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GMO U.S. Quality ETF (QLTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AIA Group Ltd
UNCHANGED
Shares15,149,511 from 15,149,511
Change0 (0%)
Value$648.6M (+$18.0M)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares8,732,738 from 8,449,244
Change+283,494 (+3%)
Value$373.8M (+$22.2M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares7,970,097 from 6,097,325
Change+1,872,772 (+31%)
Value$331.7M (+$77.9M)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares7,320,437 from 6,701,176
Change+619,261 (+9%)
Value$304.4M (+$33.1M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares3,815,383 from 2,546,522
Change+1,268,861 (+50%)
Value$163.3M (+$57.4M)
Filed 2026-11-06
Legacy Advisors, LLC
DECREASED
Shares3,385,726 from 3,431,467
Change-45,741 (-1%)
Value$145.1M (+$2.1M)
Filed 2026-10-19
Crestwood Advisors Group, LLC
INCREASED
Shares2,001,742 from 1,971,647
Change+30,095 (+2%)
Value$85.7M (+$3.6M)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares1,616,154 from 1,771,602
Change-155,448 (-9%)
Value$69.2M (-$4.5M)
Filed 2026-10-22
Atria Investments, Inc
DECREASED
Shares1,555,563 from 1,703,146
Change-147,583 (-9%)
Value$66.6M (-$4.3M)
Filed 2026-10-15
Prodigy Asset Management LLC
DECREASED
Shares1,229,623 from 1,234,416
Change-4,793 (0%)
Value$52.6M (+$1.3M)
Filed 2026-10-28
Auxano Advisors, LLC
INCREASED
Shares1,001,772 from 950,941
Change+50,831 (+5%)
Value$42.9M (+$3.3M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares852,389 from 484,903
Change+367,486 (+76%)
Value$37.2M (+$16.8M)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares837,314 from 808,861
Change+28,453 (+4%)
Value$35.8M (+$2.2M)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares808,392 from 805,822
Change+2,570 (+0%)
Value$34.6M (+$1.1M)
Filed 2026-10-20
Allegheny Financial Group
INCREASED
Shares523,015 from 480,698
Change+42,317 (+9%)
Value$22.4M (+$2.4M)
Filed 2026-11-05
Colony Family Offices, LLC
DECREASED
Shares503,404 from 512,289
Change-8,885 (-2%)
Value$21.6M (+$235.4K)
Filed 2026-10-22
Verum Partners LLC
DECREASED
Shares481,097 from 483,100
Change-2,003 (0%)
Value$20.6M (+$489.1K)
Filed 2026-10-21
Stonehearth Capital Management, LLC
INCREASED
Shares454,836 from 447,576
Change+7,260 (+2%)
Value$19.5M (+$843.4K)
Filed 2026-10-13
Paragon Capital Management Ltd
INCREASED
Shares416,435 from 402,821
Change+13,614 (+3%)
Value$17.8M (+$1.1M)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
INCREASED
Shares416,280 from 387,232
Change+29,048 (+8%)
Value$17.8M (+$1.7M)
Filed 2026-10-26
Triangle Securities Wealth Management
INCREASED
Shares342,218 from 129,775
Change+212,443 (+164%)
Value$14.7M (+$9.2M)
Filed 2026-10-14
Alpha Advisors, LLC
DECREASED
Shares318,769 from 319,954
Change-1,185 (0%)
Value$13.6M (+$329.8K)
Filed 2026-10-19
Leisure Capital Management
DECREASED
Shares318,291 from 319,341
Change-1,050 (0%)
Value$13.6M (+$335.1K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares226,003 from 225,798
Change+205 (+0%)
Value$9.7M (+$435.5K)
Filed 2026-10-19
Diversified Trust Co
DECREASED
Shares186,086 from 189,586
Change-3,500 (-2%)
Value$8.0M (+$75.8K)
Filed 2026-11-06
Vicus Capital
DECREASED
Shares167,408 from 169,062
Change-1,654 (-1%)
Value$7.2M (+$130.4K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares154,776 from 155,203
Change-427 (0%)
Value$6.8M (+$294.9K)
Filed 2026-10-08
Hartford Financial Management Inc.
INCREASED
Shares143,729 from 142,248
Change+1,481 (+1%)
Value$6.2M (+$232.7K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
DECREASED
Shares127,815 from 129,110
Change-1,295 (-1%)
Value$5.5M (+$98.2K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares118,602 from 118,273
Change+329 (+0%)
Value$5.1M (+$154.8K)
Filed 2026-10-26
Sprinkle Financial Consultants LLC
INCREASED
Shares106,690 from 91,207
Change+15,483 (+17%)
Value$4.6M (+$771.5K)
Filed 2026-10-09
Exchange Traded Concepts, LLC
INCREASED
Shares100,841 from 99,686
Change+1,155 (+1%)
Value$4.3M (+$168.1K)
Filed 2026-10-28
Ironsides Asset Advisors, LLC
INCREASED
Shares85,375 from 81,959
Change+3,416 (+4%)
Value$3.7M (+$243.8K)
Filed 2026-10-20
Commerce Advisors, LLC
INCREASED
Shares81,373 from 80,297
Change+1,076 (+1%)
Value$3.5M (+$141.6K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares77,262 from 77,148
Change+114 (+0%)
Value$3.3M (+$96.7K)
Filed 2026-10-26
Hollow Brook Wealth Management LLC
INCREASED
Shares76,981 from 72,709
Change+4,272 (+6%)
Value$3.3M (+$268.6K)
Filed 2026-10-29
MCF Advisors LLC
DECREASED
Shares72,835 from 75,995
Change-3,160 (-4%)
Value$3.1M (-$46.1K)
Filed 2026-10-28
Princeton Global Asset Management LLC
DECREASED
Shares69,126 from 87,812
Change-18,686 (-21%)
Value$3.0M (-$695.5K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares67,936 from 69,817
Change-1,881 (-3%)
Value$2.9M (+$2.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares62,801 from 63,209
Change-408 (-1%)
Value$2.7M (+$58.8K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares61,758 from 63,954
Change-2,196 (-3%)
Value$2.6M (-$17.9K)
Filed 2026-11-02
Archer Investment Management, LLC
DECREASED
Shares50,621 from 56,094
Change-5,473 (-10%)
Value$2.2M (-$167.5K)
Filed 2026-10-13
Annex Advisory Services, LLC
DECREASED
Shares48,741 from 64,292
Change-15,551 (-24%)
Value$2.1M (-$589.2K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares48,000 from 45,700
Change+2,300 (+5%)
Value$2.1M (+$188.8K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares46,673 from 45,335
Change+1,338 (+3%)
Value$2.0M (+$110.2K)
Filed 2026-11-03
Certior Financial Group, LLC
INCREASED
Shares45,459 from 45,368
Change+91 (+0%)
Value$1.9M (+$57.9K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
DECREASED
Shares45,317 from 46,265
Change-948 (-2%)
Value$1.9M (+$14.5K)
Filed 2026-10-30
Berkeley, Inc
INCREASED
Shares43,092 from 42,895
Change+197 (+0%)
Value$1.8M (+$59.5K)
Filed 2026-10-20
Breakwater Capital Group
INCREASED
Shares32,686 from 28,539
Change+4,147 (+15%)
Value$1.4M (+$211.5K)
Filed 2026-10-09
Creative Planning
NEW
Shares30,894
Change+30,894
Value$1.3M
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares28,826 from 28,822
Change+4 (+0%)
Value$1.2M (+$34.5K)
Filed 2026-11-03
Pathway Financial Advisors LLC
DECREASED
Shares28,320 from 28,743
Change-423 (-1%)
Value$1.2M (+$13.8K)
Filed 2026-10-07
Aspen Investment Management Inc
DECREASED
Shares27,675 from 28,200
Change-525 (-2%)
Value$1.2K (+$11)
Filed 2026-11-05
Legacy Solutions, LLC
INCREASED
Shares27,444 from 27,394
Change+50 (+0%)
Value$1.2M (+$34.7K)
Filed 2026-10-07
Studio Investment Management LLC
DECREASED
Shares26,597 from 29,154
Change-2,557 (-9%)
Value$1.1M (-$75.3K)
Filed 2026-10-22
Aprio Wealth Management, LLC
NEW
Shares21,200
Change+21,200
Value$907.6K
Filed 2026-10-28
Bluesphere Advisors LLC
UNCHANGED
Shares19,797 from 19,797
Change0 (0%)
Value$847.5K (+$23.6K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares19,771 from 14,722
Change+5,049 (+34%)
Value$846.4K (+$233.7K)
Filed 2026-10-07
LAM Group, Inc.
DECREASED
Shares17,205 from 20,955
Change-3,750 (-18%)
Value$736.5K (-$135.6K)
Filed 2026-10-26
Quantify Chaos Advisors, LLC
DECREASED
Shares16,583 from 17,090
Change-507 (-3%)
Value$709.9K (-$1.3K)
Filed 2026-11-04
Northside Capital Management, LLC
UNCHANGED
Shares15,680 from 15,680
Change0 (0%)
Value$671.3K (+$18.7K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares15,603 from 14,613
Change+990 (+7%)
Value$668.0K (+$59.8K)
Filed 2026-11-02
Chemistry Wealth Management LLC
INCREASED
Shares14,394 from 12,018
Change+2,376 (+20%)
Value$616.2K (+$116.0K)
Filed 2026-10-16
Gryphon Financial Partners LLC
DECREASED
Shares13,520 from 16,026
Change-2,506 (-16%)
Value$578.8K (-$88.2K)
Filed 2026-11-04
KFG Wealth Management, LLC
INCREASED
Shares11,387 from 10,607
Change+780 (+7%)
Value$487.5K (+$46.0K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$428 (-$415.6K)
Filed 2026-11-02
Patten Group, Inc.
NEW
Shares8,477
Change+8,477
Value$362.9K
Filed 2026-10-26
HUB Investment Partners, LLC
NEW
Shares8,409
Change+8,409
Value$360.0K
Filed 2026-11-03
Amplius Wealth Advisors, LLC
NEW
Shares8,336
Change+8,336
Value$356.9K
Filed 2026-10-20
Innova Wealth Partners
UNCHANGED
Shares8,048 from 8,048
Change0 (0%)
Value$344.5K (+$9.6K)
Filed 2026-10-21
Joel Isaacson & Co., LLC
INCREASED
Shares7,802 from 7,791
Change+11 (+0%)
Value$334.0K (+$9.7K)
Filed 2026-11-05
Benedict Financial Advisors Inc
DECREASED
Shares7,494 from 7,948
Change-454 (-6%)
Value$320.8K (-$10.0K)
Filed 2026-10-07
Trilogy Capital Inc.
NEW
Shares7,447
Change+7,447
Value$318.8K
Filed 2026-10-20
Procyon Advisors, LLC
DECREASED
Shares7,370 from 10,184
Change-2,814 (-28%)
Value$315.5K (-$108.3K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,123 from 35,402
Change-28,279 (-80%)
Value$305 (-$1.5M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares6,744 from 6,778
Change-34 (0%)
Value$288.7K (+$6.6K)
Filed 2026-10-30
Abundance Wealth Counselors
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$278.3K (+$7.7K)
Filed 2026-10-26
Langley Wealth Management, LLC
INCREASED
Shares6,490 from 6,417
Change+73 (+1%)
Value$277.8K (+$10.8K)
Filed 2026-11-04
CWC Advisors, Llc.
NEW
Shares6,259
Change+6,259
Value$267.9K
Filed 2026-10-15
Owl Creek Wealth Partners LLC
DECREASED
Shares4,317 from 5,084
Change-767 (-15%)
Value$184.8K (-$26.8K)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares3,974
Change+3,974
Value$170.1K
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares3,833 from 2,552
Change+1,281 (+50%)
Value$164.1K (+$57.9K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,316 from 3,310
Change+6 (+0%)
Value$142.0K (+$4.2K)
Filed 2026-10-16
TFC Financial Management, Inc.
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$79.2K (+$2.2K)
Filed 2026-10-26
Assetmark, Inc
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$76.7K (+$2.1K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares810 from 37
Change+773 (+2089%)
Value$34.7K (+$33.1K)
Filed 2026-10-08
1620 Investment Advisors, Inc.
INCREASED
Shares550 from 475
Change+75 (+16%)
Value$23.5K (+$3.8K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares315 from 2,784
Change-2,469 (-89%)
Value$13.5K (-$102.4K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$12 (+$1)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$6.1K (+$169)
Filed 2026-10-16
Acumen Wealth Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$4.5K (+$123)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$4.4K (+$122)
Filed 2026-11-02
Blue Trust, Inc.
CLOSED
Shares0 from 831
Change-831 (-100%)
Value$0 (-$34.6K)
Filed 2026-10-15
Fifth Third Bancorp
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$20.0K)
Filed 2026-11-05
CoreCap Advisors, LLC
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-08
Coston, McIsaac & Partners
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-11-06
Brown Brothers Harriman & Co
N/A
Shares— from 10,429,243
Change-10,429,243 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 3,847,712
Change-3,847,712 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,886,295
Change-2,886,295 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,483,054
Change-2,483,054 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,002,727
Change-2,002,727 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,807,174
Change-1,807,174 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,707,844
Change-1,707,844 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,033,871
Change-1,033,871 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 969,941
Change-969,941 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 632,609
Change-632,609 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 536,075
Change-536,075 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 462,955
Change-462,955 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 431,225
Change-431,225 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 380,893
Change-380,893 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 333,041
Change-333,041 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 299,660
Change-299,660 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 296,019
Change-296,019 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 294,630
Change-294,630 (-100%)
Value—
&partners
N/A
Shares— from 280,149
Change-280,149 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 221,640
Change-221,640 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 206,341
Change-206,341 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 203,500
Change-203,500 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 201,093
Change-201,093 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 191,650
Change-191,650 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 188,161
Change-188,161 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 185,162
Change-185,162 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 181,730
Change-181,730 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 175,918
Change-175,918 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 152,851
Change-152,851 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 148,114
Change-148,114 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 126,379
Change-126,379 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 100,058
Change-100,058 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 100,012
Change-100,012 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 98,087
Change-98,087 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 93,106
Change-93,106 (-100%)
Value—
EQ LLC
N/A
Shares— from 75,923
Change-75,923 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 66,191
Change-66,191 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 62,247
Change-62,247 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 56,130
Change-56,130 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 53,660
Change-53,660 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 51,486
Change-51,486 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 50,696
Change-50,696 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 50,647
Change-50,647 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 33,225
Change-33,225 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 27,769
Change-27,769 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,840
Change-17,840 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,888
Change-13,888 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,101
Change-8,101 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,478
Change-7,478 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 884
Change-884 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 655
Change-655 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 566
Change-566 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
AIA Group Ltd
UNCHANGED15,149,51115,149,51100%$630.5M$648.6M+$18.0M2026-10-30
Merit Financial Group, LLC
INCREASED8,732,7388,449,244+283,494+3%$351.7M$373.8M+$22.2M2026-11-06
Allworth Financial LP
INCREASED7,970,0976,097,325+1,872,772+31%$253.8M$331.7M+$77.9M2026-11-06
HB Wealth Management, LLC
INCREASED7,320,4376,701,176+619,261+9%$271.3M$304.4M+$33.1M2026-10-23
LPL Financial LLC
INCREASED3,815,3832,546,522+1,268,861+50%$106.0M$163.3M+$57.4M2026-11-06
Legacy Advisors, LLC
DECREASED3,385,7263,431,467-45,741-1%$143.1M$145.1M+$2.1M2026-10-19
Crestwood Advisors Group, LLC
INCREASED2,001,7421,971,647+30,095+2%$82.1M$85.7M+$3.6M2026-10-27
Perigon Wealth Management, LLC
DECREASED1,616,1541,771,602-155,448-9%$73.7M$69.2M-$4.5M2026-10-22
Atria Investments, Inc
DECREASED1,555,5631,703,146-147,583-9%$70.9M$66.6M-$4.3M2026-10-15
Prodigy Asset Management LLC
DECREASED1,229,6231,234,416-4,7930%$51.4M$52.6M+$1.3M2026-10-28
Auxano Advisors, LLC
INCREASED1,001,772950,941+50,831+5%$39.6M$42.9M+$3.3M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED852,389484,903+367,486+76%$20.3M$37.2M+$16.8M2026-10-13
Central Trust Co
INCREASED837,314808,861+28,453+4%$33.7M$35.8M+$2.2M2026-11-05
Pinnacle Associates LTD
INCREASED808,392805,822+2,570+0%$33.5M$34.6M+$1.1M2026-10-20
Allegheny Financial Group
INCREASED523,015480,698+42,317+9%$20.0M$22.4M+$2.4M2026-11-05
Colony Family Offices, LLC
DECREASED503,404512,289-8,885-2%$21.3M$21.6M+$235.4K2026-10-22
Verum Partners LLC
DECREASED481,097483,100-2,0030%$20.1M$20.6M+$489.1K2026-10-21
Stonehearth Capital Management, LLC
INCREASED454,836447,576+7,260+2%$18.6M$19.5M+$843.4K2026-10-13
Paragon Capital Management Ltd
INCREASED416,435402,821+13,614+3%$16.8M$17.8M+$1.1M2026-10-09
Crusonia Wealth Advisors LLC
INCREASED416,280387,232+29,048+8%$16.1M$17.8M+$1.7M2026-10-26
Triangle Securities Wealth Management
INCREASED342,218129,775+212,443+164%$5.4M$14.7M+$9.2M2026-10-14
Alpha Advisors, LLC
DECREASED318,769319,954-1,1850%$13.3M$13.6M+$329.8K2026-10-19
Leisure Capital Management
DECREASED318,291319,341-1,0500%$13.3M$13.6M+$335.1K2026-11-03
New England Private Wealth Advisors LLC
INCREASED226,003225,798+205+0%$9.2M$9.7M+$435.5K2026-10-19
Diversified Trust Co
DECREASED186,086189,586-3,500-2%$7.9M$8.0M+$75.8K2026-11-06
Vicus Capital
DECREASED167,408169,062-1,654-1%$7.0M$7.2M+$130.4K2026-11-05
Apella Capital, LLC
DECREASED154,776155,203-4270%$6.5M$6.8M+$294.9K2026-10-08
Hartford Financial Management Inc.
INCREASED143,729142,248+1,481+1%$5.9M$6.2M+$232.7K2026-10-21
Tempus Wealth Planning, LLC
DECREASED127,815129,110-1,295-1%$5.4M$5.5M+$98.2K2026-10-14
Indivisible Partners
INCREASED118,602118,273+329+0%$4.9M$5.1M+$154.8K2026-10-26
Sprinkle Financial Consultants LLC
INCREASED106,69091,207+15,483+17%$3.8M$4.6M+$771.5K2026-10-09
Exchange Traded Concepts, LLC
INCREASED100,84199,686+1,155+1%$4.1M$4.3M+$168.1K2026-10-28
Ironsides Asset Advisors, LLC
INCREASED85,37581,959+3,416+4%$3.4M$3.7M+$243.8K2026-10-20
Commerce Advisors, LLC
INCREASED81,37380,297+1,076+1%$3.3M$3.5M+$141.6K2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED77,26277,148+114+0%$3.2M$3.3M+$96.7K2026-10-26
Hollow Brook Wealth Management LLC
INCREASED76,98172,709+4,272+6%$3.0M$3.3M+$268.6K2026-10-29
MCF Advisors LLC
DECREASED72,83575,995-3,160-4%$3.2M$3.1M-$46.1K2026-10-28
Princeton Global Asset Management LLC
DECREASED69,12687,812-18,686-21%$3.7M$3.0M-$695.5K2026-10-21
Bank of New York Mellon Corp
DECREASED67,93669,817-1,881-3%$2.9M$2.9M+$2.6K2026-11-05
Farther Finance Advisors, LLC
DECREASED62,80163,209-408-1%$2.6M$2.7M+$58.8K2026-10-08
Commonwealth Equity Services, LLC
DECREASED61,75863,954-2,196-3%$2.7M$2.6M-$17.9K2026-11-02
Archer Investment Management, LLC
DECREASED50,62156,094-5,473-10%$2.3M$2.2M-$167.5K2026-10-13
Annex Advisory Services, LLC
DECREASED48,74164,292-15,551-24%$2.7M$2.1M-$589.2K2026-10-16
Prospera Financial Services Inc
INCREASED48,00045,700+2,300+5%$1.9M$2.1M+$188.8K2026-11-04
StoneX Group Inc.
INCREASED46,67345,335+1,338+3%$1.9M$2.0M+$110.2K2026-11-03
Certior Financial Group, LLC
INCREASED45,45945,368+91+0%$1.9M$1.9M+$57.9K2026-10-19
Nicholas Hoffman & Company, Llc.
DECREASED45,31746,265-948-2%$1.9M$1.9M+$14.5K2026-10-30
Berkeley, Inc
INCREASED43,09242,895+197+0%$1.8M$1.8M+$59.5K2026-10-20
Breakwater Capital Group
INCREASED32,68628,539+4,147+15%$1.2M$1.4M+$211.5K2026-10-09
Creative Planning
NEW30,894—+30,894——$1.3M—2026-11-02
Parallel Advisors, LLC
INCREASED28,82628,822+4+0%$1.2M$1.2M+$34.5K2026-11-03
Pathway Financial Advisors LLC
DECREASED28,32028,743-423-1%$1.2M$1.2M+$13.8K2026-10-07
Aspen Investment Management Inc
DECREASED27,67528,200-525-2%$1.2K$1.2K+$112026-11-05
Legacy Solutions, LLC
INCREASED27,44427,394+50+0%$1.1M$1.2M+$34.7K2026-10-07
Studio Investment Management LLC
DECREASED26,59729,154-2,557-9%$1.2M$1.1M-$75.3K2026-10-22
Aprio Wealth Management, LLC
NEW21,200—+21,200——$907.6K—2026-10-28
Bluesphere Advisors LLC
UNCHANGED19,79719,79700%$824.0K$847.5K+$23.6K2026-10-19
Wealth Enhancement Trust Services, Inc.
INCREASED19,77114,722+5,049+34%$612.7K$846.4K+$233.7K2026-10-07
LAM Group, Inc.
DECREASED17,20520,955-3,750-18%$872.1K$736.5K-$135.6K2026-10-26
Quantify Chaos Advisors, LLC
DECREASED16,58317,090-507-3%$711.3K$709.9K-$1.3K2026-11-04
Northside Capital Management, LLC
UNCHANGED15,68015,68000%$652.6K$671.3K+$18.7K2026-10-13
Kestra Advisory Services, LLC
INCREASED15,60314,613+990+7%$608.2K$668.0K+$59.8K2026-11-02
Chemistry Wealth Management LLC
INCREASED14,39412,018+2,376+20%$500.2K$616.2K+$116.0K2026-10-16
Gryphon Financial Partners LLC
DECREASED13,52016,026-2,506-16%$667.0K$578.8K-$88.2K2026-11-04
KFG Wealth Management, LLC
INCREASED11,38710,607+780+7%$441.4K$487.5K+$46.0K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED10,00010,00000%$416.0K$428-$415.6K2026-11-02
Patten Group, Inc.
NEW8,477—+8,477——$362.9K—2026-10-26
HUB Investment Partners, LLC
NEW8,409—+8,409——$360.0K—2026-11-03
Amplius Wealth Advisors, LLC
NEW8,336—+8,336——$356.9K—2026-10-20
Innova Wealth Partners
UNCHANGED8,0488,04800%$335.0K$344.5K+$9.6K2026-10-21
Joel Isaacson & Co., LLC
INCREASED7,8027,791+11+0%$324.3K$334.0K+$9.7K2026-11-05
Benedict Financial Advisors Inc
DECREASED7,4947,948-454-6%$330.8K$320.8K-$10.0K2026-10-07
Trilogy Capital Inc.
NEW7,447—+7,447——$318.8K—2026-10-20
Procyon Advisors, LLC
DECREASED7,37010,184-2,814-28%$423.9K$315.5K-$108.3K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED7,12335,402-28,279-80%$1.5M$305-$1.5M2026-11-02
Truist Financial Corp
DECREASED6,7446,778-340%$282.1K$288.7K+$6.6K2026-10-30
Abundance Wealth Counselors
UNCHANGED6,5006,50000%$270.5K$278.3K+$7.7K2026-10-26
Langley Wealth Management, LLC
INCREASED6,4906,417+73+1%$267.1K$277.8K+$10.8K2026-11-04
CWC Advisors, Llc.
NEW6,259—+6,259——$267.9K—2026-10-15
Owl Creek Wealth Partners LLC
DECREASED4,3175,084-767-15%$211.6K$184.8K-$26.8K2026-10-20
William Mack & Associates, Inc.
NEW3,974—+3,974——$170.1K—2026-10-27
Private Trust Co NA
INCREASED3,8332,552+1,281+50%$106.2K$164.1K+$57.9K2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED3,3163,310+6+0%$137.8K$142.0K+$4.2K2026-10-16
TFC Financial Management, Inc.
UNCHANGED1,8501,85000%$77.0K$79.2K+$2.2K2026-10-26
Assetmark, Inc
UNCHANGED1,7911,79100%$74.5K$76.7K+$2.1K2026-10-21
Gamma Investing LLC
INCREASED81037+773+2089%$1.5K$34.7K+$33.1K2026-10-08
1620 Investment Advisors, Inc.
INCREASED550475+75+16%$19.8K$23.5K+$3.8K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED3152,784-2,469-89%$115.9K$13.5K-$102.4K2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED27427400%$11$12+$12026-11-04
IFP Advisors, Inc
UNCHANGED14214200%$5.9K$6.1K+$1692026-10-16
Acumen Wealth Advisors, LLC
UNCHANGED10510500%$4.4K$4.5K+$1232026-11-05
Key FInancial Inc
UNCHANGED10310300%$4.3K$4.4K+$1222026-11-02
Blue Trust, Inc.
CLOSED0831-831-100%$34.6K$0-$34.6K2026-10-15
Fifth Third Bancorp
CLOSED0480-480-100%$20.0K$0-$20.0K2026-11-05
CoreCap Advisors, LLC
CLOSED0192-192-100%$8.0K$0-$8.0K2026-10-08
Coston, McIsaac & Partners
CLOSED07-7-100%$0$0$02026-11-06
Brown Brothers Harriman & Co
N/A—10,429,243-10,429,243-100%$434.1M———
Trustees of Dartmouth College
N/A—3,847,712-3,847,712-100%$160.1M———
Lazard Asset Management LLC
N/A—2,886,295-2,886,295-100%$120.2M———
Focus Partners Wealth
N/A—2,483,054-2,483,054-100%$103.3M———
Modern Wealth Management, LLC
N/A—2,002,727-2,002,727-100%$83.4M———
FFT Wealth Management LLC
N/A—1,807,174-1,807,174-100%$75.4M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,707,844-1,707,844-100%$71.2M———
Moneta Group Investment Advisors LLC
N/A—1,033,871-1,033,871-100%$43.0M———
Raymond James Financial Inc
N/A—969,941-969,941-100%$40.4M———
MML Investors Services, LLC
N/A—632,609-632,609-100%$26.3M———
New Republic Capital, LLC
N/A—536,075-536,075-100%$22.4M———
Morgan Stanley
N/A—462,955-462,955-100%$19.3M———
First Manhattan Co. Llc.
N/A—431,225-431,225-100%$17.9M———
Kelman-Lazarov, Inc.
N/A—380,893-380,893-100%$15.9M———
Integrated Wealth Concepts LLC
N/A—333,041-333,041-100%$13.9M———
Envestnet Asset Management Inc
N/A—299,660-299,660-100%$12.5M———
Osaic Holdings, Inc.
N/A—296,019-296,019-100%$12.3M———
J. Mark Nickell & Co.
N/A—294,630-294,630-100%$12.3M———
&partners
N/A—280,149-280,149-100%$11.7M———
JPMorgan Chase & Co
N/A—221,640-221,640-100%$9.2M———
LGL Partners, LLC
N/A—206,341-206,341-100%$8.6M———
ArchPoint Investors
N/A—203,500-203,500-100%$8.5M———
Heritage Trust Co
N/A—201,093-201,093-100%$8.4M———
HighTower Advisors, LLC
N/A—191,650-191,650-100%$8.0M———
Madison Asset Management, LLC
N/A—188,161-188,161-100%$7.8M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—185,162-185,162-100%$7.7M———
IFG Advisory, LLC
N/A—181,730-181,730-100%$7.6M———
Bank of America Corp
N/A—175,918-175,918-100%$7.3M———
Argent Trust Co
N/A—152,851-152,851-100%$6.4M———
Cambridge Associates LLC
N/A—148,114-148,114-100%$6.2M———
Jones Financial Companies Lllp
N/A—126,379-126,379-100%$5.2M———
SouthState Bank Corp
N/A—100,058-100,058-100%$4.2M———
AQR Capital Management LLC
N/A—100,012-100,012-100%$4.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—98,087-98,087-100%$4.1M———
Mutual Advisors, LLC
N/A—93,106-93,106-100%$3.9M———
EQ LLC
N/A—75,923-75,923-100%$3.2M———
Clarendon Private LLC
N/A—66,191-66,191-100%$2.8M———
Fort Point Capital Partners LLC
N/A—62,247-62,247-100%$2.6M———
Glenmede Trust Co NA
N/A—56,130-56,130-100%$2.3M———
Peak Asset Management, LLC
N/A—53,660-53,660-100%$2.2M———
Janney Montgomery Scott LLC
N/A—51,486-51,486-100%$2.1M———
MAI Capital Management
N/A—50,696-50,696-100%$2.1M———
Global Retirement Partners, LLC
N/A—50,647-50,647-100%$2.1M———
CIBC World Market Inc.
N/A—33,225-33,225-100%$1.4M———
Quantinno Capital Management LP
N/A—27,769-27,769-100%$1.2M———
HighPoint Advisor Group LLC
N/A—17,840-17,840-100%$742.5K———
Global Endowment Management, LP
N/A—16,000-16,000-100%$666.0K———
Northwestern Mutual Wealth Management Co
N/A—13,888-13,888-100%$578.0K———
LWM Advisory Services, LLC
N/A—11,244-11,244-100%$468.0K———
Essex Financial Services, Inc.
N/A—8,877-8,877-100%$369.5K———
NewEdge Advisors, LLC
N/A—8,288-8,288-100%$344.9K———
Dorsey & Whitney Trust Co LLC
N/A—8,101-8,101-100%$337.2K———
Cerity Partners LLC
N/A—8,055-8,055-100%$335.3K———
Broyhill Asset Management, LLC
N/A—7,900-7,900-100%$328.8K———
UBS Group AG
N/A—7,478-7,478-100%$311.2K———
D. E. Shaw & Co., Inc.
N/A—6,499-6,499-100%$270.5K———
Pathstone Holdings, LLC
N/A—6,000-6,000-100%$249.7K———
QRG Capital Management, Inc.
N/A—5,179-5,179-100%$215.6K———
Principal Securities, Inc.
N/A—5,131-5,131-100%$213.6K———
Wells Fargo & Company
N/A—3,050-3,050-100%$126.9K———
Sankala Group LLC
N/A—1,358-1,358-100%$58.2K———
Royal Bank of Canada
N/A—1,268-1,268-100%$53.0K———
Harbour Investments, Inc.
N/A—884-884-100%$36.8K———
Geneos Wealth Management Inc.
N/A—744-744-100%$31.0K———
Arax Advisory Partners
N/A—655-655-100%$27.3K———
National Bank of Canada
N/A—566-566-100%$23.6K———
TD Capital Management LLC
N/A—123-123-100%$5.1K———
Tidemark, LLC
N/A—106-106-100%$4.4K———
Ancora Advisors LLCA
N/A—68-68-100%$2.8K———
Bessemer Group Inc
N/A—10-10-100%$0———
Showing 166 of 166 institutions