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Ishares Ibonds DEC 2033 Corp (IBDY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares3,479,182 from 3,299,900
Change+179,282 (+5%)
Value$85.2M (+$214.4K)
Filed 2026-10-22
Hengehold Capital Management LLC
NEW
Shares1,567,825
Change+1,567,825
Value$38.4M
Filed 2026-10-16
Sigma Investment Counselors Inc
INCREASED
Shares1,478,685 from 1,478,526
Change+159 (+0%)
Value$36.2M (-$1.9M)
Filed 2026-10-27
MV Capital Management, Inc.
DECREASED
Shares923,482 from 944,849
Change-21,367 (-2%)
Value$22.6M (-$1.7M)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares880,122 from 863,835
Change+16,287 (+2%)
Value$21.5M (-$694.0K)
Filed 2026-11-05
HighTower Advisors, LLC
INCREASED
Shares834,364 from 738,622
Change+95,742 (+13%)
Value$20.4M (+$1.4M)
Filed 2026-11-10
Arrow Financial Corp
DECREASED
Shares606,324 from 610,058
Change-3,734 (-1%)
Value$14.8M (-$863.2K)
Filed 2026-10-26
MB, Levis & Associates, LLC
DECREASED
Shares491,019 from 495,495
Change-4,476 (-1%)
Value$12.0M (-$736.4K)
Filed 2026-10-16
Cowa, LLC
INCREASED
Shares462,985 from 76,745
Change+386,240 (+503%)
Value$11.3M (+$9.4M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares453,152 from 388,876
Change+64,276 (+17%)
Value$11.1M (+$1.1M)
Filed 2026-11-06
Instrumental Wealth, LLC
INCREASED
Shares441,279 from 418,536
Change+22,743 (+5%)
Value$10.8M (+$27.3K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares440,294 from 434,894
Change+5,400 (+1%)
Value$10.8M (-$417.9K)
Filed 2026-11-02
Ironwood Financial, llc
INCREASED
Shares389,120 from 210,239
Change+178,881 (+85%)
Value$9.5M (+$4.2M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares372,888 from 335,084
Change+37,804 (+11%)
Value$9.1M (+$501.6K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares322,071 from 234,639
Change+87,432 (+37%)
Value$7.9M (+$1.8M)
Filed 2026-11-03
Guidance Point Advisors, LLC
INCREASED
Shares315,793 from 289,080
Change+26,713 (+9%)
Value$7.7M (+$288.3K)
Filed 2026-10-15
Probity Advisors, Inc.
INCREASED
Shares262,108 from 231,197
Change+30,911 (+13%)
Value$6.4M (+$464.2K)
Filed 2026-10-23
Klingman & Associates, LLC
INCREASED
Shares257,103 from 78,833
Change+178,270 (+226%)
Value$6.3M (+$4.3M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares247,069 from 247,004
Change+65 (+0%)
Value$6.0M (-$310.9K)
Filed 2026-10-16
Lido Advisors, LLC
DECREASED
Shares240,131 from 260,996
Change-20,865 (-8%)
Value$5.9M (-$840.9K)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares219,945 from 204,795
Change+15,150 (+7%)
Value$5.4M (+$111.8K)
Filed 2026-10-30
Krilogy Financial LLC
INCREASED
Shares219,882 from 204,922
Change+14,960 (+7%)
Value$5.4M (+$124.6K)
Filed 2026-10-13
Precedent Wealth Partners, LLC
INCREASED
Shares213,467 from 151,321
Change+62,146 (+41%)
Value$5.2M (+$1.3M)
Filed 2026-10-21
4Thought Financial Group Inc.
DECREASED
Shares185,381 from 185,959
Change-578 (0%)
Value$4.5M (-$249.4K)
Filed 2026-11-02
Howland Capital Management LLC
INCREASED
Shares159,253 from 126,693
Change+32,560 (+26%)
Value$3.9M (+$636.8K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares150,343 from 125,678
Change+24,665 (+20%)
Value$3.7M (+$484.9K)
Filed 2026-10-13
Evergreen Private Wealth LLC
INCREASED
Shares148,971 from 142,119
Change+6,852 (+5%)
Value$3.6M (-$12.0K)
Filed 2026-10-30
James Investment Research, Inc.
DECREASED
Shares124,570 from 130,105
Change-5,535 (-4%)
Value$3.0M (-$300.1K)
Filed 2026-10-22
Adirondack Trust Co
DECREASED
Shares113,954 from 128,140
Change-14,186 (-11%)
Value$2.8M (-$509.9K)
Filed 2026-10-14
Marathon Mission, Inc.
INCREASED
Shares102,589 from 100,193
Change+2,396 (+2%)
Value$2.5M (-$68.1K)
Filed 2026-10-01
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares99,997 from 28,312
Change+71,685 (+253%)
Value$2.4M (+$1.7M)
Filed 2026-10-14
Roble, Belko & Company, Inc
INCREASED
Shares92,642 from 68,802
Change+23,840 (+35%)
Value$2.3M (+$497.0K)
Filed 2026-11-09
Associated Banc-Corp
INCREASED
Shares91,922 from 75,757
Change+16,165 (+21%)
Value$2.3M (+$299.9K)
Filed 2026-10-30
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares91,554 from 90,470
Change+1,084 (+1%)
Value$2.2M (-$87.9K)
Filed 2026-10-13
Segment Wealth Management, LLC
INCREASED
Shares88,885 from 80,505
Change+8,380 (+10%)
Value$2.2M (+$103.3K)
Filed 2026-10-26
MCF Advisors LLC
NEW
Shares85,997
Change+85,997
Value$2.1M
Filed 2026-10-28
Archford Capital Strategies, LLC
DECREASED
Shares70,652 from 72,909
Change-2,257 (-3%)
Value$1.7M (-$147.5K)
Filed 2026-10-19
Fulton Breakefield Broenniman LLC
INCREASED
Shares69,646 from 66,715
Change+2,931 (+4%)
Value$1.7M (-$12.6K)
Filed 2026-11-03
Glenview Trust Co
INCREASED
Shares68,988 from 57,888
Change+11,100 (+19%)
Value$1.7M (+$198.5K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares61,875 from 10,287
Change+51,588 (+501%)
Value$1.5M (+$1.2M)
Filed 2026-11-05
Wilkins Miller Wealth Management, LLC
DECREASED
Shares59,655 from 62,838
Change-3,183 (-5%)
Value$1.5M (-$157.4K)
Filed 2026-10-13
NovaPoint Capital, LLC
INCREASED
Shares58,432 from 54,469
Change+3,963 (+7%)
Value$1.4M (+$28.1K)
Filed 2026-10-22
Peloton Wealth Strategists
INCREASED
Shares55,000 from 15,000
Change+40,000 (+267%)
Value$1.3M (+$960.0K)
Filed 2026-11-09
Coldstream Capital Management Inc
INCREASED
Shares50,869 from 49,874
Change+995 (+2%)
Value$1.2M (-$38.7K)
Filed 2026-11-09
First National Trust Co
INCREASED
Shares48,723 from 44,991
Change+3,732 (+8%)
Value$1.2M (+$34.4K)
Filed 2026-10-28
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares47,847 from 48,312
Change-465 (-1%)
Value$1.2M (-$72.5K)
Filed 2026-10-16
Meitav Investment House LTD
DECREASED
Shares47,412 from 52,641
Change-5,229 (-10%)
Value$1.2M (-$195.2K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares43,957 from 38,320
Change+5,637 (+15%)
Value$1.1M (+$89.5K)
Filed 2026-11-05
First Interstate Bank
DECREASED
Shares43,631 from 119,680
Change-76,049 (-64%)
Value$1.1M (-$2.0M)
Filed 2026-10-23
Little House Capital LLC
INCREASED
Shares42,620 from 39,157
Change+3,463 (+9%)
Value$1.0M (+$35.2K)
Filed 2026-11-06
SAX Wealth Advisors, LLC
INCREASED
Shares40,073 from 10,536
Change+29,537 (+280%)
Value$981.0K (+$708.6K)
Filed 2026-10-13
10Elms LLP
INCREASED
Shares39,742 from 32,320
Change+7,422 (+23%)
Value$972.9K (+$140.8K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares35,921 from 34,534
Change+1,387 (+4%)
Value$879.3K (-$9.7K)
Filed 2026-10-16
Montecito Bank & Trust
INCREASED
Shares34,545 from 33,044
Change+1,501 (+5%)
Value$845.7K (-$5.1K)
Filed 2026-10-01
Valmark Advisers, Inc.
INCREASED
Shares30,553 from 26,274
Change+4,279 (+16%)
Value$747.9K (+$71.5K)
Filed 2026-11-06
Beaumont Asset Management, L.L.C.
INCREASED
Shares30,479 from 9,678
Change+20,801 (+215%)
Value$746.1K (+$497.0K)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares28,639 from 28,368
Change+271 (+1%)
Value$701.1K (-$29.2K)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
UNCHANGED
Shares28,473 from 28,473
Change0 (0%)
Value$697.0K (-$36.0K)
Filed 2026-10-15
Romano Brothers and Company
INCREASED
Shares27,741 from 18,115
Change+9,626 (+53%)
Value$679.1K (+$212.7K)
Filed 2026-10-22
Great Diamond Partners, LLC
INCREASED
Shares27,357 from 9,533
Change+17,824 (+187%)
Value$669.7K (+$424.3K)
Filed 2026-10-13
Aspen Wealth Management LLC
UNCHANGED
Shares25,972 from 25,972
Change0 (0%)
Value$635.8K (-$32.9K)
Filed 2026-10-14
Rossmore Private Capital
INCREASED
Shares25,832 from 9,854
Change+15,978 (+162%)
Value$632.4K (+$378.7K)
Filed 2026-10-27
Sterling Investment Advisors, Ltd.
DECREASED
Shares24,350 from 27,350
Change-3,000 (-11%)
Value$596.1K (-$108.0K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares22,684 from 22,684
Change0 (0%)
Value$555.3K (-$28.7K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares22,442 from 21,643
Change+799 (+4%)
Value$549.4K (-$7.8K)
Filed 2026-11-06
Nestegg Advisors, Inc.
INCREASED
Shares22,193 from 21,977
Change+216 (+1%)
Value$543.3K (-$22.5K)
Filed 2026-10-21
Addison Advisors LLC
INCREASED
Shares22,045 from 19,935
Change+2,110 (+11%)
Value$539.7K (+$26.4K)
Filed 2026-11-06
XML Financial, LLC
INCREASED
Shares20,022 from 15,902
Change+4,120 (+26%)
Value$490.1K (+$80.7K)
Filed 2026-10-29
International Assets Investment Management, LLC
UNCHANGED
Shares17,592 from 17,592
Change0 (0%)
Value$429.8K (-$20.8K)
Filed 2026-11-02
Gradient Capital Advisors, LLC
UNCHANGED
Shares16,915 from 16,915
Change0 (0%)
Value$414.1K (-$21.4K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares16,151 from 16,304
Change-153 (-1%)
Value$395.4K (-$24.4K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
INCREASED
Shares15,690 from 12,765
Change+2,925 (+23%)
Value$384.1K (+$55.5K)
Filed 2026-10-15
Redwood Financial Network Corp
INCREASED
Shares15,641 from 15,237
Change+404 (+3%)
Value$382.9K (-$9.4K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares15,588 from 16,575
Change-987 (-6%)
Value$381.6K (-$45.1K)
Filed 2026-11-02
Belpointe Asset Management LLC
INCREASED
Shares15,366 from 14,359
Change+1,007 (+7%)
Value$376.2K (+$6.5K)
Filed 2026-11-09
Moneco Advisors, LLC
NEW
Shares15,172
Change+15,172
Value$371.4K
Filed 2026-11-05
Focused Alpha, LLC
NEW
Shares14,686
Change+14,686
Value$359.5K
Filed 2026-10-20
Venture Visionary Partners LLC
UNCHANGED
Shares14,145 from 14,145
Change0 (0%)
Value$346.3K (-$17.9K)
Filed 2026-10-07
Leavell Investment Management, Inc.
UNCHANGED
Shares12,235 from 12,235
Change0 (0%)
Value$299.5K (-$15.5K)
Filed 2026-11-09
Breachway Investments LLC
NEW
Shares12,000
Change+12,000
Value$293.8K
Filed 2026-10-19
Great Valley Advisor Group, Inc.
INCREASED
Shares11,525 from 11,384
Change+141 (+1%)
Value$282.1K (-$11.0K)
Filed 2026-11-09
Truist Financial Corp
INCREASED
Shares11,449 from 8,795
Change+2,654 (+30%)
Value$280.3K (+$53.8K)
Filed 2026-10-30
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares11,210 from 11,210
Change0 (0%)
Value$274.4K (-$14.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,091 from 10,658
Change+433 (+4%)
Value$272.0K (-$2.0K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares10,576 from 7,364
Change+3,212 (+44%)
Value$258.9K (+$69.3K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares10,047
Change+10,047
Value$246.0K
Filed 2026-11-03
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares10,031 from 10,031
Change0 (0%)
Value$245.6K (-$11.8K)
Filed 2026-10-01
MGO One Seven LLC
INCREASED
Shares9,887 from 9,818
Change+69 (+1%)
Value$242.0K (-$10.7K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares9,633 from 9,550
Change+83 (+1%)
Value$235.8K (-$10.0K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares9,606 from 7,790
Change+1,816 (+23%)
Value$235.2K (+$34.6K)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares8,430 from 8,327
Change+103 (+1%)
Value$206.4K (-$6.9K)
Filed 2026-10-09
Hendershot Investments Inc.
UNCHANGED
Shares7,953 from 7,953
Change0 (0%)
Value$194.7K (-$10.1K)
Filed 2026-11-05
First Premier Bank
NEW
Shares7,896
Change+7,896
Value$193.0K
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares7,655
Change+7,655
Value$187.4K
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares4,376 from 37,257
Change-32,881 (-88%)
Value$107.1K (-$852.1K)
Filed 2026-11-06
Hyposwiss Advisors SA
UNCHANGED
Shares4,140 from 4,140
Change0 (0%)
Value$101.3K (-$5.2K)
Filed 2026-10-26
CNB Bank
UNCHANGED
Shares3,179 from 3,179
Change0 (0%)
Value$77.8K (-$4.0K)
Filed 2026-11-09
Bank of New Hampshire
INCREASED
Shares3,000 from 1,600
Change+1,400 (+88%)
Value$73.4K (+$32.2K)
Filed 2026-10-06
High Note Wealth, LLC
NEW
Shares2,491
Change+2,491
Value$61.0K
Filed 2026-10-27
Harbor Investment Advisory, LLC
NEW
Shares2,464
Change+2,464
Value$60.3K
Filed 2026-10-13
Princeton Global Asset Management LLC
INCREASED
Shares2,391 from 2,385
Change+6 (+0%)
Value$58.5K (-$2.9K)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$47.5K (-$2.5K)
Filed 2026-10-23
Trust Co
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$47.4K (-$2.4K)
Filed 2026-10-09
Eastern Bank
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$41.6K (-$2.2K)
Filed 2026-10-05
Physician Wealth Advisors, Inc.
INCREASED
Shares1,591 from 1,571
Change+20 (+1%)
Value$38.9K (-$1.5K)
Filed 2026-10-20
United Community Bank
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$36.4K (-$1.9K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,137 from 1,137
Change0 (0%)
Value$27.8K (-$1.4K)
Filed 2026-11-03
J. R. Prunier Capital Management LLC
INCREASED
Shares1,028 from 1,026
Change+2 (+0%)
Value$25.2K (-$1.2K)
Filed 2026-11-09
Barrett & Company, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$24.5K (-$1.3K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares981 from 800
Change+181 (+23%)
Value$24.0K (+$3.4K)
Filed 2026-10-08
Blue Trust, Inc.
NEW
Shares847
Change+847
Value$20.7K
Filed 2026-10-15
Y.D. More Investments Ltd
NEW
Shares800
Change+800
Value$19.6K
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$13.8K (-$713)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares62
Change+62
Value$1.5K
Filed 2026-10-21
Key Capital Management, Inc
NEW
Shares33
Change+33
Value$808
Filed 2026-11-03
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 62,223
Change-62,223 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
Gryphon Financial Partners LLC
CLOSED
Shares0 from 21,326
Change-21,326 (-100%)
Value$0 (-$549.0K)
Filed 2026-11-04
Farnam Financial LLC
CLOSED
Shares0 from 15,810
Change-15,810 (-100%)
Value$0 (-$407.0K)
Filed 2026-10-21
Beacon Financial Group
CLOSED
Shares0 from 15,461
Change-15,461 (-100%)
Value$0 (-$398.0K)
Filed 2026-10-19
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 10,387
Change-10,387 (-100%)
Value$0 (-$267.4K)
Filed 2026-11-06
Chesley Taft & Associates LLC
CLOSED
Shares0 from 9,000
Change-9,000 (-100%)
Value$0 (-$231.7K)
Filed 2026-10-13
Fairway Wealth LLC
CLOSED
Shares0 from 1,322
Change-1,322 (-100%)
Value$0 (-$34.0K)
Filed 2026-10-30
Morgan Stanley
N/A
Shares— from 2,336,734
Change-2,336,734 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,142,584
Change-2,142,584 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,901,100
Change-1,901,100 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,143,222
Change-1,143,222 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,042,372
Change-1,042,372 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 738,413
Change-738,413 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 737,993
Change-737,993 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 716,884
Change-716,884 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 679,809
Change-679,809 (-100%)
Value—
UBS Group AG
N/A
Shares— from 616,604
Change-616,604 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 516,077
Change-516,077 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 490,589
Change-490,589 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 415,635
Change-415,635 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 372,485
Change-372,485 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 233,766
Change-233,766 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 227,092
Change-227,092 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 204,577
Change-204,577 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 187,684
Change-187,684 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 152,729
Change-152,729 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 128,946
Change-128,946 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 128,608
Change-128,608 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 128,507
Change-128,507 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 112,702
Change-112,702 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 95,777
Change-95,777 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 94,310
Change-94,310 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 88,080
Change-88,080 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 62,566
Change-62,566 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 55,331
Change-55,331 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 53,514
Change-53,514 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 43,995
Change-43,995 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 43,092
Change-43,092 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 41,073
Change-41,073 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 38,018
Change-38,018 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 31,080
Change-31,080 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 29,284
Change-29,284 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 29,142
Change-29,142 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 25,385
Change-25,385 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 21,370
Change-21,370 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,210
Change-17,210 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 12,528
Change-12,528 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,060
Change-12,060 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 11,795
Change-11,795 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 11,739
Change-11,739 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,598
Change-11,598 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 11,571
Change-11,571 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,803
Change-7,803 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 880
Change-880 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 270
Change-270 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED3,479,1823,299,900+179,282+5%$85.0M$85.2M+$214.4K2026-10-22
Hengehold Capital Management LLC
NEW1,567,825—+1,567,825——$38.4M—2026-10-16
Sigma Investment Counselors Inc
INCREASED1,478,6851,478,526+159+0%$38.1M$36.2M-$1.9M2026-10-27
MV Capital Management, Inc.
DECREASED923,482944,849-21,367-2%$24.3M$22.6M-$1.7M2026-10-29
US Bancorp \de\
INCREASED880,122863,835+16,287+2%$22.2M$21.5M-$694.0K2026-11-05
HighTower Advisors, LLC
INCREASED834,364738,622+95,742+13%$19.0M$20.4M+$1.4M2026-11-10
Arrow Financial Corp
DECREASED606,324610,058-3,734-1%$15.7M$14.8M-$863.2K2026-10-26
MB, Levis & Associates, LLC
DECREASED491,019495,495-4,476-1%$12.8M$12.0M-$736.4K2026-10-16
Cowa, LLC
INCREASED462,98576,745+386,240+503%$2.0M$11.3M+$9.4M2026-10-30
LPL Financial LLC
INCREASED453,152388,876+64,276+17%$10.0M$11.1M+$1.1M2026-11-06
Instrumental Wealth, LLC
INCREASED441,279418,536+22,743+5%$10.8M$10.8M+$27.3K2026-10-20
Commonwealth Equity Services, LLC
INCREASED440,294434,894+5,400+1%$11.2M$10.8M-$417.9K2026-11-02
Ironwood Financial, llc
INCREASED389,120210,239+178,881+85%$5.3M$9.5M+$4.2M2026-10-20
Kestra Advisory Services, LLC
INCREASED372,888335,084+37,804+11%$8.6M$9.1M+$501.6K2026-11-02
Parallel Advisors, LLC
INCREASED322,071234,639+87,432+37%$6.0M$7.9M+$1.8M2026-11-03
Guidance Point Advisors, LLC
INCREASED315,793289,080+26,713+9%$7.4M$7.7M+$288.3K2026-10-15
Probity Advisors, Inc.
INCREASED262,108231,197+30,911+13%$6.0M$6.4M+$464.2K2026-10-23
Klingman & Associates, LLC
INCREASED257,10378,833+178,270+226%$2.0M$6.3M+$4.3M2026-10-20
Concurrent Investment Advisors, LLC
INCREASED247,069247,004+65+0%$6.4M$6.0M-$310.9K2026-10-16
Lido Advisors, LLC
DECREASED240,131260,996-20,865-8%$6.7M$5.9M-$840.9K2026-11-04
Lyell Wealth Management, LP
INCREASED219,945204,795+15,150+7%$5.3M$5.4M+$111.8K2026-10-30
Krilogy Financial LLC
INCREASED219,882204,922+14,960+7%$5.3M$5.4M+$124.6K2026-10-13
Precedent Wealth Partners, LLC
INCREASED213,467151,321+62,146+41%$3.9M$5.2M+$1.3M2026-10-21
4Thought Financial Group Inc.
DECREASED185,381185,959-5780%$4.8M$4.5M-$249.4K2026-11-02
Howland Capital Management LLC
INCREASED159,253126,693+32,560+26%$3.3M$3.9M+$636.8K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED150,343125,678+24,665+20%$3.2M$3.7M+$484.9K2026-10-13
Evergreen Private Wealth LLC
INCREASED148,971142,119+6,852+5%$3.7M$3.6M-$12.0K2026-10-30
James Investment Research, Inc.
DECREASED124,570130,105-5,535-4%$3.3M$3.0M-$300.1K2026-10-22
Adirondack Trust Co
DECREASED113,954128,140-14,186-11%$3.3M$2.8M-$509.9K2026-10-14
Marathon Mission, Inc.
INCREASED102,589100,193+2,396+2%$2.6M$2.5M-$68.1K2026-10-01
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED99,99728,312+71,685+253%$728.9K$2.4M+$1.7M2026-10-14
Roble, Belko & Company, Inc
INCREASED92,64268,802+23,840+35%$1.8M$2.3M+$497.0K2026-11-09
Associated Banc-Corp
INCREASED91,92275,757+16,165+21%$2.0M$2.3M+$299.9K2026-10-30
McGlone Suttner Wealth Management, Inc.
INCREASED91,55490,470+1,084+1%$2.3M$2.2M-$87.9K2026-10-13
Segment Wealth Management, LLC
INCREASED88,88580,505+8,380+10%$2.1M$2.2M+$103.3K2026-10-26
MCF Advisors LLC
NEW85,997—+85,997——$2.1M—2026-10-28
Archford Capital Strategies, LLC
DECREASED70,65272,909-2,257-3%$1.9M$1.7M-$147.5K2026-10-19
Fulton Breakefield Broenniman LLC
INCREASED69,64666,715+2,931+4%$1.7M$1.7M-$12.6K2026-11-03
Glenview Trust Co
INCREASED68,98857,888+11,100+19%$1.5M$1.7M+$198.5K2026-10-28
Central Trust Co
INCREASED61,87510,287+51,588+501%$264.8K$1.5M+$1.2M2026-11-05
Wilkins Miller Wealth Management, LLC
DECREASED59,65562,838-3,183-5%$1.6M$1.5M-$157.4K2026-10-13
NovaPoint Capital, LLC
INCREASED58,43254,469+3,963+7%$1.4M$1.4M+$28.1K2026-10-22
Peloton Wealth Strategists
INCREASED55,00015,000+40,000+267%$386.0K$1.3M+$960.0K2026-11-09
Coldstream Capital Management Inc
INCREASED50,86949,874+995+2%$1.3M$1.2M-$38.7K2026-11-09
First National Trust Co
INCREASED48,72344,991+3,732+8%$1.2M$1.2M+$34.4K2026-10-28
Paradigm, Strategies in Wealth Management, LLC
DECREASED47,84748,312-465-1%$1.2M$1.2M-$72.5K2026-10-16
Meitav Investment House LTD
DECREASED47,41252,641-5,229-10%$1.4M$1.2M-$195.2K2026-10-28
Jacobi Capital Management LLC
INCREASED43,95738,320+5,637+15%$986.6K$1.1M+$89.5K2026-11-05
First Interstate Bank
DECREASED43,631119,680-76,049-64%$3.1M$1.1M-$2.0M2026-10-23
Little House Capital LLC
INCREASED42,62039,157+3,463+9%$1.0M$1.0M+$35.2K2026-11-06
SAX Wealth Advisors, LLC
INCREASED40,07310,536+29,537+280%$272.4K$981.0K+$708.6K2026-10-13
10Elms LLP
INCREASED39,74232,320+7,422+23%$832.1K$972.9K+$140.8K2026-11-06
IFP Advisors, Inc
INCREASED35,92134,534+1,387+4%$889.1K$879.3K-$9.7K2026-10-16
Montecito Bank & Trust
INCREASED34,54533,044+1,501+5%$850.7K$845.7K-$5.1K2026-10-01
Valmark Advisers, Inc.
INCREASED30,55326,274+4,279+16%$676.4K$747.9K+$71.5K2026-11-06
Beaumont Asset Management, L.L.C.
INCREASED30,4799,678+20,801+215%$249.2K$746.1K+$497.0K2026-10-16
Rose Capital Advisors LLC
INCREASED28,63928,368+271+1%$730.3K$701.1K-$29.2K2026-11-04
Fort Washington Investment Advisors Inc
UNCHANGED28,47328,47300%$733.0K$697.0K-$36.0K2026-10-15
Romano Brothers and Company
INCREASED27,74118,115+9,626+53%$466.4K$679.1K+$212.7K2026-10-22
Great Diamond Partners, LLC
INCREASED27,3579,533+17,824+187%$245.4K$669.7K+$424.3K2026-10-13
Aspen Wealth Management LLC
UNCHANGED25,97225,97200%$668.6K$635.8K-$32.9K2026-10-14
Rossmore Private Capital
INCREASED25,8329,854+15,978+162%$253.7K$632.4K+$378.7K2026-10-27
Sterling Investment Advisors, Ltd.
DECREASED24,35027,350-3,000-11%$704.1K$596.1K-$108.0K2026-10-27
Forvis Mazars Wealth Advisors, LLC
UNCHANGED22,68422,68400%$584.0K$555.3K-$28.7K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED22,44221,643+799+4%$557.2K$549.4K-$7.8K2026-11-06
Nestegg Advisors, Inc.
INCREASED22,19321,977+216+1%$565.8K$543.3K-$22.5K2026-10-21
Addison Advisors LLC
INCREASED22,04519,935+2,110+11%$513.2K$539.7K+$26.4K2026-11-06
XML Financial, LLC
INCREASED20,02215,902+4,120+26%$409.4K$490.1K+$80.7K2026-10-29
International Assets Investment Management, LLC
UNCHANGED17,59217,59200%$450.5K$429.8K-$20.8K2026-11-02
Gradient Capital Advisors, LLC
UNCHANGED16,91516,91500%$435.5K$414.1K-$21.4K2026-10-21
Oppenheimer & Co Inc
DECREASED16,15116,304-153-1%$419.7K$395.4K-$24.4K2026-10-26
Cherry Tree Wealth Management, LLC
INCREASED15,69012,765+2,925+23%$328.6K$384.1K+$55.5K2026-10-15
Redwood Financial Network Corp
INCREASED15,64115,237+404+3%$392.3K$382.9K-$9.4K2026-11-03
Creative Planning
DECREASED15,58816,575-987-6%$426.7K$381.6K-$45.1K2026-11-02
Belpointe Asset Management LLC
INCREASED15,36614,359+1,007+7%$369.7K$376.2K+$6.5K2026-11-09
Moneco Advisors, LLC
NEW15,172—+15,172——$371.4K—2026-11-05
Focused Alpha, LLC
NEW14,686—+14,686——$359.5K—2026-10-20
Venture Visionary Partners LLC
UNCHANGED14,14514,14500%$364.2K$346.3K-$17.9K2026-10-07
Leavell Investment Management, Inc.
UNCHANGED12,23512,23500%$315.0K$299.5K-$15.5K2026-11-09
Breachway Investments LLC
NEW12,000—+12,000——$293.8K—2026-10-19
Great Valley Advisor Group, Inc.
INCREASED11,52511,384+141+1%$293.1K$282.1K-$11.0K2026-11-09
Truist Financial Corp
INCREASED11,4498,795+2,654+30%$226.4K$280.3K+$53.8K2026-10-30
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED11,21011,21000%$288.6K$274.4K-$14.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED11,09110,658+433+4%$274.0K$272.0K-$2.0K2026-11-02
Fifth Third Bancorp
INCREASED10,5767,364+3,212+44%$189.6K$258.9K+$69.3K2026-11-05
StoneX Group Inc.
NEW10,047—+10,047——$246.0K—2026-11-03
Sarver Vrooman Wealth Advisors
UNCHANGED10,03110,03100%$257.3K$245.6K-$11.8K2026-10-01
MGO One Seven LLC
INCREASED9,8879,818+69+1%$252.8K$242.0K-$10.7K2026-10-28
Apollon Wealth Management, LLC
INCREASED9,6339,550+83+1%$245.9K$235.8K-$10.0K2026-10-23
Choreo, LLC
INCREASED9,6067,790+1,816+23%$200.5K$235.2K+$34.6K2026-10-28
Bullock Wealth Management Group
INCREASED8,4308,327+103+1%$213.3K$206.4K-$6.9K2026-10-09
Hendershot Investments Inc.
UNCHANGED7,9537,95300%$204.8K$194.7K-$10.1K2026-11-05
First Premier Bank
NEW7,896—+7,896——$193.0K—2026-10-13
Provenance Wealth Advisors, LLC
NEW7,655—+7,655——$187.4K—2026-10-30
Clearstead Advisors, LLC
DECREASED4,37637,257-32,881-88%$959.2K$107.1K-$852.1K2026-11-06
Hyposwiss Advisors SA
UNCHANGED4,1404,14000%$106.6K$101.3K-$5.2K2026-10-26
CNB Bank
UNCHANGED3,1793,17900%$81.8K$77.8K-$4.0K2026-11-09
Bank of New Hampshire
INCREASED3,0001,600+1,400+88%$41.2K$73.4K+$32.2K2026-10-06
High Note Wealth, LLC
NEW2,491—+2,491——$61.0K—2026-10-27
Harbor Investment Advisory, LLC
NEW2,464—+2,464——$60.3K—2026-10-13
Princeton Global Asset Management LLC
INCREASED2,3912,385+6+0%$61.4K$58.5K-$2.9K2026-10-21
Signaturefd, LLC
UNCHANGED1,9401,94000%$49.9K$47.5K-$2.5K2026-10-23
Trust Co
UNCHANGED1,9361,93600%$49.8K$47.4K-$2.4K2026-10-09
Eastern Bank
UNCHANGED1,7001,70000%$43.8K$41.6K-$2.2K2026-10-05
Physician Wealth Advisors, Inc.
INCREASED1,5911,571+20+1%$40.4K$38.9K-$1.5K2026-10-20
United Community Bank
UNCHANGED1,4851,48500%$38.2K$36.4K-$1.9K2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED1,1371,13700%$29.3K$27.8K-$1.4K2026-11-03
J. R. Prunier Capital Management LLC
INCREASED1,0281,026+2+0%$26.4K$25.2K-$1.2K2026-11-09
Barrett & Company, Inc.
UNCHANGED1,0001,00000%$25.7K$24.5K-$1.3K2026-10-22
Farther Finance Advisors, LLC
INCREASED981800+181+23%$20.6K$24.0K+$3.4K2026-10-08
Blue Trust, Inc.
NEW847—+847——$20.7K—2026-10-15
Y.D. More Investments Ltd
NEW800—+800——$19.6K—2026-11-02
Key FInancial Inc
UNCHANGED56456400%$14.5K$13.8K-$7132026-11-02
Root Financial Partners, LLC
NEW62—+62——$1.5K—2026-10-21
Key Capital Management, Inc
NEW33—+33——$808—2026-11-03
J.W. Cole Advisors, Inc.
CLOSED062,223-62,223-100%$1.6M$0-$1.6M2026-11-05
Gryphon Financial Partners LLC
CLOSED021,326-21,326-100%$549.0K$0-$549.0K2026-11-04
Farnam Financial LLC
CLOSED015,810-15,810-100%$407.0K$0-$407.0K2026-10-21
Beacon Financial Group
CLOSED015,461-15,461-100%$398.0K$0-$398.0K2026-10-19
Accretive Wealth Partners, LLC
CLOSED010,387-10,387-100%$267.4K$0-$267.4K2026-11-06
Chesley Taft & Associates LLC
CLOSED09,000-9,000-100%$231.7K$0-$231.7K2026-10-13
Fairway Wealth LLC
CLOSED01,322-1,322-100%$34.0K$0-$34.0K2026-10-30
Morgan Stanley
N/A—2,336,734-2,336,734-100%$60.2M———
Bank of America Corp
N/A—2,142,584-2,142,584-100%$55.2M———
Capital Advisors Inc
N/A—1,901,100-1,901,100-100%$48.9M———
Summit Financial, LLC
N/A—1,143,222-1,143,222-100%$29.4M———
Summitry LLC
N/A—1,042,372-1,042,372-100%$26.8M———
Raymond James Financial Inc
N/A—738,413-738,413-100%$19.0M———
Envision Financial Planning, LLC
N/A—737,993-737,993-100%$19.0M———
Ameriprise Financial Inc
N/A—716,884-716,884-100%$18.5M———
Wells Fargo & Company
N/A—679,809-679,809-100%$17.5M———
UBS Group AG
N/A—616,604-616,604-100%$15.9M———
Rockefeller Capital Management L.P.
N/A—516,077-516,077-100%$13.3M———
Sound View Wealth Advisors Group, LLC
N/A—490,589-490,589-100%$12.6M———
Janney Montgomery Scott LLC
N/A—415,635-415,635-100%$10.7M———
Royal Bank of Canada
N/A—372,485-372,485-100%$9.6M———
Hancock Whitney Corp
N/A—233,766-233,766-100%$6.0M———
Mariner, LLC
N/A—227,092-227,092-100%$5.8M———
Susquehanna International Group, LLP
N/A—204,577-204,577-100%$5.3M———
Citadel Advisors LLC
N/A—187,684-187,684-100%$4.8M———
Benjamin Edwards Inc
N/A—152,729-152,729-100%$3.9M———
Mercer Global Advisors Inc
N/A—128,946-128,946-100%$3.3M———
Envestnet Asset Management Inc
N/A—128,608-128,608-100%$3.3M———
EP Wealth Advisors, LLC
N/A—128,507-128,507-100%$3.3M———
Atlantic Union Bankshares Corp
N/A—112,702-112,702-100%$2.9M———
OneDigital Investment Advisors LLC
N/A—95,777-95,777-100%$2.5M———
Stonebrook Private Inc.
N/A—94,310-94,310-100%$2.4M———
Seneca House Advisors
N/A—88,080-88,080-100%$2.3M———
Jane Street Group, LLC
N/A—66,000-66,000-100%$1.7M———
United Capital Financial Advisors, LLC
N/A—62,566-62,566-100%$1.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—55,331-55,331-100%$1.4M———
BFC Planning, Inc.
N/A—53,514-53,514-100%$1.4M———
Cetera Investment Advisers
N/A—43,995-43,995-100%$1.1M———
Captrust Financial Advisors
N/A—43,092-43,092-100%$1.1M———
Osaic Holdings, Inc.
N/A—41,073-41,073-100%$1.1M———
Gilbert & Cook, Inc.
N/A—38,018-38,018-100%$978.8K———
Stokes Family Office, LLC
N/A—31,080-31,080-100%$800.2K———
Reliant Wealth Planning
N/A—29,284-29,284-100%$753.9K———
CVA Family Office, LLC
N/A—29,142-29,142-100%$750.3K———
Beacon Pointe Advisors, LLC
N/A—25,385-25,385-100%$653.5K———
Lbmc Investment Advisors, LLC
N/A—21,370-21,370-100%$550.2K———
Advisory Services Network, LLC
N/A—17,210-17,210-100%$443.1K———
Lifeworks Advisors, LLC
N/A—12,528-12,528-100%$322.5K———
Goldman Sachs Group Inc
N/A—12,060-12,060-100%$310.5K———
Jones Financial Companies Lllp
N/A—11,844-11,844-100%$305.9K———
Dearborn Partners LLC
N/A—11,795-11,795-100%$303.7K———
Northwestern Mutual Wealth Management Co
N/A—11,739-11,739-100%$302.2K———
Van Hulzen Asset Management, LLC
N/A—11,598-11,598-100%$298.6K———
Spinnaker Trust
N/A—11,571-11,571-100%$297.9K———
Mutual Advisors, LLC
N/A—9,720-9,720-100%$250.2K———
Mosaic Family Wealth Partners, LLC
N/A—7,803-7,803-100%$200.9K———
Jupiter Wealth Management LLC
N/A—4,600-4,600-100%$118.4K———
JPMorgan Chase & Co
N/A—3,318-3,318-100%$85.8K———
Bogart Wealth, LLC
N/A—3,040-3,040-100%$78.3K———
MidFirst Bank
N/A—2,715-2,715-100%$69.9K———
Fiduciary Financial Advisors
N/A—2,584-2,584-100%$66.5K———
Ballast Advisors LLC
N/A—2,339-2,339-100%$60.2K———
Vanguard Advisers Inc
N/A—880-880-100%$22.7K———
AE Wealth Management LLC
N/A—424-424-100%$10.9K———
Mcguire Capital Advisors Inc
N/A—270-270-100%$7.0K———
BlackRock, Inc.
N/A—50-50-100%$1.3K———
Steward Partners Investment Advisory, LLC
N/A—6-6-100%$154———
FMR LLC
N/A—1-1-100%$38———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$26———
Showing 184 of 184 institutions