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Ishares 0-5 YR INV GRD Corp (SLQD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,881,207 from 2,077,168
Change-195,961 (-9%)
Value$93.1M (-$11.6M)
Filed 2026-11-04
Adventist Health System Sunbelt Healthcare Corp
NEW
Shares1,795,300
Change+1,795,300
Value$88.8M
Filed 2026-11-02
LJI Wealth Management, LLC
INCREASED
Shares1,648,790 from 1,635,740
Change+13,050 (+1%)
Value$81.6M (-$817.8K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares1,176,681 from 1,186,359
Change-9,678 (-1%)
Value$58.2M (-$1.5M)
Filed 2026-11-06
Farmers & Merchants Investments Inc
INCREASED
Shares1,015,991 from 982,350
Change+33,641 (+3%)
Value$50.3M (+$785.5K)
Filed 2026-10-22
Wiser Wealth Management, Inc
INCREASED
Shares585,596 from 510,292
Change+75,304 (+15%)
Value$29.0M (+$3.3M)
Filed 2026-10-14
Camden National Bank
INCREASED
Shares426,723 from 394,035
Change+32,688 (+8%)
Value$21.1M (+$1.3M)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares425,632 from 448,811
Change-23,179 (-5%)
Value$21.1M (-$1.5M)
Filed 2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares387,229 from 275,433
Change+111,796 (+41%)
Value$19.2M (+$5.3M)
Filed 2026-11-04
Voisard Asset Management Group, Inc.
DECREASED
Shares377,463 from 394,083
Change-16,620 (-4%)
Value$18.7M (-$1.2M)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares269,274 from 265,774
Change+3,500 (+1%)
Value$13.3M (-$65.4K)
Filed 2026-10-29
Integral Investment Advisors, Inc.
INCREASED
Shares268,319 from 250,728
Change+17,591 (+7%)
Value$13.3M (+$646.0K)
Filed 2026-11-03
HighTower Advisors, LLC
DECREASED
Shares185,919 from 189,053
Change-3,134 (-2%)
Value$9.2M (-$324.2K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
INCREASED
Shares161,220 from 144,592
Change+16,628 (+12%)
Value$8.0M (+$693.3K)
Filed 2026-11-02
Ndwm LLC
INCREASED
Shares152,365 from 150,111
Change+2,254 (+2%)
Value$7.5M (-$22.8K)
Filed 2026-11-05
Ifrah Financial Services, Inc.
INCREASED
Shares136,920 from 134,345
Change+2,575 (+2%)
Value$6.8M (+$7.2K)
Filed 2026-10-13
IPG Investment Advisors LLC
INCREASED
Shares120,471 from 119,283
Change+1,188 (+1%)
Value$6.0M (-$47.9K)
Filed 2026-10-30
Alterna Wealth Management, Inc
INCREASED
Shares119,759 from 119,691
Change+68 (+0%)
Value$5.9M (-$103.7K)
Filed 2026-10-27
JGP Wealth Management, LLC
INCREASED
Shares114,515 from 58,816
Change+55,699 (+95%)
Value$5.7M (+$2.7M)
Filed 2026-10-13
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares108,816 from 106,631
Change+2,185 (+2%)
Value$5.4M (+$13.0K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares103,455 from 103,440
Change+15 (+0%)
Value$5.1M (-$91.8K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares99,352 from 93,041
Change+6,311 (+7%)
Value$4.9M (+$229.0K)
Filed 2026-11-04
River Wealth Advisors LLC
DECREASED
Shares92,771 from 93,812
Change-1,041 (-1%)
Value$4.6M (-$135.4K)
Filed 2026-11-09
DecisionPoint Financial, LLC
DECREASED
Shares91,498 from 95,886
Change-4,388 (-5%)
Value$4.5M (-$291.0K)
Filed 2026-10-27
Belpointe Asset Management LLC
INCREASED
Shares86,091 from 81,026
Change+5,065 (+6%)
Value$4.3M (+$178.1K)
Filed 2026-11-09
Trail Ridge Investment Advisors, LLC
INCREASED
Shares85,954 from 82,302
Change+3,652 (+4%)
Value$4.3M (+$107.1K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
DECREASED
Shares81,426 from 83,730
Change-2,304 (-3%)
Value$4.0M (-$188.9K)
Filed 2026-10-05
IFP Advisors, Inc
INCREASED
Shares75,971 from 73,563
Change+2,408 (+3%)
Value$3.8M (+$53.3K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares75,030 from 75,134
Change-104 (0%)
Value$3.7M (-$53.6K)
Filed 2026-10-13
Townsend Financial Planning, LLC
DECREASED
Shares73,297 from 75,379
Change-2,082 (-3%)
Value$3.6M (-$170.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares66,645 from 59,872
Change+6,773 (+11%)
Value$3.3M (+$281.6K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares62,169 from 58,963
Change+3,206 (+5%)
Value$3.1M (+$111.7K)
Filed 2026-10-16
Sugar Maple Asset Management, LLC
DECREASED
Shares58,778 from 62,128
Change-3,350 (-5%)
Value$2.9M (-$221.3K)
Filed 2026-10-13
Kathmere Capital Management, LLC
UNCHANGED
Shares56,764 from 56,764
Change0 (0%)
Value$2.8M (-$50.8K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares55,120 from 57,282
Change-2,162 (-4%)
Value$2.7M (-$158.0K)
Filed 2026-11-02
Fonville Wealth Management LLC
DECREASED
Shares53,489 from 55,173
Change-1,684 (-3%)
Value$2.6M (-$132.7K)
Filed 2026-10-28
Portus Wealth Advisors, LLC
DECREASED
Shares50,777 from 50,963
Change-186 (0%)
Value$2.5M (-$54.8K)
Filed 2026-10-13
Bank of Montreal
INCREASED
Shares50,705 from 47,175
Change+3,530 (+7%)
Value$2.5M (+$132.4K)
Filed 2026-11-09
Life Planning Partners, Inc
DECREASED
Shares50,626 from 50,869
Change-243 (0%)
Value$2.5M (-$57.5K)
Filed 2026-10-28
Turn8 Private Wealth Inc.
INCREASED
Shares48,994 from 41,380
Change+7,614 (+18%)
Value$2.4M (+$339.7K)
Filed 2026-11-05
Topor & Co. Korea
UNCHANGED
Shares42,557 from 42,557
Change0 (0%)
Value$2.1M (-$38.1K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
DECREASED
Shares40,473 from 40,601
Change-128 (0%)
Value$2.0M (-$42.6K)
Filed 2026-10-27
StoneX Group Inc.
DECREASED
Shares34,826 from 37,606
Change-2,780 (-7%)
Value$1.7M (-$171.7K)
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares34,546 from 11,446
Change+23,100 (+202%)
Value$1.7M (+$1.1M)
Filed 2026-10-28
Blue Trust, Inc.
NEW
Shares34,265
Change+34,265
Value$1.7M
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares33,408 from 33,001
Change+407 (+1%)
Value$1.7M (-$12.0K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares32,752 from 36,127
Change-3,375 (-9%)
Value$1.6M (-$199.3K)
Filed 2026-10-23
Cosner Financial Group, LLC
UNCHANGED
Shares32,565 from 32,565
Change0 (0%)
Value$1.6M (-$29.1K)
Filed 2026-11-03
OFC Financial Planning, LLC
DECREASED
Shares30,289 from 31,339
Change-1,050 (-3%)
Value$1.5M (-$80.0K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares27,165 from 21,070
Change+6,095 (+29%)
Value$1.3M (+$282.7K)
Filed 2026-10-21
Private Wealth Management Group, LLC
INCREASED
Shares25,989 from 22,225
Change+3,764 (+17%)
Value$1.3M (+$166.3K)
Filed 2026-10-19
City Center Advisors, LLC
INCREASED
Shares24,570 from 21,816
Change+2,754 (+13%)
Value$1.2M (+$116.8K)
Filed 2026-10-08
Wescott Financial Advisory Group, LLC
DECREASED
Shares22,807 from 23,107
Change-300 (-1%)
Value$1.1M (-$35.5K)
Filed 2026-11-09
FC Advisory LLC
INCREASED
Shares19,840 from 19,589
Change+251 (+1%)
Value$981.6K (-$5.1K)
Filed 2026-10-05
Summa Corp.
INCREASED
Shares18,100 from 18,000
Change+100 (+1%)
Value$895.5K (-$11.2K)
Filed 2026-10-30
Savant Capital, LLC
DECREASED
Shares17,842 from 21,961
Change-4,119 (-19%)
Value$882.8K (-$223.4K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares17,359 from 21,699
Change-4,340 (-20%)
Value$857.2K (-$231.1K)
Filed 2026-11-02
Private Wealth Group, LLC
UNCHANGED
Shares17,019 from 17,019
Change0 (0%)
Value$842.0K (-$15.2K)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares14,650 from 8,013
Change+6,637 (+83%)
Value$726.1K (+$324.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares14,650 from 8,013
Change+6,637 (+83%)
Value$726.1K (+$324.5K)
Filed 2026-10-20
Cedar Point Capital Partners, LLC
INCREASED
Shares13,107 from 12,000
Change+1,107 (+9%)
Value$648.5K (+$44.0K)
Filed 2026-10-29
4J Wealth Management LLC
DECREASED
Shares12,888 from 13,118
Change-230 (-2%)
Value$637.6K (-$23.1K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares12,544 from 24,459
Change-11,915 (-49%)
Value$620.6K (-$611.4K)
Filed 2026-11-05
Probity Advisors, Inc.
DECREASED
Shares12,376 from 12,475
Change-99 (-1%)
Value$612.3K (-$16.1K)
Filed 2026-10-23
Factor Wealth Management LTD
DECREASED
Shares11,824 from 13,727
Change-1,903 (-14%)
Value$585.0K (-$106.4K)
Filed 2026-10-08
Greenup Street Wealth Management LLC
DECREASED
Shares11,696 from 15,275
Change-3,579 (-23%)
Value$578.7K (-$190.7K)
Filed 2026-10-28
Kelly Financial Group LLC
DECREASED
Shares11,176 from 11,186
Change-10 (0%)
Value$552.9K (-$10.5K)
Filed 2026-10-16
Vise Technologies, Inc.
DECREASED
Shares10,882 from 12,918
Change-2,036 (-16%)
Value$538.4K (-$112.3K)
Filed 2026-10-29
Wolff Financial Management LLC
INCREASED
Shares10,636 from 10,519
Change+117 (+1%)
Value$526.2K (-$3.6K)
Filed 2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED
Shares10,494 from 10,494
Change0 (0%)
Value$519.2K (-$9.4K)
Filed 2026-10-06
Barings LLC
UNCHANGED
Shares10,397 from 10,397
Change0 (0%)
Value$514.4K (-$9.3K)
Filed 2026-10-22
Buckhead Capital Management LLC
INCREASED
Shares10,366 from 10,052
Change+314 (+3%)
Value$512.9K (+$6.5K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,044 from 7,495
Change+2,549 (+34%)
Value$496.9K (+$119.4K)
Filed 2026-11-03
Prospera Financial Services Inc
NEW
Shares10,029
Change+10,029
Value$499.3K
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares9,617 from 15,462
Change-5,845 (-38%)
Value$475.8K (-$303.0K)
Filed 2026-11-09
Concurrent Investment Advisors, LLC
INCREASED
Shares9,266 from 8,466
Change+800 (+9%)
Value$458.4K (+$32.0K)
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares9,085 from 8,729
Change+356 (+4%)
Value$449.5K (+$9.8K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares8,421 from 5,931
Change+2,490 (+42%)
Value$416.6K (+$117.9K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares8,180 from 10,945
Change-2,765 (-25%)
Value$404.7K (-$146.6K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares7,768 from 7,789
Change-21 (0%)
Value$384.3K (-$8.0K)
Filed 2026-10-23
Level Financial Advisors
NEW
Shares7,459
Change+7,459
Value$369.0K
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares6,909 from 6,909
Change0 (0%)
Value$348.0K ($0)
Filed 2026-11-06
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares6,907 from 6,907
Change0 (0%)
Value$341.7K (-$6.2K)
Filed 2026-11-05
Level Four Advisory Services, LLC
DECREASED
Shares6,895 from 6,980
Change-85 (-1%)
Value$341.1K (-$10.5K)
Filed 2026-11-06
Hoxton Planning & Management, LLC
INCREASED
Shares6,891 from 6,724
Change+167 (+2%)
Value$340.9K (+$2.2K)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares6,818 from 6,818
Change0 (0%)
Value$337.3K (-$6.1K)
Filed 2026-10-30
Montis Financial, LLC
DECREASED
Shares6,654 from 8,503
Change-1,849 (-22%)
Value$329.2K (-$99.1K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares6,247 from 4,595
Change+1,652 (+36%)
Value$309.1K (+$77.6K)
Filed 2026-10-15
Signature Equity Partners, LLC
NEW
Shares6,040
Change+6,040
Value$298.8K
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares5,986 from 5,684
Change+302 (+5%)
Value$296.2K (+$9.9K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares5,202 from 5,887
Change-685 (-12%)
Value$257.4K (-$39.2K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares5,162 from 5,132
Change+30 (+1%)
Value$255.4K (-$3.1K)
Filed 2026-10-19
Semitam Bonam LLC
UNCHANGED
Shares4,941 from 4,941
Change0 (0%)
Value$244.5K (-$4.4K)
Filed 2026-10-27
Secure Asset Management, LLC
DECREASED
Shares4,663 from 4,890
Change-227 (-5%)
Value$230.7K (-$15.6K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares4,601 from 4,379
Change+222 (+5%)
Value$227.6K (+$7.1K)
Filed 2026-10-28
Weaver Consulting Group
UNCHANGED
Shares4,537 from 4,537
Change0 (0%)
Value$224.5K (-$4.1K)
Filed 2026-10-07
Forza Wealth Management, LLC
NEW
Shares4,450
Change+4,450
Value$220.2K
Filed 2026-10-20
Vaquero Private Wealth, LTD
UNCHANGED
Shares4,351 from 4,351
Change0 (0%)
Value$215.3K (-$3.9K)
Filed 2026-10-27
Avior Wealth Management, LLC
UNCHANGED
Shares4,199 from 4,199
Change0 (0%)
Value$207.7K (-$3.8K)
Filed 2026-10-13
AdvisorNet Financial, Inc
UNCHANGED
Shares4,157 from 4,157
Change0 (0%)
Value$205.6K (-$3.8K)
Filed 2026-10-15
Alhambra Investment Management LLC
DECREASED
Shares4,081 from 4,381
Change-300 (-7%)
Value$201.9K (-$18.8K)
Filed 2026-10-15
CFG Wealth Management Services, Inc.
NEW
Shares4,000
Change+4,000
Value$197.5K
Filed 2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares3,500 from 17,500
Change-14,000 (-80%)
Value$173.2K (-$708.3K)
Filed 2026-11-03
Pittenger & Anderson Inc
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$156.8K (-$2.8K)
Filed 2026-11-02
Harbour Investments, Inc.
DECREASED
Shares2,980 from 3,637
Change-657 (-18%)
Value$147.4K (-$35.8K)
Filed 2026-11-09
Archer Investment Corp
UNCHANGED
Shares2,908 from 2,908
Change0 (0%)
Value$143.9K (-$2.6K)
Filed 2026-11-05
PlanVest Financial, Inc
INCREASED
Shares2,475 from 2,370
Change+105 (+4%)
Value$122.5K (+$3.1K)
Filed 2026-11-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,072 from 2,072
Change0 (0%)
Value$102.5K (-$1.9K)
Filed 2026-10-27
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,011 from 2,011
Change0 (0%)
Value$202.5K (+$20)
Filed 2026-10-15
Guardian Partners Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$99.0K (-$1.8K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares1,905 from 1,942
Change-37 (-2%)
Value$94.3K (-$3.6K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$72.8K (-$1.3K)
Filed 2026-10-09
Godfrey Financial Associates, Inc.
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$71.7K (-$1.3K)
Filed 2026-11-10
IFG Advisory, LLC
INCREASED
Shares1,235 from 1,221
Change+14 (+1%)
Value$61.1K (-$418)
Filed 2026-11-09
Triumph Capital Management
DECREASED
Shares1,118 from 1,351
Change-233 (-17%)
Value$55.3K (-$12.8K)
Filed 2026-10-14
Meramec Financial Planners, LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$50.8K (-$404)
Filed 2026-11-09
CoreCap Advisors, LLC
NEW
Shares904
Change+904
Value$44.7K
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$39.6K (-$715)
Filed 2026-10-20
Buck Wealth Strategies, LLC
DECREASED
Shares746 from 1,021
Change-275 (-27%)
Value$36.9K (-$14.5K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares593 from 602
Change-9 (-1%)
Value$29.3K (-$984)
Filed 2026-10-08
Highland Investment Advisors LLC
INCREASED
Shares509 from 503
Change+6 (+1%)
Value$25.2K (-$172)
Filed 2026-11-09
Heritage Family Offices, LLP
NEW
Shares429
Change+429
Value$21.2K
Filed 2026-11-02
Hanson & Doremus Investment Management
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$21 (-$21.0K)
Filed 2026-10-16
Lodestone Wealth Management LLC
INCREASED
Shares353 from 349
Change+4 (+1%)
Value$17.5K (-$120)
Filed 2026-10-14
Thompson Investment Management, Inc.
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$17.3K (-$312)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
NEW
Shares250
Change+250
Value$12.4K
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares234 from 232
Change+2 (+1%)
Value$11.6K (-$79)
Filed 2026-10-23
Bessemer Group Inc
NEW
Shares210
Change+210
Value$10
Filed 2026-11-09
First Bancorp, Inc
NEW
Shares201
Change+201
Value$9.9K
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares192 from 396
Change-204 (-52%)
Value$9.5K (-$10.5K)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$9.5K (-$172)
Filed 2026-11-05
Markowski Investments
INCREASED
Shares177 from 175
Change+2 (+1%)
Value$8.7K (-$60)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$8.7K (-$157)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares169
Change+169
Value$8.4K
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$6.9K (-$125)
Filed 2026-10-30
RHL Group, LLC
NEW
Shares114
Change+114
Value$5.6K
Filed 2026-11-04
Geneos Wealth Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.9K (-$89)
Filed 2026-11-09
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.7K (-$67)
Filed 2026-11-09
Strengthening Families & Communities, LLC
INCREASED
Shares65 from 64
Change+1 (+2%)
Value$3.2K (-$22)
Filed 2026-10-21
EPG Wealth Management LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (-$33)
Filed 2026-11-03
Gamma Investing LLC
NEW
Shares36
Change+36
Value$1.8K
Filed 2026-10-08
Arlington Trust Co LLC
NEW
Shares20
Change+20
Value$990
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares15 from 2
Change+13 (+650%)
Value$742 (+$641)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$36 ($0)
Filed 2026-11-04
WIN Advisors, Inc
CLOSED
Shares0 from 20,019
Change-20,019 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
PFG Advisors
CLOSED
Shares0 from 7,293
Change-7,293 (-100%)
Value$0 (-$367.4K)
Filed 2026-10-16
Arbor Wealth Management Llc\az
CLOSED
Shares0 from 5,793
Change-5,793 (-100%)
Value$0 (-$291.8K)
Filed 2026-10-20
Novem Group
CLOSED
Shares0 from 4,647
Change-4,647 (-100%)
Value$0 (-$234.1K)
Filed 2026-10-19
Wagner Wealth Management, LLC
CLOSED
Shares0 from 3,362
Change-3,362 (-100%)
Value$0 (-$169.3K)
Filed 2026-10-21
GFS Advisors, LLC
CLOSED
Shares0 from 2,380
Change-2,380 (-100%)
Value$0 (-$898.0K)
Filed 2026-11-03
Central Bank of Brazil
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 2,544,555
Change-2,544,555 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,274,393
Change-1,274,393 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,136,737
Change-1,136,737 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,032,454
Change-1,032,454 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,008,271
Change-1,008,271 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 855,934
Change-855,934 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 824,298
Change-824,298 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 788,528
Change-788,528 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 618,501
Change-618,501 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 507,289
Change-507,289 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 503,384
Change-503,384 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 435,942
Change-435,942 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 418,807
Change-418,807 (-100%)
Value—
Allstate Corp
N/A
Shares— from 350,519
Change-350,519 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 327,118
Change-327,118 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 264,861
Change-264,861 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 256,252
Change-256,252 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 243,866
Change-243,866 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 242,710
Change-242,710 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 220,414
Change-220,414 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 211,186
Change-211,186 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 199,884
Change-199,884 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 194,079
Change-194,079 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 168,814
Change-168,814 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 168,013
Change-168,013 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 166,772
Change-166,772 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 161,697
Change-161,697 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 158,336
Change-158,336 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 151,631
Change-151,631 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 143,690
Change-143,690 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 131,484
Change-131,484 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 130,417
Change-130,417 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 127,022
Change-127,022 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 118,679
Change-118,679 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 113,383
Change-113,383 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 107,010
Change-107,010 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 105,495
Change-105,495 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 103,157
Change-103,157 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 92,863
Change-92,863 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 84,228
Change-84,228 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 79,401
Change-79,401 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 72,626
Change-72,626 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 62,016
Change-62,016 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 60,349
Change-60,349 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 57,188
Change-57,188 (-100%)
Value—
Obsido Oy
N/A
Shares— from 53,176
Change-53,176 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 52,937
Change-52,937 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 43,234
Change-43,234 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,804
Change-42,804 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 42,468
Change-42,468 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 40,235
Change-40,235 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 39,101
Change-39,101 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,847
Change-38,847 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 37,485
Change-37,485 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,960
Change-31,960 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 30,305
Change-30,305 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 30,132
Change-30,132 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,456
Change-27,456 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 26,900
Change-26,900 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 26,174
Change-26,174 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 25,296
Change-25,296 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 25,057
Change-25,057 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 24,379
Change-24,379 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,501
Change-20,501 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,393
Change-20,393 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,554
Change-19,554 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 19,122
Change-19,122 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 18,104
Change-18,104 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,971
Change-17,971 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 17,584
Change-17,584 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,279
Change-17,279 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 17,197
Change-17,197 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 17,154
Change-17,154 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 16,845
Change-16,845 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 14,659
Change-14,659 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,489
Change-14,489 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,077
Change-14,077 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 13,044
Change-13,044 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 11,680
Change-11,680 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 9,926
Change-9,926 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 9,076
Change-9,076 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,733
Change-7,733 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
FMR LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 886
Change-886 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 886
Change-886 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
DECREASED1,881,2072,077,168-195,961-9%$104.6M$93.1M-$11.6M2026-11-04
Adventist Health System Sunbelt Healthcare Corp
NEW1,795,300—+1,795,300——$88.8M—2026-11-02
LJI Wealth Management, LLC
INCREASED1,648,7901,635,740+13,050+1%$82.4M$81.6M-$817.8K2026-10-28
LPL Financial LLC
DECREASED1,176,6811,186,359-9,678-1%$59.8M$58.2M-$1.5M2026-11-06
Farmers & Merchants Investments Inc
INCREASED1,015,991982,350+33,641+3%$49.5M$50.3M+$785.5K2026-10-22
Wiser Wealth Management, Inc
INCREASED585,596510,292+75,304+15%$25.7M$29.0M+$3.3M2026-10-14
Camden National Bank
INCREASED426,723394,035+32,688+8%$19.8M$21.1M+$1.3M2026-11-02
Creative Financial Designs Inc
DECREASED425,632448,811-23,179-5%$22.6M$21.1M-$1.5M2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED387,229275,433+111,796+41%$13.9M$19.2M+$5.3M2026-11-04
Voisard Asset Management Group, Inc.
DECREASED377,463394,083-16,620-4%$19.8M$18.7M-$1.2M2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
INCREASED269,274265,774+3,500+1%$13.4M$13.3M-$65.4K2026-10-29
Integral Investment Advisors, Inc.
INCREASED268,319250,728+17,591+7%$12.6M$13.3M+$646.0K2026-11-03
HighTower Advisors, LLC
DECREASED185,919189,053-3,134-2%$9.5M$9.2M-$324.2K2026-11-10
Commonwealth Equity Services, LLC
INCREASED161,220144,592+16,628+12%$7.3M$8.0M+$693.3K2026-11-02
Ndwm LLC
INCREASED152,365150,111+2,254+2%$7.6M$7.5M-$22.8K2026-11-05
Ifrah Financial Services, Inc.
INCREASED136,920134,345+2,575+2%$6.8M$6.8M+$7.2K2026-10-13
IPG Investment Advisors LLC
INCREASED120,471119,283+1,188+1%$6.0M$6.0M-$47.9K2026-10-30
Alterna Wealth Management, Inc
INCREASED119,759119,691+68+0%$6.0M$5.9M-$103.7K2026-10-27
JGP Wealth Management, LLC
INCREASED114,51558,816+55,699+95%$3.0M$5.7M+$2.7M2026-10-13
Harel Insurance Investments & Financial Services Ltd.
INCREASED108,816106,631+2,185+2%$5.4M$5.4M+$13.0K2026-11-02
Creative Planning
INCREASED103,455103,440+15+0%$5.2M$5.1M-$91.8K2026-11-02
Lido Advisors, LLC
INCREASED99,35293,041+6,311+7%$4.7M$4.9M+$229.0K2026-11-04
River Wealth Advisors LLC
DECREASED92,77193,812-1,041-1%$4.7M$4.6M-$135.4K2026-11-09
DecisionPoint Financial, LLC
DECREASED91,49895,886-4,388-5%$4.8M$4.5M-$291.0K2026-10-27
Belpointe Asset Management LLC
INCREASED86,09181,026+5,065+6%$4.1M$4.3M+$178.1K2026-11-09
Trail Ridge Investment Advisors, LLC
INCREASED85,95482,302+3,652+4%$4.1M$4.3M+$107.1K2026-10-16
Rosenberg Matthew Hamilton
DECREASED81,42683,730-2,304-3%$4.2M$4.0M-$188.9K2026-10-05
IFP Advisors, Inc
INCREASED75,97173,563+2,408+3%$3.7M$3.8M+$53.3K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED75,03075,134-1040%$3.8M$3.7M-$53.6K2026-10-13
Townsend Financial Planning, LLC
DECREASED73,29775,379-2,082-3%$3.8M$3.6M-$170.5K2026-11-02
Kestra Advisory Services, LLC
INCREASED66,64559,872+6,773+11%$3.0M$3.3M+$281.6K2026-11-02
TD Waterhouse Canada Inc.
INCREASED62,16958,963+3,206+5%$3.0M$3.1M+$111.7K2026-10-16
Sugar Maple Asset Management, LLC
DECREASED58,77862,128-3,350-5%$3.1M$2.9M-$221.3K2026-10-13
Kathmere Capital Management, LLC
UNCHANGED56,76456,76400%$2.9M$2.8M-$50.8K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED55,12057,282-2,162-4%$2.9M$2.7M-$158.0K2026-11-02
Fonville Wealth Management LLC
DECREASED53,48955,173-1,684-3%$2.8M$2.6M-$132.7K2026-10-28
Portus Wealth Advisors, LLC
DECREASED50,77750,963-1860%$2.6M$2.5M-$54.8K2026-10-13
Bank of Montreal
INCREASED50,70547,175+3,530+7%$2.4M$2.5M+$132.4K2026-11-09
Life Planning Partners, Inc
DECREASED50,62650,869-2430%$2.6M$2.5M-$57.5K2026-10-28
Turn8 Private Wealth Inc.
INCREASED48,99441,380+7,614+18%$2.1M$2.4M+$339.7K2026-11-05
Topor & Co. Korea
UNCHANGED42,55742,55700%$2.1M$2.1M-$38.1K2026-10-22
Laurel Wealth Advisors LLC
DECREASED40,47340,601-1280%$2.0M$2.0M-$42.6K2026-10-27
StoneX Group Inc.
DECREASED34,82637,606-2,780-7%$1.9M$1.7M-$171.7K2026-11-03
Parsons Capital Management Inc
INCREASED34,54611,446+23,100+202%$576.5K$1.7M+$1.1M2026-10-28
Blue Trust, Inc.
NEW34,265—+34,265——$1.7M—2026-10-15
Thrivent Financial for Lutherans
INCREASED33,40833,001+407+1%$1.7M$1.7M-$12.0K2026-11-05
Sigma Planning Corp
DECREASED32,75236,127-3,375-9%$1.8M$1.6M-$199.3K2026-10-23
Cosner Financial Group, LLC
UNCHANGED32,56532,56500%$1.6M$1.6M-$29.1K2026-11-03
OFC Financial Planning, LLC
DECREASED30,28931,339-1,050-3%$1.6M$1.5M-$80.0K2026-11-06
Assetmark, Inc
INCREASED27,16521,070+6,095+29%$1.1M$1.3M+$282.7K2026-10-21
Private Wealth Management Group, LLC
INCREASED25,98922,225+3,764+17%$1.1M$1.3M+$166.3K2026-10-19
City Center Advisors, LLC
INCREASED24,57021,816+2,754+13%$1.1M$1.2M+$116.8K2026-10-08
Wescott Financial Advisory Group, LLC
DECREASED22,80723,107-300-1%$1.2M$1.1M-$35.5K2026-11-09
FC Advisory LLC
INCREASED19,84019,589+251+1%$986.7K$981.6K-$5.1K2026-10-05
Summa Corp.
INCREASED18,10018,000+100+1%$906.7K$895.5K-$11.2K2026-10-30
Savant Capital, LLC
DECREASED17,84221,961-4,119-19%$1.1M$882.8K-$223.4K2026-11-06
International Assets Investment Management, LLC
DECREASED17,35921,699-4,340-20%$1.1M$857.2K-$231.1K2026-11-02
Private Wealth Group, LLC
UNCHANGED17,01917,01900%$857.2K$842.0K-$15.2K2026-10-19
Diversify Advisory Services, LLC
INCREASED14,6508,013+6,637+83%$401.5K$726.1K+$324.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED14,6508,013+6,637+83%$401.5K$726.1K+$324.5K2026-10-20
Cedar Point Capital Partners, LLC
INCREASED13,10712,000+1,107+9%$604.5K$648.5K+$44.0K2026-10-29
4J Wealth Management LLC
DECREASED12,88813,118-230-2%$660.8K$637.6K-$23.1K2026-11-02
Fifth Third Bancorp
DECREASED12,54424,459-11,915-49%$1.2M$620.6K-$611.4K2026-11-05
Probity Advisors, Inc.
DECREASED12,37612,475-99-1%$628.4K$612.3K-$16.1K2026-10-23
Factor Wealth Management LTD
DECREASED11,82413,727-1,903-14%$691.4K$585.0K-$106.4K2026-10-08
Greenup Street Wealth Management LLC
DECREASED11,69615,275-3,579-23%$769.4K$578.7K-$190.7K2026-10-28
Kelly Financial Group LLC
DECREASED11,17611,186-100%$563.4K$552.9K-$10.5K2026-10-16
Vise Technologies, Inc.
DECREASED10,88212,918-2,036-16%$650.7K$538.4K-$112.3K2026-10-29
Wolff Financial Management LLC
INCREASED10,63610,519+117+1%$529.8K$526.2K-$3.6K2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED10,49410,49400%$528.6K$519.2K-$9.4K2026-10-06
Barings LLC
UNCHANGED10,39710,39700%$523.7K$514.4K-$9.3K2026-10-22
Buckhead Capital Management LLC
INCREASED10,36610,052+314+3%$506.3K$512.9K+$6.5K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED10,0447,495+2,549+34%$377.5K$496.9K+$119.4K2026-11-03
Prospera Financial Services Inc
NEW10,029—+10,029——$499.3K—2026-11-04
Compound Planning, Inc.
DECREASED9,61715,462-5,845-38%$778.8K$475.8K-$303.0K2026-11-09
Concurrent Investment Advisors, LLC
INCREASED9,2668,466+800+9%$426.4K$458.4K+$32.0K2026-10-16
Valmark Advisers, Inc.
INCREASED9,0858,729+356+4%$439.7K$449.5K+$9.8K2026-11-06
Independent Financial Group, LLC
INCREASED8,4215,931+2,490+42%$298.7K$416.6K+$117.9K2026-10-13
Parallel Advisors, LLC
DECREASED8,18010,945-2,765-25%$551.3K$404.7K-$146.6K2026-11-03
Apollon Wealth Management, LLC
DECREASED7,7687,789-210%$392.3K$384.3K-$8.0K2026-10-23
Level Financial Advisors
NEW7,459—+7,459——$369.0K—2026-10-13
Allworth Financial LP
UNCHANGED6,9096,90900%$348.0K$348.0K$02026-11-06
MidAtlantic Capital Management, Inc.
UNCHANGED6,9076,90700%$347.9K$341.7K-$6.2K2026-11-05
Level Four Advisory Services, LLC
DECREASED6,8956,980-85-1%$351.6K$341.1K-$10.5K2026-11-06
Hoxton Planning & Management, LLC
INCREASED6,8916,724+167+2%$338.7K$340.9K+$2.2K2026-10-15
Spire Wealth Management
UNCHANGED6,8186,81800%$343.4K$337.3K-$6.1K2026-10-30
Montis Financial, LLC
DECREASED6,6548,503-1,849-22%$428.3K$329.2K-$99.1K2026-11-04
Atria Investments, Inc
INCREASED6,2474,595+1,652+36%$231.5K$309.1K+$77.6K2026-10-15
Signature Equity Partners, LLC
NEW6,040—+6,040——$298.8K—2026-10-29
Truist Financial Corp
INCREASED5,9865,684+302+5%$286.3K$296.2K+$9.9K2026-10-30
Private Trust Co NA
DECREASED5,2025,887-685-12%$296.5K$257.4K-$39.2K2026-10-20
LexAurum Advisors, LLC
INCREASED5,1625,132+30+1%$258.5K$255.4K-$3.1K2026-10-19
Semitam Bonam LLC
UNCHANGED4,9414,94100%$248.9K$244.5K-$4.4K2026-10-27
Secure Asset Management, LLC
DECREASED4,6634,890-227-5%$246.3K$230.7K-$15.6K2026-10-19
MGO One Seven LLC
INCREASED4,6014,379+222+5%$220.6K$227.6K+$7.1K2026-10-28
Weaver Consulting Group
UNCHANGED4,5374,53700%$228.5K$224.5K-$4.1K2026-10-07
Forza Wealth Management, LLC
NEW4,450—+4,450——$220.2K—2026-10-20
Vaquero Private Wealth, LTD
UNCHANGED4,3514,35100%$219.2K$215.3K-$3.9K2026-10-27
Avior Wealth Management, LLC
UNCHANGED4,1994,19900%$211.5K$207.7K-$3.8K2026-10-13
AdvisorNet Financial, Inc
UNCHANGED4,1574,15700%$209.4K$205.6K-$3.8K2026-10-15
Alhambra Investment Management LLC
DECREASED4,0814,381-300-7%$220.7K$201.9K-$18.8K2026-10-15
CFG Wealth Management Services, Inc.
NEW4,000—+4,000——$197.5K—2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED3,50017,500-14,000-80%$881.5K$173.2K-$708.3K2026-11-03
Pittenger & Anderson Inc
UNCHANGED3,1703,17000%$159.7K$156.8K-$2.8K2026-11-02
Harbour Investments, Inc.
DECREASED2,9803,637-657-18%$183.2K$147.4K-$35.8K2026-11-09
Archer Investment Corp
UNCHANGED2,9082,90800%$146.5K$143.9K-$2.6K2026-11-05
PlanVest Financial, Inc
INCREASED2,4752,370+105+4%$119.4K$122.5K+$3.1K2026-11-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,0722,07200%$104.4K$102.5K-$1.9K2026-10-27
Guyasuta Investment Advisors Inc
UNCHANGED2,0112,01100%$202.4K$202.5K+$202026-10-15
Guardian Partners Inc.
UNCHANGED2,0002,00000%$100.7K$99.0K-$1.8K2026-10-21
Citigroup Inc
DECREASED1,9051,942-37-2%$97.8K$94.3K-$3.6K2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED1,4711,47100%$74.1K$72.8K-$1.3K2026-10-09
Godfrey Financial Associates, Inc.
UNCHANGED1,4501,45000%$73.0K$71.7K-$1.3K2026-11-10
IFG Advisory, LLC
INCREASED1,2351,221+14+1%$61.5K$61.1K-$4182026-11-09
Triumph Capital Management
DECREASED1,1181,351-233-17%$68.1K$55.3K-$12.8K2026-10-14
Meramec Financial Planners, LLC
UNCHANGED1,0221,02200%$51.2K$50.8K-$4042026-11-09
CoreCap Advisors, LLC
NEW904—+904——$44.7K—2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED80080000%$40.3K$39.6K-$7152026-10-20
Buck Wealth Strategies, LLC
DECREASED7461,021-275-27%$51.4K$36.9K-$14.5K2026-10-28
Farther Finance Advisors, LLC
DECREASED593602-9-1%$30.3K$29.3K-$9842026-10-08
Highland Investment Advisors LLC
INCREASED509503+6+1%$25.3K$25.2K-$1722026-11-09
Heritage Family Offices, LLP
NEW429—+429——$21.2K—2026-11-02
Hanson & Doremus Investment Management
UNCHANGED41841800%$21.0K$21-$21.0K2026-10-16
Lodestone Wealth Management LLC
INCREASED353349+4+1%$17.6K$17.5K-$1202026-10-14
Thompson Investment Management, Inc.
UNCHANGED34934900%$17.6K$17.3K-$3122026-10-14
Glass Jacobson Investment Advisors llc
NEW250—+250——$12.4K—2026-10-26
Harbor Asset Planning, Inc.
INCREASED234232+2+1%$11.7K$11.6K-$792026-10-23
Bessemer Group Inc
NEW210—+210——$10—2026-11-09
First Bancorp, Inc
NEW201—+201——$9.9K—2026-10-26
Lanark Financial, Inc.
DECREASED192396-204-52%$20.0K$9.5K-$10.5K2026-10-26
Larson Financial Group LLC
UNCHANGED19219200%$9.7K$9.5K-$1722026-11-05
Markowski Investments
INCREASED177175+2+1%$8.8K$8.7K-$602026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED17517500%$8.8K$8.7K-$1572026-10-30
Nova Financial LLC
NEW169—+169——$8.4K—2026-11-04
MTM Investment Management, LLC
UNCHANGED14014000%$7.1K$6.9K-$1252026-10-30
RHL Group, LLC
NEW114—+114——$5.6K—2026-11-04
Geneos Wealth Management Inc.
UNCHANGED10010000%$5.0K$4.9K-$892026-11-09
Caldwell Sutter Capital, Inc.
UNCHANGED757500%$3.8K$3.7K-$672026-11-09
Strengthening Families & Communities, LLC
INCREASED6564+1+2%$3.2K$3.2K-$222026-10-21
EPG Wealth Management LLC
UNCHANGED373700%$1.9K$1.8K-$332026-11-03
Gamma Investing LLC
NEW36—+36——$1.8K—2026-10-08
Arlington Trust Co LLC
NEW20—+20——$990—2026-10-20
EverSource Wealth Advisors, LLC
INCREASED152+13+650%$101$742+$6412026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED1100%$36$36$02026-11-04
WIN Advisors, Inc
CLOSED020,019-20,019-100%$1.0M$0-$1.0M2026-11-06
PFG Advisors
CLOSED07,293-7,293-100%$367.4K$0-$367.4K2026-10-16
Arbor Wealth Management Llc\az
CLOSED05,793-5,793-100%$291.8K$0-$291.8K2026-10-20
Novem Group
CLOSED04,647-4,647-100%$234.1K$0-$234.1K2026-10-19
Wagner Wealth Management, LLC
CLOSED03,362-3,362-100%$169.3K$0-$169.3K2026-10-21
GFS Advisors, LLC
CLOSED02,380-2,380-100%$898.0K$0-$898.0K2026-11-03
Central Bank of Brazil
UNCHANGED000—$0$0$02026-11-04
Morgan Stanley
N/A—2,544,555-2,544,555-100%$128.2M———
MAI Capital Management
N/A—1,274,393-1,274,393-100%$64.2M———
UBS Group AG
N/A—1,136,737-1,136,737-100%$57.3M———
World Investment Advisors
N/A—1,032,454-1,032,454-100%$52.1M———
Bramshill Investments, LLC
N/A—1,008,271-1,008,271-100%$50.8M———
Royal Bank of Canada
N/A—855,934-855,934-100%$43.1M———
Raymond James Financial Inc
N/A—824,298-824,298-100%$41.5M———
Crews Bank & Trust
N/A—788,528-788,528-100%$39.7M———
Bank of America Corp
N/A—618,501-618,501-100%$31.2M———
Ameriprise Financial Inc
N/A—507,289-507,289-100%$25.5M———
NewEdge Advisors, LLC
N/A—503,384-503,384-100%$25.4M———
Allianz Asset Management GmbH
N/A—435,942-435,942-100%$22.0M———
Vestmark Advisory Solutions, Inc.
N/A—418,807-418,807-100%$21.1M———
Allstate Corp
N/A—350,519-350,519-100%$17.7M———
Colonial Trust Advisors
N/A—327,118-327,118-100%$16.5M———
Cetera Investment Advisers
N/A—264,861-264,861-100%$13.3M———
Waterloo Capital, L.P.
N/A—256,252-256,252-100%$12.9M———
Wells Fargo & Company
N/A—243,866-243,866-100%$12.3M———
Stifel Financial Corp
N/A—242,710-242,710-100%$12.2M———
Northwestern Mutual Wealth Management Co
N/A—220,414-220,414-100%$11.1M———
Envestnet Asset Management Inc
N/A—211,186-211,186-100%$10.6M———
Colonial Trust Co / SC
N/A—199,884-199,884-100%$10.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—194,079-194,079-100%$9.8M———
MML Investors Services, LLC
N/A—168,814-168,814-100%$8.5M———
LaSalle St. Investment Advisors, LLC
N/A—168,013-168,013-100%$8.5M———
OneDigital Investment Advisors LLC
N/A—166,772-166,772-100%$8.4M———
Loomis Sayles & Co L P
N/A—161,697-161,697-100%$8.1M———
Sierra Capital LLC
N/A—158,336-158,336-100%$8.0M———
JPMorgan Chase & Co
N/A—151,631-151,631-100%$7.6M———
Saiph Capital, LLC
N/A—143,690-143,690-100%$7.2M———
Summit Financial, LLC
N/A—131,484-131,484-100%$6.6M———
Federation des caisses Desjardins du Quebec
N/A—130,417-130,417-100%$6.6M———
Financial Engines Advisors L.L.C.
N/A—127,022-127,022-100%$6.4M———
Scotia Capital Inc.
N/A—118,679-118,679-100%$6.0M———
BlackRock, Inc.
N/A—113,383-113,383-100%$5.7M———
Waverly Advisors, LLC
N/A—107,010-107,010-100%$5.4M———
Sanctuary Advisors, LLC
N/A—105,495-105,495-100%$5.3M———
JT Stratford LLC
N/A—103,157-103,157-100%$5.2M———
Tiaa Trust, National Association
N/A—92,863-92,863-100%$4.7M———
Osaic Holdings, Inc.
N/A—84,228-84,228-100%$4.2M———
Fairview Capital Investment Management, LLC
N/A—79,401-79,401-100%$4.0M———
Jones Financial Companies Lllp
N/A—72,626-72,626-100%$3.7M———
Goldman Sachs Group Inc
N/A—62,016-62,016-100%$3.1M———
Rockbridge Investment Management, LCC
N/A—60,349-60,349-100%$3.0M———
Quantinno Capital Management LP
N/A—57,188-57,188-100%$2.9M———
Obsido Oy
N/A—53,176-53,176-100%$2.7M———
Focus Partners Advisor Solutions, LLC
N/A—52,937-52,937-100%$2.7M———
BNP Paribas Financial Markets
N/A—50,000-50,000-100%$2.5M———
Argent Advisors, Inc.
N/A—43,234-43,234-100%$2.2M———
Mariner, LLC
N/A—42,804-42,804-100%$2.2M———
American Wealth Advisors, LLC
N/A—42,468-42,468-100%$2.1M———
Vista Investment Management
N/A—40,235-40,235-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—39,101-39,101-100%$2.0M———
Mercer Global Advisors Inc
N/A—38,847-38,847-100%$2.0M———
Biondo Investment Advisors, LLC
N/A—37,485-37,485-100%$1.9M———
Janney Montgomery Scott LLC
N/A—31,960-31,960-100%$1.6M———
Curi Capital, LLC
N/A—30,305-30,305-100%$1.5M———
Equitable Holdings, Inc.
N/A—30,132-30,132-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—27,456-27,456-100%$1.4M———
W1m Asset Management Ltd
N/A—26,900-26,900-100%$1.4M———
Cary Street Partners Financial LLC
N/A—26,174-26,174-100%$1.3M———
American Money Management, LLC
N/A—25,296-25,296-100%$1.3M———
Advisors Capital Management, LLC
N/A—25,057-25,057-100%$1.3M———
Garden State Investment Advisory Services LLC
N/A—24,379-24,379-100%$1.2M———
Mutual Advisors, LLC
N/A—20,501-20,501-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—20,393-20,393-100%$1.0M———
Arkadios Wealth Advisors
N/A—19,554-19,554-100%$984.9K———
Rehmann Capital Advisory Group
N/A—19,122-19,122-100%$963.2K———
GeoWealth Management, LLC
N/A—18,104-18,104-100%$911.9K———
Private Advisor Group, LLC
N/A—17,971-17,971-100%$905.2K———
Fortis Capital Management LLC
N/A—17,584-17,584-100%$885.7K———
Baird Financial Group, Inc.
N/A—17,279-17,279-100%$870.3K———
Insigneo Advisory Services, LLC
N/A—17,197-17,197-100%$866.2K———
Rothschild Wealth LLC
N/A—17,154-17,154-100%$864.0K———
Mmbg Investment Advisors Co.
N/A—16,964-16,964-100%$854.5K———
Capital Financial Group Inc\co\
N/A—16,845-16,845-100%$848.5K———
Stokes Family Office, LLC
N/A—14,659-14,659-100%$738.4K———
CIBC World Market Inc.
N/A—14,489-14,489-100%$729.8K———
Principal Securities, Inc.
N/A—14,077-14,077-100%$709.0K———
Advisory Alpha, LLC
N/A—13,044-13,044-100%$657.0K———
Pitcairn Wealth Advisors LLC
N/A—11,680-11,680-100%$588.3K———
Rialto Wealth Management, LLC
N/A—10,789-10,789-100%$543.4K———
Investment Advisory Group, LLC
N/A—10,676-10,676-100%$537.8K———
Alpha Financial Partners LLC
N/A—9,926-9,926-100%$500.0K———
One Wealth Advisors, LLC
N/A—9,076-9,076-100%$457.2K———
Pettyjohn, Wood & White, Inc
N/A—8,790-8,790-100%$442.8K———
TRB Wealth Management, LLC
N/A—7,840-7,840-100%$394.9K———
Rockefeller Capital Management L.P.
N/A—7,733-7,733-100%$389.5K———
TRU Independence Asset Management 2, LLC
N/A—6,552-6,552-100%$330.0K———
Disciplined Investments, LLC
N/A—6,426-6,426-100%$323.7K———
Advisory Services Network, LLC
N/A—6,391-6,391-100%$321.9K———
HSBC Holdings PLC
N/A—6,382-6,382-100%$321.5K———
Davis Wealth Advisors, LLC
N/A—6,049-6,049-100%$304.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,939-5,939-100%$299.1K———
Boreal Capital Management LLC
N/A—5,060-5,060-100%$254.9K———
Arax Advisory Partners
N/A—5,037-5,037-100%$253.7K———
Focus Partners Wealth
N/A—4,996-4,996-100%$251.7K———
Headinvest, LLC
N/A—4,345-4,345-100%$218.9K———
Seeds Investor LLC
N/A—4,303-4,303-100%$216.7K———
CreativeOne Wealth, LLC
N/A—4,166-4,166-100%$209.9K———
Franklin Resources Inc
N/A—3,350-3,350-100%$168.7K———
Global Retirement Partners, LLC
N/A—3,326-3,326-100%$167.5K———
National Bank of Canada
N/A—2,160-2,160-100%$108.8K———
LRI Investments, LLC
N/A—1,960-1,960-100%$98.7K———
Medallion Wealth Advisors, LLC
N/A—1,201-1,201-100%$61.9K———
FMR LLC
N/A—997-997-100%$50.2K———
AE Wealth Management LLC
N/A—958-958-100%$48.3K———
BFC Planning, Inc.
N/A—886-886-100%$44.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—886-886-100%$44.6K———
MRP Capital Investments, LLC
N/A—885-885-100%$44.6K———
Smartleaf Asset Management LLC
N/A—580-580-100%$29.2K———
CVA Family Office, LLC
N/A—567-567-100%$28.6K———
IMA Advisory Services, Inc.
N/A—320-320-100%$16.1K———
Steward Partners Investment Advisory, LLC
N/A—163-163-100%$8.2K———
Cary Street Partners Investment Advisory LLC
N/A—109-109-100%$5.5K———
Aptus Capital Advisors, LLC
N/A—102-102-100%$5.1K———
New England Asset Management Inc
N/A—100-100-100%$5.0K———
O'shaughnessy Asset Management, LLC
N/A—13-13-100%$655———
Tiaa Wealth Investment Management LLC
N/A—11-11-100%$592———
Huntington National Bank
N/A—1-1-100%$50———
Showing 271 of 271 institutions