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Invesco Bulletshares 2027 MB (BSMR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Key FInancial Inc
INCREASED
Shares389,069 from 367,608
Change+21,461 (+6%)
Value$9.1M (+$360.6K)
Filed 2026-11-02
Financial Solutions Advisory Group, Inc.
DECREASED
Shares342,695 from 343,679
Change-984 (0%)
Value$8.0M (-$110.8K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares225,750 from 202,894
Change+22,856 (+11%)
Value$5.3M (+$456.0K)
Filed 2026-11-05
Precedent Wealth Partners, LLC
INCREASED
Shares214,181 from 190,052
Change+24,129 (+13%)
Value$5.0M (+$489.6K)
Filed 2026-10-21
Central Valley Advisors, LLC
INCREASED
Shares188,479 from 184,560
Change+3,919 (+2%)
Value$4.4M (+$21.6K)
Filed 2026-10-27
Avior Wealth Management, LLC
DECREASED
Shares160,878 from 171,608
Change-10,730 (-6%)
Value$3.7M (-$314.3K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares158,681 from 159,326
Change-645 (0%)
Value$3.7M (-$75.1K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares138,798 from 105,642
Change+33,156 (+31%)
Value$3.2M (+$731.5K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares132,091 from 124,958
Change+7,133 (+6%)
Value$3.1M (+$118.8K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares108,927 from 110,974
Change-2,047 (-2%)
Value$2.5M (-$89.5K)
Filed 2026-11-02
Legacy Private Trust Co.
DECREASED
Shares97,538 from 99,784
Change-2,246 (-2%)
Value$2.3M (-$89.9K)
Filed 2026-10-06
HUB Investment Partners, LLC
INCREASED
Shares93,154 from 30,256
Change+62,898 (+208%)
Value$2.2M (+$1.5M)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares85,440 from 87,804
Change-2,364 (-3%)
Value$2.0M (-$88.1K)
Filed 2026-10-27
Verdence Capital Advisors LLC
NEW
Shares84,404
Change+84,404
Value$2.0M
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares78,675 from 72,726
Change+5,949 (+8%)
Value$1.8M (+$111.0K)
Filed 2026-11-02
Paulson Wealth Management Inc.
DECREASED
Shares77,447 from 77,726
Change-279 (0%)
Value$1.8M (-$35.8K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares76,694 from 75,529
Change+1,165 (+2%)
Value$1.8M (-$1.4K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares68,709 from 90,102
Change-21,393 (-24%)
Value$1.6M (-$531.6K)
Filed 2026-10-23
Old Second National Bank of Aurora
INCREASED
Shares66,783 from 50,354
Change+16,429 (+33%)
Value$1.6M (+$363.2K)
Filed 2026-10-22
Clark Asset Management, LLC
INCREASED
Shares62,854 from 61,999
Change+855 (+1%)
Value$1.5M (-$3.5K)
Filed 2026-10-19
River Street Advisors LLC
INCREASED
Shares61,852 from 46,314
Change+15,538 (+34%)
Value$1.4M (+$344.0K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares52,938 from 41,788
Change+11,150 (+27%)
Value$1.2M (+$243.6K)
Filed 2026-11-05
Farnam Financial LLC
DECREASED
Shares50,935 from 62,710
Change-11,775 (-19%)
Value$1.2M (-$290.6K)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares49,731 from 49,731
Change0 (0%)
Value$1.2M (-$18.8K)
Filed 2026-10-22
Landaas & Co
INCREASED
Shares46,056 from 41,166
Change+4,890 (+12%)
Value$1.1M (+$98.2K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares45,370 from 62,477
Change-17,107 (-27%)
Value$1.1M (-$421.5K)
Filed 2026-10-15
Willis Johnson Wealth, Inc.
INCREASED
Shares42,612 from 42,318
Change+294 (+1%)
Value$991.3K (-$9.1K)
Filed 2026-11-03
Meridian Wealth Management, LLC
UNCHANGED
Shares38,953 from 38,953
Change0 (0%)
Value$906.2K (-$14.7K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
INCREASED
Shares38,214 from 37,782
Change+432 (+1%)
Value$889.0K (-$4.2K)
Filed 2026-10-16
Accurate Wealth Management, LLC
DECREASED
Shares37,476 from 42,563
Change-5,087 (-12%)
Value$872.8K (-$132.7K)
Filed 2026-10-20
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares36,117 from 36,117
Change0 (0%)
Value$840.2K (-$13.6K)
Filed 2026-10-01
Silverlake Wealth Management LLC
NEW
Shares31,467
Change+31,467
Value$732.0K
Filed 2026-10-21
Wealthcare Advisory Partners LLC
DECREASED
Shares29,320 from 31,920
Change-2,600 (-8%)
Value$682.1K (-$72.5K)
Filed 2026-10-21
Sentinel Pension Advisors, LLC
INCREASED
Shares29,058 from 29,041
Change+17 (+0%)
Value$676.0K (-$9.8K)
Filed 2026-11-02
Howard Wealth Management, LLC
INCREASED
Shares25,940 from 25,730
Change+210 (+1%)
Value$603.4K (-$4.8K)
Filed 2026-10-28
Wespac Advisors, LLC
UNCHANGED
Shares25,872 from 25,872
Change0 (0%)
Value$601.9K (-$9.8K)
Filed 2026-10-26
Tlwm
INCREASED
Shares24,315 from 21,953
Change+2,362 (+11%)
Value$565.6K (+$46.7K)
Filed 2026-10-09
Avantax Planning Partners, Inc.
INCREASED
Shares23,584 from 23,422
Change+162 (+1%)
Value$548.6K (-$5.1K)
Filed 2026-11-03
Yankcom Partnership
UNCHANGED
Shares23,226 from 23,226
Change0 (0%)
Value$540.3K (-$8.8K)
Filed 2026-10-15
AA Financial Advisors, LLC
INCREASED
Shares23,102 from 21,608
Change+1,494 (+7%)
Value$537.4K (+$26.6K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares21,198 from 15,426
Change+5,772 (+37%)
Value$493.1K (+$128.5K)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares20,812 from 24,312
Change-3,500 (-14%)
Value$484.1K (-$90.6K)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares20,644
Change+20,644
Value$480.2K
Filed 2026-10-05
Diversify Advisory Services, LLC
NEW
Shares19,911
Change+19,911
Value$464.5K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares19,911
Change+19,911
Value$464.5K
Filed 2026-10-20
Tassel Capital Management, Inc.
INCREASED
Shares18,960 from 12,512
Change+6,448 (+52%)
Value$441.1K (+$145.3K)
Filed 2026-10-20
Bill Few Associates, Inc.
UNCHANGED
Shares17,119 from 17,119
Change0 (0%)
Value$398.2K (-$6.5K)
Filed 2026-10-09
Voisard Asset Management Group, Inc.
DECREASED
Shares16,980 from 21,920
Change-4,940 (-23%)
Value$395.0K (-$123.2K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares16,818 from 16,818
Change0 (0%)
Value$397.6K ($0)
Filed 2026-10-06
Carnegie Investment Counsel
UNCHANGED
Shares16,393 from 16,393
Change0 (0%)
Value$381.3K (-$6.2K)
Filed 2026-10-20
CGN Advisors LLC
INCREASED
Shares15,395 from 10,023
Change+5,372 (+54%)
Value$358.1K (+$121.2K)
Filed 2026-10-21
Cooksen Wealth, LLC
UNCHANGED
Shares14,862 from 14,862
Change0 (0%)
Value$346.7K (-$4.7K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares14,704 from 14,004
Change+700 (+5%)
Value$345.8K (+$14.7K)
Filed 2026-11-04
Creative Planning
UNCHANGED
Shares12,682 from 12,682
Change0 (0%)
Value$295.0K (-$4.8K)
Filed 2026-11-02
Sound Stewardship, LLC
NEW
Shares12,256
Change+12,256
Value$285.1K
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares11,675 from 10,276
Change+1,399 (+14%)
Value$271.6K (+$28.7K)
Filed 2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED
Shares11,427 from 9,317
Change+2,110 (+23%)
Value$267 (-$219.7K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
UNCHANGED
Shares11,354 from 11,354
Change0 (0%)
Value$264.1K (-$4.3K)
Filed 2026-11-02
Invariant Investment Management
INCREASED
Shares10,691 from 10,688
Change+3 (+0%)
Value$249.1K (-$3.7K)
Filed 2026-10-08
Foundry Financial Group, Inc.
INCREASED
Shares10,643 from 9,809
Change+834 (+9%)
Value$247.6K (+$15.7K)
Filed 2026-10-28
BCS Wealth Management
NEW
Shares10,553
Change+10,553
Value$245.5K
Filed 2026-11-03
Well Done, LLC
NEW
Shares10,550
Change+10,550
Value$245.4K
Filed 2026-10-20
Cookson Peirce & Co Inc
INCREASED
Shares10,509 from 9,390
Change+1,119 (+12%)
Value$244.5K (+$22.5K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares10,097 from 9,047
Change+1,050 (+12%)
Value$234.9K (+$21.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,034 from 10,334
Change-300 (-3%)
Value$233.0K (-$11.0K)
Filed 2026-11-02
Members Wealth LLC
INCREASED
Shares9,941 from 8,615
Change+1,326 (+15%)
Value$231.2K (+$27.6K)
Filed 2026-10-20
NorthAvenue LLC
UNCHANGED
Shares9,460 from 9,460
Change0 (0%)
Value$220.1K (-$3.6K)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares9,128 from 9,971
Change-843 (-8%)
Value$212.3K (-$23.4K)
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares8,818 from 8,766
Change+52 (+1%)
Value$205.1K (-$2.1K)
Filed 2026-10-22
Sensible Money, LLC
NEW
Shares8,803
Change+8,803
Value$204.8K
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares7,495
Change+7,495
Value$174.4K
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares7,272 from 9,697
Change-2,425 (-25%)
Value$169.2K (-$60.1K)
Filed 2026-10-08
Larson Financial Group LLC
UNCHANGED
Shares5,349 from 5,349
Change0 (0%)
Value$124.4K (-$2.0K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares4,934 from 4,622
Change+312 (+7%)
Value$114.8K (+$5.5K)
Filed 2026-10-16
First Command Advisory Services, Inc.
DECREASED
Shares2,102 from 6,875
Change-4,773 (-69%)
Value$48.9K (-$113.6K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares850
Change+850
Value$19.8K
Filed 2026-11-03
West Branch Capital LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$11.6K (-$188)
Filed 2026-10-20
Trust Co
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$6.6K (-$107)
Filed 2026-10-09
Marietta Wealth Management, LLC
CLOSED
Shares0 from 30,545
Change-30,545 (-100%)
Value$0 (-$722.1K)
Filed 2026-10-22
Wedmont Private Capital
CLOSED
Shares0 from 30,480
Change-30,480 (-100%)
Value$0 (-$720.1K)
Filed 2026-10-09
Wedbush Securities Inc
CLOSED
Shares0 from 14,824
Change-14,824 (-100%)
Value$0 (-$350.0K)
Filed 2026-10-22
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 7,060
Change-7,060 (-100%)
Value$0 (-$166.9K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,122
Change-2,122 (-100%)
Value$0 (-$50.2K)
Filed 2026-11-04
Assetmark, Inc
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 583,667
Change-583,667 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 511,446
Change-511,446 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 480,377
Change-480,377 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 435,082
Change-435,082 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 416,301
Change-416,301 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 392,401
Change-392,401 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 320,485
Change-320,485 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 245,694
Change-245,694 (-100%)
Value—
UBS Group AG
N/A
Shares— from 222,064
Change-222,064 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 217,832
Change-217,832 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 200,752
Change-200,752 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 178,708
Change-178,708 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 163,122
Change-163,122 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 157,385
Change-157,385 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 131,780
Change-131,780 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 127,095
Change-127,095 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 95,568
Change-95,568 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 94,170
Change-94,170 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 78,505
Change-78,505 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 76,697
Change-76,697 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 64,701
Change-64,701 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 64,087
Change-64,087 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 63,003
Change-63,003 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 57,709
Change-57,709 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 57,158
Change-57,158 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 54,416
Change-54,416 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 51,290
Change-51,290 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 47,946
Change-47,946 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 47,872
Change-47,872 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 47,651
Change-47,651 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 46,644
Change-46,644 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 46,035
Change-46,035 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 46,004
Change-46,004 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 45,686
Change-45,686 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 39,409
Change-39,409 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 38,700
Change-38,700 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 38,550
Change-38,550 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 32,492
Change-32,492 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 28,425
Change-28,425 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 26,625
Change-26,625 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 26,435
Change-26,435 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 25,758
Change-25,758 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 25,530
Change-25,530 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 24,452
Change-24,452 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,058
Change-24,058 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,860
Change-22,860 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,139
Change-22,139 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 21,180
Change-21,180 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20,899
Change-20,899 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 20,875
Change-20,875 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 17,720
Change-17,720 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 16,873
Change-16,873 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 16,377
Change-16,377 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,512
Change-15,512 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 14,904
Change-14,904 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,981
Change-13,981 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,847
Change-13,847 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,786
Change-12,786 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 12,608
Change-12,608 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 11,924
Change-11,924 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,791
Change-10,791 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,722
Change-10,722 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,455
Change-8,455 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 7,422
Change-7,422 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,269
Change-6,269 (-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 3,398
Change-3,398 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Collier Financial
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Status
Key FInancial Inc
INCREASED389,069367,608+21,461+6%$8.7M$9.1M+$360.6K2026-11-02
Financial Solutions Advisory Group, Inc.
DECREASED342,695343,679-9840%$8.1M$8.0M-$110.8K2026-10-28
Thrivent Financial for Lutherans
INCREASED225,750202,894+22,856+11%$4.8M$5.3M+$456.0K2026-11-05
Precedent Wealth Partners, LLC
INCREASED214,181190,052+24,129+13%$4.5M$5.0M+$489.6K2026-10-21
Central Valley Advisors, LLC
INCREASED188,479184,560+3,919+2%$4.4M$4.4M+$21.6K2026-10-27
Avior Wealth Management, LLC
DECREASED160,878171,608-10,730-6%$4.1M$3.7M-$314.3K2026-10-13
Moneco Advisors, LLC
DECREASED158,681159,326-6450%$3.8M$3.7M-$75.1K2026-11-05
Kathmere Capital Management, LLC
INCREASED138,798105,642+33,156+31%$2.5M$3.2M+$731.5K2026-10-20
Asset Dedication, LLC
INCREASED132,091124,958+7,133+6%$3.0M$3.1M+$118.8K2026-11-03
Commonwealth Equity Services, LLC
DECREASED108,927110,974-2,047-2%$2.6M$2.5M-$89.5K2026-11-02
Legacy Private Trust Co.
DECREASED97,53899,784-2,246-2%$2.4M$2.3M-$89.9K2026-10-06
HUB Investment Partners, LLC
INCREASED93,15430,256+62,898+208%$715.3K$2.2M+$1.5M2026-11-03
VestGen Advisors, LLC
DECREASED85,44087,804-2,364-3%$2.1M$2.0M-$88.1K2026-10-27
Verdence Capital Advisors LLC
NEW84,404—+84,404——$2.0M—2026-10-26
Kestra Advisory Services, LLC
INCREASED78,67572,726+5,949+8%$1.7M$1.8M+$111.0K2026-11-02
Paulson Wealth Management Inc.
DECREASED77,44777,726-2790%$1.8M$1.8M-$35.8K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED76,69475,529+1,165+2%$1.8M$1.8M-$1.4K2026-11-04
Signaturefd, LLC
DECREASED68,70990,102-21,393-24%$2.1M$1.6M-$531.6K2026-10-23
Old Second National Bank of Aurora
INCREASED66,78350,354+16,429+33%$1.2M$1.6M+$363.2K2026-10-22
Clark Asset Management, LLC
INCREASED62,85461,999+855+1%$1.5M$1.5M-$3.5K2026-10-19
River Street Advisors LLC
INCREASED61,85246,314+15,538+34%$1.1M$1.4M+$344.0K2026-10-22
Jacobi Capital Management LLC
INCREASED52,93841,788+11,150+27%$987.9K$1.2M+$243.6K2026-11-05
Farnam Financial LLC
DECREASED50,93562,710-11,775-19%$1.5M$1.2M-$290.6K2026-10-21
Garrett Wealth Advisory Group, LLC
UNCHANGED49,73149,73100%$1.2M$1.2M-$18.8K2026-10-22
Landaas & Co
INCREASED46,05641,166+4,890+12%$973.2K$1.1M+$98.2K2026-10-29
Mission Wealth Management, LP
DECREASED45,37062,477-17,107-27%$1.5M$1.1M-$421.5K2026-10-15
Willis Johnson Wealth, Inc.
INCREASED42,61242,318+294+1%$1.0M$991.3K-$9.1K2026-11-03
Meridian Wealth Management, LLC
UNCHANGED38,95338,95300%$920.8K$906.2K-$14.7K2026-11-05
AlphaStar Capital Management, LLC
INCREASED38,21437,782+432+1%$893.2K$889.0K-$4.2K2026-10-16
Accurate Wealth Management, LLC
DECREASED37,47642,563-5,087-12%$1.0M$872.8K-$132.7K2026-10-20
Sarver Vrooman Wealth Advisors
UNCHANGED36,11736,11700%$853.8K$840.2K-$13.6K2026-10-01
Silverlake Wealth Management LLC
NEW31,467—+31,467——$732.0K—2026-10-21
Wealthcare Advisory Partners LLC
DECREASED29,32031,920-2,600-8%$754.6K$682.1K-$72.5K2026-10-21
Sentinel Pension Advisors, LLC
INCREASED29,05829,041+17+0%$685.8K$676.0K-$9.8K2026-11-02
Howard Wealth Management, LLC
INCREASED25,94025,730+210+1%$608.3K$603.4K-$4.8K2026-10-28
Wespac Advisors, LLC
UNCHANGED25,87225,87200%$611.6K$601.9K-$9.8K2026-10-26
Tlwm
INCREASED24,31521,953+2,362+11%$519.0K$565.6K+$46.7K2026-10-09
Avantax Planning Partners, Inc.
INCREASED23,58423,422+162+1%$553.7K$548.6K-$5.1K2026-11-03
Yankcom Partnership
UNCHANGED23,22623,22600%$549.1K$540.3K-$8.8K2026-10-15
AA Financial Advisors, LLC
INCREASED23,10221,608+1,494+7%$510.8K$537.4K+$26.6K2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED21,19815,426+5,772+37%$364.7K$493.1K+$128.5K2026-10-26
Lido Advisors, LLC
DECREASED20,81224,312-3,500-14%$574.7K$484.1K-$90.6K2026-11-04
Horizons Wealth Management
NEW20,644—+20,644——$480.2K—2026-10-05
Diversify Advisory Services, LLC
NEW19,911—+19,911——$464.5K—2026-10-20
Diversify Wealth Management, LLC
NEW19,911—+19,911——$464.5K—2026-10-20
Tassel Capital Management, Inc.
INCREASED18,96012,512+6,448+52%$295.8K$441.1K+$145.3K2026-10-20
Bill Few Associates, Inc.
UNCHANGED17,11917,11900%$404.7K$398.2K-$6.5K2026-10-09
Voisard Asset Management Group, Inc.
DECREASED16,98021,920-4,940-23%$518.2K$395.0K-$123.2K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED16,81816,81800%$397.6K$397.6K$02026-10-06
Carnegie Investment Counsel
UNCHANGED16,39316,39300%$387.5K$381.3K-$6.2K2026-10-20
CGN Advisors LLC
INCREASED15,39510,023+5,372+54%$236.9K$358.1K+$121.2K2026-10-21
Cooksen Wealth, LLC
UNCHANGED14,86214,86200%$351.3K$346.7K-$4.7K2026-10-13
Prospera Financial Services Inc
INCREASED14,70414,004+700+5%$331.1K$345.8K+$14.7K2026-11-04
Creative Planning
UNCHANGED12,68212,68200%$299.8K$295.0K-$4.8K2026-11-02
Sound Stewardship, LLC
NEW12,256—+12,256——$285.1K—2026-10-14
Kestra Private Wealth Services, LLC
INCREASED11,67510,276+1,399+14%$242.9K$271.6K+$28.7K2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED11,4279,317+2,110+23%$220.0K$267-$219.7K2026-10-19
BridgePort Financial Solutions, LLC
UNCHANGED11,35411,35400%$268.4K$264.1K-$4.3K2026-11-02
Invariant Investment Management
INCREASED10,69110,688+3+0%$252.8K$249.1K-$3.7K2026-10-08
Foundry Financial Group, Inc.
INCREASED10,6439,809+834+9%$231.9K$247.6K+$15.7K2026-10-28
BCS Wealth Management
NEW10,553—+10,553——$245.5K—2026-11-03
Well Done, LLC
NEW10,550—+10,550——$245.4K—2026-10-20
Cookson Peirce & Co Inc
INCREASED10,5099,390+1,119+12%$222.0K$244.5K+$22.5K2026-10-30
Nations Financial Group Inc,
INCREASED10,0979,047+1,050+12%$213.9K$234.9K+$21.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED10,03410,334-300-3%$244.0K$233.0K-$11.0K2026-11-02
Members Wealth LLC
INCREASED9,9418,615+1,326+15%$203.6K$231.2K+$27.6K2026-10-20
NorthAvenue LLC
UNCHANGED9,4609,46000%$223.6K$220.1K-$3.6K2026-10-29
Private Trust Co NA
DECREASED9,1289,971-843-8%$235.7K$212.3K-$23.4K2026-10-20
Opulen Financial Group LLC
INCREASED8,8188,766+52+1%$207.2K$205.1K-$2.1K2026-10-22
Sensible Money, LLC
NEW8,803—+8,803——$204.8K—2026-10-20
Latitude Advisors, LLC
NEW7,495—+7,495——$174.4K—2026-10-27
Farther Finance Advisors, LLC
DECREASED7,2729,697-2,425-25%$229.2K$169.2K-$60.1K2026-10-08
Larson Financial Group LLC
UNCHANGED5,3495,34900%$126.5K$124.4K-$2.0K2026-11-05
IFP Advisors, Inc
INCREASED4,9344,622+312+7%$109.3K$114.8K+$5.5K2026-10-16
First Command Advisory Services, Inc.
DECREASED2,1026,875-4,773-69%$162.5K$48.9K-$113.6K2026-11-05
Ascentis Independent Advisors
NEW850—+850——$19.8K—2026-11-03
West Branch Capital LLC
UNCHANGED50050000%$11.8K$11.6K-$1882026-10-20
Trust Co
UNCHANGED28528500%$6.7K$6.6K-$1072026-10-09
Marietta Wealth Management, LLC
CLOSED030,545-30,545-100%$722.1K$0-$722.1K2026-10-22
Wedmont Private Capital
CLOSED030,480-30,480-100%$720.1K$0-$720.1K2026-10-09
Wedbush Securities Inc
CLOSED014,824-14,824-100%$350.0K$0-$350.0K2026-10-22
Knights of Columbus Asset Advisors LLC
CLOSED07,060-7,060-100%$166.9K$0-$166.9K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED02,122-2,122-100%$50.2K$0-$50.2K2026-11-04
Assetmark, Inc
CLOSED049-49-100%$1.2K$0-$1.2K2026-10-21
Morgan Stanley
N/A—583,667-583,667-100%$13.8M———
LPL Financial LLC
N/A—511,446-511,446-100%$12.1M———
Bank of America Corp
N/A—480,377-480,377-100%$11.4M———
Wells Fargo & Company
N/A—435,082-435,082-100%$10.3M———
Invesco Ltd.
N/A—416,301-416,301-100%$9.8M———
Raymond James Financial Inc
N/A—392,401-392,401-100%$9.3M———
Atlantic Union Bankshares Corp
N/A—320,485-320,485-100%$7.6M———
HighTower Advisors, LLC
N/A—245,694-245,694-100%$5.8M———
UBS Group AG
N/A—222,064-222,064-100%$5.2M———
NewEdge Advisors, LLC
N/A—217,832-217,832-100%$5.1M———
Integrated Wealth Concepts LLC
N/A—200,752-200,752-100%$4.7M———
Hills Bank & Trust Co
N/A—178,708-178,708-100%$4.2M———
Osaic Holdings, Inc.
N/A—163,122-163,122-100%$3.9M———
Summit Financial, LLC
N/A—157,385-157,385-100%$3.7M———
Envestnet Asset Management Inc
N/A—131,780-131,780-100%$3.1M———
Ameriprise Financial Inc
N/A—127,095-127,095-100%$3.0M———
MML Investors Services, LLC
N/A—95,568-95,568-100%$2.3M———
Northwestern Mutual Wealth Management Co
N/A—94,170-94,170-100%$2.2M———
Stifel Financial Corp
N/A—78,505-78,505-100%$1.9M———
Jones Financial Companies Lllp
N/A—76,697-76,697-100%$1.8M———
Royal Bank of Canada
N/A—64,701-64,701-100%$1.5M———
Kinetic Wealth Investment Advisors LLC
N/A—64,087-64,087-100%$1.5M———
Equitable Holdings, Inc.
N/A—63,003-63,003-100%$1.5M———
Old Mission Capital LLC
N/A—57,709-57,709-100%$1.4M———
Aptus Capital Advisors, LLC
N/A—57,158-57,158-100%$1.4M———
Private Advisor Group, LLC
N/A—54,416-54,416-100%$1.3M———
Farmers National Bank
N/A—51,290-51,290-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—47,946-47,946-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—47,872-47,872-100%$1.1M———
PAX Financial Group, LLC
N/A—47,651-47,651-100%$1.1M———
Brown Advisory Inc
N/A—46,644-46,644-100%$1.1M———
Jane Street Group, LLC
N/A—46,035-46,035-100%$1.1M———
Captrust Financial Advisors
N/A—46,004-46,004-100%$1.1M———
Waverly Advisors, LLC
N/A—45,686-45,686-100%$1.1M———
Vermillion & White Wealth Management Group, LLC
N/A—39,409-39,409-100%$931.6K———
Webster Bank, N. A.
N/A—38,700-38,700-100%$914.9K———
Sanctuary Advisors, LLC
N/A—38,550-38,550-100%$911.3K———
OneAscent Financial Services LLC
N/A—32,492-32,492-100%$768.1K———
Hobbs Group Advisors, LLC
N/A—28,425-28,425-100%$672.0K———
Huntington National Bank
N/A—26,625-26,625-100%$629.4K———
Cetera Investment Advisers
N/A—26,435-26,435-100%$624.9K———
HighPoint Advisor Group LLC
N/A—25,758-25,758-100%$608.9K———
Heritage Trust Co
N/A—25,530-25,530-100%$603.5K———
Kickstand Ventures, Llc.
N/A—24,452-24,452-100%$578.0K———
OneDigital Investment Advisors LLC
N/A—24,058-24,058-100%$568.7K———
Sequoia Financial Advisors, LLC
N/A—22,860-22,860-100%$540.4K———
Ausdal Financial Partners, Inc.
N/A—22,139-22,139-100%$523.4K———
Baird Financial Group, Inc.
N/A—21,180-21,180-100%$500.7K———
Harbour Investments, Inc.
N/A—20,899-20,899-100%$494.1K———
Bluespring Wealth Management, LLC
N/A—20,875-20,875-100%$493.5K———
Coastal Bridge Advisors, LLC
N/A—17,720-17,720-100%$418.9K———
Clearstead Advisors, LLC
N/A—16,873-16,873-100%$398.9K———
Savant Capital, LLC
N/A—16,377-16,377-100%$387.2K———
Beacon Pointe Advisors, LLC
N/A—15,512-15,512-100%$366.7K———
Vestmark Advisory Solutions, Inc.
N/A—14,904-14,904-100%$352.3K———
Capital Analysts, LLC
N/A—13,981-13,981-100%$331.0K———
IFG Advisory, LLC
N/A—13,847-13,847-100%$327.3K———
World Investment Advisors
N/A—12,786-12,786-100%$302.4K———
Intentional Wealth Strategies, LLC
N/A—12,608-12,608-100%$298.1K———
Opus Financial Solutions LLC
N/A—11,924-11,924-100%$281.9K———
Leavell Investment Management, Inc.
N/A—11,600-11,600-100%$274.2K———
Advisory Services Network, LLC
N/A—11,047-11,047-100%$261.2K———
Benjamin Edwards Inc
N/A—10,791-10,791-100%$255.1K———
Citadel Advisors LLC
N/A—10,722-10,722-100%$253.5K———
Western Wealth Management, LLC
N/A—10,600-10,600-100%$250.6K———
Crews Bank & Trust
N/A—8,455-8,455-100%$199.9K———
Anchor Investment Management, LLC
N/A—8,200-8,200-100%$193.8K———
Addison Advisors LLC
N/A—7,422-7,422-100%$175.5K———
PNC Financial Services Group, Inc.
N/A—6,269-6,269-100%$148.2K———
Colonial Trust Advisors
N/A—3,600-3,600-100%$85.1K———
O'shaughnessy Asset Management, LLC
N/A—3,398-3,398-100%$80.3K———
Geneos Wealth Management Inc.
N/A—3,100-3,100-100%$73.3K———
Collier Financial
N/A—1,949-1,949-100%$46.1K———
Showing 157 of 157 institutions