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Wisdomtree TR Dvlp Intnl-Usd (DOL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares2,690,813 from 2,688,178
Change+2,635 (+0%)
Value$199.9M (+$45.0K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares337,709 from 253,339
Change+84,370 (+33%)
Value$25.1M (+$6.3M)
Filed 2026-11-06
Key FInancial Inc
DECREASED
Shares297,619 from 306,315
Change-8,696 (-3%)
Value$22.1M (-$663.4K)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares293,616 from 301,931
Change-8,315 (-3%)
Value$21.8M (-$634.8K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares104,889 from 112,544
Change-7,655 (-7%)
Value$7.8M (-$575.2K)
Filed 2026-10-08
Powers Advisory Group, LLC
INCREASED
Shares81,807 from 81,325
Change+482 (+1%)
Value$6.1M (+$31.3K)
Filed 2026-10-14
Western Wealth Management, LLC
INCREASED
Shares37,612 from 31,348
Change+6,264 (+20%)
Value$2.8M (+$463.7K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
INCREASED
Shares32,001 from 31,600
Change+401 (+1%)
Value$2.4M (+$28.0K)
Filed 2026-11-06
Phillip James Consulting Co.
NEW
Shares31,003
Change+31,003
Value$2.3M
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares27,708 from 27,160
Change+548 (+2%)
Value$2.1M (+$39.2K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares22,268 from 15,519
Change+6,749 (+43%)
Value$1.7M (+$500.7K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares19,041 from 124,973
Change-105,932 (-85%)
Value$1.4M (-$7.9M)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares15,790 from 28,917
Change-13,127 (-45%)
Value$1.2M (-$977.1K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares11,531 from 11,532
Change-1 (0%)
Value$856.9K (-$662)
Filed 2026-11-05
Institute for Wealth Management, Llc.
DECREASED
Shares10,922 from 10,980
Change-58 (-1%)
Value$811.6K (-$4.9K)
Filed 2026-11-06
Herold Advisors, Inc.
DECREASED
Shares10,498 from 10,572
Change-74 (-1%)
Value$780.1K (-$5.9K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares10,292 from 10,395
Change-103 (-1%)
Value$764.8K (-$8.2K)
Filed 2026-10-08
Geneos Wealth Management Inc.
INCREASED
Shares9,851 from 8,892
Change+959 (+11%)
Value$732.0K (+$70.8K)
Filed 2026-11-09
Stonebridge Financial Group, LLC
UNCHANGED
Shares9,325 from 9,325
Change0 (0%)
Value$692.9K (-$523)
Filed 2026-10-01
Concurrent Investment Advisors, LLC
NEW
Shares8,346
Change+8,346
Value$620.2K
Filed 2026-10-16
Palatine Hill Wealth Management, LLC
UNCHANGED
Shares8,001 from 8,001
Change0 (0%)
Value$594.5K (-$449)
Filed 2026-11-03
TopTier Wealth Management, LLC
INCREASED
Shares7,739 from 7,729
Change+10 (+0%)
Value$575.0K (+$263)
Filed 2026-10-16
Meridian Financial Partners LLC
INCREASED
Shares7,200 from 7,145
Change+55 (+1%)
Value$530.1K (-$1.3K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,304 from 5,884
Change+420 (+7%)
Value$462.6K (+$24.7K)
Filed 2026-10-13
MCF Advisors LLC
UNCHANGED
Shares5,885 from 5,885
Change0 (0%)
Value$437.3K (-$331)
Filed 2026-10-28
IFG Advisory, LLC
DECREASED
Shares5,353 from 5,603
Change-250 (-4%)
Value$397.8K (-$18.9K)
Filed 2026-11-09
Apella Capital, LLC
INCREASED
Shares5,262 from 5,249
Change+13 (+0%)
Value$388.0K (-$2.1K)
Filed 2026-10-08
Savant Capital, LLC
INCREASED
Shares5,246 from 2,623
Change+2,623 (+100%)
Value$389.8K (+$189.4K)
Filed 2026-11-06
Discipline Wealth Solutions, LLC
UNCHANGED
Shares5,246 from 5,246
Change0 (0%)
Value$389.8K (-$295)
Filed 2026-10-14
Altrius Capital Management Inc
DECREASED
Shares5,210 from 5,289
Change-79 (-1%)
Value$387.1K (-$6.2K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares4,806 from 4,806
Change0 (0%)
Value$357.1K (-$270)
Filed 2026-11-03
Level Four Advisory Services, LLC
UNCHANGED
Shares4,488 from 4,488
Change0 (0%)
Value$333.5K (-$251)
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares4,243 from 4,243
Change0 (0%)
Value$315.3K (-$238)
Filed 2026-11-06
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares4,123 from 4,108
Change+15 (+0%)
Value$306.4K (+$903)
Filed 2026-10-29
Evanson Financial, LLC
DECREASED
Shares4,001 from 11,679
Change-7,678 (-66%)
Value$297.3K (-$571.2K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares3,987 from 3,770
Change+217 (+6%)
Value$296.3K (+$15.9K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares3,576 from 3,588
Change-12 (0%)
Value$261.9K (-$3.2K)
Filed 2026-10-27
Fifth Third Securities, Inc.
INCREASED
Shares3,416 from 3,413
Change+3 (+0%)
Value$253.8K (+$31)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,313 from 3,113
Change+200 (+6%)
Value$246 (-$230.8K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
INCREASED
Shares3,106 from 3,105
Change+1 (+0%)
Value$230.8K (-$144)
Filed 2026-10-20
Argent Trust Co
NEW
Shares2,787
Change+2,787
Value$207.1K
Filed 2026-11-09
Sound Stewardship, LLC
UNCHANGED
Shares2,753 from 2,753
Change0 (0%)
Value$204.6K (-$155)
Filed 2026-10-14
Lantz Financial LLC
UNCHANGED
Shares2,699 from 2,699
Change0 (0%)
Value$200.6K (-$152)
Filed 2026-10-15
Cardiff Park Advisors, LLC
INCREASED
Shares2,470 from 2,461
Change+9 (+0%)
Value$183.5K (+$545)
Filed 2026-11-09
Farther Finance Advisors, LLC
DECREASED
Shares2,167 from 2,172
Change-5 (0%)
Value$161.0K (-$493)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares2,070 from 1,806
Change+264 (+15%)
Value$153.8K (+$19.5K)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$118.9K (-$90)
Filed 2026-10-21
Blue Trust, Inc.
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$102.3K (-$77)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares737 from 1,235
Change-498 (-40%)
Value$54.8K (-$37.1K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$47.9K (-$36)
Filed 2026-10-15
PNC Financial Services Group, Inc.
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$47.0K (-$35)
Filed 2026-11-06
Newton One Investments LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$46.9K (-$36)
Filed 2026-10-14
Downshift Financial, LLC
NEW
Shares458
Change+458
Value$34.0K
Filed 2026-10-13
Point Nemo Capital, LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$32.6K (-$25)
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$31.6K (-$24)
Filed 2026-10-23
Allworth Financial LP
NEW
Shares400
Change+400
Value$29.7K
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$23.0K (-$17)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares71 from 88
Change-17 (-19%)
Value$5 (-$2)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.9K (-$1)
Filed 2026-10-14
Atria Investments, Inc
CLOSED
Shares0 from 13,937
Change-13,937 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 1,117,439
Change-1,117,439 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 852,792
Change-852,792 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 369,181
Change-369,181 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 307,535
Change-307,535 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 306,129
Change-306,129 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 201,357
Change-201,357 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 129,343
Change-129,343 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 91,533
Change-91,533 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 79,366
Change-79,366 (-100%)
Value—
UBS Group AG
N/A
Shares— from 79,114
Change-79,114 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 76,994
Change-76,994 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 73,334
Change-73,334 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 67,264
Change-67,264 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 63,962
Change-63,962 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 61,185
Change-61,185 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 54,487
Change-54,487 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 49,115
Change-49,115 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 42,664
Change-42,664 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 29,705
Change-29,705 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 29,213
Change-29,213 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,211
Change-28,211 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 25,701
Change-25,701 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,555
Change-25,555 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 19,105
Change-19,105 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,946
Change-14,946 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 12,278
Change-12,278 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,945
Change-11,945 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,046
Change-9,046 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,969
Change-8,969 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,332
Change-8,332 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 720
Change-720 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Blair William & Co
N/A
Shares— from 179
Change-179 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 51
Change-51 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Status
Creative Planning
INCREASED2,690,8132,688,178+2,635+0%$199.9M$199.9M+$45.0K2026-11-02
LPL Financial LLC
INCREASED337,709253,339+84,370+33%$18.8M$25.1M+$6.3M2026-11-06
Key FInancial Inc
DECREASED297,619306,315-8,696-3%$22.8M$22.1M-$663.4K2026-11-02
BIP Wealth, LLC
DECREASED293,616301,931-8,315-3%$22.5M$21.8M-$634.8K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED104,889112,544-7,655-7%$8.4M$7.8M-$575.2K2026-10-08
Powers Advisory Group, LLC
INCREASED81,80781,325+482+1%$6.0M$6.1M+$31.3K2026-10-14
Western Wealth Management, LLC
INCREASED37,61231,348+6,264+20%$2.3M$2.8M+$463.7K2026-11-09
Kestra Private Wealth Services, LLC
INCREASED32,00131,600+401+1%$2.3M$2.4M+$28.0K2026-11-06
Phillip James Consulting Co.
NEW31,003—+31,003——$2.3M—2026-11-03
JFS Wealth Advisors, LLC
INCREASED27,70827,160+548+2%$2.0M$2.1M+$39.2K2026-11-03
Kestra Advisory Services, LLC
INCREASED22,26815,519+6,749+43%$1.2M$1.7M+$500.7K2026-11-02
Commonwealth Equity Services, LLC
DECREASED19,041124,973-105,932-85%$9.3M$1.4M-$7.9M2026-11-02
First Heartland Consultants, Inc.
DECREASED15,79028,917-13,127-45%$2.2M$1.2M-$977.1K2026-10-08
Fifth Third Bancorp
DECREASED11,53111,532-10%$857.5K$856.9K-$6622026-11-05
Institute for Wealth Management, Llc.
DECREASED10,92210,980-58-1%$816.5K$811.6K-$4.9K2026-11-06
Herold Advisors, Inc.
DECREASED10,49810,572-74-1%$786.0K$780.1K-$5.9K2026-10-19
CoreCap Advisors, LLC
DECREASED10,29210,395-103-1%$773.0K$764.8K-$8.2K2026-10-08
Geneos Wealth Management Inc.
INCREASED9,8518,892+959+11%$661.2K$732.0K+$70.8K2026-11-09
Stonebridge Financial Group, LLC
UNCHANGED9,3259,32500%$693.4K$692.9K-$5232026-10-01
Concurrent Investment Advisors, LLC
NEW8,346—+8,346——$620.2K—2026-10-16
Palatine Hill Wealth Management, LLC
UNCHANGED8,0018,00100%$595.0K$594.5K-$4492026-11-03
TopTier Wealth Management, LLC
INCREASED7,7397,729+10+0%$574.8K$575.0K+$2632026-10-16
Meridian Financial Partners LLC
INCREASED7,2007,145+55+1%$531.4K$530.1K-$1.3K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED6,3045,884+420+7%$437.9K$462.6K+$24.7K2026-10-13
MCF Advisors LLC
UNCHANGED5,8855,88500%$437.7K$437.3K-$3312026-10-28
IFG Advisory, LLC
DECREASED5,3535,603-250-4%$416.7K$397.8K-$18.9K2026-11-09
Apella Capital, LLC
INCREASED5,2625,249+13+0%$390.1K$388.0K-$2.1K2026-10-08
Savant Capital, LLC
INCREASED5,2462,623+2,623+100%$200.5K$389.8K+$189.4K2026-11-06
Discipline Wealth Solutions, LLC
UNCHANGED5,2465,24600%$390.1K$389.8K-$2952026-10-14
Altrius Capital Management Inc
DECREASED5,2105,289-79-1%$393.3K$387.1K-$6.2K2026-11-05
Jnba Financial Advisors
UNCHANGED4,8064,80600%$357.4K$357.1K-$2702026-11-03
Level Four Advisory Services, LLC
UNCHANGED4,4884,48800%$333.7K$333.5K-$2512026-11-06
Clearstead Advisors, LLC
UNCHANGED4,2434,24300%$315.5K$315.3K-$2382026-11-06
Hubbell Strickland Wealth Management, LLC
INCREASED4,1234,108+15+0%$305.5K$306.4K+$9032026-10-29
Evanson Financial, LLC
DECREASED4,00111,679-7,678-66%$868.5K$297.3K-$571.2K2026-10-23
United Advisor Group, LLC
INCREASED3,9873,770+217+6%$280.4K$296.3K+$15.9K2026-11-03
Chicago Partners Investment Group LLC
DECREASED3,5763,588-120%$265.1K$261.9K-$3.2K2026-10-27
Fifth Third Securities, Inc.
INCREASED3,4163,413+3+0%$253.8K$253.8K+$312026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED3,3133,113+200+6%$231.0K$246-$230.8K2026-11-02
Relyea Zuckerberg Hanson LLC
INCREASED3,1063,105+1+0%$230.9K$230.8K-$1442026-10-20
Argent Trust Co
NEW2,787—+2,787——$207.1K—2026-11-09
Sound Stewardship, LLC
UNCHANGED2,7532,75300%$204.8K$204.6K-$1552026-10-14
Lantz Financial LLC
UNCHANGED2,6992,69900%$200.7K$200.6K-$1522026-10-15
Cardiff Park Advisors, LLC
INCREASED2,4702,461+9+0%$183.0K$183.5K+$5452026-11-09
Farther Finance Advisors, LLC
DECREASED2,1672,172-50%$161.5K$161.0K-$4932026-10-08
US Bancorp \de\
INCREASED2,0701,806+264+15%$134.3K$153.8K+$19.5K2026-11-05
Assetmark, Inc
UNCHANGED1,6001,60000%$119.0K$118.9K-$902026-10-21
Blue Trust, Inc.
UNCHANGED1,3771,37700%$102.4K$102.3K-$772026-10-15
IFP Advisors, Inc
DECREASED7371,235-498-40%$91.8K$54.8K-$37.1K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED64464400%$47.9K$47.9K-$362026-10-15
PNC Financial Services Group, Inc.
UNCHANGED63263200%$47.0K$47.0K-$352026-11-06
Newton One Investments LLC
UNCHANGED63163100%$46.9K$46.9K-$362026-10-14
Downshift Financial, LLC
NEW458—+458——$34.0K—2026-10-13
Point Nemo Capital, LLC
UNCHANGED43943900%$32.6K$32.6K-$252026-11-03
Signaturefd, LLC
UNCHANGED42542500%$31.6K$31.6K-$242026-10-23
Allworth Financial LP
NEW400—+400——$29.7K—2026-11-06
Creative Financial Designs Inc
UNCHANGED31031000%$23.1K$23.0K-$172026-11-04
Tsfg, LLC
DECREASED7188-17-19%$7$5-$22026-10-23
Triumph Capital Management
UNCHANGED252500%$1.9K$1.9K-$12026-10-14
Atria Investments, Inc
CLOSED013,937-13,937-100%$1.0M$0-$1.0M2026-10-15
AdvisorNet Financial, Inc
CLOSED079-79-100%$5.9K$0-$5.9K2026-10-15
Morgan Stanley
N/A—1,117,439-1,117,439-100%$83.1M———
Huntington National Bank
N/A—852,792-852,792-100%$63.4M———
JPMorgan Chase & Co
N/A—369,181-369,181-100%$27.4M———
Cascade Financial Partners, LLC
N/A—307,535-307,535-100%$22.9M———
Royal Bank of Canada
N/A—306,129-306,129-100%$22.8M———
Bank of America Corp
N/A—201,357-201,357-100%$15.0M———
M&T Bank Corp
N/A—129,343-129,343-100%$9.6M———
Evernest Financial Advisors, LLC
N/A—91,533-91,533-100%$6.8M———
Wells Fargo & Company
N/A—79,366-79,366-100%$5.9M———
UBS Group AG
N/A—79,114-79,114-100%$5.9M———
MML Investors Services, LLC
N/A—76,994-76,994-100%$5.7M———
Osaic Holdings, Inc.
N/A—73,334-73,334-100%$5.5M———
Raymond James Financial Inc
N/A—67,264-67,264-100%$5.0M———
Northwestern Mutual Wealth Management Co
N/A—63,962-63,962-100%$4.8M———
Cetera Investment Advisers
N/A—61,185-61,185-100%$4.5M———
Rockefeller Capital Management L.P.
N/A—54,487-54,487-100%$4.1M———
Ameriprise Financial Inc
N/A—49,115-49,115-100%$3.6M———
Gladstone Institutional Advisory LLC
N/A—42,664-42,664-100%$3.2M———
Envestnet Asset Management Inc
N/A—29,705-29,705-100%$2.2M———
Waverly Advisors, LLC
N/A—29,213-29,213-100%$2.2M———
Jane Street Group, LLC
N/A—28,211-28,211-100%$2.1M———
BlackRock, Inc.
N/A—25,701-25,701-100%$1.9M———
Mariner, LLC
N/A—25,555-25,555-100%$1.9M———
Howe & Rusling Inc
N/A—19,105-19,105-100%$1.4M———
Private Advisor Group, LLC
N/A—14,946-14,946-100%$1.1M———
Flow Traders U.S. LLC
N/A—12,278-12,278-100%$913.0K———
Susquehanna International Group, LLP
N/A—11,945-11,945-100%$888.3K———
Stifel Financial Corp
N/A—9,046-9,046-100%$672.8K———
Focus Partners Wealth
N/A—8,969-8,969-100%$667.0K———
Jones Financial Companies Lllp
N/A—8,332-8,332-100%$611.1K———
Aptus Capital Advisors, LLC
N/A—8,000-8,000-100%$594.9K———
Integrated Wealth Concepts LLC
N/A—8,000-8,000-100%$594.9K———
HighTower Advisors, LLC
N/A—7,664-7,664-100%$569.9K———
Stratos Wealth Partners, Ltd.
N/A—7,405-7,405-100%$550.7K———
Vance Wealth, LLC
N/A—6,150-6,150-100%$457.3K———
HRT Financial LP
N/A—5,606-5,606-100%$416.0K———
MAI Capital Management
N/A—5,037-5,037-100%$374.6K———
Cerity Partners LLC
N/A—4,699-4,699-100%$349.4K———
Frazier Financial Advisors, LLC
N/A—4,230-4,230-100%$314.6K———
FMR LLC
N/A—3,612-3,612-100%$268.6K———
Janney Montgomery Scott LLC
N/A—3,265-3,265-100%$243.0K———
National Bank of Canada
N/A—2,939-2,939-100%$218.3K———
LRI Investments, LLC
N/A—2,085-2,085-100%$155.1K———
SOA Wealth Advisors, Llc.
N/A—1,903-1,903-100%$141.5K———
O'shaughnessy Asset Management, LLC
N/A—936-936-100%$69.6K———
Ancora Advisors LLCA
N/A—720-720-100%$53.5K———
Ameritas Advisory Services, LLC
N/A—645-645-100%$48.0K———
NewEdge Advisors, LLC
N/A—387-387-100%$28.8K———
Global Retirement Partners, LLC
N/A—307-307-100%$22.8K———
Founders Financial Alliance, LLC
N/A—265-265-100%$19.7K———
Blair William & Co
N/A—179-179-100%$13.3K———
Vanguard Advisers Inc
N/A—51-51-100%$3.8K———
Harborfront Financial Group LLC
N/A—42-42-100%$3.1K———
Showing 114 of 114 institutions