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Invesco Russell 1000 DYN M/F (OMFL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Balentine LLC
DECREASED
Shares5,074,518 from 5,220,224
Change-145,706 (-3%)
Value$353.7M (-$4.0M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares3,832,551 from 3,750,966
Change+81,585 (+2%)
Value$267.2M (+$10.1M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares2,666,451 from 2,645,578
Change+20,873 (+1%)
Value$185.9M (+$4.6M)
Filed 2026-11-06
HBK Sorce Advisory LLC
DECREASED
Shares685,055 from 721,672
Change-36,617 (-5%)
Value$47.7M (-$3.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares622,252 from 626,158
Change-3,906 (-1%)
Value$44.2M (+$887.2K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
INCREASED
Shares438,612 from 406,570
Change+32,042 (+8%)
Value$30.5M (+$2.7M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares422,051 from 410,945
Change+11,106 (+3%)
Value$29.4M (+$1.3M)
Filed 2026-11-02
Daido Life Insurance Co
UNCHANGED
Shares403,056 from 403,056
Change0 (0%)
Value$28.1M (+$472.0K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
DECREASED
Shares401,093 from 412,246
Change-11,153 (-3%)
Value$28.0M (-$295.1K)
Filed 2026-10-13
Financial Enhancement Group LLC
INCREASED
Shares367,230 from 365,652
Change+1,578 (+0%)
Value$26.1M (+$1.0M)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares321,963 from 417,609
Change-95,646 (-23%)
Value$22.4M (-$6.2M)
Filed 2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED
Shares305,807 from 305,807
Change0 (0%)
Value$21.0M ($0)
Filed 2026-10-22
Creative Planning
DECREASED
Shares271,566 from 326,199
Change-54,633 (-17%)
Value$18.9M (-$3.4M)
Filed 2026-11-02
MW Advisory, LLC
INCREASED
Shares252,926 from 241,529
Change+11,397 (+5%)
Value$17.6M (+$1.1M)
Filed 2026-10-19
Sage Mountain Advisors LLC
INCREASED
Shares240,168 from 151,832
Change+88,336 (+58%)
Value$16.7M (+$6.3M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares228,436 from 222,808
Change+5,628 (+3%)
Value$15.9M (+$653.0K)
Filed 2026-11-02
Financial Designs Corp
DECREASED
Shares226,798 from 227,556
Change-758 (0%)
Value$15.8M (+$213.4K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares181,662 from 161,739
Change+19,923 (+12%)
Value$12.7M (+$1.6M)
Filed 2026-10-30
Waller Financial Planning Group, Inc
DECREASED
Shares178,004 from 182,037
Change-4,033 (-2%)
Value$12.4M (-$68.1K)
Filed 2026-10-07
Foguth Wealth Management, Llc.
DECREASED
Shares170,010 from 206,683
Change-36,673 (-18%)
Value$12.1M (-$2.1M)
Filed 2026-10-19
Avestar Capital, LLC
INCREASED
Shares148,028 from 97,315
Change+50,713 (+52%)
Value$10.3M (+$3.6M)
Filed 2026-10-28
ERn Financial, LLC
DECREASED
Shares130,589 from 133,689
Change-3,100 (-2%)
Value$9.1M (-$59.7K)
Filed 2026-10-28
Solano Wealth Investment Advisors LLC
DECREASED
Shares124,993 from 127,571
Change-2,578 (-2%)
Value$8.7M (-$30.5K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares121,635 from 359,730
Change-238,095 (-66%)
Value$8.5M (-$16.2M)
Filed 2026-10-16
Asset Allocation Strategies LLC
INCREASED
Shares114,232 from 113,000
Change+1,232 (+1%)
Value$8.0M (+$218.1K)
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares112,139 from 112,716
Change-577 (-1%)
Value$7.8M (+$91.4K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares98,890 from 106,487
Change-7,597 (-7%)
Value$6.9M (-$405.0K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares70,557 from 72,011
Change-1,454 (-2%)
Value$4.9M (-$17.1K)
Filed 2026-10-28
Centerpoint Advisory Group
DECREASED
Shares64,438 from 65,197
Change-759 (-1%)
Value$4.5M (+$23.4K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
DECREASED
Shares54,518 from 56,860
Change-2,342 (-4%)
Value$3.8M (-$96.7K)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares53,104 from 66,725
Change-13,621 (-20%)
Value$3.7M (-$964.2K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares49,184 from 44,424
Change+4,760 (+11%)
Value$3.4M (+$390.7K)
Filed 2026-10-16
Orrstown Financial Services Inc
DECREASED
Shares45,951 from 50,660
Change-4,709 (-9%)
Value$3.2M (-$269.0K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares41,565 from 41,521
Change+44 (+0%)
Value$2.9M (+$51.7K)
Filed 2026-11-06
Selby Wealth Management, LLC
DECREASED
Shares40,679 from 41,505
Change-826 (-2%)
Value$2.8M (-$9.0K)
Filed 2026-10-16
Defined Wealth Management, LLC
DECREASED
Shares40,339 from 40,603
Change-264 (-1%)
Value$2.8M (+$29.1K)
Filed 2026-10-19
Colonial River Investments, LLC
INCREASED
Shares38,782 from 33,128
Change+5,654 (+17%)
Value$2.7M (+$432.9K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares36,330 from 37,330
Change-1,000 (-3%)
Value$2.5M (-$26.0K)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares35,591 from 35,552
Change+39 (+0%)
Value$2.5M (+$44.3K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED
Shares31,538 from 20,643
Change+10,895 (+53%)
Value$2.2M (+$783.6K)
Filed 2026-10-19
Valued Retirements, Inc.
UNCHANGED
Shares31,130 from 31,130
Change0 (0%)
Value$2.2M (+$36.4K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares30,546 from 15,804
Change+14,742 (+93%)
Value$2.1M (+$1.0M)
Filed 2026-10-23
Apella Capital, LLC
DECREASED
Shares26,983 from 27,151
Change-168 (-1%)
Value$1.9M (+$48.4K)
Filed 2026-10-08
Milestone Investment Advisors LLC
DECREASED
Shares25,917 from 26,645
Change-728 (-3%)
Value$1.8M (-$19.6K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares24,368 from 42,118
Change-17,750 (-42%)
Value$1.7M (-$1.2M)
Filed 2026-10-16
Longview Financial Advisors, Inc.
DECREASED
Shares23,659 from 24,211
Change-552 (-2%)
Value$1.6M (-$10.1K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
INCREASED
Shares23,461 from 19,927
Change+3,534 (+18%)
Value$1.6M (+$269.6K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
DECREASED
Shares23,291 from 24,558
Change-1,267 (-5%)
Value$1.6M (-$59.6K)
Filed 2026-10-21
Archford Capital Strategies, LLC
DECREASED
Shares23,216 from 23,429
Change-213 (-1%)
Value$1.6M (+$12.6K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares21,582 from 59,704
Change-38,122 (-64%)
Value$1.5M (-$2.6M)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares20,913 from 26,870
Change-5,957 (-22%)
Value$1.5M (-$383.8K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares20,556 from 21,012
Change-456 (-2%)
Value$1.4M (-$7.2K)
Filed 2026-10-08
Elevation Capital Advisory, LLC
DECREASED
Shares17,671 from 19,578
Change-1,907 (-10%)
Value$1.2M (-$110.0K)
Filed 2026-10-29
Flagstar Securities, Inc
INCREASED
Shares17,349 from 17,318
Change+31 (+0%)
Value$1.2M (+$22.4K)
Filed 2026-10-15
Sowell Financial Services LLC
DECREASED
Shares15,617 from 15,651
Change-34 (0%)
Value$1.1M (+$16.0K)
Filed 2026-10-23
Moneco Advisors, LLC
DECREASED
Shares15,385 from 15,628
Change-243 (-2%)
Value$1.1M (+$1.3K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares14,989 from 13,737
Change+1,252 (+9%)
Value$1.0M (+$103.3K)
Filed 2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares14,894 from 14,894
Change0 (0%)
Value$1.0M ($0)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares14,374 from 15,142
Change-768 (-5%)
Value$1.0M (-$34.0K)
Filed 2026-11-05
Orba Wealth Advisors, L.L.C.
DECREASED
Shares13,453 from 14,013
Change-560 (-4%)
Value$937.8K (-$22.6K)
Filed 2026-10-23
Fox Financial, Inc
UNCHANGED
Shares13,163 from 13,163
Change0 (0%)
Value$917.6K (+$15.4K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares12,855 from 13,994
Change-1,139 (-8%)
Value$896.1K (-$63.1K)
Filed 2026-10-23
Apollon Financial, LLC
DECREASED
Shares11,676 from 11,904
Change-228 (-2%)
Value$813.9K (-$2.0K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
DECREASED
Shares11,609 from 11,841
Change-232 (-2%)
Value$809.3K (-$2.3K)
Filed 2026-11-05
Cap Partners, LLC
INCREASED
Shares11,362 from 11,361
Change+1 (+0%)
Value$792.0K (+$13.4K)
Filed 2026-10-19
Liberty Atlantic Advisors LLC
INCREASED
Shares11,330 from 6,238
Change+5,092 (+82%)
Value$789.8K (+$362.2K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares11,329 from 12,472
Change-1,143 (-9%)
Value$789.7K (-$65.1K)
Filed 2026-10-15
Catalyst Financial Partners LLC
INCREASED
Shares10,887 from 4,492
Change+6,395 (+142%)
Value$758.9K (+$451.1K)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares10,511 from 34,482
Change-23,971 (-70%)
Value$732.7K (-$1.6M)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares10,079 from 9,704
Change+375 (+4%)
Value$702.6K (+$37.5K)
Filed 2026-10-22
Channel Wealth LLC
DECREASED
Shares9,354 from 10,237
Change-883 (-9%)
Value$652.1K (-$49.6K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares9,209
Change+9,209
Value$642.0K
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares9,187 from 10,840
Change-1,653 (-15%)
Value$640.4K (-$102.6K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares9,143 from 7,321
Change+1,822 (+25%)
Value$637.4K (+$135.6K)
Filed 2026-10-21
Waldron Private Wealth LLC
UNCHANGED
Shares9,055 from 9,055
Change0 (0%)
Value$631.2K (+$10.6K)
Filed 2026-11-02
Landmark Wealth Management, Inc.
DECREASED
Shares8,884 from 8,954
Change-70 (-1%)
Value$619.3K (+$5.6K)
Filed 2026-11-04
TopTier Wealth Management, LLC
DECREASED
Shares8,755 from 8,978
Change-223 (-2%)
Value$610.3K (-$5.1K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares8,088 from 7,576
Change+512 (+7%)
Value$563.8K (+$44.6K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares7,602
Change+7,602
Value$530.4K
Filed 2026-11-03
Herold Advisors, Inc.
INCREASED
Shares7,412 from 7,340
Change+72 (+1%)
Value$516.7K (+$14.7K)
Filed 2026-10-19
AlphaStar Capital Management, LLC
INCREASED
Shares6,986 from 6,951
Change+35 (+1%)
Value$487.0K (+$10.6K)
Filed 2026-10-16
First National Trust Co
UNCHANGED
Shares6,713 from 6,713
Change0 (0%)
Value$468.0K (+$7.9K)
Filed 2026-10-28
Elite Life Management LLC
INCREASED
Shares6,313 from 6,267
Change+46 (+1%)
Value$439.4K (-$4.5K)
Filed 2026-11-06
truNorth Financial Services, Inc.
UNCHANGED
Shares6,215 from 6,215
Change0 (0%)
Value$433.3K (+$7.3K)
Filed 2026-11-06
ACT Advisors, Llc.
INCREASED
Shares5,568 from 4,156
Change+1,412 (+34%)
Value$388.1K (+$103.3K)
Filed 2026-10-15
Equity Wealth Partners, LLC
DECREASED
Shares5,562 from 5,722
Change-160 (-3%)
Value$387.7K (-$4.5K)
Filed 2026-10-26
Wespac Advisors SoCal, LLC
UNCHANGED
Shares5,525 from 5,525
Change0 (0%)
Value$385.1K (+$6.5K)
Filed 2026-10-13
United Advisor Group, LLC
UNCHANGED
Shares5,003 from 5,003
Change0 (0%)
Value$348.8K (+$5.9K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,936 from 5,694
Change-758 (-13%)
Value$344.1K (-$46.2K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares4,711 from 4,896
Change-185 (-4%)
Value$328.4K (-$7.2K)
Filed 2026-10-26
Centennial Advisors, LLC
NEW
Shares4,636
Change+4,636
Value$323.1K
Filed 2026-10-21
Meridian Financial Advisors, LLC
INCREASED
Shares4,619 from 4,519
Change+100 (+2%)
Value$322.0K (+$12.3K)
Filed 2026-10-14
WBI Investments, LLC
DECREASED
Shares4,574 from 4,577
Change-3 (0%)
Value$318.9K (+$5.1K)
Filed 2026-11-05
EdgeRock Capital LLC
INCREASED
Shares4,513 from 4,508
Change+5 (+0%)
Value$314.6K (+$5.6K)
Filed 2026-11-03
Legacy Advisory Services, LLC
NEW
Shares4,466
Change+4,466
Value$311.3K
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares4,334 from 4,325
Change+9 (+0%)
Value$302.1K (+$5.6K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares4,259 from 4,821
Change-562 (-12%)
Value$296.9K (-$33.5K)
Filed 2026-10-16
Beacon Wealthcare LLC
UNCHANGED
Shares4,210 from 4,210
Change0 (0%)
Value$293.5K (+$4.9K)
Filed 2026-10-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,039 from 4,122
Change-83 (-2%)
Value$281.6K (-$954)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares4,036 from 4,036
Change0 (0%)
Value$281.4K (+$4.7K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
DECREASED
Shares3,530 from 3,593
Change-63 (-2%)
Value$246.1K (-$296)
Filed 2026-10-29
VestGen Advisors, LLC
DECREASED
Shares3,463 from 4,299
Change-836 (-19%)
Value$241.4K (-$53.2K)
Filed 2026-10-27
Newport Capital Group, LLC
NEW
Shares3,139
Change+3,139
Value$220.9K
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
DECREASED
Shares3,019 from 3,070
Change-51 (-2%)
Value$210.5K (+$36)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares3,009 from 3,057
Change-48 (-2%)
Value$209.8K (+$230)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
DECREASED
Shares2,941 from 3,377
Change-436 (-13%)
Value$205.0K (-$26.4K)
Filed 2026-10-14
Diversify Advisory Services, LLC
DECREASED
Shares2,926 from 2,932
Change-6 (0%)
Value$209.3K (+$8.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares2,926 from 2,932
Change-6 (0%)
Value$209.3K (+$8.1K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares2,696 from 2,696
Change0 (0%)
Value$189.4K (+$4.3K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares2,375 from 2,370
Change+5 (+0%)
Value$165.5K (+$3.1K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares1,961 from 1,209
Change+752 (+62%)
Value$136.7K (+$53.8K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares1,960
Change+1,960
Value$136.6K
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares1,934 from 1,934
Change0 (0%)
Value$134.8K (+$2.3K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares1,531 from 1,530
Change+1 (+0%)
Value$106.7K (+$1.8K)
Filed 2026-10-30
Kingdom Financial Group Llc.
NEW
Shares1,449
Change+1,449
Value$101.0K
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,378 from 1,375
Change+3 (+0%)
Value$96.0K (+$1.8K)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares1,148
Change+1,148
Value$81.5K
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares1,122 from 911
Change+211 (+23%)
Value$78.2K (+$15.8K)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
NEW
Shares1,076
Change+1,076
Value$75.0K
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,005 from 536
Change+469 (+88%)
Value$70.1K (+$33.3K)
Filed 2026-11-06
United Community Bank
NEW
Shares990
Change+990
Value$69.0K
Filed 2026-10-28
Mather Group, Llc.
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$63.8K (+$1.1K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares820 from 928
Change-108 (-12%)
Value$57.2K (-$6.4K)
Filed 2026-11-03
First Command Advisory Services, Inc.
DECREASED
Shares737 from 3,427
Change-2,690 (-78%)
Value$51.4K (-$183.5K)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares535 from 534
Change+1 (+0%)
Value$37.3K (+$697)
Filed 2026-10-28
Abound Wealth Management
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$34.4K (+$577)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$31.8K (+$534)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$27.5K ($0)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares346 from 345
Change+1 (+0%)
Value$24.1K (+$451)
Filed 2026-11-05
Goodman Advisory Group, LLC
NEW
Shares128
Change+128
Value$8.9K
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$7.9K (+$133)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares109 from 249
Change-140 (-56%)
Value$7.6K (-$9.5K)
Filed 2026-10-30
Networth Advisors, LLC
NEW
Shares100
Change+100
Value$7.0K
Filed 2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$6.3K (+$105)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$5.4K (+$91)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.2K (+$87)
Filed 2026-10-13
Wolff Wiese Magana LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.9K (+$82)
Filed 2026-10-15
Lanark Financial, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4.7K (+$80)
Filed 2026-10-26
GGM Financial LLC
NEW
Shares65
Change+65
Value$4.5K
Filed 2026-11-05
Grove Bank & Trust
NEW
Shares56
Change+56
Value$3.9K
Filed 2026-10-08
Russell Investments Group, Ltd.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.4K (+$41)
Filed 2026-11-06
Downshift Financial, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.0K (+$33)
Filed 2026-10-13
Tsfg, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2 ($0)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.5K (+$28)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$71 (+$1)
Filed 2026-10-15
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 19,884
Change-19,884 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Diversified Trust Co
CLOSED
Shares0 from 18,438
Change-18,438 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-06
Spire Wealth Management
CLOSED
Shares0 from 16,330
Change-16,330 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-30
Williams & Novak Wealth Management, LLC
CLOSED
Shares0 from 5,667
Change-5,667 (-100%)
Value$0 (-$388.4K)
Filed 2026-10-09
Money Concepts Capital Corp
CLOSED
Shares0 from 3,228
Change-3,228 (-100%)
Value$0 (-$221.2K)
Filed 2026-11-06
Beacon Financial Strategies Corp
CLOSED
Shares0 from 2,448
Change-2,448 (-100%)
Value$0 (-$167.8K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,485
Change-1,485 (-100%)
Value$0 (-$101.6K)
Filed 2026-11-02
Wellington Grp LLC
CLOSED
Shares0 from 1,301
Change-1,301 (-100%)
Value$0 (-$78.2K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-15
Invesco Ltd.
N/A
Shares— from 15,032,861
Change-15,032,861 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,053,994
Change-4,053,994 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,688,140
Change-1,688,140 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 1,647,064
Change-1,647,064 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,326,112
Change-1,326,112 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,181,673
Change-1,181,673 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 786,924
Change-786,924 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 768,374
Change-768,374 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 716,998
Change-716,998 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 651,000
Change-651,000 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 574,567
Change-574,567 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 435,760
Change-435,760 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 365,270
Change-365,270 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 359,396
Change-359,396 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 319,382
Change-319,382 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 312,508
Change-312,508 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 311,470
Change-311,470 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 299,186
Change-299,186 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 287,641
Change-287,641 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 271,293
Change-271,293 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 237,096
Change-237,096 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 220,990
Change-220,990 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 166,437
Change-166,437 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 137,601
Change-137,601 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 135,909
Change-135,909 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 135,131
Change-135,131 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 134,195
Change-134,195 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 93,467
Change-93,467 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 86,001
Change-86,001 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 85,442
Change-85,442 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 82,880
Change-82,880 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 77,430
Change-77,430 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,629
Change-73,629 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 64,193
Change-64,193 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 64,063
Change-64,063 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 62,586
Change-62,586 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 60,518
Change-60,518 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 59,389
Change-59,389 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 58,902
Change-58,902 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 55,036
Change-55,036 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 52,157
Change-52,157 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 51,501
Change-51,501 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 49,694
Change-49,694 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 48,275
Change-48,275 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,880
Change-46,880 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 42,668
Change-42,668 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 38,914
Change-38,914 (-100%)
Value—
&partners
N/A
Shares— from 37,206
Change-37,206 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 33,864
Change-33,864 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 32,256
Change-32,256 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 30,196
Change-30,196 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 29,879
Change-29,879 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,737
Change-29,737 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 27,827
Change-27,827 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 26,168
Change-26,168 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 24,054
Change-24,054 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 22,910
Change-22,910 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 22,800
Change-22,800 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,073
Change-21,073 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,978
Change-20,978 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,560
Change-19,560 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 17,763
Change-17,763 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 16,642
Change-16,642 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 15,119
Change-15,119 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 13,640
Change-13,640 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,424
Change-13,424 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,978
Change-12,978 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12,961
Change-12,961 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,746
Change-11,746 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,519
Change-10,519 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 10,351
Change-10,351 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,587
Change-9,587 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,182
Change-9,182 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,665
Change-6,665 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 6,260
Change-6,260 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,766
Change-3,766 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 952
Change-952 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 160
Change-160 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 130
Change-130 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Balentine LLC
DECREASED5,074,5185,220,224-145,706-3%$357.8M$353.7M-$4.0M2026-11-03
Bank of New York Mellon Corp
INCREASED3,832,5513,750,966+81,585+2%$257.1M$267.2M+$10.1M2026-11-05
LPL Financial LLC
INCREASED2,666,4512,645,578+20,873+1%$181.3M$185.9M+$4.6M2026-11-06
HBK Sorce Advisory LLC
DECREASED685,055721,672-36,617-5%$51.1M$47.7M-$3.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED622,252626,158-3,906-1%$43.3M$44.2M+$887.2K2026-10-13
Ashton Thomas Securities, LLC
INCREASED438,612406,570+32,042+8%$27.9M$30.5M+$2.7M2026-10-26
Kestra Advisory Services, LLC
INCREASED422,051410,945+11,106+3%$28.2M$29.4M+$1.3M2026-11-02
Daido Life Insurance Co
UNCHANGED403,056403,05600%$27.6M$28.1M+$472.0K2026-11-05
Baldwin Wealth Partners LLC
DECREASED401,093412,246-11,153-3%$28.3M$28.0M-$295.1K2026-10-13
Financial Enhancement Group LLC
INCREASED367,230365,652+1,578+0%$25.1M$26.1M+$1.0M2026-10-08
Brookstone Capital Management
DECREASED321,963417,609-95,646-23%$28.6M$22.4M-$6.2M2026-10-22
Curry Webb Wealth Management LLC
UNCHANGED305,807305,80700%$21.0M$21.0M$02026-10-22
Creative Planning
DECREASED271,566326,199-54,633-17%$22.4M$18.9M-$3.4M2026-11-02
MW Advisory, LLC
INCREASED252,926241,529+11,397+5%$16.6M$17.6M+$1.1M2026-10-19
Sage Mountain Advisors LLC
INCREASED240,168151,832+88,336+58%$10.4M$16.7M+$6.3M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED228,436222,808+5,628+3%$15.3M$15.9M+$653.0K2026-11-02
Financial Designs Corp
DECREASED226,798227,556-7580%$15.6M$15.8M+$213.4K2026-10-09
Truist Financial Corp
INCREASED181,662161,739+19,923+12%$11.1M$12.7M+$1.6M2026-10-30
Waller Financial Planning Group, Inc
DECREASED178,004182,037-4,033-2%$12.5M$12.4M-$68.1K2026-10-07
Foguth Wealth Management, Llc.
DECREASED170,010206,683-36,673-18%$14.2M$12.1M-$2.1M2026-10-19
Avestar Capital, LLC
INCREASED148,02897,315+50,713+52%$6.7M$10.3M+$3.6M2026-10-28
ERn Financial, LLC
DECREASED130,589133,689-3,100-2%$9.2M$9.1M-$59.7K2026-10-28
Solano Wealth Investment Advisors LLC
DECREASED124,993127,571-2,578-2%$8.7M$8.7M-$30.5K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED121,635359,730-238,095-66%$24.7M$8.5M-$16.2M2026-10-16
Asset Allocation Strategies LLC
INCREASED114,232113,000+1,232+1%$7.7M$8.0M+$218.1K2026-10-20
Clearstead Advisors, LLC
DECREASED112,139112,716-577-1%$7.7M$7.8M+$91.4K2026-11-06
Commonwealth Equity Services, LLC
DECREASED98,890106,487-7,597-7%$7.3M$6.9M-$405.0K2026-11-02
MGO One Seven LLC
DECREASED70,55772,011-1,454-2%$4.9M$4.9M-$17.1K2026-10-28
Centerpoint Advisory Group
DECREASED64,43865,197-759-1%$4.5M$4.5M+$23.4K2026-10-23
Dynamic Advisor Solutions LLC
DECREASED54,51856,860-2,342-4%$3.9M$3.8M-$96.7K2026-10-13
Triad Wealth Partners, LLC
DECREASED53,10466,725-13,621-20%$4.7M$3.7M-$964.2K2026-10-26
TD Waterhouse Canada Inc.
INCREASED49,18444,424+4,760+11%$3.0M$3.4M+$390.7K2026-10-16
Orrstown Financial Services Inc
DECREASED45,95150,660-4,709-9%$3.5M$3.2M-$269.0K2026-10-14
Merit Financial Group, LLC
INCREASED41,56541,521+44+0%$2.8M$2.9M+$51.7K2026-11-06
Selby Wealth Management, LLC
DECREASED40,67941,505-826-2%$2.8M$2.8M-$9.0K2026-10-16
Defined Wealth Management, LLC
DECREASED40,33940,603-264-1%$2.8M$2.8M+$29.1K2026-10-19
Colonial River Investments, LLC
INCREASED38,78233,128+5,654+17%$2.3M$2.7M+$432.9K2026-10-19
Retirement Planning Group, LLC
DECREASED36,33037,330-1,000-3%$2.6M$2.5M-$26.0K2026-10-19
SteelPeak Wealth, LLC
INCREASED35,59135,552+39+0%$2.4M$2.5M+$44.3K2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED31,53820,643+10,895+53%$1.4M$2.2M+$783.6K2026-10-19
Valued Retirements, Inc.
UNCHANGED31,13031,13000%$2.1M$2.2M+$36.4K2026-11-06
HB Wealth Management, LLC
INCREASED30,54615,804+14,742+93%$1.1M$2.1M+$1.0M2026-10-23
Apella Capital, LLC
DECREASED26,98327,151-168-1%$1.9M$1.9M+$48.4K2026-10-08
Milestone Investment Advisors LLC
DECREASED25,91726,645-728-3%$1.8M$1.8M-$19.6K2026-11-05
IFP Advisors, Inc
DECREASED24,36842,118-17,750-42%$2.9M$1.7M-$1.2M2026-10-16
Longview Financial Advisors, Inc.
DECREASED23,65924,211-552-2%$1.7M$1.6M-$10.1K2026-10-09
Signal Advisors Wealth, LLC
INCREASED23,46119,927+3,534+18%$1.4M$1.6M+$269.6K2026-10-13
Wealthcare Advisory Partners LLC
DECREASED23,29124,558-1,267-5%$1.7M$1.6M-$59.6K2026-10-21
Archford Capital Strategies, LLC
DECREASED23,21623,429-213-1%$1.6M$1.6M+$12.6K2026-10-19
RFG Advisory, LLC
DECREASED21,58259,704-38,122-64%$4.1M$1.5M-$2.6M2026-11-03
Integrity Alliance, Llc.
DECREASED20,91326,870-5,957-22%$1.8M$1.5M-$383.8K2026-10-29
Farther Finance Advisors, LLC
DECREASED20,55621,012-456-2%$1.4M$1.4M-$7.2K2026-10-08
Elevation Capital Advisory, LLC
DECREASED17,67119,578-1,907-10%$1.3M$1.2M-$110.0K2026-10-29
Flagstar Securities, Inc
INCREASED17,34917,318+31+0%$1.2M$1.2M+$22.4K2026-10-15
Sowell Financial Services LLC
DECREASED15,61715,651-340%$1.1M$1.1M+$16.0K2026-10-23
Moneco Advisors, LLC
DECREASED15,38515,628-243-2%$1.1M$1.1M+$1.3K2026-11-05
Simplicity Wealth,LLC
INCREASED14,98913,737+1,252+9%$941.6K$1.0M+$103.3K2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED14,89414,89400%$1.0M$1.0M$02026-11-03
Thrivent Financial for Lutherans
DECREASED14,37415,142-768-5%$1.0M$1.0M-$34.0K2026-11-05
Orba Wealth Advisors, L.L.C.
DECREASED13,45314,013-560-4%$960.4K$937.8K-$22.6K2026-10-23
Fox Financial, Inc
UNCHANGED13,16313,16300%$902.2K$917.6K+$15.4K2026-10-29
Apollon Wealth Management, LLC
DECREASED12,85513,994-1,139-8%$959.2K$896.1K-$63.1K2026-10-23
Apollon Financial, LLC
DECREASED11,67611,904-228-2%$815.9K$813.9K-$2.0K2026-10-23
J.W. Cole Advisors, Inc.
DECREASED11,60911,841-232-2%$811.6K$809.3K-$2.3K2026-11-05
Cap Partners, LLC
INCREASED11,36211,361+1+0%$778.7K$792.0K+$13.4K2026-10-19
Liberty Atlantic Advisors LLC
INCREASED11,3306,238+5,092+82%$427.6K$789.8K+$362.2K2026-10-14
WealthPlan Investment Management, LLC
DECREASED11,32912,472-1,143-9%$854.8K$789.7K-$65.1K2026-10-15
Catalyst Financial Partners LLC
INCREASED10,8874,492+6,395+142%$307.9K$758.9K+$451.1K2026-11-06
AlphaCore Capital LLC
DECREASED10,51134,482-23,971-70%$2.4M$732.7K-$1.6M2026-11-04
Perigon Wealth Management, LLC
INCREASED10,0799,704+375+4%$665.1K$702.6K+$37.5K2026-10-22
Channel Wealth LLC
DECREASED9,35410,237-883-9%$701.6K$652.1K-$49.6K2026-11-06
Ascentis Independent Advisors
NEW9,209—+9,209——$642.0K—2026-11-03
Sigma Planning Corp
DECREASED9,18710,840-1,653-15%$743.0K$640.4K-$102.6K2026-10-23
Assetmark, Inc
INCREASED9,1437,321+1,822+25%$501.8K$637.4K+$135.6K2026-10-21
Waldron Private Wealth LLC
UNCHANGED9,0559,05500%$620.6K$631.2K+$10.6K2026-11-02
Landmark Wealth Management, Inc.
DECREASED8,8848,954-70-1%$613.7K$619.3K+$5.6K2026-11-04
TopTier Wealth Management, LLC
DECREASED8,7558,978-223-2%$615.4K$610.3K-$5.1K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED8,0887,576+512+7%$519.3K$563.8K+$44.6K2026-11-06
StoneX Group Inc.
NEW7,602—+7,602——$530.4K—2026-11-03
Herold Advisors, Inc.
INCREASED7,4127,340+72+1%$502.0K$516.7K+$14.7K2026-10-19
AlphaStar Capital Management, LLC
INCREASED6,9866,951+35+1%$476.4K$487.0K+$10.6K2026-10-16
First National Trust Co
UNCHANGED6,7136,71300%$460.1K$468.0K+$7.9K2026-10-28
Elite Life Management LLC
INCREASED6,3136,267+46+1%$443.9K$439.4K-$4.5K2026-11-06
truNorth Financial Services, Inc.
UNCHANGED6,2156,21500%$426.0K$433.3K+$7.3K2026-11-06
ACT Advisors, Llc.
INCREASED5,5684,156+1,412+34%$284.9K$388.1K+$103.3K2026-10-15
Equity Wealth Partners, LLC
DECREASED5,5625,722-160-3%$392.2K$387.7K-$4.5K2026-10-26
Wespac Advisors SoCal, LLC
UNCHANGED5,5255,52500%$378.7K$385.1K+$6.5K2026-10-13
United Advisor Group, LLC
UNCHANGED5,0035,00300%$342.9K$348.8K+$5.9K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED4,9365,694-758-13%$390.3K$344.1K-$46.2K2026-11-03
Oppenheimer & Co Inc
DECREASED4,7114,896-185-4%$335.6K$328.4K-$7.2K2026-10-26
Centennial Advisors, LLC
NEW4,636—+4,636——$323.1K—2026-10-21
Meridian Financial Advisors, LLC
INCREASED4,6194,519+100+2%$309.7K$322.0K+$12.3K2026-10-14
WBI Investments, LLC
DECREASED4,5744,577-30%$313.7K$318.9K+$5.1K2026-11-05
EdgeRock Capital LLC
INCREASED4,5134,508+5+0%$309.0K$314.6K+$5.6K2026-11-03
Legacy Advisory Services, LLC
NEW4,466—+4,466——$311.3K—2026-10-20
HBW Advisory Services LLC
INCREASED4,3344,325+9+0%$296.5K$302.1K+$5.6K2026-10-15
PFG Advisors
DECREASED4,2594,821-562-12%$330.4K$296.9K-$33.5K2026-10-16
Beacon Wealthcare LLC
UNCHANGED4,2104,21000%$288.6K$293.5K+$4.9K2026-10-02
Kingswood Wealth Advisors, LLC
DECREASED4,0394,122-83-2%$282.5K$281.6K-$9542026-10-23
Robertson Stephens Wealth Management, LLC
UNCHANGED4,0364,03600%$276.6K$281.4K+$4.7K2026-10-16
ARQ Wealth Advisors, LLC
DECREASED3,5303,593-63-2%$246.4K$246.1K-$2962026-10-29
VestGen Advisors, LLC
DECREASED3,4634,299-836-19%$294.7K$241.4K-$53.2K2026-10-27
Newport Capital Group, LLC
NEW3,139—+3,139——$220.9K—2026-10-16
Richards, Merrill & Peterson, Inc.
DECREASED3,0193,070-51-2%$210.4K$210.5K+$362026-10-19
Fifth Third Bancorp
DECREASED3,0093,057-48-2%$209.5K$209.8K+$2302026-11-05
Firethorn Wealth Partners, LLC
DECREASED2,9413,377-436-13%$231.5K$205.0K-$26.4K2026-10-14
Diversify Advisory Services, LLC
DECREASED2,9262,932-60%$201.2K$209.3K+$8.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED2,9262,932-60%$201.2K$209.3K+$8.1K2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED2,6962,69600%$185.1K$189.4K+$4.3K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED2,3752,370+5+0%$162.4K$165.5K+$3.1K2026-11-04
Private Trust Co NA
INCREASED1,9611,209+752+62%$82.9K$136.7K+$53.8K2026-10-20
Nova Financial LLC
NEW1,960—+1,960——$136.6K—2026-11-04
Concord Wealth Partners
UNCHANGED1,9341,93400%$132.6K$134.8K+$2.3K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED1,5311,530+1+0%$104.9K$106.7K+$1.8K2026-10-30
Kingdom Financial Group Llc.
NEW1,449—+1,449——$101.0K—2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED1,3781,375+3+0%$94.2K$96.0K+$1.8K2026-10-26
Rydar Equities, Inc.
NEW1,148—+1,148——$81.5K—2026-10-13
CoreCap Advisors, LLC
INCREASED1,122911+211+23%$62.4K$78.2K+$15.8K2026-10-08
Lloyd Advisory Services, Llc.
NEW1,076—+1,076——$75.0K—2026-11-02
PNC Financial Services Group, Inc.
INCREASED1,005536+469+88%$36.7K$70.1K+$33.3K2026-11-06
United Community Bank
NEW990—+990——$69.0K—2026-10-28
Mather Group, Llc.
UNCHANGED91691600%$62.8K$63.8K+$1.1K2026-10-14
Parallel Advisors, LLC
DECREASED820928-108-12%$63.6K$57.2K-$6.4K2026-11-03
First Command Advisory Services, Inc.
DECREASED7373,427-2,690-78%$234.9K$51.4K-$183.5K2026-11-05
Cullen T Bankers, Inc.
INCREASED535534+1+0%$36.6K$37.3K+$6972026-10-28
Abound Wealth Management
UNCHANGED49349300%$33.8K$34.4K+$5772026-10-26
Key FInancial Inc
UNCHANGED45645600%$31.3K$31.8K+$5342026-11-02
Allworth Financial LP
UNCHANGED40240200%$27.5K$27.5K$02026-11-06
Archer Investment Corp
INCREASED346345+1+0%$23.7K$24.1K+$4512026-11-05
Goodman Advisory Group, LLC
NEW128—+128——$8.9K—2026-11-02
MTM Investment Management, LLC
UNCHANGED11411400%$7.8K$7.9K+$1332026-10-30
Compass Financial Management LLC
DECREASED109249-140-56%$17.1K$7.6K-$9.5K2026-10-30
Networth Advisors, LLC
NEW100—+100——$7.0K—2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED909000%$6.2K$6.3K+$1052026-11-05
Creative Financial Designs Inc
UNCHANGED787800%$5.3K$5.4K+$912026-11-04
CGC Financial Services, LLC
UNCHANGED757500%$5.1K$5.2K+$872026-10-13
Wolff Wiese Magana LLC
UNCHANGED707000%$4.8K$4.9K+$822026-10-15
Lanark Financial, Inc.
UNCHANGED686800%$4.7K$4.7K+$802026-10-26
GGM Financial LLC
NEW65—+65——$4.5K—2026-11-05
Grove Bank & Trust
NEW56—+56——$3.9K—2026-10-08
Russell Investments Group, Ltd.
UNCHANGED353500%$2.4K$2.4K+$412026-11-06
Downshift Financial, LLC
UNCHANGED282800%$1.9K$2.0K+$332026-10-13
Tsfg, LLC
UNCHANGED282800%$2$2$02026-10-23
Signaturefd, LLC
UNCHANGED222200%$1.5K$1.5K+$282026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED1100%$70$71+$12026-10-15
Axxcess Wealth Management, LLC
CLOSED019,884-19,884-100%$1.4M$0-$1.4M2026-10-21
Diversified Trust Co
CLOSED018,438-18,438-100%$1.3M$0-$1.3M2026-11-06
Spire Wealth Management
CLOSED016,330-16,330-100%$1.1M$0-$1.1M2026-10-30
Williams & Novak Wealth Management, LLC
CLOSED05,667-5,667-100%$388.4K$0-$388.4K2026-10-09
Money Concepts Capital Corp
CLOSED03,228-3,228-100%$221.2K$0-$221.2K2026-11-06
Beacon Financial Strategies Corp
CLOSED02,448-2,448-100%$167.8K$0-$167.8K2026-10-14
International Assets Investment Management, LLC
CLOSED01,485-1,485-100%$101.6K$0-$101.6K2026-11-02
Wellington Grp LLC
CLOSED01,301-1,301-100%$78.2K$0-$78.2K2026-11-06
LifeSteps Financial, Inc.
CLOSED043-43-100%$2.9K$0-$2.9K2026-10-15
Invesco Ltd.
N/A—15,032,861-15,032,861-100%$1.0B———
Morgan Stanley
N/A—4,053,994-4,053,994-100%$277.9M———
Bank of America Corp
N/A—1,688,140-1,688,140-100%$115.7M———
Arizona Psprs Trust
N/A—1,647,064-1,647,064-100%$112.9M———
CI Investments Inc.
N/A—1,326,112-1,326,112-100%$90.9M———
UBS Group AG
N/A—1,181,673-1,181,673-100%$81.0M———
Mariner, LLC
N/A—786,924-786,924-100%$53.9M———
Arkadios Wealth Advisors
N/A—768,374-768,374-100%$52.7M———
IHT Wealth Management, LLC
N/A—716,998-716,998-100%$49.1M———
Wells Fargo & Company
N/A—651,000-651,000-100%$44.6M———
LM Advisors LLC
N/A—574,567-574,567-100%$39.3M———
Raymond James Financial Inc
N/A—435,760-435,760-100%$29.9M———
Envestnet Asset Management Inc
N/A—365,270-365,270-100%$25.0M———
IFG Advisory, LLC
N/A—359,396-359,396-100%$24.6M———
Jones Financial Companies Lllp
N/A—319,382-319,382-100%$21.5M———
Gladstone Institutional Advisory LLC
N/A—312,508-312,508-100%$21.4M———
Captrust Financial Advisors
N/A—311,470-311,470-100%$21.3M———
HighTower Advisors, LLC
N/A—299,186-299,186-100%$20.5M———
Osaic Holdings, Inc.
N/A—287,641-287,641-100%$19.7M———
Private Advisor Group, LLC
N/A—271,293-271,293-100%$18.6M———
Integrated Wealth Concepts LLC
N/A—237,096-237,096-100%$16.3M———
Daner Wealth Management, LLC
N/A—220,990-220,990-100%$15.8M———
JPMorgan Chase & Co
N/A—166,437-166,437-100%$11.3M———
Janney Montgomery Scott LLC
N/A—137,601-137,601-100%$9.4M———
Northwestern Mutual Wealth Management Co
N/A—135,909-135,909-100%$9.3M———
Goldman Sachs Group Inc
N/A—135,131-135,131-100%$9.3M———
Cetera Investment Advisers
N/A—134,195-134,195-100%$9.2M———
PAX Financial Group, LLC
N/A—93,467-93,467-100%$6.4M———
Keating Financial Advisory Services, Inc.
N/A—86,001-86,001-100%$5.9M———
WCG Wealth Advisors LLC
N/A—85,442-85,442-100%$5.9M———
Great Valley Advisor Group, Inc.
N/A—82,880-82,880-100%$5.7M———
Royal Bank of Canada
N/A—77,430-77,430-100%$5.3M———
MML Investors Services, LLC
N/A—73,629-73,629-100%$5.0M———
Rockefeller Capital Management L.P.
N/A—64,193-64,193-100%$4.4M———
Ameriprise Financial Inc
N/A—64,063-64,063-100%$4.4M———
RPg Family Wealth Advisory, LLC
N/A—62,586-62,586-100%$4.3M———
AQR Capital Management LLC
N/A—60,518-60,518-100%$4.1M———
Equitable Holdings, Inc.
N/A—59,389-59,389-100%$4.1M———
Arete Wealth Advisors, LLC
N/A—58,902-58,902-100%$4.0M———
Advocacy Wealth Management, LLC
N/A—55,036-55,036-100%$3.8M———
Quantinno Capital Management LP
N/A—52,157-52,157-100%$3.6M———
Perennial Investment Advisors, LLC
N/A—51,501-51,501-100%$3.5M———
Proactive Wealth Strategies LLC
N/A—49,694-49,694-100%$3.4M———
Independent Advisor Alliance
N/A—48,275-48,275-100%$3.3M———
Cerity Partners LLC
N/A—46,880-46,880-100%$3.2M———
Kingsview Wealth Management, LLC
N/A—42,668-42,668-100%$2.9M———
Flow Traders U.S. LLC
N/A—38,914-38,914-100%$2.7M———
&partners
N/A—37,206-37,206-100%$2.5M———
Cozad Asset Management Inc
N/A—33,864-33,864-100%$2.3M———
Sequent Planning LLC
N/A—32,256-32,256-100%$2.2M———
Gateway Wealth Partners, LLC
N/A—30,196-30,196-100%$2.1M———
Goldstone Financial Group, LLC
N/A—29,879-29,879-100%$2.0M———
Mercer Global Advisors Inc
N/A—29,737-29,737-100%$2.0M———
Western Wealth Management, LLC
N/A—27,827-27,827-100%$1.9M———
Muirfield Wealth Advisors LLC
N/A—26,168-26,168-100%$1.8M———
Atlas Legacy Advisors, LLC
N/A—24,054-24,054-100%$1.6M———
Stifel Financial Corp
N/A—22,910-22,910-100%$1.6M———
Two Sigma Investments, LP
N/A—22,800-22,800-100%$1.6M———
NewEdge Advisors, LLC
N/A—21,073-21,073-100%$1.4M———
Principal Securities, Inc.
N/A—20,978-20,978-100%$1.4M———
Sanctuary Advisors, LLC
N/A—19,560-19,560-100%$1.3M———
Retirement Planning Group, LLC / NY
N/A—19,062-19,062-100%$1.3M———
CIBC World Market Inc.
N/A—17,763-17,763-100%$1.2M———
Petix & Botte Co
N/A—16,642-16,642-100%$1.1M———
Qube Research & Technologies Ltd
N/A—15,119-15,119-100%$1.0M———
Alteri Wealth LLC
N/A—13,640-13,640-100%$934.9K———
Susquehanna International Group, LLP
N/A—13,424-13,424-100%$920.1K———
FMR LLC
N/A—12,978-12,978-100%$889.5K———
SHP Wealth Management
N/A—12,961-12,961-100%$888.4K———
National Bank of Canada
N/A—11,816-11,816-100%$808.7K———
CreativeOne Wealth, LLC
N/A—11,746-11,746-100%$805.1K———
Natixis Advisors, LLC
N/A—10,519-10,519-100%$720.0K———
Wood Tarver Financial Group, LLC
N/A—10,351-10,351-100%$709.0K———
Axis Wealth Partners, LLC
N/A—10,050-10,050-100%$688.8K———
Ausdal Financial Partners, Inc.
N/A—9,698-9,698-100%$664.7K———
Harbour Investments, Inc.
N/A—9,587-9,587-100%$657.1K———
OneDigital Investment Advisors LLC
N/A—9,462-9,462-100%$648.5K———
Vantus Wealth LLC
N/A—9,386-9,386-100%$643.3K———
UP Strategic Wealth Investment Advisors LLC
N/A—9,300-9,300-100%$658.8K———
BlackRock, Inc.
N/A—9,182-9,182-100%$629.3K———
Empirical Asset Management, LLC
N/A—8,800-8,800-100%$603.2K———
Advyzon Investment Management, LLC
N/A—8,467-8,467-100%$580.3K———
Vantage Point Financial LLC
N/A—7,875-7,875-100%$539.7K———
Global Retirement Partners, LLC
N/A—7,593-7,593-100%$520.4K———
Steward Partners Investment Advisory, LLC
N/A—6,968-6,968-100%$477.6K———
Waverly Advisors, LLC
N/A—6,700-6,700-100%$459.2K———
Camelot Portfolios, LLC
N/A—6,672-6,672-100%$457.3K———
Thoroughbred Financial Services, LLC
N/A—6,665-6,665-100%$456.0K———
Bank of Montreal
N/A—6,656-6,656-100%$456.2K———
Baird Financial Group, Inc.
N/A—6,450-6,450-100%$442.1K———
Graney & King, LLC
N/A—6,260-6,260-100%$429.0K———
NCM Capital Management, LLC
N/A—6,251-6,251-100%$428.5K———
Aptus Capital Advisors, LLC
N/A—5,644-5,644-100%$386.8K———
Pacific Financial Group Inc
N/A—5,166-5,166-100%$354.1K———
GTS Securities LLC
N/A—5,143-5,143-100%$352.5K———
Spinnaker Trust
N/A—4,631-4,631-100%$317.4K———
Insigneo Advisory Services, LLC
N/A—4,530-4,530-100%$310.5K———
Advisory Services Network, LLC
N/A—4,383-4,383-100%$300.4K———
EP Wealth Advisors, LLC
N/A—4,352-4,352-100%$298.3K———
Tower Research Capital LLC (TRC)
N/A—3,810-3,810-100%$261.1K———
Focus Partners Wealth
N/A—3,766-3,766-100%$258.2K———
Neuberger Berman Group LLC
N/A—3,501-3,501-100%$240.0K———
MOR Wealth Management, LLC
N/A—3,400-3,400-100%$233.0K———
Transcend Capital Advisors, LLC
N/A—3,340-3,340-100%$228.9K———
Paces Ferry Wealth Advisors, LLC
N/A—3,262-3,262-100%$223.6K———
GeoWealth Management, LLC
N/A—3,211-3,211-100%$220.1K———
Stratos Wealth Partners, Ltd.
N/A—3,083-3,083-100%$211.3K———
Haverford Trust Co
N/A—3,047-3,047-100%$208.8K———
Talon Private Wealth, LLC
N/A—2,958-2,958-100%$202.8K———
Point72 Asset Management, L.P.
N/A—2,952-2,952-100%$202.3K———
Beaird Harris Wealth Management, LLC
N/A—2,051-2,051-100%$140.6K———
SouthState Bank Corp
N/A—2,049-2,049-100%$140.4K———
Federation des caisses Desjardins du Quebec
N/A—1,895-1,895-100%$129.7K———
Arax Advisory Partners
N/A—1,793-1,793-100%$122.9K———
AE Wealth Management LLC
N/A—1,708-1,708-100%$117.0K———
Wellington-Altus USA Inc.
N/A—1,700-1,700-100%$102.2K———
Geneos Wealth Management Inc.
N/A—1,645-1,645-100%$112.7K———
Bollard Group LLC
N/A—1,530-1,530-100%$105.0K———
TD Capital Management LLC
N/A—1,225-1,225-100%$84.0K———
Capital Analysts, LLC
N/A—1,200-1,200-100%$82.0K———
Silver OAK Securities, Incorporated
N/A—952-952-100%$65.3K———
Frazier Financial Advisors, LLC
N/A—763-763-100%$52.3K———
UBS Asset Management Americas LLC
N/A—686-686-100%$47.0K———
O'shaughnessy Asset Management, LLC
N/A—608-608-100%$41.7K———
Medallion Wealth Advisors, LLC
N/A—398-398-100%$27.3K———
GW&K Investment Management, LLC
N/A—364-364-100%$25.0K———
Fiduciary Financial Advisors
N/A—160-160-100%$11.0K———
Mpwm Advisory Solutions, LLC
N/A—140-140-100%$9.6K———
Copia Wealth Management
N/A—130-130-100%$8.9K———
BFC Planning, Inc.
N/A—97-97-100%$6.6K———
Bogart Wealth, LLC
N/A—17-17-100%$1.2K———
Rothschild Investment LLC
N/A—1-1-100%$69———
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