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State Street Spdr S&P Global (GII)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Architects, LLC
INCREASED
Shares688,885 from 656,485
Change+32,400 (+5%)
Value$48.2M (-$1.5M)
Filed 2026-11-03
Tower Trust & Investment Co
INCREASED
Shares195,377 from 188,099
Change+7,278 (+4%)
Value$13.7M (-$576.4K)
Filed 2026-10-28
Warren Street Wealth Advisors, LLC
INCREASED
Shares161,715 from 155,331
Change+6,384 (+4%)
Value$11.3M (-$451.3K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares137,321 from 44,507
Change+92,814 (+209%)
Value$9.6M (+$6.2M)
Filed 2026-10-28
Citizens Financial Group Inc
DECREASED
Shares87,477 from 88,437
Change-960 (-1%)
Value$6.1M (-$578.3K)
Filed 2026-10-23
Ironsides Asset Advisors, LLC
DECREASED
Shares85,737 from 86,166
Change-429 (0%)
Value$6.0M (-$528.0K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares70,450 from 69,836
Change+614 (+1%)
Value$4.9K (-$360)
Filed 2026-10-02
Naples Global Advisors, LLC
INCREASED
Shares45,840 from 44,640
Change+1,200 (+3%)
Value$3.2M (-$174.1K)
Filed 2026-11-05
Tableaux LLC
INCREASED
Shares42,738 from 35,655
Change+7,083 (+20%)
Value$3.0M (+$289.2K)
Filed 2026-10-23
Hedeker Wealth, LLC
INCREASED
Shares37,469 from 35,363
Change+2,106 (+6%)
Value$2.6M (-$57.1K)
Filed 2026-10-23
Breakwater Investment Management
DECREASED
Shares25,682 from 28,941
Change-3,259 (-11%)
Value$1.8M (-$395.1K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares23,844 from 23,668
Change+176 (+1%)
Value$1.7M (-$124.5K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares17,033 from 16,032
Change+1,001 (+6%)
Value$1.2M (-$22.7K)
Filed 2026-10-30
Waldron Private Wealth LLC
UNCHANGED
Shares15,770 from 15,770
Change0 (0%)
Value$1.1M (-$91.2K)
Filed 2026-11-02
Keybank National Association
INCREASED
Shares13,613 from 13,110
Change+503 (+4%)
Value$952.0K (-$40.6K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares11,322 from 11,347
Change-25 (0%)
Value$791.8K (-$67.3K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,126 from 7,850
Change+2,276 (+29%)
Value$708 (-$593.3K)
Filed 2026-11-02
WealthPoint Financial, LLC
INCREASED
Shares8,871 from 8,211
Change+660 (+8%)
Value$620.3K (-$1.3K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares8,455 from 8,694
Change-239 (-3%)
Value$591.2K (-$67.0K)
Filed 2026-11-02
Sincerus Advisory, LLC
DECREASED
Shares7,549 from 7,590
Change-41 (-1%)
Value$527.9K (-$46.8K)
Filed 2026-10-09
Park Avenue Securities LLC
DECREASED
Shares7,501 from 7,963
Change-462 (-6%)
Value$525 (-$602.5K)
Filed 2026-10-26
Sage Financial Group Inc
INCREASED
Shares5,989 from 5,458
Change+531 (+10%)
Value$418.8K (+$5.6K)
Filed 2026-10-27
WMG Financial Advisors, LLC
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$424.0K ($0)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares5,309 from 4,957
Change+352 (+7%)
Value$371.3K (-$4.0K)
Filed 2026-11-04
Ethic Inc.
NEW
Shares4,340
Change+4,340
Value$303.5K
Filed 2026-11-03
Compound Planning, Inc.
NEW
Shares4,026
Change+4,026
Value$281.5K
Filed 2026-11-05
Castle Rock Wealth Management, LLC
UNCHANGED
Shares3,860 from 3,860
Change0 (0%)
Value$276.1K (-$12.9K)
Filed 2026-10-09
Boltwood Capital Management
INCREASED
Shares3,701 from 3,700
Change+1 (+0%)
Value$258.8K (-$21.3K)
Filed 2026-10-02
FSM Wealth Advisors, LLC
INCREASED
Shares3,633 from 3,613
Change+20 (+1%)
Value$256.9K (-$16.7K)
Filed 2026-10-27
Econ Financial Services Corp
NEW
Shares3,300
Change+3,300
Value$230.8K
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,931 from 2,741
Change+190 (+7%)
Value$207.3K (-$1.1K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$168.9K (-$12.4K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$53.8K (-$4.5K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares531
Change+531
Value$37.1K
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares530 from 476
Change+54 (+11%)
Value$37.1K (+$1.0K)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$21.0K (-$1.7K)
Filed 2026-11-03
Triumph Capital Management
NEW
Shares287
Change+287
Value$20.1K
Filed 2026-10-14
AlphaCore Capital LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$17.9K (-$1.5K)
Filed 2026-11-04
Atwood & Palmer Inc
NEW
Shares250
Change+250
Value$17.5K
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares200 from 140
Change+60 (+43%)
Value$14.0K (+$3.4K)
Filed 2026-10-20
Realta Investment Advisors
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$14.0K (-$1.2K)
Filed 2026-10-14
First Pacific Financial
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$13.1K (-$1.1K)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares67
Change+67
Value$4.7K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares44
Change+44
Value$3.1K
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.9K (-$237)
Filed 2026-10-29
IFP Advisors, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.4K (-$202)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.3K (-$111)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (-$92)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$909 (-$75)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$140 (-$11)
Filed 2026-10-08
NBT Bank, N.A.
DECREASED
Shares1 from 801
Change-800 (-100%)
Value$70 (-$60.6K)
Filed 2026-10-21
Newport Capital Group, LLC
CLOSED
Shares0 from 41,282
Change-41,282 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-16
Paragon Capital Management Ltd
CLOSED
Shares0 from 4,685
Change-4,685 (-100%)
Value$0 (-$354.7K)
Filed 2026-10-09
Worth Financial Advisory Group, LLC
CLOSED
Shares0 from 2,867
Change-2,867 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-19
Ehrlich Financial Group
CLOSED
Shares0 from 2,816
Change-2,816 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-20
Simplex Trading, LLC
CLOSED
Shares0 from 1,098
Change-1,098 (-100%)
Value$0 (-$83.1K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-02
West Financial Advisors, LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Fifth Third Bancorp
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$339)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$303)
Filed 2026-10-27
Hills Bank & Trust Co
N/A
Shares— from 749,512
Change-749,512 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 538,474
Change-538,474 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 329,563
Change-329,563 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 254,990
Change-254,990 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 247,119
Change-247,119 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 152,505
Change-152,505 (-100%)
Value—
State Street Corp
N/A
Shares— from 142,200
Change-142,200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 120,143
Change-120,143 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 92,524
Change-92,524 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 84,924
Change-84,924 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 81,484
Change-81,484 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 76,812
Change-76,812 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 76,584
Change-76,584 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 72,256
Change-72,256 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 69,263
Change-69,263 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 57,313
Change-57,313 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 53,774
Change-53,774 (-100%)
Value—
FMR LLC
N/A
Shares— from 53,745
Change-53,745 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 53,355
Change-53,355 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 50,033
Change-50,033 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 44,122
Change-44,122 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,585
Change-41,585 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 38,474
Change-38,474 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 38,071
Change-38,071 (-100%)
Value—
UBS Group AG
N/A
Shares— from 36,436
Change-36,436 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 30,032
Change-30,032 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 27,091
Change-27,091 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 21,715
Change-21,715 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,414
Change-19,414 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,073
Change-19,073 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,144
Change-18,144 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 16,763
Change-16,763 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 16,295
Change-16,295 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 15,683
Change-15,683 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,172
Change-12,172 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,574
Change-11,574 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,542
Change-11,542 (-100%)
Value—
EFG International AG
N/A
Shares— from 11,155
Change-11,155 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,643
Change-10,643 (-100%)
Value—
Amundi
N/A
Shares— from 10,374
Change-10,374 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,071
Change-9,071 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 8,771
Change-8,771 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,735
Change-5,735 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,991
Change-4,991 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 657
Change-657 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 545
Change-545 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 520
Change-520 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Collier Financial
N/A
Shares— from 300
Change-300 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 278
Change-278 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 33
Change-33 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Wealth Architects, LLC
INCREASED688,885656,485+32,400+5%$49.7M$48.2M-$1.5M2026-11-03
Tower Trust & Investment Co
INCREASED195,377188,099+7,278+4%$14.2M$13.7M-$576.4K2026-10-28
Warren Street Wealth Advisors, LLC
INCREASED161,715155,331+6,384+4%$11.8M$11.3M-$451.3K2026-11-04
D.A. Davidson & Co.
INCREASED137,32144,507+92,814+209%$3.4M$9.6M+$6.2M2026-10-28
Citizens Financial Group Inc
DECREASED87,47788,437-960-1%$6.7M$6.1M-$578.3K2026-10-23
Ironsides Asset Advisors, LLC
DECREASED85,73786,166-4290%$6.5M$6.0M-$528.0K2026-10-20
CX Institutional
INCREASED70,45069,836+614+1%$5.3K$4.9K-$3602026-10-02
Naples Global Advisors, LLC
INCREASED45,84044,640+1,200+3%$3.4M$3.2M-$174.1K2026-11-05
Tableaux LLC
INCREASED42,73835,655+7,083+20%$2.7M$3.0M+$289.2K2026-10-23
Hedeker Wealth, LLC
INCREASED37,46935,363+2,106+6%$2.7M$2.6M-$57.1K2026-10-23
Breakwater Investment Management
DECREASED25,68228,941-3,259-11%$2.2M$1.8M-$395.1K2026-10-20
Kestra Advisory Services, LLC
INCREASED23,84423,668+176+1%$1.8M$1.7M-$124.5K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED17,03316,032+1,001+6%$1.2M$1.2M-$22.7K2026-10-30
Waldron Private Wealth LLC
UNCHANGED15,77015,77000%$1.2M$1.1M-$91.2K2026-11-02
Keybank National Association
INCREASED13,61313,110+503+4%$992.6K$952.0K-$40.6K2026-11-04
Farther Finance Advisors, LLC
DECREASED11,32211,347-250%$859.1K$791.8K-$67.3K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED10,1267,850+2,276+29%$594.0K$708-$593.3K2026-11-02
WealthPoint Financial, LLC
INCREASED8,8718,211+660+8%$621.7K$620.3K-$1.3K2026-11-03
Commonwealth Equity Services, LLC
DECREASED8,4558,694-239-3%$658.2K$591.2K-$67.0K2026-11-02
Sincerus Advisory, LLC
DECREASED7,5497,590-41-1%$574.7K$527.9K-$46.8K2026-10-09
Park Avenue Securities LLC
DECREASED7,5017,963-462-6%$603.0K$525-$602.5K2026-10-26
Sage Financial Group Inc
INCREASED5,9895,458+531+10%$413.2K$418.8K+$5.6K2026-10-27
WMG Financial Advisors, LLC
UNCHANGED5,6005,60000%$424.0K$424.0K$02026-10-28
Visionary Wealth Advisors
INCREASED5,3094,957+352+7%$375.3K$371.3K-$4.0K2026-11-04
Ethic Inc.
NEW4,340—+4,340——$303.5K—2026-11-03
Compound Planning, Inc.
NEW4,026—+4,026——$281.5K—2026-11-05
Castle Rock Wealth Management, LLC
UNCHANGED3,8603,86000%$289.0K$276.1K-$12.9K2026-10-09
Boltwood Capital Management
INCREASED3,7013,700+1+0%$280.1K$258.8K-$21.3K2026-10-02
FSM Wealth Advisors, LLC
INCREASED3,6333,613+20+1%$273.6K$256.9K-$16.7K2026-10-27
Econ Financial Services Corp
NEW3,300—+3,300——$230.8K—2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED2,9312,741+190+7%$208.4K$207.3K-$1.1K2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED2,4202,42000%$181.3K$168.9K-$12.4K2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED77077000%$58.3K$53.8K-$4.5K2026-11-03
William Mack & Associates, Inc.
NEW531—+531——$37.1K—2026-10-27
Assetmark, Inc
INCREASED530476+54+11%$36.0K$37.1K+$1.0K2026-10-21
Parallel Advisors, LLC
UNCHANGED30030000%$22.7K$21.0K-$1.7K2026-11-03
Triumph Capital Management
NEW287—+287——$20.1K—2026-10-14
AlphaCore Capital LLC
UNCHANGED25625600%$19.4K$17.9K-$1.5K2026-11-04
Atwood & Palmer Inc
NEW250—+250——$17.5K—2026-10-08
Private Trust Co NA
INCREASED200140+60+43%$10.6K$14.0K+$3.4K2026-10-20
Realta Investment Advisors
UNCHANGED20020000%$15.1K$14.0K-$1.2K2026-10-14
First Pacific Financial
UNCHANGED18718700%$14.2K$13.1K-$1.1K2026-10-14
Rossby Financial, LCC
NEW67—+67——$4.7K—2026-11-05
Latitude Advisors, LLC
NEW44—+44——$3.1K—2026-10-27
Signature Equity Partners, LLC
UNCHANGED414100%$3.1K$2.9K-$2372026-10-29
IFP Advisors, Inc
UNCHANGED353500%$2.7K$2.4K-$2022026-10-16
Allspring Global Investments Holdings, LLC
UNCHANGED191900%$1.4K$1.3K-$1112026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED161600%$1.2K$1.1K-$922026-10-16
US Bancorp \de\
UNCHANGED131300%$984$909-$752026-11-05
CoreCap Advisors, LLC
UNCHANGED2200%$151$140-$112026-10-08
NBT Bank, N.A.
DECREASED1801-800-100%$60.6K$70-$60.6K2026-10-21
Newport Capital Group, LLC
CLOSED041,282-41,282-100%$3.1M$0-$3.1M2026-10-16
Paragon Capital Management Ltd
CLOSED04,685-4,685-100%$354.7K$0-$354.7K2026-10-09
Worth Financial Advisory Group, LLC
CLOSED02,867-2,867-100%$217.1K$0-$217.1K2026-10-19
Ehrlich Financial Group
CLOSED02,816-2,816-100%$213.2K$0-$213.2K2026-10-20
Simplex Trading, LLC
CLOSED01,098-1,098-100%$83.1K$0-$83.1K2026-11-04
International Assets Investment Management, LLC
CLOSED062-62-100%$4.6K$0-$4.6K2026-11-02
West Financial Advisors, LLC
CLOSED029-29-100%$2.2K$0-$2.2K2026-10-22
Cornerstone Planning Group LLC
CLOSED020-20-100%$1.5K$0-$1.5K2026-10-16
Fifth Third Bancorp
CLOSED04-4-100%$339$0-$3392026-11-05
Comprehensive Financial Planning, Inc.
CLOSED04-4-100%$303$0-$3032026-10-27
Hills Bank & Trust Co
N/A—749,512-749,512-100%$56.7M———
LPL Financial LLC
N/A—538,474-538,474-100%$40.8M———
Mariner, LLC
N/A—329,563-329,563-100%$25.0M———
Wharton Business Group, LLC
N/A—254,990-254,990-100%$19.3M———
Jane Street Group, LLC
N/A—247,119-247,119-100%$18.7M———
Baker Avenue Asset Management, LP
N/A—152,505-152,505-100%$11.5M———
State Street Corp
N/A—142,200-142,200-100%$10.8M———
Morgan Stanley
N/A—120,143-120,143-100%$9.1M———
Clark Capital Management Group, Inc.
N/A—92,524-92,524-100%$7.0M———
Envestnet Asset Management Inc
N/A—84,924-84,924-100%$6.4M———
Beacon Pointe Advisors, LLC
N/A—81,484-81,484-100%$6.2M———
CIBC World Market Inc.
N/A—76,812-76,812-100%$5.8M———
Wells Fargo & Company
N/A—76,584-76,584-100%$5.8M———
Citadel Advisors LLC
N/A—72,256-72,256-100%$5.5M———
MAI Capital Management
N/A—69,263-69,263-100%$5.2M———
HighTower Advisors, LLC
N/A—57,313-57,313-100%$4.3M———
Oxford Financial Group, Ltd. LLC
N/A—53,774-53,774-100%$4.1M———
FMR LLC
N/A—53,745-53,745-100%$4.1M———
Scotia Capital Inc.
N/A—53,355-53,355-100%$4.0M———
Bank of America Corp
N/A—50,033-50,033-100%$3.8M———
Sequoia Financial Advisors, LLC
N/A—44,122-44,122-100%$3.3M———
Raymond James Financial Inc
N/A—41,585-41,585-100%$3.1M———
Orion Porfolio Solutions, LLC
N/A—40,000-40,000-100%$3.0M———
Rathbones Group PLC
N/A—38,474-38,474-100%$2.9M———
Cetera Investment Advisers
N/A—38,071-38,071-100%$2.9M———
UBS Group AG
N/A—36,436-36,436-100%$2.8M———
Prime Buchholz LLC
N/A—30,032-30,032-100%$2.3M———
Pathstone Holdings, LLC
N/A—27,091-27,091-100%$2.1M———
Flow Traders U.S. LLC
N/A—21,715-21,715-100%$1.6M———
Global Retirement Partners, LLC
N/A—19,414-19,414-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—19,073-19,073-100%$1.4M———
MML Investors Services, LLC
N/A—18,144-18,144-100%$1.4M———
AlTi Global, Inc.
N/A—16,763-16,763-100%$1.3M———
Nikulski Financial, Inc.
N/A—16,295-16,295-100%$1.2M———
Comprehensive Money Management Services LLC
N/A—15,683-15,683-100%$1.2M———
Osaic Holdings, Inc.
N/A—14,162-14,162-100%$1.1M———
Jones Financial Companies Lllp
N/A—12,172-12,172-100%$935.9K———
JPMorgan Chase & Co
N/A—11,574-11,574-100%$887.4K———
Arax Advisory Partners
N/A—11,542-11,542-100%$873.8K———
EFG International AG
N/A—11,155-11,155-100%$844.5K———
Stratos Wealth Partners, Ltd.
N/A—10,643-10,643-100%$805.8K———
Amundi
N/A—10,374-10,374-100%$785.4K———
Royal Bank of Canada
N/A—9,071-9,071-100%$686.0K———
Virtu Financial LLC
N/A—8,771-8,771-100%$664.0K———
Principal Securities, Inc.
N/A—8,354-8,354-100%$632.5K———
Northwestern Mutual Wealth Management Co
N/A—7,816-7,816-100%$591.8K———
NorthCoast Asset Management LLC
N/A—7,736-7,736-100%$585.7K———
Bank of Montreal
N/A—6,957-6,957-100%$526.7K———
Wescott Financial Advisory Group, LLC
N/A—6,836-6,836-100%$517.6K———
Mutual Advisors, LLC
N/A—6,195-6,195-100%$469.0K———
Betterment LLC
N/A—6,060-6,060-100%$459.0K———
Steward Partners Investment Advisory, LLC
N/A—5,935-5,935-100%$449.3K———
Cerity Partners LLC
N/A—5,735-5,735-100%$434.2K———
Private Advisor Group, LLC
N/A—5,471-5,471-100%$414.2K———
Hilltop Holdings Inc.
N/A—4,991-4,991-100%$377.9K———
Susquehanna International Group, LLP
N/A—4,973-4,973-100%$376.5K———
GTS Securities LLC
N/A—4,350-4,350-100%$329.3K———
Focus Partners Wealth
N/A—3,649-3,649-100%$276.3K———
Sanctuary Advisors, LLC
N/A—3,427-3,427-100%$259.5K———
Liberty Wealth Management LLC
N/A—3,281-3,281-100%$249.4K———
Captrust Financial Advisors
N/A—3,138-3,138-100%$237.6K———
Goldman Sachs Group Inc
N/A—2,745-2,745-100%$207.8K———
Austin Wealth Management, LLC
N/A—2,640-2,640-100%$201.3K———
EP Wealth Advisors, LLC
N/A—1,632-1,632-100%$123.6K———
Godfrey Financial Associates, Inc.
N/A—1,486-1,486-100%$112.5K———
AE Wealth Management LLC
N/A—1,145-1,145-100%$86.7K———
National Bank of Canada
N/A—1,125-1,125-100%$85.2K———
Consultiva Wealth Management, Corp.
N/A—1,075-1,075-100%$81.4K———
BlackRock, Inc.
N/A—850-850-100%$64.4K———
Federation des caisses Desjardins du Quebec
N/A—657-657-100%$49.7K———
Harbour Investments, Inc.
N/A—545-545-100%$41.3K———
Copia Wealth Management
N/A—520-520-100%$39.4K———
Capital Analysts, LLC
N/A—350-350-100%$26———
N.E.W. Advisory Services LLC
N/A—319-319-100%$24.2K———
Collier Financial
N/A—300-300-100%$22.7K———
PNC Financial Services Group, Inc.
N/A—297-297-100%$22.5K———
Whittier Trust Co
N/A—278-278-100%$21.2K———
Aptus Capital Advisors, LLC
N/A—204-204-100%$15.4K———
UBS Asset Management Americas LLC
N/A—65-65-100%$4.9K———
Strategic Investment Solutions, Inc.
N/A—63-63-100%$4.8K———
WealthShield Partners, LLC
N/A—43-43-100%$3.3K———
Rockefeller Capital Management L.P.
N/A—33-33-100%$2.5K———
NewEdge Advisors, LLC
N/A—10-10-100%$757———
Showing 144 of 144 institutions