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Invesco Nasdaq Internet ETF (PNQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares1,460,618 from 1,568,057
Change-107,439 (-7%)
Value$74.1M (+$2.6M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares274,129 from 266,537
Change+7,592 (+3%)
Value$13.9M (+$1.8M)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares38,634 from 40,453
Change-1,819 (-4%)
Value$2.0M (+$116.6K)
Filed 2026-11-03
Santori & Peters, Inc.
DECREASED
Shares36,499 from 36,739
Change-240 (-1%)
Value$1.9M (+$177.5K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
INCREASED
Shares26,492 from 23,278
Change+3,214 (+14%)
Value$1.3M (+$283.3K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,336 from 27,476
Change-2,140 (-8%)
Value$1.3M (+$34.0K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares20,798 from 20,856
Change-58 (0%)
Value$1.1M (+$104.7K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
DECREASED
Shares18,914 from 19,914
Change-1,000 (-5%)
Value$959.7K (+$52.1K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares18,354 from 16,832
Change+1,522 (+9%)
Value$931.2K (+$164.1K)
Filed 2026-11-02
David J Yvars Group
DECREASED
Shares16,601 from 17,415
Change-814 (-5%)
Value$842.2K (+$48.5K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares15,753 from 15,517
Change+236 (+2%)
Value$799.3K (+$92.1K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares15,727 from 15,727
Change0 (0%)
Value$798.0K (+$81.2K)
Filed 2026-10-30
US Bancorp \de\
UNCHANGED
Shares15,515 from 15,515
Change0 (0%)
Value$787.2K (+$80.1K)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares14,313 from 14,330
Change-17 (0%)
Value$726.2K (+$73.1K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
DECREASED
Shares12,950 from 13,123
Change-173 (-1%)
Value$657.1K (+$59.0K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares12,876 from 12,870
Change+6 (+0%)
Value$653.3K (+$66.7K)
Filed 2026-11-04
Sowell Financial Services LLC
UNCHANGED
Shares11,575 from 11,575
Change0 (0%)
Value$587.3K (+$59.8K)
Filed 2026-10-23
RDA Financial Network
DECREASED
Shares10,710 from 11,210
Change-500 (-4%)
Value$543.4K (+$32.5K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,469 from 10,254
Change+215 (+2%)
Value$543.5K (+$48.9K)
Filed 2026-10-13
Austin Wealth Management, LLC
DECREASED
Shares9,495 from 9,685
Change-190 (-2%)
Value$493.0K (+$23.9K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares8,300
Change+8,300
Value$421.1K
Filed 2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED
Shares8,135 from 8,245
Change-110 (-1%)
Value$412.8K (+$37.0K)
Filed 2026-10-26
Schnieders Capital Management, Llc.
UNCHANGED
Shares7,660 from 7,660
Change0 (0%)
Value$388.7K (+$39.5K)
Filed 2026-11-09
Perigon Wealth Management, LLC
UNCHANGED
Shares7,398 from 7,398
Change0 (0%)
Value$375.4K (+$38.2K)
Filed 2026-10-22
Global Financial Private Client, LLC
UNCHANGED
Shares6,665 from 6,665
Change0 (0%)
Value$338.2K (+$34.4K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares6,571 from 5,809
Change+762 (+13%)
Value$336.5K (+$63.4K)
Filed 2026-11-03
Tcfg Investment Advisors, LLC
DECREASED
Shares6,532 from 6,583
Change-51 (-1%)
Value$331.4K (+$31.4K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares6,319 from 6,269
Change+50 (+1%)
Value$320.6K (+$34.9K)
Filed 2026-11-05
Sound Income Strategies, LLC
DECREASED
Shares5,997 from 6,600
Change-603 (-9%)
Value$311.4K (+$10.6K)
Filed 2026-10-09
Millennium Capital Advisors, LLC
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$293.5K (+$29.9K)
Filed 2026-10-16
Kestra Advisory Services, LLC
UNCHANGED
Shares5,382 from 5,382
Change0 (0%)
Value$273.1K (+$27.8K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares5,351 from 5,351
Change0 (0%)
Value$271.5K (+$27.6K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares5,161 from 5,856
Change-695 (-12%)
Value$261.9K (-$5.0K)
Filed 2026-10-16
Fifth Third Securities, Inc.
UNCHANGED
Shares4,988 from 4,988
Change0 (0%)
Value$253.1K (+$25.8K)
Filed 2026-10-21
Equitable Trust Co
UNCHANGED
Shares4,543 from 4,543
Change0 (0%)
Value$230.5K (+$23.5K)
Filed 2026-10-13
RCW Management, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$223.2K (+$22.7K)
Filed 2026-10-30
WJ Wealth Management, LLC
NEW
Shares4,250
Change+4,250
Value$215.6K
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares4,190
Change+4,190
Value$212.6K
Filed 2026-10-28
Meridian Investment Counsel Inc.
NEW
Shares4,040
Change+4,040
Value$205.0K
Filed 2026-10-14
Beaumont Financial Advisors, LLC
NEW
Shares4,000
Change+4,000
Value$203.0K
Filed 2026-10-22
Courier Capital LLC
NEW
Shares4,000
Change+4,000
Value$203.0K
Filed 2026-10-19
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$111.6K (+$11.4K)
Filed 2026-11-06
Atlantic Private Wealth, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$101.5K (+$10.3K)
Filed 2026-11-09
Vaquero Private Wealth, LTD
DECREASED
Shares1,915 from 2,166
Change-251 (-12%)
Value$97.2K (-$1.6K)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares1,668 from 1,668
Change0 (0%)
Value$76.0K ($0)
Filed 2026-11-06
Financial Freedom, LLC
NEW
Shares1,100
Change+1,100
Value$55.8K
Filed 2026-11-06
Citigroup Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$55.8K (+$5.7K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$55.8K (+$5.7K)
Filed 2026-11-02
IFG Advisory, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$50.7K (+$5.2K)
Filed 2026-11-09
IFP Advisors, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$22.8K (+$2.3K)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$19.0K (+$1.9K)
Filed 2026-10-26
Rossby Financial, LCC
NEW
Shares300
Change+300
Value$15.2K
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$15.0K (+$1.5K)
Filed 2026-10-08
Darwin Wealth Management, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$14.5K (+$1.5K)
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.7K (+$1.3K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$12.2K (+$1.2K)
Filed 2026-10-06
Robbins Farley
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$12.1K (+$1.2K)
Filed 2026-10-21
Downshift Financial, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$10.7K (+$1.1K)
Filed 2026-10-13
Hantz Financial Services, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$9 (+$1)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares172
Change+172
Value$8.7K
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$7.2K (+$728)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.1K (+$517)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$4.8K (+$490)
Filed 2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$4.7K (+$480)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$4.7K (+$475)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.6K (+$465)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares59
Change+59
Value$3.0K
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.3K (+$232)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-13
Russell Investments Group, Ltd.
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-06
UBS Group AG
N/A
Shares— from 659,334
Change-659,334 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 363,087
Change-363,087 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 203,071
Change-203,071 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 140,947
Change-140,947 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 95,477
Change-95,477 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 90,474
Change-90,474 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 45,033
Change-45,033 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 43,280
Change-43,280 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,176
Change-41,176 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 40,925
Change-40,925 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 36,824
Change-36,824 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,605
Change-31,605 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,160
Change-29,160 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,574
Change-26,574 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,300
Change-26,300 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 25,150
Change-25,150 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,787
Change-24,787 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,498
Change-24,498 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,689
Change-23,689 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,600
Change-23,600 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 23,215
Change-23,215 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 22,011
Change-22,011 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,047
Change-17,047 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,494
Change-14,494 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,539
Change-13,539 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,277
Change-12,277 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,205
Change-12,205 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,157
Change-10,157 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,785
Change-9,785 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,584
Change-7,584 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,779
Change-6,779 (-100%)
Value—
&partners
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,071
Change-6,071 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 700
Change-700 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 155
Change-155 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 138
Change-138 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED1,460,6181,568,057-107,439-7%$71.5M$74.1M+$2.6M2026-11-06
LPL Financial LLC
INCREASED274,129266,537+7,592+3%$12.1M$13.9M+$1.8M2026-11-06
Parallel Advisors, LLC
DECREASED38,63440,453-1,819-4%$1.8M$2.0M+$116.6K2026-11-03
Santori & Peters, Inc.
DECREASED36,49936,739-240-1%$1.7M$1.9M+$177.5K2026-10-26
SeaCrest Wealth Management, LLC
INCREASED26,49223,278+3,214+14%$1.1M$1.3M+$283.3K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED25,33627,476-2,140-8%$1.3M$1.3M+$34.0K2026-11-02
Merit Financial Group, LLC
DECREASED20,79820,856-580%$950.5K$1.1M+$104.7K2026-11-06
Harbor Investment Advisory, LLC
DECREASED18,91419,914-1,000-5%$907.6K$959.7K+$52.1K2026-10-13
Creative Planning
INCREASED18,35416,832+1,522+9%$767.1K$931.2K+$164.1K2026-11-02
David J Yvars Group
DECREASED16,60117,415-814-5%$793.7K$842.2K+$48.5K2026-10-09
Commonwealth Equity Services, LLC
INCREASED15,75315,517+236+2%$707.2K$799.3K+$92.1K2026-11-02
Joseph P. Lucia & Associates, LLC
UNCHANGED15,72715,72700%$716.8K$798.0K+$81.2K2026-10-30
US Bancorp \de\
UNCHANGED15,51515,51500%$707.1K$787.2K+$80.1K2026-11-05
Harbour Investments, Inc.
DECREASED14,31314,330-170%$653.1K$726.2K+$73.1K2026-11-09
J.W. Cole Advisors, Inc.
DECREASED12,95013,123-173-1%$598.1K$657.1K+$59.0K2026-11-05
Lido Advisors, LLC
INCREASED12,87612,870+6+0%$586.6K$653.3K+$66.7K2026-11-04
Sowell Financial Services LLC
UNCHANGED11,57511,57500%$527.5K$587.3K+$59.8K2026-10-23
RDA Financial Network
DECREASED10,71011,210-500-4%$510.9K$543.4K+$32.5K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED10,46910,254+215+2%$494.7K$543.5K+$48.9K2026-10-13
Austin Wealth Management, LLC
DECREASED9,4959,685-190-2%$469.0K$493.0K+$23.9K2026-11-06
Ascentis Independent Advisors
NEW8,300—+8,300——$421.1K—2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED8,1358,245-110-1%$375.8K$412.8K+$37.0K2026-10-26
Schnieders Capital Management, Llc.
UNCHANGED7,6607,66000%$349.1K$388.7K+$39.5K2026-11-09
Perigon Wealth Management, LLC
UNCHANGED7,3987,39800%$337.2K$375.4K+$38.2K2026-10-22
Global Financial Private Client, LLC
UNCHANGED6,6656,66500%$303.8K$338.2K+$34.4K2026-10-15
StoneX Group Inc.
INCREASED6,5715,809+762+13%$273.1K$336.5K+$63.4K2026-11-03
Tcfg Investment Advisors, LLC
DECREASED6,5326,583-51-1%$300.0K$331.4K+$31.4K2026-10-20
Fifth Third Bancorp
INCREASED6,3196,269+50+1%$285.7K$320.6K+$34.9K2026-11-05
Sound Income Strategies, LLC
DECREASED5,9976,600-603-9%$300.8K$311.4K+$10.6K2026-10-09
Millennium Capital Advisors, LLC
UNCHANGED5,7855,78500%$263.7K$293.5K+$29.9K2026-10-16
Kestra Advisory Services, LLC
UNCHANGED5,3825,38200%$245.3K$273.1K+$27.8K2026-11-02
Onyx Bridge Wealth Group LLC
UNCHANGED5,3515,35100%$243.9K$271.5K+$27.6K2026-10-16
PFG Advisors
DECREASED5,1615,856-695-12%$266.9K$261.9K-$5.0K2026-10-16
Fifth Third Securities, Inc.
UNCHANGED4,9884,98800%$227.3K$253.1K+$25.8K2026-10-21
Equitable Trust Co
UNCHANGED4,5434,54300%$207.0K$230.5K+$23.5K2026-10-13
RCW Management, LLC
UNCHANGED4,4004,40000%$200.5K$223.2K+$22.7K2026-10-30
WJ Wealth Management, LLC
NEW4,250—+4,250——$215.6K—2026-11-03
Partners Wealth Management, LLC
NEW4,190—+4,190——$212.6K—2026-10-28
Meridian Investment Counsel Inc.
NEW4,040—+4,040——$205.0K—2026-10-14
Beaumont Financial Advisors, LLC
NEW4,000—+4,000——$203.0K—2026-10-22
Courier Capital LLC
NEW4,000—+4,000——$203.0K—2026-10-19
PNC Financial Services Group, Inc.
UNCHANGED2,2002,20000%$100.3K$111.6K+$11.4K2026-11-06
Atlantic Private Wealth, LLC
UNCHANGED2,0002,00000%$91.2K$101.5K+$10.3K2026-11-09
Vaquero Private Wealth, LTD
DECREASED1,9152,166-251-12%$98.7K$97.2K-$1.6K2026-10-27
Allworth Financial LP
UNCHANGED1,6681,66800%$76.0K$76.0K$02026-11-06
Financial Freedom, LLC
NEW1,100—+1,100——$55.8K—2026-11-06
Citigroup Inc
UNCHANGED1,1001,10000%$50.1K$55.8K+$5.7K2026-11-04
Westside Investment Management, Inc.
UNCHANGED1,1001,10000%$50.1K$55.8K+$5.7K2026-11-02
IFG Advisory, LLC
UNCHANGED1,0001,00000%$45.6K$50.7K+$5.2K2026-11-09
IFP Advisors, Inc
UNCHANGED45045000%$20.5K$22.8K+$2.3K2026-10-16
First Bancorp, Inc
UNCHANGED37537500%$17.1K$19.0K+$1.9K2026-10-26
Rossby Financial, LCC
NEW300—+300——$15.2K—2026-11-05
Farther Finance Advisors, LLC
UNCHANGED29529500%$13.4K$15.0K+$1.5K2026-10-08
Darwin Wealth Management, LLC
UNCHANGED28528500%$13.0K$14.5K+$1.5K2026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED25025000%$11.4K$12.7K+$1.3K2026-10-15
Central Pacific Bank - Trust Division
UNCHANGED24024000%$10.9K$12.2K+$1.2K2026-10-06
Robbins Farley
UNCHANGED23823800%$10.8K$12.1K+$1.2K2026-10-21
Downshift Financial, LLC
UNCHANGED21021000%$9.6K$10.7K+$1.1K2026-10-13
Hantz Financial Services, Inc.
UNCHANGED18518500%$8$9+$12026-11-09
Root Financial Partners, LLC
NEW172—+172——$8.7K—2026-10-21
Private Trust Co NA
UNCHANGED14114100%$6.4K$7.2K+$7282026-10-20
Larson Financial Group LLC
UNCHANGED10010000%$4.6K$5.1K+$5172026-11-05
Creative Financial Designs Inc
UNCHANGED959500%$4.3K$4.8K+$4902026-11-04
Ascentis Wealth Management, LLC
UNCHANGED939300%$4.2K$4.7K+$4802026-11-03
Abound Wealth Management
UNCHANGED929200%$4.2K$4.7K+$4752026-10-26
Asset Dedication, LLC
UNCHANGED909000%$4.1K$4.6K+$4652026-11-03
Balance Wealth Partners LLC
NEW59—+59——$3.0K—2026-10-27
Assetmark, Inc
UNCHANGED454500%$2.1K$2.3K+$2322026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED0220-220-100%$10.0K$0-$10.0K2026-10-16
Founders Capital Management
CLOSED095-95-100%$4.3K$0-$4.3K2026-10-13
Russell Investments Group, Ltd.
CLOSED085-85-100%$3.9K$0-$3.9K2026-11-06
UBS Group AG
N/A—659,334-659,334-100%$30.0M———
Goldman Sachs Group Inc
N/A—363,087-363,087-100%$16.5M———
Wells Fargo & Company
N/A—203,071-203,071-100%$9.3M———
Morgan Stanley
N/A—140,947-140,947-100%$6.4M———
Bank of America Corp
N/A—95,477-95,477-100%$4.4M———
Royal Bank of Canada
N/A—90,474-90,474-100%$4.1M———
BNP Paribas Financial Markets
N/A—50,000-50,000-100%$2.3M———
Osaic Holdings, Inc.
N/A—45,033-45,033-100%$2.1M———
Pacific SUN Financial Corp
N/A—43,280-43,280-100%$2.0M———
Raymond James Financial Inc
N/A—41,176-41,176-100%$1.9M———
Pathstone Holdings, LLC
N/A—40,925-40,925-100%$1.9M———
Jones Financial Companies Lllp
N/A—36,824-36,824-100%$1.7M———
Cetera Investment Advisers
N/A—31,605-31,605-100%$1.4M———
JPMorgan Chase & Co
N/A—29,160-29,160-100%$1.3M———
Stifel Financial Corp
N/A—26,574-26,574-100%$1.2M———
Ameriprise Financial Inc
N/A—26,300-26,300-100%$1.2M———
Texas Yale Capital Corp.
N/A—25,150-25,150-100%$1.1M———
Citadel Advisors LLC
N/A—24,787-24,787-100%$1.1M———
FMR LLC
N/A—24,498-24,498-100%$1.1M———
Mariner, LLC
N/A—23,689-23,689-100%$1.1M———
Private Advisor Group, LLC
N/A—23,600-23,600-100%$1.1M———
Benjamin Edwards Inc
N/A—23,215-23,215-100%$1.1M———
FourThought Financial Partners, LLC
N/A—22,011-22,011-100%$1.0M———
GTS Securities LLC
N/A—17,047-17,047-100%$776.9K———
Sanctuary Advisors, LLC
N/A—14,494-14,494-100%$660.6K———
MML Investors Services, LLC
N/A—13,539-13,539-100%$617.0K———
Kovack Advisors, Inc.
N/A—13,325-13,325-100%$625.9K———
CIBC World Market Inc.
N/A—12,277-12,277-100%$559.5K———
Wealthspire Advisors, LLC
N/A—12,205-12,205-100%$556.2K———
Envestnet Asset Management Inc
N/A—10,157-10,157-100%$462.9K———
AQR Capital Management LLC
N/A—9,785-9,785-100%$446.0K———
Tower Research Capital LLC (TRC)
N/A—9,751-9,751-100%$444.4K———
Ironwood Investment Counsel, LLC
N/A—9,030-9,030-100%$411.6K———
Hirtle & Co., LLC
N/A—8,600-8,600-100%$391.9K———
Northwestern Mutual Wealth Management Co
N/A—7,584-7,584-100%$345.6K———
Susquehanna International Group, LLP
N/A—7,310-7,310-100%$333.2K———
NewEdge Advisors, LLC
N/A—7,283-7,283-100%$331.9K———
Waverly Advisors, LLC
N/A—6,779-6,779-100%$309.0K———
&partners
N/A—6,713-6,713-100%$306.0K———
PFG Investments, LLC
N/A—6,096-6,096-100%$277.8K———
GWN Securities Inc.
N/A—6,071-6,071-100%$276.7K———
Focus Partners Wealth
N/A—4,907-4,907-100%$223.6K———
GSA Capital Partners LLP
N/A—4,798-4,798-100%$219.0K———
Captrust Financial Advisors
N/A—4,685-4,685-100%$213.5K———
Kintra Wealth, LLC
N/A—4,660-4,660-100%$242.8K———
XTX Topco Ltd
N/A—4,545-4,545-100%$207.1K———
Blair William & Co
N/A—2,546-2,546-100%$116.0K———
O'shaughnessy Asset Management, LLC
N/A—1,958-1,958-100%$89.2K———
Rockefeller Capital Management L.P.
N/A—1,955-1,955-100%$89.1K———
Atlantic Union Bankshares Corp
N/A—1,500-1,500-100%$68.4K———
GW&K Investment Management, LLC
N/A—1,375-1,375-100%$63.0K———
Concord Investment Counsel Inc.
N/A—1,304-1,304-100%$59.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,100-1,100-100%$50.1K———
AE Wealth Management LLC
N/A—1,053-1,053-100%$48.0K———
Huntington National Bank
N/A—1,000-1,000-100%$45.6K———
Global Retirement Partners, LLC
N/A—741-741-100%$33.8K———
National Bank of Canada
N/A—700-700-100%$31.9K———
Aptus Capital Advisors, LLC
N/A—688-688-100%$31.4K———
Steward Partners Investment Advisory, LLC
N/A—664-664-100%$30.3K———
BlackRock, Inc.
N/A—320-320-100%$14.6K———
Mpwm Advisory Solutions, LLC
N/A—230-230-100%$10.5K———
SOA Wealth Advisors, Llc.
N/A—160-160-100%$7.3K———
Whittier Trust Co
N/A—155-155-100%$7.4K———
Qube Research & Technologies Ltd
N/A—138-138-100%$6.3K———
Frazier Financial Advisors, LLC
N/A—32-32-100%$1.5K———
Showing 136 of 136 institutions