IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wisdomtree Intl Qlty DVD GRW (IQDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
AlphaCore Capital LLC
DECREASED
Shares981,788 from 1,064,871
Change-83,083 (-8%)
Value$41.8M (-$4.1M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares940,279 from 912,174
Change+28,105 (+3%)
Value$40.0M (+$721.8K)
Filed 2026-11-06
Revolve Wealth Partners, LLC
INCREASED
Shares494,930 from 454,107
Change+40,823 (+9%)
Value$21.1M (+$1.5M)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares327,932 from 324,190
Change+3,742 (+1%)
Value$14.0M (-$9.3K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
INCREASED
Shares248,311 from 170,171
Change+78,140 (+46%)
Value$10.6M (+$3.2M)
Filed 2026-10-16
Tsfg, LLC
INCREASED
Shares150,810 from 148,096
Change+2,714 (+2%)
Value$6.4K (-$6.4M)
Filed 2026-10-23
CGN Advisors LLC
DECREASED
Shares127,079 from 142,289
Change-15,210 (-11%)
Value$5.4M (-$721.3K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares103,556 from 104,833
Change-1,277 (-1%)
Value$4.4M (-$108.9K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares84,050 from 83,652
Change+398 (+0%)
Value$3.6M (-$26.6K)
Filed 2026-10-15
Impact Capital Partners LLC
INCREASED
Shares80,522 from 78,751
Change+1,771 (+2%)
Value$3.4M (+$34.4K)
Filed 2026-10-22
SigFig Wealth Management, LLC
INCREASED
Shares77,084 from 74,859
Change+2,225 (+3%)
Value$3.3M (+$65.5K)
Filed 2026-10-07
Merit Financial Group, LLC
DECREASED
Shares74,665 from 83,672
Change-9,007 (-11%)
Value$3.2M (-$426.8K)
Filed 2026-11-06
Catalyst Investment Management LLC
DECREASED
Shares61,075 from 121,530
Change-60,455 (-50%)
Value$2.6M (-$2.6M)
Filed 2026-10-21
Resonant Capital Advisors, LLC
DECREASED
Shares53,841 from 54,717
Change-876 (-2%)
Value$2.3M (-$65.7K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares49,726
Change+49,726
Value$2.1M
Filed 2026-11-03
Western Wealth Management, LLC
DECREASED
Shares44,261 from 44,567
Change-306 (-1%)
Value$1.9M (-$36.2K)
Filed 2026-11-09
Mendel Money Management
INCREASED
Shares44,134 from 39,756
Change+4,378 (+11%)
Value$1.9M (+$165.7K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares42,145 from 44,191
Change-2,046 (-5%)
Value$1.8M (-$110.0K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares33,033 from 27,036
Change+5,997 (+22%)
Value$1.4M (+$241.2K)
Filed 2026-10-27
Financial Enhancement Group LLC
DECREASED
Shares29,073 from 32,879
Change-3,806 (-12%)
Value$1.2M (-$200.3K)
Filed 2026-10-08
Avestar Capital, LLC
INCREASED
Shares20,061 from 20,050
Change+11 (+0%)
Value$853.8K (-$10.0K)
Filed 2026-10-28
City Center Advisors, LLC
INCREASED
Shares17,621 from 16,689
Change+932 (+6%)
Value$750.0K (+$31.0K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares14,999 from 14,584
Change+415 (+3%)
Value$638.4K (+$10.1K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares14,877 from 14,754
Change+123 (+1%)
Value$633.2K (-$2.4K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares14,767 from 15,213
Change-446 (-3%)
Value$628.5K (-$26.9K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares12,778 from 10,756
Change+2,022 (+19%)
Value$543.8K (+$80.5K)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares12,483 from 10,427
Change+2,056 (+20%)
Value$531.3K (+$82.1K)
Filed 2026-10-30
Prairie Advisory, LLC
INCREASED
Shares12,434 from 6,217
Change+6,217 (+100%)
Value$529.2K (+$261.4K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares12,216 from 11,181
Change+1,035 (+9%)
Value$520 (-$481.5K)
Filed 2026-11-02
Uhlmann Price Securities, LLC
INCREASED
Shares12,146 from 9,319
Change+2,827 (+30%)
Value$516.9K (+$115.5K)
Filed 2026-11-03
Sharkey, Howes & Javer
UNCHANGED
Shares11,323 from 11,323
Change0 (0%)
Value$481.9K (-$5.9K)
Filed 2026-10-22
D'Orazio & Associates, Inc.
DECREASED
Shares10,916 from 11,516
Change-600 (-5%)
Value$464.6K (-$31.5K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares10,777 from 7,610
Change+3,167 (+42%)
Value$459 (-$327.5K)
Filed 2026-10-26
Key FInancial Inc
DECREASED
Shares10,726 from 10,782
Change-56 (-1%)
Value$456.5K (-$8.0K)
Filed 2026-11-02
Howard Bailey Securities, LLC
DECREASED
Shares10,114 from 10,352
Change-238 (-2%)
Value$430.4K (-$15.5K)
Filed 2026-10-27
Cidel Asset Management Inc
DECREASED
Shares9,918 from 10,225
Change-307 (-3%)
Value$422.1K (-$18.4K)
Filed 2026-10-29
Kondo Wealth Advisors, Inc.
INCREASED
Shares9,606 from 9,338
Change+268 (+3%)
Value$408.9K (+$6.6K)
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares8,464 from 8,091
Change+373 (+5%)
Value$360.2K (+$11.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares8,199 from 7,777
Change+422 (+5%)
Value$348.9K (+$13.9K)
Filed 2026-11-05
Evolution Wealth Management Inc.
INCREASED
Shares7,557 from 7,048
Change+509 (+7%)
Value$321.6K (+$18.0K)
Filed 2026-10-28
Wiregrass Investment Management LLC
INCREASED
Shares7,541 from 5,770
Change+1,771 (+31%)
Value$321.0K (+$72.4K)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares7,316 from 6,702
Change+614 (+9%)
Value$311.4K (+$22.7K)
Filed 2026-10-20
Princeton Global Asset Management LLC
DECREASED
Shares6,977 from 7,836
Change-859 (-11%)
Value$296.9K (-$40.6K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares6,898
Change+6,898
Value$293.6K
Filed 2026-10-16
Trust Co
INCREASED
Shares6,707 from 5,146
Change+1,561 (+30%)
Value$285.5K (+$63.8K)
Filed 2026-10-09
Lanark Financial, Inc.
DECREASED
Shares6,493 from 6,648
Change-155 (-2%)
Value$276.3K (-$10.1K)
Filed 2026-10-26
Emprise Bank
UNCHANGED
Shares6,325 from 6,325
Change0 (0%)
Value$269.2K (-$3.3K)
Filed 2026-10-07
Breakwater Capital Group
INCREASED
Shares6,307 from 6,237
Change+70 (+1%)
Value$268.4K (-$268)
Filed 2026-10-09
Bank of Montreal
DECREASED
Shares6,144 from 11,895
Change-5,751 (-48%)
Value$261.5K (-$250.9K)
Filed 2026-11-09
United Advisor Group, LLC
INCREASED
Shares6,003 from 5,922
Change+81 (+1%)
Value$255.5K (+$339)
Filed 2026-11-03
Oregon Pacific Wealth Management, LLC
DECREASED
Shares5,428 from 5,572
Change-144 (-3%)
Value$231.0K (-$9.0K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares5,226 from 5,270
Change-44 (-1%)
Value$222.4K (-$9.5K)
Filed 2026-10-26
New England Private Wealth Advisors LLC
UNCHANGED
Shares4,927 from 4,927
Change0 (0%)
Value$209.7K ($0)
Filed 2026-10-19
Westside Investment Management, Inc.
UNCHANGED
Shares4,391 from 4,391
Change0 (0%)
Value$186.4K (-$2.7K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares4,377 from 51,923
Change-47,546 (-92%)
Value$186.3K (-$2.1M)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares3,616 from 3,311
Change+305 (+9%)
Value$153.9K (+$11.3K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,385 from 3,385
Change0 (0%)
Value$142.2K (-$3.6K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares2,947 from 3,767
Change-820 (-22%)
Value$125.4K (-$36.9K)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares2,340 from 2,402
Change-62 (-3%)
Value$99.6K (-$3.9K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares2,128 from 2,122
Change+6 (+0%)
Value$90.6K (-$851)
Filed 2026-11-02
Team Financial Group, LLC
NEW
Shares2,066
Change+2,066
Value$87.9K
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares2,000 from 2,612
Change-612 (-23%)
Value$85.1K (-$27.4K)
Filed 2026-10-08
Tounjian Advisory Partners, LLC
DECREASED
Shares1,395 from 1,477
Change-82 (-6%)
Value$59.4K (-$4.3K)
Filed 2026-11-04
Reap Financial Group, LLC
DECREASED
Shares1,244 from 1,481
Change-237 (-16%)
Value$53.0K (-$10.9K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$28 ($0)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
NEW
Shares583
Change+583
Value$24.8K
Filed 2026-11-03
PNC Financial Services Group, Inc.
NEW
Shares466
Change+466
Value$19.8K
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$8.9K (-$109)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$3.4K (-$32)
Filed 2026-10-16
Kingdom Financial Group Llc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.9K (-$18)
Filed 2026-11-04
World Equity Group, Inc.
CLOSED
Shares0 from 10,698
Change-10,698 (-100%)
Value$0 (-$461.2K)
Filed 2026-10-14
Belpointe Asset Management LLC
CLOSED
Shares0 from 7,517
Change-7,517 (-100%)
Value$0 (-$323.8K)
Filed 2026-11-09
Foster Group, Inc.
CLOSED
Shares0 from 4,706
Change-4,706 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$20.9K)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 448
Change-448 (-100%)
Value$0 (-$19.2K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 2,104,542
Change-2,104,542 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,625,496
Change-1,625,496 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 809,142
Change-809,142 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 686,681
Change-686,681 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 584,321
Change-584,321 (-100%)
Value—
UBS Group AG
N/A
Shares— from 420,618
Change-420,618 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 353,215
Change-353,215 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 305,304
Change-305,304 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 187,054
Change-187,054 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 141,396
Change-141,396 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 117,786
Change-117,786 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 114,507
Change-114,507 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 110,853
Change-110,853 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 95,364
Change-95,364 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 90,759
Change-90,759 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 84,153
Change-84,153 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 68,368
Change-68,368 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 52,289
Change-52,289 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 45,319
Change-45,319 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 45,229
Change-45,229 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 39,034
Change-39,034 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 28,661
Change-28,661 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,315
Change-28,315 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,074
Change-26,074 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 22,566
Change-22,566 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 16,415
Change-16,415 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,617
Change-15,617 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,822
Change-14,822 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,748
Change-14,748 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,055
Change-14,055 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,913
Change-13,913 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,286
Change-12,286 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,224
Change-10,224 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,044
Change-10,044 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 9,292
Change-9,292 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 6,551
Change-6,551 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 301
Change-301 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
AlphaCore Capital LLC
DECREASED981,7881,064,871-83,083-8%$45.9M$41.8M-$4.1M2026-11-04
LPL Financial LLC
INCREASED940,279912,174+28,105+3%$39.3M$40.0M+$721.8K2026-11-06
Revolve Wealth Partners, LLC
INCREASED494,930454,107+40,823+9%$19.6M$21.1M+$1.5M2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED327,932324,190+3,742+1%$14.0M$14.0M-$9.3K2026-10-20
Premier Path Wealth Partners, LLC
INCREASED248,311170,171+78,140+46%$7.3M$10.6M+$3.2M2026-10-16
Tsfg, LLC
INCREASED150,810148,096+2,714+2%$6.4M$6.4K-$6.4M2026-10-23
CGN Advisors LLC
DECREASED127,079142,289-15,210-11%$6.1M$5.4M-$721.3K2026-10-21
Kathmere Capital Management, LLC
DECREASED103,556104,833-1,277-1%$4.5M$4.4M-$108.9K2026-10-20
Atria Investments, Inc
INCREASED84,05083,652+398+0%$3.6M$3.6M-$26.6K2026-10-15
Impact Capital Partners LLC
INCREASED80,52278,751+1,771+2%$3.4M$3.4M+$34.4K2026-10-22
SigFig Wealth Management, LLC
INCREASED77,08474,859+2,225+3%$3.2M$3.3M+$65.5K2026-10-07
Merit Financial Group, LLC
DECREASED74,66583,672-9,007-11%$3.6M$3.2M-$426.8K2026-11-06
Catalyst Investment Management LLC
DECREASED61,075121,530-60,455-50%$5.2M$2.6M-$2.6M2026-10-21
Resonant Capital Advisors, LLC
DECREASED53,84154,717-876-2%$2.4M$2.3M-$65.7K2026-10-15
Ascentis Independent Advisors
NEW49,726—+49,726——$2.1M—2026-11-03
Western Wealth Management, LLC
DECREASED44,26144,567-306-1%$1.9M$1.9M-$36.2K2026-11-09
Mendel Money Management
INCREASED44,13439,756+4,378+11%$1.7M$1.9M+$165.7K2026-11-02
Commonwealth Equity Services, LLC
DECREASED42,14544,191-2,046-5%$1.9M$1.8M-$110.0K2026-11-02
VestGen Advisors, LLC
INCREASED33,03327,036+5,997+22%$1.2M$1.4M+$241.2K2026-10-27
Financial Enhancement Group LLC
DECREASED29,07332,879-3,806-12%$1.4M$1.2M-$200.3K2026-10-08
Avestar Capital, LLC
INCREASED20,06120,050+11+0%$863.8K$853.8K-$10.0K2026-10-28
City Center Advisors, LLC
INCREASED17,62116,689+932+6%$719.0K$750.0K+$31.0K2026-10-08
Kestra Advisory Services, LLC
INCREASED14,99914,584+415+3%$628.3K$638.4K+$10.1K2026-11-02
Axxcess Wealth Management, LLC
INCREASED14,87714,754+123+1%$635.6K$633.2K-$2.4K2026-10-21
Creative Planning
DECREASED14,76715,213-446-3%$655.4K$628.5K-$26.9K2026-11-02
Rossby Financial, LCC
INCREASED12,77810,756+2,022+19%$463.4K$543.8K+$80.5K2026-11-05
Compass Financial Management LLC
INCREASED12,48310,427+2,056+20%$449.2K$531.3K+$82.1K2026-10-30
Prairie Advisory, LLC
INCREASED12,4346,217+6,217+100%$267.8K$529.2K+$261.4K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED12,21611,181+1,035+9%$482.0K$520-$481.5K2026-11-02
Uhlmann Price Securities, LLC
INCREASED12,1469,319+2,827+30%$401.5K$516.9K+$115.5K2026-11-03
Sharkey, Howes & Javer
UNCHANGED11,32311,32300%$487.8K$481.9K-$5.9K2026-10-22
D'Orazio & Associates, Inc.
DECREASED10,91611,516-600-5%$496.1K$464.6K-$31.5K2026-11-04
Park Avenue Securities LLC
INCREASED10,7777,610+3,167+42%$328.0K$459-$327.5K2026-10-26
Key FInancial Inc
DECREASED10,72610,782-56-1%$464.5K$456.5K-$8.0K2026-11-02
Howard Bailey Securities, LLC
DECREASED10,11410,352-238-2%$446.0K$430.4K-$15.5K2026-10-27
Cidel Asset Management Inc
DECREASED9,91810,225-307-3%$440.5K$422.1K-$18.4K2026-10-29
Kondo Wealth Advisors, Inc.
INCREASED9,6069,338+268+3%$402.3K$408.9K+$6.6K2026-10-19
Fifth Third Bancorp
INCREASED8,4648,091+373+5%$348.6K$360.2K+$11.7K2026-11-05
Bank of New York Mellon Corp
INCREASED8,1997,777+422+5%$335.0K$348.9K+$13.9K2026-11-05
Evolution Wealth Management Inc.
INCREASED7,5577,048+509+7%$303.6K$321.6K+$18.0K2026-10-28
Wiregrass Investment Management LLC
INCREASED7,5415,770+1,771+31%$248.6K$321.0K+$72.4K2026-11-05
Trilogy Capital Inc.
INCREASED7,3166,702+614+9%$288.7K$311.4K+$22.7K2026-10-20
Princeton Global Asset Management LLC
DECREASED6,9777,836-859-11%$337.6K$296.9K-$40.6K2026-10-21
Concurrent Investment Advisors, LLC
NEW6,898—+6,898——$293.6K—2026-10-16
Trust Co
INCREASED6,7075,146+1,561+30%$221.7K$285.5K+$63.8K2026-10-09
Lanark Financial, Inc.
DECREASED6,4936,648-155-2%$286.4K$276.3K-$10.1K2026-10-26
Emprise Bank
UNCHANGED6,3256,32500%$272.5K$269.2K-$3.3K2026-10-07
Breakwater Capital Group
INCREASED6,3076,237+70+1%$268.7K$268.4K-$2682026-10-09
Bank of Montreal
DECREASED6,14411,895-5,751-48%$512.4K$261.5K-$250.9K2026-11-09
United Advisor Group, LLC
INCREASED6,0035,922+81+1%$255.1K$255.5K+$3392026-11-03
Oregon Pacific Wealth Management, LLC
DECREASED5,4285,572-144-3%$240.0K$231.0K-$9.0K2026-10-20
Triad Wealth Partners, LLC
DECREASED5,2265,270-44-1%$231.9K$222.4K-$9.5K2026-10-26
New England Private Wealth Advisors LLC
UNCHANGED4,9274,92700%$209.7K$209.7K$02026-10-19
Westside Investment Management, Inc.
UNCHANGED4,3914,39100%$189.2K$186.4K-$2.7K2026-11-02
IFP Advisors, Inc
DECREASED4,37751,923-47,546-92%$2.2M$186.3K-$2.1M2026-10-16
Private Trust Co NA
INCREASED3,6163,311+305+9%$142.6K$153.9K+$11.3K2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED3,3853,38500%$145.8K$142.2K-$3.6K2026-10-16
Farther Finance Advisors, LLC
DECREASED2,9473,767-820-22%$162.3K$125.4K-$36.9K2026-10-08
Creative Financial Designs Inc
DECREASED2,3402,402-62-3%$103.5K$99.6K-$3.9K2026-11-04
Golden State Wealth Management, LLC
INCREASED2,1282,122+6+0%$91.4K$90.6K-$8512026-11-02
Team Financial Group, LLC
NEW2,066—+2,066——$87.9K—2026-10-30
CoreCap Advisors, LLC
DECREASED2,0002,612-612-23%$112.5K$85.1K-$27.4K2026-10-08
Tounjian Advisory Partners, LLC
DECREASED1,3951,477-82-6%$63.6K$59.4K-$4.3K2026-11-04
Reap Financial Group, LLC
DECREASED1,2441,481-237-16%$63.8K$53.0K-$10.9K2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED65865800%$28$28$02026-10-27
Ashton Thomas Private Wealth, LLC
NEW583—+583——$24.8K—2026-11-03
PNC Financial Services Group, Inc.
NEW466—+466——$19.8K—2026-11-06
Assetmark, Inc
UNCHANGED20820800%$9.0K$8.9K-$1092026-10-21
Pension & Wealth Management Advisors, Inc.
UNCHANGED797900%$3.4K$3.4K-$322026-10-16
Kingdom Financial Group Llc.
UNCHANGED444400%$1.9K$1.9K-$182026-11-04
World Equity Group, Inc.
CLOSED010,698-10,698-100%$461.2K$0-$461.2K2026-10-14
Belpointe Asset Management LLC
CLOSED07,517-7,517-100%$323.8K$0-$323.8K2026-11-09
Foster Group, Inc.
CLOSED04,706-4,706-100%$202.7K$0-$202.7K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0485-485-100%$20.9K$0-$20.9K2026-11-06
Brooklyn FI, LLC
CLOSED0448-448-100%$19.2K$0-$19.2K2026-11-05
AdvisorNet Financial, Inc
CLOSED0198-198-100%$8.5K$0-$8.5K2026-10-15
Bank of America Corp
N/A—2,104,542-2,104,542-100%$90.7M———
Morgan Stanley
N/A—1,625,496-1,625,496-100%$70.0M———
Envestnet Asset Management Inc
N/A—809,142-809,142-100%$34.9M———
HighTower Advisors, LLC
N/A—686,681-686,681-100%$29.6M———
Cetera Investment Advisers
N/A—584,321-584,321-100%$25.2M———
UBS Group AG
N/A—420,618-420,618-100%$18.1M———
Captrust Financial Advisors
N/A—353,215-353,215-100%$15.2M———
One Capital Management, LLC
N/A—305,304-305,304-100%$12.3M———
Venturi Wealth Management, LLC
N/A—187,054-187,054-100%$8.1M———
Rockefeller Capital Management L.P.
N/A—141,396-141,396-100%$6.1M———
Raymond James Financial Inc
N/A—117,786-117,786-100%$5.1M———
Fourth Dimension Wealth, LLC
N/A—114,507-114,507-100%$4.9M———
Royal Bank of Canada
N/A—110,853-110,853-100%$4.8M———
Susquehanna International Group, LLP
N/A—95,364-95,364-100%$4.1M———
HRT Financial LP
N/A—90,759-90,759-100%$3.9M———
O'shaughnessy Asset Management, LLC
N/A—84,153-84,153-100%$3.6M———
Savvy Advisors, Inc.
N/A—68,368-68,368-100%$2.9M———
Summit Financial, LLC
N/A—52,289-52,289-100%$2.3M———
Stifel Financial Corp
N/A—45,319-45,319-100%$2.0M———
Vestmark Advisory Solutions, Inc.
N/A—45,229-45,229-100%$1.9M———
Hobbs Group Advisors, LLC
N/A—39,034-39,034-100%$1.7M———
Northwestern Mutual Wealth Management Co
N/A—28,661-28,661-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—28,315-28,315-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—26,074-26,074-100%$1.1M———
Per Stirling Capital Management, Llc.
N/A—22,566-22,566-100%$972.1K———
UBS Asset Management Americas LLC
N/A—16,415-16,415-100%$707.2K———
Sanctuary Advisors, LLC
N/A—15,617-15,617-100%$672.8K———
CIBC World Market Inc.
N/A—14,822-14,822-100%$638.5K———
Osaic Holdings, Inc.
N/A—14,748-14,748-100%$635.6K———
Arkadios Wealth Advisors
N/A—14,055-14,055-100%$605.5K———
JPMorgan Chase & Co
N/A—13,913-13,913-100%$597.6K———
FMR LLC
N/A—12,286-12,286-100%$529.3K———
Gladstone Institutional Advisory LLC
N/A—10,284-10,284-100%$443.0K———
Quantinno Capital Management LP
N/A—10,224-10,224-100%$440.5K———
IHT Wealth Management, LLC
N/A—10,044-10,044-100%$432.7K———
Cahill Financial Advisors Inc
N/A—9,828-9,828-100%$423.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—9,292-9,292-100%$400.0K———
Focus Partners Advisor Solutions, LLC
N/A—8,910-8,910-100%$383.8K———
Mason Investment Advisory Services, Inc.
N/A—7,748-7,748-100%$333.8K———
OneDigital Investment Advisors LLC
N/A—6,761-6,761-100%$291.3K———
Janney Montgomery Scott LLC
N/A—6,563-6,563-100%$283.0K———
Axis Wealth Partners, LLC
N/A—6,551-6,551-100%$282.2K———
Oxinas Partners, LLC
N/A—5,935-5,935-100%$255.7K———
Private Advisor Group, LLC
N/A—5,892-5,892-100%$253.8K———
Insigneo Advisory Services, LLC
N/A—5,628-5,628-100%$242.5K———
Saiph Capital, LLC
N/A—5,342-5,342-100%$230.1K———
AE Wealth Management LLC
N/A—5,181-5,181-100%$223.2K———
Mutual Advisors, LLC
N/A—5,059-5,059-100%$217.9K———
MML Investors Services, LLC
N/A—4,927-4,927-100%$212.3K———
Mercer Global Advisors Inc
N/A—4,796-4,796-100%$206.6K———
Wells Fargo & Company
N/A—3,871-3,871-100%$166.7K———
BlackRock, Inc.
N/A—2,984-2,984-100%$128.6K———
EP Wealth Advisors, LLC
N/A—2,410-2,410-100%$103.8K———
Frazier Financial Advisors, LLC
N/A—2,207-2,207-100%$95.1K———
Capital Analysts, LLC
N/A—2,042-2,042-100%$88.0K———
National Bank of Canada
N/A—2,020-2,020-100%$87.0K———
Beaird Harris Wealth Management, LLC
N/A—1,440-1,440-100%$62.0K———
Qube Research & Technologies Ltd
N/A—1,389-1,389-100%$59.8K———
Aptus Capital Advisors, LLC
N/A—1,129-1,129-100%$48.6K———
Medallion Wealth Advisors, LLC
N/A—889-889-100%$38.3K———
Global Retirement Partners, LLC
N/A—302-302-100%$13.0K———
Jones Financial Companies Lllp
N/A—301-301-100%$12.8K———
Caitlin John, LLC
N/A—108-108-100%$4.7K———
NewEdge Advisors, LLC
N/A—82-82-100%$3.5K———
Smartleaf Asset Management LLC
N/A—74-74-100%$3.2K———
SHP Wealth Management
N/A—17-17-100%$732———
Showing 142 of 142 institutions