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Invesco S&P 500 Equal Weight (RSPH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares463,995 from 455,121
Change+8,874 (+2%)
Value$17.2M (+$2.1M)
Filed 2026-10-29
Valley Wealth Managers, Inc.
NEW
Shares204,137
Change+204,137
Value$7.6M
Filed 2026-10-09
Friedenthal Financial
INCREASED
Shares139,374 from 131,197
Change+8,177 (+6%)
Value$5.2M (+$803.8K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares126,615 from 127,480
Change-865 (-1%)
Value$4.7M (+$454.9K)
Filed 2026-10-08
Focus Financial Network, Inc.
INCREASED
Shares126,146 from 126,116
Change+30 (+0%)
Value$4.7M (+$482.9K)
Filed 2026-10-14
Joseph P. Lucia & Associates, LLC
DECREASED
Shares112,240 from 112,545
Change-305 (0%)
Value$4.2M (+$418.6K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares101,825 from 141,855
Change-40,030 (-28%)
Value$3.8M (-$939.6K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares74,547 from 81,064
Change-6,517 (-8%)
Value$2.8M (+$68.5K)
Filed 2026-11-02
Yoder Wealth Management, Inc.
DECREASED
Shares71,589 from 71,741
Change-152 (0%)
Value$2.6M (+$268.4K)
Filed 2026-10-13
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares64,283 from 68,203
Change-3,920 (-6%)
Value$2.4M (+$115.5K)
Filed 2026-10-26
Hartford Financial Management Inc.
INCREASED
Shares55,791 from 55,788
Change+3 (+0%)
Value$2.1M (+$213.2K)
Filed 2026-10-21
Peak Financial Management, Inc.
DECREASED
Shares55,426 from 55,886
Change-460 (-1%)
Value$2.1M (+$196.4K)
Filed 2026-10-16
Ironsides Asset Advisors, LLC
INCREASED
Shares45,808 from 45,806
Change+2 (0%)
Value$1.7M (+$175.1K)
Filed 2026-10-20
Walker Asset Management, LLC
DECREASED
Shares44,448 from 45,577
Change-1,129 (-2%)
Value$1.6M (+$132.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares40,638 from 38,201
Change+2,437 (+6%)
Value$1.5M (+$236.0K)
Filed 2026-11-02
Biltmore Family Office, LLC
UNCHANGED
Shares37,200 from 37,200
Change0 (0%)
Value$1.4M (+$142.1K)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares33,088 from 36,249
Change-3,161 (-9%)
Value$1.2M (+$21.5K)
Filed 2026-11-04
FSA Wealth Partners, Inc.
NEW
Shares30,299
Change+30,299
Value$1.1M
Filed 2026-10-26
Red Mountain Financial, LLC
DECREASED
Shares27,705 from 28,212
Change-507 (-2%)
Value$1.0M (+$89.0K)
Filed 2026-11-03
Choreo, LLC
UNCHANGED
Shares22,780 from 22,780
Change0 (0%)
Value$843.1K (+$87.0K)
Filed 2026-10-28
Sensible Money, LLC
DECREASED
Shares21,559 from 21,825
Change-266 (-1%)
Value$797.9K (+$73.5K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares21,559 from 21,825
Change-266 (-1%)
Value$797.9K (+$73.5K)
Filed 2026-11-03
Wakefield Asset Management Lllp
NEW
Shares21,182
Change+21,182
Value$783.9K
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares19,520 from 19,317
Change+203 (+1%)
Value$722.4K (+$81.3K)
Filed 2026-10-26
First Heartland Consultants, Inc.
DECREASED
Shares18,801 from 18,979
Change-178 (-1%)
Value$695.8K (+$65.9K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares16,477 from 15,364
Change+1,113 (+7%)
Value$609.8K (+$99.9K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares15,640 from 15,640
Change0 (0%)
Value$578.8K (+$59.7K)
Filed 2026-10-08
Perryman Financial Advisory Inc
INCREASED
Shares14,856 from 14,808
Change+48 (+0%)
Value$549.8K (+$58.3K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
DECREASED
Shares14,674 from 15,870
Change-1,196 (-8%)
Value$543.0K (+$16.3K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14,560 from 14,560
Change0 (0%)
Value$538.9K (+$55.6K)
Filed 2026-10-23
CRA Financial Services, LLC
DECREASED
Shares14,084 from 14,241
Change-157 (-1%)
Value$521.3K (+$48.6K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares13,250 from 6,580
Change+6,670 (+101%)
Value$490.4K (+$272.0K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
INCREASED
Shares12,381 from 12,126
Change+255 (+2%)
Value$458.2K (+$55.8K)
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares12,367 from 12,680
Change-313 (-2%)
Value$457.7K (+$36.9K)
Filed 2026-10-21
StoneX Group Inc.
DECREASED
Shares12,015 from 13,851
Change-1,836 (-13%)
Value$445.9K (-$10.4K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares11,556 from 12,781
Change-1,225 (-10%)
Value$427.7K (+$3.5K)
Filed 2026-10-29
Cooper Financial Group
INCREASED
Shares11,499 from 11,492
Change+7 (+0%)
Value$425.6K (+$44.2K)
Filed 2026-10-07
McAdam, LLC
DECREASED
Shares11,219 from 11,259
Change-40 (0%)
Value$415.2K (+$41.5K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,968 from 12,597
Change-1,629 (-13%)
Value$405.4K (-$22.7K)
Filed 2026-10-13
Linscomb Wealth, Inc.
INCREASED
Shares10,931 from 8,631
Change+2,300 (+27%)
Value$404.6K (+$118.1K)
Filed 2026-11-05
Indivisible Partners
NEW
Shares10,123
Change+10,123
Value$374.6K
Filed 2026-10-26
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares9,464 from 13,354
Change-3,890 (-29%)
Value$350.3K (-$93.0K)
Filed 2026-10-13
Avaii Wealth Management, LLC
NEW
Shares9,086
Change+9,086
Value$332.7K
Filed 2026-10-09
Wagner Wealth Management, LLC
DECREASED
Shares8,074 from 8,399
Change-325 (-4%)
Value$298.8K (+$20.1K)
Filed 2026-10-21
Riggs Asset Managment Co. Inc.
NEW
Shares7,698
Change+7,698
Value$284.9K
Filed 2026-11-05
Targeted Financial Services LLC
INCREASED
Shares7,474 from 6,818
Change+656 (+10%)
Value$276.6K (+$50.3K)
Filed 2026-10-19
Segment Wealth Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$259.1K (+$26.7K)
Filed 2026-10-26
ProCore Advisors, LLC
UNCHANGED
Shares6,970 from 6,970
Change0 (0%)
Value$258.0K (+$26.6K)
Filed 2026-10-14
Davenport & Co LLC
DECREASED
Shares6,855 from 7,405
Change-550 (-7%)
Value$253.7K (+$7.9K)
Filed 2026-10-14
Trinity Financial Advisors LLC
INCREASED
Shares6,846 from 6,843
Change+3 (+0%)
Value$253.4K (+$26.3K)
Filed 2026-10-09
Prospera Financial Services Inc
NEW
Shares6,843
Change+6,843
Value$271.6K
Filed 2026-11-04
International Private Wealth Advisors LLC
INCREASED
Shares6,478 from 6,473
Change+5 (+0%)
Value$239.7K (+$24.9K)
Filed 2026-11-05
Crescent Sterling, Ltd.
NEW
Shares6,227
Change+6,227
Value$230.5K
Filed 2026-10-16
Kestra Private Wealth Services, LLC
NEW
Shares6,128
Change+6,128
Value$226.8K
Filed 2026-10-30
S&A Financial Services, Inc.
DECREASED
Shares6,059 from 6,243
Change-184 (-3%)
Value$224.3K (+$17.0K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
NEW
Shares5,957
Change+5,957
Value$220.5K
Filed 2026-10-13
Acorn Wealth Advisors, LLC
NEW
Shares5,833
Change+5,833
Value$215.9K
Filed 2026-10-19
Facet Wealth, Inc.
NEW
Shares5,775
Change+5,775
Value$213.7K
Filed 2026-11-04
CX Institutional
INCREASED
Shares5,597 from 4,760
Change+837 (+18%)
Value$207 (+$49)
Filed 2026-10-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$196.2K (+$20.2K)
Filed 2026-10-13
Legacy Bridge, LLC
UNCHANGED
Shares5,210 from 5,210
Change0 (0%)
Value$192.8K (+$19.9K)
Filed 2026-10-28
Atwood & Palmer Inc
NEW
Shares4,166
Change+4,166
Value$154.2K
Filed 2026-10-08
Silver Grove Financial Group, Inc.
UNCHANGED
Shares4,080 from 4,080
Change0 (0%)
Value$151.0K (+$15.6K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$132.8K ($0)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares3,316 from 33,729
Change-30,413 (-90%)
Value$122.7K (-$996.7K)
Filed 2026-11-04
Joseph Group Capital Management
DECREASED
Shares3,278 from 3,283
Change-5 (0%)
Value$121.3K (+$12.4K)
Filed 2026-11-04
Montag A & Associates Inc
INCREASED
Shares3,255 from 2,433
Change+822 (+34%)
Value$120.5K (+$39.7K)
Filed 2026-10-29
Valley National Advisers Inc
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$111.8K (+$11.5K)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$107.7K (+$11.1K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares2,504 from 2,602
Change-98 (-4%)
Value$92.7K (+$6.3K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares1,634
Change+1,634
Value$60.5K
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$50.5K (+$5.2K)
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$37.0K (+$3.8K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$38 (+$4)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$34.0K (+$3.5K)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$32.3K (+$3.3K)
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$32.3K (+$3.3K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares830 from 1,540
Change-710 (-46%)
Value$30.7K (-$20.4K)
Filed 2026-10-08
AlphaCore Capital LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$28.8K (+$3.0K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares764 from 148
Change+616 (+416%)
Value$28.3K (+$23.4K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares719 from 500
Change+219 (+44%)
Value$26.6K (+$10.0K)
Filed 2026-10-26
Pacific Center for Financial Services
INCREASED
Shares707 from 706
Change+1 (+0%)
Value$26.2K (+$2.7K)
Filed 2026-10-15
First Bancorp, Inc
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$24.4K (+$2.5K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares475 from 474
Change+1 (+0%)
Value$17.6K (+$1.8K)
Filed 2026-10-29
Rossby Financial, LCC
NEW
Shares400
Change+400
Value$14.8K
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$7.0K (+$726)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$4.8K (+$497)
Filed 2026-10-20
First Financial Corp
NEW
Shares50
Change+50
Value$1.9K
Filed 2026-10-13
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$232.3K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,660
Change-3,660 (-100%)
Value$0 (-$121.5K)
Filed 2026-10-15
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1,102
Change-1,102 (-100%)
Value$0 (-$36.6K)
Filed 2026-10-28
Centerpoint Advisors, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$11)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares0 from 1,080
Change-1,080 (-100%)
Value$12 (-$35.8K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 1,332,257
Change-1,332,257 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 645,280
Change-645,280 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 627,768
Change-627,768 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 401,114
Change-401,114 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 366,785
Change-366,785 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 333,942
Change-333,942 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 323,015
Change-323,015 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 305,433
Change-305,433 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 277,231
Change-277,231 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 233,436
Change-233,436 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 188,470
Change-188,470 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 172,814
Change-172,814 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 172,597
Change-172,597 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 156,104
Change-156,104 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 154,993
Change-154,993 (-100%)
Value—
FCA Corp
N/A
Shares— from 152,116
Change-152,116 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 137,579
Change-137,579 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 114,215
Change-114,215 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 111,310
Change-111,310 (-100%)
Value—
UBS Group AG
N/A
Shares— from 111,153
Change-111,153 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 90,287
Change-90,287 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 75,587
Change-75,587 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 69,287
Change-69,287 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 60,682
Change-60,682 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 59,353
Change-59,353 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 51,399
Change-51,399 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 48,696
Change-48,696 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 42,122
Change-42,122 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 41,000
Change-41,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 37,266
Change-37,266 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 35,320
Change-35,320 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 35,172
Change-35,172 (-100%)
Value—
Optas, LLC
N/A
Shares— from 30,154
Change-30,154 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 29,815
Change-29,815 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 29,189
Change-29,189 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 27,860
Change-27,860 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 27,830
Change-27,830 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 27,010
Change-27,010 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 26,423
Change-26,423 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 26,022
Change-26,022 (-100%)
Value—
&partners
N/A
Shares— from 25,296
Change-25,296 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 24,832
Change-24,832 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 23,915
Change-23,915 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,498
Change-22,498 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 21,223
Change-21,223 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,149
Change-21,149 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 20,049
Change-20,049 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,228
Change-19,228 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,966
Change-18,966 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,070
Change-16,070 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 15,297
Change-15,297 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,213
Change-15,213 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,940
Change-10,940 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 10,488
Change-10,488 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,176
Change-10,176 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 9,768
Change-9,768 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,327
Change-9,327 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,906
Change-8,906 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,883
Change-8,883 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,870
Change-8,870 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,746
Change-8,746 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,984
Change-7,984 (-100%)
Value—
Bank OZK
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,112
Change-7,112 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,145
Change-6,145 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,762
Change-5,762 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,631
Change-3,631 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 988
Change-988 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 552
Change-552 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 126
Change-126 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 102
Change-102 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Walled Lake Planning & Wealth Management, LLC
INCREASED463,995455,121+8,874+2%$15.1M$17.2M+$2.1M2026-10-29
Valley Wealth Managers, Inc.
NEW204,137—+204,137——$7.6M—2026-10-09
Friedenthal Financial
INCREASED139,374131,197+8,177+6%$4.4M$5.2M+$803.8K2026-10-27
Farther Finance Advisors, LLC
DECREASED126,615127,480-865-1%$4.2M$4.7M+$454.9K2026-10-08
Focus Financial Network, Inc.
INCREASED126,146126,116+30+0%$4.2M$4.7M+$482.9K2026-10-14
Joseph P. Lucia & Associates, LLC
DECREASED112,240112,545-3050%$3.7M$4.2M+$418.6K2026-10-30
Commonwealth Equity Services, LLC
DECREASED101,825141,855-40,030-28%$4.7M$3.8M-$939.6K2026-11-02
Creative Planning
DECREASED74,54781,064-6,517-8%$2.7M$2.8M+$68.5K2026-11-02
Yoder Wealth Management, Inc.
DECREASED71,58971,741-1520%$2.4M$2.6M+$268.4K2026-10-13
Rainey & Randall Wealth Advisors Inc.
DECREASED64,28368,203-3,920-6%$2.3M$2.4M+$115.5K2026-10-26
Hartford Financial Management Inc.
INCREASED55,79155,788+3+0%$1.9M$2.1M+$213.2K2026-10-21
Peak Financial Management, Inc.
DECREASED55,42655,886-460-1%$1.9M$2.1M+$196.4K2026-10-16
Ironsides Asset Advisors, LLC
INCREASED45,80845,806+20%$1.5M$1.7M+$175.1K2026-10-20
Walker Asset Management, LLC
DECREASED44,44845,577-1,129-2%$1.5M$1.6M+$132.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED40,63838,201+2,437+6%$1.3M$1.5M+$236.0K2026-11-02
Biltmore Family Office, LLC
UNCHANGED37,20037,20000%$1.2M$1.4M+$142.1K2026-11-03
Lido Advisors, LLC
DECREASED33,08836,249-3,161-9%$1.2M$1.2M+$21.5K2026-11-04
FSA Wealth Partners, Inc.
NEW30,299—+30,299——$1.1M—2026-10-26
Red Mountain Financial, LLC
DECREASED27,70528,212-507-2%$936.4K$1.0M+$89.0K2026-11-03
Choreo, LLC
UNCHANGED22,78022,78000%$756.1K$843.1K+$87.0K2026-10-28
Sensible Money, LLC
DECREASED21,55921,825-266-1%$724.4K$797.9K+$73.5K2026-10-20
Asset Dedication, LLC
DECREASED21,55921,825-266-1%$724.4K$797.9K+$73.5K2026-11-03
Wakefield Asset Management Lllp
NEW21,182—+21,182——$783.9K—2026-11-05
Oppenheimer & Co Inc
INCREASED19,52019,317+203+1%$641.1K$722.4K+$81.3K2026-10-26
First Heartland Consultants, Inc.
DECREASED18,80118,979-178-1%$629.9K$695.8K+$65.9K2026-10-08
Kestra Advisory Services, LLC
INCREASED16,47715,364+1,113+7%$509.9K$609.8K+$99.9K2026-11-02
Avidian Wealth Enterprises, LLC
UNCHANGED15,64015,64000%$519.1K$578.8K+$59.7K2026-10-08
Perryman Financial Advisory Inc
INCREASED14,85614,808+48+0%$491.5K$549.8K+$58.3K2026-10-16
Harbor Asset Planning, Inc.
DECREASED14,67415,870-1,196-8%$526.7K$543.0K+$16.3K2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED14,56014,56000%$483.2K$538.9K+$55.6K2026-10-23
CRA Financial Services, LLC
DECREASED14,08414,241-157-1%$472.7K$521.3K+$48.6K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED13,2506,580+6,670+101%$218.4K$490.4K+$272.0K2026-10-13
Elmwood Wealth Management, Inc.
INCREASED12,38112,126+255+2%$402.4K$458.2K+$55.8K2026-10-14
Ellis Investment Partners, LLC
DECREASED12,36712,680-313-2%$420.9K$457.7K+$36.9K2026-10-21
StoneX Group Inc.
DECREASED12,01513,851-1,836-13%$456.4K$445.9K-$10.4K2026-11-03
Koshinski Asset Management, Inc.
DECREASED11,55612,781-1,225-10%$424.2K$427.7K+$3.5K2026-10-29
Cooper Financial Group
INCREASED11,49911,492+7+0%$381.4K$425.6K+$44.2K2026-10-07
McAdam, LLC
DECREASED11,21911,259-400%$373.7K$415.2K+$41.5K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED10,96812,597-1,629-13%$428.1K$405.4K-$22.7K2026-10-13
Linscomb Wealth, Inc.
INCREASED10,9318,631+2,300+27%$286.5K$404.6K+$118.1K2026-11-05
Indivisible Partners
NEW10,123—+10,123——$374.6K—2026-10-26
Blue Sky Capital Consultants Group, Inc.
DECREASED9,46413,354-3,890-29%$443.2K$350.3K-$93.0K2026-10-13
Avaii Wealth Management, LLC
NEW9,086—+9,086——$332.7K—2026-10-09
Wagner Wealth Management, LLC
DECREASED8,0748,399-325-4%$278.8K$298.8K+$20.1K2026-10-21
Riggs Asset Managment Co. Inc.
NEW7,698—+7,698——$284.9K—2026-11-05
Targeted Financial Services LLC
INCREASED7,4746,818+656+10%$226.3K$276.6K+$50.3K2026-10-19
Segment Wealth Management, LLC
UNCHANGED7,0007,00000%$232.3K$259.1K+$26.7K2026-10-26
ProCore Advisors, LLC
UNCHANGED6,9706,97000%$231.3K$258.0K+$26.6K2026-10-14
Davenport & Co LLC
DECREASED6,8557,405-550-7%$245.8K$253.7K+$7.9K2026-10-14
Trinity Financial Advisors LLC
INCREASED6,8466,843+3+0%$227.1K$253.4K+$26.3K2026-10-09
Prospera Financial Services Inc
NEW6,843—+6,843——$271.6K—2026-11-04
International Private Wealth Advisors LLC
INCREASED6,4786,473+5+0%$214.8K$239.7K+$24.9K2026-11-05
Crescent Sterling, Ltd.
NEW6,227—+6,227——$230.5K—2026-10-16
Kestra Private Wealth Services, LLC
NEW6,128—+6,128——$226.8K—2026-10-30
S&A Financial Services, Inc.
DECREASED6,0596,243-184-3%$207.2K$224.3K+$17.0K2026-11-03
Dynamic Advisor Solutions LLC
NEW5,957—+5,957——$220.5K—2026-10-13
Acorn Wealth Advisors, LLC
NEW5,833—+5,833——$215.9K—2026-10-19
Facet Wealth, Inc.
NEW5,775—+5,775——$213.7K—2026-11-04
CX Institutional
INCREASED5,5974,760+837+18%$158$207+$492026-10-02
Harbor Investment Advisory, LLC
UNCHANGED5,3005,30000%$175.9K$196.2K+$20.2K2026-10-13
Legacy Bridge, LLC
UNCHANGED5,2105,21000%$172.9K$192.8K+$19.9K2026-10-28
Atwood & Palmer Inc
NEW4,166—+4,166——$154.2K—2026-10-08
Silver Grove Financial Group, Inc.
UNCHANGED4,0804,08000%$135.4K$151.0K+$15.6K2026-11-05
Bayban
UNCHANGED4,0004,00000%$132.8K$132.8K$02026-11-05
Citigroup Inc
DECREASED3,31633,729-30,413-90%$1.1M$122.7K-$996.7K2026-11-04
Joseph Group Capital Management
DECREASED3,2783,283-50%$109.0K$121.3K+$12.4K2026-11-04
Montag A & Associates Inc
INCREASED3,2552,433+822+34%$80.8K$120.5K+$39.7K2026-10-29
Valley National Advisers Inc
UNCHANGED3,0203,02000%$100.2K$111.8K+$11.5K2026-10-23
Parkside Financial Bank & Trust
UNCHANGED2,9102,91000%$96.6K$107.7K+$11.1K2026-10-27
IFP Advisors, Inc
DECREASED2,5042,602-98-4%$86.4K$92.7K+$6.3K2026-10-16
Jacobi Capital Management LLC
NEW1,634—+1,634——$60.5K—2026-11-05
Bokf, NA
UNCHANGED1,3651,36500%$45.3K$50.5K+$5.2K2026-10-27
Mather Group, Llc.
UNCHANGED1,0001,00000%$33.2K$37.0K+$3.8K2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED1,0001,00000%$34$38+$42026-11-04
US Bancorp \de\
UNCHANGED92092000%$30.5K$34.0K+$3.5K2026-11-05
Compass Financial Management LLC
UNCHANGED87387300%$29.0K$32.3K+$3.3K2026-10-30
Lodestone Wealth Management LLC
UNCHANGED87387300%$29.0K$32.3K+$3.3K2026-10-14
CoreCap Advisors, LLC
DECREASED8301,540-710-46%$51.1K$30.7K-$20.4K2026-10-08
AlphaCore Capital LLC
UNCHANGED77977900%$25.9K$28.8K+$3.0K2026-11-04
Fifth Third Bancorp
INCREASED764148+616+416%$4.9K$28.3K+$23.4K2026-11-05
Lanark Financial, Inc.
INCREASED719500+219+44%$16.6K$26.6K+$10.0K2026-10-26
Pacific Center for Financial Services
INCREASED707706+1+0%$23.4K$26.2K+$2.7K2026-10-15
First Bancorp, Inc
UNCHANGED66066000%$21.9K$24.4K+$2.5K2026-10-26
Signature Equity Partners, LLC
INCREASED475474+1+0%$15.7K$17.6K+$1.8K2026-10-29
Rossby Financial, LCC
NEW400—+400——$14.8K—2026-11-05
Parallel Advisors, LLC
UNCHANGED19019000%$6.3K$7.0K+$7262026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED13013000%$4.3K$4.8K+$4972026-10-20
First Financial Corp
NEW50—+50——$1.9K—2026-10-13
Pettinga Financial Advisors LLC
CLOSED07,000-7,000-100%$232.3K$0-$232.3K2026-10-13
AdvisorNet Financial, Inc
CLOSED03,660-3,660-100%$121.5K$0-$121.5K2026-10-15
Raleigh Capital Management Inc.
CLOSED01,102-1,102-100%$36.6K$0-$36.6K2026-10-28
Centerpoint Advisors, LLC
CLOSED0336-336-100%$11$0-$112026-11-05
Simplex Trading, LLC
CLOSED055-55-100%$1.8K$0-$1.8K2026-11-04
Commonwealth Retirement Investments LLC
CLOSED000—$1$0-$12026-10-26
Assetmark, Inc
DECREASED01,080-1,080-100%$35.9K$12-$35.8K2026-10-21
Morgan Stanley
N/A—1,332,257-1,332,257-100%$44.2M———
Summit Trail Advisors, LLC
N/A—645,280-645,280-100%$21.4M———
JPMorgan Chase & Co
N/A—627,768-627,768-100%$21.0M———
Bank of America Corp
N/A—401,114-401,114-100%$13.3M———
LPL Financial LLC
N/A—366,785-366,785-100%$12.2M———
Raymond James Financial Inc
N/A—333,942-333,942-100%$11.1M———
MAI Capital Management
N/A—323,015-323,015-100%$10.7M———
Cresset Asset Management, LLC
N/A—305,433-305,433-100%$10.1M———
Royal Bank of Canada
N/A—277,231-277,231-100%$9.2M———
Osaic Holdings, Inc.
N/A—233,436-233,436-100%$7.7M———
Federation des caisses Desjardins du Quebec
N/A—188,470-188,470-100%$6.3M———
Cetera Investment Advisers
N/A—172,814-172,814-100%$5.7M———
Bank of Montreal
N/A—172,597-172,597-100%$5.7M———
HighTower Advisors, LLC
N/A—156,104-156,104-100%$5.2M———
Wells Fargo & Company
N/A—154,993-154,993-100%$5.1M———
FCA Corp
N/A—152,116-152,116-100%$5.0M———
National Bank of Canada
N/A—137,579-137,579-100%$4.6M———
Pgim Custom Harvest LLC
N/A—114,215-114,215-100%$3.8M———
Ameriprise Financial Inc
N/A—111,310-111,310-100%$3.7M———
UBS Group AG
N/A—111,153-111,153-100%$3.7M———
Stelac Advisory Services LLC
N/A—90,287-90,287-100%$3.0M———
Cahill Financial Advisors Inc
N/A—75,587-75,587-100%$2.5M———
Cornerstone Advisory, LLC
N/A—69,287-69,287-100%$2.3M———
Coastal Bridge Advisors, LLC
N/A—60,682-60,682-100%$2.0M———
Berger Financial Group, Inc
N/A—59,353-59,353-100%$2.0M———
Jones Financial Companies Lllp
N/A—51,399-51,399-100%$1.7M———
Hills Bank & Trust Co
N/A—48,696-48,696-100%$1.6M———
BNP Paribas Financial Markets
N/A—42,122-42,122-100%$1.4M———
Sandler Capital Management
N/A—41,000-41,000-100%$1.4M———
Arax Advisory Partners
N/A—37,266-37,266-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—35,320-35,320-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—35,172-35,172-100%$1.2M———
Optas, LLC
N/A—30,154-30,154-100%$1.0M———
Envestnet Asset Management Inc
N/A—29,815-29,815-100%$989.6K———
LM Advisors LLC
N/A—29,189-29,189-100%$969.0K———
Great Valley Advisor Group, Inc.
N/A—27,860-27,860-100%$924.7K———
Empirical Asset Management, LLC
N/A—27,830-27,830-100%$923.7K———
Clearstead Advisors, LLC
N/A—27,010-27,010-100%$896.5K———
Merit Financial Group, LLC
N/A—26,423-26,423-100%$877.0K———
Quantinno Capital Management LP
N/A—26,022-26,022-100%$863.7K———
&partners
N/A—25,296-25,296-100%$839.6K———
UMB Bank, n.a.
N/A—24,832-24,832-100%$824.2K———
HHM Wealth Advisors, LLC
N/A—23,915-23,915-100%$793.7K———
Private Advisor Group, LLC
N/A—22,498-22,498-100%$746.7K———
Mercer Global Advisors Inc
N/A—21,223-21,223-100%$704.4K———
Rockefeller Capital Management L.P.
N/A—21,149-21,149-100%$701.9K———
Mariner, LLC
N/A—20,049-20,049-100%$665.4K———
Susquehanna International Group, LLP
N/A—19,400-19,400-100%$643.9K———
FMR LLC
N/A—19,228-19,228-100%$638.2K———
Principal Securities, Inc.
N/A—18,966-18,966-100%$629.5K———
Janney Montgomery Scott LLC
N/A—16,070-16,070-100%$533.0K———
Allworth Financial LP
N/A—15,297-15,297-100%$507.7K———
Kovack Advisors, Inc.
N/A—15,213-15,213-100%$512.2K———
Silver OAK Securities, Incorporated
N/A—13,385-13,385-100%$444.2K———
Hilltop Holdings Inc.
N/A—13,085-13,085-100%$434.3K———
Stifel Financial Corp
N/A—11,400-11,400-100%$378.4K———
Huntington National Bank
N/A—10,940-10,940-100%$363.1K———
Perissos Private Wealth Management, LLC
N/A—10,488-10,488-100%$348.1K———
Sequoia Financial Advisors, LLC
N/A—10,176-10,176-100%$337.7K———
Leo H. Evart, Inc.
N/A—9,768-9,768-100%$324.2K———
OneDigital Investment Advisors LLC
N/A—9,327-9,327-100%$309.6K———
Equitable Holdings, Inc.
N/A—9,303-9,303-100%$308.8K———
Advisory Services Network, LLC
N/A—8,906-8,906-100%$295.6K———
D. E. Shaw & Co., Inc.
N/A—8,883-8,883-100%$294.8K———
Cerity Partners LLC
N/A—8,870-8,870-100%$294.4K———
Envestnet Portfolio Solutions, Inc.
N/A—8,746-8,746-100%$290.3K———
United Capital Financial Advisors, LLC
N/A—8,000-8,000-100%$265.4K———
Geneos Wealth Management Inc.
N/A—7,984-7,984-100%$265.0K———
Bank OZK
N/A—7,800-7,800-100%$258.9K———
First National Bank of Omaha
N/A—7,500-7,500-100%$251.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—7,460-7,460-100%$247.6K———
Gladstone Institutional Advisory LLC
N/A—7,112-7,112-100%$236.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—6,995-6,995-100%$232.2K———
Zhang Financial LLC
N/A—6,900-6,900-100%$229.0K———
Snowden Capital Advisors LLC
N/A—6,870-6,870-100%$228.0K———
Blair William & Co
N/A—6,664-6,664-100%$221.2K———
Pacific SUN Financial Corp
N/A—6,145-6,145-100%$204.0K———
Bogart Wealth, LLC
N/A—5,762-5,762-100%$191.3K———
Orographic Financial Advisors, LLC
N/A—5,613-5,613-100%$202———
Global Retirement Partners, LLC
N/A—5,051-5,051-100%$167.6K———
Northwestern Mutual Wealth Management Co
N/A—4,704-4,704-100%$156.1K———
Steward Partners Investment Advisory, LLC
N/A—4,391-4,391-100%$145.7K———
Harbour Investments, Inc.
N/A—3,887-3,887-100%$129.0K———
SOA Wealth Advisors, Llc.
N/A—3,839-3,839-100%$127.4K———
NewEdge Advisors, LLC
N/A—3,831-3,831-100%$127.2K———
EP Wealth Advisors, LLC
N/A—3,631-3,631-100%$120.5K———
BlackRock, Inc.
N/A—2,300-2,300-100%$76.3K———
Allied Private Wealth LLC
N/A—1,952-1,952-100%$66.2K———
AE Wealth Management LLC
N/A—1,427-1,427-100%$47.4K———
Hollencrest Capital Management
N/A—1,420-1,420-100%$47.1K———
Clearstead Trust, LLC
N/A—1,250-1,250-100%$41.5K———
Banque Transatlantique SA
N/A—1,178-1,178-100%$39.1K———
Lavaca Capital LLC
N/A—1,100-1,100-100%$36.5K———
Ancora Advisors LLCA
N/A—988-988-100%$32.8K———
O'shaughnessy Asset Management, LLC
N/A—769-769-100%$25.5K———
Continuum Advisory, LLC
N/A—763-763-100%$25.3K———
Rothschild Investment LLC
N/A—700-700-100%$23.2K———
Franklin Resources Inc
N/A—552-552-100%$18.3K———
Front Row Advisors LLC
N/A—550-550-100%$19.8K———
PIN OAK Investment Advisors Inc
N/A—500-500-100%$17———
Medallion Wealth Advisors, LLC
N/A—500-500-100%$16.6K———
Steigerwald, Gordon & Koch Inc.
N/A—285-285-100%$9.5K———
Lowe Brockenbrough & Co Inc
N/A—250-250-100%$8.3K———
Institute for Wealth Management, Llc.
N/A—150-150-100%$5.0K———
Howe & Rusling Inc
N/A—126-126-100%$4.2K———
Qube Research & Technologies Ltd
N/A—102-102-100%$3.4K———
Financial Gravity Companies, Inc.
N/A—93-93-100%$3.1K———
Aptus Capital Advisors, LLC
N/A—60-60-100%$2.0K———
Sankala Group LLC
N/A—1-1-100%$36———
Showing 204 of 204 institutions