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Ishares Emerging Markets EQU (EMGF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
INCREASED
Shares3,461,477 from 2,922,313
Change+539,164 (+18%)
Value$247.6M (+$33.5M)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares1,440,413 from 1,420,427
Change+19,986 (+1%)
Value$103.0M (-$1.0M)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares764,190 from 637,191
Change+126,999 (+20%)
Value$54.7M (+$8.0M)
Filed 2026-10-16
Ascent Group, LLC
INCREASED
Shares597,501 from 578,242
Change+19,259 (+3%)
Value$42.7M (+$383.2K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares458,030 from 437,503
Change+20,527 (+5%)
Value$32.8M (+$716.0K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares349,894 from 344,188
Change+5,706 (+2%)
Value$25.0M (-$183.8K)
Filed 2026-10-13
Victory Financial Group, LLC
NEW
Shares213,836
Change+213,836
Value$15.3M
Filed 2026-10-27
Amplius Wealth Advisors, LLC
INCREASED
Shares179,234 from 159,010
Change+20,224 (+13%)
Value$12.8M (+$1.2M)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares171,575 from 114,547
Change+57,028 (+50%)
Value$12.3M (+$3.9M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares169,836 from 150,441
Change+19,395 (+13%)
Value$12.2M (+$1.1M)
Filed 2026-11-02
Hixon Zuercher, LLC
DECREASED
Shares140,054 from 150,551
Change-10,497 (-7%)
Value$10.0M (-$1.0M)
Filed 2026-10-13
Weil Company, Inc.
INCREASED
Shares139,143 from 135,547
Change+3,596 (+3%)
Value$10.0M (+$24.1K)
Filed 2026-10-14
Navigation Group, LLC
INCREASED
Shares134,459 from 128,406
Change+6,053 (+5%)
Value$9.6M (+$212.2K)
Filed 2026-10-28
Armbruster Capital Management, Inc.
DECREASED
Shares123,384 from 125,334
Change-1,950 (-2%)
Value$8.8M (-$355.1K)
Filed 2026-10-19
Exchange Traded Concepts, LLC
INCREASED
Shares121,292 from 119,624
Change+1,668 (+1%)
Value$8.7M (-$86.4K)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares118,503 from 75,086
Change+43,417 (+58%)
Value$7.8M (+$2.6M)
Filed 2026-11-03
AlphaCore Capital LLC
DECREASED
Shares107,534 from 109,749
Change-2,215 (-2%)
Value$7.7M (-$347.2K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
DECREASED
Shares103,110 from 103,745
Change-635 (-1%)
Value$7.4M (+$183.9K)
Filed 2026-10-29
Frontier Asset Management, LLC
DECREASED
Shares93,394 from 165,234
Change-71,840 (-43%)
Value$6.7M (-$5.4M)
Filed 2026-10-28
YHB Investment Advisors, Inc.
INCREASED
Shares91,374 from 67,396
Change+23,978 (+36%)
Value$6.5M (+$1.6M)
Filed 2026-10-08
RHS Financial, LLC
INCREASED
Shares89,833 from 86,012
Change+3,821 (+4%)
Value$6.4M (+$125.4K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares73,853 from 76,605
Change-2,752 (-4%)
Value$5.3M (-$328.6K)
Filed 2026-10-08
LifeGoal Investments, LLC
INCREASED
Shares72,271 from 69,835
Change+2,436 (+3%)
Value$5.2M (+$54.1K)
Filed 2026-10-09
Park Avenue Securities LLC
INCREASED
Shares69,595 from 56,530
Change+13,065 (+23%)
Value$5.0K (-$4.1M)
Filed 2026-10-26
Beirne Wealth Consulting Services, LLC
DECREASED
Shares68,476 from 69,136
Change-660 (-1%)
Value$4.9M (-$166.2K)
Filed 2026-10-19
Mullaney, Keating & Wright, Inc.
DECREASED
Shares44,833 from 46,227
Change-1,394 (-3%)
Value$3.0M (-$168.0K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares42,063 from 35,061
Change+7,002 (+20%)
Value$3.0M (+$440.6K)
Filed 2026-10-21
Unique Wealth, LLC
DECREASED
Shares40,582 from 42,405
Change-1,823 (-4%)
Value$2.9M (-$203.4K)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares39,339 from 42,829
Change-3,490 (-8%)
Value$2.8M (-$323.4K)
Filed 2026-10-28
Wetzel Investment Advisors, Inc.
INCREASED
Shares35,032 from 33,466
Change+1,566 (+5%)
Value$2.5M (+$54.5K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares33,169 from 38,335
Change-5,166 (-13%)
Value$2.4M (-$436.0K)
Filed 2026-11-05
Goldstein Advisors, LLC
INCREASED
Shares32,490 from 30,922
Change+1,568 (+5%)
Value$2.3M (+$59.0K)
Filed 2026-10-15
TritonPoint Partners, LLC
INCREASED
Shares32,045 from 4,854
Change+27,191 (+560%)
Value$2.3M (+$1.9M)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED
Shares30,975 from 32,689
Change-1,714 (-5%)
Value$2.2M (-$178.9K)
Filed 2026-11-02
First Citizens Financial Corp
DECREASED
Shares25,563 from 25,985
Change-422 (-2%)
Value$1.8M (-$74.9K)
Filed 2026-10-02
Riverbend Wealth Management, LLC
INCREASED
Shares25,455 from 21,016
Change+4,439 (+21%)
Value$1.8M (+$281.4K)
Filed 2026-10-15
Horst & Graben Wealth Management LLC
INCREASED
Shares24,216 from 23,908
Change+308 (+1%)
Value$1.7M (+$30.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares23,336 from 22,476
Change+860 (+4%)
Value$1.7M (+$22.9K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares21,119 from 19,473
Change+1,646 (+8%)
Value$1.5M (+$84.2K)
Filed 2026-10-23
TSA Wealth Managment LLC
DECREASED
Shares18,724 from 18,856
Change-132 (-1%)
Value$1.3M (-$41.9K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares18,528 from 20,542
Change-2,014 (-10%)
Value$1.3M (-$179.4K)
Filed 2026-10-16
Traveka Wealth, LLC
INCREASED
Shares17,181 from 15,893
Change+1,288 (+8%)
Value$1.2M (+$64.8K)
Filed 2026-10-19
Phillips Financial Management, LLC
DECREASED
Shares16,774 from 17,814
Change-1,040 (-6%)
Value$1.2M (-$105.0K)
Filed 2026-10-19
Parsons Capital Management Inc
INCREASED
Shares15,591 from 11,640
Change+3,951 (+34%)
Value$1.1M (+$262.6K)
Filed 2026-10-28
Stonebridge Wealth Management, LLC
DECREASED
Shares15,226 from 22,477
Change-7,251 (-32%)
Value$1.1M (-$557.4K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED
Shares14,609 from 15,183
Change-574 (-4%)
Value$1.0M (-$67.2K)
Filed 2026-10-13
Cypress Wealth Services, LLC
INCREASED
Shares14,099 from 13,171
Change+928 (+7%)
Value$1.0M (+$62.5K)
Filed 2026-10-21
Hibernia Wealth Partners, LLC
INCREASED
Shares13,709 from 13,262
Change+447 (+3%)
Value$980.7K (+$9.2K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,539 from 10,514
Change+3,025 (+29%)
Value$969 (-$769.0K)
Filed 2026-11-02
Worth Asset Management, LLC
INCREASED
Shares12,983 from 9,028
Change+3,955 (+44%)
Value$928.8K (+$267.4K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
INCREASED
Shares11,749 from 9,511
Change+2,238 (+24%)
Value$840.5K (+$143.7K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
NEW
Shares11,617
Change+11,617
Value$831.1K
Filed 2026-10-16
Diversify Wealth Management, LLC
DECREASED
Shares11,520 from 13,793
Change-2,273 (-16%)
Value$789.6K (-$147.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares11,520 from 13,793
Change-2,273 (-16%)
Value$789.6K (-$147.5K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares11,353 from 21,990
Change-10,637 (-48%)
Value$812.2K (-$798.8K)
Filed 2026-10-22
Beacon Financial Group
UNCHANGED
Shares11,239 from 11,239
Change0 (0%)
Value$804.0K (-$19.3K)
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares10,826 from 13,869
Change-3,043 (-22%)
Value$774.5K (-$241.5K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares10,444 from 11,003
Change-559 (-5%)
Value$747.2K (-$58.9K)
Filed 2026-11-05
Williams & Novak Wealth Management, LLC
INCREASED
Shares10,314 from 9,498
Change+816 (+9%)
Value$737.9K (+$42.0K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,479 from 7,588
Change+1,891 (+25%)
Value$668.3K (+$124.9K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
NEW
Shares8,247
Change+8,247
Value$590.0K
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares8,015 from 7,649
Change+366 (+5%)
Value$573.4K (+$13.0K)
Filed 2026-10-13
Heck Capital Advisors, LLC
DECREASED
Shares7,923 from 8,713
Change-790 (-9%)
Value$566.8K (-$71.5K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares7,872 from 7,823
Change+49 (+1%)
Value$563.2K (-$10.0K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
DECREASED
Shares7,524 from 7,879
Change-355 (-5%)
Value$537.2K (-$31.8K)
Filed 2026-10-13
Bourgeon Capital Management LLC
DECREASED
Shares7,192 from 7,460
Change-268 (-4%)
Value$514.5K (-$32.0K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares7,012 from 4,631
Change+2,381 (+51%)
Value$501.7K (+$162.4K)
Filed 2026-10-21
Asempa Wealth Advisors
DECREASED
Shares6,941 from 6,959
Change-18 (0%)
Value$496.3K (-$13.5K)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares6,389 from 5,137
Change+1,252 (+24%)
Value$457.1K (+$80.7K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares6,232 from 4,647
Change+1,585 (+34%)
Value$445.8K (+$105.4K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares6,058 from 5,825
Change+233 (+4%)
Value$433.4K (+$6.6K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares5,760 from 5,614
Change+146 (+3%)
Value$412.1K (+$789)
Filed 2026-11-06
Mather Group, Llc.
INCREASED
Shares5,686 from 3,008
Change+2,678 (+89%)
Value$406.8K (+$186.4K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares5,020 from 5,144
Change-124 (-2%)
Value$359.1K (-$17.7K)
Filed 2026-10-16
BFI Wealth Solutions, LLC
DECREASED
Shares4,802 from 4,905
Change-103 (-2%)
Value$343.6K (-$15.7K)
Filed 2026-10-16
Ascent Wealth Partners, LLC
INCREASED
Shares4,467 from 4,465
Change+2 (+0%)
Value$319.6K (-$7.5K)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
INCREASED
Shares4,127 from 4,117
Change+10 (+0%)
Value$295.3K (-$6.4K)
Filed 2026-10-14
Ridgeline Wealth, LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$283.5K (-$11.8K)
Filed 2026-10-14
Fairvoy Private Wealth, LLC
NEW
Shares4,021
Change+4,021
Value$287.7K
Filed 2026-10-19
Aspire Private Capital, LLC
DECREASED
Shares4,020 from 5,184
Change-1,164 (-22%)
Value$287.6K (-$92.2K)
Filed 2026-11-05
PUREfi Wealth, LLC
DECREASED
Shares3,871 from 4,200
Change-329 (-8%)
Value$276.9K (-$30.8K)
Filed 2026-10-19
Hoxton Planning & Management, LLC
DECREASED
Shares3,696 from 4,276
Change-580 (-14%)
Value$264.4K (-$48.9K)
Filed 2026-10-15
Accelerate Investment Advisors LLC
DECREASED
Shares3,623 from 3,706
Change-83 (-2%)
Value$259.2K (-$12.3K)
Filed 2026-11-02
Acropolis Investment Management, LLC
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$257.6K (-$6.2K)
Filed 2026-10-08
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,476 from 3,509
Change-33 (-1%)
Value$248.7K (-$8.4K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
INCREASED
Shares3,461 from 3,337
Change+124 (+4%)
Value$247.6K (+$3.1K)
Filed 2026-10-29
Cabot Wealth Management Inc
INCREASED
Shares3,440 from 3,398
Change+42 (+1%)
Value$246.1K (-$2.8K)
Filed 2026-11-05
Evergreen Capital Management LLC
UNCHANGED
Shares3,427 from 3,427
Change0 (0%)
Value$245.2K (-$5.9K)
Filed 2026-10-23
Kelly Financial Group LLC
DECREASED
Shares3,401 from 3,833
Change-432 (-11%)
Value$243.3K (-$37.5K)
Filed 2026-10-16
W Advisors, LLC
INCREASED
Shares3,284 from 2,911
Change+373 (+13%)
Value$234.9K (+$21.7K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares3,052 from 3,107
Change-55 (-2%)
Value$218.3K (-$9.3K)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares2,968 from 2,862
Change+106 (+4%)
Value$212.3K (+$2.7K)
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$182.9K (-$4.4K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
DECREASED
Shares2,504 from 2,863
Change-359 (-13%)
Value$179 (-$31)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares2,465 from 369
Change+2,096 (+568%)
Value$176.4K (+$149.3K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,425 from 851
Change+1,574 (+185%)
Value$173.5K (+$111.1K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares876 from 928
Change-52 (-6%)
Value$62.7K (-$5.3K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares829 from 859
Change-30 (-3%)
Value$59.3K (-$3.6K)
Filed 2026-10-08
KFG LLC
NEW
Shares778
Change+778
Value$55.7K
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$46.5K (-$1.1K)
Filed 2026-10-13
Blue Trust, Inc.
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$35.7K (-$859)
Filed 2026-10-15
Buck Wealth Strategies, LLC
INCREASED
Shares453 from 299
Change+154 (+52%)
Value$32.4K (+$10.5K)
Filed 2026-10-28
Abound Wealth Management
NEW
Shares451
Change+451
Value$32.3K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares391
Change+391
Value$28.0K
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares386
Change+386
Value$27.6K
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$16.4K (-$394)
Filed 2026-11-02
Rossby Financial, LCC
DECREASED
Shares204 from 215
Change-11 (-5%)
Value$14.6K (-$1.2K)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$10.0K (-$241)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$8.0K (-$193)
Filed 2026-10-16
Planning Strategies Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.0K (-$120)
Filed 2026-10-02
Latitude Advisors, LLC
NEW
Shares61
Change+61
Value$4.4K
Filed 2026-10-27
CGC Financial Services, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$4.1K (-$98)
Filed 2026-10-13
Valley National Advisers Inc
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$3.1K (-$74)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.6K (-$55)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.5K (-$60)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.3K (-$55)
Filed 2026-10-16
Kingdom Financial Group Llc.
NEW
Shares25
Change+25
Value$1.8K
Filed 2026-11-04
Bayban
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.8K ($0)
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares19 from 165
Change-146 (-88%)
Value$1.3K (-$10.8K)
Filed 2026-10-16
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$573 (-$14)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$286 (+$139)
Filed 2026-11-04
Networth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$289 (-$6)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$287 (-$7)
Filed 2026-10-27
Compound Planning, Inc.
CLOSED
Shares0 from 8,363
Change-8,363 (-100%)
Value$0 (-$612.7K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 5,904
Change-5,904 (-100%)
Value$0 (-$432.5K)
Filed 2026-10-21
Seed Wealth Management, Inc.
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$402.9K)
Filed 2026-10-20
Novem Group
CLOSED
Shares0 from 5,027
Change-5,027 (-100%)
Value$0 (-$368.3K)
Filed 2026-10-19
MGO One Seven LLC
CLOSED
Shares0 from 3,304
Change-3,304 (-100%)
Value$0 (-$242.1K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 2,770
Change-2,770 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-28
JPMorgan Chase & Co
N/A
Shares— from 2,668,663
Change-2,668,663 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,774,234
Change-1,774,234 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,597,684
Change-1,597,684 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,435,813
Change-1,435,813 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,283,385
Change-1,283,385 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 876,080
Change-876,080 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 844,813
Change-844,813 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 819,076
Change-819,076 (-100%)
Value—
FMR LLC
N/A
Shares— from 699,117
Change-699,117 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 649,015
Change-649,015 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 584,650
Change-584,650 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 443,265
Change-443,265 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 390,650
Change-390,650 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 373,728
Change-373,728 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 308,939
Change-308,939 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 187,149
Change-187,149 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 176,831
Change-176,831 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 156,172
Change-156,172 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 141,335
Change-141,335 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 134,128
Change-134,128 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 130,930
Change-130,930 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 115,114
Change-115,114 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 112,361
Change-112,361 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 111,983
Change-111,983 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 87,614
Change-87,614 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 85,519
Change-85,519 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 75,219
Change-75,219 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 73,946
Change-73,946 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 68,938
Change-68,938 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 62,225
Change-62,225 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 59,652
Change-59,652 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 58,001
Change-58,001 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 57,522
Change-57,522 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 56,505
Change-56,505 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 53,053
Change-53,053 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 52,957
Change-52,957 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 52,779
Change-52,779 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 50,239
Change-50,239 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 49,247
Change-49,247 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 49,184
Change-49,184 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 46,600
Change-46,600 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 41,526
Change-41,526 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 40,119
Change-40,119 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 31,902
Change-31,902 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 31,845
Change-31,845 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,959
Change-28,959 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 28,452
Change-28,452 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,992
Change-27,992 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,789
Change-23,789 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 23,733
Change-23,733 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 21,287
Change-21,287 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,437
Change-20,437 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 20,257
Change-20,257 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 19,261
Change-19,261 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,795
Change-18,795 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 14,511
Change-14,511 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,326
Change-14,326 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 14,269
Change-14,269 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 14,148
Change-14,148 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 12,329
Change-12,329 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 10,995
Change-10,995 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,815
Change-10,815 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,098
Change-9,098 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,026
Change-9,026 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 7,599
Change-7,599 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 7,345
Change-7,345 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,544
Change-6,544 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 971
Change-971 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 906
Change-906 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 849
Change-849 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 665
Change-665 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 622
Change-622 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 417
Change-417 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 204
Change-204 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7
Change-7 (-100%)
Value—
10Elms LLP
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
INCREASED3,461,4772,922,313+539,164+18%$214.1M$247.6M+$33.5M2026-10-26
Sagespring Wealth Partners, LLC
INCREASED1,440,4131,420,427+19,986+1%$104.1M$103.0M-$1.0M2026-10-22
Annex Advisory Services, LLC
INCREASED764,190637,191+126,999+20%$46.7M$54.7M+$8.0M2026-10-16
Ascent Group, LLC
INCREASED597,501578,242+19,259+3%$42.4M$42.7M+$383.2K2026-10-30
Larson Financial Group LLC
INCREASED458,030437,503+20,527+5%$32.1M$32.8M+$716.0K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED349,894344,188+5,706+2%$25.2M$25.0M-$183.8K2026-10-13
Victory Financial Group, LLC
NEW213,836—+213,836——$15.3M—2026-10-27
Amplius Wealth Advisors, LLC
INCREASED179,234159,010+20,224+13%$11.6M$12.8M+$1.2M2026-10-20
Vise Technologies, Inc.
INCREASED171,575114,547+57,028+50%$8.4M$12.3M+$3.9M2026-10-29
Commonwealth Equity Services, LLC
INCREASED169,836150,441+19,395+13%$11.0M$12.2M+$1.1M2026-11-02
Hixon Zuercher, LLC
DECREASED140,054150,551-10,497-7%$11.0M$10.0M-$1.0M2026-10-13
Weil Company, Inc.
INCREASED139,143135,547+3,596+3%$9.9M$10.0M+$24.1K2026-10-14
Navigation Group, LLC
INCREASED134,459128,406+6,053+5%$9.4M$9.6M+$212.2K2026-10-28
Armbruster Capital Management, Inc.
DECREASED123,384125,334-1,950-2%$9.2M$8.8M-$355.1K2026-10-19
Exchange Traded Concepts, LLC
INCREASED121,292119,624+1,668+1%$8.8M$8.7M-$86.4K2026-10-28
Plancorp, LLC
INCREASED118,50375,086+43,417+58%$5.2M$7.8M+$2.6M2026-11-03
AlphaCore Capital LLC
DECREASED107,534109,749-2,215-2%$8.0M$7.7M-$347.2K2026-11-04
ARQ Wealth Advisors, LLC
DECREASED103,110103,745-635-1%$7.2M$7.4M+$183.9K2026-10-29
Frontier Asset Management, LLC
DECREASED93,394165,234-71,840-43%$12.1M$6.7M-$5.4M2026-10-28
YHB Investment Advisors, Inc.
INCREASED91,37467,396+23,978+36%$4.9M$6.5M+$1.6M2026-10-08
RHS Financial, LLC
INCREASED89,83386,012+3,821+4%$6.3M$6.4M+$125.4K2026-10-13
Farther Finance Advisors, LLC
DECREASED73,85376,605-2,752-4%$5.6M$5.3M-$328.6K2026-10-08
LifeGoal Investments, LLC
INCREASED72,27169,835+2,436+3%$5.1M$5.2M+$54.1K2026-10-09
Park Avenue Securities LLC
INCREASED69,59556,530+13,065+23%$4.1M$5.0K-$4.1M2026-10-26
Beirne Wealth Consulting Services, LLC
DECREASED68,47669,136-660-1%$5.1M$4.9M-$166.2K2026-10-19
Mullaney, Keating & Wright, Inc.
DECREASED44,83346,227-1,394-3%$3.2M$3.0M-$168.0K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED42,06335,061+7,002+20%$2.6M$3.0M+$440.6K2026-10-21
Unique Wealth, LLC
DECREASED40,58242,405-1,823-4%$3.1M$2.9M-$203.4K2026-10-16
Intrua Financial, LLC
DECREASED39,33942,829-3,490-8%$3.1M$2.8M-$323.4K2026-10-28
Wetzel Investment Advisors, Inc.
INCREASED35,03233,466+1,566+5%$2.5M$2.5M+$54.5K2026-10-13
Thrivent Financial for Lutherans
DECREASED33,16938,335-5,166-13%$2.8M$2.4M-$436.0K2026-11-05
Goldstein Advisors, LLC
INCREASED32,49030,922+1,568+5%$2.3M$2.3M+$59.0K2026-10-15
TritonPoint Partners, LLC
INCREASED32,0454,854+27,191+560%$355.6K$2.3M+$1.9M2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED30,97532,689-1,714-5%$2.4M$2.2M-$178.9K2026-11-02
First Citizens Financial Corp
DECREASED25,56325,985-422-2%$1.9M$1.8M-$74.9K2026-10-02
Riverbend Wealth Management, LLC
INCREASED25,45521,016+4,439+21%$1.5M$1.8M+$281.4K2026-10-15
Horst & Graben Wealth Management LLC
INCREASED24,21623,908+308+1%$1.7M$1.7M+$30.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED23,33622,476+860+4%$1.6M$1.7M+$22.9K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED21,11919,473+1,646+8%$1.4M$1.5M+$84.2K2026-10-23
TSA Wealth Managment LLC
DECREASED18,72418,856-132-1%$1.4M$1.3M-$41.9K2026-10-22
PFG Advisors
DECREASED18,52820,542-2,014-10%$1.5M$1.3M-$179.4K2026-10-16
Traveka Wealth, LLC
INCREASED17,18115,893+1,288+8%$1.2M$1.2M+$64.8K2026-10-19
Phillips Financial Management, LLC
DECREASED16,77417,814-1,040-6%$1.3M$1.2M-$105.0K2026-10-19
Parsons Capital Management Inc
INCREASED15,59111,640+3,951+34%$852.8K$1.1M+$262.6K2026-10-28
Stonebridge Wealth Management, LLC
DECREASED15,22622,477-7,251-32%$1.6M$1.1M-$557.4K2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED14,60915,183-574-4%$1.1M$1.0M-$67.2K2026-10-13
Cypress Wealth Services, LLC
INCREASED14,09913,171+928+7%$964.9K$1.0M+$62.5K2026-10-21
Hibernia Wealth Partners, LLC
INCREASED13,70913,262+447+3%$971.5K$980.7K+$9.2K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED13,53910,514+3,025+29%$770.0K$969-$769.0K2026-11-02
Worth Asset Management, LLC
INCREASED12,9839,028+3,955+44%$661.4K$928.8K+$267.4K2026-10-07
J.W. Cole Advisors, Inc.
INCREASED11,7499,511+2,238+24%$696.8K$840.5K+$143.7K2026-11-05
Robertson Stephens Wealth Management, LLC
NEW11,617—+11,617——$831.1K—2026-10-16
Diversify Wealth Management, LLC
DECREASED11,52013,793-2,273-16%$937.1K$789.6K-$147.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED11,52013,793-2,273-16%$937.1K$789.6K-$147.5K2026-10-20
Strategic Blueprint, LLC
DECREASED11,35321,990-10,637-48%$1.6M$812.2K-$798.8K2026-10-22
Beacon Financial Group
UNCHANGED11,23911,23900%$823.4K$804.0K-$19.3K2026-10-19
Gallacher Capital Management LLC
DECREASED10,82613,869-3,043-22%$1.0M$774.5K-$241.5K2026-10-30
Fifth Third Bancorp
DECREASED10,44411,003-559-5%$806.1K$747.2K-$58.9K2026-11-05
Williams & Novak Wealth Management, LLC
INCREASED10,3149,498+816+9%$695.8K$737.9K+$42.0K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED9,4797,588+1,891+25%$543.4K$668.3K+$124.9K2026-10-13
Daymark Wealth Partners, LLC
NEW8,247—+8,247——$590.0K—2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED8,0157,649+366+5%$560.4K$573.4K+$13.0K2026-10-13
Heck Capital Advisors, LLC
DECREASED7,9238,713-790-9%$638.3K$566.8K-$71.5K2026-10-14
Private Trust Co NA
INCREASED7,8727,823+49+1%$573.1K$563.2K-$10.0K2026-10-20
Affinity Capital Advisors, LLC
DECREASED7,5247,879-355-5%$569.0K$537.2K-$31.8K2026-10-13
Bourgeon Capital Management LLC
DECREASED7,1927,460-268-4%$546.5K$514.5K-$32.0K2026-10-19
McAdam, LLC
INCREASED7,0124,631+2,381+51%$339.3K$501.7K+$162.4K2026-10-21
Asempa Wealth Advisors
DECREASED6,9416,959-180%$509.8K$496.3K-$13.5K2026-10-07
Assetmark, Inc
INCREASED6,3895,137+1,252+24%$376.3K$457.1K+$80.7K2026-10-21
Creative Planning
INCREASED6,2324,647+1,585+34%$340.4K$445.8K+$105.4K2026-11-02
Csenge Advisory Group
INCREASED6,0585,825+233+4%$426.7K$433.4K+$6.6K2026-11-04
Savant Capital, LLC
INCREASED5,7605,614+146+3%$411.3K$412.1K+$7892026-11-06
Mather Group, Llc.
INCREASED5,6863,008+2,678+89%$220.4K$406.8K+$186.4K2026-10-14
IFP Advisors, Inc
DECREASED5,0205,144-124-2%$376.8K$359.1K-$17.7K2026-10-16
BFI Wealth Solutions, LLC
DECREASED4,8024,905-103-2%$359.3K$343.6K-$15.7K2026-10-16
Ascent Wealth Partners, LLC
INCREASED4,4674,465+2+0%$327.1K$319.6K-$7.5K2026-10-23
Firethorn Wealth Partners, LLC
INCREASED4,1274,117+10+0%$301.6K$295.3K-$6.4K2026-10-14
Ridgeline Wealth, LLC
UNCHANGED4,0304,03000%$295.2K$283.5K-$11.8K2026-10-14
Fairvoy Private Wealth, LLC
NEW4,021—+4,021——$287.7K—2026-10-19
Aspire Private Capital, LLC
DECREASED4,0205,184-1,164-22%$379.8K$287.6K-$92.2K2026-11-05
PUREfi Wealth, LLC
DECREASED3,8714,200-329-8%$307.7K$276.9K-$30.8K2026-10-19
Hoxton Planning & Management, LLC
DECREASED3,6964,276-580-14%$313.3K$264.4K-$48.9K2026-10-15
Accelerate Investment Advisors LLC
DECREASED3,6233,706-83-2%$271.5K$259.2K-$12.3K2026-11-02
Acropolis Investment Management, LLC
UNCHANGED3,6013,60100%$263.8K$257.6K-$6.2K2026-10-08
Patriot Financial Group Insurance Agency, LLC
DECREASED3,4763,509-33-1%$257.1K$248.7K-$8.4K2026-10-14
DecisionMap Wealth Management, LLC
INCREASED3,4613,337+124+4%$244.5K$247.6K+$3.1K2026-10-29
Cabot Wealth Management Inc
INCREASED3,4403,398+42+1%$248.9K$246.1K-$2.8K2026-11-05
Evergreen Capital Management LLC
UNCHANGED3,4273,42700%$251.1K$245.2K-$5.9K2026-10-23
Kelly Financial Group LLC
DECREASED3,4013,833-432-11%$280.8K$243.3K-$37.5K2026-10-16
W Advisors, LLC
INCREASED3,2842,911+373+13%$213.3K$234.9K+$21.7K2026-11-02
US Bancorp \de\
DECREASED3,0523,107-55-2%$227.6K$218.3K-$9.3K2026-11-05
Pinnacle Associates LTD
INCREASED2,9682,862+106+4%$209.6K$212.3K+$2.7K2026-10-20
Asset Dedication, LLC
UNCHANGED2,5562,55600%$187.3K$182.9K-$4.4K2026-11-03
Capital Advisors, Ltd. LLC
DECREASED2,5042,863-359-13%$210$179-$312026-10-27
Parallel Advisors, LLC
INCREASED2,465369+2,096+568%$27.1K$176.4K+$149.3K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED2,425851+1,574+185%$62.3K$173.5K+$111.1K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED876928-52-6%$68.0K$62.7K-$5.3K2026-11-04
CoreCap Advisors, LLC
DECREASED829859-30-3%$62.9K$59.3K-$3.6K2026-10-08
KFG LLC
NEW778—+778——$55.7K—2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED65065000%$47.6K$46.5K-$1.1K2026-10-13
Blue Trust, Inc.
UNCHANGED49949900%$36.6K$35.7K-$8592026-10-15
Buck Wealth Strategies, LLC
INCREASED453299+154+52%$21.9K$32.4K+$10.5K2026-10-28
Abound Wealth Management
NEW451—+451——$32.3K—2026-10-26
Root Financial Partners, LLC
NEW391—+391——$28.0K—2026-10-21
Ashton Thomas Securities, LLC
NEW386—+386——$27.6K—2026-10-26
Golden State Wealth Management, LLC
UNCHANGED22922900%$16.8K$16.4K-$3942026-11-02
Rossby Financial, LCC
DECREASED204215-11-5%$15.8K$14.6K-$1.2K2026-11-05
Wolff Wiese Magana LLC
UNCHANGED14014000%$10.3K$10.0K-$2412026-10-15
Signature Resources Capital Management, LLC
UNCHANGED11211200%$8.2K$8.0K-$1932026-10-16
Planning Strategies Inc.
UNCHANGED707000%$5.1K$5.0K-$1202026-10-02
Latitude Advisors, LLC
NEW61—+61——$4.4K—2026-10-27
CGC Financial Services, LLC
UNCHANGED575700%$4.2K$4.1K-$982026-10-13
Valley National Advisers Inc
UNCHANGED434300%$3.2K$3.1K-$742026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED363600%$2.6K$2.6K-$552026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED353500%$2.6K$2.5K-$602026-10-29
Pension & Wealth Management Advisors, Inc.
UNCHANGED323200%$2.4K$2.3K-$552026-10-16
Kingdom Financial Group Llc.
NEW25—+25——$1.8K—2026-11-04
Bayban
UNCHANGED252500%$1.8K$1.8K$02026-11-05
Mosley Wealth Management
DECREASED19165-146-88%$12.1K$1.3K-$10.8K2026-10-16
Rachor Investment Advisory Services, LLC
UNCHANGED8800%$587$573-$142026-10-29
Citigroup Inc
INCREASED42+2+100%$147$286+$1392026-11-04
Networth Advisors, LLC
UNCHANGED4400%$295$289-$62026-11-03
Parkside Financial Bank & Trust
UNCHANGED4400%$294$287-$72026-10-27
Compound Planning, Inc.
CLOSED08,363-8,363-100%$612.7K$0-$612.7K2026-11-05
Axxcess Wealth Management, LLC
CLOSED05,904-5,904-100%$432.5K$0-$432.5K2026-10-21
Seed Wealth Management, Inc.
CLOSED05,500-5,500-100%$402.9K$0-$402.9K2026-10-20
Novem Group
CLOSED05,027-5,027-100%$368.3K$0-$368.3K2026-10-19
MGO One Seven LLC
CLOSED03,304-3,304-100%$242.1K$0-$242.1K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
CLOSED02,770-2,770-100%$202.9K$0-$202.9K2026-10-23
Cornerstone Planning Group LLC
CLOSED0198-198-100%$13.7K$0-$13.7K2026-10-16
MCF Advisors LLC
CLOSED066-66-100%$4.8K$0-$4.8K2026-10-28
JPMorgan Chase & Co
N/A—2,668,663-2,668,663-100%$192.3M———
Strategic Financial Services, Inc.
N/A—1,774,234-1,774,234-100%$130.0M———
Dynasty Wealth Management, LLC
N/A—1,597,684-1,597,684-100%$117.0M———
Charles Schwab Investment Management Inc
N/A—1,435,813-1,435,813-100%$105.2M———
Wells Fargo & Company
N/A—1,283,385-1,283,385-100%$94.0M———
Ameriprise Financial Inc
N/A—876,080-876,080-100%$64.2M———
Morgan Stanley
N/A—844,813-844,813-100%$61.9M———
LPL Financial LLC
N/A—819,076-819,076-100%$60.0M———
FMR LLC
N/A—699,117-699,117-100%$51.2M———
Raymond James Financial Inc
N/A—649,015-649,015-100%$47.5M———
Pure Financial Advisors, LLC
N/A—584,650-584,650-100%$42.8M———
Envestnet Asset Management Inc
N/A—443,265-443,265-100%$32.5M———
Bank of America Corp
N/A—390,650-390,650-100%$28.6M———
Evolve Private Wealth, LLC
N/A—373,728-373,728-100%$27.4M———
Equitable Holdings, Inc.
N/A—308,939-308,939-100%$22.6M———
Old Mission Capital LLC
N/A—187,149-187,149-100%$13.7M———
Callan Family Office, LLC
N/A—176,831-176,831-100%$13.0M———
Mercer Global Advisors Inc
N/A—156,172-156,172-100%$11.4M———
Foundations Investment Advisors, LLC
N/A—141,335-141,335-100%$10.4M———
Integrated Wealth Concepts LLC
N/A—134,128-134,128-100%$9.8M———
JT Stratford LLC
N/A—130,930-130,930-100%$9.6M———
Federation des caisses Desjardins du Quebec
N/A—115,114-115,114-100%$8.4M———
Jane Street Group, LLC
N/A—112,361-112,361-100%$8.2M———
Royal Bank of Canada
N/A—111,983-111,983-100%$8.2M———
Stokes Family Office, LLC
N/A—87,614-87,614-100%$6.4M———
Modern Wealth Management, LLC
N/A—85,519-85,519-100%$6.3M———
Cerity Partners LLC
N/A—75,219-75,219-100%$5.5M———
Cetera Investment Advisers
N/A—73,946-73,946-100%$5.4M———
MorganRosel Wealth Management, LLC
N/A—68,938-68,938-100%$5.1M———
Sanctuary Advisors, LLC
N/A—62,225-62,225-100%$4.6M———
Veridan Wealth LLC
N/A—59,652-59,652-100%$4.4M———
Storen Legacy Partners, LLC
N/A—58,001-58,001-100%$4.2M———
Bank of Montreal
N/A—57,522-57,522-100%$4.2M———
Osaic Holdings, Inc.
N/A—56,505-56,505-100%$4.1M———
Arax Advisory Partners
N/A—53,053-53,053-100%$3.9M———
Private Advisor Group, LLC
N/A—52,957-52,957-100%$3.9M———
Beacon Pointe Advisors, LLC
N/A—52,779-52,779-100%$3.9M———
Northwestern Mutual Wealth Management Co
N/A—50,239-50,239-100%$3.7M———
Mariner, LLC
N/A—49,247-49,247-100%$3.6M———
Keebeck Wealth Management
N/A—49,184-49,184-100%$3.6M———
HighTower Advisors, LLC
N/A—46,600-46,600-100%$3.4M———
Kastel Capital Advisors, LLC
N/A—41,526-41,526-100%$2.5M———
Quotient Wealth Partners, LLC
N/A—40,119-40,119-100%$2.9M———
5T Wealth, LLC
N/A—31,902-31,902-100%$2.3M———
One Wealth Advisors, LLC
N/A—31,845-31,845-100%$2.3M———
MML Investors Services, LLC
N/A—28,959-28,959-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—28,452-28,452-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—27,992-27,992-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—23,789-23,789-100%$1.7M———
Riverpoint Wealth Management Holdings, LLC
N/A—23,733-23,733-100%$1.7M———
Hirtle & Co., LLC
N/A—21,287-21,287-100%$1.6M———
UBS Group AG
N/A—20,437-20,437-100%$1.5M———
Kickstand Ventures, Llc.
N/A—20,257-20,257-100%$1.5M———
Empirical Asset Management, LLC
N/A—19,261-19,261-100%$1.4M———
Captrust Financial Advisors
N/A—18,795-18,795-100%$1.4M———
O'shaughnessy Asset Management, LLC
N/A—14,511-14,511-100%$1.1M———
Global Retirement Partners, LLC
N/A—14,326-14,326-100%$1.0M———
Lansing Street Advisors
N/A—14,269-14,269-100%$1.0M———
Clearwater Capital Advisors, LLC
N/A—14,148-14,148-100%$1.0M———
Wealth Alliance, LLC
N/A—12,329-12,329-100%$903.2K———
AQR Capital Management LLC
N/A—11,910-11,910-100%$872.5K———
Inspire Advisors, LLC
N/A—10,995-10,995-100%$805.5K———
Rockefeller Capital Management L.P.
N/A—10,815-10,815-100%$792.3K———
Goldman Sachs Group Inc
N/A—9,104-9,104-100%$667.0K———
NewEdge Advisors, LLC
N/A—9,098-9,098-100%$666.5K———
Quantinno Capital Management LP
N/A—9,026-9,026-100%$661.2K———
Quadrature Capital Ltd
N/A—8,596-8,596-100%$629.7K———
KM Capital Management Ltd.
N/A—7,599-7,599-100%$556.7K———
Jordan Park Group LLC
N/A—7,345-7,345-100%$538.1K———
Merit Financial Group, LLC
N/A—6,544-6,544-100%$479.4K———
Fiduciary Trust Co
N/A—6,045-6,045-100%$442.9K———
Atlas Legacy Advisors, LLC
N/A—5,904-5,904-100%$432.5K———
Citadel Advisors LLC
N/A—5,832-5,832-100%$427.3K———
Barnes Wealth Management Group, Inc
N/A—5,630-5,630-100%$412.5K———
Advisory Services Network, LLC
N/A—5,615-5,615-100%$411.4K———
Scotia Capital Inc.
N/A—5,148-5,148-100%$377.1K———
Envestnet Portfolio Solutions, Inc.
N/A—4,758-4,758-100%$348.5K———
Financial Freedom, LLC
N/A—4,714-4,714-100%$345.3K———
Principal Securities, Inc.
N/A—4,603-4,603-100%$337.2K———
Mayflower Financial Advisors, LLC
N/A—3,941-3,941-100%$288.7K———
Resolute Wealth Advisor, Inc.
N/A—3,906-3,906-100%$236.0K———
NewEdge Wealth, LLC
N/A—3,485-3,485-100%$255.3K———
Seeds Investor LLC
N/A—3,378-3,378-100%$247.5K———
RED Reef Advisors LLC
N/A—3,025-3,025-100%$221.6K———
BlackRock, Inc.
N/A—2,954-2,954-100%$216.4K———
SageView Advisory Group, LLC
N/A—2,905-2,905-100%$212.8K———
AE Wealth Management LLC
N/A—2,890-2,890-100%$211.7K———
Wealthspire Advisors, LLC
N/A—2,762-2,762-100%$202.3K———
Savvy Advisors, Inc.
N/A—2,743-2,743-100%$200.9K———
Blair William & Co
N/A—2,630-2,630-100%$192.7K———
Clearstead Advisors, LLC
N/A—1,814-1,814-100%$132.9K———
Aptus Capital Advisors, LLC
N/A—1,380-1,380-100%$101.1K———
Fiduciary Financial Advisors
N/A—971-971-100%$71.1K———
Harbour Investments, Inc.
N/A—906-906-100%$66.4K———
Allworth Financial LP
N/A—849-849-100%$62.2K———
Huntington National Bank
N/A—665-665-100%$48.7K———
Strategic Wealth Partners, Ltd.
N/A—622-622-100%$45.6K———
Innovative Asset Advisors Group, LLC
N/A—549-549-100%$40.2K———
Crewe Advisors LLC
N/A—457-457-100%$33.5K———
Vanguard Advisers Inc
N/A—417-417-100%$30.5K———
Smartleaf Asset Management LLC
N/A—404-404-100%$29.1K———
National Bank of Canada
N/A—204-204-100%$14.9K———
PNC Financial Services Group, Inc.
N/A—106-106-100%$7.8K———
Anchor Investment Management, LLC
N/A—100-100-100%$7.3K———
Napier Financial, LLC
N/A—99-99-100%$7.3K———
Greykasell Wealth Strategies, Inc.
N/A—96-96-100%$7.0K———
Meramec Financial Planners, LLC
N/A—92-92-100%$6.3K———
Atomic Invest LLC
N/A—87-87-100%$6.3K———
Franklin Resources Inc
N/A—47-47-100%$3.4K———
New Republic Capital, LLC
N/A—30-30-100%$2.2K———
Jones Financial Companies Lllp
N/A—7-7-100%$502———
10Elms LLP
N/A—2-2-100%$147———
Showing 243 of 243 institutions