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Invesco S&P 500 High Beta ET (SPHB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares258,240 from 261,857
Change-3,617 (-1%)
Value$38.9M (-$1.8M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares254,060 from 235,701
Change+18,359 (+8%)
Value$38.3M (+$1.6M)
Filed 2026-11-02
True Private Wealth Advisors
DECREASED
Shares118,276 from 122,944
Change-4,668 (-4%)
Value$17.8M (-$1.3M)
Filed 2026-10-19
Fortis Group Advisors, LLC
INCREASED
Shares77,330 from 77,235
Change+95 (+0%)
Value$10.6M (-$1.4M)
Filed 2026-11-06
Winter & Associates, Inc.
INCREASED
Shares53,341 from 49,302
Change+4,039 (+8%)
Value$7.5M (-$129.0K)
Filed 2026-10-23
BNB Wealth Management, LLC
DECREASED
Shares53,117 from 53,847
Change-730 (-1%)
Value$8.0M (-$371.7K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares38,014 from 38,047
Change-33 (0%)
Value$5.7M (-$189.9K)
Filed 2026-11-04
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares32,732 from 32,356
Change+376 (+1%)
Value$4.9M (-$100.6K)
Filed 2026-10-16
PFG Advisors
INCREASED
Shares31,200 from 29,242
Change+1,958 (+7%)
Value$4.7M (+$153.0K)
Filed 2026-10-16
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares26,951 from 26,951
Change0 (0%)
Value$4.1K (-$131)
Filed 2026-10-08
NTV Asset Management LLC
DECREASED
Shares25,526 from 26,301
Change-775 (-3%)
Value$3.8M (-$244.6K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares22,387 from 21,525
Change+862 (+4%)
Value$3.4M (+$25.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares17,022 from 16,978
Change+44 (+0%)
Value$2.6M (-$75.8K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares14,653 from 15,430
Change-777 (-5%)
Value$2.2M (-$192.2K)
Filed 2026-11-02
E&G Advisors, LLC
INCREASED
Shares14,565 from 14,465
Change+100 (+1%)
Value$2.2M (-$55.2K)
Filed 2026-10-13
Visionary Horizons, LLC
INCREASED
Shares14,134 from 13,828
Change+306 (+2%)
Value$2.1M (-$21.1K)
Filed 2026-10-22
Midwest Financial Network, LLC
INCREASED
Shares12,312 from 5,049
Change+7,263 (+144%)
Value$1.9M (+$1.1M)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares10,109 from 10,088
Change+21 (+0%)
Value$1.5M (-$45.9K)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares7,602 from 7,696
Change-94 (-1%)
Value$1.1M (-$51.6K)
Filed 2026-10-14
Seros Financial, LLC
DECREASED
Shares5,991 from 6,007
Change-16 (0%)
Value$903.0K (-$31.6K)
Filed 2026-10-21
Legacy Financial Strategies, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$829.0K (-$26.7K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
UNCHANGED
Shares5,172 from 5,172
Change0 (0%)
Value$779.6K (-$25.1K)
Filed 2026-10-29
Belvedere Trading LLC
INCREASED
Shares4,954 from 4,763
Change+191 (+4%)
Value$746.7K (+$5.6K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares4,765 from 4,869
Change-104 (-2%)
Value$718.2K (-$39.3K)
Filed 2026-11-05
Weaver Consulting Group
UNCHANGED
Shares4,129 from 4,129
Change0 (0%)
Value$622.4K (-$20.1K)
Filed 2026-10-07
Townsend Asset Management Corp
UNCHANGED
Shares4,034 from 4,034
Change0 (0%)
Value$608.1K (-$19.6K)
Filed 2026-10-29
Financial Partners Group, Inc
DECREASED
Shares3,678 from 3,868
Change-190 (-5%)
Value$554.4K (-$47.4K)
Filed 2026-10-19
New England Professional Planning Group Inc.
INCREASED
Shares3,619 from 3,615
Change+4 (+0%)
Value$545.4K (-$17.1K)
Filed 2026-10-29
Quadcap Wealth Management, LLC
DECREASED
Shares3,422 from 3,438
Change-16 (0%)
Value$515.8K (-$19.1K)
Filed 2026-11-02
Reicon Wealth Advisors, LLC
INCREASED
Shares3,356 from 3,315
Change+41 (+1%)
Value$505.9K (-$9.9K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
DECREASED
Shares2,997 from 4,829
Change-1,832 (-38%)
Value$451.8K (-$299.6K)
Filed 2026-10-21
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$391.1K (-$12.6K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares2,514 from 2,304
Change+210 (+9%)
Value$379.0K (+$20.5K)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
DECREASED
Shares2,502 from 2,541
Change-39 (-2%)
Value$377.1K (-$18.2K)
Filed 2026-10-27
City Center Advisors, LLC
NEW
Shares2,486
Change+2,486
Value$374.7K
Filed 2026-10-08
XML Financial, LLC
DECREASED
Shares2,437 from 2,454
Change-17 (-1%)
Value$367.3K (-$14.5K)
Filed 2026-10-29
Commonwealth Financial Services, LLC
DECREASED
Shares2,073 from 15,774
Change-13,701 (-87%)
Value$312.5K (-$2.1M)
Filed 2026-10-20
Synergy Asset Management, LLC
NEW
Shares2,072
Change+2,072
Value$312.3K
Filed 2026-11-05
Independent Financial Group, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$301.5K (-$9.7K)
Filed 2026-10-13
Grandview Asset Management LLC
DECREASED
Shares1,843 from 2,414
Change-571 (-24%)
Value$277.8K (-$97.8K)
Filed 2026-10-19
Focus Financial Network, Inc.
UNCHANGED
Shares1,699 from 1,699
Change0 (0%)
Value$256.2K (-$8.2K)
Filed 2026-10-14
Valued Retirements, Inc.
INCREASED
Shares1,667 from 1,400
Change+267 (+19%)
Value$251.3K (+$33.4K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,655 from 1,649
Change+6 (+0%)
Value$251.6K (+$5.3K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
INCREASED
Shares1,521 from 1,520
Change+1 (+0%)
Value$229 (-$235.8K)
Filed 2026-10-20
Indivisible Partners
DECREASED
Shares1,512 from 1,526
Change-14 (-1%)
Value$227.9K (-$9.5K)
Filed 2026-10-26
Sigma Planning Corp
NEW
Shares1,503
Change+1,503
Value$226.5K
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares1,420 from 1,425
Change-5 (0%)
Value$214.1K (-$7.6K)
Filed 2026-10-27
Capital Investment Advisors, LLC
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$204.4K (-$6.6K)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares1,338 from 1,849
Change-511 (-28%)
Value$201.7K (-$86.0K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$176.3K ($0)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$152.1K (-$4.9K)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$126.6K (-$4.1K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$121.6K (+$414)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares773 from 812
Change-39 (-5%)
Value$116.4K (-$9.9K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$60.7K (-$2.0K)
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$54.9K (-$1.8K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares322 from 10
Change+312 (+3120%)
Value$48.5K (+$47.0K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$48.2K (-$1.5K)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.1K (-$972)
Filed 2026-10-30
Key FInancial Inc
NEW
Shares121
Change+121
Value$18.2K
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares110
Change+110
Value$16.6K
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares109 from 100
Change+9 (+9%)
Value$16.5K (+$883)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.0K (-$195)
Filed 2026-10-28
Farther Finance Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.6K (-$83)
Filed 2026-10-08
Assetmark, Inc
NEW
Shares15
Change+15
Value$2.3K
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares0
Change0
Value$15
Filed 2026-11-03
Q3 Asset Management
CLOSED
Shares0 from 24,352
Change-24,352 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-06
Ramiah Investment Group
CLOSED
Shares0 from 13,747
Change-13,747 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-20
Sowell Financial Services LLC
CLOSED
Shares0 from 9,005
Change-9,005 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-23
Optivise Advisory Services LLC
CLOSED
Shares0 from 4,763
Change-4,763 (-100%)
Value$0 (-$741.1K)
Filed 2026-10-19
RCS Financial Planning, LLC
CLOSED
Shares0 from 3,914
Change-3,914 (-100%)
Value$0 (-$609.0K)
Filed 2026-10-14
Fingerlakes Wealth Management, Inc.
CLOSED
Shares0 from 3,091
Change-3,091 (-100%)
Value$0 (-$480.9K)
Filed 2026-11-04
Savant Capital, LLC
CLOSED
Shares0 from 2,398
Change-2,398 (-100%)
Value$0 (-$357.3K)
Filed 2026-11-06
Atria Investments, Inc
CLOSED
Shares0 from 2,366
Change-2,366 (-100%)
Value$0 (-$368.1K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,724
Change-1,724 (-100%)
Value$0 (-$268.2K)
Filed 2026-10-21
Money Concepts Capital Corp
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-05
Citigroup Inc
CLOSED
Shares0 from 726
Change-726 (-100%)
Value$0 (-$113.0K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$47.4K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$50.6K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$48.7K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-29
Lanark Financial, Inc.
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-26
Russell Investments Group, Ltd.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-06
Goldman Sachs Group Inc
N/A
Shares— from 929,520
Change-929,520 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 271,143
Change-271,143 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 234,468
Change-234,468 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 223,072
Change-223,072 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 209,633
Change-209,633 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 198,596
Change-198,596 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 143,770
Change-143,770 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 102,271
Change-102,271 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 99,662
Change-99,662 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 96,120
Change-96,120 (-100%)
Value—
UBS Group AG
N/A
Shares— from 86,804
Change-86,804 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 81,949
Change-81,949 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50,409
Change-50,409 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 50,126
Change-50,126 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 49,302
Change-49,302 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 48,042
Change-48,042 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 46,706
Change-46,706 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 39,661
Change-39,661 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 37,662
Change-37,662 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 36,427
Change-36,427 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 34,954
Change-34,954 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33,491
Change-33,491 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 29,435
Change-29,435 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 23,642
Change-23,642 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 23,222
Change-23,222 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 18,483
Change-18,483 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 17,791
Change-17,791 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 17,152
Change-17,152 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,897
Change-14,897 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,939
Change-10,939 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,378
Change-10,378 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 9,259
Change-9,259 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
&partners
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,868
Change-6,868 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,908
Change-5,908 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,116
Change-5,116 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 4,436
Change-4,436 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 999
Change-999 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 150
Change-150 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 124
Change-124 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
DECREASED258,240261,857-3,617-1%$40.7M$38.9M-$1.8M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED254,060235,701+18,359+8%$36.7M$38.3M+$1.6M2026-11-02
True Private Wealth Advisors
DECREASED118,276122,944-4,668-4%$19.1M$17.8M-$1.3M2026-10-19
Fortis Group Advisors, LLC
INCREASED77,33077,235+95+0%$12.0M$10.6M-$1.4M2026-11-06
Winter & Associates, Inc.
INCREASED53,34149,302+4,039+8%$7.7M$7.5M-$129.0K2026-10-23
BNB Wealth Management, LLC
DECREASED53,11753,847-730-1%$8.4M$8.0M-$371.7K2026-10-28
Csenge Advisory Group
DECREASED38,01438,047-330%$5.9M$5.7M-$189.9K2026-11-04
Hutchens & Kramer Investment Management Group, LLC
INCREASED32,73232,356+376+1%$5.0M$4.9M-$100.6K2026-10-16
PFG Advisors
INCREASED31,20029,242+1,958+7%$4.5M$4.7M+$153.0K2026-10-16
Ayalon Insurance Comp Ltd.
UNCHANGED26,95126,95100%$4.2K$4.1K-$1312026-10-08
NTV Asset Management LLC
DECREASED25,52626,301-775-3%$4.1M$3.8M-$244.6K2026-10-23
Kestra Advisory Services, LLC
INCREASED22,38721,525+862+4%$3.3M$3.4M+$25.4K2026-11-02
Commonwealth Equity Services, LLC
INCREASED17,02216,978+44+0%$2.6M$2.6M-$75.8K2026-11-02
Creative Planning
DECREASED14,65315,430-777-5%$2.4M$2.2M-$192.2K2026-11-02
E&G Advisors, LLC
INCREASED14,56514,465+100+1%$2.3M$2.2M-$55.2K2026-10-13
Visionary Horizons, LLC
INCREASED14,13413,828+306+2%$2.2M$2.1M-$21.1K2026-10-22
Midwest Financial Network, LLC
INCREASED12,3125,049+7,263+144%$785.4K$1.9M+$1.1M2026-10-13
D.A. Davidson & Co.
INCREASED10,10910,088+21+0%$1.6M$1.5M-$45.9K2026-10-28
Davenport & Co LLC
DECREASED7,6027,696-94-1%$1.2M$1.1M-$51.6K2026-10-14
Seros Financial, LLC
DECREASED5,9916,007-160%$934.6K$903.0K-$31.6K2026-10-21
Legacy Financial Strategies, LLC
UNCHANGED5,5005,50000%$855.7K$829.0K-$26.7K2026-10-15
Koshinski Asset Management, Inc.
UNCHANGED5,1725,17200%$804.7K$779.6K-$25.1K2026-10-29
Belvedere Trading LLC
INCREASED4,9544,763+191+4%$741.1K$746.7K+$5.6K2026-11-05
Fifth Third Bancorp
DECREASED4,7654,869-104-2%$757.6K$718.2K-$39.3K2026-11-05
Weaver Consulting Group
UNCHANGED4,1294,12900%$642.4K$622.4K-$20.1K2026-10-07
Townsend Asset Management Corp
UNCHANGED4,0344,03400%$627.6K$608.1K-$19.6K2026-10-29
Financial Partners Group, Inc
DECREASED3,6783,868-190-5%$601.8K$554.4K-$47.4K2026-10-19
New England Professional Planning Group Inc.
INCREASED3,6193,615+4+0%$562.5K$545.4K-$17.1K2026-10-29
Quadcap Wealth Management, LLC
DECREASED3,4223,438-160%$534.9K$515.8K-$19.1K2026-11-02
Reicon Wealth Advisors, LLC
INCREASED3,3563,315+41+1%$515.8K$505.9K-$9.9K2026-11-04
Wealthcare Advisory Partners LLC
DECREASED2,9974,829-1,832-38%$751.4K$451.8K-$299.6K2026-10-21
Burke & Herbert Bank & Trust Co
UNCHANGED2,5952,59500%$403.8K$391.1K-$12.6K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED2,5142,304+210+9%$358.5K$379.0K+$20.5K2026-10-16
Oppenheimer Asset Management Inc.
DECREASED2,5022,541-39-2%$395.4K$377.1K-$18.2K2026-10-27
City Center Advisors, LLC
NEW2,486—+2,486——$374.7K—2026-10-08
XML Financial, LLC
DECREASED2,4372,454-17-1%$381.8K$367.3K-$14.5K2026-10-29
Commonwealth Financial Services, LLC
DECREASED2,07315,774-13,701-87%$2.5M$312.5K-$2.1M2026-10-20
Synergy Asset Management, LLC
NEW2,072—+2,072——$312.3K—2026-11-05
Independent Financial Group, LLC
UNCHANGED2,0002,00000%$311.2K$301.5K-$9.7K2026-10-13
Grandview Asset Management LLC
DECREASED1,8432,414-571-24%$375.6K$277.8K-$97.8K2026-10-19
Focus Financial Network, Inc.
UNCHANGED1,6991,69900%$264.4K$256.2K-$8.2K2026-10-14
Valued Retirements, Inc.
INCREASED1,6671,400+267+19%$217.9K$251.3K+$33.4K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED1,6551,649+6+0%$246.4K$251.6K+$5.3K2026-10-13
Aurora Private Wealth, Inc.
INCREASED1,5211,520+1+0%$236.0K$229-$235.8K2026-10-20
Indivisible Partners
DECREASED1,5121,526-14-1%$237.5K$227.9K-$9.5K2026-10-26
Sigma Planning Corp
NEW1,503—+1,503——$226.5K—2026-10-23
VestGen Advisors, LLC
DECREASED1,4201,425-50%$221.7K$214.1K-$7.6K2026-10-27
Capital Investment Advisors, LLC
UNCHANGED1,3561,35600%$211.0K$204.4K-$6.6K2026-10-22
Oppenheimer & Co Inc
DECREASED1,3381,849-511-28%$287.7K$201.7K-$86.0K2026-10-26
Allworth Financial LP
UNCHANGED1,1331,13300%$176.3K$176.3K$02026-11-06
IFP Advisors, Inc
UNCHANGED1,0091,00900%$157.0K$152.1K-$4.9K2026-10-16
Parallel Advisors, LLC
UNCHANGED84084000%$130.7K$126.6K-$4.1K2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED79679600%$121.2K$121.6K+$4142026-10-16
PNC Financial Services Group, Inc.
DECREASED773812-39-5%$126.4K$116.4K-$9.9K2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED40340300%$62.7K$60.7K-$2.0K2026-10-13
Archer Investment Corp
UNCHANGED36436400%$56.6K$54.9K-$1.8K2026-11-05
US Bancorp \de\
INCREASED32210+312+3120%$1.6K$48.5K+$47.0K2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED31931900%$49.7K$48.2K-$1.5K2026-10-13
Spire Wealth Management
UNCHANGED20020000%$31.1K$30.1K-$9722026-10-30
Key FInancial Inc
NEW121—+121——$18.2K—2026-11-02
Jacobi Capital Management LLC
NEW110—+110——$16.6K—2026-11-05
Triumph Capital Management
INCREASED109100+9+9%$15.6K$16.5K+$8832026-10-14
Main Street Group, LTD
UNCHANGED404000%$6.2K$6.0K-$1952026-10-28
Farther Finance Advisors, LLC
UNCHANGED171700%$2.6K$2.6K-$832026-10-08
Assetmark, Inc
NEW15—+15——$2.3K—2026-10-21
Ascentis Independent Advisors
NEW0—0——$15—2026-11-03
Q3 Asset Management
CLOSED024,352-24,352-100%$3.8M$0-$3.8M2026-11-06
Ramiah Investment Group
CLOSED013,747-13,747-100%$2.1M$0-$2.1M2026-10-20
Sowell Financial Services LLC
CLOSED09,005-9,005-100%$1.4M$0-$1.4M2026-10-23
Optivise Advisory Services LLC
CLOSED04,763-4,763-100%$741.1K$0-$741.1K2026-10-19
RCS Financial Planning, LLC
CLOSED03,914-3,914-100%$609.0K$0-$609.0K2026-10-14
Fingerlakes Wealth Management, Inc.
CLOSED03,091-3,091-100%$480.9K$0-$480.9K2026-11-04
Savant Capital, LLC
CLOSED02,398-2,398-100%$357.3K$0-$357.3K2026-11-06
Atria Investments, Inc
CLOSED02,366-2,366-100%$368.1K$0-$368.1K2026-10-15
Axxcess Wealth Management, LLC
CLOSED01,724-1,724-100%$268.2K$0-$268.2K2026-10-21
Money Concepts Capital Corp
CLOSED01,300-1,300-100%$202.3K$0-$202.3K2026-11-06
J.W. Cole Advisors, Inc.
CLOSED01,300-1,300-100%$202.3K$0-$202.3K2026-11-05
Citigroup Inc
CLOSED0726-726-100%$113.0K$0-$113.0K2026-11-04
Cornerstone Planning Group LLC
CLOSED0327-327-100%$47.4K$0-$47.4K2026-10-16
Simplex Trading, LLC
CLOSED0325-325-100%$50.6K$0-$50.6K2026-11-04
International Assets Investment Management, LLC
CLOSED0320-320-100%$48.7K$0-$48.7K2026-11-02
Tucker Asset Management LLC
CLOSED052-52-100%$8.1K$0-$8.1K2026-10-29
Lanark Financial, Inc.
CLOSED044-44-100%$6.8K$0-$6.8K2026-10-26
Russell Investments Group, Ltd.
CLOSED07-7-100%$1.1K$0-$1.1K2026-11-06
Goldman Sachs Group Inc
N/A—929,520-929,520-100%$144.6M———
Morgan Stanley
N/A—271,143-271,143-100%$42.2M———
Proficio Capital Partners LLC
N/A—234,468-234,468-100%$36.5M———
Wells Fargo & Company
N/A—223,072-223,072-100%$34.7M———
Axiom Financial Strategies, LLC
N/A—209,633-209,633-100%$32.6M———
Bank of America Corp
N/A—198,596-198,596-100%$30.9M———
NewEdge Advisors, LLC
N/A—143,770-143,770-100%$22.4M———
Citadel Advisors LLC
N/A—102,271-102,271-100%$15.9M———
Jump Financial, LLC
N/A—99,662-99,662-100%$15.5M———
Jones Financial Companies Lllp
N/A—96,120-96,120-100%$14.5M———
UBS Group AG
N/A—86,804-86,804-100%$13.5M———
Raymond James Financial Inc
N/A—81,949-81,949-100%$12.8M———
BNP Paribas Financial Markets
N/A—50,409-50,409-100%$7.8M———
Envestnet Asset Management Inc
N/A—50,126-50,126-100%$7.8M———
Focus Partners Advisor Solutions, LLC
N/A—49,302-49,302-100%$7.7M———
Royal Bank of Canada
N/A—48,042-48,042-100%$7.5M———
Chicago Wealth Management, Inc.
N/A—46,706-46,706-100%$7.3M———
Quadrature Capital Ltd
N/A—39,661-39,661-100%$6.2M———
GTS Securities LLC
N/A—37,662-37,662-100%$5.9M———
Ameriprise Financial Inc
N/A—36,427-36,427-100%$5.7M———
JPMorgan Chase & Co
N/A—34,954-34,954-100%$5.4M———
Cetera Investment Advisers
N/A—33,491-33,491-100%$5.2M———
MML Investors Services, LLC
N/A—29,435-29,435-100%$4.6M———
Flow Traders U.S. LLC
N/A—23,642-23,642-100%$3.7M———
Hilltop Holdings Inc.
N/A—23,222-23,222-100%$3.6M———
SIG Brokerage, LP
N/A—20,000-20,000-100%$3.1M———
Bank of Montreal
N/A—18,483-18,483-100%$2.9M———
Osaic Holdings, Inc.
N/A—18,100-18,100-100%$2.8M———
Abound Financial, LLC
N/A—17,791-17,791-100%$2.8M———
Summit Financial, LLC
N/A—17,152-17,152-100%$2.7M———
Equitable Holdings, Inc.
N/A—14,897-14,897-100%$2.3M———
Private Advisor Group, LLC
N/A—10,939-10,939-100%$1.7M———
Tower Research Capital LLC (TRC)
N/A—10,378-10,378-100%$1.6M———
D. E. Shaw & Co., Inc.
N/A—9,259-9,259-100%$1.4M———
Northwestern Mutual Wealth Management Co
N/A—8,942-8,942-100%$1.4M———
Sequent Asset Management, LLC
N/A—8,613-8,613-100%$1.3M———
&partners
N/A—8,281-8,281-100%$1.2M———
HRT Financial LP
N/A—8,228-8,228-100%$1.3M———
Magnolia Capital Advisors LLC
N/A—6,868-6,868-100%$1.1M———
Stratos Wealth Advisors, LLC
N/A—5,969-5,969-100%$928.8K———
Medallion Wealth Advisors, LLC
N/A—5,908-5,908-100%$362.6K———
Advyzon Investment Management, LLC
N/A—5,810-5,810-100%$903.9K———
Benjamin Edwards Inc
N/A—5,456-5,456-100%$848.8K———
CreativeOne Wealth, LLC
N/A—5,449-5,449-100%$847.8K———
Fiduciary Financial Advisors
N/A—5,344-5,344-100%$832.0K———
Rockefeller Capital Management L.P.
N/A—5,189-5,189-100%$807.4K———
Integrated Wealth Concepts LLC
N/A—5,116-5,116-100%$796.0K———
XTX Topco Ltd
N/A—4,897-4,897-100%$761.9K———
Plotkin Financial Advisors, LLC
N/A—4,436-4,436-100%$690.2K———
Hyundai Investments Co., Ltd.
N/A—4,341-4,341-100%$664.9K———
OneDigital Investment Advisors LLC
N/A—4,171-4,171-100%$649.0K———
Morrissey Wealth Management, LLC
N/A—4,092-4,092-100%$633.8K———
Adapt Wealth Advisors, LLC
N/A—3,994-3,994-100%$621.4K———
Stifel Financial Corp
N/A—3,966-3,966-100%$617.1K———
Two Sigma Securities, LLC
N/A—3,944-3,944-100%$613.6K———
One Wealth Management Investment & Advisory Services, LLC
N/A—3,791-3,791-100%$589.8K———
Avant Capital LLC
N/A—3,589-3,589-100%$558.4K———
Harbour Investments, Inc.
N/A—3,344-3,344-100%$520.2K———
FMR LLC
N/A—3,181-3,181-100%$494.9K———
Goldstone Financial Group, LLC
N/A—3,044-3,044-100%$473.7K———
Nova Wealth Management, Inc.
N/A—2,850-2,850-100%$443.4K———
Sanctuary Advisors, LLC
N/A—2,848-2,848-100%$443.1K———
Stratos Wealth Partners, Ltd.
N/A—2,766-2,766-100%$430.4K———
Focus Partners Wealth
N/A—2,705-2,705-100%$420.9K———
Modern Wealth Management, LLC
N/A—2,677-2,677-100%$416.5K———
Janney Montgomery Scott LLC
N/A—2,517-2,517-100%$392.0K———
Renaissance Technologies LLC
N/A—2,400-2,400-100%$373.4K———
IHT Wealth Management, LLC
N/A—2,386-2,386-100%$371.2K———
Advisory Services Network, LLC
N/A—2,312-2,312-100%$359.7K———
Betterment LLC
N/A—2,285-2,285-100%$356.0K———
Gateway Wealth Partners, LLC
N/A—2,156-2,156-100%$335.5K———
Beacon Pointe Advisors, LLC
N/A—1,961-1,961-100%$305.2K———
HighTower Advisors, LLC
N/A—1,918-1,918-100%$298.5K———
Mariner, LLC
N/A—1,784-1,784-100%$277.5K———
Thoroughbred Financial Services, LLC
N/A—1,589-1,589-100%$247.0K———
Alesco Advisors, LLC, An ESL Co
N/A—1,375-1,375-100%$213.9K———
United Capital Financial Advisors, LLC
N/A—1,365-1,365-100%$212.4K———
Principal Securities, Inc.
N/A—1,305-1,305-100%$203.1K———
Ancora Advisors LLCA
N/A—1,126-1,126-100%$175.2K———
Hantz Financial Services, Inc.
N/A—999-999-100%$155.0K———
Mpwm Advisory Solutions, LLC
N/A—748-748-100%$116.4K———
Global Retirement Partners, LLC
N/A—526-526-100%$81.8K———
Continuum Advisory, LLC
N/A—500-500-100%$77.8K———
AE Wealth Management LLC
N/A—412-412-100%$64.1K———
Delos Wealth Advisors, LLC
N/A—388-388-100%$60.4K———
Founders Financial Alliance, LLC
N/A—287-287-100%$44.7K———
Aptus Capital Advisors, LLC
N/A—182-182-100%$28.3K———
Aventura Private Wealth, LLC
N/A—181-181-100%$28.2K———
IFG Advisory, LLC
N/A—176-176-100%$27.4K———
Arax Advisory Partners
N/A—150-150-100%$23.3K———
National Bank of Canada
N/A—124-124-100%$19.3K———
Oakmont Advisory Group, LLC
N/A—122-122-100%$19.0K———
BFC Planning, Inc.
N/A—111-111-100%$17.3K———
Coppell Advisory Solutions LLC
N/A—87-87-100%$2.7M———
O'shaughnessy Asset Management, LLC
N/A—50-50-100%$7.8K———
SHP Wealth Management
N/A—8-8-100%$1.2K———
Showing 180 of 180 institutions