Invesco S&P 500 Equal Weight (RSPU)

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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Kestra Advisory Services, LLC

INCREASED

Shares114,814 from 112,864

Change+1,950 (+2%)

Value$8.0M (-$1.1M)

Filed 2026-11-02

Studio Investment Management LLC

INCREASED

Shares106,933 from 99,554

Change+7,379 (+7%)

Value$7.5M (-$580.8K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares89,331 from 84,382

Change+4,949 (+6%)

Value$6.3M (-$584.0K)

Filed 2026-11-02

Redstone Wealth Management, LLC

INCREASED

Shares57,951 from 55,141

Change+2,810 (+5%)

Value$4.1M (-$411.3K)

Filed 2026-10-20

WealthCare Investment Partners, LLC

INCREASED

Shares50,369 from 50,249

Change+120 (+0%)

Value$3.5M (-$545.8K)

Filed 2026-11-05

RM Financial Services, LLC

DECREASED

Shares50,366 from 50,927

Change-561 (-1%)

Value$3.5M (-$601.0K)

Filed 2026-11-03

Friedenthal Financial

INCREASED

Shares47,362 from 41,873

Change+5,489 (+13%)

Value$3.3M (-$77.1K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares26,203 from 28,039

Change-1,836 (-7%)

Value$1.8M (-$437.9K)

Filed 2026-10-08

Commonwealth Equity Services, LLC

DECREASED

Shares23,005 from 23,370

Change-365 (-2%)

Value$1.6M (-$283.3K)

Filed 2026-11-02

MFA Wealth Services

INCREASED

Shares19,924 from 19,868

Change+56 (+0%)

Value$1.4M (-$215.2K)

Filed 2026-10-14

Bluedoor Private Wealth, LLC

INCREASED

Shares12,059 from 11,809

Change+250 (+2%)

Value$845.3K (-$112.7K)

Filed 2026-11-05

Signature Estate & Investment Advisors LLC

INCREASED

Shares11,720 from 11,492

Change+228 (+2%)

Value$821.5K (-$110.8K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

INCREASED

Shares11,657 from 8,750

Change+2,907 (+33%)

Value$817.1K (+$107.3K)

Filed 2026-10-16

Simplicity Wealth,LLC

INCREASED

Shares10,814 from 8,549

Change+2,265 (+26%)

Value$758.1K (+$64.5K)

Filed 2026-10-23

Integrity Alliance, Llc.

INCREASED

Shares10,358 from 7,713

Change+2,645 (+34%)

Value$726.1K (+$100.3K)

Filed 2026-10-29

Perigon Wealth Management, LLC

INCREASED

Shares8,137 from 8,128

Change+9 (+0%)

Value$570.4K (-$89.0K)

Filed 2026-10-22

Sage Capital Management, LLC

INCREASED

Shares7,194 from 7,145

Change+49 (+1%)

Value$504.5K (-$75.2K)

Filed 2026-10-20

Walker Asset Management, LLC

DECREASED

Shares6,842 from 6,913

Change-71 (-1%)

Value$479.6K (-$81.2K)

Filed 2026-10-13

Joseph P. Lucia & Associates, LLC

DECREASED

Shares6,812 from 7,012

Change-200 (-3%)

Value$477.5K (-$91.4K)

Filed 2026-10-30

Lido Advisors, LLC

DECREASED

Shares6,138 from 6,519

Change-381 (-6%)

Value$430.3K (-$98.6K)

Filed 2026-11-04

Wedbush Securities Inc

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$280 (-$324.7K)

Filed 2026-10-22

Allen Capital Group, LLC

DECREASED

Shares3,888 from 3,934

Change-46 (-1%)

Value$272.5K (-$46.6K)

Filed 2026-10-27

Clearstead Advisors, LLC

NEW

Shares3,614

Change+3,614

Value$253.3K

Filed 2026-11-06

Fearless Solutions, LLC dba Best Invest

UNCHANGED

Shares3,353 from 3,353

Change0 (0%)

Value$235.0K (-$37.0K)

Filed 2026-10-14

Jacobi Capital Management LLC

INCREASED

Shares3,136 from 3,119

Change+17 (+1%)

Value$219.9K (-$33.2K)

Filed 2026-11-05

Flaharty Asset Management, LLC

DECREASED

Shares3,053 from 4,079

Change-1,026 (-25%)

Value$216.0K (-$118.2K)

Filed 2026-11-02

Financial Perspectives, Inc

UNCHANGED

Shares2,112 from 2,112

Change0 (0%)

Value$148.1K (-$23.3K)

Filed 2026-11-03

Compass Financial Management LLC

UNCHANGED

Shares1,938 from 1,938

Change0 (0%)

Value$135.9K (-$21.4K)

Filed 2026-10-30

Tradewinds Capital Management, LLC

INCREASED

Shares1,714 from 1,702

Change+12 (+1%)

Value$120.2K (-$17.9K)

Filed 2026-10-23

Private Trust Co NA

NEW

Shares1,702

Change+1,702

Value$119.3K

Filed 2026-10-20

Fifth Third Bancorp

UNCHANGED

Shares1,056 from 1,056

Change0 (0%)

Value$74.0K (-$11.6K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$56.1K (-$8.8K)

Filed 2026-10-16

Creative Financial Designs Inc

INCREASED

Shares675 from 670

Change+5 (+1%)

Value$47.3K (-$7.1K)

Filed 2026-11-04

Larson Financial Group LLC

UNCHANGED

Shares518 from 518

Change0 (0%)

Value$36.3K (-$5.7K)

Filed 2026-11-05

Harbor Asset Planning, Inc.

INCREASED

Shares422 from 419

Change+3 (+1%)

Value$29.6K (-$4.4K)

Filed 2026-10-23

Main Street Group, LTD

UNCHANGED

Shares370 from 370

Change0 (0%)

Value$25.9K (-$4.1K)

Filed 2026-10-28

Harbor Investment Advisory, LLC

UNCHANGED

Shares276 from 276

Change0 (0%)

Value$19.3K (-$3.0K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$17.5K (-$2.8K)

Filed 2026-11-04

Spire Wealth Management

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$17.5K (-$2.8K)

Filed 2026-10-30

US Bancorp \de\

DECREASED

Shares236 from 557

Change-321 (-58%)

Value$16.5K (-$28.6K)

Filed 2026-11-05

Heritage Family Offices, LLP

NEW

Shares150

Change+150

Value$10.5K

Filed 2026-11-02

CX Institutional

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$4 (-$1)

Filed 2026-10-02

Elevated Capital Advisors, LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$3.1K (-$486)

Filed 2026-11-04

Financial Network Wealth Advisors LLC

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$2.7K (-$419)

Filed 2026-10-28

AlphaCore Capital LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$911 (-$144)

Filed 2026-11-04

Simplex Trading, LLC

DECREASED

Shares10 from 62

Change-52 (-84%)

Value$701 (-$4.3K)

Filed 2026-11-04

Marshall & Sterling Wealth Advisors Inc.

CLOSED

Shares0 from 37,648

Change-37,648 (-100%)

Value$0 (-$3.1M)

Filed 2026-10-28

Wakefield Asset Management Lllp

CLOSED

Shares0 from 4,425

Change-4,425 (-100%)

Value$0 (-$359.0K)

Filed 2026-11-05

Retirement Planning Group, LLC

CLOSED

Shares0 from 2,848

Change-2,848 (-100%)

Value$0 (-$231.1K)

Filed 2026-10-19

First Heartland Consultants, Inc.

CLOSED

Shares0 from 2,669

Change-2,669 (-100%)

Value$0 (-$216.6K)

Filed 2026-10-08

Carlson Financial, Inc.

CLOSED

Shares0 from 2,658

Change-2,658 (-100%)

Value$0 (-$215.3K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 2,595

Change-2,595 (-100%)

Value$0 (-$210.6K)

Filed 2026-10-13

Focus Financial Network, Inc.

CLOSED

Shares0 from 2,579

Change-2,579 (-100%)

Value$0 (-$209.2K)

Filed 2026-10-14

Creative Planning

CLOSED

Shares0 from 2,531

Change-2,531 (-100%)

Value$0 (-$205.3K)

Filed 2026-11-02

Sigma Planning Corp

CLOSED

Shares0 from 2,529

Change-2,529 (-100%)

Value$0 (-$205.2K)

Filed 2026-10-23

International Assets Investment Management, LLC

CLOSED

Shares0 from 713

Change-713 (-100%)

Value$0 (-$57.2K)

Filed 2026-11-02

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 75

Change-75 (-100%)

Value$0 (-$6.2K)

Filed 2026-10-14

LPL Financial LLC

N/A

Shares— from 593,610

Change-593,610 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 420,124

Change-420,124 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 219,208

Change-219,208 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 164,273

Change-164,273 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 122,710

Change-122,710 (-100%)

Value—

Denver Wealth Management, Inc.

N/A

Shares— from 105,068

Change-105,068 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 64,966

Change-64,966 (-100%)

Value—

UBS Group AG

N/A

Shares— from 49,511

Change-49,511 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 41,286

Change-41,286 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 39,555

Change-39,555 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 34,748

Change-34,748 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 33,107

Change-33,107 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 32,496

Change-32,496 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 32,313

Change-32,313 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 31,345

Change-31,345 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 29,201

Change-29,201 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 23,395

Change-23,395 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 23,390

Change-23,390 (-100%)

Value—

Orographic Financial Advisors, LLC

N/A

Shares— from 21,446

Change-21,446 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 20,212

Change-20,212 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 18,777

Change-18,777 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 18,386

Change-18,386 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 18,187

Change-18,187 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 17,920

Change-17,920 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 17,492

Change-17,492 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 13,697

Change-13,697 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 13,177

Change-13,177 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 12,245

Change-12,245 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 11,656

Change-11,656 (-100%)

Value—

Stephens Inc

N/A

Shares— from 11,258

Change-11,258 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 9,833

Change-9,833 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,780

Change-8,780 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 8,300

Change-8,300 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 6,924

Change-6,924 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,561

Change-6,561 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 6,103

Change-6,103 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 6,053

Change-6,053 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,312

Change-5,312 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 5,240

Change-5,240 (-100%)

Value—

Financial Freedom, LLC

N/A

Shares— from 5,159

Change-5,159 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,062

Change-5,062 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,913

Change-4,913 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 4,891

Change-4,891 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 4,697

Change-4,697 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 4,296

Change-4,296 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,044

Change-4,044 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 3,016

Change-3,016 (-100%)

Value—

Jackson Wealth Management, LLC

N/A

Shares— from 2,956

Change-2,956 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,713

Change-2,713 (-100%)

Value—

Planning Directions Inc

N/A

Shares— from 2,614

Change-2,614 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 2,520

Change-2,520 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,512

Change-2,512 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 2,480

Change-2,480 (-100%)

Value—

Stelac Advisory Services LLC

N/A

Shares— from 2,145

Change-2,145 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,925

Change-1,925 (-100%)

Value—

Liberty One Investment Management, LLC

N/A

Shares— from 1,753

Change-1,753 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,640

Change-1,640 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,273

Change-1,273 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,154

Change-1,154 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 910

Change-910 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 602

Change-602 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 510

Change-510 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 487

Change-487 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 470

Change-470 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 340

Change-340 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 280

Change-280 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 277

Change-277 (-100%)

Value—

Top Private Wealth Llc.

N/A

Shares— from 267

Change-267 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 244

Change-244 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 130

Change-130 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 106

Change-106 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 75

Change-75 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 60

Change-60 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 2

Change-2 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Kestra Advisory Services, LLC	INCREASED	114,814	112,864	+1,950	+2%	$9.2M	$8.0M	-$1.1M	2026-11-02
Studio Investment Management LLC	INCREASED	106,933	99,554	+7,379	+7%	$8.1M	$7.5M	-$580.8K	2026-10-22
Cambridge Investment Research Advisors, Inc.	INCREASED	89,331	84,382	+4,949	+6%	$6.8M	$6.3M	-$584.0K	2026-11-02
Redstone Wealth Management, LLC	INCREASED	57,951	55,141	+2,810	+5%	$4.5M	$4.1M	-$411.3K	2026-10-20
WealthCare Investment Partners, LLC	INCREASED	50,369	50,249	+120	+0%	$4.1M	$3.5M	-$545.8K	2026-11-05
RM Financial Services, LLC	DECREASED	50,366	50,927	-561	-1%	$4.1M	$3.5M	-$601.0K	2026-11-03
Friedenthal Financial	INCREASED	47,362	41,873	+5,489	+13%	$3.4M	$3.3M	-$77.1K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	26,203	28,039	-1,836	-7%	$2.3M	$1.8M	-$437.9K	2026-10-08
Commonwealth Equity Services, LLC	DECREASED	23,005	23,370	-365	-2%	$1.9M	$1.6M	-$283.3K	2026-11-02
MFA Wealth Services	INCREASED	19,924	19,868	+56	+0%	$1.6M	$1.4M	-$215.2K	2026-10-14
Bluedoor Private Wealth, LLC	INCREASED	12,059	11,809	+250	+2%	$958.1K	$845.3K	-$112.7K	2026-11-05
Signature Estate & Investment Advisors LLC	INCREASED	11,720	11,492	+228	+2%	$932.3K	$821.5K	-$110.8K	2026-10-13
Concurrent Investment Advisors, LLC	INCREASED	11,657	8,750	+2,907	+33%	$709.9K	$817.1K	+$107.3K	2026-10-16
Simplicity Wealth,LLC	INCREASED	10,814	8,549	+2,265	+26%	$693.5K	$758.1K	+$64.5K	2026-10-23
Integrity Alliance, Llc.	INCREASED	10,358	7,713	+2,645	+34%	$625.8K	$726.1K	+$100.3K	2026-10-29
Perigon Wealth Management, LLC	INCREASED	8,137	8,128	+9	+0%	$659.4K	$570.4K	-$89.0K	2026-10-22
Sage Capital Management, LLC	INCREASED	7,194	7,145	+49	+1%	$579.7K	$504.5K	-$75.2K	2026-10-20
Walker Asset Management, LLC	DECREASED	6,842	6,913	-71	-1%	$560.9K	$479.6K	-$81.2K	2026-10-13
Joseph P. Lucia & Associates, LLC	DECREASED	6,812	7,012	-200	-3%	$568.9K	$477.5K	-$91.4K	2026-10-30
Lido Advisors, LLC	DECREASED	6,138	6,519	-381	-6%	$528.9K	$430.3K	-$98.6K	2026-11-04
Wedbush Securities Inc	UNCHANGED	4,000	4,000	0	0%	$325.0K	$280	-$324.7K	2026-10-22
Allen Capital Group, LLC	DECREASED	3,888	3,934	-46	-1%	$319.2K	$272.5K	-$46.6K	2026-10-27
Clearstead Advisors, LLC	NEW	3,614	—	+3,614	—	—	$253.3K	—	2026-11-06
Fearless Solutions, LLC dba Best Invest	UNCHANGED	3,353	3,353	0	0%	$272.0K	$235.0K	-$37.0K	2026-10-14
Jacobi Capital Management LLC	INCREASED	3,136	3,119	+17	+1%	$253.1K	$219.9K	-$33.2K	2026-11-05
Flaharty Asset Management, LLC	DECREASED	3,053	4,079	-1,026	-25%	$334.2K	$216.0K	-$118.2K	2026-11-02
Financial Perspectives, Inc	UNCHANGED	2,112	2,112	0	0%	$171.3K	$148.1K	-$23.3K	2026-11-03
Compass Financial Management LLC	UNCHANGED	1,938	1,938	0	0%	$157.2K	$135.9K	-$21.4K	2026-10-30
Tradewinds Capital Management, LLC	INCREASED	1,714	1,702	+12	+1%	$138.1K	$120.2K	-$17.9K	2026-10-23
Private Trust Co NA	NEW	1,702	—	+1,702	—	—	$119.3K	—	2026-10-20
Fifth Third Bancorp	UNCHANGED	1,056	1,056	0	0%	$85.7K	$74.0K	-$11.6K	2026-11-05
IFP Advisors, Inc	UNCHANGED	800	800	0	0%	$64.9K	$56.1K	-$8.8K	2026-10-16
Creative Financial Designs Inc	INCREASED	675	670	+5	+1%	$54.4K	$47.3K	-$7.1K	2026-11-04
Larson Financial Group LLC	UNCHANGED	518	518	0	0%	$42.0K	$36.3K	-$5.7K	2026-11-05
Harbor Asset Planning, Inc.	INCREASED	422	419	+3	+1%	$34.0K	$29.6K	-$4.4K	2026-10-23
Main Street Group, LTD	UNCHANGED	370	370	0	0%	$30.0K	$25.9K	-$4.1K	2026-10-28
Harbor Investment Advisory, LLC	UNCHANGED	276	276	0	0%	$22.4K	$19.3K	-$3.0K	2026-10-13
EverSource Wealth Advisors, LLC	UNCHANGED	250	250	0	0%	$20.3K	$17.5K	-$2.8K	2026-11-04
Spire Wealth Management	UNCHANGED	250	250	0	0%	$20.3K	$17.5K	-$2.8K	2026-10-30
US Bancorp \de\	DECREASED	236	557	-321	-58%	$45.2K	$16.5K	-$28.6K	2026-11-05
Heritage Family Offices, LLP	NEW	150	—	+150	—	—	$10.5K	—	2026-11-02
CX Institutional	UNCHANGED	61	61	0	0%	$5	$4	-$1	2026-10-02
Elevated Capital Advisors, LLC	UNCHANGED	44	44	0	0%	$3.6K	$3.1K	-$486	2026-11-04
Financial Network Wealth Advisors LLC	UNCHANGED	38	38	0	0%	$3.1K	$2.7K	-$419	2026-10-28
AlphaCore Capital LLC	UNCHANGED	13	13	0	0%	$1.1K	$911	-$144	2026-11-04
Simplex Trading, LLC	DECREASED	10	62	-52	-84%	$5.0K	$701	-$4.3K	2026-11-04
Marshall & Sterling Wealth Advisors Inc.	CLOSED	0	37,648	-37,648	-100%	$3.1M	$0	-$3.1M	2026-10-28
Wakefield Asset Management Lllp	CLOSED	0	4,425	-4,425	-100%	$359.0K	$0	-$359.0K	2026-11-05
Retirement Planning Group, LLC	CLOSED	0	2,848	-2,848	-100%	$231.1K	$0	-$231.1K	2026-10-19
First Heartland Consultants, Inc.	CLOSED	0	2,669	-2,669	-100%	$216.6K	$0	-$216.6K	2026-10-08
Carlson Financial, Inc.	CLOSED	0	2,658	-2,658	-100%	$215.3K	$0	-$215.3K	2026-11-05
Wealth Enhancement Advisory Services, LLC	CLOSED	0	2,595	-2,595	-100%	$210.6K	$0	-$210.6K	2026-10-13
Focus Financial Network, Inc.	CLOSED	0	2,579	-2,579	-100%	$209.2K	$0	-$209.2K	2026-10-14
Creative Planning	CLOSED	0	2,531	-2,531	-100%	$205.3K	$0	-$205.3K	2026-11-02
Sigma Planning Corp	CLOSED	0	2,529	-2,529	-100%	$205.2K	$0	-$205.2K	2026-10-23
International Assets Investment Management, LLC	CLOSED	0	713	-713	-100%	$57.2K	$0	-$57.2K	2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	75	-75	-100%	$6.2K	$0	-$6.2K	2026-10-14
LPL Financial LLC	N/A	—	593,610	-593,610	-100%	$48.2M	—	—	—
Bank of America Corp	N/A	—	420,124	-420,124	-100%	$34.1M	—	—	—
Morgan Stanley	N/A	—	219,208	-219,208	-100%	$17.8M	—	—	—
Raymond James Financial Inc	N/A	—	164,273	-164,273	-100%	$13.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	122,710	-122,710	-100%	$10.0M	—	—	—
Denver Wealth Management, Inc.	N/A	—	105,068	-105,068	-100%	$8.5M	—	—	—
Ameriprise Financial Inc	N/A	—	64,966	-64,966	-100%	$5.3M	—	—	—
UBS Group AG	N/A	—	49,511	-49,511	-100%	$4.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	41,286	-41,286	-100%	$3.4M	—	—	—
Advisory Services Network, LLC	N/A	—	39,555	-39,555	-100%	$3.2M	—	—	—
JPMorgan Chase & Co	N/A	—	34,748	-34,748	-100%	$2.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	33,107	-33,107	-100%	$2.7M	—	—	—
Wells Fargo & Company	N/A	—	32,496	-32,496	-100%	$2.6M	—	—	—
Harbour Investments, Inc.	N/A	—	32,313	-32,313	-100%	$2.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	31,345	-31,345	-100%	$2.5M	—	—	—
Dakota Wealth Management	N/A	—	29,201	-29,201	-100%	$2.4M	—	—	—
Cetera Investment Advisers	N/A	—	23,395	-23,395	-100%	$1.9M	—	—	—
NewEdge Advisors, LLC	N/A	—	23,390	-23,390	-100%	$1.9M	—	—	—
Orographic Financial Advisors, LLC	N/A	—	21,446	-21,446	-100%	$1.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	20,212	-20,212	-100%	$1.6M	—	—	—
World Investment Advisors	N/A	—	18,777	-18,777	-100%	$1.5M	—	—	—
Modern Wealth Management, LLC	N/A	—	18,386	-18,386	-100%	$1.5M	—	—	—
Stifel Financial Corp	N/A	—	18,187	-18,187	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	17,920	-17,920	-100%	$1.5M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	17,492	-17,492	-100%	$1.4M	—	—	—
First Trust Advisors LP	N/A	—	13,697	-13,697	-100%	$1.1M	—	—	—
Scotia Capital Inc.	N/A	—	13,177	-13,177	-100%	$1.1M	—	—	—
Waverly Advisors, LLC	N/A	—	12,245	-12,245	-100%	$993.4K	—	—	—
Pacific SUN Financial Corp	N/A	—	11,656	-11,656	-100%	$945.7K	—	—	—
Stephens Inc	N/A	—	11,258	-11,258	-100%	$913.4K	—	—	—
Berger Financial Group, Inc	N/A	—	9,833	-9,833	-100%	$797.7K	—	—	—
Private Advisor Group, LLC	N/A	—	8,780	-8,780	-100%	$712.3K	—	—	—
Focus Partners Wealth	N/A	—	8,300	-8,300	-100%	$673.4K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	6,924	-6,924	-100%	$561.7K	—	—	—
MML Investors Services, LLC	N/A	—	6,561	-6,561	-100%	$532.3K	—	—	—
HighTower Advisors, LLC	N/A	—	6,103	-6,103	-100%	$495.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	6,053	-6,053	-100%	$491.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,312	-5,312	-100%	$431.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	5,240	-5,240	-100%	$425.1K	—	—	—
Financial Freedom, LLC	N/A	—	5,159	-5,159	-100%	$418.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,062	-5,062	-100%	$410.7K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,913	-4,913	-100%	$398.6K	—	—	—
Money Concepts Capital Corp	N/A	—	4,891	-4,891	-100%	$396.8K	—	—	—
Nova Wealth Management, Inc.	N/A	—	4,697	-4,697	-100%	$381.1K	—	—	—
Snowden Capital Advisors LLC	N/A	—	4,296	-4,296	-100%	$348.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,044	-4,044	-100%	$328.0K	—	—	—
Advisory Alpha, LLC	N/A	—	3,016	-3,016	-100%	$244.8K	—	—	—
Jackson Wealth Management, LLC	N/A	—	2,956	-2,956	-100%	$240.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,713	-2,713	-100%	$220.1K	—	—	—
Planning Directions Inc	N/A	—	2,614	-2,614	-100%	$212.1K	—	—	—
Mutual Advisors, LLC	N/A	—	2,520	-2,520	-100%	$204.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	2,512	-2,512	-100%	$203.8K	—	—	—
XTX Topco Ltd	N/A	—	2,480	-2,480	-100%	$201.2K	—	—	—
Stelac Advisory Services LLC	N/A	—	2,145	-2,145	-100%	$174.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,925	-1,925	-100%	$156.2K	—	—	—
Liberty One Investment Management, LLC	N/A	—	1,753	-1,753	-100%	$142.2K	—	—	—
FMR LLC	N/A	—	1,640	-1,640	-100%	$133.1K	—	—	—
Allworth Financial LP	N/A	—	1,273	-1,273	-100%	$103.3K	—	—	—
Capital Analysts, LLC	N/A	—	1,154	-1,154	-100%	$94.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	910	-910	-100%	$73.8K	—	—	—
Hollencrest Capital Management	N/A	—	602	-602	-100%	$48.8K	—	—	—
Arax Advisory Partners	N/A	—	510	-510	-100%	$41.4K	—	—	—
IFG Advisory, LLC	N/A	—	487	-487	-100%	$39.5K	—	—	—
AE Wealth Management LLC	N/A	—	470	-470	-100%	$38.1K	—	—	—
National Bank of Canada	N/A	—	340	-340	-100%	$27.6K	—	—	—
Basepoint Wealth LLC	N/A	—	280	-280	-100%	$22.7K	—	—	—
Bank of Montreal	N/A	—	277	-277	-100%	$22.2K	—	—	—
Top Private Wealth Llc.	N/A	—	267	-267	-100%	$21.6K	—	—	—
Allied Private Wealth LLC	N/A	—	244	-244	-100%	$19.9K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	130	-130	-100%	$10.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	106	-106	-100%	$9	—	—	—
Aptus Capital Advisors, LLC	N/A	—	100	-100	-100%	$8.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	75	-75	-100%	$6.1K	—	—	—
Qube Research & Technologies Ltd	N/A	—	60	-60	-100%	$4.9K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	10	-10	-100%	$811	—	—	—
HHM Wealth Advisors, LLC	N/A	—	3	-3	-100%	$244	—	—	—
Fiduciary Financial Advisors	N/A	—	2	-2	-100%	$162	—	—	—
Howe & Rusling Inc	N/A	—	2	-2	-100%	$169	—	—	—

Showing 135 of 135 institutions