SS Spdr Msci U Gend DIV ETF (SHE)

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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First Affirmative Financial Network

NEW

Shares106,812

Change+106,812

Value$16.8M

Filed 2026-10-21

Albion Financial Group

INCREASED

Shares47,199 from 46,408

Change+791 (+2%)

Value$7.4M (+$265.1K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares11,904 from 12,189

Change-285 (-2%)

Value$1.9M (-$7.9K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares8,575 from 9,782

Change-1,207 (-12%)

Value$1.4K (-$1.5M)

Filed 2026-11-02

Gradient Investments LLC

INCREASED

Shares7,059 from 6,822

Change+237 (+3%)

Value$1.1M (+$58.0K)

Filed 2026-10-08

Bell Investment Advisors, Inc

DECREASED

Shares6,634 from 6,697

Change-63 (-1%)

Value$1.0M (+$10.3K)

Filed 2026-10-29

Kestra Advisory Services, LLC

DECREASED

Shares6,305 from 6,346

Change-41 (-1%)

Value$992.8K (+$12.7K)

Filed 2026-11-02

Wilmington Savings Fund Society, FSB

DECREASED

Shares5,619 from 5,692

Change-73 (-1%)

Value$884.8K (+$5.7K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares4,811 from 5,413

Change-602 (-11%)

Value$762.9K (-$74.6K)

Filed 2026-10-13

Citigroup Inc

DECREASED

Shares4,307 from 4,996

Change-689 (-14%)

Value$678.1K (-$93.5K)

Filed 2026-11-04

Laurel Wealth Planning LLC

DECREASED

Shares4,178 from 4,221

Change-43 (-1%)

Value$657.9K (+$6.0K)

Filed 2026-11-02

Aprio Wealth Management, LLC

INCREASED

Shares4,169 from 2,784

Change+1,385 (+50%)

Value$656.4K (+$226.5K)

Filed 2026-10-28

South Shore Capital Advisors

DECREASED

Shares3,909 from 4,009

Change-100 (-2%)

Value$615.5K (-$3.6K)

Filed 2026-10-20

Dynamic Advisor Solutions LLC

INCREASED

Shares3,853 from 3,758

Change+95 (+3%)

Value$606.7K (+$26.3K)

Filed 2026-10-13

Fingerlakes Wealth Management, Inc.

DECREASED

Shares3,701 from 3,851

Change-150 (-4%)

Value$582.8K (-$12.0K)

Filed 2026-11-04

Portfolio Resources Advisor Group, Inc.

UNCHANGED

Shares3,565 from 3,565

Change0 (0%)

Value$550.6K (+$94.9K)

Filed 2026-10-20

CWC Advisors, Llc.

DECREASED

Shares3,222 from 3,227

Change-5 (0%)

Value$507.4K (+$9.1K)

Filed 2026-10-15

Bank of New York Mellon Corp

INCREASED

Shares3,018 from 3,017

Change+1 (+0%)

Value$475.2K (+$9.1K)

Filed 2026-11-05

Certuity, LLC

INCREASED

Shares2,841 from 2,832

Change+9 (+0%)

Value$447.3K (+$10.0K)

Filed 2026-11-02

Mitchell Sinkler & Starr

UNCHANGED

Shares2,625 from 2,625

Change0 (0%)

Value$413.4K (+$7.9K)

Filed 2026-10-13

Creative Planning

DECREASED

Shares2,441 from 2,444

Change-3 (0%)

Value$384.3K (+$6.9K)

Filed 2026-11-02

Pittenger & Anderson Inc

INCREASED

Shares2,440 from 2,430

Change+10 (+0%)

Value$384.2K (+$8.9K)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares2,311 from 2,201

Change+110 (+5%)

Value$364 (-$339.6K)

Filed 2026-11-05

Truist Financial Corp

DECREASED

Shares2,088 from 2,141

Change-53 (-2%)

Value$328.8K (-$1.9K)

Filed 2026-10-30

Traphagen Investment Advisors LLC

INCREASED

Shares2,083 from 2,080

Change+3 (+0%)

Value$328.1K (+$6.9K)

Filed 2026-10-14

71 West Capital Partners

NEW

Shares1,894

Change+1,894

Value$298.2K

Filed 2026-11-04

Grove Bank & Trust

UNCHANGED

Shares1,886 from 1,886

Change0 (0%)

Value$297.0K (+$5.7K)

Filed 2026-10-08

White Lighthouse Investment Management Inc.

UNCHANGED

Shares1,660 from 1,660

Change0 (0%)

Value$261.4K (+$5.1K)

Filed 2026-10-21

Winter & Associates, Inc.

DECREASED

Shares1,630 from 1,884

Change-254 (-13%)

Value$254.7K (-$36.3K)

Filed 2026-10-23

Assetmark, Inc

DECREASED

Shares1,628 from 1,666

Change-38 (-2%)

Value$256.4K (-$941)

Filed 2026-10-21

Sowell Financial Services LLC

DECREASED

Shares1,623 from 1,656

Change-33 (-2%)

Value$255.5K (-$174)

Filed 2026-10-23

Sincerus Advisory, LLC

DECREASED

Shares1,593 from 1,608

Change-15 (-1%)

Value$250.8K (+$2.4K)

Filed 2026-10-09

Monument Group Wealth Advisors, LLC

NEW

Shares1,550

Change+1,550

Value$244.1K

Filed 2026-10-21

Simon Quick Advisors, LLC

DECREASED

Shares1,500 from 3,000

Change-1,500 (-50%)

Value$236.2K (-$227.1K)

Filed 2026-10-26

Pearl Planning LLC

UNCHANGED

Shares1,466 from 1,466

Change0 (0%)

Value$230.8K (+$4.4K)

Filed 2026-10-13

Evanson Financial, LLC

INCREASED

Shares1,384 from 1,379

Change+5 (+0%)

Value$217.9K (+$4.8K)

Filed 2026-10-23

American Financial & TAX Strategies Inc

UNCHANGED

Shares1,380 from 1,380

Change0 (0%)

Value$217.3K (+$4.2K)

Filed 2026-10-16

Vise Technologies, Inc.

INCREASED

Shares1,378 from 1,375

Change+3 (+0%)

Value$217.1K (+$4.7K)

Filed 2026-10-29

Rossby Financial, LCC

INCREASED

Shares1,325 from 1,245

Change+80 (+6%)

Value$208.6K (+$16.4K)

Filed 2026-11-05

Silverlake Wealth Management LLC

DECREASED

Shares1,282 from 1,376

Change-94 (-7%)

Value$201.9K (-$10.6K)

Filed 2026-10-21

MJT & Associates Financial Advisory Group, Inc.

INCREASED

Shares1,028 from 993

Change+35 (+4%)

Value$161.9K (+$8.5K)

Filed 2026-10-07

Vermillion Wealth Management, Inc.

INCREASED

Shares986 from 984

Change+2 (+0%)

Value$155.3K (+$3.3K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares587

Change+587

Value$92.4K

Filed 2026-10-21

Princeton Global Asset Management LLC

INCREASED

Shares531 from 529

Change+2 (+0%)

Value$83.6K (+$1.9K)

Filed 2026-10-21

AlphaCore Capital LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$63.0K (+$1.2K)

Filed 2026-11-04

Ascentis Independent Advisors

NEW

Shares120

Change+120

Value$18.9K

Filed 2026-11-03

Golden State Wealth Management, LLC

UNCHANGED

Shares118 from 118

Change0 (0%)

Value$18.6K (+$357)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares107 from 1

Change+106 (+10600%)

Value$16.8K (+$16.7K)

Filed 2026-10-08

SBI Securities Co., Ltd.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$15.7K (+$303)

Filed 2026-10-22

Larson Financial Group LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$7.2K (+$139)

Filed 2026-11-05

Lodestone Wealth Management LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$4.7K (+$106)

Filed 2026-10-14

Asset Dedication, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.9K (+$36)

Filed 2026-11-03

Parallel Advisors, LLC

INCREASED

Shares11 from 10

Change+1 (+10%)

Value$1.7K (+$37)

Filed 2026-11-03

Wolff Wiese Magana LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$1.6K (+$30)

Filed 2026-10-15

Triumph Capital Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$315 (+$6)

Filed 2026-10-14

Redwood Park Advisors LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$158 (+$3)

Filed 2026-11-02

Private Trust Co NA

CLOSED

Shares0 from 1,146

Change-1,146 (-100%)

Value$0 (-$177.0K)

Filed 2026-10-20

Midway Capital Research & Management

CLOSED

Shares0 from 865

Change-865 (-100%)

Value$0 (-$133.6K)

Filed 2026-10-20

Simplex Trading, LLC

CLOSED

Shares0 from 320

Change-320 (-100%)

Value$0 (-$49.4K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 221

Change-221 (-100%)

Value$0 (-$33.9K)

Filed 2026-11-02

Creative Capital Management Investments LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$23.2K)

Filed 2026-10-28

Ellevest, Inc.

N/A

Shares— from 144,811

Change-144,811 (-100%)

Value—

Rock Creek Group LLC

N/A

Shares— from 139,960

Change-139,960 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 93,648

Change-93,648 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 50,344

Change-50,344 (-100%)

Value—

Betterment LLC

N/A

Shares— from 39,239

Change-39,239 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 38,572

Change-38,572 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 37,500

Change-37,500 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 31,421

Change-31,421 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 28,922

Change-28,922 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 25,243

Change-25,243 (-100%)

Value—

UBS Group AG

N/A

Shares— from 18,679

Change-18,679 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,470

Change-13,470 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,288

Change-13,288 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,303

Change-12,303 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 12,129

Change-12,129 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,743

Change-11,743 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 11,147

Change-11,147 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 6,050

Change-6,050 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,882

Change-5,882 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 5,581

Change-5,581 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,765

Change-4,765 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 4,663

Change-4,663 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 4,396

Change-4,396 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,382

Change-4,382 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 4,206

Change-4,206 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 3,952

Change-3,952 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 3,762

Change-3,762 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 3,742

Change-3,742 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,698

Change-3,698 (-100%)

Value—

Mendel Capital Management LLC

N/A

Shares— from 3,203

Change-3,203 (-100%)

Value—

Menora Mivtachim Holdings Ltd.

N/A

Shares— from 2,865

Change-2,865 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,411

Change-2,411 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,237

Change-2,237 (-100%)

Value—

Clifford Group, LLC

N/A

Shares— from 2,205

Change-2,205 (-100%)

Value—

KilterHowling LLC

N/A

Shares— from 2,183

Change-2,183 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 2,140

Change-2,140 (-100%)

Value—

Blair William & Co

N/A

Shares— from 2,096

Change-2,096 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 1,943

Change-1,943 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 1,920

Change-1,920 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 1,592

Change-1,592 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,585

Change-1,585 (-100%)

Value—

Baker Avenue Asset Management, LP

N/A

Shares— from 1,578

Change-1,578 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 1,562

Change-1,562 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 1,343

Change-1,343 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 1,163

Change-1,163 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,014

Change-1,014 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 795

Change-795 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 724

Change-724 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 700

Change-700 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 617

Change-617 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 561

Change-561 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 490

Change-490 (-100%)

Value—

Marshall Investment Management, LLC

N/A

Shares— from 475

Change-475 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 437

Change-437 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 350

Change-350 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 290

Change-290 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 231

Change-231 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 214

Change-214 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 193

Change-193 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 193

Change-193 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 162

Change-162 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 149

Change-149 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 118

Change-118 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 115

Change-115 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 100

Change-100 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 95

Change-95 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 60

Change-60 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 35

Change-35 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 24

Change-24 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 18

Change-18 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 18

Change-18 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
First Affirmative Financial Network	NEW	106,812	—	+106,812	—	—	$16.8M	—	2026-10-21
Albion Financial Group	INCREASED	47,199	46,408	+791	+2%	$7.2M	$7.4M	+$265.1K	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	11,904	12,189	-285	-2%	$1.9M	$1.9M	-$7.9K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	8,575	9,782	-1,207	-12%	$1.5M	$1.4K	-$1.5M	2026-11-02
Gradient Investments LLC	INCREASED	7,059	6,822	+237	+3%	$1.1M	$1.1M	+$58.0K	2026-10-08
Bell Investment Advisors, Inc	DECREASED	6,634	6,697	-63	-1%	$1.0M	$1.0M	+$10.3K	2026-10-29
Kestra Advisory Services, LLC	DECREASED	6,305	6,346	-41	-1%	$980.1K	$992.8K	+$12.7K	2026-11-02
Wilmington Savings Fund Society, FSB	DECREASED	5,619	5,692	-73	-1%	$879.1K	$884.8K	+$5.7K	2026-10-23
Wealth Enhancement Advisory Services, LLC	DECREASED	4,811	5,413	-602	-11%	$837.6K	$762.9K	-$74.6K	2026-10-13
Citigroup Inc	DECREASED	4,307	4,996	-689	-14%	$771.6K	$678.1K	-$93.5K	2026-11-04
Laurel Wealth Planning LLC	DECREASED	4,178	4,221	-43	-1%	$651.9K	$657.9K	+$6.0K	2026-11-02
Aprio Wealth Management, LLC	INCREASED	4,169	2,784	+1,385	+50%	$429.9K	$656.4K	+$226.5K	2026-10-28
South Shore Capital Advisors	DECREASED	3,909	4,009	-100	-2%	$619.1K	$615.5K	-$3.6K	2026-10-20
Dynamic Advisor Solutions LLC	INCREASED	3,853	3,758	+95	+3%	$580.4K	$606.7K	+$26.3K	2026-10-13
Fingerlakes Wealth Management, Inc.	DECREASED	3,701	3,851	-150	-4%	$594.8K	$582.8K	-$12.0K	2026-11-04
Portfolio Resources Advisor Group, Inc.	UNCHANGED	3,565	3,565	0	0%	$455.6K	$550.6K	+$94.9K	2026-10-20
CWC Advisors, Llc.	DECREASED	3,222	3,227	-5	0%	$498.3K	$507.4K	+$9.1K	2026-10-15
Bank of New York Mellon Corp	INCREASED	3,018	3,017	+1	+0%	$466.0K	$475.2K	+$9.1K	2026-11-05
Certuity, LLC	INCREASED	2,841	2,832	+9	+0%	$437.3K	$447.3K	+$10.0K	2026-11-02
Mitchell Sinkler & Starr	UNCHANGED	2,625	2,625	0	0%	$405.4K	$413.4K	+$7.9K	2026-10-13
Creative Planning	DECREASED	2,441	2,444	-3	0%	$377.4K	$384.3K	+$6.9K	2026-11-02
Pittenger & Anderson Inc	INCREASED	2,440	2,430	+10	+0%	$375.3K	$384.2K	+$8.9K	2026-11-02
Thrivent Financial for Lutherans	INCREASED	2,311	2,201	+110	+5%	$340.0K	$364	-$339.6K	2026-11-05
Truist Financial Corp	DECREASED	2,088	2,141	-53	-2%	$330.7K	$328.8K	-$1.9K	2026-10-30
Traphagen Investment Advisors LLC	INCREASED	2,083	2,080	+3	+0%	$321.2K	$328.1K	+$6.9K	2026-10-14
71 West Capital Partners	NEW	1,894	—	+1,894	—	—	$298.2K	—	2026-11-04
Grove Bank & Trust	UNCHANGED	1,886	1,886	0	0%	$291.3K	$297.0K	+$5.7K	2026-10-08
White Lighthouse Investment Management Inc.	UNCHANGED	1,660	1,660	0	0%	$256.4K	$261.4K	+$5.1K	2026-10-21
Winter & Associates, Inc.	DECREASED	1,630	1,884	-254	-13%	$291.0K	$254.7K	-$36.3K	2026-10-23
Assetmark, Inc	DECREASED	1,628	1,666	-38	-2%	$257.3K	$256.4K	-$941	2026-10-21
Sowell Financial Services LLC	DECREASED	1,623	1,656	-33	-2%	$255.7K	$255.5K	-$174	2026-10-23
Sincerus Advisory, LLC	DECREASED	1,593	1,608	-15	-1%	$248.4K	$250.8K	+$2.4K	2026-10-09
Monument Group Wealth Advisors, LLC	NEW	1,550	—	+1,550	—	—	$244.1K	—	2026-10-21
Simon Quick Advisors, LLC	DECREASED	1,500	3,000	-1,500	-50%	$463.3K	$236.2K	-$227.1K	2026-10-26
Pearl Planning LLC	UNCHANGED	1,466	1,466	0	0%	$226.4K	$230.8K	+$4.4K	2026-10-13
Evanson Financial, LLC	INCREASED	1,384	1,379	+5	+0%	$213.0K	$217.9K	+$4.8K	2026-10-23
American Financial & TAX Strategies Inc	UNCHANGED	1,380	1,380	0	0%	$213.1K	$217.3K	+$4.2K	2026-10-16
Vise Technologies, Inc.	INCREASED	1,378	1,375	+3	+0%	$212.4K	$217.1K	+$4.7K	2026-10-29
Rossby Financial, LCC	INCREASED	1,325	1,245	+80	+6%	$192.3K	$208.6K	+$16.4K	2026-11-05
Silverlake Wealth Management LLC	DECREASED	1,282	1,376	-94	-7%	$212.6K	$201.9K	-$10.6K	2026-10-21
MJT & Associates Financial Advisory Group, Inc.	INCREASED	1,028	993	+35	+4%	$153.4K	$161.9K	+$8.5K	2026-10-07
Vermillion Wealth Management, Inc.	INCREASED	986	984	+2	+0%	$152.0K	$155.3K	+$3.3K	2026-10-26
Root Financial Partners, LLC	NEW	587	—	+587	—	—	$92.4K	—	2026-10-21
Princeton Global Asset Management LLC	INCREASED	531	529	+2	+0%	$81.8K	$83.6K	+$1.9K	2026-10-21
AlphaCore Capital LLC	UNCHANGED	400	400	0	0%	$61.8K	$63.0K	+$1.2K	2026-11-04
Ascentis Independent Advisors	NEW	120	—	+120	—	—	$18.9K	—	2026-11-03
Golden State Wealth Management, LLC	UNCHANGED	118	118	0	0%	$18.2K	$18.6K	+$357	2026-11-02
Farther Finance Advisors, LLC	INCREASED	107	1	+106	+10600%	$132	$16.8K	+$16.7K	2026-10-08
SBI Securities Co., Ltd.	UNCHANGED	100	100	0	0%	$15.4K	$15.7K	+$303	2026-10-22
Larson Financial Group LLC	UNCHANGED	46	46	0	0%	$7.1K	$7.2K	+$139	2026-11-05
Lodestone Wealth Management LLC	UNCHANGED	30	30	0	0%	$4.6K	$4.7K	+$106	2026-10-14
Asset Dedication, LLC	UNCHANGED	12	12	0	0%	$1.9K	$1.9K	+$36	2026-11-03
Parallel Advisors, LLC	INCREASED	11	10	+1	+10%	$1.7K	$1.7K	+$37	2026-11-03
Wolff Wiese Magana LLC	UNCHANGED	10	10	0	0%	$1.5K	$1.6K	+$30	2026-10-15
Triumph Capital Management	UNCHANGED	2	2	0	0%	$309	$315	+$6	2026-10-14
Redwood Park Advisors LLC	UNCHANGED	1	1	0	0%	$155	$158	+$3	2026-11-02
Private Trust Co NA	CLOSED	0	1,146	-1,146	-100%	$177.0K	$0	-$177.0K	2026-10-20
Midway Capital Research & Management	CLOSED	0	865	-865	-100%	$133.6K	$0	-$133.6K	2026-10-20
Simplex Trading, LLC	CLOSED	0	320	-320	-100%	$49.4K	$0	-$49.4K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	221	-221	-100%	$33.9K	$0	-$33.9K	2026-11-02
Creative Capital Management Investments LLC	CLOSED	0	150	-150	-100%	$23.2K	$0	-$23.2K	2026-10-28
Ellevest, Inc.	N/A	—	144,811	-144,811	-100%	$144.8K	—	—	—
Rock Creek Group LLC	N/A	—	139,960	-139,960	-100%	$21.6M	—	—	—
Morgan Stanley	N/A	—	93,648	-93,648	-100%	$14.5M	—	—	—
LPL Financial LLC	N/A	—	50,344	-50,344	-100%	$7.8M	—	—	—
Betterment LLC	N/A	—	39,239	-39,239	-100%	$6.1M	—	—	—
Bank of America Corp	N/A	—	38,572	-38,572	-100%	$6.0M	—	—	—
JPMorgan Chase & Co	N/A	—	37,500	-37,500	-100%	$5.8M	—	—	—
Geneos Wealth Management Inc.	N/A	—	31,421	-31,421	-100%	$4.9M	—	—	—
Cetera Investment Advisers	N/A	—	28,922	-28,922	-100%	$4.5M	—	—	—
National Philanthropic Trust	N/A	—	25,243	-25,243	-100%	$3.9M	—	—	—
UBS Group AG	N/A	—	18,679	-18,679	-100%	$2.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	13,470	-13,470	-100%	$2.1M	—	—	—
Royal Bank of Canada	N/A	—	13,288	-13,288	-100%	$2.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	12,303	-12,303	-100%	$1.9M	—	—	—
Wells Fargo & Company	N/A	—	12,129	-12,129	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	11,743	-11,743	-100%	$1.8M	—	—	—
Raymond James Financial Inc	N/A	—	11,147	-11,147	-100%	$1.7M	—	—	—
Wealthfront Advisers LLC	N/A	—	6,050	-6,050	-100%	$934.4K	—	—	—
Citadel Advisors LLC	N/A	—	5,882	-5,882	-100%	$908.4K	—	—	—
SEI Investments Co	N/A	—	5,581	-5,581	-100%	$861.9K	—	—	—
Ameriprise Financial Inc	N/A	—	4,765	-4,765	-100%	$737.0K	—	—	—
Seeds Investor LLC	N/A	—	4,663	-4,663	-100%	$720.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	4,396	-4,396	-100%	$678.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,382	-4,382	-100%	$676.8K	—	—	—
Napier Financial, LLC	N/A	—	4,206	-4,206	-100%	$649.6K	—	—	—
Captrust Financial Advisors	N/A	—	3,952	-3,952	-100%	$610.3K	—	—	—
Valmark Advisers, Inc.	N/A	—	3,762	-3,762	-100%	$581.0K	—	—	—
Focus Partners Wealth	N/A	—	3,742	-3,742	-100%	$577.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,698	-3,698	-100%	$571.1K	—	—	—
Mendel Capital Management LLC	N/A	—	3,203	-3,203	-100%	$494.6K	—	—	—
Menora Mivtachim Holdings Ltd.	N/A	—	2,865	-2,865	-100%	$442.5K	—	—	—
Johnson Investment Counsel Inc	N/A	—	2,500	-2,500	-100%	$386.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	2,411	-2,411	-100%	$372.3K	—	—	—
FMR LLC	N/A	—	2,237	-2,237	-100%	$345.5K	—	—	—
Clifford Group, LLC	N/A	—	2,205	-2,205	-100%	$340.5K	—	—	—
KilterHowling LLC	N/A	—	2,183	-2,183	-100%	$337.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	2,140	-2,140	-100%	$331.0K	—	—	—
Blair William & Co	N/A	—	2,096	-2,096	-100%	$323.8K	—	—	—
HighTower Advisors, LLC	N/A	—	1,943	-1,943	-100%	$300.1K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	1,920	-1,920	-100%	$296.6K	—	—	—
Pathstone Holdings, LLC	N/A	—	1,592	-1,592	-100%	$245.9K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,585	-1,585	-100%	$245.0K	—	—	—
Baker Avenue Asset Management, LP	N/A	—	1,578	-1,578	-100%	$243.7K	—	—	—
Howe & Rusling Inc	N/A	—	1,562	-1,562	-100%	$241.2K	—	—	—
PFG Investments, LLC	N/A	—	1,343	-1,343	-100%	$207.4K	—	—	—
Abound Financial, LLC	N/A	—	1,163	-1,163	-100%	$179.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,014	-1,014	-100%	$156.6K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	795	-795	-100%	$122.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	724	-724	-100%	$111.8K	—	—	—
Bank of Montreal	N/A	—	700	-700	-100%	$108.1K	—	—	—
Fifth Third Bancorp	N/A	—	617	-617	-100%	$95.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	561	-561	-100%	$86.6K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	490	-490	-100%	$75.7K	—	—	—
Marshall Investment Management, LLC	N/A	—	475	-475	-100%	$73.4K	—	—	—
Clearstead Advisors, LLC	N/A	—	437	-437	-100%	$67.5K	—	—	—
Russell Investments Group, Ltd.	N/A	—	350	-350	-100%	$54.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	290	-290	-100%	$44.8K	—	—	—
SHP Wealth Management	N/A	—	231	-231	-100%	$35.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	214	-214	-100%	$33.1K	—	—	—
TD Capital Management LLC	N/A	—	193	-193	-100%	$29.8K	—	—	—
Vanguard Advisers Inc	N/A	—	193	-193	-100%	$29.8K	—	—	—
Harbour Investments, Inc.	N/A	—	162	-162	-100%	$25.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	149	-149	-100%	$23.0K	—	—	—
Franklin Resources Inc	N/A	—	118	-118	-100%	$18.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	115	-115	-100%	$17.8K	—	—	—
National Bank of Canada	N/A	—	100	-100	-100%	$15.4K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	95	-95	-100%	$14.7K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	80	-80	-100%	$12.4K	—	—	—
Glenmede Trust Co NA	N/A	—	60	-60	-100%	$9.3K	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	35	-35	-100%	$5.4K	—	—	—
IFG Advisory, LLC	N/A	—	33	-33	-100%	$5.1K	—	—	—
Smithfield Trust Co	N/A	—	24	-24	-100%	$4	—	—	—
Allworth Financial LP	N/A	—	18	-18	-100%	$2.8K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	18	-18	-100%	$2.8K	—	—	—
CVA Family Office, LLC	N/A	—	16	-16	-100%	$2.5K	—	—	—
Financial Life Planners	N/A	—	2	-2	-100%	$316	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$154	—	—	—

Showing 138 of 138 institutions