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Invesco Bulletshares 2025 HY (BSJP)

Q3 2025 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Go Invest LLC
NEW
Shares0
Change0
Value$11
Filed 2026-10-09
LPL Financial LLC
CLOSED
Shares0 from 2,126,969
Change-2,126,969 (-100%)
Value$0 (-$49.0M)
Filed 2026-11-06
Mirador Capital Partners LP
CLOSED
Shares0 from 750,414
Change-750,414 (-100%)
Value$0 (-$17.3M)
Filed 2026-10-09
AA Financial Advisors, LLC
CLOSED
Shares0 from 444,951
Change-444,951 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 368,282
Change-368,282 (-100%)
Value$0 (-$8.5M)
Filed 2026-11-03
Stablepoint Partners, LLC
CLOSED
Shares0 from 313,092
Change-313,092 (-100%)
Value$0 (-$7.2M)
Filed 2026-11-03
Verity Asset Management, Inc.
CLOSED
Shares0 from 278,811
Change-278,811 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-30
FF Advisors,LLC
CLOSED
Shares0 from 243,993
Change-243,993 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-21
Intrua Financial, LLC
CLOSED
Shares0 from 230,381
Change-230,381 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 191,988
Change-191,988 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-02
Milestone Asset Management, LLC
CLOSED
Shares0 from 190,683
Change-190,683 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-15
Prospera Financial Services Inc
CLOSED
Shares0 from 177,642
Change-177,642 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-04
Kestra Advisory Services, LLC
CLOSED
Shares0 from 152,039
Change-152,039 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-02
Evexia Wealth LLC
CLOSED
Shares0 from 143,561
Change-143,561 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
CLOSED
Shares0 from 130,753
Change-130,753 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 112,203
Change-112,203 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-02
Howard Wealth Management, LLC
CLOSED
Shares0 from 109,497
Change-109,497 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-28
Lido Advisors, LLC
CLOSED
Shares0 from 108,974
Change-108,974 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-04
Montis Financial, LLC
CLOSED
Shares0 from 108,437
Change-108,437 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 107,522
Change-107,522 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-26
S.E.E.D. Planning Group LLC
CLOSED
Shares0 from 76,992
Change-76,992 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-07
Key FInancial Inc
CLOSED
Shares0 from 63,691
Change-63,691 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Compound Planning, Inc.
CLOSED
Shares0 from 60,835
Change-60,835 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
SFE Investment Counsel
CLOSED
Shares0 from 59,596
Change-59,596 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
Wealth Advisory Solutions, LLC
CLOSED
Shares0 from 57,168
Change-57,168 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Sound Stewardship, LLC
CLOSED
Shares0 from 51,349
Change-51,349 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 47,048
Change-47,048 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 45,213
Change-45,213 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-21
Wilkins Miller Wealth Management, LLC
CLOSED
Shares0 from 41,993
Change-41,993 (-100%)
Value$0 (-$968.4K)
Filed 2026-10-13
CRA Financial Services, LLC
CLOSED
Shares0 from 39,123
Change-39,123 (-100%)
Value$0 (-$902.2K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
CLOSED
Shares0 from 38,949
Change-38,949 (-100%)
Value$0 (-$898.2K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 38,893
Change-38,893 (-100%)
Value$0 (-$897.3K)
Filed 2026-10-13
Ironwood Financial, llc
CLOSED
Shares0 from 37,325
Change-37,325 (-100%)
Value$0 (-$860.7K)
Filed 2026-10-20
Allworth Financial LP
CLOSED
Shares0 from 36,930
Change-36,930 (-100%)
Value$0 (-$851.6K)
Filed 2026-11-06
Flaharty Asset Management, LLC
CLOSED
Shares0 from 34,900
Change-34,900 (-100%)
Value$0 (-$804.8K)
Filed 2026-11-02
Voisard Asset Management Group, Inc.
CLOSED
Shares0 from 34,526
Change-34,526 (-100%)
Value$0 (-$796.2K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 32,371
Change-32,371 (-100%)
Value$0 (-$746.5K)
Filed 2026-10-27
Brookstone Capital Management
CLOSED
Shares0 from 32,109
Change-32,109 (-100%)
Value$0 (-$740.4K)
Filed 2026-10-22
HUB Investment Partners, LLC
CLOSED
Shares0 from 31,945
Change-31,945 (-100%)
Value$0 (-$736.7K)
Filed 2026-11-03
Horizons Wealth Management
CLOSED
Shares0 from 31,341
Change-31,341 (-100%)
Value$0 (-$722.7K)
Filed 2026-10-05
Ballew Advisors, Inc
CLOSED
Shares0 from 30,441
Change-30,441 (-100%)
Value$0 (-$703.0K)
Filed 2026-10-05
BCS Wealth Management
CLOSED
Shares0 from 30,301
Change-30,301 (-100%)
Value$0 (-$698.7K)
Filed 2026-11-03
Altrius Capital Management Inc
CLOSED
Shares0 from 29,794
Change-29,794 (-100%)
Value$0 (-$687.1K)
Filed 2026-11-05
Gradient Investments LLC
CLOSED
Shares0 from 27,788
Change-27,788 (-100%)
Value$0 (-$640.8K)
Filed 2026-10-08
Axim Planning & Wealth
CLOSED
Shares0 from 26,488
Change-26,488 (-100%)
Value$0 (-$610.8K)
Filed 2026-10-28
Private Advisory Group LLC
CLOSED
Shares0 from 25,047
Change-25,047 (-100%)
Value$0 (-$577.6K)
Filed 2026-11-06
4Thought Financial Group Inc.
CLOSED
Shares0 from 22,126
Change-22,126 (-100%)
Value$0 (-$510.2K)
Filed 2026-11-02
MGO One Seven LLC
CLOSED
Shares0 from 21,707
Change-21,707 (-100%)
Value$0 (-$500.6K)
Filed 2026-10-28
VestGen Advisors, LLC
CLOSED
Shares0 from 20,332
Change-20,332 (-100%)
Value$0 (-$468.8K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 19,808
Change-19,808 (-100%)
Value$0 (-$456.8K)
Filed 2026-10-16
Wealthstar Advisors, LLC
CLOSED
Shares0 from 19,767
Change-19,767 (-100%)
Value$0 (-$455.8K)
Filed 2026-10-19
RFG Advisory, LLC
CLOSED
Shares0 from 19,247
Change-19,247 (-100%)
Value$0 (-$443.8K)
Filed 2026-11-03
Focus Financial Network, Inc.
CLOSED
Shares0 from 19,225
Change-19,225 (-100%)
Value$0 (-$443.3K)
Filed 2026-10-14
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 18,591
Change-18,591 (-100%)
Value$0 (-$428.7K)
Filed 2026-10-16
Farther Finance Advisors, LLC
CLOSED
Shares0 from 18,012
Change-18,012 (-100%)
Value$0 (-$415.4K)
Filed 2026-10-08
Collective Family Office LLC
CLOSED
Shares0 from 17,975
Change-17,975 (-100%)
Value$0 (-$414.5K)
Filed 2026-10-05
Pacific Wealth Strategies Group, Inc.
CLOSED
Shares0 from 17,812
Change-17,812 (-100%)
Value$0 (-$410.7K)
Filed 2026-11-02
Straight Path Wealth Management
CLOSED
Shares0 from 17,245
Change-17,245 (-100%)
Value$0 (-$397.7K)
Filed 2026-10-23
Strategic Blueprint, LLC
CLOSED
Shares0 from 16,670
Change-16,670 (-100%)
Value$0 (-$384.4K)
Filed 2026-10-22
Horizon Financial Services, LLC
CLOSED
Shares0 from 16,402
Change-16,402 (-100%)
Value$0 (-$378.2K)
Filed 2026-11-04
American Capital Advisory, LLC
CLOSED
Shares0 from 16,228
Change-16,228 (-100%)
Value$0 (-$374.2K)
Filed 2026-10-28
Larson Financial Group LLC
CLOSED
Shares0 from 16,175
Change-16,175 (-100%)
Value$0 (-$373.0K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
CLOSED
Shares0 from 16,061
Change-16,061 (-100%)
Value$0 (-$370.4K)
Filed 2026-10-13
Flavin Financial Services, Inc.
CLOSED
Shares0 from 15,398
Change-15,398 (-100%)
Value$0 (-$355.1K)
Filed 2026-10-21
Net Worth Advisory Group
CLOSED
Shares0 from 14,651
Change-14,651 (-100%)
Value$0 (-$337.8K)
Filed 2026-10-20
Tassel Capital Management, Inc.
CLOSED
Shares0 from 14,083
Change-14,083 (-100%)
Value$0 (-$324.8K)
Filed 2026-10-20
Certified Advisory Corp
CLOSED
Shares0 from 13,467
Change-13,467 (-100%)
Value$0 (-$310.5K)
Filed 2026-10-29
Iron Financial LLC
CLOSED
Shares0 from 12,831
Change-12,831 (-100%)
Value$0 (-$295.9K)
Filed 2026-10-23
Fortitude Advisory Group L.L.C.
CLOSED
Shares0 from 11,338
Change-11,338 (-100%)
Value$0 (-$261.5K)
Filed 2026-10-15
Oppenheimer & Co Inc
CLOSED
Shares0 from 10,597
Change-10,597 (-100%)
Value$0 (-$244.4K)
Filed 2026-10-26
Old Port Advisors
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$242.1K)
Filed 2026-10-23
Wespac Advisors, LLC
CLOSED
Shares0 from 10,015
Change-10,015 (-100%)
Value$0 (-$230.9K)
Filed 2026-10-26
Diversify Advisory Services, LLC
CLOSED
Shares0 from 9,986
Change-9,986 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-20
Claro Advisors Inc.
CLOSED
Shares0 from 9,720
Change-9,720 (-100%)
Value$0 (-$224.2K)
Filed 2026-11-02
Creative Planning
CLOSED
Shares0 from 9,139
Change-9,139 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-02
Ti-Trust, Inc
CLOSED
Shares0 from 9,060
Change-9,060 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-21
CoreCap Advisors, LLC
CLOSED
Shares0 from 6,892
Change-6,892 (-100%)
Value$0 (-$158.9K)
Filed 2026-10-08
Private Trust Co NA
CLOSED
Shares0 from 4,347
Change-4,347 (-100%)
Value$0 (-$100.2K)
Filed 2026-10-20
Parallel Advisors, LLC
CLOSED
Shares0 from 2,757
Change-2,757 (-100%)
Value$0 (-$63.6K)
Filed 2026-11-03
Creative Financial Designs Inc
CLOSED
Shares0 from 2,390
Change-2,390 (-100%)
Value$0 (-$55.1K)
Filed 2026-11-04
CX Institutional
CLOSED
Shares0 from 2,059
Change-2,059 (-100%)
Value$0 (-$47)
Filed 2026-10-02
Richards, Merrill & Peterson, Inc.
CLOSED
Shares0 from 1,833
Change-1,833 (-100%)
Value$0 (-$42.3K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 1,718
Change-1,718 (-100%)
Value$0 (-$39.6K)
Filed 2026-10-26
Sarver Vrooman Wealth Advisors
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-01
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-07
Aspect Partners, LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-20
SJS Investment Consulting Inc.
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-26
Independence Bank of Kentucky
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-26
Atwood & Palmer Inc
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$623)
Filed 2026-10-15
Cetera Investment Advisers
N/A
Shares— from 979,756
Change-979,756 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 966,503
Change-966,503 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 582,722
Change-582,722 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 538,379
Change-538,379 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 512,534
Change-512,534 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 472,968
Change-472,968 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 359,549
Change-359,549 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 274,547
Change-274,547 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 267,232
Change-267,232 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 259,776
Change-259,776 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 240,027
Change-240,027 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 192,460
Change-192,460 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 173,049
Change-173,049 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 159,852
Change-159,852 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 144,304
Change-144,304 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 132,683
Change-132,683 (-100%)
Value—
UBS Group AG
N/A
Shares— from 127,109
Change-127,109 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 111,454
Change-111,454 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 107,207
Change-107,207 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 99,018
Change-99,018 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 98,500
Change-98,500 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 98,311
Change-98,311 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 89,226
Change-89,226 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 77,669
Change-77,669 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 68,510
Change-68,510 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 64,917
Change-64,917 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 62,578
Change-62,578 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 57,470
Change-57,470 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 44,268
Change-44,268 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 37,972
Change-37,972 (-100%)
Value—
Blue Barn Wealth, LLC
N/A
Shares— from 37,752
Change-37,752 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 35,051
Change-35,051 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 33,672
Change-33,672 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 32,267
Change-32,267 (-100%)
Value—
FCA Corp
N/A
Shares— from 32,065
Change-32,065 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 30,491
Change-30,491 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 29,317
Change-29,317 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 28,216
Change-28,216 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 28,024
Change-28,024 (-100%)
Value—
Masso Torrence Wealth Management Inc.
N/A
Shares— from 26,017
Change-26,017 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 23,208
Change-23,208 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,531
Change-22,531 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 21,067
Change-21,067 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 17,301
Change-17,301 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 16,860
Change-16,860 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,460
Change-15,460 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,321
Change-15,321 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,010
Change-15,010 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,603
Change-13,603 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,309
Change-13,309 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Stephens Inc
N/A
Shares— from 12,052
Change-12,052 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,913
Change-11,913 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,667
Change-11,667 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Financial Advisory Corp
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Comerica Bank
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 986
Change-986 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 299
Change-299 (-100%)
Value—
CWM, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 68
Change-68 (-100%)
Value—
FMR LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Go Invest LLC
NEW0—0——$11—2026-10-09
LPL Financial LLC
CLOSED02,126,969-2,126,969-100%$49.0M$0-$49.0M2026-11-06
Mirador Capital Partners LP
CLOSED0750,414-750,414-100%$17.3M$0-$17.3M2026-10-09
AA Financial Advisors, LLC
CLOSED0444,951-444,951-100%$10.3M$0-$10.3M2026-10-19
Ashton Thomas Private Wealth, LLC
CLOSED0368,282-368,282-100%$8.5M$0-$8.5M2026-11-03
Stablepoint Partners, LLC
CLOSED0313,092-313,092-100%$7.2M$0-$7.2M2026-11-03
Verity Asset Management, Inc.
CLOSED0278,811-278,811-100%$6.4M$0-$6.4M2026-10-30
FF Advisors,LLC
CLOSED0243,993-243,993-100%$5.6M$0-$5.6M2026-10-21
Intrua Financial, LLC
CLOSED0230,381-230,381-100%$5.3M$0-$5.3M2026-10-28
Commonwealth Equity Services, LLC
CLOSED0191,988-191,988-100%$4.4K$0-$4.4K2026-11-02
Milestone Asset Management, LLC
CLOSED0190,683-190,683-100%$4.4M$0-$4.4M2026-10-15
Prospera Financial Services Inc
CLOSED0177,642-177,642-100%$4.1M$0-$4.1M2026-11-04
Kestra Advisory Services, LLC
CLOSED0152,039-152,039-100%$3.5M$0-$3.5M2026-11-02
Evexia Wealth LLC
CLOSED0143,561-143,561-100%$3.3M$0-$3.3M2026-11-05
Werba Rubin Papier Wealth Management
CLOSED0130,753-130,753-100%$3.0M$0-$3.0M2026-11-06
Cambridge Investment Research Advisors, Inc.
CLOSED0112,203-112,203-100%$2.6K$0-$2.6K2026-11-02
Howard Wealth Management, LLC
CLOSED0109,497-109,497-100%$2.5M$0-$2.5M2026-10-28
Lido Advisors, LLC
CLOSED0108,974-108,974-100%$2.5M$0-$2.5M2026-11-04
Montis Financial, LLC
CLOSED0108,437-108,437-100%$2.5M$0-$2.5M2026-11-04
Glass Jacobson Investment Advisors llc
CLOSED0107,522-107,522-100%$2.5M$0-$2.5M2026-10-26
S.E.E.D. Planning Group LLC
CLOSED076,992-76,992-100%$1.8M$0-$1.8M2026-10-07
Key FInancial Inc
CLOSED063,691-63,691-100%$1.5M$0-$1.5M2026-11-02
Compound Planning, Inc.
CLOSED060,835-60,835-100%$1.4M$0-$1.4M2026-11-05
SFE Investment Counsel
CLOSED059,596-59,596-100%$1.4M$0-$1.4M2026-10-29
Wealth Advisory Solutions, LLC
CLOSED057,168-57,168-100%$1.3M$0-$1.3M2026-10-20
Sound Stewardship, LLC
CLOSED051,349-51,349-100%$1.2M$0-$1.2M2026-10-14
J.W. Cole Advisors, Inc.
CLOSED047,048-47,048-100%$1.1M$0-$1.1M2026-11-05
Wealthcare Advisory Partners LLC
CLOSED045,213-45,213-100%$1.0M$0-$1.0M2026-10-21
Wilkins Miller Wealth Management, LLC
CLOSED041,993-41,993-100%$968.4K$0-$968.4K2026-10-13
CRA Financial Services, LLC
CLOSED039,123-39,123-100%$902.2K$0-$902.2K2026-10-16
WealthBridge Capital Management, LLC
CLOSED038,949-38,949-100%$898.2K$0-$898.2K2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED038,893-38,893-100%$897.3K$0-$897.3K2026-10-13
Ironwood Financial, llc
CLOSED037,325-37,325-100%$860.7K$0-$860.7K2026-10-20
Allworth Financial LP
CLOSED036,930-36,930-100%$851.6K$0-$851.6K2026-11-06
Flaharty Asset Management, LLC
CLOSED034,900-34,900-100%$804.8K$0-$804.8K2026-11-02
Voisard Asset Management Group, Inc.
CLOSED034,526-34,526-100%$796.2K$0-$796.2K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED032,371-32,371-100%$746.5K$0-$746.5K2026-10-27
Brookstone Capital Management
CLOSED032,109-32,109-100%$740.4K$0-$740.4K2026-10-22
HUB Investment Partners, LLC
CLOSED031,945-31,945-100%$736.7K$0-$736.7K2026-11-03
Horizons Wealth Management
CLOSED031,341-31,341-100%$722.7K$0-$722.7K2026-10-05
Ballew Advisors, Inc
CLOSED030,441-30,441-100%$703.0K$0-$703.0K2026-10-05
BCS Wealth Management
CLOSED030,301-30,301-100%$698.7K$0-$698.7K2026-11-03
Altrius Capital Management Inc
CLOSED029,794-29,794-100%$687.1K$0-$687.1K2026-11-05
Gradient Investments LLC
CLOSED027,788-27,788-100%$640.8K$0-$640.8K2026-10-08
Axim Planning & Wealth
CLOSED026,488-26,488-100%$610.8K$0-$610.8K2026-10-28
Private Advisory Group LLC
CLOSED025,047-25,047-100%$577.6K$0-$577.6K2026-11-06
4Thought Financial Group Inc.
CLOSED022,126-22,126-100%$510.2K$0-$510.2K2026-11-02
MGO One Seven LLC
CLOSED021,707-21,707-100%$500.6K$0-$500.6K2026-10-28
VestGen Advisors, LLC
CLOSED020,332-20,332-100%$468.8K$0-$468.8K2026-10-27
AlphaStar Capital Management, LLC
CLOSED019,808-19,808-100%$456.8K$0-$456.8K2026-10-16
Wealthstar Advisors, LLC
CLOSED019,767-19,767-100%$455.8K$0-$455.8K2026-10-19
RFG Advisory, LLC
CLOSED019,247-19,247-100%$443.8K$0-$443.8K2026-11-03
Focus Financial Network, Inc.
CLOSED019,225-19,225-100%$443.3K$0-$443.3K2026-10-14
Quad-Cities Investment Group, LLC
CLOSED018,591-18,591-100%$428.7K$0-$428.7K2026-10-16
Farther Finance Advisors, LLC
CLOSED018,012-18,012-100%$415.4K$0-$415.4K2026-10-08
Collective Family Office LLC
CLOSED017,975-17,975-100%$414.5K$0-$414.5K2026-10-05
Pacific Wealth Strategies Group, Inc.
CLOSED017,812-17,812-100%$410.7K$0-$410.7K2026-11-02
Straight Path Wealth Management
CLOSED017,245-17,245-100%$397.7K$0-$397.7K2026-10-23
Strategic Blueprint, LLC
CLOSED016,670-16,670-100%$384.4K$0-$384.4K2026-10-22
Horizon Financial Services, LLC
CLOSED016,402-16,402-100%$378.2K$0-$378.2K2026-11-04
American Capital Advisory, LLC
CLOSED016,228-16,228-100%$374.2K$0-$374.2K2026-10-28
Larson Financial Group LLC
CLOSED016,175-16,175-100%$373.0K$0-$373.0K2026-11-05
Meriwether Wealth & Planning, LLC
CLOSED016,061-16,061-100%$370.4K$0-$370.4K2026-10-13
Flavin Financial Services, Inc.
CLOSED015,398-15,398-100%$355.1K$0-$355.1K2026-10-21
Net Worth Advisory Group
CLOSED014,651-14,651-100%$337.8K$0-$337.8K2026-10-20
Tassel Capital Management, Inc.
CLOSED014,083-14,083-100%$324.8K$0-$324.8K2026-10-20
Certified Advisory Corp
CLOSED013,467-13,467-100%$310.5K$0-$310.5K2026-10-29
Iron Financial LLC
CLOSED012,831-12,831-100%$295.9K$0-$295.9K2026-10-23
Fortitude Advisory Group L.L.C.
CLOSED011,338-11,338-100%$261.5K$0-$261.5K2026-10-15
Oppenheimer & Co Inc
CLOSED010,597-10,597-100%$244.4K$0-$244.4K2026-10-26
Old Port Advisors
CLOSED010,500-10,500-100%$242.1K$0-$242.1K2026-10-23
Wespac Advisors, LLC
CLOSED010,015-10,015-100%$230.9K$0-$230.9K2026-10-26
Diversify Advisory Services, LLC
CLOSED09,986-9,986-100%$230.2K$0-$230.2K2026-10-20
Claro Advisors Inc.
CLOSED09,720-9,720-100%$224.2K$0-$224.2K2026-11-02
Creative Planning
CLOSED09,139-9,139-100%$210.7K$0-$210.7K2026-11-02
Ti-Trust, Inc
CLOSED09,060-9,060-100%$208.9K$0-$208.9K2026-10-21
CoreCap Advisors, LLC
CLOSED06,892-6,892-100%$158.9K$0-$158.9K2026-10-08
Private Trust Co NA
CLOSED04,347-4,347-100%$100.2K$0-$100.2K2026-10-20
Parallel Advisors, LLC
CLOSED02,757-2,757-100%$63.6K$0-$63.6K2026-11-03
Creative Financial Designs Inc
CLOSED02,390-2,390-100%$55.1K$0-$55.1K2026-11-04
CX Institutional
CLOSED02,059-2,059-100%$47$0-$472026-10-02
Richards, Merrill & Peterson, Inc.
CLOSED01,833-1,833-100%$42.3K$0-$42.3K2026-10-19
Ashton Thomas Securities, LLC
CLOSED01,718-1,718-100%$39.6K$0-$39.6K2026-10-26
Sarver Vrooman Wealth Advisors
CLOSED0622-622-100%$14.3K$0-$14.3K2026-10-01
TD Waterhouse Canada Inc.
CLOSED0500-500-100%$11.5K$0-$11.5K2026-10-16
Elevation Wealth Partners, LLC
CLOSED0324-324-100%$7.5K$0-$7.5K2026-10-07
Aspect Partners, LLC
CLOSED0285-285-100%$6.6K$0-$6.6K2026-10-20
SJS Investment Consulting Inc.
CLOSED0166-166-100%$3.8K$0-$3.8K2026-10-26
Independence Bank of Kentucky
CLOSED0102-102-100%$2.4K$0-$2.4K2026-10-26
Atwood & Palmer Inc
CLOSED050-50-100%$1.2K$0-$1.2K2026-10-08
AdvisorNet Financial, Inc
CLOSED027-27-100%$623$0-$6232026-10-15
Cetera Investment Advisers
N/A—979,756-979,756-100%$22.6M———
Morgan Stanley
N/A—966,503-966,503-100%$22.3M———
Envestnet Asset Management Inc
N/A—582,722-582,722-100%$13.4M———
United Capital Financial Advisors, LLC
N/A—538,379-538,379-100%$12.4M———
Advisory Alpha, LLC
N/A—512,534-512,534-100%$11.8M———
Wells Fargo & Company
N/A—472,968-472,968-100%$10.9M———
Osaic Holdings, Inc.
N/A—359,549-359,549-100%$8.3M———
IHT Wealth Management, LLC
N/A—274,547-274,547-100%$6.3M———
Integrated Wealth Concepts LLC
N/A—267,232-267,232-100%$6.2M———
Jane Street Group, LLC
N/A—259,776-259,776-100%$6.0M———
Raymond James Financial Inc
N/A—240,027-240,027-100%$5.5M———
Royal Bank of Canada
N/A—192,460-192,460-100%$4.4M———
Stifel Financial Corp
N/A—173,049-173,049-100%$4.0M———
Bank of America Corp
N/A—159,852-159,852-100%$3.7M———
Oder Investment Management, LLC
N/A—144,304-144,304-100%$3.3M———
Jones Financial Companies Lllp
N/A—132,683-132,683-100%$3.1M———
UBS Group AG
N/A—127,109-127,109-100%$2.9M———
TFR Capital, Llc.
N/A—111,454-111,454-100%$2.6M———
Private Advisor Group, LLC
N/A—107,207-107,207-100%$2.5M———
Ameriprise Financial Inc
N/A—99,018-99,018-100%$2.3M———
Northwest Bancshares, Inc.
N/A—98,500-98,500-100%$2.3M———
MML Investors Services, LLC
N/A—98,311-98,311-100%$2.3M———
Paradiem, LLC
N/A—89,226-89,226-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—77,669-77,669-100%$1.8M———
NewEdge Advisors, LLC
N/A—68,510-68,510-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—64,917-64,917-100%$1.5M———
Vantage Point Financial LLC
N/A—62,578-62,578-100%$1.4M———
Capital Analysts, LLC
N/A—57,470-57,470-100%$1.3K———
Old Mission Capital LLC
N/A—44,268-44,268-100%$1.0M———
Wealthspire Retirement, LLC
N/A—37,972-37,972-100%$875.6K———
Blue Barn Wealth, LLC
N/A—37,752-37,752-100%$870.6K———
Legacy Financial Group LLC
N/A—35,051-35,051-100%$808.3K———
Brown Advisory Inc
N/A—33,672-33,672-100%$776.5K———
Geneos Wealth Management Inc.
N/A—32,267-32,267-100%$744.1K———
FCA Corp
N/A—32,065-32,065-100%$739.4K———
Mercer Global Advisors Inc
N/A—30,491-30,491-100%$703.1K———
Harbour Investments, Inc.
N/A—29,317-29,317-100%$676.1K———
GTS Securities LLC
N/A—28,216-28,216-100%$650.7K———
Kovack Advisors, Inc.
N/A—28,024-28,024-100%$646.2K———
Masso Torrence Wealth Management Inc.
N/A—26,017-26,017-100%$600.0K———
Shufro Rose & Co LLC
N/A—24,800-24,800-100%$571.6K———
Consolidated Portfolio Review Corp
N/A—23,208-23,208-100%$535.2K———
Mariner, LLC
N/A—22,531-22,531-100%$519.6K———
Two Sigma Securities, LLC
N/A—21,067-21,067-100%$485.8K———
Bank of Montreal
N/A—17,301-17,301-100%$399.0K———
Koss-Olinger Consulting, LLC
N/A—16,860-16,860-100%$389.0K———
Stratos Wealth Partners, Ltd.
N/A—15,460-15,460-100%$356.5K———
Western Wealth Management, LLC
N/A—15,321-15,321-100%$353.3K———
Steward Partners Investment Advisory, LLC
N/A—15,010-15,010-100%$346.1K———
Equitable Holdings, Inc.
N/A—13,603-13,603-100%$313.7K———
HRT Financial LP
N/A—13,309-13,309-100%$306———
Arete Wealth Advisors, LLC
N/A—13,141-13,141-100%$303———
Stephens Inc
N/A—12,052-12,052-100%$277.9K———
Janney Montgomery Scott LLC
N/A—11,913-11,913-100%$275———
Meridian Wealth Advisors, LLC
N/A—11,902-11,902-100%$274.5K———
Susquehanna International Group, LLP
N/A—11,667-11,667-100%$269.0K———
Ground Swell Capital, LLC
N/A—11,065-11,065-100%$255.2K———
Nalls Sherbakoff Group, LLC
N/A—10,330-10,330-100%$238.2K———
Financial Advisory Corp
N/A—8,860-8,860-100%$204———
JPMorgan Chase & Co
N/A—4,870-4,870-100%$112.3K———
Comerica Bank
N/A—4,696-4,696-100%$108.3K———
Northwestern Mutual Wealth Management Co
N/A—4,456-4,456-100%$102.8K———
Aptus Capital Advisors, LLC
N/A—4,291-4,291-100%$99.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,315-3,315-100%$76———
Ameritas Advisory Services, LLC
N/A—2,726-2,726-100%$62.9K———
Huntington National Bank
N/A—2,190-2,190-100%$50.5K———
Principal Securities, Inc.
N/A—2,099-2,099-100%$48.4K———
WFA of San Diego, LLC
N/A—1,975-1,975-100%$45.5K———
Global Retirement Partners, LLC
N/A—1,754-1,754-100%$40.4K———
Ancora Advisors LLCA
N/A—1,509-1,509-100%$34.8K———
MAI Capital Management
N/A—986-986-100%$22.7K———
Cbiz Investment Advisory Services, LLC
N/A—496-496-100%$11.4K———
Advisory Services Network, LLC
N/A—433-433-100%$10.0K———
Rockefeller Capital Management L.P.
N/A—299-299-100%$6.9K———
CWM, LLC
N/A—284-284-100%$7———
AE Wealth Management LLC
N/A—77-77-100%$1.8K———
BNP Paribas Financial Markets
N/A—68-68-100%$1.6K———
FMR LLC
N/A—7-7-100%$171———
Showing 169 of 169 institutions