IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Msci USA Small-Cap M (SMMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Management Resources, Inc.
DECREASED
Shares283,888 from 284,437
Change-549 (0%)
Value$12.6M (-$466.7K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares164,230 from 166,293
Change-2,063 (-1%)
Value$7.3M (-$350.4K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares152,151 from 153,476
Change-1,325 (-1%)
Value$6.8M (-$297.6K)
Filed 2026-11-06
Brickley Wealth Management
UNCHANGED
Shares121,953 from 121,953
Change0 (0%)
Value$5.4M (-$189.6K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares74,637 from 77,714
Change-3,077 (-4%)
Value$3.3M (-$257.7K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares56,849 from 64,384
Change-7,535 (-12%)
Value$2.5M (-$435.3K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares47,337 from 48,282
Change-945 (-2%)
Value$2.1K (-$2.2M)
Filed 2026-11-02
Armbruster Capital Management, Inc.
DECREASED
Shares42,370 from 42,800
Change-430 (-1%)
Value$1.9M (-$85.7K)
Filed 2026-10-19
Regatta Capital Group, LLC
INCREASED
Shares36,656 from 30,632
Change+6,024 (+20%)
Value$1.6M (+$220.4K)
Filed 2026-10-23
Burns Matteson Capital Management, LLC
DECREASED
Shares26,859 from 30,570
Change-3,711 (-12%)
Value$1.2M (-$212.6K)
Filed 2026-10-16
Sage Mountain Advisors LLC
UNCHANGED
Shares23,957 from 23,957
Change0 (0%)
Value$1.1M (-$37.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares23,842 from 28,350
Change-4,508 (-16%)
Value$1.1M (-$244.6K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares23,582 from 21,870
Change+1,712 (+8%)
Value$1.0M (+$42.2K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
DECREASED
Shares21,591 from 22,399
Change-808 (-4%)
Value$960.5K (-$70.8K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares19,779 from 19,680
Change+99 (+1%)
Value$879.9K (-$26.2K)
Filed 2026-10-14
MFA Wealth Services
INCREASED
Shares19,376 from 19,308
Change+68 (+0%)
Value$862.0K (-$27.0K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares15,183 from 17,613
Change-2,430 (-14%)
Value$675.4K (-$135.5K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares12,490 from 12,441
Change+49 (+0%)
Value$556.0K (-$17.0K)
Filed 2026-11-05
Leelyn Smith, LLC
DECREASED
Shares11,708 from 14,848
Change-3,140 (-21%)
Value$520.8K (-$162.8K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares11,139 from 12,157
Change-1,018 (-8%)
Value$495.5K (-$64.2K)
Filed 2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED
Shares9,970 from 9,942
Change+28 (+0%)
Value$443.5K (-$14.2K)
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares7,525 from 7,500
Change+25 (+0%)
Value$334.8K (-$10.5K)
Filed 2026-10-22
D.A. Davidson & Co.
UNCHANGED
Shares7,488 from 7,488
Change0 (0%)
Value$333.1K (-$11.6K)
Filed 2026-10-28
Cowa, LLC
UNCHANGED
Shares7,175 from 7,175
Change0 (0%)
Value$319.2K (-$11.2K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
DECREASED
Shares7,110 from 7,123
Change-13 (0%)
Value$316.3K (-$11.7K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares6,539 from 6,796
Change-257 (-4%)
Value$290.9K (-$22.0K)
Filed 2026-10-28
First Citizens Bank & Trust Co
UNCHANGED
Shares6,512 from 6,512
Change0 (0%)
Value$289.7K (-$10.1K)
Filed 2026-10-14
Professional Financial Advisors, LLC
INCREASED
Shares5,227 from 5,215
Change+12 (+0%)
Value$232.5K (-$7.6K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,112 from 5,108
Change+4 (+0%)
Value$230.5K (-$6.4K)
Filed 2026-10-13
S.A. Mason LLC
INCREASED
Shares4,453 from 4,448
Change+5 (+0%)
Value$198.1K (-$6.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
UNCHANGED
Shares3,849 from 3,849
Change0 (0%)
Value$171.2K (-$6.0K)
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$133.0K (-$4.7K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares2,382 from 1,371
Change+1,011 (+74%)
Value$106.0K (+$42.9K)
Filed 2026-10-08
Provident Wealth Management, LLC
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$78.0K (-$2.7K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares1,421 from 1,418
Change+3 (+0%)
Value$63.2K (-$2.1K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$56.7K (-$2.0K)
Filed 2026-11-06
Harbor Asset Planning, Inc.
INCREASED
Shares915 from 911
Change+4 (+0%)
Value$40.7K (-$1.3K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares789 from 6,936
Change-6,147 (-89%)
Value$35.1K (-$284.2K)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$24.3K (-$849)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares533
Change+533
Value$23.7K
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$22.3K (-$780)
Filed 2026-10-30
Ascentis Wealth Management, LLC
INCREASED
Shares461 from 449
Change+12 (+3%)
Value$20.5K (-$160)
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$18.4K (+$287)
Filed 2026-11-04
Bfsg, LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$17.2K (-$600)
Filed 2026-10-30
Birch Financial Group, LLC
NEW
Shares313
Change+313
Value$13.9K
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$10.8K (-$377)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$8.3K (-$289)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$8.0K (-$280)
Filed 2026-10-15
SYM Financial Corp
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$7.8K (-$272)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares129
Change+129
Value$5.7K
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.0K (-$140)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares86
Change+86
Value$3.8K
Filed 2026-10-29
Archer Investment Corp
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.0K (-$104)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.7K (-$94)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.0K (-$69)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares21 from 24
Change-3 (-12%)
Value$934 (-$171)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$323 ($0)
Filed 2026-11-06
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 5,694
Change-5,694 (-100%)
Value$0 (-$262.2K)
Filed 2026-10-28
Lido Advisors, LLC
CLOSED
Shares0 from 4,959
Change-4,959 (-100%)
Value$0 (-$228.4K)
Filed 2026-11-04
Evergreen Capital Management LLC
CLOSED
Shares0 from 4,480
Change-4,480 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$26.3K)
Filed 2026-11-02
CX Institutional
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$8)
Filed 2026-10-02
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$3)
Filed 2026-11-04
Assetmark, Inc
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$322)
Filed 2026-10-21
Bank of America Corp
N/A
Shares— from 1,235,710
Change-1,235,710 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 336,652
Change-336,652 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 250,164
Change-250,164 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 128,825
Change-128,825 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 67,614
Change-67,614 (-100%)
Value—
UBS Group AG
N/A
Shares— from 67,183
Change-67,183 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 65,523
Change-65,523 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 65,006
Change-65,006 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 64,228
Change-64,228 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 62,815
Change-62,815 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 60,443
Change-60,443 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 59,023
Change-59,023 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 48,071
Change-48,071 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 45,646
Change-45,646 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 41,711
Change-41,711 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 38,423
Change-38,423 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,714
Change-37,714 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,451
Change-32,451 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 31,100
Change-31,100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,564
Change-21,564 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,058
Change-19,058 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,431
Change-17,431 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,317
Change-15,317 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,896
Change-14,896 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,849
Change-14,849 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,605
Change-14,605 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,254
Change-9,254 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,494
Change-5,494 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 353
Change-353 (-100%)
Value—
Blair William & Co
N/A
Shares— from 317
Change-317 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 198
Change-198 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wealth Management Resources, Inc.
DECREASED283,888284,437-5490%$13.1M$12.6M-$466.7K2026-10-21
Commonwealth Equity Services, LLC
DECREASED164,230166,293-2,063-1%$7.7M$7.3M-$350.4K2026-11-02
LPL Financial LLC
DECREASED152,151153,476-1,325-1%$7.1M$6.8M-$297.6K2026-11-06
Brickley Wealth Management
UNCHANGED121,953121,95300%$5.6M$5.4M-$189.6K2026-11-04
Creative Planning
DECREASED74,63777,714-3,077-4%$3.6M$3.3M-$257.7K2026-11-02
Sagespring Wealth Partners, LLC
DECREASED56,84964,384-7,535-12%$3.0M$2.5M-$435.3K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED47,33748,282-945-2%$2.2M$2.1K-$2.2M2026-11-02
Armbruster Capital Management, Inc.
DECREASED42,37042,800-430-1%$2.0M$1.9M-$85.7K2026-10-19
Regatta Capital Group, LLC
INCREASED36,65630,632+6,024+20%$1.4M$1.6M+$220.4K2026-10-23
Burns Matteson Capital Management, LLC
DECREASED26,85930,570-3,711-12%$1.4M$1.2M-$212.6K2026-10-16
Sage Mountain Advisors LLC
UNCHANGED23,95723,95700%$1.1M$1.1M-$37.3K2026-11-02
Kestra Advisory Services, LLC
DECREASED23,84228,350-4,508-16%$1.3M$1.1M-$244.6K2026-11-02
Apollon Wealth Management, LLC
INCREASED23,58221,870+1,712+8%$1.0M$1.0M+$42.2K2026-10-23
Patriot Investment Management Group, Inc.
DECREASED21,59122,399-808-4%$1.0M$960.5K-$70.8K2026-10-15
XY Planning Network, Inc.
INCREASED19,77919,680+99+1%$906.1K$879.9K-$26.2K2026-10-14
MFA Wealth Services
INCREASED19,37619,308+68+0%$888.9K$862.0K-$27.0K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED15,18317,613-2,430-14%$810.9K$675.4K-$135.5K2026-10-20
Thrivent Financial for Lutherans
INCREASED12,49012,441+49+0%$573.0K$556.0K-$17.0K2026-11-05
Leelyn Smith, LLC
DECREASED11,70814,848-3,140-21%$683.6K$520.8K-$162.8K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED11,13912,157-1,018-8%$559.7K$495.5K-$64.2K2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED9,9709,942+28+0%$457.7K$443.5K-$14.2K2026-10-20
Opulen Financial Group LLC
INCREASED7,5257,500+25+0%$345.3K$334.8K-$10.5K2026-10-22
D.A. Davidson & Co.
UNCHANGED7,4887,48800%$344.7K$333.1K-$11.6K2026-10-28
Cowa, LLC
UNCHANGED7,1757,17500%$330.3K$319.2K-$11.2K2026-10-30
High Net Worth Advisory Group LLC
DECREASED7,1107,123-130%$328.0K$316.3K-$11.7K2026-10-26
Choreo, LLC
DECREASED6,5396,796-257-4%$312.9K$290.9K-$22.0K2026-10-28
First Citizens Bank & Trust Co
UNCHANGED6,5126,51200%$299.8K$289.7K-$10.1K2026-10-14
Professional Financial Advisors, LLC
INCREASED5,2275,215+12+0%$240.1K$232.5K-$7.6K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED5,1125,108+4+0%$236.9K$230.5K-$6.4K2026-10-13
S.A. Mason LLC
INCREASED4,4534,448+5+0%$204.8K$198.1K-$6.7K2026-10-13
Farther Finance Advisors, LLC
UNCHANGED3,8493,84900%$177.2K$171.2K-$6.0K2026-10-08
Spire Wealth Management
UNCHANGED2,9902,99000%$137.7K$133.0K-$4.7K2026-10-30
CoreCap Advisors, LLC
INCREASED2,3821,371+1,011+74%$63.1K$106.0K+$42.9K2026-10-08
Provident Wealth Management, LLC
UNCHANGED1,7531,75300%$80.7K$78.0K-$2.7K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED1,4211,418+3+0%$65.3K$63.2K-$2.1K2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED1,2751,27500%$58.7K$56.7K-$2.0K2026-11-06
Harbor Asset Planning, Inc.
INCREASED915911+4+0%$42.0K$40.7K-$1.3K2026-10-23
Citigroup Inc
DECREASED7896,936-6,147-89%$319.3K$35.1K-$284.2K2026-11-04
Pacific Center for Financial Services
UNCHANGED54654600%$25.1K$24.3K-$8492026-10-15
Root Financial Partners, LLC
NEW533—+533——$23.7K—2026-10-21
Compass Financial Management LLC
UNCHANGED50250200%$23.1K$22.3K-$7802026-10-30
Ascentis Wealth Management, LLC
INCREASED461449+12+3%$20.7K$20.5K-$1602026-11-03
Fairscale Capital, LLC
UNCHANGED39439400%$18.1K$18.4K+$2872026-11-04
Bfsg, LLC
UNCHANGED38638600%$17.8K$17.2K-$6002026-10-30
Birch Financial Group, LLC
NEW313—+313——$13.9K—2026-10-27
Clearstead Advisors, LLC
UNCHANGED24224200%$11.1K$10.8K-$3772026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED18618600%$8.6K$8.3K-$2892026-11-04
Wolff Wiese Magana LLC
UNCHANGED18018000%$8.3K$8.0K-$2802026-10-15
SYM Financial Corp
UNCHANGED17517500%$8.1K$7.8K-$2722026-10-26
Provenance Wealth Advisors, LLC
NEW129—+129——$5.7K—2026-10-30
Triumph Capital Management
UNCHANGED909000%$4.1K$4.0K-$1402026-10-14
Next Level Wealth Planning, LLC
NEW86—+86——$3.8K—2026-10-29
Archer Investment Corp
UNCHANGED676700%$3.1K$3.0K-$1042026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED616100%$2.8K$2.7K-$942026-10-30
IFP Advisors, Inc
UNCHANGED444400%$2.0K$2.0K-$692026-10-16
Fifth Third Bancorp
DECREASED2124-3-12%$1.1K$934-$1712026-11-05
Allworth Financial LP
UNCHANGED7700%$323$323$02026-11-06
Clear Creek Financial Management, LLC
CLOSED05,694-5,694-100%$262.2K$0-$262.2K2026-10-28
Lido Advisors, LLC
CLOSED04,959-4,959-100%$228.4K$0-$228.4K2026-11-04
Evergreen Capital Management LLC
CLOSED04,480-4,480-100%$206.3K$0-$206.3K2026-10-23
International Assets Investment Management, LLC
CLOSED0570-570-100%$26.3K$0-$26.3K2026-11-02
CX Institutional
CLOSED0172-172-100%$8$0-$82026-10-02
Hazlett, Burt & Watson, Inc.
CLOSED058-58-100%$3$0-$32026-11-04
Assetmark, Inc
CLOSED07-7-100%$322$0-$3222026-10-21
Bank of America Corp
N/A—1,235,710-1,235,710-100%$56.9M———
Mercer Global Advisors Inc
N/A—336,652-336,652-100%$15.5M———
Raymond James Financial Inc
N/A—250,164-250,164-100%$11.5M———
Royal Bank of Canada
N/A—128,825-128,825-100%$5.9M———
Advisory Services Network, LLC
N/A—67,614-67,614-100%$3.1M———
UBS Group AG
N/A—67,183-67,183-100%$3.1M———
Ameriprise Financial Inc
N/A—65,523-65,523-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—65,006-65,006-100%$3.0M———
Rehmann Capital Advisory Group
N/A—64,228-64,228-100%$3.0M———
Goldman Sachs Group Inc
N/A—62,815-62,815-100%$2.9M———
JPMorgan Chase & Co
N/A—60,443-60,443-100%$2.8M———
Modern Wealth Management, LLC
N/A—59,023-59,023-100%$2.7M———
Citadel Advisors LLC
N/A—48,071-48,071-100%$2.2M———
Wells Fargo & Company
N/A—45,646-45,646-100%$2.1M———
Envestnet Asset Management Inc
N/A—41,711-41,711-100%$1.9M———
Geneos Wealth Management Inc.
N/A—38,423-38,423-100%$1.8M———
Susquehanna International Group, LLP
N/A—37,714-37,714-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—32,451-32,451-100%$1.5M———
Two Sigma Investments, LP
N/A—31,100-31,100-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—21,564-21,564-100%$992.8K———
BFC Planning, Inc.
N/A—19,058-19,058-100%$877.5K———
Private Advisor Group, LLC
N/A—17,431-17,431-100%$802.5K———
Jane Street Group, LLC
N/A—15,317-15,317-100%$705.2K———
Osaic Holdings, Inc.
N/A—14,896-14,896-100%$685.9K———
Cetera Investment Advisers
N/A—14,849-14,849-100%$683.6K———
MML Investors Services, LLC
N/A—14,605-14,605-100%$672.4K———
Coldstream Capital Management Inc
N/A—11,743-11,743-100%$540.6K———
Captrust Financial Advisors
N/A—10,466-10,466-100%$481.8K———
NewEdge Advisors, LLC
N/A—10,314-10,314-100%$474.9K———
Morgan Stanley
N/A—9,254-9,254-100%$426.1K———
Mosaic Family Wealth Partners, LLC
N/A—8,899-8,899-100%$409.7K———
IHT Wealth Management, LLC
N/A—8,353-8,353-100%$384.6K———
Thoroughbred Financial Services, LLC
N/A—7,764-7,764-100%$357.0K———
Capital Analysts, LLC
N/A—7,684-7,684-100%$354.0K———
Great Valley Advisor Group, Inc.
N/A—6,475-6,475-100%$297.8K———
Tower Research Capital LLC (TRC)
N/A—5,832-5,832-100%$268.5K———
Ameritas Advisory Services, LLC
N/A—5,494-5,494-100%$252.9K———
Stifel Financial Corp
N/A—5,356-5,356-100%$246.6K———
Fortune Financial Advisors, LLC
N/A—5,348-5,348-100%$246.2K———
Northwestern Mutual Wealth Management Co
N/A—5,340-5,340-100%$245.9K———
Waverly Advisors, LLC
N/A—5,001-5,001-100%$230.3K———
Harbour Investments, Inc.
N/A—4,993-4,993-100%$229.9K———
Focus Partners Advisor Solutions, LLC
N/A—4,711-4,711-100%$216.9K———
RIK Saylor Financial, Inc.
N/A—4,591-4,591-100%$211.4K———
OneDigital Investment Advisors LLC
N/A—4,458-4,458-100%$205.2K———
FMR LLC
N/A—4,068-4,068-100%$187.3K———
Ameritas Investment Partners, Inc.
N/A—3,988-3,988-100%$183.6K———
EP Wealth Advisors, LLC
N/A—3,845-3,845-100%$177.0K———
BlackRock, Inc.
N/A—3,751-3,751-100%$172.7K———
O'shaughnessy Asset Management, LLC
N/A—3,062-3,062-100%$141.0K———
Nova Wealth Management, Inc.
N/A—2,466-2,466-100%$113.5K———
Colonial Trust Advisors
N/A—1,125-1,125-100%$51.8K———
Front Row Advisors LLC
N/A—1,025-1,025-100%$48.3K———
AE Wealth Management LLC
N/A—981-981-100%$45.1K———
IFG Advisory, LLC
N/A—786-786-100%$36.2K———
Founders Financial Alliance, LLC
N/A—537-537-100%$24.7K———
Rockefeller Capital Management L.P.
N/A—353-353-100%$16.3K———
Blair William & Co
N/A—317-317-100%$14.6K———
Global Retirement Partners, LLC
N/A—226-226-100%$10.4K———
Vanguard Advisers Inc
N/A—198-198-100%$9.1K———
Sachetta, LLC
N/A—72-72-100%$3.3K———
Transamerica Financial Advisors, LLC
N/A—11-11-100%$539———
Huntington National Bank
N/A—1-1-100%$46———
Showing 127 of 127 institutions