Ishares Global Materials ETF (MXI)

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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Pictet Asset Management Holding SA

INCREASED

Shares556,100 from 188,700

Change+367,400 (+195%)

Value$59.7M (+$39.8M)

Filed 2026-11-03

Pathway Financial Advisors LLC

DECREASED

Shares165,886 from 185,828

Change-19,942 (-11%)

Value$17.7M (-$2.3M)

Filed 2026-10-07

Weil Company, Inc.

NEW

Shares25,408

Change+25,408

Value$2.7M

Filed 2026-10-14

J. Safra Sarasin Holding AG

UNCHANGED

Shares14,252 from 14,252

Change0 (0%)

Value$1.5M ($0)

Filed 2026-10-26

Sava Infond d.o.o.

INCREASED

Shares12,500 from 11,500

Change+1,000 (+9%)

Value$1.3M (+$120.2K)

Filed 2026-10-28

Solstein Capital, LLC

INCREASED

Shares9,892 from 9,133

Change+759 (+8%)

Value$1.1M (+$91.7K)

Filed 2026-11-02

MacKenzie Financial Corp

INCREASED

Shares8,098 from 6,855

Change+1,243 (+18%)

Value$866.4K (+$140.9K)

Filed 2026-11-02

Perigon Wealth Management, LLC

UNCHANGED

Shares6,678 from 6,678

Change0 (0%)

Value$714.4K (+$7.7K)

Filed 2026-10-22

Climber Capital SA

INCREASED

Shares6,672 from 6,203

Change+469 (+8%)

Value$676.8K (+$21.6K)

Filed 2026-10-20

Verity Asset Management, Inc.

INCREASED

Shares6,151 from 5,761

Change+390 (+7%)

Value$658.1K (+$48.4K)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares4,877 from 4,393

Change+484 (+11%)

Value$524.7K (+$59.9K)

Filed 2026-10-08

PW Nova Financial Services LLC

INCREASED

Shares4,659 from 4,643

Change+16 (+0%)

Value$498.5K (+$7.1K)

Filed 2026-10-15

BFI Infinity Ltd.

UNCHANGED

Shares4,641 from 4,641

Change0 (0%)

Value$496.5K (+$5.3K)

Filed 2026-10-16

Prime Capital Investment Advisors, LLC

UNCHANGED

Shares3,783 from 3,783

Change0 (0%)

Value$404.7K (+$4.4K)

Filed 2026-10-20

Creative Planning

DECREASED

Shares3,506 from 3,685

Change-179 (-5%)

Value$375.1K (-$14.9K)

Filed 2026-11-02

First Bancorp, Inc

DECREASED

Shares3,430 from 3,450

Change-20 (-1%)

Value$367.0K (+$1.8K)

Filed 2026-10-26

Vontobel Holding Ltd.

DECREASED

Shares3,000 from 5,000

Change-2,000 (-40%)

Value$321.0K (-$208.2K)

Filed 2026-10-16

Fifth Third Bancorp

INCREASED

Shares2,982 from 1,872

Change+1,110 (+59%)

Value$319.1K (+$120.9K)

Filed 2026-11-05

Kingswood Wealth Advisors, LLC

NEW

Shares2,490

Change+2,490

Value$266.4K

Filed 2026-10-23

Patriot Investment Management Group, Inc.

UNCHANGED

Shares2,300 from 2,300

Change0 (0%)

Value$246.1K (+$2.6K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

DECREASED

Shares2,205 from 3,064

Change-859 (-28%)

Value$235.9K (-$88.4K)

Filed 2026-11-02

BigSur Wealth Management LLC

NEW

Shares2,150

Change+2,150

Value$230.0K

Filed 2026-10-13

Park Avenue Securities LLC

DECREASED

Shares2,019 from 2,050

Change-31 (-2%)

Value$216 (-$216.8K)

Filed 2026-10-26

Yankcom Partnership

UNCHANGED

Shares1,589 from 1,589

Change0 (0%)

Value$170.0K (+$1.8K)

Filed 2026-10-15

CX Institutional

INCREASED

Shares952 from 941

Change+11 (+1%)

Value$102 (+$2)

Filed 2026-10-02

Private Trust Co NA

UNCHANGED

Shares946 from 946

Change0 (0%)

Value$101.2K (+$1.1K)

Filed 2026-10-20

Latitude Advisors, LLC

NEW

Shares640

Change+640

Value$68.4K

Filed 2026-10-27

Belvedere Trading LLC

INCREASED

Shares567 from 360

Change+207 (+58%)

Value$60.7K (+$22.6K)

Filed 2026-11-05

Trust Co of Vermont

UNCHANGED

Shares376 from 376

Change0 (0%)

Value$40.2K (+$432)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares330 from 330

Change0 (0%)

Value$35.3K (+$380)

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares308 from 287

Change+21 (+7%)

Value$33.0K (+$2.6K)

Filed 2026-10-22

SYM Financial Corp

UNCHANGED

Shares301 from 301

Change0 (0%)

Value$32.2K (+$346)

Filed 2026-10-26

Lodestone Wealth Management LLC

UNCHANGED

Shares267 from 267

Change0 (0%)

Value$28.6K (+$307)

Filed 2026-10-14

Buck Wealth Strategies, LLC

INCREASED

Shares229 from 100

Change+129 (+129%)

Value$24.5K (+$13.9K)

Filed 2026-10-28

Farmers & Merchants Trust Co of Chambersburg PA

DECREASED

Shares200 from 267

Change-67 (-25%)

Value$21 (-$28.0K)

Filed 2026-10-14

Cranbrook Wealth Management, LLC

UNCHANGED

Shares198 from 198

Change0 (0%)

Value$21.2K (+$228)

Filed 2026-10-28

EPG Wealth Management LLC

UNCHANGED

Shares181 from 181

Change0 (0%)

Value$19.3K (+$208)

Filed 2026-11-03

UMB Private Wealth Management, LLC

NEW

Shares115

Change+115

Value$12.3K

Filed 2026-10-19

IFP Advisors, Inc

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$11.1K (+$120)

Filed 2026-10-16

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$4.9K (+$53)

Filed 2026-10-16

Westside Investment Management, Inc.

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$4.8K (+$52)

Filed 2026-11-02

Central Pacific Bank - Trust Division

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$3.9K (+$42)

Filed 2026-10-06

Blue Trust, Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.7K (+$19)

Filed 2026-10-15

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

Allspring Global Investments Holdings, LLC

NEW

Shares8

Change+8

Value$849

Filed 2026-11-04

Financial Management Professionals, Inc.

CLOSED

Shares0 from 22,615

Change-22,615 (-100%)

Value$0 (-$2.4M)

Filed 2026-10-23

Morgan Stanley

N/A

Shares— from 146,880

Change-146,880 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 99,930

Change-99,930 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 85,698

Change-85,698 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 64,036

Change-64,036 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 63,551

Change-63,551 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 46,430

Change-46,430 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 40,768

Change-40,768 (-100%)

Value—

Palladiem, LLC

N/A

Shares— from 37,305

Change-37,305 (-100%)

Value—

Wealth Advisors of Tampa Bay, LLC

N/A

Shares— from 26,980

Change-26,980 (-100%)

Value—

UBS Group AG

N/A

Shares— from 24,962

Change-24,962 (-100%)

Value—

Oversea-Chinese Banking Corp Ltd

N/A

Shares— from 21,935

Change-21,935 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 18,352

Change-18,352 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 17,376

Change-17,376 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 15,787

Change-15,787 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 14,593

Change-14,593 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 14,082

Change-14,082 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,576

Change-12,576 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 12,219

Change-12,219 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 11,601

Change-11,601 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,774

Change-8,774 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,466

Change-7,466 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 7,312

Change-7,312 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,897

Change-6,897 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,518

Change-6,518 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,169

Change-6,169 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 6,024

Change-6,024 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 5,722

Change-5,722 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 5,104

Change-5,104 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 4,791

Change-4,791 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 4,675

Change-4,675 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 4,582

Change-4,582 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 4,265

Change-4,265 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 4,227

Change-4,227 (-100%)

Value—

Investor's Fiduciary Advisor Network, LLC

N/A

Shares— from 3,883

Change-3,883 (-100%)

Value—

Viawealth, LLC

N/A

Shares— from 3,807

Change-3,807 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 3,707

Change-3,707 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 3,572

Change-3,572 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 3,484

Change-3,484 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 3,030

Change-3,030 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 2,942

Change-2,942 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 2,689

Change-2,689 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,541

Change-2,541 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,170

Change-2,170 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 2,168

Change-2,168 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 1,981

Change-1,981 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 1,952

Change-1,952 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,770

Change-1,770 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,283

Change-1,283 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 911

Change-911 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 810

Change-810 (-100%)

Value—

FMR LLC

N/A

Shares— from 696

Change-696 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 682

Change-682 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 675

Change-675 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 510

Change-510 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 308

Change-308 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 299

Change-299 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 163

Change-163 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Blair William & Co

N/A

Shares— from 25

Change-25 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 22

Change-22 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 8

Change-8 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Pictet Asset Management Holding SA	INCREASED	556,100	188,700	+367,400	+195%	$19.9M	$59.7M	+$39.8M	2026-11-03
Pathway Financial Advisors LLC	DECREASED	165,886	185,828	-19,942	-11%	$20.0M	$17.7M	-$2.3M	2026-10-07
Weil Company, Inc.	NEW	25,408	—	+25,408	—	—	$2.7M	—	2026-10-14
J. Safra Sarasin Holding AG	UNCHANGED	14,252	14,252	0	0%	$1.5M	$1.5M	$0	2026-10-26
Sava Infond d.o.o.	INCREASED	12,500	11,500	+1,000	+9%	$1.2M	$1.3M	+$120.2K	2026-10-28
Solstein Capital, LLC	INCREASED	9,892	9,133	+759	+8%	$966.6K	$1.1M	+$91.7K	2026-11-02
MacKenzie Financial Corp	INCREASED	8,098	6,855	+1,243	+18%	$725.5K	$866.4K	+$140.9K	2026-11-02
Perigon Wealth Management, LLC	UNCHANGED	6,678	6,678	0	0%	$706.8K	$714.4K	+$7.7K	2026-10-22
Climber Capital SA	INCREASED	6,672	6,203	+469	+8%	$655.2K	$676.8K	+$21.6K	2026-10-20
Verity Asset Management, Inc.	INCREASED	6,151	5,761	+390	+7%	$609.7K	$658.1K	+$48.4K	2026-10-30
Farther Finance Advisors, LLC	INCREASED	4,877	4,393	+484	+11%	$464.9K	$524.7K	+$59.9K	2026-10-08
PW Nova Financial Services LLC	INCREASED	4,659	4,643	+16	+0%	$491.4K	$498.5K	+$7.1K	2026-10-15
BFI Infinity Ltd.	UNCHANGED	4,641	4,641	0	0%	$491.2K	$496.5K	+$5.3K	2026-10-16
Prime Capital Investment Advisors, LLC	UNCHANGED	3,783	3,783	0	0%	$400.3K	$404.7K	+$4.4K	2026-10-20
Creative Planning	DECREASED	3,506	3,685	-179	-5%	$390.0K	$375.1K	-$14.9K	2026-11-02
First Bancorp, Inc	DECREASED	3,430	3,450	-20	-1%	$365.1K	$367.0K	+$1.8K	2026-10-26
Vontobel Holding Ltd.	DECREASED	3,000	5,000	-2,000	-40%	$529.2K	$321.0K	-$208.2K	2026-10-16
Fifth Third Bancorp	INCREASED	2,982	1,872	+1,110	+59%	$198.1K	$319.1K	+$120.9K	2026-11-05
Kingswood Wealth Advisors, LLC	NEW	2,490	—	+2,490	—	—	$266.4K	—	2026-10-23
Patriot Investment Management Group, Inc.	UNCHANGED	2,300	2,300	0	0%	$243.4K	$246.1K	+$2.6K	2026-10-15
Commonwealth Equity Services, LLC	DECREASED	2,205	3,064	-859	-28%	$324.3K	$235.9K	-$88.4K	2026-11-02
BigSur Wealth Management LLC	NEW	2,150	—	+2,150	—	—	$230.0K	—	2026-10-13
Park Avenue Securities LLC	DECREASED	2,019	2,050	-31	-2%	$217.0K	$216	-$216.8K	2026-10-26
Yankcom Partnership	UNCHANGED	1,589	1,589	0	0%	$168.2K	$170.0K	+$1.8K	2026-10-15
CX Institutional	INCREASED	952	941	+11	+1%	$100	$102	+$2	2026-10-02
Private Trust Co NA	UNCHANGED	946	946	0	0%	$100.1K	$101.2K	+$1.1K	2026-10-20
Latitude Advisors, LLC	NEW	640	—	+640	—	—	$68.4K	—	2026-10-27
Belvedere Trading LLC	INCREASED	567	360	+207	+58%	$38.1K	$60.7K	+$22.6K	2026-11-05
Trust Co of Vermont	UNCHANGED	376	376	0	0%	$39.8K	$40.2K	+$432	2026-10-21
US Bancorp \de\	UNCHANGED	330	330	0	0%	$34.9K	$35.3K	+$380	2026-11-05
SBI Securities Co., Ltd.	INCREASED	308	287	+21	+7%	$30.4K	$33.0K	+$2.6K	2026-10-22
SYM Financial Corp	UNCHANGED	301	301	0	0%	$31.8K	$32.2K	+$346	2026-10-26
Lodestone Wealth Management LLC	UNCHANGED	267	267	0	0%	$28.3K	$28.6K	+$307	2026-10-14
Buck Wealth Strategies, LLC	INCREASED	229	100	+129	+129%	$10.6K	$24.5K	+$13.9K	2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA	DECREASED	200	267	-67	-25%	$28.0K	$21	-$28.0K	2026-10-14
Cranbrook Wealth Management, LLC	UNCHANGED	198	198	0	0%	$21.0K	$21.2K	+$228	2026-10-28
EPG Wealth Management LLC	UNCHANGED	181	181	0	0%	$19.1K	$19.3K	+$208	2026-11-03
UMB Private Wealth Management, LLC	NEW	115	—	+115	—	—	$12.3K	—	2026-10-19
IFP Advisors, Inc	UNCHANGED	104	104	0	0%	$11.0K	$11.1K	+$120	2026-10-16
Halbert Hargrove Global Advisors, LLC	UNCHANGED	46	46	0	0%	$4.9K	$4.9K	+$53	2026-10-16
Westside Investment Management, Inc.	UNCHANGED	45	45	0	0%	$4.8K	$4.8K	+$52	2026-11-02
Central Pacific Bank - Trust Division	UNCHANGED	36	36	0	0%	$3.8K	$3.9K	+$42	2026-10-06
Blue Trust, Inc.	UNCHANGED	16	16	0	0%	$1.7K	$1.7K	+$19	2026-10-15
Hazlett, Burt & Watson, Inc.	UNCHANGED	10	10	0	0%	$1	$1	$0	2026-11-04
Allspring Global Investments Holdings, LLC	NEW	8	—	+8	—	—	$849	—	2026-11-04
Financial Management Professionals, Inc.	CLOSED	0	22,615	-22,615	-100%	$2.4M	$0	-$2.4M	2026-10-23
Morgan Stanley	N/A	—	146,880	-146,880	-100%	$15.5M	—	—	—
HighTower Advisors, LLC	N/A	—	99,930	-99,930	-100%	$10.6M	—	—	—
Bank of America Corp	N/A	—	85,698	-85,698	-100%	$9.1M	—	—	—
LPL Financial LLC	N/A	—	64,036	-64,036	-100%	$6.8M	—	—	—
Wells Fargo & Company	N/A	—	63,551	-63,551	-100%	$6.7M	—	—	—
Banco Santander, S.A.	N/A	—	46,430	-46,430	-100%	$4.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	40,768	-40,768	-100%	$4.3M	—	—	—
Palladiem, LLC	N/A	—	37,305	-37,305	-100%	$3.9M	—	—	—
Wealth Advisors of Tampa Bay, LLC	N/A	—	26,980	-26,980	-100%	$2.9M	—	—	—
UBS Group AG	N/A	—	24,962	-24,962	-100%	$2.6M	—	—	—
Oversea-Chinese Banking Corp Ltd	N/A	—	21,935	-21,935	-100%	$2.3M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	18,352	-18,352	-100%	$1.9M	—	—	—
National Bank of Canada	N/A	—	17,376	-17,376	-100%	$1.8M	—	—	—
UMB Bank, n.a.	N/A	—	15,787	-15,787	-100%	$1.7M	—	—	—
Private Advisor Group, LLC	N/A	—	14,593	-14,593	-100%	$1.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	14,082	-14,082	-100%	$1.5M	—	—	—
Jane Street Group, LLC	N/A	—	12,576	-12,576	-100%	$1.3M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	12,219	-12,219	-100%	$1.3M	—	—	—
Ameriprise Financial Inc	N/A	—	11,601	-11,601	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	8,774	-8,774	-100%	$929.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,466	-7,466	-100%	$793.5K	—	—	—
Clearstead Advisors, LLC	N/A	—	7,312	-7,312	-100%	$773.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	6,897	-6,897	-100%	$731.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,518	-6,518	-100%	$690.0K	—	—	—
Cetera Investment Advisers	N/A	—	6,169	-6,169	-100%	$653.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	6,024	-6,024	-100%	$637.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	5,722	-5,722	-100%	$605.7K	—	—	—
Raymond James Financial Inc	N/A	—	5,104	-5,104	-100%	$540.2K	—	—	—
Fisher Asset Management, LLC	N/A	—	4,791	-4,791	-100%	$507.1K	—	—	—
Mutual Advisors, LLC	N/A	—	4,675	-4,675	-100%	$494.8K	—	—	—
Waverly Advisors, LLC	N/A	—	4,582	-4,582	-100%	$484.9K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	4,265	-4,265	-100%	$451.5K	—	—	—
Citadel Advisors LLC	N/A	—	4,227	-4,227	-100%	$447.4K	—	—	—
Investor's Fiduciary Advisor Network, LLC	N/A	—	3,883	-3,883	-100%	$410.0K	—	—	—
Viawealth, LLC	N/A	—	3,807	-3,807	-100%	$402.9K	—	—	—
NewEdge Wealth, LLC	N/A	—	3,707	-3,707	-100%	$392.3K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	3,572	-3,572	-100%	$378.1K	—	—	—
Mariner, LLC	N/A	—	3,484	-3,484	-100%	$368.7K	—	—	—
Bessemer Group Inc	N/A	—	3,030	-3,030	-100%	$321.0K	—	—	—
Wealthspire Advisors, LLC	N/A	—	2,942	-2,942	-100%	$311.4K	—	—	—
Virtu Financial LLC	N/A	—	2,689	-2,689	-100%	$285.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,541	-2,541	-100%	$268.9K	—	—	—
Allworth Financial LP	N/A	—	2,170	-2,170	-100%	$229.7K	—	—	—
Northern Trust Corp	N/A	—	2,168	-2,168	-100%	$229.5K	—	—	—
HRT Financial LP	N/A	—	1,981	-1,981	-100%	$209.0K	—	—	—
GTS Securities LLC	N/A	—	1,952	-1,952	-100%	$206.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,770	-1,770	-100%	$187.4K	—	—	—
BFC Planning, Inc.	N/A	—	1,283	-1,283	-100%	$135.8K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	911	-911	-100%	$96.7K	—	—	—
Founders Financial Alliance, LLC	N/A	—	810	-810	-100%	$85.7K	—	—	—
FMR LLC	N/A	—	696	-696	-100%	$73.6K	—	—	—
Advisors Preferred, LLC	N/A	—	682	-682	-100%	$73.5K	—	—	—
Arax Advisory Partners	N/A	—	675	-675	-100%	$71.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	510	-510	-100%	$54.0K	—	—	—
Front Row Advisors LLC	N/A	—	308	-308	-100%	$34.8K	—	—	—
LRI Investments, LLC	N/A	—	300	-300	-100%	$31.8K	—	—	—
AE Wealth Management LLC	N/A	—	299	-299	-100%	$31.6K	—	—	—
Wellington-Altus USA Inc.	N/A	—	163	-163	-100%	$17.3K	—	—	—
Vision Retirement, LLC	N/A	—	65	-65	-100%	$6.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	60	-60	-100%	$6.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	50	-50	-100%	$5.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	26	-26	-100%	$2.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	25	-25	-100%	$2.6K	—	—	—
Blair William & Co	N/A	—	25	-25	-100%	$2.6K	—	—	—
JPMorgan Chase & Co	N/A	—	22	-22	-100%	$2.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	8	-8	-100%	$847	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$106	—	—	—

Showing 113 of 113 institutions