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Ishares Ibonds DEC 2029 Term (IBTJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares1,754,598 from 1,700,849
Change+53,749 (+3%)
Value$37.2M (+$418.0K)
Filed 2026-10-22
Asset Advisors Investment Management, LLC
INCREASED
Shares1,709,106 from 1,340,715
Change+368,391 (+27%)
Value$36.3M (+$7.2M)
Filed 2026-10-19
True Private Wealth Advisors
INCREASED
Shares1,702,962 from 1,669,970
Change+32,992 (+2%)
Value$36.1M (-$9.5K)
Filed 2026-10-19
Financial Advisory Corp
INCREASED
Shares1,653,449 from 1,598,459
Change+54,990 (+3%)
Value$35.1M (+$487.8K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares1,320,019 from 588,260
Change+731,759 (+124%)
Value$28.0M (+$15.3M)
Filed 2026-11-06
Hengehold Capital Management LLC
INCREASED
Shares1,196,533 from 1,114,945
Change+81,588 (+7%)
Value$25.4M (+$1.3M)
Filed 2026-10-16
HighTower Advisors, LLC
INCREASED
Shares1,186,808 from 84,520
Change+1,102,288 (+1304%)
Value$25.2M (+$23.4M)
Filed 2026-11-10
Atwood & Palmer Inc
DECREASED
Shares913,459 from 958,727
Change-45,268 (-5%)
Value$19.4M (-$1.4M)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares890,336 from 640,840
Change+249,496 (+39%)
Value$18.9M (+$5.0M)
Filed 2026-11-06
Journey Advisory Group, LLC
DECREASED
Shares781,949 from 808,737
Change-26,788 (-3%)
Value$16.6M (-$912.3K)
Filed 2026-11-04
Denver PWM, LLC
INCREASED
Shares695,280 from 685,352
Change+9,928 (+1%)
Value$14.8M (-$29.2K)
Filed 2026-10-22
MKT Advisors LLC
DECREASED
Shares660,121 from 661,757
Change-1,636 (0%)
Value$14.0M (-$249.8K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares639,490 from 159,660
Change+479,830 (+301%)
Value$13.6M (+$10.1M)
Filed 2026-11-03
Probity Advisors, Inc.
INCREASED
Shares575,047 from 530,491
Change+44,556 (+8%)
Value$12.2M (+$720.3K)
Filed 2026-10-23
Legacy Private Trust Co.
DECREASED
Shares549,620 from 555,562
Change-5,942 (-1%)
Value$11.7M (-$362.2K)
Filed 2026-10-06
Shelton Wealth Management, LLC
INCREASED
Shares533,016 from 501,211
Change+31,805 (+6%)
Value$11.3M (+$462.0K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares512,518 from 562,283
Change-49,765 (-9%)
Value$10.9M (-$1.3M)
Filed 2026-10-13
Waycross Investment Management Co
INCREASED
Shares456,903 from 443,173
Change+13,730 (+3%)
Value$9.7M (+$103.1K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
INCREASED
Shares456,166 from 446,254
Change+9,912 (+2%)
Value$9.7M (+$20.7K)
Filed 2026-10-05
Commonwealth Equity Services, LLC
DECREASED
Shares435,466 from 790,679
Change-355,213 (-45%)
Value$9.2M (-$7.9M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares423,539 from 396,112
Change+27,427 (+7%)
Value$9.0M (+$414.0K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares390,740 from 373,145
Change+17,595 (+5%)
Value$8.3M (+$214.9K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
NEW
Shares370,000
Change+370,000
Value$7.9M
Filed 2026-10-07
D.A. Davidson & Co.
DECREASED
Shares355,823 from 382,798
Change-26,975 (-7%)
Value$7.6M (-$735.2K)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares351,915 from 237,720
Change+114,195 (+48%)
Value$7.5M (+$2.3M)
Filed 2026-10-14
Foronjy Financial LLC
INCREASED
Shares321,987 from 315,571
Change+6,416 (+2%)
Value$6.8M (+$2.1K)
Filed 2026-10-14
Confluence Investment Management LLC
NEW
Shares314,762
Change+314,762
Value$6.7M
Filed 2026-10-01
Fagan Associates, Inc.
INCREASED
Shares314,158 from 294,216
Change+19,942 (+7%)
Value$6.7M (+$298.2K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares287,772 from 274,945
Change+12,827 (+5%)
Value$6.1M (+$155.4K)
Filed 2026-11-05
Rebalance, LLC
INCREASED
Shares276,465 from 270,435
Change+6,030 (+2%)
Value$5.9M (+$13.1K)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares272,385 from 247,828
Change+24,557 (+10%)
Value$5.8M (+$415.9K)
Filed 2026-11-03
Stockman Wealth Management, Inc.
INCREASED
Shares265,845 from 255,938
Change+9,907 (+4%)
Value$5.6M (+$101.5K)
Filed 2026-10-27
Accretive Wealth Partners, LLC
INCREASED
Shares251,175 from 201,935
Change+49,240 (+24%)
Value$5.3M (+$959.3K)
Filed 2026-11-06
Belpointe Asset Management LLC
INCREASED
Shares227,863 from 222,170
Change+5,693 (+3%)
Value$4.8M (+$26.4K)
Filed 2026-11-09
Signaturefd, LLC
INCREASED
Shares216,968 from 168,985
Change+47,983 (+28%)
Value$4.6M (+$946.6K)
Filed 2026-10-23
Howland Capital Management LLC
INCREASED
Shares197,700 from 176,332
Change+21,368 (+12%)
Value$4.2M (+$378.6K)
Filed 2026-10-22
Northstar Group, Inc.
UNCHANGED
Shares170,987 from 170,987
Change0 (0%)
Value$3.6M (-$72.0K)
Filed 2026-11-10
Thoroughbred Financial Services, LLC
DECREASED
Shares157,218 from 165,829
Change-8,611 (-5%)
Value$3.3M (-$254.0K)
Filed 2026-11-09
Choreo, LLC
NEW
Shares154,897
Change+154,897
Value$3.3M
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares151,684 from 123,650
Change+28,034 (+23%)
Value$3.2M (+$553.1K)
Filed 2026-10-08
Community Financial Services Group, LLC
INCREASED
Shares147,590 from 34,386
Change+113,204 (+329%)
Value$3.1M (+$2.4M)
Filed 2026-10-15
MV Capital Management, Inc.
UNCHANGED
Shares142,758 from 142,758
Change0 (0%)
Value$3.0M (-$60.7K)
Filed 2026-10-29
Leavell Investment Management, Inc.
INCREASED
Shares133,268 from 117,569
Change+15,699 (+13%)
Value$2.8M (+$283.2K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares127,463 from 43,414
Change+84,049 (+194%)
Value$2.7M (+$1.8M)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares122,767 from 101,265
Change+21,502 (+21%)
Value$2.6M (+$413.3K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares118,046 from 82,003
Change+36,043 (+44%)
Value$2.5M (+$730.2K)
Filed 2026-10-15
Hughes Financial Services, LLC
INCREASED
Shares113,961 from 102,834
Change+11,127 (+11%)
Value$2.4M (+$209.6K)
Filed 2026-10-30
Midwest Professional Planners, Ltd.
INCREASED
Shares108,006 from 76,724
Change+31,282 (+41%)
Value$2.3M (+$631.4K)
Filed 2026-10-29
Titleist Asset Management, LLC
INCREASED
Shares106,262 from 99,482
Change+6,780 (+7%)
Value$2.3M (+$101.6K)
Filed 2026-10-08
BIP Wealth, LLC
INCREASED
Shares94,750 from 57,901
Change+36,849 (+64%)
Value$2.0M (+$757.5K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares80,106
Change+80,106
Value$1.7M
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares79,119 from 79,119
Change0 (0%)
Value$1.7M (+$5)
Filed 2026-11-06
Montecito Bank & Trust
INCREASED
Shares69,414 from 61,837
Change+7,577 (+12%)
Value$1.5M (+$134.5K)
Filed 2026-10-01
Associated Banc-Corp
DECREASED
Shares68,794 from 69,243
Change-449 (-1%)
Value$1.5M (-$39.0K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares67,856 from 56,505
Change+11,351 (+20%)
Value$1.4M (+$216.9K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares67,086 from 66,483
Change+603 (+1%)
Value$1.4M (-$15.5K)
Filed 2026-10-16
JIM Saulnier & Associates, LLC
DECREASED
Shares60,670 from 60,840
Change-170 (0%)
Value$1.3M (-$29.5K)
Filed 2026-11-04
King Luther Capital Management Corp
UNCHANGED
Shares59,610 from 59,610
Change0 (0%)
Value$1.3M (-$25.3K)
Filed 2026-11-05
Foundry Financial Group, Inc.
DECREASED
Shares54,943 from 59,547
Change-4,604 (-8%)
Value$1.2M (-$123.0K)
Filed 2026-10-28
Great Diamond Partners, LLC
INCREASED
Shares53,802 from 37,075
Change+16,727 (+45%)
Value$1.1M (+$339.3K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares48,664 from 48,658
Change+6 (+0%)
Value$1.0M (-$22.0K)
Filed 2026-11-05
Compass Ion Advisors, LLC
INCREASED
Shares42,731 from 38,091
Change+4,640 (+12%)
Value$907.0K (+$82.3K)
Filed 2026-10-23
Peck Wealth Management, LLC
NEW
Shares42,450
Change+42,450
Value$901.0K
Filed 2026-10-29
Atlantic Private Wealth, LLC
DECREASED
Shares40,901 from 41,119
Change-218 (-1%)
Value$868.1K (-$22.1K)
Filed 2026-11-09
Moulton Wealth Management, Inc
DECREASED
Shares40,263 from 42,408
Change-2,145 (-5%)
Value$854.0K (-$60.7K)
Filed 2026-10-13
Duncker Streett & Co Inc
INCREASED
Shares38,101 from 37,740
Change+361 (+1%)
Value$808.7K (-$8.4K)
Filed 2026-10-27
KOM Wealth Management Group, LLC
INCREASED
Shares36,192 from 35,636
Change+556 (+2%)
Value$768.2K (-$3.3K)
Filed 2026-10-15
Chris Bulman Inc
DECREASED
Shares35,456 from 35,591
Change-135 (0%)
Value$752.5K (-$18.0K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares32,603 from 33,270
Change-667 (-2%)
Value$692.0K (-$28.3K)
Filed 2026-10-22
Mendota Financial Group, LLC
INCREASED
Shares32,111 from 31,807
Change+304 (+1%)
Value$681.5K (-$7.1K)
Filed 2026-10-07
Keeler Thomas Management LLC
INCREASED
Shares30,943 from 28,920
Change+2,023 (+7%)
Value$656.8K (+$30.6K)
Filed 2026-10-29
Straight Path Wealth Management
INCREASED
Shares29,965 from 28,628
Change+1,337 (+5%)
Value$636.0K (+$16.2K)
Filed 2026-10-23
KFG Wealth Management, LLC
DECREASED
Shares29,862 from 41,440
Change-11,578 (-28%)
Value$633.8K (-$263.4K)
Filed 2026-10-16
Harbour Investments, Inc.
INCREASED
Shares29,645 from 29,356
Change+289 (+1%)
Value$629.2K (-$6.3K)
Filed 2026-11-09
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares27,441 from 27,441
Change0 (0%)
Value$582.4K (-$11.7K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
INCREASED
Shares25,045 from 24,081
Change+964 (+4%)
Value$531.6K (+$10.2K)
Filed 2026-11-02
Prosperity Planning, Inc.
INCREASED
Shares24,742 from 17,889
Change+6,853 (+38%)
Value$525.1K (+$137.8K)
Filed 2026-10-09
TFO Wealth Partners, LLC
NEW
Shares24,368
Change+24,368
Value$517.2K
Filed 2026-11-09
Mlp3, LLC
INCREASED
Shares24,122 from 16,754
Change+7,368 (+44%)
Value$512.0K (+$149.3K)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares23,919 from 22,761
Change+1,158 (+5%)
Value$507.7K (+$14.9K)
Filed 2026-11-05
Old Port Advisors
UNCHANGED
Shares22,564 from 22,564
Change0 (0%)
Value$478.9K (-$9.6K)
Filed 2026-10-23
Tableaux LLC
DECREASED
Shares21,728 from 23,225
Change-1,497 (-6%)
Value$461.2K (-$41.6K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares21,697 from 17,225
Change+4,472 (+26%)
Value$460.5K (+$87.6K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares21,545 from 20,856
Change+689 (+3%)
Value$457.3K (+$5.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares21,475
Change+21,475
Value$456.2K
Filed 2026-10-13
Opus Capital Group, LLC
INCREASED
Shares20,850 from 13,900
Change+6,950 (+50%)
Value$443.0K (+$142.0K)
Filed 2026-10-30
Atwater Malick LLC
INCREASED
Shares20,698 from 18,428
Change+2,270 (+12%)
Value$439.3K (+$40.3K)
Filed 2026-10-15
DecisionMap Wealth Management, LLC
UNCHANGED
Shares20,302 from 20,302
Change0 (0%)
Value$430.9K (-$8.6K)
Filed 2026-10-29
Jacobi Capital Management LLC
INCREASED
Shares19,867 from 19,740
Change+127 (+1%)
Value$421.7K (-$5.7K)
Filed 2026-11-05
Walleye Partners, LLC
INCREASED
Shares19,311 from 19,252
Change+59 (+0%)
Value$409.9K (-$6.9K)
Filed 2026-10-13
Towne Trust Company, N.a
INCREASED
Shares18,786 from 16,486
Change+2,300 (+14%)
Value$398.7K (+$41.8K)
Filed 2026-10-28
Barrett & Company, Inc.
INCREASED
Shares18,749 from 16,334
Change+2,415 (+15%)
Value$397.9K (+$44.3K)
Filed 2026-10-22
Truist Financial Corp
NEW
Shares18,438
Change+18,438
Value$391.3K
Filed 2026-10-30
Smithbridge Asset Management Inc
UNCHANGED
Shares18,400 from 18,400
Change0 (0%)
Value$390.5K (-$7.8K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares17,767 from 10,068
Change+7,699 (+76%)
Value$377.1K (+$159.1K)
Filed 2026-10-23
Madrid Wealth Management, LLC
UNCHANGED
Shares16,901 from 16,901
Change0 (0%)
Value$358.7K (-$7.2K)
Filed 2026-10-23
Kestra Investment Management, LLC
INCREASED
Shares16,848 from 16,847
Change+1 (+0%)
Value$357.6K (-$7.1K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares16,671 from 18,203
Change-1,532 (-8%)
Value$353.8K (-$40.3K)
Filed 2026-10-20
Trinity Wealth Management, LLC
INCREASED
Shares15,891 from 15,722
Change+169 (+1%)
Value$337.3K (-$3.1K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
NEW
Shares15,556
Change+15,556
Value$330.2K
Filed 2026-10-26
Single Point Partners, LLC
UNCHANGED
Shares15,309 from 15,309
Change0 (0%)
Value$324.9K (-$6.5K)
Filed 2026-10-19
Cyr Financial Inc.
DECREASED
Shares14,228 from 14,381
Change-153 (-1%)
Value$302.0K (-$9.4K)
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares14,011 from 14,011
Change0 (0%)
Value$303.3K ($0)
Filed 2026-10-06
James Investment Research, Inc.
UNCHANGED
Shares13,696 from 13,696
Change0 (0%)
Value$290.7K (-$5.8K)
Filed 2026-10-22
Old Mission Investment Co LLC
INCREASED
Shares13,502 from 13,082
Change+420 (+3%)
Value$286.6K (+$3.4K)
Filed 2026-10-22
Coldstream Capital Management Inc
UNCHANGED
Shares13,426 from 13,426
Change0 (0%)
Value$285.0K (-$5.7K)
Filed 2026-11-09
Milestone Asset Management, LLC
INCREASED
Shares13,244 from 12,835
Change+409 (+3%)
Value$281.1K (+$3.2K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares13,063 from 13,059
Change+4 (+0%)
Value$277.3K (-$5.5K)
Filed 2026-11-06
Alamar Capital Management, LLC
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$269.6K (-$5.4K)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares12,395 from 12,274
Change+121 (+1%)
Value$263.1K (-$2.6K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
UNCHANGED
Shares12,389 from 12,389
Change0 (0%)
Value$262.9K (-$4.7K)
Filed 2026-10-19
Guidance Point Advisors, LLC
INCREASED
Shares12,127 from 12,112
Change+15 (+0%)
Value$257.4K (-$4.8K)
Filed 2026-10-15
Aspen Private Advisors, LLC
NEW
Shares11,750
Change+11,750
Value$249.4K
Filed 2026-10-27
Highland Financial Advisors, LLC
UNCHANGED
Shares11,698 from 11,698
Change0 (0%)
Value$248.3K (-$5.0K)
Filed 2026-10-19
Horizons Wealth Management
NEW
Shares11,616
Change+11,616
Value$246.6K
Filed 2026-10-05
Resonant Capital Advisors, LLC
UNCHANGED
Shares11,603 from 11,603
Change0 (0%)
Value$246.3K (-$4.9K)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
INCREASED
Shares10,750 from 9,500
Change+1,250 (+13%)
Value$228.2K (+$22.5K)
Filed 2026-10-26
Creative Planning
DECREASED
Shares10,600 from 26,768
Change-16,168 (-60%)
Value$225.0K (-$354.5K)
Filed 2026-11-02
KPP Advisory Services LLC
NEW
Shares10,500
Change+10,500
Value$222.9K
Filed 2026-10-26
Trust Co
UNCHANGED
Shares10,272 from 10,272
Change0 (0%)
Value$218.0K (-$4.4K)
Filed 2026-10-09
Ellis Investment Partners, LLC
NEW
Shares9,429
Change+9,429
Value$200.1K
Filed 2026-10-21
Pinnacle Bancorp, Inc.
INCREASED
Shares9,036 from 5,277
Change+3,759 (+71%)
Value$191.8K (+$77.5K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
DECREASED
Shares7,943 from 12,936
Change-4,993 (-39%)
Value$168.6K (-$111.5K)
Filed 2026-10-20
Concord Wealth Partners
NEW
Shares7,154
Change+7,154
Value$151.9K
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED
Shares6,383 from 6,291
Change+92 (+1%)
Value$135.5K (-$721)
Filed 2026-10-15
High Note Wealth, LLC
UNCHANGED
Shares5,744 from 5,744
Change0 (0%)
Value$121.9K (-$2.4K)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares4,995 from 4,995
Change0 (0%)
Value$106.0K (-$2.1K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares4,658 from 4,614
Change+44 (+1%)
Value$98.9K (-$1.0K)
Filed 2026-10-08
US Bancorp \de\
UNCHANGED
Shares4,095 from 4,095
Change0 (0%)
Value$86.9K (-$1.7K)
Filed 2026-11-05
Hara Capital LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$84.9K (-$1.7K)
Filed 2026-10-30
CNB Bank
UNCHANGED
Shares3,783 from 3,783
Change0 (0%)
Value$80.3K (-$1.6K)
Filed 2026-11-09
First Premier Bank
UNCHANGED
Shares3,590 from 3,590
Change0 (0%)
Value$76.0K (+$75.9K)
Filed 2026-10-13
NBH Bank
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$60.2K (-$1.2K)
Filed 2026-11-05
Bessemer Group Inc
NEW
Shares2,451
Change+2,451
Value$52.0K
Filed 2026-11-09
Hyposwiss Advisors SA
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$48.4K (-$969)
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares1,923
Change+1,923
Value$40.8K
Filed 2026-10-27
Bank of Montreal
DECREASED
Shares1,798 from 2,346
Change-548 (-23%)
Value$38.2K (-$12.6K)
Filed 2026-11-09
Laurel Wealth Advisors LLC
NEW
Shares1,200
Change+1,200
Value$25.5K
Filed 2026-10-27
Clearstead Advisors, LLC
NEW
Shares1,190
Change+1,190
Value$25.3K
Filed 2026-11-06
Clayton Financial Group LLC
NEW
Shares979
Change+979
Value$20.8K
Filed 2026-10-13
Robbins Farley
INCREASED
Shares938 from 912
Change+26 (+3%)
Value$19.9K (+$165)
Filed 2026-10-21
Clearstead Trust, LLC
NEW
Shares552
Change+552
Value$11.7K
Filed 2026-11-06
Gilpin Wealth Management, LLC
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$8.2K (-$165)
Filed 2026-10-09
J. R. Prunier Capital Management LLC
INCREASED
Shares307 from 304
Change+3 (+1%)
Value$6.5K (-$68)
Filed 2026-11-09
PNC Financial Services Group, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.4K (-$28)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$1.1K (-$23)
Filed 2026-11-05
Es4, LLC
CLOSED
Shares0 from 457,923
Change-457,923 (-100%)
Value$0 (-$10.6M)
Filed 2026-11-09
MCF Advisors LLC
CLOSED
Shares0 from 431,897
Change-431,897 (-100%)
Value$0 (-$10.0M)
Filed 2026-10-28
CGN Advisors LLC
CLOSED
Shares0 from 17,225
Change-17,225 (-100%)
Value$0 (-$372.9K)
Filed 2026-10-21
Cowa, LLC
CLOSED
Shares0 from 15,725
Change-15,725 (-100%)
Value$0 (-$340.4K)
Filed 2026-10-30
Autumn Glory Partners, LLC
CLOSED
Shares0 from 12,014
Change-12,014 (-100%)
Value$0 (-$260.1K)
Filed 2026-10-26
MGO One Seven LLC
CLOSED
Shares0 from 11,063
Change-11,063 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 9,862
Change-9,862 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-08
Washington Trust Co
CLOSED
Shares0 from 9,362
Change-9,362 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 9,358
Change-9,358 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-29
Compass Financial Management LLC
CLOSED
Shares0 from 733
Change-733 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-30
Lanark Financial, Inc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$562)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 3,449,133
Change-3,449,133 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,763,412
Change-2,763,412 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,580,593
Change-2,580,593 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,766,489
Change-1,766,489 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,434,792
Change-1,434,792 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,295,472
Change-1,295,472 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,273,661
Change-1,273,661 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,220,815
Change-1,220,815 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,039,013
Change-1,039,013 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 961,074
Change-961,074 (-100%)
Value—
UBS Group AG
N/A
Shares— from 937,678
Change-937,678 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 781,914
Change-781,914 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 577,575
Change-577,575 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 561,142
Change-561,142 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 533,453
Change-533,453 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 499,976
Change-499,976 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 436,563
Change-436,563 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 324,028
Change-324,028 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 322,517
Change-322,517 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 290,713
Change-290,713 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 275,978
Change-275,978 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 263,619
Change-263,619 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 259,495
Change-259,495 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 253,729
Change-253,729 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 184,177
Change-184,177 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 182,778
Change-182,778 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 178,937
Change-178,937 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 178,850
Change-178,850 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 132,570
Change-132,570 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 130,972
Change-130,972 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 123,865
Change-123,865 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 67,080
Change-67,080 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 65,858
Change-65,858 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 61,315
Change-61,315 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 60,101
Change-60,101 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 49,694
Change-49,694 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 43,558
Change-43,558 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 42,790
Change-42,790 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 36,161
Change-36,161 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 33,094
Change-33,094 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,450
Change-32,450 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 32,325
Change-32,325 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 28,821
Change-28,821 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 27,923
Change-27,923 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 26,232
Change-26,232 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,730
Change-24,730 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 24,234
Change-24,234 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 21,652
Change-21,652 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 19,589
Change-19,589 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,538
Change-17,538 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 17,375
Change-17,375 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 17,319
Change-17,319 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 17,193
Change-17,193 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,280
Change-16,280 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,925
Change-15,925 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 14,726
Change-14,726 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 14,521
Change-14,521 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 13,590
Change-13,590 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 13,295
Change-13,295 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,051
Change-13,051 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,962
Change-12,962 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 12,923
Change-12,923 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 12,403
Change-12,403 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,853
Change-10,853 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,530
Change-9,530 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,352
Change-9,352 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 9,352
Change-9,352 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
FMR LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Brookstone Capital Management
INCREASED1,754,5981,700,849+53,749+3%$36.8M$37.2M+$418.0K2026-10-22
Asset Advisors Investment Management, LLC
INCREASED1,709,1061,340,715+368,391+27%$29.0M$36.3M+$7.2M2026-10-19
True Private Wealth Advisors
INCREASED1,702,9621,669,970+32,992+2%$36.2M$36.1M-$9.5K2026-10-19
Financial Advisory Corp
INCREASED1,653,4491,598,459+54,990+3%$34.6M$35.1M+$487.8K2026-10-14
Merit Financial Group, LLC
INCREASED1,320,019588,260+731,759+124%$12.7M$28.0M+$15.3M2026-11-06
Hengehold Capital Management LLC
INCREASED1,196,5331,114,945+81,588+7%$24.1M$25.4M+$1.3M2026-10-16
HighTower Advisors, LLC
INCREASED1,186,80884,520+1,102,288+1304%$1.8M$25.2M+$23.4M2026-11-10
Atwood & Palmer Inc
DECREASED913,459958,727-45,268-5%$20.8M$19.4M-$1.4M2026-10-08
LPL Financial LLC
INCREASED890,336640,840+249,496+39%$13.9M$18.9M+$5.0M2026-11-06
Journey Advisory Group, LLC
DECREASED781,949808,737-26,788-3%$17.5M$16.6M-$912.3K2026-11-04
Denver PWM, LLC
INCREASED695,280685,352+9,928+1%$14.8M$14.8M-$29.2K2026-10-22
MKT Advisors LLC
DECREASED660,121661,757-1,6360%$14.3M$14.0M-$249.8K2026-10-20
Parallel Advisors, LLC
INCREASED639,490159,660+479,830+301%$3.5M$13.6M+$10.1M2026-11-03
Probity Advisors, Inc.
INCREASED575,047530,491+44,556+8%$11.5M$12.2M+$720.3K2026-10-23
Legacy Private Trust Co.
DECREASED549,620555,562-5,942-1%$12.0M$11.7M-$362.2K2026-10-06
Shelton Wealth Management, LLC
INCREASED533,016501,211+31,805+6%$10.9M$11.3M+$462.0K2026-10-16
Krilogy Financial LLC
DECREASED512,518562,283-49,765-9%$12.2M$10.9M-$1.3M2026-10-13
Waycross Investment Management Co
INCREASED456,903443,173+13,730+3%$9.6M$9.7M+$103.1K2026-10-14
Heartwood Wealth Advisors LLC
INCREASED456,166446,254+9,912+2%$9.7M$9.7M+$20.7K2026-10-05
Commonwealth Equity Services, LLC
DECREASED435,466790,679-355,213-45%$17.1M$9.2M-$7.9M2026-11-02
Park Avenue Securities LLC
INCREASED423,539396,112+27,427+7%$8.6M$9.0M+$414.0K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED390,740373,145+17,595+5%$8.1M$8.3M+$214.9K2026-10-16
Wealth Enhancement Trust Services, Inc.
NEW370,000—+370,000——$7.9M—2026-10-07
D.A. Davidson & Co.
DECREASED355,823382,798-26,975-7%$8.3M$7.6M-$735.2K2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED351,915237,720+114,195+48%$5.1M$7.5M+$2.3M2026-10-14
Foronjy Financial LLC
INCREASED321,987315,571+6,416+2%$6.8M$6.8M+$2.1K2026-10-14
Confluence Investment Management LLC
NEW314,762—+314,762——$6.7M—2026-10-01
Fagan Associates, Inc.
INCREASED314,158294,216+19,942+7%$6.4M$6.7M+$298.2K2026-10-13
Central Trust Co
INCREASED287,772274,945+12,827+5%$6.0M$6.1M+$155.4K2026-11-05
Rebalance, LLC
INCREASED276,465270,435+6,030+2%$5.9M$5.9M+$13.1K2026-10-22
Asset Dedication, LLC
INCREASED272,385247,828+24,557+10%$5.4M$5.8M+$415.9K2026-11-03
Stockman Wealth Management, Inc.
INCREASED265,845255,938+9,907+4%$5.5M$5.6M+$101.5K2026-10-27
Accretive Wealth Partners, LLC
INCREASED251,175201,935+49,240+24%$4.4M$5.3M+$959.3K2026-11-06
Belpointe Asset Management LLC
INCREASED227,863222,170+5,693+3%$4.8M$4.8M+$26.4K2026-11-09
Signaturefd, LLC
INCREASED216,968168,985+47,983+28%$3.7M$4.6M+$946.6K2026-10-23
Howland Capital Management LLC
INCREASED197,700176,332+21,368+12%$3.8M$4.2M+$378.6K2026-10-22
Northstar Group, Inc.
UNCHANGED170,987170,98700%$3.7M$3.6M-$72.0K2026-11-10
Thoroughbred Financial Services, LLC
DECREASED157,218165,829-8,611-5%$3.6M$3.3M-$254.0K2026-11-09
Choreo, LLC
NEW154,897—+154,897——$3.3M—2026-10-28
Apella Capital, LLC
INCREASED151,684123,650+28,034+23%$2.7M$3.2M+$553.1K2026-10-08
Community Financial Services Group, LLC
INCREASED147,59034,386+113,204+329%$741.5K$3.1M+$2.4M2026-10-15
MV Capital Management, Inc.
UNCHANGED142,758142,75800%$3.1M$3.0M-$60.7K2026-10-29
Leavell Investment Management, Inc.
INCREASED133,268117,569+15,699+13%$2.5M$2.8M+$283.2K2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED127,46343,414+84,049+194%$940.0K$2.7M+$1.8M2026-11-02
Valmark Advisers, Inc.
INCREASED122,767101,265+21,502+21%$2.2M$2.6M+$413.3K2026-11-06
Atria Investments, Inc
INCREASED118,04682,003+36,043+44%$1.8M$2.5M+$730.2K2026-10-15
Hughes Financial Services, LLC
INCREASED113,961102,834+11,127+11%$2.2M$2.4M+$209.6K2026-10-30
Midwest Professional Planners, Ltd.
INCREASED108,00676,724+31,282+41%$1.7M$2.3M+$631.4K2026-10-29
Titleist Asset Management, LLC
INCREASED106,26299,482+6,780+7%$2.2M$2.3M+$101.6K2026-10-08
BIP Wealth, LLC
INCREASED94,75057,901+36,849+64%$1.3M$2.0M+$757.5K2026-10-22
Leo Wealth, LLC
NEW80,106—+80,106——$1.7M—2026-10-26
Allworth Financial LP
UNCHANGED79,11979,11900%$1.7M$1.7M+$52026-11-06
Montecito Bank & Trust
INCREASED69,41461,837+7,577+12%$1.3M$1.5M+$134.5K2026-10-01
Associated Banc-Corp
DECREASED68,79469,243-449-1%$1.5M$1.5M-$39.0K2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED67,85656,505+11,351+20%$1.2M$1.4M+$216.9K2026-11-05
IFP Advisors, Inc
INCREASED67,08666,483+603+1%$1.4M$1.4M-$15.5K2026-10-16
JIM Saulnier & Associates, LLC
DECREASED60,67060,840-1700%$1.3M$1.3M-$29.5K2026-11-04
King Luther Capital Management Corp
UNCHANGED59,61059,61000%$1.3M$1.3M-$25.3K2026-11-05
Foundry Financial Group, Inc.
DECREASED54,94359,547-4,604-8%$1.3M$1.2M-$123.0K2026-10-28
Great Diamond Partners, LLC
INCREASED53,80237,075+16,727+45%$802.7K$1.1M+$339.3K2026-10-13
Thrivent Financial for Lutherans
INCREASED48,66448,658+6+0%$1.1M$1.0M-$22.0K2026-11-05
Compass Ion Advisors, LLC
INCREASED42,73138,091+4,640+12%$824.7K$907.0K+$82.3K2026-10-23
Peck Wealth Management, LLC
NEW42,450—+42,450——$901.0K—2026-10-29
Atlantic Private Wealth, LLC
DECREASED40,90141,119-218-1%$890.2K$868.1K-$22.1K2026-11-09
Moulton Wealth Management, Inc
DECREASED40,26342,408-2,145-5%$914.7K$854.0K-$60.7K2026-10-13
Duncker Streett & Co Inc
INCREASED38,10137,740+361+1%$817.1K$808.7K-$8.4K2026-10-27
KOM Wealth Management Group, LLC
INCREASED36,19235,636+556+2%$771.5K$768.2K-$3.3K2026-10-15
Chris Bulman Inc
DECREASED35,45635,591-1350%$770.6K$752.5K-$18.0K2026-10-20
Capital Investment Advisors, LLC
DECREASED32,60333,270-667-2%$720.3K$692.0K-$28.3K2026-10-22
Mendota Financial Group, LLC
INCREASED32,11131,807+304+1%$688.6K$681.5K-$7.1K2026-10-07
Keeler Thomas Management LLC
INCREASED30,94328,920+2,023+7%$626.1K$656.8K+$30.6K2026-10-29
Straight Path Wealth Management
INCREASED29,96528,628+1,337+5%$619.8K$636.0K+$16.2K2026-10-23
KFG Wealth Management, LLC
DECREASED29,86241,440-11,578-28%$897.2K$633.8K-$263.4K2026-10-16
Harbour Investments, Inc.
INCREASED29,64529,356+289+1%$635.6K$629.2K-$6.3K2026-11-09
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED27,44127,44100%$594.1K$582.4K-$11.7K2026-11-02
Schmidt P J Investment Management Inc
INCREASED25,04524,081+964+4%$521.4K$531.6K+$10.2K2026-11-02
Prosperity Planning, Inc.
INCREASED24,74217,889+6,853+38%$387.3K$525.1K+$137.8K2026-10-09
TFO Wealth Partners, LLC
NEW24,368—+24,368——$517.2K—2026-11-09
Mlp3, LLC
INCREASED24,12216,754+7,368+44%$362.7K$512.0K+$149.3K2026-10-22
Fifth Third Bancorp
INCREASED23,91922,761+1,158+5%$492.8K$507.7K+$14.9K2026-11-05
Old Port Advisors
UNCHANGED22,56422,56400%$488.5K$478.9K-$9.6K2026-10-23
Tableaux LLC
DECREASED21,72823,225-1,497-6%$502.8K$461.2K-$41.6K2026-10-23
XY Planning Network, Inc.
INCREASED21,69717,225+4,472+26%$372.9K$460.5K+$87.6K2026-10-14
Kestra Advisory Services, LLC
INCREASED21,54520,856+689+3%$451.5K$457.3K+$5.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW21,475—+21,475——$456.2K—2026-10-13
Opus Capital Group, LLC
INCREASED20,85013,900+6,950+50%$301.0K$443.0K+$142.0K2026-10-30
Atwater Malick LLC
INCREASED20,69818,428+2,270+12%$399.0K$439.3K+$40.3K2026-10-15
DecisionMap Wealth Management, LLC
UNCHANGED20,30220,30200%$439.5K$430.9K-$8.6K2026-10-29
Jacobi Capital Management LLC
INCREASED19,86719,740+127+1%$427.4K$421.7K-$5.7K2026-11-05
Walleye Partners, LLC
INCREASED19,31119,252+59+0%$416.8K$409.9K-$6.9K2026-10-13
Towne Trust Company, N.a
INCREASED18,78616,486+2,300+14%$356.9K$398.7K+$41.8K2026-10-28
Barrett & Company, Inc.
INCREASED18,74916,334+2,415+15%$353.6K$397.9K+$44.3K2026-10-22
Truist Financial Corp
NEW18,438—+18,438——$391.3K—2026-10-30
Smithbridge Asset Management Inc
UNCHANGED18,40018,40000%$398.4K$390.5K-$7.8K2026-10-19
Apollon Wealth Management, LLC
INCREASED17,76710,068+7,699+76%$218.0K$377.1K+$159.1K2026-10-23
Madrid Wealth Management, LLC
UNCHANGED16,90116,90100%$365.9K$358.7K-$7.2K2026-10-23
Kestra Investment Management, LLC
INCREASED16,84816,847+1+0%$364.7K$357.6K-$7.1K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED16,67118,203-1,532-8%$394.1K$353.8K-$40.3K2026-10-20
Trinity Wealth Management, LLC
INCREASED15,89115,722+169+1%$340.4K$337.3K-$3.1K2026-10-13
Midland Wealth Advisors, LLC
NEW15,556—+15,556——$330.2K—2026-10-26
Single Point Partners, LLC
UNCHANGED15,30915,30900%$331.4K$324.9K-$6.5K2026-10-19
Cyr Financial Inc.
DECREASED14,22814,381-153-1%$311.3K$302.0K-$9.4K2026-10-16
Cambridge Financial Group, LLC
UNCHANGED14,01114,01100%$303.3K$303.3K$02026-10-06
James Investment Research, Inc.
UNCHANGED13,69613,69600%$296.5K$290.7K-$5.8K2026-10-22
Old Mission Investment Co LLC
INCREASED13,50213,082+420+3%$283.2K$286.6K+$3.4K2026-10-22
Coldstream Capital Management Inc
UNCHANGED13,42613,42600%$290.7K$285.0K-$5.7K2026-11-09
Milestone Asset Management, LLC
INCREASED13,24412,835+409+3%$277.9K$281.1K+$3.2K2026-10-15
Level Four Advisory Services, LLC
INCREASED13,06313,059+4+0%$282.7K$277.3K-$5.5K2026-11-06
Alamar Capital Management, LLC
UNCHANGED12,70012,70000%$275.0K$269.6K-$5.4K2026-11-02
Conrad Siegel Investment Advisors, Inc.
INCREASED12,39512,274+121+1%$265.7K$263.1K-$2.6K2026-10-08
CFS Investment Advisory Services, LLC
UNCHANGED12,38912,38900%$267.6K$262.9K-$4.7K2026-10-19
Guidance Point Advisors, LLC
INCREASED12,12712,112+15+0%$262.2K$257.4K-$4.8K2026-10-15
Aspen Private Advisors, LLC
NEW11,750—+11,750——$249.4K—2026-10-27
Highland Financial Advisors, LLC
UNCHANGED11,69811,69800%$253.3K$248.3K-$5.0K2026-10-19
Horizons Wealth Management
NEW11,616—+11,616——$246.6K—2026-10-05
Resonant Capital Advisors, LLC
UNCHANGED11,60311,60300%$251.2K$246.3K-$4.9K2026-10-15
Penobscot Investment Management Company, Inc.
INCREASED10,7509,500+1,250+13%$205.7K$228.2K+$22.5K2026-10-26
Creative Planning
DECREASED10,60026,768-16,168-60%$579.5K$225.0K-$354.5K2026-11-02
KPP Advisory Services LLC
NEW10,500—+10,500——$222.9K—2026-10-26
Trust Co
UNCHANGED10,27210,27200%$222.4K$218.0K-$4.4K2026-10-09
Ellis Investment Partners, LLC
NEW9,429—+9,429——$200.1K—2026-10-21
Pinnacle Bancorp, Inc.
INCREASED9,0365,277+3,759+71%$114.2K$191.8K+$77.5K2026-10-21
Physician Wealth Advisors, Inc.
DECREASED7,94312,936-4,993-39%$280.1K$168.6K-$111.5K2026-10-20
Concord Wealth Partners
NEW7,154—+7,154——$151.9K—2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED6,3836,291+92+1%$136.2K$135.5K-$7212026-10-15
High Note Wealth, LLC
UNCHANGED5,7445,74400%$124.4K$121.9K-$2.4K2026-10-27
Key FInancial Inc
UNCHANGED4,9954,99500%$108.1K$106.0K-$2.1K2026-11-02
Farther Finance Advisors, LLC
INCREASED4,6584,614+44+1%$99.9K$98.9K-$1.0K2026-10-08
US Bancorp \de\
UNCHANGED4,0954,09500%$88.7K$86.9K-$1.7K2026-11-05
Hara Capital LLC
UNCHANGED4,0004,00000%$86.6K$84.9K-$1.7K2026-10-30
CNB Bank
UNCHANGED3,7833,78300%$81.9K$80.3K-$1.6K2026-11-09
First Premier Bank
UNCHANGED3,5903,59000%$78$76.0K+$75.9K2026-10-13
NBH Bank
UNCHANGED2,8352,83500%$61.4K$60.2K-$1.2K2026-11-05
Bessemer Group Inc
NEW2,451—+2,451——$52.0K—2026-11-09
Hyposwiss Advisors SA
UNCHANGED2,2802,28000%$49.4K$48.4K-$9692026-10-26
Birch Financial Group, LLC
NEW1,923—+1,923——$40.8K—2026-10-27
Bank of Montreal
DECREASED1,7982,346-548-23%$50.8K$38.2K-$12.6K2026-11-09
Laurel Wealth Advisors LLC
NEW1,200—+1,200——$25.5K—2026-10-27
Clearstead Advisors, LLC
NEW1,190—+1,190——$25.3K—2026-11-06
Clayton Financial Group LLC
NEW979—+979——$20.8K—2026-10-13
Robbins Farley
INCREASED938912+26+3%$19.7K$19.9K+$1652026-10-21
Clearstead Trust, LLC
NEW552—+552——$11.7K—2026-11-06
Gilpin Wealth Management, LLC
UNCHANGED38838800%$8.4K$8.2K-$1652026-10-09
J. R. Prunier Capital Management LLC
INCREASED307304+3+1%$6.6K$6.5K-$682026-11-09
PNC Financial Services Group, Inc.
UNCHANGED646400%$1.4K$1.4K-$282026-11-06
Larson Financial Group LLC
UNCHANGED545400%$1.2K$1.1K-$232026-11-05
Es4, LLC
CLOSED0457,923-457,923-100%$10.6M$0-$10.6M2026-11-09
MCF Advisors LLC
CLOSED0431,897-431,897-100%$10.0M$0-$10.0M2026-10-28
CGN Advisors LLC
CLOSED017,225-17,225-100%$372.9K$0-$372.9K2026-10-21
Cowa, LLC
CLOSED015,725-15,725-100%$340.4K$0-$340.4K2026-10-30
Autumn Glory Partners, LLC
CLOSED012,014-12,014-100%$260.1K$0-$260.1K2026-10-26
MGO One Seven LLC
CLOSED011,063-11,063-100%$239.5K$0-$239.5K2026-10-28
Avidian Wealth Enterprises, LLC
CLOSED09,862-9,862-100%$213.5K$0-$213.5K2026-10-08
Washington Trust Co
CLOSED09,362-9,362-100%$202.7K$0-$202.7K2026-10-22
Koshinski Asset Management, Inc.
CLOSED09,358-9,358-100%$202.6K$0-$202.6K2026-10-29
Compass Financial Management LLC
CLOSED0733-733-100%$15.9K$0-$15.9K2026-10-30
Lanark Financial, Inc.
CLOSED026-26-100%$562$0-$5622026-10-26
Morgan Stanley
N/A—3,449,133-3,449,133-100%$74.7M———
Bank of America Corp
N/A—2,763,412-2,763,412-100%$59.8M———
Mercer Global Advisors Inc
N/A—2,580,593-2,580,593-100%$55.9M———
Wells Fargo & Company
N/A—1,766,489-1,766,489-100%$38.2M———
Raymond James Financial Inc
N/A—1,434,792-1,434,792-100%$31.1M———
Envestnet Asset Management Inc
N/A—1,295,472-1,295,472-100%$28.0M———
United Capital Financial Advisors, LLC
N/A—1,273,661-1,273,661-100%$27.6M———
BlackRock, Inc.
N/A—1,220,815-1,220,815-100%$26.4M———
Ameriprise Financial Inc
N/A—1,039,013-1,039,013-100%$22.5M———
HM Payson & Co
N/A—961,074-961,074-100%$20.8M———
UBS Group AG
N/A—937,678-937,678-100%$20.3M———
Arax Advisory Partners
N/A—781,914-781,914-100%$16.9M———
Wealth Management Strategies, Inc.
N/A—577,575-577,575-100%$12.5M———
Integrated Wealth Concepts LLC
N/A—561,142-561,142-100%$12.1M———
Stratos Wealth Partners, Ltd.
N/A—533,453-533,453-100%$11.5M———
NewEdge Advisors, LLC
N/A—499,976-499,976-100%$10.8M———
Eight 31 Financial, LLC
N/A—436,563-436,563-100%$9.5M———
Northwestern Mutual Wealth Management Co
N/A—324,028-324,028-100%$7.0M———
Spreng Capital Management, Inc.
N/A—322,517-322,517-100%$7.0M———
Osaic Holdings, Inc.
N/A—290,713-290,713-100%$6.3M———
Stifel Financial Corp
N/A—275,978-275,978-100%$6.0M———
Janney Montgomery Scott LLC
N/A—263,619-263,619-100%$5.7M———
Baird Financial Group, Inc.
N/A—259,495-259,495-100%$5.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—253,729-253,729-100%$5.5M———
Boston Family Office LLC
N/A—184,177-184,177-100%$4.0M———
Royal Bank of Canada
N/A—182,778-182,778-100%$4.0M———
Portland Global Advisors LLC
N/A—178,937-178,937-100%$3.9M———
Financial Engines Advisors L.L.C.
N/A—178,850-178,850-100%$3.9M———
SCS Capital Management LLC
N/A—132,570-132,570-100%$2.9M———
Cetera Investment Advisers
N/A—130,972-130,972-100%$2.8M———
Sanctuary Advisors, LLC
N/A—123,865-123,865-100%$2.7M———
Summitpoint Capital Management
N/A—67,080-67,080-100%$1.5M———
Captrust Financial Advisors
N/A—65,858-65,858-100%$1.4M———
Reliant Wealth Planning
N/A—61,315-61,315-100%$1.3M———
Goldman Sachs Group Inc
N/A—60,101-60,101-100%$1.3M———
Susquehanna International Group, LLP
N/A—49,694-49,694-100%$1.1M———
Snowden Capital Advisors LLC
N/A—43,558-43,558-100%$943.0K———
Cerity Partners LLC
N/A—42,790-42,790-100%$926.4K———
Cary Street Partners Financial LLC
N/A—36,161-36,161-100%$782.9K———
Benjamin Edwards Inc
N/A—33,094-33,094-100%$716.5K———
AQR Capital Management LLC
N/A—32,450-32,450-100%$702.5K———
L2 Asset Management, LLC
N/A—32,325-32,325-100%$699.8K———
Granite Harbor Advisors, Inc.
N/A—28,821-28,821-100%$624.0K———
Independent Advisor Alliance
N/A—27,923-27,923-100%$604.5K———
National Bank of Canada
N/A—26,232-26,232-100%$567.7K———
MML Investors Services, LLC
N/A—24,730-24,730-100%$535.4K———
Modern Wealth Management, LLC
N/A—24,234-24,234-100%$524.7K———
Daybright Advisory Services, Inc.
N/A—21,652-21,652-100%$466.7K———
Heartland Bank & Trust Co
N/A—19,589-19,589-100%$424.1K———
Beacon Pointe Advisors, LLC
N/A—17,538-17,538-100%$379.7K———
Black Maple Capital Management LP
N/A—17,500-17,500-100%$378.9K———
Summit Wealth Partners, LLC
N/A—17,375-17,375-100%$376.2K———
Star Financial Bank
N/A—17,319-17,319-100%$375.0K———
Johnson Investment Counsel Inc
N/A—17,193-17,193-100%$372.2K———
OneDigital Investment Advisors LLC
N/A—16,280-16,280-100%$352.5K———
Transcend Capital Advisors, LLC
N/A—15,925-15,925-100%$344.8K———
Lbmc Investment Advisors, LLC
N/A—14,726-14,726-100%$318.8K———
Element Wealth, LLC
N/A—14,521-14,521-100%$314.4K———
Crews Bank & Trust
N/A—13,590-13,590-100%$294.2K———
Madden Advisory Services, Inc.
N/A—13,295-13,295-100%$287.8K———
Principal Securities, Inc.
N/A—13,051-13,051-100%$282.6K———
Jane Street Group, LLC
N/A—12,969-12,969-100%$280.8K———
Advisory Services Network, LLC
N/A—12,962-12,962-100%$280.6K———
Liberty Wealth Management LLC
N/A—12,945-12,945-100%$282.8K———
Koss-Olinger Consulting, LLC
N/A—12,923-12,923-100%$279.8K———
Jaffetilchin Investment Partners, LLC
N/A—12,403-12,403-100%$268.5K———
Vestmark Advisory Solutions, Inc.
N/A—11,901-11,901-100%$257.7K———
Global Retirement Partners, LLC
N/A—10,853-10,853-100%$235.0K———
Foundations Investment Advisors, LLC
N/A—9,530-9,530-100%$206.3K———
Kintra Wealth, LLC
N/A—9,500-9,500-100%$205.1K———
Focus Partners Wealth
N/A—9,352-9,352-100%$202.5K———
Talon Private Wealth, LLC
N/A—9,352-9,352-100%$202.5K———
Atlantic Union Bankshares Corp
N/A—6,321-6,321-100%$136.9K———
Hills Bank & Trust Co
N/A—5,482-5,482-100%$118.7K———
Fiduciary Financial Advisors
N/A—3,882-3,882-100%$84.0K———
Steward Partners Investment Advisory, LLC
N/A—3,725-3,725-100%$80.6K———
Bogart Wealth, LLC
N/A—3,204-3,204-100%$69.4K———
Longview Financial Advisors LLC
N/A—2,595-2,595-100%$56.2K———
TD Capital Management LLC
N/A—2,104-2,104-100%$45.6K———
Basepoint Wealth LLC
N/A—2,021-2,021-100%$43.8K———
AE Wealth Management LLC
N/A—242-242-100%$5.2K———
FMR LLC
N/A—13-13-100%$289———
JPMorgan Chase & Co
N/A—1-1-100%$22———
Showing 240 of 240 institutions