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Ishares Ibonds DEC 2031 Term (IBTL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
True Private Wealth Advisors
INCREASED
Shares1,728,921 from 1,688,677
Change+40,244 (+2%)
Value$33.7M (-$432.3K)
Filed 2026-10-19
Confluence Investment Management LLC
DECREASED
Shares841,069 from 1,098,504
Change-257,435 (-23%)
Value$16.4M (-$5.8M)
Filed 2026-10-01
Krilogy Financial LLC
INCREASED
Shares814,934 from 753,026
Change+61,908 (+8%)
Value$15.9M (+$659.1K)
Filed 2026-10-13
Probity Advisors, Inc.
INCREASED
Shares600,504 from 558,788
Change+41,716 (+7%)
Value$11.7M (+$409.9K)
Filed 2026-10-23
Shelton Wealth Management, LLC
INCREASED
Shares573,490 from 536,805
Change+36,685 (+7%)
Value$11.2M (+$327.8K)
Filed 2026-10-16
Titleist Asset Management, LLC
DECREASED
Shares567,063 from 990,421
Change-423,358 (-43%)
Value$11.0M (-$9.0M)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares549,996 from 215,153
Change+334,843 (+156%)
Value$10.7M (+$6.4M)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
NEW
Shares496,439
Change+496,439
Value$9.7M
Filed 2026-10-05
Park Avenue Securities LLC
INCREASED
Shares477,968 from 470,144
Change+7,824 (+2%)
Value$9.3K (-$9.5M)
Filed 2026-10-26
Headland Capital, LLC
INCREASED
Shares472,765 from 405,441
Change+67,324 (+17%)
Value$9.2M (+$1.0M)
Filed 2026-11-06
Legacy Private Trust Co.
INCREASED
Shares467,052 from 455,751
Change+11,301 (+2%)
Value$9.1M (-$108.1K)
Filed 2026-10-06
Foronjy Financial LLC
INCREASED
Shares346,653 from 337,588
Change+9,065 (+3%)
Value$6.7M (-$66.6K)
Filed 2026-10-14
Fagan Associates, Inc.
INCREASED
Shares314,191 from 277,458
Change+36,733 (+13%)
Value$6.1M (+$515.4K)
Filed 2026-10-13
Stockman Wealth Management, Inc.
INCREASED
Shares280,375 from 264,766
Change+15,609 (+6%)
Value$5.5M (+$113.3K)
Filed 2026-10-27
Asset Dedication, LLC
INCREASED
Shares265,538 from 242,011
Change+23,527 (+10%)
Value$5.2M (+$283.8K)
Filed 2026-11-03
Accretive Wealth Partners, LLC
INCREASED
Shares258,866 from 205,085
Change+53,781 (+26%)
Value$5.0M (+$899.5K)
Filed 2026-11-06
Yoder Wealth Management, Inc.
INCREASED
Shares229,314 from 226,174
Change+3,140 (+1%)
Value$4.5M (-$101.7K)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares214,831 from 201,860
Change+12,971 (+6%)
Value$4.2M (+$107.2K)
Filed 2026-10-08
Choreo, LLC
NEW
Shares209,692
Change+209,692
Value$4.1M
Filed 2026-10-28
Central Trust Co
INCREASED
Shares203,104 from 187,041
Change+16,063 (+9%)
Value$4.0M (+$178.1K)
Filed 2026-11-05
Community Financial Services Group, LLC
INCREASED
Shares189,487 from 41,068
Change+148,419 (+361%)
Value$3.7M (+$2.9M)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares147,818 from 133,676
Change+14,142 (+11%)
Value$2.9M (+$179.1K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares133,062 from 92,600
Change+40,462 (+44%)
Value$2.6M (+$721.1K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares132,987 from 11,327
Change+121,660 (+1074%)
Value$2.6M (+$2.4M)
Filed 2026-10-14
Valmark Advisers, Inc.
INCREASED
Shares105,241 from 83,711
Change+21,530 (+26%)
Value$2.0M (+$358.9K)
Filed 2026-11-06
Howland Capital Management LLC
INCREASED
Shares105,140 from 86,561
Change+18,579 (+21%)
Value$2.0M (+$299.4K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares64,891 from 57,652
Change+7,239 (+13%)
Value$1.3M (+$99.4K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares61,664 from 61,664
Change0 (0%)
Value$1.2M ($0)
Filed 2026-11-06
Creative Planning
DECREASED
Shares54,620 from 58,431
Change-3,811 (-7%)
Value$1.1M (-$116.3K)
Filed 2026-11-02
Moulton Wealth Management, Inc
DECREASED
Shares46,875 from 49,511
Change-2,636 (-5%)
Value$912.0K (-$83.5K)
Filed 2026-10-13
Associated Banc-Corp
INCREASED
Shares44,095 from 38,089
Change+6,006 (+16%)
Value$858.5K (+$89.5K)
Filed 2026-10-30
Montecito Bank & Trust
INCREASED
Shares40,261 from 35,531
Change+4,730 (+13%)
Value$783.9K (+$66.5K)
Filed 2026-10-01
JIM Saulnier & Associates, LLC
INCREASED
Shares37,847 from 33,505
Change+4,342 (+13%)
Value$736.9K (+$60.4K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares37,632 from 10,764
Change+26,868 (+250%)
Value$733 (-$216.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares34,877 from 33,669
Change+1,208 (+4%)
Value$679.1K (-$724)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares30,995
Change+30,995
Value$603.5K
Filed 2026-10-26
Old Port Advisors
INCREASED
Shares30,943 from 28,829
Change+2,114 (+7%)
Value$602.5K (+$20.4K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares28,413 from 31,626
Change-3,213 (-10%)
Value$553.2K (-$85.3K)
Filed 2026-11-02
Citigroup Inc
NEW
Shares27,097
Change+27,097
Value$527.6K
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares27,076 from 25,406
Change+1,670 (+7%)
Value$527.2K (+$14.2K)
Filed 2026-10-16
Compass Ion Advisors, LLC
UNCHANGED
Shares26,181 from 26,181
Change0 (0%)
Value$509.7K (-$18.9K)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares24,071 from 24,834
Change-763 (-3%)
Value$468.7K (-$32.7K)
Filed 2026-11-04
XY Planning Network, Inc.
INCREASED
Shares23,612 from 18,964
Change+4,648 (+25%)
Value$459.7K (+$76.8K)
Filed 2026-10-14
Great Diamond Partners, LLC
INCREASED
Shares22,765 from 18,419
Change+4,346 (+24%)
Value$443.2K (+$71.4K)
Filed 2026-10-13
DecisionMap Wealth Management, LLC
INCREASED
Shares21,795 from 21,577
Change+218 (+1%)
Value$424.3K (-$11.3K)
Filed 2026-10-29
Prosperity Planning, Inc.
INCREASED
Shares20,739 from 17,434
Change+3,305 (+19%)
Value$403.8K (+$51.8K)
Filed 2026-10-09
Jacobi Capital Management LLC
INCREASED
Shares19,933 from 19,803
Change+130 (+1%)
Value$388.1K (-$11.7K)
Filed 2026-11-05
Kestra Investment Management, LLC
UNCHANGED
Shares17,917 from 17,917
Change0 (0%)
Value$348.8K (-$12.9K)
Filed 2026-11-04
MKT Advisors LLC
NEW
Shares17,631
Change+17,631
Value$343.6K
Filed 2026-10-20
Midland Wealth Advisors, LLC
NEW
Shares16,466
Change+16,466
Value$320.6K
Filed 2026-10-26
Single Point Partners, LLC
UNCHANGED
Shares16,393 from 16,393
Change0 (0%)
Value$319.2K (-$11.8K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares15,299 from 11,886
Change+3,413 (+29%)
Value$297.9K (+$57.9K)
Filed 2026-11-04
Smithbridge Asset Management Inc
UNCHANGED
Shares14,700 from 14,700
Change0 (0%)
Value$286.2K (-$10.6K)
Filed 2026-10-19
Guidance Point Advisors, LLC
INCREASED
Shares13,856 from 13,815
Change+41 (+0%)
Value$269.8K (-$9.1K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
DECREASED
Shares13,191 from 14,099
Change-908 (-6%)
Value$256.8K (-$27.8K)
Filed 2026-10-20
Mlp3, LLC
NEW
Shares12,892
Change+12,892
Value$251.0K
Filed 2026-10-22
Aspen Private Advisors, LLC
NEW
Shares12,750
Change+12,750
Value$248.2K
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares12,466 from 14,778
Change-2,312 (-16%)
Value$242.7K (-$55.7K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
INCREASED
Shares11,183 from 11,129
Change+54 (+0%)
Value$217.7K (-$7.0K)
Filed 2026-10-29
Trust Co
UNCHANGED
Shares8,395 from 8,395
Change0 (0%)
Value$163.5K (-$6.0K)
Filed 2026-10-09
Key FInancial Inc
UNCHANGED
Shares5,365 from 5,365
Change0 (0%)
Value$104.5K (-$3.9K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED
Shares5,171 from 4,400
Change+771 (+18%)
Value$100.7K (+$11.8K)
Filed 2026-10-15
Phillips Financial Management, LLC
UNCHANGED
Shares4,895 from 4,895
Change0 (0%)
Value$95.3K (-$3.5K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares4,288 from 5,233
Change-945 (-18%)
Value$83.5K (-$22.2K)
Filed 2026-11-05
Concord Wealth Partners
NEW
Shares3,754
Change+3,754
Value$73.1K
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares3,728 from 2,450
Change+1,278 (+52%)
Value$72.6K (+$23.1K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares2,440 from 1,720
Change+720 (+42%)
Value$47.5K (+$12.8K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$24.9K (-$921)
Filed 2026-10-20
Clayton Financial Group LLC
NEW
Shares1,251
Change+1,251
Value$24.4K
Filed 2026-10-13
Hyposwiss Advisors SA
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$22.6K (-$835)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares1,000
Change+1,000
Value$19.5K
Filed 2026-10-27
Pflug Koory, LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$17.2K (-$637)
Filed 2026-10-26
First Premier Bank
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$16 (-$1)
Filed 2026-10-13
Farther Finance Advisors, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$12.0K (-$444)
Filed 2026-10-08
High Note Wealth, LLC
NEW
Shares534
Change+534
Value$10.4K
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$5.5K (-$201)
Filed 2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$2.8K (-$102)
Filed 2026-10-09
First Bancorp, Inc
NEW
Shares114
Change+114
Value$2.2K
Filed 2026-10-26
Moneco Advisors, LLC
CLOSED
Shares0 from 41,322
Change-41,322 (-100%)
Value$0 (-$861.1K)
Filed 2026-11-05
Lanark Financial, Inc.
CLOSED
Shares0 from 33,344
Change-33,344 (-100%)
Value$0 (-$673.2K)
Filed 2026-10-26
CGN Advisors LLC
CLOSED
Shares0 from 18,964
Change-18,964 (-100%)
Value$0 (-$382.9K)
Filed 2026-10-21
BIP Wealth, LLC
CLOSED
Shares0 from 15,605
Change-15,605 (-100%)
Value$0 (-$315.1K)
Filed 2026-10-22
Bellecapital International Ltd.
CLOSED
Shares0 from 6,992
Change-6,992 (-100%)
Value$0 (-$141.2K)
Filed 2026-10-21
Barrett & Company, Inc.
CLOSED
Shares0 from 5,545
Change-5,545 (-100%)
Value$0 (-$112.0K)
Filed 2026-10-22
Assetmark, Inc
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-21
Wells Fargo & Company
N/A
Shares— from 2,544,060
Change-2,544,060 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,307,693
Change-1,307,693 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 913,630
Change-913,630 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 892,700
Change-892,700 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 730,848
Change-730,848 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 676,777
Change-676,777 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 655,984
Change-655,984 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 484,813
Change-484,813 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 445,255
Change-445,255 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 406,659
Change-406,659 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 399,026
Change-399,026 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 396,107
Change-396,107 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 314,831
Change-314,831 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 253,349
Change-253,349 (-100%)
Value—
UBS Group AG
N/A
Shares— from 224,307
Change-224,307 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 209,387
Change-209,387 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 169,612
Change-169,612 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 168,327
Change-168,327 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 158,390
Change-158,390 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 157,222
Change-157,222 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 139,397
Change-139,397 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 127,242
Change-127,242 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 112,419
Change-112,419 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 82,940
Change-82,940 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 72,236
Change-72,236 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 68,555
Change-68,555 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 66,158
Change-66,158 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 60,869
Change-60,869 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 58,450
Change-58,450 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 56,771
Change-56,771 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 46,895
Change-46,895 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 45,658
Change-45,658 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 36,105
Change-36,105 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 32,467
Change-32,467 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 29,637
Change-29,637 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 28,638
Change-28,638 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,388
Change-28,388 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 26,952
Change-26,952 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,373
Change-25,373 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 24,606
Change-24,606 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 21,936
Change-21,936 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 20,590
Change-20,590 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 19,960
Change-19,960 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 19,466
Change-19,466 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,633
Change-18,633 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,108
Change-18,108 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 16,898
Change-16,898 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 15,860
Change-15,860 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 13,584
Change-13,584 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,110
Change-13,110 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 12,416
Change-12,416 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 10,246
Change-10,246 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7,585
Change-7,585 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
CNB Bank
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 748
Change-748 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 682
Change-682 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 620
Change-620 (-100%)
Value—
Status
True Private Wealth Advisors
INCREASED1,728,9211,688,677+40,244+2%$34.1M$33.7M-$432.3K2026-10-19
Confluence Investment Management LLC
DECREASED841,0691,098,504-257,435-23%$22.2M$16.4M-$5.8M2026-10-01
Krilogy Financial LLC
INCREASED814,934753,026+61,908+8%$15.2M$15.9M+$659.1K2026-10-13
Probity Advisors, Inc.
INCREASED600,504558,788+41,716+7%$11.3M$11.7M+$409.9K2026-10-23
Shelton Wealth Management, LLC
INCREASED573,490536,805+36,685+7%$10.8M$11.2M+$327.8K2026-10-16
Titleist Asset Management, LLC
DECREASED567,063990,421-423,358-43%$20.0M$11.0M-$9.0M2026-10-08
Parallel Advisors, LLC
INCREASED549,996215,153+334,843+156%$4.3M$10.7M+$6.4M2026-11-03
Heartwood Wealth Advisors LLC
NEW496,439—+496,439——$9.7M—2026-10-05
Park Avenue Securities LLC
INCREASED477,968470,144+7,824+2%$9.5M$9.3K-$9.5M2026-10-26
Headland Capital, LLC
INCREASED472,765405,441+67,324+17%$8.2M$9.2M+$1.0M2026-11-06
Legacy Private Trust Co.
INCREASED467,052455,751+11,301+2%$9.2M$9.1M-$108.1K2026-10-06
Foronjy Financial LLC
INCREASED346,653337,588+9,065+3%$6.8M$6.7M-$66.6K2026-10-14
Fagan Associates, Inc.
INCREASED314,191277,458+36,733+13%$5.6M$6.1M+$515.4K2026-10-13
Stockman Wealth Management, Inc.
INCREASED280,375264,766+15,609+6%$5.3M$5.5M+$113.3K2026-10-27
Asset Dedication, LLC
INCREASED265,538242,011+23,527+10%$4.9M$5.2M+$283.8K2026-11-03
Accretive Wealth Partners, LLC
INCREASED258,866205,085+53,781+26%$4.1M$5.0M+$899.5K2026-11-06
Yoder Wealth Management, Inc.
INCREASED229,314226,174+3,140+1%$4.6M$4.5M-$101.7K2026-10-13
Whalen Wealth Management Inc.
INCREASED214,831201,860+12,971+6%$4.1M$4.2M+$107.2K2026-10-08
Choreo, LLC
NEW209,692—+209,692——$4.1M—2026-10-28
Central Trust Co
INCREASED203,104187,041+16,063+9%$3.8M$4.0M+$178.1K2026-11-05
Community Financial Services Group, LLC
INCREASED189,48741,068+148,419+361%$824.6K$3.7M+$2.9M2026-10-15
D.A. Davidson & Co.
INCREASED147,818133,676+14,142+11%$2.7M$2.9M+$179.1K2026-10-28
LPL Financial LLC
INCREASED133,06292,600+40,462+44%$1.9M$2.6M+$721.1K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED132,98711,327+121,660+1074%$228.7K$2.6M+$2.4M2026-10-14
Valmark Advisers, Inc.
INCREASED105,24183,711+21,530+26%$1.7M$2.0M+$358.9K2026-11-06
Howland Capital Management LLC
INCREASED105,14086,561+18,579+21%$1.7M$2.0M+$299.4K2026-10-22
Signaturefd, LLC
INCREASED64,89157,652+7,239+13%$1.2M$1.3M+$99.4K2026-10-23
Allworth Financial LP
UNCHANGED61,66461,66400%$1.2M$1.2M$02026-11-06
Creative Planning
DECREASED54,62058,431-3,811-7%$1.2M$1.1M-$116.3K2026-11-02
Moulton Wealth Management, Inc
DECREASED46,87549,511-2,636-5%$995.4K$912.0K-$83.5K2026-10-13
Associated Banc-Corp
INCREASED44,09538,089+6,006+16%$769.0K$858.5K+$89.5K2026-10-30
Montecito Bank & Trust
INCREASED40,26135,531+4,730+13%$717.4K$783.9K+$66.5K2026-10-01
JIM Saulnier & Associates, LLC
INCREASED37,84733,505+4,342+13%$676.5K$736.9K+$60.4K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED37,63210,764+26,868+250%$217.0K$733-$216.3K2026-11-02
Kestra Advisory Services, LLC
INCREASED34,87733,669+1,208+4%$679.8K$679.1K-$7242026-11-02
Leo Wealth, LLC
NEW30,995—+30,995——$603.5K—2026-10-26
Old Port Advisors
INCREASED30,94328,829+2,114+7%$582.1K$602.5K+$20.4K2026-10-23
Commonwealth Equity Services, LLC
DECREASED28,41331,626-3,213-10%$638.5K$553.2K-$85.3K2026-11-02
Citigroup Inc
NEW27,097—+27,097——$527.6K—2026-11-04
IFP Advisors, Inc
INCREASED27,07625,406+1,670+7%$512.9K$527.2K+$14.2K2026-10-16
Compass Ion Advisors, LLC
UNCHANGED26,18126,18100%$528.6K$509.7K-$18.9K2026-10-23
Visionary Wealth Advisors
DECREASED24,07124,834-763-3%$501.4K$468.7K-$32.7K2026-11-04
XY Planning Network, Inc.
INCREASED23,61218,964+4,648+25%$382.9K$459.7K+$76.8K2026-10-14
Great Diamond Partners, LLC
INCREASED22,76518,419+4,346+24%$371.9K$443.2K+$71.4K2026-10-13
DecisionMap Wealth Management, LLC
INCREASED21,79521,577+218+1%$435.6K$424.3K-$11.3K2026-10-29
Prosperity Planning, Inc.
INCREASED20,73917,434+3,305+19%$352.0K$403.8K+$51.8K2026-10-09
Jacobi Capital Management LLC
INCREASED19,93319,803+130+1%$399.8K$388.1K-$11.7K2026-11-05
Kestra Investment Management, LLC
UNCHANGED17,91717,91700%$361.7K$348.8K-$12.9K2026-11-04
MKT Advisors LLC
NEW17,631—+17,631——$343.6K—2026-10-20
Midland Wealth Advisors, LLC
NEW16,466—+16,466——$320.6K—2026-10-26
Single Point Partners, LLC
UNCHANGED16,39316,39300%$331.0K$319.2K-$11.8K2026-10-19
Lido Advisors, LLC
INCREASED15,29911,886+3,413+29%$240.0K$297.9K+$57.9K2026-11-04
Smithbridge Asset Management Inc
UNCHANGED14,70014,70000%$296.8K$286.2K-$10.6K2026-10-19
Guidance Point Advisors, LLC
INCREASED13,85613,815+41+0%$278.9K$269.8K-$9.1K2026-10-15
Physician Wealth Advisors, Inc.
DECREASED13,19114,099-908-6%$284.7K$256.8K-$27.8K2026-10-20
Mlp3, LLC
NEW12,892—+12,892——$251.0K—2026-10-22
Aspen Private Advisors, LLC
NEW12,750—+12,750——$248.2K—2026-10-27
Capital Investment Advisors, LLC
DECREASED12,46614,778-2,312-16%$298.4K$242.7K-$55.7K2026-10-22
Koshinski Asset Management, Inc.
INCREASED11,18311,129+54+0%$224.7K$217.7K-$7.0K2026-10-29
Trust Co
UNCHANGED8,3958,39500%$169.5K$163.5K-$6.0K2026-10-09
Key FInancial Inc
UNCHANGED5,3655,36500%$108.3K$104.5K-$3.9K2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED5,1714,400+771+18%$88.8K$100.7K+$11.8K2026-10-15
Phillips Financial Management, LLC
UNCHANGED4,8954,89500%$98.8K$95.3K-$3.5K2026-10-19
Fifth Third Bancorp
DECREASED4,2885,233-945-18%$105.7K$83.5K-$22.2K2026-11-05
Concord Wealth Partners
NEW3,754—+3,754——$73.1K—2026-11-02
Clearstead Advisors, LLC
INCREASED3,7282,450+1,278+52%$49.5K$72.6K+$23.1K2026-11-06
US Bancorp \de\
INCREASED2,4401,720+720+42%$34.7K$47.5K+$12.8K2026-11-05
Private Trust Co NA
UNCHANGED1,2801,28000%$25.8K$24.9K-$9212026-10-20
Clayton Financial Group LLC
NEW1,251—+1,251——$24.4K—2026-10-13
Hyposwiss Advisors SA
UNCHANGED1,1601,16000%$23.4K$22.6K-$8352026-10-26
Laurel Wealth Advisors LLC
NEW1,000—+1,000——$19.5K—2026-10-27
Pflug Koory, LLC
UNCHANGED88488400%$17.8K$17.2K-$6372026-10-26
First Premier Bank
UNCHANGED83783700%$17$16-$12026-10-13
Farther Finance Advisors, LLC
UNCHANGED61761700%$12.5K$12.0K-$4442026-10-08
High Note Wealth, LLC
NEW534—+534——$10.4K—2026-10-27
NBH Bank
UNCHANGED28028000%$5.7K$5.5K-$2012026-11-05
Gilpin Wealth Management, LLC
UNCHANGED14214200%$2.9K$2.8K-$1022026-10-09
First Bancorp, Inc
NEW114—+114——$2.2K—2026-10-26
Moneco Advisors, LLC
CLOSED041,322-41,322-100%$861.1K$0-$861.1K2026-11-05
Lanark Financial, Inc.
CLOSED033,344-33,344-100%$673.2K$0-$673.2K2026-10-26
CGN Advisors LLC
CLOSED018,964-18,964-100%$382.9K$0-$382.9K2026-10-21
BIP Wealth, LLC
CLOSED015,605-15,605-100%$315.1K$0-$315.1K2026-10-22
Bellecapital International Ltd.
CLOSED06,992-6,992-100%$141.2K$0-$141.2K2026-10-21
Barrett & Company, Inc.
CLOSED05,545-5,545-100%$112.0K$0-$112.0K2026-10-22
Assetmark, Inc
CLOSED096-96-100%$1.9K$0-$1.9K2026-10-21
Wells Fargo & Company
N/A—2,544,060-2,544,060-100%$51.4M———
BlackRock, Inc.
N/A—1,307,693-1,307,693-100%$26.4M———
Bank of America Corp
N/A—913,630-913,630-100%$18.4M———
Envestnet Asset Management Inc
N/A—892,700-892,700-100%$18.0M———
Morgan Stanley
N/A—730,848-730,848-100%$14.8M———
NewEdge Advisors, LLC
N/A—676,777-676,777-100%$13.7M———
Ameriprise Financial Inc
N/A—655,984-655,984-100%$13.2M———
Mercer Global Advisors Inc
N/A—484,813-484,813-100%$9.8M———
Raymond James Financial Inc
N/A—445,255-445,255-100%$9.0M———
Snowden Capital Advisors LLC
N/A—406,659-406,659-100%$8.2M———
HighTower Advisors, LLC
N/A—399,026-399,026-100%$8.1M———
United Capital Financial Advisors, LLC
N/A—396,107-396,107-100%$8.0M———
Spreng Capital Management, Inc.
N/A—314,831-314,831-100%$6.4M———
Royal Bank of Canada
N/A—253,349-253,349-100%$5.1M———
UBS Group AG
N/A—224,307-224,307-100%$4.5M———
Thoroughbred Financial Services, LLC
N/A—209,387-209,387-100%$4.2M———
Goldman Sachs Group Inc
N/A—169,612-169,612-100%$3.4M———
OneDigital Investment Advisors LLC
N/A—168,327-168,327-100%$3.4M———
Stifel Financial Corp
N/A—158,390-158,390-100%$3.2M———
Janney Montgomery Scott LLC
N/A—157,222-157,222-100%$3.2M———
Boston Family Office LLC
N/A—139,397-139,397-100%$2.8M———
Northwestern Mutual Wealth Management Co
N/A—127,242-127,242-100%$2.6M———
Integrated Wealth Concepts LLC
N/A—112,419-112,419-100%$2.3M———
Cetera Investment Advisers
N/A—82,940-82,940-100%$1.7M———
Smartleaf Asset Management LLC
N/A—72,236-72,236-100%$1.5M———
Eight 31 Financial, LLC
N/A—68,555-68,555-100%$1.4M———
L2 Asset Management, LLC
N/A—66,158-66,158-100%$1.3M———
First National Bank of Omaha
N/A—60,869-60,869-100%$1.2M———
Financial Engines Advisors L.L.C.
N/A—58,450-58,450-100%$1.2M———
Shelton Capital Management
N/A—56,771-56,771-100%$1.1M———
Leavell Investment Management, Inc.
N/A—46,895-46,895-100%$946.8K———
Jane Street Group, LLC
N/A—45,658-45,658-100%$921.8K———
Benjamin Edwards Inc
N/A—36,105-36,105-100%$729.0K———
Cerity Partners LLC
N/A—32,467-32,467-100%$655.5K———
AQR Capital Management LLC
N/A—29,637-29,637-100%$598.4K———
Summit Wealth Partners, LLC
N/A—28,638-28,638-100%$578.2K———
Citadel Advisors LLC
N/A—28,388-28,388-100%$573.2K———
Modern Wealth Management, LLC
N/A—26,952-26,952-100%$544.2K———
Osaic Holdings, Inc.
N/A—25,373-25,373-100%$512.2K———
National Philanthropic Trust
N/A—24,606-24,606-100%$496.8K———
Atlantic Private Wealth, LLC
N/A—21,936-21,936-100%$442.9K———
Granite Harbor Advisors, Inc.
N/A—20,590-20,590-100%$415.7K———
Wealth Management Strategies, Inc.
N/A—19,960-19,960-100%$403.0K———
Cary Street Partners Financial LLC
N/A—19,466-19,466-100%$393.0K———
Harbour Investments, Inc.
N/A—18,633-18,633-100%$376.2K———
Captrust Financial Advisors
N/A—18,108-18,108-100%$365.6K———
Reliant Wealth Planning
N/A—16,898-16,898-100%$341.2K———
Star Financial Bank
N/A—15,860-15,860-100%$320.2K———
Jaffetilchin Investment Partners, LLC
N/A—13,584-13,584-100%$274.3K———
Vestmark Advisory Solutions, Inc.
N/A—13,110-13,110-100%$264.7K———
HM Payson & Co
N/A—12,416-12,416-100%$250.7K———
Mariner, LLC
N/A—11,070-11,070-100%$223.5K———
Coldstream Capital Management Inc
N/A—10,246-10,246-100%$206.9K———
Atlantic Union Bankshares Corp
N/A—7,585-7,585-100%$153.1K———
JPL Wealth Management, LLC
N/A—4,230-4,230-100%$85.4K———
Fiduciary Financial Advisors
N/A—4,149-4,149-100%$83.8K———
CNB Bank
N/A—4,054-4,054-100%$81.9K———
Bogart Wealth, LLC
N/A—3,591-3,591-100%$72.5K———
TD Capital Management LLC
N/A—2,479-2,479-100%$50.0K———
Longview Financial Advisors LLC
N/A—1,243-1,243-100%$25.1K———
Crews Bank & Trust
N/A—1,150-1,150-100%$23.2K———
Federation des caisses Desjardins du Quebec
N/A—748-748-100%$15.1K———
Logan Capital Management Inc
N/A—682-682-100%$13.8K———
Bank of Montreal
N/A—620-620-100%$12.5K———
Showing 149 of 149 institutions