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Ishares Msci All Country ASI (AAXJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares2,430,552 from 2,384,364
Change+46,188 (+2%)
Value$283.0M (-$1.5M)
Filed 2026-11-05
J.Safra Asset Management Corp
INCREASED
Shares904,840 from 874,689
Change+30,151 (+3%)
Value$105.4M (+$978.4K)
Filed 2026-11-03
Meitav Investment House LTD
INCREASED
Shares657,576 from 655,751
Change+1,825 (+0%)
Value$76.6M (-$1.7M)
Filed 2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares218,521 from 267,295
Change-48,774 (-18%)
Value$25.7M (-$5.7M)
Filed 2026-10-29
BFI Infinity Ltd.
DECREASED
Shares207,830 from 315,265
Change-107,435 (-34%)
Value$24.2M (-$13.4M)
Filed 2026-10-16
Fiduciary Financial Group, LLC
INCREASED
Shares131,437 from 124,900
Change+6,537 (+5%)
Value$15.3M (+$399.6K)
Filed 2026-10-13
James Hambro & Partners LLP
INCREASED
Shares117,435 from 88,915
Change+28,520 (+32%)
Value$13.7M (+$3.1M)
Filed 2026-10-19
GFS Advisors, LLC
INCREASED
Shares114,915 from 101,080
Change+13,835 (+14%)
Value$13.4M (+$1.3M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares86,088 from 85,342
Change+746 (+1%)
Value$10.0M (-$160.2K)
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares83,870 from 82,935
Change+935 (+1%)
Value$9.8M (-$131.3K)
Filed 2026-10-15
iA Global Asset Management Inc.
INCREASED
Shares81,854 from 23,265
Change+58,589 (+252%)
Value$9.5K (-$2.8M)
Filed 2026-10-29
Rothschild & Co Wealth Management UK Ltd
UNCHANGED
Shares44,713 from 44,713
Change0 (0%)
Value$5.2M (-$129.4K)
Filed 2026-10-20
Bailard, Inc.
DECREASED
Shares44,099 from 46,317
Change-2,218 (-5%)
Value$5.1M (-$392.3K)
Filed 2026-10-13
Evergreen Capital Management LLC
UNCHANGED
Shares41,946 from 41,946
Change0 (0%)
Value$4.9M (-$121.4K)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares37,695 from 36,840
Change+855 (+2%)
Value$4.4M (-$7.1K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
DECREASED
Shares36,332 from 36,352
Change-20 (0%)
Value$4.2M (-$107.6K)
Filed 2026-10-30
Pathway Financial Advisors LLC
DECREASED
Shares27,419 from 28,251
Change-832 (-3%)
Value$3.2M (-$26.4K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares27,330 from 27,075
Change+255 (+1%)
Value$3.2M (-$48.7K)
Filed 2026-11-02
Acima Private Wealth, LLC
INCREASED
Shares25,241 from 25,048
Change+193 (+1%)
Value$2.9M (-$50.0K)
Filed 2026-10-05
PNC Financial Services Group, Inc.
DECREASED
Shares23,763 from 23,958
Change-195 (-1%)
Value$2.8M (-$92.1K)
Filed 2026-11-06
Climber Capital SA
INCREASED
Shares22,094 from 21,087
Change+1,007 (+5%)
Value$2.0M (-$36.8K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED
Shares21,352 from 21,352
Change0 (0%)
Value$2.5M (+$7.0K)
Filed 2026-11-04
swisspartners Advisors Ltd
DECREASED
Shares20,205 from 20,255
Change-50 (0%)
Value$2.4M (-$63.7K)
Filed 2026-11-05
Insight Wealth Partners, LLC
INCREASED
Shares19,305 from 18,578
Change+727 (+4%)
Value$2.2M (+$30.9K)
Filed 2026-10-26
Congress Asset Management Co
DECREASED
Shares14,246 from 14,955
Change-709 (-5%)
Value$1.7M (-$125.9K)
Filed 2026-10-06
Gruss & Co., LLC
DECREASED
Shares12,000 from 19,000
Change-7,000 (-37%)
Value$1.4M (-$870.1K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares11,853 from 11,789
Change+64 (+1%)
Value$1.4M (-$26.7K)
Filed 2026-11-05
First Growth Capital LLC
INCREASED
Shares10,869 from 10,589
Change+280 (+3%)
Value$1.3M (+$1.9K)
Filed 2026-10-15
HB Wealth Management, LLC
UNCHANGED
Shares10,546 from 10,546
Change0 (0%)
Value$1.2M (-$30.5K)
Filed 2026-10-23
Banque Pictet & CIE SA
DECREASED
Shares10,002 from 10,655
Change-653 (-6%)
Value$1.2M (-$106.9K)
Filed 2026-10-16
Retirement Planning Group, LLC
INCREASED
Shares9,115 from 6,139
Change+2,976 (+48%)
Value$1.1M (+$328.7K)
Filed 2026-10-19
Camelot Technology Advisors, Inc.
INCREASED
Shares8,946 from 8,721
Change+225 (+3%)
Value$1.0M (+$926)
Filed 2026-10-09
Independent Wealth Network Inc.
DECREASED
Shares8,696 from 8,705
Change-9 (0%)
Value$1.0M (-$26.2K)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares8,004 from 10,979
Change-2,975 (-27%)
Value$932.0K (-$378.2K)
Filed 2026-10-23
Finley Financial, LLC
UNCHANGED
Shares7,395 from 7,395
Change0 (0%)
Value$864.6K (-$17.8K)
Filed 2026-10-28
Accredited Investors Inc.
INCREASED
Shares7,060 from 6,389
Change+671 (+11%)
Value$822.1K (+$59.6K)
Filed 2026-11-03
Vontobel Holding Ltd.
UNCHANGED
Shares6,828 from 6,828
Change0 (0%)
Value$795.0K (-$19.8K)
Filed 2026-10-16
Goelzer Investment Management, Inc.
UNCHANGED
Shares6,693 from 6,693
Change0 (0%)
Value$779.3K (-$19.4K)
Filed 2026-10-16
Northstar Asset Management Co
UNCHANGED
Shares6,550 from 6,550
Change0 (0%)
Value$716.5K (-$3.1K)
Filed 2026-10-22
Evolution Wealth Advisors, LLC
INCREASED
Shares6,400 from 4,838
Change+1,562 (+32%)
Value$745.2K (+$167.9K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares5,842 from 5,842
Change0 (0%)
Value$680.2K (-$16.9K)
Filed 2026-10-20
Summa Corp.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$640.4K (-$15.9K)
Filed 2026-10-30
BigSur Wealth Management LLC
UNCHANGED
Shares5,260 from 5,260
Change0 (0%)
Value$612.4K (-$15.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares5,240 from 4,796
Change+444 (+9%)
Value$610 (-$571.4K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares4,786 from 5,018
Change-232 (-5%)
Value$557.3K (-$41.5K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares4,590 from 4,590
Change0 (0%)
Value$525.4K (-$8.0K)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares4,477 from 4,177
Change+300 (+7%)
Value$521.3K (+$22.8K)
Filed 2026-11-06
Altfest L J & Co Inc
DECREASED
Shares4,198 from 4,588
Change-390 (-8%)
Value$488.7K (-$58.7K)
Filed 2026-10-27
Breakwater Investment Management
DECREASED
Shares4,090 from 4,547
Change-457 (-10%)
Value$476.2K (-$66.4K)
Filed 2026-10-20
TritonPoint Partners, LLC
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$468.1K (-$11.6K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$468.1K (-$11.6K)
Filed 2026-10-19
Wespac Advisors, LLC
DECREASED
Shares3,955 from 5,048
Change-1,093 (-22%)
Value$460.5K (-$141.9K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares3,920 from 3,988
Change-68 (-2%)
Value$456.4K (-$19.5K)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares3,596 from 3,636
Change-40 (-1%)
Value$418.7K (-$15.2K)
Filed 2026-10-13
Yoffe Investment Management, LLC
UNCHANGED
Shares3,592 from 3,592
Change0 (0%)
Value$418.2K (-$10.4K)
Filed 2026-11-02
Americana Partners, LLC
UNCHANGED
Shares3,532 from 3,532
Change0 (0%)
Value$411.2K (-$10.2K)
Filed 2026-10-28
Foster Group, Inc.
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$395.9K (-$9.8K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED
Shares3,021 from 3,021
Change0 (0%)
Value$351.8K (-$8.7K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
DECREASED
Shares2,936 from 98,508
Change-95,572 (-97%)
Value$343.8K (-$11.1M)
Filed 2026-10-16
Oarsman Capital, Inc.
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$330.1K (-$8.2K)
Filed 2026-11-05
South Shore Capital Advisors
NEW
Shares2,528
Change+2,528
Value$294.3K
Filed 2026-10-20
Creative Planning
DECREASED
Shares2,403 from 4,266
Change-1,863 (-44%)
Value$279.8K (-$229.3K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares2,359 from 2,552
Change-193 (-8%)
Value$274.7K (-$29.5K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares2,263 from 13,059
Change-10,796 (-83%)
Value$240.3K (-$1.3M)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares2,138 from 2,118
Change+20 (+1%)
Value$249.0K (-$3.8K)
Filed 2026-11-05
First Pacific Financial
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$242.2K (-$6.0K)
Filed 2026-10-14
Stackstone Wealth, LLC
NEW
Shares2,058
Change+2,058
Value$239.6K
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$230.9K (-$5.7K)
Filed 2026-11-05
Trek Financial, LLC
NEW
Shares1,908
Change+1,908
Value$222.2K
Filed 2026-10-29
Sagespring Wealth Partners, LLC
NEW
Shares1,900
Change+1,900
Value$221.2K
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED
Shares1,865 from 1,933
Change-68 (-4%)
Value$217.1K (-$13.6K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares1,268
Change+1,268
Value$147.7K
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$139.0K (-$3.5K)
Filed 2026-10-30
Union Savings Bank
NEW
Shares1,160
Change+1,160
Value$135.1K
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$101.5K (-$2.5K)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$82.0K (-$2.0K)
Filed 2026-10-08
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$80.0K (-$2.0K)
Filed 2026-10-15
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares670 from 708
Change-38 (-5%)
Value$78 (-$83.9K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares396
Change+396
Value$46.1K
Filed 2026-10-30
Blue Trust, Inc.
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$36.6K (-$909)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares251 from 46
Change+205 (+446%)
Value$29.2K (+$23.7K)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$28.2K (-$701)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares220 from 226
Change-6 (-3%)
Value$25.6K (-$1.4K)
Filed 2026-10-14
MB, Levis & Associates, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$23.2K (-$578)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares158
Change+158
Value$18.4K
Filed 2026-10-09
Tsfg, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$17 (-$17.0K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares100 from 200
Change-100 (-50%)
Value$11.6K (-$12.2K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares96 from 276
Change-180 (-65%)
Value$11.2K (-$21.8K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.8K (-$145)
Filed 2026-10-20
Farther Finance Advisors, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$5.5K (-$137)
Filed 2026-10-08
Ascentis Wealth Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.1K (-$52)
Filed 2026-11-03
Downshift Financial, LLC
NEW
Shares6
Change+6
Value$699
Filed 2026-10-13
WPG Advisers, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$699 (-$17)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$699 (-$17)
Filed 2026-10-13
Financial Perspectives, Inc
NEW
Shares4
Change+4
Value$466
Filed 2026-11-03
Journey Advisory Group, LLC
CLOSED
Shares0 from 21,623
Change-21,623 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-04
Founders Financial Securities LLC
CLOSED
Shares0 from 19,203
Change-19,203 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-28
KPP Advisory Services LLC
CLOSED
Shares0 from 4,545
Change-4,545 (-100%)
Value$0 (-$542.4K)
Filed 2026-10-26
LVW Advisors, LLC
CLOSED
Shares0 from 2,709
Change-2,709 (-100%)
Value$0 (-$323.3K)
Filed 2026-10-19
4Wealth Advisors, Inc.
CLOSED
Shares0 from 1,968
Change-1,968 (-100%)
Value$0 (-$231.2K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$14.4K)
Filed 2026-11-04
SYM Financial Corp
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-26
JPMorgan Chase & Co
N/A
Shares— from 3,183,009
Change-3,183,009 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,281,315
Change-1,281,315 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 650,335
Change-650,335 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 594,808
Change-594,808 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 482,898
Change-482,898 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 397,864
Change-397,864 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 348,109
Change-348,109 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 258,176
Change-258,176 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 221,238
Change-221,238 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 213,109
Change-213,109 (-100%)
Value—
UBS Group AG
N/A
Shares— from 208,265
Change-208,265 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 200,040
Change-200,040 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 150,034
Change-150,034 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 144,151
Change-144,151 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 130,740
Change-130,740 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 130,606
Change-130,606 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 127,436
Change-127,436 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 122,966
Change-122,966 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 98,477
Change-98,477 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 94,725
Change-94,725 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 85,821
Change-85,821 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 85,009
Change-85,009 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 79,720
Change-79,720 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 79,372
Change-79,372 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 74,842
Change-74,842 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 73,253
Change-73,253 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,921
Change-60,921 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 60,099
Change-60,099 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 59,584
Change-59,584 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 59,210
Change-59,210 (-100%)
Value—
EFG International AG
N/A
Shares— from 55,763
Change-55,763 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 48,415
Change-48,415 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 48,381
Change-48,381 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 46,855
Change-46,855 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 43,637
Change-43,637 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 42,576
Change-42,576 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 42,108
Change-42,108 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 35,020
Change-35,020 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 33,957
Change-33,957 (-100%)
Value—
Prudential PLC
N/A
Shares— from 33,364
Change-33,364 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 31,844
Change-31,844 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 27,704
Change-27,704 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 26,852
Change-26,852 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 25,985
Change-25,985 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 25,862
Change-25,862 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 25,050
Change-25,050 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 23,966
Change-23,966 (-100%)
Value—
Commerce Bank
N/A
Shares— from 23,954
Change-23,954 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 23,864
Change-23,864 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 23,810
Change-23,810 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,964
Change-22,964 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 21,946
Change-21,946 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 19,346
Change-19,346 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,981
Change-17,981 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 17,048
Change-17,048 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 16,607
Change-16,607 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 16,482
Change-16,482 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 16,230
Change-16,230 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 15,884
Change-15,884 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,744
Change-14,744 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,161
Change-13,161 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,859
Change-12,859 (-100%)
Value—
Betterment LLC
N/A
Shares— from 12,648
Change-12,648 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,545
Change-12,545 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,703
Change-11,703 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 8,983
Change-8,983 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,764
Change-8,764 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,130
Change-8,130 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,914
Change-7,914 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,787
Change-7,787 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,256
Change-7,256 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,859
Change-6,859 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,917
Change-4,917 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,353
Change-4,353 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 366
Change-366 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 350
Change-350 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Blair William & Co
N/A
Shares— from 296
Change-296 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 250
Change-250 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 44
Change-44 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Analyst IMS Investment Management Services Ltd.
INCREASED2,430,5522,384,364+46,188+2%$284.5M$283.0M-$1.5M2026-11-05
J.Safra Asset Management Corp
INCREASED904,840874,689+30,151+3%$104.4M$105.4M+$978.4K2026-11-03
Meitav Investment House LTD
INCREASED657,576655,751+1,825+0%$78.3M$76.6M-$1.7M2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
DECREASED218,521267,295-48,774-18%$31.4M$25.7M-$5.7M2026-10-29
BFI Infinity Ltd.
DECREASED207,830315,265-107,435-34%$37.6M$24.2M-$13.4M2026-10-16
Fiduciary Financial Group, LLC
INCREASED131,437124,900+6,537+5%$14.9M$15.3M+$399.6K2026-10-13
James Hambro & Partners LLP
INCREASED117,43588,915+28,520+32%$10.6M$13.7M+$3.1M2026-10-19
GFS Advisors, LLC
INCREASED114,915101,080+13,835+14%$12.1M$13.4M+$1.3M2026-11-03
Citigroup Inc
INCREASED86,08885,342+746+1%$10.2M$10.0M-$160.2K2026-11-04
Activest Wealth Management
INCREASED83,87082,935+935+1%$9.9M$9.8M-$131.3K2026-10-15
iA Global Asset Management Inc.
INCREASED81,85423,265+58,589+252%$2.8M$9.5K-$2.8M2026-10-29
Rothschild & Co Wealth Management UK Ltd
UNCHANGED44,71344,71300%$5.3M$5.2M-$129.4K2026-10-20
Bailard, Inc.
DECREASED44,09946,317-2,218-5%$5.5M$5.1M-$392.3K2026-10-13
Evergreen Capital Management LLC
UNCHANGED41,94641,94600%$5.0M$4.9M-$121.4K2026-10-23
AlphaCore Capital LLC
INCREASED37,69536,840+855+2%$4.4M$4.4M-$7.1K2026-11-04
Nicholas Hoffman & Company, Llc.
DECREASED36,33236,352-200%$4.3M$4.2M-$107.6K2026-10-30
Pathway Financial Advisors LLC
DECREASED27,41928,251-832-3%$3.2M$3.2M-$26.4K2026-10-07
Commonwealth Equity Services, LLC
INCREASED27,33027,075+255+1%$3.2M$3.2M-$48.7K2026-11-02
Acima Private Wealth, LLC
INCREASED25,24125,048+193+1%$3.0M$2.9M-$50.0K2026-10-05
PNC Financial Services Group, Inc.
DECREASED23,76323,958-195-1%$2.9M$2.8M-$92.1K2026-11-06
Climber Capital SA
INCREASED22,09421,087+1,007+5%$2.0M$2.0M-$36.8K2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED21,35221,35200%$2.5M$2.5M+$7.0K2026-11-04
swisspartners Advisors Ltd
DECREASED20,20520,255-500%$2.4M$2.4M-$63.7K2026-11-05
Insight Wealth Partners, LLC
INCREASED19,30518,578+727+4%$2.2M$2.2M+$30.9K2026-10-26
Congress Asset Management Co
DECREASED14,24614,955-709-5%$1.8M$1.7M-$125.9K2026-10-06
Gruss & Co., LLC
DECREASED12,00019,000-7,000-37%$2.3M$1.4M-$870.1K2026-11-02
Fifth Third Bancorp
INCREASED11,85311,789+64+1%$1.4M$1.4M-$26.7K2026-11-05
First Growth Capital LLC
INCREASED10,86910,589+280+3%$1.3M$1.3M+$1.9K2026-10-15
HB Wealth Management, LLC
UNCHANGED10,54610,54600%$1.3M$1.2M-$30.5K2026-10-23
Banque Pictet & CIE SA
DECREASED10,00210,655-653-6%$1.3M$1.2M-$106.9K2026-10-16
Retirement Planning Group, LLC
INCREASED9,1156,139+2,976+48%$732.6K$1.1M+$328.7K2026-10-19
Camelot Technology Advisors, Inc.
INCREASED8,9468,721+225+3%$1.0M$1.0M+$9262026-10-09
Independent Wealth Network Inc.
DECREASED8,6968,705-90%$1.0M$1.0M-$26.2K2026-10-19
Apollon Wealth Management, LLC
DECREASED8,00410,979-2,975-27%$1.3M$932.0K-$378.2K2026-10-23
Finley Financial, LLC
UNCHANGED7,3957,39500%$882.4K$864.6K-$17.8K2026-10-28
Accredited Investors Inc.
INCREASED7,0606,389+671+11%$762.5K$822.1K+$59.6K2026-11-03
Vontobel Holding Ltd.
UNCHANGED6,8286,82800%$814.8K$795.0K-$19.8K2026-10-16
Goelzer Investment Management, Inc.
UNCHANGED6,6936,69300%$798.7K$779.3K-$19.4K2026-10-16
Northstar Asset Management Co
UNCHANGED6,5506,55000%$719.6K$716.5K-$3.1K2026-10-22
Evolution Wealth Advisors, LLC
INCREASED6,4004,838+1,562+32%$577.3K$745.2K+$167.9K2026-11-03
Prime Capital Investment Advisors, LLC
UNCHANGED5,8425,84200%$697.1K$680.2K-$16.9K2026-10-20
Summa Corp.
UNCHANGED5,5005,50000%$656.3K$640.4K-$15.9K2026-10-30
BigSur Wealth Management LLC
UNCHANGED5,2605,26000%$627.7K$612.4K-$15.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED5,2404,796+444+9%$572.0K$610-$571.4K2026-11-02
Truist Financial Corp
DECREASED4,7865,018-232-5%$598.7K$557.3K-$41.5K2026-10-30
Wealth Enhancement Advisory Services, LLC
UNCHANGED4,5904,59000%$533.4K$525.4K-$8.0K2026-10-13
Barclays PLC
INCREASED4,4774,177+300+7%$498.4K$521.3K+$22.8K2026-11-06
Altfest L J & Co Inc
DECREASED4,1984,588-390-8%$547.4K$488.7K-$58.7K2026-10-27
Breakwater Investment Management
DECREASED4,0904,547-457-10%$542.6K$476.2K-$66.4K2026-10-20
TritonPoint Partners, LLC
UNCHANGED4,0204,02000%$479.7K$468.1K-$11.6K2026-11-05
Tritonpoint Wealth, LLC
UNCHANGED4,0204,02000%$479.7K$468.1K-$11.6K2026-10-19
Wespac Advisors, LLC
DECREASED3,9555,048-1,093-22%$602.4K$460.5K-$141.9K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED3,9203,988-68-2%$475.9K$456.4K-$19.5K2026-10-21
E&G Advisors, LLC
DECREASED3,5963,636-40-1%$433.9K$418.7K-$15.2K2026-10-13
Yoffe Investment Management, LLC
UNCHANGED3,5923,59200%$428.6K$418.2K-$10.4K2026-11-02
Americana Partners, LLC
UNCHANGED3,5323,53200%$421.5K$411.2K-$10.2K2026-10-28
Foster Group, Inc.
UNCHANGED3,4003,40000%$405.7K$395.9K-$9.8K2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED3,0213,02100%$360.6K$351.8K-$8.7K2026-10-21
TD Waterhouse Canada Inc.
DECREASED2,93698,508-95,572-97%$11.4M$343.8K-$11.1M2026-10-16
Oarsman Capital, Inc.
UNCHANGED2,8352,83500%$338.3K$330.1K-$8.2K2026-11-05
South Shore Capital Advisors
NEW2,528—+2,528——$294.3K—2026-10-20
Creative Planning
DECREASED2,4034,266-1,863-44%$509.1K$279.8K-$229.3K2026-11-02
Savant Capital, LLC
DECREASED2,3592,552-193-8%$304.2K$274.7K-$29.5K2026-11-06
Prospera Financial Services Inc
DECREASED2,26313,059-10,796-83%$1.6M$240.3K-$1.3M2026-11-04
Moneco Advisors, LLC
INCREASED2,1382,118+20+1%$252.8K$249.0K-$3.8K2026-11-05
First Pacific Financial
UNCHANGED2,0802,08000%$248.2K$242.2K-$6.0K2026-10-14
Stackstone Wealth, LLC
NEW2,058—+2,058——$239.6K—2026-10-19
Elevation Point Wealth Partners, LLC
UNCHANGED1,9831,98300%$236.6K$230.9K-$5.7K2026-11-05
Trek Financial, LLC
NEW1,908—+1,908——$222.2K—2026-10-29
Sagespring Wealth Partners, LLC
NEW1,900—+1,900——$221.2K—2026-10-22
Cherry Tree Wealth Management, LLC
DECREASED1,8651,933-68-4%$230.7K$217.1K-$13.6K2026-10-15
Jacobi Capital Management LLC
NEW1,268—+1,268——$147.7K—2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED1,1941,19400%$142.5K$139.0K-$3.5K2026-10-30
Union Savings Bank
NEW1,160—+1,160——$135.1K—2026-10-14
IFP Advisors, Inc
UNCHANGED87287200%$104.1K$101.5K-$2.5K2026-10-16
Grove Bank & Trust
UNCHANGED70470400%$84.0K$82.0K-$2.0K2026-10-08
Turtle Creek Wealth Advisors, LLC
UNCHANGED68768700%$82.0K$80.0K-$2.0K2026-10-15
Harel Insurance Investments & Financial Services Ltd.
DECREASED670708-38-5%$84.0K$78-$83.9K2026-11-02
Provenance Wealth Advisors, LLC
NEW396—+396——$46.1K—2026-10-30
Blue Trust, Inc.
UNCHANGED31431400%$37.5K$36.6K-$9092026-10-15
US Bancorp \de\
INCREASED25146+205+446%$5.5K$29.2K+$23.7K2026-11-05
Independence Bank of Kentucky
UNCHANGED24224200%$28.9K$28.2K-$7012026-10-26
Triumph Capital Management
DECREASED220226-6-3%$27.0K$25.6K-$1.4K2026-10-14
MB, Levis & Associates, LLC
UNCHANGED20020000%$23.8K$23.2K-$5782026-10-16
GK Wealth Management LLC
NEW158—+158——$18.4K—2026-10-09
Tsfg, LLC
UNCHANGED14314300%$17.0K$17-$17.0K2026-10-23
Kelleher Financial Advisors
DECREASED100200-100-50%$23.9K$11.6K-$12.2K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED96276-180-65%$33.0K$11.2K-$21.8K2026-10-23
Private Trust Co NA
UNCHANGED505000%$6.0K$5.8K-$1452026-10-20
Farther Finance Advisors, LLC
UNCHANGED474700%$5.6K$5.5K-$1372026-10-08
Ascentis Wealth Management, LLC
UNCHANGED181800%$2.1K$2.1K-$522026-11-03
Downshift Financial, LLC
NEW6—+6——$699—2026-10-13
WPG Advisers, LLC
UNCHANGED6600%$716$699-$172026-10-27
Cape Investment Advisory, Inc.
UNCHANGED6600%$716$699-$172026-10-13
Financial Perspectives, Inc
NEW4—+4——$466—2026-11-03
Journey Advisory Group, LLC
CLOSED021,623-21,623-100%$2.6M$0-$2.6M2026-11-04
Founders Financial Securities LLC
CLOSED019,203-19,203-100%$2.3M$0-$2.3M2026-10-28
KPP Advisory Services LLC
CLOSED04,545-4,545-100%$542.4K$0-$542.4K2026-10-26
LVW Advisors, LLC
CLOSED02,709-2,709-100%$323.3K$0-$323.3K2026-10-19
4Wealth Advisors, Inc.
CLOSED01,968-1,968-100%$231.2K$0-$231.2K2026-10-13
Simplex Trading, LLC
CLOSED0121-121-100%$14.4K$0-$14.4K2026-11-04
SYM Financial Corp
CLOSED030-30-100%$3.6K$0-$3.6K2026-10-26
JPMorgan Chase & Co
N/A—3,183,009-3,183,009-100%$373.9M———
Morgan Stanley
N/A—1,281,315-1,281,315-100%$152.9M———
Horizon Investments, LLC
N/A—650,335-650,335-100%$77.6M———
CIBC Bancorp USA Inc.
N/A—594,808-594,808-100%$71.0M———
Pgim Custom Harvest LLC
N/A—482,898-482,898-100%$57.6M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—397,864-397,864-100%$47.5M———
Bank of America Corp
N/A—348,109-348,109-100%$41.5M———
Envestnet Asset Management Inc
N/A—258,176-258,176-100%$30.8M———
LPL Financial LLC
N/A—221,238-221,238-100%$26.4M———
Goldman Sachs Group Inc
N/A—213,109-213,109-100%$25.4M———
UBS Group AG
N/A—208,265-208,265-100%$24.9M———
Oversea-Chinese Banking Corp Ltd
N/A—200,040-200,040-100%$23.9M———
Global Endowment Management, LP
N/A—150,034-150,034-100%$17.9M———
Saudi Central Bank
N/A—144,151-144,151-100%$15.8M———
Zurich Insurance Group Ltd
N/A—130,740-130,740-100%$15.6M———
Wellington Management Group LLP
N/A—130,606-130,606-100%$15.6M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—127,436-127,436-100%$15.2M———
Marshall Wace, LLP
N/A—122,966-122,966-100%$14.7M———
Old Mission Capital LLC
N/A—98,477-98,477-100%$11.8M———
Banco Santander, S.A.
N/A—94,725-94,725-100%$11.3M———
Banque Cantonale Vaudoise
N/A—85,821-85,821-100%$10.2M———
Palisades Hudson Asset Management, L.P.
N/A—85,009-85,009-100%$10.1M———
Edmond de Rothschild Holding S.A.
N/A—79,720-79,720-100%$9.5M———
Kera Capital Partners, Inc.
N/A—79,372-79,372-100%$9.5M———
Royal Bank of Canada
N/A—74,842-74,842-100%$8.9M———
Invictus Private Wealth, LLC
N/A—73,253-73,253-100%$8.7M———
Cetera Investment Advisers
N/A—60,921-60,921-100%$7.3M———
Schroder Investment Management Group
N/A—60,099-60,099-100%$7.2M———
Federation des caisses Desjardins du Quebec
N/A—59,584-59,584-100%$7.1M———
Raymond James Financial Inc
N/A—59,210-59,210-100%$7.1M———
EFG International AG
N/A—55,763-55,763-100%$6.7M———
MAI Capital Management
N/A—48,415-48,415-100%$5.8M———
Quantinno Capital Management LP
N/A—48,381-48,381-100%$5.8M———
Manufacturers Life Insurance Company, the
N/A—46,855-46,855-100%$5.6M———
Brown Advisory Inc
N/A—43,637-43,637-100%$5.2M———
Wells Fargo & Company
N/A—42,576-42,576-100%$5.1M———
Moneda S.A. Administradora General de Fondos
N/A—42,108-42,108-100%$5.0M———
Spinnaker Trust
N/A—35,020-35,020-100%$4.2M———
Tolleson Wealth Management, Inc.
N/A—33,957-33,957-100%$4.1M———
Prudential PLC
N/A—33,364-33,364-100%$4.0M———
Rathbones Group PLC
N/A—31,844-31,844-100%$3.8M———
Bank of Nova Scotia
N/A—30,000-30,000-100%$3.6M———
Bessemer Group Inc
N/A—27,704-27,704-100%$3.3M———
National Philanthropic Trust
N/A—26,852-26,852-100%$3.2M———
Evercore Wealth Management, LLC
N/A—25,985-25,985-100%$3.1M———
Larch Capital Partners LLC
N/A—25,862-25,862-100%$3.1M———
Franklin Resources Inc
N/A—25,050-25,050-100%$3.0M———
Jane Street Group, LLC
N/A—23,966-23,966-100%$2.9M———
Commerce Bank
N/A—23,954-23,954-100%$2.9M———
National Bank of Canada
N/A—23,864-23,864-100%$2.8M———
BNP Paribas Financial Markets
N/A—23,810-23,810-100%$2.8M———
Cerity Partners LLC
N/A—22,964-22,964-100%$2.7M———
BlackRock, Inc.
N/A—21,946-21,946-100%$2.6M———
Proficio Capital Partners LLC
N/A—19,346-19,346-100%$2.3M———
Osaic Holdings, Inc.
N/A—17,981-17,981-100%$2.1M———
FPC Investment Advisory, Inc.
N/A—17,048-17,048-100%$1.9M———
Ameriprise Financial Inc
N/A—16,607-16,607-100%$2.0M———
Mmbg Investment Advisors Co.
N/A—16,482-16,482-100%$2.0M———
Modern Wealth Management, LLC
N/A—16,230-16,230-100%$1.9M———
Voya Investment Management LLC
N/A—15,884-15,884-100%$1.9M———
Focus Partners Wealth
N/A—14,744-14,744-100%$1.8M———
Sanctuary Advisors, LLC
N/A—13,161-13,161-100%$1.6M———
Envestnet Portfolio Solutions, Inc.
N/A—12,859-12,859-100%$1.5M———
Betterment LLC
N/A—12,648-12,648-100%$1.5M———
Insigneo Advisory Services, LLC
N/A—12,545-12,545-100%$1.5M———
Tranquilli Financial Advisor LLC
N/A—11,800-11,800-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—11,703-11,703-100%$1.4M———
Advisory Alpha, LLC
N/A—10,085-10,085-100%$1.2M———
Regatta Research & Money Management
N/A—8,983-8,983-100%$1.1M———
Advisory Services Network, LLC
N/A—8,764-8,764-100%$1.0M———
Glenmede Trust Co NA
N/A—8,243-8,243-100%$983.6K———
Rockefeller Capital Management L.P.
N/A—8,130-8,130-100%$970.2K———
Ballentine Partners, LLC
N/A—7,914-7,914-100%$944.4K———
HSBC Holdings PLC
N/A—7,787-7,787-100%$929.2K———
Cresset Asset Management, LLC
N/A—7,256-7,256-100%$865.9K———
SCS Capital Management LLC
N/A—6,859-6,859-100%$818.5K———
Baird Financial Group, Inc.
N/A—6,506-6,506-100%$776.4K———
BlackDiamond Wealth Management, LLC
N/A—6,310-6,310-100%$711.6K———
Two Sigma Securities, LLC
N/A—5,912-5,912-100%$705.5K———
Mercer Global Advisors Inc
N/A—5,695-5,695-100%$679.6K———
AQR Capital Management LLC
N/A—5,321-5,321-100%$635.0K———
Cedarwood Wealth LLC
N/A—4,962-4,962-100%$592.1K———
Stifel Financial Corp
N/A—4,917-4,917-100%$586.7K———
Caldwell Sutter Capital, Inc.
N/A—4,800-4,800-100%$572.8K———
IEQ Capital, LLC
N/A—4,760-4,760-100%$568.0K———
Castlekeep Investment Advisors LLC
N/A—4,704-4,704-100%$561.3K———
NewEdge Advisors, LLC
N/A—4,563-4,563-100%$544.5K———
FMR LLC
N/A—4,496-4,496-100%$536.5K———
Webster Bank, N. A.
N/A—4,353-4,353-100%$519.4K———
Composition Wealth, LLC
N/A—3,776-3,776-100%$450.6K———
Freestone Capital Holdings, LLC
N/A—3,645-3,645-100%$435.0K———
Fiduciary Trust Co
N/A—3,401-3,401-100%$405.8K———
Pathstone Holdings, LLC
N/A—3,308-3,308-100%$394.7K———
Arax Advisory Partners
N/A—3,196-3,196-100%$381.3K———
Vanguard National Trust Co
N/A—3,039-3,039-100%$362.6K———
DRW Securities, LLC
N/A—3,004-3,004-100%$358.5K———
Saranac Partners Ltd
N/A—2,500-2,500-100%$298.3K———
Zuckerman Investment Group, LLC
N/A—2,457-2,457-100%$293.2K———
Russell Investments Group, Ltd.
N/A—2,431-2,431-100%$290.0K———
HighTower Advisors, LLC
N/A—2,028-2,028-100%$242.0K———
Denver Wealth Management, Inc.
N/A—1,993-1,993-100%$237.8K———
Vestmark Advisory Solutions, Inc.
N/A—1,983-1,983-100%$236.6K———
Dorsey & Whitney Trust Co LLC
N/A—1,815-1,815-100%$216.6K———
Jones Financial Companies Lllp
N/A—1,715-1,715-100%$200.4K———
Private Advisor Group, LLC
N/A—1,704-1,704-100%$203.3K———
Equitable Holdings, Inc.
N/A—1,693-1,693-100%$202.0K———
City National Bank of Florida
N/A—1,690-1,690-100%$201.7K———
Whittier Trust Co
N/A—1,355-1,355-100%$159.3K———
Forum Finance Group S.A.
N/A—1,290-1,290-100%$124———
UMB Bank, n.a.
N/A—1,133-1,133-100%$135.2K———
BFC Planning, Inc.
N/A—1,000-1,000-100%$119.3K———
O'shaughnessy Asset Management, LLC
N/A—717-717-100%$85.6K———
Dunhill Financial, LLC
N/A—607-607-100%$72.5K———
Steward Partners Investment Advisory, LLC
N/A—476-476-100%$56.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—366-366-100%$43.7K———
Northwestern Mutual Wealth Management Co
N/A—350-350-100%$41.8K———
Miller Capital Partners, Inc.
N/A—306-306-100%$36.5K———
Blair William & Co
N/A—296-296-100%$35.3K———
Geneos Wealth Management Inc.
N/A—276-276-100%$32.9K———
Hollencrest Capital Management
N/A—250-250-100%$29.8K———
Godfrey Financial Associates, Inc.
N/A—220-220-100%$26.3K———
Boreal Capital Management LLC
N/A—216-216-100%$25.8K———
UBS Asset Management Americas LLC
N/A—201-201-100%$24.0K———
TD Capital Management LLC
N/A—168-168-100%$20.0K———
AE Wealth Management LLC
N/A—73-73-100%$8.7K———
Vaughan Nelson Investment Management, L.P.
N/A—70-70-100%$8.4K———
Tower Research Capital LLC (TRC)
N/A—44-44-100%$5.3K———
Bogart Wealth, LLC
N/A—22-22-100%$2.6K———
Transamerica Financial Advisors, LLC
N/A—17-17-100%$2.1K———
Global Retirement Partners, LLC
N/A—13-13-100%$1.6K———
Showing 232 of 232 institutions