Invesco Biotechnology & Geno (PBE)

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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Gerber Kawasaki Wealth & Investment Management

DECREASED

Shares30,108 from 31,666

Change-1,558 (-5%)

Value$2.9M (+$90.3K)

Filed 2026-10-29

YHB Investment Advisors, Inc.

DECREASED

Shares22,296 from 23,136

Change-840 (-4%)

Value$2.2M (+$95.0K)

Filed 2026-10-08

Penobscot Investment Management Company, Inc.

UNCHANGED

Shares19,450 from 19,450

Change0 (0%)

Value$1.9M (+$148.6K)

Filed 2026-10-26

Massachusetts Wealth Management

DECREASED

Shares17,459 from 17,784

Change-325 (-2%)

Value$1.7M (+$104.3K)

Filed 2026-10-21

Nilsine Partners, LLC

NEW

Shares16,556

Change+16,556

Value$1.6M

Filed 2026-11-02

US Bancorp \de\

UNCHANGED

Shares16,500 from 16,500

Change0 (0%)

Value$1.6M (+$126.1K)

Filed 2026-11-05

Outlook Wealth Advisors, LLC

NEW

Shares15,088

Change+15,088

Value$1.5M

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares12,702 from 13,211

Change-509 (-4%)

Value$1.2M (+$51.5K)

Filed 2026-11-02

Hennion & Walsh Asset Management, Inc.

NEW

Shares9,575

Change+9,575

Value$931.5K

Filed 2026-10-13

Newman Dignan & Sheerar, Inc.

UNCHANGED

Shares9,370 from 9,370

Change0 (0%)

Value$911.6K (+$71.6K)

Filed 2026-10-21

Farther Finance Advisors, LLC

UNCHANGED

Shares9,174 from 9,174

Change0 (0%)

Value$892.5K (+$70.1K)

Filed 2026-10-08

Prospera Financial Services Inc

NEW

Shares8,490

Change+8,490

Value$870.3K

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

NEW

Shares7,081

Change+7,081

Value$689.0K

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares6,430 from 6,623

Change-193 (-3%)

Value$625.5K (+$31.8K)

Filed 2026-11-02

Archford Capital Strategies, LLC

INCREASED

Shares6,413 from 6,252

Change+161 (+3%)

Value$623.9K (+$63.4K)

Filed 2026-10-19

Investment House LLC

DECREASED

Shares5,980 from 6,880

Change-900 (-13%)

Value$581.8K (-$35.0K)

Filed 2026-10-21

Independent Financial Group, LLC

NEW

Shares5,956

Change+5,956

Value$579.5K

Filed 2026-10-13

Dynamic Advisor Solutions LLC

INCREASED

Shares5,624 from 5,398

Change+226 (+4%)

Value$547.2K (+$63.2K)

Filed 2026-10-13

Flagship Harbor Advisors, LLC

UNCHANGED

Shares5,100 from 5,100

Change0 (0%)

Value$496.2K (+$39.0K)

Filed 2026-10-26

Axxcess Wealth Management, LLC

UNCHANGED

Shares4,725 from 4,725

Change0 (0%)

Value$459.7K (+$36.1K)

Filed 2026-10-21

Creative Planning

INCREASED

Shares4,353 from 4,295

Change+58 (+1%)

Value$423.5K (+$38.5K)

Filed 2026-11-02

Davenport & Co LLC

NEW

Shares4,071

Change+4,071

Value$396.1K

Filed 2026-10-14

MinichMacGregor Wealth Management, LLC

NEW

Shares3,819

Change+3,819

Value$371.5K

Filed 2026-10-14

Beese Fulmer Investment Management, Inc.

DECREASED

Shares3,205 from 3,250

Change-45 (-1%)

Value$311.8K (+$20.5K)

Filed 2026-10-23

Sowell Financial Services LLC

INCREASED

Shares3,067 from 2,933

Change+134 (+5%)

Value$298.4K (+$35.4K)

Filed 2026-10-23

VestGen Advisors, LLC

DECREASED

Shares2,426 from 2,459

Change-33 (-1%)

Value$236.0K (+$15.6K)

Filed 2026-10-27

Joel Isaacson & Co., LLC

DECREASED

Shares2,375 from 2,825

Change-450 (-16%)

Value$231.1K (-$22.2K)

Filed 2026-11-05

PFG Advisors

UNCHANGED

Shares2,364 from 2,364

Change0 (0%)

Value$230.0K (+$18.1K)

Filed 2026-10-16

Strategic Blueprint, LLC

INCREASED

Shares2,325 from 2,324

Change+1 (+0%)

Value$226.2K (+$17.8K)

Filed 2026-10-22

Keybank National Association

NEW

Shares2,150

Change+2,150

Value$209.2K

Filed 2026-11-04

Allen Mooney & Barnes Investment Advisors LLC

NEW

Shares2,100

Change+2,100

Value$204.3K

Filed 2026-10-08

Allegheny Financial Group

NEW

Shares2,060

Change+2,060

Value$200.5K

Filed 2026-11-05

First Premier Bank

UNCHANGED

Shares670 from 670

Change0 (0%)

Value$65 (+$5)

Filed 2026-10-13

Creative Financial Designs Inc

INCREASED

Shares669 from 472

Change+197 (+42%)

Value$65.1K (+$22.8K)

Filed 2026-11-04

Oakworth Capital, Inc.

UNCHANGED

Shares611 from 611

Change0 (0%)

Value$59.4K (+$4.7K)

Filed 2026-10-26

Jacobi Capital Management LLC

NEW

Shares600

Change+600

Value$58.4K

Filed 2026-11-05

City Holding Co

NEW

Shares450

Change+450

Value$43.8K

Filed 2026-10-19

Fifth Third Bancorp

DECREASED

Shares427 from 460

Change-33 (-7%)

Value$41.5K (+$304)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$38.9K (+$3.1K)

Filed 2026-11-03

Financial Perspectives, Inc

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$34.1K (+$2.7K)

Filed 2026-11-03

Compass Financial Management LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$29.2K (+$2.3K)

Filed 2026-10-30

Signaturefd, LLC

UNCHANGED

Shares213 from 213

Change0 (0%)

Value$20.7K (+$1.6K)

Filed 2026-10-23

Entrust Financial LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$14.6K (+$1.1K)

Filed 2026-11-04

Harbor Investment Advisory, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$14.6K (+$1.1K)

Filed 2026-10-13

Rossby Financial, LCC

NEW

Shares130

Change+130

Value$12.6K

Filed 2026-11-05

Realta Investment Advisors

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$5.4K (+$428)

Filed 2026-10-14

Triumph Capital Management

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$3.3K (+$260)

Filed 2026-10-14

Silver Grove Financial Group, Inc.

INCREASED

Shares24 from 9

Change+15 (+167%)

Value$2.3K (+$1.5K)

Filed 2026-11-05

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$2.0K (+$160)

Filed 2026-10-29

Assetmark, Inc

NEW

Shares20

Change+20

Value$1.9K

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares3

Change+3

Value$291

Filed 2026-11-03

RFG Advisory, LLC

CLOSED

Shares0 from 8,510

Change-8,510 (-100%)

Value$0 (-$762.9K)

Filed 2026-11-03

Connecticut Capital Management Group, LLC

CLOSED

Shares0 from 3,218

Change-3,218 (-100%)

Value$0 (-$288.5K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 148,498

Change-148,498 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 104,341

Change-104,341 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 92,322

Change-92,322 (-100%)

Value—

UBS Group AG

N/A

Shares— from 68,097

Change-68,097 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 57,290

Change-57,290 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 50,488

Change-50,488 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 38,558

Change-38,558 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 25,760

Change-25,760 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 22,250

Change-22,250 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 20,218

Change-20,218 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 13,772

Change-13,772 (-100%)

Value—

Abbot Financial Management, Inc.

N/A

Shares— from 12,225

Change-12,225 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,820

Change-11,820 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 10,893

Change-10,893 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 10,673

Change-10,673 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 10,363

Change-10,363 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 10,186

Change-10,186 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 10,090

Change-10,090 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,641

Change-9,641 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 9,314

Change-9,314 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,073

Change-8,073 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 6,758

Change-6,758 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 4,999

Change-4,999 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 4,712

Change-4,712 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 4,499

Change-4,499 (-100%)

Value—

Envision Financial Transparency, LLC

N/A

Shares— from 4,488

Change-4,488 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,346

Change-4,346 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 4,115

Change-4,115 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 4,024

Change-4,024 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,830

Change-3,830 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 3,662

Change-3,662 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 3,190

Change-3,190 (-100%)

Value—

Blair William & Co

N/A

Shares— from 3,097

Change-3,097 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 2,942

Change-2,942 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 2,813

Change-2,813 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 2,778

Change-2,778 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 2,534

Change-2,534 (-100%)

Value—

Wharton Business Group, LLC

N/A

Shares— from 2,507

Change-2,507 (-100%)

Value—

Dana Investment Advisors, Inc.

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,890

Change-1,890 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 1,860

Change-1,860 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 1,784

Change-1,784 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 1,782

Change-1,782 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,407

Change-1,407 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,279

Change-1,279 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 1,225

Change-1,225 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,176

Change-1,176 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,050

Change-1,050 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 827

Change-827 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 663

Change-663 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 658

Change-658 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 653

Change-653 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 648

Change-648 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 628

Change-628 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 516

Change-516 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 508

Change-508 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 327

Change-327 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 315

Change-315 (-100%)

Value—

Financial Avengers, Inc.

N/A

Shares— from 204

Change-204 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 140

Change-140 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 45

Change-45 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Gerber Kawasaki Wealth & Investment Management	DECREASED	30,108	31,666	-1,558	-5%	$2.8M	$2.9M	+$90.3K	2026-10-29
YHB Investment Advisors, Inc.	DECREASED	22,296	23,136	-840	-4%	$2.1M	$2.2M	+$95.0K	2026-10-08
Penobscot Investment Management Company, Inc.	UNCHANGED	19,450	19,450	0	0%	$1.7M	$1.9M	+$148.6K	2026-10-26
Massachusetts Wealth Management	DECREASED	17,459	17,784	-325	-2%	$1.6M	$1.7M	+$104.3K	2026-10-21
Nilsine Partners, LLC	NEW	16,556	—	+16,556	—	—	$1.6M	—	2026-11-02
US Bancorp \de\	UNCHANGED	16,500	16,500	0	0%	$1.5M	$1.6M	+$126.1K	2026-11-05
Outlook Wealth Advisors, LLC	NEW	15,088	—	+15,088	—	—	$1.5M	—	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	12,702	13,211	-509	-4%	$1.2M	$1.2M	+$51.5K	2026-11-02
Hennion & Walsh Asset Management, Inc.	NEW	9,575	—	+9,575	—	—	$931.5K	—	2026-10-13
Newman Dignan & Sheerar, Inc.	UNCHANGED	9,370	9,370	0	0%	$840.0K	$911.6K	+$71.6K	2026-10-21
Farther Finance Advisors, LLC	UNCHANGED	9,174	9,174	0	0%	$822.4K	$892.5K	+$70.1K	2026-10-08
Prospera Financial Services Inc	NEW	8,490	—	+8,490	—	—	$870.3K	—	2026-11-04
Cambridge Investment Research Advisors, Inc.	NEW	7,081	—	+7,081	—	—	$689.0K	—	2026-11-02
Kestra Advisory Services, LLC	DECREASED	6,430	6,623	-193	-3%	$593.8K	$625.5K	+$31.8K	2026-11-02
Archford Capital Strategies, LLC	INCREASED	6,413	6,252	+161	+3%	$560.5K	$623.9K	+$63.4K	2026-10-19
Investment House LLC	DECREASED	5,980	6,880	-900	-13%	$616.8K	$581.8K	-$35.0K	2026-10-21
Independent Financial Group, LLC	NEW	5,956	—	+5,956	—	—	$579.5K	—	2026-10-13
Dynamic Advisor Solutions LLC	INCREASED	5,624	5,398	+226	+4%	$483.9K	$547.2K	+$63.2K	2026-10-13
Flagship Harbor Advisors, LLC	UNCHANGED	5,100	5,100	0	0%	$457.2K	$496.2K	+$39.0K	2026-10-26
Axxcess Wealth Management, LLC	UNCHANGED	4,725	4,725	0	0%	$423.6K	$459.7K	+$36.1K	2026-10-21
Creative Planning	INCREASED	4,353	4,295	+58	+1%	$385.0K	$423.5K	+$38.5K	2026-11-02
Davenport & Co LLC	NEW	4,071	—	+4,071	—	—	$396.1K	—	2026-10-14
MinichMacGregor Wealth Management, LLC	NEW	3,819	—	+3,819	—	—	$371.5K	—	2026-10-14
Beese Fulmer Investment Management, Inc.	DECREASED	3,205	3,250	-45	-1%	$291.4K	$311.8K	+$20.5K	2026-10-23
Sowell Financial Services LLC	INCREASED	3,067	2,933	+134	+5%	$262.9K	$298.4K	+$35.4K	2026-10-23
VestGen Advisors, LLC	DECREASED	2,426	2,459	-33	-1%	$220.4K	$236.0K	+$15.6K	2026-10-27
Joel Isaacson & Co., LLC	DECREASED	2,375	2,825	-450	-16%	$253.3K	$231.1K	-$22.2K	2026-11-05
PFG Advisors	UNCHANGED	2,364	2,364	0	0%	$211.9K	$230.0K	+$18.1K	2026-10-16
Strategic Blueprint, LLC	INCREASED	2,325	2,324	+1	+0%	$208.4K	$226.2K	+$17.8K	2026-10-22
Keybank National Association	NEW	2,150	—	+2,150	—	—	$209.2K	—	2026-11-04
Allen Mooney & Barnes Investment Advisors LLC	NEW	2,100	—	+2,100	—	—	$204.3K	—	2026-10-08
Allegheny Financial Group	NEW	2,060	—	+2,060	—	—	$200.5K	—	2026-11-05
First Premier Bank	UNCHANGED	670	670	0	0%	$60	$65	+$5	2026-10-13
Creative Financial Designs Inc	INCREASED	669	472	+197	+42%	$42.3K	$65.1K	+$22.8K	2026-11-04
Oakworth Capital, Inc.	UNCHANGED	611	611	0	0%	$54.8K	$59.4K	+$4.7K	2026-10-26
Jacobi Capital Management LLC	NEW	600	—	+600	—	—	$58.4K	—	2026-11-05
City Holding Co	NEW	450	—	+450	—	—	$43.8K	—	2026-10-19
Fifth Third Bancorp	DECREASED	427	460	-33	-7%	$41.2K	$41.5K	+$304	2026-11-05
Ashton Thomas Private Wealth, LLC	UNCHANGED	400	400	0	0%	$35.9K	$38.9K	+$3.1K	2026-11-03
Financial Perspectives, Inc	UNCHANGED	350	350	0	0%	$31.4K	$34.1K	+$2.7K	2026-11-03
Compass Financial Management LLC	UNCHANGED	300	300	0	0%	$26.9K	$29.2K	+$2.3K	2026-10-30
Signaturefd, LLC	UNCHANGED	213	213	0	0%	$19.1K	$20.7K	+$1.6K	2026-10-23
Entrust Financial LLC	UNCHANGED	150	150	0	0%	$13.4K	$14.6K	+$1.1K	2026-11-04
Harbor Investment Advisory, LLC	UNCHANGED	150	150	0	0%	$13.4K	$14.6K	+$1.1K	2026-10-13
Rossby Financial, LCC	NEW	130	—	+130	—	—	$12.6K	—	2026-11-05
Realta Investment Advisors	UNCHANGED	56	56	0	0%	$5.0K	$5.4K	+$428	2026-10-14
Triumph Capital Management	UNCHANGED	34	34	0	0%	$3.0K	$3.3K	+$260	2026-10-14
Silver Grove Financial Group, Inc.	INCREASED	24	9	+15	+167%	$807	$2.3K	+$1.5K	2026-11-05
Blue Bell Private Wealth Management, LLC	UNCHANGED	21	21	0	0%	$1.9K	$2.0K	+$160	2026-10-29
Assetmark, Inc	NEW	20	—	+20	—	—	$1.9K	—	2026-10-21
Ascentis Independent Advisors	NEW	3	—	+3	—	—	$291	—	2026-11-03
RFG Advisory, LLC	CLOSED	0	8,510	-8,510	-100%	$762.9K	$0	-$762.9K	2026-11-03
Connecticut Capital Management Group, LLC	CLOSED	0	3,218	-3,218	-100%	$288.5K	$0	-$288.5K	2026-10-29
Morgan Stanley	N/A	—	148,498	-148,498	-100%	$13.3M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	104,341	-104,341	-100%	$9.4M	—	—	—
LPL Financial LLC	N/A	—	92,322	-92,322	-100%	$8.3M	—	—	—
UBS Group AG	N/A	—	68,097	-68,097	-100%	$6.1M	—	—	—
Bank of America Corp	N/A	—	57,290	-57,290	-100%	$5.1M	—	—	—
Royal Bank of Canada	N/A	—	50,488	-50,488	-100%	$4.5M	—	—	—
Wells Fargo & Company	N/A	—	38,558	-38,558	-100%	$3.5M	—	—	—
Cetera Investment Advisers	N/A	—	25,760	-25,760	-100%	$2.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	22,250	-22,250	-100%	$2.0M	—	—	—
Institute for Wealth Management, Llc.	N/A	—	20,218	-20,218	-100%	$1.8M	—	—	—
NewEdge Wealth, LLC	N/A	—	13,772	-13,772	-100%	$1.2M	—	—	—
Abbot Financial Management, Inc.	N/A	—	12,225	-12,225	-100%	$1.1M	—	—	—
Mariner, LLC	N/A	—	11,820	-11,820	-100%	$1.1M	—	—	—
CreativeOne Wealth, LLC	N/A	—	10,893	-10,893	-100%	$976.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	10,673	-10,673	-100%	$956.9K	—	—	—
Benjamin Edwards Inc	N/A	—	10,363	-10,363	-100%	$929.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	10,186	-10,186	-100%	$913.6K	—	—	—
Raymond James Financial Inc	N/A	—	10,090	-10,090	-100%	$904.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,641	-9,641	-100%	$864.3K	—	—	—
One Capital Management, LLC	N/A	—	9,314	-9,314	-100%	$737.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,073	-8,073	-100%	$723.7K	—	—	—
HighTower Advisors, LLC	N/A	—	6,758	-6,758	-100%	$605.9K	—	—	—
Citadel Advisors LLC	N/A	—	4,999	-4,999	-100%	$448.2K	—	—	—
Jane Street Group, LLC	N/A	—	4,712	-4,712	-100%	$422.4K	—	—	—
Hills Bank & Trust Co	N/A	—	4,499	-4,499	-100%	$403.3K	—	—	—
Envision Financial Transparency, LLC	N/A	—	4,488	-4,488	-100%	$371.2K	—	—	—
Stifel Financial Corp	N/A	—	4,346	-4,346	-100%	$389.6K	—	—	—
GSA Capital Partners LLP	N/A	—	4,115	-4,115	-100%	$369.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	4,024	-4,024	-100%	$360.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,830	-3,830	-100%	$343.0K	—	—	—
Pacific SUN Financial Corp	N/A	—	3,662	-3,662	-100%	$328.3K	—	—	—
Two Sigma Investments, LP	N/A	—	3,400	-3,400	-100%	$304.8K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	3,190	-3,190	-100%	$286.0K	—	—	—
Blair William & Co	N/A	—	3,097	-3,097	-100%	$277.6K	—	—	—
Baird Financial Group, Inc.	N/A	—	3,000	-3,000	-100%	$268.9K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	2,942	-2,942	-100%	$263.7K	—	—	—
Western Wealth Management, LLC	N/A	—	2,813	-2,813	-100%	$252.2K	—	—	—
Summit Financial, LLC	N/A	—	2,778	-2,778	-100%	$249.0K	—	—	—
MML Investors Services, LLC	N/A	—	2,534	-2,534	-100%	$227.2K	—	—	—
Wharton Business Group, LLC	N/A	—	2,507	-2,507	-100%	$224.7K	—	—	—
Dana Investment Advisors, Inc.	N/A	—	2,400	-2,400	-100%	$215.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,890	-1,890	-100%	$169.5K	—	—	—
Glenmede Trust Co NA	N/A	—	1,860	-1,860	-100%	$166.7K	—	—	—
GeoWealth Management, LLC	N/A	—	1,784	-1,784	-100%	$160.0K	—	—	—
Millstone Evans Group, LLC	N/A	—	1,782	-1,782	-100%	$159.8K	—	—	—
FMR LLC	N/A	—	1,407	-1,407	-100%	$126.1K	—	—	—
Allworth Financial LP	N/A	—	1,279	-1,279	-100%	$114.7K	—	—	—
Webster Bank, N. A.	N/A	—	1,225	-1,225	-100%	$109.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,176	-1,176	-100%	$105.4K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	1,100	-1,100	-100%	$98.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,050	-1,050	-100%	$94.1K	—	—	—
IFG Advisory, LLC	N/A	—	827	-827	-100%	$74.1K	—	—	—
BlackRock, Inc.	N/A	—	663	-663	-100%	$59.4K	—	—	—
AE Wealth Management LLC	N/A	—	658	-658	-100%	$59.0K	—	—	—
Bank of Montreal	N/A	—	653	-653	-100%	$58.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	648	-648	-100%	$58.1K	—	—	—
Harbour Investments, Inc.	N/A	—	628	-628	-100%	$56.3K	—	—	—
Hollencrest Capital Management	N/A	—	516	-516	-100%	$46.3K	—	—	—
JPMorgan Chase & Co	N/A	—	508	-508	-100%	$45.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	327	-327	-100%	$29.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	315	-315	-100%	$28.2K	—	—	—
Financial Avengers, Inc.	N/A	—	204	-204	-100%	$18.3K	—	—	—
National Bank of Canada	N/A	—	140	-140	-100%	$12.5K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	70	-70	-100%	$6.3K	—	—	—
Capital Analysts, LLC	N/A	—	51	-51	-100%	$5	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	50	-50	-100%	$4.5K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	45	-45	-100%	$4.0K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$90	—	—	—

Showing 121 of 121 institutions