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Ishares U.S. Broker-Dealers (IAI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Meitav Investment House LTD
INCREASED
Shares494,681 from 439,719
Change+54,962 (+13%)
Value$87.1M (+$10.0M)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares87,554 from 110,918
Change-23,364 (-21%)
Value$15.4M (-$4.0M)
Filed 2026-11-04
MinichMacGregor Wealth Management, LLC
DECREASED
Shares75,433 from 75,770
Change-337 (0%)
Value$13.3M (+$2.1K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares71,717 from 70,074
Change+1,643 (+2%)
Value$12.7M (+$443.8K)
Filed 2026-11-04
Wespac Advisors SoCal, LLC
DECREASED
Shares57,067 from 58,167
Change-1,100 (-2%)
Value$10.1M (-$146.7K)
Filed 2026-10-13
Well Done, LLC
DECREASED
Shares49,353 from 52,860
Change-3,507 (-7%)
Value$8.7M (-$574.8K)
Filed 2026-10-20
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares49,200 from 49,200
Change0 (0%)
Value$86.7K (+$5.5K)
Filed 2026-11-02
Equity Investment Corp
NEW
Shares33,941
Change+33,941
Value$6.0M
Filed 2026-11-04
McGuire Investment Group, LLC
DECREASED
Shares30,783 from 30,849
Change-66 (0%)
Value$5.4M (+$13.4K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares27,437 from 26,639
Change+798 (+3%)
Value$4.8M (+$162.2K)
Filed 2026-11-02
Cottonwood Capital Advisors, LLC
INCREASED
Shares25,688 from 23,514
Change+2,174 (+9%)
Value$4.5M (+$402.1K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
DECREASED
Shares22,975 from 37,859
Change-14,884 (-39%)
Value$4.0M (-$2.6M)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares22,460 from 10,875
Change+11,585 (+107%)
Value$4.0M (+$2.0M)
Filed 2026-10-30
SFI Advisors, LLC
DECREASED
Shares22,202 from 22,270
Change-68 (0%)
Value$3.9M (+$6.2K)
Filed 2026-10-30
ARS Investment Partners, LLC
DECREASED
Shares19,676 from 20,334
Change-658 (-3%)
Value$3.5M (-$99.4K)
Filed 2026-11-05
Valicenti Advisory Services Inc
INCREASED
Shares17,178 from 15,173
Change+2,005 (+13%)
Value$3.0K (+$366)
Filed 2026-10-23
Heritage OAK Wealth Advisors LLC
INCREASED
Shares16,284 from 15,573
Change+711 (+5%)
Value$2.9M (+$137.9K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares15,393 from 15,336
Change+57 (+0%)
Value$2.7K (-$2.7M)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares12,730 from 12,362
Change+368 (+3%)
Value$2.2M (+$74.8K)
Filed 2026-10-28
Jefferies Financial Group Inc.
NEW
Shares12,500
Change+12,500
Value$2.2M
Filed 2026-11-05
CVS Health Corp
NEW
Shares10,000
Change+10,000
Value$1.8M
Filed 2026-11-05
Outlook Wealth Advisors, LLC
INCREASED
Shares9,029 from 6,877
Change+2,152 (+31%)
Value$1.6M (+$384.6K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares8,945 from 7,473
Change+1,472 (+20%)
Value$1.6M (+$265.2K)
Filed 2026-10-29
Robinson Value Management, Ltd.
INCREASED
Shares7,666 from 7,652
Change+14 (+0%)
Value$1.4M (+$8.7K)
Filed 2026-10-20
Rhodes Investment Advisors Inc
INCREASED
Shares6,713 from 6,335
Change+378 (+6%)
Value$1.2M (+$71.7K)
Filed 2026-10-07
WBI Investments, LLC
INCREASED
Shares6,141 from 5,361
Change+780 (+15%)
Value$1.1M (+$141.8K)
Filed 2026-11-05
Genesee Capital Advisors, LLC
DECREASED
Shares5,740 from 5,884
Change-144 (-2%)
Value$1.0M (-$20.6K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares5,682 from 5,269
Change+413 (+8%)
Value$1.0M (+$77.0K)
Filed 2026-10-29
Global Financial Private Client, LLC
INCREASED
Shares5,594 from 5,550
Change+44 (+1%)
Value$985.3K (+$12.2K)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares5,291 from 3,972
Change+1,319 (+33%)
Value$932.0K (+$235.6K)
Filed 2026-11-04
Schuylkill Financial LLC
INCREASED
Shares5,128 from 4,979
Change+149 (+3%)
Value$903.3K (+$30.4K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares4,402 from 3,107
Change+1,295 (+42%)
Value$775.4K (+$230.6K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares4,298 from 4,281
Change+17 (+0%)
Value$757.1K (+$6.5K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares4,009 from 5,528
Change-1,519 (-27%)
Value$706.1K (-$263.1K)
Filed 2026-10-15
Southern Capital Advisors, LLC
DECREASED
Shares3,808 from 3,914
Change-106 (-3%)
Value$670.8K (-$15.4K)
Filed 2026-10-26
Fifth Third Securities, Inc.
DECREASED
Shares3,775 from 3,808
Change-33 (-1%)
Value$664.9K (-$2.7K)
Filed 2026-10-21
Aprio Wealth Management, LLC
DECREASED
Shares3,180 from 3,205
Change-25 (-1%)
Value$560.1K (-$2.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares3,086 from 2,922
Change+164 (+6%)
Value$543.5K (+$31.1K)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares2,871 from 3,063
Change-192 (-6%)
Value$505.7K (-$31.3K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares2,797 from 3,637
Change-840 (-23%)
Value$492.7K (-$145.1K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares2,534 from 2,457
Change+77 (+3%)
Value$446.3K (+$15.6K)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares2,499 from 2,006
Change+493 (+25%)
Value$440.1K (+$88.5K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
DECREASED
Shares2,242 from 2,581
Change-339 (-13%)
Value$394.9K (-$57.6K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares1,757 from 3,032
Change-1,275 (-42%)
Value$309.5K (-$222.1K)
Filed 2026-10-26
CX Institutional
DECREASED
Shares1,704 from 1,745
Change-41 (-2%)
Value$300 (-$6)
Filed 2026-10-02
North Star Investment Management Corp.
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$289.8K (+$1.3K)
Filed 2026-10-27
Kraematon Investment Advisors, Inc
INCREASED
Shares1,493 from 1,492
Change+1 (+0%)
Value$263.0K (+$1.3K)
Filed 2026-11-02
Swmg, LLC
UNCHANGED
Shares1,453 from 1,453
Change0 (0%)
Value$261.1K (-$20.1K)
Filed 2026-10-23
Independent Financial Group, LLC
NEW
Shares1,392
Change+1,392
Value$245.2K
Filed 2026-10-13
Creative Financial Designs Inc
NEW
Shares1,258
Change+1,258
Value$221.5K
Filed 2026-11-04
Strategic Blueprint, LLC
NEW
Shares1,202
Change+1,202
Value$211.8K
Filed 2026-10-22
Citizens Financial Group Inc
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$205.4K (+$944)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$155.0K (+$713)
Filed 2026-10-05
Farther Finance Advisors, LLC
DECREASED
Shares591 from 592
Change-1 (0%)
Value$104.1K (+$304)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares538 from 526
Change+12 (+2%)
Value$94.8K (+$2.5K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares463 from 323
Change+140 (+43%)
Value$81.7K (+$25.0K)
Filed 2026-11-05
Balentine LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$78.0K (+$359)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
NEW
Shares411
Change+411
Value$72.5K
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$47.9K (+$220)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$41.7K (+$192)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$35.3K (+$162)
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$35.2K (+$162)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$31.7K (+$146)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$26.4K (-$745)
Filed 2026-10-16
Wagner Wealth Management, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$24.8K (+$114)
Filed 2026-10-21
Proathlete Wealth Management LLC
NEW
Shares140
Change+140
Value$24.7K
Filed 2026-10-15
WestEnd Advisors, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$24.6K (+$113)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$23 (+$1)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares88
Change+88
Value$15.5K
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$14.6K (+$68)
Filed 2026-11-03
Downshift Financial, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$12.9K (+$59)
Filed 2026-10-13
Birch Financial Group, LLC
NEW
Shares64
Change+64
Value$11.3K
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$8.5K (+$39)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.9K (+$31)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares32
Change+32
Value$5.6K
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$5.6K (+$26)
Filed 2026-10-26
Caldwell Trust Co
DECREASED
Shares30 from 37
Change-7 (-19%)
Value$5.3K (-$1.2K)
Filed 2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.3K (+$24)
Filed 2026-10-06
Gilpin Wealth Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.2K (+$15)
Filed 2026-10-09
Polaris Financial Partners
NEW
Shares14
Change+14
Value$2
Filed 2026-10-02
Tsfg, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1 ($0)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.1K (+$5)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
CLOSED
Shares0 from 48,200
Change-48,200 (-100%)
Value$0 (-$8.5M)
Filed 2026-11-02
US Bancorp \de\
CLOSED
Shares0 from 1,418
Change-1,418 (-100%)
Value$0 (-$248.6K)
Filed 2026-11-05
Apeiron RIA LLC
CLOSED
Shares0 from 1,322
Change-1,322 (-100%)
Value$0 (-$231.8K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,242
Change-1,242 (-100%)
Value$0 (-$217.7K)
Filed 2026-10-21
FNY Investment Advisers, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$175)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 269
Change-269 (-100%)
Value$0 (-$47.2K)
Filed 2026-10-14
Blue Trust, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$14.4K)
Filed 2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-04
BankChampaign, National Association
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$877)
Filed 2026-10-19
Fisher Asset Management, LLC
N/A
Shares— from 594,695
Change-594,695 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 425,828
Change-425,828 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 274,228
Change-274,228 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 273,000
Change-273,000 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 247,200
Change-247,200 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 238,156
Change-238,156 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 130,297
Change-130,297 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 127,703
Change-127,703 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 124,159
Change-124,159 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 118,978
Change-118,978 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 94,678
Change-94,678 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 93,476
Change-93,476 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 93,144
Change-93,144 (-100%)
Value—
UBS Group AG
N/A
Shares— from 74,958
Change-74,958 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 69,231
Change-69,231 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 49,207
Change-49,207 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 45,540
Change-45,540 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 43,658
Change-43,658 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 40,081
Change-40,081 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 39,086
Change-39,086 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,389
Change-35,389 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 32,510
Change-32,510 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 30,939
Change-30,939 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,157
Change-27,157 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,813
Change-23,813 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 23,536
Change-23,536 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,348
Change-23,348 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 22,759
Change-22,759 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 20,580
Change-20,580 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 19,538
Change-19,538 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 18,208
Change-18,208 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,709
Change-17,709 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 16,248
Change-16,248 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 14,480
Change-14,480 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,758
Change-13,758 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 13,468
Change-13,468 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,534
Change-10,534 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,072
Change-10,072 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,641
Change-9,641 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
&partners
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 557
Change-557 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 499
Change-499 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 440
Change-440 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 433
Change-433 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 422
Change-422 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 411
Change-411 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 339
Change-339 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Blair William & Co
N/A
Shares— from 274
Change-274 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 162
Change-162 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 110
Change-110 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 103
Change-103 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 95
Change-95 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Meitav Investment House LTD
INCREASED494,681439,719+54,962+13%$77.1M$87.1M+$10.0M2026-10-28
AlphaCore Capital LLC
DECREASED87,554110,918-23,364-21%$19.4M$15.4M-$4.0M2026-11-04
MinichMacGregor Wealth Management, LLC
DECREASED75,43375,770-3370%$13.3M$13.3M+$2.1K2026-10-14
Prospera Financial Services Inc
INCREASED71,71770,074+1,643+2%$12.3M$12.7M+$443.8K2026-11-04
Wespac Advisors SoCal, LLC
DECREASED57,06758,167-1,100-2%$10.2M$10.1M-$146.7K2026-10-13
Well Done, LLC
DECREASED49,35352,860-3,507-7%$9.3M$8.7M-$574.8K2026-10-20
Agur Provident & Training Funds Management LTD
UNCHANGED49,20049,20000%$81.2K$86.7K+$5.5K2026-11-02
Equity Investment Corp
NEW33,941—+33,941——$6.0M—2026-11-04
McGuire Investment Group, LLC
DECREASED30,78330,849-660%$5.4M$5.4M+$13.4K2026-10-23
Commonwealth Equity Services, LLC
INCREASED27,43726,639+798+3%$4.7M$4.8M+$162.2K2026-11-02
Cottonwood Capital Advisors, LLC
INCREASED25,68823,514+2,174+9%$4.1M$4.5M+$402.1K2026-10-20
Cadent Capital Advisors, LLC
DECREASED22,97537,859-14,884-39%$6.6M$4.0M-$2.6M2026-10-09
Truist Financial Corp
INCREASED22,46010,875+11,585+107%$1.9M$4.0M+$2.0M2026-10-30
SFI Advisors, LLC
DECREASED22,20222,270-680%$3.9M$3.9M+$6.2K2026-10-30
ARS Investment Partners, LLC
DECREASED19,67620,334-658-3%$3.6M$3.5M-$99.4K2026-11-05
Valicenti Advisory Services Inc
INCREASED17,17815,173+2,005+13%$2.7K$3.0K+$3662026-10-23
Heritage OAK Wealth Advisors LLC
INCREASED16,28415,573+711+5%$2.7M$2.9M+$137.9K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED15,39315,336+57+0%$2.7M$2.7K-$2.7M2026-11-02
MGO One Seven LLC
INCREASED12,73012,362+368+3%$2.2M$2.2M+$74.8K2026-10-28
Jefferies Financial Group Inc.
NEW12,500—+12,500——$2.2M—2026-11-05
CVS Health Corp
NEW10,000—+10,000——$1.8M—2026-11-05
Outlook Wealth Advisors, LLC
INCREASED9,0296,877+2,152+31%$1.2M$1.6M+$384.6K2026-10-28
Integrity Alliance, Llc.
INCREASED8,9457,473+1,472+20%$1.3M$1.6M+$265.2K2026-10-29
Robinson Value Management, Ltd.
INCREASED7,6667,652+14+0%$1.3M$1.4M+$8.7K2026-10-20
Rhodes Investment Advisors Inc
INCREASED6,7136,335+378+6%$1.1M$1.2M+$71.7K2026-10-07
WBI Investments, LLC
INCREASED6,1415,361+780+15%$939.9K$1.1M+$141.8K2026-11-05
Genesee Capital Advisors, LLC
DECREASED5,7405,884-144-2%$1.0M$1.0M-$20.6K2026-10-20
Signature Equity Partners, LLC
INCREASED5,6825,269+413+8%$923.7K$1.0M+$77.0K2026-10-29
Global Financial Private Client, LLC
INCREASED5,5945,550+44+1%$973.1K$985.3K+$12.2K2026-10-15
Lido Advisors, LLC
INCREASED5,2913,972+1,319+33%$696.4K$932.0K+$235.6K2026-11-04
Schuylkill Financial LLC
INCREASED5,1284,979+149+3%$872.9K$903.3K+$30.4K2026-10-21
Parallel Advisors, LLC
INCREASED4,4023,107+1,295+42%$544.8K$775.4K+$230.6K2026-11-03
Assetmark, Inc
INCREASED4,2984,281+17+0%$750.6K$757.1K+$6.5K2026-10-21
Atria Investments, Inc
DECREASED4,0095,528-1,519-27%$969.2K$706.1K-$263.1K2026-10-15
Southern Capital Advisors, LLC
DECREASED3,8083,914-106-3%$686.2K$670.8K-$15.4K2026-10-26
Fifth Third Securities, Inc.
DECREASED3,7753,808-33-1%$667.7K$664.9K-$2.7K2026-10-21
Aprio Wealth Management, LLC
DECREASED3,1803,205-25-1%$562.0K$560.1K-$2.0K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED3,0862,922+164+6%$512.4K$543.5K+$31.1K2026-10-16
Kestra Advisory Services, LLC
DECREASED2,8713,063-192-6%$537.1K$505.7K-$31.3K2026-11-02
Signal Advisors Wealth, LLC
DECREASED2,7973,637-840-23%$637.7K$492.7K-$145.1K2026-10-13
Davenport & Co LLC
INCREASED2,5342,457+77+3%$430.8K$446.3K+$15.6K2026-10-14
Bank of New York Mellon Corp
INCREASED2,4992,006+493+25%$351.6K$440.1K+$88.5K2026-11-05
SeaCrest Wealth Management, LLC
DECREASED2,2422,581-339-13%$452.5K$394.9K-$57.6K2026-10-21
Oppenheimer & Co Inc
DECREASED1,7573,032-1,275-42%$531.6K$309.5K-$222.1K2026-10-26
CX Institutional
DECREASED1,7041,745-41-2%$306$300-$62026-10-02
North Star Investment Management Corp.
UNCHANGED1,6451,64500%$288.4K$289.8K+$1.3K2026-10-27
Kraematon Investment Advisors, Inc
INCREASED1,4931,492+1+0%$261.6K$263.0K+$1.3K2026-11-02
Swmg, LLC
UNCHANGED1,4531,45300%$281.2K$261.1K-$20.1K2026-10-23
Independent Financial Group, LLC
NEW1,392—+1,392——$245.2K—2026-10-13
Creative Financial Designs Inc
NEW1,258—+1,258——$221.5K—2026-11-04
Strategic Blueprint, LLC
NEW1,202—+1,202——$211.8K—2026-10-22
Citizens Financial Group Inc
UNCHANGED1,1661,16600%$204.4K$205.4K+$9442026-10-23
Eastern Bank
UNCHANGED88088000%$154.3K$155.0K+$7132026-10-05
Farther Finance Advisors, LLC
DECREASED591592-10%$103.8K$104.1K+$3042026-10-08
IFP Advisors, Inc
INCREASED538526+12+2%$92.2K$94.8K+$2.5K2026-10-16
Fifth Third Bancorp
INCREASED463323+140+43%$56.6K$81.7K+$25.0K2026-11-05
Balentine LLC
UNCHANGED44344300%$77.7K$78.0K+$3592026-11-03
Allspring Global Investments Holdings, LLC
NEW411—+411——$72.5K—2026-11-04
Rossby Financial, LCC
UNCHANGED27227200%$47.7K$47.9K+$2202026-11-05
Private Trust Co NA
UNCHANGED23723700%$41.6K$41.7K+$1922026-10-20
Signaturefd, LLC
UNCHANGED20120100%$35.2K$35.3K+$1622026-10-23
Trust Co of Vermont
UNCHANGED20020000%$35.1K$35.2K+$1622026-10-21
Nfsg Corp
UNCHANGED18018000%$31.6K$31.7K+$1462026-10-15
TD Waterhouse Canada Inc.
UNCHANGED15015000%$27.2K$26.4K-$7452026-10-16
Wagner Wealth Management, LLC
UNCHANGED14114100%$24.7K$24.8K+$1142026-10-21
Proathlete Wealth Management LLC
NEW140—+140——$24.7K—2026-10-15
WestEnd Advisors, LLC
UNCHANGED13913900%$24.4K$24.6K+$1132026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED12812800%$22$23+$12026-11-04
Root Financial Partners, LLC
NEW88—+88——$15.5K—2026-10-21
Ashton Thomas Private Wealth, LLC
UNCHANGED838300%$14.6K$14.6K+$682026-11-03
Downshift Financial, LLC
UNCHANGED737300%$12.8K$12.9K+$592026-10-13
Birch Financial Group, LLC
NEW64—+64——$11.3K—2026-10-27
Duncker Streett & Co Inc
UNCHANGED484800%$8.4K$8.5K+$392026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED393900%$6.8K$6.9K+$312026-11-04
Balance Wealth Partners LLC
NEW32—+32——$5.6K—2026-10-27
Abound Wealth Management
UNCHANGED323200%$5.6K$5.6K+$262026-10-26
Caldwell Trust Co
DECREASED3037-7-19%$6.5K$5.3K-$1.2K2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED303000%$5.3K$5.3K+$242026-10-06
Gilpin Wealth Management, LLC
UNCHANGED181800%$3.2K$3.2K+$152026-10-09
Polaris Financial Partners
NEW14—+14——$2—2026-10-02
Tsfg, LLC
UNCHANGED8800%$1$1$02026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED6600%$1.1K$1.1K+$52026-10-30
Harel Insurance Investments & Financial Services Ltd.
CLOSED048,200-48,200-100%$8.5M$0-$8.5M2026-11-02
US Bancorp \de\
CLOSED01,418-1,418-100%$248.6K$0-$248.6K2026-11-05
Apeiron RIA LLC
CLOSED01,322-1,322-100%$231.8K$0-$231.8K2026-10-08
Axxcess Wealth Management, LLC
CLOSED01,242-1,242-100%$217.7K$0-$217.7K2026-10-21
FNY Investment Advisers, LLC
CLOSED01,000-1,000-100%$175$0-$1752026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0269-269-100%$47.2K$0-$47.2K2026-10-14
Blue Trust, Inc.
CLOSED0100-100-100%$17.5K$0-$17.5K2026-10-15
Cornerstone Planning Group LLC
CLOSED076-76-100%$14.4K$0-$14.4K2026-10-16
Halbert Hargrove Global Advisors, LLC
CLOSED074-74-100%$13.0K$0-$13.0K2026-10-16
International Assets Investment Management, LLC
CLOSED060-60-100%$10.9K$0-$10.9K2026-11-02
Simplex Trading, LLC
CLOSED017-17-100%$3.0K$0-$3.0K2026-11-04
BankChampaign, National Association
CLOSED05-5-100%$877$0-$8772026-10-19
Fisher Asset Management, LLC
N/A—594,695-594,695-100%$104.3M———
Morgan Stanley
N/A—425,828-425,828-100%$74.7M———
MML Investors Services, LLC
N/A—274,228-274,228-100%$48.1M———
Phoenix Financial Ltd.
N/A—273,000-273,000-100%$47.9M———
Two Sigma Investments, LP
N/A—247,200-247,200-100%$43.3M———
Wells Fargo & Company
N/A—238,156-238,156-100%$41.8M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—130,297-130,297-100%$22.8M———
Osaic Holdings, Inc.
N/A—127,703-127,703-100%$22.4M———
Bank of America Corp
N/A—124,159-124,159-100%$21.8M———
LPL Financial LLC
N/A—118,978-118,978-100%$20.9M———
Royal Bank of Canada
N/A—94,678-94,678-100%$16.6M———
Equitable Holdings, Inc.
N/A—93,476-93,476-100%$16.4M———
Ameriprise Financial Inc
N/A—93,144-93,144-100%$16.3M———
UBS Group AG
N/A—74,958-74,958-100%$13.1M———
Advisory Services Network, LLC
N/A—69,231-69,231-100%$12.1M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—49,207-49,207-100%$8.6M———
Raymond James Financial Inc
N/A—45,540-45,540-100%$8.0M———
Prostatis Group LLC
N/A—43,658-43,658-100%$7.7M———
Stifel Financial Corp
N/A—40,081-40,081-100%$7.0M———
Quadrature Capital Ltd
N/A—39,086-39,086-100%$6.9M———
Citadel Advisors LLC
N/A—35,389-35,389-100%$6.2M———
GTS Securities LLC
N/A—32,510-32,510-100%$5.7M———
Steward Partners Investment Advisory, LLC
N/A—30,939-30,939-100%$5.4M———
Cetera Investment Advisers
N/A—27,157-27,157-100%$4.8M———
HighTower Advisors, LLC
N/A—23,813-23,813-100%$4.2M———
Qube Research & Technologies Ltd
N/A—23,536-23,536-100%$4.1M———
Envestnet Asset Management Inc
N/A—23,348-23,348-100%$4.1M———
Janney Montgomery Scott LLC
N/A—22,759-22,759-100%$4.0M———
Nan Shan Life Insurance Co., Ltd.
N/A—20,580-20,580-100%$3.6M———
1 North Wealth Services LLC
N/A—19,538-19,538-100%$3.4M———
Tudor Financial Inc.
N/A—18,208-18,208-100%$3.2M———
Jones Financial Companies Lllp
N/A—17,709-17,709-100%$3.1M———
Arete Wealth Advisors, LLC
N/A—16,248-16,248-100%$2.8M———
PCG Wealth Advisors, LLC
N/A—14,480-14,480-100%$2.5M———
Goldman Sachs Group Inc
N/A—13,758-13,758-100%$2.4M———
Game Plan Financial Advisors, LLC
N/A—13,468-13,468-100%$3.3M———
HRT Financial LP
N/A—10,737-10,737-100%$1.9M———
Great Valley Advisor Group, Inc.
N/A—10,534-10,534-100%$1.8M———
Harbour Investments, Inc.
N/A—10,072-10,072-100%$1.8M———
Pinnacle Financial Partners, Inc.
N/A—9,641-9,641-100%$1.7M———
Menora Mivtachim Holdings Ltd.
N/A—9,000-9,000-100%$1.6M———
&partners
N/A—8,436-8,436-100%$1.5M———
XTX Topco Ltd
N/A—6,086-6,086-100%$1.1M———
Muirfield Wealth Advisors LLC
N/A—6,053-6,053-100%$1.1M———
Jane Street Group, LLC
N/A—6,047-6,047-100%$1.1M———
Flow Traders U.S. LLC
N/A—5,540-5,540-100%$971.0K———
Allworth Financial LP
N/A—5,078-5,078-100%$890.4K———
JPMorgan Chase & Co
N/A—4,753-4,753-100%$832.8K———
Marshall Wace, LLP
N/A—4,087-4,087-100%$716.6K———
FMR LLC
N/A—4,065-4,065-100%$712.6K———
NewEdge Advisors, LLC
N/A—4,029-4,029-100%$706.4K———
Mercer Global Advisors Inc
N/A—3,998-3,998-100%$701.0K———
Sanctuary Advisors, LLC
N/A—3,850-3,850-100%$675.1K———
Money Concepts Capital Corp
N/A—3,676-3,676-100%$644.5K———
Mariner, LLC
N/A—3,128-3,128-100%$548.4K———
Maxele Advisors, LLC
N/A—3,081-3,081-100%$540.2K———
Alpine Woods Capital Investors, LLC
N/A—3,000-3,000-100%$526.0K———
Cassady Wealth & Retirement Planning, LLC
N/A—2,498-2,498-100%$438.0K———
Renaissance Technologies LLC
N/A—2,300-2,300-100%$403.3K———
Kovack Advisors, Inc.
N/A—2,195-2,195-100%$397.5K———
Glen Eagle Advisors, LLC
N/A—2,125-2,125-100%$372.6K———
Kingsview Wealth Management, LLC
N/A—2,120-2,120-100%$371.7K———
Ausdal Financial Partners, Inc.
N/A—2,102-2,102-100%$368.5K———
Aimz Investment Advisors, LLC
N/A—2,040-2,040-100%$357.7K———
Summit Financial, LLC
N/A—1,995-1,995-100%$349.7K———
Belpointe Asset Management LLC
N/A—1,984-1,984-100%$347.9K———
Fortis Capital Advisors, LLC
N/A—1,984-1,984-100%$347.9K———
Navis Wealth Advisors, LLC
N/A—1,900-1,900-100%$333.1K———
Global Retirement Partners, LLC
N/A—1,854-1,854-100%$325.1K———
Resolute Wealth Strategies, LLC
N/A—1,854-1,854-100%$325.1K———
Baker Avenue Asset Management, LP
N/A—1,830-1,830-100%$320.9K———
Northwestern Mutual Wealth Management Co
N/A—1,612-1,612-100%$282.6K———
Centaurus Financial, Inc.
N/A—1,254-1,254-100%$220.0K———
Waverly Advisors, LLC
N/A—1,253-1,253-100%$219.7K———
Private Advisor Group, LLC
N/A—1,247-1,247-100%$218.6K———
Whalerock Point Partners, LLC
N/A—1,227-1,227-100%$215.1K———
Chicago Wealth Management, Inc.
N/A—1,221-1,221-100%$214.1K———
CIBC World Market Inc.
N/A—1,200-1,200-100%$210.4K———
Coastal Bridge Advisors, LLC
N/A—1,190-1,190-100%$208.6K———
IFG Advisory, LLC
N/A—707-707-100%$124.0K———
PNC Financial Services Group, Inc.
N/A—557-557-100%$97.7K———
FWL Investment Management, LLC
N/A—517-517-100%$90.6K———
Tower Research Capital LLC (TRC)
N/A—499-499-100%$87.5K———
Rothschild Investment LLC
N/A—490-490-100%$85.9K———
Fiduciary Financial Advisors
N/A—440-440-100%$77.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—433-433-100%$75.9K———
Rockefeller Capital Management L.P.
N/A—422-422-100%$74.1K———
BlackRock, Inc.
N/A—411-411-100%$72.1K———
O'shaughnessy Asset Management, LLC
N/A—367-367-100%$64.3K———
BFC Planning, Inc.
N/A—339-339-100%$59.4K———
Russell Investments Group, Ltd.
N/A—306-306-100%$53.7K———
Blair William & Co
N/A—274-274-100%$48.0K———
Arax Advisory Partners
N/A—162-162-100%$28.4K———
Capital Analysts, LLC
N/A—157-157-100%$28———
Founders Financial Alliance, LLC
N/A—151-151-100%$26.4K———
AE Wealth Management LLC
N/A—142-142-100%$24.8K———
Hollencrest Capital Management
N/A—110-110-100%$19.3K———
Darwin Wealth Management, LLC
N/A—107-107-100%$18.8K———
Huntington National Bank
N/A—103-103-100%$18.1K———
Mcguire Capital Advisors Inc
N/A—95-95-100%$16.7K———
Hantz Financial Services, Inc.
N/A—89-89-100%$16———
Institute for Wealth Management, Llc.
N/A—89-89-100%$15.6K———
Anchor Investment Management, LLC
N/A—81-81-100%$14.2K———
HHM Wealth Advisors, LLC
N/A—77-77-100%$13.5K———
Lazard Asset Management LLC
N/A—71-71-100%$12.4K———
Capital Advisor Network LLC
N/A—67-67-100%$11.7K———
UBS Asset Management Americas LLC
N/A—42-42-100%$7.4K———
Aptus Capital Advisors, LLC
N/A—22-22-100%$3.9K———
Millstone Evans Group, LLC
N/A—14-14-100%$2.5K———
Family Manage LLC
N/A—10-10-100%$1.8K———
IAG Wealth Partners, LLC
N/A—7-7-100%$1.2K———
ARK Investment Management LLC
N/A—2-2-100%$424———
Showing 206 of 206 institutions