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Ishares International Small (ISCF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares759,803 from 774,242
Change-14,439 (-2%)
Value$33.9M (+$415.9K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares548,116 from 500,113
Change+48,003 (+10%)
Value$24.5M (+$2.8M)
Filed 2026-11-05
Phoenix Wealth Advisors
DECREASED
Shares276,178 from 278,022
Change-1,844 (-1%)
Value$12.3M (+$298.5K)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares196,928 from 190,869
Change+6,059 (+3%)
Value$8.8M (+$532.1K)
Filed 2026-10-19
SouthState Bank Corp
INCREASED
Shares191,604 from 177,569
Change+14,035 (+8%)
Value$8.6M (+$870.1K)
Filed 2026-11-09
Focus Financial Network, Inc.
INCREASED
Shares177,046 from 164,366
Change+12,680 (+8%)
Value$7.9M (+$791.5K)
Filed 2026-10-14
Eagle Strategies LLC
DECREASED
Shares176,741 from 180,163
Change-3,422 (-2%)
Value$7.9M (+$94.0K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
INCREASED
Shares149,532 from 114,460
Change+35,072 (+31%)
Value$6.7M (+$1.7M)
Filed 2026-10-28
McAdam, LLC
DECREASED
Shares146,662 from 148,750
Change-2,088 (-1%)
Value$6.5M (+$110.6K)
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
INCREASED
Shares130,627 from 110,204
Change+20,423 (+19%)
Value$5.8M (+$1.1M)
Filed 2026-10-09
Bedel Financial Consulting, Inc.
DECREASED
Shares119,015 from 121,298
Change-2,283 (-2%)
Value$5.3M (+$64.2K)
Filed 2026-11-06
Bell Investment Advisors, Inc
DECREASED
Shares96,288 from 104,448
Change-8,160 (-8%)
Value$4.3M (-$221.3K)
Filed 2026-10-29
White Wing Wealth Management
INCREASED
Shares91,879 from 89,517
Change+2,362 (+3%)
Value$4.1M (+$228.1K)
Filed 2026-11-09
Intrua Financial, LLC
DECREASED
Shares63,870 from 69,266
Change-5,396 (-8%)
Value$2.9M (-$146.1K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares53,079 from 55,975
Change-2,896 (-5%)
Value$2.4M (-$52.6K)
Filed 2026-10-08
KWB Wealth
INCREASED
Shares52,018 from 51,346
Change+672 (+1%)
Value$2.3M (+$100.4K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares45,321 from 77,646
Change-32,325 (-42%)
Value$2.0M (-$1.3M)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED
Shares44,064 from 43,524
Change+540 (+1%)
Value$2.0M (+$83.7K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares43,400 from 40,916
Change+2,484 (+6%)
Value$1.9M (+$167.0K)
Filed 2026-10-09
Bank of New York Mellon Corp
UNCHANGED
Shares37,123 from 37,123
Change0 (0%)
Value$1.7M (+$50.9K)
Filed 2026-11-05
Modera Wealth Management, LLC
UNCHANGED
Shares34,684 from 34,684
Change0 (0%)
Value$1.5M (+$47.5K)
Filed 2026-10-28
Layline Advisors, LLC
DECREASED
Shares29,275 from 29,305
Change-30 (0%)
Value$1.3M (+$38.8K)
Filed 2026-11-02
Certified Advisory Corp
DECREASED
Shares28,971 from 29,186
Change-215 (-1%)
Value$1.3M (+$30.4K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares28,097 from 28,241
Change-144 (-1%)
Value$1.3M (+$32.0K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares24,957 from 14,599
Change+10,358 (+71%)
Value$1.1M (+$463.2K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
UNCHANGED
Shares24,437 from 24,437
Change0 (0%)
Value$1.1M (+$3.2K)
Filed 2026-10-27
Montis Financial, LLC
DECREASED
Shares23,886 from 24,009
Change-123 (-1%)
Value$1.1M (+$27.4K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares23,587 from 22,963
Change+624 (+3%)
Value$1.1M (+$59.3K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares23,257 from 23,644
Change-387 (-2%)
Value$1.0M (+$15.1K)
Filed 2026-10-16
Financial Freedom, LLC
DECREASED
Shares23,113 from 80,592
Change-57,479 (-71%)
Value$1.0M (-$2.5M)
Filed 2026-11-06
Longview Financial Advisors, Inc.
DECREASED
Shares22,555 from 25,068
Change-2,513 (-10%)
Value$1.0M (-$77.9K)
Filed 2026-10-09
RHS Financial, LLC
DECREASED
Shares19,798 from 20,067
Change-269 (-1%)
Value$884.2K (+$15.5K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares18,092 from 17,938
Change+154 (+1%)
Value$808.0K (+$31.5K)
Filed 2026-10-28
Stonebridge Wealth Management, LLC
DECREASED
Shares17,593 from 18,914
Change-1,321 (-7%)
Value$785.7K (-$33.1K)
Filed 2026-10-09
Narus Financial Partners, LLC
INCREASED
Shares16,804 from 15,807
Change+997 (+6%)
Value$750.5K (+$66.2K)
Filed 2026-10-19
Belpointe Asset Management LLC
INCREASED
Shares16,729 from 8,476
Change+8,253 (+97%)
Value$747.1K (+$380.2K)
Filed 2026-11-09
Hengehold Capital Management LLC
DECREASED
Shares16,483 from 16,809
Change-326 (-2%)
Value$736.1K (+$8.5K)
Filed 2026-10-16
Index Fund Advisors, Inc.
DECREASED
Shares15,509 from 16,868
Change-1,359 (-8%)
Value$692.6K (-$37.6K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,392 from 7,905
Change+7,487 (+95%)
Value$677.6K (+$331.1K)
Filed 2026-10-13
Verdence Capital Advisors LLC
NEW
Shares13,698
Change+13,698
Value$611.7K
Filed 2026-10-26
Great Valley Advisor Group, Inc.
UNCHANGED
Shares11,949 from 11,949
Change0 (0%)
Value$533.5K (+$16.1K)
Filed 2026-11-09
Flynn Zito Capital Management, LLC
DECREASED
Shares11,467 from 11,748
Change-281 (-2%)
Value$512.1K (+$3.5K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares11,109 from 11,526
Change-417 (-4%)
Value$496.1K (-$2.8K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares10,441 from 9,440
Change+1,001 (+11%)
Value$466.3K (+$57.6K)
Filed 2026-11-02
Dynamic Financial Group
INCREASED
Shares10,076 from 9,570
Change+506 (+5%)
Value$450.0K (+$35.7K)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
DECREASED
Shares9,987 from 10,063
Change-76 (-1%)
Value$446.0K (+$10.4K)
Filed 2026-10-30
Ariadne Wealth Management, LP
DECREASED
Shares9,362 from 9,498
Change-136 (-1%)
Value$418.1K (+$6.9K)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares8,533 from 8,614
Change-81 (-1%)
Value$381.1K (+$8.2K)
Filed 2026-11-06
Fortis Capital Advisors, LLC
INCREASED
Shares8,487 from 8,476
Change+11 (+0%)
Value$379.0K (+$12.1K)
Filed 2026-11-09
Sentinel Pension Advisors, LLC
DECREASED
Shares8,479 from 8,487
Change-8 (0%)
Value$378.7K (+$9.5K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares7,077 from 5,335
Change+1,742 (+33%)
Value$316.1K (+$85.1K)
Filed 2026-10-13
Western Wealth Management, LLC
UNCHANGED
Shares7,018 from 7,018
Change0 (0%)
Value$313.4K (+$9.6K)
Filed 2026-11-09
Perryman Financial Advisory Inc
UNCHANGED
Shares6,386 from 6,386
Change0 (0%)
Value$285.2K (+$8.7K)
Filed 2026-10-16
TAGStone Capital, Inc.
NEW
Shares6,169
Change+6,169
Value$275.5K
Filed 2026-11-09
Wedbush Securities Inc
INCREASED
Shares6,152 from 5,445
Change+707 (+13%)
Value$275.0K (+$39.0K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
UNCHANGED
Shares5,957 from 5,957
Change0 (0%)
Value$266.0K (+$8.2K)
Filed 2026-10-22
Moller Wealth Partners
UNCHANGED
Shares5,805 from 5,805
Change0 (0%)
Value$259.3K (+$8.0K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,696 from 5,691
Change+5 (+0%)
Value$254.4K (+$8.0K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares5,655 from 6,093
Change-438 (-7%)
Value$252.5K (-$11.2K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares4,840 from 4,670
Change+170 (+4%)
Value$216.2K (+$14.0K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares4,753 from 4,753
Change0 (0%)
Value$212.3K (+$6.5K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$209.5K (+$6.4K)
Filed 2026-10-13
GHP Investment Advisors, Inc.
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$194.7K (+$6.0K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$116.0K (+$115.9K)
Filed 2026-10-27
Asset Dedication, LLC
INCREASED
Shares2,156 from 1,809
Change+347 (+19%)
Value$96.3K (+$18.0K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,076 from 22,488
Change-20,412 (-91%)
Value$92.7K (-$880.8K)
Filed 2026-10-14
SYM Financial Corp
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$67.6K (+$2.1K)
Filed 2026-10-26
Phillip James Consulting Co.
NEW
Shares1,370
Change+1,370
Value$61.2K
Filed 2026-11-03
Owl Creek Wealth Partners LLC
INCREASED
Shares1,320 from 418
Change+902 (+216%)
Value$59.0K (+$40.9K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$35.7K (+$614)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$33.6K (+$1.0K)
Filed 2026-11-05
Rossby Financial, LCC
DECREASED
Shares688 from 834
Change-146 (-18%)
Value$30.7K (-$5.4K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares615 from 394
Change+221 (+56%)
Value$27.5K (+$10.4K)
Filed 2026-11-04
Harbour Investments, Inc.
DECREASED
Shares444 from 452
Change-8 (-2%)
Value$19.8K (+$262)
Filed 2026-11-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$10.8K (+$330)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$9.4K (+$288)
Filed 2026-10-30
Bank of Montreal
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$3.5K (+$106)
Filed 2026-11-09
Princeton Global Asset Management LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.4K (+$73)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.8K (+$54)
Filed 2026-11-03
Arbor Capital Management Inc
CLOSED
Shares0 from 9,351
Change-9,351 (-100%)
Value$0 (-$405.1K)
Filed 2026-10-21
Assetmark, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$43)
Filed 2026-10-21
Main Street Research LLC
N/A
Shares— from 2,027,356
Change-2,027,356 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 688,053
Change-688,053 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 399,825
Change-399,825 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 397,446
Change-397,446 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 274,582
Change-274,582 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 271,793
Change-271,793 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 256,093
Change-256,093 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 231,319
Change-231,319 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 231,225
Change-231,225 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 207,092
Change-207,092 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 159,583
Change-159,583 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 145,343
Change-145,343 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 131,059
Change-131,059 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 127,193
Change-127,193 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 101,461
Change-101,461 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 79,035
Change-79,035 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 78,282
Change-78,282 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 74,742
Change-74,742 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 71,491
Change-71,491 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 56,312
Change-56,312 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 53,214
Change-53,214 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 53,150
Change-53,150 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 51,063
Change-51,063 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 44,061
Change-44,061 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 42,993
Change-42,993 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 39,083
Change-39,083 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 35,340
Change-35,340 (-100%)
Value—
&partners
N/A
Shares— from 32,076
Change-32,076 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 32,029
Change-32,029 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 29,444
Change-29,444 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,264
Change-25,264 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 19,862
Change-19,862 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,041
Change-19,041 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,891
Change-17,891 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 17,590
Change-17,590 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 16,517
Change-16,517 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 14,814
Change-14,814 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,661
Change-14,661 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,123
Change-14,123 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,520
Change-12,520 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,860
Change-9,860 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,694
Change-8,694 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,428
Change-6,428 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 812
Change-812 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 237
Change-237 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 146
Change-146 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
UBS Group AG
N/A
Shares— from 81
Change-81 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 37
Change-37 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED759,803774,242-14,439-2%$33.5M$33.9M+$415.9K2026-11-06
Larson Financial Group LLC
INCREASED548,116500,113+48,003+10%$21.6M$24.5M+$2.8M2026-11-05
Phoenix Wealth Advisors
DECREASED276,178278,022-1,844-1%$12.0M$12.3M+$298.5K2026-11-03
Courier Capital LLC
INCREASED196,928190,869+6,059+3%$8.3M$8.8M+$532.1K2026-10-19
SouthState Bank Corp
INCREASED191,604177,569+14,035+8%$7.7M$8.6M+$870.1K2026-11-09
Focus Financial Network, Inc.
INCREASED177,046164,366+12,680+8%$7.1M$7.9M+$791.5K2026-10-14
Eagle Strategies LLC
DECREASED176,741180,163-3,422-2%$7.8M$7.9M+$94.0K2026-10-16
Exchange Traded Concepts, LLC
INCREASED149,532114,460+35,072+31%$5.0M$6.7M+$1.7M2026-10-28
McAdam, LLC
DECREASED146,662148,750-2,088-1%$6.4M$6.5M+$110.6K2026-10-21
Williams & Novak Wealth Management, LLC
INCREASED130,627110,204+20,423+19%$4.8M$5.8M+$1.1M2026-10-09
Bedel Financial Consulting, Inc.
DECREASED119,015121,298-2,283-2%$5.3M$5.3M+$64.2K2026-11-06
Bell Investment Advisors, Inc
DECREASED96,288104,448-8,160-8%$4.5M$4.3M-$221.3K2026-10-29
White Wing Wealth Management
INCREASED91,87989,517+2,362+3%$3.9M$4.1M+$228.1K2026-11-09
Intrua Financial, LLC
DECREASED63,87069,266-5,396-8%$3.0M$2.9M-$146.1K2026-10-28
Farther Finance Advisors, LLC
DECREASED53,07955,975-2,896-5%$2.4M$2.4M-$52.6K2026-10-08
KWB Wealth
INCREASED52,01851,346+672+1%$2.2M$2.3M+$100.4K2026-10-16
Commonwealth Equity Services, LLC
DECREASED45,32177,646-32,325-42%$3.4M$2.0M-$1.3M2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED44,06443,524+540+1%$1.9M$2.0M+$83.7K2026-10-26
Breakwater Capital Group
INCREASED43,40040,916+2,484+6%$1.8M$1.9M+$167.0K2026-10-09
Bank of New York Mellon Corp
UNCHANGED37,12337,12300%$1.6M$1.7M+$50.9K2026-11-05
Modera Wealth Management, LLC
UNCHANGED34,68434,68400%$1.5M$1.5M+$47.5K2026-10-28
Layline Advisors, LLC
DECREASED29,27529,305-300%$1.3M$1.3M+$38.8K2026-11-02
Certified Advisory Corp
DECREASED28,97129,186-215-1%$1.3M$1.3M+$30.4K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED28,09728,241-144-1%$1.2M$1.3M+$32.0K2026-11-02
Savant Capital, LLC
INCREASED24,95714,599+10,358+71%$651.4K$1.1M+$463.2K2026-11-06
Chicago Partners Investment Group LLC
UNCHANGED24,43724,43700%$1.1M$1.1M+$3.2K2026-10-27
Montis Financial, LLC
DECREASED23,88624,009-123-1%$1.0M$1.1M+$27.4K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED23,58722,963+624+3%$994.1K$1.1M+$59.3K2026-11-05
Pension & Wealth Management Advisors, Inc.
DECREASED23,25723,644-387-2%$1.0M$1.0M+$15.1K2026-10-16
Financial Freedom, LLC
DECREASED23,11380,592-57,479-71%$3.5M$1.0M-$2.5M2026-11-06
Longview Financial Advisors, Inc.
DECREASED22,55525,068-2,513-10%$1.1M$1.0M-$77.9K2026-10-09
RHS Financial, LLC
DECREASED19,79820,067-269-1%$868.7K$884.2K+$15.5K2026-10-13
D.A. Davidson & Co.
INCREASED18,09217,938+154+1%$776.5K$808.0K+$31.5K2026-10-28
Stonebridge Wealth Management, LLC
DECREASED17,59318,914-1,321-7%$818.8K$785.7K-$33.1K2026-10-09
Narus Financial Partners, LLC
INCREASED16,80415,807+997+6%$684.3K$750.5K+$66.2K2026-10-19
Belpointe Asset Management LLC
INCREASED16,7298,476+8,253+97%$366.9K$747.1K+$380.2K2026-11-09
Hengehold Capital Management LLC
DECREASED16,48316,809-326-2%$727.7K$736.1K+$8.5K2026-10-16
Index Fund Advisors, Inc.
DECREASED15,50916,868-1,359-8%$730.2K$692.6K-$37.6K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED15,3927,905+7,487+95%$346.5K$677.6K+$331.1K2026-10-13
Verdence Capital Advisors LLC
NEW13,698—+13,698——$611.7K—2026-10-26
Great Valley Advisor Group, Inc.
UNCHANGED11,94911,94900%$517.3K$533.5K+$16.1K2026-11-09
Flynn Zito Capital Management, LLC
DECREASED11,46711,748-281-2%$508.6K$512.1K+$3.5K2026-11-04
Perigon Wealth Management, LLC
DECREASED11,10911,526-417-4%$498.9K$496.1K-$2.8K2026-10-22
Creative Planning
INCREASED10,4419,440+1,001+11%$408.7K$466.3K+$57.6K2026-11-02
Dynamic Financial Group
INCREASED10,0769,570+506+5%$414.3K$450.0K+$35.7K2026-10-28
TCI Wealth Advisors, Inc.
DECREASED9,98710,063-76-1%$435.6K$446.0K+$10.4K2026-10-30
Ariadne Wealth Management, LP
DECREASED9,3629,498-136-1%$411.1K$418.1K+$6.9K2026-11-06
Merit Financial Group, LLC
DECREASED8,5338,614-81-1%$372.9K$381.1K+$8.2K2026-11-06
Fortis Capital Advisors, LLC
INCREASED8,4878,476+11+0%$366.9K$379.0K+$12.1K2026-11-09
Sentinel Pension Advisors, LLC
DECREASED8,4798,487-80%$369.2K$378.7K+$9.5K2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED7,0775,335+1,742+33%$231.0K$316.1K+$85.1K2026-10-13
Western Wealth Management, LLC
UNCHANGED7,0187,01800%$303.8K$313.4K+$9.6K2026-11-09
Perryman Financial Advisory Inc
UNCHANGED6,3866,38600%$276.4K$285.2K+$8.7K2026-10-16
TAGStone Capital, Inc.
NEW6,169—+6,169——$275.5K—2026-11-09
Wedbush Securities Inc
INCREASED6,1525,445+707+13%$236.0K$275.0K+$39.0K2026-10-22
Beaumont Financial Advisors, LLC
UNCHANGED5,9575,95700%$257.9K$266.0K+$8.2K2026-10-22
Moller Wealth Partners
UNCHANGED5,8055,80500%$251.3K$259.3K+$8.0K2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED5,6965,691+5+0%$246.3K$254.4K+$8.0K2026-10-13
Moneco Advisors, LLC
DECREASED5,6556,093-438-7%$263.8K$252.5K-$11.2K2026-11-05
Integrated Advisors Network LLC
INCREASED4,8404,670+170+4%$202.2K$216.2K+$14.0K2026-10-20
McKinley Carter Wealth Services, Inc.
UNCHANGED4,7534,75300%$205.7K$212.3K+$6.5K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED4,6904,69000%$203.0K$209.5K+$6.4K2026-10-13
GHP Investment Advisors, Inc.
UNCHANGED4,3604,36000%$188.7K$194.7K+$6.0K2026-10-15
Capital Advisors, Ltd. LLC
UNCHANGED2,6002,60000%$113$116.0K+$115.9K2026-10-27
Asset Dedication, LLC
INCREASED2,1561,809+347+19%$78.3K$96.3K+$18.0K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,07622,488-20,412-91%$973.5K$92.7K-$880.8K2026-10-14
SYM Financial Corp
UNCHANGED1,5131,51300%$65.5K$67.6K+$2.1K2026-10-26
Phillip James Consulting Co.
NEW1,370—+1,370——$61.2K—2026-11-03
Owl Creek Wealth Partners LLC
INCREASED1,320418+902+216%$18.1K$59.0K+$40.9K2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED80680600%$35.1K$35.7K+$6142026-10-16
US Bancorp \de\
UNCHANGED75275200%$32.6K$33.6K+$1.0K2026-11-05
Rossby Financial, LCC
DECREASED688834-146-18%$36.1K$30.7K-$5.4K2026-11-05
AlphaCore Capital LLC
INCREASED615394+221+56%$17.1K$27.5K+$10.4K2026-11-04
Harbour Investments, Inc.
DECREASED444452-8-2%$19.6K$19.8K+$2622026-11-09
Signature Resources Capital Management, LLC
UNCHANGED24124100%$10.4K$10.8K+$3302026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED21021000%$9.1K$9.4K+$2882026-10-30
Bank of Montreal
UNCHANGED787800%$3.4K$3.5K+$1062026-11-09
Princeton Global Asset Management LLC
UNCHANGED535300%$2.3K$2.4K+$732026-10-21
Parallel Advisors, LLC
UNCHANGED404000%$1.7K$1.8K+$542026-11-03
Arbor Capital Management Inc
CLOSED09,351-9,351-100%$405.1K$0-$405.1K2026-10-21
Assetmark, Inc
CLOSED01-1-100%$43$0-$432026-10-21
Main Street Research LLC
N/A—2,027,356-2,027,356-100%$87.8M———
Evolve Private Wealth, LLC
N/A—688,053-688,053-100%$29.8M———
Northwestern Mutual Wealth Management Co
N/A—399,825-399,825-100%$17.3M———
TRB Wealth Management, LLC
N/A—397,446-397,446-100%$17.2M———
Causey Wealth LLC
N/A—274,582-274,582-100%$11.9M———
Modern Wealth Management, LLC
N/A—271,793-271,793-100%$11.8M———
Janney Montgomery Scott LLC
N/A—256,093-256,093-100%$11.1M———
Cetera Investment Advisers
N/A—231,319-231,319-100%$10.0M———
Financial Strategies Group, Inc.
N/A—231,225-231,225-100%$10.1M———
Advisors Capital Management, LLC
N/A—207,092-207,092-100%$9.0M———
Stifel Financial Corp
N/A—159,583-159,583-100%$6.9M———
Beacon Pointe Advisors, LLC
N/A—145,343-145,343-100%$6.3M———
Cerity Partners LLC
N/A—131,059-131,059-100%$5.7M———
Beaird Harris Wealth Management, LLC
N/A—127,193-127,193-100%$5.5M———
MML Investors Services, LLC
N/A—101,461-101,461-100%$4.4M———
Bank of America Corp
N/A—79,035-79,035-100%$3.4M———
HighTower Advisors, LLC
N/A—78,282-78,282-100%$3.4M———
Susquehanna International Group, LLP
N/A—74,742-74,742-100%$3.2M———
Envestnet Asset Management Inc
N/A—71,491-71,491-100%$3.1M———
JBF Capital, Inc.
N/A—56,312-56,312-100%$2.4M———
Mercer Global Advisors Inc
N/A—53,214-53,214-100%$2.3M———
AllGen Financial Advisors, Inc.
N/A—53,150-53,150-100%$2.3M———
Faithward Advisors, LLC
N/A—51,063-51,063-100%$2.2M———
Osaic Holdings, Inc.
N/A—44,061-44,061-100%$1.9M———
Raymond James Financial Inc
N/A—42,993-42,993-100%$1.9M———
Benjamin Edwards Inc
N/A—39,083-39,083-100%$1.7M———
Waverly Advisors, LLC
N/A—35,340-35,340-100%$1.5M———
&partners
N/A—32,076-32,076-100%$1.4M———
Horizon Investment Services, LLC
N/A—32,029-32,029-100%$1.4M———
Vista Investment Management
N/A—29,444-29,444-100%$1.3M———
Equitable Holdings, Inc.
N/A—25,264-25,264-100%$1.1M———
Captrust Financial Advisors
N/A—19,862-19,862-100%$859.8K———
Integrated Wealth Concepts LLC
N/A—19,041-19,041-100%$824.3K———
AQR Capital Management LLC
N/A—17,891-17,891-100%$774.5K———
RED Reef Advisors LLC
N/A—17,590-17,590-100%$761.5K———
Stillwater Private Wealth, LLC
N/A—16,517-16,517-100%$755———
Advyzon Investment Management, LLC
N/A—14,814-14,814-100%$641.3K———
Arkadios Wealth Advisors
N/A—14,661-14,661-100%$634.7K———
Mariner, LLC
N/A—14,123-14,123-100%$611.4K———
Jane Street Group, LLC
N/A—12,520-12,520-100%$542.0K———
RWA Wealth Partners, LLC
N/A—11,511-11,511-100%$498.3K———
Royal Bank of Canada
N/A—9,860-9,860-100%$427.0K———
JPMorgan Chase & Co
N/A—9,435-9,435-100%$407.5K———
Private Advisor Group, LLC
N/A—8,694-8,694-100%$376.4K———
Brown Advisory Inc
N/A—8,530-8,530-100%$369.3K———
Vantus Wealth LLC
N/A—8,035-8,035-100%$347.8K———
WorthPointe, LLC
N/A—7,757-7,757-100%$335.8K———
Comprehensive Money Management Services LLC
N/A—6,428-6,428-100%$278.3K———
Vance Wealth, LLC
N/A—5,951-5,951-100%$257.6K———
Rockefeller Capital Management L.P.
N/A—5,345-5,345-100%$231.4K———
Morgan Stanley
N/A—5,304-5,304-100%$229.7K———
Kingsview Wealth Management, LLC
N/A—5,300-5,300-100%$229.4K———
NewEdge Advisors, LLC
N/A—5,242-5,242-100%$226.9K———
Aptus Capital Advisors, LLC
N/A—3,896-3,896-100%$168.7K———
Morris Financial Concepts, Inc.
N/A—2,467-2,467-100%$106.8K———
FMR LLC
N/A—2,061-2,061-100%$89.2K———
BlackRock, Inc.
N/A—812-812-100%$35.1K———
Anchor Investment Management, LLC
N/A—800-800-100%$34.6K———
Godfrey Financial Associates, Inc.
N/A—237-237-100%$10.3K———
Bogart Wealth, LLC
N/A—233-233-100%$10.1K———
Jones Financial Companies Lllp
N/A—146-146-100%$6.3K———
FWL Investment Management, LLC
N/A—128-128-100%$5.5K———
AE Wealth Management LLC
N/A—90-90-100%$3.9K———
UBS Group AG
N/A—81-81-100%$3.5K———
Ameriflex Group, Inc.
N/A—77-77-100%$3.3K———
Howe & Rusling Inc
N/A—39-39-100%$1.7K———
Fiduciary Financial Advisors
N/A—37-37-100%$1.6K———
Wells Fargo & Company
N/A—1-1-100%$29———
Showing 149 of 149 institutions