IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Taxable Municipal BO (BAB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gould Asset Management LLC
INCREASED
Shares718,513 from 705,394
Change+13,119 (+2%)
Value$18.2M (-$754.4K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares599,909 from 607,776
Change-7,867 (-1%)
Value$15.2M (-$1.1M)
Filed 2026-11-06
Conning Inc.
UNCHANGED
Shares490,000 from 490,000
Change0 (0%)
Value$12.4M (-$754.6K)
Filed 2026-10-27
Tortoise Investment Management, LLC
INCREASED
Shares485,361 from 464,700
Change+20,661 (+4%)
Value$12.3M (-$192.9K)
Filed 2026-11-06
Rational Advisors, Inc.
INCREASED
Shares463,582 from 448,880
Change+14,702 (+3%)
Value$11.7M (-$319.3K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares409,901 from 438,156
Change-28,255 (-6%)
Value$10.4M (-$1.4M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares255,971 from 250,718
Change+5,253 (+2%)
Value$6.5M (-$253.2K)
Filed 2026-11-05
Maltin Wealth Management, Inc.
DECREASED
Shares206,288 from 300,098
Change-93,810 (-31%)
Value$5.2M (-$2.8M)
Filed 2026-10-13
Barclays PLC
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$5.1M (-$308.0K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares199,863 from 186,083
Change+13,780 (+7%)
Value$5.1M (+$62.1K)
Filed 2026-10-30
Keybank National Association
DECREASED
Shares173,042 from 176,679
Change-3,637 (-2%)
Value$4.4M (-$364.1K)
Filed 2026-11-04
Oceanside Advisors LLC
INCREASED
Shares154,299 from 137,047
Change+17,252 (+13%)
Value$3.9M (+$225.4K)
Filed 2026-11-03
Hudson Capital Management LLC
INCREASED
Shares151,176 from 135,219
Change+15,957 (+12%)
Value$3.8M (+$195.5K)
Filed 2026-10-20
Money Concepts Capital Corp
DECREASED
Shares133,005 from 133,199
Change-194 (0%)
Value$3.4M (-$210.0K)
Filed 2026-11-06
Lakeshore Capital Group, Inc.
INCREASED
Shares128,223 from 121,389
Change+6,834 (+6%)
Value$3.2M (-$14.0K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares103,640 from 100,140
Change+3,500 (+4%)
Value$2.6M (-$65.7K)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares78,110 from 101,419
Change-23,309 (-23%)
Value$2.0M (-$745.9K)
Filed 2026-10-26
Ti-Trust, Inc
UNCHANGED
Shares73,462 from 73,462
Change0 (0%)
Value$1.9M (-$113.1K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares59,888 from 93,183
Change-33,295 (-36%)
Value$1.5M (-$986.0K)
Filed 2026-11-02
Annex Advisory Services, LLC
DECREASED
Shares58,297 from 3,331,378
Change-3,273,081 (-98%)
Value$1.5M (-$87.9M)
Filed 2026-10-16
KG Capital Management
DECREASED
Shares57,673 from 57,981
Change-308 (-1%)
Value$1.5M (-$97.1K)
Filed 2026-10-15
Little House Capital LLC
NEW
Shares55,068
Change+55,068
Value$1.4M
Filed 2026-11-06
Eagle Bluffs Wealth Management LLC
INCREASED
Shares50,898 from 50,084
Change+814 (+2%)
Value$1.3M (-$56.5K)
Filed 2026-10-20
Chapman Financial Group, LLC
INCREASED
Shares47,175 from 45,375
Change+1,800 (+4%)
Value$1.2M (-$24.3K)
Filed 2026-10-26
Family Legacy, Inc.
INCREASED
Shares42,365 from 41,861
Change+504 (+1%)
Value$1.1M (-$51.7K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares38,151 from 33,333
Change+4,818 (+14%)
Value$965.2K (+$70.6K)
Filed 2026-11-02
Guidance Capital, Inc
INCREASED
Shares38,011 from 36,071
Change+1,940 (+5%)
Value$986.8K (+$24.3K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares35,382 from 28,021
Change+7,361 (+26%)
Value$895.2K (+$143.1K)
Filed 2026-10-14
Moors & Cabot, Inc.
INCREASED
Shares31,788 from 27,108
Change+4,680 (+17%)
Value$804.2K (+$76.7K)
Filed 2026-11-06
United Asset Strategies, Inc.
DECREASED
Shares29,419 from 29,555
Change-136 (0%)
Value$744.3K (-$49.0K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares28,066 from 27,677
Change+389 (+1%)
Value$710.1K (-$32.8K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares28,030 from 20,735
Change+7,295 (+35%)
Value$709.2K (+$152.6K)
Filed 2026-10-05
Whipplewood Advisors, LLC
DECREASED
Shares23,143 from 28,096
Change-4,953 (-18%)
Value$585.5K (-$168.6K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
NEW
Shares21,647
Change+21,647
Value$547.7K
Filed 2026-11-04
Capstone Capital LLC
UNCHANGED
Shares21,545 from 21,545
Change0 (0%)
Value$545.1K (-$33.2K)
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares19,794 from 19,849
Change-55 (0%)
Value$500.8K (-$32.0K)
Filed 2026-10-26
Caldwell Trust Co
INCREASED
Shares19,548 from 19,402
Change+146 (+1%)
Value$494.6K (-$26.2K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares19,447 from 17,135
Change+2,312 (+13%)
Value$492.0K (+$32.1K)
Filed 2026-11-02
Progressive Investment Management Corp
INCREASED
Shares18,352 from 17,707
Change+645 (+4%)
Value$464.3K (-$11.0K)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares17,654 from 18,023
Change-369 (-2%)
Value$447.0K (-$37.0K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED
Shares16,281 from 16,854
Change-573 (-3%)
Value$411.9K (-$40.5K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares15,581 from 15,213
Change+368 (+2%)
Value$394.2K (-$14.1K)
Filed 2026-10-29
Bangor Savings Bank
DECREASED
Shares15,556 from 16,706
Change-1,150 (-7%)
Value$393.6K (-$54.8K)
Filed 2026-10-06
Cane Capital Partners, LLC
DECREASED
Shares14,045 from 15,743
Change-1,698 (-11%)
Value$355.4K (-$67.2K)
Filed 2026-10-23
Colorado Capital Management, Inc.
INCREASED
Shares12,760 from 12,685
Change+75 (+1%)
Value$323 (-$17)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares12,511 from 12,974
Change-463 (-4%)
Value$316.5K (-$31.7K)
Filed 2026-10-21
Summit Wealth Group LLC / Co
NEW
Shares12,344
Change+12,344
Value$312.3K
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares12,173 from 6,968
Change+5,205 (+75%)
Value$310.8K (+$123.8K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares11,828 from 4,128
Change+7,700 (+187%)
Value$299.2K (+$188.5K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares11,159 from 9,062
Change+2,097 (+23%)
Value$285.8K (+$42.6K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares10,337 from 9,525
Change+812 (+9%)
Value$261.5K (+$5.9K)
Filed 2026-10-15
Form Wealth Advisors, LLC
INCREASED
Shares10,277 from 10,158
Change+119 (+1%)
Value$260.0K (-$12.6K)
Filed 2026-10-13
Delta Wealth Advisors LLC
DECREASED
Shares10,219 from 11,501
Change-1,282 (-11%)
Value$258.5K (-$50.1K)
Filed 2026-10-09
Lionshead Wealth Management, LLC
DECREASED
Shares9,985 from 10,210
Change-225 (-2%)
Value$252.6K (-$21.4K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares9,480 from 9,665
Change-185 (-2%)
Value$239.8K (-$19.6K)
Filed 2026-10-20
Silverlake Wealth Management LLC
UNCHANGED
Shares8,808 from 8,808
Change0 (0%)
Value$222.8K (-$13.6K)
Filed 2026-10-21
GenTrust, LLC
UNCHANGED
Shares8,520 from 8,520
Change0 (0%)
Value$215.6K (-$13.1K)
Filed 2026-11-06
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares8,435 from 8,435
Change0 (0%)
Value$213.4K (-$13.0K)
Filed 2026-10-28
Joseph P. Lucia & Associates, LLC
DECREASED
Shares8,351 from 9,256
Change-905 (-10%)
Value$211.3K (-$37.2K)
Filed 2026-10-30
Hyposwiss Advisors SA
DECREASED
Shares8,275 from 9,675
Change-1,400 (-14%)
Value$209.4K (-$50.3K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares6,331 from 6,332
Change-1 (0%)
Value$160.2K (-$9.8K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares5,878 from 5,881
Change-3 (0%)
Value$148.7K (-$9.1K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
NEW
Shares5,468
Change+5,468
Value$138.3K
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares4,662 from 6,878
Change-2,216 (-32%)
Value$117.9K (-$66.7K)
Filed 2026-10-20
Horizon Financial Services, LLC
DECREASED
Shares4,399 from 5,394
Change-995 (-18%)
Value$111.3K (-$33.5K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares3,700 from 3,687
Change+13 (+0%)
Value$93.6K (-$5.3K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares3,540
Change+3,540
Value$89.6K
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares3,441 from 15
Change+3,426 (+22840%)
Value$87.1K (+$86.7K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$70.9K (-$4.3K)
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares2,010
Change+2,010
Value$50.9K
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares1,593
Change+1,593
Value$40.3K
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$29.5K (-$1.8K)
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares1,149 from 1,135
Change+14 (+1%)
Value$29.1K (-$1.4K)
Filed 2026-10-02
Trust Co of Toledo NA
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$21.5K (-$1.3K)
Filed 2026-10-16
UMB Bank, n.a.
DECREASED
Shares549 from 20,194
Change-19,645 (-97%)
Value$13.9K (-$528.1K)
Filed 2026-11-06
Canton Hathaway, LLC
NEW
Shares500
Change+500
Value$12.7K
Filed 2026-10-23
First United Bank & Trust
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$12.4K (-$755)
Filed 2026-10-22
Richardson Financial Services Inc.
INCREASED
Shares407 from 241
Change+166 (+69%)
Value$10.3K (+$3.8K)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares400
Change+400
Value$10.1K
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$10.1K (-$616)
Filed 2026-11-05
Winthrop Capital Management, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$9.1K (+$9.1K)
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares300 from 306
Change-6 (-2%)
Value$8 ($0)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$5.3K (-$323)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.0K (-$62)
Filed 2026-10-13
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 286,420
Change-286,420 (-100%)
Value$0 (-$7.7M)
Filed 2026-10-29
Anderson Hoagland & Co
CLOSED
Shares0 from 55,462
Change-55,462 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-23
GFS Advisors, LLC
CLOSED
Shares0 from 10,750
Change-10,750 (-100%)
Value$0 (-$51.0K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 9,873
Change-9,873 (-100%)
Value$0 (-$265.0K)
Filed 2026-10-19
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,706
Change-1,706 (-100%)
Value$0 (-$45.8K)
Filed 2026-10-13
Spire Wealth Management
CLOSED
Shares0 from 952
Change-952 (-100%)
Value$0 (-$25.6K)
Filed 2026-10-30
Wellington Grp LLC
CLOSED
Shares0 from 813
Change-813 (-100%)
Value$0 (-$21.9K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 653
Change-653 (-100%)
Value$0 (-$17.5K)
Filed 2026-11-06
Russell Investments Group, Ltd.
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-06
Wagner Wealth Management, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-21
Raymond James Financial Inc
N/A
Shares— from 1,730,979
Change-1,730,979 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,582,748
Change-1,582,748 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,450,389
Change-1,450,389 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,318,800
Change-1,318,800 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 996,052
Change-996,052 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 948,647
Change-948,647 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 694,189
Change-694,189 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 637,933
Change-637,933 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 627,610
Change-627,610 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 481,335
Change-481,335 (-100%)
Value—
UBS Group AG
N/A
Shares— from 421,006
Change-421,006 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 397,845
Change-397,845 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 361,664
Change-361,664 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 276,899
Change-276,899 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 259,227
Change-259,227 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 258,836
Change-258,836 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 213,410
Change-213,410 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 206,231
Change-206,231 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 198,589
Change-198,589 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 196,857
Change-196,857 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 173,794
Change-173,794 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 151,647
Change-151,647 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 134,550
Change-134,550 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 127,129
Change-127,129 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 121,970
Change-121,970 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 116,394
Change-116,394 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 114,112
Change-114,112 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 107,831
Change-107,831 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 104,380
Change-104,380 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 104,072
Change-104,072 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 93,243
Change-93,243 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 84,543
Change-84,543 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 81,099
Change-81,099 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 75,891
Change-75,891 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 71,716
Change-71,716 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 71,146
Change-71,146 (-100%)
Value—
&partners
N/A
Shares— from 66,016
Change-66,016 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 50,989
Change-50,989 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 50,842
Change-50,842 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,394
Change-47,394 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 46,970
Change-46,970 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 46,362
Change-46,362 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 40,387
Change-40,387 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 39,300
Change-39,300 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,794
Change-32,794 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 31,890
Change-31,890 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 28,920
Change-28,920 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 28,765
Change-28,765 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,651
Change-24,651 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 23,128
Change-23,128 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,528
Change-19,528 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 17,645
Change-17,645 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,554
Change-17,554 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 16,526
Change-16,526 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 16,275
Change-16,275 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,827
Change-14,827 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 14,424
Change-14,424 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 12,122
Change-12,122 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 11,840
Change-11,840 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 11,715
Change-11,715 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 11,558
Change-11,558 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 11,173
Change-11,173 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 10,904
Change-10,904 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,734
Change-8,734 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,679
Change-7,679 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 988
Change-988 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 702
Change-702 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 440
Change-440 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 377
Change-377 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Gould Asset Management LLC
INCREASED718,513705,394+13,119+2%$18.9M$18.2M-$754.4K2026-11-06
PNC Financial Services Group, Inc.
DECREASED599,909607,776-7,867-1%$16.3M$15.2M-$1.1M2026-11-06
Conning Inc.
UNCHANGED490,000490,00000%$13.2M$12.4M-$754.6K2026-10-27
Tortoise Investment Management, LLC
INCREASED485,361464,700+20,661+4%$12.5M$12.3M-$192.9K2026-11-06
Rational Advisors, Inc.
INCREASED463,582448,880+14,702+3%$12.0M$11.7M-$319.3K2026-11-02
LPL Financial LLC
DECREASED409,901438,156-28,255-6%$11.8M$10.4M-$1.4M2026-11-06
Bank of New York Mellon Corp
INCREASED255,971250,718+5,253+2%$6.7M$6.5M-$253.2K2026-11-05
Maltin Wealth Management, Inc.
DECREASED206,288300,098-93,810-31%$8.1M$5.2M-$2.8M2026-10-13
Barclays PLC
UNCHANGED200,000200,00000%$5.4M$5.1M-$308.0K2026-11-06
Truist Financial Corp
INCREASED199,863186,083+13,780+7%$5.0M$5.1M+$62.1K2026-10-30
Keybank National Association
DECREASED173,042176,679-3,637-2%$4.7M$4.4M-$364.1K2026-11-04
Oceanside Advisors LLC
INCREASED154,299137,047+17,252+13%$3.7M$3.9M+$225.4K2026-11-03
Hudson Capital Management LLC
INCREASED151,176135,219+15,957+12%$3.6M$3.8M+$195.5K2026-10-20
Money Concepts Capital Corp
DECREASED133,005133,199-1940%$3.6M$3.4M-$210.0K2026-11-06
Lakeshore Capital Group, Inc.
INCREASED128,223121,389+6,834+6%$3.3M$3.2M-$14.0K2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED103,640100,140+3,500+4%$2.7M$2.6M-$65.7K2026-11-03
Patten Group, Inc.
DECREASED78,110101,419-23,309-23%$2.7M$2.0M-$745.9K2026-10-26
Ti-Trust, Inc
UNCHANGED73,46273,46200%$2.0M$1.9M-$113.1K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED59,88893,183-33,295-36%$2.5M$1.5M-$986.0K2026-11-02
Annex Advisory Services, LLC
DECREASED58,2973,331,378-3,273,081-98%$89.4M$1.5M-$87.9M2026-10-16
KG Capital Management
DECREASED57,67357,981-308-1%$1.6M$1.5M-$97.1K2026-10-15
Little House Capital LLC
NEW55,068—+55,068——$1.4M—2026-11-06
Eagle Bluffs Wealth Management LLC
INCREASED50,89850,084+814+2%$1.3M$1.3M-$56.5K2026-10-20
Chapman Financial Group, LLC
INCREASED47,17545,375+1,800+4%$1.2M$1.2M-$24.3K2026-10-26
Family Legacy, Inc.
INCREASED42,36541,861+504+1%$1.1M$1.1M-$51.7K2026-10-13
Kestra Advisory Services, LLC
INCREASED38,15133,333+4,818+14%$894.7K$965.2K+$70.6K2026-11-02
Guidance Capital, Inc
INCREASED38,01136,071+1,940+5%$962.5K$986.8K+$24.3K2026-11-03
Davenport & Co LLC
INCREASED35,38228,021+7,361+26%$752.1K$895.2K+$143.1K2026-10-14
Moors & Cabot, Inc.
INCREASED31,78827,108+4,680+17%$727.6K$804.2K+$76.7K2026-11-06
United Asset Strategies, Inc.
DECREASED29,41929,555-1360%$793.3K$744.3K-$49.0K2026-10-28
Cullen T Bankers, Inc.
INCREASED28,06627,677+389+1%$742.8K$710.1K-$32.8K2026-10-28
MassMutual Private Wealth & Trust, FSB
INCREASED28,03020,735+7,295+35%$556.5K$709.2K+$152.6K2026-10-05
Whipplewood Advisors, LLC
DECREASED23,14328,096-4,953-18%$754.1K$585.5K-$168.6K2026-10-20
Daymark Wealth Partners, LLC
NEW21,647—+21,647——$547.7K—2026-11-04
Capstone Capital LLC
UNCHANGED21,54521,54500%$578.3K$545.1K-$33.2K2026-10-14
Oppenheimer & Co Inc
DECREASED19,79419,849-550%$532.7K$500.8K-$32.0K2026-10-26
Caldwell Trust Co
INCREASED19,54819,402+146+1%$520.8K$494.6K-$26.2K2026-10-30
Commonwealth Equity Services, LLC
INCREASED19,44717,135+2,312+13%$459.9K$492.0K+$32.1K2026-11-02
Progressive Investment Management Corp
INCREASED18,35217,707+645+4%$475.3K$464.3K-$11.0K2026-10-26
Park Avenue Securities LLC
DECREASED17,65418,023-369-2%$484.0K$447.0K-$37.0K2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED16,28116,854-573-3%$452.4K$411.9K-$40.5K2026-10-16
Koshinski Asset Management, Inc.
INCREASED15,58115,213+368+2%$408.3K$394.2K-$14.1K2026-10-29
Bangor Savings Bank
DECREASED15,55616,706-1,150-7%$448.4K$393.6K-$54.8K2026-10-06
Cane Capital Partners, LLC
DECREASED14,04515,743-1,698-11%$422.6K$355.4K-$67.2K2026-10-23
Colorado Capital Management, Inc.
INCREASED12,76012,685+75+1%$340$323-$172026-10-15
Axxcess Wealth Management, LLC
DECREASED12,51112,974-463-4%$348.2K$316.5K-$31.7K2026-10-21
Summit Wealth Group LLC / Co
NEW12,344—+12,344——$312.3K—2026-10-29
AdvisorNet Financial, Inc
INCREASED12,1736,968+5,205+75%$187.0K$310.8K+$123.8K2026-10-15
Lanark Financial, Inc.
INCREASED11,8284,128+7,700+187%$110.8K$299.2K+$188.5K2026-10-26
StoneX Group Inc.
INCREASED11,1599,062+2,097+23%$243.2K$285.8K+$42.6K2026-11-03
Atria Investments, Inc
INCREASED10,3379,525+812+9%$255.7K$261.5K+$5.9K2026-10-15
Form Wealth Advisors, LLC
INCREASED10,27710,158+119+1%$272.6K$260.0K-$12.6K2026-10-13
Delta Wealth Advisors LLC
DECREASED10,21911,501-1,282-11%$308.7K$258.5K-$50.1K2026-10-09
Lionshead Wealth Management, LLC
DECREASED9,98510,210-225-2%$274.0K$252.6K-$21.4K2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED9,4809,665-185-2%$259.4K$239.8K-$19.6K2026-10-20
Silverlake Wealth Management LLC
UNCHANGED8,8088,80800%$236.4K$222.8K-$13.6K2026-10-21
GenTrust, LLC
UNCHANGED8,5208,52000%$228.7K$215.6K-$13.1K2026-11-06
Gilliland Jeter Wealth Management LLC
UNCHANGED8,4358,43500%$226.4K$213.4K-$13.0K2026-10-28
Joseph P. Lucia & Associates, LLC
DECREASED8,3519,256-905-10%$248.4K$211.3K-$37.2K2026-10-30
Hyposwiss Advisors SA
DECREASED8,2759,675-1,400-14%$259.7K$209.4K-$50.3K2026-10-26
Fifth Third Bancorp
DECREASED6,3316,332-10%$170.0K$160.2K-$9.8K2026-11-05
Citigroup Inc
DECREASED5,8785,881-30%$157.8K$148.7K-$9.1K2026-11-04
Ashton Thomas Private Wealth, LLC
NEW5,468—+5,468——$138.3K—2026-11-03
Private Trust Co NA
DECREASED4,6626,878-2,216-32%$184.6K$117.9K-$66.7K2026-10-20
Horizon Financial Services, LLC
DECREASED4,3995,394-995-18%$144.8K$111.3K-$33.5K2026-11-04
IFP Advisors, Inc
INCREASED3,7003,687+13+0%$99.0K$93.6K-$5.3K2026-10-16
Ascentis Independent Advisors
NEW3,540—+3,540——$89.6K—2026-11-03
Farther Finance Advisors, LLC
INCREASED3,44115+3,426+22840%$403$87.1K+$86.7K2026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED2,8032,80300%$75.2K$70.9K-$4.3K2026-10-30
Clayton Financial Group LLC
NEW2,010—+2,010——$50.9K—2026-10-13
Latitude Advisors, LLC
NEW1,593—+1,593——$40.3K—2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED1,1651,16500%$31.3K$29.5K-$1.8K2026-11-04
Versant Capital Management, Inc
INCREASED1,1491,135+14+1%$30.5K$29.1K-$1.4K2026-10-02
Trust Co of Toledo NA
UNCHANGED84984900%$22.8K$21.5K-$1.3K2026-10-16
UMB Bank, n.a.
DECREASED54920,194-19,645-97%$542.0K$13.9K-$528.1K2026-11-06
Canton Hathaway, LLC
NEW500—+500——$12.7K—2026-10-23
First United Bank & Trust
UNCHANGED49049000%$13.2K$12.4K-$7552026-10-22
Richardson Financial Services Inc.
INCREASED407241+166+69%$6.5K$10.3K+$3.8K2026-10-30
Jacobi Capital Management LLC
NEW400—+400——$10.1K—2026-11-05
Archer Investment Corp
UNCHANGED40040000%$10.7K$10.1K-$6162026-11-05
Winthrop Capital Management, LLC
UNCHANGED36036000%$10$9.1K+$9.1K2026-11-05
Tsfg, LLC
DECREASED300306-6-2%$8$8$02026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED21021000%$5.6K$5.3K-$3232026-11-02
Cape Investment Advisory, Inc.
UNCHANGED404000%$1.1K$1.0K-$622026-10-13
Elevation Capital Advisory, LLC
CLOSED0286,420-286,420-100%$7.7M$0-$7.7M2026-10-29
Anderson Hoagland & Co
CLOSED055,462-55,462-100%$1.5M$0-$1.5M2026-10-23
GFS Advisors, LLC
CLOSED010,750-10,750-100%$51.0K$0-$51.0K2026-11-03
Acorn Wealth Advisors, LLC
CLOSED09,873-9,873-100%$265.0K$0-$265.0K2026-10-19
Gill Capital Partners, LLC
CLOSED01,706-1,706-100%$45.8K$0-$45.8K2026-10-13
Spire Wealth Management
CLOSED0952-952-100%$25.6K$0-$25.6K2026-10-30
Wellington Grp LLC
CLOSED0813-813-100%$21.9K$0-$21.9K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0653-653-100%$17.5K$0-$17.5K2026-11-06
Russell Investments Group, Ltd.
CLOSED0357-357-100%$9.6K$0-$9.6K2026-11-06
Wagner Wealth Management, LLC
CLOSED052-52-100%$1.4K$0-$1.4K2026-10-21
Raymond James Financial Inc
N/A—1,730,979-1,730,979-100%$46.5M———
HighTower Advisors, LLC
N/A—1,582,748-1,582,748-100%$42.5M———
Wells Fargo & Company
N/A—1,450,389-1,450,389-100%$38.9M———
State of Wisconsin Investment Board
N/A—1,318,800-1,318,800-100%$35.4M———
Bank of America Corp
N/A—996,052-996,052-100%$26.7M———
Ameriprise Financial Inc
N/A—948,647-948,647-100%$25.5M———
Morgan Stanley
N/A—694,189-694,189-100%$18.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—637,933-637,933-100%$17.1M———
Envestnet Asset Management Inc
N/A—627,610-627,610-100%$16.8M———
Kingsview Wealth Management, LLC
N/A—481,335-481,335-100%$12.9M———
UBS Group AG
N/A—421,006-421,006-100%$11.3M———
Bank of Montreal
N/A—397,845-397,845-100%$10.7M———
Northwestern Mutual Wealth Management Co
N/A—361,664-361,664-100%$9.7M———
Guggenheim Capital LLC
N/A—276,899-276,899-100%$7.4M———
Jane Street Group, LLC
N/A—259,227-259,227-100%$7.0M———
NewEdge Wealth, LLC
N/A—258,836-258,836-100%$6.9M———
Invesco Ltd.
N/A—213,410-213,410-100%$5.7M———
Stifel Financial Corp
N/A—206,231-206,231-100%$5.5M———
Shelter Mutual Insurance Co
N/A—198,589-198,589-100%$5.3M———
Hobbs Group Advisors, LLC
N/A—196,857-196,857-100%$5.3M———
Wealthspire Advisors, LLC
N/A—173,794-173,794-100%$4.7M———
Jones Financial Companies Lllp
N/A—151,647-151,647-100%$4.1M———
Cetera Investment Advisers
N/A—134,550-134,550-100%$3.6M———
D L Carlson Investment Group Inc
N/A—127,129-127,129-100%$3.4M———
Donaldson Capital Management, LLC
N/A—121,970-121,970-100%$3.3M———
Freedom Investment Management, Inc.
N/A—116,394-116,394-100%$3.1M———
Osaic Holdings, Inc.
N/A—114,112-114,112-100%$3.1M———
Royal Bank of Canada
N/A—107,831-107,831-100%$2.9M———
Wrapmanager Inc
N/A—104,380-104,380-100%$2.8M———
Astoria Portfolio Advisors Llc.
N/A—104,072-104,072-100%$2.8M———
BNP Paribas Financial Markets
N/A—93,243-93,243-100%$2.5M———
MML Investors Services, LLC
N/A—84,543-84,543-100%$2.3M———
PFG Investments, LLC
N/A—81,099-81,099-100%$2.2M———
AE Wealth Management LLC
N/A—75,891-75,891-100%$2.0M———
OneDigital Investment Advisors LLC
N/A—71,716-71,716-100%$1.9M———
SSA Swiss Advisors AG
N/A—71,146-71,146-100%$1.9M———
&partners
N/A—66,016-66,016-100%$1.8M———
NewEdge Advisors, LLC
N/A—50,989-50,989-100%$1.4M———
World Investment Advisors
N/A—50,842-50,842-100%$1.4M———
Susquehanna International Group, LLP
N/A—47,394-47,394-100%$1.3M———
Roberts Glore & Co Inc
N/A—46,970-46,970-100%$1.3M———
Advisory Alpha, LLC
N/A—46,362-46,362-100%$1.2M———
Spartan Wealth Advisory Services LLC
N/A—40,387-40,387-100%$1.1M———
CIBC Bancorp USA Inc.
N/A—39,300-39,300-100%$1.1M———
CIBC World Market Inc.
N/A—33,000-33,000-100%$885.7K———
JPMorgan Chase & Co
N/A—32,794-32,794-100%$885.1K———
Savvy Advisors, Inc.
N/A—31,890-31,890-100%$855.9K———
Glassy Mountain Advisors, Inc.
N/A—28,920-28,920-100%$776.2K———
Atlas Capital Advisors Inc.
N/A—28,765-28,765-100%$772.1K———
Sanctuary Advisors, LLC
N/A—24,651-24,651-100%$661.6K———
Hilltop Holdings Inc.
N/A—23,128-23,128-100%$620.8K———
Goldman Sachs Group Inc
N/A—19,528-19,528-100%$524.1K———
Traub Capital Management LLC
N/A—17,645-17,645-100%$473.6K———
Integrated Wealth Concepts LLC
N/A—17,554-17,554-100%$471.1K———
Centric Wealth Management
N/A—17,100-17,100-100%$457.9K———
Hunter Perkins Capital Management, LLC
N/A—16,526-16,526-100%$444———
Rothschild Investment LLC
N/A—16,275-16,275-100%$436.8K———
Kintra Wealth, LLC
N/A—14,827-14,827-100%$392.3K———
Millington Financial Advisors, LLC
N/A—14,424-14,424-100%$385.5K———
Readystate Asset Management LP
N/A—12,122-12,122-100%$325.4K———
Argent Trust Co
N/A—11,840-11,840-100%$317.8K———
Shelton Capital Management
N/A—11,715-11,715-100%$314.4K———
First Trust Advisors LP
N/A—11,558-11,558-100%$310.2K———
Rockefeller Capital Management L.P.
N/A—11,289-11,289-100%$303.0K———
Freestone Capital Holdings, LLC
N/A—11,173-11,173-100%$299.9K———
Elequin Capital, LP
N/A—11,033-11,033-100%$296.1K———
Whittier Trust Co of Nevada Inc
N/A—10,998-10,998-100%$294.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—10,904-10,904-100%$292.7K———
Star Financial Bank
N/A—10,525-10,525-100%$282.5K———
Cresset Asset Management, LLC
N/A—10,128-10,128-100%$271.8K———
Steward Partners Investment Advisory, LLC
N/A—9,100-9,100-100%$244.3K———
Cerity Partners LLC
N/A—8,734-8,734-100%$381.8K———
Lazard Asset Management LLC
N/A—8,000-8,000-100%$214.7K———
Huntington National Bank
N/A—7,970-7,970-100%$213.9K———
Janney Montgomery Scott LLC
N/A—7,723-7,723-100%$207.0K———
Private Advisor Group, LLC
N/A—7,679-7,679-100%$206.1K———
BFC Planning, Inc.
N/A—5,358-5,358-100%$143.8K———
Global Retirement Partners, LLC
N/A—4,334-4,334-100%$116.3K———
Whittier Trust Co
N/A—2,871-2,871-100%$77.1K———
Harbour Investments, Inc.
N/A—2,779-2,779-100%$74.6K———
Blair William & Co
N/A—2,505-2,505-100%$67.2K———
Bartlett & Co. Wealth Management LLC
N/A—2,378-2,378-100%$63.8K———
Ancora Advisors LLCA
N/A—1,500-1,500-100%$40.3K———
National Bank of Canada
N/A—1,450-1,450-100%$38.9K———
FMR LLC
N/A—1,238-1,238-100%$33.2K———
Aptus Capital Advisors, LLC
N/A—1,050-1,050-100%$28.2K———
Colonial Trust Advisors
N/A—988-988-100%$26.5K———
Front Row Advisors LLC
N/A—950-950-100%$25.0K———
SHP Wealth Management
N/A—702-702-100%$18.8K———
Medallion Wealth Advisors, LLC
N/A—543-543-100%$14.6K———
Caldwell Sutter Capital, Inc.
N/A—450-450-100%$12.1K———
Arax Advisory Partners
N/A—440-440-100%$11.8K———
Ameriflex Group, Inc.
N/A—377-377-100%$10.1K———
Caitlin John, LLC
N/A—300-300-100%$8.1K———
New England Asset Management Inc
N/A—200-200-100%$5.4K———
Franklin Resources Inc
N/A—40-40-100%$1.1K———
Smartleaf Asset Management LLC
N/A—5-5-100%$135———
Showing 191 of 191 institutions