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Invesco Bulletshares 2028 CB (BSCS)

CUSIP: 46138J643 | NYSE | 590 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lido Advisors, LLC4,285,889
0.2% of portfolio›$86.3M
Fusion Family Wealth, LLC2,403,112
3.2% of portfolio›$48.4M
Tlwm1,765,162
5.7% of portfolio›$35.5M
Clark Asset Management, LLC1,444,441
2.1% of portfolio›$29.1M
Brookstone Capital Management1,338,987
0.3% of portfolio›$26.9M
Cambridge Investment Research Advisors, Inc.1,313,925
0.1% of portfolio›$26.4M
Kestra Advisory Services, LLC999,084
0.1% of portfolio›$20.1M
Cornerstone Wealth Management, LLC916,318
0.8% of portfolio›$18.4M
Asset Dedication, LLC829,325
1.0% of portfolio›$16.7M
Prospera Financial Services Inc758,018
0.2% of portfolio›$15.3M
Kestra Private Wealth Services, LLC693,152
0.1% of portfolio›$13.9M
Kirr Marbach & Co LLC669,038
2.5% of portfolio›$13.5M
Cornerstone Planning, LLC645,168
2.7% of portfolio›$13.1M
Straight Path Wealth Management581,829
2.6% of portfolio›$11.7M
Cookson Peirce & Co Inc561,833
0.4% of portfolio›$11.3M
Central Valley Advisors, LLC554,138
3.0% of portfolio›$11.2M
Commonwealth Equity Services, LLC551,648
0.0% of portfolio›$11.1M
HUB Investment Partners, LLC504,550
0.2% of portfolio›$10.2M
Hengehold Capital Management LLC498,602
0.8% of portfolio›$10.0M
First International Bank of Israel Ltd.498,000
4.1% of portfolio›$10.0M
Ironwood Financial, llc493,835
1.5% of portfolio›$9.9M
Sound Stewardship, LLC456,634
3.7% of portfolio›$9.2M
Red Spruce Capital, LLC455,717
3.2% of portfolio›$9.2M
Ledgewood Wealth Advisors, LLC453,633
5.0% of portfolio›$9.1M
Carnegie Investment Counsel446,975
0.2% of portfolio›$9.0M
SFE Investment Counsel416,452
1.1% of portfolio›$8.4M
Carroll Advisory Group, LLC399,042
2.5% of portfolio›$8.0M
Marietta Wealth Management, LLC387,520
0.8% of portfolio›$7.8M
Financial Solutions Advisory Group, Inc.373,666
1.0% of portfolio›$7.6M
BCS Wealth Management365,298
1.3% of portfolio›$7.4M
Meriwether Wealth & Planning, LLC355,188
3.2% of portfolio›$7.1M
Old Second National Bank of Aurora347,316
1.4% of portfolio›$7.0M
Parisi Gray Wealth Management333,966
1.3% of portfolio›$6.7M
Parr Mcknight Wealth Management Group, LLC315,910
0.8% of portfolio›$6.4M
Carmel Capital Partners, LLC308,487
2.2% of portfolio›$6.2M
Decker Wealth Management LLC298,744
1.2% of portfolio›$6.0M
Howard Wealth Management, LLC292,665
2.1% of portfolio›$5.9M
Laurel Wealth Advisors LLC289,698
0.5% of portfolio›$5.8M
Wilkins Miller Wealth Management, LLC285,036
3.2% of portfolio›$5.7M
Farnam Financial LLC283,009
4.2% of portfolio›$5.7M
Trilogy Capital Inc.261,108
0.2% of portfolio›$5.3M
AA Financial Advisors, LLC248,216
0.6% of portfolio›$5.0M
NorthAvenue LLC243,896
3.5% of portfolio›$4.9M
MGO One Seven LLC232,379
0.1% of portfolio›$4.7M
Old Port Advisors225,192
0.9% of portfolio›$4.5M
Horizons Wealth Management208,883
2.6% of portfolio›$4.2M
S.E.E.D. Planning Group LLC204,824
1.0% of portfolio›$4.1M
River Street Advisors LLC203,270
1.3% of portfolio›$4.1M
Livet Wealth, LLC202,396
2.3% of portfolio›$4.1M
Matthew Goff Investment Advisor, LLC202,278
0.6% of portfolio›$4.1M
Kathmere Capital Management, LLC201,027
0.2% of portfolio›$4.0M
Infinity Wealth Counsel, LLC189,721
3.1% of portfolio›$3.8M
Pacific Wealth Strategies Group, Inc.184,168
2.0% of portfolio›$3.7M
CRA Financial Services, LLC171,679
0.4% of portfolio›$3.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management168,714
0.0% of portfolio›$3.4M
Silverlake Wealth Management LLC162,742
0.6% of portfolio›$3.3M
AlphaStar Capital Management, LLC160,827
0.2% of portfolio›$3.2M
Whitener Capital Management, Inc.160,071
0.6% of portfolio›$3.2M
Opulen Financial Group LLC154,465
1.9% of portfolio›$3.1M
Gill Capital Partners, LLC154,056
0.8% of portfolio›$3.1M
Leisure Capital Management152,738
1.0% of portfolio›$3.1M
Avior Wealth Management, LLC146,021
0.1% of portfolio›$2.9M
Lantz Financial LLC144,535
0.5% of portfolio›$2.9M
VestGen Advisors, LLC144,052
0.1% of portfolio›$2.9M
Oliver Luxxe Assets LLC141,066
0.4% of portfolio›$2.8M
Dynamic Advisor Solutions LLC140,447
0.1% of portfolio›$2.8M
Tenon Financial LLC131,138
0.8% of portfolio›$2.6M
Milestones Private Investment Advisors LLC125,761
2.1% of portfolio›$2.5M
Atria Investments, Inc124,192
0.0% of portfolio›$2.5M
Kohmann Bosshard Financial Services, LLC121,211
0.2% of portfolio›$2.4M
Schear Investment Advisers, LLC116,079
0.3% of portfolio›$2.3M
Tempo Wealth, LLC116,079
0.3% of portfolio›$2.3M
Wagner Wealth Management, Corp115,696
1.8% of portfolio›$2.3M
Truist Financial Corp106,184
0.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC103,797
0.0% of portfolio›$2.1M
Semitam Bonam LLC102,239
1.4% of portfolio›$2.1M
Accurate Wealth Management, LLC98,073
0.2% of portfolio›$2.0M
Hennion & Walsh Asset Management, Inc.97,240
0.1% of portfolio›$2.0M
Redmond Asset Management, LLC91,540
0.5% of portfolio›$1.8M
Redwood Financial Network Corp91,101
1.0% of portfolio›$1.8M
Fourpath Capital Management, LLC91,005
0.2% of portfolio›$1.8M
First City Capital Management, Inc.88,030
0.9% of portfolio›$1.8M
Mission Wealth Management, LP84,471
0.0% of portfolio›$1.7M
G2 Capital Management, LLC / OH83,240
0.4% of portfolio›$1.7M
Pinnacle Financial Group, LLC / IL82,621
0.4% of portfolio›$1.7M
Wingate Wealth Advisors, Inc.82,435
0.7% of portfolio›$1.7M
Butensky & Cohen Financial Security, Inc81,750
0.4% of portfolio›$1.6M
Continuum Wealth Advisors, LLC78,299
0.5% of portfolio›$1.6M
Towne Trust Company, N.a75,542
0.4% of portfolio›$1.5M
Key FInancial Inc75,119
0.2% of portfolio›$1.5M
Diversify Wealth Management, LLC74,643
0.0% of portfolio›$1.5M
Diversify Advisory Services, LLC74,643
0.0% of portfolio›$1.5M
Parallel Advisors, LLC72,734
0.0% of portfolio›$1.5M
Creative Planning69,087
0.0% of portfolio›$1.4M
Beacon Financial Group66,394
0.1% of portfolio›$1.3M
Apella Capital, LLC63,716
0.0% of portfolio›$1.3M
Independence Bank of Kentucky62,013
0.1% of portfolio›$1.2M
XY Planning Network, Inc.61,431
0.1% of portfolio›$1.2M
Virtue Asset Management LLC60,477
0.8% of portfolio›$1.2M
Sawgrass Asset Management LLC60,343
0.2% of portfolio›$1.2M
Segment Wealth Management, LLC59,783
0.1% of portfolio›$1.2M
Gilbert Capital Group, Inc.59,370
0.8% of portfolio›$1.2M
American Institute for Advanced Investment Management, LLP58,696
0.7% of portfolio›$1.2M
Prevail Innovative Wealth Advisors, LLC57,821
0.2% of portfolio›$1.2M
Verdence Capital Advisors LLC57,386
0.0% of portfolio›$1.2M
Cordatus Wealth Management LLC51,295
0.2% of portfolio›$1.0M
IFP Advisors, Inc50,360
0.0% of portfolio›$1.0M
Sensible Money, LLC48,387
0.3% of portfolio›$973.8K
Western Financial Corp48,085
0.3% of portfolio›$967.7K
SAX Wealth Advisors, LLC47,494
0.0% of portfolio›$955.8K
Concurrent Investment Advisors, LLC46,587
0.0% of portfolio›$937.6K
SJS Investment Consulting Inc.46,196
0.1% of portfolio›$929.7K
Insight Wealth Partners, LLC45,535
0.1% of portfolio›$916.4K
Sigma Planning Corp45,113
0.0% of portfolio›$907.9K
4Thought Financial Group Inc.44,254
0.4% of portfolio›$890.6K
Cypress Wealth Services, LLC44,046
0.1% of portfolio›$888.6K
City Holding Co43,090
0.1% of portfolio›$867.0K
Jm2 Capital Inc.38,972
0.5% of portfolio›$784.3K
First Fiduciary Investment Counsel, Inc.38,625
0.4% of portfolio›$777.0K
Legacy Wealth Management, LLC / MS37,460
0.2% of portfolio›$753.9K
Wealth Quarterback LLC36,306
0.2% of portfolio›$730.7K
Unified Investment Management35,690
0.6% of portfolio›$718.3K
Meridian Financial Partners LLC35,395
0.2% of portfolio›$715.5K
Independent Financial Group, LLC35,378
0.0% of portfolio›$712.0K
Allen Capital Group, LLC34,802
0.1% of portfolio›$700.4K
Gryphon Financial Partners LLC33,339
0.1% of portfolio›$670.9K
Meitav Investment House LTD31,098
0.0% of portfolio›$624.9K
Capital Investment Advisors, LLC30,667
0.0% of portfolio›$617.2K
GPM Growth Investors, Inc.29,494
0.3% of portfolio›$593.6K
Aprio Wealth Management, LLC29,137
0.0% of portfolio›$586.4K
Strategic Family Wealth Counselors, L.L.C.29,085
0.1% of portfolio›$585.3K
NewCorp Financial Services, Inc.28,556
0.4% of portfolio›$574.7K
Provenance Wealth Advisors, LLC27,540
0.0% of portfolio›$554.2K
Voisard Asset Management Group, Inc.27,357
0.1% of portfolio›$550.6K
Comprehensive Financial Consultants Institutional, Inc.27,262
0.1% of portfolio›$548.6K
Well Done, LLC27,234
0.1% of portfolio›$548.1K
Ballew Advisors, Inc27,233
0.3% of portfolio›$548.4K
Sigma Investment Counselors Inc27,012
0.0% of portfolio›$543.6K
Axxcess Wealth Management, LLC26,925
0.0% of portfolio›$541.9K
HB Wealth Management, LLC26,507
0.0% of portfolio›$533.5K
Members Wealth LLC26,342
0.3% of portfolio›$531.8K
Montag A & Associates Inc25,460
0.0% of portfolio›$512.4K
Landaas & Co24,763
0.1% of portfolio›$498.4K
Redhawk Wealth Advisors, Inc.24,419
0.0% of portfolio›$491.4K
Net Worth Advisory Group24,343
0.1% of portfolio›$490.6K
Wealthcare Advisory Partners LLC23,687
0.0% of portfolio›$476.7K
Tennessee Valley Asset Management Partners23,495
0.1% of portfolio›$472.8K
Yankcom Partnership22,738
0.2% of portfolio›$457.6K
Clear Creek Financial Management, LLC21,616
0.0% of portfolio›$435.0K
Park Avenue Securities LLC21,449
0.0% of portfolio›$432.0K
Capital Investment Advisory Services, LLC21,261
0.0% of portfolio›$427.9K
Tassel Capital Management, Inc.20,776
0.2% of portfolio›$418.1K
RVW Wealth, LLC20,440
0.0% of portfolio›$411.4K
Berkshire Money Management, Inc.20,159
0.0% of portfolio›$405.7K
SMI Advisory Services, LLC19,483
0.1% of portfolio›$393.5K
Legacy Private Trust Co.19,475
0.0% of portfolio›$391.9K
Private Trust Co NA19,130
0.0% of portfolio›$385.0K
B. Riley Wealth Advisors, Inc.16,800
0.0% of portfolio›$338.1K
Ascentis Independent Advisors16,675
0.0% of portfolio›$335.6K
Somerset Trust Co16,269
0.1% of portfolio›$327.4K
Bill Few Associates, Inc.15,339
0.1% of portfolio›$308.7K
Sowell Financial Services LLC15,094
0.0% of portfolio›$303.8K
Phillip James Consulting Co.14,540
0.2% of portfolio›$292.6K
Legacy Wealth Partners, LLC14,476
0.1% of portfolio›$291.3K
Choreo, LLC14,154
0.0% of portfolio›$284.8K
ASL Financial, LLC14,013
0.2% of portfolio›$282.0K
Yoder Wealth Management, Inc.13,450
0.1% of portfolio›$270.7K
Davenport & Co LLC12,853
0.0% of portfolio›$258.7K
Intrua Financial, LLC12,412
0.0% of portfolio›$249.8K
Certified Advisory Corp12,271
0.0% of portfolio›$247.0K
Indivisible Partners12,109
0.0% of portfolio›$243.7K
Altus Wealth Group LLC12,059
0.1% of portfolio›$242.7K
Davis Capital Management11,895
0.1% of portfolio›$239.4K
Castleview Partners, LLC11,825
0.1% of portfolio›$238.0K
SigFig Wealth Management, LLC11,754
0.0% of portfolio›$236.5K
Strid Group, LLC11,462
0.0% of portfolio›$230.7K
Foundry Financial Group, Inc.11,154
0.1% of portfolio›$224.5K
Ashton Thomas Private Wealth, LLC10,552
0.0% of portfolio›$212.4K
Integris Wealth Management, LLC10,402
0.0% of portfolio›$209.3K
D.A. Davidson & Co.10,195
0.0% of portfolio›$205.2K
Signature Estate & Investment Advisors LLC10,034
0.0% of portfolio›$201.9K
ARQ Wealth Advisors, LLC10,000
0.0% of portfolio›$201.3K
McCarley & Cook Financial Planners8,033
0.1% of portfolio›$161.7K
Eastern Bank6,686
0.0% of portfolio›$134.6K
Latitude Advisors, LLC6,520
0.0% of portfolio›$131.2K
United Community Bank5,500
0.0% of portfolio›$110.7K
Marquette Asset Management, LLC3,867
0.0% of portfolio›$77.8K
Sarver Vrooman Wealth Advisors3,092
0.0% of portfolio›$62.2K
1620 Investment Advisors, Inc.2,130
0.0% of portfolio›$42.9K
Pinnacle Bancorp, Inc.1,475
0.0% of portfolio›$29.7K
First Bancorp, Inc1,217
0.0% of portfolio›$24.5K
West Branch Capital LLC1,097
0.0% of portfolio›$22.1K
Y.D. More Investments Ltd992
0.0% of portfolio›$20.0K
Gamma Investing LLC979
0.0% of portfolio›$19.7K
Aspect Partners, LLC975
0.0% of portfolio›$19.6K
City State Bank967
0.0% of portfolio›$19.5K
Farther Finance Advisors, LLC855
0.0% of portfolio›$17.2K
Lanark Financial, Inc.750
0.0% of portfolio›$15.1K
Harbor Investment Advisory, LLC640
0.0% of portfolio›$12.9K
Gilpin Wealth Management, LLC600
0.0% of portfolio›$12.1K
Signature Equity Partners, LLC447
0.0% of portfolio›$9.0K
DiNuzzo Private Wealth, Inc.433
0.0% of portfolio›$8.7K
Assetmark, Inc393
0.0% of portfolio›$7.9K
CX Institutional356
0.0% of portfolio›$7
First Premier Bank305
0.0% of portfolio›$6
Creative Financial Designs Inc281
0.0% of portfolio›$5.7K
Caldwell Trust Co182
0.0% of portfolio›$3.7K
Golden State Wealth Management, LLC116
0.0% of portfolio›$2.3K
Evolution Wealth Management Inc.92
0.0% of portfolio›$1.9K
Tradewinds Capital Management, LLC88
0.0% of portfolio›$1.8K
Proathlete Wealth Management LLC45
0.0% of portfolio›$914
StyleTurnoverLocationFiled
Lido Advisors, LLC
4,285,889$86.3M0.2%GrowthLowLos Angeles, CA2026-11-04
Fusion Family Wealth, LLC
2,403,112$48.4M3.2%ETFVery LowWoodbury, NY2026-11-02
Tlwm
1,765,162$35.5M5.7%ETFLowSan Antonio, TX2026-10-09
Clark Asset Management, LLC
1,444,441$29.1M2.1%ETFVery LowStratham, NH2026-10-19
Brookstone Capital Management
1,338,987$26.9M0.3%ETFMediumWheaton, IL2026-10-22
Cambridge Investment Research Advisors, Inc.
1,313,925$26.4M0.1%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
999,084$20.1M0.1%CoreLowAustin, TX2026-11-02
Cornerstone Wealth Management, LLC
916,318$18.4M0.8%ETFVery LowSt. Peters, MO2026-11-04
Asset Dedication, LLC
829,325$16.7M1.0%ETFLowSan Francisco, CA2026-11-03
Prospera Financial Services Inc
758,018$15.3M0.2%CoreMediumDallas, TX2026-11-04
Kestra Private Wealth Services, LLC
693,152$13.9M0.1%GrowthLowAustin, TX2026-10-30
Kirr Marbach & Co LLC
669,038$13.5M2.5%GARPLowColumbus, IN2026-10-20
Cornerstone Planning, LLC
645,168$13.1M2.7%CoreMediumCharlotte, NC2026-10-27
Straight Path Wealth Management
581,829$11.7M2.6%ETFLowJenison, MI2026-10-23
Cookson Peirce & Co Inc
561,833$11.3M0.4%GrowthHighPittsburgh, PA2026-10-30
Central Valley Advisors, LLC
554,138$11.2M3.0%CoreLowSacramento, CA2026-10-27
Commonwealth Equity Services, LLC
551,648$11.1M0.0%ETFLowWaltham, MA2026-11-02
HUB Investment Partners, LLC
504,550$10.2M0.2%GrowthLowAustin, TX2026-11-03
Hengehold Capital Management LLC
498,602$10.0M0.8%ETFLowCincinnati, OH2026-10-16
First International Bank of Israel Ltd.
498,000$10.0M4.1%ETFMediumTel Aviv, Luxembourg2026-11-04
Ironwood Financial, llc
493,835$9.9M1.5%ETFLowTucson, AZ2026-10-20
Sound Stewardship, LLC
456,634$9.2M3.7%ETFVery LowOverland Park, KS2026-10-14
Red Spruce Capital, LLC
455,717$9.2M3.2%GrowthMediumBerwyn, PA2026-10-07
Ledgewood Wealth Advisors, LLC
453,633$9.1M5.0%ETFLowExeter, NH2026-10-09
Carnegie Investment Counsel
446,975$9.0M0.2%CoreLowPepper Pike, OH2026-10-20
SFE Investment Counsel
416,452$8.4M1.1%CoreLowLos Angeles, CA2026-10-29
Carroll Advisory Group, LLC
399,042$8.0M2.5%ETFVery LowTexarkana, TX2026-10-16
Marietta Wealth Management, LLC
387,520$7.8M0.8%GrowthLowMarietta, GA2026-10-22
Financial Solutions Advisory Group, Inc.
373,666$7.6M1.0%ETFMediumChicago, IL2026-10-28
BCS Wealth Management
365,298$7.4M1.3%ETFVery LowJohnson City, TN2026-11-03
Meriwether Wealth & Planning, LLC
355,188$7.1M3.2%ETFMediumMinden, LA2026-10-13
Old Second National Bank of Aurora
347,316$7.0M1.4%CoreLowAurora, IL2026-10-22
Parisi Gray Wealth Management
333,966$6.7M1.3%GrowthLowMendham, NJ2026-10-16
Parr Mcknight Wealth Management Group, LLC
315,910$6.4M0.8%CoreMediumMinneapolis, MN2026-10-30
Carmel Capital Partners, LLC
308,487$6.2M2.2%ValueMediumSan Diego, CA2026-11-03
Decker Wealth Management LLC
298,744$6.0M1.2%MomentumLowNashville, TN2026-10-09
Howard Wealth Management, LLC
292,665$5.9M2.1%ETFVery LowMadison, CT2026-10-28
Laurel Wealth Advisors LLC
289,698$5.8M0.5%CoreVery LowCharlotte, NC2026-10-27
Wilkins Miller Wealth Management, LLC
285,036$5.7M3.2%ETFVery LowMobile, AL2026-10-13
Farnam Financial LLC
283,009$5.7M4.2%ETFLowPhoenix, AZ2026-10-21
Trilogy Capital Inc.
261,108$5.3M0.2%ETFMediumIrvine, CA2026-10-20
AA Financial Advisors, LLC
248,216$5.0M0.6%ETFMediumColumbus, OH2026-10-19
NorthAvenue LLC
243,896$4.9M3.5%ETFVery LowColumbus, OH2026-10-29
MGO One Seven LLC
232,379$4.7M0.1%GrowthLowBeachwood, OH2026-10-28
Old Port Advisors
225,192$4.5M0.9%GARPLowPortland, ME2026-10-23
Horizons Wealth Management
208,883$4.2M2.6%ETFLowAsheville, NC2026-10-05
S.E.E.D. Planning Group LLC
204,824$4.1M1.0%CoreMediumBinghamton, NY2026-10-07
River Street Advisors LLC
203,270$4.1M1.3%CoreLowAurora, IL2026-10-22
Livet Wealth, LLC
202,396$4.1M2.3%ETFLowSpanish Fork, UT2026-10-27
Matthew Goff Investment Advisor, LLC
202,278$4.1M0.6%CoreMediumHouston, TX2026-10-13
Kathmere Capital Management, LLC
201,027$4.0M0.2%ETFLowWayne, PA2026-10-20
Infinity Wealth Counsel, LLC
189,721$3.8M3.1%ETFVery LowLoveland, OH2026-10-15
Pacific Wealth Strategies Group, Inc.
184,168$3.7M2.0%ETFMediumSanta Barbara, CA2026-11-02
CRA Financial Services, LLC
171,679$3.5M0.4%ETFVery LowNorthfield, NJ2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
168,714$3.4M0.0%GrowthVery LowSeattle, WA2026-10-27
Silverlake Wealth Management LLC
162,742$3.3M0.6%ETFLowWilliston, VT2026-10-21
AlphaStar Capital Management, LLC
160,827$3.2M0.2%ETFMediumCornelius, NC2026-10-16
Whitener Capital Management, Inc.
160,071$3.2M0.6%CoreVery LowRocky Mount, NC2026-10-15
Opulen Financial Group LLC
154,465$3.1M1.9%ETFVery LowArlington, VA2026-10-22
Gill Capital Partners, LLC
154,056$3.1M0.8%ETFLowDenver, CO2026-10-13
Leisure Capital Management
152,738$3.1M1.0%CoreLowCosta Mesa, CA2026-11-03
Avior Wealth Management, LLC
146,021$2.9M0.1%ETFMediumOmaha, NE2026-10-13
Lantz Financial LLC
144,535$2.9M0.5%ETFLowNaperville, IL2026-10-15
VestGen Advisors, LLC
144,052$2.9M0.1%GrowthMediumChicago, IL2026-10-27
Oliver Luxxe Assets LLC
141,066$2.8M0.4%ValueMediumGladstone, NJ2026-10-14
Dynamic Advisor Solutions LLC
140,447$2.8M0.1%ETFLowPhoenix, AZ2026-10-13
Tenon Financial LLC
131,138$2.6M0.8%ETFVery LowMetuchen, NJ2026-10-14
Milestones Private Investment Advisors LLC
125,761$2.5M2.1%ETFMediumFairport, NY2026-10-19
Atria Investments, Inc
124,192$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Kohmann Bosshard Financial Services, LLC
121,211$2.4M0.2%ETFLowFairlawn, OH2026-11-04
Schear Investment Advisers, LLC
116,079$2.3M0.3%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
116,079$2.3M0.3%Agg GrowthLowIndependence, OH2026-10-14
Wagner Wealth Management, Corp
115,696$2.3M1.8%ETFHighConyngham, PA2026-10-20
Truist Financial Corp
106,184$2.1M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
103,797$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Semitam Bonam LLC
102,239$2.1M1.4%ETFVery LowGoshen, NY2026-10-27
Accurate Wealth Management, LLC
98,073$2.0M0.2%CoreMediumWesley Chapel, FL2026-10-20
Hennion & Walsh Asset Management, Inc.
97,240$2.0M0.1%ValueMediumParsippany, NJ2026-10-13
Redmond Asset Management, LLC
91,540$1.8M0.5%CoreLowHenrico, VA2026-10-27
Redwood Financial Network Corp
91,101$1.8M1.0%ETFLowSolon, OH2026-11-03
Fourpath Capital Management, LLC
91,005$1.8M0.2%CoreMediumOklahoma City, OK2026-10-19
First City Capital Management, Inc.
88,030$1.8M0.9%CoreLowSavannah, GA2026-10-27
Mission Wealth Management, LP
84,471$1.7M0.0%ETFLowSanta Barbara, CA2026-10-15
G2 Capital Management, LLC / OH
83,240$1.7M0.4%ETFVery LowColumbus, OH2026-10-23
Pinnacle Financial Group, LLC / IL
82,621$1.7M0.4%ETFVery LowWestern Springs, IL2026-10-29
Wingate Wealth Advisors, Inc.
82,435$1.7M0.7%ETFVery LowLexington, MA2026-10-26
Butensky & Cohen Financial Security, Inc
81,750$1.6M0.4%ValueLowPonte Vedra Beach, FL2026-10-13
Continuum Wealth Advisors, LLC
78,299$1.6M0.5%ETFMediumSaratoga Springs, NY2026-10-20
Towne Trust Company, N.a
75,542$1.5M0.4%CoreLowNewport News, VA2026-10-28
Key FInancial Inc
75,119$1.5M0.2%ETFLowWest Chester, PA2026-11-02
Diversify Wealth Management, LLC
74,643$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
74,643$1.5M0.0%GrowthLowSandy, UT2026-10-20
Parallel Advisors, LLC
72,734$1.5M0.0%IndexLowSan Francisco, CA2026-11-03
Creative Planning
69,087$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Beacon Financial Group
66,394$1.3M0.1%ETFMediumDallas, TX2026-10-19
Apella Capital, LLC
63,716$1.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Independence Bank of Kentucky
62,013$1.2M0.1%GrowthLowOwensboro, KY2026-10-26
XY Planning Network, Inc.
61,431$1.2M0.1%ETFLowBozeman, MT2026-10-14
Virtue Asset Management LLC
60,477$1.2M0.8%CoreLowBarrington, IL2026-10-21
Sawgrass Asset Management LLC
60,343$1.2M0.2%GrowthMediumPonte Vedra Beach, FL2026-11-03
Segment Wealth Management, LLC
59,783$1.2M0.1%CoreLowHouston, TX2026-10-26
Gilbert Capital Group, Inc.
59,370$1.2M0.8%ETFHighNorth Yarmouth, ME2026-10-28
American Institute for Advanced Investment Management, LLP
58,696$1.2M0.7%ETFLowScottsdale, AZ2026-11-03
Prevail Innovative Wealth Advisors, LLC
57,821$1.2M0.2%CoreVery HighLeawood, KS2026-10-20
Verdence Capital Advisors LLC
57,386$1.2M0.0%CoreMediumHunt Valley, MD2026-10-26
Cordatus Wealth Management LLC
51,295$1.0M0.2%GrowthMediumNewtown, PA2026-10-19
IFP Advisors, Inc
50,360$1.0M0.0%GrowthLowTampa, FL2026-10-16
Sensible Money, LLC
48,387$973.8K0.3%ETFVery LowScottsdale, AZ2026-10-20
Western Financial Corp
48,085$967.7K0.3%MomentumHighSan Diego, CA2026-10-14
SAX Wealth Advisors, LLC
47,494$955.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Concurrent Investment Advisors, LLC
46,587$937.6K0.0%GrowthMediumTampa, FL2026-10-16
SJS Investment Consulting Inc.
46,196$929.7K0.1%ETFVery LowSylvania, OH2026-10-26
Insight Wealth Partners, LLC
45,535$916.4K0.1%ETFLowPlano, TX2026-10-26
Sigma Planning Corp
45,113$907.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
4Thought Financial Group Inc.
44,254$890.6K0.4%ETFLowSyosset, NY2026-11-02
Cypress Wealth Services, LLC
44,046$888.6K0.1%ETFLowPalm Desert, CA2026-10-21
City Holding Co
43,090$867.0K0.1%CoreLowCharleston, WV2026-10-19
Jm2 Capital Inc.
38,972$784.3K0.5%GrowthVery LowEdmond, OK2026-10-14
First Fiduciary Investment Counsel, Inc.
38,625$777.0K0.4%CoreLowCleveland, OH2026-10-27
Legacy Wealth Management, LLC / MS
37,460$753.9K0.2%GrowthLowRidgeland, MS2026-10-30
Wealth Quarterback LLC
36,306$730.7K0.2%ETFMediumToms River, NJ2026-10-20
Unified Investment Management
35,690$718.3K0.6%CoreLowAtlanta, GA2026-10-14
Meridian Financial Partners LLC
35,395$715.5K0.2%GrowthLowWarrenton, VA2026-10-23
Independent Financial Group, LLC
35,378$712.0K0.0%GrowthLowSan Diego, CA2026-10-13
Allen Capital Group, LLC
34,802$700.4K0.1%CoreLowGrand Island, NE2026-10-27
Gryphon Financial Partners LLC
33,339$670.9K0.1%IndexLowColumbus, OH2026-11-04
Meitav Investment House LTD
31,098$624.9K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Capital Investment Advisors, LLC
30,667$617.2K0.0%CoreLowAtlanta, GA2026-10-22
GPM Growth Investors, Inc.
29,494$593.6K0.3%GrowthLowBloomfield Hills, MI2026-10-30
Aprio Wealth Management, LLC
29,137$586.4K0.0%ETFMediumAtlanta, GA2026-10-28
Strategic Family Wealth Counselors, L.L.C.
29,085$585.3K0.1%ETFVery LowFairfield, NJ2026-10-29
NewCorp Financial Services, Inc.
28,556$574.7K0.4%ETFLowAlpharetta, GA2026-10-14
Provenance Wealth Advisors, LLC
27,540$554.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Voisard Asset Management Group, Inc.
27,357$550.6K0.1%ETFLowGrand Rapids, MI2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
27,262$548.6K0.1%CoreMediumBloomington, IN2026-10-15
Well Done, LLC
27,234$548.1K0.1%ETFLowHolland, MI2026-10-20
Ballew Advisors, Inc
27,233$548.4K0.3%ETFLowJackson, MS2026-10-05
Sigma Investment Counselors Inc
27,012$543.6K0.0%ETFLowNorthville, MI2026-10-27
Axxcess Wealth Management, LLC
26,925$541.9K0.0%CoreLowCarlsbad, CA2026-10-21
HB Wealth Management, LLC
26,507$533.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Members Wealth LLC
26,342$531.8K0.3%ETFLowMedia, PA2026-10-20
Montag A & Associates Inc
25,460$512.4K0.0%CoreLowAtlanta, GA2026-10-29
Landaas & Co
24,763$498.4K0.1%ETFVery LowMilwaukee, WI2026-10-29
Redhawk Wealth Advisors, Inc.
24,419$491.4K0.0%ETFHighMinneapolis, MN2026-10-14
Net Worth Advisory Group
24,343$490.6K0.1%GARPMediumSandy, UT2026-10-20
Wealthcare Advisory Partners LLC
23,687$476.7K0.0%ETFLowWest Chester, PA2026-10-21
Tennessee Valley Asset Management Partners
23,495$472.8K0.1%ETFLowKnoxville, TN2026-11-03
Yankcom Partnership
22,738$457.6K0.2%CoreVery LowYankton, SD2026-10-15
Clear Creek Financial Management, LLC
21,616$435.0K0.0%ETFMediumSilverdale, WA2026-10-28
Park Avenue Securities LLC
21,449$432.0K0.0%ETFMediumNew York, NY2026-10-26
Capital Investment Advisory Services, LLC
21,261$427.9K0.0%CoreMediumRaleigh, NC2026-10-30
Tassel Capital Management, Inc.
20,776$418.1K0.2%ETFLowMatthews, NC2026-10-20
RVW Wealth, LLC
20,440$411.4K0.0%ETFVery LowLos Angeles, CA2026-10-06
Berkshire Money Management, Inc.
20,159$405.7K0.0%ETFMediumDalton, MA2026-10-21
SMI Advisory Services, LLC
19,483$393.5K0.1%ETFMediumColumbus, IN2026-10-13
Legacy Private Trust Co.
19,475$391.9K0.0%ETFLowNeenah, WI2026-10-06
Private Trust Co NA
19,130$385.0K0.0%CoreLowCleveland, OH2026-10-20
B. Riley Wealth Advisors, Inc.
16,800$338.1K0.0%GrowthLowMemphis, TN2026-10-13
Ascentis Independent Advisors
16,675$335.6K0.0%ETFLowDallas, TX2026-11-03
Somerset Trust Co
16,269$327.4K0.1%CoreVery LowSomerset, PA2026-10-13
Bill Few Associates, Inc.
15,339$308.7K0.1%CoreVery LowSewickley, PA2026-10-09
Sowell Financial Services LLC
15,094$303.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Phillip James Consulting Co.
14,540$292.6K0.2%ETFVery HighPlymouth, MN2026-11-03
Legacy Wealth Partners, LLC
14,476$291.3K0.1%ETFHighLakewood, CO2026-10-15
Choreo, LLC
14,154$284.8K0.0%IndexLowRockford, IL2026-10-28
ASL Financial, LLC
14,013$282.0K0.2%ETFVery LowLos Gatos, CA2026-10-15
Yoder Wealth Management, Inc.
13,450$270.7K0.1%ETFLowWalnut Creek, CA2026-10-13
Davenport & Co LLC
12,853$258.7K0.0%CoreMediumRichmond, VA2026-10-14
Intrua Financial, LLC
12,412$249.8K0.0%ETFMediumHouston, TX2026-10-28
Certified Advisory Corp
12,271$247.0K0.0%ETFLowAltamonte Springs, FL2026-10-29
Indivisible Partners
12,109$243.7K0.0%GrowthMediumClearwater, FL2026-10-26
Altus Wealth Group LLC
12,059$242.7K0.1%ETFLowColorado Springs, CO2026-10-20
Davis Capital Management
11,895$239.4K0.1%CoreLowJacksonville, FL2026-10-08
Castleview Partners, LLC
11,825$238.0K0.1%CoreMediumDallas, TX2026-10-09
SigFig Wealth Management, LLC
11,754$236.5K0.0%ETFLowSan Francisco, CA2026-10-07
Strid Group, LLC
11,462$230.7K0.0%ETFLowNewtown Square, PA2026-10-28
Foundry Financial Group, Inc.
11,154$224.5K0.1%ETFLowLaconia, NH2026-10-28
Ashton Thomas Private Wealth, LLC
10,552$212.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Integris Wealth Management, LLC
10,402$209.3K0.0%ETFVery LowMonterey, CA2026-10-14
D.A. Davidson & Co.
10,195$205.2K0.0%CoreLowGreat Falls, MT2026-10-28
Signature Estate & Investment Advisors LLC
10,034$201.9K0.0%ETFMediumLos Angeles, CA2026-10-13
ARQ Wealth Advisors, LLC
10,000$201.3K0.0%ETFLowScottsdale, AZ2026-10-29
McCarley & Cook Financial Planners
8,033$161.7K0.1%ETFLowCincinnati, OH2026-10-21
Eastern Bank
6,686$134.6K0.0%GrowthMediumBoston, MA2026-10-05
Latitude Advisors, LLC
6,520$131.2K0.0%ETFLowYorkville, IL2026-10-27
United Community Bank
5,500$110.7K0.0%CoreLowGreenville, SC2026-10-28
Marquette Asset Management, LLC
3,867$77.8K0.0%ETFVery LowMinneapolis, MN2026-10-09
Sarver Vrooman Wealth Advisors
3,092$62.2K0.0%ETFMediumKansas City, MO2026-10-01
1620 Investment Advisors, Inc.
2,130$42.9K0.0%ValueLowPlymouth, MA2026-11-04
Pinnacle Bancorp, Inc.
1,475$29.7K0.0%CoreVery LowBeatrice, NE2026-10-21
First Bancorp, Inc
1,217$24.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
West Branch Capital LLC
1,097$22.1K0.0%GrowthVery LowAmherst, MA2026-10-20
Y.D. More Investments Ltd
992$20.0K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Gamma Investing LLC
979$19.7K0.0%IndexVery LowFoster City, CA2026-10-08
Aspect Partners, LLC
975$19.6K0.0%ETFMediumFairfax, VA2026-10-20
City State Bank
967$19.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Farther Finance Advisors, LLC
855$17.2K0.0%IndexLowSan Francisco, CA2026-10-08
Lanark Financial, Inc.
750$15.1K0.0%CoreMediumBirmingham, AL2026-10-26
Harbor Investment Advisory, LLC
640$12.9K0.0%GrowthLowLutherville, MD2026-10-13
Gilpin Wealth Management, LLC
600$12.1K0.0%GrowthLowDenver, CO2026-10-09
Signature Equity Partners, LLC
447$9.0K0.0%GrowthMediumColumbus, OH2026-10-29
DiNuzzo Private Wealth, Inc.
433$8.7K0.0%ETFLowBeaver, PA2026-10-16
Assetmark, Inc
393$7.9K0.0%ETFLowConcord, CA2026-10-21
CX Institutional
356$70.0%CoreMediumAuburn, IN2026-10-02
First Premier Bank
305$60.0%CoreVery LowSioux Falls, SD2026-10-13
Creative Financial Designs Inc
281$5.7K0.0%ETFMediumKokomo, IN2026-11-04
Caldwell Trust Co
182$3.7K0.0%GrowthLowVenice, FL2026-10-30
Golden State Wealth Management, LLC
116$2.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Evolution Wealth Management Inc.
92$1.9K0.0%ETFMediumFort Myers, FL2026-10-28
Tradewinds Capital Management, LLC
88$1.8K0.0%ETFVery HighBellingham, WA2026-10-23
Proathlete Wealth Management LLC
45$9140.0%ETFVery LowBoca Raton, FL2026-10-15