Ishares Copper and Metals (ICOP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Municipal Employees' Retirement System of Michigan

INCREASED

Shares542,513 from 501,672

Change+40,841 (+8%)

Value$28.9M (+$4.2M)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares371,198 from 359,135

Change+12,063 (+3%)

Value$19.8M (+$2.1M)

Filed 2026-11-06

W.G. Shaheen & Associates DBA Whitney & Co

INCREASED

Shares174,895 from 173,598

Change+1,297 (+1%)

Value$9.3M (+$761.7K)

Filed 2026-11-03

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

INCREASED

Shares92,416 from 67,251

Change+25,165 (+37%)

Value$4.9M (+$1.6M)

Filed 2026-10-14

Western Wealth Management, LLC

INCREASED

Shares25,134 from 19,645

Change+5,489 (+28%)

Value$1.3M (+$370.5K)

Filed 2026-11-09

Titleist Asset Management, LLC

DECREASED

Shares22,410 from 23,477

Change-1,067 (-5%)

Value$1.2M (+$36.9K)

Filed 2026-10-08

HighTower Advisors, LLC

DECREASED

Shares21,454 from 21,921

Change-467 (-2%)

Value$1.1M (+$62.6K)

Filed 2026-11-10

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares13,916 from 16,366

Change-2,450 (-15%)

Value$741.0K (-$65.0K)

Filed 2026-11-02

Great Valley Advisor Group, Inc.

DECREASED

Shares12,478 from 12,578

Change-100 (-1%)

Value$663.7K (+$44.7K)

Filed 2026-11-09

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares11,688 from 10,341

Change+1,347 (+13%)

Value$614.2K (+$110.1K)

Filed 2026-10-13

Evanson Financial, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$532.2K (+$39.9K)

Filed 2026-10-23

Sigma Planning Corp

DECREASED

Shares9,523 from 12,530

Change-3,007 (-24%)

Value$496.8K (-$120.0K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares9,214 from 5,427

Change+3,787 (+70%)

Value$490.4K (+$223.2K)

Filed 2026-11-02

Nixon Peabody Trust Co

UNCHANGED

Shares8,041 from 8,041

Change0 (0%)

Value$427.9K (+$32.1K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares6,732 from 5,421

Change+1,311 (+24%)

Value$358.3K (+$91.4K)

Filed 2026-11-02

Perigon Wealth Management, LLC

NEW

Shares5,875

Change+5,875

Value$312.7K

Filed 2026-10-22

Creative Planning

INCREASED

Shares5,369 from 4,892

Change+477 (+10%)

Value$285.7K (+$44.9K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares5,265 from 5,201

Change+64 (+1%)

Value$280.2K (+$24.2K)

Filed 2026-10-30

Granville Capital, Inc.

NEW

Shares4,591

Change+4,591

Value$244.3K

Filed 2026-11-05

Wealthfront Advisers LLC

NEW

Shares4,533

Change+4,533

Value$241.2K

Filed 2026-11-09

Bluesphere Advisors LLC

DECREASED

Shares4,390 from 5,591

Change-1,201 (-21%)

Value$233.6K (-$41.6K)

Filed 2026-10-19

TD Waterhouse Canada Inc.

DECREASED

Shares4,167 from 8,476

Change-4,309 (-51%)

Value$218.8K (-$192.1K)

Filed 2026-10-16

Marin Bay Wealth Advisors, LLC

NEW

Shares4,000

Change+4,000

Value$212.9K

Filed 2026-10-28

Farther Finance Advisors, LLC

INCREASED

Shares3,080 from 2,623

Change+457 (+17%)

Value$163.9K (+$34.8K)

Filed 2026-10-08

IFG Advisory, LLC

UNCHANGED

Shares2,953 from 2,953

Change0 (0%)

Value$157.2K (+$11.8K)

Filed 2026-11-09

Center for Financial Planning, Inc.

UNCHANGED

Shares2,645 from 2,645

Change0 (0%)

Value$140.8K (+$10.6K)

Filed 2026-10-26

Bradley & Co. Private Wealth Management, LLC

UNCHANGED

Shares2,498 from 2,498

Change0 (0%)

Value$132.9K (+$10.0K)

Filed 2026-10-23

Allworth Financial LP

NEW

Shares2,275

Change+2,275

Value$112.0K

Filed 2026-11-06

JFS Wealth Advisors, LLC

UNCHANGED

Shares1,914 from 1,914

Change0 (0%)

Value$101.9K (+$7.6K)

Filed 2026-11-03

Simplex Trading, LLC

DECREASED

Shares1,388 from 2,838

Change-1,450 (-51%)

Value$73.9K (-$65.8K)

Filed 2026-11-04

Bokf, NA

NEW

Shares1,265

Change+1,265

Value$67.3K

Filed 2026-10-27

Bank of Montreal

DECREASED

Shares1,156 from 1,214

Change-58 (-5%)

Value$61.5K (+$1.8K)

Filed 2026-11-09

CoreCap Advisors, LLC

UNCHANGED

Shares998 from 998

Change0 (0%)

Value$53.1K (+$4.0K)

Filed 2026-10-08

Trust Co of Toledo NA

UNCHANGED

Shares891 from 891

Change0 (0%)

Value$47.4K (+$3.6K)

Filed 2026-10-16

Markowski Investments

UNCHANGED

Shares758 from 758

Change0 (0%)

Value$40.3K (+$3.0K)

Filed 2026-10-30

Private Trust Co NA

DECREASED

Shares600 from 700

Change-100 (-14%)

Value$31.9K (-$2.5K)

Filed 2026-10-20

Fifth Third Bancorp

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$31.9K (+$2.4K)

Filed 2026-11-05

First Horizon Corp

NEW

Shares500

Change+500

Value$26.6K

Filed 2026-10-26

Capital Investment Advisory Services, LLC

INCREASED

Shares454 from 400

Change+54 (+14%)

Value$24.2K (+$4.5K)

Filed 2026-10-30

Spire Wealth Management

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$21.3K (+$1.6K)

Filed 2026-10-30

Acumen Wealth Advisors, LLC

DECREASED

Shares342 from 405

Change-63 (-16%)

Value$18.2K (-$1.7K)

Filed 2026-11-05

Parallel Advisors, LLC

NEW

Shares250

Change+250

Value$13.3K

Filed 2026-11-03

Evolution Wealth Management Inc.

DECREASED

Shares241 from 516

Change-275 (-53%)

Value$12.8K (-$12.6K)

Filed 2026-10-28

Tsfg, LLC

UNCHANGED

Shares229 from 229

Change0 (0%)

Value$12 (+$1)

Filed 2026-10-23

McCarley & Cook Financial Planners

NEW

Shares200

Change+200

Value$10.6K

Filed 2026-10-21

DeDora Capital, Inc.

NEW

Shares186

Change+186

Value$9.9K

Filed 2026-10-26

Pinnacle Bancorp, Inc.

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$5.9K (+$439)

Filed 2026-10-21

Aspect Partners, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$1.1K (+$79)

Filed 2026-10-20

Tradewinds Capital Management, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$799 (+$60)

Filed 2026-10-23

Lanark Financial, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$532 (+$40)

Filed 2026-10-26

Moors & Cabot, Inc.

CLOSED

Shares0 from 15,613

Change-15,613 (-100%)

Value$0 (-$768.6K)

Filed 2026-11-06

Belvedere Trading LLC

CLOSED

Shares0 from 15,587

Change-15,587 (-100%)

Value$0 (-$767.3K)

Filed 2026-11-05

Belpointe Asset Management LLC

CLOSED

Shares0 from 4,472

Change-4,472 (-100%)

Value$0 (-$220.2K)

Filed 2026-11-09

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 483

Change-483 (-100%)

Value$0 (-$23.8K)

Filed 2026-10-26

Spider Management Company, LLC

N/A

Shares— from 547,788

Change-547,788 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 109,871

Change-109,871 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 90,076

Change-90,076 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 51,976

Change-51,976 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 50,865

Change-50,865 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 45,011

Change-45,011 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 40,445

Change-40,445 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 39,961

Change-39,961 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,845

Change-34,845 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 30,905

Change-30,905 (-100%)

Value—

Allie Family Office LLC

N/A

Shares— from 22,465

Change-22,465 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 22,113

Change-22,113 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 18,468

Change-18,468 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 16,441

Change-16,441 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 16,435

Change-16,435 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 15,583

Change-15,583 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 15,421

Change-15,421 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 15,008

Change-15,008 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 14,706

Change-14,706 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Clare Market Investments LLC

N/A

Shares— from 11,001

Change-11,001 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 10,287

Change-10,287 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,595

Change-8,595 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,225

Change-7,225 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 6,182

Change-6,182 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 6,045

Change-6,045 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 5,875

Change-5,875 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 5,338

Change-5,338 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Southeast Asset Advisors, LLC

N/A

Shares— from 4,870

Change-4,870 (-100%)

Value—

Towle & Co

N/A

Shares— from 4,694

Change-4,694 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,663

Change-4,663 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,610

Change-4,610 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 4,498

Change-4,498 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,440

Change-4,440 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 4,069

Change-4,069 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 2,070

Change-2,070 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,072

Change-1,072 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 1,010

Change-1,010 (-100%)

Value—

UBS Group AG

N/A

Shares— from 912

Change-912 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 535

Change-535 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 456

Change-456 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 423

Change-423 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 387

Change-387 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 303

Change-303 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 280

Change-280 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 181

Change-181 (-100%)

Value—

Pinney & Scofield, Inc.

N/A

Shares— from 58

Change-58 (-100%)

Value—

JDM Financial Group LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 42

Change-42 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

	Status
Municipal Employees' Retirement System of Michigan	INCREASED	542,513	501,672	+40,841	+8%	$24.7M	$28.9M	+$4.2M	2026-11-06
LPL Financial LLC	INCREASED	371,198	359,135	+12,063	+3%	$17.7M	$19.8M	+$2.1M	2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co	INCREASED	174,895	173,598	+1,297	+1%	$8.5M	$9.3M	+$761.7K	2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	92,416	67,251	+25,165	+37%	$3.3M	$4.9M	+$1.6M	2026-10-14
Western Wealth Management, LLC	INCREASED	25,134	19,645	+5,489	+28%	$967.1K	$1.3M	+$370.5K	2026-11-09
Titleist Asset Management, LLC	DECREASED	22,410	23,477	-1,067	-5%	$1.2M	$1.2M	+$36.9K	2026-10-08
HighTower Advisors, LLC	DECREASED	21,454	21,921	-467	-2%	$1.1M	$1.1M	+$62.6K	2026-11-10
Cambridge Investment Research Advisors, Inc.	DECREASED	13,916	16,366	-2,450	-15%	$806.0K	$741.0K	-$65.0K	2026-11-02
Great Valley Advisor Group, Inc.	DECREASED	12,478	12,578	-100	-1%	$619.0K	$663.7K	+$44.7K	2026-11-09
Wealth Enhancement Advisory Services, LLC	INCREASED	11,688	10,341	+1,347	+13%	$504.1K	$614.2K	+$110.1K	2026-10-13
Evanson Financial, LLC	UNCHANGED	10,000	10,000	0	0%	$492.3K	$532.2K	+$39.9K	2026-10-23
Sigma Planning Corp	DECREASED	9,523	12,530	-3,007	-24%	$616.8K	$496.8K	-$120.0K	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	9,214	5,427	+3,787	+70%	$267.2K	$490.4K	+$223.2K	2026-11-02
Nixon Peabody Trust Co	UNCHANGED	8,041	8,041	0	0%	$395.9K	$427.9K	+$32.1K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	6,732	5,421	+1,311	+24%	$266.9K	$358.3K	+$91.4K	2026-11-02
Perigon Wealth Management, LLC	NEW	5,875	—	+5,875	—	—	$312.7K	—	2026-10-22
Creative Planning	INCREASED	5,369	4,892	+477	+10%	$240.8K	$285.7K	+$44.9K	2026-11-02
Truist Financial Corp	INCREASED	5,265	5,201	+64	+1%	$256.0K	$280.2K	+$24.2K	2026-10-30
Granville Capital, Inc.	NEW	4,591	—	+4,591	—	—	$244.3K	—	2026-11-05
Wealthfront Advisers LLC	NEW	4,533	—	+4,533	—	—	$241.2K	—	2026-11-09
Bluesphere Advisors LLC	DECREASED	4,390	5,591	-1,201	-21%	$275.2K	$233.6K	-$41.6K	2026-10-19
TD Waterhouse Canada Inc.	DECREASED	4,167	8,476	-4,309	-51%	$410.9K	$218.8K	-$192.1K	2026-10-16
Marin Bay Wealth Advisors, LLC	NEW	4,000	—	+4,000	—	—	$212.9K	—	2026-10-28
Farther Finance Advisors, LLC	INCREASED	3,080	2,623	+457	+17%	$129.2K	$163.9K	+$34.8K	2026-10-08
IFG Advisory, LLC	UNCHANGED	2,953	2,953	0	0%	$145.4K	$157.2K	+$11.8K	2026-11-09
Center for Financial Planning, Inc.	UNCHANGED	2,645	2,645	0	0%	$130.2K	$140.8K	+$10.6K	2026-10-26
Bradley & Co. Private Wealth Management, LLC	UNCHANGED	2,498	2,498	0	0%	$123.0K	$132.9K	+$10.0K	2026-10-23
Allworth Financial LP	NEW	2,275	—	+2,275	—	—	$112.0K	—	2026-11-06
JFS Wealth Advisors, LLC	UNCHANGED	1,914	1,914	0	0%	$94.2K	$101.9K	+$7.6K	2026-11-03
Simplex Trading, LLC	DECREASED	1,388	2,838	-1,450	-51%	$139.7K	$73.9K	-$65.8K	2026-11-04
Bokf, NA	NEW	1,265	—	+1,265	—	—	$67.3K	—	2026-10-27
Bank of Montreal	DECREASED	1,156	1,214	-58	-5%	$59.8K	$61.5K	+$1.8K	2026-11-09
CoreCap Advisors, LLC	UNCHANGED	998	998	0	0%	$49.1K	$53.1K	+$4.0K	2026-10-08
Trust Co of Toledo NA	UNCHANGED	891	891	0	0%	$43.9K	$47.4K	+$3.6K	2026-10-16
Markowski Investments	UNCHANGED	758	758	0	0%	$37.3K	$40.3K	+$3.0K	2026-10-30
Private Trust Co NA	DECREASED	600	700	-100	-14%	$34.5K	$31.9K	-$2.5K	2026-10-20
Fifth Third Bancorp	UNCHANGED	600	600	0	0%	$29.5K	$31.9K	+$2.4K	2026-11-05
First Horizon Corp	NEW	500	—	+500	—	—	$26.6K	—	2026-10-26
Capital Investment Advisory Services, LLC	INCREASED	454	400	+54	+14%	$19.7K	$24.2K	+$4.5K	2026-10-30
Spire Wealth Management	UNCHANGED	400	400	0	0%	$19.7K	$21.3K	+$1.6K	2026-10-30
Acumen Wealth Advisors, LLC	DECREASED	342	405	-63	-16%	$19.9K	$18.2K	-$1.7K	2026-11-05
Parallel Advisors, LLC	NEW	250	—	+250	—	—	$13.3K	—	2026-11-03
Evolution Wealth Management Inc.	DECREASED	241	516	-275	-53%	$25.4K	$12.8K	-$12.6K	2026-10-28
Tsfg, LLC	UNCHANGED	229	229	0	0%	$11	$12	+$1	2026-10-23
McCarley & Cook Financial Planners	NEW	200	—	+200	—	—	$10.6K	—	2026-10-21
DeDora Capital, Inc.	NEW	186	—	+186	—	—	$9.9K	—	2026-10-26
Pinnacle Bancorp, Inc.	UNCHANGED	110	110	0	0%	$5.4K	$5.9K	+$439	2026-10-21
Aspect Partners, LLC	UNCHANGED	20	20	0	0%	$985	$1.1K	+$79	2026-10-20
Tradewinds Capital Management, LLC	UNCHANGED	15	15	0	0%	$739	$799	+$60	2026-10-23
Lanark Financial, Inc.	UNCHANGED	10	10	0	0%	$492	$532	+$40	2026-10-26
Moors & Cabot, Inc.	CLOSED	0	15,613	-15,613	-100%	$768.6K	$0	-$768.6K	2026-11-06
Belvedere Trading LLC	CLOSED	0	15,587	-15,587	-100%	$767.3K	$0	-$767.3K	2026-11-05
Belpointe Asset Management LLC	CLOSED	0	4,472	-4,472	-100%	$220.2K	$0	-$220.2K	2026-11-09
Vermillion Wealth Management, Inc.	CLOSED	0	483	-483	-100%	$23.8K	$0	-$23.8K	2026-10-26
Spider Management Company, LLC	N/A	—	547,788	-547,788	-100%	$27.0M	—	—	—
Jane Street Group, LLC	N/A	—	109,871	-109,871	-100%	$5.4M	—	—	—
Citadel Advisors LLC	N/A	—	90,076	-90,076	-100%	$4.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	51,976	-51,976	-100%	$2.6M	—	—	—
Bank of America Corp	N/A	—	50,865	-50,865	-100%	$2.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	45,011	-45,011	-100%	$2.2M	—	—	—
Old Mission Capital LLC	N/A	—	40,445	-40,445	-100%	$2.0M	—	—	—
Raymond James Financial Inc	N/A	—	39,961	-39,961	-100%	$2.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	34,845	-34,845	-100%	$1.7M	—	—	—
MML Investors Services, LLC	N/A	—	30,905	-30,905	-100%	$1.5M	—	—	—
Allie Family Office LLC	N/A	—	22,465	-22,465	-100%	$1.1M	—	—	—
Ameriprise Financial Inc	N/A	—	22,113	-22,113	-100%	$1.1M	—	—	—
Arax Advisory Partners	N/A	—	18,468	-18,468	-100%	$909.2K	—	—	—
GTS Securities LLC	N/A	—	16,441	-16,441	-100%	$809.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	16,435	-16,435	-100%	$809.1K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	15,583	-15,583	-100%	$767.2K	—	—	—
OneAscent Financial Services LLC	N/A	—	15,421	-15,421	-100%	$759.2K	—	—	—
Ancora Advisors LLCA	N/A	—	15,008	-15,008	-100%	$738.8K	—	—	—
Mariner, LLC	N/A	—	14,706	-14,706	-100%	$724.0K	—	—	—
Cerity Partners LLC	N/A	—	12,000	-12,000	-100%	$590.8K	—	—	—
Clare Market Investments LLC	N/A	—	11,001	-11,001	-100%	$541.6K	—	—	—
PFG Investments, LLC	N/A	—	10,287	-10,287	-100%	$506.4K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	10,000	-10,000	-100%	$476.9K	—	—	—
Royal Bank of Canada	N/A	—	8,595	-8,595	-100%	$423.0K	—	—	—
Cetera Investment Advisers	N/A	—	7,225	-7,225	-100%	$355.7K	—	—	—
Benjamin Edwards Inc	N/A	—	6,182	-6,182	-100%	$304.3K	—	—	—
AE Wealth Management LLC	N/A	—	6,045	-6,045	-100%	$297.6K	—	—	—
HRT Financial LP	N/A	—	5,875	-5,875	-100%	$289.0K	—	—	—
Rehmann Capital Advisory Group	N/A	—	5,338	-5,338	-100%	$262.8K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	5,000	-5,000	-100%	$246.2K	—	—	—
Southeast Asset Advisors, LLC	N/A	—	4,870	-4,870	-100%	$239.8K	—	—	—
Towle & Co	N/A	—	4,694	-4,694	-100%	$231.1K	—	—	—
Private Advisor Group, LLC	N/A	—	4,663	-4,663	-100%	$229.5K	—	—	—
FMR LLC	N/A	—	4,610	-4,610	-100%	$226.9K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	4,498	-4,498	-100%	$221.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,440	-4,440	-100%	$218.6K	—	—	—
Two Sigma Securities, LLC	N/A	—	4,069	-4,069	-100%	$200.3K	—	—	—
Centaurus Financial, Inc.	N/A	—	2,070	-2,070	-100%	$102.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,072	-1,072	-100%	$52.8K	—	—	—
Crewe Advisors LLC	N/A	—	1,010	-1,010	-100%	$49.7K	—	—	—
UBS Group AG	N/A	—	912	-912	-100%	$44.9K	—	—	—
National Bank of Canada	N/A	—	535	-535	-100%	$26.3K	—	—	—
Capital Analysts, LLC	N/A	—	456	-456	-100%	$22	—	—	—
Group One Trading LLC	N/A	—	423	-423	-100%	$20.8K	—	—	—
Morgan Stanley	N/A	—	387	-387	-100%	$19.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	303	-303	-100%	$14.9K	—	—	—
Rothschild Investment LLC	N/A	—	280	-280	-100%	$13.8K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	181	-181	-100%	$8.9K	—	—	—
Pinney & Scofield, Inc.	N/A	—	58	-58	-100%	$2.9K	—	—	—
JDM Financial Group LLC	N/A	—	46	-46	-100%	$2.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	42	-42	-100%	$2.1K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	20	-20	-100%	$985	—	—	—

Showing 106 of 106 institutions