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Invesco Bulletshares 2027 HY (BSJR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mirador Capital Partners LP
INCREASED
Shares3,226,238 from 2,395,160
Change+831,078 (+35%)
Value$71.3M (+$17.8M)
Filed 2026-10-09
Collective Family Office LLC
INCREASED
Shares828,959 from 366,184
Change+462,775 (+126%)
Value$18.3M (+$10.1M)
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares786,843 from 768,762
Change+18,081 (+2%)
Value$17.4M (+$214.7K)
Filed 2026-11-03
Accurate Wealth Management, LLC
INCREASED
Shares744,425 from 475,561
Change+268,864 (+57%)
Value$16.5M (+$5.9M)
Filed 2026-10-20
Altium Investment Strategies LLC
INCREASED
Shares744,425 from 475,561
Change+268,864 (+57%)
Value$16.5M (+$5.9M)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares674,345 from 713,232
Change-38,887 (-5%)
Value$14.9M (-$1.0M)
Filed 2026-11-05
Parkway Wealth Management Group, LLC
INCREASED
Shares462,544 from 456,265
Change+6,279 (+1%)
Value$10.2M (+$29.0K)
Filed 2026-10-20
Verity Asset Management, Inc.
INCREASED
Shares363,683 from 362,888
Change+795 (+0%)
Value$8.0M (-$69.7K)
Filed 2026-10-30
Ironwood Financial, llc
DECREASED
Shares347,077 from 358,454
Change-11,377 (-3%)
Value$7.7M (-$350.9K)
Filed 2026-10-20
SFE Investment Counsel
DECREASED
Shares345,932 from 358,973
Change-13,041 (-4%)
Value$7.6M (-$374.6K)
Filed 2026-10-29
Banta Asset Management LP
DECREASED
Shares326,885 from 330,285
Change-3,400 (-1%)
Value$7.2M (-$154.6K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares305,339 from 322,104
Change-16,765 (-5%)
Value$6.7M (-$448.1K)
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares296,057 from 309,958
Change-13,901 (-4%)
Value$6.5M (-$381.9K)
Filed 2026-10-28
Chatham Capital Group, Inc.
DECREASED
Shares286,084 from 298,406
Change-12,322 (-4%)
Value$6.3M (-$344.2K)
Filed 2026-10-16
Old Second National Bank of Aurora
INCREASED
Shares245,109 from 236,667
Change+8,442 (+4%)
Value$5.4M (+$129.7K)
Filed 2026-10-22
Howard Wealth Management, LLC
INCREASED
Shares221,183 from 209,291
Change+11,892 (+6%)
Value$4.9M (+$212.5K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares187,336 from 22,476
Change+164,860 (+733%)
Value$4.1M (+$3.6M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares185,908 from 176,687
Change+9,221 (+5%)
Value$4.1M (+$161.3K)
Filed 2026-11-02
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares172,765 from 162,746
Change+10,019 (+6%)
Value$3.8M (+$182.3K)
Filed 2026-11-02
River Street Advisors LLC
INCREASED
Shares170,423 from 167,642
Change+2,781 (+2%)
Value$3.8M (+$21.1K)
Filed 2026-10-22
Sidoxia Capital Management, LLC
INCREASED
Shares162,992 from 144,834
Change+18,158 (+13%)
Value$3.6M (+$366.5K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED
Shares157,156 from 141,191
Change+15,965 (+11%)
Value$3.5M (+$318.9K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares148,844 from 160,293
Change-11,449 (-7%)
Value$3.3M (-$296.2K)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares130,191
Change+130,191
Value$2.9M
Filed 2026-10-05
Independent Wealth Advisors LLC
INCREASED
Shares91,000 from 88,041
Change+2,959 (+3%)
Value$2.0M (+$44.2K)
Filed 2026-10-27
S.E.E.D. Planning Group LLC
DECREASED
Shares90,585 from 91,073
Change-488 (-1%)
Value$2.0M (-$32.7K)
Filed 2026-10-07
HUB Investment Partners, LLC
INCREASED
Shares85,746 from 68,987
Change+16,759 (+24%)
Value$1.9M (+$353.9K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares73,439 from 68,060
Change+5,379 (+8%)
Value$1.6M (+$106.1K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares70,583 from 62,697
Change+7,886 (+13%)
Value$1.6M (+$159.2K)
Filed 2026-11-04
Blue Capital, Inc.
NEW
Shares69,380
Change+69,380
Value$1.5M
Filed 2026-10-13
Collaborative Fund Advisors, LLC
DECREASED
Shares66,393 from 72,178
Change-5,785 (-8%)
Value$1.5M (-$145.2K)
Filed 2026-11-02
Sound Stewardship, LLC
INCREASED
Shares64,894 from 61,829
Change+3,065 (+5%)
Value$1.4M (+$52.9K)
Filed 2026-10-14
Altrius Capital Management Inc
DECREASED
Shares62,636 from 63,205
Change-569 (-1%)
Value$1.4M (-$27.8K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares59,794 from 104,647
Change-44,853 (-43%)
Value$1.3M (-$1.0M)
Filed 2026-11-05
Segment Wealth Management, LLC
DECREASED
Shares59,515 from 61,110
Change-1,595 (-3%)
Value$1.3M (-$50.0K)
Filed 2026-10-26
AA Financial Advisors, LLC
INCREASED
Shares57,696 from 53,353
Change+4,343 (+8%)
Value$1.3M (+$83.2K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares50,784 from 46,326
Change+4,458 (+10%)
Value$1.1M (+$88.0K)
Filed 2026-11-05
Wagner Wealth Management, Corp
INCREASED
Shares47,426 from 43,081
Change+4,345 (+10%)
Value$1.0M (+$85.7K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares42,948 from 42,909
Change+39 (+0%)
Value$949.0K (-$10.0K)
Filed 2026-11-02
Gradient Investments LLC
INCREASED
Shares41,544 from 23,517
Change+18,027 (+77%)
Value$918.3K (+$392.8K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares40,178 from 46,013
Change-5,835 (-13%)
Value$888.1K (-$140.1K)
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares39,962 from 41,087
Change-1,125 (-3%)
Value$883.4K (-$34.8K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares37,424 from 37,221
Change+203 (+1%)
Value$827.3K (-$4.5K)
Filed 2026-11-05
Quad-Cities Investment Group, LLC
INCREASED
Shares34,731 from 31,655
Change+3,076 (+10%)
Value$767.7K (+$60.4K)
Filed 2026-10-16
Farnam Financial LLC
DECREASED
Shares34,153 from 34,252
Change-99 (0%)
Value$757.5K (-$7.8K)
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED
Shares33,398 from 26,999
Change+6,399 (+24%)
Value$738.3K (+$134.9K)
Filed 2026-11-02
Ballew Advisors, Inc
UNCHANGED
Shares31,396 from 31,396
Change0 (0%)
Value$695.4K (-$6.7K)
Filed 2026-10-05
Stablepoint Partners, LLC
INCREASED
Shares29,022 from 28,964
Change+58 (+0%)
Value$641.5K (-$5.7K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares28,068 from 27,788
Change+280 (+1%)
Value$620.5K (-$493)
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
DECREASED
Shares27,550 from 29,385
Change-1,835 (-6%)
Value$609.0K (-$47.6K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares27,459 from 25,662
Change+1,797 (+7%)
Value$607.0K (+$33.5K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares27,436 from 27,072
Change+364 (+1%)
Value$606.5K (+$1.5K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
INCREASED
Shares26,840 from 25,432
Change+1,408 (+6%)
Value$593.3K (+$25.0K)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares26,223 from 26,698
Change-475 (-2%)
Value$579.7K (-$16.9K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
INCREASED
Shares25,513 from 7,518
Change+17,995 (+239%)
Value$564.0K (+$396.0K)
Filed 2026-10-26
BXM Wealth LLC
DECREASED
Shares21,526 from 27,693
Change-6,167 (-22%)
Value$475.8K (-$143.0K)
Filed 2026-11-03
Net Worth Advisory Group
INCREASED
Shares20,079 from 18,780
Change+1,299 (+7%)
Value$444.3K (+$24.7K)
Filed 2026-10-20
4Thought Financial Group Inc.
INCREASED
Shares20,079 from 20,013
Change+66 (+0%)
Value$443.8K (-$3.4K)
Filed 2026-11-02
Tassel Capital Management, Inc.
DECREASED
Shares19,811 from 19,873
Change-62 (0%)
Value$437.9K (-$6.2K)
Filed 2026-10-20
Encompass More Asset Management
NEW
Shares19,187
Change+19,187
Value$424.1K
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares17,634 from 17,680
Change-46 (0%)
Value$389.8K (-$5.3K)
Filed 2026-10-26
Choreo, LLC
NEW
Shares16,706
Change+16,706
Value$369.3K
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares15,931 from 41,126
Change-25,195 (-61%)
Value$352.2K (-$566.8K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares15,724 from 31,765
Change-16,041 (-50%)
Value$347.6K (-$362.2K)
Filed 2026-10-23
Wealth Quarterback LLC
INCREASED
Shares15,318 from 13,164
Change+2,154 (+16%)
Value$338.6K (+$44.4K)
Filed 2026-10-20
Atria Investments, Inc
NEW
Shares14,990
Change+14,990
Value$331.4K
Filed 2026-10-15
Voisard Asset Management Group, Inc.
DECREASED
Shares13,270 from 15,480
Change-2,210 (-14%)
Value$293.3K (-$52.6K)
Filed 2026-10-13
Insight Wealth Partners, LLC
INCREASED
Shares12,452 from 10,443
Change+2,009 (+19%)
Value$275.3K (+$41.9K)
Filed 2026-10-26
Wespac Advisors, LLC
DECREASED
Shares12,359 from 12,518
Change-159 (-1%)
Value$273.2K (-$6.5K)
Filed 2026-10-26
Evexia Wealth LLC
INCREASED
Shares12,321 from 11,862
Change+459 (+4%)
Value$273.0K (+$7.7K)
Filed 2026-11-05
CRA Financial Services, LLC
DECREASED
Shares12,287 from 13,977
Change-1,690 (-12%)
Value$271.6K (-$40.7K)
Filed 2026-10-16
BCS Wealth Management
INCREASED
Shares11,566 from 11,311
Change+255 (+2%)
Value$255.7K (+$2.9K)
Filed 2026-11-03
Nautilus Advisors LLC
UNCHANGED
Shares10,101 from 10,101
Change0 (0%)
Value$223.3K (-$2.9K)
Filed 2026-10-07
Livet Wealth, LLC
NEW
Shares10,028
Change+10,028
Value$221.7K
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,999 from 9,979
Change+20 (+0%)
Value$222.1K (-$1.4K)
Filed 2026-10-13
Carnegie Investment Counsel
DECREASED
Shares9,150 from 16,975
Change-7,825 (-46%)
Value$202.3K (-$177.1K)
Filed 2026-10-20
GPM Growth Investors, Inc.
UNCHANGED
Shares9,109 from 9,109
Change0 (0%)
Value$201.4K (-$2.2K)
Filed 2026-10-30
Horizon Financial Services, LLC
UNCHANGED
Shares4,880 from 4,880
Change0 (0%)
Value$107.9K (-$1.2K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares4,619
Change+4,619
Value$102.1K
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares4,598 from 7,244
Change-2,646 (-37%)
Value$101.6K (-$60.2K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares2,873 from 2,873
Change0 (0%)
Value$63.5K (-$691)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$50.6K (-$551)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares2,073 from 15,937
Change-13,864 (-87%)
Value$45.8K (-$310.3K)
Filed 2026-10-08
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$41.7K (-$453)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$31.9K (-$348)
Filed 2026-10-15
CX Institutional
INCREASED
Shares1,374 from 1,357
Change+17 (+1%)
Value$30 ($0)
Filed 2026-10-02
Gamma Investing LLC
INCREASED
Shares1,353 from 1,129
Change+224 (+20%)
Value$29.9K (+$4.7K)
Filed 2026-10-08
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$14.8K (-$161)
Filed 2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$14.3K (-$167)
Filed 2026-10-01
United Community Bank
DECREASED
Shares600 from 2,200
Change-1,600 (-73%)
Value$13.3K (-$35.9K)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$13.3K (-$144)
Filed 2026-11-05
Financial Consulate, Inc
NEW
Shares314
Change+314
Value$6.9K
Filed 2026-10-23
Aspect Partners, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$6.1K (-$66)
Filed 2026-10-20
Community Financial Services Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$2.8K (-$25)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
NEW
Shares75
Change+75
Value$1.7K
Filed 2026-10-30
Axim Planning & Wealth
CLOSED
Shares0 from 31,328
Change-31,328 (-100%)
Value$0 (-$700.0K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 14,890
Change-14,890 (-100%)
Value$0 (-$332.7K)
Filed 2026-10-13
Private Trust Co NA
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$603)
Filed 2026-10-15
LPL Financial LLC
N/A
Shares— from 2,124,675
Change-2,124,675 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,705,927
Change-1,705,927 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,429,596
Change-1,429,596 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,244,589
Change-1,244,589 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,147,775
Change-1,147,775 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 985,722
Change-985,722 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 660,311
Change-660,311 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 555,768
Change-555,768 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 522,332
Change-522,332 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 465,244
Change-465,244 (-100%)
Value—
UBS Group AG
N/A
Shares— from 400,145
Change-400,145 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 316,214
Change-316,214 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 307,642
Change-307,642 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 230,451
Change-230,451 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 205,460
Change-205,460 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 198,942
Change-198,942 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 196,120
Change-196,120 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 134,651
Change-134,651 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 109,063
Change-109,063 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 101,783
Change-101,783 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 100,623
Change-100,623 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 93,250
Change-93,250 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 91,566
Change-91,566 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 86,787
Change-86,787 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 82,995
Change-82,995 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 81,270
Change-81,270 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 78,097
Change-78,097 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 74,786
Change-74,786 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 71,490
Change-71,490 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 71,087
Change-71,087 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 61,276
Change-61,276 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 58,383
Change-58,383 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 57,062
Change-57,062 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 53,736
Change-53,736 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 47,135
Change-47,135 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 47,106
Change-47,106 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 43,675
Change-43,675 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 42,045
Change-42,045 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 39,794
Change-39,794 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 36,383
Change-36,383 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 36,281
Change-36,281 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 35,397
Change-35,397 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 32,962
Change-32,962 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 27,128
Change-27,128 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 26,787
Change-26,787 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 25,410
Change-25,410 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24,371
Change-24,371 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 24,054
Change-24,054 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 23,497
Change-23,497 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 23,114
Change-23,114 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 20,990
Change-20,990 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 20,331
Change-20,331 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 19,930
Change-19,930 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,866
Change-17,866 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,789
Change-17,789 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,072
Change-15,072 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,422
Change-14,422 (-100%)
Value—
&partners
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,342
Change-9,342 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 8,738
Change-8,738 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 161
Change-161 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Mirador Capital Partners LP
INCREASED3,226,2382,395,160+831,078+35%$53.5M$71.3M+$17.8M2026-10-09
Collective Family Office LLC
INCREASED828,959366,184+462,775+126%$8.2M$18.3M+$10.1M2026-10-05
Ashton Thomas Private Wealth, LLC
INCREASED786,843768,762+18,081+2%$17.2M$17.4M+$214.7K2026-11-03
Accurate Wealth Management, LLC
INCREASED744,425475,561+268,864+57%$10.6M$16.5M+$5.9M2026-10-20
Altium Investment Strategies LLC
INCREASED744,425475,561+268,864+57%$10.6M$16.5M+$5.9M2026-10-20
Larson Financial Group LLC
DECREASED674,345713,232-38,887-5%$15.9M$14.9M-$1.0M2026-11-05
Parkway Wealth Management Group, LLC
INCREASED462,544456,265+6,279+1%$10.2M$10.2M+$29.0K2026-10-20
Verity Asset Management, Inc.
INCREASED363,683362,888+795+0%$8.1M$8.0M-$69.7K2026-10-30
Ironwood Financial, llc
DECREASED347,077358,454-11,377-3%$8.0M$7.7M-$350.9K2026-10-20
SFE Investment Counsel
DECREASED345,932358,973-13,041-4%$8.0M$7.6M-$374.6K2026-10-29
Banta Asset Management LP
DECREASED326,885330,285-3,400-1%$7.4M$7.2M-$154.6K2026-11-02
Commonwealth Equity Services, LLC
DECREASED305,339322,104-16,765-5%$7.2M$6.7M-$448.1K2026-11-02
Intrua Financial, LLC
DECREASED296,057309,958-13,901-4%$6.9M$6.5M-$381.9K2026-10-28
Chatham Capital Group, Inc.
DECREASED286,084298,406-12,322-4%$6.7M$6.3M-$344.2K2026-10-16
Old Second National Bank of Aurora
INCREASED245,109236,667+8,442+4%$5.3M$5.4M+$129.7K2026-10-22
Howard Wealth Management, LLC
INCREASED221,183209,291+11,892+6%$4.7M$4.9M+$212.5K2026-10-28
MGO One Seven LLC
INCREASED187,33622,476+164,860+733%$502.2K$4.1M+$3.6M2026-10-28
Kestra Advisory Services, LLC
INCREASED185,908176,687+9,221+5%$3.9M$4.1M+$161.3K2026-11-02
Pacific Wealth Strategies Group, Inc.
INCREASED172,765162,746+10,019+6%$3.6M$3.8M+$182.3K2026-11-02
River Street Advisors LLC
INCREASED170,423167,642+2,781+2%$3.7M$3.8M+$21.1K2026-10-22
Sidoxia Capital Management, LLC
INCREASED162,992144,834+18,158+13%$3.2M$3.6M+$366.5K2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED157,156141,191+15,965+11%$3.2M$3.5M+$318.9K2026-10-26
Prospera Financial Services Inc
DECREASED148,844160,293-11,449-7%$3.6M$3.3M-$296.2K2026-11-04
Horizons Wealth Management
NEW130,191—+130,191——$2.9M—2026-10-05
Independent Wealth Advisors LLC
INCREASED91,00088,041+2,959+3%$2.0M$2.0M+$44.2K2026-10-27
S.E.E.D. Planning Group LLC
DECREASED90,58591,073-488-1%$2.0M$2.0M-$32.7K2026-10-07
HUB Investment Partners, LLC
INCREASED85,74668,987+16,759+24%$1.5M$1.9M+$353.9K2026-11-03
TD Waterhouse Canada Inc.
INCREASED73,43968,060+5,379+8%$1.5M$1.6M+$106.1K2026-10-16
Lido Advisors, LLC
INCREASED70,58362,697+7,886+13%$1.4M$1.6M+$159.2K2026-11-04
Blue Capital, Inc.
NEW69,380—+69,380——$1.5M—2026-10-13
Collaborative Fund Advisors, LLC
DECREASED66,39372,178-5,785-8%$1.6M$1.5M-$145.2K2026-11-02
Sound Stewardship, LLC
INCREASED64,89461,829+3,065+5%$1.4M$1.4M+$52.9K2026-10-14
Altrius Capital Management Inc
DECREASED62,63663,205-569-1%$1.4M$1.4M-$27.8K2026-11-05
Compound Planning, Inc.
DECREASED59,794104,647-44,853-43%$2.3M$1.3M-$1.0M2026-11-05
Segment Wealth Management, LLC
DECREASED59,51561,110-1,595-3%$1.4M$1.3M-$50.0K2026-10-26
AA Financial Advisors, LLC
INCREASED57,69653,353+4,343+8%$1.2M$1.3M+$83.2K2026-10-19
Thrivent Financial for Lutherans
INCREASED50,78446,326+4,458+10%$1.0M$1.1M+$88.0K2026-11-05
Wagner Wealth Management, Corp
INCREASED47,42643,081+4,345+10%$962.7K$1.0M+$85.7K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED42,94842,909+39+0%$959.0K$949.0K-$10.0K2026-11-02
Gradient Investments LLC
INCREASED41,54423,517+18,027+77%$525.5K$918.3K+$392.8K2026-10-08
Brookstone Capital Management
DECREASED40,17846,013-5,835-13%$1.0M$888.1K-$140.1K2026-10-22
Key FInancial Inc
DECREASED39,96241,087-1,125-3%$918.1K$883.4K-$34.8K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED37,42437,221+203+1%$831.7K$827.3K-$4.5K2026-11-05
Quad-Cities Investment Group, LLC
INCREASED34,73131,655+3,076+10%$707.3K$767.7K+$60.4K2026-10-16
Farnam Financial LLC
DECREASED34,15334,252-990%$765.4K$757.5K-$7.8K2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED33,39826,999+6,399+24%$603.3K$738.3K+$134.9K2026-11-02
Ballew Advisors, Inc
UNCHANGED31,39631,39600%$702.1K$695.4K-$6.7K2026-10-05
Stablepoint Partners, LLC
INCREASED29,02228,964+58+0%$647.2K$641.5K-$5.7K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED28,06827,788+280+1%$620.9K$620.5K-$4932026-10-27
Meriwether Wealth & Planning, LLC
DECREASED27,55029,385-1,835-6%$656.6K$609.0K-$47.6K2026-10-13
Independent Financial Group, LLC
INCREASED27,45925,662+1,797+7%$573.4K$607.0K+$33.5K2026-10-13
VestGen Advisors, LLC
INCREASED27,43627,072+364+1%$604.9K$606.5K+$1.5K2026-10-27
AlphaStar Capital Management, LLC
INCREASED26,84025,432+1,408+6%$568.3K$593.3K+$25.0K2026-10-16
HB Wealth Management, LLC
DECREASED26,22326,698-475-2%$596.6K$579.7K-$16.9K2026-10-23
Ashton Thomas Securities, LLC
INCREASED25,5137,518+17,995+239%$168.0K$564.0K+$396.0K2026-10-26
BXM Wealth LLC
DECREASED21,52627,693-6,167-22%$618.8K$475.8K-$143.0K2026-11-03
Net Worth Advisory Group
INCREASED20,07918,780+1,299+7%$419.6K$444.3K+$24.7K2026-10-20
4Thought Financial Group Inc.
INCREASED20,07920,013+66+0%$447.2K$443.8K-$3.4K2026-11-02
Tassel Capital Management, Inc.
DECREASED19,81119,873-620%$444.1K$437.9K-$6.2K2026-10-20
Encompass More Asset Management
NEW19,187—+19,187——$424.1K—2026-10-16
Oppenheimer & Co Inc
DECREASED17,63417,680-460%$395.1K$389.8K-$5.3K2026-10-26
Choreo, LLC
NEW16,706—+16,706——$369.3K—2026-10-28
Hennion & Walsh Asset Management, Inc.
DECREASED15,93141,126-25,195-61%$919.0K$352.2K-$566.8K2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED15,72431,765-16,041-50%$709.8K$347.6K-$362.2K2026-10-23
Wealth Quarterback LLC
INCREASED15,31813,164+2,154+16%$294.2K$338.6K+$44.4K2026-10-20
Atria Investments, Inc
NEW14,990—+14,990——$331.4K—2026-10-15
Voisard Asset Management Group, Inc.
DECREASED13,27015,480-2,210-14%$345.9K$293.3K-$52.6K2026-10-13
Insight Wealth Partners, LLC
INCREASED12,45210,443+2,009+19%$233.4K$275.3K+$41.9K2026-10-26
Wespac Advisors, LLC
DECREASED12,35912,518-159-1%$279.7K$273.2K-$6.5K2026-10-26
Evexia Wealth LLC
INCREASED12,32111,862+459+4%$265.3K$273.0K+$7.7K2026-11-05
CRA Financial Services, LLC
DECREASED12,28713,977-1,690-12%$312.3K$271.6K-$40.7K2026-10-16
BCS Wealth Management
INCREASED11,56611,311+255+2%$252.8K$255.7K+$2.9K2026-11-03
Nautilus Advisors LLC
UNCHANGED10,10110,10100%$226.2K$223.3K-$2.9K2026-10-07
Livet Wealth, LLC
NEW10,028—+10,028——$221.7K—2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED9,9999,979+20+0%$223.4K$222.1K-$1.4K2026-10-13
Carnegie Investment Counsel
DECREASED9,15016,975-7,825-46%$379.3K$202.3K-$177.1K2026-10-20
GPM Growth Investors, Inc.
UNCHANGED9,1099,10900%$203.5K$201.4K-$2.2K2026-10-30
Horizon Financial Services, LLC
UNCHANGED4,8804,88000%$109.0K$107.9K-$1.2K2026-11-04
Latitude Advisors, LLC
NEW4,619—+4,619——$102.1K—2026-10-27
IFP Advisors, Inc
DECREASED4,5987,244-2,646-37%$161.9K$101.6K-$60.2K2026-10-16
Asset Dedication, LLC
UNCHANGED2,8732,87300%$64.2K$63.5K-$6912026-11-03
CoreCap Advisors, LLC
UNCHANGED2,2902,29000%$51.2K$50.6K-$5512026-10-08
Farther Finance Advisors, LLC
DECREASED2,07315,937-13,864-87%$356.1K$45.8K-$310.3K2026-10-08
Richards, Merrill & Peterson, Inc.
UNCHANGED1,8851,88500%$42.1K$41.7K-$4532026-10-19
Wolff Wiese Magana LLC
UNCHANGED1,4451,44500%$32.3K$31.9K-$3482026-10-15
CX Institutional
INCREASED1,3741,357+17+1%$30$30$02026-10-02
Gamma Investing LLC
INCREASED1,3531,129+224+20%$25.2K$29.9K+$4.7K2026-10-08
Bradley & Co. Private Wealth Management, LLC
UNCHANGED67067000%$15.0K$14.8K-$1612026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED64564500%$14.4K$14.3K-$1672026-10-01
United Community Bank
DECREASED6002,200-1,600-73%$49.2K$13.3K-$35.9K2026-10-28
Fifth Third Bancorp
UNCHANGED60060000%$13.4K$13.3K-$1442026-11-05
Financial Consulate, Inc
NEW314—+314——$6.9K—2026-10-23
Aspect Partners, LLC
UNCHANGED27427400%$6.1K$6.1K-$662026-10-20
Community Financial Services Group, LLC
UNCHANGED12512500%$2.8K$2.8K-$252026-10-15
Capital Investment Advisory Services, LLC
NEW75—+75——$1.7K—2026-10-30
Axim Planning & Wealth
CLOSED031,328-31,328-100%$700.0K$0-$700.0K2026-10-28
Dynamic Advisor Solutions LLC
CLOSED014,890-14,890-100%$332.7K$0-$332.7K2026-10-13
Private Trust Co NA
CLOSED0417-417-100%$9.3K$0-$9.3K2026-10-20
AdvisorNet Financial, Inc
CLOSED027-27-100%$603$0-$6032026-10-15
LPL Financial LLC
N/A—2,124,675-2,124,675-100%$47.5M———
Cetera Investment Advisers
N/A—1,705,927-1,705,927-100%$38.1M———
Raymond James Financial Inc
N/A—1,429,596-1,429,596-100%$31.9M———
Wells Fargo & Company
N/A—1,244,589-1,244,589-100%$27.8M———
Morgan Stanley
N/A—1,147,775-1,147,775-100%$25.6M———
Osaic Holdings, Inc.
N/A—985,722-985,722-100%$22.0M———
Mercer Global Advisors Inc
N/A—660,311-660,311-100%$14.8M———
Bank of America Corp
N/A—555,768-555,768-100%$12.4M———
Captrust Financial Advisors
N/A—522,332-522,332-100%$11.7M———
Advisory Alpha, LLC
N/A—465,244-465,244-100%$10.4M———
UBS Group AG
N/A—400,145-400,145-100%$8.9M———
Delta Investment Management, LLC
N/A—316,214-316,214-100%$7.1M———
Modern Wealth Management, LLC
N/A—307,642-307,642-100%$6.9M———
Ameriprise Financial Inc
N/A—230,451-230,451-100%$5.1M———
Ark Wealth Advisors LLC
N/A—205,460-205,460-100%$4.6M———
Oder Investment Management, LLC
N/A—198,942-198,942-100%$4.4M———
Jones Financial Companies Lllp
N/A—196,120-196,120-100%$4.4M———
Foundations Investment Advisors, LLC
N/A—134,651-134,651-100%$3.0M———
Stifel Financial Corp
N/A—109,063-109,063-100%$2.4M———
Invesco Ltd.
N/A—101,783-101,783-100%$2.3M———
Bank of Montreal
N/A—100,623-100,623-100%$2.2M———
Private Advisor Group, LLC
N/A—93,250-93,250-100%$2.1M———
Jane Street Group, LLC
N/A—91,566-91,566-100%$2.0M———
NewEdge Advisors, LLC
N/A—86,787-86,787-100%$1.9M———
Royal Bank of Canada
N/A—82,995-82,995-100%$1.9M———
Susquehanna International Group, LLP
N/A—81,270-81,270-100%$1.8M———
Paradiem, LLC
N/A—78,097-78,097-100%$1.7M———
MML Investors Services, LLC
N/A—74,786-74,786-100%$1.7M———
Legacy Financial Group LLC
N/A—71,490-71,490-100%$1.6M———
Lbmc Investment Advisors, LLC
N/A—71,087-71,087-100%$1.6M———
Kovack Advisors, Inc.
N/A—61,276-61,276-100%$1.4M———
Citadel Advisors LLC
N/A—58,383-58,383-100%$1.3M———
Old Mission Capital LLC
N/A—57,062-57,062-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—53,736-53,736-100%$1.2M———
Tower Research Capital LLC (TRC)
N/A—47,135-47,135-100%$1.1M———
Envestnet Asset Management Inc
N/A—47,106-47,106-100%$1.1M———
Vantage Point Financial LLC
N/A—43,675-43,675-100%$975.9K———
Brown Advisory Inc
N/A—42,045-42,045-100%$939.5K———
Wealthspire Retirement, LLC
N/A—39,794-39,794-100%$889.2K———
Northwest Bancshares, Inc.
N/A—36,383-36,383-100%$813.0K———
Ausdal Financial Partners, Inc.
N/A—36,281-36,281-100%$810.7K———
Kinetic Wealth Investment Advisors LLC
N/A—35,397-35,397-100%$791.0K———
Astoria Portfolio Advisors Llc.
N/A—32,962-32,962-100%$736.6K———
Private Advisory Group LLC
N/A—27,128-27,128-100%$606.2K———
Clearstead Advisors, LLC
N/A—26,787-26,787-100%$598.6K———
Allworth Financial LP
N/A—25,410-25,410-100%$567.8K———
Steward Partners Investment Advisory, LLC
N/A—24,371-24,371-100%$544.6K———
Vermillion & White Wealth Management Group, LLC
N/A—24,054-24,054-100%$537.5K———
Atlantic Union Bankshares Corp
N/A—23,497-23,497-100%$525.1K———
Koss-Olinger Consulting, LLC
N/A—23,114-23,114-100%$516.5K———
Anchor Investment Management, LLC
N/A—20,990-20,990-100%$469.0K———
Topsail Wealth Management, LLC
N/A—20,331-20,331-100%$454.3K———
Geneos Wealth Management Inc.
N/A—19,930-19,930-100%$445.4K———
Arax Advisory Partners
N/A—17,866-17,866-100%$399.2K———
Beacon Pointe Advisors, LLC
N/A—17,789-17,789-100%$397.5K———
Janney Montgomery Scott LLC
N/A—15,072-15,072-100%$337.0K———
Equitable Holdings, Inc.
N/A—14,422-14,422-100%$322.3K———
&partners
N/A—12,590-12,590-100%$281.3K———
Arete Wealth Advisors, LLC
N/A—11,763-11,763-100%$263.0K———
Alaska Wealth Advisors, LLC
N/A—11,110-11,110-100%$248.3K———
Harbour Investments, Inc.
N/A—9,342-9,342-100%$208.8K———
Capital Analysts, LLC
N/A—9,220-9,220-100%$206.0K———
Nalls Sherbakoff Group, LLC
N/A—8,738-8,738-100%$195.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—6,670-6,670-100%$149.0K———
Alaska Permanent Capital Management, LLC
N/A—5,490-5,490-100%$122.7K———
AE Wealth Management LLC
N/A—4,578-4,578-100%$102.3K———
Keating Financial Advisory Services, Inc.
N/A—3,347-3,347-100%$74.8K———
IFG Advisory, LLC
N/A—2,939-2,939-100%$65.7K———
Alerus Financial NA
N/A—2,791-2,791-100%$62.4K———
Northwestern Mutual Wealth Management Co
N/A—2,459-2,459-100%$54.9K———
Rialto Wealth Management, LLC
N/A—2,212-2,212-100%$49.4K———
Imprint Wealth LLC
N/A—1,398-1,398-100%$31.2K———
BlackRock, Inc.
N/A—1,155-1,155-100%$25.8K———
Cbiz Investment Advisory Services, LLC
N/A—514-514-100%$11.5K———
Aptus Capital Advisors, LLC
N/A—419-419-100%$9.4K———
Fiduciary Financial Advisors
N/A—161-161-100%$3.6K———
IMA Advisory Services, Inc.
N/A—4-4-100%$104———
Showing 176 of 176 institutions