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Invesco Bulletshares 2026 HY (BSJQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mirador Capital Partners LP
DECREASED
Shares1,331,615 from 2,714,747
Change-1,383,132 (-51%)
Value$30.4M (-$31.9M)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
INCREASED
Shares448,803 from 441,155
Change+7,648 (+2%)
Value$10.2M (+$117.2K)
Filed 2026-10-20
Cornerstone Planning, LLC
INCREASED
Shares430,871 from 428,119
Change+2,752 (+1%)
Value$9.9M (+$49.1K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares346,868 from 340,946
Change+5,922 (+2%)
Value$7.9M (+$90.8K)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares343,800 from 346,898
Change-3,098 (-1%)
Value$7.8M (-$115.8K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares292,060 from 329,412
Change-37,352 (-11%)
Value$6.7M (-$895.4K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares273,140 from 293,559
Change-20,419 (-7%)
Value$6.2M (-$504.3K)
Filed 2026-11-02
Milestone Asset Management, LLC
INCREASED
Shares234,772 from 221,775
Change+12,997 (+6%)
Value$5.4M (+$267.8K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares214,368 from 216,754
Change-2,386 (-1%)
Value$4.9M (-$82.6K)
Filed 2026-11-02
Verity Asset Management, Inc.
DECREASED
Shares213,717 from 311,813
Change-98,096 (-31%)
Value$4.9M (-$2.3M)
Filed 2026-10-30
Howard Wealth Management, LLC
INCREASED
Shares212,439 from 211,404
Change+1,035 (+0%)
Value$4.8M (-$3.8K)
Filed 2026-10-28
Banta Asset Management LP
DECREASED
Shares194,233 from 197,933
Change-3,700 (-2%)
Value$4.4M (-$110.2K)
Filed 2026-11-02
Evexia Wealth LLC
INCREASED
Shares181,825 from 175,895
Change+5,930 (+3%)
Value$4.1M (+$113.1K)
Filed 2026-11-05
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares163,888 from 155,192
Change+8,696 (+6%)
Value$3.7M (+$178.3K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares153,820 from 155,441
Change-1,621 (-1%)
Value$3.5M (-$57.2K)
Filed 2026-10-23
Sidoxia Capital Management, LLC
DECREASED
Shares147,768 from 158,727
Change-10,959 (-7%)
Value$3.4M (-$270.8K)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares138,475 from 155,011
Change-16,536 (-11%)
Value$3.2M (-$399.2K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED
Shares136,745 from 144,099
Change-7,354 (-5%)
Value$3.1M (-$186.6K)
Filed 2026-10-26
Intrua Financial, LLC
DECREASED
Shares118,931 from 127,965
Change-9,034 (-7%)
Value$2.7M (-$222.8K)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares109,936 from 110,373
Change-437 (0%)
Value$2.5M (-$25.0K)
Filed 2026-11-05
Accurate Wealth Management, LLC
DECREASED
Shares108,725 from 116,206
Change-7,481 (-6%)
Value$2.5M (-$186.5K)
Filed 2026-10-20
Altium Investment Strategies LLC
UNCHANGED
Shares108,725 from 108,725
Change0 (0%)
Value$2.5M (-$14.7K)
Filed 2026-10-20
Merit Financial Group, LLC
NEW
Shares104,747
Change+104,747
Value$2.4M
Filed 2026-11-06
Horizons Wealth Management
NEW
Shares98,342
Change+98,342
Value$2.2M
Filed 2026-10-05
S.E.E.D. Planning Group LLC
DECREASED
Shares88,054 from 88,387
Change-333 (0%)
Value$2.0M (-$19.1K)
Filed 2026-10-07
TD Waterhouse Canada Inc.
DECREASED
Shares86,266 from 96,442
Change-10,176 (-11%)
Value$2.0M (-$175.3K)
Filed 2026-10-16
Independent Wealth Advisors LLC
DECREASED
Shares86,116 from 87,956
Change-1,840 (-2%)
Value$2.0M (-$53.4K)
Filed 2026-10-27
SFE Investment Counsel
DECREASED
Shares83,536 from 166,621
Change-83,085 (-50%)
Value$1.9M (-$1.9M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares81,151 from 58,623
Change+22,528 (+38%)
Value$1.9M (+$506.0K)
Filed 2026-11-02
AA Financial Advisors, LLC
DECREASED
Shares75,787 from 86,302
Change-10,515 (-12%)
Value$1.7M (-$251.2K)
Filed 2026-10-19
Ledgewood Wealth Advisors, LLC
INCREASED
Shares68,226 from 65,178
Change+3,048 (+5%)
Value$1.6M (+$61.1K)
Filed 2026-10-09
Global Assets Advisory, LLC
INCREASED
Shares68,207 from 66,976
Change+1,231 (+2%)
Value$1.6M (+$20.4K)
Filed 2026-10-28
Blue Capital, Inc.
NEW
Shares67,577
Change+67,577
Value$1.5M
Filed 2026-10-13
Sound Stewardship, LLC
INCREASED
Shares60,595 from 58,865
Change+1,730 (+3%)
Value$1.4M (+$31.8K)
Filed 2026-10-14
Key FInancial Inc
DECREASED
Shares57,181 from 63,641
Change-6,460 (-10%)
Value$1.3M (-$155.7K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares53,980 from 44,710
Change+9,270 (+21%)
Value$1.2M (+$205.8K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares52,384 from 51,384
Change+1,000 (+2%)
Value$1.2M (+$23.0K)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares49,870 from 53,906
Change-4,036 (-7%)
Value$1.1M (-$99.1K)
Filed 2026-11-03
Altrius Capital Management Inc
DECREASED
Shares49,218 from 50,797
Change-1,579 (-3%)
Value$1.1M (-$42.6K)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
DECREASED
Shares47,452 from 56,304
Change-8,852 (-16%)
Value$1.1M (-$209.4K)
Filed 2026-11-06
Wagner Wealth Management, Corp
INCREASED
Shares45,021 from 41,462
Change+3,559 (+9%)
Value$1.0M (+$75.9K)
Filed 2026-10-20
Ballew Advisors, Inc
UNCHANGED
Shares42,049 from 42,049
Change0 (0%)
Value$959.8K (-$5.5K)
Filed 2026-10-05
Semitam Bonam LLC
INCREASED
Shares38,223 from 37,000
Change+1,223 (+3%)
Value$872.4K (+$23.1K)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares37,689 from 20,474
Change+17,215 (+84%)
Value$860.2K (+$390.3K)
Filed 2026-10-08
Livet Wealth, LLC
DECREASED
Shares37,580 from 43,464
Change-5,884 (-14%)
Value$857.8K (-$140.0K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares36,624 from 36,493
Change+131 (+0%)
Value$836.0K (-$1.8K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares36,171 from 38,923
Change-2,752 (-7%)
Value$825.6K (-$67.9K)
Filed 2026-10-22
Stablepoint Partners, LLC
DECREASED
Shares32,100 from 45,652
Change-13,552 (-30%)
Value$732.7K (-$315.3K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares31,617 from 226,152
Change-194,535 (-86%)
Value$721.7K (-$4.5M)
Filed 2026-10-28
Farnam Financial LLC
DECREASED
Shares31,497 from 32,308
Change-811 (-3%)
Value$718.9K (-$22.7K)
Filed 2026-10-21
Wealth Advisory Solutions, LLC
INCREASED
Shares29,438 from 28,786
Change+652 (+2%)
Value$671.9K (+$11.1K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares28,890 from 10,631
Change+18,259 (+172%)
Value$660.6K (+$415.5K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares27,565 from 27,317
Change+248 (+1%)
Value$629.2K (+$2.1K)
Filed 2026-10-27
Private Advisory Group LLC
DECREASED
Shares24,786 from 24,997
Change-211 (-1%)
Value$565.7K (-$8.1K)
Filed 2026-11-06
Meriwether Wealth & Planning, LLC
DECREASED
Shares23,509 from 25,239
Change-1,730 (-7%)
Value$536.6K (-$42.8K)
Filed 2026-10-13
4Thought Financial Group Inc.
INCREASED
Shares23,061 from 22,965
Change+96 (+0%)
Value$526.4K (-$789)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares22,063 from 29,156
Change-7,093 (-24%)
Value$503.6K (-$165.7K)
Filed 2026-10-13
Wilkins Miller Wealth Management, LLC
DECREASED
Shares21,844 from 23,687
Change-1,843 (-8%)
Value$498.6K (-$45.1K)
Filed 2026-10-13
Flavin Financial Services, Inc.
UNCHANGED
Shares21,714 from 21,714
Change0 (0%)
Value$495.6K (-$2.8K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
INCREASED
Shares20,439 from 19,503
Change+936 (+5%)
Value$466.5K (+$18.8K)
Filed 2026-10-16
FF Advisors,LLC
DECREASED
Shares18,500 from 21,800
Change-3,300 (-15%)
Value$422.3K (-$78.2K)
Filed 2026-10-21
BCS Wealth Management
UNCHANGED
Shares18,037 from 18,037
Change0 (0%)
Value$411.7K (-$2.3K)
Filed 2026-11-03
Collaborative Fund Advisors, LLC
DECREASED
Shares17,849 from 19,413
Change-1,564 (-8%)
Value$407.4K (-$38.2K)
Filed 2026-11-02
Montis Financial, LLC
DECREASED
Shares17,219 from 38,956
Change-21,737 (-56%)
Value$393.0K (-$501.2K)
Filed 2026-11-04
CRA Financial Services, LLC
DECREASED
Shares16,756 from 20,532
Change-3,776 (-18%)
Value$382.5K (-$88.9K)
Filed 2026-10-16
Net Worth Advisory Group
DECREASED
Shares16,640 from 16,943
Change-303 (-2%)
Value$379.7K (-$9.2K)
Filed 2026-10-20
Voisard Asset Management Group, Inc.
DECREASED
Shares15,729 from 19,173
Change-3,444 (-18%)
Value$359.0K (-$81.1K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED
Shares14,899 from 14,784
Change+115 (+1%)
Value$340.1K (+$707)
Filed 2026-11-02
BXM Wealth LLC
DECREASED
Shares13,903 from 26,985
Change-13,082 (-48%)
Value$317.3K (-$302.1K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares13,741 from 12,644
Change+1,097 (+9%)
Value$313.6K (+$23.4K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
DECREASED
Shares13,190 from 20,428
Change-7,238 (-35%)
Value$301.1K (-$167.9K)
Filed 2026-10-16
Insight Wealth Partners, LLC
UNCHANGED
Shares12,701 from 12,701
Change0 (0%)
Value$289.9K (-$1.7K)
Filed 2026-10-26
Iron Financial LLC
DECREASED
Shares12,563 from 22,222
Change-9,659 (-43%)
Value$286.7K (-$223.4K)
Filed 2026-10-23
Tassel Capital Management, Inc.
DECREASED
Shares11,624 from 13,154
Change-1,530 (-12%)
Value$265.3K (-$36.6K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares11,219 from 11,594
Change-375 (-3%)
Value$256.1K (-$10.1K)
Filed 2026-10-14
Moneco Advisors, LLC
DECREASED
Shares10,135 from 10,199
Change-64 (-1%)
Value$231.3K (-$2.8K)
Filed 2026-11-05
XML Financial, LLC
UNCHANGED
Shares9,575 from 9,575
Change0 (0%)
Value$218.5K (-$1.2K)
Filed 2026-10-29
PKS Advisory Services, LLC
UNCHANGED
Shares9,345 from 9,345
Change0 (0%)
Value$214.5K ($0)
Filed 2026-10-26
Collective Family Office LLC
DECREASED
Shares9,216 from 666,309
Change-657,093 (-99%)
Value$210.4K (-$15.1M)
Filed 2026-10-05
Horizon Financial Services, LLC
DECREASED
Shares8,962 from 11,425
Change-2,463 (-22%)
Value$204.6K (-$57.7K)
Filed 2026-11-04
Asset Dedication, LLC
UNCHANGED
Shares4,807 from 4,807
Change0 (0%)
Value$109.7K (-$625)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares3,819 from 3,819
Change0 (0%)
Value$87.2K (-$496)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares3,667
Change+3,667
Value$83.7K
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares2,482 from 16,089
Change-13,607 (-85%)
Value$56.7K (-$312.7K)
Filed 2026-10-08
Ashton Thomas Securities, LLC
DECREASED
Shares1,910 from 1,964
Change-54 (-3%)
Value$43.6K (-$1.5K)
Filed 2026-10-26
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$40.7K (-$232)
Filed 2026-10-19
Fifth Third Bancorp
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$33.3K (-$189)
Filed 2026-11-05
CX Institutional
INCREASED
Shares1,320 from 1,305
Change+15 (+1%)
Value$30 ($0)
Filed 2026-10-02
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$28.0K (-$160)
Filed 2026-10-01
Aspect Partners, LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$6.2K (-$36)
Filed 2026-10-20
Kingdom Financial Group Llc.
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$4.4K (-$25)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares163 from 2,209
Change-2,046 (-93%)
Value$3.7K (-$47.0K)
Filed 2026-10-16
Wolff Wiese Magana LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$2.9K (-$17)
Filed 2026-10-15
Community Financial Services Group, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$2.9K (-$15)
Filed 2026-10-15
Independence Bank of Kentucky
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$2.3K (-$13)
Filed 2026-10-26
Ironwood Financial, llc
CLOSED
Shares0 from 230,453
Change-230,453 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-20
Axim Planning & Wealth
CLOSED
Shares0 from 30,440
Change-30,440 (-100%)
Value$0 (-$698.8K)
Filed 2026-10-28
Claro Advisors Inc.
CLOSED
Shares0 from 9,097
Change-9,097 (-100%)
Value$0 (-$208.8K)
Filed 2026-11-02
Carnegie Investment Counsel
CLOSED
Shares0 from 8,965
Change-8,965 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 3,250
Change-3,250 (-100%)
Value$0 (-$74.6K)
Filed 2026-10-30
United Community Bank
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$29.8K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,008
Change-1,008 (-100%)
Value$0 (-$23.1K)
Filed 2026-11-02
RHL Group, LLC
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$14.7K)
Filed 2026-11-04
Private Trust Co NA
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$597)
Filed 2026-10-15
Friedenthal Financial
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$161)
Filed 2026-10-27
LPL Financial LLC
N/A
Shares— from 1,925,101
Change-1,925,101 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,362,754
Change-1,362,754 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,236,482
Change-1,236,482 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,015,679
Change-1,015,679 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 924,269
Change-924,269 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 845,074
Change-845,074 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 830,303
Change-830,303 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 598,587
Change-598,587 (-100%)
Value—
UBS Group AG
N/A
Shares— from 598,155
Change-598,155 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 560,867
Change-560,867 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 507,769
Change-507,769 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 432,891
Change-432,891 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 377,575
Change-377,575 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 361,418
Change-361,418 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 320,516
Change-320,516 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 293,250
Change-293,250 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 273,030
Change-273,030 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 255,611
Change-255,611 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 230,792
Change-230,792 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 209,063
Change-209,063 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 196,417
Change-196,417 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 189,443
Change-189,443 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 178,694
Change-178,694 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 171,667
Change-171,667 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 162,149
Change-162,149 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 153,950
Change-153,950 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 147,878
Change-147,878 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 138,166
Change-138,166 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 122,245
Change-122,245 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 110,818
Change-110,818 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 99,214
Change-99,214 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,176
Change-85,176 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 78,967
Change-78,967 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 77,664
Change-77,664 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 74,804
Change-74,804 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 67,496
Change-67,496 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 61,432
Change-61,432 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 61,025
Change-61,025 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 52,588
Change-52,588 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 48,734
Change-48,734 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 45,180
Change-45,180 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 33,866
Change-33,866 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 33,813
Change-33,813 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 29,892
Change-29,892 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 27,191
Change-27,191 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 25,386
Change-25,386 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 24,304
Change-24,304 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 23,136
Change-23,136 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 22,620
Change-22,620 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,447
Change-22,447 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 21,045
Change-21,045 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,512
Change-20,512 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,802
Change-19,802 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,142
Change-17,142 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,785
Change-16,785 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,191
Change-16,191 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,518
Change-15,518 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 15,428
Change-15,428 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,584
Change-14,584 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,267
Change-12,267 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 11,346
Change-11,346 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,757
Change-10,757 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,732
Change-10,732 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,192
Change-10,192 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,929
Change-9,929 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,686
Change-9,686 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,446
Change-9,446 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,117
Change-7,117 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,432
Change-3,432 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 426
Change-426 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Mirador Capital Partners LP
DECREASED1,331,6152,714,747-1,383,132-51%$62.3M$30.4M-$31.9M2026-10-09
Parkway Wealth Management Group, LLC
INCREASED448,803441,155+7,648+2%$10.1M$10.2M+$117.2K2026-10-20
Cornerstone Planning, LLC
INCREASED430,871428,119+2,752+1%$9.8M$9.9M+$49.1K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED346,868340,946+5,922+2%$7.8M$7.9M+$90.8K2026-11-03
Lido Advisors, LLC
DECREASED343,800346,898-3,098-1%$8.0M$7.8M-$115.8K2026-11-04
Larson Financial Group LLC
DECREASED292,060329,412-37,352-11%$7.6M$6.7M-$895.4K2026-11-05
Commonwealth Equity Services, LLC
DECREASED273,140293,559-20,419-7%$6.7M$6.2M-$504.3K2026-11-02
Milestone Asset Management, LLC
INCREASED234,772221,775+12,997+6%$5.1M$5.4M+$267.8K2026-10-15
Kestra Advisory Services, LLC
DECREASED214,368216,754-2,386-1%$5.0M$4.9M-$82.6K2026-11-02
Verity Asset Management, Inc.
DECREASED213,717311,813-98,096-31%$7.2M$4.9M-$2.3M2026-10-30
Howard Wealth Management, LLC
INCREASED212,439211,404+1,035+0%$4.9M$4.8M-$3.8K2026-10-28
Banta Asset Management LP
DECREASED194,233197,933-3,700-2%$4.5M$4.4M-$110.2K2026-11-02
Evexia Wealth LLC
INCREASED181,825175,895+5,930+3%$4.0M$4.1M+$113.1K2026-11-05
Pacific Wealth Strategies Group, Inc.
INCREASED163,888155,192+8,696+6%$3.6M$3.7M+$178.3K2026-11-02
HB Wealth Management, LLC
DECREASED153,820155,441-1,621-1%$3.6M$3.5M-$57.2K2026-10-23
Sidoxia Capital Management, LLC
DECREASED147,768158,727-10,959-7%$3.6M$3.4M-$270.8K2026-10-28
Prospera Financial Services Inc
DECREASED138,475155,011-16,536-11%$3.6M$3.2M-$399.2K2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED136,745144,099-7,354-5%$3.3M$3.1M-$186.6K2026-10-26
Intrua Financial, LLC
DECREASED118,931127,965-9,034-7%$2.9M$2.7M-$222.8K2026-10-28
Thrivent Financial for Lutherans
DECREASED109,936110,373-4370%$2.5M$2.5M-$25.0K2026-11-05
Accurate Wealth Management, LLC
DECREASED108,725116,206-7,481-6%$2.7M$2.5M-$186.5K2026-10-20
Altium Investment Strategies LLC
UNCHANGED108,725108,72500%$2.5M$2.5M-$14.7K2026-10-20
Merit Financial Group, LLC
NEW104,747—+104,747——$2.4M—2026-11-06
Horizons Wealth Management
NEW98,342—+98,342——$2.2M—2026-10-05
S.E.E.D. Planning Group LLC
DECREASED88,05488,387-3330%$2.0M$2.0M-$19.1K2026-10-07
TD Waterhouse Canada Inc.
DECREASED86,26696,442-10,176-11%$2.2M$2.0M-$175.3K2026-10-16
Independent Wealth Advisors LLC
DECREASED86,11687,956-1,840-2%$2.0M$2.0M-$53.4K2026-10-27
SFE Investment Counsel
DECREASED83,536166,621-83,085-50%$3.8M$1.9M-$1.9M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED81,15158,623+22,528+38%$1.3M$1.9M+$506.0K2026-11-02
AA Financial Advisors, LLC
DECREASED75,78786,302-10,515-12%$2.0M$1.7M-$251.2K2026-10-19
Ledgewood Wealth Advisors, LLC
INCREASED68,22665,178+3,048+5%$1.5M$1.6M+$61.1K2026-10-09
Global Assets Advisory, LLC
INCREASED68,20766,976+1,231+2%$1.5M$1.6M+$20.4K2026-10-28
Blue Capital, Inc.
NEW67,577—+67,577——$1.5M—2026-10-13
Sound Stewardship, LLC
INCREASED60,59558,865+1,730+3%$1.4M$1.4M+$31.8K2026-10-14
Key FInancial Inc
DECREASED57,18163,641-6,460-10%$1.5M$1.3M-$155.7K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED53,98044,710+9,270+21%$1.0M$1.2M+$205.8K2026-10-08
Allworth Financial LP
INCREASED52,38451,384+1,000+2%$1.2M$1.2M+$23.0K2026-11-06
HUB Investment Partners, LLC
DECREASED49,87053,906-4,036-7%$1.2M$1.1M-$99.1K2026-11-03
Altrius Capital Management Inc
DECREASED49,21850,797-1,579-3%$1.2M$1.1M-$42.6K2026-11-05
Werba Rubin Papier Wealth Management
DECREASED47,45256,304-8,852-16%$1.3M$1.1M-$209.4K2026-11-06
Wagner Wealth Management, Corp
INCREASED45,02141,462+3,559+9%$951.7K$1.0M+$75.9K2026-10-20
Ballew Advisors, Inc
UNCHANGED42,04942,04900%$965.2K$959.8K-$5.5K2026-10-05
Semitam Bonam LLC
INCREASED38,22337,000+1,223+3%$849.3K$872.4K+$23.1K2026-10-27
Gradient Investments LLC
INCREASED37,68920,474+17,215+84%$470.0K$860.2K+$390.3K2026-10-08
Livet Wealth, LLC
DECREASED37,58043,464-5,884-14%$997.7K$857.8K-$140.0K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED36,62436,493+131+0%$837.7K$836.0K-$1.8K2026-11-05
Brookstone Capital Management
DECREASED36,17138,923-2,752-7%$893.5K$825.6K-$67.9K2026-10-22
Stablepoint Partners, LLC
DECREASED32,10045,652-13,552-30%$1.0M$732.7K-$315.3K2026-11-03
MGO One Seven LLC
DECREASED31,617226,152-194,535-86%$5.2M$721.7K-$4.5M2026-10-28
Farnam Financial LLC
DECREASED31,49732,308-811-3%$741.6K$718.9K-$22.7K2026-10-21
Wealth Advisory Solutions, LLC
INCREASED29,43828,786+652+2%$660.8K$671.9K+$11.1K2026-10-20
StoneX Group Inc.
INCREASED28,89010,631+18,259+172%$245.0K$660.6K+$415.5K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED27,56527,317+248+1%$627.1K$629.2K+$2.1K2026-10-27
Private Advisory Group LLC
DECREASED24,78624,997-211-1%$573.8K$565.7K-$8.1K2026-11-06
Meriwether Wealth & Planning, LLC
DECREASED23,50925,239-1,730-7%$579.4K$536.6K-$42.8K2026-10-13
4Thought Financial Group Inc.
INCREASED23,06122,965+96+0%$527.2K$526.4K-$7892026-11-02
Independent Financial Group, LLC
DECREASED22,06329,156-7,093-24%$669.3K$503.6K-$165.7K2026-10-13
Wilkins Miller Wealth Management, LLC
DECREASED21,84423,687-1,843-8%$543.7K$498.6K-$45.1K2026-10-13
Flavin Financial Services, Inc.
UNCHANGED21,71421,71400%$498.4K$495.6K-$2.8K2026-10-21
AlphaStar Capital Management, LLC
INCREASED20,43919,503+936+5%$447.7K$466.5K+$18.8K2026-10-16
FF Advisors,LLC
DECREASED18,50021,800-3,300-15%$500.4K$422.3K-$78.2K2026-10-21
BCS Wealth Management
UNCHANGED18,03718,03700%$414.0K$411.7K-$2.3K2026-11-03
Collaborative Fund Advisors, LLC
DECREASED17,84919,413-1,564-8%$445.6K$407.4K-$38.2K2026-11-02
Montis Financial, LLC
DECREASED17,21938,956-21,737-56%$894.2K$393.0K-$501.2K2026-11-04
CRA Financial Services, LLC
DECREASED16,75620,532-3,776-18%$471.3K$382.5K-$88.9K2026-10-16
Net Worth Advisory Group
DECREASED16,64016,943-303-2%$388.9K$379.7K-$9.2K2026-10-20
Voisard Asset Management Group, Inc.
DECREASED15,72919,173-3,444-18%$440.1K$359.0K-$81.1K2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED14,89914,784+115+1%$339.4K$340.1K+$7072026-11-02
BXM Wealth LLC
DECREASED13,90326,985-13,082-48%$619.4K$317.3K-$302.1K2026-11-03
Wealth Quarterback LLC
INCREASED13,74112,644+1,097+9%$290.3K$313.6K+$23.4K2026-10-20
Quad-Cities Investment Group, LLC
DECREASED13,19020,428-7,238-35%$468.9K$301.1K-$167.9K2026-10-16
Insight Wealth Partners, LLC
UNCHANGED12,70112,70100%$291.6K$289.9K-$1.7K2026-10-26
Iron Financial LLC
DECREASED12,56322,222-9,659-43%$510.1K$286.7K-$223.4K2026-10-23
Tassel Capital Management, Inc.
DECREASED11,62413,154-1,530-12%$301.9K$265.3K-$36.6K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED11,21911,594-375-3%$266.1K$256.1K-$10.1K2026-10-14
Moneco Advisors, LLC
DECREASED10,13510,199-64-1%$234.1K$231.3K-$2.8K2026-11-05
XML Financial, LLC
UNCHANGED9,5759,57500%$219.8K$218.5K-$1.2K2026-10-29
PKS Advisory Services, LLC
UNCHANGED9,3459,34500%$214.5K$214.5K$02026-10-26
Collective Family Office LLC
DECREASED9,216666,309-657,093-99%$15.3M$210.4K-$15.1M2026-10-05
Horizon Financial Services, LLC
DECREASED8,96211,425-2,463-22%$262.3K$204.6K-$57.7K2026-11-04
Asset Dedication, LLC
UNCHANGED4,8074,80700%$110.3K$109.7K-$6252026-11-03
CoreCap Advisors, LLC
UNCHANGED3,8193,81900%$87.7K$87.2K-$4962026-10-08
EverSource Wealth Advisors, LLC
NEW3,667—+3,667——$83.7K—2026-11-04
Farther Finance Advisors, LLC
DECREASED2,48216,089-13,607-85%$369.3K$56.7K-$312.7K2026-10-08
Ashton Thomas Securities, LLC
DECREASED1,9101,964-54-3%$45.1K$43.6K-$1.5K2026-10-26
Richards, Merrill & Peterson, Inc.
UNCHANGED1,7831,78300%$40.9K$40.7K-$2322026-10-19
Fifth Third Bancorp
UNCHANGED1,4581,45800%$33.5K$33.3K-$1892026-11-05
CX Institutional
INCREASED1,3201,305+15+1%$30$30$02026-10-02
Sarver Vrooman Wealth Advisors
UNCHANGED1,2271,22700%$28.2K$28.0K-$1602026-10-01
Aspect Partners, LLC
UNCHANGED27327300%$6.3K$6.2K-$362026-10-20
Kingdom Financial Group Llc.
UNCHANGED19219200%$4.4K$4.4K-$252026-11-04
IFP Advisors, Inc
DECREASED1632,209-2,046-93%$50.7K$3.7K-$47.0K2026-10-16
Wolff Wiese Magana LLC
UNCHANGED12912900%$3.0K$2.9K-$172026-10-15
Community Financial Services Group, LLC
UNCHANGED12512500%$2.9K$2.9K-$152026-10-15
Independence Bank of Kentucky
UNCHANGED10110100%$2.3K$2.3K-$132026-10-26
Ironwood Financial, llc
CLOSED0230,453-230,453-100%$5.3M$0-$5.3M2026-10-20
Axim Planning & Wealth
CLOSED030,440-30,440-100%$698.8K$0-$698.8K2026-10-28
Claro Advisors Inc.
CLOSED09,097-9,097-100%$208.8K$0-$208.8K2026-11-02
Carnegie Investment Counsel
CLOSED08,965-8,965-100%$205.8K$0-$205.8K2026-10-20
Capital Investment Advisory Services, LLC
CLOSED03,250-3,250-100%$74.6K$0-$74.6K2026-10-30
United Community Bank
CLOSED01,300-1,300-100%$29.8K$0-$29.8K2026-10-28
International Assets Investment Management, LLC
CLOSED01,008-1,008-100%$23.1K$0-$23.1K2026-11-02
RHL Group, LLC
CLOSED0640-640-100%$14.7K$0-$14.7K2026-11-04
Private Trust Co NA
CLOSED0403-403-100%$9.3K$0-$9.3K2026-10-20
AdvisorNet Financial, Inc
CLOSED026-26-100%$597$0-$5972026-10-15
Friedenthal Financial
CLOSED07-7-100%$161$0-$1612026-10-27
LPL Financial LLC
N/A—1,925,101-1,925,101-100%$44.2M———
Morgan Stanley
N/A—1,362,754-1,362,754-100%$31.3M———
Cetera Investment Advisers
N/A—1,236,482-1,236,482-100%$28.4M———
Jaffetilchin Investment Partners, LLC
N/A—1,015,679-1,015,679-100%$23.3M———
Wells Fargo & Company
N/A—924,269-924,269-100%$21.2M———
Osaic Holdings, Inc.
N/A—845,074-845,074-100%$19.4M———
Citadel Advisors LLC
N/A—830,303-830,303-100%$19.1M———
Mercer Global Advisors Inc
N/A—598,587-598,587-100%$13.7M———
UBS Group AG
N/A—598,155-598,155-100%$13.7M———
Migdal Insurance & Financial Holdings Ltd.
N/A—560,867-560,867-100%$12.9M———
Advisory Alpha, LLC
N/A—507,769-507,769-100%$11.7M———
Envestnet Asset Management Inc
N/A—432,891-432,891-100%$9.9M———
United Capital Financial Advisors, LLC
N/A—377,575-377,575-100%$8.7M———
Delta Investment Management, LLC
N/A—361,418-361,418-100%$8.3M———
MML Investors Services, LLC
N/A—320,516-320,516-100%$7.4M———
Bank of Montreal
N/A—293,250-293,250-100%$6.7M———
Raymond James Financial Inc
N/A—273,030-273,030-100%$6.3M———
IHT Wealth Management, LLC
N/A—255,611-255,611-100%$5.9M———
Ameriprise Financial Inc
N/A—230,792-230,792-100%$5.3M———
Jones Financial Companies Lllp
N/A—209,063-209,063-100%$4.8M———
Foundations Investment Advisors, LLC
N/A—196,417-196,417-100%$4.5M———
Oder Investment Management, LLC
N/A—189,443-189,443-100%$4.3M———
Ark Wealth Advisors LLC
N/A—178,694-178,694-100%$4.1M———
Stifel Financial Corp
N/A—171,667-171,667-100%$3.9M———
RPg Family Wealth Advisory, LLC
N/A—162,149-162,149-100%$3.7M———
Bank of America Corp
N/A—153,950-153,950-100%$3.5M———
Legacy Financial Group LLC
N/A—147,878-147,878-100%$3.4M———
Private Advisor Group, LLC
N/A—138,166-138,166-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—122,245-122,245-100%$2.8M———
Strait & Sound Wealth Management LLC
N/A—110,818-110,818-100%$2.5M———
TFR Capital, Llc.
N/A—99,214-99,214-100%$2.3M———
NewEdge Advisors, LLC
N/A—85,176-85,176-100%$2.0M———
Royal Bank of Canada
N/A—78,967-78,967-100%$1.8M———
Northwest Bancshares, Inc.
N/A—77,664-77,664-100%$1.8M———
Paradiem, LLC
N/A—74,804-74,804-100%$1.7M———
Camelot Portfolios, LLC
N/A—67,496-67,496-100%$1.5M———
Kovack Advisors, Inc.
N/A—61,432-61,432-100%$1.4M———
Vantage Point Financial LLC
N/A—61,025-61,025-100%$1.4M———
Beto Financial Group, LLC
N/A—52,588-52,588-100%$1.2M———
Geneos Wealth Management Inc.
N/A—48,734-48,734-100%$1.1M———
Brown Advisory Inc
N/A—45,180-45,180-100%$1.0M———
Wealthspire Retirement, LLC
N/A—33,866-33,866-100%$777.4K———
Ausdal Financial Partners, Inc.
N/A—33,813-33,813-100%$776.2K———
Orion Porfolio Solutions, LLC
N/A—29,892-29,892-100%$686.2K———
Capital Analysts, LLC
N/A—27,191-27,191-100%$624.0K———
Invesco Ltd.
N/A—25,386-25,386-100%$582.7K———
Tower Research Capital LLC (TRC)
N/A—24,304-24,304-100%$557.9K———
Atlantic Union Bankshares Corp
N/A—23,136-23,136-100%$531.1K———
Koss-Olinger Consulting, LLC
N/A—22,620-22,620-100%$519.2K———
Captrust Financial Advisors
N/A—22,447-22,447-100%$515.3K———
Everstar Asset Management, LLC
N/A—21,045-21,045-100%$483.1K———
Beacon Pointe Advisors, LLC
N/A—20,512-20,512-100%$470.9K———
Arax Advisory Partners
N/A—19,802-19,802-100%$454.6K———
HRT Financial LP
N/A—17,142-17,142-100%$393.0K———
Janney Montgomery Scott LLC
N/A—16,785-16,785-100%$385.0K———
Stratos Wealth Partners, Ltd.
N/A—16,191-16,191-100%$371.7K———
Modern Wealth Management, LLC
N/A—15,518-15,518-100%$356.2K———
Alerus Financial NA
N/A—15,428-15,428-100%$354.2K———
Jane Street Group, LLC
N/A—14,584-14,584-100%$334.8K———
Rothschild Wealth LLC
N/A—12,475-12,475-100%$286.4K———
OneAscent Financial Services LLC
N/A—12,267-12,267-100%$281.6K———
Arete Wealth Advisors, LLC
N/A—11,346-11,346-100%$260.3K———
Mutual Advisors, LLC
N/A—10,757-10,757-100%$246.9K———
Stephens Inc
N/A—10,732-10,732-100%$246.3K———
Equitable Holdings, Inc.
N/A—10,192-10,192-100%$234.0K———
Nalls Sherbakoff Group, LLC
N/A—10,112-10,112-100%$232.1K———
Susquehanna International Group, LLP
N/A—9,929-9,929-100%$227.9K———
Two Sigma Securities, LLC
N/A—9,686-9,686-100%$222.3K———
AQR Capital Management LLC
N/A—9,446-9,446-100%$216.8K———
Waverly Advisors, LLC
N/A—9,222-9,222-100%$211.7K———
Insigneo Advisory Services, LLC
N/A—9,000-9,000-100%$206.6K———
Steward Partners Investment Advisory, LLC
N/A—8,431-8,431-100%$193.5K———
Keating Financial Advisory Services, Inc.
N/A—7,117-7,117-100%$163.4K———
Rockefeller Capital Management L.P.
N/A—6,402-6,402-100%$147.0K———
JPMorgan Chase & Co
N/A—3,714-3,714-100%$85.2K———
Northwestern Mutual Wealth Management Co
N/A—3,432-3,432-100%$78.8K———
BlackRock, Inc.
N/A—3,172-3,172-100%$72.8K———
Fiduciary Financial Advisors
N/A—1,966-1,966-100%$45.1K———
IFG Advisory, LLC
N/A—1,861-1,861-100%$42.7K———
FMR LLC
N/A—1,185-1,185-100%$27.2K———
Global Retirement Partners, LLC
N/A—964-964-100%$22.1K———
Cbiz Investment Advisory Services, LLC
N/A—506-506-100%$11.7K———
Harbour Investments, Inc.
N/A—426-426-100%$9.8K———
Aptus Capital Advisors, LLC
N/A—403-403-100%$9.3K———
Anchor Investment Management, LLC
N/A—400-400-100%$9.2K———
AE Wealth Management LLC
N/A—155-155-100%$3.6K———
BNP Paribas Financial Markets
N/A—50-50-100%$1.1K———
Showing 193 of 193 institutions