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Ishares Ibonds 2025 H/Y Inc (IBHE)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
DECREASED
Shares44,461 from 46,819
Change-2,358 (-5%)
Value$1.0M (-$57.4K)
Filed 2026-02-06
LPL Financial LLC
CLOSED
Shares0 from 1,291,304
Change-1,291,304 (-100%)
Value$0 (-$30.0M)
Filed 2026-02-11
SkyView Investment Advisors, LLC
CLOSED
Shares0 from 945,683
Change-945,683 (-100%)
Value$0 (-$22.0K)
Filed 2026-02-18
OneDigital Investment Advisors LLC
CLOSED
Shares0 from 875,077
Change-875,077 (-100%)
Value$0 (-$20.3M)
Filed 2026-02-13
Morgan Stanley
CLOSED
Shares0 from 793,424
Change-793,424 (-100%)
Value$0 (-$18.4M)
Filed 2026-05-27
Arrow Financial Corp
CLOSED
Shares0 from 669,534
Change-669,534 (-100%)
Value$0 (-$15.5M)
Filed 2026-02-05
Mid-American Wealth Advisory Group, Inc.
CLOSED
Shares0 from 632,436
Change-632,436 (-100%)
Value$0 (-$14.7M)
Filed 2026-01-23
Raymond James Financial Inc
CLOSED
Shares0 from 521,368
Change-521,368 (-100%)
Value$0 (-$12.1M)
Filed 2026-02-18
Wells Fargo & Company
CLOSED
Shares0 from 453,085
Change-453,085 (-100%)
Value$0 (-$10.5M)
Filed 2026-02-13
Cetera Investment Advisers
CLOSED
Shares0 from 415,147
Change-415,147 (-100%)
Value$0 (-$9.6M)
Filed 2026-02-17
Scissortail Wealth Management, LLC
CLOSED
Shares0 from 387,581
Change-387,581 (-100%)
Value$0 (-$9.0M)
Filed 2026-01-29
Keeler Thomas Management LLC
CLOSED
Shares0 from 355,904
Change-355,904 (-100%)
Value$0 (-$8.3M)
Filed 2026-02-12
Lbmc Investment Advisors, LLC
CLOSED
Shares0 from 296,042
Change-296,042 (-100%)
Value$0 (-$6.9M)
Filed 2026-02-12
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 232,478
Change-232,478 (-100%)
Value$0 (-$5.4M)
Filed 2026-01-20
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 201,205
Change-201,205 (-100%)
Value$0 (-$4.7K)
Filed 2026-02-05
Bank of America Corp
CLOSED
Shares0 from 185,151
Change-185,151 (-100%)
Value$0 (-$4.3M)
Filed 2026-02-17
Lido Advisors, LLC
CLOSED
Shares0 from 140,020
Change-140,020 (-100%)
Value$0 (-$3.3M)
Filed 2026-02-10
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 136,256
Change-136,256 (-100%)
Value$0 (-$3.2M)
Filed 2026-01-29
Cowa, LLC
CLOSED
Shares0 from 127,151
Change-127,151 (-100%)
Value$0 (-$3.0M)
Filed 2026-02-12
Osaic Holdings, Inc.
CLOSED
Shares0 from 124,936
Change-124,936 (-100%)
Value$0 (-$2.9M)
Filed 2026-02-17
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 113,510
Change-113,510 (-100%)
Value$0 (-$2.6M)
Filed 2026-02-10
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 108,679
Change-108,679 (-100%)
Value$0 (-$2.5M)
Filed 2026-02-06
Citadel Advisors LLC
CLOSED
Shares0 from 98,442
Change-98,442 (-100%)
Value$0 (-$2.3M)
Filed 2026-02-17
Envestnet Asset Management Inc
CLOSED
Shares0 from 93,662
Change-93,662 (-100%)
Value$0 (-$2.2M)
Filed 2026-02-10
Royal Bank of Canada
CLOSED
Shares0 from 92,439
Change-92,439 (-100%)
Value$0 (-$2.1M)
Filed 2026-02-17
MML Investors Services, LLC
CLOSED
Shares0 from 83,742
Change-83,742 (-100%)
Value$0 (-$1.9M)
Filed 2026-02-13
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 82,145
Change-82,145 (-100%)
Value$0 (-$1.9K)
Filed 2026-02-12
Straight Path Wealth Management
CLOSED
Shares0 from 77,183
Change-77,183 (-100%)
Value$0 (-$1.8M)
Filed 2026-02-11
Krilogy Financial LLC
CLOSED
Shares0 from 76,727
Change-76,727 (-100%)
Value$0 (-$1.8M)
Filed 2026-01-27
Jane Street Group, LLC
CLOSED
Shares0 from 75,752
Change-75,752 (-100%)
Value$0 (-$1.8M)
Filed 2026-02-12
Kestra Advisory Services, LLC
CLOSED
Shares0 from 69,678
Change-69,678 (-100%)
Value$0 (-$1.6M)
Filed 2026-02-13
Carr Financial Group Corp
CLOSED
Shares0 from 67,906
Change-67,906 (-100%)
Value$0 (-$1.6M)
Filed 2026-01-09
Sowell Financial Services LLC
CLOSED
Shares0 from 67,063
Change-67,063 (-100%)
Value$0 (-$1.6M)
Filed 2026-01-21
Endowment Wealth Management, Inc.
CLOSED
Shares0 from 65,702
Change-65,702 (-100%)
Value$0 (-$1.5M)
Filed 2026-02-09
Phillips Financial Management, LLC
CLOSED
Shares0 from 65,432
Change-65,432 (-100%)
Value$0 (-$1.5M)
Filed 2026-01-26
Cottage Street Advisors LLC
CLOSED
Shares0 from 65,015
Change-65,015 (-100%)
Value$0 (-$1.5M)
Filed 2026-01-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 57,557
Change-57,557 (-100%)
Value$0 (-$1.3M)
Filed 2026-02-03
Private Advisor Group, LLC
CLOSED
Shares0 from 56,935
Change-56,935 (-100%)
Value$0 (-$1.3M)
Filed 2026-02-17
Spire Wealth Management
CLOSED
Shares0 from 56,550
Change-56,550 (-100%)
Value$0 (-$1.3M)
Filed 2026-01-14
Baltimore-Washington Financial Advisors, Inc.
CLOSED
Shares0 from 51,083
Change-51,083 (-100%)
Value$0 (-$1.2M)
Filed 2026-02-13
Delta Wealth Advisors LLC
CLOSED
Shares0 from 49,258
Change-49,258 (-100%)
Value$0 (-$1.1M)
Filed 2026-01-28
Rebalance, LLC
CLOSED
Shares0 from 46,528
Change-46,528 (-100%)
Value$0 (-$1.1M)
Filed 2026-01-15
Landing Point Financial Group, LLC
CLOSED
Shares0 from 45,341
Change-45,341 (-100%)
Value$0 (-$1.1M)
Filed 2026-02-11
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 44,765
Change-44,765 (-100%)
Value$0 (-$1.0M)
Filed 2026-02-13
UBS Group AG
CLOSED
Shares0 from 40,981
Change-40,981 (-100%)
Value$0 (-$951.6K)
Filed 2026-01-29
Steele Capital Management, Inc.
CLOSED
Shares0 from 40,925
Change-40,925 (-100%)
Value$0 (-$950.3K)
Filed 2026-01-27
Denver PWM, LLC
CLOSED
Shares0 from 37,582
Change-37,582 (-100%)
Value$0 (-$874.0K)
Filed 2026-02-11
MCF Advisors LLC
CLOSED
Shares0 from 34,140
Change-34,140 (-100%)
Value$0 (-$792.7K)
Filed 2026-02-11
Parallel Advisors, LLC
CLOSED
Shares0 from 32,795
Change-32,795 (-100%)
Value$0 (-$761.5K)
Filed 2026-02-11
NewEdge Advisors, LLC
CLOSED
Shares0 from 32,596
Change-32,596 (-100%)
Value$0 (-$756.9K)
Filed 2026-02-18
Werba Rubin Papier Wealth Management
CLOSED
Shares0 from 32,336
Change-32,336 (-100%)
Value$0 (-$750.8K)
Filed 2026-01-27
Howland Capital Management LLC
CLOSED
Shares0 from 32,240
Change-32,240 (-100%)
Value$0 (-$748.6K)
Filed 2026-02-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 32,086
Change-32,086 (-100%)
Value$0 (-$745.0K)
Filed 2026-01-20
Csenge Advisory Group
CLOSED
Shares0 from 31,872
Change-31,872 (-100%)
Value$0 (-$740.1K)
Filed 2026-02-06
Foundations Investment Advisors, LLC
CLOSED
Shares0 from 31,388
Change-31,388 (-100%)
Value$0 (-$728.8K)
Filed 2026-02-10
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 31,140
Change-31,140 (-100%)
Value$0 (-$723.1K)
Filed 2026-01-28
High Note Wealth, LLC
CLOSED
Shares0 from 30,486
Change-30,486 (-100%)
Value$0 (-$707.9K)
Filed 2026-02-05
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 27,459
Change-27,459 (-100%)
Value$0 (-$637.6K)
Filed 2026-01-27
Timber Creek Capital Management LLC
CLOSED
Shares0 from 27,065
Change-27,065 (-100%)
Value$0 (-$628.5K)
Filed 2026-01-23
Savant Capital, LLC
CLOSED
Shares0 from 26,853
Change-26,853 (-100%)
Value$0 (-$623.5K)
Filed 2026-02-10
Baird Financial Group, Inc.
CLOSED
Shares0 from 26,416
Change-26,416 (-100%)
Value$0 (-$613.4K)
Filed 2026-02-13
10Elms LLP
CLOSED
Shares0 from 26,318
Change-26,318 (-100%)
Value$0 (-$611.1K)
Filed 2026-02-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 25,329
Change-25,329 (-100%)
Value$0 (-$588.1K)
Filed 2026-02-17
Nwam LLC
CLOSED
Shares0 from 24,319
Change-24,319 (-100%)
Value$0 (-$564.0K)
Filed 2026-02-04
Great Valley Advisor Group, Inc.
CLOSED
Shares0 from 24,158
Change-24,158 (-100%)
Value$0 (-$560.6K)
Filed 2026-02-12
Heartland Bank & Trust Co
CLOSED
Shares0 from 23,481
Change-23,481 (-100%)
Value$0 (-$545.2K)
Filed 2026-02-03
Hurley Capital, LLC
CLOSED
Shares0 from 23,433
Change-23,433 (-100%)
Value$0 (-$544.1K)
Filed 2026-02-17
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 23,228
Change-23,228 (-100%)
Value$0 (-$539.4K)
Filed 2026-01-14
HighTower Advisors, LLC
CLOSED
Shares0 from 20,698
Change-20,698 (-100%)
Value$0 (-$480.6K)
Filed 2026-02-06
Johnson Bixby & Associates, LLC
CLOSED
Shares0 from 20,588
Change-20,588 (-100%)
Value$0 (-$478.1K)
Filed 2026-01-14
Sigma Planning Corp
CLOSED
Shares0 from 19,439
Change-19,439 (-100%)
Value$0 (-$451.4K)
Filed 2026-01-30
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 18,100
Change-18,100 (-100%)
Value$0 (-$420.3K)
Filed 2026-03-17
Mercer Global Advisors Inc
CLOSED
Shares0 from 17,753
Change-17,753 (-100%)
Value$0 (-$412.2K)
Filed 2026-02-18
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 17,750
Change-17,750 (-100%)
Value$0 (-$412.2K)
Filed 2026-02-11
Blue Barn Wealth, LLC
CLOSED
Shares0 from 17,338
Change-17,338 (-100%)
Value$0 (-$402.6K)
Filed 2026-02-10
Madden Advisory Services, Inc.
CLOSED
Shares0 from 17,243
Change-17,243 (-100%)
Value$0 (-$400.4K)
Filed 2026-02-11
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 16,977
Change-16,977 (-100%)
Value$0 (-$394.2K)
Filed 2026-02-03
Rothschild Wealth LLC
CLOSED
Shares0 from 16,640
Change-16,640 (-100%)
Value$0 (-$386.4K)
Filed 2026-02-17
Moneco Advisors, LLC
CLOSED
Shares0 from 15,773
Change-15,773 (-100%)
Value$0 (-$366.2K)
Filed 2026-02-04
High Falls Advisors, Inc
CLOSED
Shares0 from 15,444
Change-15,444 (-100%)
Value$0 (-$358.6K)
Filed 2026-02-18
AE Wealth Management LLC
CLOSED
Shares0 from 15,213
Change-15,213 (-100%)
Value$0 (-$353.3K)
Filed 2026-01-26
Aspen Wealth Management LLC
CLOSED
Shares0 from 14,795
Change-14,795 (-100%)
Value$0 (-$343.5K)
Filed 2026-01-05
Thrivent Financial for Lutherans
CLOSED
Shares0 from 14,459
Change-14,459 (-100%)
Value$0 (-$336)
Filed 2026-02-05
World Investment Advisors
CLOSED
Shares0 from 14,400
Change-14,400 (-100%)
Value$0 (-$334.4K)
Filed 2026-03-13
Mascoma Wealth Management LLC
CLOSED
Shares0 from 13,932
Change-13,932 (-100%)
Value$0 (-$323.5K)
Filed 2026-02-04
Sunbelt Securities, Inc.
CLOSED
Shares0 from 13,750
Change-13,750 (-100%)
Value$0 (-$319.3K)
Filed 2026-02-20
LRI Investments, LLC
CLOSED
Shares0 from 13,209
Change-13,209 (-100%)
Value$0 (-$306.7K)
Filed 2026-02-04
Austin Private Wealth, LLC
CLOSED
Shares0 from 13,159
Change-13,159 (-100%)
Value$0 (-$305.5K)
Filed 2026-01-20
Focus Partners Wealth
CLOSED
Shares0 from 12,885
Change-12,885 (-100%)
Value$0 (-$299.2K)
Filed 2026-02-13
Old Mission Capital LLC
CLOSED
Shares0 from 12,549
Change-12,549 (-100%)
Value$0 (-$291.4K)
Filed 2026-02-17
Littlejohn Financial Services, Inc.
CLOSED
Shares0 from 12,316
Change-12,316 (-100%)
Value$0 (-$286.0K)
Filed 2026-02-05
New England Private Wealth Advisors LLC
CLOSED
Shares0 from 12,120
Change-12,120 (-100%)
Value$0 (-$281.4K)
Filed 2026-02-13
Janney Montgomery Scott LLC
CLOSED
Shares0 from 12,059
Change-12,059 (-100%)
Value$0 (-$280)
Filed 2026-02-11
Creative Planning
CLOSED
Shares0 from 11,944
Change-11,944 (-100%)
Value$0 (-$277.3K)
Filed 2026-02-17
Captrust Financial Advisors
CLOSED
Shares0 from 11,802
Change-11,802 (-100%)
Value$0 (-$274.0K)
Filed 2026-02-17
Belpointe Asset Management LLC
CLOSED
Shares0 from 11,800
Change-11,800 (-100%)
Value$0 (-$274.0K)
Filed 2026-01-27
Stifel Financial Corp
CLOSED
Shares0 from 11,783
Change-11,783 (-100%)
Value$0 (-$273.6K)
Filed 2026-02-13
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 11,619
Change-11,619 (-100%)
Value$0 (-$269.8K)
Filed 2026-01-16
Tableaux LLC
CLOSED
Shares0 from 11,600
Change-11,600 (-100%)
Value$0 (-$269.4K)
Filed 2026-02-17
Pure Financial Advisors, LLC
CLOSED
Shares0 from 11,461
Change-11,461 (-100%)
Value$0 (-$266.1K)
Filed 2026-03-04
Mainsail Asset Management, LLC
CLOSED
Shares0 from 11,217
Change-11,217 (-100%)
Value$0 (-$260.5K)
Filed 2026-02-05
HRT Financial LP
CLOSED
Shares0 from 10,735
Change-10,735 (-100%)
Value$0 (-$249)
Filed 2026-02-12
M3 Advisory Group, LLC
CLOSED
Shares0 from 10,543
Change-10,543 (-100%)
Value$0 (-$244.8K)
Filed 2026-01-16
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 10,344
Change-10,344 (-100%)
Value$0 (-$239.5K)
Filed 2026-01-08
Keyvantage Wealth, LLC
CLOSED
Shares0 from 10,026
Change-10,026 (-100%)
Value$0 (-$232.8K)
Filed 2026-02-10
Summit Wealth Partners, LLC
CLOSED
Shares0 from 9,947
Change-9,947 (-100%)
Value$0 (-$231.0K)
Filed 2026-01-27
Two Sigma Securities, LLC
CLOSED
Shares0 from 9,924
Change-9,924 (-100%)
Value$0 (-$230.4K)
Filed 2026-02-17
IHT Wealth Management, LLC
CLOSED
Shares0 from 8,833
Change-8,833 (-100%)
Value$0 (-$205.1K)
Filed 2026-02-17
Mutual Advisors, LLC
CLOSED
Shares0 from 8,780
Change-8,780 (-100%)
Value$0 (-$203.6K)
Filed 2026-02-02
Cyr Financial Inc.
CLOSED
Shares0 from 8,641
Change-8,641 (-100%)
Value$0 (-$200.6K)
Filed 2026-01-16
Heritage Wealth Management, Inc. s
CLOSED
Shares0 from 8,631
Change-8,631 (-100%)
Value$0 (-$200.4K)
Filed 2026-02-09
TFR Capital, Llc.
CLOSED
Shares0 from 8,615
Change-8,615 (-100%)
Value$0 (-$200.0K)
Filed 2026-01-27
Strategic Blueprint, LLC
CLOSED
Shares0 from 8,615
Change-8,615 (-100%)
Value$0 (-$200.0K)
Filed 2026-01-30
Global Retirement Partners, LLC
CLOSED
Shares0 from 8,414
Change-8,414 (-100%)
Value$0 (-$195.4K)
Filed 2026-02-06
Bullock Wealth Management Group
CLOSED
Shares0 from 7,602
Change-7,602 (-100%)
Value$0 (-$175.9K)
Filed 2026-09-10
Advisory Services Network, LLC
CLOSED
Shares0 from 5,498
Change-5,498 (-100%)
Value$0 (-$127.7K)
Filed 2026-02-17
Principal Securities, Inc.
CLOSED
Shares0 from 4,253
Change-4,253 (-100%)
Value$0 (-$98.8K)
Filed 2026-02-12
Valley National Advisers Inc
CLOSED
Shares0 from 3,231
Change-3,231 (-100%)
Value$0 (-$75)
Filed 2026-01-23
Farther Finance Advisors, LLC
CLOSED
Shares0 from 3,045
Change-3,045 (-100%)
Value$0 (-$70.7K)
Filed 2026-01-23
Blue Trust, Inc.
CLOSED
Shares0 from 2,812
Change-2,812 (-100%)
Value$0 (-$65.3K)
Filed 2026-01-16
North Star Investment Management Corp.
CLOSED
Shares0 from 2,700
Change-2,700 (-100%)
Value$0 (-$62.7K)
Filed 2026-01-30
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 2,642
Change-2,642 (-100%)
Value$0 (-$61.3K)
Filed 2026-02-10
Private Trust Co NA
CLOSED
Shares0 from 2,319
Change-2,319 (-100%)
Value$0 (-$53.8K)
Filed 2026-01-26
Berthel, Fisher & Company Financial Services, Inc.
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$48.8K)
Filed 2026-10-30
BFC Planning, Inc.
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$48.8K)
Filed 2026-10-29
Lanark Financial, Inc.
CLOSED
Shares0 from 1,988
Change-1,988 (-100%)
Value$0 (-$46.2K)
Filed 2026-01-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 1,975
Change-1,975 (-100%)
Value$0 (-$45.9K)
Filed 2026-01-21
Comerica Bank
CLOSED
Shares0 from 1,903
Change-1,903 (-100%)
Value$0 (-$44.2K)
Filed 2026-01-29
Fifth Third Bancorp
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$41.8K)
Filed 2026-02-02
CWM, LLC
CLOSED
Shares0 from 1,755
Change-1,755 (-100%)
Value$0 (-$41)
Filed 2026-01-26
NBT Bank, N.A.
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$36.9K)
Filed 2026-01-23
Bradley & Co. Private Wealth Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$23.2K)
Filed 2026-02-11
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$23.2K)
Filed 2026-01-29
CX Institutional
CLOSED
Shares0 from 998
Change-998 (-100%)
Value$0 (-$23)
Filed 2026-02-02
Aptus Capital Advisors, LLC
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$23.1K)
Filed 2026-02-13
Harbour Investments, Inc.
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$10.1K)
Filed 2026-02-09
HM Payson & Co
CLOSED
Shares0 from 431
Change-431 (-100%)
Value$0 (-$10.0K)
Filed 2026-02-12
US Bancorp \de\
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$9.3K)
Filed 2026-01-30
VSM Wealth Advisory, LLC
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$8.8K)
Filed 2026-02-06
JPMorgan Chase & Co
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$7.7K)
Filed 2026-02-11
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.6K)
Filed 2026-01-14
Clearstead Advisors, LLC
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$3.4K)
Filed 2026-02-09
BNP Paribas Financial Markets
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$1.0K)
Filed 2026-02-10
Boreal Capital Management LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$274.0K)
Filed 2026-02-17
Siligmueller & Norvid Wealth Advisors LLC
N/A
Shares— from 16,640
Change-16,640 (-100%)
Value—
Status
IFP Advisors, Inc
DECREASED44,46146,819-2,358-5%$1.1M$1.0M-$57.4K2026-02-06
LPL Financial LLC
CLOSED01,291,304-1,291,304-100%$30.0M$0-$30.0M2026-02-11
SkyView Investment Advisors, LLC
CLOSED0945,683-945,683-100%$22.0K$0-$22.0K2026-02-18
OneDigital Investment Advisors LLC
CLOSED0875,077-875,077-100%$20.3M$0-$20.3M2026-02-13
Morgan Stanley
CLOSED0793,424-793,424-100%$18.4M$0-$18.4M2026-05-27
Arrow Financial Corp
CLOSED0669,534-669,534-100%$15.5M$0-$15.5M2026-02-05
Mid-American Wealth Advisory Group, Inc.
CLOSED0632,436-632,436-100%$14.7M$0-$14.7M2026-01-23
Raymond James Financial Inc
CLOSED0521,368-521,368-100%$12.1M$0-$12.1M2026-02-18
Wells Fargo & Company
CLOSED0453,085-453,085-100%$10.5M$0-$10.5M2026-02-13
Cetera Investment Advisers
CLOSED0415,147-415,147-100%$9.6M$0-$9.6M2026-02-17
Scissortail Wealth Management, LLC
CLOSED0387,581-387,581-100%$9.0M$0-$9.0M2026-01-29
Keeler Thomas Management LLC
CLOSED0355,904-355,904-100%$8.3M$0-$8.3M2026-02-12
Lbmc Investment Advisors, LLC
CLOSED0296,042-296,042-100%$6.9M$0-$6.9M2026-02-12
Stratos Wealth Partners, Ltd.
CLOSED0232,478-232,478-100%$5.4M$0-$5.4M2026-01-20
Cambridge Investment Research Advisors, Inc.
CLOSED0201,205-201,205-100%$4.7K$0-$4.7K2026-02-05
Bank of America Corp
CLOSED0185,151-185,151-100%$4.3M$0-$4.3M2026-02-17
Lido Advisors, LLC
CLOSED0140,020-140,020-100%$3.3M$0-$3.3M2026-02-10
Kestra Private Wealth Services, LLC
CLOSED0136,256-136,256-100%$3.2M$0-$3.2M2026-01-29
Cowa, LLC
CLOSED0127,151-127,151-100%$3.0M$0-$3.0M2026-02-12
Osaic Holdings, Inc.
CLOSED0124,936-124,936-100%$2.9M$0-$2.9M2026-02-17
Northwestern Mutual Wealth Management Co
CLOSED0113,510-113,510-100%$2.6M$0-$2.6M2026-02-10
Commonwealth Financial Services, LLC
CLOSED0108,679-108,679-100%$2.5M$0-$2.5M2026-02-06
Citadel Advisors LLC
CLOSED098,442-98,442-100%$2.3M$0-$2.3M2026-02-17
Envestnet Asset Management Inc
CLOSED093,662-93,662-100%$2.2M$0-$2.2M2026-02-10
Royal Bank of Canada
CLOSED092,439-92,439-100%$2.1M$0-$2.1M2026-02-17
MML Investors Services, LLC
CLOSED083,742-83,742-100%$1.9M$0-$1.9M2026-02-13
Commonwealth Equity Services, LLC
CLOSED082,145-82,145-100%$1.9K$0-$1.9K2026-02-12
Straight Path Wealth Management
CLOSED077,183-77,183-100%$1.8M$0-$1.8M2026-02-11
Krilogy Financial LLC
CLOSED076,727-76,727-100%$1.8M$0-$1.8M2026-01-27
Jane Street Group, LLC
CLOSED075,752-75,752-100%$1.8M$0-$1.8M2026-02-12
Kestra Advisory Services, LLC
CLOSED069,678-69,678-100%$1.6M$0-$1.6M2026-02-13
Carr Financial Group Corp
CLOSED067,906-67,906-100%$1.6M$0-$1.6M2026-01-09
Sowell Financial Services LLC
CLOSED067,063-67,063-100%$1.6M$0-$1.6M2026-01-21
Endowment Wealth Management, Inc.
CLOSED065,702-65,702-100%$1.5M$0-$1.5M2026-02-09
Phillips Financial Management, LLC
CLOSED065,432-65,432-100%$1.5M$0-$1.5M2026-01-26
Cottage Street Advisors LLC
CLOSED065,015-65,015-100%$1.5M$0-$1.5M2026-01-26
International Assets Investment Management, LLC
CLOSED057,557-57,557-100%$1.3M$0-$1.3M2026-02-03
Private Advisor Group, LLC
CLOSED056,935-56,935-100%$1.3M$0-$1.3M2026-02-17
Spire Wealth Management
CLOSED056,550-56,550-100%$1.3M$0-$1.3M2026-01-14
Baltimore-Washington Financial Advisors, Inc.
CLOSED051,083-51,083-100%$1.2M$0-$1.2M2026-02-13
Delta Wealth Advisors LLC
CLOSED049,258-49,258-100%$1.1M$0-$1.1M2026-01-28
Rebalance, LLC
CLOSED046,528-46,528-100%$1.1M$0-$1.1M2026-01-15
Landing Point Financial Group, LLC
CLOSED045,341-45,341-100%$1.1M$0-$1.1M2026-02-11
Integrated Wealth Concepts LLC
CLOSED044,765-44,765-100%$1.0M$0-$1.0M2026-02-13
UBS Group AG
CLOSED040,981-40,981-100%$951.6K$0-$951.6K2026-01-29
Steele Capital Management, Inc.
CLOSED040,925-40,925-100%$950.3K$0-$950.3K2026-01-27
Denver PWM, LLC
CLOSED037,582-37,582-100%$874.0K$0-$874.0K2026-02-11
MCF Advisors LLC
CLOSED034,140-34,140-100%$792.7K$0-$792.7K2026-02-11
Parallel Advisors, LLC
CLOSED032,795-32,795-100%$761.5K$0-$761.5K2026-02-11
NewEdge Advisors, LLC
CLOSED032,596-32,596-100%$756.9K$0-$756.9K2026-02-18
Werba Rubin Papier Wealth Management
CLOSED032,336-32,336-100%$750.8K$0-$750.8K2026-01-27
Howland Capital Management LLC
CLOSED032,240-32,240-100%$748.6K$0-$748.6K2026-02-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED032,086-32,086-100%$745.0K$0-$745.0K2026-01-20
Csenge Advisory Group
CLOSED031,872-31,872-100%$740.1K$0-$740.1K2026-02-06
Foundations Investment Advisors, LLC
CLOSED031,388-31,388-100%$728.8K$0-$728.8K2026-02-10
Bedel Financial Consulting, Inc.
CLOSED031,140-31,140-100%$723.1K$0-$723.1K2026-01-28
High Note Wealth, LLC
CLOSED030,486-30,486-100%$707.9K$0-$707.9K2026-02-05
Klaas Financial Asset Advisors, LLC
CLOSED027,459-27,459-100%$637.6K$0-$637.6K2026-01-27
Timber Creek Capital Management LLC
CLOSED027,065-27,065-100%$628.5K$0-$628.5K2026-01-23
Savant Capital, LLC
CLOSED026,853-26,853-100%$623.5K$0-$623.5K2026-02-10
Baird Financial Group, Inc.
CLOSED026,416-26,416-100%$613.4K$0-$613.4K2026-02-13
10Elms LLP
CLOSED026,318-26,318-100%$611.1K$0-$611.1K2026-02-13
Susquehanna International Group, LLP
CLOSED025,329-25,329-100%$588.1K$0-$588.1K2026-02-17
Nwam LLC
CLOSED024,319-24,319-100%$564.0K$0-$564.0K2026-02-04
Great Valley Advisor Group, Inc.
CLOSED024,158-24,158-100%$560.6K$0-$560.6K2026-02-12
Heartland Bank & Trust Co
CLOSED023,481-23,481-100%$545.2K$0-$545.2K2026-02-03
Hurley Capital, LLC
CLOSED023,433-23,433-100%$544.1K$0-$544.1K2026-02-17
Quad-Cities Investment Group, LLC
CLOSED023,228-23,228-100%$539.4K$0-$539.4K2026-01-14
HighTower Advisors, LLC
CLOSED020,698-20,698-100%$480.6K$0-$480.6K2026-02-06
Johnson Bixby & Associates, LLC
CLOSED020,588-20,588-100%$478.1K$0-$478.1K2026-01-14
Sigma Planning Corp
CLOSED019,439-19,439-100%$451.4K$0-$451.4K2026-01-30
Rockefeller Capital Management L.P.
CLOSED018,100-18,100-100%$420.3K$0-$420.3K2026-03-17
Mercer Global Advisors Inc
CLOSED017,753-17,753-100%$412.2K$0-$412.2K2026-02-18
J.W. Cole Advisors, Inc.
CLOSED017,750-17,750-100%$412.2K$0-$412.2K2026-02-11
Blue Barn Wealth, LLC
CLOSED017,338-17,338-100%$402.6K$0-$402.6K2026-02-10
Madden Advisory Services, Inc.
CLOSED017,243-17,243-100%$400.4K$0-$400.4K2026-02-11
Koshinski Asset Management, Inc.
CLOSED016,977-16,977-100%$394.2K$0-$394.2K2026-02-03
Rothschild Wealth LLC
CLOSED016,640-16,640-100%$386.4K$0-$386.4K2026-02-17
Moneco Advisors, LLC
CLOSED015,773-15,773-100%$366.2K$0-$366.2K2026-02-04
High Falls Advisors, Inc
CLOSED015,444-15,444-100%$358.6K$0-$358.6K2026-02-18
AE Wealth Management LLC
CLOSED015,213-15,213-100%$353.3K$0-$353.3K2026-01-26
Aspen Wealth Management LLC
CLOSED014,795-14,795-100%$343.5K$0-$343.5K2026-01-05
Thrivent Financial for Lutherans
CLOSED014,459-14,459-100%$336$0-$3362026-02-05
World Investment Advisors
CLOSED014,400-14,400-100%$334.4K$0-$334.4K2026-03-13
Mascoma Wealth Management LLC
CLOSED013,932-13,932-100%$323.5K$0-$323.5K2026-02-04
Sunbelt Securities, Inc.
CLOSED013,750-13,750-100%$319.3K$0-$319.3K2026-02-20
LRI Investments, LLC
CLOSED013,209-13,209-100%$306.7K$0-$306.7K2026-02-04
Austin Private Wealth, LLC
CLOSED013,159-13,159-100%$305.5K$0-$305.5K2026-01-20
Focus Partners Wealth
CLOSED012,885-12,885-100%$299.2K$0-$299.2K2026-02-13
Old Mission Capital LLC
CLOSED012,549-12,549-100%$291.4K$0-$291.4K2026-02-17
Littlejohn Financial Services, Inc.
CLOSED012,316-12,316-100%$286.0K$0-$286.0K2026-02-05
New England Private Wealth Advisors LLC
CLOSED012,120-12,120-100%$281.4K$0-$281.4K2026-02-13
Janney Montgomery Scott LLC
CLOSED012,059-12,059-100%$280$0-$2802026-02-11
Creative Planning
CLOSED011,944-11,944-100%$277.3K$0-$277.3K2026-02-17
Captrust Financial Advisors
CLOSED011,802-11,802-100%$274.0K$0-$274.0K2026-02-17
Belpointe Asset Management LLC
CLOSED011,800-11,800-100%$274.0K$0-$274.0K2026-01-27
Stifel Financial Corp
CLOSED011,783-11,783-100%$273.6K$0-$273.6K2026-02-13
Tempus Wealth Planning, LLC
CLOSED011,619-11,619-100%$269.8K$0-$269.8K2026-01-16
Tableaux LLC
CLOSED011,600-11,600-100%$269.4K$0-$269.4K2026-02-17
Pure Financial Advisors, LLC
CLOSED011,461-11,461-100%$266.1K$0-$266.1K2026-03-04
Mainsail Asset Management, LLC
CLOSED011,217-11,217-100%$260.5K$0-$260.5K2026-02-05
HRT Financial LP
CLOSED010,735-10,735-100%$249$0-$2492026-02-12
M3 Advisory Group, LLC
CLOSED010,543-10,543-100%$244.8K$0-$244.8K2026-01-16
Wealth Enhancement Advisory Services, LLC
CLOSED010,344-10,344-100%$239.5K$0-$239.5K2026-01-08
Keyvantage Wealth, LLC
CLOSED010,026-10,026-100%$232.8K$0-$232.8K2026-02-10
Summit Wealth Partners, LLC
CLOSED09,947-9,947-100%$231.0K$0-$231.0K2026-01-27
Two Sigma Securities, LLC
CLOSED09,924-9,924-100%$230.4K$0-$230.4K2026-02-17
IHT Wealth Management, LLC
CLOSED08,833-8,833-100%$205.1K$0-$205.1K2026-02-17
Mutual Advisors, LLC
CLOSED08,780-8,780-100%$203.6K$0-$203.6K2026-02-02
Cyr Financial Inc.
CLOSED08,641-8,641-100%$200.6K$0-$200.6K2026-01-16
Heritage Wealth Management, Inc. s
CLOSED08,631-8,631-100%$200.4K$0-$200.4K2026-02-09
TFR Capital, Llc.
CLOSED08,615-8,615-100%$200.0K$0-$200.0K2026-01-27
Strategic Blueprint, LLC
CLOSED08,615-8,615-100%$200.0K$0-$200.0K2026-01-30
Global Retirement Partners, LLC
CLOSED08,414-8,414-100%$195.4K$0-$195.4K2026-02-06
Bullock Wealth Management Group
CLOSED07,602-7,602-100%$175.9K$0-$175.9K2026-09-10
Advisory Services Network, LLC
CLOSED05,498-5,498-100%$127.7K$0-$127.7K2026-02-17
Principal Securities, Inc.
CLOSED04,253-4,253-100%$98.8K$0-$98.8K2026-02-12
Valley National Advisers Inc
CLOSED03,231-3,231-100%$75$0-$752026-01-23
Farther Finance Advisors, LLC
CLOSED03,045-3,045-100%$70.7K$0-$70.7K2026-01-23
Blue Trust, Inc.
CLOSED02,812-2,812-100%$65.3K$0-$65.3K2026-01-16
North Star Investment Management Corp.
CLOSED02,700-2,700-100%$62.7K$0-$62.7K2026-01-30
Cherry Tree Wealth Management, LLC
CLOSED02,642-2,642-100%$61.3K$0-$61.3K2026-02-10
Private Trust Co NA
CLOSED02,319-2,319-100%$53.8K$0-$53.8K2026-01-26
Berthel, Fisher & Company Financial Services, Inc.
CLOSED02,100-2,100-100%$48.8K$0-$48.8K2026-10-30
BFC Planning, Inc.
CLOSED02,100-2,100-100%$48.8K$0-$48.8K2026-10-29
Lanark Financial, Inc.
CLOSED01,988-1,988-100%$46.2K$0-$46.2K2026-01-29
Stone House Investment Management, LLC
CLOSED01,975-1,975-100%$45.9K$0-$45.9K2026-01-21
Comerica Bank
CLOSED01,903-1,903-100%$44.2K$0-$44.2K2026-01-29
Fifth Third Bancorp
CLOSED01,800-1,800-100%$41.8K$0-$41.8K2026-02-02
CWM, LLC
CLOSED01,755-1,755-100%$41$0-$412026-01-26
NBT Bank, N.A.
CLOSED01,590-1,590-100%$36.9K$0-$36.9K2026-01-23
Bradley & Co. Private Wealth Management, LLC
CLOSED01,000-1,000-100%$23.2K$0-$23.2K2026-02-11
Physician Wealth Advisors, Inc.
CLOSED01,000-1,000-100%$23.2K$0-$23.2K2026-01-29
CX Institutional
CLOSED0998-998-100%$23$0-$232026-02-02
Aptus Capital Advisors, LLC
CLOSED0996-996-100%$23.1K$0-$23.1K2026-02-13
Harbour Investments, Inc.
CLOSED0435-435-100%$10.1K$0-$10.1K2026-02-09
HM Payson & Co
CLOSED0431-431-100%$10.0K$0-$10.0K2026-02-12
US Bancorp \de\
CLOSED0400-400-100%$9.3K$0-$9.3K2026-01-30
VSM Wealth Advisory, LLC
CLOSED0378-378-100%$8.8K$0-$8.8K2026-02-06
JPMorgan Chase & Co
CLOSED0332-332-100%$7.7K$0-$7.7K2026-02-11
Moisand Fitzgerald Tamayo, LLC
CLOSED0200-200-100%$4.6K$0-$4.6K2026-01-14
Clearstead Advisors, LLC
CLOSED0148-148-100%$3.4K$0-$3.4K2026-02-09
BNP Paribas Financial Markets
CLOSED045-45-100%$1.0K$0-$1.0K2026-02-10
Boreal Capital Management LLC
CLOSED000—$274.0K$0-$274.0K2026-02-17
Siligmueller & Norvid Wealth Advisors LLC
N/A—16,640-16,640-100%$386.4K———
Showing 145 of 145 institutions