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Ishares 10+ Year INV GR Corp (IGLB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares1,003,958 from 959,773
Change+44,185 (+5%)
Value$45.8M (-$2.2M)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares818,596 from 1,554,643
Change-736,047 (-47%)
Value$37.4M (-$40.4M)
Filed 2026-10-21
Fund Evaluation Group, LLC
UNCHANGED
Shares508,806 from 508,806
Change0 (0%)
Value$23.2M (-$2.2M)
Filed 2026-11-05
Klaas Financial Asset Advisors, LLC
INCREASED
Shares488,143 from 475,930
Change+12,213 (+3%)
Value$22.3M (-$1.5M)
Filed 2026-10-19
NYL Investors LLC
INCREASED
Shares412,443 from 404,202
Change+8,241 (+2%)
Value$18.8M (-$1.4M)
Filed 2026-11-03
Insight Wealth Strategies, LLC
NEW
Shares384,496
Change+384,496
Value$17.6M
Filed 2026-10-09
Bank of New York Mellon Corp
DECREASED
Shares384,403 from 438,165
Change-53,762 (-12%)
Value$17.6M (-$4.4M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares331,194 from 266,379
Change+64,815 (+24%)
Value$15.1M (+$1.8M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares315,986 from 349,813
Change-33,827 (-10%)
Value$14.4M (-$3.1M)
Filed 2026-11-04
Eley Financial Management, Inc
INCREASED
Shares245,932 from 243,296
Change+2,636 (+1%)
Value$11.2M (-$945.3K)
Filed 2026-11-03
CVS Health Corp
INCREASED
Shares230,000 from 175,000
Change+55,000 (+31%)
Value$10.5M (+$1.7M)
Filed 2026-11-05
Cordoba Advisory Partners LLC
NEW
Shares215,731
Change+215,731
Value$9.9M
Filed 2026-10-19
Keybank National Association
INCREASED
Shares200,310 from 139,646
Change+60,664 (+43%)
Value$9.1M (+$2.2M)
Filed 2026-11-04
Fifth Third Securities, Inc.
NEW
Shares193,595
Change+193,595
Value$8.8M
Filed 2026-10-21
Thoma Capital Management LLC
INCREASED
Shares166,932 from 158,874
Change+8,058 (+5%)
Value$7.6M (-$327.9K)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares158,224 from 160,189
Change-1,965 (-1%)
Value$7.2M (-$791.4K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares134,994 from 121,639
Change+13,355 (+11%)
Value$6.2M (+$77.0K)
Filed 2026-10-30
MCF Advisors LLC
UNCHANGED
Shares126,882 from 126,882
Change0 (0%)
Value$5.8M (-$555.7K)
Filed 2026-10-28
Investors Research Corp
INCREASED
Shares121,175 from 111,718
Change+9,457 (+8%)
Value$5.5M (-$57.5K)
Filed 2026-10-07
Maia Wealth LLC
INCREASED
Shares117,527 from 90,449
Change+27,078 (+30%)
Value$5.4M (+$840.2K)
Filed 2026-10-19
Arch Global Advisors, LLC
INCREASED
Shares107,130 from 96,690
Change+10,440 (+11%)
Value$4.9M (+$53.2K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares106,839 from 131,452
Change-24,613 (-19%)
Value$4.9M (-$1.7M)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares99,970 from 129,509
Change-29,539 (-23%)
Value$4.6M (-$1.9M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares91,414 from 92,595
Change-1,181 (-1%)
Value$4.2M (-$349.4K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares85,740 from 131,988
Change-46,248 (-35%)
Value$3.9M (-$2.7M)
Filed 2026-10-08
Titleist Asset Management, LLC
INCREASED
Shares85,205 from 81,884
Change+3,321 (+4%)
Value$3.9M (-$207.0K)
Filed 2026-10-08
Diversify Wealth Management, LLC
INCREASED
Shares84,991 from 4,990
Change+80,001 (+1603%)
Value$4.0M (+$3.7M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares84,991 from 4,990
Change+80,001 (+1603%)
Value$4.0M (+$3.7M)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares84,857
Change+84,857
Value$3.9M
Filed 2026-10-19
Shum Financial Group, Inc.
DECREASED
Shares69,207 from 97,816
Change-28,609 (-29%)
Value$3.2M (-$1.7M)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares49,449 from 25,606
Change+23,843 (+93%)
Value$2.3M (+$976.5K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares43,370 from 9,728
Change+33,642 (+346%)
Value$2.0M (+$1.5M)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares38,564 from 119,129
Change-80,565 (-68%)
Value$1.8M (-$4.2M)
Filed 2026-11-05
North Dakota State Investment Board
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$1.5M (-$144.5K)
Filed 2026-10-27
LexAurum Advisors, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.1M (-$109.5K)
Filed 2026-10-19
RMR Capital Management, LLC
INCREASED
Shares23,295 from 21,477
Change+1,818 (+8%)
Value$1.1M (-$11.1K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares21,816 from 29,190
Change-7,374 (-25%)
Value$996.1K (-$464.6K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares21,554 from 23,585
Change-2,031 (-9%)
Value$984.1K (-$196.1K)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares19,103 from 22,917
Change-3,814 (-17%)
Value$872.2K (-$274.5K)
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares15,163 from 16,415
Change-1,252 (-8%)
Value$692.3K (-$129.1K)
Filed 2026-10-22
City Center Advisors, LLC
INCREASED
Shares12,816 from 11,079
Change+1,737 (+16%)
Value$585.2K (+$30.8K)
Filed 2026-10-08
Cullen T Bankers, Inc.
INCREASED
Shares12,289 from 11,936
Change+353 (+3%)
Value$561.1K (-$36.1K)
Filed 2026-10-28
Invera Wealth Advisors, LLC
INCREASED
Shares11,880 from 8,159
Change+3,721 (+46%)
Value$542.4K (+$134.2K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares11,704 from 12,219
Change-515 (-4%)
Value$534.4K (-$77.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,463 from 12,643
Change-1,180 (-9%)
Value$523 (-$632.5K)
Filed 2026-11-02
Tennessee Valley Asset Management Partners
DECREASED
Shares10,826 from 12,021
Change-1,195 (-10%)
Value$494.3K (-$107.2K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares10,463 from 7,017
Change+3,446 (+49%)
Value$477.7K (+$126.6K)
Filed 2026-11-05
Thryve Wealth Management LLC
INCREASED
Shares10,009 from 9,704
Change+305 (+3%)
Value$457.0K (-$28.6K)
Filed 2026-10-09
Wedbush Securities Inc
INCREASED
Shares9,199 from 5,455
Change+3,744 (+69%)
Value$420 (-$272.6K)
Filed 2026-10-22
NBT Bank, N.A.
UNCHANGED
Shares7,850 from 7,850
Change0 (0%)
Value$358.4K (-$34.4K)
Filed 2026-10-21
Farrell Financial LLC
INCREASED
Shares7,759 from 4,743
Change+3,016 (+64%)
Value$354.3K (+$116.9K)
Filed 2026-10-16
Israel Discount Bank of New York
UNCHANGED
Shares6,896 from 6,896
Change0 (0%)
Value$314.9K (-$30.2K)
Filed 2026-10-14
Garner Asset Management Corp
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$319.5K (-$20.8K)
Filed 2026-10-30
Capital Investment Advisors, LLC
NEW
Shares6,585
Change+6,585
Value$300.7K
Filed 2026-10-22
Compound Planning, Inc.
NEW
Shares6,421
Change+6,421
Value$293.2K
Filed 2026-11-05
Invested Advisors
INCREASED
Shares6,394 from 6,096
Change+298 (+5%)
Value$292.0K (-$13.1K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares6,276 from 5,207
Change+1,069 (+21%)
Value$286.6K (+$26.0K)
Filed 2026-11-05
IFS Advisors, LLC
NEW
Shares6,214
Change+6,214
Value$283.7K
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares5,897
Change+5,897
Value$271.6K
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares5,897 from 5,897
Change0 (0%)
Value$269.3K (-$25.7K)
Filed 2026-11-05
Grey Ledge Advisors, LLC
DECREASED
Shares5,841 from 6,514
Change-673 (-10%)
Value$266.7K (-$59.3K)
Filed 2026-11-02
Amtrust Financial Services, Inc.
NEW
Shares5,624
Change+5,624
Value$256.8K
Filed 2026-10-19
RHS Financial, LLC
DECREASED
Shares5,315 from 9,008
Change-3,693 (-41%)
Value$242.7K (-$208.0K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
NEW
Shares5,091
Change+5,091
Value$232.5K
Filed 2026-10-21
Kestra Private Wealth Services, LLC
NEW
Shares5,035
Change+5,035
Value$229.9K
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares4,926 from 9,028
Change-4,102 (-45%)
Value$232.0K (-$220.2K)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED
Shares4,894 from 4,861
Change+33 (+1%)
Value$223.5K (-$19.8K)
Filed 2026-10-06
Morton Capital Management LLC
NEW
Shares4,700
Change+4,700
Value$214.6K
Filed 2026-10-23
Private Client Services, LLC
NEW
Shares4,681
Change+4,681
Value$213.7K
Filed 2026-10-02
Horizons Wealth Management
NEW
Shares4,220
Change+4,220
Value$192.7K
Filed 2026-10-05
Richardson Financial Services Inc.
INCREASED
Shares3,678 from 3,479
Change+199 (+6%)
Value$167.9K (-$6.1K)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares3,588 from 3,588
Change0 (0%)
Value$163.8K (-$15.7K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED
Shares3,472 from 3,472
Change0 (0%)
Value$158.5K (-$15.2K)
Filed 2026-10-15
Carolina Wealth Advisors, LLC
DECREASED
Shares2,598 from 2,860
Change-262 (-9%)
Value$118.6K (-$24.5K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares2,144 from 2,917
Change-773 (-26%)
Value$97.9K (-$48.0K)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares1,600 from 1,621
Change-21 (-1%)
Value$73.1K (-$8.1K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares1,251 from 1,280
Change-29 (-2%)
Value$57.1K (-$6.9K)
Filed 2026-10-13
Financial Consulate, Inc
INCREASED
Shares1,029 from 982
Change+47 (+5%)
Value$47.0K (-$2.2K)
Filed 2026-10-23
Nfsg Corp
INCREASED
Shares998 from 985
Change+13 (+1%)
Value$45.6K (-$3.7K)
Filed 2026-10-15
TD Private Client Wealth LLC
NEW
Shares711
Change+711
Value$32.5K
Filed 2026-10-28
Key Capital Management, Inc
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$31.2K (-$3.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares648 from 1,331
Change-683 (-51%)
Value$29.6K (-$37.0K)
Filed 2026-10-08
Triumph Capital Management
INCREASED
Shares439 from 399
Change+40 (+10%)
Value$20.0K (+$79)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares433 from 532
Change-99 (-19%)
Value$19.9K (-$6.7K)
Filed 2026-10-30
Citigroup Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$18.3K (-$1.8K)
Filed 2026-11-04
City Holding Co
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$10.5K (-$1.0K)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares205
Change+205
Value$9.4K
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares191 from 116
Change+75 (+65%)
Value$8.7K (+$2.9K)
Filed 2026-10-30
Richardson Capital Management LLC
NEW
Shares187
Change+187
Value$8.5K
Filed 2026-10-23
Nvwm, LLC
NEW
Shares168
Change+168
Value$7.7K
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$6.7K (-$644)
Filed 2026-11-05
Sofi Wealth, LLC
DECREASED
Shares117 from 118
Change-1 (-1%)
Value$5.3K (-$570)
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.3K (-$412)
Filed 2026-10-21
High Point Wealth Management, LLC
NEW
Shares46
Change+46
Value$2.1K
Filed 2026-11-05
Sunrise Financial Services, LLC
NEW
Shares45
Change+45
Value$2.1K
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.8K (-$176)
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.2K (-$115)
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.1K (-$109)
Filed 2026-10-01
Heritage Family Offices, LLP
NEW
Shares11
Change+11
Value$503
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$502 (-$48)
Filed 2026-10-08
Buck Wealth Strategies, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$411 (-$39)
Filed 2026-10-28
Strategic Advocates LLC
DECREASED
Shares5 from 71
Change-66 (-93%)
Value$228 (-$3.3K)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$91 (-$9)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$28 (-$2)
Filed 2026-10-23
Sovran Advisors, LLC
CLOSED
Shares0 from 37,707
Change-37,707 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-02
Heck Capital Advisors, LLC
CLOSED
Shares0 from 16,872
Change-16,872 (-100%)
Value$0 (-$844.3K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 16,247
Change-16,247 (-100%)
Value$0 (-$813.0K)
Filed 2026-10-21
Founders Financial Securities LLC
CLOSED
Shares0 from 14,935
Change-14,935 (-100%)
Value$0 (-$747.3K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
CLOSED
Shares0 from 10,793
Change-10,793 (-100%)
Value$0 (-$540.1K)
Filed 2026-11-02
FDx Advisors, Inc.
CLOSED
Shares0 from 10,638
Change-10,638 (-100%)
Value$0 (-$532.0K)
Filed 2026-11-05
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 8,215
Change-8,215 (-100%)
Value$0 (-$411.1K)
Filed 2026-11-03
ETF Portfolio Partners, Inc.
CLOSED
Shares0 from 7,130
Change-7,130 (-100%)
Value$0 (-$356.8K)
Filed 2026-10-22
Econ Financial Services Corp
CLOSED
Shares0 from 6,803
Change-6,803 (-100%)
Value$0 (-$340.4K)
Filed 2026-10-19
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 5,743
Change-5,743 (-100%)
Value$0 (-$287.4K)
Filed 2026-11-02
Lido Advisors, LLC
CLOSED
Shares0 from 4,871
Change-4,871 (-100%)
Value$0 (-$243.7K)
Filed 2026-11-04
Choreo, LLC
CLOSED
Shares0 from 4,695
Change-4,695 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-28
Balefire, LLC
CLOSED
Shares0 from 4,499
Change-4,499 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-09
Sound Income Strategies, LLC
CLOSED
Shares0 from 4,422
Change-4,422 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-09
Kestra Investment Management, LLC
CLOSED
Shares0 from 4,376
Change-4,376 (-100%)
Value$0 (-$219.0K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 4,338
Change-4,338 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-13
Lanark Financial, Inc.
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-02
Asset Dedication, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-03
Golden State Wealth Management, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-02
BlackRock, Inc.
N/A
Shares— from 5,062,944
Change-5,062,944 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,504,869
Change-3,504,869 (-100%)
Value—
Prudential PLC
N/A
Shares— from 3,243,485
Change-3,243,485 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,256,641
Change-2,256,641 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,674,364
Change-1,674,364 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,622,000
Change-1,622,000 (-100%)
Value—
Allstate Corp
N/A
Shares— from 1,521,639
Change-1,521,639 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,252,523
Change-1,252,523 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 997,952
Change-997,952 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 917,534
Change-917,534 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 898,376
Change-898,376 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 833,026
Change-833,026 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 723,336
Change-723,336 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 636,993
Change-636,993 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 627,627
Change-627,627 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 562,826
Change-562,826 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 441,537
Change-441,537 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 387,653
Change-387,653 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 369,482
Change-369,482 (-100%)
Value—
UBS Group AG
N/A
Shares— from 369,379
Change-369,379 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 314,515
Change-314,515 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 297,075
Change-297,075 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 258,000
Change-258,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 250,248
Change-250,248 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 246,972
Change-246,972 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 192,213
Change-192,213 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 178,798
Change-178,798 (-100%)
Value—
Croban
N/A
Shares— from 147,796
Change-147,796 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 113,491
Change-113,491 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 112,867
Change-112,867 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 105,322
Change-105,322 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 94,445
Change-94,445 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 74,977
Change-74,977 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 68,724
Change-68,724 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 67,186
Change-67,186 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 63,707
Change-63,707 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 60,767
Change-60,767 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 54,806
Change-54,806 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 54,378
Change-54,378 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 53,198
Change-53,198 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 52,491
Change-52,491 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 47,936
Change-47,936 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 43,594
Change-43,594 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 40,351
Change-40,351 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 35,863
Change-35,863 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 35,260
Change-35,260 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 32,844
Change-32,844 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 32,391
Change-32,391 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 31,805
Change-31,805 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 28,798
Change-28,798 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,831
Change-27,831 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 26,306
Change-26,306 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 19,721
Change-19,721 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 17,792
Change-17,792 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 17,617
Change-17,617 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 17,185
Change-17,185 (-100%)
Value—
&partners
N/A
Shares— from 15,846
Change-15,846 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 15,148
Change-15,148 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 14,315
Change-14,315 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,087
Change-13,087 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,302
Change-10,302 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,058
Change-9,058 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,476
Change-6,476 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 5,369
Change-5,369 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,934
Change-4,934 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 895
Change-895 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 483
Change-483 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 391
Change-391 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 336
Change-336 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 306
Change-306 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 239
Change-239 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 170
Change-170 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Blair William & Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 67
Change-67 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED1,003,958959,773+44,185+5%$48.0M$45.8M-$2.2M2026-10-14
Assetmark, Inc
DECREASED818,5961,554,643-736,047-47%$77.8M$37.4M-$40.4M2026-10-21
Fund Evaluation Group, LLC
UNCHANGED508,806508,80600%$25.5M$23.2M-$2.2M2026-11-05
Klaas Financial Asset Advisors, LLC
INCREASED488,143475,930+12,213+3%$23.8M$22.3M-$1.5M2026-10-19
NYL Investors LLC
INCREASED412,443404,202+8,241+2%$20.2M$18.8M-$1.4M2026-11-03
Insight Wealth Strategies, LLC
NEW384,496—+384,496——$17.6M—2026-10-09
Bank of New York Mellon Corp
DECREASED384,403438,165-53,762-12%$21.9M$17.6M-$4.4M2026-11-05
Kestra Advisory Services, LLC
INCREASED331,194266,379+64,815+24%$13.3M$15.1M+$1.8M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED315,986349,813-33,827-10%$17.5M$14.4M-$3.1M2026-11-04
Eley Financial Management, Inc
INCREASED245,932243,296+2,636+1%$12.2M$11.2M-$945.3K2026-11-03
CVS Health Corp
INCREASED230,000175,000+55,000+31%$8.8M$10.5M+$1.7M2026-11-05
Cordoba Advisory Partners LLC
NEW215,731—+215,731——$9.9M—2026-10-19
Keybank National Association
INCREASED200,310139,646+60,664+43%$7.0M$9.1M+$2.2M2026-11-04
Fifth Third Securities, Inc.
NEW193,595—+193,595——$8.8M—2026-10-21
Thoma Capital Management LLC
INCREASED166,932158,874+8,058+5%$8.0M$7.6M-$327.9K2026-10-19
Hennion & Walsh Asset Management, Inc.
DECREASED158,224160,189-1,965-1%$8.0M$7.2M-$791.4K2026-10-13
Truist Financial Corp
INCREASED134,994121,639+13,355+11%$6.1M$6.2M+$77.0K2026-10-30
MCF Advisors LLC
UNCHANGED126,882126,88200%$6.3M$5.8M-$555.7K2026-10-28
Investors Research Corp
INCREASED121,175111,718+9,457+8%$5.6M$5.5M-$57.5K2026-10-07
Maia Wealth LLC
INCREASED117,52790,449+27,078+30%$4.5M$5.4M+$840.2K2026-10-19
Arch Global Advisors, LLC
INCREASED107,13096,690+10,440+11%$4.8M$4.9M+$53.2K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED106,839131,452-24,613-19%$6.6M$4.9M-$1.7M2026-10-16
Apollon Wealth Management, LLC
DECREASED99,970129,509-29,539-23%$6.5M$4.6M-$1.9M2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED91,41492,595-1,181-1%$4.5M$4.2M-$349.4K2026-10-13
CoreCap Advisors, LLC
DECREASED85,740131,988-46,248-35%$6.6M$3.9M-$2.7M2026-10-08
Titleist Asset Management, LLC
INCREASED85,20581,884+3,321+4%$4.1M$3.9M-$207.0K2026-10-08
Diversify Wealth Management, LLC
INCREASED84,9914,990+80,001+1603%$241.0K$4.0M+$3.7M2026-10-20
Diversify Advisory Services, LLC
INCREASED84,9914,990+80,001+1603%$241.0K$4.0M+$3.7M2026-10-20
Stackstone Wealth, LLC
NEW84,857—+84,857——$3.9M—2026-10-19
Shum Financial Group, Inc.
DECREASED69,20797,816-28,609-29%$4.9M$3.2M-$1.7M2026-10-13
Independent Financial Group, LLC
INCREASED49,44925,606+23,843+93%$1.3M$2.3M+$976.5K2026-10-13
Davenport & Co LLC
INCREASED43,3709,728+33,642+346%$486.8K$2.0M+$1.5M2026-10-14
Regions Financial Corp
DECREASED38,564119,129-80,565-68%$6.0M$1.8M-$4.2M2026-11-05
North Dakota State Investment Board
UNCHANGED33,00033,00000%$1.7M$1.5M-$144.5K2026-10-27
LexAurum Advisors, LLC
UNCHANGED25,00025,00000%$1.3M$1.1M-$109.5K2026-10-19
RMR Capital Management, LLC
INCREASED23,29521,477+1,818+8%$1.1M$1.1M-$11.1K2026-10-23
Commonwealth Equity Services, LLC
DECREASED21,81629,190-7,374-25%$1.5M$996.1K-$464.6K2026-11-02
Koshinski Asset Management, Inc.
DECREASED21,55423,585-2,031-9%$1.2M$984.1K-$196.1K2026-10-29
US Bancorp \de\
DECREASED19,10322,917-3,814-17%$1.1M$872.2K-$274.5K2026-11-05
James Investment Research, Inc.
DECREASED15,16316,415-1,252-8%$821.4K$692.3K-$129.1K2026-10-22
City Center Advisors, LLC
INCREASED12,81611,079+1,737+16%$554.4K$585.2K+$30.8K2026-10-08
Cullen T Bankers, Inc.
INCREASED12,28911,936+353+3%$597.3K$561.1K-$36.1K2026-10-28
Invera Wealth Advisors, LLC
INCREASED11,8808,159+3,721+46%$408.3K$542.4K+$134.2K2026-10-28
Archer Investment Corp
DECREASED11,70412,219-515-4%$611.4K$534.4K-$77.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED11,46312,643-1,180-9%$633.0K$523-$632.5K2026-11-02
Tennessee Valley Asset Management Partners
DECREASED10,82612,021-1,195-10%$601.5K$494.3K-$107.2K2026-11-03
Fifth Third Bancorp
INCREASED10,4637,017+3,446+49%$351.1K$477.7K+$126.6K2026-11-05
Thryve Wealth Management LLC
INCREASED10,0099,704+305+3%$485.6K$457.0K-$28.6K2026-10-09
Wedbush Securities Inc
INCREASED9,1995,455+3,744+69%$273.0K$420-$272.6K2026-10-22
NBT Bank, N.A.
UNCHANGED7,8507,85000%$392.8K$358.4K-$34.4K2026-10-21
Farrell Financial LLC
INCREASED7,7594,743+3,016+64%$237.3K$354.3K+$116.9K2026-10-16
Israel Discount Bank of New York
UNCHANGED6,8966,89600%$345.1K$314.9K-$30.2K2026-10-14
Garner Asset Management Corp
UNCHANGED6,8006,80000%$340.3K$319.5K-$20.8K2026-10-30
Capital Investment Advisors, LLC
NEW6,585—+6,585——$300.7K—2026-10-22
Compound Planning, Inc.
NEW6,421—+6,421——$293.2K—2026-11-05
Invested Advisors
INCREASED6,3946,096+298+5%$305.1K$292.0K-$13.1K2026-10-23
Meridian Wealth Management, LLC
INCREASED6,2765,207+1,069+21%$260.6K$286.6K+$26.0K2026-11-05
IFS Advisors, LLC
NEW6,214—+6,214——$283.7K—2026-10-14
StoneX Group Inc.
NEW5,897—+5,897——$271.6K—2026-11-03
Winthrop Capital Management, LLC
UNCHANGED5,8975,89700%$295.0K$269.3K-$25.7K2026-11-05
Grey Ledge Advisors, LLC
DECREASED5,8416,514-673-10%$326.0K$266.7K-$59.3K2026-11-02
Amtrust Financial Services, Inc.
NEW5,624—+5,624——$256.8K—2026-10-19
RHS Financial, LLC
DECREASED5,3159,008-3,693-41%$450.7K$242.7K-$208.0K2026-10-13
Axxcess Wealth Management, LLC
NEW5,091—+5,091——$232.5K—2026-10-21
Kestra Private Wealth Services, LLC
NEW5,035—+5,035——$229.9K—2026-10-30
Prospera Financial Services Inc
DECREASED4,9269,028-4,102-45%$452.2K$232.0K-$220.2K2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED4,8944,861+33+1%$243.2K$223.5K-$19.8K2026-10-06
Morton Capital Management LLC
NEW4,700—+4,700——$214.6K—2026-10-23
Private Client Services, LLC
NEW4,681—+4,681——$213.7K—2026-10-02
Horizons Wealth Management
NEW4,220—+4,220——$192.7K—2026-10-05
Richardson Financial Services Inc.
INCREASED3,6783,479+199+6%$174.0K$167.9K-$6.1K2026-10-30
Parallel Advisors, LLC
UNCHANGED3,5883,58800%$179.5K$163.8K-$15.7K2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED3,4723,47200%$173.7K$158.5K-$15.2K2026-10-15
Carolina Wealth Advisors, LLC
DECREASED2,5982,860-262-9%$143.1K$118.6K-$24.5K2026-10-23
Creative Financial Designs Inc
DECREASED2,1442,917-773-26%$145.9K$97.9K-$48.0K2026-11-04
Rossby Financial, LCC
DECREASED1,6001,621-21-1%$81.1K$73.1K-$8.1K2026-11-05
Cape Investment Advisory, Inc.
DECREASED1,2511,280-29-2%$64.1K$57.1K-$6.9K2026-10-13
Financial Consulate, Inc
INCREASED1,029982+47+5%$49.1K$47.0K-$2.2K2026-10-23
Nfsg Corp
INCREASED998985+13+1%$49.3K$45.6K-$3.7K2026-10-15
TD Private Client Wealth LLC
NEW711—+711——$32.5K—2026-10-28
Key Capital Management, Inc
UNCHANGED68468400%$34.2K$31.2K-$3.0K2026-11-03
Farther Finance Advisors, LLC
DECREASED6481,331-683-51%$66.6K$29.6K-$37.0K2026-10-08
Triumph Capital Management
INCREASED439399+40+10%$20.0K$20.0K+$792026-10-14
Capital Investment Advisory Services, LLC
DECREASED433532-99-19%$26.6K$19.9K-$6.7K2026-10-30
Citigroup Inc
UNCHANGED40040000%$20.0K$18.3K-$1.8K2026-11-04
City Holding Co
UNCHANGED23023000%$11.5K$10.5K-$1.0K2026-10-19
Simplex Trading, LLC
NEW205—+205——$9.4K—2026-11-04
Spire Wealth Management
INCREASED191116+75+65%$5.8K$8.7K+$2.9K2026-10-30
Richardson Capital Management LLC
NEW187—+187——$8.5K—2026-10-23
Nvwm, LLC
NEW168—+168——$7.7K—2026-10-14
Larson Financial Group LLC
UNCHANGED14714700%$7.4K$6.7K-$6442026-11-05
Sofi Wealth, LLC
DECREASED117118-1-1%$5.9K$5.3K-$5702026-10-27
Princeton Global Asset Management LLC
UNCHANGED949400%$4.7K$4.3K-$4122026-10-21
High Point Wealth Management, LLC
NEW46—+46——$2.1K—2026-11-05
Sunrise Financial Services, LLC
NEW45—+45——$2.1K—2026-10-21
IFP Advisors, Inc
UNCHANGED404000%$2.0K$1.8K-$1762026-10-16
Parkside Financial Bank & Trust
UNCHANGED262600%$1.3K$1.2K-$1152026-10-27
Noble Wealth Management PBC
UNCHANGED252500%$1.3K$1.1K-$1092026-10-01
Heritage Family Offices, LLP
NEW11—+11——$503—2026-11-02
Gamma Investing LLC
UNCHANGED111100%$550$502-$482026-10-08
Buck Wealth Strategies, LLC
UNCHANGED9900%$450$411-$392026-10-28
Strategic Advocates LLC
DECREASED571-66-93%$3.6K$228-$3.3K2026-11-03
Compass Financial Management LLC
UNCHANGED2200%$100$91-$92026-10-30
Signaturefd, LLC
UNCHANGED1100%$30$28-$22026-10-23
Sovran Advisors, LLC
CLOSED037,707-37,707-100%$1.8M$0-$1.8M2026-11-02
Heck Capital Advisors, LLC
CLOSED016,872-16,872-100%$844.3K$0-$844.3K2026-10-14
Wealthcare Advisory Partners LLC
CLOSED016,247-16,247-100%$813.0K$0-$813.0K2026-10-21
Founders Financial Securities LLC
CLOSED014,935-14,935-100%$747.3K$0-$747.3K2026-10-28
Websterrogers Financial Advisors, LLC
CLOSED010,793-10,793-100%$540.1K$0-$540.1K2026-11-02
FDx Advisors, Inc.
CLOSED010,638-10,638-100%$532.0K$0-$532.0K2026-11-05
Sanchez Gaunt Capital Management, LLC
CLOSED08,215-8,215-100%$411.1K$0-$411.1K2026-11-03
ETF Portfolio Partners, Inc.
CLOSED07,130-7,130-100%$356.8K$0-$356.8K2026-10-22
Econ Financial Services Corp
CLOSED06,803-6,803-100%$340.4K$0-$340.4K2026-10-19
Meadow Creek Wealth Advisors LLC
CLOSED05,743-5,743-100%$287.4K$0-$287.4K2026-11-02
Lido Advisors, LLC
CLOSED04,871-4,871-100%$243.7K$0-$243.7K2026-11-04
Choreo, LLC
CLOSED04,695-4,695-100%$235.0K$0-$235.0K2026-10-28
Balefire, LLC
CLOSED04,499-4,499-100%$225.1K$0-$225.1K2026-10-09
Sound Income Strategies, LLC
CLOSED04,422-4,422-100%$221.3K$0-$221.3K2026-10-09
Kestra Investment Management, LLC
CLOSED04,376-4,376-100%$219.0K$0-$219.0K2026-11-04
SAX Wealth Advisors, LLC
CLOSED04,338-4,338-100%$215.3K$0-$215.3K2026-10-13
Lanark Financial, Inc.
CLOSED0298-298-100%$14.9K$0-$14.9K2026-10-26
International Assets Investment Management, LLC
CLOSED0171-171-100%$8.5K$0-$8.5K2026-11-02
Asset Dedication, LLC
CLOSED0136-136-100%$6.8K$0-$6.8K2026-11-03
Golden State Wealth Management, LLC
CLOSED023-23-100%$1.2K$0-$1.2K2026-11-02
BlackRock, Inc.
N/A—5,062,944-5,062,944-100%$253.3M———
Bank of America Corp
N/A—3,504,869-3,504,869-100%$175.4M———
Prudential PLC
N/A—3,243,485-3,243,485-100%$162.3M———
Envestnet Asset Management Inc
N/A—2,256,641-2,256,641-100%$112.9M———
Huntington National Bank
N/A—1,674,364-1,674,364-100%$83.8M———
Allianz SE
N/A—1,622,000-1,622,000-100%$81.2M———
Allstate Corp
N/A—1,521,639-1,521,639-100%$76.1M———
LPL Financial LLC
N/A—1,252,523-1,252,523-100%$62.7M———
Morgan Stanley
N/A—997,952-997,952-100%$49.9M———
RiverFront Investment Group, LLC
N/A—917,534-917,534-100%$45.9M———
Raymond James Financial Inc
N/A—898,376-898,376-100%$45.0M———
Gallagher Fiduciary Advisors, LLC
N/A—833,026-833,026-100%$41.7M———
Horizon Investments, LLC
N/A—723,336-723,336-100%$35.9M———
Ameriprise Financial Inc
N/A—636,993-636,993-100%$31.9M———
Wells Fargo & Company
N/A—627,627-627,627-100%$31.4M———
Advisors Capital Management, LLC
N/A—562,826-562,826-100%$28.2M———
Cetera Investment Advisers
N/A—441,537-441,537-100%$22.1M———
Osaic Holdings, Inc.
N/A—387,653-387,653-100%$19.4M———
JPMorgan Chase & Co
N/A—369,482-369,482-100%$18.7M———
UBS Group AG
N/A—369,379-369,379-100%$18.5M———
Royal Bank of Canada
N/A—314,515-314,515-100%$15.7M———
Legal & General Group Plc
N/A—297,075-297,075-100%$15.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—258,000-258,000-100%$12.9M———
Susquehanna International Group, LLP
N/A—250,248-250,248-100%$12.5M———
Integrated Wealth Concepts LLC
N/A—246,972-246,972-100%$12.4M———
Northwestern Mutual Wealth Management Co
N/A—192,213-192,213-100%$9.6M———
Schroder Investment Management Group
N/A—178,798-178,798-100%$9.0M———
Croban
N/A—147,796-147,796-100%$7.4M———
NewEdge Advisors, LLC
N/A—113,491-113,491-100%$5.7M———
MML Investors Services, LLC
N/A—112,867-112,867-100%$5.6M———
Janney Montgomery Scott LLC
N/A—105,322-105,322-100%$5.3M———
LaSalle St. Investment Advisors, LLC
N/A—94,445-94,445-100%$4.7M———
Citadel Advisors LLC
N/A—74,977-74,977-100%$3.8M———
Pinnacle Family Advisors, LLC
N/A—68,724-68,724-100%$3.4M———
Jane Street Group, LLC
N/A—67,186-67,186-100%$3.4M———
Trajan Wealth LLC
N/A—63,707-63,707-100%$3.2M———
Goldman Sachs Group Inc
N/A—60,767-60,767-100%$3.0M———
Quadrature Capital Ltd
N/A—54,806-54,806-100%$2.7M———
Prudential Financial Inc
N/A—54,378-54,378-100%$2.7M———
Stifel Financial Corp
N/A—53,198-53,198-100%$2.7M———
SlateStone Wealth, LLC
N/A—52,491-52,491-100%$2.6M———
Checchi Capital Advisers, LLC
N/A—47,936-47,936-100%$2.4M———
Jones Financial Companies Lllp
N/A—43,594-43,594-100%$2.2M———
Old Mission Capital LLC
N/A—40,351-40,351-100%$2.0M———
Tranquilli Financial Advisor LLC
N/A—35,863-35,863-100%$1.8M———
Envestnet Portfolio Solutions, Inc.
N/A—35,260-35,260-100%$1.8M———
Mittelman Wealth Management
N/A—32,844-32,844-100%$7.8M———
PNC Financial Services Group, Inc.
N/A—32,391-32,391-100%$1.6M———
Valtrion Capital Management, LLC
N/A—31,805-31,805-100%$1.6M———
Global Retirement Partners, LLC
N/A—28,798-28,798-100%$1.4M———
Wealthfront Advisers LLC
N/A—27,831-27,831-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—26,306-26,306-100%$1.3M———
Main Street Research LLC
N/A—19,721-19,721-100%$986.8K———
Berkeley Capital Partners, LLC
N/A—17,792-17,792-100%$890.3K———
O'shaughnessy Asset Management, LLC
N/A—17,617-17,617-100%$881.6K———
Geneos Wealth Management Inc.
N/A—17,185-17,185-100%$859.9K———
&partners
N/A—15,846-15,846-100%$814.7K———
AssuredPartners Investment Advisors, LLC
N/A—15,148-15,148-100%$758.0K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—14,315-14,315-100%$716.3K———
Two Sigma Securities, LLC
N/A—13,087-13,087-100%$654.9K———
Advisory Services Network, LLC
N/A—11,453-11,453-100%$573.1K———
Voya Financial Advisors, Inc.
N/A—11,077-11,077-100%$559.2K———
Rockefeller Capital Management L.P.
N/A—10,302-10,302-100%$515.5K———
Sanctuary Advisors, LLC
N/A—9,058-9,058-100%$453.3K———
Mercer Global Advisors Inc
N/A—8,975-8,975-100%$449.1K———
Betterment LLC
N/A—8,952-8,952-100%$448.0K———
MA Private Wealth
N/A—7,395-7,395-100%$370.0K———
KKM Financial LLC
N/A—7,196-7,196-100%$360.1K———
Private Advisor Group, LLC
N/A—6,592-6,592-100%$329.9K———
Pacific Financial Group Inc
N/A—6,560-6,560-100%$328.2K———
HighTower Advisors, LLC
N/A—6,476-6,476-100%$324.1K———
Severin Investments, LLC
N/A—6,191-6,191-100%$309.8K———
D L Carlson Investment Group Inc
N/A—5,840-5,840-100%$292.2K———
One Wealth Map LLC
N/A—5,369-5,369-100%$257.4K———
Ausdal Financial Partners, Inc.
N/A—5,087-5,087-100%$254.6K———
Meadowbrook Advisors Group, LLC
N/A—5,055-5,055-100%$253.0K———
Savvy Advisors, Inc.
N/A—5,003-5,003-100%$250.4K———
Beacon Pointe Advisors, LLC
N/A—5,000-5,000-100%$250.2K———
Valmark Advisers, Inc.
N/A—4,934-4,934-100%$246.9K———
Peak Planning Group, LLC
N/A—4,907-4,907-100%$245.5K———
Flow Traders U.S. LLC
N/A—4,882-4,882-100%$244.0K———
Xcelsior Advisor Partners LLC
N/A—4,623-4,623-100%$231.3K———
Bank of Montreal
N/A—4,288-4,288-100%$214.6K———
Federation des caisses Desjardins du Quebec
N/A—3,470-3,470-100%$173.6K———
Steward Partners Investment Advisory, LLC
N/A—3,425-3,425-100%$171.4K———
Qube Research & Technologies Ltd
N/A—3,061-3,061-100%$153.2K———
Capital Analysts, LLC
N/A—2,101-2,101-100%$105.0K———
FMR LLC
N/A—1,153-1,153-100%$57.7K———
Transamerica Financial Advisors, LLC
N/A—1,055-1,055-100%$52.8K———
Strategic Wealth Partners, Ltd.
N/A—895-895-100%$44.8K———
Strive Financial Group,LLC
N/A—800-800-100%$40.0K———
Founders Financial Alliance, LLC
N/A—686-686-100%$34.3K———
Continuum Advisory, LLC
N/A—652-652-100%$32.6K———
AE Wealth Management LLC
N/A—501-501-100%$25.1K———
Harbour Investments, Inc.
N/A—484-484-100%$24.2K———
Bessemer Group Inc
N/A—483-483-100%$24.0K———
Allworth Financial LP
N/A—391-391-100%$19.6K———
Keating Financial Advisory Services, Inc.
N/A—336-336-100%$16.8K———
Fiduciary Financial Advisors
N/A—306-306-100%$15.3K———
Lummis Asset Management, LP
N/A—239-239-100%$12.0K———
Dogwood Wealth Management LLC
N/A—222-222-100%$11.1K———
Webster Bank, N. A.
N/A—200-200-100%$10.0K———
Crews Bank & Trust
N/A—170-170-100%$8.5K———
Highland Investment Advisors LLC
N/A—156-156-100%$7.8K———
New England Asset Management Inc
N/A—100-100-100%$5.0K———
Blair William & Co
N/A—90-90-100%$4.5K———
Cbiz Investment Advisory Services, LLC
N/A—84-84-100%$4.2K———
Tower Research Capital LLC (TRC)
N/A—67-67-100%$3.4K———
BFC Planning, Inc.
N/A—57-57-100%$2.9K———
Meramec Financial Planners, LLC
N/A—51-51-100%$2.5K———
IFG Advisory, LLC
N/A—49-49-100%$2.4K———
Vanguard Advisers Inc
N/A—48-48-100%$2.4K———
Delta Asset Management LLC
N/A—34-34-100%$1.7K———
Barclays PLC
N/A—1-1-100%$50———
Smartleaf Asset Management LLC
N/A—00—$22———
Showing 239 of 239 institutions