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Ishares AAA - A Rated Corpor (QLTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
State of New Jersey Common Pension Fund D
DECREASED
Shares500,000 from 1,750,000
Change-1,250,000 (-71%)
Value$22.5M (-$60.7M)
Filed 2026-11-05
Parcion Private Wealth LLC
INCREASED
Shares447,984 from 425,835
Change+22,149 (+5%)
Value$20.2M (-$80.9K)
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares224,640 from 222,960
Change+1,680 (+1%)
Value$10.1M (-$488.5K)
Filed 2026-10-28
Sterling Investment Advisors LLC
INCREASED
Shares185,647 from 180,540
Change+5,107 (+3%)
Value$8.4M (-$227.0K)
Filed 2026-10-27
Heck Capital Advisors, LLC
INCREASED
Shares181,339 from 165,932
Change+15,407 (+9%)
Value$8.2M (+$273.4K)
Filed 2026-10-14
Colton Groome Financial Advisors, LLC
INCREASED
Shares167,672 from 158,695
Change+8,977 (+6%)
Value$7.5M (+$2.3K)
Filed 2026-10-06
Climber Capital SA
INCREASED
Shares119,166 from 117,982
Change+1,184 (+1%)
Value$4.0M (-$391.7K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares102,627 from 99,944
Change+2,683 (+3%)
Value$4.6M (-$132.1K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
INCREASED
Shares81,286 from 80,355
Change+931 (+1%)
Value$3.7M (-$161.4K)
Filed 2026-10-28
Midwest Professional Planners, Ltd.
DECREASED
Shares80,086 from 83,588
Change-3,502 (-4%)
Value$3.6M (-$369.0K)
Filed 2026-10-29
Creative Planning
DECREASED
Shares78,656 from 97,447
Change-18,791 (-19%)
Value$3.5M (-$1.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares70,195 from 65,629
Change+4,566 (+7%)
Value$3.2M (+$36.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares67,695 from 67,859
Change-164 (0%)
Value$195.6K (+$27.5K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED
Shares63,360 from 64,170
Change-810 (-1%)
Value$2.9M (-$159.1K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares62,740 from 59,840
Change+2,900 (+5%)
Value$2.8M (-$20.9K)
Filed 2026-11-03
Isthmus Partners, LLC
DECREASED
Shares59,413 from 59,976
Change-563 (-1%)
Value$2.7M (-$177.1K)
Filed 2026-10-21
Shuttleworth & Co
INCREASED
Shares57,109 from 54,546
Change+2,563 (+5%)
Value$2.6M (-$22.7K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares39,059 from 51,381
Change-12,322 (-24%)
Value$1.8M (-$684.3K)
Filed 2026-11-02
Bdfs Capital LLC
INCREASED
Shares33,463 from 26,233
Change+7,230 (+28%)
Value$1.5M (+$258.9K)
Filed 2026-10-14
RKL Wealth Management LLC
DECREASED
Shares33,003 from 34,880
Change-1,877 (-5%)
Value$1.5M (-$172.7K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares32,980 from 34,674
Change-1,694 (-5%)
Value$1.5M (-$137.9K)
Filed 2026-11-03
Diversify Wealth Management, LLC
DECREASED
Shares27,239 from 47,684
Change-20,445 (-43%)
Value$1.2M (-$982.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares27,239 from 47,684
Change-20,445 (-43%)
Value$1.2M (-$982.6K)
Filed 2026-10-20
Dynamic Wealth Strategies, LLC
DECREASED
Shares26,898 from 34,134
Change-7,236 (-21%)
Value$1.2M (-$411.9K)
Filed 2026-10-16
Bigelow Investment Advisors, LLC
INCREASED
Shares26,134 from 25,235
Change+899 (+4%)
Value$1.2M (-$23.4K)
Filed 2026-10-13
Cambiar Investors LLC
UNCHANGED
Shares18,384 from 18,384
Change0 (0%)
Value$827.1K (-$46.5K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares18,324 from 12,887
Change+5,437 (+42%)
Value$824.4K (+$212.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares16,064 from 13,520
Change+2,544 (+19%)
Value$723 (-$641.3K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED
Shares12,842 from 12,842
Change0 (0%)
Value$577.8K (-$32.5K)
Filed 2026-10-22
Montecito Bank & Trust
DECREASED
Shares12,804 from 12,877
Change-73 (-1%)
Value$576.1K (-$35.9K)
Filed 2026-10-01
Compass Wealth Management, LLC
DECREASED
Shares12,802 from 618,752
Change-605,950 (-98%)
Value$576.0K (-$28.8M)
Filed 2026-10-30
Simplicity Wealth,LLC
DECREASED
Shares12,326 from 20,559
Change-8,233 (-40%)
Value$554.6K (-$422.4K)
Filed 2026-10-23
Global Assets Advisory, LLC
DECREASED
Shares12,297 from 12,536
Change-239 (-2%)
Value$550.4K (-$42.3K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares10,110
Change+10,110
Value$462.4K
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
DECREASED
Shares9,502 from 23,044
Change-13,542 (-59%)
Value$427.5K (-$667.6K)
Filed 2026-11-04
AMG National Trust Bank
UNCHANGED
Shares9,350 from 9,350
Change0 (0%)
Value$420.7K (-$23.7K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares8,451 from 10,899
Change-2,448 (-22%)
Value$380 (-$517.6K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares8,240 from 8,622
Change-382 (-4%)
Value$370.7K (-$39.0K)
Filed 2026-11-05
Pacific Wealth Management
UNCHANGED
Shares7,499 from 7,499
Change0 (0%)
Value$337.4K (-$19.0K)
Filed 2026-10-05
Weaver Consulting Group
INCREASED
Shares6,852 from 6,417
Change+435 (+7%)
Value$308.3K (+$3.3K)
Filed 2026-10-07
Argyle Capital Partners, LLC
INCREASED
Shares5,801 from 4,653
Change+1,148 (+25%)
Value$261.0K (+$39.9K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares5,743 from 5,371
Change+372 (+7%)
Value$258.4K (+$3.2K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
INCREASED
Shares5,223 from 4,604
Change+619 (+13%)
Value$235.0K (+$16.2K)
Filed 2026-11-02
Detalus Advisors, LLC
DECREASED
Shares5,149 from 19,692
Change-14,543 (-74%)
Value$231.7K (-$704.1K)
Filed 2026-10-15
Professional Financial Advisors, LLC
UNCHANGED
Shares5,012 from 5,012
Change0 (0%)
Value$225.5K (-$12.7K)
Filed 2026-10-13
Meitav Investment House LTD
DECREASED
Shares4,989 from 5,075
Change-86 (-2%)
Value$223.1K (-$16.9K)
Filed 2026-10-28
Leuthold Group, LLC
INCREASED
Shares4,867 from 4,737
Change+130 (+3%)
Value$219.0K (-$6.1K)
Filed 2026-11-04
Meadow Creek Wealth Advisors LLC
DECREASED
Shares4,584 from 6,807
Change-2,223 (-33%)
Value$206.2K (-$117.2K)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares3,602 from 4,095
Change-493 (-12%)
Value$162.1K (-$32.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares2,995 from 4,831
Change-1,836 (-38%)
Value$134.8K (-$94.8K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares2,288 from 80
Change+2,208 (+2760%)
Value$102.9K (+$99.1K)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares2,082 from 2,082
Change0 (0%)
Value$93.7K (-$5.3K)
Filed 2026-10-05
IFP Advisors, Inc
INCREASED
Shares1,445 from 736
Change+709 (+96%)
Value$65.0K (+$30.0K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
NEW
Shares1,041
Change+1,041
Value$46.8K
Filed 2026-11-05
Y.D. More Investments Ltd
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$14.8K (-$830)
Filed 2026-11-02
Mascoma Wealth Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.5K (-$759)
Filed 2026-10-23
Compass Financial Management LLC
DECREASED
Shares263 from 475
Change-212 (-45%)
Value$11.8K (-$10.7K)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares256 from 253
Change+3 (+1%)
Value$11.6K (-$508)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
NEW
Shares210
Change+210
Value$9.4K
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares177 from 68,872
Change-68,695 (-100%)
Value$8.0K (-$3.3M)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares147 from 715
Change-568 (-79%)
Value$6.6K (-$27.4K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares79
Change+79
Value$3.6K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED
Shares48 from 50
Change-2 (-4%)
Value$2.1K (-$215)
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.2K (-$121)
Filed 2026-11-02
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 213,160
Change-213,160 (-100%)
Value$0 (-$10.1M)
Filed 2026-11-05
Catalyst Investment Management LLC
CLOSED
Shares0 from 66,896
Change-66,896 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 21,530
Change-21,530 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
ShoreHaven Wealth Partners, LLC
CLOSED
Shares0 from 17,803
Change-17,803 (-100%)
Value$0 (-$846.0K)
Filed 2026-10-16
Compound Planning, Inc.
CLOSED
Shares0 from 17,777
Change-17,777 (-100%)
Value$0 (-$844.8K)
Filed 2026-11-05
Kelly Financial Services LLC
CLOSED
Shares0 from 17,536
Change-17,536 (-100%)
Value$0 (-$833.3K)
Filed 2026-10-20
Two West Capital Advisors LLC
CLOSED
Shares0 from 9,860
Change-9,860 (-100%)
Value$0 (-$461.8K)
Filed 2026-10-15
Truist Financial Corp
CLOSED
Shares0 from 6,204
Change-6,204 (-100%)
Value$0 (-$294.8K)
Filed 2026-10-30
MGO One Seven LLC
CLOSED
Shares0 from 5,290
Change-5,290 (-100%)
Value$0 (-$251.4K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 4,742
Change-4,742 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,928
Change-1,928 (-100%)
Value$0 (-$91.1K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$33.6K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-28
CoreCap Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$523)
Filed 2026-10-08
Composition Wealth, LLC
N/A
Shares— from 2,676,208
Change-2,676,208 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,258,329
Change-1,258,329 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,032,285
Change-1,032,285 (-100%)
Value—
Betterment LLC
N/A
Shares— from 780,865
Change-780,865 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 646,806
Change-646,806 (-100%)
Value—
UBS Group AG
N/A
Shares— from 535,554
Change-535,554 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 523,448
Change-523,448 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 513,062
Change-513,062 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 488,447
Change-488,447 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 485,986
Change-485,986 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 484,966
Change-484,966 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 444,521
Change-444,521 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 390,564
Change-390,564 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 328,051
Change-328,051 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 283,943
Change-283,943 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 276,488
Change-276,488 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 226,700
Change-226,700 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 216,791
Change-216,791 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 176,786
Change-176,786 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 156,377
Change-156,377 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 145,803
Change-145,803 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 111,282
Change-111,282 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 111,141
Change-111,141 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 97,860
Change-97,860 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 97,827
Change-97,827 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 91,019
Change-91,019 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 82,709
Change-82,709 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 82,052
Change-82,052 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 80,074
Change-80,074 (-100%)
Value—
Centennial Bank
N/A
Shares— from 78,573
Change-78,573 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 76,184
Change-76,184 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 73,661
Change-73,661 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 71,389
Change-71,389 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,312
Change-63,312 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 61,017
Change-61,017 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 57,019
Change-57,019 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 54,782
Change-54,782 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 52,530
Change-52,530 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 51,993
Change-51,993 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 45,871
Change-45,871 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 38,474
Change-38,474 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,248
Change-26,248 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 25,957
Change-25,957 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,936
Change-23,936 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 23,232
Change-23,232 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 22,690
Change-22,690 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,092
Change-21,092 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,512
Change-19,512 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,965
Change-18,965 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,445
Change-18,445 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,095
Change-18,095 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,264
Change-17,264 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,847
Change-13,847 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
EFG International AG
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,045
Change-10,045 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,786
Change-8,786 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 7,688
Change-7,688 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,244
Change-7,244 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,174
Change-5,174 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 972
Change-972 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 873
Change-873 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 699
Change-699 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 212
Change-212 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 64
Change-64 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 0
Change0
Value—
Status
State of New Jersey Common Pension Fund D
DECREASED500,0001,750,000-1,250,000-71%$83.2M$22.5M-$60.7M2026-11-05
Parcion Private Wealth LLC
INCREASED447,984425,835+22,149+5%$20.2M$20.2M-$80.9K2026-10-28
Fonville Wealth Management LLC
INCREASED224,640222,960+1,680+1%$10.6M$10.1M-$488.5K2026-10-28
Sterling Investment Advisors LLC
INCREASED185,647180,540+5,107+3%$8.6M$8.4M-$227.0K2026-10-27
Heck Capital Advisors, LLC
INCREASED181,339165,932+15,407+9%$7.9M$8.2M+$273.4K2026-10-14
Colton Groome Financial Advisors, LLC
INCREASED167,672158,695+8,977+6%$7.5M$7.5M+$2.3K2026-10-06
Climber Capital SA
INCREASED119,166117,982+1,184+1%$4.4M$4.0M-$391.7K2026-10-20
Procyon Advisors, LLC
INCREASED102,62799,944+2,683+3%$4.7M$4.6M-$132.1K2026-10-21
Clear Creek Financial Management, LLC
INCREASED81,28680,355+931+1%$3.8M$3.7M-$161.4K2026-10-28
Midwest Professional Planners, Ltd.
DECREASED80,08683,588-3,502-4%$4.0M$3.6M-$369.0K2026-10-29
Creative Planning
DECREASED78,65697,447-18,791-19%$4.6M$3.5M-$1.1M2026-11-02
Thrivent Financial for Lutherans
INCREASED70,19565,629+4,566+7%$3.1M$3.2M+$36.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED67,69567,859-1640%$168.0K$195.6K+$27.5K2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED63,36064,170-810-1%$3.0M$2.9M-$159.1K2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED62,74059,840+2,900+5%$2.8M$2.8M-$20.9K2026-11-03
Isthmus Partners, LLC
DECREASED59,41359,976-563-1%$2.9M$2.7M-$177.1K2026-10-21
Shuttleworth & Co
INCREASED57,10954,546+2,563+5%$2.6M$2.6M-$22.7K2026-10-30
Commonwealth Equity Services, LLC
DECREASED39,05951,381-12,322-24%$2.4M$1.8M-$684.3K2026-11-02
Bdfs Capital LLC
INCREASED33,46326,233+7,230+28%$1.2M$1.5M+$258.9K2026-10-14
RKL Wealth Management LLC
DECREASED33,00334,880-1,877-5%$1.7M$1.5M-$172.7K2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED32,98034,674-1,694-5%$1.6M$1.5M-$137.9K2026-11-03
Diversify Wealth Management, LLC
DECREASED27,23947,684-20,445-43%$2.2M$1.2M-$982.6K2026-10-20
Diversify Advisory Services, LLC
DECREASED27,23947,684-20,445-43%$2.2M$1.2M-$982.6K2026-10-20
Dynamic Wealth Strategies, LLC
DECREASED26,89834,134-7,236-21%$1.6M$1.2M-$411.9K2026-10-16
Bigelow Investment Advisors, LLC
INCREASED26,13425,235+899+4%$1.2M$1.2M-$23.4K2026-10-13
Cambiar Investors LLC
UNCHANGED18,38418,38400%$873.6K$827.1K-$46.5K2026-11-04
Kestra Advisory Services, LLC
INCREASED18,32412,887+5,437+42%$612.4K$824.4K+$212.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED16,06413,520+2,544+19%$642.0K$723-$641.3K2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED12,84212,84200%$610.2K$577.8K-$32.5K2026-10-22
Montecito Bank & Trust
DECREASED12,80412,877-73-1%$611.9K$576.1K-$35.9K2026-10-01
Compass Wealth Management, LLC
DECREASED12,802618,752-605,950-98%$29.4M$576.0K-$28.8M2026-10-30
Simplicity Wealth,LLC
DECREASED12,32620,559-8,233-40%$977.0K$554.6K-$422.4K2026-10-23
Global Assets Advisory, LLC
DECREASED12,29712,536-239-2%$592.7K$550.4K-$42.3K2026-10-28
StoneX Group Inc.
NEW10,110—+10,110——$462.4K—2026-11-03
Quadrant Private Wealth Management, LLC
DECREASED9,50223,044-13,542-59%$1.1M$427.5K-$667.6K2026-11-04
AMG National Trust Bank
UNCHANGED9,3509,35000%$444.3K$420.7K-$23.7K2026-11-05
Park Avenue Securities LLC
DECREASED8,45110,899-2,448-22%$518.0K$380-$517.6K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED8,2408,622-382-4%$409.7K$370.7K-$39.0K2026-11-05
Pacific Wealth Management
UNCHANGED7,4997,49900%$356.4K$337.4K-$19.0K2026-10-05
Weaver Consulting Group
INCREASED6,8526,417+435+7%$304.9K$308.3K+$3.3K2026-10-07
Argyle Capital Partners, LLC
INCREASED5,8014,653+1,148+25%$221.1K$261.0K+$39.9K2026-10-23
Wealthcare Advisory Partners LLC
INCREASED5,7435,371+372+7%$255.2K$258.4K+$3.2K2026-10-21
GC Wealth Management RIA, LLC
INCREASED5,2234,604+619+13%$218.8K$235.0K+$16.2K2026-11-02
Detalus Advisors, LLC
DECREASED5,14919,692-14,543-74%$935.8K$231.7K-$704.1K2026-10-15
Professional Financial Advisors, LLC
UNCHANGED5,0125,01200%$238.2K$225.5K-$12.7K2026-10-13
Meitav Investment House LTD
DECREASED4,9895,075-86-2%$240.0K$223.1K-$16.9K2026-10-28
Leuthold Group, LLC
INCREASED4,8674,737+130+3%$225.1K$219.0K-$6.1K2026-11-04
Meadow Creek Wealth Advisors LLC
DECREASED4,5846,807-2,223-33%$323.5K$206.2K-$117.2K2026-11-02
Private Trust Co NA
DECREASED3,6024,095-493-12%$194.6K$162.1K-$32.5K2026-10-20
Farther Finance Advisors, LLC
DECREASED2,9954,831-1,836-38%$229.6K$134.8K-$94.8K2026-10-08
Rossby Financial, LCC
INCREASED2,28880+2,208+2760%$3.8K$102.9K+$99.1K2026-11-05
Eastern Bank
UNCHANGED2,0822,08200%$98.9K$93.7K-$5.3K2026-10-05
IFP Advisors, Inc
INCREASED1,445736+709+96%$35.0K$65.0K+$30.0K2026-10-16
Silver Grove Financial Group, Inc.
NEW1,041—+1,041——$46.8K—2026-11-05
Y.D. More Investments Ltd
UNCHANGED32832800%$15.6K$14.8K-$8302026-11-02
Mascoma Wealth Management LLC
UNCHANGED30030000%$14.3K$13.5K-$7592026-10-23
Compass Financial Management LLC
DECREASED263475-212-45%$22.6K$11.8K-$10.7K2026-10-30
Golden State Wealth Management, LLC
INCREASED256253+3+1%$12.1K$11.6K-$5082026-11-02
Physician Wealth Advisors, Inc.
NEW210—+210——$9.4K—2026-10-20
Assetmark, Inc
DECREASED17768,872-68,695-100%$3.3M$8.0K-$3.3M2026-10-21
Fifth Third Bancorp
DECREASED147715-568-79%$34.0K$6.6K-$27.4K2026-11-05
Latitude Advisors, LLC
NEW79—+79——$3.6K—2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED4850-2-4%$2.4K$2.1K-$2152026-11-02
Westside Investment Management, Inc.
UNCHANGED484800%$2.3K$2.2K-$1212026-11-02
Capstone Wealth Management Group, LLC
CLOSED0213,160-213,160-100%$10.1M$0-$10.1M2026-11-05
Catalyst Investment Management LLC
CLOSED066,896-66,896-100%$3.2M$0-$3.2M2026-10-21
J.W. Cole Advisors, Inc.
CLOSED021,530-21,530-100%$1.0M$0-$1.0M2026-11-05
ShoreHaven Wealth Partners, LLC
CLOSED017,803-17,803-100%$846.0K$0-$846.0K2026-10-16
Compound Planning, Inc.
CLOSED017,777-17,777-100%$844.8K$0-$844.8K2026-11-05
Kelly Financial Services LLC
CLOSED017,536-17,536-100%$833.3K$0-$833.3K2026-10-20
Two West Capital Advisors LLC
CLOSED09,860-9,860-100%$461.8K$0-$461.8K2026-10-15
Truist Financial Corp
CLOSED06,204-6,204-100%$294.8K$0-$294.8K2026-10-30
MGO One Seven LLC
CLOSED05,290-5,290-100%$251.4K$0-$251.4K2026-10-28
Concurrent Investment Advisors, LLC
CLOSED04,742-4,742-100%$225.3K$0-$225.3K2026-10-16
International Assets Investment Management, LLC
CLOSED01,928-1,928-100%$91.1K$0-$91.1K2026-11-02
Citigroup Inc
CLOSED0707-707-100%$33.6K$0-$33.6K2026-11-04
Cornerstone Planning Group LLC
CLOSED0129-129-100%$6.0K$0-$6.0K2026-10-16
MCF Advisors LLC
CLOSED098-98-100%$4.7K$0-$4.7K2026-10-28
CoreCap Advisors, LLC
CLOSED011-11-100%$523$0-$5232026-10-08
Composition Wealth, LLC
N/A—2,676,208-2,676,208-100%$127.2M———
MAI Capital Management
N/A—1,258,329-1,258,329-100%$59.8M———
Goldman Sachs Group Inc
N/A—1,032,285-1,032,285-100%$49.1M———
Betterment LLC
N/A—780,865-780,865-100%$37.1M———
LPL Financial LLC
N/A—646,806-646,806-100%$30.7M———
UBS Group AG
N/A—535,554-535,554-100%$25.4M———
Bank of America Corp
N/A—523,448-523,448-100%$24.9M———
OneDigital Investment Advisors LLC
N/A—513,062-513,062-100%$24.4M———
Raymond James Financial Inc
N/A—488,447-488,447-100%$23.2M———
Ameriprise Financial Inc
N/A—485,986-485,986-100%$23.1M———
Morgan Stanley
N/A—484,966-484,966-100%$23.0M———
MML Investors Services, LLC
N/A—444,521-444,521-100%$21.1M———
Schroder Investment Management Group
N/A—390,564-390,564-100%$18.7M———
Wells Fargo & Company
N/A—328,051-328,051-100%$15.6M———
Migdal Insurance & Financial Holdings Ltd.
N/A—283,943-283,943-100%$13.5M———
JPMorgan Chase & Co
N/A—276,488-276,488-100%$13.2M———
Madison Asset Management, LLC
N/A—226,700-226,700-100%$10.8M———
Citadel Advisors LLC
N/A—216,791-216,791-100%$10.3M———
Royal Bank of Canada
N/A—176,786-176,786-100%$8.4M———
Jane Street Group, LLC
N/A—156,377-156,377-100%$7.4M———
Susquehanna International Group, LLP
N/A—145,803-145,803-100%$6.9M———
Vestmark Advisory Solutions, Inc.
N/A—111,282-111,282-100%$5.3M———
Wrapmanager Inc
N/A—111,141-111,141-100%$5.3M———
Focus Partners Advisor Solutions, LLC
N/A—97,860-97,860-100%$4.7M———
Glen Eagle Advisors, LLC
N/A—97,827-97,827-100%$4.6M———
Integrated Wealth Concepts LLC
N/A—91,019-91,019-100%$4.3M———
Envestnet Asset Management Inc
N/A—82,709-82,709-100%$3.9M———
Cetera Investment Advisers
N/A—82,052-82,052-100%$3.9M———
BlackRock, Inc.
N/A—80,074-80,074-100%$3.8M———
Centennial Bank
N/A—78,573-78,573-100%$3.7M———
Northwestern Mutual Wealth Management Co
N/A—76,184-76,184-100%$3.6M———
Anchor Bay Capital, Inc.
N/A—73,661-73,661-100%$3.4M———
Flow Traders U.S. LLC
N/A—71,389-71,389-100%$3.4M———
HighTower Advisors, LLC
N/A—63,312-63,312-100%$3.0M———
Petra Financial Advisors Inc
N/A—61,017-61,017-100%$2.9M———
Cornerstone Financial Group, LLC
N/A—57,019-57,019-100%$2.7M———
NorthRock Partners, LLC
N/A—54,782-54,782-100%$2.6M———
Guggenheim Capital LLC
N/A—52,530-52,530-100%$2.5M———
Osaic Holdings, Inc.
N/A—51,993-51,993-100%$2.5M———
ESL Trust Services, LLC
N/A—45,871-45,871-100%$2.2M———
Jones Financial Companies Lllp
N/A—38,474-38,474-100%$1.8M———
Stifel Financial Corp
N/A—26,248-26,248-100%$1.2M———
Hanover Advisors Inc
N/A—25,957-25,957-100%$1.2M———
FMR LLC
N/A—23,936-23,936-100%$1.1M———
UBS Asset Management Americas LLC
N/A—23,232-23,232-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—22,690-22,690-100%$1.1M———
Sanctuary Advisors, LLC
N/A—21,092-21,092-100%$1.0M———
Mercer Global Advisors Inc
N/A—19,512-19,512-100%$927.2K———
CreativeOne Wealth, LLC
N/A—18,965-18,965-100%$901.2K———
Advyzon Investment Management, LLC
N/A—18,445-18,445-100%$876.5K———
Mutual Advisors, LLC
N/A—18,095-18,095-100%$859.9K———
Cerity Partners LLC
N/A—17,264-17,264-100%$820.4K———
Sequoia Financial Advisors, LLC
N/A—16,350-16,350-100%$777.0K———
Sunflower Bank, N.A.
N/A—15,900-15,900-100%$755.6K———
Rockefeller Capital Management L.P.
N/A—15,015-15,015-100%$713.6K———
Summit Financial, LLC
N/A—13,847-13,847-100%$658.0K———
Snowden Capital Advisors LLC
N/A—10,703-10,703-100%$508.6K———
Monograph Wealth Advisors, LLC
N/A—10,490-10,490-100%$498.5K———
EFG International AG
N/A—10,397-10,397-100%$494.1K———
Icon Wealth Advisors, LLC
N/A—10,185-10,185-100%$484.0K———
Advisory Services Network, LLC
N/A—10,045-10,045-100%$477.3K———
Shelter Mutual Insurance Co
N/A—10,000-10,000-100%$475.3K———
Freestone Capital Holdings, LLC
N/A—8,786-8,786-100%$417.5K———
Pinnacle Financial Partners, Inc.
N/A—8,628-8,628-100%$410.0K———
Consultiva Wealth Management, Corp.
N/A—7,997-7,997-100%$380.0K———
Mariner, LLC
N/A—7,975-7,975-100%$379.0K———
Vision Retirement, LLC
N/A—7,688-7,688-100%$365.3K———
Colonial Trust Co / SC
N/A—7,276-7,276-100%$345.8K———
PNC Financial Services Group, Inc.
N/A—7,244-7,244-100%$344.2K———
World Investment Advisors
N/A—6,642-6,642-100%$316.1K———
Quantinno Capital Management LP
N/A—5,743-5,743-100%$272.9K———
Ameritas Advisory Services, LLC
N/A—5,347-5,347-100%$254.1K———
Private Advisor Group, LLC
N/A—5,174-5,174-100%$245.9K———
IFG Advisory, LLC
N/A—5,125-5,125-100%$243.5K———
Stratos Wealth Partners, Ltd.
N/A—5,008-5,008-100%$238.0K———
RED Reef Advisors LLC
N/A—4,894-4,894-100%$232.6K———
Aptus Capital Advisors, LLC
N/A—4,808-4,808-100%$228.5K———
GeoWealth Management, LLC
N/A—4,624-4,624-100%$219.7K———
Protective Life Corp
N/A—3,301-3,301-100%$156.9K———
Geneos Wealth Management Inc.
N/A—3,301-3,301-100%$156.9K———
Steward Partners Investment Advisory, LLC
N/A—3,297-3,297-100%$156.7K———
NewEdge Advisors, LLC
N/A—2,964-2,964-100%$140.9K———
Arax Advisory Partners
N/A—2,944-2,944-100%$139.9K———
Synergy Investment Management, LLC
N/A—2,431-2,431-100%$115.5K———
Fiduciary Financial Advisors
N/A—2,157-2,157-100%$102.5K———
Transamerica Financial Advisors, LLC
N/A—2,096-2,096-100%$99.6K———
Qube Research & Technologies Ltd
N/A—1,990-1,990-100%$94.6K———
AE Wealth Management LLC
N/A—1,308-1,308-100%$62.2K———
Bogart Wealth, LLC
N/A—1,250-1,250-100%$59.4K———
WealthShield Partners, LLC
N/A—1,000-1,000-100%$47.5K———
Howe & Rusling Inc
N/A—972-972-100%$46.2K———
BFC Planning, Inc.
N/A—873-873-100%$41.5K———
Palladiem, LLC
N/A—720-720-100%$34.2K———
Brown Brothers Harriman & Co
N/A—699-699-100%$33.2K———
Global Retirement Partners, LLC
N/A—567-567-100%$26.9K———
Godfrey Financial Associates, Inc.
N/A—435-435-100%$20.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—212-212-100%$10.1K———
Harbour Investments, Inc.
N/A—128-128-100%$6.1K———
Franklin Resources Inc
N/A—64-64-100%$3.0K———
Imprint Wealth LLC
N/A—44-44-100%$2.1K———
Strategic Wealth Partners, Ltd.
N/A—23-23-100%$1.1K———
Hantz Financial Services, Inc.
N/A—15-15-100%$1———
Allworth Financial LP
N/A—4-4-100%$191———
Smartleaf Asset Management LLC
N/A—00—$27———
Showing 183 of 183 institutions