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Invesco S&P Emerging Markets (EELV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
DECREASED
Shares1,127,896 from 1,139,739
Change-11,843 (-1%)
Value$31.5M (-$148.8K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares663,608 from 799,196
Change-135,588 (-17%)
Value$18.6M (-$3.7M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares518,089 from 505,159
Change+12,930 (+3%)
Value$14.5M (+$442.4K)
Filed 2026-11-05
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares358,409 from 356,683
Change+1,726 (+0%)
Value$10.0M (+$105.3K)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares259,101 from 244,561
Change+14,540 (+6%)
Value$7.2M (+$445.7K)
Filed 2026-11-04
First Heartland Consultants, Inc.
DECREASED
Shares240,735 from 263,347
Change-22,612 (-9%)
Value$6.7M (-$590.1K)
Filed 2026-10-08
Antonelli Financial Advisors, LLC
INCREASED
Shares168,997 from 138,871
Change+30,126 (+22%)
Value$4.7M (+$864.0K)
Filed 2026-10-13
Deutsche Bank Ag\
INCREASED
Shares139,233 from 114,604
Change+24,629 (+21%)
Value$3.9M (+$707.0K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares118,333 from 115,103
Change+3,230 (+3%)
Value$3.3M (+$109.0K)
Filed 2026-10-26
BKM Wealth Management, LLC
DECREASED
Shares115,211 from 116,580
Change-1,369 (-1%)
Value$3.2M (-$19.6K)
Filed 2026-10-22
Choice Wealth Advisors LLC
DECREASED
Shares88,798 from 89,674
Change-876 (-1%)
Value$2.5M (-$10.1K)
Filed 2026-10-16
Lake Street Private Wealth, LLC
INCREASED
Shares76,858 from 76,133
Change+725 (+1%)
Value$2.1M (+$32.5K)
Filed 2026-10-22
Lunt Capital Management, Inc.
NEW
Shares67,816
Change+67,816
Value$1.9M
Filed 2026-10-30
Ipsen Advisor Group LLC
INCREASED
Shares58,408 from 57,742
Change+666 (+1%)
Value$1.6M (+$27.8K)
Filed 2026-10-29
Israel Discount Bank of New York
INCREASED
Shares57,311 from 50,181
Change+7,130 (+14%)
Value$1.6M (+$207.4K)
Filed 2026-10-14
Manske Wealth Management
INCREASED
Shares56,045 from 40,664
Change+15,381 (+38%)
Value$1.6M (+$436.6K)
Filed 2026-10-26
Certuity, LLC
DECREASED
Shares55,687 from 56,286
Change-599 (-1%)
Value$1.6M (-$7.7K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares50,013 from 49,373
Change+640 (+1%)
Value$1.4M (+$25.8K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares47,593 from 45,828
Change+1,765 (+4%)
Value$1.3M (+$57.0K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares42,216 from 46,452
Change-4,236 (-9%)
Value$1.2M (-$111.0K)
Filed 2026-11-02
Navigation Group, LLC
UNCHANGED
Shares38,075 from 38,075
Change0 (0%)
Value$1.1M (+$6.1K)
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares37,349 from 83,630
Change-46,281 (-55%)
Value$1.0M (-$1.3M)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares35,728 from 39,282
Change-3,554 (-9%)
Value$1.0M (-$84.2K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares32,210 from 20,005
Change+12,205 (+61%)
Value$900.6K (+$344.5K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares30,754 from 29,213
Change+1,541 (+5%)
Value$860.0K (+$48.0K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares29,199 from 28,109
Change+1,090 (+4%)
Value$816.4K (+$35.0K)
Filed 2026-11-03
Riverchase Wealth Management, LLC
UNCHANGED
Shares24,303 from 24,303
Change0 (0%)
Value$679.5K (+$3.9K)
Filed 2026-10-28
Colonial River Investments, LLC
INCREASED
Shares23,426 from 18,728
Change+4,698 (+25%)
Value$655.0K (+$134.4K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$559.2K (+$3.2K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares17,126 from 17,001
Change+125 (+1%)
Value$478.9K (+$6.2K)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares16,579 from 17,733
Change-1,154 (-7%)
Value$463.6K (-$29.4K)
Filed 2026-11-02
Convergence Financial, LLC
NEW
Shares15,414
Change+15,414
Value$431.0K
Filed 2026-10-27
Patten Group, Inc.
INCREASED
Shares15,169 from 11,322
Change+3,847 (+34%)
Value$424.1K (+$109.4K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,979 from 12,575
Change+1,404 (+11%)
Value$390.3K (+$34.5K)
Filed 2026-10-13
Omni 360 Wealth, Inc.
INCREASED
Shares13,005 from 12,092
Change+913 (+8%)
Value$363.6K (+$27.4K)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares11,946 from 12,144
Change-198 (-2%)
Value$334.0K (-$3.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares10,161 from 21,378
Change-11,217 (-52%)
Value$284.1K (-$310.2K)
Filed 2026-10-08
Relyea Zuckerberg Hanson LLC
INCREASED
Shares9,894 from 9,745
Change+149 (+2%)
Value$276.6K (+$5.7K)
Filed 2026-10-20
Lpwm LLC
DECREASED
Shares9,676 from 9,918
Change-242 (-2%)
Value$270.5K (-$5.2K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares9,395 from 9,526
Change-131 (-1%)
Value$262.7K (-$2.1K)
Filed 2026-10-26
Collier Financial
INCREASED
Shares9,369 from 9,273
Change+96 (+1%)
Value$261.9K (+$4.2K)
Filed 2026-11-06
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares9,047 from 9,047
Change0 (0%)
Value$253 (+$1)
Filed 2026-10-08
Shore Point Advisors, LLC
INCREASED
Shares7,618 from 7,448
Change+170 (+2%)
Value$213.0K (+$5.9K)
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares7,550 from 7,484
Change+66 (+1%)
Value$211.1K (+$3.0K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,853 from 7,025
Change-172 (-2%)
Value$191.6K (-$3.7K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares4,474 from 1,956
Change+2,518 (+129%)
Value$125.1K (+$70.7K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares4,164 from 4,070
Change+94 (+2%)
Value$116.4K (+$3.3K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares2,053
Change+2,053
Value$57.4K
Filed 2026-10-27
IFG Advisory, LLC
DECREASED
Shares1,633 from 1,653
Change-20 (-1%)
Value$45.7K (-$288)
Filed 2026-11-09
Assetmark, Inc
NEW
Shares1,277
Change+1,277
Value$35.7K
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares876
Change+876
Value$24.5K
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$22.6K (+$130)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares687
Change+687
Value$19.2K
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$15.6K (-$120)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$13.3K (+$76)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares386 from 383
Change+3 (+1%)
Value$10.8K (+$137)
Filed 2026-10-23
Allworth Financial LP
NEW
Shares369
Change+369
Value$10.3K
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares315 from 317
Change-2 (-1%)
Value$8.8K (-$6)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$7.0K (+$40)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$5.3K (+$30)
Filed 2026-10-20
Abound Wealth Management
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$4.3K (+$24)
Filed 2026-10-26
Archer Investment Corp
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$3.2K (+$18)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$140 (+$1)
Filed 2026-10-16
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 25,336
Change-25,336 (-100%)
Value$0 (-$704.3K)
Filed 2026-10-21
SteelPeak Wealth, LLC
CLOSED
Shares0 from 10,991
Change-10,991 (-100%)
Value$0 (-$305.6K)
Filed 2026-10-16
Clearstead Advisors, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-06
Wagner Wealth Management, LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 1,202,554
Change-1,202,554 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 992,423
Change-992,423 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 689,144
Change-689,144 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 632,567
Change-632,567 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 403,604
Change-403,604 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 386,314
Change-386,314 (-100%)
Value—
FMR LLC
N/A
Shares— from 311,619
Change-311,619 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 257,828
Change-257,828 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 248,717
Change-248,717 (-100%)
Value—
UBS Group AG
N/A
Shares— from 223,369
Change-223,369 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 166,531
Change-166,531 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 146,521
Change-146,521 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 141,418
Change-141,418 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 124,305
Change-124,305 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 122,328
Change-122,328 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 84,598
Change-84,598 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 74,944
Change-74,944 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 74,297
Change-74,297 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 54,988
Change-54,988 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 52,732
Change-52,732 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 46,044
Change-46,044 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,401
Change-32,401 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 32,081
Change-32,081 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,938
Change-28,938 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 28,629
Change-28,629 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 28,511
Change-28,511 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 27,113
Change-27,113 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 23,889
Change-23,889 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 23,341
Change-23,341 (-100%)
Value—
&partners
N/A
Shares— from 22,740
Change-22,740 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,742
Change-21,742 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 20,466
Change-20,466 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,310
Change-18,310 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 15,581
Change-15,581 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,356
Change-14,356 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,361
Change-12,361 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,115
Change-12,115 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,367
Change-11,367 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,186
Change-11,186 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,871
Change-9,871 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,126
Change-9,126 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,874
Change-8,874 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 964
Change-964 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 223
Change-223 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 90
Change-90 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
DECREASED1,127,8961,139,739-11,843-1%$31.7M$31.5M-$148.8K2026-11-06
LPL Financial LLC
DECREASED663,608799,196-135,588-17%$22.2M$18.6M-$3.7M2026-11-06
Bank of New York Mellon Corp
INCREASED518,089505,159+12,930+3%$14.0M$14.5M+$442.4K2026-11-05
Rainey & Randall Wealth Advisors Inc.
INCREASED358,409356,683+1,726+0%$9.9M$10.0M+$105.3K2026-10-26
Citigroup Inc
INCREASED259,101244,561+14,540+6%$6.8M$7.2M+$445.7K2026-11-04
First Heartland Consultants, Inc.
DECREASED240,735263,347-22,612-9%$7.3M$6.7M-$590.1K2026-10-08
Antonelli Financial Advisors, LLC
INCREASED168,997138,871+30,126+22%$3.9M$4.7M+$864.0K2026-10-13
Deutsche Bank Ag\
INCREASED139,233114,604+24,629+21%$3.2M$3.9M+$707.0K2026-11-06
Park Avenue Securities LLC
INCREASED118,333115,103+3,230+3%$3.2M$3.3M+$109.0K2026-10-26
BKM Wealth Management, LLC
DECREASED115,211116,580-1,369-1%$3.2M$3.2M-$19.6K2026-10-22
Choice Wealth Advisors LLC
DECREASED88,79889,674-876-1%$2.5M$2.5M-$10.1K2026-10-16
Lake Street Private Wealth, LLC
INCREASED76,85876,133+725+1%$2.1M$2.1M+$32.5K2026-10-22
Lunt Capital Management, Inc.
NEW67,816—+67,816——$1.9M—2026-10-30
Ipsen Advisor Group LLC
INCREASED58,40857,742+666+1%$1.6M$1.6M+$27.8K2026-10-29
Israel Discount Bank of New York
INCREASED57,31150,181+7,130+14%$1.4M$1.6M+$207.4K2026-10-14
Manske Wealth Management
INCREASED56,04540,664+15,381+38%$1.1M$1.6M+$436.6K2026-10-26
Certuity, LLC
DECREASED55,68756,286-599-1%$1.6M$1.6M-$7.7K2026-11-02
Truist Financial Corp
INCREASED50,01349,373+640+1%$1.4M$1.4M+$25.8K2026-10-30
Thrivent Financial for Lutherans
INCREASED47,59345,828+1,765+4%$1.3M$1.3M+$57.0K2026-11-05
Commonwealth Equity Services, LLC
DECREASED42,21646,452-4,236-9%$1.3M$1.2M-$111.0K2026-11-02
Navigation Group, LLC
UNCHANGED38,07538,07500%$1.1M$1.1M+$6.1K2026-10-28
Fermata Advisors, LLC
DECREASED37,34983,630-46,281-55%$2.3M$1.0M-$1.3M2026-10-13
Revisor Wealth Management LLC
DECREASED35,72839,282-3,554-9%$1.1M$1.0M-$84.2K2026-10-20
Creative Financial Designs Inc
INCREASED32,21020,005+12,205+61%$556.1K$900.6K+$344.5K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED30,75429,213+1,541+5%$812.0K$860.0K+$48.0K2026-11-02
RFG Advisory, LLC
INCREASED29,19928,109+1,090+4%$781.4K$816.4K+$35.0K2026-11-03
Riverchase Wealth Management, LLC
UNCHANGED24,30324,30300%$675.6K$679.5K+$3.9K2026-10-28
Colonial River Investments, LLC
INCREASED23,42618,728+4,698+25%$520.6K$655.0K+$134.4K2026-10-19
High Net Worth Advisory Group LLC
UNCHANGED20,00020,00000%$556.0K$559.2K+$3.2K2026-10-26
Parallel Advisors, LLC
INCREASED17,12617,001+125+1%$472.6K$478.9K+$6.2K2026-11-03
Kestra Advisory Services, LLC
DECREASED16,57917,733-1,154-7%$493.0K$463.6K-$29.4K2026-11-02
Convergence Financial, LLC
NEW15,414—+15,414——$431.0K—2026-10-27
Patten Group, Inc.
INCREASED15,16911,322+3,847+34%$314.8K$424.1K+$109.4K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED13,97912,575+1,404+11%$355.8K$390.3K+$34.5K2026-10-13
Omni 360 Wealth, Inc.
INCREASED13,00512,092+913+8%$336.2K$363.6K+$27.4K2026-10-13
Merit Financial Group, LLC
DECREASED11,94612,144-198-2%$337.6K$334.0K-$3.6K2026-11-06
Farther Finance Advisors, LLC
DECREASED10,16121,378-11,217-52%$594.3K$284.1K-$310.2K2026-10-08
Relyea Zuckerberg Hanson LLC
INCREASED9,8949,745+149+2%$270.9K$276.6K+$5.7K2026-10-20
Lpwm LLC
DECREASED9,6769,918-242-2%$275.7K$270.5K-$5.2K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED9,3959,526-131-1%$264.8K$262.7K-$2.1K2026-10-26
Collier Financial
INCREASED9,3699,273+96+1%$257.8K$261.9K+$4.2K2026-11-06
Ayalon Insurance Comp Ltd.
UNCHANGED9,0479,04700%$252$253+$12026-10-08
Shore Point Advisors, LLC
INCREASED7,6187,448+170+2%$207.1K$213.0K+$5.9K2026-10-14
Investmark Advisory Group LLC
INCREASED7,5507,484+66+1%$208.1K$211.1K+$3.0K2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED6,8537,025-172-2%$195.3K$191.6K-$3.7K2026-11-03
Fifth Third Bancorp
INCREASED4,4741,956+2,518+129%$54.4K$125.1K+$70.7K2026-11-05
Private Trust Co NA
INCREASED4,1644,070+94+2%$113.1K$116.4K+$3.3K2026-10-20
Latitude Advisors, LLC
NEW2,053—+2,053——$57.4K—2026-10-27
IFG Advisory, LLC
DECREASED1,6331,653-20-1%$45.9K$45.7K-$2882026-11-09
Assetmark, Inc
NEW1,277—+1,277——$35.7K—2026-10-21
Rossby Financial, LCC
NEW876—+876——$24.5K—2026-11-05
US Bancorp \de\
UNCHANGED80880800%$22.5K$22.6K+$1302026-11-05
Root Financial Partners, LLC
NEW687—+687——$19.2K—2026-10-21
Allspring Global Investments Holdings, LLC
UNCHANGED56556500%$15.8K$15.6K-$1202026-11-04
Triumph Capital Management
UNCHANGED47747700%$13.3K$13.3K+$762026-10-14
Signaturefd, LLC
INCREASED386383+3+1%$10.6K$10.8K+$1372026-10-23
Allworth Financial LP
NEW369—+369——$10.3K—2026-11-06
CoreCap Advisors, LLC
DECREASED315317-2-1%$8.8K$8.8K-$62026-10-08
Key FInancial Inc
UNCHANGED25025000%$7.0K$7.0K+$402026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED18818800%$5.2K$5.3K+$302026-10-20
Abound Wealth Management
UNCHANGED15315300%$4.3K$4.3K+$242026-10-26
Archer Investment Corp
UNCHANGED11511500%$3.2K$3.2K+$182026-11-05
IFP Advisors, Inc
UNCHANGED5500%$139$140+$12026-10-16
Axxcess Wealth Management, LLC
CLOSED025,336-25,336-100%$704.3K$0-$704.3K2026-10-21
SteelPeak Wealth, LLC
CLOSED010,991-10,991-100%$305.6K$0-$305.6K2026-10-16
Clearstead Advisors, LLC
CLOSED071-71-100%$2.0K$0-$2.0K2026-11-06
Wagner Wealth Management, LLC
CLOSED059-59-100%$1.6K$0-$1.6K2026-10-21
Envestnet Asset Management Inc
N/A—1,202,554-1,202,554-100%$33.4M———
Morgan Stanley
N/A—992,423-992,423-100%$27.6M———
Bank of America Corp
N/A—689,144-689,144-100%$19.2M———
Purpose Unlimited Inc.
N/A—632,567-632,567-100%$17.7M———
Wells Fargo & Company
N/A—403,604-403,604-100%$11.2M———
Ameriprise Financial Inc
N/A—386,314-386,314-100%$10.7M———
FMR LLC
N/A—311,619-311,619-100%$8.7M———
Susquehanna International Group, LLP
N/A—257,828-257,828-100%$7.2M———
Rhumbline Advisers
N/A—248,717-248,717-100%$6.9M———
UBS Group AG
N/A—223,369-223,369-100%$6.2M———
Invesco Ltd.
N/A—166,531-166,531-100%$4.6M———
Brio Consultants, LLC
N/A—146,521-146,521-100%$4.1M———
Modern Wealth Management, LLC
N/A—141,418-141,418-100%$3.9M———
Cetera Investment Advisers
N/A—124,305-124,305-100%$3.5M———
Raymond James Financial Inc
N/A—122,328-122,328-100%$3.4M———
Old Mission Capital LLC
N/A—84,598-84,598-100%$2.4M———
Northwestern Mutual Wealth Management Co
N/A—74,944-74,944-100%$2.1M———
National Bank of Canada
N/A—74,297-74,297-100%$2.1M———
Equitable Holdings, Inc.
N/A—54,988-54,988-100%$1.5M———
Capital Analysts, LLC
N/A—52,732-52,732-100%$1.5M———
HRT Financial LP
N/A—46,044-46,044-100%$1.3M———
Goldman Sachs Group Inc
N/A—32,401-32,401-100%$900.7K———
Atlas Legacy Advisors, LLC
N/A—32,081-32,081-100%$891.9K———
Jane Street Group, LLC
N/A—28,938-28,938-100%$804.5K———
Jones Financial Companies Lllp
N/A—28,629-28,629-100%$800.8K———
LWM Advisory Services, LLC
N/A—28,511-28,511-100%$792.6K———
Medallion Wealth Advisors, LLC
N/A—27,113-27,113-100%$1.6M———
Nicolet Bankshares Inc
N/A—23,889-23,889-100%$672.5K———
Balanced Wealth Group LLC
N/A—23,341-23,341-100%$648.9K———
&partners
N/A—22,740-22,740-100%$630.7K———
Mariner, LLC
N/A—21,742-21,742-100%$604.4K———
Rockefeller Capital Management L.P.
N/A—20,466-20,466-100%$569.0K———
AQR Capital Management LLC
N/A—18,310-18,310-100%$509.0K———
IEQ Capital, LLC
N/A—15,581-15,581-100%$433.2K———
Focus Partners Advisor Solutions, LLC
N/A—14,356-14,356-100%$399.1K———
Steward Partners Investment Advisory, LLC
N/A—12,361-12,361-100%$343.6K———
Principal Securities, Inc.
N/A—12,115-12,115-100%$336.8K———
JPMorgan Chase & Co
N/A—11,367-11,367-100%$318.3K———
HighTower Advisors, LLC
N/A—11,186-11,186-100%$311.0K———
Osaic Holdings, Inc.
N/A—9,871-9,871-100%$274.5K———
Royal Bank of Canada
N/A—9,126-9,126-100%$254.0K———
Synergy Investment Management, LLC
N/A—9,005-9,005-100%$250.3K———
Janney Montgomery Scott LLC
N/A—8,874-8,874-100%$247.0K———
Insigneo Advisory Services, LLC
N/A—7,326-7,326-100%$203.7K———
Qube Research & Technologies Ltd
N/A—7,164-7,164-100%$199.2K———
Global Retirement Partners, LLC
N/A—4,551-4,551-100%$126.5K———
LOM Asset Management Ltd
N/A—1,700-1,700-100%$47.3K———
Bruce G. Allen Investments, LLC
N/A—1,639-1,639-100%$45.6K———
Delta Asset Management LLC
N/A—1,209-1,209-100%$33.6K———
Arax Advisory Partners
N/A—964-964-100%$26.8K———
Harbour Investments, Inc.
N/A—930-930-100%$25.9K———
Smartleaf Asset Management LLC
N/A—823-823-100%$23.0K———
NewEdge Advisors, LLC
N/A—500-500-100%$13.9K———
Tidemark, LLC
N/A—271-271-100%$7.5K———
Timbuktu Capital Management, LLC
N/A—244-244-100%$6.8K———
Vanguard Advisers Inc
N/A—223-223-100%$6.2K———
Aptus Capital Advisors, LLC
N/A—205-205-100%$5.7K———
AE Wealth Management LLC
N/A—117-117-100%$3.3K———
Bank of Montreal
N/A—90-90-100%$2.5K———
O'shaughnessy Asset Management, LLC
N/A—39-39-100%$1.1K———
Continuum Advisory, LLC
N/A—16-16-100%$445———
Showing 128 of 128 institutions