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Invesco Bulletshares 2026 MB (BSMQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Key FInancial Inc
DECREASED
Shares290,342 from 292,767
Change-2,425 (-1%)
Value$6.8M (-$92.4K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares239,510 from 201,284
Change+38,226 (+19%)
Value$5.6M (+$870.9K)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares209,963 from 206,624
Change+3,339 (+2%)
Value$4.9M (+$53.1K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares176,596 from 169,241
Change+7,355 (+4%)
Value$4.1M (+$151.0K)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares161,688 from 156,263
Change+5,425 (+3%)
Value$3.8M (+$108.1K)
Filed 2026-11-05
Precedent Wealth Partners, LLC
INCREASED
Shares141,624 from 127,638
Change+13,986 (+11%)
Value$3.3M (+$312.1K)
Filed 2026-10-21
Paulson Wealth Management Inc.
INCREASED
Shares74,624 from 71,908
Change+2,716 (+4%)
Value$1.7M (+$54.9K)
Filed 2026-11-02
Verdence Capital Advisors LLC
NEW
Shares69,111
Change+69,111
Value$1.6M
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares60,323 from 69,067
Change-8,744 (-13%)
Value$1.4M (-$213.2K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares59,899 from 102,872
Change-42,973 (-42%)
Value$1.4M (-$1.0M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares58,921 from 10,851
Change+48,070 (+443%)
Value$1.4M (+$1.1M)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares56,044 from 56,860
Change-816 (-1%)
Value$1.3M (-$26.0K)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares53,001 from 41,826
Change+11,175 (+27%)
Value$1.2M (+$256.7K)
Filed 2026-11-05
Legacy Private Trust Co.
DECREASED
Shares52,632 from 98,376
Change-45,744 (-46%)
Value$1.2M (-$1.1M)
Filed 2026-10-06
Kestra Advisory Services, LLC
INCREASED
Shares51,758 from 40,648
Change+11,110 (+27%)
Value$1.2M (+$255.3K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares50,945 from 51,997
Change-1,052 (-2%)
Value$1.2M (-$31.0K)
Filed 2026-11-04
Clark Asset Management, LLC
INCREASED
Shares48,475 from 37,669
Change+10,806 (+29%)
Value$1.1M (+$248.5K)
Filed 2026-10-19
Farnam Financial LLC
DECREASED
Shares48,443 from 65,728
Change-17,285 (-26%)
Value$1.1M (-$410.4K)
Filed 2026-10-21
Resonant Capital Advisors, LLC
DECREASED
Shares48,138 from 62,865
Change-14,727 (-23%)
Value$1.1M (-$352.6K)
Filed 2026-10-15
Willis Johnson Wealth, Inc.
INCREASED
Shares42,869 from 42,568
Change+301 (+1%)
Value$1.0M (+$1.9K)
Filed 2026-11-03
Kathmere Capital Management, LLC
DECREASED
Shares41,605 from 42,237
Change-632 (-1%)
Value$974.5K (-$19.9K)
Filed 2026-10-20
Voisard Asset Management Group, Inc.
DECREASED
Shares38,607 from 41,355
Change-2,748 (-7%)
Value$904.3K (-$69.4K)
Filed 2026-10-13
Meridian Wealth Management, LLC
UNCHANGED
Shares37,846 from 37,846
Change0 (0%)
Value$886.5K (-$4.6K)
Filed 2026-11-05
Sentinel Pension Advisors, LLC
INCREASED
Shares36,235 from 36,175
Change+60 (+0%)
Value$848.7K (-$4.3K)
Filed 2026-11-02
AlphaStar Capital Management, LLC
INCREASED
Shares36,122 from 35,765
Change+357 (+1%)
Value$846.1K (+$4.0K)
Filed 2026-10-16
Accurate Wealth Management, LLC
DECREASED
Shares33,758 from 46,651
Change-12,893 (-28%)
Value$791.6K (-$308.2K)
Filed 2026-10-20
Mission Wealth Management, LP
UNCHANGED
Shares32,098 from 32,098
Change0 (0%)
Value$751.8K (-$3.9K)
Filed 2026-10-15
AA Financial Advisors, LLC
INCREASED
Shares31,186 from 23,033
Change+8,153 (+35%)
Value$730.5K (+$188.2K)
Filed 2026-10-19
Howard Wealth Management, LLC
INCREASED
Shares25,945 from 25,735
Change+210 (+1%)
Value$607.7K (+$1.8K)
Filed 2026-10-28
Silverlake Wealth Management LLC
NEW
Shares25,431
Change+25,431
Value$595.7K
Filed 2026-10-21
Tlwm
INCREASED
Shares24,135 from 21,820
Change+2,315 (+11%)
Value$565.3K (+$51.6K)
Filed 2026-10-09
Clear Harbor Asset Management, LLC
INCREASED
Shares23,365 from 23,185
Change+180 (+1%)
Value$547.3K (+$1.4K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares23,329 from 26,329
Change-3,000 (-11%)
Value$546.4K (-$73.5K)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares22,863
Change+22,863
Value$535.5K
Filed 2026-10-05
Wingate Wealth Advisors, Inc.
INCREASED
Shares21,203 from 15,452
Change+5,751 (+37%)
Value$496.6K (+$132.8K)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares20,870 from 19,021
Change+1,849 (+10%)
Value$488.8K (+$41.0K)
Filed 2026-11-06
Yankcom Partnership
UNCHANGED
Shares19,340 from 19,340
Change0 (0%)
Value$453.0K (-$2.4K)
Filed 2026-10-15
Soltis Investment Advisors LLC
DECREASED
Shares17,543 from 18,688
Change-1,145 (-6%)
Value$410.9K (-$29.1K)
Filed 2026-10-28
Bill Few Associates, Inc.
UNCHANGED
Shares17,462 from 17,462
Change0 (0%)
Value$409.0K (-$2.1K)
Filed 2026-10-09
Tassel Capital Management, Inc.
INCREASED
Shares16,844 from 16,754
Change+90 (+1%)
Value$394.5K (+$59)
Filed 2026-10-20
Cambridge Financial Group, LLC
UNCHANGED
Shares16,727 from 16,727
Change0 (0%)
Value$393.8K ($0)
Filed 2026-10-06
Savant Capital, LLC
DECREASED
Shares16,007 from 16,200
Change-193 (-1%)
Value$374.9K (-$6.5K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares15,154 from 17,754
Change-2,600 (-15%)
Value$355.0K (-$63.1K)
Filed 2026-10-21
Carnegie Investment Counsel
UNCHANGED
Shares15,078 from 15,078
Change0 (0%)
Value$353.2K (-$1.8K)
Filed 2026-10-20
Cooksen Wealth, LLC
UNCHANGED
Shares14,776 from 14,776
Change0 (0%)
Value$346.2K (-$1.7K)
Filed 2026-10-13
OAK Family Advisors, LLC
UNCHANGED
Shares14,338 from 14,338
Change0 (0%)
Value$335.8K (-$1.7K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
DECREASED
Shares13,372 from 13,678
Change-306 (-2%)
Value$313.2K (-$8.8K)
Filed 2026-11-03
Wespac Advisors, LLC
UNCHANGED
Shares13,257 from 13,257
Change0 (0%)
Value$310.5K (-$1.6K)
Filed 2026-10-26
Opulen Financial Group LLC
INCREASED
Shares13,041 from 12,950
Change+91 (+1%)
Value$305.5K (+$571)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares12,927 from 12,914
Change+13 (+0%)
Value$303.5K (-$583)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares12,751 from 12,665
Change+86 (+1%)
Value$298.7K (+$485)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
UNCHANGED
Shares11,403 from 11,403
Change0 (0%)
Value$267.1K (-$1.4K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares11,223 from 16,761
Change-5,538 (-33%)
Value$262.9K (-$131.8K)
Filed 2026-10-08
Diversify Advisory Services, LLC
INCREASED
Shares11,082 from 11,031
Change+51 (+0%)
Value$260.3K (+$813)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares11,082 from 11,031
Change+51 (+0%)
Value$260.3K (+$813)
Filed 2026-10-20
Foundry Financial Group, Inc.
INCREASED
Shares10,663 from 9,942
Change+721 (+7%)
Value$249.8K (+$15.7K)
Filed 2026-10-28
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares10,302 from 10,302
Change0 (0%)
Value$241.3K (-$1.3K)
Filed 2026-11-04
Nations Financial Group Inc,
DECREASED
Shares9,109 from 9,310
Change-201 (-2%)
Value$213.4K (-$5.8K)
Filed 2026-11-05
Community Bank & Trust, Waco, Texas
NEW
Shares8,791
Change+8,791
Value$206
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares7,943 from 7,943
Change0 (0%)
Value$186.1K (-$967)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares6,239
Change+6,239
Value$146.1K
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares5,337 from 5,337
Change0 (0%)
Value$125.0K (-$650)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares4,900 from 4,700
Change+200 (+4%)
Value$114.8K (+$4.1K)
Filed 2026-10-16
Davis Capital Management
DECREASED
Shares3,727 from 4,027
Change-300 (-7%)
Value$87.3K (-$7.5K)
Filed 2026-10-08
NorthAvenue LLC
UNCHANGED
Shares3,144 from 3,144
Change0 (0%)
Value$73.6K (-$383)
Filed 2026-10-29
First Command Advisory Services, Inc.
DECREASED
Shares1,055 from 3,443
Change-2,388 (-69%)
Value$24.7K (-$56.4K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares850
Change+850
Value$19.9K
Filed 2026-11-03
Trust Co
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$6.7K (-$35)
Filed 2026-10-09
Truist Financial Corp
CLOSED
Shares0 from 335,727
Change-335,727 (-100%)
Value$0 (-$7.9M)
Filed 2026-10-30
Financial Solutions Advisory Group, Inc.
CLOSED
Shares0 from 111,930
Change-111,930 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-28
Wedmont Private Capital
CLOSED
Shares0 from 30,475
Change-30,475 (-100%)
Value$0 (-$718.4K)
Filed 2026-10-09
Marietta Wealth Management, LLC
CLOSED
Shares0 from 30,334
Change-30,334 (-100%)
Value$0 (-$714.2K)
Filed 2026-10-22
River Street Advisors LLC
CLOSED
Shares0 from 14,645
Change-14,645 (-100%)
Value$0 (-$344.8K)
Filed 2026-10-22
Opus Financial Solutions LLC
CLOSED
Shares0 from 14,082
Change-14,082 (-100%)
Value$0 (-$331.6K)
Filed 2026-11-06
Members Wealth LLC
CLOSED
Shares0 from 12,962
Change-12,962 (-100%)
Value$0 (-$305.2K)
Filed 2026-10-20
Old Second National Bank of Aurora
CLOSED
Shares0 from 9,692
Change-9,692 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-22
Venture Visionary Partners LLC
CLOSED
Shares0 from 8,900
Change-8,900 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-07
CGN Advisors LLC
CLOSED
Shares0 from 8,872
Change-8,872 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 7,050
Change-7,050 (-100%)
Value$0 (-$166.0K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,128
Change-2,128 (-100%)
Value$0 (-$50.1K)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 547,171
Change-547,171 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 460,854
Change-460,854 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 422,368
Change-422,368 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 417,403
Change-417,403 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 247,990
Change-247,990 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 220,583
Change-220,583 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 220,272
Change-220,272 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 197,332
Change-197,332 (-100%)
Value—
UBS Group AG
N/A
Shares— from 189,315
Change-189,315 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 179,413
Change-179,413 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 176,914
Change-176,914 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 167,277
Change-167,277 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 155,418
Change-155,418 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 154,762
Change-154,762 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 139,089
Change-139,089 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 137,043
Change-137,043 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 123,166
Change-123,166 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 103,243
Change-103,243 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 90,628
Change-90,628 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 77,363
Change-77,363 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 66,923
Change-66,923 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 66,518
Change-66,518 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 51,939
Change-51,939 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 47,824
Change-47,824 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 47,011
Change-47,011 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 46,881
Change-46,881 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 46,256
Change-46,256 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 39,966
Change-39,966 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 39,171
Change-39,171 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 37,026
Change-37,026 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 34,713
Change-34,713 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 34,400
Change-34,400 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 32,887
Change-32,887 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,214
Change-32,214 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,569
Change-30,569 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,204
Change-29,204 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 27,906
Change-27,906 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 26,809
Change-26,809 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 24,866
Change-24,866 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,328
Change-24,328 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 23,607
Change-23,607 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 22,875
Change-22,875 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20,287
Change-20,287 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 18,167
Change-18,167 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 18,156
Change-18,156 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,132
Change-18,132 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,669
Change-14,669 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 14,120
Change-14,120 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,296
Change-13,296 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,861
Change-12,861 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,761
Change-10,761 (-100%)
Value—
&partners
N/A
Shares— from 10,079
Change-10,079 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,006
Change-10,006 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,785
Change-9,785 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,256
Change-7,256 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Collier Financial
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Status
Key FInancial Inc
DECREASED290,342292,767-2,425-1%$6.9M$6.8M-$92.4K2026-11-02
HUB Investment Partners, LLC
INCREASED239,510201,284+38,226+19%$4.7M$5.6M+$870.9K2026-11-03
Asset Dedication, LLC
INCREASED209,963206,624+3,339+2%$4.9M$4.9M+$53.1K2026-11-03
Thrivent Financial for Lutherans
INCREASED176,596169,241+7,355+4%$4.0M$4.1M+$151.0K2026-11-05
Moneco Advisors, LLC
INCREASED161,688156,263+5,425+3%$3.7M$3.8M+$108.1K2026-11-05
Precedent Wealth Partners, LLC
INCREASED141,624127,638+13,986+11%$3.0M$3.3M+$312.1K2026-10-21
Paulson Wealth Management Inc.
INCREASED74,62471,908+2,716+4%$1.7M$1.7M+$54.9K2026-11-02
Verdence Capital Advisors LLC
NEW69,111—+69,111——$1.6M—2026-10-26
Signaturefd, LLC
DECREASED60,32369,067-8,744-13%$1.6M$1.4M-$213.2K2026-10-23
Commonwealth Equity Services, LLC
DECREASED59,899102,872-42,973-42%$2.4M$1.4M-$1.0M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED58,92110,851+48,070+443%$255.8K$1.4M+$1.1M2026-10-13
PNC Financial Services Group, Inc.
DECREASED56,04456,860-816-1%$1.3M$1.3M-$26.0K2026-11-06
Jacobi Capital Management LLC
INCREASED53,00141,826+11,175+27%$984.8K$1.2M+$256.7K2026-11-05
Legacy Private Trust Co.
DECREASED52,63298,376-45,744-46%$2.3M$1.2M-$1.1M2026-10-06
Kestra Advisory Services, LLC
INCREASED51,75840,648+11,110+27%$957.1K$1.2M+$255.3K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED50,94551,997-1,052-2%$1.2M$1.2M-$31.0K2026-11-04
Clark Asset Management, LLC
INCREASED48,47537,669+10,806+29%$886.9K$1.1M+$248.5K2026-10-19
Farnam Financial LLC
DECREASED48,44365,728-17,285-26%$1.5M$1.1M-$410.4K2026-10-21
Resonant Capital Advisors, LLC
DECREASED48,13862,865-14,727-23%$1.5M$1.1M-$352.6K2026-10-15
Willis Johnson Wealth, Inc.
INCREASED42,86942,568+301+1%$1.0M$1.0M+$1.9K2026-11-03
Kathmere Capital Management, LLC
DECREASED41,60542,237-632-1%$994.5K$974.5K-$19.9K2026-10-20
Voisard Asset Management Group, Inc.
DECREASED38,60741,355-2,748-7%$973.7K$904.3K-$69.4K2026-10-13
Meridian Wealth Management, LLC
UNCHANGED37,84637,84600%$891.1K$886.5K-$4.6K2026-11-05
Sentinel Pension Advisors, LLC
INCREASED36,23536,175+60+0%$853.0K$848.7K-$4.3K2026-11-02
AlphaStar Capital Management, LLC
INCREASED36,12235,765+357+1%$842.1K$846.1K+$4.0K2026-10-16
Accurate Wealth Management, LLC
DECREASED33,75846,651-12,893-28%$1.1M$791.6K-$308.2K2026-10-20
Mission Wealth Management, LP
UNCHANGED32,09832,09800%$755.7K$751.8K-$3.9K2026-10-15
AA Financial Advisors, LLC
INCREASED31,18623,033+8,153+35%$542.3K$730.5K+$188.2K2026-10-19
Howard Wealth Management, LLC
INCREASED25,94525,735+210+1%$605.9K$607.7K+$1.8K2026-10-28
Silverlake Wealth Management LLC
NEW25,431—+25,431——$595.7K—2026-10-21
Tlwm
INCREASED24,13521,820+2,315+11%$513.8K$565.3K+$51.6K2026-10-09
Clear Harbor Asset Management, LLC
INCREASED23,36523,185+180+1%$545.9K$547.3K+$1.4K2026-11-05
Lido Advisors, LLC
DECREASED23,32926,329-3,000-11%$619.9K$546.4K-$73.5K2026-11-04
Horizons Wealth Management
NEW22,863—+22,863——$535.5K—2026-10-05
Wingate Wealth Advisors, Inc.
INCREASED21,20315,452+5,751+37%$363.8K$496.6K+$132.8K2026-10-26
Clearstead Advisors, LLC
INCREASED20,87019,021+1,849+10%$447.8K$488.8K+$41.0K2026-11-06
Yankcom Partnership
UNCHANGED19,34019,34000%$455.4K$453.0K-$2.4K2026-10-15
Soltis Investment Advisors LLC
DECREASED17,54318,688-1,145-6%$440.0K$410.9K-$29.1K2026-10-28
Bill Few Associates, Inc.
UNCHANGED17,46217,46200%$411.1K$409.0K-$2.1K2026-10-09
Tassel Capital Management, Inc.
INCREASED16,84416,754+90+1%$394.5K$394.5K+$592026-10-20
Cambridge Financial Group, LLC
UNCHANGED16,72716,72700%$393.8K$393.8K$02026-10-06
Savant Capital, LLC
DECREASED16,00716,200-193-1%$381.4K$374.9K-$6.5K2026-11-06
Wealthcare Advisory Partners LLC
DECREASED15,15417,754-2,600-15%$418.0K$355.0K-$63.1K2026-10-21
Carnegie Investment Counsel
UNCHANGED15,07815,07800%$355.0K$353.2K-$1.8K2026-10-20
Cooksen Wealth, LLC
UNCHANGED14,77614,77600%$347.9K$346.2K-$1.7K2026-10-13
OAK Family Advisors, LLC
UNCHANGED14,33814,33800%$337.6K$335.8K-$1.7K2026-10-19
Tennessee Valley Asset Management Partners
DECREASED13,37213,678-306-2%$322.1K$313.2K-$8.8K2026-11-03
Wespac Advisors, LLC
UNCHANGED13,25713,25700%$312.1K$310.5K-$1.6K2026-10-26
Opulen Financial Group LLC
INCREASED13,04112,950+91+1%$304.9K$305.5K+$5712026-10-22
Prospera Financial Services Inc
INCREASED12,92712,914+13+0%$304.1K$303.5K-$5832026-11-04
Axxcess Wealth Management, LLC
INCREASED12,75112,665+86+1%$298.2K$298.7K+$4852026-10-21
BridgePort Financial Solutions, LLC
UNCHANGED11,40311,40300%$268.5K$267.1K-$1.4K2026-11-02
Farther Finance Advisors, LLC
DECREASED11,22316,761-5,538-33%$394.6K$262.9K-$131.8K2026-10-08
Diversify Advisory Services, LLC
INCREASED11,08211,031+51+0%$259.5K$260.3K+$8132026-10-20
Diversify Wealth Management, LLC
INCREASED11,08211,031+51+0%$259.5K$260.3K+$8132026-10-20
Foundry Financial Group, Inc.
INCREASED10,6639,942+721+7%$234.1K$249.8K+$15.7K2026-10-28
Kohmann Bosshard Financial Services, LLC
UNCHANGED10,30210,30200%$242.6K$241.3K-$1.3K2026-11-04
Nations Financial Group Inc,
DECREASED9,1099,310-201-2%$219.2K$213.4K-$5.8K2026-11-05
Community Bank & Trust, Waco, Texas
NEW8,791—+8,791——$206—2026-10-19
Private Trust Co NA
UNCHANGED7,9437,94300%$187.0K$186.1K-$9672026-10-20
Latitude Advisors, LLC
NEW6,239—+6,239——$146.1K—2026-10-27
Larson Financial Group LLC
UNCHANGED5,3375,33700%$125.7K$125.0K-$6502026-11-05
IFP Advisors, Inc
INCREASED4,9004,700+200+4%$110.7K$114.8K+$4.1K2026-10-16
Davis Capital Management
DECREASED3,7274,027-300-7%$94.8K$87.3K-$7.5K2026-10-08
NorthAvenue LLC
UNCHANGED3,1443,14400%$74.0K$73.6K-$3832026-10-29
First Command Advisory Services, Inc.
DECREASED1,0553,443-2,388-69%$81.1K$24.7K-$56.4K2026-11-05
Ascentis Independent Advisors
NEW850—+850——$19.9K—2026-11-03
Trust Co
UNCHANGED28628600%$6.7K$6.7K-$352026-10-09
Truist Financial Corp
CLOSED0335,727-335,727-100%$7.9M$0-$7.9M2026-10-30
Financial Solutions Advisory Group, Inc.
CLOSED0111,930-111,930-100%$2.6M$0-$2.6M2026-10-28
Wedmont Private Capital
CLOSED030,475-30,475-100%$718.4K$0-$718.4K2026-10-09
Marietta Wealth Management, LLC
CLOSED030,334-30,334-100%$714.2K$0-$714.2K2026-10-22
River Street Advisors LLC
CLOSED014,645-14,645-100%$344.8K$0-$344.8K2026-10-22
Opus Financial Solutions LLC
CLOSED014,082-14,082-100%$331.6K$0-$331.6K2026-11-06
Members Wealth LLC
CLOSED012,962-12,962-100%$305.2K$0-$305.2K2026-10-20
Old Second National Bank of Aurora
CLOSED09,692-9,692-100%$228.2K$0-$228.2K2026-10-22
Venture Visionary Partners LLC
CLOSED08,900-8,900-100%$209.6K$0-$209.6K2026-10-07
CGN Advisors LLC
CLOSED08,872-8,872-100%$208.9K$0-$208.9K2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED07,050-7,050-100%$166.0K$0-$166.0K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED02,128-2,128-100%$50.1K$0-$50.1K2026-11-04
Wells Fargo & Company
N/A—547,171-547,171-100%$12.9M———
LPL Financial LLC
N/A—460,854-460,854-100%$10.9M———
Invesco Ltd.
N/A—422,368-422,368-100%$9.9M———
Bank of America Corp
N/A—417,403-417,403-100%$9.8M———
Morgan Stanley
N/A—247,990-247,990-100%$5.8M———
Osaic Holdings, Inc.
N/A—220,583-220,583-100%$5.2M———
Atlantic Union Bankshares Corp
N/A—220,272-220,272-100%$5.2M———
NewEdge Advisors, LLC
N/A—197,332-197,332-100%$4.6M———
UBS Group AG
N/A—189,315-189,315-100%$4.5M———
Integrated Wealth Concepts LLC
N/A—179,413-179,413-100%$4.2M———
Envestnet Asset Management Inc
N/A—176,914-176,914-100%$4.2M———
Raymond James Financial Inc
N/A—167,277-167,277-100%$3.9M———
HighTower Advisors, LLC
N/A—155,418-155,418-100%$3.7M———
Summit Financial, LLC
N/A—154,762-154,762-100%$3.6M———
OneAscent Financial Services LLC
N/A—139,089-139,089-100%$3.3M———
Hills Bank & Trust Co
N/A—137,043-137,043-100%$3.2M———
Ameriprise Financial Inc
N/A—123,166-123,166-100%$2.9M———
Northwestern Mutual Wealth Management Co
N/A—103,243-103,243-100%$2.4M———
MML Investors Services, LLC
N/A—90,628-90,628-100%$2.1M———
Stifel Financial Corp
N/A—77,363-77,363-100%$1.8M———
Jane Street Group, LLC
N/A—66,923-66,923-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—66,518-66,518-100%$1.6M———
Farmers National Bank
N/A—51,939-51,939-100%$1.2M———
PAX Financial Group, LLC
N/A—47,824-47,824-100%$1.1M———
Waverly Advisors, LLC
N/A—47,011-47,011-100%$1.1M———
Citadel Advisors LLC
N/A—46,881-46,881-100%$1.1M———
Jones Financial Companies Lllp
N/A—46,256-46,256-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—39,966-39,966-100%$941.0K———
Private Advisor Group, LLC
N/A—39,171-39,171-100%$922.3K———
Webster Bank, N. A.
N/A—37,026-37,026-100%$871.8K———
OneDigital Investment Advisors LLC
N/A—34,713-34,713-100%$817.3K———
Brown Advisory Inc
N/A—34,400-34,400-100%$809.9K———
Vermillion & White Wealth Management Group, LLC
N/A—32,887-32,887-100%$774.3K———
Equitable Holdings, Inc.
N/A—32,214-32,214-100%$758.5K———
Beacon Pointe Advisors, LLC
N/A—30,569-30,569-100%$719.7K———
Steward Partners Investment Advisory, LLC
N/A—29,204-29,204-100%$687.6K———
Captrust Financial Advisors
N/A—27,906-27,906-100%$657.0K———
Cetera Investment Advisers
N/A—26,809-26,809-100%$631.2K———
Kickstand Ventures, Llc.
N/A—24,866-24,866-100%$585.5K———
Susquehanna International Group, LLP
N/A—24,328-24,328-100%$572.8K———
Hobbs Group Advisors, LLC
N/A—23,607-23,607-100%$555.8K———
Crews Bank & Trust
N/A—22,875-22,875-100%$538.6K———
Sequoia Financial Advisors, LLC
N/A—21,320-21,320-100%$502.0K———
Harbour Investments, Inc.
N/A—20,287-20,287-100%$477.7K———
Horizon Family Wealth, Inc.
N/A—18,167-18,167-100%$427.7K———
Heritage Trust Co
N/A—18,156-18,156-100%$427.5K———
Sanctuary Advisors, LLC
N/A—18,132-18,132-100%$426.9K———
Huntington National Bank
N/A—17,432-17,432-100%$410.4K———
Fourth Dimension Wealth, LLC
N/A—14,935-14,935-100%$351.6K———
Royal Bank of Canada
N/A—14,669-14,669-100%$345.0K———
Bluespring Wealth Management, LLC
N/A—14,120-14,120-100%$332.5K———
IHT Wealth Management, LLC
N/A—13,296-13,296-100%$313.1K———
Western Wealth Management, LLC
N/A—12,861-12,861-100%$302.8K———
Northeast Planning Associates, Inc. / NH /
N/A—11,077-11,077-100%$260.8K———
Capital Analysts, LLC
N/A—10,761-10,761-100%$253.0K———
&partners
N/A—10,079-10,079-100%$237.3K———
Ausdal Financial Partners, Inc.
N/A—10,006-10,006-100%$235.6K———
Advisory Services Network, LLC
N/A—9,785-9,785-100%$230.4K———
Baird Financial Group, Inc.
N/A—9,529-9,529-100%$224.4K———
EP Wealth Advisors, LLC
N/A—7,976-7,976-100%$187.8K———
IFG Advisory, LLC
N/A—7,256-7,256-100%$170.8K———
Addison Advisors LLC
N/A—5,218-5,218-100%$122.9K———
Geneos Wealth Management Inc.
N/A—3,200-3,200-100%$75.4K———
Collier Financial
N/A—1,930-1,930-100%$45.4K———
Elequin Capital, LP
N/A—1,909-1,909-100%$44.9K———
Nalls Sherbakoff Group, LLC
N/A—799-799-100%$18.8K———
Showing 146 of 146 institutions