Ishares Ibonds 2027 HY Inc (IBHG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Arrow Financial Corp

INCREASED

Shares1,587,518 from 1,491,682

Change+95,836 (+6%)

Value$34.6M (+$1.6M)

Filed 2026-10-26

LPL Financial LLC

INCREASED

Shares1,473,332 from 1,250,152

Change+223,180 (+18%)

Value$32.1M (+$4.5M)

Filed 2026-11-06

Kestra Private Wealth Services, LLC

INCREASED

Shares275,380 from 196,004

Change+79,376 (+41%)

Value$6.0M (+$1.7M)

Filed 2026-11-06

Ironwood Financial, llc

INCREASED

Shares224,667 from 199,317

Change+25,350 (+13%)

Value$4.9M (+$517.2K)

Filed 2026-10-20

Concurrent Investment Advisors, LLC

INCREASED

Shares212,680 from 203,427

Change+9,253 (+5%)

Value$4.6M (+$140.5K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

DECREASED

Shares207,211 from 213,562

Change-6,351 (-3%)

Value$4.5M (-$202.4K)

Filed 2026-11-05

Mid-American Wealth Advisory Group, Inc.

DECREASED

Shares178,726 from 195,817

Change-17,091 (-9%)

Value$3.9M (-$431.0K)

Filed 2026-10-21

Straight Path Wealth Management

INCREASED

Shares144,986 from 135,333

Change+9,653 (+7%)

Value$3.2M (+$169.6K)

Filed 2026-10-23

Penobscot Investment Management Company, Inc.

INCREASED

Shares144,912 from 113,275

Change+31,637 (+28%)

Value$3.2M (+$655.1K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares133,903 from 84,487

Change+49,416 (+58%)

Value$2.9M (+$1.1M)

Filed 2026-11-02

Parallel Advisors, LLC

INCREASED

Shares118,512 from 70,375

Change+48,137 (+68%)

Value$2.6M (+$1.0M)

Filed 2026-11-03

Brucke Financial, Inc.

NEW

Shares89,372

Change+89,372

Value$1.9M

Filed 2026-10-23

Evexia Wealth LLC

INCREASED

Shares83,406 from 80,369

Change+3,037 (+4%)

Value$1.8M (+$54.0K)

Filed 2026-11-05

Walser Wealth Management Company, A Ltd Liability Co

INCREASED

Shares82,493 from 75,618

Change+6,875 (+9%)

Value$1.8M (+$127.0K)

Filed 2026-10-15

Phillips Financial Management, LLC

INCREASED

Shares66,119 from 30,000

Change+36,119 (+120%)

Value$1.4M (+$777.7K)

Filed 2026-10-19

High Note Wealth, LLC

INCREASED

Shares63,736 from 44,173

Change+19,563 (+44%)

Value$1.4M (+$412.8K)

Filed 2026-10-27

Kurv Investment Management LLC

INCREASED

Shares61,985 from 18,032

Change+43,953 (+244%)

Value$1.4M (+$951.9K)

Filed 2026-10-28

Commonwealth Financial Services, LLC

DECREASED

Shares61,519 from 120,403

Change-58,884 (-49%)

Value$1.3M (-$1.3M)

Filed 2026-10-20

Centennial Advisors, LLC

DECREASED

Shares61,034 from 61,291

Change-257 (0%)

Value$1.3M (-$24.0K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

INCREASED

Shares60,977 from 41,747

Change+19,230 (+46%)

Value$1.3M (+$406.3K)

Filed 2026-11-02

Beese Fulmer Investment Management, Inc.

INCREASED

Shares58,748 from 36,999

Change+21,749 (+59%)

Value$1.3M (+$462.6K)

Filed 2026-10-23

Bedel Financial Consulting, Inc.

INCREASED

Shares56,715 from 39,002

Change+17,713 (+45%)

Value$1.2M (+$374.1K)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares55,099 from 52,874

Change+2,225 (+4%)

Value$1.2M (+$32.6K)

Filed 2026-10-16

Thrivent Financial for Lutherans

INCREASED

Shares54,738 from 45,251

Change+9,487 (+21%)

Value$1.2M (+$189.0K)

Filed 2026-11-05

BridgePort Financial Solutions, LLC

UNCHANGED

Shares54,580 from 54,580

Change0 (0%)

Value$1.2M (-$16.4K)

Filed 2026-11-02

Focused Alpha, LLC

INCREASED

Shares53,205 from 47,815

Change+5,390 (+11%)

Value$1.2M (+$103.1K)

Filed 2026-10-20

Cornerstone Wealth Management, LLC

INCREASED

Shares52,845 from 10,487

Change+42,358 (+404%)

Value$1.2M (+$919.4K)

Filed 2026-11-04

Collaborative Fund Advisors, LLC

DECREASED

Shares48,941 from 53,208

Change-4,267 (-8%)

Value$1.1M (-$108.9K)

Filed 2026-11-02

Aspen Wealth Management LLC

INCREASED

Shares44,425 from 43,678

Change+747 (+2%)

Value$967.6K (+$3.2K)

Filed 2026-10-14

Cowa, LLC

INCREASED

Shares41,245 from 41,195

Change+50 (+0%)

Value$898.3K (-$11.3K)

Filed 2026-10-30

Guidance Point Advisors, LLC

INCREASED

Shares40,480 from 31,377

Change+9,103 (+29%)

Value$881.9K (+$188.8K)

Filed 2026-10-15

Rebalance, LLC

INCREASED

Shares38,232 from 36,927

Change+1,305 (+4%)

Value$832.7K (+$17.4K)

Filed 2026-10-22

Lido Advisors, LLC

DECREASED

Shares37,414 from 57,324

Change-19,910 (-35%)

Value$814.9K (-$450.8K)

Filed 2026-11-04

Bullock Wealth Management Group

INCREASED

Shares31,710 from 30,606

Change+1,104 (+4%)

Value$688.4K (+$16.0K)

Filed 2026-10-09

Great Valley Advisor Group, Inc.

INCREASED

Shares29,434 from 27,043

Change+2,391 (+9%)

Value$641.1K (+$44.0K)

Filed 2026-11-09

Csenge Advisory Group

INCREASED

Shares27,092 from 24,583

Change+2,509 (+10%)

Value$590.1K (+$47.3K)

Filed 2026-11-04

Klaas Financial Asset Advisors, LLC

DECREASED

Shares26,798 from 26,899

Change-101 (0%)

Value$583.7K (-$10.3K)

Filed 2026-10-19

Belpointe Asset Management LLC

UNCHANGED

Shares25,365 from 25,365

Change0 (0%)

Value$552.5K (-$7.6K)

Filed 2026-11-09

Tempus Wealth Planning, LLC

DECREASED

Shares24,148 from 24,374

Change-226 (-1%)

Value$525.9K (-$12.2K)

Filed 2026-10-14

HUB Investment Partners, LLC

INCREASED

Shares23,650 from 21,538

Change+2,112 (+10%)

Value$515.1K (+$39.5K)

Filed 2026-11-03

Occidental Asset Management, LLC

NEW

Shares22,050

Change+22,050

Value$480.2K

Filed 2026-11-05

Littlejohn Financial Services, Inc.

DECREASED

Shares19,912 from 42,898

Change-22,986 (-54%)

Value$433.7K (-$513.5K)

Filed 2026-11-06

River's Edge Wealth Management, LLC

DECREASED

Shares19,311 from 19,719

Change-408 (-2%)

Value$420.2K (-$14.2K)

Filed 2026-10-19

Beacon Financial Planning, Inc

INCREASED

Shares19,145 from 14,346

Change+4,799 (+33%)

Value$417.0K (+$100.2K)

Filed 2026-11-04

Kestra Advisory Services, LLC

DECREASED

Shares16,665 from 17,078

Change-413 (-2%)

Value$363.0K (-$14.1K)

Filed 2026-11-02

Windsor Capital Management, LLC

INCREASED

Shares16,467 from 14,892

Change+1,575 (+11%)

Value$358.7K (+$29.8K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares15,897 from 17,637

Change-1,740 (-10%)

Value$346.2K (-$43.1K)

Filed 2026-10-08

Gamma Investing LLC

INCREASED

Shares15,213 from 13,715

Change+1,498 (+11%)

Value$331.3K (+$28.5K)

Filed 2026-10-08

Sigma Planning Corp

NEW

Shares15,036

Change+15,036

Value$327.5K

Filed 2026-10-23

Thoroughbred Financial Services, LLC

DECREASED

Shares13,896 from 18,144

Change-4,248 (-23%)

Value$302.0K (-$98.0K)

Filed 2026-11-09

TFR Capital, Llc.

INCREASED

Shares13,179 from 12,794

Change+385 (+3%)

Value$287.0K (+$4.5K)

Filed 2026-11-09

Strategic Blueprint, LLC

NEW

Shares11,830

Change+11,830

Value$257.7K

Filed 2026-10-22

Signature Equity Partners, LLC

NEW

Shares11,046

Change+11,046

Value$240.6K

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares10,851 from 10,851

Change0 (0%)

Value$235.9K (-$2.4K)

Filed 2026-10-13

Tableaux LLC

DECREASED

Shares10,685 from 11,666

Change-981 (-8%)

Value$232.7K (-$24.9K)

Filed 2026-10-23

1900 Wealth Management LLC

UNCHANGED

Shares10,359 from 10,359

Change0 (0%)

Value$225.6K (-$3.1K)

Filed 2026-10-13

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares10,349 from 10,349

Change0 (0%)

Value$225.4K (-$3.1K)

Filed 2026-11-03

Level Four Advisory Services, LLC

INCREASED

Shares10,194 from 10,184

Change+10 (+0%)

Value$222.0K (-$2.8K)

Filed 2026-11-06

Wormser Freres Gestion

INCREASED

Shares9,916 from 7,270

Change+2,646 (+36%)

Value$216.0K (+$56.4K)

Filed 2026-10-21

KPP Advisory Services LLC

DECREASED

Shares9,440 from 9,640

Change-200 (-2%)

Value$205.6K (-$7.2K)

Filed 2026-10-26

International Assets Investment Management, LLC

INCREASED

Shares9,257 from 6,738

Change+2,519 (+37%)

Value$201.0K (+$52.9K)

Filed 2026-11-02

Friedenthal Financial

INCREASED

Shares7,821 from 7,077

Change+744 (+11%)

Value$170.3K (+$14.1K)

Filed 2026-10-27

10Elms LLP

INCREASED

Shares7,806 from 7,554

Change+252 (+3%)

Value$170.0K (+$3.2K)

Filed 2026-11-06

Peck Wealth Management, LLC

NEW

Shares7,600

Change+7,600

Value$165.5K

Filed 2026-10-29

TD Waterhouse Canada Inc.

NEW

Shares7,272

Change+7,272

Value$157.9K

Filed 2026-10-16

Activest Wealth Management

UNCHANGED

Shares6,740 from 6,740

Change0 (0%)

Value$146.8K (-$2.0K)

Filed 2026-10-15

Fifth Third Bancorp

UNCHANGED

Shares6,057 from 6,057

Change0 (0%)

Value$131.9K (-$1.8K)

Filed 2026-11-05

Spire Wealth Management

INCREASED

Shares2,925 from 2,916

Change+9 (+0%)

Value$63.7K (-$674)

Filed 2026-10-30

Ascentis Independent Advisors

NEW

Shares2,750

Change+2,750

Value$59.9K

Filed 2026-11-03

IFG Advisory, LLC

INCREASED

Shares2,528 from 2,492

Change+36 (+1%)

Value$55.1K (+$47)

Filed 2026-11-09

Hurley Capital, LLC

INCREASED

Shares2,429 from 2,398

Change+31 (+1%)

Value$52.9K (-$27)

Filed 2026-11-05

Allworth Financial LP

NEW

Shares2,386

Change+2,386

Value$52.7K

Filed 2026-11-06

CNB Bank

UNCHANGED

Shares2,373 from 2,373

Change0 (0%)

Value$51.7K (-$712)

Filed 2026-11-09

Golden State Wealth Management, LLC

INCREASED

Shares1,758 from 1,732

Change+26 (+2%)

Value$38.3K (+$33)

Filed 2026-11-02

Clearstead Advisors, LLC

NEW

Shares1,639

Change+1,639

Value$35.7K

Filed 2026-11-06

Nfsg Corp

UNCHANGED

Shares1,580 from 1,580

Change0 (0%)

Value$34.4K (-$474)

Filed 2026-10-15

Creative Financial Designs Inc

NEW

Shares1,324

Change+1,324

Value$28.8K

Filed 2026-11-04

Blue Trust, Inc.

INCREASED

Shares905 from 892

Change+13 (+1%)

Value$19.7K (+$17)

Filed 2026-10-15

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$17.4K (-$240)

Filed 2026-10-15

Bank of Montreal

DECREASED

Shares362 from 2,463

Change-2,101 (-85%)

Value$7.9K (-$46.5K)

Filed 2026-11-09

Financial Consulate, Inc

NEW

Shares244

Change+244

Value$5.3K

Filed 2026-10-23

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$4.9K (-$67)

Filed 2026-10-15

Harbour Investments, Inc.

UNCHANGED

Shares71 from 71

Change0 (0%)

Value$1.5K (-$22)

Filed 2026-11-09

Parkside Financial Bank & Trust

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$458 (-$6)

Filed 2026-10-27

Keeler Thomas Management LLC

CLOSED

Shares0 from 67,454

Change-67,454 (-100%)

Value$0 (-$1.5M)

Filed 2026-10-29

BIP Wealth, LLC

CLOSED

Shares0 from 37,217

Change-37,217 (-100%)

Value$0 (-$821.8K)

Filed 2026-10-22

Bank of New York Mellon Corp

CLOSED

Shares0 from 13,974

Change-13,974 (-100%)

Value$0 (-$308.5K)

Filed 2026-11-05

UBS Group AG

N/A

Shares— from 1,807,096

Change-1,807,096 (-100%)

Value—

Lbmc Investment Advisors, LLC

N/A

Shares— from 1,772,416

Change-1,772,416 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 810,422

Change-810,422 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 782,170

Change-782,170 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 401,755

Change-401,755 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 281,072

Change-281,072 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 259,328

Change-259,328 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 254,777

Change-254,777 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 196,434

Change-196,434 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 185,840

Change-185,840 (-100%)

Value—

Carr Financial Group Corp

N/A

Shares— from 150,853

Change-150,853 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 133,778

Change-133,778 (-100%)

Value—

Eight 31 Financial, LLC

N/A

Shares— from 107,168

Change-107,168 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 99,809

Change-99,809 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 90,363

Change-90,363 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 86,920

Change-86,920 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 80,213

Change-80,213 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 78,400

Change-78,400 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 73,471

Change-73,471 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 55,611

Change-55,611 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 54,604

Change-54,604 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 48,285

Change-48,285 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 47,732

Change-47,732 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 39,860

Change-39,860 (-100%)

Value—

Heartland Bank & Trust Co

N/A

Shares— from 39,171

Change-39,171 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 36,938

Change-36,938 (-100%)

Value—

Timber Creek Capital Management LLC

N/A

Shares— from 35,969

Change-35,969 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 34,015

Change-34,015 (-100%)

Value—

Wrapmanager Inc

N/A

Shares— from 33,213

Change-33,213 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 27,024

Change-27,024 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 26,580

Change-26,580 (-100%)

Value—

Madden Advisory Services, Inc.

N/A

Shares— from 25,325

Change-25,325 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 25,131

Change-25,131 (-100%)

Value—

Kastel Capital Advisors, LLC

N/A

Shares— from 24,869

Change-24,869 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 21,753

Change-21,753 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 19,035

Change-19,035 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 18,908

Change-18,908 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,688

Change-18,688 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 18,408

Change-18,408 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 18,046

Change-18,046 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 15,662

Change-15,662 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 15,067

Change-15,067 (-100%)

Value—

Landing Point Financial Group, LLC

N/A

Shares— from 14,117

Change-14,117 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 13,970

Change-13,970 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,378

Change-13,378 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 13,106

Change-13,106 (-100%)

Value—

Wick Capital Partners, LLC

N/A

Shares— from 11,377

Change-11,377 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 10,349

Change-10,349 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,113

Change-10,113 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 9,983

Change-9,983 (-100%)

Value—

Liberty Wealth Management LLC

N/A

Shares— from 9,835

Change-9,835 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 9,799

Change-9,799 (-100%)

Value—

Headinvest, LLC

N/A

Shares— from 9,325

Change-9,325 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 9,253

Change-9,253 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 9,250

Change-9,250 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,553

Change-6,553 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 6,553

Change-6,553 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 1,546

Change-1,546 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 888

Change-888 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 398

Change-398 (-100%)

Value—

FMR LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 0

Change0

Value—

	Status
Arrow Financial Corp	INCREASED	1,587,518	1,491,682	+95,836	+6%	$32.9M	$34.6M	+$1.6M	2026-10-26
LPL Financial LLC	INCREASED	1,473,332	1,250,152	+223,180	+18%	$27.6M	$32.1M	+$4.5M	2026-11-06
Kestra Private Wealth Services, LLC	INCREASED	275,380	196,004	+79,376	+41%	$4.3M	$6.0M	+$1.7M	2026-11-06
Ironwood Financial, llc	INCREASED	224,667	199,317	+25,350	+13%	$4.4M	$4.9M	+$517.2K	2026-10-20
Concurrent Investment Advisors, LLC	INCREASED	212,680	203,427	+9,253	+5%	$4.5M	$4.6M	+$140.5K	2026-10-16
J.W. Cole Advisors, Inc.	DECREASED	207,211	213,562	-6,351	-3%	$4.7M	$4.5M	-$202.4K	2026-11-05
Mid-American Wealth Advisory Group, Inc.	DECREASED	178,726	195,817	-17,091	-9%	$4.3M	$3.9M	-$431.0K	2026-10-21
Straight Path Wealth Management	INCREASED	144,986	135,333	+9,653	+7%	$3.0M	$3.2M	+$169.6K	2026-10-23
Penobscot Investment Management Company, Inc.	INCREASED	144,912	113,275	+31,637	+28%	$2.5M	$3.2M	+$655.1K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	133,903	84,487	+49,416	+58%	$1.9M	$2.9M	+$1.1M	2026-11-02
Parallel Advisors, LLC	INCREASED	118,512	70,375	+48,137	+68%	$1.6M	$2.6M	+$1.0M	2026-11-03
Brucke Financial, Inc.	NEW	89,372	—	+89,372	—	—	$1.9M	—	2026-10-23
Evexia Wealth LLC	INCREASED	83,406	80,369	+3,037	+4%	$1.8M	$1.8M	+$54.0K	2026-11-05
Walser Wealth Management Company, A Ltd Liability Co	INCREASED	82,493	75,618	+6,875	+9%	$1.7M	$1.8M	+$127.0K	2026-10-15
Phillips Financial Management, LLC	INCREASED	66,119	30,000	+36,119	+120%	$662.4K	$1.4M	+$777.7K	2026-10-19
High Note Wealth, LLC	INCREASED	63,736	44,173	+19,563	+44%	$975.3K	$1.4M	+$412.8K	2026-10-27
Kurv Investment Management LLC	INCREASED	61,985	18,032	+43,953	+244%	$398.1K	$1.4M	+$951.9K	2026-10-28
Commonwealth Financial Services, LLC	DECREASED	61,519	120,403	-58,884	-49%	$2.7M	$1.3M	-$1.3M	2026-10-20
Centennial Advisors, LLC	DECREASED	61,034	61,291	-257	0%	$1.4M	$1.3M	-$24.0K	2026-10-21
Commonwealth Equity Services, LLC	INCREASED	60,977	41,747	+19,230	+46%	$921.8K	$1.3M	+$406.3K	2026-11-02
Beese Fulmer Investment Management, Inc.	INCREASED	58,748	36,999	+21,749	+59%	$816.9K	$1.3M	+$462.6K	2026-10-23
Bedel Financial Consulting, Inc.	INCREASED	56,715	39,002	+17,713	+45%	$861.2K	$1.2M	+$374.1K	2026-11-06
IFP Advisors, Inc	INCREASED	55,099	52,874	+2,225	+4%	$1.2M	$1.2M	+$32.6K	2026-10-16
Thrivent Financial for Lutherans	INCREASED	54,738	45,251	+9,487	+21%	$999.0K	$1.2M	+$189.0K	2026-11-05
BridgePort Financial Solutions, LLC	UNCHANGED	54,580	54,580	0	0%	$1.2M	$1.2M	-$16.4K	2026-11-02
Focused Alpha, LLC	INCREASED	53,205	47,815	+5,390	+11%	$1.1M	$1.2M	+$103.1K	2026-10-20
Cornerstone Wealth Management, LLC	INCREASED	52,845	10,487	+42,358	+404%	$231.6K	$1.2M	+$919.4K	2026-11-04
Collaborative Fund Advisors, LLC	DECREASED	48,941	53,208	-4,267	-8%	$1.2M	$1.1M	-$108.9K	2026-11-02
Aspen Wealth Management LLC	INCREASED	44,425	43,678	+747	+2%	$964.4K	$967.6K	+$3.2K	2026-10-14
Cowa, LLC	INCREASED	41,245	41,195	+50	+0%	$909.6K	$898.3K	-$11.3K	2026-10-30
Guidance Point Advisors, LLC	INCREASED	40,480	31,377	+9,103	+29%	$693.1K	$881.9K	+$188.8K	2026-10-15
Rebalance, LLC	INCREASED	38,232	36,927	+1,305	+4%	$815.4K	$832.7K	+$17.4K	2026-10-22
Lido Advisors, LLC	DECREASED	37,414	57,324	-19,910	-35%	$1.3M	$814.9K	-$450.8K	2026-11-04
Bullock Wealth Management Group	INCREASED	31,710	30,606	+1,104	+4%	$672.4K	$688.4K	+$16.0K	2026-10-09
Great Valley Advisor Group, Inc.	INCREASED	29,434	27,043	+2,391	+9%	$597.1K	$641.1K	+$44.0K	2026-11-09
Csenge Advisory Group	INCREASED	27,092	24,583	+2,509	+10%	$542.8K	$590.1K	+$47.3K	2026-11-04
Klaas Financial Asset Advisors, LLC	DECREASED	26,798	26,899	-101	0%	$593.9K	$583.7K	-$10.3K	2026-10-19
Belpointe Asset Management LLC	UNCHANGED	25,365	25,365	0	0%	$560.1K	$552.5K	-$7.6K	2026-11-09
Tempus Wealth Planning, LLC	DECREASED	24,148	24,374	-226	-1%	$538.2K	$525.9K	-$12.2K	2026-10-14
HUB Investment Partners, LLC	INCREASED	23,650	21,538	+2,112	+10%	$475.6K	$515.1K	+$39.5K	2026-11-03
Occidental Asset Management, LLC	NEW	22,050	—	+22,050	—	—	$480.2K	—	2026-11-05
Littlejohn Financial Services, Inc.	DECREASED	19,912	42,898	-22,986	-54%	$947.2K	$433.7K	-$513.5K	2026-11-06
River's Edge Wealth Management, LLC	DECREASED	19,311	19,719	-408	-2%	$434.4K	$420.2K	-$14.2K	2026-10-19
Beacon Financial Planning, Inc	INCREASED	19,145	14,346	+4,799	+33%	$316.8K	$417.0K	+$100.2K	2026-11-04
Kestra Advisory Services, LLC	DECREASED	16,665	17,078	-413	-2%	$377.1K	$363.0K	-$14.1K	2026-11-02
Windsor Capital Management, LLC	INCREASED	16,467	14,892	+1,575	+11%	$328.8K	$358.7K	+$29.8K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	15,897	17,637	-1,740	-10%	$389.4K	$346.2K	-$43.1K	2026-10-08
Gamma Investing LLC	INCREASED	15,213	13,715	+1,498	+11%	$302.8K	$331.3K	+$28.5K	2026-10-08
Sigma Planning Corp	NEW	15,036	—	+15,036	—	—	$327.5K	—	2026-10-23
Thoroughbred Financial Services, LLC	DECREASED	13,896	18,144	-4,248	-23%	$400.0K	$302.0K	-$98.0K	2026-11-09
TFR Capital, Llc.	INCREASED	13,179	12,794	+385	+3%	$282.5K	$287.0K	+$4.5K	2026-11-09
Strategic Blueprint, LLC	NEW	11,830	—	+11,830	—	—	$257.7K	—	2026-10-22
Signature Equity Partners, LLC	NEW	11,046	—	+11,046	—	—	$240.6K	—	2026-10-29
Wealth Enhancement Advisory Services, LLC	UNCHANGED	10,851	10,851	0	0%	$238.3K	$235.9K	-$2.4K	2026-10-13
Tableaux LLC	DECREASED	10,685	11,666	-981	-8%	$257.6K	$232.7K	-$24.9K	2026-10-23
1900 Wealth Management LLC	UNCHANGED	10,359	10,359	0	0%	$228.7K	$225.6K	-$3.1K	2026-10-13
Ashton Thomas Private Wealth, LLC	UNCHANGED	10,349	10,349	0	0%	$228.5K	$225.4K	-$3.1K	2026-11-03
Level Four Advisory Services, LLC	INCREASED	10,194	10,184	+10	+0%	$224.9K	$222.0K	-$2.8K	2026-11-06
Wormser Freres Gestion	INCREASED	9,916	7,270	+2,646	+36%	$159.6K	$216.0K	+$56.4K	2026-10-21
KPP Advisory Services LLC	DECREASED	9,440	9,640	-200	-2%	$212.9K	$205.6K	-$7.2K	2026-10-26
International Assets Investment Management, LLC	INCREASED	9,257	6,738	+2,519	+37%	$148.0K	$201.0K	+$52.9K	2026-11-02
Friedenthal Financial	INCREASED	7,821	7,077	+744	+11%	$156.3K	$170.3K	+$14.1K	2026-10-27
10Elms LLP	INCREASED	7,806	7,554	+252	+3%	$166.8K	$170.0K	+$3.2K	2026-11-06
Peck Wealth Management, LLC	NEW	7,600	—	+7,600	—	—	$165.5K	—	2026-10-29
TD Waterhouse Canada Inc.	NEW	7,272	—	+7,272	—	—	$157.9K	—	2026-10-16
Activest Wealth Management	UNCHANGED	6,740	6,740	0	0%	$148.8K	$146.8K	-$2.0K	2026-10-15
Fifth Third Bancorp	UNCHANGED	6,057	6,057	0	0%	$133.7K	$131.9K	-$1.8K	2026-11-05
Spire Wealth Management	INCREASED	2,925	2,916	+9	+0%	$64.4K	$63.7K	-$674	2026-10-30
Ascentis Independent Advisors	NEW	2,750	—	+2,750	—	—	$59.9K	—	2026-11-03
IFG Advisory, LLC	INCREASED	2,528	2,492	+36	+1%	$55.0K	$55.1K	+$47	2026-11-09
Hurley Capital, LLC	INCREASED	2,429	2,398	+31	+1%	$52.9K	$52.9K	-$27	2026-11-05
Allworth Financial LP	NEW	2,386	—	+2,386	—	—	$52.7K	—	2026-11-06
CNB Bank	UNCHANGED	2,373	2,373	0	0%	$52.4K	$51.7K	-$712	2026-11-09
Golden State Wealth Management, LLC	INCREASED	1,758	1,732	+26	+2%	$38.3K	$38.3K	+$33	2026-11-02
Clearstead Advisors, LLC	NEW	1,639	—	+1,639	—	—	$35.7K	—	2026-11-06
Nfsg Corp	UNCHANGED	1,580	1,580	0	0%	$34.9K	$34.4K	-$474	2026-10-15
Creative Financial Designs Inc	NEW	1,324	—	+1,324	—	—	$28.8K	—	2026-11-04
Blue Trust, Inc.	INCREASED	905	892	+13	+1%	$19.7K	$19.7K	+$17	2026-10-15
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	800	800	0	0%	$17.7K	$17.4K	-$240	2026-10-15
Bank of Montreal	DECREASED	362	2,463	-2,101	-85%	$54.4K	$7.9K	-$46.5K	2026-11-09
Financial Consulate, Inc	NEW	244	—	+244	—	—	$5.3K	—	2026-10-23
Cherry Tree Wealth Management, LLC	UNCHANGED	225	225	0	0%	$5.0K	$4.9K	-$67	2026-10-15
Harbour Investments, Inc.	UNCHANGED	71	71	0	0%	$1.6K	$1.5K	-$22	2026-11-09
Parkside Financial Bank & Trust	UNCHANGED	21	21	0	0%	$464	$458	-$6	2026-10-27
Keeler Thomas Management LLC	CLOSED	0	67,454	-67,454	-100%	$1.5M	$0	-$1.5M	2026-10-29
BIP Wealth, LLC	CLOSED	0	37,217	-37,217	-100%	$821.8K	$0	-$821.8K	2026-10-22
Bank of New York Mellon Corp	CLOSED	0	13,974	-13,974	-100%	$308.5K	$0	-$308.5K	2026-11-05
UBS Group AG	N/A	—	1,807,096	-1,807,096	-100%	$39.9M	—	—	—
Lbmc Investment Advisors, LLC	N/A	—	1,772,416	-1,772,416	-100%	$39.1M	—	—	—
Wells Fargo & Company	N/A	—	810,422	-810,422	-100%	$17.9M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	782,170	-782,170	-100%	$17.3M	—	—	—
Raymond James Financial Inc	N/A	—	401,755	-401,755	-100%	$8.9M	—	—	—
Morgan Stanley	N/A	—	281,072	-281,072	-100%	$6.2M	—	—	—
Bank of America Corp	N/A	—	259,328	-259,328	-100%	$5.7M	—	—	—
Cetera Investment Advisers	N/A	—	254,777	-254,777	-100%	$5.6M	—	—	—
BlackRock, Inc.	N/A	—	196,434	-196,434	-100%	$4.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	185,840	-185,840	-100%	$4.1M	—	—	—
Carr Financial Group Corp	N/A	—	150,853	-150,853	-100%	$3.3M	—	—	—
Jane Street Group, LLC	N/A	—	133,778	-133,778	-100%	$3.0M	—	—	—
Eight 31 Financial, LLC	N/A	—	107,168	-107,168	-100%	$2.4M	—	—	—
Private Advisor Group, LLC	N/A	—	99,809	-99,809	-100%	$2.2M	—	—	—
Royal Bank of Canada	N/A	—	90,363	-90,363	-100%	$2.0M	—	—	—
Old Mission Capital LLC	N/A	—	86,920	-86,920	-100%	$1.9M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	80,213	-80,213	-100%	$1.8M	—	—	—
Advisory Services Network, LLC	N/A	—	78,400	-78,400	-100%	$1.7M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	73,471	-73,471	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	55,611	-55,611	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	54,604	-54,604	-100%	$1.2M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	48,285	-48,285	-100%	$1.1M	—	—	—
Fiduciary Financial Advisors	N/A	—	47,732	-47,732	-100%	$1.1M	—	—	—
AE Wealth Management LLC	N/A	—	39,860	-39,860	-100%	$880.1K	—	—	—
Heartland Bank & Trust Co	N/A	—	39,171	-39,171	-100%	$864.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	36,938	-36,938	-100%	$815.6K	—	—	—
Timber Creek Capital Management LLC	N/A	—	35,969	-35,969	-100%	$794.2K	—	—	—
Baird Financial Group, Inc.	N/A	—	34,015	-34,015	-100%	$751.1K	—	—	—
Wrapmanager Inc	N/A	—	33,213	-33,213	-100%	$733.3K	—	—	—
Cerity Partners LLC	N/A	—	27,024	-27,024	-100%	$596.7K	—	—	—
Stifel Financial Corp	N/A	—	26,580	-26,580	-100%	$586.9K	—	—	—
Madden Advisory Services, Inc.	N/A	—	25,325	-25,325	-100%	$559.2K	—	—	—
Rialto Wealth Management, LLC	N/A	—	25,131	-25,131	-100%	$554.9K	—	—	—
Kastel Capital Advisors, LLC	N/A	—	24,869	-24,869	-100%	$550.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	21,753	-21,753	-100%	$480.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	19,035	-19,035	-100%	$420.3K	—	—	—
Captrust Financial Advisors	N/A	—	18,908	-18,908	-100%	$417.5K	—	—	—
HighTower Advisors, LLC	N/A	—	18,688	-18,688	-100%	$412.6K	—	—	—
Citadel Advisors LLC	N/A	—	18,408	-18,408	-100%	$406.4K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	18,046	-18,046	-100%	$398.4K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	15,662	-15,662	-100%	$345.8K	—	—	—
Orion Capital Management LLC	N/A	—	15,067	-15,067	-100%	$332.7K	—	—	—
Landing Point Financial Group, LLC	N/A	—	14,117	-14,117	-100%	$311.7K	—	—	—
Equitable Holdings, Inc.	N/A	—	13,970	-13,970	-100%	$308.5K	—	—	—
Focus Partners Wealth	N/A	—	13,378	-13,378	-100%	$295.4K	—	—	—
Pure Financial Advisors, LLC	N/A	—	13,106	-13,106	-100%	$289.4K	—	—	—
Wick Capital Partners, LLC	N/A	—	11,377	-11,377	-100%	$251.2K	—	—	—
Quantinno Capital Management LP	N/A	—	10,349	-10,349	-100%	$228.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,113	-10,113	-100%	$223.3K	—	—	—
Mutual Advisors, LLC	N/A	—	9,983	-9,983	-100%	$220.4K	—	—	—
Liberty Wealth Management LLC	N/A	—	9,835	-9,835	-100%	$217.7K	—	—	—
World Investment Advisors	N/A	—	9,799	-9,799	-100%	$216.8K	—	—	—
Headinvest, LLC	N/A	—	9,325	-9,325	-100%	$205.9K	—	—	—
Waverly Advisors, LLC	N/A	—	9,253	-9,253	-100%	$204.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	9,250	-9,250	-100%	$204.2K	—	—	—
BFC Planning, Inc.	N/A	—	6,553	-6,553	-100%	$144.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	6,553	-6,553	-100%	$144.7K	—	—	—
Napier Financial, LLC	N/A	—	1,546	-1,546	-100%	$34.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	888	-888	-100%	$19.6K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	398	-398	-100%	$8.8K	—	—	—
FMR LLC	N/A	—	41	-41	-100%	$900	—	—	—
Boreal Capital Management LLC	N/A	—	0	0	—	$340.0K	—	—	—

Showing 149 of 149 institutions