Invesco Pharmaceuticals ETF (PJP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares57,919 from 50,062

Change+7,857 (+16%)

Value$7.1M (+$1.2M)

Filed 2026-11-06

Trek Financial, LLC

NEW

Shares46,386

Change+46,386

Value$5.7M

Filed 2026-10-29

Vicus Capital

NEW

Shares41,651

Change+41,651

Value$5.1M

Filed 2026-11-05

Joseph Group Capital Management

INCREASED

Shares23,514 from 22,966

Change+548 (+2%)

Value$2.9M (+$179.3K)

Filed 2026-11-04

Truist Financial Corp

NEW

Shares21,891

Change+21,891

Value$2.7M

Filed 2026-10-30

Trilogy Capital Inc.

INCREASED

Shares15,801 from 15,476

Change+325 (+2%)

Value$1.9M (+$115.3K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares15,155 from 7,708

Change+7,447 (+97%)

Value$1.9M (+$956.0K)

Filed 2026-11-02

Nilsine Partners, LLC

NEW

Shares12,855

Change+12,855

Value$1.6M

Filed 2026-11-02

Institute for Wealth Management, Llc.

DECREASED

Shares12,049 from 12,101

Change-52 (0%)

Value$1.5M (+$52.4K)

Filed 2026-11-06

Outlook Wealth Advisors, LLC

NEW

Shares11,290

Change+11,290

Value$1.4M

Filed 2026-10-28

Dumont & Blake Investment Advisors LLC

DECREASED

Shares10,702 from 18,231

Change-7,529 (-41%)

Value$1.3M (-$839.7K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares8,057 from 8,285

Change-228 (-3%)

Value$993.5K (+$12.2K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares7,778 from 7,778

Change0 (0%)

Value$941.1K (+$19.0K)

Filed 2026-10-13

Hennion & Walsh Asset Management, Inc.

NEW

Shares7,600

Change+7,600

Value$937.2K

Filed 2026-10-13

Prospera Financial Services Inc

NEW

Shares6,791

Change+6,791

Value$887.1K

Filed 2026-11-04

Gilpin Wealth Management, LLC

DECREASED

Shares6,514 from 6,718

Change-204 (-3%)

Value$803.2K (+$7.5K)

Filed 2026-10-09

Flagship Harbor Advisors, LLC

DECREASED

Shares6,450 from 6,500

Change-50 (-1%)

Value$795.4K (+$25.5K)

Filed 2026-10-26

Citigroup Inc

INCREASED

Shares5,672 from 1,855

Change+3,817 (+206%)

Value$699.4K (+$479.7K)

Filed 2026-11-04

Independent Financial Group, LLC

NEW

Shares4,607

Change+4,607

Value$568.1K

Filed 2026-10-13

Capital Investment Advisory Services, LLC

DECREASED

Shares4,081 from 4,231

Change-150 (-4%)

Value$503.2K (+$2.0K)

Filed 2026-10-30

Diversified Enterprises, LLC

UNCHANGED

Shares4,066 from 4,066

Change0 (0%)

Value$501.4K (+$19.8K)

Filed 2026-10-19

Summit Wealth Group LLC / Co

DECREASED

Shares3,904 from 4,063

Change-159 (-4%)

Value$481.4K (+$153)

Filed 2026-10-29

Simon Quick Advisors, LLC

UNCHANGED

Shares3,700 from 3,700

Change0 (0%)

Value$456.2K (+$18.0K)

Filed 2026-10-26

Schmidt P J Investment Management Inc

NEW

Shares3,645

Change+3,645

Value$449.5K

Filed 2026-11-02

Nicholas Hoffman & Company, Llc.

UNCHANGED

Shares3,475 from 3,475

Change0 (0%)

Value$428.5K (+$16.9K)

Filed 2026-10-30

Stonebridge Financial Planning Group, LLC

INCREASED

Shares3,377 from 3,375

Change+2 (+0%)

Value$416.4K (+$16.6K)

Filed 2026-11-06

Thrivent Financial for Lutherans

NEW

Shares3,005

Change+3,005

Value$371.0K

Filed 2026-11-05

Means Investment Co., Inc.

UNCHANGED

Shares2,942 from 2,942

Change0 (0%)

Value$362.8K (+$14.2K)

Filed 2026-11-03

J.W. Cole Advisors, Inc.

INCREASED

Shares2,916 from 2,914

Change+2 (+0%)

Value$359.5K (+$14.4K)

Filed 2026-11-05

Davenport & Co LLC

NEW

Shares2,867

Change+2,867

Value$353.5K

Filed 2026-10-14

MinichMacGregor Wealth Management, LLC

NEW

Shares2,862

Change+2,862

Value$352.9K

Filed 2026-10-14

Creative Planning

INCREASED

Shares2,802 from 2,584

Change+218 (+8%)

Value$345.6K (+$39.5K)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares2,548 from 2,548

Change0 (0%)

Value$301.8K ($0)

Filed 2026-11-06

Partners Wealth Management, LLC

NEW

Shares2,425

Change+2,425

Value$299.1K

Filed 2026-10-28

Sound Income Strategies, LLC

NEW

Shares1,940

Change+1,940

Value$234.7K

Filed 2026-10-09

Chicago Partners Investment Group LLC

INCREASED

Shares1,885 from 1,882

Change+3 (+0%)

Value$235.7K (+$9.5K)

Filed 2026-10-27

Concurrent Investment Advisors, LLC

NEW

Shares1,699

Change+1,699

Value$209.5K

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,325 from 1,325

Change0 (0%)

Value$163.4K (+$6.4K)

Filed 2026-11-06

Valley National Advisers Inc

UNCHANGED

Shares1,321 from 1,321

Change0 (0%)

Value$162.9K (+$6.4K)

Filed 2026-10-23

Fifth Third Bancorp

INCREASED

Shares750 from 389

Change+361 (+93%)

Value$92.5K (+$46.4K)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$74.0K (+$2.9K)

Filed 2026-10-27

Financial Freedom, LLC

NEW

Shares390

Change+390

Value$48.0K

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares379 from 376

Change+3 (+1%)

Value$46.7K (+$2.2K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares363 from 390

Change-27 (-7%)

Value$44.8K (-$1.4K)

Filed 2026-10-16

Dhjj Financial Advisors, Ltd.

INCREASED

Shares350 from 349

Change+1 (+0%)

Value$43.2K (+$1.8K)

Filed 2026-10-23

Kroeger Financial Partners

UNCHANGED

Shares284 from 284

Change0 (0%)

Value$35.0K (+$1.4K)

Filed 2026-10-19

Gamma Investing LLC

UNCHANGED

Shares241 from 241

Change0 (0%)

Value$29.7K (+$1.2K)

Filed 2026-10-08

Latitude Advisors, LLC

NEW

Shares234

Change+234

Value$28.9K

Filed 2026-10-27

Lodestone Wealth Management LLC

NEW

Shares205

Change+205

Value$25.3K

Filed 2026-10-14

Rossby Financial, LCC

UNCHANGED

Shares161 from 161

Change0 (0%)

Value$19.9K (+$783)

Filed 2026-11-05

Harbor Investment Advisory, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$18.5K (+$730)

Filed 2026-10-13

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$14.2K (+$560)

Filed 2026-11-02

StrongBox Wealth, LLC

UNCHANGED

Shares109 from 109

Change0 (0%)

Value$13.4K (+$530)

Filed 2026-11-02

Fortis Group Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$12.3K (+$486)

Filed 2026-11-06

Highline Wealth Partners LLC

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$10.4K (+$433)

Filed 2026-10-19

Clearstead Advisors, LLC

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$7.6K (+$316)

Filed 2026-11-06

Armstrong Advisory Group, Inc

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$7.4K (+$292)

Filed 2026-10-09

Bank & Trust Co

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$7.4K (+$292)

Filed 2026-10-07

Spire Wealth Management

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$6.4K (+$269)

Filed 2026-10-30

Ashton Thomas Securities, LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$5.4K (+$214)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$370 (+$15)

Filed 2026-11-04

Main Street Group, LTD

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$123 (+$5)

Filed 2026-10-28

Q3 Asset Management

CLOSED

Shares0 from 8,698

Change-8,698 (-100%)

Value$0 (-$1.0M)

Filed 2026-11-06

Secure Asset Management, LLC

CLOSED

Shares0 from 3,615

Change-3,615 (-100%)

Value$0 (-$428.2K)

Filed 2026-10-19

Kestra Advisory Services, LLC

CLOSED

Shares0 from 1,979

Change-1,979 (-100%)

Value$0 (-$234.5K)

Filed 2026-11-02

International Assets Investment Management, LLC

CLOSED

Shares0 from 609

Change-609 (-100%)

Value$0 (-$71.6K)

Filed 2026-11-02

Strategic Wealth Advisors LLC

CLOSED

Shares0 from 85

Change-85 (-100%)

Value$0 (-$8)

Filed 2026-11-06

Blueline Advisors LLC

CLOSED

Shares0 from 78

Change-78 (-100%)

Value$0 (-$6.1K)

Filed 2026-10-15

Realta Investment Advisors

CLOSED

Shares0 from 61

Change-61 (-100%)

Value$0 (-$7.2K)

Filed 2026-10-14

Peak Asset Management, LLC

N/A

Shares— from 135,861

Change-135,861 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 102,176

Change-102,176 (-100%)

Value—

UBS Group AG

N/A

Shares— from 42,970

Change-42,970 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 39,043

Change-39,043 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 36,897

Change-36,897 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 30,639

Change-30,639 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 25,700

Change-25,700 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 23,006

Change-23,006 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 16,871

Change-16,871 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 16,832

Change-16,832 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 15,245

Change-15,245 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 11,596

Change-11,596 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,570

Change-9,570 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,502

Change-8,502 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7,396

Change-7,396 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 6,837

Change-6,837 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,749

Change-6,749 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,708

Change-5,708 (-100%)

Value—

&partners

N/A

Shares— from 5,466

Change-5,466 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,929

Change-4,929 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,511

Change-4,511 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,151

Change-4,151 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 4,130

Change-4,130 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,516

Change-3,516 (-100%)

Value—

Element Wealth, LLC

N/A

Shares— from 3,290

Change-3,290 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 3,108

Change-3,108 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 2,937

Change-2,937 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 2,858

Change-2,858 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 2,756

Change-2,756 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,534

Change-2,534 (-100%)

Value—

Commerce Bank

N/A

Shares— from 2,450

Change-2,450 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Henson-Edgewater Management, LLC

N/A

Shares— from 2,170

Change-2,170 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 2,065

Change-2,065 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 2,062

Change-2,062 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 2,003

Change-2,003 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,981

Change-1,981 (-100%)

Value—

MOR Wealth Management, LLC

N/A

Shares— from 1,910

Change-1,910 (-100%)

Value—

Chevy Chase Trust Holdings, LLC

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,836

Change-1,836 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 1,815

Change-1,815 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,803

Change-1,803 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,722

Change-1,722 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,674

Change-1,674 (-100%)

Value—

Cordant, Inc.

N/A

Shares— from 628

Change-628 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 574

Change-574 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 519

Change-519 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 470

Change-470 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 465

Change-465 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 240

Change-240 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 230

Change-230 (-100%)

Value—

Blair William & Co

N/A

Shares— from 224

Change-224 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 206

Change-206 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 188

Change-188 (-100%)

Value—

Horizon Bancorp Inc

N/A

Shares— from 148

Change-148 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 129

Change-129 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 116

Change-116 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 101

Change-101 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 100

Change-100 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 93

Change-93 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 90

Change-90 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 83

Change-83 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 39

Change-39 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 24

Change-24 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 19

Change-19 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 18

Change-18 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 17

Change-17 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	57,919	50,062	+7,857	+16%	$5.9M	$7.1M	+$1.2M	2026-11-06
Trek Financial, LLC	NEW	46,386	—	+46,386	—	—	$5.7M	—	2026-10-29
Vicus Capital	NEW	41,651	—	+41,651	—	—	$5.1M	—	2026-11-05
Joseph Group Capital Management	INCREASED	23,514	22,966	+548	+2%	$2.7M	$2.9M	+$179.3K	2026-11-04
Truist Financial Corp	NEW	21,891	—	+21,891	—	—	$2.7M	—	2026-10-30
Trilogy Capital Inc.	INCREASED	15,801	15,476	+325	+2%	$1.8M	$1.9M	+$115.3K	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	15,155	7,708	+7,447	+97%	$913.0K	$1.9M	+$956.0K	2026-11-02
Nilsine Partners, LLC	NEW	12,855	—	+12,855	—	—	$1.6M	—	2026-11-02
Institute for Wealth Management, Llc.	DECREASED	12,049	12,101	-52	0%	$1.4M	$1.5M	+$52.4K	2026-11-06
Outlook Wealth Advisors, LLC	NEW	11,290	—	+11,290	—	—	$1.4M	—	2026-10-28
Dumont & Blake Investment Advisors LLC	DECREASED	10,702	18,231	-7,529	-41%	$2.2M	$1.3M	-$839.7K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	8,057	8,285	-228	-3%	$981.3K	$993.5K	+$12.2K	2026-11-02
Wealth Enhancement Advisory Services, LLC	UNCHANGED	7,778	7,778	0	0%	$922.1K	$941.1K	+$19.0K	2026-10-13
Hennion & Walsh Asset Management, Inc.	NEW	7,600	—	+7,600	—	—	$937.2K	—	2026-10-13
Prospera Financial Services Inc	NEW	6,791	—	+6,791	—	—	$887.1K	—	2026-11-04
Gilpin Wealth Management, LLC	DECREASED	6,514	6,718	-204	-3%	$795.7K	$803.2K	+$7.5K	2026-10-09
Flagship Harbor Advisors, LLC	DECREASED	6,450	6,500	-50	-1%	$769.9K	$795.4K	+$25.5K	2026-10-26
Citigroup Inc	INCREASED	5,672	1,855	+3,817	+206%	$219.7K	$699.4K	+$479.7K	2026-11-04
Independent Financial Group, LLC	NEW	4,607	—	+4,607	—	—	$568.1K	—	2026-10-13
Capital Investment Advisory Services, LLC	DECREASED	4,081	4,231	-150	-4%	$501.2K	$503.2K	+$2.0K	2026-10-30
Diversified Enterprises, LLC	UNCHANGED	4,066	4,066	0	0%	$481.6K	$501.4K	+$19.8K	2026-10-19
Summit Wealth Group LLC / Co	DECREASED	3,904	4,063	-159	-4%	$481.2K	$481.4K	+$153	2026-10-29
Simon Quick Advisors, LLC	UNCHANGED	3,700	3,700	0	0%	$438.3K	$456.2K	+$18.0K	2026-10-26
Schmidt P J Investment Management Inc	NEW	3,645	—	+3,645	—	—	$449.5K	—	2026-11-02
Nicholas Hoffman & Company, Llc.	UNCHANGED	3,475	3,475	0	0%	$411.6K	$428.5K	+$16.9K	2026-10-30
Stonebridge Financial Planning Group, LLC	INCREASED	3,377	3,375	+2	+0%	$399.8K	$416.4K	+$16.6K	2026-11-06
Thrivent Financial for Lutherans	NEW	3,005	—	+3,005	—	—	$371.0K	—	2026-11-05
Means Investment Co., Inc.	UNCHANGED	2,942	2,942	0	0%	$348.5K	$362.8K	+$14.2K	2026-11-03
J.W. Cole Advisors, Inc.	INCREASED	2,916	2,914	+2	+0%	$345.1K	$359.5K	+$14.4K	2026-11-05
Davenport & Co LLC	NEW	2,867	—	+2,867	—	—	$353.5K	—	2026-10-14
MinichMacGregor Wealth Management, LLC	NEW	2,862	—	+2,862	—	—	$352.9K	—	2026-10-14
Creative Planning	INCREASED	2,802	2,584	+218	+8%	$306.0K	$345.6K	+$39.5K	2026-11-02
Allworth Financial LP	UNCHANGED	2,548	2,548	0	0%	$301.8K	$301.8K	$0	2026-11-06
Partners Wealth Management, LLC	NEW	2,425	—	+2,425	—	—	$299.1K	—	2026-10-28
Sound Income Strategies, LLC	NEW	1,940	—	+1,940	—	—	$234.7K	—	2026-10-09
Chicago Partners Investment Group LLC	INCREASED	1,885	1,882	+3	+0%	$226.2K	$235.7K	+$9.5K	2026-10-27
Concurrent Investment Advisors, LLC	NEW	1,699	—	+1,699	—	—	$209.5K	—	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	1,325	1,325	0	0%	$156.9K	$163.4K	+$6.4K	2026-11-06
Valley National Advisers Inc	UNCHANGED	1,321	1,321	0	0%	$156.5K	$162.9K	+$6.4K	2026-10-23
Fifth Third Bancorp	INCREASED	750	389	+361	+93%	$46.1K	$92.5K	+$46.4K	2026-11-05
North Star Investment Management Corp.	UNCHANGED	600	600	0	0%	$71.1K	$74.0K	+$2.9K	2026-10-27
Financial Freedom, LLC	NEW	390	—	+390	—	—	$48.0K	—	2026-11-06
Farther Finance Advisors, LLC	INCREASED	379	376	+3	+1%	$44.5K	$46.7K	+$2.2K	2026-10-08
IFP Advisors, Inc	DECREASED	363	390	-27	-7%	$46.2K	$44.8K	-$1.4K	2026-10-16
Dhjj Financial Advisors, Ltd.	INCREASED	350	349	+1	+0%	$41.4K	$43.2K	+$1.8K	2026-10-23
Kroeger Financial Partners	UNCHANGED	284	284	0	0%	$33.6K	$35.0K	+$1.4K	2026-10-19
Gamma Investing LLC	UNCHANGED	241	241	0	0%	$28.5K	$29.7K	+$1.2K	2026-10-08
Latitude Advisors, LLC	NEW	234	—	+234	—	—	$28.9K	—	2026-10-27
Lodestone Wealth Management LLC	NEW	205	—	+205	—	—	$25.3K	—	2026-10-14
Rossby Financial, LCC	UNCHANGED	161	161	0	0%	$19.1K	$19.9K	+$783	2026-11-05
Harbor Investment Advisory, LLC	UNCHANGED	150	150	0	0%	$17.8K	$18.5K	+$730	2026-10-13
Murphy & Mullick Capital Management Corp	UNCHANGED	115	115	0	0%	$13.6K	$14.2K	+$560	2026-11-02
StrongBox Wealth, LLC	UNCHANGED	109	109	0	0%	$12.9K	$13.4K	+$530	2026-11-02
Fortis Group Advisors, LLC	UNCHANGED	100	100	0	0%	$11.8K	$12.3K	+$486	2026-11-06
Highline Wealth Partners LLC	UNCHANGED	84	84	0	0%	$9.9K	$10.4K	+$433	2026-10-19
Clearstead Advisors, LLC	UNCHANGED	61	61	0	0%	$7.3K	$7.6K	+$316	2026-11-06
Armstrong Advisory Group, Inc	UNCHANGED	60	60	0	0%	$7.1K	$7.4K	+$292	2026-10-09
Bank & Trust Co	UNCHANGED	60	60	0	0%	$7.1K	$7.4K	+$292	2026-10-07
Spire Wealth Management	UNCHANGED	52	52	0	0%	$6.2K	$6.4K	+$269	2026-10-30
Ashton Thomas Securities, LLC	UNCHANGED	44	44	0	0%	$5.2K	$5.4K	+$214	2026-10-26
EverSource Wealth Advisors, LLC	UNCHANGED	3	3	0	0%	$355	$370	+$15	2026-11-04
Main Street Group, LTD	UNCHANGED	1	1	0	0%	$118	$123	+$5	2026-10-28
Q3 Asset Management	CLOSED	0	8,698	-8,698	-100%	$1.0M	$0	-$1.0M	2026-11-06
Secure Asset Management, LLC	CLOSED	0	3,615	-3,615	-100%	$428.2K	$0	-$428.2K	2026-10-19
Kestra Advisory Services, LLC	CLOSED	0	1,979	-1,979	-100%	$234.5K	$0	-$234.5K	2026-11-02
International Assets Investment Management, LLC	CLOSED	0	609	-609	-100%	$71.6K	$0	-$71.6K	2026-11-02
Strategic Wealth Advisors LLC	CLOSED	0	85	-85	-100%	$8	$0	-$8	2026-11-06
Blueline Advisors LLC	CLOSED	0	78	-78	-100%	$6.1K	$0	-$6.1K	2026-10-15
Realta Investment Advisors	CLOSED	0	61	-61	-100%	$7.2K	$0	-$7.2K	2026-10-14
Peak Asset Management, LLC	N/A	—	135,861	-135,861	-100%	$16.1M	—	—	—
Morgan Stanley	N/A	—	102,176	-102,176	-100%	$12.1M	—	—	—
UBS Group AG	N/A	—	42,970	-42,970	-100%	$5.1M	—	—	—
MML Investors Services, LLC	N/A	—	39,043	-39,043	-100%	$4.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	36,897	-36,897	-100%	$4.4M	—	—	—
Bank of America Corp	N/A	—	30,639	-30,639	-100%	$3.6M	—	—	—
Wells Fargo & Company	N/A	—	25,700	-25,700	-100%	$3.0M	—	—	—
Raymond James Financial Inc	N/A	—	23,006	-23,006	-100%	$2.7M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	16,871	-16,871	-100%	$2.0M	—	—	—
Royal Bank of Canada	N/A	—	16,832	-16,832	-100%	$2.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	15,245	-15,245	-100%	$1.8M	—	—	—
Ameriprise Financial Inc	N/A	—	11,596	-11,596	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	9,570	-9,570	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	8,502	-8,502	-100%	$1.0M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7,396	-7,396	-100%	$876.1K	—	—	—
Stifel Financial Corp	N/A	—	6,837	-6,837	-100%	$809.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,749	-6,749	-100%	$801.0K	—	—	—
JPMorgan Chase & Co	N/A	—	5,708	-5,708	-100%	$677.1K	—	—	—
&partners	N/A	—	5,466	-5,466	-100%	$647.5K	—	—	—
Arax Advisory Partners	N/A	—	4,929	-4,929	-100%	$583.8K	—	—	—
Focus Partners Wealth	N/A	—	4,511	-4,511	-100%	$534.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,151	-4,151	-100%	$491.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	4,130	-4,130	-100%	$504.9K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,516	-3,516	-100%	$416.5K	—	—	—
Element Wealth, LLC	N/A	—	3,290	-3,290	-100%	$389.7K	—	—	—
GSA Capital Partners LLP	N/A	—	3,108	-3,108	-100%	$368.0K	—	—	—
HighTower Advisors, LLC	N/A	—	2,937	-2,937	-100%	$347.9K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	2,858	-2,858	-100%	$338.2K	—	—	—
XTX Topco Ltd	N/A	—	2,756	-2,756	-100%	$326.4K	—	—	—
Captrust Financial Advisors	N/A	—	2,534	-2,534	-100%	$300.1K	—	—	—
Commerce Bank	N/A	—	2,450	-2,450	-100%	$290.2K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	2,200	-2,200	-100%	$260.6K	—	—	—
Henson-Edgewater Management, LLC	N/A	—	2,170	-2,170	-100%	$271.2K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	2,065	-2,065	-100%	$244.6K	—	—	—
Nuveen, LLC	N/A	—	2,062	-2,062	-100%	$244.2K	—	—	—
Private Advisor Group, LLC	N/A	—	2,003	-2,003	-100%	$237.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,981	-1,981	-100%	$234.6K	—	—	—
MOR Wealth Management, LLC	N/A	—	1,910	-1,910	-100%	$226.2K	—	—	—
Chevy Chase Trust Holdings, LLC	N/A	—	1,900	-1,900	-100%	$225.0K	—	—	—
Two Sigma Investments, LP	N/A	—	1,836	-1,836	-100%	$217.5K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	1,815	-1,815	-100%	$215.0K	—	—	—
Harbour Investments, Inc.	N/A	—	1,803	-1,803	-100%	$213.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,722	-1,722	-100%	$204.0K	—	—	—
FMR LLC	N/A	—	1,674	-1,674	-100%	$198.3K	—	—	—
Cordant, Inc.	N/A	—	628	-628	-100%	$74.4K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	574	-574	-100%	$68.0K	—	—	—
Bank of Montreal	N/A	—	519	-519	-100%	$61.5K	—	—	—
BFC Planning, Inc.	N/A	—	470	-470	-100%	$55.7K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	465	-465	-100%	$55.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	240	-240	-100%	$28.4K	—	—	—
BlackRock, Inc.	N/A	—	230	-230	-100%	$27.2K	—	—	—
Blair William & Co	N/A	—	224	-224	-100%	$26.6K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	206	-206	-100%	$24.4K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	188	-188	-100%	$22.3K	—	—	—
Horizon Bancorp Inc	N/A	—	148	-148	-100%	$18.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	129	-129	-100%	$15.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	116	-116	-100%	$14	—	—	—
Hollencrest Capital Management	N/A	—	101	-101	-100%	$12.0K	—	—	—
Crews Bank & Trust	N/A	—	100	-100	-100%	$11.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	93	-93	-100%	$11.0K	—	—	—
AE Wealth Management LLC	N/A	—	90	-90	-100%	$10.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	83	-83	-100%	$9.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	50	-50	-100%	$5.9K	—	—	—
Huntington National Bank	N/A	—	39	-39	-100%	$4.6K	—	—	—
National Bank of Canada	N/A	—	24	-24	-100%	$2.8K	—	—	—
Whittier Trust Co	N/A	—	19	-19	-100%	$2.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	18	-18	-100%	$2.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	17	-17	-100%	$2.1K	—	—	—

Showing 137 of 137 institutions