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Invesco Wilderhill Clean ENE (PBW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fortis Group Advisors, LLC
INCREASED
Shares72,529 from 47,583
Change+24,946 (+52%)
Value$1.8M (-$26.1K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares64,735 from 107,310
Change-42,575 (-40%)
Value$1.9M (-$2.3M)
Filed 2026-11-06
Moller Wealth Partners
INCREASED
Shares32,965 from 27,579
Change+5,386 (+20%)
Value$958.3K (-$117.6K)
Filed 2026-10-15
Prism Advisors, Inc.
INCREASED
Shares25,686 from 8,183
Change+17,503 (+214%)
Value$726.7K (+$407.4K)
Filed 2026-10-09
Truist Financial Corp
DECREASED
Shares15,679 from 125,920
Change-110,241 (-88%)
Value$455.8K (-$4.5M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares14,913 from 43,919
Change-29,006 (-66%)
Value$433.5K (-$1.3M)
Filed 2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares13,961 from 11,969
Change+1,992 (+17%)
Value$405.9K (-$61.1K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares13,724 from 14,924
Change-1,200 (-8%)
Value$388.3K (-$137.4K)
Filed 2026-10-13
TigerOak Management, L.L.C.
DECREASED
Shares8,583 from 8,924
Change-341 (-4%)
Value$249.5K (-$98.6K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares8,499 from 8,632
Change-133 (-2%)
Value$247 (-$90)
Filed 2026-10-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,155 from 7,567
Change+588 (+8%)
Value$237.0K (-$58.0K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares7,945
Change+7,945
Value$239.2K
Filed 2026-11-03
Creative Planning
DECREASED
Shares7,328 from 7,343
Change-15 (0%)
Value$213.0K (-$73.4K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares6,029 from 6,389
Change-360 (-6%)
Value$175.3K (-$73.9K)
Filed 2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$111.9K (-$38.3K)
Filed 2026-10-26
AlphaCore Capital LLC
DECREASED
Shares3,290 from 3,369
Change-79 (-2%)
Value$95.6K (-$35.8K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares1,746 from 1,746
Change0 (0%)
Value$68.1K ($0)
Filed 2026-11-06
North Star Investment Management Corp.
INCREASED
Shares1,537 from 1,470
Change+67 (+5%)
Value$44.7K (-$12.7K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
DECREASED
Shares1,002 from 1,058
Change-56 (-5%)
Value$29.1K (-$12.1K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares819 from 112
Change+707 (+631%)
Value$23.8K (+$19.5K)
Filed 2026-10-08
Citigroup Inc
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$23.0K (-$7.9K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares743 from 9,665
Change-8,922 (-92%)
Value$21.6K (-$355.4K)
Filed 2026-10-16
Townsend Asset Management Corp
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$21.5K (-$7.4K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$20.6K (-$7.0K)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$20.3K (-$7.0K)
Filed 2026-10-28
Albion Financial Group
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$17.4K (-$5.9K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$16.9K (-$5.8K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$16.9K (-$5.8K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$10.2K (-$3.5K)
Filed 2026-11-04
Community Bank, N.A.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$9.4K (-$3.2K)
Filed 2026-11-06
Evolution Wealth Management Inc.
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$9.0K (-$3.1K)
Filed 2026-10-28
Rossby Financial, LCC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$9.0K (-$3.1K)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$8.7K (-$3.0K)
Filed 2026-10-30
Breakwater Investment Management
DECREASED
Shares264 from 331
Change-67 (-20%)
Value$7.7K (-$5.2K)
Filed 2026-10-20
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$7.1K (-$2.4K)
Filed 2026-10-20
Pacific Center for Financial Services
INCREASED
Shares204 from 203
Change+1 (+0%)
Value$5.9K (-$2.0K)
Filed 2026-10-15
Central Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.8K (-$2.0K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$5.5K (-$1.9K)
Filed 2026-10-23
Hager Investment Management Services, LLC
DECREASED
Shares162 from 167
Change-5 (-3%)
Value$4.7K (-$1.8K)
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$4.7K (-$1.6K)
Filed 2026-10-26
Your Advocates Ltd., LLP
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$3.8K (-$1.3K)
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.9K (-$994)
Filed 2026-11-06
Register Financial Advisors LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$2.6K (-$895)
Filed 2026-10-23
Kennebec Savings Bank
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$2.2K (-$766)
Filed 2026-10-22
Piscataqua Savings Bank
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$2.1K (-$706)
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.6K (-$539)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$1.6K (-$489)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.3K (-$457)
Filed 2026-11-03
UMB Bank, n.a.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.0K (-$348)
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$873 (-$298)
Filed 2026-10-09
Trust Co of Toledo NA
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$698 (-$238)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares15 from 16,141
Change-16,126 (-100%)
Value$436 (-$629.2K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares10 from 111
Change-101 (-91%)
Value$281 (-$4.1K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$291 (-$100)
Filed 2026-10-27
Sage Mountain Advisors LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$131 (-$43)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$58 (-$20)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
NEW
Shares1
Change+1
Value$29
Filed 2026-11-04
Russell Investments Group, Ltd.
NEW
Shares1
Change+1
Value$29
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 (-$10)
Filed 2026-10-21
Q3 Asset Management
CLOSED
Shares0 from 63,167
Change-63,167 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-06
Basso Capital Management, L.P.
CLOSED
Shares0 from 28,505
Change-28,505 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 22,119
Change-22,119 (-100%)
Value$0 (-$862.9K)
Filed 2026-10-27
Thrivent Financial for Lutherans
CLOSED
Shares0 from 19,029
Change-19,029 (-100%)
Value$0 (-$742.0K)
Filed 2026-11-05
Private Advisory Group LLC
CLOSED
Shares0 from 10,326
Change-10,326 (-100%)
Value$0 (-$402.8K)
Filed 2026-11-06
Great Diamond Partners, LLC
CLOSED
Shares0 from 9,130
Change-9,130 (-100%)
Value$0 (-$356.2K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 8,747
Change-8,747 (-100%)
Value$0 (-$341.2K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 8,497
Change-8,497 (-100%)
Value$0 (-$331.5K)
Filed 2026-10-21
Evolution Wealth Advisors, LLC
CLOSED
Shares0 from 6,738
Change-6,738 (-100%)
Value$0 (-$262.9K)
Filed 2026-11-03
Focus Financial Network, Inc.
CLOSED
Shares0 from 5,987
Change-5,987 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-14
Barclays PLC
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$16.5K)
Filed 2026-11-06
Hickory Point Bank & Trust
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-01
Realta Investment Advisors
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$11.8K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$10)
Filed 2026-10-27
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-26
Creative Capital Management Investments LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-28
Lodestone Wealth Management LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-14
Morgan Stanley
N/A
Shares— from 1,407,238
Change-1,407,238 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 881,546
Change-881,546 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 287,500
Change-287,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 200,286
Change-200,286 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 151,907
Change-151,907 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 150,018
Change-150,018 (-100%)
Value—
Allianz SE
N/A
Shares— from 143,068
Change-143,068 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 105,721
Change-105,721 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 80,935
Change-80,935 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 62,676
Change-62,676 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 61,889
Change-61,889 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 55,808
Change-55,808 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 51,169
Change-51,169 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 50,816
Change-50,816 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 49,721
Change-49,721 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 46,305
Change-46,305 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 43,922
Change-43,922 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 42,246
Change-42,246 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 42,087
Change-42,087 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 34,862
Change-34,862 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30,084
Change-30,084 (-100%)
Value—
Nwam LLC
N/A
Shares— from 29,707
Change-29,707 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,992
Change-26,992 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,185
Change-24,185 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 22,574
Change-22,574 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,361
Change-20,361 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,509
Change-18,509 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 16,567
Change-16,567 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,551
Change-7,551 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,019
Change-7,019 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
&partners
N/A
Shares— from 5,801
Change-5,801 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Motco
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 953
Change-953 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 922
Change-922 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 750
Change-750 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 698
Change-698 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 335
Change-335 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 267
Change-267 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 227
Change-227 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 162
Change-162 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 35
Change-35 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 27
Change-27 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Fortis Group Advisors, LLC
INCREASED72,52947,583+24,946+52%$1.9M$1.8M-$26.1K2026-11-06
LPL Financial LLC
DECREASED64,735107,310-42,575-40%$4.2M$1.9M-$2.3M2026-11-06
Moller Wealth Partners
INCREASED32,96527,579+5,386+20%$1.1M$958.3K-$117.6K2026-10-15
Prism Advisors, Inc.
INCREASED25,6868,183+17,503+214%$319.2K$726.7K+$407.4K2026-10-09
Truist Financial Corp
DECREASED15,679125,920-110,241-88%$4.9M$455.8K-$4.5M2026-10-30
Commonwealth Equity Services, LLC
DECREASED14,91343,919-29,006-66%$1.7M$433.5K-$1.3M2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED13,96111,969+1,992+17%$466.9K$405.9K-$61.1K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED13,72414,924-1,200-8%$525.6K$388.3K-$137.4K2026-10-13
TigerOak Management, L.L.C.
DECREASED8,5838,924-341-4%$348.1K$249.5K-$98.6K2026-10-23
CX Institutional
DECREASED8,4998,632-133-2%$337$247-$902026-10-02
Cambridge Investment Research Advisors, Inc.
INCREASED8,1557,567+588+8%$295.0K$237.0K-$58.0K2026-11-02
StoneX Group Inc.
NEW7,945—+7,945——$239.2K—2026-11-03
Creative Planning
DECREASED7,3287,343-150%$286.4K$213.0K-$73.4K2026-11-02
Fifth Third Bancorp
DECREASED6,0296,389-360-6%$249.2K$175.3K-$73.9K2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED3,8503,85000%$150.2K$111.9K-$38.3K2026-10-26
AlphaCore Capital LLC
DECREASED3,2903,369-79-2%$131.4K$95.6K-$35.8K2026-11-04
Allworth Financial LP
UNCHANGED1,7461,74600%$68.1K$68.1K$02026-11-06
North Star Investment Management Corp.
INCREASED1,5371,470+67+5%$57.3K$44.7K-$12.7K2026-10-27
PNC Financial Services Group, Inc.
DECREASED1,0021,058-56-5%$41.3K$29.1K-$12.1K2026-11-06
Farther Finance Advisors, LLC
INCREASED819112+707+631%$4.4K$23.8K+$19.5K2026-10-08
Citigroup Inc
UNCHANGED79279200%$30.9K$23.0K-$7.9K2026-11-04
IFP Advisors, Inc
DECREASED7439,665-8,922-92%$377.0K$21.6K-$355.4K2026-10-16
Townsend Asset Management Corp
UNCHANGED74074000%$28.9K$21.5K-$7.4K2026-10-29
Financial Perspectives, Inc
UNCHANGED70970900%$27.6K$20.6K-$7.0K2026-11-03
Intesa Sanpaolo Wealth Management
UNCHANGED70070000%$27.3K$20.3K-$7.0K2026-10-28
Albion Financial Group
UNCHANGED59759700%$23.3K$17.4K-$5.9K2026-10-21
Physician Wealth Advisors, Inc.
UNCHANGED58258200%$22.7K$16.9K-$5.8K2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED58058000%$22.6K$16.9K-$5.8K2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED35135100%$13.7K$10.2K-$3.5K2026-11-04
Community Bank, N.A.
UNCHANGED32332300%$12.6K$9.4K-$3.2K2026-11-06
Evolution Wealth Management Inc.
UNCHANGED31131100%$12.1K$9.0K-$3.1K2026-10-28
Rossby Financial, LCC
UNCHANGED30830800%$12.0K$9.0K-$3.1K2026-11-05
Spire Wealth Management
UNCHANGED30030000%$11.7K$8.7K-$3.0K2026-10-30
Breakwater Investment Management
DECREASED264331-67-20%$12.9K$7.7K-$5.2K2026-10-20
Portfolio Resources Advisor Group, Inc.
UNCHANGED24524500%$9.6K$7.1K-$2.4K2026-10-20
Pacific Center for Financial Services
INCREASED204203+1+0%$7.9K$5.9K-$2.0K2026-10-15
Central Trust Co
UNCHANGED20020000%$7.8K$5.8K-$2.0K2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED18818800%$7.3K$5.5K-$1.9K2026-10-23
Hager Investment Management Services, LLC
DECREASED162167-5-3%$6.5K$4.7K-$1.8K2026-11-04
Center for Financial Planning, Inc.
UNCHANGED16016000%$6.2K$4.7K-$1.6K2026-10-26
Your Advocates Ltd., LLP
UNCHANGED13113100%$5.1K$3.8K-$1.3K2026-11-03
Clearstead Advisors, LLC
UNCHANGED10010000%$3.9K$2.9K-$9942026-11-06
Register Financial Advisors LLC
UNCHANGED909000%$3.5K$2.6K-$8952026-10-23
Kennebec Savings Bank
UNCHANGED777700%$3.0K$2.2K-$7662026-10-22
Piscataqua Savings Bank
UNCHANGED717100%$2.8K$2.1K-$7062026-10-21
MTM Investment Management, LLC
UNCHANGED565600%$2.2K$1.6K-$5392026-10-30
TD Waterhouse Canada Inc.
UNCHANGED545400%$2.1K$1.6K-$4892026-10-16
Asset Dedication, LLC
UNCHANGED464600%$1.8K$1.3K-$4572026-11-03
UMB Bank, n.a.
UNCHANGED353500%$1.4K$1.0K-$3482026-11-06
Armstrong Advisory Group, Inc
UNCHANGED303000%$1.2K$873-$2982026-10-09
Trust Co of Toledo NA
UNCHANGED242400%$936$698-$2382026-10-16
Financial Management Professionals, Inc.
DECREASED1516,141-16,126-100%$629.7K$436-$629.2K2026-10-23
Blue Trust, Inc.
DECREASED10111-101-91%$4.3K$281-$4.1K2026-10-15
Cassaday & Co Wealth Management LLC
UNCHANGED101000%$391$291-$1002026-10-27
Sage Mountain Advisors LLC
UNCHANGED4400%$174$131-$432026-11-02
Parallel Advisors, LLC
UNCHANGED2200%$78$58-$202026-11-03
Allspring Global Investments Holdings, LLC
NEW1—+1——$29—2026-11-04
Russell Investments Group, Ltd.
NEW1—+1——$29—2026-11-06
Assetmark, Inc
UNCHANGED1100%$39$29-$102026-10-21
Q3 Asset Management
CLOSED063,167-63,167-100%$2.5M$0-$2.5M2026-11-06
Basso Capital Management, L.P.
CLOSED028,505-28,505-100%$1.1M$0-$1.1M2026-10-30
Comprehensive Financial Planning, Inc.
CLOSED022,119-22,119-100%$862.9K$0-$862.9K2026-10-27
Thrivent Financial for Lutherans
CLOSED019,029-19,029-100%$742.0K$0-$742.0K2026-11-05
Private Advisory Group LLC
CLOSED010,326-10,326-100%$402.8K$0-$402.8K2026-11-06
Great Diamond Partners, LLC
CLOSED09,130-9,130-100%$356.2K$0-$356.2K2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED08,747-8,747-100%$341.2K$0-$341.2K2026-10-16
Wealthcare Advisory Partners LLC
CLOSED08,497-8,497-100%$331.5K$0-$331.5K2026-10-21
Evolution Wealth Advisors, LLC
CLOSED06,738-6,738-100%$262.9K$0-$262.9K2026-11-03
Focus Financial Network, Inc.
CLOSED05,987-5,987-100%$233.6K$0-$233.6K2026-10-14
Barclays PLC
CLOSED0422-422-100%$16.5K$0-$16.5K2026-11-06
Hickory Point Bank & Trust
CLOSED0400-400-100%$15.6K$0-$15.6K2026-10-01
Realta Investment Advisors
CLOSED0303-303-100%$11.8K$0-$11.8K2026-10-14
Capital Advisors, Ltd. LLC
CLOSED0260-260-100%$10$0-$102026-10-27
Vermillion Wealth Management, Inc.
CLOSED0235-235-100%$9.2K$0-$9.2K2026-10-26
Creative Capital Management Investments LLC
CLOSED080-80-100%$3.1K$0-$3.1K2026-10-28
Lodestone Wealth Management LLC
UNCHANGED000—$0$0$02026-10-14
Morgan Stanley
N/A—1,407,238-1,407,238-100%$54.9M———
Goldman Sachs Group Inc
N/A—881,546-881,546-100%$34.4M———
Qube Research & Technologies Ltd
N/A—287,500-287,500-100%$11.2M———
Bank of America Corp
N/A—200,286-200,286-100%$7.8M———
D. E. Shaw & Co., Inc.
N/A—151,907-151,907-100%$5.9M———
Raymond James Financial Inc
N/A—150,018-150,018-100%$5.9M———
Allianz SE
N/A—143,068-143,068-100%$5.6M———
Wells Fargo & Company
N/A—105,721-105,721-100%$4.1M———
Stifel Financial Corp
N/A—80,935-80,935-100%$3.2M———
Envestnet Portfolio Solutions, Inc.
N/A—62,676-62,676-100%$2.4M———
Osaic Holdings, Inc.
N/A—61,889-61,889-100%$2.4M———
GTS Securities LLC
N/A—55,808-55,808-100%$2.2M———
Harbour Investments, Inc.
N/A—51,169-51,169-100%$2.0M———
Two Sigma Investments, LP
N/A—50,816-50,816-100%$2.0M———
Royal Bank of Canada
N/A—49,721-49,721-100%$1.9M———
Benjamin Edwards Inc
N/A—46,305-46,305-100%$1.8M———
Tower Research Capital LLC (TRC)
N/A—43,922-43,922-100%$1.7M———
Citadel Advisors LLC
N/A—42,246-42,246-100%$1.6M———
Renaissance Technologies LLC
N/A—42,087-42,087-100%$1.6M———
Wealthfront Advisers LLC
N/A—34,862-34,862-100%$1.4M———
UBS Group AG
N/A—30,084-30,084-100%$1.2M———
Nwam LLC
N/A—29,707-29,707-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—26,992-26,992-100%$1.1M———
Susquehanna International Group, LLP
N/A—24,185-24,185-100%$943.5K———
Ameriprise Financial Inc
N/A—22,574-22,574-100%$880.6K———
Jane Street Group, LLC
N/A—20,361-20,361-100%$794.3K———
Cetera Investment Advisers
N/A—18,509-18,509-100%$722.1K———
CIBC World Market Inc.
N/A—16,567-16,567-100%$646.3K———
Wealthspire Advisors, LLC
N/A—10,213-10,213-100%$398.4K———
Envestnet Asset Management Inc
N/A—9,243-9,243-100%$360.6K———
MAI Capital Management
N/A—7,872-7,872-100%$307.1K———
Tudor Investment Corp ET AL
N/A—7,651-7,651-100%$298.5K———
Mariner, LLC
N/A—7,551-7,551-100%$294.6K———
EP Wealth Advisors, LLC
N/A—7,451-7,451-100%$290.7K———
Two Sigma Securities, LLC
N/A—7,019-7,019-100%$273.8K———
Tradition Wealth Management, LLC
N/A—7,004-7,004-100%$273.2K———
Prosperity Consulting Group, LLC
N/A—6,899-6,899-100%$269.1K———
Retirement Income Solutions, Inc
N/A—6,837-6,837-100%$215.9K———
HighTower Advisors, LLC
N/A—6,303-6,303-100%$245.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,852-5,852-100%$228.3K———
&partners
N/A—5,801-5,801-100%$226.3K———
Howe & Rusling Inc
N/A—5,230-5,230-100%$204.0K———
Steward Partners Investment Advisory, LLC
N/A—4,228-4,228-100%$164.9K———
Northwestern Mutual Wealth Management Co
N/A—3,279-3,279-100%$127.9K———
BlackRock, Inc.
N/A—2,608-2,608-100%$101.7K———
JPL Wealth Management, LLC
N/A—2,602-2,602-100%$101.5K———
Edmond de Rothschild Holding S.A.
N/A—2,584-2,584-100%$100.8K———
Westfuller Advisors, LLC
N/A—2,204-2,204-100%$86.0K———
Motco
N/A—2,190-2,190-100%$85.4K———
FMR LLC
N/A—1,408-1,408-100%$54.9K———
JPMorgan Chase & Co
N/A—1,404-1,404-100%$53.5K———
Johnson Financial Group, Inc.
N/A—1,343-1,343-100%$52.4K———
Continuum Advisory, LLC
N/A—1,257-1,257-100%$49.0K———
Tanglewood Legacy Advisors, LLC
N/A—1,241-1,241-100%$48.4K———
HM Payson & Co
N/A—1,004-1,004-100%$39.2K———
BFC Planning, Inc.
N/A—953-953-100%$37.2K———
National Bank of Canada
N/A—922-922-100%$36.0K———
Bartlett & Co. Wealth Management LLC
N/A—885-885-100%$34.5K———
Regatta Research & Money Management
N/A—750-750-100%$29.3K———
Rockefeller Capital Management L.P.
N/A—698-698-100%$27.3K———
Millstone Evans Group, LLC
N/A—357-357-100%$13.9K———
Federation des caisses Desjardins du Quebec
N/A—335-335-100%$13.1K———
Ameritas Investment Partners, Inc.
N/A—267-267-100%$10.4K———
SOA Wealth Advisors, Llc.
N/A—227-227-100%$8.9K———
Glassman Wealth Services
N/A—162-162-100%$6.3K———
Aptus Capital Advisors, LLC
N/A—140-140-100%$5.5K———
Geneos Wealth Management Inc.
N/A—126-126-100%$4.9K———
Kiker Wealth Management, LLC
N/A—96-96-100%$3.7K———
WealthShield Partners, LLC
N/A—74-74-100%$2.9K———
Founders Financial Alliance, LLC
N/A—70-70-100%$2.7K———
NewEdge Advisors, LLC
N/A—55-55-100%$2.1K———
Global Retirement Partners, LLC
N/A—49-49-100%$1.9K———
New Republic Capital, LLC
N/A—41-41-100%$1.6K———
Hantz Financial Services, Inc.
N/A—39-39-100%$2———
Hollencrest Capital Management
N/A—35-35-100%$1.4K———
Fiduciary Financial Advisors
N/A—27-27-100%$1.1K———
Medallion Wealth Advisors, LLC
N/A—26-26-100%$1.0K———
Bernard Wealth Management Corp.
N/A—12-12-100%$469———
Bank of Montreal
N/A—6-6-100%$234———
Showing 155 of 155 institutions