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Invesco California Amt-Free (PWZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,166,151 from 2,093,022
Change+73,129 (+3%)
Value$48.3M (-$3.0M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares693,317 from 682,964
Change+10,353 (+2%)
Value$15.5M (-$1.3M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares306,376 from 100,617
Change+205,759 (+205%)
Value$6.8M (+$4.4M)
Filed 2026-10-08
Plancorp, LLC
NEW
Shares193,964
Change+193,964
Value$4.5M
Filed 2026-11-03
Affinity Capital Advisors, LLC
INCREASED
Shares180,526 from 123,281
Change+57,245 (+46%)
Value$4.0M (+$990.1K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
INCREASED
Shares141,111 from 141,077
Change+34 (+0%)
Value$3.1M (-$309.6K)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares132,208 from 133,243
Change-1,035 (-1%)
Value$2.9M (-$316.2K)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
NEW
Shares132,064
Change+132,064
Value$2.9M
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares106,985 from 48,510
Change+58,475 (+121%)
Value$2.4M (+$1.2M)
Filed 2026-10-14
Lodestar Private Asset Management LLC
INCREASED
Shares97,238 from 89,454
Change+7,784 (+9%)
Value$2.2M (-$23.1K)
Filed 2026-10-26
Allworth Financial LP
NEW
Shares92,408
Change+92,408
Value$2.3M
Filed 2026-11-06
SimpliFi, Inc.
INCREASED
Shares86,559 from 85,725
Change+834 (+1%)
Value$1.9M (-$170.0K)
Filed 2026-10-28
Navigation Group, LLC
UNCHANGED
Shares77,030 from 77,030
Change0 (0%)
Value$1.7M (-$169.5K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED
Shares76,970 from 238,198
Change-161,228 (-68%)
Value$1.7M (-$4.1M)
Filed 2026-10-16
SteelPeak Wealth, LLC
DECREASED
Shares69,240 from 74,450
Change-5,210 (-7%)
Value$1.5M (-$280.0K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares62,162 from 63,111
Change-949 (-1%)
Value$1.4M (-$160.0K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
INCREASED
Shares61,024 from 25,503
Change+35,521 (+139%)
Value$1.4M (+$736.4K)
Filed 2026-11-03
McNaughton Wealth Management, LLC
DECREASED
Shares49,371 from 63,304
Change-13,933 (-22%)
Value$1.1M (-$450.1K)
Filed 2026-10-09
Creative Planning
INCREASED
Shares42,491 from 20,638
Change+21,853 (+106%)
Value$948.0K (+$442.1K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares39,230 from 38,693
Change+537 (+1%)
Value$905.8K (-$42.5K)
Filed 2026-11-04
Focus Wealth Advisors, LLC
DECREASED
Shares39,199 from 43,481
Change-4,282 (-10%)
Value$874.5K (-$191.2K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares38,934 from 40,960
Change-2,026 (-5%)
Value$869.0K (-$135.0K)
Filed 2026-11-02
Lido Advisors, LLC
NEW
Shares36,882
Change+36,882
Value$822.8K
Filed 2026-11-04
Mattern Capital Management, LLC
DECREASED
Shares31,189 from 31,256
Change-67 (0%)
Value$695.8K (-$70.3K)
Filed 2026-11-02
Omega Financial Group, LLC
DECREASED
Shares23,869 from 26,548
Change-2,679 (-10%)
Value$532.5K (-$118.2K)
Filed 2026-10-29
NWF Advisory Services Inc.
UNCHANGED
Shares23,151 from 23,151
Change0 (0%)
Value$516.5K (-$50.9K)
Filed 2026-10-19
Impact Investors, Inc
DECREASED
Shares22,341 from 33,293
Change-10,952 (-33%)
Value$498.4K (-$317.6K)
Filed 2026-11-02
Fisher Asset Management, LLC
DECREASED
Shares22,000 from 22,461
Change-461 (-2%)
Value$490.8K (-$59.7K)
Filed 2026-11-06
Occidental Asset Management, LLC
NEW
Shares20,000
Change+20,000
Value$446.2K
Filed 2026-11-05
Warren Street Wealth Advisors, LLC
DECREASED
Shares19,168 from 19,369
Change-201 (-1%)
Value$427.6K (-$47.1K)
Filed 2026-11-04
Nautilus Advisors LLC
DECREASED
Shares18,240 from 19,240
Change-1,000 (-5%)
Value$406.9K (-$63.2K)
Filed 2026-10-07
FF Advisors,LLC
INCREASED
Shares16,298 from 9,824
Change+6,474 (+66%)
Value$363.6K (+$122.8K)
Filed 2026-10-21
Apella Capital, LLC
UNCHANGED
Shares14,879 from 14,879
Change0 (0%)
Value$329.1K (-$35.6K)
Filed 2026-10-08
Independent Financial Group, LLC
NEW
Shares12,727
Change+12,727
Value$283.9K
Filed 2026-10-13
Climber Capital SA
UNCHANGED
Shares12,620 from 12,620
Change0 (0%)
Value$267.0K (-$41.8K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares12,300 from 13,550
Change-1,250 (-9%)
Value$274 (-$331.7K)
Filed 2026-10-22
TME Financial, Inc.
DECREASED
Shares11,752 from 12,308
Change-556 (-5%)
Value$262.2K (-$39.5K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
INCREASED
Shares11,698 from 11,440
Change+258 (+2%)
Value$261.0K (-$19.4K)
Filed 2026-11-06
Laurel Wealth Planning LLC
UNCHANGED
Shares11,246 from 11,246
Change0 (0%)
Value$250.9K (-$24.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
UNCHANGED
Shares10,400 from 10,400
Change0 (0%)
Value$232.0K (-$22.9K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
NEW
Shares10,241
Change+10,241
Value$228.5K
Filed 2026-10-13
Aspiriant, LLC
NEW
Shares10,121
Change+10,121
Value$225.8K
Filed 2026-10-16
Mosley Wealth Management
NEW
Shares7,528
Change+7,528
Value$170.9K
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$133.9K (-$13.2K)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
INCREASED
Shares5,336 from 5,140
Change+196 (+4%)
Value$119.0K (-$6.9K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares5,105
Change+5,105
Value$113.9K
Filed 2026-10-21
US Bancorp \de\
NEW
Shares3,508
Change+3,508
Value$78.3K
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares3,162 from 3,131
Change+31 (+1%)
Value$70.5K (-$6.2K)
Filed 2026-10-07
Larson Financial Group LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$59.1K (-$5.8K)
Filed 2026-11-05
Peterson Wealth Management
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$34.5K (-$3.4K)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares1,392
Change+1,392
Value$31.1K
Filed 2026-10-15
Golden State Wealth Management, LLC
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$12.1K (-$1.2K)
Filed 2026-11-02
Versant Capital Management, Inc
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$8.3K (-$814)
Filed 2026-10-02
Compound Planning, Inc.
CLOSED
Shares0 from 45,611
Change-45,611 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Williams & Novak Wealth Management, LLC
CLOSED
Shares0 from 29,900
Change-29,900 (-100%)
Value$0 (-$732.8K)
Filed 2026-10-09
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 24,957
Change-24,957 (-100%)
Value$0 (-$611.7K)
Filed 2026-10-21
Sweeney & Michel, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$483.4K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 14,746
Change-14,746 (-100%)
Value$0 (-$361.4K)
Filed 2026-10-23
Assetmark, Inc
CLOSED
Shares0 from 14,039
Change-14,039 (-100%)
Value$0 (-$344.1K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 13,187
Change-13,187 (-100%)
Value$0 (-$323.2K)
Filed 2026-10-15
Foronjy Financial LLC
CLOSED
Shares0 from 10,243
Change-10,243 (-100%)
Value$0 (-$251.1K)
Filed 2026-10-14
Hill Island Financial LLC
CLOSED
Shares0 from 10,239
Change-10,239 (-100%)
Value$0 (-$251.0K)
Filed 2026-10-20
Rossby Financial, LCC
CLOSED
Shares0 from 9,893
Change-9,893 (-100%)
Value$0 (-$242.5K)
Filed 2026-11-05
Parkshore Wealth Management, Inc.
CLOSED
Shares0 from 8,896
Change-8,896 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-13
Private Client Services, LLC
CLOSED
Shares0 from 8,650
Change-8,650 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-02
Simplex Trading, LLC
CLOSED
Shares0 from 1,454
Change-1,454 (-100%)
Value$0 (-$35.6K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 1,284
Change-1,284 (-100%)
Value$0 (-$31.5K)
Filed 2026-11-04
Wealthfront Advisers LLC
N/A
Shares— from 17,483,077
Change-17,483,077 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,478,440
Change-3,478,440 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,244,215
Change-1,244,215 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,231,692
Change-1,231,692 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,215,616
Change-1,215,616 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,027,646
Change-1,027,646 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 788,637
Change-788,637 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 625,770
Change-625,770 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 379,879
Change-379,879 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 310,889
Change-310,889 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 297,671
Change-297,671 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 284,900
Change-284,900 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 183,517
Change-183,517 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 169,374
Change-169,374 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 145,793
Change-145,793 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 144,898
Change-144,898 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 123,367
Change-123,367 (-100%)
Value—
FMR LLC
N/A
Shares— from 110,870
Change-110,870 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 96,135
Change-96,135 (-100%)
Value—
UBS Group AG
N/A
Shares— from 83,031
Change-83,031 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 72,803
Change-72,803 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 71,630
Change-71,630 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 61,770
Change-61,770 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 60,941
Change-60,941 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 58,069
Change-58,069 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 50,028
Change-50,028 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,308
Change-47,308 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 46,329
Change-46,329 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 45,549
Change-45,549 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 40,278
Change-40,278 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 39,422
Change-39,422 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 38,626
Change-38,626 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 37,887
Change-37,887 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 37,685
Change-37,685 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,204
Change-35,204 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 34,942
Change-34,942 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 33,063
Change-33,063 (-100%)
Value—
Betterment LLC
N/A
Shares— from 29,875
Change-29,875 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 26,232
Change-26,232 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,981
Change-25,981 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,693
Change-25,693 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,285
Change-24,285 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,001
Change-23,001 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,232
Change-20,232 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 20,126
Change-20,126 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 18,882
Change-18,882 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,294
Change-18,294 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 18,085
Change-18,085 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 14,125
Change-14,125 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 13,051
Change-13,051 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 12,857
Change-12,857 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,611
Change-9,611 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 9,240
Change-9,240 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,239
Change-9,239 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,481
Change-8,481 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Main Management LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 528
Change-528 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 348
Change-348 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 284
Change-284 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 267
Change-267 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Gerber Kawasaki Wealth & Investment Management
INCREASED2,166,1512,093,022+73,129+3%$51.3M$48.3M-$3.0M2026-10-29
LPL Financial LLC
INCREASED693,317682,964+10,353+2%$16.7M$15.5M-$1.3M2026-11-06
Farther Finance Advisors, LLC
INCREASED306,376100,617+205,759+205%$2.5M$6.8M+$4.4M2026-10-08
Plancorp, LLC
NEW193,964—+193,964——$4.5M—2026-11-03
Affinity Capital Advisors, LLC
INCREASED180,526123,281+57,245+46%$3.0M$4.0M+$990.1K2026-10-13
Elmwood Wealth Management, Inc.
INCREASED141,111141,077+34+0%$3.5M$3.1M-$309.6K2026-10-14
Keybank National Association
DECREASED132,208133,243-1,035-1%$3.3M$2.9M-$316.2K2026-11-04
Hennion & Walsh Asset Management, Inc.
NEW132,064—+132,064——$2.9M—2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED106,98548,510+58,475+121%$1.2M$2.4M+$1.2M2026-10-14
Lodestar Private Asset Management LLC
INCREASED97,23889,454+7,784+9%$2.2M$2.2M-$23.1K2026-10-26
Allworth Financial LP
NEW92,408—+92,408——$2.3M—2026-11-06
SimpliFi, Inc.
INCREASED86,55985,725+834+1%$2.1M$1.9M-$170.0K2026-10-28
Navigation Group, LLC
UNCHANGED77,03077,03000%$1.9M$1.7M-$169.5K2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED76,970238,198-161,228-68%$5.8M$1.7M-$4.1M2026-10-16
SteelPeak Wealth, LLC
DECREASED69,24074,450-5,210-7%$1.8M$1.5M-$280.0K2026-10-16
Commonwealth Equity Services, LLC
DECREASED62,16263,111-949-1%$1.5M$1.4M-$160.0K2026-11-02
Avantax Planning Partners, Inc.
INCREASED61,02425,503+35,521+139%$625.1K$1.4M+$736.4K2026-11-03
McNaughton Wealth Management, LLC
DECREASED49,37163,304-13,933-22%$1.6M$1.1M-$450.1K2026-10-09
Creative Planning
INCREASED42,49120,638+21,853+106%$505.8K$948.0K+$442.1K2026-11-02
Prospera Financial Services Inc
INCREASED39,23038,693+537+1%$948.3K$905.8K-$42.5K2026-11-04
Focus Wealth Advisors, LLC
DECREASED39,19943,481-4,282-10%$1.1M$874.5K-$191.2K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED38,93440,960-2,026-5%$1.0M$869.0K-$135.0K2026-11-02
Lido Advisors, LLC
NEW36,882—+36,882——$822.8K—2026-11-04
Mattern Capital Management, LLC
DECREASED31,18931,256-670%$766.1K$695.8K-$70.3K2026-11-02
Omega Financial Group, LLC
DECREASED23,86926,548-2,679-10%$650.7K$532.5K-$118.2K2026-10-29
NWF Advisory Services Inc.
UNCHANGED23,15123,15100%$567.4K$516.5K-$50.9K2026-10-19
Impact Investors, Inc
DECREASED22,34133,293-10,952-33%$816.0K$498.4K-$317.6K2026-11-02
Fisher Asset Management, LLC
DECREASED22,00022,461-461-2%$550.5K$490.8K-$59.7K2026-11-06
Occidental Asset Management, LLC
NEW20,000—+20,000——$446.2K—2026-11-05
Warren Street Wealth Advisors, LLC
DECREASED19,16819,369-201-1%$474.7K$427.6K-$47.1K2026-11-04
Nautilus Advisors LLC
DECREASED18,24019,240-1,000-5%$470.1K$406.9K-$63.2K2026-10-07
FF Advisors,LLC
INCREASED16,2989,824+6,474+66%$240.8K$363.6K+$122.8K2026-10-21
Apella Capital, LLC
UNCHANGED14,87914,87900%$364.7K$329.1K-$35.6K2026-10-08
Independent Financial Group, LLC
NEW12,727—+12,727——$283.9K—2026-10-13
Climber Capital SA
UNCHANGED12,62012,62000%$308.7K$267.0K-$41.8K2026-10-20
Wedbush Securities Inc
DECREASED12,30013,550-1,250-9%$332.0K$274-$331.7K2026-10-22
TME Financial, Inc.
DECREASED11,75212,308-556-5%$301.7K$262.2K-$39.5K2026-10-14
Werba Rubin Papier Wealth Management
INCREASED11,69811,440+258+2%$280.4K$261.0K-$19.4K2026-11-06
Laurel Wealth Planning LLC
UNCHANGED11,24611,24600%$275.6K$250.9K-$24.7K2026-11-02
Concurrent Investment Advisors, LLC
UNCHANGED10,40010,40000%$254.9K$232.0K-$22.9K2026-10-16
SAX Wealth Advisors, LLC
NEW10,241—+10,241——$228.5K—2026-10-13
Aspiriant, LLC
NEW10,121—+10,121——$225.8K—2026-10-16
Mosley Wealth Management
NEW7,528—+7,528——$170.9K—2026-10-16
Creative Financial Designs Inc
UNCHANGED6,0006,00000%$147.1K$133.9K-$13.2K2026-11-04
Dynamic Wealth Strategies, LLC
INCREASED5,3365,140+196+4%$126.0K$119.0K-$6.9K2026-10-16
Root Financial Partners, LLC
NEW5,105—+5,105——$113.9K—2026-10-21
US Bancorp \de\
NEW3,508—+3,508——$78.3K—2026-11-05
Elevation Wealth Partners, LLC
INCREASED3,1623,131+31+1%$76.7K$70.5K-$6.2K2026-10-07
Larson Financial Group LLC
UNCHANGED2,6502,65000%$65.0K$59.1K-$5.8K2026-11-05
Peterson Wealth Management
UNCHANGED1,5481,54800%$37.9K$34.5K-$3.4K2026-11-06
Blue Trust, Inc.
NEW1,392—+1,392——$31.1K—2026-10-15
Golden State Wealth Management, LLC
UNCHANGED54354300%$13.3K$12.1K-$1.2K2026-11-02
Versant Capital Management, Inc
UNCHANGED37037000%$9.1K$8.3K-$8142026-10-02
Compound Planning, Inc.
CLOSED045,611-45,611-100%$1.1M$0-$1.1M2026-11-05
Williams & Novak Wealth Management, LLC
CLOSED029,900-29,900-100%$732.8K$0-$732.8K2026-10-09
Axxcess Wealth Management, LLC
CLOSED024,957-24,957-100%$611.7K$0-$611.7K2026-10-21
Sweeney & Michel, LLC
CLOSED020,000-20,000-100%$483.4K$0-$483.4K2026-10-16
Kingswood Wealth Advisors, LLC
CLOSED014,746-14,746-100%$361.4K$0-$361.4K2026-10-23
Assetmark, Inc
CLOSED014,039-14,039-100%$344.1K$0-$344.1K2026-10-21
WealthPlan Investment Management, LLC
CLOSED013,187-13,187-100%$323.2K$0-$323.2K2026-10-15
Foronjy Financial LLC
CLOSED010,243-10,243-100%$251.1K$0-$251.1K2026-10-14
Hill Island Financial LLC
CLOSED010,239-10,239-100%$251.0K$0-$251.0K2026-10-20
Rossby Financial, LCC
CLOSED09,893-9,893-100%$242.5K$0-$242.5K2026-11-05
Parkshore Wealth Management, Inc.
CLOSED08,896-8,896-100%$218.0K$0-$218.0K2026-10-13
Private Client Services, LLC
CLOSED08,650-8,650-100%$212.0K$0-$212.0K2026-10-02
Simplex Trading, LLC
CLOSED01,454-1,454-100%$35.6K$0-$35.6K2026-11-04
EverSource Wealth Advisors, LLC
CLOSED01,284-1,284-100%$31.5K$0-$31.5K2026-11-04
Wealthfront Advisers LLC
N/A—17,483,077-17,483,077-100%$428.5M———
Mercer Global Advisors Inc
N/A—3,478,440-3,478,440-100%$85.3M———
Composition Wealth, LLC
N/A—1,244,215-1,244,215-100%$30.5M———
Syon Capital LLC
N/A—1,231,692-1,231,692-100%$30.2M———
Bank of America Corp
N/A—1,215,616-1,215,616-100%$29.8M———
Guggenheim Capital LLC
N/A—1,027,646-1,027,646-100%$25.2M———
EP Wealth Advisors, LLC
N/A—788,637-788,637-100%$19.3M———
Morgan Stanley
N/A—625,770-625,770-100%$15.3M———
First Foundation Advisors
N/A—379,879-379,879-100%$9.3M———
Shared Vision Wealth Group LLC
N/A—310,889-310,889-100%$7.6M———
JPMorgan Chase & Co
N/A—297,671-297,671-100%$7.3M———
Pure Financial Advisors, LLC
N/A—284,900-284,900-100%$7.0M———
Wells Fargo & Company
N/A—183,517-183,517-100%$4.5M———
First American Trust, FSB
N/A—169,374-169,374-100%$4.2M———
HighTower Advisors, LLC
N/A—145,793-145,793-100%$3.6M———
Chatterton & Associates Inc.
N/A—144,898-144,898-100%$3.5M———
Jones Financial Companies Lllp
N/A—123,367-123,367-100%$3.0M———
FMR LLC
N/A—110,870-110,870-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—96,135-96,135-100%$2.4M———
UBS Group AG
N/A—83,031-83,031-100%$2.0M———
Jane Street Group, LLC
N/A—72,803-72,803-100%$1.8M———
Raymond James Financial Inc
N/A—71,630-71,630-100%$1.8M———
Tower Research Capital LLC (TRC)
N/A—61,770-61,770-100%$1.5M———
Ameriprise Financial Inc
N/A—60,941-60,941-100%$1.5M———
Citadel Advisors LLC
N/A—58,069-58,069-100%$1.4M———
Elequin Capital, LP
N/A—50,028-50,028-100%$1.2M———
Private Advisor Group, LLC
N/A—47,308-47,308-100%$1.2M———
Envestnet Asset Management Inc
N/A—46,329-46,329-100%$1.1M———
Cetera Investment Advisers
N/A—45,549-45,549-100%$1.1M———
Cerity Partners LLC
N/A—40,278-40,278-100%$987.2K———
Global Retirement Partners, LLC
N/A—39,422-39,422-100%$966.2K———
OneDigital Investment Advisors LLC
N/A—38,626-38,626-100%$946.7K———
Atlas Legacy Advisors, LLC
N/A—37,887-37,887-100%$928.6K———
Quantinno Capital Management LP
N/A—37,685-37,685-100%$923.7K———
Susquehanna International Group, LLP
N/A—35,204-35,204-100%$862.9K———
Destination Wealth Management
N/A—34,942-34,942-100%$856.4K———
C M Bidwell & Associates LTD
N/A—33,063-33,063-100%$810.4K———
Betterment LLC
N/A—29,875-29,875-100%$732.0K———
Dimension Capital Management LLC
N/A—26,232-26,232-100%$642.9K———
Equitable Holdings, Inc.
N/A—25,981-25,981-100%$636.8K———
Osaic Holdings, Inc.
N/A—25,693-25,693-100%$629.8K———
MML Investors Services, LLC
N/A—24,285-24,285-100%$595.2K———
Mariner, LLC
N/A—23,001-23,001-100%$563.8K———
Orion Porfolio Solutions, LLC
N/A—20,232-20,232-100%$495.9K———
Savvy Advisors, Inc.
N/A—20,126-20,126-100%$493.3K———
BCS Private Wealth Management, Inc.
N/A—20,000-20,000-100%$490.2K———
Seeds Investor LLC
N/A—18,882-18,882-100%$462.8K———
Royal Bank of Canada
N/A—18,294-18,294-100%$448.0K———
Stifel Financial Corp
N/A—18,085-18,085-100%$443.3K———
Waddell & Associates, LLC
N/A—14,125-14,125-100%$346.2K———
Fort Point Capital Partners LLC
N/A—13,051-13,051-100%$319.9K———
Twin Peaks Wealth Advisors, LLC
N/A—12,857-12,857-100%$315.1K———
Steward Partners Investment Advisory, LLC
N/A—11,650-11,650-100%$285.5K———
Cresset Asset Management, LLC
N/A—10,783-10,783-100%$264.3K———
Fiduciary Financial Advisors
N/A—9,611-9,611-100%$235.5K———
Monograph Wealth Advisors, LLC
N/A—9,240-9,240-100%$226.5K———
CIBC Bancorp USA Inc.
N/A—9,239-9,239-100%$226.4K———
NorthRock Partners, LLC
N/A—9,013-9,013-100%$220.9K———
Rockefeller Capital Management L.P.
N/A—8,481-8,481-100%$207.9K———
Greykasell Wealth Strategies, Inc.
N/A—8,420-8,420-100%$206.4K———
Main Management LLC
N/A—4,448-4,448-100%$109.0K———
Ameritas Investment Partners, Inc.
N/A—3,787-3,787-100%$92.8K———
Bartlett & Co. Wealth Management LLC
N/A—3,747-3,747-100%$91.8K———
Ameriflex Group, Inc.
N/A—2,144-2,144-100%$52.5K———
Aptus Capital Advisors, LLC
N/A—798-798-100%$19.6K———
Abound Financial, LLC
N/A—754-754-100%$18.5K———
Arax Advisory Partners
N/A—528-528-100%$12.9K———
Qube Research & Technologies Ltd
N/A—348-348-100%$8.5K———
Northwestern Mutual Wealth Management Co
N/A—284-284-100%$7.0K———
BNP Paribas Financial Markets
N/A—267-267-100%$6.5K———
AE Wealth Management LLC
N/A—206-206-100%$5.0K———
Caldwell Sutter Capital, Inc.
N/A—100-100-100%$2.5K———
O'shaughnessy Asset Management, LLC
N/A—28-28-100%$686———
Smartleaf Asset Management LLC
N/A—1-1-100%$25———
Showing 141 of 141 institutions