IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares LT National Muni BD (LMUB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
DECREASED
Shares976,060 from 1,163,887
Change-187,827 (-16%)
Value$45.4K (-$14.2K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares498,104 from 356,058
Change+142,046 (+40%)
Value$23.2M (+$4.9M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares180,709 from 166,629
Change+14,080 (+8%)
Value$8.4M (-$130.0K)
Filed 2026-11-02
Diversified Portfolios, Inc.
NEW
Shares153,505
Change+153,505
Value$7.1M
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares146,322 from 176,327
Change-30,005 (-17%)
Value$6.8M (-$2.2M)
Filed 2026-11-05
Atlatl Advisers LLC
DECREASED
Shares114,150 from 128,359
Change-14,209 (-11%)
Value$5.3M (-$1.3M)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares113,139 from 87,187
Change+25,952 (+30%)
Value$5.3M (+$1.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares113,139 from 87,187
Change+25,952 (+30%)
Value$5.3M (+$1.0M)
Filed 2026-10-20
Watershed Private Wealth LLC
DECREASED
Shares106,428 from 120,450
Change-14,022 (-12%)
Value$4.9M (-$1.2M)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares106,175 from 115,023
Change-8,848 (-8%)
Value$5.0M (+$5.0M)
Filed 2026-11-05
Kelly Financial Services LLC
DECREASED
Shares97,558 from 131,465
Change-33,907 (-26%)
Value$4.5M (-$2.2M)
Filed 2026-10-20
May Hill Capital, LLC
DECREASED
Shares94,597 from 99,644
Change-5,047 (-5%)
Value$4.4M (-$704.0K)
Filed 2026-11-03
Able Wealth Management LLC
INCREASED
Shares85,757 from 69,016
Change+16,741 (+24%)
Value$4.0M (+$460.4K)
Filed 2026-10-13
JB Capital LLC
DECREASED
Shares81,964 from 88,356
Change-6,392 (-7%)
Value$3.8M (-$713.5K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares81,188 from 95,732
Change-14,544 (-15%)
Value$3.8M (-$1.1M)
Filed 2026-10-15
One Wealth Capital Management, LLC
DECREASED
Shares67,620 from 127,065
Change-59,445 (-47%)
Value$3.1M (-$3.4M)
Filed 2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares65,685 from 96,086
Change-30,401 (-32%)
Value$3.1M (-$1.9M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares62,597 from 52,184
Change+10,413 (+20%)
Value$2.9M (+$238.5K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares60,486 from 65,017
Change-4,531 (-7%)
Value$2.8M (-$517.0K)
Filed 2026-11-03
One Advisory Partners, LLC
DECREASED
Shares59,956 from 92,813
Change-32,857 (-35%)
Value$2.8M (-$2.0M)
Filed 2026-10-22
Detalus Advisors, LLC
DECREASED
Shares56,257 from 195,227
Change-138,970 (-71%)
Value$2.6M (-$7.4M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares55,677 from 47,749
Change+7,928 (+17%)
Value$2.6K (+$144)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares54,214 from 8,246
Change+45,968 (+557%)
Value$2.5M (+$2.1M)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares54,158 from 68,464
Change-14,306 (-21%)
Value$2.5M (-$987.9K)
Filed 2026-11-04
Plancorp, LLC
DECREASED
Shares46,393 from 85,460
Change-39,067 (-46%)
Value$2.2M (-$2.1M)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares44,234 from 110,326
Change-66,092 (-60%)
Value$2.1M (-$3.6M)
Filed 2026-10-08
Triad Wealth Partners, LLC
DECREASED
Shares33,476 from 67,859
Change-34,383 (-51%)
Value$1.6M (-$1.8M)
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares32,831 from 36,946
Change-4,115 (-11%)
Value$1.6M (-$263.5K)
Filed 2026-11-02
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares32,586 from 71,316
Change-38,730 (-54%)
Value$1.5M (-$2.1M)
Filed 2026-11-03
Cornerstone Planning Group LLC
DECREASED
Shares31,659 from 34,888
Change-3,229 (-9%)
Value$1.5M (-$278.9K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares30,088 from 34,399
Change-4,311 (-13%)
Value$1.4M (-$362.5K)
Filed 2026-11-05
Apeiron RIA LLC
DECREASED
Shares26,680 from 30,870
Change-4,190 (-14%)
Value$1.2M (-$335.2K)
Filed 2026-10-08
CV Advisors LLC
NEW
Shares25,980
Change+25,980
Value$1.2M
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares25,542 from 31,421
Change-5,879 (-19%)
Value$1.2M (-$421.5K)
Filed 2026-11-03
Legacy Advisory Services, LLC
NEW
Shares24,608
Change+24,608
Value$1.1M
Filed 2026-10-20
Gen-Wealth Partners Inc
DECREASED
Shares23,886 from 30,979
Change-7,093 (-23%)
Value$1.1M (-$475.8K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares23,822 from 16,811
Change+7,011 (+42%)
Value$1.1M (+$246.9K)
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares23,517 from 62,156
Change-38,639 (-62%)
Value$1.1M (-$2.1M)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares21,612 from 19,528
Change+2,084 (+11%)
Value$1.0M (+$5.0K)
Filed 2026-10-16
Core Wealth Advisors, LLC
INCREASED
Shares21,324 from 20,459
Change+865 (+4%)
Value$991.8K (-$56.1K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares20,312 from 16,318
Change+3,994 (+24%)
Value$944.7K (+$108.9K)
Filed 2026-10-09
Aspire Private Capital, LLC
DECREASED
Shares19,157 from 23,145
Change-3,988 (-17%)
Value$891.0K (-$294.5K)
Filed 2026-11-05
Westside Investment Management, Inc.
NEW
Shares17,574
Change+17,574
Value$817.4K
Filed 2026-11-02
Polaris Investment Advisors, LLC
DECREASED
Shares17,419 from 23,304
Change-5,885 (-25%)
Value$810.2K (-$383.5K)
Filed 2026-10-20
SigFig Wealth Management, LLC
DECREASED
Shares17,371 from 20,591
Change-3,220 (-16%)
Value$807.9K (-$247.1K)
Filed 2026-10-07
Wedbush Securities Inc
DECREASED
Shares17,303 from 21,851
Change-4,548 (-21%)
Value$805 (-$314)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares16,140 from 35,381
Change-19,241 (-54%)
Value$750.7K (-$1.1M)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
NEW
Shares16,025
Change+16,025
Value$745.3K
Filed 2026-10-14
Sharkey, Howes & Javer
INCREASED
Shares15,800 from 13,113
Change+2,687 (+20%)
Value$734.9K (+$63.2K)
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED
Shares15,563 from 18,855
Change-3,292 (-17%)
Value$723.8K (-$241.9K)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares13,631 from 9,821
Change+3,810 (+39%)
Value$634.0K (+$130.9K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares13,086 from 14,916
Change-1,830 (-12%)
Value$608.6K (-$155.4K)
Filed 2026-10-23
Stone House Investment Management, LLC
NEW
Shares12,138
Change+12,138
Value$564.6K
Filed 2026-10-23
Cypress Wealth Services, LLC
DECREASED
Shares11,724 from 18,312
Change-6,588 (-36%)
Value$544.9K (-$393.0K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares10,255 from 13,211
Change-2,956 (-22%)
Value$477.0K (-$199.7K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
NEW
Shares9,535
Change+9,535
Value$443.5K
Filed 2026-11-04
Zenith Solutions, Inc.
DECREASED
Shares9,456 from 13,943
Change-4,487 (-32%)
Value$439.8K (-$274.4K)
Filed 2026-10-19
Buttonwood Financial Group, LLC
DECREASED
Shares9,041 from 195,270
Change-186,229 (-95%)
Value$420.2K (-$9.6M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares9,000 from 8,057
Change+943 (+12%)
Value$418.6K (+$5.9K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares8,818 from 16,344
Change-7,526 (-46%)
Value$410.1K (-$427.0K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
DECREASED
Shares8,535 from 26,539
Change-18,004 (-68%)
Value$397.0K (-$962.4K)
Filed 2026-10-07
Islay Capital Management, LLC
INCREASED
Shares8,348 from 7,798
Change+550 (+7%)
Value$388.3K (-$11.1K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,617 from 6,753
Change+864 (+13%)
Value$354.3K (+$8.4K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares7,394 from 9,397
Change-2,003 (-21%)
Value$343.9K (-$137.4K)
Filed 2026-10-22
Aegis Wealth Management, Inc.
DECREASED
Shares7,232 from 8,061
Change-829 (-10%)
Value$336.4K (-$76.5K)
Filed 2026-10-26
Richard P Slaughter Associates Inc
NEW
Shares6,531
Change+6,531
Value$303.8K
Filed 2026-10-13
Jordan Park Trust Co LLC
NEW
Shares6,308
Change+6,308
Value$293.4K
Filed 2026-10-19
Gilliland Jeter Wealth Management LLC
INCREASED
Shares6,173 from 4,107
Change+2,066 (+50%)
Value$287.1K (+$76.7K)
Filed 2026-10-28
Diligent Investors, LLC
NEW
Shares6,000
Change+6,000
Value$279.1K
Filed 2026-10-21
Stirlingshire Investments, Inc.
DECREASED
Shares5,433 from 5,880
Change-447 (-8%)
Value$252.7K (-$48.5K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares5,166 from 3,178
Change+1,988 (+63%)
Value$240.3K (+$77.5K)
Filed 2026-10-28
Financial Insights, Inc.
NEW
Shares5,025
Change+5,025
Value$233.7K
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,964 from 7,879
Change-2,915 (-37%)
Value$230.9K (-$172.7K)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
NEW
Shares4,825
Change+4,825
Value$224.4K
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares4,759 from 4,659
Change+100 (+2%)
Value$221.3K (-$17.3K)
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
NEW
Shares4,610
Change+4,610
Value$214.4K
Filed 2026-10-29
Swmg, LLC
DECREASED
Shares4,357 from 5,484
Change-1,127 (-21%)
Value$208.0K (-$70.4K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares3,687 from 1,465
Change+2,222 (+152%)
Value$171.5K (+$96.4K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares3,596 from 2,246
Change+1,350 (+60%)
Value$167.3K (+$52.2K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
DECREASED
Shares1,705 from 8,108
Change-6,403 (-79%)
Value$79.3K (-$336.0K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares1,309
Change+1,309
Value$60.9K
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares1,276 from 85
Change+1,191 (+1401%)
Value$59.3K (+$55.0K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
DECREASED
Shares1,152 from 1,429
Change-277 (-19%)
Value$53.6K (-$19.6K)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
INCREASED
Shares728 from 410
Change+318 (+78%)
Value$33.9K (+$12.9K)
Filed 2026-11-02
Blue Trust, Inc.
NEW
Shares716
Change+716
Value$33.3K
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares688 from 696
Change-8 (-1%)
Value$32.0K (-$3.7K)
Filed 2026-10-14
Tsfg, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$22 (-$2)
Filed 2026-10-23
Key Capital Management, Inc
DECREASED
Shares438 from 573
Change-135 (-24%)
Value$20.4K (-$9.0K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares356 from 334
Change+22 (+7%)
Value$16.6K (-$549)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares343 from 269
Change+74 (+28%)
Value$16.0K (+$2.2K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
NEW
Shares336
Change+336
Value$15.6K
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares321 from 446
Change-125 (-28%)
Value$14.9K (-$7.9K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares301 from 2,483
Change-2,182 (-88%)
Value$14.0K (-$113.2K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares146 from 505
Change-359 (-71%)
Value$6.8K (-$19.1K)
Filed 2026-11-05
Montgomery Financial Services LLC
DECREASED
Shares27 from 116
Change-89 (-77%)
Value$1.3K (-$4.7K)
Filed 2026-11-03
TSA Wealth Managment LLC
CLOSED
Shares0 from 28,534
Change-28,534 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 18,189
Change-18,189 (-100%)
Value$0 (-$930.9K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 11,763
Change-11,763 (-100%)
Value$0 (-$602.5K)
Filed 2026-10-14
RCS Financial Planning, LLC
CLOSED
Shares0 from 10,317
Change-10,317 (-100%)
Value$0 (-$528.4K)
Filed 2026-10-14
PUREfi Wealth, LLC
CLOSED
Shares0 from 9,363
Change-9,363 (-100%)
Value$0 (-$479.6K)
Filed 2026-10-19
Wedmont Private Capital
CLOSED
Shares0 from 5,725
Change-5,725 (-100%)
Value$0 (-$291.2K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 5,352
Change-5,352 (-100%)
Value$0 (-$274.2K)
Filed 2026-11-05
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 4,865
Change-4,865 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-15
Roan Capital Partners
CLOSED
Shares0 from 4,565
Change-4,565 (-100%)
Value$0 (-$233.8K)
Filed 2026-10-09
Strategy Asset Managers LLC
CLOSED
Shares0 from 4,549
Change-4,549 (-100%)
Value$0 (-$233.0K)
Filed 2026-10-14
CX Institutional
CLOSED
Shares0 from 347
Change-347 (-100%)
Value$0 (-$18)
Filed 2026-10-02
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-27
Golden State Wealth Management, LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-07
Envestnet Asset Management Inc
N/A
Shares— from 12,886,730
Change-12,886,730 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,637,082
Change-6,637,082 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,795,874
Change-2,795,874 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,629,744
Change-1,629,744 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,517,394
Change-1,517,394 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,198,291
Change-1,198,291 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 883,578
Change-883,578 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 513,457
Change-513,457 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 442,423
Change-442,423 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 341,310
Change-341,310 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 336,349
Change-336,349 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 305,445
Change-305,445 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 303,512
Change-303,512 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 256,048
Change-256,048 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 206,883
Change-206,883 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 202,598
Change-202,598 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 173,943
Change-173,943 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 154,916
Change-154,916 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 124,535
Change-124,535 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 122,442
Change-122,442 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 97,034
Change-97,034 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 96,615
Change-96,615 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 86,176
Change-86,176 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 82,843
Change-82,843 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 68,843
Change-68,843 (-100%)
Value—
EFG International AG
N/A
Shares— from 62,187
Change-62,187 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 57,176
Change-57,176 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 53,129
Change-53,129 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 52,174
Change-52,174 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 51,261
Change-51,261 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 48,300
Change-48,300 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 38,963
Change-38,963 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 37,917
Change-37,917 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 37,537
Change-37,537 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 36,220
Change-36,220 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 33,601
Change-33,601 (-100%)
Value—
&partners
N/A
Shares— from 32,640
Change-32,640 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,958
Change-27,958 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 27,702
Change-27,702 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 27,558
Change-27,558 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 25,623
Change-25,623 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 24,444
Change-24,444 (-100%)
Value—
EQ LLC
N/A
Shares— from 21,668
Change-21,668 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,986
Change-19,986 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 18,432
Change-18,432 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 17,406
Change-17,406 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 16,787
Change-16,787 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,617
Change-16,617 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 16,148
Change-16,148 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,014
Change-15,014 (-100%)
Value—
EWA, LLC
N/A
Shares— from 14,277
Change-14,277 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 14,211
Change-14,211 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,937
Change-13,937 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,901
Change-13,901 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,617
Change-12,617 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 11,860
Change-11,860 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 11,434
Change-11,434 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 7,719
Change-7,719 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 7,369
Change-7,369 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 6,608
Change-6,608 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 6,259
Change-6,259 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 5,703
Change-5,703 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 352
Change-352 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 289
Change-289 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 175
Change-175 (-100%)
Value—
Status
Park Avenue Securities LLC
DECREASED976,0601,163,887-187,827-16%$59.6K$45.4K-$14.2K2026-10-26
Vise Technologies, Inc.
INCREASED498,104356,058+142,046+40%$18.2M$23.2M+$4.9M2026-10-29
Kestra Advisory Services, LLC
INCREASED180,709166,629+14,080+8%$8.5M$8.4M-$130.0K2026-11-02
Diversified Portfolios, Inc.
NEW153,505—+153,505——$7.1M—2026-11-04
Bank of New York Mellon Corp
DECREASED146,322176,327-30,005-17%$9.0M$6.8M-$2.2M2026-11-05
Atlatl Advisers LLC
DECREASED114,150128,359-14,209-11%$6.6M$5.3M-$1.3M2026-10-22
Diversify Advisory Services, LLC
INCREASED113,13987,187+25,952+30%$4.3M$5.3M+$1.0M2026-10-20
Diversify Wealth Management, LLC
INCREASED113,13987,187+25,952+30%$4.3M$5.3M+$1.0M2026-10-20
Watershed Private Wealth LLC
DECREASED106,428120,450-14,022-12%$6.2M$4.9M-$1.2M2026-10-30
Thrivent Financial for Lutherans
DECREASED106,175115,023-8,848-8%$5.9K$5.0M+$5.0M2026-11-05
Kelly Financial Services LLC
DECREASED97,558131,465-33,907-26%$6.7M$4.5M-$2.2M2026-10-20
May Hill Capital, LLC
DECREASED94,59799,644-5,047-5%$5.1M$4.4M-$704.0K2026-11-03
Able Wealth Management LLC
INCREASED85,75769,016+16,741+24%$3.5M$4.0M+$460.4K2026-10-13
JB Capital LLC
DECREASED81,96488,356-6,392-7%$4.5M$3.8M-$713.5K2026-10-19
Atria Investments, Inc
DECREASED81,18895,732-14,544-15%$4.9M$3.8M-$1.1M2026-10-15
One Wealth Capital Management, LLC
DECREASED67,620127,065-59,445-47%$6.5M$3.1M-$3.4M2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED65,68596,086-30,401-32%$4.9M$3.1M-$1.9M2026-10-13
Commonwealth Equity Services, LLC
INCREASED62,59752,184+10,413+20%$2.7M$2.9M+$238.5K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED60,48665,017-4,531-7%$3.3M$2.8M-$517.0K2026-11-03
One Advisory Partners, LLC
DECREASED59,95692,813-32,857-35%$4.8M$2.8M-$2.0M2026-10-22
Detalus Advisors, LLC
DECREASED56,257195,227-138,970-71%$10.0M$2.6M-$7.4M2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED55,67747,749+7,928+17%$2.4K$2.6K+$1442026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED54,2148,246+45,968+557%$419.4K$2.5M+$2.1M2026-10-13
Smart Wealth LLC
DECREASED54,15868,464-14,306-21%$3.5M$2.5M-$987.9K2026-11-04
Plancorp, LLC
DECREASED46,39385,460-39,067-46%$4.3M$2.2M-$2.1M2026-11-03
Farther Finance Advisors, LLC
DECREASED44,234110,326-66,092-60%$5.7M$2.1M-$3.6M2026-10-08
Triad Wealth Partners, LLC
DECREASED33,47667,859-34,383-51%$3.4M$1.6M-$1.8M2026-10-26
Sovran Advisors, LLC
DECREASED32,83136,946-4,115-11%$1.8M$1.6M-$263.5K2026-11-02
LiftPoint Family Wealth Advisors LLC
DECREASED32,58671,316-38,730-54%$3.7M$1.5M-$2.1M2026-11-03
Cornerstone Planning Group LLC
DECREASED31,65934,888-3,229-9%$1.7M$1.5M-$278.9K2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED30,08834,399-4,311-13%$1.8M$1.4M-$362.5K2026-11-05
Apeiron RIA LLC
DECREASED26,68030,870-4,190-14%$1.6M$1.2M-$335.2K2026-10-08
CV Advisors LLC
NEW25,980—+25,980——$1.2M—2026-10-13
Verus Capital Partners, LLC
DECREASED25,54231,421-5,879-19%$1.6M$1.2M-$421.5K2026-11-03
Legacy Advisory Services, LLC
NEW24,608—+24,608——$1.1M—2026-10-20
Gen-Wealth Partners Inc
DECREASED23,88630,979-7,093-23%$1.6M$1.1M-$475.8K2026-11-04
Simplicity Wealth,LLC
INCREASED23,82216,811+7,011+42%$861.1K$1.1M+$246.9K2026-10-23
Strategic Blueprint, LLC
DECREASED23,51762,156-38,639-62%$3.2M$1.1M-$2.1M2026-10-22
PFG Advisors
INCREASED21,61219,528+2,084+11%$1.0M$1.0M+$5.0K2026-10-16
Core Wealth Advisors, LLC
INCREASED21,32420,459+865+4%$1.0M$991.8K-$56.1K2026-11-05
Balefire, LLC
INCREASED20,31216,318+3,994+24%$835.8K$944.7K+$108.9K2026-10-09
Aspire Private Capital, LLC
DECREASED19,15723,145-3,988-17%$1.2M$891.0K-$294.5K2026-11-05
Westside Investment Management, Inc.
NEW17,574—+17,574——$817.4K—2026-11-02
Polaris Investment Advisors, LLC
DECREASED17,41923,304-5,885-25%$1.2M$810.2K-$383.5K2026-10-20
SigFig Wealth Management, LLC
DECREASED17,37120,591-3,220-16%$1.1M$807.9K-$247.1K2026-10-07
Wedbush Securities Inc
DECREASED17,30321,851-4,548-21%$1.1K$805-$3142026-10-22
MGO One Seven LLC
DECREASED16,14035,381-19,241-54%$1.8M$750.7K-$1.1M2026-10-28
Elmwood Wealth Management, Inc.
NEW16,025—+16,025——$745.3K—2026-10-14
Sharkey, Howes & Javer
INCREASED15,80013,113+2,687+20%$671.6K$734.9K+$63.2K2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED15,56318,855-3,292-17%$965.7K$723.8K-$241.9K2026-10-14
Maia Wealth LLC
INCREASED13,6319,821+3,810+39%$503.0K$634.0K+$130.9K2026-10-19
Sigma Planning Corp
DECREASED13,08614,916-1,830-12%$764.0K$608.6K-$155.4K2026-10-23
Stone House Investment Management, LLC
NEW12,138—+12,138——$564.6K—2026-10-23
Cypress Wealth Services, LLC
DECREASED11,72418,312-6,588-36%$937.9K$544.9K-$393.0K2026-10-21
Integrated Advisors Network LLC
DECREASED10,25513,211-2,956-22%$676.7K$477.0K-$199.7K2026-10-20
Caliber Wealth Management, LLC / KS
NEW9,535—+9,535——$443.5K—2026-11-04
Zenith Solutions, Inc.
DECREASED9,45613,943-4,487-32%$714.2K$439.8K-$274.4K2026-10-19
Buttonwood Financial Group, LLC
DECREASED9,041195,270-186,229-95%$10.0M$420.2K-$9.6M2026-10-16
Assetmark, Inc
INCREASED9,0008,057+943+12%$412.7K$418.6K+$5.9K2026-10-21
Fifth Third Bancorp
DECREASED8,81816,344-7,526-46%$837.1K$410.1K-$427.0K2026-11-05
Retirement Wealth Solutions LLC
DECREASED8,53526,539-18,004-68%$1.4M$397.0K-$962.4K2026-10-07
Islay Capital Management, LLC
INCREASED8,3487,798+550+7%$399.4K$388.3K-$11.1K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,6176,753+864+13%$345.9K$354.3K+$8.4K2026-10-14
Perigon Wealth Management, LLC
DECREASED7,3949,397-2,003-21%$481.3K$343.9K-$137.4K2026-10-22
Aegis Wealth Management, Inc.
DECREASED7,2328,061-829-10%$412.9K$336.4K-$76.5K2026-10-26
Richard P Slaughter Associates Inc
NEW6,531—+6,531——$303.8K—2026-10-13
Jordan Park Trust Co LLC
NEW6,308—+6,308——$293.4K—2026-10-19
Gilliland Jeter Wealth Management LLC
INCREASED6,1734,107+2,066+50%$210.4K$287.1K+$76.7K2026-10-28
Diligent Investors, LLC
NEW6,000—+6,000——$279.1K—2026-10-21
Stirlingshire Investments, Inc.
DECREASED5,4335,880-447-8%$301.2K$252.7K-$48.5K2026-11-05
Raleigh Capital Management Inc.
INCREASED5,1663,178+1,988+63%$162.8K$240.3K+$77.5K2026-10-28
Financial Insights, Inc.
NEW5,025—+5,025——$233.7K—2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED4,9647,879-2,915-37%$403.6K$230.9K-$172.7K2026-10-23
Integrity Advisory Solutions, LLC
NEW4,825—+4,825——$224.4K—2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED4,7594,659+100+2%$238.7K$221.3K-$17.3K2026-10-15
Gerber Kawasaki Wealth & Investment Management
NEW4,610—+4,610——$214.4K—2026-10-29
Swmg, LLC
DECREASED4,3575,484-1,127-21%$278.4K$208.0K-$70.4K2026-10-23
CoreCap Advisors, LLC
INCREASED3,6871,465+2,222+152%$75.0K$171.5K+$96.4K2026-10-08
IFP Advisors, Inc
INCREASED3,5962,246+1,350+60%$115.0K$167.3K+$52.2K2026-10-16
JFS Wealth Advisors, LLC
DECREASED1,7058,108-6,403-79%$415.3K$79.3K-$336.0K2026-11-03
Ascentis Independent Advisors
NEW1,309—+1,309——$60.9K—2026-11-03
Signature Equity Partners, LLC
INCREASED1,27685+1,191+1401%$4.4K$59.3K+$55.0K2026-10-29
Cape Investment Advisory, Inc.
DECREASED1,1521,429-277-19%$73.2K$53.6K-$19.6K2026-10-13
Quest 10 Wealth Builders, Inc.
INCREASED728410+318+78%$21.0K$33.9K+$12.9K2026-11-02
Blue Trust, Inc.
NEW716—+716——$33.3K—2026-10-15
Mather Group, Llc.
DECREASED688696-8-1%$35.6K$32.0K-$3.7K2026-10-14
Tsfg, LLC
UNCHANGED47247200%$24$22-$22026-10-23
Key Capital Management, Inc
DECREASED438573-135-24%$29.3K$20.4K-$9.0K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED356334+22+7%$17.1K$16.6K-$5492026-11-05
EverSource Wealth Advisors, LLC
INCREASED343269+74+28%$13.8K$16.0K+$2.2K2026-11-04
Lloyd Advisory Services, Llc.
NEW336—+336——$15.6K—2026-11-02
Private Trust Co NA
DECREASED321446-125-28%$22.8K$14.9K-$7.9K2026-10-20
Creative Financial Designs Inc
DECREASED3012,483-2,182-88%$127.2K$14.0K-$113.2K2026-11-04
US Bancorp \de\
DECREASED146505-359-71%$25.9K$6.8K-$19.1K2026-11-05
Montgomery Financial Services LLC
DECREASED27116-89-77%$5.9K$1.3K-$4.7K2026-11-03
TSA Wealth Managment LLC
CLOSED028,534-28,534-100%$1.5M$0-$1.5M2026-10-22
CFS Investment Advisory Services, LLC
CLOSED018,189-18,189-100%$930.9K$0-$930.9K2026-10-19
Firethorn Wealth Partners, LLC
CLOSED011,763-11,763-100%$602.5K$0-$602.5K2026-10-14
RCS Financial Planning, LLC
CLOSED010,317-10,317-100%$528.4K$0-$528.4K2026-10-14
PUREfi Wealth, LLC
CLOSED09,363-9,363-100%$479.6K$0-$479.6K2026-10-19
Wedmont Private Capital
CLOSED05,725-5,725-100%$291.2K$0-$291.2K2026-10-09
J.W. Cole Advisors, Inc.
CLOSED05,352-5,352-100%$274.2K$0-$274.2K2026-11-05
Legacy Wealth Partners, LLC
CLOSED04,865-4,865-100%$249.2K$0-$249.2K2026-10-15
Roan Capital Partners
CLOSED04,565-4,565-100%$233.8K$0-$233.8K2026-10-09
Strategy Asset Managers LLC
CLOSED04,549-4,549-100%$233.0K$0-$233.0K2026-10-14
CX Institutional
CLOSED0347-347-100%$18$0-$182026-10-02
Cassaday & Co Wealth Management LLC
CLOSED0169-169-100%$8.7K$0-$8.7K2026-10-27
Golden State Wealth Management, LLC
CLOSED0141-141-100%$7.2K$0-$7.2K2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED0139-139-100%$7.1K$0-$7.1K2026-10-07
Envestnet Asset Management Inc
N/A—12,886,730-12,886,730-100%$660.1M———
LPL Financial LLC
N/A—6,637,082-6,637,082-100%$340.0M———
JPMorgan Chase & Co
N/A—2,795,874-2,795,874-100%$143.2M———
Morgan Stanley
N/A—1,629,744-1,629,744-100%$83.5M———
MML Investors Services, LLC
N/A—1,517,394-1,517,394-100%$77.7M———
Cetera Investment Advisers
N/A—1,198,291-1,198,291-100%$61.4M———
Envestnet Portfolio Solutions, Inc.
N/A—883,578-883,578-100%$45.3M———
Sanctuary Advisors, LLC
N/A—513,457-513,457-100%$26.3M———
KM Capital Management Ltd.
N/A—442,423-442,423-100%$22.7M———
Foundations Investment Advisors, LLC
N/A—341,310-341,310-100%$17.5M———
One Wealth Advisors, LLC
N/A—336,349-336,349-100%$17.2M———
OneDigital Investment Advisors LLC
N/A—305,445-305,445-100%$15.6M———
Icon Wealth Advisors, LLC
N/A—303,512-303,512-100%$15.5M———
BlackRock, Inc.
N/A—256,048-256,048-100%$13.1M———
Manhattan West Asset Management, LLC
N/A—206,883-206,883-100%$10.6M———
Stifel Financial Corp
N/A—202,598-202,598-100%$10.4M———
Orion Porfolio Solutions, LLC
N/A—173,943-173,943-100%$8.9M———
Tyche Wealth Partners LLC
N/A—154,916-154,916-100%$7.9M———
Savvy Advisors, Inc.
N/A—124,535-124,535-100%$6.4M———
Jane Street Group, LLC
N/A—122,442-122,442-100%$6.3M———
Keebeck Wealth Management
N/A—97,034-97,034-100%$5.0M———
Seeds Investor LLC
N/A—96,615-96,615-100%$4.9M———
Steward Partners Investment Advisory, LLC
N/A—86,176-86,176-100%$4.4M———
Wealth Alliance, LLC
N/A—82,843-82,843-100%$4.2M———
HighTower Advisors, LLC
N/A—68,843-68,843-100%$3.5M———
EFG International AG
N/A—62,187-62,187-100%$3.2M———
WealthShield Partners, LLC
N/A—57,176-57,176-100%$2.9M———
Osaic Holdings, Inc.
N/A—53,129-53,129-100%$2.7M———
Advyzon Investment Management, LLC
N/A—52,174-52,174-100%$2.7M———
NewEdge Advisors, LLC
N/A—51,261-51,261-100%$2.6M———
Vestmark Advisory Solutions, Inc.
N/A—48,300-48,300-100%$2.5M———
Theory Financial LLC
N/A—38,963-38,963-100%$2.0M———
Mercer Global Advisors Inc
N/A—37,917-37,917-100%$1.9M———
CreativeOne Wealth, LLC
N/A—37,537-37,537-100%$1.9M———
World Investment Advisors
N/A—36,220-36,220-100%$1.8M———
Principal Securities, Inc.
N/A—33,601-33,601-100%$1.7M———
&partners
N/A—32,640-32,640-100%$1.8M———
Advisory Services Network, LLC
N/A—27,958-27,958-100%$1.4M———
Benjamin Edwards Inc
N/A—27,702-27,702-100%$1.4M———
Redwood Investment Management, LLC
N/A—27,558-27,558-100%$1.4K———
Mayflower Financial Advisors, LLC
N/A—25,623-25,623-100%$1.3M———
Shared Vision Wealth Group LLC
N/A—24,444-24,444-100%$1.3M———
EQ LLC
N/A—21,668-21,668-100%$1.1M———
Arax Advisory Partners
N/A—19,986-19,986-100%$1.0M———
Conquis Financial LLC
N/A—18,432-18,432-100%$944.1K———
Modern Wealth Management, LLC
N/A—17,406-17,406-100%$891.5K———
LifePlan Investment Advisors, Inc.
N/A—16,787-16,787-100%$859.8K———
AE Wealth Management LLC
N/A—16,617-16,617-100%$851.1K———
Cerity Partners LLC
N/A—16,148-16,148-100%$827.1K———
Regal Investment Advisors LLC
N/A—15,014-15,014-100%$769.0K———
EWA, LLC
N/A—14,277-14,277-100%$731.2K———
Vantage Point Financial LLC
N/A—14,211-14,211-100%$727.9K———
Old Mission Capital LLC
N/A—13,937-13,937-100%$713.9K———
Cary Street Partners Investment Advisory LLC
N/A—13,901-13,901-100%$712.0K———
Tower Research Capital LLC (TRC)
N/A—12,617-12,617-100%$646.2K———
Curtis Wealth Management LLC
N/A—11,860-11,860-100%$607.5K———
Lifeworks Advisors, LLC
N/A—11,434-11,434-100%$585.6K———
Integrated Wealth Concepts LLC
N/A—11,400-11,400-100%$583.9K———
GeoWealth Management, LLC
N/A—8,421-8,421-100%$431.3K———
Elequin Capital, LP
N/A—7,719-7,719-100%$395.4K———
Coldstream Capital Management Inc
N/A—7,715-7,715-100%$395.2K———
Global Retirement Partners, LLC
N/A—7,712-7,712-100%$395.0K———
Alta Wealth Advisors LLC
N/A—7,369-7,369-100%$377.5K———
Goldman Sachs Group Inc
N/A—7,004-7,004-100%$358.7K———
Western Wealth Management, LLC
N/A—6,612-6,612-100%$338.7K———
Wealthgarden F.S. LLC
N/A—6,608-6,608-100%$338.5K———
Vantus Wealth LLC
N/A—6,259-6,259-100%$320.6K———
Resolute Wealth Advisor, Inc.
N/A—6,130-6,130-100%$306.1K———
URS Advisory LLC
N/A—5,703-5,703-100%$292.1K———
Transcend Capital Advisors, LLC
N/A—5,495-5,495-100%$281.5K———
Twin Peaks Wealth Advisors, LLC
N/A—5,422-5,422-100%$277.7K———
Blalock Williams, LLC
N/A—4,491-4,491-100%$230.0K———
Capital Asset Managemnet, LLC
N/A—4,382-4,382-100%$224.4K———
Per Stirling Capital Management, Llc.
N/A—4,250-4,250-100%$217.7K———
Founders Financial Alliance, LLC
N/A—4,175-4,175-100%$213.8K———
Raymond James Financial Inc
N/A—4,166-4,166-100%$213.4K———
Fiduciary Financial Advisors
N/A—4,028-4,028-100%$206.3K———
Nwam LLC
N/A—3,988-3,988-100%$204.3K———
Aptus Capital Advisors, LLC
N/A—3,093-3,093-100%$158.4K———
Royal Bank of Canada
N/A—2,377-2,377-100%$122.0K———
Northwestern Mutual Wealth Management Co
N/A—2,373-2,373-100%$121.5K———
Centaurus Financial, Inc.
N/A—2,144-2,144-100%$110———
LGT Financial Advisors LLC
N/A—1,638-1,638-100%$83.9K———
Vision Retirement, LLC
N/A—1,332-1,332-100%$68.2K———
IFG Advisory, LLC
N/A—1,125-1,125-100%$57.6K———
Smartleaf Asset Management LLC
N/A—841-841-100%$43.1K———
Continuum Advisory, LLC
N/A—412-412-100%$21.1K———
Harbour Investments, Inc.
N/A—352-352-100%$18.0K———
Wells Fargo & Company
N/A—289-289-100%$14.8K———
Rockefeller Capital Management L.P.
N/A—257-257-100%$13.2K———
Allworth Financial LP
N/A—175-175-100%$9.0K———
Showing 200 of 200 institutions