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Ishares Ibonds DEC 2026 Term (IBMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rossmore Private Capital
UNCHANGED
Shares1,443,221 from 1,443,221
Change0 (0%)
Value$37.0M (-$145)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares636,773 from 555,766
Change+81,007 (+15%)
Value$16.3M (+$2.1M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares556,024 from 652,820
Change-96,796 (-15%)
Value$14.3M (-$2.5M)
Filed 2026-11-05
Kathmere Capital Management, LLC
DECREASED
Shares552,594 from 553,898
Change-1,304 (0%)
Value$14.2M (-$33.5K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED
Shares205,762 from 201,206
Change+4,556 (+2%)
Value$5.3M (+$116.8K)
Filed 2026-10-16
Central Trust Co
DECREASED
Shares184,187 from 215,592
Change-31,405 (-15%)
Value$4.7M (-$805.2K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
DECREASED
Shares177,101 from 198,055
Change-20,954 (-11%)
Value$4.5M (-$537.3K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares144,163 from 149,069
Change-4,906 (-3%)
Value$3.7M (-$125.8K)
Filed 2026-11-02
Howland Capital Management LLC
DECREASED
Shares139,972 from 174,672
Change-34,700 (-20%)
Value$3.6M (-$889.7K)
Filed 2026-10-22
O'Domhnaill Enterprises, Inc.
INCREASED
Shares102,177 from 47,124
Change+55,053 (+117%)
Value$2.6M (+$1.4M)
Filed 2026-10-29
Sonata Capital Group Inc
UNCHANGED
Shares95,677 from 95,677
Change0 (0%)
Value$2.5M (-$9)
Filed 2026-10-19
Parkway Wealth Management Group, LLC
DECREASED
Shares93,239 from 98,369
Change-5,130 (-5%)
Value$2.4M (-$131.5K)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares92,135 from 62,745
Change+29,390 (+47%)
Value$2.4M (+$753.6K)
Filed 2026-11-05
Atwater Malick LLC
UNCHANGED
Shares90,163 from 90,163
Change0 (0%)
Value$2.3M (-$9)
Filed 2026-10-15
Blue Square Asset Management, LLC
INCREASED
Shares74,411 from 74,014
Change+397 (+1%)
Value$1.9M (+$10.2K)
Filed 2026-11-02
Scissortail Wealth Management, LLC
DECREASED
Shares63,575 from 64,989
Change-1,414 (-2%)
Value$1.6M (-$36.3K)
Filed 2026-11-03
RIA Advisory Group LLC
DECREASED
Shares63,479 from 75,215
Change-11,736 (-16%)
Value$1.6M (-$300.9K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares62,659 from 59,854
Change+2,805 (+5%)
Value$1.6M (+$71.9K)
Filed 2026-10-30
Phillips Financial Management, LLC
UNCHANGED
Shares57,223 from 57,223
Change0 (0%)
Value$1.5M (-$5)
Filed 2026-10-19
Aspen Wealth Management LLC
INCREASED
Shares54,780 from 34,731
Change+20,049 (+58%)
Value$1.4M (+$514.1K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
INCREASED
Shares53,983 from 46,398
Change+7,585 (+16%)
Value$1.4M (+$194.5K)
Filed 2026-11-02
Glenview Trust Co
DECREASED
Shares53,705 from 54,497
Change-792 (-1%)
Value$1.4M (-$20.3K)
Filed 2026-10-28
Lantz Financial LLC
INCREASED
Shares53,214 from 52,703
Change+511 (+1%)
Value$1.4M (+$13.1K)
Filed 2026-10-15
Brookstone Capital Management
DECREASED
Shares52,852 from 58,205
Change-5,353 (-9%)
Value$1.4M (-$137.3K)
Filed 2026-10-22
Capital Investment Advisors, LLC
DECREASED
Shares52,571 from 56,606
Change-4,035 (-7%)
Value$1.3M (-$103.5K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares49,641 from 11,563
Change+38,078 (+329%)
Value$1.3M (+$976.3K)
Filed 2026-11-02
Titleist Asset Management, LLC
DECREASED
Shares49,204 from 49,972
Change-768 (-2%)
Value$1.3M (-$19.7K)
Filed 2026-10-08
New England Private Wealth Advisors LLC
DECREASED
Shares38,043 from 73,391
Change-35,348 (-48%)
Value$975.4K (-$906.3K)
Filed 2026-10-19
Postrock Partners LLC
DECREASED
Shares36,656 from 38,606
Change-1,950 (-5%)
Value$939.9K (-$50.0K)
Filed 2026-11-02
Jacobi Capital Management LLC
UNCHANGED
Shares36,400 from 36,400
Change0 (0%)
Value$933.3K (-$4)
Filed 2026-11-05
James Investment Research, Inc.
UNCHANGED
Shares35,835 from 35,835
Change0 (0%)
Value$918.8K (-$4)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares35,782 from 32,030
Change+3,752 (+12%)
Value$917.5K (+$96.2K)
Filed 2026-10-16
Prism Advisors, Inc.
UNCHANGED
Shares35,665 from 35,665
Change0 (0%)
Value$912.7K (-$1.8K)
Filed 2026-10-09
Strid Group, LLC
UNCHANGED
Shares35,064 from 35,064
Change0 (0%)
Value$899.0K (-$3)
Filed 2026-10-28
Financial Advisory Corp
INCREASED
Shares32,853 from 27,877
Change+4,976 (+18%)
Value$842.4K (+$127.6K)
Filed 2026-10-14
Heffernan Advisory, Inc
UNCHANGED
Shares32,664 from 32,664
Change0 (0%)
Value$837.5K (-$3)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares30,981 from 31,158
Change-177 (-1%)
Value$794 (-$798.2K)
Filed 2026-11-02
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares29,954 from 29,904
Change+50 (+0%)
Value$768.0K (+$1.3K)
Filed 2026-10-15
Cove Private Wealth, LLC
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$743.6K (-$3)
Filed 2026-10-28
First National Trust Co
UNCHANGED
Shares27,449 from 27,449
Change0 (0%)
Value$703.8K (-$3)
Filed 2026-10-28
Resonant Capital Advisors, LLC
UNCHANGED
Shares27,052 from 27,052
Change0 (0%)
Value$693.6K (-$3)
Filed 2026-10-15
Parallel Advisors, LLC
UNCHANGED
Shares24,807 from 24,807
Change0 (0%)
Value$636.1K (-$3)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares23,372
Change+23,372
Value$599.3K
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares22,751 from 22,873
Change-122 (-1%)
Value$582.8K (-$2.8K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
INCREASED
Shares22,039 from 21,994
Change+45 (+0%)
Value$565.1K (+$936)
Filed 2026-11-02
Curbstone Financial Management Corp
UNCHANGED
Shares21,620 from 21,620
Change0 (0%)
Value$554.3K (-$2)
Filed 2026-10-21
Princeton Global Asset Management LLC
UNCHANGED
Shares19,825 from 19,825
Change0 (0%)
Value$508.3K (-$2)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares19,794 from 269,719
Change-249,925 (-93%)
Value$507.5K (-$6.4M)
Filed 2026-10-14
Foundry Financial Group, Inc.
DECREASED
Shares19,582 from 22,141
Change-2,559 (-12%)
Value$502.1K (-$65.6K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
INCREASED
Shares18,343 from 15,801
Change+2,542 (+16%)
Value$470.3K (+$65.2K)
Filed 2026-10-14
Riverchase Wealth Management, LLC
UNCHANGED
Shares18,214 from 18,214
Change0 (0%)
Value$467.0K (-$2)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares17,721 from 17,615
Change+106 (+1%)
Value$454.4K (+$2.7K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
DECREASED
Shares17,670 from 17,793
Change-123 (-1%)
Value$453.1K (-$3.2K)
Filed 2026-10-16
First Affirmative Financial Network
NEW
Shares17,250
Change+17,250
Value$442.3K
Filed 2026-10-21
Archer Investment Management, LLC
NEW
Shares16,291
Change+16,291
Value$417.7K
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares14,893 from 15,255
Change-362 (-2%)
Value$381.9K (-$9.1K)
Filed 2026-10-13
MV Capital Management, Inc.
UNCHANGED
Shares14,305 from 14,305
Change0 (0%)
Value$366.8K (-$1)
Filed 2026-10-29
Wedbush Securities Inc
UNCHANGED
Shares13,655 from 13,655
Change0 (0%)
Value$350 (-$349.7K)
Filed 2026-10-22
Confluence Investment Management LLC
UNCHANGED
Shares12,956 from 12,956
Change0 (0%)
Value$332.2K (-$1)
Filed 2026-10-01
Assetmark, Inc
DECREASED
Shares12,201 from 41,188
Change-28,987 (-70%)
Value$312.8K (-$743.2K)
Filed 2026-10-21
Trust Co
UNCHANGED
Shares11,754 from 11,754
Change0 (0%)
Value$301.4K (-$1)
Filed 2026-10-09
Compound Planning, Inc.
DECREASED
Shares11,223 from 11,550
Change-327 (-3%)
Value$287.8K (-$8.4K)
Filed 2026-11-05
Moneco Advisors, LLC
UNCHANGED
Shares10,893 from 10,893
Change0 (0%)
Value$279.3K (-$1)
Filed 2026-11-05
Heritage Family Offices, LLP
UNCHANGED
Shares10,880 from 10,880
Change0 (0%)
Value$279.0K ($0)
Filed 2026-11-02
MCF Advisors LLC
NEW
Shares10,747
Change+10,747
Value$275.6K
Filed 2026-10-28
Guidance Point Advisors, LLC
NEW
Shares10,612
Change+10,612
Value$272.1K
Filed 2026-10-15
Juno Financial Group LLC
INCREASED
Shares10,299 from 10,238
Change+61 (+1%)
Value$264.1K (+$1.6K)
Filed 2026-10-27
Cooper S Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$256.4K (-$1)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares9,851 from 14,911
Change-5,060 (-34%)
Value$252.6K (-$129.7K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares9,827 from 9,827
Change0 (0%)
Value$252.0K (-$1)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares9,802 from 9,802
Change0 (0%)
Value$251.3K (-$1)
Filed 2026-10-08
Baring Financial LLC
NEW
Shares9,747
Change+9,747
Value$249.9K
Filed 2026-10-07
Arrow Financial Corp
UNCHANGED
Shares9,451 from 9,451
Change0 (0%)
Value$242.3K (-$1)
Filed 2026-10-26
FF Advisors,LLC
DECREASED
Shares9,268 from 9,715
Change-447 (-5%)
Value$237.6K (-$11.5K)
Filed 2026-10-21
Archford Capital Strategies, LLC
UNCHANGED
Shares9,228 from 9,228
Change0 (0%)
Value$236.6K (-$1)
Filed 2026-10-19
Strategic Blueprint, LLC
UNCHANGED
Shares9,161 from 9,161
Change0 (0%)
Value$234.9K (-$1)
Filed 2026-10-22
Silverlake Wealth Management LLC
DECREASED
Shares9,122 from 24,722
Change-15,600 (-63%)
Value$233.9K (-$400.0K)
Filed 2026-10-21
TPG Advisors LLC
UNCHANGED
Shares9,094 from 9,094
Change0 (0%)
Value$233.2K (-$1)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares8,988 from 8,988
Change0 (0%)
Value$230.5K (-$1)
Filed 2026-10-23
Farnam Financial LLC
NEW
Shares8,939
Change+8,939
Value$229.1K
Filed 2026-10-21
Diversify Advisory Services, LLC
INCREASED
Shares8,374 from 8,322
Change+52 (+1%)
Value$214.5K (+$1.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares8,374 from 8,322
Change+52 (+1%)
Value$214.5K (+$1.2K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED
Shares8,218 from 11,544
Change-3,326 (-29%)
Value$210.7K (-$85.3K)
Filed 2026-10-21
Beaumont Asset Management, L.L.C.
DECREASED
Shares8,020 from 8,520
Change-500 (-6%)
Value$205.6K (-$12.8K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$128.2K (-$1)
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$93.7K ($0)
Filed 2026-10-13
Hughes Financial Services, LLC
DECREASED
Shares3,178 from 3,374
Change-196 (-6%)
Value$81.5K (-$5.0K)
Filed 2026-10-30
Key FInancial Inc
DECREASED
Shares3,130 from 3,794
Change-664 (-17%)
Value$80.3K (-$17.0K)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$75.8K ($0)
Filed 2026-11-03
Farther Finance Advisors, LLC
UNCHANGED
Shares2,914 from 2,914
Change0 (0%)
Value$74.7K (-$1)
Filed 2026-10-08
NorthAvenue LLC
UNCHANGED
Shares2,325 from 2,325
Change0 (0%)
Value$59.6K (-$1)
Filed 2026-10-29
American Capital Advisory, LLC
UNCHANGED
Shares2,221 from 2,221
Change0 (0%)
Value$56.9K ($0)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares2,008 from 1,996
Change+12 (+1%)
Value$51.4K (+$345)
Filed 2026-10-09
Coastline Trust Co
UNCHANGED
Shares1,918 from 1,918
Change0 (0%)
Value$49.2K ($0)
Filed 2026-10-01
3 Factor Indexing, LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$26.0K ($0)
Filed 2026-10-15
Bank of New Hampshire
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$23.2K ($0)
Filed 2026-10-06
Root Financial Partners, LLC
NEW
Shares131
Change+131
Value$3.4K
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$744 ($0)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$487 ($0)
Filed 2026-10-28
Quantum Financial Advisors, LLC
CLOSED
Shares0 from 103,716
Change-103,716 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-03
Evergreen Private Wealth LLC
CLOSED
Shares0 from 52,079
Change-52,079 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-30
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 13,229
Change-13,229 (-100%)
Value$0 (-$339.2K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 10,880
Change-10,880 (-100%)
Value$0 (-$279.0K)
Filed 2026-10-27
Cora Capital Advisors LLC
CLOSED
Shares0 from 8,755
Change-8,755 (-100%)
Value$0 (-$224.5K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,059
Change-2,059 (-100%)
Value$0 (-$52.6K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 2,056,461
Change-2,056,461 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,695,538
Change-1,695,538 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 732,003
Change-732,003 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 520,304
Change-520,304 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 461,392
Change-461,392 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 386,854
Change-386,854 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 378,134
Change-378,134 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 367,257
Change-367,257 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 331,427
Change-331,427 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 324,415
Change-324,415 (-100%)
Value—
UBS Group AG
N/A
Shares— from 312,081
Change-312,081 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 294,149
Change-294,149 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 273,821
Change-273,821 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 246,532
Change-246,532 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 244,402
Change-244,402 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 214,675
Change-214,675 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 192,529
Change-192,529 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 182,111
Change-182,111 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 175,525
Change-175,525 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 135,041
Change-135,041 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 127,207
Change-127,207 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 106,153
Change-106,153 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 105,460
Change-105,460 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 95,226
Change-95,226 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 91,901
Change-91,901 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 76,943
Change-76,943 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 76,419
Change-76,419 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 71,546
Change-71,546 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 67,346
Change-67,346 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 61,672
Change-61,672 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 59,884
Change-59,884 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 56,787
Change-56,787 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 54,360
Change-54,360 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,053
Change-54,053 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 51,999
Change-51,999 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 49,352
Change-49,352 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 48,925
Change-48,925 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 48,501
Change-48,501 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 48,374
Change-48,374 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 46,448
Change-46,448 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 46,282
Change-46,282 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 43,148
Change-43,148 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 41,021
Change-41,021 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 35,940
Change-35,940 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 35,800
Change-35,800 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,700
Change-31,700 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 30,368
Change-30,368 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 30,099
Change-30,099 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 29,944
Change-29,944 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,199
Change-27,199 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 25,670
Change-25,670 (-100%)
Value—
10Elms LLP
N/A
Shares— from 24,594
Change-24,594 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 23,035
Change-23,035 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 22,903
Change-22,903 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 22,655
Change-22,655 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,894
Change-16,894 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,887
Change-15,887 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 15,810
Change-15,810 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,425
Change-14,425 (-100%)
Value—
&partners
N/A
Shares— from 14,397
Change-14,397 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,465
Change-13,465 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,745
Change-11,745 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,393
Change-10,393 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,416
Change-9,416 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 9,034
Change-9,034 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,918
Change-8,918 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 802
Change-802 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Rossmore Private Capital
UNCHANGED1,443,2211,443,22100%$37.0M$37.0M-$1452026-10-27
Lido Advisors, LLC
INCREASED636,773555,766+81,007+15%$14.2M$16.3M+$2.1M2026-11-04
US Bancorp \de\
DECREASED556,024652,820-96,796-15%$16.7M$14.3M-$2.5M2026-11-05
Kathmere Capital Management, LLC
DECREASED552,594553,898-1,3040%$14.2M$14.2M-$33.5K2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED205,762201,206+4,556+2%$5.2M$5.3M+$116.8K2026-10-16
Central Trust Co
DECREASED184,187215,592-31,405-15%$5.5M$4.7M-$805.2K2026-11-05
Praetorian Wealth Management, Inc.
DECREASED177,101198,055-20,954-11%$5.1M$4.5M-$537.3K2026-10-16
Commonwealth Equity Services, LLC
DECREASED144,163149,069-4,906-3%$3.8M$3.7M-$125.8K2026-11-02
Howland Capital Management LLC
DECREASED139,972174,672-34,700-20%$4.5M$3.6M-$889.7K2026-10-22
O'Domhnaill Enterprises, Inc.
INCREASED102,17747,124+55,053+117%$1.2M$2.6M+$1.4M2026-10-29
Sonata Capital Group Inc
UNCHANGED95,67795,67700%$2.5M$2.5M-$92026-10-19
Parkway Wealth Management Group, LLC
DECREASED93,23998,369-5,130-5%$2.5M$2.4M-$131.5K2026-10-20
Regions Financial Corp
INCREASED92,13562,745+29,390+47%$1.6M$2.4M+$753.6K2026-11-05
Atwater Malick LLC
UNCHANGED90,16390,16300%$2.3M$2.3M-$92026-10-15
Blue Square Asset Management, LLC
INCREASED74,41174,014+397+1%$1.9M$1.9M+$10.2K2026-11-02
Scissortail Wealth Management, LLC
DECREASED63,57564,989-1,414-2%$1.7M$1.6M-$36.3K2026-11-03
RIA Advisory Group LLC
DECREASED63,47975,215-11,736-16%$1.9M$1.6M-$300.9K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED62,65959,854+2,805+5%$1.5M$1.6M+$71.9K2026-10-30
Phillips Financial Management, LLC
UNCHANGED57,22357,22300%$1.5M$1.5M-$52026-10-19
Aspen Wealth Management LLC
INCREASED54,78034,731+20,049+58%$890.5K$1.4M+$514.1K2026-10-14
GC Wealth Management RIA, LLC
INCREASED53,98346,398+7,585+16%$1.2M$1.4M+$194.5K2026-11-02
Glenview Trust Co
DECREASED53,70554,497-792-1%$1.4M$1.4M-$20.3K2026-10-28
Lantz Financial LLC
INCREASED53,21452,703+511+1%$1.4M$1.4M+$13.1K2026-10-15
Brookstone Capital Management
DECREASED52,85258,205-5,353-9%$1.5M$1.4M-$137.3K2026-10-22
Capital Investment Advisors, LLC
DECREASED52,57156,606-4,035-7%$1.5M$1.3M-$103.5K2026-10-22
Creative Planning
INCREASED49,64111,563+38,078+329%$296.5K$1.3M+$976.3K2026-11-02
Titleist Asset Management, LLC
DECREASED49,20449,972-768-2%$1.3M$1.3M-$19.7K2026-10-08
New England Private Wealth Advisors LLC
DECREASED38,04373,391-35,348-48%$1.9M$975.4K-$906.3K2026-10-19
Postrock Partners LLC
DECREASED36,65638,606-1,950-5%$989.9K$939.9K-$50.0K2026-11-02
Jacobi Capital Management LLC
UNCHANGED36,40036,40000%$933.3K$933.3K-$42026-11-05
James Investment Research, Inc.
UNCHANGED35,83535,83500%$918.8K$918.8K-$42026-10-22
IFP Advisors, Inc
INCREASED35,78232,030+3,752+12%$821.3K$917.5K+$96.2K2026-10-16
Prism Advisors, Inc.
UNCHANGED35,66535,66500%$914.5K$912.7K-$1.8K2026-10-09
Strid Group, LLC
UNCHANGED35,06435,06400%$899.0K$899.0K-$32026-10-28
Financial Advisory Corp
INCREASED32,85327,877+4,976+18%$714.8K$842.4K+$127.6K2026-10-14
Heffernan Advisory, Inc
UNCHANGED32,66432,66400%$837.5K$837.5K-$32026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED30,98131,158-177-1%$799.0K$794-$798.2K2026-11-02
Roof Eidam Maycock Peralta, LLC
INCREASED29,95429,904+50+0%$766.7K$768.0K+$1.3K2026-10-15
Cove Private Wealth, LLC
UNCHANGED29,00029,00000%$743.6K$743.6K-$32026-10-28
First National Trust Co
UNCHANGED27,44927,44900%$703.8K$703.8K-$32026-10-28
Resonant Capital Advisors, LLC
UNCHANGED27,05227,05200%$693.6K$693.6K-$32026-10-15
Parallel Advisors, LLC
UNCHANGED24,80724,80700%$636.1K$636.1K-$32026-11-03
Rossby Financial, LCC
NEW23,372—+23,372——$599.3K—2026-11-05
CFS Investment Advisory Services, LLC
DECREASED22,75122,873-122-1%$585.6K$582.8K-$2.8K2026-10-19
Sentinel Pension Advisors, LLC
INCREASED22,03921,994+45+0%$564.2K$565.1K+$9362026-11-02
Curbstone Financial Management Corp
UNCHANGED21,62021,62000%$554.3K$554.3K-$22026-10-21
Princeton Global Asset Management LLC
UNCHANGED19,82519,82500%$508.3K$508.3K-$22026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED19,794269,719-249,925-93%$6.9M$507.5K-$6.4M2026-10-14
Foundry Financial Group, Inc.
DECREASED19,58222,141-2,559-12%$567.7K$502.1K-$65.6K2026-10-28
Redhawk Wealth Advisors, Inc.
INCREASED18,34315,801+2,542+16%$405.1K$470.3K+$65.2K2026-10-14
Riverchase Wealth Management, LLC
UNCHANGED18,21418,21400%$467.0K$467.0K-$22026-10-28
BIP Wealth, LLC
INCREASED17,72117,615+106+1%$451.7K$454.4K+$2.7K2026-10-22
WealthBridge Capital Management, LLC
DECREASED17,67017,793-123-1%$456.2K$453.1K-$3.2K2026-10-16
First Affirmative Financial Network
NEW17,250—+17,250——$442.3K—2026-10-21
Archer Investment Management, LLC
NEW16,291—+16,291——$417.7K—2026-10-13
SAX Wealth Advisors, LLC
DECREASED14,89315,255-362-2%$391.0K$381.9K-$9.1K2026-10-13
MV Capital Management, Inc.
UNCHANGED14,30514,30500%$366.8K$366.8K-$12026-10-29
Wedbush Securities Inc
UNCHANGED13,65513,65500%$350.0K$350-$349.7K2026-10-22
Confluence Investment Management LLC
UNCHANGED12,95612,95600%$332.2K$332.2K-$12026-10-01
Assetmark, Inc
DECREASED12,20141,188-28,987-70%$1.1M$312.8K-$743.2K2026-10-21
Trust Co
UNCHANGED11,75411,75400%$301.4K$301.4K-$12026-10-09
Compound Planning, Inc.
DECREASED11,22311,550-327-3%$296.1K$287.8K-$8.4K2026-11-05
Moneco Advisors, LLC
UNCHANGED10,89310,89300%$279.3K$279.3K-$12026-11-05
Heritage Family Offices, LLP
UNCHANGED10,88010,88000%$279.0K$279.0K$02026-11-02
MCF Advisors LLC
NEW10,747—+10,747——$275.6K—2026-10-28
Guidance Point Advisors, LLC
NEW10,612—+10,612——$272.1K—2026-10-15
Juno Financial Group LLC
INCREASED10,29910,238+61+1%$262.5K$264.1K+$1.6K2026-10-27
Cooper S Advisors, LLC
UNCHANGED10,00010,00000%$256.4K$256.4K-$12026-11-03
Atria Investments, Inc
DECREASED9,85114,911-5,060-34%$382.3K$252.6K-$129.7K2026-10-15
Private Trust Co NA
UNCHANGED9,8279,82700%$252.0K$252.0K-$12026-10-20
Avidian Wealth Enterprises, LLC
UNCHANGED9,8029,80200%$251.3K$251.3K-$12026-10-08
Baring Financial LLC
NEW9,747—+9,747——$249.9K—2026-10-07
Arrow Financial Corp
UNCHANGED9,4519,45100%$242.3K$242.3K-$12026-10-26
FF Advisors,LLC
DECREASED9,2689,715-447-5%$249.1K$237.6K-$11.5K2026-10-21
Archford Capital Strategies, LLC
UNCHANGED9,2289,22800%$236.6K$236.6K-$12026-10-19
Strategic Blueprint, LLC
UNCHANGED9,1619,16100%$234.9K$234.9K-$12026-10-22
Silverlake Wealth Management LLC
DECREASED9,12224,722-15,600-63%$633.9K$233.9K-$400.0K2026-10-21
TPG Advisors LLC
UNCHANGED9,0949,09400%$233.2K$233.2K-$12026-10-16
Signaturefd, LLC
UNCHANGED8,9888,98800%$230.5K$230.5K-$12026-10-23
Farnam Financial LLC
NEW8,939—+8,939——$229.1K—2026-10-21
Diversify Advisory Services, LLC
INCREASED8,3748,322+52+1%$213.3K$214.5K+$1.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED8,3748,322+52+1%$213.3K$214.5K+$1.2K2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED8,21811,544-3,326-29%$296.0K$210.7K-$85.3K2026-10-21
Beaumont Asset Management, L.L.C.
DECREASED8,0208,520-500-6%$218.5K$205.6K-$12.8K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED5,0005,00000%$128.2K$128.2K-$12026-10-20
Harbor Investment Advisory, LLC
UNCHANGED3,6563,65600%$93.7K$93.7K$02026-10-13
Hughes Financial Services, LLC
DECREASED3,1783,374-196-6%$86.5K$81.5K-$5.0K2026-10-30
Key FInancial Inc
DECREASED3,1303,794-664-17%$97.3K$80.3K-$17.0K2026-11-02
Asset Dedication, LLC
UNCHANGED2,9552,95500%$75.8K$75.8K$02026-11-03
Farther Finance Advisors, LLC
UNCHANGED2,9142,91400%$74.7K$74.7K-$12026-10-08
NorthAvenue LLC
UNCHANGED2,3252,32500%$59.6K$59.6K-$12026-10-29
American Capital Advisory, LLC
UNCHANGED2,2212,22100%$56.9K$56.9K$02026-10-28
Bullock Wealth Management Group
INCREASED2,0081,996+12+1%$51.0K$51.4K+$3452026-10-09
Coastline Trust Co
UNCHANGED1,9181,91800%$49.2K$49.2K$02026-10-01
3 Factor Indexing, LLC
UNCHANGED1,0151,01500%$26.0K$26.0K$02026-10-15
Bank of New Hampshire
UNCHANGED90590500%$23.2K$23.2K$02026-10-06
Root Financial Partners, LLC
NEW131—+131——$3.4K—2026-10-21
Caldwell Trust Co
UNCHANGED292900%$744$744$02026-10-30
Evolution Wealth Management Inc.
UNCHANGED191900%$487$487$02026-10-28
Quantum Financial Advisors, LLC
CLOSED0103,716-103,716-100%$2.7M$0-$2.7M2026-11-03
Evergreen Private Wealth LLC
CLOSED052,079-52,079-100%$1.3M$0-$1.3M2026-10-30
Avantax Planning Partners, Inc.
CLOSED013,229-13,229-100%$339.2K$0-$339.2K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED010,880-10,880-100%$279.0K$0-$279.0K2026-10-27
Cora Capital Advisors LLC
CLOSED08,755-8,755-100%$224.5K$0-$224.5K2026-11-02
International Assets Investment Management, LLC
CLOSED02,059-2,059-100%$52.6K$0-$52.6K2026-11-02
Bank of America Corp
N/A—2,056,461-2,056,461-100%$52.7M———
Mercer Global Advisors Inc
N/A—1,695,538-1,695,538-100%$43.5M———
NewEdge Advisors, LLC
N/A—732,003-732,003-100%$18.8M———
Lbmc Investment Advisors, LLC
N/A—520,304-520,304-100%$13.3M———
Wells Fargo & Company
N/A—461,392-461,392-100%$11.8M———
LPL Financial LLC
N/A—386,854-386,854-100%$9.9M———
Hills Bank & Trust Co
N/A—378,134-378,134-100%$9.7M———
Morgan Stanley
N/A—367,257-367,257-100%$9.4M———
Integrated Wealth Concepts LLC
N/A—331,427-331,427-100%$8.5M———
Covington Investment Advisors Inc.
N/A—324,415-324,415-100%$8.3M———
UBS Group AG
N/A—312,081-312,081-100%$8.0M———
Paradiem, LLC
N/A—294,149-294,149-100%$7.5M———
Leavell Investment Management, Inc.
N/A—273,821-273,821-100%$7.0M———
HighTower Advisors, LLC
N/A—246,532-246,532-100%$6.3M———
Northwestern Mutual Wealth Management Co
N/A—244,402-244,402-100%$6.3M———
Sound View Wealth Advisors Group, LLC
N/A—214,675-214,675-100%$5.5M———
Envestnet Asset Management Inc
N/A—192,529-192,529-100%$4.9M———
United Capital Financial Advisors, LLC
N/A—182,111-182,111-100%$4.7M———
Raymond James Financial Inc
N/A—175,525-175,525-100%$4.5M———
Beacon Pointe Advisors, LLC
N/A—135,041-135,041-100%$3.5M———
Coldstream Capital Management Inc
N/A—127,207-127,207-100%$3.3M———
NorthCoast Asset Management LLC
N/A—106,153-106,153-100%$2.7M———
Sanctuary Advisors, LLC
N/A—105,460-105,460-100%$2.7M———
Cetera Investment Advisers
N/A—95,226-95,226-100%$2.4M———
Valmark Advisers, Inc.
N/A—91,901-91,901-100%$2.4M———
Stifel Financial Corp
N/A—76,943-76,943-100%$2.0M———
IHT Wealth Management, LLC
N/A—76,419-76,419-100%$2.0M———
Kastel Capital Advisors, LLC
N/A—71,546-71,546-100%$1.8M———
Granite Harbor Advisors, Inc.
N/A—67,346-67,346-100%$1.7M———
Ameriprise Financial Inc
N/A—61,672-61,672-100%$1.6M———
Royal Bank of Canada
N/A—59,884-59,884-100%$1.5M———
Clearstead Advisors, LLC
N/A—56,787-56,787-100%$1.5M———
Financial Engines Advisors L.L.C.
N/A—54,360-54,360-100%$1.4M———
Osaic Holdings, Inc.
N/A—54,053-54,053-100%$1.4M———
Spinnaker Trust
N/A—51,999-51,999-100%$1.3M———
Focus Partners Wealth
N/A—49,352-49,352-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—48,925-48,925-100%$1.3M———
Captrust Financial Advisors
N/A—48,501-48,501-100%$1.2M———
PSI Advisors, LLC
N/A—48,374-48,374-100%$1.2M———
Summitpoint Capital Management
N/A—46,448-46,448-100%$1.2M———
Jane Street Group, LLC
N/A—46,282-46,282-100%$1.2M———
HRT Financial LP
N/A—43,148-43,148-100%$1.1M———
Deutsche Bank Ag\
N/A—41,021-41,021-100%$1.1M———
Godshalk Welsh Capital Management, Inc.
N/A—40,500-40,500-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—35,940-35,940-100%$921.5K———
Baird Financial Group, Inc.
N/A—35,800-35,800-100%$917.9K———
Snowden Capital Advisors LLC
N/A—31,700-31,700-100%$812.8K———
Mariner, LLC
N/A—30,368-30,368-100%$778.6K———
Atlantic Union Bankshares Corp
N/A—30,099-30,099-100%$771.7K———
Crews Bank & Trust
N/A—29,944-29,944-100%$767.8K———
Modern Wealth Management, LLC
N/A—27,199-27,199-100%$697.4K———
Composition Wealth, LLC
N/A—25,670-25,670-100%$658.2K———
10Elms LLP
N/A—24,594-24,594-100%$630.6K———
Eldridge Investment Advisors, Inc.
N/A—23,035-23,035-100%$590.6K———
Smith, Moore & Co.
N/A—22,903-22,903-100%$587.2K———
Gould Asset Management LLC
N/A—22,655-22,655-100%$580.9K———
Sovereign Financial Group, Inc.
N/A—19,500-19,500-100%$500.0K———
Arax Advisory Partners
N/A—16,894-16,894-100%$433.2K———
Citadel Advisors LLC
N/A—15,887-15,887-100%$407.3K———
OneAscent Financial Services LLC
N/A—15,810-15,810-100%$405.4K———
Wealthspire Advisors, LLC
N/A—14,425-14,425-100%$369.9K———
&partners
N/A—14,397-14,397-100%$369.1K———
EP Wealth Advisors, LLC
N/A—13,465-13,465-100%$345.2K———
Janney Montgomery Scott LLC
N/A—11,745-11,745-100%$301.0K———
Jones Financial Companies Lllp
N/A—10,393-10,393-100%$266.4K———
Cary Street Partners Financial LLC
N/A—10,245-10,245-100%$262.7K———
Private Advisor Group, LLC
N/A—9,416-9,416-100%$241.4K———
Savant Capital, LLC
N/A—9,312-9,312-100%$238.8K———
Accretive Wealth Partners, LLC
N/A—9,034-9,034-100%$231.6K———
Summit Wealth Partners, LLC
N/A—8,918-8,918-100%$228.7K———
Peloton Wealth Strategists
N/A—8,000-8,000-100%$205.0K———
Rockefeller Capital Management L.P.
N/A—6,450-6,450-100%$165.4K———
Ameritas Investment Partners, Inc.
N/A—6,159-6,159-100%$157.9K———
FMR LLC
N/A—5,214-5,214-100%$133.7K———
Addison Advisors LLC
N/A—3,535-3,535-100%$90.6K———
Glen Eagle Advisors, LLC
N/A—3,225-3,225-100%$82.7K———
O'shaughnessy Asset Management, LLC
N/A—3,114-3,114-100%$79.8K———
MidFirst Bank
N/A—2,990-2,990-100%$76.7K———
Harbour Investments, Inc.
N/A—1,983-1,983-100%$50.8K———
Rialto Wealth Management, LLC
N/A—965-965-100%$24.7K———
Allworth Financial LP
N/A—802-802-100%$20.6K———
PNC Financial Services Group, Inc.
N/A—480-480-100%$12.3K———
BlackRock, Inc.
N/A—147-147-100%$3.8K———
Huntington National Bank
N/A—1-1-100%$26———
Showing 189 of 189 institutions