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Isharesibondsdec2034tmcorp (IBDZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares2,907,774 from 2,711,023
Change+196,751 (+7%)
Value$71.6M (+$996.3K)
Filed 2026-10-22
Sarver Vrooman Wealth Advisors
INCREASED
Shares1,718,835 from 1,681,034
Change+37,801 (+2%)
Value$42.3M (-$1.2M)
Filed 2026-10-01
Sigma Investment Counselors Inc
DECREASED
Shares1,288,129 from 1,304,097
Change-15,968 (-1%)
Value$31.7M (-$2.2M)
Filed 2026-10-27
MV Capital Management, Inc.
INCREASED
Shares745,017 from 732,336
Change+12,681 (+2%)
Value$18.3M (-$727.6K)
Filed 2026-10-29
Arrow Financial Corp
INCREASED
Shares527,694 from 512,414
Change+15,280 (+3%)
Value$13.0M (-$351.3K)
Filed 2026-10-26
MB, Levis & Associates, LLC
DECREASED
Shares507,715 from 515,551
Change-7,836 (-2%)
Value$12.5M (-$925.1K)
Filed 2026-10-16
Nestegg Advisors, Inc.
INCREASED
Shares409,343 from 392,084
Change+17,259 (+4%)
Value$10.1M (-$131.7K)
Filed 2026-10-21
Parkway Wealth Management Group, LLC
INCREASED
Shares396,685 from 389,186
Change+7,499 (+2%)
Value$9.8M (-$367.9K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares386,626 from 386,053
Change+573 (+0%)
Value$9.5M (-$534.1K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares383,961 from 382,108
Change+1,853 (+0%)
Value$9.5M (-$497.0K)
Filed 2026-11-05
Guidance Point Advisors, LLC
INCREASED
Shares311,851 from 292,677
Change+19,174 (+7%)
Value$7.7M (+$56.6K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares307,744 from 220,481
Change+87,263 (+40%)
Value$7.6M (+$1.8M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares302,622 from 290,450
Change+12,172 (+4%)
Value$7.5M (-$112.6K)
Filed 2026-11-02
Probity Advisors, Inc.
INCREASED
Shares261,776 from 232,182
Change+29,594 (+13%)
Value$6.4M (+$399.2K)
Filed 2026-10-23
Krilogy Financial LLC
INCREASED
Shares218,103 from 201,927
Change+16,176 (+8%)
Value$5.4M (+$122.6K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares216,630 from 266,373
Change-49,743 (-19%)
Value$5.3M (-$1.6M)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares199,035 from 181,335
Change+17,700 (+10%)
Value$4.9M (+$178.5K)
Filed 2026-10-30
4Thought Financial Group Inc.
INCREASED
Shares185,029 from 184,936
Change+93 (+0%)
Value$4.6M (-$260.3K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares132,730 from 218,132
Change-85,402 (-39%)
Value$3.3M (-$2.4M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares128,962 from 118,097
Change+10,865 (+9%)
Value$3.2M (+$140.7K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares117,786 from 120,298
Change-2,512 (-2%)
Value$2.9M (-$232.7K)
Filed 2026-11-05
Meitav Investment House LTD
DECREASED
Shares104,514 from 119,534
Change-15,020 (-13%)
Value$2.6M (-$542.1K)
Filed 2026-10-28
Marathon Mission, Inc.
INCREASED
Shares102,753 from 100,156
Change+2,597 (+3%)
Value$2.5M (-$78.3K)
Filed 2026-10-01
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares100,123 from 155,677
Change-55,554 (-36%)
Value$2.5M (-$1.6M)
Filed 2026-10-16
Archford Capital Strategies, LLC
DECREASED
Shares74,235 from 76,286
Change-2,051 (-3%)
Value$1.8M (-$158.8K)
Filed 2026-10-19
Segment Wealth Management, LLC
INCREASED
Shares73,318 from 61,800
Change+11,518 (+19%)
Value$1.8M (+$195.9K)
Filed 2026-10-26
Associated Banc-Corp
INCREASED
Shares70,764 from 57,703
Change+13,061 (+23%)
Value$1.7M (+$239.8K)
Filed 2026-10-30
Fulton Breakefield Broenniman LLC
INCREASED
Shares49,494 from 45,351
Change+4,143 (+9%)
Value$1.2M (+$37.6K)
Filed 2026-11-03
MCF Advisors LLC
UNCHANGED
Shares38,523 from 38,523
Change0 (0%)
Value$948.8K (-$54.7K)
Filed 2026-10-28
Montecito Bank & Trust
INCREASED
Shares29,219 from 25,302
Change+3,917 (+15%)
Value$719.7K (+$60.5K)
Filed 2026-10-01
Cowa, LLC
INCREASED
Shares28,538 from 17,741
Change+10,797 (+61%)
Value$702.9K (+$240.8K)
Filed 2026-10-30
Aspen Wealth Management LLC
UNCHANGED
Shares25,708 from 25,708
Change0 (0%)
Value$633.2K (-$36.5K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares24,408 from 23,030
Change+1,378 (+6%)
Value$601.2K (+$1.2K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
INCREASED
Shares23,931 from 21,743
Change+2,188 (+10%)
Value$589.4K (+$23.0K)
Filed 2026-10-21
First National Trust Co
INCREASED
Shares22,402 from 20,306
Change+2,096 (+10%)
Value$551.8K (+$22.8K)
Filed 2026-10-28
Quantum Financial Advisors, LLC
INCREASED
Shares21,676 from 13,226
Change+8,450 (+64%)
Value$533.9K (+$189.3K)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares20,917 from 18,102
Change+2,815 (+16%)
Value$515.2K (+$43.6K)
Filed 2026-10-14
XML Financial, LLC
INCREASED
Shares20,199 from 16,245
Change+3,954 (+24%)
Value$497.5K (+$74.3K)
Filed 2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares20,094 from 19,866
Change+228 (+1%)
Value$494.9K (-$22.6K)
Filed 2026-10-13
Howland Capital Management LLC
NEW
Shares19,582
Change+19,582
Value$482.3K
Filed 2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED
Shares19,518 from 19,518
Change0 (0%)
Value$480.7K (-$27.7K)
Filed 2026-10-21
Fort Washington Investment Advisors Inc
UNCHANGED
Shares19,275 from 19,275
Change0 (0%)
Value$474.7K (-$27.4K)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares18,109 from 15,609
Change+2,500 (+16%)
Value$446.0K (+$39.4K)
Filed 2026-10-28
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares17,480 from 17,520
Change-40 (0%)
Value$430.5K (-$25.9K)
Filed 2026-10-13
Romano Brothers and Company
INCREASED
Shares16,797 from 10,385
Change+6,412 (+62%)
Value$413.7K (+$143.2K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares16,720 from 17,689
Change-969 (-5%)
Value$411.8K (-$49.0K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares14,493 from 11,096
Change+3,397 (+31%)
Value$357.0K (+$67.9K)
Filed 2026-11-05
Greater Midwest Financial Group, LLC
INCREASED
Shares14,360 from 14,048
Change+312 (+2%)
Value$353.7K (-$12.3K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED
Shares12,525 from 13,725
Change-1,200 (-9%)
Value$308.5K (-$49.0K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares11,751 from 11,454
Change+297 (+3%)
Value$289.4K (-$9.0K)
Filed 2026-10-30
Redwood Financial Network Corp
INCREASED
Shares10,539 from 9,747
Change+792 (+8%)
Value$259.6K (+$5.7K)
Filed 2026-11-03
PFG Private Wealth Management, LLC
DECREASED
Shares10,397 from 491,365
Change-480,968 (-98%)
Value$256.1K (-$12.5M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares9,701 from 7,780
Change+1,921 (+25%)
Value$238.9K (+$36.3K)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares9,573 from 9,453
Change+120 (+1%)
Value$235.8K (-$10.5K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares9,373 from 7,712
Change+1,661 (+22%)
Value$230.9K (+$30.0K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares9,253 from 9,056
Change+197 (+2%)
Value$227.9K (-$8.0K)
Filed 2026-10-30
Wilkins Miller Wealth Management, LLC
DECREASED
Shares8,687 from 8,772
Change-85 (-1%)
Value$214.0K (-$14.6K)
Filed 2026-10-13
Daviman Financial, LLC
NEW
Shares8,254
Change+8,254
Value$203.3K
Filed 2026-11-06
First Premier Bank
NEW
Shares7,819
Change+7,819
Value$193
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED
Shares5,814 from 4,596
Change+1,218 (+27%)
Value$143.2K (+$23.5K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$57.4K (-$3.3K)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares1,919 from 1,919
Change0 (0%)
Value$47.3K (-$2.7K)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares1,599 from 714
Change+885 (+124%)
Value$39.4K (+$20.8K)
Filed 2026-10-15
United Community Bank
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$36.1K (-$2.1K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares1,213 from 800
Change+413 (+52%)
Value$29.9K (+$9.0K)
Filed 2026-11-05
Central Trust Co
INCREASED
Shares896 from 888
Change+8 (+1%)
Value$22.1K (-$1.1K)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares529 from 522
Change+7 (+1%)
Value$13.0K (-$521)
Filed 2026-10-09
High Note Wealth, LLC
NEW
Shares369
Change+369
Value$9.1K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares62
Change+62
Value$1.5K
Filed 2026-10-21
Key Capital Management, Inc
NEW
Shares42
Change+42
Value$1.0K
Filed 2026-11-03
Thrivent Financial for Lutherans
CLOSED
Shares0 from 7,853
Change-7,853 (-100%)
Value$0 (-$205.0K)
Filed 2026-11-05
Fairway Wealth LLC
CLOSED
Shares0 from 1,794
Change-1,794 (-100%)
Value$0 (-$46.7K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,603
Change-1,603 (-100%)
Value$0 (-$41.5K)
Filed 2026-11-02
Aptus Capital Advisors, LLC
N/A
Shares— from 2,351,615
Change-2,351,615 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,514,889
Change-1,514,889 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,360,791
Change-1,360,791 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,290,108
Change-1,290,108 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,054,715
Change-1,054,715 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 745,780
Change-745,780 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 662,018
Change-662,018 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 547,030
Change-547,030 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 504,014
Change-504,014 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 496,658
Change-496,658 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 411,323
Change-411,323 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 396,620
Change-396,620 (-100%)
Value—
UBS Group AG
N/A
Shares— from 368,529
Change-368,529 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 278,288
Change-278,288 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 211,349
Change-211,349 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 152,066
Change-152,066 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 129,750
Change-129,750 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 126,985
Change-126,985 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 103,669
Change-103,669 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 93,518
Change-93,518 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 84,655
Change-84,655 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 79,505
Change-79,505 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 78,195
Change-78,195 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 59,670
Change-59,670 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 58,177
Change-58,177 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 58,165
Change-58,165 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 57,696
Change-57,696 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 41,457
Change-41,457 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 39,425
Change-39,425 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 37,680
Change-37,680 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 34,368
Change-34,368 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 31,515
Change-31,515 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,474
Change-27,474 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 27,353
Change-27,353 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,311
Change-25,311 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 25,129
Change-25,129 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,343
Change-22,343 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 21,203
Change-21,203 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 20,159
Change-20,159 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 19,050
Change-19,050 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,371
Change-18,371 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,318
Change-16,318 (-100%)
Value—
10Elms LLP
N/A
Shares— from 15,150
Change-15,150 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,619
Change-13,619 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,393
Change-12,393 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,982
Change-10,982 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 10,841
Change-10,841 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,069
Change-9,069 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,816
Change-8,816 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
CNB Bank
N/A
Shares— from 4,947
Change-4,947 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
FMR LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED2,907,7742,711,023+196,751+7%$70.6M$71.6M+$996.3K2026-10-22
Sarver Vrooman Wealth Advisors
INCREASED1,718,8351,681,034+37,801+2%$43.6M$42.3M-$1.2M2026-10-01
Sigma Investment Counselors Inc
DECREASED1,288,1291,304,097-15,968-1%$34.0M$31.7M-$2.2M2026-10-27
MV Capital Management, Inc.
INCREASED745,017732,336+12,681+2%$19.1M$18.3M-$727.6K2026-10-29
Arrow Financial Corp
INCREASED527,694512,414+15,280+3%$13.3M$13.0M-$351.3K2026-10-26
MB, Levis & Associates, LLC
DECREASED507,715515,551-7,836-2%$13.4M$12.5M-$925.1K2026-10-16
Nestegg Advisors, Inc.
INCREASED409,343392,084+17,259+4%$10.2M$10.1M-$131.7K2026-10-21
Parkway Wealth Management Group, LLC
INCREASED396,685389,186+7,499+2%$10.1M$9.8M-$367.9K2026-10-20
Commonwealth Equity Services, LLC
INCREASED386,626386,053+573+0%$10.1M$9.5M-$534.1K2026-11-02
US Bancorp \de\
INCREASED383,961382,108+1,853+0%$10.0M$9.5M-$497.0K2026-11-05
Guidance Point Advisors, LLC
INCREASED311,851292,677+19,174+7%$7.6M$7.7M+$56.6K2026-10-15
Parallel Advisors, LLC
INCREASED307,744220,481+87,263+40%$5.7M$7.6M+$1.8M2026-11-03
Kestra Advisory Services, LLC
INCREASED302,622290,450+12,172+4%$7.6M$7.5M-$112.6K2026-11-02
Probity Advisors, Inc.
INCREASED261,776232,182+29,594+13%$6.0M$6.4M+$399.2K2026-10-23
Krilogy Financial LLC
INCREASED218,103201,927+16,176+8%$5.3M$5.4M+$122.6K2026-10-13
Lido Advisors, LLC
DECREASED216,630266,373-49,743-19%$6.9M$5.3M-$1.6M2026-11-04
Lyell Wealth Management, LP
INCREASED199,035181,335+17,700+10%$4.7M$4.9M+$178.5K2026-10-30
4Thought Financial Group Inc.
INCREASED185,029184,936+93+0%$4.8M$4.6M-$260.3K2026-11-02
Apollon Wealth Management, LLC
DECREASED132,730218,132-85,402-39%$5.7M$3.3M-$2.4M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED128,962118,097+10,865+9%$3.0M$3.2M+$140.7K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED117,786120,298-2,512-2%$3.1M$2.9M-$232.7K2026-11-05
Meitav Investment House LTD
DECREASED104,514119,534-15,020-13%$3.1M$2.6M-$542.1K2026-10-28
Marathon Mission, Inc.
INCREASED102,753100,156+2,597+3%$2.6M$2.5M-$78.3K2026-10-01
Paradigm, Strategies in Wealth Management, LLC
DECREASED100,123155,677-55,554-36%$4.1M$2.5M-$1.6M2026-10-16
Archford Capital Strategies, LLC
DECREASED74,23576,286-2,051-3%$2.0M$1.8M-$158.8K2026-10-19
Segment Wealth Management, LLC
INCREASED73,31861,800+11,518+19%$1.6M$1.8M+$195.9K2026-10-26
Associated Banc-Corp
INCREASED70,76457,703+13,061+23%$1.5M$1.7M+$239.8K2026-10-30
Fulton Breakefield Broenniman LLC
INCREASED49,49445,351+4,143+9%$1.2M$1.2M+$37.6K2026-11-03
MCF Advisors LLC
UNCHANGED38,52338,52300%$1.0M$948.8K-$54.7K2026-10-28
Montecito Bank & Trust
INCREASED29,21925,302+3,917+15%$659.1K$719.7K+$60.5K2026-10-01
Cowa, LLC
INCREASED28,53817,741+10,797+61%$462.2K$702.9K+$240.8K2026-10-30
Aspen Wealth Management LLC
UNCHANGED25,70825,70800%$669.7K$633.2K-$36.5K2026-10-14
IFP Advisors, Inc
INCREASED24,40823,030+1,378+6%$599.9K$601.2K+$1.2K2026-10-16
Precedent Wealth Partners, LLC
INCREASED23,93121,743+2,188+10%$566.4K$589.4K+$23.0K2026-10-21
First National Trust Co
INCREASED22,40220,306+2,096+10%$529.0K$551.8K+$22.8K2026-10-28
Quantum Financial Advisors, LLC
INCREASED21,67613,226+8,450+64%$344.5K$533.9K+$189.3K2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED20,91718,102+2,815+16%$471.6K$515.2K+$43.6K2026-10-14
XML Financial, LLC
INCREASED20,19916,245+3,954+24%$423.2K$497.5K+$74.3K2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED20,09419,866+228+1%$517.5K$494.9K-$22.6K2026-10-13
Howland Capital Management LLC
NEW19,582—+19,582——$482.3K—2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED19,51819,51800%$508.4K$480.7K-$27.7K2026-10-21
Fort Washington Investment Advisors Inc
UNCHANGED19,27519,27500%$502.1K$474.7K-$27.4K2026-10-15
Glenview Trust Co
INCREASED18,10915,609+2,500+16%$406.6K$446.0K+$39.4K2026-10-28
Koesten, Hirschmann & Crabtree, Inc.
DECREASED17,48017,520-400%$456.4K$430.5K-$25.9K2026-10-13
Romano Brothers and Company
INCREASED16,79710,385+6,412+62%$270.5K$413.7K+$143.2K2026-10-22
Creative Planning
DECREASED16,72017,689-969-5%$460.8K$411.8K-$49.0K2026-11-02
Jacobi Capital Management LLC
INCREASED14,49311,096+3,397+31%$289.0K$357.0K+$67.9K2026-11-05
Greater Midwest Financial Group, LLC
INCREASED14,36014,048+312+2%$366.0K$353.7K-$12.3K2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED12,52513,725-1,200-9%$357.5K$308.5K-$49.0K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED11,75111,454+297+3%$298.4K$289.4K-$9.0K2026-10-30
Redwood Financial Network Corp
INCREASED10,5399,747+792+8%$253.9K$259.6K+$5.7K2026-11-03
PFG Private Wealth Management, LLC
DECREASED10,397491,365-480,968-98%$12.8M$256.1K-$12.5M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED9,7017,780+1,921+25%$202.7K$238.9K+$36.3K2026-10-16
Rose Capital Advisors LLC
INCREASED9,5739,453+120+1%$246.3K$235.8K-$10.5K2026-11-04
Choreo, LLC
INCREASED9,3737,712+1,661+22%$200.9K$230.9K+$30.0K2026-10-28
Truist Financial Corp
INCREASED9,2539,056+197+2%$235.9K$227.9K-$8.0K2026-10-30
Wilkins Miller Wealth Management, LLC
DECREASED8,6878,772-85-1%$228.5K$214.0K-$14.6K2026-10-13
Daviman Financial, LLC
NEW8,254—+8,254——$203.3K—2026-11-06
First Premier Bank
NEW7,819—+7,819——$193—2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED5,8144,596+1,218+27%$119.7K$143.2K+$23.5K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED2,3302,33000%$60.7K$57.4K-$3.3K2026-10-21
Signaturefd, LLC
UNCHANGED1,9191,91900%$50.0K$47.3K-$2.7K2026-10-23
Blue Trust, Inc.
INCREASED1,599714+885+124%$18.6K$39.4K+$20.8K2026-10-15
United Community Bank
UNCHANGED1,4651,46500%$38.2K$36.1K-$2.1K2026-10-28
Fifth Third Bancorp
INCREASED1,213800+413+52%$20.8K$29.9K+$9.0K2026-11-05
Central Trust Co
INCREASED896888+8+1%$23.1K$22.1K-$1.1K2026-11-05
Bullock Wealth Management Group
INCREASED529522+7+1%$13.5K$13.0K-$5212026-10-09
High Note Wealth, LLC
NEW369—+369——$9.1K—2026-10-27
Root Financial Partners, LLC
NEW62—+62——$1.5K—2026-10-21
Key Capital Management, Inc
NEW42—+42——$1.0K—2026-11-03
Thrivent Financial for Lutherans
CLOSED07,853-7,853-100%$205.0K$0-$205.0K2026-11-05
Fairway Wealth LLC
CLOSED01,794-1,794-100%$46.7K$0-$46.7K2026-10-30
International Assets Investment Management, LLC
CLOSED01,603-1,603-100%$41.5K$0-$41.5K2026-11-02
Aptus Capital Advisors, LLC
N/A—2,351,615-2,351,615-100%$61.3M———
Morgan Stanley
N/A—1,514,889-1,514,889-100%$39.5M———
Bank of America Corp
N/A—1,360,791-1,360,791-100%$35.4M———
Summitry LLC
N/A—1,290,108-1,290,108-100%$33.6M———
Summit Financial, LLC
N/A—1,054,715-1,054,715-100%$27.5M———
Royal Bank of Canada
N/A—745,780-745,780-100%$19.4M———
Wells Fargo & Company
N/A—662,018-662,018-100%$17.2M———
Seneca House Advisors
N/A—547,030-547,030-100%$14.3M———
HighTower Advisors, LLC
N/A—504,014-504,014-100%$13.1M———
Ameriprise Financial Inc
N/A—496,658-496,658-100%$12.9M———
Raymond James Financial Inc
N/A—411,323-411,323-100%$10.7M———
Janney Montgomery Scott LLC
N/A—396,620-396,620-100%$10.3M———
UBS Group AG
N/A—368,529-368,529-100%$9.6M———
Citadel Advisors LLC
N/A—278,288-278,288-100%$7.2M———
Hancock Whitney Corp
N/A—211,349-211,349-100%$5.5M———
Benjamin Edwards Inc
N/A—152,066-152,066-100%$4.0M———
Mercer Global Advisors Inc
N/A—129,750-129,750-100%$3.4M———
EP Wealth Advisors, LLC
N/A—126,985-126,985-100%$3.3M———
Atlantic Union Bankshares Corp
N/A—103,669-103,669-100%$2.7M———
Stonebrook Private Inc.
N/A—93,518-93,518-100%$2.4M———
LPL Financial LLC
N/A—84,655-84,655-100%$2.2M———
Envestnet Asset Management Inc
N/A—79,505-79,505-100%$2.1M———
Susquehanna International Group, LLP
N/A—78,195-78,195-100%$2.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—59,670-59,670-100%$1.6M———
OneDigital Investment Advisors LLC
N/A—58,177-58,177-100%$1.5M———
BFC Planning, Inc.
N/A—58,165-58,165-100%$1.5M———
Roble, Belko & Company, Inc
N/A—57,696-57,696-100%$1.5M———
Coldstream Capital Management Inc
N/A—41,457-41,457-100%$1.1M———
Cetera Investment Advisers
N/A—39,425-39,425-100%$1.0M———
Gilbert & Cook, Inc.
N/A—37,680-37,680-100%$981.6K———
Little House Capital LLC
N/A—34,368-34,368-100%$895.3K———
Stokes Family Office, LLC
N/A—31,515-31,515-100%$821.0K———
Beacon Pointe Advisors, LLC
N/A—27,474-27,474-100%$715.7K———
Insigneo Advisory Services, LLC
N/A—27,353-27,353-100%$712.5K———
Osaic Holdings, Inc.
N/A—25,311-25,311-100%$659.4K———
Valmark Advisers, Inc.
N/A—25,129-25,129-100%$654.6K———
Advisory Services Network, LLC
N/A—22,343-22,343-100%$582.0K———
Great Valley Advisor Group, Inc.
N/A—21,203-21,203-100%$552.3K———
Jones Financial Companies Lllp
N/A—20,159-20,159-100%$526.5K———
Reliant Wealth Planning
N/A—19,050-19,050-100%$496.3K———
Private Advisor Group, LLC
N/A—18,371-18,371-100%$478.6K———
Northwestern Mutual Wealth Management Co
N/A—16,318-16,318-100%$425.1K———
10Elms LLP
N/A—15,150-15,150-100%$394.7K———
Lbmc Investment Advisors, LLC
N/A—14,600-14,600-100%$380.3K———
Fiduciary Financial Advisors
N/A—14,098-14,098-100%$367.3K———
United Capital Financial Advisors, LLC
N/A—13,619-13,619-100%$354.3K———
Captrust Financial Advisors
N/A—12,594-12,594-100%$328.1K———
MML Investors Services, LLC
N/A—12,393-12,393-100%$322.8K———
CVA Family Office, LLC
N/A—11,949-11,949-100%$311.3K———
Belpointe Asset Management LLC
N/A—10,982-10,982-100%$286.1K———
Seaview Investment Managers LLC
N/A—10,841-10,841-100%$282.4K———
Kintra Wealth, LLC
N/A—10,062-10,062-100%$258.0K———
NewEdge Advisors, LLC
N/A—9,069-9,069-100%$236.2K———
Mutual Advisors, LLC
N/A—8,816-8,816-100%$229.7K———
Addison Advisors LLC
N/A—5,040-5,040-100%$131.3K———
CNB Bank
N/A—4,947-4,947-100%$128.9K———
Rockefeller Capital Management L.P.
N/A—3,005-3,005-100%$78.3K———
Bogart Wealth, LLC
N/A—1,133-1,133-100%$29.5K———
Capital Analysts, LLC
N/A—960-960-100%$25.0K———
AE Wealth Management LLC
N/A—854-854-100%$22.2K———
FMR LLC
N/A—341-341-100%$8.9K———
BlackRock, Inc.
N/A—50-50-100%$1.3K———
Steward Partners Investment Advisory, LLC
N/A—6-6-100%$156———
Showing 136 of 136 institutions