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ISH LOW CAR OPT MS AC ETF-US (CRBN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Aspiriant, LLC
INCREASED
Shares127,294 from 122,719
Change+4,575 (+4%)
Value$32.6M (+$1.6M)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares16,177 from 15,622
Change+555 (+4%)
Value$4.1M (+$191.9K)
Filed 2026-11-06
Stonehearth Capital Management, LLC
INCREASED
Shares14,255 from 14,252
Change+3 (+0%)
Value$3.7M (+$45.9K)
Filed 2026-10-13
Midwest Financial Partners Investments, Inc.
INCREASED
Shares12,288 from 11,929
Change+359 (+3%)
Value$3.1M (+$129.8K)
Filed 2026-10-08
University of Maryland Foundation, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.6M (+$31.0K)
Filed 2026-11-04
Gradient Investments LLC
INCREASED
Shares8,406 from 8,150
Change+256 (+3%)
Value$2.2M (+$91.4K)
Filed 2026-10-08
Gould Asset Management LLC
DECREASED
Shares8,375 from 8,555
Change-180 (-2%)
Value$2.1M (-$19.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,135 from 7,716
Change+419 (+5%)
Value$2.1K (-$1.9M)
Filed 2026-11-02
Albion Financial Group
INCREASED
Shares7,348 from 7,344
Change+4 (+0%)
Value$1.9M (+$24.3K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares7,118 from 7,274
Change-156 (-2%)
Value$1.8M (-$16.9K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
INCREASED
Shares6,889 from 6,794
Change+95 (+1%)
Value$1.8M (+$45.9K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED
Shares5,404 from 5,443
Change-39 (-1%)
Value$1.4M (+$7.3K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares3,763 from 3,826
Change-63 (-2%)
Value$964.0K (-$4.0K)
Filed 2026-11-02
Evergreen Capital Management LLC
UNCHANGED
Shares3,566 from 3,566
Change0 (0%)
Value$913.4K (+$11.3K)
Filed 2026-10-23
North Berkeley Wealth Management, LLC
INCREASED
Shares3,549 from 3,369
Change+180 (+5%)
Value$909.1K (+$56.8K)
Filed 2026-11-02
Ritholtz Wealth Management
UNCHANGED
Shares3,299 from 3,299
Change0 (0%)
Value$845.1K (+$10.5K)
Filed 2026-11-05
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,849 from 2,849
Change0 (0%)
Value$729.8K (+$9.0K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares2,773 from 1,265
Change+1,508 (+119%)
Value$710.2K (+$390.3K)
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares2,524 from 1,624
Change+900 (+55%)
Value$646.5K (+$235.7K)
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
INCREASED
Shares2,322 from 1,972
Change+350 (+18%)
Value$594.8K (+$95.9K)
Filed 2026-10-20
Clearstead Advisors, LLC
UNCHANGED
Shares1,971 from 1,971
Change0 (0%)
Value$505.0K (+$6.3K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares1,931 from 1,837
Change+94 (+5%)
Value$494.7K (+$29.9K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares1,819 from 1,829
Change-10 (-1%)
Value$465.9K (+$3.2K)
Filed 2026-11-02
Certuity, LLC
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$449.6K (+$5.6K)
Filed 2026-11-02
Patten Group, Inc.
DECREASED
Shares1,715 from 1,803
Change-88 (-5%)
Value$439.3K (-$16.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares1,594 from 1,686
Change-92 (-5%)
Value$408.3K (-$18.2K)
Filed 2026-10-08
Legacies Wealth LLC
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$406.8K (+$5.0K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares1,413 from 1,421
Change-8 (-1%)
Value$362.0K (+$2.5K)
Filed 2026-11-06
Brooklyn FI, LLC
INCREASED
Shares1,363 from 126
Change+1,237 (+982%)
Value$348.5K (+$316.7K)
Filed 2026-11-05
Financial Futures Ltd Liability Co.
INCREASED
Shares1,323 from 1,206
Change+117 (+10%)
Value$338.8K (+$33.6K)
Filed 2026-10-13
Kestra Advisory Services, LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$322.9K (+$4.0K)
Filed 2026-11-02
Great Diamond Partners, LLC
NEW
Shares1,216
Change+1,216
Value$311.5K
Filed 2026-10-13
TruNorth Capital Management, LLC
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$257.0K (+$3.2K)
Filed 2026-10-14
Fifth Third Bancorp
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$253.3K (+$3.1K)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$237.1K (+$2.9K)
Filed 2026-10-21
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$236.9K (+$2.9K)
Filed 2026-11-06
Creekside Partners
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$226.7K (+$2.8K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$194.7K (+$2.4K)
Filed 2026-10-27
Trust Co of Vermont
NEW
Shares724
Change+724
Value$185.4K
Filed 2026-10-21
US Bancorp \de\
DECREASED
Shares655 from 960
Change-305 (-32%)
Value$167.8K (-$75.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$72.5K (+$899)
Filed 2026-11-06
Investors Research Corp
DECREASED
Shares273 from 362
Change-89 (-25%)
Value$69.9K (-$21.6K)
Filed 2026-10-07
Community Financial Services Group, LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$69.5K (+$1.1K)
Filed 2026-10-15
Russell Investments Group, Ltd.
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$63.3K (+$784)
Filed 2026-11-06
Parallel Advisors, LLC
NEW
Shares170
Change+170
Value$43.5K
Filed 2026-11-03
Assetmark, Inc
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$41.8K (+$517)
Filed 2026-10-21
Signature Equity Partners, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$34.0K (+$422)
Filed 2026-10-29
Larson Financial Group LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$29.5K (+$365)
Filed 2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$26.1K (+$324)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$25.6K (+$317)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$20.5K (+$254)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$19.4K (+$283)
Filed 2026-10-16
4Thought Financial Group Inc.
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$12.6K (+$242)
Filed 2026-11-02
CX Institutional
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$13 (+$1)
Filed 2026-10-02
Kroeger Financial Partners
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$8.7K (+$108)
Filed 2026-10-19
Archer Investment Corp
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$5.4K (+$67)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.6K (+$58)
Filed 2026-11-05
Community Bank, N.A.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$4.4K (+$54)
Filed 2026-11-06
Wolff Wiese Magana LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.8K (+$35)
Filed 2026-10-15
Nottingham Advisors, Inc.
CLOSED
Shares0 from 823
Change-823 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-29
Howard Financial Services, Ltd.
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 752
Change-752 (-100%)
Value$0 (-$190.2K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$21.2K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
DECREASED
Shares0 from 162
Change-162 (-100%)
Value$63 (-$41.0K)
Filed 2026-10-20
Betterment LLC
N/A
Shares— from 1,306,320
Change-1,306,320 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 210,064
Change-210,064 (-100%)
Value—
UBS Group AG
N/A
Shares— from 165,819
Change-165,819 (-100%)
Value—
Allianz SE
N/A
Shares— from 114,015
Change-114,015 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 105,867
Change-105,867 (-100%)
Value—
Investure, LLC
N/A
Shares— from 104,863
Change-104,863 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 86,521
Change-86,521 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 58,149
Change-58,149 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 55,343
Change-55,343 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 48,746
Change-48,746 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 35,434
Change-35,434 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 32,130
Change-32,130 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 30,255
Change-30,255 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 22,274
Change-22,274 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 18,105
Change-18,105 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,141
Change-15,141 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 14,093
Change-14,093 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,826
Change-12,826 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,642
Change-12,642 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,618
Change-12,618 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 971
Change-971 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
&partners
N/A
Shares— from 879
Change-879 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 827
Change-827 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 634
Change-634 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 523
Change-523 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Prudential PLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 391
Change-391 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 353
Change-353 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 60
Change-60 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 51
Change-51 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Aspiriant, LLC
INCREASED127,294122,719+4,575+4%$31.0M$32.6M+$1.6M2026-10-16
LPL Financial LLC
INCREASED16,17715,622+555+4%$4.0M$4.1M+$191.9K2026-11-06
Stonehearth Capital Management, LLC
INCREASED14,25514,252+3+0%$3.6M$3.7M+$45.9K2026-10-13
Midwest Financial Partners Investments, Inc.
INCREASED12,28811,929+359+3%$3.0M$3.1M+$129.8K2026-10-08
University of Maryland Foundation, Inc.
UNCHANGED10,00010,00000%$2.5M$2.6M+$31.0K2026-11-04
Gradient Investments LLC
INCREASED8,4068,150+256+3%$2.1M$2.2M+$91.4K2026-10-08
Gould Asset Management LLC
DECREASED8,3758,555-180-2%$2.2M$2.1M-$19.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED8,1357,716+419+5%$2.0M$2.1K-$1.9M2026-11-02
Albion Financial Group
INCREASED7,3487,344+4+0%$1.9M$1.9M+$24.3K2026-10-21
Creative Planning
DECREASED7,1187,274-156-2%$1.8M$1.8M-$16.9K2026-11-02
Cardinal Point Capital Management ULC
INCREASED6,8896,794+95+1%$1.7M$1.8M+$45.9K2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED5,4045,443-39-1%$1.4M$1.4M+$7.3K2026-10-23
Commonwealth Equity Services, LLC
DECREASED3,7633,826-63-2%$968.0K$964.0K-$4.0K2026-11-02
Evergreen Capital Management LLC
UNCHANGED3,5663,56600%$902.1K$913.4K+$11.3K2026-10-23
North Berkeley Wealth Management, LLC
INCREASED3,5493,369+180+5%$852.3K$909.1K+$56.8K2026-11-02
Ritholtz Wealth Management
UNCHANGED3,2993,29900%$834.6K$845.1K+$10.5K2026-11-05
Ackerman Capital Advisors, LLC
UNCHANGED2,8492,84900%$720.7K$729.8K+$9.0K2026-10-30
Halbert Hargrove Global Advisors, LLC
INCREASED2,7731,265+1,508+119%$319.9K$710.2K+$390.3K2026-10-16
TD Private Client Wealth LLC
INCREASED2,5241,624+900+55%$410.8K$646.5K+$235.7K2026-10-28
Relyea Zuckerberg Hanson LLC
INCREASED2,3221,972+350+18%$498.9K$594.8K+$95.9K2026-10-20
Clearstead Advisors, LLC
UNCHANGED1,9711,97100%$498.7K$505.0K+$6.3K2026-11-06
Brighton Jones LLC
INCREASED1,9311,837+94+5%$464.8K$494.7K+$29.9K2026-11-03
Golden State Wealth Management, LLC
DECREASED1,8191,829-10-1%$462.6K$465.9K+$3.2K2026-11-02
Certuity, LLC
UNCHANGED1,7551,75500%$444.0K$449.6K+$5.6K2026-11-02
Patten Group, Inc.
DECREASED1,7151,803-88-5%$456.1K$439.3K-$16.8K2026-10-26
Farther Finance Advisors, LLC
DECREASED1,5941,686-92-5%$426.5K$408.3K-$18.2K2026-10-08
Legacies Wealth LLC
UNCHANGED1,5881,58800%$401.7K$406.8K+$5.0K2026-11-02
Merit Financial Group, LLC
DECREASED1,4131,421-8-1%$359.5K$362.0K+$2.5K2026-11-06
Brooklyn FI, LLC
INCREASED1,363126+1,237+982%$31.8K$348.5K+$316.7K2026-11-05
Financial Futures Ltd Liability Co.
INCREASED1,3231,206+117+10%$305.2K$338.8K+$33.6K2026-10-13
Kestra Advisory Services, LLC
UNCHANGED1,2601,26000%$318.9K$322.9K+$4.0K2026-11-02
Great Diamond Partners, LLC
NEW1,216—+1,216——$311.5K—2026-10-13
TruNorth Capital Management, LLC
UNCHANGED1,0031,00300%$253.8K$257.0K+$3.2K2026-10-14
Fifth Third Bancorp
UNCHANGED98998900%$250.2K$253.3K+$3.1K2026-11-05
Kraft, Davis & Associates, LLC
UNCHANGED93293200%$234.2K$237.1K+$2.9K2026-10-21
Mandatum Life Insurance Co Ltd
UNCHANGED92592500%$234.0K$236.9K+$2.9K2026-11-06
Creekside Partners
UNCHANGED88588500%$223.9K$226.7K+$2.8K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED76076000%$192.3K$194.7K+$2.4K2026-10-27
Trust Co of Vermont
NEW724—+724——$185.4K—2026-10-21
US Bancorp \de\
DECREASED655960-305-32%$242.9K$167.8K-$75.1K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED28328300%$71.6K$72.5K+$8992026-11-06
Investors Research Corp
DECREASED273362-89-25%$91.6K$69.9K-$21.6K2026-10-07
Community Financial Services Group, LLC
UNCHANGED27227200%$68.5K$69.5K+$1.1K2026-10-15
Russell Investments Group, Ltd.
UNCHANGED24724700%$62.5K$63.3K+$7842026-11-06
Parallel Advisors, LLC
NEW170—+170——$43.5K—2026-11-03
Assetmark, Inc
UNCHANGED16316300%$41.2K$41.8K+$5172026-10-21
Signature Equity Partners, LLC
UNCHANGED13313300%$33.6K$34.0K+$4222026-10-29
Larson Financial Group LLC
UNCHANGED11511500%$29.1K$29.5K+$3652026-11-05
Harbor Asset Planning, Inc.
UNCHANGED10210200%$25.8K$26.1K+$3242026-10-23
Westside Investment Management, Inc.
UNCHANGED10010000%$25.3K$25.6K+$3172026-11-02
Lanark Financial, Inc.
UNCHANGED808000%$20.2K$20.5K+$2542026-10-26
TD Waterhouse Canada Inc.
UNCHANGED767600%$19.1K$19.4K+$2832026-10-16
4Thought Financial Group Inc.
UNCHANGED494900%$12.4K$12.6K+$2422026-11-02
CX Institutional
UNCHANGED494900%$12$13+$12026-10-02
Kroeger Financial Partners
UNCHANGED343400%$8.6K$8.7K+$1082026-10-19
Archer Investment Corp
UNCHANGED212100%$5.3K$5.4K+$672026-11-05
Rossby Financial, LCC
UNCHANGED181800%$4.6K$4.6K+$582026-11-05
Community Bank, N.A.
UNCHANGED171700%$4.3K$4.4K+$542026-11-06
Wolff Wiese Magana LLC
UNCHANGED111100%$2.8K$2.8K+$352026-10-15
Nottingham Advisors, Inc.
CLOSED0823-823-100%$205.1K$0-$205.1K2026-10-29
Howard Financial Services, Ltd.
CLOSED0806-806-100%$203.9K$0-$203.9K2026-10-15
AdvisorNet Financial, Inc
CLOSED0752-752-100%$190.2K$0-$190.2K2026-10-15
Gill Capital Partners, LLC
CLOSED084-84-100%$21.2K$0-$21.2K2026-10-13
Physician Wealth Advisors, Inc.
DECREASED0162-162-100%$41.0K$63-$41.0K2026-10-20
Betterment LLC
N/A—1,306,320-1,306,320-100%$330.5M———
Morgan Stanley
N/A—210,064-210,064-100%$53.1M———
UBS Group AG
N/A—165,819-165,819-100%$41.9M———
Allianz SE
N/A—114,015-114,015-100%$28.8M———
Bank of America Corp
N/A—105,867-105,867-100%$26.8M———
Investure, LLC
N/A—104,863-104,863-100%$26.5M———
Alliancebernstein L.P.
N/A—86,521-86,521-100%$19.3M———
JPMorgan Chase & Co
N/A—58,149-58,149-100%$14.6M———
BSW Wealth Partners
N/A—55,343-55,343-100%$14.0M———
Royal Bank of Canada
N/A—48,746-48,746-100%$12.3M———
Wells Fargo & Company
N/A—35,434-35,434-100%$9.0M———
National Philanthropic Trust
N/A—32,130-32,130-100%$8.1M———
Ameriprise Financial Inc
N/A—30,255-30,255-100%$7.7M———
AlTi Global, Inc.
N/A—22,274-22,274-100%$5.6M———
Coldstream Capital Management Inc
N/A—18,105-18,105-100%$4.6M———
Mercer Global Advisors Inc
N/A—15,141-15,141-100%$3.8M———
Wealthfront Advisers LLC
N/A—14,093-14,093-100%$3.6M———
Susquehanna International Group, LLP
N/A—12,826-12,826-100%$3.2M———
Van Hulzen Asset Management, LLC
N/A—12,767-12,767-100%$3.2M———
Jane Street Group, LLC
N/A—12,642-12,642-100%$3.2M———
Osaic Holdings, Inc.
N/A—12,618-12,618-100%$3.2M———
Jones Financial Companies Lllp
N/A—8,696-8,696-100%$2.2M———
Envestnet Asset Management Inc
N/A—7,967-7,967-100%$2.0M———
Arax Advisory Partners
N/A—7,344-7,344-100%$1.9M———
AQR Capital Management LLC
N/A—7,344-7,344-100%$1.9M———
HighTower Advisors, LLC
N/A—6,044-6,044-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—5,201-5,201-100%$1.3M———
Cetera Investment Advisers
N/A—5,065-5,065-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—5,034-5,034-100%$1.3M———
Northern Trust Corp
N/A—4,995-4,995-100%$1.3M———
UBS Asset Management Americas LLC
N/A—4,894-4,894-100%$1.2M———
Westmount Partners, LLC
N/A—4,067-4,067-100%$1.0M———
FMR LLC
N/A—3,972-3,972-100%$1.0M———
Ally Invest Advisors Inc.
N/A—3,918-3,918-100%$991.2K———
Plum Street Advisors, LLC
N/A—3,747-3,747-100%$947.9K———
Focus Partners Wealth
N/A—3,344-3,344-100%$846.1K———
Raymond James Financial Inc
N/A—3,146-3,146-100%$795.8K———
Composition Wealth, LLC
N/A—3,079-3,079-100%$778.9K———
Baird Financial Group, Inc.
N/A—2,673-2,673-100%$676.2K———
MML Investors Services, LLC
N/A—2,444-2,444-100%$618.3K———
Northwestern Mutual Wealth Management Co
N/A—2,354-2,354-100%$595.6K———
Geneos Wealth Management Inc.
N/A—2,128-2,128-100%$538.2K———
United Capital Financial Advisors, LLC
N/A—1,913-1,913-100%$484.1K———
Smartleaf Asset Management LLC
N/A—1,908-1,908-100%$479.3K———
Belpointe Asset Management LLC
N/A—1,718-1,718-100%$434.6K———
Ellenbecker Investment Group
N/A—1,472-1,472-100%$372.4K———
Cerity Partners LLC
N/A—1,410-1,410-100%$356.7K———
Glenmede Trust Co NA
N/A—1,396-1,396-100%$353.1K———
KilterHowling LLC
N/A—1,294-1,294-100%$327.2K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,233-1,233-100%$311.9K———
Cary Street Partners Financial LLC
N/A—1,224-1,224-100%$309.6K———
EP Wealth Advisors, LLC
N/A—1,175-1,175-100%$297.2K———
Widmann Financial Services, Inc.
N/A—1,145-1,145-100%$289.7K———
Goldman Sachs Group Inc
N/A—971-971-100%$245.6K———
One Capital Management, LLC
N/A—909-909-100%$202.5K———
&partners
N/A—879-879-100%$222.4K———
Mariner, LLC
N/A—844-844-100%$213.4K———
Harbour Investments, Inc.
N/A—827-827-100%$209.2K———
Atomic Invest LLC
N/A—794-794-100%$199.4K———
Bank of Montreal
N/A—634-634-100%$160.4K———
California State Teachers Retirement System
N/A—523-523-100%$132.3K———
Meramec Financial Planners, LLC
N/A—444-444-100%$110.8K———
Prudential PLC
N/A—439-439-100%$111.1K———
Whittier Trust Co of Nevada Inc
N/A—391-391-100%$98.6K———
Proffitt & Goodson Inc
N/A—353-353-100%$89.3K———
Bartlett & Co. Wealth Management LLC
N/A—210-210-100%$53.1K———
Franklin Resources Inc
N/A—200-200-100%$50.6K———
BlackRock, Inc.
N/A—110-110-100%$27.8K———
Godfrey Financial Associates, Inc.
N/A—94-94-100%$23.8K———
Federation des caisses Desjardins du Quebec
N/A—60-60-100%$15.2K———
Financial Life Planners
N/A—51-51-100%$12.9K———
Vanguard Advisers Inc
N/A—50-50-100%$12.6K———
Front Row Advisors LLC
N/A—45-45-100%$11.6K———
Crewe Advisors LLC
N/A—29-29-100%$7.5K———
Westfuller Advisors, LLC
N/A—17-17-100%$4.3K———
Dunhill Financial, LLC
N/A—15-15-100%$3.8K———
Bernard Wealth Management Corp.
N/A—7-7-100%$1.8K———
Global Retirement Partners, LLC
N/A—2-2-100%$506———
Huntington National Bank
N/A—1-1-100%$253———
Showing 143 of 143 institutions