IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares U.S. Tech Independen (IETC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kozak & Associates, Inc.
DECREASED
Shares446,906 from 464,639
Change-17,733 (-4%)
Value$49.3M (+$89.3K)
Filed 2026-10-29
LPL Financial LLC
DECREASED
Shares264,962 from 332,423
Change-67,461 (-20%)
Value$30.2M (-$5.4M)
Filed 2026-11-06
Gradient Investments LLC
DECREASED
Shares223,515 from 858,000
Change-634,485 (-74%)
Value$25.5M (-$66.6M)
Filed 2026-10-08
Hoese & Co LLP
INCREASED
Shares77,940 from 76,759
Change+1,181 (+2%)
Value$8.9M (+$656.8K)
Filed 2026-10-21
Oakwell Private Wealth Management, LLC
INCREASED
Shares38,411 from 35,363
Change+3,048 (+9%)
Value$4.4M (+$588.5K)
Filed 2026-11-06
Sutton Place Investors LLC
INCREASED
Shares28,347 from 28,324
Change+23 (+0%)
Value$3.2M (+$195.2K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,172 from 21,982
Change+2,190 (+10%)
Value$2.8K (-$2.4M)
Filed 2026-11-02
Artesa Financial Group, LLC
INCREASED
Shares19,278 from 19,127
Change+151 (+1%)
Value$2.2M (+$147.5K)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares16,282 from 15,680
Change+602 (+4%)
Value$1.9M (+$175.3K)
Filed 2026-10-23
Shira Ridge Wealth Management
DECREASED
Shares15,460 from 16,228
Change-768 (-5%)
Value$1.8M (+$22.7K)
Filed 2026-10-09
HB Wealth Management, LLC
INCREASED
Shares12,308 from 5,719
Change+6,589 (+115%)
Value$1.4M (+$790.9K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
INCREASED
Shares11,275 from 10,970
Change+305 (+3%)
Value$1.3M (+$109.3K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares10,474 from 12,316
Change-1,842 (-15%)
Value$1.2M (-$126.5K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares10,452 from 10,433
Change+19 (+0%)
Value$1.2M (+$73.1K)
Filed 2026-11-03
Ironwood Financial, llc
UNCHANGED
Shares10,213 from 10,213
Change0 (0%)
Value$1.2M (+$89.7K)
Filed 2026-10-20
KCM Investment Advisors LLC
UNCHANGED
Shares9,636 from 9,636
Change0 (0%)
Value$1.1M (+$65.5K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares9,541 from 10,378
Change-837 (-8%)
Value$1.1M (-$25.0K)
Filed 2026-11-02
Archer Investment Management, LLC
INCREASED
Shares7,699 from 2,176
Change+5,523 (+254%)
Value$878.8K (+$645.2K)
Filed 2026-10-13
Ibex Wealth Advisors
DECREASED
Shares6,863 from 7,380
Change-517 (-7%)
Value$783.4K (-$8.9K)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
INCREASED
Shares5,860 from 5,855
Change+5 (+0%)
Value$668.9K (+$40.4K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares5,156 from 5,133
Change+23 (+0%)
Value$588.6K (+$37.6K)
Filed 2026-11-02
Paladin Wealth, LLC
DECREASED
Shares5,104 from 26,617
Change-21,513 (-81%)
Value$582.7K (-$2.3M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares3,895 from 2,574
Change+1,321 (+51%)
Value$444.7K (+$168.3K)
Filed 2026-11-02
TFB Advisors LLC
UNCHANGED
Shares3,867 from 3,867
Change0 (0%)
Value$441.4K (+$26.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares3,452 from 3,927
Change-475 (-12%)
Value$394.0K (-$27.6K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
DECREASED
Shares3,199 from 3,564
Change-365 (-10%)
Value$365.2K (-$17.4K)
Filed 2026-10-27
Parsons Capital Management Inc
DECREASED
Shares2,553 from 2,963
Change-410 (-14%)
Value$291.5K (-$26.6K)
Filed 2026-10-28
Vise Technologies, Inc.
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$258.9K (+$15.4K)
Filed 2026-10-29
Money Concepts Capital Corp
INCREASED
Shares2,238 from 1,962
Change+276 (+14%)
Value$255.5K (+$44.9K)
Filed 2026-11-06
Soundwatch Capital LLC
INCREASED
Shares2,199 from 2,198
Change+1 (+0%)
Value$256.2K (+$20.2K)
Filed 2026-11-04
Root Financial Partners, LLC
UNCHANGED
Shares2,118 from 2,118
Change0 (0%)
Value$241.7K (+$14.4K)
Filed 2026-10-21
Oppenheimer & Co Inc
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$229.4K (+$13.7K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares2,008 from 1,898
Change+110 (+6%)
Value$229.2K (+$25.5K)
Filed 2026-10-21
Guardian Asset Advisors, LLC
INCREASED
Shares1,957 from 1,899
Change+58 (+3%)
Value$223.6K (+$19.7K)
Filed 2026-10-16
Flagship Capital Management Inc.
NEW
Shares1,860
Change+1,860
Value$212.3K
Filed 2026-10-20
Darden Wealth Group Inc
NEW
Shares1,800
Change+1,800
Value$205.5K
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$150.7K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares1,074 from 558
Change+516 (+92%)
Value$122.6K (+$62.7K)
Filed 2026-10-16
Manchester Capital Management LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$107.9K (+$6.4K)
Filed 2026-10-22
Richardson Capital Management LLC
DECREASED
Shares524 from 575
Change-51 (-9%)
Value$59.8K (-$1.8K)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$52.4K (+$3.1K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares436 from 36
Change+400 (+1111%)
Value$49.7K (+$45.9K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares432
Change+432
Value$49.3K
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares238 from 162
Change+76 (+47%)
Value$27.5K (+$10.1K)
Filed 2026-10-16
Kingdom Financial Group Llc.
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$25.4K (+$1.5K)
Filed 2026-11-04
Tsfg, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$11 ($0)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.5K (+$691)
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$11.3K (+$673)
Filed 2026-10-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$9.4K (+$557)
Filed 2026-11-06
Compass Financial Management LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$7.8K (+$462)
Filed 2026-10-30
US Bancorp \de\
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.8K (+$285)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.3K (+$138)
Filed 2026-10-30
Signature Equity Partners, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.5K (+$88)
Filed 2026-10-29
Rossby Financial, LCC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$913 (+$54)
Filed 2026-11-05
Citigroup Inc
NEW
Shares1
Change+1
Value$114
Filed 2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$115 (+$7)
Filed 2026-10-07
Saxony Capital Management, LLC
CLOSED
Shares0 from 2,102
Change-2,102 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 2,040
Change-2,040 (-100%)
Value$0 (-$219.0K)
Filed 2026-11-05
Parkside Financial Bank & Trust
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$31.7K)
Filed 2026-10-27
BankPlus Trust Department
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$7.6K)
Filed 2026-11-06
CoreCap Advisors, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-08
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-06
Lloyd Advisory Services, Llc.
UNCHANGED
Shares0 from 0
Change0
Value$47 (+$3)
Filed 2026-11-02
United Capital Financial Advisors, LLC
N/A
Shares— from 121,823
Change-121,823 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 90,783
Change-90,783 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 74,165
Change-74,165 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 65,533
Change-65,533 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 60,068
Change-60,068 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 47,690
Change-47,690 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 47,600
Change-47,600 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 38,686
Change-38,686 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,530
Change-37,530 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,155
Change-37,155 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 36,369
Change-36,369 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 32,744
Change-32,744 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 30,232
Change-30,232 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 26,420
Change-26,420 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 26,400
Change-26,400 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 22,105
Change-22,105 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,946
Change-15,946 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,090
Change-15,090 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
&partners
N/A
Shares— from 12,652
Change-12,652 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 11,941
Change-11,941 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,313
Change-11,313 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 11,046
Change-11,046 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,368
Change-10,368 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,078
Change-10,078 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,054
Change-10,054 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,866
Change-6,866 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 503
Change-503 (-100%)
Value—
Blair William & Co
N/A
Shares— from 479
Change-479 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 347
Change-347 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 174
Change-174 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 132
Change-132 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 103
Change-103 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35
Change-35 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Kozak & Associates, Inc.
DECREASED446,906464,639-17,733-4%$49.2M$49.3M+$89.3K2026-10-29
LPL Financial LLC
DECREASED264,962332,423-67,461-20%$35.7M$30.2M-$5.4M2026-11-06
Gradient Investments LLC
DECREASED223,515858,000-634,485-74%$92.1M$25.5M-$66.6M2026-10-08
Hoese & Co LLP
INCREASED77,94076,759+1,181+2%$8.2M$8.9M+$656.8K2026-10-21
Oakwell Private Wealth Management, LLC
INCREASED38,41135,363+3,048+9%$3.8M$4.4M+$588.5K2026-11-06
Sutton Place Investors LLC
INCREASED28,34728,324+23+0%$3.0M$3.2M+$195.2K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED24,17221,982+2,190+10%$2.4M$2.8K-$2.4M2026-11-02
Artesa Financial Group, LLC
INCREASED19,27819,127+151+1%$2.1M$2.2M+$147.5K2026-10-29
Sigma Planning Corp
INCREASED16,28215,680+602+4%$1.7M$1.9M+$175.3K2026-10-23
Shira Ridge Wealth Management
DECREASED15,46016,228-768-5%$1.7M$1.8M+$22.7K2026-10-09
HB Wealth Management, LLC
INCREASED12,3085,719+6,589+115%$614.0K$1.4M+$790.9K2026-10-23
Patriot Investment Management Group, Inc.
INCREASED11,27510,970+305+3%$1.2M$1.3M+$109.3K2026-10-15
Truist Financial Corp
DECREASED10,47412,316-1,842-15%$1.3M$1.2M-$126.5K2026-10-30
Financial Perspectives, Inc
INCREASED10,45210,433+19+0%$1.1M$1.2M+$73.1K2026-11-03
Ironwood Financial, llc
UNCHANGED10,21310,21300%$1.1M$1.2M+$89.7K2026-10-20
KCM Investment Advisors LLC
UNCHANGED9,6369,63600%$1.0M$1.1M+$65.5K2026-10-27
Commonwealth Equity Services, LLC
DECREASED9,54110,378-837-8%$1.1M$1.1M-$25.0K2026-11-02
Archer Investment Management, LLC
INCREASED7,6992,176+5,523+254%$233.6K$878.8K+$645.2K2026-10-13
Ibex Wealth Advisors
DECREASED6,8637,380-517-7%$792.2K$783.4K-$8.9K2026-11-06
Bay Harbor Wealth Management, LLC
INCREASED5,8605,855+5+0%$628.6K$668.9K+$40.4K2026-11-03
Creative Planning
INCREASED5,1565,133+23+0%$551.0K$588.6K+$37.6K2026-11-02
Paladin Wealth, LLC
DECREASED5,10426,617-21,513-81%$2.9M$582.7K-$2.3M2026-10-23
Kestra Advisory Services, LLC
INCREASED3,8952,574+1,321+51%$276.4K$444.7K+$168.3K2026-11-02
TFB Advisors LLC
UNCHANGED3,8673,86700%$415.1K$441.4K+$26.3K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED3,4523,927-475-12%$421.6K$394.0K-$27.6K2026-11-04
Comprehensive Financial Planning, Inc.
DECREASED3,1993,564-365-10%$382.6K$365.2K-$17.4K2026-10-27
Parsons Capital Management Inc
DECREASED2,5532,963-410-14%$318.1K$291.5K-$26.6K2026-10-28
Vise Technologies, Inc.
UNCHANGED2,2682,26800%$243.4K$258.9K+$15.4K2026-10-29
Money Concepts Capital Corp
INCREASED2,2381,962+276+14%$210.6K$255.5K+$44.9K2026-11-06
Soundwatch Capital LLC
INCREASED2,1992,198+1+0%$236.0K$256.2K+$20.2K2026-11-04
Root Financial Partners, LLC
UNCHANGED2,1182,11800%$227.3K$241.7K+$14.4K2026-10-21
Oppenheimer & Co Inc
UNCHANGED2,0102,01000%$215.8K$229.4K+$13.7K2026-10-26
Assetmark, Inc
INCREASED2,0081,898+110+6%$203.8K$229.2K+$25.5K2026-10-21
Guardian Asset Advisors, LLC
INCREASED1,9571,899+58+3%$204.0K$223.6K+$19.7K2026-10-16
Flagship Capital Management Inc.
NEW1,860—+1,860——$212.3K—2026-10-20
Darden Wealth Group Inc
NEW1,800—+1,800——$205.5K—2026-11-06
Allworth Financial LP
UNCHANGED1,4041,40400%$150.7K$150.7K$02026-11-06
IFP Advisors, Inc
INCREASED1,074558+516+92%$59.9K$122.6K+$62.7K2026-10-16
Manchester Capital Management LLC
UNCHANGED94594500%$101.4K$107.9K+$6.4K2026-10-22
Richardson Capital Management LLC
DECREASED524575-51-9%$61.7K$59.8K-$1.8K2026-10-23
Montag A & Associates Inc
UNCHANGED45945900%$49.3K$52.4K+$3.1K2026-10-29
Farther Finance Advisors, LLC
INCREASED43636+400+1111%$3.9K$49.7K+$45.9K2026-10-08
Latitude Advisors, LLC
NEW432—+432——$49.3K—2026-10-27
TD Waterhouse Canada Inc.
INCREASED238162+76+47%$17.4K$27.5K+$10.1K2026-10-16
Kingdom Financial Group Llc.
UNCHANGED22222200%$23.9K$25.4K+$1.5K2026-11-04
Tsfg, LLC
UNCHANGED10110100%$11$11$02026-10-23
Concord Wealth Partners
UNCHANGED10010000%$10.8K$11.5K+$6912026-11-02
Central Pacific Bank - Trust Division
UNCHANGED999900%$10.6K$11.3K+$6732026-10-06
PNC Financial Services Group, Inc.
UNCHANGED828200%$8.8K$9.4K+$5572026-11-06
Compass Financial Management LLC
UNCHANGED686800%$7.3K$7.8K+$4622026-10-30
US Bancorp \de\
UNCHANGED424200%$4.5K$4.8K+$2852026-11-05
Spire Wealth Management
UNCHANGED202000%$2.2K$2.3K+$1382026-10-30
Signature Equity Partners, LLC
UNCHANGED131300%$1.4K$1.5K+$882026-10-29
Rossby Financial, LCC
UNCHANGED8800%$859$913+$542026-11-05
Citigroup Inc
NEW1—+1——$114—2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED1100%$108$115+$72026-10-07
Saxony Capital Management, LLC
CLOSED02,102-2,102-100%$225.7K$0-$225.7K2026-10-15
J.W. Cole Advisors, Inc.
CLOSED02,040-2,040-100%$219.0K$0-$219.0K2026-11-05
Parkside Financial Bank & Trust
CLOSED0295-295-100%$31.7K$0-$31.7K2026-10-27
BankPlus Trust Department
CLOSED071-71-100%$7.6K$0-$7.6K2026-11-06
CoreCap Advisors, LLC
CLOSED019-19-100%$2.0K$0-$2.0K2026-10-08
Institute for Wealth Management, Llc.
CLOSED010-10-100%$1.1K$0-$1.1K2026-11-06
Lloyd Advisory Services, Llc.
UNCHANGED000—$44$47+$32026-11-02
United Capital Financial Advisors, LLC
N/A—121,823-121,823-100%$13.1M———
Raymond James Financial Inc
N/A—90,783-90,783-100%$9.7M———
JPMorgan Chase & Co
N/A—74,165-74,165-100%$7.8M———
Integrated Wealth Concepts LLC
N/A—65,533-65,533-100%$7.0M———
Mattson Financial Services, LLC
N/A—60,068-60,068-100%$6.2M———
Stifel Financial Corp
N/A—47,690-47,690-100%$5.1M———
Two Sigma Investments, LP
N/A—47,600-47,600-100%$5.1M———
Citadel Advisors LLC
N/A—38,686-38,686-100%$4.2M———
MML Investors Services, LLC
N/A—37,530-37,530-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—37,155-37,155-100%$4.0M———
Envestnet Asset Management Inc
N/A—36,369-36,369-100%$3.9M———
Principal Securities, Inc.
N/A—32,744-32,744-100%$3.5M———
Brown Financial Advisors
N/A—30,232-30,232-100%$3.2M———
GTS Securities LLC
N/A—26,420-26,420-100%$2.8M———
Liberty One Investment Management, LLC
N/A—26,400-26,400-100%$2.8M———
Advisors Capital Management, LLC
N/A—22,105-22,105-100%$2.4M———
Jones Financial Companies Lllp
N/A—15,946-15,946-100%$1.6M———
Osaic Holdings, Inc.
N/A—15,090-15,090-100%$1.6M———
Global Retirement Partners, LLC
N/A—13,078-13,078-100%$1.4M———
&partners
N/A—12,652-12,652-100%$1.4M———
Lansing Street Advisors
N/A—11,941-11,941-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—11,313-11,313-100%$1.2M———
KM Capital Management Ltd.
N/A—11,046-11,046-100%$1.2M———
Susquehanna International Group, LLP
N/A—10,368-10,368-100%$1.1M———
Equitable Holdings, Inc.
N/A—10,078-10,078-100%$1.1M———
Cetera Investment Advisers
N/A—10,054-10,054-100%$1.1M———
BFC Planning, Inc.
N/A—7,700-7,700-100%$826.6K———
Glen Eagle Advisors, LLC
N/A—6,866-6,866-100%$737.0K———
Bawa N Mallick Trust
N/A—5,000-5,000-100%$536.8K———
Ameriprise Financial Inc
N/A—4,954-4,954-100%$531.8K———
UBS Group AG
N/A—4,873-4,873-100%$523.1K———
Stratos Wealth Partners, Ltd.
N/A—4,868-4,868-100%$522.6K———
Ameritas Advisory Services, LLC
N/A—4,835-4,835-100%$519.1K———
Regal Investment Advisors LLC
N/A—4,753-4,753-100%$510.3K———
Icon Wealth Advisors, LLC
N/A—4,734-4,734-100%$508.2K———
Royal Bank of Canada
N/A—4,398-4,398-100%$472.0K———
Sanctuary Advisors, LLC
N/A—3,999-3,999-100%$429.3K———
Mmbg Investment Advisors Co.
N/A—3,774-3,774-100%$405.1K———
Janney Montgomery Scott LLC
N/A—3,744-3,744-100%$402.0K———
Haverford Trust Co
N/A—3,115-3,115-100%$334.4K———
Morgan Stanley
N/A—3,078-3,078-100%$330.4K———
Nova Wealth Management, Inc.
N/A—3,051-3,051-100%$327.5K———
Hilltop Holdings Inc.
N/A—3,038-3,038-100%$326.1K———
Advisory Services Network, LLC
N/A—2,956-2,956-100%$317.3K———
Mariner, LLC
N/A—2,746-2,746-100%$294.8K———
HRT Financial LP
N/A—2,469-2,469-100%$265.0K———
Focus Partners Wealth
N/A—2,404-2,404-100%$258.1K———
Cerity Partners LLC
N/A—2,259-2,259-100%$242.5K———
Captrust Financial Advisors
N/A—1,918-1,918-100%$205.9K———
AE Wealth Management LLC
N/A—1,609-1,609-100%$172.7K———
NewEdge Advisors, LLC
N/A—700-700-100%$75.1K———
Federation des caisses Desjardins du Quebec
N/A—503-503-100%$54.0K———
Blair William & Co
N/A—479-479-100%$51.4K———
Harbour Investments, Inc.
N/A—347-347-100%$37.3K———
Private Wealth Asset Management, LLC
N/A—267-267-100%$28.7K———
Arax Advisory Partners
N/A—174-174-100%$18.7K———
Wells Fargo & Company
N/A—132-132-100%$14.2K———
Mcguire Capital Advisors Inc
N/A—103-103-100%$11.1K———
Cbiz Investment Advisory Services, LLC
N/A—72-72-100%$6.4K———
National Bank of Canada
N/A—35-35-100%$3.8K———
Continuum Advisory, LLC
N/A—33-33-100%$3.6K———
Luminist Capital LLC
N/A—00—$1.1K———
Showing 125 of 125 institutions