Ishares Mortgage Real Estate (REM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Evergreen Capital Management LLC

INCREASED

Shares682,115 from 672,345

Change+9,770 (+1%)

Value$12.4M (-$2.4M)

Filed 2026-10-23

Bank of New York Mellon Corp

INCREASED

Shares620,976 from 588,513

Change+32,463 (+6%)

Value$11.3M (-$1.7M)

Filed 2026-11-05

AdvisorNet Financial, Inc

INCREASED

Shares367,238 from 342,996

Change+24,242 (+7%)

Value$6.3M (-$1.3M)

Filed 2026-10-15

Independent Financial Group, LLC

INCREASED

Shares213,246 from 175,508

Change+37,738 (+22%)

Value$3.9M (+$13.3K)

Filed 2026-10-13

Balefire, LLC

DECREASED

Shares181,427 from 201,161

Change-19,734 (-10%)

Value$3.3M (-$1.1M)

Filed 2026-10-09

Point Nemo Capital, LLC

DECREASED

Shares130,221 from 183,205

Change-52,984 (-29%)

Value$2.4M (-$1.7M)

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares54,252 from 50,138

Change+4,114 (+8%)

Value$987.9K (-$117.6K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares35,575 from 40,653

Change-5,078 (-12%)

Value$648 (-$895.4K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares34,200 from 34,200

Change0 (0%)

Value$622.8K (-$131.3K)

Filed 2026-11-04

Park Avenue Securities LLC

INCREASED

Shares33,419 from 30,408

Change+3,011 (+10%)

Value$609 (-$669.4K)

Filed 2026-10-26

Simplicity Wealth,LLC

INCREASED

Shares31,871 from 27,903

Change+3,968 (+14%)

Value$580.4K (-$34.9K)

Filed 2026-10-23

Thrivent Financial for Lutherans

INCREASED

Shares30,923 from 22,923

Change+8,000 (+35%)

Value$563.0K (+$58.0K)

Filed 2026-11-05

Capital Investment Advisors, LLC

DECREASED

Shares29,818 from 30,129

Change-311 (-1%)

Value$543.0K (-$121.4K)

Filed 2026-10-22

Choreo, LLC

INCREASED

Shares29,558 from 29,474

Change+84 (+0%)

Value$538.2K (-$111.7K)

Filed 2026-10-28

Ascentis Independent Advisors

NEW

Shares27,717

Change+27,717

Value$504.7K

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares26,884 from 23,854

Change+3,030 (+13%)

Value$489.6K (-$36.4K)

Filed 2026-11-02

Sumitomo Mitsui Trust Group, Inc.

INCREASED

Shares26,547 from 23,391

Change+3,156 (+13%)

Value$483.4K (-$32.4K)

Filed 2026-10-29

Kestra Private Wealth Services, LLC

INCREASED

Shares25,162 from 24,586

Change+576 (+2%)

Value$458.2K (-$83.9K)

Filed 2026-10-30

Citigroup Inc

DECREASED

Shares18,651 from 19,195

Change-544 (-3%)

Value$339.6K (-$83.6K)

Filed 2026-11-04

Wealthcare Advisory Partners LLC

DECREASED

Shares18,584 from 20,279

Change-1,695 (-8%)

Value$338.4K (-$108.7K)

Filed 2026-10-21

Antonelli Financial Advisors, LLC

DECREASED

Shares18,394 from 18,561

Change-167 (-1%)

Value$335.0K (-$74.0K)

Filed 2026-10-13

Endowment Wealth Management, Inc.

INCREASED

Shares15,748 from 11,388

Change+4,360 (+38%)

Value$286.8K (+$35.7K)

Filed 2026-11-03

Lanark Financial, Inc.

INCREASED

Shares15,098 from 12,451

Change+2,647 (+21%)

Value$274.9K (+$391)

Filed 2026-10-26

Fifth Third Bancorp

DECREASED

Shares13,031 from 13,394

Change-363 (-3%)

Value$237.3K (-$58.0K)

Filed 2026-11-05

Fortitude Family Office, LLC

DECREASED

Shares11,692 from 12,650

Change-958 (-8%)

Value$212.9K (-$66.0K)

Filed 2026-10-14

J.W. Cole Advisors, Inc.

DECREASED

Shares11,549 from 13,322

Change-1,773 (-13%)

Value$210.3K (-$83.4K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares10,210 from 9,406

Change+804 (+9%)

Value$185.9K (-$21.5K)

Filed 2026-10-16

US Bancorp \de\

DECREASED

Shares6,975 from 7,025

Change-50 (-1%)

Value$127.0K (-$27.9K)

Filed 2026-11-05

Triumph Capital Management

INCREASED

Shares5,534 from 5,486

Change+48 (+1%)

Value$100.8K (-$20.2K)

Filed 2026-10-14

Simplex Trading, LLC

DECREASED

Shares4,926 from 7,679

Change-2,753 (-36%)

Value$89.7K (-$79.6K)

Filed 2026-11-04

Ashton Thomas Securities, LLC

NEW

Shares2,000

Change+2,000

Value$36.4K

Filed 2026-10-26

Miller Global Investments, LLC

UNCHANGED

Shares1,082 from 1,082

Change0 (0%)

Value$19.7K (-$4.2K)

Filed 2026-10-02

Mather Group, Llc.

UNCHANGED

Shares786 from 786

Change0 (0%)

Value$14.3K (-$3.0K)

Filed 2026-10-14

Transce3nd, LLC

DECREASED

Shares695 from 737

Change-42 (-6%)

Value$11.9K (-$4.5K)

Filed 2026-10-26

Ascentis Wealth Management, LLC

UNCHANGED

Shares589 from 589

Change0 (0%)

Value$10.7K (-$2.3K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares488 from 487

Change+1 (+0%)

Value$8.9K (-$1.9K)

Filed 2026-10-08

CX Institutional

INCREASED

Shares400 from 395

Change+5 (+1%)

Value$7 (-$2)

Filed 2026-10-02

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$6.8K (-$1.4K)

Filed 2026-10-23

Silver Grove Financial Group, Inc.

DECREASED

Shares269 from 274

Change-5 (-2%)

Value$4.9K (-$1.1K)

Filed 2026-11-05

Salomon & Ludwin, LLC

UNCHANGED

Shares247 from 247

Change0 (0%)

Value$4.5K (-$921)

Filed 2026-10-29

Investors Research Corp

UNCHANGED

Shares178 from 178

Change0 (0%)

Value$3.2K (-$684)

Filed 2026-10-07

First Command Advisory Services, Inc.

NEW

Shares167

Change+167

Value$3.0K

Filed 2026-11-05

Golden State Wealth Management, LLC

INCREASED

Shares167 from 163

Change+4 (+2%)

Value$3.0K (-$550)

Filed 2026-11-02

Private Trust Co NA

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$2.7K (-$576)

Filed 2026-10-20

Spire Wealth Management

UNCHANGED

Shares96 from 96

Change0 (0%)

Value$1.7K (-$369)

Filed 2026-10-30

Parallel Advisors, LLC

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$1.7K (-$350)

Filed 2026-11-03

SBI Securities Co., Ltd.

INCREASED

Shares86 from 12

Change+74 (+617%)

Value$1.6K (+$1.3K)

Filed 2026-10-22

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$911 (-$192)

Filed 2026-10-23

Beacon Investment Advisory Services, Inc.

NEW

Shares0

Change0

Value$2

Filed 2026-10-13

Arlington Capital Management Inc

CLOSED

Shares0 from 50,891

Change-50,891 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-30

AlphaCentric Advisors LLC

CLOSED

Shares0 from 20,231

Change-20,231 (-100%)

Value$0 (-$446.1K)

Filed 2026-11-03

Sage Advisory Services, Ltd.Co.

CLOSED

Shares0 from 10,385

Change-10,385 (-100%)

Value$0 (-$229.0K)

Filed 2026-10-29

Brookstone Capital Management

CLOSED

Shares0 from 9,976

Change-9,976 (-100%)

Value$0 (-$220.0K)

Filed 2026-10-22

Sunrise Financial Services, LLC

CLOSED

Shares0 from 1,171

Change-1,171 (-100%)

Value$0 (-$25.8K)

Filed 2026-10-21

Valley National Advisers Inc

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-23

Wells Fargo & Company

N/A

Shares— from 1,111,521

Change-1,111,521 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,062,779

Change-1,062,779 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 786,000

Change-786,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 591,342

Change-591,342 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 331,638

Change-331,638 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 259,385

Change-259,385 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 207,305

Change-207,305 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 201,617

Change-201,617 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 169,651

Change-169,651 (-100%)

Value—

Trivium Point Advisory, LLC

N/A

Shares— from 138,985

Change-138,985 (-100%)

Value—

Mount Lucas Management LP

N/A

Shares— from 137,838

Change-137,838 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 130,697

Change-130,697 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 123,571

Change-123,571 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 122,333

Change-122,333 (-100%)

Value—

UBS Group AG

N/A

Shares— from 118,142

Change-118,142 (-100%)

Value—

Bridges Investment Management Inc

N/A

Shares— from 95,079

Change-95,079 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 87,705

Change-87,705 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 85,994

Change-85,994 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 59,605

Change-59,605 (-100%)

Value—

Invst, LLC

N/A

Shares— from 57,597

Change-57,597 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 56,312

Change-56,312 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 54,693

Change-54,693 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 48,271

Change-48,271 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 45,923

Change-45,923 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 41,439

Change-41,439 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 39,958

Change-39,958 (-100%)

Value—

Man Group plc

N/A

Shares— from 39,505

Change-39,505 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 35,730

Change-35,730 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 28,727

Change-28,727 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 24,833

Change-24,833 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 24,762

Change-24,762 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 24,356

Change-24,356 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 24,225

Change-24,225 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 23,448

Change-23,448 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 22,853

Change-22,853 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 20,508

Change-20,508 (-100%)

Value—

Sumitomo Mitsui Financial Group, Inc.

N/A

Shares— from 20,442

Change-20,442 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 19,947

Change-19,947 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,984

Change-17,984 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 16,149

Change-16,149 (-100%)

Value—

Cascade Financial Partners, LLC

N/A

Shares— from 14,450

Change-14,450 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 12,097

Change-12,097 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 11,275

Change-11,275 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 9,711

Change-9,711 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 9,467

Change-9,467 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 9,194

Change-9,194 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 9,117

Change-9,117 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 8,264

Change-8,264 (-100%)

Value—

EFG International AG

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,951

Change-1,951 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,948

Change-1,948 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 1,682

Change-1,682 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,501

Change-1,501 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 1,147

Change-1,147 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 422

Change-422 (-100%)

Value—

Blair William & Co

N/A

Shares— from 336

Change-336 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 265

Change-265 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 74

Change-74 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 71

Change-71 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3

Change-3 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Evergreen Capital Management LLC	INCREASED	682,115	672,345	+9,770	+1%	$14.8M	$12.4M	-$2.4M	2026-10-23
Bank of New York Mellon Corp	INCREASED	620,976	588,513	+32,463	+6%	$13.0M	$11.3M	-$1.7M	2026-11-05
AdvisorNet Financial, Inc	INCREASED	367,238	342,996	+24,242	+7%	$7.6M	$6.3M	-$1.3M	2026-10-15
Independent Financial Group, LLC	INCREASED	213,246	175,508	+37,738	+22%	$3.9M	$3.9M	+$13.3K	2026-10-13
Balefire, LLC	DECREASED	181,427	201,161	-19,734	-10%	$4.4M	$3.3M	-$1.1M	2026-10-09
Point Nemo Capital, LLC	DECREASED	130,221	183,205	-52,984	-29%	$4.0M	$2.4M	-$1.7M	2026-11-03
Truist Financial Corp	INCREASED	54,252	50,138	+4,114	+8%	$1.1M	$987.9K	-$117.6K	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	35,575	40,653	-5,078	-12%	$896.0K	$648	-$895.4K	2026-11-02
Allspring Global Investments Holdings, LLC	UNCHANGED	34,200	34,200	0	0%	$754.1K	$622.8K	-$131.3K	2026-11-04
Park Avenue Securities LLC	INCREASED	33,419	30,408	+3,011	+10%	$670.0K	$609	-$669.4K	2026-10-26
Simplicity Wealth,LLC	INCREASED	31,871	27,903	+3,968	+14%	$615.3K	$580.4K	-$34.9K	2026-10-23
Thrivent Financial for Lutherans	INCREASED	30,923	22,923	+8,000	+35%	$505.0K	$563.0K	+$58.0K	2026-11-05
Capital Investment Advisors, LLC	DECREASED	29,818	30,129	-311	-1%	$664.3K	$543.0K	-$121.4K	2026-10-22
Choreo, LLC	INCREASED	29,558	29,474	+84	+0%	$649.9K	$538.2K	-$111.7K	2026-10-28
Ascentis Independent Advisors	NEW	27,717	—	+27,717	—	—	$504.7K	—	2026-11-03
Kestra Advisory Services, LLC	INCREASED	26,884	23,854	+3,030	+13%	$526.0K	$489.6K	-$36.4K	2026-11-02
Sumitomo Mitsui Trust Group, Inc.	INCREASED	26,547	23,391	+3,156	+13%	$515.8K	$483.4K	-$32.4K	2026-10-29
Kestra Private Wealth Services, LLC	INCREASED	25,162	24,586	+576	+2%	$542.1K	$458.2K	-$83.9K	2026-10-30
Citigroup Inc	DECREASED	18,651	19,195	-544	-3%	$423.2K	$339.6K	-$83.6K	2026-11-04
Wealthcare Advisory Partners LLC	DECREASED	18,584	20,279	-1,695	-8%	$447.2K	$338.4K	-$108.7K	2026-10-21
Antonelli Financial Advisors, LLC	DECREASED	18,394	18,561	-167	-1%	$409.0K	$335.0K	-$74.0K	2026-10-13
Endowment Wealth Management, Inc.	INCREASED	15,748	11,388	+4,360	+38%	$251.1K	$286.8K	+$35.7K	2026-11-03
Lanark Financial, Inc.	INCREASED	15,098	12,451	+2,647	+21%	$274.5K	$274.9K	+$391	2026-10-26
Fifth Third Bancorp	DECREASED	13,031	13,394	-363	-3%	$295.3K	$237.3K	-$58.0K	2026-11-05
Fortitude Family Office, LLC	DECREASED	11,692	12,650	-958	-8%	$278.9K	$212.9K	-$66.0K	2026-10-14
J.W. Cole Advisors, Inc.	DECREASED	11,549	13,322	-1,773	-13%	$293.8K	$210.3K	-$83.4K	2026-11-05
IFP Advisors, Inc	INCREASED	10,210	9,406	+804	+9%	$207.4K	$185.9K	-$21.5K	2026-10-16
US Bancorp \de\	DECREASED	6,975	7,025	-50	-1%	$154.9K	$127.0K	-$27.9K	2026-11-05
Triumph Capital Management	INCREASED	5,534	5,486	+48	+1%	$121.0K	$100.8K	-$20.2K	2026-10-14
Simplex Trading, LLC	DECREASED	4,926	7,679	-2,753	-36%	$169.3K	$89.7K	-$79.6K	2026-11-04
Ashton Thomas Securities, LLC	NEW	2,000	—	+2,000	—	—	$36.4K	—	2026-10-26
Miller Global Investments, LLC	UNCHANGED	1,082	1,082	0	0%	$23.9K	$19.7K	-$4.2K	2026-10-02
Mather Group, Llc.	UNCHANGED	786	786	0	0%	$17.3K	$14.3K	-$3.0K	2026-10-14
Transce3nd, LLC	DECREASED	695	737	-42	-6%	$16.3K	$11.9K	-$4.5K	2026-10-26
Ascentis Wealth Management, LLC	UNCHANGED	589	589	0	0%	$13.0K	$10.7K	-$2.3K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	488	487	+1	+0%	$10.7K	$8.9K	-$1.9K	2026-10-08
CX Institutional	INCREASED	400	395	+5	+1%	$9	$7	-$2	2026-10-02
Wilmington Savings Fund Society, FSB	UNCHANGED	375	375	0	0%	$8.3K	$6.8K	-$1.4K	2026-10-23
Silver Grove Financial Group, Inc.	DECREASED	269	274	-5	-2%	$6.0K	$4.9K	-$1.1K	2026-11-05
Salomon & Ludwin, LLC	UNCHANGED	247	247	0	0%	$5.4K	$4.5K	-$921	2026-10-29
Investors Research Corp	UNCHANGED	178	178	0	0%	$3.9K	$3.2K	-$684	2026-10-07
First Command Advisory Services, Inc.	NEW	167	—	+167	—	—	$3.0K	—	2026-11-05
Golden State Wealth Management, LLC	INCREASED	167	163	+4	+2%	$3.6K	$3.0K	-$550	2026-11-02
Private Trust Co NA	UNCHANGED	150	150	0	0%	$3.3K	$2.7K	-$576	2026-10-20
Spire Wealth Management	UNCHANGED	96	96	0	0%	$2.1K	$1.7K	-$369	2026-10-30
Parallel Advisors, LLC	UNCHANGED	91	91	0	0%	$2.0K	$1.7K	-$350	2026-11-03
SBI Securities Co., Ltd.	INCREASED	86	12	+74	+617%	$265	$1.6K	+$1.3K	2026-10-22
Dhjj Financial Advisors, Ltd.	UNCHANGED	50	50	0	0%	$1.1K	$911	-$192	2026-10-23
Beacon Investment Advisory Services, Inc.	NEW	0	—	0	—	—	$2	—	2026-10-13
Arlington Capital Management Inc	CLOSED	0	50,891	-50,891	-100%	$1.1M	$0	-$1.1M	2026-10-30
AlphaCentric Advisors LLC	CLOSED	0	20,231	-20,231	-100%	$446.1K	$0	-$446.1K	2026-11-03
Sage Advisory Services, Ltd.Co.	CLOSED	0	10,385	-10,385	-100%	$229.0K	$0	-$229.0K	2026-10-29
Brookstone Capital Management	CLOSED	0	9,976	-9,976	-100%	$220.0K	$0	-$220.0K	2026-10-22
Sunrise Financial Services, LLC	CLOSED	0	1,171	-1,171	-100%	$25.8K	$0	-$25.8K	2026-10-21
Valley National Advisers Inc	CLOSED	0	63	-63	-100%	$1.4K	$0	-$1.4K	2026-10-23
Wells Fargo & Company	N/A	—	1,111,521	-1,111,521	-100%	$24.5M	—	—	—
Morgan Stanley	N/A	—	1,062,779	-1,062,779	-100%	$23.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	786,000	-786,000	-100%	$17.3M	—	—	—
Bank of America Corp	N/A	—	591,342	-591,342	-100%	$13.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	331,638	-331,638	-100%	$7.3M	—	—	—
LPL Financial LLC	N/A	—	259,385	-259,385	-100%	$5.7M	—	—	—
Ameriprise Financial Inc	N/A	—	207,305	-207,305	-100%	$4.6M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	201,617	-201,617	-100%	$4.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	169,651	-169,651	-100%	$3.7M	—	—	—
Trivium Point Advisory, LLC	N/A	—	138,985	-138,985	-100%	$3.1M	—	—	—
Mount Lucas Management LP	N/A	—	137,838	-137,838	-100%	$3.0M	—	—	—
Raymond James Financial Inc	N/A	—	130,697	-130,697	-100%	$2.9M	—	—	—
MML Investors Services, LLC	N/A	—	123,571	-123,571	-100%	$2.7M	—	—	—
Cetera Investment Advisers	N/A	—	122,333	-122,333	-100%	$2.7M	—	—	—
UBS Group AG	N/A	—	118,142	-118,142	-100%	$2.6M	—	—	—
Bridges Investment Management Inc	N/A	—	95,079	-95,079	-100%	$2.1M	—	—	—
Harbour Investments, Inc.	N/A	—	87,705	-87,705	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	85,994	-85,994	-100%	$1.9M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	59,605	-59,605	-100%	$1.3M	—	—	—
Invst, LLC	N/A	—	57,597	-57,597	-100%	$1.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	56,312	-56,312	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	54,693	-54,693	-100%	$1.2M	—	—	—
IHT Wealth Management, LLC	N/A	—	48,271	-48,271	-100%	$1.1M	—	—	—
Tidal Investments LLC	N/A	—	45,923	-45,923	-100%	$1.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	41,439	-41,439	-100%	$914.0K	—	—	—
First Foundation Advisors	N/A	—	39,958	-39,958	-100%	$881.1K	—	—	—
Man Group plc	N/A	—	39,505	-39,505	-100%	$871.1K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	35,730	-35,730	-100%	$787.8K	—	—	—
Captrust Financial Advisors	N/A	—	28,727	-28,727	-100%	$633.4K	—	—	—
Wealthfront Advisers LLC	N/A	—	24,833	-24,833	-100%	$547.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	24,762	-24,762	-100%	$546.0K	—	—	—
Manning & Napier Advisors LLC	N/A	—	24,356	-24,356	-100%	$537.1K	—	—	—
Goldman Sachs Group Inc	N/A	—	24,225	-24,225	-100%	$534.2K	—	—	—
AE Wealth Management LLC	N/A	—	23,448	-23,448	-100%	$517.0K	—	—	—
Mariner, LLC	N/A	—	22,853	-22,853	-100%	$503.9K	—	—	—
CreativeOne Wealth, LLC	N/A	—	20,508	-20,508	-100%	$452.2K	—	—	—
Sumitomo Mitsui Financial Group, Inc.	N/A	—	20,442	-20,442	-100%	$450.5K	—	—	—
Stifel Financial Corp	N/A	—	19,947	-19,947	-100%	$439.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,984	-17,984	-100%	$396.5K	—	—	—
Mutual Advisors, LLC	N/A	—	16,149	-16,149	-100%	$356.1K	—	—	—
Cascade Financial Partners, LLC	N/A	—	14,450	-14,450	-100%	$318.6K	—	—	—
FWL Investment Management, LLC	N/A	—	12,097	-12,097	-100%	$266.7K	—	—	—
Ethos Financial Group, LLC	N/A	—	11,275	-11,275	-100%	$246.9K	—	—	—
Prelude Capital Management, LLC	N/A	—	10,000	-10,000	-100%	$220.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	9,711	-9,711	-100%	$214.1K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	9,467	-9,467	-100%	$208.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	9,194	-9,194	-100%	$202.7K	—	—	—
Advyzon Investment Management, LLC	N/A	—	9,117	-9,117	-100%	$201.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	8,264	-8,264	-100%	$182.2K	—	—	—
EFG International AG	N/A	—	2,000	-2,000	-100%	$44.1K	—	—	—
FMR LLC	N/A	—	1,951	-1,951	-100%	$43.0K	—	—	—
BFC Planning, Inc.	N/A	—	1,948	-1,948	-100%	$43.0K	—	—	—
Synergy Investment Management, LLC	N/A	—	1,682	-1,682	-100%	$37.1K	—	—	—
JPMorgan Chase & Co	N/A	—	1,501	-1,501	-100%	$33.1K	—	—	—
Purpose Unlimited Inc.	N/A	—	1,147	-1,147	-100%	$25.3K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	422	-422	-100%	$9.3K	—	—	—
Blair William & Co	N/A	—	336	-336	-100%	$7.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	265	-265	-100%	$5.8K	—	—	—
Anchor Investment Management, LLC	N/A	—	200	-200	-100%	$4.4K	—	—	—
Allworth Financial LP	N/A	—	74	-74	-100%	$1.6K	—	—	—
National Bank of Canada	N/A	—	71	-71	-100%	$1.6K	—	—	—
Virtus Advisers, LLC	N/A	—	24	-24	-100%	$529	—	—	—
Arax Advisory Partners	N/A	—	3	-3	-100%	$67	—	—	—
Atomic Invest LLC	N/A	—	2	-2	-100%	$39	—	—	—

Showing 119 of 119 institutions