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Select Stoxx EUR AER de ETF (EUAD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
J.Safra Asset Management Corp
INCREASED
Shares1,030,866 from 1,002,216
Change+28,650 (+3%)
Value$43.2M (+$909.5K)
Filed 2026-11-03
Patten & Patten Inc
INCREASED
Shares310,780 from 305,520
Change+5,260 (+2%)
Value$13.0M (+$131.7K)
Filed 2026-10-26
Allen Investment Management, LLC
UNCHANGED
Shares219,011 from 219,011
Change0 (0%)
Value$9.2M (-$63.5K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares218,772 from 174,324
Change+44,448 (+26%)
Value$9.2M (+$1.8M)
Filed 2026-10-29
Viewpoint Investment Partners Corp
INCREASED
Shares62,439 from 62,261
Change+178 (+0%)
Value$2.8M (-$7.9K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares52,694 from 54,621
Change-1,927 (-4%)
Value$2.1M (-$219.6K)
Filed 2026-11-04
Pilgrim Partners Asia Pte Ltd
INCREASED
Shares52,100 from 17,400
Change+34,700 (+199%)
Value$2.2M (+$1.4M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares46,145 from 56,635
Change-10,490 (-19%)
Value$1.9M (-$455.8K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares43,181 from 64,185
Change-21,004 (-33%)
Value$1.8M (-$898.5K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
DECREASED
Shares39,124 from 42,824
Change-3,700 (-9%)
Value$1.6M (-$167.4K)
Filed 2026-11-06
Pekin Hardy Strauss, Inc.
DECREASED
Shares32,145 from 32,645
Change-500 (-2%)
Value$1.3M (-$30.4K)
Filed 2026-11-02
Citizens Financial Group Inc
INCREASED
Shares31,471 from 23,288
Change+8,183 (+35%)
Value$1.3M (+$336.0K)
Filed 2026-10-23
Bluesphere Advisors LLC
DECREASED
Shares30,960 from 31,963
Change-1,003 (-3%)
Value$1.3M (-$51.3K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED
Shares29,481 from 32,517
Change-3,036 (-9%)
Value$1.2M (-$136.6K)
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares27,476 from 29,199
Change-1,723 (-6%)
Value$1.2M (-$80.6K)
Filed 2026-10-22
Financial Security Advisor, Inc.
DECREASED
Shares23,333 from 24,121
Change-788 (-3%)
Value$977.4K (-$40.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,933 from 21,155
Change+778 (+4%)
Value$919 (-$891.1K)
Filed 2026-11-02
Terra Nova Asset Management LLC
DECREASED
Shares21,662 from 22,395
Change-733 (-3%)
Value$907.4K (-$37.2K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares20,822 from 28,519
Change-7,697 (-27%)
Value$872.2K (-$330.7K)
Filed 2026-11-02
McAdam, LLC
UNCHANGED
Shares20,326 from 20,326
Change0 (0%)
Value$851.5K (-$5.9K)
Filed 2026-10-21
Laurel Wealth Advisors LLC
DECREASED
Shares20,030 from 23,430
Change-3,400 (-15%)
Value$839.1K (-$149.2K)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares18,675 from 18,175
Change+500 (+3%)
Value$787.3K (+$32.9K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares17,847 from 22,318
Change-4,471 (-20%)
Value$747.6K (-$193.8K)
Filed 2026-10-30
Raab & Moskowitz Asset Management LLC
DECREASED
Shares16,841 from 17,011
Change-170 (-1%)
Value$705.5K (-$12.1K)
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares15,834 from 15,702
Change+132 (+1%)
Value$663.3K (+$975)
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares14,771 from 14,683
Change+88 (+1%)
Value$610.7K (-$17.6K)
Filed 2026-10-16
PW Nova Financial Services LLC
DECREASED
Shares12,884 from 18,037
Change-5,153 (-29%)
Value$539.7K (-$221.1K)
Filed 2026-10-15
Whalen Wealth Management Inc.
NEW
Shares12,732
Change+12,732
Value$533.3K
Filed 2026-10-08
Dynamic Advisor Solutions LLC
DECREASED
Shares12,323 from 12,625
Change-302 (-2%)
Value$516.2K (-$16.3K)
Filed 2026-10-13
BFI Infinity Ltd.
INCREASED
Shares10,030 from 6,093
Change+3,937 (+65%)
Value$420.2K (+$163.2K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
DECREASED
Shares9,764 from 12,071
Change-2,307 (-19%)
Value$409.0K (-$100.1K)
Filed 2026-10-13
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares9,427 from 9,427
Change0 (0%)
Value$394.9K (-$2.7K)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares9,175 from 9,350
Change-175 (-2%)
Value$384.3K (-$10.0K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares9,007 from 7,213
Change+1,794 (+25%)
Value$377.3K (+$73.1K)
Filed 2026-11-06
Foresight Capital Management Advisors, Inc.
INCREASED
Shares8,273 from 8,089
Change+184 (+2%)
Value$346.5K (+$5.3K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares8,250 from 8,633
Change-383 (-4%)
Value$345.6K (-$18.5K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares8,144 from 7,074
Change+1,070 (+15%)
Value$341.2K (+$42.8K)
Filed 2026-10-16
Magnolia Capital Management LTD
DECREASED
Shares7,745 from 13,385
Change-5,640 (-42%)
Value$324 (-$241)
Filed 2026-10-09
StoneX Group Inc.
DECREASED
Shares7,591 from 8,829
Change-1,238 (-14%)
Value$324.3K (-$46.7K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares7,552 from 8,707
Change-1,155 (-13%)
Value$316.4K (-$50.9K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
INCREASED
Shares6,845 from 6,585
Change+260 (+4%)
Value$286.7K (+$9.0K)
Filed 2026-10-28
Werba Rubin Papier Wealth Management
DECREASED
Shares6,152 from 10,295
Change-4,143 (-40%)
Value$257.7K (-$176.5K)
Filed 2026-11-06
Simon Quick Advisors, LLC
UNCHANGED
Shares6,011 from 6,011
Change0 (0%)
Value$251.8K (-$1.7K)
Filed 2026-10-26
GenTrust, LLC
UNCHANGED
Shares5,937 from 5,937
Change0 (0%)
Value$248.7K (-$1.7K)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares5,784 from 5,788
Change-4 (0%)
Value$242.3K (-$1.8K)
Filed 2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED
Shares5,365 from 5,365
Change0 (0%)
Value$224.8K (+$2.4K)
Filed 2026-10-26
Spire Wealth Management
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$211.5K (-$1.5K)
Filed 2026-10-30
Park Avenue Securities LLC
DECREASED
Shares4,795 from 14,069
Change-9,274 (-66%)
Value$201 (-$592.8K)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares3,868 from 4,176
Change-308 (-7%)
Value$162.0K (-$14.1K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares3,633 from 4,257
Change-624 (-15%)
Value$152.2K (-$27.4K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares3,302 from 3,387
Change-85 (-3%)
Value$138.3K (-$4.5K)
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
INCREASED
Shares2,100 from 1,400
Change+700 (+50%)
Value$88.0K (+$28.9K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares2,033 from 2,373
Change-340 (-14%)
Value$85.2K (-$14.9K)
Filed 2026-10-08
Compass Financial Management LLC
NEW
Shares1,247
Change+1,247
Value$52.2K
Filed 2026-10-30
Central Trust Co
DECREASED
Shares775 from 1,275
Change-500 (-39%)
Value$32.5K (-$21.3K)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$32.2K (-$222)
Filed 2026-10-15
Roxbury Financial LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$27.4K (-$190)
Filed 2026-10-01
Country Trust Bank
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$25.1K (-$174)
Filed 2026-10-30
Guardian Partners Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$25.1K (-$174)
Filed 2026-10-21
Financial Freedom, LLC
NEW
Shares581
Change+581
Value$24.4K
Filed 2026-11-06
NBT Bank, N.A.
DECREASED
Shares543 from 1,540
Change-997 (-65%)
Value$22.7K (-$42.2K)
Filed 2026-10-21
Avion Wealth
NEW
Shares537
Change+537
Value$22
Filed 2026-11-04
Costello Asset Management, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.9K (-$145)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$20.2K ($0)
Filed 2026-11-06
Center for Financial Planning, Inc.
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$15.2K (-$106)
Filed 2026-10-26
Deutsche Bank Ag\
DECREASED
Shares305 from 450
Change-145 (-32%)
Value$12.8K (-$6.2K)
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$8 ($0)
Filed 2026-11-04
St. Johns Investment Management Company, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$7.0K (-$48)
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6.3K (-$43)
Filed 2026-10-15
Assetmark, Inc
NEW
Shares140
Change+140
Value$5.9K
Filed 2026-10-21
SJS Investment Consulting Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$5.9K (-$41)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$5.3K (-$36)
Filed 2026-10-20
Milestone Investment Advisors LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$5.0K (-$35)
Filed 2026-11-05
Evermay Wealth Management LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4.5K (-$31)
Filed 2026-11-05
Markowski Investments
NEW
Shares82
Change+82
Value$3.4K
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.1K (-$22)
Filed 2026-10-20
Investors Research Corp
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.9K (-$20)
Filed 2026-10-07
Evolution Wealth Management Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.1K (-$15)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.1K (-$15)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
NEW
Shares31
Change+31
Value$1.3K
Filed 2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.0K (-$7)
Filed 2026-10-23
Trust Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$838 (-$6)
Filed 2026-10-09
Nemes Rush Group LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$503 (-$3)
Filed 2026-11-04
Toth Financial Advisory Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$461 (-$3)
Filed 2026-10-08
Trust Co of Toledo NA
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$251 (-$2)
Filed 2026-10-16
Scarborough Advisors, LLC
CLOSED
Shares0 from 45,072
Change-45,072 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Apollon Wealth Management, LLC
CLOSED
Shares0 from 7,875
Change-7,875 (-100%)
Value$0 (-$332.2K)
Filed 2026-10-23
Imc-Chicago, LLC
CLOSED
Shares0 from 7,032
Change-7,032 (-100%)
Value$0 (-$296.6K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 6,035
Change-6,035 (-100%)
Value$0 (-$256.3K)
Filed 2026-10-13
Lavelle Capital LP
CLOSED
Shares0 from 5,257
Change-5,257 (-100%)
Value$0 (-$221.7K)
Filed 2026-11-03
Avalon Capital Management
CLOSED
Shares0 from 4,970
Change-4,970 (-100%)
Value$0 (-$209.6K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,795
Change-2,795 (-100%)
Value$0 (-$119.7K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 2,262
Change-2,262 (-100%)
Value$0 (-$95.4K)
Filed 2026-11-04
CX Institutional
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$51)
Filed 2026-10-02
TFC Financial Management, Inc.
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$44.7K)
Filed 2026-10-26
Bokf, NA
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 2,556,125
Change-2,556,125 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,004,379
Change-1,004,379 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 608,379
Change-608,379 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 427,481
Change-427,481 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 380,878
Change-380,878 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 353,280
Change-353,280 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 288,381
Change-288,381 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 272,454
Change-272,454 (-100%)
Value—
UBS Group AG
N/A
Shares— from 117,493
Change-117,493 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 117,250
Change-117,250 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 117,076
Change-117,076 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 109,124
Change-109,124 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 90,047
Change-90,047 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 78,042
Change-78,042 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 68,961
Change-68,961 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 60,490
Change-60,490 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 53,326
Change-53,326 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 49,578
Change-49,578 (-100%)
Value—
Creek Drive Management Group LLC
N/A
Shares— from 47,000
Change-47,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 44,192
Change-44,192 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 43,767
Change-43,767 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 39,838
Change-39,838 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 39,427
Change-39,427 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 30,800
Change-30,800 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 28,339
Change-28,339 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 27,984
Change-27,984 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,896
Change-25,896 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,138
Change-22,138 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 21,509
Change-21,509 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,343
Change-20,343 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 18,549
Change-18,549 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,490
Change-17,490 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,416
Change-17,416 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,778
Change-16,778 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 14,251
Change-14,251 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,194
Change-14,194 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,977
Change-13,977 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,110
Change-13,110 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,366
Change-12,366 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,060
Change-11,060 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,031
Change-11,031 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,028
Change-11,028 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,351
Change-10,351 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 10,329
Change-10,329 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,260
Change-10,260 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,623
Change-7,623 (-100%)
Value—
&partners
N/A
Shares— from 7,450
Change-7,450 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 6,521
Change-6,521 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 985
Change-985 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 841
Change-841 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 317
Change-317 (-100%)
Value—
FMR LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 272
Change-272 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 250
Change-250 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20
Change-20 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
J.Safra Asset Management Corp
INCREASED1,030,8661,002,216+28,650+3%$42.3M$43.2M+$909.5K2026-11-03
Patten & Patten Inc
INCREASED310,780305,520+5,260+2%$12.9M$13.0M+$131.7K2026-10-26
Allen Investment Management, LLC
UNCHANGED219,011219,01100%$9.2M$9.2M-$63.5K2026-11-03
Trek Financial, LLC
INCREASED218,772174,324+44,448+26%$7.4M$9.2M+$1.8M2026-10-29
Viewpoint Investment Partners Corp
INCREASED62,43962,261+178+0%$2.8M$2.8M-$7.9K2026-10-26
Prospera Financial Services Inc
DECREASED52,69454,621-1,927-4%$2.3M$2.1M-$219.6K2026-11-04
Pilgrim Partners Asia Pte Ltd
INCREASED52,10017,400+34,700+199%$733.9K$2.2M+$1.4M2026-10-29
Commonwealth Equity Services, LLC
DECREASED46,14556,635-10,490-19%$2.4M$1.9M-$455.8K2026-11-02
Oppenheimer & Co Inc
DECREASED43,18164,185-21,004-33%$2.7M$1.8M-$898.5K2026-10-26
PNC Financial Services Group, Inc.
DECREASED39,12442,824-3,700-9%$1.8M$1.6M-$167.4K2026-11-06
Pekin Hardy Strauss, Inc.
DECREASED32,14532,645-500-2%$1.4M$1.3M-$30.4K2026-11-02
Citizens Financial Group Inc
INCREASED31,47123,288+8,183+35%$982.3K$1.3M+$336.0K2026-10-23
Bluesphere Advisors LLC
DECREASED30,96031,963-1,003-3%$1.3M$1.3M-$51.3K2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED29,48132,517-3,036-9%$1.4M$1.2M-$136.6K2026-10-23
James Investment Research, Inc.
DECREASED27,47629,199-1,723-6%$1.2M$1.2M-$80.6K2026-10-22
Financial Security Advisor, Inc.
DECREASED23,33324,121-788-3%$1.0M$977.4K-$40.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED21,93321,155+778+4%$892.0K$919-$891.1K2026-11-02
Terra Nova Asset Management LLC
DECREASED21,66222,395-733-3%$944.6K$907.4K-$37.2K2026-10-13
Creative Planning
DECREASED20,82228,519-7,697-27%$1.2M$872.2K-$330.7K2026-11-02
McAdam, LLC
UNCHANGED20,32620,32600%$857.4K$851.5K-$5.9K2026-10-21
Laurel Wealth Advisors LLC
DECREASED20,03023,430-3,400-15%$988.3K$839.1K-$149.2K2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED18,67518,175+500+3%$754.4K$787.3K+$32.9K2026-10-29
Truist Financial Corp
DECREASED17,84722,318-4,471-20%$941.4K$747.6K-$193.8K2026-10-30
Raab & Moskowitz Asset Management LLC
DECREASED16,84117,011-170-1%$717.5K$705.5K-$12.1K2026-11-02
Nvwm, LLC
INCREASED15,83415,702+132+1%$662.3K$663.3K+$9752026-10-14
TD Waterhouse Canada Inc.
INCREASED14,77114,683+88+1%$628.3K$610.7K-$17.6K2026-10-16
PW Nova Financial Services LLC
DECREASED12,88418,037-5,153-29%$760.8K$539.7K-$221.1K2026-10-15
Whalen Wealth Management Inc.
NEW12,732—+12,732——$533.3K—2026-10-08
Dynamic Advisor Solutions LLC
DECREASED12,32312,625-302-2%$532.5K$516.2K-$16.3K2026-10-13
BFI Infinity Ltd.
INCREASED10,0306,093+3,937+65%$257.0K$420.2K+$163.2K2026-10-16
Spinnaker Investment Group, LLC
DECREASED9,76412,071-2,307-19%$509.2K$409.0K-$100.1K2026-10-13
Joseph P. Lucia & Associates, LLC
UNCHANGED9,4279,42700%$397.6K$394.9K-$2.7K2026-10-30
PFG Advisors
DECREASED9,1759,350-175-2%$394.4K$384.3K-$10.0K2026-10-16
LPL Financial LLC
INCREASED9,0077,213+1,794+25%$304.2K$377.3K+$73.1K2026-11-06
Foresight Capital Management Advisors, Inc.
INCREASED8,2738,089+184+2%$341.2K$346.5K+$5.3K2026-10-27
Kestra Advisory Services, LLC
DECREASED8,2508,633-383-4%$364.1K$345.6K-$18.5K2026-11-02
Vontobel Holding Ltd.
INCREASED8,1447,074+1,070+15%$298.4K$341.2K+$42.8K2026-10-16
Magnolia Capital Management LTD
DECREASED7,74513,385-5,640-42%$565$324-$2412026-10-09
StoneX Group Inc.
DECREASED7,5918,829-1,238-14%$371.0K$324.3K-$46.7K2026-11-03
IFP Advisors, Inc
DECREASED7,5528,707-1,155-13%$367.3K$316.4K-$50.9K2026-10-16
Clear Creek Financial Management, LLC
INCREASED6,8456,585+260+4%$277.8K$286.7K+$9.0K2026-10-28
Werba Rubin Papier Wealth Management
DECREASED6,15210,295-4,143-40%$434.2K$257.7K-$176.5K2026-11-06
Simon Quick Advisors, LLC
UNCHANGED6,0116,01100%$253.5K$251.8K-$1.7K2026-10-26
GenTrust, LLC
UNCHANGED5,9375,93700%$250.4K$248.7K-$1.7K2026-11-06
MGO One Seven LLC
DECREASED5,7845,788-40%$244.1K$242.3K-$1.8K2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED5,3655,36500%$222.4K$224.8K+$2.4K2026-10-26
Spire Wealth Management
UNCHANGED5,0505,05000%$213.0K$211.5K-$1.5K2026-10-30
Park Avenue Securities LLC
DECREASED4,79514,069-9,274-66%$593.0K$201-$592.8K2026-10-26
Kingdom Financial Group Llc.
DECREASED3,8684,176-308-7%$176.1K$162.0K-$14.1K2026-11-04
US Bancorp \de\
DECREASED3,6334,257-624-15%$179.6K$152.2K-$27.4K2026-11-05
Fifth Third Bancorp
DECREASED3,3023,387-85-3%$142.8K$138.3K-$4.5K2026-11-05
Intesa Sanpaolo Wealth Management
INCREASED2,1001,400+700+50%$59.1K$88.0K+$28.9K2026-10-28
Farther Finance Advisors, LLC
DECREASED2,0332,373-340-14%$100.1K$85.2K-$14.9K2026-10-08
Compass Financial Management LLC
NEW1,247—+1,247——$52.2K—2026-10-30
Central Trust Co
DECREASED7751,275-500-39%$53.8K$32.5K-$21.3K2026-11-05
Activest Wealth Management
UNCHANGED76876800%$32.4K$32.2K-$2222026-10-15
Roxbury Financial LLC
UNCHANGED65465400%$27.6K$27.4K-$1902026-10-01
Country Trust Bank
UNCHANGED60060000%$25.3K$25.1K-$1742026-10-30
Guardian Partners Inc.
UNCHANGED60060000%$25.3K$25.1K-$1742026-10-21
Financial Freedom, LLC
NEW581—+581——$24.4K—2026-11-06
NBT Bank, N.A.
DECREASED5431,540-997-65%$65.0K$22.7K-$42.2K2026-10-21
Avion Wealth
NEW537—+537——$22—2026-11-04
Costello Asset Management, Inc
UNCHANGED50050000%$21.1K$20.9K-$1452026-10-30
Allworth Financial LP
UNCHANGED48048000%$20.2K$20.2K$02026-11-06
Center for Financial Planning, Inc.
UNCHANGED36336300%$15.3K$15.2K-$1062026-10-26
Deutsche Bank Ag\
DECREASED305450-145-32%$19.0K$12.8K-$6.2K2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED18218200%$8$8$02026-11-04
St. Johns Investment Management Company, LLC
UNCHANGED16816800%$7.1K$7.0K-$482026-10-30
Nfsg Corp
UNCHANGED15015000%$6.3K$6.3K-$432026-10-15
Assetmark, Inc
NEW140—+140——$5.9K—2026-10-21
SJS Investment Consulting Inc.
UNCHANGED14014000%$5.9K$5.9K-$412026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED12712700%$5.4K$5.3K-$362026-10-20
Milestone Investment Advisors LLC
UNCHANGED11811800%$5.0K$5.0K-$352026-11-05
Evermay Wealth Management LLC
UNCHANGED10710700%$4.5K$4.5K-$312026-11-05
Markowski Investments
NEW82—+82——$3.4K—2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED757500%$3.2K$3.1K-$222026-10-20
Investors Research Corp
UNCHANGED707000%$3.0K$2.9K-$202026-10-07
Evolution Wealth Management Inc.
UNCHANGED515100%$2.2K$2.1K-$152026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED515100%$2.2K$2.1K-$152026-10-28
Ashurst Perkins Coie Trust Co
NEW31—+31——$1.3K—2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED252500%$1.1K$1.0K-$72026-10-23
Trust Co
UNCHANGED202000%$844$838-$62026-10-09
Nemes Rush Group LLC
UNCHANGED121200%$506$503-$32026-11-04
Toth Financial Advisory Corp
UNCHANGED111100%$464$461-$32026-10-08
Trust Co of Toledo NA
UNCHANGED6600%$253$251-$22026-10-16
Scarborough Advisors, LLC
CLOSED045,072-45,072-100%$1.9M$0-$1.9M2026-10-16
Apollon Wealth Management, LLC
CLOSED07,875-7,875-100%$332.2K$0-$332.2K2026-10-23
Imc-Chicago, LLC
CLOSED07,032-7,032-100%$296.6K$0-$296.6K2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED06,035-6,035-100%$256.3K$0-$256.3K2026-10-13
Lavelle Capital LP
CLOSED05,257-5,257-100%$221.7K$0-$221.7K2026-11-03
Avalon Capital Management
CLOSED04,970-4,970-100%$209.6K$0-$209.6K2026-11-04
International Assets Investment Management, LLC
CLOSED02,795-2,795-100%$119.7K$0-$119.7K2026-11-02
Simplex Trading, LLC
CLOSED02,262-2,262-100%$95.4K$0-$95.4K2026-11-04
CX Institutional
CLOSED01,220-1,220-100%$51$0-$512026-10-02
TFC Financial Management, Inc.
CLOSED01,060-1,060-100%$44.7K$0-$44.7K2026-10-26
Bokf, NA
CLOSED0300-300-100%$12.7K$0-$12.7K2026-10-27
AdvisorNet Financial, Inc
CLOSED0201-201-100%$8.5K$0-$8.5K2026-10-15
Brooklyn FI, LLC
CLOSED029-29-100%$1.2K$0-$1.2K2026-11-05
Morgan Stanley
N/A—2,556,125-2,556,125-100%$107.8M———
Bank of Montreal
N/A—1,004,379-1,004,379-100%$42.4M———
Oversea-Chinese Banking Corp Ltd
N/A—608,379-608,379-100%$25.5M———
Robinhood Asset Management, LLC
N/A—427,481-427,481-100%$18.0M———
CacheTech Inc.
N/A—380,878-380,878-100%$16.1M———
Adams Wealth Management
N/A—353,280-353,280-100%$14.9M———
Susquehanna International Group, LLP
N/A—288,381-288,381-100%$12.2M———
Royal Bank of Canada
N/A—272,454-272,454-100%$11.5M———
UBS Group AG
N/A—117,493-117,493-100%$5.0M———
Ethos Financial Group, LLC
N/A—117,250-117,250-100%$5.2M———
Sharpepoint LLC
N/A—117,076-117,076-100%$4.9M———
National Bank of Canada
N/A—109,124-109,124-100%$4.6M———
Raymond James Financial Inc
N/A—90,047-90,047-100%$3.8M———
Cetera Investment Advisers
N/A—78,042-78,042-100%$3.3M———
Loomis Sayles & Co L P
N/A—68,961-68,961-100%$2.9M———
Savvy Advisors, Inc.
N/A—60,490-60,490-100%$2.6M———
CIBC World Market Inc.
N/A—53,326-53,326-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—49,578-49,578-100%$2.1M———
Creek Drive Management Group LLC
N/A—47,000-47,000-100%$2.0M———
Principal Securities, Inc.
N/A—44,192-44,192-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—43,767-43,767-100%$1.8M———
Janney Montgomery Scott LLC
N/A—39,838-39,838-100%$1.7M———
OneDigital Investment Advisors LLC
N/A—39,427-39,427-100%$1.7M———
Castleark Management LLC
N/A—30,800-30,800-100%$1.3M———
Federation des caisses Desjardins du Quebec
N/A—28,339-28,339-100%$1.2M———
Scotia Capital Inc.
N/A—27,984-27,984-100%$1.2M———
Mercer Global Advisors Inc
N/A—25,896-25,896-100%$1.1M———
Sanctuary Advisors, LLC
N/A—22,138-22,138-100%$933.8K———
Financial Sense Advisors, Inc.
N/A—21,509-21,509-100%$907.3K———
Envestnet Asset Management Inc
N/A—20,343-20,343-100%$858.1K———
Advisory Alpha, LLC
N/A—18,549-18,549-100%$782.4K———
Franklin Resources Inc
N/A—17,500-17,500-100%$738.2K———
Cerity Partners LLC
N/A—17,490-17,490-100%$737.7K———
GTS Securities LLC
N/A—17,416-17,416-100%$734.6K———
Goldman Sachs Group Inc
N/A—16,778-16,778-100%$707.7K———
Per Stirling Capital Management, Llc.
N/A—14,251-14,251-100%$601.1K———
Captrust Financial Advisors
N/A—14,194-14,194-100%$598.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,977-13,977-100%$589.6K———
Focus Partners Wealth
N/A—13,110-13,110-100%$553.0K———
HRT Financial LP
N/A—12,366-12,366-100%$521.0K———
AlTi Global, Inc.
N/A—11,440-11,440-100%$482.5K———
Hilltop Holdings Inc.
N/A—11,060-11,060-100%$466.5K———
Advisory Services Network, LLC
N/A—11,031-11,031-100%$465.3K———
HighTower Advisors, LLC
N/A—11,028-11,028-100%$465.2K———
Belpointe Asset Management LLC
N/A—10,351-10,351-100%$436.6K———
Vigil Wealth Management, LLC
N/A—10,329-10,329-100%$435.7K———
Cresset Asset Management, LLC
N/A—10,260-10,260-100%$432.8K———
MML Investors Services, LLC
N/A—9,798-9,798-100%$413.3K———
Tidal Investments LLC
N/A—9,094-9,094-100%$383.6K———
Kingsview Wealth Management, LLC
N/A—8,121-8,121-100%$342.6K———
Stifel Financial Corp
N/A—7,623-7,623-100%$321.5K———
&partners
N/A—7,450-7,450-100%$314.2K———
Dearborn Partners LLC
N/A—7,150-7,150-100%$301.6K———
JTC Employer Solutions Trustee Ltd
N/A—7,053-7,053-100%$297.0K———
Citadel Advisors LLC
N/A—6,963-6,963-100%$293.7K———
EP Wealth Advisors, LLC
N/A—6,874-6,874-100%$290.0K———
Osaic Holdings, Inc.
N/A—6,656-6,656-100%$280.8K———
SSA Swiss Advisors AG
N/A—6,521-6,521-100%$275.1K———
Insigneo Advisory Services, LLC
N/A—5,481-5,481-100%$231.2K———
Johnson Investment Counsel Inc
N/A—5,150-5,150-100%$217.2K———
Stillwater Private Wealth, LLC
N/A—5,126-5,126-100%$244———
Northern Trust Corp
N/A—5,000-5,000-100%$210.9K———
Huntington National Bank
N/A—5,000-5,000-100%$210.9K———
CreativeOne Wealth, LLC
N/A—4,815-4,815-100%$203.1K———
PeakShares LLC
N/A—3,243-3,243-100%$136.8K———
Glassman Wealth Services
N/A—3,145-3,145-100%$132.7K———
Ameritas Advisory Services, LLC
N/A—3,122-3,122-100%$131.7K———
Boreal Capital Management LLC
N/A—2,930-2,930-100%$123.6K———
Wells Fargo & Company
N/A—2,828-2,828-100%$119.3K———
Harbour Investments, Inc.
N/A—2,686-2,686-100%$113.3K———
SHP Wealth Management
N/A—2,033-2,033-100%$85.8K———
Capital Analysts, LLC
N/A—1,971-1,971-100%$83.0K———
BFC Planning, Inc.
N/A—1,556-1,556-100%$65.6K———
ST Germain D J Co Inc
N/A—1,309-1,309-100%$55.2K———
Continuum Advisory, LLC
N/A—1,259-1,259-100%$53.1K———
Banque Cantonale Vaudoise
N/A—985-985-100%$42———
Heritage Wealth Advisors
N/A—841-841-100%$35.5K———
Group One Trading LLC
N/A—808-808-100%$34.1K———
Global Retirement Partners, LLC
N/A—505-505-100%$21.3K———
Rockefeller Capital Management L.P.
N/A—317-317-100%$13.4K———
FMR LLC
N/A—290-290-100%$12.2K———
Tower Research Capital LLC (TRC)
N/A—272-272-100%$11.5K———
Arax Advisory Partners
N/A—250-250-100%$10.5K———
BlackRock, Inc.
N/A—200-200-100%$8.4K———
Geneos Wealth Management Inc.
N/A—182-182-100%$7.7K———
Rothschild Investment LLC
N/A—180-180-100%$7.6K———
Dunhill Financial, LLC
N/A—31-31-100%$1.3K———
BNP Paribas Financial Markets
N/A—20-20-100%$844———
JPMorgan Chase & Co
N/A—7-7-100%$291———
Showing 187 of 187 institutions