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Ishares Gold Trust Micro (IAUM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares30,134,927 from 28,234,927
Change+1,900,000 (+7%)
Value$1.2B (+$118.5M)
Filed 2026-10-29
Alaska Permanent Fund Corp
INCREASED
Shares4,237,300 from 3,709,000
Change+528,300 (+14%)
Value$175.5M (+$27.1M)
Filed 2026-10-21
Asset Management One Co., Ltd.
INCREASED
Shares3,976,449 from 2,430,865
Change+1,545,584 (+64%)
Value$164.7M (+$67.4M)
Filed 2026-10-27
School Employees Retirement Board of Ohio
UNCHANGED
Shares3,965,691 from 3,965,691
Change0 (0%)
Value$164.3M (+$5.6M)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares1,223,796 from 1,071,629
Change+152,167 (+14%)
Value$50.7M (+$7.8M)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares856,288 from 842,374
Change+13,914 (+2%)
Value$35.5M (+$1.8M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares662,000 from 520,000
Change+142,000 (+27%)
Value$27.4M (+$6.6M)
Filed 2026-11-03
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares653,274 from 291,255
Change+362,019 (+124%)
Value$27.1M (+$15.4M)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares644,677 from 584,557
Change+60,120 (+10%)
Value$26.7M (+$3.3M)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares378,377 from 1,583,057
Change-1,204,680 (-76%)
Value$15.7M (-$47.7M)
Filed 2026-10-15
Avestar Capital, LLC
DECREASED
Shares356,557 from 365,566
Change-9,009 (-2%)
Value$14.8M (+$142.3K)
Filed 2026-10-28
China Universal Asset Management Co., Ltd.
DECREASED
Shares347,200 from 353,000
Change-5,800 (-2%)
Value$14.5M (+$326.9K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares339,830 from 289,287
Change+50,543 (+17%)
Value$14.1M (+$2.5M)
Filed 2026-10-30
United Community Bank
DECREASED
Shares336,464 from 347,362
Change-10,898 (-3%)
Value$13.9M (+$38.4K)
Filed 2026-10-28
Versant Capital Management, Inc
DECREASED
Shares313,333 from 345,409
Change-32,076 (-9%)
Value$13.0M (-$841.6K)
Filed 2026-10-02
Howland Capital Management LLC
INCREASED
Shares295,008 from 268,081
Change+26,927 (+10%)
Value$12.2M (+$1.5M)
Filed 2026-10-22
Sigma Investment Counselors Inc
INCREASED
Shares243,975 from 239,218
Change+4,757 (+2%)
Value$10.1M (+$534.3K)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares232,482 from 226,369
Change+6,113 (+3%)
Value$9.7M (+$612.0K)
Filed 2026-11-05
Encompass More Asset Management
INCREASED
Shares224,429 from 94,367
Change+130,062 (+138%)
Value$9.3M (+$5.5M)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares221,705 from 221,719
Change-14 (0%)
Value$9.2M (+$312.0K)
Filed 2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares217,285 from 220,012
Change-2,727 (-1%)
Value$9.0M (+$197.3K)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
INCREASED
Shares196,497 from 188,326
Change+8,171 (+4%)
Value$8.1M (+$604.0K)
Filed 2026-10-22
Raub Brock Capital Management LP
DECREASED
Shares194,835 from 195,990
Change-1,155 (-1%)
Value$8.1M (+$228.5K)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares187,790 from 198,410
Change-10,620 (-5%)
Value$7.8M (-$160.1K)
Filed 2026-11-03
Spectrum Strategic Capital Management, LLC
INCREASED
Shares182,841 from 125,114
Change+57,727 (+46%)
Value$7.6M (+$2.6M)
Filed 2026-10-22
Tableaux LLC
DECREASED
Shares177,729 from 183,367
Change-5,638 (-3%)
Value$7.4M (+$25.0K)
Filed 2026-10-23
Bauman Advisory Group, LLC
INCREASED
Shares148,235 from 139,413
Change+8,822 (+6%)
Value$6.1M (+$562.0K)
Filed 2026-10-29
Maltin Wealth Management, Inc.
NEW
Shares142,977
Change+142,977
Value$5.9M
Filed 2026-10-13
Vicus Capital
DECREASED
Shares142,700 from 145,595
Change-2,895 (-2%)
Value$5.9M (+$85.4K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares114,966 from 109,039
Change+5,927 (+5%)
Value$4.8M (+$399.2K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares94,669 from 61,556
Change+33,113 (+54%)
Value$3.9M (+$1.5M)
Filed 2026-10-29
Firestone Capital Management
INCREASED
Shares93,436 from 65,787
Change+27,649 (+42%)
Value$3.9M (+$1.2M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares90,696 from 81,067
Change+9,629 (+12%)
Value$3.5M (+$266.4K)
Filed 2026-11-04
M Wealth Management, LLC
INCREASED
Shares77,401 from 77,013
Change+388 (+1%)
Value$3.2M (+$124.7K)
Filed 2026-10-14
Bokf, NA
INCREASED
Shares75,831 from 59,394
Change+16,437 (+28%)
Value$3.1M (+$764.6K)
Filed 2026-10-27
Turning Point Benefit Group, Inc.
INCREASED
Shares68,280 from 66,827
Change+1,453 (+2%)
Value$2.8M (+$149.6K)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
INCREASED
Shares67,056 from 66,699
Change+357 (+1%)
Value$2.8M (+$108.8K)
Filed 2026-10-20
Shade Tree Advisors LLC
NEW
Shares64,515
Change+64,515
Value$2.7M
Filed 2026-10-22
Creative Planning
INCREASED
Shares61,964 from 50,662
Change+11,302 (+22%)
Value$2.6M (+$539.5K)
Filed 2026-11-02
SteelPeak Wealth, LLC
DECREASED
Shares59,742 from 59,854
Change-112 (0%)
Value$2.5M (+$79.7K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares57,703 from 48,994
Change+8,709 (+18%)
Value$2.4K (-$2.0M)
Filed 2026-11-02
Tactive Advisors, LLC
INCREASED
Shares57,102 from 39,508
Change+17,594 (+45%)
Value$2.4M (+$784.5K)
Filed 2026-10-08
Cedar Point Capital Partners, LLC
INCREASED
Shares55,946 from 53,747
Change+2,199 (+4%)
Value$2.3M (+$166.9K)
Filed 2026-10-29
Chemistry Wealth Management LLC
INCREASED
Shares55,555 from 47,264
Change+8,291 (+18%)
Value$2.3M (+$410.0K)
Filed 2026-10-16
Evermay Wealth Management LLC
INCREASED
Shares54,025 from 53,864
Change+161 (+0%)
Value$2.2M (+$82.6K)
Filed 2026-11-05
Decker Retirement Planning Inc.
INCREASED
Shares48,997 from 661
Change+48,336 (+7313%)
Value$2.0M (+$2.0M)
Filed 2026-10-19
Oarsman Capital, Inc.
DECREASED
Shares41,394 from 41,961
Change-567 (-1%)
Value$1.7M (+$35.7K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares34,764 from 127,024
Change-92,260 (-73%)
Value$1.4M (-$3.6M)
Filed 2026-11-02
Cushing Capital Partners, LLC
INCREASED
Shares33,736 from 32,923
Change+813 (+2%)
Value$1.4M (+$80.1K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
UNCHANGED
Shares33,534 from 33,534
Change0 (0%)
Value$1.4K (-$1.3M)
Filed 2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares33,305 from 33,305
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-03
FIG Financial Advisory Services Inc
NEW
Shares32,902
Change+32,902
Value$1.4M
Filed 2026-10-07
Farther Finance Advisors, LLC
DECREASED
Shares32,448 from 32,972
Change-524 (-2%)
Value$1.3M (+$24.8K)
Filed 2026-10-08
BIP Wealth, LLC
UNCHANGED
Shares31,072 from 31,072
Change0 (0%)
Value$1.3M (+$43.8K)
Filed 2026-10-22
Retirement Financial Solutions, LLC
DECREASED
Shares30,435 from 31,752
Change-1,317 (-4%)
Value$1.3M (-$9.8K)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares29,895 from 17,143
Change+12,752 (+74%)
Value$1.2M (+$552.4K)
Filed 2026-10-14
Kachkovsky & Fisher, Inc.
NEW
Shares28,968
Change+28,968
Value$1.2M
Filed 2026-10-21
Ardent Capital Management, Inc.
UNCHANGED
Shares28,500 from 28,500
Change0 (0%)
Value$1.2M (+$40.2K)
Filed 2026-10-16
Weil Company, Inc.
NEW
Shares28,307
Change+28,307
Value$1.2M
Filed 2026-10-14
Optivise Advisory Services LLC
NEW
Shares27,596
Change+27,596
Value$1.1M
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares26,329 from 17,504
Change+8,825 (+50%)
Value$1.1M (+$367.8K)
Filed 2026-10-13
Wedmont Private Capital
DECREASED
Shares25,522 from 32,410
Change-6,888 (-21%)
Value$1.1M (-$275.6K)
Filed 2026-10-09
Meridian Wealth Management, LLC
INCREASED
Shares22,719 from 21,685
Change+1,034 (+5%)
Value$941.0K (+$73.4K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares21,385 from 12,900
Change+8,485 (+66%)
Value$885.8K (+$369.6K)
Filed 2026-11-04
Rede Wealth, LLC
INCREASED
Shares20,173 from 19,877
Change+296 (+1%)
Value$835.6K (+$40.3K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares19,810 from 10,713
Change+9,097 (+85%)
Value$820.5K (+$391.9K)
Filed 2026-11-05
Interchange Capital Partners, LLC
NEW
Shares19,798
Change+19,798
Value$820.0K
Filed 2026-10-28
Townsend Financial Planning, LLC
INCREASED
Shares17,354 from 14,975
Change+2,379 (+16%)
Value$718.8K (+$119.7K)
Filed 2026-11-02
KFG Wealth Management, LLC
INCREASED
Shares17,104 from 8,333
Change+8,771 (+105%)
Value$708.4K (+$375.0K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
UNCHANGED
Shares16,772 from 16,772
Change0 (0%)
Value$694.7K (+$17.3K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares15,868 from 16,799
Change-931 (-6%)
Value$657.3K (-$14.9K)
Filed 2026-10-13
NavPoint Financial, Inc.
UNCHANGED
Shares15,218 from 15,218
Change0 (0%)
Value$630.3K (+$21.5K)
Filed 2026-10-21
Valen Private Capital, LLC
NEW
Shares15,192
Change+15,192
Value$629.3K
Filed 2026-10-23
Fifth Third Securities, Inc.
NEW
Shares15,110
Change+15,110
Value$625.9K
Filed 2026-10-21
Atticus Wealth Management, LLC
NEW
Shares15,000
Change+15,000
Value$621.3K
Filed 2026-10-20
Mountain Pacific Investment Advisers LLC
NEW
Shares15,000
Change+15,000
Value$621.3K
Filed 2026-10-29
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares14,412 from 24,358
Change-9,946 (-41%)
Value$596.9K (-$377.6K)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares14,329 from 15,049
Change-720 (-5%)
Value$593.5K (-$8.6K)
Filed 2026-10-16
Regions Financial Corp
DECREASED
Shares13,598 from 14,793
Change-1,195 (-8%)
Value$563.2K (-$28.6K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares13,389 from 7,288
Change+6,101 (+84%)
Value$554.6K (+$263.0K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares12,679 from 84,489
Change-71,810 (-85%)
Value$525.2K (-$2.9M)
Filed 2026-10-15
Brookstone Capital Management
DECREASED
Shares12,610 from 13,624
Change-1,014 (-7%)
Value$522.3K (-$22.8K)
Filed 2026-10-22
XML Financial, LLC
INCREASED
Shares12,479 from 9,179
Change+3,300 (+36%)
Value$516.9K (+$149.6K)
Filed 2026-10-29
Stash Investments, LLC
NEW
Shares12,153
Change+12,153
Value$503.4K
Filed 2026-10-26
Atala Financial Inc
NEW
Shares11,086
Change+11,086
Value$459.2K
Filed 2026-10-22
S.A. Mason LLC
UNCHANGED
Shares11,010 from 11,010
Change0 (0%)
Value$456.0K (+$15.5K)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
UNCHANGED
Shares10,975 from 10,975
Change0 (0%)
Value$454.6K (+$15.5K)
Filed 2026-10-15
Family Investment Center, Inc.
DECREASED
Shares10,648 from 10,804
Change-156 (-1%)
Value$441.0K (+$8.8K)
Filed 2026-10-19
Chapman Financial Group, LLC
INCREASED
Shares10,581 from 8,049
Change+2,532 (+31%)
Value$438.3K (+$116.2K)
Filed 2026-10-26
Bank of New York Mellon Corp
NEW
Shares10,088
Change+10,088
Value$417.9K
Filed 2026-11-05
DWM Financial Group, Inc.
NEW
Shares9,451
Change+9,451
Value$391.5K
Filed 2026-10-28
Rinkey Investments
NEW
Shares9,380
Change+9,380
Value$388.5K
Filed 2026-10-28
Choreo, LLC
NEW
Shares9,018
Change+9,018
Value$373.5K
Filed 2026-10-28
AlphaStar Capital Management, LLC
DECREASED
Shares8,683 from 10,630
Change-1,947 (-18%)
Value$359.7K (-$65.7K)
Filed 2026-10-16
Archer Investment Management, LLC
DECREASED
Shares8,291 from 12,238
Change-3,947 (-32%)
Value$343.4K (-$146.2K)
Filed 2026-10-13
Excalibur Management Corp
INCREASED
Shares8,100 from 6,227
Change+1,873 (+30%)
Value$335.5K (+$86.4K)
Filed 2026-11-02
Private Wealth Management Group, LLC
NEW
Shares7,175
Change+7,175
Value$297.2K
Filed 2026-10-19
Retirement Planning Group, LLC
INCREASED
Shares7,124 from 5,949
Change+1,175 (+20%)
Value$295.1K (+$57.1K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
NEW
Shares6,870
Change+6,870
Value$284.6K
Filed 2026-10-26
LFG Wealth Partners, LLC
UNCHANGED
Shares6,685 from 6,685
Change0 (0%)
Value$276.9K (+$9.4K)
Filed 2026-10-28
Womack Financial LLC
NEW
Shares6,653
Change+6,653
Value$275.6K
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares6,640 from 6,833
Change-193 (-3%)
Value$275.0K (+$1.7K)
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares6,236 from 6,236
Change0 (0%)
Value$258.3K (+$8.8K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares6,209 from 6,148
Change+61 (+1%)
Value$257.2K (+$11.2K)
Filed 2026-10-22
Epiq Partners, LLC
INCREASED
Shares6,161 from 5,432
Change+729 (+13%)
Value$255.2K (+$37.9K)
Filed 2026-10-07
Cap Partners, LLC
DECREASED
Shares6,053 from 6,554
Change-501 (-8%)
Value$250.7K (-$11.5K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
UNCHANGED
Shares5,983 from 5,983
Change0 (0%)
Value$247.8K (+$8.4K)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares5,965 from 5,215
Change+750 (+14%)
Value$247.1K (+$38.4K)
Filed 2026-10-28
Daiwa Securities Group Inc.
DECREASED
Shares5,847 from 6,210
Change-363 (-6%)
Value$242.2K (-$6.3K)
Filed 2026-10-29
HUB Investment Partners, LLC
NEW
Shares5,788
Change+5,788
Value$239.7K
Filed 2026-11-03
Bedminster, LLC
DECREASED
Shares5,636 from 6,768
Change-1,132 (-17%)
Value$233.4K (-$37.3K)
Filed 2026-11-04
Kingsbury Capital Investment Advisors LLC
UNCHANGED
Shares5,465 from 5,465
Change0 (0%)
Value$226.4K (+$7.7K)
Filed 2026-10-20
Apella Capital, LLC
DECREASED
Shares5,241 from 5,266
Change-25 (0%)
Value$214.1K (-$1.8K)
Filed 2026-10-08
Discipline Wealth Solutions, LLC
UNCHANGED
Shares5,168 from 5,168
Change0 (0%)
Value$214.1K (+$7.3K)
Filed 2026-10-14
ZWJ Investment Counsel Inc
NEW
Shares5,110
Change+5,110
Value$211.7K
Filed 2026-10-15
Concurrent Investment Advisors, LLC
NEW
Shares5,106
Change+5,106
Value$211.5K
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares5,054 from 5,088
Change-34 (-1%)
Value$210.3K (+$6.8K)
Filed 2026-11-03
Aspect Partners, LLC
UNCHANGED
Shares5,035 from 5,035
Change0 (0%)
Value$208.6K (+$7.1K)
Filed 2026-10-20
Capital Squared Financial LLC
NEW
Shares4,995
Change+4,995
Value$206.9K
Filed 2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED
Shares4,995 from 17,630
Change-12,635 (-72%)
Value$206.9K (-$498.5K)
Filed 2026-10-16
Gibbs Wealth Management
NEW
Shares4,934
Change+4,934
Value$204.4K
Filed 2026-10-22
Indivisible Partners
NEW
Shares4,852
Change+4,852
Value$201.0K
Filed 2026-10-26
Citigroup Inc
NEW
Shares4,844
Change+4,844
Value$200.6K
Filed 2026-11-04
Networth Advisors, LLC
INCREASED
Shares3,003 from 2,805
Change+198 (+7%)
Value$124.4K (+$12.2K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares2,594 from 2,656
Change-62 (-2%)
Value$107.4K (+$1.2K)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$106.7K (+$3.6K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,894 from 1,505
Change+389 (+26%)
Value$78.4K (+$18.2K)
Filed 2026-11-02
Avion Wealth
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$77.0K (+$3.0K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares1,674 from 474
Change+1,200 (+253%)
Value$69.3K (+$50.4K)
Filed 2026-10-20
Kingdom Financial Group Llc.
DECREASED
Shares1,553 from 2,462
Change-909 (-37%)
Value$64.3K (-$34.2K)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$61.4K (+$2.1K)
Filed 2026-10-26
True Wealth Design, LLC
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$60.6K (+$2.1K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares1,260
Change+1,260
Value$52.2K
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$47.9K (+$1.6K)
Filed 2026-10-14
Tradewinds Capital Management, LLC
DECREASED
Shares1,036 from 1,097
Change-61 (-6%)
Value$42.9K (-$979)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares1,026 from 1,025
Change+1 (+0%)
Value$42.5K (+$1.5K)
Filed 2026-11-05
Creative Financial Designs Inc
NEW
Shares733
Change+733
Value$30.4K
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares713 from 500
Change+213 (+43%)
Value$29.5K (+$9.5K)
Filed 2026-10-14
Compass Financial Management LLC
DECREASED
Shares706 from 919
Change-213 (-23%)
Value$29.2K (-$7.8K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
DECREASED
Shares699 from 929
Change-230 (-25%)
Value$29.0K (-$8.2K)
Filed 2026-11-02
Arvest Investments, Inc.
NEW
Shares639
Change+639
Value$26.5K
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$25.3K (+$862)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$20.5K (+$698)
Filed 2026-10-22
Asset Dedication, LLC
NEW
Shares444
Change+444
Value$18.4K
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares372 from 538
Change-166 (-31%)
Value$15.4K (-$6.1K)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares300
Change+300
Value$12.4K
Filed 2026-10-09
Costello Asset Management, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.4K (+$423)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares271 from 246
Change+25 (+10%)
Value$11.2K (+$1.4K)
Filed 2026-10-23
Wealth Analytics Partners, LLC
NEW
Shares200
Change+200
Value$8.3K
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$7.8K (+$267)
Filed 2026-10-13
Elevation Wealth Partners, LLC
NEW
Shares176
Change+176
Value$7.3K
Filed 2026-10-07
Blue Bell Private Wealth Management, LLC
NEW
Shares149
Change+149
Value$6.2K
Filed 2026-10-29
Assetmark, Inc
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$5.8K (+$196)
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares120
Change+120
Value$5.0K
Filed 2026-10-30
Archer Investment Corp
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$4.9K (+$168)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.8K (+$96)
Filed 2026-10-08
Deane Retirement Strategies, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.1K (+$71)
Filed 2026-10-09
RMG Wealth Management LLC
NEW
Shares49
Change+49
Value$2.0K
Filed 2026-10-26
Concord Wealth Partners
INCREASED
Shares30 from 27
Change+3 (+11%)
Value$1.2K (+$163)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
NEW
Shares15
Change+15
Value$622
Filed 2026-11-05
First Pacific Financial
NEW
Shares3
Change+3
Value$125
Filed 2026-10-14
Trek Financial, LLC
CLOSED
Shares0 from 73,521
Change-73,521 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-29
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 22,021
Change-22,021 (-100%)
Value$0 (-$881.1K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 19,952
Change-19,952 (-100%)
Value$0 (-$837.2K)
Filed 2026-10-16
Advisor OS, LLC
CLOSED
Shares0 from 7,017
Change-7,017 (-100%)
Value$0 (-$280.8K)
Filed 2026-11-03
Sigma Planning Corp
CLOSED
Shares0 from 5,464
Change-5,464 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-23
Fairman Group, LLC
CLOSED
Shares0 from 959
Change-959 (-100%)
Value$0 (-$38.4K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$16.1K)
Filed 2026-11-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-23
Fairway Wealth LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-30
Bank of America Corp
N/A
Shares— from 3,407,229
Change-3,407,229 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,438,487
Change-2,438,487 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,419,049
Change-1,419,049 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 944,053
Change-944,053 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 747,968
Change-747,968 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 676,383
Change-676,383 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 461,001
Change-461,001 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 451,463
Change-451,463 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 437,815
Change-437,815 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 433,092
Change-433,092 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 395,257
Change-395,257 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 377,224
Change-377,224 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 354,094
Change-354,094 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 295,851
Change-295,851 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 271,429
Change-271,429 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 265,651
Change-265,651 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 215,310
Change-215,310 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 200,740
Change-200,740 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 197,987
Change-197,987 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 182,548
Change-182,548 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 170,451
Change-170,451 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 157,209
Change-157,209 (-100%)
Value—
Amundi
N/A
Shares— from 147,696
Change-147,696 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 139,695
Change-139,695 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 130,731
Change-130,731 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 128,624
Change-128,624 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 118,947
Change-118,947 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 115,903
Change-115,903 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 113,598
Change-113,598 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 100,435
Change-100,435 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 99,708
Change-99,708 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 97,266
Change-97,266 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 86,690
Change-86,690 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 83,823
Change-83,823 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 81,791
Change-81,791 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 72,922
Change-72,922 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 66,599
Change-66,599 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 53,698
Change-53,698 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 53,284
Change-53,284 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 51,763
Change-51,763 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 44,826
Change-44,826 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 41,884
Change-41,884 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 39,562
Change-39,562 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 37,374
Change-37,374 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 37,226
Change-37,226 (-100%)
Value—
&partners
N/A
Shares— from 36,194
Change-36,194 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 33,604
Change-33,604 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 33,181
Change-33,181 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 31,005
Change-31,005 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,467
Change-30,467 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 30,456
Change-30,456 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 30,050
Change-30,050 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 28,533
Change-28,533 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 26,716
Change-26,716 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 23,898
Change-23,898 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 23,891
Change-23,891 (-100%)
Value—
Betterment LLC
N/A
Shares— from 22,776
Change-22,776 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 22,736
Change-22,736 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,014
Change-22,014 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 21,764
Change-21,764 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 20,983
Change-20,983 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 20,896
Change-20,896 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Sound Portfolio Advisors, LLC
N/A
Shares— from 19,996
Change-19,996 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 19,210
Change-19,210 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 18,301
Change-18,301 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 17,543
Change-17,543 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 17,077
Change-17,077 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,054
Change-17,054 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 15,599
Change-15,599 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 14,648
Change-14,648 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 13,608
Change-13,608 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 13,555
Change-13,555 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,409
Change-11,409 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,643
Change-10,643 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,594
Change-10,594 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 10,342
Change-10,342 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,287
Change-10,287 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,862
Change-9,862 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 8,677
Change-8,677 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,633
Change-7,633 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,354
Change-7,354 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 7,017
Change-7,017 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,887
Change-5,887 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,844
Change-5,844 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 5,516
Change-5,516 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 997
Change-997 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 343
Change-343 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 163
Change-163 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 143
Change-143 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 122
Change-122 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 50
Change-50 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
Sumitomo Mitsui Trust Group, Inc.
INCREASED30,134,92728,234,927+1,900,000+7%$1.1B$1.2B+$118.5M2026-10-29
Alaska Permanent Fund Corp
INCREASED4,237,3003,709,000+528,300+14%$148.4M$175.5M+$27.1M2026-10-21
Asset Management One Co., Ltd.
INCREASED3,976,4492,430,865+1,545,584+64%$97.3M$164.7M+$67.4M2026-10-27
School Employees Retirement Board of Ohio
UNCHANGED3,965,6913,965,69100%$158.7M$164.3M+$5.6M2026-10-22
AlphaCore Capital LLC
INCREASED1,223,7961,071,629+152,167+14%$42.9M$50.7M+$7.8M2026-11-04
Fifth Third Bancorp
INCREASED856,288842,374+13,914+2%$33.7M$35.5M+$1.8M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED662,000520,000+142,000+27%$20.8M$27.4M+$6.6M2026-11-03
Adventist Health System Sunbelt Healthcare Corp
INCREASED653,274291,255+362,019+124%$11.7M$27.1M+$15.4M2026-11-02
Heck Capital Advisors, LLC
INCREASED644,677584,557+60,120+10%$23.4M$26.7M+$3.3M2026-10-14
Blue Trust, Inc.
DECREASED378,3771,583,057-1,204,680-76%$63.3M$15.7M-$47.7M2026-10-15
Avestar Capital, LLC
DECREASED356,557365,566-9,009-2%$14.6M$14.8M+$142.3K2026-10-28
China Universal Asset Management Co., Ltd.
DECREASED347,200353,000-5,800-2%$14.1M$14.5M+$326.9K2026-10-28
Truist Financial Corp
INCREASED339,830289,287+50,543+17%$11.6M$14.1M+$2.5M2026-10-30
United Community Bank
DECREASED336,464347,362-10,898-3%$13.9M$13.9M+$38.4K2026-10-28
Versant Capital Management, Inc
DECREASED313,333345,409-32,076-9%$13.8M$13.0M-$841.6K2026-10-02
Howland Capital Management LLC
INCREASED295,008268,081+26,927+10%$10.7M$12.2M+$1.5M2026-10-22
Sigma Investment Counselors Inc
INCREASED243,975239,218+4,757+2%$9.6M$10.1M+$534.3K2026-10-27
Thrivent Financial for Lutherans
INCREASED232,482226,369+6,113+3%$9.1M$9.7M+$612.0K2026-11-05
Encompass More Asset Management
INCREASED224,42994,367+130,062+138%$3.8M$9.3M+$5.5M2026-10-16
MGO One Seven LLC
DECREASED221,705221,719-140%$8.9M$9.2M+$312.0K2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED217,285220,012-2,727-1%$8.8M$9.0M+$197.3K2026-10-14
Fifth Third Wealth Advisors LLC
INCREASED196,497188,326+8,171+4%$7.5M$8.1M+$604.0K2026-10-22
Raub Brock Capital Management LP
DECREASED194,835195,990-1,155-1%$7.8M$8.1M+$228.5K2026-10-21
RFG Advisory, LLC
DECREASED187,790198,410-10,620-5%$7.9M$7.8M-$160.1K2026-11-03
Spectrum Strategic Capital Management, LLC
INCREASED182,841125,114+57,727+46%$5.0M$7.6M+$2.6M2026-10-22
Tableaux LLC
DECREASED177,729183,367-5,638-3%$7.3M$7.4M+$25.0K2026-10-23
Bauman Advisory Group, LLC
INCREASED148,235139,413+8,822+6%$5.6M$6.1M+$562.0K2026-10-29
Maltin Wealth Management, Inc.
NEW142,977—+142,977——$5.9M—2026-10-13
Vicus Capital
DECREASED142,700145,595-2,895-2%$5.8M$5.9M+$85.4K2026-11-05
Kestra Advisory Services, LLC
INCREASED114,966109,039+5,927+5%$4.4M$4.8M+$399.2K2026-11-02
Vise Technologies, Inc.
INCREASED94,66961,556+33,113+54%$2.5M$3.9M+$1.5M2026-10-29
Firestone Capital Management
INCREASED93,43665,787+27,649+42%$2.6M$3.9M+$1.2M2026-11-03
Prospera Financial Services Inc
INCREASED90,69681,067+9,629+12%$3.2M$3.5M+$266.4K2026-11-04
M Wealth Management, LLC
INCREASED77,40177,013+388+1%$3.1M$3.2M+$124.7K2026-10-14
Bokf, NA
INCREASED75,83159,394+16,437+28%$2.4M$3.1M+$764.6K2026-10-27
Turning Point Benefit Group, Inc.
INCREASED68,28066,827+1,453+2%$2.7M$2.8M+$149.6K2026-10-28
Owl Creek Wealth Partners LLC
INCREASED67,05666,699+357+1%$2.7M$2.8M+$108.8K2026-10-20
Shade Tree Advisors LLC
NEW64,515—+64,515——$2.7M—2026-10-22
Creative Planning
INCREASED61,96450,662+11,302+22%$2.0M$2.6M+$539.5K2026-11-02
SteelPeak Wealth, LLC
DECREASED59,74259,854-1120%$2.4M$2.5M+$79.7K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED57,70348,994+8,709+18%$2.0M$2.4K-$2.0M2026-11-02
Tactive Advisors, LLC
INCREASED57,10239,508+17,594+45%$1.6M$2.4M+$784.5K2026-10-08
Cedar Point Capital Partners, LLC
INCREASED55,94653,747+2,199+4%$2.2M$2.3M+$166.9K2026-10-29
Chemistry Wealth Management LLC
INCREASED55,55547,264+8,291+18%$1.9M$2.3M+$410.0K2026-10-16
Evermay Wealth Management LLC
INCREASED54,02553,864+161+0%$2.2M$2.2M+$82.6K2026-11-05
Decker Retirement Planning Inc.
INCREASED48,997661+48,336+7313%$26.4K$2.0M+$2.0M2026-10-19
Oarsman Capital, Inc.
DECREASED41,39441,961-567-1%$1.7M$1.7M+$35.7K2026-11-05
Commonwealth Equity Services, LLC
DECREASED34,764127,024-92,260-73%$5.1M$1.4M-$3.6M2026-11-02
Cushing Capital Partners, LLC
INCREASED33,73632,923+813+2%$1.3M$1.4M+$80.1K2026-10-20
Hunter Associates Investment Management LLC
UNCHANGED33,53433,53400%$1.3M$1.4K-$1.3M2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED33,30533,30500%$1.3M$1.3M$02026-11-03
FIG Financial Advisory Services Inc
NEW32,902—+32,902——$1.4M—2026-10-07
Farther Finance Advisors, LLC
DECREASED32,44832,972-524-2%$1.3M$1.3M+$24.8K2026-10-08
BIP Wealth, LLC
UNCHANGED31,07231,07200%$1.2M$1.3M+$43.8K2026-10-22
Retirement Financial Solutions, LLC
DECREASED30,43531,752-1,317-4%$1.3M$1.3M-$9.8K2026-10-20
Columbus Macro, LLC
INCREASED29,89517,143+12,752+74%$685.9K$1.2M+$552.4K2026-10-14
Kachkovsky & Fisher, Inc.
NEW28,968—+28,968——$1.2M—2026-10-21
Ardent Capital Management, Inc.
UNCHANGED28,50028,50000%$1.1M$1.2M+$40.2K2026-10-16
Weil Company, Inc.
NEW28,307—+28,307——$1.2M—2026-10-14
Optivise Advisory Services LLC
NEW27,596—+27,596——$1.1M—2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED26,32917,504+8,825+50%$716.4K$1.1M+$367.8K2026-10-13
Wedmont Private Capital
DECREASED25,52232,410-6,888-21%$1.3M$1.1M-$275.6K2026-10-09
Meridian Wealth Management, LLC
INCREASED22,71921,685+1,034+5%$867.6K$941.0K+$73.4K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED21,38512,900+8,485+66%$516.1K$885.8K+$369.6K2026-11-04
Rede Wealth, LLC
INCREASED20,17319,877+296+1%$795.3K$835.6K+$40.3K2026-10-22
Compound Planning, Inc.
INCREASED19,81010,713+9,097+85%$428.6K$820.5K+$391.9K2026-11-05
Interchange Capital Partners, LLC
NEW19,798—+19,798——$820.0K—2026-10-28
Townsend Financial Planning, LLC
INCREASED17,35414,975+2,379+16%$599.2K$718.8K+$119.7K2026-11-02
KFG Wealth Management, LLC
INCREASED17,1048,333+8,771+105%$333.4K$708.4K+$375.0K2026-10-16
New England Private Wealth Advisors LLC
UNCHANGED16,77216,77200%$677.4K$694.7K+$17.3K2026-10-19
Signal Advisors Wealth, LLC
DECREASED15,86816,799-931-6%$672.1K$657.3K-$14.9K2026-10-13
NavPoint Financial, Inc.
UNCHANGED15,21815,21800%$608.9K$630.3K+$21.5K2026-10-21
Valen Private Capital, LLC
NEW15,192—+15,192——$629.3K—2026-10-23
Fifth Third Securities, Inc.
NEW15,110—+15,110——$625.9K—2026-10-21
Atticus Wealth Management, LLC
NEW15,000—+15,000——$621.3K—2026-10-20
Mountain Pacific Investment Advisers LLC
NEW15,000—+15,000——$621.3K—2026-10-29
Walled Lake Planning & Wealth Management, LLC
DECREASED14,41224,358-9,946-41%$974.6K$596.9K-$377.6K2026-10-29
IFP Advisors, Inc
DECREASED14,32915,049-720-5%$602.1K$593.5K-$8.6K2026-10-16
Regions Financial Corp
DECREASED13,59814,793-1,195-8%$591.9K$563.2K-$28.6K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED13,3897,288+6,101+84%$291.6K$554.6K+$263.0K2026-11-02
Atria Investments, Inc
DECREASED12,67984,489-71,810-85%$3.4M$525.2K-$2.9M2026-10-15
Brookstone Capital Management
DECREASED12,61013,624-1,014-7%$545.1K$522.3K-$22.8K2026-10-22
XML Financial, LLC
INCREASED12,4799,179+3,300+36%$367.3K$516.9K+$149.6K2026-10-29
Stash Investments, LLC
NEW12,153—+12,153——$503.4K—2026-10-26
Atala Financial Inc
NEW11,086—+11,086——$459.2K—2026-10-22
S.A. Mason LLC
UNCHANGED11,01011,01000%$440.5K$456.0K+$15.5K2026-10-13
Fort Washington Investment Advisors Inc
UNCHANGED10,97510,97500%$439.1K$454.6K+$15.5K2026-10-15
Family Investment Center, Inc.
DECREASED10,64810,804-156-1%$432.3K$441.0K+$8.8K2026-10-19
Chapman Financial Group, LLC
INCREASED10,5818,049+2,532+31%$322.0K$438.3K+$116.2K2026-10-26
Bank of New York Mellon Corp
NEW10,088—+10,088——$417.9K—2026-11-05
DWM Financial Group, Inc.
NEW9,451—+9,451——$391.5K—2026-10-28
Rinkey Investments
NEW9,380—+9,380——$388.5K—2026-10-28
Choreo, LLC
NEW9,018—+9,018——$373.5K—2026-10-28
AlphaStar Capital Management, LLC
DECREASED8,68310,630-1,947-18%$425.3K$359.7K-$65.7K2026-10-16
Archer Investment Management, LLC
DECREASED8,29112,238-3,947-32%$489.6K$343.4K-$146.2K2026-10-13
Excalibur Management Corp
INCREASED8,1006,227+1,873+30%$249.1K$335.5K+$86.4K2026-11-02
Private Wealth Management Group, LLC
NEW7,175—+7,175——$297.2K—2026-10-19
Retirement Planning Group, LLC
INCREASED7,1245,949+1,175+20%$238.0K$295.1K+$57.1K2026-10-19
Willow Creek Wealth Management Inc.
NEW6,870—+6,870——$284.6K—2026-10-26
LFG Wealth Partners, LLC
UNCHANGED6,6856,68500%$267.5K$276.9K+$9.4K2026-10-28
Womack Financial LLC
NEW6,653—+6,653——$275.6K—2026-10-14
Mission Wealth Management, LP
DECREASED6,6406,833-193-3%$273.4K$275.0K+$1.7K2026-10-15
SJS Investment Consulting Inc.
UNCHANGED6,2366,23600%$249.5K$258.3K+$8.8K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED6,2096,148+61+1%$246.0K$257.2K+$11.2K2026-10-22
Epiq Partners, LLC
INCREASED6,1615,432+729+13%$217.3K$255.2K+$37.9K2026-10-07
Cap Partners, LLC
DECREASED6,0536,554-501-8%$262.2K$250.7K-$11.5K2026-10-19
D'Orazio & Associates, Inc.
UNCHANGED5,9835,98300%$239.4K$247.8K+$8.4K2026-11-04
Cullen T Bankers, Inc.
INCREASED5,9655,215+750+14%$208.7K$247.1K+$38.4K2026-10-28
Daiwa Securities Group Inc.
DECREASED5,8476,210-363-6%$248.5K$242.2K-$6.3K2026-10-29
HUB Investment Partners, LLC
NEW5,788—+5,788——$239.7K—2026-11-03
Bedminster, LLC
DECREASED5,6366,768-1,132-17%$270.8K$233.4K-$37.3K2026-11-04
Kingsbury Capital Investment Advisors LLC
UNCHANGED5,4655,46500%$218.7K$226.4K+$7.7K2026-10-20
Apella Capital, LLC
DECREASED5,2415,266-250%$216.0K$214.1K-$1.8K2026-10-08
Discipline Wealth Solutions, LLC
UNCHANGED5,1685,16800%$206.8K$214.1K+$7.3K2026-10-14
ZWJ Investment Counsel Inc
NEW5,110—+5,110——$211.7K—2026-10-15
Concurrent Investment Advisors, LLC
NEW5,106—+5,106——$211.5K—2026-10-16
Keystone Wealth Services, LLC
DECREASED5,0545,088-34-1%$203.6K$210.3K+$6.8K2026-11-03
Aspect Partners, LLC
UNCHANGED5,0355,03500%$201.5K$208.6K+$7.1K2026-10-20
Capital Squared Financial LLC
NEW4,995—+4,995——$206.9K—2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED4,99517,630-12,635-72%$705.4K$206.9K-$498.5K2026-10-16
Gibbs Wealth Management
NEW4,934—+4,934——$204.4K—2026-10-22
Indivisible Partners
NEW4,852—+4,852——$201.0K—2026-10-26
Citigroup Inc
NEW4,844—+4,844——$200.6K—2026-11-04
Networth Advisors, LLC
INCREASED3,0032,805+198+7%$112.2K$124.4K+$12.2K2026-11-03
Lanark Financial, Inc.
DECREASED2,5942,656-62-2%$106.3K$107.4K+$1.2K2026-10-26
US Bancorp \de\
UNCHANGED2,5752,57500%$103.0K$106.7K+$3.6K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED1,8941,505+389+26%$60.2K$78.4K+$18.2K2026-11-02
Avion Wealth
UNCHANGED1,8601,86000%$74.0K$77.0K+$3.0K2026-11-04
Private Trust Co NA
INCREASED1,674474+1,200+253%$19.0K$69.3K+$50.4K2026-10-20
Kingdom Financial Group Llc.
DECREASED1,5532,462-909-37%$98.5K$64.3K-$34.2K2026-11-04
Abound Wealth Management
UNCHANGED1,4821,48200%$59.3K$61.4K+$2.1K2026-10-26
True Wealth Design, LLC
UNCHANGED1,4621,46200%$58.5K$60.6K+$2.1K2026-10-13
Root Financial Partners, LLC
NEW1,260—+1,260——$52.2K—2026-10-21
Mather Group, Llc.
UNCHANGED1,1571,15700%$46.3K$47.9K+$1.6K2026-10-14
Tradewinds Capital Management, LLC
DECREASED1,0361,097-61-6%$43.9K$42.9K-$9792026-10-23
Rossby Financial, LCC
INCREASED1,0261,025+1+0%$41.0K$42.5K+$1.5K2026-11-05
Creative Financial Designs Inc
NEW733—+733——$30.4K—2026-11-04
Triumph Capital Management
INCREASED713500+213+43%$20.0K$29.5K+$9.5K2026-10-14
Compass Financial Management LLC
DECREASED706919-213-23%$37.1K$29.2K-$7.8K2026-10-30
Lloyd Advisory Services, Llc.
DECREASED699929-230-25%$37.2K$29.0K-$8.2K2026-11-02
Arvest Investments, Inc.
NEW639—+639——$26.5K—2026-10-21
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED61161100%$24.4K$25.3K+$8622026-10-28
Reyes Financial Architecture, Inc.
UNCHANGED49549500%$19.8K$20.5K+$6982026-10-22
Asset Dedication, LLC
NEW444—+444——$18.4K—2026-11-03
Parallel Advisors, LLC
DECREASED372538-166-31%$21.5K$15.4K-$6.1K2026-11-03
GK Wealth Management LLC
NEW300—+300——$12.4K—2026-10-09
Costello Asset Management, Inc
UNCHANGED30030000%$12.0K$12.4K+$4232026-10-30
Signaturefd, LLC
INCREASED271246+25+10%$9.8K$11.2K+$1.4K2026-10-23
Wealth Analytics Partners, LLC
NEW200—+200——$8.3K—2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED18918900%$7.6K$7.8K+$2672026-10-13
Elevation Wealth Partners, LLC
NEW176—+176——$7.3K—2026-10-07
Blue Bell Private Wealth Management, LLC
NEW149—+149——$6.2K—2026-10-29
Assetmark, Inc
UNCHANGED13913900%$5.6K$5.8K+$1962026-10-21
Team Financial Group, LLC
NEW120—+120——$5.0K—2026-10-30
Archer Investment Corp
UNCHANGED11911900%$4.8K$4.9K+$1682026-11-05
CoreCap Advisors, LLC
UNCHANGED686800%$2.7K$2.8K+$962026-10-08
Deane Retirement Strategies, Inc.
UNCHANGED515100%$2.0K$2.1K+$712026-10-09
RMG Wealth Management LLC
NEW49—+49——$2.0K—2026-10-26
Concord Wealth Partners
INCREASED3027+3+11%$1.1K$1.2K+$1632026-11-02
Acumen Wealth Advisors, LLC
NEW15—+15——$622—2026-11-05
First Pacific Financial
NEW3—+3——$125—2026-10-14
Trek Financial, LLC
CLOSED073,521-73,521-100%$2.9M$0-$2.9M2026-10-29
Upper Left Wealth Management, LLC
CLOSED022,021-22,021-100%$881.1K$0-$881.1K2026-10-14
Scarborough Advisors, LLC
CLOSED019,952-19,952-100%$837.2K$0-$837.2K2026-10-16
Advisor OS, LLC
CLOSED07,017-7,017-100%$280.8K$0-$280.8K2026-11-03
Sigma Planning Corp
CLOSED05,464-5,464-100%$218.6K$0-$218.6K2026-10-23
Fairman Group, LLC
CLOSED0959-959-100%$38.4K$0-$38.4K2026-10-26
AdvisorNet Financial, Inc
CLOSED0750-750-100%$30.0K$0-$30.0K2026-10-15
International Assets Investment Management, LLC
CLOSED0400-400-100%$16.1K$0-$16.1K2026-11-02
Stone House Investment Management, LLC
CLOSED0245-245-100%$9.8K$0-$9.8K2026-10-23
Fairway Wealth LLC
CLOSED0106-106-100%$4.2K$0-$4.2K2026-10-30
Bank of America Corp
N/A—3,407,229-3,407,229-100%$136.3M———
BlackRock, Inc.
N/A—2,438,487-2,438,487-100%$97.6M———
AlTi Global, Inc.
N/A—1,419,049-1,419,049-100%$56.8M———
Raymond James Financial Inc
N/A—944,053-944,053-100%$37.8M———
BOK Financial Private Wealth, Inc.
N/A—747,968-747,968-100%$29.9M———
Vident Advisory, LLC
N/A—676,383-676,383-100%$27.1M———
Goldman Sachs Group Inc
N/A—461,001-461,001-100%$18.4M———
Sanctuary Advisors, LLC
N/A—451,463-451,463-100%$18.1M———
JPMorgan Chase & Co
N/A—437,815-437,815-100%$17.5M———
MAI Capital Management
N/A—433,092-433,092-100%$17.3M———
Fielder Capital Group LLC
N/A—395,257-395,257-100%$15.8M———
Ancora Advisors LLCA
N/A—377,224-377,224-100%$15.1M———
Reliant Wealth Planning
N/A—354,094-354,094-100%$14.2M———
Envestnet Asset Management Inc
N/A—295,851-295,851-100%$11.8M———
World Investment Advisors
N/A—271,429-271,429-100%$12.6M———
Permanens Capital L.P.
N/A—265,651-265,651-100%$10.6M———
Captrust Financial Advisors
N/A—215,310-215,310-100%$8.6M———
LPL Financial LLC
N/A—200,740-200,740-100%$8.0M———
MML Investors Services, LLC
N/A—197,987-197,987-100%$7.9M———
AE Wealth Management LLC
N/A—182,548-182,548-100%$7.3M———
Greenline Partners, LLC
N/A—170,451-170,451-100%$6.8M———
Savvy Advisors, Inc.
N/A—157,209-157,209-100%$6.3M———
Amundi
N/A—147,696-147,696-100%$5.9M———
Cerity Partners LLC
N/A—139,695-139,695-100%$5.6M———
Osaic Holdings, Inc.
N/A—130,731-130,731-100%$5.2M———
Castle Wealth Management LLC
N/A—128,624-128,624-100%$5.1M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—118,947-118,947-100%$4.8M———
Arax Advisory Partners
N/A—115,903-115,903-100%$4.6M———
AQR Capital Management LLC
N/A—113,598-113,598-100%$4.5M———
Cetera Investment Advisers
N/A—100,435-100,435-100%$4.0M———
Focus Partners Wealth
N/A—99,708-99,708-100%$4.0M———
Summit Financial, LLC
N/A—97,266-97,266-100%$3.9M———
Mariner, LLC
N/A—86,690-86,690-100%$3.5M———
Susquehanna International Group, LLP
N/A—83,823-83,823-100%$3.4M———
Renaissance Technologies LLC
N/A—81,791-81,791-100%$3.3M———
Empowered Funds, LLC
N/A—72,922-72,922-100%$2.9M———
Stuart Investment Advisors, Inc.
N/A—66,599-66,599-100%$2.7M———
Choate Investment Advisors
N/A—53,698-53,698-100%$2.1M———
Sankala Group LLC
N/A—53,284-53,284-100%$2.3M———
Stokes Family Office, LLC
N/A—51,763-51,763-100%$2.1M———
Nomura Asset Management Co LTD
N/A—50,000-50,000-100%$2.0M———
Westfuller Advisors, LLC
N/A—44,826-44,826-100%$1.8M———
HighTower Advisors, LLC
N/A—41,884-41,884-100%$1.7M———
Beacon Pointe Advisors, LLC
N/A—39,562-39,562-100%$1.6M———
M&T Bank Corp
N/A—37,374-37,374-100%$1.5M———
Insigneo Advisory Services, LLC
N/A—37,226-37,226-100%$1.5M———
&partners
N/A—36,194-36,194-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—33,604-33,604-100%$1.3M———
Tidal Investments LLC
N/A—33,181-33,181-100%$1.3M———
Principal Securities, Inc.
N/A—31,005-31,005-100%$1.2M———
Global Retirement Partners, LLC
N/A—30,467-30,467-100%$1.2M———
Brown Advisory Inc
N/A—30,456-30,456-100%$1.2M———
Hilton Capital Management, LLC
N/A—30,050-30,050-100%$1.2M———
Virtu Financial LLC
N/A—28,533-28,533-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—26,716-26,716-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—23,898-23,898-100%$956.2K———
Headlands Technologies LLC
N/A—23,891-23,891-100%$955.9K———
Betterment LLC
N/A—22,776-22,776-100%$911.0K———
Vestmark Advisory Solutions, Inc.
N/A—22,736-22,736-100%$909.7K———
BFC Planning, Inc.
N/A—22,014-22,014-100%$880.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—21,764-21,764-100%$870.8K———
Mayflower Financial Advisors, LLC
N/A—20,983-20,983-100%$839.5K———
Gotham Asset Management, LLC
N/A—20,896-20,896-100%$836.0K———
Smith, Moore & Co.
N/A—20,000-20,000-100%$800.2K———
Sound Portfolio Advisors, LLC
N/A—19,996-19,996-100%$800.0K———
Oversea-Chinese Banking Corp Ltd
N/A—19,210-19,210-100%$768.6K———
Sivia Capital Partners, LLC
N/A—18,301-18,301-100%$732.2K———
Tudor Investment Corp ET AL
N/A—17,543-17,543-100%$701.9K———
a16z Perennial Management, L.P.
N/A—17,077-17,077-100%$683.3K———
Quantinno Capital Management LP
N/A—17,054-17,054-100%$682.3K———
Causey Wealth LLC
N/A—15,599-15,599-100%$624.1K———
Brand Asset Management Group, Inc.
N/A—15,513-15,513-100%$620.7K———
Maripau Wealth Management LLC
N/A—14,648-14,648-100%$586.1K———
Flow Traders U.S. LLC
N/A—13,608-13,608-100%$544.0K———
Avos Capital Management, LLC
N/A—13,555-13,555-100%$542.3K———
RiverGlades Family Offices LLC
N/A—13,000-13,000-100%$520.1K———
Moneta Group Investment Advisors LLC
N/A—11,409-11,409-100%$456.5K———
Precision Wealth Strategies, LLC
N/A—11,244-11,244-100%$449.9K———
Sfmg, LLC
N/A—10,899-10,899-100%$436.1K———
Kovack Advisors, Inc.
N/A—10,705-10,705-100%$428.2K———
CIBC World Market Inc.
N/A—10,643-10,643-100%$425.8K———
NewEdge Advisors, LLC
N/A—10,594-10,594-100%$423.9K———
Painted Porch Advisors LLC
N/A—10,500-10,500-100%$420.1K———
Beckerman Institutional, LLC
N/A—10,342-10,342-100%$413.8K———
Stifel Financial Corp
N/A—10,287-10,287-100%$411.6K———
Merit Financial Group, LLC
N/A—9,934-9,934-100%$397.5K———
Northwestern Mutual Wealth Management Co
N/A—9,862-9,862-100%$394.6K———
Arkadios Wealth Advisors
N/A—9,598-9,598-100%$384.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—9,450-9,450-100%$378.1K———
Bay Rivers Group
N/A—8,677-8,677-100%$347.2K———
Cresset Asset Management, LLC
N/A—7,633-7,633-100%$305.4K———
W1m Asset Management Ltd
N/A—7,362-7,362-100%$294.6K———
Silver OAK Securities, Incorporated
N/A—7,354-7,354-100%$294.2K———
MJP Associates Inc
N/A—7,017-7,017-100%$280.8K———
Florida Financial Advisors, LLC
N/A—6,858-6,858-100%$274.4K———
Main Street Financial Solutions, LLC
N/A—6,650-6,650-100%$266.1K———
Plum Street Advisors, LLC
N/A—6,560-6,560-100%$262.5K———
Howe & Rusling Inc
N/A—6,084-6,084-100%$243.4K———
Royal Bank of Canada
N/A—6,018-6,018-100%$240.0K———
Orion Capital Management LLC
N/A—5,887-5,887-100%$235.5K———
EP Wealth Advisors, LLC
N/A—5,844-5,844-100%$233.8K———
Westbourne Investments, Inc.
N/A—5,778-5,778-100%$231.2K———
CacheTech Inc.
N/A—5,516-5,516-100%$220.7K———
KMT Wealth Management, LLC
N/A—5,465-5,465-100%$218.7K———
OneDigital Investment Advisors LLC
N/A—5,250-5,250-100%$210.1K———
Baker Avenue Asset Management, LP
N/A—5,096-5,096-100%$203.9K———
First Financial Bankshares Inc
N/A—5,032-5,032-100%$201.3K———
FMR LLC
N/A—4,658-4,658-100%$186.4K———
PlanVest Financial, Inc
N/A—3,762-3,762-100%$150.5K———
Fiduciary Financial Advisors
N/A—3,680-3,680-100%$147.1K———
CoreFirst Bank & Trust
N/A—3,060-3,060-100%$122.4K———
Atomic Invest LLC
N/A—2,980-2,980-100%$119.2K———
Smartleaf Asset Management LLC
N/A—2,867-2,867-100%$114.7K———
SouthState Bank Corp
N/A—2,858-2,858-100%$114.3K———
Morgan Stanley
N/A—2,727-2,727-100%$109.1K———
Heritage Wealth Advisors
N/A—1,761-1,761-100%$70.5K———
Imprint Wealth LLC
N/A—1,152-1,152-100%$46.1K———
PNC Financial Services Group, Inc.
N/A—997-997-100%$39.9K———
Bogart Wealth, LLC
N/A—824-824-100%$33.0K———
National Bank of Canada
N/A—500-500-100%$20.0K———
Harbour Investments, Inc.
N/A—500-500-100%$20.0K———
SOA Wealth Advisors, Llc.
N/A—343-343-100%$13.7K———
Capital Analysts, LLC
N/A—320-320-100%$13———
IFG Advisory, LLC
N/A—273-273-100%$10.9K———
Federation des caisses Desjardins du Quebec
N/A—163-163-100%$6.5K———
Huntington National Bank
N/A—143-143-100%$5.7K———
Allworth Financial LP
N/A—122-122-100%$4.9K———
Atlantic Union Bankshares Corp
N/A—50-50-100%$2.0K———
Richard W. Paul & Associates, LLC
N/A—25-25-100%$1.0K———
Coston, McIsaac & Partners
N/A—21-21-100%$0———
Showing 301 of 301 institutions