Templeton Emrg Mkts Inc (TEI)

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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Evergreen Capital Management LLC

INCREASED

Shares2,336,426 from 2,235,663

Change+100,763 (+5%)

Value$14.4M (-$699.4K)

Filed 2026-10-23

Rareview Capital LLC

INCREASED

Shares662,049 from 605,008

Change+57,041 (+9%)

Value$4.1M (+$441.6K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares586,592 from 572,359

Change+14,233 (+2%)

Value$3.6M (-$250.2K)

Filed 2026-11-06

Pekin Hardy Strauss, Inc.

INCREASED

Shares424,747 from 419,699

Change+5,048 (+1%)

Value$2.6M (-$216.6K)

Filed 2026-11-02

Shaker Financial Services, LLC

INCREASED

Shares356,491 from 300,664

Change+55,827 (+19%)

Value$2.2M (+$165.9K)

Filed 2026-10-14

Uncommon Cents Investing Inc

INCREASED

Shares319,135 from 301,810

Change+17,325 (+6%)

Value$2.0M (-$71.5K)

Filed 2026-10-20

Flagship Harbor Advisors, LLC

INCREASED

Shares289,648 from 275,934

Change+13,714 (+5%)

Value$1.8M (-$78.4K)

Filed 2026-10-26

Oppenheimer & Co Inc

INCREASED

Shares186,627 from 185,569

Change+1,058 (+1%)

Value$1.1M (-$103.0K)

Filed 2026-10-26

Kaizen Financial Strategies

INCREASED

Shares186,155 from 178,005

Change+8,150 (+5%)

Value$1.1M (-$47.8K)

Filed 2026-10-09

US Bancorp \de\

UNCHANGED

Shares176,492 from 176,492

Change0 (0%)

Value$1.1M (-$104.1K)

Filed 2026-11-05

Mills Wealth Advisors LLC

DECREASED

Shares163,210 from 189,422

Change-26,212 (-14%)

Value$1.0M (-$270.9K)

Filed 2026-10-22

Kestra Advisory Services, LLC

NEW

Shares142,989

Change+142,989

Value$879.4K

Filed 2026-11-02

Kercheville Advisors, LLC

INCREASED

Shares74,597 from 64,639

Change+9,958 (+15%)

Value$458.8K (+$23.1K)

Filed 2026-10-19

SAX Wealth Advisors, LLC

UNCHANGED

Shares62,280 from 62,280

Change0 (0%)

Value$383.0K (+$8.7K)

Filed 2026-10-13

Calamos Advisors LLC

INCREASED

Shares52,770 from 30,257

Change+22,513 (+74%)

Value$324.5K (+$120.6K)

Filed 2026-11-02

B. Riley Wealth Advisors, Inc.

INCREASED

Shares48,854 from 45,824

Change+3,030 (+7%)

Value$300.5K (-$5.6K)

Filed 2026-10-13

Harbour Capital Advisors, LLC

UNCHANGED

Shares48,049 from 48,049

Change0 (0%)

Value$295.5K (-$30.3K)

Filed 2026-10-13

Truist Financial Corp

INCREASED

Shares44,114 from 44,078

Change+36 (+0%)

Value$271.3K (-$25.8K)

Filed 2026-10-30

SeaCrest Wealth Management, LLC

INCREASED

Shares33,696 from 33,521

Change+175 (+1%)

Value$207.2K (-$18.7K)

Filed 2026-10-21

Capital Investment Advisors, LLC

UNCHANGED

Shares30,718 from 30,718

Change0 (0%)

Value$188.9K (-$18.1K)

Filed 2026-10-22

Wolverine Asset Management LLC

NEW

Shares25,550

Change+25,550

Value$157.1K

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares23,989 from 25,118

Change-1,129 (-4%)

Value$148 (-$168.9K)

Filed 2026-11-02

Uhlmann Price Securities, LLC

DECREASED

Shares22,904 from 29,786

Change-6,882 (-23%)

Value$140.9K (-$59.9K)

Filed 2026-11-03

SMH Capital Advisors Inc

INCREASED

Shares22,799 from 22,054

Change+745 (+3%)

Value$140.2K (-$8.4K)

Filed 2026-10-29

Csenge Advisory Group

INCREASED

Shares18,762 from 16,195

Change+2,567 (+16%)

Value$115.4K (+$6.2K)

Filed 2026-11-04

Eiger Wealth Management, LLC

UNCHANGED

Shares18,500 from 18,500

Change0 (0%)

Value$113.8K (-$10.9K)

Filed 2026-11-03

Gridiron Partners, LLC

UNCHANGED

Shares17,486 from 17,486

Change0 (0%)

Value$107.5K (-$10.3K)

Filed 2026-10-08

Breakwater Capital Group

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$104.6K (-$10.0K)

Filed 2026-10-09

Farther Finance Advisors, LLC

UNCHANGED

Shares16,150 from 16,150

Change0 (0%)

Value$99.3K (-$9.0K)

Filed 2026-10-08

Pacific Wealth Strategies Group, Inc.

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$98.4K (-$9.4K)

Filed 2026-11-02

Creative Planning

NEW

Shares15,795

Change+15,795

Value$97.1K

Filed 2026-11-02

Apollon Wealth Management, LLC

UNCHANGED

Shares14,184 from 14,184

Change0 (0%)

Value$87.2K (-$8.4K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

NEW

Shares13,487

Change+13,487

Value$82.4K

Filed 2026-10-13

Choreo, LLC

DECREASED

Shares11,234 from 13,616

Change-2,382 (-17%)

Value$69.1K (-$22.7K)

Filed 2026-10-28

Noble Wealth Management PBC

UNCHANGED

Shares10,825 from 10,825

Change0 (0%)

Value$66.6K (-$6.4K)

Filed 2026-10-01

CoreCap Advisors, LLC

UNCHANGED

Shares5,895 from 5,895

Change0 (0%)

Value$36.3K (-$3.5K)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares5,181 from 5,246

Change-65 (-1%)

Value$31.9K (-$3.5K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares2,261 from 2,779

Change-518 (-19%)

Value$13.9K (-$4.8K)

Filed 2026-10-27

Clearstead Advisors, LLC

UNCHANGED

Shares2,089 from 2,089

Change0 (0%)

Value$12.8K (-$1.2K)

Filed 2026-11-06

WPG Advisers, LLC

DECREASED

Shares1,112 from 1,189

Change-77 (-6%)

Value$6.8K (-$1.2K)

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares468 from 468

Change0 (0%)

Value$3.2K ($0)

Filed 2026-11-06

Highline Wealth Partners LLC

UNCHANGED

Shares430 from 430

Change0 (0%)

Value$2.6K (-$253)

Filed 2026-10-19

Root Financial Partners, LLC

NEW

Shares214

Change+214

Value$1.3K

Filed 2026-10-21

Byrne Asset Management LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$1.2K (-$132)

Filed 2026-10-06

Physician Wealth Advisors, Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$1.2K (-$118)

Filed 2026-10-20

Assetmark, Inc

DECREASED

Shares141 from 364

Change-223 (-61%)

Value$867 (-$1.6K)

Filed 2026-10-21

CX Institutional

INCREASED

Shares115 from 112

Change+3 (+3%)

Value$1 ($0)

Filed 2026-10-02

Hara Capital LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$615 (-$59)

Filed 2026-10-30

Sunrise Financial Services, LLC

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$234 (-$22)

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$135 (-$13)

Filed 2026-10-14

New Harbor Financial Group, LLC

CLOSED

Shares0 from 14,027

Change-14,027 (-100%)

Value$0 (-$94.5K)

Filed 2026-10-22

Waterfront Wealth Inc.

CLOSED

Shares0 from 13,838

Change-13,838 (-100%)

Value$0 (-$93.8K)

Filed 2026-11-03

Merit Financial Group, LLC

CLOSED

Shares0 from 10,409

Change-10,409 (-100%)

Value$0 (-$70.2K)

Filed 2026-11-06

Albion Financial Group

CLOSED

Shares0 from 671

Change-671 (-100%)

Value$0 (-$4.5K)

Filed 2026-10-21

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 249

Change-249 (-100%)

Value$0 (-$1.7K)

Filed 2026-11-03

Deutsche Bank Ag\

CLOSED

Shares0 from 79

Change-79 (-100%)

Value$0 (-$532)

Filed 2026-11-06

Morgan Stanley

N/A

Shares— from 2,682,537

Change-2,682,537 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 1,443,944

Change-1,443,944 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 944,656

Change-944,656 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 514,203

Change-514,203 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 442,872

Change-442,872 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 283,725

Change-283,725 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 236,852

Change-236,852 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 223,977

Change-223,977 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 219,512

Change-219,512 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 216,362

Change-216,362 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 184,551

Change-184,551 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 172,451

Change-172,451 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 125,567

Change-125,567 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 119,249

Change-119,249 (-100%)

Value—

Invictus Private Wealth, LLC

N/A

Shares— from 113,376

Change-113,376 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 111,370

Change-111,370 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 96,527

Change-96,527 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 79,493

Change-79,493 (-100%)

Value—

UBS Group AG

N/A

Shares— from 75,619

Change-75,619 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 63,414

Change-63,414 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 57,836

Change-57,836 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 38,446

Change-38,446 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 38,337

Change-38,337 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 35,900

Change-35,900 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 33,807

Change-33,807 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 32,760

Change-32,760 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 27,205

Change-27,205 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 26,547

Change-26,547 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 25,723

Change-25,723 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 23,300

Change-23,300 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 23,000

Change-23,000 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 22,396

Change-22,396 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 20,312

Change-20,312 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 17,970

Change-17,970 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 14,831

Change-14,831 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 12,816

Change-12,816 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11,159

Change-11,159 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,885

Change-10,885 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,874

Change-7,874 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,860

Change-5,860 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,867

Change-4,867 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 3,867

Change-3,867 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 1,556

Change-1,556 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,476

Change-1,476 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 1,438

Change-1,438 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 950

Change-950 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

Timbuktu Capital Management, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 332

Change-332 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 280

Change-280 (-100%)

Value—

Broadwater Capital Management LLC

N/A

Shares— from 112

Change-112 (-100%)

Value—

	Status
Evergreen Capital Management LLC	INCREASED	2,336,426	2,235,663	+100,763	+5%	$15.1M	$14.4M	-$699.4K	2026-10-23
Rareview Capital LLC	INCREASED	662,049	605,008	+57,041	+9%	$3.6M	$4.1M	+$441.6K	2026-11-05
LPL Financial LLC	INCREASED	586,592	572,359	+14,233	+2%	$3.9M	$3.6M	-$250.2K	2026-11-06
Pekin Hardy Strauss, Inc.	INCREASED	424,747	419,699	+5,048	+1%	$2.8M	$2.6M	-$216.6K	2026-11-02
Shaker Financial Services, LLC	INCREASED	356,491	300,664	+55,827	+19%	$2.0M	$2.2M	+$165.9K	2026-10-14
Uncommon Cents Investing Inc	INCREASED	319,135	301,810	+17,325	+6%	$2.0M	$2.0M	-$71.5K	2026-10-20
Flagship Harbor Advisors, LLC	INCREASED	289,648	275,934	+13,714	+5%	$1.9M	$1.8M	-$78.4K	2026-10-26
Oppenheimer & Co Inc	INCREASED	186,627	185,569	+1,058	+1%	$1.3M	$1.1M	-$103.0K	2026-10-26
Kaizen Financial Strategies	INCREASED	186,155	178,005	+8,150	+5%	$1.2M	$1.1M	-$47.8K	2026-10-09
US Bancorp \de\	UNCHANGED	176,492	176,492	0	0%	$1.2M	$1.1M	-$104.1K	2026-11-05
Mills Wealth Advisors LLC	DECREASED	163,210	189,422	-26,212	-14%	$1.3M	$1.0M	-$270.9K	2026-10-22
Kestra Advisory Services, LLC	NEW	142,989	—	+142,989	—	—	$879.4K	—	2026-11-02
Kercheville Advisors, LLC	INCREASED	74,597	64,639	+9,958	+15%	$435.7K	$458.8K	+$23.1K	2026-10-19
SAX Wealth Advisors, LLC	UNCHANGED	62,280	62,280	0	0%	$374.3K	$383.0K	+$8.7K	2026-10-13
Calamos Advisors LLC	INCREASED	52,770	30,257	+22,513	+74%	$203.9K	$324.5K	+$120.6K	2026-11-02
B. Riley Wealth Advisors, Inc.	INCREASED	48,854	45,824	+3,030	+7%	$306.1K	$300.5K	-$5.6K	2026-10-13
Harbour Capital Advisors, LLC	UNCHANGED	48,049	48,049	0	0%	$325.8K	$295.5K	-$30.3K	2026-10-13
Truist Financial Corp	INCREASED	44,114	44,078	+36	+0%	$297.1K	$271.3K	-$25.8K	2026-10-30
SeaCrest Wealth Management, LLC	INCREASED	33,696	33,521	+175	+1%	$225.9K	$207.2K	-$18.7K	2026-10-21
Capital Investment Advisors, LLC	UNCHANGED	30,718	30,718	0	0%	$207.0K	$188.9K	-$18.1K	2026-10-22
Wolverine Asset Management LLC	NEW	25,550	—	+25,550	—	—	$157.1K	—	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	23,989	25,118	-1,129	-4%	$169.0K	$148	-$168.9K	2026-11-02
Uhlmann Price Securities, LLC	DECREASED	22,904	29,786	-6,882	-23%	$200.8K	$140.9K	-$59.9K	2026-11-03
SMH Capital Advisors Inc	INCREASED	22,799	22,054	+745	+3%	$148.6K	$140.2K	-$8.4K	2026-10-29
Csenge Advisory Group	INCREASED	18,762	16,195	+2,567	+16%	$109.2K	$115.4K	+$6.2K	2026-11-04
Eiger Wealth Management, LLC	UNCHANGED	18,500	18,500	0	0%	$124.7K	$113.8K	-$10.9K	2026-11-03
Gridiron Partners, LLC	UNCHANGED	17,486	17,486	0	0%	$117.9K	$107.5K	-$10.3K	2026-10-08
Breakwater Capital Group	UNCHANGED	17,000	17,000	0	0%	$114.6K	$104.6K	-$10.0K	2026-10-09
Farther Finance Advisors, LLC	UNCHANGED	16,150	16,150	0	0%	$108.3K	$99.3K	-$9.0K	2026-10-08
Pacific Wealth Strategies Group, Inc.	UNCHANGED	16,000	16,000	0	0%	$107.8K	$98.4K	-$9.4K	2026-11-02
Creative Planning	NEW	15,795	—	+15,795	—	—	$97.1K	—	2026-11-02
Apollon Wealth Management, LLC	UNCHANGED	14,184	14,184	0	0%	$95.6K	$87.2K	-$8.4K	2026-10-23
Wealth Enhancement Advisory Services, LLC	NEW	13,487	—	+13,487	—	—	$82.4K	—	2026-10-13
Choreo, LLC	DECREASED	11,234	13,616	-2,382	-17%	$91.8K	$69.1K	-$22.7K	2026-10-28
Noble Wealth Management PBC	UNCHANGED	10,825	10,825	0	0%	$73.0K	$66.6K	-$6.4K	2026-10-01
CoreCap Advisors, LLC	UNCHANGED	5,895	5,895	0	0%	$39.7K	$36.3K	-$3.5K	2026-10-08
Fifth Third Bancorp	DECREASED	5,181	5,246	-65	-1%	$35.4K	$31.9K	-$3.5K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	DECREASED	2,261	2,779	-518	-19%	$18.7K	$13.9K	-$4.8K	2026-10-27
Clearstead Advisors, LLC	UNCHANGED	2,089	2,089	0	0%	$14.1K	$12.8K	-$1.2K	2026-11-06
WPG Advisers, LLC	DECREASED	1,112	1,189	-77	-6%	$8.0K	$6.8K	-$1.2K	2026-10-27
Allworth Financial LP	UNCHANGED	468	468	0	0%	$3.2K	$3.2K	$0	2026-11-06
Highline Wealth Partners LLC	UNCHANGED	430	430	0	0%	$2.9K	$2.6K	-$253	2026-10-19
Root Financial Partners, LLC	NEW	214	—	+214	—	—	$1.3K	—	2026-10-21
Byrne Asset Management LLC	UNCHANGED	200	200	0	0%	$1.3K	$1.2K	-$132	2026-10-06
Physician Wealth Advisors, Inc.	UNCHANGED	200	200	0	0%	$1.3K	$1.2K	-$118	2026-10-20
Assetmark, Inc	DECREASED	141	364	-223	-61%	$2.5K	$867	-$1.6K	2026-10-21
CX Institutional	INCREASED	115	112	+3	+3%	$1	$1	$0	2026-10-02
Hara Capital LLC	UNCHANGED	100	100	0	0%	$674	$615	-$59	2026-10-30
Sunrise Financial Services, LLC	UNCHANGED	38	38	0	0%	$256	$234	-$22	2026-10-21
Triumph Capital Management	UNCHANGED	22	22	0	0%	$148	$135	-$13	2026-10-14
New Harbor Financial Group, LLC	CLOSED	0	14,027	-14,027	-100%	$94.5K	$0	-$94.5K	2026-10-22
Waterfront Wealth Inc.	CLOSED	0	13,838	-13,838	-100%	$93.8K	$0	-$93.8K	2026-11-03
Merit Financial Group, LLC	CLOSED	0	10,409	-10,409	-100%	$70.2K	$0	-$70.2K	2026-11-06
Albion Financial Group	CLOSED	0	671	-671	-100%	$4.5K	$0	-$4.5K	2026-10-21
JFS Wealth Advisors, LLC	CLOSED	0	249	-249	-100%	$1.7K	$0	-$1.7K	2026-11-03
Deutsche Bank Ag\	CLOSED	0	79	-79	-100%	$532	$0	-$532	2026-11-06
Morgan Stanley	N/A	—	2,682,537	-2,682,537	-100%	$18.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	1,443,944	-1,443,944	-100%	$9.7M	—	—	—
Invesco Ltd.	N/A	—	944,656	-944,656	-100%	$6.4M	—	—	—
HighTower Advisors, LLC	N/A	—	514,203	-514,203	-100%	$3.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	442,872	-442,872	-100%	$3.0M	—	—	—
Cetera Investment Advisers	N/A	—	283,725	-283,725	-100%	$1.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	236,852	-236,852	-100%	$1.6M	—	—	—
Guggenheim Capital LLC	N/A	—	223,977	-223,977	-100%	$1.5M	—	—	—
Raymond James Financial Inc	N/A	—	219,512	-219,512	-100%	$1.5M	—	—	—
Bank of America Corp	N/A	—	216,362	-216,362	-100%	$1.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	184,551	-184,551	-100%	$1.2M	—	—	—
Mason & Associates Inc	N/A	—	172,451	-172,451	-100%	$1.2M	—	—	—
Wells Fargo & Company	N/A	—	125,567	-125,567	-100%	$846.3K	—	—	—
Mutual Advisors, LLC	N/A	—	119,249	-119,249	-100%	$803.7K	—	—	—
Invictus Private Wealth, LLC	N/A	—	113,376	-113,376	-100%	$764.2K	—	—	—
Bramshill Investments, LLC	N/A	—	111,370	-111,370	-100%	$750.6K	—	—	—
Savvy Advisors, Inc.	N/A	—	96,527	-96,527	-100%	$650.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	79,493	-79,493	-100%	$535.8K	—	—	—
UBS Group AG	N/A	—	75,619	-75,619	-100%	$509.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	63,414	-63,414	-100%	$427.4K	—	—	—
First Trust Advisors LP	N/A	—	57,836	-57,836	-100%	$389.8K	—	—	—
Virtu Financial LLC	N/A	—	38,446	-38,446	-100%	$259.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	38,337	-38,337	-100%	$258.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	35,900	-35,900	-100%	$242.0K	—	—	—
Stifel Financial Corp	N/A	—	33,807	-33,807	-100%	$227.9K	—	—	—
XTX Topco Ltd	N/A	—	32,760	-32,760	-100%	$220.8K	—	—	—
Capital Analysts, LLC	N/A	—	27,205	-27,205	-100%	$183.0K	—	—	—
Citadel Advisors LLC	N/A	—	26,547	-26,547	-100%	$178.9K	—	—	—
Quantinno Capital Management LP	N/A	—	25,723	-25,723	-100%	$173.4K	—	—	—
Private Advisor Group, LLC	N/A	—	23,300	-23,300	-100%	$157.0K	—	—	—
Rathbones Group PLC	N/A	—	23,000	-23,000	-100%	$155.0K	—	—	—
Mariner, LLC	N/A	—	22,396	-22,396	-100%	$150.9K	—	—	—
HRT Financial LP	N/A	—	20,312	-20,312	-100%	$136.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	17,970	-17,970	-100%	$121.1K	—	—	—
Readystate Asset Management LP	N/A	—	14,831	-14,831	-100%	$100.0K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	14,000	-14,000	-100%	$94.4K	—	—	—
Intellectus Partners, LLC	N/A	—	12,816	-12,816	-100%	$86.4K	—	—	—
Everstar Asset Management, LLC	N/A	—	12,500	-12,500	-100%	$84.3K	—	—	—
Royal Bank of Canada	N/A	—	11,159	-11,159	-100%	$75.0K	—	—	—
Jane Street Group, LLC	N/A	—	10,885	-10,885	-100%	$73.4K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	10,000	-10,000	-100%	$67.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,874	-7,874	-100%	$53.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,860	-5,860	-100%	$39.5K	—	—	—
LRI Investments, LLC	N/A	—	5,000	-5,000	-100%	$33.7K	—	—	—
BFC Planning, Inc.	N/A	—	4,867	-4,867	-100%	$32.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	3,867	-3,867	-100%	$26.1K	—	—	—
Osbon Capital Management LLC	N/A	—	1,556	-1,556	-100%	$10.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,476	-1,476	-100%	$9.9K	—	—	—
TD Capital Management LLC	N/A	—	1,438	-1,438	-100%	$9.7K	—	—	—
Harbour Investments, Inc.	N/A	—	950	-950	-100%	$6.4K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	750	-750	-100%	$5.1K	—	—	—
Timbuktu Capital Management, LLC	N/A	—	500	-500	-100%	$3.4K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	332	-332	-100%	$2.2K	—	—	—
JPMorgan Chase & Co	N/A	—	280	-280	-100%	$1.9K	—	—	—
Broadwater Capital Management LLC	N/A	—	112	-112	-100%	$755	—	—	—

Showing 111 of 111 institutions