SS Spdr S&P Cap Mkts ETF (KCE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Meitav Investment House LTD

UNCHANGED

Shares246,277 from 246,277

Change0 (0%)

Value$38.0M (+$1.7M)

Filed 2026-10-28

Thrivent Financial for Lutherans

INCREASED

Shares158,009 from 154,704

Change+3,305 (+2%)

Value$24.4K (-$22.8M)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares127,025 from 119,008

Change+8,017 (+7%)

Value$19.6M (+$2.1M)

Filed 2026-11-06

Royal Fund Management, LLC

INCREASED

Shares56,873 from 54,508

Change+2,365 (+4%)

Value$8.8M (+$740.9K)

Filed 2026-10-22

Fisher Asset Management, LLC

DECREASED

Shares50,030 from 50,777

Change-747 (-1%)

Value$7.7M (+$235.4K)

Filed 2026-11-06

Accel Wealth Management

INCREASED

Shares29,297 from 27,798

Change+1,499 (+5%)

Value$4.5M (+$423.0K)

Filed 2026-10-13

TigerOak Management, L.L.C.

INCREASED

Shares28,947 from 28,881

Change+66 (+0%)

Value$4.5M (+$209.6K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares20,138 from 7,618

Change+12,520 (+164%)

Value$3.1K (-$1.1M)

Filed 2026-11-02

Imc-Chicago, LLC

INCREASED

Shares16,234 from 12,454

Change+3,780 (+30%)

Value$2.5M (+$668.6K)

Filed 2026-11-05

Wespac Advisors SoCal, LLC

INCREASED

Shares13,102 from 12,919

Change+183 (+1%)

Value$2.0M (+$117.4K)

Filed 2026-10-13

Merit Financial Group, LLC

DECREASED

Shares10,394 from 11,489

Change-1,095 (-10%)

Value$1.6M (-$89.5K)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares8,982 from 10,594

Change-1,612 (-15%)

Value$1.4M (-$175.4K)

Filed 2026-10-08

Bank of New York Mellon Corp

NEW

Shares8,409

Change+8,409

Value$1.3M

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

NEW

Shares8,273

Change+8,273

Value$1.3M

Filed 2026-11-04

Global Financial Private Client, LLC

DECREASED

Shares7,495 from 7,500

Change-5 (0%)

Value$1.2M (+$51.0K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

UNCHANGED

Shares7,440 from 7,440

Change0 (0%)

Value$1.1M (+$51.4K)

Filed 2026-11-06

Grimes & Co Wealth Management, LLC

DECREASED

Shares4,125 from 9,674

Change-5,549 (-57%)

Value$635.8K (-$788.5K)

Filed 2026-10-29

Worthington Financial Partners, LLC

INCREASED

Shares3,926 from 3,910

Change+16 (+0%)

Value$605.1K (+$29.4K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares3,352 from 3,247

Change+105 (+3%)

Value$516.7K (+$38.5K)

Filed 2026-11-02

HF Advisory Group, LLC

INCREASED

Shares2,728 from 2,721

Change+7 (+0%)

Value$420.6K (+$20.0K)

Filed 2026-10-09

Baker Avenue Asset Management, LP

NEW

Shares2,524

Change+2,524

Value$389.0K

Filed 2026-11-06

Harel Insurance Investments & Financial Services Ltd.

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$385 (-$367.6K)

Filed 2026-11-02

Money Concepts Capital Corp

DECREASED

Shares2,030 from 9,646

Change-7,616 (-79%)

Value$312.9K (-$1.1M)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

NEW

Shares1,738

Change+1,738

Value$267.9K

Filed 2026-11-05

Kestra Advisory Services, LLC

DECREASED

Shares1,728 from 1,858

Change-130 (-7%)

Value$266.3K (-$7.3K)

Filed 2026-11-02

Cambiar Investors LLC

NEW

Shares1,708

Change+1,708

Value$263.3K

Filed 2026-11-04

Indivisible Partners

NEW

Shares1,616

Change+1,616

Value$249.1K

Filed 2026-10-26

Fifth Third Bancorp

INCREASED

Shares1,447 from 166

Change+1,281 (+772%)

Value$223.0K (+$198.5K)

Filed 2026-11-05

Csenge Advisory Group

DECREASED

Shares1,381 from 1,878

Change-497 (-26%)

Value$212.9K (-$63.6K)

Filed 2026-11-04

Larson Financial Group LLC

DECREASED

Shares949 from 1,003

Change-54 (-5%)

Value$146.3K (-$1.4K)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares451 from 432

Change+19 (+4%)

Value$69.5K (+$5.9K)

Filed 2026-10-21

Allworth Financial LP

UNCHANGED

Shares383 from 383

Change0 (0%)

Value$56.4K ($0)

Filed 2026-11-06

Provenance Wealth Advisors, LLC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$34.7K (+$1.6K)

Filed 2026-10-30

Main Street Group, LTD

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$22.4K (+$1.0K)

Filed 2026-10-28

US Bancorp \de\

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$21.6K (+$967)

Filed 2026-11-05

Asset Dedication, LLC

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$13.1K (+$586)

Filed 2026-11-03

Lanark Financial, Inc.

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$10.8K (+$484)

Filed 2026-10-26

Parallel Advisors, LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$7.6K (+$366)

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

DECREASED

Shares45 from 47

Change-2 (-4%)

Value$6.9K (+$16)

Filed 2026-11-03

City Holding Co

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$6.9K (+$311)

Filed 2026-10-19

GK Wealth Management LLC

NEW

Shares40

Change+40

Value$6.2K

Filed 2026-10-09

Independence Bank of Kentucky

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$3.9K (+$173)

Filed 2026-10-26

Beutel, Goodman & Co Ltd.

NEW

Shares20

Change+20

Value$3

Filed 2026-11-04

Cranbrook Wealth Management, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$3.1K (+$138)

Filed 2026-10-28

Central Pacific Bank - Trust Division

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$2.8K (+$125)

Filed 2026-10-06

IFP Advisors, Inc

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$2.6K (+$117)

Filed 2026-10-16

CoreCap Advisors, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$2.0K (+$90)

Filed 2026-10-08

Cullen T Bankers, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.5K (+$69)

Filed 2026-10-28

Headland Capital, LLC

CLOSED

Shares0 from 1,664

Change-1,664 (-100%)

Value$0 (-$245.0K)

Filed 2026-11-06

MCF Advisors LLC

CLOSED

Shares0 from 176

Change-176 (-100%)

Value$0 (-$26.0K)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 58

Change-58 (-100%)

Value$0 (-$8.7K)

Filed 2026-11-02

Bank of America Corp

N/A

Shares— from 699,851

Change-699,851 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 142,242

Change-142,242 (-100%)

Value—

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

N/A

Shares— from 138,163

Change-138,163 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 63,354

Change-63,354 (-100%)

Value—

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

N/A

Shares— from 47,687

Change-47,687 (-100%)

Value—

UBS Group AG

N/A

Shares— from 28,494

Change-28,494 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 26,897

Change-26,897 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 26,731

Change-26,731 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 24,417

Change-24,417 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 23,046

Change-23,046 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 22,347

Change-22,347 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,911

Change-13,911 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 13,613

Change-13,613 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,654

Change-11,654 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 11,338

Change-11,338 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 9,362

Change-9,362 (-100%)

Value—

Amica Mutual Insurance Co

N/A

Shares— from 6,701

Change-6,701 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 5,656

Change-5,656 (-100%)

Value—

Stephens Inc

N/A

Shares— from 5,458

Change-5,458 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,113

Change-5,113 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,017

Change-5,017 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,619

Change-4,619 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 4,372

Change-4,372 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,506

Change-3,506 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 3,372

Change-3,372 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,311

Change-3,311 (-100%)

Value—

Anchor Bay Capital, Inc.

N/A

Shares— from 2,670

Change-2,670 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,526

Change-2,526 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,164

Change-2,164 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,112

Change-2,112 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,799

Change-1,799 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 1,748

Change-1,748 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,693

Change-1,693 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 1,678

Change-1,678 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 1,604

Change-1,604 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,453

Change-1,453 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 1,242

Change-1,242 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,213

Change-1,213 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,010

Change-1,010 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 627

Change-627 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 598

Change-598 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 499

Change-499 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 488

Change-488 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 469

Change-469 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 370

Change-370 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 190

Change-190 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 144

Change-144 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 112

Change-112 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 110

Change-110 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 93

Change-93 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 44

Change-44 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

Blair William & Co

N/A

Shares— from 42

Change-42 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

ARK Investment Management LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 5

Change-5 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Meitav Investment House LTD	UNCHANGED	246,277	246,277	0	0%	$36.3M	$38.0M	+$1.7M	2026-10-28
Thrivent Financial for Lutherans	INCREASED	158,009	154,704	+3,305	+2%	$22.8M	$24.4K	-$22.8M	2026-11-05
LPL Financial LLC	INCREASED	127,025	119,008	+8,017	+7%	$17.5M	$19.6M	+$2.1M	2026-11-06
Royal Fund Management, LLC	INCREASED	56,873	54,508	+2,365	+4%	$8.0M	$8.8M	+$740.9K	2026-10-22
Fisher Asset Management, LLC	DECREASED	50,030	50,777	-747	-1%	$7.5M	$7.7M	+$235.4K	2026-11-06
Accel Wealth Management	INCREASED	29,297	27,798	+1,499	+5%	$4.1M	$4.5M	+$423.0K	2026-10-13
TigerOak Management, L.L.C.	INCREASED	28,947	28,881	+66	+0%	$4.3M	$4.5M	+$209.6K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	20,138	7,618	+12,520	+164%	$1.1M	$3.1K	-$1.1M	2026-11-02
Imc-Chicago, LLC	INCREASED	16,234	12,454	+3,780	+30%	$1.8M	$2.5M	+$668.6K	2026-11-05
Wespac Advisors SoCal, LLC	INCREASED	13,102	12,919	+183	+1%	$1.9M	$2.0M	+$117.4K	2026-10-13
Merit Financial Group, LLC	DECREASED	10,394	11,489	-1,095	-10%	$1.7M	$1.6M	-$89.5K	2026-11-06
Farther Finance Advisors, LLC	DECREASED	8,982	10,594	-1,612	-15%	$1.6M	$1.4M	-$175.4K	2026-10-08
Bank of New York Mellon Corp	NEW	8,409	—	+8,409	—	—	$1.3M	—	2026-11-05
Allspring Global Investments Holdings, LLC	NEW	8,273	—	+8,273	—	—	$1.3M	—	2026-11-04
Global Financial Private Client, LLC	DECREASED	7,495	7,500	-5	0%	$1.1M	$1.2M	+$51.0K	2026-10-15
PNC Financial Services Group, Inc.	UNCHANGED	7,440	7,440	0	0%	$1.1M	$1.1M	+$51.4K	2026-11-06
Grimes & Co Wealth Management, LLC	DECREASED	4,125	9,674	-5,549	-57%	$1.4M	$635.8K	-$788.5K	2026-10-29
Worthington Financial Partners, LLC	INCREASED	3,926	3,910	+16	+0%	$575.7K	$605.1K	+$29.4K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	3,352	3,247	+105	+3%	$478.1K	$516.7K	+$38.5K	2026-11-02
HF Advisory Group, LLC	INCREASED	2,728	2,721	+7	+0%	$400.6K	$420.6K	+$20.0K	2026-10-09
Baker Avenue Asset Management, LP	NEW	2,524	—	+2,524	—	—	$389.0K	—	2026-11-06
Harel Insurance Investments & Financial Services Ltd.	UNCHANGED	2,500	2,500	0	0%	$368.0K	$385	-$367.6K	2026-11-02
Money Concepts Capital Corp	DECREASED	2,030	9,646	-7,616	-79%	$1.4M	$312.9K	-$1.1M	2026-11-06
J.W. Cole Advisors, Inc.	NEW	1,738	—	+1,738	—	—	$267.9K	—	2026-11-05
Kestra Advisory Services, LLC	DECREASED	1,728	1,858	-130	-7%	$273.6K	$266.3K	-$7.3K	2026-11-02
Cambiar Investors LLC	NEW	1,708	—	+1,708	—	—	$263.3K	—	2026-11-04
Indivisible Partners	NEW	1,616	—	+1,616	—	—	$249.1K	—	2026-10-26
Fifth Third Bancorp	INCREASED	1,447	166	+1,281	+772%	$24.5K	$223.0K	+$198.5K	2026-11-05
Csenge Advisory Group	DECREASED	1,381	1,878	-497	-26%	$276.5K	$212.9K	-$63.6K	2026-11-04
Larson Financial Group LLC	DECREASED	949	1,003	-54	-5%	$147.7K	$146.3K	-$1.4K	2026-11-05
Assetmark, Inc	INCREASED	451	432	+19	+4%	$63.6K	$69.5K	+$5.9K	2026-10-21
Allworth Financial LP	UNCHANGED	383	383	0	0%	$56.4K	$56.4K	$0	2026-11-06
Provenance Wealth Advisors, LLC	UNCHANGED	225	225	0	0%	$33.1K	$34.7K	+$1.6K	2026-10-30
Main Street Group, LTD	UNCHANGED	145	145	0	0%	$21.3K	$22.4K	+$1.0K	2026-10-28
US Bancorp \de\	UNCHANGED	140	140	0	0%	$20.6K	$21.6K	+$967	2026-11-05
Asset Dedication, LLC	UNCHANGED	85	85	0	0%	$12.5K	$13.1K	+$586	2026-11-03
Lanark Financial, Inc.	UNCHANGED	70	70	0	0%	$10.3K	$10.8K	+$484	2026-10-26
Parallel Advisors, LLC	UNCHANGED	49	49	0	0%	$7.3K	$7.6K	+$366	2026-11-03
Ashton Thomas Private Wealth, LLC	DECREASED	45	47	-2	-4%	$6.9K	$6.9K	+$16	2026-11-03
City Holding Co	UNCHANGED	45	45	0	0%	$6.6K	$6.9K	+$311	2026-10-19
GK Wealth Management LLC	NEW	40	—	+40	—	—	$6.2K	—	2026-10-09
Independence Bank of Kentucky	UNCHANGED	25	25	0	0%	$3.7K	$3.9K	+$173	2026-10-26
Beutel, Goodman & Co Ltd.	NEW	20	—	+20	—	—	$3	—	2026-11-04
Cranbrook Wealth Management, LLC	UNCHANGED	20	20	0	0%	$2.9K	$3.1K	+$138	2026-10-28
Central Pacific Bank - Trust Division	UNCHANGED	18	18	0	0%	$2.7K	$2.8K	+$125	2026-10-06
IFP Advisors, Inc	UNCHANGED	17	17	0	0%	$2.5K	$2.6K	+$117	2026-10-16
CoreCap Advisors, LLC	UNCHANGED	13	13	0	0%	$1.9K	$2.0K	+$90	2026-10-08
Cullen T Bankers, Inc.	UNCHANGED	10	10	0	0%	$1.5K	$1.5K	+$69	2026-10-28
Headland Capital, LLC	CLOSED	0	1,664	-1,664	-100%	$245.0K	$0	-$245.0K	2026-11-06
MCF Advisors LLC	CLOSED	0	176	-176	-100%	$26.0K	$0	-$26.0K	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	58	-58	-100%	$8.7K	$0	-$8.7K	2026-11-02
Bank of America Corp	N/A	—	699,851	-699,851	-100%	$103.0M	—	—	—
Morgan Stanley	N/A	—	142,242	-142,242	-100%	$20.9M	—	—	—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	N/A	—	138,163	-138,163	-100%	$20.3M	—	—	—
Royal Bank of Canada	N/A	—	63,354	-63,354	-100%	$9.3M	—	—	—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	N/A	—	47,687	-47,687	-100%	$7.0M	—	—	—
UBS Group AG	N/A	—	28,494	-28,494	-100%	$4.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	26,897	-26,897	-100%	$4.0M	—	—	—
MML Investors Services, LLC	N/A	—	26,731	-26,731	-100%	$3.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	24,417	-24,417	-100%	$3.6M	—	—	—
Raymond James Financial Inc	N/A	—	23,046	-23,046	-100%	$3.4M	—	—	—
HighTower Advisors, LLC	N/A	—	22,347	-22,347	-100%	$3.3M	—	—	—
Stifel Financial Corp	N/A	—	13,911	-13,911	-100%	$2.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	13,613	-13,613	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	11,654	-11,654	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	11,338	-11,338	-100%	$1.7M	—	—	—
GTS Securities LLC	N/A	—	9,362	-9,362	-100%	$1.4M	—	—	—
Amica Mutual Insurance Co	N/A	—	6,701	-6,701	-100%	$987.0K	—	—	—
Arkadios Wealth Advisors	N/A	—	5,656	-5,656	-100%	$832.8K	—	—	—
Stephens Inc	N/A	—	5,458	-5,458	-100%	$803.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,113	-5,113	-100%	$753.5K	—	—	—
Private Advisor Group, LLC	N/A	—	5,017	-5,017	-100%	$738.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,619	-4,619	-100%	$680.0K	—	—	—
XTX Topco Ltd	N/A	—	4,372	-4,372	-100%	$643.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,506	-3,506	-100%	$516.2K	—	—	—
Wealthfront Advisers LLC	N/A	—	3,372	-3,372	-100%	$496.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,311	-3,311	-100%	$487.5K	—	—	—
Anchor Bay Capital, Inc.	N/A	—	2,670	-2,670	-100%	$436.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,526	-2,526	-100%	$372.0K	—	—	—
Jane Street Group, LLC	N/A	—	2,164	-2,164	-100%	$318.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,112	-2,112	-100%	$311.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,799	-1,799	-100%	$264.8K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	1,748	-1,748	-100%	$257.4K	—	—	—
FMR LLC	N/A	—	1,693	-1,693	-100%	$249.3K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	1,678	-1,678	-100%	$247.1K	—	—	—
Focus Partners Wealth	N/A	—	1,604	-1,604	-100%	$236.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,453	-1,453	-100%	$213.9K	—	—	—
Tidemark, LLC	N/A	—	1,242	-1,242	-100%	$182.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,213	-1,213	-100%	$178.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,010	-1,010	-100%	$148.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	627	-627	-100%	$92.3K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	598	-598	-100%	$88.0K	—	—	—
AE Wealth Management LLC	N/A	—	499	-499	-100%	$73.5K	—	—	—
Brown Brothers Harriman & Co	N/A	—	488	-488	-100%	$71.9K	—	—	—
Wells Fargo & Company	N/A	—	469	-469	-100%	$69.0K	—	—	—
BFC Planning, Inc.	N/A	—	370	-370	-100%	$54.5K	—	—	—
Harbour Investments, Inc.	N/A	—	190	-190	-100%	$28.0K	—	—	—
IFG Advisory, LLC	N/A	—	144	-144	-100%	$21.1K	—	—	—
Franklin Resources Inc	N/A	—	112	-112	-100%	$16.5K	—	—	—
Nova Wealth Management, Inc.	N/A	—	110	-110	-100%	$16.2K	—	—	—
Orion Capital Management LLC	N/A	—	93	-93	-100%	$13.8K	—	—	—
Waverly Advisors, LLC	N/A	—	65	-65	-100%	$9.6K	—	—	—
Huntington National Bank	N/A	—	44	-44	-100%	$6.5K	—	—	—
Lazard Asset Management LLC	N/A	—	44	-44	-100%	$6.5K	—	—	—
Blair William & Co	N/A	—	42	-42	-100%	$6.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	29	-29	-100%	$4.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	25	-25	-100%	$3.7K	—	—	—
ARK Investment Management LLC	N/A	—	19	-19	-100%	$2.8K	—	—	—
Hollencrest Capital Management	N/A	—	5	-5	-100%	$736	—	—	—
Hantz Financial Services, Inc.	N/A	—	4	-4	-100%	$1	—	—	—

Showing 110 of 110 institutions