IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Core 30/70 Conservat (AOK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Curran Financial Partners, LLC
INCREASED
Shares240,554 from 226,292
Change+14,262 (+6%)
Value$9.7M (+$315.0K)
Filed 2026-11-04
Weaver Consulting Group
DECREASED
Shares152,893 from 155,483
Change-2,590 (-2%)
Value$6.2M (-$283.2K)
Filed 2026-10-07
Elevation Capital Advisory, LLC
DECREASED
Shares106,309 from 292,381
Change-186,072 (-64%)
Value$4.3M (-$7.8M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares71,591 from 114,469
Change-42,878 (-37%)
Value$2.9K (-$4.7M)
Filed 2026-11-02
Aprio Wealth Management, LLC
NEW
Shares68,759
Change+68,759
Value$2.8M
Filed 2026-10-28
High Net Worth Advisory Group LLC
INCREASED
Shares65,188 from 62,600
Change+2,588 (+4%)
Value$2.6M (+$32.4K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
DECREASED
Shares57,348 from 62,505
Change-5,157 (-8%)
Value$2.3M (-$279.9K)
Filed 2026-10-09
Avalon Capital Management
INCREASED
Shares55,908 from 50,746
Change+5,162 (+10%)
Value$2.3M (+$149.8K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares54,879 from 54,879
Change0 (0%)
Value$2.2M (-$63.1K)
Filed 2026-10-21
Verdence Capital Advisors LLC
NEW
Shares45,592
Change+45,592
Value$1.8M
Filed 2026-10-26
StrongBox Wealth, LLC
INCREASED
Shares44,255 from 53
Change+44,202 (+83400%)
Value$1.8M (+$1.8M)
Filed 2026-11-02
Congress Asset Management Co
DECREASED
Shares41,559 from 63,705
Change-22,146 (-35%)
Value$41.6K (-$22.1K)
Filed 2026-10-06
Basso Capital Management, L.P.
DECREASED
Shares40,000 from 40,858
Change-858 (-2%)
Value$1.6M (-$81.6K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares38,891 from 38,697
Change+194 (+1%)
Value$1.6M (-$36.7K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares36,133 from 43,175
Change-7,042 (-16%)
Value$1.5M (-$333.7K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares35,093 from 38,706
Change-3,613 (-9%)
Value$1.4M (-$190.2K)
Filed 2026-10-22
Consilium Wealth Advisory, LLC
INCREASED
Shares32,080 from 31,827
Change+253 (+1%)
Value$1.3M (-$26.4K)
Filed 2026-10-14
RCW Management, LLC
DECREASED
Shares31,776 from 31,989
Change-213 (-1%)
Value$1.3M (-$45.4K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares31,359 from 33,088
Change-1,729 (-5%)
Value$1.3M (-$107.8K)
Filed 2026-11-05
Thrive Capital Management, LLC
DECREASED
Shares25,320 from 26,529
Change-1,209 (-5%)
Value$1.0M (-$79.3K)
Filed 2026-10-28
Perryman Financial Advisory Inc
INCREASED
Shares23,081 from 22,968
Change+113 (+0%)
Value$930.8K (-$21.9K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares22,603 from 22,737
Change-134 (-1%)
Value$911.6K (-$31.5K)
Filed 2026-11-04
Madrid Financial Services
DECREASED
Shares22,456 from 22,509
Change-53 (0%)
Value$905.7K (-$28.0K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares19,221 from 19,010
Change+211 (+1%)
Value$775.2K (-$13.4K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares18,363 from 17,818
Change+545 (+3%)
Value$740.6K (+$1.5K)
Filed 2026-10-22
RDA Financial Network
INCREASED
Shares18,199 from 18,197
Change+2 (+0%)
Value$734.0K (-$20.8K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
DECREASED
Shares17,334 from 18,344
Change-1,010 (-6%)
Value$699.1K (-$61.9K)
Filed 2026-10-15
Wealth Forward, LLC
DECREASED
Shares12,971 from 15,197
Change-2,226 (-15%)
Value$523.1K (-$107.3K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares12,948 from 12,436
Change+512 (+4%)
Value$522.2K (+$6.4K)
Filed 2026-11-04
True Private Wealth Advisors
UNCHANGED
Shares12,659 from 12,659
Change0 (0%)
Value$510.6K (-$14.6K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
INCREASED
Shares12,186 from 10,203
Change+1,983 (+19%)
Value$491.5K (+$68.2K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED
Shares11,852 from 16,722
Change-4,870 (-29%)
Value$478.0K (-$215.6K)
Filed 2026-10-16
Verus Capital Partners, LLC
UNCHANGED
Shares11,455 from 11,455
Change0 (0%)
Value$462.0K (-$13.2K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares10,818 from 9,046
Change+1,772 (+20%)
Value$438.1K (+$69.5K)
Filed 2026-10-27
Compound Planning, Inc.
NEW
Shares10,450
Change+10,450
Value$421.5K
Filed 2026-11-05
R2 Capital Strategies, LLC
INCREASED
Shares10,418 from 10,363
Change+55 (+1%)
Value$420.1K (-$9.7K)
Filed 2026-10-15
Insight Wealth Partners, LLC
INCREASED
Shares9,886 from 9,401
Change+485 (+5%)
Value$398.7K (+$8.7K)
Filed 2026-10-26
Valpey Financial Services, LLC
INCREASED
Shares9,707 from 9,653
Change+54 (+1%)
Value$391.5K (-$8.9K)
Filed 2026-10-30
Sage Financial Group Inc
UNCHANGED
Shares9,495 from 9,495
Change0 (0%)
Value$382.9K (-$10.9K)
Filed 2026-10-27
Meridian Wealth Management, LLC
DECREASED
Shares9,079 from 9,713
Change-634 (-7%)
Value$366.2K (-$36.7K)
Filed 2026-11-05
Transcendent Capital Group LLC
DECREASED
Shares8,408 from 8,481
Change-73 (-1%)
Value$339.1K (-$12.7K)
Filed 2026-10-28
BridgePort Financial Solutions, LLC
INCREASED
Shares8,156 from 7,621
Change+535 (+7%)
Value$328.9K (+$12.8K)
Filed 2026-11-02
Aspiriant, LLC
UNCHANGED
Shares8,060 from 8,060
Change0 (0%)
Value$325.1K (-$9.3K)
Filed 2026-10-16
National Wealth Management Group, LLC
DECREASED
Shares7,991 from 10,982
Change-2,991 (-27%)
Value$322.3K (-$133.3K)
Filed 2026-10-26
Prentice Wealth Management LLC
INCREASED
Shares7,843 from 5,675
Change+2,168 (+38%)
Value$316.3K (+$80.9K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares7,608 from 6,837
Change+771 (+11%)
Value$306.8K (+$23.2K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,200 from 6,222
Change+978 (+16%)
Value$290.9K (+$34.6K)
Filed 2026-10-13
Well Done, LLC
UNCHANGED
Shares6,538 from 6,538
Change0 (0%)
Value$263.7K (-$7.5K)
Filed 2026-10-20
Advisortrust Partners, LLC
UNCHANGED
Shares6,242 from 6,242
Change0 (0%)
Value$251.7K (-$7.2K)
Filed 2026-11-02
Archvest Wealth Advisors, Inc.
DECREASED
Shares6,236 from 6,387
Change-151 (-2%)
Value$251.5K (-$13.4K)
Filed 2026-10-29
USAdvisors Wealth Management, LLC
INCREASED
Shares5,945 from 5,901
Change+44 (+1%)
Value$239 (-$243.8K)
Filed 2026-10-21
Keystone Wealth Services, LLC
NEW
Shares5,409
Change+5,409
Value$218.6K
Filed 2026-11-03
FSM Wealth Advisors, LLC
INCREASED
Shares5,349 from 4,899
Change+450 (+9%)
Value$216.1K (+$12.9K)
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares5,162 from 5,162
Change0 (0%)
Value$208.2K (-$5.9K)
Filed 2026-10-30
JIM Saulnier & Associates, LLC
INCREASED
Shares5,083 from 5,037
Change+46 (+1%)
Value$205.0K (-$3.9K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares4,846 from 4,667
Change+179 (+4%)
Value$195.4K (+$1.9K)
Filed 2026-10-16
TD Private Client Wealth LLC
NEW
Shares3,820
Change+3,820
Value$154.1K
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares3,608 from 3,268
Change+340 (+10%)
Value$145.6K (+$10.4K)
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares3,433 from 3,433
Change0 (0%)
Value$138.5K (-$3.9K)
Filed 2026-10-30
Bay Harbor Wealth Management, LLC
INCREASED
Shares3,344 from 3,314
Change+30 (+1%)
Value$134.9K (-$2.6K)
Filed 2026-11-03
Montgomery Financial Services LLC
INCREASED
Shares3,118 from 3,108
Change+10 (+0%)
Value$125.7K (-$3.2K)
Filed 2026-11-03
Costello Asset Management, Inc
DECREASED
Shares2,600 from 2,615
Change-15 (-1%)
Value$104.9K (-$3.6K)
Filed 2026-10-30
Joseph Group Capital Management
NEW
Shares2,511
Change+2,511
Value$101.3K
Filed 2026-11-04
Schuylkill Financial LLC
INCREASED
Shares2,141 from 2,135
Change+6 (+0%)
Value$86.3K (-$2.2K)
Filed 2026-10-21
Mosley Wealth Management
DECREASED
Shares2,066 from 2,079
Change-13 (-1%)
Value$83.8K (-$2.4K)
Filed 2026-10-16
Evolution Wealth Management Inc.
UNCHANGED
Shares1,777 from 1,777
Change0 (0%)
Value$71.7K (-$2.0K)
Filed 2026-10-28
Caldwell Trust Co
DECREASED
Shares1,650 from 2,250
Change-600 (-27%)
Value$66.5K (-$26.8K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares1,643 from 730
Change+913 (+125%)
Value$66.3K (+$35.9K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares1,464 from 1,625
Change-161 (-10%)
Value$59.0K (-$8.3K)
Filed 2026-10-08
United Community Bank
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$57.5K (-$1.6K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares1,349
Change+1,349
Value$54.4K
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares717 from 843
Change-126 (-15%)
Value$28.9K (-$6.1K)
Filed 2026-10-08
Archer Investment Corp
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$24.9K (-$709)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares535 from 534
Change+1 (+0%)
Value$21.6K (-$559)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares502
Change+502
Value$20.2K
Filed 2026-11-04
Tsfg, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20 (-$1)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$14.0K (-$399)
Filed 2026-10-13
Elevated Capital Advisors, LLC
INCREASED
Shares303 from 302
Change+1 (+0%)
Value$12.2K (-$280)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.1K (-$345)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares272 from 1,596
Change-1,324 (-83%)
Value$10.9K (-$55.3K)
Filed 2026-11-05
Mascoma Wealth Management LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$7.4K (-$211)
Filed 2026-10-23
Country Trust Bank
NEW
Shares180
Change+180
Value$7.3K
Filed 2026-10-30
Nvwm, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$7.1K (-$202)
Filed 2026-10-14
Horizons Wealth Management
NEW
Shares159
Change+159
Value$6.4K
Filed 2026-10-05
Mather Group, Llc.
INCREASED
Shares152 from 151
Change+1 (+1%)
Value$6.1K (-$134)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares107
Change+107
Value$4.3K
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares68
Change+68
Value$2.8K
Filed 2026-10-09
Blue Trust, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.1K (-$31)
Filed 2026-10-15
JFS Wealth Advisors, LLC
NEW
Shares16
Change+16
Value$646
Filed 2026-11-03
Lloyd Advisory Services, Llc.
DECREASED
Shares4 from 25
Change-21 (-84%)
Value$148 (-$877)
Filed 2026-11-02
L.K. Benson & Company, P.C.
CLOSED
Shares0 from 23,418
Change-23,418 (-100%)
Value$0 (-$971.4K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 8,477
Change-8,477 (-100%)
Value$0 (-$351.6K)
Filed 2026-10-21
Redmond Asset Management, LLC
CLOSED
Shares0 from 4,935
Change-4,935 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-27
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 4,907
Change-4,907 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 3,931
Change-3,931 (-100%)
Value$0 (-$163.1K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,143
Change-1,143 (-100%)
Value$0 (-$46.8K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 908
Change-908 (-100%)
Value$0 (-$37.7K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 891
Change-891 (-100%)
Value$0 (-$36.9K)
Filed 2026-11-04
CX Institutional
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$27)
Filed 2026-10-02
Networth Advisors, LLC
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$12.3K)
Filed 2026-11-03
LPL Financial LLC
N/A
Shares— from 629,396
Change-629,396 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 381,368
Change-381,368 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 347,664
Change-347,664 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 207,720
Change-207,720 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 175,361
Change-175,361 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 175,243
Change-175,243 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 170,773
Change-170,773 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 163,393
Change-163,393 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 158,398
Change-158,398 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 130,764
Change-130,764 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 102,774
Change-102,774 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 96,363
Change-96,363 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 93,294
Change-93,294 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 83,171
Change-83,171 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 81,672
Change-81,672 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 66,873
Change-66,873 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 47,634
Change-47,634 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 47,557
Change-47,557 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 44,422
Change-44,422 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 37,111
Change-37,111 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,402
Change-36,402 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35,767
Change-35,767 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 30,123
Change-30,123 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 29,199
Change-29,199 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 28,954
Change-28,954 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,754
Change-28,754 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 28,116
Change-28,116 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 27,282
Change-27,282 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,083
Change-27,083 (-100%)
Value—
UBS Group AG
N/A
Shares— from 26,930
Change-26,930 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 23,031
Change-23,031 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,925
Change-22,925 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 22,504
Change-22,504 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 22,158
Change-22,158 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,702
Change-21,702 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 21,167
Change-21,167 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 20,260
Change-20,260 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 17,825
Change-17,825 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,886
Change-15,886 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,688
Change-14,688 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 13,775
Change-13,775 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,643
Change-12,643 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,619
Change-12,619 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,455
Change-12,455 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,690
Change-11,690 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11,339
Change-11,339 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 11,051
Change-11,051 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,765
Change-9,765 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 9,369
Change-9,369 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,541
Change-7,541 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,382
Change-7,382 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,282
Change-7,282 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
&partners
N/A
Shares— from 5,543
Change-5,543 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 692
Change-692 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 666
Change-666 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 464
Change-464 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 39
Change-39 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Curran Financial Partners, LLC
INCREASED240,554226,292+14,262+6%$9.4M$9.7M+$315.0K2026-11-04
Weaver Consulting Group
DECREASED152,893155,483-2,590-2%$6.4M$6.2M-$283.2K2026-10-07
Elevation Capital Advisory, LLC
DECREASED106,309292,381-186,072-64%$12.1M$4.3M-$7.8M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED71,591114,469-42,878-37%$4.7M$2.9K-$4.7M2026-11-02
Aprio Wealth Management, LLC
NEW68,759—+68,759——$2.8M—2026-10-28
High Net Worth Advisory Group LLC
INCREASED65,18862,600+2,588+4%$2.6M$2.6M+$32.4K2026-10-26
Gilpin Wealth Management, LLC
DECREASED57,34862,505-5,157-8%$2.6M$2.3M-$279.9K2026-10-09
Avalon Capital Management
INCREASED55,90850,746+5,162+10%$2.1M$2.3M+$149.8K2026-11-04
Legacy Capital Wealth Partners, LLC
UNCHANGED54,87954,87900%$2.3M$2.2M-$63.1K2026-10-21
Verdence Capital Advisors LLC
NEW45,592—+45,592——$1.8M—2026-10-26
StrongBox Wealth, LLC
INCREASED44,25553+44,202+83400%$2.2K$1.8M+$1.8M2026-11-02
Congress Asset Management Co
DECREASED41,55963,705-22,146-35%$63.7K$41.6K-$22.1K2026-10-06
Basso Capital Management, L.P.
DECREASED40,00040,858-858-2%$1.7M$1.6M-$81.6K2026-10-30
Commonwealth Equity Services, LLC
INCREASED38,89138,697+194+1%$1.6M$1.6M-$36.7K2026-11-02
Lido Advisors, LLC
DECREASED36,13343,175-7,042-16%$1.8M$1.5M-$333.7K2026-11-04
Brookstone Capital Management
DECREASED35,09338,706-3,613-9%$1.6M$1.4M-$190.2K2026-10-22
Consilium Wealth Advisory, LLC
INCREASED32,08031,827+253+1%$1.3M$1.3M-$26.4K2026-10-14
RCW Management, LLC
DECREASED31,77631,989-213-1%$1.3M$1.3M-$45.4K2026-10-30
J.W. Cole Advisors, Inc.
DECREASED31,35933,088-1,729-5%$1.4M$1.3M-$107.8K2026-11-05
Thrive Capital Management, LLC
DECREASED25,32026,529-1,209-5%$1.1M$1.0M-$79.3K2026-10-28
Perryman Financial Advisory Inc
INCREASED23,08122,968+113+0%$952.7K$930.8K-$21.9K2026-10-16
Visionary Wealth Advisors
DECREASED22,60322,737-134-1%$943.1K$911.6K-$31.5K2026-11-04
Madrid Financial Services
DECREASED22,45622,509-530%$933.7K$905.7K-$28.0K2026-11-03
Modera Wealth Management, LLC
INCREASED19,22119,010+211+1%$788.5K$775.2K-$13.4K2026-10-28
Strategic Blueprint, LLC
INCREASED18,36317,818+545+3%$739.1K$740.6K+$1.5K2026-10-22
RDA Financial Network
INCREASED18,19918,197+2+0%$754.8K$734.0K-$20.8K2026-10-15
Legacy Wealth Partners, LLC
DECREASED17,33418,344-1,010-6%$760.9K$699.1K-$61.9K2026-10-15
Wealth Forward, LLC
DECREASED12,97115,197-2,226-15%$630.4K$523.1K-$107.3K2026-10-14
Creative Financial Designs Inc
INCREASED12,94812,436+512+4%$515.8K$522.2K+$6.4K2026-11-04
True Private Wealth Advisors
UNCHANGED12,65912,65900%$525.1K$510.6K-$14.6K2026-10-19
Tempus Wealth Planning, LLC
INCREASED12,18610,203+1,983+19%$423.2K$491.5K+$68.2K2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED11,85216,722-4,870-29%$693.6K$478.0K-$215.6K2026-10-16
Verus Capital Partners, LLC
UNCHANGED11,45511,45500%$475.2K$462.0K-$13.2K2026-11-03
Chicago Partners Investment Group LLC
INCREASED10,8189,046+1,772+20%$368.6K$438.1K+$69.5K2026-10-27
Compound Planning, Inc.
NEW10,450—+10,450——$421.5K—2026-11-05
R2 Capital Strategies, LLC
INCREASED10,41810,363+55+1%$429.8K$420.1K-$9.7K2026-10-15
Insight Wealth Partners, LLC
INCREASED9,8869,401+485+5%$390.0K$398.7K+$8.7K2026-10-26
Valpey Financial Services, LLC
INCREASED9,7079,653+54+1%$400.4K$391.5K-$8.9K2026-10-30
Sage Financial Group Inc
UNCHANGED9,4959,49500%$393.9K$382.9K-$10.9K2026-10-27
Meridian Wealth Management, LLC
DECREASED9,0799,713-634-7%$402.9K$366.2K-$36.7K2026-11-05
Transcendent Capital Group LLC
DECREASED8,4088,481-73-1%$351.8K$339.1K-$12.7K2026-10-28
BridgePort Financial Solutions, LLC
INCREASED8,1567,621+535+7%$316.1K$328.9K+$12.8K2026-11-02
Aspiriant, LLC
UNCHANGED8,0608,06000%$334.3K$325.1K-$9.3K2026-10-16
National Wealth Management Group, LLC
DECREASED7,99110,982-2,991-27%$455.5K$322.3K-$133.3K2026-10-26
Prentice Wealth Management LLC
INCREASED7,8435,675+2,168+38%$235.4K$316.3K+$80.9K2026-10-20
Kestra Advisory Services, LLC
INCREASED7,6086,837+771+11%$283.6K$306.8K+$23.2K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED7,2006,222+978+16%$256.3K$290.9K+$34.6K2026-10-13
Well Done, LLC
UNCHANGED6,5386,53800%$271.2K$263.7K-$7.5K2026-10-20
Advisortrust Partners, LLC
UNCHANGED6,2426,24200%$258.9K$251.7K-$7.2K2026-11-02
Archvest Wealth Advisors, Inc.
DECREASED6,2366,387-151-2%$264.9K$251.5K-$13.4K2026-10-29
USAdvisors Wealth Management, LLC
INCREASED5,9455,901+44+1%$244.0K$239-$243.8K2026-10-21
Keystone Wealth Services, LLC
NEW5,409—+5,409——$218.6K—2026-11-03
FSM Wealth Advisors, LLC
INCREASED5,3494,899+450+9%$203.2K$216.1K+$12.9K2026-10-27
Compass Financial Management LLC
UNCHANGED5,1625,16200%$214.1K$208.2K-$5.9K2026-10-30
JIM Saulnier & Associates, LLC
INCREASED5,0835,037+46+1%$208.9K$205.0K-$3.9K2026-11-04
IFP Advisors, Inc
INCREASED4,8464,667+179+4%$193.6K$195.4K+$1.9K2026-10-16
TD Private Client Wealth LLC
NEW3,820—+3,820——$154.1K—2026-10-28
TD Waterhouse Canada Inc.
INCREASED3,6083,268+340+10%$135.2K$145.6K+$10.4K2026-10-16
Spire Wealth Management
UNCHANGED3,4333,43300%$142.4K$138.5K-$3.9K2026-10-30
Bay Harbor Wealth Management, LLC
INCREASED3,3443,314+30+1%$137.5K$134.9K-$2.6K2026-11-03
Montgomery Financial Services LLC
INCREASED3,1183,108+10+0%$128.9K$125.7K-$3.2K2026-11-03
Costello Asset Management, Inc
DECREASED2,6002,615-15-1%$108.5K$104.9K-$3.6K2026-10-30
Joseph Group Capital Management
NEW2,511—+2,511——$101.3K—2026-11-04
Schuylkill Financial LLC
INCREASED2,1412,135+6+0%$88.5K$86.3K-$2.2K2026-10-21
Mosley Wealth Management
DECREASED2,0662,079-13-1%$86.2K$83.8K-$2.4K2026-10-16
Evolution Wealth Management Inc.
UNCHANGED1,7771,77700%$73.7K$71.7K-$2.0K2026-10-28
Caldwell Trust Co
DECREASED1,6502,250-600-27%$93.3K$66.5K-$26.8K2026-10-30
Lanark Financial, Inc.
INCREASED1,643730+913+125%$30.3K$66.3K+$35.9K2026-10-26
Farther Finance Advisors, LLC
DECREASED1,4641,625-161-10%$67.4K$59.0K-$8.3K2026-10-08
United Community Bank
UNCHANGED1,4251,42500%$59.1K$57.5K-$1.6K2026-10-28
Latitude Advisors, LLC
NEW1,349—+1,349——$54.4K—2026-10-27
CoreCap Advisors, LLC
DECREASED717843-126-15%$35.0K$28.9K-$6.1K2026-10-08
Archer Investment Corp
UNCHANGED61761700%$25.6K$24.9K-$7092026-11-05
Assetmark, Inc
INCREASED535534+1+0%$22.1K$21.6K-$5592026-10-21
Nova Financial LLC
NEW502—+502——$20.2K—2026-11-04
Tsfg, LLC
UNCHANGED50050000%$21$20-$12026-10-23
Harbor Investment Advisory, LLC
UNCHANGED34734700%$14.4K$14.0K-$3992026-10-13
Elevated Capital Advisors, LLC
INCREASED303302+1+0%$12.5K$12.2K-$2802026-11-04
Private Trust Co NA
UNCHANGED30030000%$12.4K$12.1K-$3452026-10-20
Fifth Third Bancorp
DECREASED2721,596-1,324-83%$66.2K$10.9K-$55.3K2026-11-05
Mascoma Wealth Management LLC
UNCHANGED18318300%$7.6K$7.4K-$2112026-10-23
Country Trust Bank
NEW180—+180——$7.3K—2026-10-30
Nvwm, LLC
UNCHANGED17617600%$7.3K$7.1K-$2022026-10-14
Horizons Wealth Management
NEW159—+159——$6.4K—2026-10-05
Mather Group, Llc.
INCREASED152151+1+1%$6.3K$6.1K-$1342026-10-14
Root Financial Partners, LLC
NEW107—+107——$4.3K—2026-10-21
GK Wealth Management LLC
NEW68—+68——$2.8K—2026-10-09
Blue Trust, Inc.
UNCHANGED272700%$1.1K$1.1K-$312026-10-15
JFS Wealth Advisors, LLC
NEW16—+16——$646—2026-11-03
Lloyd Advisory Services, Llc.
DECREASED425-21-84%$1.0K$148-$8772026-11-02
L.K. Benson & Company, P.C.
CLOSED023,418-23,418-100%$971.4K$0-$971.4K2026-10-23
Axxcess Wealth Management, LLC
CLOSED08,477-8,477-100%$351.6K$0-$351.6K2026-10-21
Redmond Asset Management, LLC
CLOSED04,935-4,935-100%$204.7K$0-$204.7K2026-10-27
Lodestar Private Asset Management LLC
CLOSED04,907-4,907-100%$203.5K$0-$203.5K2026-10-26
Kelleher Financial Advisors
CLOSED03,931-3,931-100%$163.1K$0-$163.1K2026-10-30
Cornerstone Planning Group LLC
CLOSED01,143-1,143-100%$46.8K$0-$46.8K2026-10-16
AdvisorNet Financial, Inc
CLOSED0908-908-100%$37.7K$0-$37.7K2026-10-15
Kingdom Financial Group Llc.
CLOSED0891-891-100%$36.9K$0-$36.9K2026-11-04
CX Institutional
CLOSED0642-642-100%$27$0-$272026-10-02
Networth Advisors, LLC
CLOSED0297-297-100%$12.3K$0-$12.3K2026-11-03
LPL Financial LLC
N/A—629,396-629,396-100%$26.1M———
BlackRock, Inc.
N/A—381,368-381,368-100%$15.8M———
Strategic Investment Solutions, Inc.
N/A—347,664-347,664-100%$14.4M———
Cetera Investment Advisers
N/A—207,720-207,720-100%$8.6M———
Morgan Stanley
N/A—175,361-175,361-100%$7.3M———
One Capital Management, LLC
N/A—175,243-175,243-100%$7.0M———
Cambridge Associates LLC
N/A—170,773-170,773-100%$7.1M———
Bank of America Corp
N/A—163,393-163,393-100%$6.8M———
Investment Advisory Group, LLC
N/A—158,398-158,398-100%$6.6M———
Osaic Holdings, Inc.
N/A—130,764-130,764-100%$5.4M———
Wells Fargo & Company
N/A—102,774-102,774-100%$4.3M———
Hershey Financial Advisers, LLC
N/A—96,363-96,363-100%$4.0M———
Stifel Financial Corp
N/A—93,294-93,294-100%$3.9M———
Foundations Investment Advisors, LLC
N/A—83,171-83,171-100%$3.4M———
GTS Securities LLC
N/A—81,672-81,672-100%$3.4M———
Private Advisor Group, LLC
N/A—66,873-66,873-100%$2.8M———
Rothschild Wealth LLC
N/A—47,634-47,634-100%$2.0M———
Harbour Investments, Inc.
N/A—47,557-47,557-100%$2.0M———
JPMorgan Chase & Co
N/A—44,422-44,422-100%$1.8M———
Jane Street Group, LLC
N/A—37,111-37,111-100%$1.5M———
Susquehanna International Group, LLP
N/A—36,402-36,402-100%$1.5M———
National Bank of Canada
N/A—35,767-35,767-100%$1.5M———
Equitable Holdings, Inc.
N/A—30,123-30,123-100%$1.2M———
BlueStem Wealth Partners, LLC
N/A—29,199-29,199-100%$1.2M———
RIK Saylor Financial, Inc.
N/A—28,954-28,954-100%$1.2M———
Mariner, LLC
N/A—28,754-28,754-100%$1.2M———
Ameriprise Financial Inc
N/A—28,116-28,116-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—27,282-27,282-100%$1.1M———
Citadel Advisors LLC
N/A—27,083-27,083-100%$1.1M———
UBS Group AG
N/A—26,930-26,930-100%$1.1M———
Jones Financial Companies Lllp
N/A—23,031-23,031-100%$951.6K———
Waverly Advisors, LLC
N/A—22,925-22,925-100%$950.9K———
Raymond James Financial Inc
N/A—22,504-22,504-100%$933.5K———
AE Wealth Management LLC
N/A—22,158-22,158-100%$919.1K———
Royal Bank of Canada
N/A—21,702-21,702-100%$901.0K———
Sovereign Financial Group, Inc.
N/A—21,167-21,167-100%$878.0K———
Waterloo Capital, L.P.
N/A—20,260-20,260-100%$840.4K———
Camarda Financial Advisors, LLC
N/A—17,825-17,825-100%$739.4K———
Cerity Partners LLC
N/A—15,886-15,886-100%$659.0K———
Prosperity Consulting Group, LLC
N/A—14,688-14,688-100%$609.3K———
Benjamin Edwards Inc
N/A—13,775-13,775-100%$571.4K———
MML Investors Services, LLC
N/A—12,643-12,643-100%$524.4K———
Envestnet Asset Management Inc
N/A—12,619-12,619-100%$523.5K———
Integrated Wealth Concepts LLC
N/A—12,455-12,455-100%$516.6K———
Steward Partners Investment Advisory, LLC
N/A—12,015-12,015-100%$498.4K———
Ausdal Financial Partners, Inc.
N/A—11,902-11,902-100%$493.7K———
Silver OAK Securities, Incorporated
N/A—11,690-11,690-100%$484.9K———
Federation des caisses Desjardins du Quebec
N/A—11,339-11,339-100%$470.3K———
Legacy Financial Group LLC
N/A—11,051-11,051-100%$458.4K———
HighTower Advisors, LLC
N/A—9,765-9,765-100%$405.1K———
GeoWealth Management, LLC
N/A—9,753-9,753-100%$404.5K———
Spartan Wealth Advisory Services LLC
N/A—9,369-9,369-100%$388.6K———
Advisors Capital Management, LLC
N/A—8,904-8,904-100%$369.4K———
Darwin Wealth Management, LLC
N/A—8,476-8,476-100%$351.6K———
IMA Advisory Services, Inc.
N/A—7,541-7,541-100%$312.8K———
Millington Financial Advisors, LLC
N/A—7,496-7,496-100%$307.6K———
Focus Partners Advisor Solutions, LLC
N/A—7,382-7,382-100%$306.2K———
Bank of Montreal
N/A—7,300-7,300-100%$302.8K———
Nicolet Bankshares Inc
N/A—7,282-7,282-100%$301.3K———
Valley Financial Group, Inc.
N/A—7,049-7,049-100%$292.4K———
EP Wealth Advisors, LLC
N/A—6,432-6,432-100%$266.8K———
First Commonwealth Financial Corp
N/A—6,000-6,000-100%$248.9K———
Merit Financial Group, LLC
N/A—5,881-5,881-100%$244.0K———
Global Retirement Partners, LLC
N/A—5,875-5,875-100%$243.7K———
&partners
N/A—5,543-5,543-100%$229.9K———
Western Wealth Management, LLC
N/A—5,104-5,104-100%$211.7K———
FMR LLC
N/A—5,097-5,097-100%$211.4K———
Mutual Advisors, LLC
N/A—5,024-5,024-100%$208.4K———
Janney Montgomery Scott LLC
N/A—4,900-4,900-100%$203.0K———
Phil A. Younker & Associates, Ltd.
N/A—4,895-4,895-100%$203.0K———
Integrity Financial Corp
N/A—4,199-4,199-100%$174.2K———
Vanguard Advisers Inc
N/A—4,079-4,079-100%$169.2K———
Geneos Wealth Management Inc.
N/A—4,004-4,004-100%$166.1K———
Allworth Financial LP
N/A—3,423-3,423-100%$142.0K———
NewEdge Advisors, LLC
N/A—3,270-3,270-100%$135.6K———
Bessemer Group Inc
N/A—2,565-2,565-100%$106.0K———
Northwestern Mutual Wealth Management Co
N/A—1,442-1,442-100%$59.8K———
Glen Eagle Advisors, LLC
N/A—1,247-1,247-100%$51.7K———
Purpose Unlimited Inc.
N/A—1,199-1,199-100%$49.7K———
1 North Wealth Services LLC
N/A—1,195-1,195-100%$49.6K———
Arax Advisory Partners
N/A—1,115-1,115-100%$46.3K———
Continuum Advisory, LLC
N/A—938-938-100%$38.9K———
N.E.W. Advisory Services LLC
N/A—797-797-100%$33.1K———
Leo H. Evart, Inc.
N/A—692-692-100%$28.7K———
Qube Research & Technologies Ltd
N/A—666-666-100%$27.6K———
Synergy Investment Management, LLC
N/A—639-639-100%$26.5K———
HFM Investment Advisors, LLC
N/A—583-583-100%$24.2K———
Tidemark, LLC
N/A—551-551-100%$22.9K———
Delta Asset Management LLC
N/A—475-475-100%$19.7K———
Coston, McIsaac & Partners
N/A—464-464-100%$19———
Westfuller Advisors, LLC
N/A—449-449-100%$18.6K———
Aptus Capital Advisors, LLC
N/A—365-365-100%$15.1K———
BFC Planning, Inc.
N/A—324-324-100%$13.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—324-324-100%$13.4K———
IFG Advisory, LLC
N/A—251-251-100%$10.4K———
O'shaughnessy Asset Management, LLC
N/A—183-183-100%$7.6K———
BNP Paribas Financial Markets
N/A—39-39-100%$1.6K———
Clearstead Advisors, LLC
N/A—16-16-100%$650———
Showing 198 of 198 institutions