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Ishars RES and Multi Reales (REZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares468,606 from 477,843
Change-9,237 (-2%)
Value$41.4M (-$3.8M)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares307,210 from 299,314
Change+7,896 (+3%)
Value$27.1M (-$1.2M)
Filed 2026-10-23
Cornerstone Planning Group LLC
INCREASED
Shares220,534 from 208,847
Change+11,687 (+6%)
Value$19.4M (-$992.9K)
Filed 2026-10-16
Aprio Wealth Management, LLC
DECREASED
Shares85,607 from 190,724
Change-105,117 (-55%)
Value$7.6M (-$10.5M)
Filed 2026-10-28
Plan Group Financial, LLC
INCREASED
Shares74,918 from 74,274
Change+644 (+1%)
Value$6.8M (-$245.3K)
Filed 2026-10-22
Fonville Wealth Management LLC
DECREASED
Shares54,054 from 56,083
Change-2,029 (-4%)
Value$4.8M (-$535.4K)
Filed 2026-10-28
Kure Advisory, LLC
INCREASED
Shares50,199 from 48,828
Change+1,371 (+3%)
Value$4.4M (-$188.9K)
Filed 2026-10-08
Arkansas Financial Group, Inc.
INCREASED
Shares47,263 from 42,293
Change+4,970 (+12%)
Value$4.2M (+$170.5K)
Filed 2026-10-26
Winter & Associates, Inc.
INCREASED
Shares44,610 from 39,799
Change+4,811 (+12%)
Value$4.0M (+$273.2K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares30,748 from 15,367
Change+15,381 (+100%)
Value$2.7K (-$1.5M)
Filed 2026-11-02
Procyon Advisors, LLC
DECREASED
Shares28,753 from 33,144
Change-4,391 (-13%)
Value$2.5M (-$598.3K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares25,823 from 25,095
Change+728 (+3%)
Value$2.3M (-$95.0K)
Filed 2026-11-02
High Probability Advisors, LLC
INCREASED
Shares23,137 from 23,102
Change+35 (+0%)
Value$2.0M (-$143.6K)
Filed 2026-10-19
Sincerus Advisory, LLC
INCREASED
Shares20,286 from 18,764
Change+1,522 (+8%)
Value$1.8M (+$15.3K)
Filed 2026-10-09
LongView Wealth Management
INCREASED
Shares19,085 from 16,532
Change+2,553 (+15%)
Value$1.7M (+$120.6K)
Filed 2026-10-19
M Wealth Management, LLC
INCREASED
Shares18,740 from 16,842
Change+1,898 (+11%)
Value$1.7M (+$60.7K)
Filed 2026-10-14
Integrity Alliance, Llc.
DECREASED
Shares16,834 from 17,065
Change-231 (-1%)
Value$1.5M (-$128.8K)
Filed 2026-10-29
Everhart Financial Group, Inc.
NEW
Shares15,771
Change+15,771
Value$1.4M
Filed 2026-10-08
Kendall Capital Management
INCREASED
Shares15,544 from 14,300
Change+1,244 (+9%)
Value$1.4M (+$19.1K)
Filed 2026-10-23
Burns Matteson Capital Management, LLC
INCREASED
Shares14,545 from 14,249
Change+296 (+2%)
Value$1.3M (-$64.2K)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares14,221 from 16,340
Change-2,119 (-13%)
Value$1.3M (-$290.9K)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares14,131 from 13,622
Change+509 (+4%)
Value$1.2M (-$42.0K)
Filed 2026-11-05
Comprehensive Wealth Management, LLC
DECREASED
Shares13,913 from 14,440
Change-527 (-4%)
Value$1.2M (-$138.2K)
Filed 2026-11-02
Congress Asset Management Co
NEW
Shares13,633
Change+13,633
Value$13.6K
Filed 2026-10-06
Cornerstone Management, Inc.
DECREASED
Shares13,583 from 13,686
Change-103 (-1%)
Value$1.2M (-$96.0K)
Filed 2026-10-16
CX Institutional
DECREASED
Shares12,559 from 13,531
Change-972 (-7%)
Value$1.1K (-$171)
Filed 2026-10-02
Capital Asset Advisory Services LLC
DECREASED
Shares9,521 from 9,725
Change-204 (-2%)
Value$873.4K (-$47.4K)
Filed 2026-10-30
First Security Investment Management, Inc.
DECREASED
Shares8,901 from 23,904
Change-15,003 (-63%)
Value$786.3K (-$1.5M)
Filed 2026-11-05
Family Wealth Partners, LLC
INCREASED
Shares8,634 from 8,061
Change+573 (+7%)
Value$762.7K (-$596)
Filed 2026-10-20
Lederer & Associates Investment Counsel
UNCHANGED
Shares6,905 from 6,905
Change0 (0%)
Value$610 (-$44)
Filed 2026-10-23
Verdence Capital Advisors LLC
NEW
Shares6,589
Change+6,589
Value$582.0K
Filed 2026-10-26
Courage Miller Partners, LLC
INCREASED
Shares6,300 from 6,289
Change+11 (+0%)
Value$556.5K (-$39.0K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares5,785 from 6,146
Change-361 (-6%)
Value$511.1K (-$70.9K)
Filed 2026-10-08
Connecticut Wealth Management, LLC
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$508.0K (-$36.5K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,184 from 5,076
Change+108 (+2%)
Value$450.6K (-$31.6K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares5,051 from 4,955
Change+96 (+2%)
Value$446.2K (-$22.9K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares3,745 from 2,950
Change+795 (+27%)
Value$330.9K (+$51.5K)
Filed 2026-11-02
Boltwood Capital Management
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$318.0K (-$22.9K)
Filed 2026-10-02
Creative Planning
DECREASED
Shares3,551 from 4,724
Change-1,173 (-25%)
Value$313.7K (-$133.6K)
Filed 2026-11-02
ARK & TLK Investments, LLC
UNCHANGED
Shares3,397 from 3,397
Change0 (0%)
Value$300.1K (-$21.6K)
Filed 2026-10-20
Go Invest LLC
INCREASED
Shares3,328 from 3,088
Change+240 (+8%)
Value$294.0K (+$1.6K)
Filed 2026-10-09
RVW Wealth, LLC
DECREASED
Shares3,228 from 3,430
Change-202 (-6%)
Value$285.2K (-$39.6K)
Filed 2026-10-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares3,209 from 3,209
Change0 (0%)
Value$283.5K (-$20.4K)
Filed 2026-10-28
Central Trust Co
UNCHANGED
Shares3,179 from 3,179
Change0 (0%)
Value$280.8K (-$20.2K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares2,615 from 2,559
Change+56 (+2%)
Value$231.0K (-$11.3K)
Filed 2026-10-28
RDA Financial Network
INCREASED
Shares2,590 from 2,582
Change+8 (+0%)
Value$228.8K (-$15.7K)
Filed 2026-10-15
Pacific Center for Financial Services
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$216.9K (-$15.6K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$136.7K (-$9.8K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares1,535 from 1,572
Change-37 (-2%)
Value$135.6K (-$13.2K)
Filed 2026-11-05
Main Street Group, LTD
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$90.4K (-$6.5K)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$32.2K (-$2.3K)
Filed 2026-11-02
Fairscale Capital, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$30.8K (-$1.3K)
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$27.8K (-$2.0K)
Filed 2026-10-22
Mosley Wealth Management
INCREASED
Shares224 from 223
Change+1 (+0%)
Value$20.1K (-$1.1K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares218 from 56
Change+162 (+289%)
Value$19.3K (+$14.0K)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$13.5K (-$971)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares117 from 116
Change+1 (+1%)
Value$10.3K (-$677)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares115 from 24,150
Change-24,035 (-100%)
Value$10.2K (-$2.3M)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$8.9K (-$642)
Filed 2026-10-08
Bank of New Hampshire
NEW
Shares71
Change+71
Value$6.3K
Filed 2026-10-06
Strategic Advocates LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.4K (-$387)
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.0K (-$362)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares43 from 34
Change+9 (+26%)
Value$3.8K (+$580)
Filed 2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.6K (-$184)
Filed 2026-10-06
Gamma Investing LLC
NEW
Shares21
Change+21
Value$1.9K
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.7K (-$121)
Filed 2026-10-27
Financially Speaking Inc
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$83)
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$76)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$442
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
NEW
Shares1
Change+1
Value$88
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares0
Change0
Value$43
Filed 2026-10-27
Jefferies Financial Group Inc.
CLOSED
Shares0 from 9,438
Change-9,438 (-100%)
Value$0 (-$893.7K)
Filed 2026-11-05
Lynx Investment Advisory
CLOSED
Shares0 from 2,689
Change-2,689 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-27
Focus Financial Network, Inc.
CLOSED
Shares0 from 2,371
Change-2,371 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-14
JB Capital LLC
CLOSED
Shares0 from 2,205
Change-2,205 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-19
Sound Income Strategies, LLC
CLOSED
Shares0 from 2,123
Change-2,123 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-09
Tucker Asset Management LLC
CLOSED
Shares0 from 1,536
Change-1,536 (-100%)
Value$0 (-$145.4K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-20
Realta Investment Advisors
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-14
Mather Group, Llc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$947)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 496,441
Change-496,441 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 240,874
Change-240,874 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 167,046
Change-167,046 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 161,436
Change-161,436 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 158,504
Change-158,504 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 147,066
Change-147,066 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 143,866
Change-143,866 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 125,647
Change-125,647 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 120,288
Change-120,288 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 98,424
Change-98,424 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 77,357
Change-77,357 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 73,360
Change-73,360 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 72,683
Change-72,683 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 62,370
Change-62,370 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 62,096
Change-62,096 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 52,165
Change-52,165 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 48,533
Change-48,533 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 44,699
Change-44,699 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 40,712
Change-40,712 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 38,501
Change-38,501 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,995
Change-37,995 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34,367
Change-34,367 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 28,990
Change-28,990 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 27,231
Change-27,231 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 26,077
Change-26,077 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,366
Change-25,366 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,259
Change-25,259 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 22,710
Change-22,710 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 22,513
Change-22,513 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 15,932
Change-15,932 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 15,262
Change-15,262 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 14,763
Change-14,763 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 14,491
Change-14,491 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 10,127
Change-10,127 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,921
Change-9,921 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,259
Change-9,259 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,106
Change-9,106 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,356
Change-8,356 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 6,245
Change-6,245 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
&partners
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 504
Change-504 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 298
Change-298 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 287
Change-287 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED468,606477,843-9,237-2%$45.2M$41.4M-$3.8M2026-10-30
Evergreen Capital Management LLC
INCREASED307,210299,314+7,896+3%$28.3M$27.1M-$1.2M2026-10-23
Cornerstone Planning Group LLC
INCREASED220,534208,847+11,687+6%$20.4M$19.4M-$992.9K2026-10-16
Aprio Wealth Management, LLC
DECREASED85,607190,724-105,117-55%$18.1M$7.6M-$10.5M2026-10-28
Plan Group Financial, LLC
INCREASED74,91874,274+644+1%$7.0M$6.8M-$245.3K2026-10-22
Fonville Wealth Management LLC
DECREASED54,05456,083-2,029-4%$5.3M$4.8M-$535.4K2026-10-28
Kure Advisory, LLC
INCREASED50,19948,828+1,371+3%$4.6M$4.4M-$188.9K2026-10-08
Arkansas Financial Group, Inc.
INCREASED47,26342,293+4,970+12%$4.0M$4.2M+$170.5K2026-10-26
Winter & Associates, Inc.
INCREASED44,61039,799+4,811+12%$3.8M$4.0M+$273.2K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED30,74815,367+15,381+100%$1.5M$2.7K-$1.5M2026-11-02
Procyon Advisors, LLC
DECREASED28,75333,144-4,391-13%$3.1M$2.5M-$598.3K2026-10-21
Commonwealth Equity Services, LLC
INCREASED25,82325,095+728+3%$2.4M$2.3M-$95.0K2026-11-02
High Probability Advisors, LLC
INCREASED23,13723,102+35+0%$2.2M$2.0M-$143.6K2026-10-19
Sincerus Advisory, LLC
INCREASED20,28618,764+1,522+8%$1.8M$1.8M+$15.3K2026-10-09
LongView Wealth Management
INCREASED19,08516,532+2,553+15%$1.6M$1.7M+$120.6K2026-10-19
M Wealth Management, LLC
INCREASED18,74016,842+1,898+11%$1.6M$1.7M+$60.7K2026-10-14
Integrity Alliance, Llc.
DECREASED16,83417,065-231-1%$1.6M$1.5M-$128.8K2026-10-29
Everhart Financial Group, Inc.
NEW15,771—+15,771——$1.4M—2026-10-08
Kendall Capital Management
INCREASED15,54414,300+1,244+9%$1.4M$1.4M+$19.1K2026-10-23
Burns Matteson Capital Management, LLC
INCREASED14,54514,249+296+2%$1.3M$1.3M-$64.2K2026-10-16
Creative Financial Designs Inc
DECREASED14,22116,340-2,119-13%$1.5M$1.3M-$290.9K2026-11-04
Thrivent Financial for Lutherans
INCREASED14,13113,622+509+4%$1.3M$1.2M-$42.0K2026-11-05
Comprehensive Wealth Management, LLC
DECREASED13,91314,440-527-4%$1.4M$1.2M-$138.2K2026-11-02
Congress Asset Management Co
NEW13,633—+13,633——$13.6K—2026-10-06
Cornerstone Management, Inc.
DECREASED13,58313,686-103-1%$1.3M$1.2M-$96.0K2026-10-16
CX Institutional
DECREASED12,55913,531-972-7%$1.3K$1.1K-$1712026-10-02
Capital Asset Advisory Services LLC
DECREASED9,5219,725-204-2%$920.8K$873.4K-$47.4K2026-10-30
First Security Investment Management, Inc.
DECREASED8,90123,904-15,003-63%$2.3M$786.3K-$1.5M2026-11-05
Family Wealth Partners, LLC
INCREASED8,6348,061+573+7%$763.3K$762.7K-$5962026-10-20
Lederer & Associates Investment Counsel
UNCHANGED6,9056,90500%$654$610-$442026-10-23
Verdence Capital Advisors LLC
NEW6,589—+6,589——$582.0K—2026-10-26
Courage Miller Partners, LLC
INCREASED6,3006,289+11+0%$595.5K$556.5K-$39.0K2026-10-21
Farther Finance Advisors, LLC
DECREASED5,7856,146-361-6%$582.0K$511.1K-$70.9K2026-10-08
Connecticut Wealth Management, LLC
UNCHANGED5,7505,75000%$544.5K$508.0K-$36.5K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED5,1845,076+108+2%$482.2K$450.6K-$31.6K2026-10-13
McAdam, LLC
INCREASED5,0514,955+96+2%$469.1K$446.2K-$22.9K2026-10-21
Kestra Advisory Services, LLC
INCREASED3,7452,950+795+27%$279.3K$330.9K+$51.5K2026-11-02
Boltwood Capital Management
UNCHANGED3,6003,60000%$340.9K$318.0K-$22.9K2026-10-02
Creative Planning
DECREASED3,5514,724-1,173-25%$447.3K$313.7K-$133.6K2026-11-02
ARK & TLK Investments, LLC
UNCHANGED3,3973,39700%$321.7K$300.1K-$21.6K2026-10-20
Go Invest LLC
INCREASED3,3283,088+240+8%$292.4K$294.0K+$1.6K2026-10-09
RVW Wealth, LLC
DECREASED3,2283,430-202-6%$324.8K$285.2K-$39.6K2026-10-06
Buck Wealth Strategies, LLC
UNCHANGED3,2093,20900%$303.9K$283.5K-$20.4K2026-10-28
Central Trust Co
UNCHANGED3,1793,17900%$301.0K$280.8K-$20.2K2026-11-05
Choreo, LLC
INCREASED2,6152,559+56+2%$242.3K$231.0K-$11.3K2026-10-28
RDA Financial Network
INCREASED2,5902,582+8+0%$244.5K$228.8K-$15.7K2026-10-15
Pacific Center for Financial Services
UNCHANGED2,4552,45500%$232.5K$216.9K-$15.6K2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED1,5471,54700%$146.5K$136.7K-$9.8K2026-10-23
Fifth Third Bancorp
DECREASED1,5351,572-37-2%$148.9K$135.6K-$13.2K2026-11-05
Main Street Group, LTD
UNCHANGED1,0231,02300%$96.9K$90.4K-$6.5K2026-10-28
Golden State Wealth Management, LLC
UNCHANGED36536500%$34.6K$32.2K-$2.3K2026-11-02
Fairscale Capital, LLC
UNCHANGED33933900%$32.1K$30.8K-$1.3K2026-11-04
Monetary Solutions, Ltd
UNCHANGED31531500%$29.8K$27.8K-$2.0K2026-10-22
Mosley Wealth Management
INCREASED224223+1+0%$21.1K$20.1K-$1.1K2026-10-16
IFP Advisors, Inc
INCREASED21856+162+289%$5.3K$19.3K+$14.0K2026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED15315300%$14.5K$13.5K-$9712026-10-16
Cape Investment Advisory, Inc.
INCREASED117116+1+1%$11.0K$10.3K-$6772026-10-13
Citigroup Inc
DECREASED11524,150-24,035-100%$2.3M$10.2K-$2.3M2026-11-04
CoreCap Advisors, LLC
UNCHANGED10110100%$9.6K$8.9K-$6422026-10-08
Bank of New Hampshire
NEW71—+71——$6.3K—2026-10-06
Strategic Advocates LLC
UNCHANGED616100%$5.8K$5.4K-$3872026-11-03
Investors Research Corp
UNCHANGED575700%$5.4K$5.0K-$3622026-10-07
Assetmark, Inc
INCREASED4334+9+26%$3.2K$3.8K+$5802026-10-21
Central Pacific Bank - Trust Division
UNCHANGED292900%$2.7K$2.6K-$1842026-10-06
Gamma Investing LLC
NEW21—+21——$1.9K—2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED191900%$1.8K$1.7K-$1212026-10-27
Financially Speaking Inc
NEW15—+15——$1.3K—2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED131300%$1.2K$1.1K-$832026-11-03
Parallel Advisors, LLC
UNCHANGED121200%$1.1K$1.1K-$762026-11-03
Provenance Wealth Advisors, LLC
NEW5—+5——$442—2026-10-30
Allspring Global Investments Holdings, LLC
NEW1—+1——$88—2026-11-04
Latitude Advisors, LLC
NEW0—0——$43—2026-10-27
Jefferies Financial Group Inc.
CLOSED09,438-9,438-100%$893.7K$0-$893.7K2026-11-05
Lynx Investment Advisory
CLOSED02,689-2,689-100%$254.6K$0-$254.6K2026-10-27
Focus Financial Network, Inc.
CLOSED02,371-2,371-100%$224.5K$0-$224.5K2026-10-14
JB Capital LLC
CLOSED02,205-2,205-100%$208.8K$0-$208.8K2026-10-19
Sound Income Strategies, LLC
CLOSED02,123-2,123-100%$201.0K$0-$201.0K2026-10-09
Tucker Asset Management LLC
CLOSED01,536-1,536-100%$145.4K$0-$145.4K2026-10-29
Robinswood Financial LLC
CLOSED0117-117-100%$11.1K$0-$11.1K2026-10-20
Realta Investment Advisors
CLOSED069-69-100%$6.5K$0-$6.5K2026-10-14
Mather Group, Llc.
CLOSED013-13-100%$1.2K$0-$1.2K2026-10-14
Farmers & Merchants Investments Inc
CLOSED010-10-100%$947$0-$9472026-10-22
Morgan Stanley
N/A—496,441-496,441-100%$47.0M———
Northwestern Mutual Wealth Management Co
N/A—240,874-240,874-100%$22.8M———
Raymond James Financial Inc
N/A—167,046-167,046-100%$15.8M———
Royal Bank of Canada
N/A—161,436-161,436-100%$15.3M———
Ameriprise Financial Inc
N/A—158,504-158,504-100%$15.0M———
Bard Associates Inc
N/A—147,066-147,066-100%$13.9M———
LPL Financial LLC
N/A—143,866-143,866-100%$13.6M———
Van Eck Associates Corp
N/A—125,647-125,647-100%$11.9M———
Ascension Capital Advisors, Inc.
N/A—120,288-120,288-100%$11.4M———
Bank of America Corp
N/A—98,424-98,424-100%$9.3M———
Osaic Holdings, Inc.
N/A—77,357-77,357-100%$7.3M———
Focus Partners Advisor Solutions, LLC
N/A—73,360-73,360-100%$6.9M———
Sovereign Financial Group, Inc.
N/A—72,683-72,683-100%$6.9M———
Envestnet Asset Management Inc
N/A—62,370-62,370-100%$5.9M———
Castle Wealth Management LLC
N/A—62,096-62,096-100%$5.9M———
MML Investors Services, LLC
N/A—52,165-52,165-100%$4.9M———
Cetera Investment Advisers
N/A—48,533-48,533-100%$4.6M———
JPMorgan Chase & Co
N/A—44,699-44,699-100%$4.3M———
Sanctuary Advisors, LLC
N/A—40,712-40,712-100%$3.9M———
Summit Financial, LLC
N/A—38,501-38,501-100%$3.6M———
Mariner, LLC
N/A—37,995-37,995-100%$3.6M———
Wells Fargo & Company
N/A—34,367-34,367-100%$3.3M———
Partners Capital Investment Group, LLP
N/A—28,990-28,990-100%$2.7M———
Focus Partners Wealth
N/A—27,231-27,231-100%$2.6M———
Continuum Advisory, LLC
N/A—26,077-26,077-100%$2.5M———
Susquehanna International Group, LLP
N/A—25,366-25,366-100%$2.4M———
UBS Group AG
N/A—25,259-25,259-100%$2.4M———
Pacific SUN Financial Corp
N/A—22,710-22,710-100%$2.2M———
Leavell Investment Management, Inc.
N/A—22,513-22,513-100%$2.1M———
One Wealth Map LLC
N/A—15,932-15,932-100%$1.6M———
Valtrion Capital Management, LLC
N/A—15,262-15,262-100%$1.4M———
Mission Hills Financial Advisory, LLC
N/A—14,763-14,763-100%$1.4M———
Strategic Financial Concepts, LLC
N/A—14,491-14,491-100%$1.4M———
Global Retirement Partners, LLC
N/A—12,918-12,918-100%$1.2M———
Brown Advisory Inc
N/A—11,249-11,249-100%$1.1M———
IEQ Capital, LLC
N/A—11,043-11,043-100%$1.0M———
Steelhead Wealth Management LLC
N/A—10,127-10,127-100%$958.0K———
Rockefeller Capital Management L.P.
N/A—9,921-9,921-100%$939.5K———
Freestone Capital Holdings, LLC
N/A—9,809-9,809-100%$928.8K———
Insigneo Advisory Services, LLC
N/A—9,259-9,259-100%$876.7K———
Main Street Financial Solutions, LLC
N/A—9,106-9,106-100%$862.2K———
Menora Mivtachim Holdings Ltd.
N/A—8,500-8,500-100%$804.9K———
Qube Research & Technologies Ltd
N/A—8,356-8,356-100%$791.2K———
AE Wealth Management LLC
N/A—7,770-7,770-100%$735.8K———
Jones Financial Companies Lllp
N/A—7,499-7,499-100%$713.1K———
HighTower Advisors, LLC
N/A—7,233-7,233-100%$684.9K———
Interactive Financial Advisors, Inc.
N/A—6,257-6,257-100%$547.9K———
Beta Wealth Group, Inc.
N/A—6,245-6,245-100%$591.4K———
American Financial Advisors, LLC
N/A—6,167-6,167-100%$583.9K———
Peapack Gladstone Financial Corp
N/A—5,550-5,550-100%$525.0K———
Advisory Services Network, LLC
N/A—5,466-5,466-100%$517.6K———
Navis Wealth Advisors, LLC
N/A—4,691-4,691-100%$444.2K———
Stratos Wealth Partners, Ltd.
N/A—4,681-4,681-100%$443.2K———
Seaview Investment Managers LLC
N/A—4,610-4,610-100%$436.5K———
Jane Street Group, LLC
N/A—4,544-4,544-100%$430.3K———
Cozad Asset Management Inc
N/A—4,318-4,318-100%$408.9K———
FLP Wealth Management, LLC
N/A—4,015-4,015-100%$380.2K———
Disciplined Investments, LLC
N/A—3,583-3,583-100%$339.3K———
Valmark Advisers, Inc.
N/A—3,541-3,541-100%$335.3K———
D. E. Shaw & Co., Inc.
N/A—3,456-3,456-100%$327.2K———
Gladstone Institutional Advisory LLC
N/A—3,128-3,128-100%$296.2K———
XTX Topco Ltd
N/A—3,040-3,040-100%$287.9K———
Janney Montgomery Scott LLC
N/A—2,838-2,838-100%$269.0K———
Ameritas Advisory Services, LLC
N/A—2,768-2,768-100%$262.1K———
BFC Planning, Inc.
N/A—2,752-2,752-100%$260.6K———
&partners
N/A—2,739-2,739-100%$259.4K———
Fortis Capital Advisors, LLC
N/A—2,715-2,715-100%$257.1K———
Belpointe Asset Management LLC
N/A—2,715-2,715-100%$257.1K———
MAI Capital Management
N/A—2,535-2,535-100%$240.0K———
Beacon Pointe Advisors, LLC
N/A—2,329-2,329-100%$220.5K———
Mercer Global Advisors Inc
N/A—2,309-2,309-100%$218.7K———
Principal Securities, Inc.
N/A—2,243-2,243-100%$212.4K———
Tower Research Capital LLC (TRC)
N/A—1,907-1,907-100%$180.6K———
FMR LLC
N/A—1,877-1,877-100%$177.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,875-1,875-100%$177.6K———
Harbour Investments, Inc.
N/A—1,654-1,654-100%$156.6K———
Bank of Montreal
N/A—1,200-1,200-100%$113.6K———
RED Reef Advisors LLC
N/A—1,175-1,175-100%$111.3K———
Huntington National Bank
N/A—1,053-1,053-100%$99.7K———
National Bank of Canada
N/A—1,047-1,047-100%$98.9K———
BlackRock, Inc.
N/A—504-504-100%$47.7K———
Allworth Financial LP
N/A—298-298-100%$28.2K———
Whittier Trust Co of Nevada Inc
N/A—287-287-100%$28.0K———
Keating Financial Advisory Services, Inc.
N/A—240-240-100%$22.7K———
O'shaughnessy Asset Management, LLC
N/A—235-235-100%$22.3K———
Horizon Investments, LLC
N/A—234-234-100%$22.2K———
Purpose Unlimited Inc.
N/A—209-209-100%$20.1K———
Strategic Wealth Partners, Ltd.
N/A—139-139-100%$13.2K———
Russell Investments Group, Ltd.
N/A—133-133-100%$12.6K———
Geneos Wealth Management Inc.
N/A—100-100-100%$9.5K———
Hantz Financial Services, Inc.
N/A—56-56-100%$5———
Ameriflex Group, Inc.
N/A—56-56-100%$5.3K———
Dunhill Financial, LLC
N/A—37-37-100%$3.5K———
Anchor Investment Management, LLC
N/A—20-20-100%$1.9K———
JDM Financial Group LLC
N/A—12-12-100%$1.2K———
Showing 177 of 177 institutions