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Invesco Bulletshares 2028 MB (BSMS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares328,161 from 324,173
Change+3,988 (+1%)
Value$7.5M (-$116.2K)
Filed 2026-10-30
Kathmere Capital Management, LLC
INCREASED
Shares255,741 from 208,191
Change+47,550 (+23%)
Value$5.8M (+$951.2K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
INCREASED
Shares209,316 from 179,962
Change+29,354 (+16%)
Value$4.8M (+$554.3K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares204,545 from 216,228
Change-11,683 (-5%)
Value$4.7M (-$404.6K)
Filed 2026-11-02
Central Valley Advisors, LLC
DECREASED
Shares187,208 from 188,612
Change-1,404 (-1%)
Value$4.3M (-$152.5K)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares163,126 from 147,663
Change+15,463 (+10%)
Value$3.7M (+$258.0K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares161,634 from 162,305
Change-671 (0%)
Value$3.7M (-$119.0K)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
DECREASED
Shares138,328 from 140,881
Change-2,553 (-2%)
Value$3.2M (-$111.9K)
Filed 2026-10-28
Key FInancial Inc
INCREASED
Shares127,523 from 110,601
Change+16,922 (+15%)
Value$2.9M (+$315.2K)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares124,664 from 107,511
Change+17,153 (+16%)
Value$2.8M (+$322.4K)
Filed 2026-11-03
Invariant Investment Management
INCREASED
Shares113,614 from 113,415
Change+199 (+0%)
Value$2.6M (-$68.6K)
Filed 2026-10-08
Clark Asset Management, LLC
INCREASED
Shares111,546 from 92,975
Change+18,571 (+20%)
Value$2.5M (+$364.0K)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares81,499 from 82,798
Change-1,299 (-2%)
Value$1.9M (-$82.5K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares81,255 from 30,540
Change+50,715 (+166%)
Value$1.9M (+$1.1M)
Filed 2026-11-03
Verdence Capital Advisors LLC
NEW
Shares81,074
Change+81,074
Value$1.8M
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares76,360 from 86,920
Change-10,560 (-12%)
Value$1.7M (-$296.3K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares68,571 from 66,554
Change+2,017 (+3%)
Value$1.6M (+$3.5K)
Filed 2026-11-04
Legacy Private Trust Co.
DECREASED
Shares65,304 from 94,127
Change-28,823 (-31%)
Value$1.5M (-$717.3K)
Filed 2026-10-06
Paulson Wealth Management Inc.
INCREASED
Shares63,471 from 58,752
Change+4,719 (+8%)
Value$1.4M (+$70.1K)
Filed 2026-11-02
Advisory Solutions Group, LLC
NEW
Shares60,124
Change+60,124
Value$1.4M
Filed 2026-10-14
Confluence Investment Management LLC
NEW
Shares57,530
Change+57,530
Value$1.3M
Filed 2026-10-01
Lido Advisors, LLC
DECREASED
Shares54,181 from 55,681
Change-1,500 (-3%)
Value$1.2M (-$69.8K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares53,482 from 42,182
Change+11,300 (+27%)
Value$1.2M (+$230.7K)
Filed 2026-11-05
Landaas & Co
INCREASED
Shares49,009 from 23,663
Change+25,346 (+107%)
Value$1.1M (+$562.8K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares46,246 from 63,512
Change-17,266 (-27%)
Value$1.1M (-$434.3K)
Filed 2026-10-15
Willis Johnson Wealth, Inc.
INCREASED
Shares42,920 from 42,611
Change+309 (+1%)
Value$978.6K (-$20.2K)
Filed 2026-11-03
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares40,566 from 40,566
Change0 (0%)
Value$924.9K (-$25.9K)
Filed 2026-10-22
AlphaStar Capital Management, LLC
INCREASED
Shares39,819 from 39,420
Change+399 (+1%)
Value$907.9K (-$16.1K)
Filed 2026-10-16
Accurate Wealth Management, LLC
DECREASED
Shares36,694 from 43,532
Change-6,838 (-16%)
Value$843.6K (-$175.3K)
Filed 2026-10-20
River Street Advisors LLC
INCREASED
Shares34,875 from 26,785
Change+8,090 (+30%)
Value$795.2K (+$167.3K)
Filed 2026-10-22
Old Second National Bank of Aurora
INCREASED
Shares32,494 from 27,986
Change+4,508 (+16%)
Value$740.9K (+$84.9K)
Filed 2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED
Shares31,856 from 24,163
Change+7,693 (+32%)
Value$726.4K (+$160.0K)
Filed 2026-10-26
Silverlake Wealth Management LLC
NEW
Shares30,693
Change+30,693
Value$699.8K
Filed 2026-10-21
Wealthcare Advisory Partners LLC
UNCHANGED
Shares29,530 from 29,530
Change0 (0%)
Value$673.3K (-$18.9K)
Filed 2026-10-21
Sentinel Pension Advisors, LLC
INCREASED
Shares28,031 from 28,012
Change+19 (+0%)
Value$639.1K (-$17.5K)
Filed 2026-11-02
Members Wealth LLC
INCREASED
Shares27,479 from 17,350
Change+10,129 (+58%)
Value$626.8K (+$220.1K)
Filed 2026-10-20
Meridian Wealth Management, LLC
UNCHANGED
Shares26,834 from 26,834
Change0 (0%)
Value$611.8K (-$17.1K)
Filed 2026-11-05
Howard Wealth Management, LLC
INCREASED
Shares26,120 from 25,905
Change+215 (+1%)
Value$595.6K (-$11.7K)
Filed 2026-10-28
Tlwm
INCREASED
Shares24,342 from 21,897
Change+2,445 (+11%)
Value$555.0K (+$41.8K)
Filed 2026-10-09
Avantax Planning Partners, Inc.
INCREASED
Shares23,803 from 23,632
Change+171 (+1%)
Value$542.7K (-$11.2K)
Filed 2026-11-03
Horizons Wealth Management
NEW
Shares22,298
Change+22,298
Value$508.4K
Filed 2026-10-05
Wespac Advisors, LLC
UNCHANGED
Shares21,653 from 21,653
Change0 (0%)
Value$493.7K (-$13.8K)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares21,630 from 23,810
Change-2,180 (-9%)
Value$493.2K (-$64.9K)
Filed 2026-10-20
AA Financial Advisors, LLC
INCREASED
Shares18,559 from 18,546
Change+13 (+0%)
Value$423.2K (-$11.6K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares17,696 from 14,866
Change+2,830 (+19%)
Value$403.5K (+$55.0K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares17,224 from 17,101
Change+123 (+1%)
Value$392.7K (-$8.1K)
Filed 2026-10-15
Creative Planning
UNCHANGED
Shares16,008 from 16,008
Change0 (0%)
Value$365.0K (-$10.2K)
Filed 2026-11-02
CGN Advisors LLC
INCREASED
Shares15,716 from 11,028
Change+4,688 (+43%)
Value$358.3K (+$99.8K)
Filed 2026-10-21
Yankcom Partnership
UNCHANGED
Shares15,266 from 15,266
Change0 (0%)
Value$348.1K (-$9.8K)
Filed 2026-10-15
Cooksen Wealth, LLC
UNCHANGED
Shares15,048 from 15,048
Change0 (0%)
Value$344.4K (-$8.3K)
Filed 2026-10-13
Diversify Wealth Management, LLC
NEW
Shares15,000
Change+15,000
Value$346.1K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares15,000
Change+15,000
Value$346.1K
Filed 2026-10-20
FF Advisors,LLC
UNCHANGED
Shares14,285 from 14,285
Change0 (0%)
Value$325.7K (-$9.1K)
Filed 2026-10-21
BCS Wealth Management
NEW
Shares14,161
Change+14,161
Value$322.9K
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares13,997 from 12,297
Change+1,700 (+14%)
Value$324.9K (+$36.7K)
Filed 2026-11-04
Tassel Capital Management, Inc.
NEW
Shares12,929
Change+12,929
Value$294.8K
Filed 2026-10-20
Bill Few Associates, Inc.
UNCHANGED
Shares12,836 from 12,836
Change0 (0%)
Value$292.7K (-$8.2K)
Filed 2026-10-09
Sound Stewardship, LLC
NEW
Shares12,370
Change+12,370
Value$282.1K
Filed 2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED
Shares12,286 from 12,286
Change0 (0%)
Value$280.1K (-$7.9K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares11,317 from 10,260
Change+1,057 (+10%)
Value$258.0K (+$17.5K)
Filed 2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED
Shares11,013 from 8,888
Change+2,125 (+24%)
Value$251 (-$207.7K)
Filed 2026-10-19
Foundry Financial Group, Inc.
INCREASED
Shares10,829 from 9,875
Change+954 (+10%)
Value$246.9K (+$15.4K)
Filed 2026-10-28
Well Done, LLC
NEW
Shares10,670
Change+10,670
Value$243.3K
Filed 2026-10-20
Cookson Peirce & Co Inc
INCREASED
Shares10,536 from 9,378
Change+1,158 (+12%)
Value$240.2K (+$20.4K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares10,202 from 13,038
Change-2,836 (-22%)
Value$232.6K (-$73.0K)
Filed 2026-10-20
NorthAvenue LLC
UNCHANGED
Shares9,496 from 9,496
Change0 (0%)
Value$216.5K (-$6.1K)
Filed 2026-10-29
Sensible Money, LLC
NEW
Shares9,196
Change+9,196
Value$209.7K
Filed 2026-10-20
Nations Financial Group Inc,
NEW
Shares9,173
Change+9,173
Value$209.2K
Filed 2026-11-05
Opulen Financial Group LLC
INCREASED
Shares9,057 from 9,001
Change+56 (+1%)
Value$206.5K (-$4.5K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares7,397 from 10,050
Change-2,653 (-26%)
Value$168.7K (-$66.9K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares6,850
Change+6,850
Value$156.2K
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares5,665
Change+5,665
Value$129.2K
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares5,419 from 5,419
Change0 (0%)
Value$123.6K (-$3.5K)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares1,271 from 6,934
Change-5,663 (-82%)
Value$29.0K (-$133.6K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$14.6K (-$409)
Filed 2026-10-13
Davis Capital Management
DECREASED
Shares510 from 710
Change-200 (-28%)
Value$11.6K (-$5.0K)
Filed 2026-10-08
Trust Co
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$6.6K (-$184)
Filed 2026-10-09
Marietta Wealth Management, LLC
CLOSED
Shares0 from 30,769
Change-30,769 (-100%)
Value$0 (-$721.2K)
Filed 2026-10-22
Wedmont Private Capital
CLOSED
Shares0 from 30,433
Change-30,433 (-100%)
Value$0 (-$712.3K)
Filed 2026-10-09
Wedbush Securities Inc
CLOSED
Shares0 from 14,925
Change-14,925 (-100%)
Value$0 (-$350.0K)
Filed 2026-10-22
Farnam Financial LLC
CLOSED
Shares0 from 13,960
Change-13,960 (-100%)
Value$0 (-$327.2K)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 7,110
Change-7,110 (-100%)
Value$0 (-$166.7K)
Filed 2026-11-05
Assetmark, Inc
CLOSED
Shares0 from 7,096
Change-7,096 (-100%)
Value$0 (-$166.3K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,149
Change-2,149 (-100%)
Value$0 (-$50.4K)
Filed 2026-11-04
IFP Advisors, Inc
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-16
LPL Financial LLC
N/A
Shares— from 525,668
Change-525,668 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 431,869
Change-431,869 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 422,297
Change-422,297 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 418,580
Change-418,580 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 299,578
Change-299,578 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 258,432
Change-258,432 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 221,808
Change-221,808 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 189,779
Change-189,779 (-100%)
Value—
UBS Group AG
N/A
Shares— from 186,076
Change-186,076 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 172,737
Change-172,737 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 169,848
Change-169,848 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 167,429
Change-167,429 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 163,761
Change-163,761 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 158,825
Change-158,825 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 137,943
Change-137,943 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 117,520
Change-117,520 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 109,316
Change-109,316 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 100,735
Change-100,735 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 90,507
Change-90,507 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 82,708
Change-82,708 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 79,600
Change-79,600 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 65,510
Change-65,510 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 61,148
Change-61,148 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 54,804
Change-54,804 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 47,352
Change-47,352 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 46,964
Change-46,964 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,905
Change-44,905 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 41,700
Change-41,700 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,989
Change-39,989 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 36,238
Change-36,238 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 36,120
Change-36,120 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 36,081
Change-36,081 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 34,075
Change-34,075 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 33,498
Change-33,498 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 29,788
Change-29,788 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 28,424
Change-28,424 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 27,745
Change-27,745 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,875
Change-25,875 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 25,733
Change-25,733 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 25,380
Change-25,380 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,190
Change-23,190 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,881
Change-22,881 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 21,890
Change-21,890 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 21,781
Change-21,781 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,585
Change-21,585 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,283
Change-20,283 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 17,348
Change-17,348 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 17,022
Change-17,022 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,846
Change-15,846 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,990
Change-10,990 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,838
Change-10,838 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 10,805
Change-10,805 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 9,413
Change-9,413 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 8,989
Change-8,989 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 7,229
Change-7,229 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Collier Financial
N/A
Shares— from 575
Change-575 (-100%)
Value—
Status
Truist Financial Corp
INCREASED328,161324,173+3,988+1%$7.6M$7.5M-$116.2K2026-10-30
Kathmere Capital Management, LLC
INCREASED255,741208,191+47,550+23%$4.9M$5.8M+$951.2K2026-10-20
Precedent Wealth Partners, LLC
INCREASED209,316179,962+29,354+16%$4.2M$4.8M+$554.3K2026-10-21
Commonwealth Equity Services, LLC
DECREASED204,545216,228-11,683-5%$5.1M$4.7M-$404.6K2026-11-02
Central Valley Advisors, LLC
DECREASED187,208188,612-1,404-1%$4.4M$4.3M-$152.5K2026-10-27
Thrivent Financial for Lutherans
INCREASED163,126147,663+15,463+10%$3.5M$3.7M+$258.0K2026-11-05
Moneco Advisors, LLC
DECREASED161,634162,305-6710%$3.8M$3.7M-$119.0K2026-11-05
Financial Solutions Advisory Group, Inc.
DECREASED138,328140,881-2,553-2%$3.3M$3.2M-$111.9K2026-10-28
Key FInancial Inc
INCREASED127,523110,601+16,922+15%$2.6M$2.9M+$315.2K2026-11-02
Asset Dedication, LLC
INCREASED124,664107,511+17,153+16%$2.5M$2.8M+$322.4K2026-11-03
Invariant Investment Management
INCREASED113,614113,415+199+0%$2.7M$2.6M-$68.6K2026-10-08
Clark Asset Management, LLC
INCREASED111,54692,975+18,571+20%$2.2M$2.5M+$364.0K2026-10-19
VestGen Advisors, LLC
DECREASED81,49982,798-1,299-2%$1.9M$1.9M-$82.5K2026-10-27
HUB Investment Partners, LLC
INCREASED81,25530,540+50,715+166%$715.9K$1.9M+$1.1M2026-11-03
Verdence Capital Advisors LLC
NEW81,074—+81,074——$1.8M—2026-10-26
Signaturefd, LLC
DECREASED76,36086,920-10,560-12%$2.0M$1.7M-$296.3K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED68,57166,554+2,017+3%$1.6M$1.6M+$3.5K2026-11-04
Legacy Private Trust Co.
DECREASED65,30494,127-28,823-31%$2.2M$1.5M-$717.3K2026-10-06
Paulson Wealth Management Inc.
INCREASED63,47158,752+4,719+8%$1.4M$1.4M+$70.1K2026-11-02
Advisory Solutions Group, LLC
NEW60,124—+60,124——$1.4M—2026-10-14
Confluence Investment Management LLC
NEW57,530—+57,530——$1.3M—2026-10-01
Lido Advisors, LLC
DECREASED54,18155,681-1,500-3%$1.3M$1.2M-$69.8K2026-11-04
Jacobi Capital Management LLC
INCREASED53,48242,182+11,300+27%$988.7K$1.2M+$230.7K2026-11-05
Landaas & Co
INCREASED49,00923,663+25,346+107%$554.7K$1.1M+$562.8K2026-10-29
Mission Wealth Management, LP
DECREASED46,24663,512-17,266-27%$1.5M$1.1M-$434.3K2026-10-15
Willis Johnson Wealth, Inc.
INCREASED42,92042,611+309+1%$998.8K$978.6K-$20.2K2026-11-03
Garrett Wealth Advisory Group, LLC
UNCHANGED40,56640,56600%$950.9K$924.9K-$25.9K2026-10-22
AlphaStar Capital Management, LLC
INCREASED39,81939,420+399+1%$924.0K$907.9K-$16.1K2026-10-16
Accurate Wealth Management, LLC
DECREASED36,69443,532-6,838-16%$1.0M$843.6K-$175.3K2026-10-20
River Street Advisors LLC
INCREASED34,87526,785+8,090+30%$627.8K$795.2K+$167.3K2026-10-22
Old Second National Bank of Aurora
INCREASED32,49427,986+4,508+16%$656.0K$740.9K+$84.9K2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED31,85624,163+7,693+32%$566.4K$726.4K+$160.0K2026-10-26
Silverlake Wealth Management LLC
NEW30,693—+30,693——$699.8K—2026-10-21
Wealthcare Advisory Partners LLC
UNCHANGED29,53029,53000%$692.2K$673.3K-$18.9K2026-10-21
Sentinel Pension Advisors, LLC
INCREASED28,03128,012+19+0%$656.6K$639.1K-$17.5K2026-11-02
Members Wealth LLC
INCREASED27,47917,350+10,129+58%$406.7K$626.8K+$220.1K2026-10-20
Meridian Wealth Management, LLC
UNCHANGED26,83426,83400%$629.0K$611.8K-$17.1K2026-11-05
Howard Wealth Management, LLC
INCREASED26,12025,905+215+1%$607.2K$595.6K-$11.7K2026-10-28
Tlwm
INCREASED24,34221,897+2,445+11%$513.3K$555.0K+$41.8K2026-10-09
Avantax Planning Partners, Inc.
INCREASED23,80323,632+171+1%$553.9K$542.7K-$11.2K2026-11-03
Horizons Wealth Management
NEW22,298—+22,298——$508.4K—2026-10-05
Wespac Advisors, LLC
UNCHANGED21,65321,65300%$507.5K$493.7K-$13.8K2026-10-26
Carnegie Investment Counsel
DECREASED21,63023,810-2,180-9%$558.1K$493.2K-$64.9K2026-10-20
AA Financial Advisors, LLC
INCREASED18,55918,546+13+0%$434.7K$423.2K-$11.6K2026-10-19
Kestra Advisory Services, LLC
INCREASED17,69614,866+2,830+19%$348.5K$403.5K+$55.0K2026-11-02
Atria Investments, Inc
INCREASED17,22417,101+123+1%$400.8K$392.7K-$8.1K2026-10-15
Creative Planning
UNCHANGED16,00816,00800%$375.2K$365.0K-$10.2K2026-11-02
CGN Advisors LLC
INCREASED15,71611,028+4,688+43%$258.5K$358.3K+$99.8K2026-10-21
Yankcom Partnership
UNCHANGED15,26615,26600%$357.8K$348.1K-$9.8K2026-10-15
Cooksen Wealth, LLC
UNCHANGED15,04815,04800%$352.7K$344.4K-$8.3K2026-10-13
Diversify Wealth Management, LLC
NEW15,000—+15,000——$346.1K—2026-10-20
Diversify Advisory Services, LLC
NEW15,000—+15,000——$346.1K—2026-10-20
FF Advisors,LLC
UNCHANGED14,28514,28500%$334.8K$325.7K-$9.1K2026-10-21
BCS Wealth Management
NEW14,161—+14,161——$322.9K—2026-11-03
Prospera Financial Services Inc
INCREASED13,99712,297+1,700+14%$288.2K$324.9K+$36.7K2026-11-04
Tassel Capital Management, Inc.
NEW12,929—+12,929——$294.8K—2026-10-20
Bill Few Associates, Inc.
UNCHANGED12,83612,83600%$300.9K$292.7K-$8.2K2026-10-09
Sound Stewardship, LLC
NEW12,370—+12,370——$282.1K—2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED12,28612,28600%$288.0K$280.1K-$7.9K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED11,31710,260+1,057+10%$240.5K$258.0K+$17.5K2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED11,0138,888+2,125+24%$208.0K$251-$207.7K2026-10-19
Foundry Financial Group, Inc.
INCREASED10,8299,875+954+10%$231.5K$246.9K+$15.4K2026-10-28
Well Done, LLC
NEW10,670—+10,670——$243.3K—2026-10-20
Cookson Peirce & Co Inc
INCREASED10,5369,378+1,158+12%$219.8K$240.2K+$20.4K2026-10-30
Private Trust Co NA
DECREASED10,20213,038-2,836-22%$305.6K$232.6K-$73.0K2026-10-20
NorthAvenue LLC
UNCHANGED9,4969,49600%$222.6K$216.5K-$6.1K2026-10-29
Sensible Money, LLC
NEW9,196—+9,196——$209.7K—2026-10-20
Nations Financial Group Inc,
NEW9,173—+9,173——$209.2K—2026-11-05
Opulen Financial Group LLC
INCREASED9,0579,001+56+1%$211.0K$206.5K-$4.5K2026-10-22
Farther Finance Advisors, LLC
DECREASED7,39710,050-2,653-26%$235.6K$168.7K-$66.9K2026-10-08
Ascentis Independent Advisors
NEW6,850—+6,850——$156.2K—2026-11-03
Latitude Advisors, LLC
NEW5,665—+5,665——$129.2K—2026-10-27
Larson Financial Group LLC
UNCHANGED5,4195,41900%$127.0K$123.6K-$3.5K2026-11-05
First Command Advisory Services, Inc.
DECREASED1,2716,934-5,663-82%$162.5K$29.0K-$133.6K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED64064000%$15.0K$14.6K-$4092026-10-13
Davis Capital Management
DECREASED510710-200-28%$16.6K$11.6K-$5.0K2026-10-08
Trust Co
UNCHANGED28828800%$6.7K$6.6K-$1842026-10-09
Marietta Wealth Management, LLC
CLOSED030,769-30,769-100%$721.2K$0-$721.2K2026-10-22
Wedmont Private Capital
CLOSED030,433-30,433-100%$712.3K$0-$712.3K2026-10-09
Wedbush Securities Inc
CLOSED014,925-14,925-100%$350.0K$0-$350.0K2026-10-22
Farnam Financial LLC
CLOSED013,960-13,960-100%$327.2K$0-$327.2K2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED07,110-7,110-100%$166.7K$0-$166.7K2026-11-05
Assetmark, Inc
CLOSED07,096-7,096-100%$166.3K$0-$166.3K2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED02,149-2,149-100%$50.4K$0-$50.4K2026-11-04
IFP Advisors, Inc
CLOSED088-88-100%$2.1K$0-$2.1K2026-10-16
LPL Financial LLC
N/A—525,668-525,668-100%$12.3M———
Morgan Stanley
N/A—431,869-431,869-100%$10.1M———
Raymond James Financial Inc
N/A—422,297-422,297-100%$9.9M———
Invesco Ltd.
N/A—418,580-418,580-100%$9.8M———
Bank of America Corp
N/A—299,578-299,578-100%$7.0M———
Atlantic Union Bankshares Corp
N/A—258,432-258,432-100%$6.1M———
NewEdge Advisors, LLC
N/A—221,808-221,808-100%$5.2M———
Hills Bank & Trust Co
N/A—189,779-189,779-100%$4.4M———
UBS Group AG
N/A—186,076-186,076-100%$4.4M———
HighTower Advisors, LLC
N/A—172,737-172,737-100%$4.0M———
Osaic Holdings, Inc.
N/A—169,848-169,848-100%$4.0M———
Integrated Wealth Concepts LLC
N/A—167,429-167,429-100%$3.9M———
Wells Fargo & Company
N/A—163,761-163,761-100%$3.8M———
Summit Financial, LLC
N/A—158,825-158,825-100%$3.7M———
Envestnet Asset Management Inc
N/A—137,943-137,943-100%$3.2M———
Elequin Capital, LP
N/A—117,520-117,520-100%$2.8M———
MML Investors Services, LLC
N/A—109,316-109,316-100%$2.6M———
Jones Financial Companies Lllp
N/A—100,735-100,735-100%$2.4M———
Kinetic Wealth Investment Advisors LLC
N/A—90,507-90,507-100%$2.1M———
Sanctuary Advisors, LLC
N/A—82,708-82,708-100%$1.9M———
Stifel Financial Corp
N/A—79,600-79,600-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—65,510-65,510-100%$1.5M———
Citadel Advisors LLC
N/A—61,148-61,148-100%$1.4M———
Farmers National Bank
N/A—54,804-54,804-100%$1.3M———
PAX Financial Group, LLC
N/A—47,352-47,352-100%$1.1M———
Brown Advisory Inc
N/A—46,964-46,964-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—44,905-44,905-100%$1.1M———
Anchor Investment Management, LLC
N/A—41,700-41,700-100%$977.4K———
Captrust Financial Advisors
N/A—39,989-39,989-100%$937.3K———
Huntington National Bank
N/A—36,238-36,238-100%$849.4K———
Private Advisor Group, LLC
N/A—36,120-36,120-100%$846.6K———
Astoria Portfolio Advisors Llc.
N/A—36,081-36,081-100%$845.7K———
Webster Bank, N. A.
N/A—34,075-34,075-100%$798.7K———
Ameriprise Financial Inc
N/A—33,498-33,498-100%$785.2K———
Vermillion & White Wealth Management Group, LLC
N/A—29,788-29,788-100%$698.2K———
Aptus Capital Advisors, LLC
N/A—28,424-28,424-100%$666.3K———
Baird Financial Group, Inc.
N/A—27,745-27,745-100%$650.3K———
Cetera Investment Advisers
N/A—25,875-25,875-100%$606.5K———
Hobbs Group Advisors, LLC
N/A—25,733-25,733-100%$603.2K———
Heritage Trust Co
N/A—25,380-25,380-100%$594.9K———
Sequoia Financial Advisors, LLC
N/A—23,190-23,190-100%$543.6K———
Royal Bank of Canada
N/A—22,881-22,881-100%$536.0K———
Dover Advisors, LLC
N/A—21,890-21,890-100%$514.4K———
Kickstand Ventures, Llc.
N/A—21,781-21,781-100%$510.5K———
Harbour Investments, Inc.
N/A—21,585-21,585-100%$505.9K———
OneDigital Investment Advisors LLC
N/A—20,283-20,283-100%$475.4K———
Coastal Bridge Advisors, LLC
N/A—17,348-17,348-100%$406.6K———
Clearstead Advisors, LLC
N/A—17,022-17,022-100%$399.0K———
Ausdal Financial Partners, Inc.
N/A—15,846-15,846-100%$371.4K———
Beacon Pointe Advisors, LLC
N/A—11,366-11,366-100%$266.4K———
IFG Advisory, LLC
N/A—10,990-10,990-100%$257.6K———
Modern Wealth Management, LLC
N/A—10,838-10,838-100%$254.0K———
Bluespring Wealth Management, LLC
N/A—10,805-10,805-100%$253.3K———
HighPoint Advisor Group LLC
N/A—10,407-10,407-100%$243.9K———
Cvfg LLC
N/A—9,413-9,413-100%$220.6K———
Garden State Investment Advisory Services LLC
N/A—8,989-8,989-100%$210.7K———
Leavell Investment Management, Inc.
N/A—8,700-8,700-100%$203.9K———
Crews Bank & Trust
N/A—8,535-8,535-100%$200.1K———
Addison Advisors LLC
N/A—7,229-7,229-100%$169.4K———
Capital Analysts, LLC
N/A—6,625-6,625-100%$155.0K———
Colonial Trust Advisors
N/A—3,600-3,600-100%$84.4K———
O'shaughnessy Asset Management, LLC
N/A—3,430-3,430-100%$80.4K———
Geneos Wealth Management Inc.
N/A—3,100-3,100-100%$72.7K———
PNC Financial Services Group, Inc.
N/A—2,471-2,471-100%$57.9K———
Collier Financial
N/A—575-575-100%$13.5K———
Showing 150 of 150 institutions