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Invesco S&P 500 Equal Weight (RSPN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Meitav Investment House LTD
DECREASED
Shares376,731 from 596,431
Change-219,700 (-37%)
Value$21.8M (-$16.3M)
Filed 2026-10-28
Davis Investment Partners, LLC
DECREASED
Shares269,550 from 270,403
Change-853 (0%)
Value$15.6M (-$1.7M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares179,391 from 175,887
Change+3,504 (+2%)
Value$10.4M (-$865.5K)
Filed 2026-10-21
Carmel Capital Management L.L.C.
UNCHANGED
Shares173,445 from 173,445
Change0 (0%)
Value$10.0M (-$1.1M)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares119,956 from 134,457
Change-14,501 (-11%)
Value$6.9M (-$1.7M)
Filed 2026-11-05
TigerOak Management, L.L.C.
DECREASED
Shares109,827 from 110,743
Change-916 (-1%)
Value$6.4M (-$725.8K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares80,048 from 75,233
Change+4,815 (+6%)
Value$4.6M (-$178.1K)
Filed 2026-11-02
TKG Advisors, LLC
INCREASED
Shares75,351 from 74,188
Change+1,163 (+2%)
Value$4.4M (-$383.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares68,138 from 67,623
Change+515 (+1%)
Value$4.0M (-$279.5K)
Filed 2026-10-13
Sage Advisory Services, Ltd.Co.
DECREASED
Shares61,629 from 66,585
Change-4,956 (-7%)
Value$3.6M (-$691.0K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares59,107 from 58,826
Change+281 (+0%)
Value$3.4M (-$341.1K)
Filed 2026-10-08
Harbor Asset Planning, Inc.
INCREASED
Shares57,150 from 55,570
Change+1,580 (+3%)
Value$3.3M (-$245.7K)
Filed 2026-10-23
G&S Capital LLC
INCREASED
Shares56,792 from 54,724
Change+2,068 (+4%)
Value$3.3M (-$212.7K)
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
DECREASED
Shares46,473 from 47,088
Change-615 (-1%)
Value$2.7M (-$321.7K)
Filed 2026-10-30
Choice Wealth Advisors LLC
INCREASED
Shares41,753 from 40,303
Change+1,450 (+4%)
Value$2.4M (-$160.9K)
Filed 2026-10-16
Treasure Coast Financial Planning
DECREASED
Shares41,120 from 41,755
Change-635 (-2%)
Value$2.4M (-$290.4K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares31,048 from 38,974
Change-7,926 (-20%)
Value$1.8M (-$696.0K)
Filed 2026-11-02
Friedenthal Financial
INCREASED
Shares29,505 from 27,621
Change+1,884 (+7%)
Value$1.7M (-$58.7K)
Filed 2026-10-27
FDx Advisors, Inc.
DECREASED
Shares27,507 from 29,959
Change-2,452 (-8%)
Value$1.6M (-$324.0K)
Filed 2026-11-05
Live Oak Investment Partners
DECREASED
Shares24,573 from 27,285
Change-2,712 (-10%)
Value$1.4M (-$322.8K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares24,431 from 8,081
Change+16,350 (+202%)
Value$1.4M (+$926.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares24,431 from 8,081
Change+16,350 (+202%)
Value$1.4M (+$926.9K)
Filed 2026-10-20
Walker Asset Management, LLC
DECREASED
Shares24,243 from 24,572
Change-329 (-1%)
Value$1.4M (-$168.3K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares23,749 from 21,645
Change+2,104 (+10%)
Value$1.4M (-$9.6K)
Filed 2026-11-04
Burns Matteson Capital Management, LLC
DECREASED
Shares23,739 from 24,044
Change-305 (-1%)
Value$1.4M (-$163.7K)
Filed 2026-10-16
Brick & Kyle, Associates
INCREASED
Shares20,243 from 20,241
Change+2 (+0%)
Value$1.2M (+$7.0K)
Filed 2026-11-05
Brown Miller Wealth Management, LLC
INCREASED
Shares16,872 from 13,023
Change+3,849 (+30%)
Value$977.2K (+$143.8K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares15,609 from 19,464
Change-3,855 (-20%)
Value$904.1K (-$341.5K)
Filed 2026-10-28
Annex Advisory Services, LLC
DECREASED
Shares13,845 from 528,466
Change-514,621 (-97%)
Value$801.9K (-$33.0M)
Filed 2026-10-16
Brian LOW Financial Group, LLC
INCREASED
Shares13,781 from 13,280
Change+501 (+4%)
Value$798.2K (-$51.7K)
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares11,386 from 11,300
Change+86 (+1%)
Value$659.5K (-$63.7K)
Filed 2026-10-08
Truist Financial Corp
DECREASED
Shares10,677 from 13,546
Change-2,869 (-21%)
Value$618.4K (-$248.5K)
Filed 2026-10-30
Capital Wealth Alliance, LLC
UNCHANGED
Shares9,443 from 9,443
Change0 (0%)
Value$546.9K (-$57.4K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED
Shares9,336 from 9,430
Change-94 (-1%)
Value$540.7K (-$62.8K)
Filed 2026-10-13
Focus Financial Network, Inc.
DECREASED
Shares9,213 from 9,274
Change-61 (-1%)
Value$533.6K (-$59.9K)
Filed 2026-10-14
Victory Financial Group, LLC
NEW
Shares7,909
Change+7,909
Value$458.1K
Filed 2026-10-27
McAdam, LLC
UNCHANGED
Shares7,905 from 7,905
Change0 (0%)
Value$457.9K (-$48.0K)
Filed 2026-10-21
Grey Fox Wealth Advisors, LLC
INCREASED
Shares7,608 from 3,792
Change+3,816 (+101%)
Value$440.7K (+$198.0K)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares6,702 from 6,702
Change0 (0%)
Value$388.2K (-$40.7K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares6,669 from 5,335
Change+1,334 (+25%)
Value$386.3K (+$44.8K)
Filed 2026-10-23
Interchange Capital Partners, LLC
DECREASED
Shares6,568 from 6,768
Change-200 (-3%)
Value$380.4K (-$52.7K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares6,152 from 6,351
Change-199 (-3%)
Value$356.3K (-$50.1K)
Filed 2026-11-02
Colonial River Investments, LLC
DECREASED
Shares5,735 from 6,026
Change-291 (-5%)
Value$332.2K (-$53.5K)
Filed 2026-10-19
YHB Investment Advisors, Inc.
INCREASED
Shares5,601 from 5,481
Change+120 (+2%)
Value$324.4K (-$26.3K)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares5,245 from 5,235
Change+10 (+0%)
Value$303.8K (-$31.2K)
Filed 2026-10-26
Jacobi Capital Management LLC
DECREASED
Shares5,216 from 5,416
Change-200 (-4%)
Value$302.1K (-$44.5K)
Filed 2026-11-05
Yoder Wealth Management, Inc.
INCREASED
Shares4,527 from 4,160
Change+367 (+9%)
Value$262.2K (-$4.0K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
DECREASED
Shares4,498 from 4,717
Change-219 (-5%)
Value$260.5K (-$41.3K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
NEW
Shares4,461
Change+4,461
Value$258.4K
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares4,461 from 4,880
Change-419 (-9%)
Value$258.4K (-$53.9K)
Filed 2026-10-30
Calamos Wealth Management LLC
UNCHANGED
Shares4,387 from 4,387
Change0 (0%)
Value$254.1K (-$26.7K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
NEW
Shares4,275
Change+4,275
Value$247.6K
Filed 2026-10-26
Perryman Financial Advisory Inc
INCREASED
Shares4,147 from 4,095
Change+52 (+1%)
Value$240.2K (-$21.8K)
Filed 2026-10-16
Financial Partners Group, Inc
UNCHANGED
Shares3,855 from 3,855
Change0 (0%)
Value$223.3K (-$23.4K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares3,672 from 3,670
Change+2 (+0%)
Value$212.7K (-$22.2K)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares3,650 from 4,086
Change-436 (-11%)
Value$211.0K (-$50.0K)
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares3,645 from 4,905
Change-1,260 (-26%)
Value$211.1K (-$102.8K)
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares3,641
Change+3,641
Value$217.1K
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares2,985 from 2,978
Change+7 (+0%)
Value$172.9K (-$17.7K)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares2,630 from 2,630
Change0 (0%)
Value$152.3K (-$16.0K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares2,111 from 3,176
Change-1,065 (-34%)
Value$122.3K (-$80.9K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares1,971 from 1,686
Change+285 (+17%)
Value$114.2K (+$6.2K)
Filed 2026-11-05
Advanced Asset Management Advisors Inc
INCREASED
Shares1,111 from 1,105
Change+6 (+1%)
Value$64.3K (-$6.4K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$49.9K (-$5.2K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares731 from 765
Change-34 (-4%)
Value$42.3K (-$6.6K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$33.9K (-$3.6K)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$31.0K (-$3.3K)
Filed 2026-10-29
CX Institutional
DECREASED
Shares371 from 372
Change-1 (0%)
Value$21 (-$3)
Filed 2026-10-02
Lanark Financial, Inc.
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$20.7K (-$2.2K)
Filed 2026-10-26
Wagner Wealth Management, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$14.6K (-$1.5K)
Filed 2026-10-21
Citigroup Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.6K (-$1.2K)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$10.0K (-$1.1K)
Filed 2026-10-20
AlphaCore Capital LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$8.1K (-$844)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares115
Change+115
Value$6.7K
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$6.5K (-$686)
Filed 2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.1K (-$426)
Filed 2026-10-13
Bfsg, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3.8K (-$395)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.9K (-$304)
Filed 2026-10-21
City State Bank
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$869 (-$91)
Filed 2026-10-20
Signature Equity Partners, LLC
NEW
Shares2
Change+2
Value$116
Filed 2026-10-29
Graham Capital Wealth Management, LLC
CLOSED
Shares0 from 64,765
Change-64,765 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-26
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 7,112
Change-7,112 (-100%)
Value$0 (-$455.1K)
Filed 2026-10-16
Private Wealth Partners, LLC
CLOSED
Shares0 from 4,250
Change-4,250 (-100%)
Value$0 (-$272.0K)
Filed 2026-10-22
HCR Wealth Advisors
CLOSED
Shares0 from 3,400
Change-3,400 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-15
Brookstone Capital Management
CLOSED
Shares0 from 3,335
Change-3,335 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-22
Williams & Novak Wealth Management, LLC
CLOSED
Shares0 from 3,250
Change-3,250 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-09
MRA Advisory Group
CLOSED
Shares0 from 3,233
Change-3,233 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-07
Firestone Capital Management
CLOSED
Shares0 from 3,189
Change-3,189 (-100%)
Value$0 (-$204.1K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$96.0K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 638
Change-638 (-100%)
Value$0 (-$40.8K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$35.1K)
Filed 2026-11-02
SYM Financial Corp
CLOSED
Shares0 from 322
Change-322 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-14
Gill Capital Partners, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-13
JPMorgan Chase & Co
N/A
Shares— from 3,317,862
Change-3,317,862 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,963,284
Change-1,963,284 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,079,727
Change-1,079,727 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 629,151
Change-629,151 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 505,243
Change-505,243 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 430,937
Change-430,937 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 375,853
Change-375,853 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 328,052
Change-328,052 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 318,668
Change-318,668 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 247,284
Change-247,284 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 244,788
Change-244,788 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 175,472
Change-175,472 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 162,003
Change-162,003 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 154,563
Change-154,563 (-100%)
Value—
UBS Group AG
N/A
Shares— from 141,607
Change-141,607 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 102,046
Change-102,046 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 86,312
Change-86,312 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 83,176
Change-83,176 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 55,497
Change-55,497 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 44,386
Change-44,386 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 38,328
Change-38,328 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 37,858
Change-37,858 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 37,127
Change-37,127 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,302
Change-36,302 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,823
Change-34,823 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 32,901
Change-32,901 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 30,975
Change-30,975 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 29,801
Change-29,801 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,220
Change-26,220 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,754
Change-23,754 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 22,846
Change-22,846 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 20,365
Change-20,365 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 19,566
Change-19,566 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,433
Change-13,433 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,056
Change-12,056 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,875
Change-10,875 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 10,867
Change-10,867 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,186
Change-10,186 (-100%)
Value—
&partners
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,946
Change-9,946 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,556
Change-7,556 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,392
Change-6,392 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,668
Change-5,668 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 494
Change-494 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 137
Change-137 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Status
Meitav Investment House LTD
DECREASED376,731596,431-219,700-37%$38.2M$21.8M-$16.3M2026-10-28
Davis Investment Partners, LLC
DECREASED269,550270,403-8530%$17.3M$15.6M-$1.7M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED179,391175,887+3,504+2%$11.3M$10.4M-$865.5K2026-10-21
Carmel Capital Management L.L.C.
UNCHANGED173,445173,44500%$11.1M$10.0M-$1.1M2026-10-30
Bank of New York Mellon Corp
DECREASED119,956134,457-14,501-11%$8.6M$6.9M-$1.7M2026-11-05
TigerOak Management, L.L.C.
DECREASED109,827110,743-916-1%$7.1M$6.4M-$725.8K2026-10-23
Kestra Advisory Services, LLC
INCREASED80,04875,233+4,815+6%$4.8M$4.6M-$178.1K2026-11-02
TKG Advisors, LLC
INCREASED75,35174,188+1,163+2%$4.7M$4.4M-$383.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED68,13867,623+515+1%$4.3M$4.0M-$279.5K2026-10-13
Sage Advisory Services, Ltd.Co.
DECREASED61,62966,585-4,956-7%$4.3M$3.6M-$691.0K2026-10-29
Farther Finance Advisors, LLC
INCREASED59,10758,826+281+0%$3.8M$3.4M-$341.1K2026-10-08
Harbor Asset Planning, Inc.
INCREASED57,15055,570+1,580+3%$3.6M$3.3M-$245.7K2026-10-23
G&S Capital LLC
INCREASED56,79254,724+2,068+4%$3.5M$3.3M-$212.7K2026-10-23
Joseph P. Lucia & Associates, LLC
DECREASED46,47347,088-615-1%$3.0M$2.7M-$321.7K2026-10-30
Choice Wealth Advisors LLC
INCREASED41,75340,303+1,450+4%$2.6M$2.4M-$160.9K2026-10-16
Treasure Coast Financial Planning
DECREASED41,12041,755-635-2%$2.7M$2.4M-$290.4K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED31,04838,974-7,926-20%$2.5M$1.8M-$696.0K2026-11-02
Friedenthal Financial
INCREASED29,50527,621+1,884+7%$1.8M$1.7M-$58.7K2026-10-27
FDx Advisors, Inc.
DECREASED27,50729,959-2,452-8%$1.9M$1.6M-$324.0K2026-11-05
Live Oak Investment Partners
DECREASED24,57327,285-2,712-10%$1.7M$1.4M-$322.8K2026-10-23
Diversify Advisory Services, LLC
INCREASED24,4318,081+16,350+202%$517.2K$1.4M+$926.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED24,4318,081+16,350+202%$517.2K$1.4M+$926.9K2026-10-20
Walker Asset Management, LLC
DECREASED24,24324,572-329-1%$1.6M$1.4M-$168.3K2026-10-13
Lido Advisors, LLC
INCREASED23,74921,645+2,104+10%$1.4M$1.4M-$9.6K2026-11-04
Burns Matteson Capital Management, LLC
DECREASED23,73924,044-305-1%$1.5M$1.4M-$163.7K2026-10-16
Brick & Kyle, Associates
INCREASED20,24320,241+2+0%$1.2M$1.2M+$7.0K2026-11-05
Brown Miller Wealth Management, LLC
INCREASED16,87213,023+3,849+30%$833.4K$977.2K+$143.8K2026-11-02
Clear Creek Financial Management, LLC
DECREASED15,60919,464-3,855-20%$1.2M$904.1K-$341.5K2026-10-28
Annex Advisory Services, LLC
DECREASED13,845528,466-514,621-97%$33.8M$801.9K-$33.0M2026-10-16
Brian LOW Financial Group, LLC
INCREASED13,78113,280+501+4%$849.9K$798.2K-$51.7K2026-10-28
First Heartland Consultants, Inc.
INCREASED11,38611,300+86+1%$723.1K$659.5K-$63.7K2026-10-08
Truist Financial Corp
DECREASED10,67713,546-2,869-21%$866.9K$618.4K-$248.5K2026-10-30
Capital Wealth Alliance, LLC
UNCHANGED9,4439,44300%$604.3K$546.9K-$57.4K2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED9,3369,430-94-1%$603.5K$540.7K-$62.8K2026-10-13
Focus Financial Network, Inc.
DECREASED9,2139,274-61-1%$593.5K$533.6K-$59.9K2026-10-14
Victory Financial Group, LLC
NEW7,909—+7,909——$458.1K—2026-10-27
McAdam, LLC
UNCHANGED7,9057,90500%$505.9K$457.9K-$48.0K2026-10-21
Grey Fox Wealth Advisors, LLC
INCREASED7,6083,792+3,816+101%$242.7K$440.7K+$198.0K2026-11-03
Private Trust Co NA
UNCHANGED6,7026,70200%$428.9K$388.2K-$40.7K2026-10-20
Simplicity Wealth,LLC
INCREASED6,6695,335+1,334+25%$341.4K$386.3K+$44.8K2026-10-23
Interchange Capital Partners, LLC
DECREASED6,5686,768-200-3%$433.1K$380.4K-$52.7K2026-10-28
Commonwealth Equity Services, LLC
DECREASED6,1526,351-199-3%$406.4K$356.3K-$50.1K2026-11-02
Colonial River Investments, LLC
DECREASED5,7356,026-291-5%$385.6K$332.2K-$53.5K2026-10-19
YHB Investment Advisors, Inc.
INCREASED5,6015,481+120+2%$350.8K$324.4K-$26.3K2026-10-08
Oppenheimer & Co Inc
INCREASED5,2455,235+10+0%$335.0K$303.8K-$31.2K2026-10-26
Jacobi Capital Management LLC
DECREASED5,2165,416-200-4%$346.6K$302.1K-$44.5K2026-11-05
Yoder Wealth Management, Inc.
INCREASED4,5274,160+367+9%$266.2K$262.2K-$4.0K2026-10-13
Capital Investment Advisory Services, LLC
DECREASED4,4984,717-219-5%$301.9K$260.5K-$41.3K2026-10-30
Concurrent Investment Advisors, LLC
NEW4,461—+4,461——$258.4K—2026-10-16
Spire Wealth Management
DECREASED4,4614,880-419-9%$312.3K$258.4K-$53.9K2026-10-30
Calamos Wealth Management LLC
UNCHANGED4,3874,38700%$280.7K$254.1K-$26.7K2026-11-02
Flagship Harbor Advisors, LLC
NEW4,275—+4,275——$247.6K—2026-10-26
Perryman Financial Advisory Inc
INCREASED4,1474,095+52+1%$262.1K$240.2K-$21.8K2026-10-16
Financial Partners Group, Inc
UNCHANGED3,8553,85500%$246.7K$223.3K-$23.4K2026-10-19
PFG Advisors
INCREASED3,6723,670+2+0%$234.8K$212.7K-$22.2K2026-10-16
Park Avenue Securities LLC
DECREASED3,6504,086-436-11%$261.0K$211.0K-$50.0K2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED3,6454,905-1,260-26%$313.9K$211.1K-$102.8K2026-10-15
StoneX Group Inc.
NEW3,641—+3,641——$217.1K—2026-11-03
Tradewinds Capital Management, LLC
INCREASED2,9852,978+7+0%$190.6K$172.9K-$17.7K2026-10-23
Key FInancial Inc
UNCHANGED2,6302,63000%$168.3K$152.3K-$16.0K2026-11-02
Fifth Third Bancorp
DECREASED2,1113,176-1,065-34%$203.2K$122.3K-$80.9K2026-11-05
US Bancorp \de\
INCREASED1,9711,686+285+17%$107.9K$114.2K+$6.2K2026-11-05
Advanced Asset Management Advisors Inc
INCREASED1,1111,105+6+1%$70.7K$64.3K-$6.4K2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED86186100%$55.1K$49.9K-$5.2K2026-11-03
Parallel Advisors, LLC
DECREASED731765-34-4%$49.0K$42.3K-$6.6K2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED58658600%$37.5K$33.9K-$3.6K2026-10-23
Montag A & Associates Inc
UNCHANGED53553500%$34.2K$31.0K-$3.3K2026-10-29
CX Institutional
DECREASED371372-10%$24$21-$32026-10-02
Lanark Financial, Inc.
UNCHANGED35735700%$22.8K$20.7K-$2.2K2026-10-26
Wagner Wealth Management, LLC
UNCHANGED25225200%$16.1K$14.6K-$1.5K2026-10-21
Citigroup Inc
UNCHANGED20020000%$12.8K$11.6K-$1.2K2026-11-04
Portfolio Resources Advisor Group, Inc.
UNCHANGED17317300%$11.1K$10.0K-$1.1K2026-10-20
AlphaCore Capital LLC
UNCHANGED13913900%$8.9K$8.1K-$8442026-11-04
Simplex Trading, LLC
NEW115—+115——$6.7K—2026-11-04
Assetmark, Inc
UNCHANGED11311300%$7.2K$6.5K-$6862026-10-21
Cape Investment Advisory, Inc.
UNCHANGED707000%$4.5K$4.1K-$4262026-10-13
Bfsg, LLC
UNCHANGED656500%$4.2K$3.8K-$3952026-10-30
Trust Co of Vermont
UNCHANGED505000%$3.2K$2.9K-$3042026-10-21
City State Bank
UNCHANGED151500%$960$869-$912026-10-20
Signature Equity Partners, LLC
NEW2—+2——$116—2026-10-29
Graham Capital Wealth Management, LLC
CLOSED064,765-64,765-100%$4.1M$0-$4.1M2026-10-26
Vanguard Capital Wealth Advisors
CLOSED07,112-7,112-100%$455.1K$0-$455.1K2026-10-16
Private Wealth Partners, LLC
CLOSED04,250-4,250-100%$272.0K$0-$272.0K2026-10-22
HCR Wealth Advisors
CLOSED03,400-3,400-100%$217.6K$0-$217.6K2026-10-15
Brookstone Capital Management
CLOSED03,335-3,335-100%$213.4K$0-$213.4K2026-10-22
Williams & Novak Wealth Management, LLC
CLOSED03,250-3,250-100%$208.0K$0-$208.0K2026-10-09
MRA Advisory Group
CLOSED03,233-3,233-100%$206.9K$0-$206.9K2026-10-07
Firestone Capital Management
CLOSED03,189-3,189-100%$204.1K$0-$204.1K2026-11-03
Salem Investment Counselors Inc
CLOSED01,500-1,500-100%$96.0K$0-$96.0K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED0638-638-100%$40.8K$0-$40.8K2026-10-29
International Assets Investment Management, LLC
CLOSED0551-551-100%$35.1K$0-$35.1K2026-11-02
SYM Financial Corp
CLOSED0322-322-100%$20.6K$0-$20.6K2026-10-26
MCF Advisors LLC
CLOSED0170-170-100%$10.9K$0-$10.9K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0141-141-100%$9.0K$0-$9.0K2026-10-14
Gill Capital Partners, LLC
CLOSED052-52-100%$3.3K$0-$3.3K2026-10-13
JPMorgan Chase & Co
N/A—3,317,862-3,317,862-100%$210.4M———
Goldman Sachs Group Inc
N/A—1,963,284-1,963,284-100%$125.6M———
Bank of America Corp
N/A—1,079,727-1,079,727-100%$69.1M———
Affinity Wealth Management LLC
N/A—629,151-629,151-100%$40.3M———
Morgan Stanley
N/A—505,243-505,243-100%$32.3M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—430,937-430,937-100%$27.6M———
LPL Financial LLC
N/A—375,853-375,853-100%$24.1M———
Ameriprise Financial Inc
N/A—328,052-328,052-100%$21.0M———
Royal Bank of Canada
N/A—318,668-318,668-100%$20.4M———
Wells Fargo & Company
N/A—247,284-247,284-100%$15.8M———
Raymond James Financial Inc
N/A—244,788-244,788-100%$15.7M———
NewEdge Advisors, LLC
N/A—175,472-175,472-100%$11.2M———
Strategic Wealth Partners, Ltd.
N/A—162,003-162,003-100%$10.4M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—154,563-154,563-100%$9.9M———
UBS Group AG
N/A—141,607-141,607-100%$9.1M———
Envestnet Asset Management Inc
N/A—102,046-102,046-100%$6.5M———
Cetera Investment Advisers
N/A—86,312-86,312-100%$5.5M———
Blue Chip Partners, LLC
N/A—83,176-83,176-100%$5.3M———
Evernest Financial Advisors, LLC
N/A—55,497-55,497-100%$3.6M———
Hills Bank & Trust Co
N/A—44,386-44,386-100%$2.8M———
Osaic Holdings, Inc.
N/A—38,328-38,328-100%$2.5M———
National Bank of Canada
N/A—37,858-37,858-100%$2.4M———
Stifel Financial Corp
N/A—37,127-37,127-100%$2.4M———
Equitable Holdings, Inc.
N/A—36,302-36,302-100%$2.3M———
Jones Financial Companies Lllp
N/A—34,823-34,823-100%$2.2M———
Pgim Custom Harvest LLC
N/A—32,901-32,901-100%$2.1M———
Access Financial Services, Inc.
N/A—30,975-30,975-100%$2.0M———
Global Retirement Partners, LLC
N/A—29,801-29,801-100%$1.9M———
FMR LLC
N/A—26,220-26,220-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—23,754-23,754-100%$1.5M———
Nova Wealth Management, Inc.
N/A—22,846-22,846-100%$1.5M———
Hilltop Holdings Inc.
N/A—20,365-20,365-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—19,566-19,566-100%$1.3M———
Brown Advisory Inc
N/A—15,750-15,750-100%$1.0M———
IFG Advisory, LLC
N/A—13,929-13,929-100%$891.4K———
MML Investors Services, LLC
N/A—13,433-13,433-100%$859.6K———
CIBC World Market Inc.
N/A—12,056-12,056-100%$771.5K———
Gladstone Institutional Advisory LLC
N/A—11,663-11,663-100%$746.4K———
Northwestern Mutual Wealth Management Co
N/A—11,373-11,373-100%$727.8K———
CreativeOne Wealth, LLC
N/A—10,875-10,875-100%$695.9K———
Traction Financial Partners, LLC
N/A—10,867-10,867-100%$695.4K———
Kingsview Wealth Management, LLC
N/A—10,186-10,186-100%$651.9K———
&partners
N/A—10,130-10,130-100%$648.3K———
Silver OAK Securities, Incorporated
N/A—9,946-9,946-100%$636.5K———
Private Advisor Group, LLC
N/A—8,017-8,017-100%$513.1K———
Janney Montgomery Scott LLC
N/A—7,566-7,566-100%$484.0K———
Western Wealth Management, LLC
N/A—7,556-7,556-100%$483.5K———
Geneos Wealth Management Inc.
N/A—7,230-7,230-100%$462.7K———
World Investment Advisors
N/A—7,000-7,000-100%$403.1K———
Rockefeller Capital Management L.P.
N/A—6,392-6,392-100%$409.1K———
Mercer Global Advisors Inc
N/A—5,875-5,875-100%$376.0K———
Ausdal Financial Partners, Inc.
N/A—5,679-5,679-100%$363.4K———
MAI Capital Management
N/A—5,668-5,668-100%$362.7K———
Mariner, LLC
N/A—5,269-5,269-100%$337.2K———
Diversified Trust Co
N/A—5,125-5,125-100%$328.0K———
Benjamin Edwards Inc
N/A—4,825-4,825-100%$308.8K———
Novak & Powell Financial Services, Inc.
N/A—4,715-4,715-100%$301.7K———
Arax Advisory Partners
N/A—4,277-4,277-100%$273.7K———
GTS Securities LLC
N/A—3,952-3,952-100%$252.9K———
Principal Securities, Inc.
N/A—3,847-3,847-100%$246.2K———
Pacific SUN Financial Corp
N/A—3,360-3,360-100%$215.0K———
Harbour Investments, Inc.
N/A—3,106-3,106-100%$198.8K———
Federation des caisses Desjardins du Quebec
N/A—2,725-2,725-100%$174.4K———
Pursuit Wealth Strategies, LLC
N/A—2,500-2,500-100%$160.0K———
AE Wealth Management LLC
N/A—2,272-2,272-100%$145.4K———
Tower Research Capital LLC (TRC)
N/A—1,858-1,858-100%$118.9K———
Bank of Montreal
N/A—1,687-1,687-100%$108.0K———
SOA Wealth Advisors, Llc.
N/A—1,037-1,037-100%$66.4K———
FAS Wealth Partners, Inc.
N/A—1,025-1,025-100%$65.6K———
Clearstead Advisors, LLC
N/A—1,025-1,025-100%$65.6K———
Glassman Wealth Services
N/A—494-494-100%$31.6K———
Allied Private Wealth LLC
N/A—486-486-100%$30.5K———
O'shaughnessy Asset Management, LLC
N/A—477-477-100%$30.5K———
Rothschild Investment LLC
N/A—430-430-100%$27.5K———
UBS Asset Management Americas LLC
N/A—250-250-100%$16.0K———
Copia Wealth Management
N/A—137-137-100%$8.8K———
Clearstead Trust, LLC
N/A—130-130-100%$8.3K———
Financial Gravity Companies, Inc.
N/A—54-54-100%$3.5K———
Showing 173 of 173 institutions