wealthcare Capital Partners, LLC
DECREASED35,17535,583-408-1%$2.0M$2.2M+$168.8K2026-10-21
Guidance Capital, Inc
INCREASED33,43632,498+938+3%$1.9M$2.2M+$284.5K2026-11-03
Parkside Financial Bank & Trust
INCREASED29,97929,607+372+1%$1.7M$1.8M+$184.3K2026-10-27
FIG Financial Advisory Services Inc
NEW29,178—+29,178——$1.8M—2026-10-07
Truist Financial Corp
INCREASED28,37827,109+1,269+5%$1.5M$1.7M+$226.0K2026-10-30
Arkansas Financial Group, Inc.
DECREASED27,92929,175-1,246-4%$1.6M$1.7M+$82.2K2026-10-26
Nations Financial Group Inc,
DECREASED27,61027,949-339-1%$1.6M$1.7M+$131.4K2026-11-05
Family Investment Center, Inc.
INCREASED27,09618,137+8,959+49%$1.0M$1.7M+$651.0K2026-10-19
Assetmark, Inc
INCREASED23,92522,582+1,343+6%$1.3M$1.5M+$205.8K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED23,1894,811+18,378+382%$275.9K$1.5M+$1.2M2026-10-13
Avidian Wealth Enterprises, LLC
NEW23,082—+23,082——$1.4M—2026-10-08
Sowa Financial Group, Inc.
DECREASED20,95521,171-216-1%$1.2M$1.3K-$1.2M2026-10-26
Outlook Wealth Advisors, LLC
INCREASED19,75319,483+270+1%$1.1M$1.2M+$122.8K2026-10-28
Phillips Financial Management, LLC
DECREASED17,19617,424-228-1%$978.9K$1.1M+$80.9K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED15,96516,483-518-3%$926.0K$984-$925.0K2026-11-02
XML Financial, LLC
INCREASED14,36314,105+258+2%$792.4K$885.2K+$92.7K2026-10-29
IFP Advisors, Inc
DECREASED14,00718,545-4,538-24%$1.0M$863.3K-$178.6K2026-10-16
Fifth Third Bancorp
DECREASED13,75114,322-571-4%$804.6K$847.5K+$42.8K2026-11-05
Citigroup Inc
INCREASED12,7109,613+3,097+32%$540.1K$783.3K+$243.3K2026-11-04
Westside Investment Management, Inc.
UNCHANGED11,80511,80500%$663.2K$730.7K+$67.5K2026-11-02
Secure Asset Management, LLC
INCREASED10,9207,725+3,195+41%$434.0K$673.0K+$239.0K2026-10-19
Kestra Advisory Services, LLC
DECREASED9,82312,631-2,808-22%$709.6K$605.4K-$104.3K2026-11-02
Courier Capital LLC
UNCHANGED9,7059,70500%$545.2K$598.1K+$52.9K2026-10-19
Creative Planning
INCREASED9,0919,067+24+0%$509.4K$560.3K+$50.9K2026-11-02
PFG Advisors
INCREASED8,9798,701+278+3%$488.8K$553.4K+$64.6K2026-10-16
Mezzasalma Advisors, LLC
DECREASED8,5278,885-358-4%$499.2K$525.5K+$26.3K2026-10-14
Wealthcare Capital Management LLC
INCREASED8,4728,471+1+0%$475.9K$522.1K+$46.2K2026-10-21
Cooper Financial Group
DECREASED8,25922,598-14,339-63%$1.3M$509.0K-$760.6K2026-10-07
Commonwealth Equity Services, LLC
DECREASED8,0908,296-206-2%$466.1K$498.6K+$32.5K2026-11-02
GFS Advisors, LLC
DECREASED7,8938,588-695-8%$2.1M$486.0K-$1.6M2026-11-03
SeaCrest Wealth Management, LLC
DECREASED7,0168,020-1,004-13%$450.5K$432.4K-$18.1K2026-10-21
New England Private Wealth Advisors LLC
INCREASED6,7446,712+32+0%$377.1K$415.7K+$38.6K2026-10-19
CX Institutional
INCREASED6,4076,385+22+0%$359$395+$362026-10-02
Mesirow Financial Investment Management, Inc.
UNCHANGED6,1896,18900%$347.7K$381.4K+$33.7K2026-11-05
Regions Financial Corp
UNCHANGED6,0896,08900%$342.1K$375.3K+$33.2K2026-11-05
TD Waterhouse Canada Inc.
INCREASED5,5805,275+305+6%$296.4K$347.7K+$51.4K2026-10-16
Meridian Wealth Management, LLC
UNCHANGED5,4005,40000%$303.4K$332.8K+$29.4K2026-11-05
Sigma Planning Corp
INCREASED4,7754,762+13+0%$267.5K$294.3K+$26.8K2026-10-23
Founders Financial Securities LLC
UNCHANGED4,5004,50000%$252.8K$277.3K+$24.5K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED4,3374,356-190%$244.7K$267.3K+$22.6K2026-10-22
Bison Wealth, LLC
NEW4,150—+4,150——$268.8K—2026-10-13
Vise Technologies, Inc.
DECREASED4,0645,453-1,389-25%$306.4K$250.5K-$55.9K2026-10-29
Prospera Financial Services Inc
DECREASED4,0574,265-208-5%$239.6K$270.0K+$30.4K2026-11-04
StoneX Group Inc.
NEW4,052—+4,052——$260.7K—2026-11-03
Fifth Third Securities, Inc.
INCREASED4,0143,716+298+8%$208.8K$247.4K+$38.6K2026-10-21
Patriot Financial Group Insurance Agency, LLC
NEW3,926—+3,926——$242.0K—2026-10-14
Beacon Financial Advisory LLC
DECREASED3,8644,316-452-10%$242.5K$238.1K-$4.4K2026-10-16
Avalon Capital Management
NEW3,463—+3,463——$213.4K—2026-11-04
Parallel Advisors, LLC
INCREASED3,1872,159+1,028+48%$121.3K$196.4K+$75.1K2026-11-03
Laurel Wealth Advisors LLC
NEW2,528—+2,528——$155.8K—2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED2,2102,21000%$124.2K$136.2K+$12.0K2026-10-13
Latitude Advisors, LLC
NEW1,463—+1,463——$90.2K—2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED1,3111,31100%$73.7K$80.8K+$7.1K2026-10-22
Spire Wealth Management
UNCHANGED94994900%$53.3K$58.5K+$5.2K2026-10-30
US Bancorp \de\
INCREASED590510+80+16%$28.7K$36.4K+$7.7K2026-11-05
Root Financial Partners, LLC
NEW549—+549——$33.8K—2026-10-21
Creative Financial Designs Inc
UNCHANGED44844800%$25.2K$27.6K+$2.4K2026-11-04
Peterson Wealth Services
UNCHANGED43143100%$24.2K$26.6K+$2.3K2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED40040000%$22.5K$24.7K+$2.2K2026-10-07
Main Street Group, LTD
UNCHANGED33033000%$18.5K$20.3K+$1.8K2026-10-28
Signaturefd, LLC
INCREASED304303+1+0%$17.0K$18.7K+$1.7K2026-10-23
Breakwater Investment Management
UNCHANGED25525500%$14.3K$15.7K+$1.4K2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED25425400%$14.3K$15.7K+$1.4K2026-10-14
Angeles Wealth Management, LLC
UNCHANGED20520500%$11.5K$12.6K+$1.1K2026-10-26
Private Trust Co NA
UNCHANGED15915900%$8.9K$9.8K+$8662026-10-20
West Branch Capital LLC
UNCHANGED14614600%$8.2K$9.0K+$7952026-10-20
Nova Financial LLC
NEW134—+134——$8.2K—2026-11-04
Meriwether Wealth & Planning, LLC
NEW101—+101——$6.2K—2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED666600%$3.7K$4.1K+$3602026-10-20
AlphaCore Capital LLC
UNCHANGED606000%$3.4K$3.7K+$3272026-11-04
Central Trust Co
UNCHANGED515100%$2.9K$3.1K+$2782026-11-05
CoreCap Advisors, LLC
UNCHANGED505000%$2.8K$3.1K+$2732026-10-08
Clayton Financial Group LLC
NEW19—+19——$1.2K—2026-10-13
Simplex Trading, LLC
NEW1—+1——$61—2026-11-04
Blue Trust, Inc.
NEW1—+1——$87—2026-10-15
HBW Advisory Services LLC
CLOSED09,529-9,529-100%$535.3K$0-$535.3K2026-10-15
Atria Investments, Inc
CLOSED08,727-8,727-100%$490.3K$0-$490.3K2026-10-15
Choreo, LLC
CLOSED04,297-4,297-100%$241.4K$0-$241.4K2026-10-28
Key FInancial Inc
CLOSED0202-202-100%$11.3K$0-$11.3K2026-11-02
Bank of America Corp
N/A—801,288-801,288-100%$45.0M———
Morgan Stanley
N/A—792,391-792,391-100%$44.5M———
Citizens & Northern Corp
N/A—427,918-427,918-100%$24.0M———
Goldman Sachs Group Inc
N/A—358,112-358,112-100%$20.1M———
LPL Financial LLC
N/A—273,711-273,711-100%$15.4M———
Two Sigma Investments, LP
N/A—254,900-254,900-100%$14.3M———
Royal Bank of Canada
N/A—246,691-246,691-100%$13.9M———
Ameriprise Financial Inc
N/A—236,243-236,243-100%$13.3M———
Wells Fargo & Company
N/A—203,193-203,193-100%$11.4M———
Envestnet Asset Management Inc
N/A—180,049-180,049-100%$10.1M———
Ameritas Investment Partners, Inc.
N/A—154,661-154,661-100%$8.7M———
Beacon Pointe Advisors, LLC
N/A—154,027-154,027-100%$8.7M———
Steward Partners Investment Advisory, LLC
N/A—122,526-122,526-100%$6.9M———
Qube Research & Technologies Ltd
N/A—112,693-112,693-100%$6.3M———
Chicago Wealth Management, Inc.
N/A—109,862-109,862-100%$6.2M———
Pure Financial Advisors, LLC
N/A—105,750-105,750-100%$5.9M———
PNC Financial Services Group, Inc.
N/A—101,905-101,905-100%$5.7M———
UBS Group AG
N/A—88,043-88,043-100%$4.9M———
MML Investors Services, LLC
N/A—73,035-73,035-100%$4.1M———
Cetera Investment Advisers
N/A—52,114-52,114-100%$2.9M———
Jennison Associates LLC
N/A—51,365-51,365-100%$2.9M———
Susquehanna International Group, LLP
N/A—43,045-43,045-100%$2.4M———
Sachetta, LLC
N/A—38,087-38,087-100%$2.1M———
Windward Private Wealth Management Inc.
N/A—35,116-35,116-100%$2.0M———
Osaic Holdings, Inc.
N/A—34,452-34,452-100%$1.9M———
Raymond James Financial Inc
N/A—32,494-32,494-100%$1.8M———
JPMorgan Chase & Co
N/A—31,810-31,810-100%$1.8M———
American Wealth Advisors, LLC
N/A—31,803-31,803-100%$1.8M———
Arkadios Wealth Advisors
N/A—31,478-31,478-100%$1.8M———
Citadel Advisors LLC
N/A—31,147-31,147-100%$1.7M———
Rothschild Investment LLC
N/A—29,879-29,879-100%$1.7M———
Independent Advisor Alliance
N/A—28,924-28,924-100%$1.6M———
D. E. Shaw & Co., Inc.
N/A—25,353-25,353-100%$1.4M———
Leavell Investment Management, Inc.
N/A—24,830-24,830-100%$1.4M———
AQR Capital Management LLC
N/A—24,590-24,590-100%$1.4M———
Asset Management Group, Inc.
N/A—24,003-24,003-100%$1.3M———
CIBC World Market Inc.
N/A—22,159-22,159-100%$1.2M———
HighTower Advisors, LLC
N/A—20,579-20,579-100%$1.2M———
Q3 Asset Management
N/A—19,948-19,948-100%$1.1M———
Sanctuary Advisors, LLC
N/A—19,771-19,771-100%$1.1M———
IEQ Capital, LLC
N/A—18,557-18,557-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—17,780-17,780-100%$998.8K———
Mariner, LLC
N/A—17,410-17,410-100%$978.1K———
Valmark Advisers, Inc.
N/A—15,943-15,943-100%$895.7K———
Prime Buchholz LLC
N/A—15,420-15,420-100%$866.3K———
&partners
N/A—15,112-15,112-100%$853.1K———
Tower Research Capital LLC (TRC)
N/A—14,861-14,861-100%$834.9K———
HighPoint Advisor Group LLC
N/A—14,857-14,857-100%$834.7K———
XTX Topco Ltd
N/A—13,922-13,922-100%$782.1K———
Flow Traders U.S. LLC
N/A—13,354-13,354-100%$750.0K———
Nikulski Financial, Inc.
N/A—13,310-13,310-100%$747.8K———
KKM Financial LLC
N/A—13,082-13,082-100%$734.9K———
Focus Partners Wealth
N/A—11,095-11,095-100%$623.3K———
Kesler, Norman & Wride, LLC
N/A—10,967-10,967-100%$616.1K———
NewEdge Advisors, LLC
N/A—10,658-10,658-100%$598.8K———
Ameritas Advisory Services, LLC
N/A—9,299-9,299-100%$522.4K———
Jones Financial Companies Lllp
N/A—9,059-9,059-100%$516.9K———
Janney Montgomery Scott LLC
N/A—8,787-8,787-100%$494.0K———
Orion Porfolio Solutions, LLC
N/A—8,084-8,084-100%$454.2K———
United Capital Financial Advisors, LLC
N/A—7,583-7,583-100%$426.0K———
Geneos Wealth Management Inc.
N/A—7,473-7,473-100%$419.8K———
Interactive Financial Advisors, Inc.
N/A—7,365-7,365-100%$378.1K———
Clearstead Advisors, LLC
N/A—6,500-6,500-100%$365.2K———
FMR LLC
N/A—6,077-6,077-100%$341.4K———
Gotham Asset Management, LLC
N/A—6,070-6,070-100%$341.0K———
Rehmann Capital Advisory Group
N/A—5,749-5,749-100%$323.0K———
Barnes Wealth Management Group, Inc
N/A—5,422-5,422-100%$304.6K———
HRT Financial LP
N/A—4,719-4,719-100%$265.0K———
Harbour Investments, Inc.
N/A—4,204-4,204-100%$236.2K———
Stratos Wealth Partners, Ltd.
N/A—4,121-4,121-100%$231.5K———
Tyche Wealth Partners LLC
N/A—4,117-4,117-100%$231.3K———
Private Advisor Group, LLC
N/A—4,011-4,011-100%$225.3K———
Destination Wealth Management
N/A—3,995-3,995-100%$224.4K———
Baird Financial Group, Inc.
N/A—3,900-3,900-100%$219.1K———
Wealthspire Advisors, LLC
N/A—3,780-3,780-100%$212.4K———
Sound View Wealth Advisors Group, LLC
N/A—3,752-3,752-100%$210.8K———
Operose Advisors LLC
N/A—3,000-3,000-100%$168.5K———
Global Retirement Partners, LLC
N/A—2,990-2,990-100%$168.0K———
BFC Planning, Inc.
N/A—2,841-2,841-100%$159.6K———
EP Wealth Advisors, LLC
N/A—1,840-1,840-100%$103.4K———
Rockefeller Capital Management L.P.
N/A—1,616-1,616-100%$90.8K———
Aptus Capital Advisors, LLC
N/A—1,450-1,450-100%$81.5K———
Allworth Financial LP
N/A—1,436-1,436-100%$80.7K———
Capital Analysts, LLC
N/A—1,147-1,147-100%$64.0K———
Continuum Advisory, LLC
N/A—942-942-100%$52.9K———
Arax Advisory Partners
N/A—910-910-100%$51.1K———
Nalls Sherbakoff Group, LLC
N/A—900-900-100%$50.6K———
Crews Bank & Trust
N/A—720-720-100%$40.5K———
Blair William & Co
N/A—638-638-100%$35.9K———
Regatta Research & Money Management
N/A—553-553-100%$31.0K———
Whittier Trust Co
N/A—415-415-100%$23.4K———
Horizon Investments, LLC
N/A—387-387-100%$21.7K———
Bellevue Asset Management, LLC
N/A—275-275-100%$15.5K———
Brown Brothers Harriman & Co
N/A—185-185-100%$10.4K———
Delos Wealth Advisors, LLC
N/A—100-100-100%$5.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—100-100-100%$5.6K———
Godfrey Financial Associates, Inc.
N/A—70-70-100%$3.9K———
SOA Wealth Advisors, Llc.
N/A—66-66-100%$3.7K———
AE Wealth Management LLC
N/A—62-62-100%$3.5K———
Whittier Trust Co of Nevada Inc
N/A—60-60-100%$3.4K———
Smartleaf Asset Management LLC
N/A—50-50-100%$2.8K———
Bessemer Group Inc
N/A—40-40-100%$2———
Showing 188 of 188 institutions