IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Short Term Treasury (TBLL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
INCREASED
Shares1,644,889 from 1,598,159
Change+46,730 (+3%)
Value$173.6M (+$4.9M)
Filed 2026-11-06
AWM Capital, LLC
INCREASED
Shares850,552 from 619,959
Change+230,593 (+37%)
Value$89.8M (+$24.3M)
Filed 2026-10-16
LPL Financial LLC
DECREASED
Shares696,865 from 700,226
Change-3,361 (0%)
Value$73.6M (-$361.8K)
Filed 2026-11-06
CPR Investments Inc.
INCREASED
Shares376,557 from 311,288
Change+65,269 (+21%)
Value$39.7M (+$6.9M)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares323,560 from 305,073
Change+18,487 (+6%)
Value$34.2M (+$1.9M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares207,638 from 191,023
Change+16,615 (+9%)
Value$21.9M (+$1.8M)
Filed 2026-11-02
Convergence Financial, LLC
DECREASED
Shares191,625 from 342,489
Change-150,864 (-44%)
Value$20.2M (-$15.9M)
Filed 2026-10-27
First Command Advisory Services, Inc.
INCREASED
Shares147,416 from 144,257
Change+3,159 (+2%)
Value$15.6M (+$332.0K)
Filed 2026-11-05
WBI Investments, LLC
NEW
Shares145,548
Change+145,548
Value$15.4M
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares140,211 from 101,303
Change+38,908 (+38%)
Value$14.8M (+$4.1M)
Filed 2026-10-21
Clear Retirement Advice LLC
INCREASED
Shares125,697 from 121,931
Change+3,766 (+3%)
Value$13.3M (+$396.3K)
Filed 2026-10-22
One Day In July LLC
INCREASED
Shares115,827 from 101,235
Change+14,592 (+14%)
Value$12.2M (+$1.5M)
Filed 2026-10-30
First Horizon Corp
DECREASED
Shares95,846 from 98,484
Change-2,638 (-3%)
Value$10.1M (-$279.5K)
Filed 2026-10-26
Private Advisory Group LLC
DECREASED
Shares93,675 from 116,391
Change-22,716 (-20%)
Value$9.9M (-$2.4M)
Filed 2026-11-06
Power Wealth Management LLC
INCREASED
Shares84,877 from 83,326
Change+1,551 (+2%)
Value$9.0M (+$162.8K)
Filed 2026-10-27
Matauro, LLC
INCREASED
Shares80,025 from 77,897
Change+2,128 (+3%)
Value$8.4M (+$223.9K)
Filed 2026-11-03
Quaker Wealth Management, LLC
INCREASED
Shares71,699 from 68,366
Change+3,333 (+5%)
Value$7.6M (+$351.2K)
Filed 2026-10-22
Old Port Advisors
INCREASED
Shares56,178 from 55,586
Change+592 (+1%)
Value$5.9M (+$61.9K)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares39,802 from 35,950
Change+3,852 (+11%)
Value$4.2M (+$406.3K)
Filed 2026-11-03
Sunrise Financial Services, LLC
INCREASED
Shares37,539 from 36
Change+37,503 (+104175%)
Value$4.0M (+$4.0M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares20,440 from 40,204
Change-19,764 (-49%)
Value$2.2M (-$2.1M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares19,643 from 17,342
Change+2,301 (+13%)
Value$2.1M (+$243.0K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares19,332 from 28,303
Change-8,971 (-32%)
Value$2.0M (-$947.3K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares18,976 from 18,595
Change+381 (+2%)
Value$2.0M (+$40.1K)
Filed 2026-10-30
Barton Investment Management
DECREASED
Shares18,959 from 19,480
Change-521 (-3%)
Value$2.0M (-$55.2K)
Filed 2026-10-27
Bulwark Capital Corp
DECREASED
Shares18,524 from 21,364
Change-2,840 (-13%)
Value$2.0M (-$300.0K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares17,999 from 2,078
Change+15,921 (+766%)
Value$1.9M (+$1.7M)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
UNCHANGED
Shares14,681 from 14,681
Change0 (0%)
Value$1.5M (-$147)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares12,939 from 8,456
Change+4,483 (+53%)
Value$1.4M (+$473.1K)
Filed 2026-11-03
Core Wealth Partners LLC
DECREASED
Shares12,823 from 14,156
Change-1,333 (-9%)
Value$1.4M (-$140.9K)
Filed 2026-11-02
Councilor Wealth, LLC
DECREASED
Shares11,226 from 11,303
Change-77 (-1%)
Value$1.2M (-$8.2K)
Filed 2026-10-09
Transce3nd, LLC
NEW
Shares6,765
Change+6,765
Value$713.4K
Filed 2026-10-26
Watchman Group, Inc.
NEW
Shares6,701
Change+6,701
Value$707.4K
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares6,436 from 7,876
Change-1,440 (-18%)
Value$679.4K (-$152.1K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares5,497 from 2,418
Change+3,079 (+127%)
Value$580.3K (+$325.0K)
Filed 2026-10-20
Orin Green Financial, LLC
UNCHANGED
Shares5,141 from 5,141
Change0 (0%)
Value$542.7K (-$52)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares4,620 from 4,844
Change-224 (-5%)
Value$487.7K (-$23.8K)
Filed 2026-10-16
Spartan Planning & Wealth Management
DECREASED
Shares4,187 from 36,084
Change-31,897 (-88%)
Value$442.0K (-$3.4M)
Filed 2026-10-13
Caldwell Trust Co
UNCHANGED
Shares3,929 from 3,929
Change0 (0%)
Value$414.7K (-$40)
Filed 2026-10-30
Northbridge Financial Group, LLC
DECREASED
Shares3,606 from 4,136
Change-530 (-13%)
Value$381.0K (-$55.7K)
Filed 2026-11-05
ACT Advisors, Llc.
DECREASED
Shares3,599 from 3,602
Change-3 (0%)
Value$379.9K (-$353)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares3,476 from 3,313
Change+163 (+5%)
Value$366.9K (+$17.2K)
Filed 2026-11-05
Anson Capital, Inc.
INCREASED
Shares2,795 from 2,760
Change+35 (+1%)
Value$295.0K (+$3.7K)
Filed 2026-10-23
CWA Asset Management Group, LLC
UNCHANGED
Shares2,602 from 2,602
Change0 (0%)
Value$274.7K (-$26)
Filed 2026-10-19
Crumly & Associates Inc.
NEW
Shares2,486
Change+2,486
Value$262.4K
Filed 2026-10-07
Whalen Wealth Management Inc.
UNCHANGED
Shares2,459 from 2,459
Change0 (0%)
Value$259.6K (-$25)
Filed 2026-10-08
Stableford Capital II LLC
NEW
Shares2,048
Change+2,048
Value$216.2K
Filed 2026-10-09
Vise Technologies, Inc.
DECREASED
Shares2,017 from 12,044
Change-10,027 (-83%)
Value$212.9K (-$1.1M)
Filed 2026-10-29
UMB Bank, n.a.
DECREASED
Shares1,712 from 26,170
Change-24,458 (-93%)
Value$180.7K (-$2.6M)
Filed 2026-11-06
Robinson Value Management, Ltd.
UNCHANGED
Shares1,652 from 1,652
Change0 (0%)
Value$174.4K (-$17)
Filed 2026-10-20
Mascoma Wealth Management LLC
INCREASED
Shares1,642 from 853
Change+789 (+93%)
Value$173.3K (+$83.3K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares710 from 698
Change+12 (+2%)
Value$74.9K (+$1.3K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$30.3K (-$3)
Filed 2026-10-07
Fifth Third Bancorp
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$14.1K (-$1)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$8.7K (-$1)
Filed 2026-10-08
IFP Advisors, Inc
NEW
Shares68
Change+68
Value$7.2K
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares57
Change+57
Value$6.0K
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares50
Change+50
Value$5.3K
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$3.9K ($0)
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$180 (+$2)
Filed 2026-10-23
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 60,144
Change-60,144 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-21
Blueprint Investment Partners LLC
CLOSED
Shares0 from 39,989
Change-39,989 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-28
Astra Wealth Partners LLC
CLOSED
Shares0 from 5,388
Change-5,388 (-100%)
Value$0 (-$568.8K)
Filed 2026-11-06
Accurate Wealth Management, LLC
CLOSED
Shares0 from 4,910
Change-4,910 (-100%)
Value$0 (-$519.0K)
Filed 2026-10-20
MGO One Seven LLC
CLOSED
Shares0 from 4,202
Change-4,202 (-100%)
Value$0 (-$443.6K)
Filed 2026-10-28
Whitcomb & Hess, Inc.
CLOSED
Shares0 from 2,011
Change-2,011 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$37.0K)
Filed 2026-11-04
Compass Financial Management LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$844)
Filed 2026-11-02
Invesco Ltd.
N/A
Shares— from 5,743,619
Change-5,743,619 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,034,448
Change-1,034,448 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,006,673
Change-1,006,673 (-100%)
Value—
UBS Group AG
N/A
Shares— from 677,151
Change-677,151 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 582,851
Change-582,851 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 459,658
Change-459,658 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 378,125
Change-378,125 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 317,556
Change-317,556 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 243,662
Change-243,662 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 226,266
Change-226,266 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 217,619
Change-217,619 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 178,334
Change-178,334 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 165,867
Change-165,867 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 141,855
Change-141,855 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 113,989
Change-113,989 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 113,055
Change-113,055 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 104,724
Change-104,724 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 103,166
Change-103,166 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 74,960
Change-74,960 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 66,187
Change-66,187 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 42,102
Change-42,102 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 42,009
Change-42,009 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 41,293
Change-41,293 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 38,956
Change-38,956 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 31,654
Change-31,654 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,424
Change-27,424 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,322
Change-26,322 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,039
Change-25,039 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 24,014
Change-24,014 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,563
Change-20,563 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,776
Change-16,776 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 15,171
Change-15,171 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,237
Change-14,237 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 12,381
Change-12,381 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,264
Change-11,264 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 10,576
Change-10,576 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,258
Change-10,258 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,256
Change-7,256 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,249
Change-7,249 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,908
Change-5,908 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 241
Change-241 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 204
Change-204 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
FMR LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
INCREASED1,644,8891,598,159+46,730+3%$168.7M$173.6M+$4.9M2026-11-06
AWM Capital, LLC
INCREASED850,552619,959+230,593+37%$65.4M$89.8M+$24.3M2026-10-16
LPL Financial LLC
DECREASED696,865700,226-3,3610%$73.9M$73.6M-$361.8K2026-11-06
CPR Investments Inc.
INCREASED376,557311,288+65,269+21%$32.9M$39.7M+$6.9M2026-10-26
Brookstone Capital Management
INCREASED323,560305,073+18,487+6%$32.2M$34.2M+$1.9M2026-10-22
Commonwealth Equity Services, LLC
INCREASED207,638191,023+16,615+9%$20.2M$21.9M+$1.8M2026-11-02
Convergence Financial, LLC
DECREASED191,625342,489-150,864-44%$36.2M$20.2M-$15.9M2026-10-27
First Command Advisory Services, Inc.
INCREASED147,416144,257+3,159+2%$15.2M$15.6M+$332.0K2026-11-05
WBI Investments, LLC
NEW145,548—+145,548——$15.4M—2026-11-05
Wealthcare Advisory Partners LLC
INCREASED140,211101,303+38,908+38%$10.7M$14.8M+$4.1M2026-10-21
Clear Retirement Advice LLC
INCREASED125,697121,931+3,766+3%$12.9M$13.3M+$396.3K2026-10-22
One Day In July LLC
INCREASED115,827101,235+14,592+14%$10.7M$12.2M+$1.5M2026-10-30
First Horizon Corp
DECREASED95,84698,484-2,638-3%$10.4M$10.1M-$279.5K2026-10-26
Private Advisory Group LLC
DECREASED93,675116,391-22,716-20%$12.3M$9.9M-$2.4M2026-11-06
Power Wealth Management LLC
INCREASED84,87783,326+1,551+2%$8.8M$9.0M+$162.8K2026-10-27
Matauro, LLC
INCREASED80,02577,897+2,128+3%$8.2M$8.4M+$223.9K2026-11-03
Quaker Wealth Management, LLC
INCREASED71,69968,366+3,333+5%$7.2M$7.6M+$351.2K2026-10-22
Old Port Advisors
INCREASED56,17855,586+592+1%$5.9M$5.9M+$61.9K2026-10-23
EdgeRock Capital LLC
INCREASED39,80235,950+3,852+11%$3.8M$4.2M+$406.3K2026-11-03
Sunrise Financial Services, LLC
INCREASED37,53936+37,503+104175%$3.8K$4.0M+$4.0M2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED20,44040,204-19,764-49%$4.2M$2.2M-$2.1M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED19,64317,342+2,301+13%$1.8M$2.1M+$243.0K2026-11-02
D.A. Davidson & Co.
DECREASED19,33228,303-8,971-32%$3.0M$2.0M-$947.3K2026-10-28
Truist Financial Corp
INCREASED18,97618,595+381+2%$2.0M$2.0M+$40.1K2026-10-30
Barton Investment Management
DECREASED18,95919,480-521-3%$2.1M$2.0M-$55.2K2026-10-27
Bulwark Capital Corp
DECREASED18,52421,364-2,840-13%$2.3M$2.0M-$300.0K2026-10-13
Kestra Advisory Services, LLC
INCREASED17,9992,078+15,921+766%$219.4K$1.9M+$1.7M2026-11-02
Clearwater Capital Advisors, LLC
UNCHANGED14,68114,68100%$1.5M$1.5M-$1472026-11-06
StoneX Group Inc.
INCREASED12,9398,456+4,483+53%$892.8K$1.4M+$473.1K2026-11-03
Core Wealth Partners LLC
DECREASED12,82314,156-1,333-9%$1.5M$1.4M-$140.9K2026-11-02
Councilor Wealth, LLC
DECREASED11,22611,303-77-1%$1.2M$1.2M-$8.2K2026-10-09
Transce3nd, LLC
NEW6,765—+6,765——$713.4K—2026-10-26
Watchman Group, Inc.
NEW6,701—+6,701——$707.4K—2026-10-16
Golden State Wealth Management, LLC
DECREASED6,4367,876-1,440-18%$831.5K$679.4K-$152.1K2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED5,4972,418+3,079+127%$255.3K$580.3K+$325.0K2026-10-20
Orin Green Financial, LLC
UNCHANGED5,1415,14100%$542.7K$542.7K-$522026-10-19
PFG Advisors
DECREASED4,6204,844-224-5%$511.4K$487.7K-$23.8K2026-10-16
Spartan Planning & Wealth Management
DECREASED4,18736,084-31,897-88%$3.8M$442.0K-$3.4M2026-10-13
Caldwell Trust Co
UNCHANGED3,9293,92900%$414.8K$414.7K-$402026-10-30
Northbridge Financial Group, LLC
DECREASED3,6064,136-530-13%$436.7K$381.0K-$55.7K2026-11-05
ACT Advisors, Llc.
DECREASED3,5993,602-30%$380.3K$379.9K-$3532026-10-15
US Bancorp \de\
INCREASED3,4763,313+163+5%$349.8K$366.9K+$17.2K2026-11-05
Anson Capital, Inc.
INCREASED2,7952,760+35+1%$291.4K$295.0K+$3.7K2026-10-23
CWA Asset Management Group, LLC
UNCHANGED2,6022,60200%$274.7K$274.7K-$262026-10-19
Crumly & Associates Inc.
NEW2,486—+2,486——$262.4K—2026-10-07
Whalen Wealth Management Inc.
UNCHANGED2,4592,45900%$259.6K$259.6K-$252026-10-08
Stableford Capital II LLC
NEW2,048—+2,048——$216.2K—2026-10-09
Vise Technologies, Inc.
DECREASED2,01712,044-10,027-83%$1.3M$212.9K-$1.1M2026-10-29
UMB Bank, n.a.
DECREASED1,71226,170-24,458-93%$2.8M$180.7K-$2.6M2026-11-06
Robinson Value Management, Ltd.
UNCHANGED1,6521,65200%$174.4K$174.4K-$172026-10-20
Mascoma Wealth Management LLC
INCREASED1,642853+789+93%$90.1K$173.3K+$83.3K2026-10-23
Private Trust Co NA
INCREASED710698+12+2%$73.7K$74.9K+$1.3K2026-10-20
Wealth Enhancement Trust Services, Inc.
UNCHANGED28728700%$30.3K$30.3K-$32026-10-07
Fifth Third Bancorp
UNCHANGED13413400%$14.1K$14.1K-$12026-11-05
Farther Finance Advisors, LLC
UNCHANGED828200%$8.7K$8.7K-$12026-10-08
IFP Advisors, Inc
NEW68—+68——$7.2K—2026-10-16
UMB Private Wealth Management, LLC
NEW57—+57——$6.0K—2026-10-19
Ascentis Independent Advisors
NEW50—+50——$5.3K—2026-11-03
Lanark Financial, Inc.
UNCHANGED373700%$3.9K$3.9K$02026-10-26
Signaturefd, LLC
UNCHANGED2200%$178$180+$22026-10-23
Kraft, Davis & Associates, LLC
CLOSED060,144-60,144-100%$6.4M$0-$6.4M2026-10-21
Blueprint Investment Partners LLC
CLOSED039,989-39,989-100%$4.2M$0-$4.2M2026-10-28
Astra Wealth Partners LLC
CLOSED05,388-5,388-100%$568.8K$0-$568.8K2026-11-06
Accurate Wealth Management, LLC
CLOSED04,910-4,910-100%$519.0K$0-$519.0K2026-10-20
MGO One Seven LLC
CLOSED04,202-4,202-100%$443.6K$0-$443.6K2026-10-28
Whitcomb & Hess, Inc.
CLOSED02,011-2,011-100%$212.3K$0-$212.3K2026-10-07
EverSource Wealth Advisors, LLC
CLOSED0350-350-100%$37.0K$0-$37.0K2026-11-04
Compass Financial Management LLC
CLOSED085-85-100%$9.0K$0-$9.0K2026-10-30
International Assets Investment Management, LLC
CLOSED08-8-100%$844$0-$8442026-11-02
Invesco Ltd.
N/A—5,743,619-5,743,619-100%$606.4M———
F/m Investments LLC
N/A—1,034,448-1,034,448-100%$109.2M———
Osaic Holdings, Inc.
N/A—1,006,673-1,006,673-100%$106.3M———
UBS Group AG
N/A—677,151-677,151-100%$71.5M———
Morgan Stanley
N/A—582,851-582,851-100%$61.5M———
Wells Fargo & Company
N/A—459,658-459,658-100%$48.5M———
Private Advisor Group, LLC
N/A—378,125-378,125-100%$39.9M———
Composition Wealth, LLC
N/A—317,556-317,556-100%$33.5M———
Bank of America Corp
N/A—243,662-243,662-100%$25.7M———
Castle Wealth Management LLC
N/A—226,266-226,266-100%$23.9M———
Envestnet Asset Management Inc
N/A—217,619-217,619-100%$23.0M———
Dock Street Asset Management Inc
N/A—178,334-178,334-100%$18.8M———
IFG Advisory, LLC
N/A—165,867-165,867-100%$17.5M———
Ameriprise Financial Inc
N/A—141,855-141,855-100%$15.0M———
Goldman Sachs Group Inc
N/A—113,989-113,989-100%$12.0M———
Cetera Investment Advisers
N/A—113,055-113,055-100%$11.9M———
MML Investors Services, LLC
N/A—104,724-104,724-100%$11.1M———
HighTower Advisors, LLC
N/A—103,166-103,166-100%$10.9M———
Vertex Planning Partners, LLC
N/A—74,960-74,960-100%$3.3M———
Ameritas Advisory Services, LLC
N/A—66,187-66,187-100%$7.0M———
Gotham Asset Management, LLC
N/A—42,102-42,102-100%$4.4M———
Brasada Capital Management, LP
N/A—42,009-42,009-100%$4.4M———
Tower Research Capital LLC (TRC)
N/A—41,293-41,293-100%$4.4M———
Kintra Wealth, LLC
N/A—38,956-38,956-100%$4.1M———
Cary Street Partners Financial LLC
N/A—31,654-31,654-100%$3.3M———
Mariner, LLC
N/A—27,424-27,424-100%$2.9M———
NewEdge Advisors, LLC
N/A—26,322-26,322-100%$2.8M———
Susquehanna International Group, LLP
N/A—25,039-25,039-100%$2.6M———
Northwestern Mutual Wealth Management Co
N/A—24,014-24,014-100%$2.5M———
Focus Partners Wealth
N/A—20,563-20,563-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—16,776-16,776-100%$1.8M———
Wrapmanager Inc
N/A—15,171-15,171-100%$1.6M———
United Capital Financial Advisors, LLC
N/A—14,237-14,237-100%$1.5M———
Sovereign Financial Group, Inc.
N/A—12,381-12,381-100%$1.3M———
Rwwm, Inc.
N/A—11,684-11,684-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—11,547-11,547-100%$1.2M———
JPMorgan Chase & Co
N/A—11,264-11,264-100%$1.2M———
Fiduciary Trust Co
N/A—11,227-11,227-100%$1.2M———
Stifel Financial Corp
N/A—11,163-11,163-100%$1.2M———
Pinnacle Financial Partners, Inc.
N/A—10,576-10,576-100%$1.1M———
Mutual Advisors, LLC
N/A—10,300-10,300-100%$1.1M———
Raymond James Financial Inc
N/A—10,258-10,258-100%$1.1M———
Royal Bank of Canada
N/A—9,944-9,944-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—9,690-9,690-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—9,155-9,155-100%$966.5K———
Strategic Financial Concepts, LLC
N/A—8,705-8,705-100%$919.0K———
Cerity Partners LLC
N/A—8,184-8,184-100%$864.0K———
J. M. Brown & Associates Inc.
N/A—7,760-7,760-100%$819.3K———
Sankala Group LLC
N/A—7,597-7,597-100%$803.9K———
Citadel Advisors LLC
N/A—7,256-7,256-100%$766.0K———
HRT Financial LP
N/A—7,249-7,249-100%$765.0K———
World Investment Advisors
N/A—6,565-6,565-100%$693.1K———
Harbour Investments, Inc.
N/A—6,251-6,251-100%$659.9K———
Valley Financial Group, Inc.
N/A—5,957-5,957-100%$628.9K———
Two Sigma Securities, LLC
N/A—5,908-5,908-100%$623.7K———
Northern Trust Corp
N/A—4,256-4,256-100%$449.3K———
Steward Partners Investment Advisory, LLC
N/A—4,042-4,042-100%$426.7K———
Flow Traders U.S. LLC
N/A—3,991-3,991-100%$421.0K———
PFG Investments, LLC
N/A—3,709-3,709-100%$391.6K———
Jane Street Group, LLC
N/A—2,797-2,797-100%$295.3K———
Gladstone Institutional Advisory LLC
N/A—2,760-2,760-100%$291.4K———
Mercer Global Advisors Inc
N/A—2,659-2,659-100%$280.8K———
CIBC Bancorp USA Inc.
N/A—2,546-2,546-100%$268.8K———
Ausdal Financial Partners, Inc.
N/A—2,533-2,533-100%$267.4K———
Kovack Advisors, Inc.
N/A—2,500-2,500-100%$263.9K———
Equitable Holdings, Inc.
N/A—2,348-2,348-100%$247.9K———
Tidemark, LLC
N/A—2,036-2,036-100%$215.0K———
Haverford Trust Co
N/A—2,000-2,000-100%$211.1K———
Highland Investment Advisors LLC
N/A—1,979-1,979-100%$208.9K———
National Bank of Canada
N/A—241-241-100%$25.4K———
Kerr Financial Planning Corp
N/A—204-204-100%$21.5K———
BFC Planning, Inc.
N/A—153-153-100%$16.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—153-153-100%$16.1K———
AE Wealth Management LLC
N/A—136-136-100%$14.3K———
Global Retirement Partners, LLC
N/A—50-50-100%$5.3K———
FMR LLC
N/A—27-27-100%$2.8K———
Strategic Investment Solutions, Inc.
N/A—15-15-100%$1.6K———
Showing 146 of 146 institutions