Invesco Building & Construct (PKB)

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

DECREASED

Shares174,228 from 193,635

Change-19,407 (-10%)

Value$15.8M (-$5.9M)

Filed 2026-11-06

Fifth Third Securities, Inc.

INCREASED

Shares26,901 from 25,192

Change+1,709 (+7%)

Value$2.4M (-$381.5K)

Filed 2026-10-21

Independent Financial Group, LLC

DECREASED

Shares16,850 from 20,675

Change-3,825 (-18%)

Value$1.5M (-$787.5K)

Filed 2026-10-13

Capital Asset Advisory Services LLC

DECREASED

Shares16,149 from 19,675

Change-3,526 (-18%)

Value$1.4M (-$806.4K)

Filed 2026-10-30

Kestra Advisory Services, LLC

DECREASED

Shares13,546 from 14,024

Change-478 (-3%)

Value$1.2M (-$342.1K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,365 from 19,441

Change-9,076 (-47%)

Value$941.0K (-$1.2M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares9,594 from 9,805

Change-211 (-2%)

Value$870.8K (-$228.0K)

Filed 2026-11-02

Accel Wealth Management

DECREASED

Shares7,222 from 7,554

Change-332 (-4%)

Value$655.4K (-$191.1K)

Filed 2026-10-13

Ibex Wealth Advisors

DECREASED

Shares6,830 from 7,268

Change-438 (-6%)

Value$619.9K (-$194.5K)

Filed 2026-11-06

Elm3 Financial Group, LLC

DECREASED

Shares5,487 from 5,638

Change-151 (-3%)

Value$498.0K (-$133.8K)

Filed 2026-10-07

Sound Income Strategies, LLC

DECREASED

Shares4,951 from 5,079

Change-128 (-3%)

Value$450.6K (-$118.5K)

Filed 2026-10-09

High Point Wealth Management, LLC

DECREASED

Shares4,202 from 4,471

Change-269 (-6%)

Value$381.4K (-$119.7K)

Filed 2026-11-05

Wealthcare Advisory Partners LLC

DECREASED

Shares4,181 from 5,794

Change-1,613 (-28%)

Value$379.4K (-$269.9K)

Filed 2026-10-21

Choreo, LLC

UNCHANGED

Shares3,692 from 3,692

Change0 (0%)

Value$335.1K (-$78.6K)

Filed 2026-10-28

Sigma Planning Corp

DECREASED

Shares3,492 from 4,628

Change-1,136 (-25%)

Value$316.9K (-$201.7K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

UNCHANGED

Shares3,035 from 3,035

Change0 (0%)

Value$275.5K (-$64.7K)

Filed 2026-11-06

Northwest Financial Advisors

UNCHANGED

Shares2,854 from 2,854

Change0 (0%)

Value$259.0K (-$60.8K)

Filed 2026-10-27

Equitable Trust Co

UNCHANGED

Shares2,567 from 2,567

Change0 (0%)

Value$233.0K (-$54.7K)

Filed 2026-10-13

PFG Advisors

INCREASED

Shares2,501 from 2,330

Change+171 (+7%)

Value$227.0K (-$34.1K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

INCREASED

Shares2,417 from 2,016

Change+401 (+20%)

Value$219.3K (-$6.6K)

Filed 2026-11-05

Citigroup Inc

NEW

Shares1,455

Change+1,455

Value$132.1K

Filed 2026-11-04

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares974 from 974

Change0 (0%)

Value$90.8K (-$14.9K)

Filed 2026-11-04

Rossby Financial, LCC

NEW

Shares839

Change+839

Value$76.1K

Filed 2026-11-05

Flagship Wealth Advisors, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$63.5K (-$14.9K)

Filed 2026-11-03

Private Trust Co NA

UNCHANGED

Shares586 from 586

Change0 (0%)

Value$53.2K (-$12.5K)

Filed 2026-10-20

Fifth Third Bancorp

UNCHANGED

Shares530 from 530

Change0 (0%)

Value$48.1K (-$11.3K)

Filed 2026-11-05

Spire Wealth Management

INCREASED

Shares477 from 468

Change+9 (+2%)

Value$43.3K (-$9.1K)

Filed 2026-10-30

Strategic Advocates LLC

UNCHANGED

Shares279 from 279

Change0 (0%)

Value$25.3K (-$5.9K)

Filed 2026-11-03

Russell Investments Group, Ltd.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$18.2K (-$4.3K)

Filed 2026-11-06

Creative Financial Designs Inc

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$4.6K (-$1.1K)

Filed 2026-11-04

US Bancorp \de\

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$4.6K (-$1.1K)

Filed 2026-11-05

CoreCap Advisors, LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$4.1K (-$959)

Filed 2026-10-08

Capital Investment Counsel, Inc

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$1.3K (-$298)

Filed 2026-10-20

Peterson Wealth Services

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$363 (-$85)

Filed 2026-10-26

RMG Wealth Management LLC

CLOSED

Shares0 from 1,326,149

Change-1,326,149 (-100%)

Value$0 (-$86.9M)

Filed 2026-10-26

Truist Financial Corp

CLOSED

Shares0 from 41,272

Change-41,272 (-100%)

Value$0 (-$4.6M)

Filed 2026-10-30

Great Diamond Partners, LLC

CLOSED

Shares0 from 25,482

Change-25,482 (-100%)

Value$0 (-$2.9M)

Filed 2026-10-13

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 19,675

Change-19,675 (-100%)

Value$0 (-$2.2M)

Filed 2026-10-21

Outlook Wealth Advisors, LLC

CLOSED

Shares0 from 19,316

Change-19,316 (-100%)

Value$0 (-$2.2M)

Filed 2026-10-28

Braeburn Wealth Management LLC

CLOSED

Shares0 from 16,415

Change-16,415 (-100%)

Value$0 (-$1.8M)

Filed 2026-10-15

Nilsine Partners, LLC

CLOSED

Shares0 from 14,095

Change-14,095 (-100%)

Value$0 (-$1.6M)

Filed 2026-11-02

Leuthold Group, LLC

CLOSED

Shares0 from 11,203

Change-11,203 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-04

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 7,900

Change-7,900 (-100%)

Value$0 (-$885.3K)

Filed 2026-10-13

Prospera Financial Services Inc

CLOSED

Shares0 from 5,101

Change-5,101 (-100%)

Value$0 (-$572.0K)

Filed 2026-11-04

MinichMacGregor Wealth Management, LLC

CLOSED

Shares0 from 3,443

Change-3,443 (-100%)

Value$0 (-$385.8K)

Filed 2026-10-14

Wellington Shields & Co., LLC

CLOSED

Shares0 from 2,997

Change-2,997 (-100%)

Value$0 (-$335.8K)

Filed 2026-11-03

Davenport & Co LLC

CLOSED

Shares0 from 2,426

Change-2,426 (-100%)

Value$0 (-$271.8K)

Filed 2026-10-14

Focus Financial Network, Inc.

CLOSED

Shares0 from 2,318

Change-2,318 (-100%)

Value$0 (-$259.8K)

Filed 2026-10-14

Western Financial Corp

CLOSED

Shares0 from 2,141

Change-2,141 (-100%)

Value$0 (-$239.9K)

Filed 2026-10-14

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,129

Change-1,129 (-100%)

Value$0 (-$126.5K)

Filed 2026-11-06

Caldwell Trust Co

CLOSED

Shares0 from 90

Change-90 (-100%)

Value$0 (-$10.1K)

Filed 2026-10-30

Evermay Wealth Management LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$2.2K)

Filed 2026-11-05

HighTower Advisors, LLC

N/A

Shares— from 301,756

Change-301,756 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 289,760

Change-289,760 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 132,456

Change-132,456 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 114,985

Change-114,985 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 92,231

Change-92,231 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 84,241

Change-84,241 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 81,343

Change-81,343 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 44,317

Change-44,317 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 43,836

Change-43,836 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 28,940

Change-28,940 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 28,741

Change-28,741 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 24,395

Change-24,395 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 23,094

Change-23,094 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 19,773

Change-19,773 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 19,392

Change-19,392 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,487

Change-14,487 (-100%)

Value—

UBS Group AG

N/A

Shares— from 14,455

Change-14,455 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 13,041

Change-13,041 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 12,861

Change-12,861 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 8,970

Change-8,970 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,717

Change-7,717 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 7,547

Change-7,547 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7,265

Change-7,265 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 6,537

Change-6,537 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,175

Change-6,175 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,162

Change-6,162 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,842

Change-5,842 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 5,485

Change-5,485 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 4,788

Change-4,788 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 4,047

Change-4,047 (-100%)

Value—

&partners

N/A

Shares— from 3,859

Change-3,859 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 3,719

Change-3,719 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 3,552

Change-3,552 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 3,225

Change-3,225 (-100%)

Value—

Carr Financial Group Corp

N/A

Shares— from 3,203

Change-3,203 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,073

Change-3,073 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 2,975

Change-2,975 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 2,936

Change-2,936 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 2,694

Change-2,694 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,618

Change-2,618 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 2,514

Change-2,514 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,232

Change-2,232 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 2,018

Change-2,018 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 793

Change-793 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 743

Change-743 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 724

Change-724 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 335

Change-335 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 283

Change-283 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 276

Change-276 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 235

Change-235 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 215

Change-215 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 189

Change-189 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 139

Change-139 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 91

Change-91 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 90

Change-90 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 67

Change-67 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 51

Change-51 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	174,228	193,635	-19,407	-10%	$21.7M	$15.8M	-$5.9M	2026-11-06
Fifth Third Securities, Inc.	INCREASED	26,901	25,192	+1,709	+7%	$2.8M	$2.4M	-$381.5K	2026-10-21
Independent Financial Group, LLC	DECREASED	16,850	20,675	-3,825	-18%	$2.3M	$1.5M	-$787.5K	2026-10-13
Capital Asset Advisory Services LLC	DECREASED	16,149	19,675	-3,526	-18%	$2.2M	$1.4M	-$806.4K	2026-10-30
Kestra Advisory Services, LLC	DECREASED	13,546	14,024	-478	-3%	$1.6M	$1.2M	-$342.1K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	10,365	19,441	-9,076	-47%	$2.2M	$941.0K	-$1.2M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	9,594	9,805	-211	-2%	$1.1M	$870.8K	-$228.0K	2026-11-02
Accel Wealth Management	DECREASED	7,222	7,554	-332	-4%	$846.5K	$655.4K	-$191.1K	2026-10-13
Ibex Wealth Advisors	DECREASED	6,830	7,268	-438	-6%	$814.4K	$619.9K	-$194.5K	2026-11-06
Elm3 Financial Group, LLC	DECREASED	5,487	5,638	-151	-3%	$631.8K	$498.0K	-$133.8K	2026-10-07
Sound Income Strategies, LLC	DECREASED	4,951	5,079	-128	-3%	$569.2K	$450.6K	-$118.5K	2026-10-09
High Point Wealth Management, LLC	DECREASED	4,202	4,471	-269	-6%	$501.1K	$381.4K	-$119.7K	2026-11-05
Wealthcare Advisory Partners LLC	DECREASED	4,181	5,794	-1,613	-28%	$649.3K	$379.4K	-$269.9K	2026-10-21
Choreo, LLC	UNCHANGED	3,692	3,692	0	0%	$413.7K	$335.1K	-$78.6K	2026-10-28
Sigma Planning Corp	DECREASED	3,492	4,628	-1,136	-25%	$518.6K	$316.9K	-$201.7K	2026-10-23
PNC Financial Services Group, Inc.	UNCHANGED	3,035	3,035	0	0%	$340.1K	$275.5K	-$64.7K	2026-11-06
Northwest Financial Advisors	UNCHANGED	2,854	2,854	0	0%	$319.8K	$259.0K	-$60.8K	2026-10-27
Equitable Trust Co	UNCHANGED	2,567	2,567	0	0%	$287.7K	$233.0K	-$54.7K	2026-10-13
PFG Advisors	INCREASED	2,501	2,330	+171	+7%	$261.1K	$227.0K	-$34.1K	2026-10-16
J.W. Cole Advisors, Inc.	INCREASED	2,417	2,016	+401	+20%	$226.0K	$219.3K	-$6.6K	2026-11-05
Citigroup Inc	NEW	1,455	—	+1,455	—	—	$132.1K	—	2026-11-04
Allspring Global Investments Holdings, LLC	UNCHANGED	974	974	0	0%	$105.7K	$90.8K	-$14.9K	2026-11-04
Rossby Financial, LCC	NEW	839	—	+839	—	—	$76.1K	—	2026-11-05
Flagship Wealth Advisors, LLC	UNCHANGED	700	700	0	0%	$78.4K	$63.5K	-$14.9K	2026-11-03
Private Trust Co NA	UNCHANGED	586	586	0	0%	$65.7K	$53.2K	-$12.5K	2026-10-20
Fifth Third Bancorp	UNCHANGED	530	530	0	0%	$59.4K	$48.1K	-$11.3K	2026-11-05
Spire Wealth Management	INCREASED	477	468	+9	+2%	$52.4K	$43.3K	-$9.1K	2026-10-30
Strategic Advocates LLC	UNCHANGED	279	279	0	0%	$31.2K	$25.3K	-$5.9K	2026-11-03
Russell Investments Group, Ltd.	UNCHANGED	200	200	0	0%	$22.4K	$18.2K	-$4.3K	2026-11-06
Creative Financial Designs Inc	UNCHANGED	51	51	0	0%	$5.7K	$4.6K	-$1.1K	2026-11-04
US Bancorp \de\	UNCHANGED	51	51	0	0%	$5.7K	$4.6K	-$1.1K	2026-11-05
CoreCap Advisors, LLC	UNCHANGED	45	45	0	0%	$5.0K	$4.1K	-$959	2026-10-08
Capital Investment Counsel, Inc	UNCHANGED	14	14	0	0%	$1.6K	$1.3K	-$298	2026-10-20
Peterson Wealth Services	UNCHANGED	4	4	0	0%	$448	$363	-$85	2026-10-26
RMG Wealth Management LLC	CLOSED	0	1,326,149	-1,326,149	-100%	$86.9M	$0	-$86.9M	2026-10-26
Truist Financial Corp	CLOSED	0	41,272	-41,272	-100%	$4.6M	$0	-$4.6M	2026-10-30
Great Diamond Partners, LLC	CLOSED	0	25,482	-25,482	-100%	$2.9M	$0	-$2.9M	2026-10-13
Axxcess Wealth Management, LLC	CLOSED	0	19,675	-19,675	-100%	$2.2M	$0	-$2.2M	2026-10-21
Outlook Wealth Advisors, LLC	CLOSED	0	19,316	-19,316	-100%	$2.2M	$0	-$2.2M	2026-10-28
Braeburn Wealth Management LLC	CLOSED	0	16,415	-16,415	-100%	$1.8M	$0	-$1.8M	2026-10-15
Nilsine Partners, LLC	CLOSED	0	14,095	-14,095	-100%	$1.6M	$0	-$1.6M	2026-11-02
Leuthold Group, LLC	CLOSED	0	11,203	-11,203	-100%	$1.3M	$0	-$1.3M	2026-11-04
Hennion & Walsh Asset Management, Inc.	CLOSED	0	7,900	-7,900	-100%	$885.3K	$0	-$885.3K	2026-10-13
Prospera Financial Services Inc	CLOSED	0	5,101	-5,101	-100%	$572.0K	$0	-$572.0K	2026-11-04
MinichMacGregor Wealth Management, LLC	CLOSED	0	3,443	-3,443	-100%	$385.8K	$0	-$385.8K	2026-10-14
Wellington Shields & Co., LLC	CLOSED	0	2,997	-2,997	-100%	$335.8K	$0	-$335.8K	2026-11-03
Davenport & Co LLC	CLOSED	0	2,426	-2,426	-100%	$271.8K	$0	-$271.8K	2026-10-14
Focus Financial Network, Inc.	CLOSED	0	2,318	-2,318	-100%	$259.8K	$0	-$259.8K	2026-10-14
Western Financial Corp	CLOSED	0	2,141	-2,141	-100%	$239.9K	$0	-$239.9K	2026-10-14
Institute for Wealth Management, Llc.	CLOSED	0	1,129	-1,129	-100%	$126.5K	$0	-$126.5K	2026-11-06
Caldwell Trust Co	CLOSED	0	90	-90	-100%	$10.1K	$0	-$10.1K	2026-10-30
Evermay Wealth Management LLC	CLOSED	0	20	-20	-100%	$2.2K	$0	-$2.2K	2026-11-05
HighTower Advisors, LLC	N/A	—	301,756	-301,756	-100%	$33.8M	—	—	—
Morgan Stanley	N/A	—	289,760	-289,760	-100%	$32.5M	—	—	—
Cetera Investment Advisers	N/A	—	132,456	-132,456	-100%	$14.8M	—	—	—
Bank of America Corp	N/A	—	114,985	-114,985	-100%	$12.9M	—	—	—
Raymond James Financial Inc	N/A	—	92,231	-92,231	-100%	$10.3M	—	—	—
Wells Fargo & Company	N/A	—	84,241	-84,241	-100%	$9.4M	—	—	—
Royal Bank of Canada	N/A	—	81,343	-81,343	-100%	$9.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	44,317	-44,317	-100%	$5.0M	—	—	—
MML Investors Services, LLC	N/A	—	43,836	-43,836	-100%	$4.9M	—	—	—
MAI Capital Management	N/A	—	28,940	-28,940	-100%	$3.2M	—	—	—
HighPoint Advisor Group LLC	N/A	—	28,741	-28,741	-100%	$3.2M	—	—	—
Ameriprise Financial Inc	N/A	—	24,395	-24,395	-100%	$2.7M	—	—	—
BFC Planning, Inc.	N/A	—	23,094	-23,094	-100%	$2.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	19,773	-19,773	-100%	$2.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	19,392	-19,392	-100%	$2.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	14,487	-14,487	-100%	$1.6M	—	—	—
UBS Group AG	N/A	—	14,455	-14,455	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	13,041	-13,041	-100%	$1.5M	—	—	—
Baird Financial Group, Inc.	N/A	—	12,861	-12,861	-100%	$1.4M	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	8,970	-8,970	-100%	$1.0M	—	—	—
Mariner, LLC	N/A	—	7,717	-7,717	-100%	$864.8K	—	—	—
Equitable Holdings, Inc.	N/A	—	7,547	-7,547	-100%	$845.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7,265	-7,265	-100%	$814.1K	—	—	—
EP Wealth Advisors, LLC	N/A	—	6,537	-6,537	-100%	$732.5K	—	—	—
Private Advisor Group, LLC	N/A	—	6,175	-6,175	-100%	$692.0K	—	—	—
FMR LLC	N/A	—	6,162	-6,162	-100%	$690.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,842	-5,842	-100%	$654.7K	—	—	—
OneAscent Financial Services LLC	N/A	—	5,485	-5,485	-100%	$614.7K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	4,788	-4,788	-100%	$536.5K	—	—	—
KKM Financial LLC	N/A	—	4,047	-4,047	-100%	$453.5K	—	—	—
&partners	N/A	—	3,859	-3,859	-100%	$432.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	3,719	-3,719	-100%	$416.8K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	3,552	-3,552	-100%	$398.1K	—	—	—
Stifel Financial Corp	N/A	—	3,225	-3,225	-100%	$361.4K	—	—	—
Carr Financial Group Corp	N/A	—	3,203	-3,203	-100%	$359.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,073	-3,073	-100%	$344.4K	—	—	—
PFG Investments, LLC	N/A	—	2,975	-2,975	-100%	$333.4K	—	—	—
Summit Financial, LLC	N/A	—	2,936	-2,936	-100%	$329.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	2,694	-2,694	-100%	$301.9K	—	—	—
Arax Advisory Partners	N/A	—	2,618	-2,618	-100%	$293.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	2,514	-2,514	-100%	$282.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,232	-2,232	-100%	$250.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	2,018	-2,018	-100%	$226.1K	—	—	—
Colonial Trust Co / SC	N/A	—	793	-793	-100%	$88.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	743	-743	-100%	$83.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	724	-724	-100%	$81.1K	—	—	—
one8zero8, LLC	N/A	—	335	-335	-100%	$37.5K	—	—	—
Glenmede Trust Co NA	N/A	—	283	-283	-100%	$31.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	276	-276	-100%	$30.9K	—	—	—
Regatta Research & Money Management	N/A	—	235	-235	-100%	$26.3K	—	—	—
JPMorgan Chase & Co	N/A	—	215	-215	-100%	$24.0K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	189	-189	-100%	$535.7K	—	—	—
Copia Wealth Management	N/A	—	139	-139	-100%	$15.6K	—	—	—
Benson Wealth Management Inc	N/A	—	91	-91	-100%	$10.2K	—	—	—
Howe & Rusling Inc	N/A	—	90	-90	-100%	$10.1K	—	—	—
Franklin Resources Inc	N/A	—	67	-67	-100%	$7.5K	—	—	—
Hantz Financial Services, Inc.	N/A	—	60	-60	-100%	$7	—	—	—
Harbour Investments, Inc.	N/A	—	51	-51	-100%	$5.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	25	-25	-100%	$2.8K	—	—	—

Showing 111 of 111 institutions