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Invesco Bulletshares 2031 CB (BSCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avior Wealth Management, LLC
INCREASED
Shares2,596,398 from 2,400,792
Change+195,606 (+8%)
Value$40.9M (+$1.6M)
Filed 2026-10-13
Hengehold Capital Management LLC
INCREASED
Shares2,460,907 from 2,395,263
Change+65,644 (+3%)
Value$38.8M (-$437.9K)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares1,714,080 from 1,578,888
Change+135,192 (+9%)
Value$27.0M (+$1.2M)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares1,379,428 from 1,149,628
Change+229,800 (+20%)
Value$21.8M (+$2.9M)
Filed 2026-10-19
Capital Investment Counsel, LLC
INCREASED
Shares1,351,959 from 1,335,960
Change+15,999 (+1%)
Value$21.3M (-$569.3K)
Filed 2026-10-14
GPM Growth Investors, Inc.
DECREASED
Shares989,948 from 991,889
Change-1,941 (0%)
Value$15.6M (-$640.6K)
Filed 2026-10-30
Kirr Marbach & Co LLC
INCREASED
Shares722,997 from 488,157
Change+234,840 (+48%)
Value$11.4M (+$3.4M)
Filed 2026-10-20
Cookson Peirce & Co Inc
INCREASED
Shares693,886 from 666,947
Change+26,939 (+4%)
Value$10.9M (+$14.7K)
Filed 2026-10-30
Central Valley Advisors, LLC
INCREASED
Shares688,233 from 663,366
Change+24,867 (+4%)
Value$10.9M (-$15.8K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares632,832 from 612,339
Change+20,493 (+3%)
Value$10.0M (-$53.4K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares624,333 from 456,905
Change+167,428 (+37%)
Value$9.8M (+$2.4M)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares595,792 from 549,142
Change+46,650 (+9%)
Value$9.4M (+$397.9K)
Filed 2026-11-03
Cornerstone Planning, LLC
INCREASED
Shares592,216 from 586,699
Change+5,517 (+1%)
Value$9.6M (-$2.4K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares544,448 from 477,244
Change+67,204 (+14%)
Value$8.6M (+$766.3K)
Filed 2026-11-03
Marietta Wealth Management, LLC
INCREASED
Shares488,127 from 476,339
Change+11,788 (+2%)
Value$7.7M (-$60.7K)
Filed 2026-10-22
Vaughan David Investments LLC
INCREASED
Shares456,929 from 374,288
Change+82,641 (+22%)
Value$7.2M (+$1.1M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares430,443 from 369,076
Change+61,367 (+17%)
Value$6.8M (+$740.8K)
Filed 2026-10-30
Red Spruce Capital, LLC
DECREASED
Shares422,131 from 422,257
Change-126 (0%)
Value$6.7M (-$261.7K)
Filed 2026-10-07
Decker Wealth Management LLC
DECREASED
Shares397,147 from 409,510
Change-12,363 (-3%)
Value$6.3M (-$446.8K)
Filed 2026-10-09
Waycross Investment Management Co
INCREASED
Shares379,169 from 372,853
Change+6,316 (+2%)
Value$6.0M (-$129.7K)
Filed 2026-10-14
Carroll Advisory Group, LLC
INCREASED
Shares352,723 from 249,394
Change+103,329 (+41%)
Value$5.6M (+$1.5M)
Filed 2026-10-16
BCS Wealth Management
INCREASED
Shares326,258 from 312,326
Change+13,932 (+4%)
Value$5.1M (+$27.6K)
Filed 2026-11-03
NorthAvenue LLC
INCREASED
Shares318,740 from 303,722
Change+15,018 (+5%)
Value$5.0M (+$50.0K)
Filed 2026-10-29
Carmel Capital Partners, LLC
DECREASED
Shares313,667 from 395,166
Change-81,499 (-21%)
Value$4.9M (-$1.5M)
Filed 2026-11-03
Straight Path Wealth Management
INCREASED
Shares298,604 from 263,721
Change+34,883 (+13%)
Value$4.7M (+$387.9K)
Filed 2026-10-23
Ledgewood Wealth Advisors, LLC
DECREASED
Shares253,449 from 254,286
Change-837 (0%)
Value$4.0M (-$169.6K)
Filed 2026-10-09
Carnegie Investment Counsel
INCREASED
Shares246,697 from 174,505
Change+72,192 (+41%)
Value$3.9M (+$1.0M)
Filed 2026-10-20
SFE Investment Counsel
INCREASED
Shares240,936 from 145,019
Change+95,917 (+66%)
Value$3.8M (+$1.4M)
Filed 2026-10-29
Advisory Solutions Group, LLC
NEW
Shares239,960
Change+239,960
Value$3.8M
Filed 2026-10-14
MGO One Seven LLC
NEW
Shares234,311
Change+234,311
Value$3.7M
Filed 2026-10-28
Horizons Wealth Management
NEW
Shares230,415
Change+230,415
Value$3.6M
Filed 2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares221,585 from 220,534
Change+1,051 (+0%)
Value$3.5M (-$119.1K)
Filed 2026-10-27
AA Financial Advisors, LLC
INCREASED
Shares221,230 from 215,472
Change+5,758 (+3%)
Value$3.5M (-$41.7K)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares214,043 from 347,477
Change-133,434 (-38%)
Value$3.4M (-$2.3M)
Filed 2026-10-23
Opulen Financial Group LLC
INCREASED
Shares208,254 from 193,037
Change+15,217 (+8%)
Value$3.3M (+$121.3K)
Filed 2026-10-22
Infinity Wealth Counsel, LLC
INCREASED
Shares205,286 from 202,533
Change+2,753 (+1%)
Value$3.2M (-$81.1K)
Filed 2026-10-15
Farnam Financial LLC
INCREASED
Shares198,917 from 194,069
Change+4,848 (+3%)
Value$3.2M (-$13.1K)
Filed 2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED
Shares182,340 from 180,949
Change+1,391 (+1%)
Value$2.9M (-$89.4K)
Filed 2026-10-13
Fourpath Capital Management, LLC
INCREASED
Shares181,825 from 157,448
Change+24,377 (+15%)
Value$2.9M (+$287.6K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares171,952 from 152,960
Change+18,992 (+12%)
Value$2.7M (+$206.0K)
Filed 2026-11-02
Oliver Luxxe Assets LLC
INCREASED
Shares150,500 from 92,889
Change+57,611 (+62%)
Value$2.4M (+$851.4K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares145,769 from 134,666
Change+11,103 (+8%)
Value$2.3M (+$92.3K)
Filed 2026-11-02
Butensky & Cohen Financial Security, Inc
INCREASED
Shares105,285 from 98,384
Change+6,901 (+7%)
Value$1.7M (+$48.3K)
Filed 2026-10-13
Independence Bank of Kentucky
INCREASED
Shares101,486 from 94,920
Change+6,566 (+7%)
Value$1.6M (+$45.2K)
Filed 2026-10-26
Sawgrass Asset Management LLC
DECREASED
Shares99,839 from 100,019
Change-180 (0%)
Value$1.6M (-$64.4K)
Filed 2026-11-03
G2 Capital Management, LLC / OH
INCREASED
Shares91,318 from 90,215
Change+1,103 (+1%)
Value$1.4M (-$38.1K)
Filed 2026-10-23
Golden Reserve Retirement LLC
DECREASED
Shares88,768 from 89,745
Change-977 (-1%)
Value$1.4M (-$70.6K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares85,158 from 83,666
Change+1,492 (+2%)
Value$1.3M (-$27.9K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares84,875 from 88,397
Change-3,522 (-4%)
Value$1.3M (-$97.4K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares84,561 from 55,212
Change+29,349 (+53%)
Value$1.3M (+$428.9K)
Filed 2026-11-03
Sigma Investment Counselors Inc
INCREASED
Shares78,890 from 17,427
Change+61,463 (+353%)
Value$1.2M (+$958.6K)
Filed 2026-10-27
Redmond Asset Management, LLC
INCREASED
Shares69,078 from 61,367
Change+7,711 (+13%)
Value$1.1M (+$83.9K)
Filed 2026-10-27
Continuum Wealth Advisors, LLC
UNCHANGED
Shares66,304 from 66,304
Change0 (0%)
Value$1.0M (-$40.8K)
Filed 2026-10-20
Prospera Financial Services Inc
NEW
Shares66,295
Change+66,295
Value$1.1M
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares65,374 from 91,409
Change-26,035 (-28%)
Value$1.0M (-$466.8K)
Filed 2026-10-30
VestGen Advisors, LLC
INCREASED
Shares59,682 from 57,118
Change+2,564 (+4%)
Value$941.2K (+$5.3K)
Filed 2026-10-27
Legacy Wealth Management, LLC / MS
DECREASED
Shares57,537 from 61,145
Change-3,608 (-6%)
Value$907.4K (-$94.5K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares55,124 from 40,503
Change+14,621 (+36%)
Value$869.3K (+$205.7K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares49,475 from 72,423
Change-22,948 (-32%)
Value$780.2K (-$406.4K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares49,020 from 47,485
Change+1,535 (+3%)
Value$777.0K (+$351)
Filed 2026-10-08
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares48,976 from 48,975
Change+1 (0%)
Value$772.3K (-$30.1K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares45,803 from 45,594
Change+209 (+0%)
Value$722.3K (-$24.7K)
Filed 2026-10-28
Whitener Capital Management, Inc.
INCREASED
Shares44,529 from 22,042
Change+22,487 (+102%)
Value$702.2K (+$341.1K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares42,077 from 37,325
Change+4,752 (+13%)
Value$663.6K (+$49.2K)
Filed 2026-10-13
Allen Capital Group, LLC
INCREASED
Shares41,451 from 41,278
Change+173 (+0%)
Value$653.7K (-$22.7K)
Filed 2026-10-27
Wealth Quarterback LLC
INCREASED
Shares41,243 from 34,452
Change+6,791 (+20%)
Value$650.4K (+$85.9K)
Filed 2026-10-20
Silverlake Wealth Management LLC
INCREASED
Shares35,151 from 20,634
Change+14,517 (+70%)
Value$554.3K (+$216.2K)
Filed 2026-10-21
Ironwood Financial, llc
INCREASED
Shares33,830 from 32,840
Change+990 (+3%)
Value$533.5K (-$972)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares32,504 from 19,767
Change+12,737 (+64%)
Value$512.6K (+$188.7K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED
Shares30,522 from 25,908
Change+4,614 (+18%)
Value$481.3K (+$56.8K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$457.3K (-$17.8K)
Filed 2026-10-30
Quartz Partners, LLC
UNCHANGED
Shares27,942 from 27,942
Change0 (0%)
Value$440.6K (-$17.2K)
Filed 2026-11-03
Redwood Financial Network Corp
INCREASED
Shares27,764 from 26,263
Change+1,501 (+6%)
Value$437.8K (+$7.5K)
Filed 2026-11-03
Jm2 Capital Inc.
INCREASED
Shares24,898 from 22,177
Change+2,721 (+12%)
Value$392.6K (+$29.3K)
Filed 2026-10-14
Livet Wealth, LLC
INCREASED
Shares21,532 from 13,238
Change+8,294 (+63%)
Value$339.6K (+$122.6K)
Filed 2026-10-27
ETF Store, Inc.
DECREASED
Shares21,351 from 21,421
Change-70 (0%)
Value$336.7K (-$14.3K)
Filed 2026-10-19
Segment Wealth Management, LLC
DECREASED
Shares21,140 from 21,850
Change-710 (-3%)
Value$333.4K (-$24.6K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares21,036 from 20,367
Change+669 (+3%)
Value$331.7K (-$2.0K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares20,641 from 25,831
Change-5,190 (-20%)
Value$325.5K (-$97.7K)
Filed 2026-10-15
Howard Wealth Management, LLC
UNCHANGED
Shares20,510 from 20,510
Change0 (0%)
Value$323.4K (-$12.6K)
Filed 2026-10-28
Krilogy Financial LLC
NEW
Shares19,906
Change+19,906
Value$315.8K
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares18,832 from 18,817
Change+15 (+0%)
Value$297.0K (-$11.3K)
Filed 2026-10-21
Milestones Private Investment Advisors LLC
DECREASED
Shares18,252 from 22,129
Change-3,877 (-18%)
Value$287.8K (-$74.8K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares18,235 from 18,015
Change+220 (+1%)
Value$287.6K (-$7.6K)
Filed 2026-10-26
Legacy Wealth Partners, LLC
INCREASED
Shares18,128 from 16,131
Change+1,997 (+12%)
Value$285.9K (+$21.6K)
Filed 2026-10-15
Yankcom Partnership
DECREASED
Shares17,733 from 20,733
Change-3,000 (-14%)
Value$279.7K (-$60.1K)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED
Shares17,634 from 17,634
Change0 (0%)
Value$278.1K (-$10.8K)
Filed 2026-10-21
Schear Investment Advisers, LLC
NEW
Shares17,341
Change+17,341
Value$273.5K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares17,341 from 19,698
Change-2,357 (-12%)
Value$273.5K (-$49.3K)
Filed 2026-10-14
Bill Few Associates, Inc.
UNCHANGED
Shares16,600 from 16,600
Change0 (0%)
Value$261.8K (-$10.2K)
Filed 2026-10-09
Somerset Trust Co
INCREASED
Shares15,850 from 11,454
Change+4,396 (+38%)
Value$250.0K (+$62.3K)
Filed 2026-10-13
Sensible Money, LLC
NEW
Shares15,607
Change+15,607
Value$246.1K
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares15,366 from 15,366
Change0 (0%)
Value$242.3K (-$9.5K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares15,038 from 14,856
Change+182 (+1%)
Value$237.1K (-$6.3K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares13,691 from 12,124
Change+1,567 (+13%)
Value$215.9K (+$17.3K)
Filed 2026-11-05
CRA Financial Services, LLC
UNCHANGED
Shares13,575 from 13,575
Change0 (0%)
Value$214.1K (-$8.3K)
Filed 2026-10-16
Accurate Wealth Management, LLC
DECREASED
Shares13,282 from 13,453
Change-171 (-1%)
Value$210.6K (-$9.2K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
NEW
Shares12,903
Change+12,903
Value$203.5K
Filed 2026-10-29
Yoder Wealth Management, Inc.
INCREASED
Shares12,600 from 10,700
Change+1,900 (+18%)
Value$198.7K (+$23.4K)
Filed 2026-10-13
Gill Capital Partners, LLC
UNCHANGED
Shares12,035 from 12,035
Change0 (0%)
Value$189.8K (-$7.4K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
NEW
Shares11,805
Change+11,805
Value$186.2K
Filed 2026-10-27
Insight Wealth Partners, LLC
NEW
Shares11,617
Change+11,617
Value$183.2K
Filed 2026-10-26
Berman McAleer LLC
UNCHANGED
Shares11,595 from 11,595
Change0 (0%)
Value$182.9K (-$7.1K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares11,412 from 11,219
Change+193 (+2%)
Value$180.0K (-$3.8K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares11,394 from 10,654
Change+740 (+7%)
Value$179.7K (+$5.1K)
Filed 2026-11-05
Mindset Wealth Management, LLC
UNCHANGED
Shares11,370 from 11,370
Change0 (0%)
Value$179.3K (-$7.0K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
NEW
Shares11,259
Change+11,259
Value$177.6K
Filed 2026-10-21
Sowell Financial Services LLC
NEW
Shares10,860
Change+10,860
Value$171.3K
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares10,599 from 10,599
Change0 (0%)
Value$167.1K (-$6.5K)
Filed 2026-11-02
Sentinel Pension Advisors, LLC
DECREASED
Shares10,570 from 10,889
Change-319 (-3%)
Value$166.7K (-$11.4K)
Filed 2026-11-02
RVW Wealth, LLC
UNCHANGED
Shares10,220 from 10,220
Change0 (0%)
Value$161.2K (-$6.3K)
Filed 2026-10-06
Montag A & Associates Inc
INCREASED
Shares9,254 from 6,254
Change+3,000 (+48%)
Value$145.9K (+$43.5K)
Filed 2026-10-29
US Bancorp \de\
UNCHANGED
Shares7,617 from 7,617
Change0 (0%)
Value$120.1K (-$4.7K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares6,240 from 6,412
Change-172 (-3%)
Value$98.4K (-$6.7K)
Filed 2026-10-16
Marquette Asset Management, LLC
UNCHANGED
Shares5,626 from 5,626
Change0 (0%)
Value$88.7K (-$3.5K)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$78.9K (-$3.1K)
Filed 2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares4,498 from 4,498
Change0 (0%)
Value$70.9K (-$2.8K)
Filed 2026-10-01
Private Trust Co NA
INCREASED
Shares4,368 from 1,321
Change+3,047 (+231%)
Value$68.9K (+$47.2K)
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares4,007 from 4,007
Change0 (0%)
Value$63.2K (-$2.5K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares3,907 from 3,907
Change0 (0%)
Value$61.6K (-$2.4K)
Filed 2026-11-03
Davis Capital Management
INCREASED
Shares3,609 from 3,404
Change+205 (+6%)
Value$56.9K (+$1.1K)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares2,016 from 2,016
Change0 (0%)
Value$31.8K (-$1.2K)
Filed 2026-10-05
City State Bank
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$21.2K (-$826)
Filed 2026-10-20
Financial Consulate, Inc
NEW
Shares1,177
Change+1,177
Value$18.6K
Filed 2026-10-23
RHL Group, LLC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$13.3K (-$193)
Filed 2026-11-04
Signature Equity Partners, LLC
NEW
Shares779
Change+779
Value$12.3K
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares104 from 102
Change+2 (+2%)
Value$1.6K (-$43)
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$978 (-$38)
Filed 2026-10-30
Atria Investments, Inc
CLOSED
Shares0 from 66,402
Change-66,402 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Apeiron RIA LLC
CLOSED
Shares0 from 31,526
Change-31,526 (-100%)
Value$0 (-$516.6K)
Filed 2026-10-08
World Equity Group, Inc.
CLOSED
Shares0 from 10,523
Change-10,523 (-100%)
Value$0 (-$172.4K)
Filed 2026-10-14
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 10,029
Change-10,029 (-100%)
Value$0 (-$164.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,631
Change-4,631 (-100%)
Value$0 (-$75.9K)
Filed 2026-11-02
AlphaCore Capital LLC
CLOSED
Shares0 from 2,003
Change-2,003 (-100%)
Value$0 (-$32.8K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,197
Change-1,197 (-100%)
Value$0 (-$19.6K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 444
Change-444 (-100%)
Value$0 (-$7.3K)
Filed 2026-11-04
Aptus Capital Advisors, LLC
N/A
Shares— from 10,832,928
Change-10,832,928 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,675,438
Change-7,675,438 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,287,858
Change-4,287,858 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,510,216
Change-3,510,216 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,071,589
Change-3,071,589 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,445,458
Change-2,445,458 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,184,082
Change-2,184,082 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,180,731
Change-2,180,731 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,820,580
Change-1,820,580 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,645,463
Change-1,645,463 (-100%)
Value—
&partners
N/A
Shares— from 1,568,920
Change-1,568,920 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,311,336
Change-1,311,336 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 1,303,900
Change-1,303,900 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,255,637
Change-1,255,637 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,054,065
Change-1,054,065 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,032,789
Change-1,032,789 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 974,092
Change-974,092 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 846,268
Change-846,268 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 750,708
Change-750,708 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 688,529
Change-688,529 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 653,039
Change-653,039 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 622,503
Change-622,503 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 602,856
Change-602,856 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 588,199
Change-588,199 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 549,842
Change-549,842 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 548,149
Change-548,149 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 512,472
Change-512,472 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 485,744
Change-485,744 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 464,246
Change-464,246 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 453,793
Change-453,793 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 325,887
Change-325,887 (-100%)
Value—
Stephens Inc
N/A
Shares— from 301,790
Change-301,790 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 283,092
Change-283,092 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 268,400
Change-268,400 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 221,568
Change-221,568 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 176,932
Change-176,932 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 175,107
Change-175,107 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 164,328
Change-164,328 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 155,151
Change-155,151 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 153,900
Change-153,900 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 153,564
Change-153,564 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 150,853
Change-150,853 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 138,447
Change-138,447 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 126,375
Change-126,375 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 120,387
Change-120,387 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 120,277
Change-120,277 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 114,515
Change-114,515 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 90,601
Change-90,601 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 84,791
Change-84,791 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 80,448
Change-80,448 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 78,680
Change-78,680 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 77,859
Change-77,859 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 77,649
Change-77,649 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 70,825
Change-70,825 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 69,877
Change-69,877 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 68,552
Change-68,552 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 62,568
Change-62,568 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 59,134
Change-59,134 (-100%)
Value—
FCA Corp
N/A
Shares— from 54,044
Change-54,044 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 51,096
Change-51,096 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 48,904
Change-48,904 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 45,249
Change-45,249 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 41,184
Change-41,184 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 39,850
Change-39,850 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 35,300
Change-35,300 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 34,399
Change-34,399 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,476
Change-33,476 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 31,488
Change-31,488 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 31,187
Change-31,187 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 31,016
Change-31,016 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 30,761
Change-30,761 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,376
Change-24,376 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,775
Change-18,775 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,484
Change-18,484 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 16,801
Change-16,801 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,283
Change-16,283 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 15,961
Change-15,961 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 14,079
Change-14,079 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,862
Change-12,862 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,623
Change-12,623 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 12,206
Change-12,206 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,792
Change-11,792 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,503
Change-11,503 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,907
Change-9,907 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 986
Change-986 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 884
Change-884 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 600
Change-600 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 588
Change-588 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Status
Avior Wealth Management, LLC
INCREASED2,596,3982,400,792+195,606+8%$39.3M$40.9M+$1.6M2026-10-13
Hengehold Capital Management LLC
INCREASED2,460,9072,395,263+65,644+3%$39.2M$38.8M-$437.9K2026-10-16
Moneco Advisors, LLC
INCREASED1,714,0801,578,888+135,192+9%$25.9M$27.0M+$1.2M2026-11-05
Clark Asset Management, LLC
INCREASED1,379,4281,149,628+229,800+20%$18.8M$21.8M+$2.9M2026-10-19
Capital Investment Counsel, LLC
INCREASED1,351,9591,335,960+15,999+1%$21.9M$21.3M-$569.3K2026-10-14
GPM Growth Investors, Inc.
DECREASED989,948991,889-1,9410%$16.3M$15.6M-$640.6K2026-10-30
Kirr Marbach & Co LLC
INCREASED722,997488,157+234,840+48%$8.0M$11.4M+$3.4M2026-10-20
Cookson Peirce & Co Inc
INCREASED693,886666,947+26,939+4%$10.9M$10.9M+$14.7K2026-10-30
Central Valley Advisors, LLC
INCREASED688,233663,366+24,867+4%$10.9M$10.9M-$15.8K2026-10-27
Lido Advisors, LLC
INCREASED632,832612,339+20,493+3%$10.0M$10.0M-$53.4K2026-11-04
Kestra Advisory Services, LLC
INCREASED624,333456,905+167,428+37%$7.5M$9.8M+$2.4M2026-11-02
Asset Dedication, LLC
INCREASED595,792549,142+46,650+9%$9.0M$9.4M+$397.9K2026-11-03
Cornerstone Planning, LLC
INCREASED592,216586,699+5,517+1%$9.6M$9.6M-$2.4K2026-10-27
HUB Investment Partners, LLC
INCREASED544,448477,244+67,204+14%$7.8M$8.6M+$766.3K2026-11-03
Marietta Wealth Management, LLC
INCREASED488,127476,339+11,788+2%$7.8M$7.7M-$60.7K2026-10-22
Vaughan David Investments LLC
INCREASED456,929374,288+82,641+22%$6.1M$7.2M+$1.1M2026-11-05
Truist Financial Corp
INCREASED430,443369,076+61,367+17%$6.0M$6.8M+$740.8K2026-10-30
Red Spruce Capital, LLC
DECREASED422,131422,257-1260%$6.9M$6.7M-$261.7K2026-10-07
Decker Wealth Management LLC
DECREASED397,147409,510-12,363-3%$6.7M$6.3M-$446.8K2026-10-09
Waycross Investment Management Co
INCREASED379,169372,853+6,316+2%$6.1M$6.0M-$129.7K2026-10-14
Carroll Advisory Group, LLC
INCREASED352,723249,394+103,329+41%$4.1M$5.6M+$1.5M2026-10-16
BCS Wealth Management
INCREASED326,258312,326+13,932+4%$5.1M$5.1M+$27.6K2026-11-03
NorthAvenue LLC
INCREASED318,740303,722+15,018+5%$5.0M$5.0M+$50.0K2026-10-29
Carmel Capital Partners, LLC
DECREASED313,667395,166-81,499-21%$6.5M$4.9M-$1.5M2026-11-03
Straight Path Wealth Management
INCREASED298,604263,721+34,883+13%$4.3M$4.7M+$387.9K2026-10-23
Ledgewood Wealth Advisors, LLC
DECREASED253,449254,286-8370%$4.2M$4.0M-$169.6K2026-10-09
Carnegie Investment Counsel
INCREASED246,697174,505+72,192+41%$2.9M$3.9M+$1.0M2026-10-20
SFE Investment Counsel
INCREASED240,936145,019+95,917+66%$2.4M$3.8M+$1.4M2026-10-29
Advisory Solutions Group, LLC
NEW239,960—+239,960——$3.8M—2026-10-14
MGO One Seven LLC
NEW234,311—+234,311——$3.7M—2026-10-28
Horizons Wealth Management
NEW230,415—+230,415——$3.6M—2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED221,585220,534+1,051+0%$3.6M$3.5M-$119.1K2026-10-27
AA Financial Advisors, LLC
INCREASED221,230215,472+5,758+3%$3.5M$3.5M-$41.7K2026-10-19
Apollon Wealth Management, LLC
DECREASED214,043347,477-133,434-38%$5.7M$3.4M-$2.3M2026-10-23
Opulen Financial Group LLC
INCREASED208,254193,037+15,217+8%$3.2M$3.3M+$121.3K2026-10-22
Infinity Wealth Counsel, LLC
INCREASED205,286202,533+2,753+1%$3.3M$3.2M-$81.1K2026-10-15
Farnam Financial LLC
INCREASED198,917194,069+4,848+3%$3.2M$3.2M-$13.1K2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED182,340180,949+1,391+1%$3.0M$2.9M-$89.4K2026-10-13
Fourpath Capital Management, LLC
INCREASED181,825157,448+24,377+15%$2.6M$2.9M+$287.6K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED171,952152,960+18,992+12%$2.5M$2.7M+$206.0K2026-11-02
Oliver Luxxe Assets LLC
INCREASED150,50092,889+57,611+62%$1.5M$2.4M+$851.4K2026-10-14
Commonwealth Equity Services, LLC
INCREASED145,769134,666+11,103+8%$2.2M$2.3M+$92.3K2026-11-02
Butensky & Cohen Financial Security, Inc
INCREASED105,28598,384+6,901+7%$1.6M$1.7M+$48.3K2026-10-13
Independence Bank of Kentucky
INCREASED101,48694,920+6,566+7%$1.6M$1.6M+$45.2K2026-10-26
Sawgrass Asset Management LLC
DECREASED99,839100,019-1800%$1.6M$1.6M-$64.4K2026-11-03
G2 Capital Management, LLC / OH
INCREASED91,31890,215+1,103+1%$1.5M$1.4M-$38.1K2026-10-23
Golden Reserve Retirement LLC
DECREASED88,76889,745-977-1%$1.5M$1.4M-$70.6K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED85,15883,666+1,492+2%$1.4M$1.3M-$27.9K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED84,87588,397-3,522-4%$1.4M$1.3M-$97.4K2026-10-13
Parallel Advisors, LLC
INCREASED84,56155,212+29,349+53%$904.7K$1.3M+$428.9K2026-11-03
Sigma Investment Counselors Inc
INCREASED78,89017,427+61,463+353%$285.5K$1.2M+$958.6K2026-10-27
Redmond Asset Management, LLC
INCREASED69,07861,367+7,711+13%$1.0M$1.1M+$83.9K2026-10-27
Continuum Wealth Advisors, LLC
UNCHANGED66,30466,30400%$1.1M$1.0M-$40.8K2026-10-20
Prospera Financial Services Inc
NEW66,295—+66,295——$1.1M—2026-11-04
Kestra Private Wealth Services, LLC
DECREASED65,37491,409-26,035-28%$1.5M$1.0M-$466.8K2026-10-30
VestGen Advisors, LLC
INCREASED59,68257,118+2,564+4%$935.9K$941.2K+$5.3K2026-10-27
Legacy Wealth Management, LLC / MS
DECREASED57,53761,145-3,608-6%$1.0M$907.4K-$94.5K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED55,12440,503+14,621+36%$663.6K$869.3K+$205.7K2026-10-16
Farther Finance Advisors, LLC
DECREASED49,47572,423-22,948-32%$1.2M$780.2K-$406.4K2026-10-08
Apella Capital, LLC
INCREASED49,02047,485+1,535+3%$776.6K$777.0K+$3512026-10-08
Kohmann Bosshard Financial Services, LLC
INCREASED48,97648,975+10%$802.5K$772.3K-$30.1K2026-11-04
Aprio Wealth Management, LLC
INCREASED45,80345,594+209+0%$747.1K$722.3K-$24.7K2026-10-28
Whitener Capital Management, Inc.
INCREASED44,52922,042+22,487+102%$361.2K$702.2K+$341.1K2026-10-15
SAX Wealth Advisors, LLC
INCREASED42,07737,325+4,752+13%$614.4K$663.6K+$49.2K2026-10-13
Allen Capital Group, LLC
INCREASED41,45141,278+173+0%$676.3K$653.7K-$22.7K2026-10-27
Wealth Quarterback LLC
INCREASED41,24334,452+6,791+20%$564.5K$650.4K+$85.9K2026-10-20
Silverlake Wealth Management LLC
INCREASED35,15120,634+14,517+70%$338.1K$554.3K+$216.2K2026-10-21
Ironwood Financial, llc
INCREASED33,83032,840+990+3%$534.5K$533.5K-$9722026-10-20
XY Planning Network, Inc.
INCREASED32,50419,767+12,737+64%$323.9K$512.6K+$188.7K2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED30,52225,908+4,614+18%$424.5K$481.3K+$56.8K2026-10-14
Capital Investment Advisory Services, LLC
UNCHANGED29,00029,00000%$475.2K$457.3K-$17.8K2026-10-30
Quartz Partners, LLC
UNCHANGED27,94227,94200%$457.8K$440.6K-$17.2K2026-11-03
Redwood Financial Network Corp
INCREASED27,76426,263+1,501+6%$430.3K$437.8K+$7.5K2026-11-03
Jm2 Capital Inc.
INCREASED24,89822,177+2,721+12%$363.4K$392.6K+$29.3K2026-10-14
Livet Wealth, LLC
INCREASED21,53213,238+8,294+63%$216.9K$339.6K+$122.6K2026-10-27
ETF Store, Inc.
DECREASED21,35121,421-700%$351.0K$336.7K-$14.3K2026-10-19
Segment Wealth Management, LLC
DECREASED21,14021,850-710-3%$358.0K$333.4K-$24.6K2026-10-26
Capital Investment Advisors, LLC
INCREASED21,03620,367+669+3%$333.7K$331.7K-$2.0K2026-10-22
Mission Wealth Management, LP
DECREASED20,64125,831-5,190-20%$423.2K$325.5K-$97.7K2026-10-15
Howard Wealth Management, LLC
UNCHANGED20,51020,51000%$336.1K$323.4K-$12.6K2026-10-28
Krilogy Financial LLC
NEW19,906—+19,906——$315.8K—2026-10-13
Axxcess Wealth Management, LLC
INCREASED18,83218,817+15+0%$308.3K$297.0K-$11.3K2026-10-21
Milestones Private Investment Advisors LLC
DECREASED18,25222,129-3,877-18%$362.6K$287.8K-$74.8K2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED18,23518,015+220+1%$295.2K$287.6K-$7.6K2026-10-26
Legacy Wealth Partners, LLC
INCREASED18,12816,131+1,997+12%$264.3K$285.9K+$21.6K2026-10-15
Yankcom Partnership
DECREASED17,73320,733-3,000-14%$339.7K$279.7K-$60.1K2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED17,63417,63400%$288.9K$278.1K-$10.8K2026-10-21
Schear Investment Advisers, LLC
NEW17,341—+17,341——$273.5K—2026-10-14
Tempo Wealth, LLC
DECREASED17,34119,698-2,357-12%$322.8K$273.5K-$49.3K2026-10-14
Bill Few Associates, Inc.
UNCHANGED16,60016,60000%$272.0K$261.8K-$10.2K2026-10-09
Somerset Trust Co
INCREASED15,85011,454+4,396+38%$187.7K$250.0K+$62.3K2026-10-13
Sensible Money, LLC
NEW15,607—+15,607——$246.1K—2026-10-20
Cherry Tree Wealth Management, LLC
UNCHANGED15,36615,36600%$251.8K$242.3K-$9.5K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED15,03814,856+182+1%$243.4K$237.1K-$6.3K2026-10-13
Nations Financial Group Inc,
INCREASED13,69112,124+1,567+13%$198.7K$215.9K+$17.3K2026-11-05
CRA Financial Services, LLC
UNCHANGED13,57513,57500%$222.4K$214.1K-$8.3K2026-10-16
Accurate Wealth Management, LLC
DECREASED13,28213,453-171-1%$219.8K$210.6K-$9.2K2026-10-20
Koshinski Asset Management, Inc.
NEW12,903—+12,903——$203.5K—2026-10-29
Yoder Wealth Management, Inc.
INCREASED12,60010,700+1,900+18%$175.3K$198.7K+$23.4K2026-10-13
Gill Capital Partners, LLC
UNCHANGED12,03512,03500%$197.2K$189.8K-$7.4K2026-10-13
Laurel Wealth Advisors LLC
NEW11,805—+11,805——$186.2K—2026-10-27
Insight Wealth Partners, LLC
NEW11,617—+11,617——$183.2K—2026-10-26
Berman McAleer LLC
UNCHANGED11,59511,59500%$190.0K$182.9K-$7.1K2026-10-16
Larson Financial Group LLC
INCREASED11,41211,219+193+2%$183.8K$180.0K-$3.8K2026-11-05
Fifth Third Bancorp
INCREASED11,39410,654+740+7%$174.6K$179.7K+$5.1K2026-11-05
Mindset Wealth Management, LLC
UNCHANGED11,37011,37000%$186.3K$179.3K-$7.0K2026-10-19
Wealthcare Advisory Partners LLC
NEW11,259—+11,259——$177.6K—2026-10-21
Sowell Financial Services LLC
NEW10,860—+10,860——$171.3K—2026-10-23
Key FInancial Inc
UNCHANGED10,59910,59900%$173.7K$167.1K-$6.5K2026-11-02
Sentinel Pension Advisors, LLC
DECREASED10,57010,889-319-3%$178.1K$166.7K-$11.4K2026-11-02
RVW Wealth, LLC
UNCHANGED10,22010,22000%$167.5K$161.2K-$6.3K2026-10-06
Montag A & Associates Inc
INCREASED9,2546,254+3,000+48%$102.5K$145.9K+$43.5K2026-10-29
US Bancorp \de\
UNCHANGED7,6177,61700%$124.8K$120.1K-$4.7K2026-11-05
IFP Advisors, Inc
DECREASED6,2406,412-172-3%$105.1K$98.4K-$6.7K2026-10-16
Marquette Asset Management, LLC
UNCHANGED5,6265,62600%$92.2K$88.7K-$3.5K2026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED5,0005,00000%$81.9K$78.9K-$3.1K2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED4,4984,49800%$73.7K$70.9K-$2.8K2026-10-01
Private Trust Co NA
INCREASED4,3681,321+3,047+231%$21.6K$68.9K+$47.2K2026-10-20
SJS Investment Consulting Inc.
UNCHANGED4,0074,00700%$65.7K$63.2K-$2.5K2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED3,9073,90700%$64.0K$61.6K-$2.4K2026-11-03
Davis Capital Management
INCREASED3,6093,404+205+6%$55.8K$56.9K+$1.1K2026-10-08
Eastern Bank
UNCHANGED2,0162,01600%$33.0K$31.8K-$1.2K2026-10-05
City State Bank
UNCHANGED1,3431,34300%$22.0K$21.2K-$8262026-10-20
Financial Consulate, Inc
NEW1,177—+1,177——$18.6K—2026-10-23
RHL Group, LLC
UNCHANGED84184100%$13.5K$13.3K-$1932026-11-04
Signature Equity Partners, LLC
NEW779—+779——$12.3K—2026-10-29
Golden State Wealth Management, LLC
INCREASED104102+2+2%$1.7K$1.6K-$432026-11-02
Caldwell Trust Co
UNCHANGED626200%$1.0K$978-$382026-10-30
Atria Investments, Inc
CLOSED066,402-66,402-100%$1.1M$0-$1.1M2026-10-15
Apeiron RIA LLC
CLOSED031,526-31,526-100%$516.6K$0-$516.6K2026-10-08
World Equity Group, Inc.
CLOSED010,523-10,523-100%$172.4K$0-$172.4K2026-10-14
Knights of Columbus Asset Advisors LLC
CLOSED010,029-10,029-100%$164.3K$0-$164.3K2026-11-05
International Assets Investment Management, LLC
CLOSED04,631-4,631-100%$75.9K$0-$75.9K2026-11-02
AlphaCore Capital LLC
CLOSED02,003-2,003-100%$32.8K$0-$32.8K2026-11-04
AdvisorNet Financial, Inc
CLOSED01,197-1,197-100%$19.6K$0-$19.6K2026-10-15
Allspring Global Investments Holdings, LLC
CLOSED0444-444-100%$7.3K$0-$7.3K2026-11-04
Aptus Capital Advisors, LLC
N/A—10,832,928-10,832,928-100%$177.5M———
Morgan Stanley
N/A—7,675,438-7,675,438-100%$125.8M———
Raymond James Financial Inc
N/A—4,287,858-4,287,858-100%$70.3M———
LPL Financial LLC
N/A—3,510,216-3,510,216-100%$57.5M———
Atlantic Union Bankshares Corp
N/A—3,071,589-3,071,589-100%$50.3M———
Invesco Ltd.
N/A—2,445,458-2,445,458-100%$40.1M———
Wells Fargo & Company
N/A—2,184,082-2,184,082-100%$35.8M———
Bank of America Corp
N/A—2,180,731-2,180,731-100%$35.7M———
UBS Group AG
N/A—1,820,580-1,820,580-100%$29.8M———
Royal Bank of Canada
N/A—1,645,463-1,645,463-100%$27.0M———
&partners
N/A—1,568,920-1,568,920-100%$25.7M———
Stifel Financial Corp
N/A—1,311,336-1,311,336-100%$21.5M———
Headland Capital, LLC
N/A—1,303,900-1,303,900-100%$21.4M———
Waverly Advisors, LLC
N/A—1,255,637-1,255,637-100%$20.6M———
Baird Financial Group, Inc.
N/A—1,054,065-1,054,065-100%$17.3M———
Janney Montgomery Scott LLC
N/A—1,032,789-1,032,789-100%$16.9M———
MAI Capital Management
N/A—974,092-974,092-100%$16.0M———
Legacy Financial Group LLC
N/A—846,268-846,268-100%$13.9M———
Envestnet Asset Management Inc
N/A—750,708-750,708-100%$12.3M———
Jones Financial Companies Lllp
N/A—688,529-688,529-100%$11.3M———
Davis R M Inc
N/A—653,039-653,039-100%$10.7M———
AMJ Financial Wealth Management
N/A—622,503-622,503-100%$10.2M———
Hills Bank & Trust Co
N/A—602,856-602,856-100%$9.9M———
Goepper Burkhardt LLC
N/A—588,199-588,199-100%$9.6M———
Modern Wealth Management, LLC
N/A—549,842-549,842-100%$9.0M———
Osaic Holdings, Inc.
N/A—548,149-548,149-100%$9.0M———
Ameriprise Financial Inc
N/A—512,472-512,472-100%$8.4M———
Jane Street Group, LLC
N/A—485,744-485,744-100%$8.0M———
MML Investors Services, LLC
N/A—464,246-464,246-100%$7.6M———
Sanctuary Advisors, LLC
N/A—453,793-453,793-100%$7.4M———
Cetera Investment Advisers
N/A—325,887-325,887-100%$5.3M———
Stephens Inc
N/A—301,790-301,790-100%$4.9M———
Colonial Trust Advisors
N/A—283,092-283,092-100%$4.6M———
Morton Community Bank
N/A—268,400-268,400-100%$4.4M———
Novare Capital Management LLC
N/A—221,568-221,568-100%$3.6M———
Savvy Advisors, Inc.
N/A—176,932-176,932-100%$2.9M———
Addison Advisors LLC
N/A—175,107-175,107-100%$2.9M———
Captrust Financial Advisors
N/A—164,328-164,328-100%$2.7M———
Heritage Trust Co
N/A—155,151-155,151-100%$2.5M———
Equitable Holdings, Inc.
N/A—153,900-153,900-100%$2.5M———
Webster Bank, N. A.
N/A—153,564-153,564-100%$2.5M———
LeClair Wealth Partners LLC
N/A—150,853-150,853-100%$2.5M———
Huntington National Bank
N/A—138,447-138,447-100%$2.3M———
Colonial Trust Co / SC
N/A—126,375-126,375-100%$2.1M———
NewEdge Advisors, LLC
N/A—120,387-120,387-100%$2.0M———
Ellevest, Inc.
N/A—120,277-120,277-100%$2.0M———
ProVise Management Group, LLC
N/A—114,515-114,515-100%$1.9M———
Everpar Advisors LLC
N/A—90,601-90,601-100%$1.5M———
ArborFi Advisors, LLC
N/A—84,791-84,791-100%$1.4M———
River Wealth Advisors LLC
N/A—80,448-80,448-100%$1.3M———
Kinetic Wealth Investment Advisors LLC
N/A—78,680-78,680-100%$1.3M———
Clearstead Advisors, LLC
N/A—77,859-77,859-100%$1.3M———
Ark Wealth Advisors LLC
N/A—77,649-77,649-100%$1.3M———
Avise Financial Cooperative, Inc.
N/A—70,825-70,825-100%$1.2M———
Northwestern Mutual Wealth Management Co
N/A—69,877-69,877-100%$1.1M———
Citadel Advisors LLC
N/A—68,552-68,552-100%$1.1M———
Cvfg LLC
N/A—62,568-62,568-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—59,134-59,134-100%$968.9K———
FCA Corp
N/A—54,044-54,044-100%$885.5K———
Principal Securities, Inc.
N/A—51,096-51,096-100%$837.2K———
Integrated Wealth Concepts LLC
N/A—48,904-48,904-100%$801.3K———
IMA Advisory Services, Inc.
N/A—45,249-45,249-100%$741.4K———
Hanover Advisors Inc
N/A—41,184-41,184-100%$674.8K———
Geneos Wealth Management Inc.
N/A—39,850-39,850-100%$653.1K———
Stratos Wealth Partners, Ltd.
N/A—35,300-35,300-100%$578.4K———
Hobbs Group Advisors, LLC
N/A—34,399-34,399-100%$563.6K———
Harbour Investments, Inc.
N/A—33,476-33,476-100%$548.5K———
First Command Advisory Services, Inc.
N/A—31,488-31,488-100%$515.9K———
Axis Wealth Partners, LLC
N/A—31,187-31,187-100%$511.0K———
Focus Partners Advisor Solutions, LLC
N/A—31,016-31,016-100%$508.2K———
Capital Analysts, LLC
N/A—30,761-30,761-100%$504.0K———
United Capital Financial Advisors, LLC
N/A—24,376-24,376-100%$399.3K———
Private Advisor Group, LLC
N/A—18,775-18,775-100%$307.6K———
Rothschild Wealth LLC
N/A—18,484-18,484-100%$302.9K———
Roundview Capital LLC
N/A—16,801-16,801-100%$275.3K———
HighTower Advisors, LLC
N/A—16,283-16,283-100%$266.8K———
Gladstone Institutional Advisory LLC
N/A—15,961-15,961-100%$261.5K———
RPg Family Wealth Advisory, LLC
N/A—15,000-15,000-100%$245.8K———
Vestmark Advisory Solutions, Inc.
N/A—14,079-14,079-100%$230.7K———
Mercer Global Advisors Inc
N/A—12,862-12,862-100%$210.7K———
Benjamin Edwards Inc
N/A—12,623-12,623-100%$206.8K———
Compton Financial Group, LLC
N/A—12,206-12,206-100%$200.0K———
Darden Wealth Group Inc
N/A—12,000-12,000-100%$196.6K———
Sequoia Financial Advisors, LLC
N/A—11,792-11,792-100%$193.2K———
Kingsview Wealth Management, LLC
N/A—11,638-11,638-100%$190.7K———
Mariner, LLC
N/A—11,503-11,503-100%$188.5K———
Rockefeller Capital Management L.P.
N/A—9,907-9,907-100%$162.3K———
PNC Financial Services Group, Inc.
N/A—7,255-7,255-100%$118.9K———
EP Wealth Advisors, LLC
N/A—6,233-6,233-100%$102.1K———
Steward Partners Investment Advisory, LLC
N/A—3,346-3,346-100%$54.8K———
O'shaughnessy Asset Management, LLC
N/A—2,555-2,555-100%$41.9K———
FMR LLC
N/A—1,989-1,989-100%$32.6K———
Allworth Financial LP
N/A—1,800-1,800-100%$29.5K———
IFG Advisory, LLC
N/A—1,667-1,667-100%$27.3K———
Global Retirement Partners, LLC
N/A—1,462-1,462-100%$24.0K———
Smithfield Trust Co
N/A—1,309-1,309-100%$22———
JPMorgan Chase & Co
N/A—986-986-100%$16.2K———
Vanguard Advisers Inc
N/A—884-884-100%$14.5K———
BankPlus Trust Department
N/A—600-600-100%$9.8K———
Keating Financial Advisory Services, Inc.
N/A—588-588-100%$9.6K———
Topsail Wealth Management, LLC
N/A—500-500-100%$8.2K———
BFC Planning, Inc.
N/A—323-323-100%$5.3K———
Showing 238 of 238 institutions