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Invesco Buyback Achievers ET (PKW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares465,214 from 465,875
Change-661 (0%)
Value$66.6M (+$567.1K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares107,407 from 104,991
Change+2,416 (+2%)
Value$15.4M (+$495.0K)
Filed 2026-11-02
Curtis Advisory Group, LLC
INCREASED
Shares81,563 from 81,437
Change+126 (+0%)
Value$11.7M (+$133.7K)
Filed 2026-10-28
Triton Wealth Management, Pllc
INCREASED
Shares79,795 from 77,833
Change+1,962 (+3%)
Value$12.0M (+$1.0M)
Filed 2026-11-04
Resonant Capital Advisors, LLC
UNCHANGED
Shares61,405 from 61,405
Change0 (0%)
Value$8.8M (+$87.2K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED
Shares59,400 from 58,527
Change+873 (+1%)
Value$7.6M (+$122.6K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares57,875 from 61,128
Change-3,253 (-5%)
Value$8.3M (-$378.6K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED
Shares47,986 from 47,688
Change+298 (+1%)
Value$6.9M (+$110.3K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares40,026 from 32,404
Change+7,622 (+24%)
Value$4.3M (+$1.1M)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares33,490 from 33,135
Change+355 (+1%)
Value$4.8M (+$98.0K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares30,805 from 31,236
Change-431 (-1%)
Value$4.4M (-$17.3K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares30,575 from 44,227
Change-13,652 (-31%)
Value$4.4M (-$1.9M)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares28,589 from 88,373
Change-59,784 (-68%)
Value$4.1M (-$8.4M)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares28,327 from 27,284
Change+1,043 (+4%)
Value$4.3M (+$266.2K)
Filed 2026-11-02
Titiun Yejiel
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$3.6M (+$35.5K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
DECREASED
Shares23,913 from 24,733
Change-820 (-3%)
Value$3.4M (-$82.2K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares22,412 from 21,262
Change+1,150 (+5%)
Value$3.2M (+$194.6K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
INCREASED
Shares21,155 from 18,640
Change+2,515 (+13%)
Value$3.0M (+$386.3K)
Filed 2026-10-14
Breakwater Capital Group
DECREASED
Shares20,395 from 20,898
Change-503 (-2%)
Value$2.9M (-$42.2K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
UNCHANGED
Shares18,287 from 18,287
Change0 (0%)
Value$2.6M (+$26.0K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares16,261 from 16,941
Change-680 (-4%)
Value$2.3M (-$73.3K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares16,043 from 3,706
Change+12,337 (+333%)
Value$2.3M (+$1.8M)
Filed 2026-11-06
Carnegie Investment Counsel
INCREASED
Shares15,412 from 15,262
Change+150 (+1%)
Value$2.2M (+$43.1K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares13,471 from 14,046
Change-575 (-4%)
Value$1.9M (-$62.4K)
Filed 2026-10-08
Hudock, Inc.
DECREASED
Shares11,344 from 40,910
Change-29,566 (-72%)
Value$1.6M (-$4.2M)
Filed 2026-10-14
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares11,208 from 17,415
Change-6,207 (-36%)
Value$1.6M (-$863.4K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares10,510 from 10,133
Change+377 (+4%)
Value$1.5M (+$96.8K)
Filed 2026-10-13
truNorth Financial Services, Inc.
INCREASED
Shares10,477 from 10,442
Change+35 (+0%)
Value$1.5M (+$19.9K)
Filed 2026-11-06
BankPlus Trust Department
DECREASED
Shares9,817 from 10,022
Change-205 (-2%)
Value$1.4M (-$15.1K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares9,658 from 9,657
Change+1 (+0%)
Value$1.4M (+$13.8K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares9,656 from 10,399
Change-743 (-7%)
Value$1.4M (-$91.5K)
Filed 2026-11-04
Stegent Equity Advisors, Inc.
DECREASED
Shares9,542 from 18,724
Change-9,182 (-49%)
Value$1.4M (-$1.3M)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED
Shares9,309 from 9,022
Change+287 (+3%)
Value$403.9K (-$65.9K)
Filed 2026-11-04
Kendall Capital Management
INCREASED
Shares9,274 from 9,210
Change+64 (+1%)
Value$1.3M (+$22.2K)
Filed 2026-10-23
Banque de Luxembourg S.A.
UNCHANGED
Shares9,227 from 9,227
Change0 (0%)
Value$1.3M (+$13.1K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares8,947 from 2,024
Change+6,923 (+342%)
Value$1.3M (+$993.5K)
Filed 2026-10-23
Roman Butler Fullerton & Co
DECREASED
Shares8,775 from 8,948
Change-173 (-2%)
Value$1.3M (+$11.9K)
Filed 2026-10-27
Destiny Wealth Partners, LLC
INCREASED
Shares8,618 from 7,103
Change+1,515 (+21%)
Value$1.3M (+$260.7K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares8,063 from 8,368
Change-305 (-4%)
Value$1.2M (-$31.9K)
Filed 2026-11-04
Financial & Tax Architects, LLC
INCREASED
Shares7,713 from 2,088
Change+5,625 (+269%)
Value$1.1M (+$807.8K)
Filed 2026-10-15
Stackstone Wealth, LLC
NEW
Shares7,170
Change+7,170
Value$1.0M
Filed 2026-10-19
Wedmont Private Capital
UNCHANGED
Shares7,049 from 7,049
Change0 (0%)
Value$1.0M (+$23.9K)
Filed 2026-10-09
Collaborative Wealth Managment Inc.
UNCHANGED
Shares6,959 from 6,959
Change0 (0%)
Value$995.7K (+$9.9K)
Filed 2026-11-06
S.A. Mason LLC
UNCHANGED
Shares6,701 from 6,701
Change0 (0%)
Value$958.8K (+$9.5K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares6,634 from 3,934
Change+2,700 (+69%)
Value$949.3K (+$392.0K)
Filed 2026-11-06
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares6,329 from 6,329
Change0 (0%)
Value$905.6K (+$9.0K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares5,428 from 5,334
Change+94 (+2%)
Value$776.6K (+$21.0K)
Filed 2026-10-15
Optima Capital LLC
DECREASED
Shares4,881 from 4,977
Change-96 (-2%)
Value$698.4K (-$6.6K)
Filed 2026-10-29
Navigation Group, LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$672.5K (+$6.7K)
Filed 2026-10-28
15 Wealth Advisors LLC
NEW
Shares4,285
Change+4,285
Value$613.1K
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares4,162 from 4,148
Change+14 (+0%)
Value$595.5K (+$7.9K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares4,142 from 4,312
Change-170 (-4%)
Value$592.6K (-$18.2K)
Filed 2026-10-30
Vise Technologies, Inc.
NEW
Shares4,040
Change+4,040
Value$578.0K
Filed 2026-10-29
Capital Advisors, Ltd. LLC
DECREASED
Shares4,017 from 4,206
Change-189 (-4%)
Value$575.0K (+$574.4K)
Filed 2026-10-27
Sensible Money, LLC
UNCHANGED
Shares3,982 from 3,982
Change0 (0%)
Value$569.7K (+$5.7K)
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares3,982 from 3,982
Change0 (0%)
Value$569.7K (+$5.7K)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED
Shares3,971 from 4,216
Change-245 (-6%)
Value$568.2K (-$29.0K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares3,813 from 4,125
Change-312 (-8%)
Value$545.6K (-$38.7K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares3,782 from 3,728
Change+54 (+1%)
Value$541.1K (+$13.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares3,225 from 3,891
Change-666 (-17%)
Value$461.4K (-$89.9K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares3,214 from 3,214
Change0 (0%)
Value$459.9K (+$4.6K)
Filed 2026-11-05
Capstone Wealth Management Group, Inc.
INCREASED
Shares3,181 from 3,179
Change+2 (+0%)
Value$455.1K (+$4.7K)
Filed 2026-10-19
Means Investment Co., Inc.
DECREASED
Shares3,137 from 3,237
Change-100 (-3%)
Value$448.9K (-$9.6K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares3,116 from 2,066
Change+1,050 (+51%)
Value$445.8K (+$153.2K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares3,031 from 3,116
Change-85 (-3%)
Value$431.4K (-$10.0K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares3,024 from 5,639
Change-2,615 (-46%)
Value$454.2K (-$353.3K)
Filed 2026-10-27
JBR Co Financial Management Inc
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$420.4K (+$1.8K)
Filed 2026-10-13
Avantra Family Wealth, Inc.
DECREASED
Shares2,946 from 2,952
Change-6 (0%)
Value$421.5K (+$3.3K)
Filed 2026-10-20
Prospera Financial Services Inc
UNCHANGED
Shares2,913 from 2,913
Change0 (0%)
Value$438.9K (+$25.9K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$401.2K (+$4.0K)
Filed 2026-11-05
Integrity Wealth Partners, LLC
NEW
Shares2,664
Change+2,664
Value$381.2K
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares2,642 from 2,642
Change0 (0%)
Value$374.2K ($0)
Filed 2026-11-06
American Institute for Advanced Investment Management, LLP
DECREASED
Shares2,625 from 2,675
Change-50 (-2%)
Value$375.6K (-$3.4K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$372.6K (+$3.7K)
Filed 2026-10-26
Asset One Wealth Management LLC
DECREASED
Shares2,592 from 12,007
Change-9,415 (-78%)
Value$370.9K (-$1.4M)
Filed 2026-11-02
Reicon Wealth Advisors, LLC
INCREASED
Shares2,508 from 2,428
Change+80 (+3%)
Value$358.8K (+$14.9K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$357.7K (+$3.6K)
Filed 2026-10-27
WBH Advisory Inc
UNCHANGED
Shares2,341 from 2,341
Change0 (0%)
Value$335.0K (+$3.3K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$322.4K (+$3.2K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares2,171 from 2,171
Change0 (0%)
Value$310.6K (+$3.1K)
Filed 2026-10-26
Aaron Wealth Advisors LLC
DECREASED
Shares2,128 from 2,140
Change-12 (-1%)
Value$304.5K (+$1.3K)
Filed 2026-10-13
PFG Advisors
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$304.0K (+$3.0K)
Filed 2026-10-16
Aspect Partners, LLC
INCREASED
Shares2,118 from 2,115
Change+3 (+0%)
Value$303.1K (+$3.5K)
Filed 2026-10-20
Mission Wealth Management, LP
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$286.2K (+$2.8K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares1,796 from 1,808
Change-12 (-1%)
Value$257.0K (+$851)
Filed 2026-10-21
Sentry LLC
UNCHANGED
Shares1,788 from 1,788
Change0 (0%)
Value$255.8K (+$2.5K)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares1,751 from 1,751
Change0 (0%)
Value$250.5K (+$2.5K)
Filed 2026-10-21
Wedbush Securities Inc
UNCHANGED
Shares1,751 from 1,751
Change0 (0%)
Value$251 (-$247.7K)
Filed 2026-10-22
Level Four Advisory Services, LLC
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$234.8K (+$2.3K)
Filed 2026-11-06
TPG Advisors LLC
UNCHANGED
Shares1,609 from 1,609
Change0 (0%)
Value$230.2K (+$2.3K)
Filed 2026-10-16
Tactive Advisors, LLC
DECREASED
Shares1,596 from 1,681
Change-85 (-5%)
Value$228.3K (-$9.7K)
Filed 2026-10-08
Novem Group
DECREASED
Shares1,542 from 1,649
Change-107 (-6%)
Value$220.6K (-$13.1K)
Filed 2026-10-19
Savant Capital, LLC
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$219.1K (+$2.2K)
Filed 2026-11-06
Saxon Interests, Inc.
NEW
Shares1,497
Change+1,497
Value$214.2K
Filed 2026-10-26
Burk Holdings LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$200.3K (+$2.0K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares1,372 from 1,423
Change-51 (-4%)
Value$196.3K (-$5.4K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares1,250
Change+1,250
Value$178.9K
Filed 2026-11-05
Main Street Group, LTD
INCREASED
Shares1,247 from 606
Change+641 (+106%)
Value$178.5K (+$92.6K)
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares1,199 from 1,233
Change-34 (-3%)
Value$171.6K (-$3.1K)
Filed 2026-10-20
True Wealth Design, LLC
DECREASED
Shares1,000 from 1,041
Change-41 (-4%)
Value$143.1K (-$4.4K)
Filed 2026-10-13
Larson Financial Group LLC
UNCHANGED
Shares811 from 811
Change0 (0%)
Value$116.1K (+$1.2K)
Filed 2026-11-05
Bangor Savings Bank
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$109.5K (+$1.1K)
Filed 2026-10-06
Tsfg, LLC
DECREASED
Shares634 from 4,919
Change-4,285 (-87%)
Value$91 (-$696.9K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares537 from 536
Change+1 (+0%)
Value$77 (+$1)
Filed 2026-10-02
Marquette Asset Management, LLC
NEW
Shares500
Change+500
Value$71.5K
Filed 2026-10-09
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$72.2K (+$747)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares496 from 695
Change-199 (-29%)
Value$71.0K (-$27.5K)
Filed 2026-10-16
Salomon & Ludwin, LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$66.7K (+$380)
Filed 2026-10-29
Assetmark, Inc
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$62.5K (+$621)
Filed 2026-10-21
Axiom Investment Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$57.2K (+$568)
Filed 2026-11-03
Grove Bank & Trust
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$42.9K (+$426)
Filed 2026-10-08
Russell Investments Group, Ltd.
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$41.6K (+$413)
Filed 2026-11-06
Creative Capital Management Investments LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$41.2K (+$409)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$41.1K (+$408)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares281 from 331
Change-50 (-15%)
Value$40.2K (-$6.7K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
NEW
Shares256
Change+256
Value$36.6K
Filed 2026-10-07
TD Waterhouse Canada Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$36.2K (+$620)
Filed 2026-10-16
Costello Asset Management, Inc
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$31.0K (+$328)
Filed 2026-10-30
Goodman Advisory Group, LLC
NEW
Shares207
Change+207
Value$29.6K
Filed 2026-11-02
Edgemoor Investment Advisors, Inc.
NEW
Shares146
Change+146
Value$20.9K
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$15.7K (+$156)
Filed 2026-10-07
Rossby Financial, LCC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$14.9K (+$147)
Filed 2026-11-05
Kroeger Financial Partners
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$12.3K (+$122)
Filed 2026-10-19
Kozak & Associates, Inc.
DECREASED
Shares57 from 60
Change-3 (-5%)
Value$8.6K (-$2)
Filed 2026-10-29
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.2K (+$71)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$573 (+$6)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$25
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 29,516
Change-29,516 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-26
Del-Sette Capital Management, LLC
CLOSED
Shares0 from 16,080
Change-16,080 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-23
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,516
Change-1,516 (-100%)
Value$0 (-$214.8K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 1,434
Change-1,434 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$133.7K)
Filed 2026-11-02
Barclays PLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$47.6K)
Filed 2026-11-06
Noble Wealth Management PBC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-01
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$14.2K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 832,827
Change-832,827 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 360,719
Change-360,719 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 322,879
Change-322,879 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 224,437
Change-224,437 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 202,461
Change-202,461 (-100%)
Value—
UBS Group AG
N/A
Shares— from 176,638
Change-176,638 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 70,893
Change-70,893 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 68,600
Change-68,600 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 62,615
Change-62,615 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 56,816
Change-56,816 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 51,561
Change-51,561 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 51,046
Change-51,046 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 47,969
Change-47,969 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 47,208
Change-47,208 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 43,449
Change-43,449 (-100%)
Value—
FMR LLC
N/A
Shares— from 43,149
Change-43,149 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 36,301
Change-36,301 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 36,101
Change-36,101 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 33,405
Change-33,405 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 33,278
Change-33,278 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 33,150
Change-33,150 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 30,746
Change-30,746 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,991
Change-26,991 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,806
Change-21,806 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 19,711
Change-19,711 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,643
Change-19,643 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 16,051
Change-16,051 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 15,839
Change-15,839 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 15,385
Change-15,385 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 15,211
Change-15,211 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,773
Change-12,773 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 12,513
Change-12,513 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,309
Change-10,309 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,582
Change-9,582 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,531
Change-9,531 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,412
Change-9,412 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
&partners
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 8,414
Change-8,414 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,237
Change-6,237 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,179
Change-6,179 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,964
Change-5,964 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 505
Change-505 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 451
Change-451 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 400
Change-400 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 126
Change-126 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 125
Change-125 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 102
Change-102 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 45
Change-45 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17
Change-17 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
LPL Financial LLC
DECREASED465,214465,875-6610%$66.0M$66.6M+$567.1K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED107,407104,991+2,416+2%$14.9M$15.4M+$495.0K2026-11-02
Curtis Advisory Group, LLC
INCREASED81,56381,437+126+0%$11.5M$11.7M+$133.7K2026-10-28
Triton Wealth Management, Pllc
INCREASED79,79577,833+1,962+3%$11.0M$12.0M+$1.0M2026-11-04
Resonant Capital Advisors, LLC
UNCHANGED61,40561,40500%$8.7M$8.8M+$87.2K2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED59,40058,527+873+1%$7.5M$7.6M+$122.6K2026-10-21
Truist Financial Corp
DECREASED57,87561,128-3,253-5%$8.7M$8.3M-$378.6K2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED47,98647,688+298+1%$6.8M$6.9M+$110.3K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED40,02632,404+7,622+24%$3.2M$4.3M+$1.1M2026-10-13
Cornerstone Wealth Management, LLC
INCREASED33,49033,135+355+1%$4.7M$4.8M+$98.0K2026-11-04
Kestra Advisory Services, LLC
DECREASED30,80531,236-431-1%$4.4M$4.4M-$17.3K2026-11-02
Commonwealth Equity Services, LLC
DECREASED30,57544,227-13,652-31%$6.3M$4.4M-$1.9M2026-11-02
Koshinski Asset Management, Inc.
DECREASED28,58988,373-59,784-68%$12.5M$4.1M-$8.4M2026-10-29
Sovran Advisors, LLC
INCREASED28,32727,284+1,043+4%$4.0M$4.3M+$266.2K2026-11-02
Titiun Yejiel
UNCHANGED25,00025,00000%$3.5M$3.6M+$35.5K2026-11-06
GHP Investment Advisors, Inc.
DECREASED23,91324,733-820-3%$3.5M$3.4M-$82.2K2026-10-15
Creative Planning
INCREASED22,41221,262+1,150+5%$3.0M$3.2M+$194.6K2026-11-02
Tempus Wealth Planning, LLC
INCREASED21,15518,640+2,515+13%$2.6M$3.0M+$386.3K2026-10-14
Breakwater Capital Group
DECREASED20,39520,898-503-2%$3.0M$2.9M-$42.2K2026-10-09
Flagship Harbor Advisors, LLC
UNCHANGED18,28718,28700%$2.6M$2.6M+$26.0K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED16,26116,941-680-4%$2.4M$2.3M-$73.3K2026-11-05
Merit Financial Group, LLC
INCREASED16,0433,706+12,337+333%$525.0K$2.3M+$1.8M2026-11-06
Carnegie Investment Counsel
INCREASED15,41215,262+150+1%$2.2M$2.2M+$43.1K2026-10-20
Farther Finance Advisors, LLC
DECREASED13,47114,046-575-4%$2.0M$1.9M-$62.4K2026-10-08
Hudock, Inc.
DECREASED11,34440,910-29,566-72%$5.8M$1.6M-$4.2M2026-10-14
Pacific Wealth Strategies Group, Inc.
DECREASED11,20817,415-6,207-36%$2.5M$1.6M-$863.4K2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED10,51010,133+377+4%$1.4M$1.5M+$96.8K2026-10-13
truNorth Financial Services, Inc.
INCREASED10,47710,442+35+0%$1.5M$1.5M+$19.9K2026-11-06
BankPlus Trust Department
DECREASED9,81710,022-205-2%$1.4M$1.4M-$15.1K2026-11-06
Bank of New York Mellon Corp
INCREASED9,6589,657+1+0%$1.4M$1.4M+$13.8K2026-11-05
Citigroup Inc
DECREASED9,65610,399-743-7%$1.5M$1.4M-$91.5K2026-11-04
Stegent Equity Advisors, Inc.
DECREASED9,54218,724-9,182-49%$2.7M$1.4M-$1.3M2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED9,3099,022+287+3%$469.8K$403.9K-$65.9K2026-11-04
Kendall Capital Management
INCREASED9,2749,210+64+1%$1.3M$1.3M+$22.2K2026-10-23
Banque de Luxembourg S.A.
UNCHANGED9,2279,22700%$1.3M$1.3M+$13.1K2026-10-14
Apollon Wealth Management, LLC
INCREASED8,9472,024+6,923+342%$286.7K$1.3M+$993.5K2026-10-23
Roman Butler Fullerton & Co
DECREASED8,7758,948-173-2%$1.3M$1.3M+$11.9K2026-10-27
Destiny Wealth Partners, LLC
INCREASED8,6187,103+1,515+21%$1.0M$1.3M+$260.7K2026-11-05
Uptick Partners, LLC
DECREASED8,0638,368-305-4%$1.2M$1.2M-$31.9K2026-11-04
Financial & Tax Architects, LLC
INCREASED7,7132,088+5,625+269%$295.8K$1.1M+$807.8K2026-10-15
Stackstone Wealth, LLC
NEW7,170—+7,170——$1.0M—2026-10-19
Wedmont Private Capital
UNCHANGED7,0497,04900%$1.0M$1.0M+$23.9K2026-10-09
Collaborative Wealth Managment Inc.
UNCHANGED6,9596,95900%$985.9K$995.7K+$9.9K2026-11-06
S.A. Mason LLC
UNCHANGED6,7016,70100%$949.3K$958.8K+$9.5K2026-10-13
PNC Financial Services Group, Inc.
INCREASED6,6343,934+2,700+69%$557.3K$949.3K+$392.0K2026-11-06
Caliber Wealth Management, LLC / KS
UNCHANGED6,3296,32900%$896.6K$905.6K+$9.0K2026-11-04
Atria Investments, Inc
INCREASED5,4285,334+94+2%$755.6K$776.6K+$21.0K2026-10-15
Optima Capital LLC
DECREASED4,8814,977-96-2%$705.0K$698.4K-$6.6K2026-10-29
Navigation Group, LLC
UNCHANGED4,7004,70000%$665.8K$672.5K+$6.7K2026-10-28
15 Wealth Advisors LLC
NEW4,285—+4,285——$613.1K—2026-10-14
Wealthcare Advisory Partners LLC
INCREASED4,1624,148+14+0%$587.5K$595.5K+$7.9K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED4,1424,312-170-4%$610.8K$592.6K-$18.2K2026-10-30
Vise Technologies, Inc.
NEW4,040—+4,040——$578.0K—2026-10-29
Capital Advisors, Ltd. LLC
DECREASED4,0174,206-189-4%$596$575.0K+$574.4K2026-10-27
Sensible Money, LLC
UNCHANGED3,9823,98200%$564.1K$569.7K+$5.7K2026-10-20
Asset Dedication, LLC
UNCHANGED3,9823,98200%$564.1K$569.7K+$5.7K2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED3,9714,216-245-6%$597.2K$568.2K-$29.0K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED3,8134,125-312-8%$584.3K$545.6K-$38.7K2026-11-05
Independent Financial Group, LLC
INCREASED3,7823,728+54+1%$528.1K$541.1K+$13.0K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED3,2253,891-666-17%$551.2K$461.4K-$89.9K2026-10-16
Archer Investment Corp
UNCHANGED3,2143,21400%$455.3K$459.9K+$4.6K2026-11-05
Capstone Wealth Management Group, Inc.
INCREASED3,1813,179+2+0%$450.4K$455.1K+$4.7K2026-10-19
Means Investment Co., Inc.
DECREASED3,1373,237-100-3%$458.5K$448.9K-$9.6K2026-11-03
Lido Advisors, LLC
INCREASED3,1162,066+1,050+51%$292.7K$445.8K+$153.2K2026-11-04
Sigma Planning Corp
DECREASED3,0313,116-85-3%$441.4K$431.4K-$10.0K2026-10-23
Chicago Partners Investment Group LLC
DECREASED3,0245,639-2,615-46%$807.5K$454.2K-$353.3K2026-10-27
JBR Co Financial Management Inc
UNCHANGED2,9552,95500%$418.6K$420.4K+$1.8K2026-10-13
Avantra Family Wealth, Inc.
DECREASED2,9462,952-60%$418.2K$421.5K+$3.3K2026-10-20
Prospera Financial Services Inc
UNCHANGED2,9132,91300%$413.0K$438.9K+$25.9K2026-11-04
Fifth Third Bancorp
UNCHANGED2,8042,80400%$397.2K$401.2K+$4.0K2026-11-05
Integrity Wealth Partners, LLC
NEW2,664—+2,664——$381.2K—2026-10-14
Allworth Financial LP
UNCHANGED2,6422,64200%$374.2K$374.2K$02026-11-06
American Institute for Advanced Investment Management, LLP
DECREASED2,6252,675-50-2%$378.9K$375.6K-$3.4K2026-11-03
Lodestar Private Asset Management LLC
UNCHANGED2,6042,60400%$368.9K$372.6K+$3.7K2026-10-26
Asset One Wealth Management LLC
DECREASED2,59212,007-9,415-78%$1.7M$370.9K-$1.4M2026-11-02
Reicon Wealth Advisors, LLC
INCREASED2,5082,428+80+3%$344.0K$358.8K+$14.9K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED2,5002,50000%$354.2K$357.7K+$3.6K2026-10-27
WBH Advisory Inc
UNCHANGED2,3412,34100%$331.6K$335.0K+$3.3K2026-11-05
US Bancorp \de\
UNCHANGED2,2532,25300%$319.2K$322.4K+$3.2K2026-11-05
Lanark Financial, Inc.
UNCHANGED2,1712,17100%$307.5K$310.6K+$3.1K2026-10-26
Aaron Wealth Advisors LLC
DECREASED2,1282,140-12-1%$303.2K$304.5K+$1.3K2026-10-13
PFG Advisors
UNCHANGED2,1252,12500%$301.0K$304.0K+$3.0K2026-10-16
Aspect Partners, LLC
INCREASED2,1182,115+3+0%$299.6K$303.1K+$3.5K2026-10-20
Mission Wealth Management, LP
UNCHANGED2,0002,00000%$283.3K$286.2K+$2.8K2026-10-15
Axxcess Wealth Management, LLC
DECREASED1,7961,808-12-1%$256.1K$257.0K+$8512026-10-21
Sentry LLC
UNCHANGED1,7881,78800%$253.3K$255.8K+$2.5K2026-10-30
Trust Co of Vermont
UNCHANGED1,7511,75100%$248.0K$250.5K+$2.5K2026-10-21
Wedbush Securities Inc
UNCHANGED1,7511,75100%$248.0K$251-$247.7K2026-10-22
Level Four Advisory Services, LLC
UNCHANGED1,6411,64100%$232.5K$234.8K+$2.3K2026-11-06
TPG Advisors LLC
UNCHANGED1,6091,60900%$227.9K$230.2K+$2.3K2026-10-16
Tactive Advisors, LLC
DECREASED1,5961,681-85-5%$238.1K$228.3K-$9.7K2026-10-08
Novem Group
DECREASED1,5421,649-107-6%$233.7K$220.6K-$13.1K2026-10-19
Savant Capital, LLC
UNCHANGED1,5321,53200%$217.0K$219.1K+$2.2K2026-11-06
Saxon Interests, Inc.
NEW1,497—+1,497——$214.2K—2026-10-26
Burk Holdings LLC
UNCHANGED1,4001,40000%$198.3K$200.3K+$2.0K2026-11-05
Parallel Advisors, LLC
DECREASED1,3721,423-51-4%$201.6K$196.3K-$5.4K2026-11-03
Jacobi Capital Management LLC
NEW1,250—+1,250——$178.9K—2026-11-05
Main Street Group, LTD
INCREASED1,247606+641+106%$85.8K$178.5K+$92.6K2026-10-28
Private Trust Co NA
DECREASED1,1991,233-34-3%$174.7K$171.6K-$3.1K2026-10-20
True Wealth Design, LLC
DECREASED1,0001,041-41-4%$147.5K$143.1K-$4.4K2026-10-13
Larson Financial Group LLC
UNCHANGED81181100%$114.8K$116.1K+$1.2K2026-11-05
Bangor Savings Bank
UNCHANGED76576500%$108.4K$109.5K+$1.1K2026-10-06
Tsfg, LLC
DECREASED6344,919-4,285-87%$697.0K$91-$696.9K2026-10-23
CX Institutional
INCREASED537536+1+0%$76$77+$12026-10-02
Marquette Asset Management, LLC
NEW500—+500——$71.5K—2026-10-09
Allspring Global Investments Holdings, LLC
UNCHANGED50050000%$71.5K$72.2K+$7472026-11-04
IFP Advisors, Inc
DECREASED496695-199-29%$98.5K$71.0K-$27.5K2026-10-16
Salomon & Ludwin, LLC
UNCHANGED46646600%$66.3K$66.7K+$3802026-10-29
Assetmark, Inc
UNCHANGED43743700%$61.9K$62.5K+$6212026-10-21
Axiom Investment Management LLC
UNCHANGED40040000%$56.7K$57.2K+$5682026-11-03
Grove Bank & Trust
UNCHANGED30030000%$42.5K$42.9K+$4262026-10-08
Russell Investments Group, Ltd.
UNCHANGED29129100%$41.2K$41.6K+$4132026-11-06
Creative Capital Management Investments LLC
UNCHANGED28828800%$40.8K$41.2K+$4092026-10-28
Adkins Seale Capital Management LLC
UNCHANGED28728700%$40.7K$41.1K+$4082026-10-27
Creative Financial Designs Inc
DECREASED281331-50-15%$46.9K$40.2K-$6.7K2026-11-04
Wealth Enhancement Trust Services, Inc.
NEW256—+256——$36.6K—2026-10-07
TD Waterhouse Canada Inc.
UNCHANGED25025000%$35.6K$36.2K+$6202026-10-16
Costello Asset Management, Inc
UNCHANGED21721700%$30.7K$31.0K+$3282026-10-30
Goodman Advisory Group, LLC
NEW207—+207——$29.6K—2026-11-02
Edgemoor Investment Advisors, Inc.
NEW146—+146——$20.9K—2026-11-03
First Community Trust NA
UNCHANGED11011000%$15.6K$15.7K+$1562026-10-07
Rossby Financial, LCC
UNCHANGED10410400%$14.7K$14.9K+$1472026-11-05
Kroeger Financial Partners
UNCHANGED868600%$12.2K$12.3K+$1222026-10-19
Kozak & Associates, Inc.
DECREASED5760-3-5%$8.6K$8.6K-$22026-10-29
Investment Research & Advisory Group, Inc.
UNCHANGED505000%$7.1K$7.2K+$712026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED4400%$567$573+$62026-10-23
Lloyd Advisory Services, Llc.
NEW0—0——$25—2026-11-02
Total Clarity Wealth Management, Inc.
CLOSED029,516-29,516-100%$4.2M$0-$4.2M2026-10-26
Del-Sette Capital Management, LLC
CLOSED016,080-16,080-100%$2.3M$0-$2.3M2026-10-23
Dana Investment Advisors, Inc.
CLOSED01,516-1,516-100%$214.8K$0-$214.8K2026-11-06
Dynamic Advisor Solutions LLC
CLOSED01,434-1,434-100%$203.2K$0-$203.2K2026-10-13
International Assets Investment Management, LLC
CLOSED0940-940-100%$133.7K$0-$133.7K2026-11-02
Barclays PLC
CLOSED0336-336-100%$47.6K$0-$47.6K2026-11-06
Noble Wealth Management PBC
CLOSED0190-190-100%$26.9K$0-$26.9K2026-10-01
EverSource Wealth Advisors, LLC
CLOSED0100-100-100%$14.2K$0-$14.2K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED041-41-100%$5.8K$0-$5.8K2026-10-14
AdvisorNet Financial, Inc
CLOSED037-37-100%$5.2K$0-$5.2K2026-10-15
Bank of America Corp
N/A—832,827-832,827-100%$118.0M———
Wells Fargo & Company
N/A—360,719-360,719-100%$51.1M———
Morgan Stanley
N/A—322,879-322,879-100%$45.7M———
Raymond James Financial Inc
N/A—224,437-224,437-100%$31.8M———
Stifel Financial Corp
N/A—202,461-202,461-100%$28.7M———
UBS Group AG
N/A—176,638-176,638-100%$25.0M———
Royal Bank of Canada
N/A—70,893-70,893-100%$10.0M———
Envestnet Asset Management Inc
N/A—68,600-68,600-100%$9.7M———
Cetera Investment Advisers
N/A—62,615-62,615-100%$8.9M———
Osaic Holdings, Inc.
N/A—56,816-56,816-100%$8.1M———
Ameriprise Financial Inc
N/A—51,561-51,561-100%$7.3M———
Waverly Advisors, LLC
N/A—51,046-51,046-100%$7.2M———
Equitable Holdings, Inc.
N/A—47,969-47,969-100%$6.8M———
Cahill Financial Advisors Inc
N/A—47,208-47,208-100%$6.7M———
Northwestern Mutual Wealth Management Co
N/A—43,449-43,449-100%$6.2M———
FMR LLC
N/A—43,149-43,149-100%$6.1M———
Mariner, LLC
N/A—36,301-36,301-100%$5.1M———
Thoroughbred Financial Services, LLC
N/A—36,101-36,101-100%$5.1M———
Focus Partners Wealth
N/A—33,405-33,405-100%$4.7M———
JPMorgan Chase & Co
N/A—33,278-33,278-100%$4.7M———
Jones Financial Companies Lllp
N/A—33,150-33,150-100%$4.7M———
Steward Partners Investment Advisory, LLC
N/A—30,746-30,746-100%$4.4M———
Private Advisor Group, LLC
N/A—26,991-26,991-100%$3.8M———
NewEdge Advisors, LLC
N/A—21,806-21,806-100%$3.1M———
HighTower Advisors, LLC
N/A—19,711-19,711-100%$2.8M———
MML Investors Services, LLC
N/A—19,643-19,643-100%$2.8M———
Essex Financial Services, Inc.
N/A—16,051-16,051-100%$2.3M———
Madison Asset Management, LLC
N/A—15,839-15,839-100%$2.2M———
Scotia Capital Inc.
N/A—15,385-15,385-100%$2.2M———
Pacific SUN Financial Corp
N/A—15,211-15,211-100%$2.2M———
Bank of Montreal
N/A—13,600-13,600-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—12,773-12,773-100%$1.8M———
One Wealth Map LLC
N/A—12,513-12,513-100%$1.8M———
IFG Advisory, LLC
N/A—11,747-11,747-100%$1.7M———
Susquehanna International Group, LLP
N/A—10,309-10,309-100%$1.5M———
Whittier Trust Co of Nevada Inc
N/A—9,600-9,600-100%$1.4M———
Belpointe Asset Management LLC
N/A—9,582-9,582-100%$1.4M———
Mercer Global Advisors Inc
N/A—9,531-9,531-100%$1.4M———
Argent Trust Co
N/A—9,412-9,412-100%$1.3M———
Tradition Wealth Management, LLC
N/A—9,220-9,220-100%$1.3M———
&partners
N/A—8,479-8,479-100%$1.2M———
Independent Family Office, LLC
N/A—8,414-8,414-100%$1.2M———
HRT Financial LP
N/A—7,893-7,893-100%$1.1M———
Sanctuary Advisors, LLC
N/A—7,453-7,453-100%$1.1M———
CIBC World Market Inc.
N/A—7,278-7,278-100%$1.0M———
Summit Financial, LLC
N/A—6,887-6,887-100%$975.6K———
Geneos Wealth Management Inc.
N/A—6,718-6,718-100%$951.7K———
Stratos Wealth Partners, Ltd.
N/A—6,653-6,653-100%$942.5K———
Quantinno Capital Management LP
N/A—6,451-6,451-100%$913.9K———
HighPoint Advisor Group LLC
N/A—6,237-6,237-100%$883.5K———
Ancora Advisors LLCA
N/A—6,213-6,213-100%$880.1K———
Janney Montgomery Scott LLC
N/A—6,179-6,179-100%$875.0K———
EP Wealth Advisors, LLC
N/A—6,000-6,000-100%$850.0K———
MAI Capital Management
N/A—5,964-5,964-100%$844.8K———
Gator Capital Management, LLC
N/A—5,717-5,717-100%$809.9K———
Citadel Advisors LLC
N/A—5,571-5,571-100%$789.2K———
Principal Securities, Inc.
N/A—5,505-5,505-100%$779.8K———
National Bank of Canada
N/A—5,290-5,290-100%$749.4K———
Calton & Associates, Inc.
N/A—5,034-5,034-100%$713.2K———
Federation des caisses Desjardins du Quebec
N/A—5,008-5,008-100%$709.4K———
NorthRock Partners, LLC
N/A—5,001-5,001-100%$708.4K———
Two Sigma Investments, LP
N/A—4,988-4,988-100%$706.6K———
Campbell Deegan Wealth Management, LLC
N/A—4,389-4,389-100%$621.7K———
Rockefeller Capital Management L.P.
N/A—4,196-4,196-100%$594.5K———
Cofg Advisors, LLC
N/A—4,152-4,152-100%$588.2K———
Vestmark Advisory Solutions, Inc.
N/A—4,125-4,125-100%$584.3K———
Hyundai Investments Co., Ltd.
N/A—4,076-4,076-100%$579.8K———
BlackRock, Inc.
N/A—3,992-3,992-100%$565.5K———
Modern Wealth Management, LLC
N/A—3,860-3,860-100%$546.9K———
Moneta Group Investment Advisors LLC
N/A—3,693-3,693-100%$523.1K———
Stokes Family Office, LLC
N/A—3,600-3,600-100%$510.0K———
Advisory Services Network, LLC
N/A—3,281-3,281-100%$464.7K———
M&T Bank Corp
N/A—3,250-3,250-100%$460.4K———
Ethos Financial Group, LLC
N/A—3,229-3,229-100%$457.4K———
Pure Financial Advisors, LLC
N/A—3,085-3,085-100%$437.0K———
Financial Engines Advisors L.L.C.
N/A—2,908-2,908-100%$411.9K———
First Manhattan Co. Llc.
N/A—2,900-2,900-100%$410.8K———
Osbon Capital Management LLC
N/A—2,727-2,727-100%$386.4K———
Miller Investment Management, LP
N/A—2,675-2,675-100%$378.9K———
CIBC Bancorp USA Inc.
N/A—2,656-2,656-100%$376.2K———
Banco Santander, S.A.
N/A—2,554-2,554-100%$361.8K———
Measured Wealth Private Client Group, LLC
N/A—2,464-2,464-100%$349.1K———
Tidemark, LLC
N/A—2,385-2,385-100%$337.9K———
Regal Investment Advisors LLC
N/A—2,375-2,375-100%$336.4K———
Stonebridge Financial Group, LLC / MO
N/A—2,303-2,303-100%$326.2K———
D. E. Shaw & Co., Inc.
N/A—2,140-2,140-100%$303.2K———
Nova Wealth Management, Inc.
N/A—2,036-2,036-100%$288.4K———
Kelman-Lazarov, Inc.
N/A—1,984-1,984-100%$281.1K———
Abound Financial, LLC
N/A—1,980-1,980-100%$280.5K———
AQR Capital Management LLC
N/A—1,934-1,934-100%$274.0K———
Western Wealth Management, LLC
N/A—1,870-1,870-100%$264.9K———
Clark Capital Management Group, Inc.
N/A—1,842-1,842-100%$260.9K———
Mutual Advisors, LLC
N/A—1,667-1,667-100%$236.1K———
Fiduciary Trust Co
N/A—1,654-1,654-100%$234.3K———
Tower Research Capital LLC (TRC)
N/A—1,649-1,649-100%$233.6K———
Runnymede Capital Advisors, Inc.
N/A—1,640-1,640-100%$232.3K———
Atlantic Union Bankshares Corp
N/A—1,534-1,534-100%$217.3K———
Vertex Planning Partners, LLC
N/A—1,500-1,500-100%$212.5K———
Navis Wealth Advisors, LLC
N/A—1,500-1,500-100%$212.5K———
Stelac Advisory Services LLC
N/A—1,473-1,473-100%$208.7K———
Argent Advisors, Inc.
N/A—1,450-1,450-100%$205.4K———
Dunhill Financial, LLC
N/A—1,005-1,005-100%$142.4K———
Global Retirement Partners, LLC
N/A—567-567-100%$80.3K———
Whittier Trust Co
N/A—505-505-100%$72.6K———
Luminist Capital LLC
N/A—456-456-100%$64.6K———
Vision Retirement, LLC
N/A—453-453-100%$64.2K———
Harbour Investments, Inc.
N/A—451-451-100%$63.9K———
Crews Bank & Trust
N/A—400-400-100%$56.7K———
Millstone Evans Group, LLC
N/A—382-382-100%$54.1K———
O'shaughnessy Asset Management, LLC
N/A—223-223-100%$31.6K———
Bernard Wealth Management Corp.
N/A—130-130-100%$18.4K———
Arax Advisory Partners
N/A—126-126-100%$17.9K———
HM Payson & Co
N/A—125-125-100%$17.7K———
Strive Financial Group,LLC
N/A—112-112-100%$15.9K———
AE Wealth Management LLC
N/A—103-103-100%$14.6K———
Fiduciary Financial Advisors
N/A—102-102-100%$14.4K———
Ankerstar Wealth, LLC
N/A—101-101-100%$14.3K———
Strategic Wealth Partners, Ltd.
N/A—100-100-100%$14.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—100-100-100%$14.2K———
Aptus Capital Advisors, LLC
N/A—100-100-100%$14.2K———
Glen Eagle Advisors, LLC
N/A—75-75-100%$10.6K———
Qube Research & Technologies Ltd
N/A—45-45-100%$6.4K———
UBS Asset Management Americas LLC
N/A—21-21-100%$3.0K———
Blair William & Co
N/A—17-17-100%$2.4K———
Paladin Advisory Group, LLC
N/A—16-16-100%$2.3K———
Showing 262 of 262 institutions