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Invesco International Divide (PID)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Northwest Financial Advisors
DECREASED
Shares959,321 from 960,110
Change-789 (0%)
Value$20.5M (-$809.8K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares235,354 from 237,131
Change-1,777 (-1%)
Value$5.0M (-$234.0K)
Filed 2026-11-02
Morton Capital Management LLC
DECREASED
Shares233,679 from 236,547
Change-2,868 (-1%)
Value$5.0M (-$256.7K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares187,204 from 185,656
Change+1,548 (+1%)
Value$4.0M (-$120.2K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares185,817 from 233,367
Change-47,550 (-20%)
Value$4.0M (-$1.2M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares132,887 from 177,344
Change-44,457 (-25%)
Value$2.9M (-$1.1M)
Filed 2026-10-13
Brian LOW Financial Group, LLC
INCREASED
Shares112,244 from 108,657
Change+3,587 (+3%)
Value$2.4M (-$13.1K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares111,270 from 109,884
Change+1,386 (+1%)
Value$2.4M (-$61.1K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares68,750 from 68,750
Change0 (0%)
Value$1.5M (-$56.8K)
Filed 2026-10-23
AAF Wealth Management, LLC
DECREASED
Shares57,054 from 64,662
Change-7,608 (-12%)
Value$1.2M (-$216.0K)
Filed 2026-10-28
Freedom Financial Partners LLC
DECREASED
Shares54,658 from 55,153
Change-495 (-1%)
Value$1.2M (-$56.1K)
Filed 2026-10-19
Southland Equity Partners LLC
DECREASED
Shares52,391 from 52,497
Change-106 (0%)
Value$1.1M (-$45.6K)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares50,952 from 55,699
Change-4,747 (-9%)
Value$1.1M (-$147.5K)
Filed 2026-10-22
Parcion Private Wealth LLC
DECREASED
Shares50,466 from 54,658
Change-4,192 (-8%)
Value$1.1M (-$134.8K)
Filed 2026-10-28
Mosley Wealth Management
INCREASED
Shares47,291 from 43,467
Change+3,824 (+9%)
Value$1.0M (+$84.4K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares44,944 from 1,124
Change+43,820 (+3899%)
Value$960.6K (+$935.7K)
Filed 2026-10-08
Nestegg Advisors, Inc.
DECREASED
Shares44,737 from 47,896
Change-3,159 (-7%)
Value$956.2K (-$107.1K)
Filed 2026-10-21
Eagle Strategies LLC
INCREASED
Shares44,241 from 32,881
Change+11,360 (+35%)
Value$945.6K (+$215.7K)
Filed 2026-10-16
Winebrenner Capital Management LLC
INCREASED
Shares43,856 from 40,865
Change+2,991 (+7%)
Value$937.4K (+$30.2K)
Filed 2026-10-07
Breakwater Capital Group
INCREASED
Shares41,758 from 40,722
Change+1,036 (+3%)
Value$892.5K (-$11.5K)
Filed 2026-10-09
Accel Wealth Management
DECREASED
Shares35,115 from 35,772
Change-657 (-2%)
Value$750.6K (-$43.6K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares30,529 from 32,066
Change-1,537 (-5%)
Value$652.5K (-$59.3K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares29,160 from 28,018
Change+1,142 (+4%)
Value$623.3K (+$1.3K)
Filed 2026-10-26
Appalachian Capital Management Ltd
DECREASED
Shares27,913 from 29,524
Change-1,611 (-5%)
Value$596.6K (-$58.8K)
Filed 2026-10-14
Globalt Investments LLC / GA
DECREASED
Shares27,264 from 27,964
Change-700 (-2%)
Value$582.7K (-$38.1K)
Filed 2026-10-27
BCS Wealth Management
UNCHANGED
Shares26,987 from 26,987
Change0 (0%)
Value$576.8K (-$22.3K)
Filed 2026-11-03
Alexander Randolph Advisory, Inc.
INCREASED
Shares25,294 from 25,287
Change+7 (+0%)
Value$540.6K (-$20.7K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
DECREASED
Shares22,157 from 23,577
Change-1,420 (-6%)
Value$474.0K (+$473.5K)
Filed 2026-10-27
Bluedoor Private Wealth, LLC
UNCHANGED
Shares20,066 from 20,066
Change0 (0%)
Value$428.9K (-$16.6K)
Filed 2026-11-05
Saxon Interests, Inc.
UNCHANGED
Shares19,946 from 19,946
Change0 (0%)
Value$426.3K (-$16.5K)
Filed 2026-10-26
SimpliFi, Inc.
DECREASED
Shares19,410 from 23,063
Change-3,653 (-16%)
Value$414.9K (-$97.1K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares17,931 from 19,065
Change-1,134 (-6%)
Value$383.3K (-$40.0K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares17,358 from 19,775
Change-2,417 (-12%)
Value$371.0K (-$68.0K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares13,768 from 16,237
Change-2,469 (-15%)
Value$294.3K (-$66.2K)
Filed 2026-11-05
BIP Wealth, LLC
DECREASED
Shares13,600 from 21,800
Change-8,200 (-38%)
Value$290.7K (-$193.3K)
Filed 2026-10-22
StoneX Group Inc.
NEW
Shares12,878
Change+12,878
Value$283.8K
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,623 from 12,533
Change+90 (+1%)
Value$269.8K (-$8.4K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
UNCHANGED
Shares12,416 from 12,416
Change0 (0%)
Value$265.4K (-$10.3K)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares11,818 from 13,522
Change-1,704 (-13%)
Value$252.6K (-$47.6K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares11,644 from 11,644
Change0 (0%)
Value$248.9K (-$9.6K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares11,150 from 11,343
Change-193 (-2%)
Value$238.3K (-$13.5K)
Filed 2026-10-30
Lantern Wealth Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$213.7K (-$8.3K)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares9,953 from 9,383
Change+570 (+6%)
Value$212.7K (+$4.4K)
Filed 2026-10-16
Principle Wealth Partners LLC
DECREASED
Shares9,920 from 35,812
Change-25,892 (-72%)
Value$212.0K (-$583.0K)
Filed 2026-11-02
Riverchase Wealth Management, LLC
UNCHANGED
Shares9,362 from 9,362
Change0 (0%)
Value$200.1K (-$7.7K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares4,234 from 5,139
Change-905 (-18%)
Value$90 (-$24)
Filed 2026-10-02
Nova Financial LLC
NEW
Shares4,214
Change+4,214
Value$90.1K
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$63.8K (-$2.9K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares2,952
Change+2,952
Value$63.1K
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$49.2K (-$1.9K)
Filed 2026-10-14
US Bancorp \de\
UNCHANGED
Shares2,129 from 2,129
Change0 (0%)
Value$45.5K (-$1.8K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$43.6K (-$1.7K)
Filed 2026-10-16
Gamma Investing LLC
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$38.3K (-$1.5K)
Filed 2026-10-08
GHP Investment Advisors, Inc.
INCREASED
Shares1,786 from 1,773
Change+13 (+1%)
Value$38.2K (-$1.2K)
Filed 2026-10-15
Wagner Wealth Management, LLC
INCREASED
Shares1,527 from 935
Change+592 (+63%)
Value$32.6K (+$11.9K)
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares1,521 from 1,521
Change0 (0%)
Value$32.5K (-$1.3K)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$29.9K (-$1.2K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares1,212 from 1,212
Change0 (0%)
Value$25.9K (-$1.0K)
Filed 2026-10-29
Jnba Financial Advisors
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$21.9K (-$846)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$15.2K (-$589)
Filed 2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$8.1K (-$313)
Filed 2026-10-07
Compass Financial Management LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$4.7K (-$188)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$2.8K (-$108)
Filed 2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$2.1K (-$80)
Filed 2026-10-13
Valley National Advisers Inc
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$1.6K (-$60)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$773 (-$30)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$256 (-$10)
Filed 2026-10-21
Davis Capital Management
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$54 (-$1)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 12,570
Change-12,570 (-100%)
Value$0 (-$279.1K)
Filed 2026-10-16
Tsfg, LLC
CLOSED
Shares0 from 6,450
Change-6,450 (-100%)
Value$0 (-$143.0K)
Filed 2026-10-23
NBT Bank, N.A.
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$42.2K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,656
Change-1,656 (-100%)
Value$0 (-$37.8K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 3,235,994
Change-3,235,994 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,576,515
Change-1,576,515 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,247,869
Change-1,247,869 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,152,976
Change-1,152,976 (-100%)
Value—
UBS Group AG
N/A
Shares— from 921,753
Change-921,753 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 913,843
Change-913,843 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 889,648
Change-889,648 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 809,382
Change-809,382 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 633,789
Change-633,789 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 394,832
Change-394,832 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 293,709
Change-293,709 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 279,406
Change-279,406 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 265,187
Change-265,187 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 251,791
Change-251,791 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 238,786
Change-238,786 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 199,666
Change-199,666 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 174,940
Change-174,940 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 142,677
Change-142,677 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 122,502
Change-122,502 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 116,535
Change-116,535 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 115,906
Change-115,906 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 111,630
Change-111,630 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 103,511
Change-103,511 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 102,535
Change-102,535 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 87,885
Change-87,885 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 87,681
Change-87,681 (-100%)
Value—
&partners
N/A
Shares— from 72,547
Change-72,547 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 68,288
Change-68,288 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 63,026
Change-63,026 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 61,488
Change-61,488 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 55,843
Change-55,843 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 51,182
Change-51,182 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 48,086
Change-48,086 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,210
Change-46,210 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 41,182
Change-41,182 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 38,226
Change-38,226 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 34,717
Change-34,717 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 30,937
Change-30,937 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,918
Change-24,918 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 24,437
Change-24,437 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,714
Change-23,714 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 20,991
Change-20,991 (-100%)
Value—
Stephens Inc
N/A
Shares— from 20,934
Change-20,934 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 18,014
Change-18,014 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,695
Change-17,695 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,640
Change-17,640 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 17,279
Change-17,279 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,653
Change-15,653 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,053
Change-14,053 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,001
Change-13,001 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 12,893
Change-12,893 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,128
Change-12,128 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 10,470
Change-10,470 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9,627
Change-9,627 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 9,459
Change-9,459 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,342
Change-9,342 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,307
Change-9,307 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 9,053
Change-9,053 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,001
Change-8,001 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,112
Change-6,112 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 785
Change-785 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 497
Change-497 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 399
Change-399 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Status
Northwest Financial Advisors
DECREASED959,321960,110-7890%$21.3M$20.5M-$809.8K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED235,354237,131-1,777-1%$5.3M$5.0M-$234.0K2026-11-02
Morton Capital Management LLC
DECREASED233,679236,547-2,868-1%$5.3M$5.0M-$256.7K2026-10-23
Focus Financial Network, Inc.
INCREASED187,204185,656+1,548+1%$4.1M$4.0M-$120.2K2026-10-14
Commonwealth Equity Services, LLC
DECREASED185,817233,367-47,550-20%$5.2M$4.0M-$1.2M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED132,887177,344-44,457-25%$4.0M$2.9M-$1.1M2026-10-13
Brian LOW Financial Group, LLC
INCREASED112,244108,657+3,587+3%$2.4M$2.4M-$13.1K2026-10-28
Creative Planning
INCREASED111,270109,884+1,386+1%$2.4M$2.4M-$61.1K2026-11-02
Brandywine OAK Private Wealth LLC
UNCHANGED68,75068,75000%$1.5M$1.5M-$56.8K2026-10-23
AAF Wealth Management, LLC
DECREASED57,05464,662-7,608-12%$1.4M$1.2M-$216.0K2026-10-28
Freedom Financial Partners LLC
DECREASED54,65855,153-495-1%$1.2M$1.2M-$56.1K2026-10-19
Southland Equity Partners LLC
DECREASED52,39152,497-1060%$1.2M$1.1M-$45.6K2026-10-14
Capital Investment Advisors, LLC
DECREASED50,95255,699-4,747-9%$1.2M$1.1M-$147.5K2026-10-22
Parcion Private Wealth LLC
DECREASED50,46654,658-4,192-8%$1.2M$1.1M-$134.8K2026-10-28
Mosley Wealth Management
INCREASED47,29143,467+3,824+9%$965.0K$1.0M+$84.4K2026-10-16
Farther Finance Advisors, LLC
INCREASED44,9441,124+43,820+3899%$25.0K$960.6K+$935.7K2026-10-08
Nestegg Advisors, Inc.
DECREASED44,73747,896-3,159-7%$1.1M$956.2K-$107.1K2026-10-21
Eagle Strategies LLC
INCREASED44,24132,881+11,360+35%$729.9K$945.6K+$215.7K2026-10-16
Winebrenner Capital Management LLC
INCREASED43,85640,865+2,991+7%$907.2K$937.4K+$30.2K2026-10-07
Breakwater Capital Group
INCREASED41,75840,722+1,036+3%$904.0K$892.5K-$11.5K2026-10-09
Accel Wealth Management
DECREASED35,11535,772-657-2%$794.1K$750.6K-$43.6K2026-10-13
Kestra Advisory Services, LLC
DECREASED30,52932,066-1,537-5%$711.9K$652.5K-$59.3K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED29,16028,018+1,142+4%$622.0K$623.3K+$1.3K2026-10-26
Appalachian Capital Management Ltd
DECREASED27,91329,524-1,611-5%$655.4K$596.6K-$58.8K2026-10-14
Globalt Investments LLC / GA
DECREASED27,26427,964-700-2%$620.8K$582.7K-$38.1K2026-10-27
BCS Wealth Management
UNCHANGED26,98726,98700%$599.1K$576.8K-$22.3K2026-11-03
Alexander Randolph Advisory, Inc.
INCREASED25,29425,287+7+0%$561.4K$540.6K-$20.7K2026-11-04
Capital Advisors, Ltd. LLC
DECREASED22,15723,577-1,420-6%$523$474.0K+$473.5K2026-10-27
Bluedoor Private Wealth, LLC
UNCHANGED20,06620,06600%$445.5K$428.9K-$16.6K2026-11-05
Saxon Interests, Inc.
UNCHANGED19,94619,94600%$442.8K$426.3K-$16.5K2026-10-26
SimpliFi, Inc.
DECREASED19,41023,063-3,653-16%$512.0K$414.9K-$97.1K2026-10-28
Sigma Planning Corp
DECREASED17,93119,065-1,134-6%$423.2K$383.3K-$40.0K2026-10-23
Golden State Wealth Management, LLC
DECREASED17,35819,775-2,417-12%$439.0K$371.0K-$68.0K2026-11-02
Fifth Third Bancorp
DECREASED13,76816,237-2,469-15%$360.5K$294.3K-$66.2K2026-11-05
BIP Wealth, LLC
DECREASED13,60021,800-8,200-38%$484.0K$290.7K-$193.3K2026-10-22
StoneX Group Inc.
NEW12,878—+12,878——$283.8K—2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED12,62312,533+90+1%$278.2K$269.8K-$8.4K2026-10-13
Flynn Zito Capital Management, LLC
UNCHANGED12,41612,41600%$275.6K$265.4K-$10.3K2026-11-04
Visionary Wealth Advisors
DECREASED11,81813,522-1,704-13%$300.2K$252.6K-$47.6K2026-11-04
Kingswood Wealth Advisors, LLC
UNCHANGED11,64411,64400%$258.5K$248.9K-$9.6K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED11,15011,343-193-2%$251.8K$238.3K-$13.5K2026-10-30
Lantern Wealth Advisors, LLC
UNCHANGED10,00010,00000%$222.0K$213.7K-$8.3K2026-10-22
PFG Advisors
INCREASED9,9539,383+570+6%$208.3K$212.7K+$4.4K2026-10-16
Principle Wealth Partners LLC
DECREASED9,92035,812-25,892-72%$795.0K$212.0K-$583.0K2026-11-02
Riverchase Wealth Management, LLC
UNCHANGED9,3629,36200%$207.8K$200.1K-$7.7K2026-10-28
CX Institutional
DECREASED4,2345,139-905-18%$114$90-$242026-10-02
Nova Financial LLC
NEW4,214—+4,214——$90.1K—2026-11-04
Community Financial Services Group, LLC
UNCHANGED3,0003,00000%$66.7K$63.8K-$2.9K2026-10-15
Root Financial Partners, LLC
NEW2,952—+2,952——$63.1K—2026-10-21
Mather Group, Llc.
UNCHANGED2,3002,30000%$51.1K$49.2K-$1.9K2026-10-14
US Bancorp \de\
UNCHANGED2,1292,12900%$47.3K$45.5K-$1.8K2026-11-05
IFP Advisors, Inc
UNCHANGED2,0382,03800%$45.2K$43.6K-$1.7K2026-10-16
Gamma Investing LLC
UNCHANGED1,7921,79200%$39.8K$38.3K-$1.5K2026-10-08
GHP Investment Advisors, Inc.
INCREASED1,7861,773+13+1%$39.4K$38.2K-$1.2K2026-10-15
Wagner Wealth Management, LLC
INCREASED1,527935+592+63%$20.8K$32.6K+$11.9K2026-10-21
Center for Financial Planning, Inc.
UNCHANGED1,5211,52100%$33.8K$32.5K-$1.3K2026-10-26
Parallel Advisors, LLC
UNCHANGED1,4001,40000%$31.1K$29.9K-$1.2K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED1,2121,21200%$26.9K$25.9K-$1.0K2026-10-29
Jnba Financial Advisors
UNCHANGED1,0251,02500%$22.8K$21.9K-$8462026-11-03
Private Trust Co NA
UNCHANGED71371300%$15.8K$15.2K-$5892026-10-20
Elevation Wealth Partners, LLC
UNCHANGED38038000%$8.4K$8.1K-$3132026-10-07
Compass Financial Management LLC
UNCHANGED22222200%$4.9K$4.7K-$1882026-10-30
CoreCap Advisors, LLC
UNCHANGED13113100%$2.9K$2.8K-$1082026-10-08
Cape Investment Advisory, Inc.
UNCHANGED979700%$2.2K$2.1K-$802026-10-13
Valley National Advisers Inc
UNCHANGED737300%$1.6K$1.6K-$602026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED363600%$803$773-$302026-10-23
Assetmark, Inc
UNCHANGED121200%$266$256-$102026-10-21
Davis Capital Management
INCREASED32+1+50%$55$54-$12026-10-08
Concurrent Investment Advisors, LLC
CLOSED012,570-12,570-100%$279.1K$0-$279.1K2026-10-16
Tsfg, LLC
CLOSED06,450-6,450-100%$143.0K$0-$143.0K2026-10-23
NBT Bank, N.A.
CLOSED01,900-1,900-100%$42.2K$0-$42.2K2026-10-21
Cornerstone Planning Group LLC
CLOSED01,656-1,656-100%$37.8K$0-$37.8K2026-10-16
International Assets Investment Management, LLC
CLOSED080-80-100%$1.8K$0-$1.8K2026-11-02
Morgan Stanley
N/A—3,235,994-3,235,994-100%$71.8M———
Wells Fargo & Company
N/A—1,576,515-1,576,515-100%$35.0M———
LPL Financial LLC
N/A—1,247,869-1,247,869-100%$27.7M———
Strategic Wealth Partners, Ltd.
N/A—1,152,976-1,152,976-100%$25.6M———
UBS Group AG
N/A—921,753-921,753-100%$20.5M———
Bank of America Corp
N/A—913,843-913,843-100%$20.3M———
Equitable Holdings, Inc.
N/A—889,648-889,648-100%$19.8M———
Jones Financial Companies Lllp
N/A—809,382-809,382-100%$18.1M———
Modern Wealth Management, LLC
N/A—633,789-633,789-100%$14.1M———
Kingsview Wealth Management, LLC
N/A—394,832-394,832-100%$8.8M———
Northwestern Mutual Wealth Management Co
N/A—293,709-293,709-100%$6.5M———
Osaic Holdings, Inc.
N/A—279,406-279,406-100%$6.2M———
Royal Bank of Canada
N/A—265,187-265,187-100%$5.9M———
Raymond James Financial Inc
N/A—251,791-251,791-100%$5.6M———
Envestnet Asset Management Inc
N/A—238,786-238,786-100%$5.3M———
HighTower Advisors, LLC
N/A—199,666-199,666-100%$4.4M———
Cahill Financial Advisors Inc
N/A—174,940-174,940-100%$3.9M———
Sanctuary Advisors, LLC
N/A—142,677-142,677-100%$3.2M———
Cheviot Value Management, LLC
N/A—122,502-122,502-100%$2.7M———
Continuum Advisory, LLC
N/A—116,535-116,535-100%$2.6M———
Mariner, LLC
N/A—115,906-115,906-100%$2.6M———
JPMorgan Chase & Co
N/A—111,630-111,630-100%$2.5M———
Cetera Investment Advisers
N/A—103,511-103,511-100%$2.3M———
Ameriprise Financial Inc
N/A—102,535-102,535-100%$2.3M———
One Wealth Map LLC
N/A—87,885-87,885-100%$2.1M———
Stifel Financial Corp
N/A—87,681-87,681-100%$1.9M———
&partners
N/A—72,547-72,547-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—68,288-68,288-100%$1.5M———
NewEdge Advisors, LLC
N/A—63,026-63,026-100%$1.4M———
MML Investors Services, LLC
N/A—61,488-61,488-100%$1.4M———
Capital Analysts, LLC
N/A—55,843-55,843-100%$1.2M———
First American Trust, FSB
N/A—51,182-51,182-100%$1.1M———
Institute for Wealth Management, Llc.
N/A—48,086-48,086-100%$1.1M———
Cerity Partners LLC
N/A—46,210-46,210-100%$1.0M———
Private Advisor Group, LLC
N/A—41,182-41,182-100%$914.2K———
Drive Wealth Management, LLC
N/A—38,226-38,226-100%$848.6K———
Legacy Financial Advisors, Inc.
N/A—34,717-34,717-100%$770.7K———
IFG Advisory, LLC
N/A—30,937-30,937-100%$686.8K———
Rockefeller Capital Management L.P.
N/A—24,918-24,918-100%$553.2K———
Merit Financial Group, LLC
N/A—24,437-24,437-100%$542.5K———
Arkadios Wealth Advisors
N/A—23,714-23,714-100%$526.4K———
Wood Tarver Financial Group, LLC
N/A—20,991-20,991-100%$466.0K———
Stephens Inc
N/A—20,934-20,934-100%$464.7K———
Janney Montgomery Scott LLC
N/A—18,014-18,014-100%$400.0K———
Essex Financial Services, Inc.
N/A—17,695-17,695-100%$392.8K———
Mutual Advisors, LLC
N/A—17,640-17,640-100%$391.6K———
Federation des caisses Desjardins du Quebec
N/A—17,279-17,279-100%$383.6K———
Susquehanna International Group, LLP
N/A—15,653-15,653-100%$347.5K———
UMB Bank, n.a.
N/A—14,600-14,600-100%$324.1K———
Beacon Pointe Advisors, LLC
N/A—14,053-14,053-100%$312.0K———
Two Sigma Investments, LP
N/A—13,900-13,900-100%$308.6K———
Captrust Financial Advisors
N/A—13,001-13,001-100%$288.6K———
Flow Traders U.S. LLC
N/A—12,893-12,893-100%$286.0K———
Citadel Advisors LLC
N/A—12,128-12,128-100%$269.2K———
Keating Financial Advisory Services, Inc.
N/A—11,855-11,855-100%$263.2K———
Genesis Wealth Advisors, LLC
N/A—10,710-10,710-100%$237.8K———
Arax Advisory Partners
N/A—10,678-10,678-100%$237.1K———
Waterloo Capital, L.P.
N/A—10,470-10,470-100%$232.4K———
NorthRock Partners, LLC
N/A—9,627-9,627-100%$213.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—9,459-9,459-100%$210.0K———
Calton & Associates, Inc.
N/A—9,342-9,342-100%$207.4K———
FMR LLC
N/A—9,307-9,307-100%$206.6K———
Coastwise Capital Group, LLC
N/A—9,053-9,053-100%$201.0K———
National Bank of Canada
N/A—8,283-8,283-100%$183.6K———
Founders Financial Alliance, LLC
N/A—8,001-8,001-100%$177.6K———
Geneos Wealth Management Inc.
N/A—7,925-7,925-100%$175.9K———
Allworth Financial LP
N/A—6,112-6,112-100%$135.7K———
Steward Partners Investment Advisory, LLC
N/A—5,610-5,610-100%$124.5K———
Bank of Montreal
N/A—5,608-5,608-100%$124.5K———
EP Wealth Advisors, LLC
N/A—4,600-4,600-100%$102.1K———
Blair William & Co
N/A—4,560-4,560-100%$101.2K———
PNC Financial Services Group, Inc.
N/A—2,875-2,875-100%$63.8K———
BFC Planning, Inc.
N/A—2,189-2,189-100%$48.6K———
Global Retirement Partners, LLC
N/A—2,001-2,001-100%$44.4K———
Russell Investments Group, Ltd.
N/A—1,795-1,795-100%$39.8K———
Medallion Wealth Advisors, LLC
N/A—1,437-1,437-100%$31.9K———
Ameriflex Group, Inc.
N/A—1,411-1,411-100%$31.3K———
Atomic Invest LLC
N/A—1,107-1,107-100%$24.7K———
Harbour Investments, Inc.
N/A—1,068-1,068-100%$23.7K———
FAS Wealth Partners, Inc.
N/A—1,033-1,033-100%$22.9K———
Aptus Capital Advisors, LLC
N/A—1,029-1,029-100%$22.8K———
SouthState Bank Corp
N/A—785-785-100%$17.4K———
Vanguard Advisers Inc
N/A—497-497-100%$11.0K———
Godfrey Financial Associates, Inc.
N/A—400-400-100%$8.9K———
MidFirst Bank
N/A—399-399-100%$8.9K———
Bellevue Asset Management, LLC
N/A—372-372-100%$8.3K———
AE Wealth Management LLC
N/A—345-345-100%$7.7K———
Dunhill Financial, LLC
N/A—333-333-100%$7.4K———
Bartlett & Co. Wealth Management LLC
N/A—212-212-100%$4.7K———
Synergy Investment Management, LLC
N/A—149-149-100%$3.3K———
Strategic Investment Solutions, Inc.
N/A—86-86-100%$1.9K———
Showing 164 of 164 institutions