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Isharesibonddec2030munibdetf (IBMS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Clearstead Advisors, LLC
INCREASED
Shares986,480 from 930,943
Change+55,537 (+6%)
Value$24.7M (+$578.5K)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares814,245 from 728,112
Change+86,133 (+12%)
Value$20.4M (+$1.5M)
Filed 2026-11-10
Community Trust & Investment Co
INCREASED
Shares434,155 from 381,639
Change+52,516 (+14%)
Value$10.9M (+$980.9K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares334,507 from 310,037
Change+24,470 (+8%)
Value$8.4M (+$342.0K)
Filed 2026-11-05
Kathmere Capital Management, LLC
DECREASED
Shares334,127 from 351,990
Change-17,863 (-5%)
Value$8.4M (-$752.8K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares230,582 from 111,968
Change+118,614 (+106%)
Value$5.8M (+$2.9M)
Filed 2026-11-06
Praetorian Wealth Management, Inc.
INCREASED
Shares229,752 from 220,855
Change+8,897 (+4%)
Value$5.7M (+$30.3K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares190,607 from 151,422
Change+39,185 (+26%)
Value$4.8M (+$847.9K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares166,826 from 122,151
Change+44,675 (+37%)
Value$4.2M (+$1.0M)
Filed 2026-11-04
Coldstream Capital Management Inc
DECREASED
Shares154,135 from 155,512
Change-1,377 (-1%)
Value$3.9M (-$169.7K)
Filed 2026-11-09
Central Trust Co
DECREASED
Shares117,673 from 142,579
Change-24,906 (-17%)
Value$2.9M (-$746.7K)
Filed 2026-11-05
Choreo, LLC
NEW
Shares117,238
Change+117,238
Value$2.9M
Filed 2026-10-28
Cypress Point Wealth Management, LLC
UNCHANGED
Shares115,000 from 115,000
Change0 (0%)
Value$2.9M (-$100.1K)
Filed 2026-11-03
Quantum Financial Advisors, LLC
INCREASED
Shares113,907 from 110,543
Change+3,364 (+3%)
Value$2.8M (-$12.1K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares110,899 from 105,906
Change+4,993 (+5%)
Value$2.8M (+$32.7K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares75,130 from 72,751
Change+2,379 (+3%)
Value$1.9M (-$3.8K)
Filed 2026-11-02
Ellis Investment Partners, LLC
DECREASED
Shares70,169 from 70,835
Change-666 (-1%)
Value$1.8M (-$78.3K)
Filed 2026-10-21
Blue Square Asset Management, LLC
INCREASED
Shares61,043 from 60,387
Change+656 (+1%)
Value$1.5M (-$36.1K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares58,617 from 39,733
Change+18,884 (+48%)
Value$1.5M (+$437.6K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares56,062 from 53,321
Change+2,741 (+5%)
Value$1.4M (+$22.1K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
INCREASED
Shares53,518 from 46,063
Change+7,455 (+16%)
Value$1.3M (+$146.3K)
Filed 2026-11-02
Sentinel Pension Advisors, LLC
INCREASED
Shares53,336 from 53,112
Change+224 (+0%)
Value$1.3M (-$36.4K)
Filed 2026-11-02
Rossmore Private Capital
INCREASED
Shares49,308 from 34,363
Change+14,945 (+43%)
Value$1.2M (+$343.7K)
Filed 2026-10-27
True Private Wealth Advisors
UNCHANGED
Shares49,125 from 49,125
Change0 (0%)
Value$1.2M (-$42.7K)
Filed 2026-10-19
Aspen Wealth Management LLC
INCREASED
Shares47,268 from 29,272
Change+17,996 (+61%)
Value$1.2M (+$424.4K)
Filed 2026-10-14
Curbstone Financial Management Corp
INCREASED
Shares46,500 from 34,650
Change+11,850 (+34%)
Value$1.2M (+$266.1K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares40,824 from 33,382
Change+7,442 (+22%)
Value$1.0M (+$157.0K)
Filed 2026-11-02
Jacobi Capital Management LLC
UNCHANGED
Shares36,417 from 36,417
Change0 (0%)
Value$910.4K (-$31.7K)
Filed 2026-11-05
PFG Private Wealth Management, LLC
INCREASED
Shares36,044 from 35,714
Change+330 (+1%)
Value$901.1K (-$22.8K)
Filed 2026-10-15
Newman Dignan & Sheerar, Inc.
INCREASED
Shares35,902 from 35,878
Change+24 (+0%)
Value$897.6K (-$30.6K)
Filed 2026-10-21
Droms Strauss Advisors Inc
INCREASED
Shares34,163 from 22,025
Change+12,138 (+55%)
Value$854.1K (+$284.3K)
Filed 2026-11-03
Valmark Advisers, Inc.
INCREASED
Shares33,262 from 31,178
Change+2,084 (+7%)
Value$831.6K (+$25.0K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares32,392 from 32,564
Change-172 (-1%)
Value$809.8K (-$32.6K)
Filed 2026-10-22
Leavell Investment Management, Inc.
UNCHANGED
Shares28,825 from 28,825
Change0 (0%)
Value$720.6K (-$25.1K)
Filed 2026-11-09
Howland Capital Management LLC
INCREASED
Shares28,598 from 8,380
Change+20,218 (+241%)
Value$715.0K (+$498.2K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares28,040 from 18,710
Change+9,330 (+50%)
Value$701.0K (+$217.0K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares27,092 from 17,122
Change+9,970 (+58%)
Value$677.3K (+$234.4K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares23,000 from 16,000
Change+7,000 (+44%)
Value$575.0K (+$161.1K)
Filed 2026-10-20
Nestegg Advisors, Inc.
DECREASED
Shares20,994 from 30,109
Change-9,115 (-30%)
Value$524.9K (-$254.1K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
DECREASED
Shares19,029 from 22,085
Change-3,056 (-14%)
Value$476.9K (-$94.9K)
Filed 2026-10-19
Rossby Financial, LCC
NEW
Shares18,864
Change+18,864
Value$471.6K
Filed 2026-11-05
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares17,850 from 17,850
Change0 (0%)
Value$446.3K (-$15.5K)
Filed 2026-10-15
IFG Advisory, LLC
INCREASED
Shares13,709 from 10,756
Change+2,953 (+27%)
Value$342.7K (+$64.5K)
Filed 2026-11-09
Phillips Financial Management, LLC
UNCHANGED
Shares13,574 from 13,574
Change0 (0%)
Value$339.4K (-$11.8K)
Filed 2026-10-19
Balefire, LLC
UNCHANGED
Shares12,684 from 12,684
Change0 (0%)
Value$317.1K (-$11.0K)
Filed 2026-10-09
Schmidt P J Investment Management Inc
UNCHANGED
Shares12,360 from 12,360
Change0 (0%)
Value$309.0K (-$10.8K)
Filed 2026-11-02
Great Diamond Partners, LLC
NEW
Shares12,042
Change+12,042
Value$301.1K
Filed 2026-10-13
Compton Wealth Advisory Group, LLC
NEW
Shares11,753
Change+11,753
Value$294.8K
Filed 2026-10-13
Freestone Capital Holdings, LLC
UNCHANGED
Shares11,431 from 11,431
Change0 (0%)
Value$285.8K (-$9.9K)
Filed 2026-11-09
Creative Planning
NEW
Shares11,406
Change+11,406
Value$285.2K
Filed 2026-11-02
Heritage Family Offices, LLP
UNCHANGED
Shares10,900 from 10,900
Change0 (0%)
Value$272.5K (-$9.5K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW
Shares10,663
Change+10,663
Value$266.6K
Filed 2026-10-23
Woodmont Investment Counsel LLC
INCREASED
Shares10,513 from 9,546
Change+967 (+10%)
Value$262.8K (+$15.9K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares10,500 from 6,500
Change+4,000 (+62%)
Value$262.5K (+$94.3K)
Filed 2026-10-20
Foundry Financial Group, Inc.
DECREASED
Shares10,221 from 10,468
Change-247 (-2%)
Value$255.5K (-$15.3K)
Filed 2026-10-28
Aspen Private Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$250.0K
Filed 2026-10-27
Meridian Wealth Management, LLC
NEW
Shares9,559
Change+9,559
Value$239.0K
Filed 2026-11-05
Segment Wealth Management, LLC
UNCHANGED
Shares9,490 from 9,490
Change0 (0%)
Value$237.3K (-$8.3K)
Filed 2026-10-26
10Elms LLP
INCREASED
Shares9,220 from 7,820
Change+1,400 (+18%)
Value$230.5K (+$28.2K)
Filed 2026-11-06
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares8,940 from 8,940
Change0 (0%)
Value$223.5K (-$7.8K)
Filed 2026-10-19
Archford Capital Strategies, LLC
UNCHANGED
Shares8,601 from 8,601
Change0 (0%)
Value$215.0K (-$7.5K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
DECREASED
Shares8,482 from 8,618
Change-136 (-2%)
Value$212.1K (-$10.9K)
Filed 2026-10-16
First National Trust Co
NEW
Shares8,142
Change+8,142
Value$203.6K
Filed 2026-10-28
Princeton Global Asset Management LLC
INCREASED
Shares7,735 from 3,860
Change+3,875 (+100%)
Value$193.4K (+$93.5K)
Filed 2026-10-21
Farther Finance Advisors, LLC
NEW
Shares5,903
Change+5,903
Value$147.6K
Filed 2026-10-08
Addison Advisors LLC
INCREASED
Shares4,595 from 4,585
Change+10 (+0%)
Value$114.9K (-$3.7K)
Filed 2026-11-06
Harbour Investments, Inc.
INCREASED
Shares3,409 from 3,394
Change+15 (+0%)
Value$85.2K (-$2.6K)
Filed 2026-11-09
Adirondack Trust Co
UNCHANGED
Shares2,888 from 2,888
Change0 (0%)
Value$72.2K (-$2.5K)
Filed 2026-10-14
Hughes Financial Services, LLC
NEW
Shares2,725
Change+2,725
Value$69.7K
Filed 2026-10-30
Bullock Wealth Management Group
INCREASED
Shares2,005 from 1,993
Change+12 (+1%)
Value$50.3K (-$1.3K)
Filed 2026-10-09
Barrett & Company, Inc.
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$44.6K (-$1.6K)
Filed 2026-10-22
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$39.3K (-$1.3K)
Filed 2026-10-01
Community Financial Services Group, LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$24.3K (-$764)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares130
Change+130
Value$3.3K
Filed 2026-10-21
Silverlake Wealth Management LLC
CLOSED
Shares0 from 27,126
Change-27,126 (-100%)
Value$0 (-$701.8K)
Filed 2026-10-21
Members Wealth LLC
CLOSED
Shares0 from 25,390
Change-25,390 (-100%)
Value$0 (-$656.9K)
Filed 2026-10-20
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 16,585
Change-16,585 (-100%)
Value$0 (-$429.1K)
Filed 2026-10-16
WJ Wealth Management, LLC
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$284.6K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 10,900
Change-10,900 (-100%)
Value$0 (-$282.0K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 7,768
Change-7,768 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-02
Mercer Global Advisors Inc
N/A
Shares— from 1,773,721
Change-1,773,721 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 367,091
Change-367,091 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 323,023
Change-323,023 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 252,630
Change-252,630 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 218,763
Change-218,763 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 209,528
Change-209,528 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 175,941
Change-175,941 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 151,475
Change-151,475 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 111,520
Change-111,520 (-100%)
Value—
UBS Group AG
N/A
Shares— from 103,453
Change-103,453 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 95,919
Change-95,919 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 79,784
Change-79,784 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 74,015
Change-74,015 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 67,088
Change-67,088 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 63,752
Change-63,752 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 56,651
Change-56,651 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,850
Change-55,850 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 49,217
Change-49,217 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 48,557
Change-48,557 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 45,362
Change-45,362 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 42,500
Change-42,500 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 41,328
Change-41,328 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 39,734
Change-39,734 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 36,316
Change-36,316 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 35,256
Change-35,256 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 30,782
Change-30,782 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 28,061
Change-28,061 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 25,313
Change-25,313 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 22,125
Change-22,125 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 20,962
Change-20,962 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,742
Change-18,742 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 13,215
Change-13,215 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,160
Change-13,160 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,242
Change-11,242 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,902
Change-7,902 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,787
Change-7,787 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,924
Change-6,924 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 151
Change-151 (-100%)
Value—
Status
Clearstead Advisors, LLC
INCREASED986,480930,943+55,537+6%$24.1M$24.7M+$578.5K2026-11-06
HighTower Advisors, LLC
INCREASED814,245728,112+86,133+12%$18.8M$20.4M+$1.5M2026-11-10
Community Trust & Investment Co
INCREASED434,155381,639+52,516+14%$9.9M$10.9M+$980.9K2026-10-15
US Bancorp \de\
INCREASED334,507310,037+24,470+8%$8.0M$8.4M+$342.0K2026-11-05
Kathmere Capital Management, LLC
DECREASED334,127351,990-17,863-5%$9.1M$8.4M-$752.8K2026-10-20
LPL Financial LLC
INCREASED230,582111,968+118,614+106%$2.9M$5.8M+$2.9M2026-11-06
Praetorian Wealth Management, Inc.
INCREASED229,752220,855+8,897+4%$5.7M$5.7M+$30.3K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED190,607151,422+39,185+26%$3.9M$4.8M+$847.9K2026-10-14
Lido Advisors, LLC
INCREASED166,826122,151+44,675+37%$3.2M$4.2M+$1.0M2026-11-04
Coldstream Capital Management Inc
DECREASED154,135155,512-1,377-1%$4.0M$3.9M-$169.7K2026-11-09
Central Trust Co
DECREASED117,673142,579-24,906-17%$3.7M$2.9M-$746.7K2026-11-05
Choreo, LLC
NEW117,238—+117,238——$2.9M—2026-10-28
Cypress Point Wealth Management, LLC
UNCHANGED115,000115,00000%$3.0M$2.9M-$100.1K2026-11-03
Quantum Financial Advisors, LLC
INCREASED113,907110,543+3,364+3%$2.9M$2.8M-$12.1K2026-11-03
Assetmark, Inc
INCREASED110,899105,906+4,993+5%$2.7M$2.8M+$32.7K2026-10-21
Kestra Advisory Services, LLC
INCREASED75,13072,751+2,379+3%$1.9M$1.9M-$3.8K2026-11-02
Ellis Investment Partners, LLC
DECREASED70,16970,835-666-1%$1.8M$1.8M-$78.3K2026-10-21
Blue Square Asset Management, LLC
INCREASED61,04360,387+656+1%$1.6M$1.5M-$36.1K2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED58,61739,733+18,884+48%$1.0M$1.5M+$437.6K2026-10-16
Brookstone Capital Management
INCREASED56,06253,321+2,741+5%$1.4M$1.4M+$22.1K2026-10-22
GC Wealth Management RIA, LLC
INCREASED53,51846,063+7,455+16%$1.2M$1.3M+$146.3K2026-11-02
Sentinel Pension Advisors, LLC
INCREASED53,33653,112+224+0%$1.4M$1.3M-$36.4K2026-11-02
Rossmore Private Capital
INCREASED49,30834,363+14,945+43%$889.0K$1.2M+$343.7K2026-10-27
True Private Wealth Advisors
UNCHANGED49,12549,12500%$1.3M$1.2M-$42.7K2026-10-19
Aspen Wealth Management LLC
INCREASED47,26829,272+17,996+61%$757.3K$1.2M+$424.4K2026-10-14
Curbstone Financial Management Corp
INCREASED46,50034,650+11,850+34%$896.4K$1.2M+$266.1K2026-10-21
Commonwealth Equity Services, LLC
INCREASED40,82433,382+7,442+22%$863.6K$1.0M+$157.0K2026-11-02
Jacobi Capital Management LLC
UNCHANGED36,41736,41700%$942.1K$910.4K-$31.7K2026-11-05
PFG Private Wealth Management, LLC
INCREASED36,04435,714+330+1%$923.9K$901.1K-$22.8K2026-10-15
Newman Dignan & Sheerar, Inc.
INCREASED35,90235,878+24+0%$928.2K$897.6K-$30.6K2026-10-21
Droms Strauss Advisors Inc
INCREASED34,16322,025+12,138+55%$569.8K$854.1K+$284.3K2026-11-03
Valmark Advisers, Inc.
INCREASED33,26231,178+2,084+7%$806.6K$831.6K+$25.0K2026-11-06
Capital Investment Advisors, LLC
DECREASED32,39232,564-172-1%$842.4K$809.8K-$32.6K2026-10-22
Leavell Investment Management, Inc.
UNCHANGED28,82528,82500%$745.7K$720.6K-$25.1K2026-11-09
Howland Capital Management LLC
INCREASED28,5988,380+20,218+241%$216.8K$715.0K+$498.2K2026-10-22
IFP Advisors, Inc
INCREASED28,04018,710+9,330+50%$484.0K$701.0K+$217.0K2026-10-16
Parallel Advisors, LLC
INCREASED27,09217,122+9,970+58%$442.9K$677.3K+$234.4K2026-11-03
Carnegie Investment Counsel
INCREASED23,00016,000+7,000+44%$413.9K$575.0K+$161.1K2026-10-20
Nestegg Advisors, Inc.
DECREASED20,99430,109-9,115-30%$778.9K$524.9K-$254.1K2026-10-21
CFS Investment Advisory Services, LLC
DECREASED19,02922,085-3,056-14%$571.8K$476.9K-$94.9K2026-10-19
Rossby Financial, LCC
NEW18,864—+18,864——$471.6K—2026-11-05
Roof Eidam Maycock Peralta, LLC
UNCHANGED17,85017,85000%$461.8K$446.3K-$15.5K2026-10-15
IFG Advisory, LLC
INCREASED13,70910,756+2,953+27%$278.3K$342.7K+$64.5K2026-11-09
Phillips Financial Management, LLC
UNCHANGED13,57413,57400%$351.2K$339.4K-$11.8K2026-10-19
Balefire, LLC
UNCHANGED12,68412,68400%$328.1K$317.1K-$11.0K2026-10-09
Schmidt P J Investment Management Inc
UNCHANGED12,36012,36000%$319.8K$309.0K-$10.8K2026-11-02
Great Diamond Partners, LLC
NEW12,042—+12,042——$301.1K—2026-10-13
Compton Wealth Advisory Group, LLC
NEW11,753—+11,753——$294.8K—2026-10-13
Freestone Capital Holdings, LLC
UNCHANGED11,43111,43100%$295.7K$285.8K-$9.9K2026-11-09
Creative Planning
NEW11,406—+11,406——$285.2K—2026-11-02
Heritage Family Offices, LLP
UNCHANGED10,90010,90000%$282.0K$272.5K-$9.5K2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW10,663—+10,663——$266.6K—2026-10-23
Woodmont Investment Counsel LLC
INCREASED10,5139,546+967+10%$247.0K$262.8K+$15.9K2026-10-29
Physician Wealth Advisors, Inc.
INCREASED10,5006,500+4,000+62%$168.2K$262.5K+$94.3K2026-10-20
Foundry Financial Group, Inc.
DECREASED10,22110,468-247-2%$270.8K$255.5K-$15.3K2026-10-28
Aspen Private Advisors, LLC
NEW10,000—+10,000——$250.0K—2026-10-27
Meridian Wealth Management, LLC
NEW9,559—+9,559——$239.0K—2026-11-05
Segment Wealth Management, LLC
UNCHANGED9,4909,49000%$245.5K$237.3K-$8.3K2026-10-26
10Elms LLP
INCREASED9,2207,820+1,400+18%$202.3K$230.5K+$28.2K2026-11-06
Cornell Pochily Investment Advisors, Inc.
UNCHANGED8,9408,94000%$231.3K$223.5K-$7.8K2026-10-19
Archford Capital Strategies, LLC
UNCHANGED8,6018,60100%$222.5K$215.0K-$7.5K2026-10-19
WealthBridge Capital Management, LLC
DECREASED8,4828,618-136-2%$222.9K$212.1K-$10.9K2026-10-16
First National Trust Co
NEW8,142—+8,142——$203.6K—2026-10-28
Princeton Global Asset Management LLC
INCREASED7,7353,860+3,875+100%$99.9K$193.4K+$93.5K2026-10-21
Farther Finance Advisors, LLC
NEW5,903—+5,903——$147.6K—2026-10-08
Addison Advisors LLC
INCREASED4,5954,585+10+0%$118.6K$114.9K-$3.7K2026-11-06
Harbour Investments, Inc.
INCREASED3,4093,394+15+0%$87.8K$85.2K-$2.6K2026-11-09
Adirondack Trust Co
UNCHANGED2,8882,88800%$74.7K$72.2K-$2.5K2026-10-14
Hughes Financial Services, LLC
NEW2,725—+2,725——$69.7K—2026-10-30
Bullock Wealth Management Group
INCREASED2,0051,993+12+1%$51.6K$50.3K-$1.3K2026-10-09
Barrett & Company, Inc.
UNCHANGED1,7841,78400%$46.2K$44.6K-$1.6K2026-10-22
Sarver Vrooman Wealth Advisors
UNCHANGED1,5711,57100%$40.6K$39.3K-$1.3K2026-10-01
Community Financial Services Group, LLC
UNCHANGED96796700%$25.0K$24.3K-$7642026-10-15
Root Financial Partners, LLC
NEW130—+130——$3.3K—2026-10-21
Silverlake Wealth Management LLC
CLOSED027,126-27,126-100%$701.8K$0-$701.8K2026-10-21
Members Wealth LLC
CLOSED025,390-25,390-100%$656.9K$0-$656.9K2026-10-20
Paradigm, Strategies in Wealth Management, LLC
CLOSED016,585-16,585-100%$429.1K$0-$429.1K2026-10-16
WJ Wealth Management, LLC
CLOSED011,000-11,000-100%$284.6K$0-$284.6K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED010,900-10,900-100%$282.0K$0-$282.0K2026-10-27
Cambridge Investment Research Advisors, Inc.
CLOSED07,768-7,768-100%$201.0K$0-$201.0K2026-11-02
Mercer Global Advisors Inc
N/A—1,773,721-1,773,721-100%$45.9M———
Bank of America Corp
N/A—367,091-367,091-100%$9.5M———
Lbmc Investment Advisors, LLC
N/A—323,023-323,023-100%$8.4M———
Envestnet Asset Management Inc
N/A—252,630-252,630-100%$6.5M———
Wells Fargo & Company
N/A—218,763-218,763-100%$5.7M———
Jane Street Group, LLC
N/A—209,528-209,528-100%$5.4M———
United Capital Financial Advisors, LLC
N/A—175,941-175,941-100%$4.6M———
NewEdge Advisors, LLC
N/A—151,475-151,475-100%$3.9M———
Summit Financial, LLC
N/A—111,520-111,520-100%$2.9M———
UBS Group AG
N/A—103,453-103,453-100%$2.7M———
Morgan Stanley
N/A—95,919-95,919-100%$2.5M———
Royal Bank of Canada
N/A—79,784-79,784-100%$2.1M———
MML Investors Services, LLC
N/A—74,015-74,015-100%$1.9M———
Hills Bank & Trust Co
N/A—67,088-67,088-100%$1.7M———
Atlantic Union Bankshares Corp
N/A—63,752-63,752-100%$1.6M———
Focus Partners Wealth
N/A—56,651-56,651-100%$1.5M———
Raymond James Financial Inc
N/A—55,850-55,850-100%$1.4M———
Argo Wealth Advisory, LLC
N/A—49,217-49,217-100%$1.3M———
Northwestern Mutual Wealth Management Co
N/A—48,557-48,557-100%$1.3M———
Spinnaker Trust
N/A—45,362-45,362-100%$1.2M———
Godshalk Welsh Capital Management, Inc.
N/A—42,500-42,500-100%$1.1M———
Sound View Wealth Advisors Group, LLC
N/A—41,328-41,328-100%$1.1M———
Cetera Investment Advisers
N/A—39,734-39,734-100%$1.0M———
Sanctuary Advisors, LLC
N/A—36,316-36,316-100%$939.5K———
Granite Harbor Advisors, Inc.
N/A—35,256-35,256-100%$912.1K———
Elequin Capital, LP
N/A—30,782-30,782-100%$796.3K———
Stifel Financial Corp
N/A—28,061-28,061-100%$725.9K———
OneAscent Financial Services LLC
N/A—25,313-25,313-100%$654.8K———
Modern Wealth Management, LLC
N/A—22,125-22,125-100%$572.4K———
Smith, Moore & Co.
N/A—20,962-20,962-100%$542.3K———
Beacon Pointe Advisors, LLC
N/A—18,742-18,742-100%$484.9K———
Wick Capital Partners, LLC
N/A—13,258-13,258-100%$343.0K———
Financial Engines Advisors L.L.C.
N/A—13,215-13,215-100%$341.9K———
OneDigital Investment Advisors LLC
N/A—13,160-13,160-100%$340.4K———
Crews Bank & Trust
N/A—11,300-11,300-100%$292.3K———
Integrated Wealth Concepts LLC
N/A—11,242-11,242-100%$290.8K———
Captrust Financial Advisors
N/A—8,514-8,514-100%$220.3K———
Quantinno Capital Management LP
N/A—7,902-7,902-100%$204.4K———
Susquehanna International Group, LLP
N/A—7,787-7,787-100%$201.5K———
Citadel Advisors LLC
N/A—7,757-7,757-100%$200.7K———
EP Wealth Advisors, LLC
N/A—6,924-6,924-100%$179.1K———
Osaic Holdings, Inc.
N/A—4,435-4,435-100%$114.7K———
MidFirst Bank
N/A—4,060-4,060-100%$105.0K———
O'shaughnessy Asset Management, LLC
N/A—3,080-3,080-100%$79.7K———
Tower Research Capital LLC (TRC)
N/A—2,710-2,710-100%$70.1K———
Global Retirement Partners, LLC
N/A—1,809-1,809-100%$46.8K———
BlackRock, Inc.
N/A—151-151-100%$3.9K———
Showing 127 of 127 institutions