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Ishares Ibonds DEC 2030 Trea (IBTK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Financial Advisory Corp
INCREASED
Shares1,783,915 from 15,590
Change+1,768,325 (+11343%)
Value$33.9M (+$33.6M)
Filed 2026-10-14
Horizon Advisory Services, Inc.
NEW
Shares1,081,298
Change+1,081,298
Value$20.5M
Filed 2026-10-29
Titleist Asset Management, LLC
DECREASED
Shares1,043,754 from 1,373,804
Change-330,050 (-24%)
Value$19.8M (-$7.0M)
Filed 2026-10-08
D.A. Davidson & Co.
INCREASED
Shares1,042,284 from 1,010,033
Change+32,251 (+3%)
Value$19.8M (+$56.9K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares907,252 from 272,855
Change+634,397 (+233%)
Value$17.2M (+$11.9M)
Filed 2026-11-02
Journey Advisory Group, LLC
DECREASED
Shares832,510 from 902,785
Change-70,275 (-8%)
Value$15.8M (-$1.8M)
Filed 2026-11-04
MKT Advisors LLC
DECREASED
Shares701,895 from 712,012
Change-10,117 (-1%)
Value$13.3M (-$509.1K)
Filed 2026-10-20
Denver PWM, LLC
DECREASED
Shares684,588 from 684,939
Change-351 (0%)
Value$13.0M (-$304.6K)
Filed 2026-10-22
Probity Advisors, Inc.
INCREASED
Shares648,157 from 601,267
Change+46,890 (+8%)
Value$12.3M (+$559.7K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares592,784 from 196,725
Change+396,059 (+201%)
Value$11.3M (+$7.4M)
Filed 2026-11-03
Shelton Wealth Management, LLC
INCREASED
Shares591,232 from 554,476
Change+36,756 (+7%)
Value$11.2M (+$393.0K)
Filed 2026-10-16
Legacy Private Trust Co.
DECREASED
Shares571,288 from 577,483
Change-6,195 (-1%)
Value$10.8M (-$435.3K)
Filed 2026-10-06
Waycross Investment Management Co
INCREASED
Shares549,582 from 531,033
Change+18,549 (+3%)
Value$10.4M (+$60.2K)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares523,794 from 495,545
Change+28,249 (+6%)
Value$9.9M (+$261.3K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
INCREASED
Shares504,949 from 493,754
Change+11,195 (+2%)
Value$9.6M (-$59.0K)
Filed 2026-10-05
Trust Co
DECREASED
Shares471,853 from 490,577
Change-18,724 (-4%)
Value$9.0M (-$625.4K)
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares444,518 from 396,135
Change+48,383 (+12%)
Value$8.4M (+$700.9K)
Filed 2026-11-06
MBL Wealth, LLC
NEW
Shares439,761
Change+439,761
Value$8.4M
Filed 2026-10-22
Confluence Investment Management LLC
DECREASED
Shares310,328 from 322,898
Change-12,570 (-4%)
Value$5.9M (-$416.3K)
Filed 2026-10-01
Rebalance, LLC
INCREASED
Shares304,176 from 297,499
Change+6,677 (+2%)
Value$5.8M (-$36.8K)
Filed 2026-10-22
Stockman Wealth Management, Inc.
INCREASED
Shares289,883 from 276,786
Change+13,097 (+5%)
Value$5.5M (+$96.5K)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares281,630 from 265,398
Change+16,232 (+6%)
Value$5.3M (+$162.3K)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares281,500 from 253,041
Change+28,459 (+11%)
Value$5.3M (+$401.3K)
Filed 2026-11-03
Accretive Wealth Partners, LLC
INCREASED
Shares267,178 from 211,769
Change+55,409 (+26%)
Value$5.1M (+$935.7K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares255,957 from 536,041
Change-280,084 (-52%)
Value$4.9M (-$5.6M)
Filed 2026-10-13
Howland Capital Management LLC
INCREASED
Shares226,564 from 197,806
Change+28,758 (+15%)
Value$4.3M (+$437.3K)
Filed 2026-10-22
Chatham Capital Group, Inc.
INCREASED
Shares203,975 from 198,375
Change+5,600 (+3%)
Value$3.9M (-$2.8K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares203,205 from 234,846
Change-31,641 (-13%)
Value$3.9M (-$730.0K)
Filed 2026-10-14
Community Financial Services Group, LLC
INCREASED
Shares181,132 from 36,747
Change+144,385 (+393%)
Value$3.4M (+$2.7M)
Filed 2026-10-15
Choreo, LLC
NEW
Shares170,669
Change+170,669
Value$3.2M
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares134,027 from 125,385
Change+8,642 (+7%)
Value$2.5M (+$95.2K)
Filed 2026-10-15
Asset Advisors Investment Management, LLC
NEW
Shares128,508
Change+128,508
Value$2.4M
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares126,502 from 122,597
Change+3,905 (+3%)
Value$2.4K (-$2.4M)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares125,129 from 88,892
Change+36,237 (+41%)
Value$2.4M (+$639.3K)
Filed 2026-11-06
Atwood & Palmer Inc
INCREASED
Shares124,185 from 87,410
Change+36,775 (+42%)
Value$2.4M (+$650.3K)
Filed 2026-10-08
Hughes Financial Services, LLC
INCREASED
Shares123,539 from 110,044
Change+13,495 (+12%)
Value$2.4M (+$218.6K)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares117,955 from 103,347
Change+14,608 (+14%)
Value$2.2M (+$220.6K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares82,278 from 79,797
Change+2,481 (+3%)
Value$1.6M (+$3.2K)
Filed 2026-10-16
Mechanics Bank Trust Department
DECREASED
Shares80,000 from 90,500
Change-10,500 (-12%)
Value$1.5M (-$249.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares72,154 from 27,850
Change+44,304 (+159%)
Value$1.4K (-$542.6K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares68,452 from 68,452
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares60,996 from 59,715
Change+1,281 (+2%)
Value$1.2M (-$3.1K)
Filed 2026-10-08
Associated Banc-Corp
DECREASED
Shares58,709 from 62,571
Change-3,862 (-6%)
Value$1.1M (-$107.8K)
Filed 2026-10-30
Yoder Wealth Management, Inc.
INCREASED
Shares58,657 from 49,002
Change+9,655 (+20%)
Value$1.1M (+$156.4K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares58,538 from 85,881
Change-27,343 (-32%)
Value$1.1M (-$566.5K)
Filed 2026-11-02
Old Port Advisors
DECREASED
Shares57,287 from 57,705
Change-418 (-1%)
Value$1.1M (-$39.7K)
Filed 2026-10-23
Midwest Professional Planners, Ltd.
INCREASED
Shares53,079 from 25,562
Change+27,517 (+108%)
Value$1.0M (+$508.5K)
Filed 2026-10-29
JIM Saulnier & Associates, LLC
INCREASED
Shares47,845 from 42,531
Change+5,314 (+12%)
Value$908.6K (+$77.5K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares46,626 from 60,004
Change-13,378 (-22%)
Value$886.1K (-$280.0K)
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares44,353 from 43,300
Change+1,053 (+2%)
Value$842.3K (-$3.8K)
Filed 2026-10-29
Montecito Bank & Trust
INCREASED
Shares44,049 from 41,179
Change+2,870 (+7%)
Value$836.5K (+$31.9K)
Filed 2026-10-01
Duncker Streett & Co Inc
INCREASED
Shares42,185 from 41,789
Change+396 (+1%)
Value$801.1K (-$15.5K)
Filed 2026-10-27
PFG Advisors
NEW
Shares42,046
Change+42,046
Value$798.5K
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares36,512 from 33,580
Change+2,932 (+9%)
Value$693.4K (+$37.2K)
Filed 2026-10-22
Foundry Financial Group, Inc.
DECREASED
Shares36,284 from 40,117
Change-3,833 (-10%)
Value$689.0K (-$94.9K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares35,584
Change+35,584
Value$675.7K
Filed 2026-10-26
Tableaux LLC
DECREASED
Shares33,078 from 35,237
Change-2,159 (-6%)
Value$628.2K (-$60.4K)
Filed 2026-10-23
Keeler Thomas Management LLC
INCREASED
Shares32,789 from 32,663
Change+126 (+0%)
Value$622.7K (-$15.6K)
Filed 2026-10-29
King Luther Capital Management Corp
UNCHANGED
Shares29,595 from 29,595
Change0 (0%)
Value$562.0K (-$16.3K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares28,449 from 24,792
Change+3,657 (+15%)
Value$540.2K (+$55.8K)
Filed 2026-11-04
Great Diamond Partners, LLC
INCREASED
Shares28,174 from 22,031
Change+6,143 (+28%)
Value$535.0K (+$104.5K)
Filed 2026-10-13
Compass Ion Advisors, LLC
UNCHANGED
Shares26,997 from 26,997
Change0 (0%)
Value$512.7K (-$14.8K)
Filed 2026-10-23
Merit Financial Group, LLC
NEW
Shares25,641
Change+25,641
Value$486.9K
Filed 2026-11-06
XY Planning Network, Inc.
INCREASED
Shares24,132 from 21,407
Change+2,725 (+13%)
Value$458.3K (+$40.0K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
UNCHANGED
Shares22,488 from 22,488
Change0 (0%)
Value$427.0K (-$12.4K)
Filed 2026-10-29
Mlp3, LLC
INCREASED
Shares21,620 from 13,102
Change+8,518 (+65%)
Value$410.6K (+$154.6K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares21,416 from 21,284
Change+132 (+1%)
Value$406.7K (-$9.2K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares20,629 from 23,231
Change-2,602 (-11%)
Value$391.7K (-$62.2K)
Filed 2026-10-22
Guidance Point Advisors, LLC
INCREASED
Shares20,563 from 20,529
Change+34 (+0%)
Value$390.5K (-$10.6K)
Filed 2026-10-15
Prosperity Planning, Inc.
INCREASED
Shares20,519 from 15,517
Change+5,002 (+32%)
Value$389.7K (+$86.5K)
Filed 2026-10-09
Truist Financial Corp
NEW
Shares19,865
Change+19,865
Value$377.2K
Filed 2026-10-30
Kestra Investment Management, LLC
INCREASED
Shares18,624 from 18,623
Change+1 (+0%)
Value$353.7K (-$10.2K)
Filed 2026-11-04
Trinity Wealth Management, LLC
UNCHANGED
Shares17,732 from 17,732
Change0 (0%)
Value$336.7K (-$9.8K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
NEW
Shares17,381
Change+17,381
Value$330.1K
Filed 2026-10-26
Single Point Partners, LLC
UNCHANGED
Shares16,943 from 16,943
Change0 (0%)
Value$321.7K (-$9.3K)
Filed 2026-10-19
Visionary Wealth Advisors
DECREASED
Shares16,133 from 16,572
Change-439 (-3%)
Value$306.4K (-$17.5K)
Filed 2026-11-04
Spectrum Asset Management, Inc. (NB )
NEW
Shares15,984
Change+15,984
Value$303.5K
Filed 2026-10-19
KOM Wealth Management Group, LLC
INCREASED
Shares15,699 from 15,558
Change+141 (+1%)
Value$298.1K (-$5.9K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
NEW
Shares15,630
Change+15,630
Value$296.8K
Filed 2026-10-20
Opus Capital Group, LLC
UNCHANGED
Shares15,330 from 15,330
Change0 (0%)
Value$291 (-$299.7K)
Filed 2026-10-30
Smithbridge Asset Management Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$284.9K (-$8.3K)
Filed 2026-10-19
James Investment Research, Inc.
UNCHANGED
Shares14,350 from 14,350
Change0 (0%)
Value$272.5K (-$7.9K)
Filed 2026-10-22
Barrett & Company, Inc.
INCREASED
Shares14,181 from 14,170
Change+11 (+0%)
Value$269.3K (-$7.6K)
Filed 2026-10-22
KFG Wealth Management, LLC
INCREASED
Shares13,818 from 13,734
Change+84 (+1%)
Value$262.4K (-$5.9K)
Filed 2026-10-16
Level Four Advisory Services, LLC
DECREASED
Shares13,646 from 13,842
Change-196 (-1%)
Value$259.2K (-$11.3K)
Filed 2026-11-06
Schmidt P J Investment Management Inc
UNCHANGED
Shares13,471 from 13,471
Change0 (0%)
Value$255.8K (-$7.4K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares13,007 from 13,890
Change-883 (-6%)
Value$247.0K (-$24.4K)
Filed 2026-10-20
Aspen Private Advisors, LLC
NEW
Shares13,000
Change+13,000
Value$246.9K
Filed 2026-10-27
Straight Path Wealth Management
DECREASED
Shares11,423 from 11,659
Change-236 (-2%)
Value$216.9K (-$10.9K)
Filed 2026-10-23
Hyposwiss Advisors SA
UNCHANGED
Shares11,215 from 11,215
Change0 (0%)
Value$212.9K (-$6.2K)
Filed 2026-10-26
Meridian Wealth Management, LLC
NEW
Shares10,580
Change+10,580
Value$200.9K
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares8,005 from 8,005
Change0 (0%)
Value$152.0K (-$4.4K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares7,445 from 7,190
Change+255 (+4%)
Value$141.4K (+$888)
Filed 2026-11-05
Rossmore Private Capital
NEW
Shares6,500
Change+6,500
Value$123.4K
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares5,540 from 5,540
Change0 (0%)
Value$105.2K (-$3.0K)
Filed 2026-11-02
Phillips Financial Management, LLC
UNCHANGED
Shares5,063 from 5,063
Change0 (0%)
Value$96.1K (-$2.8K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4,963 from 4,963
Change0 (0%)
Value$94.3K (-$2.7K)
Filed 2026-10-15
Concord Wealth Partners
NEW
Shares4,024
Change+4,024
Value$76.4K
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares3,990 from 3,360
Change+630 (+19%)
Value$75.8K (+$10.1K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares3,575
Change+3,575
Value$67.9K
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares3,134 from 3,134
Change0 (0%)
Value$59.5K (-$1.7K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares2,616
Change+2,616
Value$49.7K
Filed 2026-10-08
Clearstead Trust, LLC
INCREASED
Shares2,487 from 2,136
Change+351 (+16%)
Value$47.2K (+$5.5K)
Filed 2026-11-06
High Note Wealth, LLC
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$28.6K (-$829)
Filed 2026-10-27
Clearstead Advisors, LLC
NEW
Shares1,321
Change+1,321
Value$25.1K
Filed 2026-11-06
Robbins Farley
INCREASED
Shares1,046 from 1,007
Change+39 (+4%)
Value$19.9K (+$187)
Filed 2026-10-21
Pflug Koory, LLC
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$17.3K (-$501)
Filed 2026-10-26
MB, Levis & Associates, LLC
INCREASED
Shares888 from 880
Change+8 (+1%)
Value$16.9K (-$326)
Filed 2026-10-16
Clayton Financial Group LLC
NEW
Shares859
Change+859
Value$16.3K
Filed 2026-10-13
First Premier Bank
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$16 (-$1)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$14.4K (-$416)
Filed 2026-10-21
Gilpin Wealth Management, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$8.2K (-$237)
Filed 2026-10-09
PNC Financial Services Group, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$1.3K (-$39)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$684 (-$19)
Filed 2026-11-05
Creative Planning
CLOSED
Shares0 from 25,772
Change-25,772 (-100%)
Value$0 (-$503.6K)
Filed 2026-11-02
CGN Advisors LLC
CLOSED
Shares0 from 21,407
Change-21,407 (-100%)
Value$0 (-$418.3K)
Filed 2026-10-21
Mather Group, Llc.
CLOSED
Shares0 from 8,348
Change-8,348 (-100%)
Value$0 (-$163.1K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 2,616
Change-2,616 (-100%)
Value$0 (-$51.1K)
Filed 2026-10-28
Assetmark, Inc
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-21
Wells Fargo & Company
N/A
Shares— from 3,148,800
Change-3,148,800 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,861,909
Change-2,861,909 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,030,426
Change-2,030,426 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,383,189
Change-1,383,189 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,352,130
Change-1,352,130 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,341,750
Change-1,341,750 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,203,728
Change-1,203,728 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,058,574
Change-1,058,574 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 709,148
Change-709,148 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 686,872
Change-686,872 (-100%)
Value—
UBS Group AG
N/A
Shares— from 665,373
Change-665,373 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 540,886
Change-540,886 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 517,756
Change-517,756 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 496,614
Change-496,614 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 483,015
Change-483,015 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 459,994
Change-459,994 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 454,129
Change-454,129 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 426,449
Change-426,449 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 356,942
Change-356,942 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 284,901
Change-284,901 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 230,021
Change-230,021 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 196,484
Change-196,484 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 169,590
Change-169,590 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 164,416
Change-164,416 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 159,424
Change-159,424 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 157,609
Change-157,609 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 153,569
Change-153,569 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 109,107
Change-109,107 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 105,280
Change-105,280 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 96,566
Change-96,566 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 86,097
Change-86,097 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 78,858
Change-78,858 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 69,841
Change-69,841 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 60,633
Change-60,633 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 57,517
Change-57,517 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 41,998
Change-41,998 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 34,881
Change-34,881 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 34,509
Change-34,509 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 30,827
Change-30,827 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 29,283
Change-29,283 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 29,280
Change-29,280 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 29,078
Change-29,078 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 27,347
Change-27,347 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 26,874
Change-26,874 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,783
Change-25,783 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,622
Change-25,622 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 25,095
Change-25,095 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 24,765
Change-24,765 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 23,949
Change-23,949 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 17,267
Change-17,267 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 15,941
Change-15,941 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 14,894
Change-14,894 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 14,558
Change-14,558 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,407
Change-14,407 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 14,349
Change-14,349 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 13,879
Change-13,879 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 13,758
Change-13,758 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 13,578
Change-13,578 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 11,686
Change-11,686 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,886
Change-10,886 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 10,090
Change-10,090 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
CNB Bank
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 404
Change-404 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 345
Change-345 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Financial Advisory Corp
INCREASED1,783,91515,590+1,768,325+11343%$304.6K$33.9M+$33.6M2026-10-14
Horizon Advisory Services, Inc.
NEW1,081,298—+1,081,298——$20.5M—2026-10-29
Titleist Asset Management, LLC
DECREASED1,043,7541,373,804-330,050-24%$26.8M$19.8M-$7.0M2026-10-08
D.A. Davidson & Co.
INCREASED1,042,2841,010,033+32,251+3%$19.7M$19.8M+$56.9K2026-10-28
Commonwealth Equity Services, LLC
INCREASED907,252272,855+634,397+233%$5.3M$17.2M+$11.9M2026-11-02
Journey Advisory Group, LLC
DECREASED832,510902,785-70,275-8%$17.6M$15.8M-$1.8M2026-11-04
MKT Advisors LLC
DECREASED701,895712,012-10,117-1%$13.8M$13.3M-$509.1K2026-10-20
Denver PWM, LLC
DECREASED684,588684,939-3510%$13.3M$13.0M-$304.6K2026-10-22
Probity Advisors, Inc.
INCREASED648,157601,267+46,890+8%$11.7M$12.3M+$559.7K2026-10-23
Parallel Advisors, LLC
INCREASED592,784196,725+396,059+201%$3.8M$11.3M+$7.4M2026-11-03
Shelton Wealth Management, LLC
INCREASED591,232554,476+36,756+7%$10.8M$11.2M+$393.0K2026-10-16
Legacy Private Trust Co.
DECREASED571,288577,483-6,195-1%$11.3M$10.8M-$435.3K2026-10-06
Waycross Investment Management Co
INCREASED549,582531,033+18,549+3%$10.4M$10.4M+$60.2K2026-10-14
Krilogy Financial LLC
INCREASED523,794495,545+28,249+6%$9.7M$9.9M+$261.3K2026-10-13
Heartwood Wealth Advisors LLC
INCREASED504,949493,754+11,195+2%$9.6M$9.6M-$59.0K2026-10-05
Trust Co
DECREASED471,853490,577-18,724-4%$9.6M$9.0M-$625.4K2026-10-09
LPL Financial LLC
INCREASED444,518396,135+48,383+12%$7.7M$8.4M+$700.9K2026-11-06
MBL Wealth, LLC
NEW439,761—+439,761——$8.4M—2026-10-22
Confluence Investment Management LLC
DECREASED310,328322,898-12,570-4%$6.3M$5.9M-$416.3K2026-10-01
Rebalance, LLC
INCREASED304,176297,499+6,677+2%$5.8M$5.8M-$36.8K2026-10-22
Stockman Wealth Management, Inc.
INCREASED289,883276,786+13,097+5%$5.4M$5.5M+$96.5K2026-10-27
Central Trust Co
INCREASED281,630265,398+16,232+6%$5.2M$5.3M+$162.3K2026-11-05
Asset Dedication, LLC
INCREASED281,500253,041+28,459+11%$4.9M$5.3M+$401.3K2026-11-03
Accretive Wealth Partners, LLC
INCREASED267,178211,769+55,409+26%$4.1M$5.1M+$935.7K2026-11-06
Bailard, Inc.
DECREASED255,957536,041-280,084-52%$10.5M$4.9M-$5.6M2026-10-13
Howland Capital Management LLC
INCREASED226,564197,806+28,758+15%$3.9M$4.3M+$437.3K2026-10-22
Chatham Capital Group, Inc.
INCREASED203,975198,375+5,600+3%$3.9M$3.9M-$2.8K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED203,205234,846-31,641-13%$4.6M$3.9M-$730.0K2026-10-14
Community Financial Services Group, LLC
INCREASED181,13236,747+144,385+393%$714.9K$3.4M+$2.7M2026-10-15
Choreo, LLC
NEW170,669—+170,669——$3.2M—2026-10-28
Atria Investments, Inc
INCREASED134,027125,385+8,642+7%$2.5M$2.5M+$95.2K2026-10-15
Asset Advisors Investment Management, LLC
NEW128,508—+128,508——$2.4M—2026-10-19
Park Avenue Securities LLC
INCREASED126,502122,597+3,905+3%$2.4M$2.4K-$2.4M2026-10-26
Valmark Advisers, Inc.
INCREASED125,12988,892+36,237+41%$1.7M$2.4M+$639.3K2026-11-06
Atwood & Palmer Inc
INCREASED124,18587,410+36,775+42%$1.7M$2.4M+$650.3K2026-10-08
Hughes Financial Services, LLC
INCREASED123,539110,044+13,495+12%$2.2M$2.4M+$218.6K2026-10-30
Signaturefd, LLC
INCREASED117,955103,347+14,608+14%$2.0M$2.2M+$220.6K2026-10-23
IFP Advisors, Inc
INCREASED82,27879,797+2,481+3%$1.6M$1.6M+$3.2K2026-10-16
Mechanics Bank Trust Department
DECREASED80,00090,500-10,500-12%$1.8M$1.5M-$249.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED72,15427,850+44,304+159%$544.0K$1.4K-$542.6K2026-11-02
Allworth Financial LP
UNCHANGED68,45268,45200%$1.3M$1.3M$02026-11-06
Apella Capital, LLC
INCREASED60,99659,715+1,281+2%$1.2M$1.2M-$3.1K2026-10-08
Associated Banc-Corp
DECREASED58,70962,571-3,862-6%$1.2M$1.1M-$107.8K2026-10-30
Yoder Wealth Management, Inc.
INCREASED58,65749,002+9,655+20%$957.5K$1.1M+$156.4K2026-10-13
Kestra Advisory Services, LLC
DECREASED58,53885,881-27,343-32%$1.7M$1.1M-$566.5K2026-11-02
Old Port Advisors
DECREASED57,28757,705-418-1%$1.1M$1.1M-$39.7K2026-10-23
Midwest Professional Planners, Ltd.
INCREASED53,07925,562+27,517+108%$499.5K$1.0M+$508.5K2026-10-29
JIM Saulnier & Associates, LLC
INCREASED47,84542,531+5,314+12%$831.1K$908.6K+$77.5K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED46,62660,004-13,378-22%$1.2M$886.1K-$280.0K2026-10-13
MV Capital Management, Inc.
INCREASED44,35343,300+1,053+2%$846.1K$842.3K-$3.8K2026-10-29
Montecito Bank & Trust
INCREASED44,04941,179+2,870+7%$804.6K$836.5K+$31.9K2026-10-01
Duncker Streett & Co Inc
INCREASED42,18541,789+396+1%$816.6K$801.1K-$15.5K2026-10-27
PFG Advisors
NEW42,046—+42,046——$798.5K—2026-10-16
BIP Wealth, LLC
INCREASED36,51233,580+2,932+9%$656.2K$693.4K+$37.2K2026-10-22
Foundry Financial Group, Inc.
DECREASED36,28440,117-3,833-10%$783.9K$689.0K-$94.9K2026-10-28
Leo Wealth, LLC
NEW35,584—+35,584——$675.7K—2026-10-26
Tableaux LLC
DECREASED33,07835,237-2,159-6%$688.5K$628.2K-$60.4K2026-10-23
Keeler Thomas Management LLC
INCREASED32,78932,663+126+0%$638.2K$622.7K-$15.6K2026-10-29
King Luther Capital Management Corp
UNCHANGED29,59529,59500%$578.3K$562.0K-$16.3K2026-11-05
Lido Advisors, LLC
INCREASED28,44924,792+3,657+15%$484.4K$540.2K+$55.8K2026-11-04
Great Diamond Partners, LLC
INCREASED28,17422,031+6,143+28%$430.5K$535.0K+$104.5K2026-10-13
Compass Ion Advisors, LLC
UNCHANGED26,99726,99700%$527.5K$512.7K-$14.8K2026-10-23
Merit Financial Group, LLC
NEW25,641—+25,641——$486.9K—2026-11-06
XY Planning Network, Inc.
INCREASED24,13221,407+2,725+13%$418.3K$458.3K+$40.0K2026-10-14
DecisionMap Wealth Management, LLC
UNCHANGED22,48822,48800%$439.4K$427.0K-$12.4K2026-10-29
Mlp3, LLC
INCREASED21,62013,102+8,518+65%$256.0K$410.6K+$154.6K2026-10-22
Jacobi Capital Management LLC
INCREASED21,41621,284+132+1%$415.9K$406.7K-$9.2K2026-11-05
Capital Investment Advisors, LLC
DECREASED20,62923,231-2,602-11%$453.9K$391.7K-$62.2K2026-10-22
Guidance Point Advisors, LLC
INCREASED20,56320,529+34+0%$401.1K$390.5K-$10.6K2026-10-15
Prosperity Planning, Inc.
INCREASED20,51915,517+5,002+32%$303.2K$389.7K+$86.5K2026-10-09
Truist Financial Corp
NEW19,865—+19,865——$377.2K—2026-10-30
Kestra Investment Management, LLC
INCREASED18,62418,623+1+0%$363.9K$353.7K-$10.2K2026-11-04
Trinity Wealth Management, LLC
UNCHANGED17,73217,73200%$346.5K$336.7K-$9.8K2026-10-13
Midland Wealth Advisors, LLC
NEW17,381—+17,381——$330.1K—2026-10-26
Single Point Partners, LLC
UNCHANGED16,94316,94300%$331.1K$321.7K-$9.3K2026-10-19
Visionary Wealth Advisors
DECREASED16,13316,572-439-3%$323.8K$306.4K-$17.5K2026-11-04
Spectrum Asset Management, Inc. (NB )
NEW15,984—+15,984——$303.5K—2026-10-19
KOM Wealth Management Group, LLC
INCREASED15,69915,558+141+1%$304.0K$298.1K-$5.9K2026-10-15
Prime Capital Investment Advisors, LLC
NEW15,630—+15,630——$296.8K—2026-10-20
Opus Capital Group, LLC
UNCHANGED15,33015,33000%$300.0K$291-$299.7K2026-10-30
Smithbridge Asset Management Inc
UNCHANGED15,00015,00000%$293.1K$284.9K-$8.3K2026-10-19
James Investment Research, Inc.
UNCHANGED14,35014,35000%$280.4K$272.5K-$7.9K2026-10-22
Barrett & Company, Inc.
INCREASED14,18114,170+11+0%$276.9K$269.3K-$7.6K2026-10-22
KFG Wealth Management, LLC
INCREASED13,81813,734+84+1%$268.4K$262.4K-$5.9K2026-10-16
Level Four Advisory Services, LLC
DECREASED13,64613,842-196-1%$270.5K$259.2K-$11.3K2026-11-06
Schmidt P J Investment Management Inc
UNCHANGED13,47113,47100%$263.2K$255.8K-$7.4K2026-11-02
Physician Wealth Advisors, Inc.
DECREASED13,00713,890-883-6%$271.4K$247.0K-$24.4K2026-10-20
Aspen Private Advisors, LLC
NEW13,000—+13,000——$246.9K—2026-10-27
Straight Path Wealth Management
DECREASED11,42311,659-236-2%$227.8K$216.9K-$10.9K2026-10-23
Hyposwiss Advisors SA
UNCHANGED11,21511,21500%$219.1K$212.9K-$6.2K2026-10-26
Meridian Wealth Management, LLC
NEW10,580—+10,580——$200.9K—2026-11-05
United Community Bank
UNCHANGED8,0058,00500%$156.4K$152.0K-$4.4K2026-10-28
Fifth Third Bancorp
INCREASED7,4457,190+255+4%$140.5K$141.4K+$8882026-11-05
Rossmore Private Capital
NEW6,500—+6,500——$123.4K—2026-10-27
Key FInancial Inc
UNCHANGED5,5405,54000%$108.3K$105.2K-$3.0K2026-11-02
Phillips Financial Management, LLC
UNCHANGED5,0635,06300%$98.9K$96.1K-$2.8K2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED4,9634,96300%$97.0K$94.3K-$2.7K2026-10-15
Concord Wealth Partners
NEW4,024—+4,024——$76.4K—2026-11-02
US Bancorp \de\
INCREASED3,9903,360+630+19%$65.7K$75.8K+$10.1K2026-11-05
Laurel Wealth Advisors LLC
NEW3,575—+3,575——$67.9K—2026-10-27
NBH Bank
UNCHANGED3,1343,13400%$61.2K$59.5K-$1.7K2026-11-05
Farther Finance Advisors, LLC
NEW2,616—+2,616——$49.7K—2026-10-08
Clearstead Trust, LLC
INCREASED2,4872,136+351+16%$41.7K$47.2K+$5.5K2026-11-06
High Note Wealth, LLC
UNCHANGED1,5081,50800%$29.5K$28.6K-$8292026-10-27
Clearstead Advisors, LLC
NEW1,321—+1,321——$25.1K—2026-11-06
Robbins Farley
INCREASED1,0461,007+39+4%$19.7K$19.9K+$1872026-10-21
Pflug Koory, LLC
UNCHANGED91191100%$17.8K$17.3K-$5012026-10-26
MB, Levis & Associates, LLC
INCREASED888880+8+1%$17.2K$16.9K-$3262026-10-16
Clayton Financial Group LLC
NEW859—+859——$16.3K—2026-10-13
First Premier Bank
UNCHANGED84984900%$17$16-$12026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED75675600%$14.8K$14.4K-$4162026-10-21
Gilpin Wealth Management, LLC
UNCHANGED43043000%$8.4K$8.2K-$2372026-10-09
PNC Financial Services Group, Inc.
UNCHANGED717100%$1.4K$1.3K-$392026-11-06
Larson Financial Group LLC
UNCHANGED363600%$703$684-$192026-11-05
Creative Planning
CLOSED025,772-25,772-100%$503.6K$0-$503.6K2026-11-02
CGN Advisors LLC
CLOSED021,407-21,407-100%$418.3K$0-$418.3K2026-10-21
Mather Group, Llc.
CLOSED08,348-8,348-100%$163.1K$0-$163.1K2026-10-14
MCF Advisors LLC
CLOSED02,616-2,616-100%$51.1K$0-$51.1K2026-10-28
Assetmark, Inc
CLOSED0126-126-100%$2.5K$0-$2.5K2026-10-21
Wells Fargo & Company
N/A—3,148,800-3,148,800-100%$61.5M———
Mercer Global Advisors Inc
N/A—2,861,909-2,861,909-100%$55.9M———
Bank of America Corp
N/A—2,030,426-2,030,426-100%$39.7M———
Envestnet Asset Management Inc
N/A—1,383,189-1,383,189-100%$27.0M———
BlackRock, Inc.
N/A—1,352,130-1,352,130-100%$26.4M———
United Capital Financial Advisors, LLC
N/A—1,341,750-1,341,750-100%$26.2M———
HM Payson & Co
N/A—1,203,728-1,203,728-100%$23.5M———
MML Investors Services, LLC
N/A—1,058,574-1,058,574-100%$20.7M———
Ameriprise Financial Inc
N/A—709,148-709,148-100%$13.9M———
Wealth Management Strategies, Inc.
N/A—686,872-686,872-100%$13.4M———
UBS Group AG
N/A—665,373-665,373-100%$13.0M———
NewEdge Advisors, LLC
N/A—540,886-540,886-100%$10.6M———
Eight 31 Financial, LLC
N/A—517,756-517,756-100%$10.1M———
Royal Bank of Canada
N/A—496,614-496,614-100%$9.7M———
Morgan Stanley
N/A—483,015-483,015-100%$9.4M———
Arax Advisory Partners
N/A—459,994-459,994-100%$9.0M———
Snowden Capital Advisors LLC
N/A—454,129-454,129-100%$8.9M———
Raymond James Financial Inc
N/A—426,449-426,449-100%$8.3M———
Cetera Investment Advisers
N/A—356,942-356,942-100%$7.0M———
Baird Financial Group, Inc.
N/A—284,901-284,901-100%$5.6M———
Thoroughbred Financial Services, LLC
N/A—230,021-230,021-100%$4.5M———
Janney Montgomery Scott LLC
N/A—196,484-196,484-100%$3.8M———
Northwestern Mutual Wealth Management Co
N/A—169,590-169,590-100%$3.3M———
Boston Family Office LLC
N/A—164,416-164,416-100%$3.2M———
HighTower Advisors, LLC
N/A—159,424-159,424-100%$3.1M———
Sanctuary Advisors, LLC
N/A—157,609-157,609-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—153,569-153,569-100%$3.0M———
Stifel Financial Corp
N/A—109,107-109,107-100%$2.1M———
Osaic Holdings, Inc.
N/A—105,280-105,280-100%$2.1M———
Financial Engines Advisors L.L.C.
N/A—96,566-96,566-100%$1.9M———
Citadel Advisors LLC
N/A—86,097-86,097-100%$1.7M———
Belpointe Asset Management LLC
N/A—78,858-78,858-100%$1.5M———
Leavell Investment Management, Inc.
N/A—69,841-69,841-100%$1.4M———
First National Bank of Omaha
N/A—60,633-60,633-100%$1.2M———
SCS Capital Management LLC
N/A—57,517-57,517-100%$1.1M———
Reliant Wealth Planning
N/A—41,998-41,998-100%$820.6K———
Cary Street Partners Financial LLC
N/A—34,881-34,881-100%$681.6K———
Cerity Partners LLC
N/A—34,509-34,509-100%$674.3K———
Atlantic Private Wealth, LLC
N/A—30,827-30,827-100%$602.4K———
AQR Capital Management LLC
N/A—29,283-29,283-100%$572.2K———
Heartland Bank & Trust Co
N/A—29,280-29,280-100%$572.1K———
Focus Partners Wealth
N/A—29,078-29,078-100%$568.2K———
Captrust Financial Advisors
N/A—27,347-27,347-100%$534.4K———
Modern Wealth Management, LLC
N/A—26,874-26,874-100%$525.1K———
Jane Street Group, LLC
N/A—25,783-25,783-100%$503.8K———
Equitable Holdings, Inc.
N/A—25,622-25,622-100%$500.7K———
Harbour Investments, Inc.
N/A—25,095-25,095-100%$490.4K———
Granite Harbor Advisors, Inc.
N/A—24,765-24,765-100%$483.9K———
Daybright Advisory Services, Inc.
N/A—23,949-23,949-100%$464.5K———
Northstar Group, Inc.
N/A—17,267-17,267-100%$337.4K———
Passive Capital Management, Llc.
N/A—15,941-15,941-100%$316.3K———
Vestmark Advisory Solutions, Inc.
N/A—14,894-14,894-100%$291.0K———
Element Wealth, LLC
N/A—14,558-14,558-100%$284.5K———
Principal Securities, Inc.
N/A—14,407-14,407-100%$281.5K———
Liberty Wealth Management LLC
N/A—14,349-14,349-100%$283.0K———
Jaffetilchin Investment Partners, LLC
N/A—13,879-13,879-100%$271.2K———
Spreng Capital Management, Inc.
N/A—13,758-13,758-100%$268.8K———
Coldstream Capital Management Inc
N/A—13,578-13,578-100%$265.3K———
Hanover Advisors Inc
N/A—11,686-11,686-100%$228.3K———
World Investment Advisors
N/A—10,886-10,886-100%$214.7K———
Lbmc Investment Advisors, LLC
N/A—10,090-10,090-100%$197.2K———
CreativeOne Wealth, LLC
N/A—10,037-10,037-100%$196.1K———
Atlantic Union Bankshares Corp
N/A—9,202-9,202-100%$179.8K———
Crews Bank & Trust
N/A—8,975-8,975-100%$175.4K———
Hills Bank & Trust Co
N/A—6,118-6,118-100%$119.5K———
National Bank of Canada
N/A—5,326-5,326-100%$104.0K———
Fiduciary Financial Advisors
N/A—4,292-4,292-100%$83.9K———
CNB Bank
N/A—4,190-4,190-100%$81.9K———
Bogart Wealth, LLC
N/A—3,560-3,560-100%$69.6K———
JPL Wealth Management, LLC
N/A—3,384-3,384-100%$66.1K———
Rockefeller Capital Management L.P.
N/A—2,567-2,567-100%$50.2K———
Bank of Montreal
N/A—2,556-2,556-100%$49.9K———
TD Capital Management LLC
N/A—2,304-2,304-100%$45.0K———
Longview Financial Advisors LLC
N/A—1,148-1,148-100%$22.4K———
Vanguard Advisers Inc
N/A—404-404-100%$7.9K———
Logan Capital Management Inc
N/A—345-345-100%$6.7K———
Smartleaf Asset Management LLC
N/A—1-1-100%$20———
Showing 196 of 196 institutions