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Ishares Gsci Commodity Dynam (COMT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tradewinds Capital Management, LLC
DECREASED
Shares1,167,221 from 1,225,318
Change-58,097 (-5%)
Value$43.0M (+$5.8M)
Filed 2026-10-23
Vontobel Holding Ltd.
INCREASED
Shares354,300 from 113,100
Change+241,200 (+213%)
Value$13.1M (+$9.6M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares266,592 from 262,635
Change+3,957 (+2%)
Value$9.8M (+$1.9M)
Filed 2026-10-21
VCI Wealth Management LLC
DECREASED
Shares211,484 from 222,780
Change-11,296 (-5%)
Value$7.8M (+$1.0M)
Filed 2026-10-29
Broussard Financial Group LLC
NEW
Shares157,197
Change+157,197
Value$5.8M
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares94,992 from 92,901
Change+2,091 (+2%)
Value$3.5M (+$680.0K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
DECREASED
Shares84,681 from 92,201
Change-7,520 (-8%)
Value$3.1M (+$321.2K)
Filed 2026-11-03
Guinness Asset Management LTD
NEW
Shares82,168
Change+82,168
Value$3.0M
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares76,590 from 84,273
Change-7,683 (-9%)
Value$2.8M (+$263.8K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares72,176 from 13,957
Change+58,219 (+417%)
Value$2.7M (+$2.2M)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares70,330 from 103,366
Change-33,036 (-32%)
Value$2.6M (-$546.8K)
Filed 2026-10-30
Fulcrum Asset Management LLP
DECREASED
Shares64,170 from 76,616
Change-12,446 (-16%)
Value$2.3M (+$16.3K)
Filed 2026-11-04
Aletheian Wealth Advisors LLC
INCREASED
Shares63,181 from 62,373
Change+808 (+1%)
Value$2.3M (+$434.6K)
Filed 2026-10-08
Carrera Capital Advisors
DECREASED
Shares61,272 from 61,792
Change-520 (-1%)
Value$2.3M (+$381.9K)
Filed 2026-11-03
Arkansas Financial Group, Inc.
DECREASED
Shares60,309 from 60,946
Change-637 (-1%)
Value$2.2M (+$372.1K)
Filed 2026-10-26
GenTrust, LLC
UNCHANGED
Shares59,740 from 59,740
Change0 (0%)
Value$2.2M (+$387.7K)
Filed 2026-11-06
Johnson Financial Group, LLC
DECREASED
Shares59,213 from 59,598
Change-385 (-1%)
Value$2.2M (+$372.6K)
Filed 2026-11-03
Plan Group Financial, LLC
NEW
Shares57,935
Change+57,935
Value$2.2M
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares56,421 from 53,461
Change+2,960 (+6%)
Value$2.1M (+$456.1K)
Filed 2026-10-14
Alhambra Investment Management LLC
INCREASED
Shares50,059 from 47,290
Change+2,769 (+6%)
Value$1.8M (+$409.0K)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
DECREASED
Shares37,186 from 39,779
Change-2,593 (-7%)
Value$1.4M (+$162.6K)
Filed 2026-10-26
Columbus Macro, LLC
UNCHANGED
Shares32,763 from 32,763
Change0 (0%)
Value$1.2M (+$212.6K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares31,673 from 35,409
Change-3,736 (-11%)
Value$1.2M (+$92.1K)
Filed 2026-10-22
Lane Brothers & Co Inc
INCREASED
Shares26,795 from 18,987
Change+7,808 (+41%)
Value$987.7K (+$411.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares25,461 from 10,261
Change+15,200 (+148%)
Value$938.5K (+$626.9K)
Filed 2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares22,947 from 15,135
Change+7,812 (+52%)
Value$845.8K (+$386.2K)
Filed 2026-11-05
Prosperity Planning, Inc.
DECREASED
Shares21,999 from 23,925
Change-1,926 (-8%)
Value$810.9K (+$84.3K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,126 from 21,130
Change-4 (0%)
Value$779 (-$641.2K)
Filed 2026-11-02
Advus Financial Partners, LLC
DECREASED
Shares20,322 from 32,470
Change-12,148 (-37%)
Value$749.1K (-$237.0K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares19,553 from 15,319
Change+4,234 (+28%)
Value$720.7K (+$255.5K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares18,048 from 13,416
Change+4,632 (+35%)
Value$665.2K (+$257.8K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares17,003 from 15,746
Change+1,257 (+8%)
Value$626.7K (+$148.5K)
Filed 2026-11-05
Nolet Wealth Management, LLC
INCREASED
Shares15,888 from 15,500
Change+388 (+3%)
Value$585.6K (+$114.9K)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares15,400 from 8,300
Change+7,100 (+86%)
Value$567.6K (+$315.6K)
Filed 2026-11-03
Perigon Wealth Management, LLC
UNCHANGED
Shares14,596 from 14,596
Change0 (0%)
Value$538.0K (+$94.7K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares14,476 from 12,441
Change+2,035 (+16%)
Value$533.6K (+$155.8K)
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
INCREASED
Shares11,516 from 11,269
Change+247 (+2%)
Value$424.5K (+$82.2K)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares11,283 from 13,033
Change-1,750 (-13%)
Value$415.9K (+$20.1K)
Filed 2026-11-03
Ryan Investment Management, Inc.
INCREASED
Shares10,724 from 10,138
Change+586 (+6%)
Value$395.3K (+$87.4K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares10,544 from 163
Change+10,381 (+6369%)
Value$388.7K (+$383.7K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares9,980 from 10,356
Change-376 (-4%)
Value$367.9K (+$53.4K)
Filed 2026-10-08
True Private Wealth Advisors
DECREASED
Shares9,642 from 10,260
Change-618 (-6%)
Value$355.4K (+$43.8K)
Filed 2026-10-19
Marion Wealth Management
DECREASED
Shares9,545 from 9,886
Change-341 (-3%)
Value$351.8K (+$51.6K)
Filed 2026-10-22
Pines Wealth Management, LLC
DECREASED
Shares8,670 from 9,473
Change-803 (-8%)
Value$319.6K (+$31.9K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
UNCHANGED
Shares8,365 from 8,365
Change0 (0%)
Value$311.8K (+$55.8K)
Filed 2026-10-20
Northwest Wealth Management, LLC
INCREASED
Shares8,328 from 7,211
Change+1,117 (+15%)
Value$307.0K (+$88.0K)
Filed 2026-10-30
Archer Investment Management, LLC
NEW
Shares8,030
Change+8,030
Value$296.0K
Filed 2026-10-13
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares7,825 from 8,085
Change-260 (-3%)
Value$288.4K (+$42.9K)
Filed 2026-10-29
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares7,387 from 7,293
Change+94 (+1%)
Value$272.3K (+$50.8K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares7,009 from 8,147
Change-1,138 (-14%)
Value$258 (-$246.7K)
Filed 2026-10-22
Anchor Capital Advisors LLC
DECREASED
Shares6,765 from 6,798
Change-33 (0%)
Value$249.4K (+$42.9K)
Filed 2026-11-05
Security Financial Services, Inc.
DECREASED
Shares6,763 from 7,848
Change-1,085 (-14%)
Value$249.3K (+$11.0K)
Filed 2026-10-29
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares6,500 from 34,600
Change-28,100 (-81%)
Value$239.6K (-$811.2K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares5,646 from 197
Change+5,449 (+2766%)
Value$208.1K (+$202.1K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
NEW
Shares5,572
Change+5,572
Value$205.4K
Filed 2026-10-13
First Horizon Corp
UNCHANGED
Shares5,167 from 5,167
Change0 (0%)
Value$190.5K (+$33.5K)
Filed 2026-10-26
Oakworth Capital, Inc.
NEW
Shares4,000
Change+4,000
Value$147.4K
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares2,926 from 2,379
Change+547 (+23%)
Value$107.9K (+$35.6K)
Filed 2026-10-08
Financial Perspectives, Inc
UNCHANGED
Shares2,309 from 2,309
Change0 (0%)
Value$85.1K (+$15.0K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$57.5K ($0)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares1,693 from 822
Change+871 (+106%)
Value$62.4K (+$37.4K)
Filed 2026-11-06
Gen-Wealth Partners Inc
INCREASED
Shares1,587 from 1,542
Change+45 (+3%)
Value$58.5K (+$11.7K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$46.4K (+$8.2K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$40.3K (+$7.1K)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$33.6K (+$5.9K)
Filed 2026-10-14
Horizons Wealth Management
NEW
Shares555
Change+555
Value$20.5K
Filed 2026-10-05
Physician Wealth Advisors, Inc.
DECREASED
Shares527 from 529
Change-2 (0%)
Value$19.4K (+$3.4K)
Filed 2026-10-20
IFP Advisors, Inc
NEW
Shares408
Change+408
Value$15.0K
Filed 2026-10-16
Catherine Avery Investment Management LLC
INCREASED
Shares291 from 190
Change+101 (+53%)
Value$10.7K (+$5.0K)
Filed 2026-10-14
Compass Financial Management LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$9.8K (+$1.7K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$6.2K (+$1.1K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$5.8K (+$1.0K)
Filed 2026-11-05
LAM Group, Inc.
DECREASED
Shares100 from 115
Change-15 (-13%)
Value$3.7K (+$193)
Filed 2026-10-26
NBT Bank, N.A.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$3.4K (+$597)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$2.7K (+$467)
Filed 2026-11-02
Transce3nd, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$2.5K (+$445)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares61
Change+61
Value$2.2K
Filed 2026-11-02
Horizon Financial Services, LLC
NEW
Shares48
Change+48
Value$1.8K
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.7K (+$305)
Filed 2026-11-05
Retirement Wealth Solutions LLC
DECREASED
Shares9 from 10
Change-1 (-10%)
Value$321 (+$24)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$98 (+$17)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$67
Filed 2026-10-15
Kroeger Financial Partners
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$37 (+$7)
Filed 2026-10-19
Trek Financial, LLC
CLOSED
Shares0 from 84,157
Change-84,157 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-29
Eddie Patel Inc
CLOSED
Shares0 from 14,170
Change-14,170 (-100%)
Value$0 (-$430.3K)
Filed 2026-11-02
Ehrlich Financial Group
CLOSED
Shares0 from 7,728
Change-7,728 (-100%)
Value$0 (-$234.7K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 2,372
Change-2,372 (-100%)
Value$0 (-$72.0K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,023
Change-1,023 (-100%)
Value$0 (-$31.1K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 977
Change-977 (-100%)
Value$0 (-$29.7K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 511
Change-511 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-13
Montgomery Financial Services LLC
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-03
Axiom Investment Management LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$699)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$628)
Filed 2026-10-16
Rosenberg Matthew Hamilton
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$121)
Filed 2026-10-05
Bank of America Corp
N/A
Shares— from 3,634,696
Change-3,634,696 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,946,685
Change-2,946,685 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 501,245
Change-501,245 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 384,975
Change-384,975 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 225,038
Change-225,038 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 224,484
Change-224,484 (-100%)
Value—
UBS Group AG
N/A
Shares— from 224,214
Change-224,214 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 201,415
Change-201,415 (-100%)
Value—
Nwam LLC
N/A
Shares— from 184,572
Change-184,572 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 170,957
Change-170,957 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 153,213
Change-153,213 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 106,051
Change-106,051 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 104,163
Change-104,163 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,046
Change-85,046 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 84,119
Change-84,119 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 81,027
Change-81,027 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 80,288
Change-80,288 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 78,373
Change-78,373 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 69,621
Change-69,621 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 69,470
Change-69,470 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 62,679
Change-62,679 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 54,828
Change-54,828 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 49,915
Change-49,915 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 48,730
Change-48,730 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 46,170
Change-46,170 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 42,676
Change-42,676 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 34,949
Change-34,949 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 25,143
Change-25,143 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 20,391
Change-20,391 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 19,366
Change-19,366 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 16,056
Change-16,056 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,924
Change-15,924 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,748
Change-14,748 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,279
Change-14,279 (-100%)
Value—
FCA Corp
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,439
Change-12,439 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,004
Change-12,004 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,034
Change-11,034 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,001
Change-9,001 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,122
Change-8,122 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 644
Change-644 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 495
Change-495 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 286
Change-286 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 284
Change-284 (-100%)
Value—
FMR LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 237
Change-237 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 202
Change-202 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 197
Change-197 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 136
Change-136 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Tradewinds Capital Management, LLC
DECREASED1,167,2211,225,318-58,097-5%$37.2M$43.0M+$5.8M2026-10-23
Vontobel Holding Ltd.
INCREASED354,300113,100+241,200+213%$3.4M$13.1M+$9.6M2026-10-16
Assetmark, Inc
INCREASED266,592262,635+3,957+2%$8.0M$9.8M+$1.9M2026-10-21
VCI Wealth Management LLC
DECREASED211,484222,780-11,296-5%$6.8M$7.8M+$1.0M2026-10-29
Broussard Financial Group LLC
NEW157,197—+157,197——$5.8M—2026-10-26
Avior Wealth Management, LLC
INCREASED94,99292,901+2,091+2%$2.8M$3.5M+$680.0K2026-10-13
Evolution Wealth Advisors, LLC
DECREASED84,68192,201-7,520-8%$2.8M$3.1M+$321.2K2026-11-03
Guinness Asset Management LTD
NEW82,168—+82,168——$3.0M—2026-11-05
LPL Financial LLC
DECREASED76,59084,273-7,683-9%$2.6M$2.8M+$263.8K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED72,17613,957+58,219+417%$423.9K$2.7M+$2.2M2026-10-27
Truist Financial Corp
DECREASED70,330103,366-33,036-32%$3.1M$2.6M-$546.8K2026-10-30
Fulcrum Asset Management LLP
DECREASED64,17076,616-12,446-16%$2.3M$2.3M+$16.3K2026-11-04
Aletheian Wealth Advisors LLC
INCREASED63,18162,373+808+1%$1.9M$2.3M+$434.6K2026-10-08
Carrera Capital Advisors
DECREASED61,27261,792-520-1%$1.9M$2.3M+$381.9K2026-11-03
Arkansas Financial Group, Inc.
DECREASED60,30960,946-637-1%$1.9M$2.2M+$372.1K2026-10-26
GenTrust, LLC
UNCHANGED59,74059,74000%$1.8M$2.2M+$387.7K2026-11-06
Johnson Financial Group, LLC
DECREASED59,21359,598-385-1%$1.8M$2.2M+$372.6K2026-11-03
Plan Group Financial, LLC
NEW57,935—+57,935——$2.2M—2026-10-22
Essential Partners LLC
INCREASED56,42153,461+2,960+6%$1.6M$2.1M+$456.1K2026-10-14
Alhambra Investment Management LLC
INCREASED50,05947,290+2,769+6%$1.4M$1.8M+$409.0K2026-10-15
Crusonia Wealth Advisors LLC
DECREASED37,18639,779-2,593-7%$1.2M$1.4M+$162.6K2026-10-26
Columbus Macro, LLC
UNCHANGED32,76332,76300%$995.0K$1.2M+$212.6K2026-10-14
Brookstone Capital Management
DECREASED31,67335,409-3,736-11%$1.1M$1.2M+$92.1K2026-10-22
Lane Brothers & Co Inc
INCREASED26,79518,987+7,808+41%$576.6K$987.7K+$411.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED25,46110,261+15,200+148%$311.6K$938.5K+$626.9K2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED22,94715,135+7,812+52%$459.7K$845.8K+$386.2K2026-11-05
Prosperity Planning, Inc.
DECREASED21,99923,925-1,926-8%$726.6K$810.9K+$84.3K2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED21,12621,130-40%$642.0K$779-$641.2K2026-11-02
Advus Financial Partners, LLC
DECREASED20,32232,470-12,148-37%$986.1K$749.1K-$237.0K2026-10-20
Independent Financial Group, LLC
INCREASED19,55315,319+4,234+28%$465.2K$720.7K+$255.5K2026-10-13
Creative Planning
INCREASED18,04813,416+4,632+35%$407.4K$665.2K+$257.8K2026-11-02
Compound Planning, Inc.
INCREASED17,00315,746+1,257+8%$478.2K$626.7K+$148.5K2026-11-05
Nolet Wealth Management, LLC
INCREASED15,88815,500+388+3%$470.7K$585.6K+$114.9K2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED15,4008,300+7,100+86%$252.1K$567.6K+$315.6K2026-11-03
Perigon Wealth Management, LLC
UNCHANGED14,59614,59600%$443.3K$538.0K+$94.7K2026-10-22
Commonwealth Equity Services, LLC
INCREASED14,47612,441+2,035+16%$377.8K$533.6K+$155.8K2026-11-02
Three Bridge Wealth Advisors, LLC
INCREASED11,51611,269+247+2%$342.2K$424.5K+$82.2K2026-11-05
Pictet Asset Management Holding SA
DECREASED11,28313,033-1,750-13%$395.8K$415.9K+$20.1K2026-11-03
Ryan Investment Management, Inc.
INCREASED10,72410,138+586+6%$307.9K$395.3K+$87.4K2026-10-20
Creative Financial Designs Inc
INCREASED10,544163+10,381+6369%$5.0K$388.7K+$383.7K2026-11-04
CoreCap Advisors, LLC
DECREASED9,98010,356-376-4%$314.5K$367.9K+$53.4K2026-10-08
True Private Wealth Advisors
DECREASED9,64210,260-618-6%$311.6K$355.4K+$43.8K2026-10-19
Marion Wealth Management
DECREASED9,5459,886-341-3%$300.2K$351.8K+$51.6K2026-10-22
Pines Wealth Management, LLC
DECREASED8,6709,473-803-8%$287.7K$319.6K+$31.9K2026-10-21
Tcfg Investment Advisors, LLC
UNCHANGED8,3658,36500%$256.0K$311.8K+$55.8K2026-10-20
Northwest Wealth Management, LLC
INCREASED8,3287,211+1,117+15%$219.0K$307.0K+$88.0K2026-10-30
Archer Investment Management, LLC
NEW8,030—+8,030——$296.0K—2026-10-13
Hubbell Strickland Wealth Management, LLC
DECREASED7,8258,085-260-3%$245.6K$288.4K+$42.9K2026-10-29
Sanchez Gaunt Capital Management, LLC
INCREASED7,3877,293+94+1%$221.5K$272.3K+$50.8K2026-11-03
Wedbush Securities Inc
DECREASED7,0098,147-1,138-14%$247.0K$258-$246.7K2026-10-22
Anchor Capital Advisors LLC
DECREASED6,7656,798-330%$206.5K$249.4K+$42.9K2026-11-05
Security Financial Services, Inc.
DECREASED6,7637,848-1,085-14%$238.3K$249.3K+$11.0K2026-10-29
Sumitomo Mitsui Trust Group, Inc.
DECREASED6,50034,600-28,100-81%$1.1M$239.6K-$811.2K2026-10-29
Rossby Financial, LCC
INCREASED5,646197+5,449+2766%$6.0K$208.1K+$202.1K2026-11-05
Pettinga Financial Advisors LLC
NEW5,572—+5,572——$205.4K—2026-10-13
First Horizon Corp
UNCHANGED5,1675,16700%$156.9K$190.5K+$33.5K2026-10-26
Oakworth Capital, Inc.
NEW4,000—+4,000——$147.4K—2026-10-26
Farther Finance Advisors, LLC
INCREASED2,9262,379+547+23%$72.3K$107.9K+$35.6K2026-10-08
Financial Perspectives, Inc
UNCHANGED2,3092,30900%$70.1K$85.1K+$15.0K2026-11-03
Allworth Financial LP
UNCHANGED1,8941,89400%$57.5K$57.5K$02026-11-06
PNC Financial Services Group, Inc.
INCREASED1,693822+871+106%$25.0K$62.4K+$37.4K2026-11-06
Gen-Wealth Partners Inc
INCREASED1,5871,542+45+3%$46.8K$58.5K+$11.7K2026-11-04
Fifth Third Bancorp
UNCHANGED1,2581,25800%$38.2K$46.4K+$8.2K2026-11-05
Parallel Advisors, LLC
UNCHANGED1,0921,09200%$33.2K$40.3K+$7.1K2026-11-03
Triumph Capital Management
UNCHANGED91191100%$27.7K$33.6K+$5.9K2026-10-14
Horizons Wealth Management
NEW555—+555——$20.5K—2026-10-05
Physician Wealth Advisors, Inc.
DECREASED527529-20%$16.1K$19.4K+$3.4K2026-10-20
IFP Advisors, Inc
NEW408—+408——$15.0K—2026-10-16
Catherine Avery Investment Management LLC
INCREASED291190+101+53%$5.8K$10.7K+$5.0K2026-10-14
Compass Financial Management LLC
UNCHANGED26526500%$8.0K$9.8K+$1.7K2026-10-30
Spire Wealth Management
UNCHANGED16716700%$5.1K$6.2K+$1.1K2026-10-30
Acumen Wealth Advisors, LLC
UNCHANGED15615600%$4.7K$5.8K+$1.0K2026-11-05
LAM Group, Inc.
DECREASED100115-15-13%$3.5K$3.7K+$1932026-10-26
NBT Bank, N.A.
UNCHANGED929200%$2.8K$3.4K+$5972026-10-21
Quest 10 Wealth Builders, Inc.
UNCHANGED727200%$2.2K$2.7K+$4672026-11-02
Transce3nd, LLC
UNCHANGED646400%$2.0K$2.5K+$4452026-10-26
Heritage Family Offices, LLP
NEW61—+61——$2.2K—2026-11-02
Horizon Financial Services, LLC
NEW48—+48——$1.8K—2026-11-04
US Bancorp \de\
UNCHANGED474700%$1.4K$1.7K+$3052026-11-05
Retirement Wealth Solutions LLC
DECREASED910-1-10%$297$321+$242026-10-07
EverSource Wealth Advisors, LLC
UNCHANGED3300%$81$98+$172026-11-04
Blue Trust, Inc.
NEW2—+2——$67—2026-10-15
Kroeger Financial Partners
UNCHANGED1100%$30$37+$72026-10-19
Trek Financial, LLC
CLOSED084,157-84,157-100%$2.6M$0-$2.6M2026-10-29
Eddie Patel Inc
CLOSED014,170-14,170-100%$430.3K$0-$430.3K2026-11-02
Ehrlich Financial Group
CLOSED07,728-7,728-100%$234.7K$0-$234.7K2026-10-20
Ashton Thomas Private Wealth, LLC
CLOSED02,372-2,372-100%$72.0K$0-$72.0K2026-11-03
AdvisorNet Financial, Inc
CLOSED01,023-1,023-100%$31.1K$0-$31.1K2026-10-15
Kingdom Financial Group Llc.
CLOSED0977-977-100%$29.7K$0-$29.7K2026-11-04
Salem Investment Counselors Inc
CLOSED0511-511-100%$15.5K$0-$15.5K2026-10-13
Montgomery Financial Services LLC
CLOSED0143-143-100%$4.3K$0-$4.3K2026-11-03
Axiom Investment Management LLC
CLOSED079-79-100%$2.4K$0-$2.4K2026-11-03
Lloyd Advisory Services, Llc.
CLOSED056-56-100%$1.7K$0-$1.7K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED023-23-100%$699$0-$6992026-10-26
Cornerstone Planning Group LLC
CLOSED019-19-100%$628$0-$6282026-10-16
Rosenberg Matthew Hamilton
CLOSED04-4-100%$121$0-$1212026-10-05
Bank of America Corp
N/A—3,634,696-3,634,696-100%$110.4M———
Treasurer of the State of North Carolina
N/A—2,946,685-2,946,685-100%$89.5M———
Proficio Capital Partners LLC
N/A—501,245-501,245-100%$15.2M———
Morgan Stanley
N/A—384,975-384,975-100%$11.7M———
Focus Partners Wealth
N/A—225,038-225,038-100%$6.8M———
Ameriprise Financial Inc
N/A—224,484-224,484-100%$6.8M———
UBS Group AG
N/A—224,214-224,214-100%$6.8M———
Susquehanna International Group, LLP
N/A—201,415-201,415-100%$6.1M———
Nwam LLC
N/A—184,572-184,572-100%$5.6M———
Fairview Capital Investment Management, LLC
N/A—170,957-170,957-100%$5.2M———
Chicago Wealth Management, Inc.
N/A—153,213-153,213-100%$4.7M———
Hancock Whitney Corp
N/A—106,051-106,051-100%$3.2M———
Wealth Alliance, LLC
N/A—104,163-104,163-100%$3.2M———
NewEdge Advisors, LLC
N/A—85,046-85,046-100%$2.6M———
HSBC Holdings PLC
N/A—84,119-84,119-100%$2.6M———
Envestnet Asset Management Inc
N/A—81,027-81,027-100%$2.5M———
Note Advisors, LLC
N/A—80,288-80,288-100%$2.4M———
Baird Financial Group, Inc.
N/A—78,373-78,373-100%$2.4M———
Cetera Investment Advisers
N/A—69,621-69,621-100%$2.1M———
Philadelphia Investment Partners, LLC
N/A—69,470-69,470-100%$2.1M———
Osaic Holdings, Inc.
N/A—62,679-62,679-100%$1.9M———
JPMorgan Chase & Co
N/A—54,828-54,828-100%$1.7M———
Jane Street Group, LLC
N/A—49,915-49,915-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—48,730-48,730-100%$1.5M———
Qube Research & Technologies Ltd
N/A—46,170-46,170-100%$1.4M———
Royal Bank of Canada
N/A—42,676-42,676-100%$1.3M———
Quadrature Capital Ltd
N/A—34,949-34,949-100%$1.1M———
Cerity Partners LLC
N/A—25,143-25,143-100%$763.6K———
AE Wealth Management LLC
N/A—20,391-20,391-100%$619.3K———
Focus Partners Advisor Solutions, LLC
N/A—19,366-19,366-100%$588.2K———
CIBC Bancorp USA Inc.
N/A—16,056-16,056-100%$487.6K———
Kingsview Wealth Management, LLC
N/A—15,924-15,924-100%$483.6K———
Equitable Holdings, Inc.
N/A—14,748-14,748-100%$447.9K———
MML Investors Services, LLC
N/A—14,279-14,279-100%$433.7K———
FCA Corp
N/A—12,532-12,532-100%$380.6K———
HighTower Advisors, LLC
N/A—12,439-12,439-100%$377.8K———
Mariner, LLC
N/A—12,004-12,004-100%$364.6K———
RWA Wealth Partners, LLC
N/A—11,034-11,034-100%$335.1K———
Madison Wealth Partners, Inc
N/A—9,570-9,570-100%$290.6K———
Parkwoods Wealth Partners, LLC
N/A—9,222-9,222-100%$280.1K———
Private Advisor Group, LLC
N/A—9,042-9,042-100%$274.6K———
Raymond James Financial Inc
N/A—9,001-9,001-100%$273.4K———
Cresset Asset Management, LLC
N/A—8,793-8,793-100%$267.0K———
Principal Securities, Inc.
N/A—8,122-8,122-100%$246.7K———
Twin Focus Capital Partners, LLC
N/A—7,805-7,805-100%$237.0K———
Mercer Global Advisors Inc
N/A—6,644-6,644-100%$201.8K———
Global Retirement Partners, LLC
N/A—6,303-6,303-100%$191.4K———
Arax Advisory Partners
N/A—5,381-5,381-100%$163.4K———
Blair William & Co
N/A—3,729-3,729-100%$113.3K———
Ancora Advisors LLCA
N/A—2,896-2,896-100%$88.0K———
EFG International AG
N/A—1,805-1,805-100%$54.8K———
Rockefeller Capital Management L.P.
N/A—1,521-1,521-100%$46.2K———
Atomic Invest LLC
N/A—1,474-1,474-100%$44.6K———
Harbour Investments, Inc.
N/A—1,075-1,075-100%$32.6K———
BlackRock, Inc.
N/A—644-644-100%$19.6K———
National Bank of Canada
N/A—495-495-100%$15.0K———
Bartlett & Co. Wealth Management LLC
N/A—468-468-100%$14.2K———
Vision Retirement, LLC
N/A—427-427-100%$13.0K———
Founders Financial Alliance, LLC
N/A—330-330-100%$10.0K———
SOA Wealth Advisors, Llc.
N/A—286-286-100%$8.7K———
BFC Planning, Inc.
N/A—284-284-100%$8.6K———
FMR LLC
N/A—241-241-100%$7.3K———
Tower Research Capital LLC (TRC)
N/A—237-237-100%$7.2K———
Steward Partners Investment Advisory, LLC
N/A—203-203-100%$6.2K———
Wells Fargo & Company
N/A—202-202-100%$6.1K———
Forum Finance Group S.A.
N/A—200-200-100%$5———
Group One Trading LLC
N/A—200-200-100%$6.1K———
Turim 21 Investimentos Ltda.
N/A—197-197-100%$37.4K———
Strategic Wealth Partners, Ltd.
N/A—136-136-100%$4.1K———
Coppell Advisory Solutions LLC
N/A—130-130-100%$324.2K———
Continuum Advisory, LLC
N/A—111-111-100%$3.4K———
Atlantic Union Bankshares Corp
N/A—100-100-100%$3.0K———
Consultiva Wealth Management, Corp.
N/A—77-77-100%$2.3K———
Timbuktu Capital Management, LLC
N/A—62-62-100%$1.9K———
Mpwm Advisory Solutions, LLC
N/A—60-60-100%$1.8K———
Hantz Financial Services, Inc.
N/A—37-37-100%$1———
Lowe Brockenbrough & Co Inc
N/A—15-15-100%$456———
Showing 173 of 173 institutions