IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Spdr S&P Insurance ETF (KIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Factory Mutual Insurance Co
DECREASED
Shares264,300 from 311,850
Change-47,550 (-15%)
Value$15.5M (-$3.6M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares245,950 from 227,998
Change+17,952 (+8%)
Value$14.4M (+$482.5K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares156,103 from 272,199
Change-116,096 (-43%)
Value$9.1M (-$7.5M)
Filed 2026-11-04
Cumberland Advisors Inc
DECREASED
Shares119,670 from 123,140
Change-3,470 (-3%)
Value$7.0M (-$509.6K)
Filed 2026-10-30
Exchange Traded Concepts, LLC
NEW
Shares110,389
Change+110,389
Value$6.5M
Filed 2026-10-28
Triangle Securities Wealth Management
INCREASED
Shares78,600 from 75,092
Change+3,508 (+5%)
Value$4.6M (+$18.2K)
Filed 2026-10-14
TCP Asset Management, LLC
DECREASED
Shares43,265 from 43,607
Change-342 (-1%)
Value$2.6M (-$96.6K)
Filed 2026-10-14
Thrivent Financial for Lutherans
UNCHANGED
Shares28,558 from 28,558
Change0 (0%)
Value$1.7K (-$1.7M)
Filed 2026-11-05
Toth Financial Advisory Corp
INCREASED
Shares23,829 from 15,897
Change+7,932 (+50%)
Value$1.4M (+$424.4K)
Filed 2026-10-08
Ellis Investment Partners, LLC
DECREASED
Shares23,595 from 24,591
Change-996 (-4%)
Value$1.4M (-$119.5K)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares22,503 from 21,654
Change+849 (+4%)
Value$1.3M (-$4.3K)
Filed 2026-11-04
AdvisorNet Financial, Inc
INCREASED
Shares21,909 from 1,123
Change+20,786 (+1851%)
Value$1.3M (+$1.3M)
Filed 2026-10-15
Oppenheimer & Co Inc
NEW
Shares21,760
Change+21,760
Value$1.3M
Filed 2026-10-26
Concurrent Investment Advisors, LLC
NEW
Shares20,192
Change+20,192
Value$1.2M
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares19,794 from 19,794
Change0 (0%)
Value$1.2M (-$49.3K)
Filed 2026-10-30
Dumont & Blake Investment Advisors LLC
NEW
Shares15,631
Change+15,631
Value$914.4K
Filed 2026-10-28
Thompson Siegel & Walmsley LLC
NEW
Shares14,317
Change+14,317
Value$838
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares11,473 from 12,808
Change-1,335 (-10%)
Value$671.2K (-$110.0K)
Filed 2026-11-02
Kaizen Financial Strategies
INCREASED
Shares8,600 from 7,350
Change+1,250 (+17%)
Value$503.1K (+$44.5K)
Filed 2026-10-09
Kestra Advisory Services, LLC
DECREASED
Shares8,564 from 17,473
Change-8,909 (-51%)
Value$501.0K (-$564.7K)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares6,920 from 7,665
Change-745 (-10%)
Value$404.8K (-$62.7K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,510 from 15,595
Change-9,085 (-58%)
Value$381 (-$950.6K)
Filed 2026-11-02
Avior Wealth Management, LLC
INCREASED
Shares6,396 from 6,377
Change+19 (+0%)
Value$374.2K (-$14.8K)
Filed 2026-10-13
Zinnia Wealth Advisory, LLC
DECREASED
Shares6,071 from 6,629
Change-558 (-8%)
Value$355.2K (-$49.1K)
Filed 2026-11-06
First Heartland Consultants, Inc.
INCREASED
Shares5,737 from 5,735
Change+2 (+0%)
Value$335.6K (-$14.2K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares5,655 from 3,784
Change+1,871 (+49%)
Value$330.8K (+$100.0K)
Filed 2026-11-05
AMG National Trust Bank
NEW
Shares5,407
Change+5,407
Value$316.3K
Filed 2026-11-05
Indivisible Partners
NEW
Shares5,259
Change+5,259
Value$307.7K
Filed 2026-10-26
Stonebridge Financial Group, LLC
NEW
Shares5,051
Change+5,051
Value$295.5K
Filed 2026-10-01
Segment Wealth Management, LLC
UNCHANGED
Shares4,460 from 4,460
Change0 (0%)
Value$260.9K (-$11.1K)
Filed 2026-10-26
Westco Advisory Services Inc
UNCHANGED
Shares3,705 from 3,705
Change0 (0%)
Value$216.7K (-$9.2K)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares3,415 from 3,415
Change0 (0%)
Value$199.8K (-$8.5K)
Filed 2026-10-08
Manchester Capital Management LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$193.1K (-$8.2K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares3,150 from 3,471
Change-321 (-9%)
Value$184.3K (-$27.4K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares2,853 from 2,653
Change+200 (+8%)
Value$166.9K (+$5.1K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,156 from 484
Change+1,672 (+345%)
Value$127.7K (+$97.0K)
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$121.4K (-$5.2K)
Filed 2026-10-05
Golden State Wealth Management, LLC
NEW
Shares1,696
Change+1,696
Value$99.2K
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares1,617 from 567
Change+1,050 (+185%)
Value$94.6K (+$60.0K)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares991 from 1,535
Change-544 (-35%)
Value$58.0K (-$35.6K)
Filed 2026-11-04
Provident Wealth Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$46.8K (-$2.0K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$46.6K (-$2.0K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$33.1K ($0)
Filed 2026-11-06
WPG Advisers, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$30.7K (-$1.3K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares520 from 540
Change-20 (-4%)
Value$30.4K (-$2.5K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares436 from 390
Change+46 (+12%)
Value$25.5K (+$1.7K)
Filed 2026-10-21
Russell Investments Group, Ltd.
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$22.5K (-$956)
Filed 2026-11-06
Main Street Group, LTD
DECREASED
Shares300 from 310
Change-10 (-3%)
Value$17.6K (-$1.4K)
Filed 2026-10-28
Trust Co of Vermont
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.6K (-$747)
Filed 2026-10-21
Laurel Wealth Advisors LLC
NEW
Shares210
Change+210
Value$12.3K
Filed 2026-10-27
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.7K (-$498)
Filed 2026-10-26
Key Capital Management, Inc
DECREASED
Shares166 from 176
Change-10 (-6%)
Value$9.7K (-$1.0K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$9.5K (-$405)
Filed 2026-10-05
North Star Investment Management Corp.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.9K (-$249)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
NEW
Shares58
Change+58
Value$3.4K
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.0K (-$129)
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.5K (-$107)
Filed 2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.4K (-$60)
Filed 2026-10-06
Clayton Financial Group LLC
NEW
Shares21
Change+21
Value$1.2K
Filed 2026-10-13
Abound Wealth Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$702 (-$30)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$351 (-$15)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$315 (-$13)
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares1
Change+1
Value$72
Filed 2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares0
Change0
Value$10
Filed 2026-10-14
Barclays PLC
CLOSED
Shares0 from 119,841
Change-119,841 (-100%)
Value$0 (-$7.3M)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 21,853
Change-21,853 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Vertex Investment Solutions Co., Ltd.
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$734.2K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,073
Change-7,073 (-100%)
Value$0 (-$431.4K)
Filed 2026-10-16
HB Wealth Management, LLC
CLOSED
Shares0 from 5,760
Change-5,760 (-100%)
Value$0 (-$351.3K)
Filed 2026-10-23
Jericho Financial, LLP
CLOSED
Shares0 from 3,524
Change-3,524 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 3,300
Change-3,300 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-23
Belvedere Trading LLC
CLOSED
Shares0 from 672
Change-672 (-100%)
Value$0 (-$41.0K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$5.6K)
Filed 2026-11-02
Copeland Capital Management, LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-13
Goldman Sachs Group Inc
N/A
Shares— from 1,655,606
Change-1,655,606 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 882,193
Change-882,193 (-100%)
Value—
UBS Group AG
N/A
Shares— from 520,550
Change-520,550 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 330,352
Change-330,352 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 247,889
Change-247,889 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 200,453
Change-200,453 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 165,700
Change-165,700 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 157,627
Change-157,627 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 127,336
Change-127,336 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 115,731
Change-115,731 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 106,710
Change-106,710 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 81,600
Change-81,600 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 75,100
Change-75,100 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,171
Change-73,171 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 71,741
Change-71,741 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 70,588
Change-70,588 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 60,330
Change-60,330 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 58,369
Change-58,369 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,460
Change-46,460 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 43,033
Change-43,033 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 39,448
Change-39,448 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 27,611
Change-27,611 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 25,204
Change-25,204 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,186
Change-23,186 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,161
Change-23,161 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 22,232
Change-22,232 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 19,099
Change-19,099 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,001
Change-19,001 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,960
Change-15,960 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,740
Change-15,740 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 13,455
Change-13,455 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,305
Change-13,305 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 13,120
Change-13,120 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,113
Change-13,113 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,045
Change-12,045 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,045
Change-12,045 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 11,066
Change-11,066 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Nwam LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,881
Change-6,881 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,881
Change-6,881 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 888
Change-888 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 447
Change-447 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 418
Change-418 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 373
Change-373 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 360
Change-360 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 285
Change-285 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 8
Change-8 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Factory Mutual Insurance Co
DECREASED264,300311,850-47,550-15%$19.0M$15.5M-$3.6M2026-10-30
LPL Financial LLC
INCREASED245,950227,998+17,952+8%$13.9M$14.4M+$482.5K2026-11-06
Citigroup Inc
DECREASED156,103272,199-116,096-43%$16.6M$9.1M-$7.5M2026-11-04
Cumberland Advisors Inc
DECREASED119,670123,140-3,470-3%$7.5M$7.0M-$509.6K2026-10-30
Exchange Traded Concepts, LLC
NEW110,389—+110,389——$6.5M—2026-10-28
Triangle Securities Wealth Management
INCREASED78,60075,092+3,508+5%$4.6M$4.6M+$18.2K2026-10-14
TCP Asset Management, LLC
DECREASED43,26543,607-342-1%$2.7M$2.6M-$96.6K2026-10-14
Thrivent Financial for Lutherans
UNCHANGED28,55828,55800%$1.7M$1.7K-$1.7M2026-11-05
Toth Financial Advisory Corp
INCREASED23,82915,897+7,932+50%$969.6K$1.4M+$424.4K2026-10-08
Ellis Investment Partners, LLC
DECREASED23,59524,591-996-4%$1.5M$1.4M-$119.5K2026-10-21
Lido Advisors, LLC
INCREASED22,50321,654+849+4%$1.3M$1.3M-$4.3K2026-11-04
AdvisorNet Financial, Inc
INCREASED21,9091,123+20,786+1851%$68.5K$1.3M+$1.3M2026-10-15
Oppenheimer & Co Inc
NEW21,760—+21,760——$1.3M—2026-10-26
Concurrent Investment Advisors, LLC
NEW20,192—+20,192——$1.2M—2026-10-16
Spire Wealth Management
UNCHANGED19,79419,79400%$1.2M$1.2M-$49.3K2026-10-30
Dumont & Blake Investment Advisors LLC
NEW15,631—+15,631——$914.4K—2026-10-28
Thompson Siegel & Walmsley LLC
NEW14,317—+14,317——$838—2026-11-05
Commonwealth Equity Services, LLC
DECREASED11,47312,808-1,335-10%$781.2K$671.2K-$110.0K2026-11-02
Kaizen Financial Strategies
INCREASED8,6007,350+1,250+17%$458.6K$503.1K+$44.5K2026-10-09
Kestra Advisory Services, LLC
DECREASED8,56417,473-8,909-51%$1.1M$501.0K-$564.7K2026-11-02
Fifth Third Securities, Inc.
DECREASED6,9207,665-745-10%$467.5K$404.8K-$62.7K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED6,51015,595-9,085-58%$951.0K$381-$950.6K2026-11-02
Avior Wealth Management, LLC
INCREASED6,3966,377+19+0%$388.9K$374.2K-$14.8K2026-10-13
Zinnia Wealth Advisory, LLC
DECREASED6,0716,629-558-8%$404.3K$355.2K-$49.1K2026-11-06
First Heartland Consultants, Inc.
INCREASED5,7375,735+2+0%$349.8K$335.6K-$14.2K2026-10-08
Fifth Third Bancorp
INCREASED5,6553,784+1,871+49%$230.8K$330.8K+$100.0K2026-11-05
AMG National Trust Bank
NEW5,407—+5,407——$316.3K—2026-11-05
Indivisible Partners
NEW5,259—+5,259——$307.7K—2026-10-26
Stonebridge Financial Group, LLC
NEW5,051—+5,051——$295.5K—2026-10-01
Segment Wealth Management, LLC
UNCHANGED4,4604,46000%$272.0K$260.9K-$11.1K2026-10-26
Westco Advisory Services Inc
UNCHANGED3,7053,70500%$226.0K$216.7K-$9.2K2026-10-14
CoreCap Advisors, LLC
UNCHANGED3,4153,41500%$208.3K$199.8K-$8.5K2026-10-08
Manchester Capital Management LLC
UNCHANGED3,3003,30000%$201.3K$193.1K-$8.2K2026-10-22
PNC Financial Services Group, Inc.
DECREASED3,1503,471-321-9%$211.7K$184.3K-$27.4K2026-11-06
Parallel Advisors, LLC
INCREASED2,8532,653+200+8%$161.8K$166.9K+$5.1K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED2,156484+1,672+345%$30.7K$127.7K+$97.0K2026-11-04
Eastern Bank
UNCHANGED2,0752,07500%$126.6K$121.4K-$5.2K2026-10-05
Golden State Wealth Management, LLC
NEW1,696—+1,696——$99.2K—2026-11-02
IFP Advisors, Inc
INCREASED1,617567+1,050+185%$34.6K$94.6K+$60.0K2026-10-16
AlphaCore Capital LLC
DECREASED9911,535-544-35%$93.6K$58.0K-$35.6K2026-11-04
Provident Wealth Management, LLC
UNCHANGED80080000%$48.8K$46.8K-$2.0K2026-10-20
US Bancorp \de\
UNCHANGED79779700%$48.6K$46.6K-$2.0K2026-11-05
Allworth Financial LP
UNCHANGED54254200%$33.1K$33.1K$02026-11-06
WPG Advisers, LLC
UNCHANGED52552500%$32.0K$30.7K-$1.3K2026-10-27
Farther Finance Advisors, LLC
DECREASED520540-20-4%$32.9K$30.4K-$2.5K2026-10-08
Assetmark, Inc
INCREASED436390+46+12%$23.8K$25.5K+$1.7K2026-10-21
Russell Investments Group, Ltd.
UNCHANGED38438400%$23.4K$22.5K-$9562026-11-06
Main Street Group, LTD
DECREASED300310-10-3%$18.9K$17.6K-$1.4K2026-10-28
Trust Co of Vermont
UNCHANGED30030000%$18.3K$17.6K-$7472026-10-21
Laurel Wealth Advisors LLC
NEW210—+210——$12.3K—2026-10-27
Lanark Financial, Inc.
UNCHANGED20020000%$12.2K$11.7K-$4982026-10-26
Key Capital Management, Inc
DECREASED166176-10-6%$10.7K$9.7K-$1.0K2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED16316300%$9.9K$9.5K-$4052026-10-05
North Star Investment Management Corp.
UNCHANGED10010000%$6.1K$5.9K-$2492026-10-27
EverSource Wealth Advisors, LLC
NEW58—+58——$3.4K—2026-11-04
Private Trust Co NA
UNCHANGED525200%$3.2K$3.0K-$1292026-10-20
Harbor Investment Advisory, LLC
UNCHANGED434300%$2.6K$2.5K-$1072026-10-13
Central Pacific Bank - Trust Division
UNCHANGED242400%$1.5K$1.4K-$602026-10-06
Clayton Financial Group LLC
NEW21—+21——$1.2K—2026-10-13
Abound Wealth Management
UNCHANGED121200%$732$702-$302026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED6600%$366$351-$152026-10-23
Larson Financial Group LLC
UNCHANGED5500%$328$315-$132026-11-05
Blue Trust, Inc.
NEW1—+1——$72—2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
NEW0—0——$10—2026-10-14
Barclays PLC
CLOSED0119,841-119,841-100%$7.3M$0-$7.3M2026-11-06
Imc-Chicago, LLC
CLOSED021,853-21,853-100%$1.3M$0-$1.3M2026-11-05
Vertex Investment Solutions Co., Ltd.
CLOSED012,000-12,000-100%$734.2K$0-$734.2K2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED07,073-7,073-100%$431.4K$0-$431.4K2026-10-16
HB Wealth Management, LLC
CLOSED05,760-5,760-100%$351.3K$0-$351.3K2026-10-23
Jericho Financial, LLP
CLOSED03,524-3,524-100%$215.0K$0-$215.0K2026-10-13
Kingswood Wealth Advisors, LLC
CLOSED03,300-3,300-100%$201.3K$0-$201.3K2026-10-23
Belvedere Trading LLC
CLOSED0672-672-100%$41.0K$0-$41.0K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0258-258-100%$15.7K$0-$15.7K2026-10-14
International Assets Investment Management, LLC
CLOSED089-89-100%$5.6K$0-$5.6K2026-11-02
Copeland Capital Management, LLC
CLOSED047-47-100%$2.9K$0-$2.9K2026-10-13
Goldman Sachs Group Inc
N/A—1,655,606-1,655,606-100%$101.0M———
Morgan Stanley
N/A—882,193-882,193-100%$53.8M———
UBS Group AG
N/A—520,550-520,550-100%$31.7M———
Kingsview Wealth Management, LLC
N/A—330,352-330,352-100%$20.1M———
Bank of America Corp
N/A—247,889-247,889-100%$15.1M———
BNP Paribas Financial Markets
N/A—200,453-200,453-100%$12.2M———
Two Sigma Investments, LP
N/A—165,700-165,700-100%$10.1M———
Citadel Advisors LLC
N/A—157,627-157,627-100%$9.6M———
Managed Asset Portfolios, LLC
N/A—127,336-127,336-100%$7.8M———
SG Americas Securities, LLC
N/A—115,731-115,731-100%$7.1M———
Millennium Management LLC
N/A—106,710-106,710-100%$6.5M———
Bayview Asset Management, LLC
N/A—81,600-81,600-100%$5.0M———
Deeter Investments LLP
N/A—75,100-75,100-100%$4.6M———
MML Investors Services, LLC
N/A—73,171-73,171-100%$4.5M———
Wells Fargo & Company
N/A—71,741-71,741-100%$4.4M———
Susquehanna International Group, LLP
N/A—70,588-70,588-100%$4.3M———
Ameriprise Financial Inc
N/A—60,330-60,330-100%$3.7M———
Flow Traders U.S. LLC
N/A—58,369-58,369-100%$3.6M———
Raymond James Financial Inc
N/A—46,460-46,460-100%$2.8M———
JPMorgan Chase & Co
N/A—43,033-43,033-100%$2.6M———
Royal Bank of Canada
N/A—39,448-39,448-100%$2.4M———
Brevan Howard Capital Management LP
N/A—27,611-27,611-100%$1.7M———
Amica Mutual Insurance Co
N/A—25,204-25,204-100%$1.5M———
Envestnet Asset Management Inc
N/A—23,186-23,186-100%$1.4M———
XTX Topco Ltd
N/A—23,161-23,161-100%$1.4M———
Stifel Financial Corp
N/A—22,232-22,232-100%$1.4M———
Jump Financial, LLC
N/A—19,099-19,099-100%$1.2M———
Osaic Holdings, Inc.
N/A—19,001-19,001-100%$1.2M———
FMR LLC
N/A—15,960-15,960-100%$973.4K———
Cetera Investment Advisers
N/A—15,740-15,740-100%$960.0K———
Focus Partners Wealth
N/A—14,449-14,449-100%$881.2K———
SummitTX Capital, L.P.
N/A—13,455-13,455-100%$820.6K———
Global Retirement Partners, LLC
N/A—13,305-13,305-100%$811.5K———
Aster Capital Management (Difc) Ltd
N/A—13,120-13,120-100%$800.2K———
Arkadios Wealth Advisors
N/A—13,113-13,113-100%$799.8K———
Tower Research Capital LLC (TRC)
N/A—12,045-12,045-100%$734.6K———
Janney Montgomery Scott LLC
N/A—12,045-12,045-100%$735.0K———
Neuberger Berman Group LLC
N/A—12,000-12,000-100%$731.9K———
D. E. Shaw & Co., Inc.
N/A—11,066-11,066-100%$674.9K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—10,000-10,000-100%$609.9K———
Rockefeller Capital Management L.P.
N/A—9,655-9,655-100%$588.9K———
Two Sigma Securities, LLC
N/A—9,022-9,022-100%$550.3K———
Jones Financial Companies Lllp
N/A—8,328-8,328-100%$508.4K———
Nwam LLC
N/A—7,529-7,529-100%$459.2K———
Belpointe Asset Management LLC
N/A—6,881-6,881-100%$419.7K———
Fortis Capital Advisors, LLC
N/A—6,881-6,881-100%$419.7K———
Wealthfront Advisers LLC
N/A—6,543-6,543-100%$399.1K———
EP Wealth Advisors, LLC
N/A—6,357-6,357-100%$387.7K———
Cary Street Partners Financial LLC
N/A—5,580-5,580-100%$340.3K———
Trexquant Investment LP
N/A—5,338-5,338-100%$325.6K———
Rothschild Investment LLC
N/A—5,200-5,200-100%$317.1K———
PFG Investments, LLC
N/A—5,108-5,108-100%$311.6K———
Baird Financial Group, Inc.
N/A—4,419-4,419-100%$269.5K———
Blair William & Co
N/A—4,329-4,329-100%$264.0K———
CreativeOne Wealth, LLC
N/A—4,004-4,004-100%$244.2K———
Bank of Montreal
N/A—3,814-3,814-100%$232.6K———
Cerity Partners LLC
N/A—3,796-3,796-100%$231.5K———
HighTower Advisors, LLC
N/A—3,651-3,651-100%$222.7K———
BlackRock, Inc.
N/A—3,333-3,333-100%$203.3K———
Steward Partners Investment Advisory, LLC
N/A—2,044-2,044-100%$124.7K———
Crews Bank & Trust
N/A—1,510-1,510-100%$92.1K———
Ameritas Advisory Services, LLC
N/A—1,405-1,405-100%$85.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,156-1,156-100%$70.5K———
NewEdge Advisors, LLC
N/A—1,026-1,026-100%$62.6K———
Nova Wealth Management, Inc.
N/A—888-888-100%$54.2K———
GW&K Investment Management, LLC
N/A—585-585-100%$36.0K———
Marshall Investment Management, LLC
N/A—579-579-100%$35.3K———
AE Wealth Management LLC
N/A—500-500-100%$30.5K———
Macquarie Group LTD
N/A—447-447-100%$27.3K———
Northwestern Mutual Wealth Management Co
N/A—418-418-100%$25.5K———
Fourth Dimension Wealth, LLC
N/A—403-403-100%$24.6K———
Federation des caisses Desjardins du Quebec
N/A—373-373-100%$22.7K———
National Bank of Canada
N/A—360-360-100%$22.0K———
Regatta Research & Money Management
N/A—285-285-100%$17.4K———
O'shaughnessy Asset Management, LLC
N/A—223-223-100%$13.6K———
Orion Capital Management LLC
N/A—178-178-100%$10.8K———
Aptus Capital Advisors, LLC
N/A—136-136-100%$8.3K———
Godfrey Financial Associates, Inc.
N/A—105-105-100%$6.4K———
Smartleaf Asset Management LLC
N/A—84-84-100%$5.2K———
UBS Asset Management Americas LLC
N/A—52-52-100%$3.2K———
Hollencrest Capital Management
N/A—10-10-100%$583———
Toronto Dominion Bank
N/A—8-8-100%$488———
Freestone Grove Partners LP
N/A—1-1-100%$61———
Huntington National Bank
N/A—1-1-100%$61———
Showing 159 of 159 institutions