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Ishares S&P Gsci Commodity I (GSG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
USA Financial Formulas
NEW
Shares782,102
Change+782,102
Value$27.8M
Filed 2026-10-16
Strategic Investment Management, LLC
DECREASED
Shares638,502 from 705,972
Change-67,470 (-10%)
Value$22.7M (+$2.5M)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares392,192 from 58,656
Change+333,536 (+569%)
Value$14.5M (+$12.8M)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
INCREASED
Shares229,532 from 215,498
Change+14,034 (+7%)
Value$8.2M (+$2.0M)
Filed 2026-10-28
Deutsche Bank Ag\
DECREASED
Shares216,237 from 257,882
Change-41,645 (-16%)
Value$7.7M (+$316.1K)
Filed 2026-11-06
DT Investment Partners, LLC
DECREASED
Shares132,342 from 171,422
Change-39,080 (-23%)
Value$4.7M (-$195.3K)
Filed 2026-10-27
Sovran Advisors, LLC
DECREASED
Shares123,470 from 127,729
Change-4,259 (-3%)
Value$4.6M (+$610.9K)
Filed 2026-11-02
Washington Growth Strategies LLC
UNCHANGED
Shares115,852 from 115,852
Change0 (0%)
Value$4.1M (+$807.5K)
Filed 2026-10-19
Rakuten Investment Management, Inc.
DECREASED
Shares95,470 from 118,000
Change-22,530 (-19%)
Value$3.4M (-$4.0K)
Filed 2026-10-30
Inscription Capital, LLC
DECREASED
Shares90,587 from 118,042
Change-27,455 (-23%)
Value$3.2M (-$153.8K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares75,464 from 78,254
Change-2,790 (-4%)
Value$2.7M (+$446.2K)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares70,714 from 80,884
Change-10,170 (-13%)
Value$2.5M (+$202.0K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares63,608 from 700
Change+62,908 (+8987%)
Value$2.3M (+$2.2M)
Filed 2026-11-04
Pinnacle Associates LTD
UNCHANGED
Shares55,000 from 55,000
Change0 (0%)
Value$2.0M (+$383.4K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares55,000 from 55,000
Change0 (0%)
Value$2.0M (+$383.4K)
Filed 2026-10-23
LPL Financial LLC
DECREASED
Shares53,924 from 113,673
Change-59,749 (-53%)
Value$1.9M (-$1.3M)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares49,655 from 51,300
Change-1,645 (-3%)
Value$1.8M (+$299.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED
Shares43,811 from 43,811
Change0 (0%)
Value$1.6M (+$305.4K)
Filed 2026-11-06
Evanson Financial, LLC
UNCHANGED
Shares41,851 from 41,851
Change0 (0%)
Value$1.5M (+$291.7K)
Filed 2026-10-23
Oppenheimer & Co Inc
UNCHANGED
Shares40,111 from 40,111
Change0 (0%)
Value$1.4M (+$279.6K)
Filed 2026-10-26
Avestar Capital, LLC
UNCHANGED
Shares33,445 from 33,445
Change0 (0%)
Value$1.2M (+$233.1K)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
INCREASED
Shares32,218 from 32,142
Change+76 (+0%)
Value$1.1M (+$226.7K)
Filed 2026-10-20
Moors & Cabot, Inc.
DECREASED
Shares30,668 from 32,953
Change-2,285 (-7%)
Value$1.1M (+$148.4K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares28,045 from 69,853
Change-41,808 (-60%)
Value$997.5K (-$1.0M)
Filed 2026-11-02
Compound Planning, Inc.
NEW
Shares27,986
Change+27,986
Value$995.5K
Filed 2026-11-05
Aspect Partners, LLC
UNCHANGED
Shares22,171 from 22,171
Change0 (0%)
Value$788.6K (+$154.5K)
Filed 2026-10-20
Patton Fund Management, Inc.
DECREASED
Shares21,597 from 25,843
Change-4,246 (-16%)
Value$768.2K (+$29.1K)
Filed 2026-10-13
Lido Advisors, LLC
UNCHANGED
Shares19,588 from 19,588
Change0 (0%)
Value$696.7K (+$136.5K)
Filed 2026-11-04
AlphaCore Capital LLC
UNCHANGED
Shares16,110 from 16,110
Change0 (0%)
Value$573.0K (+$112.3K)
Filed 2026-11-04
Krilogy Financial LLC
DECREASED
Shares15,901 from 18,331
Change-2,430 (-13%)
Value$579.1K (+$54.8K)
Filed 2026-10-13
First National Trust Co
UNCHANGED
Shares15,476 from 15,476
Change0 (0%)
Value$550.5K (+$107.9K)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares14,548 from 15,076
Change-528 (-3%)
Value$517.5K (+$86.3K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares13,801 from 9,630
Change+4,171 (+43%)
Value$490.9K (+$215.5K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares12,925 from 13,225
Change-300 (-2%)
Value$459.7K (+$81.5K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares12,019
Change+12,019
Value$390.7K
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares11,330 from 4,419
Change+6,911 (+156%)
Value$417.7K (+$292.7K)
Filed 2026-10-16
Creative Planning
UNCHANGED
Shares10,254 from 10,254
Change0 (0%)
Value$364.7K (+$71.5K)
Filed 2026-11-02
BOS Asset Management, LLC
UNCHANGED
Shares9,692 from 9,692
Change0 (0%)
Value$344.7K (+$67.6K)
Filed 2026-10-09
Evolution Wealth Advisors, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$320.1K (+$62.7K)
Filed 2026-11-03
Truist Financial Corp
NEW
Shares8,165
Change+8,165
Value$290.4K
Filed 2026-10-30
Cadent Capital Advisors, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$284.6K (+$55.8K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,781 from 7,960
Change-179 (-2%)
Value$277 (-$227.7K)
Filed 2026-11-02
Essential Partners LLC
UNCHANGED
Shares6,830 from 6,830
Change0 (0%)
Value$242.9K (+$47.6K)
Filed 2026-10-14
Valen Private Capital, LLC
NEW
Shares6,710
Change+6,710
Value$238.7K
Filed 2026-10-23
Well Done, LLC
NEW
Shares6,620
Change+6,620
Value$235.5K
Filed 2026-10-20
Soltis Investment Advisors LLC
NEW
Shares6,610
Change+6,610
Value$235.1K
Filed 2026-10-28
St. Louis Trust Co
NEW
Shares6,565
Change+6,565
Value$233.5K
Filed 2026-11-03
Breakwater Investment Management
DECREASED
Shares6,534 from 6,766
Change-232 (-3%)
Value$232.4K (+$38.9K)
Filed 2026-10-20
Arlington Trust Co LLC
UNCHANGED
Shares6,250 from 6,250
Change0 (0%)
Value$222.3K (+$43.6K)
Filed 2026-10-20
Camelot Technology Advisors, Inc.
NEW
Shares6,004
Change+6,004
Value$213.6K
Filed 2026-10-09
Wesbanco Bank Inc
NEW
Shares6,000
Change+6,000
Value$213.4K
Filed 2026-11-04
Fifth Third Securities, Inc.
NEW
Shares5,671
Change+5,671
Value$201.7K
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares2,517 from 2,517
Change0 (0%)
Value$89.5K (+$17.5K)
Filed 2026-10-08
Asset Dedication, LLC
INCREASED
Shares2,283 from 2,282
Change+1 (+0%)
Value$81.2K (+$15.9K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$77.2K (+$15.1K)
Filed 2026-11-06
CX Institutional
UNCHANGED
Shares1,927 from 1,927
Change0 (0%)
Value$69 (+$14)
Filed 2026-10-02
Allworth Financial LP
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$50.1K ($0)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$60.5K (+$11.8K)
Filed 2026-10-19
American Capital Advisory, LLC
NEW
Shares1,350
Change+1,350
Value$48.0K
Filed 2026-10-28
Strengthening Families & Communities, LLC
DECREASED
Shares1,097 from 2,561
Change-1,464 (-57%)
Value$39.0K (-$34.2K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares914 from 772
Change+142 (+18%)
Value$32.5K (+$10.4K)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$32.0K (+$6.3K)
Filed 2026-10-14
Lanark Financial, Inc.
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$26.9K (+$5.3K)
Filed 2026-10-26
Accordant Advisory Group Inc
DECREASED
Shares651 from 124,943
Change-124,292 (-99%)
Value$23.2K (-$3.6M)
Filed 2026-10-29
Rossby Financial, LCC
NEW
Shares619
Change+619
Value$22.0K
Filed 2026-11-05
Downshift Financial, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.2K (+$2.8K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares304 from 1,899
Change-1,595 (-84%)
Value$10.8K (-$43.5K)
Filed 2026-10-08
Putney Financial Group LLC
NEW
Shares210
Change+210
Value$7.5K
Filed 2026-10-30
Barrett & Company, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5.3K (+$1.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$4.3K (+$851)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares50
Change+50
Value$1.8K
Filed 2026-11-05
Founders Financial Securities LLC
CLOSED
Shares0 from 114,649
Change-114,649 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-28
Robinson Value Management, Ltd.
CLOSED
Shares0 from 52,813
Change-52,813 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-20
Atria Investments, Inc
CLOSED
Shares0 from 50,770
Change-50,770 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 18,966
Change-18,966 (-100%)
Value$0 (-$558.7K)
Filed 2026-10-13
M Holdings Securities, Inc.
CLOSED
Shares0 from 13,845
Change-13,845 (-100%)
Value$0 (-$423)
Filed 2026-11-03
Eddie Patel Inc
CLOSED
Shares0 from 7,744
Change-7,744 (-100%)
Value$0 (-$221.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
CLOSED
Shares0 from 7,374
Change-7,374 (-100%)
Value$0 (-$210.9K)
Filed 2026-11-02
Bfsg, LLC
CLOSED
Shares0 from 1,840
Change-1,840 (-100%)
Value$0 (-$52.6K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 739
Change-739 (-100%)
Value$0 (-$24.0K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$16.3K)
Filed 2026-11-02
US Bancorp \de\
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 2,890,090
Change-2,890,090 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,121,925
Change-1,121,925 (-100%)
Value—
Mizuho Bank, Ltd.
N/A
Shares— from 1,100,000
Change-1,100,000 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 955,933
Change-955,933 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 935,686
Change-935,686 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 779,360
Change-779,360 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 698,134
Change-698,134 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 615,300
Change-615,300 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 428,998
Change-428,998 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 260,929
Change-260,929 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 197,803
Change-197,803 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 168,099
Change-168,099 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 152,266
Change-152,266 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 88,294
Change-88,294 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 79,653
Change-79,653 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 62,887
Change-62,887 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 61,307
Change-61,307 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 60,665
Change-60,665 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 59,794
Change-59,794 (-100%)
Value—
UBS Group AG
N/A
Shares— from 59,192
Change-59,192 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,476
Change-56,476 (-100%)
Value—
State Street Corp
N/A
Shares— from 55,500
Change-55,500 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 52,091
Change-52,091 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 48,248
Change-48,248 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 45,998
Change-45,998 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 43,670
Change-43,670 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 43,501
Change-43,501 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 43,471
Change-43,471 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 41,682
Change-41,682 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 38,595
Change-38,595 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 36,944
Change-36,944 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 35,966
Change-35,966 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 34,636
Change-34,636 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 23,586
Change-23,586 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,171
Change-21,171 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 19,926
Change-19,926 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 19,257
Change-19,257 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,654
Change-17,654 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 17,424
Change-17,424 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 17,076
Change-17,076 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 15,965
Change-15,965 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,707
Change-14,707 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 14,240
Change-14,240 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,091
Change-13,091 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,329
Change-9,329 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 9,246
Change-9,246 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,443
Change-7,443 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 459
Change-459 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 369
Change-369 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
USA Financial Formulas
NEW782,102—+782,102——$27.8M—2026-10-16
Strategic Investment Management, LLC
DECREASED638,502705,972-67,470-10%$20.2M$22.7M+$2.5M2026-10-20
Prospera Financial Services Inc
INCREASED392,19258,656+333,536+569%$1.7M$14.5M+$12.8M2026-11-04
Alliance Wealth Advisors, LLC
INCREASED229,532215,498+14,034+7%$6.2M$8.2M+$2.0M2026-10-28
Deutsche Bank Ag\
DECREASED216,237257,882-41,645-16%$7.4M$7.7M+$316.1K2026-11-06
DT Investment Partners, LLC
DECREASED132,342171,422-39,080-23%$4.9M$4.7M-$195.3K2026-10-27
Sovran Advisors, LLC
DECREASED123,470127,729-4,259-3%$4.0M$4.6M+$610.9K2026-11-02
Washington Growth Strategies LLC
UNCHANGED115,852115,85200%$3.3M$4.1M+$807.5K2026-10-19
Rakuten Investment Management, Inc.
DECREASED95,470118,000-22,530-19%$3.4M$3.4M-$4.0K2026-10-30
Inscription Capital, LLC
DECREASED90,587118,042-27,455-23%$3.4M$3.2M-$153.8K2026-11-02
Moneco Advisors, LLC
DECREASED75,46478,254-2,790-4%$2.2M$2.7M+$446.2K2026-11-05
Bank of New York Mellon Corp
DECREASED70,71480,884-10,170-13%$2.3M$2.5M+$202.0K2026-11-05
Creative Financial Designs Inc
INCREASED63,608700+62,908+8987%$20.0K$2.3M+$2.2M2026-11-04
Pinnacle Associates LTD
UNCHANGED55,00055,00000%$1.6M$2.0M+$383.4K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED55,00055,00000%$1.6M$2.0M+$383.4K2026-10-23
LPL Financial LLC
DECREASED53,924113,673-59,749-53%$3.3M$1.9M-$1.3M2026-11-06
MacKenzie Financial Corp
DECREASED49,65551,300-1,645-3%$1.5M$1.8M+$299.0K2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED43,81143,81100%$1.3M$1.6M+$305.4K2026-11-06
Evanson Financial, LLC
UNCHANGED41,85141,85100%$1.2M$1.5M+$291.7K2026-10-23
Oppenheimer & Co Inc
UNCHANGED40,11140,11100%$1.1M$1.4M+$279.6K2026-10-26
Avestar Capital, LLC
UNCHANGED33,44533,44500%$956.5K$1.2M+$233.1K2026-10-28
Wealth Advisory Solutions, LLC
INCREASED32,21832,142+76+0%$919.3K$1.1M+$226.7K2026-10-20
Moors & Cabot, Inc.
DECREASED30,66832,953-2,285-7%$942.5K$1.1M+$148.4K2026-11-06
Commonwealth Equity Services, LLC
DECREASED28,04569,853-41,808-60%$2.0M$997.5K-$1.0M2026-11-02
Compound Planning, Inc.
NEW27,986—+27,986——$995.5K—2026-11-05
Aspect Partners, LLC
UNCHANGED22,17122,17100%$634.1K$788.6K+$154.5K2026-10-20
Patton Fund Management, Inc.
DECREASED21,59725,843-4,246-16%$739.1K$768.2K+$29.1K2026-10-13
Lido Advisors, LLC
UNCHANGED19,58819,58800%$560.2K$696.7K+$136.5K2026-11-04
AlphaCore Capital LLC
UNCHANGED16,11016,11000%$460.7K$573.0K+$112.3K2026-11-04
Krilogy Financial LLC
DECREASED15,90118,331-2,430-13%$524.3K$579.1K+$54.8K2026-10-13
First National Trust Co
UNCHANGED15,47615,47600%$442.6K$550.5K+$107.9K2026-10-28
Perigon Wealth Management, LLC
DECREASED14,54815,076-528-3%$431.2K$517.5K+$86.3K2026-10-22
Parallel Advisors, LLC
INCREASED13,8019,630+4,171+43%$275.4K$490.9K+$215.5K2026-11-03
Fifth Third Bancorp
DECREASED12,92513,225-300-2%$378.2K$459.7K+$81.5K2026-11-05
StoneX Group Inc.
NEW12,019—+12,019——$390.7K—2026-11-03
TD Waterhouse Canada Inc.
INCREASED11,3304,419+6,911+156%$125.0K$417.7K+$292.7K2026-10-16
Creative Planning
UNCHANGED10,25410,25400%$293.3K$364.7K+$71.5K2026-11-02
BOS Asset Management, LLC
UNCHANGED9,6929,69200%$277.2K$344.7K+$67.6K2026-10-09
Evolution Wealth Advisors, LLC
UNCHANGED9,0009,00000%$257.4K$320.1K+$62.7K2026-11-03
Truist Financial Corp
NEW8,165—+8,165——$290.4K—2026-10-30
Cadent Capital Advisors, LLC
UNCHANGED8,0008,00000%$228.8K$284.6K+$55.8K2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED7,7817,960-179-2%$228.0K$277-$227.7K2026-11-02
Essential Partners LLC
UNCHANGED6,8306,83000%$195.3K$242.9K+$47.6K2026-10-14
Valen Private Capital, LLC
NEW6,710—+6,710——$238.7K—2026-10-23
Well Done, LLC
NEW6,620—+6,620——$235.5K—2026-10-20
Soltis Investment Advisors LLC
NEW6,610—+6,610——$235.1K—2026-10-28
St. Louis Trust Co
NEW6,565—+6,565——$233.5K—2026-11-03
Breakwater Investment Management
DECREASED6,5346,766-232-3%$193.5K$232.4K+$38.9K2026-10-20
Arlington Trust Co LLC
UNCHANGED6,2506,25000%$178.8K$222.3K+$43.6K2026-10-20
Camelot Technology Advisors, Inc.
NEW6,004—+6,004——$213.6K—2026-10-09
Wesbanco Bank Inc
NEW6,000—+6,000——$213.4K—2026-11-04
Fifth Third Securities, Inc.
NEW5,671—+5,671——$201.7K—2026-10-21
Farther Finance Advisors, LLC
UNCHANGED2,5172,51700%$72.0K$89.5K+$17.5K2026-10-08
Asset Dedication, LLC
INCREASED2,2832,282+1+0%$65.3K$81.2K+$15.9K2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED2,1702,17000%$62.1K$77.2K+$15.1K2026-11-06
CX Institutional
UNCHANGED1,9271,92700%$55$69+$142026-10-02
Allworth Financial LP
UNCHANGED1,7531,75300%$50.1K$50.1K$02026-11-06
Highline Wealth Partners LLC
UNCHANGED1,7001,70000%$48.6K$60.5K+$11.8K2026-10-19
American Capital Advisory, LLC
NEW1,350—+1,350——$48.0K—2026-10-28
Strengthening Families & Communities, LLC
DECREASED1,0972,561-1,464-57%$73.2K$39.0K-$34.2K2026-10-21
Assetmark, Inc
INCREASED914772+142+18%$22.1K$32.5K+$10.4K2026-10-21
Triumph Capital Management
UNCHANGED90090000%$25.7K$32.0K+$6.3K2026-10-14
Lanark Financial, Inc.
UNCHANGED75575500%$21.6K$26.9K+$5.3K2026-10-26
Accordant Advisory Group Inc
DECREASED651124,943-124,292-99%$3.6M$23.2K-$3.6M2026-10-29
Rossby Financial, LCC
NEW619—+619——$22.0K—2026-11-05
Downshift Financial, LLC
UNCHANGED40040000%$11.4K$14.2K+$2.8K2026-10-13
CoreCap Advisors, LLC
DECREASED3041,899-1,595-84%$54.3K$10.8K-$43.5K2026-10-08
Putney Financial Group LLC
NEW210—+210——$7.5K—2026-10-30
Barrett & Company, Inc.
UNCHANGED15015000%$4.3K$5.3K+$1.0K2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED12212200%$3.5K$4.3K+$8512026-11-04
Jacobi Capital Management LLC
NEW50—+50——$1.8K—2026-11-05
Founders Financial Securities LLC
CLOSED0114,649-114,649-100%$3.3M$0-$3.3M2026-10-28
Robinson Value Management, Ltd.
CLOSED052,813-52,813-100%$1.5M$0-$1.5M2026-10-20
Atria Investments, Inc
CLOSED050,770-50,770-100%$1.5M$0-$1.5M2026-10-15
Wealth Enhancement Advisory Services, LLC
CLOSED018,966-18,966-100%$558.7K$0-$558.7K2026-10-13
M Holdings Securities, Inc.
CLOSED013,845-13,845-100%$423$0-$4232026-11-03
Eddie Patel Inc
CLOSED07,744-7,744-100%$221.5K$0-$221.5K2026-11-02
Kestra Advisory Services, LLC
CLOSED07,374-7,374-100%$210.9K$0-$210.9K2026-11-02
Bfsg, LLC
CLOSED01,840-1,840-100%$52.6K$0-$52.6K2026-10-30
Cornerstone Planning Group LLC
CLOSED0739-739-100%$24.0K$0-$24.0K2026-10-16
International Assets Investment Management, LLC
CLOSED0577-577-100%$16.3K$0-$16.3K2026-11-02
US Bancorp \de\
CLOSED0250-250-100%$7.2K$0-$7.2K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0130-130-100%$3.7K$0-$3.7K2026-11-06
BlackRock, Inc.
N/A—2,890,090-2,890,090-100%$82.7M———
Morgan Stanley
N/A—1,121,925-1,121,925-100%$32.1M———
Mizuho Bank, Ltd.
N/A—1,100,000-1,100,000-100%$31.5M———
USA Financial Formulas
N/A—955,933-955,933-100%$27.3M———
Quent Capital, LLC
N/A—935,686-935,686-100%$26.8M———
Bank of America Corp
N/A—779,360-779,360-100%$22.3M———
JPMorgan Chase & Co
N/A—698,134-698,134-100%$19.9M———
Sumitomo Life Insurance Co
N/A—615,300-615,300-100%$17.6M———
Goldman Sachs Group Inc
N/A—428,998-428,998-100%$12.3M———
Wells Fargo & Company
N/A—260,929-260,929-100%$7.5M———
HighTower Advisors, LLC
N/A—197,803-197,803-100%$5.7M———
Callan Family Office, LLC
N/A—168,099-168,099-100%$4.8M———
Susquehanna International Group, LLP
N/A—152,266-152,266-100%$4.4M———
Osaic Holdings, Inc.
N/A—88,294-88,294-100%$2.5M———
Lifeworks Advisors, LLC
N/A—79,653-79,653-100%$2.3M———
Stifel Financial Corp
N/A—62,887-62,887-100%$1.8M———
PFG Investments, LLC
N/A—61,307-61,307-100%$1.8M———
Ameriprise Financial Inc
N/A—60,665-60,665-100%$1.7M———
Royal Bank of Canada
N/A—59,794-59,794-100%$1.7M———
UBS Group AG
N/A—59,192-59,192-100%$1.7M———
Cetera Investment Advisers
N/A—56,476-56,476-100%$1.6M———
State Street Corp
N/A—55,500-55,500-100%$1.6M———
Marino Management, LLC
N/A—52,091-52,091-100%$1.5M———
National Bank of Canada
N/A—48,248-48,248-100%$1.4M———
Neuberger Berman Group LLC
N/A—45,998-45,998-100%$1.3M———
Raymond James Financial Inc
N/A—43,670-43,670-100%$1.2M———
BNP Paribas Financial Markets
N/A—43,501-43,501-100%$1.2M———
Envestnet Asset Management Inc
N/A—43,471-43,471-100%$1.2M———
Capital Group Private Client Services, Inc.
N/A—41,682-41,682-100%$1.2M———
Johnson Investment Counsel Inc
N/A—38,595-38,595-100%$1.1M———
OneAscent Financial Services LLC
N/A—36,944-36,944-100%$1.1M———
Advisory Services Network, LLC
N/A—35,966-35,966-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—34,636-34,636-100%$990.6K———
Emerald Investment Advisers, LLC
N/A—23,586-23,586-100%$674.6K———
Sanctuary Advisors, LLC
N/A—21,171-21,171-100%$605.5K———
Headlands Technologies LLC
N/A—19,926-19,926-100%$569.9K———
Empirical Asset Management, LLC
N/A—19,257-19,257-100%$550.8K———
Two Sigma Securities, LLC
N/A—17,654-17,654-100%$504.9K———
Kovack Advisors, Inc.
N/A—17,424-17,424-100%$498.3K———
Scotia Capital Inc.
N/A—17,076-17,076-100%$488.4K———
Envestnet Portfolio Solutions, Inc.
N/A—15,965-15,965-100%$456.6K———
Mariner, LLC
N/A—14,707-14,707-100%$420.6K———
Bank of Nova Scotia
N/A—14,240-14,240-100%$407.3K———
GW&K Investment Management, LLC
N/A—14,000-14,000-100%$400.0K———
Equitable Holdings, Inc.
N/A—13,091-13,091-100%$374.4K———
Stratos Wealth Advisors, LLC
N/A—10,257-10,257-100%$293.4K———
1015 Capital Partners, LLC
N/A—9,900-9,900-100%$283.1K———
Capstone Financial Advisors, Inc.
N/A—9,600-9,600-100%$274.6K———
Rockefeller Capital Management L.P.
N/A—9,329-9,329-100%$266.8K———
Dunhill Financial, LLC
N/A—9,246-9,246-100%$264.4K———
Davis R M Inc
N/A—9,150-9,150-100%$261.7K———
Arkadios Wealth Advisors
N/A—8,892-8,892-100%$254.3K———
NewEdge Advisors, LLC
N/A—8,712-8,712-100%$249.2K———
Captrust Financial Advisors
N/A—7,443-7,443-100%$212.9K———
Aurdan Capital Management, LLC
N/A—7,352-7,352-100%$210.3K———
Private Wealth Asset Management, LLC
N/A—5,000-5,000-100%$143.0K———
Cordant, Inc.
N/A—3,037-3,037-100%$86.9K———
Bruce G. Allen Investments, LLC
N/A—2,546-2,546-100%$72.8K———
Philadelphia Investment Partners, LLC
N/A—1,848-1,848-100%$52.9K———
Gould Capital, LLC
N/A—1,500-1,500-100%$42.9K———
Strategic Wealth Partners, Ltd.
N/A—800-800-100%$22.9K———
Boreal Capital Management LLC
N/A—670-670-100%$19.2K———
Steward Partners Investment Advisory, LLC
N/A—600-600-100%$17.2K———
Continuum Advisory, LLC
N/A—500-500-100%$14.3K———
Godfrey Financial Associates, Inc.
N/A—459-459-100%$13.1K———
Harbour Investments, Inc.
N/A—369-369-100%$10.6K———
Cheviot Value Management, LLC
N/A—300-300-100%$8.6K———
Capital Analysts, LLC
N/A—200-200-100%$6———
SOA Wealth Advisors, Llc.
N/A—40-40-100%$1.1K———
Westend Capital Management, LLC
N/A—30-30-100%$858———
Global Retirement Partners, LLC
N/A—11-11-100%$315———
Huntington National Bank
N/A—2-2-100%$57———
Showing 155 of 155 institutions