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Invesco Bulletshares 2028 HY (BSJS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mirador Capital Partners LP
INCREASED
Shares1,386,430 from 560,921
Change+825,509 (+147%)
Value$29.7M (+$17.5M)
Filed 2026-10-09
HUB Investment Partners, LLC
INCREASED
Shares566,951 from 514,180
Change+52,771 (+10%)
Value$12.1M (+$960.9K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares555,225 from 543,796
Change+11,429 (+2%)
Value$11.9M (+$65.8K)
Filed 2026-11-03
Parkway Wealth Management Group, LLC
INCREASED
Shares474,399 from 467,842
Change+6,557 (+1%)
Value$10.2M (-$13.6K)
Filed 2026-10-20
SFE Investment Counsel
INCREASED
Shares391,812 from 390,757
Change+1,055 (+0%)
Value$8.4M (-$106.0K)
Filed 2026-10-29
Banta Asset Management LP
DECREASED
Shares331,320 from 333,370
Change-2,050 (-1%)
Value$7.1M (-$153.6K)
Filed 2026-11-02
Verity Asset Management, Inc.
INCREASED
Shares322,388 from 313,387
Change+9,001 (+3%)
Value$6.9M (+$89.7K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares291,124 from 304,273
Change-13,149 (-4%)
Value$6.2M (-$381.7K)
Filed 2026-11-02
Collective Family Office LLC
NEW
Shares275,957
Change+275,957
Value$5.9M
Filed 2026-10-05
GPM Growth Investors, Inc.
DECREASED
Shares239,008 from 239,447
Change-439 (0%)
Value$5.1M (-$88.2K)
Filed 2026-10-30
Howard Wealth Management, LLC
INCREASED
Shares220,212 from 208,429
Change+11,783 (+6%)
Value$4.7M (+$183.8K)
Filed 2026-10-28
Intrua Financial, LLC
INCREASED
Shares211,300 from 184,340
Change+26,960 (+15%)
Value$4.5M (+$516.7K)
Filed 2026-10-28
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares171,182 from 157,603
Change+13,579 (+9%)
Value$3.7M (+$238.9K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares146,167 from 152,568
Change-6,401 (-4%)
Value$3.1M (-$173.0K)
Filed 2026-11-04
Sidoxia Capital Management, LLC
INCREASED
Shares142,439 from 48,255
Change+94,184 (+195%)
Value$3.1M (+$2.0M)
Filed 2026-10-28
Accurate Wealth Management, LLC
INCREASED
Shares122,923 from 57,497
Change+65,426 (+114%)
Value$2.6M (+$1.4M)
Filed 2026-10-20
Altium Investment Strategies LLC
INCREASED
Shares122,348 from 54,672
Change+67,676 (+124%)
Value$2.6M (+$1.4M)
Filed 2026-10-20
Turning Point Benefit Group, Inc.
INCREASED
Shares112,072 from 108,839
Change+3,233 (+3%)
Value$2.4M (+$36.2K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED
Shares110,753 from 85,992
Change+24,761 (+29%)
Value$2.4M (+$502.0K)
Filed 2026-10-26
S.E.E.D. Planning Group LLC
INCREASED
Shares93,699 from 93,606
Change+93 (+0%)
Value$2.0M (-$28.8K)
Filed 2026-10-07
Ironwood Financial, llc
DECREASED
Shares88,045 from 103,581
Change-15,536 (-15%)
Value$1.9M (-$368.1K)
Filed 2026-10-20
Independent Wealth Advisors LLC
INCREASED
Shares74,143 from 71,279
Change+2,864 (+4%)
Value$1.6M (+$37.9K)
Filed 2026-10-27
Blue Capital, Inc.
NEW
Shares70,578
Change+70,578
Value$1.5M
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares69,750 from 73,978
Change-4,228 (-6%)
Value$1.5M (-$115.0K)
Filed 2026-11-02
Sound Stewardship, LLC
INCREASED
Shares68,679 from 65,395
Change+3,284 (+5%)
Value$1.5M (+$48.8K)
Filed 2026-10-14
Compound Planning, Inc.
DECREASED
Shares59,215 from 74,175
Change-14,960 (-20%)
Value$1.3M (-$344.8K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares59,178 from 85,549
Change-26,371 (-31%)
Value$1.3M (-$592.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares55,233 from 52,874
Change+2,359 (+4%)
Value$1.2M (+$33.1K)
Filed 2026-11-02
Segment Wealth Management, LLC
DECREASED
Shares53,200 from 53,585
Change-385 (-1%)
Value$1.1M (-$25.9K)
Filed 2026-10-26
Wagner Wealth Management, Corp
INCREASED
Shares47,265 from 41,693
Change+5,572 (+13%)
Value$1.0M (+$105.6K)
Filed 2026-10-20
AA Financial Advisors, LLC
INCREASED
Shares40,509 from 37,762
Change+2,747 (+7%)
Value$867.5K (+$46.4K)
Filed 2026-10-19
Altrius Capital Management Inc
DECREASED
Shares39,429 from 40,607
Change-1,178 (-3%)
Value$844.4K (-$38.6K)
Filed 2026-11-05
Farnam Financial LLC
INCREASED
Shares36,827 from 34,724
Change+2,103 (+6%)
Value$792.5K (+$37.4K)
Filed 2026-10-21
Quad-Cities Investment Group, LLC
INCREASED
Shares33,749 from 33,321
Change+428 (+1%)
Value$722.8K (-$1.8K)
Filed 2026-10-16
Horizons Wealth Management
NEW
Shares32,558
Change+32,558
Value$697.3K
Filed 2026-10-05
Valtinson Bruner Financial Planning LLC
INCREASED
Shares30,873 from 23,363
Change+7,510 (+32%)
Value$661.2K (+$153.1K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares30,742 from 36,026
Change-5,284 (-15%)
Value$658.4K (-$125.0K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares30,368 from 27,842
Change+2,526 (+9%)
Value$650.4K (+$44.9K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
DECREASED
Shares30,334 from 69,200
Change-38,866 (-56%)
Value$649.6K (-$855.1K)
Filed 2026-10-26
Key FInancial Inc
DECREASED
Shares30,301 from 31,456
Change-1,155 (-4%)
Value$648.9K (-$35.1K)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares29,144 from 29,094
Change+50 (+0%)
Value$624.1K (-$8.5K)
Filed 2026-10-27
Larson Financial Group LLC
DECREASED
Shares26,378 from 34,527
Change-8,149 (-24%)
Value$564.9K (-$185.9K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares25,371 from 18,171
Change+7,200 (+40%)
Value$543.3K (+$148.2K)
Filed 2026-10-28
Ballew Advisors, Inc
UNCHANGED
Shares25,316 from 25,316
Change0 (0%)
Value$543.3K (-$8.2K)
Filed 2026-10-05
AlphaStar Capital Management, LLC
INCREASED
Shares24,221 from 22,235
Change+1,986 (+9%)
Value$518.7K (+$35.2K)
Filed 2026-10-16
Kraft, Davis & Associates, LLC
DECREASED
Shares23,865 from 24,069
Change-204 (-1%)
Value$511.2K (-$12.6K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares23,171 from 23,174
Change-3 (0%)
Value$496.2K (-$7.7K)
Filed 2026-10-27
Tassel Capital Management, Inc.
INCREASED
Shares20,857 from 18,862
Change+1,995 (+11%)
Value$446.7K (+$36.5K)
Filed 2026-10-20
4Thought Financial Group Inc.
INCREASED
Shares20,769 from 20,662
Change+107 (+1%)
Value$444.8K (-$4.5K)
Filed 2026-11-02
Net Worth Advisory Group
INCREASED
Shares20,704 from 19,351
Change+1,353 (+7%)
Value$444.0K (+$23.2K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
DECREASED
Shares20,376 from 22,260
Change-1,884 (-8%)
Value$436.4K (-$47.7K)
Filed 2026-10-13
Ledgewood Wealth Advisors, LLC
INCREASED
Shares18,935 from 18,842
Change+93 (+0%)
Value$405.5K (-$4.2K)
Filed 2026-10-09
BXM Wealth LLC
INCREASED
Shares17,811 from 15,137
Change+2,674 (+18%)
Value$381.4K (+$52.3K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares16,992 from 17,087
Change-95 (-1%)
Value$363.9K (-$7.7K)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares16,450 from 21,695
Change-5,245 (-24%)
Value$352.3K (-$119.5K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares16,378 from 16,247
Change+131 (+1%)
Value$350.7K (-$2.5K)
Filed 2026-11-05
Wealth Quarterback LLC
INCREASED
Shares15,371 from 13,150
Change+2,221 (+17%)
Value$329.2K (+$43.3K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares14,775 from 14,775
Change0 (0%)
Value$318.0K (-$4.3K)
Filed 2026-10-13
NewCorp Financial Services, Inc.
INCREASED
Shares10,931 from 10,429
Change+502 (+5%)
Value$234.1K (+$7.3K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares10,318 from 10,318
Change0 (0%)
Value$224.4K ($0)
Filed 2026-10-06
Asset Dedication, LLC
UNCHANGED
Shares10,318 from 10,318
Change0 (0%)
Value$221.0K (-$3.4K)
Filed 2026-11-03
Denver PWM, LLC
INCREASED
Shares9,543 from 9,450
Change+93 (+1%)
Value$204.4K (-$1.9K)
Filed 2026-10-22
Wolff Wiese Magana LLC
INCREASED
Shares6,078 from 2,893
Change+3,185 (+110%)
Value$130.2K (+$67.3K)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares4,748
Change+4,748
Value$101.7K
Filed 2026-10-27
TD Waterhouse Canada Inc.
NEW
Shares3,800
Change+3,800
Value$81.3K
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares2,646 from 16,690
Change-14,044 (-84%)
Value$56.7K (-$306.2K)
Filed 2026-10-08
Gamma Investing LLC
INCREASED
Shares1,458 from 1,232
Change+226 (+18%)
Value$31.2K (+$4.4K)
Filed 2026-10-08
CX Institutional
INCREASED
Shares1,391 from 1,371
Change+20 (+1%)
Value$30 ($0)
Filed 2026-10-02
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares1,328 from 1,328
Change0 (0%)
Value$28.4K (-$477)
Filed 2026-10-01
Horizon Financial Services, LLC
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$28.1K (-$432)
Filed 2026-11-04
Tradewinds Capital Management, LLC
INCREASED
Shares1,309 from 1,288
Change+21 (+2%)
Value$28.0K (+$32)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares750 from 1,167
Change-417 (-36%)
Value$16.1K (-$9.3K)
Filed 2026-10-20
RHL Group, LLC
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$13.7K (-$373)
Filed 2026-11-04
Fifth Third Bancorp
NEW
Shares552
Change+552
Value$11.8K
Filed 2026-11-05
Financial Consulate, Inc
NEW
Shares323
Change+323
Value$6.9K
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares135 from 2,880
Change-2,745 (-95%)
Value$2.9K (-$59.7K)
Filed 2026-10-16
Community Financial Services Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$2.7K (-$39)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
NEW
Shares108
Change+108
Value$2.3K
Filed 2026-10-30
Axim Planning & Wealth
CLOSED
Shares0 from 31,220
Change-31,220 (-100%)
Value$0 (-$678.9K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 11,649
Change-11,649 (-100%)
Value$0 (-$253.3K)
Filed 2026-10-13
Moneco Advisors, LLC
CLOSED
Shares0 from 9,202
Change-9,202 (-100%)
Value$0 (-$200.1K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,778
Change-5,778 (-100%)
Value$0 (-$125.6K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,815
Change-1,815 (-100%)
Value$0 (-$39.5K)
Filed 2026-11-02
LPL Financial LLC
N/A
Shares— from 2,582,802
Change-2,582,802 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,483,280
Change-1,483,280 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,250,796
Change-1,250,796 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,239,662
Change-1,239,662 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 873,931
Change-873,931 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 726,891
Change-726,891 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 629,699
Change-629,699 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 550,103
Change-550,103 (-100%)
Value—
UBS Group AG
N/A
Shares— from 454,105
Change-454,105 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 327,100
Change-327,100 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 304,230
Change-304,230 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 235,729
Change-235,729 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 235,148
Change-235,148 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 230,713
Change-230,713 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 214,541
Change-214,541 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 205,059
Change-205,059 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 200,397
Change-200,397 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 182,767
Change-182,767 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 178,219
Change-178,219 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 135,898
Change-135,898 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 121,236
Change-121,236 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 111,946
Change-111,946 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 109,848
Change-109,848 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 103,215
Change-103,215 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 93,835
Change-93,835 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 74,831
Change-74,831 (-100%)
Value—
FCA Corp
N/A
Shares— from 69,274
Change-69,274 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 68,975
Change-68,975 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 57,031
Change-57,031 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 56,400
Change-56,400 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 56,202
Change-56,202 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 51,344
Change-51,344 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 48,992
Change-48,992 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 46,330
Change-46,330 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 42,362
Change-42,362 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 42,098
Change-42,098 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 40,243
Change-40,243 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 39,549
Change-39,549 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 38,377
Change-38,377 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 36,618
Change-36,618 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 34,112
Change-34,112 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 33,897
Change-33,897 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 28,892
Change-28,892 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 28,851
Change-28,851 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 24,737
Change-24,737 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 22,602
Change-22,602 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 22,091
Change-22,091 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 15,343
Change-15,343 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,707
Change-14,707 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 14,457
Change-14,457 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,561
Change-13,561 (-100%)
Value—
&partners
N/A
Shares— from 12,403
Change-12,403 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 300
Change-300 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Mirador Capital Partners LP
INCREASED1,386,430560,921+825,509+147%$12.2M$29.7M+$17.5M2026-10-09
HUB Investment Partners, LLC
INCREASED566,951514,180+52,771+10%$11.2M$12.1M+$960.9K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED555,225543,796+11,429+2%$11.8M$11.9M+$65.8K2026-11-03
Parkway Wealth Management Group, LLC
INCREASED474,399467,842+6,557+1%$10.2M$10.2M-$13.6K2026-10-20
SFE Investment Counsel
INCREASED391,812390,757+1,055+0%$8.5M$8.4M-$106.0K2026-10-29
Banta Asset Management LP
DECREASED331,320333,370-2,050-1%$7.2M$7.1M-$153.6K2026-11-02
Verity Asset Management, Inc.
INCREASED322,388313,387+9,001+3%$6.8M$6.9M+$89.7K2026-10-30
Commonwealth Equity Services, LLC
DECREASED291,124304,273-13,149-4%$6.6M$6.2M-$381.7K2026-11-02
Collective Family Office LLC
NEW275,957—+275,957——$5.9M—2026-10-05
GPM Growth Investors, Inc.
DECREASED239,008239,447-4390%$5.2M$5.1M-$88.2K2026-10-30
Howard Wealth Management, LLC
INCREASED220,212208,429+11,783+6%$4.5M$4.7M+$183.8K2026-10-28
Intrua Financial, LLC
INCREASED211,300184,340+26,960+15%$4.0M$4.5M+$516.7K2026-10-28
Pacific Wealth Strategies Group, Inc.
INCREASED171,182157,603+13,579+9%$3.4M$3.7M+$238.9K2026-11-02
Prospera Financial Services Inc
DECREASED146,167152,568-6,401-4%$3.3M$3.1M-$173.0K2026-11-04
Sidoxia Capital Management, LLC
INCREASED142,43948,255+94,184+195%$1.0M$3.1M+$2.0M2026-10-28
Accurate Wealth Management, LLC
INCREASED122,92357,497+65,426+114%$1.3M$2.6M+$1.4M2026-10-20
Altium Investment Strategies LLC
INCREASED122,34854,672+67,676+124%$1.2M$2.6M+$1.4M2026-10-20
Turning Point Benefit Group, Inc.
INCREASED112,072108,839+3,233+3%$2.4M$2.4M+$36.2K2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED110,75385,992+24,761+29%$1.9M$2.4M+$502.0K2026-10-26
S.E.E.D. Planning Group LLC
INCREASED93,69993,606+93+0%$2.0M$2.0M-$28.8K2026-10-07
Ironwood Financial, llc
DECREASED88,045103,581-15,536-15%$2.3M$1.9M-$368.1K2026-10-20
Independent Wealth Advisors LLC
INCREASED74,14371,279+2,864+4%$1.5M$1.6M+$37.9K2026-10-27
Blue Capital, Inc.
NEW70,578—+70,578——$1.5M—2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED69,75073,978-4,228-6%$1.6M$1.5M-$115.0K2026-11-02
Sound Stewardship, LLC
INCREASED68,67965,395+3,284+5%$1.4M$1.5M+$48.8K2026-10-14
Compound Planning, Inc.
DECREASED59,21574,175-14,960-20%$1.6M$1.3M-$344.8K2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED59,17885,549-26,371-31%$1.9M$1.3M-$592.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED55,23352,874+2,359+4%$1.1M$1.2M+$33.1K2026-11-02
Segment Wealth Management, LLC
DECREASED53,20053,585-385-1%$1.2M$1.1M-$25.9K2026-10-26
Wagner Wealth Management, Corp
INCREASED47,26541,693+5,572+13%$906.6K$1.0M+$105.6K2026-10-20
AA Financial Advisors, LLC
INCREASED40,50937,762+2,747+7%$821.1K$867.5K+$46.4K2026-10-19
Altrius Capital Management Inc
DECREASED39,42940,607-1,178-3%$883.0K$844.4K-$38.6K2026-11-05
Farnam Financial LLC
INCREASED36,82734,724+2,103+6%$755.1K$792.5K+$37.4K2026-10-21
Quad-Cities Investment Group, LLC
INCREASED33,74933,321+428+1%$724.6K$722.8K-$1.8K2026-10-16
Horizons Wealth Management
NEW32,558—+32,558——$697.3K—2026-10-05
Valtinson Bruner Financial Planning LLC
INCREASED30,87323,363+7,510+32%$508.0K$661.2K+$153.1K2026-11-02
Brookstone Capital Management
DECREASED30,74236,026-5,284-15%$783.4K$658.4K-$125.0K2026-10-22
Independent Financial Group, LLC
INCREASED30,36827,842+2,526+9%$605.4K$650.4K+$44.9K2026-10-13
Ashton Thomas Securities, LLC
DECREASED30,33469,200-38,866-56%$1.5M$649.6K-$855.1K2026-10-26
Key FInancial Inc
DECREASED30,30131,456-1,155-4%$684.0K$648.9K-$35.1K2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED29,14429,094+50+0%$632.6K$624.1K-$8.5K2026-10-27
Larson Financial Group LLC
DECREASED26,37834,527-8,149-24%$750.8K$564.9K-$185.9K2026-11-05
MGO One Seven LLC
INCREASED25,37118,171+7,200+40%$395.1K$543.3K+$148.2K2026-10-28
Ballew Advisors, Inc
UNCHANGED25,31625,31600%$551.5K$543.3K-$8.2K2026-10-05
AlphaStar Capital Management, LLC
INCREASED24,22122,235+1,986+9%$483.5K$518.7K+$35.2K2026-10-16
Kraft, Davis & Associates, LLC
DECREASED23,86524,069-204-1%$523.8K$511.2K-$12.6K2026-10-21
VestGen Advisors, LLC
DECREASED23,17123,174-30%$503.9K$496.2K-$7.7K2026-10-27
Tassel Capital Management, Inc.
INCREASED20,85718,862+1,995+11%$410.2K$446.7K+$36.5K2026-10-20
4Thought Financial Group Inc.
INCREASED20,76920,662+107+1%$449.3K$444.8K-$4.5K2026-11-02
Net Worth Advisory Group
INCREASED20,70419,351+1,353+7%$420.8K$444.0K+$23.2K2026-10-20
Meriwether Wealth & Planning, LLC
DECREASED20,37622,260-1,884-8%$484.0K$436.4K-$47.7K2026-10-13
Ledgewood Wealth Advisors, LLC
INCREASED18,93518,842+93+0%$409.7K$405.5K-$4.2K2026-10-09
BXM Wealth LLC
INCREASED17,81115,137+2,674+18%$329.2K$381.4K+$52.3K2026-11-03
Oppenheimer & Co Inc
DECREASED16,99217,087-95-1%$371.6K$363.9K-$7.7K2026-10-26
Carnegie Investment Counsel
DECREASED16,45021,695-5,245-24%$471.8K$352.3K-$119.5K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED16,37816,247+131+1%$353.3K$350.7K-$2.5K2026-11-05
Wealth Quarterback LLC
INCREASED15,37113,150+2,221+17%$285.9K$329.2K+$43.3K2026-10-20
Wealth Enhancement Advisory Services, LLC
UNCHANGED14,77514,77500%$322.2K$318.0K-$4.3K2026-10-13
NewCorp Financial Services, Inc.
INCREASED10,93110,429+502+5%$226.8K$234.1K+$7.3K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED10,31810,31800%$224.4K$224.4K$02026-10-06
Asset Dedication, LLC
UNCHANGED10,31810,31800%$224.4K$221.0K-$3.4K2026-11-03
Denver PWM, LLC
INCREASED9,5439,450+93+1%$206.2K$204.4K-$1.9K2026-10-22
Wolff Wiese Magana LLC
INCREASED6,0782,893+3,185+110%$62.9K$130.2K+$67.3K2026-10-15
Latitude Advisors, LLC
NEW4,748—+4,748——$101.7K—2026-10-27
TD Waterhouse Canada Inc.
NEW3,800—+3,800——$81.3K—2026-10-16
Farther Finance Advisors, LLC
DECREASED2,64616,690-14,044-84%$362.9K$56.7K-$306.2K2026-10-08
Gamma Investing LLC
INCREASED1,4581,232+226+18%$26.8K$31.2K+$4.4K2026-10-08
CX Institutional
INCREASED1,3911,371+20+1%$30$30$02026-10-02
Sarver Vrooman Wealth Advisors
UNCHANGED1,3281,32800%$28.9K$28.4K-$4772026-10-01
Horizon Financial Services, LLC
UNCHANGED1,3111,31100%$28.5K$28.1K-$4322026-11-04
Tradewinds Capital Management, LLC
INCREASED1,3091,288+21+2%$28.0K$28.0K+$322026-10-23
Private Trust Co NA
DECREASED7501,167-417-36%$25.4K$16.1K-$9.3K2026-10-20
RHL Group, LLC
UNCHANGED63963900%$14.1K$13.7K-$3732026-11-04
Fifth Third Bancorp
NEW552—+552——$11.8K—2026-11-05
Financial Consulate, Inc
NEW323—+323——$6.9K—2026-10-23
IFP Advisors, Inc
DECREASED1352,880-2,745-95%$62.6K$2.9K-$59.7K2026-10-16
Community Financial Services Group, LLC
UNCHANGED12512500%$2.7K$2.7K-$392026-10-15
Capital Investment Advisory Services, LLC
NEW108—+108——$2.3K—2026-10-30
Axim Planning & Wealth
CLOSED031,220-31,220-100%$678.9K$0-$678.9K2026-10-28
Dynamic Advisor Solutions LLC
CLOSED011,649-11,649-100%$253.3K$0-$253.3K2026-10-13
Moneco Advisors, LLC
CLOSED09,202-9,202-100%$200.1K$0-$200.1K2026-11-05
AdvisorNet Financial, Inc
CLOSED05,778-5,778-100%$125.6K$0-$125.6K2026-10-15
International Assets Investment Management, LLC
CLOSED01,815-1,815-100%$39.5K$0-$39.5K2026-11-02
LPL Financial LLC
N/A—2,582,802-2,582,802-100%$56.2M———
Raymond James Financial Inc
N/A—1,483,280-1,483,280-100%$32.3M———
Morgan Stanley
N/A—1,250,796-1,250,796-100%$27.2M———
Wells Fargo & Company
N/A—1,239,662-1,239,662-100%$27.0M———
Cetera Investment Advisers
N/A—873,931-873,931-100%$19.0M———
Osaic Holdings, Inc.
N/A—726,891-726,891-100%$15.8M———
Mercer Global Advisors Inc
N/A—629,699-629,699-100%$13.7M———
Captrust Financial Advisors
N/A—550,103-550,103-100%$12.0M———
UBS Group AG
N/A—454,105-454,105-100%$9.9M———
Advisory Alpha, LLC
N/A—327,100-327,100-100%$7.1M———
Ameriprise Financial Inc
N/A—304,230-304,230-100%$6.6M———
Envestnet Asset Management Inc
N/A—235,729-235,729-100%$5.1M———
Jones Financial Companies Lllp
N/A—235,148-235,148-100%$5.1M———
MML Investors Services, LLC
N/A—230,713-230,713-100%$5.0M———
Jane Street Group, LLC
N/A—214,541-214,541-100%$4.7M———
Bank of America Corp
N/A—205,059-205,059-100%$4.5M———
Royal Bank of Canada
N/A—200,397-200,397-100%$4.4M———
Kinetic Wealth Investment Advisors LLC
N/A—182,767-182,767-100%$4.0M———
Tower Research Capital LLC (TRC)
N/A—178,219-178,219-100%$3.9M———
Oder Investment Management, LLC
N/A—135,898-135,898-100%$3.0M———
Equitable Holdings, Inc.
N/A—121,236-121,236-100%$2.6M———
Lbmc Investment Advisors, LLC
N/A—111,946-111,946-100%$2.4M———
Strait & Sound Wealth Management LLC
N/A—109,848-109,848-100%$2.4M———
Stifel Financial Corp
N/A—103,215-103,215-100%$2.2M———
Invesco Ltd.
N/A—93,835-93,835-100%$2.0M———
NewEdge Advisors, LLC
N/A—74,831-74,831-100%$1.6M———
FCA Corp
N/A—69,274-69,274-100%$1.5M———
Ark Wealth Advisors LLC
N/A—68,975-68,975-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—57,031-57,031-100%$1.2M———
Shufro Rose & Co LLC
N/A—56,400-56,400-100%$1.2M———
Harbour Investments, Inc.
N/A—56,202-56,202-100%$1.2M———
Private Advisor Group, LLC
N/A—51,344-51,344-100%$1.1M———
Citadel Advisors LLC
N/A—48,992-48,992-100%$1.1M———
Legacy Financial Group LLC
N/A—46,330-46,330-100%$1.0M———
Vantage Point Financial LLC
N/A—42,362-42,362-100%$921.2K———
Steward Partners Investment Advisory, LLC
N/A—42,098-42,098-100%$915.4K———
Old Mission Capital LLC
N/A—40,243-40,243-100%$875.1K———
Integrated Wealth Concepts LLC
N/A—39,549-39,549-100%$860.0K———
Brown Advisory Inc
N/A—38,377-38,377-100%$834.5K———
Clearstead Advisors, LLC
N/A—36,618-36,618-100%$796.3K———
Kovack Advisors, Inc.
N/A—34,112-34,112-100%$742.1K———
Astoria Portfolio Advisors Llc.
N/A—33,897-33,897-100%$737.1K———
Wealthspire Retirement, LLC
N/A—28,892-28,892-100%$628.3K———
Private Advisory Group LLC
N/A—28,851-28,851-100%$627.4K———
Vermillion & White Wealth Management Group, LLC
N/A—24,737-24,737-100%$537.9K———
Topsail Wealth Management, LLC
N/A—22,602-22,602-100%$491.5K———
Koss-Olinger Consulting, LLC
N/A—22,091-22,091-100%$480.4K———
Alaska Wealth Advisors, LLC
N/A—15,343-15,343-100%$333.6K———
Beacon Pointe Advisors, LLC
N/A—14,707-14,707-100%$319.8K———
IFG Advisory, LLC
N/A—14,457-14,457-100%$314.4K———
Capital Analysts, LLC
N/A—13,698-13,698-100%$298.0K———
Geneos Wealth Management Inc.
N/A—13,561-13,561-100%$295.0K———
&partners
N/A—12,403-12,403-100%$269.7K———
Anchor Investment Management, LLC
N/A—10,025-10,025-100%$218.0K———
Savvy Advisors, Inc.
N/A—9,720-9,720-100%$211.4K———
Janney Montgomery Scott LLC
N/A—9,357-9,357-100%$203.0K———
Keating Financial Advisory Services, Inc.
N/A—7,761-7,761-100%$168.8K———
Alaska Permanent Capital Management, LLC
N/A—7,373-7,373-100%$160.4K———
Nalls Sherbakoff Group, LLC
N/A—2,458-2,458-100%$53.4K———
Northwestern Mutual Wealth Management Co
N/A—2,046-2,046-100%$44.5K———
Imprint Wealth LLC
N/A—1,429-1,429-100%$31.1K———
Aptus Capital Advisors, LLC
N/A—427-427-100%$9.3K———
Allworth Financial LP
N/A—300-300-100%$6.5K———
IMA Advisory Services, Inc.
N/A—30-30-100%$667———
Showing 147 of 147 institutions