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Ishares Msci United Kingdom (EWU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Millburn Ridgefield LLC
INCREASED
Shares1,631,229 from 1,513,034
Change+118,195 (+8%)
Value$75.9M (+$6.1M)
Filed 2026-11-06
Catalyst Capital Advisors LLC
INCREASED
Shares1,631,229 from 1,513,034
Change+118,195 (+8%)
Value$75.9M (+$6.1M)
Filed 2026-11-02
Fisher Asset Management, LLC
DECREASED
Shares1,094,371 from 1,138,057
Change-43,686 (-4%)
Value$50.9M (-$1.6M)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares898,589 from 757,648
Change+140,941 (+19%)
Value$41.8M (+$6.9M)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares475,868 from 513,152
Change-37,284 (-7%)
Value$22.1M (-$1.5M)
Filed 2026-11-06
Union Bancaire Privee, UBP SA
UNCHANGED
Shares472,526 from 472,526
Change0 (0%)
Value$22.1M (+$333.3K)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares270,485 from 276,703
Change-6,218 (-2%)
Value$12.6M (-$181.4K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares269,946 from 243,926
Change+26,020 (+11%)
Value$12.6M (+$1.3M)
Filed 2026-11-02
Rothschild & Co Wealth Management UK Ltd
INCREASED
Shares264,370 from 173,384
Change+90,986 (+52%)
Value$12.3M (+$4.3M)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares159,497 from 162,936
Change-3,439 (-2%)
Value$7.4M (-$96.5K)
Filed 2026-10-15
Sharper & Granite LLC
DECREASED
Shares150,612 from 152,647
Change-2,035 (-1%)
Value$6.9M (-$181.3K)
Filed 2026-11-02
Pictet North America Advisors SA
DECREASED
Shares133,883 from 139,982
Change-6,099 (-4%)
Value$6.2M (-$229.2K)
Filed 2026-10-21
Valence8 US LP
UNCHANGED
Shares121,275 from 121,275
Change0 (0%)
Value$5.6M (+$47.3K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares119,795 from 112,159
Change+7,636 (+7%)
Value$5.6M (+$399.0K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares106,784 from 88,920
Change+17,864 (+20%)
Value$4.9K (-$4.1M)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares100,434 from 97,503
Change+2,931 (+3%)
Value$4.7M (+$174.4K)
Filed 2026-10-23
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares99,996 from 105,497
Change-5,501 (-5%)
Value$4.7M (-$214.8K)
Filed 2026-10-29
Idaho Trust Co
DECREASED
Shares79,053 from 83,487
Change-4,434 (-5%)
Value$3.7M (-$173.7K)
Filed 2026-11-04
Maseco LLP
NEW
Shares73,578
Change+73,578
Value$3.4M
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares62,316 from 62,428
Change-112 (0%)
Value$2.9M (+$19.1K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares51,233 from 49,289
Change+1,944 (+4%)
Value$2.4K (-$2.3M)
Filed 2026-10-26
Providence First Trust Co
INCREASED
Shares40,347 from 34,476
Change+5,871 (+17%)
Value$1.9M (+$286.6K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares39,676 from 49,591
Change-9,915 (-20%)
Value$1.9M (-$390.4K)
Filed 2026-11-04
Barry Investment Advisors, LLC
UNCHANGED
Shares30,956 from 30,956
Change0 (0%)
Value$1.4M (+$12.1K)
Filed 2026-10-14
HB Wealth Management, LLC
UNCHANGED
Shares30,173 from 30,173
Change0 (0%)
Value$1.4M (+$11.8K)
Filed 2026-10-23
Robinson Value Management, Ltd.
INCREASED
Shares30,136 from 28,393
Change+1,743 (+6%)
Value$1.4M (+$92.2K)
Filed 2026-10-20
Sarasin & Partners LLP
DECREASED
Shares29,395 from 86,957
Change-57,562 (-66%)
Value$1.4M (-$2.6M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares27,565 from 23,805
Change+3,760 (+16%)
Value$1.3M (+$165.0K)
Filed 2026-10-13
Sage Capital Management, LLC
UNCHANGED
Shares26,351 from 26,351
Change0 (0%)
Value$1.2M (+$10.3K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED
Shares26,017 from 28,253
Change-2,236 (-8%)
Value$1.2M (-$93.0K)
Filed 2026-10-16
Lmcg Investments, LLC
DECREASED
Shares25,380 from 26,254
Change-874 (-3%)
Value$1.2M (-$30.4K)
Filed 2026-10-21
Contravisory Investment Management, Inc.
DECREASED
Shares25,319 from 26,804
Change-1,485 (-6%)
Value$1.2M (-$58.6K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.2M (+$9.8K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,729 from 24,316
Change+413 (+2%)
Value$1.2K (-$1.1M)
Filed 2026-11-02
Creekside Partners
UNCHANGED
Shares23,380 from 23,380
Change0 (0%)
Value$1.1M (+$9.1K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares22,410 from 22,355
Change+55 (+0%)
Value$1.0M (+$11.3K)
Filed 2026-11-04
Boltwood Capital Management
INCREASED
Shares18,975 from 17,375
Change+1,600 (+9%)
Value$882.9K (+$81.2K)
Filed 2026-10-02
Acima Private Wealth, LLC
DECREASED
Shares18,404 from 18,479
Change-75 (0%)
Value$856.3K (+$3.7K)
Filed 2026-10-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$846.8K (+$7.1K)
Filed 2026-10-20
Innealta Capital, LLC
UNCHANGED
Shares17,889 from 17,889
Change0 (0%)
Value$832.4K (+$7.0K)
Filed 2026-11-02
BFI Infinity Ltd.
UNCHANGED
Shares13,150 from 13,150
Change0 (0%)
Value$611.9K (+$5.1K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares13,090 from 16,051
Change-2,961 (-18%)
Value$609.1K (-$131.5K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares12,991 from 11,509
Change+1,482 (+13%)
Value$604.5K (+$73.4K)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
DECREASED
Shares12,454 from 12,479
Change-25 (0%)
Value$579.5K (+$3.7K)
Filed 2026-10-16
Tactive Advisors, LLC
INCREASED
Shares12,065 from 7,338
Change+4,727 (+64%)
Value$561.4K (+$222.8K)
Filed 2026-10-08
Diversified Enterprises, LLC
NEW
Shares12,060
Change+12,060
Value$561.2K
Filed 2026-10-19
Signaturefd, LLC
UNCHANGED
Shares11,936 from 11,936
Change0 (0%)
Value$555.4K (+$4.7K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares11,584 from 13,767
Change-2,183 (-16%)
Value$539.0K (-$96.2K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares11,100 from 13,698
Change-2,598 (-19%)
Value$516.5K (-$115.5K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares10,854 from 37,258
Change-26,404 (-71%)
Value$505.0K (-$1.2M)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares10,637 from 10,707
Change-70 (-1%)
Value$494.9K (+$919)
Filed 2026-10-08
Visionary Horizons, LLC
DECREASED
Shares10,440 from 10,565
Change-125 (-1%)
Value$485.8K (-$1.7K)
Filed 2026-10-22
Retirement Planning Group, LLC
INCREASED
Shares10,121 from 9,111
Change+1,010 (+11%)
Value$470.9K (+$50.5K)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares9,683 from 610,806
Change-601,123 (-98%)
Value$450.6K (-$27.7M)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED
Shares9,603 from 10,502
Change-899 (-9%)
Value$446.8K (-$37.7K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares9,332 from 7,966
Change+1,366 (+17%)
Value$434.2K (+$66.7K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares9,163 from 9,235
Change-72 (-1%)
Value$426.4K (+$294)
Filed 2026-11-05
JGP Wealth Management, LLC
INCREASED
Shares8,595 from 6,462
Change+2,133 (+33%)
Value$399.9K (+$101.8K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED
Shares8,247 from 8,247
Change0 (0%)
Value$383.7K (+$3.2K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares8,132 from 7,860
Change+272 (+3%)
Value$378.4K (+$15.7K)
Filed 2026-11-06
SteelPeak Wealth, LLC
INCREASED
Shares7,514 from 5,324
Change+2,190 (+41%)
Value$349.6K (+$104.0K)
Filed 2026-10-16
Sterling Investment Counsel, LLC
INCREASED
Shares6,968 from 6,638
Change+330 (+5%)
Value$324.2K (+$17.9K)
Filed 2026-10-19
Chapman Financial Group, LLC
UNCHANGED
Shares6,785 from 6,785
Change0 (0%)
Value$315.7K (+$2.6K)
Filed 2026-10-26
Climber Capital SA
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$297.8K (-$5.9K)
Filed 2026-10-20
Americana Partners, LLC
UNCHANGED
Shares6,486 from 6,486
Change0 (0%)
Value$301.8K (+$2.5K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares6,360
Change+6,360
Value$296.6K
Filed 2026-11-03
Savant Capital, LLC
NEW
Shares5,451
Change+5,451
Value$253.6K
Filed 2026-11-06
Lunt Capital Management, Inc.
INCREASED
Shares5,407 from 5,401
Change+6 (+0%)
Value$251.6K (+$2.4K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
NEW
Shares5,207
Change+5,207
Value$242.3K
Filed 2026-10-16
Simplicity Wealth,LLC
NEW
Shares5,182
Change+5,182
Value$241.1K
Filed 2026-10-23
Richardson Financial Services Inc.
INCREASED
Shares5,155 from 4,770
Change+385 (+8%)
Value$239.9K (+$19.8K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares5,073 from 5,773
Change-700 (-12%)
Value$236.0K (-$30.3K)
Filed 2026-10-26
SVB Wealth LLC
UNCHANGED
Shares5,071 from 5,071
Change0 (0%)
Value$236.0K (+$2.0K)
Filed 2026-11-06
Finley Financial, LLC
UNCHANGED
Shares5,040 from 5,040
Change0 (0%)
Value$231.3K (-$1.3K)
Filed 2026-10-28
Compagnie Lombard Odier SCmA
UNCHANGED
Shares5,019 from 5,019
Change0 (0%)
Value$233.5K (+$2.0K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares4,665 from 9,581
Change-4,916 (-51%)
Value$217.1K (-$225.0K)
Filed 2026-11-02
Values Added Financial LLC
DECREASED
Shares4,584 from 5,760
Change-1,176 (-20%)
Value$213.3K (-$52.5K)
Filed 2026-10-28
Accurate Wealth Management, LLC
NEW
Shares4,507
Change+4,507
Value$211.0K
Filed 2026-10-20
Trek Financial, LLC
DECREASED
Shares4,455 from 24,773
Change-20,318 (-82%)
Value$207.3K (-$935.7K)
Filed 2026-10-29
Legacy Bridge, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$186.1K (+$1.6K)
Filed 2026-10-28
Russell Investments Group, Ltd.
INCREASED
Shares3,613 from 2,486
Change+1,127 (+45%)
Value$168.1K (+$53.4K)
Filed 2026-11-06
AlphaCentric Advisors LLC
INCREASED
Shares3,534 from 3,252
Change+282 (+9%)
Value$164.4K (+$14.4K)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares2,800 from 5,300
Change-2,500 (-47%)
Value$130.3K (-$114.3K)
Filed 2026-11-03
Curat Global, LLC
UNCHANGED
Shares2,661 from 2,661
Change0 (0%)
Value$123.8K (+$1.4K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,925 from 2,363
Change-438 (-19%)
Value$89.6K (-$19.5K)
Filed 2026-10-05
Balance Wealth Partners LLC
NEW
Shares1,819
Change+1,819
Value$84.6K
Filed 2026-10-27
Gen-Wealth Partners Inc
DECREASED
Shares1,801 from 4,734
Change-2,933 (-62%)
Value$83.8K (-$134.7K)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$76.8K (+$644)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares1,623 from 1,623
Change0 (0%)
Value$75.5K (+$633)
Filed 2026-10-15
US Bancorp \de\
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$67.1K (+$563)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares1,377 from 1,947
Change-570 (-29%)
Value$64.1K (-$25.8K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares1,260 from 958
Change+302 (+32%)
Value$57.8K (+$13.8K)
Filed 2026-10-16
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$53.5K (+$448)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$44.2K (+$371)
Filed 2026-10-26
Arlington Trust Co LLC
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$35.6K (+$298)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$32.4K ($0)
Filed 2026-11-06
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$23.8K (+$199)
Filed 2026-10-15
USA Financial Formulas
NEW
Shares405
Change+405
Value$18.8K
Filed 2026-10-16
Rossby Financial, LCC
DECREASED
Shares340 from 730
Change-390 (-53%)
Value$15.8K (-$17.9K)
Filed 2026-11-05
Signature Equity Partners, LLC
NEW
Shares254
Change+254
Value$11.8K
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares175
Change+175
Value$8.1K
Filed 2026-10-21
Financial Consulate, Inc
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$7.5K (+$63)
Filed 2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares158
Change+158
Value$7.4K
Filed 2026-10-14
Covestor Ltd
INCREASED
Shares133 from 103
Change+30 (+29%)
Value$6 (+$1)
Filed 2026-10-30
Blue Trust, Inc.
DECREASED
Shares131 from 147
Change-16 (-11%)
Value$6.1K (-$688)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$5.7K (+$48)
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$4.8K (+$40)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.7K (+$39)
Filed 2026-10-20
UMB Bank, n.a.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$4.6K (+$38)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$4.4K (+$37)
Filed 2026-11-03
MTM Investment Management, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$4.1K (+$35)
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.1K (+$138)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$3.7K (+$31)
Filed 2026-11-04
CX Institutional
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3 ($0)
Filed 2026-10-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.7K (+$22)
Filed 2026-10-15
Gamma Investing LLC
NEW
Shares57
Change+57
Value$2.7K
Filed 2026-10-08
Lodestone Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.3K (+$20)
Filed 2026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.3K (+$20)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares48
Change+48
Value$2.2K
Filed 2026-11-03
Barclays PLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.9K (+$15)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.7K (+$15)
Filed 2026-11-05
Princeton Global Asset Management LLC
NEW
Shares27
Change+27
Value$1.3K
Filed 2026-10-21
Harbor Investment Advisory, LLC
DECREASED
Shares25 from 60
Change-35 (-58%)
Value$1.2K (-$1.6K)
Filed 2026-10-13
Canton Hathaway, LLC
NEW
Shares1
Change+1
Value$47
Filed 2026-10-23
Matauro, LLC
CLOSED
Shares0 from 45,664
Change-45,664 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 45,078
Change-45,078 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Vertex Investment Solutions Co., Ltd.
CLOSED
Shares0 from 36,900
Change-36,900 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-19
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 36,783
Change-36,783 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-15
Atria Investments, Inc
CLOSED
Shares0 from 26,088
Change-26,088 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-15
Balefire, LLC
CLOSED
Shares0 from 23,153
Change-23,153 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-09
TBH Global Asset Management, LLC
CLOSED
Shares0 from 14,720
Change-14,720 (-100%)
Value$0 (-$679.2K)
Filed 2026-11-03
Algorithmic Investment Models, LLC
CLOSED
Shares0 from 13,597
Change-13,597 (-100%)
Value$0 (-$627.4K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 5,967
Change-5,967 (-100%)
Value$0 (-$275.3K)
Filed 2026-11-06
Ignite Planners, LLC
CLOSED
Shares0 from 5,332
Change-5,332 (-100%)
Value$0 (-$246.0K)
Filed 2026-10-14
BOS Asset Management, LLC
CLOSED
Shares0 from 5,043
Change-5,043 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-09
Quadrant Capital Group LLC
CLOSED
Shares0 from 4,888
Change-4,888 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-20
South Shore Capital Advisors
CLOSED
Shares0 from 4,729
Change-4,729 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 3,572
Change-3,572 (-100%)
Value$0 (-$164.8K)
Filed 2026-11-06
City Holding Co
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$92.3K)
Filed 2026-10-19
Tower View Wealth Management LLC
CLOSED
Shares0 from 351
Change-351 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-23
City State Bank
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 242
Change-242 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-30
LifeSteps Financial, Inc.
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-15
AlphaCore Capital LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-13
RMG Wealth Management LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-26
Clearstead Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$231)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 23,957,013
Change-23,957,013 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,072,421
Change-6,072,421 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,493,225
Change-3,493,225 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,332,120
Change-3,332,120 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,246,974
Change-3,246,974 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,494,922
Change-2,494,922 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,298,004
Change-1,298,004 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,229,800
Change-1,229,800 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 717,558
Change-717,558 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 437,274
Change-437,274 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 398,753
Change-398,753 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 335,600
Change-335,600 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 317,545
Change-317,545 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 244,693
Change-244,693 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 242,982
Change-242,982 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 202,124
Change-202,124 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 198,487
Change-198,487 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 174,814
Change-174,814 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 165,815
Change-165,815 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 150,836
Change-150,836 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 148,780
Change-148,780 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 136,333
Change-136,333 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 127,717
Change-127,717 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 117,160
Change-117,160 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 104,360
Change-104,360 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 98,750
Change-98,750 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 97,500
Change-97,500 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 93,343
Change-93,343 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 92,805
Change-92,805 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 91,744
Change-91,744 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 83,860
Change-83,860 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 82,982
Change-82,982 (-100%)
Value—
FIL Ltd
N/A
Shares— from 79,308
Change-79,308 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 71,126
Change-71,126 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 67,285
Change-67,285 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 58,265
Change-58,265 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 56,566
Change-56,566 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 49,747
Change-49,747 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 47,928
Change-47,928 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 47,561
Change-47,561 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 46,989
Change-46,989 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 46,691
Change-46,691 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 42,230
Change-42,230 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 36,064
Change-36,064 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 31,610
Change-31,610 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 31,293
Change-31,293 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 30,417
Change-30,417 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 29,537
Change-29,537 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 27,471
Change-27,471 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 27,187
Change-27,187 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 26,668
Change-26,668 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 26,573
Change-26,573 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 25,945
Change-25,945 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 25,426
Change-25,426 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 21,593
Change-21,593 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 21,231
Change-21,231 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 20,401
Change-20,401 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 20,246
Change-20,246 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20,203
Change-20,203 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,164
Change-20,164 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 20,085
Change-20,085 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 19,924
Change-19,924 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 18,264
Change-18,264 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 17,508
Change-17,508 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 17,186
Change-17,186 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,805
Change-15,805 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 15,370
Change-15,370 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 14,938
Change-14,938 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,179
Change-13,179 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,671
Change-12,671 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 12,134
Change-12,134 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,914
Change-11,914 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 11,715
Change-11,715 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,556
Change-11,556 (-100%)
Value—
&partners
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,878
Change-10,878 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,353
Change-10,353 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 8,781
Change-8,781 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,365
Change-8,365 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Summitry LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,002
Change-6,002 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 992
Change-992 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 959
Change-959 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4
Change-4 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Millburn Ridgefield LLC
INCREASED1,631,2291,513,034+118,195+8%$69.8M$75.9M+$6.1M2026-11-06
Catalyst Capital Advisors LLC
INCREASED1,631,2291,513,034+118,195+8%$69.8M$75.9M+$6.1M2026-11-02
Fisher Asset Management, LLC
DECREASED1,094,3711,138,057-43,686-4%$52.5M$50.9M-$1.6M2026-11-06
Lido Advisors, LLC
INCREASED898,589757,648+140,941+19%$35.0M$41.8M+$6.9M2026-11-04
LPL Financial LLC
DECREASED475,868513,152-37,284-7%$23.7M$22.1M-$1.5M2026-11-06
Union Bancaire Privee, UBP SA
UNCHANGED472,526472,52600%$21.8M$22.1M+$333.3K2026-11-04
Vontobel Holding Ltd.
DECREASED270,485276,703-6,218-2%$12.8M$12.6M-$181.4K2026-10-16
Creative Planning
INCREASED269,946243,926+26,020+11%$11.3M$12.6M+$1.3M2026-11-02
Rothschild & Co Wealth Management UK Ltd
INCREASED264,370173,384+90,986+52%$8.0M$12.3M+$4.3M2026-10-20
GHP Investment Advisors, Inc.
DECREASED159,497162,936-3,439-2%$7.5M$7.4M-$96.5K2026-10-15
Sharper & Granite LLC
DECREASED150,612152,647-2,035-1%$7.0M$6.9M-$181.3K2026-11-02
Pictet North America Advisors SA
DECREASED133,883139,982-6,099-4%$6.5M$6.2M-$229.2K2026-10-21
Valence8 US LP
UNCHANGED121,275121,27500%$5.6M$5.6M+$47.3K2026-11-03
Ascent Group, LLC
INCREASED119,795112,159+7,636+7%$5.2M$5.6M+$399.0K2026-10-30
Thrivent Financial for Lutherans
INCREASED106,78488,920+17,864+20%$4.1M$4.9K-$4.1M2026-11-05
Evergreen Capital Management LLC
INCREASED100,43497,503+2,931+3%$4.5M$4.7M+$174.4K2026-10-23
Bank Julius Baer & Co. Ltd, Zurich
DECREASED99,996105,497-5,501-5%$4.9M$4.7M-$214.8K2026-10-29
Idaho Trust Co
DECREASED79,05383,487-4,434-5%$3.9M$3.7M-$173.7K2026-11-04
Maseco LLP
NEW73,578—+73,578——$3.4M—2026-10-27
Bank of New York Mellon Corp
DECREASED62,31662,428-1120%$2.9M$2.9M+$19.1K2026-11-05
Park Avenue Securities LLC
INCREASED51,23349,289+1,944+4%$2.3M$2.4K-$2.3M2026-10-26
Providence First Trust Co
INCREASED40,34734,476+5,871+17%$1.6M$1.9M+$286.6K2026-11-02
Prospera Financial Services Inc
DECREASED39,67649,591-9,915-20%$2.3M$1.9M-$390.4K2026-11-04
Barry Investment Advisors, LLC
UNCHANGED30,95630,95600%$1.4M$1.4M+$12.1K2026-10-14
HB Wealth Management, LLC
UNCHANGED30,17330,17300%$1.4M$1.4M+$11.8K2026-10-23
Robinson Value Management, Ltd.
INCREASED30,13628,393+1,743+6%$1.3M$1.4M+$92.2K2026-10-20
Sarasin & Partners LLP
DECREASED29,39586,957-57,562-66%$4.0M$1.4M-$2.6M2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED27,56523,805+3,760+16%$1.1M$1.3M+$165.0K2026-10-13
Sage Capital Management, LLC
UNCHANGED26,35126,35100%$1.2M$1.2M+$10.3K2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED26,01728,253-2,236-8%$1.3M$1.2M-$93.0K2026-10-16
Lmcg Investments, LLC
DECREASED25,38026,254-874-3%$1.2M$1.2M-$30.4K2026-10-21
Contravisory Investment Management, Inc.
DECREASED25,31926,804-1,485-6%$1.2M$1.2M-$58.6K2026-10-13
Evolution Wealth Advisors, LLC
UNCHANGED25,00025,00000%$1.2M$1.2M+$9.8K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED24,72924,316+413+2%$1.1M$1.2K-$1.1M2026-11-02
Creekside Partners
UNCHANGED23,38023,38000%$1.1M$1.1M+$9.1K2026-11-04
Csenge Advisory Group
INCREASED22,41022,355+55+0%$1.0M$1.0M+$11.3K2026-11-04
Boltwood Capital Management
INCREASED18,97517,375+1,600+9%$801.7K$882.9K+$81.2K2026-10-02
Acima Private Wealth, LLC
DECREASED18,40418,479-750%$852.6K$856.3K+$3.7K2026-10-05
Nisa Investment Advisors, LLC
UNCHANGED18,20018,20000%$839.7K$846.8K+$7.1K2026-10-20
Innealta Capital, LLC
UNCHANGED17,88917,88900%$825.4K$832.4K+$7.0K2026-11-02
BFI Infinity Ltd.
UNCHANGED13,15013,15000%$606.7K$611.9K+$5.1K2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED13,09016,051-2,961-18%$740.6K$609.1K-$131.5K2026-11-03
IFP Advisors, Inc
INCREASED12,99111,509+1,482+13%$531.0K$604.5K+$73.4K2026-10-16
Dynamic Wealth Strategies, LLC
DECREASED12,45412,479-250%$575.8K$579.5K+$3.7K2026-10-16
Tactive Advisors, LLC
INCREASED12,0657,338+4,727+64%$338.6K$561.4K+$222.8K2026-10-08
Diversified Enterprises, LLC
NEW12,060—+12,060——$561.2K—2026-10-19
Signaturefd, LLC
UNCHANGED11,93611,93600%$550.7K$555.4K+$4.7K2026-10-23
Citigroup Inc
DECREASED11,58413,767-2,183-16%$635.2K$539.0K-$96.2K2026-11-04
Commonwealth Equity Services, LLC
DECREASED11,10013,698-2,598-19%$632.0K$516.5K-$115.5K2026-11-02
Y-Intercept (Hong Kong) Ltd
DECREASED10,85437,258-26,404-71%$1.7M$505.0K-$1.2M2026-10-16
Farther Finance Advisors, LLC
DECREASED10,63710,707-70-1%$494.0K$494.9K+$9192026-10-08
Visionary Horizons, LLC
DECREASED10,44010,565-125-1%$487.5K$485.8K-$1.7K2026-10-22
Retirement Planning Group, LLC
INCREASED10,1219,111+1,010+11%$420.4K$470.9K+$50.5K2026-10-19
Assetmark, Inc
DECREASED9,683610,806-601,123-98%$28.2M$450.6K-$27.7M2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED9,60310,502-899-9%$484.6K$446.8K-$37.7K2026-11-02
Truist Financial Corp
INCREASED9,3327,966+1,366+17%$367.6K$434.2K+$66.7K2026-10-30
Fifth Third Bancorp
DECREASED9,1639,235-72-1%$426.1K$426.4K+$2942026-11-05
JGP Wealth Management, LLC
INCREASED8,5956,462+2,133+33%$298.2K$399.9K+$101.8K2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED8,2478,24700%$380.5K$383.7K+$3.2K2026-10-13
Merit Financial Group, LLC
INCREASED8,1327,860+272+3%$362.7K$378.4K+$15.7K2026-11-06
SteelPeak Wealth, LLC
INCREASED7,5145,324+2,190+41%$245.6K$349.6K+$104.0K2026-10-16
Sterling Investment Counsel, LLC
INCREASED6,9686,638+330+5%$306.3K$324.2K+$17.9K2026-10-19
Chapman Financial Group, LLC
UNCHANGED6,7856,78500%$313.1K$315.7K+$2.6K2026-10-26
Climber Capital SA
UNCHANGED6,7506,75000%$303.7K$297.8K-$5.9K2026-10-20
Americana Partners, LLC
UNCHANGED6,4866,48600%$299.3K$301.8K+$2.5K2026-10-28
StoneX Group Inc.
NEW6,360—+6,360——$296.6K—2026-11-03
Savant Capital, LLC
NEW5,451—+5,451——$253.6K—2026-11-06
Lunt Capital Management, Inc.
INCREASED5,4075,401+6+0%$249.2K$251.6K+$2.4K2026-10-30
Concurrent Investment Advisors, LLC
NEW5,207—+5,207——$242.3K—2026-10-16
Simplicity Wealth,LLC
NEW5,182—+5,182——$241.1K—2026-10-23
Richardson Financial Services Inc.
INCREASED5,1554,770+385+8%$220.1K$239.9K+$19.8K2026-10-30
Oppenheimer & Co Inc
DECREASED5,0735,773-700-12%$266.4K$236.0K-$30.3K2026-10-26
SVB Wealth LLC
UNCHANGED5,0715,07100%$234.0K$236.0K+$2.0K2026-11-06
Finley Financial, LLC
UNCHANGED5,0405,04000%$232.5K$231.3K-$1.3K2026-10-28
Compagnie Lombard Odier SCmA
UNCHANGED5,0195,01900%$231.6K$233.5K+$2.0K2026-11-04
Kestra Advisory Services, LLC
DECREASED4,6659,581-4,916-51%$442.1K$217.1K-$225.0K2026-11-02
Values Added Financial LLC
DECREASED4,5845,760-1,176-20%$265.8K$213.3K-$52.5K2026-10-28
Accurate Wealth Management, LLC
NEW4,507—+4,507——$211.0K—2026-10-20
Trek Financial, LLC
DECREASED4,45524,773-20,318-82%$1.1M$207.3K-$935.7K2026-10-29
Legacy Bridge, LLC
UNCHANGED4,0004,00000%$184.6K$186.1K+$1.6K2026-10-28
Russell Investments Group, Ltd.
INCREASED3,6132,486+1,127+45%$114.7K$168.1K+$53.4K2026-11-06
AlphaCentric Advisors LLC
INCREASED3,5343,252+282+9%$150.0K$164.4K+$14.4K2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED2,8005,300-2,500-47%$244.5K$130.3K-$114.3K2026-11-03
Curat Global, LLC
UNCHANGED2,6612,66100%$122.4K$123.8K+$1.4K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED1,9252,363-438-19%$109.0K$89.6K-$19.5K2026-10-05
Balance Wealth Partners LLC
NEW1,819—+1,819——$84.6K—2026-10-27
Gen-Wealth Partners Inc
DECREASED1,8014,734-2,933-62%$218.4K$83.8K-$134.7K2026-11-04
Central Trust Co
UNCHANGED1,6501,65000%$76.1K$76.8K+$6442026-11-05
3 Factor Indexing, LLC
UNCHANGED1,6231,62300%$74.9K$75.5K+$6332026-10-15
US Bancorp \de\
UNCHANGED1,4431,44300%$66.6K$67.1K+$5632026-11-05
PNC Financial Services Group, Inc.
DECREASED1,3771,947-570-29%$89.8K$64.1K-$25.8K2026-11-06
TD Waterhouse Canada Inc.
INCREASED1,260958+302+32%$44.0K$57.8K+$13.8K2026-10-16
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1,1501,15000%$53.1K$53.5K+$4482026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED95095000%$43.8K$44.2K+$3712026-10-26
Arlington Trust Co LLC
UNCHANGED76576500%$35.3K$35.6K+$2982026-10-20
Allworth Financial LP
UNCHANGED70270200%$32.4K$32.4K$02026-11-06
Turtle Creek Wealth Advisors, LLC
UNCHANGED51251200%$23.6K$23.8K+$1992026-10-15
USA Financial Formulas
NEW405—+405——$18.8K—2026-10-16
Rossby Financial, LCC
DECREASED340730-390-53%$33.7K$15.8K-$17.9K2026-11-05
Signature Equity Partners, LLC
NEW254—+254——$11.8K—2026-10-29
Root Financial Partners, LLC
NEW175—+175——$8.1K—2026-10-21
Financial Consulate, Inc
UNCHANGED16216200%$7.5K$7.5K+$632026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
NEW158—+158——$7.4K—2026-10-14
Covestor Ltd
INCREASED133103+30+29%$5$6+$12026-10-30
Blue Trust, Inc.
DECREASED131147-16-11%$6.8K$6.1K-$6882026-10-15
Private Trust Co NA
UNCHANGED12212200%$5.6K$5.7K+$482026-10-20
Asset Dedication, LLC
UNCHANGED10310300%$4.8K$4.8K+$402026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED10010000%$4.6K$4.7K+$392026-10-20
UMB Bank, n.a.
UNCHANGED999900%$4.6K$4.6K+$382026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED959500%$4.4K$4.4K+$372026-11-03
MTM Investment Management, LLC
UNCHANGED898900%$4.1K$4.1K+$352026-10-30
Mosley Wealth Management
UNCHANGED858500%$3.9K$4.1K+$1382026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED797900%$3.6K$3.7K+$312026-11-04
CX Institutional
UNCHANGED707000%$3$3$02026-10-02
Cherry Tree Wealth Management, LLC
UNCHANGED585800%$2.7K$2.7K+$222026-10-15
Gamma Investing LLC
NEW57—+57——$2.7K—2026-10-08
Lodestone Wealth Management LLC
UNCHANGED505000%$2.3K$2.3K+$202026-10-14
Reyes Financial Architecture, Inc.
UNCHANGED505000%$2.3K$2.3K+$202026-10-22
Ascentis Independent Advisors
NEW48—+48——$2.2K—2026-11-03
Barclays PLC
UNCHANGED404000%$1.8K$1.9K+$152026-11-06
Archer Investment Corp
UNCHANGED373700%$1.7K$1.7K+$152026-11-05
Princeton Global Asset Management LLC
NEW27—+27——$1.3K—2026-10-21
Harbor Investment Advisory, LLC
DECREASED2560-35-58%$2.8K$1.2K-$1.6K2026-10-13
Canton Hathaway, LLC
NEW1—+1——$47—2026-10-23
Matauro, LLC
CLOSED045,664-45,664-100%$2.1M$0-$2.1M2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED045,078-45,078-100%$2.1M$0-$2.1M2026-10-16
Vertex Investment Solutions Co., Ltd.
CLOSED036,900-36,900-100%$1.7M$0-$1.7M2026-10-19
Legacy Wealth Partners, LLC
CLOSED036,783-36,783-100%$1.7M$0-$1.7M2026-10-15
Atria Investments, Inc
CLOSED026,088-26,088-100%$1.2M$0-$1.2M2026-10-15
Balefire, LLC
CLOSED023,153-23,153-100%$1.1M$0-$1.1M2026-10-09
TBH Global Asset Management, LLC
CLOSED014,720-14,720-100%$679.2K$0-$679.2K2026-11-03
Algorithmic Investment Models, LLC
CLOSED013,597-13,597-100%$627.4K$0-$627.4K2026-11-04
Kestra Private Wealth Services, LLC
CLOSED05,967-5,967-100%$275.3K$0-$275.3K2026-11-06
Ignite Planners, LLC
CLOSED05,332-5,332-100%$246.0K$0-$246.0K2026-10-14
BOS Asset Management, LLC
CLOSED05,043-5,043-100%$232.7K$0-$232.7K2026-10-09
Quadrant Capital Group LLC
CLOSED04,888-4,888-100%$225.5K$0-$225.5K2026-10-20
South Shore Capital Advisors
CLOSED04,729-4,729-100%$218.2K$0-$218.2K2026-10-20
Institute for Wealth Management, Llc.
CLOSED03,572-3,572-100%$164.8K$0-$164.8K2026-11-06
City Holding Co
CLOSED02,000-2,000-100%$92.3K$0-$92.3K2026-10-19
Tower View Wealth Management LLC
CLOSED0351-351-100%$16.2K$0-$16.2K2026-10-23
City State Bank
CLOSED0350-350-100%$16.1K$0-$16.1K2026-10-20
AdvisorNet Financial, Inc
CLOSED0300-300-100%$13.8K$0-$13.8K2026-10-15
International Assets Investment Management, LLC
CLOSED0242-242-100%$11.1K$0-$11.1K2026-11-02
Capital Investment Advisory Services, LLC
CLOSED0177-177-100%$8.2K$0-$8.2K2026-10-30
LifeSteps Financial, Inc.
CLOSED0120-120-100%$5.5K$0-$5.5K2026-10-15
AlphaCore Capital LLC
CLOSED056-56-100%$2.6K$0-$2.6K2026-11-04
Founders Capital Management
CLOSED048-48-100%$2.2K$0-$2.2K2026-10-13
RMG Wealth Management LLC
CLOSED036-36-100%$6.1K$0-$6.1K2026-10-26
Clearstead Advisors, LLC
CLOSED05-5-100%$231$0-$2312026-11-06
BlackRock, Inc.
N/A—23,957,013-23,957,013-100%$1.1B———
Royal Bank of Canada
N/A—6,072,421-6,072,421-100%$280.2M———
Goldman Sachs Group Inc
N/A—3,493,225-3,493,225-100%$161.2M———
Bank of America Corp
N/A—3,332,120-3,332,120-100%$153.7M———
Morgan Stanley
N/A—3,246,974-3,246,974-100%$149.8M———
UBS Group AG
N/A—2,494,922-2,494,922-100%$115.1M———
Ameriprise Financial Inc
N/A—1,298,004-1,298,004-100%$59.9M———
TD Asset Management Inc
N/A—1,229,800-1,229,800-100%$56.7M———
JPMorgan Chase & Co
N/A—717,558-717,558-100%$33.1M———
Pgim Custom Harvest LLC
N/A—437,274-437,274-100%$20.2M———
Rathbones Group PLC
N/A—398,753-398,753-100%$18.4M———
Bank Hapoalim BM
N/A—335,600-335,600-100%$15.5M———
Envestnet Asset Management Inc
N/A—317,545-317,545-100%$14.7M———
HighTower Advisors, LLC
N/A—244,693-244,693-100%$11.3M———
Principal Securities, Inc.
N/A—242,982-242,982-100%$11.2M———
NorthCoast Asset Management LLC
N/A—202,124-202,124-100%$9.3M———
Wells Fargo & Company
N/A—198,487-198,487-100%$9.2M———
Syon Capital LLC
N/A—174,814-174,814-100%$8.1M———
Federation des caisses Desjardins du Quebec
N/A—165,815-165,815-100%$7.7M———
Private Wealth Advisors, LLC
N/A—150,836-150,836-100%$7.0M———
Cetera Investment Advisers
N/A—148,780-148,780-100%$6.9M———
Zacks Investment Management
N/A—136,333-136,333-100%$6.3M———
CSM Advisors, LLC
N/A—127,717-127,717-100%$5.9M———
Osaic Holdings, Inc.
N/A—117,160-117,160-100%$5.4M———
MML Investors Services, LLC
N/A—104,360-104,360-100%$4.8M———
Sona Asset Management (US) LLC
N/A—98,750-98,750-100%$4.6M———
VPR Management LLC
N/A—97,500-97,500-100%$4.5M———
New Vernon Capital Holdings II LLC
N/A—93,343-93,343-100%$4.3M———
Rockefeller Capital Management L.P.
N/A—92,805-92,805-100%$4.3M———
Waverly Advisors, LLC
N/A—91,744-91,744-100%$4.2M———
Brown Advisory Inc
N/A—83,860-83,860-100%$3.9M———
Scotia Capital Inc.
N/A—82,982-82,982-100%$3.8M———
FIL Ltd
N/A—79,308-79,308-100%$3.7M———
Logan Stone Capital, LLC
N/A—71,126-71,126-100%$3.3M———
HSBC Holdings PLC
N/A—67,285-67,285-100%$3.1M———
Sanctuary Advisors, LLC
N/A—58,265-58,265-100%$2.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—56,566-56,566-100%$2.6M———
Strategic Financial Partners, Ltd.
N/A—49,747-49,747-100%$2.3M———
Prosperity Consulting Group, LLC
N/A—47,928-47,928-100%$2.2M———
Raymond James Financial Inc
N/A—47,561-47,561-100%$2.2M———
SUN Life Financial Inc
N/A—46,989-46,989-100%$2.2M———
Hilltop Holdings Inc.
N/A—46,691-46,691-100%$2.2M———
Black Maple Capital Management LP
N/A—42,230-42,230-100%$1.9M———
Global Endowment Management, LP
N/A—37,000-37,000-100%$1.7M———
Invesco Ltd.
N/A—36,064-36,064-100%$1.7M———
Planwiser Financial, LLC
N/A—31,610-31,610-100%$1.5M———
Insigneo Advisory Services, LLC
N/A—31,293-31,293-100%$1.4M———
SageView Advisory Group, LLC
N/A—30,417-30,417-100%$1.4M———
Quantinno Capital Management LP
N/A—29,537-29,537-100%$1.4M———
UBS Asset Management Americas LLC
N/A—27,471-27,471-100%$1.3M———
Hutchinson Capital Management
N/A—27,187-27,187-100%$1.3M———
Allie Family Office LLC
N/A—26,668-26,668-100%$1.2M———
Legacy Capital Group California, Inc.
N/A—26,573-26,573-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—25,945-25,945-100%$1.2M———
Tudor Investment Corp ET AL
N/A—25,426-25,426-100%$1.2M———
Cerity Partners LLC
N/A—21,593-21,593-100%$996.3K———
Mercer Global Advisors Inc
N/A—21,231-21,231-100%$979.6K———
HighPoint Advisor Group LLC
N/A—20,532-20,532-100%$947.4K———
Mount Lucas Management LP
N/A—20,401-20,401-100%$941.3K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—20,246-20,246-100%$934.2K———
Northwestern Mutual Wealth Management Co
N/A—20,203-20,203-100%$932.2K———
Global Retirement Partners, LLC
N/A—20,164-20,164-100%$930.4K———
Tiemann Investment Advisors, LLC
N/A—20,085-20,085-100%$926.7K———
Partners Capital Investment Group, LLP
N/A—19,924-19,924-100%$919.3K———
Dunhill Financial, LLC
N/A—18,264-18,264-100%$842.9K———
Gateway Wealth Partners, LLC
N/A—17,508-17,508-100%$807.8K———
Caprock Group, LLC
N/A—17,186-17,186-100%$793.0K———
FMR LLC
N/A—15,805-15,805-100%$729.3K———
Schroder Investment Management Group
N/A—15,370-15,370-100%$709.2K———
Becker Capital Management Inc
N/A—14,938-14,938-100%$689.2K———
Focus Partners Wealth
N/A—13,179-13,179-100%$608.1K———
Stifel Financial Corp
N/A—12,775-12,775-100%$589.4K———
M&T Bank Corp
N/A—12,750-12,750-100%$588.3K———
Blair William & Co
N/A—12,671-12,671-100%$584.7K———
SSA Swiss Advisors AG
N/A—12,134-12,134-100%$559.9K———
Pathstone Holdings, LLC
N/A—11,914-11,914-100%$549.7K———
Prostatis Group LLC
N/A—11,715-11,715-100%$540.5K———
Laffer Tengler Investments, Inc.
N/A—11,600-11,600-100%$535.2K———
Arkadios Wealth Advisors
N/A—11,556-11,556-100%$533.2K———
&partners
N/A—11,550-11,550-100%$531.1K———
Compass Capital Corp
N/A—11,364-11,364-100%$549.6K———
Integrated Wealth Concepts LLC
N/A—10,878-10,878-100%$501.9K———
Nuveen, LLC
N/A—10,353-10,353-100%$477.7K———
Meeder Asset Management Inc
N/A—9,854-9,854-100%$454.7K———
Berkshire Asset Management LLC
N/A—9,750-9,750-100%$449.9K———
Mittelman Wealth Management
N/A—8,781-8,781-100%$1.9M———
Ausdal Financial Partners, Inc.
N/A—8,365-8,365-100%$386.0K———
Beacon Pointe Advisors, LLC
N/A—8,164-8,164-100%$376.7K———
DV Trading LLC
N/A—8,140-8,140-100%$375.6K———
World Investment Advisors
N/A—7,922-7,922-100%$363.0K———
NewEdge Advisors, LLC
N/A—7,520-7,520-100%$347.0K———
Peapack Gladstone Financial Corp
N/A—7,100-7,100-100%$328.0K———
Rehmann Capital Advisory Group
N/A—6,963-6,963-100%$321.3K———
Ashford Capital Management Inc
N/A—6,843-6,843-100%$315.7K———
Janney Montgomery Scott LLC
N/A—6,689-6,689-100%$309.0K———
Summitry LLC
N/A—6,538-6,538-100%$301.7K———
Picton Mahoney Asset Management
N/A—6,270-6,270-100%$289.3K———
Two Sigma Securities, LLC
N/A—6,252-6,252-100%$288.5K———
TPG Financial Advisors, LLC
N/A—6,117-6,117-100%$282.2K———
Gotham Asset Management, LLC
N/A—6,107-6,107-100%$281.8K———
Composition Wealth, LLC
N/A—6,037-6,037-100%$278.6K———
Advisors Capital Management, LLC
N/A—6,002-6,002-100%$276.9K———
Trivium Point Advisory, LLC
N/A—5,809-5,809-100%$268.0K———
Wealthspire Advisors, LLC
N/A—5,741-5,741-100%$264.9K———
BBR Partners, LLC
N/A—5,723-5,723-100%$264.1K———
BlackDiamond Wealth Management, LLC
N/A—5,700-5,700-100%$276.4K———
Talisman Wealth Advisors LLC
N/A—5,510-5,510-100%$901.9K———
Blalock Williams, LLC
N/A—5,402-5,402-100%$249.2K———
RWA Wealth Partners, LLC
N/A—5,362-5,362-100%$247.4K———
Bank of Montreal
N/A—5,092-5,092-100%$234.9K———
WJ Financial Advisors LLC
N/A—4,985-4,985-100%$230.0K———
Advisory Services Network, LLC
N/A—4,863-4,863-100%$224.4K———
Stephens Inc
N/A—4,526-4,526-100%$208.8K———
NewEdge Wealth, LLC
N/A—4,464-4,464-100%$206.0K———
USA Financial Formulas
N/A—4,216-4,216-100%$194.5K———
Harbour Investments, Inc.
N/A—3,662-3,662-100%$169.0K———
Synergy Investment Management, LLC
N/A—3,081-3,081-100%$147.6K———
BNP Paribas Financial Markets
N/A—2,831-2,831-100%$130.6K———
O'shaughnessy Asset Management, LLC
N/A—2,790-2,790-100%$128.7K———
Continuum Advisory, LLC
N/A—2,308-2,308-100%$106.5K———
Jones Financial Companies Lllp
N/A—2,091-2,091-100%$95.7K———
Group One Trading LLC
N/A—1,865-1,865-100%$86.1K———
Twin Lakes Capital Management, LLC
N/A—1,532-1,532-100%$70.7K———
Ameriflex Group, Inc.
N/A—1,512-1,512-100%$69.8K———
Wick Capital Partners, LLC
N/A—1,243-1,243-100%$203.4K———
Geneos Wealth Management Inc.
N/A—1,150-1,150-100%$53.1K———
EFG International AG
N/A—1,122-1,122-100%$51.8K———
Arax Advisory Partners
N/A—1,039-1,039-100%$47.9K———
Whittier Trust Co
N/A—1,000-1,000-100%$47.2K———
Colonial Trust Advisors
N/A—992-992-100%$45.8K———
Elequin Capital, LP
N/A—959-959-100%$44.2K———
Steward Partners Investment Advisory, LLC
N/A—761-761-100%$35.1K———
AE Wealth Management LLC
N/A—585-585-100%$27.0K———
Purpose Unlimited Inc.
N/A—579-579-100%$27.1K———
Smartleaf Asset Management LLC
N/A—499-499-100%$23.0K———
Caldwell Sutter Capital, Inc.
N/A—465-465-100%$21.5K———
Migdal Insurance & Financial Holdings Ltd.
N/A—300-300-100%$13.8K———
Bartlett & Co. Wealth Management LLC
N/A—135-135-100%$6.2K———
Atlas Capital Advisors Inc.
N/A—90-90-100%$4.2K———
Darwin Wealth Management, LLC
N/A—60-60-100%$2.8K———
Capital Advisor Network LLC
N/A—54-54-100%$2.5K———
Cheviot Value Management, LLC
N/A—10-10-100%$454———
Toronto Dominion Bank
N/A—4-4-100%$185———
Transamerica Financial Advisors, LLC
N/A—00—$32———
Showing 293 of 293 institutions