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Invesco S&P 500 Pure Value E (RPV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares381,511 from 270,732
Change+110,779 (+41%)
Value$43.8M (+$13.0M)
Filed 2026-11-06
Armbruster Capital Management, Inc.
DECREASED
Shares365,600 from 366,841
Change-1,241 (0%)
Value$41.9M (+$191.4K)
Filed 2026-10-19
ACR Alpine Capital Research, LLC
INCREASED
Shares251,095 from 4,173
Change+246,922 (+5917%)
Value$28.8M (+$28.3M)
Filed 2026-11-02
Fidelity D & D Bancorp Inc
INCREASED
Shares211,954 from 207,356
Change+4,598 (+2%)
Value$24.3M (+$716.2K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares146,928 from 144,782
Change+2,146 (+1%)
Value$16.9M (+$378.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares126,452 from 130,487
Change-4,035 (-3%)
Value$14.5M (-$344.2K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares118,672 from 110,793
Change+7,879 (+7%)
Value$14.0M (+$1.0M)
Filed 2026-10-13
Peak Financial Management, Inc.
INCREASED
Shares107,154 from 106,190
Change+964 (+1%)
Value$12.3M (+$207.2K)
Filed 2026-10-16
Trinity Wealth Management, LLC
NEW
Shares78,072
Change+78,072
Value$9.0M
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares72,630 from 58,457
Change+14,173 (+24%)
Value$8.3M (+$1.7M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares70,738 from 9,799
Change+60,939 (+622%)
Value$8.1M (+$7.0M)
Filed 2026-10-29
Planned Solutions, Inc.
INCREASED
Shares52,722 from 3,314
Change+49,408 (+1491%)
Value$6.0M (+$5.7M)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares33,032 from 33,188
Change-156 (0%)
Value$3.8M (+$12.3K)
Filed 2026-11-02
WP Advisors, LLC
DECREASED
Shares32,729 from 32,870
Change-141 (0%)
Value$3.8M (+$13.9K)
Filed 2026-10-22
BigSur Wealth Management LLC
UNCHANGED
Shares31,699 from 31,699
Change0 (0%)
Value$3.6M (+$28.8K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares31,384 from 33,103
Change-1,719 (-5%)
Value$3.6M (-$167.1K)
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares28,394 from 37,844
Change-9,450 (-25%)
Value$3.3M (-$1.0M)
Filed 2026-10-29
AlphaCentric Advisors LLC
INCREASED
Shares25,447 from 12,122
Change+13,325 (+110%)
Value$2.9M (+$1.5M)
Filed 2026-11-03
Private Advisory Group LLC
NEW
Shares17,626
Change+17,626
Value$2.0M
Filed 2026-11-06
Breakwater Capital Group
DECREASED
Shares17,567 from 18,004
Change-437 (-2%)
Value$2.0M (-$33.7K)
Filed 2026-10-09
AlphaCore Capital LLC
DECREASED
Shares17,555 from 21,405
Change-3,850 (-18%)
Value$2.0M (-$422.2K)
Filed 2026-11-04
New England Private Wealth Advisors LLC
INCREASED
Shares16,886 from 16,795
Change+91 (+1%)
Value$1.9M (+$25.7K)
Filed 2026-10-19
RMR Capital Management, LLC
INCREASED
Shares15,430 from 15,388
Change+42 (+0%)
Value$1.8M (+$18.8K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares15,250 from 13,995
Change+1,255 (+9%)
Value$1.7M (+$156.7K)
Filed 2026-11-06
Condor Capital Management
DECREASED
Shares15,055 from 15,170
Change-115 (-1%)
Value$1.7M (+$611)
Filed 2026-11-06
Hardin Capital Partners, LLC
INCREASED
Shares13,570 from 13,337
Change+233 (+2%)
Value$1.6M (+$34.4K)
Filed 2026-10-09
Cushing Capital Partners, LLC
DECREASED
Shares13,535 from 16,403
Change-2,868 (-17%)
Value$1.6M (-$314.1K)
Filed 2026-10-20
Midwest Financial Network, LLC
INCREASED
Shares13,516 from 4,775
Change+8,741 (+183%)
Value$1.6M (+$1.0M)
Filed 2026-10-13
Saxony Capital Management, LLC
DECREASED
Shares13,021 from 13,055
Change-34 (0%)
Value$1.5M (+$8.0K)
Filed 2026-10-15
Strategic Advocates LLC
INCREASED
Shares12,844 from 12,445
Change+399 (+3%)
Value$1.5M (+$57.1K)
Filed 2026-11-03
HB Wealth Management, LLC
NEW
Shares12,588
Change+12,588
Value$1.4M
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares12,568 from 12,057
Change+511 (+4%)
Value$1.4M (+$69.6K)
Filed 2026-11-05
Valued Retirements, Inc.
INCREASED
Shares12,365 from 10,657
Change+1,708 (+16%)
Value$1.4M (+$205.7K)
Filed 2026-11-06
Connecticut Wealth Management, LLC
INCREASED
Shares12,247 from 11,947
Change+300 (+3%)
Value$1.4M (+$45.3K)
Filed 2026-10-13
Everest Financial Group LLC
INCREASED
Shares11,563 from 8,812
Change+2,751 (+31%)
Value$1.3M (+$323.7K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares11,537 from 11,400
Change+137 (+1%)
Value$1.3M (+$26.1K)
Filed 2026-11-02
FSA Wealth Partners, Inc.
NEW
Shares10,900
Change+10,900
Value$1.3M
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares10,888 from 2,143
Change+8,745 (+408%)
Value$1.2M (+$1.0M)
Filed 2026-10-16
Activest Wealth Management
INCREASED
Shares10,482 from 8,688
Change+1,794 (+21%)
Value$1.2M (+$213.7K)
Filed 2026-10-15
G&S Capital LLC
NEW
Shares10,480
Change+10,480
Value$1.2M
Filed 2026-10-23
Twelve Points Wealth Management LLC
DECREASED
Shares10,358 from 10,441
Change-83 (-1%)
Value$1.3M (+$73.6K)
Filed 2026-11-03
Well Done, LLC
DECREASED
Shares10,335 from 10,377
Change-42 (0%)
Value$1.2M (+$4.6K)
Filed 2026-10-20
Financial Enhancement Group LLC
DECREASED
Shares9,117 from 9,324
Change-207 (-2%)
Value$1.1M (-$3.3K)
Filed 2026-10-08
Verus Capital Partners, LLC
INCREASED
Shares8,708 from 8,490
Change+218 (+3%)
Value$999.1K (+$32.7K)
Filed 2026-11-03
Moulton Wealth Management, Inc
INCREASED
Shares8,448 from 5,892
Change+2,556 (+43%)
Value$973.3K (+$295.7K)
Filed 2026-10-13
Plan Group Financial, LLC
INCREASED
Shares8,338 from 7,902
Change+436 (+6%)
Value$1.0M (+$104.1K)
Filed 2026-10-22
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares7,293 from 7,293
Change0 (0%)
Value$837 (+$7)
Filed 2026-10-08
4Wealth Advisors, Inc.
INCREASED
Shares7,198 from 6,327
Change+871 (+14%)
Value$831.3K (+$104.1K)
Filed 2026-10-13
Stonebridge Financial Planning Group, LLC
DECREASED
Shares6,994 from 7,194
Change-200 (-3%)
Value$802.4K (-$16.4K)
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares6,610 from 6,610
Change0 (0%)
Value$758.4K (+$6.1K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares6,547 from 6,442
Change+105 (+2%)
Value$751.1K (+$17.9K)
Filed 2026-10-26
Savant Capital, LLC
INCREASED
Shares6,503 from 4,256
Change+2,247 (+53%)
Value$746.1K (+$254.3K)
Filed 2026-11-06
Apella Capital, LLC
NEW
Shares6,488
Change+6,488
Value$752.9K
Filed 2026-10-08
Paragon Capital Management Ltd
INCREASED
Shares5,954 from 5,937
Change+17 (+0%)
Value$683.1K (+$7.4K)
Filed 2026-10-09
Cookson Peirce & Co Inc
DECREASED
Shares5,907 from 6,556
Change-649 (-10%)
Value$677.7K (-$68.5K)
Filed 2026-10-30
Apollon Financial, LLC
INCREASED
Shares5,729 from 5,627
Change+102 (+2%)
Value$657.3K (+$16.8K)
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED
Shares5,597 from 5,567
Change+30 (+1%)
Value$642.1K (+$8.5K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares5,432 from 5,432
Change0 (0%)
Value$623.2K (+$4.9K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$591.5K (+$4.7K)
Filed 2026-10-15
King Luther Capital Management Corp
INCREASED
Shares5,152 from 5,124
Change+28 (+1%)
Value$591.1K (+$7.8K)
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares4,798 from 4,815
Change-17 (0%)
Value$550.5K (+$2.5K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares4,712 from 4,860
Change-148 (-3%)
Value$540.6K (-$12.5K)
Filed 2026-10-21
BIP Wealth, LLC
NEW
Shares4,539
Change+4,539
Value$520.8K
Filed 2026-10-22
Bank of New York Mellon Corp
NEW
Shares4,478
Change+4,478
Value$513.7K
Filed 2026-11-05
Capstone Wealth Management Group, Inc.
INCREASED
Shares4,403 from 4,388
Change+15 (+0%)
Value$505.1K (+$5.7K)
Filed 2026-10-19
Santori & Peters, Inc.
INCREASED
Shares4,150 from 4,143
Change+7 (+0%)
Value$476.1K (+$4.5K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares4,146 from 4,241
Change-95 (-2%)
Value$475.6K (-$7.0K)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
INCREASED
Shares3,835 from 3,780
Change+55 (+1%)
Value$440.0K (+$9.8K)
Filed 2026-10-19
New Wave Wealth Advisors LLC
DECREASED
Shares3,734 from 20,741
Change-17,007 (-82%)
Value$442.4K (-$1.9M)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares3,548 from 3,607
Change-59 (-2%)
Value$407.1K (-$3.5K)
Filed 2026-10-23
Mather Group, Llc.
UNCHANGED
Shares3,392 from 3,392
Change0 (0%)
Value$389.2K (+$3.1K)
Filed 2026-10-14
JIM Saulnier & Associates, LLC
INCREASED
Shares3,221 from 3,204
Change+17 (+1%)
Value$369.6K (+$4.9K)
Filed 2026-11-04
Lido Advisors, LLC
NEW
Shares3,201
Change+3,201
Value$367.3K
Filed 2026-11-04
Dale Q Rice Investment Management Ltd
DECREASED
Shares3,007 from 3,031
Change-24 (-1%)
Value$345.0K (+$5)
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares3,001 from 3,277
Change-276 (-8%)
Value$344.3K (-$28.7K)
Filed 2026-10-20
Valmark Advisers, Inc.
DECREASED
Shares2,678 from 2,988
Change-310 (-10%)
Value$307.2K (-$32.8K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares2,663 from 2,659
Change+4 (+0%)
Value$303.1K (+$455)
Filed 2026-11-06
Clark Asset Management, LLC
INCREASED
Shares2,586 from 2,572
Change+14 (+1%)
Value$296.7K (+$3.9K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares2,486 from 2,473
Change+13 (+1%)
Value$285.2K (+$3.8K)
Filed 2026-10-15
Diligent Investors, LLC
INCREASED
Shares2,246 from 2,241
Change+5 (+0%)
Value$257.7K (+$2.6K)
Filed 2026-10-21
S.A. Mason LLC
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$235.8K (+$1.9K)
Filed 2026-10-13
TKG Advisors, LLC
NEW
Shares2,033
Change+2,033
Value$233.2K
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares2,021 from 2,019
Change+2 (+0%)
Value$231.9K (+$2.1K)
Filed 2026-10-13
Steinberganna Wealth Management
INCREASED
Shares2,015 from 2,013
Change+2 (+0%)
Value$231.2K (+$2.1K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares1,903 from 1,900
Change+3 (+0%)
Value$228.0K (+$990)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares1,903 from 1,900
Change+3 (+0%)
Value$228.0K (+$990)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares1,832 from 1,083
Change+749 (+69%)
Value$210.2K (+$87.0K)
Filed 2026-10-08
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares1,809 from 1,809
Change0 (0%)
Value$207.5K (+$1.6K)
Filed 2026-10-29
Conrad Siegel Investment Advisors, Inc.
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$202.6K (+$1.6K)
Filed 2026-10-08
Concord Asset Management, LLC
UNCHANGED
Shares1,760 from 1,760
Change0 (0%)
Value$201.9K (+$1.6K)
Filed 2026-11-02
Cullen T Bankers, Inc.
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$170.9K (+$1.4K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,478 from 1,473
Change+5 (+0%)
Value$169.6K (+$2.0K)
Filed 2026-10-27
Vima LLC
INCREASED
Shares1,034 from 1,004
Change+30 (+3%)
Value$118.6K (+$4.4K)
Filed 2026-10-23
SYM Financial Corp
DECREASED
Shares933 from 955
Change-22 (-2%)
Value$107.0K (-$1.7K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$106.1K (+$841)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$84.9K (+$673)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$79.8K (+$663)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$71.8K (-$6)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares621
Change+621
Value$71.3K
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$62.0K (+$491)
Filed 2026-11-03
Goodman Advisory Group, LLC
NEW
Shares472
Change+472
Value$54.2K
Filed 2026-11-02
Birch Capital Management, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$50.3K (+$399)
Filed 2026-10-27
Creative Financial Designs Inc
NEW
Shares431
Change+431
Value$49.5K
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$46.0K (+$365)
Filed 2026-11-06
Citizens National Bank Trust Department
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$33.3K (+$264)
Filed 2026-11-04
Community Bank, N.A.
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$26.5K (+$210)
Filed 2026-11-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$18.2K (+$145)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
INCREASED
Shares156 from 155
Change+1 (+1%)
Value$17.9K (+$236)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares156 from 155
Change+1 (+1%)
Value$17.9K (+$238)
Filed 2026-10-02
Caldwell Trust Co
DECREASED
Shares135 from 155
Change-20 (-13%)
Value$15.5K (-$2.2K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$14.1K (+$112)
Filed 2026-10-13
First Horizon Corp
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$13.8K (+$110)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$13.5K (+$107)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares109 from 1
Change+108 (+10800%)
Value$12.5K (+$12.4K)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.5K (+$91)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares96 from 95
Change+1 (+1%)
Value$11.0K (+$145)
Filed 2026-10-30
Harbor Asset Planning, Inc.
NEW
Shares84
Change+84
Value$9.6K
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$9.5K (+$76)
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$8.0K (+$64)
Filed 2026-10-23
3Chopt Investment Partners, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$6.3K (+$50)
Filed 2026-10-30
Grove Bank & Trust
NEW
Shares29
Change+29
Value$3.3K
Filed 2026-10-08
Gamma Investing LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.2K (+$17)
Filed 2026-10-08
CoreCap Advisors, LLC
NEW
Shares13
Change+13
Value$1.5K
Filed 2026-10-08
Addison Advisors LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$638 (+$8)
Filed 2026-11-06
Global View Capital Management LLC
CLOSED
Shares0 from 8,480
Change-8,480 (-100%)
Value$0 (-$965.2K)
Filed 2026-10-28
VestGen Advisors, LLC
CLOSED
Shares0 from 8,394
Change-8,394 (-100%)
Value$0 (-$955.4K)
Filed 2026-10-27
Nations Financial Group Inc,
CLOSED
Shares0 from 6,134
Change-6,134 (-100%)
Value$0 (-$698.2K)
Filed 2026-11-05
Flaharty Asset Management, LLC
CLOSED
Shares0 from 5,389
Change-5,389 (-100%)
Value$0 (-$623.4K)
Filed 2026-11-02
Atria Investments, Inc
CLOSED
Shares0 from 3,575
Change-3,575 (-100%)
Value$0 (-$406.9K)
Filed 2026-10-15
RCS Financial Planning, LLC
CLOSED
Shares0 from 2,764
Change-2,764 (-100%)
Value$0 (-$314.6K)
Filed 2026-10-14
Wedbush Securities Inc
CLOSED
Shares0 from 2,003
Change-2,003 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-22
Mission Wealth Management, LP
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 1,905
Change-1,905 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 867
Change-867 (-100%)
Value$0 (-$99.5K)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 759
Change-759 (-100%)
Value$0 (-$86.4K)
Filed 2026-11-04
MTM Investment Management, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$31.3K)
Filed 2026-10-30
Compass Financial Management LLC
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$25.7K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$23.2K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-15
Wagner Wealth Management, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 1,602,489
Change-1,602,489 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,198,756
Change-1,198,756 (-100%)
Value—
UBS Group AG
N/A
Shares— from 286,540
Change-286,540 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 153,806
Change-153,806 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 139,712
Change-139,712 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 130,834
Change-130,834 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 118,305
Change-118,305 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 117,731
Change-117,731 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 92,363
Change-92,363 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 91,538
Change-91,538 (-100%)
Value—
FMR LLC
N/A
Shares— from 88,327
Change-88,327 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 76,153
Change-76,153 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 72,134
Change-72,134 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 65,771
Change-65,771 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 60,531
Change-60,531 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 55,378
Change-55,378 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,028
Change-55,028 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 52,878
Change-52,878 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 49,597
Change-49,597 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 47,339
Change-47,339 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 45,079
Change-45,079 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,287
Change-43,287 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 42,761
Change-42,761 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 42,590
Change-42,590 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 40,945
Change-40,945 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 39,542
Change-39,542 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 37,200
Change-37,200 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 35,266
Change-35,266 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 25,783
Change-25,783 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 24,084
Change-24,084 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,991
Change-22,991 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 22,479
Change-22,479 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 21,315
Change-21,315 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 21,119
Change-21,119 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 20,682
Change-20,682 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,611
Change-17,611 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,104
Change-17,104 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,014
Change-16,014 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,946
Change-15,946 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 13,599
Change-13,599 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 13,257
Change-13,257 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 12,529
Change-12,529 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 12,148
Change-12,148 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 11,535
Change-11,535 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
&partners
N/A
Shares— from 8,898
Change-8,898 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 7,256
Change-7,256 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 7,092
Change-7,092 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,695
Change-6,695 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,636
Change-6,636 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,219
Change-6,219 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,730
Change-5,730 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 673
Change-673 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 390
Change-390 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 250
Change-250 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 241
Change-241 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 101
Change-101 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 76
Change-76 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 53
Change-53 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
LPL Financial LLC
INCREASED381,511270,732+110,779+41%$30.8M$43.8M+$13.0M2026-11-06
Armbruster Capital Management, Inc.
DECREASED365,600366,841-1,2410%$41.8M$41.9M+$191.4K2026-10-19
ACR Alpine Capital Research, LLC
INCREASED251,0954,173+246,922+5917%$475.0K$28.8M+$28.3M2026-11-02
Fidelity D & D Bancorp Inc
INCREASED211,954207,356+4,598+2%$23.6M$24.3M+$716.2K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED146,928144,782+2,146+1%$16.5M$16.9M+$378.0K2026-11-02
Truist Financial Corp
DECREASED126,452130,487-4,035-3%$14.9M$14.5M-$344.2K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED118,672110,793+7,879+7%$12.9M$14.0M+$1.0M2026-10-13
Peak Financial Management, Inc.
INCREASED107,154106,190+964+1%$12.1M$12.3M+$207.2K2026-10-16
Trinity Wealth Management, LLC
NEW78,072—+78,072——$9.0M—2026-10-13
Commonwealth Equity Services, LLC
INCREASED72,63058,457+14,173+24%$6.7M$8.3M+$1.7M2026-11-02
Vise Technologies, Inc.
INCREASED70,7389,799+60,939+622%$1.1M$8.1M+$7.0M2026-10-29
Planned Solutions, Inc.
INCREASED52,7223,314+49,408+1491%$377.2K$6.0M+$5.7M2026-10-19
Kestra Advisory Services, LLC
DECREASED33,03233,188-1560%$3.8M$3.8M+$12.3K2026-11-02
WP Advisors, LLC
DECREASED32,72932,870-1410%$3.7M$3.8M+$13.9K2026-10-22
BigSur Wealth Management LLC
UNCHANGED31,69931,69900%$3.6M$3.6M+$28.8K2026-10-13
Montag A & Associates Inc
DECREASED31,38433,103-1,719-5%$3.8M$3.6M-$167.1K2026-10-29
Integrity Alliance, Llc.
DECREASED28,39437,844-9,450-25%$4.3M$3.3M-$1.0M2026-10-29
AlphaCentric Advisors LLC
INCREASED25,44712,122+13,325+110%$1.4M$2.9M+$1.5M2026-11-03
Private Advisory Group LLC
NEW17,626—+17,626——$2.0M—2026-11-06
Breakwater Capital Group
DECREASED17,56718,004-437-2%$2.0M$2.0M-$33.7K2026-10-09
AlphaCore Capital LLC
DECREASED17,55521,405-3,850-18%$2.4M$2.0M-$422.2K2026-11-04
New England Private Wealth Advisors LLC
INCREASED16,88616,795+91+1%$1.9M$1.9M+$25.7K2026-10-19
RMR Capital Management, LLC
INCREASED15,43015,388+42+0%$1.8M$1.8M+$18.8K2026-10-23
Money Concepts Capital Corp
INCREASED15,25013,995+1,255+9%$1.6M$1.7M+$156.7K2026-11-06
Condor Capital Management
DECREASED15,05515,170-115-1%$1.7M$1.7M+$6112026-11-06
Hardin Capital Partners, LLC
INCREASED13,57013,337+233+2%$1.5M$1.6M+$34.4K2026-10-09
Cushing Capital Partners, LLC
DECREASED13,53516,403-2,868-17%$1.9M$1.6M-$314.1K2026-10-20
Midwest Financial Network, LLC
INCREASED13,5164,775+8,741+183%$543.7K$1.6M+$1.0M2026-10-13
Saxony Capital Management, LLC
DECREASED13,02113,055-340%$1.5M$1.5M+$8.0K2026-10-15
Strategic Advocates LLC
INCREASED12,84412,445+399+3%$1.4M$1.5M+$57.1K2026-11-03
HB Wealth Management, LLC
NEW12,588—+12,588——$1.4M—2026-10-23
Fifth Third Bancorp
INCREASED12,56812,057+511+4%$1.4M$1.4M+$69.6K2026-11-05
Valued Retirements, Inc.
INCREASED12,36510,657+1,708+16%$1.2M$1.4M+$205.7K2026-11-06
Connecticut Wealth Management, LLC
INCREASED12,24711,947+300+3%$1.4M$1.4M+$45.3K2026-10-13
Everest Financial Group LLC
INCREASED11,5638,812+2,751+31%$1.0M$1.3M+$323.7K2026-11-06
Creative Planning
INCREASED11,53711,400+137+1%$1.3M$1.3M+$26.1K2026-11-02
FSA Wealth Partners, Inc.
NEW10,900—+10,900——$1.3M—2026-10-26
IFP Advisors, Inc
INCREASED10,8882,143+8,745+408%$243.9K$1.2M+$1.0M2026-10-16
Activest Wealth Management
INCREASED10,4828,688+1,794+21%$988.9K$1.2M+$213.7K2026-10-15
G&S Capital LLC
NEW10,480—+10,480——$1.2M—2026-10-23
Twelve Points Wealth Management LLC
DECREASED10,35810,441-83-1%$1.2M$1.3M+$73.6K2026-11-03
Well Done, LLC
DECREASED10,33510,377-420%$1.2M$1.2M+$4.6K2026-10-20
Financial Enhancement Group LLC
DECREASED9,1179,324-207-2%$1.1M$1.1M-$3.3K2026-10-08
Verus Capital Partners, LLC
INCREASED8,7088,490+218+3%$966.4K$999.1K+$32.7K2026-11-03
Moulton Wealth Management, Inc
INCREASED8,4485,892+2,556+43%$677.6K$973.3K+$295.7K2026-10-13
Plan Group Financial, LLC
INCREASED8,3387,902+436+6%$899.4K$1.0M+$104.1K2026-10-22
Ayalon Insurance Comp Ltd.
UNCHANGED7,2937,29300%$830$837+$72026-10-08
4Wealth Advisors, Inc.
INCREASED7,1986,327+871+14%$727.2K$831.3K+$104.1K2026-10-13
Stonebridge Financial Planning Group, LLC
DECREASED6,9947,194-200-3%$818.8K$802.4K-$16.4K2026-11-06
Clearstead Advisors, LLC
UNCHANGED6,6106,61000%$752.4K$758.4K+$6.1K2026-11-06
Flagship Harbor Advisors, LLC
INCREASED6,5476,442+105+2%$733.2K$751.1K+$17.9K2026-10-26
Savant Capital, LLC
INCREASED6,5034,256+2,247+53%$491.9K$746.1K+$254.3K2026-11-06
Apella Capital, LLC
NEW6,488—+6,488——$752.9K—2026-10-08
Paragon Capital Management Ltd
INCREASED5,9545,937+17+0%$675.8K$683.1K+$7.4K2026-10-09
Cookson Peirce & Co Inc
DECREASED5,9076,556-649-10%$746.2K$677.7K-$68.5K2026-10-30
Apollon Financial, LLC
INCREASED5,7295,627+102+2%$640.5K$657.3K+$16.8K2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED5,5975,567+30+1%$633.6K$642.1K+$8.5K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED5,4325,43200%$618.3K$623.2K+$4.9K2026-10-21
WealthPlan Investment Management, LLC
UNCHANGED5,1565,15600%$586.9K$591.5K+$4.7K2026-10-15
King Luther Capital Management Corp
INCREASED5,1525,124+28+1%$583.2K$591.1K+$7.8K2026-11-05
Concord Wealth Partners
DECREASED4,7984,815-170%$548.0K$550.5K+$2.5K2026-11-02
Assetmark, Inc
DECREASED4,7124,860-148-3%$553.1K$540.6K-$12.5K2026-10-21
BIP Wealth, LLC
NEW4,539—+4,539——$520.8K—2026-10-22
Bank of New York Mellon Corp
NEW4,478—+4,478——$513.7K—2026-11-05
Capstone Wealth Management Group, Inc.
INCREASED4,4034,388+15+0%$499.4K$505.1K+$5.7K2026-10-19
Santori & Peters, Inc.
INCREASED4,1504,143+7+0%$471.6K$476.1K+$4.5K2026-10-26
Davenport & Co LLC
DECREASED4,1464,241-95-2%$482.7K$475.6K-$7.0K2026-10-14
Worth Financial Advisory Group, LLC
INCREASED3,8353,780+55+1%$430.2K$440.0K+$9.8K2026-10-19
New Wave Wealth Advisors LLC
DECREASED3,73420,741-17,007-82%$2.4M$442.4K-$1.9M2026-10-19
Apollon Wealth Management, LLC
DECREASED3,5483,607-59-2%$410.5K$407.1K-$3.5K2026-10-23
Mather Group, Llc.
UNCHANGED3,3923,39200%$386.1K$389.2K+$3.1K2026-10-14
JIM Saulnier & Associates, LLC
INCREASED3,2213,204+17+1%$364.7K$369.6K+$4.9K2026-11-04
Lido Advisors, LLC
NEW3,201—+3,201——$367.3K—2026-11-04
Dale Q Rice Investment Management Ltd
DECREASED3,0073,031-24-1%$345.0K$345.0K+$52026-10-09
Private Trust Co NA
DECREASED3,0013,277-276-8%$373.0K$344.3K-$28.7K2026-10-20
Valmark Advisers, Inc.
DECREASED2,6782,988-310-10%$340.1K$307.2K-$32.8K2026-11-06
Allworth Financial LP
INCREASED2,6632,659+4+0%$302.6K$303.1K+$4552026-11-06
Clark Asset Management, LLC
INCREASED2,5862,572+14+1%$292.8K$296.7K+$3.9K2026-10-19
HBW Advisory Services LLC
INCREASED2,4862,473+13+1%$281.4K$285.2K+$3.8K2026-10-15
Diligent Investors, LLC
INCREASED2,2462,241+5+0%$255.1K$257.7K+$2.6K2026-10-21
S.A. Mason LLC
UNCHANGED2,0552,05500%$233.9K$235.8K+$1.9K2026-10-13
TKG Advisors, LLC
NEW2,033—+2,033——$233.2K—2026-11-02
Independent Financial Group, LLC
INCREASED2,0212,019+2+0%$229.8K$231.9K+$2.1K2026-10-13
Steinberganna Wealth Management
INCREASED2,0152,013+2+0%$229.1K$231.2K+$2.1K2026-10-23
Diversify Wealth Management, LLC
INCREASED1,9031,900+3+0%$227.0K$228.0K+$9902026-10-20
Diversify Advisory Services, LLC
INCREASED1,9031,900+3+0%$227.0K$228.0K+$9902026-10-20
Farther Finance Advisors, LLC
INCREASED1,8321,083+749+69%$123.3K$210.2K+$87.0K2026-10-08
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED1,8091,80900%$205.9K$207.5K+$1.6K2026-10-29
Conrad Siegel Investment Advisors, Inc.
UNCHANGED1,7661,76600%$201.0K$202.6K+$1.6K2026-10-08
Concord Asset Management, LLC
UNCHANGED1,7601,76000%$200.3K$201.9K+$1.6K2026-11-02
Cullen T Bankers, Inc.
UNCHANGED1,4901,49000%$169.6K$170.9K+$1.4K2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED1,4781,473+5+0%$167.6K$169.6K+$2.0K2026-10-27
Vima LLC
INCREASED1,0341,004+30+3%$114.3K$118.6K+$4.4K2026-10-23
SYM Financial Corp
DECREASED933955-22-2%$108.7K$107.0K-$1.7K2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED92592500%$105.3K$106.1K+$8412026-10-16
Larson Financial Group LLC
UNCHANGED74074000%$84.2K$84.9K+$6732026-11-05
Signaturefd, LLC
UNCHANGED69569500%$79.1K$79.8K+$6632026-10-23
Salomon & Ludwin, LLC
UNCHANGED62662600%$71.8K$71.8K-$62026-10-29
Ascentis Independent Advisors
NEW621—+621——$71.3K—2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED54054000%$61.5K$62.0K+$4912026-11-03
Goodman Advisory Group, LLC
NEW472—+472——$54.2K—2026-11-02
Birch Capital Management, LLC
UNCHANGED43843800%$49.9K$50.3K+$3992026-10-27
Creative Financial Designs Inc
NEW431—+431——$49.5K—2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED40140100%$45.6K$46.0K+$3652026-11-06
Citizens National Bank Trust Department
UNCHANGED29029000%$33.0K$33.3K+$2642026-11-04
Community Bank, N.A.
UNCHANGED23123100%$26.3K$26.5K+$2102026-11-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED15915900%$18.1K$18.2K+$1452026-10-15
Lloyd Advisory Services, Llc.
INCREASED156155+1+1%$17.6K$17.9K+$2362026-11-02
Versant Capital Management, Inc
INCREASED156155+1+1%$17.7K$17.9K+$2382026-10-02
Caldwell Trust Co
DECREASED135155-20-13%$17.6K$15.5K-$2.2K2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED12312300%$14.0K$14.1K+$1122026-10-13
First Horizon Corp
UNCHANGED12012000%$13.7K$13.8K+$1102026-10-26
Key FInancial Inc
UNCHANGED11811800%$13.4K$13.5K+$1072026-11-02
Russell Investments Group, Ltd.
INCREASED1091+108+10800%$114$12.5K+$12.4K2026-11-06
Lanark Financial, Inc.
UNCHANGED10010000%$11.4K$11.5K+$912026-10-26
Spire Wealth Management
INCREASED9695+1+1%$10.8K$11.0K+$1452026-10-30
Harbor Asset Planning, Inc.
NEW84—+84——$9.6K—2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED838300%$9.4K$9.5K+$762026-11-03
Richardson Capital Management LLC
UNCHANGED707000%$8.0K$8.0K+$642026-10-23
3Chopt Investment Partners, LLC
UNCHANGED555500%$6.3K$6.3K+$502026-10-30
Grove Bank & Trust
NEW29—+29——$3.3K—2026-10-08
Gamma Investing LLC
UNCHANGED191900%$2.2K$2.2K+$172026-10-08
CoreCap Advisors, LLC
NEW13—+13——$1.5K—2026-10-08
Addison Advisors LLC
UNCHANGED6600%$630$638+$82026-11-06
Global View Capital Management LLC
CLOSED08,480-8,480-100%$965.2K$0-$965.2K2026-10-28
VestGen Advisors, LLC
CLOSED08,394-8,394-100%$955.4K$0-$955.4K2026-10-27
Nations Financial Group Inc,
CLOSED06,134-6,134-100%$698.2K$0-$698.2K2026-11-05
Flaharty Asset Management, LLC
CLOSED05,389-5,389-100%$623.4K$0-$623.4K2026-11-02
Atria Investments, Inc
CLOSED03,575-3,575-100%$406.9K$0-$406.9K2026-10-15
RCS Financial Planning, LLC
CLOSED02,764-2,764-100%$314.6K$0-$314.6K2026-10-14
Wedbush Securities Inc
CLOSED02,003-2,003-100%$228.0K$0-$228.0K2026-10-22
Mission Wealth Management, LP
CLOSED02,000-2,000-100%$227.6K$0-$227.6K2026-10-15
Y-Intercept (Hong Kong) Ltd
CLOSED01,905-1,905-100%$216.8K$0-$216.8K2026-10-16
International Assets Investment Management, LLC
CLOSED0867-867-100%$99.5K$0-$99.5K2026-11-02
Citigroup Inc
CLOSED0759-759-100%$86.4K$0-$86.4K2026-11-04
MTM Investment Management, LLC
CLOSED0275-275-100%$31.3K$0-$31.3K2026-10-30
Compass Financial Management LLC
CLOSED0213-213-100%$25.7K$0-$25.7K2026-10-30
Cornerstone Planning Group LLC
CLOSED0195-195-100%$23.2K$0-$23.2K2026-10-16
Salem Investment Counselors Inc
CLOSED0161-161-100%$18.3K$0-$18.3K2026-10-13
LifeSteps Financial, Inc.
CLOSED051-51-100%$5.8K$0-$5.8K2026-10-15
Wagner Wealth Management, LLC
CLOSED046-46-100%$5.3K$0-$5.3K2026-10-21
Morgan Stanley
N/A—1,602,489-1,602,489-100%$182.4M———
Bank of America Corp
N/A—1,198,756-1,198,756-100%$136.4M———
UBS Group AG
N/A—286,540-286,540-100%$32.6M———
Goldman Sachs Group Inc
N/A—153,806-153,806-100%$17.5M———
Mount Lucas Management LP
N/A—139,712-139,712-100%$15.9M———
Jump Financial, LLC
N/A—130,834-130,834-100%$14.9M———
HighTower Advisors, LLC
N/A—118,305-118,305-100%$13.5M———
Invesco Ltd.
N/A—117,731-117,731-100%$13.4M———
Envestnet Asset Management Inc
N/A—92,363-92,363-100%$10.5M———
Wells Fargo & Company
N/A—91,538-91,538-100%$10.4M———
FMR LLC
N/A—88,327-88,327-100%$10.1M———
Raymond James Financial Inc
N/A—76,153-76,153-100%$8.7M———
Ameriprise Financial Inc
N/A—72,134-72,134-100%$8.2M———
Arkadios Wealth Advisors
N/A—65,771-65,771-100%$7.5M———
Modern Wealth Management, LLC
N/A—60,531-60,531-100%$6.9M———
Rothschild Investment LLC
N/A—55,378-55,378-100%$6.3M———
Osaic Holdings, Inc.
N/A—55,028-55,028-100%$6.3M———
NewEdge Advisors, LLC
N/A—52,878-52,878-100%$6.0M———
Royal Bank of Canada
N/A—49,597-49,597-100%$5.6M———
Gladstone Institutional Advisory LLC
N/A—47,339-47,339-100%$5.4M———
MorganRosel Wealth Management, LLC
N/A—45,079-45,079-100%$5.1M———
Susquehanna International Group, LLP
N/A—43,287-43,287-100%$4.9M———
Cetera Investment Advisers
N/A—42,761-42,761-100%$4.9M———
JPMorgan Chase & Co
N/A—42,590-42,590-100%$4.9M———
Gotham Asset Management, LLC
N/A—40,945-40,945-100%$4.7M———
Integrated Wealth Concepts LLC
N/A—39,542-39,542-100%$4.5M———
Two Sigma Investments, LP
N/A—37,200-37,200-100%$4.2M———
Qube Research & Technologies Ltd
N/A—35,266-35,266-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—25,783-25,783-100%$2.9M———
CIBC Bancorp USA Inc.
N/A—24,084-24,084-100%$2.7M———
Tower Research Capital LLC (TRC)
N/A—22,991-22,991-100%$2.6M———
Flow Traders U.S. LLC
N/A—22,479-22,479-100%$2.6M———
Silver OAK Securities, Incorporated
N/A—21,315-21,315-100%$2.4M———
Cerity Partners LLC
N/A—21,119-21,119-100%$2.4M———
Oxinas Partners, LLC
N/A—20,682-20,682-100%$2.4M———
HRT Financial LP
N/A—17,611-17,611-100%$2.0M———
Private Advisor Group, LLC
N/A—17,104-17,104-100%$1.9M———
Stifel Financial Corp
N/A—16,014-16,014-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—15,946-15,946-100%$1.8M———
Baird Financial Group, Inc.
N/A—14,852-14,852-100%$1.7M———
Strategic Financial Concepts, LLC
N/A—13,599-13,599-100%$1.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—13,257-13,257-100%$1.5M———
Wealth Care LLC
N/A—12,529-12,529-100%$1.4M———
Horizon Family Wealth, Inc.
N/A—12,148-12,148-100%$1.4M———
LOM Asset Management Ltd
N/A—11,535-11,535-100%$1.3M———
Summit Financial, LLC
N/A—9,298-9,298-100%$1.1M———
Lansing Street Advisors
N/A—9,022-9,022-100%$1.0M———
&partners
N/A—8,898-8,898-100%$1.1M———
Gateway Wealth Partners, LLC
N/A—8,361-8,361-100%$951.7K———
VestGen Investment Management
N/A—8,170-8,170-100%$929.9K———
Spirepoint Private Client, LLC
N/A—7,256-7,256-100%$825.9K———
Marshall Wace, LLP
N/A—7,092-7,092-100%$807.2K———
Mariner, LLC
N/A—7,067-7,067-100%$804.3K———
Tocqueville Asset Management L.P.
N/A—7,043-7,043-100%$801.6K———
Sanctuary Advisors, LLC
N/A—7,000-7,000-100%$796.7K———
Ethos Financial Group, LLC
N/A—6,695-6,695-100%$762.0K———
Essex Financial Services, Inc.
N/A—6,662-6,662-100%$758.3K———
UBS Asset Management Americas LLC
N/A—6,636-6,636-100%$755.3K———
Focus Partners Wealth
N/A—6,219-6,219-100%$707.9K———
Equitable Holdings, Inc.
N/A—5,858-5,858-100%$666.8K———
XTX Topco Ltd
N/A—5,780-5,780-100%$657.9K———
Janney Montgomery Scott LLC
N/A—5,730-5,730-100%$652.0K———
Jones Financial Companies Lllp
N/A—5,524-5,524-100%$636.9K———
Cary Street Partners Financial LLC
N/A—4,811-4,811-100%$547.6K———
Stratos Wealth Partners, Ltd.
N/A—4,801-4,801-100%$546.5K———
Alesco Advisors, LLC, An ESL Co
N/A—4,715-4,715-100%$536.7K———
Regal Investment Advisors LLC
N/A—4,626-4,626-100%$526.5K———
AQR Capital Management LLC
N/A—4,311-4,311-100%$490.7K———
Two Sigma Securities, LLC
N/A—4,188-4,188-100%$476.7K———
IMA Advisory Services, Inc.
N/A—4,079-4,079-100%$464.3K———
Liberty Wealth Management LLC
N/A—4,078-4,078-100%$437.9K———
Berger Financial Group, Inc
N/A—3,956-3,956-100%$450.2K———
Chilton Investment Co Inc.
N/A—3,664-3,664-100%$417.0K———
Bridgewealth Advisory Group, LLC
N/A—3,664-3,664-100%$417.0K———
Jane Street Group, LLC
N/A—3,654-3,654-100%$415.9K———
Leavell Investment Management, Inc.
N/A—3,384-3,384-100%$385.2K———
Advisory Services Network, LLC
N/A—2,750-2,750-100%$313.0K———
Mainstay Capital Management LLC
N/A—2,729-2,729-100%$310.6K———
Quantinno Capital Management LP
N/A—2,593-2,593-100%$295.2K———
Shufro Rose & Co LLC
N/A—2,500-2,500-100%$284.6K———
Cresset Asset Management, LLC
N/A—2,500-2,500-100%$284.6K———
PFG Investments, LLC
N/A—2,420-2,420-100%$275.4K———
Captrust Financial Advisors
N/A—2,373-2,373-100%$270.1K———
GTS Securities LLC
N/A—2,275-2,275-100%$258.9K———
Sequoia Financial Advisors, LLC
N/A—2,230-2,230-100%$253.8K———
Delos Wealth Advisors, LLC
N/A—2,077-2,077-100%$236.4K———
Argent Trust Co
N/A—2,068-2,068-100%$235.4K———
BlackRock, Inc.
N/A—2,041-2,041-100%$232.3K———
Pathstone Holdings, LLC
N/A—1,947-1,947-100%$221.6K———
Bank of Montreal
N/A—1,852-1,852-100%$210.8K———
Point72 Asset Management, L.P.
N/A—1,837-1,837-100%$209.1K———
First Foundation Advisors
N/A—1,835-1,835-100%$208.9K———
Exit Wealth Advisors, Llc.
N/A—1,780-1,780-100%$202.6K———
Steward Partners Investment Advisory, LLC
N/A—1,355-1,355-100%$154.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,330-1,330-100%$151.3K———
Arax Advisory Partners
N/A—1,328-1,328-100%$151.1K———
Blair William & Co
N/A—1,183-1,183-100%$134.6K———
AE Wealth Management LLC
N/A—1,018-1,018-100%$115.9K———
BFC Planning, Inc.
N/A—673-673-100%$76.6K———
Global Retirement Partners, LLC
N/A—657-657-100%$74.8K———
FWL Investment Management, LLC
N/A—642-642-100%$73.1K———
SouthState Bank Corp
N/A—390-390-100%$44.4K———
IFG Advisory, LLC
N/A—328-328-100%$37.4K———
Geneos Wealth Management Inc.
N/A—300-300-100%$34.1K———
Crews Bank & Trust
N/A—250-250-100%$28.5K———
FAS Wealth Partners, Inc.
N/A—241-241-100%$27.5K———
WealthShield Partners, LLC
N/A—225-225-100%$25.6K———
Kilter Group LLC
N/A—213-213-100%$24.2K———
TD Capital Management LLC
N/A—192-192-100%$21.9K———
Founders Financial Alliance, LLC
N/A—146-146-100%$16.6K———
Wellington-Altus USA Inc.
N/A—143-143-100%$15.4K———
O'shaughnessy Asset Management, LLC
N/A—106-106-100%$12.1K———
Glassman Wealth Services
N/A—101-101-100%$11.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—76-76-100%$8.6K———
Fiduciary Financial Advisors
N/A—53-53-100%$6.0K———
Paladin Advisory Group, LLC
N/A—51-51-100%$5.8K———
Bogart Wealth, LLC
N/A—48-48-100%$5.5K———
N.E.W. Advisory Services LLC
N/A—6-6-100%$683———
Showing 259 of 259 institutions