Invesco S&P Ultra Dividend (RDIV)

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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Heartwood Wealth Advisors LLC

DECREASED

Shares762,724 from 763,888

Change-1,164 (0%)

Value$43.6M (-$715.8K)

Filed 2026-10-05

Commonwealth Equity Services, LLC

DECREASED

Shares106,947 from 110,882

Change-3,935 (-4%)

Value$6.1M (-$319.2K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares77,430 from 95,582

Change-18,152 (-19%)

Value$4.5M (-$1.2M)

Filed 2026-10-13

Ascentis Independent Advisors

NEW

Shares59,091

Change+59,091

Value$3.4M

Filed 2026-11-03

J.W. Cole Advisors, Inc.

INCREASED

Shares57,240 from 55,584

Change+1,656 (+3%)

Value$3.3M (+$47.4K)

Filed 2026-11-05

Onyx Bridge Wealth Group LLC

INCREASED

Shares55,492 from 53,734

Change+1,758 (+3%)

Value$3.2M (+$54.8K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares34,058 from 15,842

Change+18,216 (+115%)

Value$1.9M (+$1.0M)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares33,168 from 32,500

Change+668 (+2%)

Value$1.9M (+$10.5K)

Filed 2026-10-30

Kingswood Wealth Advisors, LLC

DECREASED

Shares22,178 from 22,260

Change-82 (0%)

Value$1.3M (-$23.6K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares17,367 from 16,933

Change+434 (+3%)

Value$992.0K (+$10.0K)

Filed 2026-11-02

Intrua Financial, LLC

UNCHANGED

Shares16,575 from 16,575

Change0 (0%)

Value$947.2K (-$14.1K)

Filed 2026-10-28

Ashton Thomas Securities, LLC

INCREASED

Shares15,247 from 15,220

Change+27 (+0%)

Value$871.3K (-$11.4K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares14,861 from 14,346

Change+515 (+4%)

Value$849.3K (+$17.2K)

Filed 2026-10-16

Simplicity Wealth,LLC

DECREASED

Shares13,677 from 13,885

Change-208 (-1%)

Value$781.7K (-$23.6K)

Filed 2026-10-23

Aspiriant, LLC

UNCHANGED

Shares13,430 from 13,430

Change0 (0%)

Value$767.5K (-$11.4K)

Filed 2026-10-16

Herold Advisors, Inc.

INCREASED

Shares12,152 from 11,835

Change+317 (+3%)

Value$694.5K (+$4.5K)

Filed 2026-10-19

US Bancorp \de\

INCREASED

Shares11,381 from 100

Change+11,281 (+11281%)

Value$650.4K (+$644.6K)

Filed 2026-11-05

Prosperity Financial Group, Inc.

DECREASED

Shares10,621 from 10,998

Change-377 (-3%)

Value$607.0K (-$30.9K)

Filed 2026-10-29

Prospera Financial Services Inc

INCREASED

Shares9,644 from 8,881

Change+763 (+9%)

Value$586.4K (+$71.2K)

Filed 2026-11-04

Flagship Harbor Advisors, LLC

INCREASED

Shares8,287 from 8,270

Change+17 (+0%)

Value$473.6K (-$6.0K)

Filed 2026-10-26

International Assets Investment Management, LLC

UNCHANGED

Shares7,950 from 7,950

Change0 (0%)

Value$453.9K (-$9.8K)

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares6,967 from 6,965

Change+2 (+0%)

Value$398.2K (-$5.8K)

Filed 2026-10-16

Fifth Third Bancorp

INCREASED

Shares6,588 from 6,196

Change+392 (+6%)

Value$376.5K (+$17.1K)

Filed 2026-11-05

Kestra Private Wealth Services, LLC

INCREASED

Shares6,424 from 6,415

Change+9 (+0%)

Value$367.2K (-$4.9K)

Filed 2026-10-30

Englebert Financial Advisers, LLC

DECREASED

Shares6,094 from 7,929

Change-1,835 (-23%)

Value$348.3K (-$111.6K)

Filed 2026-10-20

Creative Financial Designs Inc

NEW

Shares5,537

Change+5,537

Value$316.5K

Filed 2026-11-04

Claro Advisors Inc.

NEW

Shares5,495

Change+5,495

Value$314.0K

Filed 2026-11-02

Sagespring Wealth Partners, LLC

NEW

Shares4,862

Change+4,862

Value$277.9K

Filed 2026-10-22

Choreo, LLC

UNCHANGED

Shares4,612 from 4,612

Change0 (0%)

Value$263.6K (-$3.9K)

Filed 2026-10-28

Creative Planning

DECREASED

Shares4,597 from 4,961

Change-364 (-7%)

Value$262.7K (-$25.0K)

Filed 2026-11-02

Aurora Private Wealth, Inc.

INCREASED

Shares4,367 from 4,329

Change+38 (+1%)

Value$250 (-$250.8K)

Filed 2026-10-20

Patriot Financial Group Insurance Agency, LLC

NEW

Shares4,302

Change+4,302

Value$245.9K

Filed 2026-10-14

SeaBridge Investment Advisors LLC

NEW

Shares4,240

Change+4,240

Value$242.3K

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares3,566 from 3,566

Change0 (0%)

Value$203.8K (-$3.0K)

Filed 2026-11-03

Private Trust Co NA

UNCHANGED

Shares2,163 from 2,163

Change0 (0%)

Value$123.6K (-$1.8K)

Filed 2026-10-20

Nfsg Corp

DECREASED

Shares1,950 from 2,106

Change-156 (-7%)

Value$111.4K (-$10.7K)

Filed 2026-10-15

Cape Investment Advisory, Inc.

DECREASED

Shares1,461 from 1,861

Change-400 (-21%)

Value$83.5K (-$24.4K)

Filed 2026-10-13

Jacobi Capital Management LLC

NEW

Shares1,449

Change+1,449

Value$82.8K

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

NEW

Shares1,253

Change+1,253

Value$71.5K

Filed 2026-11-04

First Community Trust NA

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$62.9K (-$935)

Filed 2026-10-07

EverSource Wealth Advisors, LLC

DECREASED

Shares870 from 890

Change-20 (-2%)

Value$49.7K (-$1.9K)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

DECREASED

Shares560 from 765

Change-205 (-27%)

Value$32.0K (-$12.4K)

Filed 2026-10-30

North Star Investment Management Corp.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$28.6K (-$425)

Filed 2026-10-27

Assetmark, Inc

DECREASED

Shares301 from 311

Change-10 (-3%)

Value$17.2K (-$836)

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares246 from 246

Change0 (0%)

Value$14.1K (-$209)

Filed 2026-10-14

Rossby Financial, LCC

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$12.9K (-$191)

Filed 2026-11-05

Key FInancial Inc

UNCHANGED

Shares207 from 207

Change0 (0%)

Value$11.8K (-$176)

Filed 2026-11-02

Hilton Head Capital Partners, LLC

INCREASED

Shares178 from 177

Change+1 (+1%)

Value$10.2K (-$95)

Filed 2026-10-23

Farther Finance Advisors, LLC

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$7.7K (-$115)

Filed 2026-10-08

Spire Wealth Management

UNCHANGED

Shares101 from 101

Change0 (0%)

Value$5.8K (-$86)

Filed 2026-10-30

Integrity Alliance, Llc.

CLOSED

Shares0 from 39,645

Change-39,645 (-100%)

Value$0 (-$2.3M)

Filed 2026-10-29

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 7,077

Change-7,077 (-100%)

Value$0 (-$410.5K)

Filed 2026-10-21

Tsfg, LLC

CLOSED

Shares0 from 877

Change-877 (-100%)

Value$0 (-$51.0K)

Filed 2026-10-23

Sumitomo Life Insurance Co

N/A

Shares— from 4,400,000

Change-4,400,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,084,783

Change-1,084,783 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 813,578

Change-813,578 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 713,262

Change-713,262 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 515,465

Change-515,465 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 469,271

Change-469,271 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 254,862

Change-254,862 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 180,339

Change-180,339 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 170,818

Change-170,818 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 135,013

Change-135,013 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 114,638

Change-114,638 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 102,966

Change-102,966 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 100,957

Change-100,957 (-100%)

Value—

UBS Group AG

N/A

Shares— from 99,195

Change-99,195 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 96,349

Change-96,349 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 78,139

Change-78,139 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 74,350

Change-74,350 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 73,620

Change-73,620 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 61,936

Change-61,936 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 59,993

Change-59,993 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 46,978

Change-46,978 (-100%)

Value—

&partners

N/A

Shares— from 41,982

Change-41,982 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 38,796

Change-38,796 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 37,337

Change-37,337 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 33,908

Change-33,908 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 31,867

Change-31,867 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 28,856

Change-28,856 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 25,576

Change-25,576 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 23,502

Change-23,502 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 22,533

Change-22,533 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 21,763

Change-21,763 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 19,726

Change-19,726 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 17,264

Change-17,264 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 17,044

Change-17,044 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 14,614

Change-14,614 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 13,184

Change-13,184 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 13,166

Change-13,166 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 12,270

Change-12,270 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 10,903

Change-10,903 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,761

Change-10,761 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,111

Change-10,111 (-100%)

Value—

Stephens Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 9,767

Change-9,767 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 9,514

Change-9,514 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 7,769

Change-7,769 (-100%)

Value—

Atlas Legacy Advisors, LLC

N/A

Shares— from 7,077

Change-7,077 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 7,020

Change-7,020 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 6,704

Change-6,704 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,510

Change-6,510 (-100%)

Value—

Tanglewood Legacy Advisors, LLC

N/A

Shares— from 6,390

Change-6,390 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 6,138

Change-6,138 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 5,387

Change-5,387 (-100%)

Value—

Elite Financial, Inc.

N/A

Shares— from 5,336

Change-5,336 (-100%)

Value—

Carson Advisory Inc.

N/A

Shares— from 5,100

Change-5,100 (-100%)

Value—

Mission Creek Capital Partners, Inc.

N/A

Shares— from 5,091

Change-5,091 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 4,871

Change-4,871 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 4,856

Change-4,856 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,767

Change-4,767 (-100%)

Value—

ProVise Management Group, LLC

N/A

Shares— from 4,470

Change-4,470 (-100%)

Value—

Mission Hills Financial Advisory, LLC

N/A

Shares— from 4,181

Change-4,181 (-100%)

Value—

Bridgewealth Advisory Group, LLC

N/A

Shares— from 4,015

Change-4,015 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 3,989

Change-3,989 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,974

Change-3,974 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,743

Change-3,743 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 3,720

Change-3,720 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,408

Change-3,408 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 850

Change-850 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 768

Change-768 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 570

Change-570 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 404

Change-404 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 367

Change-367 (-100%)

Value—

Migdal Insurance & Financial Holdings Ltd.

N/A

Shares— from 345

Change-345 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 287

Change-287 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 264

Change-264 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 262

Change-262 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 184

Change-184 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 5

Change-5 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Heartwood Wealth Advisors LLC	DECREASED	762,724	763,888	-1,164	0%	$44.3M	$43.6M	-$715.8K	2026-10-05
Commonwealth Equity Services, LLC	DECREASED	106,947	110,882	-3,935	-4%	$6.4M	$6.1M	-$319.2K	2026-11-02
Wealth Enhancement Advisory Services, LLC	DECREASED	77,430	95,582	-18,152	-19%	$5.7M	$4.5M	-$1.2M	2026-10-13
Ascentis Independent Advisors	NEW	59,091	—	+59,091	—	—	$3.4M	—	2026-11-03
J.W. Cole Advisors, Inc.	INCREASED	57,240	55,584	+1,656	+3%	$3.2M	$3.3M	+$47.4K	2026-11-05
Onyx Bridge Wealth Group LLC	INCREASED	55,492	53,734	+1,758	+3%	$3.1M	$3.2M	+$54.8K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	34,058	15,842	+18,216	+115%	$918.9K	$1.9M	+$1.0M	2026-11-02
Truist Financial Corp	INCREASED	33,168	32,500	+668	+2%	$1.9M	$1.9M	+$10.5K	2026-10-30
Kingswood Wealth Advisors, LLC	DECREASED	22,178	22,260	-82	0%	$1.3M	$1.3M	-$23.6K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	17,367	16,933	+434	+3%	$982.0K	$992.0K	+$10.0K	2026-11-02
Intrua Financial, LLC	UNCHANGED	16,575	16,575	0	0%	$961.4K	$947.2K	-$14.1K	2026-10-28
Ashton Thomas Securities, LLC	INCREASED	15,247	15,220	+27	+0%	$882.7K	$871.3K	-$11.4K	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	14,861	14,346	+515	+4%	$832.1K	$849.3K	+$17.2K	2026-10-16
Simplicity Wealth,LLC	DECREASED	13,677	13,885	-208	-1%	$805.3K	$781.7K	-$23.6K	2026-10-23
Aspiriant, LLC	UNCHANGED	13,430	13,430	0	0%	$778.9K	$767.5K	-$11.4K	2026-10-16
Herold Advisors, Inc.	INCREASED	12,152	11,835	+317	+3%	$690.0K	$694.5K	+$4.5K	2026-10-19
US Bancorp \de\	INCREASED	11,381	100	+11,281	+11281%	$5.8K	$650.4K	+$644.6K	2026-11-05
Prosperity Financial Group, Inc.	DECREASED	10,621	10,998	-377	-3%	$637.9K	$607.0K	-$30.9K	2026-10-29
Prospera Financial Services Inc	INCREASED	9,644	8,881	+763	+9%	$515.2K	$586.4K	+$71.2K	2026-11-04
Flagship Harbor Advisors, LLC	INCREASED	8,287	8,270	+17	+0%	$479.6K	$473.6K	-$6.0K	2026-10-26
International Assets Investment Management, LLC	UNCHANGED	7,950	7,950	0	0%	$463.6K	$453.9K	-$9.8K	2026-11-02
IFP Advisors, Inc	INCREASED	6,967	6,965	+2	+0%	$404.0K	$398.2K	-$5.8K	2026-10-16
Fifth Third Bancorp	INCREASED	6,588	6,196	+392	+6%	$359.4K	$376.5K	+$17.1K	2026-11-05
Kestra Private Wealth Services, LLC	INCREASED	6,424	6,415	+9	+0%	$372.1K	$367.2K	-$4.9K	2026-10-30
Englebert Financial Advisers, LLC	DECREASED	6,094	7,929	-1,835	-23%	$459.9K	$348.3K	-$111.6K	2026-10-20
Creative Financial Designs Inc	NEW	5,537	—	+5,537	—	—	$316.5K	—	2026-11-04
Claro Advisors Inc.	NEW	5,495	—	+5,495	—	—	$314.0K	—	2026-11-02
Sagespring Wealth Partners, LLC	NEW	4,862	—	+4,862	—	—	$277.9K	—	2026-10-22
Choreo, LLC	UNCHANGED	4,612	4,612	0	0%	$267.5K	$263.6K	-$3.9K	2026-10-28
Creative Planning	DECREASED	4,597	4,961	-364	-7%	$287.7K	$262.7K	-$25.0K	2026-11-02
Aurora Private Wealth, Inc.	INCREASED	4,367	4,329	+38	+1%	$251.0K	$250	-$250.8K	2026-10-20
Patriot Financial Group Insurance Agency, LLC	NEW	4,302	—	+4,302	—	—	$245.9K	—	2026-10-14
SeaBridge Investment Advisors LLC	NEW	4,240	—	+4,240	—	—	$242.3K	—	2026-11-02
Ashton Thomas Private Wealth, LLC	UNCHANGED	3,566	3,566	0	0%	$206.8K	$203.8K	-$3.0K	2026-11-03
Private Trust Co NA	UNCHANGED	2,163	2,163	0	0%	$125.5K	$123.6K	-$1.8K	2026-10-20
Nfsg Corp	DECREASED	1,950	2,106	-156	-7%	$122.2K	$111.4K	-$10.7K	2026-10-15
Cape Investment Advisory, Inc.	DECREASED	1,461	1,861	-400	-21%	$107.9K	$83.5K	-$24.4K	2026-10-13
Jacobi Capital Management LLC	NEW	1,449	—	+1,449	—	—	$82.8K	—	2026-11-05
Allspring Global Investments Holdings, LLC	NEW	1,253	—	+1,253	—	—	$71.5K	—	2026-11-04
First Community Trust NA	UNCHANGED	1,100	1,100	0	0%	$63.8K	$62.9K	-$935	2026-10-07
EverSource Wealth Advisors, LLC	DECREASED	870	890	-20	-2%	$51.6K	$49.7K	-$1.9K	2026-11-04
Capital Investment Advisory Services, LLC	DECREASED	560	765	-205	-27%	$44.4K	$32.0K	-$12.4K	2026-10-30
North Star Investment Management Corp.	UNCHANGED	500	500	0	0%	$29.0K	$28.6K	-$425	2026-10-27
Assetmark, Inc	DECREASED	301	311	-10	-3%	$18.0K	$17.2K	-$836	2026-10-21
Triumph Capital Management	UNCHANGED	246	246	0	0%	$14.3K	$14.1K	-$209	2026-10-14
Rossby Financial, LCC	UNCHANGED	225	225	0	0%	$13.1K	$12.9K	-$191	2026-11-05
Key FInancial Inc	UNCHANGED	207	207	0	0%	$12.0K	$11.8K	-$176	2026-11-02
Hilton Head Capital Partners, LLC	INCREASED	178	177	+1	+1%	$10.3K	$10.2K	-$95	2026-10-23
Farther Finance Advisors, LLC	UNCHANGED	135	135	0	0%	$7.8K	$7.7K	-$115	2026-10-08
Spire Wealth Management	UNCHANGED	101	101	0	0%	$5.9K	$5.8K	-$86	2026-10-30
Integrity Alliance, Llc.	CLOSED	0	39,645	-39,645	-100%	$2.3M	$0	-$2.3M	2026-10-29
Axxcess Wealth Management, LLC	CLOSED	0	7,077	-7,077	-100%	$410.5K	$0	-$410.5K	2026-10-21
Tsfg, LLC	CLOSED	0	877	-877	-100%	$51.0K	$0	-$51.0K	2026-10-23
Sumitomo Life Insurance Co	N/A	—	4,400,000	-4,400,000	-100%	$255.2M	—	—	—
Morgan Stanley	N/A	—	1,084,783	-1,084,783	-100%	$62.9M	—	—	—
LPL Financial LLC	N/A	—	813,578	-813,578	-100%	$47.2M	—	—	—
Allworth Financial LP	N/A	—	713,262	-713,262	-100%	$41.4M	—	—	—
Bank of America Corp	N/A	—	515,465	-515,465	-100%	$29.9M	—	—	—
Wells Fargo & Company	N/A	—	469,271	-469,271	-100%	$27.2M	—	—	—
Raymond James Financial Inc	N/A	—	254,862	-254,862	-100%	$14.8M	—	—	—
Ameriprise Financial Inc	N/A	—	180,339	-180,339	-100%	$10.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	170,818	-170,818	-100%	$9.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	135,013	-135,013	-100%	$7.8M	—	—	—
Private Advisor Group, LLC	N/A	—	114,638	-114,638	-100%	$6.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	102,966	-102,966	-100%	$6.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	100,957	-100,957	-100%	$6.0M	—	—	—
UBS Group AG	N/A	—	99,195	-99,195	-100%	$5.8M	—	—	—
Stifel Financial Corp	N/A	—	96,349	-96,349	-100%	$5.6M	—	—	—
JPMorgan Chase & Co	N/A	—	78,139	-78,139	-100%	$4.6M	—	—	—
Cetera Investment Advisers	N/A	—	74,350	-74,350	-100%	$4.3M	—	—	—
Huntington National Bank	N/A	—	73,620	-73,620	-100%	$4.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	61,936	-61,936	-100%	$3.6M	—	—	—
HighTower Advisors, LLC	N/A	—	59,993	-59,993	-100%	$3.5M	—	—	—
Royal Bank of Canada	N/A	—	46,978	-46,978	-100%	$2.7M	—	—	—
&partners	N/A	—	41,982	-41,982	-100%	$2.4M	—	—	—
Wealthspire Advisors, LLC	N/A	—	38,796	-38,796	-100%	$2.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	37,337	-37,337	-100%	$2.2M	—	—	—
WCG Wealth Advisors LLC	N/A	—	33,908	-33,908	-100%	$2.0M	—	—	—
Equitable Holdings, Inc.	N/A	—	31,867	-31,867	-100%	$1.8M	—	—	—
NewEdge Advisors, LLC	N/A	—	28,856	-28,856	-100%	$1.7M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	25,576	-25,576	-100%	$1.5M	—	—	—
AE Wealth Management LLC	N/A	—	23,502	-23,502	-100%	$1.4M	—	—	—
MML Investors Services, LLC	N/A	—	22,533	-22,533	-100%	$1.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	21,763	-21,763	-100%	$1.3M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	19,726	-19,726	-100%	$1.1M	—	—	—
Captrust Financial Advisors	N/A	—	17,264	-17,264	-100%	$1.0M	—	—	—
Citadel Advisors LLC	N/A	—	17,044	-17,044	-100%	$988.6K	—	—	—
Savvy Advisors, Inc.	N/A	—	14,614	-14,614	-100%	$847.6K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	13,184	-13,184	-100%	$764.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	13,166	-13,166	-100%	$763.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	12,270	-12,270	-100%	$711.7K	—	—	—
Park Place Capital Corp	N/A	—	11,500	-11,500	-100%	$667.0K	—	—	—
Benjamin Edwards Inc	N/A	—	10,903	-10,903	-100%	$632.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,761	-10,761	-100%	$624.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,111	-10,111	-100%	$586.4K	—	—	—
Stephens Inc	N/A	—	10,000	-10,000	-100%	$580.0K	—	—	—
IFG Advisory, LLC	N/A	—	9,767	-9,767	-100%	$566.5K	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	9,514	-9,514	-100%	$551.8K	—	—	—
Summit Financial, LLC	N/A	—	7,769	-7,769	-100%	$450.6K	—	—	—
Atlas Legacy Advisors, LLC	N/A	—	7,077	-7,077	-100%	$410.5K	—	—	—
Money Concepts Capital Corp	N/A	—	7,020	-7,020	-100%	$407.2K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	6,704	-6,704	-100%	$388.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,510	-6,510	-100%	$377.6K	—	—	—
Tanglewood Legacy Advisors, LLC	N/A	—	6,390	-6,390	-100%	$370.6K	—	—	—
Mutual Advisors, LLC	N/A	—	6,138	-6,138	-100%	$356.0K	—	—	—
GTS Securities LLC	N/A	—	5,387	-5,387	-100%	$312.4K	—	—	—
Elite Financial, Inc.	N/A	—	5,336	-5,336	-100%	$309.0K	—	—	—
Carson Advisory Inc.	N/A	—	5,100	-5,100	-100%	$295.8K	—	—	—
Mission Creek Capital Partners, Inc.	N/A	—	5,091	-5,091	-100%	$295.3K	—	—	—
Baird Financial Group, Inc.	N/A	—	4,871	-4,871	-100%	$282.5K	—	—	—
Snowden Capital Advisors LLC	N/A	—	4,856	-4,856	-100%	$281.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,767	-4,767	-100%	$276.5K	—	—	—
ProVise Management Group, LLC	N/A	—	4,470	-4,470	-100%	$259.3K	—	—	—
Mission Hills Financial Advisory, LLC	N/A	—	4,181	-4,181	-100%	$242.5K	—	—	—
Bridgewealth Advisory Group, LLC	N/A	—	4,015	-4,015	-100%	$232.9K	—	—	—
Mariner, LLC	N/A	—	3,989	-3,989	-100%	$231.4K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,974	-3,974	-100%	$230.5K	—	—	—
Harbour Investments, Inc.	N/A	—	3,743	-3,743	-100%	$217.1K	—	—	—
Essex Financial Services, Inc.	N/A	—	3,720	-3,720	-100%	$215.8K	—	—	—
FMR LLC	N/A	—	3,408	-3,408	-100%	$197.6K	—	—	—
Colonial Trust Advisors	N/A	—	850	-850	-100%	$49.3K	—	—	—
Arax Advisory Partners	N/A	—	768	-768	-100%	$44.5K	—	—	—
Anchor Investment Management, LLC	N/A	—	570	-570	-100%	$33.1K	—	—	—
Capital Analysts, LLC	N/A	—	404	-404	-100%	$23	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	367	-367	-100%	$21.3K	—	—	—
Migdal Insurance & Financial Holdings Ltd.	N/A	—	345	-345	-100%	$20.0K	—	—	—
Colonial Trust Co / SC	N/A	—	300	-300	-100%	$17.7K	—	—	—
Bogart Wealth, LLC	N/A	—	287	-287	-100%	$16.6K	—	—	—
Aventura Private Wealth, LLC	N/A	—	264	-264	-100%	$15.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	262	-262	-100%	$15.2K	—	—	—
Financial Life Planners	N/A	—	184	-184	-100%	$10.7K	—	—	—
Synergy Investment Management, LLC	N/A	—	150	-150	-100%	$8.7K	—	—	—
Hantz Financial Services, Inc.	N/A	—	5	-5	-100%	$0	—	—	—
Russell Investments Group, Ltd.	N/A	—	3	-3	-100%	$174	—	—	—
Vanguard Advisers Inc	N/A	—	3	-3	-100%	$179	—	—	—

Showing 135 of 135 institutions