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Lazard Intl Dynamic EQY ETF (IDEQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,226,584 from 2,424,439
Change+802,145 (+33%)
Value$113.0M (+$28.0M)
Filed 2026-11-06
Northwest Financial Advisors
INCREASED
Shares1,697,284 from 1,676,055
Change+21,229 (+1%)
Value$59.4M (+$659.6K)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares1,565,392 from 1,569,805
Change-4,413 (0%)
Value$54.8M (-$233.0K)
Filed 2026-11-05
Tompkins Financial Corp
INCREASED
Shares942,394 from 869,425
Change+72,969 (+8%)
Value$33.0M (+$2.5M)
Filed 2026-10-05
PNC Financial Services Group, Inc.
INCREASED
Shares846,381 from 250,650
Change+595,731 (+238%)
Value$29.6M (+$20.8M)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
INCREASED
Shares488,178 from 455,384
Change+32,794 (+7%)
Value$17.1M (+$1.1M)
Filed 2026-10-14
Cornerstone Advisors Asset Management, LLC
NEW
Shares477,718
Change+477,718
Value$16.7M
Filed 2026-11-06
JSF Financial, LLC
INCREASED
Shares423,463 from 409,180
Change+14,283 (+3%)
Value$14.8M (+$479.7K)
Filed 2026-10-22
Meridian Financial Partners LLC
INCREASED
Shares359,120 from 319,202
Change+39,918 (+13%)
Value$12.3M (+$1.3M)
Filed 2026-10-23
Western Wealth Management, LLC
INCREASED
Shares333,136 from 308,941
Change+24,195 (+8%)
Value$11.7M (+$831.9K)
Filed 2026-11-09
Navigation Group, LLC
DECREASED
Shares329,224 from 334,968
Change-5,744 (-2%)
Value$11.5M (-$217.9K)
Filed 2026-10-28
Members Advisory Group LLC
DECREASED
Shares302,447 from 311,190
Change-8,743 (-3%)
Value$10.6M (-$321.8K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares299,026 from 274,463
Change+24,563 (+9%)
Value$10.5M (+$846.5K)
Filed 2026-11-02
RFG Advisory, LLC
NEW
Shares291,293
Change+291,293
Value$10.2M
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
INCREASED
Shares287,189 from 163,102
Change+124,087 (+76%)
Value$10.1M (+$4.3M)
Filed 2026-10-05
Leavell Investment Management, Inc.
INCREASED
Shares228,122 from 37,523
Change+190,599 (+508%)
Value$8.0M (+$6.7M)
Filed 2026-11-09
Foundry Financial Group, Inc.
NEW
Shares207,313
Change+207,313
Value$7.3M
Filed 2026-10-28
Madrona Financial Services, LLC
NEW
Shares195,822
Change+195,822
Value$6.9M
Filed 2026-10-23
Northland Securities, Inc.
DECREASED
Shares194,712 from 412,738
Change-218,026 (-53%)
Value$14.4M (-$88.0K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares180,893 from 169,655
Change+11,238 (+7%)
Value$6.3M (+$385.1K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares174,228 from 166,436
Change+7,792 (+5%)
Value$6.1M (+$264.6K)
Filed 2026-10-30
Sentinel Pension Advisors, LLC
INCREASED
Shares161,224 from 145,966
Change+15,258 (+10%)
Value$5.6M (+$687.6K)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares160,901 from 174,568
Change-13,667 (-8%)
Value$5.6M (-$487.3K)
Filed 2026-10-20
Future Financial Wealth Managment LLC
INCREASED
Shares153,127 from 74,370
Change+78,757 (+106%)
Value$5.4M (+$2.8M)
Filed 2026-10-15
Coastline Trust Co
UNCHANGED
Shares135,925 from 135,925
Change0 (0%)
Value$4.8M (-$6.8K)
Filed 2026-10-01
Endowment Wealth Management, Inc.
INCREASED
Shares125,175 from 113,659
Change+11,516 (+10%)
Value$4.4M (+$397.6K)
Filed 2026-11-03
Cornerstone Planning Group LLC
INCREASED
Shares114,070 from 87,244
Change+26,826 (+31%)
Value$4.0M (+$942.6K)
Filed 2026-10-16
HighTower Advisors, LLC
INCREASED
Shares111,565 from 100,271
Change+11,294 (+11%)
Value$3.9M (+$390.5K)
Filed 2026-11-10
D.A. Davidson & Co.
INCREASED
Shares102,858 from 96,505
Change+6,353 (+7%)
Value$3.6M (+$217.7K)
Filed 2026-10-28
Benson Investment Management Company, Inc.
INCREASED
Shares101,626 from 101,480
Change+146 (+0%)
Value$3.6M (+$39)
Filed 2026-10-13
Embree Financial Group
INCREASED
Shares95,396 from 70,856
Change+24,540 (+35%)
Value$3.3M (+$855.8K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
NEW
Shares95,322
Change+95,322
Value$3.3M
Filed 2026-10-16
Bill Few Associates, Inc.
INCREASED
Shares84,557 from 74,221
Change+10,336 (+14%)
Value$3.0M (+$358.3K)
Filed 2026-10-09
Members Wealth LLC
INCREASED
Shares75,524 from 62,418
Change+13,106 (+21%)
Value$2.6M (+$440.0K)
Filed 2026-10-20
Sunpointe, LLC
INCREASED
Shares74,836 from 11,983
Change+62,853 (+525%)
Value$2.6M (+$2.2M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares63,148 from 61,115
Change+2,033 (+3%)
Value$2.2M (+$68.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares53,482 from 27,351
Change+26,131 (+96%)
Value$1.9M (+$913.7K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares52,828 from 45,907
Change+6,921 (+15%)
Value$1.9M (+$240.0K)
Filed 2026-11-02
Avise Financial Cooperative, Inc.
INCREASED
Shares51,306 from 48,563
Change+2,743 (+6%)
Value$1.8M (+$93.6K)
Filed 2026-11-09
Rasp Wealth Solutions, LLC
INCREASED
Shares37,001 from 30,231
Change+6,770 (+22%)
Value$1.3M (+$235.6K)
Filed 2026-11-06
SFG Wealth Management, Llc.
NEW
Shares35,719
Change+35,719
Value$1.3M
Filed 2026-10-23
Mayfair Advisory Group, LLC
NEW
Shares33,880
Change+33,880
Value$1.2M
Filed 2026-10-20
YHB Investment Advisors, Inc.
INCREASED
Shares29,026 from 28,050
Change+976 (+3%)
Value$1.0M (+$32.8K)
Filed 2026-10-08
Flagstar Securities, Inc
NEW
Shares26,603
Change+26,603
Value$931.6K
Filed 2026-10-15
Redwood Financial Network Corp
DECREASED
Shares20,931 from 25,601
Change-4,670 (-18%)
Value$733.0K (-$164.8K)
Filed 2026-11-03
KPP Advisory Services LLC
INCREASED
Shares20,650 from 16,811
Change+3,839 (+23%)
Value$723.2K (+$133.6K)
Filed 2026-10-26
truNorth Financial Services, Inc.
NEW
Shares19,995
Change+19,995
Value$700.2K
Filed 2026-11-06
First American Bank
INCREASED
Shares19,482 from 13,217
Change+6,265 (+47%)
Value$682.3K (+$218.7K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares14,806 from 11,324
Change+3,482 (+31%)
Value$518.5K (+$121.4K)
Filed 2026-11-03
Core Wealth Partners LLC
INCREASED
Shares12,772 from 6,890
Change+5,882 (+85%)
Value$447.3K (+$205.6K)
Filed 2026-11-02
Victory Financial Group, LLC
DECREASED
Shares11,314 from 16,882
Change-5,568 (-33%)
Value$396.2K (-$195.8K)
Filed 2026-10-27
Omni 360 Wealth, Inc.
INCREASED
Shares10,938 from 9,123
Change+1,815 (+20%)
Value$383.0K (+$63.1K)
Filed 2026-10-13
PlanVest Financial, Inc
INCREASED
Shares10,928 from 9,751
Change+1,177 (+12%)
Value$382.7K (+$40.7K)
Filed 2026-11-09
Independence Asset Advisors, LLC
NEW
Shares8,739
Change+8,739
Value$306.0K
Filed 2026-10-23
Perigon Wealth Management, LLC
NEW
Shares7,778
Change+7,778
Value$272.4K
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares7,063
Change+7,063
Value$247.3K
Filed 2026-11-03
Fifth Third Bancorp
NEW
Shares7,000
Change+7,000
Value$245.1K
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares6,150 from 6,913
Change-763 (-11%)
Value$215.4K (-$27.1K)
Filed 2026-10-29
Financial Freedom, LLC
NEW
Shares5,301
Change+5,301
Value$185.6K
Filed 2026-11-06
Jnba Financial Advisors
UNCHANGED
Shares1,932 from 1,932
Change0 (0%)
Value$67.7K (-$96)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares1,716 from 723
Change+993 (+137%)
Value$60.1K (+$34.7K)
Filed 2026-10-20
Harbor Asset Planning, Inc.
INCREASED
Shares1,701 from 1,086
Change+615 (+57%)
Value$59.6K (+$21.5K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.0K (-$20)
Filed 2026-10-13
Hartford Financial Management Inc.
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$5.0K (-$8)
Filed 2026-10-21
Creative Financial Designs Inc
NEW
Shares83
Change+83
Value$2.9K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$2.8K ($0)
Filed 2026-11-06
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 11,500
Change-11,500 (-100%)
Value$0 (-$403.3K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 7,660
Change-7,660 (-100%)
Value$0 (-$268.6K)
Filed 2026-10-21
Raymond James Financial Inc
N/A
Shares— from 1,727,238
Change-1,727,238 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,168,787
Change-1,168,787 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 624,788
Change-624,788 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 562,823
Change-562,823 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 458,737
Change-458,737 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 405,922
Change-405,922 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 373,249
Change-373,249 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 308,275
Change-308,275 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 302,354
Change-302,354 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 211,736
Change-211,736 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 161,455
Change-161,455 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 143,000
Change-143,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 131,939
Change-131,939 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 129,598
Change-129,598 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 94,223
Change-94,223 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84,974
Change-84,974 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 74,738
Change-74,738 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 73,588
Change-73,588 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 70,630
Change-70,630 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 42,086
Change-42,086 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 41,802
Change-41,802 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 37,097
Change-37,097 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 29,692
Change-29,692 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 20,513
Change-20,513 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,890
Change-17,890 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,681
Change-16,681 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 16,434
Change-16,434 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,928
Change-12,928 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,123
Change-9,123 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,426
Change-8,426 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 217
Change-217 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 115
Change-115 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 67
Change-67 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,226,5842,424,439+802,145+33%$85.0M$113.0M+$28.0M2026-11-06
Northwest Financial Advisors
INCREASED1,697,2841,676,055+21,229+1%$58.8M$59.4M+$659.6K2026-10-27
Bank of New York Mellon Corp
DECREASED1,565,3921,569,805-4,4130%$55.1M$54.8M-$233.0K2026-11-05
Tompkins Financial Corp
INCREASED942,394869,425+72,969+8%$30.5M$33.0M+$2.5M2026-10-05
PNC Financial Services Group, Inc.
INCREASED846,381250,650+595,731+238%$8.8M$29.6M+$20.8M2026-11-06
Alliance Wealth Advisors, LLC
INCREASED488,178455,384+32,794+7%$16.0M$17.1M+$1.1M2026-10-14
Cornerstone Advisors Asset Management, LLC
NEW477,718—+477,718——$16.7M—2026-11-06
JSF Financial, LLC
INCREASED423,463409,180+14,283+3%$14.3M$14.8M+$479.7K2026-10-22
Meridian Financial Partners LLC
INCREASED359,120319,202+39,918+13%$11.1M$12.3M+$1.3M2026-10-23
Western Wealth Management, LLC
INCREASED333,136308,941+24,195+8%$10.8M$11.7M+$831.9K2026-11-09
Navigation Group, LLC
DECREASED329,224334,968-5,744-2%$11.7M$11.5M-$217.9K2026-10-28
Members Advisory Group LLC
DECREASED302,447311,190-8,743-3%$10.9M$10.6M-$321.8K2026-11-09
Commonwealth Equity Services, LLC
INCREASED299,026274,463+24,563+9%$9.6M$10.5M+$846.5K2026-11-02
RFG Advisory, LLC
NEW291,293—+291,293——$10.2M—2026-11-03
Baker Tilly Wealth Management, LLC
INCREASED287,189163,102+124,087+76%$5.7M$10.1M+$4.3M2026-10-05
Leavell Investment Management, Inc.
INCREASED228,12237,523+190,599+508%$1.3M$8.0M+$6.7M2026-11-09
Foundry Financial Group, Inc.
NEW207,313—+207,313——$7.3M—2026-10-28
Madrona Financial Services, LLC
NEW195,822—+195,822——$6.9M—2026-10-23
Northland Securities, Inc.
DECREASED194,712412,738-218,026-53%$14.5M$14.4M-$88.0K2026-11-02
Sigma Planning Corp
INCREASED180,893169,655+11,238+7%$5.9M$6.3M+$385.1K2026-10-23
Truist Financial Corp
INCREASED174,228166,436+7,792+5%$5.8M$6.1M+$264.6K2026-10-30
Sentinel Pension Advisors, LLC
INCREASED161,224145,966+15,258+10%$5.0M$5.6M+$687.6K2026-11-02
Provident Wealth Management, LLC
DECREASED160,901174,568-13,667-8%$6.1M$5.6M-$487.3K2026-10-20
Future Financial Wealth Managment LLC
INCREASED153,12774,370+78,757+106%$2.6M$5.4M+$2.8M2026-10-15
Coastline Trust Co
UNCHANGED135,925135,92500%$4.8M$4.8M-$6.8K2026-10-01
Endowment Wealth Management, Inc.
INCREASED125,175113,659+11,516+10%$4.0M$4.4M+$397.6K2026-11-03
Cornerstone Planning Group LLC
INCREASED114,07087,244+26,826+31%$3.0M$4.0M+$942.6K2026-10-16
HighTower Advisors, LLC
INCREASED111,565100,271+11,294+11%$3.5M$3.9M+$390.5K2026-11-10
D.A. Davidson & Co.
INCREASED102,85896,505+6,353+7%$3.4M$3.6M+$217.7K2026-10-28
Benson Investment Management Company, Inc.
INCREASED101,626101,480+146+0%$3.6M$3.6M+$392026-10-13
Embree Financial Group
INCREASED95,39670,856+24,540+35%$2.5M$3.3M+$855.8K2026-10-22
TD Waterhouse Canada Inc.
NEW95,322—+95,322——$3.3M—2026-10-16
Bill Few Associates, Inc.
INCREASED84,55774,221+10,336+14%$2.6M$3.0M+$358.3K2026-10-09
Members Wealth LLC
INCREASED75,52462,418+13,106+21%$2.2M$2.6M+$440.0K2026-10-20
Sunpointe, LLC
INCREASED74,83611,983+62,853+525%$420.2K$2.6M+$2.2M2026-10-22
Dynamic Advisor Solutions LLC
INCREASED63,14861,115+2,033+3%$2.1M$2.2M+$68.1K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED53,48227,351+26,131+96%$959.2K$1.9M+$913.7K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED52,82845,907+6,921+15%$1.6M$1.9M+$240.0K2026-11-02
Avise Financial Cooperative, Inc.
INCREASED51,30648,563+2,743+6%$1.7M$1.8M+$93.6K2026-11-09
Rasp Wealth Solutions, LLC
INCREASED37,00130,231+6,770+22%$1.1M$1.3M+$235.6K2026-11-06
SFG Wealth Management, Llc.
NEW35,719—+35,719——$1.3M—2026-10-23
Mayfair Advisory Group, LLC
NEW33,880—+33,880——$1.2M—2026-10-20
YHB Investment Advisors, Inc.
INCREASED29,02628,050+976+3%$983.7K$1.0M+$32.8K2026-10-08
Flagstar Securities, Inc
NEW26,603—+26,603——$931.6K—2026-10-15
Redwood Financial Network Corp
DECREASED20,93125,601-4,670-18%$897.8K$733.0K-$164.8K2026-11-03
KPP Advisory Services LLC
INCREASED20,65016,811+3,839+23%$589.6K$723.2K+$133.6K2026-10-26
truNorth Financial Services, Inc.
NEW19,995—+19,995——$700.2K—2026-11-06
First American Bank
INCREASED19,48213,217+6,265+47%$463.5K$682.3K+$218.7K2026-10-27
United Advisor Group, LLC
INCREASED14,80611,324+3,482+31%$397.1K$518.5K+$121.4K2026-11-03
Core Wealth Partners LLC
INCREASED12,7726,890+5,882+85%$241.6K$447.3K+$205.6K2026-11-02
Victory Financial Group, LLC
DECREASED11,31416,882-5,568-33%$592.1K$396.2K-$195.8K2026-10-27
Omni 360 Wealth, Inc.
INCREASED10,9389,123+1,815+20%$319.9K$383.0K+$63.1K2026-10-13
PlanVest Financial, Inc
INCREASED10,9289,751+1,177+12%$342.0K$382.7K+$40.7K2026-11-09
Independence Asset Advisors, LLC
NEW8,739—+8,739——$306.0K—2026-10-23
Perigon Wealth Management, LLC
NEW7,778—+7,778——$272.4K—2026-10-22
Ascentis Independent Advisors
NEW7,063—+7,063——$247.3K—2026-11-03
Fifth Third Bancorp
NEW7,000—+7,000——$245.1K—2026-11-05
XML Financial, LLC
DECREASED6,1506,913-763-11%$242.4K$215.4K-$27.1K2026-10-29
Financial Freedom, LLC
NEW5,301—+5,301——$185.6K—2026-11-06
Jnba Financial Advisors
UNCHANGED1,9321,93200%$67.8K$67.7K-$962026-11-03
Private Trust Co NA
INCREASED1,716723+993+137%$25.4K$60.1K+$34.7K2026-10-20
Harbor Asset Planning, Inc.
INCREASED1,7011,086+615+57%$38.1K$59.6K+$21.5K2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED40040000%$14.0K$14.0K-$202026-10-13
Hartford Financial Management Inc.
UNCHANGED14414400%$5.1K$5.0K-$82026-10-21
Creative Financial Designs Inc
NEW83—+83——$2.9K—2026-11-04
Allworth Financial LP
UNCHANGED797900%$2.8K$2.8K$02026-11-06
Tempus Wealth Planning, LLC
CLOSED011,500-11,500-100%$403.3K$0-$403.3K2026-10-14
Axxcess Wealth Management, LLC
CLOSED07,660-7,660-100%$268.6K$0-$268.6K2026-10-21
Raymond James Financial Inc
N/A—1,727,238-1,727,238-100%$60.6M———
CIBC Bancorp USA Inc.
N/A—1,168,787-1,168,787-100%$40.8M———
Snowden Capital Advisors LLC
N/A—624,788-624,788-100%$21.9M———
Denver Wealth Management, Inc.
N/A—562,823-562,823-100%$19.7M———
Jones Financial Companies Lllp
N/A—458,737-458,737-100%$15.9M———
Pinnacle Wealth Management, LLC
N/A—405,922-405,922-100%$14.2M———
Envestnet Asset Management Inc
N/A—373,249-373,249-100%$13.1M———
Prosperity Bancshares Inc
N/A—308,275-308,275-100%$10.8M———
Northwestern Mutual Wealth Management Co
N/A—302,354-302,354-100%$10.6M———
Wells Fargo & Company
N/A—211,736-211,736-100%$7.4M———
Spartan Wealth Advisory Services LLC
N/A—161,455-161,455-100%$5.7M———
Flow Traders U.S. LLC
N/A—143,000-143,000-100%$5.0M———
Cetera Investment Advisers
N/A—131,939-131,939-100%$4.6M———
Private Advisor Group, LLC
N/A—129,598-129,598-100%$4.5M———
Sanctuary Advisors, LLC
N/A—94,223-94,223-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—84,974-84,974-100%$3.0M———
Jane Street Group, LLC
N/A—74,738-74,738-100%$2.6M———
Payne Capital LLC
N/A—73,588-73,588-100%$2.6M———
GTS Securities LLC
N/A—70,630-70,630-100%$2.5M———
World Investment Advisors
N/A—42,086-42,086-100%$1.3M———
Stifel Financial Corp
N/A—41,802-41,802-100%$1.5M———
AssuredPartners Investment Advisors, LLC
N/A—37,097-37,097-100%$1.3M———
Marshall Wace, LLP
N/A—29,692-29,692-100%$1.0M———
Swisher Financial Concepts, Inc.
N/A—20,513-20,513-100%$719.4K———
Susquehanna International Group, LLP
N/A—17,890-17,890-100%$627.4K———
NewEdge Advisors, LLC
N/A—16,681-16,681-100%$585.0K———
Natixis Advisors, LLC
N/A—16,434-16,434-100%$576.0K———
Quantinno Capital Management LP
N/A—12,928-12,928-100%$453.4K———
CreativeOne Wealth, LLC
N/A—12,911-12,911-100%$452.8K———
Insigneo Advisory Services, LLC
N/A—9,300-9,300-100%$326.2K———
Focus Partners Advisor Solutions, LLC
N/A—9,123-9,123-100%$319.9K———
Dorsey & Whitney Trust Co LLC
N/A—8,426-8,426-100%$295.5K———
Summit Financial, LLC
N/A—7,641-7,641-100%$268.0K———
MML Investors Services, LLC
N/A—6,538-6,538-100%$229.3K———
Aptus Capital Advisors, LLC
N/A—2,756-2,756-100%$96.7K———
FMR LLC
N/A—1,325-1,325-100%$46.5K———
Global Retirement Partners, LLC
N/A—700-700-100%$24.5K———
Royal Bank of Canada
N/A—217-217-100%$8.0K———
Medallion Wealth Advisors, LLC
N/A—206-206-100%$5.2K———
JPMorgan Chase & Co
N/A—115-115-100%$4.0K———
National Bank of Canada
N/A—67-67-100%$2.4K———
Showing 109 of 109 institutions