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Ishares Msci Intl Momentum F (IMTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,373,925 from 13,428,393
Change+945,532 (+7%)
Value$743.6M (+$40.1M)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares1,865,577 from 1,825,275
Change+40,302 (+2%)
Value$98.2M (+$843.4K)
Filed 2026-11-05
Symmetry Partners, LLC
INCREASED
Shares952,746 from 948,588
Change+4,158 (+0%)
Value$50.1M (-$445.2K)
Filed 2026-10-27
Acropolis Investment Management, LLC
INCREASED
Shares645,542 from 640,207
Change+5,335 (+1%)
Value$34.0M (-$167.4K)
Filed 2026-10-08
Kathmere Capital Management, LLC
INCREASED
Shares515,553 from 455,627
Change+59,926 (+13%)
Value$27.1M (+$2.8M)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares494,724 from 457,807
Change+36,917 (+8%)
Value$26.0M (+$1.6M)
Filed 2026-11-06
Shore Point Advisors, LLC
INCREASED
Shares494,486 from 483,285
Change+11,201 (+2%)
Value$21.3M (+$470.7K)
Filed 2026-10-14
Armbruster Capital Management, Inc.
INCREASED
Shares462,821 from 460,391
Change+2,430 (+1%)
Value$24.4M (-$194.4K)
Filed 2026-10-19
Cabot Wealth Management Inc
INCREASED
Shares333,431 from 322,958
Change+10,473 (+3%)
Value$17.5M (+$325.1K)
Filed 2026-11-05
Venture Visionary Partners LLC
INCREASED
Shares319,657 from 311,126
Change+8,531 (+3%)
Value$16.8M (+$231.2K)
Filed 2026-10-07
Straight Path Wealth Management
INCREASED
Shares313,706 from 298,739
Change+14,967 (+5%)
Value$16.5M (+$578.6K)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares288,760 from 253,750
Change+35,010 (+14%)
Value$15.2M (+$1.7M)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares284,199 from 268,566
Change+15,633 (+6%)
Value$15.0M (+$634.8K)
Filed 2026-10-29
Family Capital Trust Co
DECREASED
Shares269,094 from 269,905
Change-811 (0%)
Value$14.2M (-$231.6K)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares265,880 from 264,351
Change+1,529 (+1%)
Value$14.0M (-$104.6K)
Filed 2026-10-14
Atwood & Palmer Inc
DECREASED
Shares216,001 from 224,812
Change-8,811 (-4%)
Value$11.4M (-$621.1K)
Filed 2026-10-08
Solano Wealth Investment Advisors LLC
INCREASED
Shares213,561 from 209,765
Change+3,796 (+2%)
Value$11.2M (+$52.9K)
Filed 2026-11-06
Apella Capital, LLC
DECREASED
Shares205,961 from 214,996
Change-9,035 (-4%)
Value$10.8M (-$417.6K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares205,583 from 169,524
Change+36,059 (+21%)
Value$10.8M (+$1.8M)
Filed 2026-10-07
Archvest Wealth Advisors, Inc.
INCREASED
Shares191,255 from 183,959
Change+7,296 (+4%)
Value$10.1M (+$255.2K)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
INCREASED
Shares176,477 from 119,296
Change+57,181 (+48%)
Value$9.3M (+$2.9M)
Filed 2026-10-22
CGC Financial Services, LLC
DECREASED
Shares171,398 from 173,298
Change-1,900 (-1%)
Value$9.0M (-$221.3K)
Filed 2026-10-13
Riversedge Advisors, LLC
NEW
Shares132,640
Change+132,640
Value$7.0M
Filed 2026-10-09
Occidental Asset Management, LLC
INCREASED
Shares131,437 from 128,611
Change+2,826 (+2%)
Value$6.9M (+$58.7K)
Filed 2026-11-05
Financial Freedom, LLC
DECREASED
Shares121,739 from 123,503
Change-1,764 (-1%)
Value$6.4M (-$179.3K)
Filed 2026-11-06
RHS Financial, LLC
INCREASED
Shares121,122 from 106,314
Change+14,808 (+14%)
Value$6.4M (+$704.9K)
Filed 2026-10-13
Impact Capital Partners LLC
INCREASED
Shares109,455 from 108,501
Change+954 (+1%)
Value$5.8M (-$25.7K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares103,462 from 103,372
Change+90 (+0%)
Value$5.4M (-$67.6K)
Filed 2026-10-15
Unison Advisors LLC
INCREASED
Shares95,588 from 93,351
Change+2,237 (+2%)
Value$5.0M (+$52.4K)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares93,031 from 89,932
Change+3,099 (+3%)
Value$4.9M (+$100.1K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares92,548 from 90,362
Change+2,186 (+2%)
Value$4.9M (+$51.8K)
Filed 2026-10-30
Segment Wealth Management, LLC
DECREASED
Shares89,953 from 109,113
Change-19,160 (-18%)
Value$4.7M (-$1.1M)
Filed 2026-10-26
Meredith Wealth Planning
DECREASED
Shares86,689 from 86,855
Change-166 (0%)
Value$4.6M (-$69.5K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares85,028 from 59,205
Change+25,823 (+44%)
Value$4.5M (+$1.3M)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED
Shares84,924 from 76,655
Change+8,269 (+11%)
Value$4.4M (+$398.1K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares83,850 from 81,430
Change+2,420 (+3%)
Value$4.4M (+$70.4K)
Filed 2026-10-13
1900 Wealth Management LLC
UNCHANGED
Shares80,306 from 80,306
Change0 (0%)
Value$4.2M (-$56.2K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares70,332 from 49,043
Change+21,289 (+43%)
Value$3.7M (+$1.1M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares61,874 from 59,037
Change+2,837 (+5%)
Value$3.3K (-$3.1M)
Filed 2026-11-02
Independent Solutions Wealth Management, LLC
DECREASED
Shares59,061 from 90,720
Change-31,659 (-35%)
Value$3.1M (-$1.7M)
Filed 2026-10-28
Columbia Advisory Partners LLC
DECREASED
Shares56,648 from 58,018
Change-1,370 (-2%)
Value$3.0M (-$112.7K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares51,477 from 51,924
Change-447 (-1%)
Value$2.7M (-$59.9K)
Filed 2026-11-02
Columbus Macro, LLC
DECREASED
Shares46,269 from 52,531
Change-6,262 (-12%)
Value$2.4M (-$366.3K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
INCREASED
Shares42,208 from 37,031
Change+5,177 (+14%)
Value$2.2M (+$246.5K)
Filed 2026-10-26
Brickley Wealth Management
INCREASED
Shares41,879 from 41,586
Change+293 (+1%)
Value$2.2M (-$13.7K)
Filed 2026-11-04
Professional Financial Advisors, LLC
INCREASED
Shares41,357 from 40,921
Change+436 (+1%)
Value$2.2M (-$5.7K)
Filed 2026-10-13
Valued Retirements, Inc.
INCREASED
Shares33,766 from 33,643
Change+123 (+0%)
Value$1.8M (-$17.1K)
Filed 2026-11-06
Klaas Financial Asset Advisors, LLC
DECREASED
Shares33,656 from 34,229
Change-573 (-2%)
Value$1.8M (-$54.1K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares32,241 from 26,866
Change+5,375 (+20%)
Value$1.7M (+$264.1K)
Filed 2026-11-03
Southland Equity Partners LLC
DECREASED
Shares31,464 from 31,814
Change-350 (-1%)
Value$1.7M (-$40.7K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares26,875 from 25,781
Change+1,094 (+4%)
Value$1.4M (+$39.5K)
Filed 2026-11-02
KFG LLC
NEW
Shares26,590
Change+26,590
Value$1.4M
Filed 2026-11-02
Cowa, LLC
INCREASED
Shares25,706 from 16,394
Change+9,312 (+57%)
Value$1.4M (+$478.7K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares21,402 from 17,402
Change+4,000 (+23%)
Value$1.1M (+$198.3K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares20,941 from 19,052
Change+1,889 (+10%)
Value$1.1M (+$86.1K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares20,024 from 21,757
Change-1,733 (-8%)
Value$1.1M (-$106.4K)
Filed 2026-10-15
Fifth Third Securities, Inc.
INCREASED
Shares19,536 from 19,173
Change+363 (+2%)
Value$1.0M (+$5.7K)
Filed 2026-10-21
Ariadne Wealth Management, LP
UNCHANGED
Shares16,175 from 16,175
Change0 (0%)
Value$851.3K (-$11.3K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares15,630 from 15,381
Change+249 (+2%)
Value$822.6K (+$2.4K)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares15,328 from 15,328
Change0 (0%)
Value$806.7K (-$10.7K)
Filed 2026-11-04
Virtus Family Office LLC
INCREASED
Shares14,957 from 12,982
Change+1,975 (+15%)
Value$787.2K (+$94.9K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares13,926 from 12,378
Change+1,548 (+13%)
Value$732.9K (+$72.8K)
Filed 2026-10-26
Finward Bancorp
UNCHANGED
Shares13,407 from 13,407
Change0 (0%)
Value$705.6K (-$9.4K)
Filed 2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED
Shares12,187 from 12,187
Change0 (0%)
Value$641.4K (-$8.5K)
Filed 2026-10-30
Bell Investment Advisors, Inc
DECREASED
Shares11,997 from 12,139
Change-142 (-1%)
Value$631.4K (-$16.0K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares11,507 from 11,433
Change+74 (+1%)
Value$605.6K (-$4.1K)
Filed 2026-10-22
William John Sempolinski
DECREASED
Shares10,704 from 13,704
Change-3,000 (-22%)
Value$563.4K (-$167.5K)
Filed 2026-10-20
Sweeney & Michel, LLC
INCREASED
Shares10,183 from 9,083
Change+1,100 (+12%)
Value$535.9K (+$49.4K)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares9,954 from 9,126
Change+828 (+9%)
Value$523.9K (+$37.2K)
Filed 2026-10-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares9,659 from 8,462
Change+1,197 (+14%)
Value$508.4K (+$57.1K)
Filed 2026-10-20
LexAurum Advisors, LLC
UNCHANGED
Shares9,056 from 9,056
Change0 (0%)
Value$476.6K (-$6.3K)
Filed 2026-10-19
Seed Wealth Management, Inc.
DECREASED
Shares7,400 from 9,900
Change-2,500 (-25%)
Value$389.5K (-$138.5K)
Filed 2026-10-20
Breakwater Capital Group
INCREASED
Shares7,181 from 3,996
Change+3,185 (+80%)
Value$378.0K (+$164.9K)
Filed 2026-10-09
Oregon Pacific Wealth Management, LLC
UNCHANGED
Shares7,170 from 7,170
Change0 (0%)
Value$377.4K (-$5.0K)
Filed 2026-10-20
Mission Financial Group, LLC
UNCHANGED
Shares6,958 from 6,958
Change0 (0%)
Value$366.2K (-$4.9K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares6,777 from 7,934
Change-1,157 (-15%)
Value$356.7K (-$66.4K)
Filed 2026-11-05
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares6,516 from 6,516
Change0 (0%)
Value$342.9K (-$4.6K)
Filed 2026-10-26
SteelPeak Wealth, LLC
NEW
Shares6,482
Change+6,482
Value$341.1K
Filed 2026-10-16
Kuhn & Co Investment Counsel
INCREASED
Shares6,459 from 4,326
Change+2,133 (+49%)
Value$339.9K (+$109.2K)
Filed 2026-10-29
US Bancorp \de\
UNCHANGED
Shares6,352 from 6,352
Change0 (0%)
Value$334.3K (-$4.4K)
Filed 2026-11-05
WealthCare Investment Partners, LLC
UNCHANGED
Shares6,340 from 6,340
Change0 (0%)
Value$333.7K (-$4.4K)
Filed 2026-11-05
Guerra PAN Advisors, LLC
UNCHANGED
Shares6,287 from 6,287
Change0 (0%)
Value$322.6K (-$12.7K)
Filed 2026-10-26
Tufton Capital Management
NEW
Shares6,205
Change+6,205
Value$326
Filed 2026-10-20
Lodestone Wealth Management LLC
DECREASED
Shares6,181 from 6,188
Change-7 (0%)
Value$325.3K (-$4.7K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares5,929 from 5,844
Change+85 (+1%)
Value$312.0K (+$382)
Filed 2026-11-05
Weaver Consulting Group
DECREASED
Shares5,770 from 5,803
Change-33 (-1%)
Value$303.7K (-$5.8K)
Filed 2026-10-07
Everest Financial Group LLC
NEW
Shares5,663
Change+5,663
Value$298.0K
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares5,560 from 4,495
Change+1,065 (+24%)
Value$292.6K (+$52.9K)
Filed 2026-11-06
HB Wealth Management, LLC
NEW
Shares5,441
Change+5,441
Value$286.4K
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares5,156 from 14,516
Change-9,360 (-64%)
Value$271.4K (-$503.0K)
Filed 2026-10-14
Soltis Investment Advisors LLC
UNCHANGED
Shares5,094 from 5,094
Change0 (0%)
Value$268.1K (-$3.6K)
Filed 2026-10-28
ADE, LLC
DECREASED
Shares4,974 from 5,027
Change-53 (-1%)
Value$261.8K (-$6.3K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares4,838 from 4,130
Change+708 (+17%)
Value$254.6K (+$34.4K)
Filed 2026-10-26
Lazari Capital Management, Inc.
UNCHANGED
Shares4,274 from 4,274
Change0 (0%)
Value$224.9K (-$3.0K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares4,158 from 3,827
Change+331 (+9%)
Value$218.8K (+$14.7K)
Filed 2026-11-04
Polaris Investment Advisors, LLC
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$213.2K (-$2.8K)
Filed 2026-10-20
Compass Ion Advisors, LLC
NEW
Shares3,904
Change+3,904
Value$205.5K
Filed 2026-10-23
Integrity Investment Advisors, LLC
NEW
Shares3,814
Change+3,814
Value$200.7K
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares2,629 from 2,629
Change0 (0%)
Value$138.4K (-$1.8K)
Filed 2026-10-20
UMB Bank, n.a.
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$110.5K (-$1.5K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares1,830 from 2,243
Change-413 (-18%)
Value$96.3K (-$23.3K)
Filed 2026-10-08
AlphaCore Capital LLC
NEW
Shares1,373
Change+1,373
Value$72.3K
Filed 2026-11-04
American Capital Advisory, LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$58.7K (-$780)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$58.5K (-$778)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$53.2K ($0)
Filed 2026-11-06
Elevate Wealth Advisory, Inc
NEW
Shares746
Change+746
Value$39.3K
Filed 2026-10-29
Compass Financial Management LLC
NEW
Shares732
Change+732
Value$38.5K
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares698 from 571
Change+127 (+22%)
Value$36.7K (+$6.3K)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$34.6K (-$460)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$34.2K (-$455)
Filed 2026-10-15
Parkside Financial Bank & Trust
DECREASED
Shares640 from 1,192
Change-552 (-46%)
Value$33.7K (-$29.9K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares559
Change+559
Value$29.4K
Filed 2026-10-21
DecisionPoint Financial, LLC
NEW
Shares547
Change+547
Value$28.6K
Filed 2026-10-27
Fairway Wealth LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$21.9K (-$292)
Filed 2026-10-30
PNC Financial Services Group, Inc.
NEW
Shares411
Change+411
Value$21.6K
Filed 2026-11-06
Oakworth Capital, Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$21.6K (+$41)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
NEW
Shares270
Change+270
Value$14.2K
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$12.3K (-$164)
Filed 2026-10-28
Elyxium Wealth, LLC
NEW
Shares154
Change+154
Value$8.1K
Filed 2026-10-27
Key Capital Management, Inc
NEW
Shares142
Change+142
Value$7.5K
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$6.7K (-$89)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$6.6K (-$88)
Filed 2026-10-20
Vima LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$5.2K (-$70)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares91
Change+91
Value$4.8K
Filed 2026-10-15
Russell Investments Group, Ltd.
DECREASED
Shares90 from 199
Change-109 (-55%)
Value$4.7K (-$5.9K)
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.9K (-$53)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$3.3K (-$44)
Filed 2026-10-15
Citigroup Inc
NEW
Shares60
Change+60
Value$3.2K
Filed 2026-11-04
Vermillion Wealth Management, Inc.
NEW
Shares57
Change+57
Value$3.0K
Filed 2026-10-26
Essential Investment Partners LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.5K (-$19)
Filed 2026-10-27
IMG Wealth Management, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.3K (-$17)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.2K (-$15)
Filed 2026-10-13
Truist Financial Corp
CLOSED
Shares0 from 43,504
Change-43,504 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-30
G&S Capital LLC
CLOSED
Shares0 from 23,525
Change-23,525 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Simplicity Wealth,LLC
CLOSED
Shares0 from 20,102
Change-20,102 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-23
TKG Advisors, LLC
CLOSED
Shares0 from 5,841
Change-5,841 (-100%)
Value$0 (-$311.5K)
Filed 2026-11-02
CX Institutional
CLOSED
Shares0 from 755
Change-755 (-100%)
Value$0 (-$40)
Filed 2026-10-02
Phillips Financial Management, LLC
CLOSED
Shares0 from 532
Change-532 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-19
Gill Capital Partners, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$4.5K)
Filed 2026-11-04
City State Bank
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$960)
Filed 2026-10-20
Mercer Global Advisors Inc
N/A
Shares— from 25,849,053
Change-25,849,053 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,554,531
Change-1,554,531 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,165,748
Change-1,165,748 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 764,004
Change-764,004 (-100%)
Value—
FMR LLC
N/A
Shares— from 755,702
Change-755,702 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 743,848
Change-743,848 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 733,639
Change-733,639 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 672,511
Change-672,511 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 665,140
Change-665,140 (-100%)
Value—
UBS Group AG
N/A
Shares— from 659,017
Change-659,017 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 548,458
Change-548,458 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 484,705
Change-484,705 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 369,827
Change-369,827 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 324,355
Change-324,355 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 323,586
Change-323,586 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 267,302
Change-267,302 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 235,122
Change-235,122 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 199,961
Change-199,961 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 174,505
Change-174,505 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 160,362
Change-160,362 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 157,490
Change-157,490 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 146,985
Change-146,985 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 135,471
Change-135,471 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 123,523
Change-123,523 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 118,750
Change-118,750 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 110,746
Change-110,746 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 100,317
Change-100,317 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 96,834
Change-96,834 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 87,487
Change-87,487 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 85,270
Change-85,270 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 84,638
Change-84,638 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 79,667
Change-79,667 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 69,562
Change-69,562 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 68,529
Change-68,529 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 67,261
Change-67,261 (-100%)
Value—
Betterment LLC
N/A
Shares— from 66,460
Change-66,460 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 61,331
Change-61,331 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 57,824
Change-57,824 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 56,309
Change-56,309 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 55,052
Change-55,052 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 52,329
Change-52,329 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 49,392
Change-49,392 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 48,668
Change-48,668 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 48,477
Change-48,477 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 48,409
Change-48,409 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 46,825
Change-46,825 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 46,436
Change-46,436 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 43,260
Change-43,260 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 40,860
Change-40,860 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 38,016
Change-38,016 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,756
Change-26,756 (-100%)
Value—
EFG International AG
N/A
Shares— from 23,145
Change-23,145 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 21,979
Change-21,979 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 21,670
Change-21,670 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 20,985
Change-20,985 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,110
Change-20,110 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,716
Change-17,716 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 14,873
Change-14,873 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 14,461
Change-14,461 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 14,370
Change-14,370 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 13,575
Change-13,575 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,381
Change-13,381 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 13,280
Change-13,280 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 13,003
Change-13,003 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,322
Change-11,322 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 10,844
Change-10,844 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,626
Change-10,626 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,623
Change-9,623 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,154
Change-9,154 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,563
Change-8,563 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,260
Change-7,260 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,445
Change-5,445 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Motco
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 854
Change-854 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 501
Change-501 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 330
Change-330 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 231
Change-231 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED14,373,92513,428,393+945,532+7%$703.5M$743.6M+$40.1M2026-10-13
Ritholtz Wealth Management
INCREASED1,865,5771,825,275+40,302+2%$97.3M$98.2M+$843.4K2026-11-05
Symmetry Partners, LLC
INCREASED952,746948,588+4,158+0%$50.6M$50.1M-$445.2K2026-10-27
Acropolis Investment Management, LLC
INCREASED645,542640,207+5,335+1%$34.1M$34.0M-$167.4K2026-10-08
Kathmere Capital Management, LLC
INCREASED515,553455,627+59,926+13%$24.3M$27.1M+$2.8M2026-10-20
LPL Financial LLC
INCREASED494,724457,807+36,917+8%$24.4M$26.0M+$1.6M2026-11-06
Shore Point Advisors, LLC
INCREASED494,486483,285+11,201+2%$20.8M$21.3M+$470.7K2026-10-14
Armbruster Capital Management, Inc.
INCREASED462,821460,391+2,430+1%$24.6M$24.4M-$194.4K2026-10-19
Cabot Wealth Management Inc
INCREASED333,431322,958+10,473+3%$17.2M$17.5M+$325.1K2026-11-05
Venture Visionary Partners LLC
INCREASED319,657311,126+8,531+3%$16.6M$16.8M+$231.2K2026-10-07
Straight Path Wealth Management
INCREASED313,706298,739+14,967+5%$15.9M$16.5M+$578.6K2026-10-23
Financial Partners Group, Inc
INCREASED288,760253,750+35,010+14%$13.5M$15.2M+$1.7M2026-10-19
Vise Technologies, Inc.
INCREASED284,199268,566+15,633+6%$14.3M$15.0M+$634.8K2026-10-29
Family Capital Trust Co
DECREASED269,094269,905-8110%$14.4M$14.2M-$231.6K2026-10-22
Focus Financial Network, Inc.
INCREASED265,880264,351+1,529+1%$14.1M$14.0M-$104.6K2026-10-14
Atwood & Palmer Inc
DECREASED216,001224,812-8,811-4%$12.0M$11.4M-$621.1K2026-10-08
Solano Wealth Investment Advisors LLC
INCREASED213,561209,765+3,796+2%$11.2M$11.2M+$52.9K2026-11-06
Apella Capital, LLC
DECREASED205,961214,996-9,035-4%$11.2M$10.8M-$417.6K2026-10-08
Wealth Enhancement Trust Services, Inc.
INCREASED205,583169,524+36,059+21%$9.0M$10.8M+$1.8M2026-10-07
Archvest Wealth Advisors, Inc.
INCREASED191,255183,959+7,296+4%$9.8M$10.1M+$255.2K2026-10-29
Fifth Third Wealth Advisors LLC
INCREASED176,477119,296+57,181+48%$6.4M$9.3M+$2.9M2026-10-22
CGC Financial Services, LLC
DECREASED171,398173,298-1,900-1%$9.2M$9.0M-$221.3K2026-10-13
Riversedge Advisors, LLC
NEW132,640—+132,640——$7.0M—2026-10-09
Occidental Asset Management, LLC
INCREASED131,437128,611+2,826+2%$6.9M$6.9M+$58.7K2026-11-05
Financial Freedom, LLC
DECREASED121,739123,503-1,764-1%$6.6M$6.4M-$179.3K2026-11-06
RHS Financial, LLC
INCREASED121,122106,314+14,808+14%$5.7M$6.4M+$704.9K2026-10-13
Impact Capital Partners LLC
INCREASED109,455108,501+954+1%$5.8M$5.8M-$25.7K2026-10-22
Atria Investments, Inc
INCREASED103,462103,372+90+0%$5.5M$5.4M-$67.6K2026-10-15
Unison Advisors LLC
INCREASED95,58893,351+2,237+2%$5.0M$5.0M+$52.4K2026-10-29
TD Private Client Wealth LLC
INCREASED93,03189,932+3,099+3%$4.8M$4.9M+$100.1K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED92,54890,362+2,186+2%$4.8M$4.9M+$51.8K2026-10-30
Segment Wealth Management, LLC
DECREASED89,953109,113-19,160-18%$5.8M$4.7M-$1.1M2026-10-26
Meredith Wealth Planning
DECREASED86,68986,855-1660%$4.6M$4.6M-$69.5K2026-10-14
IFP Advisors, Inc
INCREASED85,02859,205+25,823+44%$3.2M$4.5M+$1.3M2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED84,92476,655+8,269+11%$4.0M$4.4M+$398.1K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED83,85081,430+2,420+3%$4.3M$4.4M+$70.4K2026-10-13
1900 Wealth Management LLC
UNCHANGED80,30680,30600%$4.3M$4.2M-$56.2K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED70,33249,043+21,289+43%$2.6M$3.7M+$1.1M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED61,87459,037+2,837+5%$3.1M$3.3K-$3.1M2026-11-02
Independent Solutions Wealth Management, LLC
DECREASED59,06190,720-31,659-35%$4.8M$3.1M-$1.7M2026-10-28
Columbia Advisory Partners LLC
DECREASED56,64858,018-1,370-2%$3.1M$3.0M-$112.7K2026-10-15
Commonwealth Equity Services, LLC
DECREASED51,47751,924-447-1%$2.8M$2.7M-$59.9K2026-11-02
Columbus Macro, LLC
DECREASED46,26952,531-6,262-12%$2.8M$2.4M-$366.3K2026-10-14
Glass Jacobson Investment Advisors llc
INCREASED42,20837,031+5,177+14%$2.0M$2.2M+$246.5K2026-10-26
Brickley Wealth Management
INCREASED41,87941,586+293+1%$2.2M$2.2M-$13.7K2026-11-04
Professional Financial Advisors, LLC
INCREASED41,35740,921+436+1%$2.2M$2.2M-$5.7K2026-10-13
Valued Retirements, Inc.
INCREASED33,76633,643+123+0%$1.8M$1.8M-$17.1K2026-11-06
Klaas Financial Asset Advisors, LLC
DECREASED33,65634,229-573-2%$1.8M$1.8M-$54.1K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED32,24126,866+5,375+20%$1.4M$1.7M+$264.1K2026-11-03
Southland Equity Partners LLC
DECREASED31,46431,814-350-1%$1.7M$1.7M-$40.7K2026-10-14
Kestra Advisory Services, LLC
INCREASED26,87525,781+1,094+4%$1.4M$1.4M+$39.5K2026-11-02
KFG LLC
NEW26,590—+26,590——$1.4M—2026-11-02
Cowa, LLC
INCREASED25,70616,394+9,312+57%$874.3K$1.4M+$478.7K2026-10-30
Creative Planning
INCREASED21,40217,402+4,000+23%$928.1K$1.1M+$198.3K2026-11-02
Meridian Wealth Management, LLC
INCREASED20,94119,052+1,889+10%$1.0M$1.1M+$86.1K2026-11-05
Mission Wealth Management, LP
DECREASED20,02421,757-1,733-8%$1.2M$1.1M-$106.4K2026-10-15
Fifth Third Securities, Inc.
INCREASED19,53619,173+363+2%$1.0M$1.0M+$5.7K2026-10-21
Ariadne Wealth Management, LP
UNCHANGED16,17516,17500%$862.6K$851.3K-$11.3K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED15,63015,381+249+2%$820.2K$822.6K+$2.4K2026-11-06
Creative Financial Designs Inc
UNCHANGED15,32815,32800%$817.5K$806.7K-$10.7K2026-11-04
Virtus Family Office LLC
INCREASED14,95712,982+1,975+15%$692.3K$787.2K+$94.9K2026-10-30
Lanark Financial, Inc.
INCREASED13,92612,378+1,548+13%$660.2K$732.9K+$72.8K2026-10-26
Finward Bancorp
UNCHANGED13,40713,40700%$715.0K$705.6K-$9.4K2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED12,18712,18700%$649.9K$641.4K-$8.5K2026-10-30
Bell Investment Advisors, Inc
DECREASED11,99712,139-142-1%$647.4K$631.4K-$16.0K2026-10-29
Strategic Blueprint, LLC
INCREASED11,50711,433+74+1%$609.7K$605.6K-$4.1K2026-10-22
William John Sempolinski
DECREASED10,70413,704-3,000-22%$730.8K$563.4K-$167.5K2026-10-20
Sweeney & Michel, LLC
INCREASED10,1839,083+1,100+12%$486.5K$535.9K+$49.4K2026-10-16
Planning Strategies Inc.
INCREASED9,9549,126+828+9%$486.7K$523.9K+$37.2K2026-10-02
Prime Capital Investment Advisors, LLC
INCREASED9,6598,462+1,197+14%$451.3K$508.4K+$57.1K2026-10-20
LexAurum Advisors, LLC
UNCHANGED9,0569,05600%$483.0K$476.6K-$6.3K2026-10-19
Seed Wealth Management, Inc.
DECREASED7,4009,900-2,500-25%$528.0K$389.5K-$138.5K2026-10-20
Breakwater Capital Group
INCREASED7,1813,996+3,185+80%$213.1K$378.0K+$164.9K2026-10-09
Oregon Pacific Wealth Management, LLC
UNCHANGED7,1707,17000%$382.4K$377.4K-$5.0K2026-10-20
Mission Financial Group, LLC
UNCHANGED6,9586,95800%$371.1K$366.2K-$4.9K2026-10-21
Fifth Third Bancorp
DECREASED6,7777,934-1,157-15%$423.1K$356.7K-$66.4K2026-11-05
Wingate Wealth Advisors, Inc.
UNCHANGED6,5166,51600%$347.5K$342.9K-$4.6K2026-10-26
SteelPeak Wealth, LLC
NEW6,482—+6,482——$341.1K—2026-10-16
Kuhn & Co Investment Counsel
INCREASED6,4594,326+2,133+49%$230.7K$339.9K+$109.2K2026-10-29
US Bancorp \de\
UNCHANGED6,3526,35200%$338.8K$334.3K-$4.4K2026-11-05
WealthCare Investment Partners, LLC
UNCHANGED6,3406,34000%$338.1K$333.7K-$4.4K2026-11-05
Guerra PAN Advisors, LLC
UNCHANGED6,2876,28700%$335.3K$322.6K-$12.7K2026-10-26
Tufton Capital Management
NEW6,205—+6,205——$326—2026-10-20
Lodestone Wealth Management LLC
DECREASED6,1816,188-70%$330.0K$325.3K-$4.7K2026-10-14
Compound Planning, Inc.
INCREASED5,9295,844+85+1%$311.7K$312.0K+$3822026-11-05
Weaver Consulting Group
DECREASED5,7705,803-33-1%$309.5K$303.7K-$5.8K2026-10-07
Everest Financial Group LLC
NEW5,663—+5,663——$298.0K—2026-11-06
Savant Capital, LLC
INCREASED5,5604,495+1,065+24%$239.7K$292.6K+$52.9K2026-11-06
HB Wealth Management, LLC
NEW5,441—+5,441——$286.4K—2026-10-23
World Equity Group, Inc.
DECREASED5,15614,516-9,360-64%$774.4K$271.4K-$503.0K2026-10-14
Soltis Investment Advisors LLC
UNCHANGED5,0945,09400%$271.7K$268.1K-$3.6K2026-10-28
ADE, LLC
DECREASED4,9745,027-53-1%$268.1K$261.8K-$6.3K2026-10-29
Oppenheimer & Co Inc
INCREASED4,8384,130+708+17%$220.3K$254.6K+$34.4K2026-10-26
Lazari Capital Management, Inc.
UNCHANGED4,2744,27400%$227.9K$224.9K-$3.0K2026-10-20
Facet Wealth, Inc.
INCREASED4,1583,827+331+9%$204.1K$218.8K+$14.7K2026-11-04
Polaris Investment Advisors, LLC
UNCHANGED4,0504,05000%$216.0K$213.2K-$2.8K2026-10-20
Compass Ion Advisors, LLC
NEW3,904—+3,904——$205.5K—2026-10-23
Integrity Investment Advisors, LLC
NEW3,814—+3,814——$200.7K—2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED2,6292,62900%$140.2K$138.4K-$1.8K2026-10-20
UMB Bank, n.a.
UNCHANGED2,1002,10000%$112.0K$110.5K-$1.5K2026-11-06
Farther Finance Advisors, LLC
DECREASED1,8302,243-413-18%$119.6K$96.3K-$23.3K2026-10-08
AlphaCore Capital LLC
NEW1,373—+1,373——$72.3K—2026-11-04
American Capital Advisory, LLC
UNCHANGED1,1151,11500%$59.5K$58.7K-$7802026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED1,1121,11200%$59.3K$58.5K-$7782026-11-04
Allworth Financial LP
UNCHANGED99799700%$53.2K$53.2K$02026-11-06
Elevate Wealth Advisory, Inc
NEW746—+746——$39.3K—2026-10-29
Compass Financial Management LLC
NEW732—+732——$38.5K—2026-10-30
Assetmark, Inc
INCREASED698571+127+22%$30.5K$36.7K+$6.3K2026-10-21
Key FInancial Inc
UNCHANGED65765700%$35.0K$34.6K-$4602026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED65065000%$34.7K$34.2K-$4552026-10-15
Parkside Financial Bank & Trust
DECREASED6401,192-552-46%$63.6K$33.7K-$29.9K2026-10-27
Root Financial Partners, LLC
NEW559—+559——$29.4K—2026-10-21
DecisionPoint Financial, LLC
NEW547—+547——$28.6K—2026-10-27
Fairway Wealth LLC
UNCHANGED41741700%$22.2K$21.9K-$2922026-10-30
PNC Financial Services Group, Inc.
NEW411—+411——$21.6K—2026-11-06
Oakworth Capital, Inc.
UNCHANGED41041000%$21.5K$21.6K+$412026-10-26
Cassaday & Co Wealth Management LLC
NEW270—+270——$14.2K—2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED23423400%$12.5K$12.3K-$1642026-10-28
Elyxium Wealth, LLC
NEW154—+154——$8.1K—2026-10-27
Key Capital Management, Inc
NEW142—+142——$7.5K—2026-11-03
Mather Group, Llc.
UNCHANGED12812800%$6.8K$6.7K-$892026-10-14
Owl Creek Wealth Partners LLC
UNCHANGED12612600%$6.7K$6.6K-$882026-10-20
Vima LLC
UNCHANGED999900%$5.3K$5.2K-$702026-10-23
Blue Trust, Inc.
NEW91—+91——$4.8K—2026-10-15
Russell Investments Group, Ltd.
DECREASED90199-109-55%$10.6K$4.7K-$5.9K2026-11-06
Triumph Capital Management
UNCHANGED757500%$4.0K$3.9K-$532026-10-14
Pacific Center for Financial Services
UNCHANGED636300%$3.4K$3.3K-$442026-10-15
Citigroup Inc
NEW60—+60——$3.2K—2026-11-04
Vermillion Wealth Management, Inc.
NEW57—+57——$3.0K—2026-10-26
Essential Investment Partners LLC
UNCHANGED282800%$1.5K$1.5K-$192026-10-27
IMG Wealth Management, Inc.
UNCHANGED242400%$1.3K$1.3K-$172026-10-27
Cape Investment Advisory, Inc.
UNCHANGED222200%$1.2K$1.2K-$152026-10-13
Truist Financial Corp
CLOSED043,504-43,504-100%$2.3M$0-$2.3M2026-10-30
G&S Capital LLC
CLOSED023,525-23,525-100%$1.3M$0-$1.3M2026-10-23
Simplicity Wealth,LLC
CLOSED020,102-20,102-100%$1.1M$0-$1.1M2026-10-23
TKG Advisors, LLC
CLOSED05,841-5,841-100%$311.5K$0-$311.5K2026-11-02
CX Institutional
CLOSED0755-755-100%$40$0-$402026-10-02
Phillips Financial Management, LLC
CLOSED0532-532-100%$28.4K$0-$28.4K2026-10-19
Gill Capital Partners, LLC
CLOSED0130-130-100%$6.9K$0-$6.9K2026-10-13
Simplex Trading, LLC
CLOSED084-84-100%$4.5K$0-$4.5K2026-11-04
City State Bank
CLOSED018-18-100%$960$0-$9602026-10-20
Mercer Global Advisors Inc
N/A—25,849,053-25,849,053-100%$1.4B———
Morgan Stanley
N/A—1,554,531-1,554,531-100%$82.9M———
Northwestern Mutual Wealth Management Co
N/A—1,165,748-1,165,748-100%$62.2M———
Ameriprise Financial Inc
N/A—764,004-764,004-100%$40.7M———
FMR LLC
N/A—755,702-755,702-100%$40.3M———
Bank of America Corp
N/A—743,848-743,848-100%$39.7M———
Charles Schwab Investment Management Inc
N/A—733,639-733,639-100%$39.1M———
Envestnet Asset Management Inc
N/A—672,511-672,511-100%$35.9M———
Mariner, LLC
N/A—665,140-665,140-100%$35.5M———
UBS Group AG
N/A—659,017-659,017-100%$35.1M———
Great Valley Advisor Group, Inc.
N/A—548,458-548,458-100%$29.2M———
Janney Montgomery Scott LLC
N/A—484,705-484,705-100%$25.8M———
Peapack Gladstone Financial Corp
N/A—369,827-369,827-100%$19.7M———
Atlas Capital Advisors Inc.
N/A—324,355-324,355-100%$17.3M———
AdvisorShares Investments LLC
N/A—323,586-323,586-100%$17.3M———
MML Investors Services, LLC
N/A—267,302-267,302-100%$14.3M———
Osaic Holdings, Inc.
N/A—235,122-235,122-100%$12.5M———
Sequoia Financial Advisors, LLC
N/A—199,961-199,961-100%$10.7M———
BlackRock, Inc.
N/A—174,505-174,505-100%$9.3M———
Cetera Investment Advisers
N/A—160,362-160,362-100%$8.6M———
Venturi Wealth Management, LLC
N/A—157,490-157,490-100%$8.4M———
Alexis Investment Partners, LLC
N/A—146,985-146,985-100%$7.8M———
EP Wealth Advisors, LLC
N/A—135,471-135,471-100%$7.2M———
Royal Bank of Canada
N/A—123,523-123,523-100%$6.6M———
Veridan Wealth LLC
N/A—118,750-118,750-100%$6.3M———
Tacita Capital Inc
N/A—110,746-110,746-100%$5.9M———
Rollins Financial Advisors, LLC
N/A—100,317-100,317-100%$5.3M———
JPMorgan Chase & Co
N/A—96,834-96,834-100%$5.1M———
Victory Capital Management Inc
N/A—87,487-87,487-100%$4.7M———
Shufro Rose & Co LLC
N/A—85,270-85,270-100%$4.5M———
FAS Wealth Partners, Inc.
N/A—84,638-84,638-100%$4.5M———
Nuveen, LLC
N/A—79,667-79,667-100%$4.2M———
Stratos Wealth Advisors, LLC
N/A—69,562-69,562-100%$3.7M———
AQR Capital Management LLC
N/A—68,529-68,529-100%$3.7M———
Captrust Financial Advisors
N/A—67,261-67,261-100%$3.6M———
Betterment LLC
N/A—66,460-66,460-100%$3.5M———
Savvy Advisors, Inc.
N/A—61,331-61,331-100%$3.3M———
Raymond James Financial Inc
N/A—57,824-57,824-100%$3.1M———
NewEdge Advisors, LLC
N/A—56,309-56,309-100%$3.0M———
MorganRosel Wealth Management, LLC
N/A—55,052-55,052-100%$2.9M———
Focus Partners Advisor Solutions, LLC
N/A—52,329-52,329-100%$2.8M———
Dopkins Wealth Management, LLC
N/A—49,392-49,392-100%$2.6M———
Stifel Financial Corp
N/A—48,668-48,668-100%$2.6M———
Equitable Holdings, Inc.
N/A—48,477-48,477-100%$2.6M———
Insigneo Advisory Services, LLC
N/A—48,409-48,409-100%$2.6M———
Private Advisor Group, LLC
N/A—46,825-46,825-100%$2.5M———
National Bank of Canada
N/A—46,436-46,436-100%$2.5M———
Quantinno Capital Management LP
N/A—43,260-43,260-100%$2.3M———
West Michigan Advisors, LLC
N/A—40,860-40,860-100%$2.2M———
IEQ Capital, LLC
N/A—38,016-38,016-100%$2.0M———
Goldman Sachs Group Inc
N/A—26,756-26,756-100%$1.4M———
EFG International AG
N/A—23,145-23,145-100%$1.2M———
McCartney Wealth Management LLC
N/A—21,979-21,979-100%$1.2M———
Brown Advisory Inc
N/A—21,670-21,670-100%$1.2M———
Callan Family Office, LLC
N/A—20,985-20,985-100%$1.1M———
Focus Partners Wealth
N/A—20,110-20,110-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—17,716-17,716-100%$944.8K———
IMA Advisory Services, Inc.
N/A—14,873-14,873-100%$793.2K———
Great OAK Capital Partners, LLC
N/A—14,461-14,461-100%$751.1K———
Capital Advisors Inc
N/A—14,370-14,370-100%$766.4K———
Pine Valley Investments Ltd Liability Co
N/A—13,575-13,575-100%$723.9K———
O'shaughnessy Asset Management, LLC
N/A—13,381-13,381-100%$713.6K———
Kiker Wealth Management, LLC
N/A—13,280-13,280-100%$708.2K———
Advisory Alpha, LLC
N/A—13,003-13,003-100%$693.5K———
Cerity Partners LLC
N/A—12,766-12,766-100%$680.8K———
HighTower Advisors, LLC
N/A—11,322-11,322-100%$603.8K———
Brand Asset Management Group, Inc.
N/A—10,844-10,844-100%$578.3K———
Hyundai Investments Co., Ltd.
N/A—10,754-10,754-100%$567.9K———
Fortune Financial Advisors, LLC
N/A—10,693-10,693-100%$570.2K———
Advisory Services Network, LLC
N/A—10,626-10,626-100%$566.7K———
Thoroughbred Financial Services, LLC
N/A—9,623-9,623-100%$513.0K———
Summit Trail Advisors, LLC
N/A—9,154-9,154-100%$488.2K———
Caprock Group, LLC
N/A—8,563-8,563-100%$456.7K———
Wealthspire Advisors, LLC
N/A—7,879-7,879-100%$420.2K———
M&T Bank Corp
N/A—7,643-7,643-100%$407.6K———
Gladstone Institutional Advisory LLC
N/A—7,260-7,260-100%$387.2K———
Cresset Asset Management, LLC
N/A—7,161-7,161-100%$381.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,789-6,789-100%$362.1K———
Alesco Advisors, LLC, An ESL Co
N/A—6,325-6,325-100%$337.3K———
Kintra Wealth, LLC
N/A—5,445-5,445-100%$295.4K———
Principal Securities, Inc.
N/A—5,358-5,358-100%$285.7K———
Delos Wealth Advisors, LLC
N/A—5,333-5,333-100%$284.4K———
Astoria Portfolio Advisors Llc.
N/A—4,855-4,855-100%$258.9K———
Summit Financial, LLC
N/A—4,638-4,638-100%$247.3K———
AE Wealth Management LLC
N/A—3,126-3,126-100%$166.7K———
Smithfield Trust Co
N/A—3,074-3,074-100%$163.0K———
Smartleaf Asset Management LLC
N/A—2,903-2,903-100%$153.3K———
Beaird Harris Wealth Management, LLC
N/A—2,516-2,516-100%$134.2K———
Harbour Investments, Inc.
N/A—2,352-2,352-100%$125.4K———
FWL Investment Management, LLC
N/A—2,116-2,116-100%$112.8K———
Geneos Wealth Management Inc.
N/A—1,750-1,750-100%$93.3K———
Motco
N/A—1,506-1,506-100%$80.3K———
Wells Fargo & Company
N/A—1,202-1,202-100%$64.1K———
SouthState Bank Corp
N/A—1,111-1,111-100%$59.3K———
Bank of Montreal
N/A—854-854-100%$45.5K———
Sankala Group LLC
N/A—851-851-100%$45.6K———
Rothschild Investment LLC
N/A—671-671-100%$35.8K———
UBS Asset Management Americas LLC
N/A—558-558-100%$29.8K———
Arax Advisory Partners
N/A—501-501-100%$26.7K———
Bogart Wealth, LLC
N/A—465-465-100%$24.8K———
Steward Partners Investment Advisory, LLC
N/A—418-418-100%$22.3K———
Atomic Invest LLC
N/A—357-357-100%$18.8K———
Aptus Capital Advisors, LLC
N/A—335-335-100%$17.9K———
Federation des caisses Desjardins du Quebec
N/A—330-330-100%$17.6K———
Medallion Wealth Advisors, LLC
N/A—295-295-100%$15.3K———
Capital Analysts, LLC
N/A—242-242-100%$13.0K———
Fiduciary Financial Advisors
N/A—231-231-100%$12.3K———
Steigerwald, Gordon & Koch Inc.
N/A—186-186-100%$9.9K———
CVA Family Office, LLC
N/A—166-166-100%$8.9K———
Manning & Napier Advisors LLC
N/A—138-138-100%$7.4K———
Vanguard Advisers Inc
N/A—137-137-100%$7.3K———
Hantz Financial Services, Inc.
N/A—86-86-100%$5———
IFG Advisory, LLC
N/A—81-81-100%$4.3K———
Jones Financial Companies Lllp
N/A—50-50-100%$2.6K———
Showing 255 of 255 institutions