IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares International Treasu (IGOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares1,906,677 from 1,805,912
Change+100,765 (+6%)
Value$75.8M (+$1.7M)
Filed 2026-11-02
MacKenzie Financial Corp
UNCHANGED
Shares250,449 from 250,449
Change0 (0%)
Value$10.0M (-$315.6K)
Filed 2026-11-02
Leuthold Group, LLC
DECREASED
Shares245,887 from 246,891
Change-1,004 (0%)
Value$9.8M (-$351.0K)
Filed 2026-11-04
Aspect Partners, LLC
DECREASED
Shares243,676 from 247,288
Change-3,612 (-1%)
Value$9.7M (-$455.2K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares167,559 from 164,412
Change+3,147 (+2%)
Value$6.7M (-$82.0K)
Filed 2026-10-14
Inscription Capital, LLC
DECREASED
Shares109,509 from 162,506
Change-52,997 (-33%)
Value$4.4M (-$2.3M)
Filed 2026-11-02
OceanIQ Capital, LLC
NEW
Shares108,905
Change+108,905
Value$4.3M
Filed 2026-10-19
DMC Group, LLC
INCREASED
Shares92,503 from 91,861
Change+642 (+1%)
Value$3.7M (-$90.2K)
Filed 2026-10-26
Topel & Distasi Wealth Management, LLC
INCREASED
Shares84,766 from 84,529
Change+237 (+0%)
Value$3.4M (-$97.1K)
Filed 2026-11-05
Old National Bancorp
INCREASED
Shares78,787 from 70,567
Change+8,220 (+12%)
Value$3.1M (+$238.0K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares53,234 from 50,022
Change+3,212 (+6%)
Value$2.1M (+$64.7K)
Filed 2026-10-30
Columbus Macro, LLC
INCREASED
Shares46,955 from 44,615
Change+2,340 (+5%)
Value$1.9M (+$36.8K)
Filed 2026-10-14
Euro Pacific Asset Management, LLC
INCREASED
Shares46,674 from 45,658
Change+1,016 (+2%)
Value$1.9M (-$34.8K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares37,355 from 33,596
Change+3,759 (+11%)
Value$1.5M (+$107.2K)
Filed 2026-11-04
Israel Discount Bank of New York
DECREASED
Shares35,879 from 82,740
Change-46,861 (-57%)
Value$1.4M (-$2.0M)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
INCREASED
Shares35,095 from 23,183
Change+11,912 (+51%)
Value$1.4M (+$444.5K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares34,891 from 34,327
Change+564 (+2%)
Value$1.4M (-$20.0K)
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares30,720 from 26,796
Change+3,924 (+15%)
Value$1.2M (+$122.3K)
Filed 2026-10-28
Advus Financial Partners, LLC
DECREASED
Shares29,010 from 49,150
Change-20,140 (-41%)
Value$1.2M (-$862.9K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares28,427
Change+28,427
Value$1.1M
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares26,229 from 25,023
Change+1,206 (+5%)
Value$1.0M (+$16.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares26,225 from 29,962
Change-3,737 (-12%)
Value$1.0M (-$181.8K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares22,914 from 22,199
Change+715 (+3%)
Value$911.3K (+$465)
Filed 2026-10-16
Haven Private, LLC
DECREASED
Shares22,721 from 24,127
Change-1,406 (-6%)
Value$903.6K (-$86.3K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares22,117 from 27,383
Change-5,266 (-19%)
Value$879.6K (-$243.9K)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares21,730 from 21,820
Change-90 (0%)
Value$864.2K (-$31.1K)
Filed 2026-10-21
Chapman Financial Group, LLC
DECREASED
Shares18,169 from 18,619
Change-450 (-2%)
Value$722.6K (-$41.4K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares17,453 from 16,517
Change+936 (+6%)
Value$694.1K (+$16.4K)
Filed 2026-10-08
Myecfo, LLC
INCREASED
Shares16,726 from 16,646
Change+80 (+0%)
Value$665.2K (-$17.8K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
INCREASED
Shares16,186 from 6,966
Change+9,220 (+132%)
Value$643.7K (+$357.9K)
Filed 2026-10-13
One Plus One Wealth Management, LLC
NEW
Shares15,635
Change+15,635
Value$621.8K
Filed 2026-10-16
BCU Wealth Advisors, LLC
DECREASED
Shares15,213 from 27,129
Change-11,916 (-44%)
Value$605.0K (-$508.1K)
Filed 2026-10-16
Evergreen Capital Management LLC
UNCHANGED
Shares14,845 from 14,845
Change0 (0%)
Value$590.4K (-$18.7K)
Filed 2026-10-23
Old Peak Finance LLC
UNCHANGED
Shares14,103 from 14,103
Change0 (0%)
Value$560.9K (-$17.8K)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares12,876 from 17,636
Change-4,760 (-27%)
Value$513.2K (-$212.6K)
Filed 2026-10-29
Upper Left Wealth Management, LLC
DECREASED
Shares11,553 from 32,734
Change-21,181 (-65%)
Value$459.5K (-$883.6K)
Filed 2026-10-14
Whalen Wealth Management Inc.
NEW
Shares10,498
Change+10,498
Value$417.5K
Filed 2026-10-08
LFG Wealth Partners, LLC
NEW
Shares9,009
Change+9,009
Value$358.3K
Filed 2026-10-28
Insight Wealth Strategies, LLC
NEW
Shares8,772
Change+8,772
Value$348.9K
Filed 2026-10-09
US Bancorp \de\
UNCHANGED
Shares8,398 from 8,398
Change0 (0%)
Value$334.0K (-$10.6K)
Filed 2026-11-05
Angeles Wealth Management, LLC
UNCHANGED
Shares7,784 from 7,784
Change0 (0%)
Value$309.6K (-$9.8K)
Filed 2026-10-26
Fiduciary Alliance LLC
UNCHANGED
Shares7,501 from 7,501
Change0 (0%)
Value$298.3K (-$9.5K)
Filed 2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED
Shares6,974 from 6,928
Change+46 (+1%)
Value$277.4K (-$6.9K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares6,926 from 6,612
Change+314 (+5%)
Value$275.5K (+$4.2K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares5,952 from 5,470
Change+482 (+9%)
Value$236.7K (+$12.3K)
Filed 2026-10-14
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares5,937 from 5,937
Change0 (0%)
Value$236.1K (-$7.5K)
Filed 2026-11-02
Brighton Jones LLC
UNCHANGED
Shares5,759 from 5,759
Change0 (0%)
Value$229.0K (-$7.3K)
Filed 2026-11-03
HB Wealth Management, LLC
UNCHANGED
Shares5,373 from 5,373
Change0 (0%)
Value$213.7K (-$6.8K)
Filed 2026-10-23
Zenith Solutions, Inc.
UNCHANGED
Shares5,357 from 5,357
Change0 (0%)
Value$213.0K (-$6.8K)
Filed 2026-10-19
Bell Investment Advisors, Inc
NEW
Shares3,361
Change+3,361
Value$133.7K
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares3,310 from 3,395
Change-85 (-2%)
Value$131.6K (-$7.7K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$123.8K (-$3.9K)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares2,438 from 2,438
Change0 (0%)
Value$97.0K (-$3.1K)
Filed 2026-11-04
Larson Financial Group LLC
NEW
Shares2,255
Change+2,255
Value$89.7K
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares1,566 from 6,585
Change-5,019 (-76%)
Value$62 (-$269.9K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$24.0K (+$3.0K)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$15.9K (-$504)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares343
Change+343
Value$13.6K
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares231
Change+231
Value$9.2K
Filed 2026-11-05
Bangor Savings Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.0K (-$189)
Filed 2026-10-06
Barrett & Company, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$5.6K (-$176)
Filed 2026-10-22
Kingdom Financial Group Llc.
NEW
Shares58
Change+58
Value$2.3K
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.5K (-$47)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.0K (-$33)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$995 (-$31)
Filed 2026-10-07
CoreCap Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$318 (-$10)
Filed 2026-10-08
PFG Advisors
CLOSED
Shares0 from 33,660
Change-33,660 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Oppenheimer & Co Inc
CLOSED
Shares0 from 5,828
Change-5,828 (-100%)
Value$0 (-$239.1K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-02
NBT Bank, N.A.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$41)
Filed 2026-10-21
Itau Unibanco Holding S.A.
N/A
Shares— from 7,658,139
Change-7,658,139 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,875,281
Change-2,875,281 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 587,275
Change-587,275 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 437,636
Change-437,636 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 380,838
Change-380,838 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 342,394
Change-342,394 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 334,830
Change-334,830 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 293,978
Change-293,978 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 236,737
Change-236,737 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 212,410
Change-212,410 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 199,190
Change-199,190 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 177,186
Change-177,186 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 176,240
Change-176,240 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 163,454
Change-163,454 (-100%)
Value—
UBS Group AG
N/A
Shares— from 146,282
Change-146,282 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 140,137
Change-140,137 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 136,804
Change-136,804 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 124,394
Change-124,394 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 120,044
Change-120,044 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 113,993
Change-113,993 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 113,837
Change-113,837 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 112,825
Change-112,825 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 109,851
Change-109,851 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 89,157
Change-89,157 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 81,190
Change-81,190 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 75,814
Change-75,814 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 65,230
Change-65,230 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 63,654
Change-63,654 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 62,332
Change-62,332 (-100%)
Value—
Betterment LLC
N/A
Shares— from 61,072
Change-61,072 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 54,782
Change-54,782 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 52,410
Change-52,410 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 42,899
Change-42,899 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 37,642
Change-37,642 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 37,433
Change-37,433 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 30,340
Change-30,340 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,020
Change-30,020 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 27,012
Change-27,012 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 25,894
Change-25,894 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 25,245
Change-25,245 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,854
Change-24,854 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,952
Change-23,952 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 21,945
Change-21,945 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 19,097
Change-19,097 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,376
Change-17,376 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 16,955
Change-16,955 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 16,785
Change-16,785 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,145
Change-15,145 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 15,017
Change-15,017 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 13,519
Change-13,519 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 13,194
Change-13,194 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 12,423
Change-12,423 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,998
Change-11,998 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,378
Change-11,378 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 10,849
Change-10,849 (-100%)
Value—
Obsido Oy
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,848
Change-7,848 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
FMR LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 521
Change-521 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 238
Change-238 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 118
Change-118 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Creative Planning
INCREASED1,906,6771,805,912+100,765+6%$74.1M$75.8M+$1.7M2026-11-02
MacKenzie Financial Corp
UNCHANGED250,449250,44900%$10.3M$10.0M-$315.6K2026-11-02
Leuthold Group, LLC
DECREASED245,887246,891-1,0040%$10.1M$9.8M-$351.0K2026-11-04
Aspect Partners, LLC
DECREASED243,676247,288-3,612-1%$10.1M$9.7M-$455.2K2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED167,559164,412+3,147+2%$6.7M$6.7M-$82.0K2026-10-14
Inscription Capital, LLC
DECREASED109,509162,506-52,997-33%$6.7M$4.4M-$2.3M2026-11-02
OceanIQ Capital, LLC
NEW108,905—+108,905——$4.3M—2026-10-19
DMC Group, LLC
INCREASED92,50391,861+642+1%$3.8M$3.7M-$90.2K2026-10-26
Topel & Distasi Wealth Management, LLC
INCREASED84,76684,529+237+0%$3.5M$3.4M-$97.1K2026-11-05
Old National Bancorp
INCREASED78,78770,567+8,220+12%$2.9M$3.1M+$238.0K2026-10-20
Truist Financial Corp
INCREASED53,23450,022+3,212+6%$2.1M$2.1M+$64.7K2026-10-30
Columbus Macro, LLC
INCREASED46,95544,615+2,340+5%$1.8M$1.9M+$36.8K2026-10-14
Euro Pacific Asset Management, LLC
INCREASED46,67445,658+1,016+2%$1.9M$1.9M-$34.8K2026-11-03
Citigroup Inc
INCREASED37,35533,596+3,759+11%$1.4M$1.5M+$107.2K2026-11-04
Israel Discount Bank of New York
DECREASED35,87982,740-46,861-57%$3.4M$1.4M-$2.0M2026-10-14
Compagnie Lombard Odier SCmA
INCREASED35,09523,183+11,912+51%$951.2K$1.4M+$444.5K2026-11-04
TD Waterhouse Canada Inc.
INCREASED34,89134,327+564+2%$1.4M$1.4M-$20.0K2026-10-16
TD Private Client Wealth LLC
INCREASED30,72026,796+3,924+15%$1.1M$1.2M+$122.3K2026-10-28
Advus Financial Partners, LLC
DECREASED29,01049,150-20,140-41%$2.0M$1.2M-$862.9K2026-10-20
Leo Wealth, LLC
NEW28,427—+28,427——$1.1M—2026-10-26
RFG Advisory, LLC
INCREASED26,22925,023+1,206+5%$1.0M$1.0M+$16.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED26,22529,962-3,737-12%$1.2M$1.0M-$181.8K2026-10-13
IFP Advisors, Inc
INCREASED22,91422,199+715+3%$910.8K$911.3K+$4652026-10-16
Haven Private, LLC
DECREASED22,72124,127-1,406-6%$989.9K$903.6K-$86.3K2026-10-27
Commonwealth Equity Services, LLC
DECREASED22,11727,383-5,266-19%$1.1M$879.6K-$243.9K2026-11-02
Crossmark Global Holdings, Inc.
DECREASED21,73021,820-900%$895.3K$864.2K-$31.1K2026-10-21
Chapman Financial Group, LLC
DECREASED18,16918,619-450-2%$763.9K$722.6K-$41.4K2026-10-26
Farther Finance Advisors, LLC
INCREASED17,45316,517+936+6%$677.7K$694.1K+$16.4K2026-10-08
Myecfo, LLC
INCREASED16,72616,646+80+0%$683.0K$665.2K-$17.8K2026-10-14
Fiduciary Financial Group, LLC
INCREASED16,1866,966+9,220+132%$285.8K$643.7K+$357.9K2026-10-13
One Plus One Wealth Management, LLC
NEW15,635—+15,635——$621.8K—2026-10-16
BCU Wealth Advisors, LLC
DECREASED15,21327,129-11,916-44%$1.1M$605.0K-$508.1K2026-10-16
Evergreen Capital Management LLC
UNCHANGED14,84514,84500%$609.1K$590.4K-$18.7K2026-10-23
Old Peak Finance LLC
UNCHANGED14,10314,10300%$578.7K$560.9K-$17.8K2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED12,87617,636-4,760-27%$725.8K$513.2K-$212.6K2026-10-29
Upper Left Wealth Management, LLC
DECREASED11,55332,734-21,181-65%$1.3M$459.5K-$883.6K2026-10-14
Whalen Wealth Management Inc.
NEW10,498—+10,498——$417.5K—2026-10-08
LFG Wealth Partners, LLC
NEW9,009—+9,009——$358.3K—2026-10-28
Insight Wealth Strategies, LLC
NEW8,772—+8,772——$348.9K—2026-10-09
US Bancorp \de\
UNCHANGED8,3988,39800%$344.6K$334.0K-$10.6K2026-11-05
Angeles Wealth Management, LLC
UNCHANGED7,7847,78400%$319.4K$309.6K-$9.8K2026-10-26
Fiduciary Alliance LLC
UNCHANGED7,5017,50100%$307.8K$298.3K-$9.5K2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED6,9746,928+46+1%$284.3K$277.4K-$6.9K2026-11-02
Fifth Third Bancorp
INCREASED6,9266,612+314+5%$271.3K$275.5K+$4.2K2026-11-05
Advisory Solutions Group, LLC
INCREASED5,9525,470+482+9%$224.4K$236.7K+$12.3K2026-10-14
RED Lighthouse Investment Management, LLC
UNCHANGED5,9375,93700%$243.6K$236.1K-$7.5K2026-11-02
Brighton Jones LLC
UNCHANGED5,7595,75900%$236.3K$229.0K-$7.3K2026-11-03
HB Wealth Management, LLC
UNCHANGED5,3735,37300%$220.5K$213.7K-$6.8K2026-10-23
Zenith Solutions, Inc.
UNCHANGED5,3575,35700%$219.8K$213.0K-$6.8K2026-10-19
Bell Investment Advisors, Inc
NEW3,361—+3,361——$133.7K—2026-10-29
SBI Securities Co., Ltd.
DECREASED3,3103,395-85-2%$139.3K$131.6K-$7.7K2026-10-22
Trust Co of Vermont
UNCHANGED3,1123,11200%$127.7K$123.8K-$3.9K2026-10-21
Creative Financial Designs Inc
UNCHANGED2,4382,43800%$100.0K$97.0K-$3.1K2026-11-04
Larson Financial Group LLC
NEW2,255—+2,255——$89.7K—2026-11-05
Covestor Ltd
DECREASED1,5666,585-5,019-76%$270.0K$62-$269.9K2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED90390300%$21.0K$24.0K+$3.0K2026-11-04
Private Trust Co NA
UNCHANGED40040000%$16.4K$15.9K-$5042026-10-20
Latitude Advisors, LLC
NEW343—+343——$13.6K—2026-10-27
Three Bridge Wealth Advisors, LLC
NEW231—+231——$9.2K—2026-11-05
Bangor Savings Bank
UNCHANGED15015000%$6.2K$6.0K-$1892026-10-06
Barrett & Company, Inc.
UNCHANGED14014000%$5.7K$5.6K-$1762026-10-22
Kingdom Financial Group Llc.
NEW58—+58——$2.3K—2026-11-04
Rossby Financial, LCC
UNCHANGED373700%$1.5K$1.5K-$472026-11-05
Compass Financial Management LLC
UNCHANGED262600%$1.1K$1.0K-$332026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED252500%$1.0K$995-$312026-10-07
CoreCap Advisors, LLC
UNCHANGED8800%$328$318-$102026-10-08
PFG Advisors
CLOSED033,660-33,660-100%$1.4M$0-$1.4M2026-10-16
Oppenheimer & Co Inc
CLOSED05,828-5,828-100%$239.1K$0-$239.1K2026-10-26
International Assets Investment Management, LLC
CLOSED036-36-100%$1.5K$0-$1.5K2026-11-02
NBT Bank, N.A.
CLOSED01-1-100%$41$0-$412026-10-21
Itau Unibanco Holding S.A.
N/A—7,658,139-7,658,139-100%$314.2M———
BlackRock, Inc.
N/A—2,875,281-2,875,281-100%$118.0M———
Checchi Capital Advisers, LLC
N/A—587,275-587,275-100%$24.1M———
Neuberger Berman Group LLC
N/A—437,636-437,636-100%$18.0M———
MAI Capital Management
N/A—380,838-380,838-100%$15.6M———
Raymond James Financial Inc
N/A—342,394-342,394-100%$14.0M———
Wells Fargo & Company
N/A—334,830-334,830-100%$13.7M———
Bank of America Corp
N/A—293,978-293,978-100%$12.1M———
Royal Bank of Canada
N/A—236,737-236,737-100%$9.7M———
Savant Capital, LLC
N/A—212,410-212,410-100%$8.7M———
Jones Financial Companies Lllp
N/A—199,190-199,190-100%$8.2M———
LPL Financial LLC
N/A—177,186-177,186-100%$7.3M———
Envestnet Asset Management Inc
N/A—176,240-176,240-100%$7.2M———
AE Wealth Management LLC
N/A—163,454-163,454-100%$6.7M———
UBS Group AG
N/A—146,282-146,282-100%$6.0M———
Morgan Stanley
N/A—140,137-140,137-100%$5.7M———
NorthCoast Asset Management LLC
N/A—136,804-136,804-100%$5.6M———
Jane Street Group, LLC
N/A—124,394-124,394-100%$5.1M———
Northern Trust Corp
N/A—120,044-120,044-100%$4.9M———
Financial Engines Advisors L.L.C.
N/A—113,993-113,993-100%$4.7M———
World Investment Advisors
N/A—113,837-113,837-100%$4.7M———
Fisher Asset Management, LLC
N/A—112,825-112,825-100%$4.6M———
JPMorgan Chase & Co
N/A—109,851-109,851-100%$4.5M———
Susquehanna International Group, LLP
N/A—89,157-89,157-100%$3.7M———
Beacon Pointe Advisors, LLC
N/A—81,190-81,190-100%$3.3M———
Cerity Partners Ocio LLC
N/A—75,814-75,814-100%$3.1M———
Empirical Asset Management, LLC
N/A—65,230-65,230-100%$2.7M———
SageGuard Financial Group, LLC
N/A—63,654-63,654-100%$2.6M———
Cetera Investment Advisers
N/A—62,332-62,332-100%$2.6M———
Betterment LLC
N/A—61,072-61,072-100%$2.5M———
Johnson Investment Counsel Inc
N/A—54,782-54,782-100%$2.2M———
Fairview Capital Investment Management, LLC
N/A—52,410-52,410-100%$2.2M———
Allianz Asset Management GmbH
N/A—42,899-42,899-100%$1.8M———
Focus Partners Wealth
N/A—37,642-37,642-100%$1.5M———
PNC Financial Services Group, Inc.
N/A—37,433-37,433-100%$1.5M———
Manufacturers Life Insurance Company, the
N/A—30,340-30,340-100%$1.2M———
Vestmark Advisory Solutions, Inc.
N/A—30,020-30,020-100%$1.2M———
Headinvest, LLC
N/A—28,000-28,000-100%$1.1M———
Lazard Asset Management LLC
N/A—27,012-27,012-100%$1.1M———
Rothschild Capital Partners, LLC
N/A—25,894-25,894-100%$1.1M———
Verity Wealth Advisors
N/A—25,245-25,245-100%$1.0M———
Osaic Holdings, Inc.
N/A—24,854-24,854-100%$1.0M———
HRT Financial LP
N/A—23,952-23,952-100%$982.0K———
Advisory Services Network, LLC
N/A—21,945-21,945-100%$900.4K———
Northwestern Mutual Wealth Management Co
N/A—19,097-19,097-100%$783.6K———
Mariner, LLC
N/A—17,376-17,376-100%$712.9K———
Cerity Partners LLC
N/A—16,955-16,955-100%$695.7K———
CreativeOne Wealth, LLC
N/A—16,785-16,785-100%$688.7K———
Invesco Ltd.
N/A—16,460-16,460-100%$675.4K———
Natixis Advisors, LLC
N/A—15,145-15,145-100%$621.0K———
Sovereign Financial Group, Inc.
N/A—15,017-15,017-100%$616.1K———
NorthRock Partners, LLC
N/A—13,519-13,519-100%$554.7K———
IEQ Capital, LLC
N/A—13,194-13,194-100%$541.4K———
Vista Capital Partners, Inc.
N/A—12,423-12,423-100%$509.7K———
Summit Trail Advisors, LLC
N/A—11,998-11,998-100%$492.3K———
Two Sigma Securities, LLC
N/A—11,378-11,378-100%$466.8K———
Destination Wealth Management
N/A—10,849-10,849-100%$445.1K———
Obsido Oy
N/A—10,145-10,145-100%$416.2K———
MML Investors Services, LLC
N/A—9,314-9,314-100%$382.2K———
RWA Wealth Partners, LLC
N/A—8,440-8,440-100%$346.3K———
Bank of Montreal
N/A—7,848-7,848-100%$322.0K———
NerdWallet Wealth Partners, LLC
N/A—5,666-5,666-100%$232.5K———
Baker Avenue Asset Management, LP
N/A—5,455-5,455-100%$223.8K———
Quadrature Capital Ltd
N/A—5,304-5,304-100%$217.6K———
Pure Financial Advisors, LLC
N/A—5,171-5,171-100%$212.1K———
Arax Advisory Partners
N/A—5,100-5,100-100%$209.3K———
SHP Wealth Management
N/A—4,223-4,223-100%$173.3K———
Qube Research & Technologies Ltd
N/A—2,611-2,611-100%$107.1K———
HM Payson & Co
N/A—1,600-1,600-100%$65.6K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,436-1,436-100%$58.9K———
Smartleaf Asset Management LLC
N/A—1,175-1,175-100%$48.4K———
Rockefeller Capital Management L.P.
N/A—1,122-1,122-100%$46.1K———
Franklin Resources Inc
N/A—1,065-1,065-100%$43.7K———
FMR LLC
N/A—969-969-100%$39.8K———
Godfrey Financial Associates, Inc.
N/A—560-560-100%$23.0K———
Brown Brothers Harriman & Co
N/A—521-521-100%$21.4K———
Caitlin John, LLC
N/A—249-249-100%$10.2K———
Aptus Capital Advisors, LLC
N/A—239-239-100%$9.8K———
Harbour Investments, Inc.
N/A—238-238-100%$9.8K———
Steward Partners Investment Advisory, LLC
N/A—234-234-100%$9.6K———
Waverly Advisors, LLC
N/A—186-186-100%$7.6K———
BFC Planning, Inc.
N/A—127-127-100%$5.2K———
Tower Research Capital LLC (TRC)
N/A—118-118-100%$4.8K———
Dunhill Financial, LLC
N/A—60-60-100%$2.5K———
Oakmont Advisory Group, LLC
N/A—16-16-100%$666———
Global Retirement Partners, LLC
N/A—10-10-100%$410———
SOA Wealth Advisors, Llc.
N/A—4-4-100%$164———
Showing 157 of 157 institutions