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Ishares Select U.S. REIT ETF (ICF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares422,790 from 371,340
Change+51,450 (+14%)
Value$26.6M (+$1.5M)
Filed 2026-11-05
AMG National Trust Bank
INCREASED
Shares374,306 from 359,980
Change+14,326 (+4%)
Value$23.5M (-$801.6K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares336,062 from 345,990
Change-9,928 (-3%)
Value$21.1M (-$2.3M)
Filed 2026-11-02
Keybank National Association
INCREASED
Shares326,057 from 324,314
Change+1,743 (+1%)
Value$20.5M (-$1.4M)
Filed 2026-11-04
Creative Planning
DECREASED
Shares277,561 from 285,621
Change-8,060 (-3%)
Value$17.5M (-$1.9M)
Filed 2026-11-02
Connecticut Wealth Management, LLC
DECREASED
Shares243,852 from 270,820
Change-26,968 (-10%)
Value$15.3M (-$3.0M)
Filed 2026-10-13
IFG Advisors, LLC
INCREASED
Shares231,583 from 231,471
Change+112 (+0%)
Value$14.6M (-$1.1M)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares220,628 from 221,203
Change-575 (0%)
Value$13.9M (-$1.1M)
Filed 2026-11-05
Brewster Financial Planning LLC
INCREASED
Shares183,905 from 181,727
Change+2,178 (+1%)
Value$11.6M (-$722.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares178,782 from 176,144
Change+2,638 (+2%)
Value$11.2M (-$667.3K)
Filed 2026-11-02
William Howard & Co Financial Advisors Inc
INCREASED
Shares162,117 from 160,922
Change+1,195 (+1%)
Value$10.2M (-$686.0K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares107,552 from 106,920
Change+632 (+1%)
Value$6.8M (-$466.0K)
Filed 2026-11-05
AWM Capital, LLC
DECREASED
Shares105,607 from 110,638
Change-5,031 (-5%)
Value$6.6M (-$839.7K)
Filed 2026-10-16
Cullen T Bankers, Inc.
DECREASED
Shares97,188 from 106,208
Change-9,020 (-8%)
Value$6.1M (-$1.1M)
Filed 2026-10-28
Ifrah Financial Services, Inc.
INCREASED
Shares89,136 from 88,702
Change+434 (+0%)
Value$5.6M (-$392.3K)
Filed 2026-10-13
Garde Capital, Inc.
DECREASED
Shares87,758 from 88,739
Change-981 (-1%)
Value$5.5M (-$481.4K)
Filed 2026-10-29
Thompson Siegel & Walmsley LLC
NEW
Shares56,302
Change+56,302
Value$3.5M
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares42,108 from 40,251
Change+1,857 (+5%)
Value$2.6M (-$73.6K)
Filed 2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares39,102 from 40,250
Change-1,148 (-3%)
Value$2.5M (-$262.6K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED
Shares37,754 from 37,831
Change-77 (0%)
Value$2.4M (-$183.8K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares37,589 from 36,129
Change+1,460 (+4%)
Value$2.4M (-$79.0K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares37,495 from 37,495
Change0 (0%)
Value$2.4M (-$177.4K)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares35,111 from 21,093
Change+14,018 (+66%)
Value$2.2M (+$782.0K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares35,015 from 27,278
Change+7,737 (+28%)
Value$2.3M (+$422.1K)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
DECREASED
Shares32,954 from 35,844
Change-2,890 (-8%)
Value$2.1M (-$351.3K)
Filed 2026-11-02
Frank, Rimerman Advisors LLC
DECREASED
Shares32,346 from 32,368
Change-22 (0%)
Value$2.0M (-$154.5K)
Filed 2026-10-16
Westside Investment Management, Inc.
INCREASED
Shares31,671 from 31,352
Change+319 (+1%)
Value$2.0M (-$128.3K)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares31,460 from 15,730
Change+15,730 (+100%)
Value$2.0M (+$915.0K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares29,807 from 27,900
Change+1,907 (+7%)
Value$1.9M (-$12.0K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares25,790 from 24,047
Change+1,743 (+7%)
Value$1.6M (-$20.9K)
Filed 2026-10-13
Sfam, LLC
INCREASED
Shares24,859 from 23,852
Change+1,007 (+4%)
Value$1.6M (-$49.5K)
Filed 2026-11-03
PW Nova Financial Services LLC
DECREASED
Shares23,385 from 35,134
Change-11,749 (-33%)
Value$1.5M (-$905.2K)
Filed 2026-10-15
Miller Howard Investments Inc
NEW
Shares23,158
Change+23,158
Value$1.5M
Filed 2026-10-26
jvl associates llc
UNCHANGED
Shares21,796 from 21,796
Change0 (0%)
Value$1.4M (-$103.1K)
Filed 2026-10-09
Avior Wealth Management, LLC
DECREASED
Shares21,727 from 23,344
Change-1,617 (-7%)
Value$1.4M (-$212.1K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares21,711 from 22,417
Change-706 (-3%)
Value$1.4M (-$150.4K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares20,468 from 21,590
Change-1,122 (-5%)
Value$1.3M (-$172.7K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares19,682 from 19,068
Change+614 (+3%)
Value$1.2M (-$51.5K)
Filed 2026-10-08
McNaughton Wealth Management, LLC
DECREASED
Shares18,988 from 20,925
Change-1,937 (-9%)
Value$1.2M (-$220.9K)
Filed 2026-10-09
Strata Wealth Advisors, LLC
INCREASED
Shares18,601 from 17,004
Change+1,597 (+9%)
Value$1.2M (+$20.0K)
Filed 2026-10-16
Financial Futures Ltd Liability Co.
DECREASED
Shares18,359 from 19,709
Change-1,350 (-7%)
Value$1.2M (-$178.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,547 from 18,129
Change-582 (-3%)
Value$1.1K (-$1.2M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares17,466 from 16,757
Change+709 (+4%)
Value$1.1M (-$34.7K)
Filed 2026-11-05
PCA Investment Advisory Services Inc.
INCREASED
Shares17,065 from 17,018
Change+47 (+0%)
Value$1.1M (-$77.5K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares16,275 from 16,092
Change+183 (+1%)
Value$1.0M (-$64.7K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares16,255 from 16,308
Change-53 (0%)
Value$1.0M (-$80.5K)
Filed 2026-10-30
ARK & TLK Investments, LLC
UNCHANGED
Shares15,854 from 15,854
Change0 (0%)
Value$997.2K (-$75.0K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares15,364 from 15,409
Change-45 (0%)
Value$966.4K (-$75.7K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
NEW
Shares15,095
Change+15,095
Value$949.5K
Filed 2026-10-21
Sonata Capital Group Inc
DECREASED
Shares14,928 from 15,130
Change-202 (-1%)
Value$939.0K (-$84.3K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares14,509 from 14,507
Change+2 (+0%)
Value$912.6K (-$68.5K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
NEW
Shares14,128
Change+14,128
Value$888.6K
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares14,045 from 14,412
Change-367 (-3%)
Value$883.5K (-$91.2K)
Filed 2026-10-08
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares13,825 from 13,825
Change0 (0%)
Value$869.6K (-$65.4K)
Filed 2026-11-02
Family Office Research LLC
INCREASED
Shares13,639 from 13,569
Change+70 (+1%)
Value$857.9K (-$59.8K)
Filed 2026-10-14
Modera Wealth Management, LLC
DECREASED
Shares13,564 from 13,587
Change-23 (0%)
Value$853.2K (-$65.7K)
Filed 2026-10-28
James J. Burns & Company, LLC
INCREASED
Shares13,495 from 13,333
Change+162 (+1%)
Value$848.9K (-$52.8K)
Filed 2026-10-22
Sound Income Strategies, LLC
INCREASED
Shares13,152 from 9,892
Change+3,260 (+33%)
Value$825.7K (+$156.7K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares12,668 from 10,495
Change+2,173 (+21%)
Value$796.8K (+$87.1K)
Filed 2026-10-21
Intergy Private Wealth, LLC
UNCHANGED
Shares12,470 from 12,470
Change0 (0%)
Value$784.4K (-$59.0K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares12,245 from 12,312
Change-67 (-1%)
Value$770.2K (-$62.5K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares11,813
Change+11,813
Value$743.0K
Filed 2026-10-05
Delta Capital Management LLC
UNCHANGED
Shares11,400 from 11,400
Change0 (0%)
Value$717 (-$54)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares11,324 from 12,084
Change-760 (-6%)
Value$712.3K (-$105.0K)
Filed 2026-10-21
Fund Evaluation Group, LLC
UNCHANGED
Shares11,127 from 11,127
Change0 (0%)
Value$699.9K (-$52.6K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,983 from 10,981
Change+2 (+0%)
Value$690.8K (-$51.8K)
Filed 2026-11-03
Citizens Financial Group Inc
UNCHANGED
Shares10,736 from 10,736
Change0 (0%)
Value$675.3K (-$50.8K)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares10,142 from 8,024
Change+2,118 (+26%)
Value$637.9K (+$95.3K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares10,123 from 10,241
Change-118 (-1%)
Value$636.7K (-$55.9K)
Filed 2026-10-20
Glenview Trust Co
UNCHANGED
Shares9,318 from 9,318
Change0 (0%)
Value$586.1K (-$44.1K)
Filed 2026-10-28
James Investment Research, Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$566.1K (-$42.6K)
Filed 2026-10-22
Affinity Capital Advisors, LLC
UNCHANGED
Shares8,904 from 8,904
Change0 (0%)
Value$570.5K (-$34.8K)
Filed 2026-10-13
Fairway Wealth LLC
DECREASED
Shares8,746 from 8,884
Change-138 (-2%)
Value$550.1K (-$50.7K)
Filed 2026-10-30
Mather Group, Llc.
DECREASED
Shares8,703 from 8,966
Change-263 (-3%)
Value$547.4K (-$59.0K)
Filed 2026-10-14
MCF Advisors LLC
DECREASED
Shares8,541 from 8,604
Change-63 (-1%)
Value$537.2K (-$44.7K)
Filed 2026-10-28
Capital Asset Advisory Services LLC
DECREASED
Shares8,445 from 8,482
Change-37 (0%)
Value$552.7K (-$21.0K)
Filed 2026-10-30
Sigma Investment Counselors Inc
INCREASED
Shares8,224 from 7,814
Change+410 (+5%)
Value$517.3K (-$11.1K)
Filed 2026-10-27
Post Resch Tallon Group Inc.
INCREASED
Shares8,040 from 6,400
Change+1,640 (+26%)
Value$505.7K (+$72.9K)
Filed 2026-10-09
SJS Investment Consulting Inc.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$503.2K (-$37.8K)
Filed 2026-10-26
Old National Bancorp
UNCHANGED
Shares7,541 from 7,541
Change0 (0%)
Value$474.3K (-$35.7K)
Filed 2026-10-20
Adirondack Capital Advisors, LLC
DECREASED
Shares7,446 from 7,716
Change-270 (-3%)
Value$468.4K (-$53.5K)
Filed 2026-10-09
Diversify Wealth Management, LLC
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$458.1K (-$38.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$458.1K (-$38.8K)
Filed 2026-10-20
Bank of Stockton
DECREASED
Shares7,096 from 7,368
Change-272 (-4%)
Value$446.3K (-$52.0K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED
Shares6,910 from 7,210
Change-300 (-4%)
Value$434.6K (-$53.0K)
Filed 2026-10-27
Waters Parkerson & Co., LLC
UNCHANGED
Shares6,847 from 6,847
Change0 (0%)
Value$430.7K (-$32.4K)
Filed 2026-11-04
Range Financial Group LLC
DECREASED
Shares6,719 from 7,120
Change-401 (-6%)
Value$422.6K (-$58.9K)
Filed 2026-10-21
Sapient Capital LLC
INCREASED
Shares6,332 from 6,286
Change+46 (+1%)
Value$398.3K (-$26.8K)
Filed 2026-10-08
JFS Wealth Advisors, LLC
INCREASED
Shares6,167 from 6,118
Change+49 (+1%)
Value$387.9K (-$25.9K)
Filed 2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares5,869 from 6,205
Change-336 (-5%)
Value$369.2K (-$50.5K)
Filed 2026-10-27
Colorado Capital Management, Inc.
NEW
Shares5,739
Change+5,739
Value$361
Filed 2026-10-15
Waldron Private Wealth LLC
DECREASED
Shares5,323 from 6,048
Change-725 (-12%)
Value$334.8K (-$74.2K)
Filed 2026-11-02
Mosley Wealth Management
DECREASED
Shares5,311 from 5,771
Change-460 (-8%)
Value$342.7K (-$47.6K)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares4,949 from 4,949
Change0 (0%)
Value$311.3K (-$23.4K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares4,901 from 4,812
Change+89 (+2%)
Value$308.3K (-$17.2K)
Filed 2026-10-09
Bedminster, LLC
UNCHANGED
Shares4,693 from 4,693
Change0 (0%)
Value$295.2K (-$22.2K)
Filed 2026-11-04
Amicus Financial Advisors, LLC
INCREASED
Shares4,614 from 4,611
Change+3 (+0%)
Value$290.2K (-$21.6K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares4,532 from 4,521
Change+11 (+0%)
Value$285.1K (-$20.7K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares4,495 from 4,558
Change-63 (-1%)
Value$282.7K (-$25.5K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares4,427 from 3,848
Change+579 (+15%)
Value$278.5K (+$18.2K)
Filed 2026-10-28
Courage Miller Partners, LLC
UNCHANGED
Shares4,421 from 4,421
Change0 (0%)
Value$278.1K (-$20.9K)
Filed 2026-10-21
Opulen Financial Group LLC
INCREASED
Shares4,417 from 4,384
Change+33 (+1%)
Value$277.8K (-$18.7K)
Filed 2026-10-22
Linscomb Wealth, Inc.
UNCHANGED
Shares4,410 from 4,410
Change0 (0%)
Value$277.4K (-$20.9K)
Filed 2026-11-05
Tenet Wealth Partners, LLC
NEW
Shares4,402
Change+4,402
Value$276.9K
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares4,394 from 1,400
Change+2,994 (+214%)
Value$276.4K (+$181.7K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,314 from 765
Change+3,549 (+464%)
Value$269.7K (+$217.5K)
Filed 2026-11-04
Diversified Portfolios, Inc.
INCREASED
Shares4,297 from 3,731
Change+566 (+15%)
Value$270.3K (+$18.0K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares4,248
Change+4,248
Value$283.9K
Filed 2026-11-03
Titleist Asset Management, LLC
UNCHANGED
Shares4,247 from 4,247
Change0 (0%)
Value$267.1K (-$20.1K)
Filed 2026-10-08
Gradient Capital Advisors, LLC
UNCHANGED
Shares4,120 from 4,120
Change0 (0%)
Value$259.1K (-$19.5K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares3,998 from 3,984
Change+14 (+0%)
Value$251.5K (-$17.9K)
Filed 2026-10-23
Sage Capital Advisors,llc
DECREASED
Shares3,844 from 3,900
Change-56 (-1%)
Value$241.8K (-$21.9K)
Filed 2026-10-13
High Net Worth Advisory Group LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$239.0K (-$18.0K)
Filed 2026-10-26
Droms Strauss Advisors Inc
UNCHANGED
Shares3,720 from 3,720
Change0 (0%)
Value$234.0K (-$17.6K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
INCREASED
Shares3,650 from 3,627
Change+23 (+1%)
Value$229.6K (-$15.7K)
Filed 2026-10-15
Truist Financial Corp
NEW
Shares3,507
Change+3,507
Value$220.6K
Filed 2026-10-30
Midwest Trust Co
DECREASED
Shares3,488 from 3,851
Change-363 (-9%)
Value$219.4K (-$41.0K)
Filed 2026-10-22
North Star Investment Management Corp.
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$213.9K (-$16.1K)
Filed 2026-10-27
Net Worth Advisory Group
INCREASED
Shares3,334 from 3,228
Change+106 (+3%)
Value$208.4K (-$9.9K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED
Shares3,322 from 3,772
Change-450 (-12%)
Value$209.0K (-$46.1K)
Filed 2026-10-26
Good Harbor Advisors, Inc.
UNCHANGED
Shares3,307 from 3,307
Change0 (0%)
Value$208.0K (-$15.6K)
Filed 2026-10-20
Briggs Wealth Management, Inc
UNCHANGED
Shares3,296 from 3,296
Change0 (0%)
Value$207.3K (-$15.6K)
Filed 2026-10-26
Orin Green Financial, LLC
UNCHANGED
Shares3,276 from 3,276
Change0 (0%)
Value$206.1K (-$15.5K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares3,193 from 3,171
Change+22 (+1%)
Value$200.8K (-$13.6K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares3,190 from 3,123
Change+67 (+2%)
Value$200.6K (-$10.6K)
Filed 2026-10-30
Bison Wealth, LLC
INCREASED
Shares3,118 from 3,116
Change+2 (+0%)
Value$201.5K (-$10.4K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$193.1K (-$14.5K)
Filed 2026-10-09
Private Wealth Management Group, LLC
INCREASED
Shares2,920 from 2,775
Change+145 (+5%)
Value$183.7K (-$4.0K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares2,729 from 2,730
Change-1 (0%)
Value$171.7K (-$13.0K)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares2,499 from 2,499
Change0 (0%)
Value$157.2K (-$11.8K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares2,497 from 2,200
Change+297 (+14%)
Value$157.1K (+$8.3K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$130 (-$9)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$113.5K (-$8.5K)
Filed 2026-10-15
S.A. Mason LLC
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$104.3K (-$7.8K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$102.9K (-$7.7K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares1,583
Change+1,583
Value$99.6K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares1,538 from 1,082
Change+456 (+42%)
Value$96.8K (+$23.6K)
Filed 2026-11-05
DT Investment Partners, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$94.4K (-$7.1K)
Filed 2026-10-27
Biltmore Family Office, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$88.1K (-$6.6K)
Filed 2026-11-03
IMG Wealth Management, Inc.
DECREASED
Shares1,250 from 2,501
Change-1,251 (-50%)
Value$78.6K (-$90.5K)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares1,225 from 1,282
Change-57 (-4%)
Value$77.1K (-$9.6K)
Filed 2026-10-21
Northstar Asset Management Co
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$77.6K (-$6.9K)
Filed 2026-10-22
Bank of New Hampshire
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$72.3K (-$5.4K)
Filed 2026-10-06
AlphaCore Capital LLC
INCREASED
Shares1,095 from 568
Change+527 (+93%)
Value$68.9K (+$30.5K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$63.5K (-$4.1K)
Filed 2026-10-22
CX Institutional
INCREASED
Shares796 from 745
Change+51 (+7%)
Value$50 ($0)
Filed 2026-10-02
Avion Wealth
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$46 (-$50.0K)
Filed 2026-11-04
Breakwater Investment Management
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$35.9K (-$2.7K)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$35.1K (-$2.6K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
INCREASED
Shares544 from 540
Change+4 (+1%)
Value$34.2K (-$2.3K)
Filed 2026-10-07
Clayton Financial Group LLC
NEW
Shares492
Change+492
Value$31.0K
Filed 2026-10-13
Brown, Lisle Ings, Inc.
INCREASED
Shares479 from 475
Change+4 (+1%)
Value$30.1K (-$2.0K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$25.5K (-$1.9K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares361 from 359
Change+2 (+1%)
Value$22.7K (-$1.5K)
Filed 2026-10-28
Tompkins Financial Corp
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$22.6K (-$1.7K)
Filed 2026-10-05
Edgemoor Investment Advisors, Inc.
NEW
Shares320
Change+320
Value$20.1K
Filed 2026-11-03
Redwood Park Advisors LLC
INCREASED
Shares318 from 315
Change+3 (+1%)
Value$20.0K (-$1.3K)
Filed 2026-11-02
Evermay Wealth Management LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$19.5K (-$1.5K)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18.9K (-$1.4K)
Filed 2026-10-21
Highline Wealth Partners LLC
NEW
Shares281
Change+281
Value$17.7K
Filed 2026-10-19
First Bancorp, Inc
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$17.1K (-$1.3K)
Filed 2026-10-26
Trust Co of Toledo NA
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$17.0K (-$1.3K)
Filed 2026-10-16
Gamma Investing LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$15.5K (-$1.2K)
Filed 2026-10-08
Bullock Wealth Management Group
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$14.5K (-$1.2K)
Filed 2026-10-09
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$13.8K (-$1.0K)
Filed 2026-11-03
Curat Global, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$12.1K (+$194)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$10.4K (-$786)
Filed 2026-11-04
Morling Financial Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.4K (-$710)
Filed 2026-10-28
Blue Trust, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$8.2K (-$615)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$7.2K (-$539)
Filed 2026-11-04
Balentine LLC
NEW
Shares78
Change+78
Value$4.9K
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$4.6K (-$450)
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$4.6K (-$345)
Filed 2026-10-07
Concord Wealth Partners
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$4.5K (-$340)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares67
Change+67
Value$4.2K
Filed 2026-11-04
Register Financial Advisors LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.3K (-$246)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.1K (-$237)
Filed 2026-10-01
Capital Investment Advisory Services, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.5K (-$189)
Filed 2026-10-30
Kingdom Financial Group Llc.
NEW
Shares36
Change+36
Value$2.3K
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares22
Change+22
Value$1.4K
Filed 2026-11-05
Global Trust Asset Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$629 (-$47)
Filed 2026-10-19
TD Waterhouse Canada Inc.
NEW
Shares3
Change+3
Value$188
Filed 2026-10-16
Nemes Rush Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$126 (-$9)
Filed 2026-11-04
Innova Wealth Partners
CLOSED
Shares0 from 111,813
Change-111,813 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-21
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 8,482
Change-8,482 (-100%)
Value$0 (-$573.7K)
Filed 2026-10-21
Mission Wealth Management, LP
CLOSED
Shares0 from 6,659
Change-6,659 (-100%)
Value$0 (-$450.3K)
Filed 2026-10-15
Gainline Financial Partners, LLC
CLOSED
Shares0 from 3,946
Change-3,946 (-100%)
Value$0 (-$266.9K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 3,916
Change-3,916 (-100%)
Value$0 (-$264.8K)
Filed 2026-10-16
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$257.0K)
Filed 2026-10-20
Klingman & Associates, LLC
CLOSED
Shares0 from 3,120
Change-3,120 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-20
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 3,072
Change-3,072 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-26
Transcendent Capital Group LLC
CLOSED
Shares0 from 3,003
Change-3,003 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,456
Change-1,456 (-100%)
Value$0 (-$98.5K)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 1,335
Change-1,335 (-100%)
Value$0 (-$90.3K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,159
Change-1,159 (-100%)
Value$0 (-$80.1K)
Filed 2026-10-16
Key Capital Management, Inc
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-13
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,137,543
Change-2,137,543 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,635,981
Change-1,635,981 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,461,529
Change-1,461,529 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 780,062
Change-780,062 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 763,220
Change-763,220 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 689,531
Change-689,531 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 606,966
Change-606,966 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 580,359
Change-580,359 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 483,292
Change-483,292 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 476,297
Change-476,297 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 447,284
Change-447,284 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 430,799
Change-430,799 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 315,746
Change-315,746 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 244,827
Change-244,827 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 238,394
Change-238,394 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 223,256
Change-223,256 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 207,546
Change-207,546 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 169,852
Change-169,852 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 167,866
Change-167,866 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 134,878
Change-134,878 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 129,832
Change-129,832 (-100%)
Value—
UBS Group AG
N/A
Shares— from 123,804
Change-123,804 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 115,440
Change-115,440 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 110,832
Change-110,832 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 98,879
Change-98,879 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 94,676
Change-94,676 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 86,383
Change-86,383 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 85,137
Change-85,137 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 83,418
Change-83,418 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 81,347
Change-81,347 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 76,904
Change-76,904 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 69,443
Change-69,443 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 68,979
Change-68,979 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 63,332
Change-63,332 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 62,055
Change-62,055 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 59,419
Change-59,419 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 58,089
Change-58,089 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 58,033
Change-58,033 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 55,402
Change-55,402 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 49,300
Change-49,300 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 48,087
Change-48,087 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 46,797
Change-46,797 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 44,591
Change-44,591 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,467
Change-40,467 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 38,831
Change-38,831 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 34,632
Change-34,632 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,630
Change-32,630 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,948
Change-31,948 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 30,827
Change-30,827 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 28,523
Change-28,523 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 27,859
Change-27,859 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 27,700
Change-27,700 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 26,838
Change-26,838 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,339
Change-26,339 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 25,499
Change-25,499 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 24,166
Change-24,166 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,586
Change-22,586 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 21,346
Change-21,346 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 20,634
Change-20,634 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,324
Change-20,324 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 19,972
Change-19,972 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,750
Change-19,750 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 18,778
Change-18,778 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 18,475
Change-18,475 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,265
Change-18,265 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,139
Change-17,139 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,841
Change-16,841 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,609
Change-15,609 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 14,346
Change-14,346 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 14,240
Change-14,240 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 13,927
Change-13,927 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 13,657
Change-13,657 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 13,610
Change-13,610 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 13,323
Change-13,323 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 13,308
Change-13,308 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,290
Change-12,290 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,416
Change-11,416 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,805
Change-9,805 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,417
Change-8,417 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,180
Change-7,180 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 6,879
Change-6,879 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,850
Change-6,850 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 6,438
Change-6,438 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 6,399
Change-6,399 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,704
Change-5,704 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
American Trust
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,892
Change-4,892 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 850
Change-850 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 842
Change-842 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
CNB Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 450
Change-450 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 399
Change-399 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 352
Change-352 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 335
Change-335 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 330
Change-330 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 298
Change-298 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 260
Change-260 (-100%)
Value—
Motco
N/A
Shares— from 245
Change-245 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 102
Change-102 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 16
Change-16 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3
Change-3 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED422,790371,340+51,450+14%$25.1M$26.6M+$1.5M2026-11-05
AMG National Trust Bank
INCREASED374,306359,980+14,326+4%$24.3M$23.5M-$801.6K2026-11-05
Kestra Advisory Services, LLC
DECREASED336,062345,990-9,928-3%$23.4M$21.1M-$2.3M2026-11-02
Keybank National Association
INCREASED326,057324,314+1,743+1%$21.9M$20.5M-$1.4M2026-11-04
Creative Planning
DECREASED277,561285,621-8,060-3%$19.3M$17.5M-$1.9M2026-11-02
Connecticut Wealth Management, LLC
DECREASED243,852270,820-26,968-10%$18.3M$15.3M-$3.0M2026-10-13
IFG Advisors, LLC
INCREASED231,583231,471+112+0%$15.7M$14.6M-$1.1M2026-10-15
Fifth Third Bancorp
DECREASED220,628221,203-5750%$15.0M$13.9M-$1.1M2026-11-05
Brewster Financial Planning LLC
INCREASED183,905181,727+2,178+1%$12.3M$11.6M-$722.6K2026-10-13
Commonwealth Equity Services, LLC
INCREASED178,782176,144+2,638+2%$11.9M$11.2M-$667.3K2026-11-02
William Howard & Co Financial Advisors Inc
INCREASED162,117160,922+1,195+1%$10.9M$10.2M-$686.0K2026-11-04
US Bancorp \de\
INCREASED107,552106,920+632+1%$7.2M$6.8M-$466.0K2026-11-05
AWM Capital, LLC
DECREASED105,607110,638-5,031-5%$7.5M$6.6M-$839.7K2026-10-16
Cullen T Bankers, Inc.
DECREASED97,188106,208-9,020-8%$7.2M$6.1M-$1.1M2026-10-28
Ifrah Financial Services, Inc.
INCREASED89,13688,702+434+0%$6.0M$5.6M-$392.3K2026-10-13
Garde Capital, Inc.
DECREASED87,75888,739-981-1%$6.0M$5.5M-$481.4K2026-10-29
Thompson Siegel & Walmsley LLC
NEW56,302—+56,302——$3.5M—2026-11-05
D.A. Davidson & Co.
INCREASED42,10840,251+1,857+5%$2.7M$2.6M-$73.6K2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
DECREASED39,10240,250-1,148-3%$2.7M$2.5M-$262.6K2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED37,75437,831-770%$2.6M$2.4M-$183.8K2026-10-27
Parkside Financial Bank & Trust
INCREASED37,58936,129+1,460+4%$2.4M$2.4M-$79.0K2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED37,49537,49500%$2.5M$2.4M-$177.4K2026-10-13
Citigroup Inc
INCREASED35,11121,093+14,018+66%$1.4M$2.2M+$782.0K2026-11-04
Chicago Partners Investment Group LLC
INCREASED35,01527,278+7,737+28%$1.9M$2.3M+$422.1K2026-10-27
Cornerstone Wealth Group, LLC
DECREASED32,95435,844-2,890-8%$2.4M$2.1M-$351.3K2026-11-02
Frank, Rimerman Advisors LLC
DECREASED32,34632,368-220%$2.2M$2.0M-$154.5K2026-10-16
Westside Investment Management, Inc.
INCREASED31,67131,352+319+1%$2.1M$2.0M-$128.3K2026-11-02
Greenspring Advisors, LLC
INCREASED31,46015,730+15,730+100%$1.1M$2.0M+$915.0K2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED29,80727,900+1,907+7%$1.9M$1.9M-$12.0K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED25,79024,047+1,743+7%$1.6M$1.6M-$20.9K2026-10-13
Sfam, LLC
INCREASED24,85923,852+1,007+4%$1.6M$1.6M-$49.5K2026-11-03
PW Nova Financial Services LLC
DECREASED23,38535,134-11,749-33%$2.4M$1.5M-$905.2K2026-10-15
Miller Howard Investments Inc
NEW23,158—+23,158——$1.5M—2026-10-26
jvl associates llc
UNCHANGED21,79621,79600%$1.5M$1.4M-$103.1K2026-10-09
Avior Wealth Management, LLC
DECREASED21,72723,344-1,617-7%$1.6M$1.4M-$212.1K2026-10-13
Capital Investment Advisors, LLC
DECREASED21,71122,417-706-3%$1.5M$1.4M-$150.4K2026-10-22
Bailard, Inc.
DECREASED20,46821,590-1,122-5%$1.5M$1.3M-$172.7K2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED19,68219,068+614+3%$1.3M$1.2M-$51.5K2026-10-08
McNaughton Wealth Management, LLC
DECREASED18,98820,925-1,937-9%$1.4M$1.2M-$220.9K2026-10-09
Strata Wealth Advisors, LLC
INCREASED18,60117,004+1,597+9%$1.1M$1.2M+$20.0K2026-10-16
Financial Futures Ltd Liability Co.
DECREASED18,35919,709-1,350-7%$1.3M$1.2M-$178.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED17,54718,129-582-3%$1.2M$1.1K-$1.2M2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED17,46616,757+709+4%$1.1M$1.1M-$34.7K2026-11-05
PCA Investment Advisory Services Inc.
INCREASED17,06517,018+47+0%$1.2M$1.1M-$77.5K2026-10-13
HB Wealth Management, LLC
INCREASED16,27516,092+183+1%$1.1M$1.0M-$64.7K2026-10-23
Spire Wealth Management
DECREASED16,25516,308-530%$1.1M$1.0M-$80.5K2026-10-30
ARK & TLK Investments, LLC
UNCHANGED15,85415,85400%$1.1M$997.2K-$75.0K2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED15,36415,409-450%$1.0M$966.4K-$75.7K2026-10-16
OpenArc Corporate Advisory, LLC
NEW15,095—+15,095——$949.5K—2026-10-21
Sonata Capital Group Inc
DECREASED14,92815,130-202-1%$1.0M$939.0K-$84.3K2026-10-19
Evanson Financial, LLC
INCREASED14,50914,507+2+0%$981.1K$912.6K-$68.5K2026-10-23
Concurrent Investment Advisors, LLC
NEW14,128—+14,128——$888.6K—2026-10-16
Farther Finance Advisors, LLC
DECREASED14,04514,412-367-3%$974.7K$883.5K-$91.2K2026-10-08
Whitegate Investment Counselors, Inc.
UNCHANGED13,82513,82500%$935.0K$869.6K-$65.4K2026-11-02
Family Office Research LLC
INCREASED13,63913,569+70+1%$917.7K$857.9K-$59.8K2026-10-14
Modera Wealth Management, LLC
DECREASED13,56413,587-230%$918.9K$853.2K-$65.7K2026-10-28
James J. Burns & Company, LLC
INCREASED13,49513,333+162+1%$901.6K$848.9K-$52.8K2026-10-22
Sound Income Strategies, LLC
INCREASED13,1529,892+3,260+33%$669.0K$825.7K+$156.7K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED12,66810,495+2,173+21%$709.8K$796.8K+$87.1K2026-10-21
Intergy Private Wealth, LLC
UNCHANGED12,47012,47000%$843.3K$784.4K-$59.0K2026-10-16
J.W. Cole Advisors, Inc.
DECREASED12,24512,312-67-1%$832.7K$770.2K-$62.5K2026-11-05
Horizons Wealth Management
NEW11,813—+11,813——$743.0K—2026-10-05
Delta Capital Management LLC
UNCHANGED11,40011,40000%$771$717-$542026-10-16
White Lighthouse Investment Management Inc.
DECREASED11,32412,084-760-6%$817.2K$712.3K-$105.0K2026-10-21
Fund Evaluation Group, LLC
UNCHANGED11,12711,12700%$752.5K$699.9K-$52.6K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED10,98310,981+2+0%$742.6K$690.8K-$51.8K2026-11-03
Citizens Financial Group Inc
UNCHANGED10,73610,73600%$726.1K$675.3K-$50.8K2026-10-23
Fifth Third Securities, Inc.
INCREASED10,1428,024+2,118+26%$542.7K$637.9K+$95.3K2026-10-21
Integrated Advisors Network LLC
DECREASED10,12310,241-118-1%$692.6K$636.7K-$55.9K2026-10-20
Glenview Trust Co
UNCHANGED9,3189,31800%$630.2K$586.1K-$44.1K2026-10-28
James Investment Research, Inc.
UNCHANGED9,0009,00000%$608.7K$566.1K-$42.6K2026-10-22
Affinity Capital Advisors, LLC
UNCHANGED8,9048,90400%$605.3K$570.5K-$34.8K2026-10-13
Fairway Wealth LLC
DECREASED8,7468,884-138-2%$600.8K$550.1K-$50.7K2026-10-30
Mather Group, Llc.
DECREASED8,7038,966-263-3%$606.4K$547.4K-$59.0K2026-10-14
MCF Advisors LLC
DECREASED8,5418,604-63-1%$581.9K$537.2K-$44.7K2026-10-28
Capital Asset Advisory Services LLC
DECREASED8,4458,482-370%$573.7K$552.7K-$21.0K2026-10-30
Sigma Investment Counselors Inc
INCREASED8,2247,814+410+5%$528.4K$517.3K-$11.1K2026-10-27
Post Resch Tallon Group Inc.
INCREASED8,0406,400+1,640+26%$432.8K$505.7K+$72.9K2026-10-09
SJS Investment Consulting Inc.
UNCHANGED8,0008,00000%$541.0K$503.2K-$37.8K2026-10-26
Old National Bancorp
UNCHANGED7,5417,54100%$510.0K$474.3K-$35.7K2026-10-20
Adirondack Capital Advisors, LLC
DECREASED7,4467,716-270-3%$521.8K$468.4K-$53.5K2026-10-09
Diversify Wealth Management, LLC
UNCHANGED7,1007,10000%$496.9K$458.1K-$38.8K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED7,1007,10000%$496.9K$458.1K-$38.8K2026-10-20
Bank of Stockton
DECREASED7,0967,368-272-4%$498.3K$446.3K-$52.0K2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED6,9107,210-300-4%$487.6K$434.6K-$53.0K2026-10-27
Waters Parkerson & Co., LLC
UNCHANGED6,8476,84700%$463.1K$430.7K-$32.4K2026-11-04
Range Financial Group LLC
DECREASED6,7197,120-401-6%$481.5K$422.6K-$58.9K2026-10-21
Sapient Capital LLC
INCREASED6,3326,286+46+1%$425.1K$398.3K-$26.8K2026-10-08
JFS Wealth Advisors, LLC
INCREASED6,1676,118+49+1%$413.8K$387.9K-$25.9K2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED5,8696,205-336-5%$419.6K$369.2K-$50.5K2026-10-27
Colorado Capital Management, Inc.
NEW5,739—+5,739——$361—2026-10-15
Waldron Private Wealth LLC
DECREASED5,3236,048-725-12%$409.0K$334.8K-$74.2K2026-11-02
Mosley Wealth Management
DECREASED5,3115,771-460-8%$390.3K$342.7K-$47.6K2026-10-16
Central Trust Co
UNCHANGED4,9494,94900%$334.7K$311.3K-$23.4K2026-11-05
Breakwater Capital Group
INCREASED4,9014,812+89+2%$325.4K$308.3K-$17.2K2026-10-09
Bedminster, LLC
UNCHANGED4,6934,69300%$317.4K$295.2K-$22.2K2026-11-04
Amicus Financial Advisors, LLC
INCREASED4,6144,611+3+0%$311.8K$290.2K-$21.6K2026-11-03
Ellis Investment Partners, LLC
INCREASED4,5324,521+11+0%$305.8K$285.1K-$20.7K2026-10-21
TD Private Client Wealth LLC
DECREASED4,4954,558-63-1%$308.3K$282.7K-$25.5K2026-10-28
Choreo, LLC
INCREASED4,4273,848+579+15%$260.2K$278.5K+$18.2K2026-10-28
Courage Miller Partners, LLC
UNCHANGED4,4214,42100%$299.0K$278.1K-$20.9K2026-10-21
Opulen Financial Group LLC
INCREASED4,4174,384+33+1%$296.5K$277.8K-$18.7K2026-10-22
Linscomb Wealth, Inc.
UNCHANGED4,4104,41000%$298.2K$277.4K-$20.9K2026-11-05
Tenet Wealth Partners, LLC
NEW4,402—+4,402——$276.9K—2026-10-19
Provenance Wealth Advisors, LLC
INCREASED4,3941,400+2,994+214%$94.7K$276.4K+$181.7K2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED4,314765+3,549+464%$52.2K$269.7K+$217.5K2026-11-04
Diversified Portfolios, Inc.
INCREASED4,2973,731+566+15%$252.3K$270.3K+$18.0K2026-11-04
StoneX Group Inc.
NEW4,248—+4,248——$283.9K—2026-11-03
Titleist Asset Management, LLC
UNCHANGED4,2474,24700%$287.2K$267.1K-$20.1K2026-10-08
Gradient Capital Advisors, LLC
UNCHANGED4,1204,12000%$278.6K$259.1K-$19.5K2026-10-21
Sowell Financial Services LLC
INCREASED3,9983,984+14+0%$269.4K$251.5K-$17.9K2026-10-23
Sage Capital Advisors,llc
DECREASED3,8443,900-56-1%$263.7K$241.8K-$21.9K2026-10-13
High Net Worth Advisory Group LLC
UNCHANGED3,8003,80000%$257.0K$239.0K-$18.0K2026-10-26
Droms Strauss Advisors Inc
UNCHANGED3,7203,72000%$251.6K$234.0K-$17.6K2026-11-03
Fortitude Advisory Group L.L.C.
INCREASED3,6503,627+23+1%$245.3K$229.6K-$15.7K2026-10-15
Truist Financial Corp
NEW3,507—+3,507——$220.6K—2026-10-30
Midwest Trust Co
DECREASED3,4883,851-363-9%$260.4K$219.4K-$41.0K2026-10-22
North Star Investment Management Corp.
UNCHANGED3,4003,40000%$229.9K$213.9K-$16.1K2026-10-27
Net Worth Advisory Group
INCREASED3,3343,228+106+3%$218.3K$208.4K-$9.9K2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED3,3223,772-450-12%$255.1K$209.0K-$46.1K2026-10-26
Good Harbor Advisors, Inc.
UNCHANGED3,3073,30700%$223.7K$208.0K-$15.6K2026-10-20
Briggs Wealth Management, Inc
UNCHANGED3,2963,29600%$222.9K$207.3K-$15.6K2026-10-26
Orin Green Financial, LLC
UNCHANGED3,2763,27600%$221.6K$206.1K-$15.5K2026-10-19
Atria Investments, Inc
INCREASED3,1933,171+22+1%$214.5K$200.8K-$13.6K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED3,1903,123+67+2%$211.2K$200.6K-$10.6K2026-10-30
Bison Wealth, LLC
INCREASED3,1183,116+2+0%$211.9K$201.5K-$10.4K2026-10-13
Gilpin Wealth Management, LLC
UNCHANGED3,0703,07000%$207.6K$193.1K-$14.5K2026-10-09
Private Wealth Management Group, LLC
INCREASED2,9202,775+145+5%$187.7K$183.7K-$4.0K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED2,7292,730-10%$184.6K$171.7K-$13.0K2026-10-20
Parallel Advisors, LLC
UNCHANGED2,4992,49900%$169.0K$157.2K-$11.8K2026-11-03
Lanark Financial, Inc.
INCREASED2,4972,200+297+14%$148.8K$157.1K+$8.3K2026-10-26
Capital Advisors, Ltd. LLC
UNCHANGED2,0622,06200%$139$130-$92026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,8051,80500%$122.1K$113.5K-$8.5K2026-10-15
S.A. Mason LLC
UNCHANGED1,6581,65800%$112.1K$104.3K-$7.8K2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED1,6361,63600%$110.6K$102.9K-$7.7K2026-11-03
Laurel Wealth Advisors LLC
NEW1,583—+1,583——$99.6K—2026-10-27
Larson Financial Group LLC
INCREASED1,5381,082+456+42%$73.2K$96.8K+$23.6K2026-11-05
DT Investment Partners, LLC
UNCHANGED1,5001,50000%$101.4K$94.4K-$7.1K2026-10-27
Biltmore Family Office, LLC
UNCHANGED1,4001,40000%$94.7K$88.1K-$6.6K2026-11-03
IMG Wealth Management, Inc.
DECREASED1,2502,501-1,251-50%$169.1K$78.6K-$90.5K2026-10-27
Assetmark, Inc
DECREASED1,2251,282-57-4%$86.7K$77.1K-$9.6K2026-10-21
Northstar Asset Management Co
UNCHANGED1,2001,20000%$84.5K$77.6K-$6.9K2026-10-22
Bank of New Hampshire
UNCHANGED1,1501,15000%$77.8K$72.3K-$5.4K2026-10-06
AlphaCore Capital LLC
INCREASED1,095568+527+93%$38.4K$68.9K+$30.5K2026-11-04
Manchester Capital Management LLC
UNCHANGED1,0001,00000%$67.6K$63.5K-$4.1K2026-10-22
CX Institutional
INCREASED796745+51+7%$50$50$02026-10-02
Avion Wealth
UNCHANGED74074000%$50.0K$46-$50.0K2026-11-04
Breakwater Investment Management
UNCHANGED57057000%$38.6K$35.9K-$2.7K2026-10-20
IFP Advisors, Inc
UNCHANGED55855800%$37.7K$35.1K-$2.6K2026-10-16
Elevation Wealth Partners, LLC
INCREASED544540+4+1%$36.5K$34.2K-$2.3K2026-10-07
Clayton Financial Group LLC
NEW492—+492——$31.0K—2026-10-13
Brown, Lisle Ings, Inc.
INCREASED479475+4+1%$32.1K$30.1K-$2.0K2026-10-16
Farmers & Merchants Investments Inc
UNCHANGED40540500%$27.4K$25.5K-$1.9K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED361359+2+1%$24.3K$22.7K-$1.5K2026-10-28
Tompkins Financial Corp
UNCHANGED35935900%$24.3K$22.6K-$1.7K2026-10-05
Edgemoor Investment Advisors, Inc.
NEW320—+320——$20.1K—2026-11-03
Redwood Park Advisors LLC
INCREASED318315+3+1%$21.3K$20.0K-$1.3K2026-11-02
Evermay Wealth Management LLC
UNCHANGED31031000%$21.0K$19.5K-$1.5K2026-11-05
Piscataqua Savings Bank
UNCHANGED30030000%$20.3K$18.9K-$1.4K2026-10-21
Highline Wealth Partners LLC
NEW281—+281——$17.7K—2026-10-19
First Bancorp, Inc
UNCHANGED27227200%$18.4K$17.1K-$1.3K2026-10-26
Trust Co of Toledo NA
UNCHANGED27027000%$18.3K$17.0K-$1.3K2026-10-16
Gamma Investing LLC
UNCHANGED24624600%$16.6K$15.5K-$1.2K2026-10-08
Bullock Wealth Management Group
UNCHANGED23223200%$15.7K$14.5K-$1.2K2026-10-09
Hamilton Point Investment Advisors, LLC
UNCHANGED22022000%$14.9K$13.8K-$1.0K2026-11-03
Curat Global, LLC
UNCHANGED19219200%$11.9K$12.1K+$1942026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED16616600%$11.2K$10.4K-$7862026-11-04
Morling Financial Advisors, LLC
UNCHANGED15015000%$10.1K$9.4K-$7102026-10-28
Blue Trust, Inc.
UNCHANGED13013000%$8.8K$8.2K-$6152026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED11411400%$7.7K$7.2K-$5392026-11-04
Balentine LLC
NEW78—+78——$4.9K—2026-11-03
Compass Financial Management LLC
UNCHANGED737300%$5.0K$4.6K-$4502026-10-30
Investors Research Corp
UNCHANGED737300%$4.9K$4.6K-$3452026-10-07
Concord Wealth Partners
UNCHANGED727200%$4.9K$4.5K-$3402026-11-02
Nova Financial LLC
NEW67—+67——$4.2K—2026-11-04
Register Financial Advisors LLC
UNCHANGED525200%$3.5K$3.3K-$2462026-10-23
Noble Wealth Management PBC
UNCHANGED505000%$3.4K$3.1K-$2372026-10-01
Capital Investment Advisory Services, LLC
UNCHANGED404000%$2.7K$2.5K-$1892026-10-30
Kingdom Financial Group Llc.
NEW36—+36——$2.3K—2026-11-04
Three Bridge Wealth Advisors, LLC
NEW22—+22——$1.4K—2026-11-05
Global Trust Asset Management, LLC
UNCHANGED101000%$676$629-$472026-10-19
TD Waterhouse Canada Inc.
NEW3—+3——$188—2026-10-16
Nemes Rush Group LLC
UNCHANGED2200%$135$126-$92026-11-04
Innova Wealth Partners
CLOSED0111,813-111,813-100%$7.6M$0-$7.6M2026-10-21
Axxcess Wealth Management, LLC
CLOSED08,482-8,482-100%$573.7K$0-$573.7K2026-10-21
Mission Wealth Management, LP
CLOSED06,659-6,659-100%$450.3K$0-$450.3K2026-10-15
Gainline Financial Partners, LLC
CLOSED03,946-3,946-100%$266.9K$0-$266.9K2026-10-15
Robertson Stephens Wealth Management, LLC
CLOSED03,916-3,916-100%$264.8K$0-$264.8K2026-10-16
Relyea Zuckerberg Hanson LLC
CLOSED03,800-3,800-100%$257.0K$0-$257.0K2026-10-20
Klingman & Associates, LLC
CLOSED03,120-3,120-100%$211.0K$0-$211.0K2026-10-20
Arbor Investment Advisors, LLC
CLOSED03,072-3,072-100%$207.8K$0-$207.8K2026-10-26
Transcendent Capital Group LLC
CLOSED03,003-3,003-100%$203.1K$0-$203.1K2026-10-28
AdvisorNet Financial, Inc
CLOSED01,456-1,456-100%$98.5K$0-$98.5K2026-10-15
NBT Bank, N.A.
CLOSED01,335-1,335-100%$90.3K$0-$90.3K2026-10-21
Cornerstone Planning Group LLC
CLOSED01,159-1,159-100%$80.1K$0-$80.1K2026-10-16
Key Capital Management, Inc
CLOSED028-28-100%$1.9K$0-$1.9K2026-11-03
Cape Investment Advisory, Inc.
CLOSED021-21-100%$1.4K$0-$1.4K2026-10-13
Northwestern Mutual Wealth Management Co
N/A—2,137,543-2,137,543-100%$144.6M———
JPMorgan Chase & Co
N/A—1,635,981-1,635,981-100%$112.8M———
Morgan Stanley
N/A—1,461,529-1,461,529-100%$98.8M———
Bank of America Corp
N/A—780,062-780,062-100%$52.8M———
Foundations Investment Advisors, LLC
N/A—763,220-763,220-100%$51.6M———
Cetera Investment Advisers
N/A—689,531-689,531-100%$46.6M———
Royal Bank of Canada
N/A—606,966-606,966-100%$41.0M———
Osaic Holdings, Inc.
N/A—580,359-580,359-100%$39.3M———
M&T Bank Corp
N/A—483,292-483,292-100%$32.7M———
Raymond James Financial Inc
N/A—476,297-476,297-100%$32.2M———
National Philanthropic Trust
N/A—447,284-447,284-100%$30.2M———
LPL Financial LLC
N/A—430,799-430,799-100%$29.1M———
Huntington National Bank
N/A—315,746-315,746-100%$21.4M———
Wells Fargo & Company
N/A—244,827-244,827-100%$16.6M———
Lbmc Investment Advisors, LLC
N/A—238,394-238,394-100%$16.1M———
Envestnet Asset Management Inc
N/A—223,256-223,256-100%$15.1M———
Pathstone Holdings, LLC
N/A—207,546-207,546-100%$14.0M———
Focus Partners Wealth
N/A—169,852-169,852-100%$11.5M———
Mariner, LLC
N/A—167,866-167,866-100%$11.4M———
Cresset Asset Management, LLC
N/A—134,878-134,878-100%$9.1M———
HighTower Advisors, LLC
N/A—129,832-129,832-100%$8.8M———
UBS Group AG
N/A—123,804-123,804-100%$8.4M———
Ballentine Partners, LLC
N/A—115,440-115,440-100%$7.8M———
Moneta Group Investment Advisors LLC
N/A—110,832-110,832-100%$7.5M———
PNC Financial Services Group, Inc.
N/A—98,879-98,879-100%$6.7M———
Equitable Holdings, Inc.
N/A—94,676-94,676-100%$6.4M———
Northern Trust Corp
N/A—86,383-86,383-100%$5.8M———
Asset Management Group, Inc.
N/A—85,137-85,137-100%$5.8M———
Ameriprise Financial Inc
N/A—83,418-83,418-100%$5.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—81,347-81,347-100%$5.5M———
Wealthspire Retirement, LLC
N/A—76,904-76,904-100%$5.2M———
Baird Financial Group, Inc.
N/A—69,443-69,443-100%$4.7M———
SOA Wealth Advisors, Llc.
N/A—68,979-68,979-100%$4.7M———
Arbor Trust Wealth Advisors, LLC
N/A—63,332-63,332-100%$4.3M———
Per Stirling Capital Management, Llc.
N/A—62,055-62,055-100%$4.2M———
Cornerstone Advisors Asset Management, LLC
N/A—59,419-59,419-100%$4.0M———
Captrust Financial Advisors
N/A—58,089-58,089-100%$3.9M———
Belpointe Asset Management LLC
N/A—58,033-58,033-100%$3.9M———
Modern Wealth Management, LLC
N/A—55,402-55,402-100%$3.7M———
Fiduciary Trust Co
N/A—49,300-49,300-100%$3.3M———
Beacon Pointe Advisors, LLC
N/A—48,087-48,087-100%$3.3M———
Goldman Sachs Group Inc
N/A—46,797-46,797-100%$3.2M———
Mercer Global Advisors Inc
N/A—44,591-44,591-100%$3.0M———
Susquehanna International Group, LLP
N/A—40,467-40,467-100%$2.7M———
Koss-Olinger Consulting, LLC
N/A—38,831-38,831-100%$2.6M———
Bleakley Financial Group, LLC
N/A—34,632-34,632-100%$2.3M———
Citadel Advisors LLC
N/A—32,630-32,630-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—31,948-31,948-100%$2.2M———
CIBC Bancorp USA Inc.
N/A—30,827-30,827-100%$2.1M———
Capital Analysts, LLC
N/A—28,523-28,523-100%$1.9M———
Mutual Advisors, LLC
N/A—27,859-27,859-100%$1.9M———
Trustmark Bank Trust Department
N/A—27,700-27,700-100%$1.9M———
Greykasell Wealth Strategies, Inc.
N/A—26,838-26,838-100%$1.8M———
MML Investors Services, LLC
N/A—26,339-26,339-100%$1.8M———
D. E. Shaw & Co., Inc.
N/A—25,499-25,499-100%$1.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—24,166-24,166-100%$1.6M———
Private Advisor Group, LLC
N/A—22,586-22,586-100%$1.5M———
Savant Capital, LLC
N/A—21,346-21,346-100%$1.4M———
Wealthspire Advisors, LLC
N/A—20,634-20,634-100%$1.4M———
Arkadios Wealth Advisors
N/A—20,324-20,324-100%$1.4M———
Janney Montgomery Scott LLC
N/A—19,972-19,972-100%$1.4M———
Cerity Partners LLC
N/A—19,750-19,750-100%$1.3M———
Peapack Gladstone Financial Corp
N/A—18,778-18,778-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—18,475-18,475-100%$1.2M———
Jones Financial Companies Lllp
N/A—18,265-18,265-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—17,139-17,139-100%$1.2M———
NewEdge Advisors, LLC
N/A—16,841-16,841-100%$1.1M———
AE Wealth Management LLC
N/A—15,609-15,609-100%$1.1M———
Audent Global Asset Management, LLC
N/A—14,346-14,346-100%$970.2K———
Dakota Wealth Management
N/A—14,240-14,240-100%$963.1K———
Sanctuary Advisors, LLC
N/A—14,111-14,111-100%$954.3K———
SCS Capital Management LLC
N/A—13,927-13,927-100%$941.9K———
Meramec Financial Planners, LLC
N/A—13,657-13,657-100%$955.7K———
Tiaa Trust, National Association
N/A—13,610-13,610-100%$920.4K———
Verity Wealth Advisors
N/A—13,323-13,323-100%$901.1K———
BTC Capital Management, Inc.
N/A—13,308-13,308-100%$900.0K———
Stifel Financial Corp
N/A—12,290-12,290-100%$831.2K———
Coldstream Capital Management Inc
N/A—11,416-11,416-100%$772.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—10,845-10,845-100%$733.4K———
One Capital Management, LLC
N/A—9,805-9,805-100%$606.9K———
FMR LLC
N/A—9,720-9,720-100%$657.4K———
CreativeOne Wealth, LLC
N/A—9,562-9,562-100%$646.7K———
Vanguard National Trust Co
N/A—9,000-9,000-100%$608.7K———
Bartlett & Co. Wealth Management LLC
N/A—8,568-8,568-100%$579.5K———
Jane Street Group, LLC
N/A—8,417-8,417-100%$569.2K———
Aptus Capital Advisors, LLC
N/A—8,267-8,267-100%$559.1K———
Prostatis Group LLC
N/A—7,795-7,795-100%$527.2K———
Commerce Bank
N/A—7,538-7,538-100%$509.8K———
HSBC Holdings PLC
N/A—7,180-7,180-100%$485.6K———
Medallion Wealth Advisors, LLC
N/A—7,178-7,178-100%$485.4K———
Pitcairn Wealth Advisors LLC
N/A—6,897-6,897-100%$466.4K———
Oak Wealth Advisors LLC
N/A—6,879-6,879-100%$465.2K———
Flow Traders U.S. LLC
N/A—6,850-6,850-100%$463.0K———
Tolleson Wealth Management, Inc.
N/A—6,576-6,576-100%$444.7K———
Performance Wealth Partners, LLC
N/A—6,438-6,438-100%$435.4K———
American Wealth Advisors, LLC
N/A—6,399-6,399-100%$432.8K———
American Investment Services, Inc.
N/A—6,384-6,384-100%$431.8K———
Bluespring Wealth Management, LLC
N/A—6,369-6,369-100%$430.7K———
GWN Securities Inc.
N/A—6,275-6,275-100%$424.4K———
Level Four Advisory Services, LLC
N/A—5,731-5,731-100%$387.6K———
EP Wealth Advisors, LLC
N/A—5,704-5,704-100%$385.8K———
Texas Yale Capital Corp.
N/A—5,600-5,600-100%$378.7K———
Integrated Wealth Concepts LLC
N/A—5,593-5,593-100%$378.3K———
American Trust
N/A—5,471-5,471-100%$370.0K———
Sequoia Financial Advisors, LLC
N/A—5,397-5,397-100%$365.0K———
Steigerwald, Gordon & Koch Inc.
N/A—5,334-5,334-100%$360.7K———
World Investment Advisors
N/A—4,962-4,962-100%$307.1K———
Nicolet Bankshares Inc
N/A—4,942-4,942-100%$334.2K———
Marshall Wace, LLP
N/A—4,920-4,920-100%$332.7K———
Quantinno Capital Management LP
N/A—4,892-4,892-100%$330.9K———
Glenmede Trust Co NA
N/A—4,848-4,848-100%$327.9K———
XTX Topco Ltd
N/A—4,839-4,839-100%$327.3K———
UBS Asset Management Americas LLC
N/A—4,834-4,834-100%$326.9K———
1ST Source Bank
N/A—4,724-4,724-100%$319.5K———
Stratos Wealth Partners, Ltd.
N/A—4,672-4,672-100%$316.0K———
Holderness Investments Co
N/A—4,600-4,600-100%$311.1K———
Cozad Asset Management Inc
N/A—4,444-4,444-100%$300.5K———
Atlantic Union Bankshares Corp
N/A—4,237-4,237-100%$286.6K———
Jordan Park Group LLC
N/A—4,140-4,140-100%$280.0K———
Waterloo Capital, L.P.
N/A—4,120-4,120-100%$278.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,942-3,942-100%$266.6K———
Silvercrest Asset Management Group LLC
N/A—3,910-3,910-100%$264.4K———
Ameritas Advisory Services, LLC
N/A—3,823-3,823-100%$258.5K———
Clark Capital Management Group, Inc.
N/A—3,817-3,817-100%$258.1K———
Arax Advisory Partners
N/A—3,730-3,730-100%$252.3K———
Allworth Financial LP
N/A—3,674-3,674-100%$248.5K———
Merit Financial Group, LLC
N/A—3,594-3,594-100%$243.0K———
Evercore Wealth Management, LLC
N/A—3,401-3,401-100%$230.0K———
Cardiff Park Advisors, LLC
N/A—3,400-3,400-100%$229.9K———
Castle Wealth Management LLC
N/A—3,350-3,350-100%$226.6K———
AQR Capital Management LLC
N/A—3,209-3,209-100%$217.0K———
Argent Advisors, Inc.
N/A—3,200-3,200-100%$216.4K———
Westshore Wealth, LLC
N/A—3,174-3,174-100%$214.7K———
Charles Schwab Investment Management Inc
N/A—3,166-3,166-100%$214.1K———
Note Advisors, LLC
N/A—3,079-3,079-100%$208.2K———
Cahill Financial Advisors Inc
N/A—3,046-3,046-100%$206.0K———
Partners in Financial Planning
N/A—3,046-3,046-100%$206.0K———
Blair William & Co
N/A—3,026-3,026-100%$204.6K———
IHT Wealth Management, LLC
N/A—3,021-3,021-100%$204.3K———
Global Retirement Partners, LLC
N/A—2,873-2,873-100%$194.3K———
Geneos Wealth Management Inc.
N/A—2,826-2,826-100%$191.1K———
Continuum Advisory, LLC
N/A—2,369-2,369-100%$160.2K———
O'shaughnessy Asset Management, LLC
N/A—2,014-2,014-100%$136.2K———
Franklin Resources Inc
N/A—2,000-2,000-100%$135.3K———
Strategic Wealth Advisors LLC
N/A—1,826-1,826-100%$108———
Johnson Financial Group, Inc.
N/A—1,738-1,738-100%$117.5K———
N.E.W. Advisory Services LLC
N/A—1,592-1,592-100%$107.7K———
Cordant, Inc.
N/A—1,553-1,553-100%$105.0K———
Bessemer Group Inc
N/A—1,500-1,500-100%$102.0K———
BFC Planning, Inc.
N/A—1,488-1,488-100%$100.6K———
BlackRock, Inc.
N/A—1,452-1,452-100%$98.2K———
CVA Family Office, LLC
N/A—1,357-1,357-100%$91.8K———
Smartleaf Asset Management LLC
N/A—1,234-1,234-100%$85.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,185-1,185-100%$80.1K———
Harbour Investments, Inc.
N/A—1,185-1,185-100%$80.2K———
Founders Financial Alliance, LLC
N/A—1,098-1,098-100%$74.2K———
Whittier Trust Co
N/A—1,048-1,048-100%$71.3K———
JDM Financial Group LLC
N/A—980-980-100%$66.3K———
Qube Research & Technologies Ltd
N/A—850-850-100%$57.5K———
Bank of the Bluegrass & Trust Co.
N/A—842-842-100%$53.0K———
Millstone Evans Group, LLC
N/A—520-520-100%$35.2K———
CNB Bank
N/A—500-500-100%$33.8K———
HM Payson & Co
N/A—450-450-100%$30.4K———
Dunhill Financial, LLC
N/A—407-407-100%$27.6K———
Federation des caisses Desjardins du Quebec
N/A—399-399-100%$27.0K———
Ancora Advisors LLCA
N/A—352-352-100%$23.8K———
SHP Wealth Management
N/A—335-335-100%$22.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—330-330-100%$22.3K———
Waverly Advisors, LLC
N/A—322-322-100%$21.8K———
Cohen & Steers, Inc.
N/A—318-318-100%$22———
Howe & Rusling Inc
N/A—300-300-100%$20.3K———
Anchor Investment Management, LLC
N/A—298-298-100%$20.1K———
Ameriflex Group, Inc.
N/A—298-298-100%$20.1K———
Caldwell Sutter Capital, Inc.
N/A—290-290-100%$19.6K———
National Bank of Canada
N/A—260-260-100%$17.6K———
Motco
N/A—245-245-100%$16.6K———
Institute for Wealth Management, Llc.
N/A—213-213-100%$14.4K———
TD Capital Management LLC
N/A—204-204-100%$13.8K———
Napier Financial, LLC
N/A—200-200-100%$13.5K———
Rialto Wealth Management, LLC
N/A—189-189-100%$12.8K———
HHM Wealth Advisors, LLC
N/A—182-182-100%$12.3K———
Front Row Advisors LLC
N/A—144-144-100%$9.7K———
Russell Investments Group, Ltd.
N/A—133-133-100%$9.0K———
Whittier Trust Co of Nevada Inc
N/A—132-132-100%$9.1K———
C M Bidwell & Associates LTD
N/A—102-102-100%$6.9K———
Pinney & Scofield, Inc.
N/A—78-78-100%$5.3K———
Hantz Financial Services, Inc.
N/A—64-64-100%$4———
Strategic Wealth Partners, Ltd.
N/A—50-50-100%$3.4K———
Sankala Group LLC
N/A—29-29-100%$2.0K———
Strive Financial Group,LLC
N/A—26-26-100%$1.8K———
Clearstead Advisors, LLC
N/A—23-23-100%$1.6K———
Broadwater Capital Management LLC
N/A—20-20-100%$1.4K———
Chelsea Counsel Co
N/A—16-16-100%$1.1K———
Bank of Montreal
N/A—3-3-100%$203———
Frazier Financial Advisors, LLC
N/A—2-2-100%$148———
Showing 392 of 392 institutions