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Invesco Emerging Markets SOV (PCY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vontobel Holding Ltd.
DECREASED
Shares360,703 from 368,462
Change-7,759 (-2%)
Value$7.2M (-$806.4K)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares355,000 from 355,000
Change0 (0%)
Value$7.1M (-$628.4K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares262,694 from 266,677
Change-3,983 (-1%)
Value$5.2M (-$551.2K)
Filed 2026-10-23
Towercrest Capital Management
INCREASED
Shares218,407 from 211,860
Change+6,547 (+3%)
Value$4.3M (-$244.8K)
Filed 2026-10-23
Alliance Wealth Management Group
INCREASED
Shares204,919 from 198,661
Change+6,258 (+3%)
Value$4.1M (-$227.2K)
Filed 2026-10-29
SigFig Wealth Management, LLC
INCREASED
Shares194,816 from 190,633
Change+4,183 (+2%)
Value$3.9M (-$271.4K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares164,800 from 176,774
Change-11,974 (-7%)
Value$3.3M (-$511.5K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares138,202 from 146,286
Change-8,084 (-6%)
Value$2.7M (-$419.6K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares121,301 from 121,883
Change-582 (0%)
Value$2.4M (-$227.3K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares117,609 from 129,755
Change-12,146 (-9%)
Value$2.3M (-$471.1K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares103,857 from 28,939
Change+74,918 (+259%)
Value$2.1M (+$1.4M)
Filed 2026-10-23
Sound Income Strategies, LLC
INCREASED
Shares100,305 from 85,647
Change+14,658 (+17%)
Value$2.0M (+$149.8K)
Filed 2026-10-09
Sharper & Granite LLC
INCREASED
Shares95,160 from 95,050
Change+110 (+0%)
Value$2.0M (-$69.0K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares90,858 from 77,525
Change+13,333 (+17%)
Value$1.8M (+$127.8K)
Filed 2026-11-03
Omega Financial Group, LLC
DECREASED
Shares81,786 from 85,508
Change-3,722 (-4%)
Value$1.6M (-$225.3K)
Filed 2026-10-29
Probity Advisors, Inc.
DECREASED
Shares75,789 from 75,913
Change-124 (0%)
Value$1.5M (-$136.8K)
Filed 2026-10-23
Simon Quick Advisors, LLC
DECREASED
Shares70,294 from 79,705
Change-9,411 (-12%)
Value$1.4M (-$328.2K)
Filed 2026-10-26
Fortress Financial Solutions, LLC
NEW
Shares65,047
Change+65,047
Value$1.3M
Filed 2026-10-14
RiverTree Advisors, LLC
INCREASED
Shares64,241 from 61,766
Change+2,475 (+4%)
Value$1.3M (-$60.1K)
Filed 2026-10-13
Annex Advisory Services, LLC
DECREASED
Shares60,676 from 4,214,276
Change-4,153,600 (-99%)
Value$1.2M (-$90.0M)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares56,349 from 64,994
Change-8,645 (-13%)
Value$1.1M (-$286.9K)
Filed 2026-11-05
City Center Advisors, LLC
INCREASED
Shares55,830 from 47,928
Change+7,902 (+16%)
Value$1.1M (+$72.3K)
Filed 2026-10-08
Robinswood Financial LLC
DECREASED
Shares38,122 from 41,376
Change-3,254 (-8%)
Value$763.6K (-$132.2K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares37,359 from 39,849
Change-2,490 (-6%)
Value$742.7K (-$120.0K)
Filed 2026-10-15
Net Worth Advisory Group
INCREASED
Shares29,744 from 29,100
Change+644 (+2%)
Value$589.5K (-$40.5K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares29,432 from 29,492
Change-60 (0%)
Value$585.1K (-$53.4K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
NEW
Shares29,222
Change+29,222
Value$580.9K
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares25,906 from 61,344
Change-35,438 (-58%)
Value$515.0K (-$813.1K)
Filed 2026-10-16
Blue Fin Capital, Inc.
DECREASED
Shares24,993 from 25,082
Change-89 (0%)
Value$496.9K (-$46.2K)
Filed 2026-10-28
Great Waters Wealth Management
INCREASED
Shares23,903 from 23,490
Change+413 (+2%)
Value$475.2K (-$33.4K)
Filed 2026-10-07
WBH Advisory Inc
DECREASED
Shares23,049 from 24,425
Change-1,376 (-6%)
Value$458.2K (-$70.6K)
Filed 2026-11-05
Auour Investments LLC
INCREASED
Shares22,232 from 21,049
Change+1,183 (+6%)
Value$442.0K (-$13.7K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares22,034 from 22,336
Change-302 (-1%)
Value$438.0K (-$46.0K)
Filed 2026-11-02
Stewardship Advisors, LLC
INCREASED
Shares21,515 from 21,288
Change+227 (+1%)
Value$427.7K (-$33.2K)
Filed 2026-10-20
Verus Capital Partners, LLC
DECREASED
Shares20,864 from 28,121
Change-7,257 (-26%)
Value$414.8K (-$194.0K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares20,537 from 12,147
Change+8,390 (+69%)
Value$408.3K (+$145.3K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED
Shares17,937 from 18,024
Change-87 (0%)
Value$356.6K (-$33.6K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares16,273 from 17,059
Change-786 (-5%)
Value$323.5K (-$45.8K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares16,098 from 13,949
Change+2,149 (+15%)
Value$320.0K (+$18.0K)
Filed 2026-10-27
Community Bank & Trust, Waco, Texas
INCREASED
Shares14,946 from 13,635
Change+1,311 (+10%)
Value$297 (-$294.7K)
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
DECREASED
Shares14,574 from 18,335
Change-3,761 (-21%)
Value$289.7K (-$107.2K)
Filed 2026-11-05
Asset Allocation Strategies LLC
INCREASED
Shares14,540 from 14,211
Change+329 (+2%)
Value$289.1K (-$18.6K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares14,392 from 19,725
Change-5,333 (-27%)
Value$286.1K (-$140.9K)
Filed 2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW
Shares13,912
Change+13,912
Value$275.7K
Filed 2026-10-15
Flywheel Private Wealth LLC
DECREASED
Shares13,626 from 13,722
Change-96 (-1%)
Value$270.9K (-$26.2K)
Filed 2026-11-02
Rockland Trust Co
DECREASED
Shares13,232 from 17,015
Change-3,783 (-22%)
Value$263.1K (-$105.3K)
Filed 2026-10-05
Duncker Streett & Co Inc
DECREASED
Shares12,710 from 13,660
Change-950 (-7%)
Value$252.7K (-$43.1K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares12,609 from 11,969
Change+640 (+5%)
Value$250.7K (-$8.4K)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares11,529 from 11,207
Change+322 (+3%)
Value$229.2K (-$13.4K)
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
DECREASED
Shares10,588 from 35,478
Change-24,890 (-70%)
Value$210.5K (-$560.8K)
Filed 2026-10-13
First Citizens Bank & Trust Co
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$208.7K (-$18.6K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
NEW
Shares10,418
Change+10,418
Value$207.1K
Filed 2026-10-21
Friedenthal Financial
INCREASED
Shares10,410 from 10,092
Change+318 (+3%)
Value$207.0K (-$11.5K)
Filed 2026-10-27
City State Bank
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$203.8K (-$18.1K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares10,083 from 10,083
Change0 (0%)
Value$200.5K (-$17.8K)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares6,936 from 201
Change+6,735 (+3351%)
Value$137.9K (+$133.5K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED
Shares6,802 from 6,776
Change+26 (+0%)
Value$134.7K (-$12.0K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares3,426
Change+3,426
Value$68.1K
Filed 2026-10-27
Breakwater Investment Management
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$44.3K (-$3.9K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,782 from 1,782
Change0 (0%)
Value$35.4K (-$3.2K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares1,767 from 1,440
Change+327 (+23%)
Value$35.1K (+$4.0K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
NEW
Shares1,720
Change+1,720
Value$34.2K
Filed 2026-10-30
Concord Wealth Partners
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$31.4K (-$2.8K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
INCREASED
Shares1,430 from 1,389
Change+41 (+3%)
Value$28.4K (-$1.6K)
Filed 2026-10-05
Realta Investment Advisors
DECREASED
Shares1,348 from 1,353
Change-5 (0%)
Value$26.8K (-$2.5K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares1,313 from 1,215
Change+98 (+8%)
Value$26.1K (-$183)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares1,226
Change+1,226
Value$24.4K
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares1,147 from 3,978
Change-2,831 (-71%)
Value$22.8K (-$63.3K)
Filed 2026-10-08
Simplex Trading, LLC
NEW
Shares1,076
Change+1,076
Value$21.4K
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares942 from 939
Change+3 (+0%)
Value$18.7K (-$1.6K)
Filed 2026-10-16
Larson Financial Group LLC
NEW
Shares927
Change+927
Value$18.4K
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$16.2K (-$1.4K)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares715
Change+715
Value$14.2K
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares520 from 498
Change+22 (+4%)
Value$10.3K (-$444)
Filed 2026-10-28
Noble Wealth Management PBC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.9K (-$885)
Filed 2026-10-01
Nova Financial LLC
NEW
Shares405
Change+405
Value$8.1K
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$8.0K (-$690)
Filed 2026-10-29
Archer Investment Corp
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$6.1K (-$545)
Filed 2026-11-05
Winthrop Capital Management, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$5.8K (+$5.8K)
Filed 2026-11-05
Parallel Advisors, LLC
NEW
Shares213
Change+213
Value$4.2K
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$4.2K (-$372)
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares195 from 187
Change+8 (+4%)
Value$3.9K (-$172)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares194 from 122
Change+72 (+59%)
Value$3.9K (+$1.2K)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$3.7K (-$327)
Filed 2026-10-14
Asset Dedication, LLC
NEW
Shares157
Change+157
Value$3.1K
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares149 from 147
Change+2 (+1%)
Value$3.0K (-$216)
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares144 from 170
Change-26 (-15%)
Value$2.9K (-$829)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
DECREASED
Shares127 from 145
Change-18 (-12%)
Value$2.5K (-$607)
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares125
Change+125
Value$2.5K
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$1.8K (-$160)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares84 from 158
Change-74 (-47%)
Value$1.7K (-$1.8K)
Filed 2026-10-21
Biltmore Family Office, LLC
NEW
Shares31
Change+31
Value$616
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares18
Change+18
Value$349
Filed 2026-10-27
Networth Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$324 (-$24)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares0
Change0
Value$3
Filed 2026-10-27
Synergy Asset Management, LLC
CLOSED
Shares0 from 91,316
Change-91,316 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 38,965
Change-38,965 (-100%)
Value$0 (-$843.6K)
Filed 2026-10-09
Independent Financial Group, LLC
CLOSED
Shares0 from 18,935
Change-18,935 (-100%)
Value$0 (-$409.9K)
Filed 2026-10-13
Worth Asset Management, LLC
CLOSED
Shares0 from 12,037
Change-12,037 (-100%)
Value$0 (-$260.6K)
Filed 2026-10-07
Zullo Investment Group, Inc.
CLOSED
Shares0 from 10,225
Change-10,225 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-20
Post Resch Tallon Group Inc.
CLOSED
Shares0 from 10,033
Change-10,033 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-09
Sigma Planning Corp
CLOSED
Shares0 from 9,750
Change-9,750 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-23
Sapient Capital LLC
CLOSED
Shares0 from 9,555
Change-9,555 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-08
Florida Trust Wealth Management Co
CLOSED
Shares0 from 9,433
Change-9,433 (-100%)
Value$0 (-$204.2K)
Filed 2026-11-05
Provident Wealth Management, LLC
CLOSED
Shares0 from 424
Change-424 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 244
Change-244 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-02
Davis Capital Management
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$921)
Filed 2026-10-16
Nfsg Corp
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$152)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 24,079,790
Change-24,079,790 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,388,393
Change-5,388,393 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,272,753
Change-3,272,753 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,962,516
Change-1,962,516 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,330,345
Change-1,330,345 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 955,964
Change-955,964 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 597,579
Change-597,579 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 438,760
Change-438,760 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 385,764
Change-385,764 (-100%)
Value—
Man Group plc
N/A
Shares— from 363,201
Change-363,201 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 355,232
Change-355,232 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 338,938
Change-338,938 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 337,324
Change-337,324 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 272,727
Change-272,727 (-100%)
Value—
&partners
N/A
Shares— from 271,326
Change-271,326 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 256,133
Change-256,133 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 199,509
Change-199,509 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 168,759
Change-168,759 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 158,385
Change-158,385 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 125,111
Change-125,111 (-100%)
Value—
Betterment LLC
N/A
Shares— from 124,234
Change-124,234 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 124,016
Change-124,016 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 107,262
Change-107,262 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 99,144
Change-99,144 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 89,707
Change-89,707 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 88,914
Change-88,914 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 88,187
Change-88,187 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 85,874
Change-85,874 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 83,683
Change-83,683 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 51,765
Change-51,765 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 45,028
Change-45,028 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 43,110
Change-43,110 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,931
Change-39,931 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 39,818
Change-39,818 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 36,427
Change-36,427 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 36,327
Change-36,327 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 32,315
Change-32,315 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 29,561
Change-29,561 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 29,132
Change-29,132 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 28,783
Change-28,783 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 28,615
Change-28,615 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 24,988
Change-24,988 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,606
Change-23,606 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,185
Change-20,185 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 19,076
Change-19,076 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 18,276
Change-18,276 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,156
Change-18,156 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,079
Change-16,079 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,334
Change-15,334 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 15,127
Change-15,127 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,530
Change-14,530 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 14,411
Change-14,411 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,601
Change-13,601 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 13,010
Change-13,010 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 12,432
Change-12,432 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,360
Change-12,360 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,232
Change-12,232 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,918
Change-10,918 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 10,197
Change-10,197 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 9,635
Change-9,635 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,246
Change-9,246 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
FMR LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 788
Change-788 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 597
Change-597 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 348
Change-348 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 270
Change-270 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 80
Change-80 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 77
Change-77 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 64
Change-64 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 37
Change-37 (-100%)
Value—
Status
Vontobel Holding Ltd.
DECREASED360,703368,462-7,759-2%$8.0M$7.2M-$806.4K2026-10-16
Mirae Asset Global Investments Co., Ltd.
UNCHANGED355,000355,00000%$7.7M$7.1M-$628.4K2026-11-03
Evergreen Capital Management LLC
DECREASED262,694266,677-3,983-1%$5.8M$5.2M-$551.2K2026-10-23
Towercrest Capital Management
INCREASED218,407211,860+6,547+3%$4.6M$4.3M-$244.8K2026-10-23
Alliance Wealth Management Group
INCREASED204,919198,661+6,258+3%$4.3M$4.1M-$227.2K2026-10-29
SigFig Wealth Management, LLC
INCREASED194,816190,633+4,183+2%$4.1M$3.9M-$271.4K2026-10-07
Wealth Enhancement Advisory Services, LLC
DECREASED164,800176,774-11,974-7%$3.8M$3.3M-$511.5K2026-10-13
Bank of New York Mellon Corp
DECREASED138,202146,286-8,084-6%$3.2M$2.7M-$419.6K2026-11-05
RFG Advisory, LLC
DECREASED121,301121,883-5820%$2.6M$2.4M-$227.3K2026-11-03
Moneco Advisors, LLC
DECREASED117,609129,755-12,146-9%$2.8M$2.3M-$471.1K2026-11-05
Simplicity Wealth,LLC
INCREASED103,85728,939+74,918+259%$626.5K$2.1M+$1.4M2026-10-23
Sound Income Strategies, LLC
INCREASED100,30585,647+14,658+17%$1.9M$2.0M+$149.8K2026-10-09
Sharper & Granite LLC
INCREASED95,16095,050+110+0%$2.1M$2.0M-$69.0K2026-11-02
Endowment Wealth Management, Inc.
INCREASED90,85877,525+13,333+17%$1.7M$1.8M+$127.8K2026-11-03
Omega Financial Group, LLC
DECREASED81,78685,508-3,722-4%$1.9M$1.6M-$225.3K2026-10-29
Probity Advisors, Inc.
DECREASED75,78975,913-1240%$1.6M$1.5M-$136.8K2026-10-23
Simon Quick Advisors, LLC
DECREASED70,29479,705-9,411-12%$1.7M$1.4M-$328.2K2026-10-26
Fortress Financial Solutions, LLC
NEW65,047—+65,047——$1.3M—2026-10-14
RiverTree Advisors, LLC
INCREASED64,24161,766+2,475+4%$1.3M$1.3M-$60.1K2026-10-13
Annex Advisory Services, LLC
DECREASED60,6764,214,276-4,153,600-99%$91.2M$1.2M-$90.0M2026-10-16
Fifth Third Bancorp
DECREASED56,34964,994-8,645-13%$1.4M$1.1M-$286.9K2026-11-05
City Center Advisors, LLC
INCREASED55,83047,928+7,902+16%$1.0M$1.1M+$72.3K2026-10-08
Robinswood Financial LLC
DECREASED38,12241,376-3,254-8%$895.8K$763.6K-$132.2K2026-10-20
Mission Wealth Management, LP
DECREASED37,35939,849-2,490-6%$862.7K$742.7K-$120.0K2026-10-15
Net Worth Advisory Group
INCREASED29,74429,100+644+2%$630.0K$589.5K-$40.5K2026-10-20
Sowell Financial Services LLC
DECREASED29,43229,492-600%$638.5K$585.1K-$53.4K2026-10-23
Daymark Wealth Partners, LLC
NEW29,222—+29,222——$580.9K—2026-11-04
Concurrent Investment Advisors, LLC
DECREASED25,90661,344-35,438-58%$1.3M$515.0K-$813.1K2026-10-16
Blue Fin Capital, Inc.
DECREASED24,99325,082-890%$543.0K$496.9K-$46.2K2026-10-28
Great Waters Wealth Management
INCREASED23,90323,490+413+2%$508.6K$475.2K-$33.4K2026-10-07
WBH Advisory Inc
DECREASED23,04924,425-1,376-6%$528.8K$458.2K-$70.6K2026-11-05
Auour Investments LLC
INCREASED22,23221,049+1,183+6%$455.7K$442.0K-$13.7K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED22,03422,336-302-1%$484.0K$438.0K-$46.0K2026-11-02
Stewardship Advisors, LLC
INCREASED21,51521,288+227+1%$460.9K$427.7K-$33.2K2026-10-20
Verus Capital Partners, LLC
DECREASED20,86428,121-7,257-26%$608.8K$414.8K-$194.0K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED20,53712,147+8,390+69%$263.0K$408.3K+$145.3K2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED17,93718,024-870%$390.2K$356.6K-$33.6K2026-10-26
Dynamic Advisor Solutions LLC
DECREASED16,27317,059-786-5%$369.3K$323.5K-$45.8K2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED16,09813,949+2,149+15%$302.0K$320.0K+$18.0K2026-10-27
Community Bank & Trust, Waco, Texas
INCREASED14,94613,635+1,311+10%$295.0K$297-$294.7K2026-10-19
Three Bridge Wealth Advisors, LLC
DECREASED14,57418,335-3,761-21%$396.9K$289.7K-$107.2K2026-11-05
Asset Allocation Strategies LLC
INCREASED14,54014,211+329+2%$307.7K$289.1K-$18.6K2026-10-20
Commonwealth Equity Services, LLC
DECREASED14,39219,725-5,333-27%$427.0K$286.1K-$140.9K2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW13,912—+13,912——$275.7K—2026-10-15
Flywheel Private Wealth LLC
DECREASED13,62613,722-96-1%$297.1K$270.9K-$26.2K2026-11-02
Rockland Trust Co
DECREASED13,23217,015-3,783-22%$368.4K$263.1K-$105.3K2026-10-05
Duncker Streett & Co Inc
DECREASED12,71013,660-950-7%$295.7K$252.7K-$43.1K2026-10-27
Kestra Advisory Services, LLC
INCREASED12,60911,969+640+5%$259.1K$250.7K-$8.4K2026-11-02
Venture Visionary Partners LLC
INCREASED11,52911,207+322+3%$242.6K$229.2K-$13.4K2026-10-07
B. Riley Wealth Advisors, Inc.
DECREASED10,58835,478-24,890-70%$771.3K$210.5K-$560.8K2026-10-13
First Citizens Bank & Trust Co
UNCHANGED10,50010,50000%$227.3K$208.7K-$18.6K2026-10-14
Axxcess Wealth Management, LLC
NEW10,418—+10,418——$207.1K—2026-10-21
Friedenthal Financial
INCREASED10,41010,092+318+3%$218.5K$207.0K-$11.5K2026-10-27
City State Bank
UNCHANGED10,25010,25000%$221.9K$203.8K-$18.1K2026-10-20
Laurel OAK Wealth Management, LLC
UNCHANGED10,08310,08300%$218.3K$200.5K-$17.8K2026-10-19
Citigroup Inc
INCREASED6,936201+6,735+3351%$4.4K$137.9K+$133.5K2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED6,8026,776+26+0%$146.7K$134.7K-$12.0K2026-11-02
William Mack & Associates, Inc.
NEW3,426—+3,426——$68.1K—2026-10-27
Breakwater Investment Management
UNCHANGED2,2302,23000%$48.3K$44.3K-$3.9K2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED1,7821,78200%$38.6K$35.4K-$3.2K2026-11-03
CoreCap Advisors, LLC
INCREASED1,7671,440+327+23%$31.2K$35.1K+$4.0K2026-10-08
Provenance Wealth Advisors, LLC
NEW1,720—+1,720——$34.2K—2026-10-30
Concord Wealth Partners
UNCHANGED1,5781,57800%$34.2K$31.4K-$2.8K2026-11-02
Rosenberg Matthew Hamilton
INCREASED1,4301,389+41+3%$30.1K$28.4K-$1.6K2026-10-05
Realta Investment Advisors
DECREASED1,3481,353-50%$29.3K$26.8K-$2.5K2026-10-14
Cape Investment Advisory, Inc.
INCREASED1,3131,215+98+8%$26.3K$26.1K-$1832026-10-13
Balance Wealth Partners LLC
NEW1,226—+1,226——$24.4K—2026-10-27
Farther Finance Advisors, LLC
DECREASED1,1473,978-2,831-71%$86.1K$22.8K-$63.3K2026-10-08
Simplex Trading, LLC
NEW1,076—+1,076——$21.4K—2026-11-04
IFP Advisors, Inc
INCREASED942939+3+0%$20.3K$18.7K-$1.6K2026-10-16
Larson Financial Group LLC
NEW927—+927——$18.4K—2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED81081000%$17.6K$16.2K-$1.4K2026-10-29
Jacobi Capital Management LLC
NEW715—+715——$14.2K—2026-11-05
TD Private Client Wealth LLC
INCREASED520498+22+4%$10.8K$10.3K-$4442026-10-28
Noble Wealth Management PBC
UNCHANGED50050000%$10.8K$9.9K-$8852026-10-01
Nova Financial LLC
NEW405—+405——$8.1K—2026-11-04
Salomon & Ludwin, LLC
UNCHANGED40440400%$8.7K$8.0K-$6902026-10-29
Archer Investment Corp
UNCHANGED30830800%$6.7K$6.1K-$5452026-11-05
Winthrop Capital Management, LLC
UNCHANGED29229200%$6$5.8K+$5.8K2026-11-05
Parallel Advisors, LLC
NEW213—+213——$4.2K—2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED21021000%$4.5K$4.2K-$3722026-10-09
Blue Trust, Inc.
INCREASED195187+8+4%$4.0K$3.9K-$1722026-10-15
Spire Wealth Management
INCREASED194122+72+59%$2.6K$3.9K+$1.2K2026-10-30
Triumph Capital Management
UNCHANGED18518500%$4.0K$3.7K-$3272026-10-14
Asset Dedication, LLC
NEW157—+157——$3.1K—2026-11-03
Golden State Wealth Management, LLC
INCREASED149147+2+1%$3.2K$3.0K-$2162026-11-02
Buck Wealth Strategies, LLC
DECREASED144170-26-15%$3.7K$2.9K-$8292026-10-28
EverSource Wealth Advisors, LLC
DECREASED127145-18-12%$3.1K$2.5K-$6072026-11-04
Rossby Financial, LCC
NEW125—+125——$2.5K—2026-11-05
Creative Financial Designs Inc
UNCHANGED909000%$1.9K$1.8K-$1602026-11-04
Assetmark, Inc
DECREASED84158-74-47%$3.4K$1.7K-$1.8K2026-10-21
Biltmore Family Office, LLC
NEW31—+31——$616—2026-11-03
Birch Financial Group, LLC
NEW18—+18——$349—2026-10-27
Networth Advisors, LLC
UNCHANGED161600%$348$324-$242026-11-03
Latitude Advisors, LLC
NEW0—0——$3—2026-10-27
Synergy Asset Management, LLC
CLOSED091,316-91,316-100%$2.0M$0-$2.0M2026-11-05
Legacy Wealth Asset Management, LLC
CLOSED038,965-38,965-100%$843.6K$0-$843.6K2026-10-09
Independent Financial Group, LLC
CLOSED018,935-18,935-100%$409.9K$0-$409.9K2026-10-13
Worth Asset Management, LLC
CLOSED012,037-12,037-100%$260.6K$0-$260.6K2026-10-07
Zullo Investment Group, Inc.
CLOSED010,225-10,225-100%$221.4K$0-$221.4K2026-10-20
Post Resch Tallon Group Inc.
CLOSED010,033-10,033-100%$217.2K$0-$217.2K2026-10-09
Sigma Planning Corp
CLOSED09,750-9,750-100%$211.1K$0-$211.1K2026-10-23
Sapient Capital LLC
CLOSED09,555-9,555-100%$206.9K$0-$206.9K2026-10-08
Florida Trust Wealth Management Co
CLOSED09,433-9,433-100%$204.2K$0-$204.2K2026-11-05
Provident Wealth Management, LLC
CLOSED0424-424-100%$9.2K$0-$9.2K2026-10-20
International Assets Investment Management, LLC
CLOSED0244-244-100%$5.3K$0-$5.3K2026-11-02
Davis Capital Management
CLOSED0171-171-100%$3.7K$0-$3.7K2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0124-124-100%$2.7K$0-$2.7K2026-10-14
Cornerstone Planning Group LLC
CLOSED044-44-100%$921$0-$9212026-10-16
Nfsg Corp
CLOSED07-7-100%$152$0-$1522026-10-15
Bank of America Corp
N/A—24,079,790-24,079,790-100%$521.3M———
UBS Group AG
N/A—5,388,393-5,388,393-100%$116.7M———
Invesco Ltd.
N/A—3,272,753-3,272,753-100%$70.9M———
Wells Fargo & Company
N/A—1,962,516-1,962,516-100%$42.5M———
Syon Capital LLC
N/A—1,330,345-1,330,345-100%$28.8M———
UBS Asset Management Americas LLC
N/A—955,964-955,964-100%$20.7M———
LPL Financial LLC
N/A—597,579-597,579-100%$12.9M———
Morgan Stanley
N/A—438,760-438,760-100%$9.5M———
Cetera Investment Advisers
N/A—385,764-385,764-100%$8.4M———
Man Group plc
N/A—363,201-363,201-100%$7.9M———
Advisors Preferred, LLC
N/A—355,232-355,232-100%$7.7M———
Waverly Advisors, LLC
N/A—338,938-338,938-100%$7.3M———
BlackRock, Inc.
N/A—337,324-337,324-100%$7.3M———
Raymond James Financial Inc
N/A—272,727-272,727-100%$5.9M———
&partners
N/A—271,326-271,326-100%$5.9M———
Ameriprise Financial Inc
N/A—256,133-256,133-100%$5.5M———
Wealthfront Advisers LLC
N/A—199,509-199,509-100%$4.3M———
Susquehanna International Group, LLP
N/A—168,759-168,759-100%$3.7M———
Envestnet Asset Management Inc
N/A—158,385-158,385-100%$3.4M———
National Bank of Canada
N/A—125,111-125,111-100%$2.7M———
Betterment LLC
N/A—124,234-124,234-100%$2.7M———
Cerity Partners LLC
N/A—124,016-124,016-100%$1.3M———
Royal Bank of Canada
N/A—107,262-107,262-100%$2.3M———
Stifel Financial Corp
N/A—99,144-99,144-100%$2.1M———
World Investment Advisors
N/A—89,707-89,707-100%$1.9M———
Osaic Holdings, Inc.
N/A—88,914-88,914-100%$1.9M———
Ausdal Financial Partners, Inc.
N/A—88,187-88,187-100%$1.9M———
Jones Financial Companies Lllp
N/A—85,874-85,874-100%$1.9M———
Janney Montgomery Scott LLC
N/A—83,683-83,683-100%$1.8M———
Kintra Wealth, LLC
N/A—51,765-51,765-100%$1.1M———
MML Investors Services, LLC
N/A—45,028-45,028-100%$974.9K———
Tidal Investments LLC
N/A—43,110-43,110-100%$933.3K———
JPMorgan Chase & Co
N/A—39,931-39,931-100%$868.1K———
Red Wave Investments LLC
N/A—39,818-39,818-100%$862.1K———
Sanctuary Advisors, LLC
N/A—36,427-36,427-100%$788.6K———
Wealthspire Advisors, LLC
N/A—36,327-36,327-100%$786.5K———
Northwestern Mutual Wealth Management Co
N/A—32,315-32,315-100%$699.6K———
OneAscent Financial Services LLC
N/A—29,561-29,561-100%$640.0K———
Private Advisor Group, LLC
N/A—29,132-29,132-100%$630.7K———
Mainstay Capital Management LLC
N/A—28,783-28,783-100%$623.2K———
SGL Investment Advisors, Inc.
N/A—28,615-28,615-100%$604.3K———
Crabel Capital Management, LLC
N/A—24,988-24,988-100%$541.0K———
Rockefeller Capital Management L.P.
N/A—23,606-23,606-100%$511.1K———
Quantinno Capital Management LP
N/A—20,185-20,185-100%$437.0K———
Calton & Associates, Inc.
N/A—19,076-19,076-100%$413.0K———
Prosperity Consulting Group, LLC
N/A—18,276-18,276-100%$395.7K———
Arax Advisory Partners
N/A—18,156-18,156-100%$393.1K———
Sequoia Financial Advisors, LLC
N/A—16,079-16,079-100%$348.1K———
Integrated Wealth Concepts LLC
N/A—15,334-15,334-100%$332.0K———
Arete Wealth Advisors, LLC
N/A—15,127-15,127-100%$327.5K———
Goldman Sachs Group Inc
N/A—14,530-14,530-100%$314.6K———
WFA of San Diego, LLC
N/A—14,411-14,411-100%$306.5K———
HRT Financial LP
N/A—13,601-13,601-100%$294.0K———
RPg Family Wealth Advisory, LLC
N/A—13,010-13,010-100%$281.7K———
Risk Paradigm Group, LLC
N/A—12,432-12,432-100%$269.2K———
Global Retirement Partners, LLC
N/A—12,360-12,360-100%$267.6K———
Steward Partners Investment Advisory, LLC
N/A—12,232-12,232-100%$264.8K———
Advisory Services Network, LLC
N/A—11,845-11,845-100%$256.4K———
MAI Capital Management
N/A—10,918-10,918-100%$236.4K———
Sequent Planning LLC
N/A—10,197-10,197-100%$220.8K———
IMA Advisory Services, Inc.
N/A—10,121-10,121-100%$219.1K———
First Trust Advisors LP
N/A—9,635-9,635-100%$208.6K———
Mercer Global Advisors Inc
N/A—9,246-9,246-100%$200.2K———
Blair William & Co
N/A—8,023-8,023-100%$173.7K———
PNC Financial Services Group, Inc.
N/A—5,083-5,083-100%$110.0K———
Bank of Montreal
N/A—4,300-4,300-100%$93.1K———
BNP Paribas Financial Markets
N/A—3,951-3,951-100%$85.5K———
Geneos Wealth Management Inc.
N/A—3,076-3,076-100%$66.6K———
AE Wealth Management LLC
N/A—2,326-2,326-100%$50.4K———
Truvestments Capital LLC
N/A—2,119-2,119-100%$42.8K———
Harbour Investments, Inc.
N/A—1,695-1,695-100%$36.7K———
Founders Financial Alliance, LLC
N/A—1,439-1,439-100%$31.2K———
BFC Planning, Inc.
N/A—1,430-1,430-100%$31.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,430-1,430-100%$31.0K———
SOA Wealth Advisors, Llc.
N/A—1,284-1,284-100%$27.8K———
Keating Financial Advisory Services, Inc.
N/A—1,182-1,182-100%$25.6K———
FMR LLC
N/A—794-794-100%$17.2K———
Institute for Wealth Management, Llc.
N/A—788-788-100%$17.1K———
Tidemark, LLC
N/A—613-613-100%$13.3K———
Aptus Capital Advisors, LLC
N/A—601-601-100%$13.0K———
Huntington National Bank
N/A—597-597-100%$12.9K———
Sachetta, LLC
N/A—591-591-100%$12.8K———
Continuum Advisory, LLC
N/A—579-579-100%$12.5K———
Fourth Dimension Wealth, LLC
N/A—501-501-100%$10.8K———
Delta Asset Management LLC
N/A—467-467-100%$10.1K———
NewEdge Advisors, LLC
N/A—442-442-100%$9.6K———
Front Row Advisors LLC
N/A—410-410-100%$8.7K———
Smartleaf Asset Management LLC
N/A—410-410-100%$8.9K———
Copia Wealth Management
N/A—348-348-100%$7.5K———
Allworth Financial LP
N/A—270-270-100%$5.8K———
Westfuller Advisors, LLC
N/A—219-219-100%$4.7K———
IFG Advisory, LLC
N/A—179-179-100%$3.9K———
Cypress Capital Management LLC (WY)
N/A—80-80-100%$1.7K———
Strategic Wealth Partners, Ltd.
N/A—77-77-100%$1.7K———
SHP Wealth Management
N/A—64-64-100%$1.4K———
HighMark Wealth Management LLC
N/A—51-51-100%$1.1K———
Hollencrest Capital Management
N/A—37-37-100%$801———
Showing 207 of 207 institutions