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Wisdomtree International EQU (DWM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares384,690 from 469,903
Change-85,213 (-18%)
Value$28.3M (-$6.1M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares325,859 from 309,102
Change+16,757 (+5%)
Value$24.0M (+$1.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares218,510 from 216,800
Change+1,710 (+1%)
Value$15.8M (-$219.2K)
Filed 2026-10-13
Moller Wealth Partners
DECREASED
Shares96,512 from 97,736
Change-1,224 (-1%)
Value$7.1M (-$48.1K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares83,623 from 82,122
Change+1,501 (+2%)
Value$6.2M (+$145.9K)
Filed 2026-11-02
NewSquare Capital LLC
INCREASED
Shares81,299 from 79,206
Change+2,093 (+3%)
Value$6.0M (+$188.2K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
DECREASED
Shares61,523 from 63,202
Change-1,679 (-3%)
Value$4.5M (-$96.4K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares60,084 from 59,906
Change+178 (+0%)
Value$4.4M (+$38.9K)
Filed 2026-11-06
Key FInancial Inc
DECREASED
Shares60,034 from 62,725
Change-2,691 (-4%)
Value$4.4M (-$171.2K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
INCREASED
Shares59,874 from 59,018
Change+856 (+1%)
Value$4.4M (+$88.4K)
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares54,416 from 57,154
Change-2,738 (-5%)
Value$4.0M (-$177.1K)
Filed 2026-10-15
HBK Sorce Advisory LLC
DECREASED
Shares51,904 from 52,749
Change-845 (-2%)
Value$3.8M (-$241.3K)
Filed 2026-11-06
Falcon Wealth Planning
INCREASED
Shares49,527 from 40,548
Change+8,979 (+22%)
Value$3.6M (+$678.7K)
Filed 2026-11-06
Envision Financial LLC
DECREASED
Shares28,827 from 35,344
Change-6,517 (-18%)
Value$2.1M (-$464.7K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares28,047 from 27,456
Change+591 (+2%)
Value$2.1M (+$55.3K)
Filed 2026-11-02
Geneos Wealth Management Inc.
INCREASED
Shares28,010 from 27,968
Change+42 (+0%)
Value$2.1M (+$15.1K)
Filed 2026-11-09
Ferguson Wellman Capital Management, Inc
DECREASED
Shares27,896 from 29,001
Change-1,105 (-4%)
Value$2.1M (-$68.9K)
Filed 2026-10-05
TopTier Wealth Management, LLC
DECREASED
Shares26,423 from 26,593
Change-170 (-1%)
Value$1.9M (-$1.1K)
Filed 2026-10-16
Shakespeare Wealth Management, LLC
DECREASED
Shares25,008 from 26,612
Change-1,604 (-6%)
Value$1.8M (-$106.7K)
Filed 2026-10-28
Plimoth Trust Co LLC
DECREASED
Shares24,521 from 24,571
Change-50 (0%)
Value$1.8M (+$6.9K)
Filed 2026-10-26
Kondo Wealth Advisors, Inc.
DECREASED
Shares15,373 from 15,412
Change-39 (0%)
Value$1.1M (+$3.7K)
Filed 2026-10-19
Courier Capital LLC
DECREASED
Shares15,330 from 27,091
Change-11,761 (-43%)
Value$1.1M (-$854.5K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares15,272 from 15,793
Change-521 (-3%)
Value$1.1M (-$31.6K)
Filed 2026-10-27
ProVise Management Group, LLC
DECREASED
Shares14,592 from 14,692
Change-100 (-1%)
Value$1.1M (-$1.0K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares13,253 from 13,308
Change-55 (0%)
Value$976.0K (+$1.7K)
Filed 2026-10-14
Intrua Financial, LLC
UNCHANGED
Shares12,771 from 12,771
Change0 (0%)
Value$940.5K (+$5.5K)
Filed 2026-10-28
HighTower Advisors, LLC
DECREASED
Shares12,588 from 14,088
Change-1,500 (-11%)
Value$927.0K (-$104.4K)
Filed 2026-11-10
Fifth Third Bancorp
DECREASED
Shares11,923 from 11,952
Change-29 (0%)
Value$878.1K (+$3.0K)
Filed 2026-11-05
Modera Wealth Management, LLC
UNCHANGED
Shares11,879 from 11,879
Change0 (0%)
Value$874.8K (+$5.1K)
Filed 2026-10-28
Thrive Capital Management, LLC
DECREASED
Shares11,650 from 12,348
Change-698 (-6%)
Value$858.0K (-$46.1K)
Filed 2026-10-28
MCF Advisors LLC
UNCHANGED
Shares11,119 from 11,119
Change0 (0%)
Value$818.9K (+$4.8K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED
Shares10,200 from 10,520
Change-320 (-3%)
Value$751.2K (-$19.0K)
Filed 2026-10-16
Phillip James Consulting Co.
NEW
Shares9,652
Change+9,652
Value$710.8K
Filed 2026-11-03
Oarsman Capital, Inc.
DECREASED
Shares8,677 from 8,887
Change-210 (-2%)
Value$639.0K (-$11.6K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares7,772 from 50
Change+7,722 (+15444%)
Value$611.3K (+$607.6K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED
Shares7,081 from 7,072
Change+9 (+0%)
Value$521.5K (+$3.7K)
Filed 2026-10-19
Allen Capital Group, LLC
UNCHANGED
Shares6,868 from 6,868
Change0 (0%)
Value$505.8K (+$3.0K)
Filed 2026-10-27
Cape ANN Savings Bank
UNCHANGED
Shares6,794 from 6,794
Change0 (0%)
Value$500.3K (+$2.9K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,660 from 7,024
Change-364 (-5%)
Value$490 (-$513.5K)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares6,454 from 6,677
Change-223 (-3%)
Value$475.3K (-$13.5K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$475.0K (+$2.8K)
Filed 2026-11-06
Inspirion Wealth Advisors, LLC
INCREASED
Shares6,369 from 6,344
Change+25 (+0%)
Value$469.1K (+$5.2K)
Filed 2026-10-09
Pinnacle Financial Group, LLC / IL
INCREASED
Shares5,983 from 5,981
Change+2 (+0%)
Value$440.6K (+$2.7K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares5,906 from 6,026
Change-120 (-2%)
Value$435.0K (-$6.2K)
Filed 2026-11-06
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares5,783 from 5,783
Change0 (0%)
Value$425.9K (+$2.5K)
Filed 2026-10-16
Howard Wealth Management, LLC
UNCHANGED
Shares5,615 from 5,615
Change0 (0%)
Value$413.5K (+$2.4K)
Filed 2026-10-28
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares4,226 from 4,226
Change0 (0%)
Value$311 (-$308.7K)
Filed 2026-11-09
New Perspectives, Inc
UNCHANGED
Shares4,175 from 4,175
Change0 (0%)
Value$307.5K (+$1.8K)
Filed 2026-10-14
Viewpoint Capital Management LLC
INCREASED
Shares4,100 from 2,100
Change+2,000 (+95%)
Value$301.9K (+$148.2K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares4,014 from 4,014
Change0 (0%)
Value$295.6K (+$1.7K)
Filed 2026-10-23
Arlington Financial Advisors, LLC
DECREASED
Shares4,010 from 4,587
Change-577 (-13%)
Value$295.3K (-$40.5K)
Filed 2026-10-19
GSG Advisors LLC
NEW
Shares3,850
Change+3,850
Value$283.5K
Filed 2026-11-03
Rockbridge Investment Management, LCC
DECREASED
Shares3,808 from 4,416
Change-608 (-14%)
Value$280.4K (-$42.9K)
Filed 2026-11-10
Culbertson A N & Co Inc
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$272.1K (+$1.6K)
Filed 2026-10-21
FMR LLC
INCREASED
Shares3,601 from 2,966
Change+635 (+21%)
Value$265.2K (+$48.0K)
Filed 2026-11-10
Citigroup Inc
INCREASED
Shares3,561 from 2,930
Change+631 (+22%)
Value$262.2K (+$47.7K)
Filed 2026-11-04
Vise Technologies, Inc.
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$236.8K (+$1.4K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
NEW
Shares3,020
Change+3,020
Value$222.4K
Filed 2026-10-21
4Wealth Advisors, Inc.
DECREASED
Shares3,000 from 3,069
Change-69 (-2%)
Value$221.4K (-$2.0K)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$166.9K (+$974)
Filed 2026-10-01
Blair William & Co
INCREASED
Shares2,116 from 2,109
Change+7 (+0%)
Value$155.8K (+$1.4K)
Filed 2026-11-10
Independence Bank of Kentucky
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$153.2K (+$895)
Filed 2026-10-26
Mather Group, Llc.
NEW
Shares1,695
Change+1,695
Value$124.8K
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$89.9K ($0)
Filed 2026-11-06
WPG Advisers, LLC
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$80.0K (+$467)
Filed 2026-10-27
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$63.0K (+$368)
Filed 2026-11-10
Westside Investment Management, Inc.
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$60.1K (+$351)
Filed 2026-11-02
IFG Advisory, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$57.0K (+$332)
Filed 2026-11-09
Creative Capital Management Investments LLC
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$39.7K (+$231)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$36.1K (+$212)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$23.9K (+$139)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares229 from 248
Change-19 (-8%)
Value$16.9K (-$1.3K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$15.8K (+$93)
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares144 from 154
Change-10 (-6%)
Value$10.6K (-$670)
Filed 2026-11-09
Russell Investments Group, Ltd.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$9.7K (+$57)
Filed 2026-11-06
Compass Financial Management LLC
DECREASED
Shares121 from 128
Change-7 (-5%)
Value$8.9K (-$460)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
NEW
Shares118
Change+118
Value$8.6K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares116
Change+116
Value$8.5K
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$8.3K (+$48)
Filed 2026-10-26
Sima Wealth Partners, LLC
NEW
Shares84
Change+84
Value$6.2K
Filed 2026-10-19
Lowe Brockenbrough & Co Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$41 (+$1)
Filed 2026-11-09
Regimen Wealth, LLC
CLOSED
Shares0 from 4,002
Change-4,002 (-100%)
Value$0 (-$293.0K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 3,263
Change-3,263 (-100%)
Value$0 (-$238.9K)
Filed 2026-11-02
Founders Financial Alliance, LLC
CLOSED
Shares0 from 1,516
Change-1,516 (-100%)
Value$0 (-$111.0K)
Filed 2026-11-10
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$98.8K)
Filed 2026-11-06
Private Trust Co NA
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$24.7K)
Filed 2026-10-20
Morgan Stanley
N/A
Shares— from 915,784
Change-915,784 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 388,008
Change-388,008 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 386,413
Change-386,413 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 375,486
Change-375,486 (-100%)
Value—
UBS Group AG
N/A
Shares— from 232,150
Change-232,150 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 117,263
Change-117,263 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 111,986
Change-111,986 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 91,854
Change-91,854 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 89,203
Change-89,203 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 74,145
Change-74,145 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 69,779
Change-69,779 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 58,714
Change-58,714 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 40,093
Change-40,093 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 38,077
Change-38,077 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 32,880
Change-32,880 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,153
Change-31,153 (-100%)
Value—
&partners
N/A
Shares— from 24,727
Change-24,727 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 21,038
Change-21,038 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,934
Change-17,934 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,934
Change-16,934 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 16,754
Change-16,754 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,935
Change-13,935 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 13,616
Change-13,616 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,771
Change-12,771 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,929
Change-11,929 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,866
Change-11,866 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 10,814
Change-10,814 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,229
Change-9,229 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,682
Change-8,682 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,797
Change-5,797 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 512
Change-512 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 191
Change-191 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
LPL Financial LLC
DECREASED384,690469,903-85,213-18%$34.4M$28.3M-$6.1M2026-11-06
Valmark Advisers, Inc.
INCREASED325,859309,102+16,757+5%$22.6M$24.0M+$1.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED218,510216,800+1,710+1%$16.0M$15.8M-$219.2K2026-10-13
Moller Wealth Partners
DECREASED96,51297,736-1,224-1%$7.2M$7.1M-$48.1K2026-10-15
Kestra Advisory Services, LLC
INCREASED83,62382,122+1,501+2%$6.0M$6.2M+$145.9K2026-11-02
NewSquare Capital LLC
INCREASED81,29979,206+2,093+3%$5.8M$6.0M+$188.2K2026-11-06
JFS Wealth Advisors, LLC
DECREASED61,52363,202-1,679-3%$4.6M$4.5M-$96.4K2026-11-03
Merit Financial Group, LLC
INCREASED60,08459,906+178+0%$4.4M$4.4M+$38.9K2026-11-06
Key FInancial Inc
DECREASED60,03462,725-2,691-4%$4.6M$4.4M-$171.2K2026-11-02
Smallwood Wealth Investment Management, LLC
INCREASED59,87459,018+856+1%$4.3M$4.4M+$88.4K2026-10-30
Mission Wealth Management, LP
DECREASED54,41657,154-2,738-5%$4.2M$4.0M-$177.1K2026-10-15
HBK Sorce Advisory LLC
DECREASED51,90452,749-845-2%$4.0M$3.8M-$241.3K2026-11-06
Falcon Wealth Planning
INCREASED49,52740,548+8,979+22%$3.0M$3.6M+$678.7K2026-11-06
Envision Financial LLC
DECREASED28,82735,344-6,517-18%$2.6M$2.1M-$464.7K2026-10-15
Creative Planning
INCREASED28,04727,456+591+2%$2.0M$2.1M+$55.3K2026-11-02
Geneos Wealth Management Inc.
INCREASED28,01027,968+42+0%$2.0M$2.1M+$15.1K2026-11-09
Ferguson Wellman Capital Management, Inc
DECREASED27,89629,001-1,105-4%$2.1M$2.1M-$68.9K2026-10-05
TopTier Wealth Management, LLC
DECREASED26,42326,593-170-1%$1.9M$1.9M-$1.1K2026-10-16
Shakespeare Wealth Management, LLC
DECREASED25,00826,612-1,604-6%$1.9M$1.8M-$106.7K2026-10-28
Plimoth Trust Co LLC
DECREASED24,52124,571-500%$1.8M$1.8M+$6.9K2026-10-26
Kondo Wealth Advisors, Inc.
DECREASED15,37315,412-390%$1.1M$1.1M+$3.7K2026-10-19
Courier Capital LLC
DECREASED15,33027,091-11,761-43%$2.0M$1.1M-$854.5K2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED15,27215,793-521-3%$1.2M$1.1M-$31.6K2026-10-27
ProVise Management Group, LLC
DECREASED14,59214,692-100-1%$1.1M$1.1M-$1.0K2026-11-06
Davenport & Co LLC
DECREASED13,25313,308-550%$974.3K$976.0K+$1.7K2026-10-14
Intrua Financial, LLC
UNCHANGED12,77112,77100%$935.0K$940.5K+$5.5K2026-10-28
HighTower Advisors, LLC
DECREASED12,58814,088-1,500-11%$1.0M$927.0K-$104.4K2026-11-10
Fifth Third Bancorp
DECREASED11,92311,952-290%$875.1K$878.1K+$3.0K2026-11-05
Modera Wealth Management, LLC
UNCHANGED11,87911,87900%$869.7K$874.8K+$5.1K2026-10-28
Thrive Capital Management, LLC
DECREASED11,65012,348-698-6%$904.0K$858.0K-$46.1K2026-10-28
MCF Advisors LLC
UNCHANGED11,11911,11900%$814.1K$818.9K+$4.8K2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED10,20010,520-320-3%$770.2K$751.2K-$19.0K2026-10-16
Phillip James Consulting Co.
NEW9,652—+9,652——$710.8K—2026-11-03
Oarsman Capital, Inc.
DECREASED8,6778,887-210-2%$650.7K$639.0K-$11.6K2026-11-05
TD Waterhouse Canada Inc.
INCREASED7,77250+7,722+15444%$3.7K$611.3K+$607.6K2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED7,0817,072+9+0%$517.8K$521.5K+$3.7K2026-10-19
Allen Capital Group, LLC
UNCHANGED6,8686,86800%$502.8K$505.8K+$3.0K2026-10-27
Cape ANN Savings Bank
UNCHANGED6,7946,79400%$497.4K$500.3K+$2.9K2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED6,6607,024-364-5%$514.0K$490-$513.5K2026-11-02
Beacon Financial Group
DECREASED6,4546,677-223-3%$488.8K$475.3K-$13.5K2026-10-19
PNC Financial Services Group, Inc.
UNCHANGED6,4506,45000%$472.2K$475.0K+$2.8K2026-11-06
Inspirion Wealth Advisors, LLC
INCREASED6,3696,344+25+0%$463.8K$469.1K+$5.2K2026-10-09
Pinnacle Financial Group, LLC / IL
INCREASED5,9835,981+2+0%$437.9K$440.6K+$2.7K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED5,9066,026-120-2%$441.2K$435.0K-$6.2K2026-11-06
TCV Trust & Wealth Management, Inc.
UNCHANGED5,7835,78300%$423.4K$425.9K+$2.5K2026-10-16
Howard Wealth Management, LLC
UNCHANGED5,6155,61500%$411.1K$413.5K+$2.4K2026-10-28
JTC Employer Solutions Trustee Ltd
UNCHANGED4,2264,22600%$309.0K$311-$308.7K2026-11-09
New Perspectives, Inc
UNCHANGED4,1754,17500%$305.7K$307.5K+$1.8K2026-10-14
Viewpoint Capital Management LLC
INCREASED4,1002,100+2,000+95%$153.8K$301.9K+$148.2K2026-10-27
Valley National Advisers Inc
UNCHANGED4,0144,01400%$293.9K$295.6K+$1.7K2026-10-23
Arlington Financial Advisors, LLC
DECREASED4,0104,587-577-13%$335.8K$295.3K-$40.5K2026-10-19
GSG Advisors LLC
NEW3,850—+3,850——$283.5K—2026-11-03
Rockbridge Investment Management, LCC
DECREASED3,8084,416-608-14%$323.3K$280.4K-$42.9K2026-11-10
Culbertson A N & Co Inc
UNCHANGED3,6953,69500%$270.5K$272.1K+$1.6K2026-10-21
FMR LLC
INCREASED3,6012,966+635+21%$217.2K$265.2K+$48.0K2026-11-10
Citigroup Inc
INCREASED3,5612,930+631+22%$214.5K$262.2K+$47.7K2026-11-04
Vise Technologies, Inc.
UNCHANGED3,2153,21500%$235.4K$236.8K+$1.4K2026-10-29
Axxcess Wealth Management, LLC
NEW3,020—+3,020——$222.4K—2026-10-21
4Wealth Advisors, Inc.
DECREASED3,0003,069-69-2%$223.4K$221.4K-$2.0K2026-10-13
Hickory Point Bank & Trust
UNCHANGED2,2662,26600%$165.9K$166.9K+$9742026-10-01
Blair William & Co
INCREASED2,1162,109+7+0%$154.4K$155.8K+$1.4K2026-11-10
Independence Bank of Kentucky
UNCHANGED2,0802,08000%$152.3K$153.2K+$8952026-10-26
Mather Group, Llc.
NEW1,695—+1,695——$124.8K—2026-10-14
Allworth Financial LP
UNCHANGED1,2281,22800%$89.9K$89.9K$02026-11-06
WPG Advisers, LLC
UNCHANGED1,0861,08600%$79.5K$80.0K+$4672026-10-27
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED85585500%$62.6K$63.0K+$3682026-11-10
Westside Investment Management, Inc.
UNCHANGED81681600%$59.7K$60.1K+$3512026-11-02
IFG Advisory, LLC
UNCHANGED77477400%$56.7K$57.0K+$3322026-11-09
Creative Capital Management Investments LLC
UNCHANGED53953900%$39.5K$39.7K+$2312026-10-28
Lanark Financial, Inc.
UNCHANGED49049000%$35.9K$36.1K+$2122026-10-26
EverSource Wealth Advisors, LLC
UNCHANGED32532500%$23.8K$23.9K+$1392026-11-04
Farther Finance Advisors, LLC
DECREASED229248-19-8%$18.2K$16.9K-$1.3K2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED21521500%$15.7K$15.8K+$932026-11-03
Harbour Investments, Inc.
DECREASED144154-10-6%$11.3K$10.6K-$6702026-11-09
Russell Investments Group, Ltd.
UNCHANGED13213200%$9.7K$9.7K+$572026-11-06
Compass Financial Management LLC
DECREASED121128-7-5%$9.4K$8.9K-$4602026-10-30
Allspring Global Investments Holdings, LLC
NEW118—+118——$8.6K—2026-11-04
Root Financial Partners, LLC
NEW116—+116——$8.5K—2026-10-21
Abound Wealth Management
UNCHANGED11311300%$8.3K$8.3K+$482026-10-26
Sima Wealth Partners, LLC
NEW84—+84——$6.2K—2026-10-19
Lowe Brockenbrough & Co Inc
UNCHANGED1100%$40$41+$12026-11-09
Regimen Wealth, LLC
CLOSED04,002-4,002-100%$293.0K$0-$293.0K2026-11-09
Commonwealth Equity Services, LLC
CLOSED03,263-3,263-100%$238.9K$0-$238.9K2026-11-02
Founders Financial Alliance, LLC
CLOSED01,516-1,516-100%$111.0K$0-$111.0K2026-11-10
Institute for Wealth Management, Llc.
CLOSED01,350-1,350-100%$98.8K$0-$98.8K2026-11-06
Private Trust Co NA
CLOSED0338-338-100%$24.7K$0-$24.7K2026-10-20
Morgan Stanley
N/A—915,784-915,784-100%$67.0M———
Wells Fargo & Company
N/A—388,008-388,008-100%$28.4M———
LRI Investments, LLC
N/A—386,413-386,413-100%$28.3M———
Bank of America Corp
N/A—375,486-375,486-100%$27.5M———
UBS Group AG
N/A—232,150-232,150-100%$17.0M———
Flow Traders U.S. LLC
N/A—117,263-117,263-100%$8.6M———
Envestnet Asset Management Inc
N/A—111,986-111,986-100%$8.2M———
Ameriprise Financial Inc
N/A—91,854-91,854-100%$6.7M———
Raymond James Financial Inc
N/A—89,203-89,203-100%$6.5M———
MML Investors Services, LLC
N/A—74,145-74,145-100%$5.4M———
Cetera Investment Advisers
N/A—69,779-69,779-100%$5.1M———
CIBC World Market Inc.
N/A—58,714-58,714-100%$4.3M———
SEI Investments Co
N/A—40,093-40,093-100%$2.9M———
Tobias Financial Advisors, Inc.
N/A—38,077-38,077-100%$2.8M———
Osaic Holdings, Inc.
N/A—32,880-32,880-100%$2.4M———
Janney Montgomery Scott LLC
N/A—31,153-31,153-100%$2.3M———
&partners
N/A—24,727-24,727-100%$1.8M———
Stratos Wealth Advisors, LLC
N/A—21,038-21,038-100%$1.5M———
Jane Street Group, LLC
N/A—19,742-19,742-100%$1.4M———
Royal Bank of Canada
N/A—17,934-17,934-100%$1.3M———
Focus Partners Wealth
N/A—16,934-16,934-100%$1.2M———
Frazier Financial Advisors, LLC
N/A—16,754-16,754-100%$1.2M———
OneAscent Financial Services LLC
N/A—13,935-13,935-100%$1.0M———
Octavia Wealth Advisors, LLC
N/A—13,616-13,616-100%$996.9K———
Citadel Advisors LLC
N/A—12,771-12,771-100%$935.0K———
JPMorgan Chase & Co
N/A—11,929-11,929-100%$868.2K———
Stifel Financial Corp
N/A—11,866-11,866-100%$868.8K———
Brightwater Advisory LLC
N/A—10,814-10,814-100%$791.7K———
Steward Partners Investment Advisory, LLC
N/A—9,405-9,405-100%$688.6K———
Kingsview Wealth Management, LLC
N/A—9,229-9,229-100%$675.7K———
Beacon Pointe Advisors, LLC
N/A—8,800-8,800-100%$644.3K———
Jones Financial Companies Lllp
N/A—8,682-8,682-100%$631.6K———
Rockefeller Capital Management L.P.
N/A—8,513-8,513-100%$623.3K———
Arax Advisory Partners
N/A—7,076-7,076-100%$518.1K———
New World Advisors LLC
N/A—6,352-6,352-100%$465.0K———
Private Advisor Group, LLC
N/A—5,985-5,985-100%$438.2K———
Susquehanna International Group, LLP
N/A—5,797-5,797-100%$424.4K———
Waverly Advisors, LLC
N/A—5,711-5,711-100%$418.1K———
NewEdge Advisors, LLC
N/A—5,639-5,639-100%$412.9K———
Global Retirement Partners, LLC
N/A—5,358-5,358-100%$392.3K———
McNamara Financial Services, Inc.
N/A—4,499-4,499-100%$329.4K———
Cahill Financial Advisors Inc
N/A—3,939-3,939-100%$288.4K———
Sanctuary Advisors, LLC
N/A—3,875-3,875-100%$283.7K———
Rothschild Investment LLC
N/A—3,491-3,491-100%$255.6K———
Pathstone Holdings, LLC
N/A—3,225-3,225-100%$236.1K———
Huntington National Bank
N/A—1,806-1,806-100%$132.2K———
IMA Advisory Services, Inc.
N/A—1,719-1,719-100%$125.9K———
Aptus Capital Advisors, LLC
N/A—1,650-1,650-100%$120.8K———
O'shaughnessy Asset Management, LLC
N/A—1,160-1,160-100%$84.9K———
Ancora Advisors LLCA
N/A—1,000-1,000-100%$73.2K———
AE Wealth Management LLC
N/A—877-877-100%$64.2K———
Northwestern Mutual Wealth Management Co
N/A—512-512-100%$37.5K———
Vanguard Advisers Inc
N/A—191-191-100%$14.0K———
BFC Planning, Inc.
N/A—175-175-100%$12.8K———
Ameritas Advisory Services, LLC
N/A—73-73-100%$5.3K———
SHP Wealth Management
N/A—30-30-100%$2.2K———
Showing 142 of 142 institutions