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Ishares Ibond 2026 HY & Inc (IBHF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares2,060,768 from 2,228,248
Change-167,480 (-8%)
Value$46.4M (-$4.0M)
Filed 2026-11-06
Cowa, LLC
DECREASED
Shares907,199 from 1,186,840
Change-279,641 (-24%)
Value$20.4M (-$6.4M)
Filed 2026-10-30
Cornerstone Planning, LLC
INCREASED
Shares433,037 from 429,198
Change+3,839 (+1%)
Value$9.8M (+$73.9K)
Filed 2026-10-27
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares425,049 from 463,778
Change-38,729 (-8%)
Value$9.6M (-$928.2K)
Filed 2026-10-21
Delta Wealth Advisors LLC
DECREASED
Shares299,397 from 301,742
Change-2,345 (-1%)
Value$6.7M (-$89.0K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares256,585 from 209,398
Change+47,187 (+23%)
Value$5.8M (+$1.0M)
Filed 2026-11-04
Tabr Capital Management, LLC
INCREASED
Shares252,054 from 249,858
Change+2,196 (+1%)
Value$5.7M (+$19.5K)
Filed 2026-10-20
Evexia Wealth LLC
INCREASED
Shares250,628 from 243,261
Change+7,367 (+3%)
Value$5.6M (+$182.9K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares249,843 from 259,315
Change-9,472 (-4%)
Value$5.6M (-$244.5K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares205,414 from 205,340
Change+74 (+0%)
Value$4.6M (-$23.0K)
Filed 2026-11-03
High Note Wealth, LLC
INCREASED
Shares199,921 from 193,824
Change+6,097 (+3%)
Value$4.5M (+$114.1K)
Filed 2026-10-27
Scissortail Wealth Management, LLC
INCREASED
Shares183,510 from 182,741
Change+769 (+0%)
Value$4.1M (-$4.6K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares166,481 from 164,498
Change+1,983 (+1%)
Value$3.7M (+$18.3K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares152,903 from 204,781
Change-51,878 (-25%)
Value$3.4M (-$1.2M)
Filed 2026-11-06
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares135,424 from 132,422
Change+3,002 (+2%)
Value$3.1M (+$51.7K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares126,533
Change+126,533
Value$2.9M
Filed 2026-11-03
Straight Path Wealth Management
DECREASED
Shares117,849 from 124,858
Change-7,009 (-6%)
Value$2.7M (-$172.9K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares105,680 from 106,778
Change-1,098 (-1%)
Value$2.4M (-$37.6K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares94,010 from 82,690
Change+11,320 (+14%)
Value$2.1M (+$245.1K)
Filed 2026-11-03
Arrow Financial Corp
DECREASED
Shares92,487 from 124,293
Change-31,806 (-26%)
Value$2.1M (-$731.5K)
Filed 2026-10-26
Phillips Financial Management, LLC
UNCHANGED
Shares85,436 from 85,436
Change0 (0%)
Value$1.9M (-$10.3K)
Filed 2026-10-19
Centennial Advisors, LLC
DECREASED
Shares82,475 from 82,910
Change-435 (-1%)
Value$1.9M (-$19.7K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares80,846 from 103,708
Change-22,862 (-22%)
Value$1.8M (-$527.5K)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
INCREASED
Shares77,866 from 77,356
Change+510 (+1%)
Value$1.8M (+$2.2K)
Filed 2026-11-06
Commonwealth Financial Services, LLC
DECREASED
Shares74,237 from 91,649
Change-17,412 (-19%)
Value$1.7M (-$403.3K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares70,480 from 86,111
Change-15,631 (-18%)
Value$1.6M (-$362.5K)
Filed 2026-10-23
10Elms LLP
DECREASED
Shares67,536 from 81,664
Change-14,128 (-17%)
Value$1.5M (-$328.1K)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares66,630 from 70,677
Change-4,047 (-6%)
Value$1.5M (-$99.7K)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
DECREASED
Shares64,886 from 90,358
Change-25,472 (-28%)
Value$1.5M (-$584.7K)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares63,954 from 268,420
Change-204,466 (-76%)
Value$1.4M (-$4.6M)
Filed 2026-10-22
Tempus Wealth Planning, LLC
DECREASED
Shares58,544 from 64,689
Change-6,145 (-9%)
Value$1.3M (-$146.2K)
Filed 2026-10-14
Cottage Street Advisors LLC
DECREASED
Shares57,217 from 62,874
Change-5,657 (-9%)
Value$1.3M (-$135.0K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares55,148 from 197,183
Change-142,035 (-72%)
Value$1.2K (-$4.5M)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares54,504 from 51,813
Change+2,691 (+5%)
Value$1.2M (+$55.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares50,882 from 95,165
Change-44,283 (-47%)
Value$1.1M (-$1.0M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares49,770 from 47,327
Change+2,443 (+5%)
Value$1.1M (+$49.4K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares49,685 from 200,777
Change-151,092 (-75%)
Value$1.1M (-$3.4M)
Filed 2026-10-16
Thrivent Financial for Lutherans
DECREASED
Shares49,450 from 52,908
Change-3,458 (-7%)
Value$1.1M (-$87.0K)
Filed 2026-11-05
Aspen Wealth Management LLC
INCREASED
Shares43,149 from 42,241
Change+908 (+2%)
Value$972.2K (+$15.4K)
Filed 2026-10-14
Focused Alpha, LLC
DECREASED
Shares41,555 from 44,945
Change-3,390 (-8%)
Value$936.2K (-$81.8K)
Filed 2026-10-20
Golden Reserve Retirement LLC
INCREASED
Shares38,509 from 38,477
Change+32 (+0%)
Value$867.6K (-$3.9K)
Filed 2026-11-02
Rebalance, LLC
INCREASED
Shares36,978 from 35,790
Change+1,188 (+3%)
Value$833.1K (+$22.5K)
Filed 2026-10-22
Beacon Financial Planning, Inc
DECREASED
Shares36,323 from 38,834
Change-2,511 (-6%)
Value$818.4K (-$61.2K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares31,550 from 51,594
Change-20,044 (-39%)
Value$710.8K (-$457.8K)
Filed 2026-10-08
Koshinski Asset Management, Inc.
UNCHANGED
Shares30,443 from 30,443
Change0 (0%)
Value$685.9K (-$3.7K)
Filed 2026-10-29
Littlejohn Financial Services, Inc.
DECREASED
Shares29,881 from 327,252
Change-297,371 (-91%)
Value$673.2K (-$6.7M)
Filed 2026-11-06
Klaas Financial Asset Advisors, LLC
DECREASED
Shares29,842 from 29,937
Change-95 (0%)
Value$672.3K (-$5.7K)
Filed 2026-10-19
HUB Investment Partners, LLC
UNCHANGED
Shares29,628 from 29,628
Change0 (0%)
Value$667.5K (-$3.6K)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
DECREASED
Shares29,060 from 46,860
Change-17,800 (-38%)
Value$654.7K (-$406.7K)
Filed 2026-11-06
FF Advisors,LLC
DECREASED
Shares28,634 from 39,502
Change-10,868 (-28%)
Value$645.1K (-$249.6K)
Filed 2026-10-21
Magnus Financial Group LLC
DECREASED
Shares25,376 from 25,515
Change-139 (-1%)
Value$571.7K (-$6.2K)
Filed 2026-10-21
Livet Wealth, LLC
UNCHANGED
Shares25,135 from 25,135
Change0 (0%)
Value$566.3K (-$3.0K)
Filed 2026-10-27
Gateway Investment Advisers LLC
NEW
Shares24,361
Change+24,361
Value$548.9K
Filed 2026-10-13
Occidental Asset Management, LLC
INCREASED
Shares22,958 from 22,942
Change+16 (+0%)
Value$517.2K (-$2.4K)
Filed 2026-11-05
MCF Advisors LLC
INCREASED
Shares21,523 from 21,464
Change+59 (+0%)
Value$484.9K (-$1.2K)
Filed 2026-10-28
River's Edge Wealth Management, LLC
INCREASED
Shares18,785 from 18,749
Change+36 (+0%)
Value$422.7K (+$52)
Filed 2026-10-19
Ellis Investment Partners, LLC
INCREASED
Shares17,879 from 17,682
Change+197 (+1%)
Value$402.8K (+$2.3K)
Filed 2026-10-21
Focus Financial Network, Inc.
UNCHANGED
Shares17,075 from 17,075
Change0 (0%)
Value$384.7K (-$2.0K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares16,929 from 16,788
Change+141 (+1%)
Value$381.4K (+$1.2K)
Filed 2026-10-28
DeLarme Wealth Management, Inc.
NEW
Shares16,732
Change+16,732
Value$377.0K
Filed 2026-10-30
Montis Financial, LLC
DECREASED
Shares15,481 from 22,133
Change-6,652 (-30%)
Value$348.8K (-$152.5K)
Filed 2026-11-04
Stockman Wealth Management, Inc.
UNCHANGED
Shares15,340 from 15,340
Change0 (0%)
Value$345.6K (-$1.8K)
Filed 2026-10-27
Strategic Blueprint, LLC
NEW
Shares15,056
Change+15,056
Value$339.2K
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares13,740 from 13,725
Change+15 (+0%)
Value$309.6K (-$1.3K)
Filed 2026-10-30
Howland Capital Management LLC
UNCHANGED
Shares13,740 from 13,740
Change0 (0%)
Value$309.6K (-$1.6K)
Filed 2026-10-22
Summit Asset Management, LLC
DECREASED
Shares13,544 from 14,941
Change-1,397 (-9%)
Value$305.1K (-$33.3K)
Filed 2026-11-05
Bullock Wealth Management Group
DECREASED
Shares13,019 from 13,028
Change-9 (0%)
Value$292.4K (-$1.5K)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
DECREASED
Shares13,001 from 13,501
Change-500 (-4%)
Value$292.9K (-$12.9K)
Filed 2026-10-16
Moneco Advisors, LLC
DECREASED
Shares12,307 from 14,099
Change-1,792 (-13%)
Value$277.3K (-$42.1K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,850 from 11,600
Change-750 (-6%)
Value$242.7K (-$18.5K)
Filed 2026-10-13
PW Nova Financial Services LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$236.6K (-$1.3K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares9,894 from 9,876
Change+18 (+0%)
Value$222.9K (-$792)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares9,865 from 11,401
Change-1,536 (-13%)
Value$222.5K (-$35.8K)
Filed 2026-11-04
Private Client Services, LLC
DECREASED
Shares9,761 from 102,734
Change-92,973 (-90%)
Value$219.9K (-$2.1M)
Filed 2026-10-02
Tableaux LLC
DECREASED
Shares9,527 from 10,073
Change-546 (-5%)
Value$214.6K (-$13.5K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares9,122 from 9,046
Change+76 (+1%)
Value$205.6K (-$80)
Filed 2026-11-03
Truist Financial Corp
UNCHANGED
Shares8,995 from 8,995
Change0 (0%)
Value$202.7K (-$1.1K)
Filed 2026-10-30
Quad-Cities Investment Group, LLC
DECREASED
Shares8,932 from 24,500
Change-15,568 (-64%)
Value$201.2K (-$353.7K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares7,403 from 7,403
Change0 (0%)
Value$166.8K (-$888)
Filed 2026-10-15
Signature Equity Partners, LLC
NEW
Shares7,101
Change+7,101
Value$160.0K
Filed 2026-10-29
TD Waterhouse Canada Inc.
NEW
Shares7,013
Change+7,013
Value$157.4K
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares6,953 from 10,984
Change-4,031 (-37%)
Value$156.7K (-$92.1K)
Filed 2026-11-04
Allworth Financial LP
NEW
Shares6,649
Change+6,649
Value$150.6K
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares4,767 from 4,767
Change0 (0%)
Value$107.4K (-$572)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares4,665 from 4,665
Change0 (0%)
Value$105.1K (-$560)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$66.6K (-$355)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares2,874 from 2,864
Change+10 (+0%)
Value$64.8K (-$126)
Filed 2026-10-15
Clearstead Advisors, LLC
NEW
Shares1,594
Change+1,594
Value$35.9K
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares627 from 621
Change+6 (+1%)
Value$14.1K (+$81)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$9.0K (-$48)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$9.0K (-$48)
Filed 2026-10-15
Financial Consulate, Inc
NEW
Shares359
Change+359
Value$8.1K
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares216 from 371
Change-155 (-42%)
Value$4.9K (-$3.5K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$2.0K (-$11)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$23 ($0)
Filed 2026-10-15
Brucke Financial, Inc.
CLOSED
Shares0 from 83,621
Change-83,621 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-23
Ironwood Financial, llc
CLOSED
Shares0 from 77,247
Change-77,247 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-20
Keeler Thomas Management LLC
CLOSED
Shares0 from 74,115
Change-74,115 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-29
Johnson Bixby & Associates, LLC
CLOSED
Shares0 from 15,121
Change-15,121 (-100%)
Value$0 (-$342.5K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 13,431
Change-13,431 (-100%)
Value$0 (-$304.2K)
Filed 2026-10-08
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 11,083
Change-11,083 (-100%)
Value$0 (-$251.0K)
Filed 2026-10-26
Tsfg, LLC
CLOSED
Shares0 from 924
Change-924 (-100%)
Value$0 (-$21.0K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 1,349,023
Change-1,349,023 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,161,706
Change-1,161,706 (-100%)
Value—
Straightline Group LLC
N/A
Shares— from 936,881
Change-936,881 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 799,082
Change-799,082 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 714,107
Change-714,107 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 706,652
Change-706,652 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 658,086
Change-658,086 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 525,863
Change-525,863 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 508,904
Change-508,904 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 471,122
Change-471,122 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 424,308
Change-424,308 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 389,167
Change-389,167 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 307,033
Change-307,033 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 248,808
Change-248,808 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 220,129
Change-220,129 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 206,325
Change-206,325 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 203,118
Change-203,118 (-100%)
Value—
UBS Group AG
N/A
Shares— from 179,441
Change-179,441 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 178,831
Change-178,831 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 159,854
Change-159,854 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 151,962
Change-151,962 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 133,328
Change-133,328 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 131,641
Change-131,641 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 129,436
Change-129,436 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 111,989
Change-111,989 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 107,450
Change-107,450 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 103,272
Change-103,272 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 84,817
Change-84,817 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 69,075
Change-69,075 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 69,045
Change-69,045 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 68,567
Change-68,567 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 53,016
Change-53,016 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 48,790
Change-48,790 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 47,303
Change-47,303 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 44,250
Change-44,250 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 42,174
Change-42,174 (-100%)
Value—
Nwam LLC
N/A
Shares— from 38,638
Change-38,638 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,711
Change-37,711 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 36,983
Change-36,983 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 33,669
Change-33,669 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 32,228
Change-32,228 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 31,851
Change-31,851 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 30,202
Change-30,202 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 30,141
Change-30,141 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,680
Change-29,680 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 29,450
Change-29,450 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 24,722
Change-24,722 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,034
Change-23,034 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,951
Change-20,951 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,850
Change-19,850 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,561
Change-19,561 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 19,370
Change-19,370 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,966
Change-18,966 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,205
Change-18,205 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,056
Change-18,056 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 17,137
Change-17,137 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,924
Change-16,924 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,514
Change-16,514 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 16,372
Change-16,372 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 13,993
Change-13,993 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,915
Change-13,915 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,832
Change-12,832 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,479
Change-12,479 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 11,127
Change-11,127 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 10,756
Change-10,756 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 9,158
Change-9,158 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,737
Change-8,737 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 424
Change-424 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 420
Change-420 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED2,060,7682,228,248-167,480-8%$50.5M$46.4M-$4.0M2026-11-06
Cowa, LLC
DECREASED907,1991,186,840-279,641-24%$26.9M$20.4M-$6.4M2026-10-30
Cornerstone Planning, LLC
INCREASED433,037429,198+3,839+1%$9.7M$9.8M+$73.9K2026-10-27
Mid-American Wealth Advisory Group, Inc.
DECREASED425,049463,778-38,729-8%$10.5M$9.6M-$928.2K2026-10-21
Delta Wealth Advisors LLC
DECREASED299,397301,742-2,345-1%$6.8M$6.7M-$89.0K2026-10-09
Csenge Advisory Group
INCREASED256,585209,398+47,187+23%$4.7M$5.8M+$1.0M2026-11-04
Tabr Capital Management, LLC
INCREASED252,054249,858+2,196+1%$5.7M$5.7M+$19.5K2026-10-20
Evexia Wealth LLC
INCREASED250,628243,261+7,367+3%$5.5M$5.6M+$182.9K2026-11-05
Evergreen Capital Management LLC
DECREASED249,843259,315-9,472-4%$5.9M$5.6M-$244.5K2026-10-23
Parallel Advisors, LLC
INCREASED205,414205,340+74+0%$4.7M$4.6M-$23.0K2026-11-03
High Note Wealth, LLC
INCREASED199,921193,824+6,097+3%$4.4M$4.5M+$114.1K2026-10-27
Scissortail Wealth Management, LLC
INCREASED183,510182,741+769+0%$4.1M$4.1M-$4.6K2026-11-03
Krilogy Financial LLC
INCREASED166,481164,498+1,983+1%$3.7M$3.7M+$18.3K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED152,903204,781-51,878-25%$4.6M$3.4M-$1.2M2026-11-06
Walser Wealth Management Company, A Ltd Liability Co
INCREASED135,424132,422+3,002+2%$3.0M$3.1M+$51.7K2026-10-15
Ascentis Independent Advisors
NEW126,533—+126,533——$2.9M—2026-11-03
Straight Path Wealth Management
DECREASED117,849124,858-7,009-6%$2.8M$2.7M-$172.9K2026-10-23
Commonwealth Equity Services, LLC
DECREASED105,680106,778-1,098-1%$2.4M$2.4M-$37.6K2026-11-02
Endowment Wealth Management, Inc.
INCREASED94,01082,690+11,320+14%$1.9M$2.1M+$245.1K2026-11-03
Arrow Financial Corp
DECREASED92,487124,293-31,806-26%$2.8M$2.1M-$731.5K2026-10-26
Phillips Financial Management, LLC
UNCHANGED85,43685,43600%$1.9M$1.9M-$10.3K2026-10-19
Centennial Advisors, LLC
DECREASED82,47582,910-435-1%$1.9M$1.9M-$19.7K2026-10-21
Lido Advisors, LLC
DECREASED80,846103,708-22,862-22%$2.3M$1.8M-$527.5K2026-11-04
Bedel Financial Consulting, Inc.
INCREASED77,86677,356+510+1%$1.8M$1.8M+$2.2K2026-11-06
Commonwealth Financial Services, LLC
DECREASED74,23791,649-17,412-19%$2.1M$1.7M-$403.3K2026-10-20
Sowell Financial Services LLC
DECREASED70,48086,111-15,631-18%$2.0M$1.6M-$362.5K2026-10-23
10Elms LLP
DECREASED67,53681,664-14,128-17%$1.8M$1.5M-$328.1K2026-11-06
IFP Advisors, Inc
DECREASED66,63070,677-4,047-6%$1.6M$1.5M-$99.7K2026-10-16
Collaborative Fund Advisors, LLC
DECREASED64,88690,358-25,472-28%$2.0M$1.5M-$584.7K2026-11-02
BIP Wealth, LLC
DECREASED63,954268,420-204,466-76%$6.1M$1.4M-$4.6M2026-10-22
Tempus Wealth Planning, LLC
DECREASED58,54464,689-6,145-9%$1.5M$1.3M-$146.2K2026-10-14
Cottage Street Advisors LLC
DECREASED57,21762,874-5,657-9%$1.4M$1.3M-$135.0K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED55,148197,183-142,035-72%$4.5M$1.2K-$4.5M2026-11-02
International Assets Investment Management, LLC
INCREASED54,50451,813+2,691+5%$1.2M$1.2M+$55.3K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED50,88295,165-44,283-47%$2.2M$1.1M-$1.0M2026-11-04
Kestra Advisory Services, LLC
INCREASED49,77047,327+2,443+5%$1.1M$1.1M+$49.4K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED49,685200,777-151,092-75%$4.5M$1.1M-$3.4M2026-10-16
Thrivent Financial for Lutherans
DECREASED49,45052,908-3,458-7%$1.2M$1.1M-$87.0K2026-11-05
Aspen Wealth Management LLC
INCREASED43,14942,241+908+2%$956.8K$972.2K+$15.4K2026-10-14
Focused Alpha, LLC
DECREASED41,55544,945-3,390-8%$1.0M$936.2K-$81.8K2026-10-20
Golden Reserve Retirement LLC
INCREASED38,50938,477+32+0%$871.5K$867.6K-$3.9K2026-11-02
Rebalance, LLC
INCREASED36,97835,790+1,188+3%$810.6K$833.1K+$22.5K2026-10-22
Beacon Financial Planning, Inc
DECREASED36,32338,834-2,511-6%$879.6K$818.4K-$61.2K2026-11-04
Farther Finance Advisors, LLC
DECREASED31,55051,594-20,044-39%$1.2M$710.8K-$457.8K2026-10-08
Koshinski Asset Management, Inc.
UNCHANGED30,44330,44300%$689.5K$685.9K-$3.7K2026-10-29
Littlejohn Financial Services, Inc.
DECREASED29,881327,252-297,371-91%$7.4M$673.2K-$6.7M2026-11-06
Klaas Financial Asset Advisors, LLC
DECREASED29,84229,937-950%$678.1K$672.3K-$5.7K2026-10-19
HUB Investment Partners, LLC
UNCHANGED29,62829,62800%$671.1K$667.5K-$3.6K2026-11-03
Werba Rubin Papier Wealth Management
DECREASED29,06046,860-17,800-38%$1.1M$654.7K-$406.7K2026-11-06
FF Advisors,LLC
DECREASED28,63439,502-10,868-28%$894.7K$645.1K-$249.6K2026-10-21
Magnus Financial Group LLC
DECREASED25,37625,515-139-1%$577.9K$571.7K-$6.2K2026-10-21
Livet Wealth, LLC
UNCHANGED25,13525,13500%$569.3K$566.3K-$3.0K2026-10-27
Gateway Investment Advisers LLC
NEW24,361—+24,361——$548.9K—2026-10-13
Occidental Asset Management, LLC
INCREASED22,95822,942+16+0%$519.6K$517.2K-$2.4K2026-11-05
MCF Advisors LLC
INCREASED21,52321,464+59+0%$486.2K$484.9K-$1.2K2026-10-28
River's Edge Wealth Management, LLC
INCREASED18,78518,749+36+0%$422.6K$422.7K+$522026-10-19
Ellis Investment Partners, LLC
INCREASED17,87917,682+197+1%$400.5K$402.8K+$2.3K2026-10-21
Focus Financial Network, Inc.
UNCHANGED17,07517,07500%$386.7K$384.7K-$2.0K2026-10-14
Aprio Wealth Management, LLC
INCREASED16,92916,788+141+1%$380.2K$381.4K+$1.2K2026-10-28
DeLarme Wealth Management, Inc.
NEW16,732—+16,732——$377.0K—2026-10-30
Montis Financial, LLC
DECREASED15,48122,133-6,652-30%$501.3K$348.8K-$152.5K2026-11-04
Stockman Wealth Management, Inc.
UNCHANGED15,34015,34000%$347.5K$345.6K-$1.8K2026-10-27
Strategic Blueprint, LLC
NEW15,056—+15,056——$339.2K—2026-10-22
Spire Wealth Management
INCREASED13,74013,725+15+0%$310.9K$309.6K-$1.3K2026-10-30
Howland Capital Management LLC
UNCHANGED13,74013,74000%$311.2K$309.6K-$1.6K2026-10-22
Summit Asset Management, LLC
DECREASED13,54414,941-1,397-9%$338.4K$305.1K-$33.3K2026-11-05
Bullock Wealth Management Group
DECREASED13,01913,028-90%$293.9K$292.4K-$1.5K2026-10-09
Robertson Stephens Wealth Management, LLC
DECREASED13,00113,501-500-4%$305.8K$292.9K-$12.9K2026-10-16
Moneco Advisors, LLC
DECREASED12,30714,099-1,792-13%$319.3K$277.3K-$42.1K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED10,85011,600-750-6%$261.3K$242.7K-$18.5K2026-10-13
PW Nova Financial Services LLC
UNCHANGED10,50010,50000%$237.8K$236.6K-$1.3K2026-10-15
Level Four Advisory Services, LLC
INCREASED9,8949,876+18+0%$223.7K$222.9K-$7922026-11-06
Prospera Financial Services Inc
DECREASED9,86511,401-1,536-13%$258.2K$222.5K-$35.8K2026-11-04
Private Client Services, LLC
DECREASED9,761102,734-92,973-90%$2.3M$219.9K-$2.1M2026-10-02
Tableaux LLC
DECREASED9,52710,073-546-5%$228.1K$214.6K-$13.5K2026-10-23
StoneX Group Inc.
INCREASED9,1229,046+76+1%$205.7K$205.6K-$802026-11-03
Truist Financial Corp
UNCHANGED8,9958,99500%$203.7K$202.7K-$1.1K2026-10-30
Quad-Cities Investment Group, LLC
DECREASED8,93224,500-15,568-64%$554.9K$201.2K-$353.7K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED7,4037,40300%$167.7K$166.8K-$8882026-10-15
Signature Equity Partners, LLC
NEW7,101—+7,101——$160.0K—2026-10-29
TD Waterhouse Canada Inc.
NEW7,013—+7,013——$157.4K—2026-10-16
Creative Financial Designs Inc
DECREASED6,95310,984-4,031-37%$248.8K$156.7K-$92.1K2026-11-04
Allworth Financial LP
NEW6,649—+6,649——$150.6K—2026-11-06
Fifth Third Bancorp
UNCHANGED4,7674,76700%$108.0K$107.4K-$5722026-11-05
North Star Investment Management Corp.
UNCHANGED4,6654,66500%$105.7K$105.1K-$5602026-10-27
Private Trust Co NA
UNCHANGED2,9552,95500%$66.9K$66.6K-$3552026-10-20
Blue Trust, Inc.
INCREASED2,8742,864+10+0%$64.9K$64.8K-$1262026-10-15
Clearstead Advisors, LLC
NEW1,594—+1,594——$35.9K—2026-11-06
Signaturefd, LLC
INCREASED627621+6+1%$14.1K$14.1K+$812026-10-23
US Bancorp \de\
UNCHANGED40040000%$9.1K$9.0K-$482026-11-05
3 Factor Indexing, LLC
UNCHANGED39839800%$9.0K$9.0K-$482026-10-15
Financial Consulate, Inc
NEW359—+359——$8.1K—2026-10-23
Kingdom Financial Group Llc.
DECREASED216371-155-42%$8.4K$4.9K-$3.5K2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED878700%$2.0K$2.0K-$112026-11-03
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1100%$23$23$02026-10-15
Brucke Financial, Inc.
CLOSED083,621-83,621-100%$1.9M$0-$1.9M2026-10-23
Ironwood Financial, llc
CLOSED077,247-77,247-100%$1.7M$0-$1.7M2026-10-20
Keeler Thomas Management LLC
CLOSED074,115-74,115-100%$1.7M$0-$1.7M2026-10-29
Johnson Bixby & Associates, LLC
CLOSED015,121-15,121-100%$342.5K$0-$342.5K2026-10-14
Avidian Wealth Enterprises, LLC
CLOSED013,431-13,431-100%$304.2K$0-$304.2K2026-10-08
Aegis Wealth Management, Inc.
CLOSED011,083-11,083-100%$251.0K$0-$251.0K2026-10-26
Tsfg, LLC
CLOSED0924-924-100%$21.0K$0-$21.0K2026-10-23
JFS Wealth Advisors, LLC
CLOSED0320-320-100%$7.2K$0-$7.2K2026-11-03
Morgan Stanley
N/A—1,349,023-1,349,023-100%$30.6M———
Lbmc Investment Advisors, LLC
N/A—1,161,706-1,161,706-100%$26.3M———
Straightline Group LLC
N/A—936,881-936,881-100%$21.2M———
Wells Fargo & Company
N/A—799,082-799,082-100%$18.1M———
Federation des caisses Desjardins du Quebec
N/A—714,107-714,107-100%$16.2M———
Bank of America Corp
N/A—706,652-706,652-100%$16.0M———
Raymond James Financial Inc
N/A—658,086-658,086-100%$14.9M———
Ruggaard & Associates LLC
N/A—525,863-525,863-100%$11.9M———
Citadel Advisors LLC
N/A—508,904-508,904-100%$11.5M———
Baltimore-Washington Financial Advisors, Inc.
N/A—471,122-471,122-100%$10.7M———
Cetera Investment Advisers
N/A—424,308-424,308-100%$9.6M———
Stratos Wealth Partners, Ltd.
N/A—389,167-389,167-100%$8.8M———
Integrated Wealth Concepts LLC
N/A—307,033-307,033-100%$7.0M———
NewEdge Advisors, LLC
N/A—248,808-248,808-100%$5.6M———
Northwestern Mutual Wealth Management Co
N/A—220,129-220,129-100%$5.0M———
Jane Street Group, LLC
N/A—206,325-206,325-100%$4.7M———
Fiduciary Financial Advisors
N/A—203,118-203,118-100%$4.6M———
UBS Group AG
N/A—179,441-179,441-100%$4.1M———
EP Wealth Advisors, LLC
N/A—178,831-178,831-100%$4.1M———
Sequoia Financial Advisors, LLC
N/A—159,854-159,854-100%$3.6M———
Royal Bank of Canada
N/A—151,962-151,962-100%$3.4M———
Foundations Investment Advisors, LLC
N/A—133,328-133,328-100%$3.0M———
Flow Traders U.S. LLC
N/A—131,641-131,641-100%$3.0M———
Private Advisor Group, LLC
N/A—129,436-129,436-100%$2.9M———
Osaic Holdings, Inc.
N/A—111,989-111,989-100%$2.5M———
World Investment Advisors
N/A—107,450-107,450-100%$2.5M———
Eight 31 Financial, LLC
N/A—103,272-103,272-100%$2.3M———
AE Wealth Management LLC
N/A—84,817-84,817-100%$1.9M———
SkyView Investment Advisors, LLC
N/A—75,000-75,000-100%$1.7M———
Old Mission Capital LLC
N/A—69,075-69,075-100%$1.6M———
Mutual Advisors, LLC
N/A—69,045-69,045-100%$1.6M———
Landing Point Financial Group, LLC
N/A—68,567-68,567-100%$1.6M———
Migdal Insurance & Financial Holdings Ltd.
N/A—53,016-53,016-100%$1.2M———
Belpointe Asset Management LLC
N/A—48,790-48,790-100%$1.1M———
TFR Capital, Llc.
N/A—47,303-47,303-100%$1.1M———
Timber Creek Capital Management LLC
N/A—44,250-44,250-100%$1.0M———
Madden Advisory Services, Inc.
N/A—42,174-42,174-100%$955.2K———
Nwam LLC
N/A—38,638-38,638-100%$875.2K———
Sanctuary Advisors, LLC
N/A—37,711-37,711-100%$854.1K———
Heartland Bank & Trust Co
N/A—36,983-36,983-100%$837.7K———
Windsor Advisory Group, LLC
N/A—33,669-33,669-100%$762.6K———
Wrapmanager Inc
N/A—32,228-32,228-100%$730.0K———
Carr Financial Group Corp
N/A—31,851-31,851-100%$721.4K———
HM Payson & Co
N/A—30,202-30,202-100%$684.1K———
Great Valley Advisor Group, Inc.
N/A—30,141-30,141-100%$682.9K———
HighTower Advisors, LLC
N/A—29,680-29,680-100%$672.3K———
Baird Financial Group, Inc.
N/A—29,450-29,450-100%$667.0K———
Summit Wealth Partners, LLC
N/A—24,722-24,722-100%$559.9K———
Steward Partners Investment Advisory, LLC
N/A—23,034-23,034-100%$521.7K———
Captrust Financial Advisors
N/A—20,951-20,951-100%$474.5K———
Mariner, LLC
N/A—19,850-19,850-100%$449.6K———
Stifel Financial Corp
N/A—19,561-19,561-100%$443.1K———
Composition Wealth, LLC
N/A—19,370-19,370-100%$438.7K———
Rothschild Wealth LLC
N/A—18,966-18,966-100%$429.6K———
Cerity Partners LLC
N/A—18,205-18,205-100%$412.3K———
Snowden Capital Advisors LLC
N/A—18,056-18,056-100%$409.0K———
AssuredPartners Investment Advisors, LLC
N/A—17,137-17,137-100%$388.1K———
Principal Securities, Inc.
N/A—16,924-16,924-100%$383.3K———
Envestnet Asset Management Inc
N/A—16,514-16,514-100%$374.0K———
Kastel Capital Advisors, LLC
N/A—16,372-16,372-100%$375.7K———
Orion Capital Management LLC
N/A—14,000-14,000-100%$317.1K———
Mayflower Financial Advisors, LLC
N/A—13,993-13,993-100%$316.9K———
Waverly Advisors, LLC
N/A—13,915-13,915-100%$315.2K———
Focus Partners Wealth
N/A—12,832-12,832-100%$290.6K———
Equitable Holdings, Inc.
N/A—12,479-12,479-100%$282.6K———
Eldridge Investment Advisors, Inc.
N/A—11,127-11,127-100%$252.0K———
Global Retirement Partners, LLC
N/A—11,067-11,067-100%$250.7K———
Alaska Permanent Capital Management, LLC
N/A—10,756-10,756-100%$243.7K———
Freestone Capital Holdings, LLC
N/A—9,752-9,752-100%$220.9K———
Alaska Wealth Advisors, LLC
N/A—9,158-9,158-100%$207.4K———
Pure Financial Advisors, LLC
N/A—9,157-9,157-100%$207.4K———
Liberty Wealth Management LLC
N/A—8,748-8,748-100%$200.8K———
Rockefeller Capital Management L.P.
N/A—8,737-8,737-100%$197.9K———
IFG Advisory, LLC
N/A—2,564-2,564-100%$58.1K———
Bank of Montreal
N/A—2,376-2,376-100%$53.8K———
CNB Bank
N/A—2,335-2,335-100%$52.9K———
Napier Financial, LLC
N/A—1,474-1,474-100%$33.4K———
Aptus Capital Advisors, LLC
N/A—1,132-1,132-100%$25.6K———
Harbour Investments, Inc.
N/A—424-424-100%$9.6K———
National Bank of Canada
N/A—420-420-100%$9.5K———
Boreal Capital Management LLC
N/A—00—$203.9K———
Showing 184 of 184 institutions