Invesco S&P 500 Equal Weight (RSPS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Equity Investment Corp

NEW

Shares456,750

Change+456,750

Value$35.4M

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares205,228 from 159,074

Change+46,154 (+29%)

Value$5.9M (+$1.1M)

Filed 2026-11-06

Cambiar Investors LLC

NEW

Shares196,831

Change+196,831

Value$5.6M

Filed 2026-11-04

First International Bank of Israel Ltd.

UNCHANGED

Shares126,500 from 126,500

Change0 (0%)

Value$3.6M (-$161.9K)

Filed 2026-11-04

Thompson Siegel & Walmsley LLC

NEW

Shares125,351

Change+125,351

Value$3.6M

Filed 2026-11-05

Friedenthal Financial

INCREASED

Shares66,441 from 60,761

Change+5,680 (+9%)

Value$1.9M (+$85.2K)

Filed 2026-10-27

Truist Financial Corp

INCREASED

Shares59,989 from 58,049

Change+1,940 (+3%)

Value$1.7M (-$18.6K)

Filed 2026-10-30

WealthBridge Capital Management, LLC

INCREASED

Shares55,882 from 55,700

Change+182 (+0%)

Value$1.6M (-$66.1K)

Filed 2026-10-16

Miller Howard Investments Inc

NEW

Shares51,559

Change+51,559

Value$1.5M

Filed 2026-10-26

Joseph P. Lucia & Associates, LLC

DECREASED

Shares49,975 from 50,550

Change-575 (-1%)

Value$1.4M (-$81.2K)

Filed 2026-10-30

Farther Finance Advisors, LLC

DECREASED

Shares44,776 from 45,268

Change-492 (-1%)

Value$1.3M (-$72.1K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares37,424 from 38,702

Change-1,278 (-3%)

Value$1.1M (-$86.0K)

Filed 2026-11-02

Yoder Wealth Management, Inc.

UNCHANGED

Shares29,270 from 29,270

Change0 (0%)

Value$840.0K (-$37.5K)

Filed 2026-10-13

Dhjj Financial Advisors, Ltd.

DECREASED

Shares26,627 from 29,221

Change-2,594 (-9%)

Value$764.2K (-$111.9K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

DECREASED

Shares25,877 from 26,986

Change-1,109 (-4%)

Value$742.7K (-$66.4K)

Filed 2026-11-02

Clearstead Advisors, LLC

DECREASED

Shares23,061 from 23,489

Change-428 (-2%)

Value$661.9K (-$42.3K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares20,303 from 430

Change+19,873 (+4622%)

Value$582.7K (+$569.8K)

Filed 2026-11-05

Walker Asset Management, LLC

DECREASED

Shares19,187 from 19,574

Change-387 (-2%)

Value$550.7K (-$36.2K)

Filed 2026-10-13

Nuance Investments, LLC

NEW

Shares17,684

Change+17,684

Value$507.5K

Filed 2026-11-06

Sunbeam Capital Management, LLC

DECREASED

Shares17,481 from 17,895

Change-414 (-2%)

Value$501.7K (-$34.8K)

Filed 2026-11-05

Lido Advisors, LLC

DECREASED

Shares17,174 from 18,189

Change-1,015 (-6%)

Value$492.9K (-$52.4K)

Filed 2026-11-04

First Heartland Consultants, Inc.

DECREASED

Shares15,990 from 16,922

Change-932 (-6%)

Value$458.9K (-$48.4K)

Filed 2026-10-08

Allspring Global Investments Holdings, LLC

NEW

Shares14,918

Change+14,918

Value$425.0K

Filed 2026-11-04

Tsfg, LLC

DECREASED

Shares13,964 from 14,079

Change-115 (-1%)

Value$401 (-$421.6K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares12,623 from 11,631

Change+992 (+9%)

Value$362.3K (+$13.6K)

Filed 2026-11-02

Royal Fund Management, LLC

DECREASED

Shares11,923 from 12,173

Change-250 (-2%)

Value$342.2K (-$22.8K)

Filed 2026-10-22

Focus Financial Network, Inc.

UNCHANGED

Shares10,817 from 10,817

Change0 (0%)

Value$310.4K (-$13.8K)

Filed 2026-10-14

Private Wealth Group, LLC

DECREASED

Shares10,666 from 10,997

Change-331 (-3%)

Value$306.1K (-$23.6K)

Filed 2026-10-19

Fearless Solutions, LLC dba Best Invest

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$301.4K (-$13.4K)

Filed 2026-10-14

QTR Family Wealth, LLC

DECREASED

Shares10,317 from 10,474

Change-157 (-1%)

Value$296.1K (-$17.9K)

Filed 2026-11-02

Apollon Wealth Management, LLC

UNCHANGED

Shares10,160 from 10,160

Change0 (0%)

Value$291.6K (-$13.0K)

Filed 2026-10-23

Stonebridge Financial Planning Group, LLC

INCREASED

Shares9,733 from 9,730

Change+3 (+0%)

Value$279.3K (-$12.4K)

Filed 2026-11-06

Mondrian Investment Partners LTD

INCREASED

Shares8,622 from 7,085

Change+1,537 (+22%)

Value$265.3K (+$52.9K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

UNCHANGED

Shares8,410 from 8,410

Change0 (0%)

Value$241.4K (-$10.8K)

Filed 2026-11-06

Sage Capital Management, LLC

INCREASED

Shares7,648 from 7,618

Change+30 (+0%)

Value$219.5K (-$8.9K)

Filed 2026-10-20

Great Lakes Advisors, LLC

NEW

Shares7,530

Change+7,530

Value$216.1K

Filed 2026-11-06

Weaver Capital Management LLC

DECREASED

Shares6,592 from 6,884

Change-292 (-4%)

Value$189.2K (-$13.9K)

Filed 2026-10-15

Allworth Financial LP

UNCHANGED

Shares5,805 from 5,805

Change0 (0%)

Value$174.0K ($0)

Filed 2026-11-06

CoreCap Advisors, LLC

UNCHANGED

Shares3,270 from 3,270

Change0 (0%)

Value$93.8K (-$4.2K)

Filed 2026-10-08

CX Institutional

DECREASED

Shares2,952 from 3,124

Change-172 (-6%)

Value$85 (-$9)

Filed 2026-10-02

Costello Asset Management, Inc

INCREASED

Shares1,200 from 1,193

Change+7 (+1%)

Value$34.4K (-$1.3K)

Filed 2026-10-30

JFS Wealth Advisors, LLC

INCREASED

Shares833 from 827

Change+6 (+1%)

Value$23.9K (-$896)

Filed 2026-11-03

Angeles Wealth Management, LLC

NEW

Shares820

Change+820

Value$23.5K

Filed 2026-10-26

Capital Investment Advisory Services, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$14.4K (-$640)

Filed 2026-10-30

Latitude Advisors, LLC

NEW

Shares467

Change+467

Value$13.4K

Filed 2026-10-27

Planning Strategies Inc.

UNCHANGED

Shares294 from 294

Change0 (0%)

Value$8.4K (-$376)

Filed 2026-10-02

Compass Financial Management LLC

UNCHANGED

Shares255 from 255

Change0 (0%)

Value$7.3K (-$623)

Filed 2026-10-30

Realta Investment Advisors

INCREASED

Shares170 from 169

Change+1 (+1%)

Value$4.9K (-$183)

Filed 2026-10-14

Parallel Advisors, LLC

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$4.2K (-$185)

Filed 2026-11-03

Elevated Capital Advisors, LLC

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$2.3K (-$102)

Filed 2026-11-04

Princeton Global Asset Management LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.1K (-$51)

Filed 2026-10-21

AlphaCore Capital LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.1K (-$51)

Filed 2026-11-04

Fortune Financial Group, Inc.

CLOSED

Shares0 from 10,829

Change-10,829 (-100%)

Value$0 (-$324.7K)

Filed 2026-10-22

Redstone Wealth Management, LLC

CLOSED

Shares0 from 7,815

Change-7,815 (-100%)

Value$0 (-$234.3K)

Filed 2026-10-20

International Assets Investment Management, LLC

CLOSED

Shares0 from 160

Change-160 (-100%)

Value$0 (-$4.8K)

Filed 2026-11-02

Cresset Asset Management, LLC

N/A

Shares— from 343,084

Change-343,084 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 320,537

Change-320,537 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 295,487

Change-295,487 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 194,133

Change-194,133 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 183,405

Change-183,405 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 99,024

Change-99,024 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 93,139

Change-93,139 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 92,585

Change-92,585 (-100%)

Value—

UBS Group AG

N/A

Shares— from 73,588

Change-73,588 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 70,000

Change-70,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 55,488

Change-55,488 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 43,680

Change-43,680 (-100%)

Value—

Stelac Advisory Services LLC

N/A

Shares— from 38,635

Change-38,635 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 38,355

Change-38,355 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 28,908

Change-28,908 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 28,744

Change-28,744 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 21,114

Change-21,114 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 20,600

Change-20,600 (-100%)

Value—

Planning Directions Inc

N/A

Shares— from 17,188

Change-17,188 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 16,150

Change-16,150 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 16,128

Change-16,128 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,496

Change-15,496 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 15,257

Change-15,257 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 14,004

Change-14,004 (-100%)

Value—

Cedrus Wealth Group LLC

N/A

Shares— from 13,648

Change-13,648 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,751

Change-12,751 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,497

Change-12,497 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 12,423

Change-12,423 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 11,970

Change-11,970 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 11,716

Change-11,716 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 10,606

Change-10,606 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 10,040

Change-10,040 (-100%)

Value—

Vista Investment Management

N/A

Shares— from 9,371

Change-9,371 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 9,230

Change-9,230 (-100%)

Value—

Aristotle Capital Management, LLC

N/A

Shares— from 9,028

Change-9,028 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 9,017

Change-9,017 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 8,938

Change-8,938 (-100%)

Value—

Optas, LLC

N/A

Shares— from 8,734

Change-8,734 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,520

Change-8,520 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 7,020

Change-7,020 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,704

Change-5,704 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,179

Change-5,179 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 3,408

Change-3,408 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,153

Change-3,153 (-100%)

Value—

Monetary Management Group Inc

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 1,817

Change-1,817 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,761

Change-1,761 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,750

Change-1,750 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,235

Change-1,235 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 710

Change-710 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 695

Change-695 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 641

Change-641 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 520

Change-520 (-100%)

Value—

Walsh & Associates, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 464

Change-464 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 448

Change-448 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 400

Change-400 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 242

Change-242 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 237

Change-237 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 215

Change-215 (-100%)

Value—

Blair William & Co

N/A

Shares— from 175

Change-175 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 155

Change-155 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 145

Change-145 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 109

Change-109 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 31

Change-31 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Equity Investment Corp	NEW	456,750	—	+456,750	—	—	$35.4M	—	2026-11-04
LPL Financial LLC	INCREASED	205,228	159,074	+46,154	+29%	$4.8M	$5.9M	+$1.1M	2026-11-06
Cambiar Investors LLC	NEW	196,831	—	+196,831	—	—	$5.6M	—	2026-11-04
First International Bank of Israel Ltd.	UNCHANGED	126,500	126,500	0	0%	$3.8M	$3.6M	-$161.9K	2026-11-04
Thompson Siegel & Walmsley LLC	NEW	125,351	—	+125,351	—	—	$3.6M	—	2026-11-05
Friedenthal Financial	INCREASED	66,441	60,761	+5,680	+9%	$1.8M	$1.9M	+$85.2K	2026-10-27
Truist Financial Corp	INCREASED	59,989	58,049	+1,940	+3%	$1.7M	$1.7M	-$18.6K	2026-10-30
WealthBridge Capital Management, LLC	INCREASED	55,882	55,700	+182	+0%	$1.7M	$1.6M	-$66.1K	2026-10-16
Miller Howard Investments Inc	NEW	51,559	—	+51,559	—	—	$1.5M	—	2026-10-26
Joseph P. Lucia & Associates, LLC	DECREASED	49,975	50,550	-575	-1%	$1.5M	$1.4M	-$81.2K	2026-10-30
Farther Finance Advisors, LLC	DECREASED	44,776	45,268	-492	-1%	$1.4M	$1.3M	-$72.1K	2026-10-08
Cambridge Investment Research Advisors, Inc.	DECREASED	37,424	38,702	-1,278	-3%	$1.2M	$1.1M	-$86.0K	2026-11-02
Yoder Wealth Management, Inc.	UNCHANGED	29,270	29,270	0	0%	$877.5K	$840.0K	-$37.5K	2026-10-13
Dhjj Financial Advisors, Ltd.	DECREASED	26,627	29,221	-2,594	-9%	$876.1K	$764.2K	-$111.9K	2026-10-23
Commonwealth Equity Services, LLC	DECREASED	25,877	26,986	-1,109	-4%	$809.0K	$742.7K	-$66.4K	2026-11-02
Clearstead Advisors, LLC	DECREASED	23,061	23,489	-428	-2%	$704.2K	$661.9K	-$42.3K	2026-11-06
Fifth Third Bancorp	INCREASED	20,303	430	+19,873	+4622%	$12.9K	$582.7K	+$569.8K	2026-11-05
Walker Asset Management, LLC	DECREASED	19,187	19,574	-387	-2%	$586.8K	$550.7K	-$36.2K	2026-10-13
Nuance Investments, LLC	NEW	17,684	—	+17,684	—	—	$507.5K	—	2026-11-06
Sunbeam Capital Management, LLC	DECREASED	17,481	17,895	-414	-2%	$536.5K	$501.7K	-$34.8K	2026-11-05
Lido Advisors, LLC	DECREASED	17,174	18,189	-1,015	-6%	$545.3K	$492.9K	-$52.4K	2026-11-04
First Heartland Consultants, Inc.	DECREASED	15,990	16,922	-932	-6%	$507.3K	$458.9K	-$48.4K	2026-10-08
Allspring Global Investments Holdings, LLC	NEW	14,918	—	+14,918	—	—	$425.0K	—	2026-11-04
Tsfg, LLC	DECREASED	13,964	14,079	-115	-1%	$422.0K	$401	-$421.6K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	12,623	11,631	+992	+9%	$348.7K	$362.3K	+$13.6K	2026-11-02
Royal Fund Management, LLC	DECREASED	11,923	12,173	-250	-2%	$365.0K	$342.2K	-$22.8K	2026-10-22
Focus Financial Network, Inc.	UNCHANGED	10,817	10,817	0	0%	$324.3K	$310.4K	-$13.8K	2026-10-14
Private Wealth Group, LLC	DECREASED	10,666	10,997	-331	-3%	$329.7K	$306.1K	-$23.6K	2026-10-19
Fearless Solutions, LLC dba Best Invest	UNCHANGED	10,500	10,500	0	0%	$314.8K	$301.4K	-$13.4K	2026-10-14
QTR Family Wealth, LLC	DECREASED	10,317	10,474	-157	-1%	$314.0K	$296.1K	-$17.9K	2026-11-02
Apollon Wealth Management, LLC	UNCHANGED	10,160	10,160	0	0%	$304.6K	$291.6K	-$13.0K	2026-10-23
Stonebridge Financial Planning Group, LLC	INCREASED	9,733	9,730	+3	+0%	$291.7K	$279.3K	-$12.4K	2026-11-06
Mondrian Investment Partners LTD	INCREASED	8,622	7,085	+1,537	+22%	$212.4K	$265.3K	+$52.9K	2026-10-23
PNC Financial Services Group, Inc.	UNCHANGED	8,410	8,410	0	0%	$252.1K	$241.4K	-$10.8K	2026-11-06
Sage Capital Management, LLC	INCREASED	7,648	7,618	+30	+0%	$228.4K	$219.5K	-$8.9K	2026-10-20
Great Lakes Advisors, LLC	NEW	7,530	—	+7,530	—	—	$216.1K	—	2026-11-06
Weaver Capital Management LLC	DECREASED	6,592	6,884	-292	-4%	$203.1K	$189.2K	-$13.9K	2026-10-15
Allworth Financial LP	UNCHANGED	5,805	5,805	0	0%	$174.0K	$174.0K	$0	2026-11-06
CoreCap Advisors, LLC	UNCHANGED	3,270	3,270	0	0%	$98.0K	$93.8K	-$4.2K	2026-10-08
CX Institutional	DECREASED	2,952	3,124	-172	-6%	$94	$85	-$9	2026-10-02
Costello Asset Management, Inc	INCREASED	1,200	1,193	+7	+1%	$35.8K	$34.4K	-$1.3K	2026-10-30
JFS Wealth Advisors, LLC	INCREASED	833	827	+6	+1%	$24.8K	$23.9K	-$896	2026-11-03
Angeles Wealth Management, LLC	NEW	820	—	+820	—	—	$23.5K	—	2026-10-26
Capital Investment Advisory Services, LLC	UNCHANGED	500	500	0	0%	$15.0K	$14.4K	-$640	2026-10-30
Latitude Advisors, LLC	NEW	467	—	+467	—	—	$13.4K	—	2026-10-27
Planning Strategies Inc.	UNCHANGED	294	294	0	0%	$8.8K	$8.4K	-$376	2026-10-02
Compass Financial Management LLC	UNCHANGED	255	255	0	0%	$7.9K	$7.3K	-$623	2026-10-30
Realta Investment Advisors	INCREASED	170	169	+1	+1%	$5.1K	$4.9K	-$183	2026-10-14
Parallel Advisors, LLC	UNCHANGED	145	145	0	0%	$4.3K	$4.2K	-$185	2026-11-03
Elevated Capital Advisors, LLC	UNCHANGED	80	80	0	0%	$2.4K	$2.3K	-$102	2026-11-04
Princeton Global Asset Management LLC	UNCHANGED	40	40	0	0%	$1.2K	$1.1K	-$51	2026-10-21
AlphaCore Capital LLC	UNCHANGED	40	40	0	0%	$1.2K	$1.1K	-$51	2026-11-04
Fortune Financial Group, Inc.	CLOSED	0	10,829	-10,829	-100%	$324.7K	$0	-$324.7K	2026-10-22
Redstone Wealth Management, LLC	CLOSED	0	7,815	-7,815	-100%	$234.3K	$0	-$234.3K	2026-10-20
International Assets Investment Management, LLC	CLOSED	0	160	-160	-100%	$4.8K	$0	-$4.8K	2026-11-02
Cresset Asset Management, LLC	N/A	—	343,084	-343,084	-100%	$10.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	320,537	-320,537	-100%	$9.6M	—	—	—
Bank of America Corp	N/A	—	295,487	-295,487	-100%	$8.9M	—	—	—
Cetera Investment Advisers	N/A	—	194,133	-194,133	-100%	$5.8M	—	—	—
Morgan Stanley	N/A	—	183,405	-183,405	-100%	$5.5M	—	—	—
HighTower Advisors, LLC	N/A	—	99,024	-99,024	-100%	$3.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	93,139	-93,139	-100%	$2.8M	—	—	—
Ameriprise Financial Inc	N/A	—	92,585	-92,585	-100%	$2.8M	—	—	—
UBS Group AG	N/A	—	73,588	-73,588	-100%	$2.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	70,000	-70,000	-100%	$2.1M	—	—	—
JPMorgan Chase & Co	N/A	—	55,488	-55,488	-100%	$1.7M	—	—	—
Pacific SUN Financial Corp	N/A	—	43,680	-43,680	-100%	$1.3M	—	—	—
Stelac Advisory Services LLC	N/A	—	38,635	-38,635	-100%	$1.2M	—	—	—
Cahill Financial Advisors Inc	N/A	—	38,355	-38,355	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	28,908	-28,908	-100%	$866.8K	—	—	—
Hills Bank & Trust Co	N/A	—	28,744	-28,744	-100%	$861.7K	—	—	—
Quantinno Capital Management LP	N/A	—	21,114	-21,114	-100%	$633.0K	—	—	—
Wells Fargo & Company	N/A	—	20,600	-20,600	-100%	$617.6K	—	—	—
Planning Directions Inc	N/A	—	17,188	-17,188	-100%	$515.3K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	16,150	-16,150	-100%	$484.2K	—	—	—
Stifel Financial Corp	N/A	—	16,128	-16,128	-100%	$483.5K	—	—	—
Royal Bank of Canada	N/A	—	15,496	-15,496	-100%	$464.0K	—	—	—
Pgim Custom Harvest LLC	N/A	—	15,257	-15,257	-100%	$457.4K	—	—	—
Brookwood Investment Group LLC	N/A	—	14,004	-14,004	-100%	$419.8K	—	—	—
Cedrus Wealth Group LLC	N/A	—	13,648	-13,648	-100%	$409.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	12,751	-12,751	-100%	$391.4K	—	—	—
Arax Advisory Partners	N/A	—	12,497	-12,497	-100%	$374.7K	—	—	—
Private Advisor Group, LLC	N/A	—	12,423	-12,423	-100%	$372.5K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	11,970	-11,970	-100%	$358.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	11,716	-11,716	-100%	$351.2K	—	—	—
Raymond James Financial Inc	N/A	—	10,606	-10,606	-100%	$318.0K	—	—	—
Strive Financial Group,LLC	N/A	—	10,040	-10,040	-100%	$301.0K	—	—	—
Vista Investment Management	N/A	—	9,371	-9,371	-100%	$281.0K	—	—	—
Kovack Advisors, Inc.	N/A	—	9,230	-9,230	-100%	$279.5K	—	—	—
Aristotle Capital Management, LLC	N/A	—	9,028	-9,028	-100%	$270.7K	—	—	—
Cary Street Partners Financial LLC	N/A	—	9,017	-9,017	-100%	$270.3K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	8,938	-8,938	-100%	$268.0K	—	—	—
Optas, LLC	N/A	—	8,734	-8,734	-100%	$261.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,520	-8,520	-100%	$255.4K	—	—	—
Empirical Asset Management, LLC	N/A	—	7,020	-7,020	-100%	$210.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,704	-5,704	-100%	$171.0K	—	—	—
FMR LLC	N/A	—	5,179	-5,179	-100%	$155.3K	—	—	—
Lazard Asset Management LLC	N/A	—	3,408	-3,408	-100%	$102.2K	—	—	—
Harbour Investments, Inc.	N/A	—	3,153	-3,153	-100%	$94.5K	—	—	—
Monetary Management Group Inc	N/A	—	3,000	-3,000	-100%	$89.9K	—	—	—
Howe & Rusling Inc	N/A	—	1,817	-1,817	-100%	$54.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,761	-1,761	-100%	$52.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,750	-1,750	-100%	$52.5K	—	—	—
AE Wealth Management LLC	N/A	—	1,235	-1,235	-100%	$37.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	710	-710	-100%	$21.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	695	-695	-100%	$20.8K	—	—	—
Bogart Wealth, LLC	N/A	—	641	-641	-100%	$19.2K	—	—	—
Capital Analysts, LLC	N/A	—	520	-520	-100%	$16	—	—	—
Walsh & Associates, LLC	N/A	—	500	-500	-100%	$15.0K	—	—	—
Banque Transatlantique SA	N/A	—	464	-464	-100%	$13.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	448	-448	-100%	$13.4K	—	—	—
Glenmede Trust Co NA	N/A	—	400	-400	-100%	$12.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	242	-242	-100%	$7.3K	—	—	—
Franklin Resources Inc	N/A	—	237	-237	-100%	$7.1K	—	—	—
Dunhill Financial, LLC	N/A	—	215	-215	-100%	$6.4K	—	—	—
Blair William & Co	N/A	—	175	-175	-100%	$5.2K	—	—	—
IFG Advisory, LLC	N/A	—	155	-155	-100%	$4.6K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	145	-145	-100%	$4.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	109	-109	-100%	$3.3K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	31	-31	-100%	$929	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	22	-22	-100%	$660	—	—	—
BFC Planning, Inc.	N/A	—	15	-15	-100%	$450	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$30	—	—	—

Showing 123 of 123 institutions