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Ishares Msci Europe Financia (EUFN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares276,161 from 276,161
Change0 (0%)
Value$11.0M (+$218.2K)
Filed 2026-10-29
Riggs Asset Managment Co. Inc.
INCREASED
Shares252,361 from 251,135
Change+1,226 (+0%)
Value$10.0M (+$247.2K)
Filed 2026-11-05
Anderson Hoagland & Co
INCREASED
Shares154,515 from 151,757
Change+2,758 (+2%)
Value$5.9M (-$40.8K)
Filed 2026-10-23
Viewpoint Capital Management LLC
INCREASED
Shares111,522 from 103,632
Change+7,890 (+8%)
Value$4.4M (+$395.7K)
Filed 2026-10-27
Ameliora Wealth Management Ltd.
INCREASED
Shares111,420 from 106,150
Change+5,270 (+5%)
Value$4.4M (+$293.5K)
Filed 2026-10-23
Waterfront Wealth Inc.
DECREASED
Shares107,994 from 110,452
Change-2,458 (-2%)
Value$4.2M (-$277.3K)
Filed 2026-11-03
Evergreen Private Wealth LLC
INCREASED
Shares96,491 from 96,040
Change+451 (+0%)
Value$3.8M (+$93.8K)
Filed 2026-10-30
North Star Investment Management Corp.
UNCHANGED
Shares94,812 from 94,812
Change0 (0%)
Value$3.8M (+$74.9K)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares76,153 from 77,416
Change-1,263 (-2%)
Value$3.0M (+$10.9K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares70,590 from 36,377
Change+34,213 (+94%)
Value$2.8K (-$1.4M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares69,564 from 61,016
Change+8,548 (+14%)
Value$2.8M (+$388.2K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares62,297 from 61,052
Change+1,245 (+2%)
Value$2.3M (-$32.3K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares59,270 from 55,027
Change+4,243 (+8%)
Value$2.4K (-$2.1M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares52,509 from 47,414
Change+5,095 (+11%)
Value$2.1M (+$240.2K)
Filed 2026-11-02
Park Edge Advisors, LLC
NEW
Shares43,856
Change+43,856
Value$1.7M
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares33,970 from 39,401
Change-5,431 (-14%)
Value$1.4M (-$183.9K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares28,722 from 30,811
Change-2,089 (-7%)
Value$1.1M (-$58.8K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares27,828 from 78,036
Change-50,208 (-64%)
Value$1.1M (-$1.9M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares26,972 from 8,626
Change+18,346 (+213%)
Value$1.1M (+$736.6K)
Filed 2026-11-02
Advocate Investing Services LLC
UNCHANGED
Shares25,740 from 25,740
Change0 (0%)
Value$1.0M (+$20.3K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
DECREASED
Shares24,944 from 30,655
Change-5,711 (-19%)
Value$992.3K (-$203.0K)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
DECREASED
Shares22,282 from 22,521
Change-239 (-1%)
Value$886.4K (+$8.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares21,256 from 17,774
Change+3,482 (+20%)
Value$825.4K (+$97.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares21,256 from 17,774
Change+3,482 (+20%)
Value$825.4K (+$97.2K)
Filed 2026-10-20
GAM Holding AG
UNCHANGED
Shares20,535 from 20,535
Change0 (0%)
Value$817.2K (+$16.3K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares20,400 from 19,907
Change+493 (+2%)
Value$811.5K (+$35.3K)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares20,220 from 23,007
Change-2,787 (-12%)
Value$804.4K (-$92.7K)
Filed 2026-10-14
Cordoba Advisory Partners LLC
INCREASED
Shares16,182 from 13,161
Change+3,021 (+23%)
Value$643.7K (+$130.6K)
Filed 2026-10-19
Hedges Asset Management LLC
DECREASED
Shares16,000 from 19,000
Change-3,000 (-16%)
Value$636.5K (-$104.3K)
Filed 2026-10-29
Beacon Financial Group
INCREASED
Shares13,375 from 11,865
Change+1,510 (+13%)
Value$532.1K (+$69.4K)
Filed 2026-10-19
Harmony Asset Management LLC
DECREASED
Shares12,885 from 13,063
Change-178 (-1%)
Value$512.5K (+$3.2K)
Filed 2026-10-20
Parcion Private Wealth LLC
UNCHANGED
Shares12,650 from 12,650
Change0 (0%)
Value$503.2K (+$10.0K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares11,964 from 12,579
Change-615 (-5%)
Value$457.6K (-$46.9K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED
Shares11,720 from 6,645
Change+5,075 (+76%)
Value$466.2K (+$207.1K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares11,443 from 12,802
Change-1,359 (-11%)
Value$455.2K (-$43.9K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares10,517 from 8,667
Change+1,850 (+21%)
Value$418.4K (+$80.4K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares10,287 from 8,224
Change+2,063 (+25%)
Value$398.7K (+$77.0K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares10,154 from 9,498
Change+656 (+7%)
Value$404.0K (+$33.6K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares9,843 from 8,784
Change+1,059 (+12%)
Value$391.5K (+$49.1K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
UNCHANGED
Shares9,405 from 9,405
Change0 (0%)
Value$374.1K (+$7.4K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares9,220 from 13,220
Change-4,000 (-30%)
Value$366.8K (-$148.7K)
Filed 2026-10-23
LJI Wealth Management, LLC
UNCHANGED
Shares9,005 from 9,005
Change0 (0%)
Value$358.2K (+$7.1K)
Filed 2026-10-28
CPA Asset Management Group, LLC
UNCHANGED
Shares8,471 from 8,471
Change0 (0%)
Value$337.0K (+$6.7K)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares8,271 from 8,436
Change-165 (-2%)
Value$329.0K (+$101)
Filed 2026-10-22
Kestra Investment Management, LLC
NEW
Shares7,977
Change+7,977
Value$317.3K
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares7,874 from 8,689
Change-815 (-9%)
Value$313.2K (-$25.6K)
Filed 2026-10-29
Triad Wealth Partners, LLC
DECREASED
Shares7,791 from 8,994
Change-1,203 (-13%)
Value$309.9K (-$68.7K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares7,706 from 8,263
Change-557 (-7%)
Value$306.5K (-$15.6K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares7,371 from 1,807
Change+5,564 (+308%)
Value$293.2K (+$222.8K)
Filed 2026-11-04
Guerra PAN Advisors, LLC
UNCHANGED
Shares7,352 from 7,352
Change0 (0%)
Value$280.3K (-$6.4K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
UNCHANGED
Shares6,685 from 6,685
Change0 (0%)
Value$265.9K (+$5.3K)
Filed 2026-10-08
Mondrian Investment Partners LTD
NEW
Shares6,525
Change+6,525
Value$248.7K
Filed 2026-10-23
Integrated Advisors Network LLC
NEW
Shares6,331
Change+6,331
Value$251.8K
Filed 2026-10-20
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares5,882 from 5,882
Change0 (0%)
Value$234.0K (+$4.6K)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares5,863 from 13,846
Change-7,983 (-58%)
Value$233.2K (-$306.6K)
Filed 2026-10-23
Nautilus Advisors LLC
UNCHANGED
Shares5,643 from 5,643
Change0 (0%)
Value$224.5K (-$1.9K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
DECREASED
Shares5,523 from 7,299
Change-1,776 (-24%)
Value$219.7K (-$64.9K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
NEW
Shares5,363
Change+5,363
Value$213.3K
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
NEW
Shares5,166
Change+5,166
Value$205.5K
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares4,800
Change+4,800
Value$190.9K
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares4,189 from 4,189
Change0 (0%)
Value$166.6K (+$3.3K)
Filed 2026-10-15
Friedenthal Financial
NEW
Shares3,895
Change+3,895
Value$154.9K
Filed 2026-10-27
Private Wealth Management Group, LLC
NEW
Shares2,657
Change+2,657
Value$105.7K
Filed 2026-10-19
Provenance Wealth Advisors, LLC
UNCHANGED
Shares2,542 from 2,542
Change0 (0%)
Value$101.1K (+$2.0K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares2,289 from 1,900
Change+389 (+20%)
Value$91.1K (+$17.0K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,178 from 2,178
Change0 (0%)
Value$86.6K (+$1.7K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares2,067 from 1,812
Change+255 (+14%)
Value$82.2K (+$11.6K)
Filed 2026-10-08
Activest Wealth Management
INCREASED
Shares2,050 from 1,335
Change+715 (+54%)
Value$81.5K (+$29.5K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares1,872 from 1,868
Change+4 (+0%)
Value$74.5K (+$1.6K)
Filed 2026-10-30
Bokf, NA
UNCHANGED
Shares1,854 from 1,854
Change0 (0%)
Value$73.8K (+$1.5K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$67.9K (+$1.3K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares1,631 from 1,728
Change-97 (-6%)
Value$64.9K (-$2.5K)
Filed 2026-10-30
LFA - Lugano Financial Advisors SA
NEW
Shares1,557
Change+1,557
Value$61.9K
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$60.9K (+$1.2K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$55.7K (+$1.1K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,328 from 918
Change+410 (+45%)
Value$51.4K (+$14.8K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$51.3K (+$1.0K)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$34.2K (+$678)
Filed 2026-11-05
Cullen T Bankers, Inc.
NEW
Shares785
Change+785
Value$31.2K
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$30.5K (+$606)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares642 from 600
Change+42 (+7%)
Value$25.5K (+$2.1K)
Filed 2026-10-16
Pittenger & Anderson Inc
NEW
Shares524
Change+524
Value$20.8K
Filed 2026-11-02
Y.D. More Investments Ltd
NEW
Shares500
Change+500
Value$19.9K
Filed 2026-11-02
Avion Wealth
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19 ($0)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$15.9K (+$316)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares379 from 215
Change+164 (+76%)
Value$15.1K (+$6.7K)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$14.8K (+$295)
Filed 2026-10-19
Private Trust Co NA
NEW
Shares372
Change+372
Value$14.8K
Filed 2026-10-20
True Wealth Design, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$14.6K (+$291)
Filed 2026-10-13
Byrne Asset Management LLC
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$13.4K (-$112)
Filed 2026-10-06
Asset Dedication, LLC
NEW
Shares336
Change+336
Value$13.4K
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$12.1K (+$240)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$12.0K (+$239)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$11.9K (+$237)
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$11.3K (+$223)
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$11.2K (+$222)
Filed 2026-10-27
Fiduciary Advisors, Inc.
NEW
Shares275
Change+275
Value$10.9K
Filed 2026-10-16
CoreCap Advisors, LLC
NEW
Shares262
Change+262
Value$10.4K
Filed 2026-10-08
Covestor Ltd
NEW
Shares234
Change+234
Value$9
Filed 2026-10-30
AlphaCore Capital LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$8.7K (+$172)
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$7.2K (+$143)
Filed 2026-10-22
Golden State Wealth Management, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$7.0K (+$139)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares172
Change+172
Value$7
Filed 2026-10-02
Nfsg Corp
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$6.4K (+$127)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares154
Change+154
Value$6.1K
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares140
Change+140
Value$5.6K
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$5.2K (+$104)
Filed 2026-11-05
West Branch Capital LLC
NEW
Shares111
Change+111
Value$4.4K
Filed 2026-10-20
Abound Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (+$79)
Filed 2026-10-26
Ascentis Wealth Management, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.4K (+$67)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares78
Change+78
Value$3.1K
Filed 2026-11-05
Signature Equity Partners, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$2.6K (+$52)
Filed 2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.4K (+$48)
Filed 2026-11-04
Newton One Investments LLC
NEW
Shares42
Change+42
Value$1.7K
Filed 2026-10-14
Silver Grove Financial Group, Inc.
DECREASED
Shares24 from 27
Change-3 (-11%)
Value$955 (-$98)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares21
Change+21
Value$835
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 30,445
Change-30,445 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$311.9K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 7,087
Change-7,087 (-100%)
Value$0 (-$276.3K)
Filed 2026-10-16
Wedbush Securities Inc
CLOSED
Shares0 from 5,746
Change-5,746 (-100%)
Value$0 (-$224.0K)
Filed 2026-10-22
TD Private Client Wealth LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$56.1K)
Filed 2026-10-28
GFS Advisors, LLC
CLOSED
Shares0 from 951
Change-951 (-100%)
Value$0 (-$550.3K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$35.6K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-28
Solstein Capital, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-13
Evolution Wealth Management Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-28
Fisher Asset Management, LLC
N/A
Shares— from 18,725,785
Change-18,725,785 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,232,405
Change-13,232,405 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,953,428
Change-5,953,428 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 4,994,300
Change-4,994,300 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 4,563,204
Change-4,563,204 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,820,200
Change-1,820,200 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,529,480
Change-1,529,480 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,363,978
Change-1,363,978 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 885,757
Change-885,757 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 847,503
Change-847,503 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 634,285
Change-634,285 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 603,439
Change-603,439 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 596,612
Change-596,612 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 586,140
Change-586,140 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 557,434
Change-557,434 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 453,409
Change-453,409 (-100%)
Value—
FMR LLC
N/A
Shares— from 406,958
Change-406,958 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 378,000
Change-378,000 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 337,623
Change-337,623 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 325,350
Change-325,350 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 301,357
Change-301,357 (-100%)
Value—
UBS Group AG
N/A
Shares— from 287,782
Change-287,782 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 230,218
Change-230,218 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 222,336
Change-222,336 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 166,183
Change-166,183 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 158,885
Change-158,885 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 144,340
Change-144,340 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 143,250
Change-143,250 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 136,156
Change-136,156 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 111,940
Change-111,940 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 111,123
Change-111,123 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 85,218
Change-85,218 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 84,846
Change-84,846 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 77,785
Change-77,785 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 75,314
Change-75,314 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 74,190
Change-74,190 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 55,582
Change-55,582 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 48,195
Change-48,195 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 42,145
Change-42,145 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 41,738
Change-41,738 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 39,341
Change-39,341 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,646
Change-36,646 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 33,309
Change-33,309 (-100%)
Value—
&partners
N/A
Shares— from 31,702
Change-31,702 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,137
Change-31,137 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 31,020
Change-31,020 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 28,754
Change-28,754 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,725
Change-28,725 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 28,437
Change-28,437 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 28,313
Change-28,313 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,487
Change-27,487 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 25,056
Change-25,056 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 24,597
Change-24,597 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,846
Change-23,846 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 23,750
Change-23,750 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 21,951
Change-21,951 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 21,889
Change-21,889 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,492
Change-21,492 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 19,233
Change-19,233 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 17,346
Change-17,346 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,057
Change-15,057 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 14,039
Change-14,039 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 13,438
Change-13,438 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,249
Change-13,249 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,975
Change-12,975 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,887
Change-10,887 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,567
Change-10,567 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,053
Change-10,053 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,051
Change-10,051 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,045
Change-10,045 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 9,216
Change-9,216 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,216
Change-9,216 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,174
Change-8,174 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,914
Change-7,914 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,905
Change-7,905 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 7,231
Change-7,231 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 7,118
Change-7,118 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,746
Change-6,746 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,269
Change-6,269 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,846
Change-5,846 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 726
Change-726 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 621
Change-621 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 555
Change-555 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 290
Change-290 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 269
Change-269 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 221
Change-221 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 157
Change-157 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 140
Change-140 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 50
Change-50 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED276,161276,16100%$10.8M$11.0M+$218.2K2026-10-29
Riggs Asset Managment Co. Inc.
INCREASED252,361251,135+1,226+0%$9.8M$10.0M+$247.2K2026-11-05
Anderson Hoagland & Co
INCREASED154,515151,757+2,758+2%$5.9M$5.9M-$40.8K2026-10-23
Viewpoint Capital Management LLC
INCREASED111,522103,632+7,890+8%$4.0M$4.4M+$395.7K2026-10-27
Ameliora Wealth Management Ltd.
INCREASED111,420106,150+5,270+5%$4.1M$4.4M+$293.5K2026-10-23
Waterfront Wealth Inc.
DECREASED107,994110,452-2,458-2%$4.4M$4.2M-$277.3K2026-11-03
Evergreen Private Wealth LLC
INCREASED96,49196,040+451+0%$3.7M$3.8M+$93.8K2026-10-30
North Star Investment Management Corp.
UNCHANGED94,81294,81200%$3.7M$3.8M+$74.9K2026-10-27
Assetmark, Inc
DECREASED76,15377,416-1,263-2%$3.0M$3.0M+$10.9K2026-10-21
Park Avenue Securities LLC
INCREASED70,59036,377+34,213+94%$1.4M$2.8K-$1.4M2026-10-26
Commonwealth Equity Services, LLC
INCREASED69,56461,016+8,548+14%$2.4M$2.8M+$388.2K2026-11-02
Prospera Financial Services Inc
INCREASED62,29761,052+1,245+2%$2.4M$2.3M-$32.3K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED59,27055,027+4,243+8%$2.1M$2.4K-$2.1M2026-11-02
Creative Planning
INCREASED52,50947,414+5,095+11%$1.8M$2.1M+$240.2K2026-11-02
Park Edge Advisors, LLC
NEW43,856—+43,856——$1.7M—2026-10-28
Farther Finance Advisors, LLC
DECREASED33,97039,401-5,431-14%$1.5M$1.4M-$183.9K2026-10-08
Fifth Third Bancorp
DECREASED28,72230,811-2,089-7%$1.2M$1.1M-$58.8K2026-11-05
Truist Financial Corp
DECREASED27,82878,036-50,208-64%$3.0M$1.1M-$1.9M2026-10-30
Kestra Advisory Services, LLC
INCREASED26,9728,626+18,346+213%$336.3K$1.1M+$736.6K2026-11-02
Advocate Investing Services LLC
UNCHANGED25,74025,74000%$1.0M$1.0M+$20.3K2026-10-26
Bright Futures Wealth Management, Llc.
DECREASED24,94430,655-5,711-19%$1.2M$992.3K-$203.0K2026-10-23
Parkway Wealth Management Group, LLC
DECREASED22,28222,521-239-1%$878.1K$886.4K+$8.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED21,25617,774+3,482+20%$728.2K$825.4K+$97.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED21,25617,774+3,482+20%$728.2K$825.4K+$97.2K2026-10-20
GAM Holding AG
UNCHANGED20,53520,53500%$800.9K$817.2K+$16.3K2026-11-03
JB Capital LLC
INCREASED20,40019,907+493+2%$776.2K$811.5K+$35.3K2026-10-19
Davenport & Co LLC
DECREASED20,22023,007-2,787-12%$897.0K$804.4K-$92.7K2026-10-14
Cordoba Advisory Partners LLC
INCREASED16,18213,161+3,021+23%$513.1K$643.7K+$130.6K2026-10-19
Hedges Asset Management LLC
DECREASED16,00019,000-3,000-16%$740.8K$636.5K-$104.3K2026-10-29
Beacon Financial Group
INCREASED13,37511,865+1,510+13%$462.6K$532.1K+$69.4K2026-10-19
Harmony Asset Management LLC
DECREASED12,88513,063-178-1%$509.3K$512.5K+$3.2K2026-10-20
Parcion Private Wealth LLC
UNCHANGED12,65012,65000%$493.2K$503.2K+$10.0K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED11,96412,579-615-5%$504.6K$457.6K-$46.9K2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED11,7206,645+5,075+76%$259.1K$466.2K+$207.1K2026-11-02
Lido Advisors, LLC
DECREASED11,44312,802-1,359-11%$499.2K$455.2K-$43.9K2026-11-04
Vise Technologies, Inc.
INCREASED10,5178,667+1,850+21%$337.9K$418.4K+$80.4K2026-10-29
TD Waterhouse Canada Inc.
INCREASED10,2878,224+2,063+25%$321.7K$398.7K+$77.0K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED10,1549,498+656+7%$370.3K$404.0K+$33.6K2026-10-14
Sigma Planning Corp
INCREASED9,8438,784+1,059+12%$342.5K$391.5K+$49.1K2026-10-23
Tcfg Investment Advisors, LLC
UNCHANGED9,4059,40500%$366.7K$374.1K+$7.4K2026-10-20
Simplicity Wealth,LLC
DECREASED9,22013,220-4,000-30%$515.5K$366.8K-$148.7K2026-10-23
LJI Wealth Management, LLC
UNCHANGED9,0059,00500%$351.1K$358.2K+$7.1K2026-10-28
CPA Asset Management Group, LLC
UNCHANGED8,4718,47100%$330.3K$337.0K+$6.7K2026-10-26
Brookstone Capital Management
DECREASED8,2718,436-165-2%$328.9K$329.0K+$1012026-10-22
Kestra Investment Management, LLC
NEW7,977—+7,977——$317.3K—2026-11-04
Koshinski Asset Management, Inc.
DECREASED7,8748,689-815-9%$338.8K$313.2K-$25.6K2026-10-29
Triad Wealth Partners, LLC
DECREASED7,7918,994-1,203-13%$378.6K$309.9K-$68.7K2026-10-26
Independent Financial Group, LLC
DECREASED7,7068,263-557-7%$322.2K$306.5K-$15.6K2026-10-13
Creative Financial Designs Inc
INCREASED7,3711,807+5,564+308%$70.4K$293.2K+$222.8K2026-11-04
Guerra PAN Advisors, LLC
UNCHANGED7,3527,35200%$286.7K$280.3K-$6.4K2026-10-26
Valeo Financial Advisors, LLC
UNCHANGED6,6856,68500%$260.6K$265.9K+$5.3K2026-10-08
Mondrian Investment Partners LTD
NEW6,525—+6,525——$248.7K—2026-10-23
Integrated Advisors Network LLC
NEW6,331—+6,331——$251.8K—2026-10-20
Garrett Wealth Advisory Group, LLC
UNCHANGED5,8825,88200%$229.3K$234.0K+$4.6K2026-10-22
HB Wealth Management, LLC
DECREASED5,86313,846-7,983-58%$539.9K$233.2K-$306.6K2026-10-23
Nautilus Advisors LLC
UNCHANGED5,6435,64300%$226.3K$224.5K-$1.9K2026-10-07
J.W. Cole Advisors, Inc.
DECREASED5,5237,299-1,776-24%$284.6K$219.7K-$64.9K2026-11-05
Quadrant Private Wealth Management, LLC
NEW5,363—+5,363——$213.3K—2026-11-04
Badgley Phelps Wealth Managers, LLC
NEW5,166—+5,166——$205.5K—2026-10-22
Root Financial Partners, LLC
NEW4,800—+4,800——$190.9K—2026-10-21
Blue Trust, Inc.
UNCHANGED4,1894,18900%$163.3K$166.6K+$3.3K2026-10-15
Friedenthal Financial
NEW3,895—+3,895——$154.9K—2026-10-27
Private Wealth Management Group, LLC
NEW2,657—+2,657——$105.7K—2026-10-19
Provenance Wealth Advisors, LLC
UNCHANGED2,5422,54200%$99.1K$101.1K+$2.0K2026-10-30
US Bancorp \de\
INCREASED2,2891,900+389+20%$74.1K$91.1K+$17.0K2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED2,1782,17800%$84.9K$86.6K+$1.7K2026-11-03
Gamma Investing LLC
INCREASED2,0671,812+255+14%$70.7K$82.2K+$11.6K2026-10-08
Activest Wealth Management
INCREASED2,0501,335+715+54%$52.1K$81.5K+$29.5K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED1,8721,868+4+0%$72.8K$74.5K+$1.6K2026-10-30
Bokf, NA
UNCHANGED1,8541,85400%$72.3K$73.8K+$1.5K2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED1,7081,70800%$66.6K$67.9K+$1.3K2026-10-22
Spire Wealth Management
DECREASED1,6311,728-97-6%$67.4K$64.9K-$2.5K2026-10-30
LFA - Lugano Financial Advisors SA
NEW1,557—+1,557——$61.9K—2026-11-03
Mather Group, Llc.
UNCHANGED1,5311,53100%$59.7K$60.9K+$1.2K2026-10-14
Wilmington Savings Fund Society, FSB
UNCHANGED1,4001,40000%$54.6K$55.7K+$1.1K2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED1,328918+410+45%$36.6K$51.4K+$14.8K2026-11-04
Triumph Capital Management
UNCHANGED1,2901,29000%$50.3K$51.3K+$1.0K2026-10-14
Larson Financial Group LLC
UNCHANGED85985900%$33.5K$34.2K+$6782026-11-05
Cullen T Bankers, Inc.
NEW785—+785——$31.2K—2026-10-28
Cassaday & Co Wealth Management LLC
UNCHANGED76776700%$29.9K$30.5K+$6062026-10-27
IFP Advisors, Inc
INCREASED642600+42+7%$23.4K$25.5K+$2.1K2026-10-16
Pittenger & Anderson Inc
NEW524—+524——$20.8K—2026-11-02
Y.D. More Investments Ltd
NEW500—+500——$19.9K—2026-11-02
Avion Wealth
UNCHANGED50050000%$19$19$02026-11-04
Downshift Financial, LLC
UNCHANGED40040000%$15.6K$15.9K+$3162026-10-13
Rossby Financial, LCC
INCREASED379215+164+76%$8.4K$15.1K+$6.7K2026-11-05
Ares Financial Consulting, LLC
UNCHANGED37337300%$14.5K$14.8K+$2952026-10-19
Private Trust Co NA
NEW372—+372——$14.8K—2026-10-20
True Wealth Design, LLC
UNCHANGED36836800%$14.3K$14.6K+$2912026-10-13
Byrne Asset Management LLC
UNCHANGED34734700%$13.5K$13.4K-$1122026-10-06
Asset Dedication, LLC
NEW336—+336——$13.4K—2026-11-03
Parallel Advisors, LLC
UNCHANGED30430400%$11.9K$12.1K+$2402026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED30230200%$11.8K$12.0K+$2392026-11-02
Signaturefd, LLC
UNCHANGED30030000%$11.7K$11.9K+$2372026-10-23
Rachor Investment Advisory Services, LLC
UNCHANGED28328300%$11.0K$11.3K+$2232026-10-29
Parkside Financial Bank & Trust
UNCHANGED28128100%$11.0K$11.2K+$2222026-10-27
Fiduciary Advisors, Inc.
NEW275—+275——$10.9K—2026-10-16
CoreCap Advisors, LLC
NEW262—+262——$10.4K—2026-10-08
Covestor Ltd
NEW234—+234——$9—2026-10-30
AlphaCore Capital LLC
UNCHANGED21821800%$8.5K$8.7K+$1722026-11-04
Quaker Wealth Management, LLC
UNCHANGED18118100%$7.1K$7.2K+$1432026-10-22
Golden State Wealth Management, LLC
UNCHANGED17517500%$6.9K$7.0K+$1392026-11-02
Polaris Financial Partners
NEW172—+172——$7—2026-10-02
Nfsg Corp
UNCHANGED16016000%$6.2K$6.4K+$1272026-10-15
Balance Wealth Partners LLC
NEW154—+154——$6.1K—2026-10-27
Team Financial Group, LLC
NEW140—+140——$5.6K—2026-10-30
Central Trust Co
UNCHANGED13113100%$5.1K$5.2K+$1042026-11-05
West Branch Capital LLC
NEW111—+111——$4.4K—2026-10-20
Abound Wealth Management
UNCHANGED10010000%$3.9K$4.0K+$792026-10-26
Ascentis Wealth Management, LLC
UNCHANGED858500%$3.3K$3.4K+$672026-11-03
Jacobi Capital Management LLC
NEW78—+78——$3.1K—2026-11-05
Signature Equity Partners, LLC
UNCHANGED666600%$2.6K$2.6K+$522026-10-29
Elevated Capital Advisors, LLC
UNCHANGED606000%$2.3K$2.4K+$482026-11-04
Newton One Investments LLC
NEW42—+42——$1.7K—2026-10-14
Silver Grove Financial Group, Inc.
DECREASED2427-3-11%$1.1K$955-$982026-11-05
Ascentis Independent Advisors
NEW21—+21——$835—2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED030,445-30,445-100%$1.2M$0-$1.2M2026-10-16
Kestra Private Wealth Services, LLC
CLOSED08,000-8,000-100%$311.9K$0-$311.9K2026-10-30
Concurrent Investment Advisors, LLC
CLOSED07,087-7,087-100%$276.3K$0-$276.3K2026-10-16
Wedbush Securities Inc
CLOSED05,746-5,746-100%$224.0K$0-$224.0K2026-10-22
TD Private Client Wealth LLC
CLOSED01,440-1,440-100%$56.1K$0-$56.1K2026-10-28
GFS Advisors, LLC
CLOSED0951-951-100%$550.3K$0-$550.3K2026-11-03
International Assets Investment Management, LLC
CLOSED0910-910-100%$35.6K$0-$35.6K2026-11-02
MCF Advisors LLC
CLOSED0334-334-100%$13.0K$0-$13.0K2026-10-28
Solstein Capital, LLC
CLOSED0220-220-100%$8.6K$0-$8.6K2026-11-02
Halbert Hargrove Global Advisors, LLC
CLOSED0205-205-100%$8.0K$0-$8.0K2026-10-16
Simplex Trading, LLC
CLOSED090-90-100%$3.5K$0-$3.5K2026-11-04
Founders Capital Management
CLOSED084-84-100%$3.3K$0-$3.3K2026-10-13
Evolution Wealth Management Inc.
CLOSED045-45-100%$1.8K$0-$1.8K2026-10-28
Fisher Asset Management, LLC
N/A—18,725,785-18,725,785-100%$730.1M———
JPMorgan Chase & Co
N/A—13,232,405-13,232,405-100%$512.5M———
Morgan Stanley
N/A—5,953,428-5,953,428-100%$232.1M———
Schroder Investment Management Group
N/A—4,994,300-4,994,300-100%$193.4M———
1607 Capital Partners, LLC
N/A—4,563,204-4,563,204-100%$177.9M———
Victory Capital Management Inc
N/A—1,820,200-1,820,200-100%$71.0M———
Envestnet Asset Management Inc
N/A—1,529,480-1,529,480-100%$59.6M———
RiverFront Investment Group, LLC
N/A—1,363,978-1,363,978-100%$53.2M———
Osaic Holdings, Inc.
N/A—885,757-885,757-100%$34.5M———
LPL Financial LLC
N/A—847,503-847,503-100%$33.0M———
Bank of America Corp
N/A—634,285-634,285-100%$24.7M———
Royal Bank of Canada
N/A—603,439-603,439-100%$23.5M———
Goldman Sachs Group Inc
N/A—596,612-596,612-100%$23.3M———
Azimuth Capital Investment Management LLC
N/A—586,140-586,140-100%$22.9M———
Citadel Advisors LLC
N/A—557,434-557,434-100%$21.7M———
Raymond James Financial Inc
N/A—453,409-453,409-100%$17.7M———
FMR LLC
N/A—406,958-406,958-100%$15.9M———
Unisphere Establishment
N/A—378,000-378,000-100%$14.7M———
Tidal Investments LLC
N/A—337,623-337,623-100%$13.2M———
SIG Brokerage, LP
N/A—325,350-325,350-100%$12.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—301,357-301,357-100%$11.7M———
UBS Group AG
N/A—287,782-287,782-100%$11.2M———
Qube Research & Technologies Ltd
N/A—230,218-230,218-100%$9.0M———
Janney Montgomery Scott LLC
N/A—222,336-222,336-100%$8.7M———
MML Investors Services, LLC
N/A—166,183-166,183-100%$6.5M———
Wells Fargo & Company
N/A—158,885-158,885-100%$6.2M———
Westview Management dba Westview Investment Advisors
N/A—144,340-144,340-100%$5.6M———
Phoenix Financial Ltd.
N/A—143,250-143,250-100%$5.6M———
HighTower Advisors, LLC
N/A—136,156-136,156-100%$5.3M———
Jones Financial Companies Lllp
N/A—111,940-111,940-100%$4.3M———
Cetera Investment Advisers
N/A—111,123-111,123-100%$4.3M———
Spruce Point Capital Management, LLC
N/A—90,000-90,000-100%$3.5M———
Sanctuary Advisors, LLC
N/A—85,218-85,218-100%$3.3M———
Savant Capital, LLC
N/A—84,846-84,846-100%$3.5M———
Ameriprise Financial Inc
N/A—77,785-77,785-100%$3.0M———
Banco de Sabadell, S.a
N/A—75,314-75,314-100%$2.9M———
Baird Financial Group, Inc.
N/A—74,190-74,190-100%$2.9M———
Envestnet Portfolio Solutions, Inc.
N/A—55,582-55,582-100%$2.2M———
D. E. Shaw & Co., Inc.
N/A—48,195-48,195-100%$1.9M———
Stifel Financial Corp
N/A—42,145-42,145-100%$1.6M———
Aspen Grove Capital, LLC
N/A—41,738-41,738-100%$1.6M———
Bank of Montreal
N/A—39,341-39,341-100%$1.5M———
Equitable Holdings, Inc.
N/A—36,646-36,646-100%$1.4M———
World Investment Advisors
N/A—33,309-33,309-100%$1.2M———
&partners
N/A—31,702-31,702-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—31,137-31,137-100%$1.2M———
Bank of Nova Scotia
N/A—31,020-31,020-100%$1.2M———
Transamerica Financial Advisors, LLC
N/A—28,754-28,754-100%$1.1M———
AQR Capital Management LLC
N/A—28,725-28,725-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—28,437-28,437-100%$1.1M———
Ethos Financial Group, LLC
N/A—28,313-28,313-100%$1.1M———
Susquehanna International Group, LLP
N/A—27,487-27,487-100%$1.1M———
Alaska Wealth Advisors, LLC
N/A—25,056-25,056-100%$976.9K———
NewEdge Advisors, LLC
N/A—24,597-24,597-100%$959.1K———
Captrust Financial Advisors
N/A—23,846-23,846-100%$929.8K———
Cary Street Partners Financial LLC
N/A—23,750-23,750-100%$926.0K———
HSBC Holdings PLC
N/A—21,951-21,951-100%$855.9K———
Bessemer Group Inc
N/A—21,889-21,889-100%$853.0K———
Mariner, LLC
N/A—21,492-21,492-100%$838.0K———
Empowered Funds, LLC
N/A—19,233-19,233-100%$749.9K———
Strait & Sound Wealth Management LLC
N/A—17,346-17,346-100%$676.3K———
Barometer Capital Management Inc.
N/A—15,500-15,500-100%$604.3K———
Mercer Global Advisors Inc
N/A—15,057-15,057-100%$587.1K———
17 Capital Partners, LLC
N/A—14,039-14,039-100%$547.4K———
RWA Wealth Partners, LLC
N/A—14,000-14,000-100%$545.9K———
Quantinno Capital Management LP
N/A—13,650-13,650-100%$532.2K———
Cambria Investment Management, L.P.
N/A—13,438-13,438-100%$523.9K———
BlackRock, Inc.
N/A—13,249-13,249-100%$516.6K———
Arkadios Wealth Advisors
N/A—12,975-12,975-100%$505.9K———
AE Wealth Management LLC
N/A—10,887-10,887-100%$424.5K———
JTC Employer Solutions Trustee Ltd
N/A—10,600-10,600-100%$413.0K———
Geneos Wealth Management Inc.
N/A—10,567-10,567-100%$412.0K———
Northern Trust Corp
N/A—10,053-10,053-100%$392.0K———
Private Advisor Group, LLC
N/A—10,051-10,051-100%$391.9K———
CreativeOne Wealth, LLC
N/A—10,045-10,045-100%$391.6K———
Fortis Capital Advisors, LLC
N/A—9,216-9,216-100%$359.3K———
Belpointe Asset Management LLC
N/A—9,216-9,216-100%$359.3K———
Blair William & Co
N/A—8,705-8,705-100%$339.4K———
Forum Finance Group S.A.
N/A—8,700-8,700-100%$274———
AMJ Financial Wealth Management
N/A—8,214-8,214-100%$286.3K———
Integrated Wealth Concepts LLC
N/A—8,174-8,174-100%$318.7K———
Integrity Financial Corp
N/A—8,023-8,023-100%$312.8K———
Northwestern Mutual Wealth Management Co
N/A—7,914-7,914-100%$308.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,905-7,905-100%$307.7K———
Focus Partners Wealth
N/A—7,840-7,840-100%$307.3K———
Sequoia Financial Advisors, LLC
N/A—7,763-7,763-100%$302.7K———
EP Wealth Advisors, LLC
N/A—7,565-7,565-100%$295.0K———
Purkiss Capital Advisors LLC
N/A—7,231-7,231-100%$281.9K———
Beto Financial Group, LLC
N/A—7,118-7,118-100%$282.6K———
Two Sigma Securities, LLC
N/A—6,746-6,746-100%$263.0K———
Dynasty Wealth Management, LLC
N/A—6,440-6,440-100%$251.1K———
PNC Financial Services Group, Inc.
N/A—6,269-6,269-100%$244.4K———
Essex Financial Services, Inc.
N/A—6,000-6,000-100%$233.9K———
Orion Porfolio Solutions, LLC
N/A—5,846-5,846-100%$227.9K———
Calton & Associates, Inc.
N/A—5,674-5,674-100%$221.2K———
Arax Advisory Partners
N/A—5,601-5,601-100%$218.4K———
Foundations Investment Advisors, LLC
N/A—5,290-5,290-100%$206.2K———
Rothschild Investment LLC
N/A—5,251-5,251-100%$204.7K———
Synergy Investment Management, LLC
N/A—4,495-4,495-100%$175.3K———
O'shaughnessy Asset Management, LLC
N/A—4,262-4,262-100%$166.2K———
Huntington National Bank
N/A—4,188-4,188-100%$163.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,788-3,788-100%$147.7K———
Purpose Unlimited Inc.
N/A—3,637-3,637-100%$144.3K———
Edmond de Rothschild Holding S.A.
N/A—3,300-3,300-100%$128.7K———
UBS Asset Management Americas LLC
N/A—3,076-3,076-100%$119.9K———
Harbour Investments, Inc.
N/A—3,054-3,054-100%$119.1K———
Allworth Financial LP
N/A—2,416-2,416-100%$94.2K———
Lazard Asset Management LLC
N/A—2,065-2,065-100%$80.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,862-1,862-100%$72.6K———
BFC Planning, Inc.
N/A—1,862-1,862-100%$72.6K———
Hantz Financial Services, Inc.
N/A—1,749-1,749-100%$68.0K———
Russell Investments Group, Ltd.
N/A—1,659-1,659-100%$64.7K———
Federation des caisses Desjardins du Quebec
N/A—1,525-1,525-100%$59.5K———
EFG International AG
N/A—1,500-1,500-100%$58.5K———
Aptus Capital Advisors, LLC
N/A—1,450-1,450-100%$56.5K———
ST Germain D J Co Inc
N/A—1,446-1,446-100%$56.4K———
Darwin Wealth Management, LLC
N/A—1,246-1,246-100%$48.6K———
Vanguard National Trust Co
N/A—1,155-1,155-100%$45.0K———
Institute for Wealth Management, Llc.
N/A—1,083-1,083-100%$42.2K———
Whittier Trust Co
N/A—726-726-100%$29.4K———
Godfrey Financial Associates, Inc.
N/A—621-621-100%$24.2K———
Webster Bank, N. A.
N/A—555-555-100%$21.6K———
IFG Advisory, LLC
N/A—500-500-100%$19.5K———
Global Retirement Partners, LLC
N/A—480-480-100%$18.7K———
Continuum Advisory, LLC
N/A—418-418-100%$16.3K———
Waverly Advisors, LLC
N/A—373-373-100%$14.5K———
Turim 21 Investimentos Ltda.
N/A—329-329-100%$17.7K———
Brown Brothers Harriman & Co
N/A—290-290-100%$11.3K———
Fiduciary Financial Advisors
N/A—269-269-100%$10.5K———
Johnson Financial Group, Inc.
N/A—221-221-100%$8.6K———
Keating Financial Advisory Services, Inc.
N/A—165-165-100%$6.4K———
Copia Wealth Management
N/A—160-160-100%$6.2K———
Whittier Trust Co of Nevada Inc
N/A—157-157-100%$6.3K———
Crews Bank & Trust
N/A—140-140-100%$5.5K———
Nova Wealth Management, Inc.
N/A—138-138-100%$5.4K———
Highland Investment Advisors LLC
N/A—131-131-100%$5.1K———
LGT Financial Advisors LLC
N/A—114-114-100%$4.4K———
HHM Wealth Advisors, LLC
N/A—83-83-100%$3.2K———
Lummis Asset Management, LP
N/A—50-50-100%$2.0K———
Vanguard Advisers Inc
N/A—35-35-100%$1.4K———
Meramec Financial Planners, LLC
N/A—10-10-100%$410———
Tower Research Capital LLC (TRC)
N/A—9-9-100%$351———
Showing 271 of 271 institutions