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Ishares U.S. Financial Servi (IYG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sagespring Wealth Partners, LLC
INCREASED
Shares766,039 from 739,777
Change+26,262 (+4%)
Value$68.9M (+$2.0M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares503,512 from 487,555
Change+15,957 (+3%)
Value$45.3M (+$1.2M)
Filed 2026-10-21
Kozak & Associates, Inc.
DECREASED
Shares251,856 from 305,432
Change-53,576 (-18%)
Value$23.6M (-$4.6M)
Filed 2026-10-29
Exchange Traded Concepts, LLC
NEW
Shares181,800
Change+181,800
Value$16.3M
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED
Shares147,151 from 148,491
Change-1,340 (-1%)
Value$13.2M (-$202.2K)
Filed 2026-10-05
Arkansas Financial Group, Inc.
DECREASED
Shares129,293 from 130,414
Change-1,121 (-1%)
Value$11.6M (-$172.5K)
Filed 2026-10-26
Howard Capital Management Group, LLC
DECREASED
Shares92,921 from 93,198
Change-277 (0%)
Value$8.4M (-$76.1K)
Filed 2026-10-16
Unique Wealth, LLC
INCREASED
Shares70,076 from 66,997
Change+3,079 (+5%)
Value$6.3M (+$240.0K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares67,282 from 65,846
Change+1,436 (+2%)
Value$6.0M (+$92.9K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares65,964 from 57,130
Change+8,834 (+15%)
Value$5.9M (+$762.9K)
Filed 2026-10-30
Centerline Wealth Advisors, LLC
INCREASED
Shares46,788 from 46,093
Change+695 (+2%)
Value$4.2M (+$37.1K)
Filed 2026-10-15
Forte Asset Management LLC
INCREASED
Shares46,227 from 45,898
Change+329 (+1%)
Value$4.2M (+$4.3K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares43,769 from 54,092
Change-10,323 (-19%)
Value$3.9M (-$958.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares38,576 from 3,715
Change+34,861 (+938%)
Value$3.5M (+$3.2M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares38,117 from 38,867
Change-750 (-2%)
Value$3.4M (-$88.9K)
Filed 2026-11-02
Diversified Enterprises, LLC
DECREASED
Shares30,698 from 30,843
Change-145 (0%)
Value$2.8M (-$30.0K)
Filed 2026-10-19
Fifth Third Securities, Inc.
DECREASED
Shares25,650 from 25,693
Change-43 (0%)
Value$2.3M (-$18.0K)
Filed 2026-10-21
Focus Financial Network, Inc.
DECREASED
Shares23,012 from 23,235
Change-223 (-1%)
Value$2.1M (-$32.9K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares22,688 from 21,779
Change+909 (+4%)
Value$2.0M (+$69.8K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares22,294 from 16,393
Change+5,901 (+36%)
Value$2.0M (+$521.6K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares20,856 from 20,836
Change+20 (+0%)
Value$1.9M (-$9.7K)
Filed 2026-10-29
Patten & Patten Inc
DECREASED
Shares20,826 from 21,176
Change-350 (-2%)
Value$1.9M (-$43.1K)
Filed 2026-10-26
AMG National Trust Bank
INCREASED
Shares19,315 from 19,094
Change+221 (+1%)
Value$1.7M (+$9.3K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares19,165 from 20,234
Change-1,069 (-5%)
Value$1.7M (-$107.2K)
Filed 2026-11-05
Omni 360 Wealth, Inc.
INCREASED
Shares17,326 from 16,775
Change+551 (+3%)
Value$1.6M (+$40.3K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED
Shares15,852 from 16,293
Change-441 (-3%)
Value$1.4M (-$48.6K)
Filed 2026-11-04
TritonPoint Partners, LLC
INCREASED
Shares13,018 from 5,467
Change+7,551 (+138%)
Value$1.2M (+$676.0K)
Filed 2026-11-05
Cottonwood Capital Advisors, LLC
DECREASED
Shares12,689 from 12,822
Change-133 (-1%)
Value$1.1M (-$19.0K)
Filed 2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares12,103 from 12,073
Change+30 (+0%)
Value$1.1M (-$3.9K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares11,656 from 10,812
Change+844 (+8%)
Value$1.0M (+$69.9K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED
Shares11,282 from 10,499
Change+783 (+7%)
Value$1.0M (+$64.6K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,723 from 7,247
Change+3,476 (+48%)
Value$976.5K (+$298.1K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,582 from 12,309
Change-1,727 (-14%)
Value$952 (-$1.1M)
Filed 2026-11-02
Prospera Financial Services Inc
UNCHANGED
Shares10,429 from 10,429
Change0 (0%)
Value$983.1K (+$39.5K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares9,492 from 11,752
Change-2,260 (-19%)
Value$853.5K (-$209.7K)
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares8,887 from 8,903
Change-16 (0%)
Value$799.1K (-$6.4K)
Filed 2026-11-05
Cordatus Wealth Management LLC
UNCHANGED
Shares8,256 from 8,256
Change0 (0%)
Value$742.4K (-$4.5K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares7,663 from 3,849
Change+3,814 (+99%)
Value$689.1K (+$340.9K)
Filed 2026-10-29
Quadrant Private Wealth Management, LLC
NEW
Shares7,148
Change+7,148
Value$642.7K
Filed 2026-11-04
Lakeshore Capital Group, Inc.
INCREASED
Shares7,130 from 6,891
Change+239 (+3%)
Value$641.1K (+$17.7K)
Filed 2026-10-20
Harbor Asset Planning, Inc.
INCREASED
Shares6,733 from 6,719
Change+14 (+0%)
Value$605.4K (-$2.5K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares6,563 from 5,253
Change+1,310 (+25%)
Value$599.1K (+$123.8K)
Filed 2026-11-03
Financial Partners Group, Inc
DECREASED
Shares6,549 from 6,922
Change-373 (-5%)
Value$588.9K (-$37.3K)
Filed 2026-10-19
Castle Rock Wealth Management, LLC
INCREASED
Shares6,325 from 6,322
Change+3 (+0%)
Value$575.3K (-$8.2K)
Filed 2026-10-09
Investmark Advisory Group LLC
INCREASED
Shares6,253 from 6,235
Change+18 (+0%)
Value$562.3K (-$1.8K)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares6,231 from 6,231
Change0 (0%)
Value$560.3K (-$3.4K)
Filed 2026-11-02
True Private Wealth Advisors
UNCHANGED
Shares6,207 from 6,207
Change0 (0%)
Value$558.1K (-$3.4K)
Filed 2026-10-19
Objective Capital Management, LLC
INCREASED
Shares5,869 from 5,867
Change+2 (+0%)
Value$527.7K (-$3.0K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares4,945 from 4,945
Change0 (0%)
Value$444.7K (-$2.7K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares4,761 from 3,336
Change+1,425 (+43%)
Value$428.2K (+$126.3K)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares4,599 from 4,589
Change+10 (+0%)
Value$413.6K (-$1.6K)
Filed 2026-10-23
Traveka Wealth, LLC
INCREASED
Shares4,561 from 3,990
Change+571 (+14%)
Value$410.2K (+$49.2K)
Filed 2026-10-19
PUREfi Wealth, LLC
INCREASED
Shares4,520 from 4,450
Change+70 (+2%)
Value$406.4K (+$3.8K)
Filed 2026-10-19
D.A. Davidson & Co.
UNCHANGED
Shares4,373 from 4,373
Change0 (0%)
Value$393.2K (-$2.4K)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
INCREASED
Shares4,344 from 3,528
Change+816 (+23%)
Value$390.6K (+$71.4K)
Filed 2026-10-19
Tritonpoint Wealth, LLC
DECREASED
Shares3,967 from 4,121
Change-154 (-4%)
Value$356.7K (-$16.1K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares3,878 from 3,874
Change+4 (+0%)
Value$361.9K (-$1.6K)
Filed 2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares3,826 from 3,816
Change+10 (+0%)
Value$344.1K (-$1.2K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,711 from 3,663
Change+48 (+1%)
Value$333.7K (+$2.3K)
Filed 2026-10-08
Wedbush Securities Inc
INCREASED
Shares3,563 from 3,543
Change+20 (+1%)
Value$320 (-$320.7K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED
Shares3,325 from 3,326
Change-1 (0%)
Value$299.0K (-$1.9K)
Filed 2026-10-13
Argos Wealth Advisors, LLC
UNCHANGED
Shares3,246 from 3,246
Change0 (0%)
Value$291.9K (-$1.8K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares3,217 from 2,931
Change+286 (+10%)
Value$289.3K (+$24.1K)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares3,213 from 3,213
Change0 (0%)
Value$288.9K (-$1.8K)
Filed 2026-11-03
Sensible Money, LLC
UNCHANGED
Shares3,213 from 3,213
Change0 (0%)
Value$288.9K (-$1.8K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares3,200 from 3,103
Change+97 (+3%)
Value$287.9K (+$1.5K)
Filed 2026-11-02
Wealth Forward, LLC
UNCHANGED
Shares3,165 from 3,165
Change0 (0%)
Value$284.6K (-$1.7K)
Filed 2026-10-14
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$273.1K (+$1.5K)
Filed 2026-11-04
Black Diamond Financial, LLC
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$263.6K (-$1.6K)
Filed 2026-10-26
Consolidated Capital Management, LLC
DECREASED
Shares2,885 from 2,948
Change-63 (-2%)
Value$259.4K (-$7.3K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares2,842 from 2,882
Change-40 (-1%)
Value$255.5K (-$5.2K)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares2,740 from 2,765
Change-25 (-1%)
Value$246.4K (-$3.8K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
NEW
Shares2,690
Change+2,690
Value$241.9K
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
NEW
Shares2,685
Change+2,685
Value$241.4K
Filed 2026-10-15
Clark Asset Management, LLC
UNCHANGED
Shares2,631 from 2,631
Change0 (0%)
Value$236.6K (-$1.4K)
Filed 2026-10-19
Apollon Wealth Management, LLC
UNCHANGED
Shares2,581 from 2,581
Change0 (0%)
Value$232.1K (-$1.4K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares2,571 from 2,272
Change+299 (+13%)
Value$231.2K (+$25.6K)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$215.8K (-$1.3K)
Filed 2026-11-02
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,379 from 2,379
Change0 (0%)
Value$213.9K (-$1.3K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares2,362
Change+2,362
Value$212.4K
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$210.4K (-$1.3K)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares2,284 from 2,222
Change+62 (+3%)
Value$205.4K (+$4.4K)
Filed 2026-10-28
Gamma Investing LLC
UNCHANGED
Shares2,123 from 2,123
Change0 (0%)
Value$190.9K (-$1.2K)
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares1,981
Change+1,981
Value$178.1K
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$164.1K (-$1.1K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares1,580 from 627
Change+953 (+152%)
Value$142.1K (+$85.3K)
Filed 2026-11-03
Mosley Wealth Management
INCREASED
Shares1,392 from 1,388
Change+4 (+0%)
Value$128.7K (+$3.1K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares1,328
Change+1,328
Value$119.4K
Filed 2026-10-21
Burk Holdings LLC
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$110.9K (-$679)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,056 from 1,050
Change+6 (+1%)
Value$95.0K (-$2.5K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares963 from 603
Change+360 (+60%)
Value$86.7K (+$31.0K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$80.9K (-$495)
Filed 2026-10-05
Citigroup Inc
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$76.4K (-$468)
Filed 2026-11-04
Activest Wealth Management
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$66.5K (-$407)
Filed 2026-10-15
Central Trust Co
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$64.7K (-$396)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares697 from 754
Change-57 (-8%)
Value$62.7K (-$5.5K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED
Shares654 from 652
Change+2 (+0%)
Value$58.8K (-$190)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares635 from 253
Change+382 (+151%)
Value$57.1K (+$34.2K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares633
Change+633
Value$56.9K
Filed 2026-10-27
3Chopt Investment Partners, LLC
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$52.2K (-$319)
Filed 2026-10-30
High Point Wealth Management, LLC
INCREASED
Shares546 from 544
Change+2 (+0%)
Value$49.1K (-$158)
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$48.8K (-$298)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares532 from 531
Change+1 (+0%)
Value$47.8K (-$233)
Filed 2026-10-20
Y.D. More Investments Ltd
DECREASED
Shares525 from 1,000
Change-475 (-47%)
Value$46.8K (-$43.0K)
Filed 2026-11-02
CoreCap Advisors, LLC
NEW
Shares514
Change+514
Value$46.2K
Filed 2026-10-08
AlphaCore Capital LLC
INCREASED
Shares501 from 500
Change+1 (+0%)
Value$45.1K (-$156)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares498 from 497
Change+1 (+0%)
Value$44.8K (-$220)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares493
Change+493
Value$44.3K
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$32.2K (+$1.3K)
Filed 2026-11-04
Roxbury Financial LLC
INCREASED
Shares304 from 303
Change+1 (+0%)
Value$27.4K (-$88)
Filed 2026-10-01
CX Institutional
INCREASED
Shares300 from 283
Change+17 (+6%)
Value$27 (+$1)
Filed 2026-10-02
Ascentis Independent Advisors
NEW
Shares287
Change+287
Value$25.8K
Filed 2026-11-03
Buck Wealth Strategies, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$25.6K (-$157)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares258
Change+258
Value$23.2K
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares254 from 253
Change+1 (+0%)
Value$22.8K (-$73)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$22.4K (-$137)
Filed 2026-10-23
Markowski Investments
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$21.5K (-$70)
Filed 2026-10-30
Monetary Solutions, Ltd
INCREASED
Shares222 from 162
Change+60 (+37%)
Value$20.0K (+$5.3K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares217
Change+217
Value$19.5K
Filed 2026-10-27
Mascoma Wealth Management LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$17.0K (-$104)
Filed 2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$14.2K (-$87)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$13.2K (-$81)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$11.2K (-$69)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$8.9K (-$55)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$7.6K (-$47)
Filed 2026-10-30
Olistico Wealth, LLC
NEW
Shares69
Change+69
Value$6.2K
Filed 2026-10-05
Polaris Financial Partners
NEW
Shares54
Change+54
Value$7
Filed 2026-10-02
Washington Trust Advisors, Inc.
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.4K (-$27)
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.4K (-$27)
Filed 2026-10-14
Beutel, Goodman & Co Ltd.
NEW
Shares35
Change+35
Value$3
Filed 2026-11-04
Thompson Investment Management, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.5K (-$8)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares27
Change+27
Value$2.4K
Filed 2026-11-02
Assetmark, Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.1K (-$13)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (-$9)
Filed 2026-11-02
JFS Wealth Advisors, LLC
NEW
Shares11
Change+11
Value$990
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$92 ($0)
Filed 2026-10-27
Park Avenue Securities LLC
CLOSED
Shares0 from 3,265
Change-3,265 (-100%)
Value$0 (-$295.0K)
Filed 2026-10-26
Promethium Advisors,llc
CLOSED
Shares0 from 2,240
Change-2,240 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-19
Pinnacle Financial Group, LLC / IL
CLOSED
Shares0 from 2,220
Change-2,220 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$40.7K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-29
Tsfg, LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$16)
Filed 2026-10-23
Evolution Wealth Management Inc.
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-28
Larson Financial Group LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$452)
Filed 2026-11-05
Dynasty Wealth Management, LLC
N/A
Shares— from 1,545,194
Change-1,545,194 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,523,347
Change-1,523,347 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,387,734
Change-1,387,734 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,224,738
Change-1,224,738 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,222,231
Change-1,222,231 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,088,602
Change-1,088,602 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 479,885
Change-479,885 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 461,178
Change-461,178 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 448,681
Change-448,681 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 436,095
Change-436,095 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 362,421
Change-362,421 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 344,920
Change-344,920 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 294,600
Change-294,600 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 196,911
Change-196,911 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 193,645
Change-193,645 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 155,400
Change-155,400 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 153,440
Change-153,440 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 145,844
Change-145,844 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 133,068
Change-133,068 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 119,266
Change-119,266 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 116,377
Change-116,377 (-100%)
Value—
UBS Group AG
N/A
Shares— from 111,801
Change-111,801 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 97,752
Change-97,752 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 96,853
Change-96,853 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 84,053
Change-84,053 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 72,600
Change-72,600 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 70,874
Change-70,874 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 69,435
Change-69,435 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 50,139
Change-50,139 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 47,831
Change-47,831 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 43,980
Change-43,980 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 43,756
Change-43,756 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 36,564
Change-36,564 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 35,200
Change-35,200 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 33,463
Change-33,463 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 31,430
Change-31,430 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 31,125
Change-31,125 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,741
Change-26,741 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,666
Change-24,666 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,320
Change-24,320 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,401
Change-23,401 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 22,812
Change-22,812 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 19,797
Change-19,797 (-100%)
Value—
Blair William & Co
N/A
Shares— from 18,973
Change-18,973 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,260
Change-18,260 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,727
Change-17,727 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,695
Change-16,695 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,019
Change-15,019 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,104
Change-13,104 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,062
Change-12,062 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,457
Change-11,457 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,019
Change-11,019 (-100%)
Value—
&partners
N/A
Shares— from 10,882
Change-10,882 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 10,692
Change-10,692 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,359
Change-10,359 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,198
Change-10,198 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,257
Change-9,257 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,254
Change-9,254 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 8,453
Change-8,453 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,261
Change-8,261 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,989
Change-7,989 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,444
Change-6,444 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,389
Change-6,389 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 5,758
Change-5,758 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,899
Change-4,899 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 677
Change-677 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 462
Change-462 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 425
Change-425 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 345
Change-345 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 240
Change-240 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 121
Change-121 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 105
Change-105 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 61
Change-61 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 57
Change-57 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Sagespring Wealth Partners, LLC
INCREASED766,039739,777+26,262+4%$66.9M$68.9M+$2.0M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED503,512487,555+15,957+3%$44.1M$45.3M+$1.2M2026-10-21
Kozak & Associates, Inc.
DECREASED251,856305,432-53,576-18%$28.2M$23.6M-$4.6M2026-10-29
Exchange Traded Concepts, LLC
NEW181,800—+181,800——$16.3M—2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED147,151148,491-1,340-1%$13.4M$13.2M-$202.2K2026-10-05
Arkansas Financial Group, Inc.
DECREASED129,293130,414-1,121-1%$11.8M$11.6M-$172.5K2026-10-26
Howard Capital Management Group, LLC
DECREASED92,92193,198-2770%$8.4M$8.4M-$76.1K2026-10-16
Unique Wealth, LLC
INCREASED70,07666,997+3,079+5%$6.1M$6.3M+$240.0K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED67,28265,846+1,436+2%$6.0M$6.0M+$92.9K2026-11-05
Truist Financial Corp
INCREASED65,96457,130+8,834+15%$5.2M$5.9M+$762.9K2026-10-30
Centerline Wealth Advisors, LLC
INCREASED46,78846,093+695+2%$4.2M$4.2M+$37.1K2026-10-15
Forte Asset Management LLC
INCREASED46,22745,898+329+1%$4.2M$4.2M+$4.3K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED43,76954,092-10,323-19%$4.9M$3.9M-$958.0K2026-10-16
AdvisorNet Financial, Inc
INCREASED38,5763,715+34,861+938%$336.1K$3.5M+$3.2M2026-10-15
Commonwealth Equity Services, LLC
DECREASED38,11738,867-750-2%$3.5M$3.4M-$88.9K2026-11-02
Diversified Enterprises, LLC
DECREASED30,69830,843-1450%$2.8M$2.8M-$30.0K2026-10-19
Fifth Third Securities, Inc.
DECREASED25,65025,693-430%$2.3M$2.3M-$18.0K2026-10-21
Focus Financial Network, Inc.
DECREASED23,01223,235-223-1%$2.1M$2.1M-$32.9K2026-10-14
Creative Planning
INCREASED22,68821,779+909+4%$2.0M$2.0M+$69.8K2026-11-02
Kestra Advisory Services, LLC
INCREASED22,29416,393+5,901+36%$1.5M$2.0M+$521.6K2026-11-02
Koshinski Asset Management, Inc.
INCREASED20,85620,836+20+0%$1.9M$1.9M-$9.7K2026-10-29
Patten & Patten Inc
DECREASED20,82621,176-350-2%$1.9M$1.9M-$43.1K2026-10-26
AMG National Trust Bank
INCREASED19,31519,094+221+1%$1.7M$1.7M+$9.3K2026-11-05
Fifth Third Bancorp
DECREASED19,16520,234-1,069-5%$1.8M$1.7M-$107.2K2026-11-05
Omni 360 Wealth, Inc.
INCREASED17,32616,775+551+3%$1.5M$1.6M+$40.3K2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED15,85216,293-441-3%$1.5M$1.4M-$48.6K2026-11-04
TritonPoint Partners, LLC
INCREASED13,0185,467+7,551+138%$494.6K$1.2M+$676.0K2026-11-05
Cottonwood Capital Advisors, LLC
DECREASED12,68912,822-133-1%$1.2M$1.1M-$19.0K2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
INCREASED12,10312,073+30+0%$1.1M$1.1M-$3.9K2026-10-29
US Bancorp \de\
INCREASED11,65610,812+844+8%$978.2K$1.0M+$69.9K2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED11,28210,499+783+7%$949.9K$1.0M+$64.6K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED10,7237,247+3,476+48%$678.4K$976.5K+$298.1K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED10,58212,309-1,727-14%$1.1M$952-$1.1M2026-11-02
Prospera Financial Services Inc
UNCHANGED10,42910,42900%$943.5K$983.1K+$39.5K2026-11-04
Oppenheimer & Co Inc
DECREASED9,49211,752-2,260-19%$1.1M$853.5K-$209.7K2026-10-26
WBH Advisory Inc
DECREASED8,8878,903-160%$805.5K$799.1K-$6.4K2026-11-05
Cordatus Wealth Management LLC
UNCHANGED8,2568,25600%$746.9K$742.4K-$4.5K2026-10-19
Vise Technologies, Inc.
INCREASED7,6633,849+3,814+99%$348.2K$689.1K+$340.9K2026-10-29
Quadrant Private Wealth Management, LLC
NEW7,148—+7,148——$642.7K—2026-11-04
Lakeshore Capital Group, Inc.
INCREASED7,1306,891+239+3%$623.4K$641.1K+$17.7K2026-10-20
Harbor Asset Planning, Inc.
INCREASED6,7336,719+14+0%$607.9K$605.4K-$2.5K2026-10-23
StoneX Group Inc.
INCREASED6,5635,253+1,310+25%$475.2K$599.1K+$123.8K2026-11-03
Financial Partners Group, Inc
DECREASED6,5496,922-373-5%$626.2K$588.9K-$37.3K2026-10-19
Castle Rock Wealth Management, LLC
INCREASED6,3256,322+3+0%$583.5K$575.3K-$8.2K2026-10-09
Investmark Advisory Group LLC
INCREASED6,2536,235+18+0%$564.1K$562.3K-$1.8K2026-10-27
Burke & Herbert Bank & Trust Co
UNCHANGED6,2316,23100%$563.7K$560.3K-$3.4K2026-11-02
True Private Wealth Advisors
UNCHANGED6,2076,20700%$561.5K$558.1K-$3.4K2026-10-19
Objective Capital Management, LLC
INCREASED5,8695,867+2+0%$530.7K$527.7K-$3.0K2026-10-13
Forvis Mazars Wealth Advisors, LLC
UNCHANGED4,9454,94500%$447.4K$444.7K-$2.7K2026-10-13
Lido Advisors, LLC
INCREASED4,7613,336+1,425+43%$301.9K$428.2K+$126.3K2026-11-04
Register Financial Advisors LLC
INCREASED4,5994,589+10+0%$415.2K$413.6K-$1.6K2026-10-23
Traveka Wealth, LLC
INCREASED4,5613,990+571+14%$361.0K$410.2K+$49.2K2026-10-19
PUREfi Wealth, LLC
INCREASED4,5204,450+70+2%$402.6K$406.4K+$3.8K2026-10-19
D.A. Davidson & Co.
UNCHANGED4,3734,37300%$395.6K$393.2K-$2.4K2026-10-28
Fairvoy Private Wealth, LLC
INCREASED4,3443,528+816+23%$319.2K$390.6K+$71.4K2026-10-19
Tritonpoint Wealth, LLC
DECREASED3,9674,121-154-4%$372.8K$356.7K-$16.1K2026-10-19
Chicago Partners Investment Group LLC
INCREASED3,8783,874+4+0%$363.5K$361.9K-$1.6K2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED3,8263,816+10+0%$345.2K$344.1K-$1.2K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED3,7113,663+48+1%$331.4K$333.7K+$2.3K2026-10-08
Wedbush Securities Inc
INCREASED3,5633,543+20+1%$321.0K$320-$320.7K2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED3,3253,326-10%$300.9K$299.0K-$1.9K2026-10-13
Argos Wealth Advisors, LLC
UNCHANGED3,2463,24600%$293.7K$291.9K-$1.8K2026-11-02
Sigma Planning Corp
INCREASED3,2172,931+286+10%$265.2K$289.3K+$24.1K2026-10-23
Asset Dedication, LLC
UNCHANGED3,2133,21300%$290.7K$288.9K-$1.8K2026-11-03
Sensible Money, LLC
UNCHANGED3,2133,21300%$290.7K$288.9K-$1.8K2026-10-20
International Assets Investment Management, LLC
INCREASED3,2003,103+97+3%$286.4K$287.9K+$1.5K2026-11-02
Wealth Forward, LLC
UNCHANGED3,1653,16500%$286.3K$284.6K-$1.7K2026-10-14
Union Bancaire Privee, UBP SA
UNCHANGED3,0003,00000%$271.6K$273.1K+$1.5K2026-11-04
Black Diamond Financial, LLC
UNCHANGED2,9312,93100%$265.2K$263.6K-$1.6K2026-10-26
Consolidated Capital Management, LLC
DECREASED2,8852,948-63-2%$266.7K$259.4K-$7.3K2026-10-13
Capital Investment Advisors, LLC
DECREASED2,8422,882-40-1%$260.8K$255.5K-$5.2K2026-10-22
Fiduciary Alliance LLC
DECREASED2,7402,765-25-1%$250.2K$246.4K-$3.8K2026-10-13
Laurel OAK Wealth Management, LLC
NEW2,690—+2,690——$241.9K—2026-10-19
Turtle Creek Wealth Advisors, LLC
NEW2,685—+2,685——$241.4K—2026-10-15
Clark Asset Management, LLC
UNCHANGED2,6312,63100%$238.0K$236.6K-$1.4K2026-10-19
Apollon Wealth Management, LLC
UNCHANGED2,5812,58100%$233.5K$232.1K-$1.4K2026-10-23
Davenport & Co LLC
INCREASED2,5712,272+299+13%$205.5K$231.2K+$25.6K2026-10-14
Adell Harriman & Carpenter Inc
UNCHANGED2,4002,40000%$217.1K$215.8K-$1.3K2026-11-02
Crescent Grove Advisors, LLC
UNCHANGED2,3792,37900%$215.2K$213.9K-$1.3K2026-10-21
Ashton Thomas Securities, LLC
NEW2,362—+2,362——$212.4K—2026-10-26
Prime Capital Investment Advisors, LLC
UNCHANGED2,3402,34000%$211.7K$210.4K-$1.3K2026-10-20
Interchange Capital Partners, LLC
INCREASED2,2842,222+62+3%$201.1K$205.4K+$4.4K2026-10-28
Gamma Investing LLC
UNCHANGED2,1232,12300%$192.1K$190.9K-$1.2K2026-10-08
Jacobi Capital Management LLC
NEW1,981—+1,981——$178.1K—2026-11-05
Lanark Financial, Inc.
UNCHANGED1,8251,82500%$165.1K$164.1K-$1.1K2026-10-26
Parallel Advisors, LLC
INCREASED1,580627+953+152%$56.8K$142.1K+$85.3K2026-11-03
Mosley Wealth Management
INCREASED1,3921,388+4+0%$125.6K$128.7K+$3.1K2026-10-16
Root Financial Partners, LLC
NEW1,328—+1,328——$119.4K—2026-10-21
Burk Holdings LLC
UNCHANGED1,2331,23300%$111.6K$110.9K-$6792026-11-05
Allspring Global Investments Holdings, LLC
INCREASED1,0561,050+6+1%$97.6K$95.0K-$2.5K2026-11-04
TD Waterhouse Canada Inc.
INCREASED963603+360+60%$55.6K$86.7K+$31.0K2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED90090000%$81.4K$80.9K-$4952026-10-05
Citigroup Inc
UNCHANGED85085000%$76.9K$76.4K-$4682026-11-04
Activest Wealth Management
UNCHANGED74074000%$66.9K$66.5K-$4072026-10-15
Central Trust Co
UNCHANGED72072000%$65.1K$64.7K-$3962026-11-05
TD Private Client Wealth LLC
DECREASED697754-57-8%$68.2K$62.7K-$5.5K2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED654652+2+0%$59.0K$58.8K-$1902026-10-27
Farther Finance Advisors, LLC
INCREASED635253+382+151%$22.9K$57.1K+$34.2K2026-10-08
Latitude Advisors, LLC
NEW633—+633——$56.9K—2026-10-27
3Chopt Investment Partners, LLC
UNCHANGED58058000%$52.5K$52.2K-$3192026-10-30
High Point Wealth Management, LLC
INCREASED546544+2+0%$49.2K$49.1K-$1582026-11-05
Mather Group, Llc.
UNCHANGED54354300%$49.1K$48.8K-$2982026-10-14
Physician Wealth Advisors, Inc.
INCREASED532531+1+0%$48.1K$47.8K-$2332026-10-20
Y.D. More Investments Ltd
DECREASED5251,000-475-47%$89.9K$46.8K-$43.0K2026-11-02
CoreCap Advisors, LLC
NEW514—+514——$46.2K—2026-10-08
AlphaCore Capital LLC
INCREASED501500+1+0%$45.2K$45.1K-$1562026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED498497+1+0%$45.0K$44.8K-$2202026-11-03
Rossby Financial, LCC
NEW493—+493——$44.3K—2026-11-05
Fairscale Capital, LLC
UNCHANGED34234200%$30.9K$32.2K+$1.3K2026-11-04
Roxbury Financial LLC
INCREASED304303+1+0%$27.4K$27.4K-$882026-10-01
CX Institutional
INCREASED300283+17+6%$26$27+$12026-10-02
Ascentis Independent Advisors
NEW287—+287——$25.8K—2026-11-03
Buck Wealth Strategies, LLC
UNCHANGED28528500%$25.8K$25.6K-$1572026-10-28
Balance Wealth Partners LLC
NEW258—+258——$23.2K—2026-10-27
Nfsg Corp
INCREASED254253+1+0%$22.9K$22.8K-$732026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED24924900%$22.5K$22.4K-$1372026-10-23
Markowski Investments
UNCHANGED23923900%$21.6K$21.5K-$702026-10-30
Monetary Solutions, Ltd
INCREASED222162+60+37%$14.7K$20.0K+$5.3K2026-10-22
Laurel Wealth Advisors LLC
NEW217—+217——$19.5K—2026-10-27
Mascoma Wealth Management LLC
UNCHANGED18918900%$17.1K$17.0K-$1042026-10-23
Indiana Trust & Investment Management Co
UNCHANGED15815800%$14.3K$14.2K-$872026-10-22
Moisand Fitzgerald Tamayo, LLC
UNCHANGED14714700%$13.3K$13.2K-$812026-10-15
Capital Investment Advisory Services, LLC
UNCHANGED12512500%$11.3K$11.2K-$692026-10-30
Golden State Wealth Management, LLC
UNCHANGED999900%$9.0K$8.9K-$552026-11-02
Spire Wealth Management
UNCHANGED858500%$7.7K$7.6K-$472026-10-30
Olistico Wealth, LLC
NEW69—+69——$6.2K—2026-10-05
Polaris Financial Partners
NEW54—+54——$7—2026-10-02
Washington Trust Advisors, Inc.
UNCHANGED494900%$4.4K$4.4K-$272026-10-22
Triumph Capital Management
UNCHANGED494900%$4.4K$4.4K-$272026-10-14
Beutel, Goodman & Co Ltd.
NEW35—+35——$3—2026-11-04
Thompson Investment Management, Inc.
UNCHANGED282800%$2.5K$2.5K-$82026-10-14
Heritage Family Offices, LLP
NEW27—+27——$2.4K—2026-11-02
Assetmark, Inc
UNCHANGED232300%$2.1K$2.1K-$132026-10-21
Key FInancial Inc
UNCHANGED181800%$1.6K$1.6K-$92026-11-02
JFS Wealth Advisors, LLC
NEW11—+11——$990—2026-11-03
Parkside Financial Bank & Trust
UNCHANGED1100%$92$92$02026-10-27
Park Avenue Securities LLC
CLOSED03,265-3,265-100%$295.0K$0-$295.0K2026-10-26
Promethium Advisors,llc
CLOSED02,240-2,240-100%$202.7K$0-$202.7K2026-10-19
Pinnacle Financial Group, LLC / IL
CLOSED02,220-2,220-100%$200.8K$0-$200.8K2026-10-29
Salem Investment Counselors Inc
CLOSED0450-450-100%$40.7K$0-$40.7K2026-10-13
Tucker Asset Management LLC
CLOSED0195-195-100%$17.6K$0-$17.6K2026-10-29
Tsfg, LLC
CLOSED0175-175-100%$16$0-$162026-10-23
Evolution Wealth Management Inc.
CLOSED032-32-100%$2.9K$0-$2.9K2026-10-28
Larson Financial Group LLC
CLOSED05-5-100%$452$0-$4522026-11-05
Dynasty Wealth Management, LLC
N/A—1,545,194-1,545,194-100%$139.8M———
RiverFront Investment Group, LLC
N/A—1,523,347-1,523,347-100%$137.8M———
Goldman Sachs Group Inc
N/A—1,387,734-1,387,734-100%$125.5M———
JPMorgan Chase & Co
N/A—1,224,738-1,224,738-100%$110.9M———
Envestnet Asset Management Inc
N/A—1,222,231-1,222,231-100%$110.6M———
Morgan Stanley
N/A—1,088,602-1,088,602-100%$98.5M———
Bank of America Corp
N/A—479,885-479,885-100%$43.4M———
Raymond James Financial Inc
N/A—461,178-461,178-100%$41.7M———
LPL Financial LLC
N/A—448,681-448,681-100%$40.6M———
Royal Bank of Canada
N/A—436,095-436,095-100%$39.5M———
Pgim Custom Harvest LLC
N/A—362,421-362,421-100%$32.8M———
Wells Fargo & Company
N/A—344,920-344,920-100%$31.2M———
Circle Wealth Management, LLC
N/A—294,600-294,600-100%$26.7M———
Janney Montgomery Scott LLC
N/A—196,911-196,911-100%$17.8M———
Bank of Montreal
N/A—193,645-193,645-100%$17.5M———
Two Sigma Investments, LP
N/A—155,400-155,400-100%$14.1M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—153,440-153,440-100%$13.9M———
Ameriprise Financial Inc
N/A—145,844-145,844-100%$13.3M———
Private Advisor Group, LLC
N/A—133,068-133,068-100%$12.0M———
SAM Advisors, LLC
N/A—119,266-119,266-100%$10.8M———
Baltimore-Washington Financial Advisors, Inc.
N/A—116,377-116,377-100%$10.5M———
UBS Group AG
N/A—111,801-111,801-100%$10.1M———
Beacon Pointe Advisors, LLC
N/A—97,752-97,752-100%$8.8M———
Stifel Financial Corp
N/A—96,853-96,853-100%$8.8M———
Osaic Holdings, Inc.
N/A—84,053-84,053-100%$7.6M———
Bank of Nova Scotia
N/A—72,600-72,600-100%$6.6M———
Federation des caisses Desjardins du Quebec
N/A—70,874-70,874-100%$6.4M———
Scotia Capital Inc.
N/A—69,435-69,435-100%$6.3M———
Jones Financial Companies Lllp
N/A—50,139-50,139-100%$4.5M———
Cetera Investment Advisers
N/A—47,831-47,831-100%$4.3M———
Bernard Wealth Management Corp.
N/A—43,980-43,980-100%$4.0M———
Merit Financial Group, LLC
N/A—43,756-43,756-100%$4.0M———
HighTower Advisors, LLC
N/A—36,564-36,564-100%$3.3M———
Mariner, LLC
N/A—35,200-35,200-100%$3.2M———
IHT Wealth Management, LLC
N/A—33,463-33,463-100%$3.0M———
Advisory Services Network, LLC
N/A—31,430-31,430-100%$2.8M———
Storen Legacy Partners, LLC
N/A—31,125-31,125-100%$2.8M———
MML Investors Services, LLC
N/A—26,741-26,741-100%$2.4M———
National Bank of Canada
N/A—24,666-24,666-100%$2.2M———
Susquehanna International Group, LLP
N/A—24,320-24,320-100%$2.2M———
Captrust Financial Advisors
N/A—23,401-23,401-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—22,812-22,812-100%$2.1M———
Geneos Wealth Management Inc.
N/A—19,797-19,797-100%$1.8M———
Blair William & Co
N/A—18,973-18,973-100%$1.7M———
Stephens Inc
N/A—18,260-18,260-100%$1.7M———
Focus Partners Advisor Solutions, LLC
N/A—17,727-17,727-100%$1.6M———
FMR LLC
N/A—16,695-16,695-100%$1.5M———
Equitable Holdings, Inc.
N/A—15,019-15,019-100%$1.4M———
Brown Advisory Inc
N/A—13,104-13,104-100%$1.2M———
Garrison Point Advisors, LLC
N/A—12,575-12,575-100%$1.1M———
Sequent Planning LLC
N/A—12,317-12,317-100%$1.1M———
NewEdge Advisors, LLC
N/A—12,062-12,062-100%$1.1M———
Qube Research & Technologies Ltd
N/A—11,457-11,457-100%$1.0M———
United Capital Financial Advisors, LLC
N/A—11,019-11,019-100%$996.9K———
&partners
N/A—10,882-10,882-100%$984.5K———
Savant Capital, LLC
N/A—10,692-10,692-100%$967.3K———
Baird Financial Group, Inc.
N/A—10,359-10,359-100%$937.2K———
Mercer Global Advisors Inc
N/A—10,198-10,198-100%$922.6K———
Northwestern Mutual Wealth Management Co
N/A—9,840-9,840-100%$890.3K———
Sanctuary Advisors, LLC
N/A—9,257-9,257-100%$837.5K———
Sequoia Financial Advisors, LLC
N/A—9,254-9,254-100%$837.2K———
Quotient Wealth Partners, LLC
N/A—8,453-8,453-100%$764.7K———
Cerity Partners LLC
N/A—8,261-8,261-100%$747.4K———
Focus Partners Wealth
N/A—7,989-7,989-100%$722.8K———
Cresset Asset Management, LLC
N/A—6,444-6,444-100%$583.0K———
Quantinno Capital Management LP
N/A—6,389-6,389-100%$578.0K———
XTX Topco Ltd
N/A—6,213-6,213-100%$562.1K———
Point72 Asset Management, L.P.
N/A—6,016-6,016-100%$544.3K———
Rockefeller Capital Management L.P.
N/A—5,927-5,927-100%$536.3K———
Horizon Family Wealth, Inc.
N/A—5,758-5,758-100%$521.0K———
New Insight Wealth Advisors
N/A—5,395-5,395-100%$488.1K———
Bank Hapoalim BM
N/A—5,327-5,327-100%$482.0K———
Northern Trust Corp
N/A—5,115-5,115-100%$462.8K———
Earned Wealth Advisors, LLC
N/A—5,018-5,018-100%$454.0K———
Arax Advisory Partners
N/A—4,899-4,899-100%$443.2K———
Waverly Advisors, LLC
N/A—4,683-4,683-100%$423.7K———
XP Advisory US, Inc.
N/A—4,440-4,440-100%$401.7K———
Harbour Investments, Inc.
N/A—4,268-4,268-100%$386.2K———
Summit Financial, LLC
N/A—3,842-3,842-100%$347.6K———
HBK Sorce Advisory LLC
N/A—3,795-3,795-100%$370.3K———
Commerce Bank
N/A—3,580-3,580-100%$323.9K———
Foundations Investment Advisors, LLC
N/A—3,508-3,508-100%$317.4K———
Valmark Advisers, Inc.
N/A—3,495-3,495-100%$316.2K———
Athena Investment Management
N/A—3,345-3,345-100%$302.6K———
Centaurus Financial, Inc.
N/A—3,300-3,300-100%$299.0K———
Xcelsior Advisor Partners LLC
N/A—3,232-3,232-100%$292.4K———
Flow Traders U.S. LLC
N/A—2,973-2,973-100%$269.0K———
Yarger Wealth Strategies, LLC
N/A—2,860-2,860-100%$267.8K———
Clearstead Advisors, LLC
N/A—2,848-2,848-100%$257.7K———
Mutual Advisors, LLC
N/A—2,800-2,800-100%$253.3K———
Pointe Capital Management LLC
N/A—2,786-2,786-100%$252.0K———
Moors & Cabot, Inc.
N/A—2,663-2,663-100%$240.9K———
Nuveen, LLC
N/A—2,652-2,652-100%$239.9K———
Pinnacle Financial Partners, Inc.
N/A—2,517-2,517-100%$227.8K———
Royal Capital Wealth Management, LLC
N/A—2,400-2,400-100%$217.1K———
Bravera Wealth
N/A—2,325-2,325-100%$210.3K———
PNC Financial Services Group, Inc.
N/A—2,297-2,297-100%$207.8K———
Founders Financial Alliance, LLC
N/A—2,192-2,192-100%$198.3K———
Aptus Capital Advisors, LLC
N/A—2,148-2,148-100%$194.3K———
Tower Research Capital LLC (TRC)
N/A—1,867-1,867-100%$168.9K———
Rothschild Investment LLC
N/A—1,777-1,777-100%$160.8K———
Allworth Financial LP
N/A—1,767-1,767-100%$159.9K———
Cypress Capital Management LLC (WY)
N/A—1,333-1,333-100%$120.6K———
EP Wealth Advisors, LLC
N/A—1,302-1,302-100%$117.8K———
O'shaughnessy Asset Management, LLC
N/A—1,198-1,198-100%$108.4K———
Millstone Evans Group, LLC
N/A—1,014-1,014-100%$91.7K———
Bessemer Group Inc
N/A—1,000-1,000-100%$90.0K———
AE Wealth Management LLC
N/A—735-735-100%$66.5K———
Tidemark, LLC
N/A—717-717-100%$64.9K———
Institute for Wealth Management, Llc.
N/A—677-677-100%$61.2K———
Smartleaf Asset Management LLC
N/A—583-583-100%$52.8K———
Swisher Financial Concepts, Inc.
N/A—462-462-100%$41.8K———
Merrithew & Thorsten Inc
N/A—425-425-100%$38———
JPL Wealth Management, LLC
N/A—391-391-100%$35.4K———
Highland Investment Advisors LLC
N/A—373-373-100%$33.8K———
Keating Financial Advisory Services, Inc.
N/A—345-345-100%$31.2K———
SOA Wealth Advisors, Llc.
N/A—344-344-100%$31.1K———
UBS Asset Management Americas LLC
N/A—340-340-100%$30.8K———
Frazier Financial Advisors, LLC
N/A—339-339-100%$30.7K———
Synergy Investment Management, LLC
N/A—310-310-100%$28.0K———
Strategic Wealth Partners, Ltd.
N/A—300-300-100%$27.1K———
Johnson Financial Group, Inc.
N/A—273-273-100%$24.7K———
BlackRock, Inc.
N/A—254-254-100%$23.0K———
Ancora Advisors LLCA
N/A—240-240-100%$21.7K———
Glen Eagle Advisors, LLC
N/A—216-216-100%$19.5K———
Medallion Wealth Advisors, LLC
N/A—165-165-100%$14.9K———
Kerr Financial Planning Corp
N/A—121-121-100%$10.9K———
Russell Investments Group, Ltd.
N/A—120-120-100%$10.9K———
Colonial Trust Co / SC
N/A—105-105-100%$9.5K———
BFC Planning, Inc.
N/A—69-69-100%$6.2K———
Lowe Brockenbrough & Co Inc
N/A—69-69-100%$6.2K———
Financial Life Planners
N/A—61-61-100%$5.5K———
Whittier Trust Co
N/A—57-57-100%$5.4K———
Global Retirement Partners, LLC
N/A—24-24-100%$2.2K———
FAS Wealth Partners, Inc.
N/A—18-18-100%$1.6K———
PlanVest Financial, Inc
N/A—13-13-100%$1.2K———
Showing 280 of 280 institutions