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Invesco Optimum Yield Divers (PDBC)

CUSIP: 46090F100 | NYSE | 1393 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

SigFig Wealth Management, LLC6,673,353
3.2% of portfolio›$128.8M
Briaud Financial Planning Inc2,468,334
10.5% of portfolio›$47.6M
Mirae Asset Global Investments Co., Ltd.2,340,553
0.1% of portfolio›$45.2M
Wealth Enhancement Advisory Services, LLC2,292,765
0.1% of portfolio›$45.1M
Cambridge Investment Research Advisors, Inc.1,306,580
0.1% of portfolio›$25.2M
Marion Wealth Management1,090,740
4.1% of portfolio›$21.1M
Johnson Financial Group, LLC778,542
0.8% of portfolio›$15.0M
Brookstone Capital Management672,622
0.1% of portfolio›$13.0M
Symphony Financial, Ltd. Co.613,240
1.1% of portfolio›$11.9M
Aspect Partners, LLC572,690
4.2% of portfolio›$11.1M
Patton Fund Management, Inc.497,327
2.5% of portfolio›$9.6M
Point Nemo Capital, LLC496,577
4.5% of portfolio›$9.6M
Lockheed Martin Investment Management Co450,000
0.6% of portfolio›$8.7M
Avestar Capital, LLC424,091
0.6% of portfolio›$8.2M
Plan Group Financial, LLC394,422
1.5% of portfolio›$7.9M
Stonehearth Capital Management, LLC381,909
2.5% of portfolio›$7.4M
Kestra Private Wealth Services, LLC375,433
0.1% of portfolio›$7.2M
Atria Investments, Inc372,129
0.1% of portfolio›$7.2M
Echo45 Advisors LLC370,287
3.3% of portfolio›$7.1M
Legacy Wealth Partners, LLC368,183
1.5% of portfolio›$7.1M
CoreCap Advisors, LLC342,856
0.2% of portfolio›$6.6M
LCW Services, LLC342,382
2.8% of portfolio›$6.6M
Choreo, LLC322,398
0.1% of portfolio›$6.2M
Juncture Wealth Strategies, LLC314,643
1.6% of portfolio›$6.1M
Walser Wealth Management Company, A Ltd Liability Co304,967
2.4% of portfolio›$5.9M
Avalon Capital Management298,697
1.3% of portfolio›$5.8M
LexAurum Advisors, LLC266,509
0.6% of portfolio›$5.1M
Commonwealth Equity Services, LLC262,269
0.0% of portfolio›$5.1M
M Wealth Management, LLC257,884
3.8% of portfolio›$5.0M
Advisory Solutions Group, LLC247,510
1.0% of portfolio›$4.8M
Lido Advisors, LLC240,471
0.0% of portfolio›$4.6M
New England Capital Financial Advisors LLC234,828
1.1% of portfolio›$4.5M
Bison Wealth, LLC223,901
0.4% of portfolio›$4.4M
Innova Wealth Partners212,670
1.6% of portfolio›$4.1M
MGO One Seven LLC212,056
0.1% of portfolio›$4.1M
Beacon Capital Management, Inc.207,965
0.3% of portfolio›$4.0M
Exchange Traded Concepts, LLC207,774
0.0% of portfolio›$4.0M
B. Riley Wealth Advisors, Inc.194,074
0.1% of portfolio›$3.7M
Gladwyn Financial Advisors, Inc.186,021
2.3% of portfolio›$3.6M
Creative Planning157,047
0.0% of portfolio›$3.0M
Simplicity Wealth,LLC153,993
0.1% of portfolio›$3.0M
Sigma Planning Corp151,103
0.1% of portfolio›$2.9M
Virtue Capital Management, LLC150,147
0.4% of portfolio›$2.9M
Evolution Wealth Advisors, LLC134,876
0.3% of portfolio›$2.6M
Assetmark, Inc131,196
0.0% of portfolio›$2.5M
Aletheian Wealth Advisors LLC129,578
1.0% of portfolio›$2.5M
Verity Asset Management, Inc.127,317
0.9% of portfolio›$2.5M
Ashton Thomas Private Wealth, LLC123,453
0.0% of portfolio›$2.4M
Flagship Harbor Advisors, LLC121,231
0.1% of portfolio›$2.3M
Randall & Associates Wealth Management120,595
1.4% of portfolio›$2.3M
Perigon Wealth Management, LLC119,366
0.0% of portfolio›$2.3M
FSA Investment Group, LLC111,597
0.7% of portfolio›$2.2M
IFP Advisors, Inc110,281
0.0% of portfolio›$2.1M
Citigroup Inc108,983
0.0% of portfolio›$2.1M
Integrated Advisors Network LLC105,431
0.1% of portfolio›$2.0M
Cordoba Advisory Partners LLC103,623
0.2% of portfolio›$2.0M
Prospera Financial Services Inc97,311
0.0% of portfolio›$1.9M
Parr Mcknight Wealth Management Group, LLC97,009
0.2% of portfolio›$1.9M
Kuhn & Co Investment Counsel96,622
1.0% of portfolio›$1.9M
Greenwood Capital Associates LLC94,015
0.2% of portfolio›$1.8M
Farther Finance Advisors, LLC93,792
0.0% of portfolio›$1.8M
Congress Asset Management Co92,713
0.0% of portfolio›$1.8M
Ascentis Wealth Management, LLC86,161
0.3% of portfolio›$1.7M
Wesbanco Bank Inc78,759
0.0% of portfolio›$1.5M
Axxcess Wealth Management, LLC76,784
0.1% of portfolio›$1.5M
Genesis Private Wealth, LLC74,772
0.4% of portfolio›$1.4M
Curran Financial Partners, LLC74,520
0.2% of portfolio›$1.4M
Magnus Financial Group LLC70,489
0.1% of portfolio›$1.4M
Elyxium Wealth, LLC67,725
0.1% of portfolio›$1.3M
Triad Wealth Partners, LLC67,202
0.1% of portfolio›$1.3M
Vise Technologies, Inc.66,733
0.0% of portfolio›$1.3M
Worth Asset Management, LLC63,920
0.4% of portfolio›$1.2M
Turning Point Benefit Group, Inc.61,981
0.5% of portfolio›$1.2M
Trek Financial, LLC57,746
0.1% of portfolio›$1.1M
Almanack Investment Partners, Llc.57,275
0.1% of portfolio›$1.1M
Arlington Capital Management Inc56,534
0.6% of portfolio›$1.1M
J2 Capital Management Inc55,813
0.7% of portfolio›$1.1M
Private Trust Co NA54,443
0.1% of portfolio›$1.1M
James Investment Research, Inc.53,389
0.1% of portfolio›$1.0M
Krane Financial Solutions LLC53,091
0.6% of portfolio›$1.0M
Investment Partners, Ltd.51,902
0.2% of portfolio›$1.0M
Accurate Wealth Management, LLC50,975
0.1% of portfolio›$1.0M
Defined Wealth Management, LLC50,287
0.5% of portfolio›$970.5K
Walkner Condon Financial Advisors LLC49,801
0.1% of portfolio›$906.7K
Citizens Financial Group Inc44,648
0.0% of portfolio›$861.7K
TD Waterhouse Canada Inc.43,579
0.0% of portfolio›$852.0K
Moulton Wealth Management, Inc41,196
0.5% of portfolio›$805.8K
Insight Advisors, LLC/ PA39,216
0.1% of portfolio›$756.9K
Professional Financial Advisors, LLC38,698
0.1% of portfolio›$746.9K
Saxony Capital Management, LLC38,676
0.3% of portfolio›$746.4K
Wespac Advisors, LLC38,491
0.4% of portfolio›$742.9K
Alhambra Investment Management LLC38,108
0.3% of portfolio›$735.5K
Vontobel Holding Ltd.37,515
0.0% of portfolio›$724.0K
Focused Alpha, LLC36,033
0.2% of portfolio›$695.4K
Blueprint Financial Advisors LLC35,612
0.1% of portfolio›$687.3K
Blueprint Investment Partners LLC35,612
0.1% of portfolio›$687.3K
Narus Financial Partners, LLC35,436
0.2% of portfolio›$683.9K
Evanson Financial, LLC35,386
0.0% of portfolio›$682.9K
Truist Financial Corp35,054
0.0% of portfolio›$676.5K
Sidoxia Capital Management, LLC33,331
0.5% of portfolio›$643.3K
Endowment Wealth Management, Inc.32,784
0.2% of portfolio›$632.7K
FSC Wealth Advisors, LLC32,326
100.0% of portfolio›$623.9K
Key Client Fiduciary Advisors, LLC31,859
0.2% of portfolio›$614.9K
3Edge Asset Management, LP31,802
0.0% of portfolio›$613.8K
Kestra Advisory Services, LLC31,754
0.0% of portfolio›$612.9K
Stonehaven Wealth & TAX Solutions, LLC31,525
0.6% of portfolio›$608.4K
Aire Advisors, LLC27,454
0.1% of portfolio›$529.9K
Integrity Wealth Advisors, Inc.26,702
0.3% of portfolio›$515.3K
Park Avenue Securities LLC23,042
0.0% of portfolio›$445.0K
Midwest Trust Co22,832
0.0% of portfolio›$440.7K
Trust Co of Vermont22,486
0.0% of portfolio›$434.0K
Brighton Jones LLC21,769
0.0% of portfolio›$420.1K
Briggs Wealth Management, Inc20,901
0.4% of portfolio›$403.4K
Wolff Wiese Magana LLC20,179
0.2% of portfolio›$389.5K
North Forty Two & Co.19,625
0.3% of portfolio›$378.8K
Wealthcare Advisory Partners LLC18,624
0.0% of portfolio›$359.4K
Oppenheimer & Co Inc18,214
0.0% of portfolio›$351.5K
Focus Financial Network, Inc.18,177
0.0% of portfolio›$350.8K
RFG Advisory, LLC18,065
0.0% of portfolio›$348.7K
Smart Wealth LLC17,905
0.1% of portfolio›$345.6K
Warren Street Wealth Advisors, LLC17,372
0.1% of portfolio›$335.3K
Beacon Financial Advisory LLC16,631
0.1% of portfolio›$321.0K
Pacific Park Financial, Inc.16,155
0.2% of portfolio›$311.8K
Rede Wealth, LLC16,137
0.1% of portfolio›$311.4K
Downshift Financial, LLC15,685
0.1% of portfolio›$302.7K
Visionary Wealth Advisors15,621
0.0% of portfolio›$301.5K
True Private Wealth Advisors15,493
0.0% of portfolio›$299.0K
Clark Asset Management, LLC15,433
0.0% of portfolio›$297.9K
D.A. Davidson & Co.15,380
0.0% of portfolio›$296.8K
Total Clarity Wealth Management, Inc.15,132
0.1% of portfolio›$292.0K
Adamsbrown Wealth Consultants LLC14,848
0.1% of portfolio›$286.6K
Town Capital LLC14,686
0.2% of portfolio›$283.4K
Cliftonlarsonallen Wealth Advisors, LLC14,515
0.0% of portfolio›$280.1K
Graham Capital Wealth Management, LLC13,713
0.2% of portfolio›$264.7K
Verus Capital Partners, LLC13,704
0.0% of portfolio›$264.5K
White Lighthouse Investment Management Inc.13,445
0.0% of portfolio›$259.5K
Anson Capital, Inc.13,443
0.2% of portfolio›$259.5K
Rubicon Advisors, GP13,274
0.2% of portfolio›$256.2K
Ascentis Independent Advisors13,101
0.0% of portfolio›$252.9K
Steel Grove Capital Advisors, LLC12,832
0.0% of portfolio›$247.7K
Greenspring Advisors, LLC12,736
0.0% of portfolio›$245.8K
Leuthold Group, LLC12,714
0.0% of portfolio›$245.4K
Wedbush Securities Inc12,561
0.0% of portfolio›$242
Trueblood Wealth Management, LLC12,188
0.1% of portfolio›$235.2K
Quartz Partners, LLC12,118
0.1% of portfolio›$233.9K
Robertson Stephens Wealth Management, LLC11,585
0.0% of portfolio›$223.6K
Unique Wealth, LLC11,484
0.0% of portfolio›$221.6K
Koshinski Asset Management, Inc.11,301
0.0% of portfolio›$218.1K
PFG Advisors11,004
0.0% of portfolio›$212.4K
Ignite Planners, LLC10,707
0.0% of portfolio›$207.0K
Ti-Trust, Inc10,625
0.1% of portfolio›$205.1K
Strategic Blueprint, LLC10,452
0.0% of portfolio›$201.7K
Facet Wealth, Inc.10,392
0.0% of portfolio›$200.6K
Root Financial Partners, LLC9,486
0.0% of portfolio›$183.1K
Global Trust Asset Management, LLC7,478
0.0% of portfolio›$144.3K
Creative Financial Designs Inc7,388
0.0% of portfolio›$142.6K
Blue Trust, Inc.6,512
0.0% of portfolio›$125.7K
Cullen T Bankers, Inc.6,405
0.0% of portfolio›$123.6K
EverSource Wealth Advisors, LLC6,088
0.0% of portfolio›$117.5K
Parallel Advisors, LLC5,889
0.0% of portfolio›$113.7K
Paladin Partners, LLC5,034
0.1% of portfolio›$97.2K
Reyes Financial Architecture, Inc.5,028
0.1% of portfolio›$97.0K
IFS Advisors, LLC4,700
0.0% of portfolio›$90.7K
Latitude Advisors, LLC3,888
0.0% of portfolio›$75.0K
Nvwm, LLC3,737
0.0% of portfolio›$72.1K
Triumph Capital Management2,886
0.0% of portfolio›$55.7K
Buck Wealth Strategies, LLC2,239
0.0% of portfolio›$43.2K
LFA - Lugano Financial Advisors SA2,189
0.0% of portfolio›$42.2K
Hazlett, Burt & Watson, Inc.2,165
0.0% of portfolio›$24.0K
Pacifica Partners Inc.2,100
0.0% of portfolio›$41.1K
City State Bank1,946
0.0% of portfolio›$37.6K
Brown, Lisle Ings, Inc.1,856
0.0% of portfolio›$35.8K
United Community Bank1,848
0.0% of portfolio›$35.7K
Avion Wealth1,816
0.0% of portfolio›$35.0K
Intesa Sanpaolo Wealth Management1,800
0.0% of portfolio›$34.7K
KFG LLC1,682
0.0% of portfolio›$32.5K
Pinnacle Bancorp, Inc.1,640
0.0% of portfolio›$31.7K
Abound Wealth Management1,564
0.0% of portfolio›$30.2K
Wilmington Savings Fund Society, FSB1,437
0.0% of portfolio›$27.7K
Evolution Wealth Management Inc.1,262
0.0% of portfolio›$24.4K
DeDora Capital, Inc.1,079
0.0% of portfolio›$20.8K
Salomon & Ludwin, LLC1,044
0.0% of portfolio›$20.1K
Prudent Man Investment Management, Inc.1,001
0.0% of portfolio›$19.3K
Eastern Bank1,000
0.0% of portfolio›$19.3K
James T. Borello RIA936
0.0% of portfolio›$18.1K
Asset Dedication, LLC771
0.0% of portfolio›$14.9K
Lanark Financial, Inc.720
0.0% of portfolio›$13.9K
Gables Capital Management Inc.715
0.0% of portfolio›$13.8K
Ameliora Wealth Management Ltd.698
0.0% of portfolio›$13.5K
Key Capital Management, Inc645
0.0% of portfolio›$12.4K
Go Invest LLC629
0.0% of portfolio›$12.1K
Golden State Wealth Management, LLC623
0.0% of portfolio›$12.0K
Compass Financial Management LLC593
0.0% of portfolio›$11.4K
Financial Consulate, Inc554
0.0% of portfolio›$10.7K
Advantage Trust Co539
0.0% of portfolio›$10.4K
Wealth Enhancement Trust Services, Inc.501
0.0% of portfolio›$9.7K
Livelsberger Financial Advisory500
0.1% of portfolio›$9.7K
Versant Capital Management, Inc410
0.0% of portfolio›$7.9K
Cape Investment Advisory, Inc.403
0.0% of portfolio›$7.8K
JFS Wealth Advisors, LLC350
0.0% of portfolio›$6.8K
DecisionPoint Financial, LLC308
0.0% of portfolio›$6.0K
Hoey Investments, Inc300
0.0% of portfolio›$5.8K
Physician Wealth Advisors, Inc.261
0.0% of portfolio›$5.0K
Marshall & Sterling Wealth Advisors Inc.249
0.0% of portfolio›$4.8K
Essential Partners LLC237
0.0% of portfolio›$4.6K
Ulland Investment Advisors, LLC213
0.0% of portfolio›$4
Hilltop National Bank203
0.0% of portfolio›$3.9K
Farmers & Merchants Investments Inc200
0.0% of portfolio›$3.9K
LAM Group, Inc.195
0.0% of portfolio›$3.8K
Heritage Family Offices, LLP191
0.0% of portfolio›$3.7K
Mather Group, Llc.171
0.0% of portfolio›$3.3K
Gamma Investing LLC157
0.0% of portfolio›$3.0K
GK Wealth Management LLC142
0.0% of portfolio›$2.7K
Vermillion Wealth Management, Inc.132
0.0% of portfolio›$2.5K
Nova Financial LLC112
0.0% of portfolio›$2.2K
Signature Resources Capital Management, LLC107
0.0% of portfolio›$2.1K
Meriwether Wealth & Planning, LLC95
0.0% of portfolio›$1.8K
Covestor Ltd79
0.0% of portfolio›$2
Fairscale Capital, LLC76
0.0% of portfolio›$1.5K
Highline Wealth Partners LLC68
0.0% of portfolio›$1.3K
Planning Strategies Inc.59
0.0% of portfolio›$1.1K
Simplex Trading, LLC50
0.0% of portfolio›$965
Evermay Wealth Management LLC48
0.0% of portfolio›$927
Birchbrook, Inc.47
0.0% of portfolio›$908
West Paces Advisors Inc.32
0.0% of portfolio›$618
Kingdom Financial Group Llc.12
0.0% of portfolio›$232
Foster Dykema Cabot & Partners, LLC10
0.0% of portfolio›$193
TD Private Client Wealth LLC1
0.0% of portfolio›$17
Retirement Wealth Solutions LLC0
0.0% of portfolio›$5
StyleTurnoverLocationFiled
SigFig Wealth Management, LLC
6,673,353$128.8M3.2%ETFLowSan Francisco, CA2026-10-07
Briaud Financial Planning Inc
2,468,334$47.6M10.5%ETFLowCollege Station, TX2026-10-20
Mirae Asset Global Investments Co., Ltd.
2,340,553$45.2M0.1%GrowthLowSeoul, Malaysia2026-11-03
Wealth Enhancement Advisory Services, LLC
2,292,765$45.1M0.1%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
1,306,580$25.2M0.1%ETFLowFairfield, IA2026-11-02
Marion Wealth Management
1,090,740$21.1M4.1%ETFVery LowMonroeville, PA2026-10-22
Johnson Financial Group, LLC
778,542$15.0M0.8%ETFLowDenver, CO2026-11-03
Brookstone Capital Management
672,622$13.0M0.1%ETFMediumWheaton, IL2026-10-22
Symphony Financial, Ltd. Co.
613,240$11.9M1.1%GrowthLowHouston, TX2026-10-22
Aspect Partners, LLC
572,690$11.1M4.2%ETFMediumFairfax, VA2026-10-20
Patton Fund Management, Inc.
497,327$9.6M2.5%GARPHighNew York, NY2026-10-13
Point Nemo Capital, LLC
496,577$9.6M4.5%GARPVery HighDripping Springs, TX2026-11-03
Lockheed Martin Investment Management Co
450,000$8.7M0.6%GrowthMediumBethesda, MD2026-11-04
Avestar Capital, LLC
424,091$8.2M0.6%GrowthLowNew York, NY2026-10-28
Plan Group Financial, LLC
394,422$7.9M1.5%ETFMediumOklahoma City, OK2026-10-22
Stonehearth Capital Management, LLC
381,909$7.4M2.5%ETFMediumDanvers, MA2026-10-13
Kestra Private Wealth Services, LLC
375,433$7.2M0.1%GrowthLowAustin, TX2026-10-30
Atria Investments, Inc
372,129$7.2M0.1%CoreMediumCharlotte, NC2026-10-15
Echo45 Advisors LLC
370,287$7.1M3.3%ETFLowWalnut Creek, CA2026-10-07
Legacy Wealth Partners, LLC
368,183$7.1M1.5%ETFHighLakewood, CO2026-10-15
CoreCap Advisors, LLC
342,856$6.6M0.2%ETFMediumSouthfield, MI2026-10-08
LCW Services, LLC
342,382$6.6M2.8%ETFLowVirginia Beach, VA2026-10-21
Choreo, LLC
322,398$6.2M0.1%IndexLowRockford, IL2026-10-28
Juncture Wealth Strategies, LLC
314,643$6.1M1.6%ETFLowScottsdale, AZ2026-10-06
Walser Wealth Management Company, A Ltd Liability Co
304,967$5.9M2.4%GrowthHighTampa, FL2026-10-15
Avalon Capital Management
298,697$5.8M1.3%GrowthMediumMenlo Park, CA2026-11-04
LexAurum Advisors, LLC
266,509$5.1M0.6%ETFLowOverland Park, KS2026-10-19
Commonwealth Equity Services, LLC
262,269$5.1M0.0%ETFLowWaltham, MA2026-11-02
M Wealth Management, LLC
257,884$5.0M3.8%ETFVery LowSan Diego, CA2026-10-14
Advisory Solutions Group, LLC
247,510$4.8M1.0%ETFN/APlymouth, MN2026-10-14
Lido Advisors, LLC
240,471$4.6M0.0%GrowthLowLos Angeles, CA2026-11-04
New England Capital Financial Advisors LLC
234,828$4.5M1.1%ETFLowMeriden, CT2026-11-03
Bison Wealth, LLC
223,901$4.4M0.4%GrowthMediumAtlanta, GA2026-10-13
Innova Wealth Partners
212,670$4.1M1.6%ETFHighNewtown, PA2026-10-21
MGO One Seven LLC
212,056$4.1M0.1%GrowthLowBeachwood, OH2026-10-28
Beacon Capital Management, Inc.
207,965$4.0M0.3%ETFMediumDayton, OH2026-10-13
Exchange Traded Concepts, LLC
207,774$4.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
B. Riley Wealth Advisors, Inc.
194,074$3.7M0.1%GrowthLowMemphis, TN2026-10-13
Gladwyn Financial Advisors, Inc.
186,021$3.6M2.3%ETFVery LowChantilly, VA2026-10-05
Creative Planning
157,047$3.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Simplicity Wealth,LLC
153,993$3.0M0.1%ETFLowSummit, NJ2026-10-23
Sigma Planning Corp
151,103$2.9M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Virtue Capital Management, LLC
150,147$2.9M0.4%GrowthHighBrentwood, TN2026-10-29
Evolution Wealth Advisors, LLC
134,876$2.6M0.3%ETFLowAventura, FL2026-11-03
Assetmark, Inc
131,196$2.5M0.0%ETFLowConcord, CA2026-10-21
Aletheian Wealth Advisors LLC
129,578$2.5M1.0%ETFVery LowBellevue, WA2026-10-08
Verity Asset Management, Inc.
127,317$2.5M0.9%CoreMediumDurham, NC2026-10-30
Ashton Thomas Private Wealth, LLC
123,453$2.4M0.0%CoreMediumScottsdale, AZ2026-11-03
Flagship Harbor Advisors, LLC
121,231$2.3M0.1%ETFMediumBoston, MA2026-10-26
Randall & Associates Wealth Management
120,595$2.3M1.4%ETFMediumButler, PA2026-10-20
Perigon Wealth Management, LLC
119,366$2.3M0.0%GrowthLowSan Francisco, CA2026-10-22
FSA Investment Group, LLC
111,597$2.2M0.7%ETFLowPensacola, FL2026-10-07
IFP Advisors, Inc
110,281$2.1M0.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
108,983$2.1M0.0%CoreMediumNew York, NY2026-11-04
Integrated Advisors Network LLC
105,431$2.0M0.1%GrowthMediumDallas, TX2026-10-20
Cordoba Advisory Partners LLC
103,623$2.0M0.2%ETFMediumNew York, NY2026-10-19
Prospera Financial Services Inc
97,311$1.9M0.0%CoreMediumDallas, TX2026-11-04
Parr Mcknight Wealth Management Group, LLC
97,009$1.9M0.2%CoreMediumMinneapolis, MN2026-10-30
Kuhn & Co Investment Counsel
96,622$1.9M1.0%CoreLowChicago, IL2026-10-29
Greenwood Capital Associates LLC
94,015$1.8M0.2%CoreMediumGreenwood, SC2026-10-27
Farther Finance Advisors, LLC
93,792$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Congress Asset Management Co
92,713$1.8M0.0%GrowthMediumBoston, MA2026-10-06
Ascentis Wealth Management, LLC
86,161$1.7M0.3%Agg GrowthLowDallas, TX2026-11-03
Wesbanco Bank Inc
78,759$1.5M0.0%CoreLowWheeling, WV2026-11-04
Axxcess Wealth Management, LLC
76,784$1.5M0.1%CoreLowCarlsbad, CA2026-10-21
Genesis Private Wealth, LLC
74,772$1.4M0.4%ETFLowAshburn, VA2026-11-02
Curran Financial Partners, LLC
74,520$1.4M0.2%ETFMediumDaniel Island, SC2026-11-04
Magnus Financial Group LLC
70,489$1.4M0.1%ETFLowNew York, NY2026-10-21
Elyxium Wealth, LLC
67,725$1.3M0.1%GrowthVery LowBeverly Hills, CA2026-10-27
Triad Wealth Partners, LLC
67,202$1.3M0.1%ETFMediumLawrence, KS2026-10-26
Vise Technologies, Inc.
66,733$1.3M0.0%IndexLowNew York, NY2026-10-29
Worth Asset Management, LLC
63,920$1.2M0.4%ETFHighDallas, TX2026-10-07
Turning Point Benefit Group, Inc.
61,981$1.2M0.5%ETFMediumFrederick, MD2026-10-28
Trek Financial, LLC
57,746$1.1M0.1%ETFHighScottsdale, AZ2026-10-29
Almanack Investment Partners, Llc.
57,275$1.1M0.1%ETFMediumNewtown Square, PA2026-11-03
Arlington Capital Management Inc
56,534$1.1M0.6%GARPHighArlington Heights, IL2026-10-30
J2 Capital Management Inc
55,813$1.1M0.7%ETFHighTroy, MI2026-10-19
Private Trust Co NA
54,443$1.1M0.1%CoreLowCleveland, OH2026-10-20
James Investment Research, Inc.
53,389$1.0M0.1%CoreLowAlpha, OH2026-10-22
Krane Financial Solutions LLC
53,091$1.0M0.6%ETFVery LowCalabasas, CA2026-10-30
Investment Partners, Ltd.
51,902$1.0M0.2%ETFVery LowNew Philadelphia, OH2026-10-29
Accurate Wealth Management, LLC
50,975$1.0M0.1%CoreMediumWesley Chapel, FL2026-10-20
Defined Wealth Management, LLC
50,287$970.5K0.5%ETFLowBeaverton, OR2026-10-19
Walkner Condon Financial Advisors LLC
49,801$906.7K0.1%ETFLowVerona, WI2026-11-02
Citizens Financial Group Inc
44,648$861.7K0.0%GrowthLowProvidence, RI2026-10-23
TD Waterhouse Canada Inc.
43,579$852.0K0.0%CoreLowToronto, Australia2026-10-16
Moulton Wealth Management, Inc
41,196$805.8K0.5%ETFVery HighSpokane, WA2026-10-13
Insight Advisors, LLC/ PA
39,216$756.9K0.1%ETFMediumNewtown, PA2026-10-22
Professional Financial Advisors, LLC
38,698$746.9K0.1%ETFMediumNorth Platte, NE2026-10-13
Saxony Capital Management, LLC
38,676$746.4K0.3%ETFMediumSt. Louis, MO2026-10-15
Wespac Advisors, LLC
38,491$742.9K0.4%ETFHighOrinda, CA2026-10-26
Alhambra Investment Management LLC
38,108$735.5K0.3%CoreLowPalmetto Bay, FL2026-10-15
Vontobel Holding Ltd.
37,515$724.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Focused Alpha, LLC
36,033$695.4K0.2%CoreMediumDenver, CO2026-10-20
Blueprint Financial Advisors LLC
35,612$687.3K0.1%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
35,612$687.3K0.1%ETFMediumGreensboro, NC2026-10-28
Narus Financial Partners, LLC
35,436$683.9K0.2%ValueLowSalt Lake City, UT2026-10-19
Evanson Financial, LLC
35,386$682.9K0.0%ETFN/AMclean, VA2026-10-23
Truist Financial Corp
35,054$676.5K0.0%CoreLowCharlotte, NC2026-10-30
Sidoxia Capital Management, LLC
33,331$643.3K0.5%GrowthLowNewport Beach, CA2026-10-28
Endowment Wealth Management, Inc.
32,784$632.7K0.2%ETFMediumAppleton, WI2026-11-03
FSC Wealth Advisors, LLC
32,326$623.9K100.0%ETFVery LowWappingers Falls, NY2026-10-26
Key Client Fiduciary Advisors, LLC
31,859$614.9K0.2%ValueMediumFairfield, NJ2026-10-19
3Edge Asset Management, LP
31,802$613.8K0.0%ETFMediumNaples, FL2026-10-30
Kestra Advisory Services, LLC
31,754$612.9K0.0%CoreLowAustin, TX2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
31,525$608.4K0.6%ETFLowAppleton, WI2026-10-22
Aire Advisors, LLC
27,454$529.9K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Integrity Wealth Advisors, Inc.
26,702$515.3K0.3%ETFMediumVentura, CA2026-10-29
Park Avenue Securities LLC
23,042$445.0K0.0%ETFMediumNew York, NY2026-10-26
Midwest Trust Co
22,832$440.7K0.0%CoreLowOverland Park, KS2026-10-22
Trust Co of Vermont
22,486$434.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Brighton Jones LLC
21,769$420.1K0.0%CoreVery LowSeattle, WA2026-11-03
Briggs Wealth Management, Inc
20,901$403.4K0.4%ETFLowGlastonbury, CT2026-10-26
Wolff Wiese Magana LLC
20,179$389.5K0.2%GrowthLowCarslbad, CA2026-10-15
North Forty Two & Co.
19,625$378.8K0.3%ETFVery LowLake Oswego, OR2026-10-19
Wealthcare Advisory Partners LLC
18,624$359.4K0.0%ETFLowWest Chester, PA2026-10-21
Oppenheimer & Co Inc
18,214$351.5K0.0%CoreLowNew York, NY2026-10-26
Focus Financial Network, Inc.
18,177$350.8K0.0%ETFLowMinneapolis, MN2026-10-14
RFG Advisory, LLC
18,065$348.7K0.0%ETFMediumBirmingham, AL2026-11-03
Smart Wealth LLC
17,905$345.6K0.1%ETFHighOmaha, NE2026-11-04
Warren Street Wealth Advisors, LLC
17,372$335.3K0.1%ETFMediumIrvine, CA2026-11-04
Beacon Financial Advisory LLC
16,631$321.0K0.1%ETFLowCleveland, OH2026-10-16
Pacific Park Financial, Inc.
16,155$311.8K0.2%ETFMediumLagina Hills, CA2026-10-13
Rede Wealth, LLC
16,137$311.4K0.1%ValueMediumCharlottesville, VA2026-10-22
Downshift Financial, LLC
15,685$302.7K0.1%ETFLowBoulder, CO2026-10-13
Visionary Wealth Advisors
15,621$301.5K0.0%ETFLowO'Fallon, IL2026-11-04
True Private Wealth Advisors
15,493$299.0K0.0%ETFMediumSalem, OR2026-10-19
Clark Asset Management, LLC
15,433$297.9K0.0%ETFVery LowStratham, NH2026-10-19
D.A. Davidson & Co.
15,380$296.8K0.0%CoreLowGreat Falls, MT2026-10-28
Total Clarity Wealth Management, Inc.
15,132$292.0K0.1%ETFMediumSt. Charles, IL2026-10-26
Adamsbrown Wealth Consultants LLC
14,848$286.6K0.1%ETFLowWichita, KS2026-10-20
Town Capital LLC
14,686$283.4K0.2%ETFHighBel Air, MD2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
14,515$280.1K0.0%ETFLowMinneapolis, MN2026-10-14
Graham Capital Wealth Management, LLC
13,713$264.7K0.2%YieldHighWashington, DC2026-10-26
Verus Capital Partners, LLC
13,704$264.5K0.0%GrowthLowScottsdale, AZ2026-11-03
White Lighthouse Investment Management Inc.
13,445$259.5K0.0%ETFVery LowBedford, MA2026-10-21
Anson Capital, Inc.
13,443$259.5K0.2%ETFLowTyrone, GA2026-10-23
Rubicon Advisors, GP
13,274$256.2K0.2%GrowthMediumRedding, CA2026-10-23
Ascentis Independent Advisors
13,101$252.9K0.0%ETFLowDallas, TX2026-11-03
Steel Grove Capital Advisors, LLC
12,832$247.7K0.0%ETFLowMemphis, TN2026-10-13
Greenspring Advisors, LLC
12,736$245.8K0.0%ETFVery LowTowson, MD2026-11-05
Leuthold Group, LLC
12,714$245.4K0.0%ValueMediumMinneapolis, MN2026-11-04
Wedbush Securities Inc
12,561$2420.0%CoreLowPasadena, CA2026-10-22
Trueblood Wealth Management, LLC
12,188$235.2K0.1%CoreLowLima, OH2026-10-23
Quartz Partners, LLC
12,118$233.9K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Robertson Stephens Wealth Management, LLC
11,585$223.6K0.0%ETFMediumSan Francisco, CA2026-10-16
Unique Wealth, LLC
11,484$221.6K0.0%ETFMediumTampa, FL2026-10-16
Koshinski Asset Management, Inc.
11,301$218.1K0.0%ETFLowDecatur, IL2026-10-29
PFG Advisors
11,004$212.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Ignite Planners, LLC
10,707$207.0K0.0%CoreLowSan Clemente, CA2026-10-14
Ti-Trust, Inc
10,625$205.1K0.1%CoreVery LowQuincy, IL2026-10-21
Strategic Blueprint, LLC
10,452$201.7K0.0%ETFLowAtlanta, GA2026-10-22
Facet Wealth, Inc.
10,392$200.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Root Financial Partners, LLC
9,486$183.1K0.0%ETFMediumEncinitas, CA2026-10-21
Global Trust Asset Management, LLC
7,478$144.3K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Creative Financial Designs Inc
7,388$142.6K0.0%ETFMediumKokomo, IN2026-11-04
Blue Trust, Inc.
6,512$125.7K0.0%ETFLowBrentwood, TN2026-10-15
Cullen T Bankers, Inc.
6,405$123.6K0.0%GrowthLowSan Antonio, TX2026-10-28
EverSource Wealth Advisors, LLC
6,088$117.5K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
5,889$113.7K0.0%IndexLowSan Francisco, CA2026-11-03
Paladin Partners, LLC
5,034$97.2K0.1%ETFVery LowHartland, WI2026-10-06
Reyes Financial Architecture, Inc.
5,028$97.0K0.1%ETFVery HighSan Diego, CA2026-10-22
IFS Advisors, LLC
4,700$90.7K0.0%ETFLowOverland Park, KS2026-10-14
Latitude Advisors, LLC
3,888$75.0K0.0%ETFLowYorkville, IL2026-10-27
Nvwm, LLC
3,737$72.1K0.0%GrowthMediumYardley, PA2026-10-14
Triumph Capital Management
2,886$55.7K0.0%ETFMediumDenver, CO2026-10-14
Buck Wealth Strategies, LLC
2,239$43.2K0.0%ValueMediumDenver, CO2026-10-28
LFA - Lugano Financial Advisors SA
2,189$42.2K0.0%ETFLowLugano, Switzerland2026-11-03
Hazlett, Burt & Watson, Inc.
2,165$24.0K0.0%CoreVery LowWheeling, WV2026-11-04
Pacifica Partners Inc.
2,100$41.1K0.0%CoreLowSurrey, South Africa2026-10-09
City State Bank
1,946$37.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Brown, Lisle Ings, Inc.
1,856$35.8K0.0%CoreVery LowProvidence, RI2026-10-16
United Community Bank
1,848$35.7K0.0%CoreLowGreenville, SC2026-10-28
Avion Wealth
1,816$35.0K0.0%ETFLowThe Woodlands, TX2026-11-04
Intesa Sanpaolo Wealth Management
1,800$34.7K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
KFG LLC
1,682$32.5K0.0%ETFN/ARapid City, SD2026-11-02
Pinnacle Bancorp, Inc.
1,640$31.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Abound Wealth Management
1,564$30.2K0.0%ETFVery LowFranklin, TN2026-10-26
Wilmington Savings Fund Society, FSB
1,437$27.7K0.0%CoreLowWilmington, DE2026-10-23
Evolution Wealth Management Inc.
1,262$24.4K0.0%ETFMediumFort Myers, FL2026-10-28
DeDora Capital, Inc.
1,079$20.8K0.0%ETFVery LowNapa, CA2026-10-26
Salomon & Ludwin, LLC
1,044$20.1K0.0%ETFVery LowRichmond, VA2026-10-29
Prudent Man Investment Management, Inc.
1,001$19.3K0.0%ETFVery LowLouisville, CO2026-11-03
Eastern Bank
1,000$19.3K0.0%GrowthMediumBoston, MA2026-10-05
James T. Borello RIA
936$18.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Asset Dedication, LLC
771$14.9K0.0%ETFLowSan Francisco, CA2026-11-03
Lanark Financial, Inc.
720$13.9K0.0%CoreMediumBirmingham, AL2026-10-26
Gables Capital Management Inc.
715$13.8K0.0%GrowthVery LowMiami, FL2026-11-04
Ameliora Wealth Management Ltd.
698$13.5K0.0%ETFLowZurich, Switzerland2026-10-23
Key Capital Management, Inc
645$12.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Go Invest LLC
629$12.1K0.0%ETFN/AWest Jordan, UT2026-10-09
Golden State Wealth Management, LLC
623$12.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Compass Financial Management LLC
593$11.4K0.0%CoreN/ATampa, FL2026-10-30
Financial Consulate, Inc
554$10.7K0.0%ETFLowHunt Valley, MD2026-10-23
Advantage Trust Co
539$10.4K0.0%ETFVery LowSalina, KS2026-10-19
Wealth Enhancement Trust Services, Inc.
501$9.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Livelsberger Financial Advisory
500$9.7K0.1%YieldVery LowAshland, OH2026-10-28
Versant Capital Management, Inc
410$7.9K0.0%GARPLowPhoenix, AZ2026-10-02
Cape Investment Advisory, Inc.
403$7.8K0.0%ETFLowMcdonough, GA2026-10-13
JFS Wealth Advisors, LLC
350$6.8K0.0%ETFVery LowHermitage, PA2026-11-03
DecisionPoint Financial, LLC
308$6.0K0.0%ETFVery LowMesa, AZ2026-10-27
Hoey Investments, Inc
300$5.8K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Physician Wealth Advisors, Inc.
261$5.0K0.0%ETFMediumMidvale, UT2026-10-20
Marshall & Sterling Wealth Advisors Inc.
249$4.8K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Essential Partners LLC
237$4.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Ulland Investment Advisors, LLC
213$40.0%GrowthVery LowMinneapolis, MN2026-10-13
Hilltop National Bank
203$3.9K0.0%CoreLowCasper, WY2026-10-14
Farmers & Merchants Investments Inc
200$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
LAM Group, Inc.
195$3.8K0.0%ETFVery LowLake Oswego, OR2026-10-26
Heritage Family Offices, LLP
191$3.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Mather Group, Llc.
171$3.3K0.0%ETFMediumChicago, IL2026-10-14
Gamma Investing LLC
157$3.0K0.0%IndexVery LowFoster City, CA2026-10-08
GK Wealth Management LLC
142$2.7K0.0%GARPVery HighReno, NV2026-10-09
Vermillion Wealth Management, Inc.
132$2.5K0.0%ValueLowRosemount, MN2026-10-26
Nova Financial LLC
112$2.2K0.0%N/AN/ATucson, AZ2026-11-04
Signature Resources Capital Management, LLC
107$2.1K0.0%ETFLowNewport Beach, CA2026-10-16
Meriwether Wealth & Planning, LLC
95$1.8K0.0%ETFMediumMinden, LA2026-10-13
Covestor Ltd
79$20.0%ValueHighLondon, United Kingdom2026-10-30
Fairscale Capital, LLC
76$1.5K0.0%GrowthVery LowNashua, NH2026-11-04
Highline Wealth Partners LLC
68$1.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Planning Strategies Inc.
59$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Simplex Trading, LLC
50$9650.0%CoreVery HighChicago, IL2026-11-04
Evermay Wealth Management LLC
48$9270.0%ETFLowArlington, VA2026-11-05
Birchbrook, Inc.
47$9080.0%ETFLowBangor, ME2026-10-14
West Paces Advisors Inc.
32$6180.0%ETFLowAtlanta, GA2026-10-13
Kingdom Financial Group Llc.
12$2320.0%ETFMediumPeoria, AZ2026-11-04
Foster Dykema Cabot & Partners, LLC
10$1930.0%GrowthLowWaltham, MA2026-10-30
TD Private Client Wealth LLC
1$170.0%ETFLowNew York, NY2026-10-28
Retirement Wealth Solutions LLC
0$50.0%ETFLowMarshfield, WI2026-10-07