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Ishares US Utilities ETF (IDU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sovran Advisors, LLC
INCREASED
Shares90,196 from 65,724
Change+24,472 (+37%)
Value$9.9M (+$2.4M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares87,734 from 705
Change+87,029 (+12345%)
Value$8.8M (+$8.8M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares86,088 from 85,917
Change+171 (+0%)
Value$8.7M (-$1.2M)
Filed 2026-11-02
Arrien Investments, Inc.
INCREASED
Shares72,323 from 70,480
Change+1,843 (+3%)
Value$7.3M (-$784.7K)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares53,580 from 54,033
Change-453 (-1%)
Value$5.4M (-$789.8K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares45,606 from 44,649
Change+957 (+2%)
Value$4.6K (-$5.1M)
Filed 2026-11-02
Forte Asset Management LLC
DECREASED
Shares43,100 from 52,430
Change-9,330 (-18%)
Value$4.3M (-$1.7M)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares34,873 from 34,638
Change+235 (+1%)
Value$3.9M (-$99.3K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares27,952 from 28,490
Change-538 (-2%)
Value$2.8M (-$446.6K)
Filed 2026-11-05
Wealthstar Advisors, LLC
INCREASED
Shares23,858 from 19,001
Change+4,857 (+26%)
Value$2.4M (+$228.2K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares23,733 from 8,055
Change+15,678 (+195%)
Value$2.4M (+$1.5M)
Filed 2026-10-16
Advisors Management Group Inc
DECREASED
Shares20,494 from 20,986
Change-492 (-2%)
Value$2.1M (-$339.0K)
Filed 2026-11-05
BOS Asset Management, LLC
DECREASED
Shares18,045 from 18,098
Change-53 (0%)
Value$1.8M (-$254.6K)
Filed 2026-10-09
Everett Harris & Co
DECREASED
Shares17,864 from 17,934
Change-70 (0%)
Value$1.8M (-$254.0K)
Filed 2026-10-28
First Citizens Financial Corp
DECREASED
Shares16,729 from 16,786
Change-57 (0%)
Value$1.7M (-$236.9K)
Filed 2026-10-02
D.A. Davidson & Co.
DECREASED
Shares16,228 from 16,281
Change-53 (0%)
Value$1.6M (-$229.5K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares14,861 from 5,494
Change+9,367 (+171%)
Value$1.5M (+$869.0K)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares14,507 from 11,830
Change+2,677 (+23%)
Value$1.5M (+$107.1K)
Filed 2026-10-21
Essex LLC
DECREASED
Shares13,368 from 13,540
Change-172 (-1%)
Value$1.3M (-$203.8K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares12,858 from 13,427
Change-569 (-4%)
Value$1.3M (-$199.0K)
Filed 2026-10-13
Miller Howard Investments Inc
NEW
Shares11,763
Change+11,763
Value$1.2M
Filed 2026-10-26
Mlp3, LLC
INCREASED
Shares10,605 from 9,284
Change+1,321 (+14%)
Value$1.1M (+$5.3K)
Filed 2026-10-22
HBW Advisory Services LLC
INCREASED
Shares8,893 from 6,882
Change+2,011 (+29%)
Value$896.8K (+$108.0K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares8,825 from 8,473
Change+352 (+4%)
Value$890.0K (-$81.2K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares8,315 from 8,296
Change+19 (+0%)
Value$838.5K (-$112.3K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares8,234
Change+8,234
Value$856.1K
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
NEW
Shares8,113
Change+8,113
Value$818.1K
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares7,813 from 7,813
Change0 (0%)
Value$895.4K ($0)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares7,663 from 7,943
Change-280 (-4%)
Value$772.7K (-$137.6K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares7,660 from 7,807
Change-147 (-2%)
Value$772.5K (-$122.2K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares7,272 from 6,255
Change+1,017 (+16%)
Value$733.3K (+$16.4K)
Filed 2026-10-15
Imc-Chicago, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$705.9K (-$96.4K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares6,931 from 7,048
Change-117 (-2%)
Value$699.0K (-$108.8K)
Filed 2026-10-22
Mullooly Asset Management, Inc.
INCREASED
Shares6,889 from 6,871
Change+18 (+0%)
Value$694.6K (-$92.8K)
Filed 2026-10-30
Sharkey, Howes & Javer
INCREASED
Shares6,866 from 6,857
Change+9 (+0%)
Value$692.4K (-$93.5K)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares6,638 from 6,960
Change-322 (-5%)
Value$669.5K (-$128.3K)
Filed 2026-10-29
High Net Worth Advisory Group LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$645.4K (-$88.1K)
Filed 2026-10-26
Independence Bank of Kentucky
DECREASED
Shares5,942 from 6,032
Change-90 (-1%)
Value$599.2K (-$92.1K)
Filed 2026-10-26
Grant Private Wealth Management Inc
INCREASED
Shares5,829 from 4,127
Change+1,702 (+41%)
Value$587.8K (+$114.8K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares5,671 from 5,139
Change+532 (+10%)
Value$571.9K (-$17.1K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
NEW
Shares5,421
Change+5,421
Value$546.7K
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares5,407 from 5,899
Change-492 (-8%)
Value$545.2K (-$130.8K)
Filed 2026-10-26
Evanson Financial, LLC
INCREASED
Shares4,792 from 4,785
Change+7 (+0%)
Value$483.2K (-$65.2K)
Filed 2026-10-23
Fiduciary Alliance LLC
DECREASED
Shares4,521 from 4,731
Change-210 (-4%)
Value$455.9K (-$86.3K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares4,424 from 4,762
Change-338 (-7%)
Value$446 (-$545.6K)
Filed 2026-10-22
S&A Financial Services, Inc.
DECREASED
Shares4,341 from 4,553
Change-212 (-5%)
Value$437.7K (-$84.1K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
UNCHANGED
Shares4,311 from 4,311
Change0 (0%)
Value$434.7K (-$59.4K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares4,292 from 4,279
Change+13 (+0%)
Value$433 (-$57)
Filed 2026-10-27
NTV Asset Management LLC
UNCHANGED
Shares4,240 from 4,240
Change0 (0%)
Value$427.6K (-$58.4K)
Filed 2026-10-23
Quartz Partners, LLC
UNCHANGED
Shares4,114 from 4,114
Change0 (0%)
Value$414.9K (-$56.7K)
Filed 2026-11-03
Cottonwood Capital Advisors, LLC
DECREASED
Shares4,050 from 4,104
Change-54 (-1%)
Value$408.4K (-$62.0K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares3,853 from 3,805
Change+48 (+1%)
Value$388.6K (-$47.6K)
Filed 2026-10-29
Fort Washington Investment Advisors Inc
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$383.2K (-$52.3K)
Filed 2026-10-15
Indivisible Partners
NEW
Shares3,782
Change+3,782
Value$381.4K
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares3,539 from 3,448
Change+91 (+3%)
Value$357.0K (-$38.0K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares3,514 from 3,573
Change-59 (-2%)
Value$354.4K (-$55.1K)
Filed 2026-10-22
Lighthouse Financial LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$352.9K (-$48.2K)
Filed 2026-10-23
Weaver Consulting Group
DECREASED
Shares3,296 from 3,446
Change-150 (-4%)
Value$332.4K (-$62.6K)
Filed 2026-10-07
Lido Advisors, LLC
INCREASED
Shares3,118 from 2,217
Change+901 (+41%)
Value$314.5K (+$60.3K)
Filed 2026-11-04
Midwest Trust Co
DECREASED
Shares2,942 from 3,072
Change-130 (-4%)
Value$296.7K (-$55.4K)
Filed 2026-10-22
Madison Park Capital Advisors, LLC
NEW
Shares2,860
Change+2,860
Value$288.4K
Filed 2026-10-28
Forbes Financial Planning, Inc.
UNCHANGED
Shares2,859 from 2,859
Change0 (0%)
Value$288.3K (-$39.4K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,849 from 2,671
Change+178 (+7%)
Value$287.3K (-$18.8K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares2,760 from 2,713
Change+47 (+2%)
Value$278.3K (-$32.6K)
Filed 2026-10-20
Cornerstone Management, Inc.
UNCHANGED
Shares2,559 from 2,559
Change0 (0%)
Value$258.1K (-$35.2K)
Filed 2026-10-16
Cambiar Investors LLC
NEW
Shares2,551
Change+2,551
Value$257.2K
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$247.9K (-$33.8K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
INCREASED
Shares2,391 from 2,057
Change+334 (+16%)
Value$241.1K (+$5.4K)
Filed 2026-10-21
Royal Fund Management, LLC
DECREASED
Shares2,324 from 2,345
Change-21 (-1%)
Value$234.4K (-$34.5K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
DECREASED
Shares2,301 from 3,678
Change-1,377 (-37%)
Value$232.0K (-$195.6K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares2,212 from 1,655
Change+557 (+34%)
Value$235.5K (+$45.9K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares2,189 from 2,223
Change-34 (-2%)
Value$220.7K (-$34.0K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares2,176 from 2,173
Change+3 (+0%)
Value$219.4K (-$29.6K)
Filed 2026-10-29
TPG Advisors LLC
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$219.3K (-$30.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares2,169 from 1,920
Change+249 (+13%)
Value$218.8K (-$1.3K)
Filed 2026-10-08
Keystone Wealth Services, LLC
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$215.2K (-$27.7K)
Filed 2026-11-03
Rede Wealth, LLC
UNCHANGED
Shares2,074 from 2,074
Change0 (0%)
Value$209.1K (-$28.6K)
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares2,012 from 2,206
Change-194 (-9%)
Value$202.9K (-$49.8K)
Filed 2026-10-14
Advanced Asset Management Advisors Inc
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$162.2K (-$22.1K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares1,566 from 1,562
Change+4 (+0%)
Value$158 (-$21)
Filed 2026-10-02
US Bancorp \de\
INCREASED
Shares1,519 from 1,514
Change+5 (+0%)
Value$153.2K (-$20.3K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$148.2K (-$20.2K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
NEW
Shares996
Change+996
Value$100.4K
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares986 from 724
Change+262 (+36%)
Value$99.4K (+$16.5K)
Filed 2026-10-14
Westside Investment Management, Inc.
INCREASED
Shares850 from 630
Change+220 (+35%)
Value$85.7K (+$13.5K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares836 from 651
Change+185 (+28%)
Value$84.3K (+$9.7K)
Filed 2026-10-21
Entrust Financial LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$67.4K (-$9.2K)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$66.0K (-$9.0K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares656 from 760
Change-104 (-14%)
Value$66.2K (-$21.0K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares605 from 601
Change+4 (+1%)
Value$61.0K (-$7.9K)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$60.8K (-$8.3K)
Filed 2026-10-21
Parallel Advisors, LLC
NEW
Shares507
Change+507
Value$51.1K
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares500 from 7,130
Change-6,630 (-93%)
Value$50.4K (-$766.8K)
Filed 2026-10-28
Security National Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$50.4K (-$6.9K)
Filed 2026-10-26
Blueline Advisors LLC
DECREASED
Shares499 from 515
Change-16 (-3%)
Value$50.3K (-$8.7K)
Filed 2026-10-15
Davis Capital Management
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$47.0K (-$6.4K)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares420
Change+420
Value$42.4K
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares405 from 411
Change-6 (-1%)
Value$40.8K (-$6.3K)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares375 from 575
Change-200 (-35%)
Value$37.8K (-$28.1K)
Filed 2026-11-04
Concord Wealth Partners
INCREASED
Shares368 from 366
Change+2 (+1%)
Value$37.1K (-$4.8K)
Filed 2026-11-02
Hilltop National Bank
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$36.9K (-$5.0K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$35.9K (-$4.9K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares346 from 344
Change+2 (+1%)
Value$34.9K (-$4.5K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares252 from 251
Change+1 (+0%)
Value$25.4K (-$3.3K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$21.6K (-$2.9K)
Filed 2026-10-30
Asset Dedication, LLC
DECREASED
Shares202 from 325
Change-123 (-38%)
Value$20.4K (-$16.9K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares155 from 154
Change+1 (+1%)
Value$15.6K (-$2.0K)
Filed 2026-10-29
Lanark Financial, Inc.
INCREASED
Shares101 from 43
Change+58 (+135%)
Value$10.2K (+$5.3K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.0K (+$10.0K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
NEW
Shares93
Change+93
Value$9.5K
Filed 2026-11-04
High Point Wealth Management, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$7.5K (-$969)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares60 from 59
Change+1 (+2%)
Value$6.1K (-$788)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.6K (-$771)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.5K (-$758)
Filed 2026-10-28
Armstrong Advisory Group, Inc
DECREASED
Shares50 from 55
Change-5 (-9%)
Value$5.0K (-$1.3K)
Filed 2026-10-09
Evermay Wealth Management LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.9K (-$674)
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.3K (-$555)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.2K (-$305)
Filed 2026-10-02
Washington Trust Advisors, Inc.
NEW
Shares19
Change+19
Value$1.9K
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares15
Change+15
Value$1.5K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.1K (-$152)
Filed 2026-10-20
Saxony Capital Management, LLC
CLOSED
Shares0 from 6,898
Change-6,898 (-100%)
Value$0 (-$790.6K)
Filed 2026-10-15
Virtue Capital Management, LLC
CLOSED
Shares0 from 3,848
Change-3,848 (-100%)
Value$0 (-$441.0K)
Filed 2026-10-29
Simplicity Wealth,LLC
CLOSED
Shares0 from 2,860
Change-2,860 (-100%)
Value$0 (-$327.8K)
Filed 2026-10-23
Greenspring Advisors, LLC
CLOSED
Shares0 from 2,587
Change-2,587 (-100%)
Value$0 (-$296.5K)
Filed 2026-11-05
First Heartland Consultants, Inc.
CLOSED
Shares0 from 2,051
Change-2,051 (-100%)
Value$0 (-$235.1K)
Filed 2026-10-08
Beacon Financial Advisory LLC
CLOSED
Shares0 from 1,998
Change-1,998 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-16
Mission Wealth Management, LP
CLOSED
Shares0 from 1,976
Change-1,976 (-100%)
Value$0 (-$226.5K)
Filed 2026-10-15
Modera Wealth Management, LLC
CLOSED
Shares0 from 1,971
Change-1,971 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-28
Sun Group Wealth Partners
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$222.8K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 1,932
Change-1,932 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-13
Meridian Wealth Management, LLC
CLOSED
Shares0 from 1,872
Change-1,872 (-100%)
Value$0 (-$214.5K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 1,835
Change-1,835 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-03
Saxon Interests, Inc.
CLOSED
Shares0 from 1,823
Change-1,823 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-26
Helium Advisors LLC
CLOSED
Shares0 from 1,781
Change-1,781 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-23
Sterling Capital Management LLC
CLOSED
Shares0 from 770
Change-770 (-100%)
Value$0 (-$88.3K)
Filed 2026-10-22
Tsfg, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$34)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$16.6K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$11.3K)
Filed 2026-11-02
Destination Wealth Management
N/A
Shares— from 605,045
Change-605,045 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 580,329
Change-580,329 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 531,947
Change-531,947 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 401,558
Change-401,558 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 203,313
Change-203,313 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 173,885
Change-173,885 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 171,781
Change-171,781 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 127,590
Change-127,590 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 107,355
Change-107,355 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 102,592
Change-102,592 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 96,376
Change-96,376 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 95,061
Change-95,061 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 88,178
Change-88,178 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 86,376
Change-86,376 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 64,158
Change-64,158 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 58,261
Change-58,261 (-100%)
Value—
UBS Group AG
N/A
Shares— from 52,695
Change-52,695 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 52,616
Change-52,616 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 50,061
Change-50,061 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 48,299
Change-48,299 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 45,058
Change-45,058 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 35,806
Change-35,806 (-100%)
Value—
Prudential PLC
N/A
Shares— from 32,900
Change-32,900 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,856
Change-32,856 (-100%)
Value—
Croban
N/A
Shares— from 32,554
Change-32,554 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 31,294
Change-31,294 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 30,881
Change-30,881 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 28,079
Change-28,079 (-100%)
Value—
Stephens Inc
N/A
Shares— from 24,128
Change-24,128 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 23,579
Change-23,579 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 23,025
Change-23,025 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,891
Change-22,891 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 21,826
Change-21,826 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 21,036
Change-21,036 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,771
Change-20,771 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 19,645
Change-19,645 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,043
Change-18,043 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,957
Change-17,957 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,909
Change-17,909 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,048
Change-17,048 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 15,455
Change-15,455 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,216
Change-14,216 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 13,809
Change-13,809 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,175
Change-13,175 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,159
Change-13,159 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 12,960
Change-12,960 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,796
Change-11,796 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 11,772
Change-11,772 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,906
Change-10,906 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,225
Change-10,225 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,041
Change-9,041 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 8,065
Change-8,065 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,675
Change-6,675 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,847
Change-5,847 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,169
Change-5,169 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
&partners
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Central Trust Co
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 980
Change-980 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 883
Change-883 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 752
Change-752 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 700
Change-700 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 700
Change-700 (-100%)
Value—
Blair William & Co
N/A
Shares— from 683
Change-683 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 600
Change-600 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 407
Change-407 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 295
Change-295 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 233
Change-233 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 212
Change-212 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 200
Change-200 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 165
Change-165 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 150
Change-150 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 55
Change-55 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 33
Change-33 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Sovran Advisors, LLC
INCREASED90,19665,724+24,472+37%$7.6M$9.9M+$2.4M2026-11-02
Citigroup Inc
INCREASED87,734705+87,029+12345%$80.8K$8.8M+$8.8M2026-11-04
Commonwealth Equity Services, LLC
INCREASED86,08885,917+171+0%$9.8M$8.7M-$1.2M2026-11-02
Arrien Investments, Inc.
INCREASED72,32370,480+1,843+3%$8.1M$7.3M-$784.7K2026-10-30
Truist Financial Corp
DECREASED53,58054,033-453-1%$6.2M$5.4M-$789.8K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED45,60644,649+957+2%$5.1M$4.6K-$5.1M2026-11-02
Forte Asset Management LLC
DECREASED43,10052,430-9,330-18%$6.0M$4.3M-$1.7M2026-10-13
Prospera Financial Services Inc
INCREASED34,87334,638+235+1%$4.0M$3.9M-$99.3K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED27,95228,490-538-2%$3.3M$2.8M-$446.6K2026-11-05
Wealthstar Advisors, LLC
INCREASED23,85819,001+4,857+26%$2.2M$2.4M+$228.2K2026-10-19
TD Waterhouse Canada Inc.
INCREASED23,7338,055+15,678+195%$911.3K$2.4M+$1.5M2026-10-16
Advisors Management Group Inc
DECREASED20,49420,986-492-2%$2.4M$2.1M-$339.0K2026-11-05
BOS Asset Management, LLC
DECREASED18,04518,098-530%$2.1M$1.8M-$254.6K2026-10-09
Everett Harris & Co
DECREASED17,86417,934-700%$2.1M$1.8M-$254.0K2026-10-28
First Citizens Financial Corp
DECREASED16,72916,786-570%$1.9M$1.7M-$236.9K2026-10-02
D.A. Davidson & Co.
DECREASED16,22816,281-530%$1.9M$1.6M-$229.5K2026-10-28
Bank of New York Mellon Corp
INCREASED14,8615,494+9,367+171%$629.6K$1.5M+$869.0K2026-11-05
Fifth Third Securities, Inc.
INCREASED14,50711,830+2,677+23%$1.4M$1.5M+$107.1K2026-10-21
Essex LLC
DECREASED13,36813,540-172-1%$1.6M$1.3M-$203.8K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED12,85813,427-569-4%$1.5M$1.3M-$199.0K2026-10-13
Miller Howard Investments Inc
NEW11,763—+11,763——$1.2M—2026-10-26
Mlp3, LLC
INCREASED10,6059,284+1,321+14%$1.1M$1.1M+$5.3K2026-10-22
HBW Advisory Services LLC
INCREASED8,8936,882+2,011+29%$788.7K$896.8K+$108.0K2026-10-15
Sigma Planning Corp
INCREASED8,8258,473+352+4%$971.1K$890.0K-$81.2K2026-10-23
Kestra Advisory Services, LLC
INCREASED8,3158,296+19+0%$950.8K$838.5K-$112.3K2026-11-02
StoneX Group Inc.
NEW8,234—+8,234——$856.1K—2026-11-03
Bright Futures Wealth Management, Llc.
NEW8,113—+8,113——$818.1K—2026-10-23
PKS Advisory Services, LLC
UNCHANGED7,8137,81300%$895.4K$895.4K$02026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED7,6637,943-280-4%$910.3K$772.7K-$137.6K2026-10-13
Independent Financial Group, LLC
DECREASED7,6607,807-147-2%$894.7K$772.5K-$122.2K2026-10-13
Atria Investments, Inc
INCREASED7,2726,255+1,017+16%$716.9K$733.3K+$16.4K2026-10-15
Imc-Chicago, LLC
UNCHANGED7,0007,00000%$802.3K$705.9K-$96.4K2026-11-05
Capital Investment Advisors, LLC
DECREASED6,9317,048-117-2%$807.8K$699.0K-$108.8K2026-10-22
Mullooly Asset Management, Inc.
INCREASED6,8896,871+18+0%$787.4K$694.6K-$92.8K2026-10-30
Sharkey, Howes & Javer
INCREASED6,8666,857+9+0%$785.9K$692.4K-$93.5K2026-10-22
Gerber Kawasaki Wealth & Investment Management
DECREASED6,6386,960-322-5%$797.7K$669.5K-$128.3K2026-10-29
High Net Worth Advisory Group LLC
UNCHANGED6,4006,40000%$733.5K$645.4K-$88.1K2026-10-26
Independence Bank of Kentucky
DECREASED5,9426,032-90-1%$691.3K$599.2K-$92.1K2026-10-26
Grant Private Wealth Management Inc
INCREASED5,8294,127+1,702+41%$473.0K$587.8K+$114.8K2026-10-19
Creative Planning
INCREASED5,6715,139+532+10%$589.0K$571.9K-$17.1K2026-11-02
Kingswood Wealth Advisors, LLC
NEW5,421—+5,421——$546.7K—2026-10-23
Oppenheimer & Co Inc
DECREASED5,4075,899-492-8%$676.1K$545.2K-$130.8K2026-10-26
Evanson Financial, LLC
INCREASED4,7924,785+7+0%$548.4K$483.2K-$65.2K2026-10-23
Fiduciary Alliance LLC
DECREASED4,5214,731-210-4%$542.3K$455.9K-$86.3K2026-10-13
Wedbush Securities Inc
DECREASED4,4244,762-338-7%$546.0K$446-$545.6K2026-10-22
S&A Financial Services, Inc.
DECREASED4,3414,553-212-5%$521.8K$437.7K-$84.1K2026-11-03
Legacy Wealth Partners, LLC
UNCHANGED4,3114,31100%$494.1K$434.7K-$59.4K2026-10-15
Capital Advisors, Ltd. LLC
INCREASED4,2924,279+13+0%$490$433-$572026-10-27
NTV Asset Management LLC
UNCHANGED4,2404,24000%$485.9K$427.6K-$58.4K2026-10-23
Quartz Partners, LLC
UNCHANGED4,1144,11400%$471.5K$414.9K-$56.7K2026-11-03
Cottonwood Capital Advisors, LLC
DECREASED4,0504,104-54-1%$470.3K$408.4K-$62.0K2026-10-20
Vise Technologies, Inc.
INCREASED3,8533,805+48+1%$436.1K$388.6K-$47.6K2026-10-29
Fort Washington Investment Advisors Inc
UNCHANGED3,8003,80000%$435.5K$383.2K-$52.3K2026-10-15
Indivisible Partners
NEW3,782—+3,782——$381.4K—2026-10-26
Thrivent Financial for Lutherans
INCREASED3,5393,448+91+3%$395.0K$357.0K-$38.0K2026-11-05
Brookstone Capital Management
DECREASED3,5143,573-59-2%$409.5K$354.4K-$55.1K2026-10-22
Lighthouse Financial LLC
UNCHANGED3,5003,50000%$401.1K$352.9K-$48.2K2026-10-23
Weaver Consulting Group
DECREASED3,2963,446-150-4%$395.0K$332.4K-$62.6K2026-10-07
Lido Advisors, LLC
INCREASED3,1182,217+901+41%$254.1K$314.5K+$60.3K2026-11-04
Midwest Trust Co
DECREASED2,9423,072-130-4%$352.1K$296.7K-$55.4K2026-10-22
Madison Park Capital Advisors, LLC
NEW2,860—+2,860——$288.4K—2026-10-28
Forbes Financial Planning, Inc.
UNCHANGED2,8592,85900%$327.7K$288.3K-$39.4K2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED2,8492,671+178+7%$306.1K$287.3K-$18.8K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED2,7602,713+47+2%$311.0K$278.3K-$32.6K2026-10-20
Cornerstone Management, Inc.
UNCHANGED2,5592,55900%$293.3K$258.1K-$35.2K2026-10-16
Cambiar Investors LLC
NEW2,551—+2,551——$257.2K—2026-11-04
North Star Investment Management Corp.
UNCHANGED2,4582,45800%$281.7K$247.9K-$33.8K2026-10-27
Wealthcare Advisory Partners LLC
INCREASED2,3912,057+334+16%$235.8K$241.1K+$5.4K2026-10-21
Royal Fund Management, LLC
DECREASED2,3242,345-21-1%$268.8K$234.4K-$34.5K2026-10-22
B. Riley Wealth Advisors, Inc.
DECREASED2,3013,678-1,377-37%$427.6K$232.0K-$195.6K2026-10-13
AdvisorNet Financial, Inc
INCREASED2,2121,655+557+34%$189.6K$235.5K+$45.9K2026-10-15
Apollon Wealth Management, LLC
DECREASED2,1892,223-34-2%$254.8K$220.7K-$34.0K2026-10-23
XML Financial, LLC
INCREASED2,1762,173+3+0%$249.1K$219.4K-$29.6K2026-10-29
TPG Advisors LLC
UNCHANGED2,1752,17500%$249.3K$219.3K-$30.0K2026-10-16
Farther Finance Advisors, LLC
INCREASED2,1691,920+249+13%$220.1K$218.8K-$1.3K2026-10-08
Keystone Wealth Services, LLC
UNCHANGED2,1202,12000%$243.0K$215.2K-$27.7K2026-11-03
Rede Wealth, LLC
UNCHANGED2,0742,07400%$237.7K$209.1K-$28.6K2026-10-22
Davenport & Co LLC
DECREASED2,0122,206-194-9%$252.8K$202.9K-$49.8K2026-10-14
Advanced Asset Management Advisors Inc
UNCHANGED1,6081,60800%$184.3K$162.2K-$22.1K2026-10-20
CX Institutional
INCREASED1,5661,562+4+0%$179$158-$212026-10-02
US Bancorp \de\
INCREASED1,5191,514+5+0%$173.5K$153.2K-$20.3K2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,4701,47000%$168.5K$148.2K-$20.2K2026-10-20
Laurel Wealth Advisors LLC
NEW996—+996——$100.4K—2026-10-27
Mather Group, Llc.
INCREASED986724+262+36%$83.0K$99.4K+$16.5K2026-10-14
Westside Investment Management, Inc.
INCREASED850630+220+35%$72.2K$85.7K+$13.5K2026-11-02
Assetmark, Inc
INCREASED836651+185+28%$74.6K$84.3K+$9.7K2026-10-21
Entrust Financial LLC
UNCHANGED66966900%$76.6K$67.4K-$9.2K2026-11-04
Avion Wealth
UNCHANGED66066000%$75.0K$66.0K-$9.0K2026-11-04
CoreCap Advisors, LLC
DECREASED656760-104-14%$87.1K$66.2K-$21.0K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED605601+4+1%$68.9K$61.0K-$7.9K2026-10-30
Trust Co of Vermont
UNCHANGED60360300%$69.1K$60.8K-$8.3K2026-10-21
Parallel Advisors, LLC
NEW507—+507——$51.1K—2026-11-03
Buck Wealth Strategies, LLC
DECREASED5007,130-6,630-93%$817.2K$50.4K-$766.8K2026-10-28
Security National Bank
UNCHANGED50050000%$57.3K$50.4K-$6.9K2026-10-26
Blueline Advisors LLC
DECREASED499515-16-3%$59.0K$50.3K-$8.7K2026-10-15
Davis Capital Management
UNCHANGED46646600%$53.4K$47.0K-$6.4K2026-10-08
Rossby Financial, LCC
NEW420—+420——$42.4K—2026-11-05
IFP Advisors, Inc
DECREASED405411-6-1%$47.1K$40.8K-$6.3K2026-10-16
AlphaCore Capital LLC
DECREASED375575-200-35%$65.9K$37.8K-$28.1K2026-11-04
Concord Wealth Partners
INCREASED368366+2+1%$41.9K$37.1K-$4.8K2026-11-02
Hilltop National Bank
UNCHANGED36636600%$41.9K$36.9K-$5.0K2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED35635600%$40.8K$35.9K-$4.9K2026-10-15
Signaturefd, LLC
INCREASED346344+2+1%$39.4K$34.9K-$4.5K2026-10-23
Larson Financial Group LLC
INCREASED252251+1+0%$28.7K$25.4K-$3.3K2026-11-05
Provenance Wealth Advisors, LLC
UNCHANGED21421400%$24.5K$21.6K-$2.9K2026-10-30
Asset Dedication, LLC
DECREASED202325-123-38%$37.2K$20.4K-$16.9K2026-11-03
Signature Equity Partners, LLC
INCREASED155154+1+1%$17.6K$15.6K-$2.0K2026-10-29
Lanark Financial, Inc.
INCREASED10143+58+135%$4.9K$10.2K+$5.3K2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED10010000%$11$10.0K+$10.0K2026-11-04
Allspring Global Investments Holdings, LLC
NEW93—+93——$9.5K—2026-11-04
High Point Wealth Management, LLC
UNCHANGED747400%$8.4K$7.5K-$9692026-11-05
Golden State Wealth Management, LLC
INCREASED6059+1+2%$6.9K$6.1K-$7882026-11-02
Triumph Capital Management
UNCHANGED565600%$6.4K$5.6K-$7712026-10-14
Evolution Wealth Management Inc.
UNCHANGED555500%$6.3K$5.5K-$7582026-10-28
Armstrong Advisory Group, Inc
DECREASED5055-5-9%$6.3K$5.0K-$1.3K2026-10-09
Evermay Wealth Management LLC
UNCHANGED494900%$5.6K$4.9K-$6742026-11-05
Archer Investment Corp
UNCHANGED424200%$4.8K$4.3K-$5552026-11-05
Versant Capital Management, Inc
UNCHANGED222200%$2.5K$2.2K-$3052026-10-02
Washington Trust Advisors, Inc.
NEW19—+19——$1.9K—2026-10-22
Latitude Advisors, LLC
NEW15—+15——$1.5K—2026-10-27
Private Trust Co NA
UNCHANGED111100%$1.3K$1.1K-$1522026-10-20
Saxony Capital Management, LLC
CLOSED06,898-6,898-100%$790.6K$0-$790.6K2026-10-15
Virtue Capital Management, LLC
CLOSED03,848-3,848-100%$441.0K$0-$441.0K2026-10-29
Simplicity Wealth,LLC
CLOSED02,860-2,860-100%$327.8K$0-$327.8K2026-10-23
Greenspring Advisors, LLC
CLOSED02,587-2,587-100%$296.5K$0-$296.5K2026-11-05
First Heartland Consultants, Inc.
CLOSED02,051-2,051-100%$235.1K$0-$235.1K2026-10-08
Beacon Financial Advisory LLC
CLOSED01,998-1,998-100%$229.0K$0-$229.0K2026-10-16
Mission Wealth Management, LP
CLOSED01,976-1,976-100%$226.5K$0-$226.5K2026-10-15
Modera Wealth Management, LLC
CLOSED01,971-1,971-100%$225.9K$0-$225.9K2026-10-28
Sun Group Wealth Partners
CLOSED01,944-1,944-100%$222.8K$0-$222.8K2026-10-26
Signature Estate & Investment Advisors LLC
CLOSED01,932-1,932-100%$221.4K$0-$221.4K2026-10-13
Meridian Wealth Management, LLC
CLOSED01,872-1,872-100%$214.5K$0-$214.5K2026-11-05
Avantax Planning Partners, Inc.
CLOSED01,835-1,835-100%$210.3K$0-$210.3K2026-11-03
Saxon Interests, Inc.
CLOSED01,823-1,823-100%$208.9K$0-$208.9K2026-10-26
Helium Advisors LLC
CLOSED01,781-1,781-100%$204.1K$0-$204.1K2026-10-23
Sterling Capital Management LLC
CLOSED0770-770-100%$88.3K$0-$88.3K2026-10-22
Tsfg, LLC
CLOSED0300-300-100%$34$0-$342026-10-23
Tucker Asset Management LLC
CLOSED0149-149-100%$17.1K$0-$17.1K2026-10-29
Ashton Thomas Private Wealth, LLC
CLOSED0145-145-100%$16.6K$0-$16.6K2026-11-03
Commonwealth Retirement Investments LLC
CLOSED0131-131-100%$15.0K$0-$15.0K2026-10-26
International Assets Investment Management, LLC
CLOSED0100-100-100%$11.3K$0-$11.3K2026-11-02
Destination Wealth Management
N/A—605,045-605,045-100%$69.3M———
Morgan Stanley
N/A—580,329-580,329-100%$66.5M———
Bank of America Corp
N/A—531,947-531,947-100%$61.0M———
LPL Financial LLC
N/A—401,558-401,558-100%$46.0M———
Royal Bank of Canada
N/A—203,313-203,313-100%$23.3M———
Steward Partners Investment Advisory, LLC
N/A—173,885-173,885-100%$19.9M———
Wells Fargo & Company
N/A—171,781-171,781-100%$19.7M———
Raymond James Financial Inc
N/A—127,590-127,590-100%$14.6M———
Lbmc Investment Advisors, LLC
N/A—107,355-107,355-100%$12.3M———
Cetera Investment Advisers
N/A—102,592-102,592-100%$11.8M———
Susquehanna International Group, LLP
N/A—96,376-96,376-100%$11.0M———
Envestnet Asset Management Inc
N/A—95,061-95,061-100%$10.9M———
Ameriprise Financial Inc
N/A—88,178-88,178-100%$10.1M———
Osaic Holdings, Inc.
N/A—86,376-86,376-100%$9.9M———
Pgim Custom Harvest LLC
N/A—64,158-64,158-100%$7.4M———
Goldman Sachs Group Inc
N/A—58,261-58,261-100%$6.7M———
UBS Group AG
N/A—52,695-52,695-100%$6.0M———
First National Bank of Omaha
N/A—52,616-52,616-100%$6.1M———
MML Investors Services, LLC
N/A—50,061-50,061-100%$5.7M———
Jones Financial Companies Lllp
N/A—48,299-48,299-100%$5.6M———
Northwestern Mutual Wealth Management Co
N/A—45,058-45,058-100%$5.2M———
Sanctuary Advisors, LLC
N/A—35,806-35,806-100%$4.1M———
Prudential PLC
N/A—32,900-32,900-100%$3.8M———
JPMorgan Chase & Co
N/A—32,856-32,856-100%$3.8M———
Croban
N/A—32,554-32,554-100%$3.7M———
Quadrature Capital Ltd
N/A—31,294-31,294-100%$3.6M———
Equitable Holdings, Inc.
N/A—30,881-30,881-100%$3.5M———
XTX Topco Ltd
N/A—28,079-28,079-100%$3.2M———
Stephens Inc
N/A—24,128-24,128-100%$2.8M———
Arete Wealth Advisors, LLC
N/A—23,579-23,579-100%$2.7M———
Stifel Financial Corp
N/A—23,025-23,025-100%$2.6M———
Private Advisor Group, LLC
N/A—22,891-22,891-100%$2.6M———
D. E. Shaw & Co., Inc.
N/A—21,826-21,826-100%$2.5M———
PNC Financial Services Group, Inc.
N/A—21,036-21,036-100%$2.4M———
Citadel Advisors LLC
N/A—20,771-20,771-100%$2.4M———
Huntington National Bank
N/A—19,645-19,645-100%$2.3M———
Waverly Advisors, LLC
N/A—18,043-18,043-100%$2.1M———
Cerity Partners LLC
N/A—17,957-17,957-100%$2.1M———
Harbour Investments, Inc.
N/A—17,909-17,909-100%$2.1M———
Beacon Pointe Advisors, LLC
N/A—17,048-17,048-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—16,207-16,207-100%$1.9M———
WealthCare Investment Partners, LLC
N/A—15,455-15,455-100%$1.8M———
HighTower Advisors, LLC
N/A—14,216-14,216-100%$1.6M———
Fifth Third Bancorp
N/A—13,809-13,809-100%$1.6M———
Bank of Montreal
N/A—13,175-13,175-100%$1.5M———
Arax Advisory Partners
N/A—13,159-13,159-100%$1.5M———
Zurich Insurance Group Ltd
N/A—12,960-12,960-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—11,796-11,796-100%$1.4M———
Geneos Wealth Management Inc.
N/A—11,772-11,772-100%$1.3M———
Jaffetilchin Investment Partners, LLC
N/A—10,906-10,906-100%$1.2M———
Holderness Investments Co
N/A—10,388-10,388-100%$1.2M———
FMR LLC
N/A—10,225-10,225-100%$1.2M———
Quantinno Capital Management LP
N/A—9,041-9,041-100%$1.0M———
Franklin Resources Inc
N/A—8,280-8,280-100%$949.0K———
Wealth Management Associates, Inc.
N/A—8,147-8,147-100%$933.7K———
Westerkirk Capital Inc.
N/A—8,065-8,065-100%$924.3K———
Arkadios Wealth Advisors
N/A—7,981-7,981-100%$914.7K———
Ridge Creek Global, Inc
N/A—7,824-7,824-100%$896.7K———
Simmons Bank
N/A—7,736-7,736-100%$886.6K———
Captrust Financial Advisors
N/A—7,379-7,379-100%$845.8K———
Garrison Point Advisors, LLC
N/A—6,675-6,675-100%$765.0K———
NewEdge Advisors, LLC
N/A—6,383-6,383-100%$731.5K———
Mercer Global Advisors Inc
N/A—6,220-6,220-100%$712.8K———
HRT Financial LP
N/A—5,847-5,847-100%$670.0K———
Retirement Management Systems Inc.
N/A—5,537-5,537-100%$634.7K———
Flow Traders U.S. LLC
N/A—5,398-5,398-100%$619.0K———
Mutual Advisors, LLC
N/A—5,227-5,227-100%$599.1K———
Schnieders Capital Management, Llc.
N/A—5,200-5,200-100%$596.0K———
Merit Financial Group, LLC
N/A—5,169-5,169-100%$592.4K———
Rockefeller Capital Management L.P.
N/A—5,131-5,131-100%$588.1K———
Peapack Gladstone Financial Corp
N/A—4,860-4,860-100%$557.0K———
Empirical Asset Management, LLC
N/A—4,260-4,260-100%$488.2K———
Hancock Whitney Corp
N/A—4,109-4,109-100%$470.9K———
Madden Advisory Services, Inc.
N/A—4,104-4,104-100%$470.4K———
Brookwood Investment Group LLC
N/A—4,079-4,079-100%$467.5K———
Adams Wealth Management
N/A—4,019-4,019-100%$460.6K———
CacheTech Inc.
N/A—4,019-4,019-100%$460.6K———
Pinnacle Financial Partners, Inc.
N/A—3,922-3,922-100%$449.5K———
BFC Planning, Inc.
N/A—3,442-3,442-100%$394.4K———
Smith, Moore & Co.
N/A—3,416-3,416-100%$391.5K———
AQR Capital Management LLC
N/A—3,373-3,373-100%$386.6K———
Mariner, LLC
N/A—3,333-3,333-100%$382.0K———
Summit Financial, LLC
N/A—3,325-3,325-100%$381.1K———
Johnson Investment Counsel Inc
N/A—3,278-3,278-100%$375.7K———
United Capital Financial Advisors, LLC
N/A—3,256-3,256-100%$373.4K———
SEI Investments Co
N/A—3,212-3,212-100%$368.1K———
Advisory Alpha, LLC
N/A—3,070-3,070-100%$351.9K———
CIBC Bancorp USA Inc.
N/A—3,062-3,062-100%$350.9K———
Commerce Bank
N/A—3,025-3,025-100%$346.7K———
HSBC Holdings PLC
N/A—3,000-3,000-100%$343.8K———
Carl P. Sherr & Co., LLC
N/A—2,895-2,895-100%$331.8K———
Integrated Wealth Concepts LLC
N/A—2,871-2,871-100%$329.0K———
Moors & Cabot, Inc.
N/A—2,799-2,799-100%$320.7K———
Money Concepts Capital Corp
N/A—2,779-2,779-100%$318.5K———
EP Wealth Advisors, LLC
N/A—2,643-2,643-100%$302.9K———
Field & Main Bank
N/A—2,580-2,580-100%$295.7K———
Brown Advisory Inc
N/A—2,579-2,579-100%$295.6K———
Heritage Trust Co
N/A—2,558-2,558-100%$293.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,550-2,550-100%$292.3K———
Focus Partners Advisor Solutions, LLC
N/A—2,353-2,353-100%$269.7K———
Allworth Financial LP
N/A—2,207-2,207-100%$252.9K———
Picton Mahoney Asset Management
N/A—2,200-2,200-100%$252.1K———
Valmark Advisers, Inc.
N/A—2,111-2,111-100%$241.9K———
Jane Street Group, LLC
N/A—2,100-2,100-100%$240.7K———
Gotham Asset Management, LLC
N/A—2,096-2,096-100%$240.2K———
Caprock Group, LLC
N/A—2,028-2,028-100%$232.4K———
Principal Securities, Inc.
N/A—2,021-2,021-100%$231.7K———
O'shaughnessy Asset Management, LLC
N/A—2,001-2,001-100%$229.3K———
IHT Wealth Management, LLC
N/A—1,960-1,960-100%$224.6K———
Coastal Bridge Advisors, LLC
N/A—1,936-1,936-100%$221.9K———
Gladstone Institutional Advisory LLC
N/A—1,928-1,928-100%$221.0K———
Forum Finance Group S.A.
N/A—1,915-1,915-100%$177———
Davis R M Inc
N/A—1,900-1,900-100%$217.8K———
Wealthspire Advisors, LLC
N/A—1,888-1,888-100%$216.4K———
Cary Street Partners Financial LLC
N/A—1,880-1,880-100%$215.4K———
&partners
N/A—1,858-1,858-100%$213.0K———
OneDigital Investment Advisors LLC
N/A—1,753-1,753-100%$200.9K———
Stratos Investment Management, LLC
N/A—1,746-1,746-100%$200.2K———
Tyche Wealth Partners LLC
N/A—1,746-1,746-100%$200.1K———
Central Trust Co
N/A—1,664-1,664-100%$190.7K———
BlackRock, Inc.
N/A—1,552-1,552-100%$177.9K———
Global Retirement Partners, LLC
N/A—1,523-1,523-100%$174.5K———
Nova Wealth Management, Inc.
N/A—1,480-1,480-100%$169.6K———
AE Wealth Management LLC
N/A—1,302-1,302-100%$149.3K———
N.E.W. Advisory Services LLC
N/A—1,244-1,244-100%$142.6K———
Nalls Sherbakoff Group, LLC
N/A—1,179-1,179-100%$135.1K———
Capital Analysts, LLC
N/A—1,052-1,052-100%$121.0K———
FAS Wealth Partners, Inc.
N/A—980-980-100%$112.3K———
Milestone Investment Advisors LLC
N/A—940-940-100%$107.7K———
Fiduciary Financial Advisors
N/A—883-883-100%$101.3K———
Bartlett & Co. Wealth Management LLC
N/A—800-800-100%$91.7K———
Strategic Investment Solutions, Inc.
N/A—752-752-100%$86.2K———
SHP Wealth Management
N/A—700-700-100%$80.2K———
Glenmede Trust Co NA
N/A—700-700-100%$80.2K———
Blair William & Co
N/A—683-683-100%$78.3K———
UMB Bank, n.a.
N/A—675-675-100%$77.4K———
Colonial Trust Co / SC
N/A—600-600-100%$68.8K———
SOA Wealth Advisors, Llc.
N/A—407-407-100%$46.6K———
Matrix Private Capital Group LLC
N/A—400-400-100%$45.8K———
Beaird Harris Wealth Management, LLC
N/A—370-370-100%$42.4K———
Rice Partnership, LLC
N/A—358-358-100%$41.0K———
IFG Advisory, LLC
N/A—338-338-100%$38.8K———
WealthShield Partners, LLC
N/A—306-306-100%$35.1K———
Vanguard National Trust Co
N/A—295-295-100%$33.8K———
Strive Financial Group,LLC
N/A—274-274-100%$31.4K———
ST Germain D J Co Inc
N/A—233-233-100%$26.7K———
Qube Research & Technologies Ltd
N/A—212-212-100%$24.3K———
Synergy Investment Management, LLC
N/A—206-206-100%$23.7K———
Anchor Investment Management, LLC
N/A—205-205-100%$23.4K———
Ancora Advisors LLCA
N/A—200-200-100%$22.9K———
First Command Advisory Services, Inc.
N/A—183-183-100%$21.0K———
National Bank of Canada
N/A—165-165-100%$18.9K———
SouthState Bank Corp
N/A—150-150-100%$17.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—120-120-100%$13.7K———
Investors Portfolio Services LLC
N/A—103-103-100%$11.9K———
VSM Wealth Advisory, LLC
N/A—101-101-100%$11.6K———
HM Payson & Co
N/A—90-90-100%$10.3K———
Boyd Watterson Asset Management LLC
N/A—79-79-100%$9.1K———
Rialto Wealth Management, LLC
N/A—74-74-100%$8.5K———
Front Row Advisors LLC
N/A—68-68-100%$7.5K———
Smartleaf Asset Management LLC
N/A—67-67-100%$7.8K———
Founders Financial Alliance, LLC
N/A—57-57-100%$6.6K———
Brown Brothers Harriman & Co
N/A—55-55-100%$6.3K———
Winthrop Capital Management, LLC
N/A—53-53-100%$6———
Financial Life Planners
N/A—33-33-100%$3.7K———
Aptus Capital Advisors, LLC
N/A—25-25-100%$2.9K———
Showing 307 of 307 institutions