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Invesco Bulletshares 2030 MB (BSMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
NEW
Shares365,111
Change+365,111
Value$7.6M
Filed 2026-10-30
Kathmere Capital Management, LLC
INCREASED
Shares302,587 from 275,686
Change+26,901 (+10%)
Value$6.3M (+$279.7K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
INCREASED
Shares239,517 from 199,682
Change+39,835 (+20%)
Value$5.0M (+$627.8K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares194,800 from 201,800
Change-7,000 (-3%)
Value$4.1M (-$353.0K)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares173,535 from 166,980
Change+6,555 (+4%)
Value$3.6M (-$34.1K)
Filed 2026-11-05
Central Valley Advisors, LLC
DECREASED
Shares172,602 from 173,734
Change-1,132 (-1%)
Value$3.6M (-$201.6K)
Filed 2026-10-27
Clark Asset Management, LLC
INCREASED
Shares163,199 from 112,774
Change+50,425 (+45%)
Value$3.4M (+$938.1K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares145,270 from 136,072
Change+9,198 (+7%)
Value$3.0M (+$52.8K)
Filed 2026-11-02
Confluence Investment Management LLC
DECREASED
Shares111,842 from 114,674
Change-2,832 (-2%)
Value$2.3M (-$176.6K)
Filed 2026-10-01
Parkway Wealth Management Group, LLC
DECREASED
Shares107,596 from 116,372
Change-8,776 (-8%)
Value$2.2M (-$302.6K)
Filed 2026-10-20
Insight Wealth Partners, LLC
DECREASED
Shares102,392 from 103,724
Change-1,332 (-1%)
Value$2.1M (-$134.1K)
Filed 2026-10-26
Key FInancial Inc
INCREASED
Shares85,705 from 81,108
Change+4,597 (+6%)
Value$1.8M (+$13.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares74,422 from 73,780
Change+642 (+1%)
Value$1.6M (-$62.2K)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares74,250 from 64,841
Change+9,409 (+15%)
Value$1.6M (+$130.2K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares73,832 from 76,274
Change-2,442 (-3%)
Value$1.5M (-$129.2K)
Filed 2026-10-27
Legacy Private Trust Co.
DECREASED
Shares59,554 from 182,183
Change-122,629 (-67%)
Value$1.2M (-$2.7M)
Filed 2026-10-06
Signaturefd, LLC
UNCHANGED
Shares50,295 from 50,295
Change0 (0%)
Value$1.1M (-$51.5K)
Filed 2026-10-23
HUB Investment Partners, LLC
INCREASED
Shares46,902 from 18,658
Change+28,244 (+151%)
Value$980.0K (+$571.0K)
Filed 2026-11-03
Willis Johnson Wealth, Inc.
INCREASED
Shares45,684 from 45,347
Change+337 (+1%)
Value$954.5K (-$39.4K)
Filed 2026-11-03
Fourpath Capital Management, LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$835.8K (-$41.0K)
Filed 2026-10-19
Paulson Wealth Management Inc.
INCREASED
Shares39,306 from 34,285
Change+5,021 (+15%)
Value$821.3K (+$69.8K)
Filed 2026-11-02
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares39,012 from 39,012
Change0 (0%)
Value$815.1K (-$38.9K)
Filed 2026-10-01
AlphaStar Capital Management, LLC
INCREASED
Shares36,280 from 35,513
Change+767 (+2%)
Value$758.0K (-$20.4K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares32,535 from 50,984
Change-18,449 (-36%)
Value$679.8K (-$437.7K)
Filed 2026-10-15
Silverlake Wealth Management LLC
NEW
Shares30,709
Change+30,709
Value$641.6K
Filed 2026-10-21
SAX Wealth Advisors, LLC
UNCHANGED
Shares29,962 from 29,962
Change0 (0%)
Value$626.0K (-$27.5K)
Filed 2026-10-13
Howard Wealth Management, LLC
INCREASED
Shares28,620 from 28,390
Change+230 (+1%)
Value$598.0K (-$24.3K)
Filed 2026-10-28
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares27,988 from 27,988
Change0 (0%)
Value$584.8K (-$28.7K)
Filed 2026-10-22
Meridian Wealth Management, LLC
UNCHANGED
Shares27,412 from 27,412
Change0 (0%)
Value$572.7K (-$28.1K)
Filed 2026-11-05
Tlwm
INCREASED
Shares26,625 from 23,845
Change+2,780 (+12%)
Value$556.3K (+$33.7K)
Filed 2026-10-09
Horizons Wealth Management
NEW
Shares26,000
Change+26,000
Value$543.2K
Filed 2026-10-05
Wingate Wealth Advisors, Inc.
INCREASED
Shares25,061 from 16,716
Change+8,345 (+50%)
Value$523.6K (+$157.2K)
Filed 2026-10-26
Virtue Asset Management LLC
INCREASED
Shares18,140 from 9,278
Change+8,862 (+96%)
Value$379.0K (+$175.7K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares17,605 from 14,923
Change+2,682 (+18%)
Value$372.1K (+$45.5K)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares14,232 from 14,232
Change0 (0%)
Value$297.4K (-$14.6K)
Filed 2026-11-04
Hengehold Capital Management LLC
NEW
Shares14,176
Change+14,176
Value$296.2K
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares13,969 from 15,004
Change-1,035 (-7%)
Value$291.9K (-$37.0K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
DECREASED
Shares13,317 from 13,550
Change-233 (-2%)
Value$278.3K (-$18.7K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares13,288 from 13,288
Change0 (0%)
Value$278.0K (-$13.0K)
Filed 2026-11-02
Sound Stewardship, LLC
NEW
Shares13,252
Change+13,252
Value$276.9K
Filed 2026-10-14
Nestegg Advisors, Inc.
INCREASED
Shares11,967 from 11,874
Change+93 (+1%)
Value$250.0K (-$10.2K)
Filed 2026-10-21
Financial Solutions Advisory Group, Inc.
NEW
Shares11,866
Change+11,866
Value$251.1K
Filed 2026-10-28
AA Financial Advisors, LLC
NEW
Shares11,766
Change+11,766
Value$245.8K
Filed 2026-10-19
Cookson Peirce & Co Inc
INCREASED
Shares11,437 from 10,139
Change+1,298 (+13%)
Value$239.0K (+$16.7K)
Filed 2026-10-30
Wespac Advisors, LLC
UNCHANGED
Shares11,420 from 11,420
Change0 (0%)
Value$238.6K (-$11.7K)
Filed 2026-10-26
Nations Financial Group Inc,
INCREASED
Shares11,101 from 9,951
Change+1,150 (+12%)
Value$231.9K (+$13.8K)
Filed 2026-11-05
Prospera Financial Services Inc
UNCHANGED
Shares10,416 from 10,416
Change0 (0%)
Value$223.3K (-$5.0K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares10,083 from 10,047
Change+36 (+0%)
Value$210.7K (-$9.5K)
Filed 2026-11-05
Opulen Financial Group LLC
INCREASED
Shares9,986 from 9,926
Change+60 (+1%)
Value$208.6K (-$8.9K)
Filed 2026-10-22
Yankcom Partnership
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$165.1K (-$8.1K)
Filed 2026-10-15
NorthAvenue LLC
UNCHANGED
Shares6,785 from 6,785
Change0 (0%)
Value$141.8K (-$7.0K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares6,400
Change+6,400
Value$133.7K
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares5,420 from 5,420
Change0 (0%)
Value$113.2K (-$5.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares3,385 from 6,211
Change-2,826 (-45%)
Value$70.7K (-$65.4K)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$34.7K (-$1.7K)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares1,557 from 1,557
Change0 (0%)
Value$32.5K (-$1.6K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$29.3K (-$1.4K)
Filed 2026-10-13
Trust Co
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$6.4K (-$314)
Filed 2026-10-09
Marietta Wealth Management, LLC
CLOSED
Shares0 from 32,644
Change-32,644 (-100%)
Value$0 (-$715.5K)
Filed 2026-10-22
Wedmont Private Capital
CLOSED
Shares0 from 32,350
Change-32,350 (-100%)
Value$0 (-$708.0K)
Filed 2026-10-09
Wedbush Securities Inc
CLOSED
Shares0 from 16,055
Change-16,055 (-100%)
Value$0 (-$352.0K)
Filed 2026-10-22
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 9,381
Change-9,381 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-21
Midland Wealth Advisors, LLC
CLOSED
Shares0 from 9,194
Change-9,194 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-26
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 7,550
Change-7,550 (-100%)
Value$0 (-$165.5K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,311
Change-2,311 (-100%)
Value$0 (-$50.7K)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 513,455
Change-513,455 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 465,215
Change-465,215 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 405,165
Change-405,165 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 327,565
Change-327,565 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 319,294
Change-319,294 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 315,158
Change-315,158 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 287,765
Change-287,765 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 275,525
Change-275,525 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 251,404
Change-251,404 (-100%)
Value—
UBS Group AG
N/A
Shares— from 248,848
Change-248,848 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 240,737
Change-240,737 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 217,003
Change-217,003 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 145,748
Change-145,748 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 112,964
Change-112,964 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 103,076
Change-103,076 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 90,042
Change-90,042 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 82,807
Change-82,807 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 72,695
Change-72,695 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 70,222
Change-70,222 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 62,608
Change-62,608 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 61,618
Change-61,618 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 57,868
Change-57,868 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 53,773
Change-53,773 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 44,929
Change-44,929 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 43,813
Change-43,813 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 36,918
Change-36,918 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 31,126
Change-31,126 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 28,245
Change-28,245 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,172
Change-28,172 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,640
Change-27,640 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 23,357
Change-23,357 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 22,943
Change-22,943 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 18,947
Change-18,947 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,774
Change-16,774 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 16,034
Change-16,034 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 15,176
Change-15,176 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 13,366
Change-13,366 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,532
Change-11,532 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,520
Change-11,520 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,367
Change-11,367 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 10,021
Change-10,021 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Status
Truist Financial Corp
NEW365,111—+365,111——$7.6M—2026-10-30
Kathmere Capital Management, LLC
INCREASED302,587275,686+26,901+10%$6.0M$6.3M+$279.7K2026-10-20
Precedent Wealth Partners, LLC
INCREASED239,517199,682+39,835+20%$4.4M$5.0M+$627.8K2026-10-21
Lido Advisors, LLC
DECREASED194,800201,800-7,000-3%$4.4M$4.1M-$353.0K2026-11-04
Moneco Advisors, LLC
INCREASED173,535166,980+6,555+4%$3.7M$3.6M-$34.1K2026-11-05
Central Valley Advisors, LLC
DECREASED172,602173,734-1,132-1%$3.8M$3.6M-$201.6K2026-10-27
Clark Asset Management, LLC
INCREASED163,199112,774+50,425+45%$2.5M$3.4M+$938.1K2026-10-19
Kestra Advisory Services, LLC
INCREASED145,270136,072+9,198+7%$3.0M$3.0M+$52.8K2026-11-02
Confluence Investment Management LLC
DECREASED111,842114,674-2,832-2%$2.5M$2.3M-$176.6K2026-10-01
Parkway Wealth Management Group, LLC
DECREASED107,596116,372-8,776-8%$2.6M$2.2M-$302.6K2026-10-20
Insight Wealth Partners, LLC
DECREASED102,392103,724-1,332-1%$2.3M$2.1M-$134.1K2026-10-26
Key FInancial Inc
INCREASED85,70581,108+4,597+6%$1.8M$1.8M+$13.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED74,42273,780+642+1%$1.6M$1.6M-$62.2K2026-11-02
Asset Dedication, LLC
INCREASED74,25064,841+9,409+15%$1.4M$1.6M+$130.2K2026-11-03
VestGen Advisors, LLC
DECREASED73,83276,274-2,442-3%$1.7M$1.5M-$129.2K2026-10-27
Legacy Private Trust Co.
DECREASED59,554182,183-122,629-67%$4.0M$1.2M-$2.7M2026-10-06
Signaturefd, LLC
UNCHANGED50,29550,29500%$1.1M$1.1M-$51.5K2026-10-23
HUB Investment Partners, LLC
INCREASED46,90218,658+28,244+151%$409.0K$980.0K+$571.0K2026-11-03
Willis Johnson Wealth, Inc.
INCREASED45,68445,347+337+1%$993.9K$954.5K-$39.4K2026-11-03
Fourpath Capital Management, LLC
UNCHANGED40,00040,00000%$876.7K$835.8K-$41.0K2026-10-19
Paulson Wealth Management Inc.
INCREASED39,30634,285+5,021+15%$751.5K$821.3K+$69.8K2026-11-02
Sarver Vrooman Wealth Advisors
UNCHANGED39,01239,01200%$854.0K$815.1K-$38.9K2026-10-01
AlphaStar Capital Management, LLC
INCREASED36,28035,513+767+2%$778.4K$758.0K-$20.4K2026-10-16
Mission Wealth Management, LP
DECREASED32,53550,984-18,449-36%$1.1M$679.8K-$437.7K2026-10-15
Silverlake Wealth Management LLC
NEW30,709—+30,709——$641.6K—2026-10-21
SAX Wealth Advisors, LLC
UNCHANGED29,96229,96200%$653.6K$626.0K-$27.5K2026-10-13
Howard Wealth Management, LLC
INCREASED28,62028,390+230+1%$622.3K$598.0K-$24.3K2026-10-28
Garrett Wealth Advisory Group, LLC
UNCHANGED27,98827,98800%$613.5K$584.8K-$28.7K2026-10-22
Meridian Wealth Management, LLC
UNCHANGED27,41227,41200%$600.8K$572.7K-$28.1K2026-11-05
Tlwm
INCREASED26,62523,845+2,780+12%$522.6K$556.3K+$33.7K2026-10-09
Horizons Wealth Management
NEW26,000—+26,000——$543.2K—2026-10-05
Wingate Wealth Advisors, Inc.
INCREASED25,06116,716+8,345+50%$366.4K$523.6K+$157.2K2026-10-26
Virtue Asset Management LLC
INCREASED18,1409,278+8,862+96%$203.4K$379.0K+$175.7K2026-10-21
Accurate Wealth Management, LLC
INCREASED17,60514,923+2,682+18%$326.6K$372.1K+$45.5K2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED14,23214,23200%$311.9K$297.4K-$14.6K2026-11-04
Hengehold Capital Management LLC
NEW14,176—+14,176——$296.2K—2026-10-16
Kestra Private Wealth Services, LLC
DECREASED13,96915,004-1,035-7%$328.9K$291.9K-$37.0K2026-10-30
Wealthcare Advisory Partners LLC
DECREASED13,31713,550-233-2%$297.0K$278.3K-$18.7K2026-10-21
Cambridge Investment Research Advisors, Inc.
UNCHANGED13,28813,28800%$291.0K$278.0K-$13.0K2026-11-02
Sound Stewardship, LLC
NEW13,252—+13,252——$276.9K—2026-10-14
Nestegg Advisors, Inc.
INCREASED11,96711,874+93+1%$260.3K$250.0K-$10.2K2026-10-21
Financial Solutions Advisory Group, Inc.
NEW11,866—+11,866——$251.1K—2026-10-28
AA Financial Advisors, LLC
NEW11,766—+11,766——$245.8K—2026-10-19
Cookson Peirce & Co Inc
INCREASED11,43710,139+1,298+13%$222.2K$239.0K+$16.7K2026-10-30
Wespac Advisors, LLC
UNCHANGED11,42011,42000%$250.3K$238.6K-$11.7K2026-10-26
Nations Financial Group Inc,
INCREASED11,1019,951+1,150+12%$218.1K$231.9K+$13.8K2026-11-05
Prospera Financial Services Inc
UNCHANGED10,41610,41600%$228.3K$223.3K-$5.0K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED10,08310,047+36+0%$220.2K$210.7K-$9.5K2026-11-05
Opulen Financial Group LLC
INCREASED9,9869,926+60+1%$217.6K$208.6K-$8.9K2026-10-22
Yankcom Partnership
UNCHANGED7,9007,90000%$173.2K$165.1K-$8.1K2026-10-15
NorthAvenue LLC
UNCHANGED6,7856,78500%$148.7K$141.8K-$7.0K2026-10-29
Ascentis Independent Advisors
NEW6,400—+6,400——$133.7K—2026-11-03
Larson Financial Group LLC
UNCHANGED5,4205,42000%$118.8K$113.2K-$5.6K2026-11-05
Farther Finance Advisors, LLC
DECREASED3,3856,211-2,826-45%$136.1K$70.7K-$65.4K2026-10-08
Private Trust Co NA
UNCHANGED1,6601,66000%$36.4K$34.7K-$1.7K2026-10-20
IFP Advisors, Inc
UNCHANGED1,5571,55700%$34.1K$32.5K-$1.6K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED1,4001,40000%$30.7K$29.3K-$1.4K2026-10-13
Trust Co
UNCHANGED30730700%$6.7K$6.4K-$3142026-10-09
Marietta Wealth Management, LLC
CLOSED032,644-32,644-100%$715.5K$0-$715.5K2026-10-22
Wedmont Private Capital
CLOSED032,350-32,350-100%$708.0K$0-$708.0K2026-10-09
Wedbush Securities Inc
CLOSED016,055-16,055-100%$352.0K$0-$352.0K2026-10-22
Gradient Capital Advisors, LLC
CLOSED09,381-9,381-100%$205.6K$0-$205.6K2026-10-21
Midland Wealth Advisors, LLC
CLOSED09,194-9,194-100%$201.5K$0-$201.5K2026-10-26
Knights of Columbus Asset Advisors LLC
CLOSED07,550-7,550-100%$165.5K$0-$165.5K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED02,311-2,311-100%$50.7K$0-$50.7K2026-11-04
Wells Fargo & Company
N/A—513,455-513,455-100%$11.3M———
LPL Financial LLC
N/A—465,215-465,215-100%$10.2M———
Hills Bank & Trust Co
N/A—405,165-405,165-100%$8.9M———
Morgan Stanley
N/A—327,565-327,565-100%$7.2M———
Stratos Wealth Advisors, LLC
N/A—319,294-319,294-100%$7.0M———
Invesco Ltd.
N/A—315,158-315,158-100%$6.9M———
Bank of America Corp
N/A—287,765-287,765-100%$6.3M———
HighTower Advisors, LLC
N/A—275,525-275,525-100%$6.0M———
Atlantic Union Bankshares Corp
N/A—251,404-251,404-100%$5.5M———
UBS Group AG
N/A—248,848-248,848-100%$5.5M———
Raymond James Financial Inc
N/A—240,737-240,737-100%$5.3M———
NewEdge Advisors, LLC
N/A—217,003-217,003-100%$4.8M———
Jones Financial Companies Lllp
N/A—145,748-145,748-100%$3.2M———
Envestnet Asset Management Inc
N/A—112,964-112,964-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—103,076-103,076-100%$2.3M———
Osaic Holdings, Inc.
N/A—90,042-90,042-100%$2.0M———
Envision Financial Planning, LLC
N/A—82,807-82,807-100%$1.8M———
AE Wealth Management LLC
N/A—72,695-72,695-100%$1.6M———
MML Investors Services, LLC
N/A—70,222-70,222-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—62,608-62,608-100%$1.4M———
Farmers National Bank
N/A—61,618-61,618-100%$1.4M———
Huntington National Bank
N/A—57,868-57,868-100%$1.3M———
Kinetic Wealth Investment Advisors LLC
N/A—53,773-53,773-100%$1.2M———
Jacobi Capital Management LLC
N/A—44,929-44,929-100%$984.8K———
Captrust Financial Advisors
N/A—43,813-43,813-100%$960.3K———
Stifel Financial Corp
N/A—36,918-36,918-100%$809.2K———
IMA Advisory Services, Inc.
N/A—31,126-31,126-100%$682.2K———
Sequoia Financial Advisors, LLC
N/A—28,245-28,245-100%$619.1K———
Royal Bank of Canada
N/A—28,172-28,172-100%$617.0K———
Harbour Investments, Inc.
N/A—27,640-27,640-100%$605.8K———
Heritage Trust Co
N/A—23,357-23,357-100%$512.0K———
Sanctuary Advisors, LLC
N/A—23,200-23,200-100%$508.5K———
Elequin Capital, LP
N/A—22,943-22,943-100%$502.9K———
IFG Advisory, LLC
N/A—18,947-18,947-100%$415.3K———
Cetera Investment Advisers
N/A—16,774-16,774-100%$367.7K———
Hobbs Group Advisors, LLC
N/A—16,034-16,034-100%$351.4K———
Baird Financial Group, Inc.
N/A—15,176-15,176-100%$332.6K———
Jane Street Group, LLC
N/A—14,162-14,162-100%$310.4K———
Cvfg LLC
N/A—13,366-13,366-100%$293.0K———
Beacon Pointe Advisors, LLC
N/A—11,532-11,532-100%$252.8K———
Old Mission Capital LLC
N/A—11,520-11,520-100%$252.5K———
Capital Analysts, LLC
N/A—11,367-11,367-100%$249.0K———
World Investment Advisors
N/A—10,943-10,943-100%$238.7K———
Vestmark Advisory Solutions, Inc.
N/A—10,943-10,943-100%$239.9K———
Addison Advisors LLC
N/A—10,021-10,021-100%$219.6K———
Anchor Investment Management, LLC
N/A—10,000-10,000-100%$219.2K———
Crews Bank & Trust
N/A—9,110-9,110-100%$199.7K———
Atlas Capital Advisors Inc.
N/A—7,000-7,000-100%$153.4K———
Aptus Capital Advisors, LLC
N/A—5,218-5,218-100%$114.4K———
Colonial Trust Advisors
N/A—3,800-3,800-100%$83.3K———
First Command Advisory Services, Inc.
N/A—1,940-1,940-100%$42.5K———
PNC Financial Services Group, Inc.
N/A—1,072-1,072-100%$23.5K———
Showing 117 of 117 institutions