Ishares Global Consumer Stap (KXI)

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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Northland Securities, Inc.

INCREASED

Shares60,884 from 54,033

Change+6,851 (+13%)

Value$4.0M (+$334.8K)

Filed 2026-11-02

Creative Planning

INCREASED

Shares57,794 from 56,554

Change+1,240 (+2%)

Value$3.8M (-$37.6K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares29,118 from 30,274

Change-1,156 (-4%)

Value$1.9M (-$139.2K)

Filed 2026-11-02

Y.D. More Investments Ltd

INCREASED

Shares21,291 from 17,500

Change+3,791 (+22%)

Value$1.4M (+$211.3K)

Filed 2026-11-02

Patriot Investment Management Group, Inc.

INCREASED

Shares17,488 from 17,098

Change+390 (+2%)

Value$1.1M (-$10.4K)

Filed 2026-10-15

Signature Estate & Investment Advisors LLC

INCREASED

Shares14,344 from 14,112

Change+232 (+2%)

Value$938.5K (-$14.5K)

Filed 2026-10-13

Financial Perspectives, Inc

INCREASED

Shares13,250 from 8,822

Change+4,428 (+50%)

Value$867.0K (+$271.2K)

Filed 2026-11-03

McKinley Carter Wealth Services, Inc.

DECREASED

Shares12,598 from 12,998

Change-400 (-3%)

Value$824.3K (-$53.5K)

Filed 2026-10-16

Truist Financial Corp

DECREASED

Shares12,036 from 18,365

Change-6,329 (-34%)

Value$787.5K (-$452.7K)

Filed 2026-10-30

WealthBridge Capital Management, LLC

UNCHANGED

Shares10,550 from 10,550

Change0 (0%)

Value$690.3K (-$22.2K)

Filed 2026-10-16

Cambiar Investors LLC

NEW

Shares10,027

Change+10,027

Value$656.1K

Filed 2026-11-04

Bank of New York Mellon Corp

NEW

Shares7,397

Change+7,397

Value$483.9K

Filed 2026-11-05

Equity Investment Corp

NEW

Shares6,729

Change+6,729

Value$440.3K

Filed 2026-11-04

Focus Financial Network, Inc.

UNCHANGED

Shares6,676 from 6,676

Change0 (0%)

Value$436.8K (-$14.0K)

Filed 2026-10-14

Fifth Third Bancorp

INCREASED

Shares6,244 from 2,187

Change+4,057 (+186%)

Value$408.5K (+$260.8K)

Filed 2026-11-05

SBI Securities Co., Ltd.

DECREASED

Shares5,430 from 5,475

Change-45 (-1%)

Value$355.3K (-$14.4K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,866 from 3,633

Change+1,233 (+34%)

Value$327.5K (+$80.1K)

Filed 2026-10-13

Affiance Financial, LLC

UNCHANGED

Shares4,800 from 4,800

Change0 (0%)

Value$314.1K (-$10.1K)

Filed 2026-10-15

Mondrian Investment Partners LTD

NEW

Shares4,390

Change+4,390

Value$310.0K

Filed 2026-10-23

KCM Investment Advisors LLC

UNCHANGED

Shares4,266 from 4,266

Change0 (0%)

Value$279.1K (-$9.0K)

Filed 2026-10-27

NTV Asset Management LLC

UNCHANGED

Shares4,250 from 4,250

Change0 (0%)

Value$278.1K (-$8.9K)

Filed 2026-10-23

M Holdings Securities, Inc.

NEW

Shares4,222

Change+4,222

Value$276.0K

Filed 2026-11-03

Ellis Investment Partners, LLC

UNCHANGED

Shares4,022 from 4,022

Change0 (0%)

Value$263.2K (-$8.4K)

Filed 2026-10-21

Silvia Mccoll Wealth Management, LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$261.7K (-$8.4K)

Filed 2026-10-07

Bluedoor Private Wealth, LLC

DECREASED

Shares3,785 from 4,275

Change-490 (-11%)

Value$247.7K (-$41.0K)

Filed 2026-11-05

Unique Wealth, LLC

NEW

Shares3,767

Change+3,767

Value$246.5K

Filed 2026-10-16

Central Valley Advisors, LLC

DECREASED

Shares3,307 from 3,654

Change-347 (-9%)

Value$216.4K (-$30.4K)

Filed 2026-10-27

Intelligent Financial Strategies

UNCHANGED

Shares3,292 from 3,292

Change0 (0%)

Value$215.4K (-$6.9K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares3,079 from 3,044

Change+35 (+1%)

Value$201 (-$205.8K)

Filed 2026-11-02

Manchester Capital Management LLC

UNCHANGED

Shares2,150 from 2,150

Change0 (0%)

Value$140.7K (-$4.5K)

Filed 2026-10-22

TD Waterhouse Canada Inc.

INCREASED

Shares1,735 from 1,605

Change+130 (+8%)

Value$112.7K (+$4.4K)

Filed 2026-10-16

Rydar Equities, Inc.

NEW

Shares1,092

Change+1,092

Value$72.0K

Filed 2026-10-13

Jacobi Capital Management LLC

NEW

Shares1,044

Change+1,044

Value$68.3K

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares1,023 from 2,313

Change-1,290 (-56%)

Value$66.9K (-$89.3K)

Filed 2026-10-16

Allspring Global Investments Holdings, LLC

INCREASED

Shares790 from 5

Change+785 (+15700%)

Value$51.3K (+$51.0K)

Filed 2026-11-04

Triumph Capital Management

INCREASED

Shares789 from 780

Change+9 (+1%)

Value$51.6K (-$1.1K)

Filed 2026-10-14

Compass Wealth Management LLC

NEW

Shares620

Change+620

Value$40.6K

Filed 2026-10-22

CX Institutional

DECREASED

Shares619 from 894

Change-275 (-31%)

Value$41 (-$19)

Filed 2026-10-02

Parallel Advisors, LLC

DECREASED

Shares526 from 529

Change-3 (-1%)

Value$34.4K (-$1.3K)

Filed 2026-11-03

Oakworth Capital, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$26.2K (-$840)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares323 from 239

Change+84 (+35%)

Value$21.1K (+$5.0K)

Filed 2026-10-08

Pittenger & Anderson Inc

NEW

Shares263

Change+263

Value$17.2K

Filed 2026-11-02

Archer Investment Corp

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.1K (-$420)

Filed 2026-11-05

Buck Wealth Strategies, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.1K (-$420)

Filed 2026-10-28

Lanark Financial, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.1K (-$420)

Filed 2026-10-26

Nfsg Corp

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$11.6K (-$372)

Filed 2026-10-15

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares142 from 142

Change0 (0%)

Value$9.3K (-$298)

Filed 2026-11-04

AlphaCore Capital LLC

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$9.1K (-$292)

Filed 2026-11-04

Balentine LLC

UNCHANGED

Shares117 from 117

Change0 (0%)

Value$7.7K (-$246)

Filed 2026-11-03

Rachor Investment Advisory Services, LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$7.5K (-$241)

Filed 2026-10-29

Arlington Trust Co LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.5K (-$210)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$5.0K (-$159)

Filed 2026-11-05

Carolina Wealth Advisors, LLC

NEW

Shares72

Change+72

Value$4.7K

Filed 2026-10-23

Laurel Wealth Advisors LLC

NEW

Shares60

Change+60

Value$3.9K

Filed 2026-10-27

Quaker Wealth Management, LLC

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$3.7K (-$120)

Filed 2026-10-22

Root Financial Partners, LLC

NEW

Shares53

Change+53

Value$3.5K

Filed 2026-10-21

Blue Trust, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$3.3K (-$105)

Filed 2026-10-15

Trust Co of Toledo NA

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.5K (-$48)

Filed 2026-10-16

Rossby Financial, LCC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$262 (-$8)

Filed 2026-11-05

Financial & Tax Architects, LLC

CLOSED

Shares0 from 5,400

Change-5,400 (-100%)

Value$0 (-$364.7K)

Filed 2026-10-15

Slow Capital, Inc.

CLOSED

Shares0 from 3,056

Change-3,056 (-100%)

Value$0 (-$206.4K)

Filed 2026-10-23

Wetzel Investment Advisors, Inc.

CLOSED

Shares0 from 2,968

Change-2,968 (-100%)

Value$0 (-$200.4K)

Filed 2026-10-13

Cornerstone Planning Group LLC

CLOSED

Shares0 from 287

Change-287 (-100%)

Value$0 (-$19.6K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 160

Change-160 (-100%)

Value$0 (-$10.8K)

Filed 2026-11-02

Assetmark, Inc

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$3.4K)

Filed 2026-10-21

Private Trust Co NA

CLOSED

Shares0 from 38

Change-38 (-100%)

Value$0 (-$2.6K)

Filed 2026-10-20

Fisher Asset Management, LLC

N/A

Shares— from 7,262,318

Change-7,262,318 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,445,672

Change-1,445,672 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 340,051

Change-340,051 (-100%)

Value—

Morningstar Investment Management LLC

N/A

Shares— from 260,487

Change-260,487 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 102,663

Change-102,663 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 96,787

Change-96,787 (-100%)

Value—

UBS Group AG

N/A

Shares— from 92,761

Change-92,761 (-100%)

Value—

Banco Santander, S.A.

N/A

Shares— from 86,518

Change-86,518 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 70,737

Change-70,737 (-100%)

Value—

Icici Prudential Asset Management Co Ltd

N/A

Shares— from 64,610

Change-64,610 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 49,691

Change-49,691 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 47,531

Change-47,531 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 46,612

Change-46,612 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 42,147

Change-42,147 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 33,858

Change-33,858 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 31,923

Change-31,923 (-100%)

Value—

Northstar Financial Companies, Inc.

N/A

Shares— from 26,415

Change-26,415 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 26,231

Change-26,231 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,728

Change-19,728 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 16,075

Change-16,075 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 13,154

Change-13,154 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,516

Change-12,516 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 11,584

Change-11,584 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 10,592

Change-10,592 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,479

Change-10,479 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 10,411

Change-10,411 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,098

Change-10,098 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 10,080

Change-10,080 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,610

Change-8,610 (-100%)

Value—

Fortis Advisors, LLC

N/A

Shares— from 8,516

Change-8,516 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 7,264

Change-7,264 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,609

Change-6,609 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 6,270

Change-6,270 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Barclays PLC

N/A

Shares— from 5,200

Change-5,200 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,130

Change-5,130 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 5,059

Change-5,059 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,052

Change-5,052 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,895

Change-4,895 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,623

Change-4,623 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,435

Change-4,435 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,430

Change-4,430 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 4,164

Change-4,164 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 4,060

Change-4,060 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,496

Change-3,496 (-100%)

Value—

Stonehage Fleming Financial Services Holdings Ltd

N/A

Shares— from 3,368

Change-3,368 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,356

Change-3,356 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 3,123

Change-3,123 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 3,032

Change-3,032 (-100%)

Value—

Opus Financial Solutions LLC

N/A

Shares— from 3,014

Change-3,014 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,664

Change-2,664 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,637

Change-2,637 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,708

Change-1,708 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 1,704

Change-1,704 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,079

Change-1,079 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,025

Change-1,025 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 870

Change-870 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 832

Change-832 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 800

Change-800 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 664

Change-664 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 280

Change-280 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 232

Change-232 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 220

Change-220 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 188

Change-188 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 185

Change-185 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 99

Change-99 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Northland Securities, Inc.	INCREASED	60,884	54,033	+6,851	+13%	$3.6M	$4.0M	+$334.8K	2026-11-02
Creative Planning	INCREASED	57,794	56,554	+1,240	+2%	$3.8M	$3.8M	-$37.6K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	29,118	30,274	-1,156	-4%	$2.0M	$1.9M	-$139.2K	2026-11-02
Y.D. More Investments Ltd	INCREASED	21,291	17,500	+3,791	+22%	$1.2M	$1.4M	+$211.3K	2026-11-02
Patriot Investment Management Group, Inc.	INCREASED	17,488	17,098	+390	+2%	$1.2M	$1.1M	-$10.4K	2026-10-15
Signature Estate & Investment Advisors LLC	INCREASED	14,344	14,112	+232	+2%	$953.0K	$938.5K	-$14.5K	2026-10-13
Financial Perspectives, Inc	INCREASED	13,250	8,822	+4,428	+50%	$595.8K	$867.0K	+$271.2K	2026-11-03
McKinley Carter Wealth Services, Inc.	DECREASED	12,598	12,998	-400	-3%	$877.8K	$824.3K	-$53.5K	2026-10-16
Truist Financial Corp	DECREASED	12,036	18,365	-6,329	-34%	$1.2M	$787.5K	-$452.7K	2026-10-30
WealthBridge Capital Management, LLC	UNCHANGED	10,550	10,550	0	0%	$712.4K	$690.3K	-$22.2K	2026-10-16
Cambiar Investors LLC	NEW	10,027	—	+10,027	—	—	$656.1K	—	2026-11-04
Bank of New York Mellon Corp	NEW	7,397	—	+7,397	—	—	$483.9K	—	2026-11-05
Equity Investment Corp	NEW	6,729	—	+6,729	—	—	$440.3K	—	2026-11-04
Focus Financial Network, Inc.	UNCHANGED	6,676	6,676	0	0%	$450.9K	$436.8K	-$14.0K	2026-10-14
Fifth Third Bancorp	INCREASED	6,244	2,187	+4,057	+186%	$147.7K	$408.5K	+$260.8K	2026-11-05
SBI Securities Co., Ltd.	DECREASED	5,430	5,475	-45	-1%	$369.7K	$355.3K	-$14.4K	2026-10-22
Wealth Enhancement Advisory Services, LLC	INCREASED	4,866	3,633	+1,233	+34%	$247.4K	$327.5K	+$80.1K	2026-10-13
Affiance Financial, LLC	UNCHANGED	4,800	4,800	0	0%	$324.1K	$314.1K	-$10.1K	2026-10-15
Mondrian Investment Partners LTD	NEW	4,390	—	+4,390	—	—	$310.0K	—	2026-10-23
KCM Investment Advisors LLC	UNCHANGED	4,266	4,266	0	0%	$288.1K	$279.1K	-$9.0K	2026-10-27
NTV Asset Management LLC	UNCHANGED	4,250	4,250	0	0%	$287.0K	$278.1K	-$8.9K	2026-10-23
M Holdings Securities, Inc.	NEW	4,222	—	+4,222	—	—	$276.0K	—	2026-11-03
Ellis Investment Partners, LLC	UNCHANGED	4,022	4,022	0	0%	$271.6K	$263.2K	-$8.4K	2026-10-21
Silvia Mccoll Wealth Management, LLC	UNCHANGED	4,000	4,000	0	0%	$270.1K	$261.7K	-$8.4K	2026-10-07
Bluedoor Private Wealth, LLC	DECREASED	3,785	4,275	-490	-11%	$288.7K	$247.7K	-$41.0K	2026-11-05
Unique Wealth, LLC	NEW	3,767	—	+3,767	—	—	$246.5K	—	2026-10-16
Central Valley Advisors, LLC	DECREASED	3,307	3,654	-347	-9%	$246.8K	$216.4K	-$30.4K	2026-10-27
Intelligent Financial Strategies	UNCHANGED	3,292	3,292	0	0%	$222.3K	$215.4K	-$6.9K	2026-10-16
Cambridge Investment Research Advisors, Inc.	INCREASED	3,079	3,044	+35	+1%	$206.0K	$201	-$205.8K	2026-11-02
Manchester Capital Management LLC	UNCHANGED	2,150	2,150	0	0%	$145.2K	$140.7K	-$4.5K	2026-10-22
TD Waterhouse Canada Inc.	INCREASED	1,735	1,605	+130	+8%	$108.3K	$112.7K	+$4.4K	2026-10-16
Rydar Equities, Inc.	NEW	1,092	—	+1,092	—	—	$72.0K	—	2026-10-13
Jacobi Capital Management LLC	NEW	1,044	—	+1,044	—	—	$68.3K	—	2026-11-05
IFP Advisors, Inc	DECREASED	1,023	2,313	-1,290	-56%	$156.2K	$66.9K	-$89.3K	2026-10-16
Allspring Global Investments Holdings, LLC	INCREASED	790	5	+785	+15700%	$344	$51.3K	+$51.0K	2026-11-04
Triumph Capital Management	INCREASED	789	780	+9	+1%	$52.7K	$51.6K	-$1.1K	2026-10-14
Compass Wealth Management LLC	NEW	620	—	+620	—	—	$40.6K	—	2026-10-22
CX Institutional	DECREASED	619	894	-275	-31%	$60	$41	-$19	2026-10-02
Parallel Advisors, LLC	DECREASED	526	529	-3	-1%	$35.7K	$34.4K	-$1.3K	2026-11-03
Oakworth Capital, Inc.	UNCHANGED	400	400	0	0%	$27.0K	$26.2K	-$840	2026-10-26
Farther Finance Advisors, LLC	INCREASED	323	239	+84	+35%	$16.1K	$21.1K	+$5.0K	2026-10-08
Pittenger & Anderson Inc	NEW	263	—	+263	—	—	$17.2K	—	2026-11-02
Archer Investment Corp	UNCHANGED	200	200	0	0%	$13.5K	$13.1K	-$420	2026-11-05
Buck Wealth Strategies, LLC	UNCHANGED	200	200	0	0%	$13.5K	$13.1K	-$420	2026-10-28
Lanark Financial, Inc.	UNCHANGED	200	200	0	0%	$13.5K	$13.1K	-$420	2026-10-26
Nfsg Corp	UNCHANGED	177	177	0	0%	$11.9K	$11.6K	-$372	2026-10-15
Plante Moran Financial Advisors, LLC	UNCHANGED	142	142	0	0%	$9.6K	$9.3K	-$298	2026-11-04
AlphaCore Capital LLC	UNCHANGED	139	139	0	0%	$9.4K	$9.1K	-$292	2026-11-04
Balentine LLC	UNCHANGED	117	117	0	0%	$7.9K	$7.7K	-$246	2026-11-03
Rachor Investment Advisory Services, LLC	UNCHANGED	115	115	0	0%	$7.8K	$7.5K	-$241	2026-10-29
Arlington Trust Co LLC	UNCHANGED	100	100	0	0%	$6.8K	$6.5K	-$210	2026-10-20
US Bancorp \de\	UNCHANGED	76	76	0	0%	$5.1K	$5.0K	-$159	2026-11-05
Carolina Wealth Advisors, LLC	NEW	72	—	+72	—	—	$4.7K	—	2026-10-23
Laurel Wealth Advisors LLC	NEW	60	—	+60	—	—	$3.9K	—	2026-10-27
Quaker Wealth Management, LLC	UNCHANGED	57	57	0	0%	$3.9K	$3.7K	-$120	2026-10-22
Root Financial Partners, LLC	NEW	53	—	+53	—	—	$3.5K	—	2026-10-21
Blue Trust, Inc.	UNCHANGED	50	50	0	0%	$3.4K	$3.3K	-$105	2026-10-15
Trust Co of Toledo NA	UNCHANGED	23	23	0	0%	$1.6K	$1.5K	-$48	2026-10-16
Rossby Financial, LCC	UNCHANGED	4	4	0	0%	$270	$262	-$8	2026-11-05
Financial & Tax Architects, LLC	CLOSED	0	5,400	-5,400	-100%	$364.7K	$0	-$364.7K	2026-10-15
Slow Capital, Inc.	CLOSED	0	3,056	-3,056	-100%	$206.4K	$0	-$206.4K	2026-10-23
Wetzel Investment Advisors, Inc.	CLOSED	0	2,968	-2,968	-100%	$200.4K	$0	-$200.4K	2026-10-13
Cornerstone Planning Group LLC	CLOSED	0	287	-287	-100%	$19.6K	$0	-$19.6K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	160	-160	-100%	$10.8K	$0	-$10.8K	2026-11-02
Assetmark, Inc	CLOSED	0	50	-50	-100%	$3.4K	$0	-$3.4K	2026-10-21
Private Trust Co NA	CLOSED	0	38	-38	-100%	$2.6K	$0	-$2.6K	2026-10-20
Fisher Asset Management, LLC	N/A	—	7,262,318	-7,262,318	-100%	$490.4M	—	—	—
BlackRock, Inc.	N/A	—	1,445,672	-1,445,672	-100%	$97.6M	—	—	—
Morgan Stanley	N/A	—	340,051	-340,051	-100%	$23.0M	—	—	—
Morningstar Investment Management LLC	N/A	—	260,487	-260,487	-100%	$17.5M	—	—	—
LPL Financial LLC	N/A	—	102,663	-102,663	-100%	$6.9M	—	—	—
Bank of America Corp	N/A	—	96,787	-96,787	-100%	$6.5M	—	—	—
UBS Group AG	N/A	—	92,761	-92,761	-100%	$6.3M	—	—	—
Banco Santander, S.A.	N/A	—	86,518	-86,518	-100%	$5.8M	—	—	—
Raymond James Financial Inc	N/A	—	70,737	-70,737	-100%	$4.8M	—	—	—
Icici Prudential Asset Management Co Ltd	N/A	—	64,610	-64,610	-100%	$4.4M	—	—	—
Wells Fargo & Company	N/A	—	49,691	-49,691	-100%	$3.4M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	47,531	-47,531	-100%	$3.2M	—	—	—
Stifel Financial Corp	N/A	—	46,612	-46,612	-100%	$3.1M	—	—	—
GTS Securities LLC	N/A	—	42,147	-42,147	-100%	$2.8M	—	—	—
Bessemer Group Inc	N/A	—	33,858	-33,858	-100%	$2.3M	—	—	—
Royal Bank of Canada	N/A	—	31,923	-31,923	-100%	$2.2M	—	—	—
Northstar Financial Companies, Inc.	N/A	—	26,415	-26,415	-100%	$1.8M	—	—	—
National Bank of Canada	N/A	—	26,231	-26,231	-100%	$1.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	19,728	-19,728	-100%	$1.3M	—	—	—
HighTower Advisors, LLC	N/A	—	16,075	-16,075	-100%	$1.1M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	13,154	-13,154	-100%	$888.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	12,516	-12,516	-100%	$845.4K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	11,584	-11,584	-100%	$782.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	10,592	-10,592	-100%	$727.2K	—	—	—
Jane Street Group, LLC	N/A	—	10,479	-10,479	-100%	$707.6K	—	—	—
Equitable Holdings, Inc.	N/A	—	10,411	-10,411	-100%	$703.0K	—	—	—
FMR LLC	N/A	—	10,098	-10,098	-100%	$681.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	10,080	-10,080	-100%	$680.7K	—	—	—
Cetera Investment Advisers	N/A	—	8,610	-8,610	-100%	$581.4K	—	—	—
Fortis Advisors, LLC	N/A	—	8,516	-8,516	-100%	$575.1K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	7,264	-7,264	-100%	$490.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,609	-6,609	-100%	$446.3K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	6,270	-6,270	-100%	$423.4K	—	—	—
LOM Asset Management Ltd	N/A	—	6,000	-6,000	-100%	$405.2K	—	—	—
Barclays PLC	N/A	—	5,200	-5,200	-100%	$351.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,130	-5,130	-100%	$346.4K	—	—	—
Focus Partners Wealth	N/A	—	5,059	-5,059	-100%	$341.6K	—	—	—
Private Advisor Group, LLC	N/A	—	5,052	-5,052	-100%	$341.2K	—	—	—
Ameriprise Financial Inc	N/A	—	4,895	-4,895	-100%	$330.5K	—	—	—
Glassman Wealth Services	N/A	—	4,700	-4,700	-100%	$317.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,623	-4,623	-100%	$312.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,435	-4,435	-100%	$299.5K	—	—	—
MML Investors Services, LLC	N/A	—	4,430	-4,430	-100%	$299.2K	—	—	—
Leavell Investment Management, Inc.	N/A	—	4,164	-4,164	-100%	$281.2K	—	—	—
M&T Bank Corp	N/A	—	4,060	-4,060	-100%	$274.2K	—	—	—
JPMorgan Chase & Co	N/A	—	3,496	-3,496	-100%	$239.8K	—	—	—
Stonehage Fleming Financial Services Holdings Ltd	N/A	—	3,368	-3,368	-100%	$227.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,356	-3,356	-100%	$227.0K	—	—	—
MAI Capital Management	N/A	—	3,123	-3,123	-100%	$210.9K	—	—	—
Curi Capital, LLC	N/A	—	3,032	-3,032	-100%	$204.8K	—	—	—
Opus Financial Solutions LLC	N/A	—	3,014	-3,014	-100%	$203.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,664	-2,664	-100%	$179.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,637	-2,637	-100%	$178.1K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,708	-1,708	-100%	$115.3K	—	—	—
Front Row Advisors LLC	N/A	—	1,704	-1,704	-100%	$117.4K	—	—	—
Anchor Investment Management, LLC	N/A	—	1,400	-1,400	-100%	$94.5K	—	—	—
AE Wealth Management LLC	N/A	—	1,079	-1,079	-100%	$72.9K	—	—	—
Allworth Financial LP	N/A	—	1,025	-1,025	-100%	$69.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	870	-870	-100%	$58.8K	—	—	—
Caitlin John, LLC	N/A	—	832	-832	-100%	$56.2K	—	—	—
Bank of Montreal	N/A	—	800	-800	-100%	$54.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	664	-664	-100%	$44.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	300	-300	-100%	$20.3K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	280	-280	-100%	$18.9K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	232	-232	-100%	$15.7K	—	—	—
Capital Analysts, LLC	N/A	—	220	-220	-100%	$15.0K	—	—	—
Harbour Investments, Inc.	N/A	—	188	-188	-100%	$12.7K	—	—	—
IFG Advisory, LLC	N/A	—	185	-185	-100%	$12.5K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	100	-100	-100%	$6.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	99	-99	-100%	$6.7K	—	—	—
Lazard Asset Management LLC	N/A	—	59	-59	-100%	$4.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3	-3	-100%	$203	—	—	—

Showing 138 of 138 institutions