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Ishares U.S. Oil & Gas Explo (IEO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares122,139 from 122,139
Change0 (0%)
Value$16.1M (+$2.7M)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares101,216 from 89,473
Change+11,743 (+13%)
Value$13.4M (+$3.5M)
Filed 2026-11-06
MinichMacGregor Wealth Management, LLC
NEW
Shares96,535
Change+96,535
Value$12.7M
Filed 2026-10-14
Prospera Financial Services Inc
NEW
Shares92,845
Change+92,845
Value$14.0M
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares53,577 from 54,329
Change-752 (-1%)
Value$7.1M (+$1.1M)
Filed 2026-11-02
Mader & Shannon Wealth Management, Inc.
INCREASED
Shares51,620 from 48,339
Change+3,281 (+7%)
Value$6.8M (+$1.5M)
Filed 2026-11-02
Investors Research Corp
INCREASED
Shares43,319 from 40,047
Change+3,272 (+8%)
Value$5.7M (+$1.3M)
Filed 2026-10-07
VestGen Advisors, LLC
NEW
Shares29,519
Change+29,519
Value$3.9M
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares25,682 from 18,401
Change+7,281 (+40%)
Value$3.4M (+$1.4M)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED
Shares21,096 from 22,460
Change-1,364 (-6%)
Value$2.8M (+$317.9K)
Filed 2026-10-29
Cottonwood Capital Advisors, LLC
DECREASED
Shares20,439 from 20,565
Change-126 (-1%)
Value$2.7M (+$439.3K)
Filed 2026-10-20
AlphaCore Capital LLC
DECREASED
Shares18,503 from 18,728
Change-225 (-1%)
Value$2.4M (+$385.5K)
Filed 2026-11-04
Cambiar Investors LLC
NEW
Shares14,804
Change+14,804
Value$2.0M
Filed 2026-11-04
HighTower Advisors, LLC
INCREASED
Shares14,430 from 14,042
Change+388 (+3%)
Value$1.9M (+$362.5K)
Filed 2026-11-10
Wealth Management Partners, LLC
DECREASED
Shares13,712 from 14,661
Change-949 (-6%)
Value$1.8M (+$199.8K)
Filed 2026-10-21
Wagner Wealth Management, Corp
NEW
Shares13,105
Change+13,105
Value$1.7M
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares11,801 from 12,462
Change-661 (-5%)
Value$1.6M (+$189.0K)
Filed 2026-10-30
Carret Asset Management, LLC
DECREASED
Shares11,575 from 12,370
Change-795 (-6%)
Value$1.5M (+$169.3K)
Filed 2026-11-04
Thompson Siegel & Walmsley LLC
NEW
Shares11,034
Change+11,034
Value$1.5M
Filed 2026-11-05
Enclave Advisors LLC
UNCHANGED
Shares10,190 from 10,190
Change0 (0%)
Value$1.3M (+$225.9K)
Filed 2026-10-14
Apollon Wealth Management, LLC
NEW
Shares8,238
Change+8,238
Value$1.1M
Filed 2026-10-23
Stegent Equity Advisors, Inc.
DECREASED
Shares7,942 from 7,950
Change-8 (0%)
Value$1.0M (+$175.2K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares7,528 from 7,322
Change+206 (+3%)
Value$993.7K (+$189.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares6,437 from 4,054
Change+2,383 (+59%)
Value$849.7K (+$404.4K)
Filed 2026-11-02
Mezzasalma Advisors, LLC
DECREASED
Shares6,360 from 6,904
Change-544 (-8%)
Value$839.5K (+$81.3K)
Filed 2026-10-14
Davenport & Co LLC
NEW
Shares6,123
Change+6,123
Value$808.2K
Filed 2026-10-14
Endowment Wealth Management, Inc.
DECREASED
Shares5,990 from 5,996
Change-6 (0%)
Value$790.6K (+$132.0K)
Filed 2026-11-03
Mraz, Amerine & Associates, Inc.
DECREASED
Shares5,745 from 5,793
Change-48 (-1%)
Value$758.3K (+$122.1K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares5,227 from 5,000
Change+227 (+5%)
Value$690.0K (+$140.8K)
Filed 2026-10-13
Atria Investments, Inc
NEW
Shares5,158
Change+5,158
Value$680.9K
Filed 2026-10-15
Guyasuta Investment Advisors Inc
UNCHANGED
Shares4,893 from 4,893
Change0 (0%)
Value$645.9K (+$108.5K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares4,588 from 4,309
Change+279 (+6%)
Value$625.8K (+$152.6K)
Filed 2026-10-16
Altfest L J & Co Inc
DECREASED
Shares4,144 from 4,235
Change-91 (-2%)
Value$547.0K (+$81.8K)
Filed 2026-10-27
Bank of New York Mellon Corp
NEW
Shares3,714
Change+3,714
Value$490.2K
Filed 2026-11-05
Poehling Capital Management, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$462.0K (+$77.6K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
NEW
Shares2,964
Change+2,964
Value$391.3K
Filed 2026-10-09
Cypress Asset Management Inc
DECREASED
Shares2,796 from 2,953
Change-157 (-5%)
Value$369.1K (+$44.7K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$291.7K (+$49.1K)
Filed 2026-10-29
Gill Capital Partners, LLC
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$289.3K (+$48.6K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares2,110 from 34,665
Change-32,555 (-94%)
Value$278.5K (-$3.5M)
Filed 2026-11-04
Basso Capital Management, L.P.
NEW
Shares2,073
Change+2,073
Value$273.6K
Filed 2026-10-30
Fulcrum Equity Management
NEW
Shares2,072
Change+2,072
Value$273.5K
Filed 2026-10-21
Ignite Planners, LLC
DECREASED
Shares2,025 from 2,225
Change-200 (-9%)
Value$267.4K (+$23.0K)
Filed 2026-10-14
Coldstream Capital Management Inc
UNCHANGED
Shares1,963 from 1,963
Change0 (0%)
Value$259.1K (+$43.5K)
Filed 2026-11-09
Anchyra Partners LLC
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$240.9K (+$40.5K)
Filed 2026-10-13
IFC & Insurance Marketing, Inc.
NEW
Shares1,816
Change+1,816
Value$239.7K
Filed 2026-10-16
PCG Asset Management, LLC
NEW
Shares1,736
Change+1,736
Value$229.2K
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares1,672 from 600
Change+1,072 (+179%)
Value$220.7K (+$154.8K)
Filed 2026-11-06
First Heartland Consultants, Inc.
NEW
Shares1,665
Change+1,665
Value$219.7K
Filed 2026-10-08
Harbour Investments, Inc.
DECREASED
Shares1,657 from 1,706
Change-49 (-3%)
Value$218.7K (+$31.3K)
Filed 2026-11-09
Avior Wealth Management, LLC
DECREASED
Shares1,651 from 1,981
Change-330 (-17%)
Value$218.0K (+$361)
Filed 2026-10-13
Investment Management Trust, LLC
NEW
Shares1,580
Change+1,580
Value$208.6K
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
NEW
Shares1,473
Change+1,473
Value$213.5K
Filed 2026-10-13
FMR LLC
INCREASED
Shares1,445 from 1,275
Change+170 (+13%)
Value$190.7K (+$50.7K)
Filed 2026-11-10
First Horizon Corp
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$179.8K (+$30.2K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares1,086 from 50
Change+1,036 (+2072%)
Value$143.3K (+$137.8K)
Filed 2026-11-05
Bank of Montreal
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$134.2K (+$22.5K)
Filed 2026-11-09
CX Institutional
DECREASED
Shares839 from 854
Change-15 (-2%)
Value$111.0K (+$110.9K)
Filed 2026-10-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$105.6K (+$17.7K)
Filed 2026-10-13
Parallel Advisors, LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$97.2K (+$16.3K)
Filed 2026-11-03
Blair William & Co
INCREASED
Shares713 from 712
Change+1 (+0%)
Value$94.1K (+$15.8K)
Filed 2026-11-10
Compass Financial Management LLC
INCREASED
Shares687 from 685
Change+2 (+0%)
Value$90.7K (+$6.5K)
Filed 2026-10-30
Global Retirement Partners, LLC
DECREASED
Shares518 from 586
Change-68 (-12%)
Value$68.4K (+$4.0K)
Filed 2026-11-10
RMG Wealth Management LLC
INCREASED
Shares500 from 300
Change+200 (+67%)
Value$74.1K (+$35.4K)
Filed 2026-10-26
Anchor Investment Management, LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$53.3K (+$9.0K)
Filed 2026-11-10
Winch Advisory Services, LLC
INCREASED
Shares373 from 372
Change+1 (+0%)
Value$49.2K (+$8.4K)
Filed 2026-11-06
Hilltop National Bank
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$41.6K (+$7.0K)
Filed 2026-10-14
Highland Investment Advisors LLC
INCREASED
Shares310 from 309
Change+1 (+0%)
Value$40.9K (+$7.0K)
Filed 2026-11-09
Nuveen, LLC
NEW
Shares250
Change+250
Value$33.0K
Filed 2026-11-10
New England Capital Financial Advisors LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$29.7K (+$5.0K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares213
Change+213
Value$28.1K
Filed 2026-10-27
Lanark Financial, Inc.
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$26.5K (+$4.5K)
Filed 2026-10-26
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$26.4K (+$4.4K)
Filed 2026-11-09
Hilton Head Capital Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$26.4K (+$4.4K)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$24.7K (+$4.1K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares164 from 50
Change+114 (+228%)
Value$21.6K (+$16.2K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares159 from 158
Change+1 (+1%)
Value$21.0K (+$3.6K)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$20.9K (+$3.5K)
Filed 2026-10-26
Avion Wealth
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$19 (+$3)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$17.8K (+$3.0K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
DECREASED
Shares127 from 289
Change-162 (-56%)
Value$17.3K (-$14.4K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares110
Change+110
Value$14.5K
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares105 from 104
Change+1 (+1%)
Value$13.8K (+$2.4K)
Filed 2026-10-30
Roxbury Financial LLC
INCREASED
Shares103 from 102
Change+1 (+1%)
Value$13.6K (+$2.3K)
Filed 2026-10-01
Golden State Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.2K (+$2.2K)
Filed 2026-11-02
Hantz Financial Services, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13 (-$11.0K)
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.2K (+$2.2K)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$10.6K (+$1.8K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$9.4K (+$1.6K)
Filed 2026-10-20
Tidemark, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$9.2K (+$1.6K)
Filed 2026-11-09
Gamma Investing LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$9.1K (+$1.5K)
Filed 2026-10-08
Wagner Wealth Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$7.5K (+$1.3K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
NEW
Shares56
Change+56
Value$7.4K
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$6.7K (+$1.1K)
Filed 2026-10-21
Cedar Mountain Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$5.6K (+$950)
Filed 2026-10-15
Montag A & Associates Inc
NEW
Shares40
Change+40
Value$5.3K
Filed 2026-10-29
Farther Finance Advisors, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$5.2K (+$881)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.6K (+$776)
Filed 2026-10-21
Russell Investments Group, Ltd.
NEW
Shares33
Change+33
Value$4.4K
Filed 2026-11-06
Great Lakes Advisors, LLC
NEW
Shares31
Change+31
Value$4.1K
Filed 2026-11-06
Morse Asset Management, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.9K (+$488)
Filed 2026-11-09
Signaturefd, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.4K (+$241)
Filed 2026-10-23
Alerus Financial NA
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$924 (+$155)
Filed 2026-11-09
PFS Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$274 (+$46)
Filed 2026-10-21
Sowell Financial Services LLC
CLOSED
Shares0 from 1,995
Change-1,995 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$103.2K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 238
Change-238 (-100%)
Value$0 (-$26.1K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-28
Huntington National Bank
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-10
Morgan Stanley
N/A
Shares— from 297,508
Change-297,508 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 117,548
Change-117,548 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 100,740
Change-100,740 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 89,518
Change-89,518 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 79,628
Change-79,628 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 46,115
Change-46,115 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,903
Change-43,903 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 43,364
Change-43,364 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 40,914
Change-40,914 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,341
Change-39,341 (-100%)
Value—
UBS Group AG
N/A
Shares— from 39,247
Change-39,247 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 29,704
Change-29,704 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 28,410
Change-28,410 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 22,678
Change-22,678 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 21,816
Change-21,816 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,021
Change-19,021 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 17,142
Change-17,142 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,302
Change-16,302 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,301
Change-16,301 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,392
Change-15,392 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,007
Change-13,007 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 12,754
Change-12,754 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,389
Change-12,389 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,666
Change-11,666 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,414
Change-11,414 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 10,951
Change-10,951 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,559
Change-10,559 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,527
Change-10,527 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 8,536
Change-8,536 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,604
Change-7,604 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,349
Change-7,349 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,491
Change-6,491 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 5,801
Change-5,801 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
&partners
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 868
Change-868 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 526
Change-526 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 500
Change-500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 275
Change-275 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 245
Change-245 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 222
Change-222 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 203
Change-203 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 202
Change-202 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 177
Change-177 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 154
Change-154 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 82
Change-82 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Bank Pictet & Cie (Europe) AG
UNCHANGED122,139122,13900%$13.4M$16.1M+$2.7M2026-10-20
LPL Financial LLC
INCREASED101,21689,473+11,743+13%$9.8M$13.4M+$3.5M2026-11-06
MinichMacGregor Wealth Management, LLC
NEW96,535—+96,535——$12.7M—2026-10-14
Prospera Financial Services Inc
NEW92,845—+92,845——$14.0M—2026-11-04
Commonwealth Equity Services, LLC
DECREASED53,57754,329-752-1%$6.0M$7.1M+$1.1M2026-11-02
Mader & Shannon Wealth Management, Inc.
INCREASED51,62048,339+3,281+7%$5.3M$6.8M+$1.5M2026-11-02
Investors Research Corp
INCREASED43,31940,047+3,272+8%$4.4M$5.7M+$1.3M2026-10-07
VestGen Advisors, LLC
NEW29,519—+29,519——$3.9M—2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED25,68218,401+7,281+40%$2.0M$3.4M+$1.4M2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED21,09622,460-1,364-6%$2.5M$2.8M+$317.9K2026-10-29
Cottonwood Capital Advisors, LLC
DECREASED20,43920,565-126-1%$2.3M$2.7M+$439.3K2026-10-20
AlphaCore Capital LLC
DECREASED18,50318,728-225-1%$2.1M$2.4M+$385.5K2026-11-04
Cambiar Investors LLC
NEW14,804—+14,804——$2.0M—2026-11-04
HighTower Advisors, LLC
INCREASED14,43014,042+388+3%$1.5M$1.9M+$362.5K2026-11-10
Wealth Management Partners, LLC
DECREASED13,71214,661-949-6%$1.6M$1.8M+$199.8K2026-10-21
Wagner Wealth Management, Corp
NEW13,105—+13,105——$1.7M—2026-10-20
Truist Financial Corp
DECREASED11,80112,462-661-5%$1.4M$1.6M+$189.0K2026-10-30
Carret Asset Management, LLC
DECREASED11,57512,370-795-6%$1.4M$1.5M+$169.3K2026-11-04
Thompson Siegel & Walmsley LLC
NEW11,034—+11,034——$1.5M—2026-11-05
Enclave Advisors LLC
UNCHANGED10,19010,19000%$1.1M$1.3M+$225.9K2026-10-14
Apollon Wealth Management, LLC
NEW8,238—+8,238——$1.1M—2026-10-23
Stegent Equity Advisors, Inc.
DECREASED7,9427,950-80%$873.1K$1.0M+$175.2K2026-10-13
Creative Planning
INCREASED7,5287,322+206+3%$804.2K$993.7K+$189.5K2026-11-02
Kestra Advisory Services, LLC
INCREASED6,4374,054+2,383+59%$445.3K$849.7K+$404.4K2026-11-02
Mezzasalma Advisors, LLC
DECREASED6,3606,904-544-8%$758.3K$839.5K+$81.3K2026-10-14
Davenport & Co LLC
NEW6,123—+6,123——$808.2K—2026-10-14
Endowment Wealth Management, Inc.
DECREASED5,9905,996-60%$658.6K$790.6K+$132.0K2026-11-03
Mraz, Amerine & Associates, Inc.
DECREASED5,7455,793-48-1%$636.2K$758.3K+$122.1K2026-10-30
Independent Financial Group, LLC
INCREASED5,2275,000+227+5%$549.1K$690.0K+$140.8K2026-10-13
Atria Investments, Inc
NEW5,158—+5,158——$680.9K—2026-10-15
Guyasuta Investment Advisors Inc
UNCHANGED4,8934,89300%$537.4K$645.9K+$108.5K2026-10-15
TD Waterhouse Canada Inc.
INCREASED4,5884,309+279+6%$473.3K$625.8K+$152.6K2026-10-16
Altfest L J & Co Inc
DECREASED4,1444,235-91-2%$465.2K$547.0K+$81.8K2026-10-27
Bank of New York Mellon Corp
NEW3,714—+3,714——$490.2K—2026-11-05
Poehling Capital Management, Inc.
UNCHANGED3,5003,50000%$384.4K$462.0K+$77.6K2026-10-20
Cadent Capital Advisors, LLC
NEW2,964—+2,964——$391.3K—2026-10-09
Cypress Asset Management Inc
DECREASED2,7962,953-157-5%$324.3K$369.1K+$44.7K2026-10-09
Koshinski Asset Management, Inc.
UNCHANGED2,2092,20900%$242.6K$291.7K+$49.1K2026-10-29
Gill Capital Partners, LLC
UNCHANGED2,1922,19200%$240.7K$289.3K+$48.6K2026-10-13
Citigroup Inc
DECREASED2,11034,665-32,555-94%$3.8M$278.5K-$3.5M2026-11-04
Basso Capital Management, L.P.
NEW2,073—+2,073——$273.6K—2026-10-30
Fulcrum Equity Management
NEW2,072—+2,072——$273.5K—2026-10-21
Ignite Planners, LLC
DECREASED2,0252,225-200-9%$244.4K$267.4K+$23.0K2026-10-14
Coldstream Capital Management Inc
UNCHANGED1,9631,96300%$215.6K$259.1K+$43.5K2026-11-09
Anchyra Partners LLC
UNCHANGED1,8251,82500%$200.4K$240.9K+$40.5K2026-10-13
IFC & Insurance Marketing, Inc.
NEW1,816—+1,816——$239.7K—2026-10-16
PCG Asset Management, LLC
NEW1,736—+1,736——$229.2K—2026-11-05
PNC Financial Services Group, Inc.
INCREASED1,672600+1,072+179%$65.9K$220.7K+$154.8K2026-11-06
First Heartland Consultants, Inc.
NEW1,665—+1,665——$219.7K—2026-10-08
Harbour Investments, Inc.
DECREASED1,6571,706-49-3%$187.3K$218.7K+$31.3K2026-11-09
Avior Wealth Management, LLC
DECREASED1,6511,981-330-17%$217.6K$218.0K+$3612026-10-13
Investment Management Trust, LLC
NEW1,580—+1,580——$208.6K—2026-11-05
Wealth Enhancement Advisory Services, LLC
NEW1,473—+1,473——$213.5K—2026-10-13
FMR LLC
INCREASED1,4451,275+170+13%$140.1K$190.7K+$50.7K2026-11-10
First Horizon Corp
UNCHANGED1,3621,36200%$149.6K$179.8K+$30.2K2026-10-26
Fifth Third Bancorp
INCREASED1,08650+1,036+2072%$5.5K$143.3K+$137.8K2026-11-05
Bank of Montreal
UNCHANGED1,0171,01700%$111.7K$134.2K+$22.5K2026-11-09
CX Institutional
DECREASED839854-15-2%$94$111.0K+$110.9K2026-10-02
Harbor Investment Advisory, LLC
UNCHANGED80080000%$87.9K$105.6K+$17.7K2026-10-13
Parallel Advisors, LLC
UNCHANGED73673600%$80.8K$97.2K+$16.3K2026-11-03
Blair William & Co
INCREASED713712+1+0%$78.2K$94.1K+$15.8K2026-11-10
Compass Financial Management LLC
INCREASED687685+2+0%$84.2K$90.7K+$6.5K2026-10-30
Global Retirement Partners, LLC
DECREASED518586-68-12%$64.3K$68.4K+$4.0K2026-11-10
RMG Wealth Management LLC
INCREASED500300+200+67%$38.7K$74.1K+$35.4K2026-10-26
Anchor Investment Management, LLC
UNCHANGED40440400%$44.4K$53.3K+$9.0K2026-11-10
Winch Advisory Services, LLC
INCREASED373372+1+0%$40.8K$49.2K+$8.4K2026-11-06
Hilltop National Bank
UNCHANGED31531500%$34.6K$41.6K+$7.0K2026-10-14
Highland Investment Advisors LLC
INCREASED310309+1+0%$33.9K$40.9K+$7.0K2026-11-09
Nuveen, LLC
NEW250—+250——$33.0K—2026-11-10
New England Capital Financial Advisors LLC
UNCHANGED22522500%$24.7K$29.7K+$5.0K2026-11-03
William Mack & Associates, Inc.
NEW213—+213——$28.1K—2026-10-27
Lanark Financial, Inc.
UNCHANGED20120100%$22.1K$26.5K+$4.5K2026-10-26
Caldwell Sutter Capital, Inc.
UNCHANGED20020000%$22.0K$26.4K+$4.4K2026-11-09
Hilton Head Capital Partners, LLC
UNCHANGED20020000%$22.0K$26.4K+$4.4K2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED18718700%$20.5K$24.7K+$4.1K2026-10-16
Private Trust Co NA
INCREASED16450+114+228%$5.5K$21.6K+$16.2K2026-10-20
Larson Financial Group LLC
INCREASED159158+1+1%$17.4K$21.0K+$3.6K2026-11-05
Abound Wealth Management
UNCHANGED15815800%$17.4K$20.9K+$3.5K2026-10-26
Avion Wealth
UNCHANGED15015000%$16$19+$32026-11-04
Turtle Creek Wealth Advisors, LLC
UNCHANGED13513500%$14.8K$17.8K+$3.0K2026-10-15
Allspring Global Investments Holdings, LLC
DECREASED127289-162-56%$31.7K$17.3K-$14.4K2026-11-04
Jacobi Capital Management LLC
NEW110—+110——$14.5K—2026-11-05
Spire Wealth Management
INCREASED105104+1+1%$11.4K$13.8K+$2.4K2026-10-30
Roxbury Financial LLC
INCREASED103102+1+1%$11.2K$13.6K+$2.3K2026-10-01
Golden State Wealth Management, LLC
UNCHANGED10010000%$11.0K$13.2K+$2.2K2026-11-02
Hantz Financial Services, Inc.
UNCHANGED10010000%$11.0K$13-$11.0K2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED10010000%$11.0K$13.2K+$2.2K2026-10-14
IFP Advisors, Inc
UNCHANGED808000%$8.8K$10.6K+$1.8K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED717100%$7.8K$9.4K+$1.6K2026-10-20
Tidemark, LLC
UNCHANGED707000%$7.7K$9.2K+$1.6K2026-11-09
Gamma Investing LLC
UNCHANGED696900%$7.6K$9.1K+$1.5K2026-10-08
Wagner Wealth Management, LLC
UNCHANGED575700%$6.3K$7.5K+$1.3K2026-10-21
Cassaday & Co Wealth Management LLC
NEW56—+56——$7.4K—2026-10-27
Princeton Global Asset Management LLC
UNCHANGED515100%$5.6K$6.7K+$1.1K2026-10-21
Cedar Mountain Advisors, LLC
UNCHANGED424200%$4.6K$5.6K+$9502026-10-15
Montag A & Associates Inc
NEW40—+40——$5.3K—2026-10-29
Farther Finance Advisors, LLC
UNCHANGED393900%$4.3K$5.2K+$8812026-10-08
Assetmark, Inc
UNCHANGED353500%$3.8K$4.6K+$7762026-10-21
Russell Investments Group, Ltd.
NEW33—+33——$4.4K—2026-11-06
Great Lakes Advisors, LLC
NEW31—+31——$4.1K—2026-11-06
Morse Asset Management, Inc
UNCHANGED222200%$2.4K$2.9K+$4882026-11-09
Signaturefd, LLC
UNCHANGED111100%$1.2K$1.4K+$2412026-10-23
Alerus Financial NA
UNCHANGED7700%$769$924+$1552026-11-09
PFS Partners, LLC
UNCHANGED2200%$228$274+$462026-10-21
Sowell Financial Services LLC
CLOSED01,995-1,995-100%$219.1K$0-$219.1K2026-10-23
International Assets Investment Management, LLC
CLOSED0940-940-100%$103.2K$0-$103.2K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED0238-238-100%$26.1K$0-$26.1K2026-10-26
Institute for Wealth Management, Llc.
CLOSED067-67-100%$7.4K$0-$7.4K2026-11-06
MCF Advisors LLC
CLOSED019-19-100%$2.1K$0-$2.1K2026-10-28
Huntington National Bank
CLOSED010-10-100%$1.1K$0-$1.1K2026-11-10
Morgan Stanley
N/A—297,508-297,508-100%$32.7M———
Two Sigma Investments, LP
N/A—117,548-117,548-100%$12.9M———
Bank of America Corp
N/A—100,740-100,740-100%$11.1M———
Wells Fargo & Company
N/A—89,518-89,518-100%$9.8M———
EP Wealth Advisors, LLC
N/A—79,628-79,628-100%$8.7M———
Royal Bank of Canada
N/A—46,115-46,115-100%$5.1M———
Citadel Advisors LLC
N/A—43,903-43,903-100%$4.8M———
Ameriprise Financial Inc
N/A—43,364-43,364-100%$4.8M———
Amica Mutual Insurance Co
N/A—40,914-40,914-100%$4.5M———
Susquehanna International Group, LLP
N/A—39,341-39,341-100%$4.3M———
UBS Group AG
N/A—39,247-39,247-100%$4.3M———
Mutual Advisors, LLC
N/A—29,704-29,704-100%$3.3M———
Manufacturers Life Insurance Company, the
N/A—28,410-28,410-100%$3.1M———
Martin & Co Inc
N/A—22,678-22,678-100%$2.5M———
Johnson Investment Counsel Inc
N/A—21,816-21,816-100%$2.4M———
PFG Investments, LLC
N/A—19,021-19,021-100%$2.1M———
Flow Traders U.S. LLC
N/A—17,142-17,142-100%$1.9M———
Envestnet Asset Management Inc
N/A—16,302-16,302-100%$1.8M———
Northwestern Mutual Wealth Management Co
N/A—16,301-16,301-100%$1.8M———
Raymond James Financial Inc
N/A—15,392-15,392-100%$1.7M———
Osaic Holdings, Inc.
N/A—13,007-13,007-100%$1.4M———
Independent Family Office, LLC
N/A—12,754-12,754-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—12,389-12,389-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—12,304-12,304-100%$1.4M———
Jones Financial Companies Lllp
N/A—11,898-11,898-100%$1.3M———
Mariner, LLC
N/A—11,666-11,666-100%$1.3M———
Stifel Financial Corp
N/A—11,414-11,414-100%$1.3M———
Audent Global Asset Management, LLC
N/A—10,951-10,951-100%$1.2M———
JPMorgan Chase & Co
N/A—10,559-10,559-100%$1.2M———
Cetera Investment Advisers
N/A—10,527-10,527-100%$1.2M———
Savvy Advisors, Inc.
N/A—10,063-10,063-100%$1.1M———
GTS Securities LLC
N/A—8,592-8,592-100%$943.7K———
PCG Wealth Advisors, LLC
N/A—8,536-8,536-100%$937.5K———
Cresset Asset Management, LLC
N/A—7,604-7,604-100%$835.1K———
Northern Trust Corp
N/A—7,349-7,349-100%$807.1K———
Steward Partners Investment Advisory, LLC
N/A—6,671-6,671-100%$732.6K———
RiverFront Investment Group, LLC
N/A—6,491-6,491-100%$712.9K———
Qube Research & Technologies Ltd
N/A—6,477-6,477-100%$711.4K———
D. E. Shaw & Co., Inc.
N/A—6,349-6,349-100%$696.6K———
Millennium Management LLC
N/A—5,801-5,801-100%$637.1K———
Jane Street Group, LLC
N/A—5,307-5,307-100%$582.9K———
Regatta Research & Money Management
N/A—5,093-5,093-100%$559.3K———
Sanctuary Advisors, LLC
N/A—4,784-4,784-100%$525.4K———
Betterment LLC
N/A—4,358-4,358-100%$479.0K———
MML Investors Services, LLC
N/A—4,310-4,310-100%$473.4K———
Westmount Partners, LLC
N/A—4,263-4,263-100%$468.2K———
Equitable Holdings, Inc.
N/A—3,966-3,966-100%$435.6K———
Goldman Sachs Group Inc
N/A—3,938-3,938-100%$432.5K———
Stephens Inc
N/A—3,732-3,732-100%$409.9K———
Focus Partners Wealth
N/A—3,354-3,354-100%$368.5K———
Fiduciary Trust Co
N/A—3,005-3,005-100%$330.0K———
Mercer Global Advisors Inc
N/A—2,963-2,963-100%$325.4K———
&partners
N/A—2,782-2,782-100%$305.5K———
Marshall Wace, LLP
N/A—2,573-2,573-100%$282.6K———
Rockefeller Capital Management L.P.
N/A—2,086-2,086-100%$229.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,069-2,069-100%$227.0K———
one8zero8, LLC
N/A—1,400-1,400-100%$153.8K———
Ancora Advisors LLCA
N/A—868-868-100%$95.3K———
Whittier Trust Co of Nevada Inc
N/A—700-700-100%$78.7K———
BlackRock, Inc.
N/A—526-526-100%$57.8K———
Strategic Wealth Partners, Ltd.
N/A—500-500-100%$54.9K———
BFC Planning, Inc.
N/A—425-425-100%$46.7K———
NewEdge Advisors, LLC
N/A—408-408-100%$44.8K———
UBS Asset Management Americas LLC
N/A—368-368-100%$40.4K———
National Bank of Canada
N/A—275-275-100%$30.2K———
O'shaughnessy Asset Management, LLC
N/A—273-273-100%$30.0K———
Kerr Financial Planning Corp
N/A—245-245-100%$26.8K———
Arax Advisory Partners
N/A—222-222-100%$24.4K———
AE Wealth Management LLC
N/A—217-217-100%$23.8K———
Whittier Trust Co
N/A—203-203-100%$22.4K———
Howe & Rusling Inc
N/A—202-202-100%$22.2K———
Ameriflex Group, Inc.
N/A—177-177-100%$19.4K———
GW&K Investment Management, LLC
N/A—167-167-100%$18———
HighMark Wealth Management LLC
N/A—159-159-100%$17.4K———
Atlantic Union Bankshares Corp
N/A—154-154-100%$16.9K———
Atomic Invest LLC
N/A—151-151-100%$16.7K———
Nova Wealth Management, Inc.
N/A—130-130-100%$14.3K———
Fiduciary Financial Advisors
N/A—82-82-100%$8.9K———
Integrity Financial Corp
N/A—20-20-100%$2.2K———
Showing 189 of 189 institutions