Ishares INT Rate Hedg HY ETF (HYGH)

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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ARS Wealth Advisors Group, LLC

INCREASED

Shares575,111 from 359,403

Change+215,708 (+60%)

Value$49.2M (+$18.1M)

Filed 2026-10-16

LPL Financial LLC

INCREASED

Shares450,288 from 342,515

Change+107,773 (+31%)

Value$38.6M (+$8.9M)

Filed 2026-11-06

MinichMacGregor Wealth Management, LLC

INCREASED

Shares162,535 from 155,950

Change+6,585 (+4%)

Value$13.9M (+$411.1K)

Filed 2026-10-14

Matauro, LLC

INCREASED

Shares149,082 from 105,723

Change+43,359 (+41%)

Value$12.8M (+$3.6M)

Filed 2026-11-03

Rooted Wealth Advisors, Inc.

UNCHANGED

Shares99,664 from 99,664

Change0 (0%)

Value$8.6M ($0)

Filed 2026-11-03

AdvisorNet Financial, Inc

INCREASED

Shares94,598 from 89,782

Change+4,816 (+5%)

Value$8.0M (+$250.6K)

Filed 2026-10-15

Blue Capital, Inc.

INCREASED

Shares89,549 from 55,248

Change+34,301 (+62%)

Value$7.7M (+$2.9M)

Filed 2026-10-13

Sowell Financial Services LLC

INCREASED

Shares70,260 from 54,724

Change+15,536 (+28%)

Value$6.0M (+$1.3M)

Filed 2026-10-23

Sound Income Strategies, LLC

DECREASED

Shares65,983 from 66,922

Change-939 (-1%)

Value$5.6M (-$173.4K)

Filed 2026-10-09

Diversify Advisory Services, LLC

INCREASED

Shares58,351 from 24,708

Change+33,643 (+136%)

Value$5.0M (+$2.8M)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares58,351 from 24,708

Change+33,643 (+136%)

Value$5.0M (+$2.8M)

Filed 2026-10-20

Live Oak Investment Partners

INCREASED

Shares55,834 from 55,287

Change+547 (+1%)

Value$4.8M (-$7.3K)

Filed 2026-10-23

Capital Asset Advisory Services LLC

DECREASED

Shares54,891 from 57,447

Change-2,556 (-4%)

Value$4.6M (-$328.4K)

Filed 2026-10-30

Nations Financial Group Inc,

INCREASED

Shares46,125 from 38,870

Change+7,255 (+19%)

Value$3.9M (+$583.2K)

Filed 2026-11-05

Focus Financial Network, Inc.

INCREASED

Shares37,957 from 36,996

Change+961 (+3%)

Value$3.3M (+$46.1K)

Filed 2026-10-14

Founders Financial Securities LLC

INCREASED

Shares35,145 from 29,308

Change+5,837 (+20%)

Value$3.0M (+$471.1K)

Filed 2026-10-28

AXS Investments LLC

INCREASED

Shares28,938 from 19,865

Change+9,073 (+46%)

Value$2.5M (+$757.5K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares25,866 from 11,061

Change+14,805 (+134%)

Value$2.2K (-$955.8K)

Filed 2026-11-02

Park Avenue Securities LLC

INCREASED

Shares22,238 from 19,482

Change+2,756 (+14%)

Value$1.9K (-$1.7M)

Filed 2026-10-26

Ibex Wealth Advisors

INCREASED

Shares17,079 from 16,708

Change+371 (+2%)

Value$1.5M (+$15.4K)

Filed 2026-11-06

Apella Capital, LLC

DECREASED

Shares16,450 from 18,290

Change-1,840 (-10%)

Value$1.4M (-$178.5K)

Filed 2026-10-08

Sheets Smith Wealth Management

UNCHANGED

Shares12,916 from 12,916

Change0 (0%)

Value$1.1M (-$12.7K)

Filed 2026-10-16

Trademark Financial Management, LLC

INCREASED

Shares12,096 from 10,526

Change+1,570 (+15%)

Value$1.0M (+$124.1K)

Filed 2026-10-23

New Wave Wealth Advisors LLC

INCREASED

Shares12,019 from 11,460

Change+559 (+5%)

Value$1.0M (+$31.9K)

Filed 2026-10-19

HBW Advisory Services LLC

DECREASED

Shares11,220 from 11,637

Change-417 (-4%)

Value$960.8K (-$47.1K)

Filed 2026-10-15

United Advisor Group, LLC

DECREASED

Shares8,443 from 10,870

Change-2,427 (-22%)

Value$723.0K (-$218.4K)

Filed 2026-11-03

Brookstone Capital Management

INCREASED

Shares8,277 from 6,976

Change+1,301 (+19%)

Value$708.7K (+$104.5K)

Filed 2026-10-22

J.W. Cole Advisors, Inc.

INCREASED

Shares6,519 from 2,316

Change+4,203 (+181%)

Value$558.3K (+$357.7K)

Filed 2026-11-05

Ascentis Independent Advisors

NEW

Shares6,500

Change+6,500

Value$556.6K

Filed 2026-11-03

Perigon Wealth Management, LLC

UNCHANGED

Shares6,200 from 6,200

Change0 (0%)

Value$530.9K (-$6.1K)

Filed 2026-10-22

Capital Square, LLC

INCREASED

Shares6,152 from 4,829

Change+1,323 (+27%)

Value$526.8K (+$109.3K)

Filed 2026-10-19

IFP Advisors, Inc

DECREASED

Shares5,966 from 8,103

Change-2,137 (-26%)

Value$510.9K (-$190.9K)

Filed 2026-10-16

PFG Advisors

INCREASED

Shares5,564 from 5,557

Change+7 (+0%)

Value$476.4K (-$4.8K)

Filed 2026-10-16

Mather Group, Llc.

INCREASED

Shares5,113 from 5,065

Change+48 (+1%)

Value$437.8K (-$854)

Filed 2026-10-14

Smithbridge Asset Management Inc

UNCHANGED

Shares3,849 from 3,849

Change0 (0%)

Value$329.6K (-$3.8K)

Filed 2026-10-19

JBR Co Financial Management Inc

UNCHANGED

Shares3,835 from 3,835

Change0 (0%)

Value$332.8K (+$613)

Filed 2026-10-13

RFG Advisory, LLC

NEW

Shares3,430

Change+3,430

Value$293.7K

Filed 2026-11-03

Acute Investment Advisory, LLC

DECREASED

Shares3,049 from 3,127

Change-78 (-2%)

Value$261.1K (-$9.7K)

Filed 2026-10-16

Sigma Planning Corp

DECREASED

Shares2,856 from 3,191

Change-335 (-10%)

Value$244.6K (-$31.8K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares2,639 from 2,409

Change+230 (+10%)

Value$226.0K (+$17.3K)

Filed 2026-11-02

Provident Living Financial Services, Inc.

NEW

Shares2,480

Change+2,480

Value$210.3K

Filed 2026-11-03

OxenFree Capital LLC

NEW

Shares2,439

Change+2,439

Value$208.5K

Filed 2026-10-07

Guardian Partners Inc.

UNCHANGED

Shares1,483 from 1,483

Change0 (0%)

Value$127.0K (-$1.5K)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares1,125 from 1,125

Change0 (0%)

Value$96.3K (-$1.1K)

Filed 2026-11-05

Golden State Wealth Management, LLC

DECREASED

Shares471 from 886

Change-415 (-47%)

Value$40.4K (-$36.4K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares417 from 416

Change+1 (+0%)

Value$35.7K (-$327)

Filed 2026-10-08

Lanark Financial, Inc.

INCREASED

Shares324 from 318

Change+6 (+2%)

Value$27.7K (+$123)

Filed 2026-10-26

Highline Wealth Partners LLC

UNCHANGED

Shares305 from 305

Change0 (0%)

Value$26.1K (-$299)

Filed 2026-10-19

Latitude Advisors, LLC

NEW

Shares256

Change+256

Value$21.9K

Filed 2026-10-27

Fortitude Family Office, LLC

UNCHANGED

Shares248 from 248

Change0 (0%)

Value$21.2K (-$243)

Filed 2026-10-14

Private Trust Co NA

UNCHANGED

Shares243 from 243

Change0 (0%)

Value$20.8K (-$238)

Filed 2026-10-20

Princeton Global Asset Management LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$19.3K (-$220)

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares216

Change+216

Value$18.5K

Filed 2026-10-30

Planning Strategies Inc.

UNCHANGED

Shares133 from 133

Change0 (0%)

Value$11.4K (-$130)

Filed 2026-10-02

Heritage Family Offices, LLP

NEW

Shares127

Change+127

Value$10.9K

Filed 2026-11-02

Financial Consulate, Inc

NEW

Shares121

Change+121

Value$10.4K

Filed 2026-10-23

Key Capital Management, Inc

DECREASED

Shares78 from 124

Change-46 (-37%)

Value$6.7K (-$4.1K)

Filed 2026-11-03

First Command Advisory Services, Inc.

NEW

Shares43

Change+43

Value$3.7K

Filed 2026-11-05

Signature Equity Partners, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.2K (-$6)

Filed 2026-10-29

Assetmark, Inc

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$599 (-$7)

Filed 2026-10-21

Brown, Lisle Ings, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$428 (-$5)

Filed 2026-10-16

Russell Investments Group, Ltd.

NEW

Shares2

Change+2

Value$171

Filed 2026-11-06

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 57,447

Change-57,447 (-100%)

Value$0 (-$5.0M)

Filed 2026-10-21

Strategic Blueprint, LLC

CLOSED

Shares0 from 2,899

Change-2,899 (-100%)

Value$0 (-$251.1K)

Filed 2026-10-22

Eagle Strategies LLC

CLOSED

Shares0 from 2,315

Change-2,315 (-100%)

Value$0 (-$200.5K)

Filed 2026-10-16

Bangor Savings Bank

CLOSED

Shares0 from 199

Change-199 (-100%)

Value$0 (-$17.2K)

Filed 2026-10-06

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$2.4K)

Filed 2026-10-30

Cornerstone Planning Group LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$606)

Filed 2026-10-16

UBS Group AG

N/A

Shares— from 142,205

Change-142,205 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 103,948

Change-103,948 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 100,447

Change-100,447 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 100,087

Change-100,087 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 80,627

Change-80,627 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 64,015

Change-64,015 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 51,715

Change-51,715 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 50,770

Change-50,770 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 47,790

Change-47,790 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 32,978

Change-32,978 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 31,288

Change-31,288 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 31,246

Change-31,246 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 28,182

Change-28,182 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 26,930

Change-26,930 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,745

Change-17,745 (-100%)

Value—

Strait & Sound Wealth Management LLC

N/A

Shares— from 16,091

Change-16,091 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 14,598

Change-14,598 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 12,419

Change-12,419 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 11,072

Change-11,072 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 9,443

Change-9,443 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,774

Change-8,774 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,421

Change-8,421 (-100%)

Value—

Van Diest Capital, LLC

N/A

Shares— from 7,842

Change-7,842 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 6,634

Change-6,634 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 6,345

Change-6,345 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 5,550

Change-5,550 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 5,145

Change-5,145 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,128

Change-5,128 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,624

Change-4,624 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 4,514

Change-4,514 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,010

Change-4,010 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 4,004

Change-4,004 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,760

Change-3,760 (-100%)

Value—

Greenline Wealth Management LLC

N/A

Shares— from 3,059

Change-3,059 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,778

Change-2,778 (-100%)

Value—

Trustmark Bank Trust Department

N/A

Shares— from 2,700

Change-2,700 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 2,160

Change-2,160 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,933

Change-1,933 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,623

Change-1,623 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 609

Change-609 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 383

Change-383 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 317

Change-317 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 300

Change-300 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 290

Change-290 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 130

Change-130 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
ARS Wealth Advisors Group, LLC	INCREASED	575,111	359,403	+215,708	+60%	$31.1M	$49.2M	+$18.1M	2026-10-16
LPL Financial LLC	INCREASED	450,288	342,515	+107,773	+31%	$29.7M	$38.6M	+$8.9M	2026-11-06
MinichMacGregor Wealth Management, LLC	INCREASED	162,535	155,950	+6,585	+4%	$13.5M	$13.9M	+$411.1K	2026-10-14
Matauro, LLC	INCREASED	149,082	105,723	+43,359	+41%	$9.2M	$12.8M	+$3.6M	2026-11-03
Rooted Wealth Advisors, Inc.	UNCHANGED	99,664	99,664	0	0%	$8.6M	$8.6M	$0	2026-11-03
AdvisorNet Financial, Inc	INCREASED	94,598	89,782	+4,816	+5%	$7.8M	$8.0M	+$250.6K	2026-10-15
Blue Capital, Inc.	INCREASED	89,549	55,248	+34,301	+62%	$4.8M	$7.7M	+$2.9M	2026-10-13
Sowell Financial Services LLC	INCREASED	70,260	54,724	+15,536	+28%	$4.7M	$6.0M	+$1.3M	2026-10-23
Sound Income Strategies, LLC	DECREASED	65,983	66,922	-939	-1%	$5.8M	$5.6M	-$173.4K	2026-10-09
Diversify Advisory Services, LLC	INCREASED	58,351	24,708	+33,643	+136%	$2.1M	$5.0M	+$2.8M	2026-10-20
Diversify Wealth Management, LLC	INCREASED	58,351	24,708	+33,643	+136%	$2.1M	$5.0M	+$2.8M	2026-10-20
Live Oak Investment Partners	INCREASED	55,834	55,287	+547	+1%	$4.8M	$4.8M	-$7.3K	2026-10-23
Capital Asset Advisory Services LLC	DECREASED	54,891	57,447	-2,556	-4%	$5.0M	$4.6M	-$328.4K	2026-10-30
Nations Financial Group Inc,	INCREASED	46,125	38,870	+7,255	+19%	$3.4M	$3.9M	+$583.2K	2026-11-05
Focus Financial Network, Inc.	INCREASED	37,957	36,996	+961	+3%	$3.2M	$3.3M	+$46.1K	2026-10-14
Founders Financial Securities LLC	INCREASED	35,145	29,308	+5,837	+20%	$2.5M	$3.0M	+$471.1K	2026-10-28
AXS Investments LLC	INCREASED	28,938	19,865	+9,073	+46%	$1.7M	$2.5M	+$757.5K	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	25,866	11,061	+14,805	+134%	$958.0K	$2.2K	-$955.8K	2026-11-02
Park Avenue Securities LLC	INCREASED	22,238	19,482	+2,756	+14%	$1.7M	$1.9K	-$1.7M	2026-10-26
Ibex Wealth Advisors	INCREASED	17,079	16,708	+371	+2%	$1.4M	$1.5M	+$15.4K	2026-11-06
Apella Capital, LLC	DECREASED	16,450	18,290	-1,840	-10%	$1.6M	$1.4M	-$178.5K	2026-10-08
Sheets Smith Wealth Management	UNCHANGED	12,916	12,916	0	0%	$1.1M	$1.1M	-$12.7K	2026-10-16
Trademark Financial Management, LLC	INCREASED	12,096	10,526	+1,570	+15%	$911.7K	$1.0M	+$124.1K	2026-10-23
New Wave Wealth Advisors LLC	INCREASED	12,019	11,460	+559	+5%	$992.6K	$1.0M	+$31.9K	2026-10-19
HBW Advisory Services LLC	DECREASED	11,220	11,637	-417	-4%	$1.0M	$960.8K	-$47.1K	2026-10-15
United Advisor Group, LLC	DECREASED	8,443	10,870	-2,427	-22%	$941.4K	$723.0K	-$218.4K	2026-11-03
Brookstone Capital Management	INCREASED	8,277	6,976	+1,301	+19%	$604.2K	$708.7K	+$104.5K	2026-10-22
J.W. Cole Advisors, Inc.	INCREASED	6,519	2,316	+4,203	+181%	$200.6K	$558.3K	+$357.7K	2026-11-05
Ascentis Independent Advisors	NEW	6,500	—	+6,500	—	—	$556.6K	—	2026-11-03
Perigon Wealth Management, LLC	UNCHANGED	6,200	6,200	0	0%	$537.0K	$530.9K	-$6.1K	2026-10-22
Capital Square, LLC	INCREASED	6,152	4,829	+1,323	+27%	$417.5K	$526.8K	+$109.3K	2026-10-19
IFP Advisors, Inc	DECREASED	5,966	8,103	-2,137	-26%	$701.8K	$510.9K	-$190.9K	2026-10-16
PFG Advisors	INCREASED	5,564	5,557	+7	+0%	$481.3K	$476.4K	-$4.8K	2026-10-16
Mather Group, Llc.	INCREASED	5,113	5,065	+48	+1%	$438.7K	$437.8K	-$854	2026-10-14
Smithbridge Asset Management Inc	UNCHANGED	3,849	3,849	0	0%	$333.4K	$329.6K	-$3.8K	2026-10-19
JBR Co Financial Management Inc	UNCHANGED	3,835	3,835	0	0%	$332.1K	$332.8K	+$613	2026-10-13
RFG Advisory, LLC	NEW	3,430	—	+3,430	—	—	$293.7K	—	2026-11-03
Acute Investment Advisory, LLC	DECREASED	3,049	3,127	-78	-2%	$270.8K	$261.1K	-$9.7K	2026-10-16
Sigma Planning Corp	DECREASED	2,856	3,191	-335	-10%	$276.4K	$244.6K	-$31.8K	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	2,639	2,409	+230	+10%	$208.6K	$226.0K	+$17.3K	2026-11-02
Provident Living Financial Services, Inc.	NEW	2,480	—	+2,480	—	—	$210.3K	—	2026-11-03
OxenFree Capital LLC	NEW	2,439	—	+2,439	—	—	$208.5K	—	2026-10-07
Guardian Partners Inc.	UNCHANGED	1,483	1,483	0	0%	$128.4K	$127.0K	-$1.5K	2026-10-21
US Bancorp \de\	UNCHANGED	1,125	1,125	0	0%	$97.4K	$96.3K	-$1.1K	2026-11-05
Golden State Wealth Management, LLC	DECREASED	471	886	-415	-47%	$76.8K	$40.4K	-$36.4K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	417	416	+1	+0%	$36.1K	$35.7K	-$327	2026-10-08
Lanark Financial, Inc.	INCREASED	324	318	+6	+2%	$27.6K	$27.7K	+$123	2026-10-26
Highline Wealth Partners LLC	UNCHANGED	305	305	0	0%	$26.4K	$26.1K	-$299	2026-10-19
Latitude Advisors, LLC	NEW	256	—	+256	—	—	$21.9K	—	2026-10-27
Fortitude Family Office, LLC	UNCHANGED	248	248	0	0%	$21.5K	$21.2K	-$243	2026-10-14
Private Trust Co NA	UNCHANGED	243	243	0	0%	$21.0K	$20.8K	-$238	2026-10-20
Princeton Global Asset Management LLC	UNCHANGED	225	225	0	0%	$19.5K	$19.3K	-$220	2026-10-21
Provenance Wealth Advisors, LLC	NEW	216	—	+216	—	—	$18.5K	—	2026-10-30
Planning Strategies Inc.	UNCHANGED	133	133	0	0%	$11.5K	$11.4K	-$130	2026-10-02
Heritage Family Offices, LLP	NEW	127	—	+127	—	—	$10.9K	—	2026-11-02
Financial Consulate, Inc	NEW	121	—	+121	—	—	$10.4K	—	2026-10-23
Key Capital Management, Inc	DECREASED	78	124	-46	-37%	$10.7K	$6.7K	-$4.1K	2026-11-03
First Command Advisory Services, Inc.	NEW	43	—	+43	—	—	$3.7K	—	2026-11-05
Signature Equity Partners, LLC	UNCHANGED	13	13	0	0%	$1.2K	$1.2K	-$6	2026-10-29
Assetmark, Inc	UNCHANGED	7	7	0	0%	$606	$599	-$7	2026-10-21
Brown, Lisle Ings, Inc.	UNCHANGED	5	5	0	0%	$433	$428	-$5	2026-10-16
Russell Investments Group, Ltd.	NEW	2	—	+2	—	—	$171	—	2026-11-06
Axxcess Wealth Management, LLC	CLOSED	0	57,447	-57,447	-100%	$5.0M	$0	-$5.0M	2026-10-21
Strategic Blueprint, LLC	CLOSED	0	2,899	-2,899	-100%	$251.1K	$0	-$251.1K	2026-10-22
Eagle Strategies LLC	CLOSED	0	2,315	-2,315	-100%	$200.5K	$0	-$200.5K	2026-10-16
Bangor Savings Bank	CLOSED	0	199	-199	-100%	$17.2K	$0	-$17.2K	2026-10-06
Capital Investment Advisory Services, LLC	CLOSED	0	28	-28	-100%	$2.4K	$0	-$2.4K	2026-10-30
Cornerstone Planning Group LLC	CLOSED	0	7	-7	-100%	$606	$0	-$606	2026-10-16
UBS Group AG	N/A	—	142,205	-142,205	-100%	$12.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	103,948	-103,948	-100%	$9.0M	—	—	—
Goldstone Financial Group, LLC	N/A	—	100,447	-100,447	-100%	$8.7M	—	—	—
Raymond James Financial Inc	N/A	—	100,087	-100,087	-100%	$8.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	80,627	-80,627	-100%	$7.0M	—	—	—
Bank of America Corp	N/A	—	64,015	-64,015	-100%	$5.5M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	51,715	-51,715	-100%	$4.5M	—	—	—
MML Investors Services, LLC	N/A	—	50,770	-50,770	-100%	$4.4M	—	—	—
Kovack Advisors, Inc.	N/A	—	47,790	-47,790	-100%	$4.1M	—	—	—
Inspire Advisors, LLC	N/A	—	32,978	-32,978	-100%	$2.9M	—	—	—
Arax Advisory Partners	N/A	—	31,288	-31,288	-100%	$2.7M	—	—	—
Mason & Associates Inc	N/A	—	31,246	-31,246	-100%	$2.7M	—	—	—
Clark Capital Management Group, Inc.	N/A	—	28,182	-28,182	-100%	$2.4M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	26,930	-26,930	-100%	$2.3M	—	—	—
Cetera Investment Advisers	N/A	—	17,745	-17,745	-100%	$1.5M	—	—	—
Strait & Sound Wealth Management LLC	N/A	—	16,091	-16,091	-100%	$1.4M	—	—	—
Equitable Holdings, Inc.	N/A	—	14,598	-14,598	-100%	$1.3M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	12,419	-12,419	-100%	$1.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	11,072	-11,072	-100%	$959.0K	—	—	—
SHP Wealth Management	N/A	—	9,443	-9,443	-100%	$817.9K	—	—	—
Royal Bank of Canada	N/A	—	8,774	-8,774	-100%	$761.0K	—	—	—
Citadel Advisors LLC	N/A	—	8,421	-8,421	-100%	$729.3K	—	—	—
Van Diest Capital, LLC	N/A	—	7,842	-7,842	-100%	$679.2K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	6,634	-6,634	-100%	$574.6K	—	—	—
Kintra Wealth, LLC	N/A	—	6,345	-6,345	-100%	$549.0K	—	—	—
Principal Securities, Inc.	N/A	—	5,550	-5,550	-100%	$480.7K	—	—	—
Elequin Capital, LP	N/A	—	5,145	-5,145	-100%	$445.6K	—	—	—
FMR LLC	N/A	—	5,128	-5,128	-100%	$444.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,624	-4,624	-100%	$400.5K	—	—	—
Centaurus Financial, Inc.	N/A	—	4,514	-4,514	-100%	$391.0K	—	—	—
HighTower Advisors, LLC	N/A	—	4,010	-4,010	-100%	$347.3K	—	—	—
Regal Investment Advisors LLC	N/A	—	4,004	-4,004	-100%	$346.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,760	-3,760	-100%	$325.7K	—	—	—
Greenline Wealth Management LLC	N/A	—	3,059	-3,059	-100%	$265.0K	—	—	—
BlackRock, Inc.	N/A	—	2,778	-2,778	-100%	$240.6K	—	—	—
Trustmark Bank Trust Department	N/A	—	2,700	-2,700	-100%	$233.8K	—	—	—
Bard Associates Inc	N/A	—	2,160	-2,160	-100%	$187.1K	—	—	—
Morgan Stanley	N/A	—	1,933	-1,933	-100%	$167.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,623	-1,623	-100%	$140.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,250	-1,250	-100%	$108.3K	—	—	—
Capital Analysts, LLC	N/A	—	609	-609	-100%	$53.0K	—	—	—
AE Wealth Management LLC	N/A	—	383	-383	-100%	$33.2K	—	—	—
BFC Planning, Inc.	N/A	—	317	-317	-100%	$27.4K	—	—	—
Bank of Montreal	N/A	—	300	-300	-100%	$26.0K	—	—	—
Harbour Investments, Inc.	N/A	—	290	-290	-100%	$25.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	130	-130	-100%	$11.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	100	-100	-100%	$8.7K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$87	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$21	—	—	—

Showing 117 of 117 institutions