IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wisdomtree International HIG (DTH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares806,413 from 773,984
Change+32,429 (+4%)
Value$45.0M (+$3.1M)
Filed 2026-11-06
TCP Asset Management, LLC
INCREASED
Shares280,746 from 275,800
Change+4,946 (+2%)
Value$15.5M (+$608.6K)
Filed 2026-10-14
Freedom Day Solutions, LLC
INCREASED
Shares248,416 from 206,894
Change+41,522 (+20%)
Value$13.9M (+$2.7M)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares163,614 from 170,061
Change-6,447 (-4%)
Value$9.1K (-$9.2M)
Filed 2026-11-05
Stonebridge Wealth Management, LLC
INCREASED
Shares150,012 from 147,966
Change+2,046 (+1%)
Value$8.4M (+$365.7K)
Filed 2026-10-09
Madrid Financial Services
DECREASED
Shares144,916 from 146,900
Change-1,984 (-1%)
Value$8.1M (+$139.0K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares91,086 from 90,960
Change+126 (+0%)
Value$5.1M (+$161.6K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares73,124 from 67,442
Change+5,682 (+8%)
Value$4.1M (+$431.8K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
DECREASED
Shares72,386 from 76,529
Change-4,143 (-5%)
Value$4.0M (-$101.1K)
Filed 2026-10-21
Greenleaf Trust
DECREASED
Shares71,229 from 71,594
Change-365 (-1%)
Value$4.0M (+$101.3K)
Filed 2026-10-29
Evanson Financial, LLC
INCREASED
Shares68,487 from 68,315
Change+172 (+0%)
Value$3.8M (+$125.8K)
Filed 2026-10-23
Patten Group, Inc.
INCREASED
Shares62,781 from 62,749
Change+32 (+0%)
Value$3.5M (+$108.4K)
Filed 2026-10-26
Moors & Cabot, Inc.
DECREASED
Shares53,731 from 54,886
Change-1,155 (-2%)
Value$3.0M (+$28.8K)
Filed 2026-11-06
Wealthcare Capital Partners, LLC
INCREASED
Shares45,151 from 42,872
Change+2,279 (+5%)
Value$2.5M (+$200.1K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares41,689 from 40,823
Change+866 (+2%)
Value$2.3M (+$117.7K)
Filed 2026-11-06
Formidable Asset Management, LLC
DECREASED
Shares40,691 from 43,006
Change-2,315 (-5%)
Value$2.2M (-$124.4K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED
Shares37,800 from 37,800
Change0 (0%)
Value$2.1M (+$64.3K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares35,113 from 37,527
Change-2,414 (-6%)
Value$2.0M (-$70.9K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares30,444 from 30,138
Change+306 (+1%)
Value$1.7M (+$68.3K)
Filed 2026-10-09
Cooper Financial Group
DECREASED
Shares30,334 from 80,902
Change-50,568 (-63%)
Value$1.7M (-$2.7M)
Filed 2026-10-07
ShoreHaven Wealth Partners, LLC
DECREASED
Shares29,711 from 30,664
Change-953 (-3%)
Value$1.7M (-$1.1K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares27,824 from 27,128
Change+696 (+3%)
Value$1.6M (+$85.0K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares25,314 from 14,344
Change+10,970 (+76%)
Value$1.4M (+$636.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares23,745 from 24,152
Change-407 (-2%)
Value$1.3K (-$1.3M)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares20,481 from 21,347
Change-866 (-4%)
Value$1.1M (-$12.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares19,637 from 18,278
Change+1,359 (+7%)
Value$1.1M (+$106.9K)
Filed 2026-10-08
Great Diamond Partners, LLC
DECREASED
Shares19,187 from 19,454
Change-267 (-1%)
Value$1.1M (+$18.2K)
Filed 2026-10-13
Power Wealth Management LLC
DECREASED
Shares16,261 from 16,749
Change-488 (-3%)
Value$907.5K (+$1.2K)
Filed 2026-10-27
D.B. Root & Company, LLC
UNCHANGED
Shares13,120 from 13,120
Change0 (0%)
Value$732.2K (+$22.3K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares11,412 from 8,487
Change+2,925 (+34%)
Value$635.6K (+$176.4K)
Filed 2026-11-04
Clearwater Capital Advisors, LLC
UNCHANGED
Shares10,554 from 10,554
Change0 (0%)
Value$589.0K (+$17.9K)
Filed 2026-11-06
Brown Miller Wealth Management, LLC
UNCHANGED
Shares9,759 from 9,759
Change0 (0%)
Value$544.7K (+$16.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares8,877
Change+8,877
Value$495.4K
Filed 2026-11-02
Gibbs Wealth Management
DECREASED
Shares8,083 from 8,128
Change-45 (-1%)
Value$451.1K (+$11.3K)
Filed 2026-10-22
KFA Private Wealth Group, LLC
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$351.6K (+$10.7K)
Filed 2026-10-07
Atria Investments, Inc
DECREASED
Shares5,730 from 5,844
Change-114 (-2%)
Value$319.8K (+$3.6K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
UNCHANGED
Shares4,307 from 4,307
Change0 (0%)
Value$240.4K (+$7.3K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,191 from 3,854
Change+337 (+9%)
Value$230.3K (+$18.1K)
Filed 2026-10-13
ANB Bank
UNCHANGED
Shares4,106 from 4,106
Change0 (0%)
Value$229.2K (+$7.0K)
Filed 2026-10-09
Trace Wealth Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$223.2K (+$6.8K)
Filed 2026-10-30
StoneX Group Inc.
DECREASED
Shares3,880 from 7,334
Change-3,454 (-47%)
Value$217.7K (-$178.2K)
Filed 2026-11-03
Courier Capital LLC
NEW
Shares3,600
Change+3,600
Value$200.9K
Filed 2026-10-19
GGM Financial LLC
INCREASED
Shares1,936 from 1,927
Change+9 (+0%)
Value$108.0K (+$3.8K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares1,928 from 2,538
Change-610 (-24%)
Value$107.6K (-$29.7K)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
INCREASED
Shares1,050 from 940
Change+110 (+12%)
Value$58.6K (+$7.7K)
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$55.8K (+$1.7K)
Filed 2026-10-14
Trust Co of Vermont
NEW
Shares692
Change+692
Value$38.6K
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares682 from 4,000
Change-3,318 (-83%)
Value$38.1K (-$178.4K)
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$22.3K (+$680)
Filed 2026-10-01
Private Trust Co NA
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$16.4K (+$498)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.2K (+$340)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares176 from 174
Change+2 (+1%)
Value$9.8K (+$367)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$9.3K ($0)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$8.7K (+$265)
Filed 2026-10-21
VestGen Advisors, LLC
CLOSED
Shares0 from 11,821
Change-11,821 (-100%)
Value$0 (-$639.6K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 9,759
Change-9,759 (-100%)
Value$0 (-$528.1K)
Filed 2026-10-21
Valmark Advisers, Inc.
CLOSED
Shares0 from 6,233
Change-6,233 (-100%)
Value$0 (-$337.3K)
Filed 2026-11-06
Russell Investments Group, Ltd.
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$39.3K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$38.0K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$33.9K)
Filed 2026-11-02
Solstein Capital, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 1,551,241
Change-1,551,241 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 939,675
Change-939,675 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 403,260
Change-403,260 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 302,364
Change-302,364 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 156,580
Change-156,580 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 148,886
Change-148,886 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 135,733
Change-135,733 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 126,376
Change-126,376 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 112,381
Change-112,381 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 110,320
Change-110,320 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 99,465
Change-99,465 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 92,808
Change-92,808 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84,880
Change-84,880 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 83,347
Change-83,347 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 74,301
Change-74,301 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 70,694
Change-70,694 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 66,611
Change-66,611 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 61,232
Change-61,232 (-100%)
Value—
UBS Group AG
N/A
Shares— from 61,103
Change-61,103 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,042
Change-60,042 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 52,206
Change-52,206 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 44,534
Change-44,534 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 44,352
Change-44,352 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 43,254
Change-43,254 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 42,872
Change-42,872 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 42,412
Change-42,412 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,255
Change-38,255 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 36,164
Change-36,164 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 34,846
Change-34,846 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 34,554
Change-34,554 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,141
Change-30,141 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 29,040
Change-29,040 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,674
Change-26,674 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 25,585
Change-25,585 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 24,825
Change-24,825 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 22,172
Change-22,172 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,623
Change-18,623 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 13,581
Change-13,581 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 11,509
Change-11,509 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 10,686
Change-10,686 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 8,677
Change-8,677 (-100%)
Value—
&partners
N/A
Shares— from 8,527
Change-8,527 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,021
Change-5,021 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 887
Change-887 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 794
Change-794 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 637
Change-637 (-100%)
Value—
EFG International AG
N/A
Shares— from 555
Change-555 (-100%)
Value—
Blair William & Co
N/A
Shares— from 468
Change-468 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED806,413773,984+32,429+4%$41.9M$45.0M+$3.1M2026-11-06
TCP Asset Management, LLC
INCREASED280,746275,800+4,946+2%$14.9M$15.5M+$608.6K2026-10-14
Freedom Day Solutions, LLC
INCREASED248,416206,894+41,522+20%$11.2M$13.9M+$2.7M2026-10-20
Thrivent Financial for Lutherans
DECREASED163,614170,061-6,447-4%$9.2M$9.1K-$9.2M2026-11-05
Stonebridge Wealth Management, LLC
INCREASED150,012147,966+2,046+1%$8.0M$8.4M+$365.7K2026-10-09
Madrid Financial Services
DECREASED144,916146,900-1,984-1%$7.9M$8.1M+$139.0K2026-11-03
Commonwealth Equity Services, LLC
INCREASED91,08690,960+126+0%$4.9M$5.1M+$161.6K2026-11-02
Independent Financial Group, LLC
INCREASED73,12467,442+5,682+8%$3.6M$4.1M+$431.8K2026-10-13
Wealthcare Advisory Partners LLC
DECREASED72,38676,529-4,143-5%$4.1M$4.0M-$101.1K2026-10-21
Greenleaf Trust
DECREASED71,22971,594-365-1%$3.9M$4.0M+$101.3K2026-10-29
Evanson Financial, LLC
INCREASED68,48768,315+172+0%$3.7M$3.8M+$125.8K2026-10-23
Patten Group, Inc.
INCREASED62,78162,749+32+0%$3.4M$3.5M+$108.4K2026-10-26
Moors & Cabot, Inc.
DECREASED53,73154,886-1,155-2%$3.0M$3.0M+$28.8K2026-11-06
Wealthcare Capital Partners, LLC
INCREASED45,15142,872+2,279+5%$2.3M$2.5M+$200.1K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED41,68940,823+866+2%$2.2M$2.3M+$117.7K2026-11-06
Formidable Asset Management, LLC
DECREASED40,69143,006-2,315-5%$2.3M$2.2M-$124.4K2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED37,80037,80000%$2.0M$2.1M+$64.3K2026-10-21
WealthPlan Investment Management, LLC
DECREASED35,11337,527-2,414-6%$2.0M$2.0M-$70.9K2026-10-15
Breakwater Capital Group
INCREASED30,44430,138+306+1%$1.6M$1.7M+$68.3K2026-10-09
Cooper Financial Group
DECREASED30,33480,902-50,568-63%$4.4M$1.7M-$2.7M2026-10-07
ShoreHaven Wealth Partners, LLC
DECREASED29,71130,664-953-3%$1.7M$1.7M-$1.1K2026-10-16
Fifth Third Bancorp
INCREASED27,82427,128+696+3%$1.5M$1.6M+$85.0K2026-11-05
Compound Planning, Inc.
INCREASED25,31414,344+10,970+76%$776.1K$1.4M+$636.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED23,74524,152-407-2%$1.3M$1.3K-$1.3M2026-11-02
IFP Advisors, Inc
DECREASED20,48121,347-866-4%$1.2M$1.1M-$12.0K2026-10-16
Farther Finance Advisors, LLC
INCREASED19,63718,278+1,359+7%$989.0K$1.1M+$106.9K2026-10-08
Great Diamond Partners, LLC
DECREASED19,18719,454-267-1%$1.1M$1.1M+$18.2K2026-10-13
Power Wealth Management LLC
DECREASED16,26116,749-488-3%$906.3K$907.5K+$1.2K2026-10-27
D.B. Root & Company, LLC
UNCHANGED13,12013,12000%$709.9K$732.2K+$22.3K2026-11-04
Prospera Financial Services Inc
INCREASED11,4128,487+2,925+34%$459.3K$635.6K+$176.4K2026-11-04
Clearwater Capital Advisors, LLC
UNCHANGED10,55410,55400%$571.1K$589.0K+$17.9K2026-11-06
Brown Miller Wealth Management, LLC
UNCHANGED9,7599,75900%$528.1K$544.7K+$16.6K2026-11-02
Kestra Advisory Services, LLC
NEW8,877—+8,877——$495.4K—2026-11-02
Gibbs Wealth Management
DECREASED8,0838,128-45-1%$439.8K$451.1K+$11.3K2026-10-22
KFA Private Wealth Group, LLC
UNCHANGED6,3006,30000%$340.9K$351.6K+$10.7K2026-10-07
Atria Investments, Inc
DECREASED5,7305,844-114-2%$316.2K$319.8K+$3.6K2026-10-15
Amplius Wealth Advisors, LLC
UNCHANGED4,3074,30700%$233.1K$240.4K+$7.3K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED4,1913,854+337+9%$212.2K$230.3K+$18.1K2026-10-13
ANB Bank
UNCHANGED4,1064,10600%$222.2K$229.2K+$7.0K2026-10-09
Trace Wealth Advisors, LLC
UNCHANGED4,0004,00000%$216.4K$223.2K+$6.8K2026-10-30
StoneX Group Inc.
DECREASED3,8807,334-3,454-47%$395.9K$217.7K-$178.2K2026-11-03
Courier Capital LLC
NEW3,600—+3,600——$200.9K—2026-10-19
GGM Financial LLC
INCREASED1,9361,927+9+0%$104.3K$108.0K+$3.8K2026-11-05
PNC Financial Services Group, Inc.
DECREASED1,9282,538-610-24%$137.3K$107.6K-$29.7K2026-11-06
Financial Network Wealth Advisors LLC
INCREASED1,050940+110+12%$50.9K$58.6K+$7.7K2026-10-28
Triumph Capital Management
UNCHANGED1,0001,00000%$54.1K$55.8K+$1.7K2026-10-14
Trust Co of Vermont
NEW692—+692——$38.6K—2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED6824,000-3,318-83%$216.4K$38.1K-$178.4K2026-11-03
Noble Wealth Management PBC
UNCHANGED40040000%$21.6K$22.3K+$6802026-10-01
Private Trust Co NA
UNCHANGED29329300%$15.9K$16.4K+$4982026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED20020000%$10.8K$11.2K+$3402026-11-04
Physician Wealth Advisors, Inc.
INCREASED176174+2+1%$9.4K$9.8K+$3672026-10-20
Allworth Financial LP
UNCHANGED17217200%$9.3K$9.3K$02026-11-06
Assetmark, Inc
UNCHANGED15615600%$8.4K$8.7K+$2652026-10-21
VestGen Advisors, LLC
CLOSED011,821-11,821-100%$639.6K$0-$639.6K2026-10-27
Axxcess Wealth Management, LLC
CLOSED09,759-9,759-100%$528.1K$0-$528.1K2026-10-21
Valmark Advisers, Inc.
CLOSED06,233-6,233-100%$337.3K$0-$337.3K2026-11-06
Russell Investments Group, Ltd.
CLOSED0727-727-100%$39.3K$0-$39.3K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0702-702-100%$38.0K$0-$38.0K2026-11-06
International Assets Investment Management, LLC
CLOSED0630-630-100%$33.9K$0-$33.9K2026-11-02
Solstein Capital, LLC
CLOSED040-40-100%$2.2K$0-$2.2K2026-11-02
Bank of America Corp
N/A—1,551,241-1,551,241-100%$83.9M———
Morgan Stanley
N/A—939,675-939,675-100%$50.8M———
Wells Fargo & Company
N/A—403,260-403,260-100%$21.8M———
Envestnet Asset Management Inc
N/A—302,364-302,364-100%$16.4M———
Beacon Pointe Advisors, LLC
N/A—156,580-156,580-100%$8.5M———
Private Advisor Group, LLC
N/A—148,886-148,886-100%$8.1M———
Raymond James Financial Inc
N/A—135,733-135,733-100%$7.3M———
Jane Street Group, LLC
N/A—126,376-126,376-100%$6.8M———
Wealthspire Advisors, LLC
N/A—112,381-112,381-100%$6.1M———
American Alpha Advisors, LLC
N/A—110,320-110,320-100%$6.0M———
Cahill Financial Advisors Inc
N/A—99,465-99,465-100%$5.4M———
Citadel Advisors LLC
N/A—92,808-92,808-100%$5.0M———
Steward Partners Investment Advisory, LLC
N/A—84,880-84,880-100%$4.6M———
Peregrine Asset Advisers, Inc.
N/A—83,347-83,347-100%$4.5M———
Snowden Capital Advisors LLC
N/A—74,301-74,301-100%$4.0M———
Baird Financial Group, Inc.
N/A—70,694-70,694-100%$3.8M———
Osaic Holdings, Inc.
N/A—66,611-66,611-100%$3.6M———
Dorsey Wright & Associates
N/A—61,232-61,232-100%$3.3M———
UBS Group AG
N/A—61,103-61,103-100%$3.3M———
Cetera Investment Advisers
N/A—60,042-60,042-100%$3.2M———
Royal Bank of Canada
N/A—52,206-52,206-100%$2.8M———
Rockefeller Capital Management L.P.
N/A—44,534-44,534-100%$2.4M———
Farmers National Bank
N/A—44,352-44,352-100%$2.4M———
Jones Financial Companies Lllp
N/A—43,254-43,254-100%$2.3M———
Arkadios Wealth Advisors
N/A—42,872-42,872-100%$2.3M———
Lansing Street Advisors
N/A—42,412-42,412-100%$2.3M———
Mercer Global Advisors Inc
N/A—38,255-38,255-100%$2.1M———
Janney Montgomery Scott LLC
N/A—36,164-36,164-100%$2.0M———
JPMorgan Chase & Co
N/A—34,846-34,846-100%$1.9M———
Mariner, LLC
N/A—34,554-34,554-100%$1.9M———
Susquehanna International Group, LLP
N/A—30,141-30,141-100%$1.6M———
Goldstone Financial Group, LLC
N/A—29,040-29,040-100%$1.6M———
HRT Financial LP
N/A—26,674-26,674-100%$1.4M———
Sanctuary Advisors, LLC
N/A—25,585-25,585-100%$1.4M———
Flow Traders U.S. LLC
N/A—24,825-24,825-100%$1.3M———
GTS Securities LLC
N/A—22,172-22,172-100%$1.2M———
Stifel Financial Corp
N/A—20,700-20,700-100%$1.1M———
MML Investors Services, LLC
N/A—18,623-18,623-100%$1.0M———
Flputnam Investment Management Co
N/A—13,697-13,697-100%$741.1K———
Aspire Capital Advisors LLC
N/A—13,581-13,581-100%$734.9K———
VestGen Investment Management
N/A—11,509-11,509-100%$622.8K———
Hilltop Partners LLC
N/A—10,686-10,686-100%$578.2K———
Vertex Planning Partners, LLC
N/A—9,200-9,200-100%$497.8K———
Legacy Capital Group California, Inc.
N/A—8,677-8,677-100%$469.5K———
&partners
N/A—8,527-8,527-100%$461.4K———
Captrust Financial Advisors
N/A—8,383-8,383-100%$453.6K———
Meeder Advisory Services, Inc.
N/A—7,872-7,872-100%$426.0K———
Passive Capital Management, Llc.
N/A—7,270-7,270-100%$375.2K———
Savvy Advisors, Inc.
N/A—6,067-6,067-100%$328.3K———
Tidemark, LLC
N/A—5,795-5,795-100%$313.6K———
Axis Wealth Partners, LLC
N/A—5,787-5,787-100%$313.2K———
Ausdal Financial Partners, Inc.
N/A—5,616-5,616-100%$303.9K———
HighTower Advisors, LLC
N/A—5,204-5,204-100%$281.6K———
Gateway Wealth Partners, LLC
N/A—5,021-5,021-100%$271.7K———
NewEdge Advisors, LLC
N/A—4,844-4,844-100%$262.1K———
Advyzon Investment Management, LLC
N/A—4,761-4,761-100%$257.6K———
Virtu Financial LLC
N/A—3,951-3,951-100%$214.0K———
FMR LLC
N/A—3,359-3,359-100%$181.8K———
Northwestern Mutual Wealth Management Co
N/A—2,766-2,766-100%$149.7K———
Ameritas Advisory Services, LLC
N/A—1,087-1,087-100%$58.8K———
IFG Advisory, LLC
N/A—1,010-1,010-100%$54.7K———
Global Retirement Partners, LLC
N/A—1,000-1,000-100%$54.1K———
SHP Wealth Management
N/A—887-887-100%$48.0K———
Harbour Investments, Inc.
N/A—794-794-100%$43.0K———
Arax Advisory Partners
N/A—637-637-100%$34.5K———
EFG International AG
N/A—555-555-100%$30.0K———
Blair William & Co
N/A—468-468-100%$25.3K———
Rothschild Investment LLC
N/A—356-356-100%$19.2K———
O'shaughnessy Asset Management, LLC
N/A—103-103-100%$5.6K———
Continuum Advisory, LLC
N/A—61-61-100%$3.3K———
Caldwell Sutter Capital, Inc.
N/A—50-50-100%$2.7K———
Huntington National Bank
N/A—2-2-100%$108———
Showing 133 of 133 institutions