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Ishares Ibonds 2028 TM HY in (IBHH)

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
Shares1,258,027 from 1,134,511
Change+123,516 (+11%)
Value$29.1M (+$2.4M)
Filed 2026-11-06
Ironwood Financial, llc
INCREASED
Shares479,595 from 417,145
Change+62,450 (+15%)
Value$11.1M (+$1.4M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares270,896 from 127,342
Change+143,554 (+113%)
Value$6.3M (+$3.3M)
Filed 2026-11-06
Littlejohn Financial Services, Inc.
INCREASED
Shares261,048 from 215,473
Change+45,575 (+21%)
Value$6.0M (+$974.4K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares191,867 from 21,350
Change+170,517 (+799%)
Value$4.4M (+$3.9M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares148,871 from 132,524
Change+16,347 (+12%)
Value$3.4M (+$329.1K)
Filed 2026-11-02
Straight Path Wealth Management
INCREASED
Shares139,575 from 136,499
Change+3,076 (+2%)
Value$3.2M (+$20.6K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED
Shares132,628 from 98,060
Change+34,568 (+35%)
Value$3.1M (+$763.3K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
DECREASED
Shares95,555 from 107,460
Change-11,905 (-11%)
Value$2.2M (-$315.1K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares86,060 from 104,568
Change-18,508 (-18%)
Value$2.0M (-$466.0K)
Filed 2026-11-02
Private Client Services, LLC
NEW
Shares85,417
Change+85,417
Value$2.0M
Filed 2026-10-02
Parallel Advisors, LLC
INCREASED
Shares70,592 from 38,842
Change+31,750 (+82%)
Value$1.6M (+$720.0K)
Filed 2026-11-03
High Note Wealth, LLC
INCREASED
Shares59,051 from 39,163
Change+19,888 (+51%)
Value$1.4M (+$445.5K)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares53,156 from 42,261
Change+10,895 (+26%)
Value$1.2M (+$233.0K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares52,619 from 106,081
Change-53,462 (-50%)
Value$1.2M (-$1.3M)
Filed 2026-10-20
Focused Alpha, LLC
INCREASED
Shares52,022 from 46,879
Change+5,143 (+11%)
Value$1.2M (+$101.6K)
Filed 2026-10-20
Guidance Point Advisors, LLC
INCREASED
Shares43,716 from 35,701
Change+8,015 (+22%)
Value$1.0M (+$172.1K)
Filed 2026-10-15
Aspen Wealth Management LLC
INCREASED
Shares38,846 from 37,415
Change+1,431 (+4%)
Value$898.5K (+$19.3K)
Filed 2026-10-14
Rebalance, LLC
INCREASED
Shares35,636 from 34,497
Change+1,139 (+3%)
Value$824.3K (+$13.6K)
Filed 2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares34,000 from 27,204
Change+6,796 (+25%)
Value$786.4K (+$147.1K)
Filed 2026-10-15
Bullock Wealth Management Group
INCREASED
Shares29,973 from 28,221
Change+1,752 (+6%)
Value$691.5K (+$31.5K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares27,971 from 24,071
Change+3,900 (+16%)
Value$647.0K (+$81.3K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares24,733 from 19,300
Change+5,433 (+28%)
Value$572.1K (+$118.5K)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
INCREASED
Shares23,746 from 23,381
Change+365 (+2%)
Value$549.2K (-$217)
Filed 2026-11-09
Klaas Financial Asset Advisors, LLC
DECREASED
Shares21,627 from 21,714
Change-87 (0%)
Value$500.2K (-$10.0K)
Filed 2026-10-19
Lido Advisors, LLC
DECREASED
Shares19,859 from 40,725
Change-20,866 (-51%)
Value$459.3K (-$497.7K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares19,613 from 19,375
Change+238 (+1%)
Value$453.6K (-$1.7K)
Filed 2026-10-16
TFR Capital, Llc.
INCREASED
Shares18,020 from 13,176
Change+4,844 (+37%)
Value$416.8K (+$107.2K)
Filed 2026-11-09
River's Edge Wealth Management, LLC
DECREASED
Shares17,028 from 17,410
Change-382 (-2%)
Value$393.3K (-$14.4K)
Filed 2026-10-19
Windsor Capital Management, LLC
INCREASED
Shares16,040 from 14,561
Change+1,479 (+10%)
Value$371.0K (+$28.8K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
NEW
Shares15,477
Change+15,477
Value$358.0K
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares14,322 from 12,929
Change+1,393 (+11%)
Value$331.3K (+$27.4K)
Filed 2026-10-08
Wormser Freres Gestion
INCREASED
Shares13,865 from 5,721
Change+8,144 (+142%)
Value$320.7K (+$186.9K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares13,758 from 8,983
Change+4,775 (+53%)
Value$318.2K (+$107.1K)
Filed 2026-11-04
Belpointe Asset Management LLC
UNCHANGED
Shares13,552 from 13,552
Change0 (0%)
Value$313.5K (-$5.0K)
Filed 2026-11-09
Sigma Planning Corp
NEW
Shares12,812
Change+12,812
Value$296.3K
Filed 2026-10-23
Segment Wealth Management, LLC
INCREASED
Shares12,710 from 11,700
Change+1,010 (+9%)
Value$294.0K (+$19.0K)
Filed 2026-10-26
Ellis Investment Partners, LLC
INCREASED
Shares11,525 from 11,458
Change+67 (+1%)
Value$266.6K (-$2.7K)
Filed 2026-10-21
Peck Wealth Management, LLC
NEW
Shares11,300
Change+11,300
Value$261.4K
Filed 2026-10-29
Oppenheimer & Co Inc
DECREASED
Shares11,209 from 12,059
Change-850 (-7%)
Value$259.3K (-$24.1K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares10,876 from 9,711
Change+1,165 (+12%)
Value$251.6K (+$23.4K)
Filed 2026-10-13
Tableaux LLC
DECREASED
Shares10,746 from 11,807
Change-1,061 (-9%)
Value$248.6K (-$28.9K)
Filed 2026-10-23
Freestone Capital Holdings, LLC
DECREASED
Shares10,675 from 11,200
Change-525 (-5%)
Value$246.9K (-$16.3K)
Filed 2026-11-09
Cyr Financial Inc.
DECREASED
Shares10,364 from 10,393
Change-29 (0%)
Value$239.7K (-$4.5K)
Filed 2026-10-16
KPP Advisory Services LLC
INCREASED
Shares10,075 from 9,525
Change+550 (+6%)
Value$233.0K (+$9.2K)
Filed 2026-10-26
Level Four Advisory Services, LLC
INCREASED
Shares9,749 from 9,739
Change+10 (+0%)
Value$225.5K (-$3.4K)
Filed 2026-11-06
Ascentis Independent Advisors
INCREASED
Shares8,020 from 1,263
Change+6,757 (+535%)
Value$185.5K (+$155.8K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
NEW
Shares6,919
Change+6,919
Value$159.1K
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares5,714 from 5,714
Change0 (0%)
Value$132.2K (-$2.1K)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares4,374 from 6,003
Change-1,629 (-27%)
Value$101.2K (-$39.9K)
Filed 2026-10-08
Allworth Financial LP
NEW
Shares2,273
Change+2,273
Value$53.4K
Filed 2026-11-06
CNB Bank
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$52.0K (-$832)
Filed 2026-11-09
Spire Wealth Management
UNCHANGED
Shares1,898 from 1,898
Change0 (0%)
Value$43.9K (-$703)
Filed 2026-10-30
Hurley Capital, LLC
INCREASED
Shares1,693 from 1,668
Change+25 (+2%)
Value$39.2K (-$21)
Filed 2026-11-05
Clearstead Advisors, LLC
NEW
Shares1,539
Change+1,539
Value$35.6K
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares861 from 848
Change+13 (+2%)
Value$19.9K (-$11)
Filed 2026-10-15
10Elms LLP
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$16.2K (-$259)
Filed 2026-11-06
J. R. Prunier Capital Management LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$8.7K (-$140)
Filed 2026-11-09
Bank of Montreal
DECREASED
Shares344 from 2,345
Change-2,001 (-85%)
Value$8.0K (-$47.2K)
Filed 2026-11-09
Financial Consulate, Inc
NEW
Shares231
Change+231
Value$5.3K
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares213
Change+213
Value$4.9K
Filed 2026-11-05
Harbour Investments, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$1.6K (-$25)
Filed 2026-11-09
Keeler Thomas Management LLC
CLOSED
Shares0 from 62,811
Change-62,811 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,083
Change-2,083 (-100%)
Value$0 (-$48.7K)
Filed 2026-11-02
Barrett & Company, Inc.
CLOSED
Shares0 from 1,925
Change-1,925 (-100%)
Value$0 (-$45.2K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 347
Change-347 (-100%)
Value$0 (-$8.2K)
Filed 2026-11-03
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,937,560
Change-1,937,560 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,393,316
Change-1,393,316 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,303,117
Change-1,303,117 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 795,441
Change-795,441 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 744,080
Change-744,080 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 368,107
Change-368,107 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 343,199
Change-343,199 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 301,611
Change-301,611 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 273,256
Change-273,256 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 235,126
Change-235,126 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 197,388
Change-197,388 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 184,269
Change-184,269 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 169,117
Change-169,117 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 144,101
Change-144,101 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 114,177
Change-114,177 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 106,761
Change-106,761 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 99,582
Change-99,582 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 70,959
Change-70,959 (-100%)
Value—
UBS Group AG
N/A
Shares— from 64,822
Change-64,822 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 62,464
Change-62,464 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 56,671
Change-56,671 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 47,608
Change-47,608 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 35,146
Change-35,146 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 31,599
Change-31,599 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 31,220
Change-31,220 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 27,069
Change-27,069 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 25,401
Change-25,401 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 23,669
Change-23,669 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,264
Change-22,264 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 21,786
Change-21,786 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 20,073
Change-20,073 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 18,444
Change-18,444 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,029
Change-18,029 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,450
Change-17,450 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,199
Change-16,199 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,066
Change-15,066 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,339
Change-14,339 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,339
Change-14,339 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,965
Change-11,965 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,536
Change-9,536 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,752
Change-8,752 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,304
Change-7,304 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 420
Change-420 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 418
Change-418 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 100
Change-100 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED1,258,0271,134,511+123,516+11%$26.7M$29.1M+$2.4M2026-11-06
Ironwood Financial, llc
INCREASED479,595417,145+62,450+15%$9.7M$11.1M+$1.4M2026-10-20
Kestra Private Wealth Services, LLC
INCREASED270,896127,342+143,554+113%$3.0M$6.3M+$3.3M2026-11-06
Littlejohn Financial Services, Inc.
INCREASED261,048215,473+45,575+21%$5.1M$6.0M+$974.4K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED191,86721,350+170,517+799%$501.7K$4.4M+$3.9M2026-10-16
Commonwealth Equity Services, LLC
INCREASED148,871132,524+16,347+12%$3.1M$3.4M+$329.1K2026-11-02
Straight Path Wealth Management
INCREASED139,575136,499+3,076+2%$3.2M$3.2M+$20.6K2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED132,62898,060+34,568+35%$2.3M$3.1M+$763.3K2026-10-26
Robertson Stephens Wealth Management, LLC
DECREASED95,555107,460-11,905-11%$2.5M$2.2M-$315.1K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED86,060104,568-18,508-18%$2.5M$2.0M-$466.0K2026-11-02
Private Client Services, LLC
NEW85,417—+85,417——$2.0M—2026-10-02
Parallel Advisors, LLC
INCREASED70,59238,842+31,750+82%$912.8K$1.6M+$720.0K2026-11-03
High Note Wealth, LLC
INCREASED59,05139,163+19,888+51%$920.3K$1.4M+$445.5K2026-10-27
Thrivent Financial for Lutherans
INCREASED53,15642,261+10,895+26%$993.0K$1.2M+$233.0K2026-11-05
Commonwealth Financial Services, LLC
DECREASED52,619106,081-53,462-50%$2.5M$1.2M-$1.3M2026-10-20
Focused Alpha, LLC
INCREASED52,02246,879+5,143+11%$1.1M$1.2M+$101.6K2026-10-20
Guidance Point Advisors, LLC
INCREASED43,71635,701+8,015+22%$839.3K$1.0M+$172.1K2026-10-15
Aspen Wealth Management LLC
INCREASED38,84637,415+1,431+4%$879.3K$898.5K+$19.3K2026-10-14
Rebalance, LLC
INCREASED35,63634,497+1,139+3%$810.7K$824.3K+$13.6K2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
INCREASED34,00027,204+6,796+25%$639.3K$786.4K+$147.1K2026-10-15
Bullock Wealth Management Group
INCREASED29,97328,221+1,752+6%$660.0K$691.5K+$31.5K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED27,97124,071+3,900+16%$565.7K$647.0K+$81.3K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED24,73319,300+5,433+28%$453.6K$572.1K+$118.5K2026-11-05
Great Valley Advisor Group, Inc.
INCREASED23,74623,381+365+2%$549.5K$549.2K-$2172026-11-09
Klaas Financial Asset Advisors, LLC
DECREASED21,62721,714-870%$510.3K$500.2K-$10.0K2026-10-19
Lido Advisors, LLC
DECREASED19,85940,725-20,866-51%$957.1K$459.3K-$497.7K2026-11-04
IFP Advisors, Inc
INCREASED19,61319,375+238+1%$455.3K$453.6K-$1.7K2026-10-16
TFR Capital, Llc.
INCREASED18,02013,176+4,844+37%$309.6K$416.8K+$107.2K2026-11-09
River's Edge Wealth Management, LLC
DECREASED17,02817,410-382-2%$407.7K$393.3K-$14.4K2026-10-19
Windsor Capital Management, LLC
INCREASED16,04014,561+1,479+10%$342.2K$371.0K+$28.8K2026-10-13
Werba Rubin Papier Wealth Management
NEW15,477—+15,477——$358.0K—2026-11-06
Gamma Investing LLC
INCREASED14,32212,929+1,393+11%$303.8K$331.3K+$27.4K2026-10-08
Wormser Freres Gestion
INCREASED13,8655,721+8,144+142%$133.8K$320.7K+$186.9K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED13,7588,983+4,775+53%$211.1K$318.2K+$107.1K2026-11-04
Belpointe Asset Management LLC
UNCHANGED13,55213,55200%$318.5K$313.5K-$5.0K2026-11-09
Sigma Planning Corp
NEW12,812—+12,812——$296.3K—2026-10-23
Segment Wealth Management, LLC
INCREASED12,71011,700+1,010+9%$275.0K$294.0K+$19.0K2026-10-26
Ellis Investment Partners, LLC
INCREASED11,52511,458+67+1%$269.3K$266.6K-$2.7K2026-10-21
Peck Wealth Management, LLC
NEW11,300—+11,300——$261.4K—2026-10-29
Oppenheimer & Co Inc
DECREASED11,20912,059-850-7%$283.4K$259.3K-$24.1K2026-10-26
1900 Wealth Management LLC
INCREASED10,8769,711+1,165+12%$228.2K$251.6K+$23.4K2026-10-13
Tableaux LLC
DECREASED10,74611,807-1,061-9%$277.5K$248.6K-$28.9K2026-10-23
Freestone Capital Holdings, LLC
DECREASED10,67511,200-525-5%$263.2K$246.9K-$16.3K2026-11-09
Cyr Financial Inc.
DECREASED10,36410,393-290%$244.2K$239.7K-$4.5K2026-10-16
KPP Advisory Services LLC
INCREASED10,0759,525+550+6%$223.8K$233.0K+$9.2K2026-10-26
Level Four Advisory Services, LLC
INCREASED9,7499,739+10+0%$228.9K$225.5K-$3.4K2026-11-06
Ascentis Independent Advisors
INCREASED8,0201,263+6,757+535%$29.7K$185.5K+$155.8K2026-11-03
TD Waterhouse Canada Inc.
NEW6,919—+6,919——$159.1K—2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED5,7145,71400%$134.3K$132.2K-$2.1K2026-10-15
Farther Finance Advisors, LLC
DECREASED4,3746,003-1,629-27%$141.1K$101.2K-$39.9K2026-10-08
Allworth Financial LP
NEW2,273—+2,273——$53.4K—2026-11-06
CNB Bank
UNCHANGED2,2472,24700%$52.8K$52.0K-$8322026-11-09
Spire Wealth Management
UNCHANGED1,8981,89800%$44.6K$43.9K-$7032026-10-30
Hurley Capital, LLC
INCREASED1,6931,668+25+2%$39.2K$39.2K-$212026-11-05
Clearstead Advisors, LLC
NEW1,539—+1,539——$35.6K—2026-11-06
Blue Trust, Inc.
INCREASED861848+13+2%$19.9K$19.9K-$112026-10-15
10Elms LLP
UNCHANGED70070000%$16.5K$16.2K-$2592026-11-06
J. R. Prunier Capital Management LLC
UNCHANGED37637600%$8.8K$8.7K-$1402026-11-09
Bank of Montreal
DECREASED3442,345-2,001-85%$55.1K$8.0K-$47.2K2026-11-09
Financial Consulate, Inc
NEW231—+231——$5.3K—2026-10-23
Jacobi Capital Management LLC
NEW213—+213——$4.9K—2026-11-05
Harbour Investments, Inc.
UNCHANGED686800%$1.6K$1.6K-$252026-11-09
Keeler Thomas Management LLC
CLOSED062,811-62,811-100%$1.5M$0-$1.5M2026-10-29
International Assets Investment Management, LLC
CLOSED02,083-2,083-100%$48.7K$0-$48.7K2026-11-02
Barrett & Company, Inc.
CLOSED01,925-1,925-100%$45.2K$0-$45.2K2026-10-22
JFS Wealth Advisors, LLC
CLOSED0347-347-100%$8.2K$0-$8.2K2026-11-03
Lbmc Investment Advisors, LLC
N/A—1,937,560-1,937,560-100%$45.5M———
Northwestern Mutual Wealth Management Co
N/A—1,393,316-1,393,316-100%$32.7M———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,303,117-1,303,117-100%$30.6M———
NewEdge Advisors, LLC
N/A—795,441-795,441-100%$18.7M———
Federation des caisses Desjardins du Quebec
N/A—744,080-744,080-100%$17.5M———
Mutual Advisors, LLC
N/A—368,107-368,107-100%$8.7M———
Morgan Stanley
N/A—343,199-343,199-100%$8.1M———
Raymond James Financial Inc
N/A—301,611-301,611-100%$7.1M———
Royal Bank of Canada
N/A—273,256-273,256-100%$6.4M———
Bank of America Corp
N/A—235,126-235,126-100%$5.5M———
Wells Fargo & Company
N/A—197,388-197,388-100%$4.6M———
BlackRock, Inc.
N/A—184,269-184,269-100%$4.3M———
Stratos Wealth Partners, Ltd.
N/A—169,117-169,117-100%$4.0M———
Cetera Investment Advisers
N/A—144,101-144,101-100%$3.4M———
Old Mission Capital LLC
N/A—114,177-114,177-100%$2.7M———
Rialto Wealth Management, LLC
N/A—106,761-106,761-100%$2.5M———
Jane Street Group, LLC
N/A—99,582-99,582-100%$2.3M———
First Western Trust Bank
N/A—70,959-70,959-100%$1.7M———
UBS Group AG
N/A—64,822-64,822-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—62,464-62,464-100%$1.5M———
Fiduciary Financial Advisors
N/A—56,671-56,671-100%$1.3M———
Osaic Holdings, Inc.
N/A—47,608-47,608-100%$1.1M———
Heartland Bank & Trust Co
N/A—35,146-35,146-100%$825.9K———
Foundations Investment Advisors, LLC
N/A—31,599-31,599-100%$742.6K———
Wrapmanager Inc
N/A—31,220-31,220-100%$733.7K———
Stifel Financial Corp
N/A—27,069-27,069-100%$636.1K———
Beacon Pointe Advisors, LLC
N/A—25,401-25,401-100%$596.9K———
Kastel Capital Advisors, LLC
N/A—23,669-23,669-100%$555.5K———
Cerity Partners LLC
N/A—22,264-22,264-100%$523.2K———
Talisman Wealth Advisors LLC
N/A—21,786-21,786-100%$1.5M———
Rothschild Wealth LLC
N/A—20,073-20,073-100%$471.7K———
Madden Advisory Services, Inc.
N/A—18,444-18,444-100%$433.4K———
Captrust Financial Advisors
N/A—18,029-18,029-100%$423.7K———
Baird Financial Group, Inc.
N/A—17,450-17,450-100%$410.1K———
Focus Partners Wealth
N/A—16,199-16,199-100%$380.7K———
Mercer Global Advisors Inc
N/A—15,066-15,066-100%$354.1K———
BFC Planning, Inc.
N/A—14,339-14,339-100%$337.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,339-14,339-100%$337.0K———
Orion Capital Management LLC
N/A—14,000-14,000-100%$329.0K———
Citadel Advisors LLC
N/A—13,478-13,478-100%$316.7K———
Envestnet Asset Management Inc
N/A—11,965-11,965-100%$281.2K———
Reliant Wealth Planning
N/A—11,366-11,366-100%$267.1K———
Sanctuary Advisors, LLC
N/A—9,536-9,536-100%$224.1K———
EP Wealth Advisors, LLC
N/A—8,752-8,752-100%$205.7K———
Equitable Holdings, Inc.
N/A—8,613-8,613-100%$202.4K———
Global Retirement Partners, LLC
N/A—7,320-7,320-100%$172.0K———
AE Wealth Management LLC
N/A—7,304-7,304-100%$171.6K———
Napier Financial, LLC
N/A—2,202-2,202-100%$51.7K———
Atomic Invest LLC
N/A—745-745-100%$17.5K———
HM Payson & Co
N/A—420-420-100%$9.9K———
National Bank of Canada
N/A—418-418-100%$9.8K———
Tower Research Capital LLC (TRC)
N/A—100-100-100%$2.4K———
Boreal Capital Management LLC
N/A—00—$220.9K———
Showing 119 of 119 institutions