Invesco Quality Muni Inc TR (IQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares680,011 from 595,155

Change+84,856 (+14%)

Value$5.9M (-$161.3K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares570,256 from 367,504

Change+202,752 (+55%)

Value$4.9M (+$1.2M)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares358,786 from 236,259

Change+122,527 (+52%)

Value$3.1M (+$702.0K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares239,126 from 206,170

Change+32,956 (+16%)

Value$2.1M (-$25.2K)

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares217,664 from 182,631

Change+35,033 (+19%)

Value$1.9M (+$28.0K)

Filed 2026-10-16

JFS Wealth Advisors, LLC

INCREASED

Shares145,214 from 145,020

Change+194 (+0%)

Value$1.3M (-$215.9K)

Filed 2026-11-03

Lido Advisors, LLC

UNCHANGED

Shares101,612 from 101,612

Change0 (0%)

Value$875.9K (-$152.4K)

Filed 2026-11-04

Cottage Street Advisors LLC

DECREASED

Shares80,000 from 90,000

Change-10,000 (-11%)

Value$689.6K (-$221.2K)

Filed 2026-10-19

PNC Financial Services Group, Inc.

UNCHANGED

Shares75,252 from 75,252

Change0 (0%)

Value$648.7K (-$112.9K)

Filed 2026-11-06

Hardin Capital Partners, LLC

INCREASED

Shares51,500 from 32,500

Change+19,000 (+58%)

Value$443.9K (+$115.4K)

Filed 2026-10-09

Davis Investment Partners, LLC

INCREASED

Shares43,230 from 42,378

Change+852 (+2%)

Value$372.6K (-$56.2K)

Filed 2026-11-05

Oppenheimer & Co Inc

DECREASED

Shares31,490 from 37,250

Change-5,760 (-15%)

Value$271.4K (-$105.5K)

Filed 2026-10-26

Compound Planning, Inc.

INCREASED

Shares30,928 from 30,706

Change+222 (+1%)

Value$266.6K (-$44.1K)

Filed 2026-11-05

Cornerstone Wealth Management, LLC

DECREASED

Shares28,533 from 31,409

Change-2,876 (-9%)

Value$246.0K (-$71.9K)

Filed 2026-11-04

Fortitude Advisory Group L.L.C.

INCREASED

Shares28,278 from 25,756

Change+2,522 (+10%)

Value$243.8K (-$16.9K)

Filed 2026-10-15

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares27,100 from 27,100

Change0 (0%)

Value$233.6K (-$40.7K)

Filed 2026-11-03

Worth Asset Management, LLC

INCREASED

Shares25,623 from 25,123

Change+500 (+2%)

Value$220.9K (-$33.4K)

Filed 2026-10-07

Compass Financial Group, Inc

UNCHANGED

Shares24,369 from 24,369

Change0 (0%)

Value$210.1K (-$36.6K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

DECREASED

Shares22,649 from 29,200

Change-6,551 (-22%)

Value$195.2K (-$100.3K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

INCREASED

Shares22,357 from 17,115

Change+5,242 (+31%)

Value$192.7K (+$19.5K)

Filed 2026-11-05

Capital Investment Advisors, LLC

DECREASED

Shares21,410 from 24,285

Change-2,875 (-12%)

Value$184.6K (-$61.2K)

Filed 2026-10-22

Kercheville Advisors, LLC

INCREASED

Shares21,000 from 19,000

Change+2,000 (+11%)

Value$181.0K (-$11.3K)

Filed 2026-10-19

AlphaCore Capital LLC

INCREASED

Shares20,156 from 19,763

Change+393 (+2%)

Value$173.7K (-$26.3K)

Filed 2026-11-04

Avior Wealth Management, LLC

UNCHANGED

Shares15,700 from 15,700

Change0 (0%)

Value$135.3K (-$23.6K)

Filed 2026-10-13

Melfa Wealth Management, Inc.

UNCHANGED

Shares15,344 from 15,344

Change0 (0%)

Value$132.3K (-$23.0K)

Filed 2026-11-06

River Street Advisors LLC

UNCHANGED

Shares15,215 from 15,215

Change0 (0%)

Value$131.2K (-$22.8K)

Filed 2026-10-22

Williams Jones Wealth Management, Llc.

NEW

Shares15,000

Change+15,000

Value$129.3K

Filed 2026-11-05

Retirement Planning Group, LLC

NEW

Shares14,077

Change+14,077

Value$121.3K

Filed 2026-10-19

BAR Harbor Wealth Management

UNCHANGED

Shares13,348 from 13,348

Change0 (0%)

Value$115.1K (-$20.0K)

Filed 2026-10-21

Successful Portfolios LLC

DECREASED

Shares13,247 from 13,248

Change-1 (0%)

Value$117.5K (-$18.0K)

Filed 2026-10-09

International Assets Investment Management, LLC

INCREASED

Shares11,054 from 10,991

Change+63 (+1%)

Value$97.1K (-$14.7K)

Filed 2026-11-02

Moors & Cabot, Inc.

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$94.8K (-$16.5K)

Filed 2026-11-06

Citizens National Bank Trust Department

DECREASED

Shares10,950 from 11,900

Change-950 (-8%)

Value$94.4K (-$26.0K)

Filed 2026-11-04

Live Oak Private Wealth LLC

UNCHANGED

Shares10,480 from 10,480

Change0 (0%)

Value$90.3K (-$15.7K)

Filed 2026-11-02

US Bancorp \de\

UNCHANGED

Shares3,285 from 3,285

Change0 (0%)

Value$28.3K (-$4.9K)

Filed 2026-11-05

Citigroup Inc

UNCHANGED

Shares3,058 from 3,058

Change0 (0%)

Value$26.4K (-$4.6K)

Filed 2026-11-04

Eastern Bank

UNCHANGED

Shares2,286 from 2,286

Change0 (0%)

Value$19.7K (-$3.4K)

Filed 2026-10-05

Noble Wealth Management PBC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$17.2K (-$3.0K)

Filed 2026-10-01

Highline Wealth Partners LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$17.2K (-$3.0K)

Filed 2026-10-19

Ascentis Wealth Management, LLC

UNCHANGED

Shares1,716 from 1,716

Change0 (0%)

Value$14.8K (-$2.6K)

Filed 2026-11-03

Spire Wealth Management

UNCHANGED

Shares1,302 from 1,302

Change0 (0%)

Value$11.2K (-$2.0K)

Filed 2026-10-30

First Horizon Corp

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$8.6K (-$1.5K)

Filed 2026-10-26

Central Pacific Bank - Trust Division

UNCHANGED

Shares954 from 954

Change0 (0%)

Value$8.2K (-$1.4K)

Filed 2026-10-06

Community Financial Services Group, LLC

UNCHANGED

Shares877 from 877

Change0 (0%)

Value$7.7K (-$1.2K)

Filed 2026-10-15

Assetmark, Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.3K (-$750)

Filed 2026-10-21

Lanark Financial, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$3.4K (-$600)

Filed 2026-10-26

Pinnacle Bancorp, Inc.

UNCHANGED

Shares339 from 339

Change0 (0%)

Value$2.9K (-$509)

Filed 2026-10-21

GoalVest Advisory LLC

UNCHANGED

Shares313 from 313

Change0 (0%)

Value$2.7K (-$470)

Filed 2026-10-02

Money Concepts Capital Corp

CLOSED

Shares0 from 10,648

Change-10,648 (-100%)

Value$0 (-$107.8K)

Filed 2026-11-06

CoreCap Advisors, LLC

CLOSED

Shares0 from 1,600

Change-1,600 (-100%)

Value$0 (-$16.2K)

Filed 2026-10-08

Financial Perspectives, Inc

CLOSED

Shares0 from 91

Change-91 (-100%)

Value$0 (-$916)

Filed 2026-11-03

Signaturefd, LLC

UNCHANGED

Shares0 from 0

Change0

Value$1 ($0)

Filed 2026-10-23

Raymond James Financial Inc

N/A

Shares— from 1,154,294

Change-1,154,294 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,072,302

Change-1,072,302 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 944,328

Change-944,328 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 657,913

Change-657,913 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 561,365

Change-561,365 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 488,674

Change-488,674 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 461,597

Change-461,597 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 366,243

Change-366,243 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 351,096

Change-351,096 (-100%)

Value—

UBS Group AG

N/A

Shares— from 235,937

Change-235,937 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 233,957

Change-233,957 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 197,555

Change-197,555 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 153,178

Change-153,178 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 140,985

Change-140,985 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 120,429

Change-120,429 (-100%)

Value—

North Ground Capital

N/A

Shares— from 120,018

Change-120,018 (-100%)

Value—

&partners

N/A

Shares— from 112,734

Change-112,734 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 103,712

Change-103,712 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 100,434

Change-100,434 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 59,544

Change-59,544 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 55,560

Change-55,560 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 52,318

Change-52,318 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 46,930

Change-46,930 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 43,039

Change-43,039 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 32,065

Change-32,065 (-100%)

Value—

Alpine Global Management, LLC

N/A

Shares— from 29,439

Change-29,439 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 24,242

Change-24,242 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 23,882

Change-23,882 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 22,954

Change-22,954 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 21,965

Change-21,965 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 20,924

Change-20,924 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,102

Change-19,102 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,762

Change-16,762 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 15,291

Change-15,291 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 13,981

Change-13,981 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,470

Change-13,470 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,393

Change-12,393 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 11,366

Change-11,366 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 11,250

Change-11,250 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 10,865

Change-10,865 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 5,206

Change-5,206 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,290

Change-4,290 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 3,982

Change-3,982 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,889

Change-3,889 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 2,449

Change-2,449 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,142

Change-1,142 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,054

Change-1,054 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 164

Change-164 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	680,011	595,155	+84,856	+14%	$6.0M	$5.9M	-$161.3K	2026-11-06
Hennion & Walsh Asset Management, Inc.	INCREASED	570,256	367,504	+202,752	+55%	$3.7M	$4.9M	+$1.2M	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	358,786	236,259	+122,527	+52%	$2.4M	$3.1M	+$702.0K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	239,126	206,170	+32,956	+16%	$2.1M	$2.1M	-$25.2K	2026-11-02
IFP Advisors, Inc	INCREASED	217,664	182,631	+35,033	+19%	$1.8M	$1.9M	+$28.0K	2026-10-16
JFS Wealth Advisors, LLC	INCREASED	145,214	145,020	+194	+0%	$1.5M	$1.3M	-$215.9K	2026-11-03
Lido Advisors, LLC	UNCHANGED	101,612	101,612	0	0%	$1.0M	$875.9K	-$152.4K	2026-11-04
Cottage Street Advisors LLC	DECREASED	80,000	90,000	-10,000	-11%	$910.8K	$689.6K	-$221.2K	2026-10-19
PNC Financial Services Group, Inc.	UNCHANGED	75,252	75,252	0	0%	$761.6K	$648.7K	-$112.9K	2026-11-06
Hardin Capital Partners, LLC	INCREASED	51,500	32,500	+19,000	+58%	$328.6K	$443.9K	+$115.4K	2026-10-09
Davis Investment Partners, LLC	INCREASED	43,230	42,378	+852	+2%	$428.9K	$372.6K	-$56.2K	2026-11-05
Oppenheimer & Co Inc	DECREASED	31,490	37,250	-5,760	-15%	$377.0K	$271.4K	-$105.5K	2026-10-26
Compound Planning, Inc.	INCREASED	30,928	30,706	+222	+1%	$310.7K	$266.6K	-$44.1K	2026-11-05
Cornerstone Wealth Management, LLC	DECREASED	28,533	31,409	-2,876	-9%	$317.9K	$246.0K	-$71.9K	2026-11-04
Fortitude Advisory Group L.L.C.	INCREASED	28,278	25,756	+2,522	+10%	$260.7K	$243.8K	-$16.9K	2026-10-15
Ashton Thomas Private Wealth, LLC	UNCHANGED	27,100	27,100	0	0%	$274.3K	$233.6K	-$40.7K	2026-11-03
Worth Asset Management, LLC	INCREASED	25,623	25,123	+500	+2%	$254.2K	$220.9K	-$33.4K	2026-10-07
Compass Financial Group, Inc	UNCHANGED	24,369	24,369	0	0%	$246.6K	$210.1K	-$36.6K	2026-10-13
Concurrent Investment Advisors, LLC	DECREASED	22,649	29,200	-6,551	-22%	$295.5K	$195.2K	-$100.3K	2026-10-16
J.W. Cole Advisors, Inc.	INCREASED	22,357	17,115	+5,242	+31%	$173.2K	$192.7K	+$19.5K	2026-11-05
Capital Investment Advisors, LLC	DECREASED	21,410	24,285	-2,875	-12%	$245.8K	$184.6K	-$61.2K	2026-10-22
Kercheville Advisors, LLC	INCREASED	21,000	19,000	+2,000	+11%	$192.3K	$181.0K	-$11.3K	2026-10-19
AlphaCore Capital LLC	INCREASED	20,156	19,763	+393	+2%	$200.0K	$173.7K	-$26.3K	2026-11-04
Avior Wealth Management, LLC	UNCHANGED	15,700	15,700	0	0%	$158.9K	$135.3K	-$23.6K	2026-10-13
Melfa Wealth Management, Inc.	UNCHANGED	15,344	15,344	0	0%	$155.3K	$132.3K	-$23.0K	2026-11-06
River Street Advisors LLC	UNCHANGED	15,215	15,215	0	0%	$154.0K	$131.2K	-$22.8K	2026-10-22
Williams Jones Wealth Management, Llc.	NEW	15,000	—	+15,000	—	—	$129.3K	—	2026-11-05
Retirement Planning Group, LLC	NEW	14,077	—	+14,077	—	—	$121.3K	—	2026-10-19
BAR Harbor Wealth Management	UNCHANGED	13,348	13,348	0	0%	$135.1K	$115.1K	-$20.0K	2026-10-21
Successful Portfolios LLC	DECREASED	13,247	13,248	-1	0%	$135.5K	$117.5K	-$18.0K	2026-10-09
International Assets Investment Management, LLC	INCREASED	11,054	10,991	+63	+1%	$111.8K	$97.1K	-$14.7K	2026-11-02
Moors & Cabot, Inc.	UNCHANGED	11,000	11,000	0	0%	$111.3K	$94.8K	-$16.5K	2026-11-06
Citizens National Bank Trust Department	DECREASED	10,950	11,900	-950	-8%	$120.4K	$94.4K	-$26.0K	2026-11-04
Live Oak Private Wealth LLC	UNCHANGED	10,480	10,480	0	0%	$106.1K	$90.3K	-$15.7K	2026-11-02
US Bancorp \de\	UNCHANGED	3,285	3,285	0	0%	$33.2K	$28.3K	-$4.9K	2026-11-05
Citigroup Inc	UNCHANGED	3,058	3,058	0	0%	$30.9K	$26.4K	-$4.6K	2026-11-04
Eastern Bank	UNCHANGED	2,286	2,286	0	0%	$23.1K	$19.7K	-$3.4K	2026-10-05
Noble Wealth Management PBC	UNCHANGED	2,000	2,000	0	0%	$20.2K	$17.2K	-$3.0K	2026-10-01
Highline Wealth Partners LLC	UNCHANGED	2,000	2,000	0	0%	$20.2K	$17.2K	-$3.0K	2026-10-19
Ascentis Wealth Management, LLC	UNCHANGED	1,716	1,716	0	0%	$17.4K	$14.8K	-$2.6K	2026-11-03
Spire Wealth Management	UNCHANGED	1,302	1,302	0	0%	$13.2K	$11.2K	-$2.0K	2026-10-30
First Horizon Corp	UNCHANGED	1,000	1,000	0	0%	$10.1K	$8.6K	-$1.5K	2026-10-26
Central Pacific Bank - Trust Division	UNCHANGED	954	954	0	0%	$9.7K	$8.2K	-$1.4K	2026-10-06
Community Financial Services Group, LLC	UNCHANGED	877	877	0	0%	$8.9K	$7.7K	-$1.2K	2026-10-15
Assetmark, Inc	UNCHANGED	500	500	0	0%	$5.1K	$4.3K	-$750	2026-10-21
Lanark Financial, Inc.	UNCHANGED	400	400	0	0%	$4.0K	$3.4K	-$600	2026-10-26
Pinnacle Bancorp, Inc.	UNCHANGED	339	339	0	0%	$3.4K	$2.9K	-$509	2026-10-21
GoalVest Advisory LLC	UNCHANGED	313	313	0	0%	$3.2K	$2.7K	-$470	2026-10-02
Money Concepts Capital Corp	CLOSED	0	10,648	-10,648	-100%	$107.8K	$0	-$107.8K	2026-11-06
CoreCap Advisors, LLC	CLOSED	0	1,600	-1,600	-100%	$16.2K	$0	-$16.2K	2026-10-08
Financial Perspectives, Inc	CLOSED	0	91	-91	-100%	$916	$0	-$916	2026-11-03
Signaturefd, LLC	UNCHANGED	0	0	0	—	$1	$1	$0	2026-10-23
Raymond James Financial Inc	N/A	—	1,154,294	-1,154,294	-100%	$11.7M	—	—	—
Guggenheim Capital LLC	N/A	—	1,072,302	-1,072,302	-100%	$10.9M	—	—	—
Morgan Stanley	N/A	—	944,328	-944,328	-100%	$9.6M	—	—	—
SIT Investment Associates Inc	N/A	—	657,913	-657,913	-100%	$6.7M	—	—	—
NewEdge Advisors, LLC	N/A	—	561,365	-561,365	-100%	$5.7M	—	—	—
Wells Fargo & Company	N/A	—	488,674	-488,674	-100%	$4.9M	—	—	—
Allianz Asset Management GmbH	N/A	—	461,597	-461,597	-100%	$4.7M	—	—	—
Advisors Asset Management, Inc.	N/A	—	366,243	-366,243	-100%	$3.7M	—	—	—
Van Eck Associates Corp	N/A	—	351,096	-351,096	-100%	$3.6M	—	—	—
UBS Group AG	N/A	—	235,937	-235,937	-100%	$2.4M	—	—	—
Royal Bank of Canada	N/A	—	233,957	-233,957	-100%	$2.4M	—	—	—
Stifel Financial Corp	N/A	—	197,555	-197,555	-100%	$2.0M	—	—	—
Cetera Investment Advisers	N/A	—	153,178	-153,178	-100%	$1.6M	—	—	—
Ameriprise Financial Inc	N/A	—	140,985	-140,985	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	120,429	-120,429	-100%	$1.2M	—	—	—
North Ground Capital	N/A	—	120,018	-120,018	-100%	$1.2M	—	—	—
&partners	N/A	—	112,734	-112,734	-100%	$1.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	103,712	-103,712	-100%	$1.0M	—	—	—
Centaurus Financial, Inc.	N/A	—	100,434	-100,434	-100%	$1.0M	—	—	—
Bank of America Corp	N/A	—	59,544	-59,544	-100%	$602.6K	—	—	—
Nuveen, LLC	N/A	—	55,560	-55,560	-100%	$562.3K	—	—	—
MML Investors Services, LLC	N/A	—	52,318	-52,318	-100%	$529.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	46,930	-46,930	-100%	$474.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	43,039	-43,039	-100%	$436.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	32,065	-32,065	-100%	$324.5K	—	—	—
Alpine Global Management, LLC	N/A	—	29,439	-29,439	-100%	$297.9K	—	—	—
Tyche Wealth Partners LLC	N/A	—	24,242	-24,242	-100%	$245.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	23,882	-23,882	-100%	$241.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	22,954	-22,954	-100%	$232.3K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	21,965	-21,965	-100%	$222.3K	—	—	—
Mutual Advisors, LLC	N/A	—	20,924	-20,924	-100%	$211.8K	—	—	—
XTX Topco Ltd	N/A	—	19,102	-19,102	-100%	$193.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	17,000	-17,000	-100%	$172.0K	—	—	—
Citadel Advisors LLC	N/A	—	16,762	-16,762	-100%	$169.6K	—	—	—
Bramshill Investments, LLC	N/A	—	15,291	-15,291	-100%	$154.7K	—	—	—
Jane Street Group, LLC	N/A	—	13,981	-13,981	-100%	$141.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	13,470	-13,470	-100%	$136.3K	—	—	—
HighTower Advisors, LLC	N/A	—	12,393	-12,393	-100%	$125.4K	—	—	—
World Investment Advisors	N/A	—	11,366	-11,366	-100%	$109.3K	—	—	—
Petra Financial Advisors Inc	N/A	—	11,250	-11,250	-100%	$113.9K	—	—	—
First Trust Advisors LP	N/A	—	10,865	-10,865	-100%	$110.0K	—	—	—
Rothschild Investment LLC	N/A	—	5,206	-5,206	-100%	$52.7K	—	—	—
Penserra Capital Management LLC	N/A	—	4,290	-4,290	-100%	$43.0K	—	—	—
Quent Capital, LLC	N/A	—	3,982	-3,982	-100%	$40.3K	—	—	—
JPMorgan Chase & Co	N/A	—	3,889	-3,889	-100%	$39.3K	—	—	—
Clear Street Group Inc.	N/A	—	2,449	-2,449	-100%	$24.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,142	-1,142	-100%	$11.6K	—	—	—
IFG Advisory, LLC	N/A	—	1,054	-1,054	-100%	$10.7K	—	—	—
IMA Advisory Services, Inc.	N/A	—	164	-164	-100%	$1.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1	-1	-100%	$10	—	—	—

Showing 102 of 102 institutions