Ishares Asia 50 ETF (AIA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Avior Wealth Management, LLC

INCREASED

Shares83,043 from 77,874

Change+5,169 (+7%)

Value$11.8M (+$774.6K)

Filed 2026-10-13

Elite Wealth Management, Inc.

INCREASED

Shares69,763 from 40,367

Change+29,396 (+73%)

Value$9.9M (+$4.2M)

Filed 2026-11-03

Creative Planning

INCREASED

Shares59,910 from 57,332

Change+2,578 (+5%)

Value$8.5M (+$395.7K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares53,319 from 52,305

Change+1,014 (+2%)

Value$7.4M (+$148.8K)

Filed 2026-10-13

City of London Investment Management Co LTD

UNCHANGED

Shares38,700 from 38,700

Change0 (0%)

Value$5.5M (+$19.7K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares36,967 from 47,979

Change-11,012 (-23%)

Value$5.3K (-$6.8M)

Filed 2026-11-02

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares35,168 from 34,198

Change+970 (+3%)

Value$5.0M (+$155.3K)

Filed 2026-11-03

SFI Advisors, LLC

DECREASED

Shares22,369 from 22,470

Change-101 (0%)

Value$3.2M (-$2.9K)

Filed 2026-10-30

Prospera Financial Services Inc

INCREASED

Shares20,651 from 7,340

Change+13,311 (+181%)

Value$2.6M (+$1.6M)

Filed 2026-11-04

Quattro Financial Advisors LLC

DECREASED

Shares13,135 from 13,160

Change-25 (0%)

Value$1.9M (+$3.2K)

Filed 2026-10-15

Twelve Points Wealth Management LLC

DECREASED

Shares12,447 from 12,598

Change-151 (-1%)

Value$1.6M (-$204.5K)

Filed 2026-11-03

Blvd Private Wealth, LLC

DECREASED

Shares12,122 from 12,325

Change-203 (-2%)

Value$1.7M (-$22.5K)

Filed 2026-10-14

Redhawk Wealth Advisors, Inc.

DECREASED

Shares10,768 from 13,505

Change-2,737 (-20%)

Value$1.5M (-$382.2K)

Filed 2026-10-14

Oppenheimer & Co Inc

INCREASED

Shares9,584 from 5,759

Change+3,825 (+66%)

Value$1.4M (+$546.7K)

Filed 2026-10-26

Blue Fin Capital, Inc.

UNCHANGED

Shares8,874 from 8,874

Change0 (0%)

Value$1.3M (+$4.5K)

Filed 2026-10-28

Colton Groome Financial Advisors, LLC

NEW

Shares7,409

Change+7,409

Value$1.1M

Filed 2026-10-06

RED Lighthouse Investment Management, LLC

UNCHANGED

Shares7,188 from 7,188

Change0 (0%)

Value$1.0M (+$3.7K)

Filed 2026-11-02

Aurora Private Wealth, Inc.

INCREASED

Shares6,061 from 5,506

Change+555 (+10%)

Value$862 (-$779.1K)

Filed 2026-10-20

Lido Advisors, LLC

DECREASED

Shares4,833 from 4,902

Change-69 (-1%)

Value$687.1K (-$7.3K)

Filed 2026-11-04

Apollon Wealth Management, LLC

DECREASED

Shares4,311 from 9,753

Change-5,442 (-56%)

Value$612.9K (-$768.7K)

Filed 2026-10-23

Karnit Road Accident Victims Compensation Fund

UNCHANGED

Shares3,860 from 3,860

Change0 (0%)

Value$548.8K (+$2.0K)

Filed 2026-11-04

Compass Financial Management LLC

NEW

Shares3,569

Change+3,569

Value$507.4K

Filed 2026-10-30

Citigroup Inc

INCREASED

Shares3,119 from 3,007

Change+112 (+4%)

Value$443.4K (+$17.5K)

Filed 2026-11-04

City Holding Co

DECREASED

Shares3,050 from 3,370

Change-320 (-9%)

Value$433.6K (-$43.8K)

Filed 2026-10-19

Glaxis Capital Management, LLC

NEW

Shares3,000

Change+3,000

Value$426.5K

Filed 2026-11-02

Patten Group, Inc.

DECREASED

Shares2,823 from 3,493

Change-670 (-19%)

Value$401.3K (-$93.5K)

Filed 2026-10-26

Retirement Planning Group, LLC

UNCHANGED

Shares2,674 from 2,674

Change0 (0%)

Value$380.2K (+$1.4K)

Filed 2026-10-19

Truist Financial Corp

DECREASED

Shares2,482 from 2,501

Change-19 (-1%)

Value$352.9K (-$1.4K)

Filed 2026-10-30

Patriot Investment Management Group, Inc.

UNCHANGED

Shares2,115 from 2,115

Change0 (0%)

Value$300.7K (+$1.1K)

Filed 2026-10-15

Park Avenue Securities LLC

NEW

Shares2,096

Change+2,096

Value$298

Filed 2026-10-26

Sigma Planning Corp

DECREASED

Shares2,045 from 2,261

Change-216 (-10%)

Value$290.8K (-$29.5K)

Filed 2026-10-23

Bright Futures Wealth Management, Llc.

INCREASED

Shares1,989 from 1,963

Change+26 (+1%)

Value$282.8K (+$4.7K)

Filed 2026-10-23

MGO One Seven LLC

DECREASED

Shares1,948 from 2,029

Change-81 (-4%)

Value$276.9K (-$10.5K)

Filed 2026-10-28

Fiduciary Financial Group, LLC

INCREASED

Shares1,886 from 1,850

Change+36 (+2%)

Value$268.1K (+$6.1K)

Filed 2026-10-13

TD Waterhouse Canada Inc.

DECREASED

Shares1,531 from 77,077

Change-75,546 (-98%)

Value$219.1K (-$10.3M)

Filed 2026-10-16

Evergreen Capital Management LLC

UNCHANGED

Shares1,528 from 1,528

Change0 (0%)

Value$217.2K (+$779)

Filed 2026-10-23

Westwind Capital

UNCHANGED

Shares1,233 from 1,233

Change0 (0%)

Value$175 ($0)

Filed 2026-10-08

Finley Financial, LLC

UNCHANGED

Shares1,170 from 1,170

Change0 (0%)

Value$167.4K (+$1.6K)

Filed 2026-10-28

Private Wealth Management Group, LLC

NEW

Shares1,142

Change+1,142

Value$162.4K

Filed 2026-10-19

Farther Finance Advisors, LLC

UNCHANGED

Shares968 from 968

Change0 (0%)

Value$137.6K (+$494)

Filed 2026-10-08

Assetmark, Inc

UNCHANGED

Shares946 from 946

Change0 (0%)

Value$134.5K (+$483)

Filed 2026-10-21

Gilpin Wealth Management, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$113.7K (+$408)

Filed 2026-10-09

LFA - Lugano Financial Advisors SA

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$92.4K (+$332)

Filed 2026-11-03

Harel Insurance Investments & Financial Services Ltd.

DECREASED

Shares533 from 575

Change-42 (-7%)

Value$76 (-$80.9K)

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

DECREASED

Shares521 from 5,547

Change-5,026 (-91%)

Value$74.0K (-$711.7K)

Filed 2026-11-03

Spire Wealth Management

UNCHANGED

Shares240 from 240

Change0 (0%)

Value$34.1K (+$123)

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares169 from 589

Change-420 (-71%)

Value$24.0K (-$59.4K)

Filed 2026-11-05

Creative Financial Designs Inc

DECREASED

Shares164 from 2,471

Change-2,307 (-93%)

Value$23.3K (-$326.7K)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$21.3K (+$76)

Filed 2026-10-16

Key FInancial Inc

UNCHANGED

Shares134 from 134

Change0 (0%)

Value$19.1K (+$69)

Filed 2026-11-02

Covestor Ltd

INCREASED

Shares75 from 54

Change+21 (+39%)

Value$11 (+$3)

Filed 2026-10-30

Parkside Financial Bank & Trust

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$10.0K (+$36)

Filed 2026-10-27

Farmers & Merchants Trust Co of Chambersburg PA

NEW

Shares58

Change+58

Value$8

Filed 2026-10-14

Montgomery Financial Services LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$8.0K (+$29)

Filed 2026-11-03

Pinnacle Bancorp, Inc.

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$7.8K (+$28)

Filed 2026-10-21

Cape Investment Advisory, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$7.1K (+$26)

Filed 2026-10-13

Syntax Research, Inc.

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$5.0K (+$17)

Filed 2026-11-04

Central Pacific Bank - Trust Division

INCREASED

Shares33 from 25

Change+8 (+32%)

Value$4.7K (+$1.2K)

Filed 2026-10-06

Armor Investment Advisors, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.0K (+$7)

Filed 2026-10-27

Blue Trust, Inc.

NEW

Shares1

Change+1

Value$146

Filed 2026-10-15

FIG Financial Advisory Services Inc

CLOSED

Shares0 from 9,669

Change-9,669 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-07

CrossGen Wealth, LLC

CLOSED

Shares0 from 4,717

Change-4,717 (-100%)

Value$0 (-$668.2K)

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 2,507

Change-2,507 (-100%)

Value$0 (-$355.1K)

Filed 2026-10-16

Belvedere Trading LLC

CLOSED

Shares0 from 288

Change-288 (-100%)

Value$0 (-$40.8K)

Filed 2026-11-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 49

Change-49 (-100%)

Value$0 (-$6.7K)

Filed 2026-11-02

Bank of Montreal

N/A

Shares— from 703,041

Change-703,041 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 466,420

Change-466,420 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 390,826

Change-390,826 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 324,467

Change-324,467 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 224,317

Change-224,317 (-100%)

Value—

Prudential PLC

N/A

Shares— from 216,835

Change-216,835 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 163,134

Change-163,134 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 131,694

Change-131,694 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 112,458

Change-112,458 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 87,851

Change-87,851 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 80,496

Change-80,496 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 79,564

Change-79,564 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 79,327

Change-79,327 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 65,920

Change-65,920 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 60,325

Change-60,325 (-100%)

Value—

UBS Group AG

N/A

Shares— from 58,751

Change-58,751 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 33,624

Change-33,624 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 33,458

Change-33,458 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 29,000

Change-29,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 28,064

Change-28,064 (-100%)

Value—

Objectivity Squared, LLC

N/A

Shares— from 27,686

Change-27,686 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 24,479

Change-24,479 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 19,877

Change-19,877 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 18,580

Change-18,580 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 17,806

Change-17,806 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16,449

Change-16,449 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 15,092

Change-15,092 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 10,810

Change-10,810 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 10,453

Change-10,453 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 8,269

Change-8,269 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,904

Change-7,904 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,459

Change-7,459 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 6,814

Change-6,814 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 6,424

Change-6,424 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 5,927

Change-5,927 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,599

Change-5,599 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,270

Change-5,270 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 4,978

Change-4,978 (-100%)

Value—

EFG International AG

N/A

Shares— from 4,715

Change-4,715 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,655

Change-4,655 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4,619

Change-4,619 (-100%)

Value—

Octavia Wealth Advisors, LLC

N/A

Shares— from 4,488

Change-4,488 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 4,400

Change-4,400 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 4,306

Change-4,306 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,199

Change-4,199 (-100%)

Value—

BlackDiamond Wealth Management, LLC

N/A

Shares— from 3,025

Change-3,025 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 2,811

Change-2,811 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 2,335

Change-2,335 (-100%)

Value—

Kera Capital Partners, Inc.

N/A

Shares— from 2,320

Change-2,320 (-100%)

Value—

Berkeley Capital Partners, LLC

N/A

Shares— from 2,298

Change-2,298 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 2,282

Change-2,282 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 2,207

Change-2,207 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 1,993

Change-1,993 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,990

Change-1,990 (-100%)

Value—

&partners

N/A

Shares— from 1,842

Change-1,842 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,708

Change-1,708 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 1,669

Change-1,669 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,623

Change-1,623 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 1,610

Change-1,610 (-100%)

Value—

Bonfire Financial

N/A

Shares— from 1,536

Change-1,536 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 1,422

Change-1,422 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 1,413

Change-1,413 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 1,404

Change-1,404 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,289

Change-1,289 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,206

Change-1,206 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,182

Change-1,182 (-100%)

Value—

Index Technologies Group LLC

N/A

Shares— from 1,121

Change-1,121 (-100%)

Value—

Barclays PLC

N/A

Shares— from 850

Change-850 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 635

Change-635 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 550

Change-550 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 500

Change-500 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 377

Change-377 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 194

Change-194 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 174

Change-174 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 165

Change-165 (-100%)

Value—

Blair William & Co

N/A

Shares— from 66

Change-66 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Avior Wealth Management, LLC	INCREASED	83,043	77,874	+5,169	+7%	$11.0M	$11.8M	+$774.6K	2026-10-13
Elite Wealth Management, Inc.	INCREASED	69,763	40,367	+29,396	+73%	$5.7M	$9.9M	+$4.2M	2026-11-03
Creative Planning	INCREASED	59,910	57,332	+2,578	+5%	$8.1M	$8.5M	+$395.7K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	53,319	52,305	+1,014	+2%	$7.3M	$7.4M	+$148.8K	2026-10-13
City of London Investment Management Co LTD	UNCHANGED	38,700	38,700	0	0%	$5.5M	$5.5M	+$19.7K	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	36,967	47,979	-11,012	-23%	$6.8M	$5.3K	-$6.8M	2026-11-02
Mirae Asset Global Investments Co., Ltd.	INCREASED	35,168	34,198	+970	+3%	$4.8M	$5.0M	+$155.3K	2026-11-03
SFI Advisors, LLC	DECREASED	22,369	22,470	-101	0%	$3.2M	$3.2M	-$2.9K	2026-10-30
Prospera Financial Services Inc	INCREASED	20,651	7,340	+13,311	+181%	$1.0M	$2.6M	+$1.6M	2026-11-04
Quattro Financial Advisors LLC	DECREASED	13,135	13,160	-25	0%	$1.9M	$1.9M	+$3.2K	2026-10-15
Twelve Points Wealth Management LLC	DECREASED	12,447	12,598	-151	-1%	$1.8M	$1.6M	-$204.5K	2026-11-03
Blvd Private Wealth, LLC	DECREASED	12,122	12,325	-203	-2%	$1.7M	$1.7M	-$22.5K	2026-10-14
Redhawk Wealth Advisors, Inc.	DECREASED	10,768	13,505	-2,737	-20%	$1.9M	$1.5M	-$382.2K	2026-10-14
Oppenheimer & Co Inc	INCREASED	9,584	5,759	+3,825	+66%	$815.8K	$1.4M	+$546.7K	2026-10-26
Blue Fin Capital, Inc.	UNCHANGED	8,874	8,874	0	0%	$1.3M	$1.3M	+$4.5K	2026-10-28
Colton Groome Financial Advisors, LLC	NEW	7,409	—	+7,409	—	—	$1.1M	—	2026-10-06
RED Lighthouse Investment Management, LLC	UNCHANGED	7,188	7,188	0	0%	$1.0M	$1.0M	+$3.7K	2026-11-02
Aurora Private Wealth, Inc.	INCREASED	6,061	5,506	+555	+10%	$780.0K	$862	-$779.1K	2026-10-20
Lido Advisors, LLC	DECREASED	4,833	4,902	-69	-1%	$694.4K	$687.1K	-$7.3K	2026-11-04
Apollon Wealth Management, LLC	DECREASED	4,311	9,753	-5,442	-56%	$1.4M	$612.9K	-$768.7K	2026-10-23
Karnit Road Accident Victims Compensation Fund	UNCHANGED	3,860	3,860	0	0%	$546.8K	$548.8K	+$2.0K	2026-11-04
Compass Financial Management LLC	NEW	3,569	—	+3,569	—	—	$507.4K	—	2026-10-30
Citigroup Inc	INCREASED	3,119	3,007	+112	+4%	$426.0K	$443.4K	+$17.5K	2026-11-04
City Holding Co	DECREASED	3,050	3,370	-320	-9%	$477.4K	$433.6K	-$43.8K	2026-10-19
Glaxis Capital Management, LLC	NEW	3,000	—	+3,000	—	—	$426.5K	—	2026-11-02
Patten Group, Inc.	DECREASED	2,823	3,493	-670	-19%	$494.8K	$401.3K	-$93.5K	2026-10-26
Retirement Planning Group, LLC	UNCHANGED	2,674	2,674	0	0%	$378.8K	$380.2K	+$1.4K	2026-10-19
Truist Financial Corp	DECREASED	2,482	2,501	-19	-1%	$354.3K	$352.9K	-$1.4K	2026-10-30
Patriot Investment Management Group, Inc.	UNCHANGED	2,115	2,115	0	0%	$299.6K	$300.7K	+$1.1K	2026-10-15
Park Avenue Securities LLC	NEW	2,096	—	+2,096	—	—	$298	—	2026-10-26
Sigma Planning Corp	DECREASED	2,045	2,261	-216	-10%	$320.3K	$290.8K	-$29.5K	2026-10-23
Bright Futures Wealth Management, Llc.	INCREASED	1,989	1,963	+26	+1%	$278.1K	$282.8K	+$4.7K	2026-10-23
MGO One Seven LLC	DECREASED	1,948	2,029	-81	-4%	$287.4K	$276.9K	-$10.5K	2026-10-28
Fiduciary Financial Group, LLC	INCREASED	1,886	1,850	+36	+2%	$262.1K	$268.1K	+$6.1K	2026-10-13
TD Waterhouse Canada Inc.	DECREASED	1,531	77,077	-75,546	-98%	$10.5M	$219.1K	-$10.3M	2026-10-16
Evergreen Capital Management LLC	UNCHANGED	1,528	1,528	0	0%	$216.4K	$217.2K	+$779	2026-10-23
Westwind Capital	UNCHANGED	1,233	1,233	0	0%	$175	$175	$0	2026-10-08
Finley Financial, LLC	UNCHANGED	1,170	1,170	0	0%	$165.7K	$167.4K	+$1.6K	2026-10-28
Private Wealth Management Group, LLC	NEW	1,142	—	+1,142	—	—	$162.4K	—	2026-10-19
Farther Finance Advisors, LLC	UNCHANGED	968	968	0	0%	$137.1K	$137.6K	+$494	2026-10-08
Assetmark, Inc	UNCHANGED	946	946	0	0%	$134.0K	$134.5K	+$483	2026-10-21
Gilpin Wealth Management, LLC	UNCHANGED	800	800	0	0%	$113.3K	$113.7K	+$408	2026-10-09
LFA - Lugano Financial Advisors SA	UNCHANGED	650	650	0	0%	$92.1K	$92.4K	+$332	2026-11-03
Harel Insurance Investments & Financial Services Ltd.	DECREASED	533	575	-42	-7%	$81.0K	$76	-$80.9K	2026-11-02
Ashton Thomas Private Wealth, LLC	DECREASED	521	5,547	-5,026	-91%	$785.7K	$74.0K	-$711.7K	2026-11-03
Spire Wealth Management	UNCHANGED	240	240	0	0%	$34.0K	$34.1K	+$123	2026-10-30
Fifth Third Bancorp	DECREASED	169	589	-420	-71%	$83.4K	$24.0K	-$59.4K	2026-11-05
Creative Financial Designs Inc	DECREASED	164	2,471	-2,307	-93%	$350.0K	$23.3K	-$326.7K	2026-11-04
IFP Advisors, Inc	UNCHANGED	150	150	0	0%	$21.2K	$21.3K	+$76	2026-10-16
Key FInancial Inc	UNCHANGED	134	134	0	0%	$19.0K	$19.1K	+$69	2026-11-02
Covestor Ltd	INCREASED	75	54	+21	+39%	$8	$11	+$3	2026-10-30
Parkside Financial Bank & Trust	UNCHANGED	70	70	0	0%	$10.0K	$10.0K	+$36	2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA	NEW	58	—	+58	—	—	$8	—	2026-10-14
Montgomery Financial Services LLC	UNCHANGED	56	56	0	0%	$7.9K	$8.0K	+$29	2026-11-03
Pinnacle Bancorp, Inc.	UNCHANGED	55	55	0	0%	$7.8K	$7.8K	+$28	2026-10-21
Cape Investment Advisory, Inc.	UNCHANGED	50	50	0	0%	$7.1K	$7.1K	+$26	2026-10-13
Syntax Research, Inc.	UNCHANGED	35	35	0	0%	$5.0K	$5.0K	+$17	2026-11-04
Central Pacific Bank - Trust Division	INCREASED	33	25	+8	+32%	$3.5K	$4.7K	+$1.2K	2026-10-06
Armor Investment Advisors, LLC	UNCHANGED	14	14	0	0%	$2.0K	$2.0K	+$7	2026-10-27
Blue Trust, Inc.	NEW	1	—	+1	—	—	$146	—	2026-10-15
FIG Financial Advisory Services Inc	CLOSED	0	9,669	-9,669	-100%	$1.4M	$0	-$1.4M	2026-10-07
CrossGen Wealth, LLC	CLOSED	0	4,717	-4,717	-100%	$668.2K	$0	-$668.2K	2026-10-30
Y-Intercept (Hong Kong) Ltd	CLOSED	0	2,507	-2,507	-100%	$355.1K	$0	-$355.1K	2026-10-16
Belvedere Trading LLC	CLOSED	0	288	-288	-100%	$40.8K	$0	-$40.8K	2026-11-05
International Assets Investment Management, LLC	CLOSED	0	49	-49	-100%	$6.7K	$0	-$6.7K	2026-11-02
Bank of Montreal	N/A	—	703,041	-703,041	-100%	$99.6M	—	—	—
Jane Street Group, LLC	N/A	—	466,420	-466,420	-100%	$66.1M	—	—	—
Old Mission Capital LLC	N/A	—	390,826	-390,826	-100%	$55.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	324,467	-324,467	-100%	$46.0M	—	—	—
Morgan Stanley	N/A	—	224,317	-224,317	-100%	$31.8M	—	—	—
Prudential PLC	N/A	—	216,835	-216,835	-100%	$30.7M	—	—	—
GTS Securities LLC	N/A	—	163,134	-163,134	-100%	$23.1M	—	—	—
Bank of America Corp	N/A	—	131,694	-131,694	-100%	$18.7M	—	—	—
Banco Santander, S.A.	N/A	—	112,458	-112,458	-100%	$15.9M	—	—	—
Ameriprise Financial Inc	N/A	—	87,851	-87,851	-100%	$12.4M	—	—	—
Marshall Wace, LLP	N/A	—	80,496	-80,496	-100%	$11.4M	—	—	—
LPL Financial LLC	N/A	—	79,564	-79,564	-100%	$11.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	79,327	-79,327	-100%	$11.2M	—	—	—
Wells Fargo & Company	N/A	—	65,920	-65,920	-100%	$9.3M	—	—	—
Citadel Advisors LLC	N/A	—	60,325	-60,325	-100%	$8.5M	—	—	—
UBS Group AG	N/A	—	58,751	-58,751	-100%	$8.3M	—	—	—
Focus Partners Wealth	N/A	—	33,624	-33,624	-100%	$4.8M	—	—	—
Royal Bank of Canada	N/A	—	33,458	-33,458	-100%	$4.7M	—	—	—
Allianz Asset Management GmbH	N/A	—	29,000	-29,000	-100%	$4.1M	—	—	—
Raymond James Financial Inc	N/A	—	28,064	-28,064	-100%	$4.0M	—	—	—
Objectivity Squared, LLC	N/A	—	27,686	-27,686	-100%	$3.9M	—	—	—
Mercer Global Advisors Inc	N/A	—	24,479	-24,479	-100%	$3.5M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	19,877	-19,877	-100%	$2.8M	—	—	—
Texas Yale Capital Corp.	N/A	—	18,580	-18,580	-100%	$2.6M	—	—	—
MML Investors Services, LLC	N/A	—	17,806	-17,806	-100%	$2.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	16,449	-16,449	-100%	$2.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	15,092	-15,092	-100%	$2.1M	—	—	—
MAI Capital Management	N/A	—	10,810	-10,810	-100%	$1.5M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	10,453	-10,453	-100%	$1.5M	—	—	—
Flow Traders U.S. LLC	N/A	—	8,269	-8,269	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	7,904	-7,904	-100%	$1.1M	—	—	—
Mariner, LLC	N/A	—	7,459	-7,459	-100%	$1.1M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	6,814	-6,814	-100%	$965.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	6,424	-6,424	-100%	$910.1K	—	—	—
Qube Research & Technologies Ltd	N/A	—	5,927	-5,927	-100%	$839.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,599	-5,599	-100%	$793.1K	—	—	—
Arax Advisory Partners	N/A	—	5,270	-5,270	-100%	$746.5K	—	—	—
Composition Wealth, LLC	N/A	—	4,978	-4,978	-100%	$705.1K	—	—	—
EFG International AG	N/A	—	4,715	-4,715	-100%	$667.9K	—	—	—
Cetera Investment Advisers	N/A	—	4,655	-4,655	-100%	$659.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4,619	-4,619	-100%	$654.3K	—	—	—
Octavia Wealth Advisors, LLC	N/A	—	4,488	-4,488	-100%	$635.7K	—	—	—
Renaissance Technologies LLC	N/A	—	4,400	-4,400	-100%	$623.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	4,306	-4,306	-100%	$610.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,199	-4,199	-100%	$594.8K	—	—	—
BlackDiamond Wealth Management, LLC	N/A	—	3,025	-3,025	-100%	$407.1K	—	—	—
HRT Financial LP	N/A	—	2,811	-2,811	-100%	$398.0K	—	—	—
Rathbones Group PLC	N/A	—	2,335	-2,335	-100%	$330.8K	—	—	—
Kera Capital Partners, Inc.	N/A	—	2,320	-2,320	-100%	$328.7K	—	—	—
Berkeley Capital Partners, LLC	N/A	—	2,298	-2,298	-100%	$325.5K	—	—	—
Argent Trust Co	N/A	—	2,282	-2,282	-100%	$323.3K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	2,207	-2,207	-100%	$312.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	1,993	-1,993	-100%	$282.3K	—	—	—
BlackRock, Inc.	N/A	—	1,990	-1,990	-100%	$281.9K	—	—	—
&partners	N/A	—	1,842	-1,842	-100%	$261.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,708	-1,708	-100%	$242.0K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	1,669	-1,669	-100%	$236.5K	—	—	—
Cerity Partners LLC	N/A	—	1,623	-1,623	-100%	$229.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	1,610	-1,610	-100%	$228.1K	—	—	—
Bonfire Financial	N/A	—	1,536	-1,536	-100%	$217.6K	—	—	—
Quantinno Capital Management LP	N/A	—	1,422	-1,422	-100%	$201.4K	—	—	—
SG Americas Securities, LLC	N/A	—	1,413	-1,413	-100%	$200.0K	—	—	—
Quantum Portfolio Management LLC	N/A	—	1,404	-1,404	-100%	$198.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,289	-1,289	-100%	$182.6K	—	—	—
FMR LLC	N/A	—	1,206	-1,206	-100%	$170.8K	—	—	—
JPMorgan Chase & Co	N/A	—	1,182	-1,182	-100%	$164.3K	—	—	—
Index Technologies Group LLC	N/A	—	1,121	-1,121	-100%	$158.8K	—	—	—
Barclays PLC	N/A	—	850	-850	-100%	$120.4K	—	—	—
Glassman Wealth Services	N/A	—	635	-635	-100%	$90.0K	—	—	—
Regatta Research & Money Management	N/A	—	550	-550	-100%	$77.9K	—	—	—
National Bank of Canada	N/A	—	500	-500	-100%	$70.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	377	-377	-100%	$53.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	200	-200	-100%	$28.3K	—	—	—
one8zero8, LLC	N/A	—	194	-194	-100%	$27.5K	—	—	—
AE Wealth Management LLC	N/A	—	174	-174	-100%	$24.6K	—	—	—
WealthShield Partners, LLC	N/A	—	165	-165	-100%	$23.4K	—	—	—
Blair William & Co	N/A	—	66	-66	-100%	$9.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	10	-10	-100%	$1.4K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	8	-8	-100%	$1.1K	—	—	—
IFG Advisory, LLC	N/A	—	2	-2	-100%	$246	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$142	—	—	—

Showing 146 of 146 institutions