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Ishares Global 100 ETF (IOO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares376,725 from 408,367
Change-31,642 (-8%)
Value$54.3M (-$1.5M)
Filed 2026-10-21
Amplius Wealth Advisors, LLC
DECREASED
Shares298,796 from 305,892
Change-7,096 (-2%)
Value$43.0M (+$1.2M)
Filed 2026-10-20
Twelve Points Wealth Management LLC
INCREASED
Shares268,113 from 237,840
Change+30,273 (+13%)
Value$37.8M (+$5.3M)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares236,603 from 246,365
Change-9,762 (-4%)
Value$34.1M (+$419.7K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares168,062 from 158,522
Change+9,540 (+6%)
Value$24.2M (+$2.5M)
Filed 2026-11-04
Asset Allocation Strategies LLC
INCREASED
Shares147,621 from 146,999
Change+622 (+0%)
Value$21.3M (+$1.2M)
Filed 2026-10-20
Bluesphere Advisors LLC
DECREASED
Shares132,690 from 132,983
Change-293 (0%)
Value$19.1M (+$943.2K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares130,371 from 10,652
Change+119,719 (+1124%)
Value$18.8M (+$17.3M)
Filed 2026-11-03
Green Ridge Wealth Planning LLC
INCREASED
Shares109,469 from 93,076
Change+16,393 (+18%)
Value$15.8M (+$3.1M)
Filed 2026-10-08
Flagship Private Wealth, LLC
DECREASED
Shares108,354 from 108,754
Change-400 (0%)
Value$15.6M (+$748.3K)
Filed 2026-11-05
Hudock, Inc.
INCREASED
Shares107,690 from 106,044
Change+1,646 (+2%)
Value$15.5M (+$1.0M)
Filed 2026-10-14
Certified Advisory Corp
INCREASED
Shares105,272 from 103,359
Change+1,913 (+2%)
Value$15.2M (+$1.0M)
Filed 2026-10-29
Annex Advisory Services, LLC
DECREASED
Shares102,435 from 115,451
Change-13,016 (-11%)
Value$14.8M (-$1.0M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares91,845 from 141,263
Change-49,418 (-35%)
Value$13.2M (-$6.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares85,831 from 84,410
Change+1,421 (+2%)
Value$12.4K (-$11.5M)
Filed 2026-11-02
Perryman Financial Advisory Inc
INCREASED
Shares74,107 from 71,515
Change+2,592 (+4%)
Value$10.7M (+$903.3K)
Filed 2026-10-16
Old National Bancorp
DECREASED
Shares62,122 from 66,599
Change-4,477 (-7%)
Value$8.9M (-$151.2K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares57,833 from 55,030
Change+2,803 (+5%)
Value$8.3M (+$811.5K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares56,771 from 58,948
Change-2,177 (-4%)
Value$8.2M (+$123.4K)
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares51,317 from 52,921
Change-1,604 (-3%)
Value$7.4M (+$161.2K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares50,760 from 53,355
Change-2,595 (-5%)
Value$7.3M (+$21.7K)
Filed 2026-11-02
180 Wealth Advisors, LLC
INCREASED
Shares50,568 from 49,920
Change+648 (+1%)
Value$7.3M (+$463.2K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
DECREASED
Shares50,135 from 50,488
Change-353 (-1%)
Value$7.2K (+$323)
Filed 2026-10-27
Whelan Financial
INCREASED
Shares49,579 from 48,575
Change+1,004 (+2%)
Value$7.1M (+$504.5K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares45,804 from 46,549
Change-745 (-2%)
Value$6.6M (+$237.6K)
Filed 2026-10-23
Gallagher Capital Advisors, LLC
DECREASED
Shares42,892 from 43,252
Change-360 (-1%)
Value$6.2M (+$268.7K)
Filed 2026-10-09
Fagan Associates, Inc.
DECREASED
Shares38,425 from 39,372
Change-947 (-2%)
Value$5.5M (+$155.4K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares37,718 from 36,048
Change+1,670 (+5%)
Value$5.3M (+$389.5K)
Filed 2026-11-04
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares37,017 from 33,254
Change+3,763 (+11%)
Value$5.3M (+$788.3K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares36,332 from 36,732
Change-400 (-1%)
Value$5.2M (+$214.6K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares35,770 from 40,736
Change-4,966 (-12%)
Value$5.2M (-$413.2K)
Filed 2026-10-30
Legacy CG, LLC
INCREASED
Shares35,063 from 27,352
Change+7,711 (+28%)
Value$5.0M (+$1.3M)
Filed 2026-10-30
Connecticut Wealth Management, LLC
UNCHANGED
Shares31,091 from 31,091
Change0 (0%)
Value$4.5M (+$230.4K)
Filed 2026-10-13
Powell Investment Advisors, LLC
DECREASED
Shares29,300 from 29,651
Change-351 (-1%)
Value$4.2M (+$169.2K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares28,250 from 27,057
Change+1,193 (+4%)
Value$4.1M (+$371.0K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares26,443 from 25,214
Change+1,229 (+5%)
Value$3.8M (+$363.8K)
Filed 2026-11-04
R2 Capital Strategies, LLC
INCREASED
Shares22,683 from 19,546
Change+3,137 (+16%)
Value$3.3M (+$596.5K)
Filed 2026-10-15
Compass Financial Management LLC
NEW
Shares22,381
Change+22,381
Value$3.2M
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
NEW
Shares22,312
Change+22,312
Value$3.2M
Filed 2026-10-08
Focus Financial Network, Inc.
DECREASED
Shares22,273 from 23,376
Change-1,103 (-5%)
Value$3.2M (+$14.4K)
Filed 2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED
Shares21,620 from 21,225
Change+395 (+2%)
Value$3.1M (+$214.2K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares20,507 from 19,875
Change+632 (+3%)
Value$2.9M (+$238.0K)
Filed 2026-10-16
BigSur Wealth Management LLC
UNCHANGED
Shares20,076 from 20,076
Change0 (0%)
Value$2.9M (+$148.8K)
Filed 2026-10-13
Globalt Investments LLC / GA
UNCHANGED
Shares19,224 from 19,224
Change0 (0%)
Value$2.8M (+$142.5K)
Filed 2026-10-27
Curbstone Financial Management Corp
UNCHANGED
Shares19,150 from 19,150
Change0 (0%)
Value$2.8M (+$141.9K)
Filed 2026-10-21
Arcadia Investment Advisors LLC
UNCHANGED
Shares19,010 from 19,010
Change0 (0%)
Value$2.7M (+$140.9K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED
Shares17,063 from 16,548
Change+515 (+3%)
Value$2.5M (+$196.8K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares16,294 from 14,909
Change+1,385 (+9%)
Value$2.3M (+$309.9K)
Filed 2026-11-02
Avior Wealth Management, LLC
INCREASED
Shares14,178 from 12,521
Change+1,657 (+13%)
Value$2.0M (+$331.4K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares14,012 from 13,452
Change+560 (+4%)
Value$2.0M (+$154.8K)
Filed 2026-10-27
Retirement Planning Group, LLC
UNCHANGED
Shares13,949 from 13,949
Change0 (0%)
Value$2.0M (+$103.4K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares13,562 from 13,251
Change+311 (+2%)
Value$2.0M (+$143.0K)
Filed 2026-10-21
Creekside Partners
UNCHANGED
Shares13,441 from 13,441
Change0 (0%)
Value$1.9M (+$99.6K)
Filed 2026-11-04
Legacy Advisory Services, LLC
DECREASED
Shares12,564 from 23,850
Change-11,286 (-47%)
Value$1.8M (-$1.4M)
Filed 2026-10-20
Meridian Wealth Management, LLC
DECREASED
Shares12,168 from 19,928
Change-7,760 (-39%)
Value$1.8M (-$969.9K)
Filed 2026-11-05
Howard Wealth Management, LLC
DECREASED
Shares11,779 from 11,967
Change-188 (-2%)
Value$1.7M (+$61.6K)
Filed 2026-10-28
Hidden Cove Wealth Management, LLC
DECREASED
Shares11,522 from 12,348
Change-826 (-7%)
Value$1.7M (-$27.5K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
UNCHANGED
Shares11,259 from 11,259
Change0 (0%)
Value$1.6M (+$83.4K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares10,721 from 8,344
Change+2,377 (+28%)
Value$1.5M (+$404.1K)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares10,200 from 10,149
Change+51 (+1%)
Value$1.5M (+$82.5K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares10,183 from 10,713
Change-530 (-5%)
Value$1.5M (+$3.1K)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
INCREASED
Shares9,709 from 9,425
Change+284 (+3%)
Value$1.4M (+$110.7K)
Filed 2026-10-23
KCM Investment Advisors LLC
DECREASED
Shares9,684 from 9,709
Change-25 (0%)
Value$1.4M (+$68.3K)
Filed 2026-10-27
KPP Advisory Services LLC
DECREASED
Shares8,598 from 8,695
Change-97 (-1%)
Value$1.2M (+$50.5K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares8,580 from 8,481
Change+99 (+1%)
Value$1.2M (+$77.2K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares8,454 from 7,907
Change+547 (+7%)
Value$1.2M (+$137.4K)
Filed 2026-10-08
Evolution Wealth Advisors, LLC
UNCHANGED
Shares8,254 from 8,254
Change0 (0%)
Value$1.2M (+$61.2K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,782 from 7,215
Change+567 (+8%)
Value$1.1M (+$123.5K)
Filed 2026-10-13
BCS Wealth Management
UNCHANGED
Shares7,673 from 7,673
Change0 (0%)
Value$1.1M (+$56.9K)
Filed 2026-11-03
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares7,523 from 6,952
Change+571 (+8%)
Value$1.1M (+$133.8K)
Filed 2026-10-29
Independent Wealth Advisors LLC
DECREASED
Shares7,381 from 7,696
Change-315 (-4%)
Value$1.1M (+$11.7K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares7,183 from 6,950
Change+233 (+3%)
Value$1.0M (+$85.1K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares7,023 from 6,106
Change+917 (+15%)
Value$1.0M (+$177.2K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares6,971 from 6,954
Change+17 (+0%)
Value$1.0M (+$54.0K)
Filed 2026-11-05
Founders Financial Securities LLC
NEW
Shares6,872
Change+6,872
Value$989.6K
Filed 2026-10-28
Legacy Financial Strategies, LLC
UNCHANGED
Shares6,203 from 6,203
Change0 (0%)
Value$893.3K (+$46.0K)
Filed 2026-10-15
Wedbush Securities Inc
INCREASED
Shares6,178 from 6,008
Change+170 (+3%)
Value$890 (-$820.1K)
Filed 2026-10-22
HBW Advisory Services LLC
DECREASED
Shares5,970 from 6,067
Change-97 (-2%)
Value$859.8K (+$31.0K)
Filed 2026-10-15
Ifrah Financial Services, Inc.
DECREASED
Shares5,710 from 5,888
Change-178 (-3%)
Value$822.2K (+$18.0K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares5,565 from 6,159
Change-594 (-10%)
Value$801.4K (-$39.9K)
Filed 2026-10-09
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares5,157 from 5,157
Change0 (0%)
Value$742.7K (+$38.2K)
Filed 2026-11-05
Weaver Consulting Group
UNCHANGED
Shares5,014 from 5,014
Change0 (0%)
Value$722.1K (+$37.2K)
Filed 2026-10-07
Mlp3, LLC
UNCHANGED
Shares4,992 from 4,992
Change0 (0%)
Value$718.9K (+$37.0K)
Filed 2026-10-22
Avaii Wealth Management, LLC
UNCHANGED
Shares4,968 from 4,968
Change0 (0%)
Value$719.6K (+$40.9K)
Filed 2026-10-09
Unique Wealth, LLC
UNCHANGED
Shares4,695 from 4,695
Change0 (0%)
Value$676.1K (+$34.8K)
Filed 2026-10-16
Financial Council, LLC
INCREASED
Shares4,686 from 4,504
Change+182 (+4%)
Value$674.8K (+$59.6K)
Filed 2026-11-02
Cambridge Financial Group, LLC
UNCHANGED
Shares4,640 from 4,640
Change0 (0%)
Value$633.9K ($0)
Filed 2026-10-06
Montis Financial, LLC
DECREASED
Shares4,472 from 4,478
Change-6 (0%)
Value$644.0K (+$32.3K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares4,341 from 4,340
Change+1 (+0%)
Value$625.1K (+$32.2K)
Filed 2026-11-03
Mirador Capital Partners LP
DECREASED
Shares4,322 from 4,351
Change-29 (-1%)
Value$622.4K (+$28.1K)
Filed 2026-10-09
Secure Asset Management, LLC
DECREASED
Shares4,242 from 4,278
Change-36 (-1%)
Value$610.8K (+$26.5K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares3,912 from 3,912
Change0 (0%)
Value$563.4K (+$29.0K)
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$561.6K (+$28.9K)
Filed 2026-10-14
Aprio Wealth Management, LLC
UNCHANGED
Shares3,890 from 3,890
Change0 (0%)
Value$560.2K (+$28.8K)
Filed 2026-10-28
Algorithmic Investment Models, LLC
DECREASED
Shares3,889 from 4,303
Change-414 (-10%)
Value$560.1K (-$27.7K)
Filed 2026-11-04
NTV Asset Management LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$551.6K (+$28.4K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares3,666 from 3,580
Change+86 (+2%)
Value$527.9K (+$38.9K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares3,626 from 3,520
Change+106 (+3%)
Value$522.1K (+$41.3K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
DECREASED
Shares3,602 from 3,785
Change-183 (-5%)
Value$518.7K (+$1.7K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares3,567 from 3,951
Change-384 (-10%)
Value$513.7K (-$26.0K)
Filed 2026-10-28
Stronghold Wealth Management L.L.C.
DECREASED
Shares3,551 from 3,594
Change-43 (-1%)
Value$511.4K (+$20.4K)
Filed 2026-10-16
Klingman & Associates, LLC
UNCHANGED
Shares3,475 from 3,475
Change0 (0%)
Value$500.4K (+$25.8K)
Filed 2026-10-20
CIBC Asset Management Inc
UNCHANGED
Shares3,464 from 3,464
Change0 (0%)
Value$498.9K (+$25.7K)
Filed 2026-11-05
LongView Wealth Management
UNCHANGED
Shares3,394 from 3,394
Change0 (0%)
Value$488.7K (+$25.1K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
INCREASED
Shares3,323 from 2,808
Change+515 (+18%)
Value$482.2K (+$102.0K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$473.8K (+$24.4K)
Filed 2026-11-05
Palisade Asset Management, LLC
UNCHANGED
Shares3,220 from 3,220
Change0 (0%)
Value$463.7K (+$23.9K)
Filed 2026-11-03
SkyOak Wealth, LLC
UNCHANGED
Shares3,123 from 3,123
Change0 (0%)
Value$449.7K (+$23.1K)
Filed 2026-10-28
Atala Financial Inc
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$449.0K (+$23.1K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares3,003 from 4,830
Change-1,827 (-38%)
Value$432.5K (-$227.3K)
Filed 2026-10-16
BAR Harbor Wealth Management
UNCHANGED
Shares2,973 from 2,973
Change0 (0%)
Value$428.1K (+$22.0K)
Filed 2026-10-21
First Community Trust NA
DECREASED
Shares2,854 from 4,204
Change-1,350 (-32%)
Value$411.0K (-$163.3K)
Filed 2026-10-07
Rockland Trust Co
UNCHANGED
Shares2,815 from 2,815
Change0 (0%)
Value$405.4K (+$20.9K)
Filed 2026-10-05
Cape Investment Advisory, Inc.
DECREASED
Shares2,781 from 3,056
Change-275 (-9%)
Value$400.5K (-$17.0K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares2,739 from 2,570
Change+169 (+7%)
Value$394.4K (+$43.4K)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$393.1K (+$20.2K)
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares2,693 from 2,676
Change+17 (+1%)
Value$390.2K (+$22.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares2,693 from 2,676
Change+17 (+1%)
Value$390.2K (+$22.3K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares2,652 from 2,652
Change0 (0%)
Value$381.9K (+$19.7K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
INCREASED
Shares2,632 from 2,557
Change+75 (+3%)
Value$379.0K (+$29.7K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares2,608 from 2,808
Change-200 (-7%)
Value$375.6K (-$8.0K)
Filed 2026-10-23
RiverTree Advisors, LLC
UNCHANGED
Shares2,598 from 2,598
Change0 (0%)
Value$374.1K (+$19.3K)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares2,537 from 2,583
Change-46 (-2%)
Value$364.6K (+$11.7K)
Filed 2026-10-20
Waystone Advisors LLC
DECREASED
Shares2,519 from 2,570
Change-51 (-2%)
Value$344.1K (-$7.0K)
Filed 2026-10-16
Future Financial Wealth Managment LLC
UNCHANGED
Shares2,452 from 2,452
Change0 (0%)
Value$353.1K (+$16.9K)
Filed 2026-10-15
Ignite Planners, LLC
DECREASED
Shares2,405 from 2,751
Change-346 (-13%)
Value$346.3K (-$29.4K)
Filed 2026-10-14
Montag A & Associates Inc
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$345.6K (+$17.8K)
Filed 2026-10-29
Bill Few Associates, Inc.
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$342.7K (+$17.6K)
Filed 2026-10-09
Integrity Wealth Partners, LLC
NEW
Shares2,258
Change+2,258
Value$325.2K
Filed 2026-10-14
Joel Isaacson & Co., LLC
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$322.9K (+$16.6K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
UNCHANGED
Shares2,233 from 2,233
Change0 (0%)
Value$321.6K (+$16.5K)
Filed 2026-10-19
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,185 from 2,185
Change0 (0%)
Value$314.7K (+$16.2K)
Filed 2026-10-15
Ascent Group, LLC
DECREASED
Shares2,181 from 2,882
Change-701 (-24%)
Value$314.1K (-$79.6K)
Filed 2026-10-30
Willow Creek Wealth Management Inc.
UNCHANGED
Shares2,112 from 2,112
Change0 (0%)
Value$304.1K (+$15.7K)
Filed 2026-10-26
Americana Partners, LLC
INCREASED
Shares2,095 from 2,094
Change+1 (+0%)
Value$301.7K (+$15.5K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares2,082 from 2,082
Change0 (0%)
Value$299.8K (+$15.4K)
Filed 2026-10-23
TritonPoint Partners, LLC
DECREASED
Shares2,075 from 2,233
Change-158 (-7%)
Value$298.8K (-$6.2K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
DECREASED
Shares2,068 from 2,112
Change-44 (-2%)
Value$297.8K (+$42.3K)
Filed 2026-10-13
Breakwater Investment Management
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$286.6K (+$14.7K)
Filed 2026-10-20
Affiance Financial, LLC
UNCHANGED
Shares1,929 from 1,929
Change0 (0%)
Value$277.8K (+$14.3K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
DECREASED
Shares1,927 from 1,971
Change-44 (-2%)
Value$277.6K (+$8.3K)
Filed 2026-10-15
Carnegie Investment Counsel
UNCHANGED
Shares1,855 from 1,855
Change0 (0%)
Value$267.1K (+$13.7K)
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares1,776 from 1,790
Change-14 (-1%)
Value$255.8K (+$11.2K)
Filed 2026-10-22
Cpwa, LLC
DECREASED
Shares1,704 from 1,714
Change-10 (-1%)
Value$248.7K (+$14.5K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$243.1K (+$12.5K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares1,650 from 4,188
Change-2,538 (-61%)
Value$237.6K (-$334.5K)
Filed 2026-10-13
VestGen Advisors, LLC
NEW
Shares1,608
Change+1,608
Value$231.6K
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares1,592 from 3,558
Change-1,966 (-55%)
Value$229.3K (-$256.8K)
Filed 2026-10-23
Basso Capital Management, L.P.
NEW
Shares1,584
Change+1,584
Value$228.1K
Filed 2026-10-30
Traynor Capital Management, Inc.
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$226.3K (+$11.6K)
Filed 2026-10-29
Naples Global Advisors, LLC
NEW
Shares1,523
Change+1,523
Value$219.3K
Filed 2026-11-05
Signal Advisors Wealth, LLC
NEW
Shares1,502
Change+1,502
Value$216.3K
Filed 2026-10-13
Tsfg, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$216 (-$204.8K)
Filed 2026-10-23
Madson Wealth Advisors Inc
UNCHANGED
Shares1,488 from 1,488
Change0 (0%)
Value$214.2K (+$11.0K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
NEW
Shares1,487
Change+1,487
Value$214.1K
Filed 2026-10-22
RDA Financial Network
NEW
Shares1,454
Change+1,454
Value$209.4K
Filed 2026-10-15
Eubel Brady & Suttman Asset Management Inc
NEW
Shares1,421
Change+1,421
Value$205.0K
Filed 2026-11-04
Walker Financial Services, Inc.
NEW
Shares1,417
Change+1,417
Value$204.1K
Filed 2026-10-26
Colton Groome Financial Advisors, LLC
NEW
Shares1,400
Change+1,400
Value$201.6K
Filed 2026-10-06
Wealthcare Advisory Partners LLC
NEW
Shares1,391
Change+1,391
Value$200.4K
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$187.2K (+$9.6K)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$184.0K (+$9.5K)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$181.5K (+$9.3K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares1,259 from 1,259
Change0 (0%)
Value$181.3K (+$9.3K)
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares1,124 from 1,311
Change-187 (-14%)
Value$162.0K (-$17.2K)
Filed 2026-11-02
High Note Wealth, LLC
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$157.0K (+$8.1K)
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$154.1K (+$7.9K)
Filed 2026-11-03
Pillar Financial Advisors, LLC
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$121.7K (+$6.3K)
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$115.2K (+$5.9K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares743
Change+743
Value$107.0K
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$101.4K (+$5.2K)
Filed 2026-10-05
West Paces Advisors Inc.
DECREASED
Shares675 from 1,375
Change-700 (-51%)
Value$97.2K (-$90.6K)
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$93.8K (+$4.8K)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares570
Change+570
Value$82.1K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares443
Change+443
Value$63.8K
Filed 2026-10-27
Center for Financial Planning, Inc.
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$58.2K (+$3.0K)
Filed 2026-10-26
Rossmore Private Capital
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$57.6K (+$3.0K)
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$55.6K (+$2.9K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$50.8K (+$2.6K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares332 from 300
Change+32 (+11%)
Value$47.8K (+$6.8K)
Filed 2026-10-08
Richardson Capital Management LLC
INCREASED
Shares299 from 290
Change+9 (+3%)
Value$43.0K (+$3.4K)
Filed 2026-10-23
Trust Co
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$41.2K (+$2.1K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$40.6K (+$2.1K)
Filed 2026-10-30
Olistico Wealth, LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$39.7K (+$2.0K)
Filed 2026-10-05
Financial Consulate, Inc
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$39.6K (+$2.0K)
Filed 2026-10-23
DT Investment Partners, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$38.3K (+$2.0K)
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares190
Change+190
Value$27.4K
Filed 2026-10-14
Jnba Financial Advisors
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$25.6K (+$1.3K)
Filed 2026-11-03
Independence Bank of Kentucky
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$13.0K (+$667)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$11.5K (+$593)
Filed 2026-10-06
Highline Wealth Partners LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$8.1K (+$415)
Filed 2026-10-19
Armstrong Advisory Group, Inc
NEW
Shares52
Change+52
Value$7.5K
Filed 2026-10-09
Main Street Group, LTD
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$7.5K (+$384)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$7.3K (+$379)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares42
Change+42
Value$6.0K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.8K (+$296)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares25
Change+25
Value$3.6K
Filed 2026-10-21
NBH Bank
NEW
Shares23
Change+23
Value$3.3K
Filed 2026-11-05
Burkett Financial Services, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.3K (+$171)
Filed 2026-10-01
Bangor Savings Bank
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.4K (+$126)
Filed 2026-10-06
CrossGen Wealth, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.3K (+$118)
Filed 2026-10-30
Decker Retirement Planning Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.3K (+$118)
Filed 2026-10-19
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 7,649
Change-7,649 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 3,676
Change-3,676 (-100%)
Value$0 (-$502.1K)
Filed 2026-10-16
Sierra Ocean, LLC
CLOSED
Shares0 from 2,386
Change-2,386 (-100%)
Value$0 (-$325.9K)
Filed 2026-11-03
Eddie Patel Inc
CLOSED
Shares0 from 2,151
Change-2,151 (-100%)
Value$0 (-$293.9K)
Filed 2026-11-02
Catalyst Investment Management LLC
CLOSED
Shares0 from 1,704
Change-1,704 (-100%)
Value$0 (-$232.8K)
Filed 2026-10-21
Avestar Capital, LLC
CLOSED
Shares0 from 1,532
Change-1,532 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$191.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 745
Change-745 (-100%)
Value$0 (-$101.8K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$38.8K)
Filed 2026-11-02
BlackRock, Inc.
N/A
Shares— from 28,718,562
Change-28,718,562 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,809,336
Change-2,809,336 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,261,279
Change-1,261,279 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,150,470
Change-1,150,470 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,135,955
Change-1,135,955 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 659,212
Change-659,212 (-100%)
Value—
Stephens Inc
N/A
Shares— from 604,847
Change-604,847 (-100%)
Value—
UBS Group AG
N/A
Shares— from 438,040
Change-438,040 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 416,132
Change-416,132 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 344,984
Change-344,984 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 338,608
Change-338,608 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 297,859
Change-297,859 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 260,139
Change-260,139 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 244,770
Change-244,770 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 207,851
Change-207,851 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 189,696
Change-189,696 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 162,393
Change-162,393 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 161,522
Change-161,522 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 160,624
Change-160,624 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 148,109
Change-148,109 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 143,237
Change-143,237 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 123,827
Change-123,827 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 122,176
Change-122,176 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 113,209
Change-113,209 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 100,391
Change-100,391 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 93,740
Change-93,740 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 91,741
Change-91,741 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 86,375
Change-86,375 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 72,583
Change-72,583 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 69,290
Change-69,290 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 65,482
Change-65,482 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 61,661
Change-61,661 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 59,564
Change-59,564 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 57,950
Change-57,950 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 57,553
Change-57,553 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 45,850
Change-45,850 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 44,555
Change-44,555 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 43,018
Change-43,018 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 41,610
Change-41,610 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 41,458
Change-41,458 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 40,554
Change-40,554 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 38,193
Change-38,193 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 36,835
Change-36,835 (-100%)
Value—
Blair William & Co
N/A
Shares— from 36,127
Change-36,127 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 35,021
Change-35,021 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 34,808
Change-34,808 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 34,717
Change-34,717 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,086
Change-33,086 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 31,630
Change-31,630 (-100%)
Value—
FMR LLC
N/A
Shares— from 31,316
Change-31,316 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 29,126
Change-29,126 (-100%)
Value—
Capital International Investors
N/A
Shares— from 28,267
Change-28,267 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,646
Change-27,646 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 26,100
Change-26,100 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 25,783
Change-25,783 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 25,731
Change-25,731 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 25,145
Change-25,145 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,895
Change-24,895 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,427
Change-24,427 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,747
Change-20,747 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,407
Change-18,407 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 16,282
Change-16,282 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,780
Change-15,780 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 15,403
Change-15,403 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 15,132
Change-15,132 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 13,675
Change-13,675 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 12,998
Change-12,998 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,408
Change-12,408 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,159
Change-12,159 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,356
Change-11,356 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 10,344
Change-10,344 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,188
Change-10,188 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,124
Change-10,124 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,779
Change-9,779 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,077
Change-9,077 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 8,723
Change-8,723 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
&partners
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 764
Change-764 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 554
Change-554 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 477
Change-477 (-100%)
Value—
EFG International AG
N/A
Shares— from 450
Change-450 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 446
Change-446 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 444
Change-444 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 420
Change-420 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 392
Change-392 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 285
Change-285 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 280
Change-280 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 252
Change-252 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 161
Change-161 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 140
Change-140 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 88
Change-88 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
DECREASED376,725408,367-31,642-8%$55.8M$54.3M-$1.5M2026-10-21
Amplius Wealth Advisors, LLC
DECREASED298,796305,892-7,096-2%$41.8M$43.0M+$1.2M2026-10-20
Twelve Points Wealth Management LLC
INCREASED268,113237,840+30,273+13%$32.5M$37.8M+$5.3M2026-11-03
Mather Group, Llc.
DECREASED236,603246,365-9,762-4%$33.7M$34.1M+$419.7K2026-10-14
Citigroup Inc
INCREASED168,062158,522+9,540+6%$21.7M$24.2M+$2.5M2026-11-04
Asset Allocation Strategies LLC
INCREASED147,621146,999+622+0%$20.1M$21.3M+$1.2M2026-10-20
Bluesphere Advisors LLC
DECREASED132,690132,983-2930%$18.2M$19.1M+$943.2K2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED130,37110,652+119,719+1124%$1.5M$18.8M+$17.3M2026-11-03
Green Ridge Wealth Planning LLC
INCREASED109,46993,076+16,393+18%$12.7M$15.8M+$3.1M2026-10-08
Flagship Private Wealth, LLC
DECREASED108,354108,754-4000%$14.9M$15.6M+$748.3K2026-11-05
Hudock, Inc.
INCREASED107,690106,044+1,646+2%$14.5M$15.5M+$1.0M2026-10-14
Certified Advisory Corp
INCREASED105,272103,359+1,913+2%$14.1M$15.2M+$1.0M2026-10-29
Annex Advisory Services, LLC
DECREASED102,435115,451-13,016-11%$15.8M$14.8M-$1.0M2026-10-16
Commonwealth Equity Services, LLC
DECREASED91,845141,263-49,418-35%$19.3M$13.2M-$6.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED85,83184,410+1,421+2%$11.5M$12.4K-$11.5M2026-11-02
Perryman Financial Advisory Inc
INCREASED74,10771,515+2,592+4%$9.8M$10.7M+$903.3K2026-10-16
Old National Bancorp
DECREASED62,12266,599-4,477-7%$9.1M$8.9M-$151.2K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED57,83355,030+2,803+5%$7.5M$8.3M+$811.5K2026-10-13
Sigma Planning Corp
DECREASED56,77158,948-2,177-4%$8.1M$8.2M+$123.4K2026-10-23
Nfsg Corp
DECREASED51,31752,921-1,604-3%$7.2M$7.4M+$161.2K2026-10-15
Kestra Advisory Services, LLC
DECREASED50,76053,355-2,595-5%$7.3M$7.3M+$21.7K2026-11-02
180 Wealth Advisors, LLC
INCREASED50,56849,920+648+1%$6.8M$7.3M+$463.2K2026-11-03
Capital Advisors, Ltd. LLC
DECREASED50,13550,488-353-1%$6.9K$7.2K+$3232026-10-27
Whelan Financial
INCREASED49,57948,575+1,004+2%$6.6M$7.1M+$504.5K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED45,80446,549-745-2%$6.4M$6.6M+$237.6K2026-10-23
Gallagher Capital Advisors, LLC
DECREASED42,89243,252-360-1%$5.9M$6.2M+$268.7K2026-10-09
Fagan Associates, Inc.
DECREASED38,42539,372-947-2%$5.4M$5.5M+$155.4K2026-10-13
Prospera Financial Services Inc
INCREASED37,71836,048+1,670+5%$4.9M$5.3M+$389.5K2026-11-04
Christensen, King & Associates Investment Services, Inc.
INCREASED37,01733,254+3,763+11%$4.5M$5.3M+$788.3K2026-10-22
Perigon Wealth Management, LLC
DECREASED36,33236,732-400-1%$5.0M$5.2M+$214.6K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED35,77040,736-4,966-12%$5.6M$5.2M-$413.2K2026-10-30
Legacy CG, LLC
INCREASED35,06327,352+7,711+28%$3.7M$5.0M+$1.3M2026-10-30
Connecticut Wealth Management, LLC
UNCHANGED31,09131,09100%$4.2M$4.5M+$230.4K2026-10-13
Powell Investment Advisors, LLC
DECREASED29,30029,651-351-1%$4.1M$4.2M+$169.2K2026-10-22
US Bancorp \de\
INCREASED28,25027,057+1,193+4%$3.7M$4.1M+$371.0K2026-11-05
Creative Financial Designs Inc
INCREASED26,44325,214+1,229+5%$3.4M$3.8M+$363.8K2026-11-04
R2 Capital Strategies, LLC
INCREASED22,68319,546+3,137+16%$2.7M$3.3M+$596.5K2026-10-15
Compass Financial Management LLC
NEW22,381—+22,381——$3.2M—2026-10-30
Avidian Wealth Enterprises, LLC
NEW22,312—+22,312——$3.2M—2026-10-08
Focus Financial Network, Inc.
DECREASED22,27323,376-1,103-5%$3.2M$3.2M+$14.4K2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED21,62021,225+395+2%$2.9M$3.1M+$214.2K2026-10-28
TD Waterhouse Canada Inc.
INCREASED20,50719,875+632+3%$2.7M$2.9M+$238.0K2026-10-16
BigSur Wealth Management LLC
UNCHANGED20,07620,07600%$2.7M$2.9M+$148.8K2026-10-13
Globalt Investments LLC / GA
UNCHANGED19,22419,22400%$2.6M$2.8M+$142.5K2026-10-27
Curbstone Financial Management Corp
UNCHANGED19,15019,15000%$2.6M$2.8M+$141.9K2026-10-21
Arcadia Investment Advisors LLC
UNCHANGED19,01019,01000%$2.6M$2.7M+$140.9K2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED17,06316,548+515+3%$2.3M$2.5M+$196.8K2026-10-16
Creative Planning
INCREASED16,29414,909+1,385+9%$2.0M$2.3M+$309.9K2026-11-02
Avior Wealth Management, LLC
INCREASED14,17812,521+1,657+13%$1.7M$2.0M+$331.4K2026-10-13
Chicago Partners Investment Group LLC
INCREASED14,01213,452+560+4%$1.8M$2.0M+$154.8K2026-10-27
Retirement Planning Group, LLC
UNCHANGED13,94913,94900%$1.9M$2.0M+$103.4K2026-10-19
Fifth Third Securities, Inc.
INCREASED13,56213,251+311+2%$1.8M$2.0M+$143.0K2026-10-21
Creekside Partners
UNCHANGED13,44113,44100%$1.8M$1.9M+$99.6K2026-11-04
Legacy Advisory Services, LLC
DECREASED12,56423,850-11,286-47%$3.3M$1.8M-$1.4M2026-10-20
Meridian Wealth Management, LLC
DECREASED12,16819,928-7,760-39%$2.7M$1.8M-$969.9K2026-11-05
Howard Wealth Management, LLC
DECREASED11,77911,967-188-2%$1.6M$1.7M+$61.6K2026-10-28
Hidden Cove Wealth Management, LLC
DECREASED11,52212,348-826-7%$1.7M$1.7M-$27.5K2026-10-19
Flagship Harbor Advisors, LLC
UNCHANGED11,25911,25900%$1.5M$1.6M+$83.4K2026-10-26
RFG Advisory, LLC
INCREASED10,7218,344+2,377+28%$1.1M$1.5M+$404.1K2026-11-03
Oppenheimer & Co Inc
INCREASED10,20010,149+51+1%$1.4M$1.5M+$82.5K2026-10-26
Visionary Wealth Advisors
DECREASED10,18310,713-530-5%$1.5M$1.5M+$3.1K2026-11-04
Bright Futures Wealth Management, Llc.
INCREASED9,7099,425+284+3%$1.3M$1.4M+$110.7K2026-10-23
KCM Investment Advisors LLC
DECREASED9,6849,709-250%$1.3M$1.4M+$68.3K2026-10-27
KPP Advisory Services LLC
DECREASED8,5988,695-97-1%$1.2M$1.2M+$50.5K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED8,5808,481+99+1%$1.2M$1.2M+$77.2K2026-10-22
First Heartland Consultants, Inc.
INCREASED8,4547,907+547+7%$1.1M$1.2M+$137.4K2026-10-08
Evolution Wealth Advisors, LLC
UNCHANGED8,2548,25400%$1.1M$1.2M+$61.2K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED7,7827,215+567+8%$1.0M$1.1M+$123.5K2026-10-13
BCS Wealth Management
UNCHANGED7,6737,67300%$1.0M$1.1M+$56.9K2026-11-03
Walled Lake Planning & Wealth Management, LLC
INCREASED7,5236,952+571+8%$949.7K$1.1M+$133.8K2026-10-29
Independent Wealth Advisors LLC
DECREASED7,3817,696-315-4%$1.1M$1.1M+$11.7K2026-10-27
Truist Financial Corp
INCREASED7,1836,950+233+3%$949.4K$1.0M+$85.1K2026-10-30
Independent Financial Group, LLC
INCREASED7,0236,106+917+15%$834.1K$1.0M+$177.2K2026-10-13
Fifth Third Bancorp
INCREASED6,9716,954+17+0%$949.9K$1.0M+$54.0K2026-11-05
Founders Financial Securities LLC
NEW6,872—+6,872——$989.6K—2026-10-28
Legacy Financial Strategies, LLC
UNCHANGED6,2036,20300%$847.3K$893.3K+$46.0K2026-10-15
Wedbush Securities Inc
INCREASED6,1786,008+170+3%$821.0K$890-$820.1K2026-10-22
HBW Advisory Services LLC
DECREASED5,9706,067-97-2%$828.8K$859.8K+$31.0K2026-10-15
Ifrah Financial Services, Inc.
DECREASED5,7105,888-178-3%$804.3K$822.2K+$18.0K2026-10-13
Balefire, LLC
DECREASED5,5656,159-594-10%$841.3K$801.4K-$39.9K2026-10-09
MidAtlantic Capital Management, Inc.
UNCHANGED5,1575,15700%$704.4K$742.7K+$38.2K2026-11-05
Weaver Consulting Group
UNCHANGED5,0145,01400%$684.9K$722.1K+$37.2K2026-10-07
Mlp3, LLC
UNCHANGED4,9924,99200%$681.9K$718.9K+$37.0K2026-10-22
Avaii Wealth Management, LLC
UNCHANGED4,9684,96800%$678.6K$719.6K+$40.9K2026-10-09
Unique Wealth, LLC
UNCHANGED4,6954,69500%$641.3K$676.1K+$34.8K2026-10-16
Financial Council, LLC
INCREASED4,6864,504+182+4%$615.3K$674.8K+$59.6K2026-11-02
Cambridge Financial Group, LLC
UNCHANGED4,6404,64000%$633.9K$633.9K$02026-10-06
Montis Financial, LLC
DECREASED4,4724,478-60%$611.7K$644.0K+$32.3K2026-11-04
Parallel Advisors, LLC
INCREASED4,3414,340+1+0%$592.9K$625.1K+$32.2K2026-11-03
Mirador Capital Partners LP
DECREASED4,3224,351-29-1%$594.3K$622.4K+$28.1K2026-10-09
Secure Asset Management, LLC
DECREASED4,2424,278-36-1%$584.3K$610.8K+$26.5K2026-10-19
Nicholas Hoffman & Company, Llc.
UNCHANGED3,9123,91200%$534.4K$563.4K+$29.0K2026-10-30
Fortitude Family Office, LLC
UNCHANGED3,9003,90000%$532.7K$561.6K+$28.9K2026-10-14
Aprio Wealth Management, LLC
UNCHANGED3,8903,89000%$531.4K$560.2K+$28.8K2026-10-28
Algorithmic Investment Models, LLC
DECREASED3,8894,303-414-10%$587.8K$560.1K-$27.7K2026-11-04
NTV Asset Management LLC
UNCHANGED3,8303,83000%$523.2K$551.6K+$28.4K2026-10-23
Daymark Wealth Partners, LLC
INCREASED3,6663,580+86+2%$489.0K$527.9K+$38.9K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED3,6263,520+106+3%$480.8K$522.1K+$41.3K2026-10-16
Mascagni Wealth Management, Inc.
DECREASED3,6023,785-183-5%$517.0K$518.7K+$1.7K2026-10-23
Choreo, LLC
DECREASED3,5673,951-384-10%$539.7K$513.7K-$26.0K2026-10-28
Stronghold Wealth Management L.L.C.
DECREASED3,5513,594-43-1%$490.9K$511.4K+$20.4K2026-10-16
Klingman & Associates, LLC
UNCHANGED3,4753,47500%$474.7K$500.4K+$25.8K2026-10-20
CIBC Asset Management Inc
UNCHANGED3,4643,46400%$473.2K$498.9K+$25.7K2026-11-05
LongView Wealth Management
UNCHANGED3,3943,39400%$463.6K$488.7K+$25.1K2026-10-19
Symphony Financial, Ltd. Co.
INCREASED3,3232,808+515+18%$380.2K$482.2K+$102.0K2026-10-22
J.W. Cole Advisors, Inc.
UNCHANGED3,2903,29000%$449.4K$473.8K+$24.4K2026-11-05
Palisade Asset Management, LLC
UNCHANGED3,2203,22000%$439.9K$463.7K+$23.9K2026-11-03
SkyOak Wealth, LLC
UNCHANGED3,1233,12300%$426.6K$449.7K+$23.1K2026-10-28
Atala Financial Inc
UNCHANGED3,1183,11800%$425.9K$449.0K+$23.1K2026-10-22
IFP Advisors, Inc
DECREASED3,0034,830-1,827-38%$659.8K$432.5K-$227.3K2026-10-16
BAR Harbor Wealth Management
UNCHANGED2,9732,97300%$406.1K$428.1K+$22.0K2026-10-21
First Community Trust NA
DECREASED2,8544,204-1,350-32%$574.3K$411.0K-$163.3K2026-10-07
Rockland Trust Co
UNCHANGED2,8152,81500%$384.5K$405.4K+$20.9K2026-10-05
Cape Investment Advisory, Inc.
DECREASED2,7813,056-275-9%$417.4K$400.5K-$17.0K2026-10-13
D.A. Davidson & Co.
INCREASED2,7392,570+169+7%$351.1K$394.4K+$43.4K2026-10-28
Burke & Herbert Bank & Trust Co
UNCHANGED2,7302,73000%$372.9K$393.1K+$20.2K2026-11-02
Diversify Wealth Management, LLC
INCREASED2,6932,676+17+1%$367.9K$390.2K+$22.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED2,6932,676+17+1%$367.9K$390.2K+$22.3K2026-10-20
McKinley Carter Wealth Services, Inc.
UNCHANGED2,6522,65200%$362.3K$381.9K+$19.7K2026-10-16
Grey Ledge Advisors, LLC
INCREASED2,6322,557+75+3%$349.2K$379.0K+$29.7K2026-11-02
HB Wealth Management, LLC
DECREASED2,6082,808-200-7%$383.6K$375.6K-$8.0K2026-10-23
RiverTree Advisors, LLC
UNCHANGED2,5982,59800%$354.9K$374.1K+$19.3K2026-10-13
Revisor Wealth Management LLC
DECREASED2,5372,583-46-2%$352.8K$364.6K+$11.7K2026-10-20
Waystone Advisors LLC
DECREASED2,5192,570-51-2%$351.1K$344.1K-$7.0K2026-10-16
Future Financial Wealth Managment LLC
UNCHANGED2,4522,45200%$336.2K$353.1K+$16.9K2026-10-15
Ignite Planners, LLC
DECREASED2,4052,751-346-13%$375.8K$346.3K-$29.4K2026-10-14
Montag A & Associates Inc
UNCHANGED2,4002,40000%$327.8K$345.6K+$17.8K2026-10-29
Bill Few Associates, Inc.
UNCHANGED2,3802,38000%$325.1K$342.7K+$17.6K2026-10-09
Integrity Wealth Partners, LLC
NEW2,258—+2,258——$325.2K—2026-10-14
Joel Isaacson & Co., LLC
UNCHANGED2,2432,24300%$306.3K$322.9K+$16.6K2026-11-05
Tritonpoint Wealth, LLC
UNCHANGED2,2332,23300%$305.0K$321.6K+$16.5K2026-10-19
Guyasuta Investment Advisors Inc
UNCHANGED2,1852,18500%$298.5K$314.7K+$16.2K2026-10-15
Ascent Group, LLC
DECREASED2,1812,882-701-24%$393.7K$314.1K-$79.6K2026-10-30
Willow Creek Wealth Management Inc.
UNCHANGED2,1122,11200%$288.5K$304.1K+$15.7K2026-10-26
Americana Partners, LLC
INCREASED2,0952,094+1+0%$286.2K$301.7K+$15.5K2026-10-28
Beese Fulmer Investment Management, Inc.
UNCHANGED2,0822,08200%$284.4K$299.8K+$15.4K2026-10-23
TritonPoint Partners, LLC
DECREASED2,0752,233-158-7%$305.0K$298.8K-$6.2K2026-11-05
SAX Wealth Advisors, LLC
DECREASED2,0682,112-44-2%$255.5K$297.8K+$42.3K2026-10-13
Breakwater Investment Management
UNCHANGED1,9901,99000%$271.8K$286.6K+$14.7K2026-10-20
Affiance Financial, LLC
UNCHANGED1,9291,92900%$263.5K$277.8K+$14.3K2026-10-15
Legacy Wealth Partners, LLC
DECREASED1,9271,971-44-2%$269.3K$277.6K+$8.3K2026-10-15
Carnegie Investment Counsel
UNCHANGED1,8551,85500%$253.4K$267.1K+$13.7K2026-10-20
SBI Securities Co., Ltd.
DECREASED1,7761,790-14-1%$244.5K$255.8K+$11.2K2026-10-22
Cpwa, LLC
DECREASED1,7041,714-10-1%$234.1K$248.7K+$14.5K2026-11-04
Laurel OAK Wealth Management, LLC
UNCHANGED1,6881,68800%$230.6K$243.1K+$12.5K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED1,6504,188-2,538-61%$572.1K$237.6K-$334.5K2026-10-13
VestGen Advisors, LLC
NEW1,608—+1,608——$231.6K—2026-10-27
Sowell Financial Services LLC
DECREASED1,5923,558-1,966-55%$486.1K$229.3K-$256.8K2026-10-23
Basso Capital Management, L.P.
NEW1,584—+1,584——$228.1K—2026-10-30
Traynor Capital Management, Inc.
UNCHANGED1,5711,57100%$214.6K$226.3K+$11.6K2026-10-29
Naples Global Advisors, LLC
NEW1,523—+1,523——$219.3K—2026-11-05
Signal Advisors Wealth, LLC
NEW1,502—+1,502——$216.3K—2026-10-13
Tsfg, LLC
UNCHANGED1,5001,50000%$205.0K$216-$204.8K2026-10-23
Madson Wealth Advisors Inc
UNCHANGED1,4881,48800%$203.2K$214.2K+$11.0K2026-10-13
Beaumont Financial Advisors, LLC
NEW1,487—+1,487——$214.1K—2026-10-22
RDA Financial Network
NEW1,454—+1,454——$209.4K—2026-10-15
Eubel Brady & Suttman Asset Management Inc
NEW1,421—+1,421——$205.0K—2026-11-04
Walker Financial Services, Inc.
NEW1,417—+1,417——$204.1K—2026-10-26
Colton Groome Financial Advisors, LLC
NEW1,400—+1,400——$201.6K—2026-10-06
Wealthcare Advisory Partners LLC
NEW1,391—+1,391——$200.4K—2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED1,3001,30000%$177.6K$187.2K+$9.6K2026-10-13
Trust Co of Vermont
UNCHANGED1,2781,27800%$174.6K$184.0K+$9.5K2026-10-21
Signaturefd, LLC
UNCHANGED1,2601,26000%$172.1K$181.5K+$9.3K2026-10-23
Private Trust Co NA
UNCHANGED1,2591,25900%$172.0K$181.3K+$9.3K2026-10-20
Golden State Wealth Management, LLC
DECREASED1,1241,311-187-14%$179.2K$162.0K-$17.2K2026-11-02
High Note Wealth, LLC
UNCHANGED1,0901,09000%$148.9K$157.0K+$8.1K2026-10-27
Asset Dedication, LLC
UNCHANGED1,0701,07000%$146.2K$154.1K+$7.9K2026-11-03
Pillar Financial Advisors, LLC
UNCHANGED84584500%$115.4K$121.7K+$6.3K2026-10-21
Blue Trust, Inc.
UNCHANGED80080000%$109.3K$115.2K+$5.9K2026-10-15
Jacobi Capital Management LLC
NEW743—+743——$107.0K—2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED70470400%$96.2K$101.4K+$5.2K2026-10-05
West Paces Advisors Inc.
DECREASED6751,375-700-51%$187.8K$97.2K-$90.6K2026-10-13
AlphaCore Capital LLC
UNCHANGED65165100%$88.9K$93.8K+$4.8K2026-11-04
William Mack & Associates, Inc.
NEW570—+570——$82.1K—2026-10-27
Latitude Advisors, LLC
NEW443—+443——$63.8K—2026-10-27
Center for Financial Planning, Inc.
UNCHANGED40440400%$55.2K$58.2K+$3.0K2026-10-26
Rossmore Private Capital
UNCHANGED40040000%$54.6K$57.6K+$3.0K2026-10-27
Phillips Financial Management, LLC
UNCHANGED38638600%$52.7K$55.6K+$2.9K2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED35335300%$48.2K$50.8K+$2.6K2026-10-26
CoreCap Advisors, LLC
INCREASED332300+32+11%$41.0K$47.8K+$6.8K2026-10-08
Richardson Capital Management LLC
INCREASED299290+9+3%$39.5K$43.0K+$3.4K2026-10-23
Trust Co
UNCHANGED28628600%$39.1K$41.2K+$2.1K2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED28228200%$38.5K$40.6K+$2.1K2026-10-30
Olistico Wealth, LLC
UNCHANGED27627600%$37.7K$39.7K+$2.0K2026-10-05
Financial Consulate, Inc
UNCHANGED27527500%$37.6K$39.6K+$2.0K2026-10-23
DT Investment Partners, LLC
UNCHANGED26626600%$36.3K$38.3K+$2.0K2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW190—+190——$27.4K—2026-10-14
Jnba Financial Advisors
UNCHANGED17817800%$24.3K$25.6K+$1.3K2026-11-03
Independence Bank of Kentucky
UNCHANGED909000%$12.3K$13.0K+$6672026-10-26
Central Pacific Bank - Trust Division
UNCHANGED808000%$10.9K$11.5K+$5932026-10-06
Highline Wealth Partners LLC
UNCHANGED565600%$7.7K$8.1K+$4152026-10-19
Armstrong Advisory Group, Inc
NEW52—+52——$7.5K—2026-10-09
Main Street Group, LTD
UNCHANGED525200%$7.1K$7.5K+$3842026-10-28
Lanark Financial, Inc.
UNCHANGED515100%$7.0K$7.3K+$3792026-10-26
Laurel Wealth Advisors LLC
NEW42—+42——$6.0K—2026-10-27
Spire Wealth Management
UNCHANGED404000%$5.5K$5.8K+$2962026-10-30
Root Financial Partners, LLC
NEW25—+25——$3.6K—2026-10-21
NBH Bank
NEW23—+23——$3.3K—2026-11-05
Burkett Financial Services, LLC
UNCHANGED232300%$3.2K$3.3K+$1712026-10-01
Bangor Savings Bank
UNCHANGED171700%$2.3K$2.4K+$1262026-10-06
CrossGen Wealth, LLC
UNCHANGED161600%$2.2K$2.3K+$1182026-10-30
Decker Retirement Planning Inc.
UNCHANGED161600%$2.2K$2.3K+$1182026-10-19
Dmkc Advisory Services, LLC
CLOSED07,649-7,649-100%$1.0M$0-$1.0M2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED03,676-3,676-100%$502.1K$0-$502.1K2026-10-16
Sierra Ocean, LLC
CLOSED02,386-2,386-100%$325.9K$0-$325.9K2026-11-03
Eddie Patel Inc
CLOSED02,151-2,151-100%$293.9K$0-$293.9K2026-11-02
Catalyst Investment Management LLC
CLOSED01,704-1,704-100%$232.8K$0-$232.8K2026-10-21
Avestar Capital, LLC
CLOSED01,532-1,532-100%$209.3K$0-$209.3K2026-10-28
Buck Wealth Strategies, LLC
CLOSED01,400-1,400-100%$191.2K$0-$191.2K2026-10-28
AdvisorNet Financial, Inc
CLOSED0745-745-100%$101.8K$0-$101.8K2026-10-15
International Assets Investment Management, LLC
CLOSED0285-285-100%$38.8K$0-$38.8K2026-11-02
BlackRock, Inc.
N/A—28,718,562-28,718,562-100%$3.9B———
Northwestern Mutual Wealth Management Co
N/A—2,809,336-2,809,336-100%$383.8M———
LPL Financial LLC
N/A—1,261,279-1,261,279-100%$172.3M———
Bank of America Corp
N/A—1,150,470-1,150,470-100%$157.2M———
Morgan Stanley
N/A—1,135,955-1,135,955-100%$155.2M———
Raymond James Financial Inc
N/A—659,212-659,212-100%$90.0M———
Stephens Inc
N/A—604,847-604,847-100%$82.6M———
UBS Group AG
N/A—438,040-438,040-100%$59.8M———
Royal Bank of Canada
N/A—416,132-416,132-100%$56.8M———
Cetera Investment Advisers
N/A—344,984-344,984-100%$47.1M———
Envestnet Asset Management Inc
N/A—338,608-338,608-100%$46.3M———
Wells Fargo & Company
N/A—297,859-297,859-100%$40.7M———
Osaic Holdings, Inc.
N/A—260,139-260,139-100%$35.5M———
Ameriprise Financial Inc
N/A—244,770-244,770-100%$33.4M———
MML Investors Services, LLC
N/A—207,851-207,851-100%$28.4M———
Jane Street Group, LLC
N/A—189,696-189,696-100%$25.9M———
Modern Wealth Management, LLC
N/A—162,393-162,393-100%$22.2M———
Scotia Capital Inc.
N/A—161,522-161,522-100%$22.1M———
One Capital Management, LLC
N/A—160,624-160,624-100%$19.4M———
Jones Financial Companies Lllp
N/A—148,109-148,109-100%$19.8M———
Goldstone Financial Group, LLC
N/A—143,237-143,237-100%$19.6M———
Retirement Management Systems Inc.
N/A—123,827-123,827-100%$16.9M———
Thoroughbred Financial Services, LLC
N/A—122,176-122,176-100%$16.7M———
Equitable Holdings, Inc.
N/A—113,209-113,209-100%$15.5M———
Bank of Montreal
N/A—100,391-100,391-100%$13.7M———
Federation des caisses Desjardins du Quebec
N/A—93,740-93,740-100%$12.8M———
Greykasell Wealth Strategies, Inc.
N/A—91,741-91,741-100%$12.5M———
Mariner, LLC
N/A—86,375-86,375-100%$11.8M———
Rockefeller Capital Management L.P.
N/A—72,583-72,583-100%$9.9M———
CIBC World Market Inc.
N/A—69,290-69,290-100%$9.5M———
Empowered Funds, LLC
N/A—65,482-65,482-100%$8.9M———
Integrated Wealth Concepts LLC
N/A—61,661-61,661-100%$8.4M———
Ameritas Advisory Services, LLC
N/A—59,564-59,564-100%$8.1M———
Stonebridge Financial Group, LLC / MO
N/A—57,950-57,950-100%$7.9M———
Janney Montgomery Scott LLC
N/A—57,553-57,553-100%$7.9M———
Silver OAK Securities, Incorporated
N/A—45,850-45,850-100%$6.3M———
JPMorgan Chase & Co
N/A—44,555-44,555-100%$6.0M———
Centaurus Financial, Inc.
N/A—43,018-43,018-100%$5.9M———
Brown Brothers Harriman & Co
N/A—41,610-41,610-100%$5.7M———
Private Advisor Group, LLC
N/A—41,458-41,458-100%$5.7M———
Schroder Investment Management Group
N/A—40,554-40,554-100%$5.5M———
Bleakley Financial Group, LLC
N/A—38,193-38,193-100%$5.2M———
Bank of Nova Scotia
N/A—36,835-36,835-100%$5.0M———
Blair William & Co
N/A—36,127-36,127-100%$4.9M———
Baird Financial Group, Inc.
N/A—35,021-35,021-100%$4.8M———
Gladstone Institutional Advisory LLC
N/A—34,808-34,808-100%$4.8M———
Stifel Financial Corp
N/A—34,717-34,717-100%$4.7M———
Global Retirement Partners, LLC
N/A—33,086-33,086-100%$4.5M———
Boyd Watterson Asset Management LLC
N/A—31,630-31,630-100%$4.3M———
FMR LLC
N/A—31,316-31,316-100%$4.3M———
IEQ Capital, LLC
N/A—29,126-29,126-100%$4.0M———
Capital International Investors
N/A—28,267-28,267-100%$3.8M———
Goldman Sachs Group Inc
N/A—27,646-27,646-100%$3.8M———
Rathbones Group PLC
N/A—26,100-26,100-100%$3.6M———
Qube Research & Technologies Ltd
N/A—25,783-25,783-100%$3.5M———
Vickerman Investment Advisors, Inc.
N/A—25,731-25,731-100%$3.5M———
Harbour Investments, Inc.
N/A—25,145-25,145-100%$3.4M———
AQR Capital Management LLC
N/A—24,895-24,895-100%$3.4M———
HighTower Advisors, LLC
N/A—24,427-24,427-100%$3.3M———
Stratos Wealth Partners, Ltd.
N/A—20,747-20,747-100%$2.8M———
Steward Partners Investment Advisory, LLC
N/A—18,407-18,407-100%$2.5M———
Gamco Investors, Inc. ET AL
N/A—16,800-16,800-100%$2.3M———
Waverly Advisors, LLC
N/A—16,282-16,282-100%$2.2M———
Cerity Partners LLC
N/A—15,780-15,780-100%$2.2M———
Kane Investment Management, Inc.
N/A—15,403-15,403-100%$2.1M———
Alexis Investment Partners, LLC
N/A—15,132-15,132-100%$2.0M———
SHP Wealth Management
N/A—15,078-15,078-100%$2.1M———
Fischer Investment Strategies, LLC
N/A—13,675-13,675-100%$1.9M———
Banque Transatlantique SA
N/A—12,998-12,998-100%$1.8M———
Mercer Global Advisors Inc
N/A—12,408-12,408-100%$1.7M———
Nicolet Bankshares Inc
N/A—12,159-12,159-100%$1.7M———
Ausdal Financial Partners, Inc.
N/A—11,356-11,356-100%$1.6M———
Drake & Associates, LLC
N/A—10,344-10,344-100%$1.4M———
Geneos Wealth Management Inc.
N/A—10,188-10,188-100%$1.4M———
Main Street Financial Solutions, LLC
N/A—10,124-10,124-100%$1.4M———
Alesco Advisors, LLC, An ESL Co
N/A—10,115-10,115-100%$1.4M———
Susquehanna International Group, LLP
N/A—9,779-9,779-100%$1.3M———
Hilltop Holdings Inc.
N/A—9,373-9,373-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—9,250-9,250-100%$1.3M———
Focus Partners Wealth
N/A—9,077-9,077-100%$1.2M———
RIK Saylor Financial, Inc.
N/A—8,723-8,723-100%$1.2M———
Renaissance Technologies LLC
N/A—7,900-7,900-100%$1.1M———
World Investment Advisors
N/A—7,522-7,522-100%$910.0K———
Merit Financial Group, LLC
N/A—7,330-7,330-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—7,045-7,045-100%$962.3K———
Arkadios Wealth Advisors
N/A—7,006-7,006-100%$957.0K———
Cape COD Five Cents Savings Bank
N/A—7,005-7,005-100%$956.9K———
Three Cord True Wealth Management, LLC
N/A—6,940-6,940-100%$948.0K———
Beacon Pointe Advisors, LLC
N/A—6,692-6,692-100%$914.2K———
Financial Freedom, LLC
N/A—6,306-6,306-100%$861.4K———
BlackDiamond Wealth Management, LLC
N/A—6,155-6,155-100%$897.6K———
NewEdge Advisors, LLC
N/A—5,710-5,710-100%$779.9K———
Aptus Capital Advisors, LLC
N/A—5,702-5,702-100%$778.9K———
EP Wealth Advisors, LLC
N/A—5,460-5,460-100%$745.9K———
Composition Wealth, LLC
N/A—5,442-5,442-100%$743.4K———
Flow Traders U.S. LLC
N/A—5,257-5,257-100%$718.0K———
HHM Wealth Advisors, LLC
N/A—5,106-5,106-100%$697.5K———
OneAscent Financial Services LLC
N/A—5,103-5,103-100%$697.1K———
Virtu Financial LLC
N/A—5,009-5,009-100%$684.0K———
Whittier Trust Co
N/A—5,000-5,000-100%$693.6K———
Gateway Wealth Partners, LLC
N/A—4,936-4,936-100%$674.3K———
National Bank of Canada
N/A—4,803-4,803-100%$655.9K———
WPWealth LLP
N/A—4,610-4,610-100%$629.7K———
Moneta Group Investment Advisors LLC
N/A—4,534-4,534-100%$619.3K———
M&T Bank Corp
N/A—4,429-4,429-100%$605.0K———
Level Four Advisory Services, LLC
N/A—4,302-4,302-100%$587.7K———
Catalyst Financial Partners LLC
N/A—4,042-4,042-100%$552.1K———
MAI Capital Management
N/A—3,790-3,790-100%$517.7K———
OneAscent Family Office, LLC
N/A—3,550-3,550-100%$484.9K———
Savant Capital, LLC
N/A—3,520-3,520-100%$481.2K———
Vawter Financial, Ltd.
N/A—3,500-3,500-100%$478.1K———
Per Stirling Capital Management, Llc.
N/A—3,362-3,362-100%$459.3K———
Cozad Asset Management Inc
N/A—3,360-3,360-100%$459.0K———
Great Valley Advisor Group, Inc.
N/A—3,338-3,338-100%$456.0K———
Pinnacle Financial Partners, Inc.
N/A—3,309-3,309-100%$452.0K———
Sfmg, LLC
N/A—3,300-3,300-100%$450.8K———
UBS Asset Management Americas LLC
N/A—3,228-3,228-100%$440.9K———
Pathstone Holdings, LLC
N/A—3,134-3,134-100%$428.1K———
Sanctuary Advisors, LLC
N/A—3,131-3,131-100%$427.7K———
One Charles Private Wealth Services, LLC
N/A—3,056-3,056-100%$417.4K———
Cresset Asset Management, LLC
N/A—3,031-3,031-100%$414.0K———
Steelhead Wealth Management LLC
N/A—2,847-2,847-100%$388.0K———
Waddell & Associates, LLC
N/A—2,826-2,826-100%$386.0K———
D. E. Shaw & Co., Inc.
N/A—2,792-2,792-100%$381.4K———
Kera Capital Partners, Inc.
N/A—2,747-2,747-100%$375.2K———
Rasp Wealth Solutions, LLC
N/A—2,720-2,720-100%$371.6K———
Huntington National Bank
N/A—2,629-2,629-100%$359.1K———
Polen Capital Management LLC
N/A—2,616-2,616-100%$357.3K———
HighPoint Advisor Group LLC
N/A—2,600-2,600-100%$355.2K———
PW Advisors, LLC \ FL
N/A—2,580-2,580-100%$352.5K———
Silvercrest Asset Management Group LLC
N/A—2,570-2,570-100%$351.1K———
Strait & Sound Wealth Management LLC
N/A—2,488-2,488-100%$339.9K———
Nwam LLC
N/A—2,359-2,359-100%$322.3K———
Kovack Advisors, Inc.
N/A—2,281-2,281-100%$310.8K———
Brown Advisory Inc
N/A—2,259-2,259-100%$308.6K———
Citadel Advisors LLC
N/A—2,137-2,137-100%$291.9K———
Marco Investment Management LLC
N/A—2,000-2,000-100%$273.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,000-2,000-100%$273.4K———
PNC Financial Services Group, Inc.
N/A—1,966-1,966-100%$268.5K———
&partners
N/A—1,863-1,863-100%$254.5K———
Resolute Capital, LLC
N/A—1,862-1,862-100%$254.3K———
Russell Investments Group, Ltd.
N/A—1,783-1,783-100%$243.5K———
Granite Harbor Advisors, Inc.
N/A—1,677-1,677-100%$229.1K———
Concorde Asset Management, LLC
N/A—1,675-1,675-100%$228.8K———
Financial Engines Advisors L.L.C.
N/A—1,654-1,654-100%$225.9K———
Savvy Advisors, Inc.
N/A—1,650-1,650-100%$225.4K———
Wealthspire Advisors, LLC
N/A—1,646-1,646-100%$224.8K———
Thomasville National Bank
N/A—1,615-1,615-100%$220.6K———
Proficio Capital Partners LLC
N/A—1,600-1,600-100%$218.6K———
Quantinno Capital Management LP
N/A—1,599-1,599-100%$218.5K———
OneAscent Wealth Management LLC
N/A—1,564-1,564-100%$213.6K———
Money Concepts Capital Corp
N/A—1,558-1,558-100%$212.8K———
Neuberger Berman Group LLC
N/A—1,548-1,548-100%$211.5K———
CIBC Bancorp USA Inc.
N/A—1,515-1,515-100%$206.9K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,500-1,500-100%$204.9K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,488-1,488-100%$203.2K———
Allworth Financial LP
N/A—1,468-1,468-100%$200.5K———
Sequoia Financial Advisors, LLC
N/A—1,466-1,466-100%$200.3K———
Godfrey Financial Associates, Inc.
N/A—1,243-1,243-100%$169.7K———
Regatta Research & Money Management
N/A—1,228-1,228-100%$167.6K———
Whittier Trust Co of Nevada Inc
N/A—1,190-1,190-100%$164.8K———
Atlantic Union Bankshares Corp
N/A—764-764-100%$104.4K———
Crewe Advisors LLC
N/A—756-756-100%$103.3K———
Strive Financial Group,LLC
N/A—559-559-100%$76.4K———
Ameritas Investment Partners, Inc.
N/A—554-554-100%$75.7K———
Institute for Wealth Management, Llc.
N/A—477-477-100%$65.1K———
EFG International AG
N/A—450-450-100%$61.5K———
Glassman Wealth Services
N/A—446-446-100%$60.9K———
Arax Advisory Partners
N/A—444-444-100%$60.7K———
Toronto Dominion Bank
N/A—420-420-100%$57.0K———
BFC Planning, Inc.
N/A—392-392-100%$53.6K———
N.E.W. Advisory Services LLC
N/A—384-384-100%$52.5K———
IFG Advisory, LLC
N/A—351-351-100%$47.9K———
Seneschal Advisors, LLC
N/A—300-300-100%$41.0K———
Matrix Private Capital Group LLC
N/A—295-295-100%$40.3K———
PlanVest Financial, Inc
N/A—285-285-100%$38.9K———
Strategic Wealth Partners, Ltd.
N/A—280-280-100%$38.2K———
AE Wealth Management LLC
N/A—263-263-100%$35.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—252-252-100%$34.4K———
Lazard Asset Management LLC
N/A—206-206-100%$28.2K———
Nalls Sherbakoff Group, LLC
N/A—200-200-100%$27.3K———
HM Payson & Co
N/A—200-200-100%$27.3K———
Clearstead Advisors, LLC
N/A—200-200-100%$27.3K———
Front Row Advisors LLC
N/A—180-180-100%$26.1K———
Vanguard Advisers Inc
N/A—161-161-100%$22.0K———
ST Germain D J Co Inc
N/A—140-140-100%$19.1K———
IAG Wealth Partners, LLC
N/A—115-115-100%$15.7K———
Copia Wealth Management
N/A—88-88-100%$12.0K———
Bartlett & Co. Wealth Management LLC
N/A—81-81-100%$11.1K———
Founders Financial Alliance, LLC
N/A—80-80-100%$11.0K———
Dunhill Financial, LLC
N/A—47-47-100%$6.5K———
Evolution Advisers, Inc.
N/A—19-19-100%$2———
Atomic Invest LLC
N/A—18-18-100%$2.4K———
Dogwood Wealth Management LLC
N/A—1-1-100%$137———
Showing 405 of 405 institutions