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Invesco S&P Midcap LOW Volat (XMLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares489,360 from 484,533
Change+4,827 (+1%)
Value$30.8M (-$1.3M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares457,088 from 461,219
Change-4,131 (-1%)
Value$28.8M (-$1.8M)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares271,077 from 276,555
Change-5,478 (-2%)
Value$17.1M (-$1.3M)
Filed 2026-10-22
Dorval Corp
INCREASED
Shares269,836 from 266,274
Change+3,562 (+1%)
Value$17.0M (-$670.4K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares195,766 from 200,860
Change-5,094 (-3%)
Value$12.3M (-$995.6K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares157,445 from 152,060
Change+5,385 (+4%)
Value$9.9M (-$171.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares153,165 from 160,364
Change-7,199 (-4%)
Value$9.6M (-$992.2K)
Filed 2026-11-02
PFS Partners, LLC
DECREASED
Shares133,855 from 134,082
Change-227 (0%)
Value$8.4M (-$464.8K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares116,975 from 411
Change+116,564 (+28361%)
Value$7.4K (+$7.3K)
Filed 2026-10-02
Lmcg Investments, LLC
INCREASED
Shares50,797 from 49,060
Change+1,737 (+4%)
Value$3.2M (-$55.5K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares40,788 from 40,280
Change+508 (+1%)
Value$2.6M (-$103.4K)
Filed 2026-10-20
Johnson & White Wealth Management, LLC
INCREASED
Shares33,704 from 33,066
Change+638 (+2%)
Value$2.1M (-$71.0K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares25,709 from 23,826
Change+1,883 (+8%)
Value$1.6M (+$38.5K)
Filed 2026-10-05
Investment Partners Asset Management, Inc.
INCREASED
Shares24,950 from 24,689
Change+261 (+1%)
Value$1.6M (-$66.5K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares20,679 from 20,663
Change+16 (+0%)
Value$1.3M (-$68.4K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares19,229 from 20,010
Change-781 (-4%)
Value$1.2M (-$116.5K)
Filed 2026-11-02
Schear Investment Advisers, LLC
NEW
Shares18,998
Change+18,998
Value$1.2M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares18,998 from 18,852
Change+146 (+1%)
Value$1.2M (-$54.2K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares13,764 from 13,813
Change-49 (0%)
Value$866.7K (-$49.5K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares13,564 from 76,024
Change-62,460 (-82%)
Value$854.2K (-$4.2M)
Filed 2026-11-02
1900 Wealth Management LLC
DECREASED
Shares13,220 from 14,280
Change-1,060 (-7%)
Value$832.5K (-$114.7K)
Filed 2026-10-13
Carlson Financial, Inc.
DECREASED
Shares12,803 from 13,102
Change-299 (-2%)
Value$806.2K (-$62.9K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
DECREASED
Shares12,509 from 12,957
Change-448 (-3%)
Value$787.7K (-$71.7K)
Filed 2026-10-28
Daiwa Securities Group Inc.
INCREASED
Shares12,000 from 11,500
Change+500 (+4%)
Value$755.6K (-$7.2K)
Filed 2026-10-29
Portland Financial Advisors Inc
UNCHANGED
Shares11,089 from 11,089
Change0 (0%)
Value$698.3K (-$37.3K)
Filed 2026-10-26
Well Done, LLC
DECREASED
Shares10,480 from 10,492
Change-12 (0%)
Value$659.9K (-$36.0K)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares10,170 from 10,625
Change-455 (-4%)
Value$640.4K (-$64.3K)
Filed 2026-11-04
Sculati Wealth Management, LLC
DECREASED
Shares10,097 from 10,201
Change-104 (-1%)
Value$644.3K (-$56.8K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares8,620 from 8,606
Change+14 (+0%)
Value$542.8K (-$28.0K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares7,932 from 8,226
Change-294 (-4%)
Value$499.5K (-$46.2K)
Filed 2026-10-29
Syntegra Private Wealth Group, LLC
DECREASED
Shares7,914 from 7,977
Change-63 (-1%)
Value$498.3K (-$30.8K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
UNCHANGED
Shares7,887 from 7,887
Change0 (0%)
Value$496.6K (-$26.5K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,731 from 7,654
Change+77 (+1%)
Value$490.5K (-$23.1K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares7,604 from 7,599
Change+5 (+0%)
Value$478.9K (-$25.2K)
Filed 2026-10-16
Destiny Capital Corp
DECREASED
Shares7,597 from 7,657
Change-60 (-1%)
Value$478.4K (-$29.5K)
Filed 2026-11-03
ERn Financial, LLC
UNCHANGED
Shares7,457 from 7,457
Change0 (0%)
Value$469.6K (-$25.1K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares7,440 from 6,529
Change+911 (+14%)
Value$468.5K (+$35.4K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares6,702 from 6,700
Change+2 (+0%)
Value$422.0K (-$22.4K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,546 from 6,576
Change-30 (0%)
Value$412.2K (-$24.0K)
Filed 2026-11-03
Jacobi Capital Management LLC
DECREASED
Shares6,545 from 6,597
Change-52 (-1%)
Value$412.1K (-$25.4K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares6,146 from 5,186
Change+960 (+19%)
Value$387.0K (+$43.0K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
INCREASED
Shares5,623 from 5,615
Change+8 (+0%)
Value$354.1K (-$18.4K)
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares5,601 from 5,601
Change0 (0%)
Value$352.7K (-$18.8K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares5,587 from 31
Change+5,556 (+17923%)
Value$351.8K (+$349.7K)
Filed 2026-10-15
Accel Wealth Management
DECREASED
Shares5,486 from 6,241
Change-755 (-12%)
Value$345.4K (-$68.6K)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares5,314 from 5,550
Change-236 (-4%)
Value$334.6K (-$33.5K)
Filed 2026-10-09
D.A. Davidson & Co.
DECREASED
Shares5,172 from 5,187
Change-15 (0%)
Value$325.7K (-$18.4K)
Filed 2026-10-28
Pacific Center for Financial Services
INCREASED
Shares4,479 from 4,459
Change+20 (+0%)
Value$282.1K (-$13.7K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$280.2K (-$15.0K)
Filed 2026-10-26
Legacy Trust
UNCHANGED
Shares4,414 from 4,414
Change0 (0%)
Value$291.5K (-$1.2K)
Filed 2026-11-06
Meridian Financial Advisors, LLC
UNCHANGED
Shares4,411 from 4,411
Change0 (0%)
Value$277.8K (-$14.8K)
Filed 2026-10-14
ATX Financial Planning, LLC
UNCHANGED
Shares4,382 from 4,382
Change0 (0%)
Value$275.9K (-$14.7K)
Filed 2026-10-14
TopTier Wealth Management, LLC
INCREASED
Shares4,376 from 4,342
Change+34 (+1%)
Value$275.5K (-$12.5K)
Filed 2026-10-16
Sensible Money, LLC
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$269.2K (-$14.4K)
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$269.2K (-$14.4K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$264.5K (-$14.1K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares4,028 from 4,668
Change-640 (-14%)
Value$253.6K (-$56.0K)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares4,006 from 4,066
Change-60 (-1%)
Value$252.3K (-$17.4K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
INCREASED
Shares2,944 from 2,937
Change+7 (+0%)
Value$185.4K (-$9.4K)
Filed 2026-10-16
SRH Advisors, LLC
DECREASED
Shares2,750 from 3,450
Change-700 (-20%)
Value$173.2K (-$55.7K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares2,571 from 2,567
Change+4 (+0%)
Value$161.9K (-$8.4K)
Filed 2026-10-08
Allworth Financial LP
NEW
Shares2,423
Change+2,423
Value$160.7K
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,021 from 2,006
Change+15 (+1%)
Value$127.0K (-$6.0K)
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares1,833 from 1,833
Change0 (0%)
Value$115.4K (-$6.2K)
Filed 2026-11-04
Russell Investments Group, Ltd.
NEW
Shares1,623
Change+1,623
Value$102.2K
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$87.2K (-$4.7K)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$59.2K (-$3.2K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares725 from 229
Change+496 (+217%)
Value$46.1K (+$30.9K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
NEW
Shares638
Change+638
Value$40.2K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED
Shares535 from 531
Change+4 (+1%)
Value$33.7K (-$1.5K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$33.0K (+$33.0K)
Filed 2026-10-27
Larson Financial Group LLC
DECREASED
Shares493 from 527
Change-34 (-6%)
Value$31.0K (-$3.9K)
Filed 2026-11-05
DT Investment Partners, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$30.2K (-$1.6K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares477 from 474
Change+3 (+1%)
Value$30.1K (-$1.4K)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares475 from 471
Change+4 (+1%)
Value$29.9K (-$1.4K)
Filed 2026-10-28
IFP Advisors, Inc
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$29.6K (-$1.6K)
Filed 2026-10-16
City State Bank
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$26.9K (-$1.4K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$21.5K (-$1.1K)
Filed 2026-11-04
Beacon Financial Strategies Corp
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$20.7K (-$1.1K)
Filed 2026-10-14
Roxbury Financial LLC
INCREASED
Shares307 from 306
Change+1 (+0%)
Value$19.3K (-$976)
Filed 2026-10-01
Trust Co of Vermont
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$15.7K (-$840)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$11.2K (-$598)
Filed 2026-11-04
Southern Michigan Bank & Trust
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$10.2K (-$544)
Filed 2026-10-19
Tsfg, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9 (-$10.0K)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$9.1K (-$487)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
INCREASED
Shares133 from 132
Change+1 (+1%)
Value$8.4K (-$405)
Filed 2026-10-23
Biltmore Family Office, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.3K (-$336)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares95 from 34
Change+61 (+179%)
Value$6.0K (+$3.7K)
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$4.8K (-$255)
Filed 2026-10-08
Livelsberger Financial Advisory
NEW
Shares59
Change+59
Value$3.7K
Filed 2026-10-28
ProVise Management Group, LLC
CLOSED
Shares0 from 66,246
Change-66,246 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-06
Avestar Capital, LLC
CLOSED
Shares0 from 16,589
Change-16,589 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 9,308
Change-9,308 (-100%)
Value$0 (-$617.4K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 6,244
Change-6,244 (-100%)
Value$0 (-$414.2K)
Filed 2026-10-21
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 6,107
Change-6,107 (-100%)
Value$0 (-$405.1K)
Filed 2026-11-06
Moneywise, Inc.
CLOSED
Shares0 from 5,906
Change-5,906 (-100%)
Value$0 (-$391.7K)
Filed 2026-10-30
Money Concepts Capital Corp
CLOSED
Shares0 from 5,541
Change-5,541 (-100%)
Value$0 (-$367.6K)
Filed 2026-11-06
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 5,192
Change-5,192 (-100%)
Value$0 (-$344.4K)
Filed 2026-10-20
Strategic Equity Management
CLOSED
Shares0 from 4,934
Change-4,934 (-100%)
Value$0 (-$327.3K)
Filed 2026-11-04
Southland Equity Partners LLC
CLOSED
Shares0 from 3,046
Change-3,046 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,598
Change-2,598 (-100%)
Value$0 (-$173.0K)
Filed 2026-11-02
Wagner Wealth Management, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-15
Provident Wealth Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$133)
Filed 2026-10-20
Morgan Stanley
N/A
Shares— from 636,369
Change-636,369 (-100%)
Value—
UBS Group AG
N/A
Shares— from 289,738
Change-289,738 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 225,617
Change-225,617 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 181,336
Change-181,336 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 173,963
Change-173,963 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 163,370
Change-163,370 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 112,985
Change-112,985 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 107,604
Change-107,604 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 103,178
Change-103,178 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 81,631
Change-81,631 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 79,334
Change-79,334 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 73,850
Change-73,850 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 62,449
Change-62,449 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 49,869
Change-49,869 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 42,753
Change-42,753 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 41,619
Change-41,619 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 36,053
Change-36,053 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 31,274
Change-31,274 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,780
Change-28,780 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 26,361
Change-26,361 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 19,645
Change-19,645 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,347
Change-19,347 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 19,113
Change-19,113 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,676
Change-15,676 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,239
Change-15,239 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,024
Change-15,024 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,991
Change-13,991 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,911
Change-11,911 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,116
Change-11,116 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 10,228
Change-10,228 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,005
Change-10,005 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,396
Change-9,396 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,165
Change-9,165 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,853
Change-8,853 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,446
Change-7,446 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,202
Change-7,202 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 7,087
Change-7,087 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,854
Change-6,854 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 6,608
Change-6,608 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
&partners
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 356
Change-356 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 303
Change-303 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 280
Change-280 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Blair William & Co
N/A
Shares— from 175
Change-175 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 167
Change-167 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 100
Change-100 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 90
Change-90 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 27
Change-27 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED489,360484,533+4,827+1%$32.1M$30.8M-$1.3M2026-11-02
LPL Financial LLC
DECREASED457,088461,219-4,131-1%$30.6M$28.8M-$1.8M2026-11-06
Brookstone Capital Management
DECREASED271,077276,555-5,478-2%$18.3M$17.1M-$1.3M2026-10-22
Dorval Corp
INCREASED269,836266,274+3,562+1%$17.7M$17.0M-$670.4K2026-10-29
PNC Financial Services Group, Inc.
DECREASED195,766200,860-5,094-3%$13.3M$12.3M-$995.6K2026-11-06
Merit Financial Group, LLC
INCREASED157,445152,060+5,385+4%$10.1M$9.9M-$171.8K2026-11-06
Commonwealth Equity Services, LLC
DECREASED153,165160,364-7,199-4%$10.6M$9.6M-$992.2K2026-11-02
PFS Partners, LLC
DECREASED133,855134,082-2270%$8.9M$8.4M-$464.8K2026-10-21
CX Institutional
INCREASED116,975411+116,564+28361%$27$7.4K+$7.3K2026-10-02
Lmcg Investments, LLC
INCREASED50,79749,060+1,737+4%$3.3M$3.2M-$55.5K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED40,78840,280+508+1%$2.7M$2.6M-$103.4K2026-10-20
Johnson & White Wealth Management, LLC
INCREASED33,70433,066+638+2%$2.2M$2.1M-$71.0K2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED25,70923,826+1,883+8%$1.6M$1.6M+$38.5K2026-10-05
Investment Partners Asset Management, Inc.
INCREASED24,95024,689+261+1%$1.6M$1.6M-$66.5K2026-10-09
JFS Wealth Advisors, LLC
INCREASED20,67920,663+16+0%$1.4M$1.3M-$68.4K2026-11-03
Golden State Wealth Management, LLC
DECREASED19,22920,010-781-4%$1.3M$1.2M-$116.5K2026-11-02
Schear Investment Advisers, LLC
NEW18,998—+18,998——$1.2M—2026-10-14
Tempo Wealth, LLC
INCREASED18,99818,852+146+1%$1.3M$1.2M-$54.2K2026-10-14
Visionary Wealth Advisors
DECREASED13,76413,813-490%$916.2K$866.7K-$49.5K2026-11-04
Kestra Advisory Services, LLC
DECREASED13,56476,024-62,460-82%$5.0M$854.2K-$4.2M2026-11-02
1900 Wealth Management LLC
DECREASED13,22014,280-1,060-7%$947.2K$832.5K-$114.7K2026-10-13
Carlson Financial, Inc.
DECREASED12,80313,102-299-2%$869.1K$806.2K-$62.9K2026-11-05
Clear Creek Financial Management, LLC
DECREASED12,50912,957-448-3%$859.4K$787.7K-$71.7K2026-10-28
Daiwa Securities Group Inc.
INCREASED12,00011,500+500+4%$762.8K$755.6K-$7.2K2026-10-29
Portland Financial Advisors Inc
UNCHANGED11,08911,08900%$735.5K$698.3K-$37.3K2026-10-26
Well Done, LLC
DECREASED10,48010,492-120%$695.9K$659.9K-$36.0K2026-10-20
Citigroup Inc
DECREASED10,17010,625-455-4%$704.8K$640.4K-$64.3K2026-11-04
Sculati Wealth Management, LLC
DECREASED10,09710,201-104-1%$701.0K$644.3K-$56.8K2026-10-19
Choreo, LLC
INCREASED8,6208,606+14+0%$570.8K$542.8K-$28.0K2026-10-28
Spectrum Wealth Advisory Group, LLC
DECREASED7,9328,226-294-4%$545.6K$499.5K-$46.2K2026-10-29
Syntegra Private Wealth Group, LLC
DECREASED7,9147,977-63-1%$529.1K$498.3K-$30.8K2026-10-13
Wealthcare Advisory Partners LLC
UNCHANGED7,8877,88700%$523.1K$496.6K-$26.5K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED7,7317,654+77+1%$513.6K$490.5K-$23.1K2026-10-13
Sheets Smith Wealth Management
INCREASED7,6047,599+5+0%$504.1K$478.9K-$25.2K2026-10-16
Destiny Capital Corp
DECREASED7,5977,657-60-1%$507.9K$478.4K-$29.5K2026-11-03
ERn Financial, LLC
UNCHANGED7,4577,45700%$494.6K$469.6K-$25.1K2026-10-28
Creative Planning
INCREASED7,4406,529+911+14%$433.1K$468.5K+$35.4K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED6,7026,700+2+0%$444.4K$422.0K-$22.4K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED6,5466,576-300%$436.2K$412.2K-$24.0K2026-11-03
Jacobi Capital Management LLC
DECREASED6,5456,597-52-1%$437.6K$412.1K-$25.4K2026-11-05
Park Avenue Securities LLC
INCREASED6,1465,186+960+19%$344.0K$387.0K+$43.0K2026-10-26
Summit Wealth Group LLC / Co
INCREASED5,6235,615+8+0%$372.4K$354.1K-$18.4K2026-10-29
Fifth Third Bancorp
UNCHANGED5,6015,60100%$371.5K$352.7K-$18.8K2026-11-05
Blue Trust, Inc.
INCREASED5,58731+5,556+17923%$2.1K$351.8K+$349.7K2026-10-15
Accel Wealth Management
DECREASED5,4866,241-755-12%$414.0K$345.4K-$68.6K2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED5,3145,550-236-4%$368.1K$334.6K-$33.5K2026-10-09
D.A. Davidson & Co.
DECREASED5,1725,187-150%$344.1K$325.7K-$18.4K2026-10-28
Pacific Center for Financial Services
INCREASED4,4794,459+20+0%$295.7K$282.1K-$13.7K2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED4,4504,45000%$295.2K$280.2K-$15.0K2026-10-26
Legacy Trust
UNCHANGED4,4144,41400%$292.8K$291.5K-$1.2K2026-11-06
Meridian Financial Advisors, LLC
UNCHANGED4,4114,41100%$292.6K$277.8K-$14.8K2026-10-14
ATX Financial Planning, LLC
UNCHANGED4,3824,38200%$290.7K$275.9K-$14.7K2026-10-14
TopTier Wealth Management, LLC
INCREASED4,3764,342+34+1%$288.0K$275.5K-$12.5K2026-10-16
Sensible Money, LLC
UNCHANGED4,2754,27500%$283.6K$269.2K-$14.4K2026-10-20
Asset Dedication, LLC
UNCHANGED4,2754,27500%$283.6K$269.2K-$14.4K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED4,2004,20000%$278.6K$264.5K-$14.1K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED4,0284,668-640-14%$309.6K$253.6K-$56.0K2026-11-06
Trilogy Capital Inc.
DECREASED4,0064,066-60-1%$269.7K$252.3K-$17.4K2026-10-20
Brown, Lisle Ings, Inc.
INCREASED2,9442,937+7+0%$194.8K$185.4K-$9.4K2026-10-16
SRH Advisors, LLC
DECREASED2,7503,450-700-20%$228.8K$173.2K-$55.7K2026-10-22
Farther Finance Advisors, LLC
INCREASED2,5712,567+4+0%$170.2K$161.9K-$8.4K2026-10-08
Allworth Financial LP
NEW2,423—+2,423——$160.7K—2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED2,0212,006+15+1%$133.0K$127.0K-$6.0K2026-11-04
Gen-Wealth Partners Inc
UNCHANGED1,8331,83300%$121.6K$115.4K-$6.2K2026-11-04
Russell Investments Group, Ltd.
NEW1,623—+1,623——$102.2K—2026-11-06
US Bancorp \de\
UNCHANGED1,3851,38500%$91.9K$87.2K-$4.7K2026-11-05
Evolution Wealth Management Inc.
UNCHANGED94094000%$62.4K$59.2K-$3.2K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED725229+496+217%$15.2K$46.1K+$30.9K2026-10-30
Laurel Wealth Advisors LLC
NEW638—+638——$40.2K—2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED535531+4+1%$35.2K$33.7K-$1.5K2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED52552500%$35$33.0K+$33.0K2026-10-27
Larson Financial Group LLC
DECREASED493527-34-6%$35.0K$31.0K-$3.9K2026-11-05
DT Investment Partners, LLC
UNCHANGED48048000%$31.8K$30.2K-$1.6K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED477474+3+1%$31.4K$30.1K-$1.4K2026-10-27
Marshall & Sterling Wealth Advisors Inc.
INCREASED475471+4+1%$31.3K$29.9K-$1.4K2026-10-28
IFP Advisors, Inc
UNCHANGED47047000%$31.2K$29.6K-$1.6K2026-10-16
City State Bank
UNCHANGED42742700%$28.3K$26.9K-$1.4K2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED33833800%$22.6K$21.5K-$1.1K2026-11-04
Beacon Financial Strategies Corp
UNCHANGED32932900%$21.8K$20.7K-$1.1K2026-10-14
Roxbury Financial LLC
INCREASED307306+1+0%$20.3K$19.3K-$9762026-10-01
Trust Co of Vermont
UNCHANGED25025000%$16.6K$15.7K-$8402026-10-21
Creative Financial Designs Inc
UNCHANGED17817800%$11.8K$11.2K-$5982026-11-04
Southern Michigan Bank & Trust
UNCHANGED16216200%$10.7K$10.2K-$5442026-10-19
Tsfg, LLC
UNCHANGED15015000%$10.0K$9-$10.0K2026-10-23
Spire Wealth Management
UNCHANGED14514500%$9.6K$9.1K-$4872026-10-30
Hilton Head Capital Partners, LLC
INCREASED133132+1+1%$8.8K$8.4K-$4052026-10-23
Biltmore Family Office, LLC
UNCHANGED10010000%$6.6K$6.3K-$3362026-11-03
Assetmark, Inc
INCREASED9534+61+179%$2.3K$6.0K+$3.7K2026-10-21
CoreCap Advisors, LLC
UNCHANGED767600%$5.0K$4.8K-$2552026-10-08
Livelsberger Financial Advisory
NEW59—+59——$3.7K—2026-10-28
ProVise Management Group, LLC
CLOSED066,246-66,246-100%$4.4M$0-$4.4M2026-11-06
Avestar Capital, LLC
CLOSED016,589-16,589-100%$1.1M$0-$1.1M2026-10-28
J.W. Cole Advisors, Inc.
CLOSED09,308-9,308-100%$617.4K$0-$617.4K2026-11-05
Axxcess Wealth Management, LLC
CLOSED06,244-6,244-100%$414.2K$0-$414.2K2026-10-21
Dana Investment Advisors, Inc.
CLOSED06,107-6,107-100%$405.1K$0-$405.1K2026-11-06
Moneywise, Inc.
CLOSED05,906-5,906-100%$391.7K$0-$391.7K2026-10-30
Money Concepts Capital Corp
CLOSED05,541-5,541-100%$367.6K$0-$367.6K2026-11-06
Commonwealth Financial Services, LLC
CLOSED05,192-5,192-100%$344.4K$0-$344.4K2026-10-20
Strategic Equity Management
CLOSED04,934-4,934-100%$327.3K$0-$327.3K2026-11-04
Southland Equity Partners LLC
CLOSED03,046-3,046-100%$202.0K$0-$202.0K2026-10-14
International Assets Investment Management, LLC
CLOSED02,598-2,598-100%$173.0K$0-$173.0K2026-11-02
Wagner Wealth Management, LLC
CLOSED025-25-100%$1.7K$0-$1.7K2026-10-21
LifeSteps Financial, Inc.
CLOSED022-22-100%$1.5K$0-$1.5K2026-10-15
Provident Wealth Management, LLC
CLOSED02-2-100%$133$0-$1332026-10-20
Morgan Stanley
N/A—636,369-636,369-100%$42.2M———
UBS Group AG
N/A—289,738-289,738-100%$19.2M———
Envestnet Asset Management Inc
N/A—225,617-225,617-100%$15.0M———
Raymond James Financial Inc
N/A—181,336-181,336-100%$12.0M———
Ameriprise Financial Inc
N/A—173,963-173,963-100%$11.5M———
Jones Financial Companies Lllp
N/A—163,370-163,370-100%$10.9M———
Cetera Investment Advisers
N/A—112,985-112,985-100%$7.5M———
Mercer Global Advisors Inc
N/A—107,604-107,604-100%$7.1M———
Bank of America Corp
N/A—103,178-103,178-100%$6.8M———
Wells Fargo & Company
N/A—81,631-81,631-100%$5.4M———
Northwestern Mutual Wealth Management Co
N/A—79,334-79,334-100%$5.3M———
Royal Bank of Canada
N/A—73,850-73,850-100%$4.9M———
Osaic Holdings, Inc.
N/A—62,449-62,449-100%$4.1M———
Harbour Investments, Inc.
N/A—49,869-49,869-100%$3.3M———
MML Investors Services, LLC
N/A—42,753-42,753-100%$2.8M———
HighTower Advisors, LLC
N/A—41,619-41,619-100%$2.8M———
Two Sigma Investments, LP
N/A—36,500-36,500-100%$2.4M———
Arax Advisory Partners
N/A—36,053-36,053-100%$2.4M———
Stifel Financial Corp
N/A—31,274-31,274-100%$2.1M———
Private Advisor Group, LLC
N/A—28,780-28,780-100%$1.9M———
Three Bearings Fiduciary Advisors, Inc.
N/A—26,361-26,361-100%$1.7M———
Pacific SUN Financial Corp
N/A—19,645-19,645-100%$1.3M———
Equitable Holdings, Inc.
N/A—19,347-19,347-100%$1.3M———
Calton & Associates, Inc.
N/A—19,113-19,113-100%$1.3M———
MorganRosel Wealth Management, LLC
N/A—16,460-16,460-100%$1.1M———
Arkadios Wealth Advisors
N/A—15,676-15,676-100%$1.0M———
Janney Montgomery Scott LLC
N/A—15,239-15,239-100%$1.0M———
Mariner, LLC
N/A—15,024-15,024-100%$996.5K———
United Capital Financial Advisors, LLC
N/A—13,991-13,991-100%$928.3K———
Snowden Capital Advisors LLC
N/A—11,911-11,911-100%$790.1K———
FMR LLC
N/A—11,116-11,116-100%$737.4K———
Orion Porfolio Solutions, LLC
N/A—10,980-10,980-100%$728.3K———
Mosaic Family Wealth Partners, LLC
N/A—10,908-10,908-100%$723.5K———
Waverly Advisors, LLC
N/A—10,399-10,399-100%$689.7K———
Prosperity Consulting Group, LLC
N/A—10,228-10,228-100%$678.4K———
Essex Financial Services, Inc.
N/A—10,005-10,005-100%$663.6K———
Baird Financial Group, Inc.
N/A—9,396-9,396-100%$623.2K———
Susquehanna International Group, LLP
N/A—9,165-9,165-100%$607.9K———
AQR Capital Management LLC
N/A—8,853-8,853-100%$587.2K———
Commerce Bank
N/A—8,789-8,789-100%$583.0K———
Citadel Advisors LLC
N/A—8,363-8,363-100%$554.7K———
Petix & Botte Co
N/A—7,730-7,730-100%$512.7K———
Goldman Sachs Group Inc
N/A—7,446-7,446-100%$493.9K———
Cerity Partners LLC
N/A—7,202-7,202-100%$477.7K———
Synergy Investment Management, LLC
N/A—7,087-7,087-100%$470.1K———
CreativeOne Wealth, LLC
N/A—6,854-6,854-100%$454.6K———
Avant Capital LLC
N/A—6,608-6,608-100%$438.3K———
Great Valley Advisor Group, Inc.
N/A—6,502-6,502-100%$431.6K———
HRT Financial LP
N/A—6,384-6,384-100%$423.0K———
Petra Financial Advisors Inc
N/A—6,252-6,252-100%$414.7K———
Atlas Legacy Advisors, LLC
N/A—6,244-6,244-100%$414.2K———
Harvest Investment Services, LLC
N/A—5,957-5,957-100%$395.1K———
Inspire Advisors, LLC
N/A—5,872-5,872-100%$389.5K———
&partners
N/A—5,406-5,406-100%$358.6K———
JPMorgan Chase & Co
N/A—4,958-4,958-100%$330.9K———
Rockefeller Capital Management L.P.
N/A—4,913-4,913-100%$325.9K———
MAI Capital Management
N/A—4,735-4,735-100%$314.0K———
OneDigital Investment Advisors LLC
N/A—4,586-4,586-100%$304.2K———
Summit Financial, LLC
N/A—3,999-3,999-100%$265.2K———
HighPoint Advisor Group LLC
N/A—3,850-3,850-100%$255.4K———
Kingsview Wealth Management, LLC
N/A—3,213-3,213-100%$213.1K———
EP Wealth Advisors, LLC
N/A—3,136-3,136-100%$208.0K———
Faithward Advisors, LLC
N/A—3,086-3,086-100%$204.7K———
Silver OAK Securities, Incorporated
N/A—2,237-2,237-100%$148.4K———
BlackRock, Inc.
N/A—2,227-2,227-100%$147.7K———
Global Retirement Partners, LLC
N/A—2,078-2,078-100%$137.9K———
Liberty One Investment Management, LLC
N/A—2,069-2,069-100%$137.3K———
Rothschild Investment LLC
N/A—2,000-2,000-100%$132.7K———
Nova Wealth Management, Inc.
N/A—1,889-1,889-100%$125.3K———
Steward Partners Investment Advisory, LLC
N/A—1,280-1,280-100%$84.9K———
Capital Analysts, LLC
N/A—1,036-1,036-100%$69.0K———
Front Row Advisors LLC
N/A—918-918-100%$62.3K———
O'shaughnessy Asset Management, LLC
N/A—860-860-100%$57.0K———
AE Wealth Management LLC
N/A—539-539-100%$35.7K———
Geneos Wealth Management Inc.
N/A—531-531-100%$35.2K———
Basepoint Wealth LLC
N/A—458-458-100%$30.4K———
Bank of Montreal
N/A—356-356-100%$23.6K———
Harborfront Financial Group LLC
N/A—321-321-100%$21.3K———
Vanguard Advisers Inc
N/A—303-303-100%$20.1K———
SHP Wealth Management
N/A—280-280-100%$18.6K———
NewEdge Advisors, LLC
N/A—231-231-100%$8.2K———
Blair William & Co
N/A—175-175-100%$11.6K———
Qube Research & Technologies Ltd
N/A—167-167-100%$11.1K———
IFG Advisory, LLC
N/A—116-116-100%$7.7K———
Aptus Capital Advisors, LLC
N/A—108-108-100%$7.2K———
Ogorek Anthony Joseph
N/A—100-100-100%$6———
Coppell Advisory Solutions LLC
N/A—100-100-100%$418.4K———
Mcguire Capital Advisors Inc
N/A—90-90-100%$6.0K———
Vanguard National Trust Co
N/A—27-27-100%$1.8K———
UBS Asset Management Americas LLC
N/A—6-6-100%$398———
Fiduciary Financial Advisors
N/A—1-1-100%$68———
Showing 195 of 195 institutions