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Invesco Senior Loan ETF (BKLN)

CUSIP: 46138G508 | NYSE | 1603 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Ocean Park Asset Management, LLC18,985,304
23.5% of portfolio›$387.9M
Assetmark, Inc4,719,195
0.2% of portfolio›$96.4M
CIBC Asset Management Inc4,205,952
0.2% of portfolio›$85.9M
Ninety One UK Ltd3,106,718
0.1% of portfolio›$63.5M
Bank of New York Mellon Corp2,717,621
0.0% of portfolio›$55.5M
Calamos Advisors LLC1,654,787
0.1% of portfolio›$33.8M
New York Life Investment Management LLC1,269,558
0.2% of portfolio›$25.9M
Ironwood Wealth Management, Inc.1,267,369
11.0% of portfolio›$26.0M
Adventist Health System Sunbelt Healthcare Corp979,500
0.5% of portfolio›$20.0M
Donoghue Forlines LLC954,466
4.9% of portfolio›$19.5M
Diversify Advisory Services, LLC928,138
0.3% of portfolio›$19.0M
Diversify Wealth Management, LLC928,138
0.3% of portfolio›$19.0M
Catalyst Capital Advisors LLC901,688
0.3% of portfolio›$18.4M
Park Avenue Securities LLC863,487
0.3% of portfolio›$17.6M
D.A. Davidson & Co.825,261
0.1% of portfolio›$16.9M
Wealthcare Advisory Partners LLC756,045
0.3% of portfolio›$15.4M
Exchange Traded Concepts, LLC721,104
0.1% of portfolio›$14.7M
RFG Holdings, Inc.608,733
2.6% of portfolio›$12.4M
Mechanics Bank Trust Department532,908
1.4% of portfolio›$10.9M
Form Wealth Advisors, LLC499,198
1.1% of portfolio›$10.2M
Matthew Goff Investment Advisor, LLC482,790
1.5% of portfolio›$9.9M
WT Wealth Management478,539
2.7% of portfolio›$9.8M
Fortitude Family Office, LLC468,724
1.6% of portfolio›$9.6M
Angeles Wealth Management, LLC461,095
0.4% of portfolio›$9.4M
Simplicity Wealth,LLC416,938
0.2% of portfolio›$8.5M
Prevail Innovative Wealth Advisors, LLC392,973
1.0% of portfolio›$8.1M
AdvisorNet Financial, Inc380,907
0.4% of portfolio›$7.8M
TigerOak Management, L.L.C.322,212
1.7% of portfolio›$6.6M
Cordoba Advisory Partners LLC310,288
0.8% of portfolio›$6.3M
Grimes & Co Wealth Management, LLC307,984
0.1% of portfolio›$6.3M
Nvwm, LLC307,790
1.2% of portfolio›$6.3M
Truist Financial Corp306,311
0.0% of portfolio›$6.3M
Cambridge Investment Research Advisors, Inc.273,323
0.0% of portfolio›$5.6M
Kestra Advisory Services, LLC271,753
0.0% of portfolio›$5.6M
Mirae Asset Global Investments Co., Ltd.267,516
0.0% of portfolio›$5.5M
TD Private Client Wealth LLC253,866
0.1% of portfolio›$5.2M
Creative Financial Designs Inc251,910
0.2% of portfolio›$5.1M
Commonwealth Equity Services, LLC246,815
0.0% of portfolio›$5.0M
Financial Advisory Partners, LLC242,789
1.3% of portfolio›$5.0M
Concurrent Investment Advisors, LLC241,505
0.0% of portfolio›$4.9M
J.Safra Asset Management Corp236,388
0.2% of portfolio›$4.8M
Wedbush Securities Inc234,980
0.0% of portfolio›$4.8K
First Citizens Bank & Trust Co230,923
0.1% of portfolio›$4.7M
Auour Investments LLC212,078
1.2% of portfolio›$4.3M
Diversified Portfolios, Inc.196,606
0.3% of portfolio›$4.0M
Riggs Asset Managment Co. Inc.190,036
0.7% of portfolio›$3.9M
Signature Estate & Investment Advisors LLC179,222
0.1% of portfolio›$3.7M
Blue Fin Capital, Inc.178,253
0.5% of portfolio›$3.6M
Regatta Capital Group, LLC173,901
0.4% of portfolio›$3.6M
Florin Court Capital LLP173,200
3.6% of portfolio›$3.5M
Appleton Partners Inc170,677
0.5% of portfolio›$3.5M
Fiduciary Financial Group, LLC169,999
0.4% of portfolio›$3.5M
Ti-Trust, Inc156,536
1.8% of portfolio›$3.2M
Old Port Advisors153,133
0.6% of portfolio›$3.1M
Virtue Capital Management, LLC152,773
0.4% of portfolio›$3.1M
Charles Schwab Trust Co147,036
0.2% of portfolio›$3.0M
Adell Harriman & Carpenter Inc146,053
0.1% of portfolio›$3.0M
IFG Advisors, LLC144,227
0.4% of portfolio›$2.9M
Ascentis Independent Advisors142,427
0.2% of portfolio›$2.9M
Guardian Asset Advisors, LLC140,167
1.3% of portfolio›$2.9M
Prospera Financial Services Inc137,793
0.0% of portfolio›$2.8M
Walser Wealth Management Company, A Ltd Liability Co130,641
1.1% of portfolio›$2.7M
Valpey Financial Services, LLC129,349
1.6% of portfolio›$2.6M
TT Capital Management LLC128,545
1.9% of portfolio›$2.6M
Peddock Capital Advisors, LLC126,080
0.5% of portfolio›$2.6M
Garner Asset Management Corp123,821
0.8% of portfolio›$2.5M
Fiduciary Alliance LLC121,599
0.2% of portfolio›$2.5M
Tradewinds Capital Management, LLC117,298
0.4% of portfolio›$2.4M
Perennial Advisors, LLC114,841
0.4% of portfolio›$2.3M
Asset Allocation Strategies LLC114,489
0.4% of portfolio›$2.3M
Tempo Wealth, LLC111,252
0.3% of portfolio›$2.3M
Schear Investment Advisers, LLC111,252
0.3% of portfolio›$2.3M
Bay Capital Advisors, LLC110,506
1.2% of portfolio›$2.3M
First Interstate Bank106,982
0.1% of portfolio›$2.2M
Aletheian Wealth Advisors LLC100,586
0.8% of portfolio›$2.1M
Ninety One North America, Inc.95,415
0.1% of portfolio›$1.9M
Spire Wealth Management95,137
0.1% of portfolio›$1.9M
PFG Advisors93,445
0.1% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC91,442
0.0% of portfolio›$1.9M
Independent Financial Group, LLC87,506
0.0% of portfolio›$1.8M
Elevation Point Wealth Partners, LLC84,500
0.0% of portfolio›$1.7M
ARQ Wealth Advisors, LLC84,443
0.2% of portfolio›$1.7M
Prudent Man Advisors, LLC80,100
0.4% of portfolio›$1.6M
Mitsubishi UFJ Asset Management Co., Ltd.79,600
0.0% of portfolio›$1.6M
Vima LLC74,802
1.6% of portfolio›$1.5M
Triumph Capital Management69,565
0.2% of portfolio›$1.4M
Founders Financial Securities LLC68,400
0.1% of portfolio›$1.4M
Apella Capital, LLC66,990
0.0% of portfolio›$1.4M
FC Advisory LLC64,354
0.3% of portfolio›$1.3M
Left Brain Wealth Management, LLC64,228
0.4% of portfolio›$1.3M
AA Financial Advisors, LLC62,828
0.2% of portfolio›$1.3M
Advisory Solutions Group, LLC59,173
0.3% of portfolio›$1.2M
HCR Wealth Advisors56,741
0.1% of portfolio›$1.2M
4Thought Financial Group Inc.56,346
0.5% of portfolio›$1.2M
Flagstar Securities, Inc55,657
0.3% of portfolio›$1.1M
Integrity Advisory Solutions, LLC51,793
0.1% of portfolio›$1.1M
Cobblestone Asset Management LLC50,401
0.4% of portfolio›$1.0M
New Wave Wealth Advisors LLC49,036
0.3% of portfolio›$1.0M
Wespac Advisors, LLC48,770
0.5% of portfolio›$996.4K
Wealthcare Capital Management LLC48,284
0.1% of portfolio›$986.4K
Investment Partners, Ltd.47,054
0.1% of portfolio›$961.3K
Aegon USA Investment Management, LLC45,500
0.7% of portfolio›$929.6K
Waters Parkerson & Co., LLC42,550
0.0% of portfolio›$869.3K
Oppenheimer & Co Inc40,278
0.0% of portfolio›$822.9K
Total Clarity Wealth Management, Inc.39,373
0.2% of portfolio›$804.4K
Optima Capital LLC39,018
0.3% of portfolio›$797.1K
J.W. Cole Advisors, Inc.36,597
0.0% of portfolio›$747.7K
Wealthcare Capital Partners, LLC36,341
0.3% of portfolio›$742.4K
Wagner Wealth Management, LLC36,325
0.1% of portfolio›$742.1K
Vontobel Holding Ltd.36,000
0.0% of portfolio›$735.5K
First United Bank & Trust33,724
0.2% of portfolio›$689.0K
Lewis Asset Management, LLC33,585
0.2% of portfolio›$686.1K
Strategic Blueprint, LLC32,647
0.0% of portfolio›$667.0K
Global Assets Advisory, LLC31,668
0.1% of portfolio›$648.7K
Point Nemo Capital, LLC31,558
0.3% of portfolio›$644.7K
Balefire, LLC30,271
0.1% of portfolio›$618.4K
TD Waterhouse Canada Inc.30,110
0.0% of portfolio›$615.4K
Pinion Investment Advisors, LLC29,989
0.1% of portfolio›$612.7K
High Net Worth Advisory Group LLC29,500
0.1% of portfolio›$602.7K
CWA Asset Management Group, LLC29,366
0.0% of portfolio›$599.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management28,306
0.0% of portfolio›$578.3K
Entrust Financial LLC27,641
0.3% of portfolio›$564.7K
AlphaCentric Advisors LLC26,926
0.5% of portfolio›$550.1K
B. Riley Wealth Advisors, Inc.26,687
0.0% of portfolio›$545.2K
Farther Finance Advisors, LLC26,596
0.0% of portfolio›$543.4K
Tactive Advisors, LLC26,501
0.1% of portfolio›$541.4K
Navigation Wealth Management, Inc.26,042
0.8% of portfolio›$533.3K
Sowell Financial Services LLC25,256
0.0% of portfolio›$516.0K
Gill Capital Partners, LLC24,858
0.1% of portfolio›$507.9K
Deroy & Devereaux Private Investment Counsel Inc24,775
0.0% of portfolio›$506
Sigma Planning Corp24,076
0.0% of portfolio›$491.9K
Joseph P. Lucia & Associates, LLC23,431
0.1% of portfolio›$478.7K
Community Bank & Trust, Waco, Texas23,337
0.0% of portfolio›$477
Integrated Advisors Network LLC23,015
0.0% of portfolio›$470.2K
First City Capital Management, Inc.22,663
0.2% of portfolio›$463.0K
McAdam, LLC22,565
0.0% of portfolio›$461.0K
Analyst IMS Investment Management Services Ltd.22,426
0.0% of portfolio›$458.0K
Creative Planning22,174
0.0% of portfolio›$453.0K
Mather Group, Llc.22,148
0.0% of portfolio›$452.5K
StoneX Group Inc.21,398
0.0% of portfolio›$437.2K
Parallel Advisors, LLC21,007
0.0% of portfolio›$429.2K
Eagle Strategies LLC19,886
0.0% of portfolio›$406.3K
Bennett Selby Investments LP19,438
0.1% of portfolio›$397.1K
Stegent Equity Advisors, Inc.19,402
0.3% of portfolio›$396.4K
Apollon Wealth Management, LLC19,260
0.0% of portfolio›$393.5K
Decision Investments, Inc18,585
0.3% of portfolio›$379.7K
Atria Investments, Inc18,425
0.0% of portfolio›$376.4K
Clear Creek Financial Management, LLC18,252
0.0% of portfolio›$372.9K
Scheeler Financial LLC18,207
0.3% of portfolio›$372.0K
Clear Harbor Asset Management, LLC17,596
0.0% of portfolio›$359.5K
Lanark Financial, Inc.17,273
0.0% of portfolio›$352.9K
Naples Global Advisors, LLC16,350
0.0% of portfolio›$334.0K
Blueline Advisors LLC16,342
0.2% of portfolio›$333.9K
Curtis Advisory Group, LLC16,254
0.1% of portfolio›$332.1K
Horizon Wealth Management, LLC16,225
0.0% of portfolio›$331.5K
Dynamic Advisor Solutions LLC16,196
0.0% of portfolio›$330.9K
Sage Financial Group Inc15,752
0.0% of portfolio›$321.8K
Perigon Wealth Management, LLC15,405
0.0% of portfolio›$314.7K
MGO One Seven LLC15,399
0.0% of portfolio›$314.6K
American Institute for Advanced Investment Management, LLP15,355
0.2% of portfolio›$313.7K
Cullen T Bankers, Inc.15,024
0.0% of portfolio›$306.9K
Oasis Advisors, LLC14,942
0.1% of portfolio›$305.3K
Rossby Financial, LCC14,901
0.0% of portfolio›$304.4K
Eagle Bay Advisors LLC14,658
0.2% of portfolio›$299.5K
Kestra Private Wealth Services, LLC14,617
0.0% of portfolio›$298.6K
Pacific Excel Wealth Advisors, Inc.14,551
0.3% of portfolio›$297.3K
Key Capital Management, Inc14,551
0.1% of portfolio›$297.3K
TopTier Wealth Management, LLC14,419
0.2% of portfolio›$294.6K
LJI Wealth Management, LLC14,404
0.0% of portfolio›$294.3K
First Heartland Consultants, Inc.14,297
0.0% of portfolio›$292.1K
R2 Capital Strategies, LLC13,603
0.1% of portfolio›$277.9K
Certuity, LLC13,399
0.0% of portfolio›$273.7K
Transce3nd, LLC13,285
0.3% of portfolio›$270.0K
Concord Wealth Partners13,011
0.0% of portfolio›$265.8K
Partners Wealth Management, LLC12,907
0.0% of portfolio›$263.7K
Thrivent Financial for Lutherans12,844
0.0% of portfolio›$263.0K
Evergreen Capital Management LLC12,780
0.0% of portfolio›$261.1K
NBT Bank, N.A.12,765
0.0% of portfolio›$260.8K
Sunpointe, LLC12,590
0.1% of portfolio›$257.2K
Lido Advisors, LLC12,507
0.0% of portfolio›$255.5K
Capital Investment Advisors, LLC12,479
0.0% of portfolio›$254.9K
EverSource Wealth Advisors, LLC12,250
0.0% of portfolio›$250.3K
One Way Holdings LLC12,210
0.0% of portfolio›$249.5K
M Holdings Securities, Inc.12,157
0.1% of portfolio›$248.0K
Symmetry Partners, LLC12,011
0.0% of portfolio›$245.4K
Worth Asset Management, LLC11,972
0.1% of portfolio›$244.6K
Citigroup Inc11,751
0.0% of portfolio›$240.1K
Verus Capital Partners, LLC11,687
0.0% of portfolio›$238.8K
Summit Investment Advisors, Inc.\KS11,500
0.1% of portfolio›$234.9K
Fifth Third Securities, Inc.10,998
0.0% of portfolio›$224.7K
Sanchez Gaunt Capital Management, LLC10,929
0.1% of portfolio›$223.3K
Howard Wealth Management, LLC10,860
0.1% of portfolio›$221.9K
Attessa Capital LLC10,784
0.1% of portfolio›$220.3K
Chicago Partners Investment Group LLC10,722
0.0% of portfolio›$217.2K
IFP Advisors, Inc10,702
0.0% of portfolio›$218.6K
Argyle Capital Partners, LLC10,449
0.1% of portfolio›$213.5K
Value Investment Professionals, LLC10,358
0.2% of portfolio›$211.6K
Davenport & Co LLC10,290
0.0% of portfolio›$210.2K
Cordatus Wealth Management LLC10,203
0.0% of portfolio›$208.4K
1620 Investment Advisors, Inc.10,010
0.1% of portfolio›$204.5K
Wilmington Savings Fund Society, FSB10,000
0.0% of portfolio›$204.3K
Ashton Thomas Securities, LLC9,497
0.0% of portfolio›$194.0K
IMG Wealth Management, Inc.8,657
0.1% of portfolio›$176.9K
GoalVest Advisory LLC8,619
0.0% of portfolio›$176.1K
Friedenthal Financial7,724
0.1% of portfolio›$157.8K
Private Trust Co NA7,657
0.0% of portfolio›$156.4K
Bangor Savings Bank7,182
0.0% of portfolio›$146.7K
CoreCap Advisors, LLC6,997
0.0% of portfolio›$142.9K
Compass Financial Management LLC4,275
0.0% of portfolio›$87.3K
Olistico Wealth, LLC4,198
0.0% of portfolio›$85.8K
Fairscale Capital, LLC3,949
0.0% of portfolio›$80.7K
Cape Investment Advisory, Inc.3,795
0.0% of portfolio›$77.5K
Golden State Wealth Management, LLC3,760
0.0% of portfolio›$76.8K
MeadowBrook Investment Advisors LLC3,424
0.1% of portfolio›$69.5K
SBI Securities Co., Ltd.3,150
0.0% of portfolio›$64.4K
Piscataqua Savings Bank2,945
0.0% of portfolio›$60.2K
AlphaCore Capital LLC2,291
0.0% of portfolio›$46.8K
Parkside Financial Bank & Trust1,896
0.0% of portfolio›$38.7K
Latitude Advisors, LLC1,877
0.0% of portfolio›$38.3K
Nfsg Corp1,740
0.0% of portfolio›$35.6K
Capital Investment Advisory Services, LLC1,727
0.0% of portfolio›$35.3K
US Bancorp \de\1,517
0.0% of portfolio›$31.0K
Caldwell Trust Co1,055
0.0% of portfolio›$21.6K
Larson Financial Group LLC1,001
0.0% of portfolio›$20.4K
Realta Investment Advisors819
0.0% of portfolio›$16.7K
Elevated Capital Advisors, LLC751
0.0% of portfolio›$15.3K
Salomon & Ludwin, LLC740
0.0% of portfolio›$15.1K
Blue Trust, Inc.693
0.0% of portfolio›$14.2K
Eastern Bank650
0.0% of portfolio›$13.3K
WPG Advisers, LLC507
0.0% of portfolio›$10.4K
Next Level Wealth Planning, LLC504
0.0% of portfolio›$10.3K
Nova Financial LLC456
0.0% of portfolio›$9.3K
Balentine LLC307
0.0% of portfolio›$6.3K
Financial Network Wealth Advisors LLC290
0.0% of portfolio›$5.9K
Mechanics Financial Corp240
0.0% of portfolio›$4.9K
Gables Capital Management Inc.233
0.0% of portfolio›$4.8K
Arlington Trust Co LLC200
0.0% of portfolio›$4.1K
Physician Wealth Advisors, Inc.160
0.0% of portfolio›$3.3K
Signature Equity Partners, LLC102
0.0% of portfolio›$2.1K
Lloyd Advisory Services, Llc.82
0.0% of portfolio›$1.7K
Provenance Wealth Advisors, LLC76
0.0% of portfolio›$1.6K
Ashton Thomas Private Wealth, LLC19
0.0% of portfolio›$388
Costello Asset Management, Inc17
0.0% of portfolio›$344
MJT & Associates Financial Advisory Group, Inc.14
0.0% of portfolio›$274
Buck Wealth Strategies, LLC11
0.0% of portfolio›$225
Harbor Capital Advisors, Inc.10
0.0% of portfolio›$0
Rakuten Securities, Inc.5
0.0% of portfolio›$102
Raleigh Capital Management Inc.4
0.0% of portfolio›$82
Kingdom Financial Group Llc.0
0.0% of portfolio›$9
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Ocean Park Asset Management, LLC
18,985,304$387.9M23.5%ETFLowSanta Monica, CA2026-10-21
Assetmark, Inc
4,719,195$96.4M0.2%ETFLowConcord, CA2026-10-21
CIBC Asset Management Inc
4,205,952$85.9M0.2%GARPLowToronto, South Africa2026-11-05
Ninety One UK Ltd
3,106,718$63.5M0.1%CoreMediumLondon, United Kingdom2026-10-15
Bank of New York Mellon Corp
2,717,621$55.5M0.0%CoreLowNew York, NY2026-11-05
Calamos Advisors LLC
1,654,787$33.8M0.1%GrowthMediumNaperville, IL2026-11-02
New York Life Investment Management LLC
1,269,558$25.9M0.2%GrowthLowNew York, NY2026-11-04
Ironwood Wealth Management, Inc.
1,267,369$26.0M11.0%ETFVery LowHurricane, WV2026-10-14
Adventist Health System Sunbelt Healthcare Corp
979,500$20.0M0.5%ETFLowAltamonte Springs, FL2026-11-02
Donoghue Forlines LLC
954,466$19.5M4.9%CoreVery HighBoston, MA2026-11-02
Diversify Advisory Services, LLC
928,138$19.0M0.3%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
928,138$19.0M0.3%GrowthMediumSandy, UT2026-10-20
Catalyst Capital Advisors LLC
901,688$18.4M0.3%ETFVery LowSan Juan, PR2026-11-02
Park Avenue Securities LLC
863,487$17.6M0.3%ETFMediumNew York, NY2026-10-26
D.A. Davidson & Co.
825,261$16.9M0.1%CoreLowGreat Falls, MT2026-10-28
Wealthcare Advisory Partners LLC
756,045$15.4M0.3%ETFLowWest Chester, PA2026-10-21
Exchange Traded Concepts, LLC
721,104$14.7M0.1%GrowthMediumOklahoma City, OK2026-10-28
RFG Holdings, Inc.
608,733$12.4M2.6%ETFLowArgyle, TX2026-10-30
Mechanics Bank Trust Department
532,908$10.9M1.4%CoreLowWalnut Creek, CA2026-10-13
Form Wealth Advisors, LLC
499,198$10.2M1.1%ETFMediumLake Geneva, WI2026-10-13
Matthew Goff Investment Advisor, LLC
482,790$9.9M1.5%CoreMediumHouston, TX2026-10-13
WT Wealth Management
478,539$9.8M2.7%ETFMediumScottsdale, AZ2026-10-13
Fortitude Family Office, LLC
468,724$9.6M1.6%ETFMediumScottsdale, AZ2026-10-14
Angeles Wealth Management, LLC
461,095$9.4M0.4%ETFLowSanta Monica, CA2026-10-26
Simplicity Wealth,LLC
416,938$8.5M0.2%ETFLowSummit, NJ2026-10-23
Prevail Innovative Wealth Advisors, LLC
392,973$8.1M1.0%CoreVery HighLeawood, KS2026-10-20
AdvisorNet Financial, Inc
380,907$7.8M0.4%ETFLowMinnetonka, MN2026-10-15
TigerOak Management, L.L.C.
322,212$6.6M1.7%GrowthVery LowNashville, TN2026-10-23
Cordoba Advisory Partners LLC
310,288$6.3M0.8%ETFMediumNew York, NY2026-10-19
Grimes & Co Wealth Management, LLC
307,984$6.3M0.1%CoreLowWestborough, MA2026-10-29
Nvwm, LLC
307,790$6.3M1.2%GrowthMediumYardley, PA2026-10-14
Truist Financial Corp
306,311$6.3M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
273,323$5.6M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
271,753$5.6M0.0%CoreLowAustin, TX2026-11-02
Mirae Asset Global Investments Co., Ltd.
267,516$5.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
TD Private Client Wealth LLC
253,866$5.2M0.1%ETFLowNew York, NY2026-10-28
Creative Financial Designs Inc
251,910$5.1M0.2%ETFMediumKokomo, IN2026-11-04
Commonwealth Equity Services, LLC
246,815$5.0M0.0%ETFLowWaltham, MA2026-11-02
Financial Advisory Partners, LLC
242,789$5.0M1.3%ETFVery LowWinter Park, FL2026-10-23
Concurrent Investment Advisors, LLC
241,505$4.9M0.0%GrowthMediumTampa, FL2026-10-16
J.Safra Asset Management Corp
236,388$4.8M0.2%ETFLowNew York, NY2026-11-03
Wedbush Securities Inc
234,980$4.8K0.0%CoreLowPasadena, CA2026-10-22
First Citizens Bank & Trust Co
230,923$4.7M0.1%CoreMediumRaleigh, NC2026-10-14
Auour Investments LLC
212,078$4.3M1.2%ETFLowWoburn, MA2026-10-28
Diversified Portfolios, Inc.
196,606$4.0M0.3%ETFLowBloomfield Hills, MI2026-11-04
Riggs Asset Managment Co. Inc.
190,036$3.9M0.7%GrowthMediumDallas, PA2026-11-05
Signature Estate & Investment Advisors LLC
179,222$3.7M0.1%ETFMediumLos Angeles, CA2026-10-13
Blue Fin Capital, Inc.
178,253$3.6M0.5%GrowthVery LowWarren, RI2026-10-28
Regatta Capital Group, LLC
173,901$3.6M0.4%ETFLowEl Segundo, CA2026-10-23
Florin Court Capital LLP
173,200$3.5M3.6%ETFVery LowLondon, United Kingdom2026-11-02
Appleton Partners Inc
170,677$3.5M0.5%GrowthLowBoston, MA2026-10-30
Fiduciary Financial Group, LLC
169,999$3.5M0.4%ETFLowSan Rafael, CA2026-10-13
Ti-Trust, Inc
156,536$3.2M1.8%CoreVery LowQuincy, IL2026-10-21
Old Port Advisors
153,133$3.1M0.6%GARPLowPortland, ME2026-10-23
Virtue Capital Management, LLC
152,773$3.1M0.4%GrowthHighBrentwood, TN2026-10-29
Charles Schwab Trust Co
147,036$3.0M0.2%ETFLowHenderson, NV2026-10-15
Adell Harriman & Carpenter Inc
146,053$3.0M0.1%GrowthVery LowHouston, TX2026-11-02
IFG Advisors, LLC
144,227$2.9M0.4%ETFVery LowSt. Louis, MO2026-10-15
Ascentis Independent Advisors
142,427$2.9M0.2%ETFLowDallas, TX2026-11-03
Guardian Asset Advisors, LLC
140,167$2.9M1.3%GrowthMediumMechanicsburg, PA2026-10-16
Prospera Financial Services Inc
137,793$2.8M0.0%CoreMediumDallas, TX2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
130,641$2.7M1.1%GrowthHighTampa, FL2026-10-15
Valpey Financial Services, LLC
129,349$2.6M1.6%ETFVery LowConcord, NH2026-10-30
TT Capital Management LLC
128,545$2.6M1.9%YieldMediumGilbert, AZ2026-10-15
Peddock Capital Advisors, LLC
126,080$2.6M0.5%GrowthLowBraintree, MA2026-10-16
Garner Asset Management Corp
123,821$2.5M0.8%CoreLowPlano, TX2026-10-30
Fiduciary Alliance LLC
121,599$2.5M0.2%CoreMediumGreenville, SC2026-10-13
Tradewinds Capital Management, LLC
117,298$2.4M0.4%ETFVery HighBellingham, WA2026-10-23
Perennial Advisors, LLC
114,841$2.3M0.4%CoreLowNew York, NY2026-10-13
Asset Allocation Strategies LLC
114,489$2.3M0.4%ETFMediumFarmington, MI2026-10-20
Tempo Wealth, LLC
111,252$2.3M0.3%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
111,252$2.3M0.3%Agg GrowthMediumCincinnati, OH2026-10-14
Bay Capital Advisors, LLC
110,506$2.3M1.2%ETFLowVirginia Beach, VA2026-10-16
First Interstate Bank
106,982$2.2M0.1%ETFLowBillings, MT2026-10-23
Aletheian Wealth Advisors LLC
100,586$2.1M0.8%ETFVery LowBellevue, WA2026-10-08
Ninety One North America, Inc.
95,415$1.9M0.1%CoreMediumNew York, NY2026-10-15
Spire Wealth Management
95,137$1.9M0.1%GrowthMediumMclean, VA2026-10-30
PFG Advisors
93,445$1.9M0.1%ETFMediumPhoenix, AZ2026-10-16
Wealth Enhancement Advisory Services, LLC
91,442$1.9M0.0%CoreLowPlymouth, MN2026-10-13
Independent Financial Group, LLC
87,506$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Elevation Point Wealth Partners, LLC
84,500$1.7M0.0%CoreHighDenver, CO2026-11-05
ARQ Wealth Advisors, LLC
84,443$1.7M0.2%ETFLowScottsdale, AZ2026-10-29
Prudent Man Advisors, LLC
80,100$1.6M0.4%GrowthLowNaperville, IL2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
79,600$1.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Vima LLC
74,802$1.5M1.6%CoreLowTroy, MI2026-10-23
Triumph Capital Management
69,565$1.4M0.2%ETFMediumDenver, CO2026-10-14
Founders Financial Securities LLC
68,400$1.4M0.1%ETFMediumTowson, MD2026-10-28
Apella Capital, LLC
66,990$1.4M0.0%ETFVery LowWest Hartford, CT2026-10-08
FC Advisory LLC
64,354$1.3M0.3%ETFVery LowWest Chester, PA2026-10-05
Left Brain Wealth Management, LLC
64,228$1.3M0.4%MomentumHighNaperville, IL2026-10-28
AA Financial Advisors, LLC
62,828$1.3M0.2%ETFMediumColumbus, OH2026-10-19
Advisory Solutions Group, LLC
59,173$1.2M0.3%ETFN/APlymouth, MN2026-10-14
HCR Wealth Advisors
56,741$1.2M0.1%GrowthLowLos Angeles, CA2026-10-15
4Thought Financial Group Inc.
56,346$1.2M0.5%ETFLowSyosset, NY2026-11-02
Flagstar Securities, Inc
55,657$1.1M0.3%ETFVery LowNew York, NY2026-10-15
Integrity Advisory Solutions, LLC
51,793$1.1M0.1%ETFMediumDallas, TX2026-10-29
Cobblestone Asset Management LLC
50,401$1.0M0.4%ETFMediumRichmond, VA2026-10-13
New Wave Wealth Advisors LLC
49,036$1.0M0.3%CoreMediumSpringdale, AR2026-10-19
Wespac Advisors, LLC
48,770$996.4K0.5%ETFHighOrinda, CA2026-10-26
Wealthcare Capital Management LLC
48,284$986.4K0.1%ETFVery LowRichmond, VA2026-10-21
Investment Partners, Ltd.
47,054$961.3K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Aegon USA Investment Management, LLC
45,500$929.6K0.7%ETFVery LowCedar Rapids, IA2026-10-30
Waters Parkerson & Co., LLC
42,550$869.3K0.0%CoreVery LowNew Orleans, LA2026-11-04
Oppenheimer & Co Inc
40,278$822.9K0.0%CoreLowNew York, NY2026-10-26
Total Clarity Wealth Management, Inc.
39,373$804.4K0.2%ETFMediumSt. Charles, IL2026-10-26
Optima Capital LLC
39,018$797.1K0.3%ETFHighPortland, OR2026-10-29
J.W. Cole Advisors, Inc.
36,597$747.7K0.0%IndexLowTampa, FL2026-11-05
Wealthcare Capital Partners, LLC
36,341$742.4K0.3%ETFLowWest Chester, PA2026-10-21
Wagner Wealth Management, LLC
36,325$742.1K0.1%ETFLowGreenville, SC2026-10-21
Vontobel Holding Ltd.
36,000$735.5K0.0%CoreMediumZurich, Switzerland2026-10-16
First United Bank & Trust
33,724$689.0K0.2%CoreLowOakland, MD2026-10-22
Lewis Asset Management, LLC
33,585$686.1K0.2%GrowthLowLafayette, CA2026-10-14
Strategic Blueprint, LLC
32,647$667.0K0.0%ETFLowAtlanta, GA2026-10-22
Global Assets Advisory, LLC
31,668$648.7K0.1%GrowthHighOrlando, FL2026-10-28
Point Nemo Capital, LLC
31,558$644.7K0.3%GARPVery HighDripping Springs, TX2026-11-03
Balefire, LLC
30,271$618.4K0.1%ETFMediumDallas, TX2026-10-09
TD Waterhouse Canada Inc.
30,110$615.4K0.0%CoreLowToronto, Australia2026-10-16
Pinion Investment Advisors, LLC
29,989$612.7K0.1%ETFLowWichita, KS2026-11-04
High Net Worth Advisory Group LLC
29,500$602.7K0.1%ETFVery LowNaples, FL2026-10-26
CWA Asset Management Group, LLC
29,366$599.9K0.0%CoreMediumNaples, FL2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
28,306$578.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Entrust Financial LLC
27,641$564.7K0.3%ETFLowWayne, PA2026-11-04
AlphaCentric Advisors LLC
26,926$550.1K0.5%CoreHighSan Juan, PR2026-11-03
B. Riley Wealth Advisors, Inc.
26,687$545.2K0.0%GrowthLowMemphis, TN2026-10-13
Farther Finance Advisors, LLC
26,596$543.4K0.0%IndexLowSan Francisco, CA2026-10-08
Tactive Advisors, LLC
26,501$541.4K0.1%ETFHighJacksonville, FL2026-10-08
Navigation Wealth Management, Inc.
26,042$533.3K0.8%ETFLowFort Collins, CO2026-11-03
Sowell Financial Services LLC
25,256$516.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Gill Capital Partners, LLC
24,858$507.9K0.1%ETFLowDenver, CO2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
24,775$5060.0%ValueMediumBloomfield Hills, MI2026-10-26
Sigma Planning Corp
24,076$491.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Joseph P. Lucia & Associates, LLC
23,431$478.7K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Community Bank & Trust, Waco, Texas
23,337$4770.0%CoreVery LowWaco, TX2026-10-19
Integrated Advisors Network LLC
23,015$470.2K0.0%GrowthMediumDallas, TX2026-10-20
First City Capital Management, Inc.
22,663$463.0K0.2%CoreLowSavannah, GA2026-10-27
McAdam, LLC
22,565$461.0K0.0%ETFLowPhiladelphia, PA2026-10-21
Analyst IMS Investment Management Services Ltd.
22,426$458.0K0.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Creative Planning
22,174$453.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Mather Group, Llc.
22,148$452.5K0.0%ETFMediumChicago, IL2026-10-14
StoneX Group Inc.
21,398$437.2K0.0%ETFMediumNew York, NY2026-11-03
Parallel Advisors, LLC
21,007$429.2K0.0%IndexLowSan Francisco, CA2026-11-03
Eagle Strategies LLC
19,886$406.3K0.0%ETFLowNew York, NY2026-10-16
Bennett Selby Investments LP
19,438$397.1K0.1%CoreVery LowFalmouth, ME2026-10-19
Stegent Equity Advisors, Inc.
19,402$396.4K0.3%ETFHighHouston, TX2026-10-13
Apollon Wealth Management, LLC
19,260$393.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Decision Investments, Inc
18,585$379.7K0.3%GrowthLowSan Diego, CA2026-10-07
Atria Investments, Inc
18,425$376.4K0.0%CoreMediumCharlotte, NC2026-10-15
Clear Creek Financial Management, LLC
18,252$372.9K0.0%ETFMediumSilverdale, WA2026-10-28
Scheeler Financial LLC
18,207$372.0K0.3%CoreN/AWest Chester, OH2026-10-13
Clear Harbor Asset Management, LLC
17,596$359.5K0.0%CoreLowStamford, CT2026-11-05
Lanark Financial, Inc.
17,273$352.9K0.0%CoreMediumBirmingham, AL2026-10-26
Naples Global Advisors, LLC
16,350$334.0K0.0%CoreVery LowNaples, FL2026-11-05
Blueline Advisors LLC
16,342$333.9K0.2%ETFLowExeter, NH2026-10-15
Curtis Advisory Group, LLC
16,254$332.1K0.1%ETFLowSanta Barbara, CA2026-10-28
Horizon Wealth Management, LLC
16,225$331.5K0.0%ETFVery HighLa Grange, IL2026-11-02
Dynamic Advisor Solutions LLC
16,196$330.9K0.0%ETFLowPhoenix, AZ2026-10-13
Sage Financial Group Inc
15,752$321.8K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Perigon Wealth Management, LLC
15,405$314.7K0.0%GrowthLowSan Francisco, CA2026-10-22
MGO One Seven LLC
15,399$314.6K0.0%GrowthLowBeachwood, OH2026-10-28
American Institute for Advanced Investment Management, LLP
15,355$313.7K0.2%ETFLowScottsdale, AZ2026-11-03
Cullen T Bankers, Inc.
15,024$306.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Oasis Advisors, LLC
14,942$305.3K0.1%ETFMediumForest City, IA2026-10-16
Rossby Financial, LCC
14,901$304.4K0.0%ETFMediumMelbourne, FL2026-11-05
Eagle Bay Advisors LLC
14,658$299.5K0.2%GrowthMediumNew York, NY2026-10-16
Kestra Private Wealth Services, LLC
14,617$298.6K0.0%GrowthLowAustin, TX2026-10-30
Pacific Excel Wealth Advisors, Inc.
14,551$297.3K0.3%ETFHighWalnut Creek, CA2026-10-27
Key Capital Management, Inc
14,551$297.3K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
TopTier Wealth Management, LLC
14,419$294.6K0.2%ETFVery LowMuskego, WI2026-10-16
LJI Wealth Management, LLC
14,404$294.3K0.0%ETFLowIndianapolis, IN2026-10-28
First Heartland Consultants, Inc.
14,297$292.1K0.0%ETFMediumLake St. Louis, MO2026-10-08
R2 Capital Strategies, LLC
13,603$277.9K0.1%ETFN/ALincoln, NE2026-10-15
Certuity, LLC
13,399$273.7K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Transce3nd, LLC
13,285$270.0K0.3%GrowthLowBuda, TX2026-10-26
Concord Wealth Partners
13,011$265.8K0.0%GrowthLowAbingdon, VA2026-11-02
Partners Wealth Management, LLC
12,907$263.7K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Thrivent Financial for Lutherans
12,844$263.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Evergreen Capital Management LLC
12,780$261.1K0.0%GARPMediumBellevue, WA2026-10-23
NBT Bank, N.A.
12,765$260.8K0.0%CoreLowNorwich, NY2026-10-21
Sunpointe, LLC
12,590$257.2K0.1%GrowthMediumSt. Louis, MO2026-10-22
Lido Advisors, LLC
12,507$255.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Capital Investment Advisors, LLC
12,479$254.9K0.0%CoreLowAtlanta, GA2026-10-22
EverSource Wealth Advisors, LLC
12,250$250.3K0.0%CoreMediumBirmingham, AL2026-11-04
One Way Holdings LLC
12,210$249.5K0.0%CoreMediumFlower Mound, TX2026-10-29
M Holdings Securities, Inc.
12,157$248.0K0.1%ETFHighPortland, OR2026-11-03
Symmetry Partners, LLC
12,011$245.4K0.0%ETFLowGlastonbury, CT2026-10-27
Worth Asset Management, LLC
11,972$244.6K0.1%ETFHighDallas, TX2026-10-07
Citigroup Inc
11,751$240.1K0.0%CoreMediumNew York, NY2026-11-04
Verus Capital Partners, LLC
11,687$238.8K0.0%GrowthLowScottsdale, AZ2026-11-03
Summit Investment Advisors, Inc.\KS
11,500$234.9K0.1%N/AN/ALeawood, KS2026-11-05
Fifth Third Securities, Inc.
10,998$224.7K0.0%ETFLowCincinnati, OH2026-10-21
Sanchez Gaunt Capital Management, LLC
10,929$223.3K0.1%ETFN/AReno, NV2026-11-03
Howard Wealth Management, LLC
10,860$221.9K0.1%ETFVery LowMadison, CT2026-10-28
Attessa Capital LLC
10,784$220.3K0.1%ETFVery LowTucson, AZ2026-10-09
Chicago Partners Investment Group LLC
10,722$217.2K0.0%GARPLowChicago, IL2026-10-27
IFP Advisors, Inc
10,702$218.6K0.0%GrowthLowTampa, FL2026-10-16
Argyle Capital Partners, LLC
10,449$213.5K0.1%CoreLowLos Angeles, CA2026-10-23
Value Investment Professionals, LLC
10,358$211.6K0.2%ETFHighNew York, NY2026-10-13
Davenport & Co LLC
10,290$210.2K0.0%CoreMediumRichmond, VA2026-10-14
Cordatus Wealth Management LLC
10,203$208.4K0.0%GrowthMediumNewtown, PA2026-10-19
1620 Investment Advisors, Inc.
10,010$204.5K0.1%ValueLowPlymouth, MA2026-11-04
Wilmington Savings Fund Society, FSB
10,000$204.3K0.0%CoreLowWilmington, DE2026-10-23
Ashton Thomas Securities, LLC
9,497$194.0K0.0%ETFMediumRochester, NY2026-10-26
IMG Wealth Management, Inc.
8,657$176.9K0.1%ETFMediumJacksonville, FL2026-10-27
GoalVest Advisory LLC
8,619$176.1K0.0%ETFMediumNew York, NY2026-10-02
Friedenthal Financial
7,724$157.8K0.1%ETFHighMarlton, NJ2026-10-27
Private Trust Co NA
7,657$156.4K0.0%CoreLowCleveland, OH2026-10-20
Bangor Savings Bank
7,182$146.7K0.0%ETFLowBangor, ME2026-10-06
CoreCap Advisors, LLC
6,997$142.9K0.0%ETFMediumSouthfield, MI2026-10-08
Compass Financial Management LLC
4,275$87.3K0.0%CoreN/ATampa, FL2026-10-30
Olistico Wealth, LLC
4,198$85.8K0.0%GrowthVery LowTulsa, OK2026-10-05
Fairscale Capital, LLC
3,949$80.7K0.0%GrowthVery LowNashua, NH2026-11-04
Cape Investment Advisory, Inc.
3,795$77.5K0.0%ETFLowMcdonough, GA2026-10-13
Golden State Wealth Management, LLC
3,760$76.8K0.0%ETFMediumSanta Ana, CA2026-11-02
MeadowBrook Investment Advisors LLC
3,424$69.5K0.1%CoreLowLivonia, MI2026-10-29
SBI Securities Co., Ltd.
3,150$64.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Piscataqua Savings Bank
2,945$60.2K0.0%CoreVery LowPortsmouth, NH2026-10-21
AlphaCore Capital LLC
2,291$46.8K0.0%ETFLowLa Jolla, CA2026-11-04
Parkside Financial Bank & Trust
1,896$38.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Latitude Advisors, LLC
1,877$38.3K0.0%ETFLowYorkville, IL2026-10-27
Nfsg Corp
1,740$35.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Capital Investment Advisory Services, LLC
1,727$35.3K0.0%CoreMediumRaleigh, NC2026-10-30
US Bancorp \de\
1,517$31.0K0.0%IndexLowMinneapolis, MN2026-11-05
Caldwell Trust Co
1,055$21.6K0.0%GrowthLowVenice, FL2026-10-30
Larson Financial Group LLC
1,001$20.4K0.0%GrowthLowSt Louis, MO2026-11-05
Realta Investment Advisors
819$16.7K0.0%GrowthMediumWilmington, DE2026-10-14
Elevated Capital Advisors, LLC
751$15.3K0.0%ETFMediumSandy, UT2026-11-04
Salomon & Ludwin, LLC
740$15.1K0.0%ETFVery LowRichmond, VA2026-10-29
Blue Trust, Inc.
693$14.2K0.0%ETFLowBrentwood, TN2026-10-15
Eastern Bank
650$13.3K0.0%GrowthMediumBoston, MA2026-10-05
WPG Advisers, LLC
507$10.4K0.0%CoreLowBaltimore, MD2026-10-27
Next Level Wealth Planning, LLC
504$10.3K0.0%ETFVery LowMeridian, ID2026-10-29
Nova Financial LLC
456$9.3K0.0%N/AN/ATucson, AZ2026-11-04
Balentine LLC
307$6.3K0.0%ETFLowAtlanta, GA2026-11-03
Financial Network Wealth Advisors LLC
290$5.9K0.0%ETFLowMurray, UT2026-10-28
Mechanics Financial Corp
240$4.9K0.0%CoreVery LowMansfield, OH2026-11-05
Gables Capital Management Inc.
233$4.8K0.0%GrowthVery LowMiami, FL2026-11-04
Arlington Trust Co LLC
200$4.1K0.0%ETFMediumBirmingham, AL2026-10-20
Physician Wealth Advisors, Inc.
160$3.3K0.0%ETFMediumMidvale, UT2026-10-20
Signature Equity Partners, LLC
102$2.1K0.0%GrowthMediumColumbus, OH2026-10-29
Lloyd Advisory Services, Llc.
82$1.7K0.0%ETFVery HighSuwanee, GA2026-11-02
Provenance Wealth Advisors, LLC
76$1.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ashton Thomas Private Wealth, LLC
19$3880.0%CoreMediumScottsdale, AZ2026-11-03
Costello Asset Management, Inc
17$3440.0%CoreLowFeasterville, PA2026-10-30
MJT & Associates Financial Advisory Group, Inc.
14$2740.0%ETFLowMontevideo, MN2026-10-07
Buck Wealth Strategies, LLC
11$2250.0%ValueMediumDenver, CO2026-10-28
Harbor Capital Advisors, Inc.
10$00.0%ValueHighChicago, IL2026-10-22
Rakuten Securities, Inc.
5$1020.0%Agg GrowthHighTokyo, Mexico2026-11-02
Raleigh Capital Management Inc.
4$820.0%CoreMediumCary, NC2026-10-28
Kingdom Financial Group Llc.
0$90.0%ETFMediumPeoria, AZ2026-11-04
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04