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Ishares Core Msci Pacific ET (IPAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Trust, Inc.
INCREASED
Shares6,435,448 from 5,977,443
Change+458,005 (+8%)
Value$547.7M (+$58.0M)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares1,132,082 from 940,857
Change+191,225 (+20%)
Value$96.4M (+$19.3M)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares662,529 from 654,722
Change+7,807 (+1%)
Value$56.4M (+$2.7M)
Filed 2026-10-14
Mandatum Life Insurance Co Ltd
INCREASED
Shares291,025 from 261,853
Change+29,172 (+11%)
Value$24.8M (+$3.3M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares225,182 from 225,182
Change0 (0%)
Value$19.2M (+$716.1K)
Filed 2026-10-29
Roberts Financial Services LLC
INCREASED
Shares209,048 from 208,888
Change+160 (+0%)
Value$17.8M (+$677.8K)
Filed 2026-10-23
Greenwood Capital Associates LLC
DECREASED
Shares186,588 from 190,959
Change-4,371 (-2%)
Value$15.9M (+$235.2K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares144,514 from 163,132
Change-18,618 (-11%)
Value$12.3M (-$1.1M)
Filed 2026-11-05
Valley Wealth Managers, Inc.
DECREASED
Shares140,216 from 182,292
Change-42,076 (-23%)
Value$11.9M (-$3.0M)
Filed 2026-10-09
Garde Capital, Inc.
INCREASED
Shares139,298 from 138,788
Change+510 (+0%)
Value$11.9M (+$484.8K)
Filed 2026-10-29
GenTrust, LLC
UNCHANGED
Shares132,979 from 132,979
Change0 (0%)
Value$11.3M (+$422.9K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares131,331 from 109,734
Change+21,597 (+20%)
Value$11.2M (+$2.2M)
Filed 2026-11-06
Amundi
INCREASED
Shares108,404 from 105,514
Change+2,890 (+3%)
Value$9.2M (+$581.5K)
Filed 2026-11-06
Columbus Macro, LLC
INCREASED
Shares88,282 from 88,047
Change+235 (+0%)
Value$7.5M (+$300.0K)
Filed 2026-10-14
Integris Wealth Management, LLC
INCREASED
Shares73,042 from 72,703
Change+339 (+0%)
Value$6.2M (+$260.0K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares70,564 from 71,814
Change-1,250 (-2%)
Value$6.0M (+$122.0K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares67,018 from 65,203
Change+1,815 (+3%)
Value$5.7M (+$361.9K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares40,265 from 41,057
Change-792 (-2%)
Value$3.4M (+$63.2K)
Filed 2026-10-30
FDx Advisors, Inc.
DECREASED
Shares37,500 from 38,988
Change-1,488 (-4%)
Value$3.2M (-$2.0K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares33,508 from 33,871
Change-363 (-1%)
Value$2.9M (+$76.8K)
Filed 2026-10-16
Denver PWM, LLC
INCREASED
Shares31,540 from 29,978
Change+1,562 (+5%)
Value$2.7M (+$91.6K)
Filed 2026-10-22
Presilium Private Wealth, LLC
INCREASED
Shares28,188 from 28,089
Change+99 (+0%)
Value$2.4M (+$97.8K)
Filed 2026-10-26
Willis Johnson Wealth, Inc.
DECREASED
Shares26,832 from 27,892
Change-1,060 (-4%)
Value$2.3M (-$1.5K)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares24,306 from 24,134
Change+172 (+1%)
Value$2.1M (+$91.4K)
Filed 2026-10-15
Family Legacy, Inc.
DECREASED
Shares22,407 from 23,186
Change-779 (-3%)
Value$1.9M (+$7.4K)
Filed 2026-10-13
Security National Bank
INCREASED
Shares21,817 from 20,066
Change+1,751 (+9%)
Value$1.9M (+$212.8K)
Filed 2026-10-26
Richardson Financial Services Inc.
INCREASED
Shares21,726 from 18,257
Change+3,469 (+19%)
Value$1.8M (+$353.3K)
Filed 2026-10-30
Vontobel Holding Ltd.
DECREASED
Shares19,973 from 20,694
Change-721 (-3%)
Value$1.7M (+$4.4K)
Filed 2026-10-16
Mccarter Private Wealth Services LLC
INCREASED
Shares19,458 from 17,579
Change+1,879 (+11%)
Value$1.7M (+$215.8K)
Filed 2026-10-22
Invested Advisors
INCREASED
Shares17,663 from 13,077
Change+4,586 (+35%)
Value$1.5M (+$431.9K)
Filed 2026-10-23
LVZ, Inc.
DECREASED
Shares15,773 from 17,776
Change-2,003 (-11%)
Value$1.3M (-$114.0K)
Filed 2026-10-20
Orba Wealth Advisors, L.L.C.
INCREASED
Shares12,582 from 12,129
Change+453 (+4%)
Value$1.1M (+$77.1K)
Filed 2026-10-23
Inman Jager Wealth Management, LLC
DECREASED
Shares12,412 from 12,464
Change-52 (0%)
Value$1.1M (+$35.2K)
Filed 2026-11-05
Tanager Wealth Management LLP
UNCHANGED
Shares11,574 from 11,574
Change0 (0%)
Value$985.1K (+$36.8K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares10,189 from 10,543
Change-354 (-3%)
Value$867.2K (+$3.3K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares9,369 from 7,737
Change+1,632 (+21%)
Value$797.4K (+$163.5K)
Filed 2026-10-09
Yoffe Investment Management, LLC
UNCHANGED
Shares9,295 from 9,295
Change0 (0%)
Value$791.1K (+$29.6K)
Filed 2026-11-02
Selby Wealth Management, LLC
DECREASED
Shares9,061 from 9,086
Change-25 (0%)
Value$771.1K (+$26.8K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
NEW
Shares9,056
Change+9,056
Value$770.8K
Filed 2026-11-04
Sapient Capital LLC
UNCHANGED
Shares8,317 from 8,317
Change0 (0%)
Value$707.9K (+$26.4K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares8,151 from 5,493
Change+2,658 (+48%)
Value$693.8K (+$243.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares7,767 from 7,715
Change+52 (+1%)
Value$661.0K (+$29.0K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares7,369 from 7,165
Change+204 (+3%)
Value$627.2K (+$40.1K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
INCREASED
Shares7,276 from 5,397
Change+1,879 (+35%)
Value$619.3K (+$175.3K)
Filed 2026-10-28
Williams & Novak Wealth Management, LLC
DECREASED
Shares7,266 from 7,766
Change-500 (-6%)
Value$618.4K (-$17.9K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,576 from 6,887
Change-311 (-5%)
Value$560 (-$563.4K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares6,110 from 6,110
Change0 (0%)
Value$520.0K (+$19.4K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
NEW
Shares6,029
Change+6,029
Value$513.1K
Filed 2026-10-23
AlphaStar Capital Management, LLC
INCREASED
Shares6,002 from 5,808
Change+194 (+3%)
Value$510.8K (+$35.0K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares5,519 from 5,519
Change0 (0%)
Value$464 (-$447.5K)
Filed 2026-11-02
Moneywise, Inc.
NEW
Shares5,464
Change+5,464
Value$465.0K
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED
Shares5,443 from 4,288
Change+1,155 (+27%)
Value$463.3K (+$111.9K)
Filed 2026-11-02
Arkansas Financial Group, Inc.
INCREASED
Shares5,437 from 5,045
Change+392 (+8%)
Value$462.7K (+$49.4K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares5,393 from 5,398
Change-5 (0%)
Value$459.0K (+$16.7K)
Filed 2026-10-08
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares5,310 from 5,310
Change0 (0%)
Value$451.9K (+$16.9K)
Filed 2026-11-03
Guyasuta Investment Advisors Inc
UNCHANGED
Shares4,887 from 4,887
Change0 (0%)
Value$415.9K (+$15.5K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares3,986 from 3,986
Change0 (0%)
Value$326.6K ($0)
Filed 2026-11-06
Southland Equity Partners LLC
DECREASED
Shares3,872 from 3,906
Change-34 (-1%)
Value$329.5K (+$9.5K)
Filed 2026-10-14
Brandywine OAK Private Wealth LLC
DECREASED
Shares3,787 from 8,204
Change-4,417 (-54%)
Value$322.3K (-$349.8K)
Filed 2026-10-23
Mission Wealth Management, LP
UNCHANGED
Shares3,617 from 3,617
Change0 (0%)
Value$307.8K (+$11.5K)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
INCREASED
Shares3,513 from 723
Change+2,790 (+386%)
Value$299.0K (+$239.8K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
DECREASED
Shares3,408 from 3,912
Change-504 (-13%)
Value$290.1K (-$30.5K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
INCREASED
Shares3,167 from 3,109
Change+58 (+2%)
Value$269.5K (+$14.8K)
Filed 2026-10-15
Brian LOW Financial Group, LLC
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$253.7K (+$9.5K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
DECREASED
Shares2,957 from 3,369
Change-412 (-12%)
Value$251.7K (-$24.4K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
UNCHANGED
Shares2,854 from 2,854
Change0 (0%)
Value$242.9K (+$9.1K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
NEW
Shares2,708
Change+2,708
Value$229.2K
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares2,697 from 395
Change+2,302 (+583%)
Value$229.6K (+$197.2K)
Filed 2026-11-05
Opus Financial Solutions LLC
UNCHANGED
Shares2,565 from 2,565
Change0 (0%)
Value$218.3K (+$8.2K)
Filed 2026-11-06
Balance Wealth Partners LLC
INCREASED
Shares2,507 from 2,457
Change+50 (+2%)
Value$213.3K (+$12.1K)
Filed 2026-10-27
Channel Wealth LLC
INCREASED
Shares2,467 from 2,462
Change+5 (+0%)
Value$210.0K (+$8.3K)
Filed 2026-11-06
Grey Ledge Advisors, LLC
NEW
Shares2,425
Change+2,425
Value$206.4K
Filed 2026-11-02
John W. Brooker & Co., CPAs
NEW
Shares2,418
Change+2,418
Value$205.8K
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares2,017 from 1,615
Change+402 (+25%)
Value$171.5K (+$39.2K)
Filed 2026-10-30
Compass Wealth Management LLC
NEW
Shares1,651
Change+1,651
Value$140.5K
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
NEW
Shares1,504
Change+1,504
Value$128.0K
Filed 2026-11-05
Gleason Group, Inc.
DECREASED
Shares1,300 from 1,752
Change-452 (-26%)
Value$110.6K (-$32.9K)
Filed 2026-10-15
Addison Advisors LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$105.5K (+$3.9K)
Filed 2026-11-06
Chilton Capital Management LLC
NEW
Shares1,009
Change+1,009
Value$85.9K
Filed 2026-10-28
CoreCap Advisors, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$53.4K (+$2.0K)
Filed 2026-10-08
Lanark Financial, Inc.
INCREASED
Shares583 from 575
Change+8 (+1%)
Value$49.6K (+$2.5K)
Filed 2026-10-26
Activest Wealth Management
NEW
Shares539
Change+539
Value$45.9K
Filed 2026-10-15
Coston, McIsaac & Partners
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$43.2K (+$43.1K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$41.5K (+$1.6K)
Filed 2026-10-21
Kings Path Partners LLC
DECREASED
Shares482 from 483
Change-1 (0%)
Value$41.0K (+$1.5K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares353 from 363
Change-10 (-3%)
Value$30.0K (+$303)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares262 from 202
Change+60 (+30%)
Value$22.3K (+$5.7K)
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$14.9K (+$556)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$13.4K (+$500)
Filed 2026-11-06
Russell Investments Group, Ltd.
NEW
Shares152
Change+152
Value$12.9K
Filed 2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$10.6K (+$398)
Filed 2026-10-28
TD Waterhouse Canada Inc.
NEW
Shares109
Change+109
Value$9.3K
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$8.1K (+$302)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.5K (+$167)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.4K (+$166)
Filed 2026-10-30
Go Invest LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$3.2K (+$118)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
NEW
Shares35
Change+35
Value$3.0K
Filed 2026-11-03
Creative Financial Designs Inc
NEW
Shares22
Change+22
Value$1.9K
Filed 2026-11-04
Central Pacific Bank - Trust Division
INCREASED
Shares17 from 9
Change+8 (+89%)
Value$1.4K (+$710)
Filed 2026-10-06
Princeton Global Asset Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.4K (+$51)
Filed 2026-10-21
Realta Investment Advisors
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$340 (+$12)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$33.4K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$24.7K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-06
JPMorgan Chase & Co
N/A
Shares— from 2,844,032
Change-2,844,032 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,677,633
Change-2,677,633 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,202,282
Change-1,202,282 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,094,986
Change-1,094,986 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,026,218
Change-1,026,218 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 610,501
Change-610,501 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 552,211
Change-552,211 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 404,717
Change-404,717 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 334,311
Change-334,311 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 254,769
Change-254,769 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 226,260
Change-226,260 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 204,312
Change-204,312 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 203,327
Change-203,327 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 151,502
Change-151,502 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 148,371
Change-148,371 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 146,502
Change-146,502 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 140,969
Change-140,969 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 101,789
Change-101,789 (-100%)
Value—
UBS Group AG
N/A
Shares— from 88,899
Change-88,899 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 77,364
Change-77,364 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 70,357
Change-70,357 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 65,760
Change-65,760 (-100%)
Value—
Es4, LLC
N/A
Shares— from 51,646
Change-51,646 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 31,319
Change-31,319 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 30,758
Change-30,758 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 29,553
Change-29,553 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 28,683
Change-28,683 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 25,132
Change-25,132 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 25,132
Change-25,132 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 21,256
Change-21,256 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,236
Change-20,236 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,262
Change-19,262 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 18,903
Change-18,903 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,884
Change-18,884 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 16,589
Change-16,589 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,503
Change-16,503 (-100%)
Value—
Calydon Capital
N/A
Shares— from 14,622
Change-14,622 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,462
Change-14,462 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 12,039
Change-12,039 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,565
Change-10,565 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,814
Change-8,814 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,398
Change-8,398 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,612
Change-7,612 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Bank OZK
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,838
Change-4,838 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 382
Change-382 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 314
Change-314 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 120
Change-120 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 99
Change-99 (-100%)
Value—
Blair William & Co
N/A
Shares— from 75
Change-75 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Blue Trust, Inc.
INCREASED6,435,4485,977,443+458,005+8%$489.7M$547.7M+$58.0M2026-10-15
Assetmark, Inc
INCREASED1,132,082940,857+191,225+20%$77.1M$96.4M+$19.3M2026-10-21
Mather Group, Llc.
INCREASED662,529654,722+7,807+1%$53.6M$56.4M+$2.7M2026-10-14
Mandatum Life Insurance Co Ltd
INCREASED291,025261,853+29,172+11%$21.5M$24.8M+$3.3M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED225,182225,18200%$18.4M$19.2M+$716.1K2026-10-29
Roberts Financial Services LLC
INCREASED209,048208,888+160+0%$17.1M$17.8M+$677.8K2026-10-23
Greenwood Capital Associates LLC
DECREASED186,588190,959-4,371-2%$15.6M$15.9M+$235.2K2026-10-27
Thrivent Financial for Lutherans
DECREASED144,514163,132-18,618-11%$13.4M$12.3M-$1.1M2026-11-05
Valley Wealth Managers, Inc.
DECREASED140,216182,292-42,076-23%$14.9M$11.9M-$3.0M2026-10-09
Garde Capital, Inc.
INCREASED139,298138,788+510+0%$11.4M$11.9M+$484.8K2026-10-29
GenTrust, LLC
UNCHANGED132,979132,97900%$10.9M$11.3M+$422.9K2026-11-06
LPL Financial LLC
INCREASED131,331109,734+21,597+20%$9.0M$11.2M+$2.2M2026-11-06
Amundi
INCREASED108,404105,514+2,890+3%$8.6M$9.2M+$581.5K2026-11-06
Columbus Macro, LLC
INCREASED88,28288,047+235+0%$7.2M$7.5M+$300.0K2026-10-14
Integris Wealth Management, LLC
INCREASED73,04272,703+339+0%$6.0M$6.2M+$260.0K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED70,56471,814-1,250-2%$5.9M$6.0M+$122.0K2026-10-20
Creative Planning
INCREASED67,01865,203+1,815+3%$5.3M$5.7M+$361.9K2026-11-02
Truist Financial Corp
DECREASED40,26541,057-792-2%$3.4M$3.4M+$63.2K2026-10-30
FDx Advisors, Inc.
DECREASED37,50038,988-1,488-4%$3.2M$3.2M-$2.0K2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED33,50833,871-363-1%$2.8M$2.9M+$76.8K2026-10-16
Denver PWM, LLC
INCREASED31,54029,978+1,562+5%$2.6M$2.7M+$91.6K2026-10-22
Presilium Private Wealth, LLC
INCREASED28,18828,089+99+0%$2.3M$2.4M+$97.8K2026-10-26
Willis Johnson Wealth, Inc.
DECREASED26,83227,892-1,060-4%$2.3M$2.3M-$1.5K2026-11-03
Global Financial Private Client, LLC
INCREASED24,30624,134+172+1%$2.0M$2.1M+$91.4K2026-10-15
Family Legacy, Inc.
DECREASED22,40723,186-779-3%$1.9M$1.9M+$7.4K2026-10-13
Security National Bank
INCREASED21,81720,066+1,751+9%$1.6M$1.9M+$212.8K2026-10-26
Richardson Financial Services Inc.
INCREASED21,72618,257+3,469+19%$1.5M$1.8M+$353.3K2026-10-30
Vontobel Holding Ltd.
DECREASED19,97320,694-721-3%$1.7M$1.7M+$4.4K2026-10-16
Mccarter Private Wealth Services LLC
INCREASED19,45817,579+1,879+11%$1.4M$1.7M+$215.8K2026-10-22
Invested Advisors
INCREASED17,66313,077+4,586+35%$1.1M$1.5M+$431.9K2026-10-23
LVZ, Inc.
DECREASED15,77317,776-2,003-11%$1.5M$1.3M-$114.0K2026-10-20
Orba Wealth Advisors, L.L.C.
INCREASED12,58212,129+453+4%$993.7K$1.1M+$77.1K2026-10-23
Inman Jager Wealth Management, LLC
DECREASED12,41212,464-520%$1.0M$1.1M+$35.2K2026-11-05
Tanager Wealth Management LLP
UNCHANGED11,57411,57400%$948.3K$985.1K+$36.8K2026-10-19
Commonwealth Equity Services, LLC
DECREASED10,18910,543-354-3%$863.8K$867.2K+$3.3K2026-11-02
Balefire, LLC
INCREASED9,3697,737+1,632+21%$633.9K$797.4K+$163.5K2026-10-09
Yoffe Investment Management, LLC
UNCHANGED9,2959,29500%$761.5K$791.1K+$29.6K2026-11-02
Selby Wealth Management, LLC
DECREASED9,0619,086-250%$744.4K$771.1K+$26.8K2026-10-16
EverSource Wealth Advisors, LLC
NEW9,056—+9,056——$770.8K—2026-11-04
Sapient Capital LLC
UNCHANGED8,3178,31700%$681.4K$707.9K+$26.4K2026-10-08
Kestra Advisory Services, LLC
INCREASED8,1515,493+2,658+48%$450.0K$693.8K+$243.7K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED7,7677,715+52+1%$632.1K$661.0K+$29.0K2026-10-16
US Bancorp \de\
INCREASED7,3697,165+204+3%$587.0K$627.2K+$40.1K2026-11-05
Outlook Wealth Advisors, LLC
INCREASED7,2765,397+1,879+35%$444.0K$619.3K+$175.3K2026-10-28
Williams & Novak Wealth Management, LLC
DECREASED7,2667,766-500-6%$636.3K$618.4K-$17.9K2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED6,5766,887-311-5%$564.0K$560-$563.4K2026-11-02
Mirae Asset Global Investments Co., Ltd.
UNCHANGED6,1106,11000%$500.6K$520.0K+$19.4K2026-11-03
Kingswood Wealth Advisors, LLC
NEW6,029—+6,029——$513.1K—2026-10-23
AlphaStar Capital Management, LLC
INCREASED6,0025,808+194+3%$475.9K$510.8K+$35.0K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED5,5195,51900%$448.0K$464-$447.5K2026-11-02
Moneywise, Inc.
NEW5,464—+5,464——$465.0K—2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED5,4434,288+1,155+27%$351.3K$463.3K+$111.9K2026-11-02
Arkansas Financial Group, Inc.
INCREASED5,4375,045+392+8%$413.3K$462.7K+$49.4K2026-10-26
Farther Finance Advisors, LLC
DECREASED5,3935,398-50%$442.3K$459.0K+$16.7K2026-10-08
Edgemoor Investment Advisors, Inc.
UNCHANGED5,3105,31000%$435.0K$451.9K+$16.9K2026-11-03
Guyasuta Investment Advisors Inc
UNCHANGED4,8874,88700%$400.4K$415.9K+$15.5K2026-10-15
Allworth Financial LP
UNCHANGED3,9863,98600%$326.6K$326.6K$02026-11-06
Southland Equity Partners LLC
DECREASED3,8723,906-34-1%$320.0K$329.5K+$9.5K2026-10-14
Brandywine OAK Private Wealth LLC
DECREASED3,7878,204-4,417-54%$672.2K$322.3K-$349.8K2026-10-23
Mission Wealth Management, LP
UNCHANGED3,6173,61700%$296.3K$307.8K+$11.5K2026-10-15
LFA - Lugano Financial Advisors SA
INCREASED3,513723+2,790+386%$59.2K$299.0K+$239.8K2026-11-03
Signal Advisors Wealth, LLC
DECREASED3,4083,912-504-13%$320.5K$290.1K-$30.5K2026-10-13
Hoxton Planning & Management, LLC
INCREASED3,1673,109+58+2%$254.7K$269.5K+$14.8K2026-10-15
Brian LOW Financial Group, LLC
UNCHANGED2,9812,98100%$244.3K$253.7K+$9.5K2026-10-28
Silver Grove Financial Group, Inc.
DECREASED2,9573,369-412-12%$276.0K$251.7K-$24.4K2026-11-05
Canandaigua National Bank & Trust Co
UNCHANGED2,8542,85400%$233.8K$242.9K+$9.1K2026-10-07
Wealth Enhancement Advisory Services, LLC
NEW2,708—+2,708——$229.2K—2026-10-13
Rossby Financial, LCC
INCREASED2,697395+2,302+583%$32.4K$229.6K+$197.2K2026-11-05
Opus Financial Solutions LLC
UNCHANGED2,5652,56500%$210.2K$218.3K+$8.2K2026-11-06
Balance Wealth Partners LLC
INCREASED2,5072,457+50+2%$201.3K$213.3K+$12.1K2026-10-27
Channel Wealth LLC
INCREASED2,4672,462+5+0%$201.7K$210.0K+$8.3K2026-11-06
Grey Ledge Advisors, LLC
NEW2,425—+2,425——$206.4K—2026-11-02
John W. Brooker & Co., CPAs
NEW2,418—+2,418——$205.8K—2026-10-21
Capital Investment Advisory Services, LLC
INCREASED2,0171,615+402+25%$132.3K$171.5K+$39.2K2026-10-30
Compass Wealth Management LLC
NEW1,651—+1,651——$140.5K—2026-10-22
Three Bridge Wealth Advisors, LLC
NEW1,504—+1,504——$128.0K—2026-11-05
Gleason Group, Inc.
DECREASED1,3001,752-452-26%$143.5K$110.6K-$32.9K2026-10-15
Addison Advisors LLC
UNCHANGED1,2401,24000%$101.6K$105.5K+$3.9K2026-11-06
Chilton Capital Management LLC
NEW1,009—+1,009——$85.9K—2026-10-28
CoreCap Advisors, LLC
UNCHANGED62862800%$51.5K$53.4K+$2.0K2026-10-08
Lanark Financial, Inc.
INCREASED583575+8+1%$47.1K$49.6K+$2.5K2026-10-26
Activest Wealth Management
NEW539—+539——$45.9K—2026-10-15
Coston, McIsaac & Partners
UNCHANGED50750700%$41$43.2K+$43.1K2026-11-06
Trust Co of Vermont
UNCHANGED48848800%$40.0K$41.5K+$1.6K2026-10-21
Kings Path Partners LLC
DECREASED482483-10%$39.5K$41.0K+$1.5K2026-10-21
Fifth Third Bancorp
DECREASED353363-10-3%$29.7K$30.0K+$3032026-11-05
Cape Investment Advisory, Inc.
INCREASED262202+60+30%$16.6K$22.3K+$5.7K2026-10-13
AlphaCore Capital LLC
UNCHANGED17517500%$14.3K$14.9K+$5562026-11-04
PNC Financial Services Group, Inc.
UNCHANGED15715700%$12.9K$13.4K+$5002026-11-06
Russell Investments Group, Ltd.
NEW152—+152——$12.9K—2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED12512500%$10.2K$10.6K+$3982026-10-28
TD Waterhouse Canada Inc.
NEW109—+109——$9.3K—2026-10-16
Compass Financial Management LLC
UNCHANGED959500%$7.8K$8.1K+$3022026-10-30
Signaturefd, LLC
UNCHANGED525200%$4.3K$4.5K+$1672026-10-23
Spire Wealth Management
UNCHANGED525200%$4.3K$4.4K+$1662026-10-30
Go Invest LLC
UNCHANGED373700%$3.1K$3.2K+$1182026-10-09
Ashton Thomas Private Wealth, LLC
NEW35—+35——$3.0K—2026-11-03
Creative Financial Designs Inc
NEW22—+22——$1.9K—2026-11-04
Central Pacific Bank - Trust Division
INCREASED179+8+89%$737$1.4K+$7102026-10-06
Princeton Global Asset Management LLC
UNCHANGED161600%$1.3K$1.4K+$512026-10-21
Realta Investment Advisors
UNCHANGED4400%$328$340+$122026-10-14
International Assets Investment Management, LLC
CLOSED0409-409-100%$33.4K$0-$33.4K2026-11-02
Salem Investment Counselors Inc
CLOSED0301-301-100%$24.7K$0-$24.7K2026-10-13
BankPlus Trust Department
CLOSED038-38-100%$3.1K$0-$3.1K2026-11-06
JPMorgan Chase & Co
N/A—2,844,032-2,844,032-100%$232.8M———
Envestnet Asset Management Inc
N/A—2,677,633-2,677,633-100%$219.4M———
Charles Schwab Investment Management Inc
N/A—1,202,282-1,202,282-100%$98.5M———
Nomura Asset Management International Inc.
N/A—1,094,986-1,094,986-100%$89.7M———
Morgan Stanley
N/A—1,026,218-1,026,218-100%$84.1M———
Stifel Financial Corp
N/A—610,501-610,501-100%$50.0M———
Elm Partners Management LLC
N/A—552,211-552,211-100%$45.2M———
Cetera Investment Advisers
N/A—404,717-404,717-100%$33.2M———
Smithfield Trust Co
N/A—334,311-334,311-100%$27.4M———
Bessemer Group Inc
N/A—254,769-254,769-100%$20.9M———
Rockefeller Capital Management L.P.
N/A—226,260-226,260-100%$18.5M———
Bank of America Corp
N/A—204,312-204,312-100%$16.7M———
Wells Fargo & Company
N/A—203,327-203,327-100%$16.7M———
Vident Advisory, LLC
N/A—151,502-151,502-100%$12.4M———
Blue Edge Capital, LLC
N/A—148,371-148,371-100%$12.2M———
Osaic Holdings, Inc.
N/A—146,502-146,502-100%$12.0M———
BlackRock, Inc.
N/A—140,969-140,969-100%$11.5M———
Goldman Sachs Group Inc
N/A—101,789-101,789-100%$8.3M———
UBS Group AG
N/A—88,899-88,899-100%$7.3M———
United Capital Financial Advisors, LLC
N/A—77,364-77,364-100%$6.3M———
Lazard Asset Management LLC
N/A—70,357-70,357-100%$5.8M———
Financial Gravity Companies, Inc.
N/A—65,760-65,760-100%$5.4M———
Es4, LLC
N/A—51,646-51,646-100%$4.2M———
Millington Financial Advisors, LLC
N/A—31,319-31,319-100%$2.5M———
HighTower Advisors, LLC
N/A—30,758-30,758-100%$2.5M———
Atlas Capital Advisors Inc.
N/A—29,553-29,553-100%$2.4M———
Dogwood Wealth Management LLC
N/A—28,683-28,683-100%$2.4M———
Belpointe Asset Management LLC
N/A—25,132-25,132-100%$2.1M———
Fortis Capital Advisors, LLC
N/A—25,132-25,132-100%$2.1M———
PAX Financial Group, LLC
N/A—21,256-21,256-100%$1.7M———
Susquehanna International Group, LLP
N/A—20,236-20,236-100%$1.7M———
Quantinno Capital Management LP
N/A—19,262-19,262-100%$1.6M———
Jacobs Equity LLC
N/A—18,903-18,903-100%$1.5M———
Royal Bank of Canada
N/A—18,884-18,884-100%$1.5M———
Forum Finance Group S.A.
N/A—16,589-16,589-100%$1.1K———
Raymond James Financial Inc
N/A—16,503-16,503-100%$1.4M———
Calydon Capital
N/A—14,622-14,622-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—14,462-14,462-100%$1.2M———
Wellspring Financial Advisors, LLC
N/A—12,039-12,039-100%$986.4K———
Northern Trust Corp
N/A—10,565-10,565-100%$865.6K———
Element Wealth, LLC
N/A—9,266-9,266-100%$759.2K———
Private Advisor Group, LLC
N/A—8,955-8,955-100%$733.7K———
MML Investors Services, LLC
N/A—8,814-8,814-100%$722.2K———
FMR LLC
N/A—8,476-8,476-100%$694.4K———
Betterment LLC
N/A—8,398-8,398-100%$688.0K———
Ameriprise Financial Inc
N/A—8,338-8,338-100%$683.1K———
Caprock Group, LLC
N/A—7,944-7,944-100%$650.9K———
Jones Financial Companies Lllp
N/A—7,612-7,612-100%$621.6K———
Mercer Global Advisors Inc
N/A—7,592-7,592-100%$622.0K———
Bank OZK
N/A—7,467-7,467-100%$611.8K———
Summitpoint Capital Management
N/A—6,501-6,501-100%$532.6K———
Gateway Wealth Partners, LLC
N/A—6,136-6,136-100%$502.7K———
Rehmann Capital Advisory Group
N/A—6,089-6,089-100%$498.9K———
NewEdge Advisors, LLC
N/A—5,608-5,608-100%$459.5K———
Sanctuary Advisors, LLC
N/A—4,838-4,838-100%$396.4K———
Spirepoint Private Client, LLC
N/A—4,784-4,784-100%$392.0K———
Captrust Financial Advisors
N/A—4,653-4,653-100%$381.2K———
MAI Capital Management
N/A—4,498-4,498-100%$368.5K———
Wealthfront Advisers LLC
N/A—4,341-4,341-100%$355.7K———
Pathstone Holdings, LLC
N/A—4,231-4,231-100%$346.6K———
Jane Street Group, LLC
N/A—4,057-4,057-100%$332.4K———
Northwestern Mutual Wealth Management Co
N/A—3,981-3,981-100%$326.2K———
Harbour Investments, Inc.
N/A—3,783-3,783-100%$310.0K———
Savvy Advisors, Inc.
N/A—3,739-3,739-100%$306.3K———
OneDigital Investment Advisors LLC
N/A—3,707-3,707-100%$303.7K———
Mariner, LLC
N/A—3,554-3,554-100%$291.2K———
Integrated Wealth Concepts LLC
N/A—3,331-3,331-100%$272.9K———
AQR Capital Management LLC
N/A—3,189-3,189-100%$261.3K———
Allie Family Office LLC
N/A—3,167-3,167-100%$259.5K———
World Investment Advisors
N/A—3,044-3,044-100%$243.9K———
Strategic Wealth Partners, Ltd.
N/A—2,981-2,981-100%$244.3K———
Alaska Wealth Advisors, LLC
N/A—2,900-2,900-100%$237.6K———
Stock Yards Bank & Trust Co
N/A—2,892-2,892-100%$236.9K———
Focus Partners Advisor Solutions, LLC
N/A—2,672-2,672-100%$218.9K———
O'shaughnessy Asset Management, LLC
N/A—2,080-2,080-100%$170.4K———
Ameriflex Group, Inc.
N/A—1,784-1,784-100%$146.2K———
Cardiff Park Advisors, LLC
N/A—1,291-1,291-100%$105.8K———
Arax Advisory Partners
N/A—1,200-1,200-100%$98.3K———
CVA Family Office, LLC
N/A—1,085-1,085-100%$88.9K———
AE Wealth Management LLC
N/A—879-879-100%$72.0K———
Bogart Wealth, LLC
N/A—710-710-100%$58.2K———
Bank of Montreal
N/A—382-382-100%$31.3K———
Waverly Advisors, LLC
N/A—349-349-100%$28.6K———
Vanguard Advisers Inc
N/A—314-314-100%$25.7K———
Global Retirement Partners, LLC
N/A—246-246-100%$20.2K———
Dunhill Financial, LLC
N/A—194-194-100%$15.9K———
Continuum Advisory, LLC
N/A—154-154-100%$12.6K———
IFG Advisory, LLC
N/A—149-149-100%$12.2K———
IMA Advisory Services, Inc.
N/A—124-124-100%$10.2K———
Glenmede Trust Co NA
N/A—120-120-100%$9.8K———
BFC Planning, Inc.
N/A—99-99-100%$8.1K———
Blair William & Co
N/A—75-75-100%$6.1K———
Aptus Capital Advisors, LLC
N/A—71-71-100%$5.8K———
HHM Wealth Advisors, LLC
N/A—41-41-100%$3.4K———
UBS Asset Management Americas LLC
N/A—34-34-100%$2.8K———
Chesapeake Asset Management LLC
N/A—13-13-100%$1.1K———
Delos Wealth Advisors, LLC
N/A—10-10-100%$820———
Steigerwald, Gordon & Koch Inc.
N/A—2-2-100%$164———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1-1-100%$82———
Showing 203 of 203 institutions