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Ishares Ibonds DEC 2032 TC (IBDX)

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
Shares3,662,590 from 3,505,410
Change+157,180 (+4%)
Value$88.2M (-$142.7K)
Filed 2026-10-22
Sigma Investment Counselors Inc
DECREASED
Shares1,532,902 from 1,585,690
Change-52,788 (-3%)
Value$36.9M (-$3.0M)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares1,335,882 from 1,175,446
Change+160,436 (+14%)
Value$32.2M (+$2.5M)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares952,081 from 908,163
Change+43,918 (+5%)
Value$22.9M (+$40.0K)
Filed 2026-11-05
Cowa, LLC
INCREASED
Shares908,935 from 774,107
Change+134,828 (+17%)
Value$21.9M (+$2.4M)
Filed 2026-10-30
HighTower Advisors, LLC
INCREASED
Shares866,711 from 860,425
Change+6,286 (+1%)
Value$20.9M (-$812.4K)
Filed 2026-11-10
MV Capital Management, Inc.
DECREASED
Shares753,185 from 774,005
Change-20,820 (-3%)
Value$18.1M (-$1.4M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares639,009 from 563,924
Change+75,085 (+13%)
Value$15.4M (+$1.2M)
Filed 2026-11-06
Arrow Financial Corp
DECREASED
Shares625,745 from 630,882
Change-5,137 (-1%)
Value$15.1M (-$830.2K)
Filed 2026-10-26
Ironwood Financial, llc
INCREASED
Shares574,408 from 464,902
Change+109,506 (+24%)
Value$13.8M (+$2.3M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares559,192 from 528,252
Change+30,940 (+6%)
Value$13.5M (+$153.1K)
Filed 2026-11-02
PFG Private Wealth Management, LLC
INCREASED
Shares510,636 from 507,215
Change+3,421 (+1%)
Value$12.3M (-$485.7K)
Filed 2026-10-15
Probity Advisors, Inc.
INCREASED
Shares491,768 from 415,729
Change+76,039 (+18%)
Value$11.8M (+$1.4M)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
INCREASED
Shares410,145 from 402,635
Change+7,510 (+2%)
Value$9.9M (-$270.2K)
Filed 2026-10-20
Cornerstone Planning, LLC
INCREASED
Shares383,913 from 379,908
Change+4,005 (+1%)
Value$9.6M (-$9.5K)
Filed 2026-10-27
First International Bank of Israel Ltd.
NEW
Shares361,754
Change+361,754
Value$8.7M
Filed 2026-11-04
Guidance Point Advisors, LLC
INCREASED
Shares346,544 from 325,556
Change+20,988 (+6%)
Value$8.3M (+$140.6K)
Filed 2026-10-15
Howland Capital Management LLC
INCREASED
Shares319,477 from 252,860
Change+66,617 (+26%)
Value$7.7M (+$1.3M)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares317,619 from 266,516
Change+51,103 (+19%)
Value$7.6M (+$931.5K)
Filed 2026-11-03
Members Wealth LLC
NEW
Shares295,459
Change+295,459
Value$7.1M
Filed 2026-10-20
MB, Levis & Associates, LLC
DECREASED
Shares281,695 from 527,546
Change-245,851 (-47%)
Value$6.8M (-$6.5M)
Filed 2026-10-16
Lyell Wealth Management, LP
INCREASED
Shares281,185 from 266,910
Change+14,275 (+5%)
Value$6.8M (+$44.7K)
Filed 2026-10-30
MCF Advisors LLC
INCREASED
Shares270,055 from 257,910
Change+12,145 (+5%)
Value$6.5M (+$3.5K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares255,472 from 252,548
Change+2,924 (+1%)
Value$6.1M (-$212.5K)
Filed 2026-10-16
Peloton Wealth Strategists
INCREASED
Shares254,250 from 184,250
Change+70,000 (+38%)
Value$6.1M (+$1.5M)
Filed 2026-11-09
4Thought Financial Group Inc.
INCREASED
Shares250,886 from 250,276
Change+610 (+0%)
Value$6.0M (-$265.6K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares229,523 from 245,637
Change-16,114 (-7%)
Value$5.5M (-$663.0K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
INCREASED
Shares223,033 from 168,450
Change+54,583 (+32%)
Value$5.4M (+$1.1M)
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares222,576 from 219,930
Change+2,646 (+1%)
Value$5.4M (-$180.4K)
Filed 2026-10-13
Praetorian Wealth Management, Inc.
INCREASED
Shares218,644 from 197,602
Change+21,042 (+11%)
Value$5.3M (+$285.2K)
Filed 2026-10-16
Marathon Mission, Inc.
INCREASED
Shares213,473 from 208,786
Change+4,687 (+2%)
Value$5.1M (-$121.0K)
Filed 2026-10-01
Glenview Trust Co
INCREASED
Shares203,561 from 174,361
Change+29,200 (+17%)
Value$4.9M (+$507.6K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares177,647 from 95,131
Change+82,516 (+87%)
Value$4.3M (+$1.9M)
Filed 2026-11-05
Quantum Financial Advisors, LLC
INCREASED
Shares162,177 from 123,915
Change+38,262 (+31%)
Value$3.9M (+$782.2K)
Filed 2026-11-03
Evergreen Private Wealth LLC
INCREASED
Shares151,467 from 145,453
Change+6,014 (+4%)
Value$3.6M (-$18.2K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares150,460 from 123,690
Change+26,770 (+22%)
Value$3.6M (+$505.8K)
Filed 2026-11-02
Rossmore Private Capital
INCREASED
Shares145,695 from 98,416
Change+47,279 (+48%)
Value$3.5M (+$1.0M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares135,491 from 126,162
Change+9,329 (+7%)
Value$3.3M (+$117.1K)
Filed 2026-10-13
Meitav Investment House LTD
INCREASED
Shares124,598 from 104,670
Change+19,928 (+19%)
Value$3.0M (+$359.6K)
Filed 2026-10-28
Adirondack Trust Co
DECREASED
Shares123,765 from 138,162
Change-14,397 (-10%)
Value$3.0M (-$501.1K)
Filed 2026-10-14
Arcataur Capital Management LLC
INCREASED
Shares111,525 from 108,125
Change+3,400 (+3%)
Value$2.7M (-$39.3K)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares109,362 from 66,469
Change+42,893 (+65%)
Value$2.6M (+$958.0K)
Filed 2026-10-14
Roble, Belko & Company, Inc
INCREASED
Shares104,892 from 72,379
Change+32,513 (+45%)
Value$2.5M (+$702.0K)
Filed 2026-11-09
Segment Wealth Management, LLC
INCREASED
Shares103,671 from 97,135
Change+6,536 (+7%)
Value$2.5M (+$48.5K)
Filed 2026-10-26
First National Trust Co
INCREASED
Shares98,412 from 92,160
Change+6,252 (+7%)
Value$2.4M (+$47.3K)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED
Shares93,019 from 88,568
Change+4,451 (+5%)
Value$2.2M (+$7.9K)
Filed 2026-11-03
Associated Banc-Corp
INCREASED
Shares91,055 from 77,631
Change+13,424 (+17%)
Value$2.2M (+$236.2K)
Filed 2026-10-30
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares86,339 from 116,188
Change-29,849 (-26%)
Value$2.1M (-$848.6K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares85,682 from 80,562
Change+5,120 (+6%)
Value$2.1M (+$33.0K)
Filed 2026-10-16
Archford Capital Strategies, LLC
DECREASED
Shares77,617 from 80,541
Change-2,924 (-4%)
Value$1.9M (-$160.6K)
Filed 2026-10-19
10Elms LLP
INCREASED
Shares74,842 from 64,472
Change+10,370 (+16%)
Value$1.8M (+$177.4K)
Filed 2026-11-06
Coldstream Capital Management Inc
INCREASED
Shares67,160 from 53,736
Change+13,424 (+25%)
Value$1.6M (+$262.9K)
Filed 2026-11-09
Oppenheimer & Co Inc
DECREASED
Shares66,642 from 66,787
Change-145 (0%)
Value$1.6M (-$78.3K)
Filed 2026-10-26
Absolute Capital Management, LLC
DECREASED
Shares66,180 from 77,924
Change-11,744 (-15%)
Value$1.6M (-$370.0K)
Filed 2026-10-16
Wilkins Miller Wealth Management, LLC
DECREASED
Shares60,599 from 62,568
Change-1,969 (-3%)
Value$1.5M (-$117.5K)
Filed 2026-10-13
NovaPoint Capital, LLC
INCREASED
Shares58,491 from 54,642
Change+3,849 (+7%)
Value$1.4M (+$31.4K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares57,200
Change+57,200
Value$1.4M
Filed 2026-10-27
Chesley Taft & Associates LLC
UNCHANGED
Shares56,900 from 56,900
Change0 (0%)
Value$1.4M (-$63.7K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares53,229 from 49,760
Change+3,469 (+7%)
Value$1.3M (+$27.8K)
Filed 2026-10-13
Great Diamond Partners, LLC
INCREASED
Shares51,765 from 24,805
Change+26,960 (+109%)
Value$1.2M (+$621.1K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares51,390 from 40,050
Change+11,340 (+28%)
Value$1.2M (+$228.1K)
Filed 2026-11-05
Hamel Associates, Inc.
INCREASED
Shares51,215 from 32,285
Change+18,930 (+59%)
Value$1.2M (+$419.5K)
Filed 2026-11-06
Breachway Investments LLC
INCREASED
Shares50,180 from 30,850
Change+19,330 (+63%)
Value$1.2M (+$430.7K)
Filed 2026-10-19
Venture Visionary Partners LLC
INCREASED
Shares49,595 from 48,839
Change+756 (+2%)
Value$1.2M (-$36.5K)
Filed 2026-10-07
Beacon Financial Group
DECREASED
Shares48,438 from 50,126
Change-1,688 (-3%)
Value$1.2M (-$96.8K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares48,240 from 35,048
Change+13,192 (+38%)
Value$1.2M (+$278.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares47,468 from 49,385
Change-1,917 (-4%)
Value$1.1M (-$101.5K)
Filed 2026-11-05
Montecito Bank & Trust
INCREASED
Shares45,943 from 44,419
Change+1,524 (+3%)
Value$1.1M (-$13.1K)
Filed 2026-10-01
Princeton Global Asset Management LLC
INCREASED
Shares45,931 from 45,050
Change+881 (+2%)
Value$1.1M (-$29.3K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
INCREASED
Shares44,445 from 40,295
Change+4,150 (+10%)
Value$1.1M (+$54.8K)
Filed 2026-10-15
Little House Capital LLC
INCREASED
Shares43,532 from 40,189
Change+3,343 (+8%)
Value$1.0M (+$35.5K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares42,938 from 40,218
Change+2,720 (+7%)
Value$1.0M (+$24.5K)
Filed 2026-10-09
Sonata Capital Group Inc
INCREASED
Shares38,572 from 38,355
Change+217 (+1%)
Value$928.4K (-$37.7K)
Filed 2026-10-19
Romano Brothers and Company
INCREASED
Shares38,242 from 27,951
Change+10,291 (+37%)
Value$920.5K (+$216.4K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares36,905 from 20,477
Change+16,428 (+80%)
Value$888.3K (+$372.5K)
Filed 2026-11-06
Gradient Capital Advisors, LLC
UNCHANGED
Shares34,329 from 34,329
Change0 (0%)
Value$826.3K (-$38.4K)
Filed 2026-10-21
Redw Wealth LLC
DECREASED
Shares33,913 from 37,673
Change-3,760 (-10%)
Value$816.3K (-$132.7K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares33,185 from 28,841
Change+4,344 (+15%)
Value$798.8K (+$72.3K)
Filed 2026-11-06
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares30,531 from 22,042
Change+8,489 (+39%)
Value$734.9K (+$179.6K)
Filed 2026-10-19
XML Financial, LLC
INCREASED
Shares30,167 from 21,806
Change+8,361 (+38%)
Value$726.1K (+$176.8K)
Filed 2026-10-29
Focused Alpha, LLC
INCREASED
Shares28,977 from 27,979
Change+998 (+4%)
Value$697.5K (-$7.3K)
Filed 2026-10-20
Belpointe Asset Management LLC
INCREASED
Shares28,849 from 27,828
Change+1,021 (+4%)
Value$694.4K (-$6.6K)
Filed 2026-11-09
Sterling Investment Advisors, Ltd.
DECREASED
Shares28,525 from 30,025
Change-1,500 (-5%)
Value$686.6K (-$69.7K)
Filed 2026-10-27
Fort Washington Investment Advisors Inc
UNCHANGED
Shares28,447 from 28,447
Change0 (0%)
Value$684.7K (-$31.9K)
Filed 2026-10-15
Aspen Wealth Management LLC
UNCHANGED
Shares26,556 from 26,556
Change0 (0%)
Value$639.2K (-$29.7K)
Filed 2026-10-14
First Interstate Bank
DECREASED
Shares26,476 from 34,983
Change-8,507 (-24%)
Value$637.3K (-$243.9K)
Filed 2026-10-23
Moneco Advisors, LLC
NEW
Shares25,492
Change+25,492
Value$613.6K
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares25,115 from 13,483
Change+11,632 (+86%)
Value$604.5K (+$264.9K)
Filed 2026-10-29
DecisionMap Wealth Management, LLC
UNCHANGED
Shares24,903 from 24,903
Change0 (0%)
Value$599.4K (-$27.9K)
Filed 2026-10-29
Sowell Financial Services LLC
INCREASED
Shares24,887 from 21,825
Change+3,062 (+14%)
Value$599.0K (+$49.3K)
Filed 2026-10-23
Prosperity Planning, Inc.
NEW
Shares21,950
Change+21,950
Value$528.3K
Filed 2026-10-09
Leavell Investment Management, Inc.
INCREASED
Shares21,880 from 19,430
Change+2,450 (+13%)
Value$526.7K (+$37.2K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
INCREASED
Shares21,841 from 21,188
Change+653 (+3%)
Value$525.7K (-$8.0K)
Filed 2026-11-06
Sarver Vrooman Wealth Advisors
DECREASED
Shares21,314 from 21,462
Change-148 (-1%)
Value$513.0K (-$25.3K)
Filed 2026-10-01
Freestone Capital Holdings, LLC
DECREASED
Shares21,129 from 24,709
Change-3,580 (-14%)
Value$508.6K (-$113.8K)
Filed 2026-11-09
Daviman Financial, LLC
INCREASED
Shares20,376 from 15,681
Change+4,695 (+30%)
Value$490.4K (+$95.4K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares19,676 from 24,946
Change-5,270 (-21%)
Value$473.6K (-$154.8K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares18,601 from 13,370
Change+5,231 (+39%)
Value$447.7K (+$110.9K)
Filed 2026-11-06
Redwood Financial Network Corp
INCREASED
Shares18,411 from 17,577
Change+834 (+5%)
Value$443.1K (+$372)
Filed 2026-11-03
Creative Planning
DECREASED
Shares18,006 from 22,338
Change-4,332 (-19%)
Value$433.4K (-$129.3K)
Filed 2026-11-02
Bank of New Hampshire
INCREASED
Shares16,430 from 12,430
Change+4,000 (+32%)
Value$395.5K (+$82.4K)
Filed 2026-10-06
Addison Advisors LLC
INCREASED
Shares15,977 from 12,115
Change+3,862 (+32%)
Value$384.6K (+$79.4K)
Filed 2026-11-06
1900 Wealth Management LLC
INCREASED
Shares15,737 from 8,938
Change+6,799 (+76%)
Value$378.8K (+$153.6K)
Filed 2026-10-13
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares15,645 from 15,385
Change+260 (+2%)
Value$376.6K (-$11.0K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares14,980 from 14,736
Change+244 (+2%)
Value$363.0K (-$3.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares14,980 from 14,736
Change+244 (+2%)
Value$363.0K (-$3.3K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
INCREASED
Shares14,725 from 14,025
Change+700 (+5%)
Value$354.4K (+$1.1K)
Filed 2026-10-26
Foundation Wealth Management, LLC
INCREASED
Shares14,312 from 10,631
Change+3,681 (+35%)
Value$344.5K (+$76.7K)
Filed 2026-10-22
James Investment Research, Inc.
UNCHANGED
Shares14,068 from 14,068
Change0 (0%)
Value$338.6K (-$15.8K)
Filed 2026-10-22
Weaver Consulting Group
NEW
Shares13,650
Change+13,650
Value$328.6K
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares13,138 from 12,869
Change+269 (+2%)
Value$316.2K (-$7.9K)
Filed 2026-11-06
Yoder Wealth Management, Inc.
NEW
Shares13,000
Change+13,000
Value$312.9K
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares12,998 from 11,552
Change+1,446 (+13%)
Value$312.9K (+$20.9K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares12,409 from 12,383
Change+26 (+0%)
Value$298.7K (-$13.2K)
Filed 2026-10-30
Berkshire Money Management, Inc.
UNCHANGED
Shares12,288 from 12,288
Change0 (0%)
Value$295.8K (-$13.8K)
Filed 2026-10-21
Nestegg Advisors, Inc.
DECREASED
Shares12,225 from 12,782
Change-557 (-4%)
Value$294.3K (-$27.7K)
Filed 2026-10-21
Gratus Wealth Advisors, LLC
NEW
Shares12,152
Change+12,152
Value$292.5K
Filed 2026-10-26
Great Valley Advisor Group, Inc.
INCREASED
Shares12,053 from 11,909
Change+144 (+1%)
Value$290.1K (-$9.9K)
Filed 2026-11-09
Beaumont Asset Management, L.L.C.
NEW
Shares11,703
Change+11,703
Value$281.7K
Filed 2026-10-16
Schmidt P J Investment Management Inc
NEW
Shares11,297
Change+11,297
Value$271.9K
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares10,979 from 10,974
Change+5 (+0%)
Value$264.3K (-$12.2K)
Filed 2026-10-29
Cooper S Advisors, LLC
UNCHANGED
Shares10,407 from 10,407
Change0 (0%)
Value$250.5K (-$11.7K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares10,324 from 18,283
Change-7,959 (-44%)
Value$248.5K (-$212.1K)
Filed 2026-10-08
Naples Global Advisors, LLC
DECREASED
Shares10,130 from 10,590
Change-460 (-4%)
Value$243.8K (-$22.9K)
Filed 2026-11-05
Nwam LLC
INCREASED
Shares10,038 from 9,925
Change+113 (+1%)
Value$241.6K (-$8.4K)
Filed 2026-11-09
Journey Advisory Group, LLC
UNCHANGED
Shares9,700 from 9,700
Change0 (0%)
Value$233.5K (-$10.9K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares9,686 from 7,974
Change+1,712 (+21%)
Value$233.1K (+$32.3K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares9,569
Change+9,569
Value$230.3K
Filed 2026-10-30
Madrid Wealth Management, LLC
UNCHANGED
Shares9,514 from 9,514
Change0 (0%)
Value$229.0K (-$10.7K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
INCREASED
Shares9,458 from 9,455
Change+3 (+0%)
Value$227.7K (-$10.5K)
Filed 2026-10-21
Welch & Forbes LLC
NEW
Shares9,000
Change+9,000
Value$216.6K
Filed 2026-11-04
Hyposwiss Advisors SA
UNCHANGED
Shares8,425 from 8,425
Change0 (0%)
Value$202.8K (-$9.4K)
Filed 2026-10-26
Hendershot Investments Inc.
UNCHANGED
Shares8,156 from 8,156
Change0 (0%)
Value$196.3K (-$9.1K)
Filed 2026-11-05
First Premier Bank
NEW
Shares8,055
Change+8,055
Value$194.0K
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares6,119 from 2,000
Change+4,119 (+206%)
Value$147.3K (+$96.9K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares4,603 from 4,595
Change+8 (+0%)
Value$110.8K (-$5.0K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares3,500
Change+3,500
Value$84.2K
Filed 2026-11-03
CNB Bank
UNCHANGED
Shares3,256 from 3,256
Change0 (0%)
Value$78.4K (-$3.6K)
Filed 2026-11-09
Rossby Financial, LCC
INCREASED
Shares3,009 from 2,575
Change+434 (+17%)
Value$72.4K (+$7.5K)
Filed 2026-11-05
High Note Wealth, LLC
NEW
Shares2,533
Change+2,533
Value$61.0K
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares2,272
Change+2,272
Value$54.7K
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$48.5K (-$2.3K)
Filed 2026-10-21
Y.D. More Investments Ltd
NEW
Shares2,000
Change+2,000
Value$48.1K
Filed 2026-11-02
Trust Co
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$47.8K (-$2.2K)
Filed 2026-10-09
Signaturefd, LLC
UNCHANGED
Shares1,987 from 1,987
Change0 (0%)
Value$47.8K (-$2.2K)
Filed 2026-10-23
Clearstead Trust, LLC
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$45.7K (-$2.1K)
Filed 2026-11-06
Eastern Bank
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$40.9K (-$1.9K)
Filed 2026-10-05
United Community Bank
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$36.6K (-$1.7K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$27.8K (-$1.3K)
Filed 2026-11-03
J. R. Prunier Capital Management LLC
INCREASED
Shares973 from 967
Change+6 (+1%)
Value$23.4K (-$948)
Filed 2026-11-09
Blue Trust, Inc.
NEW
Shares862
Change+862
Value$20.7K
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$21.4K ($0)
Filed 2026-11-06
Barclays PLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$19.4K (-$902)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares603 from 596
Change+7 (+1%)
Value$14.5K (-$494)
Filed 2026-11-09
Key FInancial Inc
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$13.6K (-$632)
Filed 2026-11-02
NBH Bank
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$5.4K (-$253)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares64
Change+64
Value$1.5K
Filed 2026-10-21
Gryphon Financial Partners LLC
CLOSED
Shares0 from 17,775
Change-17,775 (-100%)
Value$0 (-$447.8K)
Filed 2026-11-04
CGN Advisors LLC
CLOSED
Shares0 from 8,377
Change-8,377 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-21
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 7,984
Change-7,984 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-06
Fairway Wealth LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$36.3K)
Filed 2026-10-30
Aptus Capital Advisors, LLC
N/A
Shares— from 6,456,747
Change-6,456,747 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,089,226
Change-3,089,226 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,822,834
Change-2,822,834 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,594,159
Change-2,594,159 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,565,607
Change-2,565,607 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,345,144
Change-1,345,144 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,208,903
Change-1,208,903 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,161,884
Change-1,161,884 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,160,179
Change-1,160,179 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,064,868
Change-1,064,868 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,005,519
Change-1,005,519 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 943,449
Change-943,449 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 876,466
Change-876,466 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 859,918
Change-859,918 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 527,541
Change-527,541 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 478,378
Change-478,378 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 380,552
Change-380,552 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 297,905
Change-297,905 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 245,933
Change-245,933 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 193,616
Change-193,616 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 181,414
Change-181,414 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 180,265
Change-180,265 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 165,231
Change-165,231 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 164,660
Change-164,660 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 152,965
Change-152,965 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 149,251
Change-149,251 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 141,341
Change-141,341 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 132,767
Change-132,767 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 132,540
Change-132,540 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 113,325
Change-113,325 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 113,199
Change-113,199 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 101,538
Change-101,538 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 100,098
Change-100,098 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 96,344
Change-96,344 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 92,782
Change-92,782 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 89,169
Change-89,169 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 88,182
Change-88,182 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 80,980
Change-80,980 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 76,618
Change-76,618 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 69,524
Change-69,524 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 62,638
Change-62,638 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 59,937
Change-59,937 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 49,579
Change-49,579 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 40,927
Change-40,927 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 40,503
Change-40,503 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 38,879
Change-38,879 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,665
Change-37,665 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 34,422
Change-34,422 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 34,080
Change-34,080 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 31,230
Change-31,230 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,380
Change-29,380 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 29,049
Change-29,049 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,618
Change-25,618 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 24,859
Change-24,859 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 23,603
Change-23,603 (-100%)
Value—
Summitry LLC
N/A
Shares— from 23,352
Change-23,352 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 21,985
Change-21,985 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 21,615
Change-21,615 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 21,496
Change-21,496 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,040
Change-16,040 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 15,220
Change-15,220 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,215
Change-15,215 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,276
Change-13,276 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,876
Change-11,876 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,514
Change-11,514 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 9,837
Change-9,837 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,747
Change-9,747 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 9,668
Change-9,668 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,461
Change-9,461 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8,545
Change-8,545 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 390
Change-390 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 257
Change-257 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED3,662,5903,505,410+157,180+4%$88.3M$88.2M-$142.7K2026-10-22
Sigma Investment Counselors Inc
DECREASED1,532,9021,585,690-52,788-3%$39.9M$36.9M-$3.0M2026-10-27
Klingman & Associates, LLC
INCREASED1,335,8821,175,446+160,436+14%$29.6M$32.2M+$2.5M2026-10-20
US Bancorp \de\
INCREASED952,081908,163+43,918+5%$22.9M$22.9M+$40.0K2026-11-05
Cowa, LLC
INCREASED908,935774,107+134,828+17%$19.5M$21.9M+$2.4M2026-10-30
HighTower Advisors, LLC
INCREASED866,711860,425+6,286+1%$21.7M$20.9M-$812.4K2026-11-10
MV Capital Management, Inc.
DECREASED753,185774,005-20,820-3%$19.5M$18.1M-$1.4M2026-10-29
LPL Financial LLC
INCREASED639,009563,924+75,085+13%$14.2M$15.4M+$1.2M2026-11-06
Arrow Financial Corp
DECREASED625,745630,882-5,137-1%$15.9M$15.1M-$830.2K2026-10-26
Ironwood Financial, llc
INCREASED574,408464,902+109,506+24%$11.6M$13.8M+$2.3M2026-10-20
Commonwealth Equity Services, LLC
INCREASED559,192528,252+30,940+6%$13.3M$13.5M+$153.1K2026-11-02
PFG Private Wealth Management, LLC
INCREASED510,636507,215+3,421+1%$12.8M$12.3M-$485.7K2026-10-15
Probity Advisors, Inc.
INCREASED491,768415,729+76,039+18%$10.5M$11.8M+$1.4M2026-10-23
Parkway Wealth Management Group, LLC
INCREASED410,145402,635+7,510+2%$10.1M$9.9M-$270.2K2026-10-20
Cornerstone Planning, LLC
INCREASED383,913379,908+4,005+1%$9.6M$9.6M-$9.5K2026-10-27
First International Bank of Israel Ltd.
NEW361,754—+361,754——$8.7M—2026-11-04
Guidance Point Advisors, LLC
INCREASED346,544325,556+20,988+6%$8.2M$8.3M+$140.6K2026-10-15
Howland Capital Management LLC
INCREASED319,477252,860+66,617+26%$6.4M$7.7M+$1.3M2026-10-22
Parallel Advisors, LLC
INCREASED317,619266,516+51,103+19%$6.7M$7.6M+$931.5K2026-11-03
Members Wealth LLC
NEW295,459—+295,459——$7.1M—2026-10-20
MB, Levis & Associates, LLC
DECREASED281,695527,546-245,851-47%$13.3M$6.8M-$6.5M2026-10-16
Lyell Wealth Management, LP
INCREASED281,185266,910+14,275+5%$6.7M$6.8M+$44.7K2026-10-30
MCF Advisors LLC
INCREASED270,055257,910+12,145+5%$6.5M$6.5M+$3.5K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED255,472252,548+2,924+1%$6.4M$6.1M-$212.5K2026-10-16
Peloton Wealth Strategists
INCREASED254,250184,250+70,000+38%$4.6M$6.1M+$1.5M2026-11-09
4Thought Financial Group Inc.
INCREASED250,886250,276+610+0%$6.3M$6.0M-$265.6K2026-11-02
Lido Advisors, LLC
DECREASED229,523245,637-16,114-7%$6.2M$5.5M-$663.0K2026-11-04
Precedent Wealth Partners, LLC
INCREASED223,033168,450+54,583+32%$4.2M$5.4M+$1.1M2026-10-21
Krilogy Financial LLC
INCREASED222,576219,930+2,646+1%$5.5M$5.4M-$180.4K2026-10-13
Praetorian Wealth Management, Inc.
INCREASED218,644197,602+21,042+11%$5.0M$5.3M+$285.2K2026-10-16
Marathon Mission, Inc.
INCREASED213,473208,786+4,687+2%$5.3M$5.1M-$121.0K2026-10-01
Glenview Trust Co
INCREASED203,561174,361+29,200+17%$4.4M$4.9M+$507.6K2026-10-28
Central Trust Co
INCREASED177,64795,131+82,516+87%$2.4M$4.3M+$1.9M2026-11-05
Quantum Financial Advisors, LLC
INCREASED162,177123,915+38,262+31%$3.1M$3.9M+$782.2K2026-11-03
Evergreen Private Wealth LLC
INCREASED151,467145,453+6,014+4%$3.7M$3.6M-$18.2K2026-10-30
Kestra Advisory Services, LLC
INCREASED150,460123,690+26,770+22%$3.1M$3.6M+$505.8K2026-11-02
Rossmore Private Capital
INCREASED145,69598,416+47,279+48%$2.5M$3.5M+$1.0M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED135,491126,162+9,329+7%$3.1M$3.3M+$117.1K2026-10-13
Meitav Investment House LTD
INCREASED124,598104,670+19,928+19%$2.6M$3.0M+$359.6K2026-10-28
Adirondack Trust Co
DECREASED123,765138,162-14,397-10%$3.5M$3.0M-$501.1K2026-10-14
Arcataur Capital Management LLC
INCREASED111,525108,125+3,400+3%$2.7M$2.7M-$39.3K2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED109,36266,469+42,893+65%$1.7M$2.6M+$958.0K2026-10-14
Roble, Belko & Company, Inc
INCREASED104,89272,379+32,513+45%$1.8M$2.5M+$702.0K2026-11-09
Segment Wealth Management, LLC
INCREASED103,67197,135+6,536+7%$2.4M$2.5M+$48.5K2026-10-26
First National Trust Co
INCREASED98,41292,160+6,252+7%$2.3M$2.4M+$47.3K2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED93,01988,568+4,451+5%$2.2M$2.2M+$7.9K2026-11-03
Associated Banc-Corp
INCREASED91,05577,631+13,424+17%$2.0M$2.2M+$236.2K2026-10-30
Paradigm, Strategies in Wealth Management, LLC
DECREASED86,339116,188-29,849-26%$2.9M$2.1M-$848.6K2026-10-16
IFP Advisors, Inc
INCREASED85,68280,562+5,120+6%$2.0M$2.1M+$33.0K2026-10-16
Archford Capital Strategies, LLC
DECREASED77,61780,541-2,924-4%$2.0M$1.9M-$160.6K2026-10-19
10Elms LLP
INCREASED74,84264,472+10,370+16%$1.6M$1.8M+$177.4K2026-11-06
Coldstream Capital Management Inc
INCREASED67,16053,736+13,424+25%$1.4M$1.6M+$262.9K2026-11-09
Oppenheimer & Co Inc
DECREASED66,64266,787-1450%$1.7M$1.6M-$78.3K2026-10-26
Absolute Capital Management, LLC
DECREASED66,18077,924-11,744-15%$2.0M$1.6M-$370.0K2026-10-16
Wilkins Miller Wealth Management, LLC
DECREASED60,59962,568-1,969-3%$1.6M$1.5M-$117.5K2026-10-13
NovaPoint Capital, LLC
INCREASED58,49154,642+3,849+7%$1.4M$1.4M+$31.4K2026-10-22
Laurel Wealth Advisors LLC
NEW57,200—+57,200——$1.4M—2026-10-27
Chesley Taft & Associates LLC
UNCHANGED56,90056,90000%$1.4M$1.4M-$63.7K2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED53,22949,760+3,469+7%$1.3M$1.3M+$27.8K2026-10-13
Great Diamond Partners, LLC
INCREASED51,76524,805+26,960+109%$624.8K$1.2M+$621.1K2026-10-13
Jacobi Capital Management LLC
INCREASED51,39040,050+11,340+28%$1.0M$1.2M+$228.1K2026-11-05
Hamel Associates, Inc.
INCREASED51,21532,285+18,930+59%$813.3K$1.2M+$419.5K2026-11-06
Breachway Investments LLC
INCREASED50,18030,850+19,330+63%$777.1K$1.2M+$430.7K2026-10-19
Venture Visionary Partners LLC
INCREASED49,59548,839+756+2%$1.2M$1.2M-$36.5K2026-10-07
Beacon Financial Group
DECREASED48,43850,126-1,688-3%$1.3M$1.2M-$96.8K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED48,24035,048+13,192+38%$883.0K$1.2M+$278.0K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED47,46849,385-1,917-4%$1.2M$1.1M-$101.5K2026-11-05
Montecito Bank & Trust
INCREASED45,94344,419+1,524+3%$1.1M$1.1M-$13.1K2026-10-01
Princeton Global Asset Management LLC
INCREASED45,93145,050+881+2%$1.1M$1.1M-$29.3K2026-10-21
Cherry Tree Wealth Management, LLC
INCREASED44,44540,295+4,150+10%$1.0M$1.1M+$54.8K2026-10-15
Little House Capital LLC
INCREASED43,53240,189+3,343+8%$1.0M$1.0M+$35.5K2026-11-06
Bullock Wealth Management Group
INCREASED42,93840,218+2,720+7%$1.0M$1.0M+$24.5K2026-10-09
Sonata Capital Group Inc
INCREASED38,57238,355+217+1%$966.2K$928.4K-$37.7K2026-10-19
Romano Brothers and Company
INCREASED38,24227,951+10,291+37%$704.1K$920.5K+$216.4K2026-10-22
Clearstead Advisors, LLC
INCREASED36,90520,477+16,428+80%$515.8K$888.3K+$372.5K2026-11-06
Gradient Capital Advisors, LLC
UNCHANGED34,32934,32900%$864.8K$826.3K-$38.4K2026-10-21
Redw Wealth LLC
DECREASED33,91337,673-3,760-10%$949.0K$816.3K-$132.7K2026-11-02
Valmark Advisers, Inc.
INCREASED33,18528,841+4,344+15%$726.5K$798.8K+$72.3K2026-11-06
Cornell Pochily Investment Advisors, Inc.
INCREASED30,53122,042+8,489+39%$555.2K$734.9K+$179.6K2026-10-19
XML Financial, LLC
INCREASED30,16721,806+8,361+38%$549.3K$726.1K+$176.8K2026-10-29
Focused Alpha, LLC
INCREASED28,97727,979+998+4%$704.8K$697.5K-$7.3K2026-10-20
Belpointe Asset Management LLC
INCREASED28,84927,828+1,021+4%$701.0K$694.4K-$6.6K2026-11-09
Sterling Investment Advisors, Ltd.
DECREASED28,52530,025-1,500-5%$756.3K$686.6K-$69.7K2026-10-27
Fort Washington Investment Advisors Inc
UNCHANGED28,44728,44700%$716.6K$684.7K-$31.9K2026-10-15
Aspen Wealth Management LLC
UNCHANGED26,55626,55600%$668.9K$639.2K-$29.7K2026-10-14
First Interstate Bank
DECREASED26,47634,983-8,507-24%$881.2K$637.3K-$243.9K2026-10-23
Moneco Advisors, LLC
NEW25,492—+25,492——$613.6K—2026-11-05
Woodmont Investment Counsel LLC
INCREASED25,11513,483+11,632+86%$339.6K$604.5K+$264.9K2026-10-29
DecisionMap Wealth Management, LLC
UNCHANGED24,90324,90300%$627.3K$599.4K-$27.9K2026-10-29
Sowell Financial Services LLC
INCREASED24,88721,825+3,062+14%$549.8K$599.0K+$49.3K2026-10-23
Prosperity Planning, Inc.
NEW21,950—+21,950——$528.3K—2026-10-09
Leavell Investment Management, Inc.
INCREASED21,88019,430+2,450+13%$489.4K$526.7K+$37.2K2026-11-09
Kestra Private Wealth Services, LLC
INCREASED21,84121,188+653+3%$533.7K$525.7K-$8.0K2026-11-06
Sarver Vrooman Wealth Advisors
DECREASED21,31421,462-148-1%$538.3K$513.0K-$25.3K2026-10-01
Freestone Capital Holdings, LLC
DECREASED21,12924,709-3,580-14%$622.4K$508.6K-$113.8K2026-11-09
Daviman Financial, LLC
INCREASED20,37615,681+4,695+30%$395.0K$490.4K+$95.4K2026-11-06
Fifth Third Bancorp
DECREASED19,67624,946-5,270-21%$628.4K$473.6K-$154.8K2026-11-05
PNC Financial Services Group, Inc.
INCREASED18,60113,370+5,231+39%$336.8K$447.7K+$110.9K2026-11-06
Redwood Financial Network Corp
INCREASED18,41117,577+834+5%$442.8K$443.1K+$3722026-11-03
Creative Planning
DECREASED18,00622,338-4,332-19%$562.7K$433.4K-$129.3K2026-11-02
Bank of New Hampshire
INCREASED16,43012,430+4,000+32%$313.1K$395.5K+$82.4K2026-10-06
Addison Advisors LLC
INCREASED15,97712,115+3,862+32%$305.2K$384.6K+$79.4K2026-11-06
1900 Wealth Management LLC
INCREASED15,7378,938+6,799+76%$225.1K$378.8K+$153.6K2026-10-13
Koesten, Hirschmann & Crabtree, Inc.
INCREASED15,64515,385+260+2%$387.5K$376.6K-$11.0K2026-10-13
Diversify Wealth Management, LLC
INCREASED14,98014,736+244+2%$366.3K$363.0K-$3.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED14,98014,736+244+2%$366.3K$363.0K-$3.3K2026-10-20
Penobscot Investment Management Company, Inc.
INCREASED14,72514,025+700+5%$353.3K$354.4K+$1.1K2026-10-26
Foundation Wealth Management, LLC
INCREASED14,31210,631+3,681+35%$267.8K$344.5K+$76.7K2026-10-22
James Investment Research, Inc.
UNCHANGED14,06814,06800%$354.4K$338.6K-$15.8K2026-10-22
Weaver Consulting Group
NEW13,650—+13,650——$328.6K—2026-10-07
Merit Financial Group, LLC
INCREASED13,13812,869+269+2%$324.2K$316.2K-$7.9K2026-11-06
Yoder Wealth Management, Inc.
NEW13,000—+13,000——$312.9K—2026-10-13
SAX Wealth Advisors, LLC
INCREASED12,99811,552+1,446+13%$291.9K$312.9K+$20.9K2026-10-13
Truist Financial Corp
INCREASED12,40912,383+26+0%$311.9K$298.7K-$13.2K2026-10-30
Berkshire Money Management, Inc.
UNCHANGED12,28812,28800%$309.5K$295.8K-$13.8K2026-10-21
Nestegg Advisors, Inc.
DECREASED12,22512,782-557-4%$322.0K$294.3K-$27.7K2026-10-21
Gratus Wealth Advisors, LLC
NEW12,152—+12,152——$292.5K—2026-10-26
Great Valley Advisor Group, Inc.
INCREASED12,05311,909+144+1%$300.0K$290.1K-$9.9K2026-11-09
Beaumont Asset Management, L.L.C.
NEW11,703—+11,703——$281.7K—2026-10-16
Schmidt P J Investment Management Inc
NEW11,297—+11,297——$271.9K—2026-11-02
Koshinski Asset Management, Inc.
INCREASED10,97910,974+5+0%$276.4K$264.3K-$12.2K2026-10-29
Cooper S Advisors, LLC
UNCHANGED10,40710,40700%$262.2K$250.5K-$11.7K2026-11-03
Farther Finance Advisors, LLC
DECREASED10,32418,283-7,959-44%$460.6K$248.5K-$212.1K2026-10-08
Naples Global Advisors, LLC
DECREASED10,13010,590-460-4%$266.8K$243.8K-$22.9K2026-11-05
Nwam LLC
INCREASED10,0389,925+113+1%$250.0K$241.6K-$8.4K2026-11-09
Journey Advisory Group, LLC
UNCHANGED9,7009,70000%$244.3K$233.5K-$10.9K2026-11-04
Choreo, LLC
INCREASED9,6867,974+1,712+21%$200.9K$233.1K+$32.3K2026-10-28
Provenance Wealth Advisors, LLC
NEW9,569—+9,569——$230.3K—2026-10-30
Madrid Wealth Management, LLC
UNCHANGED9,5149,51400%$239.7K$229.0K-$10.7K2026-10-23
Newman Dignan & Sheerar, Inc.
INCREASED9,4589,455+3+0%$238.2K$227.7K-$10.5K2026-10-21
Welch & Forbes LLC
NEW9,000—+9,000——$216.6K—2026-11-04
Hyposwiss Advisors SA
UNCHANGED8,4258,42500%$212.2K$202.8K-$9.4K2026-10-26
Hendershot Investments Inc.
UNCHANGED8,1568,15600%$205.5K$196.3K-$9.1K2026-11-05
First Premier Bank
NEW8,055—+8,055——$194.0K—2026-10-13
Harbor Investment Advisory, LLC
INCREASED6,1192,000+4,119+206%$50.4K$147.3K+$96.9K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED4,6034,595+8+0%$115.7K$110.8K-$5.0K2026-10-20
Ascentis Independent Advisors
NEW3,500—+3,500——$84.2K—2026-11-03
CNB Bank
UNCHANGED3,2563,25600%$82.0K$78.4K-$3.6K2026-11-09
Rossby Financial, LCC
INCREASED3,0092,575+434+17%$64.9K$72.4K+$7.5K2026-11-05
High Note Wealth, LLC
NEW2,533—+2,533——$61.0K—2026-10-27
Birch Financial Group, LLC
NEW2,272—+2,272——$54.7K—2026-10-27
Trust Co of Vermont
UNCHANGED2,0142,01400%$50.7K$48.5K-$2.3K2026-10-21
Y.D. More Investments Ltd
NEW2,000—+2,000——$48.1K—2026-11-02
Trust Co
UNCHANGED1,9881,98800%$50.1K$47.8K-$2.2K2026-10-09
Signaturefd, LLC
UNCHANGED1,9871,98700%$50.1K$47.8K-$2.2K2026-10-23
Clearstead Trust, LLC
UNCHANGED1,8971,89700%$47.8K$45.7K-$2.1K2026-11-06
Eastern Bank
UNCHANGED1,7001,70000%$42.8K$40.9K-$1.9K2026-10-05
United Community Bank
UNCHANGED1,5201,52000%$38.3K$36.6K-$1.7K2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED1,1541,15400%$29.1K$27.8K-$1.3K2026-11-03
J. R. Prunier Capital Management LLC
INCREASED973967+6+1%$24.4K$23.4K-$9482026-11-09
Blue Trust, Inc.
NEW862—+862——$20.7K—2026-10-15
Allworth Financial LP
UNCHANGED84984900%$21.4K$21.4K$02026-11-06
Barclays PLC
UNCHANGED80580500%$20.3K$19.4K-$9022026-11-06
Bank of Montreal
INCREASED603596+7+1%$15.0K$14.5K-$4942026-11-09
Key FInancial Inc
UNCHANGED56456400%$14.2K$13.6K-$6322026-11-02
NBH Bank
UNCHANGED22622600%$5.7K$5.4K-$2532026-11-05
Root Financial Partners, LLC
NEW64—+64——$1.5K—2026-10-21
Gryphon Financial Partners LLC
CLOSED017,775-17,775-100%$447.8K$0-$447.8K2026-11-04
CGN Advisors LLC
CLOSED08,377-8,377-100%$211.0K$0-$211.0K2026-10-21
Accretive Wealth Partners, LLC
CLOSED07,984-7,984-100%$201.1K$0-$201.1K2026-11-06
Fairway Wealth LLC
CLOSED01,440-1,440-100%$36.3K$0-$36.3K2026-10-30
Aptus Capital Advisors, LLC
N/A—6,456,747-6,456,747-100%$162.6M———
Wells Fargo & Company
N/A—3,089,226-3,089,226-100%$77.8M———
Capital Advisors Inc
N/A—2,822,834-2,822,834-100%$71.1M———
Morgan Stanley
N/A—2,594,159-2,594,159-100%$65.3M———
Bank of America Corp
N/A—2,565,607-2,565,607-100%$64.6M———
Royal Bank of Canada
N/A—1,345,144-1,345,144-100%$33.9M———
UBS Group AG
N/A—1,208,903-1,208,903-100%$30.5M———
Raymond James Financial Inc
N/A—1,161,884-1,161,884-100%$29.3M———
Summit Financial, LLC
N/A—1,160,179-1,160,179-100%$29.2M———
Seven Springs Wealth Group, LLC
N/A—1,064,868-1,064,868-100%$26.8M———
Sound View Wealth Advisors Group, LLC
N/A—1,005,519-1,005,519-100%$25.3M———
Ameriprise Financial Inc
N/A—943,449-943,449-100%$23.8M———
NewEdge Advisors, LLC
N/A—876,466-876,466-100%$22.1M———
Advisors Capital Management, LLC
N/A—859,918-859,918-100%$21.7M———
Rockefeller Capital Management L.P.
N/A—527,541-527,541-100%$13.3M———
Janney Montgomery Scott LLC
N/A—478,378-478,378-100%$12.1M———
Atlantic Union Bankshares Corp
N/A—380,552-380,552-100%$9.6M———
Snowden Capital Advisors LLC
N/A—297,905-297,905-100%$7.5M———
Hancock Whitney Corp
N/A—245,933-245,933-100%$6.2M———
Envestnet Asset Management Inc
N/A—193,616-193,616-100%$4.9M———
Northwestern Mutual Wealth Management Co
N/A—181,414-181,414-100%$4.6M———
Kintra Wealth, LLC
N/A—180,265-180,265-100%$4.5M———
RWA Wealth Partners, LLC
N/A—165,231-165,231-100%$4.2M———
Mercer Global Advisors Inc
N/A—164,660-164,660-100%$4.1M———
Benjamin Edwards Inc
N/A—152,965-152,965-100%$3.9M———
OneDigital Investment Advisors LLC
N/A—149,251-149,251-100%$3.8M———
Neuberger Berman Group LLC
N/A—141,341-141,341-100%$3.6M———
EP Wealth Advisors, LLC
N/A—132,767-132,767-100%$3.3M———
Houlihan Financial Resource Group, Ltd.
N/A—132,540-132,540-100%$3.3M———
Sanctuary Advisors, LLC
N/A—113,325-113,325-100%$2.7M———
Seneca House Advisors
N/A—113,199-113,199-100%$2.9M———
Modern Wealth Management, LLC
N/A—101,538-101,538-100%$2.6M———
Cetera Investment Advisers
N/A—100,098-100,098-100%$2.5M———
Stonebrook Private Inc.
N/A—96,344-96,344-100%$2.4M———
Hills Bank & Trust Co
N/A—92,782-92,782-100%$2.3M———
United Capital Financial Advisors, LLC
N/A—89,169-89,169-100%$2.2M———
Winthrop Partners - WNY, LLC
N/A—88,182-88,182-100%$2.2M———
Osaic Holdings, Inc.
N/A—80,980-80,980-100%$2.0M———
Centric Wealth Management
N/A—76,618-76,618-100%$1.9M———
Wrapmanager Inc
N/A—69,524-69,524-100%$1.8M———
BFC Planning, Inc.
N/A—62,638-62,638-100%$1.6M———
Lbmc Investment Advisors, LLC
N/A—59,937-59,937-100%$1.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—49,579-49,579-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—40,927-40,927-100%$1.0M———
Jane Street Group, LLC
N/A—40,503-40,503-100%$1.0M———
Gilbert & Cook, Inc.
N/A—38,879-38,879-100%$979.4K———
Susquehanna International Group, LLP
N/A—37,665-37,665-100%$948.8K———
Reliant Wealth Planning
N/A—34,422-34,422-100%$867.1K———
Farmers National Bank
N/A—34,080-34,080-100%$858.5K———
Stokes Family Office, LLC
N/A—31,230-31,230-100%$786.7K———
Stifel Financial Corp
N/A—29,380-29,380-100%$740.1K———
AssuredPartners Investment Advisors, LLC
N/A—29,049-29,049-100%$731.7K———
Captrust Financial Advisors
N/A—25,618-25,618-100%$645.3K———
Headinvest, LLC
N/A—24,859-24,859-100%$626.2K———
FourThought Financial Partners, LLC
N/A—23,603-23,603-100%$594.6K———
Summitry LLC
N/A—23,352-23,352-100%$588.2K———
Focus Partners Wealth
N/A—21,985-21,985-100%$553.8K———
Jones Financial Companies Lllp
N/A—21,615-21,615-100%$545.3K———
Advisory Services Network, LLC
N/A—21,496-21,496-100%$541.5K———
Spinnaker Trust
N/A—18,034-18,034-100%$454.3K———
Mutual Advisors, LLC
N/A—16,040-16,040-100%$404.0K———
Dorsey & Whitney Trust Co LLC
N/A—16,000-16,000-100%$403.0K———
Van Hulzen Asset Management, LLC
N/A—15,220-15,220-100%$383.4K———
Cary Street Partners Financial LLC
N/A—15,215-15,215-100%$383.3K———
JPMorgan Chase & Co
N/A—14,597-14,597-100%$368.6K———
Integrated Wealth Concepts LLC
N/A—13,276-13,276-100%$334.4K———
Banque Cantonale Vaudoise
N/A—13,141-13,141-100%$331.0K———
Dearborn Partners LLC
N/A—12,022-12,022-100%$302.8K———
MML Investors Services, LLC
N/A—11,876-11,876-100%$299.2K———
Citadel Advisors LLC
N/A—11,514-11,514-100%$290.0K———
Stratos Wealth Partners, Ltd.
N/A—10,273-10,273-100%$258.8K———
Granite Harbor Advisors, Inc.
N/A—9,837-9,837-100%$247.8K———
Private Advisor Group, LLC
N/A—9,747-9,747-100%$245.5K———
CVA Family Office, LLC
N/A—9,700-9,700-100%$244.3K———
Mosaic Family Wealth Partners, LLC
N/A—9,668-9,668-100%$243.5K———
Betterment LLC
N/A—9,461-9,461-100%$238.0K———
Arkadios Wealth Advisors
N/A—8,797-8,797-100%$221.6K———
MidFirst Bank
N/A—8,545-8,545-100%$215.2K———
Crews Bank & Trust
N/A—5,755-5,755-100%$145.0K———
Jupiter Wealth Management LLC
N/A—5,100-5,100-100%$128.5K———
Bogart Wealth, LLC
N/A—4,721-4,721-100%$118.9K———
Fiduciary Financial Advisors
N/A—3,583-3,583-100%$90.3K———
Ballast Advisors LLC
N/A—2,392-2,392-100%$60.3K———
Global Retirement Partners, LLC
N/A—1,208-1,208-100%$30.4K———
HM Payson & Co
N/A—500-500-100%$12.6K———
Mcguire Capital Advisors Inc
N/A—390-390-100%$9.8K———
Vanguard Advisers Inc
N/A—257-257-100%$6.5K———
BlackRock, Inc.
N/A—51-51-100%$1.3K———
Steward Partners Investment Advisory, LLC
N/A—8-8-100%$202———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$25———
Showing 251 of 251 institutions