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Ishares U.S. Insurance ETF (IAK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Schorn Wealth LLC
INCREASED
Shares70,116 from 66,477
Change+3,639 (+5%)
Value$9.5M (+$161.6K)
Filed 2026-10-14
LEE Danner & Bass Inc
DECREASED
Shares33,175 from 33,880
Change-705 (-2%)
Value$4.5M (-$264.6K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares29,915 from 28,550
Change+1,365 (+5%)
Value$4.1M (+$42.6K)
Filed 2026-11-03
Carota Wealth Management
NEW
Shares28,336
Change+28,336
Value$3.8M
Filed 2026-11-03
SP Asset Management LLC
INCREASED
Shares19,143 from 19,114
Change+29 (+0%)
Value$2.6M (-$91.4K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares14,558 from 14,524
Change+34 (+0%)
Value$2.0M (-$67.9K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares13,416 from 13,490
Change-74 (-1%)
Value$1.8M (-$77.3K)
Filed 2026-10-16
Leuthold Group, LLC
INCREASED
Shares12,794 from 8,446
Change+4,348 (+51%)
Value$1.7M (+$547.3K)
Filed 2026-11-04
Truist Financial Corp
NEW
Shares11,690
Change+11,690
Value$1.6M
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,273 from 11,342
Change-1,069 (-9%)
Value$1.4K (-$1.6M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares9,356 from 9,496
Change-140 (-1%)
Value$1.3M (-$66.5K)
Filed 2026-10-30
D.A. Davidson & Co.
NEW
Shares8,472
Change+8,472
Value$1.1M
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares8,329 from 8,881
Change-552 (-6%)
Value$1.1M (-$119.2K)
Filed 2026-11-04
Cullen T Bankers, Inc.
NEW
Shares6,165
Change+6,165
Value$835.8K
Filed 2026-10-28
Genesee Capital Advisors, LLC
DECREASED
Shares5,871 from 6,304
Change-433 (-7%)
Value$795.9K (-$90.2K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED
Shares4,343 from 4,325
Change+18 (+0%)
Value$588.8K (-$19.2K)
Filed 2026-10-15
US Bancorp \de\
UNCHANGED
Shares4,227 from 4,227
Change0 (0%)
Value$573.1K (-$21.1K)
Filed 2026-11-05
Redwood Financial Network Corp
DECREASED
Shares3,849 from 3,955
Change-106 (-3%)
Value$521.8K (-$34.1K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares3,813 from 3,717
Change+96 (+3%)
Value$541.8K (+$19.3K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares3,672 from 2,127
Change+1,545 (+73%)
Value$497.8K (+$198.8K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares3,585 from 721
Change+2,864 (+397%)
Value$486.0K (+$384.7K)
Filed 2026-11-03
Independent Financial Group, LLC
NEW
Shares3,250
Change+3,250
Value$440.6K
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares3,060 from 2,590
Change+470 (+18%)
Value$414.8K (+$50.8K)
Filed 2026-11-05
Sonata Capital Group Inc
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$413.5K (-$15.2K)
Filed 2026-10-19
Csenge Advisory Group
UNCHANGED
Shares2,786 from 2,786
Change0 (0%)
Value$377.7K (-$13.9K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,766 from 3,157
Change-391 (-12%)
Value$390.3K (-$70.1K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares2,385 from 2,574
Change-189 (-7%)
Value$323.4K (-$38.4K)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
NEW
Shares2,280
Change+2,280
Value$309.1K
Filed 2026-11-03
Concurrent Investment Advisors, LLC
NEW
Shares2,157
Change+2,157
Value$292.4K
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$276.3K (-$10.2K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares1,787 from 7,635
Change-5,848 (-77%)
Value$242.3K (-$830.9K)
Filed 2026-10-22
Sowell Financial Services LLC
UNCHANGED
Shares1,762 from 1,762
Change0 (0%)
Value$238.8K (-$8.8K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
DECREASED
Shares1,659 from 1,905
Change-246 (-13%)
Value$224.9K (-$42.9K)
Filed 2026-10-05
Councilmark Asset Management, LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$220.3K (-$8.1K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares1,533 from 1,601
Change-68 (-4%)
Value$228.2K (+$3.0K)
Filed 2026-11-04
Jessup Wealth Management, Inc
NEW
Shares1,490
Change+1,490
Value$202.0K
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares1,479 from 2,165
Change-686 (-32%)
Value$200.5K (-$103.8K)
Filed 2026-11-02
Krilogy Financial LLC
NEW
Shares1,460
Change+1,460
Value$206.9K
Filed 2026-10-13
Lanark Financial, Inc.
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$106.4K (-$3.9K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares754 from 751
Change+3 (+0%)
Value$102.2K (-$3.4K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares579 from 729
Change-150 (-21%)
Value$78.5K (-$24.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares447 from 333
Change+114 (+34%)
Value$60.6K (+$13.8K)
Filed 2026-10-08
Rydar Equities, Inc.
NEW
Shares412
Change+412
Value$57.0K
Filed 2026-10-13
Redwood Park Advisors LLC
INCREASED
Shares324 from 323
Change+1 (+0%)
Value$43.9K (-$1.5K)
Filed 2026-11-02
Financial Consulate, Inc
INCREASED
Shares266 from 265
Change+1 (+0%)
Value$36.1K (-$1.2K)
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$33.9K (-$1.2K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares246
Change+246
Value$33.3K
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares159 from 158
Change+1 (+1%)
Value$21.5K (-$713)
Filed 2026-10-07
Team Financial Group, LLC
NEW
Shares110
Change+110
Value$14.9K
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.6K (-$499)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
NEW
Shares76
Change+76
Value$10.4K
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares53
Change+53
Value$7.2K
Filed 2026-10-13
Duncker Streett & Co Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$7.2K (-$265)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.8K (-$214)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.4K (-$199)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$5.0K (-$185)
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares29 from 472
Change-443 (-94%)
Value$3.9K (-$62.4K)
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.5K (-$117)
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares22
Change+22
Value$3.0K
Filed 2026-11-04
Fifth Third Bancorp
NEW
Shares18
Change+18
Value$2.5K
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares12 from 17
Change-5 (-29%)
Value$1.6K (-$758)
Filed 2026-10-08
Tsfg, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1 ($0)
Filed 2026-10-23
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 3,350
Change-3,350 (-100%)
Value$0 (-$470.9K)
Filed 2026-10-28
Oppenheimer & Co Inc
CLOSED
Shares0 from 3,298
Change-3,298 (-100%)
Value$0 (-$463.6K)
Filed 2026-10-26
Glenview Trust Co
CLOSED
Shares0 from 2,350
Change-2,350 (-100%)
Value$0 (-$330.3K)
Filed 2026-10-28
Lido Advisors, LLC
CLOSED
Shares0 from 2,006
Change-2,006 (-100%)
Value$0 (-$282.0K)
Filed 2026-11-04
Griffin Asset Management, Inc.
CLOSED
Shares0 from 1,512
Change-1,512 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-22
Kestra Advisory Services, LLC
CLOSED
Shares0 from 1,498
Change-1,498 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-02
Y.D. More Investments Ltd
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$88.6K)
Filed 2026-11-02
Blue Trust, Inc.
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$57.3K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$32.1K)
Filed 2026-11-02
Highline Wealth Partners LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-19
Bulwark Capital Corp
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-13
Kingdom Financial Group Llc.
UNCHANGED
Shares0 from 0
Change0
Value$30 (-$1)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 177,253
Change-177,253 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 114,300
Change-114,300 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 80,351
Change-80,351 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 58,386
Change-58,386 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 38,276
Change-38,276 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 37,023
Change-37,023 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 35,358
Change-35,358 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 31,100
Change-31,100 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,351
Change-30,351 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,745
Change-29,745 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 29,022
Change-29,022 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 28,998
Change-28,998 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 28,697
Change-28,697 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,890
Change-26,890 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 25,025
Change-25,025 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 24,964
Change-24,964 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 20,523
Change-20,523 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,345
Change-17,345 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 17,318
Change-17,318 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 17,251
Change-17,251 (-100%)
Value—
UBS Group AG
N/A
Shares— from 16,441
Change-16,441 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,367
Change-15,367 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,110
Change-15,110 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,223
Change-13,223 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 12,899
Change-12,899 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,041
Change-12,041 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 11,810
Change-11,810 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 11,471
Change-11,471 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 11,039
Change-11,039 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,428
Change-10,428 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,038
Change-9,038 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,914
Change-7,914 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
&partners
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 995
Change-995 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 986
Change-986 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 773
Change-773 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 407
Change-407 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 332
Change-332 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 48
Change-48 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Blair William & Co
N/A
Shares— from 22
Change-22 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Schorn Wealth LLC
INCREASED70,11666,477+3,639+5%$9.3M$9.5M+$161.6K2026-10-14
LEE Danner & Bass Inc
DECREASED33,17533,880-705-2%$4.8M$4.5M-$264.6K2026-10-27
RFG Advisory, LLC
INCREASED29,91528,550+1,365+5%$4.0M$4.1M+$42.6K2026-11-03
Carota Wealth Management
NEW28,336—+28,336——$3.8M—2026-11-03
SP Asset Management LLC
INCREASED19,14319,114+29+0%$2.7M$2.6M-$91.4K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED14,55814,524+34+0%$2.0M$2.0M-$67.9K2026-11-05
PFG Advisors
DECREASED13,41613,490-74-1%$1.9M$1.8M-$77.3K2026-10-16
Leuthold Group, LLC
INCREASED12,7948,446+4,348+51%$1.2M$1.7M+$547.3K2026-11-04
Truist Financial Corp
NEW11,690—+11,690——$1.6M—2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED10,27311,342-1,069-9%$1.6M$1.4K-$1.6M2026-11-02
Kestra Private Wealth Services, LLC
DECREASED9,3569,496-140-1%$1.3M$1.3M-$66.5K2026-10-30
D.A. Davidson & Co.
NEW8,472—+8,472——$1.1M—2026-10-28
AlphaCore Capital LLC
DECREASED8,3298,881-552-6%$1.2M$1.1M-$119.2K2026-11-04
Cullen T Bankers, Inc.
NEW6,165—+6,165——$835.8K—2026-10-28
Genesee Capital Advisors, LLC
DECREASED5,8716,304-433-7%$886.1K$795.9K-$90.2K2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED4,3434,325+18+0%$608.0K$588.8K-$19.2K2026-10-15
US Bancorp \de\
UNCHANGED4,2274,22700%$594.1K$573.1K-$21.1K2026-11-05
Redwood Financial Network Corp
DECREASED3,8493,955-106-3%$555.9K$521.8K-$34.1K2026-11-03
AdvisorNet Financial, Inc
INCREASED3,8133,717+96+3%$522.5K$541.8K+$19.3K2026-10-15
Creative Planning
INCREASED3,6722,127+1,545+73%$299.0K$497.8K+$198.8K2026-11-02
Parallel Advisors, LLC
INCREASED3,585721+2,864+397%$101.3K$486.0K+$384.7K2026-11-03
Independent Financial Group, LLC
NEW3,250—+3,250——$440.6K—2026-10-13
Larson Financial Group LLC
INCREASED3,0602,590+470+18%$364.1K$414.8K+$50.8K2026-11-05
Sonata Capital Group Inc
UNCHANGED3,0503,05000%$428.7K$413.5K-$15.2K2026-10-19
Csenge Advisory Group
UNCHANGED2,7862,78600%$391.6K$377.7K-$13.9K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED2,7663,157-391-12%$460.5K$390.3K-$70.1K2026-10-13
Spire Wealth Management
DECREASED2,3852,574-189-7%$361.8K$323.4K-$38.4K2026-10-30
Mirae Asset Global Investments Co., Ltd.
NEW2,280—+2,280——$309.1K—2026-11-03
Concurrent Investment Advisors, LLC
NEW2,157—+2,157——$292.4K—2026-10-16
First Horizon Corp
UNCHANGED2,0382,03800%$286.5K$276.3K-$10.2K2026-10-26
Perigon Wealth Management, LLC
DECREASED1,7877,635-5,848-77%$1.1M$242.3K-$830.9K2026-10-22
Sowell Financial Services LLC
UNCHANGED1,7621,76200%$247.6K$238.8K-$8.8K2026-10-23
Ferguson Wellman Capital Management, Inc
DECREASED1,6591,905-246-13%$267.8K$224.9K-$42.9K2026-10-05
Councilmark Asset Management, LLC
UNCHANGED1,6251,62500%$228.4K$220.3K-$8.1K2026-10-20
Prospera Financial Services Inc
DECREASED1,5331,601-68-4%$225.1K$228.2K+$3.0K2026-11-04
Jessup Wealth Management, Inc
NEW1,490—+1,490——$202.0K—2026-10-20
Commonwealth Equity Services, LLC
DECREASED1,4792,165-686-32%$304.3K$200.5K-$103.8K2026-11-02
Krilogy Financial LLC
NEW1,460—+1,460——$206.9K—2026-10-13
Lanark Financial, Inc.
UNCHANGED78578500%$110.3K$106.4K-$3.9K2026-10-26
Harbor Asset Planning, Inc.
INCREASED754751+3+0%$105.6K$102.2K-$3.4K2026-10-23
Private Trust Co NA
DECREASED579729-150-21%$102.5K$78.5K-$24.0K2026-10-20
Farther Finance Advisors, LLC
INCREASED447333+114+34%$46.8K$60.6K+$13.8K2026-10-08
Rydar Equities, Inc.
NEW412—+412——$57.0K—2026-10-13
Redwood Park Advisors LLC
INCREASED324323+1+0%$45.4K$43.9K-$1.5K2026-11-02
Financial Consulate, Inc
INCREASED266265+1+0%$37.3K$36.1K-$1.2K2026-10-23
Trust Co of Vermont
UNCHANGED25025000%$35.1K$33.9K-$1.2K2026-10-21
Ascentis Independent Advisors
NEW246—+246——$33.3K—2026-11-03
Elevation Wealth Partners, LLC
INCREASED159158+1+1%$22.2K$21.5K-$7132026-10-07
Team Financial Group, LLC
NEW110—+110——$14.9K—2026-10-30
Creative Financial Designs Inc
UNCHANGED10010000%$14.1K$13.6K-$4992026-11-04
Allspring Global Investments Holdings, LLC
NEW76—+76——$10.4K—2026-11-04
Clayton Financial Group LLC
NEW53—+53——$7.2K—2026-10-13
Duncker Streett & Co Inc
UNCHANGED535300%$7.5K$7.2K-$2652026-10-27
IFP Advisors, Inc
UNCHANGED434300%$6.0K$5.8K-$2142026-10-16
Princeton Global Asset Management LLC
UNCHANGED404000%$5.6K$5.4K-$1992026-10-21
Nfsg Corp
UNCHANGED373700%$5.2K$5.0K-$1852026-10-15
Compass Financial Management LLC
DECREASED29472-443-94%$66.3K$3.9K-$62.4K2026-10-30
High Note Wealth, LLC
UNCHANGED262600%$3.7K$3.5K-$1172026-10-27
Simplex Trading, LLC
NEW22—+22——$3.0K—2026-11-04
Fifth Third Bancorp
NEW18—+18——$2.5K—2026-11-05
CoreCap Advisors, LLC
DECREASED1217-5-29%$2.4K$1.6K-$7582026-10-08
Tsfg, LLC
UNCHANGED8800%$1$1$02026-10-23
Primoris Wealth Advisors, LLC
CLOSED03,350-3,350-100%$470.9K$0-$470.9K2026-10-28
Oppenheimer & Co Inc
CLOSED03,298-3,298-100%$463.6K$0-$463.6K2026-10-26
Glenview Trust Co
CLOSED02,350-2,350-100%$330.3K$0-$330.3K2026-10-28
Lido Advisors, LLC
CLOSED02,006-2,006-100%$282.0K$0-$282.0K2026-11-04
Griffin Asset Management, Inc.
CLOSED01,512-1,512-100%$212.5K$0-$212.5K2026-10-22
Kestra Advisory Services, LLC
CLOSED01,498-1,498-100%$210.6K$0-$210.6K2026-11-02
Y.D. More Investments Ltd
CLOSED0630-630-100%$88.6K$0-$88.6K2026-11-02
Blue Trust, Inc.
CLOSED0407-407-100%$57.3K$0-$57.3K2026-10-15
International Assets Investment Management, LLC
CLOSED0225-225-100%$32.1K$0-$32.1K2026-11-02
Highline Wealth Partners LLC
CLOSED0100-100-100%$14.1K$0-$14.1K2026-10-19
Bulwark Capital Corp
CLOSED039-39-100%$5.5K$0-$5.5K2026-10-13
Kingdom Financial Group Llc.
UNCHANGED000—$31$30-$12026-11-04
Morgan Stanley
N/A—177,253-177,253-100%$24.9M———
LPL Financial LLC
N/A—114,300-114,300-100%$16.1M———
Wells Fargo & Company
N/A—80,351-80,351-100%$11.3M———
Legend Financial Advisors, Inc.
N/A—58,386-58,386-100%$8.2M———
BNP Paribas Financial Markets
N/A—50,000-50,000-100%$7.0M———
Bank of America Corp
N/A—38,276-38,276-100%$5.4M———
Citadel Advisors LLC
N/A—37,023-37,023-100%$5.2M———
Goldman Sachs Group Inc
N/A—35,358-35,358-100%$5.0M———
Two Sigma Investments, LP
N/A—31,100-31,100-100%$4.4M———
Janney Montgomery Scott LLC
N/A—30,351-30,351-100%$4.3M———
Cetera Investment Advisers
N/A—29,745-29,745-100%$4.2M———
Martin & Co Inc
N/A—29,022-29,022-100%$4.1M———
Millennium Management LLC
N/A—28,998-28,998-100%$4.1M———
Raymond James Financial Inc
N/A—28,697-28,697-100%$4.0M———
Stifel Financial Corp
N/A—26,890-26,890-100%$3.8M———
Fortis Group Advisors, LLC
N/A—25,025-25,025-100%$3.5M———
Federation des caisses Desjardins du Quebec
N/A—24,964-24,964-100%$3.5M———
Baird Financial Group, Inc.
N/A—20,523-20,523-100%$2.9M———
Advisory Services Network, LLC
N/A—17,345-17,345-100%$2.4M———
Hills Bank & Trust Co
N/A—17,318-17,318-100%$2.4M———
Northstar Financial Companies, Inc.
N/A—17,251-17,251-100%$2.4M———
UBS Group AG
N/A—16,441-16,441-100%$2.3M———
Royal Bank of Canada
N/A—15,367-15,367-100%$2.2M———
Foundations Investment Advisors, LLC
N/A—15,110-15,110-100%$2.1M———
Osaic Holdings, Inc.
N/A—13,223-13,223-100%$1.9M———
Stonebridge Financial Planning Group, LLC
N/A—12,899-12,899-100%$1.8M———
HighTower Advisors, LLC
N/A—12,041-12,041-100%$1.7M———
Anchor Bay Capital, Inc.
N/A—11,810-11,810-100%$1.7M———
Delos Wealth Advisors, LLC
N/A—11,471-11,471-100%$1.6M———
CIBC World Market Inc.
N/A—11,039-11,039-100%$1.6M———
Equitable Holdings, Inc.
N/A—10,428-10,428-100%$1.5M———
Financial Sense Advisors, Inc.
N/A—10,000-10,000-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—9,038-9,038-100%$1.3M———
Geneos Wealth Management Inc.
N/A—8,514-8,514-100%$1.2M———
Belpointe Asset Management LLC
N/A—7,914-7,914-100%$1.1M———
Arkadios Wealth Advisors
N/A—7,851-7,851-100%$1.1M———
Mutual Advisors, LLC
N/A—5,698-5,698-100%$800.9K———
Allworth Financial LP
N/A—5,570-5,570-100%$782.9K———
&partners
N/A—5,460-5,460-100%$767.5K———
Susquehanna International Group, LLP
N/A—5,295-5,295-100%$744.3K———
Jones Financial Companies Lllp
N/A—5,248-5,248-100%$742.4K———
Private Advisor Group, LLC
N/A—5,221-5,221-100%$733.9K———
IFG Advisory, LLC
N/A—5,167-5,167-100%$726.2K———
Sfmg, LLC
N/A—4,682-4,682-100%$658.1K———
Qube Research & Technologies Ltd
N/A—4,400-4,400-100%$618.5K———
Composition Wealth, LLC
N/A—4,090-4,090-100%$575.0K———
Cardiff Park Advisors, LLC
N/A—3,500-3,500-100%$492.0K———
Stephens Inc
N/A—3,350-3,350-100%$470.8K———
KKM Financial LLC
N/A—3,152-3,152-100%$443.0K———
FMR LLC
N/A—3,130-3,130-100%$439.9K———
GTS Securities LLC
N/A—3,057-3,057-100%$429.7K———
Bank of Montreal
N/A—2,932-2,932-100%$412.1K———
Maridea Wealth Management LLC
N/A—2,862-2,862-100%$402.3K———
Envestnet Asset Management Inc
N/A—2,823-2,823-100%$396.7K———
Jane Street Group, LLC
N/A—2,563-2,563-100%$360.3K———
Bank Hapoalim BM
N/A—2,520-2,520-100%$354.0K———
Bramshill Investments, LLC
N/A—2,500-2,500-100%$351.4K———
Rockefeller Capital Management L.P.
N/A—2,367-2,367-100%$332.8K———
Summit Financial, LLC
N/A—2,192-2,192-100%$308.1K———
Aptus Capital Advisors, LLC
N/A—2,186-2,186-100%$307.3K———
XTX Topco Ltd
N/A—2,158-2,158-100%$303.3K———
IEQ Capital, LLC
N/A—2,000-2,000-100%$281.1K———
Focus Partners Wealth
N/A—1,905-1,905-100%$267.9K———
SG Americas Securities, LLC
N/A—1,881-1,881-100%$264.0K———
MML Investors Services, LLC
N/A—1,774-1,774-100%$249.4K———
JPMorgan Chase & Co
N/A—1,610-1,610-100%$228.2K———
Intellus Advisors LLC
N/A—1,425-1,425-100%$200.3K———
Steward Partners Investment Advisory, LLC
N/A—1,402-1,402-100%$197.1K———
Nova Wealth Management, Inc.
N/A—1,207-1,207-100%$169.7K———
Russell Investments Group, Ltd.
N/A—995-995-100%$139.9K———
Northwestern Mutual Wealth Management Co
N/A—986-986-100%$138.6K———
EP Wealth Advisors, LLC
N/A—902-902-100%$126.8K———
Regatta Research & Money Management
N/A—773-773-100%$108.6K———
Rothschild Investment LLC
N/A—601-601-100%$84.5K———
Vision Retirement, LLC
N/A—504-504-100%$70.9K———
National Bank of Canada
N/A—407-407-100%$57.2K———
Osbon Capital Management LLC
N/A—353-353-100%$49.7K———
Copia Wealth Management
N/A—332-332-100%$46.7K———
Institute for Wealth Management, Llc.
N/A—278-278-100%$39.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—201-201-100%$28.3K———
Founders Financial Alliance, LLC
N/A—157-157-100%$22.1K———
Global Retirement Partners, LLC
N/A—122-122-100%$17.2K———
AE Wealth Management LLC
N/A—61-61-100%$8.6K———
O'shaughnessy Asset Management, LLC
N/A—55-55-100%$7.7K———
Fiduciary Financial Advisors
N/A—48-48-100%$6.7K———
NewEdge Advisors, LLC
N/A—36-36-100%$5.0K———
Howe & Rusling Inc
N/A—25-25-100%$3.5K———
Blair William & Co
N/A—22-22-100%$3.1K———
Ameriflex Group, Inc.
N/A—10-10-100%$1.4K———
HHM Wealth Advisors, LLC
N/A—2-2-100%$282———
Showing 164 of 164 institutions