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Ishares Bloomberg Roll Selec (CMDY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TD Waterhouse Canada Inc.
INCREASED
Shares1,646,477 from 1,433,635
Change+212,842 (+15%)
Value$98.2M (+$19.4M)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares209,750 from 61,200
Change+148,550 (+243%)
Value$13.3M (+$10.0M)
Filed 2026-10-16
Heck Capital Advisors, LLC
DECREASED
Shares201,338 from 407,139
Change-205,801 (-51%)
Value$12.8M (-$9.7M)
Filed 2026-10-14
Disciplina Capital Management LLC
DECREASED
Shares181,760 from 200,154
Change-18,394 (-9%)
Value$11.6M (+$509.1K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares132,119 from 156,096
Change-23,977 (-15%)
Value$8.4M (-$215.8K)
Filed 2026-11-06
Horizons Wealth Management
NEW
Shares89,945
Change+89,945
Value$5.7M
Filed 2026-10-05
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares77,060
Change+77,060
Value$4.9M
Filed 2026-10-29
Wesbanco Bank Inc
DECREASED
Shares72,340 from 137,186
Change-64,846 (-47%)
Value$4.6M (-$3.0M)
Filed 2026-11-04
Trek Financial, LLC
NEW
Shares67,517
Change+67,517
Value$4.3M
Filed 2026-10-29
FDx Advisors, Inc.
DECREASED
Shares65,507 from 70,022
Change-4,515 (-6%)
Value$4.2M (+$301.0K)
Filed 2026-11-05
Procyon Advisors, LLC
NEW
Shares55,411
Change+55,411
Value$3.5M
Filed 2026-10-21
Little House Capital LLC
INCREASED
Shares40,905 from 17,755
Change+23,150 (+130%)
Value$2.6M (+$1.6M)
Filed 2026-11-06
SteelPeak Wealth, LLC
DECREASED
Shares28,475 from 28,480
Change-5 (0%)
Value$1.8M (+$238.6K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares20,746 from 20,746
Change0 (0%)
Value$1.3M (+$174.1K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,533 from 18,480
Change-1,947 (-11%)
Value$1.1K (-$1.0M)
Filed 2026-11-02
Lake Street Private Wealth, LLC
INCREASED
Shares14,664 from 14,663
Change+1 (+0%)
Value$932.9K (+$123.0K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED
Shares11,649 from 13,256
Change-1,607 (-12%)
Value$741.1K (+$9.0K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares8,937 from 8,581
Change+356 (+4%)
Value$568.6K (+$94.6K)
Filed 2026-10-21
Pullen Investment Management, LLC
INCREASED
Shares8,254 from 8,114
Change+140 (+2%)
Value$525.1K (+$77.0K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares8,252 from 5,414
Change+2,838 (+52%)
Value$525.0K (+$226.0K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares6,265 from 6,187
Change+78 (+1%)
Value$398.6K (+$56.9K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares6,249 from 13,853
Change-7,604 (-55%)
Value$397.6K (-$367.5K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares4,937 from 5,124
Change-187 (-4%)
Value$314.1K (+$31.1K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares4,789 from 1,947
Change+2,842 (+146%)
Value$304.7K (+$197.2K)
Filed 2026-11-03
Savant Capital, LLC
NEW
Shares4,450
Change+4,450
Value$283.1K
Filed 2026-11-06
Kestra Advisory Services, LLC
NEW
Shares4,361
Change+4,361
Value$277.4K
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares4,052 from 4,314
Change-262 (-6%)
Value$257.8K (+$19.5K)
Filed 2026-10-15
Essential Partners LLC
UNCHANGED
Shares2,199 from 2,199
Change0 (0%)
Value$139.9K (+$18.5K)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares1,538
Change+1,538
Value$97.8K
Filed 2026-11-05
10Elms LLP
DECREASED
Shares1,520 from 2,020
Change-500 (-25%)
Value$96.7K (-$14.9K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares988 from 1,921
Change-933 (-49%)
Value$62.9K (-$43.2K)
Filed 2026-10-16
Kingdom Financial Group Llc.
NEW
Shares699
Change+699
Value$44.5K
Filed 2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$21.8K (+$2.9K)
Filed 2026-10-23
Fifth Third Bancorp
NEW
Shares335
Change+335
Value$21.3K
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$18.7K (+$2.5K)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$15.2K (+$2.0K)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
NEW
Shares184
Change+184
Value$11.7K
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares165 from 28
Change+137 (+489%)
Value$10.5K (+$9.0K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$9.7K (+$1.3K)
Filed 2026-10-30
Key Capital Management, Inc
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$7.1K (+$931)
Filed 2026-11-03
Montgomery Financial Services LLC
NEW
Shares100
Change+100
Value$6.4K
Filed 2026-11-03
Evolution Wealth Management Inc.
NEW
Shares66
Change+66
Value$4.2K
Filed 2026-10-28
Lloyd Advisory Services, Llc.
NEW
Shares40
Change+40
Value$2.5K
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares35
Change+35
Value$2.2K
Filed 2026-10-21
Quaker Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$128 (+$17)
Filed 2026-10-22
Mather Group, Llc.
CLOSED
Shares0 from 1,718
Change-1,718 (-100%)
Value$0 (-$94.9K)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 961
Change-961 (-100%)
Value$0 (-$53.1K)
Filed 2026-10-23
Groesbeck Investment Management Corp
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$50)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$38.7K)
Filed 2026-10-13
NBH Bank
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-28
Nvwm, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$221)
Filed 2026-10-14
Ameriprise Financial Inc
N/A
Shares— from 856,123
Change-856,123 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 411,442
Change-411,442 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 284,185
Change-284,185 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 270,142
Change-270,142 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 211,943
Change-211,943 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 173,084
Change-173,084 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 134,645
Change-134,645 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 126,351
Change-126,351 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 98,138
Change-98,138 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 95,905
Change-95,905 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 41,576
Change-41,576 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 27,472
Change-27,472 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 21,499
Change-21,499 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 18,621
Change-18,621 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,990
Change-17,990 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,548
Change-15,548 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,230
Change-11,230 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 11,230
Change-11,230 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,579
Change-6,579 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,441
Change-5,441 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 5,174
Change-5,174 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 985
Change-985 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
UBS Group AG
N/A
Shares— from 648
Change-648 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 322
Change-322 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 257
Change-257 (-100%)
Value—
FMR LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 102
Change-102 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 75
Change-75 (-100%)
Value—
Status
TD Waterhouse Canada Inc.
INCREASED1,646,4771,433,635+212,842+15%$78.9M$98.2M+$19.4M2026-10-16
Vontobel Holding Ltd.
INCREASED209,75061,200+148,550+243%$3.4M$13.3M+$10.0M2026-10-16
Heck Capital Advisors, LLC
DECREASED201,338407,139-205,801-51%$22.5M$12.8M-$9.7M2026-10-14
Disciplina Capital Management LLC
DECREASED181,760200,154-18,394-9%$11.1M$11.6M+$509.1K2026-11-06
LPL Financial LLC
DECREASED132,119156,096-23,977-15%$8.6M$8.4M-$215.8K2026-11-06
Horizons Wealth Management
NEW89,945—+89,945——$5.7M—2026-10-05
Bank Julius Baer & Co. Ltd, Zurich
NEW77,060—+77,060——$4.9M—2026-10-29
Wesbanco Bank Inc
DECREASED72,340137,186-64,846-47%$7.6M$4.6M-$3.0M2026-11-04
Trek Financial, LLC
NEW67,517—+67,517——$4.3M—2026-10-29
FDx Advisors, Inc.
DECREASED65,50770,022-4,515-6%$3.9M$4.2M+$301.0K2026-11-05
Procyon Advisors, LLC
NEW55,411—+55,411——$3.5M—2026-10-21
Little House Capital LLC
INCREASED40,90517,755+23,150+130%$980.6K$2.6M+$1.6M2026-11-06
SteelPeak Wealth, LLC
DECREASED28,47528,480-50%$1.6M$1.8M+$238.6K2026-10-16
OpenArc Corporate Advisory, LLC
UNCHANGED20,74620,74600%$1.1M$1.3M+$174.1K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED16,53318,480-1,947-11%$1.0M$1.1K-$1.0M2026-11-02
Lake Street Private Wealth, LLC
INCREASED14,66414,663+1+0%$809.9K$932.9K+$123.0K2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED11,64913,256-1,607-12%$732.1K$741.1K+$9.0K2026-10-19
Fifth Third Securities, Inc.
INCREASED8,9378,581+356+4%$473.9K$568.6K+$94.6K2026-10-21
Pullen Investment Management, LLC
INCREASED8,2548,114+140+2%$448.2K$525.1K+$77.0K2026-10-23
Creative Planning
INCREASED8,2525,414+2,838+52%$299.0K$525.0K+$226.0K2026-11-02
Valmark Advisers, Inc.
INCREASED6,2656,187+78+1%$341.7K$398.6K+$56.9K2026-11-06
Truist Financial Corp
DECREASED6,24913,853-7,604-55%$765.1K$397.6K-$367.5K2026-10-30
Commonwealth Equity Services, LLC
DECREASED4,9375,124-187-4%$283.0K$314.1K+$31.1K2026-11-02
Parallel Advisors, LLC
INCREASED4,7891,947+2,842+146%$107.5K$304.7K+$197.2K2026-11-03
Savant Capital, LLC
NEW4,450—+4,450——$283.1K—2026-11-06
Kestra Advisory Services, LLC
NEW4,361—+4,361——$277.4K—2026-11-02
Atria Investments, Inc
DECREASED4,0524,314-262-6%$238.3K$257.8K+$19.5K2026-10-15
Essential Partners LLC
UNCHANGED2,1992,19900%$121.5K$139.9K+$18.5K2026-10-14
Rossby Financial, LCC
NEW1,538—+1,538——$97.8K—2026-11-05
10Elms LLP
DECREASED1,5202,020-500-25%$111.6K$96.7K-$14.9K2026-11-06
IFP Advisors, Inc
DECREASED9881,921-933-49%$106.1K$62.9K-$43.2K2026-10-16
Kingdom Financial Group Llc.
NEW699—+699——$44.5K—2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED34234200%$18.9K$21.8K+$2.9K2026-10-23
Fifth Third Bancorp
NEW335—+335——$21.3K—2026-11-05
US Bancorp \de\
UNCHANGED29429400%$16.2K$18.7K+$2.5K2026-11-05
CoreCap Advisors, LLC
UNCHANGED23923900%$13.2K$15.2K+$2.0K2026-10-08
Silver Grove Financial Group, Inc.
NEW184—+184——$11.7K—2026-11-05
Simplex Trading, LLC
INCREASED16528+137+489%$1.5K$10.5K+$9.0K2026-11-04
Spire Wealth Management
UNCHANGED15315300%$8.5K$9.7K+$1.3K2026-10-30
Key Capital Management, Inc
UNCHANGED11111100%$6.1K$7.1K+$9312026-11-03
Montgomery Financial Services LLC
NEW100—+100——$6.4K—2026-11-03
Evolution Wealth Management Inc.
NEW66—+66——$4.2K—2026-10-28
Lloyd Advisory Services, Llc.
NEW40—+40——$2.5K—2026-11-02
Root Financial Partners, LLC
NEW35—+35——$2.2K—2026-10-21
Quaker Wealth Management, LLC
UNCHANGED2200%$111$128+$172026-10-22
Mather Group, Llc.
CLOSED01,718-1,718-100%$94.9K$0-$94.9K2026-10-14
Stone House Investment Management, LLC
CLOSED0961-961-100%$53.1K$0-$53.1K2026-10-23
Groesbeck Investment Management Corp
CLOSED0910-910-100%$50$0-$502026-10-26
Salem Investment Counselors Inc
CLOSED0700-700-100%$38.7K$0-$38.7K2026-10-13
NBH Bank
CLOSED0150-150-100%$8.3K$0-$8.3K2026-11-05
Financial Network Wealth Advisors LLC
CLOSED031-31-100%$1.7K$0-$1.7K2026-10-28
Nvwm, LLC
CLOSED04-4-100%$221$0-$2212026-10-14
Ameriprise Financial Inc
N/A—856,123-856,123-100%$47.3M———
Envestnet Asset Management Inc
N/A—411,442-411,442-100%$22.7M———
First Foundation Advisors
N/A—284,185-284,185-100%$15.7M———
Principal Securities, Inc.
N/A—270,142-270,142-100%$14.9M———
Bank of America Corp
N/A—211,943-211,943-100%$11.7M———
Osaic Holdings, Inc.
N/A—173,084-173,084-100%$9.6M———
Proficio Capital Partners LLC
N/A—134,645-134,645-100%$7.4M———
JPMorgan Chase & Co
N/A—126,351-126,351-100%$6.9M———
Alaska Wealth Advisors, LLC
N/A—98,138-98,138-100%$5.4M———
Raymond James Financial Inc
N/A—95,905-95,905-100%$5.3M———
Cetera Investment Advisers
N/A—41,576-41,576-100%$2.3M———
Kingsview Wealth Management, LLC
N/A—27,472-27,472-100%$1.5M———
Silver OAK Securities, Incorporated
N/A—21,499-21,499-100%$1.2M———
Cohen & Steers, Inc.
N/A—18,621-18,621-100%$1.0M———
Jane Street Group, LLC
N/A—17,990-17,990-100%$993.6K———
Susquehanna International Group, LLP
N/A—15,548-15,548-100%$858.7K———
National Philanthropic Trust
N/A—11,230-11,230-100%$620.2K———
Hollencrest Capital Management
N/A—11,230-11,230-100%$620.2K———
MML Investors Services, LLC
N/A—10,766-10,766-100%$594.6K———
Columbia River Financial Group, LLC
N/A—7,816-7,816-100%$431.0K———
Focus Partners Wealth
N/A—6,579-6,579-100%$363.4K———
Orion Porfolio Solutions, LLC
N/A—5,832-5,832-100%$322.1K———
Flow Traders U.S. LLC
N/A—5,562-5,562-100%$307.0K———
HighTower Advisors, LLC
N/A—5,441-5,441-100%$300.5K———
Noble Wealth Partners LLC
N/A—5,174-5,174-100%$285.7K———
Seaside Wealth Management, Inc.
N/A—4,910-4,910-100%$271.2K———
Faithward Advisors, LLC
N/A—3,823-3,823-100%$211.1K———
Manning & Napier Advisors LLC
N/A—3,315-3,315-100%$183.1K———
Advisors Preferred, LLC
N/A—2,224-2,224-100%$122.6K———
Rockefeller Capital Management L.P.
N/A—1,449-1,449-100%$80.1K———
PlanVest Financial, Inc
N/A—1,299-1,299-100%$71.7K———
Jones Financial Companies Lllp
N/A—985-985-100%$54.2K———
NewEdge Advisors, LLC
N/A—659-659-100%$36.4K———
UBS Group AG
N/A—648-648-100%$35.8K———
Harbour Investments, Inc.
N/A—322-322-100%$17.8K———
Bravera Wealth
N/A—257-257-100%$14.2K———
FMR LLC
N/A—249-249-100%$13.8K———
Royal Bank of Canada
N/A—102-102-100%$6.0K———
Smartleaf Asset Management LLC
N/A—84-84-100%$4.6K———
Copia Wealth Management
N/A—75-75-100%$4.1K———
Showing 92 of 92 institutions