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Invesco CEF Income Composite (PCEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Larson Financial Group LLC
INCREASED
Shares1,548,989 from 1,461,727
Change+87,262 (+6%)
Value$30.0M (+$285.2K)
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares653,646 from 666,589
Change-12,943 (-2%)
Value$12.6M (-$890.4K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares330,643 from 363,930
Change-33,287 (-9%)
Value$6.4M (-$993.5K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares249,840 from 257,778
Change-7,938 (-3%)
Value$4.8M (-$401.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares233,932 from 233,056
Change+876 (+0%)
Value$4.5M (-$232.5K)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
INCREASED
Shares233,649 from 196,499
Change+37,150 (+19%)
Value$4.5M (+$530.2K)
Filed 2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED
Shares118,705 from 119,249
Change-544 (0%)
Value$2.3M (-$125.0K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares86,706 from 22,733
Change+63,973 (+281%)
Value$1.7M (+$1.2M)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares78,686 from 58,161
Change+20,525 (+35%)
Value$1.5M (+$341.3K)
Filed 2026-10-26
IFS Advisors, LLC
NEW
Shares65,297
Change+65,297
Value$1.3M
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares63,428 from 63,586
Change-158 (0%)
Value$1.2M (-$64.1K)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED
Shares48,846 from 48,846
Change0 (0%)
Value$945.2K (-$46.9K)
Filed 2026-10-05
Marino, Stram & Associates LLC
DECREASED
Shares46,085 from 49,220
Change-3,135 (-6%)
Value$891.7K (-$107.9K)
Filed 2026-10-22
Independent Financial Group, LLC
DECREASED
Shares36,825 from 47,475
Change-10,650 (-22%)
Value$712.6K (-$251.7K)
Filed 2026-10-13
Future Financial Wealth Managment LLC
DECREASED
Shares35,887 from 42,137
Change-6,250 (-15%)
Value$694.4K (-$145.0K)
Filed 2026-10-15
Endowment Wealth Management, Inc.
INCREASED
Shares34,186 from 25,516
Change+8,670 (+34%)
Value$661.5K (+$143.3K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares33,236 from 33,088
Change+148 (+0%)
Value$643.1K (-$28.9K)
Filed 2026-11-02
Argyle Capital Partners, LLC
DECREASED
Shares32,159 from 32,244
Change-85 (0%)
Value$622.3K (-$32.6K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares26,964 from 26,505
Change+459 (+2%)
Value$512.0K (-$15.9K)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares24,933 from 27,290
Change-2,357 (-9%)
Value$482.5K (-$71.8K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares20,694 from 19,429
Change+1,265 (+7%)
Value$400.4K (+$5.8K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares19,658 from 30,188
Change-10,530 (-35%)
Value$380.4K (-$232.7K)
Filed 2026-10-30
NWF Advisory Services Inc.
UNCHANGED
Shares19,305 from 19,305
Change0 (0%)
Value$373.6K (-$18.5K)
Filed 2026-10-19
Southland Equity Partners LLC
UNCHANGED
Shares18,669 from 18,669
Change0 (0%)
Value$361.2K (-$17.9K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares17,689 from 18,419
Change-730 (-4%)
Value$342.3K (-$31.8K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares17,190 from 17,190
Change0 (0%)
Value$332.6K (-$16.5K)
Filed 2026-10-27
Atlas Private Wealth Advisors
NEW
Shares16,970
Change+16,970
Value$328.4K
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares13,792 from 13,027
Change+765 (+6%)
Value$266.9K (+$2.3K)
Filed 2026-10-08
QP Wealth Management, LLC
INCREASED
Shares13,472 from 13,276
Change+196 (+1%)
Value$260.7K (-$9.0K)
Filed 2026-10-20
Nations Financial Group Inc,
NEW
Shares13,394
Change+13,394
Value$259.2K
Filed 2026-11-05
Buska Wealth Management, LLC
DECREASED
Shares12,937 from 17,808
Change-4,871 (-27%)
Value$250.3K (-$111.3K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$241.9K (+$6.6K)
Filed 2026-10-13
Quartz Partners, LLC
UNCHANGED
Shares11,509 from 11,509
Change0 (0%)
Value$222.7K (-$11.0K)
Filed 2026-11-03
Reicon Wealth Advisors, LLC
INCREASED
Shares10,857 from 10,623
Change+234 (+2%)
Value$210.1K (-$5.7K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares9,577 from 9,847
Change-270 (-3%)
Value$185.3K (-$14.7K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares7,015 from 7,016
Change-1 (0%)
Value$135.8K (-$6.7K)
Filed 2026-10-08
Nfsg Corp
DECREASED
Shares6,541 from 6,962
Change-421 (-6%)
Value$126.6K (-$14.8K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares5,141 from 5,053
Change+88 (+2%)
Value$99.5K (-$3.1K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares5,137 from 137
Change+5,000 (+3650%)
Value$99.4K (+$96.6K)
Filed 2026-10-21
Blue Trust, Inc.
NEW
Shares5,040
Change+5,040
Value$97.5K
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares5,024
Change+5,024
Value$97.2K
Filed 2026-11-03
Wagner Wealth Management, LLC
UNCHANGED
Shares3,189 from 3,189
Change0 (0%)
Value$61.7K (-$3.1K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$52.2K (-$2.6K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
NEW
Shares1,513
Change+1,513
Value$29.3K
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$25.4K (-$1.3K)
Filed 2026-10-07
Compass Financial Management LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$17.4K (-$861)
Filed 2026-10-30
Kelleher Financial Advisors
DECREASED
Shares812 from 1,624
Change-812 (-50%)
Value$15.7K (-$17.3K)
Filed 2026-10-30
Salomon & Ludwin, LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$15.0K (-$796)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
NEW
Shares656
Change+656
Value$12.7K
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares514 from 1,040
Change-526 (-51%)
Value$9.9K (-$11.2K)
Filed 2026-10-16
William Mack & Associates, Inc.
NEW
Shares500
Change+500
Value$9.7K
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.7K (-$480)
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$9.2K (-$455)
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$5.3K (-$264)
Filed 2026-10-28
Highline Wealth Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.9K (-$144)
Filed 2026-10-19
Spire Wealth Management
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$2.8K (-$142)
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$2.8K (-$140)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares5 from 1
Change+4 (+400%)
Value$97 (+$77)
Filed 2026-10-22
Thrivent Financial for Lutherans
CLOSED
Shares0 from 12,320
Change-12,320 (-100%)
Value$0 (-$250.0K)
Filed 2026-11-05
Global View Capital Management LLC
CLOSED
Shares0 from 10,690
Change-10,690 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,258
Change-3,258 (-100%)
Value$0 (-$66.4K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,333
Change-1,333 (-100%)
Value$0 (-$27.1K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,237
Change-1,237 (-100%)
Value$0 (-$25.1K)
Filed 2026-10-14
Citigroup Inc
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$5.2K)
Filed 2026-11-04
Royal Bank of Canada
N/A
Shares— from 3,107,327
Change-3,107,327 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,611,893
Change-2,611,893 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,267,351
Change-2,267,351 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,397,439
Change-1,397,439 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 917,971
Change-917,971 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 908,977
Change-908,977 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 589,599
Change-589,599 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 462,122
Change-462,122 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 445,326
Change-445,326 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 367,770
Change-367,770 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 365,033
Change-365,033 (-100%)
Value—
UBS Group AG
N/A
Shares— from 321,028
Change-321,028 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 129,002
Change-129,002 (-100%)
Value—
Stephens Inc
N/A
Shares— from 118,235
Change-118,235 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 101,043
Change-101,043 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 97,140
Change-97,140 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 94,877
Change-94,877 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 93,376
Change-93,376 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 81,768
Change-81,768 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 68,461
Change-68,461 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 63,732
Change-63,732 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 60,418
Change-60,418 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 51,486
Change-51,486 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 45,043
Change-45,043 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 43,225
Change-43,225 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 41,316
Change-41,316 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 39,477
Change-39,477 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 39,429
Change-39,429 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 29,947
Change-29,947 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 28,864
Change-28,864 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 27,142
Change-27,142 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 24,152
Change-24,152 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,254
Change-23,254 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 21,659
Change-21,659 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 21,089
Change-21,089 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 20,399
Change-20,399 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 18,228
Change-18,228 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 17,322
Change-17,322 (-100%)
Value—
&partners
N/A
Shares— from 16,972
Change-16,972 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 16,103
Change-16,103 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,326
Change-15,326 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 15,225
Change-15,225 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,031
Change-14,031 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 12,924
Change-12,924 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 10,677
Change-10,677 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,140
Change-5,140 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 998
Change-998 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 580
Change-580 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 520
Change-520 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 291
Change-291 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 57
Change-57 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
Larson Financial Group LLC
INCREASED1,548,9891,461,727+87,262+6%$29.7M$30.0M+$285.2K2026-11-05
Intrua Financial, LLC
DECREASED653,646666,589-12,943-2%$13.5M$12.6M-$890.4K2026-10-28
Commonwealth Equity Services, LLC
DECREASED330,643363,930-33,287-9%$7.4M$6.4M-$993.5K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED249,840257,778-7,938-3%$5.2M$4.8M-$401.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED233,932233,056+876+0%$4.7M$4.5M-$232.5K2026-10-13
Adell Harriman & Carpenter Inc
INCREASED233,649196,499+37,150+19%$4.0M$4.5M+$530.2K2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED118,705119,249-5440%$2.4M$2.3M-$125.0K2026-10-28
Farther Finance Advisors, LLC
INCREASED86,70622,733+63,973+281%$461.7K$1.7M+$1.2M2026-10-08
Oppenheimer & Co Inc
INCREASED78,68658,161+20,525+35%$1.2M$1.5M+$341.3K2026-10-26
IFS Advisors, LLC
NEW65,297—+65,297——$1.3M—2026-10-14
Cornerstone Wealth Management, LLC
DECREASED63,42863,586-1580%$1.3M$1.2M-$64.1K2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED48,84648,84600%$992.1K$945.2K-$46.9K2026-10-05
Marino, Stram & Associates LLC
DECREASED46,08549,220-3,135-6%$999.7K$891.7K-$107.9K2026-10-22
Independent Financial Group, LLC
DECREASED36,82547,475-10,650-22%$964.2K$712.6K-$251.7K2026-10-13
Future Financial Wealth Managment LLC
DECREASED35,88742,137-6,250-15%$839.4K$694.4K-$145.0K2026-10-15
Endowment Wealth Management, Inc.
INCREASED34,18625,516+8,670+34%$518.2K$661.5K+$143.3K2026-11-03
Kestra Advisory Services, LLC
INCREASED33,23633,088+148+0%$672.0K$643.1K-$28.9K2026-11-02
Argyle Capital Partners, LLC
DECREASED32,15932,244-850%$654.9K$622.3K-$32.6K2026-10-23
Chicago Partners Investment Group LLC
INCREASED26,96426,505+459+2%$528.0K$512.0K-$15.9K2026-10-27
Sowell Financial Services LLC
DECREASED24,93327,290-2,357-9%$554.3K$482.5K-$71.8K2026-10-23
Creative Planning
INCREASED20,69419,429+1,265+7%$394.6K$400.4K+$5.8K2026-11-02
Truist Financial Corp
DECREASED19,65830,188-10,530-35%$613.1K$380.4K-$232.7K2026-10-30
NWF Advisory Services Inc.
UNCHANGED19,30519,30500%$392.1K$373.6K-$18.5K2026-10-19
Southland Equity Partners LLC
UNCHANGED18,66918,66900%$379.2K$361.2K-$17.9K2026-10-14
Fifth Third Bancorp
DECREASED17,68918,419-730-4%$374.1K$342.3K-$31.8K2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED17,19017,19000%$349.1K$332.6K-$16.5K2026-10-27
Atlas Private Wealth Advisors
NEW16,970—+16,970——$328.4K—2026-10-23
Gamma Investing LLC
INCREASED13,79213,027+765+6%$264.6K$266.9K+$2.3K2026-10-08
QP Wealth Management, LLC
INCREASED13,47213,276+196+1%$269.6K$260.7K-$9.0K2026-10-20
Nations Financial Group Inc,
NEW13,394—+13,394——$259.2K—2026-11-05
Buska Wealth Management, LLC
DECREASED12,93717,808-4,871-27%$361.7K$250.3K-$111.3K2026-10-08
SAX Wealth Advisors, LLC
UNCHANGED12,50012,50000%$235.3K$241.9K+$6.6K2026-10-13
Quartz Partners, LLC
UNCHANGED11,50911,50900%$233.7K$222.7K-$11.0K2026-11-03
Reicon Wealth Advisors, LLC
INCREASED10,85710,623+234+2%$215.8K$210.1K-$5.7K2026-11-04
Lanark Financial, Inc.
DECREASED9,5779,847-270-3%$200.0K$185.3K-$14.7K2026-10-26
CoreCap Advisors, LLC
DECREASED7,0157,016-10%$142.5K$135.8K-$6.7K2026-10-08
Nfsg Corp
DECREASED6,5416,962-421-6%$141.4K$126.6K-$14.8K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED5,1415,053+88+2%$102.6K$99.5K-$3.1K2026-10-30
Assetmark, Inc
INCREASED5,137137+5,000+3650%$2.8K$99.4K+$96.6K2026-10-21
Blue Trust, Inc.
NEW5,040—+5,040——$97.5K—2026-10-15
Ascentis Independent Advisors
NEW5,024—+5,024——$97.2K—2026-11-03
Wagner Wealth Management, LLC
UNCHANGED3,1893,18900%$64.8K$61.7K-$3.1K2026-10-21
US Bancorp \de\
UNCHANGED2,7002,70000%$54.8K$52.2K-$2.6K2026-11-05
Pathway Financial Advisers, LLC
NEW1,513—+1,513——$29.3K—2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED1,3111,31100%$26.6K$25.4K-$1.3K2026-10-07
Compass Financial Management LLC
UNCHANGED89789700%$18.2K$17.4K-$8612026-10-30
Kelleher Financial Advisors
DECREASED8121,624-812-50%$33.0K$15.7K-$17.3K2026-10-30
Salomon & Ludwin, LLC
UNCHANGED77377300%$15.8K$15.0K-$7962026-10-29
EverSource Wealth Advisors, LLC
NEW656—+656——$12.7K—2026-11-04
IFP Advisors, Inc
DECREASED5141,040-526-51%$21.1K$9.9K-$11.2K2026-10-16
William Mack & Associates, Inc.
NEW500—+500——$9.7K—2026-10-27
Creative Financial Designs Inc
UNCHANGED50050000%$10.2K$9.7K-$4802026-11-04
1620 Investment Advisors, Inc.
UNCHANGED47447400%$9.6K$9.2K-$4552026-11-04
Cdkv Holdings LLC
UNCHANGED27527500%$5.6K$5.3K-$2642026-10-28
Highline Wealth Partners LLC
UNCHANGED15015000%$3.0K$2.9K-$1442026-10-19
Spire Wealth Management
UNCHANGED14714700%$3.0K$2.8K-$1422026-10-30
Toth Financial Advisory Corp
UNCHANGED14614600%$3.0K$2.8K-$1402026-10-08
SBI Securities Co., Ltd.
INCREASED51+4+400%$20$97+$772026-10-22
Thrivent Financial for Lutherans
CLOSED012,320-12,320-100%$250.0K$0-$250.0K2026-11-05
Global View Capital Management LLC
CLOSED010,690-10,690-100%$217.1K$0-$217.1K2026-10-28
International Assets Investment Management, LLC
CLOSED03,258-3,258-100%$66.4K$0-$66.4K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED01,333-1,333-100%$27.1K$0-$27.1K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,237-1,237-100%$25.1K$0-$25.1K2026-10-14
Citigroup Inc
CLOSED0256-256-100%$5.2K$0-$5.2K2026-11-04
Royal Bank of Canada
N/A—3,107,327-3,107,327-100%$63.1M———
Morgan Stanley
N/A—2,611,893-2,611,893-100%$53.0M———
Envestnet Asset Management Inc
N/A—2,267,351-2,267,351-100%$46.0M———
Wells Fargo & Company
N/A—1,397,439-1,397,439-100%$28.4M———
Bank of America Corp
N/A—917,971-917,971-100%$18.6M———
LPL Financial LLC
N/A—908,977-908,977-100%$18.5M———
Raymond James Financial Inc
N/A—589,599-589,599-100%$12.0M———
Cetera Investment Advisers
N/A—462,122-462,122-100%$9.4M———
Ameriprise Financial Inc
N/A—445,326-445,326-100%$9.0M———
Sykon Capital LLC
N/A—367,770-367,770-100%$7.5M———
Osaic Holdings, Inc.
N/A—365,033-365,033-100%$7.4M———
UBS Group AG
N/A—321,028-321,028-100%$6.5M———
Mariner, LLC
N/A—129,002-129,002-100%$2.6M———
Stephens Inc
N/A—118,235-118,235-100%$2.4M———
MML Investors Services, LLC
N/A—101,043-101,043-100%$2.1M———
Rockefeller Capital Management L.P.
N/A—97,140-97,140-100%$2.0M———
Merit Financial Group, LLC
N/A—94,877-94,877-100%$1.9M———
Baird Financial Group, Inc.
N/A—93,376-93,376-100%$1.9M———
HighTower Advisors, LLC
N/A—81,768-81,768-100%$1.7M———
Stifel Financial Corp
N/A—68,461-68,461-100%$1.4M———
Summit Financial, LLC
N/A—63,732-63,732-100%$1.3M———
Panoramic Investment Advisors, LLC
N/A—60,418-60,418-100%$1.2M———
Goldstone Financial Group, LLC
N/A—51,486-51,486-100%$1.0M———
HRT Financial LP
N/A—45,043-45,043-100%$914.0K———
Gotham Asset Management, LLC
N/A—43,225-43,225-100%$877.9K———
Geneos Wealth Management Inc.
N/A—41,316-41,316-100%$839.1K———
Harbour Investments, Inc.
N/A—39,477-39,477-100%$801.8K———
NewEdge Advisors, LLC
N/A—39,429-39,429-100%$800.8K———
Orion Porfolio Solutions, LLC
N/A—29,947-29,947-100%$608.2K———
Smartleaf Asset Management LLC
N/A—28,864-28,864-100%$583.6K———
Private Advisor Group, LLC
N/A—27,142-27,142-100%$551.3K———
Cerity Partners LLC
N/A—24,152-24,152-100%$492.6K———
Janney Montgomery Scott LLC
N/A—23,254-23,254-100%$472.0K———
BTS Asset Management, Inc.
N/A—21,659-21,659-100%$439.9K———
Gladstone Institutional Advisory LLC
N/A—21,089-21,089-100%$428.3K———
ODonnell Financial Services, LLC
N/A—20,399-20,399-100%$414.3K———
Beck Bode, LLC
N/A—18,228-18,228-100%$370.2K———
Level Four Advisory Services, LLC
N/A—17,322-17,322-100%$351.8K———
&partners
N/A—16,972-16,972-100%$344.7K———
Boxwood Ventures, Inc.
N/A—16,103-16,103-100%$327.1K———
Beacon Pointe Advisors, LLC
N/A—15,326-15,326-100%$311.3K———
Clearstead Advisors, LLC
N/A—15,225-15,225-100%$309.2K———
OneDigital Investment Advisors LLC
N/A—14,031-14,031-100%$285.0K———
Compass Financial Services Inc
N/A—12,924-12,924-100%$262.5K———
Hexagon Capital Partners LLC
N/A—12,299-12,299-100%$249.8K———
Money Concepts Capital Corp
N/A—10,677-10,677-100%$216.8K———
PNC Financial Services Group, Inc.
N/A—10,205-10,205-100%$207.3K———
Aptus Capital Advisors, LLC
N/A—7,603-7,603-100%$154.4K———
IFG Advisory, LLC
N/A—5,140-5,140-100%$104.4K———
VSM Wealth Advisory, LLC
N/A—4,768-4,768-100%$96.8K———
Glen Eagle Advisors, LLC
N/A—3,405-3,405-100%$69.2K———
Steward Partners Investment Advisory, LLC
N/A—2,894-2,894-100%$58.8K———
FMR LLC
N/A—2,544-2,544-100%$51.7K———
BFC Planning, Inc.
N/A—2,500-2,500-100%$50.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,500-2,500-100%$50.8K———
Arax Advisory Partners
N/A—2,440-2,440-100%$49.6K———
Northwestern Mutual Wealth Management Co
N/A—1,555-1,555-100%$31.6K———
Highland Investment Advisors LLC
N/A—1,000-1,000-100%$20.3K———
Bessemer Group Inc
N/A—998-998-100%$20———
AE Wealth Management LLC
N/A—859-859-100%$17.4K———
SHP Wealth Management
N/A—580-580-100%$11.8K———
Fiduciary Financial Advisors
N/A—520-520-100%$10.6K———
Tower Research Capital LLC (TRC)
N/A—291-291-100%$5.9K———
Qube Research & Technologies Ltd
N/A—57-57-100%$1.2K———
Global Retirement Partners, LLC
N/A—47-47-100%$962———
Johnson Financial Group, Inc.
N/A—5-5-100%$102———
JPMorgan Chase & Co
N/A—00—$15———
Showing 131 of 131 institutions