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Invesco Bulletshares 2033 CB (BSCX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Clearstead Advisors, LLC
INCREASED
Shares2,896,488 from 2,750,934
Change+145,554 (+5%)
Value$57.9M (+$5.4K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares2,196,749 from 2,110,150
Change+86,599 (+4%)
Value$43.9M (-$496.9K)
Filed 2026-11-06
Clark Asset Management, LLC
INCREASED
Shares670,634 from 519,107
Change+151,527 (+29%)
Value$13.4M (+$2.5M)
Filed 2026-10-19
Cookson Peirce & Co Inc
INCREASED
Shares544,643 from 516,334
Change+28,309 (+5%)
Value$10.9M (+$20.8K)
Filed 2026-10-30
Parkway Wealth Management Group, LLC
INCREASED
Shares489,263 from 480,088
Change+9,175 (+2%)
Value$9.8M (-$323.6K)
Filed 2026-10-20
BCS Wealth Management
INCREASED
Shares456,982 from 449,212
Change+7,770 (+2%)
Value$9.1M (-$319.1K)
Filed 2026-11-03
Marietta Wealth Management, LLC
NEW
Shares371,403
Change+371,403
Value$7.5M
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares297,754 from 286,678
Change+11,076 (+4%)
Value$6.0M (-$81.3K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares268,661 from 262,943
Change+5,718 (+2%)
Value$1.0M (+$63.3K)
Filed 2026-10-13
NorthAvenue LLC
INCREASED
Shares231,142 from 219,593
Change+11,549 (+5%)
Value$4.6M (-$964)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED
Shares217,901 from 216,837
Change+1,064 (+0%)
Value$4.4M (-$153.1K)
Filed 2026-10-13
Nottingham Advisors, Inc.
INCREASED
Shares214,248 from 212,131
Change+2,117 (+1%)
Value$4.3M (-$150.3K)
Filed 2026-10-29
Lido Advisors, LLC
DECREASED
Shares200,890 from 201,547
Change-657 (0%)
Value$4.0M (-$226.0K)
Filed 2026-11-04
Ledgewood Wealth Advisors, LLC
INCREASED
Shares196,099 from 195,591
Change+508 (+0%)
Value$3.9M (-$196.4K)
Filed 2026-10-09
Virtue Asset Management LLC
DECREASED
Shares193,209 from 200,790
Change-7,581 (-4%)
Value$3.9M (-$363.7K)
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares177,896 from 289,335
Change-111,439 (-39%)
Value$3.6M (-$2.5M)
Filed 2026-10-23
DWM Financial Group, Inc.
INCREASED
Shares165,563 from 152,130
Change+13,433 (+9%)
Value$3.3M (+$46.4K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares163,020 from 143,484
Change+19,536 (+14%)
Value$3.3M (+$239.0K)
Filed 2026-10-26
Carroll Advisory Group, LLC
INCREASED
Shares148,130 from 126,318
Change+21,812 (+17%)
Value$3.0M (+$302.8K)
Filed 2026-10-16
Infinity Wealth Counsel, LLC
INCREASED
Shares145,802 from 141,517
Change+4,285 (+3%)
Value$2.9M (-$63.8K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares145,208 from 140,017
Change+5,191 (+4%)
Value$2.9M (-$44.1K)
Filed 2026-11-02
Avior Wealth Management, LLC
INCREASED
Shares141,241 from 124,944
Change+16,297 (+13%)
Value$2.8M (+$193.9K)
Filed 2026-10-13
Addison Advisors LLC
INCREASED
Shares128,362 from 124,613
Change+3,749 (+3%)
Value$2.6M (-$56.6K)
Filed 2026-11-06
Farnam Financial LLC
INCREASED
Shares112,180 from 93,406
Change+18,774 (+20%)
Value$2.3M (+$307.8K)
Filed 2026-10-21
HUB Investment Partners, LLC
DECREASED
Shares98,313 from 101,642
Change-3,329 (-3%)
Value$2.0M (-$173.9K)
Filed 2026-11-03
AA Financial Advisors, LLC
INCREASED
Shares98,102 from 93,254
Change+4,848 (+5%)
Value$2.0M (-$1.5K)
Filed 2026-10-19
River Wealth Advisors LLC
INCREASED
Shares97,181 from 82,602
Change+14,579 (+18%)
Value$1.9M (+$204.3K)
Filed 2026-11-09
Sigma Investment Counselors Inc
INCREASED
Shares92,227 from 21,103
Change+71,124 (+337%)
Value$1.8M (+$1.4M)
Filed 2026-10-27
Opulen Financial Group LLC
INCREASED
Shares86,101 from 77,239
Change+8,862 (+11%)
Value$1.7M (+$95.7K)
Filed 2026-10-22
Butensky & Cohen Financial Security, Inc
INCREASED
Shares79,494 from 73,941
Change+5,553 (+8%)
Value$1.6M (+$33.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares76,638 from 66,051
Change+10,587 (+16%)
Value$1.5M (+$142.0K)
Filed 2026-11-02
Independence Bank of Kentucky
INCREASED
Shares74,006 from 67,942
Change+6,064 (+9%)
Value$1.5M (+$49.5K)
Filed 2026-10-26
Sawgrass Asset Management LLC
INCREASED
Shares73,002 from 72,502
Change+500 (+1%)
Value$1.5M (-$66.6K)
Filed 2026-11-03
Golden Reserve Retirement LLC
DECREASED
Shares70,008 from 70,264
Change-256 (0%)
Value$1.4M (-$79.3K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares63,872 from 155,542
Change-91,670 (-59%)
Value$1.3M (-$2.0M)
Filed 2026-10-13
G2 Capital Management, LLC / OH
INCREASED
Shares62,950 from 62,147
Change+803 (+1%)
Value$1.3M (-$49.6K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares62,893 from 59,909
Change+2,984 (+5%)
Value$1.3M (-$3.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares51,141 from 70,028
Change-18,887 (-27%)
Value$1.0M (-$451.7K)
Filed 2026-11-06
Richmond Investment Services, LLC
NEW
Shares49,888
Change+49,888
Value$997.7K
Filed 2026-10-29
Heritage Trust Co
INCREASED
Shares47,497 from 32,803
Change+14,694 (+45%)
Value$949.9K (+$259.2K)
Filed 2026-11-09
Wilkins Miller Wealth Management, LLC
INCREASED
Shares46,925 from 46,477
Change+448 (+1%)
Value$938.4K (-$40.1K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares45,149 from 63,684
Change-18,535 (-29%)
Value$902.9K (-$437.9K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares39,644 from 30,952
Change+8,692 (+28%)
Value$792.8K (+$141.1K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares38,645 from 41,078
Change-2,433 (-6%)
Value$772.9K (-$92.0K)
Filed 2026-10-08
Geneos Wealth Management Inc.
INCREASED
Shares38,176 from 3,755
Change+34,421 (+917%)
Value$763.5K (+$684.4K)
Filed 2026-11-09
City Holding Co
DECREASED
Shares33,002 from 41,277
Change-8,275 (-20%)
Value$659.7K (-$209.2K)
Filed 2026-10-19
Allen Capital Group, LLC
INCREASED
Shares30,126 from 23,071
Change+7,055 (+31%)
Value$602.5K (+$116.7K)
Filed 2026-10-27
Redmond Asset Management, LLC
INCREASED
Shares28,191 from 22,319
Change+5,872 (+26%)
Value$563.8K (+$93.9K)
Filed 2026-10-27
Straight Path Wealth Management
NEW
Shares27,767
Change+27,767
Value$555.3K
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares26,432 from 26,276
Change+156 (+1%)
Value$528.6K (-$24.6K)
Filed 2026-11-05
Quartz Partners, LLC
UNCHANGED
Shares20,472 from 20,472
Change0 (0%)
Value$409.4K (-$21.6K)
Filed 2026-11-03
Aprio Wealth Management, LLC
UNCHANGED
Shares16,495 from 16,495
Change0 (0%)
Value$329.9K (-$17.4K)
Filed 2026-10-28
ETF Store, Inc.
INCREASED
Shares15,971 from 15,036
Change+935 (+6%)
Value$319.4K (+$2.8K)
Filed 2026-10-19
Yankcom Partnership
INCREASED
Shares15,763 from 15,215
Change+548 (+4%)
Value$315.2K (-$5.1K)
Filed 2026-10-15
Horizons Wealth Management
NEW
Shares15,236
Change+15,236
Value$304.7K
Filed 2026-10-05
VestGen Advisors, LLC
INCREASED
Shares14,452 from 12,391
Change+2,061 (+17%)
Value$289.0K (+$28.1K)
Filed 2026-10-27
Clearstead Trust, LLC
INCREASED
Shares13,894 from 9,921
Change+3,973 (+40%)
Value$277.9K (+$69.0K)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares13,100 from 12,590
Change+510 (+4%)
Value$262.0K (-$3.1K)
Filed 2026-10-22
Truist Financial Corp
NEW
Shares12,483
Change+12,483
Value$249.6K
Filed 2026-10-30
Legacy Wealth Partners, LLC
DECREASED
Shares12,435 from 12,530
Change-95 (-1%)
Value$248.7K (-$15.1K)
Filed 2026-10-15
Redwood Financial Network Corp
INCREASED
Shares12,123 from 11,815
Change+308 (+3%)
Value$242.4K (-$6.3K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
NEW
Shares11,984
Change+11,984
Value$239.7K
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares11,708
Change+11,708
Value$234.1K
Filed 2026-11-03
Somerset Trust Co
INCREASED
Shares11,553 from 10,435
Change+1,118 (+11%)
Value$231.0K (+$11.3K)
Filed 2026-10-13
Harbour Investments, Inc.
INCREASED
Shares8,484 from 8,375
Change+109 (+1%)
Value$169.7K (-$6.7K)
Filed 2026-11-09
US Bancorp \de\
UNCHANGED
Shares5,712 from 5,712
Change0 (0%)
Value$114.2K (-$6.0K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares4,495 from 4,495
Change0 (0%)
Value$89.9K (-$4.7K)
Filed 2026-10-09
Montag A & Associates Inc
INCREASED
Shares4,444 from 2,444
Change+2,000 (+82%)
Value$88.9K (+$37.4K)
Filed 2026-10-29
Davis Capital Management
INCREASED
Shares4,122 from 3,792
Change+330 (+9%)
Value$82.4K (+$2.6K)
Filed 2026-10-08
Bank of New Hampshire
NEW
Shares3,630
Change+3,630
Value$72.6K
Filed 2026-10-06
Community Bank, N.A.
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$54.3K (-$2.9K)
Filed 2026-11-06
Carolina Wealth Advisors, LLC
DECREASED
Shares2,046 from 2,806
Change-760 (-27%)
Value$40.9K (-$18.2K)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$20.6K (-$1.1K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares1,011 from 437
Change+574 (+131%)
Value$20.2K (+$11.0K)
Filed 2026-11-05
Smithfield Trust Co
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$20.0K (+$20.0K)
Filed 2026-11-09
Noble Wealth Management PBC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$20.0K (-$1.1K)
Filed 2026-10-01
Cornerstone National Bank & Trust Co
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$19.1K (-$930)
Filed 2026-10-20
RHL Group, LLC
NEW
Shares710
Change+710
Value$14.2K
Filed 2026-11-04
Key FInancial Inc
INCREASED
Shares340 from 100
Change+240 (+240%)
Value$6.8K (+$4.7K)
Filed 2026-11-02
Financial Consulate, Inc
NEW
Shares290
Change+290
Value$5.8K
Filed 2026-10-23
Golden State Wealth Management, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.1K (-$45)
Filed 2026-11-02
Atria Investments, Inc
CLOSED
Shares0 from 51,551
Change-51,551 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Aureum Wealth Management, LLC
CLOSED
Shares0 from 11,504
Change-11,504 (-100%)
Value$0 (-$242.2K)
Filed 2026-10-15
First Command Advisory Services, Inc.
CLOSED
Shares0 from 10,878
Change-10,878 (-100%)
Value$0 (-$229.0K)
Filed 2026-11-05
Oliver Luxxe Assets LLC
CLOSED
Shares0 from 10,300
Change-10,300 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 6,790
Change-6,790 (-100%)
Value$0 (-$142.8K)
Filed 2026-11-02
Aptus Capital Advisors, LLC
N/A
Shares— from 7,954,221
Change-7,954,221 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,537,744
Change-3,537,744 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,416,033
Change-3,416,033 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,311,679
Change-1,311,679 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,203,208
Change-1,203,208 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 915,739
Change-915,739 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 911,142
Change-911,142 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 666,639
Change-666,639 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 622,811
Change-622,811 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 567,411
Change-567,411 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 534,589
Change-534,589 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 441,183
Change-441,183 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 398,162
Change-398,162 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 376,705
Change-376,705 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 303,093
Change-303,093 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 297,388
Change-297,388 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 242,570
Change-242,570 (-100%)
Value—
Stephens Inc
N/A
Shares— from 212,785
Change-212,785 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 164,142
Change-164,142 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 159,600
Change-159,600 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 153,991
Change-153,991 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 136,118
Change-136,118 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 136,028
Change-136,028 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 134,082
Change-134,082 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 117,620
Change-117,620 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 116,695
Change-116,695 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 110,653
Change-110,653 (-100%)
Value—
UBS Group AG
N/A
Shares— from 99,795
Change-99,795 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 99,425
Change-99,425 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 93,798
Change-93,798 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 65,919
Change-65,919 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 60,295
Change-60,295 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 35,620
Change-35,620 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 34,742
Change-34,742 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,526
Change-28,526 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 25,671
Change-25,671 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 23,042
Change-23,042 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 20,206
Change-20,206 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,689
Change-18,689 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 18,439
Change-18,439 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,290
Change-16,290 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,043
Change-16,043 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,955
Change-10,955 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
&partners
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 763
Change-763 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 487
Change-487 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 387
Change-387 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 108
Change-108 (-100%)
Value—
Status
Clearstead Advisors, LLC
INCREASED2,896,4882,750,934+145,554+5%$57.9M$57.9M+$5.4K2026-11-06
LPL Financial LLC
INCREASED2,196,7492,110,150+86,599+4%$44.4M$43.9M-$496.9K2026-11-06
Clark Asset Management, LLC
INCREASED670,634519,107+151,527+29%$10.9M$13.4M+$2.5M2026-10-19
Cookson Peirce & Co Inc
INCREASED544,643516,334+28,309+5%$10.9M$10.9M+$20.8K2026-10-30
Parkway Wealth Management Group, LLC
INCREASED489,263480,088+9,175+2%$10.1M$9.8M-$323.6K2026-10-20
BCS Wealth Management
INCREASED456,982449,212+7,770+2%$9.5M$9.1M-$319.1K2026-11-03
Marietta Wealth Management, LLC
NEW371,403—+371,403——$7.5M—2026-10-22
Asset Dedication, LLC
INCREASED297,754286,678+11,076+4%$6.0M$6.0M-$81.3K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED268,661262,943+5,718+2%$960.0K$1.0M+$63.3K2026-10-13
NorthAvenue LLC
INCREASED231,142219,593+11,549+5%$4.6M$4.6M-$9642026-10-29
NorthCrest Asset Manangement, LLC
INCREASED217,901216,837+1,064+0%$4.5M$4.4M-$153.1K2026-10-13
Nottingham Advisors, Inc.
INCREASED214,248212,131+2,117+1%$4.5M$4.3M-$150.3K2026-10-29
Lido Advisors, LLC
DECREASED200,890201,547-6570%$4.2M$4.0M-$226.0K2026-11-04
Ledgewood Wealth Advisors, LLC
INCREASED196,099195,591+508+0%$4.1M$3.9M-$196.4K2026-10-09
Virtue Asset Management LLC
DECREASED193,209200,790-7,581-4%$4.2M$3.9M-$363.7K2026-10-21
Apollon Wealth Management, LLC
DECREASED177,896289,335-111,439-39%$6.1M$3.6M-$2.5M2026-10-23
DWM Financial Group, Inc.
INCREASED165,563152,130+13,433+9%$3.3M$3.3M+$46.4K2026-10-28
Park Avenue Securities LLC
INCREASED163,020143,484+19,536+14%$3.0M$3.3M+$239.0K2026-10-26
Carroll Advisory Group, LLC
INCREASED148,130126,318+21,812+17%$2.7M$3.0M+$302.8K2026-10-16
Infinity Wealth Counsel, LLC
INCREASED145,802141,517+4,285+3%$3.0M$2.9M-$63.8K2026-10-15
Kestra Advisory Services, LLC
INCREASED145,208140,017+5,191+4%$2.9M$2.9M-$44.1K2026-11-02
Avior Wealth Management, LLC
INCREASED141,241124,944+16,297+13%$2.6M$2.8M+$193.9K2026-10-13
Addison Advisors LLC
INCREASED128,362124,613+3,749+3%$2.6M$2.6M-$56.6K2026-11-06
Farnam Financial LLC
INCREASED112,18093,406+18,774+20%$2.0M$2.3M+$307.8K2026-10-21
HUB Investment Partners, LLC
DECREASED98,313101,642-3,329-3%$2.1M$2.0M-$173.9K2026-11-03
AA Financial Advisors, LLC
INCREASED98,10293,254+4,848+5%$2.0M$2.0M-$1.5K2026-10-19
River Wealth Advisors LLC
INCREASED97,18182,602+14,579+18%$1.7M$1.9M+$204.3K2026-11-09
Sigma Investment Counselors Inc
INCREASED92,22721,103+71,124+337%$444.3K$1.8M+$1.4M2026-10-27
Opulen Financial Group LLC
INCREASED86,10177,239+8,862+11%$1.6M$1.7M+$95.7K2026-10-22
Butensky & Cohen Financial Security, Inc
INCREASED79,49473,941+5,553+8%$1.6M$1.6M+$33.0K2026-10-13
Commonwealth Equity Services, LLC
INCREASED76,63866,051+10,587+16%$1.4M$1.5M+$142.0K2026-11-02
Independence Bank of Kentucky
INCREASED74,00667,942+6,064+9%$1.4M$1.5M+$49.5K2026-10-26
Sawgrass Asset Management LLC
INCREASED73,00272,502+500+1%$1.5M$1.5M-$66.6K2026-11-03
Golden Reserve Retirement LLC
DECREASED70,00870,264-2560%$1.5M$1.4M-$79.3K2026-11-02
Independent Financial Group, LLC
DECREASED63,872155,542-91,670-59%$3.3M$1.3M-$2.0M2026-10-13
G2 Capital Management, LLC / OH
INCREASED62,95062,147+803+1%$1.3M$1.3M-$49.6K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED62,89359,909+2,984+5%$1.3M$1.3M-$3.0K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED51,14170,028-18,887-27%$1.5M$1.0M-$451.7K2026-11-06
Richmond Investment Services, LLC
NEW49,888—+49,888——$997.7K—2026-10-29
Heritage Trust Co
INCREASED47,49732,803+14,694+45%$690.7K$949.9K+$259.2K2026-11-09
Wilkins Miller Wealth Management, LLC
INCREASED46,92546,477+448+1%$978.6K$938.4K-$40.1K2026-10-13
Moneco Advisors, LLC
DECREASED45,14963,684-18,535-29%$1.3M$902.9K-$437.9K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED39,64430,952+8,692+28%$651.7K$792.8K+$141.1K2026-10-16
Farther Finance Advisors, LLC
DECREASED38,64541,078-2,433-6%$864.9K$772.9K-$92.0K2026-10-08
Geneos Wealth Management Inc.
INCREASED38,1763,755+34,421+917%$79.1K$763.5K+$684.4K2026-11-09
City Holding Co
DECREASED33,00241,277-8,275-20%$868.9K$659.7K-$209.2K2026-10-19
Allen Capital Group, LLC
INCREASED30,12623,071+7,055+31%$485.8K$602.5K+$116.7K2026-10-27
Redmond Asset Management, LLC
INCREASED28,19122,319+5,872+26%$469.9K$563.8K+$93.9K2026-10-27
Straight Path Wealth Management
NEW27,767—+27,767——$555.3K—2026-10-23
J.W. Cole Advisors, Inc.
INCREASED26,43226,276+156+1%$553.3K$528.6K-$24.6K2026-11-05
Quartz Partners, LLC
UNCHANGED20,47220,47200%$431.0K$409.4K-$21.6K2026-11-03
Aprio Wealth Management, LLC
UNCHANGED16,49516,49500%$347.3K$329.9K-$17.4K2026-10-28
ETF Store, Inc.
INCREASED15,97115,036+935+6%$316.6K$319.4K+$2.8K2026-10-19
Yankcom Partnership
INCREASED15,76315,215+548+4%$320.4K$315.2K-$5.1K2026-10-15
Horizons Wealth Management
NEW15,236—+15,236——$304.7K—2026-10-05
VestGen Advisors, LLC
INCREASED14,45212,391+2,061+17%$260.9K$289.0K+$28.1K2026-10-27
Clearstead Trust, LLC
INCREASED13,8949,921+3,973+40%$208.9K$277.9K+$69.0K2026-11-06
Capital Investment Advisors, LLC
INCREASED13,10012,590+510+4%$265.1K$262.0K-$3.1K2026-10-22
Truist Financial Corp
NEW12,483—+12,483——$249.6K—2026-10-30
Legacy Wealth Partners, LLC
DECREASED12,43512,530-95-1%$263.8K$248.7K-$15.1K2026-10-15
Redwood Financial Network Corp
INCREASED12,12311,815+308+3%$248.8K$242.4K-$6.3K2026-11-03
SAX Wealth Advisors, LLC
NEW11,984—+11,984——$239.7K—2026-10-13
Ascentis Independent Advisors
NEW11,708—+11,708——$234.1K—2026-11-03
Somerset Trust Co
INCREASED11,55310,435+1,118+11%$219.7K$231.0K+$11.3K2026-10-13
Harbour Investments, Inc.
INCREASED8,4848,375+109+1%$176.3K$169.7K-$6.7K2026-11-09
US Bancorp \de\
UNCHANGED5,7125,71200%$120.3K$114.2K-$6.0K2026-11-05
Marquette Asset Management, LLC
UNCHANGED4,4954,49500%$94.6K$89.9K-$4.7K2026-10-09
Montag A & Associates Inc
INCREASED4,4442,444+2,000+82%$51.5K$88.9K+$37.4K2026-10-29
Davis Capital Management
INCREASED4,1223,792+330+9%$79.8K$82.4K+$2.6K2026-10-08
Bank of New Hampshire
NEW3,630—+3,630——$72.6K—2026-10-06
Community Bank, N.A.
UNCHANGED2,7152,71500%$57.2K$54.3K-$2.9K2026-11-06
Carolina Wealth Advisors, LLC
DECREASED2,0462,806-760-27%$59.1K$40.9K-$18.2K2026-10-23
Private Trust Co NA
UNCHANGED1,0301,03000%$21.7K$20.6K-$1.1K2026-10-20
Fifth Third Bancorp
INCREASED1,011437+574+131%$9.2K$20.2K+$11.0K2026-11-05
Smithfield Trust Co
UNCHANGED1,0111,01100%$21$20.0K+$20.0K2026-11-09
Noble Wealth Management PBC
UNCHANGED1,0001,00000%$21.1K$20.0K-$1.1K2026-10-01
Cornerstone National Bank & Trust Co
UNCHANGED95095000%$20.0K$19.1K-$9302026-10-20
RHL Group, LLC
NEW710—+710——$14.2K—2026-11-04
Key FInancial Inc
INCREASED340100+240+240%$2.1K$6.8K+$4.7K2026-11-02
Financial Consulate, Inc
NEW290—+290——$5.8K—2026-10-23
Golden State Wealth Management, LLC
UNCHANGED565600%$1.2K$1.1K-$452026-11-02
Atria Investments, Inc
CLOSED051,551-51,551-100%$1.1M$0-$1.1M2026-10-15
Aureum Wealth Management, LLC
CLOSED011,504-11,504-100%$242.2K$0-$242.2K2026-10-15
First Command Advisory Services, Inc.
CLOSED010,878-10,878-100%$229.0K$0-$229.0K2026-11-05
Oliver Luxxe Assets LLC
CLOSED010,300-10,300-100%$216.9K$0-$216.9K2026-10-14
International Assets Investment Management, LLC
CLOSED06,790-6,790-100%$142.8K$0-$142.8K2026-11-02
Aptus Capital Advisors, LLC
N/A—7,954,221-7,954,221-100%$167.5M———
Ameriprise Financial Inc
N/A—3,537,744-3,537,744-100%$74.4M———
Raymond James Financial Inc
N/A—3,416,033-3,416,033-100%$71.9M———
Morgan Stanley
N/A—1,311,679-1,311,679-100%$27.6M———
IMA Advisory Services, Inc.
N/A—1,203,208-1,203,208-100%$25.3M———
Wells Fargo & Company
N/A—915,739-915,739-100%$19.3M———
Invesco Ltd.
N/A—911,142-911,142-100%$19.2M———
Janney Montgomery Scott LLC
N/A—666,639-666,639-100%$14.0M———
Baird Financial Group, Inc.
N/A—622,811-622,811-100%$13.1M———
Goldman Sachs Group Inc
N/A—567,411-567,411-100%$11.9M———
Jones Financial Companies Lllp
N/A—534,589-534,589-100%$11.3M———
Bank of America Corp
N/A—441,183-441,183-100%$9.3M———
Royal Bank of Canada
N/A—398,162-398,162-100%$8.4M———
Modern Wealth Management, LLC
N/A—376,705-376,705-100%$7.9M———
Equitable Holdings, Inc.
N/A—303,093-303,093-100%$6.4M———
Osaic Holdings, Inc.
N/A—297,388-297,388-100%$6.3M———
Northwestern Mutual Wealth Management Co
N/A—242,570-242,570-100%$5.1M———
Stephens Inc
N/A—212,785-212,785-100%$4.5M———
MAI Capital Management
N/A—164,142-164,142-100%$3.5M———
Envestnet Asset Management Inc
N/A—159,600-159,600-100%$3.4M———
Cetera Investment Advisers
N/A—153,991-153,991-100%$3.2M———
Savvy Advisors, Inc.
N/A—136,118-136,118-100%$2.9M———
Jane Street Group, LLC
N/A—136,028-136,028-100%$2.9M———
MML Investors Services, LLC
N/A—134,082-134,082-100%$2.8M———
Novare Capital Management LLC
N/A—117,620-117,620-100%$2.5M———
LeClair Wealth Partners LLC
N/A—116,695-116,695-100%$2.5M———
Davis R M Inc
N/A—110,653-110,653-100%$2.3M———
UBS Group AG
N/A—99,795-99,795-100%$2.1M———
Rockefeller Capital Management L.P.
N/A—99,425-99,425-100%$2.1M———
Ellevest, Inc.
N/A—93,798-93,798-100%$2.0M———
Huntington National Bank
N/A—65,919-65,919-100%$1.4M———
Ark Wealth Advisors LLC
N/A—60,295-60,295-100%$1.3M———
Captrust Financial Advisors
N/A—35,620-35,620-100%$750.0K———
Stifel Financial Corp
N/A—34,742-34,742-100%$731.5K———
Citadel Advisors LLC
N/A—28,526-28,526-100%$600.6K———
Dover Advisors, LLC
N/A—27,100-27,100-100%$581.6K———
Sanctuary Advisors, LLC
N/A—25,671-25,671-100%$540.5K———
GTS Securities LLC
N/A—23,042-23,042-100%$485.1K———
Hobbs Group Advisors, LLC
N/A—20,206-20,206-100%$425.5K———
Waverly Advisors, LLC
N/A—18,689-18,689-100%$393.5K———
Quadrature Capital Ltd
N/A—18,439-18,439-100%$388.2K———
Stratos Wealth Partners, Ltd.
N/A—16,290-16,290-100%$343.0K———
Sequoia Financial Advisors, LLC
N/A—16,043-16,043-100%$337.8K———
Ancora Advisors LLCA
N/A—11,700-11,700-100%$246.3K———
Vestmark Advisory Solutions, Inc.
N/A—10,955-10,955-100%$230.7K———
Gladstone Institutional Advisory LLC
N/A—10,347-10,347-100%$217.8K———
&partners
N/A—9,814-9,814-100%$206.6K———
Capital Analysts, LLC
N/A—3,900-3,900-100%$82.0K———
FMR LLC
N/A—3,015-3,015-100%$63.5K———
BFC Planning, Inc.
N/A—763-763-100%$16.1K———
Atlantic Union Bankshares Corp
N/A—487-487-100%$10.3K———
Keating Financial Advisory Services, Inc.
N/A—387-387-100%$8.1K———
Steward Partners Investment Advisory, LLC
N/A—250-250-100%$5.3K———
Vanguard Advisers Inc
N/A—108-108-100%$2.3K———
Showing 140 of 140 institutions