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Invesco Bulletshares 2029 HY (BSJT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares3,077,677 from 3,190,068
Change-112,391 (-4%)
Value$63.6M (-$3.8M)
Filed 2026-11-06
Stablepoint Partners, LLC
INCREASED
Shares516,660 from 340,722
Change+175,938 (+52%)
Value$10.7M (+$3.5M)
Filed 2026-11-03
Avior Wealth Management, LLC
INCREASED
Shares415,930 from 399,608
Change+16,322 (+4%)
Value$8.6M (+$147.3K)
Filed 2026-10-13
SFE Investment Counsel
INCREASED
Shares391,328 from 378,154
Change+13,174 (+3%)
Value$8.1M (+$92.5K)
Filed 2026-10-29
Banta Asset Management LP
DECREASED
Shares321,670 from 322,870
Change-1,200 (0%)
Value$6.6M (-$178.1K)
Filed 2026-11-02
Howard Wealth Management, LLC
INCREASED
Shares220,052 from 207,945
Change+12,107 (+6%)
Value$4.5M (+$151.3K)
Filed 2026-10-28
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares170,303 from 156,249
Change+14,054 (+9%)
Value$3.5M (+$216.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares160,291 from 160,565
Change-274 (0%)
Value$3.3M (-$81.9K)
Filed 2026-11-02
Sidoxia Capital Management, LLC
NEW
Shares136,345
Change+136,345
Value$2.8M
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares130,694 from 140,130
Change-9,436 (-7%)
Value$2.7M (-$256.9K)
Filed 2026-11-04
Turning Point Benefit Group, Inc.
INCREASED
Shares115,860 from 112,136
Change+3,724 (+3%)
Value$2.4M (+$24.0K)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares93,603 from 93,213
Change+390 (+0%)
Value$1.9M (-$36.2K)
Filed 2026-11-05
S.E.E.D. Planning Group LLC
DECREASED
Shares93,274 from 93,701
Change-427 (0%)
Value$1.9M (-$53.3K)
Filed 2026-10-07
Private Client Services, LLC
INCREASED
Shares78,519 from 77,171
Change+1,348 (+2%)
Value$1.6M (-$8.8K)
Filed 2026-10-02
HUB Investment Partners, LLC
INCREASED
Shares75,718 from 62,312
Change+13,406 (+22%)
Value$1.6M (+$247.3K)
Filed 2026-11-03
Blue Capital, Inc.
NEW
Shares73,434
Change+73,434
Value$1.5M
Filed 2026-10-13
Ashton Thomas Securities, LLC
INCREASED
Shares71,299 from 69,705
Change+1,594 (+2%)
Value$1.5M (-$182)
Filed 2026-10-26
Altrius Capital Management Inc
INCREASED
Shares70,721 from 50,434
Change+20,287 (+40%)
Value$1.5M (+$395.1K)
Filed 2026-11-05
Sound Stewardship, LLC
INCREASED
Shares66,655 from 61,115
Change+5,540 (+9%)
Value$1.4M (+$85.4K)
Filed 2026-10-14
Verity Asset Management, Inc.
INCREASED
Shares59,516 from 43,917
Change+15,599 (+36%)
Value$1.2M (+$301.3K)
Filed 2026-10-30
Independent Wealth Advisors LLC
NEW
Shares55,674
Change+55,674
Value$1.1M
Filed 2026-10-27
Compound Planning, Inc.
INCREASED
Shares52,800 from 52,624
Change+176 (+0%)
Value$1.1M (-$21.4K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares51,801 from 48,387
Change+3,414 (+7%)
Value$1.1M (+$47.5K)
Filed 2026-10-13
Intrua Financial, LLC
INCREASED
Shares46,078 from 43,653
Change+2,425 (+6%)
Value$951.7K (+$29.4K)
Filed 2026-10-28
Wagner Wealth Management, Corp
INCREASED
Shares45,673 from 39,409
Change+6,264 (+16%)
Value$943.4K (+$110.7K)
Filed 2026-10-20
Segment Wealth Management, LLC
INCREASED
Shares42,870 from 42,570
Change+300 (+1%)
Value$885.5K (-$14.0K)
Filed 2026-10-26
Tassel Capital Management, Inc.
INCREASED
Shares33,631 from 29,641
Change+3,990 (+13%)
Value$694.6K (+$68.3K)
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares33,307 from 37,797
Change-4,490 (-12%)
Value$688.0K (-$110.7K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares32,283 from 38,469
Change-6,186 (-16%)
Value$666.8K (-$146.0K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares29,558 from 28,598
Change+960 (+3%)
Value$610.5K (+$6.2K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares28,984 from 28,923
Change+61 (+0%)
Value$598.7K (-$12.5K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares27,890 from 25,106
Change+2,784 (+11%)
Value$576.1K (+$45.6K)
Filed 2026-11-02
Farnam Financial LLC
INCREASED
Shares27,137 from 22,724
Change+4,413 (+19%)
Value$562.1K (+$82.0K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares26,081 from 11,001
Change+15,080 (+137%)
Value$538.7K (+$306.3K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
UNCHANGED
Shares25,600 from 25,600
Change0 (0%)
Value$528.8K (-$9.7K)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares25,392 from 25,392
Change0 (0%)
Value$524.5K (-$12.1K)
Filed 2026-11-02
Private Advisory Group LLC
DECREASED
Shares24,842 from 32,502
Change-7,660 (-24%)
Value$513.1K (-$173.7K)
Filed 2026-11-06
VestGen Advisors, LLC
INCREASED
Shares24,140 from 24,052
Change+88 (+0%)
Value$498.6K (-$9.6K)
Filed 2026-10-27
4Thought Financial Group Inc.
INCREASED
Shares20,750 from 20,631
Change+119 (+1%)
Value$428.6K (-$7.3K)
Filed 2026-11-02
AlphaStar Capital Management, LLC
INCREASED
Shares20,522 from 18,855
Change+1,667 (+9%)
Value$423.9K (+$25.5K)
Filed 2026-10-16
Net Worth Advisory Group
INCREASED
Shares19,502 from 17,733
Change+1,769 (+10%)
Value$402.9K (+$28.2K)
Filed 2026-10-20
Carnegie Investment Counsel
DECREASED
Shares17,829 from 19,629
Change-1,800 (-9%)
Value$368.3K (-$46.5K)
Filed 2026-10-20
Ironwood Financial, llc
DECREASED
Shares16,990 from 17,364
Change-374 (-2%)
Value$350.9K (-$15.6K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED
Shares16,093 from 14,837
Change+1,256 (+8%)
Value$332.4K (+$18.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,321 from 19,841
Change-4,520 (-23%)
Value$316.0K (-$103.0K)
Filed 2026-11-02
Wealth Quarterback LLC
INCREASED
Shares13,856 from 11,523
Change+2,333 (+20%)
Value$286.2K (+$42.7K)
Filed 2026-10-20
Cambridge Financial Group, LLC
UNCHANGED
Shares13,398 from 13,398
Change0 (0%)
Value$283.1K ($0)
Filed 2026-10-06
Asset Dedication, LLC
UNCHANGED
Shares13,398 from 13,398
Change0 (0%)
Value$276.7K (-$6.4K)
Filed 2026-11-03
AA Financial Advisors, LLC
NEW
Shares12,444
Change+12,444
Value$257.0K
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares12,270 from 12,270
Change0 (0%)
Value$253.4K (-$5.8K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares11,159 from 11,081
Change+78 (+1%)
Value$230.5K (-$3.7K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
DECREASED
Shares10,731 from 12,675
Change-1,944 (-15%)
Value$221.6K (-$46.2K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
NEW
Shares9,771
Change+9,771
Value$201.8K
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares9,200 from 12,700
Change-3,500 (-28%)
Value$206.4K (-$61.8K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares7,407 from 7,290
Change+117 (+2%)
Value$153.0K (-$1.0K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares6,296
Change+6,296
Value$130.1K
Filed 2026-10-27
Wolff Wiese Magana LLC
INCREASED
Shares6,189 from 2,909
Change+3,280 (+113%)
Value$127.8K (+$66.4K)
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares4,698 from 4,698
Change0 (0%)
Value$97.0K (-$2.2K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares3,592
Change+3,592
Value$74.2K
Filed 2026-10-05
Farther Finance Advisors, LLC
DECREASED
Shares2,791 from 17,185
Change-14,394 (-84%)
Value$57.6K (-$305.5K)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares1,750 from 2,175
Change-425 (-20%)
Value$36.1K (-$9.8K)
Filed 2026-10-20
Horizon Financial Services, LLC
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$27.7K (-$637)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares376 from 121
Change+255 (+211%)
Value$7.8K (+$5.2K)
Filed 2026-10-08
CX Institutional
INCREASED
Shares354 from 349
Change+5 (+1%)
Value$7 ($0)
Filed 2026-10-02
Financial Consulate, Inc
NEW
Shares254
Change+254
Value$5.2K
Filed 2026-10-23
Community Financial Services Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$2.6K (-$59)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
NEW
Shares19
Change+19
Value$392
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$88 (-$1)
Filed 2026-10-26
Axim Planning & Wealth
CLOSED
Shares0 from 32,565
Change-32,565 (-100%)
Value$0 (-$688.1K)
Filed 2026-10-28
Atria Investments, Inc
CLOSED
Shares0 from 11,690
Change-11,690 (-100%)
Value$0 (-$247.0K)
Filed 2026-10-15
IFP Advisors, Inc
CLOSED
Shares0 from 4,058
Change-4,058 (-100%)
Value$0 (-$85.7K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,149
Change-1,149 (-100%)
Value$0 (-$24.3K)
Filed 2026-11-02
Legacy Financial Group LLC
N/A
Shares— from 916,872
Change-916,872 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 854,287
Change-854,287 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 733,237
Change-733,237 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 530,950
Change-530,950 (-100%)
Value—
UBS Group AG
N/A
Shares— from 493,312
Change-493,312 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 477,171
Change-477,171 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 476,655
Change-476,655 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 429,143
Change-429,143 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 425,062
Change-425,062 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 413,738
Change-413,738 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 273,721
Change-273,721 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 261,376
Change-261,376 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 229,603
Change-229,603 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 221,527
Change-221,527 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 176,754
Change-176,754 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 172,234
Change-172,234 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 153,011
Change-153,011 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 146,475
Change-146,475 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 128,185
Change-128,185 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 120,133
Change-120,133 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 115,583
Change-115,583 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 99,217
Change-99,217 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 91,705
Change-91,705 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,177
Change-75,177 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 71,895
Change-71,895 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 68,165
Change-68,165 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 67,629
Change-67,629 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 54,139
Change-54,139 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 44,664
Change-44,664 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 42,788
Change-42,788 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 32,549
Change-32,549 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 32,373
Change-32,373 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 29,468
Change-29,468 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 28,161
Change-28,161 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,557
Change-25,557 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 20,870
Change-20,870 (-100%)
Value—
FCA Corp
N/A
Shares— from 20,520
Change-20,520 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,521
Change-18,521 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,701
Change-17,701 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 15,816
Change-15,816 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,075
Change-14,075 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,079
Change-12,079 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 11,968
Change-11,968 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,694
Change-11,694 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
&partners
N/A
Shares— from 9,593
Change-9,593 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,046
Change-9,046 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Status
LPL Financial LLC
DECREASED3,077,6773,190,068-112,391-4%$67.4M$63.6M-$3.8M2026-11-06
Stablepoint Partners, LLC
INCREASED516,660340,722+175,938+52%$7.2M$10.7M+$3.5M2026-11-03
Avior Wealth Management, LLC
INCREASED415,930399,608+16,322+4%$8.4M$8.6M+$147.3K2026-10-13
SFE Investment Counsel
INCREASED391,328378,154+13,174+3%$8.0M$8.1M+$92.5K2026-10-29
Banta Asset Management LP
DECREASED321,670322,870-1,2000%$6.8M$6.6M-$178.1K2026-11-02
Howard Wealth Management, LLC
INCREASED220,052207,945+12,107+6%$4.4M$4.5M+$151.3K2026-10-28
Pacific Wealth Strategies Group, Inc.
INCREASED170,303156,249+14,054+9%$3.3M$3.5M+$216.1K2026-11-02
Commonwealth Equity Services, LLC
DECREASED160,291160,565-2740%$3.4M$3.3M-$81.9K2026-11-02
Sidoxia Capital Management, LLC
NEW136,345—+136,345——$2.8M—2026-10-28
Prospera Financial Services Inc
DECREASED130,694140,130-9,436-7%$3.0M$2.7M-$256.9K2026-11-04
Turning Point Benefit Group, Inc.
INCREASED115,860112,136+3,724+3%$2.4M$2.4M+$24.0K2026-10-28
Moneco Advisors, LLC
INCREASED93,60393,213+390+0%$2.0M$1.9M-$36.2K2026-11-05
S.E.E.D. Planning Group LLC
DECREASED93,27493,701-4270%$2.0M$1.9M-$53.3K2026-10-07
Private Client Services, LLC
INCREASED78,51977,171+1,348+2%$1.6M$1.6M-$8.8K2026-10-02
HUB Investment Partners, LLC
INCREASED75,71862,312+13,406+22%$1.3M$1.6M+$247.3K2026-11-03
Blue Capital, Inc.
NEW73,434—+73,434——$1.5M—2026-10-13
Ashton Thomas Securities, LLC
INCREASED71,29969,705+1,594+2%$1.5M$1.5M-$1822026-10-26
Altrius Capital Management Inc
INCREASED70,72150,434+20,287+40%$1.1M$1.5M+$395.1K2026-11-05
Sound Stewardship, LLC
INCREASED66,65561,115+5,540+9%$1.3M$1.4M+$85.4K2026-10-14
Verity Asset Management, Inc.
INCREASED59,51643,917+15,599+36%$928.0K$1.2M+$301.3K2026-10-30
Independent Wealth Advisors LLC
NEW55,674—+55,674——$1.1M—2026-10-27
Compound Planning, Inc.
INCREASED52,80052,624+176+0%$1.1M$1.1M-$21.4K2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED51,80148,387+3,414+7%$1.0M$1.1M+$47.5K2026-10-13
Intrua Financial, LLC
INCREASED46,07843,653+2,425+6%$922.4K$951.7K+$29.4K2026-10-28
Wagner Wealth Management, Corp
INCREASED45,67339,409+6,264+16%$832.7K$943.4K+$110.7K2026-10-20
Segment Wealth Management, LLC
INCREASED42,87042,570+300+1%$899.5K$885.5K-$14.0K2026-10-26
Tassel Capital Management, Inc.
INCREASED33,63129,641+3,990+13%$626.3K$694.6K+$68.3K2026-10-20
Clearstead Advisors, LLC
DECREASED33,30737,797-4,490-12%$798.6K$688.0K-$110.7K2026-11-06
Brookstone Capital Management
DECREASED32,28338,469-6,186-16%$812.9K$666.8K-$146.0K2026-10-22
Independent Financial Group, LLC
INCREASED29,55828,598+960+3%$604.3K$610.5K+$6.2K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED28,98428,923+61+0%$611.1K$598.7K-$12.5K2026-10-27
Kestra Advisory Services, LLC
INCREASED27,89025,106+2,784+11%$530.5K$576.1K+$45.6K2026-11-02
Farnam Financial LLC
INCREASED27,13722,724+4,413+19%$480.2K$562.1K+$82.0K2026-10-21
MGO One Seven LLC
INCREASED26,08111,001+15,080+137%$232.4K$538.7K+$306.3K2026-10-28
SAX Wealth Advisors, LLC
UNCHANGED25,60025,60000%$538.5K$528.8K-$9.7K2026-10-13
Key FInancial Inc
UNCHANGED25,39225,39200%$536.5K$524.5K-$12.1K2026-11-02
Private Advisory Group LLC
DECREASED24,84232,502-7,660-24%$686.8K$513.1K-$173.7K2026-11-06
VestGen Advisors, LLC
INCREASED24,14024,052+88+0%$508.2K$498.6K-$9.6K2026-10-27
4Thought Financial Group Inc.
INCREASED20,75020,631+119+1%$435.9K$428.6K-$7.3K2026-11-02
AlphaStar Capital Management, LLC
INCREASED20,52218,855+1,667+9%$398.4K$423.9K+$25.5K2026-10-16
Net Worth Advisory Group
INCREASED19,50217,733+1,769+10%$374.7K$402.9K+$28.2K2026-10-20
Carnegie Investment Counsel
DECREASED17,82919,629-1,800-9%$414.8K$368.3K-$46.5K2026-10-20
Ironwood Financial, llc
DECREASED16,99017,364-374-2%$366.5K$350.9K-$15.6K2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED16,09314,837+1,256+8%$313.5K$332.4K+$18.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED15,32119,841-4,520-23%$419.0K$316.0K-$103.0K2026-11-02
Wealth Quarterback LLC
INCREASED13,85611,523+2,333+20%$243.5K$286.2K+$42.7K2026-10-20
Cambridge Financial Group, LLC
UNCHANGED13,39813,39800%$283.1K$283.1K$02026-10-06
Asset Dedication, LLC
UNCHANGED13,39813,39800%$283.1K$276.7K-$6.4K2026-11-03
AA Financial Advisors, LLC
NEW12,444—+12,444——$257.0K—2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED12,27012,27000%$259.3K$253.4K-$5.8K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED11,15911,081+78+1%$234.1K$230.5K-$3.7K2026-11-05
Meriwether Wealth & Planning, LLC
DECREASED10,73112,675-1,944-15%$267.8K$221.6K-$46.2K2026-10-13
Quad-Cities Investment Group, LLC
NEW9,771—+9,771——$201.8K—2026-10-16
TD Waterhouse Canada Inc.
DECREASED9,20012,700-3,500-28%$268.2K$206.4K-$61.8K2026-10-16
Larson Financial Group LLC
INCREASED7,4077,290+117+2%$154.0K$153.0K-$1.0K2026-11-05
Latitude Advisors, LLC
NEW6,296—+6,296——$130.1K—2026-10-27
Wolff Wiese Magana LLC
INCREASED6,1892,909+3,280+113%$61.5K$127.8K+$66.4K2026-10-15
Fifth Third Bancorp
UNCHANGED4,6984,69800%$99.3K$97.0K-$2.2K2026-11-05
Horizons Wealth Management
NEW3,592—+3,592——$74.2K—2026-10-05
Farther Finance Advisors, LLC
DECREASED2,79117,185-14,394-84%$363.1K$57.6K-$305.5K2026-10-08
Private Trust Co NA
DECREASED1,7502,175-425-20%$46.0K$36.1K-$9.8K2026-10-20
Horizon Financial Services, LLC
UNCHANGED1,3421,34200%$28.4K$27.7K-$6372026-11-04
Gamma Investing LLC
INCREASED376121+255+211%$2.6K$7.8K+$5.2K2026-10-08
CX Institutional
INCREASED354349+5+1%$7$7$02026-10-02
Financial Consulate, Inc
NEW254—+254——$5.2K—2026-10-23
Community Financial Services Group, LLC
UNCHANGED12512500%$2.6K$2.6K-$592026-10-15
Capital Investment Advisory Services, LLC
NEW19—+19——$392—2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED4400%$89$88-$12026-10-26
Axim Planning & Wealth
CLOSED032,565-32,565-100%$688.1K$0-$688.1K2026-10-28
Atria Investments, Inc
CLOSED011,690-11,690-100%$247.0K$0-$247.0K2026-10-15
IFP Advisors, Inc
CLOSED04,058-4,058-100%$85.7K$0-$85.7K2026-10-16
International Assets Investment Management, LLC
CLOSED01,149-1,149-100%$24.3K$0-$24.3K2026-11-02
Legacy Financial Group LLC
N/A—916,872-916,872-100%$19.4M———
Wells Fargo & Company
N/A—854,287-854,287-100%$18.1M———
Cetera Investment Advisers
N/A—733,237-733,237-100%$15.5M———
Raymond James Financial Inc
N/A—530,950-530,950-100%$11.2M———
UBS Group AG
N/A—493,312-493,312-100%$10.4M———
Equitable Holdings, Inc.
N/A—477,171-477,171-100%$10.1M———
Morgan Stanley
N/A—476,655-476,655-100%$10.1M———
Osaic Holdings, Inc.
N/A—429,143-429,143-100%$9.1M———
Mercer Global Advisors Inc
N/A—425,062-425,062-100%$9.0M———
Modern Wealth Management, LLC
N/A—413,738-413,738-100%$8.7M———
IHT Wealth Management, LLC
N/A—273,721-273,721-100%$5.8M———
Captrust Financial Advisors
N/A—261,376-261,376-100%$5.5M———
Advisory Alpha, LLC
N/A—229,603-229,603-100%$4.9M———
Jones Financial Companies Lllp
N/A—221,527-221,527-100%$4.7M———
Royal Bank of Canada
N/A—176,754-176,754-100%$3.7M———
Oder Investment Management, LLC
N/A—172,234-172,234-100%$3.6M———
Kinetic Wealth Investment Advisors LLC
N/A—153,011-153,011-100%$3.2M———
F/m Investments LLC
N/A—146,475-146,475-100%$3.1M———
Ameriprise Financial Inc
N/A—128,185-128,185-100%$2.7M———
Bank of America Corp
N/A—120,133-120,133-100%$2.5M———
Lbmc Investment Advisors, LLC
N/A—115,583-115,583-100%$2.4M———
Tower Research Capital LLC (TRC)
N/A—99,217-99,217-100%$2.1M———
Insigneo Advisory Services, LLC
N/A—91,705-91,705-100%$1.9M———
NewEdge Advisors, LLC
N/A—75,177-75,177-100%$1.6M———
Harbour Investments, Inc.
N/A—71,895-71,895-100%$1.5M———
Envestnet Asset Management Inc
N/A—68,165-68,165-100%$1.4M———
Seaview Investment Managers LLC
N/A—67,629-67,629-100%$1.4M———
Old Mission Capital LLC
N/A—54,139-54,139-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—44,664-44,664-100%$943.8K———
Ark Wealth Advisors LLC
N/A—42,788-42,788-100%$904.1K———
Vermillion & White Wealth Management Group, LLC
N/A—32,549-32,549-100%$687.8K———
Vantage Point Financial LLC
N/A—32,373-32,373-100%$684.0K———
Tudor Financial Inc.
N/A—29,468-29,468-100%$622.7K———
Topsail Wealth Management, LLC
N/A—28,161-28,161-100%$595.0K———
Citadel Advisors LLC
N/A—25,557-25,557-100%$540.0K———
Brown Advisory Inc
N/A—20,870-20,870-100%$441.0K———
FCA Corp
N/A—20,520-20,520-100%$433.6K———
Integrated Wealth Concepts LLC
N/A—18,521-18,521-100%$391.3K———
Stifel Financial Corp
N/A—17,701-17,701-100%$374.0K———
Alaska Wealth Advisors, LLC
N/A—15,816-15,816-100%$334.2K———
Steward Partners Investment Advisory, LLC
N/A—14,075-14,075-100%$297.4K———
Foundations Investment Advisors, LLC
N/A—12,079-12,079-100%$255.2K———
Wealthspire Retirement, LLC
N/A—11,968-11,968-100%$252.9K———
Jane Street Group, LLC
N/A—11,694-11,694-100%$247.1K———
Shufro Rose & Co LLC
N/A—11,500-11,500-100%$243.0K———
Geneos Wealth Management Inc.
N/A—11,050-11,050-100%$233.5K———
Janney Montgomery Scott LLC
N/A—11,003-11,003-100%$233.0K———
Advyzon Investment Management, LLC
N/A—10,570-10,570-100%$223.3K———
&partners
N/A—9,593-9,593-100%$202.7K———
Capital Analysts, LLC
N/A—9,046-9,046-100%$191.0K———
Keating Financial Advisory Services, Inc.
N/A—6,890-6,890-100%$145.6K———
Bitterroot Capital Advisors LLC
N/A—4,138-4,138-100%$87.4K———
Northwestern Mutual Wealth Management Co
N/A—3,551-3,551-100%$75.0K———
Anchor Investment Management, LLC
N/A—2,430-2,430-100%$51.3K———
Aptus Capital Advisors, LLC
N/A—501-501-100%$10.6K———
IMA Advisory Services, Inc.
N/A—127-127-100%$2.7K———
Showing 128 of 128 institutions