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Wisdomtree India Earnings (EPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Meitav Investment House LTD
UNCHANGED
Shares3,390,302 from 3,390,302
Change0 (0%)
Value$138.1M (-$7.0M)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares998,582 from 1,183,780
Change-185,198 (-16%)
Value$40.7M (-$10.0M)
Filed 2026-11-06
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares987,040 from 987,040
Change0 (0%)
Value$40.2M (-$2.0M)
Filed 2026-11-09
Millburn Ridgefield LLC
INCREASED
Shares651,990 from 617,149
Change+34,841 (+6%)
Value$26.6M (+$153.9K)
Filed 2026-11-06
Catalyst Capital Advisors LLC
INCREASED
Shares651,990 from 617,149
Change+34,841 (+6%)
Value$26.6M (+$153.9K)
Filed 2026-11-02
Venture Visionary Partners LLC
DECREASED
Shares428,576 from 430,870
Change-2,294 (-1%)
Value$17.5M (-$976.7K)
Filed 2026-10-07
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares342,373 from 342,373
Change0 (0%)
Value$13.9M (-$701.9K)
Filed 2026-11-09
Barclays PLC
INCREASED
Shares310,975 from 218,975
Change+92,000 (+42%)
Value$12.7M (+$3.3M)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares263,239 from 269,323
Change-6,084 (-2%)
Value$10.7M (-$799.9K)
Filed 2026-10-22
Randolph Co Inc
INCREASED
Shares219,652 from 219,252
Change+400 (+0%)
Value$8.9M (-$433.2K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares196,550 from 394,331
Change-197,781 (-50%)
Value$8.0M (-$8.9M)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares158,738 from 151,469
Change+7,269 (+5%)
Value$6.5M (-$14.4K)
Filed 2026-10-21
Leibman Financial Services, Inc.
INCREASED
Shares151,803 from 144,201
Change+7,602 (+5%)
Value$6.2M (+$14.0K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares100,211 from 147,624
Change-47,413 (-32%)
Value$4.1M (-$2.2M)
Filed 2026-11-04
Grey Ledge Advisors, LLC
DECREASED
Shares87,962 from 91,559
Change-3,597 (-4%)
Value$3.6M (-$334.1K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares69,660 from 9,608
Change+60,052 (+625%)
Value$2.8M (+$2.4M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares66,000 from 66,000
Change0 (0%)
Value$2.7K (-$2.8M)
Filed 2026-11-02
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED
Shares65,613 from 65,613
Change0 (0%)
Value$2.7M (-$134.5K)
Filed 2026-11-09
Wealthfront Advisers LLC
INCREASED
Shares57,132 from 52,881
Change+4,251 (+8%)
Value$2.3M (+$64.7K)
Filed 2026-11-09
Atria Investments, Inc
INCREASED
Shares54,776 from 54,660
Change+116 (+0%)
Value$2.2M (-$107.3K)
Filed 2026-10-15
Sharper & Granite LLC
INCREASED
Shares50,929 from 50,259
Change+670 (+1%)
Value$2.1M (-$72.2K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares47,343 from 47,343
Change0 (0%)
Value$2.0M ($0)
Filed 2026-11-06
Narus Financial Partners, LLC
DECREASED
Shares42,520 from 43,958
Change-1,438 (-3%)
Value$1.7M (-$148.7K)
Filed 2026-10-19
GenTrust, LLC
DECREASED
Shares38,737 from 242,315
Change-203,578 (-84%)
Value$1.6M (-$8.8M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares37,519 from 42,519
Change-5,000 (-12%)
Value$1.5M (-$290.8K)
Filed 2026-10-29
Cohen Klingenstein LLC
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$1.3M (-$65.6K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares31,935 from 32,235
Change-300 (-1%)
Value$1.3M (-$78.8K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares29,807 from 36,564
Change-6,757 (-18%)
Value$1.2K (-$1.6M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares27,467 from 27,553
Change-86 (0%)
Value$1.1M (-$60.0K)
Filed 2026-11-02
Strategic Wealth Investment Group, LLC
INCREASED
Shares26,490 from 26,351
Change+139 (+1%)
Value$1.1M (-$48.3K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED
Shares26,092 from 24,528
Change+1,564 (+6%)
Value$1.1M (+$13.4K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares25,562 from 29,529
Change-3,967 (-13%)
Value$1.0M (-$222.1K)
Filed 2026-11-02
Chapman Financial Group, LLC
DECREASED
Shares24,291 from 26,623
Change-2,332 (-9%)
Value$989.4K (-$149.6K)
Filed 2026-10-26
Naples Global Advisors, LLC
UNCHANGED
Shares24,229 from 24,229
Change0 (0%)
Value$986.8K (-$49.7K)
Filed 2026-11-05
Clearstead Advisors, LLC
UNCHANGED
Shares24,014 from 24,014
Change0 (0%)
Value$978.1K (-$49.2K)
Filed 2026-11-06
Migdal Insurance & Financial Holdings Ltd.
NEW
Shares23,999
Change+23,999
Value$979.4K
Filed 2026-11-09
Viewpoint Capital Management LLC
DECREASED
Shares23,922 from 23,972
Change-50 (0%)
Value$974.3K (-$51.2K)
Filed 2026-10-27
Lynx Investment Advisory
DECREASED
Shares23,852 from 25,886
Change-2,034 (-8%)
Value$971.5K (-$135.9K)
Filed 2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares23,442 from 26,182
Change-2,740 (-10%)
Value$954.8K (-$165.3K)
Filed 2026-10-09
William Blair Investment Management, LLC
DECREASED
Shares23,099 from 25,450
Change-2,351 (-9%)
Value$940.8K (-$147.9K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$896.1K (-$45.1K)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares21,555 from 39,591
Change-18,036 (-46%)
Value$877.9K (-$776.3K)
Filed 2026-11-06
Verity Asset Management, Inc.
INCREASED
Shares21,374 from 21,204
Change+170 (+1%)
Value$870.6K (-$36.5K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares20,012 from 17,777
Change+2,235 (+13%)
Value$815 (-$760.2K)
Filed 2026-10-26
Western Wealth Management, LLC
DECREASED
Shares19,424 from 24,141
Change-4,717 (-20%)
Value$791.1K (-$241.6K)
Filed 2026-11-09
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares15,101 from 15,933
Change-832 (-5%)
Value$615.1K (-$66.6K)
Filed 2026-10-16
AFG Fiduciary Services Limited Partnership
DECREASED
Shares14,898 from 18,106
Change-3,208 (-18%)
Value$608.3K (-$168.8K)
Filed 2026-10-21
Washington Growth Strategies LLC
UNCHANGED
Shares14,882 from 14,882
Change0 (0%)
Value$606.1K (-$30.5K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares13,656 from 13,090
Change+566 (+4%)
Value$556.2K (-$3.8K)
Filed 2026-10-23
Stackstone Wealth, LLC
NEW
Shares13,393
Change+13,393
Value$545.5K
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares13,316 from 13,375
Change-59 (0%)
Value$542.4K (-$29.8K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares13,298 from 13,702
Change-404 (-3%)
Value$541.6K (-$44.5K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares13,292 from 25,857
Change-12,565 (-49%)
Value$541.4K (-$564.8K)
Filed 2026-10-22
Baldwin Wealth Partners LLC
UNCHANGED
Shares13,070 from 13,070
Change0 (0%)
Value$532.3K (-$26.8K)
Filed 2026-10-13
Sowa Financial Group, Inc.
DECREASED
Shares12,638 from 13,748
Change-1,110 (-8%)
Value$515 (-$587.5K)
Filed 2026-10-26
Harbour Capital Advisors, LLC
UNCHANGED
Shares12,588 from 12,588
Change0 (0%)
Value$512.7K (-$23.8K)
Filed 2026-10-13
BigSur Wealth Management LLC
UNCHANGED
Shares12,550 from 12,550
Change0 (0%)
Value$511.2K (-$25.7K)
Filed 2026-10-13
Goldenstone Wealth Management LLC
INCREASED
Shares11,820 from 11,543
Change+277 (+2%)
Value$481.4K (-$12.4K)
Filed 2026-11-04
Congress Park Capital LLC
INCREASED
Shares11,815 from 10,740
Change+1,075 (+10%)
Value$481.2K (+$21.8K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares11,685 from 12,774
Change-1,089 (-9%)
Value$475.9K (-$70.5K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares10,978 from 10,778
Change+200 (+2%)
Value$447.1K (-$13.9K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,714 from 11,369
Change-655 (-6%)
Value$423.8K (-$60.7K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares9,790 from 9,790
Change0 (0%)
Value$418.7K ($0)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares9,010 from 9,052
Change-42 (0%)
Value$367.0K (-$20.3K)
Filed 2026-10-14
Harbour Investments, Inc.
INCREASED
Shares8,887 from 8,112
Change+775 (+10%)
Value$362.0K (+$14.9K)
Filed 2026-11-09
Blue Zone Wealth Advisors, LLC
DECREASED
Shares8,791 from 8,882
Change-91 (-1%)
Value$358.1K (-$21.9K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED
Shares8,750 from 8,750
Change0 (0%)
Value$356.4K (-$17.9K)
Filed 2026-10-30
Peak Financial Management, Inc.
UNCHANGED
Shares8,648 from 8,648
Change0 (0%)
Value$352.2K (-$17.7K)
Filed 2026-10-16
Diversified Trust Co
UNCHANGED
Shares8,560 from 8,560
Change0 (0%)
Value$348.6K (-$17.5K)
Filed 2026-11-06
Sweeney & Michel, LLC
DECREASED
Shares8,235 from 10,316
Change-2,081 (-20%)
Value$335.4K (-$115.2K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED
Shares8,104 from 8,104
Change0 (0%)
Value$330.1K (-$16.6K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares7,981 from 7,929
Change+52 (+1%)
Value$325.1K (-$14.1K)
Filed 2026-10-08
Cosner Financial Group, LLC
DECREASED
Shares7,973 from 7,994
Change-21 (0%)
Value$324.8K (-$17.2K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares7,557 from 10,049
Change-2,492 (-25%)
Value$307.8K (-$122.1K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares7,432 from 7,283
Change+149 (+2%)
Value$302.7K (-$8.9K)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares7,258 from 7,258
Change0 (0%)
Value$295.6K (-$14.9K)
Filed 2026-11-06
Carlson Financial, Inc.
DECREASED
Shares6,783 from 7,295
Change-512 (-7%)
Value$276.3K (-$36.2K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares6,566 from 6,445
Change+121 (+2%)
Value$267.4K (-$8.3K)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares6,359 from 6,199
Change+160 (+3%)
Value$259.0K (-$6.2K)
Filed 2026-11-04
Rose Capital Advisors LLC
NEW
Shares6,357
Change+6,357
Value$258.9K
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares6,357 from 5,764
Change+593 (+10%)
Value$258.9K (+$12.3K)
Filed 2026-11-03
Eagle Harbor Asset Management Inc
UNCHANGED
Shares6,313 from 6,313
Change0 (0%)
Value$257.1K (-$12.9K)
Filed 2026-10-21
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares6,162 from 5,862
Change+300 (+5%)
Value$251.0K (+$202)
Filed 2026-10-26
BCS Private Wealth Management, Inc.
NEW
Shares6,000
Change+6,000
Value$244.4K
Filed 2026-11-09
StoneX Group Inc.
DECREASED
Shares5,768 from 6,275
Change-507 (-8%)
Value$240.5K (-$28.7K)
Filed 2026-11-03
Pettinga Financial Advisors LLC
DECREASED
Shares5,650 from 5,850
Change-200 (-3%)
Value$230.1K (-$20.1K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
NEW
Shares5,543
Change+5,543
Value$225.8K
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares5,507 from 4,947
Change+560 (+11%)
Value$224.3K (+$12.7K)
Filed 2026-10-21
TopTier Wealth Management, LLC
NEW
Shares5,457
Change+5,457
Value$222.3K
Filed 2026-10-16
E&G Advisors, LLC
DECREASED
Shares5,140 from 5,155
Change-15 (0%)
Value$209.4K (-$11.2K)
Filed 2026-10-13
Arta Finance Wealth Management LLC
DECREASED
Shares5,013 from 5,817
Change-804 (-14%)
Value$204.2K (-$44.7K)
Filed 2026-10-28
Global Trust Asset Management, LLC
UNCHANGED
Shares4,580 from 4,580
Change0 (0%)
Value$186.5K (-$9.4K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,094 from 4,094
Change0 (0%)
Value$166.7K (-$8.4K)
Filed 2026-10-05
PlanVest Financial, Inc
DECREASED
Shares3,218 from 5,415
Change-2,197 (-41%)
Value$131.1K (-$100.6K)
Filed 2026-11-09
Harbor Investment Advisory, LLC
INCREASED
Shares3,150 from 2,550
Change+600 (+24%)
Value$128.3K (+$19.2K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares2,959 from 2,709
Change+250 (+9%)
Value$120.5K (+$4.6K)
Filed 2026-11-06
Trust Co of Toledo NA
DECREASED
Shares2,893 from 4,443
Change-1,550 (-35%)
Value$117.8K (-$72.2K)
Filed 2026-10-16
Stone House Investment Management, LLC
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$96.3K (-$4.8K)
Filed 2026-10-23
Simplex Trading, LLC
INCREASED
Shares2,191 from 23
Change+2,168 (+9426%)
Value$89.2K (+$88.3K)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares2,119 from 2,119
Change0 (0%)
Value$86 (-$90.9K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares1,921 from 2,974
Change-1,053 (-35%)
Value$78.2K (-$49.0K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares1,735
Change+1,735
Value$70.7K
Filed 2026-10-19
Financial Consulate, Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$61.1K (-$3.1K)
Filed 2026-10-23
IAG Wealth Partners, LLC
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$58.0K (-$2.9K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$55.3K (-$2.8K)
Filed 2026-11-02
Bank of Montreal
DECREASED
Shares1,235 from 1,456
Change-221 (-15%)
Value$50.3K (-$12.0K)
Filed 2026-11-09
US Bancorp \de\
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$46.0K (-$2.3K)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares1,114 from 1,677
Change-563 (-34%)
Value$45.4K (-$26.4K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares815
Change+815
Value$33.2K
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares650 from 800
Change-150 (-19%)
Value$26.5K (-$7.7K)
Filed 2026-11-03
Breakwater Investment Management
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$25.3K (-$1.3K)
Filed 2026-10-20
SRH Advisors, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$23.0K (-$1.2K)
Filed 2026-10-22
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$22.4K (-$1.1K)
Filed 2026-11-09
Russell Investments Group, Ltd.
DECREASED
Shares516 from 996
Change-480 (-48%)
Value$21.0K (-$21.6K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares502 from 445
Change+57 (+13%)
Value$20.4K (+$1.4K)
Filed 2026-10-08
IFG Advisory, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.4K (-$1.0K)
Filed 2026-11-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$20.4K (-$1.0K)
Filed 2026-10-21
Roble, Belko & Company, Inc
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$13 (-$14.0K)
Filed 2026-11-09
Washington Trust Advisors, Inc.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$8.6K (-$434)
Filed 2026-10-22
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.1K (-$410)
Filed 2026-10-19
Spire Wealth Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.1K (-$410)
Filed 2026-10-30
Mather Group, Llc.
NEW
Shares175
Change+175
Value$7.1K
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$6.1K (-$305)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares125
Change+125
Value$5.1K
Filed 2026-10-21
Geneos Wealth Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$205)
Filed 2026-11-09
Walsh & Associates, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$206)
Filed 2026-11-09
Nova Financial LLC
NEW
Shares99
Change+99
Value$4.0K
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares89 from 178
Change-89 (-50%)
Value$3.6K (-$4.0K)
Filed 2026-10-30
Covestor Ltd
INCREASED
Shares86 from 84
Change+2 (+2%)
Value$4 ($0)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares85
Change+85
Value$3.5K
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.5K (-$175)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
NEW
Shares64
Change+64
Value$2.6K
Filed 2026-10-28
Southern Michigan Bank & Trust
NEW
Shares64
Change+64
Value$2.6K
Filed 2026-10-19
Blue Trust, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.0K (-$103)
Filed 2026-10-15
POM Investment Strategies, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.0K (-$98)
Filed 2026-10-20
NBT Bank, N.A.
INCREASED
Shares42 from 31
Change+11 (+35%)
Value$1.7K (+$385)
Filed 2026-10-21
Tidemark, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.5K (-$76)
Filed 2026-11-09
Reyes Financial Architecture, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.1K (-$58)
Filed 2026-10-22
Biltmore Family Office, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$815 (-$41)
Filed 2026-11-03
Hantz Financial Services, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1 ($0)
Filed 2026-11-09
Ascentis Wealth Management, LLC
NEW
Shares4
Change+4
Value$162
Filed 2026-11-03
Laurel Wealth Planning LLC
CLOSED
Shares0 from 152,372
Change-152,372 (-100%)
Value$0 (-$6.5M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 8,796
Change-8,796 (-100%)
Value$0 (-$376.3K)
Filed 2026-10-16
Level Four Advisory Services, LLC
CLOSED
Shares0 from 7,917
Change-7,917 (-100%)
Value$0 (-$338.7K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 6,927
Change-6,927 (-100%)
Value$0 (-$296.3K)
Filed 2026-11-05
Procyon Advisors, LLC
CLOSED
Shares0 from 6,864
Change-6,864 (-100%)
Value$0 (-$293.7K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 6,633
Change-6,633 (-100%)
Value$0 (-$283.8K)
Filed 2026-11-06
Thrivent Financial for Lutherans
CLOSED
Shares0 from 5,642
Change-5,642 (-100%)
Value$0 (-$241.0K)
Filed 2026-11-05
Sava Infond d.o.o.
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-28
Truist Financial Corp
CLOSED
Shares0 from 4,853
Change-4,853 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-30
Islay Capital Management, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$128.3K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 445
Change-445 (-100%)
Value$0 (-$18.9K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$13.7K)
Filed 2026-11-06
Blueline Advisors LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-04
Davis Capital Management
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-08
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 3,000,000
Change-3,000,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,594,647
Change-2,594,647 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,020,179
Change-1,020,179 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 837,066
Change-837,066 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 662,028
Change-662,028 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 515,232
Change-515,232 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 488,142
Change-488,142 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 478,623
Change-478,623 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 440,755
Change-440,755 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 398,476
Change-398,476 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 359,921
Change-359,921 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 355,159
Change-355,159 (-100%)
Value—
UBS Group AG
N/A
Shares— from 351,503
Change-351,503 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 335,594
Change-335,594 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 334,978
Change-334,978 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 283,603
Change-283,603 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 259,989
Change-259,989 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 213,103
Change-213,103 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 151,599
Change-151,599 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 124,267
Change-124,267 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 118,316
Change-118,316 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 107,191
Change-107,191 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 97,012
Change-97,012 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 95,596
Change-95,596 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 93,411
Change-93,411 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 91,482
Change-91,482 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 65,995
Change-65,995 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 63,131
Change-63,131 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 58,856
Change-58,856 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 58,075
Change-58,075 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 50,543
Change-50,543 (-100%)
Value—
&partners
N/A
Shares— from 49,640
Change-49,640 (-100%)
Value—
Blair William & Co
N/A
Shares— from 48,367
Change-48,367 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 46,361
Change-46,361 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 44,886
Change-44,886 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 44,102
Change-44,102 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 42,684
Change-42,684 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 37,360
Change-37,360 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 35,409
Change-35,409 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 33,076
Change-33,076 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 26,967
Change-26,967 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 26,288
Change-26,288 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 25,841
Change-25,841 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,645
Change-24,645 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 24,220
Change-24,220 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 23,977
Change-23,977 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 21,376
Change-21,376 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 21,342
Change-21,342 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,438
Change-20,438 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 18,862
Change-18,862 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,794
Change-18,794 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,452
Change-18,452 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,795
Change-17,795 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 17,794
Change-17,794 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,358
Change-15,358 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,134
Change-14,134 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,711
Change-13,711 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,211
Change-13,211 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,299
Change-11,299 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 11,214
Change-11,214 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,433
Change-10,433 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,831
Change-7,831 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,793
Change-6,793 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5,452
Change-5,452 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 755
Change-755 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 674
Change-674 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 150
Change-150 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 148
Change-148 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 52
Change-52 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Meitav Investment House LTD
UNCHANGED3,390,3023,390,30200%$145.0M$138.1M-$7.0M2026-10-28
LPL Financial LLC
DECREASED998,5821,183,780-185,198-16%$50.6M$40.7M-$10.0M2026-11-06
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED987,040987,04000%$42.2M$40.2M-$2.0M2026-11-09
Millburn Ridgefield LLC
INCREASED651,990617,149+34,841+6%$26.4M$26.6M+$153.9K2026-11-06
Catalyst Capital Advisors LLC
INCREASED651,990617,149+34,841+6%$26.4M$26.6M+$153.9K2026-11-02
Venture Visionary Partners LLC
DECREASED428,576430,870-2,294-1%$18.4M$17.5M-$976.7K2026-10-07
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED342,373342,37300%$14.6M$13.9M-$701.9K2026-11-09
Barclays PLC
INCREASED310,975218,975+92,000+42%$9.4M$12.7M+$3.3M2026-11-06
SBI Securities Co., Ltd.
DECREASED263,239269,323-6,084-2%$11.5M$10.7M-$799.9K2026-10-22
Randolph Co Inc
INCREASED219,652219,252+400+0%$9.4M$8.9M-$433.2K2026-10-23
Kestra Advisory Services, LLC
DECREASED196,550394,331-197,781-50%$16.9M$8.0M-$8.9M2026-11-02
McAdam, LLC
INCREASED158,738151,469+7,269+5%$6.5M$6.5M-$14.4K2026-10-21
Leibman Financial Services, Inc.
INCREASED151,803144,201+7,602+5%$6.2M$6.2M+$14.0K2026-10-13
Citigroup Inc
DECREASED100,211147,624-47,413-32%$6.3M$4.1M-$2.2M2026-11-04
Grey Ledge Advisors, LLC
DECREASED87,96291,559-3,597-4%$3.9M$3.6M-$334.1K2026-11-02
Merit Financial Group, LLC
INCREASED69,6609,608+60,052+625%$411.0K$2.8M+$2.4M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED66,00066,00000%$2.8M$2.7K-$2.8M2026-11-02
Provident Co of the Employees of the Hebrew University LTD
UNCHANGED65,61365,61300%$2.8M$2.7M-$134.5K2026-11-09
Wealthfront Advisers LLC
INCREASED57,13252,881+4,251+8%$2.3M$2.3M+$64.7K2026-11-09
Atria Investments, Inc
INCREASED54,77654,660+116+0%$2.3M$2.2M-$107.3K2026-10-15
Sharper & Granite LLC
INCREASED50,92950,259+670+1%$2.2M$2.1M-$72.2K2026-11-02
Allworth Financial LP
UNCHANGED47,34347,34300%$2.0M$2.0M$02026-11-06
Narus Financial Partners, LLC
DECREASED42,52043,958-1,438-3%$1.9M$1.7M-$148.7K2026-10-19
GenTrust, LLC
DECREASED38,737242,315-203,578-84%$10.4M$1.6M-$8.8M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED37,51942,519-5,000-12%$1.8M$1.5M-$290.8K2026-10-29
Cohen Klingenstein LLC
UNCHANGED32,00032,00000%$1.4M$1.3M-$65.6K2026-10-15
TD Waterhouse Canada Inc.
DECREASED31,93532,235-300-1%$1.4M$1.3M-$78.8K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED29,80736,564-6,757-18%$1.6M$1.2K-$1.6M2026-11-02
Creative Planning
DECREASED27,46727,553-860%$1.2M$1.1M-$60.0K2026-11-02
Strategic Wealth Investment Group, LLC
INCREASED26,49026,351+139+1%$1.1M$1.1M-$48.3K2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED26,09224,528+1,564+6%$1.0M$1.1M+$13.4K2026-10-16
Commonwealth Equity Services, LLC
DECREASED25,56229,529-3,967-13%$1.3M$1.0M-$222.1K2026-11-02
Chapman Financial Group, LLC
DECREASED24,29126,623-2,332-9%$1.1M$989.4K-$149.6K2026-10-26
Naples Global Advisors, LLC
UNCHANGED24,22924,22900%$1.0M$986.8K-$49.7K2026-11-05
Clearstead Advisors, LLC
UNCHANGED24,01424,01400%$1.0M$978.1K-$49.2K2026-11-06
Migdal Insurance & Financial Holdings Ltd.
NEW23,999—+23,999——$979.4K—2026-11-09
Viewpoint Capital Management LLC
DECREASED23,92223,972-500%$1.0M$974.3K-$51.2K2026-10-27
Lynx Investment Advisory
DECREASED23,85225,886-2,034-8%$1.1M$971.5K-$135.9K2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
DECREASED23,44226,182-2,740-10%$1.1M$954.8K-$165.3K2026-10-09
William Blair Investment Management, LLC
DECREASED23,09925,450-2,351-9%$1.1M$940.8K-$147.9K2026-11-06
Mirae Asset Global Investments Co., Ltd.
UNCHANGED22,00022,00000%$941.2K$896.1K-$45.1K2026-11-03
Savant Capital, LLC
DECREASED21,55539,591-18,036-46%$1.7M$877.9K-$776.3K2026-11-06
Verity Asset Management, Inc.
INCREASED21,37421,204+170+1%$907.1K$870.6K-$36.5K2026-10-30
Park Avenue Securities LLC
INCREASED20,01217,777+2,235+13%$761.0K$815-$760.2K2026-10-26
Western Wealth Management, LLC
DECREASED19,42424,141-4,717-20%$1.0M$791.1K-$241.6K2026-11-09
Pension & Wealth Management Advisors, Inc.
DECREASED15,10115,933-832-5%$681.6K$615.1K-$66.6K2026-10-16
AFG Fiduciary Services Limited Partnership
DECREASED14,89818,106-3,208-18%$777.1K$608.3K-$168.8K2026-10-21
Washington Growth Strategies LLC
UNCHANGED14,88214,88200%$636.7K$606.1K-$30.5K2026-10-19
Sigma Planning Corp
INCREASED13,65613,090+566+4%$560.0K$556.2K-$3.8K2026-10-23
Stackstone Wealth, LLC
NEW13,393—+13,393——$545.5K—2026-10-19
Lanark Financial, Inc.
DECREASED13,31613,375-590%$572.2K$542.4K-$29.8K2026-10-26
Fifth Third Bancorp
DECREASED13,29813,702-404-3%$586.2K$541.6K-$44.5K2026-11-05
Perigon Wealth Management, LLC
DECREASED13,29225,857-12,565-49%$1.1M$541.4K-$564.8K2026-10-22
Baldwin Wealth Partners LLC
UNCHANGED13,07013,07000%$559.1K$532.3K-$26.8K2026-10-13
Sowa Financial Group, Inc.
DECREASED12,63813,748-1,110-8%$588.0K$515-$587.5K2026-10-26
Harbour Capital Advisors, LLC
UNCHANGED12,58812,58800%$536.5K$512.7K-$23.8K2026-10-13
BigSur Wealth Management LLC
UNCHANGED12,55012,55000%$536.9K$511.2K-$25.7K2026-10-13
Goldenstone Wealth Management LLC
INCREASED11,82011,543+277+2%$493.8K$481.4K-$12.4K2026-11-04
Congress Park Capital LLC
INCREASED11,81510,740+1,075+10%$459.5K$481.2K+$21.8K2026-10-13
Beacon Financial Advisory LLC
DECREASED11,68512,774-1,089-9%$546.5K$475.9K-$70.5K2026-10-16
IFP Advisors, Inc
INCREASED10,97810,778+200+2%$461.1K$447.1K-$13.9K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED10,71411,369-655-6%$484.6K$423.8K-$60.7K2026-10-13
PKS Advisory Services, LLC
UNCHANGED9,7909,79000%$418.7K$418.7K$02026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED9,0109,052-420%$387.2K$367.0K-$20.3K2026-10-14
Harbour Investments, Inc.
INCREASED8,8878,112+775+10%$347.0K$362.0K+$14.9K2026-11-09
Blue Zone Wealth Advisors, LLC
DECREASED8,7918,882-91-1%$380.0K$358.1K-$21.9K2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED8,7508,75000%$374.3K$356.4K-$17.9K2026-10-30
Peak Financial Management, Inc.
UNCHANGED8,6488,64800%$370.0K$352.2K-$17.7K2026-10-16
Diversified Trust Co
UNCHANGED8,5608,56000%$366.2K$348.6K-$17.5K2026-11-06
Sweeney & Michel, LLC
DECREASED8,23510,316-2,081-20%$450.6K$335.4K-$115.2K2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED8,1048,10400%$346.7K$330.1K-$16.6K2026-10-15
Valeo Financial Advisors, LLC
INCREASED7,9817,929+52+1%$339.2K$325.1K-$14.1K2026-10-08
Cosner Financial Group, LLC
DECREASED7,9737,994-210%$342.0K$324.8K-$17.2K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED7,55710,049-2,492-25%$429.9K$307.8K-$122.1K2026-10-13
Moors & Cabot, Inc.
INCREASED7,4327,283+149+2%$311.6K$302.7K-$8.9K2026-11-06
UMB Bank, n.a.
UNCHANGED7,2587,25800%$310.5K$295.6K-$14.9K2026-11-06
Carlson Financial, Inc.
DECREASED6,7837,295-512-7%$312.5K$276.3K-$36.2K2026-11-05
Farther Finance Advisors, LLC
INCREASED6,5666,445+121+2%$275.7K$267.4K-$8.3K2026-10-08
Lido Advisors, LLC
INCREASED6,3596,199+160+3%$265.2K$259.0K-$6.2K2026-11-04
Rose Capital Advisors LLC
NEW6,357—+6,357——$258.9K—2026-11-04
RFG Advisory, LLC
INCREASED6,3575,764+593+10%$246.6K$258.9K+$12.3K2026-11-03
Eagle Harbor Asset Management Inc
UNCHANGED6,3136,31300%$270.1K$257.1K-$12.9K2026-10-21
Rainey & Randall Wealth Advisors Inc.
INCREASED6,1625,862+300+5%$250.8K$251.0K+$2022026-10-26
BCS Private Wealth Management, Inc.
NEW6,000—+6,000——$244.4K—2026-11-09
StoneX Group Inc.
DECREASED5,7686,275-507-8%$269.2K$240.5K-$28.7K2026-11-03
Pettinga Financial Advisors LLC
DECREASED5,6505,850-200-3%$250.3K$230.1K-$20.1K2026-10-13
Kingswood Wealth Advisors, LLC
NEW5,543—+5,543——$225.8K—2026-10-23
Assetmark, Inc
INCREASED5,5074,947+560+11%$211.6K$224.3K+$12.7K2026-10-21
TopTier Wealth Management, LLC
NEW5,457—+5,457——$222.3K—2026-10-16
E&G Advisors, LLC
DECREASED5,1405,155-150%$220.5K$209.4K-$11.2K2026-10-13
Arta Finance Wealth Management LLC
DECREASED5,0135,817-804-14%$248.9K$204.2K-$44.7K2026-10-28
Global Trust Asset Management, LLC
UNCHANGED4,5804,58000%$195.9K$186.5K-$9.4K2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED4,0944,09400%$175.1K$166.7K-$8.4K2026-10-05
PlanVest Financial, Inc
DECREASED3,2185,415-2,197-41%$231.7K$131.1K-$100.6K2026-11-09
Harbor Investment Advisory, LLC
INCREASED3,1502,550+600+24%$109.1K$128.3K+$19.2K2026-10-13
PNC Financial Services Group, Inc.
INCREASED2,9592,709+250+9%$115.9K$120.5K+$4.6K2026-11-06
Trust Co of Toledo NA
DECREASED2,8934,443-1,550-35%$190.1K$117.8K-$72.2K2026-10-16
Stone House Investment Management, LLC
UNCHANGED2,3642,36400%$101.1K$96.3K-$4.8K2026-10-23
Simplex Trading, LLC
INCREASED2,19123+2,168+9426%$983$89.2K+$88.3K2026-11-04
Hanson & Doremus Investment Management
UNCHANGED2,1192,11900%$91.0K$86-$90.9K2026-10-16
Private Trust Co NA
DECREASED1,9212,974-1,053-35%$127.2K$78.2K-$49.0K2026-10-20
UMB Private Wealth Management, LLC
NEW1,735—+1,735——$70.7K—2026-10-19
Financial Consulate, Inc
UNCHANGED1,5001,50000%$64.2K$61.1K-$3.1K2026-10-23
IAG Wealth Partners, LLC
UNCHANGED1,4241,42400%$60.9K$58.0K-$2.9K2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED1,3581,35800%$58.1K$55.3K-$2.8K2026-11-02
Bank of Montreal
DECREASED1,2351,456-221-15%$62.3K$50.3K-$12.0K2026-11-09
US Bancorp \de\
UNCHANGED1,1301,13000%$48.3K$46.0K-$2.3K2026-11-05
Signaturefd, LLC
DECREASED1,1141,677-563-34%$71.7K$45.4K-$26.4K2026-10-23
Ascentis Independent Advisors
NEW815—+815——$33.2K—2026-11-03
Parallel Advisors, LLC
DECREASED650800-150-19%$34.2K$26.5K-$7.7K2026-11-03
Breakwater Investment Management
UNCHANGED62162100%$26.6K$25.3K-$1.3K2026-10-20
SRH Advisors, LLC
UNCHANGED56556500%$24.2K$23.0K-$1.2K2026-10-22
Caldwell Sutter Capital, Inc.
UNCHANGED55055000%$23.5K$22.4K-$1.1K2026-11-09
Russell Investments Group, Ltd.
DECREASED516996-480-48%$42.6K$21.0K-$21.6K2026-11-06
CoreCap Advisors, LLC
INCREASED502445+57+13%$19.0K$20.4K+$1.4K2026-10-08
IFG Advisory, LLC
UNCHANGED50050000%$21.4K$20.4K-$1.0K2026-11-09
Pinnacle Bancorp, Inc.
UNCHANGED50050000%$21.4K$20.4K-$1.0K2026-10-21
Roble, Belko & Company, Inc
UNCHANGED32732700%$14.0K$13-$14.0K2026-11-09
Washington Trust Advisors, Inc.
UNCHANGED21221200%$9.1K$8.6K-$4342026-10-22
Investment Research & Advisory Group, Inc.
UNCHANGED20020000%$8.6K$8.1K-$4102026-10-19
Spire Wealth Management
UNCHANGED20020000%$8.6K$8.1K-$4102026-10-30
Mather Group, Llc.
NEW175—+175——$7.1K—2026-10-14
Sunrise Financial Services, LLC
UNCHANGED14914900%$6.4K$6.1K-$3052026-10-21
Root Financial Partners, LLC
NEW125—+125——$5.1K—2026-10-21
Geneos Wealth Management Inc.
UNCHANGED10010000%$4.3K$4.1K-$2052026-11-09
Walsh & Associates, LLC
UNCHANGED10010000%$4.3K$4.1K-$2062026-11-09
Nova Financial LLC
NEW99—+99——$4.0K—2026-11-04
Kelleher Financial Advisors
DECREASED89178-89-50%$7.6K$3.6K-$4.0K2026-10-30
Covestor Ltd
INCREASED8684+2+2%$4$4$02026-10-30
Provenance Wealth Advisors, LLC
NEW85—+85——$3.5K—2026-10-30
Creative Financial Designs Inc
UNCHANGED858500%$3.7K$3.5K-$1752026-11-04
Financial Network Wealth Advisors LLC
NEW64—+64——$2.6K—2026-10-28
Southern Michigan Bank & Trust
NEW64—+64——$2.6K—2026-10-19
Blue Trust, Inc.
UNCHANGED505000%$2.1K$2.0K-$1032026-10-15
POM Investment Strategies, LLC
UNCHANGED484800%$2.1K$2.0K-$982026-10-20
NBT Bank, N.A.
INCREASED4231+11+35%$1.3K$1.7K+$3852026-10-21
Tidemark, LLC
UNCHANGED373700%$1.6K$1.5K-$762026-11-09
Reyes Financial Architecture, Inc.
UNCHANGED282800%$1.2K$1.1K-$582026-10-22
Biltmore Family Office, LLC
UNCHANGED202000%$856$815-$412026-11-03
Hantz Financial Services, Inc.
UNCHANGED202000%$1$1$02026-11-09
Ascentis Wealth Management, LLC
NEW4—+4——$162—2026-11-03
Laurel Wealth Planning LLC
CLOSED0152,372-152,372-100%$6.5M$0-$6.5M2026-11-02
Concurrent Investment Advisors, LLC
CLOSED08,796-8,796-100%$376.3K$0-$376.3K2026-10-16
Level Four Advisory Services, LLC
CLOSED07,917-7,917-100%$338.7K$0-$338.7K2026-11-06
J.W. Cole Advisors, Inc.
CLOSED06,927-6,927-100%$296.3K$0-$296.3K2026-11-05
Procyon Advisors, LLC
CLOSED06,864-6,864-100%$293.7K$0-$293.7K2026-10-21
Kestra Private Wealth Services, LLC
CLOSED06,633-6,633-100%$283.8K$0-$283.8K2026-11-06
Thrivent Financial for Lutherans
CLOSED05,642-5,642-100%$241.0K$0-$241.0K2026-11-05
Sava Infond d.o.o.
CLOSED05,000-5,000-100%$213.9K$0-$213.9K2026-10-28
Truist Financial Corp
CLOSED04,853-4,853-100%$207.6K$0-$207.6K2026-10-30
Islay Capital Management, LLC
CLOSED03,000-3,000-100%$128.3K$0-$128.3K2026-10-20
International Assets Investment Management, LLC
CLOSED0445-445-100%$18.9K$0-$18.9K2026-11-02
Institute for Wealth Management, Llc.
CLOSED0320-320-100%$13.7K$0-$13.7K2026-11-06
Blueline Advisors LLC
CLOSED0178-178-100%$7.6K$0-$7.6K2026-10-15
Kingdom Financial Group Llc.
CLOSED073-73-100%$3.1K$0-$3.1K2026-11-04
Davis Capital Management
CLOSED064-64-100%$2.7K$0-$2.7K2026-10-08
Clal Insurance Enterprises Holdings Ltd
N/A—3,000,000-3,000,000-100%$128.3M———
Morgan Stanley
N/A—2,594,647-2,594,647-100%$111.0M———
Bank of America Corp
N/A—1,020,179-1,020,179-100%$43.6M———
JPMorgan Chase & Co
N/A—837,066-837,066-100%$35.7M———
Composition Wealth, LLC
N/A—662,028-662,028-100%$28.3M———
Ameriprise Financial Inc
N/A—515,232-515,232-100%$22.0M———
CIBC Bancorp USA Inc.
N/A—488,142-488,142-100%$20.9M———
Old Mission Capital LLC
N/A—478,623-478,623-100%$20.5M———
Wells Fargo & Company
N/A—440,755-440,755-100%$18.9M———
Trajan Wealth LLC
N/A—398,476-398,476-100%$17.0M———
BlackRock, Inc.
N/A—359,921-359,921-100%$15.4M———
Raymond James Financial Inc
N/A—355,159-355,159-100%$15.2M———
UBS Group AG
N/A—351,503-351,503-100%$15.0M———
Susquehanna International Group, LLP
N/A—335,594-335,594-100%$14.4M———
New Vernon Capital Holdings II LLC
N/A—334,978-334,978-100%$14.3M———
Massachusetts Financial Services Co
N/A—283,603-283,603-100%$12.1M———
Royal Bank of Canada
N/A—259,989-259,989-100%$11.1M———
Northwestern Mutual Wealth Management Co
N/A—213,103-213,103-100%$9.1M———
Circle Wealth Management, LLC
N/A—151,599-151,599-100%$6.5M———
Private Advisor Group, LLC
N/A—124,267-124,267-100%$5.3M———
MML Investors Services, LLC
N/A—118,316-118,316-100%$5.1M———
Equitable Holdings, Inc.
N/A—107,191-107,191-100%$4.6M———
Glen Eagle Advisors, LLC
N/A—97,012-97,012-100%$4.2M———
Citadel Advisors LLC
N/A—95,596-95,596-100%$4.1M———
Cullen Capital Management, LLC
N/A—93,411-93,411-100%$4.0M———
Envestnet Asset Management Inc
N/A—91,482-91,482-100%$3.9M———
Mariner, LLC
N/A—65,995-65,995-100%$2.8M———
Stifel Financial Corp
N/A—63,131-63,131-100%$2.7M———
Cetera Investment Advisers
N/A—58,856-58,856-100%$2.5M———
TriCert Investment Counsel Inc.
N/A—58,075-58,075-100%$2.5M———
Zacks Investment Management
N/A—50,543-50,543-100%$2.2M———
&partners
N/A—49,640-49,640-100%$2.1M———
Blair William & Co
N/A—48,367-48,367-100%$2.1M———
Cresset Asset Management, LLC
N/A—46,361-46,361-100%$2.0M———
BNP Paribas Financial Markets
N/A—44,886-44,886-100%$1.9M———
Jones Financial Companies Lllp
N/A—44,102-44,102-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—42,684-42,684-100%$1.8M———
Goldman Sachs Group Inc
N/A—37,360-37,360-100%$1.6M———
Trivium Point Advisory, LLC
N/A—35,409-35,409-100%$1.5M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—33,076-33,076-100%$1.4M———
Stratos Wealth Advisors, LLC
N/A—26,967-26,967-100%$1.2M———
Oxinas Partners, LLC
N/A—26,288-26,288-100%$1.1M———
MAI Capital Management
N/A—25,841-25,841-100%$1.1M———
Sanctuary Advisors, LLC
N/A—24,645-24,645-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—24,220-24,220-100%$1.0M———
Smartleaf Asset Management LLC
N/A—23,977-23,977-100%$1.0M———
Caprock Group, LLC
N/A—21,376-21,376-100%$914.5K———
IHT Wealth Management, LLC
N/A—21,342-21,342-100%$913.0K———
Mercer Global Advisors Inc
N/A—20,438-20,438-100%$874.3K———
Evelyn Partners Group Ltd
N/A—18,862-18,862-100%$1.4M———
Osaic Holdings, Inc.
N/A—18,794-18,794-100%$804.1K———
EP Wealth Advisors, LLC
N/A—18,452-18,452-100%$789.4K———
Two Sigma Securities, LLC
N/A—17,795-17,795-100%$761.3K———
Stonebridge Financial Group, LLC
N/A—17,794-17,794-100%$761.0K———
Focus Partners Wealth
N/A—15,358-15,358-100%$657.0K———
Insigneo Advisory Services, LLC
N/A—14,134-14,134-100%$604.7K———
NewEdge Advisors, LLC
N/A—13,711-13,711-100%$586.6K———
Silvercrest Asset Management Group LLC
N/A—13,700-13,700-100%$586.1K———
Neuberger Berman Group LLC
N/A—13,211-13,211-100%$565.2K———
HRT Financial LP
N/A—11,299-11,299-100%$483.0K———
Cascade Financial Partners, LLC
N/A—11,214-11,214-100%$479.7K———
Natixis Advisors, LLC
N/A—10,433-10,433-100%$446.0K———
Flow Traders U.S. LLC
N/A—10,381-10,381-100%$444.0K———
Envestnet Portfolio Solutions, Inc.
N/A—9,310-9,310-100%$398.3K———
Steward Partners Investment Advisory, LLC
N/A—9,233-9,233-100%$395.0K———
Crewe Advisors LLC
N/A—9,150-9,150-100%$391.4K———
Mutual Advisors, LLC
N/A—9,093-9,093-100%$389.0K———
DF Dent & Co Inc
N/A—9,000-9,000-100%$385.0K———
Harbour Investment Management LLC
N/A—8,950-8,950-100%$382.9K———
Stratos Wealth Partners, Ltd.
N/A—8,754-8,754-100%$374.5K———
Integrated Wealth Concepts LLC
N/A—7,831-7,831-100%$335.0K———
Northern Trust Corp
N/A—7,300-7,300-100%$312.3K———
Aptus Capital Advisors, LLC
N/A—7,134-7,134-100%$305.2K———
CIBC World Market Inc.
N/A—7,110-7,110-100%$304.2K———
HighTower Advisors, LLC
N/A—7,098-7,098-100%$303.7K———
Quadrature Capital Ltd
N/A—6,816-6,816-100%$291.6K———
AE Wealth Management LLC
N/A—6,793-6,793-100%$290.6K———
FMR LLC
N/A—6,147-6,147-100%$263.0K———
FLC Capital Advisors
N/A—5,939-5,939-100%$254.1K———
Pathstone Holdings, LLC
N/A—5,897-5,897-100%$252.3K———
Portland Global Advisors LLC
N/A—5,570-5,570-100%$238.3K———
LM Advisors LLC
N/A—5,454-5,454-100%$233.0K———
Dunhill Financial, LLC
N/A—5,452-5,452-100%$233.2K———
FWL Investment Management, LLC
N/A—4,923-4,923-100%$210.6K———
Arax Advisory Partners
N/A—4,916-4,916-100%$210.3K———
Marex Group Ltd
N/A—4,800-4,800-100%$205.3K———
Summit Financial, LLC
N/A—4,749-4,749-100%$203.2K———
Envision Financial Transparency, LLC
N/A—4,555-4,555-100%$229.2K———
Bartlett & Co. Wealth Management LLC
N/A—4,100-4,100-100%$175.4K———
Keating Financial Advisory Services, Inc.
N/A—3,282-3,282-100%$140.4K———
Osbon Capital Management LLC
N/A—3,047-3,047-100%$130.4K———
Glenmede Trust Co NA
N/A—2,343-2,343-100%$100.2K———
BFC Planning, Inc.
N/A—1,971-1,971-100%$84.3K———
Federation des caisses Desjardins du Quebec
N/A—1,224-1,224-100%$52.4K———
Huntington National Bank
N/A—1,120-1,120-100%$47.9K———
Rothschild Investment LLC
N/A—800-800-100%$34.2K———
National Bank of Canada
N/A—755-755-100%$32.3K———
Protective Life Corp
N/A—674-674-100%$28.8K———
Top Private Wealth Llc.
N/A—548-548-100%$23.4K———
Steigerwald, Gordon & Koch Inc.
N/A—448-448-100%$19.2K———
UBS Asset Management Americas LLC
N/A—392-392-100%$16.8K———
Horizon Investments, LLC
N/A—200-200-100%$8.6K———
Medallion Wealth Advisors, LLC
N/A—186-186-100%$8.0K———
Atlantic Union Bankshares Corp
N/A—150-150-100%$6.4K———
Johnson Financial Group, Inc.
N/A—148-148-100%$6.3K———
O'shaughnessy Asset Management, LLC
N/A—115-115-100%$4.9K———
Bogart Wealth, LLC
N/A—102-102-100%$4.4K———
Allied Private Wealth LLC
N/A—68-68-100%$2.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—52-52-100%$2.2K———
Basepoint Wealth LLC
N/A—30-30-100%$1.3K———
Tower Research Capital LLC (TRC)
N/A—9-9-100%$385———
Showing 267 of 267 institutions