Invesco S&P Smallcap LOW VOL (XSLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Armbruster Capital Management, Inc.

INCREASED

Shares268,645 from 265,916

Change+2,729 (+1%)

Value$13.1M (-$788.0K)

Filed 2026-10-19

Brookstone Capital Management

DECREASED

Shares176,869 from 180,922

Change-4,053 (-2%)

Value$8.7M (-$825.4K)

Filed 2026-10-22

LPL Financial LLC

DECREASED

Shares158,580 from 165,135

Change-6,555 (-4%)

Value$7.8M (-$893.2K)

Filed 2026-11-06

CX Institutional

INCREASED

Shares153,311 from 323

Change+152,988 (+47365%)

Value$7.5K (+$7.5K)

Filed 2026-10-02

Eagle Bluffs Wealth Management LLC

INCREASED

Shares104,947 from 103,862

Change+1,085 (+1%)

Value$5.1M (-$306.9K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

INCREASED

Shares32,466 from 32,432

Change+34 (+0%)

Value$1.6M (-$110.8K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares26,403 from 26,236

Change+167 (+1%)

Value$1.3M (-$84.9K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares22,660 from 24,055

Change-1,395 (-6%)

Value$1.1M (-$152.0K)

Filed 2026-11-02

Sculati Wealth Management, LLC

DECREASED

Shares17,639 from 17,779

Change-140 (-1%)

Value$866.3K (-$91.4K)

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares16,610 from 14,936

Change+1,674 (+11%)

Value$812.9K (+$30.2K)

Filed 2026-10-30

Eagle Strategies LLC

INCREASED

Shares13,565 from 13,437

Change+128 (+1%)

Value$663.9K (-$40.3K)

Filed 2026-10-16

Baldwin Wealth Partners LLC

UNCHANGED

Shares11,693 from 11,693

Change0 (0%)

Value$572.3K (-$40.5K)

Filed 2026-10-13

Symmetry Partners, LLC

DECREASED

Shares8,641 from 8,706

Change-65 (-1%)

Value$422.9K (-$33.4K)

Filed 2026-10-27

TopTier Wealth Management, LLC

INCREASED

Shares6,669 from 6,620

Change+49 (+1%)

Value$326.4K (-$20.6K)

Filed 2026-10-16

Creative Planning

DECREASED

Shares5,762 from 5,774

Change-12 (0%)

Value$282.0K (-$20.6K)

Filed 2026-11-02

Choreo, LLC

INCREASED

Shares5,589 from 5,574

Change+15 (+0%)

Value$273.6K (-$18.6K)

Filed 2026-10-28

Legacy Trust

UNCHANGED

Shares5,570 from 5,570

Change0 (0%)

Value$282.7K (-$9.2K)

Filed 2026-11-06

Kestra Advisory Services, LLC

DECREASED

Shares5,017 from 5,091

Change-74 (-1%)

Value$245.6K (-$21.2K)

Filed 2026-11-02

McNaughton Wealth Management, LLC

UNCHANGED

Shares4,794 from 4,794

Change0 (0%)

Value$234.6K (-$16.6K)

Filed 2026-10-09

Berman McAleer LLC

UNCHANGED

Shares4,572 from 4,572

Change0 (0%)

Value$223.8K (-$15.8K)

Filed 2026-10-16

Portland Financial Advisors Inc

UNCHANGED

Shares4,108 from 4,108

Change0 (0%)

Value$201.1K (-$14.2K)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares2,709 from 2,709

Change0 (0%)

Value$132.6K (-$9.4K)

Filed 2026-10-20

Fifth Third Bancorp

DECREASED

Shares2,141 from 2,425

Change-284 (-12%)

Value$104.8K (-$22.3K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares1,377 from 1,386

Change-9 (-1%)

Value$67.4K (-$5.2K)

Filed 2026-10-08

Lodestone Wealth Management LLC

UNCHANGED

Shares1,093 from 1,093

Change0 (0%)

Value$53.5K (-$3.8K)

Filed 2026-10-14

IMG Wealth Management, Inc.

UNCHANGED

Shares832 from 832

Change0 (0%)

Value$40.7K (-$2.9K)

Filed 2026-10-27

PNC Financial Services Group, Inc.

DECREASED

Shares761 from 775

Change-14 (-2%)

Value$37.2K (-$3.4K)

Filed 2026-11-06

10Elms LLP

DECREASED

Shares603 from 751

Change-148 (-20%)

Value$29.5K (-$9.9K)

Filed 2026-11-06

Russell Investments Group, Ltd.

NEW

Shares595

Change+595

Value$29.1K

Filed 2026-11-06

City State Bank

UNCHANGED

Shares426 from 426

Change0 (0%)

Value$20.9K (-$1.5K)

Filed 2026-10-20

Larson Financial Group LLC

DECREASED

Shares289 from 310

Change-21 (-7%)

Value$14.1K (-$2.1K)

Filed 2026-11-05

Capital Investment Advisory Services, LLC

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$13.2K (-$935)

Filed 2026-10-30

Golden State Wealth Management, LLC

DECREASED

Shares173 from 174

Change-1 (-1%)

Value$8.5K (-$652)

Filed 2026-11-02

JFS Wealth Advisors, LLC

UNCHANGED

Shares158 from 158

Change0 (0%)

Value$7.7K (-$547)

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$7.1K (-$502)

Filed 2026-10-08

Latitude Advisors, LLC

NEW

Shares105

Change+105

Value$5.1K

Filed 2026-10-27

Hilton Head Capital Partners, LLC

INCREASED

Shares83 from 82

Change+1 (+1%)

Value$4.0K (-$245)

Filed 2026-10-23

Assetmark, Inc

DECREASED

Shares41 from 54

Change-13 (-24%)

Value$2.0K (-$823)

Filed 2026-10-21

Blue Trust, Inc.

INCREASED

Shares39 from 38

Change+1 (+3%)

Value$1.9K (-$114)

Filed 2026-10-15

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$1.8K (-$125)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$996 ($0)

Filed 2026-11-06

Laurel Wealth Advisors LLC

NEW

Shares13

Change+13

Value$637

Filed 2026-10-27

Compass Financial Management LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$245 (-$17)

Filed 2026-10-30

Roxbury Financial LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$47 (-$3)

Filed 2026-10-01

SteelPeak Wealth, LLC

CLOSED

Shares0 from 10,564

Change-10,564 (-100%)

Value$0 (-$553.7K)

Filed 2026-10-16

RDA Financial Network

CLOSED

Shares0 from 4,713

Change-4,713 (-100%)

Value$0 (-$247.0K)

Filed 2026-10-15

Advisor OS, LLC

CLOSED

Shares0 from 3,952

Change-3,952 (-100%)

Value$0 (-$207.1K)

Filed 2026-11-03

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 3,416

Change-3,416 (-100%)

Value$0 (-$179.0K)

Filed 2026-10-29

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 267

Change-267 (-100%)

Value$0 (-$14.0K)

Filed 2026-11-06

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$345)

Filed 2026-10-26

Bank of America Corp

N/A

Shares— from 177,847

Change-177,847 (-100%)

Value—

UBS Group AG

N/A

Shares— from 171,333

Change-171,333 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 124,835

Change-124,835 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 96,789

Change-96,789 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 61,996

Change-61,996 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 50,030

Change-50,030 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 48,779

Change-48,779 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 41,097

Change-41,097 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 41,013

Change-41,013 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 38,858

Change-38,858 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 36,497

Change-36,497 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 34,500

Change-34,500 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 27,523

Change-27,523 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 24,938

Change-24,938 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,450

Change-15,450 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 14,255

Change-14,255 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,873

Change-12,873 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 12,493

Change-12,493 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 11,360

Change-11,360 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 11,194

Change-11,194 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 10,019

Change-10,019 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 8,699

Change-8,699 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 7,737

Change-7,737 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,076

Change-7,076 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,312

Change-6,312 (-100%)

Value—

American Financial Advisors, LLC

N/A

Shares— from 6,095

Change-6,095 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 5,234

Change-5,234 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 5,081

Change-5,081 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,993

Change-4,993 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 4,881

Change-4,881 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 4,755

Change-4,755 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,646

Change-4,646 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

SlateStone Wealth, LLC

N/A

Shares— from 4,423

Change-4,423 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 4,090

Change-4,090 (-100%)

Value—

Avant Capital LLC

N/A

Shares— from 4,076

Change-4,076 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,381

Change-1,381 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,147

Change-1,147 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 850

Change-850 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 850

Change-850 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 700

Change-700 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 449

Change-449 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 446

Change-446 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 276

Change-276 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 225

Change-225 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 187

Change-187 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 84

Change-84 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 68

Change-68 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Blair William & Co

N/A

Shares— from 42

Change-42 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 32

Change-32 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Armbruster Capital Management, Inc.	INCREASED	268,645	265,916	+2,729	+1%	$13.9M	$13.1M	-$788.0K	2026-10-19
Brookstone Capital Management	DECREASED	176,869	180,922	-4,053	-2%	$9.5M	$8.7M	-$825.4K	2026-10-22
LPL Financial LLC	DECREASED	158,580	165,135	-6,555	-4%	$8.7M	$7.8M	-$893.2K	2026-11-06
CX Institutional	INCREASED	153,311	323	+152,988	+47365%	$17	$7.5K	+$7.5K	2026-10-02
Eagle Bluffs Wealth Management LLC	INCREASED	104,947	103,862	+1,085	+1%	$5.4M	$5.1M	-$306.9K	2026-10-20
Commonwealth Equity Services, LLC	INCREASED	32,466	32,432	+34	+0%	$1.7M	$1.6M	-$110.8K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	26,403	26,236	+167	+1%	$1.4M	$1.3M	-$84.9K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	22,660	24,055	-1,395	-6%	$1.3M	$1.1M	-$152.0K	2026-11-02
Sculati Wealth Management, LLC	DECREASED	17,639	17,779	-140	-1%	$957.6K	$866.3K	-$91.4K	2026-10-19
Truist Financial Corp	INCREASED	16,610	14,936	+1,674	+11%	$782.8K	$812.9K	+$30.2K	2026-10-30
Eagle Strategies LLC	INCREASED	13,565	13,437	+128	+1%	$704.2K	$663.9K	-$40.3K	2026-10-16
Baldwin Wealth Partners LLC	UNCHANGED	11,693	11,693	0	0%	$612.8K	$572.3K	-$40.5K	2026-10-13
Symmetry Partners, LLC	DECREASED	8,641	8,706	-65	-1%	$456.3K	$422.9K	-$33.4K	2026-10-27
TopTier Wealth Management, LLC	INCREASED	6,669	6,620	+49	+1%	$347.0K	$326.4K	-$20.6K	2026-10-16
Creative Planning	DECREASED	5,762	5,774	-12	0%	$302.6K	$282.0K	-$20.6K	2026-11-02
Choreo, LLC	INCREASED	5,589	5,574	+15	+0%	$292.1K	$273.6K	-$18.6K	2026-10-28
Legacy Trust	UNCHANGED	5,570	5,570	0	0%	$291.9K	$282.7K	-$9.2K	2026-11-06
Kestra Advisory Services, LLC	DECREASED	5,017	5,091	-74	-1%	$266.8K	$245.6K	-$21.2K	2026-11-02
McNaughton Wealth Management, LLC	UNCHANGED	4,794	4,794	0	0%	$251.2K	$234.6K	-$16.6K	2026-10-09
Berman McAleer LLC	UNCHANGED	4,572	4,572	0	0%	$239.6K	$223.8K	-$15.8K	2026-10-16
Portland Financial Advisors Inc	UNCHANGED	4,108	4,108	0	0%	$215.3K	$201.1K	-$14.2K	2026-10-26
Private Trust Co NA	UNCHANGED	2,709	2,709	0	0%	$142.0K	$132.6K	-$9.4K	2026-10-20
Fifth Third Bancorp	DECREASED	2,141	2,425	-284	-12%	$127.1K	$104.8K	-$22.3K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	1,377	1,386	-9	-1%	$72.6K	$67.4K	-$5.2K	2026-10-08
Lodestone Wealth Management LLC	UNCHANGED	1,093	1,093	0	0%	$57.3K	$53.5K	-$3.8K	2026-10-14
IMG Wealth Management, Inc.	UNCHANGED	832	832	0	0%	$43.6K	$40.7K	-$2.9K	2026-10-27
PNC Financial Services Group, Inc.	DECREASED	761	775	-14	-2%	$40.6K	$37.2K	-$3.4K	2026-11-06
10Elms LLP	DECREASED	603	751	-148	-20%	$39.4K	$29.5K	-$9.9K	2026-11-06
Russell Investments Group, Ltd.	NEW	595	—	+595	—	—	$29.1K	—	2026-11-06
City State Bank	UNCHANGED	426	426	0	0%	$22.3K	$20.9K	-$1.5K	2026-10-20
Larson Financial Group LLC	DECREASED	289	310	-21	-7%	$16.2K	$14.1K	-$2.1K	2026-11-05
Capital Investment Advisory Services, LLC	UNCHANGED	270	270	0	0%	$14.2K	$13.2K	-$935	2026-10-30
Golden State Wealth Management, LLC	DECREASED	173	174	-1	-1%	$9.1K	$8.5K	-$652	2026-11-02
JFS Wealth Advisors, LLC	UNCHANGED	158	158	0	0%	$8.3K	$7.7K	-$547	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	145	145	0	0%	$7.6K	$7.1K	-$502	2026-10-08
Latitude Advisors, LLC	NEW	105	—	+105	—	—	$5.1K	—	2026-10-27
Hilton Head Capital Partners, LLC	INCREASED	83	82	+1	+1%	$4.3K	$4.0K	-$245	2026-10-23
Assetmark, Inc	DECREASED	41	54	-13	-24%	$2.8K	$2.0K	-$823	2026-10-21
Blue Trust, Inc.	INCREASED	39	38	+1	+3%	$2.0K	$1.9K	-$114	2026-10-15
Dhjj Financial Advisors, Ltd.	UNCHANGED	36	36	0	0%	$1.9K	$1.8K	-$125	2026-10-23
Allworth Financial LP	UNCHANGED	19	19	0	0%	$996	$996	$0	2026-11-06
Laurel Wealth Advisors LLC	NEW	13	—	+13	—	—	$637	—	2026-10-27
Compass Financial Management LLC	UNCHANGED	5	5	0	0%	$262	$245	-$17	2026-10-30
Roxbury Financial LLC	UNCHANGED	1	1	0	0%	$50	$47	-$3	2026-10-01
SteelPeak Wealth, LLC	CLOSED	0	10,564	-10,564	-100%	$553.7K	$0	-$553.7K	2026-10-16
RDA Financial Network	CLOSED	0	4,713	-4,713	-100%	$247.0K	$0	-$247.0K	2026-10-15
Advisor OS, LLC	CLOSED	0	3,952	-3,952	-100%	$207.1K	$0	-$207.1K	2026-11-03
Spectrum Wealth Advisory Group, LLC	CLOSED	0	3,416	-3,416	-100%	$179.0K	$0	-$179.0K	2026-10-29
Institute for Wealth Management, Llc.	CLOSED	0	267	-267	-100%	$14.0K	$0	-$14.0K	2026-11-06
Vermillion Wealth Management, Inc.	CLOSED	0	7	-7	-100%	$345	$0	-$345	2026-10-26
Bank of America Corp	N/A	—	177,847	-177,847	-100%	$9.3M	—	—	—
UBS Group AG	N/A	—	171,333	-171,333	-100%	$9.0M	—	—	—
Morgan Stanley	N/A	—	124,835	-124,835	-100%	$6.5M	—	—	—
Wells Fargo & Company	N/A	—	96,789	-96,789	-100%	$5.1M	—	—	—
Cetera Investment Advisers	N/A	—	61,996	-61,996	-100%	$3.2M	—	—	—
Jones Financial Companies Lllp	N/A	—	50,030	-50,030	-100%	$2.6M	—	—	—
Raymond James Financial Inc	N/A	—	48,779	-48,779	-100%	$2.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	41,097	-41,097	-100%	$2.2M	—	—	—
Arax Advisory Partners	N/A	—	41,013	-41,013	-100%	$2.1M	—	—	—
Mercer Global Advisors Inc	N/A	—	38,858	-38,858	-100%	$2.0M	—	—	—
Royal Bank of Canada	N/A	—	36,497	-36,497	-100%	$1.9M	—	—	—
Two Sigma Investments, LP	N/A	—	34,500	-34,500	-100%	$1.8M	—	—	—
Private Advisor Group, LLC	N/A	—	27,523	-27,523	-100%	$1.4M	—	—	—
Virtu Financial LLC	N/A	—	24,938	-24,938	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	15,450	-15,450	-100%	$810.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	14,255	-14,255	-100%	$747.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,873	-12,873	-100%	$674.7K	—	—	—
Ameriprise Financial Inc	N/A	—	12,493	-12,493	-100%	$654.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	11,360	-11,360	-100%	$595.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	11,194	-11,194	-100%	$586.6K	—	—	—
Arkadios Wealth Advisors	N/A	—	10,019	-10,019	-100%	$525.1K	—	—	—
Goldman Sachs Group Inc	N/A	—	8,699	-8,699	-100%	$455.9K	—	—	—
Citadel Advisors LLC	N/A	—	7,737	-7,737	-100%	$405.5K	—	—	—
Mariner, LLC	N/A	—	7,076	-7,076	-100%	$370.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,312	-6,312	-100%	$330.8K	—	—	—
American Financial Advisors, LLC	N/A	—	6,095	-6,095	-100%	$319.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	5,234	-5,234	-100%	$274.0K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	5,081	-5,081	-100%	$266.3K	—	—	—
Stifel Financial Corp	N/A	—	4,993	-4,993	-100%	$261.7K	—	—	—
Waverly Advisors, LLC	N/A	—	4,881	-4,881	-100%	$255.8K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	4,755	-4,755	-100%	$249.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,646	-4,646	-100%	$243.5K	—	—	—
Harvest Investment Services, LLC	N/A	—	4,500	-4,500	-100%	$235.9K	—	—	—
SlateStone Wealth, LLC	N/A	—	4,423	-4,423	-100%	$232.0K	—	—	—
SageView Advisory Group, LLC	N/A	—	4,090	-4,090	-100%	$214.3K	—	—	—
Avant Capital LLC	N/A	—	4,076	-4,076	-100%	$213.6K	—	—	—
Harbour Investments, Inc.	N/A	—	1,381	-1,381	-100%	$72.4K	—	—	—
FMR LLC	N/A	—	1,147	-1,147	-100%	$60.1K	—	—	—
BlackRock, Inc.	N/A	—	850	-850	-100%	$44.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	850	-850	-100%	$44.5K	—	—	—
Ancora Advisors LLCA	N/A	—	700	-700	-100%	$36.7K	—	—	—
JPMorgan Chase & Co	N/A	—	449	-449	-100%	$23.5K	—	—	—
Harborfront Financial Group LLC	N/A	—	446	-446	-100%	$23.4K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	276	-276	-100%	$14.5K	—	—	—
Front Row Advisors LLC	N/A	—	225	-225	-100%	$12.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	187	-187	-100%	$9.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	84	-84	-100%	$4.4K	—	—	—
Heritage Wealth Advisors	N/A	—	68	-68	-100%	$3.6K	—	—	—
Darwin Wealth Management, LLC	N/A	—	43	-43	-100%	$2.3K	—	—	—
Blair William & Co	N/A	—	42	-42	-100%	$2.2K	—	—	—
Vanguard Advisers Inc	N/A	—	32	-32	-100%	$1.7K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$52	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1	-1	-100%	$52	—	—	—

Showing 103 of 103 institutions