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Invesco S&P 500 Revenue ETF (RWL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,114,639 from 6,638,080
Change+476,559 (+7%)
Value$915.5M (+$67.4M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED
Shares2,212,489 from 2,154,797
Change+57,692 (+3%)
Value$284.7M (+$9.4M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares1,802,268 from 1,740,482
Change+61,786 (+4%)
Value$231.9M (+$9.6M)
Filed 2026-11-05
Fusion Family Wealth, LLC
DECREASED
Shares1,659,446 from 1,666,476
Change-7,030 (0%)
Value$213.5M (+$628.5K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares1,214,222 from 957,224
Change+256,998 (+27%)
Value$155.1M (+$32.8M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares839,911 from 832,552
Change+7,359 (+1%)
Value$108.1M (+$1.7M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares393,280 from 328,887
Change+64,393 (+20%)
Value$50.6M (+$8.6M)
Filed 2026-11-02
Klingman & Associates, LLC
INCREASED
Shares367,583 from 353,559
Change+14,024 (+4%)
Value$47.3M (+$2.1M)
Filed 2026-10-20
Investment Planning Advisors, Inc.
INCREASED
Shares335,973 from 322,460
Change+13,513 (+4%)
Value$43.2M (+$2.0M)
Filed 2026-10-14
Kozak & Associates, Inc.
DECREASED
Shares315,162 from 333,763
Change-18,601 (-6%)
Value$42.4M (-$514.6K)
Filed 2026-10-29
Everest Financial Group LLC
INCREASED
Shares267,488 from 252,019
Change+15,469 (+6%)
Value$34.4M (+$2.2M)
Filed 2026-11-06
Prairie Advisory, LLC
INCREASED
Shares257,396 from 100,084
Change+157,312 (+157%)
Value$33.1M (+$20.3M)
Filed 2026-10-19
Asset Allocation Strategies LLC
INCREASED
Shares242,677 from 227,158
Change+15,519 (+7%)
Value$31.2M (+$2.2M)
Filed 2026-10-20
Stewardship Advisors, LLC
DECREASED
Shares233,574 from 233,598
Change-24 (0%)
Value$30.1M (+$211.9K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares220,661 from 183,897
Change+36,764 (+20%)
Value$28.4M (+$4.9M)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares192,837 from 193,496
Change-659 (0%)
Value$24.8M (+$93.2K)
Filed 2026-11-06
CX Institutional
INCREASED
Shares189,765 from 91,198
Change+98,567 (+108%)
Value$24.4K (+$12.8K)
Filed 2026-10-02
Verdence Capital Advisors LLC
NEW
Shares170,313
Change+170,313
Value$21.9M
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares154,672 from 156,391
Change-1,719 (-1%)
Value$19.9M (-$77.2K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
DECREASED
Shares151,648 from 183,408
Change-31,760 (-17%)
Value$19.5M (-$3.9M)
Filed 2026-10-20
Blue Water Asset Management
DECREASED
Shares142,294 from 142,509
Change-215 (0%)
Value$18.3M (+$103.4K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
DECREASED
Shares136,309 from 173,316
Change-37,007 (-21%)
Value$17.5M (-$4.6M)
Filed 2026-10-09
Ashton Thomas Securities, LLC
INCREASED
Shares109,118 from 97,432
Change+11,686 (+12%)
Value$14.0M (+$1.5M)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares98,432 from 96,645
Change+1,787 (+2%)
Value$12.7M (+$318.9K)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
INCREASED
Shares92,726 from 89,476
Change+3,250 (+4%)
Value$12.4M (+$876.3K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares90,450 from 248,149
Change-157,699 (-64%)
Value$11.6M (-$20.1M)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED
Shares79,791 from 79,115
Change+676 (+1%)
Value$9.4M (+$57.6K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares73,048 from 71,980
Change+1,068 (+1%)
Value$9.4M (+$203.7K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
DECREASED
Shares72,662 from 72,877
Change-215 (0%)
Value$9.4M (+$39.4K)
Filed 2026-10-15
WJ Wealth Management, LLC
INCREASED
Shares67,365 from 46,073
Change+21,292 (+46%)
Value$8.7M (+$2.8M)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares57,630 from 55,062
Change+2,568 (+5%)
Value$7.4M (+$381.1K)
Filed 2026-10-23
Retirement Financial Solutions, LLC
INCREASED
Shares55,368 from 54,283
Change+1,085 (+2%)
Value$7.1M (+$189.6K)
Filed 2026-10-20
Colonial River Investments, LLC
INCREASED
Shares55,204 from 50,720
Change+4,484 (+9%)
Value$7.1M (+$623.7K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares54,632 from 60,845
Change-6,213 (-10%)
Value$7.0M (-$743.5K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares52,520 from 52,210
Change+310 (+1%)
Value$6.9M (+$126.0K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares50,842 from 52,268
Change-1,426 (-3%)
Value$6.5M (-$135.4K)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares49,704 from 56,289
Change-6,585 (-12%)
Value$6.4M (-$795.6K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares48,637 from 47,400
Change+1,237 (+3%)
Value$6.3M (+$202.8K)
Filed 2026-10-30
Optima Capital LLC
INCREASED
Shares47,673 from 45,959
Change+1,714 (+4%)
Value$6.1M (+$262.8K)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED
Shares46,460 from 45,523
Change+937 (+2%)
Value$6.0M (+$162.6K)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares45,284 from 43,273
Change+2,011 (+5%)
Value$6.0M (+$507.7K)
Filed 2026-10-15
Autumn Glory Partners, LLC
INCREASED
Shares44,046 from 39,037
Change+5,009 (+13%)
Value$5.7M (+$680.5K)
Filed 2026-10-26
Absolute Capital Management, LLC
DECREASED
Shares43,613 from 47,385
Change-3,772 (-8%)
Value$5.6M (-$441.8K)
Filed 2026-10-16
E&G Advisors, LLC
INCREASED
Shares42,985 from 28,023
Change+14,962 (+53%)
Value$5.5M (+$2.0M)
Filed 2026-10-13
RVW Wealth, LLC
UNCHANGED
Shares42,754 from 42,754
Change0 (0%)
Value$5.5M (+$39.3K)
Filed 2026-10-06
Wealth Management Partners, LLC
DECREASED
Shares41,162 from 44,763
Change-3,601 (-8%)
Value$5.3M (-$422.2K)
Filed 2026-10-21
Harbor Asset Planning, Inc.
INCREASED
Shares40,385 from 38,065
Change+2,320 (+6%)
Value$5.2M (+$333.3K)
Filed 2026-10-23
Integrity Wealth Advisors, Inc.
NEW
Shares40,117
Change+40,117
Value$5.2M
Filed 2026-10-29
Tompkins Financial Corp
DECREASED
Shares38,861 from 39,023
Change-162 (0%)
Value$5.0M (+$15.1K)
Filed 2026-10-05
Concurrent Investment Advisors, LLC
DECREASED
Shares35,971 from 125,695
Change-89,724 (-71%)
Value$4.6M (-$11.4M)
Filed 2026-10-16
Meridian Financial Advisors, LLC
INCREASED
Shares33,326 from 29,725
Change+3,601 (+12%)
Value$4.3M (+$490.7K)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares33,061 from 33,031
Change+30 (+0%)
Value$4.3M (+$34.2K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares28,279 from 28,198
Change+81 (+0%)
Value$3.6M (+$36.3K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares27,246 from 19,191
Change+8,055 (+42%)
Value$3.7M (+$1.2M)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares26,871
Change+26,871
Value$3.5M
Filed 2026-10-28
Firethorn Wealth Partners, LLC
DECREASED
Shares26,663 from 32,262
Change-5,599 (-17%)
Value$3.4M (-$690.8K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares25,945 from 26,433
Change-488 (-2%)
Value$3.3M (-$38.5K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares25,862 from 15,924
Change+9,938 (+62%)
Value$3.3M (+$1.3M)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares25,390 from 24,422
Change+968 (+4%)
Value$3.3M (+$147.0K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares24,871 from 24,782
Change+89 (+0%)
Value$3.2M (+$34.0K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares24,653 from 25,232
Change-579 (-2%)
Value$3.2M (-$51.2K)
Filed 2026-11-05
Capital Advantage, Inc.
NEW
Shares22,949
Change+22,949
Value$3.0M
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares22,501 from 21,643
Change+858 (+4%)
Value$2.9M (+$130.3K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
INCREASED
Shares21,764 from 21,747
Change+17 (+0%)
Value$2.8M (+$22.1K)
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED
Shares21,574 from 21,362
Change+212 (+1%)
Value$2.8M (+$47.0K)
Filed 2026-10-19
Rodgers & Associates, LTD
DECREASED
Shares21,564 from 21,724
Change-160 (-1%)
Value$2.8M (-$602)
Filed 2026-10-20
Solano Wealth Investment Advisors LLC
DECREASED
Shares18,114 from 18,366
Change-252 (-1%)
Value$2.3M (-$15.5K)
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares16,197 from 17,904
Change-1,707 (-10%)
Value$2.1M (-$203.1K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
INCREASED
Shares16,070 from 13,708
Change+2,362 (+17%)
Value$2.1M (+$316.6K)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares16,066 from 15,059
Change+1,007 (+7%)
Value$2.1M (+$143.5K)
Filed 2026-10-08
Money Concepts Capital Corp
INCREASED
Shares15,793 from 15,680
Change+113 (+1%)
Value$2.0M (+$29.0K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares14,797 from 14,109
Change+688 (+5%)
Value$1.9M (+$101.5K)
Filed 2026-10-08
Landaas & Co
INCREASED
Shares14,696 from 8,113
Change+6,583 (+81%)
Value$1.9M (+$854.6K)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares14,374 from 14,539
Change-165 (-1%)
Value$1.8M (-$7.9K)
Filed 2026-11-04
Fifth Third Securities, Inc.
DECREASED
Shares14,240 from 14,873
Change-633 (-4%)
Value$1.8M (-$67.8K)
Filed 2026-10-21
Nations Financial Group Inc,
DECREASED
Shares13,649 from 16,152
Change-2,503 (-15%)
Value$1.8M (-$307.4K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares12,247 from 13,562
Change-1,315 (-10%)
Value$1.6M (-$156.8K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares11,672 from 12,115
Change-443 (-4%)
Value$1.5M (-$45.8K)
Filed 2026-11-05
Redwood Financial Network Corp
INCREASED
Shares11,212 from 11,029
Change+183 (+2%)
Value$1.4M (+$33.7K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares11,165 from 10,463
Change+702 (+7%)
Value$1.4M (+$99.8K)
Filed 2026-10-19
Uptick Partners, LLC
DECREASED
Shares11,057 from 11,348
Change-291 (-3%)
Value$1.4M (-$27.0K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
INCREASED
Shares10,710 from 10,675
Change+35 (+0%)
Value$1.4M (+$14.3K)
Filed 2026-10-19
Key FInancial Inc
DECREASED
Shares10,691 from 11,530
Change-839 (-7%)
Value$1.4M (-$97.4K)
Filed 2026-11-02
Perryman Financial Advisory Inc
INCREASED
Shares10,621 from 10,128
Change+493 (+5%)
Value$1.4M (+$72.8K)
Filed 2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares10,252 from 10,032
Change+220 (+2%)
Value$1.3M (+$37.5K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
DECREASED
Shares10,203 from 10,391
Change-188 (-2%)
Value$1.3M (-$14.6K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares10,161 from 10,911
Change-750 (-7%)
Value$1.3M (-$86.5K)
Filed 2026-11-05
Fiera Capital Corp
UNCHANGED
Shares10,158 from 10,158
Change0 (0%)
Value$1.3M (+$9.3K)
Filed 2026-11-06
Collaborative Capital Advisors LLC
UNCHANGED
Shares9,865 from 9,865
Change0 (0%)
Value$1.3M (+$9.1K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares9,534 from 9,638
Change-104 (-1%)
Value$1.2M (-$4.5K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares9,428 from 9,238
Change+190 (+2%)
Value$1.2M (+$32.8K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares8,853 from 6,492
Change+2,361 (+36%)
Value$1.1M (+$309.7K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares8,391 from 10,863
Change-2,472 (-23%)
Value$1.1M (-$308.2K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares8,088 from 5,252
Change+2,836 (+54%)
Value$1.0M (+$369.8K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares7,451 from 7,282
Change+169 (+2%)
Value$958.8K (+$28.5K)
Filed 2026-10-14
Obermeyer Wealth Partners
UNCHANGED
Shares7,362 from 7,362
Change0 (0%)
Value$947.4K (+$6.8K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares6,911 from 7,604
Change-693 (-9%)
Value$889.3K (-$82.2K)
Filed 2026-10-15
Baldwin Wealth Partners LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$849.3K (+$6.1K)
Filed 2026-10-13
Savant Capital, LLC
UNCHANGED
Shares6,284 from 6,284
Change0 (0%)
Value$808.6K (+$5.8K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares5,802 from 1,629
Change+4,173 (+256%)
Value$747.0K (+$539.0K)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares5,753 from 5,766
Change-13 (0%)
Value$740.3K (+$3.6K)
Filed 2026-10-23
Modera Wealth Management, LLC
NEW
Shares5,350
Change+5,350
Value$688.4K
Filed 2026-10-28
Accurate Wealth Management, LLC
UNCHANGED
Shares5,245 from 5,245
Change0 (0%)
Value$698.2K (+$14.9K)
Filed 2026-10-20
Altium Investment Strategies LLC
UNCHANGED
Shares5,245 from 5,245
Change0 (0%)
Value$698.2K (+$14.9K)
Filed 2026-10-20
SBK Financial, Inc.
UNCHANGED
Shares5,131 from 5,131
Change0 (0%)
Value$660.3K (+$4.7K)
Filed 2026-11-02
Richmond Investment Services, LLC
INCREASED
Shares5,080 from 5,027
Change+53 (+1%)
Value$653.6K (+$11.4K)
Filed 2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED
Shares4,859 from 4,859
Change0 (0%)
Value$625.3K (+$4.5K)
Filed 2026-10-09
United Advisor Group, LLC
DECREASED
Shares4,744 from 4,857
Change-113 (-2%)
Value$610.5K (-$10.1K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares4,681 from 14,719
Change-10,038 (-68%)
Value$602.4K (-$1.3M)
Filed 2026-10-15
Cora Capital Advisors LLC
UNCHANGED
Shares4,522 from 4,522
Change0 (0%)
Value$581.9K (+$4.2K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares4,412 from 5,548
Change-1,136 (-20%)
Value$568 (-$708.4K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares4,366 from 4,184
Change+182 (+4%)
Value$590.7K (+$36.6K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares4,245 from 5,439
Change-1,194 (-22%)
Value$546.3K (-$148.6K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares4,202 from 4,501
Change-299 (-7%)
Value$540.7K (-$34.3K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares4,042 from 3,369
Change+673 (+20%)
Value$520.2K (+$89.7K)
Filed 2026-10-29
BridgePort Financial Solutions, LLC
NEW
Shares3,850
Change+3,850
Value$495.4K
Filed 2026-11-02
USAdvisors Wealth Management, LLC
INCREASED
Shares3,484 from 3,474
Change+10 (+0%)
Value$448 (-$442.6K)
Filed 2026-10-21
Rasp Wealth Solutions, LLC
INCREASED
Shares3,426 from 3,417
Change+9 (+0%)
Value$440.8K (+$4.2K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares3,369 from 2,757
Change+612 (+22%)
Value$433.5K (+$81.3K)
Filed 2026-10-16
Aprio Wealth Management, LLC
UNCHANGED
Shares3,265 from 3,265
Change0 (0%)
Value$420.1K (+$3.0K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares3,164 from 440
Change+2,724 (+619%)
Value$407.1K (+$350.9K)
Filed 2026-10-28
Diligent Investors, LLC
INCREASED
Shares3,028 from 3,025
Change+3 (+0%)
Value$389.6K (+$3.2K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares2,992 from 2,837
Change+155 (+5%)
Value$385.0K (+$22.6K)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares2,973 from 2,972
Change+1 (+0%)
Value$382.6K (+$3.0K)
Filed 2026-10-19
Lockerman Financial Group, Inc.
INCREASED
Shares2,909 from 2,798
Change+111 (+4%)
Value$374.3K (+$16.8K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,899 from 2,854
Change+45 (+2%)
Value$373.1K (+$8.5K)
Filed 2026-10-13
Michels Family Financial, LLC
INCREASED
Shares2,892 from 2,884
Change+8 (+0%)
Value$372.1K (+$3.7K)
Filed 2026-11-02
Gilbert Capital Group, Inc.
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$371.9K (+$2.7K)
Filed 2026-10-28
Main Street Group, LTD
DECREASED
Shares2,785 from 2,819
Change-34 (-1%)
Value$358.4K (-$1.8K)
Filed 2026-10-28
Parsons Capital Management Inc
UNCHANGED
Shares2,760 from 2,760
Change0 (0%)
Value$355.2K (+$2.5K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares2,654 from 2,653
Change+1 (+0%)
Value$341.5K (+$2.6K)
Filed 2026-11-03
Aspect Partners, LLC
UNCHANGED
Shares2,652 from 2,652
Change0 (0%)
Value$341.3K (+$2.4K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
INCREASED
Shares2,647 from 2,639
Change+8 (+0%)
Value$340.6K (+$3.5K)
Filed 2026-10-22
MCF Advisors LLC
INCREASED
Shares2,549 from 2,467
Change+82 (+3%)
Value$328.0K (+$12.7K)
Filed 2026-10-28
Marks Group Wealth Management, Inc
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$324.3K (+$2.3K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares2,506 from 2,679
Change-173 (-6%)
Value$322.5K (-$19.8K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares2,230 from 2,225
Change+5 (+0%)
Value$286.9K (+$2.6K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares2,202 from 2,200
Change+2 (+0%)
Value$283.4K (+$2.4K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares2,200 from 2,380
Change-180 (-8%)
Value$283.1K (-$21.0K)
Filed 2026-10-20
Shaker Investments LLC
NEW
Shares2,163
Change+2,163
Value$278.3K
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares2,156 from 2,151
Change+5 (+0%)
Value$277.4K (+$2.6K)
Filed 2026-10-26
Huntleigh Advisors, Inc.
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$274.9K (+$2.0K)
Filed 2026-11-03
McHugh Group, LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$267.7K (+$1.9K)
Filed 2026-10-19
Wealth Effects LLC
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$260.6K (+$1.9K)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$259.5K (+$1.9K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares1,965 from 1,960
Change+5 (+0%)
Value$252.9K (+$2.5K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares1,928 from 1,943
Change-15 (-1%)
Value$248.1K (-$143)
Filed 2026-11-06
Atlas Brown,Inc.
INCREASED
Shares1,881 from 1,875
Change+6 (+0%)
Value$242.0K (+$2.5K)
Filed 2026-10-09
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$228.3K (+$1.6K)
Filed 2026-11-05
Indivisible Partners
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$224.6K (+$1.7K)
Filed 2026-10-26
Legacy Advisory Services, LLC
NEW
Shares1,723
Change+1,723
Value$221.7K
Filed 2026-10-20
Diversified Enterprises, LLC
UNCHANGED
Shares1,719 from 1,719
Change0 (0%)
Value$221.2K (+$1.6K)
Filed 2026-10-19
Avior Wealth Management, LLC
NEW
Shares1,711
Change+1,711
Value$220.2K
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares1,703 from 1,703
Change0 (0%)
Value$217.7K ($0)
Filed 2026-10-26
Balboa Wealth Partners
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$214.9K (+$1.5K)
Filed 2026-10-20
Valmark Advisers, Inc.
DECREASED
Shares1,652 from 1,752
Change-100 (-6%)
Value$212.6K (-$11.3K)
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares1,624 from 1,624
Change0 (0%)
Value$209.0K (+$1.5K)
Filed 2026-11-06
LongView Wealth Management
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$205.9K (+$1.5K)
Filed 2026-10-19
HB Wealth Management, LLC
NEW
Shares1,580
Change+1,580
Value$203.3K
Filed 2026-10-23
Turning Point Benefit Group, Inc.
DECREASED
Shares1,580 from 1,927
Change-347 (-18%)
Value$204.1K (-$43.0K)
Filed 2026-10-28
Pflug Koory, LLC
INCREASED
Shares1,564 from 1,563
Change+1 (+0%)
Value$201.3K (+$1.6K)
Filed 2026-10-26
AlphaCore Capital LLC
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$152.4K (+$1.1K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares1,183 from 1,306
Change-123 (-9%)
Value$152.2K (-$14.6K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,140 from 1,117
Change+23 (+2%)
Value$146.7K (+$3.9K)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares1,125 from 1,204
Change-79 (-7%)
Value$144.8K (-$9.1K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares1,004 from 1,762
Change-758 (-43%)
Value$129.2K (-$95.9K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares980 from 1,116
Change-136 (-12%)
Value$126.1K (-$16.5K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
NEW
Shares836
Change+836
Value$107.6K
Filed 2026-11-03
Nova Financial LLC
NEW
Shares790
Change+790
Value$101.7K
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$100.0K ($0)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$79.1K (+$566)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares599 from 34
Change+565 (+1662%)
Value$77.1K (+$72.7K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
NEW
Shares521
Change+521
Value$67.3K
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$66.4K (+$475)
Filed 2026-10-13
Thompson Investment Management, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$64.3K (+$460)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares497
Change+497
Value$64.0K
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$62.8K (+$449)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$59.3K (+$424)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares401 from 380
Change+21 (+6%)
Value$51.6K (+$3.1K)
Filed 2026-10-26
Planning Strategies Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$49.0K (+$350)
Filed 2026-10-02
Russell Investments Group, Ltd.
DECREASED
Shares348 from 429
Change-81 (-19%)
Value$44.8K (-$10.0K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$43.8K (+$313)
Filed 2026-10-15
GoalVest Advisory LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$42.7K (+$306)
Filed 2026-10-02
Realta Investment Advisors
NEW
Shares304
Change+304
Value$39.1K
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares267 from 1,219
Change-952 (-78%)
Value$34.4K (-$121.4K)
Filed 2026-10-14
Caldwell Trust Co
NEW
Shares250
Change+250
Value$32.2K
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$29.7K (+$212)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares139 from 66
Change+73 (+111%)
Value$17.9K (+$9.5K)
Filed 2026-10-16
Spire Wealth Management
NEW
Shares136
Change+136
Value$17.5K
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$16.7K (+$120)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares73 from 72
Change+1 (+1%)
Value$9.3K (+$95)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.1K (+$37)
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares37
Change+37
Value$4.8K
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.6K (+$33)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.9K (+$27)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.6K (+$19)
Filed 2026-10-22
High Note Wealth, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.9K (+$19)
Filed 2026-10-27
Scarborough Advisors, LLC
CLOSED
Shares0 from 218,171
Change-218,171 (-100%)
Value$0 (-$28.1M)
Filed 2026-10-16
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 9,193
Change-9,193 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Banta Asset Management LP
CLOSED
Shares0 from 6,125
Change-6,125 (-100%)
Value$0 (-$782.5K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
CLOSED
Shares0 from 2,296
Change-2,296 (-100%)
Value$0 (-$293.3K)
Filed 2026-11-02
Retirement Planning Group, LLC
CLOSED
Shares0 from 1,698
Change-1,698 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$84.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$24.3K)
Filed 2026-11-06
Pittenger & Anderson Inc
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$683)
Filed 2026-10-13
Invesco Ltd.
N/A
Shares— from 10,557,671
Change-10,557,671 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,724,055
Change-3,724,055 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,340,730
Change-3,340,730 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,261,592
Change-2,261,592 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,231,922
Change-1,231,922 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,195,593
Change-1,195,593 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,147,741
Change-1,147,741 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 942,746
Change-942,746 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 872,105
Change-872,105 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 688,862
Change-688,862 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 644,734
Change-644,734 (-100%)
Value—
UBS Group AG
N/A
Shares— from 537,165
Change-537,165 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 456,748
Change-456,748 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 423,720
Change-423,720 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 381,264
Change-381,264 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 296,838
Change-296,838 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 291,325
Change-291,325 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 272,048
Change-272,048 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 232,211
Change-232,211 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 228,455
Change-228,455 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 220,752
Change-220,752 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 205,291
Change-205,291 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 201,381
Change-201,381 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 175,559
Change-175,559 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 162,868
Change-162,868 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 159,636
Change-159,636 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 156,667
Change-156,667 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 149,668
Change-149,668 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 142,225
Change-142,225 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 142,067
Change-142,067 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 132,040
Change-132,040 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 109,836
Change-109,836 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 90,925
Change-90,925 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 86,318
Change-86,318 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 83,090
Change-83,090 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 81,131
Change-81,131 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 75,076
Change-75,076 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 69,322
Change-69,322 (-100%)
Value—
&partners
N/A
Shares— from 68,211
Change-68,211 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 67,980
Change-67,980 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 65,611
Change-65,611 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 63,756
Change-63,756 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 62,100
Change-62,100 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 54,571
Change-54,571 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 54,367
Change-54,367 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 53,259
Change-53,259 (-100%)
Value—
Nwam LLC
N/A
Shares— from 51,874
Change-51,874 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 49,888
Change-49,888 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 43,942
Change-43,942 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 43,507
Change-43,507 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 42,335
Change-42,335 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 41,790
Change-41,790 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 41,107
Change-41,107 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 40,987
Change-40,987 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 38,506
Change-38,506 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 37,664
Change-37,664 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 37,639
Change-37,639 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 36,191
Change-36,191 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,961
Change-35,961 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 33,492
Change-33,492 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 33,159
Change-33,159 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 32,495
Change-32,495 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 30,621
Change-30,621 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 29,702
Change-29,702 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 25,173
Change-25,173 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 23,939
Change-23,939 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 23,574
Change-23,574 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 23,446
Change-23,446 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 23,409
Change-23,409 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,849
Change-22,849 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 22,745
Change-22,745 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,101
Change-20,101 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 17,530
Change-17,530 (-100%)
Value—
FMR LLC
N/A
Shares— from 17,096
Change-17,096 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,690
Change-16,690 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 15,301
Change-15,301 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 14,770
Change-14,770 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 13,985
Change-13,985 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,915
Change-13,915 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 13,548
Change-13,548 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 13,479
Change-13,479 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 13,398
Change-13,398 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,796
Change-12,796 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,403
Change-11,403 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,816
Change-10,816 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,375
Change-10,375 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,099
Change-9,099 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 8,307
Change-8,307 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 745
Change-745 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 645
Change-645 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 640
Change-640 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 428
Change-428 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 293
Change-293 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 246
Change-246 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 136
Change-136 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 107
Change-107 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5
Change-5 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,114,6396,638,080+476,559+7%$848.1M$915.5M+$67.4M2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED2,212,4892,154,797+57,692+3%$275.3M$284.7M+$9.4M2026-10-26
Bank of New York Mellon Corp
INCREASED1,802,2681,740,482+61,786+4%$222.4M$231.9M+$9.6M2026-11-05
Fusion Family Wealth, LLC
DECREASED1,659,4461,666,476-7,0300%$212.9M$213.5M+$628.5K2026-11-02
Allworth Financial LP
INCREASED1,214,222957,224+256,998+27%$122.3M$155.1M+$32.8M2026-11-06
Commonwealth Equity Services, LLC
INCREASED839,911832,552+7,359+1%$106.4M$108.1M+$1.7M2026-11-02
Kestra Advisory Services, LLC
INCREASED393,280328,887+64,393+20%$42.0M$50.6M+$8.6M2026-11-02
Klingman & Associates, LLC
INCREASED367,583353,559+14,024+4%$45.2M$47.3M+$2.1M2026-10-20
Investment Planning Advisors, Inc.
INCREASED335,973322,460+13,513+4%$41.2M$43.2M+$2.0M2026-10-14
Kozak & Associates, Inc.
DECREASED315,162333,763-18,601-6%$42.9M$42.4M-$514.6K2026-10-29
Everest Financial Group LLC
INCREASED267,488252,019+15,469+6%$32.2M$34.4M+$2.2M2026-11-06
Prairie Advisory, LLC
INCREASED257,396100,084+157,312+157%$12.8M$33.1M+$20.3M2026-10-19
Asset Allocation Strategies LLC
INCREASED242,677227,158+15,519+7%$29.0M$31.2M+$2.2M2026-10-20
Stewardship Advisors, LLC
DECREASED233,574233,598-240%$29.8M$30.1M+$211.9K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED220,661183,897+36,764+20%$23.5M$28.4M+$4.9M2026-11-02
Merit Financial Group, LLC
DECREASED192,837193,496-6590%$24.7M$24.8M+$93.2K2026-11-06
CX Institutional
INCREASED189,76591,198+98,567+108%$11.7K$24.4K+$12.8K2026-10-02
Verdence Capital Advisors LLC
NEW170,313—+170,313——$21.9M—2026-10-26
EverSource Wealth Advisors, LLC
DECREASED154,672156,391-1,719-1%$20.0M$19.9M-$77.2K2026-11-04
Commonwealth Financial Services, LLC
DECREASED151,648183,408-31,760-17%$23.4M$19.5M-$3.9M2026-10-20
Blue Water Asset Management
DECREASED142,294142,509-2150%$18.2M$18.3M+$103.4K2026-11-04
Cadent Capital Advisors, LLC
DECREASED136,309173,316-37,007-21%$22.1M$17.5M-$4.6M2026-10-09
Ashton Thomas Securities, LLC
INCREASED109,11897,432+11,686+12%$12.4M$14.0M+$1.5M2026-10-26
Moneco Advisors, LLC
INCREASED98,43296,645+1,787+2%$12.3M$12.7M+$318.9K2026-11-05
Kraft, Davis & Associates, LLC
INCREASED92,72689,476+3,250+4%$11.6M$12.4M+$876.3K2026-10-21
Axxcess Wealth Management, LLC
DECREASED90,450248,149-157,699-64%$31.7M$11.6M-$20.1M2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED79,79179,115+676+1%$9.3M$9.4M+$57.6K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED73,04871,980+1,068+1%$9.2M$9.4M+$203.7K2026-10-20
Resonant Capital Advisors, LLC
DECREASED72,66272,877-2150%$9.3M$9.4M+$39.4K2026-10-15
WJ Wealth Management, LLC
INCREASED67,36546,073+21,292+46%$5.9M$8.7M+$2.8M2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED57,63055,062+2,568+5%$7.0M$7.4M+$381.1K2026-10-23
Retirement Financial Solutions, LLC
INCREASED55,36854,283+1,085+2%$6.9M$7.1M+$189.6K2026-10-20
Colonial River Investments, LLC
INCREASED55,20450,720+4,484+9%$6.5M$7.1M+$623.7K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED54,63260,845-6,213-10%$7.8M$7.0M-$743.5K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED52,52052,210+310+1%$6.8M$6.9M+$126.0K2026-10-13
Intrua Financial, LLC
DECREASED50,84252,268-1,426-3%$6.7M$6.5M-$135.4K2026-10-28
Avestar Capital, LLC
DECREASED49,70456,289-6,585-12%$7.2M$6.4M-$795.6K2026-10-28
Truist Financial Corp
INCREASED48,63747,400+1,237+3%$6.1M$6.3M+$202.8K2026-10-30
Optima Capital LLC
INCREASED47,67345,959+1,714+4%$5.9M$6.1M+$262.8K2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED46,46045,523+937+2%$5.8M$6.0M+$162.6K2026-10-26
AdvisorNet Financial, Inc
INCREASED45,28443,273+2,011+5%$5.5M$6.0M+$507.7K2026-10-15
Autumn Glory Partners, LLC
INCREASED44,04639,037+5,009+13%$5.0M$5.7M+$680.5K2026-10-26
Absolute Capital Management, LLC
DECREASED43,61347,385-3,772-8%$6.1M$5.6M-$441.8K2026-10-16
E&G Advisors, LLC
INCREASED42,98528,023+14,962+53%$3.6M$5.5M+$2.0M2026-10-13
RVW Wealth, LLC
UNCHANGED42,75442,75400%$5.5M$5.5M+$39.3K2026-10-06
Wealth Management Partners, LLC
DECREASED41,16244,763-3,601-8%$5.7M$5.3M-$422.2K2026-10-21
Harbor Asset Planning, Inc.
INCREASED40,38538,065+2,320+6%$4.9M$5.2M+$333.3K2026-10-23
Integrity Wealth Advisors, Inc.
NEW40,117—+40,117——$5.2M—2026-10-29
Tompkins Financial Corp
DECREASED38,86139,023-1620%$5.0M$5.0M+$15.1K2026-10-05
Concurrent Investment Advisors, LLC
DECREASED35,971125,695-89,724-71%$16.1M$4.6M-$11.4M2026-10-16
Meridian Financial Advisors, LLC
INCREASED33,32629,725+3,601+12%$3.8M$4.3M+$490.7K2026-10-14
Ignite Planners, LLC
INCREASED33,06133,031+30+0%$4.2M$4.3M+$34.2K2026-10-14
Independent Financial Group, LLC
INCREASED28,27928,198+81+0%$3.6M$3.6M+$36.3K2026-10-13
Prospera Financial Services Inc
INCREASED27,24619,191+8,055+42%$2.5M$3.7M+$1.2M2026-11-04
Partners Wealth Management, LLC
NEW26,871—+26,871——$3.5M—2026-10-28
Firethorn Wealth Partners, LLC
DECREASED26,66332,262-5,599-17%$4.1M$3.4M-$690.8K2026-10-14
MGO One Seven LLC
DECREASED25,94526,433-488-2%$3.4M$3.3M-$38.5K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED25,86215,924+9,938+62%$2.0M$3.3M+$1.3M2026-10-21
Simplicity Wealth,LLC
INCREASED25,39024,422+968+4%$3.1M$3.3M+$147.0K2026-10-23
Thrivent Financial for Lutherans
INCREASED24,87124,782+89+0%$3.2M$3.2M+$34.0K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED24,65325,232-579-2%$3.2M$3.2M-$51.2K2026-11-05
Capital Advantage, Inc.
NEW22,949—+22,949——$3.0M—2026-10-14
Brookstone Capital Management
INCREASED22,50121,643+858+4%$2.8M$2.9M+$130.3K2026-10-22
Tcfg Investment Advisors, LLC
INCREASED21,76421,747+17+0%$2.8M$2.8M+$22.1K2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED21,57421,362+212+1%$2.7M$2.8M+$47.0K2026-10-19
Rodgers & Associates, LTD
DECREASED21,56421,724-160-1%$2.8M$2.8M-$6022026-10-20
Solano Wealth Investment Advisors LLC
DECREASED18,11418,366-252-1%$2.3M$2.3M-$15.5K2026-11-06
Golden State Wealth Management, LLC
DECREASED16,19717,904-1,707-10%$2.3M$2.1M-$203.1K2026-11-02
Amplius Wealth Advisors, LLC
INCREASED16,07013,708+2,362+17%$1.8M$2.1M+$316.6K2026-10-20
Titleist Asset Management, LLC
INCREASED16,06615,059+1,007+7%$1.9M$2.1M+$143.5K2026-10-08
Money Concepts Capital Corp
INCREASED15,79315,680+113+1%$2.0M$2.0M+$29.0K2026-11-06
Farther Finance Advisors, LLC
INCREASED14,79714,109+688+5%$1.8M$1.9M+$101.5K2026-10-08
Landaas & Co
INCREASED14,6968,113+6,583+81%$1.0M$1.9M+$854.6K2026-10-29
Citigroup Inc
DECREASED14,37414,539-165-1%$1.9M$1.8M-$7.9K2026-11-04
Fifth Third Securities, Inc.
DECREASED14,24014,873-633-4%$1.9M$1.8M-$67.8K2026-10-21
Nations Financial Group Inc,
DECREASED13,64916,152-2,503-15%$2.1M$1.8M-$307.4K2026-11-05
Creative Planning
DECREASED12,24713,562-1,315-10%$1.7M$1.6M-$156.8K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED11,67212,115-443-4%$1.5M$1.5M-$45.8K2026-11-05
Redwood Financial Network Corp
INCREASED11,21211,029+183+2%$1.4M$1.4M+$33.7K2026-11-03
Secure Asset Management, LLC
INCREASED11,16510,463+702+7%$1.3M$1.4M+$99.8K2026-10-19
Uptick Partners, LLC
DECREASED11,05711,348-291-3%$1.4M$1.4M-$27.0K2026-11-04
Acorn Wealth Advisors, LLC
INCREASED10,71010,675+35+0%$1.4M$1.4M+$14.3K2026-10-19
Key FInancial Inc
DECREASED10,69111,530-839-7%$1.5M$1.4M-$97.4K2026-11-02
Perryman Financial Advisory Inc
INCREASED10,62110,128+493+5%$1.3M$1.4M+$72.8K2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED10,25210,032+220+2%$1.3M$1.3M+$37.5K2026-10-09
Dynamic Advisor Solutions LLC
DECREASED10,20310,391-188-2%$1.3M$1.3M-$14.6K2026-10-13
Fifth Third Bancorp
DECREASED10,16110,911-750-7%$1.4M$1.3M-$86.5K2026-11-05
Fiera Capital Corp
UNCHANGED10,15810,15800%$1.3M$1.3M+$9.3K2026-11-06
Collaborative Capital Advisors LLC
UNCHANGED9,8659,86500%$1.3M$1.3M+$9.1K2026-11-06
Level Four Advisory Services, LLC
DECREASED9,5349,638-104-1%$1.2M$1.2M-$4.5K2026-11-06
Integrated Advisors Network LLC
INCREASED9,4289,238+190+2%$1.2M$1.2M+$32.8K2026-10-20
Signal Advisors Wealth, LLC
INCREASED8,8536,492+2,361+36%$829.4K$1.1M+$309.7K2026-10-13
Creative Financial Designs Inc
DECREASED8,39110,863-2,472-23%$1.4M$1.1M-$308.2K2026-11-04
PFG Advisors
INCREASED8,0885,252+2,836+54%$671.0K$1.0M+$369.8K2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED7,4517,282+169+2%$930.3K$958.8K+$28.5K2026-10-14
Obermeyer Wealth Partners
UNCHANGED7,3627,36200%$940.6K$947.4K+$6.8K2026-10-21
WealthPlan Investment Management, LLC
DECREASED6,9117,604-693-9%$971.5K$889.3K-$82.2K2026-10-15
Baldwin Wealth Partners LLC
UNCHANGED6,6006,60000%$843.2K$849.3K+$6.1K2026-10-13
Savant Capital, LLC
UNCHANGED6,2846,28400%$802.8K$808.6K+$5.8K2026-11-06
Park Avenue Securities LLC
INCREASED5,8021,629+4,173+256%$208.0K$747.0K+$539.0K2026-10-26
Sowell Financial Services LLC
DECREASED5,7535,766-130%$736.7K$740.3K+$3.6K2026-10-23
Modera Wealth Management, LLC
NEW5,350—+5,350——$688.4K—2026-10-28
Accurate Wealth Management, LLC
UNCHANGED5,2455,24500%$683.3K$698.2K+$14.9K2026-10-20
Altium Investment Strategies LLC
UNCHANGED5,2455,24500%$683.3K$698.2K+$14.9K2026-10-20
SBK Financial, Inc.
UNCHANGED5,1315,13100%$655.5K$660.3K+$4.7K2026-11-02
Richmond Investment Services, LLC
INCREASED5,0805,027+53+1%$642.2K$653.6K+$11.4K2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED4,8594,85900%$620.8K$625.3K+$4.5K2026-10-09
United Advisor Group, LLC
DECREASED4,7444,857-113-2%$620.5K$610.5K-$10.1K2026-11-03
Atria Investments, Inc
DECREASED4,68114,719-10,038-68%$1.9M$602.4K-$1.3M2026-10-15
Cora Capital Advisors LLC
UNCHANGED4,5224,52200%$577.7K$581.9K+$4.2K2026-11-02
Wedbush Securities Inc
DECREASED4,4125,548-1,136-20%$709.0K$568-$708.4K2026-10-22
Sovran Advisors, LLC
INCREASED4,3664,184+182+4%$554.1K$590.7K+$36.6K2026-11-02
Sigma Planning Corp
DECREASED4,2455,439-1,194-22%$694.9K$546.3K-$148.6K2026-10-23
RFG Advisory, LLC
DECREASED4,2024,501-299-7%$575.0K$540.7K-$34.3K2026-11-03
Integrity Alliance, Llc.
INCREASED4,0423,369+673+20%$430.4K$520.2K+$89.7K2026-10-29
BridgePort Financial Solutions, LLC
NEW3,850—+3,850——$495.4K—2026-11-02
USAdvisors Wealth Management, LLC
INCREASED3,4843,474+10+0%$443.0K$448-$442.6K2026-10-21
Rasp Wealth Solutions, LLC
INCREASED3,4263,417+9+0%$436.6K$440.8K+$4.2K2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED3,3692,757+612+22%$352.2K$433.5K+$81.3K2026-10-16
Aprio Wealth Management, LLC
UNCHANGED3,2653,26500%$417.1K$420.1K+$3.0K2026-10-28
Cullen T Bankers, Inc.
INCREASED3,164440+2,724+619%$56.2K$407.1K+$350.9K2026-10-28
Diligent Investors, LLC
INCREASED3,0283,025+3+0%$386.4K$389.6K+$3.2K2026-10-21
Apollon Wealth Management, LLC
INCREASED2,9922,837+155+5%$362.5K$385.0K+$22.6K2026-10-23
Financial Partners Group, Inc
INCREASED2,9732,972+1+0%$379.6K$382.6K+$3.0K2026-10-19
Lockerman Financial Group, Inc.
INCREASED2,9092,798+111+4%$357.5K$374.3K+$16.8K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED2,8992,854+45+2%$364.6K$373.1K+$8.5K2026-10-13
Michels Family Financial, LLC
INCREASED2,8922,884+8+0%$368.4K$372.1K+$3.7K2026-11-02
Gilbert Capital Group, Inc.
UNCHANGED2,8902,89000%$369.2K$371.9K+$2.7K2026-10-28
Main Street Group, LTD
DECREASED2,7852,819-34-1%$360.1K$358.4K-$1.8K2026-10-28
Parsons Capital Management Inc
UNCHANGED2,7602,76000%$352.6K$355.2K+$2.5K2026-10-28
HUB Investment Partners, LLC
INCREASED2,6542,653+1+0%$338.9K$341.5K+$2.6K2026-11-03
Aspect Partners, LLC
UNCHANGED2,6522,65200%$338.8K$341.3K+$2.4K2026-10-20
Lantern Wealth Advisors, LLC
INCREASED2,6472,639+8+0%$337.1K$340.6K+$3.5K2026-10-22
MCF Advisors LLC
INCREASED2,5492,467+82+3%$315.2K$328.0K+$12.7K2026-10-28
Marks Group Wealth Management, Inc
UNCHANGED2,5202,52000%$322.0K$324.3K+$2.3K2026-11-05
Davenport & Co LLC
DECREASED2,5062,679-173-6%$342.3K$322.5K-$19.8K2026-10-14
Capital Investment Advisors, LLC
INCREASED2,2302,225+5+0%$284.3K$286.9K+$2.6K2026-10-22
Jacobi Capital Management LLC
INCREASED2,2022,200+2+0%$281.1K$283.4K+$2.4K2026-11-05
Pinnacle Associates LTD
DECREASED2,2002,380-180-8%$304.1K$283.1K-$21.0K2026-10-20
Shaker Investments LLC
NEW2,163—+2,163——$278.3K—2026-11-05
Oppenheimer & Co Inc
INCREASED2,1562,151+5+0%$274.8K$277.4K+$2.6K2026-10-26
Huntleigh Advisors, Inc.
UNCHANGED2,1362,13600%$272.9K$274.9K+$2.0K2026-11-03
McHugh Group, LLC
UNCHANGED2,0802,08000%$265.7K$267.7K+$1.9K2026-10-19
Wealth Effects LLC
UNCHANGED2,0252,02500%$258.7K$260.6K+$1.9K2026-10-23
Caliber Wealth Management, LLC / KS
UNCHANGED2,0172,01700%$257.7K$259.5K+$1.9K2026-11-04
StoneX Group Inc.
INCREASED1,9651,960+5+0%$250.4K$252.9K+$2.5K2026-11-03
PNC Financial Services Group, Inc.
DECREASED1,9281,943-15-1%$248.2K$248.1K-$1432026-11-06
Atlas Brown,Inc.
INCREASED1,8811,875+6+0%$239.6K$242.0K+$2.5K2026-10-09
Carbahal Olsen Financial Services Group, LLC
UNCHANGED1,7741,77400%$226.6K$228.3K+$1.6K2026-11-05
Indivisible Partners
UNCHANGED1,7451,74500%$222.9K$224.6K+$1.7K2026-10-26
Legacy Advisory Services, LLC
NEW1,723—+1,723——$221.7K—2026-10-20
Diversified Enterprises, LLC
UNCHANGED1,7191,71900%$219.6K$221.2K+$1.6K2026-10-19
Avior Wealth Management, LLC
NEW1,711—+1,711——$220.2K—2026-10-13
PKS Advisory Services, LLC
UNCHANGED1,7031,70300%$217.7K$217.7K$02026-10-26
Balboa Wealth Partners
UNCHANGED1,6701,67000%$213.4K$214.9K+$1.5K2026-10-20
Valmark Advisers, Inc.
DECREASED1,6521,752-100-6%$223.8K$212.6K-$11.3K2026-11-06
Clearstead Advisors, LLC
UNCHANGED1,6241,62400%$207.5K$209.0K+$1.5K2026-11-06
LongView Wealth Management
UNCHANGED1,6001,60000%$204.4K$205.9K+$1.5K2026-10-19
HB Wealth Management, LLC
NEW1,580—+1,580——$203.3K—2026-10-23
Turning Point Benefit Group, Inc.
DECREASED1,5801,927-347-18%$247.1K$204.1K-$43.0K2026-10-28
Pflug Koory, LLC
INCREASED1,5641,563+1+0%$199.7K$201.3K+$1.6K2026-10-26
AlphaCore Capital LLC
UNCHANGED1,1841,18400%$151.3K$152.4K+$1.1K2026-11-04
Lanark Financial, Inc.
DECREASED1,1831,306-123-9%$166.9K$152.2K-$14.6K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED1,1401,117+23+2%$142.8K$146.7K+$3.9K2026-10-26
US Bancorp \de\
DECREASED1,1251,204-79-7%$153.8K$144.8K-$9.1K2026-11-05
Private Trust Co NA
DECREASED1,0041,762-758-43%$225.1K$129.2K-$95.9K2026-10-20
Assetmark, Inc
DECREASED9801,116-136-12%$142.6K$126.1K-$16.5K2026-10-21
Ashton Thomas Private Wealth, LLC
NEW836—+836——$107.6K—2026-11-03
Nova Financial LLC
NEW790—+790——$101.7K—2026-11-04
Avion Wealth
UNCHANGED78478400%$100.0K$100.0K$02026-11-04
Westside Investment Management, Inc.
UNCHANGED61561500%$78.6K$79.1K+$5662026-11-02
CoreCap Advisors, LLC
INCREASED59934+565+1662%$4.3K$77.1K+$72.7K2026-10-08
TD Waterhouse Canada Inc.
NEW521—+521——$67.3K—2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED51651600%$65.9K$66.4K+$4752026-10-13
Thompson Investment Management, Inc.
UNCHANGED50050000%$63.9K$64.3K+$4602026-10-14
Root Financial Partners, LLC
NEW497—+497——$64.0K—2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED48848800%$62.3K$62.8K+$4492026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED46146100%$58.9K$59.3K+$4242026-10-30
Abound Wealth Management
INCREASED401380+21+6%$48.6K$51.6K+$3.1K2026-10-26
Planning Strategies Inc.
UNCHANGED38138100%$48.7K$49.0K+$3502026-10-02
Russell Investments Group, Ltd.
DECREASED348429-81-19%$54.8K$44.8K-$10.0K2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED34034000%$43.4K$43.8K+$3132026-10-15
GoalVest Advisory LLC
UNCHANGED33233200%$42.4K$42.7K+$3062026-10-02
Realta Investment Advisors
NEW304—+304——$39.1K—2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2671,219-952-78%$155.7K$34.4K-$121.4K2026-10-14
Caldwell Trust Co
NEW250—+250——$32.2K—2026-10-30
Gamma Investing LLC
UNCHANGED23123100%$29.5K$29.7K+$2122026-10-08
IFP Advisors, Inc
INCREASED13966+73+111%$8.4K$17.9K+$9.5K2026-10-16
Spire Wealth Management
NEW136—+136——$17.5K—2026-10-30
Wolff Wiese Magana LLC
UNCHANGED13013000%$16.6K$16.7K+$1202026-10-15
Archer Investment Corp
INCREASED7372+1+1%$9.2K$9.3K+$952026-11-05
Compass Financial Management LLC
UNCHANGED404000%$5.1K$5.1K+$372026-10-30
Foresight Capital Management Advisors, Inc.
NEW37—+37——$4.8K—2026-10-27
Parallel Advisors, LLC
UNCHANGED363600%$4.6K$4.6K+$332026-11-03
Larson Financial Group LLC
UNCHANGED303000%$3.8K$3.9K+$272026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED202000%$2.6K$2.6K+$192026-10-22
High Note Wealth, LLC
UNCHANGED141400%$1.8K$1.9K+$192026-10-27
Scarborough Advisors, LLC
CLOSED0218,171-218,171-100%$28.1M$0-$28.1M2026-10-16
KMG Fiduciary Partners, LLC
CLOSED09,193-9,193-100%$1.2M$0-$1.2M2026-10-14
Banta Asset Management LP
CLOSED06,125-6,125-100%$782.5K$0-$782.5K2026-11-02
Cornerstone Wealth Group, LLC
CLOSED02,296-2,296-100%$293.3K$0-$293.3K2026-11-02
Retirement Planning Group, LLC
CLOSED01,698-1,698-100%$217.0K$0-$217.0K2026-10-19
International Assets Investment Management, LLC
CLOSED0657-657-100%$84.4K$0-$84.4K2026-11-02
Institute for Wealth Management, Llc.
CLOSED0190-190-100%$24.3K$0-$24.3K2026-11-06
Pittenger & Anderson Inc
CLOSED028-28-100%$3.6K$0-$3.6K2026-11-02
Founders Capital Management
CLOSED05-5-100%$683$0-$6832026-10-13
Invesco Ltd.
N/A—10,557,671-10,557,671-100%$1.3B———
Ameriprise Financial Inc
N/A—3,724,055-3,724,055-100%$475.8M———
Morgan Stanley
N/A—3,340,730-3,340,730-100%$426.8M———
Bank of America Corp
N/A—2,261,592-2,261,592-100%$288.9M———
Jones Financial Companies Lllp
N/A—1,231,922-1,231,922-100%$157.5M———
Cetera Investment Advisers
N/A—1,195,593-1,195,593-100%$152.7M———
Osaic Holdings, Inc.
N/A—1,147,741-1,147,741-100%$146.7M———
Raymond James Financial Inc
N/A—942,746-942,746-100%$120.4M———
Wells Fargo & Company
N/A—872,105-872,105-100%$111.4M———
Capital Analysts, LLC
N/A—688,862-688,862-100%$88.0M———
Equitable Holdings, Inc.
N/A—644,734-644,734-100%$82.4M———
UBS Group AG
N/A—537,165-537,165-100%$68.6M———
Private Advisor Group, LLC
N/A—456,748-456,748-100%$58.4M———
Envestnet Asset Management Inc
N/A—423,720-423,720-100%$54.1M———
Cerity Partners LLC
N/A—381,264-381,264-100%$48.7M———
Northwestern Mutual Wealth Management Co
N/A—296,838-296,838-100%$37.9M———
Tanglewood Legacy Advisors, LLC
N/A—291,325-291,325-100%$37.2M———
Global Retirement Partners, LLC
N/A—272,048-272,048-100%$34.8M———
Goldman Sachs Group Inc
N/A—232,211-232,211-100%$29.7M———
MML Investors Services, LLC
N/A—228,455-228,455-100%$29.2M———
Thoroughbred Financial Services, LLC
N/A—220,752-220,752-100%$28.2M———
Sanctuary Advisors, LLC
N/A—205,291-205,291-100%$26.2M———
Atlas Legacy Advisors, LLC
N/A—201,381-201,381-100%$25.7M———
Denver Wealth Management, Inc.
N/A—175,559-175,559-100%$22.4M———
Stratos Wealth Partners, Ltd.
N/A—162,868-162,868-100%$20.8M———
Harbour Investments, Inc.
N/A—159,636-159,636-100%$20.4M———
JPMorgan Chase & Co
N/A—156,667-156,667-100%$20.1M———
Aspire Capital Advisors LLC
N/A—149,668-149,668-100%$19.1M———
Royal Bank of Canada
N/A—142,225-142,225-100%$18.2M———
NewEdge Advisors, LLC
N/A—142,067-142,067-100%$18.2M———
Ancora Advisors LLCA
N/A—132,040-132,040-100%$16.9M———
Petix & Botte Co
N/A—109,836-109,836-100%$14.0M———
TFR Capital, Llc.
N/A—90,925-90,925-100%$11.6M———
Retirement Planning Group, LLC / NY
N/A—86,318-86,318-100%$11.0M———
Fourth Dimension Wealth, LLC
N/A—83,090-83,090-100%$10.6M———
Stifel Financial Corp
N/A—81,131-81,131-100%$10.4M———
Geneos Wealth Management Inc.
N/A—75,076-75,076-100%$9.6M———
Rockefeller Capital Management L.P.
N/A—69,322-69,322-100%$8.9M———
&partners
N/A—68,211-68,211-100%$8.7M———
Qube Research & Technologies Ltd
N/A—67,980-67,980-100%$8.7M———
Steward Partners Investment Advisory, LLC
N/A—65,611-65,611-100%$8.4M———
Manufacturers Life Insurance Company, the
N/A—63,756-63,756-100%$8.1M———
Two Sigma Investments, LP
N/A—62,100-62,100-100%$7.9M———
Loomis Sayles & Co L P
N/A—54,571-54,571-100%$7.0M———
Oxford Wealth Group, LLC
N/A—54,367-54,367-100%$6.9M———
IFG Advisory, LLC
N/A—53,259-53,259-100%$6.8M———
Nwam LLC
N/A—51,874-51,874-100%$6.6M———
AE Wealth Management LLC
N/A—49,888-49,888-100%$6.4M———
Garden State Investment Advisory Services LLC
N/A—43,942-43,942-100%$5.6M———
Essex Financial Services, Inc.
N/A—43,507-43,507-100%$5.6M———
Perennial Investment Advisors, LLC
N/A—42,335-42,335-100%$5.4M———
Arkadios Wealth Advisors
N/A—41,790-41,790-100%$5.3M———
Mission Hills Financial Advisory, LLC
N/A—41,107-41,107-100%$5.3M———
Janney Montgomery Scott LLC
N/A—40,987-40,987-100%$5.2M———
World Investment Advisors
N/A—38,506-38,506-100%$4.4M———
AQR Capital Management LLC
N/A—37,664-37,664-100%$4.8M———
Forge Financial Services LLC
N/A—37,639-37,639-100%$4.8M———
Focus Partners Wealth
N/A—36,191-36,191-100%$4.6M———
Kingsview Wealth Management, LLC
N/A—35,961-35,961-100%$4.6M———
PAX Financial Group, LLC
N/A—33,492-33,492-100%$4.3M———
Keating Financial Advisory Services, Inc.
N/A—33,159-33,159-100%$4.2M———
Kelman-Lazarov, Inc.
N/A—32,495-32,495-100%$4.2M———
Citadel Advisors LLC
N/A—30,621-30,621-100%$3.9M———
Integrated Wealth Concepts LLC
N/A—29,702-29,702-100%$3.8M———
Natixis Advisors, LLC
N/A—25,400-25,400-100%$3.2M———
Vestmark Advisory Solutions, Inc.
N/A—25,173-25,173-100%$3.2M———
AssuredPartners Investment Advisors, LLC
N/A—23,939-23,939-100%$3.1M———
RIK Saylor Financial, Inc.
N/A—23,574-23,574-100%$3.0M———
MTM Financial Group, LLC
N/A—23,446-23,446-100%$3.0M———
Advisory Services Network, LLC
N/A—23,409-23,409-100%$3.0M———
BFC Planning, Inc.
N/A—22,849-22,849-100%$2.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—22,745-22,745-100%$2.9M———
Western Wealth Management, LLC
N/A—20,101-20,101-100%$2.6M———
Kinetic Wealth Investment Advisors LLC
N/A—17,530-17,530-100%$2.2M———
FMR LLC
N/A—17,096-17,096-100%$2.2M———
IHT Wealth Management, LLC
N/A—16,690-16,690-100%$2.1M———
Great Valley Advisor Group, Inc.
N/A—15,301-15,301-100%$2.0M———
Empirical Asset Management, LLC
N/A—14,770-14,770-100%$1.9M———
Ameritas Investment Partners, Inc.
N/A—13,985-13,985-100%$1.8M———
Principal Securities, Inc.
N/A—13,915-13,915-100%$1.8M———
Nova Wealth Management, Inc.
N/A—13,548-13,548-100%$1.7M———
HighPoint Advisor Group LLC
N/A—13,479-13,479-100%$1.7M———
Top Private Wealth Llc.
N/A—13,398-13,398-100%$1.7M———
Belpointe Asset Management LLC
N/A—12,796-12,796-100%$1.6M———
Mariner, LLC
N/A—11,403-11,403-100%$1.5M———
Susquehanna International Group, LLP
N/A—10,816-10,816-100%$1.4M———
Modern Wealth Management, LLC
N/A—10,375-10,375-100%$1.3M———
Argent Trust Co
N/A—10,122-10,122-100%$1.3M———
Snowden Capital Advisors LLC
N/A—9,099-9,099-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—8,613-8,613-100%$1.1M———
Renaissance Technologies LLC
N/A—8,600-8,600-100%$1.1M———
Marshall Wace, LLP
N/A—8,307-8,307-100%$1.1M———
Bank of Montreal
N/A—7,970-7,970-100%$1.0M———
Mercer Global Advisors Inc
N/A—7,517-7,517-100%$960.3K———
Marshall Financial Group, LLC
N/A—7,353-7,353-100%$939.4K———
Bluespring Wealth Management, LLC
N/A—7,318-7,318-100%$934.9K———
Cozad Asset Management Inc
N/A—6,285-6,285-100%$802.9K———
Neuberger Berman Group LLC
N/A—6,175-6,175-100%$788.9K———
Kovack Advisors, Inc.
N/A—6,097-6,097-100%$783.3K———
Daybright Advisory Services, Inc.
N/A—5,988-5,988-100%$788.7K———
HighTower Advisors, LLC
N/A—5,927-5,927-100%$757.2K———
Sequent Planning LLC
N/A—5,617-5,617-100%$717.6K———
Federation des caisses Desjardins du Quebec
N/A—5,426-5,426-100%$693.2K———
Quantinno Capital Management LP
N/A—5,407-5,407-100%$690.8K———
MOR Wealth Management, LLC
N/A—4,984-4,984-100%$636.8K———
Alteri Wealth LLC
N/A—4,929-4,929-100%$629.7K———
Pennington Partners & Co., LLC
N/A—4,687-4,687-100%$598.8K———
Gotham Asset Management, LLC
N/A—3,800-3,800-100%$485.5K———
Stephens Inc
N/A—3,694-3,694-100%$472.0K———
Baird Financial Group, Inc.
N/A—3,679-3,679-100%$470.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,659-3,659-100%$467.5K———
GWN Securities Inc.
N/A—3,474-3,474-100%$443.8K———
Mutual Advisors, LLC
N/A—3,461-3,461-100%$442.2K———
Brown Advisory Inc
N/A—3,233-3,233-100%$413.0K———
Blair William & Co
N/A—3,167-3,167-100%$404.7K———
Silvercrest Asset Management Group LLC
N/A—3,047-3,047-100%$389.3K———
Nuveen, LLC
N/A—3,010-3,010-100%$384.6K———
Atlantic Family Wealth, LLC
N/A—2,872-2,872-100%$366.9K———
Hilltop Partners LLC
N/A—2,698-2,698-100%$344.7K———
Oder Investment Management, LLC
N/A—2,577-2,577-100%$329.2K———
Advisors Capital Management, LLC
N/A—2,341-2,341-100%$299.1K———
Tower Research Capital LLC (TRC)
N/A—2,299-2,299-100%$293.7K———
Brown Brothers Harriman & Co
N/A—2,176-2,176-100%$278.0K———
Northern Trust Corp
N/A—2,060-2,060-100%$263.2K———
Huntington National Bank
N/A—2,011-2,011-100%$256.9K———
M&T Bank Corp
N/A—2,002-2,002-100%$255.8K———
Savvy Advisors, Inc.
N/A—1,901-1,901-100%$242.9K———
Lowery Thomas, LLC
N/A—1,862-1,862-100%$237.8K———
Pacific Financial Group Inc
N/A—1,860-1,860-100%$237.6K———
CreativeOne Wealth, LLC
N/A—1,853-1,853-100%$236.7K———
Focus Partners Advisor Solutions, LLC
N/A—1,822-1,822-100%$232.8K———
Captrust Financial Advisors
N/A—1,786-1,786-100%$228.2K———
Pacific SUN Financial Corp
N/A—1,782-1,782-100%$227.7K———
Franklin Resources Inc
N/A—1,746-1,746-100%$223.1K———
Zhang Financial LLC
N/A—1,741-1,741-100%$222.4K———
Vertex Planning Partners, LLC
N/A—1,706-1,706-100%$218.0K———
360 Financial, Inc.
N/A—1,622-1,622-100%$207.2K———
Aptus Capital Advisors, LLC
N/A—1,537-1,537-100%$196.4K———
Arax Advisory Partners
N/A—1,336-1,336-100%$170.7K———
National Bank of Canada
N/A—1,086-1,086-100%$138.9K———
Glassman Wealth Services
N/A—745-745-100%$95.2K———
Mark Sheptoff Financial Planning, LLC
N/A—674-674-100%$86.2K———
O'shaughnessy Asset Management, LLC
N/A—659-659-100%$84.2K———
BlackRock, Inc.
N/A—645-645-100%$82.4K———
HM Payson & Co
N/A—640-640-100%$81.8K———
Bartlett & Co. Wealth Management LLC
N/A—574-574-100%$73.3K———
ESL Trust Services, LLC
N/A—543-543-100%$69.4K———
Atlantic Private Wealth, LLC
N/A—528-528-100%$67.5K———
Operose Advisors LLC
N/A—475-475-100%$60.7K———
Vanguard Advisers Inc
N/A—428-428-100%$54.7K———
UBS Asset Management Americas LLC
N/A—364-364-100%$46.5K———
Regatta Research & Money Management
N/A—293-293-100%$37.4K———
Atlantic Union Bankshares Corp
N/A—246-246-100%$31.4K———
Silver OAK Securities, Incorporated
N/A—136-136-100%$17.4K———
N.E.W. Advisory Services LLC
N/A—120-120-100%$15.3K———
Cbiz Investment Advisory Services, LLC
N/A—116-116-100%$13.3K———
Fiduciary Financial Advisors
N/A—107-107-100%$13.7K———
TD Capital Management LLC
N/A—104-104-100%$13.2K———
SOA Wealth Advisors, Llc.
N/A—75-75-100%$9.6K———
Glen Eagle Advisors, LLC
N/A—13-13-100%$1.7K———
BNP Paribas Financial Markets
N/A—5-5-100%$639———
Bessemer Group Inc
N/A—5-5-100%$1———
Strategic Wealth Partners, Ltd.
N/A—4-4-100%$511———
Showing 369 of 369 institutions