IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Morningstar Small-Ca (ISCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Exchange Traded Concepts, LLC
INCREASED
Shares1,188,953 from 1,105,961
Change+82,992 (+8%)
Value$88.9M (+$2.3M)
Filed 2026-10-28
Vaughan & Co Securities, Inc.
INCREASED
Shares292,318 from 290,935
Change+1,383 (+0%)
Value$21.9M (-$918.4K)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares201,733 from 189,995
Change+11,738 (+6%)
Value$15.1M (+$210.7K)
Filed 2026-11-06
Matrix Trust Co
INCREASED
Shares189,541 from 189,142
Change+399 (+0%)
Value$14.2K (-$634)
Filed 2026-10-07
Steele Capital Management, Inc.
INCREASED
Shares189,541 from 189,142
Change+399 (+0%)
Value$14.2M (-$634.7K)
Filed 2026-11-02
Granville Capital, Inc.
INCREASED
Shares131,256 from 122,866
Change+8,390 (+7%)
Value$9.8M (+$196.0K)
Filed 2026-11-05
Ipsen Advisor Group LLC
DECREASED
Shares54,004 from 55,971
Change-1,967 (-4%)
Value$4.0M (-$343.7K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
DECREASED
Shares49,614 from 49,964
Change-350 (-1%)
Value$3.8M (-$60.4K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares47,188 from 46,552
Change+636 (+1%)
Value$3.5M (-$116.0K)
Filed 2026-11-02
Viewpoint Capital Management LLC
INCREASED
Shares44,614 from 34,744
Change+9,870 (+28%)
Value$3.3M (+$616.3K)
Filed 2026-10-27
Rodgers & Associates, LTD
DECREASED
Shares39,999 from 40,697
Change-698 (-2%)
Value$3.0M (-$195.2K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares38,475 from 51,648
Change-13,173 (-26%)
Value$2.9M (-$1.2M)
Filed 2026-11-02
HUB Investment Partners, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$2.2M (-$105.4K)
Filed 2026-11-03
Twin Cities Retirement Group LLC
DECREASED
Shares27,125 from 28,028
Change-903 (-3%)
Value$2.0M (-$166.0K)
Filed 2026-10-16
Black Diamond Financial, LLC
DECREASED
Shares21,169 from 21,412
Change-243 (-1%)
Value$1.6M (-$93.4K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares20,970 from 20,330
Change+640 (+3%)
Value$1.6M (-$23.6K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares16,257 from 16,836
Change-579 (-3%)
Value$1.2M (-$102.4K)
Filed 2026-11-05
Key FInancial Inc
DECREASED
Shares10,886 from 11,012
Change-126 (-1%)
Value$814.3K (-$48.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,668 from 36,766
Change-26,098 (-71%)
Value$798 (-$2.9M)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares10,610 from 10,558
Change+52 (+0%)
Value$793.7K (-$33.2K)
Filed 2026-11-06
Abel Hall, LLC
DECREASED
Shares9,799 from 10,172
Change-373 (-4%)
Value$733.0K (-$63.6K)
Filed 2026-10-19
Kelly Financial Group LLC
INCREASED
Shares8,921 from 8,573
Change+348 (+4%)
Value$667.3K (-$4.1K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,454 from 6,675
Change+779 (+12%)
Value$562.3K (+$39.5K)
Filed 2026-10-13
Courage Miller Partners, LLC
DECREASED
Shares6,727 from 6,897
Change-170 (-2%)
Value$503.2K (-$36.9K)
Filed 2026-10-21
Northwest Wealth Advisors, LLC
DECREASED
Shares6,475 from 6,514
Change-39 (-1%)
Value$484.4K (-$25.8K)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares5,889 from 5,859
Change+30 (+1%)
Value$440.5K (-$18.3K)
Filed 2026-11-03
Sensible Money, LLC
INCREASED
Shares5,787 from 5,757
Change+30 (+1%)
Value$432.9K (-$18.0K)
Filed 2026-10-20
Towerpoint Wealth, LLC
DECREASED
Shares4,999 from 5,011
Change-12 (0%)
Value$374.0K (-$18.5K)
Filed 2026-10-13
John A. Wolfe & Associates, Inc.
DECREASED
Shares4,929 from 5,023
Change-94 (-2%)
Value$368.7K (-$24.7K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares4,642 from 4,321
Change+321 (+7%)
Value$347.3K (+$8.8K)
Filed 2026-10-08
Creative Planning
INCREASED
Shares4,520 from 4,518
Change+2 (+0%)
Value$338.1K (-$15.7K)
Filed 2026-11-02
Moneco Advisors, LLC
UNCHANGED
Shares4,504 from 4,504
Change0 (0%)
Value$336.9K (-$15.8K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares4,399 from 4,475
Change-76 (-2%)
Value$329.1K (-$21.4K)
Filed 2026-10-26
Unified Investment Management
UNCHANGED
Shares3,931 from 3,931
Change0 (0%)
Value$294.1K (-$13.8K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares3,764 from 2,712
Change+1,052 (+39%)
Value$282 (-$211.7K)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares3,741 from 4,493
Change-752 (-17%)
Value$279.9K (-$72.0K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares3,713 from 3,322
Change+391 (+12%)
Value$277.7K (+$17.6K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares3,691 from 3,691
Change0 (0%)
Value$276.1K (-$13.0K)
Filed 2026-11-04
JIM Saulnier & Associates, LLC
DECREASED
Shares3,510 from 5,069
Change-1,559 (-31%)
Value$262.5K (-$134.4K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares3,500 from 3,942
Change-442 (-11%)
Value$261.8K (-$46.9K)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares3,154 from 3,154
Change0 (0%)
Value$236.0K (-$11.1K)
Filed 2026-10-22
Ashton Thomas Securities, LLC
NEW
Shares3,150
Change+3,150
Value$235.6K
Filed 2026-10-26
RMR Capital Management, LLC
DECREASED
Shares3,032 from 3,486
Change-454 (-13%)
Value$226.8K (-$46.2K)
Filed 2026-10-23
Richwood Investment Advisors, LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$207.6K (-$9.7K)
Filed 2026-10-30
Sage Financial Group Inc
UNCHANGED
Shares2,758 from 2,758
Change0 (0%)
Value$206.3K (-$9.7K)
Filed 2026-10-27
Perigon Wealth Management, LLC
NEW
Shares2,697
Change+2,697
Value$201.8K
Filed 2026-10-22
City State Bank
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$164.3K (-$7.7K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
NEW
Shares1,978
Change+1,978
Value$148.0K
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares870 from 886
Change-16 (-2%)
Value$65.1K (-$4.3K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares840
Change+840
Value$62.8K
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$59.8K (-$2.8K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$59.8K (-$2.8K)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$54.4K (-$2.6K)
Filed 2026-10-15
Daytona Street Capital LLC
NEW
Shares700
Change+700
Value$53.1K
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares540 from 424
Change+116 (+27%)
Value$40.4K (+$7.2K)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$35.0K (-$1.6K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$34.9K (-$1.6K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares391
Change+391
Value$29.2K
Filed 2026-10-21
Eukles Asset Management
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$8.8K (-$411)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares101 from 100
Change+1 (+1%)
Value$7.5K (-$312)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares76 from 88
Change-12 (-14%)
Value$5.7K (-$1.2K)
Filed 2026-10-21
Olistico Wealth, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.6K (-$264)
Filed 2026-10-05
Parkside Financial Bank & Trust
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$5.5K (-$227)
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$4.6K (-$214)
Filed 2026-10-14
Rydar Equities, Inc.
NEW
Shares55
Change+55
Value$4.1K
Filed 2026-10-13
Buck Wealth Strategies, LLC
NEW
Shares54
Change+54
Value$4.0K
Filed 2026-10-28
Signature Equity Partners, LLC
NEW
Shares33
Change+33
Value$2.5K
Filed 2026-10-29
Russell Investments Group, Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$272 (-$12)
Filed 2026-11-06
rebel Financial LLC
CLOSED
Shares0 from 6,853
Change-6,853 (-100%)
Value$0 (-$536.7K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,365
Change-2,365 (-100%)
Value$0 (-$185.3K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 289,008
Change-289,008 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 279,159
Change-279,159 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 211,190
Change-211,190 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 195,089
Change-195,089 (-100%)
Value—
UBS Group AG
N/A
Shares— from 137,101
Change-137,101 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 132,339
Change-132,339 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 109,773
Change-109,773 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 102,383
Change-102,383 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 86,870
Change-86,870 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 84,708
Change-84,708 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 61,248
Change-61,248 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 60,183
Change-60,183 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,303
Change-48,303 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45,893
Change-45,893 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 39,488
Change-39,488 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 35,354
Change-35,354 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 34,603
Change-34,603 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 33,407
Change-33,407 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 29,046
Change-29,046 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 22,823
Change-22,823 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 17,984
Change-17,984 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17,976
Change-17,976 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 15,150
Change-15,150 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,116
Change-14,116 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 13,625
Change-13,625 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,423
Change-11,423 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,491
Change-9,491 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 9,399
Change-9,399 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,810
Change-8,810 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,099
Change-5,099 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 508
Change-508 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 503
Change-503 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 351
Change-351 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 204
Change-204 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 80
Change-80 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Blair William & Co
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
Exchange Traded Concepts, LLC
INCREASED1,188,9531,105,961+82,992+8%$86.6M$88.9M+$2.3M2026-10-28
Vaughan & Co Securities, Inc.
INCREASED292,318290,935+1,383+0%$22.8M$21.9M-$918.4K2026-10-23
LPL Financial LLC
INCREASED201,733189,995+11,738+6%$14.9M$15.1M+$210.7K2026-11-06
Matrix Trust Co
INCREASED189,541189,142+399+0%$14.8K$14.2K-$6342026-10-07
Steele Capital Management, Inc.
INCREASED189,541189,142+399+0%$14.8M$14.2M-$634.7K2026-11-02
Granville Capital, Inc.
INCREASED131,256122,866+8,390+7%$9.6M$9.8M+$196.0K2026-11-05
Ipsen Advisor Group LLC
DECREASED54,00455,971-1,967-4%$4.4M$4.0M-$343.7K2026-10-29
Chicago Partners Investment Group LLC
DECREASED49,61449,964-350-1%$3.9M$3.8M-$60.4K2026-10-27
Kestra Advisory Services, LLC
INCREASED47,18846,552+636+1%$3.6M$3.5M-$116.0K2026-11-02
Viewpoint Capital Management LLC
INCREASED44,61434,744+9,870+28%$2.7M$3.3M+$616.3K2026-10-27
Rodgers & Associates, LTD
DECREASED39,99940,697-698-2%$3.2M$3.0M-$195.2K2026-10-20
Commonwealth Equity Services, LLC
DECREASED38,47551,648-13,173-26%$4.0M$2.9M-$1.2M2026-11-02
HUB Investment Partners, LLC
UNCHANGED30,00030,00000%$2.3M$2.2M-$105.4K2026-11-03
Twin Cities Retirement Group LLC
DECREASED27,12528,028-903-3%$2.2M$2.0M-$166.0K2026-10-16
Black Diamond Financial, LLC
DECREASED21,16921,412-243-1%$1.7M$1.6M-$93.4K2026-10-26
D.A. Davidson & Co.
INCREASED20,97020,330+640+3%$1.6M$1.6M-$23.6K2026-10-28
Fifth Third Bancorp
DECREASED16,25716,836-579-3%$1.3M$1.2M-$102.4K2026-11-05
Key FInancial Inc
DECREASED10,88611,012-126-1%$862.4K$814.3K-$48.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED10,66836,766-26,098-71%$2.9M$798-$2.9M2026-11-02
Merit Financial Group, LLC
INCREASED10,61010,558+52+0%$826.8K$793.7K-$33.2K2026-11-06
Abel Hall, LLC
DECREASED9,79910,172-373-4%$796.7K$733.0K-$63.6K2026-10-19
Kelly Financial Group LLC
INCREASED8,9218,573+348+4%$671.4K$667.3K-$4.1K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED7,4546,675+779+12%$522.9K$562.3K+$39.5K2026-10-13
Courage Miller Partners, LLC
DECREASED6,7276,897-170-2%$540.2K$503.2K-$36.9K2026-10-21
Northwest Wealth Advisors, LLC
DECREASED6,4756,514-39-1%$510.1K$484.4K-$25.8K2026-11-02
Asset Dedication, LLC
INCREASED5,8895,859+30+1%$458.8K$440.5K-$18.3K2026-11-03
Sensible Money, LLC
INCREASED5,7875,757+30+1%$450.9K$432.9K-$18.0K2026-10-20
Towerpoint Wealth, LLC
DECREASED4,9995,011-120%$392.5K$374.0K-$18.5K2026-10-13
John A. Wolfe & Associates, Inc.
DECREASED4,9295,023-94-2%$393.4K$368.7K-$24.7K2026-11-06
Farther Finance Advisors, LLC
INCREASED4,6424,321+321+7%$338.4K$347.3K+$8.8K2026-10-08
Creative Planning
INCREASED4,5204,518+2+0%$353.9K$338.1K-$15.7K2026-11-02
Moneco Advisors, LLC
UNCHANGED4,5044,50400%$352.7K$336.9K-$15.8K2026-11-05
Lanark Financial, Inc.
DECREASED4,3994,475-76-2%$350.5K$329.1K-$21.4K2026-10-26
Unified Investment Management
UNCHANGED3,9313,93100%$307.9K$294.1K-$13.8K2026-10-14
Park Avenue Securities LLC
INCREASED3,7642,712+1,052+39%$212.0K$282-$211.7K2026-10-26
Citigroup Inc
DECREASED3,7414,493-752-17%$351.9K$279.9K-$72.0K2026-11-04
Vise Technologies, Inc.
INCREASED3,7133,322+391+12%$260.2K$277.7K+$17.6K2026-10-29
Kohmann Bosshard Financial Services, LLC
UNCHANGED3,6913,69100%$289.1K$276.1K-$13.0K2026-11-04
JIM Saulnier & Associates, LLC
DECREASED3,5105,069-1,559-31%$397.0K$262.5K-$134.4K2026-11-04
Independent Financial Group, LLC
DECREASED3,5003,942-442-11%$308.7K$261.8K-$46.9K2026-10-13
Barrett & Company, Inc.
UNCHANGED3,1543,15400%$247.0K$236.0K-$11.1K2026-10-22
Ashton Thomas Securities, LLC
NEW3,150—+3,150——$235.6K—2026-10-26
RMR Capital Management, LLC
DECREASED3,0323,486-454-13%$273.0K$226.8K-$46.2K2026-10-23
Richwood Investment Advisors, LLC
UNCHANGED2,7752,77500%$217.3K$207.6K-$9.7K2026-10-30
Sage Financial Group Inc
UNCHANGED2,7582,75800%$216.0K$206.3K-$9.7K2026-10-27
Perigon Wealth Management, LLC
NEW2,697—+2,697——$201.8K—2026-10-22
City State Bank
UNCHANGED2,1962,19600%$172.0K$164.3K-$7.7K2026-10-20
Harbor Investment Advisory, LLC
NEW1,978—+1,978——$148.0K—2026-10-13
PNC Financial Services Group, Inc.
DECREASED870886-16-2%$69.4K$65.1K-$4.3K2026-11-06
Laurel Wealth Advisors LLC
NEW840—+840——$62.8K—2026-10-27
US Bancorp \de\
UNCHANGED80080000%$62.7K$59.8K-$2.8K2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED80080000%$62.7K$59.8K-$2.8K2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED72772700%$56.9K$54.4K-$2.6K2026-10-15
Daytona Street Capital LLC
NEW700—+700——$53.1K—2026-10-15
Mather Group, Llc.
INCREASED540424+116+27%$33.2K$40.4K+$7.2K2026-10-14
Archer Investment Corp
UNCHANGED46846800%$36.7K$35.0K-$1.6K2026-11-05
Private Trust Co NA
UNCHANGED46746700%$36.6K$34.9K-$1.6K2026-10-20
Root Financial Partners, LLC
NEW391—+391——$29.2K—2026-10-21
Eukles Asset Management
UNCHANGED11711700%$9.2K$8.8K-$4112026-11-04
Cape Investment Advisory, Inc.
INCREASED101100+1+1%$7.8K$7.5K-$3122026-10-13
Assetmark, Inc
DECREASED7688-12-14%$6.9K$5.7K-$1.2K2026-10-21
Olistico Wealth, LLC
UNCHANGED757500%$5.9K$5.6K-$2642026-10-05
Parkside Financial Bank & Trust
UNCHANGED737300%$5.7K$5.5K-$2272026-10-27
Fortitude Family Office, LLC
UNCHANGED616100%$4.8K$4.6K-$2142026-10-14
Rydar Equities, Inc.
NEW55—+55——$4.1K—2026-10-13
Buck Wealth Strategies, LLC
NEW54—+54——$4.0K—2026-10-28
Signature Equity Partners, LLC
NEW33—+33——$2.5K—2026-10-29
Russell Investments Group, Ltd.
UNCHANGED4400%$284$272-$122026-11-06
rebel Financial LLC
CLOSED06,853-6,853-100%$536.7K$0-$536.7K2026-11-04
International Assets Investment Management, LLC
CLOSED02,365-2,365-100%$185.3K$0-$185.3K2026-11-02
Morgan Stanley
N/A—289,008-289,008-100%$22.6M———
Focus Partners Wealth
N/A—279,159-279,159-100%$21.9M———
Royal Bank of Canada
N/A—211,190-211,190-100%$16.5M———
Bank of America Corp
N/A—195,089-195,089-100%$15.3M———
UBS Group AG
N/A—137,101-137,101-100%$10.7M———
Envestnet Asset Management Inc
N/A—132,339-132,339-100%$10.4M———
Raymond James Financial Inc
N/A—109,773-109,773-100%$8.6M———
Cetera Investment Advisers
N/A—102,383-102,383-100%$8.0M———
MB Generational Wealth, LLC
N/A—86,870-86,870-100%$6.8M———
Wells Fargo & Company
N/A—84,708-84,708-100%$6.6M———
Advisory Services Network, LLC
N/A—61,248-61,248-100%$4.8M———
Aptus Capital Advisors, LLC
N/A—60,183-60,183-100%$4.7M———
Susquehanna International Group, LLP
N/A—48,303-48,303-100%$3.8M———
JPMorgan Chase & Co
N/A—45,893-45,893-100%$3.6M———
Ameriprise Financial Inc
N/A—39,488-39,488-100%$3.1M———
EP Wealth Advisors, LLC
N/A—35,354-35,354-100%$2.8M———
Captrust Financial Advisors
N/A—34,603-34,603-100%$2.7M———
Prosperity Consulting Group, LLC
N/A—33,407-33,407-100%$2.6M———
Perennial Investment Advisors, LLC
N/A—29,046-29,046-100%$2.3M———
IHT Wealth Management, LLC
N/A—22,823-22,823-100%$1.8M———
SGL Investment Advisors, Inc.
N/A—17,984-17,984-100%$1.5M———
LRI Investments, LLC
N/A—17,976-17,976-100%$1.4M———
Quantinno Capital Management LP
N/A—16,850-16,850-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—15,150-15,150-100%$1.2M———
Janney Montgomery Scott LLC
N/A—14,116-14,116-100%$1.1M———
Panoramic Investment Advisors, LLC
N/A—13,625-13,625-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—12,729-12,729-100%$996.9K———
Jones Financial Companies Lllp
N/A—11,423-11,423-100%$895.8K———
HighPoint Advisor Group LLC
N/A—9,491-9,491-100%$743.3K———
Pathstone Holdings, LLC
N/A—9,399-9,399-100%$736.1K———
Mariner, LLC
N/A—8,835-8,835-100%$691.9K———
Citadel Advisors LLC
N/A—8,810-8,810-100%$690.0K———
Pacific SUN Financial Corp
N/A—8,719-8,719-100%$682.9K———
Equitable Holdings, Inc.
N/A—7,856-7,856-100%$615.3K———
Geneos Wealth Management Inc.
N/A—7,255-7,255-100%$568.2K———
Madison Wealth Partners, Inc
N/A—6,820-6,820-100%$534.2K———
HighTower Advisors, LLC
N/A—6,452-6,452-100%$505.3K———
GWN Securities Inc.
N/A—6,129-6,129-100%$480.0K———
Essex Financial Services, Inc.
N/A—5,848-5,848-100%$458.0K———
FMR LLC
N/A—5,099-5,099-100%$399.4K———
Argent Trust Co
N/A—4,889-4,889-100%$382.9K———
Lansing Street Advisors
N/A—4,884-4,884-100%$382.5K———
Transcend Capital Advisors, LLC
N/A—4,649-4,649-100%$364.1K———
Osaic Holdings, Inc.
N/A—4,511-4,511-100%$353.5K———
Harbour Investments, Inc.
N/A—4,450-4,450-100%$348.5K———
UBS Asset Management Americas LLC
N/A—3,896-3,896-100%$305.1K———
NewEdge Advisors, LLC
N/A—3,569-3,569-100%$279.5K———
Rockefeller Capital Management L.P.
N/A—3,273-3,273-100%$256.3K———
Private Advisor Group, LLC
N/A—3,152-3,152-100%$246.8K———
Stifel Financial Corp
N/A—3,035-3,035-100%$237.7K———
Smartleaf Asset Management LLC
N/A—3,009-3,009-100%$235.8K———
Western Wealth Management, LLC
N/A—2,956-2,956-100%$231.5K———
Waverly Advisors, LLC
N/A—2,925-2,925-100%$229.1K———
Summit Financial, LLC
N/A—2,838-2,838-100%$222.3K———
Jane Street Group, LLC
N/A—2,804-2,804-100%$219.6K———
Greykasell Wealth Strategies, Inc.
N/A—2,557-2,557-100%$200.3K———
Wellington-Altus USA Inc.
N/A—2,475-2,475-100%$172.0K———
Basepoint Wealth LLC
N/A—1,765-1,765-100%$138.2K———
Brentview Investment Management LLC
N/A—1,000-1,000-100%$78.3K———
Hantz Financial Services, Inc.
N/A—508-508-100%$40.0K———
Bank of Montreal
N/A—503-503-100%$39.4K———
ST Germain D J Co Inc
N/A—351-351-100%$27.5K———
AE Wealth Management LLC
N/A—323-323-100%$25.3K———
Steward Partners Investment Advisory, LLC
N/A—222-222-100%$17.4K———
Atlantic Union Bankshares Corp
N/A—204-204-100%$16.0K———
BlackRock, Inc.
N/A—201-201-100%$15.7K———
Arax Advisory Partners
N/A—80-80-100%$6.3K———
Caitlin John, LLC
N/A—59-59-100%$4.6K———
Global Retirement Partners, LLC
N/A—42-42-100%$3.3K———
one8zero8, LLC
N/A—37-37-100%$2.9K———
Blair William & Co
N/A—35-35-100%$2.7K———
Showing 141 of 141 institutions