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Ishares Europe ETF (IEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Deutsche Bank Ag\
UNCHANGED
Shares281,311 from 281,311
Change0 (0%)
Value$20.0M (-$483.9K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares238,295 from 200,589
Change+37,706 (+19%)
Value$16.9M (+$2.3M)
Filed 2026-11-06
Willis Johnson Wealth, Inc.
DECREASED
Shares187,688 from 193,685
Change-5,997 (-3%)
Value$13.4M (-$759.7K)
Filed 2026-11-03
New Wave Wealth Advisors LLC
INCREASED
Shares139,859 from 136,508
Change+3,351 (+2%)
Value$9.9M (-$56.6K)
Filed 2026-10-19
Triglav Investments, D.O.O.
DECREASED
Shares61,932 from 83,589
Change-21,657 (-26%)
Value$4.4M (-$1.7M)
Filed 2026-11-06
Barry Investment Advisors, LLC
DECREASED
Shares55,203 from 59,392
Change-4,189 (-7%)
Value$3.9M (-$400.2K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
DECREASED
Shares44,810 from 44,846
Change-36 (0%)
Value$3.2M (-$79.7K)
Filed 2026-11-06
Providence First Trust Co
DECREASED
Shares43,407 from 50,894
Change-7,487 (-15%)
Value$3.1M (-$620.1K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares43,403 from 42,972
Change+431 (+1%)
Value$3.1K (-$3.1M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares42,427 from 37,420
Change+5,007 (+13%)
Value$3.0M (+$291.8K)
Filed 2026-10-29
Obermeyer Wealth Partners
INCREASED
Shares40,976 from 40,739
Change+237 (+1%)
Value$2.9M (-$53.2K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares39,382 from 40,594
Change-1,212 (-3%)
Value$2.8M (-$156.0K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares38,716 from 39,045
Change-329 (-1%)
Value$2.8M (-$90.6K)
Filed 2026-11-02
ShoreHaven Wealth Partners, LLC
DECREASED
Shares29,483 from 29,732
Change-249 (-1%)
Value$2.1M (-$68.9K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares27,280 from 27,300
Change-20 (0%)
Value$1.9M (-$48.4K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares26,395 from 25,051
Change+1,344 (+5%)
Value$1.9M (+$52.5K)
Filed 2026-11-02
Amundi
UNCHANGED
Shares26,091 from 26,091
Change0 (0%)
Value$1.9M (-$44.9K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares24,469 from 23,601
Change+868 (+4%)
Value$1.7M (+$21.1K)
Filed 2026-10-30
HB Wealth Management, LLC
DECREASED
Shares24,380 from 25,084
Change-704 (-3%)
Value$1.7M (-$93.3K)
Filed 2026-10-23
Cypress Wealth Services, LLC
DECREASED
Shares23,472 from 23,567
Change-95 (0%)
Value$1.7M (-$51.8K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares23,087 from 24,062
Change-975 (-4%)
Value$1.6M (-$110.7K)
Filed 2026-11-06
Ridgeline Wealth, LLC
DECREASED
Shares22,743 from 22,746
Change-3 (0%)
Value$1.6M (-$49.1K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares22,063 from 22,132
Change-69 (0%)
Value$1.6K (-$1.6M)
Filed 2026-11-02
Asempa Wealth Advisors
INCREASED
Shares20,754 from 20,737
Change+17 (+0%)
Value$1.5M (-$56.6K)
Filed 2026-10-07
Affinity Capital Advisors, LLC
DECREASED
Shares19,883 from 20,158
Change-275 (-1%)
Value$1.4M (-$87.7K)
Filed 2026-10-13
Strategic Blueprint, LLC
INCREASED
Shares19,618 from 18,936
Change+682 (+4%)
Value$1.4M (+$15.9K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares19,282 from 20,488
Change-1,206 (-6%)
Value$1.4M (-$121.0K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
DECREASED
Shares18,907 from 19,996
Change-1,089 (-5%)
Value$1.3M (-$111.9K)
Filed 2026-10-22
swisspartners Advisors Ltd
DECREASED
Shares18,610 from 18,740
Change-130 (-1%)
Value$1.3M (-$40.1K)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares18,363 from 41,051
Change-22,688 (-55%)
Value$1.3M (-$1.7M)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares18,363 from 18,596
Change-233 (-1%)
Value$1.3M (-$48.6K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,895 from 18,896
Change-1,001 (-5%)
Value$1.3M (-$122.1K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares15,763 from 16,006
Change-243 (-2%)
Value$1.1M (-$45.0K)
Filed 2026-11-05
Globalt Investments LLC / GA
UNCHANGED
Shares15,345 from 15,345
Change0 (0%)
Value$1.1M (-$26.4K)
Filed 2026-10-27
Bourgeon Capital Management LLC
DECREASED
Shares14,989 from 15,951
Change-962 (-6%)
Value$1.1M (-$95.9K)
Filed 2026-10-19
TSA Wealth Managment LLC
DECREASED
Shares13,113 from 15,402
Change-2,289 (-15%)
Value$932.7K (-$189.3K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
DECREASED
Shares13,061 from 13,071
Change-10 (0%)
Value$929.0K (-$23.2K)
Filed 2026-11-04
First Growth Capital LLC
DECREASED
Shares13,043 from 13,819
Change-776 (-6%)
Value$927.7K (-$79.0K)
Filed 2026-10-15
Finley Financial, LLC
UNCHANGED
Shares12,735 from 12,735
Change0 (0%)
Value$892.2K (-$35.5K)
Filed 2026-10-28
Westhampton Capital, LLC
DECREASED
Shares12,643 from 12,788
Change-145 (-1%)
Value$899.3K (-$32.3K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
DECREASED
Shares11,586 from 11,639
Change-53 (0%)
Value$824.1K (-$23.8K)
Filed 2026-10-15
Banque Pictet & CIE SA
DECREASED
Shares11,450 from 12,070
Change-620 (-5%)
Value$814.4K (-$64.9K)
Filed 2026-10-16
Cookson Peirce & Co Inc
INCREASED
Shares11,368 from 11,058
Change+310 (+3%)
Value$808.6K (+$3.0K)
Filed 2026-10-30
Unique Wealth, LLC
INCREASED
Shares10,979 from 10,962
Change+17 (+0%)
Value$780.9K (-$17.6K)
Filed 2026-10-16
Beacon Financial Group
DECREASED
Shares10,886 from 11,700
Change-814 (-7%)
Value$774.3K (-$78.0K)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
DECREASED
Shares10,525 from 10,679
Change-154 (-1%)
Value$748.7K (-$22.1K)
Filed 2026-11-02
Balance Wealth Partners LLC
DECREASED
Shares10,388 from 10,481
Change-93 (-1%)
Value$738.9K (-$24.6K)
Filed 2026-10-27
Certified Advisory Corp
INCREASED
Shares9,971 from 8,971
Change+1,000 (+11%)
Value$709.3K (+$55.7K)
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares9,546 from 9,597
Change-51 (-1%)
Value$679.0K (-$20.1K)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares9,242 from 9,455
Change-213 (-2%)
Value$657.4K (-$31.4K)
Filed 2026-10-30
Hibernia Wealth Partners, LLC
INCREASED
Shares9,062 from 8,607
Change+455 (+5%)
Value$644.6K (+$17.6K)
Filed 2026-10-29
Braun-Bostich & Associates Inc.
DECREASED
Shares8,759 from 8,992
Change-233 (-3%)
Value$623.0K (-$32.0K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares8,608 from 9,291
Change-683 (-7%)
Value$602.8K (-$74.0K)
Filed 2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares8,329 from 8,174
Change+155 (+2%)
Value$592.4K (-$3.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares8,203 from 8,639
Change-436 (-5%)
Value$583.5K (-$45.9K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares7,612
Change+7,612
Value$541.5K
Filed 2026-10-16
One Advisory Partners, LLC
DECREASED
Shares7,407 from 7,538
Change-131 (-2%)
Value$526.9K (-$22.3K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares7,214 from 9,097
Change-1,883 (-21%)
Value$513.1K (-$149.6K)
Filed 2026-10-08
Cohen Capital Management, Inc.
UNCHANGED
Shares7,190 from 7,190
Change0 (0%)
Value$511.4K (-$12.4K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares6,993 from 7,255
Change-262 (-4%)
Value$497.4K (-$31.1K)
Filed 2026-10-15
Fisher Asset Management, LLC
DECREASED
Shares6,981 from 7,261
Change-280 (-4%)
Value$496.6K (-$32.4K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares6,855 from 6,855
Change0 (0%)
Value$487.6K (-$11.8K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
DECREASED
Shares6,644 from 6,734
Change-90 (-1%)
Value$472.6K (+$15.1K)
Filed 2026-10-13
Hedges Asset Management LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$462.3K (-$11.2K)
Filed 2026-10-29
Integris Wealth Management, LLC
DECREASED
Shares6,475 from 6,588
Change-113 (-2%)
Value$460.6K (-$19.4K)
Filed 2026-10-14
Firethorn Wealth Partners, LLC
DECREASED
Shares6,220 from 6,729
Change-509 (-8%)
Value$442.5K (-$47.8K)
Filed 2026-10-14
Collaborative Capital Advisors LLC
UNCHANGED
Shares6,092 from 6,092
Change0 (0%)
Value$433.3K (-$10.5K)
Filed 2026-11-06
Harbour Capital Advisors, LLC
UNCHANGED
Shares6,029 from 6,029
Change0 (0%)
Value$428.8K (-$9.9K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares5,963 from 6,096
Change-133 (-2%)
Value$421.7K (-$17.5K)
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares5,838 from 5,838
Change0 (0%)
Value$415.3K (-$10.0K)
Filed 2026-10-14
Carret Asset Management, LLC
INCREASED
Shares5,825 from 5,540
Change+285 (+5%)
Value$414.3K (+$10.7K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares5,294 from 5,528
Change-234 (-4%)
Value$376.6K (-$26.2K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares5,061 from 5,061
Change0 (0%)
Value$360.0K (-$8.7K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED
Shares4,795 from 4,795
Change0 (0%)
Value$341.1K (-$8.2K)
Filed 2026-10-27
W Advisors, LLC
UNCHANGED
Shares4,590 from 4,590
Change0 (0%)
Value$326.5K (-$7.9K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares4,541 from 4,745
Change-204 (-4%)
Value$323.0K (-$22.6K)
Filed 2026-11-06
L. Roy Papp & Associates, LLP
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$320.1K (-$7.7K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares4,485 from 4,341
Change+144 (+3%)
Value$319.0K (+$2.8K)
Filed 2026-10-21
Yoffe Investment Management, LLC
UNCHANGED
Shares4,327 from 4,327
Change0 (0%)
Value$307.8K (-$7.4K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares4,283 from 4,348
Change-65 (-1%)
Value$304.7K (-$12.1K)
Filed 2026-10-22
Empire Life Investments Inc.
UNCHANGED
Shares4,183 from 4,183
Change0 (0%)
Value$297.5K (-$7.2K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares4,043 from 3,037
Change+1,006 (+33%)
Value$287.6K (+$66.3K)
Filed 2026-11-06
Citizens Financial Group Inc
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$287.3K (-$6.9K)
Filed 2026-10-23
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$284.5K (-$6.9K)
Filed 2026-10-07
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,902 from 4,315
Change-413 (-10%)
Value$277.5K (-$36.8K)
Filed 2026-10-14
Alpha Advisors, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$277.4K (-$6.7K)
Filed 2026-10-19
KCM Investment Advisors LLC
UNCHANGED
Shares3,865 from 3,865
Change0 (0%)
Value$274.9K (-$6.6K)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares3,655 from 3,655
Change0 (0%)
Value$260.0K (-$6.3K)
Filed 2026-10-30
Accelerate Investment Advisors LLC
DECREASED
Shares3,609 from 3,628
Change-19 (-1%)
Value$256.7K (-$7.6K)
Filed 2026-11-02
Ironwood Financial, llc
DECREASED
Shares3,570 from 3,671
Change-101 (-3%)
Value$253.9K (-$11.1K)
Filed 2026-10-20
Hardworking Capital Advisors, LLC
NEW
Shares3,305
Change+3,305
Value$235.1K
Filed 2026-10-20
Greenup Street Wealth Management LLC
DECREASED
Shares3,240 from 3,467
Change-227 (-7%)
Value$230.5K (-$22.1K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,201 from 3,201
Change0 (0%)
Value$224.3K (-$6.6K)
Filed 2026-10-16
Sutton Place Investors LLC
UNCHANGED
Shares3,165 from 3,165
Change0 (0%)
Value$225.1K (-$5.4K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares3,156 from 7,563
Change-4,407 (-58%)
Value$224.5K (-$326.5K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
NEW
Shares3,155
Change+3,155
Value$224.4K
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$216.9K (-$5.2K)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares3,011 from 3,011
Change0 (0%)
Value$214.2K (-$5.2K)
Filed 2026-10-29
First Horizon Corp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$213.4K (-$5.2K)
Filed 2026-10-26
Centerline Wealth Advisors, LLC
DECREASED
Shares2,930 from 3,257
Change-327 (-10%)
Value$208.4K (-$28.9K)
Filed 2026-10-15
Lido Advisors, LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$208.4K (-$5.0K)
Filed 2026-11-04
Foguth Wealth Management, Llc.
UNCHANGED
Shares2,906 from 2,906
Change0 (0%)
Value$208.0K (-$1.1K)
Filed 2026-10-19
USA Financial Formulas
NEW
Shares2,720
Change+2,720
Value$193.5K
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$149.0K (-$4.0K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares1,911 from 1,969
Change-58 (-3%)
Value$135.9K (-$7.5K)
Filed 2026-10-08
Princeton Global Asset Management LLC
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$119.2K (-$2.9K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares1,568 from 1,595
Change-27 (-2%)
Value$111.5K (-$4.7K)
Filed 2026-10-16
Montag A & Associates Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$106.7K (-$2.6K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$85.4K (-$2.1K)
Filed 2026-10-30
IAG Wealth Partners, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$84.0K (-$2.0K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$65.5K (-$1.6K)
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$58.3K (-$1.4K)
Filed 2026-10-19
Grove Bank & Trust
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$56.9K (-$1.4K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$48.4K (-$1.2K)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$41.6K (-$1.0K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$41.6K ($0)
Filed 2026-11-06
American National Bank & Trust
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$34.9K (-$843)
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$28.5K (-$688)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares379
Change+379
Value$27.0K
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$24.8K (-$601)
Filed 2026-10-05
POM Investment Strategies, LLC
DECREASED
Shares334 from 2,736
Change-2,402 (-88%)
Value$23.8K (-$175.6K)
Filed 2026-10-20
Retirement Wealth Solutions LLC
NEW
Shares315
Change+315
Value$22.4K
Filed 2026-10-07
Your Advocates Ltd., LLP
INCREASED
Shares313 from 163
Change+150 (+92%)
Value$22.3K (+$10.4K)
Filed 2026-11-03
Cdkv Holdings LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$20.5K (-$495)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$19.2K (-$465)
Filed 2026-11-02
Alpine Bank Wealth Management
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$8.6K (-$208)
Filed 2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$4.4K (-$106)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$4.2K (-$101)
Filed 2026-10-16
Center for Financial Planning, Inc.
DECREASED
Shares50 from 79
Change-29 (-37%)
Value$3.6K (-$2.2K)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.8K (-$69)
Filed 2026-10-20
EPG Wealth Management LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.7K (-$65)
Filed 2026-11-03
Kingdom Financial Group Llc.
NEW
Shares37
Change+37
Value$2.6K
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.3K (-$33)
Filed 2026-10-29
Financially Speaking Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$427 (+$19)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$213 (-$6)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares2
Change+2
Value$142
Filed 2026-10-27
Arrow Investment Advisors, LLC
CLOSED
Shares0 from 55,717
Change-55,717 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-02
Synergy Asset Management, LLC
CLOSED
Shares0 from 51,938
Change-51,938 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-05
Power Wealth Management LLC
CLOSED
Shares0 from 11,760
Change-11,760 (-100%)
Value$0 (-$856.7K)
Filed 2026-10-27
Barings LLC
CLOSED
Shares0 from 9,654
Change-9,654 (-100%)
Value$0 (-$703.3K)
Filed 2026-10-22
VestGen Advisors, LLC
CLOSED
Shares0 from 9,198
Change-9,198 (-100%)
Value$0 (-$670.1K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 7,591
Change-7,591 (-100%)
Value$0 (-$553.0K)
Filed 2026-10-21
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 7,591
Change-7,591 (-100%)
Value$0 (-$553.0K)
Filed 2026-11-02
Prospera Financial Services Inc
CLOSED
Shares0 from 6,358
Change-6,358 (-100%)
Value$0 (-$463.2K)
Filed 2026-11-04
Gibbs Wealth Management
CLOSED
Shares0 from 6,287
Change-6,287 (-100%)
Value$0 (-$458.0K)
Filed 2026-10-22
Watershed Private Wealth LLC
CLOSED
Shares0 from 3,306
Change-3,306 (-100%)
Value$0 (-$240.8K)
Filed 2026-10-30
Atria Investments, Inc
CLOSED
Shares0 from 2,813
Change-2,813 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-15
Oppenheimer & Co Inc
CLOSED
Shares0 from 2,782
Change-2,782 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
CLOSED
Shares0 from 2,769
Change-2,769 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-14
GFS Advisors, LLC
CLOSED
Shares0 from 2,383
Change-2,383 (-100%)
Value$0 (-$9.7M)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 747
Change-747 (-100%)
Value$0 (-$54.4K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$21.7K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 2,164,218
Change-2,164,218 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,152,441
Change-1,152,441 (-100%)
Value—
UBS Group AG
N/A
Shares— from 833,785
Change-833,785 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 503,790
Change-503,790 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 350,164
Change-350,164 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 275,673
Change-275,673 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 268,210
Change-268,210 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 187,000
Change-187,000 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 148,387
Change-148,387 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 113,620
Change-113,620 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 112,004
Change-112,004 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 104,512
Change-104,512 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 97,376
Change-97,376 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 93,457
Change-93,457 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 82,675
Change-82,675 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 80,057
Change-80,057 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,467
Change-75,467 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 59,300
Change-59,300 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 57,778
Change-57,778 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 55,592
Change-55,592 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 55,176
Change-55,176 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 53,158
Change-53,158 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 50,763
Change-50,763 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 50,470
Change-50,470 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 48,722
Change-48,722 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 48,614
Change-48,614 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 43,612
Change-43,612 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 39,930
Change-39,930 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 34,709
Change-34,709 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 32,135
Change-32,135 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,511
Change-31,511 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 28,272
Change-28,272 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 25,994
Change-25,994 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,990
Change-23,990 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 21,372
Change-21,372 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,880
Change-20,880 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 20,245
Change-20,245 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 20,241
Change-20,241 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 20,139
Change-20,139 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 20,024
Change-20,024 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 19,427
Change-19,427 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 18,521
Change-18,521 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 18,290
Change-18,290 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,732
Change-17,732 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,069
Change-17,069 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 16,307
Change-16,307 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 14,541
Change-14,541 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 14,435
Change-14,435 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 13,121
Change-13,121 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,787
Change-12,787 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 12,327
Change-12,327 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 11,660
Change-11,660 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 11,251
Change-11,251 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,094
Change-11,094 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,706
Change-10,706 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,823
Change-9,823 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,663
Change-9,663 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 9,515
Change-9,515 (-100%)
Value—
Metlife Inc
N/A
Shares— from 9,498
Change-9,498 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,291
Change-9,291 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 8,957
Change-8,957 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,692
Change-8,692 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 8,381
Change-8,381 (-100%)
Value—
&partners
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,689
Change-7,689 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,193
Change-7,193 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
EFG International AG
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 6,933
Change-6,933 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 5,871
Change-5,871 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,021
Change-5,021 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 319
Change-319 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 170
Change-170 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 123
Change-123 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
Deutsche Bank Ag\
UNCHANGED281,311281,31100%$20.5M$20.0M-$483.9K2026-11-06
LPL Financial LLC
INCREASED238,295200,589+37,706+19%$14.6M$16.9M+$2.3M2026-11-06
Willis Johnson Wealth, Inc.
DECREASED187,688193,685-5,997-3%$14.1M$13.4M-$759.7K2026-11-03
New Wave Wealth Advisors LLC
INCREASED139,859136,508+3,351+2%$9.9M$9.9M-$56.6K2026-10-19
Triglav Investments, D.O.O.
DECREASED61,93283,589-21,657-26%$6.1M$4.4M-$1.7M2026-11-06
Barry Investment Advisors, LLC
DECREASED55,20359,392-4,189-7%$4.3M$3.9M-$400.2K2026-10-14
Institute for Wealth Management, Llc.
DECREASED44,81044,846-360%$3.3M$3.2M-$79.7K2026-11-06
Providence First Trust Co
DECREASED43,40750,894-7,487-15%$3.7M$3.1M-$620.1K2026-11-02
Park Avenue Securities LLC
INCREASED43,40342,972+431+1%$3.1M$3.1K-$3.1M2026-10-26
Vise Technologies, Inc.
INCREASED42,42737,420+5,007+13%$2.7M$3.0M+$291.8K2026-10-29
Obermeyer Wealth Partners
INCREASED40,97640,739+237+1%$3.0M$2.9M-$53.2K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED39,38240,594-1,212-3%$3.0M$2.8M-$156.0K2026-11-03
Creative Planning
DECREASED38,71639,045-329-1%$2.8M$2.8M-$90.6K2026-11-02
ShoreHaven Wealth Partners, LLC
DECREASED29,48329,732-249-1%$2.2M$2.1M-$68.9K2026-10-16
Meridian Wealth Management, LLC
DECREASED27,28027,300-200%$2.0M$1.9M-$48.4K2026-11-05
Kestra Advisory Services, LLC
INCREASED26,39525,051+1,344+5%$1.8M$1.9M+$52.5K2026-11-02
Amundi
UNCHANGED26,09126,09100%$1.9M$1.9M-$44.9K2026-11-06
Truist Financial Corp
INCREASED24,46923,601+868+4%$1.7M$1.7M+$21.1K2026-10-30
HB Wealth Management, LLC
DECREASED24,38025,084-704-3%$1.8M$1.7M-$93.3K2026-10-23
Cypress Wealth Services, LLC
DECREASED23,47223,567-950%$1.7M$1.7M-$51.8K2026-10-21
PNC Financial Services Group, Inc.
DECREASED23,08724,062-975-4%$1.8M$1.6M-$110.7K2026-11-06
Ridgeline Wealth, LLC
DECREASED22,74322,746-30%$1.7M$1.6M-$49.1K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED22,06322,132-690%$1.6M$1.6K-$1.6M2026-11-02
Asempa Wealth Advisors
INCREASED20,75420,737+17+0%$1.5M$1.5M-$56.6K2026-10-07
Affinity Capital Advisors, LLC
DECREASED19,88320,158-275-1%$1.5M$1.4M-$87.7K2026-10-13
Strategic Blueprint, LLC
INCREASED19,61818,936+682+4%$1.4M$1.4M+$15.9K2026-10-22
Citigroup Inc
DECREASED19,28220,488-1,206-6%$1.5M$1.4M-$121.0K2026-11-04
Sagespring Wealth Partners, LLC
DECREASED18,90719,996-1,089-5%$1.5M$1.3M-$111.9K2026-10-22
swisspartners Advisors Ltd
DECREASED18,61018,740-130-1%$1.4M$1.3M-$40.1K2026-11-05
CIBC Asset Management Inc
DECREASED18,36341,051-22,688-55%$3.0M$1.3M-$1.7M2026-11-05
Apollon Wealth Management, LLC
DECREASED18,36318,596-233-1%$1.4M$1.3M-$48.6K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED17,89518,896-1,001-5%$1.4M$1.3M-$122.1K2026-10-13
Thrivent Financial for Lutherans
DECREASED15,76316,006-243-2%$1.2M$1.1M-$45.0K2026-11-05
Globalt Investments LLC / GA
UNCHANGED15,34515,34500%$1.1M$1.1M-$26.4K2026-10-27
Bourgeon Capital Management LLC
DECREASED14,98915,951-962-6%$1.2M$1.1M-$95.9K2026-10-19
TSA Wealth Managment LLC
DECREASED13,11315,402-2,289-15%$1.1M$932.7K-$189.3K2026-10-22
Daymark Wealth Partners, LLC
DECREASED13,06113,071-100%$952.2K$929.0K-$23.2K2026-11-04
First Growth Capital LLC
DECREASED13,04313,819-776-6%$1.0M$927.7K-$79.0K2026-10-15
Finley Financial, LLC
UNCHANGED12,73512,73500%$927.7K$892.2K-$35.5K2026-10-28
Westhampton Capital, LLC
DECREASED12,64312,788-145-1%$931.6K$899.3K-$32.3K2026-10-30
WealthPlan Investment Management, LLC
DECREASED11,58611,639-530%$847.9K$824.1K-$23.8K2026-10-15
Banque Pictet & CIE SA
DECREASED11,45012,070-620-5%$879.3K$814.4K-$64.9K2026-10-16
Cookson Peirce & Co Inc
INCREASED11,36811,058+310+3%$805.6K$808.6K+$3.0K2026-10-30
Unique Wealth, LLC
INCREASED10,97910,962+17+0%$798.6K$780.9K-$17.6K2026-10-16
Beacon Financial Group
DECREASED10,88611,700-814-7%$852.3K$774.3K-$78.0K2026-10-19
Horst & Graben Wealth Management LLC
DECREASED10,52510,679-154-1%$770.7K$748.7K-$22.1K2026-11-02
Balance Wealth Partners LLC
DECREASED10,38810,481-93-1%$763.5K$738.9K-$24.6K2026-10-27
Certified Advisory Corp
INCREASED9,9718,971+1,000+11%$653.6K$709.3K+$55.7K2026-10-29
Csenge Advisory Group
DECREASED9,5469,597-51-1%$699.1K$679.0K-$20.1K2026-11-04
Ascent Group, LLC
DECREASED9,2429,455-213-2%$688.8K$657.4K-$31.4K2026-10-30
Hibernia Wealth Partners, LLC
INCREASED9,0628,607+455+5%$627.0K$644.6K+$17.6K2026-10-29
Braun-Bostich & Associates Inc.
DECREASED8,7598,992-233-3%$655.1K$623.0K-$32.0K2026-10-20
Sound Income Strategies, LLC
DECREASED8,6089,291-683-7%$676.8K$602.8K-$74.0K2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED8,3298,174+155+2%$595.5K$592.4K-$3.0K2026-10-13
Commonwealth Equity Services, LLC
DECREASED8,2038,639-436-5%$629.4K$583.5K-$45.9K2026-11-02
Concurrent Investment Advisors, LLC
NEW7,612—+7,612——$541.5K—2026-10-16
One Advisory Partners, LLC
DECREASED7,4077,538-131-2%$549.1K$526.9K-$22.3K2026-10-22
Farther Finance Advisors, LLC
DECREASED7,2149,097-1,883-21%$662.7K$513.1K-$149.6K2026-10-08
Cohen Capital Management, Inc.
UNCHANGED7,1907,19000%$523.8K$511.4K-$12.4K2026-10-14
Blue Trust, Inc.
DECREASED6,9937,255-262-4%$528.5K$497.4K-$31.1K2026-10-15
Fisher Asset Management, LLC
DECREASED6,9817,261-280-4%$529.0K$496.6K-$32.4K2026-11-06
Avidian Wealth Enterprises, LLC
UNCHANGED6,8556,85500%$499.4K$487.6K-$11.8K2026-10-08
SAX Wealth Advisors, LLC
DECREASED6,6446,734-90-1%$457.5K$472.6K+$15.1K2026-10-13
Hedges Asset Management LLC
UNCHANGED6,5006,50000%$473.5K$462.3K-$11.2K2026-10-29
Integris Wealth Management, LLC
DECREASED6,4756,588-113-2%$479.9K$460.6K-$19.4K2026-10-14
Firethorn Wealth Partners, LLC
DECREASED6,2206,729-509-8%$490.2K$442.5K-$47.8K2026-10-14
Collaborative Capital Advisors LLC
UNCHANGED6,0926,09200%$443.8K$433.3K-$10.5K2026-11-06
Harbour Capital Advisors, LLC
UNCHANGED6,0296,02900%$438.8K$428.8K-$9.9K2026-10-13
Chicago Partners Investment Group LLC
DECREASED5,9636,096-133-2%$439.2K$421.7K-$17.5K2026-10-27
Mather Group, Llc.
UNCHANGED5,8385,83800%$425.3K$415.3K-$10.0K2026-10-14
Carret Asset Management, LLC
INCREASED5,8255,540+285+5%$403.6K$414.3K+$10.7K2026-11-04
Fifth Third Bancorp
DECREASED5,2945,528-234-4%$402.7K$376.6K-$26.2K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED5,0615,06100%$368.7K$360.0K-$8.7K2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED4,7954,79500%$349.3K$341.1K-$8.2K2026-10-27
W Advisors, LLC
UNCHANGED4,5904,59000%$334.4K$326.5K-$7.9K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED4,5414,745-204-4%$345.7K$323.0K-$22.6K2026-11-06
L. Roy Papp & Associates, LLP
UNCHANGED4,5004,50000%$327.8K$320.1K-$7.7K2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED4,4854,341+144+3%$316.2K$319.0K+$2.8K2026-10-21
Yoffe Investment Management, LLC
UNCHANGED4,3274,32700%$315.2K$307.8K-$7.4K2026-11-02
SBI Securities Co., Ltd.
DECREASED4,2834,348-65-1%$316.8K$304.7K-$12.1K2026-10-22
Empire Life Investments Inc.
UNCHANGED4,1834,18300%$304.7K$297.5K-$7.2K2026-11-06
Merit Financial Group, LLC
INCREASED4,0433,037+1,006+33%$221.2K$287.6K+$66.3K2026-11-06
Citizens Financial Group Inc
UNCHANGED4,0404,04000%$294.3K$287.3K-$6.9K2026-10-23
Silvia Mccoll Wealth Management, LLC
UNCHANGED4,0004,00000%$291.4K$284.5K-$6.9K2026-10-07
Patriot Financial Group Insurance Agency, LLC
DECREASED3,9024,315-413-10%$314.3K$277.5K-$36.8K2026-10-14
Alpha Advisors, LLC
UNCHANGED3,9003,90000%$284.1K$277.4K-$6.7K2026-10-19
KCM Investment Advisors LLC
UNCHANGED3,8653,86500%$281.6K$274.9K-$6.6K2026-10-27
Spire Wealth Management
UNCHANGED3,6553,65500%$266.3K$260.0K-$6.3K2026-10-30
Accelerate Investment Advisors LLC
DECREASED3,6093,628-19-1%$264.3K$256.7K-$7.6K2026-11-02
Ironwood Financial, llc
DECREASED3,5703,671-101-3%$265.1K$253.9K-$11.1K2026-10-20
Hardworking Capital Advisors, LLC
NEW3,305—+3,305——$235.1K—2026-10-20
Greenup Street Wealth Management LLC
DECREASED3,2403,467-227-7%$252.6K$230.5K-$22.1K2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED3,2013,20100%$230.9K$224.3K-$6.6K2026-10-16
Sutton Place Investors LLC
UNCHANGED3,1653,16500%$230.6K$225.1K-$5.4K2026-10-20
Brookstone Capital Management
DECREASED3,1567,563-4,407-58%$550.9K$224.5K-$326.5K2026-10-22
Robertson Stephens Wealth Management, LLC
NEW3,155—+3,155——$224.4K—2026-10-16
Burke & Herbert Bank & Trust Co
UNCHANGED3,0503,05000%$222.2K$216.9K-$5.2K2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED3,0113,01100%$219.3K$214.2K-$5.2K2026-10-29
First Horizon Corp
UNCHANGED3,0003,00000%$218.6K$213.4K-$5.2K2026-10-26
Centerline Wealth Advisors, LLC
DECREASED2,9303,257-327-10%$237.3K$208.4K-$28.9K2026-10-15
Lido Advisors, LLC
UNCHANGED2,9302,93000%$213.5K$208.4K-$5.0K2026-11-04
Foguth Wealth Management, Llc.
UNCHANGED2,9062,90600%$209.1K$208.0K-$1.1K2026-10-19
USA Financial Formulas
NEW2,720—+2,720——$193.5K—2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED2,1002,10000%$153.0K$149.0K-$4.0K2026-11-04
CoreCap Advisors, LLC
DECREASED1,9111,969-58-3%$143.4K$135.9K-$7.5K2026-10-08
Princeton Global Asset Management LLC
UNCHANGED1,6761,67600%$122.1K$119.2K-$2.9K2026-10-21
IFP Advisors, Inc
DECREASED1,5681,595-27-2%$116.2K$111.5K-$4.7K2026-10-16
Montag A & Associates Inc
UNCHANGED1,5001,50000%$109.3K$106.7K-$2.6K2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED1,2001,20000%$87.4K$85.4K-$2.1K2026-10-30
IAG Wealth Partners, LLC
UNCHANGED1,1801,18000%$86.0K$84.0K-$2.0K2026-11-06
Trust Co of Vermont
UNCHANGED92192100%$67.1K$65.5K-$1.6K2026-10-21
Phillips Financial Management, LLC
UNCHANGED81981900%$59.7K$58.3K-$1.4K2026-10-19
Grove Bank & Trust
UNCHANGED80080000%$58.3K$56.9K-$1.4K2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED68068000%$49.5K$48.4K-$1.2K2026-10-13
US Bancorp \de\
UNCHANGED58558500%$42.6K$41.6K-$1.0K2026-11-05
Allworth Financial LP
UNCHANGED57157100%$41.6K$41.6K$02026-11-06
American National Bank & Trust
UNCHANGED49049000%$35.7K$34.9K-$8432026-10-07
Glass Jacobson Investment Advisors llc
UNCHANGED40040000%$29.1K$28.5K-$6882026-10-26
Ascentis Independent Advisors
NEW379—+379——$27.0K—2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED34934900%$25.4K$24.8K-$6012026-10-05
POM Investment Strategies, LLC
DECREASED3342,736-2,402-88%$199.3K$23.8K-$175.6K2026-10-20
Retirement Wealth Solutions LLC
NEW315—+315——$22.4K—2026-10-07
Your Advocates Ltd., LLP
INCREASED313163+150+92%$11.9K$22.3K+$10.4K2026-11-03
Cdkv Holdings LLC
UNCHANGED28828800%$21.0K$20.5K-$4952026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED27027000%$19.7K$19.2K-$4652026-11-02
Alpine Bank Wealth Management
UNCHANGED12112100%$8.8K$8.6K-$2082026-10-16
GHP Investment Advisors, Inc.
UNCHANGED626200%$4.5K$4.4K-$1062026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED595900%$4.3K$4.2K-$1012026-10-16
Center for Financial Planning, Inc.
DECREASED5079-29-37%$5.8K$3.6K-$2.2K2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED404000%$2.9K$2.8K-$692026-10-20
EPG Wealth Management LLC
UNCHANGED383800%$2.8K$2.7K-$652026-11-03
Kingdom Financial Group Llc.
NEW37—+37——$2.6K—2026-11-04
Salomon & Ludwin, LLC
UNCHANGED323200%$2.3K$2.3K-$332026-10-29
Financially Speaking Inc
UNCHANGED6600%$408$427+$192026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED3300%$219$213-$62026-11-05
Latitude Advisors, LLC
NEW2—+2——$142—2026-10-27
Arrow Investment Advisors, LLC
CLOSED055,717-55,717-100%$4.1M$0-$4.1M2026-11-02
Synergy Asset Management, LLC
CLOSED051,938-51,938-100%$3.8M$0-$3.8M2026-11-05
Power Wealth Management LLC
CLOSED011,760-11,760-100%$856.7K$0-$856.7K2026-10-27
Barings LLC
CLOSED09,654-9,654-100%$703.3K$0-$703.3K2026-10-22
VestGen Advisors, LLC
CLOSED09,198-9,198-100%$670.1K$0-$670.1K2026-10-27
Axxcess Wealth Management, LLC
CLOSED07,591-7,591-100%$553.0K$0-$553.0K2026-10-21
Brown Miller Wealth Management, LLC
CLOSED07,591-7,591-100%$553.0K$0-$553.0K2026-11-02
Prospera Financial Services Inc
CLOSED06,358-6,358-100%$463.2K$0-$463.2K2026-11-04
Gibbs Wealth Management
CLOSED06,287-6,287-100%$458.0K$0-$458.0K2026-10-22
Watershed Private Wealth LLC
CLOSED03,306-3,306-100%$240.8K$0-$240.8K2026-10-30
Atria Investments, Inc
CLOSED02,813-2,813-100%$204.9K$0-$204.9K2026-10-15
Oppenheimer & Co Inc
CLOSED02,782-2,782-100%$202.7K$0-$202.7K2026-10-26
Meridian Financial Advisors, LLC
CLOSED02,769-2,769-100%$201.7K$0-$201.7K2026-10-14
GFS Advisors, LLC
CLOSED02,383-2,383-100%$9.7M$0-$9.7M2026-11-03
Financial Network Wealth Advisors LLC
CLOSED0747-747-100%$54.4K$0-$54.4K2026-10-28
International Assets Investment Management, LLC
CLOSED0300-300-100%$21.7K$0-$21.7K2026-11-02
Simplex Trading, LLC
CLOSED095-95-100%$6.9K$0-$6.9K2026-11-04
Morgan Stanley
N/A—2,164,218-2,164,218-100%$157.7M———
JPMorgan Chase & Co
N/A—1,152,441-1,152,441-100%$83.4M———
UBS Group AG
N/A—833,785-833,785-100%$60.7M———
Wells Fargo & Company
N/A—503,790-503,790-100%$36.7M———
Bank of America Corp
N/A—350,164-350,164-100%$25.5M———
Royal Bank of Canada
N/A—275,673-275,673-100%$20.1M———
Envestnet Asset Management Inc
N/A—268,210-268,210-100%$19.5M———
Allianz Asset Management GmbH
N/A—187,000-187,000-100%$13.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—148,387-148,387-100%$10.8M———
Integrated Wealth Concepts LLC
N/A—113,620-113,620-100%$8.3M———
Sanctuary Advisors, LLC
N/A—112,004-112,004-100%$8.2M———
One Wealth Advisors, LLC
N/A—104,512-104,512-100%$7.6M———
OneDigital Investment Advisors LLC
N/A—97,376-97,376-100%$7.1M———
Karpus Management, Inc.
N/A—93,457-93,457-100%$6.8M———
FPC Investment Advisory, Inc.
N/A—82,675-82,675-100%$6.0M———
Nvest Financial, LLC
N/A—80,057-80,057-100%$5.8M———
Cetera Investment Advisers
N/A—75,467-75,467-100%$5.5M———
Zurich Insurance Group Ltd
N/A—59,300-59,300-100%$4.3M———
Aptus Capital Advisors, LLC
N/A—57,778-57,778-100%$4.2M———
Scotia Capital Inc.
N/A—55,592-55,592-100%$4.0M———
Beacon Pointe Advisors, LLC
N/A—55,176-55,176-100%$4.0M———
Checchi Capital Advisers, LLC
N/A—53,158-53,158-100%$3.9M———
Twin Focus Capital Partners, LLC
N/A—50,763-50,763-100%$3.7M———
Raymond James Financial Inc
N/A—50,470-50,470-100%$3.7M———
Keebeck Wealth Management
N/A—48,722-48,722-100%$3.5M———
Dorsey Wright & Associates
N/A—48,614-48,614-100%$3.5M———
MML Investors Services, LLC
N/A—43,612-43,612-100%$3.2M———
KM Capital Management Ltd.
N/A—39,930-39,930-100%$2.9M———
Savvy Advisors, Inc.
N/A—34,709-34,709-100%$2.5M———
TriCert Investment Counsel Inc.
N/A—32,135-32,135-100%$2.3M———
Jane Street Group, LLC
N/A—31,511-31,511-100%$2.3M———
Osaic Holdings, Inc.
N/A—28,272-28,272-100%$2.1M———
Kickstand Ventures, Llc.
N/A—25,994-25,994-100%$1.9M———
Citadel Advisors LLC
N/A—23,990-23,990-100%$1.7M———
Ameriprise Financial Inc
N/A—21,372-21,372-100%$1.6M———
NewEdge Advisors, LLC
N/A—21,320-21,320-100%$1.6M———
FMR LLC
N/A—20,880-20,880-100%$1.5M———
Old Mission Capital LLC
N/A—20,245-20,245-100%$1.5M———
Cerity Partners LLC
N/A—20,241-20,241-100%$1.5M———
Stelac Advisory Services LLC
N/A—20,139-20,139-100%$1.5M———
CIBC World Market Inc.
N/A—20,024-20,024-100%$1.5M———
Wealthspire Advisors, LLC
N/A—19,427-19,427-100%$1.4M———
Palisades Hudson Asset Management, L.P.
N/A—18,521-18,521-100%$1.3M———
National Bank of Canada
N/A—18,290-18,290-100%$1.3M———
Stifel Financial Corp
N/A—17,732-17,732-100%$1.3M———
Baird Financial Group, Inc.
N/A—17,069-17,069-100%$1.2M———
HSBC Holdings PLC
N/A—16,307-16,307-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—14,541-14,541-100%$1.1M———
Federation des caisses Desjardins du Quebec
N/A—14,435-14,435-100%$1.1M———
MA Private Wealth
N/A—13,121-13,121-100%$955.9K———
Bridgewater Advisors Inc.
N/A—13,000-13,000-100%$969.9K———
Jones Financial Companies Lllp
N/A—12,787-12,787-100%$917.6K———
Shared Vision Wealth Group LLC
N/A—12,327-12,327-100%$898.1K———
Castleark Management LLC
N/A—12,100-12,100-100%$881.5K———
Silvercrest Asset Management Group LLC
N/A—11,660-11,660-100%$849.4K———
5T Wealth, LLC
N/A—11,251-11,251-100%$819.6K———
AE Wealth Management LLC
N/A—11,094-11,094-100%$808.2K———
Guardian Wealth Advisors, LLC / NC
N/A—10,884-10,884-100%$792.9K———
Waverly Advisors, LLC
N/A—10,706-10,706-100%$779.9K———
Cresset Asset Management, LLC
N/A—10,419-10,419-100%$759.0K———
Canal Capital Management, LLC
N/A—10,282-10,282-100%$749.0K———
Alamea Verwaltungs GmbH
N/A—10,000-10,000-100%$728.5K———
Mariner, LLC
N/A—9,823-9,823-100%$715.6K———
Advisory Services Network, LLC
N/A—9,663-9,663-100%$703.9K———
Wealthgarden F.S. LLC
N/A—9,515-9,515-100%$693.2K———
Metlife Inc
N/A—9,498-9,498-100%$692.0K———
Lcnb Corp
N/A—9,450-9,450-100%$688.4K———
Trustmark Bank Trust Department
N/A—9,400-9,400-100%$684.8K———
Mercer Global Advisors Inc
N/A—9,291-9,291-100%$676.9K———
VestGen Investment Management
N/A—8,957-8,957-100%$652.5K———
Wealth Alliance, LLC
N/A—8,842-8,842-100%$644.1K———
Focus Partners Wealth
N/A—8,692-8,692-100%$633.3K———
Quantinno Capital Management LP
N/A—8,670-8,670-100%$631.6K———
Lansing Street Advisors
N/A—8,592-8,592-100%$625.9K———
Rathbones Group PLC
N/A—8,570-8,570-100%$624.3K———
Signet Private Wealth LLC
N/A—8,381-8,381-100%$610.6K———
&partners
N/A—7,755-7,755-100%$564.9K———
Northwestern Mutual Wealth Management Co
N/A—7,689-7,689-100%$560.2K———
IEQ Capital, LLC
N/A—7,193-7,193-100%$524.0K———
Jacobs Equity LLC
N/A—7,010-7,010-100%$510.7K———
EFG International AG
N/A—6,985-6,985-100%$508.9K———
Curtis Wealth Management LLC
N/A—6,933-6,933-100%$505.1K———
Legacy Capital Group California, Inc.
N/A—6,908-6,908-100%$503.2K———
Core Wealth Advisors, Inc.
N/A—6,262-6,262-100%$456.2K———
Blair William & Co
N/A—6,192-6,192-100%$451.1K———
Stokes Family Office, LLC
N/A—6,108-6,108-100%$445.0K———
Summit Trail Advisors, LLC
N/A—6,092-6,092-100%$443.8K———
Rockefeller Capital Management L.P.
N/A—6,085-6,085-100%$443.4K———
Banque Cantonale Vaudoise
N/A—5,991-5,991-100%$437.0K———
SSA Swiss Advisors AG
N/A—5,946-5,946-100%$433.2K———
Davis Wealth Advisors, LLC
N/A—5,871-5,871-100%$427.7K———
Dunhill Financial, LLC
N/A—5,749-5,749-100%$418.8K———
Brown Advisory Inc
N/A—5,700-5,700-100%$415.2K———
Mmbg Investment Advisors Co.
N/A—5,600-5,600-100%$408.0K———
Susquehanna International Group, LLP
N/A—5,440-5,440-100%$396.3K———
Cannell & Spears LLC
N/A—5,300-5,300-100%$386.1K———
Global Retirement Partners, LLC
N/A—5,155-5,155-100%$375.5K———
BlackRock, Inc.
N/A—5,021-5,021-100%$365.8K———
Capital Advisors Inc
N/A—5,000-5,000-100%$364.3K———
Glenmede Trust Co NA
N/A—5,000-5,000-100%$364.3K———
CreativeOne Wealth, LLC
N/A—4,721-4,721-100%$343.9K———
Godfrey Financial Associates, Inc.
N/A—4,606-4,606-100%$335.6K———
Becker Capital Management Inc
N/A—4,500-4,500-100%$327.8K———
Bank of Montreal
N/A—4,321-4,321-100%$314.8K———
Ausdal Financial Partners, Inc.
N/A—4,230-4,230-100%$308.2K———
O'shaughnessy Asset Management, LLC
N/A—4,004-4,004-100%$291.7K———
Dakota Wealth Management
N/A—3,965-3,965-100%$288.9K———
HighTower Advisors, LLC
N/A—3,723-3,723-100%$271.2K———
Advyzon Investment Management, LLC
N/A—3,632-3,632-100%$264.6K———
Composition Wealth, LLC
N/A—3,538-3,538-100%$257.8K———
Banco Santander, S.A.
N/A—3,449-3,449-100%$251.3K———
Private Advisor Group, LLC
N/A—3,106-3,106-100%$226.2K———
Vident Advisory, LLC
N/A—3,030-3,030-100%$220.7K———
UBS Asset Management Americas LLC
N/A—2,588-2,588-100%$188.5K———
LOM Asset Management Ltd
N/A—2,285-2,285-100%$166.5K———
Bartlett & Co. Wealth Management LLC
N/A—2,150-2,150-100%$156.6K———
Smartleaf Asset Management LLC
N/A—2,057-2,057-100%$148.9K———
Osbon Capital Management LLC
N/A—2,054-2,054-100%$149.7K———
USA Financial Formulas
N/A—1,988-1,988-100%$144.8K———
Strategic Investment Advisors / MI
N/A—1,959-1,959-100%$142.7K———
Steigerwald, Gordon & Koch Inc.
N/A—1,800-1,800-100%$131.1K———
New Republic Capital, LLC
N/A—1,666-1,666-100%$121.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,534-1,534-100%$111.6K———
Smithfield Trust Co
N/A—1,533-1,533-100%$112.0K———
Rothschild Investment LLC
N/A—1,525-1,525-100%$111.1K———
Schroder Investment Management Group
N/A—1,515-1,515-100%$110.4K———
Colonial Trust Advisors
N/A—1,401-1,401-100%$102.1K———
Templeton & Phillips Capital Management, LLC
N/A—1,124-1,124-100%$81.9K———
Mpwm Advisory Solutions, LLC
N/A—1,089-1,089-100%$79.3K———
Whittier Trust Co of Nevada Inc
N/A—1,000-1,000-100%$73.3K———
Steward Partners Investment Advisory, LLC
N/A—952-952-100%$69.4K———
Continuum Advisory, LLC
N/A—556-556-100%$40.5K———
Huntington National Bank
N/A—319-319-100%$23.2K———
IFG Advisory, LLC
N/A—308-308-100%$22.4K———
Aberdeen Wealth Management LLC
N/A—200-200-100%$14.6K———
SOA Wealth Advisors, Llc.
N/A—184-184-100%$13.4K———
Bessemer Group Inc
N/A—170-170-100%$12———
Hantz Financial Services, Inc.
N/A—123-123-100%$9.0K———
BNP Paribas Financial Markets
N/A—100-100-100%$7.3K———
Vanguard Advisers Inc
N/A—40-40-100%$2.9K———
Arax Advisory Partners
N/A—31-31-100%$2.3K———
Showing 294 of 294 institutions