Ishares Cmbs ETF (CMBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Arvest Investments, Inc.

INCREASED

Shares523,353 from 494,745

Change+28,608 (+6%)

Value$24.7M (+$674.8K)

Filed 2026-10-21

Central Bank & Trust Co

INCREASED

Shares194,607 from 194,047

Change+560 (+0%)

Value$9.2M (-$239.4K)

Filed 2026-10-09

Schmidt P J Investment Management Inc

INCREASED

Shares103,512 from 99,078

Change+4,434 (+4%)

Value$4.9M (+$73.9K)

Filed 2026-11-02

Krilogy Financial LLC

INCREASED

Shares75,129 from 72,956

Change+2,173 (+3%)

Value$3.6M (+$14.1K)

Filed 2026-10-13

Hidden Cove Wealth Management, LLC

NEW

Shares55,258

Change+55,258

Value$2.6M

Filed 2026-10-19

Insight Wealth Partners, LLC

INCREASED

Shares54,816 from 52,683

Change+2,133 (+4%)

Value$2.6M (+$28.7K)

Filed 2026-10-26

Lido Advisors, LLC

NEW

Shares48,078

Change+48,078

Value$2.3M

Filed 2026-11-04

Guidance Capital, Inc

INCREASED

Shares41,978 from 39,688

Change+2,290 (+6%)

Value$2.0M (+$80.0K)

Filed 2026-11-03

StoneX Group Inc.

NEW

Shares37,278

Change+37,278

Value$1.8M

Filed 2026-11-03

Rosenberg Matthew Hamilton

INCREASED

Shares37,162 from 30,714

Change+6,448 (+21%)

Value$1.8M (+$262.8K)

Filed 2026-10-05

Bank of New York Mellon Corp

INCREASED

Shares27,744 from 19,702

Change+8,042 (+41%)

Value$1.3M (+$353.2K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares24,385 from 29,523

Change-5,138 (-17%)

Value$1.2M (-$283.4K)

Filed 2026-11-02

Willis Johnson Wealth, Inc.

INCREASED

Shares18,368 from 16,246

Change+2,122 (+13%)

Value$868.4K (+$78.1K)

Filed 2026-11-03

Ethos Capital Management, Inc.

DECREASED

Shares17,036 from 19,951

Change-2,915 (-15%)

Value$805.5K (-$165.2K)

Filed 2026-11-03

City Center Advisors, LLC

INCREASED

Shares15,804 from 11,547

Change+4,257 (+37%)

Value$747.2K (+$185.5K)

Filed 2026-10-08

MMA Asset Management LLC

DECREASED

Shares11,543 from 12,870

Change-1,327 (-10%)

Value$545.8K (-$80.4K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares9,329 from 10,389

Change-1,060 (-10%)

Value$441 (-$504.6K)

Filed 2026-11-02

Columbus Macro, LLC

INCREASED

Shares9,209 from 8,819

Change+390 (+4%)

Value$435.4K (+$6.4K)

Filed 2026-10-14

Visionary Wealth Advisors

DECREASED

Shares8,894 from 9,255

Change-361 (-4%)

Value$420.5K (-$29.7K)

Filed 2026-11-04

Knights of Columbus Asset Advisors LLC

INCREASED

Shares8,220 from 6,345

Change+1,875 (+30%)

Value$388.6K (+$80.0K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares7,084 from 8,264

Change-1,180 (-14%)

Value$334.9K (-$67.1K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares7,081 from 6,608

Change+473 (+7%)

Value$334.8K (+$13.3K)

Filed 2026-11-02

Wealthcare Advisory Partners LLC

INCREASED

Shares6,905 from 6,485

Change+420 (+6%)

Value$326.5K (+$11.0K)

Filed 2026-10-21

Ridgewood Investments LLC

DECREASED

Shares6,845 from 6,907

Change-62 (-1%)

Value$323.6K (-$12.4K)

Filed 2026-10-05

Retireful, LLC

NEW

Shares5,936

Change+5,936

Value$280.7K

Filed 2026-10-09

IFP Advisors, Inc

DECREASED

Shares5,626 from 7,869

Change-2,243 (-28%)

Value$266.0K (-$116.8K)

Filed 2026-10-16

Truist Financial Corp

DECREASED

Shares4,906 from 5,346

Change-440 (-8%)

Value$232.0K (-$28.1K)

Filed 2026-10-30

Windsor Capital Management, LLC

NEW

Shares4,710

Change+4,710

Value$222.7K

Filed 2026-10-13

Private Trust Co NA

INCREASED

Shares1,962 from 848

Change+1,114 (+131%)

Value$92.8K (+$51.5K)

Filed 2026-10-20

Horizon Financial Services, LLC

DECREASED

Shares1,374 from 1,807

Change-433 (-24%)

Value$65.0K (-$22.9K)

Filed 2026-11-04

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares825 from 825

Change0 (0%)

Value$39.0K (-$1.1K)

Filed 2026-11-03

Decker Retirement Planning Inc.

INCREASED

Shares628 from 601

Change+27 (+4%)

Value$29.7K (+$453)

Filed 2026-10-19

Quest 10 Wealth Builders, Inc.

INCREASED

Shares477 from 193

Change+284 (+147%)

Value$22.6K (+$13.2K)

Filed 2026-11-02

Strengthening Families & Communities, LLC

INCREASED

Shares461 from 457

Change+4 (+1%)

Value$21.8K (-$427)

Filed 2026-10-21

MidAtlantic Capital Management, Inc.

NEW

Shares407

Change+407

Value$19.2K

Filed 2026-11-05

Citigroup Inc

NEW

Shares175

Change+175

Value$8.3K

Filed 2026-11-04

Signature Equity Partners, LLC

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$6.9K (-$198)

Filed 2026-10-29

Farther Finance Advisors, LLC

UNCHANGED

Shares92 from 92

Change0 (0%)

Value$4.4K (-$126)

Filed 2026-10-08

Elevated Capital Advisors, LLC

DECREASED

Shares90 from 2,503

Change-2,413 (-96%)

Value$4.2K (-$117.5K)

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares82

Change+82

Value$3.9K

Filed 2026-10-27

Rossby Financial, LCC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$3.5K (-$103)

Filed 2026-11-05

IMG Wealth Management, Inc.

INCREASED

Shares33 from 32

Change+1 (+3%)

Value$1.5K (-$30)

Filed 2026-10-27

Tounjian Advisory Partners, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$1.3K (-$37)

Filed 2026-11-04

Kingdom Financial Group Llc.

INCREASED

Shares21 from 1

Change+20 (+2000%)

Value$989 (+$940)

Filed 2026-11-04

Compass Financial Management LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$331 (-$10)

Filed 2026-10-30

Spurstone Advisory Services, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$94 (-$3)

Filed 2026-11-02

Ocean Park Asset Management, LLC

CLOSED

Shares0 from 63,286

Change-63,286 (-100%)

Value$0 (-$3.1M)

Filed 2026-10-21

Heck Capital Advisors, LLC

CLOSED

Shares0 from 12,764

Change-12,764 (-100%)

Value$0 (-$621.0K)

Filed 2026-10-14

Wagner Wealth Management, LLC

CLOSED

Shares0 from 920

Change-920 (-100%)

Value$0 (-$44.7K)

Filed 2026-10-21

UBS Group AG

N/A

Shares— from 1,469,948

Change-1,469,948 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 575,306

Change-575,306 (-100%)

Value—

Prudential PLC

N/A

Shares— from 427,295

Change-427,295 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 426,140

Change-426,140 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 411,146

Change-411,146 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 280,554

Change-280,554 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 271,168

Change-271,168 (-100%)

Value—

Prepared Retirement Institute LLC

N/A

Shares— from 261,927

Change-261,927 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 226,208

Change-226,208 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 189,251

Change-189,251 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 163,077

Change-163,077 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 153,445

Change-153,445 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 137,709

Change-137,709 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 120,322

Change-120,322 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 89,253

Change-89,253 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 62,228

Change-62,228 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 57,370

Change-57,370 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 48,362

Change-48,362 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 44,099

Change-44,099 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 40,041

Change-40,041 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 38,800

Change-38,800 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 37,816

Change-37,816 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 28,764

Change-28,764 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 26,503

Change-26,503 (-100%)

Value—

Veridan Wealth LLC

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 18,711

Change-18,711 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 17,561

Change-17,561 (-100%)

Value—

Hyundai Investments Co., Ltd.

N/A

Shares— from 15,694

Change-15,694 (-100%)

Value—

&partners

N/A

Shares— from 14,697

Change-14,697 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 14,209

Change-14,209 (-100%)

Value—

Cogent Private Wealth, Inc.

N/A

Shares— from 14,152

Change-14,152 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 8,164

Change-8,164 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 6,257

Change-6,257 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,115

Change-5,115 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,371

Change-2,371 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 1,613

Change-1,613 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,606

Change-1,606 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,593

Change-1,593 (-100%)

Value—

Tiaa Trust, National Association

N/A

Shares— from 1,431

Change-1,431 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 993

Change-993 (-100%)

Value—

Rogco, LP

N/A

Shares— from 889

Change-889 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 677

Change-677 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 441

Change-441 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 306

Change-306 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 267

Change-267 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 227

Change-227 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 68

Change-68 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 46

Change-46 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 13

Change-13 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Arvest Investments, Inc.	INCREASED	523,353	494,745	+28,608	+6%	$24.1M	$24.7M	+$674.8K	2026-10-21
Central Bank & Trust Co	INCREASED	194,607	194,047	+560	+0%	$9.4M	$9.2M	-$239.4K	2026-10-09
Schmidt P J Investment Management Inc	INCREASED	103,512	99,078	+4,434	+4%	$4.8M	$4.9M	+$73.9K	2026-11-02
Krilogy Financial LLC	INCREASED	75,129	72,956	+2,173	+3%	$3.5M	$3.6M	+$14.1K	2026-10-13
Hidden Cove Wealth Management, LLC	NEW	55,258	—	+55,258	—	—	$2.6M	—	2026-10-19
Insight Wealth Partners, LLC	INCREASED	54,816	52,683	+2,133	+4%	$2.6M	$2.6M	+$28.7K	2026-10-26
Lido Advisors, LLC	NEW	48,078	—	+48,078	—	—	$2.3M	—	2026-11-04
Guidance Capital, Inc	INCREASED	41,978	39,688	+2,290	+6%	$1.9M	$2.0M	+$80.0K	2026-11-03
StoneX Group Inc.	NEW	37,278	—	+37,278	—	—	$1.8M	—	2026-11-03
Rosenberg Matthew Hamilton	INCREASED	37,162	30,714	+6,448	+21%	$1.5M	$1.8M	+$262.8K	2026-10-05
Bank of New York Mellon Corp	INCREASED	27,744	19,702	+8,042	+41%	$958.5K	$1.3M	+$353.2K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	24,385	29,523	-5,138	-17%	$1.4M	$1.2M	-$283.4K	2026-11-02
Willis Johnson Wealth, Inc.	INCREASED	18,368	16,246	+2,122	+13%	$790.4K	$868.4K	+$78.1K	2026-11-03
Ethos Capital Management, Inc.	DECREASED	17,036	19,951	-2,915	-15%	$970.6K	$805.5K	-$165.2K	2026-11-03
City Center Advisors, LLC	INCREASED	15,804	11,547	+4,257	+37%	$561.8K	$747.2K	+$185.5K	2026-10-08
MMA Asset Management LLC	DECREASED	11,543	12,870	-1,327	-10%	$626.1K	$545.8K	-$80.4K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	9,329	10,389	-1,060	-10%	$505.0K	$441	-$504.6K	2026-11-02
Columbus Macro, LLC	INCREASED	9,209	8,819	+390	+4%	$429.0K	$435.4K	+$6.4K	2026-10-14
Visionary Wealth Advisors	DECREASED	8,894	9,255	-361	-4%	$450.3K	$420.5K	-$29.7K	2026-11-04
Knights of Columbus Asset Advisors LLC	INCREASED	8,220	6,345	+1,875	+30%	$308.7K	$388.6K	+$80.0K	2026-11-05
Fifth Third Bancorp	DECREASED	7,084	8,264	-1,180	-14%	$402.0K	$334.9K	-$67.1K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	7,081	6,608	+473	+7%	$321.5K	$334.8K	+$13.3K	2026-11-02
Wealthcare Advisory Partners LLC	INCREASED	6,905	6,485	+420	+6%	$315.5K	$326.5K	+$11.0K	2026-10-21
Ridgewood Investments LLC	DECREASED	6,845	6,907	-62	-1%	$336.0K	$323.6K	-$12.4K	2026-10-05
Retireful, LLC	NEW	5,936	—	+5,936	—	—	$280.7K	—	2026-10-09
IFP Advisors, Inc	DECREASED	5,626	7,869	-2,243	-28%	$382.8K	$266.0K	-$116.8K	2026-10-16
Truist Financial Corp	DECREASED	4,906	5,346	-440	-8%	$260.1K	$232.0K	-$28.1K	2026-10-30
Windsor Capital Management, LLC	NEW	4,710	—	+4,710	—	—	$222.7K	—	2026-10-13
Private Trust Co NA	INCREASED	1,962	848	+1,114	+131%	$41.3K	$92.8K	+$51.5K	2026-10-20
Horizon Financial Services, LLC	DECREASED	1,374	1,807	-433	-24%	$87.9K	$65.0K	-$22.9K	2026-11-04
Ashton Thomas Private Wealth, LLC	UNCHANGED	825	825	0	0%	$40.1K	$39.0K	-$1.1K	2026-11-03
Decker Retirement Planning Inc.	INCREASED	628	601	+27	+4%	$29.2K	$29.7K	+$453	2026-10-19
Quest 10 Wealth Builders, Inc.	INCREASED	477	193	+284	+147%	$9.4K	$22.6K	+$13.2K	2026-11-02
Strengthening Families & Communities, LLC	INCREASED	461	457	+4	+1%	$22.2K	$21.8K	-$427	2026-10-21
MidAtlantic Capital Management, Inc.	NEW	407	—	+407	—	—	$19.2K	—	2026-11-05
Citigroup Inc	NEW	175	—	+175	—	—	$8.3K	—	2026-11-04
Signature Equity Partners, LLC	UNCHANGED	145	145	0	0%	$7.1K	$6.9K	-$198	2026-10-29
Farther Finance Advisors, LLC	UNCHANGED	92	92	0	0%	$4.5K	$4.4K	-$126	2026-10-08
Elevated Capital Advisors, LLC	DECREASED	90	2,503	-2,413	-96%	$121.8K	$4.2K	-$117.5K	2026-11-04
Latitude Advisors, LLC	NEW	82	—	+82	—	—	$3.9K	—	2026-10-27
Rossby Financial, LCC	UNCHANGED	75	75	0	0%	$3.6K	$3.5K	-$103	2026-11-05
IMG Wealth Management, Inc.	INCREASED	33	32	+1	+3%	$1.6K	$1.5K	-$30	2026-10-27
Tounjian Advisory Partners, LLC	UNCHANGED	27	27	0	0%	$1.3K	$1.3K	-$37	2026-11-04
Kingdom Financial Group Llc.	INCREASED	21	1	+20	+2000%	$49	$989	+$940	2026-11-04
Compass Financial Management LLC	UNCHANGED	7	7	0	0%	$341	$331	-$10	2026-10-30
Spurstone Advisory Services, LLC	UNCHANGED	2	2	0	0%	$97	$94	-$3	2026-11-02
Ocean Park Asset Management, LLC	CLOSED	0	63,286	-63,286	-100%	$3.1M	$0	-$3.1M	2026-10-21
Heck Capital Advisors, LLC	CLOSED	0	12,764	-12,764	-100%	$621.0K	$0	-$621.0K	2026-10-14
Wagner Wealth Management, LLC	CLOSED	0	920	-920	-100%	$44.7K	$0	-$44.7K	2026-10-21
UBS Group AG	N/A	—	1,469,948	-1,469,948	-100%	$71.5M	—	—	—
AE Wealth Management LLC	N/A	—	575,306	-575,306	-100%	$28.0M	—	—	—
Prudential PLC	N/A	—	427,295	-427,295	-100%	$20.8M	—	—	—
LPL Financial LLC	N/A	—	426,140	-426,140	-100%	$20.7M	—	—	—
Syon Capital LLC	N/A	—	411,146	-411,146	-100%	$20.0M	—	—	—
Hancock Whitney Corp	N/A	—	280,554	-280,554	-100%	$13.6M	—	—	—
Morgan Stanley	N/A	—	271,168	-271,168	-100%	$13.2M	—	—	—
Prepared Retirement Institute LLC	N/A	—	261,927	-261,927	-100%	$12.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	226,208	-226,208	-100%	$11.0M	—	—	—
Wells Fargo & Company	N/A	—	189,251	-189,251	-100%	$9.2M	—	—	—
Cetera Investment Advisers	N/A	—	163,077	-163,077	-100%	$7.9M	—	—	—
Bank of America Corp	N/A	—	153,445	-153,445	-100%	$7.5M	—	—	—
Raymond James Financial Inc	N/A	—	137,709	-137,709	-100%	$6.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	120,322	-120,322	-100%	$5.9M	—	—	—
Ameriprise Financial Inc	N/A	—	89,253	-89,253	-100%	$4.3M	—	—	—
Pathstone Holdings, LLC	N/A	—	62,228	-62,228	-100%	$3.0M	—	—	—
Franklin Resources Inc	N/A	—	57,370	-57,370	-100%	$2.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	48,362	-48,362	-100%	$2.4M	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	44,099	-44,099	-100%	$2.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	40,041	-40,041	-100%	$2.0M	—	—	—
Jane Street Group, LLC	N/A	—	38,800	-38,800	-100%	$1.9M	—	—	—
Citadel Advisors LLC	N/A	—	37,816	-37,816	-100%	$1.8M	—	—	—
First Trust Advisors LP	N/A	—	28,764	-28,764	-100%	$1.4M	—	—	—
Palogic Value Management, L.P.	N/A	—	26,503	-26,503	-100%	$1.3M	—	—	—
Veridan Wealth LLC	N/A	—	22,000	-22,000	-100%	$1.1M	—	—	—
Guggenheim Capital LLC	N/A	—	18,711	-18,711	-100%	$910.3K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	17,561	-17,561	-100%	$854.3K	—	—	—
Hyundai Investments Co., Ltd.	N/A	—	15,694	-15,694	-100%	$764.7K	—	—	—
&partners	N/A	—	14,697	-14,697	-100%	$715.0K	—	—	—
Advisory Alpha, LLC	N/A	—	14,209	-14,209	-100%	$691.3K	—	—	—
Cogent Private Wealth, Inc.	N/A	—	14,152	-14,152	-100%	$688.5K	—	—	—
HRT Financial LP	N/A	—	8,164	-8,164	-100%	$397.0K	—	—	—
Flow Traders U.S. LLC	N/A	—	6,257	-6,257	-100%	$304.0K	—	—	—
Royal Bank of Canada	N/A	—	5,115	-5,115	-100%	$249.0K	—	—	—
JPMorgan Chase & Co	N/A	—	2,371	-2,371	-100%	$115.5K	—	—	—
ST Germain D J Co Inc	N/A	—	1,613	-1,613	-100%	$78.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,606	-1,606	-100%	$78.2K	—	—	—
FMR LLC	N/A	—	1,593	-1,593	-100%	$77.5K	—	—	—
Tiaa Trust, National Association	N/A	—	1,431	-1,431	-100%	$69.6K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	993	-993	-100%	$48.3K	—	—	—
Rogco, LP	N/A	—	889	-889	-100%	$43.3K	—	—	—
Capital Analysts, LLC	N/A	—	677	-677	-100%	$33.0K	—	—	—
National Bank of Canada	N/A	—	441	-441	-100%	$21.5K	—	—	—
Bogart Wealth, LLC	N/A	—	306	-306	-100%	$14.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	267	-267	-100%	$13.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	227	-227	-100%	$11.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	68	-68	-100%	$3.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	46	-46	-100%	$2.2K	—	—	—
Arax Advisory Partners	N/A	—	13	-13	-100%	$633	—	—	—
Fiduciary Financial Advisors	N/A	—	5	-5	-100%	$222	—	—	—

Showing 99 of 99 institutions