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Ishares US Regional Banks ET (IAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
GW Henssler & Associates LTD
INCREASED
Shares193,899 from 192,861
Change+1,038 (+1%)
Value$11.1M (-$903.0K)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares190,293 from 190,193
Change+100 (+0%)
Value$10.9M (-$943.3K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares153,171 from 147,053
Change+6,118 (+4%)
Value$8.8M (-$383.7K)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares106,684 from 116,841
Change-10,157 (-9%)
Value$6.1M (-$1.2M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares67,581 from 69,510
Change-1,929 (-3%)
Value$3.9M (-$457.2K)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares56,998 from 57,254
Change-256 (0%)
Value$3.3M (-$300.3K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
DECREASED
Shares41,616 from 42,416
Change-800 (-2%)
Value$2.4M (-$257.4K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares40,081 from 42,334
Change-2,253 (-5%)
Value$2.3K (-$2.6M)
Filed 2026-11-02
Westwind Capital
INCREASED
Shares40,076 from 36,934
Change+3,142 (+9%)
Value$2.3K (-$5)
Filed 2026-10-08
Thrivent Financial for Lutherans
DECREASED
Shares26,528 from 27,137
Change-609 (-2%)
Value$1.5M (-$170.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares24,259 from 20,460
Change+3,799 (+19%)
Value$1.4M (+$90.8K)
Filed 2026-10-13
Cadent Capital Advisors, LLC
DECREASED
Shares20,672 from 20,822
Change-150 (-1%)
Value$1.2M (-$112.5K)
Filed 2026-10-09
Augustine Asset Management Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.1M (-$99.8K)
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares18,279 from 18,279
Change0 (0%)
Value$1.0M (-$91.2K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
UNCHANGED
Shares17,850 from 17,850
Change0 (0%)
Value$1.0M (-$89.1K)
Filed 2026-10-28
Asempa Wealth Advisors
INCREASED
Shares15,166 from 15,144
Change+22 (+0%)
Value$867.0K (-$75.1K)
Filed 2026-10-07
Independent Financial Group, LLC
DECREASED
Shares11,050 from 12,410
Change-1,360 (-11%)
Value$632.3K (-$139.7K)
Filed 2026-10-13
Gallagher Capital Advisors, LLC
INCREASED
Shares9,745 from 9,677
Change+68 (+1%)
Value$557.6K (-$44.4K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares9,422 from 8,238
Change+1,184 (+14%)
Value$539.1K (+$26.6K)
Filed 2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED
Shares9,140 from 9,140
Change0 (0%)
Value$523.0K (-$45.6K)
Filed 2026-10-26
Patten & Patten Inc
UNCHANGED
Shares8,970 from 8,970
Change0 (0%)
Value$513.3K (-$44.8K)
Filed 2026-10-26
Belvedere Trading LLC
NEW
Shares8,838
Change+8,838
Value$505.7K
Filed 2026-11-05
Creative Planning
INCREASED
Shares8,463 from 8,431
Change+32 (+0%)
Value$484.3K (-$40.2K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares8,382 from 8,598
Change-216 (-3%)
Value$479.6K (-$55.3K)
Filed 2026-10-23
North Star Investment Management Corp.
DECREASED
Shares7,885 from 7,985
Change-100 (-1%)
Value$451.2K (-$45.6K)
Filed 2026-10-27
Oppenheimer & Co Inc
DECREASED
Shares7,697 from 7,956
Change-259 (-3%)
Value$440.4K (-$54.5K)
Filed 2026-10-26
Viewpoint Capital Management LLC
INCREASED
Shares7,030 from 4,590
Change+2,440 (+53%)
Value$402.3K (+$116.7K)
Filed 2026-10-27
Neville Rodie & Shaw Inc
UNCHANGED
Shares6,490 from 6,490
Change0 (0%)
Value$371 (-$33)
Filed 2026-10-05
Park Avenue Securities LLC
DECREASED
Shares6,308 from 6,804
Change-496 (-7%)
Value$361 (-$422.6K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares5,950 from 6,550
Change-600 (-9%)
Value$340.5K (-$67.0K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares5,881 from 8,025
Change-2,144 (-27%)
Value$336.5K (-$162.8K)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares5,554 from 5,552
Change+2 (+0%)
Value$317.8K (-$27.6K)
Filed 2026-10-09
QTR Family Wealth, LLC
INCREASED
Shares5,345 from 5,333
Change+12 (+0%)
Value$305.9K (-$25.9K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares5,203 from 5,184
Change+19 (+0%)
Value$297.7K (-$24.7K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
DECREASED
Shares5,145 from 6,028
Change-883 (-15%)
Value$294.4K (-$80.6K)
Filed 2026-10-16
Equity Investment Corp
NEW
Shares5,074
Change+5,074
Value$290.3K
Filed 2026-11-04
Cordoba Advisory Partners LLC
DECREASED
Shares4,693 from 7,076
Change-2,383 (-34%)
Value$268.8K (-$171.7K)
Filed 2026-10-19
Investment Research Partners LLC
UNCHANGED
Shares4,392 from 4,392
Change0 (0%)
Value$251.3K (-$21.9K)
Filed 2026-10-19
Heck Capital Advisors, LLC
NEW
Shares3,900
Change+3,900
Value$223.2K
Filed 2026-10-14
Avail Investment Partners, LLC
UNCHANGED
Shares3,893 from 3,893
Change0 (0%)
Value$222.8K (-$19.4K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares3,632 from 9,814
Change-6,182 (-63%)
Value$207.8K (-$402.7K)
Filed 2026-11-05
First Horizon Corp
UNCHANGED
Shares3,442 from 3,442
Change0 (0%)
Value$197.0K (-$17.2K)
Filed 2026-10-26
CX Institutional
DECREASED
Shares3,441 from 3,545
Change-104 (-3%)
Value$197 (-$24)
Filed 2026-10-02
Finley Financial, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$171.5K (-$15.1K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares1,889 from 1,704
Change+185 (+11%)
Value$108.1K (+$2.1K)
Filed 2026-10-08
AlphaCore Capital LLC
UNCHANGED
Shares1,734 from 1,734
Change0 (0%)
Value$99.2K (-$8.7K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares1,515 from 1,511
Change+4 (+0%)
Value$86.7K (-$7.3K)
Filed 2026-10-14
Parallel Advisors, LLC
NEW
Shares1,421
Change+1,421
Value$81.3K
Filed 2026-11-03
Bare Financial Services, Inc
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$78.7K (-$6.9K)
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares1,349 from 3,394
Change-2,045 (-60%)
Value$77.2K (-$134.0K)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$73.8K (-$6.4K)
Filed 2026-10-26
Toth Financial Advisory Corp
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$73.2K (-$6.4K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares1,265 from 1,943
Change-678 (-35%)
Value$72.4K (-$48.5K)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$63.6K (-$5.5K)
Filed 2026-10-22
City State Bank
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$60.1K (-$5.2K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares900
Change+900
Value$51.5K
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$41.5K (-$3.6K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
DECREASED
Shares670 from 5,614
Change-4,944 (-88%)
Value$38.4K (-$310.9K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$31.9K (-$2.8K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares515 from 513
Change+2 (+0%)
Value$29.5K (-$3.1K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$22.5K (-$2.0K)
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$20.6K (-$1.8K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
NEW
Shares327
Change+327
Value$18.7K
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$17.5K (-$1.5K)
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.2K (-$1.5K)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares294 from 292
Change+2 (+1%)
Value$16.9K (-$1.3K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$9.9K (-$1.1K)
Filed 2026-10-16
Community Financial Services Group, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$8.9K (-$970)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$8.5K (-$738)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
NEW
Shares108
Change+108
Value$6.2K
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$5.7K
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares81 from 96
Change-15 (-16%)
Value$4.6K (-$1.3K)
Filed 2026-11-04
Angeles Wealth Management, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$3.4K (-$294)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.5K (-$215)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.8K (-$160)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.1K (-$95)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$629 (-$55)
Filed 2026-10-23
Monument Capital Management
CLOSED
Shares0 from 92,951
Change-92,951 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-09
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 8,419
Change-8,419 (-100%)
Value$0 (-$523.7K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 5,371
Change-5,371 (-100%)
Value$0 (-$340.0K)
Filed 2026-10-27
Apollon Wealth Management, LLC
CLOSED
Shares0 from 3,880
Change-3,880 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
CLOSED
Shares0 from 3,312
Change-3,312 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-29
Sage Capital Management, LLC
CLOSED
Shares0 from 3,311
Change-3,311 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 3,232
Change-3,232 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,734
Change-1,734 (-100%)
Value$0 (-$109.9K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,316
Change-1,316 (-100%)
Value$0 (-$81.9K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-28
Simplex Trading, LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-04
Key Capital Management, Inc
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$995)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 555,302
Change-555,302 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 530,533
Change-530,533 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 394,972
Change-394,972 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 258,635
Change-258,635 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 252,179
Change-252,179 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 239,501
Change-239,501 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 158,274
Change-158,274 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 151,000
Change-151,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 111,541
Change-111,541 (-100%)
Value—
UBS Group AG
N/A
Shares— from 110,075
Change-110,075 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 81,487
Change-81,487 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 81,011
Change-81,011 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 72,049
Change-72,049 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 67,857
Change-67,857 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 63,829
Change-63,829 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 57,305
Change-57,305 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 49,343
Change-49,343 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 45,620
Change-45,620 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 42,649
Change-42,649 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 24,462
Change-24,462 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 24,035
Change-24,035 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,291
Change-21,291 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,678
Change-20,678 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,700
Change-16,700 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 14,292
Change-14,292 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,163
Change-13,163 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,623
Change-12,623 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,941
Change-10,941 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,639
Change-8,639 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,543
Change-7,543 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,421
Change-7,421 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
&partners
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 936
Change-936 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 833
Change-833 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 777
Change-777 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 532
Change-532 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 314
Change-314 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 300
Change-300 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 125
Change-125 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 59
Change-59 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
GW Henssler & Associates LTD
INCREASED193,899192,861+1,038+1%$12.0M$11.1M-$903.0K2026-10-26
Lido Advisors, LLC
INCREASED190,293190,193+100+0%$11.8M$10.9M-$943.3K2026-11-04
Truist Financial Corp
INCREASED153,171147,053+6,118+4%$9.1M$8.8M-$383.7K2026-10-30
US Bancorp \de\
DECREASED106,684116,841-10,157-9%$7.3M$6.1M-$1.2M2026-11-05
Commonwealth Equity Services, LLC
DECREASED67,58169,510-1,929-3%$4.3M$3.9M-$457.2K2026-11-02
KCM Investment Advisors LLC
DECREASED56,99857,254-2560%$3.6M$3.3M-$300.3K2026-10-27
Crestwood Advisors Group, LLC
DECREASED41,61642,416-800-2%$2.6M$2.4M-$257.4K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED40,08142,334-2,253-5%$2.6M$2.3K-$2.6M2026-11-02
Westwind Capital
INCREASED40,07636,934+3,142+9%$2.3K$2.3K-$52026-10-08
Thrivent Financial for Lutherans
DECREASED26,52827,137-609-2%$1.7M$1.5M-$170.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED24,25920,460+3,799+19%$1.3M$1.4M+$90.8K2026-10-13
Cadent Capital Advisors, LLC
DECREASED20,67220,822-150-1%$1.3M$1.2M-$112.5K2026-10-09
Augustine Asset Management Inc
UNCHANGED20,00020,00000%$1.2M$1.1M-$99.8K2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED18,27918,27900%$1.1M$1.0M-$91.2K2026-10-14
Heritage Wealth Management, Inc.
UNCHANGED17,85017,85000%$1.1M$1.0M-$89.1K2026-10-28
Asempa Wealth Advisors
INCREASED15,16615,144+22+0%$942.1K$867.0K-$75.1K2026-10-07
Independent Financial Group, LLC
DECREASED11,05012,410-1,360-11%$772.0K$632.3K-$139.7K2026-10-13
Gallagher Capital Advisors, LLC
INCREASED9,7459,677+68+1%$602.0K$557.6K-$44.4K2026-10-09
Larson Financial Group LLC
INCREASED9,4228,238+1,184+14%$512.5K$539.1K+$26.6K2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED9,1409,14000%$568.6K$523.0K-$45.6K2026-10-26
Patten & Patten Inc
UNCHANGED8,9708,97000%$558.0K$513.3K-$44.8K2026-10-26
Belvedere Trading LLC
NEW8,838—+8,838——$505.7K—2026-11-05
Creative Planning
INCREASED8,4638,431+32+0%$524.5K$484.3K-$40.2K2026-11-02
Sigma Planning Corp
DECREASED8,3828,598-216-3%$534.9K$479.6K-$55.3K2026-10-23
North Star Investment Management Corp.
DECREASED7,8857,985-100-1%$496.7K$451.2K-$45.6K2026-10-27
Oppenheimer & Co Inc
DECREASED7,6977,956-259-3%$494.9K$440.4K-$54.5K2026-10-26
Viewpoint Capital Management LLC
INCREASED7,0304,590+2,440+53%$285.5K$402.3K+$116.7K2026-10-27
Neville Rodie & Shaw Inc
UNCHANGED6,4906,49000%$404$371-$332026-10-05
Park Avenue Securities LLC
DECREASED6,3086,804-496-7%$423.0K$361-$422.6K2026-10-26
Fiduciary Alliance LLC
DECREASED5,9506,550-600-9%$407.5K$340.5K-$67.0K2026-10-13
Ellis Investment Partners, LLC
DECREASED5,8818,025-2,144-27%$499.3K$336.5K-$162.8K2026-10-21
Breakwater Capital Group
INCREASED5,5545,552+2+0%$345.4K$317.8K-$27.6K2026-10-09
QTR Family Wealth, LLC
INCREASED5,3455,333+12+0%$331.8K$305.9K-$25.9K2026-11-02
PFG Advisors
INCREASED5,2035,184+19+0%$322.5K$297.7K-$24.7K2026-10-16
Concurrent Investment Advisors, LLC
DECREASED5,1456,028-883-15%$375.0K$294.4K-$80.6K2026-10-16
Equity Investment Corp
NEW5,074—+5,074——$290.3K—2026-11-04
Cordoba Advisory Partners LLC
DECREASED4,6937,076-2,383-34%$440.5K$268.8K-$171.7K2026-10-19
Investment Research Partners LLC
UNCHANGED4,3924,39200%$273.2K$251.3K-$21.9K2026-10-19
Heck Capital Advisors, LLC
NEW3,900—+3,900——$223.2K—2026-10-14
Avail Investment Partners, LLC
UNCHANGED3,8933,89300%$242.2K$222.8K-$19.4K2026-10-16
Fifth Third Bancorp
DECREASED3,6329,814-6,182-63%$610.5K$207.8K-$402.7K2026-11-05
First Horizon Corp
UNCHANGED3,4423,44200%$214.1K$197.0K-$17.2K2026-10-26
CX Institutional
DECREASED3,4413,545-104-3%$221$197-$242026-10-02
Finley Financial, LLC
UNCHANGED3,0003,00000%$186.6K$171.5K-$15.1K2026-10-28
CoreCap Advisors, LLC
INCREASED1,8891,704+185+11%$106.0K$108.1K+$2.1K2026-10-08
AlphaCore Capital LLC
UNCHANGED1,7341,73400%$107.9K$99.2K-$8.7K2026-11-04
Triumph Capital Management
INCREASED1,5151,511+4+0%$94.0K$86.7K-$7.3K2026-10-14
Parallel Advisors, LLC
NEW1,421—+1,421——$81.3K—2026-11-03
Bare Financial Services, Inc
UNCHANGED1,3761,37600%$85.6K$78.7K-$6.9K2026-11-04
Gen-Wealth Partners Inc
DECREASED1,3493,394-2,045-60%$211.2K$77.2K-$134.0K2026-11-04
Lanark Financial, Inc.
UNCHANGED1,2901,29000%$80.3K$73.8K-$6.4K2026-10-26
Toth Financial Advisory Corp
UNCHANGED1,2801,28000%$79.6K$73.2K-$6.4K2026-10-08
Farther Finance Advisors, LLC
DECREASED1,2651,943-678-35%$120.9K$72.4K-$48.5K2026-10-08
Barrett & Company, Inc.
UNCHANGED1,1111,11100%$69.1K$63.6K-$5.5K2026-10-22
City State Bank
UNCHANGED1,0501,05000%$65.3K$60.1K-$5.2K2026-10-20
Root Financial Partners, LLC
NEW900—+900——$51.5K—2026-10-21
Spire Wealth Management
UNCHANGED72572500%$45.1K$41.5K-$3.6K2026-10-30
Comprehensive Financial Planning, Inc.
DECREASED6705,614-4,944-88%$349.2K$38.4K-$310.9K2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED55755700%$34.7K$31.9K-$2.8K2026-11-03
Bullock Wealth Management Group
INCREASED515513+2+0%$32.5K$29.5K-$3.1K2026-10-09
Capital Investment Advisory Services, LLC
UNCHANGED39439400%$24.5K$22.5K-$2.0K2026-10-30
Oakworth Capital, Inc.
UNCHANGED36036000%$22.4K$20.6K-$1.8K2026-10-26
Wilmington Savings Fund Society, FSB
NEW327—+327——$18.7K—2026-10-23
Caldwell Trust Co
UNCHANGED30530500%$19.0K$17.5K-$1.5K2026-10-30
Register Financial Advisors LLC
UNCHANGED30030000%$18.7K$17.2K-$1.5K2026-10-23
Golden State Wealth Management, LLC
INCREASED294292+2+1%$18.2K$16.9K-$1.3K2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED17417400%$11.0K$9.9K-$1.1K2026-10-16
Community Financial Services Group, LLC
UNCHANGED15615600%$9.9K$8.9K-$9702026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED14814800%$9.2K$8.5K-$7382026-10-16
Allspring Global Investments Holdings, LLC
NEW108—+108——$6.2K—2026-11-04
Latitude Advisors, LLC
NEW100—+100——$5.7K—2026-10-27
Citigroup Inc
DECREASED8196-15-16%$6.0K$4.6K-$1.3K2026-11-04
Angeles Wealth Management, LLC
UNCHANGED595900%$3.7K$3.4K-$2942026-10-26
Compass Financial Management LLC
UNCHANGED434300%$2.7K$2.5K-$2152026-10-30
Assetmark, Inc
UNCHANGED323200%$2.0K$1.8K-$1602026-10-21
Key FInancial Inc
UNCHANGED191900%$1.2K$1.1K-$952026-11-02
Signaturefd, LLC
UNCHANGED111100%$684$629-$552026-10-23
Monument Capital Management
CLOSED092,951-92,951-100%$5.8M$0-$5.8M2026-10-09
Vanguard Capital Wealth Advisors
CLOSED08,419-8,419-100%$523.7K$0-$523.7K2026-10-16
Chicago Partners Investment Group LLC
CLOSED05,371-5,371-100%$340.0K$0-$340.0K2026-10-27
Apollon Wealth Management, LLC
CLOSED03,880-3,880-100%$241.4K$0-$241.4K2026-10-23
Woodmont Investment Counsel LLC
CLOSED03,312-3,312-100%$206.0K$0-$206.0K2026-10-29
Sage Capital Management, LLC
CLOSED03,311-3,311-100%$206.1K$0-$206.1K2026-10-20
Wealthcare Advisory Partners LLC
CLOSED03,232-3,232-100%$201.1K$0-$201.1K2026-10-21
International Assets Investment Management, LLC
CLOSED01,734-1,734-100%$109.9K$0-$109.9K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,316-1,316-100%$81.9K$0-$81.9K2026-10-15
MCF Advisors LLC
CLOSED0100-100-100%$6.2K$0-$6.2K2026-10-28
Simplex Trading, LLC
CLOSED098-98-100%$6.1K$0-$6.1K2026-11-04
Key Capital Management, Inc
CLOSED016-16-100%$995$0-$9952026-11-03
Bank of America Corp
N/A—555,302-555,302-100%$34.5M———
Wells Fargo & Company
N/A—530,533-530,533-100%$33.0M———
JPMorgan Chase & Co
N/A—394,972-394,972-100%$24.7M———
Morgan Stanley
N/A—258,635-258,635-100%$16.1M———
Royal Bank of Canada
N/A—252,179-252,179-100%$15.7M———
LPL Financial LLC
N/A—239,501-239,501-100%$14.9M———
Raymond James Financial Inc
N/A—158,274-158,274-100%$9.8M———
BNP Paribas Financial Markets
N/A—151,000-151,000-100%$9.4M———
Goldman Sachs Group Inc
N/A—111,541-111,541-100%$6.9M———
UBS Group AG
N/A—110,075-110,075-100%$6.8M———
Jones Financial Companies Lllp
N/A—81,487-81,487-100%$5.1M———
Steward Partners Investment Advisory, LLC
N/A—81,011-81,011-100%$5.0M———
Ameriprise Financial Inc
N/A—72,049-72,049-100%$4.5M———
Equitable Holdings, Inc.
N/A—67,857-67,857-100%$4.2M———
Martin & Co Inc
N/A—63,829-63,829-100%$4.0M———
Cetera Investment Advisers
N/A—57,305-57,305-100%$3.6M———
Osaic Holdings, Inc.
N/A—49,343-49,343-100%$3.1M———
Pathstone Holdings, LLC
N/A—45,620-45,620-100%$2.8M———
Game Plan Financial Advisors, LLC
N/A—42,649-42,649-100%$2.7M———
Janney Montgomery Scott LLC
N/A—24,462-24,462-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—24,035-24,035-100%$1.5M———
Rockefeller Capital Management L.P.
N/A—21,291-21,291-100%$1.3M———
Envestnet Asset Management Inc
N/A—20,678-20,678-100%$1.3M———
Cutler Capital Management, LLC
N/A—18,000-18,000-100%$1.1M———
Stifel Financial Corp
N/A—16,700-16,700-100%$1.0M———
Dakota Wealth Management
N/A—16,600-16,600-100%$1.0M———
Transcend Capital Advisors, LLC
N/A—14,500-14,500-100%$902.0K———
Quantinno Capital Management LP
N/A—14,292-14,292-100%$889.1K———
Susquehanna International Group, LLP
N/A—13,163-13,163-100%$818.9K———
SCS Capital Management LLC
N/A—12,623-12,623-100%$785.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—11,305-11,305-100%$703.3K———
Moneta Group Investment Advisors LLC
N/A—10,941-10,941-100%$680.7K———
Stephens Inc
N/A—9,739-9,739-100%$605.9K———
Northwestern Mutual Wealth Management Co
N/A—8,639-8,639-100%$537.5K———
Jane Street Group, LLC
N/A—8,054-8,054-100%$501.0K———
Pinnacle Financial Partners, Inc.
N/A—7,543-7,543-100%$469.3K———
AQR Capital Management LLC
N/A—7,421-7,421-100%$461.7K———
Thoroughbred Financial Services, LLC
N/A—7,280-7,280-100%$452.0K———
HighTower Advisors, LLC
N/A—6,943-6,943-100%$431.9K———
Snowden Capital Advisors LLC
N/A—5,430-5,430-100%$337.8K———
Joel Isaacson & Co., LLC
N/A—4,820-4,820-100%$299.9K———
XTX Topco Ltd
N/A—4,491-4,491-100%$279.4K———
LRI Investments, LLC
N/A—4,450-4,450-100%$276.8K———
&partners
N/A—4,406-4,406-100%$274.1K———
Kingsview Wealth Management, LLC
N/A—4,126-4,126-100%$256.7K———
Sand Hill Global Advisors, LLC
N/A—4,090-4,090-100%$254.4K———
Pettyjohn, Wood & White, Inc
N/A—4,055-4,055-100%$252.3K———
FLC Capital Advisors
N/A—3,876-3,876-100%$241.1K———
CIBC World Market Inc.
N/A—3,862-3,862-100%$240.3K———
IFG Advisory, LLC
N/A—3,815-3,815-100%$237.3K———
Cerity Partners LLC
N/A—3,583-3,583-100%$222.9K———
Merit Financial Group, LLC
N/A—3,517-3,517-100%$218.8K———
HRT Financial LP
N/A—3,388-3,388-100%$210.0K———
Sequoia Financial Advisors, LLC
N/A—3,276-3,276-100%$203.8K———
Advisory Services Network, LLC
N/A—3,241-3,241-100%$201.6K———
Arax Advisory Partners
N/A—2,980-2,980-100%$185.4K———
PNC Financial Services Group, Inc.
N/A—2,569-2,569-100%$159.8K———
Cardiff Park Advisors, LLC
N/A—2,473-2,473-100%$153.8K———
NewEdge Advisors, LLC
N/A—2,250-2,250-100%$139.9K———
National Bank of Canada
N/A—2,150-2,150-100%$133.7K———
FMR LLC
N/A—2,112-2,112-100%$131.4K———
Medallion Wealth Advisors, LLC
N/A—1,937-1,937-100%$120.5K———
Luken Investment Analytics, LLC
N/A—1,750-1,750-100%$108.9K———
Blair William & Co
N/A—1,567-1,567-100%$97.5K———
BlackRock, Inc.
N/A—1,132-1,132-100%$70.4K———
Kerr Financial Planning Corp
N/A—1,000-1,000-100%$62.2K———
Ameriflex Group, Inc.
N/A—936-936-100%$58.2K———
Allworth Financial LP
N/A—833-833-100%$51.8K———
SHP Wealth Management
N/A—777-777-100%$48.3K———
Global Retirement Partners, LLC
N/A—720-720-100%$44.8K———
Bartlett & Co. Wealth Management LLC
N/A—663-663-100%$41.2K———
Bank of Montreal
N/A—532-532-100%$33.1K———
Quent Capital, LLC
N/A—445-445-100%$27.7K———
Founders Financial Alliance, LLC
N/A—396-396-100%$24.6K———
Darwin Wealth Management, LLC
N/A—392-392-100%$24.4K———
Bogart Wealth, LLC
N/A—351-351-100%$21.8K———
Kilter Group LLC
N/A—340-340-100%$21.2K———
N.E.W. Advisory Services LLC
N/A—327-327-100%$20.3K———
Geneos Wealth Management Inc.
N/A—314-314-100%$19.5K———
Wellington-Altus USA Inc.
N/A—300-300-100%$16.2K———
Federation des caisses Desjardins du Quebec
N/A—300-300-100%$18.7K———
O'shaughnessy Asset Management, LLC
N/A—283-283-100%$17.6K———
Clearstead Advisors, LLC
N/A—275-275-100%$17.1K———
Harbour Investments, Inc.
N/A—200-200-100%$12.4K———
HighMark Wealth Management LLC
N/A—200-200-100%$12.4K———
AE Wealth Management LLC
N/A—195-195-100%$12.1K———
SOA Wealth Advisors, Llc.
N/A—166-166-100%$10.4K———
Fiduciary Financial Advisors
N/A—125-125-100%$7.8K———
HHM Wealth Advisors, LLC
N/A—85-85-100%$5.3K———
SummitTX Capital, L.P.
N/A—59-59-100%$3.7K———
UBS Asset Management Americas LLC
N/A—32-32-100%$2.0K———
BFC Planning, Inc.
N/A—15-15-100%$933———
Russell Investments Group, Ltd.
N/A—1-1-100%$62———
Logan Capital Management Inc
N/A—1-1-100%$40———
Showing 183 of 183 institutions