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Ishares U.S. Basic Materials (IYM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AIA Group Ltd
NEW
Shares616,198
Change+616,198
Value$109.8M
Filed 2026-10-30
Principal Financial Group Inc
INCREASED
Shares221,529 from 89,156
Change+132,373 (+148%)
Value$39.5M (+$23.5M)
Filed 2026-11-02
Summit Financial Consulting LLC
INCREASED
Shares45,247 from 42,511
Change+2,736 (+6%)
Value$8.1M (+$427.8K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares32,924 from 79,550
Change-46,626 (-59%)
Value$5.9K (-$14.3M)
Filed 2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares29,784 from 37,063
Change-7,279 (-20%)
Value$5.3M (-$1.3M)
Filed 2026-10-29
Gerald Baker Financial Group LLC
DECREASED
Shares27,675 from 27,867
Change-192 (-1%)
Value$4.9M (-$73.1K)
Filed 2026-10-09
Three Seasons Wealth, LLC
DECREASED
Shares21,563 from 57,963
Change-36,400 (-63%)
Value$3.8M (-$6.6M)
Filed 2026-11-03
Financial Planning Fort Collins, LLC
DECREASED
Shares17,121 from 17,172
Change-51 (0%)
Value$3.0M (+$10.2K)
Filed 2026-10-16
Lifestyle Asset Management, Inc.
DECREASED
Shares14,265 from 14,468
Change-203 (-1%)
Value$2.5M (-$56.4K)
Filed 2026-10-20
Wealthstar Advisors, LLC
INCREASED
Shares12,700 from 12,037
Change+663 (+6%)
Value$2.3M (+$101.3K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares11,690 from 39,664
Change-27,974 (-71%)
Value$2.1M (-$5.0M)
Filed 2026-10-08
Cornerstone Wealth Group, LLC
NEW
Shares10,578
Change+10,578
Value$1.9M
Filed 2026-11-02
Pathway Financial Advisors LLC
DECREASED
Shares9,985 from 10,642
Change-657 (-6%)
Value$1.8M (-$159.8K)
Filed 2026-10-07
True Freedom Investing, LLC
INCREASED
Shares9,957 from 3,886
Change+6,071 (+156%)
Value$1.8M (+$1.1M)
Filed 2026-10-29
Buck Wealth Strategies, LLC
DECREASED
Shares9,893 from 10,562
Change-669 (-6%)
Value$1.8M (-$134.1K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares9,553 from 23,661
Change-14,108 (-60%)
Value$1.7M (-$2.5M)
Filed 2026-11-02
Pinkerton Wealth, LLC
INCREASED
Shares8,975 from 2,267
Change+6,708 (+296%)
Value$1.6M (+$1.2M)
Filed 2026-10-29
First Citizens Financial Corp
DECREASED
Shares8,812 from 8,845
Change-33 (0%)
Value$1.6M (-$18.3K)
Filed 2026-10-02
Prospera Financial Services Inc
NEW
Shares6,508
Change+6,508
Value$1.2M
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares6,499 from 33,174
Change-26,675 (-80%)
Value$1.2M (-$4.8M)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares5,772 from 4,939
Change+833 (+17%)
Value$1.0K (-$886.0K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares5,467 from 5,029
Change+438 (+9%)
Value$973.8K (+$70.9K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares4,947 from 5,015
Change-68 (-1%)
Value$881.2K (-$19.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares4,835 from 4,835
Change0 (0%)
Value$861.3K (-$6.8K)
Filed 2026-11-06
Blue Line Capital, LLC / IL
INCREASED
Shares4,597 from 4,250
Change+347 (+8%)
Value$818.9K (+$55.9K)
Filed 2026-11-04
Wealth Management Partners, LLC
INCREASED
Shares4,579 from 4,511
Change+68 (+2%)
Value$815.7K (+$5.8K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares4,541 from 61,497
Change-56,956 (-93%)
Value$809.0K (-$10.2M)
Filed 2026-10-08
Harmony Asset Management LLC
DECREASED
Shares4,282 from 6,365
Change-2,083 (-33%)
Value$762.8K (-$379.9K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares4,019 from 2,986
Change+1,033 (+35%)
Value$715.9K (+$179.9K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares3,840 from 4,159
Change-319 (-8%)
Value$690.3K (-$51.1K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares3,602 from 3,602
Change0 (0%)
Value$641.6K (-$5.0K)
Filed 2026-10-13
Cottonwood Capital Advisors, LLC
DECREASED
Shares3,585 from 3,597
Change-12 (0%)
Value$638.5K (-$7.2K)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares3,476 from 3,669
Change-193 (-5%)
Value$619.3K (-$39.4K)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares3,450 from 1,750
Change+1,700 (+97%)
Value$614.5K (+$300.4K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
NEW
Shares3,263
Change+3,263
Value$581.3K
Filed 2026-10-16
Essex LLC
DECREASED
Shares3,162 from 3,310
Change-148 (-4%)
Value$563.2K (-$31.0K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares3,109 from 13,666
Change-10,557 (-77%)
Value$553.8K (-$1.9M)
Filed 2026-10-15
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares2,915 from 2,915
Change0 (0%)
Value$519.2K (-$4.1K)
Filed 2026-10-05
Fifth Third Securities, Inc.
INCREASED
Shares2,746 from 2,622
Change+124 (+5%)
Value$489.1K (+$18.4K)
Filed 2026-10-21
Bank of New York Mellon Corp
NEW
Shares2,699
Change+2,699
Value$480.8K
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares2,632 from 2,628
Change+4 (+0%)
Value$468.8K (-$2.9K)
Filed 2026-10-30
StoneX Group Inc.
INCREASED
Shares2,608 from 2,027
Change+581 (+29%)
Value$463.7K (+$99.8K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$424.5K (-$3.3K)
Filed 2026-10-15
Lakeshore Capital Group, Inc.
INCREASED
Shares2,276 from 2,229
Change+47 (+2%)
Value$405.4K (+$5.1K)
Filed 2026-10-20
Legacy Advisors, LLC
INCREASED
Shares2,202 from 2,195
Change+7 (+0%)
Value$392.2K (-$1.8K)
Filed 2026-10-19
Mattern Wealth Management LLC
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$382.0K (-$3.0K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$373.8K (-$3.0K)
Filed 2026-10-28
Magnus Financial Group LLC
DECREASED
Shares1,936 from 2,182
Change-246 (-11%)
Value$344.9K (-$46.8K)
Filed 2026-10-21
City Holding Co
INCREASED
Shares1,853 from 364
Change+1,489 (+409%)
Value$330.0K (+$264.7K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
DECREASED
Shares1,823 from 1,851
Change-28 (-2%)
Value$324.7K (-$7.6K)
Filed 2026-10-13
Southern Capital Advisors, LLC
INCREASED
Shares1,664 from 1,659
Change+5 (+0%)
Value$296.4K (-$1.4K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$267.2K (-$2.1K)
Filed 2026-10-13
Trueblood Wealth Management, LLC
INCREASED
Shares1,460 from 1,455
Change+5 (+0%)
Value$260.0K (-$1.2K)
Filed 2026-10-23
Busey Bank
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$248.7K (-$2.0K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares1,375 from 1,374
Change+1 (+0%)
Value$245.0K (-$1.7K)
Filed 2026-11-03
Cardinal Point Capital Management ULC
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$243.2K (-$1.4K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares1,337 from 1,390
Change-53 (-4%)
Value$238.2K (-$11.4K)
Filed 2026-10-19
Junk Investment Group, LLC
INCREASED
Shares1,328 from 1,326
Change+2 (+0%)
Value$236.6K (-$1.5K)
Filed 2026-10-19
Oppenheimer & Co Inc
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$234.4K (-$1.8K)
Filed 2026-10-26
Altura Wealth Advisors Inc.
INCREASED
Shares1,297 from 1,241
Change+56 (+5%)
Value$231.0K (+$8.2K)
Filed 2026-10-22
Atlas Brown,Inc.
INCREASED
Shares1,246 from 1,242
Change+4 (+0%)
Value$221.9K (-$1.0K)
Filed 2026-10-09
Creative Planning
DECREASED
Shares1,208 from 1,669
Change-461 (-28%)
Value$215.2K (-$84.5K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$213.6K (-$1.7K)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$209.3K (-$1.6K)
Filed 2026-10-26
Lynx Investment Advisory
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$203.2K (-$1.6K)
Filed 2026-10-27
Montag A & Associates Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$178.1K (-$1.4K)
Filed 2026-10-29
Piscataqua Savings Bank
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$163.9K (-$1.3K)
Filed 2026-10-21
Transce3nd, LLC
NEW
Shares897
Change+897
Value$164.4K
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares843 from 750
Change+93 (+12%)
Value$150.2K (+$15.5K)
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares692 from 642
Change+50 (+8%)
Value$123.4K (+$8.1K)
Filed 2026-10-14
American National Bank & Trust
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$109.9K (-$864)
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$106.9K (-$840)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares533 from 43,515
Change-42,982 (-99%)
Value$94.9K (-$7.7M)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$87.3K (-$686)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares473 from 476
Change-3 (-1%)
Value$84.3K (-$1.2K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$83 (-$82.9K)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
DECREASED
Shares435 from 462
Change-27 (-6%)
Value$77.5K (-$5.5K)
Filed 2026-10-28
AlphaCore Capital LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$68.9K (-$542)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$62.3K (-$490)
Filed 2026-10-27
Creative Financial Designs Inc
NEW
Shares346
Change+346
Value$61.6K
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$41.0K (-$322)
Filed 2026-10-05
Ascentis Independent Advisors
NEW
Shares225
Change+225
Value$40.1K
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares209
Change+209
Value$37.2K
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$36.7K (-$288)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares200 from 287
Change-87 (-30%)
Value$35.6K (-$15.9K)
Filed 2026-10-30
Angeles Wealth Management, LLC
DECREASED
Shares194 from 230
Change-36 (-16%)
Value$34.6K (-$6.7K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
DECREASED
Shares185 from 623
Change-438 (-70%)
Value$33.0K (-$78.9K)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$31.5K (-$247)
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$31.3K (-$246)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$30.7K (-$143)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$30.6K (-$241)
Filed 2026-10-23
Vima LLC
DECREASED
Shares171 from 283
Change-112 (-40%)
Value$30.5K (-$20.2K)
Filed 2026-10-23
Mycio Wealth Partners, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$28.5K (-$224)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$28.5K (-$224)
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$28.3K (-$222)
Filed 2026-10-30
Simplex Trading, LLC
NEW
Shares139
Change+139
Value$24.8K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares134
Change+134
Value$23.9K
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$23.2K (-$182)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$21.9K (-$173)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares120 from 112
Change+8 (+7%)
Value$21.4K (+$1.3K)
Filed 2026-10-09
Allspring Global Investments Holdings, LLC
NEW
Shares108
Change+108
Value$19.2K
Filed 2026-11-04
BankChampaign, National Association
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17.8K (-$140)
Filed 2026-10-19
Harbor Investment Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17.8K (-$140)
Filed 2026-10-13
Davis Capital Management
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$15.7K (-$124)
Filed 2026-10-08
MTM Investment Management, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$15.1K (-$119)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares80 from 100
Change-20 (-20%)
Value$14.3K (-$3.7K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares73 from 152,872
Change-152,799 (-100%)
Value$13.0K (-$27.4M)
Filed 2026-10-21
Clark Wealth Partners
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$11.2K (-$88)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$4.1K (-$32)
Filed 2026-10-14
CX Institutional
DECREASED
Shares22 from 23
Change-1 (-4%)
Value$4 ($0)
Filed 2026-10-02
Blue Trust, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.6K (-$28)
Filed 2026-10-15
Mondrian Investment Partners LTD
NEW
Shares12
Change+12
Value$2.2K
Filed 2026-10-23
WestEnd Advisors, LLC
NEW
Shares9
Change+9
Value$1.6K
Filed 2026-10-27
Proathlete Wealth Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$545 (-$3)
Filed 2026-10-15
Reap Financial Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$178 (-$2)
Filed 2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$177 (-$2)
Filed 2026-10-16
Integrated Advisors Network LLC
CLOSED
Shares0 from 20,130
Change-20,130 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 14,117
Change-14,117 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-28
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 9,214
Change-9,214 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-15
Merit Financial Group, LLC
CLOSED
Shares0 from 8,260
Change-8,260 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Balboa Wealth Partners
CLOSED
Shares0 from 7,364
Change-7,364 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,990
Change-4,990 (-100%)
Value$0 (-$895.8K)
Filed 2026-10-15
Balefire, LLC
CLOSED
Shares0 from 4,790
Change-4,790 (-100%)
Value$0 (-$859.9K)
Filed 2026-10-09
Nikulski Financial, Inc.
CLOSED
Shares0 from 4,564
Change-4,564 (-100%)
Value$0 (-$819.4K)
Filed 2026-11-06
Algorithmic Investment Models, LLC
CLOSED
Shares0 from 3,848
Change-3,848 (-100%)
Value$0 (-$690.8K)
Filed 2026-11-04
Focused Alpha, LLC
CLOSED
Shares0 from 1,659
Change-1,659 (-100%)
Value$0 (-$297.8K)
Filed 2026-10-20
Virtue Capital Management, LLC
CLOSED
Shares0 from 1,634
Change-1,634 (-100%)
Value$0 (-$293.4K)
Filed 2026-10-29
Focus Financial Network, Inc.
CLOSED
Shares0 from 1,427
Change-1,427 (-100%)
Value$0 (-$256.2K)
Filed 2026-10-14
WealthCare Asset Management, LLC
CLOSED
Shares0 from 1,244
Change-1,244 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-26
Level Four Advisory Services, LLC
CLOSED
Shares0 from 1,173
Change-1,173 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-06
Natixis
CLOSED
Shares0 from 759
Change-759 (-100%)
Value$0 (-$136.3K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$44.9K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$19.7K)
Filed 2026-10-14
First Pacific Financial
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-14
Oakworth Capital, Inc.
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$10.4K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-02
Asset Dedication, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 439,825
Change-439,825 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 354,526
Change-354,526 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 346,800
Change-346,800 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 327,506
Change-327,506 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 238,055
Change-238,055 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 112,984
Change-112,984 (-100%)
Value—
Commerce Bank
N/A
Shares— from 107,225
Change-107,225 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 91,995
Change-91,995 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 91,062
Change-91,062 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 89,501
Change-89,501 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 86,997
Change-86,997 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 86,055
Change-86,055 (-100%)
Value—
UBS Group AG
N/A
Shares— from 81,336
Change-81,336 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 78,713
Change-78,713 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 66,502
Change-66,502 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 62,411
Change-62,411 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 47,200
Change-47,200 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 39,548
Change-39,548 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 35,346
Change-35,346 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 35,187
Change-35,187 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 35,031
Change-35,031 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 28,562
Change-28,562 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,114
Change-26,114 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,833
Change-24,833 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,998
Change-23,998 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,631
Change-23,631 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,953
Change-20,953 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,858
Change-19,858 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 19,156
Change-19,156 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,519
Change-18,519 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,839
Change-17,839 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,153
Change-15,153 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,780
Change-14,780 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,646
Change-14,646 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,637
Change-14,637 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,153
Change-14,153 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 14,117
Change-14,117 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 11,680
Change-11,680 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,396
Change-10,396 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,098
Change-9,098 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 8,841
Change-8,841 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 8,138
Change-8,138 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,790
Change-7,790 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,929
Change-6,929 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,696
Change-6,696 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
&partners
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,306
Change-5,306 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 829
Change-829 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 725
Change-725 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 406
Change-406 (-100%)
Value—
EFG International AG
N/A
Shares— from 400
Change-400 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 313
Change-313 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 311
Change-311 (-100%)
Value—
Prudential PLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 214
Change-214 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 189
Change-189 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 81
Change-81 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 55
Change-55 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 30
Change-30 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
AIA Group Ltd
NEW616,198—+616,198——$109.8M—2026-10-30
Principal Financial Group Inc
INCREASED221,52989,156+132,373+148%$16.0M$39.5M+$23.5M2026-11-02
Summit Financial Consulting LLC
INCREASED45,24742,511+2,736+6%$7.6M$8.1M+$427.8K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED32,92479,550-46,626-59%$14.3M$5.9K-$14.3M2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED29,78437,063-7,279-20%$6.7M$5.3M-$1.3M2026-10-29
Gerald Baker Financial Group LLC
DECREASED27,67527,867-192-1%$5.0M$4.9M-$73.1K2026-10-09
Three Seasons Wealth, LLC
DECREASED21,56357,963-36,400-63%$10.4M$3.8M-$6.6M2026-11-03
Financial Planning Fort Collins, LLC
DECREASED17,12117,172-510%$3.0M$3.0M+$10.2K2026-10-16
Lifestyle Asset Management, Inc.
DECREASED14,26514,468-203-1%$2.6M$2.5M-$56.4K2026-10-20
Wealthstar Advisors, LLC
INCREASED12,70012,037+663+6%$2.2M$2.3M+$101.3K2026-10-19
First Heartland Consultants, Inc.
DECREASED11,69039,664-27,974-71%$7.1M$2.1M-$5.0M2026-10-08
Cornerstone Wealth Group, LLC
NEW10,578—+10,578——$1.9M—2026-11-02
Pathway Financial Advisors LLC
DECREASED9,98510,642-657-6%$1.9M$1.8M-$159.8K2026-10-07
True Freedom Investing, LLC
INCREASED9,9573,886+6,071+156%$683.5K$1.8M+$1.1M2026-10-29
Buck Wealth Strategies, LLC
DECREASED9,89310,562-669-6%$1.9M$1.8M-$134.1K2026-10-28
Commonwealth Equity Services, LLC
DECREASED9,55323,661-14,108-60%$4.2M$1.7M-$2.5M2026-11-02
Pinkerton Wealth, LLC
INCREASED8,9752,267+6,708+296%$398.8K$1.6M+$1.2M2026-10-29
First Citizens Financial Corp
DECREASED8,8128,845-330%$1.6M$1.6M-$18.3K2026-10-02
Prospera Financial Services Inc
NEW6,508—+6,508——$1.2M—2026-11-04
Independent Financial Group, LLC
DECREASED6,49933,174-26,675-80%$6.0M$1.2M-$4.8M2026-10-13
Park Avenue Securities LLC
INCREASED5,7724,939+833+17%$887.0K$1.0K-$886.0K2026-10-26
Kestra Advisory Services, LLC
INCREASED5,4675,029+438+9%$902.8K$973.8K+$70.9K2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED4,9475,015-68-1%$900.3K$881.2K-$19.1K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED4,8354,83500%$868.0K$861.3K-$6.8K2026-11-06
Blue Line Capital, LLC / IL
INCREASED4,5974,250+347+8%$763.1K$818.9K+$55.9K2026-11-04
Wealth Management Partners, LLC
INCREASED4,5794,511+68+2%$809.9K$815.7K+$5.8K2026-10-21
CoreCap Advisors, LLC
DECREASED4,54161,497-56,956-93%$11.0M$809.0K-$10.2M2026-10-08
Harmony Asset Management LLC
DECREASED4,2826,365-2,083-33%$1.1M$762.8K-$379.9K2026-10-20
Fifth Third Bancorp
INCREASED4,0192,986+1,033+35%$536.1K$715.9K+$179.9K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED3,8404,159-319-8%$741.3K$690.3K-$51.1K2026-10-13
Forvis Mazars Wealth Advisors, LLC
UNCHANGED3,6023,60200%$646.6K$641.6K-$5.0K2026-10-13
Cottonwood Capital Advisors, LLC
DECREASED3,5853,597-120%$645.7K$638.5K-$7.2K2026-10-20
Citigroup Inc
DECREASED3,4763,669-193-5%$658.7K$619.3K-$39.4K2026-11-04
Daiwa Securities Group Inc.
INCREASED3,4501,750+1,700+97%$314.2K$614.5K+$300.4K2026-10-29
Concurrent Investment Advisors, LLC
NEW3,263—+3,263——$581.3K—2026-10-16
Essex LLC
DECREASED3,1623,310-148-4%$594.2K$563.2K-$31.0K2026-10-14
Atria Investments, Inc
DECREASED3,10913,666-10,557-77%$2.5M$553.8K-$1.9M2026-10-15
Ferguson Wellman Capital Management, Inc
UNCHANGED2,9152,91500%$523.3K$519.2K-$4.1K2026-10-05
Fifth Third Securities, Inc.
INCREASED2,7462,622+124+5%$470.7K$489.1K+$18.4K2026-10-21
Bank of New York Mellon Corp
NEW2,699—+2,699——$480.8K—2026-11-05
Spire Wealth Management
INCREASED2,6322,628+4+0%$471.7K$468.8K-$2.9K2026-10-30
StoneX Group Inc.
INCREASED2,6082,027+581+29%$363.9K$463.7K+$99.8K2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED2,3832,38300%$427.8K$424.5K-$3.3K2026-10-15
Lakeshore Capital Group, Inc.
INCREASED2,2762,229+47+2%$400.3K$405.4K+$5.1K2026-10-20
Legacy Advisors, LLC
INCREASED2,2022,195+7+0%$394.0K$392.2K-$1.8K2026-10-19
Mattern Wealth Management LLC
UNCHANGED2,1452,14500%$385.0K$382.0K-$3.0K2026-11-04
Clear Creek Financial Management, LLC
UNCHANGED2,0992,09900%$376.8K$373.8K-$3.0K2026-10-28
Magnus Financial Group LLC
DECREASED1,9362,182-246-11%$391.7K$344.9K-$46.8K2026-10-21
City Holding Co
INCREASED1,853364+1,489+409%$65.3K$330.0K+$264.7K2026-10-19
Ifrah Financial Services, Inc.
DECREASED1,8231,851-28-2%$332.3K$324.7K-$7.6K2026-10-13
Southern Capital Advisors, LLC
INCREASED1,6641,659+5+0%$297.8K$296.4K-$1.4K2026-10-26
Gilman Hill Asset Management, LLC
UNCHANGED1,5001,50000%$269.3K$267.2K-$2.1K2026-10-13
Trueblood Wealth Management, LLC
INCREASED1,4601,455+5+0%$261.2K$260.0K-$1.2K2026-10-23
Busey Bank
UNCHANGED1,3961,39600%$250.6K$248.7K-$2.0K2026-10-26
Brighton Jones LLC
INCREASED1,3751,374+1+0%$246.7K$245.0K-$1.7K2026-11-03
Cardinal Point Capital Management ULC
UNCHANGED1,3651,36500%$244.6K$243.2K-$1.4K2026-10-21
Retirement Planning Group, LLC
DECREASED1,3371,390-53-4%$249.5K$238.2K-$11.4K2026-10-19
Junk Investment Group, LLC
INCREASED1,3281,326+2+0%$238.1K$236.6K-$1.5K2026-10-19
Oppenheimer & Co Inc
UNCHANGED1,3161,31600%$236.3K$234.4K-$1.8K2026-10-26
Altura Wealth Advisors Inc.
INCREASED1,2971,241+56+5%$222.8K$231.0K+$8.2K2026-10-22
Atlas Brown,Inc.
INCREASED1,2461,242+4+0%$223.0K$221.9K-$1.0K2026-10-09
Creative Planning
DECREASED1,2081,669-461-28%$299.6K$215.2K-$84.5K2026-11-02
US Bancorp \de\
UNCHANGED1,1991,19900%$215.3K$213.6K-$1.7K2026-11-05
Independence Bank of Kentucky
UNCHANGED1,1751,17500%$210.9K$209.3K-$1.6K2026-10-26
Lynx Investment Advisory
UNCHANGED1,1411,14100%$204.8K$203.2K-$1.6K2026-10-27
Montag A & Associates Inc
UNCHANGED1,0001,00000%$179.5K$178.1K-$1.4K2026-10-29
Piscataqua Savings Bank
UNCHANGED92092000%$165.2K$163.9K-$1.3K2026-10-21
Transce3nd, LLC
NEW897—+897——$164.4K—2026-10-26
Parallel Advisors, LLC
INCREASED843750+93+12%$134.6K$150.2K+$15.5K2026-11-03
Lodestone Wealth Management LLC
INCREASED692642+50+8%$115.3K$123.4K+$8.1K2026-10-14
American National Bank & Trust
UNCHANGED61761700%$110.8K$109.9K-$8642026-10-07
Glass Jacobson Investment Advisors llc
UNCHANGED60060000%$107.7K$106.9K-$8402026-10-26
Farther Finance Advisors, LLC
DECREASED53343,515-42,982-99%$7.8M$94.9K-$7.7M2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED49049000%$88.0K$87.3K-$6862026-10-20
IFP Advisors, Inc
DECREASED473476-3-1%$85.5K$84.3K-$1.2K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED46546500%$83.0K$83-$82.9K2026-11-02
Cranbrook Wealth Management, LLC
DECREASED435462-27-6%$82.9K$77.5K-$5.5K2026-10-28
AlphaCore Capital LLC
UNCHANGED38738700%$69.5K$68.9K-$5422026-11-04
Parkside Financial Bank & Trust
UNCHANGED35035000%$62.8K$62.3K-$4902026-10-27
Creative Financial Designs Inc
NEW346—+346——$61.6K—2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED23023000%$41.3K$41.0K-$3222026-10-05
Ascentis Independent Advisors
NEW225—+225——$40.1K—2026-11-03
Laurel Wealth Advisors LLC
NEW209—+209——$37.2K—2026-10-27
Turtle Creek Wealth Advisors, LLC
UNCHANGED20620600%$37.0K$36.7K-$2882026-10-15
Capital Investment Advisory Services, LLC
DECREASED200287-87-30%$51.5K$35.6K-$15.9K2026-10-30
Angeles Wealth Management, LLC
DECREASED194230-36-16%$41.3K$34.6K-$6.7K2026-10-26
Farmers & Merchants Investments Inc
DECREASED185623-438-70%$111.8K$33.0K-$78.9K2026-10-22
Lanark Financial, Inc.
UNCHANGED17717700%$31.8K$31.5K-$2472026-10-26
Abound Wealth Management
UNCHANGED17617600%$31.5K$31.3K-$2462026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED17217200%$30.9K$30.7K-$1432026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED17217200%$30.9K$30.6K-$2412026-10-23
Vima LLC
DECREASED171283-112-40%$50.7K$30.5K-$20.2K2026-10-23
Mycio Wealth Partners, LLC
UNCHANGED16016000%$28.7K$28.5K-$2242026-11-04
Westside Investment Management, Inc.
UNCHANGED16016000%$28.7K$28.5K-$2242026-11-02
Compass Financial Management LLC
UNCHANGED15915900%$28.5K$28.3K-$2222026-10-30
Simplex Trading, LLC
NEW139—+139——$24.8K—2026-11-04
Nova Financial LLC
NEW134—+134——$23.9K—2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED13013000%$23.3K$23.2K-$1822026-11-04
Central Trust Co
UNCHANGED12312300%$22.1K$21.9K-$1732026-11-05
Armstrong Advisory Group, Inc
INCREASED120112+8+7%$20.1K$21.4K+$1.3K2026-10-09
Allspring Global Investments Holdings, LLC
NEW108—+108——$19.2K—2026-11-04
BankChampaign, National Association
UNCHANGED10010000%$18.0K$17.8K-$1402026-10-19
Harbor Investment Advisory, LLC
UNCHANGED10010000%$18.0K$17.8K-$1402026-10-13
Davis Capital Management
UNCHANGED888800%$15.8K$15.7K-$1242026-10-08
MTM Investment Management, LLC
UNCHANGED858500%$15.3K$15.1K-$1192026-10-30
Private Trust Co NA
DECREASED80100-20-20%$18.0K$14.3K-$3.7K2026-10-20
Assetmark, Inc
DECREASED73152,872-152,799-100%$27.4M$13.0K-$27.4M2026-10-21
Clark Wealth Partners
UNCHANGED636300%$11.3K$11.2K-$882026-10-19
Triumph Capital Management
UNCHANGED232300%$4.1K$4.1K-$322026-10-14
CX Institutional
DECREASED2223-1-4%$4$4$02026-10-02
Blue Trust, Inc.
UNCHANGED202000%$3.6K$3.6K-$282026-10-15
Mondrian Investment Partners LTD
NEW12—+12——$2.2K—2026-10-23
WestEnd Advisors, LLC
NEW9—+9——$1.6K—2026-10-27
Proathlete Wealth Management LLC
UNCHANGED3300%$548$545-$32026-10-15
Reap Financial Group, LLC
UNCHANGED1100%$180$178-$22026-11-02
TD Waterhouse Canada Inc.
UNCHANGED1100%$179$177-$22026-10-16
Integrated Advisors Network LLC
CLOSED020,130-20,130-100%$3.6M$0-$3.6M2026-10-20
Exchange Traded Concepts, LLC
CLOSED014,117-14,117-100%$2.5M$0-$2.5M2026-10-28
Legacy Wealth Partners, LLC
CLOSED09,214-9,214-100%$1.7M$0-$1.7M2026-10-15
Merit Financial Group, LLC
CLOSED08,260-8,260-100%$1.5M$0-$1.5M2026-11-06
Balboa Wealth Partners
CLOSED07,364-7,364-100%$1.3M$0-$1.3M2026-10-20
AdvisorNet Financial, Inc
CLOSED04,990-4,990-100%$895.8K$0-$895.8K2026-10-15
Balefire, LLC
CLOSED04,790-4,790-100%$859.9K$0-$859.9K2026-10-09
Nikulski Financial, Inc.
CLOSED04,564-4,564-100%$819.4K$0-$819.4K2026-11-06
Algorithmic Investment Models, LLC
CLOSED03,848-3,848-100%$690.8K$0-$690.8K2026-11-04
Focused Alpha, LLC
CLOSED01,659-1,659-100%$297.8K$0-$297.8K2026-10-20
Virtue Capital Management, LLC
CLOSED01,634-1,634-100%$293.4K$0-$293.4K2026-10-29
Focus Financial Network, Inc.
CLOSED01,427-1,427-100%$256.2K$0-$256.2K2026-10-14
WealthCare Asset Management, LLC
CLOSED01,244-1,244-100%$223.5K$0-$223.5K2026-10-26
Level Four Advisory Services, LLC
CLOSED01,173-1,173-100%$210.6K$0-$210.6K2026-11-06
Natixis
CLOSED0759-759-100%$136.3K$0-$136.3K2026-11-06
Founders Capital Management
CLOSED0250-250-100%$44.9K$0-$44.9K2026-10-13
Salem Investment Counselors Inc
CLOSED0115-115-100%$20.6K$0-$20.6K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0110-110-100%$19.7K$0-$19.7K2026-10-14
First Pacific Financial
CLOSED095-95-100%$17.1K$0-$17.1K2026-10-14
Oakworth Capital, Inc.
CLOSED075-75-100%$13.4K$0-$13.4K2026-10-26
Ashton Thomas Private Wealth, LLC
CLOSED058-58-100%$10.4K$0-$10.4K2026-11-03
International Assets Investment Management, LLC
CLOSED038-38-100%$6.8K$0-$6.8K2026-11-02
Asset Dedication, LLC
CLOSED015-15-100%$2.7K$0-$2.7K2026-11-03
Bank of America Corp
N/A—439,825-439,825-100%$79.0M———
USA Financial Formulas
N/A—354,526-354,526-100%$63.6M———
Two Sigma Investments, LP
N/A—346,800-346,800-100%$62.3M———
Morgan Stanley
N/A—327,506-327,506-100%$58.8M———
LPL Financial LLC
N/A—238,055-238,055-100%$42.7M———
Camarda Financial Advisors, LLC
N/A—112,984-112,984-100%$20.3M———
Commerce Bank
N/A—107,225-107,225-100%$19.3M———
Foundations Investment Advisors, LLC
N/A—91,995-91,995-100%$16.5M———
Modern Wealth Management, LLC
N/A—91,062-91,062-100%$16.3M———
Wells Fargo & Company
N/A—89,501-89,501-100%$16.1M———
Ameriprise Financial Inc
N/A—86,997-86,997-100%$15.6M———
Cetera Investment Advisers
N/A—86,055-86,055-100%$15.4M———
UBS Group AG
N/A—81,336-81,336-100%$14.6M———
Northwestern Mutual Wealth Management Co
N/A—78,713-78,713-100%$14.1M———
Pgim Custom Harvest LLC
N/A—66,502-66,502-100%$11.9M———
Osaic Holdings, Inc.
N/A—62,411-62,411-100%$11.2M———
Bank of Nova Scotia
N/A—47,200-47,200-100%$8.5M———
Sharp Wealth Advisory, LLC
N/A—39,548-39,548-100%$7.1M———
Goldman Sachs Group Inc
N/A—35,346-35,346-100%$6.3M———
BFC Planning, Inc.
N/A—35,187-35,187-100%$6.3M———
Royal Bank of Canada
N/A—35,031-35,031-100%$6.3M———
Centaurus Financial, Inc.
N/A—28,562-28,562-100%$5.1M———
Deeter Investments LLP
N/A—26,500-26,500-100%$4.8M———
Raymond James Financial Inc
N/A—26,114-26,114-100%$4.7M———
Conservest Capital Advisors, Inc.
N/A—25,900-25,900-100%$4.6M———
Rockefeller Capital Management L.P.
N/A—24,833-24,833-100%$4.5M———
Susquehanna International Group, LLP
N/A—23,998-23,998-100%$4.3M———
Envestnet Asset Management Inc
N/A—23,631-23,631-100%$4.2M———
Stratos Wealth Partners, Ltd.
N/A—20,953-20,953-100%$3.8M———
Equitable Holdings, Inc.
N/A—19,858-19,858-100%$3.6M———
GTS Securities LLC
N/A—19,156-19,156-100%$3.4M———
MML Investors Services, LLC
N/A—18,519-18,519-100%$3.3M———
Citadel Advisors LLC
N/A—17,839-17,839-100%$3.2M———
Steward Partners Investment Advisory, LLC
N/A—15,153-15,153-100%$2.7M———
JPMorgan Chase & Co
N/A—14,780-14,780-100%$2.6M———
Sanctuary Advisors, LLC
N/A—14,646-14,646-100%$2.6M———
Focus Partners Wealth
N/A—14,637-14,637-100%$2.6M———
HighTower Advisors, LLC
N/A—14,153-14,153-100%$2.5M———
Horizon Investments, LLC
N/A—14,117-14,117-100%$2.5M———
Counterweight Ventures, LLC
N/A—11,680-11,680-100%$2.1M———
Composition Wealth, LLC
N/A—10,396-10,396-100%$1.9M———
Bank of Montreal
N/A—9,098-9,098-100%$1.6M———
Keystone Financial Group
N/A—8,986-8,986-100%$1.6M———
Harvest Investment Services, LLC
N/A—8,841-8,841-100%$1.6M———
HSBC Holdings PLC
N/A—8,825-8,825-100%$1.6M———
Navis Wealth Advisors, LLC
N/A—8,138-8,138-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—7,790-7,790-100%$1.4M———
Private Advisor Group, LLC
N/A—7,359-7,359-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—6,929-6,929-100%$1.2M———
Harbour Investments, Inc.
N/A—6,696-6,696-100%$1.2M———
Jones Financial Companies Lllp
N/A—6,601-6,601-100%$1.2M———
&partners
N/A—6,351-6,351-100%$1.1M———
Discovery Capital Management, LLC / CT
N/A—6,250-6,250-100%$1.1M———
Bartlett & Co. Wealth Management LLC
N/A—5,956-5,956-100%$1.1M———
Roberts Glore & Co Inc
N/A—5,872-5,872-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—5,306-5,306-100%$952.6K———
Blair William & Co
N/A—5,192-5,192-100%$932.0K———
Beacon Pointe Advisors, LLC
N/A—4,918-4,918-100%$882.9K———
Mutual Advisors, LLC
N/A—4,637-4,637-100%$832.5K———
Stifel Financial Corp
N/A—4,616-4,616-100%$828.9K———
FMR LLC
N/A—4,514-4,514-100%$810.5K———
Simmons Bank
N/A—3,950-3,950-100%$709.1K———
Geneos Wealth Management Inc.
N/A—3,617-3,617-100%$649.3K———
Dakota Wealth Management
N/A—3,500-3,500-100%$628.4K———
Empirical Asset Management, LLC
N/A—3,469-3,469-100%$622.8K———
D. E. Shaw & Co., Inc.
N/A—3,389-3,389-100%$608.4K———
Point72 Asset Management, L.P.
N/A—3,346-3,346-100%$600.7K———
Gateway Wealth Partners, LLC
N/A—3,329-3,329-100%$597.7K———
Mercer Global Advisors Inc
N/A—3,247-3,247-100%$582.9K———
Franklin Resources Inc
N/A—3,150-3,150-100%$565.5K———
Arkadios Wealth Advisors
N/A—3,119-3,119-100%$560.0K———
RPS Advisory Solutions LLC
N/A—3,110-3,110-100%$558.3K———
United Capital Financial Advisors, LLC
N/A—3,068-3,068-100%$551.0K———
Smartleaf Asset Management LLC
N/A—3,050-3,050-100%$542.3K———
Kintra Wealth, LLC
N/A—3,019-3,019-100%$563.3K———
Pathstone Holdings, LLC
N/A—3,015-3,015-100%$541.3K———
KKM Financial LLC
N/A—2,885-2,885-100%$517.9K———
Belpointe Asset Management LLC
N/A—2,848-2,848-100%$511.4K———
NewEdge Advisors, LLC
N/A—2,818-2,818-100%$506.0K———
Quantinno Capital Management LP
N/A—2,797-2,797-100%$502.2K———
Coastal Bridge Advisors, LLC
N/A—2,765-2,765-100%$496.4K———
HFG Advisors, Inc.
N/A—2,576-2,576-100%$462.5K———
Kesler, Norman & Wride, LLC
N/A—2,522-2,522-100%$452.9K———
Expressive Wealth LLC
N/A—2,467-2,467-100%$442.9K———
BTS Asset Management, Inc.
N/A—2,442-2,442-100%$438.5K———
Tudor Investment Corp ET AL
N/A—2,432-2,432-100%$436.6K———
Mariner, LLC
N/A—2,370-2,370-100%$425.5K———
Captrust Financial Advisors
N/A—2,326-2,326-100%$417.6K———
MAI Capital Management
N/A—2,307-2,307-100%$414.2K———
CreativeOne Wealth, LLC
N/A—2,265-2,265-100%$406.7K———
Advisory Services Network, LLC
N/A—2,189-2,189-100%$393.1K———
Ethos Financial Group, LLC
N/A—2,042-2,042-100%$366.6K———
Tidal Investments LLC
N/A—1,762-1,762-100%$316.3K———
Snowden Capital Advisors LLC
N/A—1,759-1,759-100%$315.8K———
IHT Wealth Management, LLC
N/A—1,752-1,752-100%$314.6K———
Sequoia Financial Advisors, LLC
N/A—1,675-1,675-100%$300.7K———
NorthRock Partners, LLC
N/A—1,637-1,637-100%$293.9K———
Titan Wealth (CI) Ltd
N/A—1,500-1,500-100%$269.4K———
Pinnacle Financial Partners, Inc.
N/A—1,462-1,462-100%$262.5K———
Baird Financial Group, Inc.
N/A—1,408-1,408-100%$252.8K———
EP Wealth Advisors, LLC
N/A—1,394-1,394-100%$250.3K———
GSA Capital Partners LLP
N/A—1,392-1,392-100%$250.0K———
Janney Montgomery Scott LLC
N/A—1,353-1,353-100%$243.0K———
Nwam LLC
N/A—1,317-1,317-100%$236.4K———
Jane Street Group, LLC
N/A—1,309-1,309-100%$235.0K———
Picton Mahoney Asset Management
N/A—1,300-1,300-100%$233.4K———
Stephens Inc
N/A—1,291-1,291-100%$231.8K———
Stonebridge Financial Planning Group, LLC
N/A—1,249-1,249-100%$224.3K———
Godfrey Financial Associates, Inc.
N/A—1,247-1,247-100%$223.9K———
FLC Capital Advisors
N/A—1,233-1,233-100%$221.4K———
Fairview Capital Investment Management, LLC
N/A—1,215-1,215-100%$218.1K———
Scotia Capital Inc.
N/A—1,117-1,117-100%$200.5K———
BlackRock, Inc.
N/A—930-930-100%$167.0K———
IFG Advisory, LLC
N/A—918-918-100%$164.8K———
Whittier Trust Co of Nevada Inc
N/A—829-829-100%$148.5K———
Huntington National Bank
N/A—725-725-100%$130.2K———
Truvestments Capital LLC
N/A—475-475-100%$85.3K———
Allworth Financial LP
N/A—406-406-100%$72.8K———
EFG International AG
N/A—400-400-100%$71.8K———
AE Wealth Management LLC
N/A—388-388-100%$69.6K———
Providence Capital Advisors, LLC
N/A—376-376-100%$67.5K———
Colonial Trust Co / SC
N/A—350-350-100%$62.8K———
Fiduciary Financial Advisors
N/A—313-313-100%$56.3K———
Field & Main Bank
N/A—311-311-100%$55.8K———
Prudential PLC
N/A—260-260-100%$46.7K———
Strive Financial Group,LLC
N/A—254-254-100%$45.6K———
BankPlus Trust Department
N/A—214-214-100%$38.4K———
Smithfield Trust Co
N/A—200-200-100%$36.0K———
Strategic Wealth Partners, Ltd.
N/A—200-200-100%$35.9K———
Sachetta, LLC
N/A—193-193-100%$34.6K———
Regatta Research & Money Management
N/A—189-189-100%$33.8K———
Caldwell Sutter Capital, Inc.
N/A—180-180-100%$32.3K———
New Republic Capital, LLC
N/A—180-180-100%$32.3K———
Webster Bank, N. A.
N/A—140-140-100%$25.1K———
Anchor Investment Management, LLC
N/A—105-105-100%$18.9K———
Qube Research & Technologies Ltd
N/A—81-81-100%$14.5K———
Aptus Capital Advisors, LLC
N/A—76-76-100%$13.6K———
Federation des caisses Desjardins du Quebec
N/A—55-55-100%$9.9K———
Institute for Wealth Management, Llc.
N/A—50-50-100%$9.0K———
O'shaughnessy Asset Management, LLC
N/A—41-41-100%$7.4K———
Front Row Advisors LLC
N/A—40-40-100%$7.6K———
UBS Asset Management Americas LLC
N/A—32-32-100%$5.7K———
Ameritas Investment Partners, Inc.
N/A—30-30-100%$5.4K———
SouthState Bank Corp
N/A—30-30-100%$5.4K———
Continuum Advisory, LLC
N/A—17-17-100%$3.1K———
Aventura Private Wealth, LLC
N/A—7-7-100%$1.3K———
Russell Investments Group, Ltd.
N/A—7-7-100%$1.3K———
Global Retirement Partners, LLC
N/A—6-6-100%$1.1K———
HighMark Wealth Management LLC
N/A—6-6-100%$1.1K———
Arax Advisory Partners
N/A—1-1-100%$180———
Showing 289 of 289 institutions