Ishares Gnma Bond ETF (GNMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Prosperity Planning, Inc.

INCREASED

Shares366,502 from 340,879

Change+25,623 (+8%)

Value$15.3M (+$264.7K)

Filed 2026-10-09

Farmers & Merchants Investments Inc

INCREASED

Shares338,961 from 330,244

Change+8,717 (+3%)

Value$14.2M (-$417.8K)

Filed 2026-10-22

Northland Capital Management LLC

DECREASED

Shares245,640 from 247,196

Change-1,556 (-1%)

Value$10.3M (-$651.0K)

Filed 2026-10-15

McGuire Investment Group, LLC

INCREASED

Shares206,640 from 197,745

Change+8,895 (+5%)

Value$8.6M (-$96.3K)

Filed 2026-10-23

Beverly Hills Private Wealth, LLC

INCREASED

Shares158,886 from 154,381

Change+4,505 (+3%)

Value$6.7M (-$177.3K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares102,125 from 69,394

Change+32,731 (+47%)

Value$4.3M (+$1.2M)

Filed 2026-10-13

Guidance Capital, Inc

INCREASED

Shares90,551 from 84,546

Change+6,005 (+7%)

Value$3.9M (+$163.4K)

Filed 2026-11-03

LifePlan Financial, LLC

INCREASED

Shares53,154 from 52,160

Change+994 (+2%)

Value$2.2M (-$93.2K)

Filed 2026-10-13

Myecfo, LLC

INCREASED

Shares45,517 from 45,377

Change+140 (+0%)

Value$1.9M (-$101.7K)

Filed 2026-10-14

Procyon Advisors, LLC

DECREASED

Shares43,316 from 45,406

Change-2,090 (-5%)

Value$1.8M (-$195.1K)

Filed 2026-10-21

Merit Financial Group, LLC

NEW

Shares43,269

Change+43,269

Value$1.8M

Filed 2026-11-06

Chapman Financial Group, LLC

INCREASED

Shares29,661 from 29,061

Change+600 (+2%)

Value$1.2M (-$43.8K)

Filed 2026-10-26

TSA Wealth Managment LLC

DECREASED

Shares28,201 from 39,597

Change-11,396 (-29%)

Value$1.2M (-$570.9K)

Filed 2026-10-22

Park Avenue Securities LLC

DECREASED

Shares22,754 from 41,774

Change-19,020 (-46%)

Value$952 (-$1.8M)

Filed 2026-10-26

Bigelow Investment Advisors, LLC

DECREASED

Shares21,791 from 25,411

Change-3,620 (-14%)

Value$912.2K (-$211.8K)

Filed 2026-10-13

Focus Financial Network, Inc.

DECREASED

Shares20,159 from 21,096

Change-937 (-4%)

Value$843.8K (-$89.2K)

Filed 2026-10-14

Horst & Graben Wealth Management LLC

DECREASED

Shares19,661 from 29,544

Change-9,883 (-33%)

Value$823.0K (-$470.1K)

Filed 2026-11-02

Planned Solutions, Inc.

INCREASED

Shares18,179 from 17,970

Change+209 (+1%)

Value$761.0K (-$33.8K)

Filed 2026-10-19

DMC Group, LLC

DECREASED

Shares17,426 from 20,101

Change-2,675 (-13%)

Value$729.5K (-$159.6K)

Filed 2026-10-26

CFS Investment Advisory Services, LLC

DECREASED

Shares14,266 from 44,170

Change-29,904 (-68%)

Value$594.8K (-$1.4M)

Filed 2026-10-19

North Star Investment Management Corp.

INCREASED

Shares12,429 from 12,416

Change+13 (+0%)

Value$520.3K (-$28.9K)

Filed 2026-10-27

Pillar Financial Advisors, LLC

UNCHANGED

Shares11,242 from 11,242

Change0 (0%)

Value$470.6K (-$26.6K)

Filed 2026-10-21

Vise Technologies, Inc.

NEW

Shares9,782

Change+9,782

Value$409.5K

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares9,000 from 8,771

Change+229 (+3%)

Value$376.7K (-$11.2K)

Filed 2026-11-02

Csenge Advisory Group

DECREASED

Shares8,895 from 15,780

Change-6,885 (-44%)

Value$372.3K (-$325.6K)

Filed 2026-11-04

Sagespring Wealth Partners, LLC

INCREASED

Shares8,664 from 8,347

Change+317 (+4%)

Value$362.7K (-$6.5K)

Filed 2026-10-22

Retirement Solution LLC

DECREASED

Shares7,488 from 8,010

Change-522 (-7%)

Value$313.5K (-$40.8K)

Filed 2026-10-27

Perigon Wealth Management, LLC

DECREASED

Shares7,329 from 7,572

Change-243 (-3%)

Value$306.8K (-$28.1K)

Filed 2026-10-22

WBH Advisory Inc

DECREASED

Shares6,421 from 15,386

Change-8,965 (-58%)

Value$268.8K (-$411.7K)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

DECREASED

Shares6,259 from 13,617

Change-7,358 (-54%)

Value$262.0K (-$340.3K)

Filed 2026-11-03

Ascent Group, LLC

DECREASED

Shares6,015 from 14,042

Change-8,027 (-57%)

Value$251.8K (-$369.3K)

Filed 2026-10-30

American Institute for Advanced Investment Management, LLP

UNCHANGED

Shares5,234 from 5,234

Change0 (0%)

Value$219.1K (-$12.4K)

Filed 2026-11-03

Investors Research Corp

INCREASED

Shares4,558 from 4,383

Change+175 (+4%)

Value$190.8K (-$3.1K)

Filed 2026-10-07

Payden & Rygel

UNCHANGED

Shares4,553 from 4,553

Change0 (0%)

Value$191 (-$200.8K)

Filed 2026-10-28

Creative Financial Designs Inc

INCREASED

Shares2,221 from 2,103

Change+118 (+6%)

Value$93.0K (-$35)

Filed 2026-11-04

Mather Group, Llc.

DECREASED

Shares1,575 from 3,322

Change-1,747 (-53%)

Value$65.9K (-$81.0K)

Filed 2026-10-14

Eastern Bank

UNCHANGED

Shares1,311 from 1,311

Change0 (0%)

Value$54.9K (-$3.1K)

Filed 2026-10-05

Private Trust Co NA

UNCHANGED

Shares875 from 875

Change0 (0%)

Value$36.6K (-$2.1K)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares652 from 1,774

Change-1,122 (-63%)

Value$27.3K (-$51.2K)

Filed 2026-10-08

Mechanics Financial Corp

UNCHANGED

Shares462 from 462

Change0 (0%)

Value$19.3K (-$1.1K)

Filed 2026-11-05

Portfolio Resources Advisor Group, Inc.

UNCHANGED

Shares345 from 345

Change0 (0%)

Value$14.4K (-$817)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares342 from 491

Change-149 (-30%)

Value$14.3K (-$7.4K)

Filed 2026-11-04

IFP Advisors, Inc

DECREASED

Shares193 from 196

Change-3 (-2%)

Value$8.1K (-$590)

Filed 2026-10-16

NBH Bank

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$7.3K (-$414)

Filed 2026-11-05

Balance Wealth Partners LLC

NEW

Shares98

Change+98

Value$4.1K

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares95 from 95

Change0 (0%)

Value$4.0K (-$225)

Filed 2026-10-21

Buck Wealth Strategies, LLC

DECREASED

Shares46 from 82

Change-36 (-44%)

Value$1.9K (-$1.7K)

Filed 2026-10-28

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.0K (-$57)

Filed 2026-10-23

Beacon Financial Group

CLOSED

Shares0 from 10,249

Change-10,249 (-100%)

Value$0 (-$453.3K)

Filed 2026-10-19

Patriot Financial Group Insurance Agency, LLC

CLOSED

Shares0 from 10,117

Change-10,117 (-100%)

Value$0 (-$447.5K)

Filed 2026-10-14

Cypress Wealth Services, LLC

CLOSED

Shares0 from 9,411

Change-9,411 (-100%)

Value$0 (-$416.2K)

Filed 2026-10-21

Hoxton Planning & Management, LLC

CLOSED

Shares0 from 8,670

Change-8,670 (-100%)

Value$0 (-$383.5K)

Filed 2026-10-15

Firethorn Wealth Partners, LLC

CLOSED

Shares0 from 7,266

Change-7,266 (-100%)

Value$0 (-$321.4K)

Filed 2026-10-14

Avid Wealth Partners LLC

CLOSED

Shares0 from 6,767

Change-6,767 (-100%)

Value$0 (-$299.3K)

Filed 2026-11-03

WealthPlan Investment Management, LLC

CLOSED

Shares0 from 5,774

Change-5,774 (-100%)

Value$0 (-$255.4K)

Filed 2026-10-15

Level Financial Advisors

CLOSED

Shares0 from 5,504

Change-5,504 (-100%)

Value$0 (-$243.4K)

Filed 2026-10-13

Cyndeo Wealth Partners, LLC

CLOSED

Shares0 from 4,798

Change-4,798 (-100%)

Value$0 (-$212.2K)

Filed 2026-10-16

Quadrant Private Wealth Management, LLC

CLOSED

Shares0 from 4,755

Change-4,755 (-100%)

Value$0 (-$210.3K)

Filed 2026-11-04

IVC Wealth Advisors LLC

CLOSED

Shares0 from 4,750

Change-4,750 (-100%)

Value$0 (-$210.1K)

Filed 2026-10-23

Robinswood Financial LLC

CLOSED

Shares0 from 1,227

Change-1,227 (-100%)

Value$0 (-$54.3K)

Filed 2026-10-20

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 188

Change-188 (-100%)

Value$0 (-$8.3K)

Filed 2026-11-03

Assetmark, Inc

CLOSED

Shares0 from 123

Change-123 (-100%)

Value$0 (-$5.4K)

Filed 2026-10-21

LifeSteps Financial, Inc.

CLOSED

Shares0 from 92

Change-92 (-100%)

Value$0 (-$4.1K)

Filed 2026-10-15

Spire Wealth Management

CLOSED

Shares0 from 38

Change-38 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-30

CoreCap Advisors, LLC

UNCHANGED

Shares0 from 0

Change0

Value$10 (-$1)

Filed 2026-10-08

BlackRock, Inc.

N/A

Shares— from 1,259,331

Change-1,259,331 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 826,504

Change-826,504 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 759,516

Change-759,516 (-100%)

Value—

Portland Global Advisors LLC

N/A

Shares— from 408,574

Change-408,574 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 398,254

Change-398,254 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 274,797

Change-274,797 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 240,209

Change-240,209 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 192,095

Change-192,095 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 164,016

Change-164,016 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 145,175

Change-145,175 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 117,033

Change-117,033 (-100%)

Value—

Croban

N/A

Shares— from 116,688

Change-116,688 (-100%)

Value—

Avise Financial Cooperative, Inc.

N/A

Shares— from 102,919

Change-102,919 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 97,668

Change-97,668 (-100%)

Value—

UBS Group AG

N/A

Shares— from 84,937

Change-84,937 (-100%)

Value—

Sunflower Bank, N.A.

N/A

Shares— from 55,380

Change-55,380 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 49,632

Change-49,632 (-100%)

Value—

Kickstand Ventures, Llc.

N/A

Shares— from 49,300

Change-49,300 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 46,473

Change-46,473 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 42,360

Change-42,360 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 37,712

Change-37,712 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 37,348

Change-37,348 (-100%)

Value—

McCartney Wealth Management LLC

N/A

Shares— from 37,008

Change-37,008 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 36,581

Change-36,581 (-100%)

Value—

Farmers National Bank

N/A

Shares— from 34,292

Change-34,292 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 30,855

Change-30,855 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 29,644

Change-29,644 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 25,742

Change-25,742 (-100%)

Value—

Kelman-Lazarov, Inc.

N/A

Shares— from 23,468

Change-23,468 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 23,136

Change-23,136 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 21,863

Change-21,863 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,137

Change-16,137 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 14,364

Change-14,364 (-100%)

Value—

Cardiff Park Advisors, LLC

N/A

Shares— from 12,434

Change-12,434 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 12,161

Change-12,161 (-100%)

Value—

Nwam LLC

N/A

Shares— from 12,046

Change-12,046 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,055

Change-11,055 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,639

Change-10,639 (-100%)

Value—

Betterment LLC

N/A

Shares— from 10,367

Change-10,367 (-100%)

Value—

Argent Advisors, Inc.

N/A

Shares— from 9,483

Change-9,483 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 8,391

Change-8,391 (-100%)

Value—

Shared Vision Wealth Group LLC

N/A

Shares— from 7,633

Change-7,633 (-100%)

Value—

Quotient Wealth Partners, LLC

N/A

Shares— from 7,441

Change-7,441 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,396

Change-7,396 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,792

Change-6,792 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6,186

Change-6,186 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 6,114

Change-6,114 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 5,221

Change-5,221 (-100%)

Value—

Davis Wealth Advisors, LLC

N/A

Shares— from 4,997

Change-4,997 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 4,880

Change-4,880 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 4,878

Change-4,878 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 4,667

Change-4,667 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,538

Change-4,538 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,468

Change-4,468 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,381

Change-4,381 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 3,446

Change-3,446 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 847

Change-847 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 659

Change-659 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 247

Change-247 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

	Status
Prosperity Planning, Inc.	INCREASED	366,502	340,879	+25,623	+8%	$15.1M	$15.3M	+$264.7K	2026-10-09
Farmers & Merchants Investments Inc	INCREASED	338,961	330,244	+8,717	+3%	$14.6M	$14.2M	-$417.8K	2026-10-22
Northland Capital Management LLC	DECREASED	245,640	247,196	-1,556	-1%	$10.9M	$10.3M	-$651.0K	2026-10-15
McGuire Investment Group, LLC	INCREASED	206,640	197,745	+8,895	+5%	$8.7M	$8.6M	-$96.3K	2026-10-23
Beverly Hills Private Wealth, LLC	INCREASED	158,886	154,381	+4,505	+3%	$6.8M	$6.7M	-$177.3K	2026-11-04
Wealth Enhancement Advisory Services, LLC	INCREASED	102,125	69,394	+32,731	+47%	$3.0M	$4.3M	+$1.2M	2026-10-13
Guidance Capital, Inc	INCREASED	90,551	84,546	+6,005	+7%	$3.7M	$3.9M	+$163.4K	2026-11-03
LifePlan Financial, LLC	INCREASED	53,154	52,160	+994	+2%	$2.3M	$2.2M	-$93.2K	2026-10-13
Myecfo, LLC	INCREASED	45,517	45,377	+140	+0%	$2.0M	$1.9M	-$101.7K	2026-10-14
Procyon Advisors, LLC	DECREASED	43,316	45,406	-2,090	-5%	$2.0M	$1.8M	-$195.1K	2026-10-21
Merit Financial Group, LLC	NEW	43,269	—	+43,269	—	—	$1.8M	—	2026-11-06
Chapman Financial Group, LLC	INCREASED	29,661	29,061	+600	+2%	$1.3M	$1.2M	-$43.8K	2026-10-26
TSA Wealth Managment LLC	DECREASED	28,201	39,597	-11,396	-29%	$1.8M	$1.2M	-$570.9K	2026-10-22
Park Avenue Securities LLC	DECREASED	22,754	41,774	-19,020	-46%	$1.8M	$952	-$1.8M	2026-10-26
Bigelow Investment Advisors, LLC	DECREASED	21,791	25,411	-3,620	-14%	$1.1M	$912.2K	-$211.8K	2026-10-13
Focus Financial Network, Inc.	DECREASED	20,159	21,096	-937	-4%	$933.1K	$843.8K	-$89.2K	2026-10-14
Horst & Graben Wealth Management LLC	DECREASED	19,661	29,544	-9,883	-33%	$1.3M	$823.0K	-$470.1K	2026-11-02
Planned Solutions, Inc.	INCREASED	18,179	17,970	+209	+1%	$794.8K	$761.0K	-$33.8K	2026-10-19
DMC Group, LLC	DECREASED	17,426	20,101	-2,675	-13%	$889.1K	$729.5K	-$159.6K	2026-10-26
CFS Investment Advisory Services, LLC	DECREASED	14,266	44,170	-29,904	-68%	$1.9M	$594.8K	-$1.4M	2026-10-19
North Star Investment Management Corp.	INCREASED	12,429	12,416	+13	+0%	$549.1K	$520.3K	-$28.9K	2026-10-27
Pillar Financial Advisors, LLC	UNCHANGED	11,242	11,242	0	0%	$497.2K	$470.6K	-$26.6K	2026-10-21
Vise Technologies, Inc.	NEW	9,782	—	+9,782	—	—	$409.5K	—	2026-10-29
Kestra Advisory Services, LLC	INCREASED	9,000	8,771	+229	+3%	$388.0K	$376.7K	-$11.2K	2026-11-02
Csenge Advisory Group	DECREASED	8,895	15,780	-6,885	-44%	$697.9K	$372.3K	-$325.6K	2026-11-04
Sagespring Wealth Partners, LLC	INCREASED	8,664	8,347	+317	+4%	$369.2K	$362.7K	-$6.5K	2026-10-22
Retirement Solution LLC	DECREASED	7,488	8,010	-522	-7%	$354.3K	$313.5K	-$40.8K	2026-10-27
Perigon Wealth Management, LLC	DECREASED	7,329	7,572	-243	-3%	$334.9K	$306.8K	-$28.1K	2026-10-22
WBH Advisory Inc	DECREASED	6,421	15,386	-8,965	-58%	$680.5K	$268.8K	-$411.7K	2026-11-05
Ashton Thomas Private Wealth, LLC	DECREASED	6,259	13,617	-7,358	-54%	$602.3K	$262.0K	-$340.3K	2026-11-03
Ascent Group, LLC	DECREASED	6,015	14,042	-8,027	-57%	$621.1K	$251.8K	-$369.3K	2026-10-30
American Institute for Advanced Investment Management, LLP	UNCHANGED	5,234	5,234	0	0%	$231.5K	$219.1K	-$12.4K	2026-11-03
Investors Research Corp	INCREASED	4,558	4,383	+175	+4%	$193.9K	$190.8K	-$3.1K	2026-10-07
Payden & Rygel	UNCHANGED	4,553	4,553	0	0%	$201.0K	$191	-$200.8K	2026-10-28
Creative Financial Designs Inc	INCREASED	2,221	2,103	+118	+6%	$93.0K	$93.0K	-$35	2026-11-04
Mather Group, Llc.	DECREASED	1,575	3,322	-1,747	-53%	$146.9K	$65.9K	-$81.0K	2026-10-14
Eastern Bank	UNCHANGED	1,311	1,311	0	0%	$58.0K	$54.9K	-$3.1K	2026-10-05
Private Trust Co NA	UNCHANGED	875	875	0	0%	$38.7K	$36.6K	-$2.1K	2026-10-20
Farther Finance Advisors, LLC	DECREASED	652	1,774	-1,122	-63%	$78.5K	$27.3K	-$51.2K	2026-10-08
Mechanics Financial Corp	UNCHANGED	462	462	0	0%	$20.4K	$19.3K	-$1.1K	2026-11-05
Portfolio Resources Advisor Group, Inc.	UNCHANGED	345	345	0	0%	$15.3K	$14.4K	-$817	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	342	491	-149	-30%	$21.7K	$14.3K	-$7.4K	2026-11-04
IFP Advisors, Inc	DECREASED	193	196	-3	-2%	$8.7K	$8.1K	-$590	2026-10-16
NBH Bank	UNCHANGED	175	175	0	0%	$7.7K	$7.3K	-$414	2026-11-05
Balance Wealth Partners LLC	NEW	98	—	+98	—	—	$4.1K	—	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	95	95	0	0%	$4.2K	$4.0K	-$225	2026-10-21
Buck Wealth Strategies, LLC	DECREASED	46	82	-36	-44%	$3.6K	$1.9K	-$1.7K	2026-10-28
Dhjj Financial Advisors, Ltd.	UNCHANGED	24	24	0	0%	$1.1K	$1.0K	-$57	2026-10-23
Beacon Financial Group	CLOSED	0	10,249	-10,249	-100%	$453.3K	$0	-$453.3K	2026-10-19
Patriot Financial Group Insurance Agency, LLC	CLOSED	0	10,117	-10,117	-100%	$447.5K	$0	-$447.5K	2026-10-14
Cypress Wealth Services, LLC	CLOSED	0	9,411	-9,411	-100%	$416.2K	$0	-$416.2K	2026-10-21
Hoxton Planning & Management, LLC	CLOSED	0	8,670	-8,670	-100%	$383.5K	$0	-$383.5K	2026-10-15
Firethorn Wealth Partners, LLC	CLOSED	0	7,266	-7,266	-100%	$321.4K	$0	-$321.4K	2026-10-14
Avid Wealth Partners LLC	CLOSED	0	6,767	-6,767	-100%	$299.3K	$0	-$299.3K	2026-11-03
WealthPlan Investment Management, LLC	CLOSED	0	5,774	-5,774	-100%	$255.4K	$0	-$255.4K	2026-10-15
Level Financial Advisors	CLOSED	0	5,504	-5,504	-100%	$243.4K	$0	-$243.4K	2026-10-13
Cyndeo Wealth Partners, LLC	CLOSED	0	4,798	-4,798	-100%	$212.2K	$0	-$212.2K	2026-10-16
Quadrant Private Wealth Management, LLC	CLOSED	0	4,755	-4,755	-100%	$210.3K	$0	-$210.3K	2026-11-04
IVC Wealth Advisors LLC	CLOSED	0	4,750	-4,750	-100%	$210.1K	$0	-$210.1K	2026-10-23
Robinswood Financial LLC	CLOSED	0	1,227	-1,227	-100%	$54.3K	$0	-$54.3K	2026-10-20
JFS Wealth Advisors, LLC	CLOSED	0	188	-188	-100%	$8.3K	$0	-$8.3K	2026-11-03
Assetmark, Inc	CLOSED	0	123	-123	-100%	$5.4K	$0	-$5.4K	2026-10-21
LifeSteps Financial, Inc.	CLOSED	0	92	-92	-100%	$4.1K	$0	-$4.1K	2026-10-15
Spire Wealth Management	CLOSED	0	38	-38	-100%	$1.7K	$0	-$1.7K	2026-10-30
CoreCap Advisors, LLC	UNCHANGED	0	0	0	—	$11	$10	-$1	2026-10-08
BlackRock, Inc.	N/A	—	1,259,331	-1,259,331	-100%	$55.7M	—	—	—
Focus Partners Wealth	N/A	—	826,504	-826,504	-100%	$36.6M	—	—	—
JPMorgan Chase & Co	N/A	—	759,516	-759,516	-100%	$33.8M	—	—	—
Portland Global Advisors LLC	N/A	—	408,574	-408,574	-100%	$18.1M	—	—	—
LPL Financial LLC	N/A	—	398,254	-398,254	-100%	$17.6M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	274,797	-274,797	-100%	$12.2M	—	—	—
Deutsche Bank Ag\	N/A	—	240,209	-240,209	-100%	$10.6M	—	—	—
Morgan Stanley	N/A	—	192,095	-192,095	-100%	$8.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	164,016	-164,016	-100%	$7.3M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	145,175	-145,175	-100%	$6.4M	—	—	—
Bank of America Corp	N/A	—	117,033	-117,033	-100%	$5.2M	—	—	—
Croban	N/A	—	116,688	-116,688	-100%	$5.2M	—	—	—
Avise Financial Cooperative, Inc.	N/A	—	102,919	-102,919	-100%	$4.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	97,668	-97,668	-100%	$4.3M	—	—	—
UBS Group AG	N/A	—	84,937	-84,937	-100%	$3.8M	—	—	—
Sunflower Bank, N.A.	N/A	—	55,380	-55,380	-100%	$2.4M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	49,632	-49,632	-100%	$2.2M	—	—	—
Kickstand Ventures, Llc.	N/A	—	49,300	-49,300	-100%	$2.2M	—	—	—
HighTower Advisors, LLC	N/A	—	46,473	-46,473	-100%	$2.1M	—	—	—
5T Wealth, LLC	N/A	—	42,360	-42,360	-100%	$1.9M	—	—	—
Curi Capital, LLC	N/A	—	37,712	-37,712	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	37,348	-37,348	-100%	$1.7M	—	—	—
McCartney Wealth Management LLC	N/A	—	37,008	-37,008	-100%	$1.6M	—	—	—
Jane Street Group, LLC	N/A	—	36,581	-36,581	-100%	$1.6M	—	—	—
Farmers National Bank	N/A	—	34,292	-34,292	-100%	$1.5M	—	—	—
Private Advisor Group, LLC	N/A	—	30,855	-30,855	-100%	$1.4M	—	—	—
Ameriprise Financial Inc	N/A	—	29,644	-29,644	-100%	$1.3M	—	—	—
MML Investors Services, LLC	N/A	—	25,742	-25,742	-100%	$1.1M	—	—	—
Kelman-Lazarov, Inc.	N/A	—	23,468	-23,468	-100%	$1.0M	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	23,136	-23,136	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	21,863	-21,863	-100%	$967.0K	—	—	—
Citadel Advisors LLC	N/A	—	16,137	-16,137	-100%	$713.7K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	14,364	-14,364	-100%	$635.3K	—	—	—
Cardiff Park Advisors, LLC	N/A	—	12,434	-12,434	-100%	$549.9K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	12,161	-12,161	-100%	$537.9K	—	—	—
Nwam LLC	N/A	—	12,046	-12,046	-100%	$532.8K	—	—	—
Mariner, LLC	N/A	—	11,055	-11,055	-100%	$489.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,639	-10,639	-100%	$470.6K	—	—	—
Betterment LLC	N/A	—	10,367	-10,367	-100%	$459.0K	—	—	—
Argent Advisors, Inc.	N/A	—	9,483	-9,483	-100%	$419.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	8,391	-8,391	-100%	$371.1K	—	—	—
Shared Vision Wealth Group LLC	N/A	—	7,633	-7,633	-100%	$337.6K	—	—	—
Quotient Wealth Partners, LLC	N/A	—	7,441	-7,441	-100%	$329.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,396	-7,396	-100%	$328.5K	—	—	—
Cetera Investment Advisers	N/A	—	6,792	-6,792	-100%	$300.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	6,186	-6,186	-100%	$273.6K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	6,114	-6,114	-100%	$270.4K	—	—	—
One Wealth Advisors, LLC	N/A	—	5,221	-5,221	-100%	$230.9K	—	—	—
Davis Wealth Advisors, LLC	N/A	—	4,997	-4,997	-100%	$221.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	4,880	-4,880	-100%	$215.8K	—	—	—
Goldman Sachs Group Inc	N/A	—	4,878	-4,878	-100%	$215.8K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	4,667	-4,667	-100%	$206.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,538	-4,538	-100%	$200.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,468	-4,468	-100%	$197.6K	—	—	—
Royal Bank of Canada	N/A	—	4,381	-4,381	-100%	$194.0K	—	—	—
Advisors Asset Management, Inc.	N/A	—	3,446	-3,446	-100%	$152.4K	—	—	—
Hills Bank & Trust Co	N/A	—	2,300	-2,300	-100%	$101.7K	—	—	—
Wells Fargo & Company	N/A	—	1,500	-1,500	-100%	$66.4K	—	—	—
Ancora Advisors LLCA	N/A	—	1,000	-1,000	-100%	$44.2K	—	—	—
FMR LLC	N/A	—	847	-847	-100%	$37.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	659	-659	-100%	$29.3K	—	—	—
Howe & Rusling Inc	N/A	—	247	-247	-100%	$10.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	52	-52	-100%	$2.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	24	-24	-100%	$1.1K	—	—	—

Showing 129 of 129 institutions