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Invesco S&P Smallcap Informa (PSCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Congress Asset Management Co
NEW
Shares68,799
Change+68,799
Value$68.8K
Filed 2026-10-06
Narus Financial Partners, LLC
DECREASED
Shares58,614 from 60,542
Change-1,928 (-3%)
Value$4.7M (-$857.7K)
Filed 2026-10-19
Cordoba Advisory Partners LLC
INCREASED
Shares54,537 from 51,743
Change+2,794 (+5%)
Value$4.4M (-$372.5K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares31,660 from 24,614
Change+7,046 (+29%)
Value$2.6M (+$284.1K)
Filed 2026-10-21
LFG Wealth Partners, LLC
INCREASED
Shares29,144 from 27,527
Change+1,617 (+6%)
Value$2.4M (-$188.4K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,829 from 22,006
Change-177 (-1%)
Value$1.8M (-$270.0K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares18,043 from 17,393
Change+650 (+4%)
Value$1.5M (-$149.1K)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
UNCHANGED
Shares13,368 from 13,368
Change0 (0%)
Value$1.1M (-$155.0K)
Filed 2026-10-15
JBR Co Financial Management Inc
UNCHANGED
Shares12,423 from 12,423
Change0 (0%)
Value$1.1M (-$33.7K)
Filed 2026-10-13
McGuire Investment Group, LLC
DECREASED
Shares11,900 from 13,899
Change-1,999 (-14%)
Value$961.7K (-$322.7K)
Filed 2026-10-23
Eagle Strategies LLC
DECREASED
Shares10,978 from 11,001
Change-23 (0%)
Value$887.3K (-$129.4K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares10,518 from 9,870
Change+648 (+7%)
Value$850.1K (-$62.1K)
Filed 2026-10-23
Independent Wealth Network Inc.
NEW
Shares10,329
Change+10,329
Value$834.8K
Filed 2026-10-19
Cookson Peirce & Co Inc
INCREASED
Shares10,044 from 9,815
Change+229 (+2%)
Value$811.8K (-$95.3K)
Filed 2026-10-30
First Growth Capital LLC
DECREASED
Shares9,547 from 9,986
Change-439 (-4%)
Value$771.6K (-$151.2K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED
Shares9,231 from 9,442
Change-211 (-2%)
Value$746.0K (-$126.5K)
Filed 2026-10-19
Somerset Trust Co
DECREASED
Shares8,607 from 9,275
Change-668 (-7%)
Value$695.6K (-$161.5K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares8,403 from 6,653
Change+1,750 (+26%)
Value$679.1K (+$64.3K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$606.2K (-$86.9K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares7,233 from 7,189
Change+44 (+1%)
Value$584.6K (-$79.8K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
INCREASED
Shares6,590 from 6,230
Change+360 (+6%)
Value$532.6K (+$9.5K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares6,273 from 5,727
Change+546 (+10%)
Value$507.1K (-$22.2K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares5,810 from 80
Change+5,730 (+7163%)
Value$476.8K (+$469.6K)
Filed 2026-11-04
Yoder Wealth Management, Inc.
UNCHANGED
Shares5,418 from 5,418
Change0 (0%)
Value$437.9K (-$62.8K)
Filed 2026-10-13
Carlson Financial, Inc.
INCREASED
Shares4,681 from 4,673
Change+8 (+0%)
Value$378.3K (-$53.6K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares4,515 from 6,090
Change-1,575 (-26%)
Value$364.9K (-$198.0K)
Filed 2026-11-02
Wealthcare Capital Partners, LLC
INCREASED
Shares4,061 from 3,624
Change+437 (+12%)
Value$328.2K (-$6.7K)
Filed 2026-10-21
Kessler Investment Group, LLC
INCREASED
Shares4,052 from 2,295
Change+1,757 (+77%)
Value$327.5K (+$115.4K)
Filed 2026-10-08
Bank of New York Mellon Corp
NEW
Shares3,320
Change+3,320
Value$268.3K
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$247.3K (-$35.5K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares2,923 from 2,241
Change+682 (+30%)
Value$236.2K (+$29.1K)
Filed 2026-11-04
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares2,913 from 2,913
Change0 (0%)
Value$235.4K (-$33.8K)
Filed 2026-10-23
Truist Financial Corp
NEW
Shares2,754
Change+2,754
Value$222.6K
Filed 2026-10-30
Davenport & Co LLC
UNCHANGED
Shares2,686 from 2,686
Change0 (0%)
Value$217.1K (-$31.1K)
Filed 2026-10-14
Ocean Park Asset Management, LLC
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$212.7K (-$30.5K)
Filed 2026-10-21
Old National Bancorp
UNCHANGED
Shares2,529 from 2,529
Change0 (0%)
Value$204.4K (-$29.3K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares1,374 from 2,938
Change-1,564 (-53%)
Value$111.1K (-$160.4K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares1,333 from 1,354
Change-21 (-2%)
Value$107.7K (-$14.5K)
Filed 2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$105.5K (-$15.1K)
Filed 2026-10-09
Toth Financial Advisory Corp
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$94.6K (-$13.6K)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares935
Change+935
Value$75.6K
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$63.0K (-$9.0K)
Filed 2026-10-23
Whipplewood Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$48.5K (-$7.0K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares595 from 505
Change+90 (+18%)
Value$48.1K (+$1.4K)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares590
Change+590
Value$47.7K
Filed 2026-10-14
Nfsg Corp
NEW
Shares450
Change+450
Value$36.4K
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$17.7K (-$2.5K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
NEW
Shares204
Change+204
Value$16.5K
Filed 2026-10-13
Advocate Investing Services LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$16.4K (-$2.4K)
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$10.4K (-$1.5K)
Filed 2026-10-08
US Bancorp \de\
NEW
Shares104
Change+104
Value$8.4K
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.9K (-$556)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$3.4K (-$487)
Filed 2026-11-02
Blue Trust, Inc.
NEW
Shares21
Change+21
Value$1.7K
Filed 2026-10-15
Washington Trust Advisors, Inc.
NEW
Shares6
Change+6
Value$459
Filed 2026-10-22
Prospera Financial Services Inc
CLOSED
Shares0 from 21,633
Change-21,633 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-04
Columbus Macro, LLC
CLOSED
Shares0 from 21,138
Change-21,138 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-14
Plan Group Financial, LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$600.7K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 6,128
Change-6,128 (-100%)
Value$0 (-$492.1K)
Filed 2026-10-27
Fulcrum Equity Management
CLOSED
Shares0 from 4,706
Change-4,706 (-100%)
Value$0 (-$434.9K)
Filed 2026-10-21
Worth Asset Management, LLC
CLOSED
Shares0 from 4,699
Change-4,699 (-100%)
Value$0 (-$434.2K)
Filed 2026-10-07
Independent Financial Group, LLC
CLOSED
Shares0 from 2,618
Change-2,618 (-100%)
Value$0 (-$241.9K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-13
Thrivent Financial for Lutherans
CLOSED
Shares0 from 2,292
Change-2,292 (-100%)
Value$0 (-$212.0K)
Filed 2026-11-05
Sigma Planning Corp
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-23
Biltmore Family Office, LLC
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$67.9K)
Filed 2026-11-03
Private Trust Co NA
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$46.2K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$43.3K)
Filed 2026-10-28
Copeland Capital Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$924)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 287,301
Change-287,301 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 280,245
Change-280,245 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 137,157
Change-137,157 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 131,429
Change-131,429 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 125,322
Change-125,322 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 120,380
Change-120,380 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 97,110
Change-97,110 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 90,446
Change-90,446 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 53,566
Change-53,566 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 47,435
Change-47,435 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 45,165
Change-45,165 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 40,328
Change-40,328 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 27,020
Change-27,020 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 25,300
Change-25,300 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 24,684
Change-24,684 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 24,357
Change-24,357 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,823
Change-22,823 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 21,911
Change-21,911 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,565
Change-21,565 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 20,569
Change-20,569 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,986
Change-17,986 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,323
Change-17,323 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,207
Change-17,207 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,627
Change-10,627 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,107
Change-9,107 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 500
Change-500 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 150
Change-150 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Blair William & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Status
Congress Asset Management Co
NEW68,799—+68,799——$68.8K—2026-10-06
Narus Financial Partners, LLC
DECREASED58,61460,542-1,928-3%$5.6M$4.7M-$857.7K2026-10-19
Cordoba Advisory Partners LLC
INCREASED54,53751,743+2,794+5%$4.8M$4.4M-$372.5K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED31,66024,614+7,046+29%$2.3M$2.6M+$284.1K2026-10-21
LFG Wealth Partners, LLC
INCREASED29,14427,527+1,617+6%$2.5M$2.4M-$188.4K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED21,82922,006-177-1%$2.0M$1.8M-$270.0K2026-11-02
Parr Mcknight Wealth Management Group, LLC
INCREASED18,04317,393+650+4%$1.6M$1.5M-$149.1K2026-10-30
Patriot Investment Management Group, Inc.
UNCHANGED13,36813,36800%$1.2M$1.1M-$155.0K2026-10-15
JBR Co Financial Management Inc
UNCHANGED12,42312,42300%$1.1M$1.1M-$33.7K2026-10-13
McGuire Investment Group, LLC
DECREASED11,90013,899-1,999-14%$1.3M$961.7K-$322.7K2026-10-23
Eagle Strategies LLC
DECREASED10,97811,001-230%$1.0M$887.3K-$129.4K2026-10-16
Apollon Wealth Management, LLC
INCREASED10,5189,870+648+7%$912.1K$850.1K-$62.1K2026-10-23
Independent Wealth Network Inc.
NEW10,329—+10,329——$834.8K—2026-10-19
Cookson Peirce & Co Inc
INCREASED10,0449,815+229+2%$907.0K$811.8K-$95.3K2026-10-30
First Growth Capital LLC
DECREASED9,5479,986-439-4%$922.8K$771.6K-$151.2K2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED9,2319,442-211-2%$872.6K$746.0K-$126.5K2026-10-19
Somerset Trust Co
DECREASED8,6079,275-668-7%$857.1K$695.6K-$161.5K2026-10-13
Creative Planning
INCREASED8,4036,653+1,750+26%$614.8K$679.1K+$64.3K2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED7,5007,50000%$693.1K$606.2K-$86.9K2026-10-27
Kestra Advisory Services, LLC
INCREASED7,2337,189+44+1%$664.4K$584.6K-$79.8K2026-11-02
Harbour Capital Advisors, LLC
INCREASED6,5906,230+360+6%$523.1K$532.6K+$9.5K2026-10-13
Fifth Third Bancorp
INCREASED6,2735,727+546+10%$529.2K$507.1K-$22.2K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED5,81080+5,730+7163%$7.2K$476.8K+$469.6K2026-11-04
Yoder Wealth Management, Inc.
UNCHANGED5,4185,41800%$500.7K$437.9K-$62.8K2026-10-13
Carlson Financial, Inc.
INCREASED4,6814,673+8+0%$431.9K$378.3K-$53.6K2026-11-05
Commonwealth Equity Services, LLC
DECREASED4,5156,090-1,575-26%$562.8K$364.9K-$198.0K2026-11-02
Wealthcare Capital Partners, LLC
INCREASED4,0613,624+437+12%$334.9K$328.2K-$6.7K2026-10-21
Kessler Investment Group, LLC
INCREASED4,0522,295+1,757+77%$212.1K$327.5K+$115.4K2026-10-08
Bank of New York Mellon Corp
NEW3,320—+3,320——$268.3K—2026-11-05
Walkner Condon Financial Advisors LLC
UNCHANGED3,0603,06000%$282.8K$247.3K-$35.5K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED2,9232,241+682+30%$207.1K$236.2K+$29.1K2026-11-04
Bond & Devick Financial Network, Inc.
UNCHANGED2,9132,91300%$269.2K$235.4K-$33.8K2026-10-23
Truist Financial Corp
NEW2,754—+2,754——$222.6K—2026-10-30
Davenport & Co LLC
UNCHANGED2,6862,68600%$248.2K$217.1K-$31.1K2026-10-14
Ocean Park Asset Management, LLC
UNCHANGED2,6322,63200%$243.2K$212.7K-$30.5K2026-10-21
Old National Bancorp
UNCHANGED2,5292,52900%$233.7K$204.4K-$29.3K2026-10-20
Spire Wealth Management
DECREASED1,3742,938-1,564-53%$271.5K$111.1K-$160.4K2026-10-30
Farther Finance Advisors, LLC
DECREASED1,3331,354-21-2%$122.2K$107.7K-$14.5K2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED1,3051,30500%$120.6K$105.5K-$15.1K2026-10-09
Toth Financial Advisory Corp
UNCHANGED1,1701,17000%$108.1K$94.6K-$13.6K2026-10-08
Rossby Financial, LCC
NEW935—+935——$75.6K—2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED78078000%$72.1K$63.0K-$9.0K2026-10-23
Whipplewood Advisors, LLC
UNCHANGED60060000%$55.4K$48.5K-$7.0K2026-10-20
IFP Advisors, Inc
INCREASED595505+90+18%$46.7K$48.1K+$1.4K2026-10-16
IFS Advisors, LLC
NEW590—+590——$47.7K—2026-10-14
Nfsg Corp
NEW450—+450——$36.4K—2026-10-15
Key FInancial Inc
UNCHANGED21921900%$20.2K$17.7K-$2.5K2026-11-02
Harbor Investment Advisory, LLC
NEW204—+204——$16.5K—2026-10-13
Advocate Investing Services LLC
UNCHANGED20320300%$18.8K$16.4K-$2.4K2026-10-26
Gamma Investing LLC
UNCHANGED12912900%$11.9K$10.4K-$1.5K2026-10-08
US Bancorp \de\
NEW104—+104——$8.4K—2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED484800%$4.4K$3.9K-$5562026-10-14
Golden State Wealth Management, LLC
UNCHANGED424200%$3.9K$3.4K-$4872026-11-02
Blue Trust, Inc.
NEW21—+21——$1.7K—2026-10-15
Washington Trust Advisors, Inc.
NEW6—+6——$459—2026-10-22
Prospera Financial Services Inc
CLOSED021,633-21,633-100%$2.0M$0-$2.0M2026-11-04
Columbus Macro, LLC
CLOSED021,138-21,138-100%$2.0M$0-$2.0M2026-10-14
Plan Group Financial, LLC
CLOSED06,500-6,500-100%$600.7K$0-$600.7K2026-10-22
Chicago Partners Investment Group LLC
CLOSED06,128-6,128-100%$492.1K$0-$492.1K2026-10-27
Fulcrum Equity Management
CLOSED04,706-4,706-100%$434.9K$0-$434.9K2026-10-21
Worth Asset Management, LLC
CLOSED04,699-4,699-100%$434.2K$0-$434.2K2026-10-07
Independent Financial Group, LLC
CLOSED02,618-2,618-100%$241.9K$0-$241.9K2026-10-13
Steel Grove Capital Advisors, LLC
CLOSED02,400-2,400-100%$221.8K$0-$221.8K2026-10-13
Thrivent Financial for Lutherans
CLOSED02,292-2,292-100%$212.0K$0-$212.0K2026-11-05
Sigma Planning Corp
CLOSED02,250-2,250-100%$207.9K$0-$207.9K2026-10-23
Biltmore Family Office, LLC
CLOSED0735-735-100%$67.9K$0-$67.9K2026-11-03
Private Trust Co NA
CLOSED0500-500-100%$46.2K$0-$46.2K2026-10-20
MCF Advisors LLC
CLOSED0468-468-100%$43.3K$0-$43.3K2026-10-28
Copeland Capital Management, LLC
CLOSED010-10-100%$924$0-$9242026-10-13
Morgan Stanley
N/A—287,301-287,301-100%$26.6M———
Bank of America Corp
N/A—280,245-280,245-100%$25.9M———
LPL Financial LLC
N/A—137,157-137,157-100%$12.7M———
Northwestern Mutual Wealth Management Co
N/A—131,429-131,429-100%$12.1M———
Cetera Investment Advisers
N/A—125,322-125,322-100%$11.6M———
Goldman Sachs Group Inc
N/A—120,380-120,380-100%$11.1M———
Texas Yale Capital Corp.
N/A—97,110-97,110-100%$9.0M———
Wells Fargo & Company
N/A—90,446-90,446-100%$8.4M———
K.J. Harrison & Partners Inc
N/A—60,000-60,000-100%$5.5M———
UBS Group AG
N/A—53,566-53,566-100%$5.0M———
Ameriprise Financial Inc
N/A—47,435-47,435-100%$4.4M———
Syon Capital LLC
N/A—45,165-45,165-100%$4.2M———
Raymond James Financial Inc
N/A—40,328-40,328-100%$3.7M———
Two Sigma Investments, LP
N/A—27,900-27,900-100%$2.6M———
Harbour Investment Management LLC
N/A—27,020-27,020-100%$2.5M———
Spinnaker Trust
N/A—25,300-25,300-100%$2.3M———
Envestnet Asset Management Inc
N/A—24,684-24,684-100%$2.3M———
Jaffetilchin Investment Partners, LLC
N/A—24,357-24,357-100%$2.3M———
Royal Bank of Canada
N/A—22,823-22,823-100%$2.1M———
Pacific SUN Financial Corp
N/A—21,911-21,911-100%$2.0M———
Mariner, LLC
N/A—21,565-21,565-100%$2.0M———
Baltimore-Washington Financial Advisors, Inc.
N/A—20,569-20,569-100%$1.9M———
Icon Advisers Inc
N/A—18,000-18,000-100%$1.7M———
Stifel Financial Corp
N/A—17,986-17,986-100%$1.7M———
Harbour Investments, Inc.
N/A—17,323-17,323-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—17,207-17,207-100%$1.6M———
Summit Financial, LLC
N/A—13,200-13,200-100%$1.2M———
Cascade Financial Partners, LLC
N/A—12,558-12,558-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—12,270-12,270-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—11,440-11,440-100%$1.1M———
Private Advisor Group, LLC
N/A—10,627-10,627-100%$982.1K———
Osaic Holdings, Inc.
N/A—9,476-9,476-100%$875.9K———
Gladstone Institutional Advisory LLC
N/A—9,107-9,107-100%$841.6K———
Cresset Asset Management, LLC
N/A—7,746-7,746-100%$715.8K———
Susquehanna International Group, LLP
N/A—7,140-7,140-100%$659.8K———
FMR LLC
N/A—6,648-6,648-100%$614.4K———
Bluespring Wealth Management, LLC
N/A—6,221-6,221-100%$574.9K———
Wharton Business Group, LLC
N/A—5,230-5,230-100%$483.0K———
Steward Partners Investment Advisory, LLC
N/A—5,005-5,005-100%$462.5K———
Jones Financial Companies Lllp
N/A—4,452-4,452-100%$382.4K———
Captrust Financial Advisors
N/A—4,269-4,269-100%$394.5K———
MML Investors Services, LLC
N/A—4,026-4,026-100%$372.0K———
Bawa N Mallick Trust
N/A—4,000-4,000-100%$369.7K———
Arkadios Wealth Advisors
N/A—3,624-3,624-100%$334.9K———
PFG Investments, LLC
N/A—3,565-3,565-100%$329.5K———
Northstar Group, Inc.
N/A—3,270-3,270-100%$302.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,111-3,111-100%$287.5K———
Wealthspire Advisors, LLC
N/A—2,773-2,773-100%$256.2K———
HighPoint Advisor Group LLC
N/A—2,490-2,490-100%$230.1K———
Sandy Cove Advisors, LLC
N/A—2,400-2,400-100%$221.8K———
Private Advisory Group LLC
N/A—2,304-2,304-100%$212.9K———
MAI Capital Management
N/A—2,184-2,184-100%$201.8K———
Tower Research Capital LLC (TRC)
N/A—1,892-1,892-100%$174.8K———
Greykasell Wealth Strategies, Inc.
N/A—1,450-1,450-100%$134.0K———
IFG Advisory, LLC
N/A—980-980-100%$90.6K———
CVA Family Office, LLC
N/A—750-750-100%$69.3K———
Bank of Montreal
N/A—500-500-100%$46.2K———
Founders Financial Alliance, LLC
N/A—483-483-100%$44.6K———
Aptus Capital Advisors, LLC
N/A—450-450-100%$41.6K———
Institute for Wealth Management, Llc.
N/A—300-300-100%$27.7K———
Glassman Wealth Services
N/A—150-150-100%$13.9K———
Pursuit Wealth Strategies, LLC
N/A—117-117-100%$10.9K———
Blair William & Co
N/A—100-100-100%$9.2K———
Russell Investments Group, Ltd.
N/A—63-63-100%$5.8K———
Showing 133 of 133 institutions