Ishares Global Industrials E (EXI)

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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Commonwealth Equity Services, LLC

DECREASED

Shares29,020 from 30,565

Change-1,545 (-5%)

Value$5.5M (-$636.0K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares11,219 from 12,223

Change-1,004 (-8%)

Value$2.1K (-$2.4M)

Filed 2026-11-02

Cambiar Investors LLC

NEW

Shares10,599

Change+10,599

Value$2.0M

Filed 2026-11-04

Slow Capital, Inc.

DECREASED

Shares9,137 from 9,346

Change-209 (-2%)

Value$1.7M (-$144.6K)

Filed 2026-10-23

NTV Asset Management LLC

UNCHANGED

Shares8,100 from 8,100

Change0 (0%)

Value$1.5M (-$91.0K)

Filed 2026-10-23

Buttonwood Financial Group, LLC

DECREASED

Shares7,585 from 8,646

Change-1,061 (-12%)

Value$1.5M (-$272.4K)

Filed 2026-10-16

Fifth Third Bancorp

INCREASED

Shares5,893 from 4,328

Change+1,565 (+36%)

Value$1.1M (+$247.6K)

Filed 2026-11-05

Patriot Investment Management Group, Inc.

UNCHANGED

Shares5,652 from 5,652

Change0 (0%)

Value$1.1M (-$63.5K)

Filed 2026-10-15

Decision Investments, Inc

UNCHANGED

Shares4,556 from 4,556

Change0 (0%)

Value$862.3K (-$51.2K)

Filed 2026-10-07

Avantax Planning Partners, Inc.

INCREASED

Shares4,402 from 4,206

Change+196 (+5%)

Value$833.1K (-$10.2K)

Filed 2026-11-03

Total Clarity Wealth Management, Inc.

UNCHANGED

Shares4,241 from 4,241

Change0 (0%)

Value$802.7K (-$47.7K)

Filed 2026-10-26

Intesa Sanpaolo Wealth Management

DECREASED

Shares4,000 from 8,000

Change-4,000 (-50%)

Value$757.0K (-$847.0K)

Filed 2026-10-28

Sigma Planning Corp

DECREASED

Shares3,499 from 3,664

Change-165 (-4%)

Value$662.2K (-$72.4K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,992 from 2,608

Change+384 (+15%)

Value$563.8K (+$47.3K)

Filed 2026-10-13

Wealth Management Partners, LLC

UNCHANGED

Shares2,682 from 2,682

Change0 (0%)

Value$507.6K (-$30.1K)

Filed 2026-10-21

Riggs Asset Managment Co. Inc.

DECREASED

Shares2,415 from 2,441

Change-26 (-1%)

Value$457.1K (-$32.4K)

Filed 2026-11-05

KCM Investment Advisors LLC

UNCHANGED

Shares2,090 from 2,090

Change0 (0%)

Value$395.6K (-$23.5K)

Filed 2026-10-27

Uptick Partners, LLC

UNCHANGED

Shares1,280 from 1,280

Change0 (0%)

Value$242.3K (-$14.4K)

Filed 2026-11-04

Buckhead Capital Management LLC

UNCHANGED

Shares1,235 from 1,235

Change0 (0%)

Value$233.7K (-$13.9K)

Filed 2026-11-03

Plancorp, LLC

UNCHANGED

Shares1,179 from 1,179

Change0 (0%)

Value$220.6K (-$9.8K)

Filed 2026-11-03

Tucker Asset Management LLC

INCREASED

Shares1,166 from 950

Change+216 (+23%)

Value$220.7K (+$30.2K)

Filed 2026-10-29

Castleview Partners, LLC

INCREASED

Shares1,154 from 1,152

Change+2 (+0%)

Value$218.4K (-$12.6K)

Filed 2026-10-09

Burke & Herbert Bank & Trust Co

UNCHANGED

Shares1,085 from 1,085

Change0 (0%)

Value$205.3K (-$12.2K)

Filed 2026-11-02

Mondrian Investment Partners LTD

INCREASED

Shares1,023 from 4

Change+1,019 (+25475%)

Value$191.5K (+$190.6K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares735 from 383

Change+352 (+92%)

Value$139.0K (+$62.3K)

Filed 2026-10-08

CX Institutional

DECREASED

Shares608 from 719

Change-111 (-15%)

Value$115 (-$29)

Filed 2026-10-02

Jacobi Capital Management LLC

NEW

Shares586

Change+586

Value$110.9K

Filed 2026-11-05

Provident Wealth Management, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$94.6K (-$5.6K)

Filed 2026-10-20

Spire Wealth Management

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$56.8K (-$3.4K)

Filed 2026-10-30

US Bancorp \de\

INCREASED

Shares259 from 250

Change+9 (+4%)

Value$49.0K (-$1.1K)

Filed 2026-11-05

Assetmark, Inc

UNCHANGED

Shares259 from 259

Change0 (0%)

Value$49.0K (-$2.9K)

Filed 2026-10-21

Latitude Advisors, LLC

NEW

Shares247

Change+247

Value$46.8K

Filed 2026-10-27

Capital Investment Counsel, Inc

UNCHANGED

Shares247 from 247

Change0 (0%)

Value$46.7K (-$2.8K)

Filed 2026-10-20

Activest Wealth Management

NEW

Shares232

Change+232

Value$43.9K

Filed 2026-10-15

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$37.9K (-$2.2K)

Filed 2026-11-03

Angeles Wealth Management, LLC

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$30.5K (-$1.8K)

Filed 2026-10-26

SBI Securities Co., Ltd.

UNCHANGED

Shares134 from 134

Change0 (0%)

Value$25.4K (-$1.5K)

Filed 2026-10-22

Lanark Financial, Inc.

UNCHANGED

Shares131 from 131

Change0 (0%)

Value$24.8K (-$1.5K)

Filed 2026-10-26

TD Waterhouse Canada Inc.

UNCHANGED

Shares126 from 126

Change0 (0%)

Value$23.9K (-$1.2K)

Filed 2026-10-16

Allspring Global Investments Holdings, LLC

NEW

Shares121

Change+121

Value$23.0K

Filed 2026-11-04

Pittenger & Anderson Inc

NEW

Shares113

Change+113

Value$21.4K

Filed 2026-11-02

WestEnd Advisors, LLC

NEW

Shares106

Change+106

Value$20.0K

Filed 2026-10-27

Harbor Asset Planning, Inc.

NEW

Shares105

Change+105

Value$19.8K

Filed 2026-10-23

AlphaCore Capital LLC

INCREASED

Shares99 from 83

Change+16 (+19%)

Value$18.7K (+$2.1K)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$16.8K (-$1.0K)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares51

Change+51

Value$9.7K

Filed 2026-10-21

Nfsg Corp

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$9.5K (-$562)

Filed 2026-10-15

Rachor Investment Advisory Services, LLC

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$9.1K (-$539)

Filed 2026-10-29

Quaker Wealth Management, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$8.7K (-$517)

Filed 2026-10-22

Capital Investment Advisory Services, LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$8.5K (-$506)

Filed 2026-10-30

Carolina Wealth Advisors, LLC

NEW

Shares28

Change+28

Value$5.3K

Filed 2026-10-23

DecisionPoint Financial, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.7K (-$127)

Filed 2026-10-27

Central Pacific Bank - Trust Division

INCREASED

Shares11 from 7

Change+4 (+57%)

Value$2.1K (+$678)

Filed 2026-10-06

Provenance Wealth Advisors, LLC

NEW

Shares8

Change+8

Value$1.5K

Filed 2026-10-30

Trust Co of Toledo NA

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$1.1K (-$67)

Filed 2026-10-16

Edgemoor Investment Advisors, Inc.

NEW

Shares5

Change+5

Value$995

Filed 2026-11-03

Fulcrum Wealth Advisors, LLC

CLOSED

Shares0 from 2,147

Change-2,147 (-100%)

Value$0 (-$430.5K)

Filed 2026-10-16

Elevation Point Wealth Partners, LLC

CLOSED

Shares0 from 1,131

Change-1,131 (-100%)

Value$0 (-$226.8K)

Filed 2026-11-05

MontVue Capital Management, Inc.

CLOSED

Shares0 from 1,050

Change-1,050 (-100%)

Value$0 (-$210.5K)

Filed 2026-10-19

Prime Capital Investment Advisors, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$200.5K)

Filed 2026-10-20

Fisher Asset Management, LLC

N/A

Shares— from 3,027,680

Change-3,027,680 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 576,732

Change-576,732 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 388,830

Change-388,830 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 221,165

Change-221,165 (-100%)

Value—

Phoenix Financial Ltd.

N/A

Shares— from 215,300

Change-215,300 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 165,854

Change-165,854 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 139,478

Change-139,478 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 138,892

Change-138,892 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 113,743

Change-113,743 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 75,024

Change-75,024 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 75,003

Change-75,003 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 70,021

Change-70,021 (-100%)

Value—

TriCert Investment Counsel Inc.

N/A

Shares— from 60,961

Change-60,961 (-100%)

Value—

Wharton Business Group, LLC

N/A

Shares— from 58,345

Change-58,345 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 37,368

Change-37,368 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 36,344

Change-36,344 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 29,895

Change-29,895 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,733

Change-28,733 (-100%)

Value—

UBS Group AG

N/A

Shares— from 19,633

Change-19,633 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 19,138

Change-19,138 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 18,111

Change-18,111 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 16,945

Change-16,945 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 16,790

Change-16,790 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,213

Change-15,213 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 14,578

Change-14,578 (-100%)

Value—

Viawealth, LLC

N/A

Shares— from 12,537

Change-12,537 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 9,620

Change-9,620 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 8,779

Change-8,779 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,503

Change-8,503 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,328

Change-6,328 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 6,020

Change-6,020 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 5,688

Change-5,688 (-100%)

Value—

Baker Avenue Asset Management, LP

N/A

Shares— from 5,469

Change-5,469 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 5,220

Change-5,220 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,029

Change-5,029 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,414

Change-4,414 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 4,326

Change-4,326 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,179

Change-4,179 (-100%)

Value—

Investor's Fiduciary Advisor Network, LLC

N/A

Shares— from 3,288

Change-3,288 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 2,895

Change-2,895 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,782

Change-2,782 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 2,658

Change-2,658 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,568

Change-2,568 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,562

Change-2,562 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 2,411

Change-2,411 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 2,338

Change-2,338 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 2,295

Change-2,295 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 2,184

Change-2,184 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 2,042

Change-2,042 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,923

Change-1,923 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 1,870

Change-1,870 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 1,574

Change-1,574 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,521

Change-1,521 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,520

Change-1,520 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,425

Change-1,425 (-100%)

Value—

Ingalls & Snyder LLC

N/A

Shares— from 1,334

Change-1,334 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 1,268

Change-1,268 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,065

Change-1,065 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 1,055

Change-1,055 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 1,026

Change-1,026 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 1,014

Change-1,014 (-100%)

Value—

Strategies Wealth Advisors, LLC

N/A

Shares— from 1,009

Change-1,009 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 666

Change-666 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 367

Change-367 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 362

Change-362 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 359

Change-359 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 343

Change-343 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 297

Change-297 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 226

Change-226 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Wellington Grp LLC

N/A

Shares— from 153

Change-153 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Migdal Insurance & Financial Holdings Ltd.

N/A

Shares— from 147

Change-147 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 131

Change-131 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 116

Change-116 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 67

Change-67 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 62

Change-62 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 47

Change-47 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 46

Change-46 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 43

Change-43 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	29,020	30,565	-1,545	-5%	$6.1M	$5.5M	-$636.0K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	11,219	12,223	-1,004	-8%	$2.5M	$2.1K	-$2.4M	2026-11-02
Cambiar Investors LLC	NEW	10,599	—	+10,599	—	—	$2.0M	—	2026-11-04
Slow Capital, Inc.	DECREASED	9,137	9,346	-209	-2%	$1.9M	$1.7M	-$144.6K	2026-10-23
NTV Asset Management LLC	UNCHANGED	8,100	8,100	0	0%	$1.6M	$1.5M	-$91.0K	2026-10-23
Buttonwood Financial Group, LLC	DECREASED	7,585	8,646	-1,061	-12%	$1.7M	$1.5M	-$272.4K	2026-10-16
Fifth Third Bancorp	INCREASED	5,893	4,328	+1,565	+36%	$867.7K	$1.1M	+$247.6K	2026-11-05
Patriot Investment Management Group, Inc.	UNCHANGED	5,652	5,652	0	0%	$1.1M	$1.1M	-$63.5K	2026-10-15
Decision Investments, Inc	UNCHANGED	4,556	4,556	0	0%	$913.5K	$862.3K	-$51.2K	2026-10-07
Avantax Planning Partners, Inc.	INCREASED	4,402	4,206	+196	+5%	$843.3K	$833.1K	-$10.2K	2026-11-03
Total Clarity Wealth Management, Inc.	UNCHANGED	4,241	4,241	0	0%	$850.3K	$802.7K	-$47.7K	2026-10-26
Intesa Sanpaolo Wealth Management	DECREASED	4,000	8,000	-4,000	-50%	$1.6M	$757.0K	-$847.0K	2026-10-28
Sigma Planning Corp	DECREASED	3,499	3,664	-165	-4%	$734.6K	$662.2K	-$72.4K	2026-10-23
Wealth Enhancement Advisory Services, LLC	INCREASED	2,992	2,608	+384	+15%	$516.5K	$563.8K	+$47.3K	2026-10-13
Wealth Management Partners, LLC	UNCHANGED	2,682	2,682	0	0%	$537.7K	$507.6K	-$30.1K	2026-10-21
Riggs Asset Managment Co. Inc.	DECREASED	2,415	2,441	-26	-1%	$489.4K	$457.1K	-$32.4K	2026-11-05
KCM Investment Advisors LLC	UNCHANGED	2,090	2,090	0	0%	$419.0K	$395.6K	-$23.5K	2026-10-27
Uptick Partners, LLC	UNCHANGED	1,280	1,280	0	0%	$256.6K	$242.3K	-$14.4K	2026-11-04
Buckhead Capital Management LLC	UNCHANGED	1,235	1,235	0	0%	$247.6K	$233.7K	-$13.9K	2026-11-03
Plancorp, LLC	UNCHANGED	1,179	1,179	0	0%	$230.4K	$220.6K	-$9.8K	2026-11-03
Tucker Asset Management LLC	INCREASED	1,166	950	+216	+23%	$190.5K	$220.7K	+$30.2K	2026-10-29
Castleview Partners, LLC	INCREASED	1,154	1,152	+2	+0%	$231.0K	$218.4K	-$12.6K	2026-10-09
Burke & Herbert Bank & Trust Co	UNCHANGED	1,085	1,085	0	0%	$217.5K	$205.3K	-$12.2K	2026-11-02
Mondrian Investment Partners LTD	INCREASED	1,023	4	+1,019	+25475%	$879	$191.5K	+$190.6K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	735	383	+352	+92%	$76.7K	$139.0K	+$62.3K	2026-10-08
CX Institutional	DECREASED	608	719	-111	-15%	$144	$115	-$29	2026-10-02
Jacobi Capital Management LLC	NEW	586	—	+586	—	—	$110.9K	—	2026-11-05
Provident Wealth Management, LLC	UNCHANGED	500	500	0	0%	$100.3K	$94.6K	-$5.6K	2026-10-20
Spire Wealth Management	UNCHANGED	300	300	0	0%	$60.2K	$56.8K	-$3.4K	2026-10-30
US Bancorp \de\	INCREASED	259	250	+9	+4%	$50.1K	$49.0K	-$1.1K	2026-11-05
Assetmark, Inc	UNCHANGED	259	259	0	0%	$51.9K	$49.0K	-$2.9K	2026-10-21
Latitude Advisors, LLC	NEW	247	—	+247	—	—	$46.8K	—	2026-10-27
Capital Investment Counsel, Inc	UNCHANGED	247	247	0	0%	$49.5K	$46.7K	-$2.8K	2026-10-20
Activest Wealth Management	NEW	232	—	+232	—	—	$43.9K	—	2026-10-15
Ashton Thomas Private Wealth, LLC	UNCHANGED	200	200	0	0%	$40.1K	$37.9K	-$2.2K	2026-11-03
Angeles Wealth Management, LLC	UNCHANGED	161	161	0	0%	$32.3K	$30.5K	-$1.8K	2026-10-26
SBI Securities Co., Ltd.	UNCHANGED	134	134	0	0%	$26.9K	$25.4K	-$1.5K	2026-10-22
Lanark Financial, Inc.	UNCHANGED	131	131	0	0%	$26.3K	$24.8K	-$1.5K	2026-10-26
TD Waterhouse Canada Inc.	UNCHANGED	126	126	0	0%	$25.1K	$23.9K	-$1.2K	2026-10-16
Allspring Global Investments Holdings, LLC	NEW	121	—	+121	—	—	$23.0K	—	2026-11-04
Pittenger & Anderson Inc	NEW	113	—	+113	—	—	$21.4K	—	2026-11-02
WestEnd Advisors, LLC	NEW	106	—	+106	—	—	$20.0K	—	2026-10-27
Harbor Asset Planning, Inc.	NEW	105	—	+105	—	—	$19.8K	—	2026-10-23
AlphaCore Capital LLC	INCREASED	99	83	+16	+19%	$16.6K	$18.7K	+$2.1K	2026-11-04
Parallel Advisors, LLC	UNCHANGED	89	89	0	0%	$17.8K	$16.8K	-$1.0K	2026-11-03
Root Financial Partners, LLC	NEW	51	—	+51	—	—	$9.7K	—	2026-10-21
Nfsg Corp	UNCHANGED	50	50	0	0%	$10.0K	$9.5K	-$562	2026-10-15
Rachor Investment Advisory Services, LLC	UNCHANGED	48	48	0	0%	$9.6K	$9.1K	-$539	2026-10-29
Quaker Wealth Management, LLC	UNCHANGED	46	46	0	0%	$9.2K	$8.7K	-$517	2026-10-22
Capital Investment Advisory Services, LLC	UNCHANGED	45	45	0	0%	$9.0K	$8.5K	-$506	2026-10-30
Carolina Wealth Advisors, LLC	NEW	28	—	+28	—	—	$5.3K	—	2026-10-23
DecisionPoint Financial, LLC	UNCHANGED	14	14	0	0%	$2.8K	$2.7K	-$127	2026-10-27
Central Pacific Bank - Trust Division	INCREASED	11	7	+4	+57%	$1.4K	$2.1K	+$678	2026-10-06
Provenance Wealth Advisors, LLC	NEW	8	—	+8	—	—	$1.5K	—	2026-10-30
Trust Co of Toledo NA	UNCHANGED	6	6	0	0%	$1.2K	$1.1K	-$67	2026-10-16
Edgemoor Investment Advisors, Inc.	NEW	5	—	+5	—	—	$995	—	2026-11-03
Fulcrum Wealth Advisors, LLC	CLOSED	0	2,147	-2,147	-100%	$430.5K	$0	-$430.5K	2026-10-16
Elevation Point Wealth Partners, LLC	CLOSED	0	1,131	-1,131	-100%	$226.8K	$0	-$226.8K	2026-11-05
MontVue Capital Management, Inc.	CLOSED	0	1,050	-1,050	-100%	$210.5K	$0	-$210.5K	2026-10-19
Prime Capital Investment Advisors, LLC	CLOSED	0	1,000	-1,000	-100%	$200.5K	$0	-$200.5K	2026-10-20
Fisher Asset Management, LLC	N/A	—	3,027,680	-3,027,680	-100%	$607.0M	—	—	—
BlackRock, Inc.	N/A	—	576,732	-576,732	-100%	$115.6M	—	—	—
Treasurer of the State of North Carolina	N/A	—	388,830	-388,830	-100%	$78.0M	—	—	—
JPMorgan Chase & Co	N/A	—	221,165	-221,165	-100%	$43.8M	—	—	—
Phoenix Financial Ltd.	N/A	—	215,300	-215,300	-100%	$43.2M	—	—	—
Morgan Stanley	N/A	—	165,854	-165,854	-100%	$33.3M	—	—	—
Pgim Custom Harvest LLC	N/A	—	139,478	-139,478	-100%	$28.0M	—	—	—
HighTower Advisors, LLC	N/A	—	138,892	-138,892	-100%	$27.8M	—	—	—
Bank of America Corp	N/A	—	113,743	-113,743	-100%	$22.8M	—	—	—
Van Eck Associates Corp	N/A	—	75,024	-75,024	-100%	$15.0M	—	—	—
Banco Santander, S.A.	N/A	—	75,003	-75,003	-100%	$15.0M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	70,021	-70,021	-100%	$14.0M	—	—	—
TriCert Investment Counsel Inc.	N/A	—	60,961	-60,961	-100%	$12.2M	—	—	—
Wharton Business Group, LLC	N/A	—	58,345	-58,345	-100%	$11.7M	—	—	—
LPL Financial LLC	N/A	—	37,368	-37,368	-100%	$7.5M	—	—	—
Cambria Investment Management, L.P.	N/A	—	36,344	-36,344	-100%	$7.3M	—	—	—
Wells Fargo & Company	N/A	—	29,895	-29,895	-100%	$6.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	28,733	-28,733	-100%	$5.8M	—	—	—
UBS Group AG	N/A	—	19,633	-19,633	-100%	$3.9M	—	—	—
Quantinno Capital Management LP	N/A	—	19,138	-19,138	-100%	$3.8M	—	—	—
GTS Securities LLC	N/A	—	18,111	-18,111	-100%	$3.6M	—	—	—
Raymond James Financial Inc	N/A	—	16,945	-16,945	-100%	$3.4M	—	—	—
Ameriprise Financial Inc	N/A	—	16,790	-16,790	-100%	$3.4M	—	—	—
Royal Bank of Canada	N/A	—	15,213	-15,213	-100%	$3.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	14,578	-14,578	-100%	$2.9M	—	—	—
Viawealth, LLC	N/A	—	12,537	-12,537	-100%	$2.5M	—	—	—
Flow Traders U.S. LLC	N/A	—	9,620	-9,620	-100%	$1.9M	—	—	—
CIBC World Market Inc.	N/A	—	8,779	-8,779	-100%	$1.8M	—	—	—
Citadel Advisors LLC	N/A	—	8,503	-8,503	-100%	$1.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	6,328	-6,328	-100%	$1.2M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	6,020	-6,020	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	5,688	-5,688	-100%	$1.1M	—	—	—
Baker Avenue Asset Management, LP	N/A	—	5,469	-5,469	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	5,220	-5,220	-100%	$1.0M	—	—	—
Arax Advisory Partners	N/A	—	5,029	-5,029	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	4,414	-4,414	-100%	$885.3K	—	—	—
Mariner, LLC	N/A	—	4,326	-4,326	-100%	$867.3K	—	—	—
Advisory Services Network, LLC	N/A	—	4,179	-4,179	-100%	$837.9K	—	—	—
Investor's Fiduciary Advisor Network, LLC	N/A	—	3,288	-3,288	-100%	$659.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	2,895	-2,895	-100%	$580.4K	—	—	—
Jane Street Group, LLC	N/A	—	2,782	-2,782	-100%	$557.8K	—	—	—
Northern Trust Corp	N/A	—	2,658	-2,658	-100%	$532.9K	—	—	—
FMR LLC	N/A	—	2,568	-2,568	-100%	$514.9K	—	—	—
Cetera Investment Advisers	N/A	—	2,562	-2,562	-100%	$513.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	2,411	-2,411	-100%	$483.4K	—	—	—
Kovack Advisors, Inc.	N/A	—	2,338	-2,338	-100%	$465.3K	—	—	—
Private Advisor Group, LLC	N/A	—	2,295	-2,295	-100%	$460.2K	—	—	—
HRT Financial LP	N/A	—	2,184	-2,184	-100%	$437.0K	—	—	—
Savvy Advisors, Inc.	N/A	—	2,042	-2,042	-100%	$409.5K	—	—	—
Bank of Montreal	N/A	—	1,923	-1,923	-100%	$385.6K	—	—	—
Jupiter Topco LLC	N/A	—	1,870	-1,870	-100%	$375.0K	—	—	—
Gotham Asset Management, LLC	N/A	—	1,574	-1,574	-100%	$315.6K	—	—	—
Captrust Financial Advisors	N/A	—	1,521	-1,521	-100%	$304.9K	—	—	—
Bessemer Group Inc	N/A	—	1,520	-1,520	-100%	$305.0K	—	—	—
National Bank of Canada	N/A	—	1,425	-1,425	-100%	$285.7K	—	—	—
Ingalls & Snyder LLC	N/A	—	1,334	-1,334	-100%	$267.0K	—	—	—
Front Row Advisors LLC	N/A	—	1,268	-1,268	-100%	$260.5K	—	—	—
Cerity Partners LLC	N/A	—	1,065	-1,065	-100%	$213.6K	—	—	—
Empirical Asset Management, LLC	N/A	—	1,055	-1,055	-100%	$211.5K	—	—	—
HSBC Holdings PLC	N/A	—	1,026	-1,026	-100%	$205.7K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	1,014	-1,014	-100%	$203.3K	—	—	—
Strategies Wealth Advisors, LLC	N/A	—	1,009	-1,009	-100%	$202.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	1,000	-1,000	-100%	$200.5K	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	666	-666	-100%	$133.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	367	-367	-100%	$73.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	362	-362	-100%	$72.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	359	-359	-100%	$72.0K	—	—	—
LOM Asset Management Ltd	N/A	—	343	-343	-100%	$68.8K	—	—	—
AE Wealth Management LLC	N/A	—	297	-297	-100%	$59.6K	—	—	—
Allworth Financial LP	N/A	—	226	-226	-100%	$45.3K	—	—	—
Clearstead Advisors, LLC	N/A	—	200	-200	-100%	$40.1K	—	—	—
Wellington Grp LLC	N/A	—	153	-153	-100%	$27.7K	—	—	—
LRI Investments, LLC	N/A	—	150	-150	-100%	$30.1K	—	—	—
Migdal Insurance & Financial Holdings Ltd.	N/A	—	147	-147	-100%	$29.5K	—	—	—
Wellington-Altus USA Inc.	N/A	—	131	-131	-100%	$23.7K	—	—	—
Harbour Investments, Inc.	N/A	—	116	-116	-100%	$23.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	108	-108	-100%	$21.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	67	-67	-100%	$13.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	62	-62	-100%	$12.4K	—	—	—
Darwin Wealth Management, LLC	N/A	—	56	-56	-100%	$11.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	47	-47	-100%	$9.4K	—	—	—
Russell Investments Group, Ltd.	N/A	—	46	-46	-100%	$9.2K	—	—	—
Hantz Financial Services, Inc.	N/A	—	43	-43	-100%	$9	—	—	—

Showing 143 of 143 institutions