IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

State Street Spdr S&P Emergi (EWX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares1,633,478 from 1,701,158
Change-67,680 (-4%)
Value$116.1M (-$10.3M)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares187,704 from 182,808
Change+4,896 (+3%)
Value$13.3M (-$237.8K)
Filed 2026-10-27
Apella Capital, LLC
DECREASED
Shares111,007 from 133,347
Change-22,340 (-17%)
Value$7.9M (-$1.7M)
Filed 2026-10-08
BIP Wealth, LLC
DECREASED
Shares91,449 from 95,321
Change-3,872 (-4%)
Value$6.5M (-$580.8K)
Filed 2026-10-22
Brady Martz Wealth Solutions, LLC
INCREASED
Shares53,534 from 48,460
Change+5,074 (+10%)
Value$3.8M (+$205.4K)
Filed 2026-11-05
Cabot Wealth Management Inc
INCREASED
Shares43,036 from 41,320
Change+1,716 (+4%)
Value$3.1M (-$10.4K)
Filed 2026-11-05
Johnson Financial Group, LLC
DECREASED
Shares42,439 from 46,657
Change-4,218 (-9%)
Value$3.0M (-$449.4K)
Filed 2026-11-03
Sepio Capital, LP
DECREASED
Shares41,188 from 43,898
Change-2,710 (-6%)
Value$2.9M (-$333.3K)
Filed 2026-10-22
NTV Asset Management LLC
UNCHANGED
Shares32,225 from 32,225
Change0 (0%)
Value$2.3M (-$103.3K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
INCREASED
Shares23,858 from 23,550
Change+308 (+1%)
Value$1.7M (-$53.6K)
Filed 2026-10-15
Michels Family Financial, LLC
INCREASED
Shares20,911 from 20,402
Change+509 (+2%)
Value$1.5M (-$29.2K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
INCREASED
Shares16,265 from 15,891
Change+374 (+2%)
Value$1.2M (+$64.4K)
Filed 2026-10-19
Greenspring Advisors, LLC
DECREASED
Shares15,542 from 15,975
Change-433 (-3%)
Value$1.1M (-$82.0K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares14,945 from 14,944
Change+1 (+0%)
Value$1.1M (-$47.9K)
Filed 2026-10-30
Heartwood Wealth Advisors LLC
INCREASED
Shares13,318 from 13,130
Change+188 (+1%)
Value$946.9K (-$28.7K)
Filed 2026-10-05
Powerhouse Assets LLC
INCREASED
Shares12,347 from 11,554
Change+793 (+7%)
Value$877.9K (+$19.4K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares12,104 from 12,531
Change-427 (-3%)
Value$860.6K (-$70.5K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED
Shares10,555 from 12,760
Change-2,205 (-17%)
Value$750.5K (-$197.6K)
Filed 2026-10-27
Rockingstone Advisors LLC
UNCHANGED
Shares9,954 from 9,954
Change0 (0%)
Value$707.7K (-$31.9K)
Filed 2026-10-16
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares8,750 from 8,750
Change0 (0%)
Value$622.1K (-$28.0K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares8,581 from 8,644
Change-63 (-1%)
Value$610.1K (-$32.2K)
Filed 2026-10-22
Omega Financial Group, LLC
DECREASED
Shares8,193 from 8,813
Change-620 (-7%)
Value$582.5K (-$72.3K)
Filed 2026-10-29
Bright Futures Wealth Management, Llc.
INCREASED
Shares8,141 from 7,838
Change+303 (+4%)
Value$578.8K (-$3.6K)
Filed 2026-10-23
Cyr Financial Inc.
DECREASED
Shares8,027 from 8,471
Change-444 (-5%)
Value$570.7K (-$58.7K)
Filed 2026-10-16
Index Fund Advisors, Inc.
DECREASED
Shares7,589 from 8,176
Change-587 (-7%)
Value$539.6K (-$68.0K)
Filed 2026-11-05
180 Wealth Advisors, LLC
INCREASED
Shares7,360 from 7,085
Change+275 (+4%)
Value$523.3K (-$3.2K)
Filed 2026-11-03
Shore Point Advisors, LLC
INCREASED
Shares6,535 from 6,419
Change+116 (+2%)
Value$464.7K (-$12.3K)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares5,227 from 5,227
Change0 (0%)
Value$371.6K (-$16.8K)
Filed 2026-11-05
Ipsen Advisor Group LLC
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$359.0K (-$16.2K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares5,018 from 4,948
Change+70 (+1%)
Value$356.8K (-$10.9K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares5,014 from 8,450
Change-3,436 (-41%)
Value$356.5K (-$271.4K)
Filed 2026-11-05
First Horizon Corp
UNCHANGED
Shares5,009 from 5,009
Change0 (0%)
Value$356.1K (-$16.1K)
Filed 2026-10-26
Sound Stewardship, LLC
UNCHANGED
Shares4,490 from 4,490
Change0 (0%)
Value$319.2K (-$14.4K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares4,204 from 4,417
Change-213 (-5%)
Value$298.9K (-$29.3K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$284.4K (-$12.8K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,871 from 6,384
Change-2,513 (-39%)
Value$275 (-$473.7K)
Filed 2026-11-02
Life Planning Partners, Inc
DECREASED
Shares3,800 from 6,000
Change-2,200 (-37%)
Value$270.2K (-$175.7K)
Filed 2026-10-28
Provident Living Financial Services, Inc.
DECREASED
Shares3,783 from 3,850
Change-67 (-2%)
Value$247.6K (-$38.5K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,660 from 3,872
Change-212 (-5%)
Value$260.2K (-$27.5K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
NEW
Shares3,419
Change+3,419
Value$243.1K
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares3,365 from 3,365
Change0 (0%)
Value$239.3K (-$10.8K)
Filed 2026-10-16
Sage Financial Group Inc
UNCHANGED
Shares3,339 from 3,339
Change0 (0%)
Value$237.4K (-$10.7K)
Filed 2026-10-27
Busey Bank
UNCHANGED
Shares3,305 from 3,305
Change0 (0%)
Value$235.0K (-$10.6K)
Filed 2026-10-26
Hardin Capital Partners, LLC
UNCHANGED
Shares3,174 from 3,174
Change0 (0%)
Value$225.7K (-$10.3K)
Filed 2026-10-09
Ballast Financial Advisors LLC
DECREASED
Shares3,105 from 3,367
Change-262 (-8%)
Value$220.8K (-$29.4K)
Filed 2026-10-26
Zenith Solutions, Inc.
DECREASED
Shares2,942 from 3,283
Change-341 (-10%)
Value$209.2K (-$34.8K)
Filed 2026-10-19
Bank of New York Mellon Corp
NEW
Shares2,899
Change+2,899
Value$206.1K
Filed 2026-11-05
HF Advisory Group, LLC
NEW
Shares2,870
Change+2,870
Value$204.1K
Filed 2026-10-09
CGN Advisors LLC
INCREASED
Shares2,855 from 2,746
Change+109 (+4%)
Value$203.0K (-$1.1K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares2,181 from 2,666
Change-485 (-18%)
Value$155.1K (-$43.0K)
Filed 2026-10-08
Noble Wealth Management PBC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$120.9K (-$5.4K)
Filed 2026-10-01
CX Institutional
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$101 (-$5)
Filed 2026-10-02
Gamma Investing LLC
INCREASED
Shares1,101 from 824
Change+277 (+34%)
Value$78.3K (+$17.1K)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$67.4K (-$3.0K)
Filed 2026-10-05
4Thought Financial Group Inc.
INCREASED
Shares861 from 849
Change+12 (+1%)
Value$61.2K (-$1.9K)
Filed 2026-11-02
AlphaCore Capital LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$51.2K (-$2.3K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$39.9K (-$1.8K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$38.6K (-$1.7K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$36.6K (-$1.7K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares506 from 1,794
Change-1,288 (-72%)
Value$36.0K (-$97.3K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares484 from 489
Change-5 (-1%)
Value$34.4K (-$1.9K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$32.7K (-$1.5K)
Filed 2026-10-05
Bokf, NA
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$32.0K (-$1.4K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares415 from 340
Change+75 (+22%)
Value$29.5K (+$4.2K)
Filed 2026-11-03
Trust Co
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$18.8K (-$849)
Filed 2026-10-09
Larson Financial Group LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$16.6K (-$750)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$13.3K (-$600)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$12.2K (-$551)
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares156
Change+156
Value$11.2K
Filed 2026-10-13
Key Capital Management, Inc
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$10.2K (-$459)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
NEW
Shares45
Change+45
Value$3.2K
Filed 2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.1K (-$93)
Filed 2026-10-30
RHL Group, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.1K (-$68)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.4K (-$61)
Filed 2026-11-02
Archer Investment Corp
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (-$51)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$853 (-$39)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$782 (-$35)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$142 (-$7)
Filed 2026-10-06
rebel Financial LLC
CLOSED
Shares0 from 60,265
Change-60,265 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-04
Global View Capital Management LLC
CLOSED
Shares0 from 4,498
Change-4,498 (-100%)
Value$0 (-$334.2K)
Filed 2026-10-28
FF Advisors,LLC
CLOSED
Shares0 from 3,235
Change-3,235 (-100%)
Value$0 (-$240.4K)
Filed 2026-10-21
Oppenheimer & Co Inc
CLOSED
Shares0 from 2,705
Change-2,705 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 536
Change-536 (-100%)
Value$0 (-$39.8K)
Filed 2026-10-15
Sims Investment Management, LLC
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$27.9K)
Filed 2026-10-13
Bank of America Corp
N/A
Shares— from 668,269
Change-668,269 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 355,981
Change-355,981 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 326,605
Change-326,605 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 241,315
Change-241,315 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 219,093
Change-219,093 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 176,585
Change-176,585 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 164,766
Change-164,766 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 118,709
Change-118,709 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 112,298
Change-112,298 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 89,770
Change-89,770 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 87,734
Change-87,734 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 76,054
Change-76,054 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 69,663
Change-69,663 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 67,847
Change-67,847 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 67,611
Change-67,611 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 60,127
Change-60,127 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 57,195
Change-57,195 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 57,119
Change-57,119 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 51,981
Change-51,981 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 49,974
Change-49,974 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 48,590
Change-48,590 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 48,283
Change-48,283 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 45,681
Change-45,681 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 44,805
Change-44,805 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 43,934
Change-43,934 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,008
Change-43,008 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 42,007
Change-42,007 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 41,252
Change-41,252 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 40,368
Change-40,368 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 37,551
Change-37,551 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 37,461
Change-37,461 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 34,735
Change-34,735 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,635
Change-34,635 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 33,760
Change-33,760 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 33,719
Change-33,719 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 32,536
Change-32,536 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 31,155
Change-31,155 (-100%)
Value—
UBS Group AG
N/A
Shares— from 28,930
Change-28,930 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 28,553
Change-28,553 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 28,145
Change-28,145 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,088
Change-27,088 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 26,299
Change-26,299 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,139
Change-24,139 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,499
Change-20,499 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 18,687
Change-18,687 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 16,503
Change-16,503 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,599
Change-15,599 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,357
Change-15,357 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 13,494
Change-13,494 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 13,230
Change-13,230 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 12,117
Change-12,117 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,110
Change-10,110 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 8,247
Change-8,247 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,178
Change-8,178 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 8,149
Change-8,149 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,570
Change-4,570 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 527
Change-527 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 524
Change-524 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 485
Change-485 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 445
Change-445 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Rogco, LP
N/A
Shares— from 319
Change-319 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 319
Change-319 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 91
Change-91 (-100%)
Value—
10Elms LLP
N/A
Shares— from 84
Change-84 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 60
Change-60 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
DECREASED1,633,4781,701,158-67,680-4%$126.4M$116.1M-$10.3M2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED187,704182,808+4,896+3%$13.6M$13.3M-$237.8K2026-10-27
Apella Capital, LLC
DECREASED111,007133,347-22,340-17%$9.7M$7.9M-$1.7M2026-10-08
BIP Wealth, LLC
DECREASED91,44995,321-3,872-4%$7.1M$6.5M-$580.8K2026-10-22
Brady Martz Wealth Solutions, LLC
INCREASED53,53448,460+5,074+10%$3.6M$3.8M+$205.4K2026-11-05
Cabot Wealth Management Inc
INCREASED43,03641,320+1,716+4%$3.1M$3.1M-$10.4K2026-11-05
Johnson Financial Group, LLC
DECREASED42,43946,657-4,218-9%$3.5M$3.0M-$449.4K2026-11-03
Sepio Capital, LP
DECREASED41,18843,898-2,710-6%$3.3M$2.9M-$333.3K2026-10-22
NTV Asset Management LLC
UNCHANGED32,22532,22500%$2.4M$2.3M-$103.3K2026-10-23
Maryland Capital Advisors Inc.
INCREASED23,85823,550+308+1%$1.7M$1.7M-$53.6K2026-10-15
Michels Family Financial, LLC
INCREASED20,91120,402+509+2%$1.5M$1.5M-$29.2K2026-11-02
Tenet Wealth Partners, LLC
INCREASED16,26515,891+374+2%$1.1M$1.2M+$64.4K2026-10-19
Greenspring Advisors, LLC
DECREASED15,54215,975-433-3%$1.2M$1.1M-$82.0K2026-11-05
Spire Wealth Management
INCREASED14,94514,944+1+0%$1.1M$1.1M-$47.9K2026-10-30
Heartwood Wealth Advisors LLC
INCREASED13,31813,130+188+1%$975.6K$946.9K-$28.7K2026-10-05
Powerhouse Assets LLC
INCREASED12,34711,554+793+7%$858.5K$877.9K+$19.4K2026-10-19
Commonwealth Equity Services, LLC
DECREASED12,10412,531-427-3%$931.1K$860.6K-$70.5K2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED10,55512,760-2,205-17%$948.1K$750.5K-$197.6K2026-10-27
Rockingstone Advisors LLC
UNCHANGED9,9549,95400%$739.6K$707.7K-$31.9K2026-10-16
HighRoad Wealth Advisors, LLC
UNCHANGED8,7508,75000%$650.2K$622.1K-$28.0K2026-10-14
Perigon Wealth Management, LLC
DECREASED8,5818,644-63-1%$642.3K$610.1K-$32.2K2026-10-22
Omega Financial Group, LLC
DECREASED8,1938,813-620-7%$654.8K$582.5K-$72.3K2026-10-29
Bright Futures Wealth Management, Llc.
INCREASED8,1417,838+303+4%$582.4K$578.8K-$3.6K2026-10-23
Cyr Financial Inc.
DECREASED8,0278,471-444-5%$629.4K$570.7K-$58.7K2026-10-16
Index Fund Advisors, Inc.
DECREASED7,5898,176-587-7%$607.5K$539.6K-$68.0K2026-11-05
180 Wealth Advisors, LLC
INCREASED7,3607,085+275+4%$526.4K$523.3K-$3.2K2026-11-03
Shore Point Advisors, LLC
INCREASED6,5356,419+116+2%$477.0K$464.7K-$12.3K2026-10-14
Central Trust Co
UNCHANGED5,2275,22700%$388.4K$371.6K-$16.8K2026-11-05
Ipsen Advisor Group LLC
UNCHANGED5,0505,05000%$375.2K$359.0K-$16.2K2026-10-29
Fifth Third Bancorp
INCREASED5,0184,948+70+1%$367.7K$356.8K-$10.9K2026-11-05
Compound Planning, Inc.
DECREASED5,0148,450-3,436-41%$627.9K$356.5K-$271.4K2026-11-05
First Horizon Corp
UNCHANGED5,0095,00900%$372.2K$356.1K-$16.1K2026-10-26
Sound Stewardship, LLC
UNCHANGED4,4904,49000%$333.6K$319.2K-$14.4K2026-10-14
Sowell Financial Services LLC
DECREASED4,2044,417-213-5%$328.2K$298.9K-$29.3K2026-10-23
Daymark Wealth Partners, LLC
UNCHANGED4,0004,00000%$297.2K$284.4K-$12.8K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED3,8716,384-2,513-39%$474.0K$275-$473.7K2026-11-02
Life Planning Partners, Inc
DECREASED3,8006,000-2,200-37%$445.8K$270.2K-$175.7K2026-10-28
Provident Living Financial Services, Inc.
DECREASED3,7833,850-67-2%$286.1K$247.6K-$38.5K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED3,6603,872-212-5%$287.7K$260.2K-$27.5K2026-10-23
Concurrent Investment Advisors, LLC
NEW3,419—+3,419——$243.1K—2026-10-16
Cyndeo Wealth Partners, LLC
UNCHANGED3,3653,36500%$250.0K$239.3K-$10.8K2026-10-16
Sage Financial Group Inc
UNCHANGED3,3393,33900%$248.1K$237.4K-$10.7K2026-10-27
Busey Bank
UNCHANGED3,3053,30500%$245.6K$235.0K-$10.6K2026-10-26
Hardin Capital Partners, LLC
UNCHANGED3,1743,17400%$235.9K$225.7K-$10.3K2026-10-09
Ballast Financial Advisors LLC
DECREASED3,1053,367-262-8%$250.2K$220.8K-$29.4K2026-10-26
Zenith Solutions, Inc.
DECREASED2,9423,283-341-10%$243.9K$209.2K-$34.8K2026-10-19
Bank of New York Mellon Corp
NEW2,899—+2,899——$206.1K—2026-11-05
HF Advisory Group, LLC
NEW2,870—+2,870——$204.1K—2026-10-09
CGN Advisors LLC
INCREASED2,8552,746+109+4%$204.0K$203.0K-$1.1K2026-10-21
Farther Finance Advisors, LLC
DECREASED2,1812,666-485-18%$198.1K$155.1K-$43.0K2026-10-08
Noble Wealth Management PBC
UNCHANGED1,7001,70000%$126.3K$120.9K-$5.4K2026-10-01
CX Institutional
UNCHANGED1,4221,42200%$106$101-$52026-10-02
Gamma Investing LLC
INCREASED1,101824+277+34%$61.2K$78.3K+$17.1K2026-10-08
Eastern Bank
UNCHANGED94894800%$70.4K$67.4K-$3.0K2026-10-05
4Thought Financial Group Inc.
INCREASED861849+12+1%$63.1K$61.2K-$1.9K2026-11-02
AlphaCore Capital LLC
UNCHANGED72072000%$53.5K$51.2K-$2.3K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED56156100%$41.7K$39.9K-$1.8K2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED54354300%$40.3K$38.6K-$1.7K2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED51551500%$38.3K$36.6K-$1.7K2026-11-03
Assetmark, Inc
DECREASED5061,794-1,288-72%$133.3K$36.0K-$97.3K2026-10-21
CoreCap Advisors, LLC
DECREASED484489-5-1%$36.3K$34.4K-$1.9K2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED46046000%$34.2K$32.7K-$1.5K2026-10-05
Bokf, NA
UNCHANGED45045000%$33.4K$32.0K-$1.4K2026-10-27
Parallel Advisors, LLC
INCREASED415340+75+22%$25.3K$29.5K+$4.2K2026-11-03
Trust Co
UNCHANGED26526500%$19.7K$18.8K-$8492026-10-09
Larson Financial Group LLC
UNCHANGED23423400%$17.4K$16.6K-$7502026-11-05
Asset Dedication, LLC
UNCHANGED18718700%$13.9K$13.3K-$6002026-11-03
Private Trust Co NA
UNCHANGED17217200%$12.8K$12.2K-$5512026-10-20
Rydar Equities, Inc.
NEW156—+156——$11.2K—2026-10-13
Key Capital Management, Inc
UNCHANGED14314300%$10.6K$10.2K-$4592026-11-03
Portfolio Resources Advisor Group, Inc.
NEW45—+45——$3.2K—2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED292900%$2.2K$2.1K-$932026-10-30
RHL Group, LLC
UNCHANGED292900%$2.1K$2.1K-$682026-11-04
Golden State Wealth Management, LLC
UNCHANGED191900%$1.4K$1.4K-$612026-11-02
Archer Investment Corp
UNCHANGED161600%$1.2K$1.1K-$512026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED121200%$892$853-$392026-11-02
Lanark Financial, Inc.
UNCHANGED111100%$817$782-$352026-10-26
Central Pacific Bank - Trust Division
UNCHANGED2200%$149$142-$72026-10-06
rebel Financial LLC
CLOSED060,265-60,265-100%$4.5M$0-$4.5M2026-11-04
Global View Capital Management LLC
CLOSED04,498-4,498-100%$334.2K$0-$334.2K2026-10-28
FF Advisors,LLC
CLOSED03,235-3,235-100%$240.4K$0-$240.4K2026-10-21
Oppenheimer & Co Inc
CLOSED02,705-2,705-100%$201.0K$0-$201.0K2026-10-26
AdvisorNet Financial, Inc
CLOSED0536-536-100%$39.8K$0-$39.8K2026-10-15
Sims Investment Management, LLC
CLOSED0376-376-100%$27.9K$0-$27.9K2026-10-13
Bank of America Corp
N/A—668,269-668,269-100%$49.7M———
Morgan Stanley
N/A—355,981-355,981-100%$26.5M———
Mariner, LLC
N/A—326,605-326,605-100%$24.3M———
LPL Financial LLC
N/A—241,315-241,315-100%$17.9M———
Wells Fargo & Company
N/A—219,093-219,093-100%$16.3M———
Old Mission Capital LLC
N/A—176,585-176,585-100%$13.1M———
Victory Capital Management Inc
N/A—164,766-164,766-100%$12.2M———
Ameriprise Financial Inc
N/A—118,709-118,709-100%$8.8M———
Pure Financial Advisors, LLC
N/A—112,298-112,298-100%$8.3M———
N.E.W. Advisory Services LLC
N/A—89,770-89,770-100%$6.7M———
Welch Financial Planning, LLC
N/A—87,734-87,734-100%$6.5M———
BlackRock, Inc.
N/A—76,054-76,054-100%$5.7M———
Wescap Management Group, Inc.
N/A—69,663-69,663-100%$5.2M———
Transamerica Financial Advisors, LLC
N/A—67,847-67,847-100%$5.0M———
Beacon Pointe Advisors, LLC
N/A—67,611-67,611-100%$5.0M———
Checchi Capital Advisers, LLC
N/A—60,127-60,127-100%$4.5M———
RPg Family Wealth Advisory, LLC
N/A—57,195-57,195-100%$4.2M———
Risk Paradigm Group, LLC
N/A—57,119-57,119-100%$4.2M———
Waddell & Associates, LLC
N/A—51,981-51,981-100%$3.9M———
Tortoise Investment Management, LLC
N/A—49,974-49,974-100%$3.7M———
Focus Partners Advisor Solutions, LLC
N/A—48,590-48,590-100%$3.6M———
Vista Investment Management
N/A—48,283-48,283-100%$3.6M———
Bluespring Wealth Management, LLC
N/A—45,681-45,681-100%$3.4M———
Equitable Holdings, Inc.
N/A—44,805-44,805-100%$3.3M———
Texas Yale Capital Corp.
N/A—43,934-43,934-100%$3.3M———
Susquehanna International Group, LLP
N/A—43,008-43,008-100%$3.2M———
Martin & Co Inc
N/A—42,007-42,007-100%$3.1M———
Baird Financial Group, Inc.
N/A—41,252-41,252-100%$3.1M———
Cascade Financial Partners, LLC
N/A—40,368-40,368-100%$3.0M———
AE Wealth Management LLC
N/A—37,551-37,551-100%$2.8M———
Envestnet Asset Management Inc
N/A—37,461-37,461-100%$2.8M———
MML Investors Services, LLC
N/A—34,735-34,735-100%$2.6M———
Cetera Investment Advisers
N/A—34,635-34,635-100%$2.6M———
Mustico Financial Group, Inc.
N/A—33,760-33,760-100%$2.3M———
Merit Financial Group, LLC
N/A—33,719-33,719-100%$2.5M———
Quantinno Capital Management LP
N/A—32,536-32,536-100%$2.4M———
CarsonAllaria Wealth Management, Ltd.
N/A—31,155-31,155-100%$2.3M———
UBS Group AG
N/A—28,930-28,930-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—28,553-28,553-100%$2.1M———
Altar Rock LLC
N/A—28,145-28,145-100%$2.1M———
Stratos Wealth Partners, Ltd.
N/A—27,088-27,088-100%$2.0M———
Regal Investment Advisors LLC
N/A—26,299-26,299-100%$2.0M———
Osaic Holdings, Inc.
N/A—24,139-24,139-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—20,499-20,499-100%$1.5M———
JPMorgan Chase & Co
N/A—18,687-18,687-100%$1.4M———
Smith, Moore & Co.
N/A—16,503-16,503-100%$1.2M———
Advisory Services Network, LLC
N/A—15,599-15,599-100%$1.2M———
Raymond James Financial Inc
N/A—15,357-15,357-100%$1.1M———
Jacobs Equity LLC
N/A—13,494-13,494-100%$1.0M———
Essex Financial Services, Inc.
N/A—13,230-13,230-100%$983.1K———
Hancock Whitney Corp
N/A—12,117-12,117-100%$900.4K———
Royal Bank of Canada
N/A—10,110-10,110-100%$751.0K———
Alesco Advisors, LLC, An ESL Co
N/A—9,579-9,579-100%$711.8K———
HRT Financial LP
N/A—8,603-8,603-100%$639.0K———
Hyundai Investments Co., Ltd.
N/A—8,247-8,247-100%$604.0K———
Jones Financial Companies Lllp
N/A—8,178-8,178-100%$596.2K———
Camelot Portfolios, LLC
N/A—8,149-8,149-100%$605.5K———
Mercer Global Advisors Inc
N/A—8,018-8,018-100%$595.8K———
White Pine Capital LLC
N/A—7,910-7,910-100%$587.8K———
AQR Capital Management LLC
N/A—6,530-6,530-100%$485.2K———
Focus Partners Wealth
N/A—6,281-6,281-100%$466.7K———
PNC Financial Services Group, Inc.
N/A—6,100-6,100-100%$453.3K———
Geneos Wealth Management Inc.
N/A—5,576-5,576-100%$414.4K———
Whittier Trust Co
N/A—5,383-5,383-100%$401.5K———
Austin Wealth Management, LLC
N/A—5,061-5,061-100%$351.0K———
Rehmann Capital Advisory Group
N/A—4,810-4,810-100%$357.4K———
Northwestern Mutual Wealth Management Co
N/A—4,738-4,738-100%$352.0K———
CIBC World Market Inc.
N/A—4,570-4,570-100%$339.6K———
Wealthfront Advisers LLC
N/A—4,462-4,462-100%$331.6K———
Principal Securities, Inc.
N/A—4,318-4,318-100%$320.8K———
Everest Private Wealth
N/A—4,074-4,074-100%$302.7K———
Empower Advisory Group, LLC
N/A—4,065-4,065-100%$302.1K———
IEQ Capital, LLC
N/A—3,824-3,824-100%$284.2K———
Private Advisor Group, LLC
N/A—3,675-3,675-100%$273.1K———
Ariadne Wealth Management, LP
N/A—3,488-3,488-100%$259.2K———
Stifel Financial Corp
N/A—3,475-3,475-100%$258.2K———
Range Advisory, LLC
N/A—3,445-3,445-100%$256.0K———
Cambient Family Office, LLC
N/A—3,265-3,265-100%$242.6K———
Portland Global Advisors LLC
N/A—3,085-3,085-100%$229.2K———
Falcon Wealth Planning
N/A—3,071-3,071-100%$228.2K———
Investment Advisory Group, LLC
N/A—3,069-3,069-100%$228.1K———
FMR LLC
N/A—2,915-2,915-100%$216.6K———
Virtu Financial LLC
N/A—2,736-2,736-100%$203.0K———
Rockefeller Capital Management L.P.
N/A—2,467-2,467-100%$183.4K———
O'shaughnessy Asset Management, LLC
N/A—2,289-2,289-100%$170.1K———
Addison Advisors LLC
N/A—1,535-1,535-100%$114.1K———
NewEdge Advisors, LLC
N/A—1,521-1,521-100%$113.0K———
Continuum Advisory, LLC
N/A—1,217-1,217-100%$90.4K———
Blair William & Co
N/A—1,215-1,215-100%$90.3K———
Cardiff Park Advisors, LLC
N/A—1,203-1,203-100%$89.4K———
Rialto Wealth Management, LLC
N/A—1,180-1,180-100%$87.7K———
Allworth Financial LP
N/A—1,148-1,148-100%$85.3K———
Bank of Montreal
N/A—1,089-1,089-100%$80.9K———
BFC Planning, Inc.
N/A—1,088-1,088-100%$80.8K———
Aptus Capital Advisors, LLC
N/A—1,072-1,072-100%$79.7K———
Capital Analysts, LLC
N/A—610-610-100%$45.0K———
Strategic Wealth Partners, Ltd.
N/A—527-527-100%$39.1K———
Whittier Trust Co of Nevada Inc
N/A—524-524-100%$37.9K———
UMB Bank, n.a.
N/A—485-485-100%$36.0K———
CapitalatWork S.A.
N/A—445-445-100%$33.0K———
TD Capital Management LLC
N/A—359-359-100%$26.7K———
IFG Advisory, LLC
N/A—330-330-100%$24.5K———
Rogco, LP
N/A—319-319-100%$23.7K———
Harbour Investments, Inc.
N/A—319-319-100%$23.7K———
Ameritas Advisory Services, LLC
N/A—269-269-100%$20.0K———
Global Retirement Partners, LLC
N/A—189-189-100%$14.0K———
Qube Research & Technologies Ltd
N/A—91-91-100%$6.8K———
10Elms LLP
N/A—84-84-100%$6.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—60-60-100%$4.5K———
Tower Research Capital LLC (TRC)
N/A—2-2-100%$149———
Huntington National Bank
N/A—1-1-100%$74———
Showing 195 of 195 institutions