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Invesco High Yield Equity DI (PEY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,361,441 from 1,351,755
Change+9,686 (+1%)
Value$31.1M (-$273.5K)
Filed 2026-11-06
Investors Research Corp
INCREASED
Shares404,850 from 389,733
Change+15,117 (+4%)
Value$9.2M (+$202.3K)
Filed 2026-10-07
Good Steward Wealth Advisors,LLC
DECREASED
Shares212,366 from 217,982
Change-5,616 (-3%)
Value$4.8M (-$207.9K)
Filed 2026-11-06
Salomon & Ludwin, LLC
DECREASED
Shares202,668 from 203,973
Change-1,305 (-1%)
Value$4.6M (-$163.5K)
Filed 2026-10-29
AlphaCore Capital LLC
INCREASED
Shares171,636 from 167,763
Change+3,873 (+2%)
Value$3.9M (+$27.0K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
DECREASED
Shares167,560 from 169,227
Change-1,667 (-1%)
Value$3.8M (+$3.8M)
Filed 2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED
Shares156,001 from 158,932
Change-2,931 (-2%)
Value$3.6M (-$125.0K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
DECREASED
Shares138,423 from 138,485
Change-62 (0%)
Value$3.2M (-$52.1K)
Filed 2026-10-15
Cresta Advisors, Ltd.
INCREASED
Shares135,354 from 120,233
Change+15,121 (+13%)
Value$3.1M (+$301.0K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares133,451 from 138,031
Change-4,580 (-3%)
Value$3.0M (-$155.0K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares120,214 from 120,570
Change-356 (0%)
Value$2.7M (-$52.2K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares92,392 from 97,827
Change-5,435 (-6%)
Value$2.1M (-$160.0K)
Filed 2026-11-02
Brick & Kyle, Associates
INCREASED
Shares81,523 from 78,971
Change+2,552 (+3%)
Value$1.9M (+$168.4K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares64,958 from 71,883
Change-6,925 (-10%)
Value$1.5M (-$184.3K)
Filed 2026-11-05
Barrett & Company, Inc.
INCREASED
Shares39,096 from 38,987
Change+109 (+0%)
Value$891.9K (-$11.8K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares35,313 from 35,185
Change+128 (+0%)
Value$805.6K (-$10.0K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares34,059 from 33,834
Change+225 (+1%)
Value$777.0K (-$7.2K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares33,986 from 35,390
Change-1,404 (-4%)
Value$775.4K (-$45.0K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,930 from 32,555
Change+375 (+1%)
Value$760.4K (-$11.5K)
Filed 2026-10-13
BKM Wealth Management, LLC
INCREASED
Shares32,395 from 30,660
Change+1,735 (+6%)
Value$739.1K (+$28.4K)
Filed 2026-10-22
NWF Advisory Services Inc.
UNCHANGED
Shares32,036 from 32,036
Change0 (0%)
Value$730.9K (-$11.7K)
Filed 2026-10-19
Stolper Co
DECREASED
Shares31,342 from 31,869
Change-527 (-2%)
Value$715 (-$24)
Filed 2026-10-13
City State Bank
DECREASED
Shares30,227 from 30,352
Change-125 (0%)
Value$689.6K (-$14.0K)
Filed 2026-10-20
AdvisorNet Financial, Inc
DECREASED
Shares28,998 from 41,738
Change-12,740 (-31%)
Value$672.7K (-$294.8K)
Filed 2026-10-15
Globalt Investments LLC / GA
DECREASED
Shares27,260 from 29,209
Change-1,949 (-7%)
Value$621.9K (-$55.2K)
Filed 2026-10-27
First Premier Bank
UNCHANGED
Shares24,680 from 24,680
Change0 (0%)
Value$563 (-$9)
Filed 2026-10-13
Institute for Wealth Management, Llc.
UNCHANGED
Shares24,452 from 24,452
Change0 (0%)
Value$557.8K (-$8.9K)
Filed 2026-11-06
PFG Advisors
DECREASED
Shares23,885 from 24,332
Change-447 (-2%)
Value$544.9K (-$19.1K)
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares23,489 from 25,293
Change-1,804 (-7%)
Value$536.6K (-$57.0K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares22,486 from 40,127
Change-17,641 (-44%)
Value$548.9K (-$381.2K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares20,711
Change+20,711
Value$472.5K
Filed 2026-10-16
Tred Avon Family Wealth, LLC
UNCHANGED
Shares17,849 from 17,849
Change0 (0%)
Value$407.2K (-$6.5K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares16,643 from 16,769
Change-126 (-1%)
Value$379.7K (-$9.0K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares15,847 from 16,797
Change-950 (-6%)
Value$361.5K (-$27.8K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares15,317 from 15,294
Change+23 (+0%)
Value$349.5K (-$5.1K)
Filed 2026-11-06
Wedmont Private Capital
INCREASED
Shares14,752 from 14,488
Change+264 (+2%)
Value$340.6K (-$2.9K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$330.8K (+$20.2K)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares14,460 from 15,960
Change-1,500 (-9%)
Value$341.4K (-$28.6K)
Filed 2026-10-20
Mindset Wealth Management, LLC
UNCHANGED
Shares14,043 from 14,043
Change0 (0%)
Value$320.4K (-$5.1K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares14,019 from 13,925
Change+94 (+1%)
Value$319.8K (-$2.9K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares13,713 from 14,163
Change-450 (-3%)
Value$312.8K (-$15.5K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares12,979 from 12,786
Change+193 (+2%)
Value$314.1K (+$7.4K)
Filed 2026-10-27
Private Client Services, LLC
NEW
Shares12,741
Change+12,741
Value$290.7K
Filed 2026-10-02
Precedent Wealth Partners, LLC
UNCHANGED
Shares12,728 from 12,728
Change0 (0%)
Value$290.4K (-$4.7K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares12,620 from 12,837
Change-217 (-2%)
Value$287.9K (-$9.6K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares12,337 from 15,682
Change-3,345 (-21%)
Value$281.5K (-$82.1K)
Filed 2026-10-30
Lifetime Wealth Management P.C.
DECREASED
Shares12,266 from 13,266
Change-1,000 (-8%)
Value$279.8K (-$27.7K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares11,888 from 18,521
Change-6,633 (-36%)
Value$271.2K (-$158.1K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares11,876 from 13,018
Change-1,142 (-9%)
Value$270.9K (-$30.8K)
Filed 2026-11-06
David J Yvars Group
UNCHANGED
Shares11,800 from 11,800
Change0 (0%)
Value$271.2K (-$5.3K)
Filed 2026-10-09
Financial Insights, Inc.
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$264.6K (-$4.2K)
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares11,496 from 11,496
Change0 (0%)
Value$262.3K (-$4.2K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares11,475 from 10,769
Change+706 (+7%)
Value$261.8K (+$12.2K)
Filed 2026-10-13
Opus Capital Group, LLC
UNCHANGED
Shares9,920 from 9,920
Change0 (0%)
Value$226.0K (-$4.0K)
Filed 2026-10-30
Herold Advisors, Inc.
INCREASED
Shares9,918 from 9,913
Change+5 (+0%)
Value$226.3K (-$5.7K)
Filed 2026-10-19
Kozak & Associates, Inc.
INCREASED
Shares5,913 from 5,820
Change+93 (+2%)
Value$141.8K (+$5.2K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares5,361 from 5,361
Change0 (0%)
Value$122.3K (-$2.0K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares5,209 from 4,772
Change+437 (+9%)
Value$118.8K (+$8.2K)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares4,772 from 4,771
Change+1 (+0%)
Value$108.9K (-$1.7K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares4,649 from 4,717
Change-68 (-1%)
Value$106.1K (-$3.3K)
Filed 2026-10-26
Caldwell Trust Co
UNCHANGED
Shares4,130 from 4,130
Change0 (0%)
Value$94.2K (-$1.5K)
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
DECREASED
Shares4,000 from 4,400
Change-400 (-9%)
Value$97.3K (-$4.7K)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares3,241
Change+3,241
Value$73.9K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares2,840 from 2,840
Change0 (0%)
Value$64.8K (-$1.0K)
Filed 2026-10-30
Wagner Wealth Management, LLC
INCREASED
Shares2,009 from 1,985
Change+24 (+1%)
Value$45.8K (-$191)
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$45.6K (-$732)
Filed 2026-11-05
TD Waterhouse Canada Inc.
NEW
Shares1,500
Change+1,500
Value$34.3K
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,463 from 1,463
Change0 (0%)
Value$33.4K (-$535)
Filed 2026-10-19
Farther Finance Advisors, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$27.2K (-$436)
Filed 2026-10-08
Westside Investment Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$22.8K (-$366)
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$22.8K (-$366)
Filed 2026-11-05
Advanced Asset Management Advisors Inc
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$21.4K (-$344)
Filed 2026-10-20
Hoey Investments, Inc
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$19.8K (-$318)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares813 from 111
Change+702 (+632%)
Value$18.8K (+$16.3K)
Filed 2026-11-06
Asset Dedication, LLC
NEW
Shares706
Change+706
Value$16.1K
Filed 2026-11-03
North Point Portfolio Managers Corp
NEW
Shares517
Change+517
Value$11.8K
Filed 2026-10-07
Fortitude Family Office, LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$9.1K (-$145)
Filed 2026-10-14
Buck Wealth Strategies, LLC
INCREASED
Shares298 from 295
Change+3 (+1%)
Value$6.8K (-$28)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares289 from 172
Change+117 (+68%)
Value$6.6K (+$2.6K)
Filed 2026-10-21
Princeton Global Asset Management LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$5.3K (-$85)
Filed 2026-10-21
Simplex Trading, LLC
DECREASED
Shares202 from 1,150
Change-948 (-82%)
Value$4.6K (-$22.0K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$2.4K (-$38)
Filed 2026-11-02
CoreCap Advisors, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$1.5K (-$24)
Filed 2026-10-08
Blue Trust, Inc.
NEW
Shares1
Change+1
Value$26
Filed 2026-10-15
Creekside Partners
CLOSED
Shares0 from 12,443
Change-12,443 (-100%)
Value$0 (-$288.4K)
Filed 2026-11-04
NTV Asset Management LLC
CLOSED
Shares0 from 8,790
Change-8,790 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 8,672
Change-8,672 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 5,665
Change-5,665 (-100%)
Value$0 (-$131.3K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,745
Change-3,745 (-100%)
Value$0 (-$91.3K)
Filed 2026-10-16
NBT Bank, N.A.
CLOSED
Shares0 from 1,142
Change-1,142 (-100%)
Value$0 (-$26.5K)
Filed 2026-10-21
US Bancorp \de\
CLOSED
Shares0 from 1,017
Change-1,017 (-100%)
Value$0 (-$23.6K)
Filed 2026-11-05
Cullen T Bankers, Inc.
CLOSED
Shares0 from 674
Change-674 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 369
Change-369 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-26
Nfsg Corp
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Citigroup Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$23)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 4,504,254
Change-4,504,254 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,401,540
Change-2,401,540 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 948,153
Change-948,153 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 655,744
Change-655,744 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 395,559
Change-395,559 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 313,700
Change-313,700 (-100%)
Value—
UBS Group AG
N/A
Shares— from 311,987
Change-311,987 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 270,620
Change-270,620 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 208,584
Change-208,584 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 195,853
Change-195,853 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 191,314
Change-191,314 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 175,002
Change-175,002 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 168,241
Change-168,241 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 119,089
Change-119,089 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 108,836
Change-108,836 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 105,830
Change-105,830 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 103,958
Change-103,958 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 98,315
Change-98,315 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 93,653
Change-93,653 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 91,623
Change-91,623 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 86,323
Change-86,323 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 82,303
Change-82,303 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 81,972
Change-81,972 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 74,031
Change-74,031 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 70,413
Change-70,413 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 68,670
Change-68,670 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 59,533
Change-59,533 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 54,718
Change-54,718 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 52,175
Change-52,175 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 48,783
Change-48,783 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 46,622
Change-46,622 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 45,424
Change-45,424 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 43,049
Change-43,049 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 42,911
Change-42,911 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 42,146
Change-42,146 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 41,957
Change-41,957 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 37,006
Change-37,006 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 36,739
Change-36,739 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,321
Change-36,321 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 34,514
Change-34,514 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,755
Change-32,755 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 30,180
Change-30,180 (-100%)
Value—
FMR LLC
N/A
Shares— from 30,131
Change-30,131 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 29,807
Change-29,807 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 27,659
Change-27,659 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 25,773
Change-25,773 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 24,449
Change-24,449 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 21,618
Change-21,618 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 20,859
Change-20,859 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,348
Change-19,348 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,344
Change-16,344 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,086
Change-13,086 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 12,508
Change-12,508 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,264
Change-12,264 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,434
Change-11,434 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,549
Change-10,549 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,338
Change-10,338 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
&partners
N/A
Shares— from 9,508
Change-9,508 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,468
Change-9,468 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,847
Change-8,847 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,818
Change-8,818 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,031
Change-5,031 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 609
Change-609 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 609
Change-609 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 546
Change-546 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 512
Change-512 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 481
Change-481 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 189
Change-189 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,361,4411,351,755+9,686+1%$31.3M$31.1M-$273.5K2026-11-06
Investors Research Corp
INCREASED404,850389,733+15,117+4%$9.0M$9.2M+$202.3K2026-10-07
Good Steward Wealth Advisors,LLC
DECREASED212,366217,982-5,616-3%$5.1M$4.8M-$207.9K2026-11-06
Salomon & Ludwin, LLC
DECREASED202,668203,973-1,305-1%$4.8M$4.6M-$163.5K2026-10-29
AlphaCore Capital LLC
INCREASED171,636167,763+3,873+2%$3.9M$3.9M+$27.0K2026-11-04
Capital Advisors, Ltd. LLC
DECREASED167,560169,227-1,667-1%$3.9K$3.8M+$3.8M2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED156,001158,932-2,931-2%$3.7M$3.6M-$125.0K2026-10-16
GHP Investment Advisors, Inc.
DECREASED138,423138,485-620%$3.2M$3.2M-$52.1K2026-10-15
Cresta Advisors, Ltd.
INCREASED135,354120,233+15,121+13%$2.8M$3.1M+$301.0K2026-10-14
Commonwealth Equity Services, LLC
DECREASED133,451138,031-4,580-3%$3.2M$3.0M-$155.0K2026-11-02
IFP Advisors, Inc
DECREASED120,214120,570-3560%$2.8M$2.7M-$52.2K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED92,39297,827-5,435-6%$2.3M$2.1M-$160.0K2026-11-02
Brick & Kyle, Associates
INCREASED81,52378,971+2,552+3%$1.7M$1.9M+$168.4K2026-11-05
Fifth Third Bancorp
DECREASED64,95871,883-6,925-10%$1.7M$1.5M-$184.3K2026-11-05
Barrett & Company, Inc.
INCREASED39,09638,987+109+0%$903.7K$891.9K-$11.8K2026-10-22
Creative Planning
INCREASED35,31335,185+128+0%$815.6K$805.6K-$10.0K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED34,05933,834+225+1%$784.3K$777.0K-$7.2K2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED33,98635,390-1,404-4%$820.3K$775.4K-$45.0K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED32,93032,555+375+1%$771.8K$760.4K-$11.5K2026-10-13
BKM Wealth Management, LLC
INCREASED32,39530,660+1,735+6%$710.7K$739.1K+$28.4K2026-10-22
NWF Advisory Services Inc.
UNCHANGED32,03632,03600%$742.6K$730.9K-$11.7K2026-10-19
Stolper Co
DECREASED31,34231,869-527-2%$739$715-$242026-10-13
City State Bank
DECREASED30,22730,352-1250%$703.6K$689.6K-$14.0K2026-10-20
AdvisorNet Financial, Inc
DECREASED28,99841,738-12,740-31%$967.5K$672.7K-$294.8K2026-10-15
Globalt Investments LLC / GA
DECREASED27,26029,209-1,949-7%$677.1K$621.9K-$55.2K2026-10-27
First Premier Bank
UNCHANGED24,68024,68000%$572$563-$92026-10-13
Institute for Wealth Management, Llc.
UNCHANGED24,45224,45200%$566.8K$557.8K-$8.9K2026-11-06
PFG Advisors
DECREASED23,88524,332-447-2%$564.0K$544.9K-$19.1K2026-10-16
International Assets Investment Management, LLC
DECREASED23,48925,293-1,804-7%$593.6K$536.6K-$57.0K2026-11-02
Prospera Financial Services Inc
DECREASED22,48640,127-17,641-44%$930.2K$548.9K-$381.2K2026-11-04
Concurrent Investment Advisors, LLC
NEW20,711—+20,711——$472.5K—2026-10-16
Tred Avon Family Wealth, LLC
UNCHANGED17,84917,84900%$413.7K$407.2K-$6.5K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED16,64316,769-126-1%$388.7K$379.7K-$9.0K2026-10-13
Meridian Wealth Management, LLC
DECREASED15,84716,797-950-6%$389.4K$361.5K-$27.8K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED15,31715,294+23+0%$354.5K$349.5K-$5.1K2026-11-06
Wedmont Private Capital
INCREASED14,75214,488+264+2%$343.5K$340.6K-$2.9K2026-10-09
SAX Wealth Advisors, LLC
UNCHANGED14,50014,50000%$310.6K$330.8K+$20.2K2026-10-13
Revisor Wealth Management LLC
DECREASED14,46015,960-1,500-9%$370.0K$341.4K-$28.6K2026-10-20
Mindset Wealth Management, LLC
UNCHANGED14,04314,04300%$325.5K$320.4K-$5.1K2026-10-19
Kestra Advisory Services, LLC
INCREASED14,01913,925+94+1%$322.8K$319.8K-$2.9K2026-11-02
Creative Financial Designs Inc
DECREASED13,71314,163-450-3%$328.3K$312.8K-$15.5K2026-11-04
Chicago Partners Investment Group LLC
INCREASED12,97912,786+193+2%$306.7K$314.1K+$7.4K2026-10-27
Private Client Services, LLC
NEW12,741—+12,741——$290.7K—2026-10-02
Precedent Wealth Partners, LLC
UNCHANGED12,72812,72800%$295.0K$290.4K-$4.7K2026-10-21
Sowell Financial Services LLC
DECREASED12,62012,837-217-2%$297.6K$287.9K-$9.6K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED12,33715,682-3,345-21%$363.5K$281.5K-$82.1K2026-10-30
Lifetime Wealth Management P.C.
DECREASED12,26613,266-1,000-8%$307.5K$279.8K-$27.7K2026-10-29
Truist Financial Corp
DECREASED11,88818,521-6,633-36%$429.3K$271.2K-$158.1K2026-10-30
PNC Financial Services Group, Inc.
DECREASED11,87613,018-1,142-9%$301.8K$270.9K-$30.8K2026-11-06
David J Yvars Group
UNCHANGED11,80011,80000%$276.5K$271.2K-$5.3K2026-10-09
Financial Insights, Inc.
UNCHANGED11,60011,60000%$268.9K$264.6K-$4.2K2026-10-27
Mather Group, Llc.
UNCHANGED11,49611,49600%$266.5K$262.3K-$4.2K2026-10-14
Signal Advisors Wealth, LLC
INCREASED11,47510,769+706+7%$249.6K$261.8K+$12.2K2026-10-13
Opus Capital Group, LLC
UNCHANGED9,9209,92000%$230.0K$226.0K-$4.0K2026-10-30
Herold Advisors, Inc.
INCREASED9,9189,913+5+0%$232.0K$226.3K-$5.7K2026-10-19
Kozak & Associates, Inc.
INCREASED5,9135,820+93+2%$136.6K$141.8K+$5.2K2026-10-29
Cassaday & Co Wealth Management LLC
UNCHANGED5,3615,36100%$124.3K$122.3K-$2.0K2026-10-27
Private Trust Co NA
INCREASED5,2094,772+437+9%$110.6K$118.8K+$8.2K2026-10-20
Clearstead Advisors, LLC
INCREASED4,7724,771+1+0%$110.6K$108.9K-$1.7K2026-11-06
Lanark Financial, Inc.
DECREASED4,6494,717-68-1%$109.4K$106.1K-$3.3K2026-10-26
Caldwell Trust Co
UNCHANGED4,1304,13000%$95.7K$94.2K-$1.5K2026-10-30
MeadowBrook Investment Advisors LLC
DECREASED4,0004,400-400-9%$102.0K$97.3K-$4.7K2026-10-29
Latitude Advisors, LLC
NEW3,241—+3,241——$73.9K—2026-10-27
Spire Wealth Management
UNCHANGED2,8402,84000%$65.8K$64.8K-$1.0K2026-10-30
Wagner Wealth Management, LLC
INCREASED2,0091,985+24+1%$46.0K$45.8K-$1912026-10-21
Hurley Capital, LLC
UNCHANGED2,0002,00000%$46.4K$45.6K-$7322026-11-05
TD Waterhouse Canada Inc.
NEW1,500—+1,500——$34.3K—2026-10-16
Richards, Merrill & Peterson, Inc.
UNCHANGED1,4631,46300%$33.9K$33.4K-$5352026-10-19
Farther Finance Advisors, LLC
UNCHANGED1,1901,19000%$27.6K$27.2K-$4362026-10-08
Westside Investment Management, Inc.
UNCHANGED1,0001,00000%$23.2K$22.8K-$3662026-11-02
Larson Financial Group LLC
UNCHANGED1,0001,00000%$23.2K$22.8K-$3662026-11-05
Advanced Asset Management Advisors Inc
UNCHANGED94094000%$21.8K$21.4K-$3442026-10-20
Hoey Investments, Inc
UNCHANGED86886800%$20.1K$19.8K-$3182026-10-29
Allworth Financial LP
INCREASED813111+702+632%$2.6K$18.8K+$16.3K2026-11-06
Asset Dedication, LLC
NEW706—+706——$16.1K—2026-11-03
North Point Portfolio Managers Corp
NEW517—+517——$11.8K—2026-10-07
Fortitude Family Office, LLC
UNCHANGED39739700%$9.2K$9.1K-$1452026-10-14
Buck Wealth Strategies, LLC
INCREASED298295+3+1%$6.8K$6.8K-$282026-10-28
Assetmark, Inc
INCREASED289172+117+68%$4.0K$6.6K+$2.6K2026-10-21
Princeton Global Asset Management LLC
UNCHANGED23123100%$5.4K$5.3K-$852026-10-21
Simplex Trading, LLC
DECREASED2021,150-948-82%$26.7K$4.6K-$22.0K2026-11-04
Key FInancial Inc
UNCHANGED10310300%$2.4K$2.4K-$382026-11-02
CoreCap Advisors, LLC
UNCHANGED656500%$1.5K$1.5K-$242026-10-08
Blue Trust, Inc.
NEW1—+1——$26—2026-10-15
Creekside Partners
CLOSED012,443-12,443-100%$288.4K$0-$288.4K2026-11-04
NTV Asset Management LLC
CLOSED08,790-8,790-100%$203.8K$0-$203.8K2026-10-23
B. Riley Wealth Advisors, Inc.
CLOSED08,672-8,672-100%$203.2K$0-$203.2K2026-10-13
Gill Capital Partners, LLC
CLOSED05,665-5,665-100%$131.3K$0-$131.3K2026-10-13
Cornerstone Planning Group LLC
CLOSED03,745-3,745-100%$91.3K$0-$91.3K2026-10-16
NBT Bank, N.A.
CLOSED01,142-1,142-100%$26.5K$0-$26.5K2026-10-21
US Bancorp \de\
CLOSED01,017-1,017-100%$23.6K$0-$23.6K2026-11-05
Cullen T Bankers, Inc.
CLOSED0674-674-100%$15.6K$0-$15.6K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0369-369-100%$8.6K$0-$8.6K2026-10-26
Nfsg Corp
CLOSED0250-250-100%$5.8K$0-$5.8K2026-10-15
Physician Wealth Advisors, Inc.
CLOSED0103-103-100%$2.4K$0-$2.4K2026-10-20
LifeSteps Financial, Inc.
CLOSED080-80-100%$1.9K$0-$1.9K2026-10-15
Citigroup Inc
CLOSED01-1-100%$23$0-$232026-11-04
Bank of America Corp
N/A—4,504,254-4,504,254-100%$104.4M———
Morgan Stanley
N/A—2,401,540-2,401,540-100%$55.7M———
Wells Fargo & Company
N/A—948,153-948,153-100%$22.0M———
Raymond James Financial Inc
N/A—655,744-655,744-100%$15.2M———
Cetera Investment Advisers
N/A—395,559-395,559-100%$9.2M———
Two Sigma Investments, LP
N/A—313,700-313,700-100%$7.3M———
UBS Group AG
N/A—311,987-311,987-100%$7.2M———
Jones Financial Companies Lllp
N/A—270,620-270,620-100%$6.4M———
Royal Bank of Canada
N/A—208,584-208,584-100%$4.8M———
Ameriprise Financial Inc
N/A—195,853-195,853-100%$4.5M———
United Capital Financial Advisors, LLC
N/A—191,314-191,314-100%$4.4M———
MAI Capital Management
N/A—175,002-175,002-100%$4.1M———
Osaic Holdings, Inc.
N/A—168,241-168,241-100%$3.9M———
Sanctuary Advisors, LLC
N/A—119,089-119,089-100%$2.8M———
Northwestern Mutual Wealth Management Co
N/A—108,836-108,836-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—105,830-105,830-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—103,958-103,958-100%$2.4M———
Goldman Sachs Group Inc
N/A—98,315-98,315-100%$2.3M———
Aspire Capital Advisors LLC
N/A—93,653-93,653-100%$2.2M———
Stifel Financial Corp
N/A—91,623-91,623-100%$2.1M———
Wealth Alliance, LLC
N/A—86,323-86,323-100%$2.0M———
IHT Wealth Management, LLC
N/A—82,303-82,303-100%$1.9M———
Equitable Holdings, Inc.
N/A—81,972-81,972-100%$1.9M———
Captrust Financial Advisors
N/A—74,031-74,031-100%$1.7M———
Private Advisor Group, LLC
N/A—70,413-70,413-100%$1.6M———
Envestnet Asset Management Inc
N/A—68,670-68,670-100%$1.6M———
Axis Wealth Partners, LLC
N/A—59,533-59,533-100%$1.4M———
MML Investors Services, LLC
N/A—54,718-54,718-100%$1.3M———
Johnson Investment Counsel Inc
N/A—52,175-52,175-100%$1.2M———
Janney Montgomery Scott LLC
N/A—48,783-48,783-100%$1.1M———
New Insight Wealth Advisors
N/A—46,622-46,622-100%$1.1M———
Virtu Financial LLC
N/A—45,424-45,424-100%$1.1M———
SouthState Bank Corp
N/A—43,049-43,049-100%$997.9K———
Waverly Advisors, LLC
N/A—42,911-42,911-100%$994.7K———
NewEdge Advisors, LLC
N/A—42,146-42,146-100%$976.9K———
Arax Advisory Partners
N/A—41,957-41,957-100%$972.6K———
Rockefeller Capital Management L.P.
N/A—37,006-37,006-100%$857.8K———
Principal Securities, Inc.
N/A—36,739-36,739-100%$851.6K———
Susquehanna International Group, LLP
N/A—36,321-36,321-100%$841.9K———
Oxford Financial Group, Ltd. LLC
N/A—34,514-34,514-100%$800.0K———
Mariner, LLC
N/A—32,755-32,755-100%$759.3K———
CIBC Bancorp USA Inc.
N/A—30,180-30,180-100%$699.6K———
FMR LLC
N/A—30,131-30,131-100%$698.4K———
Harbour Investments, Inc.
N/A—29,807-29,807-100%$690.9K———
AFT, Forsyth & Company, Inc.
N/A—27,659-27,659-100%$641.1K———
O'shaughnessy Asset Management, LLC
N/A—25,773-25,773-100%$597.4K———
Curi Capital, LLC
N/A—24,449-24,449-100%$566.7K———
Sovereign Financial Group, Inc.
N/A—21,618-21,618-100%$501.1K———
Colonial Trust Co / SC
N/A—20,859-20,859-100%$488.7K———
Cerity Partners LLC
N/A—19,348-19,348-100%$448.5K———
Kovack Advisors, Inc.
N/A—16,344-16,344-100%$383.6K———
EP Wealth Advisors, LLC
N/A—14,386-14,386-100%$333.5K———
Ameritas Advisory Services, LLC
N/A—13,086-13,086-100%$303.3K———
D. E. Shaw & Co., Inc.
N/A—12,508-12,508-100%$289.9K———
Snowden Capital Advisors LLC
N/A—12,264-12,264-100%$284.3K———
Citadel Advisors LLC
N/A—11,434-11,434-100%$265.0K———
Stratos Wealth Partners, Ltd.
N/A—10,615-10,615-100%$246.1K———
Focus Partners Wealth
N/A—10,549-10,549-100%$244.5K———
Brookwood Investment Group LLC
N/A—10,543-10,543-100%$244.4K———
Kingsview Wealth Management, LLC
N/A—10,338-10,338-100%$239.6K———
Global Retirement Partners, LLC
N/A—9,914-9,914-100%$229.8K———
&partners
N/A—9,508-9,508-100%$220.4K———
Pinnacle Financial Partners, Inc.
N/A—9,468-9,468-100%$219.5K———
Belpointe Asset Management LLC
N/A—8,847-8,847-100%$205.1K———
Western Wealth Management, LLC
N/A—8,818-8,818-100%$204.4K———
IFG Advisory, LLC
N/A—8,469-8,469-100%$196.3K———
Steward Partners Investment Advisory, LLC
N/A—8,050-8,050-100%$186.6K———
JPMorgan Chase & Co
N/A—7,327-7,327-100%$171.7K———
New Republic Capital, LLC
N/A—5,317-5,317-100%$123.2K———
Federation des caisses Desjardins du Quebec
N/A—5,180-5,180-100%$120.1K———
Tower Research Capital LLC (TRC)
N/A—5,031-5,031-100%$116.6K———
Crews Bank & Trust
N/A—4,690-4,690-100%$108.7K———
JPL Wealth Management, LLC
N/A—3,540-3,540-100%$82.1K———
Aptus Capital Advisors, LLC
N/A—3,273-3,273-100%$75.9K———
AE Wealth Management LLC
N/A—2,769-2,769-100%$64.2K———
Geneos Wealth Management Inc.
N/A—2,502-2,502-100%$58.0K———
Glenmede Trust Co NA
N/A—2,000-2,000-100%$46.4K———
Family Manage LLC
N/A—2,000-2,000-100%$46.4K———
Founders Financial Alliance, LLC
N/A—1,955-1,955-100%$45.3K———
Millstone Evans Group, LLC
N/A—1,519-1,519-100%$35.2K———
BlackRock, Inc.
N/A—1,350-1,350-100%$31.3K———
Rialto Wealth Management, LLC
N/A—1,174-1,174-100%$27.2K———
Cornerstone Financial Management LLC
N/A—1,000-1,000-100%$23.2K———
LGT Financial Advisors LLC
N/A—1,000-1,000-100%$23.2K———
Strive Financial Group,LLC
N/A—800-800-100%$18.5K———
Caitlin John, LLC
N/A—800-800-100%$18.5K———
CVA Family Office, LLC
N/A—798-798-100%$18.5K———
UBS Asset Management Americas LLC
N/A—716-716-100%$16.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—609-609-100%$14.1K———
BFC Planning, Inc.
N/A—609-609-100%$14.1K———
Bank of Montreal
N/A—546-546-100%$12.7K———
Medallion Wealth Advisors, LLC
N/A—540-540-100%$12.5K———
Lowe Brockenbrough & Co Inc
N/A—512-512-100%$11.9K———
Howe & Rusling Inc
N/A—481-481-100%$11.2K———
Strategic Investment Solutions, Inc.
N/A—300-300-100%$7.0K———
Ancora Advisors LLCA
N/A—189-189-100%$4.4K———
Dogwood Wealth Management LLC
N/A—118-118-100%$2.7K———
Transamerica Financial Advisors, LLC
N/A—99-99-100%$2.3K———
Showing 195 of 195 institutions