Ishares USD Green Bond ETF (BGRN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares239,096 from 221,988

Change+17,108 (+8%)

Value$10.9M (+$368.8K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares219,207 from 201,096

Change+18,111 (+9%)

Value$10.0M (+$453.3K)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares112,010 from 100,388

Change+11,622 (+12%)

Value$5.1M (+$344.0K)

Filed 2026-10-21

Bank of New York Mellon Corp

INCREASED

Shares102,691 from 100,324

Change+2,367 (+2%)

Value$4.7M (-$78.1K)

Filed 2026-11-05

Laurel Wealth Planning LLC

INCREASED

Shares74,638 from 72,378

Change+2,260 (+3%)

Value$3.4M (-$31.1K)

Filed 2026-11-02

Cliftonlarsonallen Wealth Advisors, LLC

DECREASED

Shares46,757 from 48,578

Change-1,821 (-4%)

Value$2.1M (-$173.2K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares42,249 from 39,504

Change+2,745 (+7%)

Value$1.9M (+$52.0K)

Filed 2026-11-02

Johnson Financial Group, LLC

DECREASED

Shares32,919 from 32,935

Change-16 (0%)

Value$1.5M (-$61.8K)

Filed 2026-11-03

Invera Wealth Advisors, LLC

INCREASED

Shares30,959 from 25,827

Change+5,132 (+20%)

Value$1.4M (+$186.2K)

Filed 2026-10-28

Walkner Condon Financial Advisors LLC

INCREASED

Shares21,797 from 18,276

Change+3,521 (+19%)

Value$994.3K (+$126.7K)

Filed 2026-11-02

Midwest Financial Partners Investments, Inc.

INCREASED

Shares21,619 from 18,921

Change+2,698 (+14%)

Value$986.2K (+$88.0K)

Filed 2026-10-08

Falcon Wealth Planning

INCREASED

Shares19,183 from 17,891

Change+1,292 (+7%)

Value$875.1K (+$25.8K)

Filed 2026-11-06

Bank Julius Baer & Co. Ltd, Zurich

UNCHANGED

Shares18,700 from 18,700

Change0 (0%)

Value$853.1K (-$34.7K)

Filed 2026-10-29

Omega Financial Group, LLC

DECREASED

Shares18,465 from 18,664

Change-199 (-1%)

Value$842.4K (-$43.7K)

Filed 2026-10-29

Shotwell Rutter Baer Inc

INCREASED

Shares18,196 from 17,361

Change+835 (+5%)

Value$830.1K (+$5.9K)

Filed 2026-10-14

Livet Wealth, LLC

INCREASED

Shares17,699 from 17,621

Change+78 (+0%)

Value$807.4K (-$29.1K)

Filed 2026-10-27

Tanager Wealth Management LLP

INCREASED

Shares15,406 from 15,090

Change+316 (+2%)

Value$702.8K (-$13.6K)

Filed 2026-10-19

Cardinal Point Capital Management ULC

INCREASED

Shares14,449 from 13,841

Change+608 (+4%)

Value$659.1K (+$2.1K)

Filed 2026-10-21

Citigroup Inc

INCREASED

Shares13,576 from 12,180

Change+1,396 (+11%)

Value$619.3K (+$41.1K)

Filed 2026-11-04

Compound Planning, Inc.

DECREASED

Shares13,528 from 17,174

Change-3,646 (-21%)

Value$617.1K (-$198.2K)

Filed 2026-11-05

Thrivent Financial for Lutherans

DECREASED

Shares13,307 from 14,542

Change-1,235 (-8%)

Value$607.0K (-$83.0K)

Filed 2026-11-05

XY Planning Network, Inc.

INCREASED

Shares11,866 from 11,839

Change+27 (+0%)

Value$541.3K (-$20.7K)

Filed 2026-10-14

Vontobel Holding Ltd.

INCREASED

Shares11,186 from 10,899

Change+287 (+3%)

Value$510.3K (-$7.1K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares10,935 from 6,968

Change+3,967 (+57%)

Value$498.8K (+$168.0K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

INCREASED

Shares10,455 from 9,003

Change+1,452 (+16%)

Value$476.9K (+$49.5K)

Filed 2026-11-06

Aprio Wealth Management, LLC

INCREASED

Shares10,225 from 9,656

Change+569 (+6%)

Value$466.5K (+$8.0K)

Filed 2026-10-28

Savant Capital, LLC

INCREASED

Shares9,286 from 9,115

Change+171 (+2%)

Value$423.6K (-$9.1K)

Filed 2026-11-06

Torren Management, LLC

INCREASED

Shares6,940 from 6,825

Change+115 (+2%)

Value$316.6K (-$7.4K)

Filed 2026-10-29

Private Wealth Management Group, LLC

DECREASED

Shares6,544 from 21,250

Change-14,706 (-69%)

Value$298.5K (-$710.3K)

Filed 2026-10-19

Dorval Corp

INCREASED

Shares6,381 from 6,379

Change+2 (+0%)

Value$291.1K (-$11.8K)

Filed 2026-10-29

First Affirmative Financial Network

NEW

Shares5,817

Change+5,817

Value$265.4K

Filed 2026-10-21

TD Waterhouse Canada Inc.

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$250.3K (-$9.6K)

Filed 2026-10-16

Zenith Solutions, Inc.

UNCHANGED

Shares5,494 from 5,494

Change0 (0%)

Value$250.6K (-$10.2K)

Filed 2026-10-19

Values Added Financial LLC

DECREASED

Shares5,349 from 8,849

Change-3,500 (-40%)

Value$244.0K (-$176.1K)

Filed 2026-10-28

Morton Brown Family Wealth, LLC

INCREASED

Shares5,214 from 5,202

Change+12 (+0%)

Value$237.9K (-$9.1K)

Filed 2026-10-23

Rossby Financial, LCC

DECREASED

Shares4,877 from 4,882

Change-5 (0%)

Value$222.5K (-$9.3K)

Filed 2026-11-05

4J Wealth Management LLC

NEW

Shares4,876

Change+4,876

Value$222.4K

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares2,307 from 965

Change+1,342 (+139%)

Value$105.2K (+$59.4K)

Filed 2026-10-08

Trust Co

INCREASED

Shares1,669 from 1,548

Change+121 (+8%)

Value$76.1K (+$2.6K)

Filed 2026-10-09

Silver Grove Financial Group, Inc.

UNCHANGED

Shares1,361 from 1,361

Change0 (0%)

Value$62.1K (-$2.5K)

Filed 2026-11-05

Hickory Point Bank & Trust

NEW

Shares1,089

Change+1,089

Value$49.7K

Filed 2026-10-01

Richardson Financial Services Inc.

UNCHANGED

Shares971 from 971

Change0 (0%)

Value$44.3K (-$1.8K)

Filed 2026-10-30

Lodestone Wealth Management LLC

INCREASED

Shares659 from 652

Change+7 (+1%)

Value$30.1K (-$881)

Filed 2026-10-14

Signature Resources Capital Management, LLC

UNCHANGED

Shares658 from 658

Change0 (0%)

Value$30.0K (-$1.2K)

Filed 2026-10-16

Birchbrook, Inc.

INCREASED

Shares533 from 527

Change+6 (+1%)

Value$24.3K (-$713)

Filed 2026-10-14

Heritage Family Offices, LLP

NEW

Shares464

Change+464

Value$21.2K

Filed 2026-11-02

Archer Investment Corp

UNCHANGED

Shares463 from 463

Change0 (0%)

Value$21.1K (-$859)

Filed 2026-11-05

Pacifica Partners Inc.

UNCHANGED

Shares417 from 417

Change0 (0%)

Value$19.0K (-$761)

Filed 2026-10-09

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares385 from 385

Change0 (0%)

Value$17.6K (-$714)

Filed 2026-11-03

Financial Perspectives, Inc

INCREASED

Shares375 from 371

Change+4 (+1%)

Value$17.1K (-$502)

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares364 from 364

Change0 (0%)

Value$16.6K (-$675)

Filed 2026-10-16

Triumph Capital Management

UNCHANGED

Shares242 from 242

Change0 (0%)

Value$11.0K (-$448)

Filed 2026-10-14

PNC Financial Services Group, Inc.

NEW

Shares135

Change+135

Value$6.2K

Filed 2026-11-06

Allworth Financial LP

UNCHANGED

Shares119 from 119

Change0 (0%)

Value$5.7K ($0)

Filed 2026-11-06

Central Trust Co

INCREASED

Shares118 from 114

Change+4 (+4%)

Value$5.4K (-$29)

Filed 2026-11-05

MJT & Associates Financial Advisory Group, Inc.

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$4.4K (-$180)

Filed 2026-10-07

Larson Financial Group LLC

INCREASED

Shares47 from 46

Change+1 (+2%)

Value$2.1K (-$62)

Filed 2026-11-05

Coston, McIsaac & Partners

INCREASED

Shares43 from 42

Change+1 (+2%)

Value$2.0K (-$32)

Filed 2026-11-06

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$457 (-$18)

Filed 2026-10-27

Mascoma Wealth Management LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$41 (-$1)

Filed 2026-10-23

Impact Investors, Inc

CLOSED

Shares0 from 201,844

Change-201,844 (-100%)

Value$0 (-$9.6M)

Filed 2026-11-02

Equita Financial Network, Inc.

CLOSED

Shares0 from 25,643

Change-25,643 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-19

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 16,440

Change-16,440 (-100%)

Value$0 (-$780.5K)

Filed 2026-10-13

Corepath Wealth Partners LLC

CLOSED

Shares0 from 6,097

Change-6,097 (-100%)

Value$0 (-$287.2K)

Filed 2026-10-21

Perigon Wealth Management, LLC

CLOSED

Shares0 from 4,221

Change-4,221 (-100%)

Value$0 (-$200.4K)

Filed 2026-10-22

Robinswood Financial LLC

CLOSED

Shares0 from 797

Change-797 (-100%)

Value$0 (-$37.8K)

Filed 2026-10-20

Brooklyn FI, LLC

CLOSED

Shares0 from 120

Change-120 (-100%)

Value$0 (-$5.6K)

Filed 2026-11-05

Evolution Wealth Management Inc.

CLOSED

Shares0 from 114

Change-114 (-100%)

Value$0 (-$5.4K)

Filed 2026-10-28

RMG Wealth Management LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$476)

Filed 2026-10-26

Betterment LLC

N/A

Shares— from 1,509,423

Change-1,509,423 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,287,316

Change-1,287,316 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 1,158,380

Change-1,158,380 (-100%)

Value—

Shepherd Wealth Management Ltd Liability Co

N/A

Shares— from 531,914

Change-531,914 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 476,001

Change-476,001 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 256,931

Change-256,931 (-100%)

Value—

Francis Financial, Inc.

N/A

Shares— from 254,794

Change-254,794 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 140,678

Change-140,678 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 133,296

Change-133,296 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 119,432

Change-119,432 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 83,785

Change-83,785 (-100%)

Value—

UBS Group AG

N/A

Shares— from 71,769

Change-71,769 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 64,685

Change-64,685 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 52,006

Change-52,006 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 51,724

Change-51,724 (-100%)

Value—

Plum Street Advisors, LLC

N/A

Shares— from 47,429

Change-47,429 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 36,187

Change-36,187 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 32,185

Change-32,185 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 27,100

Change-27,100 (-100%)

Value—

Brio Consultants, LLC

N/A

Shares— from 27,083

Change-27,083 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 25,764

Change-25,764 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 24,576

Change-24,576 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 23,842

Change-23,842 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 22,305

Change-22,305 (-100%)

Value—

Northwest & Ethical Investments L.P.

N/A

Shares— from 21,656

Change-21,656 (-100%)

Value—

Zevin Asset Management LLC

N/A

Shares— from 20,555

Change-20,555 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 19,567

Change-19,567 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 17,044

Change-17,044 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 16,530

Change-16,530 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 14,363

Change-14,363 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 12,360

Change-12,360 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 11,577

Change-11,577 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 8,580

Change-8,580 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,498

Change-8,498 (-100%)

Value—

KilterHowling LLC

N/A

Shares— from 7,496

Change-7,496 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 7,398

Change-7,398 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 6,956

Change-6,956 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,641

Change-6,641 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 6,641

Change-6,641 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 6,181

Change-6,181 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 6,158

Change-6,158 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 6,152

Change-6,152 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 6,002

Change-6,002 (-100%)

Value—

Storen Legacy Partners, LLC

N/A

Shares— from 5,422

Change-5,422 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 5,176

Change-5,176 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 4,934

Change-4,934 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 4,811

Change-4,811 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,513

Change-4,513 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,332

Change-3,332 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 2,689

Change-2,689 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 2,459

Change-2,459 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 1,095

Change-1,095 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 920

Change-920 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 765

Change-765 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 630

Change-630 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 450

Change-450 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 448

Change-448 (-100%)

Value—

Glassy Mountain Advisors, Inc.

N/A

Shares— from 304

Change-304 (-100%)

Value—

Fort Vancouver Investment Management, LLC

N/A

Shares— from 261

Change-261 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 255

Change-255 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 247

Change-247 (-100%)

Value—

FMR LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 85

Change-85 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 56

Change-56 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 35

Change-35 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	239,096	221,988	+17,108	+8%	$10.5M	$10.9M	+$368.8K	2026-11-06
Creative Planning	INCREASED	219,207	201,096	+18,111	+9%	$9.5M	$10.0M	+$453.3K	2026-11-02
Assetmark, Inc	INCREASED	112,010	100,388	+11,622	+12%	$4.8M	$5.1M	+$344.0K	2026-10-21
Bank of New York Mellon Corp	INCREASED	102,691	100,324	+2,367	+2%	$4.8M	$4.7M	-$78.1K	2026-11-05
Laurel Wealth Planning LLC	INCREASED	74,638	72,378	+2,260	+3%	$3.4M	$3.4M	-$31.1K	2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC	DECREASED	46,757	48,578	-1,821	-4%	$2.3M	$2.1M	-$173.2K	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	42,249	39,504	+2,745	+7%	$1.9M	$1.9M	+$52.0K	2026-11-02
Johnson Financial Group, LLC	DECREASED	32,919	32,935	-16	0%	$1.6M	$1.5M	-$61.8K	2026-11-03
Invera Wealth Advisors, LLC	INCREASED	30,959	25,827	+5,132	+20%	$1.2M	$1.4M	+$186.2K	2026-10-28
Walkner Condon Financial Advisors LLC	INCREASED	21,797	18,276	+3,521	+19%	$867.6K	$994.3K	+$126.7K	2026-11-02
Midwest Financial Partners Investments, Inc.	INCREASED	21,619	18,921	+2,698	+14%	$898.2K	$986.2K	+$88.0K	2026-10-08
Falcon Wealth Planning	INCREASED	19,183	17,891	+1,292	+7%	$849.3K	$875.1K	+$25.8K	2026-11-06
Bank Julius Baer & Co. Ltd, Zurich	UNCHANGED	18,700	18,700	0	0%	$887.7K	$853.1K	-$34.7K	2026-10-29
Omega Financial Group, LLC	DECREASED	18,465	18,664	-199	-1%	$886.0K	$842.4K	-$43.7K	2026-10-29
Shotwell Rutter Baer Inc	INCREASED	18,196	17,361	+835	+5%	$824.2K	$830.1K	+$5.9K	2026-10-14
Livet Wealth, LLC	INCREASED	17,699	17,621	+78	+0%	$836.5K	$807.4K	-$29.1K	2026-10-27
Tanager Wealth Management LLP	INCREASED	15,406	15,090	+316	+2%	$716.4K	$702.8K	-$13.6K	2026-10-19
Cardinal Point Capital Management ULC	INCREASED	14,449	13,841	+608	+4%	$657.1K	$659.1K	+$2.1K	2026-10-21
Citigroup Inc	INCREASED	13,576	12,180	+1,396	+11%	$578.2K	$619.3K	+$41.1K	2026-11-04
Compound Planning, Inc.	DECREASED	13,528	17,174	-3,646	-21%	$815.3K	$617.1K	-$198.2K	2026-11-05
Thrivent Financial for Lutherans	DECREASED	13,307	14,542	-1,235	-8%	$690.0K	$607.0K	-$83.0K	2026-11-05
XY Planning Network, Inc.	INCREASED	11,866	11,839	+27	+0%	$562.0K	$541.3K	-$20.7K	2026-10-14
Vontobel Holding Ltd.	INCREASED	11,186	10,899	+287	+3%	$517.4K	$510.3K	-$7.1K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	10,935	6,968	+3,967	+57%	$330.8K	$498.8K	+$168.0K	2026-11-02
Kestra Private Wealth Services, LLC	INCREASED	10,455	9,003	+1,452	+16%	$427.4K	$476.9K	+$49.5K	2026-11-06
Aprio Wealth Management, LLC	INCREASED	10,225	9,656	+569	+6%	$458.4K	$466.5K	+$8.0K	2026-10-28
Savant Capital, LLC	INCREASED	9,286	9,115	+171	+2%	$432.7K	$423.6K	-$9.1K	2026-11-06
Torren Management, LLC	INCREASED	6,940	6,825	+115	+2%	$324.0K	$316.6K	-$7.4K	2026-10-29
Private Wealth Management Group, LLC	DECREASED	6,544	21,250	-14,706	-69%	$1.0M	$298.5K	-$710.3K	2026-10-19
Dorval Corp	INCREASED	6,381	6,379	+2	+0%	$302.8K	$291.1K	-$11.8K	2026-10-29
First Affirmative Financial Network	NEW	5,817	—	+5,817	—	—	$265.4K	—	2026-10-21
TD Waterhouse Canada Inc.	UNCHANGED	5,500	5,500	0	0%	$259.9K	$250.3K	-$9.6K	2026-10-16
Zenith Solutions, Inc.	UNCHANGED	5,494	5,494	0	0%	$260.8K	$250.6K	-$10.2K	2026-10-19
Values Added Financial LLC	DECREASED	5,349	8,849	-3,500	-40%	$420.1K	$244.0K	-$176.1K	2026-10-28
Morton Brown Family Wealth, LLC	INCREASED	5,214	5,202	+12	+0%	$247.0K	$237.9K	-$9.1K	2026-10-23
Rossby Financial, LCC	DECREASED	4,877	4,882	-5	0%	$231.8K	$222.5K	-$9.3K	2026-11-05
4J Wealth Management LLC	NEW	4,876	—	+4,876	—	—	$222.4K	—	2026-11-02
Farther Finance Advisors, LLC	INCREASED	2,307	965	+1,342	+139%	$45.8K	$105.2K	+$59.4K	2026-10-08
Trust Co	INCREASED	1,669	1,548	+121	+8%	$73.5K	$76.1K	+$2.6K	2026-10-09
Silver Grove Financial Group, Inc.	UNCHANGED	1,361	1,361	0	0%	$64.6K	$62.1K	-$2.5K	2026-11-05
Hickory Point Bank & Trust	NEW	1,089	—	+1,089	—	—	$49.7K	—	2026-10-01
Richardson Financial Services Inc.	UNCHANGED	971	971	0	0%	$46.1K	$44.3K	-$1.8K	2026-10-30
Lodestone Wealth Management LLC	INCREASED	659	652	+7	+1%	$30.9K	$30.1K	-$881	2026-10-14
Signature Resources Capital Management, LLC	UNCHANGED	658	658	0	0%	$31.2K	$30.0K	-$1.2K	2026-10-16
Birchbrook, Inc.	INCREASED	533	527	+6	+1%	$25.0K	$24.3K	-$713	2026-10-14
Heritage Family Offices, LLP	NEW	464	—	+464	—	—	$21.2K	—	2026-11-02
Archer Investment Corp	UNCHANGED	463	463	0	0%	$22.0K	$21.1K	-$859	2026-11-05
Pacifica Partners Inc.	UNCHANGED	417	417	0	0%	$19.7K	$19.0K	-$761	2026-10-09
Ashton Thomas Private Wealth, LLC	UNCHANGED	385	385	0	0%	$18.3K	$17.6K	-$714	2026-11-03
Financial Perspectives, Inc	INCREASED	375	371	+4	+1%	$17.6K	$17.1K	-$502	2026-11-03
IFP Advisors, Inc	UNCHANGED	364	364	0	0%	$17.3K	$16.6K	-$675	2026-10-16
Triumph Capital Management	UNCHANGED	242	242	0	0%	$11.5K	$11.0K	-$448	2026-10-14
PNC Financial Services Group, Inc.	NEW	135	—	+135	—	—	$6.2K	—	2026-11-06
Allworth Financial LP	UNCHANGED	119	119	0	0%	$5.7K	$5.7K	$0	2026-11-06
Central Trust Co	INCREASED	118	114	+4	+4%	$5.4K	$5.4K	-$29	2026-11-05
MJT & Associates Financial Advisory Group, Inc.	UNCHANGED	97	97	0	0%	$4.6K	$4.4K	-$180	2026-10-07
Larson Financial Group LLC	INCREASED	47	46	+1	+2%	$2.2K	$2.1K	-$62	2026-11-05
Coston, McIsaac & Partners	INCREASED	43	42	+1	+2%	$2.0K	$2.0K	-$32	2026-11-06
Cassaday & Co Wealth Management LLC	UNCHANGED	10	10	0	0%	$475	$457	-$18	2026-10-27
Mascoma Wealth Management LLC	UNCHANGED	1	1	0	0%	$42	$41	-$1	2026-10-23
Impact Investors, Inc	CLOSED	0	201,844	-201,844	-100%	$9.6M	$0	-$9.6M	2026-11-02
Equita Financial Network, Inc.	CLOSED	0	25,643	-25,643	-100%	$1.2M	$0	-$1.2M	2026-10-19
Dynamic Advisor Solutions LLC	CLOSED	0	16,440	-16,440	-100%	$780.5K	$0	-$780.5K	2026-10-13
Corepath Wealth Partners LLC	CLOSED	0	6,097	-6,097	-100%	$287.2K	$0	-$287.2K	2026-10-21
Perigon Wealth Management, LLC	CLOSED	0	4,221	-4,221	-100%	$200.4K	$0	-$200.4K	2026-10-22
Robinswood Financial LLC	CLOSED	0	797	-797	-100%	$37.8K	$0	-$37.8K	2026-10-20
Brooklyn FI, LLC	CLOSED	0	120	-120	-100%	$5.6K	$0	-$5.6K	2026-11-05
Evolution Wealth Management Inc.	CLOSED	0	114	-114	-100%	$5.4K	$0	-$5.4K	2026-10-28
RMG Wealth Management LLC	CLOSED	0	21	-21	-100%	$476	$0	-$476	2026-10-26
Betterment LLC	N/A	—	1,509,423	-1,509,423	-100%	$71.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	1,287,316	-1,287,316	-100%	$61.1M	—	—	—
Empower Advisory Group, LLC	N/A	—	1,158,380	-1,158,380	-100%	$55.0M	—	—	—
Shepherd Wealth Management Ltd Liability Co	N/A	—	531,914	-531,914	-100%	$43.5M	—	—	—
Bank of America Corp	N/A	—	476,001	-476,001	-100%	$22.6M	—	—	—
Royal Bank of Canada	N/A	—	256,931	-256,931	-100%	$12.2M	—	—	—
Francis Financial, Inc.	N/A	—	254,794	-254,794	-100%	$12.1M	—	—	—
Seeds Investor LLC	N/A	—	140,678	-140,678	-100%	$6.7M	—	—	—
Atomic Invest LLC	N/A	—	133,296	-133,296	-100%	$6.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	119,432	-119,432	-100%	$5.7M	—	—	—
Raymond James Financial Inc	N/A	—	83,785	-83,785	-100%	$4.0M	—	—	—
UBS Group AG	N/A	—	71,769	-71,769	-100%	$3.4M	—	—	—
Cetera Investment Advisers	N/A	—	64,685	-64,685	-100%	$3.1M	—	—	—
Jane Street Group, LLC	N/A	—	52,006	-52,006	-100%	$2.5M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	51,724	-51,724	-100%	$2.5M	—	—	—
Plum Street Advisors, LLC	N/A	—	47,429	-47,429	-100%	$2.3M	—	—	—
Pathstone Holdings, LLC	N/A	—	36,187	-36,187	-100%	$1.7M	—	—	—
Wealthfront Advisers LLC	N/A	—	32,185	-32,185	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	27,100	-27,100	-100%	$1.3M	—	—	—
Brio Consultants, LLC	N/A	—	27,083	-27,083	-100%	$1.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	25,764	-25,764	-100%	$1.2M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	24,576	-24,576	-100%	$1.2M	—	—	—
Modern Wealth Management, LLC	N/A	—	23,842	-23,842	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	22,305	-22,305	-100%	$1.1M	—	—	—
Northwest & Ethical Investments L.P.	N/A	—	21,656	-21,656	-100%	$1.0M	—	—	—
Zevin Asset Management LLC	N/A	—	20,555	-20,555	-100%	$975.8K	—	—	—
HighTower Advisors, LLC	N/A	—	19,567	-19,567	-100%	$928.9K	—	—	—
Franklin Resources Inc	N/A	—	17,044	-17,044	-100%	$809.1K	—	—	—
Principal Securities, Inc.	N/A	—	16,530	-16,530	-100%	$784.7K	—	—	—
Ameriprise Financial Inc	N/A	—	14,363	-14,363	-100%	$681.8K	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	12,360	-12,360	-100%	$586.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	11,577	-11,577	-100%	$549.6K	—	—	—
Captrust Financial Advisors	N/A	—	8,580	-8,580	-100%	$407.3K	—	—	—
MML Investors Services, LLC	N/A	—	8,498	-8,498	-100%	$403.4K	—	—	—
KilterHowling LLC	N/A	—	7,496	-7,496	-100%	$355.9K	—	—	—
Stifel Financial Corp	N/A	—	7,398	-7,398	-100%	$351.2K	—	—	—
MAI Capital Management	N/A	—	6,956	-6,956	-100%	$330.2K	—	—	—
Arax Advisory Partners	N/A	—	6,641	-6,641	-100%	$315.3K	—	—	—
AQR Capital Management LLC	N/A	—	6,641	-6,641	-100%	$315.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	6,181	-6,181	-100%	$293.4K	—	—	—
LRI Investments, LLC	N/A	—	6,158	-6,158	-100%	$292.3K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	6,152	-6,152	-100%	$292.1K	—	—	—
GWN Securities Inc.	N/A	—	6,002	-6,002	-100%	$284.9K	—	—	—
Storen Legacy Partners, LLC	N/A	—	5,422	-5,422	-100%	$257.4K	—	—	—
Continuum Advisory, LLC	N/A	—	5,176	-5,176	-100%	$245.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	4,934	-4,934	-100%	$234.2K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	4,811	-4,811	-100%	$228.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,513	-4,513	-100%	$214.3K	—	—	—
Bank of Montreal	N/A	—	3,332	-3,332	-100%	$158.2K	—	—	—
Sachetta, LLC	N/A	—	2,689	-2,689	-100%	$127.7K	—	—	—
Westfuller Advisors, LLC	N/A	—	2,459	-2,459	-100%	$116.7K	—	—	—
IFG Advisory, LLC	N/A	—	1,100	-1,100	-100%	$52.2K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	1,095	-1,095	-100%	$52.0K	—	—	—
Smithfield Trust Co	N/A	—	920	-920	-100%	$44.0K	—	—	—
National Bank of Canada	N/A	—	765	-765	-100%	$36.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	630	-630	-100%	$29.9K	—	—	—
Quantum Portfolio Management LLC	N/A	—	450	-450	-100%	$21.4K	—	—	—
JPMorgan Chase & Co	N/A	—	448	-448	-100%	$21.3K	—	—	—
Glassy Mountain Advisors, Inc.	N/A	—	304	-304	-100%	$14.4K	—	—	—
Fort Vancouver Investment Management, LLC	N/A	—	261	-261	-100%	$12.4K	—	—	—
Morgan Stanley	N/A	—	255	-255	-100%	$12.1K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	247	-247	-100%	$11.7K	—	—	—
FMR LLC	N/A	—	100	-100	-100%	$4.7K	—	—	—
1 North Wealth Services LLC	N/A	—	85	-85	-100%	$4.0K	—	—	—
Dunhill Financial, LLC	N/A	—	84	-84	-100%	$4.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	63	-63	-100%	$3.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	56	-56	-100%	$2.7K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	51	-51	-100%	$2.4K	—	—	—
Purpose Unlimited Inc.	N/A	—	35	-35	-100%	$1.7K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$44	—	—	—

Showing 139 of 139 institutions