IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Morningstar Mid-Cap (IMCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
INCREASED
Shares1,046,977 from 1,017,719
Change+29,258 (+3%)
Value$96.1M (+$3.1M)
Filed 2026-10-26
Orgel Wealth Management, LLC
DECREASED
Shares316,009 from 341,915
Change-25,906 (-8%)
Value$29.0M (-$2.2M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares281,155 from 257,449
Change+23,706 (+9%)
Value$25.8M (+$2.3M)
Filed 2026-11-02
Black Diamond Financial, LLC
INCREASED
Shares266,709 from 245,612
Change+21,097 (+9%)
Value$24.5M (+$2.0M)
Filed 2026-10-26
Matrix Trust Co
INCREASED
Shares210,165 from 209,721
Change+444 (+0%)
Value$19.3K (+$119)
Filed 2026-10-07
Steele Capital Management, Inc.
INCREASED
Shares210,165 from 209,721
Change+444 (+0%)
Value$19.3M (+$118.8K)
Filed 2026-11-02
Granville Capital, Inc.
INCREASED
Shares166,485 from 156,194
Change+10,291 (+7%)
Value$15.3M (+$1.0M)
Filed 2026-11-05
Marietta Wealth Management, LLC
DECREASED
Shares131,609 from 135,955
Change-4,346 (-3%)
Value$12.5M (+$103.3K)
Filed 2026-10-22
swisspartners Advisors Ltd
INCREASED
Shares129,390 from 128,320
Change+1,070 (+1%)
Value$11.9M (+$149.4K)
Filed 2026-11-05
Rodgers & Associates, LTD
DECREASED
Shares120,256 from 120,448
Change-192 (0%)
Value$11.0M (+$27.2K)
Filed 2026-10-20
Ipsen Advisor Group LLC
DECREASED
Shares82,927 from 85,523
Change-2,596 (-3%)
Value$7.6M (-$206.4K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
DECREASED
Shares79,887 from 81,185
Change-1,298 (-2%)
Value$7.3M (-$88.9K)
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares75,017 from 74,249
Change+768 (+1%)
Value$6.9M (+$98.1K)
Filed 2026-10-14
Lebenthal Global Advisors, LLC
DECREASED
Shares58,902 from 64,544
Change-5,642 (-9%)
Value$5.4M (-$493.6K)
Filed 2026-10-28
Advisory Solutions Group, LLC
NEW
Shares58,088
Change+58,088
Value$5.3M
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares57,817 from 56,506
Change+1,311 (+2%)
Value$5.3K (-$5.2M)
Filed 2026-11-02
Ddfg, Inc
INCREASED
Shares52,527 from 51,272
Change+1,255 (+2%)
Value$4.8M (+$134.2K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares47,782 from 41,718
Change+6,064 (+15%)
Value$4.7M (+$696.3K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares44,298 from 45,464
Change-1,166 (-3%)
Value$4.1M (-$90.1K)
Filed 2026-11-02
Aire Advisors, LLC
INCREASED
Shares38,247 from 38,156
Change+91 (+0%)
Value$3.5M (+$22.5K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares29,368 from 28,581
Change+787 (+3%)
Value$2.7M (+$82.8K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED
Shares23,681 from 24,639
Change-958 (-4%)
Value$2.2M (-$78.8K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares23,537 from 23,905
Change-368 (-2%)
Value$2.3M (-$15.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares23,537 from 23,905
Change-368 (-2%)
Value$2.3M (-$15.9K)
Filed 2026-10-20
Allegheny Financial Group
INCREASED
Shares20,799 from 17,676
Change+3,123 (+18%)
Value$1.9M (+$293.1K)
Filed 2026-11-05
James J. Burns & Company, LLC
INCREASED
Shares19,032 from 19,016
Change+16 (+0%)
Value$1.7M (+$8.5K)
Filed 2026-10-22
Courage Miller Partners, LLC
DECREASED
Shares17,103 from 17,464
Change-361 (-2%)
Value$1.6M (-$26.6K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares16,336 from 16,071
Change+265 (+2%)
Value$1.5K (-$1.5M)
Filed 2026-10-26
PCA Investment Advisory Services Inc.
INCREASED
Shares13,776 from 13,755
Change+21 (+0%)
Value$1.3M (+$7.0K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares13,166 from 13,221
Change-55 (0%)
Value$1.2M (-$122)
Filed 2026-11-05
Flagstar Securities, Inc
DECREASED
Shares12,786 from 14,289
Change-1,503 (-11%)
Value$1.2M (-$132.6K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares12,705 from 11,824
Change+881 (+7%)
Value$1.2M (+$85.2K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares11,977 from 8,315
Change+3,662 (+44%)
Value$1.1M (+$339.1K)
Filed 2026-11-04
LaFleur & Godfrey LLC
INCREASED
Shares10,799 from 10,340
Change+459 (+4%)
Value$990.8K (+$46.0K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,755 from 10,811
Change-56 (-1%)
Value$1.0M (+$425)
Filed 2026-10-13
Retirement Planning Group, LLC
UNCHANGED
Shares10,049 from 10,049
Change0 (0%)
Value$922.0K (+$3.7K)
Filed 2026-10-19
Sentinel Advisory Group, LLC
DECREASED
Shares9,216 from 9,809
Change-593 (-6%)
Value$845.6K (-$50.8K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
DECREASED
Shares8,193 from 11,959
Change-3,766 (-31%)
Value$751.7K (-$341.0K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares7,639 from 7,503
Change+136 (+2%)
Value$700.8K (+$15.2K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares7,172 from 6,447
Change+725 (+11%)
Value$658.1K (+$68.9K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares6,928 from 25,445
Change-18,517 (-73%)
Value$635.7K (-$1.7M)
Filed 2026-11-02
Sage Financial Group Inc
DECREASED
Shares6,109 from 6,207
Change-98 (-2%)
Value$560.5K (-$6.7K)
Filed 2026-10-27
Vise Technologies, Inc.
UNCHANGED
Shares5,626 from 5,626
Change0 (0%)
Value$516.2K (+$2.1K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares5,304 from 5,304
Change0 (0%)
Value$486.6K (+$2.0K)
Filed 2026-10-20
Woodard & Co Asset Management Group Inc
DECREASED
Shares4,693 from 4,726
Change-33 (-1%)
Value$430.6K (-$1.3K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares4,603 from 4,703
Change-100 (-2%)
Value$422.3K (-$7.4K)
Filed 2026-11-03
Willis Johnson Wealth, Inc.
INCREASED
Shares4,530 from 4,529
Change+1 (+0%)
Value$415.6K (+$1.7K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares4,316 from 4,922
Change-606 (-12%)
Value$396.0K (-$53.8K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares4,239 from 4,238
Change+1 (+0%)
Value$388.9K (+$1.7K)
Filed 2026-10-13
Summit Asset Management, LLC
UNCHANGED
Shares4,216 from 4,216
Change0 (0%)
Value$386.8K (+$1.6K)
Filed 2026-11-05
Nations Financial Group Inc,
NEW
Shares3,701
Change+3,701
Value$339.6K
Filed 2026-11-05
Revisor Wealth Management LLC
DECREASED
Shares3,626 from 3,745
Change-119 (-3%)
Value$345.8K (+$3.6K)
Filed 2026-10-20
Altfest L J & Co Inc
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$330.4K (+$1.3K)
Filed 2026-10-27
Trust Investment Advisors
NEW
Shares3,556
Change+3,556
Value$326.3K
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares3,453 from 3,453
Change0 (0%)
Value$316.8K (+$1.3K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares3,430 from 3,430
Change0 (0%)
Value$314.7K (+$1.3K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares3,284 from 2,609
Change+675 (+26%)
Value$301.3K (+$62.9K)
Filed 2026-10-26
Odyssey Capital Advisors, Inc.
INCREASED
Shares3,143 from 3,074
Change+69 (+2%)
Value$288.4K (+$7.5K)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares3,055 from 3,139
Change-84 (-3%)
Value$280.3K (-$6.5K)
Filed 2026-11-05
Bellecapital International Ltd.
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$273.4K (+$1.1K)
Filed 2026-10-21
Lawood & Co
UNCHANGED
Shares2,844 from 2,844
Change0 (0%)
Value$260.9K (+$1.1K)
Filed 2026-10-09
Portland Financial Advisors Inc
INCREASED
Shares2,827 from 2,712
Change+115 (+4%)
Value$259.4K (+$11.6K)
Filed 2026-10-26
International Assets Investment Management, LLC
DECREASED
Shares2,292 from 2,554
Change-262 (-10%)
Value$211.2K (-$25.0K)
Filed 2026-11-02
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$201.5K (+$817)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
INCREASED
Shares2,186 from 2,179
Change+7 (+0%)
Value$200.6K (+$103)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares858 from 724
Change+134 (+19%)
Value$78.7K (+$12.6K)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares825
Change+825
Value$75.7K
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$73.8K (+$299)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares641 from 656
Change-15 (-2%)
Value$58.8K (-$1.2K)
Filed 2026-10-30
Parkside Financial Bank & Trust
INCREASED
Shares517 from 515
Change+2 (+0%)
Value$47.5K (+$450)
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares511 from 508
Change+3 (+1%)
Value$46.9K (+$443)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares399
Change+399
Value$36.6K
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$30.3K (+$122)
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$27.5K (+$112)
Filed 2026-10-26
Fairway Wealth LLC
NEW
Shares181
Change+181
Value$16.6K
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares173 from 93
Change+80 (+86%)
Value$15.9K (+$7.4K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares158 from 157
Change+1 (+1%)
Value$14.5K (+$137)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$14.0K (-$38)
Filed 2026-10-29
Chilton Capital Management LLC
DECREASED
Shares100 from 900
Change-800 (-89%)
Value$9.2K (-$73.1K)
Filed 2026-10-28
Country Trust Bank
NEW
Shares87
Change+87
Value$8.0K
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$7.4K (+$30)
Filed 2026-10-21
Gladwyn Financial Advisors, Inc.
INCREASED
Shares76 from 75
Change+1 (+1%)
Value$6.9K (+$65)
Filed 2026-10-05
Jacobi Capital Management LLC
NEW
Shares55
Change+55
Value$5.0K
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares47 from 762
Change-715 (-94%)
Value$4.3K (-$65.3K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.7K (-$17)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.2K (+$13)
Filed 2026-10-14
Richardson Financial Services Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.5K (+$12)
Filed 2026-10-30
Signature Equity Partners, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.2K (+$9)
Filed 2026-10-29
rebel Financial LLC
CLOSED
Shares0 from 4,618
Change-4,618 (-100%)
Value$0 (-$421.9K)
Filed 2026-11-04
Beacon Financial Group
CLOSED
Shares0 from 2,854
Change-2,854 (-100%)
Value$0 (-$260.8K)
Filed 2026-10-19
MCF Advisors LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-16
Morgan Stanley
N/A
Shares— from 612,281
Change-612,281 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 487,500
Change-487,500 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 467,937
Change-467,937 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 434,283
Change-434,283 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 247,957
Change-247,957 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 234,849
Change-234,849 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 203,099
Change-203,099 (-100%)
Value—
UBS Group AG
N/A
Shares— from 191,890
Change-191,890 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 125,527
Change-125,527 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 122,941
Change-122,941 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 104,198
Change-104,198 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 97,819
Change-97,819 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 82,103
Change-82,103 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 57,329
Change-57,329 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 54,253
Change-54,253 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,593
Change-48,593 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 46,998
Change-46,998 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 44,919
Change-44,919 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 43,733
Change-43,733 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 43,487
Change-43,487 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 36,762
Change-36,762 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 35,588
Change-35,588 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,284
Change-32,284 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 29,399
Change-29,399 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,015
Change-26,015 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,030
Change-23,030 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 22,656
Change-22,656 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,873
Change-20,873 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,769
Change-18,769 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 13,727
Change-13,727 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,352
Change-13,352 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,906
Change-9,906 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
&partners
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 684
Change-684 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 576
Change-576 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 331
Change-331 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 268
Change-268 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 214
Change-214 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 205
Change-205 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
INCREASED1,046,9771,017,719+29,258+3%$93.0M$96.1M+$3.1M2026-10-26
Orgel Wealth Management, LLC
DECREASED316,009341,915-25,906-8%$31.2M$29.0M-$2.2M2026-10-14
Commonwealth Equity Services, LLC
INCREASED281,155257,449+23,706+9%$23.5M$25.8M+$2.3M2026-11-02
Black Diamond Financial, LLC
INCREASED266,709245,612+21,097+9%$22.4M$24.5M+$2.0M2026-10-26
Matrix Trust Co
INCREASED210,165209,721+444+0%$19.2K$19.3K+$1192026-10-07
Steele Capital Management, Inc.
INCREASED210,165209,721+444+0%$19.2M$19.3M+$118.8K2026-11-02
Granville Capital, Inc.
INCREASED166,485156,194+10,291+7%$14.3M$15.3M+$1.0M2026-11-05
Marietta Wealth Management, LLC
DECREASED131,609135,955-4,346-3%$12.4M$12.5M+$103.3K2026-10-22
swisspartners Advisors Ltd
INCREASED129,390128,320+1,070+1%$11.7M$11.9M+$149.4K2026-11-05
Rodgers & Associates, LTD
DECREASED120,256120,448-1920%$11.0M$11.0M+$27.2K2026-10-20
Ipsen Advisor Group LLC
DECREASED82,92785,523-2,596-3%$7.8M$7.6M-$206.4K2026-10-29
GHP Investment Advisors, Inc.
DECREASED79,88781,185-1,298-2%$7.4M$7.3M-$88.9K2026-10-15
Davenport & Co LLC
INCREASED75,01774,249+768+1%$6.8M$6.9M+$98.1K2026-10-14
Lebenthal Global Advisors, LLC
DECREASED58,90264,544-5,642-9%$5.9M$5.4M-$493.6K2026-10-28
Advisory Solutions Group, LLC
NEW58,088—+58,088——$5.3M—2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED57,81756,506+1,311+2%$5.2M$5.3K-$5.2M2026-11-02
Ddfg, Inc
INCREASED52,52751,272+1,255+2%$4.7M$4.8M+$134.2K2026-10-15
Sovran Advisors, LLC
INCREASED47,78241,718+6,064+15%$4.0M$4.7M+$696.3K2026-11-02
Creative Planning
DECREASED44,29845,464-1,166-3%$4.2M$4.1M-$90.1K2026-11-02
Aire Advisors, LLC
INCREASED38,24738,156+91+0%$3.5M$3.5M+$22.5K2026-10-22
Dynamic Advisor Solutions LLC
INCREASED29,36828,581+787+3%$2.6M$2.7M+$82.8K2026-10-13
Caliber Wealth Management, LLC / KS
DECREASED23,68124,639-958-4%$2.3M$2.2M-$78.8K2026-11-04
Diversify Advisory Services, LLC
DECREASED23,53723,905-368-2%$2.3M$2.3M-$15.9K2026-10-20
Diversify Wealth Management, LLC
DECREASED23,53723,905-368-2%$2.3M$2.3M-$15.9K2026-10-20
Allegheny Financial Group
INCREASED20,79917,676+3,123+18%$1.6M$1.9M+$293.1K2026-11-05
James J. Burns & Company, LLC
INCREASED19,03219,016+16+0%$1.7M$1.7M+$8.5K2026-10-22
Courage Miller Partners, LLC
DECREASED17,10317,464-361-2%$1.6M$1.6M-$26.6K2026-10-21
Park Avenue Securities LLC
INCREASED16,33616,071+265+2%$1.5M$1.5K-$1.5M2026-10-26
PCA Investment Advisory Services Inc.
INCREASED13,77613,755+21+0%$1.3M$1.3M+$7.0K2026-10-13
Fifth Third Bancorp
DECREASED13,16613,221-550%$1.2M$1.2M-$1222026-11-05
Flagstar Securities, Inc
DECREASED12,78614,289-1,503-11%$1.3M$1.2M-$132.6K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED12,70511,824+881+7%$1.1M$1.2M+$85.2K2026-11-05
Citigroup Inc
INCREASED11,9778,315+3,662+44%$759.8K$1.1M+$339.1K2026-11-04
LaFleur & Godfrey LLC
INCREASED10,79910,340+459+4%$944.8K$990.8K+$46.0K2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED10,75510,811-56-1%$1.0M$1.0M+$4252026-10-13
Retirement Planning Group, LLC
UNCHANGED10,04910,04900%$918.3K$922.0K+$3.7K2026-10-19
Sentinel Advisory Group, LLC
DECREASED9,2169,809-593-6%$896.3K$845.6K-$50.8K2026-10-20
JIM Saulnier & Associates, LLC
DECREASED8,19311,959-3,766-31%$1.1M$751.7K-$341.0K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED7,6397,503+136+2%$685.6K$700.8K+$15.2K2026-10-26
D.A. Davidson & Co.
INCREASED7,1726,447+725+11%$589.2K$658.1K+$68.9K2026-10-28
Kestra Advisory Services, LLC
DECREASED6,92825,445-18,517-73%$2.3M$635.7K-$1.7M2026-11-02
Sage Financial Group Inc
DECREASED6,1096,207-98-2%$567.2K$560.5K-$6.7K2026-10-27
Vise Technologies, Inc.
UNCHANGED5,6265,62600%$514.1K$516.2K+$2.1K2026-10-29
Prime Capital Investment Advisors, LLC
UNCHANGED5,3045,30400%$484.7K$486.6K+$2.0K2026-10-20
Woodard & Co Asset Management Group Inc
DECREASED4,6934,726-33-1%$431.9K$430.6K-$1.3K2026-11-03
Parallel Advisors, LLC
DECREASED4,6034,703-100-2%$429.7K$422.3K-$7.4K2026-11-03
Willis Johnson Wealth, Inc.
INCREASED4,5304,529+1+0%$413.9K$415.6K+$1.7K2026-11-03
Farther Finance Advisors, LLC
DECREASED4,3164,922-606-12%$449.8K$396.0K-$53.8K2026-10-08
Cape Investment Advisory, Inc.
INCREASED4,2394,238+1+0%$387.2K$388.9K+$1.7K2026-10-13
Summit Asset Management, LLC
UNCHANGED4,2164,21600%$385.2K$386.8K+$1.6K2026-11-05
Nations Financial Group Inc,
NEW3,701—+3,701——$339.6K—2026-11-05
Revisor Wealth Management LLC
DECREASED3,6263,745-119-3%$342.2K$345.8K+$3.6K2026-10-20
Altfest L J & Co Inc
UNCHANGED3,6013,60100%$329.1K$330.4K+$1.3K2026-10-27
Trust Investment Advisors
NEW3,556—+3,556——$326.3K—2026-10-20
Plante Moran Financial Advisors, LLC
UNCHANGED3,4533,45300%$315.5K$316.8K+$1.3K2026-11-04
Oakworth Capital, Inc.
UNCHANGED3,4303,43000%$313.4K$314.7K+$1.3K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED3,2842,609+675+26%$238.4K$301.3K+$62.9K2026-10-26
Odyssey Capital Advisors, Inc.
INCREASED3,1433,074+69+2%$280.9K$288.4K+$7.5K2026-10-26
US Bancorp \de\
DECREASED3,0553,139-84-3%$286.8K$280.3K-$6.5K2026-11-05
Bellecapital International Ltd.
UNCHANGED2,9802,98000%$272.3K$273.4K+$1.1K2026-10-21
Lawood & Co
UNCHANGED2,8442,84400%$259.9K$260.9K+$1.1K2026-10-09
Portland Financial Advisors Inc
INCREASED2,8272,712+115+4%$247.8K$259.4K+$11.6K2026-10-26
International Assets Investment Management, LLC
DECREASED2,2922,554-262-10%$236.1K$211.2K-$25.0K2026-11-02
Founders Grove Wealth Partners, LLC
UNCHANGED2,1962,19600%$200.7K$201.5K+$8172026-10-16
Horst & Graben Wealth Management LLC
INCREASED2,1862,179+7+0%$200.5K$200.6K+$1032026-11-02
Assetmark, Inc
INCREASED858724+134+19%$66.2K$78.7K+$12.6K2026-10-21
GK Wealth Management LLC
NEW825—+825——$75.7K—2026-10-09
Ashton Thomas Private Wealth, LLC
UNCHANGED80480400%$73.5K$73.8K+$2992026-11-03
Barnes Dennig Private Wealth Management LLC
DECREASED641656-15-2%$60.0K$58.8K-$1.2K2026-10-30
Parkside Financial Bank & Trust
INCREASED517515+2+0%$47.0K$47.5K+$4502026-10-27
GGM Financial LLC
INCREASED511508+3+1%$46.4K$46.9K+$4432026-11-05
Mather Group, Llc.
NEW399—+399——$36.6K—2026-10-14
Sunrise Financial Services, LLC
UNCHANGED33033000%$30.2K$30.3K+$1222026-10-21
Lanark Financial, Inc.
UNCHANGED30030000%$27.4K$27.5K+$1122026-10-26
Fairway Wealth LLC
NEW181—+181——$16.6K—2026-10-30
Archer Investment Corp
INCREASED17393+80+86%$8.5K$15.9K+$7.4K2026-11-05
Creative Financial Designs Inc
INCREASED158157+1+1%$14.4K$14.5K+$1372026-11-04
Salomon & Ludwin, LLC
UNCHANGED15315300%$14.1K$14.0K-$382026-10-29
Chilton Capital Management LLC
DECREASED100900-800-89%$82.2K$9.2K-$73.1K2026-10-28
Country Trust Bank
NEW87—+87——$8.0K—2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED818100%$7.4K$7.4K+$302026-10-21
Gladwyn Financial Advisors, Inc.
INCREASED7675+1+1%$6.9K$6.9K+$652026-10-05
Jacobi Capital Management LLC
NEW55—+55——$5.0K—2026-11-05
Private Trust Co NA
DECREASED47762-715-94%$69.6K$4.3K-$65.3K2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED404000%$3.7K$3.7K-$172026-11-04
Nvest Wealth Strategies, Inc.
UNCHANGED353500%$3.2K$3.2K+$132026-10-14
Richardson Financial Services Inc.
UNCHANGED272700%$2.5K$2.5K+$122026-10-30
Signature Equity Partners, LLC
UNCHANGED242400%$2.2K$2.2K+$92026-10-29
rebel Financial LLC
CLOSED04,618-4,618-100%$421.9K$0-$421.9K2026-11-04
Beacon Financial Group
CLOSED02,854-2,854-100%$260.8K$0-$260.8K2026-10-19
MCF Advisors LLC
CLOSED0300-300-100%$27.4K$0-$27.4K2026-10-28
AdvisorNet Financial, Inc
CLOSED0155-155-100%$14.2K$0-$14.2K2026-10-15
Cornerstone Planning Group LLC
CLOSED015-15-100%$1.4K$0-$1.4K2026-10-16
Morgan Stanley
N/A—612,281-612,281-100%$55.9M———
Ameriprise Financial Inc
N/A—487,500-487,500-100%$44.5M———
Raymond James Financial Inc
N/A—467,937-467,937-100%$42.8M———
LPL Financial LLC
N/A—434,283-434,283-100%$39.7M———
Wells Fargo & Company
N/A—247,957-247,957-100%$22.7M———
Osaic Holdings, Inc.
N/A—234,849-234,849-100%$21.5M———
Bank of America Corp
N/A—203,099-203,099-100%$18.6M———
UBS Group AG
N/A—191,890-191,890-100%$17.5M———
Envestnet Asset Management Inc
N/A—125,527-125,527-100%$11.5M———
Cetera Investment Advisers
N/A—122,941-122,941-100%$11.2M———
Royal Bank of Canada
N/A—104,198-104,198-100%$9.5M———
Bedel Financial Consulting, Inc.
N/A—97,819-97,819-100%$8.9M———
Clark Capital Management Group, Inc.
N/A—82,103-82,103-100%$7.5M———
Mariner, LLC
N/A—57,329-57,329-100%$5.2M———
Northwestern Mutual Wealth Management Co
N/A—54,253-54,253-100%$5.0M———
Susquehanna International Group, LLP
N/A—48,593-48,593-100%$4.4M———
Equitable Holdings, Inc.
N/A—46,998-46,998-100%$4.3M———
Stifel Financial Corp
N/A—44,919-44,919-100%$4.1M———
Captrust Financial Advisors
N/A—43,733-43,733-100%$4.0M———
EP Wealth Advisors, LLC
N/A—43,487-43,487-100%$4.0M———
Jane Street Group, LLC
N/A—39,000-39,000-100%$3.6M———
Millstone Evans Group, LLC
N/A—36,762-36,762-100%$3.4M———
Baird Financial Group, Inc.
N/A—35,588-35,588-100%$3.3M———
Goldman Sachs Group Inc
N/A—32,284-32,284-100%$3.0M———
Merit Financial Group, LLC
N/A—29,399-29,399-100%$2.7M———
MML Investors Services, LLC
N/A—26,015-26,015-100%$2.4M———
Focus Partners Wealth
N/A—23,030-23,030-100%$2.1M———
LRI Investments, LLC
N/A—22,656-22,656-100%$2.1M———
Principal Securities, Inc.
N/A—20,873-20,873-100%$1.9M———
Jones Financial Companies Lllp
N/A—18,769-18,769-100%$1.7M———
M&T Bank Corp
N/A—13,727-13,727-100%$1.3M———
JPMorgan Chase & Co
N/A—13,352-13,352-100%$1.2M———
Madison Wealth Partners, Inc
N/A—9,906-9,906-100%$905.2K———
Stratos Wealth Partners, Ltd.
N/A—9,849-9,849-100%$900.0K———
Brand Asset Management Group, Inc.
N/A—9,209-9,209-100%$841.5K———
Pacific SUN Financial Corp
N/A—8,295-8,295-100%$758.0K———
First Manhattan Co. Llc.
N/A—7,438-7,438-100%$679.7K———
Nuveen, LLC
N/A—6,523-6,523-100%$596.0K———
Geneos Wealth Management Inc.
N/A—6,436-6,436-100%$588.1K———
Trivant Custom Portfolio Group, LLC
N/A—6,205-6,205-100%$567.5K———
Tower Research Capital LLC (TRC)
N/A—6,053-6,053-100%$553.1K———
Janney Montgomery Scott LLC
N/A—5,757-5,757-100%$526.0K———
Integrated Wealth Concepts LLC
N/A—5,508-5,508-100%$503.3K———
GWN Securities Inc.
N/A—5,113-5,113-100%$467.3K———
FMR LLC
N/A—4,952-4,952-100%$452.5K———
NewEdge Advisors, LLC
N/A—4,311-4,311-100%$394.0K———
Mercer Global Advisors Inc
N/A—4,048-4,048-100%$369.9K———
WealthTrak Capital Management LLC
N/A—4,040-4,040-100%$369.1K———
HighTower Advisors, LLC
N/A—3,500-3,500-100%$319.8K———
Bank of Montreal
N/A—3,466-3,466-100%$316.7K———
New Insight Wealth Advisors
N/A—3,392-3,392-100%$310.0K———
Transcend Capital Advisors, LLC
N/A—3,199-3,199-100%$292.3K———
Cahill Financial Advisors Inc
N/A—3,131-3,131-100%$286.1K———
Bouchey Financial Group, Ltd.
N/A—2,808-2,808-100%$256.6K———
Cresset Asset Management, LLC
N/A—2,745-2,745-100%$250.8K———
Silvercrest Asset Management Group LLC
N/A—2,706-2,706-100%$247.3K———
&partners
N/A—2,477-2,477-100%$226.3K———
Nwam LLC
N/A—2,280-2,280-100%$208.3K———
Harbour Investments, Inc.
N/A—2,233-2,233-100%$204.0K———
Lifeworks Advisors, LLC
N/A—2,225-2,225-100%$203.3K———
Kintra Wealth, LLC
N/A—2,138-2,138-100%$210.0K———
Smartleaf Asset Management LLC
N/A—2,119-2,119-100%$194.9K———
Global Retirement Partners, LLC
N/A—1,916-1,916-100%$175.1K———
Basepoint Wealth LLC
N/A—1,659-1,659-100%$151.6K———
BFC Planning, Inc.
N/A—1,595-1,595-100%$145.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,595-1,595-100%$145.7K———
BlackRock, Inc.
N/A—1,500-1,500-100%$137.1K———
Aptus Capital Advisors, LLC
N/A—825-825-100%$75.4K———
Arax Advisory Partners
N/A—684-684-100%$62.5K———
Operose Advisors LLC
N/A—642-642-100%$58.7K———
Aberdeen Wealth Management LLC
N/A—600-600-100%$54.8K———
O'shaughnessy Asset Management, LLC
N/A—591-591-100%$54.0K———
PNC Financial Services Group, Inc.
N/A—576-576-100%$52.6K———
HM Payson & Co
N/A—500-500-100%$45.7K———
Russell Investments Group, Ltd.
N/A—331-331-100%$30.3K———
Allworth Financial LP
N/A—268-268-100%$24.5K———
N.E.W. Advisory Services LLC
N/A—262-262-100%$24.0K———
Hantz Financial Services, Inc.
N/A—214-214-100%$20———
TD Capital Management LLC
N/A—206-206-100%$18.8K———
Crews Bank & Trust
N/A—205-205-100%$18.7K———
Atomic Invest LLC
N/A—180-180-100%$16.5K———
Bogart Wealth, LLC
N/A—179-179-100%$16.4K———
Godfrey Financial Associates, Inc.
N/A—126-126-100%$11.5K———
one8zero8, LLC
N/A—81-81-100%$7.4K———
WealthShield Partners, LLC
N/A—37-37-100%$3.3K———
Ameritas Investment Partners, Inc.
N/A—35-35-100%$3.2K———
Continuum Advisory, LLC
N/A—25-25-100%$2.3K———
Huntington National Bank
N/A—1-1-100%$91———
Showing 181 of 181 institutions