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Ishares Intermediate Governm (GVI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Eastern Bank
DECREASED
Shares1,569,378 from 1,608,418
Change-39,040 (-2%)
Value$161.8M (-$8.9M)
Filed 2026-10-05
Midwest Trust Co
INCREASED
Shares1,401,736 from 1,350,277
Change+51,459 (+4%)
Value$144.5M (+$1.2M)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares1,049,893 from 977,585
Change+72,308 (+7%)
Value$108.2M (+$4.5M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares991,871 from 996,748
Change-4,877 (0%)
Value$102.2M (-$3.5M)
Filed 2026-11-04
First Citizens Bank & Trust Co
INCREASED
Shares844,528 from 832,035
Change+12,493 (+2%)
Value$87.0M (-$1.2M)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares751,574 from 740,416
Change+11,158 (+2%)
Value$77.5M (-$1.1M)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
INCREASED
Shares486,535 from 474,804
Change+11,731 (+2%)
Value$50.1M (-$227.2K)
Filed 2026-10-16
DT Investment Partners, LLC
INCREASED
Shares478,043 from 428,821
Change+49,222 (+11%)
Value$49.3M (+$3.8M)
Filed 2026-10-27
Oarsman Capital, Inc.
INCREASED
Shares296,616 from 267,498
Change+29,118 (+11%)
Value$30.6M (+$2.2M)
Filed 2026-11-05
New York Life Investment Management LLC
UNCHANGED
Shares286,461 from 286,461
Change0 (0%)
Value$29.5M (-$866.5K)
Filed 2026-11-04
Southern Michigan Bank & Trust
INCREASED
Shares284,359 from 281,916
Change+2,443 (+1%)
Value$29.3M (-$601.0K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares244,909 from 263,577
Change-18,668 (-7%)
Value$25.2M (-$2.7M)
Filed 2026-11-05
Washington Trust Co
DECREASED
Shares168,583 from 168,824
Change-241 (0%)
Value$17.4M (-$535.5K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares151,411 from 137,101
Change+14,310 (+10%)
Value$15.6M (+$1.1M)
Filed 2026-10-22
Greenwood Capital Associates LLC
INCREASED
Shares144,543 from 141,133
Change+3,410 (+2%)
Value$14.9M (-$75.5K)
Filed 2026-10-27
Bokf, NA
UNCHANGED
Shares139,273 from 139,273
Change0 (0%)
Value$14.4M (-$421.3K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares130,300 from 107,172
Change+23,128 (+22%)
Value$13.4K (-$11.4M)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED
Shares115,736 from 116,370
Change-634 (-1%)
Value$11.9M (-$417.4K)
Filed 2026-10-05
Greenleaf Trust
DECREASED
Shares112,995 from 119,739
Change-6,744 (-6%)
Value$11.6M (-$1.1M)
Filed 2026-10-29
Sepio Capital, LP
DECREASED
Shares108,869 from 108,902
Change-33 (0%)
Value$11.2M (-$332.7K)
Filed 2026-10-22
Community Financial Services Group, LLC
DECREASED
Shares106,443 from 113,885
Change-7,442 (-7%)
Value$11.0M (-$1.1M)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares97,803 from 101,282
Change-3,479 (-3%)
Value$10.1M (-$665.2K)
Filed 2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED
Shares92,042 from 90,932
Change+1,110 (+1%)
Value$9.5M (-$160.6K)
Filed 2026-10-28
First National Trust Co
INCREASED
Shares87,173 from 60,805
Change+26,368 (+43%)
Value$9.0M (+$2.5M)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares84,277 from 21,983
Change+62,294 (+283%)
Value$8.7M (+$6.4M)
Filed 2026-10-08
Atwater Malick LLC
INCREASED
Shares69,997 from 40,794
Change+29,203 (+72%)
Value$7.2M (+$2.9M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares67,231 from 65,755
Change+1,476 (+2%)
Value$6.9M (-$46.8K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares66,293 from 58,539
Change+7,754 (+13%)
Value$6.8M (+$622.2K)
Filed 2026-11-04
AMG National Trust Bank
INCREASED
Shares63,620 from 61,534
Change+2,086 (+3%)
Value$6.6M (+$28.9K)
Filed 2026-11-05
Choreo, LLC
UNCHANGED
Shares61,460 from 61,460
Change0 (0%)
Value$6.3M (-$185.9K)
Filed 2026-10-28
Isthmus Partners, LLC
DECREASED
Shares56,205 from 56,442
Change-237 (0%)
Value$5.8M (-$195.2K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares54,363 from 51,950
Change+2,413 (+5%)
Value$5.6M (+$91.6K)
Filed 2026-10-15
New Hampshire Trust
INCREASED
Shares53,997 from 48,999
Change+4,998 (+10%)
Value$5.6M (+$366.9K)
Filed 2026-10-20
Legacy Private Trust Co.
INCREASED
Shares52,281 from 13,874
Change+38,407 (+277%)
Value$5.4M (+$3.9M)
Filed 2026-10-06
Union Savings Bank
INCREASED
Shares52,121 from 45,108
Change+7,013 (+16%)
Value$5.4M (+$586.6K)
Filed 2026-10-14
Tucker Asset Management LLC
DECREASED
Shares51,849 from 61,422
Change-9,573 (-16%)
Value$5.3M (-$1.2M)
Filed 2026-10-29
Trail Ridge Investment Advisors, LLC
INCREASED
Shares51,579 from 50,189
Change+1,390 (+3%)
Value$5.3M (-$8.6K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
INCREASED
Shares50,513 from 48,772
Change+1,741 (+4%)
Value$5.2M (+$31.9K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares47,118 from 41,642
Change+5,476 (+13%)
Value$4.9M (+$470.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares45,170 from 44,548
Change+622 (+1%)
Value$4.7M (-$70.6K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares42,492 from 43,570
Change-1,078 (-2%)
Value$4.4M (-$242.9K)
Filed 2026-10-05
Gilbert Capital Group, Inc.
DECREASED
Shares41,110 from 41,854
Change-744 (-2%)
Value$4.2M (-$203.3K)
Filed 2026-10-28
UMB Private Wealth Management, LLC
NEW
Shares38,668
Change+38,668
Value$4.0M
Filed 2026-10-19
Wesbanco Bank Inc
INCREASED
Shares38,240 from 35,692
Change+2,548 (+7%)
Value$3.9M (+$154.7K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares37,056 from 80,321
Change-43,265 (-54%)
Value$3.8M (-$4.7M)
Filed 2026-10-06
Patten Group, Inc.
DECREASED
Shares31,332 from 34,509
Change-3,177 (-9%)
Value$3.2M (-$431.9K)
Filed 2026-10-26
Old National Bancorp
INCREASED
Shares31,111 from 10,466
Change+20,645 (+197%)
Value$3.2M (+$2.1M)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares30,080 from 25,530
Change+4,550 (+18%)
Value$3.1M (+$391.7K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
INCREASED
Shares26,112 from 23,104
Change+3,008 (+13%)
Value$2.7M (+$240.2K)
Filed 2026-10-16
Wealthstar Advisors, LLC
DECREASED
Shares25,562 from 25,692
Change-130 (-1%)
Value$2.6M (-$91.1K)
Filed 2026-10-19
Courier Capital LLC
DECREASED
Shares24,957 from 27,029
Change-2,072 (-8%)
Value$2.6M (-$295.3K)
Filed 2026-10-19
Montag A & Associates Inc
DECREASED
Shares24,547 from 31,001
Change-6,454 (-21%)
Value$2.5M (-$759.0K)
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares22,886 from 19,592
Change+3,294 (+17%)
Value$2.4M (+$280.2K)
Filed 2026-11-05
Bigelow Investment Advisors, LLC
INCREASED
Shares20,672 from 19,032
Change+1,640 (+9%)
Value$2.1M (+$111.5K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares20,578 from 19,078
Change+1,500 (+8%)
Value$2.1M (+$96.9K)
Filed 2026-10-29
Unified Investment Management
INCREASED
Shares19,566 from 19,285
Change+281 (+1%)
Value$2.0M (-$29.3K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares19,227 from 20,656
Change-1,429 (-7%)
Value$2.0M (-$209.8K)
Filed 2026-11-02
Vantage Investment Partners, LLC
DECREASED
Shares15,249 from 15,567
Change-318 (-2%)
Value$1.6M (-$79.9K)
Filed 2026-10-27
First Financial Bank - Trust Division
INCREASED
Shares14,338 from 13,908
Change+430 (+3%)
Value$1.5M (+$2.2K)
Filed 2026-10-01
Advisor OS, LLC
DECREASED
Shares13,329 from 15,184
Change-1,855 (-12%)
Value$1.4M (-$237.2K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED
Shares12,949 from 12,080
Change+869 (+7%)
Value$1.3M (+$53.0K)
Filed 2026-10-23
First County Bank
INCREASED
Shares12,355 from 12,349
Change+6 (+0%)
Value$1.3M (-$36.7K)
Filed 2026-10-13
Citigroup Inc
UNCHANGED
Shares12,049 from 12,049
Change0 (0%)
Value$1.2M (-$36.4K)
Filed 2026-11-04
Adelphi Trust Co
INCREASED
Shares11,956 from 10,854
Change+1,102 (+10%)
Value$1.2M (+$80.8K)
Filed 2026-10-05
Capital Investment Services of America, Inc.
DECREASED
Shares11,845 from 12,395
Change-550 (-4%)
Value$1.2M (-$94.2K)
Filed 2026-11-02
Mitchell Sinkler & Starr
UNCHANGED
Shares11,425 from 11,425
Change0 (0%)
Value$1.2M (-$34.6K)
Filed 2026-10-13
Bangor Savings Bank
INCREASED
Shares10,463 from 9,377
Change+1,086 (+12%)
Value$1.1M (+$83.5K)
Filed 2026-10-06
Ascent Group, LLC
INCREASED
Shares9,581 from 9,243
Change+338 (+4%)
Value$987.5K (+$6.9K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares8,399 from 7,894
Change+505 (+6%)
Value$865.7K (+$28.2K)
Filed 2026-10-26
Aviance Capital Partners, LLC
DECREASED
Shares8,375 from 8,404
Change-29 (0%)
Value$863.2K (-$28.4K)
Filed 2026-10-29
JIM Saulnier & Associates, LLC
DECREASED
Shares7,513 from 9,586
Change-2,073 (-22%)
Value$774.3K (-$242.7K)
Filed 2026-11-04
Cypress Capital Group
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$773.0K (-$22.7K)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares7,018 from 1,945
Change+5,073 (+261%)
Value$723.3K (+$517.0K)
Filed 2026-10-19
James Investment Research, Inc.
UNCHANGED
Shares6,556 from 6,556
Change0 (0%)
Value$675.7K (-$19.8K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED
Shares6,452 from 6,452
Change0 (0%)
Value$665.0K (-$19.5K)
Filed 2026-10-22
Private Trust Co NA
UNCHANGED
Shares6,309 from 6,309
Change0 (0%)
Value$650.3K (-$19.1K)
Filed 2026-10-20
Citizens Financial Group Inc
INCREASED
Shares6,054 from 5,932
Change+122 (+2%)
Value$624.0K (-$5.3K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares6,016 from 5,849
Change+167 (+3%)
Value$620.1K (-$533)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares6,002 from 6,401
Change-399 (-6%)
Value$626.9K (-$52.4K)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares5,633 from 5,626
Change+7 (+0%)
Value$580.6K (-$16.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares5,283 from 4,743
Change+540 (+11%)
Value$544.6K (+$41.3K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
INCREASED
Shares4,881 from 4,606
Change+275 (+6%)
Value$502.7K (+$15.3K)
Filed 2026-10-19
Midland Wealth Advisors, LLC
UNCHANGED
Shares4,838 from 4,838
Change0 (0%)
Value$498.7K (-$14.6K)
Filed 2026-10-26
High Probability Advisors, LLC
UNCHANGED
Shares4,797 from 4,797
Change0 (0%)
Value$494.4K (-$14.5K)
Filed 2026-10-19
Ballentine Capital Advisors, Inc
INCREASED
Shares4,588 from 3,811
Change+777 (+20%)
Value$472.9K (+$68.6K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
NEW
Shares4,341
Change+4,341
Value$447.4K
Filed 2026-10-16
Security Financial Services, Inc.
INCREASED
Shares4,302 from 4,094
Change+208 (+5%)
Value$443.4K (+$9.1K)
Filed 2026-10-29
Compass Ion Advisors, LLC
DECREASED
Shares4,290 from 4,348
Change-58 (-1%)
Value$442.2K (-$19.1K)
Filed 2026-10-23
FC Advisory LLC
INCREASED
Shares4,240 from 4,174
Change+66 (+2%)
Value$437.0K (-$5.8K)
Filed 2026-10-05
Vise Technologies, Inc.
NEW
Shares4,025
Change+4,025
Value$414.9K
Filed 2026-10-29
NBT Bank, N.A.
UNCHANGED
Shares3,899 from 3,899
Change0 (0%)
Value$401.9K (-$11.8K)
Filed 2026-10-21
Wedbush Securities Inc
DECREASED
Shares3,525 from 9,507
Change-5,982 (-63%)
Value$363 (-$1.0M)
Filed 2026-10-22
Sanders Morris Harris LLC
NEW
Shares3,500
Change+3,500
Value$361.9K
Filed 2026-10-14
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares3,466 from 3,466
Change0 (0%)
Value$357.2K (-$10.5K)
Filed 2026-10-28
TSA Wealth Managment LLC
INCREASED
Shares3,433 from 2,677
Change+756 (+28%)
Value$353.8K (+$69.8K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
DECREASED
Shares3,407 from 3,517
Change-110 (-3%)
Value$351.2K (-$22.0K)
Filed 2026-10-01
Cassia Capital Partners, LLC
INCREASED
Shares3,403 from 3,317
Change+86 (+3%)
Value$353.3K (+$749)
Filed 2026-11-04
Creative Planning
INCREASED
Shares3,186 from 2,429
Change+757 (+31%)
Value$328.4K (+$70.7K)
Filed 2026-11-02
Simplicity Wealth,LLC
NEW
Shares3,112
Change+3,112
Value$320.8K
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares3,082 from 2,929
Change+153 (+5%)
Value$317.7K (+$6.9K)
Filed 2026-10-20
ZWJ Investment Counsel Inc
INCREASED
Shares3,006 from 2,672
Change+334 (+13%)
Value$309.8K (+$26.3K)
Filed 2026-10-15
Renasant Bank
DECREASED
Shares3,000 from 4,000
Change-1,000 (-25%)
Value$309.2K (-$115.2K)
Filed 2026-11-05
Hoge Financial Services, LLC
INCREASED
Shares2,898 from 2,871
Change+27 (+1%)
Value$298.7K (-$5.9K)
Filed 2026-11-05
True Link Financial Advisors, LLC
NEW
Shares2,874
Change+2,874
Value$296.2K
Filed 2026-10-27
Horst & Graben Wealth Management LLC
INCREASED
Shares2,843 from 2,068
Change+775 (+37%)
Value$293.0K (+$74.5K)
Filed 2026-11-02
Guidance Capital, Inc
INCREASED
Shares2,820 from 2,754
Change+66 (+2%)
Value$293.5K (+$2.6K)
Filed 2026-11-03
Tactive Advisors, LLC
DECREASED
Shares2,645 from 3,003
Change-358 (-12%)
Value$272.6K (-$46.0K)
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares2,341
Change+2,341
Value$246.0K
Filed 2026-11-03
Mission Wealth Management, LP
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$231.6K (-$6.8K)
Filed 2026-10-15
Clark Asset Management, LLC
NEW
Shares2,242
Change+2,242
Value$231.1K
Filed 2026-10-19
First Merchants Corp
DECREASED
Shares2,238 from 4,618
Change-2,380 (-52%)
Value$230.7K (-$259.3K)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares2,222 from 2,022
Change+200 (+10%)
Value$229.0K (+$14.5K)
Filed 2026-10-28
Alternative Investment Advisors, Llc.
DECREASED
Shares2,145 from 2,246
Change-101 (-4%)
Value$221.1K (-$17.2K)
Filed 2026-11-03
TD Private Client Wealth LLC
DECREASED
Shares2,121 from 2,164
Change-43 (-2%)
Value$218.6K (-$11.0K)
Filed 2026-10-28
TFC Financial Management, Inc.
INCREASED
Shares1,443 from 1,340
Change+103 (+8%)
Value$148.7K (+$6.5K)
Filed 2026-10-26
Kennebec Savings Bank
INCREASED
Shares1,324 from 1,313
Change+11 (+1%)
Value$136.5K (-$2.8K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares940 from 1,187
Change-247 (-21%)
Value$96.9K (-$29.0K)
Filed 2026-11-03
Phillips Financial Management, LLC
INCREASED
Shares864 from 863
Change+1 (+0%)
Value$89.1K (-$2.5K)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
NEW
Shares661
Change+661
Value$68.1K
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares635 from 4,799
Change-4,164 (-87%)
Value$65.4K (-$443.7K)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares608 from 350
Change+258 (+74%)
Value$62.7K (+$25.5K)
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares426
Change+426
Value$43.9K
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$42.1K (-$1.2K)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$33.8K (-$992)
Filed 2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$32.4K (-$950)
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares125 from 90
Change+35 (+39%)
Value$12.9K (+$3.4K)
Filed 2026-10-30
Richardson Financial Services Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$11.3K (-$332)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$11 ($0)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares100
Change+100
Value$10.4K
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares56 from 25
Change+31 (+124%)
Value$5.8K (+$3.1K)
Filed 2026-10-16
Caldwell Trust Co
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.1K (-$121)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares36 from 9
Change+27 (+300%)
Value$3.7K (+$2.8K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares20
Change+20
Value$2.1K
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$257 (-$9)
Filed 2026-10-13
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 10,290
Change-10,290 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Curbstone Financial Management Corp
CLOSED
Shares0 from 3,842
Change-3,842 (-100%)
Value$0 (-$407.6K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 2,559
Change-2,559 (-100%)
Value$0 (-$271.5K)
Filed 2026-11-05
Wiser Wealth Management, Inc
CLOSED
Shares0 from 2,350
Change-2,350 (-100%)
Value$0 (-$249.3K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 1,922
Change-1,922 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-27
Coastline Trust Co
CLOSED
Shares0 from 1,476
Change-1,476 (-100%)
Value$0 (-$156.6K)
Filed 2026-10-01
Trust Co of Vermont
CLOSED
Shares0 from 844
Change-844 (-100%)
Value$0 (-$89.5K)
Filed 2026-10-21
Hartford Financial Management Inc.
CLOSED
Shares0 from 469
Change-469 (-100%)
Value$0 (-$49.8K)
Filed 2026-10-21
Abound Wealth Management
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$31.4K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$743)
Filed 2026-10-15
Blueline Advisors LLC
UNCHANGED
Shares0 from 0
Change0
Value$23 ($0)
Filed 2026-10-15
Choate Investment Advisors
N/A
Shares— from 2,259,954
Change-2,259,954 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,574,706
Change-1,574,706 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,512,565
Change-1,512,565 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,350,840
Change-1,350,840 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,115,839
Change-1,115,839 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 941,740
Change-941,740 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 851,824
Change-851,824 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 752,399
Change-752,399 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 702,746
Change-702,746 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 582,564
Change-582,564 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 552,150
Change-552,150 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 538,408
Change-538,408 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 411,980
Change-411,980 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 397,055
Change-397,055 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 295,368
Change-295,368 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 273,625
Change-273,625 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 266,055
Change-266,055 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 262,874
Change-262,874 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 261,430
Change-261,430 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 259,171
Change-259,171 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 258,860
Change-258,860 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 230,306
Change-230,306 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 217,033
Change-217,033 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 215,133
Change-215,133 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 211,829
Change-211,829 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 210,247
Change-210,247 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 206,374
Change-206,374 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 188,629
Change-188,629 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 173,200
Change-173,200 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 163,825
Change-163,825 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 152,823
Change-152,823 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 130,597
Change-130,597 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 115,460
Change-115,460 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 106,909
Change-106,909 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 102,040
Change-102,040 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 92,638
Change-92,638 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 88,442
Change-88,442 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 78,682
Change-78,682 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 78,414
Change-78,414 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 77,561
Change-77,561 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 75,126
Change-75,126 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 74,120
Change-74,120 (-100%)
Value—
UBS Group AG
N/A
Shares— from 72,793
Change-72,793 (-100%)
Value—
Commerce Bank
N/A
Shares— from 66,747
Change-66,747 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 65,021
Change-65,021 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 57,582
Change-57,582 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 55,549
Change-55,549 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 55,444
Change-55,444 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 54,775
Change-54,775 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 50,653
Change-50,653 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 50,097
Change-50,097 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 49,477
Change-49,477 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 49,446
Change-49,446 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 46,991
Change-46,991 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 45,005
Change-45,005 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 40,407
Change-40,407 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 33,946
Change-33,946 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,867
Change-33,867 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,781
Change-33,781 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 33,615
Change-33,615 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 33,470
Change-33,470 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 29,832
Change-29,832 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 28,949
Change-28,949 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 26,542
Change-26,542 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 26,482
Change-26,482 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,085
Change-25,085 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 21,498
Change-21,498 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,980
Change-20,980 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 19,972
Change-19,972 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 19,871
Change-19,871 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 19,231
Change-19,231 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,188
Change-16,188 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 15,376
Change-15,376 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,069
Change-13,069 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,724
Change-12,724 (-100%)
Value—
Centennial Bank
N/A
Shares— from 12,548
Change-12,548 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,034
Change-12,034 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 11,818
Change-11,818 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 10,349
Change-10,349 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,313
Change-10,313 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 10,290
Change-10,290 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,601
Change-9,601 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 8,911
Change-8,911 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 8,508
Change-8,508 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,062
Change-8,062 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,983
Change-7,983 (-100%)
Value—
&partners
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 6,872
Change-6,872 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,708
Change-4,708 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
FMR LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 877
Change-877 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 403
Change-403 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 181
Change-181 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 163
Change-163 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 96
Change-96 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Blair William & Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Eastern Bank
DECREASED1,569,3781,608,418-39,040-2%$170.6M$161.8M-$8.9M2026-10-05
Midwest Trust Co
INCREASED1,401,7361,350,277+51,459+4%$143.3M$144.5M+$1.2M2026-10-22
Fifth Third Bancorp
INCREASED1,049,893977,585+72,308+7%$103.7M$108.2M+$4.5M2026-11-05
Keybank National Association
DECREASED991,871996,748-4,8770%$105.7M$102.2M-$3.5M2026-11-04
First Citizens Bank & Trust Co
INCREASED844,528832,035+12,493+2%$88.3M$87.0M-$1.2M2026-10-14
Bank of New York Mellon Corp
INCREASED751,574740,416+11,158+2%$78.6M$77.5M-$1.1M2026-11-05
TCV Trust & Wealth Management, Inc.
INCREASED486,535474,804+11,731+2%$50.4M$50.1M-$227.2K2026-10-16
DT Investment Partners, LLC
INCREASED478,043428,821+49,222+11%$45.5M$49.3M+$3.8M2026-10-27
Oarsman Capital, Inc.
INCREASED296,616267,498+29,118+11%$28.4M$30.6M+$2.2M2026-11-05
New York Life Investment Management LLC
UNCHANGED286,461286,46100%$30.4M$29.5M-$866.5K2026-11-04
Southern Michigan Bank & Trust
INCREASED284,359281,916+2,443+1%$29.9M$29.3M-$601.0K2026-10-19
US Bancorp \de\
DECREASED244,909263,577-18,668-7%$28.0M$25.2M-$2.7M2026-11-05
Washington Trust Co
DECREASED168,583168,824-2410%$17.9M$17.4M-$535.5K2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED151,411137,101+14,310+10%$14.5M$15.6M+$1.1M2026-10-22
Greenwood Capital Associates LLC
INCREASED144,543141,133+3,410+2%$15.0M$14.9M-$75.5K2026-10-27
Bokf, NA
UNCHANGED139,273139,27300%$14.8M$14.4M-$421.3K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED130,300107,172+23,128+22%$11.4M$13.4K-$11.4M2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED115,736116,370-634-1%$12.3M$11.9M-$417.4K2026-10-05
Greenleaf Trust
DECREASED112,995119,739-6,744-6%$12.7M$11.6M-$1.1M2026-10-29
Sepio Capital, LP
DECREASED108,869108,902-330%$11.6M$11.2M-$332.7K2026-10-22
Community Financial Services Group, LLC
DECREASED106,443113,885-7,442-7%$12.0M$11.0M-$1.1M2026-10-15
Davenport & Co LLC
DECREASED97,803101,282-3,479-3%$10.7M$10.1M-$665.2K2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED92,04290,932+1,110+1%$9.6M$9.5M-$160.6K2026-10-28
First National Trust Co
INCREASED87,17360,805+26,368+43%$6.5M$9.0M+$2.5M2026-10-28
Gamma Investing LLC
INCREASED84,27721,983+62,294+283%$2.3M$8.7M+$6.4M2026-10-08
Atwater Malick LLC
INCREASED69,99740,794+29,203+72%$4.3M$7.2M+$2.9M2026-10-15
Truist Financial Corp
INCREASED67,23165,755+1,476+2%$7.0M$6.9M-$46.8K2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED66,29358,539+7,754+13%$6.2M$6.8M+$622.2K2026-11-04
AMG National Trust Bank
INCREASED63,62061,534+2,086+3%$6.5M$6.6M+$28.9K2026-11-05
Choreo, LLC
UNCHANGED61,46061,46000%$6.5M$6.3M-$185.9K2026-10-28
Isthmus Partners, LLC
DECREASED56,20556,442-2370%$6.0M$5.8M-$195.2K2026-10-21
Atria Investments, Inc
INCREASED54,36351,950+2,413+5%$5.5M$5.6M+$91.6K2026-10-15
New Hampshire Trust
INCREASED53,99748,999+4,998+10%$5.2M$5.6M+$366.9K2026-10-20
Legacy Private Trust Co.
INCREASED52,28113,874+38,407+277%$1.5M$5.4M+$3.9M2026-10-06
Union Savings Bank
INCREASED52,12145,108+7,013+16%$4.8M$5.4M+$586.6K2026-10-14
Tucker Asset Management LLC
DECREASED51,84961,422-9,573-16%$6.5M$5.3M-$1.2M2026-10-29
Trail Ridge Investment Advisors, LLC
INCREASED51,57950,189+1,390+3%$5.3M$5.3M-$8.6K2026-10-16
Connecticut Wealth Management, LLC
INCREASED50,51348,772+1,741+4%$5.2M$5.2M+$31.9K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED47,11841,642+5,476+13%$4.4M$4.9M+$470.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED45,17044,548+622+1%$4.7M$4.7M-$70.6K2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED42,49243,570-1,078-2%$4.6M$4.4M-$242.9K2026-10-05
Gilbert Capital Group, Inc.
DECREASED41,11041,854-744-2%$4.4M$4.2M-$203.3K2026-10-28
UMB Private Wealth Management, LLC
NEW38,668—+38,668——$4.0M—2026-10-19
Wesbanco Bank Inc
INCREASED38,24035,692+2,548+7%$3.8M$3.9M+$154.7K2026-11-04
Bank of New Hampshire
DECREASED37,05680,321-43,265-54%$8.5M$3.8M-$4.7M2026-10-06
Patten Group, Inc.
DECREASED31,33234,509-3,177-9%$3.7M$3.2M-$431.9K2026-10-26
Old National Bancorp
INCREASED31,11110,466+20,645+197%$1.1M$3.2M+$2.1M2026-10-20
Parallel Advisors, LLC
INCREASED30,08025,530+4,550+18%$2.7M$3.1M+$391.7K2026-11-03
Opal Wealth Advisors, LLC
INCREASED26,11223,104+3,008+13%$2.5M$2.7M+$240.2K2026-10-16
Wealthstar Advisors, LLC
DECREASED25,56225,692-130-1%$2.7M$2.6M-$91.1K2026-10-19
Courier Capital LLC
DECREASED24,95727,029-2,072-8%$2.9M$2.6M-$295.3K2026-10-19
Montag A & Associates Inc
DECREASED24,54731,001-6,454-21%$3.3M$2.5M-$759.0K2026-10-29
Regions Financial Corp
INCREASED22,88619,592+3,294+17%$2.1M$2.4M+$280.2K2026-11-05
Bigelow Investment Advisors, LLC
INCREASED20,67219,032+1,640+9%$2.0M$2.1M+$111.5K2026-10-13
Koshinski Asset Management, Inc.
INCREASED20,57819,078+1,500+8%$2.0M$2.1M+$96.9K2026-10-29
Unified Investment Management
INCREASED19,56619,285+281+1%$2.0M$2.0M-$29.3K2026-10-14
Commonwealth Equity Services, LLC
DECREASED19,22720,656-1,429-7%$2.2M$2.0M-$209.8K2026-11-02
Vantage Investment Partners, LLC
DECREASED15,24915,567-318-2%$1.7M$1.6M-$79.9K2026-10-27
First Financial Bank - Trust Division
INCREASED14,33813,908+430+3%$1.5M$1.5M+$2.2K2026-10-01
Advisor OS, LLC
DECREASED13,32915,184-1,855-12%$1.6M$1.4M-$237.2K2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED12,94912,080+869+7%$1.3M$1.3M+$53.0K2026-10-23
First County Bank
INCREASED12,35512,349+6+0%$1.3M$1.3M-$36.7K2026-10-13
Citigroup Inc
UNCHANGED12,04912,04900%$1.3M$1.2M-$36.4K2026-11-04
Adelphi Trust Co
INCREASED11,95610,854+1,102+10%$1.2M$1.2M+$80.8K2026-10-05
Capital Investment Services of America, Inc.
DECREASED11,84512,395-550-4%$1.3M$1.2M-$94.2K2026-11-02
Mitchell Sinkler & Starr
UNCHANGED11,42511,42500%$1.2M$1.2M-$34.6K2026-10-13
Bangor Savings Bank
INCREASED10,4639,377+1,086+12%$994.9K$1.1M+$83.5K2026-10-06
Ascent Group, LLC
INCREASED9,5819,243+338+4%$980.6K$987.5K+$6.9K2026-10-30
Oppenheimer & Co Inc
INCREASED8,3997,894+505+6%$837.5K$865.7K+$28.2K2026-10-26
Aviance Capital Partners, LLC
DECREASED8,3758,404-290%$891.6K$863.2K-$28.4K2026-10-29
JIM Saulnier & Associates, LLC
DECREASED7,5139,586-2,073-22%$1.0M$774.3K-$242.7K2026-11-04
Cypress Capital Group
UNCHANGED7,5007,50000%$795.7K$773.0K-$22.7K2026-11-03
Diversified Enterprises, LLC
INCREASED7,0181,945+5,073+261%$206.4K$723.3K+$517.0K2026-10-19
James Investment Research, Inc.
UNCHANGED6,5566,55600%$695.6K$675.7K-$19.8K2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED6,4526,45200%$684.5K$665.0K-$19.5K2026-10-22
Private Trust Co NA
UNCHANGED6,3096,30900%$669.4K$650.3K-$19.1K2026-10-20
Citizens Financial Group Inc
INCREASED6,0545,932+122+2%$629.3K$624.0K-$5.3K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED6,0165,849+167+3%$620.6K$620.1K-$5332026-11-05
Prospera Financial Services Inc
DECREASED6,0026,401-399-6%$679.3K$626.9K-$52.4K2026-11-04
Integrated Advisors Network LLC
INCREASED5,6335,626+7+0%$596.8K$580.6K-$16.2K2026-10-20
Farther Finance Advisors, LLC
INCREASED5,2834,743+540+11%$503.3K$544.6K+$41.3K2026-10-08
CFS Investment Advisory Services, LLC
INCREASED4,8814,606+275+6%$487.4K$502.7K+$15.3K2026-10-19
Midland Wealth Advisors, LLC
UNCHANGED4,8384,83800%$513.3K$498.7K-$14.6K2026-10-26
High Probability Advisors, LLC
UNCHANGED4,7974,79700%$508.9K$494.4K-$14.5K2026-10-19
Ballentine Capital Advisors, Inc
INCREASED4,5883,811+777+20%$404.3K$472.9K+$68.6K2026-10-14
Concurrent Investment Advisors, LLC
NEW4,341—+4,341——$447.4K—2026-10-16
Security Financial Services, Inc.
INCREASED4,3024,094+208+5%$434.4K$443.4K+$9.1K2026-10-29
Compass Ion Advisors, LLC
DECREASED4,2904,348-58-1%$461.3K$442.2K-$19.1K2026-10-23
FC Advisory LLC
INCREASED4,2404,174+66+2%$442.8K$437.0K-$5.8K2026-10-05
Vise Technologies, Inc.
NEW4,025—+4,025——$414.9K—2026-10-29
NBT Bank, N.A.
UNCHANGED3,8993,89900%$413.7K$401.9K-$11.8K2026-10-21
Wedbush Securities Inc
DECREASED3,5259,507-5,982-63%$1.0M$363-$1.0M2026-10-22
Sanders Morris Harris LLC
NEW3,500—+3,500——$361.9K—2026-10-14
Donor Advised Charitable Giving, Inc.
UNCHANGED3,4663,46600%$367.7K$357.2K-$10.5K2026-10-28
TSA Wealth Managment LLC
INCREASED3,4332,677+756+28%$284.0K$353.8K+$69.8K2026-10-22
Stonebridge Financial Group, LLC
DECREASED3,4073,517-110-3%$373.1K$351.2K-$22.0K2026-10-01
Cassia Capital Partners, LLC
INCREASED3,4033,317+86+3%$352.6K$353.3K+$7492026-11-04
Creative Planning
INCREASED3,1862,429+757+31%$257.7K$328.4K+$70.7K2026-11-02
Simplicity Wealth,LLC
NEW3,112—+3,112——$320.8K—2026-10-23
Stewardship Advisors, LLC
INCREASED3,0822,929+153+5%$310.8K$317.7K+$6.9K2026-10-20
ZWJ Investment Counsel Inc
INCREASED3,0062,672+334+13%$283.5K$309.8K+$26.3K2026-10-15
Renasant Bank
DECREASED3,0004,000-1,000-25%$424.4K$309.2K-$115.2K2026-11-05
Hoge Financial Services, LLC
INCREASED2,8982,871+27+1%$304.6K$298.7K-$5.9K2026-11-05
True Link Financial Advisors, LLC
NEW2,874—+2,874——$296.2K—2026-10-27
Horst & Graben Wealth Management LLC
INCREASED2,8432,068+775+37%$218.6K$293.0K+$74.5K2026-11-02
Guidance Capital, Inc
INCREASED2,8202,754+66+2%$290.9K$293.5K+$2.6K2026-11-03
Tactive Advisors, LLC
DECREASED2,6453,003-358-12%$318.6K$272.6K-$46.0K2026-10-08
StoneX Group Inc.
NEW2,341—+2,341——$246.0K—2026-11-03
Mission Wealth Management, LP
UNCHANGED2,2472,24700%$238.4K$231.6K-$6.8K2026-10-15
Clark Asset Management, LLC
NEW2,242—+2,242——$231.1K—2026-10-19
First Merchants Corp
DECREASED2,2384,618-2,380-52%$489.9K$230.7K-$259.3K2026-10-15
D.A. Davidson & Co.
INCREASED2,2222,022+200+10%$214.5K$229.0K+$14.5K2026-10-28
Alternative Investment Advisors, Llc.
DECREASED2,1452,246-101-4%$238.3K$221.1K-$17.2K2026-11-03
TD Private Client Wealth LLC
DECREASED2,1212,164-43-2%$229.6K$218.6K-$11.0K2026-10-28
TFC Financial Management, Inc.
INCREASED1,4431,340+103+8%$142.2K$148.7K+$6.5K2026-10-26
Kennebec Savings Bank
INCREASED1,3241,313+11+1%$139.3K$136.5K-$2.8K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED9401,187-247-21%$125.9K$96.9K-$29.0K2026-11-03
Phillips Financial Management, LLC
INCREASED864863+1+0%$91.6K$89.1K-$2.5K2026-10-19
Richards, Merrill & Peterson, Inc.
NEW661—+661——$68.1K—2026-10-19
Assetmark, Inc
DECREASED6354,799-4,164-87%$509.2K$65.4K-$443.7K2026-10-21
Mather Group, Llc.
INCREASED608350+258+74%$37.1K$62.7K+$25.5K2026-10-14
Jacobi Capital Management LLC
NEW426—+426——$43.9K—2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED40840800%$43.3K$42.1K-$1.2K2026-11-03
CoreCap Advisors, LLC
UNCHANGED32832800%$34.8K$33.8K-$9922026-10-08
Armstrong Advisory Group, Inc
UNCHANGED31431400%$33.3K$32.4K-$9502026-10-09
Compass Financial Management LLC
INCREASED12590+35+39%$9.6K$12.9K+$3.4K2026-10-30
Richardson Financial Services Inc.
UNCHANGED11011000%$11.7K$11.3K-$3322026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED10210200%$11$11$02026-10-27
Ascentis Independent Advisors
NEW100—+100——$10.4K—2026-11-03
IFP Advisors, Inc
INCREASED5625+31+124%$2.7K$5.8K+$3.1K2026-10-16
Caldwell Trust Co
UNCHANGED404000%$4.2K$4.1K-$1212026-10-30
EverSource Wealth Advisors, LLC
INCREASED369+27+300%$955$3.7K+$2.8K2026-11-04
Laurel Wealth Advisors LLC
NEW20—+20——$2.1K—2026-10-27
Cape Investment Advisory, Inc.
DECREASED23-1-33%$266$257-$92026-10-13
Axxcess Wealth Management, LLC
CLOSED010,290-10,290-100%$1.1M$0-$1.1M2026-10-21
Curbstone Financial Management Corp
CLOSED03,842-3,842-100%$407.6K$0-$407.6K2026-10-21
Elevation Point Wealth Partners, LLC
CLOSED02,559-2,559-100%$271.5K$0-$271.5K2026-11-05
Wiser Wealth Management, Inc
CLOSED02,350-2,350-100%$249.3K$0-$249.3K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED01,922-1,922-100%$203.9K$0-$203.9K2026-10-27
Coastline Trust Co
CLOSED01,476-1,476-100%$156.6K$0-$156.6K2026-10-01
Trust Co of Vermont
CLOSED0844-844-100%$89.5K$0-$89.5K2026-10-21
Hartford Financial Management Inc.
CLOSED0469-469-100%$49.8K$0-$49.8K2026-10-21
Abound Wealth Management
CLOSED0296-296-100%$31.4K$0-$31.4K2026-10-26
LifeSteps Financial, Inc.
CLOSED07-7-100%$743$0-$7432026-10-15
Blueline Advisors LLC
UNCHANGED000—$23$23$02026-10-15
Choate Investment Advisors
N/A—2,259,954-2,259,954-100%$239.8M———
Stifel Financial Corp
N/A—1,574,706-1,574,706-100%$167.1M———
Bank of America Corp
N/A—1,512,565-1,512,565-100%$160.5M———
CIBC Bancorp USA Inc.
N/A—1,350,840-1,350,840-100%$143.4M———
Envestnet Asset Management Inc
N/A—1,115,839-1,115,839-100%$118.4M———
German American Bancorp, Inc.
N/A—941,740-941,740-100%$99.9M———
Envestnet Portfolio Solutions, Inc.
N/A—851,824-851,824-100%$90.4M———
PNC Financial Services Group, Inc.
N/A—752,399-752,399-100%$79.8M———
Pinnacle Financial Partners, Inc.
N/A—702,746-702,746-100%$74.6M———
UMB Bank, n.a.
N/A—582,564-582,564-100%$61.8M———
D L Carlson Investment Group Inc
N/A—552,150-552,150-100%$58.6M———
JPMorgan Chase & Co
N/A—538,408-538,408-100%$57.2M———
Howe & Rusling Inc
N/A—411,980-411,980-100%$43.7M———
BlackRock, Inc.
N/A—397,055-397,055-100%$42.1M———
Horizon Bancorp Inc
N/A—295,368-295,368-100%$31.3M———
Alaska Permanent Capital Management, LLC
N/A—273,625-273,625-100%$29.0M———
Royal Bank of Canada
N/A—266,055-266,055-100%$28.2M———
Ameriprise Financial Inc
N/A—262,874-262,874-100%$27.9M———
Allianz Asset Management GmbH
N/A—261,430-261,430-100%$27.7M———
Strategic Financial Services, Inc.
N/A—259,171-259,171-100%$27.5M———
Morgan Stanley
N/A—258,860-258,860-100%$27.5M———
Meridian Management Co
N/A—230,306-230,306-100%$24.4M———
First National Bank of Omaha
N/A—217,033-217,033-100%$23.1M———
Cetera Investment Advisers
N/A—215,133-215,133-100%$22.8M———
Wells Fargo & Company
N/A—211,829-211,829-100%$22.5M———
LPL Financial LLC
N/A—210,247-210,247-100%$22.3M———
M&T Bank Corp
N/A—206,374-206,374-100%$21.9M———
Captrust Financial Advisors
N/A—188,629-188,629-100%$20.0M———
Bessemer Group Inc
N/A—173,200-173,200-100%$18.4M———
Webster Bank, N. A.
N/A—163,825-163,825-100%$17.4M———
Composition Wealth, LLC
N/A—152,823-152,823-100%$16.2M———
Flputnam Investment Management Co
N/A—130,597-130,597-100%$13.9M———
Lowe Brockenbrough & Co Inc
N/A—115,460-115,460-100%$12.2M———
Curi Capital, LLC
N/A—106,909-106,909-100%$11.3M———
SVB Wealth LLC
N/A—102,040-102,040-100%$10.8M———
Argent Trust Co
N/A—92,638-92,638-100%$9.8M———
United Capital Financial Advisors, LLC
N/A—88,442-88,442-100%$9.4M———
Citadel Advisors LLC
N/A—78,682-78,682-100%$8.3M———
Bank of Montreal
N/A—78,414-78,414-100%$8.3M———
Susquehanna International Group, LLP
N/A—77,561-77,561-100%$8.2M———
Hantz Financial Services, Inc.
N/A—75,126-75,126-100%$8.0M———
C M Bidwell & Associates LTD
N/A—74,120-74,120-100%$7.9M———
UBS Group AG
N/A—72,793-72,793-100%$7.7M———
Commerce Bank
N/A—66,747-66,747-100%$7.1M———
Koss-Olinger Consulting, LLC
N/A—65,021-65,021-100%$6.9M———
OneAscent Financial Services LLC
N/A—57,582-57,582-100%$6.1M———
NewEdge Advisors, LLC
N/A—55,549-55,549-100%$5.9M———
Johnson Financial Group, Inc.
N/A—55,444-55,444-100%$5.9M———
Maimon Wealth Management Ltd.
N/A—54,775-54,775-100%$5.8M———
Sequoia Financial Advisors, LLC
N/A—50,653-50,653-100%$5.4M———
Private Advisor Group, LLC
N/A—50,097-50,097-100%$5.3M———
Osaic Holdings, Inc.
N/A—49,477-49,477-100%$5.2M———
Raymond James Financial Inc
N/A—49,446-49,446-100%$5.2M———
Whittier Trust Co
N/A—46,991-46,991-100%$5.0M———
HSBC Holdings PLC
N/A—45,005-45,005-100%$4.8M———
Baird Financial Group, Inc.
N/A—40,407-40,407-100%$4.3M———
Haverford Trust Co
N/A—33,946-33,946-100%$3.6M———
Goldman Sachs Group Inc
N/A—33,867-33,867-100%$3.6M———
HighTower Advisors, LLC
N/A—33,781-33,781-100%$3.6M———
1ST Source Bank
N/A—33,615-33,615-100%$3.6M———
First American Trust, FSB
N/A—33,470-33,470-100%$3.6M———
Johnson Investment Counsel Inc
N/A—29,832-29,832-100%$3.2M———
Whittier Trust Co of Nevada Inc
N/A—28,949-28,949-100%$3.1M———
Advocacy Wealth Management, LLC
N/A—26,542-26,542-100%$2.8M———
Madison Asset Management, LLC
N/A—26,482-26,482-100%$2.8M———
Global Retirement Partners, LLC
N/A—25,085-25,085-100%$2.7M———
Alesco Advisors, LLC, An ESL Co
N/A—21,498-21,498-100%$2.3M———
Jane Street Group, LLC
N/A—20,980-20,980-100%$2.2M———
Trajan Wealth LLC
N/A—19,972-19,972-100%$2.1M———
Heritage Trust Co
N/A—19,871-19,871-100%$2.1M———
Focus Partners Wealth
N/A—19,231-19,231-100%$2.0M———
Betterment LLC
N/A—16,188-16,188-100%$1.7M———
Dana Investment Advisors, Inc.
N/A—15,376-15,376-100%$1.6M———
Cerity Partners LLC
N/A—13,069-13,069-100%$1.4M———
MML Investors Services, LLC
N/A—12,724-12,724-100%$1.3M———
Centennial Bank
N/A—12,548-12,548-100%$1.3M———
Advisory Services Network, LLC
N/A—12,034-12,034-100%$1.3M———
Hancock Whitney Corp
N/A—11,818-11,818-100%$1.3M———
Severin Investments, LLC
N/A—10,349-10,349-100%$1.1M———
Brown Advisory Inc
N/A—10,313-10,313-100%$1.1M———
Mariner, LLC
N/A—10,298-10,298-100%$1.1M———
Darwin Wealth Management, LLC
N/A—10,290-10,290-100%$1.1M———
Azimuth Capital Investment Management LLC
N/A—9,775-9,775-100%$1.0M———
Mercer Global Advisors Inc
N/A—9,601-9,601-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—8,942-8,942-100%$948.7K———
SSA Swiss Advisors AG
N/A—8,911-8,911-100%$945.4K———
McLaughlin Asset Management, Inc.
N/A—8,508-8,508-100%$902.7K———
Ancora Advisors LLCA
N/A—8,429-8,429-100%$894.3K———
OneDigital Investment Advisors LLC
N/A—8,415-8,415-100%$892.8K———
Wealthspire Advisors, LLC
N/A—8,062-8,062-100%$855.3K———
Simmons Bank
N/A—7,983-7,983-100%$847.0K———
&partners
N/A—7,409-7,409-100%$785.4K———
Global Endowment Management, LP
N/A—6,872-6,872-100%$729.0K———
Pettyjohn, Wood & White, Inc
N/A—6,687-6,687-100%$709.5K———
Janney Montgomery Scott LLC
N/A—6,210-6,210-100%$659.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—5,892-5,892-100%$625.0K———
Waverly Advisors, LLC
N/A—5,861-5,861-100%$621.8K———
Raffa Wealth Management, LLC
N/A—5,676-5,676-100%$602.2K———
Jones Financial Companies Lllp
N/A—5,081-5,081-100%$540.1K———
Clearstead Advisors, LLC
N/A—4,708-4,708-100%$499.5K———
First National Bank & Trust Co of Newtown
N/A—4,690-4,690-100%$493.8K———
Vestmark Advisory Solutions, Inc.
N/A—4,594-4,594-100%$487.4K———
Northwestern Mutual Wealth Management Co
N/A—4,589-4,589-100%$486.9K———
Trivium Point Advisory, LLC
N/A—4,560-4,560-100%$483.8K———
Advisory Alpha, LLC
N/A—4,412-4,412-100%$468.1K———
World Investment Advisors
N/A—4,347-4,347-100%$463.7K———
Principal Securities, Inc.
N/A—4,238-4,238-100%$449.6K———
Park Place Capital Corp
N/A—4,000-4,000-100%$424.4K———
Sanctuary Advisors, LLC
N/A—3,176-3,176-100%$336.9K———
Rockefeller Capital Management L.P.
N/A—2,927-2,927-100%$310.6K———
Arax Advisory Partners
N/A—2,865-2,865-100%$304.0K———
Cape ANN Savings Bank
N/A—2,672-2,672-100%$283.5K———
BBR Partners, LLC
N/A—2,506-2,506-100%$265.9K———
Common Fund for Nonprofit Organizations
N/A—2,457-2,457-100%$260.7K———
Orion Porfolio Solutions, LLC
N/A—2,439-2,439-100%$258.8K———
Continuum Advisory, LLC
N/A—2,164-2,164-100%$229.6K———
Level Four Advisory Services, LLC
N/A—1,948-1,948-100%$206.7K———
Qube Research & Technologies Ltd
N/A—1,830-1,830-100%$194.2K———
Huntington National Bank
N/A—1,781-1,781-100%$189.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,355-1,355-100%$143.7K———
CNB Bank
N/A—1,322-1,322-100%$140.3K———
Steward Partners Investment Advisory, LLC
N/A—1,155-1,155-100%$122.5K———
South Plains Financial, Inc.
N/A—1,122-1,122-100%$119.0K———
BNP Paribas Financial Markets
N/A—1,069-1,069-100%$113.4K———
FMR LLC
N/A—980-980-100%$104.0K———
Steigerwald, Gordon & Koch Inc.
N/A—877-877-100%$93.0K———
Aventura Private Wealth, LLC
N/A—786-786-100%$83.4K———
Rothschild Investment LLC
N/A—625-625-100%$66.3K———
Westfuller Advisors, LLC
N/A—621-621-100%$65.9K———
Colonial Trust Advisors
N/A—403-403-100%$42.7K———
CVA Family Office, LLC
N/A—205-205-100%$21.7K———
Measured Wealth Private Client Group, LLC
N/A—191-191-100%$20.3K———
Nova Wealth Management, Inc.
N/A—181-181-100%$19.2K———
Caldwell Sutter Capital, Inc.
N/A—170-170-100%$18.0K———
Godfrey Financial Associates, Inc.
N/A—163-163-100%$17.3K———
AE Wealth Management LLC
N/A—142-142-100%$15.1K———
Fort Vancouver Investment Management, LLC
N/A—132-132-100%$14.0K———
N.E.W. Advisory Services LLC
N/A—106-106-100%$11.3K———
Heritage Wealth Advisors
N/A—96-96-100%$10.2K———
Delta Asset Management LLC
N/A—85-85-100%$9.0K———
Transamerica Financial Advisors, LLC
N/A—78-78-100%$8.3K———
Blair William & Co
N/A—30-30-100%$3.2K———
Showing 287 of 287 institutions