IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares US Consumer Discreti (IYC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,765,008 from 1,370,279
Change+394,729 (+29%)
Value$167.3K (-$138.4M)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED
Shares53,428 from 54,959
Change-1,531 (-3%)
Value$5.1M (-$492.4K)
Filed 2026-10-05
Cottonwood Capital Advisors, LLC
INCREASED
Shares50,785 from 48,382
Change+2,403 (+5%)
Value$4.8M (-$78.0K)
Filed 2026-10-20
First Citizens Financial Corp
DECREASED
Shares48,842 from 49,200
Change-358 (-1%)
Value$4.6M (-$344.9K)
Filed 2026-10-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares37,340 from 43,113
Change-5,773 (-13%)
Value$3.5K (-$4.4M)
Filed 2026-11-02
S&A Financial Services, Inc.
DECREASED
Shares28,482 from 30,645
Change-2,163 (-7%)
Value$2.7M (-$398.7K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares24,604 from 28,296
Change-3,692 (-13%)
Value$2.3M (-$528.8K)
Filed 2026-11-02
Tritonpoint Wealth, LLC
DECREASED
Shares19,455 from 19,810
Change-355 (-2%)
Value$1.8M (-$158.8K)
Filed 2026-10-19
Patten & Patten Inc
DECREASED
Shares18,439 from 18,614
Change-175 (-1%)
Value$1.7M (-$134.2K)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares17,219 from 17,572
Change-353 (-2%)
Value$1.6M (-$144.5K)
Filed 2026-11-04
Virtue Capital Management, LLC
NEW
Shares14,397
Change+14,397
Value$1.4M
Filed 2026-10-29
Creative Planning
INCREASED
Shares12,184 from 12,057
Change+127 (+1%)
Value$1.2M (-$64.2K)
Filed 2026-11-02
Lakeshore Capital Group, Inc.
INCREASED
Shares11,928 from 11,217
Change+711 (+6%)
Value$1.1M (-$3.5K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares11,826 from 13,283
Change-1,457 (-11%)
Value$1.1M (-$222.0K)
Filed 2026-10-22
AMG National Trust Bank
DECREASED
Shares11,652 from 11,702
Change-50 (0%)
Value$1.1M (-$78.7K)
Filed 2026-11-05
Wespac Advisors SoCal, LLC
INCREASED
Shares11,379 from 10,871
Change+508 (+5%)
Value$1.1M (-$20.6K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares11,170 from 10,969
Change+201 (+2%)
Value$1.1M (-$51.9K)
Filed 2026-11-02
Ameliora Wealth Management Ltd.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$1.0M (-$69.5K)
Filed 2026-10-23
Whitener Capital Management, Inc.
DECREASED
Shares10,791 from 11,643
Change-852 (-7%)
Value$1.0M (-$154.3K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares10,551 from 10,385
Change+166 (+2%)
Value$1.0M (-$49.9K)
Filed 2026-10-29
TritonPoint Partners, LLC
DECREASED
Shares10,177 from 19,810
Change-9,633 (-49%)
Value$964.6K (-$1.0M)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares8,862 from 13,223
Change-4,361 (-33%)
Value$839.9K (-$496.9K)
Filed 2026-11-04
Capital Investment Advisors, LLC
DECREASED
Shares8,742 from 9,052
Change-310 (-3%)
Value$828.6K (-$86.5K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares8,584 from 9,189
Change-605 (-7%)
Value$868.9K (-$75.2K)
Filed 2026-10-30
Genesee Capital Advisors, LLC
DECREASED
Shares8,088 from 8,698
Change-610 (-7%)
Value$766.6K (-$112.8K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$758.2K (-$50.6K)
Filed 2026-10-16
R2 Capital Strategies, LLC
INCREASED
Shares7,858 from 7,566
Change+292 (+4%)
Value$744.8K (-$20.1K)
Filed 2026-10-15
Thrivent Financial for Lutherans
DECREASED
Shares7,825 from 36,326
Change-28,501 (-78%)
Value$742.0K (-$2.9M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares7,639 from 7,117
Change+522 (+7%)
Value$724.1K (+$4.5K)
Filed 2026-11-05
Patton Albertson Miller Group, LLC
UNCHANGED
Shares7,551 from 7,551
Change0 (0%)
Value$715.7K (-$47.7K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,359 from 6,349
Change+10 (+0%)
Value$602.7K (-$39.2K)
Filed 2026-10-13
Sonata Capital Group Inc
DECREASED
Shares6,290 from 6,346
Change-56 (-1%)
Value$596.2K (-$45.4K)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares6,282 from 6,959
Change-677 (-10%)
Value$595.4K (-$108.1K)
Filed 2026-10-14
Allen Investment Management, LLC
UNCHANGED
Shares6,263 from 6,263
Change0 (0%)
Value$594.1K (-$39.1K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares6,138 from 4,395
Change+1,743 (+40%)
Value$581.8K (+$137.4K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares6,011 from 3,025
Change+2,986 (+99%)
Value$569.7K (+$263.8K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED
Shares6,009 from 6,009
Change0 (0%)
Value$568.8K (-$41.1K)
Filed 2026-10-16
Southern Capital Advisors, LLC
DECREASED
Shares5,771 from 31,603
Change-25,832 (-82%)
Value$547.0K (-$2.6M)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares5,750 from 4,657
Change+1,093 (+23%)
Value$545.0K (+$74.2K)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
UNCHANGED
Shares5,584 from 5,584
Change0 (0%)
Value$561.4K (-$3.2K)
Filed 2026-11-02
Citizens Financial Group Inc
UNCHANGED
Shares4,909 from 4,909
Change0 (0%)
Value$465.3K (-$31.0K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares4,897 from 4,518
Change+379 (+8%)
Value$464.2K (+$7.5K)
Filed 2026-10-08
Patriot Investment Management Group, Inc.
UNCHANGED
Shares4,855 from 4,855
Change0 (0%)
Value$460.2K (-$30.6K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED
Shares4,853 from 3,398
Change+1,455 (+43%)
Value$460.0K (+$116.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares4,796 from 4,771
Change+25 (+1%)
Value$454.6K (-$27.8K)
Filed 2026-10-16
Retirement Planning Group, LLC
INCREASED
Shares4,624 from 4,489
Change+135 (+3%)
Value$438.3K (-$15.6K)
Filed 2026-10-19
North Star Investment Management Corp.
INCREASED
Shares4,316 from 4,314
Change+2 (+0%)
Value$409.1K (-$27.1K)
Filed 2026-10-27
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$379.1K (-$25.3K)
Filed 2026-11-05
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$379.0K (-$25.0K)
Filed 2026-11-04
First Citizens Bank & Trust Co
UNCHANGED
Shares3,975 from 3,975
Change0 (0%)
Value$376.8K (-$25.1K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
INCREASED
Shares3,845 from 3,736
Change+109 (+3%)
Value$364.4K (-$13.3K)
Filed 2026-10-23
Greenfield Savings Bank
UNCHANGED
Shares3,512 from 3,512
Change0 (0%)
Value$332.9K (-$22.2K)
Filed 2026-10-07
Maltin Wealth Management, Inc.
INCREASED
Shares3,276 from 3,272
Change+4 (+0%)
Value$310.5K (-$20.3K)
Filed 2026-10-13
Bank of New York Mellon Corp
NEW
Shares3,269
Change+3,269
Value$309.8K
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares3,134 from 3,023
Change+111 (+4%)
Value$297.0K (-$8.6K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
NEW
Shares3,120
Change+3,120
Value$295.7K
Filed 2026-10-23
Chicago Partners Investment Group LLC
UNCHANGED
Shares2,993 from 2,993
Change0 (0%)
Value$296.5K (+$9.2K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares2,910 from 2,917
Change-7 (0%)
Value$275.8K (-$19.1K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares2,834 from 2,832
Change+2 (+0%)
Value$268.6K (-$17.7K)
Filed 2026-10-16
Advisors Management Group Inc
UNCHANGED
Shares2,776 from 2,776
Change0 (0%)
Value$263.0K (-$17.0K)
Filed 2026-11-05
Lido Advisors, LLC
NEW
Shares2,696
Change+2,696
Value$255.6K
Filed 2026-11-04
Sageworth Trust Co
UNCHANGED
Shares2,619 from 2,619
Change0 (0%)
Value$248.2K (-$16.6K)
Filed 2026-10-30
Midwest Trust Co
DECREASED
Shares2,610 from 2,660
Change-50 (-2%)
Value$247.4K (-$21.6K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,570 from 2,801
Change-231 (-8%)
Value$250.0K (-$33.6K)
Filed 2026-10-13
LexAurum Advisors, LLC
INCREASED
Shares2,567 from 2,564
Change+3 (+0%)
Value$243.3K (-$15.9K)
Filed 2026-10-19
Atlas Brown,Inc.
INCREASED
Shares2,531 from 2,527
Change+4 (+0%)
Value$239.9K (-$15.6K)
Filed 2026-10-09
Argentarii, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$227.5K (-$21.2K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares2,331
Change+2,331
Value$234.9K
Filed 2026-11-03
Latitude Advisors, LLC
UNCHANGED
Shares2,257 from 2,257
Change0 (0%)
Value$213.9K (-$14.3K)
Filed 2026-10-27
Sierra Summit Advisors LLC
UNCHANGED
Shares2,235 from 2,235
Change0 (0%)
Value$211.8K (-$14.1K)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares2,229 from 2,238
Change-9 (0%)
Value$211.3K (-$15.0K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
UNCHANGED
Shares2,124 from 2,124
Change0 (0%)
Value$201.3K (-$4.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares2,068 from 3,716
Change-1,648 (-44%)
Value$196.0K (-$180.0K)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
NEW
Shares1,705
Change+1,705
Value$161.4K
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares1,490 from 1,467
Change+23 (+2%)
Value$141.2K (-$7.1K)
Filed 2026-10-16
Hartford Financial Management Inc.
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$118.0K (-$7.9K)
Filed 2026-10-21
Compass Financial Management LLC
DECREASED
Shares1,224 from 1,361
Change-137 (-10%)
Value$116.0K (-$21.6K)
Filed 2026-10-30
Mascoma Wealth Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$94.8K (-$6.3K)
Filed 2026-10-23
MTM Investment Management, LLC
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$78.6K (-$5.2K)
Filed 2026-10-30
Montag A & Associates Inc
DECREASED
Shares800 from 1,096
Change-296 (-27%)
Value$75.8K (-$35.0K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$72.0K (-$4.8K)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$62.7K (-$4.2K)
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$56.2K (-$830)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$53.1K (-$3.5K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
NEW
Shares496
Change+496
Value$47.0K
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$38.8K (-$2.6K)
Filed 2026-10-20
Davis Capital Management
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$33.0K (-$2.2K)
Filed 2026-10-08
Central Trust Co
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$32.2K (-$2.1K)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$31.8K (-$2.1K)
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$28.4K (-$1.9K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares276 from 266
Change+10 (+4%)
Value$26.2K (-$716)
Filed 2026-10-15
North Point Portfolio Managers Corp
NEW
Shares268
Change+268
Value$25.4K
Filed 2026-10-07
Acumen Wealth Advisors, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$24.6K (-$1.6K)
Filed 2026-11-05
Piedmont Capital Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.0K (-$1.3K)
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.0K (-$1.3K)
Filed 2026-10-26
Nfsg Corp
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$14.7K (-$980)
Filed 2026-10-15
Strategic Advocates LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$14.1K (-$940)
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$13.6K (-$902)
Filed 2026-11-02
West Paces Advisors Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$12.8K (-$854)
Filed 2026-10-13
US Bancorp \de\
NEW
Shares127
Change+127
Value$12.0K
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares124
Change+124
Value$11.8K
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares122 from 105
Change+17 (+16%)
Value$11.6K (+$948)
Filed 2026-10-09
Jacobi Capital Management LLC
NEW
Shares100
Change+100
Value$9.5K
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.5K (-$632)
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.4K (-$544)
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$7.7K (-$512)
Filed 2026-10-06
WestEnd Advisors, LLC
NEW
Shares78
Change+78
Value$7.4K
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.8K (-$455)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6.6K (-$442)
Filed 2026-10-27
Mondrian Investment Partners LTD
NEW
Shares62
Change+62
Value$6.2K
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.7K (-$316)
Filed 2026-10-27
CX Institutional
DECREASED
Shares48 from 780
Change-732 (-94%)
Value$5 (-$74)
Filed 2026-10-02
Piscataqua Savings Bank
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.8K (-$253)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares29
Change+29
Value$2.7K
Filed 2026-11-03
Evermay Wealth Management LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.7K (-$177)
Filed 2026-11-05
Tsfg, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1 ($0)
Filed 2026-10-23
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 3,883
Change-3,883 (-100%)
Value$0 (-$392.6K)
Filed 2026-10-09
Doliver Advisors, LP
CLOSED
Shares0 from 3,269
Change-3,269 (-100%)
Value$0 (-$330.5K)
Filed 2026-10-01
Glenview Trust Co
CLOSED
Shares0 from 2,608
Change-2,608 (-100%)
Value$0 (-$263.7K)
Filed 2026-10-28
HB Wealth Management, LLC
CLOSED
Shares0 from 2,296
Change-2,296 (-100%)
Value$0 (-$232.1K)
Filed 2026-10-23
WealthBridge Capital Management, LLC
CLOSED
Shares0 from 2,290
Change-2,290 (-100%)
Value$0 (-$231.5K)
Filed 2026-10-16
Harbour Trust & Investment Management Co
CLOSED
Shares0 from 2,056
Change-2,056 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-28
Greenspring Advisors, LLC
CLOSED
Shares0 from 1,994
Change-1,994 (-100%)
Value$0 (-$201.6K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 765
Change-765 (-100%)
Value$0 (-$77.3K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$51.5K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-29
Pflug Koory, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-15
KBC Group NV
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-22
Pgim Custom Harvest LLC
N/A
Shares— from 940,197
Change-940,197 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 842,331
Change-842,331 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 681,291
Change-681,291 (-100%)
Value—
UBS Group AG
N/A
Shares— from 534,574
Change-534,574 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 294,470
Change-294,470 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 202,298
Change-202,298 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 195,459
Change-195,459 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 162,274
Change-162,274 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 149,715
Change-149,715 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 110,143
Change-110,143 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 61,681
Change-61,681 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,630
Change-60,630 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 56,530
Change-56,530 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 47,402
Change-47,402 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,025
Change-45,025 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 44,821
Change-44,821 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 43,306
Change-43,306 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 40,772
Change-40,772 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 39,932
Change-39,932 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,158
Change-34,158 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 32,958
Change-32,958 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 31,297
Change-31,297 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 29,934
Change-29,934 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,721
Change-27,721 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,378
Change-24,378 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,276
Change-23,276 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 21,832
Change-21,832 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 16,856
Change-16,856 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,435
Change-15,435 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,716
Change-14,716 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,702
Change-14,702 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,680
Change-14,680 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,647
Change-14,647 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 13,970
Change-13,970 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 13,928
Change-13,928 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,906
Change-12,906 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,608
Change-12,608 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 11,433
Change-11,433 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,297
Change-11,297 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
&partners
N/A
Shares— from 10,504
Change-10,504 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,485
Change-10,485 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,461
Change-10,461 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,194
Change-10,194 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 9,376
Change-9,376 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,152
Change-8,152 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 7,924
Change-7,924 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 7,316
Change-7,316 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 7,271
Change-7,271 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 968
Change-968 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 661
Change-661 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 499
Change-499 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 291
Change-291 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 255
Change-255 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 190
Change-190 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 125
Change-125 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,765,0081,370,279+394,729+29%$138.5M$167.3K-$138.4M2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED53,42854,959-1,531-3%$5.6M$5.1M-$492.4K2026-10-05
Cottonwood Capital Advisors, LLC
INCREASED50,78548,382+2,403+5%$4.9M$4.8M-$78.0K2026-10-20
First Citizens Financial Corp
DECREASED48,84249,200-358-1%$5.0M$4.6M-$344.9K2026-10-02
Cambridge Investment Research Advisors, Inc.
DECREASED37,34043,113-5,773-13%$4.4M$3.5K-$4.4M2026-11-02
S&A Financial Services, Inc.
DECREASED28,48230,645-2,163-7%$3.1M$2.7M-$398.7K2026-11-03
Commonwealth Equity Services, LLC
DECREASED24,60428,296-3,692-13%$2.9M$2.3M-$528.8K2026-11-02
Tritonpoint Wealth, LLC
DECREASED19,45519,810-355-2%$2.0M$1.8M-$158.8K2026-10-19
Patten & Patten Inc
DECREASED18,43918,614-175-1%$1.9M$1.7M-$134.2K2026-10-26
Citigroup Inc
DECREASED17,21917,572-353-2%$1.8M$1.6M-$144.5K2026-11-04
Virtue Capital Management, LLC
NEW14,397—+14,397——$1.4M—2026-10-29
Creative Planning
INCREASED12,18412,057+127+1%$1.2M$1.2M-$64.2K2026-11-02
Lakeshore Capital Group, Inc.
INCREASED11,92811,217+711+6%$1.1M$1.1M-$3.5K2026-10-20
Strategic Blueprint, LLC
DECREASED11,82613,283-1,457-11%$1.3M$1.1M-$222.0K2026-10-22
AMG National Trust Bank
DECREASED11,65211,702-500%$1.2M$1.1M-$78.7K2026-11-05
Wespac Advisors SoCal, LLC
INCREASED11,37910,871+508+5%$1.1M$1.1M-$20.6K2026-10-13
Asset One Wealth Management LLC
INCREASED11,17010,969+201+2%$1.1M$1.1M-$51.9K2026-11-02
Ameliora Wealth Management Ltd.
UNCHANGED11,00011,00000%$1.1M$1.0M-$69.5K2026-10-23
Whitener Capital Management, Inc.
DECREASED10,79111,643-852-7%$1.2M$1.0M-$154.3K2026-10-15
Koshinski Asset Management, Inc.
INCREASED10,55110,385+166+2%$1.0M$1.0M-$49.9K2026-10-29
TritonPoint Partners, LLC
DECREASED10,17719,810-9,633-49%$2.0M$964.6K-$1.0M2026-11-05
AlphaCore Capital LLC
DECREASED8,86213,223-4,361-33%$1.3M$839.9K-$496.9K2026-11-04
Capital Investment Advisors, LLC
DECREASED8,7429,052-310-3%$915.1K$828.6K-$86.5K2026-10-22
Truist Financial Corp
DECREASED8,5849,189-605-7%$944.0K$868.9K-$75.2K2026-10-30
Genesee Capital Advisors, LLC
DECREASED8,0888,698-610-7%$879.4K$766.6K-$112.8K2026-10-20
Pension & Wealth Management Advisors, Inc.
UNCHANGED8,0008,00000%$808.8K$758.2K-$50.6K2026-10-16
R2 Capital Strategies, LLC
INCREASED7,8587,566+292+4%$764.9K$744.8K-$20.1K2026-10-15
Thrivent Financial for Lutherans
DECREASED7,82536,326-28,501-78%$3.7M$742.0K-$2.9M2026-11-05
Fifth Third Bancorp
INCREASED7,6397,117+522+7%$719.6K$724.1K+$4.5K2026-11-05
Patton Albertson Miller Group, LLC
UNCHANGED7,5517,55100%$763.4K$715.7K-$47.7K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED6,3596,349+10+0%$641.8K$602.7K-$39.2K2026-10-13
Sonata Capital Group Inc
DECREASED6,2906,346-56-1%$641.6K$596.2K-$45.4K2026-10-19
Davenport & Co LLC
DECREASED6,2826,959-677-10%$703.6K$595.4K-$108.1K2026-10-14
Allen Investment Management, LLC
UNCHANGED6,2636,26300%$633.3K$594.1K-$39.1K2026-11-03
Parallel Advisors, LLC
INCREASED6,1384,395+1,743+40%$444.3K$581.8K+$137.4K2026-11-03
Kestra Advisory Services, LLC
INCREASED6,0113,025+2,986+99%$305.9K$569.7K+$263.8K2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED6,0096,00900%$609.9K$568.8K-$41.1K2026-10-16
Southern Capital Advisors, LLC
DECREASED5,77131,603-25,832-82%$3.2M$547.0K-$2.6M2026-10-26
Csenge Advisory Group
INCREASED5,7504,657+1,093+23%$470.8K$545.0K+$74.2K2026-11-04
Canvas Wealth Advisors, LLC
UNCHANGED5,5845,58400%$564.5K$561.4K-$3.2K2026-11-02
Citizens Financial Group Inc
UNCHANGED4,9094,90900%$496.3K$465.3K-$31.0K2026-10-23
CoreCap Advisors, LLC
INCREASED4,8974,518+379+8%$456.8K$464.2K+$7.5K2026-10-08
Patriot Investment Management Group, Inc.
UNCHANGED4,8554,85500%$490.8K$460.2K-$30.6K2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED4,8533,398+1,455+43%$343.5K$460.0K+$116.4K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED4,7964,771+25+1%$482.4K$454.6K-$27.8K2026-10-16
Retirement Planning Group, LLC
INCREASED4,6244,489+135+3%$453.8K$438.3K-$15.6K2026-10-19
North Star Investment Management Corp.
INCREASED4,3164,314+2+0%$436.1K$409.1K-$27.1K2026-10-27
Clifford Swan Investment Counsel LLC
UNCHANGED4,0004,00000%$404.4K$379.1K-$25.3K2026-11-05
Eubel Brady & Suttman Asset Management Inc
UNCHANGED4,0004,00000%$404.0K$379.0K-$25.0K2026-11-04
First Citizens Bank & Trust Co
UNCHANGED3,9753,97500%$401.9K$376.8K-$25.1K2026-10-14
Samalin Investment Counsel, LLC
INCREASED3,8453,736+109+3%$377.7K$364.4K-$13.3K2026-10-23
Greenfield Savings Bank
UNCHANGED3,5123,51200%$355.1K$332.9K-$22.2K2026-10-07
Maltin Wealth Management, Inc.
INCREASED3,2763,272+4+0%$330.8K$310.5K-$20.3K2026-10-13
Bank of New York Mellon Corp
NEW3,269—+3,269——$309.8K—2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED3,1343,023+111+4%$305.6K$297.0K-$8.6K2026-10-20
Kingswood Wealth Advisors, LLC
NEW3,120—+3,120——$295.7K—2026-10-23
Chicago Partners Investment Group LLC
UNCHANGED2,9932,99300%$287.2K$296.5K+$9.2K2026-10-27
Dynamic Advisor Solutions LLC
DECREASED2,9102,917-70%$294.9K$275.8K-$19.1K2026-10-13
Beacon Financial Advisory LLC
INCREASED2,8342,832+2+0%$286.3K$268.6K-$17.7K2026-10-16
Advisors Management Group Inc
UNCHANGED2,7762,77600%$280.0K$263.0K-$17.0K2026-11-05
Lido Advisors, LLC
NEW2,696—+2,696——$255.6K—2026-11-04
Sageworth Trust Co
UNCHANGED2,6192,61900%$264.8K$248.2K-$16.6K2026-10-30
Midwest Trust Co
DECREASED2,6102,660-50-2%$268.9K$247.4K-$21.6K2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED2,5702,801-231-8%$283.6K$250.0K-$33.6K2026-10-13
LexAurum Advisors, LLC
INCREASED2,5672,564+3+0%$259.2K$243.3K-$15.9K2026-10-19
Atlas Brown,Inc.
INCREASED2,5312,527+4+0%$255.5K$239.9K-$15.6K2026-10-09
Argentarii, LLC
UNCHANGED2,4002,40000%$248.7K$227.5K-$21.2K2026-10-28
StoneX Group Inc.
NEW2,331—+2,331——$234.9K—2026-11-03
Latitude Advisors, LLC
UNCHANGED2,2572,25700%$228.2K$213.9K-$14.3K2026-10-27
Sierra Summit Advisors LLC
UNCHANGED2,2352,23500%$226.0K$211.8K-$14.1K2026-10-28
Focus Financial Network, Inc.
DECREASED2,2292,238-90%$226.3K$211.3K-$15.0K2026-10-14
SAX Wealth Advisors, LLC
UNCHANGED2,1242,12400%$205.9K$201.3K-$4.5K2026-10-13
Farther Finance Advisors, LLC
DECREASED2,0683,716-1,648-44%$376.1K$196.0K-$180.0K2026-10-08
Allspring Global Investments Holdings, LLC
NEW1,705—+1,705——$161.4K—2026-11-04
IFP Advisors, Inc
INCREASED1,4901,467+23+2%$148.3K$141.2K-$7.1K2026-10-16
Hartford Financial Management Inc.
UNCHANGED1,2451,24500%$125.9K$118.0K-$7.9K2026-10-21
Compass Financial Management LLC
DECREASED1,2241,361-137-10%$137.6K$116.0K-$21.6K2026-10-30
Mascoma Wealth Management LLC
UNCHANGED1,0001,00000%$101.1K$94.8K-$6.3K2026-10-23
MTM Investment Management, LLC
UNCHANGED82982900%$83.8K$78.6K-$5.2K2026-10-30
Montag A & Associates Inc
DECREASED8001,096-296-27%$110.8K$75.8K-$35.0K2026-10-29
Financial Perspectives, Inc
UNCHANGED76076000%$76.8K$72.0K-$4.8K2026-11-03
Parkside Financial Bank & Trust
UNCHANGED66166100%$66.9K$62.7K-$4.2K2026-10-27
Mosley Wealth Management
UNCHANGED56456400%$57.0K$56.2K-$8302026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED56056000%$56.6K$53.1K-$3.5K2026-10-20
Ashton Thomas Private Wealth, LLC
NEW496—+496——$47.0K—2026-11-03
Private Trust Co NA
UNCHANGED40940900%$41.4K$38.8K-$2.6K2026-10-20
Davis Capital Management
UNCHANGED34834800%$35.2K$33.0K-$2.2K2026-10-08
Central Trust Co
UNCHANGED34034000%$34.4K$32.2K-$2.1K2026-11-05
Assetmark, Inc
UNCHANGED33633600%$34.0K$31.8K-$2.1K2026-10-21
Trust Co of Vermont
UNCHANGED30030000%$30.3K$28.4K-$1.9K2026-10-21
Blue Trust, Inc.
INCREASED276266+10+4%$26.9K$26.2K-$7162026-10-15
North Point Portfolio Managers Corp
NEW268—+268——$25.4K—2026-10-07
Acumen Wealth Advisors, LLC
UNCHANGED26026000%$26.3K$24.6K-$1.6K2026-11-05
Piedmont Capital Management, LLC
UNCHANGED20020000%$20.2K$19.0K-$1.3K2026-10-21
Lanark Financial, Inc.
UNCHANGED20020000%$20.2K$19.0K-$1.3K2026-10-26
Nfsg Corp
UNCHANGED15515500%$15.7K$14.7K-$9802026-10-15
Strategic Advocates LLC
UNCHANGED14914900%$15.0K$14.1K-$9402026-11-03
Golden State Wealth Management, LLC
UNCHANGED14314300%$14.5K$13.6K-$9022026-11-02
West Paces Advisors Inc.
UNCHANGED13513500%$13.6K$12.8K-$8542026-10-13
US Bancorp \de\
NEW127—+127——$12.0K—2026-11-05
Laurel Wealth Advisors LLC
NEW124—+124——$11.8K—2026-10-27
Armstrong Advisory Group, Inc
INCREASED122105+17+16%$10.6K$11.6K+$9482026-10-09
Jacobi Capital Management LLC
NEW100—+100——$9.5K—2026-11-05
Spire Wealth Management
UNCHANGED10010000%$10.1K$9.5K-$6322026-10-30
IMG Wealth Management, Inc.
UNCHANGED888800%$8.9K$8.4K-$5442026-10-27
Central Pacific Bank - Trust Division
UNCHANGED818100%$8.2K$7.7K-$5122026-10-06
WestEnd Advisors, LLC
NEW78—+78——$7.4K—2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED727200%$7.3K$6.8K-$4552026-10-28
Duncker Streett & Co Inc
UNCHANGED707000%$7.1K$6.6K-$4422026-10-27
Mondrian Investment Partners LTD
NEW62—+62——$6.2K—2026-10-23
Cassaday & Co Wealth Management LLC
UNCHANGED505000%$5.1K$4.7K-$3162026-10-27
CX Institutional
DECREASED48780-732-94%$79$5-$742026-10-02
Piscataqua Savings Bank
UNCHANGED404000%$4.0K$3.8K-$2532026-10-21
Ascentis Independent Advisors
NEW29—+29——$2.7K—2026-11-03
Evermay Wealth Management LLC
UNCHANGED282800%$2.8K$2.7K-$1772026-11-05
Tsfg, LLC
UNCHANGED131300%$1$1$02026-10-23
Cadent Capital Advisors, LLC
CLOSED03,883-3,883-100%$392.6K$0-$392.6K2026-10-09
Doliver Advisors, LP
CLOSED03,269-3,269-100%$330.5K$0-$330.5K2026-10-01
Glenview Trust Co
CLOSED02,608-2,608-100%$263.7K$0-$263.7K2026-10-28
HB Wealth Management, LLC
CLOSED02,296-2,296-100%$232.1K$0-$232.1K2026-10-23
WealthBridge Capital Management, LLC
CLOSED02,290-2,290-100%$231.5K$0-$231.5K2026-10-16
Harbour Trust & Investment Management Co
CLOSED02,056-2,056-100%$207.9K$0-$207.9K2026-10-28
Greenspring Advisors, LLC
CLOSED01,994-1,994-100%$201.6K$0-$201.6K2026-11-05
Capital Investment Advisory Services, LLC
CLOSED0765-765-100%$77.3K$0-$77.3K2026-10-30
AdvisorNet Financial, Inc
CLOSED0509-509-100%$51.5K$0-$51.5K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED0213-213-100%$21.5K$0-$21.5K2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED0162-162-100%$16.4K$0-$16.4K2026-10-29
Pflug Koory, LLC
CLOSED0136-136-100%$13.8K$0-$13.8K2026-10-26
LifeSteps Financial, Inc.
CLOSED0125-125-100%$12.6K$0-$12.6K2026-10-15
KBC Group NV
CLOSED000—$0$0$02026-10-22
Pgim Custom Harvest LLC
N/A—940,197-940,197-100%$95.1M———
Morgan Stanley
N/A—842,331-842,331-100%$85.2M———
Bank of America Corp
N/A—681,291-681,291-100%$68.9M———
UBS Group AG
N/A—534,574-534,574-100%$54.0M———
Wells Fargo & Company
N/A—294,470-294,470-100%$29.8M———
Raymond James Financial Inc
N/A—202,298-202,298-100%$20.5M———
LPL Financial LLC
N/A—195,459-195,459-100%$19.8M———
Royal Bank of Canada
N/A—162,274-162,274-100%$16.4M———
BNP Paribas Financial Markets
N/A—149,715-149,715-100%$15.1M———
Goldman Sachs Group Inc
N/A—110,143-110,143-100%$11.1M———
MML Investors Services, LLC
N/A—61,681-61,681-100%$6.2M———
Osaic Holdings, Inc.
N/A—60,630-60,630-100%$6.1M———
Zurich Insurance Group Ltd
N/A—56,530-56,530-100%$5.7M———
United Capital Financial Advisors, LLC
N/A—47,402-47,402-100%$4.8M———
Susquehanna International Group, LLP
N/A—45,025-45,025-100%$4.6M———
Envestnet Asset Management Inc
N/A—44,821-44,821-100%$4.5M———
JPMorgan Chase & Co
N/A—43,306-43,306-100%$4.4M———
Banque Transatlantique SA
N/A—40,772-40,772-100%$4.1M———
AQR Capital Management LLC
N/A—39,932-39,932-100%$4.0M———
Citadel Advisors LLC
N/A—34,158-34,158-100%$3.5M———
Northwestern Mutual Wealth Management Co
N/A—32,958-32,958-100%$3.3M———
Jones Financial Companies Lllp
N/A—31,297-31,297-100%$3.1M———
Principal Securities, Inc.
N/A—29,934-29,934-100%$3.0M———
Steward Partners Investment Advisory, LLC
N/A—27,721-27,721-100%$2.8M———
Captrust Financial Advisors
N/A—24,378-24,378-100%$2.5M———
FMR LLC
N/A—23,276-23,276-100%$2.4M———
Stillwater Capital Advisors, LLC
N/A—21,832-21,832-100%$2.2M———
Stonebridge Financial Planning Group, LLC
N/A—16,856-16,856-100%$1.7M———
Stifel Financial Corp
N/A—15,435-15,435-100%$1.6M———
Mutual Advisors, LLC
N/A—14,716-14,716-100%$1.5M———
BlackRock, Inc.
N/A—14,702-14,702-100%$1.5M———
HighTower Advisors, LLC
N/A—14,680-14,680-100%$1.5M———
Ameriprise Financial Inc
N/A—14,647-14,647-100%$1.5M———
Garrison Point Advisors, LLC
N/A—13,970-13,970-100%$1.4M———
Spinnaker Trust
N/A—13,928-13,928-100%$1.4M———
Arax Advisory Partners
N/A—12,906-12,906-100%$1.3M———
Cetera Investment Advisers
N/A—12,608-12,608-100%$1.3M———
NewEdge Advisors, LLC
N/A—11,450-11,450-100%$1.2M———
Huntington National Bank
N/A—11,433-11,433-100%$1.2M———
Quantinno Capital Management LP
N/A—11,297-11,297-100%$1.1M———
Mariner, LLC
N/A—11,076-11,076-100%$1.1M———
&partners
N/A—10,504-10,504-100%$1.1M———
Bank of Montreal
N/A—10,485-10,485-100%$1.1M———
Simmons Bank
N/A—10,461-10,461-100%$1.1M———
Equitable Holdings, Inc.
N/A—10,194-10,194-100%$1.0M———
Earned Wealth Advisors, LLC
N/A—10,000-10,000-100%$1.0M———
Bartlett & Co. Wealth Management LLC
N/A—9,376-9,376-100%$947.9K———
Mercer Global Advisors Inc
N/A—8,731-8,731-100%$882.7K———
Anchor Investment Management, LLC
N/A—8,505-8,505-100%$859.8K———
Haverford Trust Co
N/A—8,370-8,370-100%$846.2K———
KKM Financial LLC
N/A—8,275-8,275-100%$836.6K———
Rockefeller Capital Management L.P.
N/A—8,152-8,152-100%$824.2K———
Chevy Chase Trust Holdings, LLC
N/A—7,924-7,924-100%$801.1K———
SEI Investments Co
N/A—7,402-7,402-100%$748.3K———
Samara Investment Management, LLC
N/A—7,316-7,316-100%$739.6K———
Ibex Wealth Advisors
N/A—7,271-7,271-100%$735.1K———
Private Advisor Group, LLC
N/A—7,119-7,119-100%$719.7K———
M&T Bank Corp
N/A—6,000-6,000-100%$606.6K———
Sanctuary Advisors, LLC
N/A—5,950-5,950-100%$601.5K———
Whittier Trust Co of Nevada Inc
N/A—5,520-5,520-100%$561.0K———
Pettyjohn, Wood & White, Inc
N/A—5,500-5,500-100%$556.1K———
Daybright Advisory Services, Inc.
N/A—5,467-5,467-100%$552.9K———
Janney Montgomery Scott LLC
N/A—5,296-5,296-100%$535.0K———
Commerce Bank
N/A—5,248-5,248-100%$530.6K———
Beacon Pointe Advisors, LLC
N/A—5,139-5,139-100%$519.6K———
EP Wealth Advisors, LLC
N/A—5,015-5,015-100%$507.0K———
Coldstream Capital Management Inc
N/A—4,932-4,932-100%$498.6K———
One Charles Private Wealth Services, LLC
N/A—4,840-4,840-100%$489.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,828-4,828-100%$488.1K———
Northern Trust Corp
N/A—4,826-4,826-100%$487.9K———
Zhang Financial LLC
N/A—4,799-4,799-100%$485.2K———
Integrated Wealth Concepts LLC
N/A—4,589-4,589-100%$464.0K———
Gladstone Institutional Advisory LLC
N/A—4,509-4,509-100%$455.8K———
Geneos Wealth Management Inc.
N/A—4,440-4,440-100%$448.9K———
Centaurus Financial, Inc.
N/A—4,166-4,166-100%$421.0K———
Planning Directions Inc
N/A—3,987-3,987-100%$403.1K———
Baird Financial Group, Inc.
N/A—3,981-3,981-100%$402.5K———
Blair William & Co
N/A—3,979-3,979-100%$402.3K———
Allworth Financial LP
N/A—3,728-3,728-100%$376.9K———
Moors & Cabot, Inc.
N/A—3,607-3,607-100%$364.7K———
Cresset Asset Management, LLC
N/A—3,584-3,584-100%$362.3K———
Dakota Wealth Management
N/A—3,515-3,515-100%$355.4K———
Vestmark Advisory Solutions, Inc.
N/A—3,398-3,398-100%$343.5K———
PNC Financial Services Group, Inc.
N/A—3,334-3,334-100%$337.1K———
Financial Engines Advisors L.L.C.
N/A—3,288-3,288-100%$332.4K———
Cerity Partners LLC
N/A—3,130-3,130-100%$316.5K———
MAI Capital Management
N/A—3,013-3,013-100%$304.6K———
Stephens Inc
N/A—2,918-2,918-100%$295.0K———
Greykasell Wealth Strategies, Inc.
N/A—2,896-2,896-100%$292.8K———
Advisory Services Network, LLC
N/A—2,866-2,866-100%$289.7K———
Stratos Investment Management, LLC
N/A—2,820-2,820-100%$285.2K———
Betterment LLC
N/A—2,690-2,690-100%$272.0K———
Flow Traders U.S. LLC
N/A—2,454-2,454-100%$248.0K———
Private Wealth Asset Management, LLC
N/A—2,400-2,400-100%$242.6K———
Chesapeake Wealth Management
N/A—2,346-2,346-100%$237.2K———
Tyche Wealth Partners LLC
N/A—2,322-2,322-100%$234.7K———
Arkadios Wealth Advisors
N/A—2,321-2,321-100%$234.6K———
Symphony Financial Services, Inc.
N/A—2,271-2,271-100%$229.6K———
Blue Chip Partners, LLC
N/A—2,216-2,216-100%$224.0K———
First Trust Advisors LP
N/A—2,215-2,215-100%$223.9K———
Atlantic Union Bankshares Corp
N/A—1,660-1,660-100%$167.8K———
National Bank of Canada
N/A—1,324-1,324-100%$133.8K———
Russell Investments Group, Ltd.
N/A—968-968-100%$97.9K———
Harbour Investments, Inc.
N/A—762-762-100%$77.1K———
AE Wealth Management LLC
N/A—722-722-100%$73.0K———
Global Retirement Partners, LLC
N/A—704-704-100%$71.2K———
IFG Advisory, LLC
N/A—664-664-100%$67.1K———
Victory Capital Management Inc
N/A—661-661-100%$66.8K———
Clearstead Advisors, LLC
N/A—655-655-100%$66.2K———
SOA Wealth Advisors, Llc.
N/A—499-499-100%$50.5K———
Founders Financial Alliance, LLC
N/A—489-489-100%$49.4K———
Front Row Advisors LLC
N/A—460-460-100%$47.7K———
FWL Investment Management, LLC
N/A—400-400-100%$40.4K———
Strive Financial Group,LLC
N/A—350-350-100%$35.4K———
SouthState Bank Corp
N/A—291-291-100%$29.4K———
Colonial Trust Advisors
N/A—255-255-100%$25.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—190-190-100%$19.2K———
UBS Asset Management Americas LLC
N/A—164-164-100%$16.6K———
Hantz Financial Services, Inc.
N/A—150-150-100%$15———
Rothschild Investment LLC
N/A—150-150-100%$15.2K———
Regatta Research & Money Management
N/A—125-125-100%$12.6K———
Ankerstar Wealth, LLC
N/A—110-110-100%$11.1K———
Godfrey Financial Associates, Inc.
N/A—70-70-100%$7.1K———
Financial Gravity Companies, Inc.
N/A—68-68-100%$6.9K———
Smartleaf Asset Management LLC
N/A—59-59-100%$6.0K———
Corsicana & Co.
N/A—25-25-100%$2.5K———
Core Capital Management & Research, inc.
N/A—19-19-100%$2.0K———
Aristotle Capital Management, LLC
N/A—5-5-100%$510———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$101———
Showing 259 of 259 institutions