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Ishares ESG AW Msci US Value (EVUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares888,296 from 851,858
Change+36,438 (+4%)
Value$32.2M (+$2.3M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares300,755 from 290,840
Change+9,915 (+3%)
Value$10.9M (+$694.0K)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares267,832 from 268,168
Change-336 (0%)
Value$9.7M (+$296.2K)
Filed 2026-11-04
eCIO, Inc.
INCREASED
Shares156,178 from 135,346
Change+20,832 (+15%)
Value$5.7M (+$995.3K)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares87,909
Change+87,909
Value$3.2M
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares78,343 from 80,304
Change-1,961 (-2%)
Value$2.8M (+$21.2K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares74,070 from 75,086
Change-1,016 (-1%)
Value$2.7M (+$49.5K)
Filed 2026-10-21
Archer Investment Management, LLC
DECREASED
Shares69,545 from 73,379
Change-3,834 (-5%)
Value$2.5M (-$54.6K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares63,819 from 68,107
Change-4,288 (-6%)
Value$2.3M (-$77.2K)
Filed 2026-11-02
Avise Financial Cooperative, Inc.
DECREASED
Shares62,322 from 62,462
Change-140 (0%)
Value$2.3M (+$66.8K)
Filed 2026-11-09
Vise Technologies, Inc.
NEW
Shares48,964
Change+48,964
Value$1.8M
Filed 2026-10-29
Affiance Financial, LLC
INCREASED
Shares43,738 from 41,937
Change+1,801 (+4%)
Value$1.6M (+$113.6K)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares43,682 from 51,686
Change-8,004 (-15%)
Value$1.6M (-$230.8K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares42,504 from 41,596
Change+908 (+2%)
Value$1.5M (+$81.0K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares41,480 from 40,336
Change+1,144 (+3%)
Value$1.5M (+$87.9K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares38,738 from 35,879
Change+2,859 (+8%)
Value$1.4M (+$144.9K)
Filed 2026-11-05
WestHill Financial Advisors, Inc.
NEW
Shares37,996
Change+37,996
Value$1.4M
Filed 2026-10-14
Sharkey, Howes & Javer
INCREASED
Shares37,924 from 37,712
Change+212 (+1%)
Value$1.4M (+$51.1K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
DECREASED
Shares35,370 from 39,669
Change-4,299 (-11%)
Value$1.3M (-$119.0K)
Filed 2026-11-02
SigFig Wealth Management, LLC
DECREASED
Shares32,411 from 32,519
Change-108 (0%)
Value$1.2M (+$32.0K)
Filed 2026-10-07
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares19,268 from 17,717
Change+1,551 (+9%)
Value$698.7K (+$76.6K)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares19,122 from 19,010
Change+112 (+1%)
Value$693.3K (+$25.9K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares19,044 from 21,624
Change-2,580 (-12%)
Value$700.1K (-$72.9K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares18,565 from 19,292
Change-727 (-4%)
Value$673.2K (-$4.2K)
Filed 2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED
Shares18,365 from 18,048
Change+317 (+2%)
Value$665.9K (+$32.3K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares16,685 from 16,623
Change+62 (+0%)
Value$605.0K (+$21.4K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares16,050 from 16,425
Change-375 (-2%)
Value$582.0K (+$5.3K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares13,759 from 9,030
Change+4,729 (+52%)
Value$513.5K (+$190.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares13,759 from 9,030
Change+4,729 (+52%)
Value$513.5K (+$190.1K)
Filed 2026-10-20
Skyline Advisors, Inc.
NEW
Shares13,096
Change+13,096
Value$474.9K
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares12,704 from 12,862
Change-158 (-1%)
Value$460.6K (+$9.1K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
DECREASED
Shares12,313 from 12,566
Change-253 (-2%)
Value$446.5K (+$5.3K)
Filed 2026-10-27
Zenith Solutions, Inc.
NEW
Shares12,221
Change+12,221
Value$443.1K
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares10,974 from 11,493
Change-519 (-5%)
Value$397.9K (-$5.6K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares10,853 from 11,350
Change-497 (-4%)
Value$393.5K (-$5.0K)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
UNCHANGED
Shares10,827 from 10,827
Change0 (0%)
Value$392.6K (+$12.5K)
Filed 2026-10-19
RCS Financial Planning, LLC
INCREASED
Shares10,011 from 8,964
Change+1,047 (+12%)
Value$363.0K (+$48.3K)
Filed 2026-10-14
One Wealth Capital Management, LLC
DECREASED
Shares9,161 from 12,183
Change-3,022 (-25%)
Value$332.2K (-$95.6K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
DECREASED
Shares9,079 from 9,673
Change-594 (-6%)
Value$329.2K (-$10.4K)
Filed 2026-10-13
Navigation Group, LLC
INCREASED
Shares8,957 from 8,856
Change+101 (+1%)
Value$324.8K (+$13.8K)
Filed 2026-10-28
Theory Financial LLC
DECREASED
Shares8,918 from 9,408
Change-490 (-5%)
Value$323.4K (-$6.9K)
Filed 2026-11-09
Kestra Advisory Services, LLC
NEW
Shares8,322
Change+8,322
Value$301.8K
Filed 2026-11-02
EQ LLC
DECREASED
Shares8,152 from 8,190
Change-38 (0%)
Value$295.6K (+$8.1K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,942 from 7,702
Change+240 (+3%)
Value$288.0K (+$17.5K)
Filed 2026-11-03
Cornerstone Planning Group LLC
DECREASED
Shares7,929 from 8,068
Change-139 (-2%)
Value$293.1K (+$6.2K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares7,789
Change+7,789
Value$282.4K
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares7,392 from 18,932
Change-11,540 (-61%)
Value$268.0K (-$396.7K)
Filed 2026-10-19
Traveka Wealth, LLC
DECREASED
Shares6,427 from 6,487
Change-60 (-1%)
Value$233.0K (+$5.3K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED
Shares6,337 from 6,451
Change-114 (-2%)
Value$229.8K (+$3.3K)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares6,257 from 6,233
Change+24 (+0%)
Value$226.9K (+$8.0K)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares6,239 from 6,282
Change-43 (-1%)
Value$226.2K (+$5.7K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares5,999 from 6,559
Change-560 (-9%)
Value$217.5K (-$12.8K)
Filed 2026-10-30
Wealthgarden F.S. LLC
DECREASED
Shares5,973 from 6,119
Change-146 (-2%)
Value$216.6K (+$1.7K)
Filed 2026-11-09
Cypress Wealth Services, LLC
INCREASED
Shares5,918 from 5,767
Change+151 (+3%)
Value$217.8K (+$15.3K)
Filed 2026-10-21
Maia Wealth LLC
NEW
Shares5,816
Change+5,816
Value$210.9K
Filed 2026-10-19
Trilogy Capital Inc.
DECREASED
Shares5,673 from 5,773
Change-100 (-2%)
Value$205.7K (+$3.0K)
Filed 2026-10-20
Bison Wealth, LLC
DECREASED
Shares5,593 from 5,625
Change-32 (-1%)
Value$207.9K (+$7.7K)
Filed 2026-10-13
Gen-Wealth Partners Inc
DECREASED
Shares5,174 from 5,678
Change-504 (-9%)
Value$187.6K (-$11.7K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares3,257 from 3,102
Change+155 (+5%)
Value$118.1K (+$9.2K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares3,221 from 1,737
Change+1,484 (+85%)
Value$116.8K (+$56.0K)
Filed 2026-10-08
Harbour Investments, Inc.
DECREASED
Shares3,047 from 3,053
Change-6 (0%)
Value$110.5K (+$3.3K)
Filed 2026-11-09
Addison Advisors LLC
DECREASED
Shares2,815 from 3,045
Change-230 (-8%)
Value$102.1K (-$4.8K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares2,365 from 720
Change+1,645 (+228%)
Value$85.8K (+$60.5K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares2,184 from 2,394
Change-210 (-9%)
Value$79.2K (-$4.9K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares2,047 from 2,199
Change-152 (-7%)
Value$74.2K (-$3.0K)
Filed 2026-11-05
StrongBox Wealth, LLC
INCREASED
Shares1,815 from 1,699
Change+116 (+7%)
Value$65.8K (+$6.2K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares1,716 from 91
Change+1,625 (+1786%)
Value$62.2K (+$59.0K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
DECREASED
Shares1,669 from 1,688
Change-19 (-1%)
Value$60.5K (+$1.3K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares847 from 747
Change+100 (+13%)
Value$30.7K (+$4.5K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares830 from 876
Change-46 (-5%)
Value$30.1K (-$675)
Filed 2026-11-06
IFG Advisory, LLC
INCREASED
Shares646 from 476
Change+170 (+36%)
Value$23.4K (+$6.7K)
Filed 2026-11-09
Birch Financial Group, LLC
NEW
Shares604
Change+604
Value$21.9K
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$16.2K (+$513)
Filed 2026-10-26
Buck Wealth Strategies, LLC
DECREASED
Shares415 from 476
Change-61 (-13%)
Value$15.0K (-$1.7K)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares363 from 345
Change+18 (+5%)
Value$13.2K (+$1.0K)
Filed 2026-10-14
West Branch Capital LLC
NEW
Shares272
Change+272
Value$9.9K
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares181 from 140
Change+41 (+29%)
Value$6.6K (+$1.6K)
Filed 2026-10-16
Portfolio Resources Advisor Group, Inc.
NEW
Shares67
Change+67
Value$2.4K
Filed 2026-10-20
Key Capital Management, Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.5K (+$47)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 438
Change-438 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 153
Change-153 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-26
Envestnet Asset Management Inc
N/A
Shares— from 3,052,109
Change-3,052,109 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,453,690
Change-1,453,690 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 588,537
Change-588,537 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 200,317
Change-200,317 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 160,239
Change-160,239 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 94,809
Change-94,809 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 70,384
Change-70,384 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 69,669
Change-69,669 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 67,752
Change-67,752 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 48,656
Change-48,656 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 40,110
Change-40,110 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 37,950
Change-37,950 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,547
Change-37,547 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,754
Change-35,754 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 31,479
Change-31,479 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 31,291
Change-31,291 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,465
Change-28,465 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 25,700
Change-25,700 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,062
Change-24,062 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,615
Change-20,615 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,931
Change-17,931 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,091
Change-17,091 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,704
Change-15,704 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,043
Change-14,043 (-100%)
Value—
&partners
N/A
Shares— from 13,669
Change-13,669 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,068
Change-12,068 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 11,932
Change-11,932 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,880
Change-11,880 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 10,417
Change-10,417 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,909
Change-9,909 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,056
Change-8,056 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,923
Change-7,923 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,390
Change-7,390 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
EFG International AG
N/A
Shares— from 654
Change-654 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 330
Change-330 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 149
Change-149 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 76
Change-76 (-100%)
Value—
Status
LPL Financial LLC
INCREASED888,296851,858+36,438+4%$29.9M$32.2M+$2.3M2026-11-06
Park Avenue Securities LLC
INCREASED300,755290,840+9,915+3%$10.2M$10.9M+$694.0K2026-10-26
Lido Advisors, LLC
DECREASED267,832268,168-3360%$9.4M$9.7M+$296.2K2026-11-04
eCIO, Inc.
INCREASED156,178135,346+20,832+15%$4.8M$5.7M+$995.3K2026-11-02
Thrivent Financial for Lutherans
NEW87,909—+87,909——$3.2M—2026-11-05
Commonwealth Equity Services, LLC
DECREASED78,34380,304-1,961-2%$2.8M$2.8M+$21.2K2026-11-02
Assetmark, Inc
DECREASED74,07075,086-1,016-1%$2.6M$2.7M+$49.5K2026-10-21
Archer Investment Management, LLC
DECREASED69,54573,379-3,834-5%$2.6M$2.5M-$54.6K2026-10-13
Creative Planning
DECREASED63,81968,107-4,288-6%$2.4M$2.3M-$77.2K2026-11-02
Avise Financial Cooperative, Inc.
DECREASED62,32262,462-1400%$2.2M$2.3M+$66.8K2026-11-09
Vise Technologies, Inc.
NEW48,964—+48,964——$1.8M—2026-10-29
Affiance Financial, LLC
INCREASED43,73841,937+1,801+4%$1.5M$1.6M+$113.6K2026-10-15
Perigon Wealth Management, LLC
DECREASED43,68251,686-8,004-15%$1.8M$1.6M-$230.8K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED42,50441,596+908+2%$1.5M$1.5M+$81.0K2026-11-02
Merit Financial Group, LLC
INCREASED41,48040,336+1,144+3%$1.4M$1.5M+$87.9K2026-11-06
Bank of New York Mellon Corp
INCREASED38,73835,879+2,859+8%$1.3M$1.4M+$144.9K2026-11-05
WestHill Financial Advisors, Inc.
NEW37,996—+37,996——$1.4M—2026-10-14
Sharkey, Howes & Javer
INCREASED37,92437,712+212+1%$1.3M$1.4M+$51.1K2026-10-22
Horst & Graben Wealth Management LLC
DECREASED35,37039,669-4,299-11%$1.4M$1.3M-$119.0K2026-11-02
SigFig Wealth Management, LLC
DECREASED32,41132,519-1080%$1.1M$1.2M+$32.0K2026-10-07
Gerber Kawasaki Wealth & Investment Management
INCREASED19,26817,717+1,551+9%$622.1K$698.7K+$76.6K2026-10-29
MGO One Seven LLC
INCREASED19,12219,010+112+1%$667.4K$693.3K+$25.9K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED19,04421,624-2,580-12%$772.9K$700.1K-$72.9K2026-10-13
Farther Finance Advisors, LLC
DECREASED18,56519,292-727-4%$677.3K$673.2K-$4.2K2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED18,36518,048+317+2%$633.7K$665.9K+$32.3K2026-10-21
RFG Advisory, LLC
INCREASED16,68516,623+62+0%$583.6K$605.0K+$21.4K2026-11-03
Sagespring Wealth Partners, LLC
DECREASED16,05016,425-375-2%$576.7K$582.0K+$5.3K2026-10-22
Diversify Advisory Services, LLC
INCREASED13,7599,030+4,729+52%$323.4K$513.5K+$190.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED13,7599,030+4,729+52%$323.4K$513.5K+$190.1K2026-10-20
Skyline Advisors, Inc.
NEW13,096—+13,096——$474.9K—2026-11-03
Concurrent Investment Advisors, LLC
DECREASED12,70412,862-158-1%$451.6K$460.6K+$9.1K2026-10-16
Cassaday & Co Wealth Management LLC
DECREASED12,31312,566-253-2%$441.2K$446.5K+$5.3K2026-10-27
Zenith Solutions, Inc.
NEW12,221—+12,221——$443.1K—2026-10-19
Kestra Private Wealth Services, LLC
DECREASED10,97411,493-519-5%$403.5K$397.9K-$5.6K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED10,85311,350-497-4%$398.5K$393.5K-$5.0K2026-11-04
Lifelong Wealth Advisors, Inc.
UNCHANGED10,82710,82700%$380.1K$392.6K+$12.5K2026-10-19
RCS Financial Planning, LLC
INCREASED10,0118,964+1,047+12%$314.7K$363.0K+$48.3K2026-10-14
One Wealth Capital Management, LLC
DECREASED9,16112,183-3,022-25%$427.7K$332.2K-$95.6K2026-10-23
Fiduciary Financial Group, LLC
DECREASED9,0799,673-594-6%$339.6K$329.2K-$10.4K2026-10-13
Navigation Group, LLC
INCREASED8,9578,856+101+1%$310.9K$324.8K+$13.8K2026-10-28
Theory Financial LLC
DECREASED8,9189,408-490-5%$330.3K$323.4K-$6.9K2026-11-09
Kestra Advisory Services, LLC
NEW8,322—+8,322——$301.8K—2026-11-02
EQ LLC
DECREASED8,1528,190-380%$287.5K$295.6K+$8.1K2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED7,9427,702+240+3%$270.4K$288.0K+$17.5K2026-11-03
Cornerstone Planning Group LLC
DECREASED7,9298,068-139-2%$287.0K$293.1K+$6.2K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
NEW7,789—+7,789——$282.4K—2026-10-13
LexAurum Advisors, LLC
DECREASED7,39218,932-11,540-61%$664.7K$268.0K-$396.7K2026-10-19
Traveka Wealth, LLC
DECREASED6,4276,487-60-1%$227.8K$233.0K+$5.3K2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED6,3376,451-114-2%$226.5K$229.8K+$3.3K2026-10-20
Advisor OS, LLC
INCREASED6,2576,233+24+0%$218.9K$226.9K+$8.0K2026-11-03
Focus Financial Network, Inc.
DECREASED6,2396,282-43-1%$220.6K$226.2K+$5.7K2026-10-14
Truist Financial Corp
DECREASED5,9996,559-560-9%$230.3K$217.5K-$12.8K2026-10-30
Wealthgarden F.S. LLC
DECREASED5,9736,119-146-2%$214.8K$216.6K+$1.7K2026-11-09
Cypress Wealth Services, LLC
INCREASED5,9185,767+151+3%$202.5K$217.8K+$15.3K2026-10-21
Maia Wealth LLC
NEW5,816—+5,816——$210.9K—2026-10-19
Trilogy Capital Inc.
DECREASED5,6735,773-100-2%$202.7K$205.7K+$3.0K2026-10-20
Bison Wealth, LLC
DECREASED5,5935,625-32-1%$200.2K$207.9K+$7.7K2026-10-13
Gen-Wealth Partners Inc
DECREASED5,1745,678-504-9%$199.4K$187.6K-$11.7K2026-11-04
Larson Financial Group LLC
INCREASED3,2573,102+155+5%$108.9K$118.1K+$9.2K2026-11-05
CoreCap Advisors, LLC
INCREASED3,2211,737+1,484+85%$60.8K$116.8K+$56.0K2026-10-08
Harbour Investments, Inc.
DECREASED3,0473,053-60%$107.2K$110.5K+$3.3K2026-11-09
Addison Advisors LLC
DECREASED2,8153,045-230-8%$106.9K$102.1K-$4.8K2026-11-06
Rossby Financial, LCC
INCREASED2,365720+1,645+228%$25.3K$85.8K+$60.5K2026-11-05
JFS Wealth Advisors, LLC
DECREASED2,1842,394-210-9%$84.1K$79.2K-$4.9K2026-11-03
Fifth Third Bancorp
DECREASED2,0472,199-152-7%$77.2K$74.2K-$3.0K2026-11-05
StrongBox Wealth, LLC
INCREASED1,8151,699+116+7%$59.7K$65.8K+$6.2K2026-11-02
Creative Financial Designs Inc
INCREASED1,71691+1,625+1786%$3.2K$62.2K+$59.0K2026-11-04
Physician Wealth Advisors, Inc.
DECREASED1,6691,688-19-1%$59.3K$60.5K+$1.3K2026-10-20
Parallel Advisors, LLC
INCREASED847747+100+13%$26.2K$30.7K+$4.5K2026-11-03
PNC Financial Services Group, Inc.
DECREASED830876-46-5%$30.8K$30.1K-$6752026-11-06
IFG Advisory, LLC
INCREASED646476+170+36%$16.7K$23.4K+$6.7K2026-11-09
Birch Financial Group, LLC
NEW604—+604——$21.9K—2026-10-27
First Bancorp, Inc
UNCHANGED44644600%$15.7K$16.2K+$5132026-10-26
Buck Wealth Strategies, LLC
DECREASED415476-61-13%$16.7K$15.0K-$1.7K2026-10-28
Mather Group, Llc.
INCREASED363345+18+5%$12.1K$13.2K+$1.0K2026-10-14
West Branch Capital LLC
NEW272—+272——$9.9K—2026-10-20
IFP Advisors, Inc
INCREASED181140+41+29%$4.9K$6.6K+$1.6K2026-10-16
Portfolio Resources Advisor Group, Inc.
NEW67—+67——$2.4K—2026-10-20
Key Capital Management, Inc
UNCHANGED414100%$1.4K$1.5K+$472026-11-03
NBT Bank, N.A.
CLOSED0438-438-100%$15.4K$0-$15.4K2026-10-21
Commonwealth Retirement Investments LLC
CLOSED0153-153-100%$5.4K$0-$5.4K2026-10-26
Envestnet Asset Management Inc
N/A—3,052,109-3,052,109-100%$107.2M———
JPMorgan Chase & Co
N/A—1,453,690-1,453,690-100%$51.1M———
Envestnet Portfolio Solutions, Inc.
N/A—588,537-588,537-100%$20.7M———
Cetera Investment Advisers
N/A—200,317-200,317-100%$7.0M———
MML Investors Services, LLC
N/A—160,239-160,239-100%$5.6M———
Janney Montgomery Scott LLC
N/A—94,809-94,809-100%$3.3M———
GeoWealth Management, LLC
N/A—70,384-70,384-100%$2.5M———
Royal Bank of Canada
N/A—69,669-69,669-100%$2.4M———
SageView Advisory Group, LLC
N/A—67,752-67,752-100%$2.4M———
One Wealth Advisors, LLC
N/A—48,656-48,656-100%$1.7M———
United Capital Financial Advisors, LLC
N/A—40,110-40,110-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—37,950-37,950-100%$1.3M———
Susquehanna International Group, LLP
N/A—37,547-37,547-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—35,754-35,754-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—31,479-31,479-100%$1.1M———
Davis Wealth Advisors, LLC
N/A—31,291-31,291-100%$1.1M———
Citadel Advisors LLC
N/A—28,465-28,465-100%$999.4K———
Steward Partners Investment Advisory, LLC
N/A—25,700-25,700-100%$902.3K———
HighTower Advisors, LLC
N/A—24,062-24,062-100%$844.8K———
Raymond James Financial Inc
N/A—20,615-20,615-100%$723.8K———
Cerity Partners LLC
N/A—17,931-17,931-100%$629.6K———
Advisory Services Network, LLC
N/A—17,091-17,091-100%$600.1K———
Mercer Global Advisors Inc
N/A—15,704-15,704-100%$551.4K———
Regal Investment Advisors LLC
N/A—15,187-15,187-100%$533.2K———
Integrated Wealth Concepts LLC
N/A—14,043-14,043-100%$493.0K———
&partners
N/A—13,669-13,669-100%$479.9K———
Snowden Capital Advisors LLC
N/A—12,667-12,667-100%$444.7K———
Osaic Holdings, Inc.
N/A—12,068-12,068-100%$423.8K———
Keystone Financial Services
N/A—11,932-11,932-100%$418.9K———
World Investment Advisors
N/A—11,880-11,880-100%$378.2K———
Wealth Alliance, LLC
N/A—10,417-10,417-100%$365.7K———
Gateway Wealth Partners, LLC
N/A—9,909-9,909-100%$347.9K———
LifePlan Investment Advisors, Inc.
N/A—9,873-9,873-100%$346.6K———
MA Private Wealth
N/A—8,716-8,716-100%$306.0K———
Savvy Advisors, Inc.
N/A—8,056-8,056-100%$282.8K———
Pathstone Holdings, LLC
N/A—7,923-7,923-100%$278.2K———
Capital Analysts, LLC
N/A—7,390-7,390-100%$259.0K———
MJP Associates Inc
N/A—6,233-6,233-100%$218.9K———
AE Wealth Management LLC
N/A—6,062-6,062-100%$212.9K———
CreativeOne Wealth, LLC
N/A—5,875-5,875-100%$206.3K———
Transamerica Financial Advisors, LLC
N/A—3,119-3,119-100%$109.5K———
Tower Research Capital LLC (TRC)
N/A—3,104-3,104-100%$109.0K———
Global Retirement Partners, LLC
N/A—2,334-2,334-100%$81.9K———
Founders Financial Alliance, LLC
N/A—1,858-1,858-100%$65.2K———
Continuum Advisory, LLC
N/A—1,313-1,313-100%$46.1K———
BlackRock, Inc.
N/A—1,309-1,309-100%$46.0K———
UBS Group AG
N/A—1,278-1,278-100%$44.9K———
FMR LLC
N/A—1,210-1,210-100%$42.5K———
SOA Wealth Advisors, Llc.
N/A—1,065-1,065-100%$37.4K———
EFG International AG
N/A—654-654-100%$23.0K———
Aptus Capital Advisors, LLC
N/A—621-621-100%$21.8K———
Godfrey Financial Associates, Inc.
N/A—406-406-100%$14.3K———
Oakmont Advisory Group, LLC
N/A—344-344-100%$12.1K———
WealthShield Partners, LLC
N/A—333-333-100%$11.7K———
Wells Fargo & Company
N/A—330-330-100%$11.6K———
Kilter Group LLC
N/A—286-286-100%$10.0K———
Jones Financial Companies Lllp
N/A—149-149-100%$5.3K———
O'shaughnessy Asset Management, LLC
N/A—99-99-100%$3.5K———
Northwestern Mutual Wealth Management Co
N/A—76-76-100%$2.7K———
Showing 140 of 140 institutions