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Ishares ESG Msci USA Leaders (SUSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares205,850 from 198,802
Change+7,048 (+4%)
Value$28.1M (+$1.7M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares201,167 from 201,362
Change-195 (0%)
Value$27.5M (+$899.2K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares195,554 from 193,400
Change+2,154 (+1%)
Value$26.0M (+$286.1K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares86,122 from 86,464
Change-342 (0%)
Value$11.7M (+$258.4K)
Filed 2026-10-14
Trilogy Capital Inc.
INCREASED
Shares83,226 from 80,901
Change+2,325 (+3%)
Value$11.3M (+$602.2K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED
Shares76,067 from 77,743
Change-1,676 (-2%)
Value$10.4M (+$45.8K)
Filed 2026-10-16
Xena Financial Planning, LLC
DECREASED
Shares66,882 from 70,355
Change-3,473 (-5%)
Value$9.1M (-$225.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares65,326 from 48,949
Change+16,377 (+33%)
Value$8.9M (+$2.4M)
Filed 2026-11-02
Bluestem Financial Advisors, LLC
INCREASED
Shares60,907 from 50,128
Change+10,779 (+22%)
Value$8.3M (+$1.6M)
Filed 2026-10-20
W Advisors, LLC
DECREASED
Shares44,486 from 47,110
Change-2,624 (-6%)
Value$6.1M (-$191.4K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares41,458 from 41,239
Change+219 (+1%)
Value$5.7M (+$175.3K)
Filed 2026-11-06
Bond & Devick Financial Network, Inc.
INCREASED
Shares30,845 from 17,511
Change+13,334 (+76%)
Value$4.2M (+$1.9M)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares30,072 from 23,443
Change+6,629 (+28%)
Value$4.1M (+$986.1K)
Filed 2026-10-23
Bfsg, LLC
DECREASED
Shares28,162 from 28,404
Change-242 (-1%)
Value$3.8M (+$67.2K)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares24,959 from 23,106
Change+1,853 (+8%)
Value$3.4M (+$334.1K)
Filed 2026-10-22
Bailard, Inc.
INCREASED
Shares19,186 from 18,479
Change+707 (+4%)
Value$2.6M (+$161.5K)
Filed 2026-10-13
Omega Financial Group, LLC
DECREASED
Shares17,023 from 18,019
Change-996 (-6%)
Value$2.3M (-$72.2K)
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares16,031 from 16,140
Change-109 (-1%)
Value$2.2M (+$42.1K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares15,647 from 15,647
Change0 (0%)
Value$2.1M (+$55.2K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
DECREASED
Shares15,485 from 15,502
Change-17 (0%)
Value$2.2M (+$108.8K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares15,468 from 15,460
Change+8 (+0%)
Value$2.1M (+$351.8K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED
Shares14,618 from 15,798
Change-1,180 (-7%)
Value$2.0M (-$105.0K)
Filed 2026-11-02
Values Added Financial LLC
UNCHANGED
Shares14,052 from 14,052
Change0 (0%)
Value$1.9M (+$49.6K)
Filed 2026-10-28
Orgel Wealth Management, LLC
DECREASED
Shares13,317 from 13,411
Change-94 (-1%)
Value$1.8M (+$34.5K)
Filed 2026-10-14
Cypress Wealth Services, LLC
DECREASED
Shares13,223 from 13,229
Change-6 (0%)
Value$1.8M (+$87.3K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares12,337 from 12,635
Change-298 (-2%)
Value$1.7M (+$4.0K)
Filed 2026-10-28
Affinity Capital Advisors, LLC
INCREASED
Shares10,581 from 10,577
Change+4 (+0%)
Value$1.5M (+$61.9K)
Filed 2026-10-13
Compass Ion Advisors, LLC
UNCHANGED
Shares9,787 from 9,787
Change0 (0%)
Value$1.3M (+$34.6K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares9,782 from 17,892
Change-8,110 (-45%)
Value$1.3M (-$1.0M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,427 from 9,409
Change+18 (+0%)
Value$1.3K (-$1.2M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares9,336 from 8,805
Change+531 (+6%)
Value$1.3M (+$103.9K)
Filed 2026-10-08
Csenge Advisory Group
DECREASED
Shares7,555 from 7,632
Change-77 (-1%)
Value$1.0M (+$16.5K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares7,409 from 7,244
Change+165 (+2%)
Value$1.0M (+$48.0K)
Filed 2026-10-21
Crusonia Wealth Advisors LLC
INCREASED
Shares7,327 from 7,275
Change+52 (+1%)
Value$998.6K (+$32.7K)
Filed 2026-10-26
Bank of New Hampshire
NEW
Shares6,900
Change+6,900
Value$940.4K
Filed 2026-10-06
Perigon Wealth Management, LLC
DECREASED
Shares6,744 from 7,231
Change-487 (-7%)
Value$919.1K (-$40.9K)
Filed 2026-10-22
Vise Technologies, Inc.
DECREASED
Shares6,724 from 7,635
Change-911 (-12%)
Value$916.3K (-$97.3K)
Filed 2026-10-29
JGP Wealth Management, LLC
INCREASED
Shares6,526 from 5,011
Change+1,515 (+30%)
Value$889.4K (+$224.2K)
Filed 2026-10-13
Friedenthal Financial
DECREASED
Shares5,982 from 7,281
Change-1,299 (-18%)
Value$815.3K (-$151.4K)
Filed 2026-10-27
RVW Wealth, LLC
INCREASED
Shares5,933 from 5,845
Change+88 (+2%)
Value$808.6K (+$32.6K)
Filed 2026-10-06
WealthPlan Investment Management, LLC
UNCHANGED
Shares5,759 from 5,759
Change0 (0%)
Value$784.9K (+$20.3K)
Filed 2026-10-15
Beacon Financial Group
INCREASED
Shares5,451 from 5,443
Change+8 (+0%)
Value$742.9K (+$20.3K)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares5,337 from 5,259
Change+78 (+1%)
Value$727 (-$697.3K)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
INCREASED
Shares5,197 from 3,617
Change+1,580 (+44%)
Value$708.2K (+$228.1K)
Filed 2026-10-14
Fragasso Financial Advisors Inc
INCREASED
Shares5,007 from 4,995
Change+12 (+0%)
Value$695.6K (+$32.4K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED
Shares4,746 from 4,768
Change-22 (0%)
Value$646.9K (+$13.9K)
Filed 2026-10-20
SmartHarvest Portfolios, LLC
UNCHANGED
Shares4,655 from 4,655
Change0 (0%)
Value$634.4K (+$16.4K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares4,534 from 4,529
Change+5 (+0%)
Value$617.9K (+$16.7K)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares4,477 from 4,554
Change-77 (-2%)
Value$610.2K (+$5.6K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares4,243 from 2,900
Change+1,343 (+46%)
Value$578.2K (+$193.2K)
Filed 2026-11-02
Firethorn Wealth Partners, LLC
DECREASED
Shares4,071 from 4,072
Change-1 (0%)
Value$554.8K (+$14.3K)
Filed 2026-10-14
Compound Planning, Inc.
DECREASED
Shares3,989 from 4,136
Change-147 (-4%)
Value$543.7K (-$5.4K)
Filed 2026-11-05
Sweeney & Michel, LLC
INCREASED
Shares3,637 from 3,305
Change+332 (+10%)
Value$495.6K (+$39.8K)
Filed 2026-10-16
Aries Wealth Management
DECREASED
Shares3,566 from 6,051
Change-2,485 (-41%)
Value$486.0K (-$317.3K)
Filed 2026-10-23
Madson Wealth Advisors Inc
INCREASED
Shares3,559 from 3,550
Change+9 (+0%)
Value$485.0K (+$13.7K)
Filed 2026-10-13
Horizon Wealth Management, LLC
INCREASED
Shares3,477 from 3,473
Change+4 (+0%)
Value$473.8K (+$12.8K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares3,403 from 3,408
Change-5 (0%)
Value$463.7K (+$11.3K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED
Shares3,314 from 3,314
Change0 (0%)
Value$451.7K (+$11.7K)
Filed 2026-10-13
MKT Advisors LLC
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$432.3K (+$17.3K)
Filed 2026-10-20
GenTrust, LLC
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$424.1K (+$11.0K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares3,100 from 2,806
Change+294 (+10%)
Value$422.5K (+$50.0K)
Filed 2026-11-06
Bigelow Investment Advisors, LLC
INCREASED
Shares3,009 from 2,814
Change+195 (+7%)
Value$410.1K (+$36.5K)
Filed 2026-10-13
Foster Group, Inc.
DECREASED
Shares2,957 from 3,478
Change-521 (-15%)
Value$403.0K (-$58.8K)
Filed 2026-10-13
BOS Asset Management, LLC
UNCHANGED
Shares2,872 from 2,872
Change0 (0%)
Value$391.4K (+$10.1K)
Filed 2026-10-09
Parallel Advisors, LLC
UNCHANGED
Shares2,763 from 2,763
Change0 (0%)
Value$376.6K (+$9.7K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares2,742 from 2,743
Change-1 (0%)
Value$373.7K (+$9.5K)
Filed 2026-10-16
Ridgeline Wealth, LLC
UNCHANGED
Shares2,557 from 2,557
Change0 (0%)
Value$355.0K (+$15.6K)
Filed 2026-10-14
Vested Financial Planning, LLC
UNCHANGED
Shares2,549 from 2,549
Change0 (0%)
Value$347.5K (+$9.0K)
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares2,472 from 2,770
Change-298 (-11%)
Value$336.9K (-$30.8K)
Filed 2026-10-27
Marino, Stram & Associates LLC
UNCHANGED
Shares2,451 from 2,451
Change0 (0%)
Value$334.0K (+$8.6K)
Filed 2026-10-22
Firestone Capital Management
INCREASED
Shares2,325 from 2,319
Change+6 (+0%)
Value$316.9K (+$8.9K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares2,289
Change+2,289
Value$311.9K
Filed 2026-10-21
Lodestar Private Asset Management LLC
INCREASED
Shares2,239 from 2,233
Change+6 (+0%)
Value$305.1K (+$8.6K)
Filed 2026-10-26
Horst & Graben Wealth Management LLC
DECREASED
Shares2,200 from 2,203
Change-3 (0%)
Value$299.8K (+$7.8K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$299.8K (+$7.8K)
Filed 2026-11-06
Landaas & Co
DECREASED
Shares2,061 from 3,021
Change-960 (-32%)
Value$280.9K (-$120.2K)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
DECREASED
Shares2,041 from 2,082
Change-41 (-2%)
Value$281.9K (+$5.9K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
DECREASED
Shares1,962 from 2,019
Change-57 (-3%)
Value$267.4K (-$711)
Filed 2026-10-20
Diversified Trust Co
UNCHANGED
Shares1,901 from 1,901
Change0 (0%)
Value$259.1K (+$6.7K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares1,862 from 1,862
Change0 (0%)
Value$253.8K (+$6.6K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,860 from 1,814
Change+46 (+3%)
Value$253.5K (+$12.7K)
Filed 2026-10-07
Confluence Wealth Services, Inc.
DECREASED
Shares1,746 from 1,752
Change-6 (0%)
Value$238.0K (+$5.4K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$236.9K (+$6.1K)
Filed 2026-10-21
Choreo, LLC
NEW
Shares1,715
Change+1,715
Value$233.8K
Filed 2026-10-28
Meridian Financial Partners LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$233.5K (+$7.6K)
Filed 2026-10-23
SWS Partners
DECREASED
Shares1,598 from 1,600
Change-2 (0%)
Value$217.8K (+$5.4K)
Filed 2026-10-26
First Pacific Financial
DECREASED
Shares1,520 from 1,698
Change-178 (-10%)
Value$207.1K (-$18.3K)
Filed 2026-10-14
Your Advocates Ltd., LLP
INCREASED
Shares1,501 from 1,421
Change+80 (+6%)
Value$204.6K (+$16.0K)
Filed 2026-11-03
Family Capital Trust Co
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$163.5K (+$4.2K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares1,106 from 1,094
Change+12 (+1%)
Value$150.7K (+$5.5K)
Filed 2026-11-05
Keystone Financial Group, Inc.
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$143.6K (+$3.7K)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$140.1K (+$3.6K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$130.1K (+$3.4K)
Filed 2026-10-15
DT Investment Partners, LLC
INCREASED
Shares687 from 652
Change+35 (+5%)
Value$93.6K (+$7.1K)
Filed 2026-10-27
Community Financial Services Group, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$60.6K (+$1.7K)
Filed 2026-10-15
Blue Trust, Inc.
NEW
Shares334
Change+334
Value$45.5K
Filed 2026-10-15
Triumph Capital Management
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$38.2K (+$987)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$34.1K (+$882)
Filed 2026-10-08
Noble Wealth Management PBC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$24.5K (+$635)
Filed 2026-10-01
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$17.5K (+$454)
Filed 2026-10-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$11.9K (+$306)
Filed 2026-10-15
Capitol Family Office, Inc.
DECREASED
Shares74 from 155
Change-81 (-52%)
Value$10.1K (-$10.5K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares58 from 57
Change+1 (+2%)
Value$7.8K (+$221)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.4K (+$89)
Filed 2026-10-26
Financial Freedom, LLC
NEW
Shares21
Change+21
Value$2.9K
Filed 2026-11-06
Mission Wealth Management, LP
CLOSED
Shares0 from 10,375
Change-10,375 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-15
Reynders McVeigh Capital Management, LLC
CLOSED
Shares0 from 4,356
Change-4,356 (-100%)
Value$0 (-$578.0K)
Filed 2026-10-30
WIN Advisors, Inc
CLOSED
Shares0 from 3,411
Change-3,411 (-100%)
Value$0 (-$452.8K)
Filed 2026-11-06
Midway Capital Research & Management
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$53.1K)
Filed 2026-10-20
Signaturefd, LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$37.8K)
Filed 2026-10-23
Bank of Italy
N/A
Shares— from 887,779
Change-887,779 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 681,991
Change-681,991 (-100%)
Value—
FMR LLC
N/A
Shares— from 485,256
Change-485,256 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 422,643
Change-422,643 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 381,495
Change-381,495 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 163,219
Change-163,219 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 145,170
Change-145,170 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 78,919
Change-78,919 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 77,823
Change-77,823 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 64,884
Change-64,884 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 61,596
Change-61,596 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 50,170
Change-50,170 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 49,426
Change-49,426 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 43,947
Change-43,947 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,467
Change-42,467 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 41,383
Change-41,383 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 40,057
Change-40,057 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,597
Change-37,597 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 31,636
Change-31,636 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29,219
Change-29,219 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 24,478
Change-24,478 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 23,613
Change-23,613 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 23,404
Change-23,404 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,906
Change-20,906 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 18,022
Change-18,022 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 17,483
Change-17,483 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,387
Change-16,387 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 15,101
Change-15,101 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,515
Change-14,515 (-100%)
Value—
Obsido Oy
N/A
Shares— from 13,849
Change-13,849 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,373
Change-12,373 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,263
Change-11,263 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,723
Change-8,723 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,559
Change-8,559 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,414
Change-8,414 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,756
Change-7,756 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,879
Change-6,879 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 563
Change-563 (-100%)
Value—
UBS Group AG
N/A
Shares— from 471
Change-471 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 437
Change-437 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 267
Change-267 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 248
Change-248 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 232
Change-232 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 172
Change-172 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 91
Change-91 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED205,850198,802+7,048+4%$26.4M$28.1M+$1.7M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED201,167201,362-1950%$26.6M$27.5M+$899.2K2026-10-13
Allworth Financial LP
INCREASED195,554193,400+2,154+1%$25.7M$26.0M+$286.1K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED86,12286,464-3420%$11.5M$11.7M+$258.4K2026-10-14
Trilogy Capital Inc.
INCREASED83,22680,901+2,325+3%$10.7M$11.3M+$602.2K2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED76,06777,743-1,676-2%$10.3M$10.4M+$45.8K2026-10-16
Xena Financial Planning, LLC
DECREASED66,88270,355-3,473-5%$9.3M$9.1M-$225.3K2026-10-13
Commonwealth Equity Services, LLC
INCREASED65,32648,949+16,377+33%$6.5M$8.9M+$2.4M2026-11-02
Bluestem Financial Advisors, LLC
INCREASED60,90750,128+10,779+22%$6.7M$8.3M+$1.6M2026-10-20
W Advisors, LLC
DECREASED44,48647,110-2,624-6%$6.3M$6.1M-$191.4K2026-11-02
LPL Financial LLC
INCREASED41,45841,239+219+1%$5.5M$5.7M+$175.3K2026-11-06
Bond & Devick Financial Network, Inc.
INCREASED30,84517,511+13,334+76%$2.3M$4.2M+$1.9M2026-10-23
HB Wealth Management, LLC
INCREASED30,07223,443+6,629+28%$3.1M$4.1M+$986.1K2026-10-23
Bfsg, LLC
DECREASED28,16228,404-242-1%$3.8M$3.8M+$67.2K2026-10-30
Brookstone Capital Management
INCREASED24,95923,106+1,853+8%$3.1M$3.4M+$334.1K2026-10-22
Bailard, Inc.
INCREASED19,18618,479+707+4%$2.5M$2.6M+$161.5K2026-10-13
Omega Financial Group, LLC
DECREASED17,02318,019-996-6%$2.4M$2.3M-$72.2K2026-10-29
Mather Group, Llc.
DECREASED16,03116,140-109-1%$2.1M$2.2M+$42.1K2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED15,64715,64700%$2.1M$2.1M+$55.2K2026-11-03
CFS Investment Advisory Services, LLC
DECREASED15,48515,502-170%$2.1M$2.2M+$108.8K2026-10-19
SAX Wealth Advisors, LLC
INCREASED15,46815,460+8+0%$1.8M$2.1M+$351.8K2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED14,61815,798-1,180-7%$2.1M$2.0M-$105.0K2026-11-02
Values Added Financial LLC
UNCHANGED14,05214,05200%$1.9M$1.9M+$49.6K2026-10-28
Orgel Wealth Management, LLC
DECREASED13,31713,411-94-1%$1.8M$1.8M+$34.5K2026-10-14
Cypress Wealth Services, LLC
DECREASED13,22313,229-60%$1.8M$1.8M+$87.3K2026-10-21
MGO One Seven LLC
DECREASED12,33712,635-298-2%$1.7M$1.7M+$4.0K2026-10-28
Affinity Capital Advisors, LLC
INCREASED10,58110,577+4+0%$1.4M$1.5M+$61.9K2026-10-13
Compass Ion Advisors, LLC
UNCHANGED9,7879,78700%$1.3M$1.3M+$34.6K2026-10-23
Citigroup Inc
DECREASED9,78217,892-8,110-45%$2.4M$1.3M-$1.0M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED9,4279,409+18+0%$1.2M$1.3K-$1.2M2026-11-02
Farther Finance Advisors, LLC
INCREASED9,3368,805+531+6%$1.2M$1.3M+$103.9K2026-10-08
Csenge Advisory Group
DECREASED7,5557,632-77-1%$1.0M$1.0M+$16.5K2026-11-04
Wealthcare Advisory Partners LLC
INCREASED7,4097,244+165+2%$961.8K$1.0M+$48.0K2026-10-21
Crusonia Wealth Advisors LLC
INCREASED7,3277,275+52+1%$965.8K$998.6K+$32.7K2026-10-26
Bank of New Hampshire
NEW6,900—+6,900——$940.4K—2026-10-06
Perigon Wealth Management, LLC
DECREASED6,7447,231-487-7%$960.0K$919.1K-$40.9K2026-10-22
Vise Technologies, Inc.
DECREASED6,7247,635-911-12%$1.0M$916.3K-$97.3K2026-10-29
JGP Wealth Management, LLC
INCREASED6,5265,011+1,515+30%$665.3K$889.4K+$224.2K2026-10-13
Friedenthal Financial
DECREASED5,9827,281-1,299-18%$966.6K$815.3K-$151.4K2026-10-27
RVW Wealth, LLC
INCREASED5,9335,845+88+2%$776.0K$808.6K+$32.6K2026-10-06
WealthPlan Investment Management, LLC
UNCHANGED5,7595,75900%$764.6K$784.9K+$20.3K2026-10-15
Beacon Financial Group
INCREASED5,4515,443+8+0%$722.6K$742.9K+$20.3K2026-10-19
Park Avenue Securities LLC
INCREASED5,3375,259+78+1%$698.0K$727-$697.3K2026-10-26
Redhawk Wealth Advisors, Inc.
INCREASED5,1973,617+1,580+44%$480.1K$708.2K+$228.1K2026-10-14
Fragasso Financial Advisors Inc
INCREASED5,0074,995+12+0%$663.2K$695.6K+$32.4K2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED4,7464,768-220%$633.0K$646.9K+$13.9K2026-10-20
SmartHarvest Portfolios, LLC
UNCHANGED4,6554,65500%$618.0K$634.4K+$16.4K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED4,5344,529+5+0%$601.3K$617.9K+$16.7K2026-11-04
Merit Financial Group, LLC
DECREASED4,4774,554-77-2%$604.6K$610.2K+$5.6K2026-11-06
Kestra Advisory Services, LLC
INCREASED4,2432,900+1,343+46%$385.0K$578.2K+$193.2K2026-11-02
Firethorn Wealth Partners, LLC
DECREASED4,0714,072-10%$540.6K$554.8K+$14.3K2026-10-14
Compound Planning, Inc.
DECREASED3,9894,136-147-4%$549.1K$543.7K-$5.4K2026-11-05
Sweeney & Michel, LLC
INCREASED3,6373,305+332+10%$455.9K$495.6K+$39.8K2026-10-16
Aries Wealth Management
DECREASED3,5666,051-2,485-41%$803.3K$486.0K-$317.3K2026-10-23
Madson Wealth Advisors Inc
INCREASED3,5593,550+9+0%$471.3K$485.0K+$13.7K2026-10-13
Horizon Wealth Management, LLC
INCREASED3,4773,473+4+0%$461.1K$473.8K+$12.8K2026-11-02
Strategic Blueprint, LLC
DECREASED3,4033,408-50%$452.4K$463.7K+$11.3K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED3,3143,31400%$440.0K$451.7K+$11.7K2026-10-13
MKT Advisors LLC
UNCHANGED3,1303,13000%$415.0K$432.3K+$17.3K2026-10-20
GenTrust, LLC
UNCHANGED3,1123,11200%$413.1K$424.1K+$11.0K2026-11-06
PNC Financial Services Group, Inc.
INCREASED3,1002,806+294+10%$372.5K$422.5K+$50.0K2026-11-06
Bigelow Investment Advisors, LLC
INCREASED3,0092,814+195+7%$373.6K$410.1K+$36.5K2026-10-13
Foster Group, Inc.
DECREASED2,9573,478-521-15%$461.8K$403.0K-$58.8K2026-10-13
BOS Asset Management, LLC
UNCHANGED2,8722,87200%$381.3K$391.4K+$10.1K2026-10-09
Parallel Advisors, LLC
UNCHANGED2,7632,76300%$366.8K$376.6K+$9.7K2026-11-03
IFP Advisors, Inc
DECREASED2,7422,743-10%$364.2K$373.7K+$9.5K2026-10-16
Ridgeline Wealth, LLC
UNCHANGED2,5572,55700%$339.5K$355.0K+$15.6K2026-10-14
Vested Financial Planning, LLC
UNCHANGED2,5492,54900%$338.5K$347.5K+$9.0K2026-10-28
Balance Wealth Partners LLC
DECREASED2,4722,770-298-11%$367.7K$336.9K-$30.8K2026-10-27
Marino, Stram & Associates LLC
UNCHANGED2,4512,45100%$325.4K$334.0K+$8.6K2026-10-22
Firestone Capital Management
INCREASED2,3252,319+6+0%$307.9K$316.9K+$8.9K2026-11-03
First Affirmative Financial Network
NEW2,289—+2,289——$311.9K—2026-10-21
Lodestar Private Asset Management LLC
INCREASED2,2392,233+6+0%$296.5K$305.1K+$8.6K2026-10-26
Horst & Graben Wealth Management LLC
DECREASED2,2002,203-30%$292.0K$299.8K+$7.8K2026-11-02
Institute for Wealth Management, Llc.
UNCHANGED2,2002,20000%$292.1K$299.8K+$7.8K2026-11-06
Landaas & Co
DECREASED2,0613,021-960-32%$401.1K$280.9K-$120.2K2026-10-29
NorthCrest Asset Manangement, LLC
DECREASED2,0412,082-41-2%$276.0K$281.9K+$5.9K2026-10-13
Milestone Asset Management Group, LLC
DECREASED1,9622,019-57-3%$268.1K$267.4K-$7112026-10-20
Diversified Trust Co
UNCHANGED1,9011,90100%$252.4K$259.1K+$6.7K2026-11-06
Kingswood Wealth Advisors, LLC
UNCHANGED1,8621,86200%$247.2K$253.8K+$6.6K2026-10-23
Wealth Enhancement Trust Services, Inc.
INCREASED1,8601,814+46+3%$240.8K$253.5K+$12.7K2026-10-07
Confluence Wealth Services, Inc.
DECREASED1,7461,752-60%$232.6K$238.0K+$5.4K2026-11-05
OpenArc Corporate Advisory, LLC
UNCHANGED1,7381,73800%$230.7K$236.9K+$6.1K2026-10-21
Choreo, LLC
NEW1,715—+1,715——$233.8K—2026-10-28
Meridian Financial Partners LLC
UNCHANGED1,6951,69500%$225.9K$233.5K+$7.6K2026-10-23
SWS Partners
DECREASED1,5981,600-20%$212.4K$217.8K+$5.4K2026-10-26
First Pacific Financial
DECREASED1,5201,698-178-10%$225.4K$207.1K-$18.3K2026-10-14
Your Advocates Ltd., LLP
INCREASED1,5011,421+80+6%$188.6K$204.6K+$16.0K2026-11-03
Family Capital Trust Co
UNCHANGED1,2001,20000%$159.3K$163.5K+$4.2K2026-10-22
Larson Financial Group LLC
INCREASED1,1061,094+12+1%$145.2K$150.7K+$5.5K2026-11-05
Keystone Financial Group, Inc.
UNCHANGED1,0541,05400%$139.9K$143.6K+$3.7K2026-10-13
US Bancorp \de\
UNCHANGED1,0281,02800%$136.5K$140.1K+$3.6K2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED95595500%$126.7K$130.1K+$3.4K2026-10-15
DT Investment Partners, LLC
INCREASED687652+35+5%$86.6K$93.6K+$7.1K2026-10-27
Community Financial Services Group, LLC
UNCHANGED44444400%$58.9K$60.6K+$1.7K2026-10-15
Blue Trust, Inc.
NEW334—+334——$45.5K—2026-10-15
Triumph Capital Management
UNCHANGED28028000%$37.2K$38.2K+$9872026-10-14
CoreCap Advisors, LLC
UNCHANGED25025000%$33.2K$34.1K+$8822026-10-08
Noble Wealth Management PBC
UNCHANGED18018000%$23.9K$24.5K+$6352026-10-01
Gladwyn Financial Advisors, Inc.
UNCHANGED12912900%$17.1K$17.5K+$4542026-10-05
Cherry Tree Wealth Management, LLC
UNCHANGED878700%$11.6K$11.9K+$3062026-10-15
Capitol Family Office, Inc.
DECREASED74155-81-52%$20.6K$10.1K-$10.5K2026-10-13
Rossby Financial, LCC
INCREASED5857+1+2%$7.6K$7.8K+$2212026-11-05
Abound Wealth Management
UNCHANGED252500%$3.3K$3.4K+$892026-10-26
Financial Freedom, LLC
NEW21—+21——$2.9K—2026-11-06
Mission Wealth Management, LP
CLOSED010,375-10,375-100%$1.4M$0-$1.4M2026-10-15
Reynders McVeigh Capital Management, LLC
CLOSED04,356-4,356-100%$578.0K$0-$578.0K2026-10-30
WIN Advisors, Inc
CLOSED03,411-3,411-100%$452.8K$0-$452.8K2026-11-06
Midway Capital Research & Management
CLOSED0400-400-100%$53.1K$0-$53.1K2026-10-20
Signaturefd, LLC
CLOSED0285-285-100%$37.8K$0-$37.8K2026-10-23
Bank of Italy
N/A—887,779-887,779-100%$117.9M———
Mercer Global Advisors Inc
N/A—681,991-681,991-100%$90.5M———
FMR LLC
N/A—485,256-485,256-100%$64.4M———
JPMorgan Chase & Co
N/A—422,643-422,643-100%$55.7M———
Royal Bank of Canada
N/A—381,495-381,495-100%$50.6M———
Ellevest, Inc.
N/A—163,219-163,219-100%$21.7M———
Pathstone Holdings, LLC
N/A—145,170-145,170-100%$19.3M———
Sanctuary Advisors, LLC
N/A—78,919-78,919-100%$10.5M———
OneDigital Investment Advisors LLC
N/A—77,823-77,823-100%$10.3M———
Bank of America Corp
N/A—64,884-64,884-100%$8.6M———
One Wealth Advisors, LLC
N/A—61,596-61,596-100%$8.2M———
Quantinno Capital Management LP
N/A—50,170-50,170-100%$6.7M———
SK Wealth Management, LLC
N/A—49,426-49,426-100%$6.8M———
GeoWealth Management, LLC
N/A—43,947-43,947-100%$5.8M———
Jane Street Group, LLC
N/A—42,467-42,467-100%$5.6M———
Integrated Wealth Concepts LLC
N/A—41,383-41,383-100%$5.5M———
Aptus Capital Advisors, LLC
N/A—40,057-40,057-100%$5.3M———
Susquehanna International Group, LLP
N/A—37,597-37,597-100%$5.0M———
Envestnet Asset Management Inc
N/A—31,636-31,636-100%$4.2M———
Osaic Holdings, Inc.
N/A—29,219-29,219-100%$3.9M———
Raymond James Financial Inc
N/A—24,478-24,478-100%$3.2M———
Northwestern Mutual Wealth Management Co
N/A—23,613-23,613-100%$3.1M———
GTS Securities LLC
N/A—23,404-23,404-100%$3.1M———
Equitable Holdings, Inc.
N/A—20,906-20,906-100%$2.8M———
Bluespring Wealth Management, LLC
N/A—18,022-18,022-100%$2.4M———
Kickstand Ventures, Llc.
N/A—17,483-17,483-100%$2.3M———
Steward Partners Investment Advisory, LLC
N/A—16,387-16,387-100%$2.2M———
Cetera Investment Advisers
N/A—15,750-15,750-100%$2.1M———
Keebeck Wealth Management
N/A—15,101-15,101-100%$2.0M———
Wells Fargo & Company
N/A—14,515-14,515-100%$1.9M———
Obsido Oy
N/A—13,849-13,849-100%$1.8M———
Citadel Advisors LLC
N/A—12,373-12,373-100%$1.6M———
Jones Financial Companies Lllp
N/A—11,263-11,263-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—8,723-8,723-100%$1.2M———
Blair William & Co
N/A—8,559-8,559-100%$1.1M———
Stifel Financial Corp
N/A—8,467-8,467-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—8,414-8,414-100%$1.1M———
Retirement Capital Strategies
N/A—8,350-8,350-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—7,756-7,756-100%$1.0M———
GTS Financial, LLC
N/A—7,536-7,536-100%$816.5K———
United Capital Financial Advisors, LLC
N/A—6,879-6,879-100%$913.6K———
PFG Investments, LLC
N/A—5,569-5,569-100%$739.4K———
Brown Advisory Inc
N/A—5,150-5,150-100%$683.7K———
Commerce Bank
N/A—5,058-5,058-100%$671.5K———
Wealthspire Advisors, LLC
N/A—5,022-5,022-100%$666.7K———
IEQ Capital, LLC
N/A—4,509-4,509-100%$598.7K———
Shared Vision Wealth Group LLC
N/A—4,479-4,479-100%$594.6K———
Beacon Pointe Advisors, LLC
N/A—4,026-4,026-100%$534.5K———
BlackRock, Inc.
N/A—3,998-3,998-100%$530.8K———
CI Investments Inc.
N/A—3,919-3,919-100%$520.3K———
Cerity Partners LLC
N/A—3,881-3,881-100%$515.2K———
Mariner, LLC
N/A—3,727-3,727-100%$494.8K———
Peak Retirement Planning, Inc.
N/A—3,700-3,700-100%$491.3K———
Novare Capital Management LLC
N/A—3,638-3,638-100%$483.0K———
Private Advisor Group, LLC
N/A—3,369-3,369-100%$447.3K———
Mayflower Financial Advisors, LLC
N/A—3,222-3,222-100%$427.8K———
MML Investors Services, LLC
N/A—3,060-3,060-100%$406.2K———
Morgan Stanley
N/A—2,956-2,956-100%$392.5K———
Veridan Wealth LLC
N/A—2,918-2,918-100%$387.3K———
EP Wealth Advisors, LLC
N/A—2,819-2,819-100%$374.3K———
One Capital Management, LLC
N/A—2,797-2,797-100%$317.7K———
AQR Capital Management LLC
N/A—2,771-2,771-100%$367.9K———
Captrust Financial Advisors
N/A—2,618-2,618-100%$347.5K———
NewEdge Advisors, LLC
N/A—2,418-2,418-100%$321.0K———
Zhang Financial LLC
N/A—2,334-2,334-100%$309.9K———
Wharton Business Group, LLC
N/A—2,200-2,200-100%$292.1K———
Janney Montgomery Scott LLC
N/A—1,800-1,800-100%$239.0K———
Wealth Alliance, LLC
N/A—1,782-1,782-100%$236.6K———
CreativeOne Wealth, LLC
N/A—1,773-1,773-100%$235.4K———
Summitry LLC
N/A—1,619-1,619-100%$214.9K———
Cascade Financial Partners, LLC
N/A—1,616-1,616-100%$214.5K———
Davis Wealth Advisors, LLC
N/A—1,583-1,583-100%$210.2K———
Advisory Services Network, LLC
N/A—1,547-1,547-100%$205.4K———
Glassy Mountain Advisors, Inc.
N/A—1,441-1,441-100%$191.3K———
National Bank of Canada
N/A—1,245-1,245-100%$165.2K———
AE Wealth Management LLC
N/A—881-881-100%$117.0K———
Vanguard Advisers Inc
N/A—563-563-100%$74.8K———
UBS Group AG
N/A—471-471-100%$62.5K———
Hantz Financial Services, Inc.
N/A—437-437-100%$58.0K———
Oakmont Advisory Group, LLC
N/A—361-361-100%$47.9K———
Harbour Investments, Inc.
N/A—267-267-100%$35.4K———
Ancora Advisors LLCA
N/A—248-248-100%$32.9K———
BFC Planning, Inc.
N/A—232-232-100%$30.8K———
Global Retirement Partners, LLC
N/A—217-217-100%$28.8K———
Glassman Wealth Services
N/A—172-172-100%$22.8K———
Front Row Advisors LLC
N/A—123-123-100%$16.9K———
Tower Research Capital LLC (TRC)
N/A—91-91-100%$12.1K———
Mark Sheptoff Financial Planning, LLC
N/A—75-75-100%$10.0K———
HHM Wealth Advisors, LLC
N/A—46-46-100%$6.1K———
Strategic Wealth Partners, Ltd.
N/A—00—$6———
Showing 200 of 200 institutions