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Invesco Bulletshares 2029 MB (BSMT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kathmere Capital Management, LLC
INCREASED
Shares363,028 from 274,921
Change+88,107 (+32%)
Value$8.1M (+$1.8M)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares218,375 from 193,355
Change+25,020 (+13%)
Value$4.9M (+$408.8K)
Filed 2026-10-13
Precedent Wealth Partners, LLC
INCREASED
Shares205,299 from 178,979
Change+26,320 (+15%)
Value$4.6M (+$448.8K)
Filed 2026-10-21
Central Valley Advisors, LLC
DECREASED
Shares167,120 from 169,747
Change-2,627 (-2%)
Value$3.7M (-$188.6K)
Filed 2026-10-27
Moneco Advisors, LLC
DECREASED
Shares154,276 from 158,107
Change-3,831 (-2%)
Value$3.4M (-$206.5K)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares114,995 from 96,171
Change+18,824 (+20%)
Value$2.6M (+$345.3K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares113,145 from 112,989
Change+156 (+0%)
Value$2.5M (-$83.2K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares102,000 from 106,400
Change-4,400 (-4%)
Value$2.3M (-$179.5K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares98,967 from 87,624
Change+11,343 (+13%)
Value$2.2M (+$185.3K)
Filed 2026-11-02
Confluence Investment Management LLC
DECREASED
Shares93,965 from 96,425
Change-2,460 (-3%)
Value$2.1M (-$128.7K)
Filed 2026-10-01
Advisory Solutions Group, LLC
NEW
Shares92,109
Change+92,109
Value$2.1M
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares89,623 from 71,381
Change+18,242 (+26%)
Value$2.0M (+$351.4K)
Filed 2026-11-03
Key FInancial Inc
INCREASED
Shares84,042 from 79,698
Change+4,344 (+5%)
Value$1.9M (+$35.6K)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares77,860 from 77,860
Change0 (0%)
Value$1.7M (-$59.7K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares77,739 from 79,868
Change-2,129 (-3%)
Value$1.7M (-$108.6K)
Filed 2026-10-27
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares72,527 from 72,527
Change0 (0%)
Value$1.6M (-$36.6K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares72,437 from 20,579
Change+51,858 (+252%)
Value$1.6M (+$1.1M)
Filed 2026-11-03
Legacy Private Trust Co.
DECREASED
Shares64,920 from 132,580
Change-67,660 (-51%)
Value$1.4M (-$1.6M)
Filed 2026-10-06
Paulson Wealth Management Inc.
INCREASED
Shares60,849 from 56,803
Change+4,046 (+7%)
Value$1.4M (+$46.5K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares54,576 from 42,726
Change+11,850 (+28%)
Value$1.2M (+$231.1K)
Filed 2026-11-05
Willis Johnson Wealth, Inc.
INCREASED
Shares43,552 from 43,244
Change+308 (+1%)
Value$969.6K (-$26.3K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares42,369 from 14,048
Change+28,321 (+202%)
Value$943.3K (+$619.7K)
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares40,602 from 42,938
Change-2,336 (-5%)
Value$903.9K (-$84.9K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
INCREASED
Shares39,006 from 38,417
Change+589 (+2%)
Value$868.4K (-$16.3K)
Filed 2026-10-16
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares38,098 from 38,098
Change0 (0%)
Value$848.2K (-$29.2K)
Filed 2026-10-22
Verdence Capital Advisors LLC
NEW
Shares34,100
Change+34,100
Value$759.2K
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares33,851 from 51,344
Change-17,493 (-34%)
Value$753.6K (-$428.8K)
Filed 2026-10-15
Fourpath Capital Management, LLC
UNCHANGED
Shares32,363 from 32,363
Change0 (0%)
Value$720.5K (-$24.8K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
INCREASED
Shares28,756 from 28,738
Change+18 (+0%)
Value$640.2K (-$22.3K)
Filed 2026-11-02
Meridian Wealth Management, LLC
UNCHANGED
Shares26,955 from 26,955
Change0 (0%)
Value$600.1K (-$20.7K)
Filed 2026-11-05
Howard Wealth Management, LLC
INCREASED
Shares26,477 from 26,262
Change+215 (+1%)
Value$589.5K (-$15.3K)
Filed 2026-10-28
Tlwm
INCREASED
Shares25,100 from 22,162
Change+2,938 (+13%)
Value$558.8K (+$48.4K)
Filed 2026-10-09
Wingate Wealth Advisors, Inc.
INCREASED
Shares23,675 from 15,847
Change+7,828 (+49%)
Value$527.1K (+$162.1K)
Filed 2026-10-26
Horizons Wealth Management
NEW
Shares23,279
Change+23,279
Value$518.3K
Filed 2026-10-05
Private Trust Co NA
DECREASED
Shares18,036 from 23,540
Change-5,504 (-23%)
Value$401.5K (-$140.6K)
Filed 2026-10-20
Invariant Investment Management
INCREASED
Shares16,966 from 16,869
Change+97 (+1%)
Value$378.2K (-$10.3K)
Filed 2026-10-08
Thrivent Financial for Lutherans
NEW
Shares16,640
Change+16,640
Value$370.0K
Filed 2026-11-05
Creative Planning
UNCHANGED
Shares16,243 from 16,243
Change0 (0%)
Value$361.6K (-$12.5K)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares15,905 from 13,188
Change+2,717 (+21%)
Value$357.2K (+$52.9K)
Filed 2026-10-20
Cooksen Wealth, LLC
UNCHANGED
Shares15,203 from 15,203
Change0 (0%)
Value$340.0K (-$10.1K)
Filed 2026-10-13
AA Financial Advisors, LLC
INCREASED
Shares15,049 from 10,490
Change+4,559 (+43%)
Value$335.0K (+$93.5K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
DECREASED
Shares14,568 from 14,678
Change-110 (-1%)
Value$324.3K (-$13.7K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
UNCHANGED
Shares14,491 from 14,491
Change0 (0%)
Value$322.6K (-$11.1K)
Filed 2026-10-21
CGN Advisors LLC
INCREASED
Shares14,141 from 9,875
Change+4,266 (+43%)
Value$314.8K (+$87.4K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares13,927 from 13,443
Change+484 (+4%)
Value$310.1K (+$469)
Filed 2026-10-30
Landaas & Co
NEW
Shares13,806
Change+13,806
Value$307.4K
Filed 2026-10-29
Bill Few Associates, Inc.
UNCHANGED
Shares13,062 from 13,062
Change0 (0%)
Value$290.8K (-$10.0K)
Filed 2026-10-09
Wespac Advisors, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$289.4K (-$10.0K)
Filed 2026-10-26
Sound Stewardship, LLC
NEW
Shares12,556
Change+12,556
Value$279.5K
Filed 2026-10-14
River Street Advisors LLC
INCREASED
Shares12,413 from 10,513
Change+1,900 (+18%)
Value$276.4K (+$34.2K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares12,365 from 10,965
Change+1,400 (+13%)
Value$281.1K (+$28.5K)
Filed 2026-11-04
FF Advisors,LLC
DECREASED
Shares11,481 from 12,961
Change-1,480 (-11%)
Value$255.6K (-$42.9K)
Filed 2026-10-21
Foundry Financial Group, Inc.
INCREASED
Shares11,107 from 9,787
Change+1,320 (+13%)
Value$247.3K (+$21.9K)
Filed 2026-10-28
Well Done, LLC
NEW
Shares10,880
Change+10,880
Value$242.2K
Filed 2026-10-20
Cookson Peirce & Co Inc
INCREASED
Shares10,765 from 9,558
Change+1,207 (+13%)
Value$239.7K (+$19.5K)
Filed 2026-10-30
Yankcom Partnership
UNCHANGED
Shares10,759 from 10,759
Change0 (0%)
Value$239.5K (-$8.2K)
Filed 2026-10-15
Cypress Wealth Services, LLC
UNCHANGED
Shares10,628 from 10,628
Change0 (0%)
Value$237.3K (-$7.5K)
Filed 2026-10-21
Members Wealth LLC
NEW
Shares10,388
Change+10,388
Value$231.2K
Filed 2026-10-20
Sensible Money, LLC
NEW
Shares9,692
Change+9,692
Value$215.8K
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares9,573 from 9,518
Change+55 (+1%)
Value$213.1K (-$6.1K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares9,224 from 9,524
Change-300 (-3%)
Value$205.0K (-$14.0K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares6,100
Change+6,100
Value$135.8K
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares5,849 from 5,849
Change0 (0%)
Value$130.2K (-$4.5K)
Filed 2026-10-29
Larson Financial Group LLC
UNCHANGED
Shares5,514 from 5,514
Change0 (0%)
Value$122.8K (-$4.2K)
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares4,648 from 4,648
Change0 (0%)
Value$103.5K (-$3.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares3,225 from 5,926
Change-2,701 (-46%)
Value$71.8K (-$64.7K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$30.1K (-$1.0K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$9.8K (-$336)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$6.6K (-$226)
Filed 2026-10-05
Trust Co
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$6.5K (-$224)
Filed 2026-10-09
Wedmont Private Capital
CLOSED
Shares0 from 31,078
Change-31,078 (-100%)
Value$0 (-$717.1K)
Filed 2026-10-09
Marietta Wealth Management, LLC
CLOSED
Shares0 from 30,959
Change-30,959 (-100%)
Value$0 (-$713.0K)
Filed 2026-10-22
Wedbush Securities Inc
CLOSED
Shares0 from 15,224
Change-15,224 (-100%)
Value$0 (-$351.0K)
Filed 2026-10-22
Farnam Financial LLC
CLOSED
Shares0 from 9,515
Change-9,515 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 7,185
Change-7,185 (-100%)
Value$0 (-$165.5K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,190
Change-2,190 (-100%)
Value$0 (-$50.4K)
Filed 2026-11-04
First Command Advisory Services, Inc.
CLOSED
Shares0 from 2,181
Change-2,181 (-100%)
Value$0 (-$50.2K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$23.6K)
Filed 2026-10-13
Assetmark, Inc
CLOSED
Shares0 from 633
Change-633 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-21
Hills Bank & Trust Co
N/A
Shares— from 664,948
Change-664,948 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 567,574
Change-567,574 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 381,835
Change-381,835 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 324,270
Change-324,270 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 303,363
Change-303,363 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 301,728
Change-301,728 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 293,262
Change-293,262 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 247,954
Change-247,954 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 225,499
Change-225,499 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 216,442
Change-216,442 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 169,221
Change-169,221 (-100%)
Value—
UBS Group AG
N/A
Shares— from 155,342
Change-155,342 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 154,554
Change-154,554 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 110,271
Change-110,271 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 107,886
Change-107,886 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 105,968
Change-105,968 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 80,405
Change-80,405 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 76,642
Change-76,642 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 70,341
Change-70,341 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 53,089
Change-53,089 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 53,086
Change-53,086 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 46,396
Change-46,396 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 45,500
Change-45,500 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 41,306
Change-41,306 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 39,841
Change-39,841 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,501
Change-36,501 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,275
Change-36,275 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 35,479
Change-35,479 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 34,314
Change-34,314 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 28,148
Change-28,148 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,817
Change-25,817 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 23,179
Change-23,179 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 22,753
Change-22,753 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 22,003
Change-22,003 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,654
Change-21,654 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 19,606
Change-19,606 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,368
Change-18,368 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 17,254
Change-17,254 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 16,224
Change-16,224 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,874
Change-15,874 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,209
Change-13,209 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 11,831
Change-11,831 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,438
Change-10,438 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,421
Change-10,421 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,421
Change-10,421 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,745
Change-6,745 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,427
Change-6,427 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Status
Kathmere Capital Management, LLC
INCREASED363,028274,921+88,107+32%$6.3M$8.1M+$1.8M2026-10-20
Avior Wealth Management, LLC
INCREASED218,375193,355+25,020+13%$4.5M$4.9M+$408.8K2026-10-13
Precedent Wealth Partners, LLC
INCREASED205,299178,979+26,320+15%$4.1M$4.6M+$448.8K2026-10-21
Central Valley Advisors, LLC
DECREASED167,120169,747-2,627-2%$3.9M$3.7M-$188.6K2026-10-27
Moneco Advisors, LLC
DECREASED154,276158,107-3,831-2%$3.6M$3.4M-$206.5K2026-11-05
Clark Asset Management, LLC
INCREASED114,99596,171+18,824+20%$2.2M$2.6M+$345.3K2026-10-19
Commonwealth Equity Services, LLC
INCREASED113,145112,989+156+0%$2.6M$2.5M-$83.2K2026-11-02
Lido Advisors, LLC
DECREASED102,000106,400-4,400-4%$2.5M$2.3M-$179.5K2026-11-04
Kestra Advisory Services, LLC
INCREASED98,96787,624+11,343+13%$2.0M$2.2M+$185.3K2026-11-02
Confluence Investment Management LLC
DECREASED93,96596,425-2,460-3%$2.2M$2.1M-$128.7K2026-10-01
Advisory Solutions Group, LLC
NEW92,109—+92,109——$2.1M—2026-10-14
Asset Dedication, LLC
INCREASED89,62371,381+18,242+26%$1.6M$2.0M+$351.4K2026-11-03
Key FInancial Inc
INCREASED84,04279,698+4,344+5%$1.8M$1.9M+$35.6K2026-11-02
Signaturefd, LLC
UNCHANGED77,86077,86000%$1.8M$1.7M-$59.7K2026-10-23
VestGen Advisors, LLC
DECREASED77,73979,868-2,129-3%$1.8M$1.7M-$108.6K2026-10-27
Financial Solutions Advisory Group, Inc.
UNCHANGED72,52772,52700%$1.7M$1.6M-$36.6K2026-10-28
HUB Investment Partners, LLC
INCREASED72,43720,579+51,858+252%$473.9K$1.6M+$1.1M2026-11-03
Legacy Private Trust Co.
DECREASED64,920132,580-67,660-51%$3.1M$1.4M-$1.6M2026-10-06
Paulson Wealth Management Inc.
INCREASED60,84956,803+4,046+7%$1.3M$1.4M+$46.5K2026-11-02
Jacobi Capital Management LLC
INCREASED54,57642,726+11,850+28%$984.0K$1.2M+$231.1K2026-11-05
Willis Johnson Wealth, Inc.
INCREASED43,55243,244+308+1%$995.9K$969.6K-$26.3K2026-11-03
Silverlake Wealth Management LLC
INCREASED42,36914,048+28,321+202%$323.5K$943.3K+$619.7K2026-10-21
Carnegie Investment Counsel
DECREASED40,60242,938-2,336-5%$988.9K$903.9K-$84.9K2026-10-20
AlphaStar Capital Management, LLC
INCREASED39,00638,417+589+2%$884.7K$868.4K-$16.3K2026-10-16
Garrett Wealth Advisory Group, LLC
UNCHANGED38,09838,09800%$877.4K$848.2K-$29.2K2026-10-22
Verdence Capital Advisors LLC
NEW34,100—+34,100——$759.2K—2026-10-26
Mission Wealth Management, LP
DECREASED33,85151,344-17,493-34%$1.2M$753.6K-$428.8K2026-10-15
Fourpath Capital Management, LLC
UNCHANGED32,36332,36300%$745.3K$720.5K-$24.8K2026-10-19
Sentinel Pension Advisors, LLC
INCREASED28,75628,738+18+0%$662.5K$640.2K-$22.3K2026-11-02
Meridian Wealth Management, LLC
UNCHANGED26,95526,95500%$620.8K$600.1K-$20.7K2026-11-05
Howard Wealth Management, LLC
INCREASED26,47726,262+215+1%$604.8K$589.5K-$15.3K2026-10-28
Tlwm
INCREASED25,10022,162+2,938+13%$510.4K$558.8K+$48.4K2026-10-09
Wingate Wealth Advisors, Inc.
INCREASED23,67515,847+7,828+49%$365.0K$527.1K+$162.1K2026-10-26
Horizons Wealth Management
NEW23,279—+23,279——$518.3K—2026-10-05
Private Trust Co NA
DECREASED18,03623,540-5,504-23%$542.1K$401.5K-$140.6K2026-10-20
Invariant Investment Management
INCREASED16,96616,869+97+1%$388.6K$378.2K-$10.3K2026-10-08
Thrivent Financial for Lutherans
NEW16,640—+16,640——$370.0K—2026-11-05
Creative Planning
UNCHANGED16,24316,24300%$374.1K$361.6K-$12.5K2026-11-02
Accurate Wealth Management, LLC
INCREASED15,90513,188+2,717+21%$304.3K$357.2K+$52.9K2026-10-20
Cooksen Wealth, LLC
UNCHANGED15,20315,20300%$350.1K$340.0K-$10.1K2026-10-13
AA Financial Advisors, LLC
INCREASED15,04910,490+4,559+43%$241.6K$335.0K+$93.5K2026-10-19
WealthBridge Capital Management, LLC
DECREASED14,56814,678-110-1%$338.0K$324.3K-$13.7K2026-10-16
Wealthcare Advisory Partners LLC
UNCHANGED14,49114,49100%$333.7K$322.6K-$11.1K2026-10-21
CGN Advisors LLC
INCREASED14,1419,875+4,266+43%$227.4K$314.8K+$87.4K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED13,92713,443+484+4%$309.6K$310.1K+$4692026-10-30
Landaas & Co
NEW13,806—+13,806——$307.4K—2026-10-29
Bill Few Associates, Inc.
UNCHANGED13,06213,06200%$300.8K$290.8K-$10.0K2026-10-09
Wespac Advisors, LLC
UNCHANGED13,00013,00000%$299.4K$289.4K-$10.0K2026-10-26
Sound Stewardship, LLC
NEW12,556—+12,556——$279.5K—2026-10-14
River Street Advisors LLC
INCREASED12,41310,513+1,900+18%$242.1K$276.4K+$34.2K2026-10-22
Prospera Financial Services Inc
INCREASED12,36510,965+1,400+13%$252.5K$281.1K+$28.5K2026-11-04
FF Advisors,LLC
DECREASED11,48112,961-1,480-11%$298.5K$255.6K-$42.9K2026-10-21
Foundry Financial Group, Inc.
INCREASED11,1079,787+1,320+13%$225.4K$247.3K+$21.9K2026-10-28
Well Done, LLC
NEW10,880—+10,880——$242.2K—2026-10-20
Cookson Peirce & Co Inc
INCREASED10,7659,558+1,207+13%$220.1K$239.7K+$19.5K2026-10-30
Yankcom Partnership
UNCHANGED10,75910,75900%$247.8K$239.5K-$8.2K2026-10-15
Cypress Wealth Services, LLC
UNCHANGED10,62810,62800%$244.8K$237.3K-$7.5K2026-10-21
Members Wealth LLC
NEW10,388—+10,388——$231.2K—2026-10-20
Sensible Money, LLC
NEW9,692—+9,692——$215.8K—2026-10-20
Opulen Financial Group LLC
INCREASED9,5739,518+55+1%$219.2K$213.1K-$6.1K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED9,2249,524-300-3%$219.0K$205.0K-$14.0K2026-11-02
Ascentis Independent Advisors
NEW6,100—+6,100——$135.8K—2026-11-03
NorthAvenue LLC
UNCHANGED5,8495,84900%$134.7K$130.2K-$4.5K2026-10-29
Larson Financial Group LLC
UNCHANGED5,5145,51400%$127.0K$122.8K-$4.2K2026-11-05
Fifth Third Bancorp
UNCHANGED4,6484,64800%$107.0K$103.5K-$3.6K2026-11-05
Farther Finance Advisors, LLC
DECREASED3,2255,926-2,701-46%$136.5K$71.8K-$64.7K2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED1,3501,35000%$31.1K$30.1K-$1.0K2026-10-13
IFP Advisors, Inc
UNCHANGED43843800%$10.1K$9.8K-$3362026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED29529500%$6.8K$6.6K-$2262026-10-05
Trust Co
UNCHANGED29229200%$6.7K$6.5K-$2242026-10-09
Wedmont Private Capital
CLOSED031,078-31,078-100%$717.1K$0-$717.1K2026-10-09
Marietta Wealth Management, LLC
CLOSED030,959-30,959-100%$713.0K$0-$713.0K2026-10-22
Wedbush Securities Inc
CLOSED015,224-15,224-100%$351.0K$0-$351.0K2026-10-22
Farnam Financial LLC
CLOSED09,515-9,515-100%$219.1K$0-$219.1K2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED07,185-7,185-100%$165.5K$0-$165.5K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED02,190-2,190-100%$50.4K$0-$50.4K2026-11-04
First Command Advisory Services, Inc.
CLOSED02,181-2,181-100%$50.2K$0-$50.2K2026-11-05
Gill Capital Partners, LLC
CLOSED01,025-1,025-100%$23.6K$0-$23.6K2026-10-13
Assetmark, Inc
CLOSED0633-633-100%$14.6K$0-$14.6K2026-10-21
Hills Bank & Trust Co
N/A—664,948-664,948-100%$15.3M———
Wells Fargo & Company
N/A—567,574-567,574-100%$13.1M———
Raymond James Financial Inc
N/A—381,835-381,835-100%$8.8M———
LPL Financial LLC
N/A—324,270-324,270-100%$7.5M———
Invesco Ltd.
N/A—303,363-303,363-100%$7.0M———
Atlantic Union Bankshares Corp
N/A—301,728-301,728-100%$6.9M———
Bank of America Corp
N/A—293,262-293,262-100%$6.8M———
Morgan Stanley
N/A—247,954-247,954-100%$5.7M———
HighTower Advisors, LLC
N/A—225,499-225,499-100%$5.2M———
NewEdge Advisors, LLC
N/A—216,442-216,442-100%$5.0M———
Osaic Holdings, Inc.
N/A—169,221-169,221-100%$3.9M———
UBS Group AG
N/A—155,342-155,342-100%$3.6M———
Integrated Wealth Concepts LLC
N/A—154,554-154,554-100%$3.6M———
Northwestern Mutual Wealth Management Co
N/A—110,271-110,271-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—107,886-107,886-100%$2.5M———
Envestnet Asset Management Inc
N/A—105,968-105,968-100%$2.4M———
Kinetic Wealth Investment Advisors LLC
N/A—80,405-80,405-100%$1.9M———
MML Investors Services, LLC
N/A—76,642-76,642-100%$1.8M———
Jones Financial Companies Lllp
N/A—70,341-70,341-100%$1.6M———
Huntington National Bank
N/A—53,089-53,089-100%$1.2M———
Farmers National Bank
N/A—53,086-53,086-100%$1.2M———
Captrust Financial Advisors
N/A—46,396-46,396-100%$1.1M———
Anchor Investment Management, LLC
N/A—45,500-45,500-100%$1.0M———
Brown Advisory Inc
N/A—41,306-41,306-100%$951.3K———
Sanctuary Advisors, LLC
N/A—39,841-39,841-100%$917.5K———
Equitable Holdings, Inc.
N/A—36,501-36,501-100%$840.6K———
Susquehanna International Group, LLP
N/A—36,275-36,275-100%$835.4K———
Stifel Financial Corp
N/A—35,479-35,479-100%$817.1K———
Harbour Investments, Inc.
N/A—34,314-34,314-100%$790.2K———
Baird Financial Group, Inc.
N/A—28,148-28,148-100%$648.2K———
Jane Street Group, LLC
N/A—25,817-25,817-100%$594.6K———
Hobbs Group Advisors, LLC
N/A—23,179-23,179-100%$533.8K———
Aptus Capital Advisors, LLC
N/A—22,753-22,753-100%$524.0K———
IFG Advisory, LLC
N/A—22,003-22,003-100%$506.7K———
Royal Bank of Canada
N/A—21,654-21,654-100%$499.0K———
Heritage Trust Co
N/A—19,606-19,606-100%$451.5K———
Cetera Investment Advisers
N/A—18,368-18,368-100%$423.0K———
Clearstead Advisors, LLC
N/A—17,254-17,254-100%$397.4K———
Beacon Pointe Advisors, LLC
N/A—16,224-16,224-100%$373.6K———
Private Advisor Group, LLC
N/A—15,874-15,874-100%$365.6K———
Leavell Investment Management, Inc.
N/A—13,385-13,385-100%$308.3K———
OneDigital Investment Advisors LLC
N/A—13,209-13,209-100%$304.2K———
Intentional Wealth Strategies, LLC
N/A—11,831-11,831-100%$272.5K———
Steward Partners Investment Advisory, LLC
N/A—10,789-10,789-100%$248.5K———
Coastal Bridge Advisors, LLC
N/A—10,438-10,438-100%$240.4K———
Vestmark Advisory Solutions, Inc.
N/A—10,421-10,421-100%$240.0K———
World Investment Advisors
N/A—10,421-10,421-100%$239.9K———
Francis Financial, Inc.
N/A—10,037-10,037-100%$231.2K———
Addison Advisors LLC
N/A—8,690-8,690-100%$200.1K———
Crews Bank & Trust
N/A—8,650-8,650-100%$199.2K———
Capital Analysts, LLC
N/A—6,745-6,745-100%$155.0K———
JPMorgan Chase & Co
N/A—6,427-6,427-100%$148.1K———
IMA Advisory Services, Inc.
N/A—6,271-6,271-100%$144.4K———
Atlas Capital Advisors Inc.
N/A—4,400-4,400-100%$101.3K———
O'shaughnessy Asset Management, LLC
N/A—3,463-3,463-100%$79.8K———
Colonial Trust Advisors
N/A—2,700-2,700-100%$62.2K———
PNC Financial Services Group, Inc.
N/A—2,689-2,689-100%$61.9K———
Showing 136 of 136 institutions