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Invesco Bulletshares 2032 CB (BSCW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares2,378,860 from 2,408,371
Change-29,511 (-1%)
Value$46.6M (-$2.8M)
Filed 2026-11-06
Hengehold Capital Management LLC
INCREASED
Shares1,995,450 from 1,904,149
Change+91,301 (+5%)
Value$39.1M (+$26.8K)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares1,264,919 from 1,179,623
Change+85,296 (+7%)
Value$24.8M (+$579.4K)
Filed 2026-11-05
Foronjy Financial LLC
INCREASED
Shares1,253,881 from 739,990
Change+513,891 (+69%)
Value$24.6M (+$9.4M)
Filed 2026-10-14
Clark Asset Management, LLC
INCREASED
Shares892,618 from 696,425
Change+196,193 (+28%)
Value$17.5M (+$3.2M)
Filed 2026-10-19
Capital Investment Counsel, LLC
INCREASED
Shares877,588 from 791,608
Change+85,980 (+11%)
Value$17.2M (+$951.7K)
Filed 2026-10-14
Strategic Financial Group, LLC
INCREASED
Shares697,281 from 678,051
Change+19,230 (+3%)
Value$13.7M (-$250.6K)
Filed 2026-10-08
Gill Capital Partners, LLC
INCREASED
Shares572,671 from 571,677
Change+994 (+0%)
Value$11.2M (-$509.3K)
Filed 2026-10-13
Cookson Peirce & Co Inc
INCREASED
Shares559,677 from 539,123
Change+20,554 (+4%)
Value$11.0M (-$96.1K)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares544,716 from 150,932
Change+393,784 (+261%)
Value$10.7M (+$7.6M)
Filed 2026-10-13
Cornerstone Planning, LLC
INCREASED
Shares471,083 from 465,977
Change+5,106 (+1%)
Value$9.6M (-$7.2K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares440,144 from 416,112
Change+24,032 (+6%)
Value$8.6M (+$85.8K)
Filed 2026-11-04
First International Bank of Israel Ltd.
NEW
Shares430,000
Change+430,000
Value$8.4M
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares420,989 from 394,783
Change+26,206 (+7%)
Value$8.2M (+$148.0K)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares411,636 from 380,309
Change+31,327 (+8%)
Value$8.1M (+$261.7K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares398,918 from 359,753
Change+39,165 (+11%)
Value$7.8M (+$434.3K)
Filed 2026-10-30
Marietta Wealth Management, LLC
INCREASED
Shares394,930 from 383,058
Change+11,872 (+3%)
Value$7.8M (-$74.4K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares321,852 from 301,004
Change+20,848 (+7%)
Value$6.3M (+$129.9K)
Filed 2026-11-06
Decker Wealth Management LLC
INCREASED
Shares279,855 from 277,896
Change+1,959 (+1%)
Value$5.5M (-$218.7K)
Filed 2026-10-09
Apollon Wealth Management, LLC
DECREASED
Shares275,571 from 449,268
Change-173,697 (-39%)
Value$5.4M (-$3.8M)
Filed 2026-10-23
BCS Wealth Management
INCREASED
Shares266,239 from 251,567
Change+14,672 (+6%)
Value$5.2M (+$54.6K)
Filed 2026-11-03
NorthAvenue LLC
INCREASED
Shares256,777 from 243,608
Change+13,169 (+5%)
Value$5.0M (+$32.6K)
Filed 2026-10-29
Straight Path Wealth Management
INCREASED
Shares230,024 from 183,072
Change+46,952 (+26%)
Value$4.5M (+$750.2K)
Filed 2026-10-23
Carroll Advisory Group, LLC
INCREASED
Shares189,497 from 162,721
Change+26,776 (+16%)
Value$3.7M (+$373.9K)
Filed 2026-10-16
Carnegie Investment Counsel
INCREASED
Shares189,310 from 151,756
Change+37,554 (+25%)
Value$3.7M (+$595.1K)
Filed 2026-10-20
Ledgewood Wealth Advisors, LLC
INCREASED
Shares174,170 from 168,185
Change+5,985 (+4%)
Value$3.4M (-$38.4K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares172,482 from 138,408
Change+34,074 (+25%)
Value$3.4M (+$539.3K)
Filed 2026-10-13
Infinity Wealth Counsel, LLC
INCREASED
Shares158,675 from 157,533
Change+1,142 (+1%)
Value$3.1M (-$123.4K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares157,590 from 154,574
Change+3,016 (+2%)
Value$3.1M (-$83.9K)
Filed 2026-10-27
Opulen Financial Group LLC
INCREASED
Shares149,428 from 131,647
Change+17,781 (+14%)
Value$2.9M (+$226.5K)
Filed 2026-10-22
Addison Advisors LLC
INCREASED
Shares142,355 from 140,019
Change+2,336 (+2%)
Value$2.8M (-$83.8K)
Filed 2026-11-06
Farnam Financial LLC
INCREASED
Shares134,355 from 129,178
Change+5,177 (+4%)
Value$2.7M (+$11.5K)
Filed 2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED
Shares126,786 from 118,200
Change+8,586 (+7%)
Value$2.5M (+$58.8K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares121,914 from 112,404
Change+9,510 (+8%)
Value$2.4M (+$82.3K)
Filed 2026-11-03
DWM Financial Group, Inc.
INCREASED
Shares117,481 from 108,906
Change+8,575 (+8%)
Value$2.3M (+$27.5K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares117,092 from 160,942
Change-43,850 (-27%)
Value$2.3M (-$1.0M)
Filed 2026-11-02
Sigma Investment Counselors Inc
NEW
Shares112,630
Change+112,630
Value$2.2M
Filed 2026-10-27
River Wealth Advisors LLC
INCREASED
Shares105,249 from 93,296
Change+11,953 (+13%)
Value$2.1M (+$147.8K)
Filed 2026-11-09
Horizons Wealth Management
NEW
Shares102,498
Change+102,498
Value$2.0M
Filed 2026-10-05
Kestra Advisory Services, LLC
INCREASED
Shares91,641 from 50,049
Change+41,592 (+83%)
Value$1.8M (+$768.3K)
Filed 2026-11-02
Butensky & Cohen Financial Security, Inc
INCREASED
Shares83,275 from 78,206
Change+5,069 (+6%)
Value$1.6M (+$26.9K)
Filed 2026-10-13
Heritage Trust Co
INCREASED
Shares82,450 from 63,448
Change+19,002 (+30%)
Value$1.6M (+$313.5K)
Filed 2026-11-09
Independence Bank of Kentucky
INCREASED
Shares82,372 from 75,703
Change+6,669 (+9%)
Value$1.6M (+$60.6K)
Filed 2026-10-26
Camelot Portfolios, LLC
INCREASED
Shares81,435 from 65,457
Change+15,978 (+24%)
Value$1.6M (+$252.4K)
Filed 2026-11-09
Sawgrass Asset Management LLC
INCREASED
Shares79,076 from 77,826
Change+1,250 (+2%)
Value$1.5M (-$47.5K)
Filed 2026-11-03
Prospera Financial Services Inc
NEW
Shares73,977
Change+73,977
Value$1.5M
Filed 2026-11-04
Golden Reserve Retirement LLC
INCREASED
Shares71,247 from 70,764
Change+483 (+1%)
Value$1.4M (-$56.0K)
Filed 2026-11-02
SFE Investment Counsel
INCREASED
Shares69,800 from 15,000
Change+54,800 (+365%)
Value$1.4M (+$1.1M)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares69,260 from 46,541
Change+22,719 (+49%)
Value$1.4M (+$401.9K)
Filed 2026-11-03
G2 Capital Management, LLC / OH
INCREASED
Shares68,765 from 67,926
Change+839 (+1%)
Value$1.3M (-$46.4K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares61,165 from 63,571
Change-2,406 (-4%)
Value$1.2M (-$92.0K)
Filed 2026-10-13
Redmond Asset Management, LLC
INCREASED
Shares59,331 from 53,353
Change+5,978 (+11%)
Value$1.2M (+$67.7K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares54,497 from 76,265
Change-21,768 (-29%)
Value$1.1M (-$496.9K)
Filed 2026-11-06
Richmond Investment Services, LLC
NEW
Shares52,510
Change+52,510
Value$1.0M
Filed 2026-10-29
Apella Capital, LLC
NEW
Shares51,046
Change+51,046
Value$1.0M
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares44,419 from 32,839
Change+11,580 (+35%)
Value$869.9K (+$196.4K)
Filed 2026-10-16
Oliver Luxxe Assets LLC
INCREASED
Shares43,388 from 42,960
Change+428 (+1%)
Value$849.8K (-$31.4K)
Filed 2026-10-14
ProVise Management Group, LLC
NEW
Shares40,755
Change+40,755
Value$798.2K
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares39,954 from 39,687
Change+267 (+1%)
Value$782.5K (-$31.5K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares39,576 from 42,224
Change-2,648 (-6%)
Value$775.1K (-$90.9K)
Filed 2026-10-08
Geneos Wealth Management Inc.
INCREASED
Shares35,955 from 33,459
Change+2,496 (+7%)
Value$704.4K (+$18.1K)
Filed 2026-11-09
Evexia Wealth LLC
INCREASED
Shares34,180 from 32,470
Change+1,710 (+5%)
Value$675.6K (+$16.9K)
Filed 2026-11-05
Allen Capital Group, LLC
INCREASED
Shares33,198 from 32,965
Change+233 (+1%)
Value$650.2K (-$25.9K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares32,930 from 33,672
Change-742 (-2%)
Value$644.9K (-$45.7K)
Filed 2026-10-26
VestGen Advisors, LLC
INCREASED
Shares32,026 from 31,412
Change+614 (+2%)
Value$627.2K (-$17.0K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares23,622 from 20,667
Change+2,955 (+14%)
Value$462.6K (+$38.8K)
Filed 2026-10-14
Quartz Partners, LLC
UNCHANGED
Shares22,257 from 22,257
Change0 (0%)
Value$435.9K (-$20.6K)
Filed 2026-11-03
Global Wealth Strategies & Associates
DECREASED
Shares21,367 from 21,852
Change-485 (-2%)
Value$418.5K (-$29.7K)
Filed 2026-10-02
Redwood Financial Network Corp
INCREASED
Shares19,608 from 18,902
Change+706 (+4%)
Value$384.0K (-$3.6K)
Filed 2026-11-03
Krilogy Financial LLC
NEW
Shares18,736
Change+18,736
Value$369.2K
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares18,601 from 15,492
Change+3,109 (+20%)
Value$364.3K (+$45.4K)
Filed 2026-10-13
Aprio Wealth Management, LLC
NEW
Shares17,324
Change+17,324
Value$339.3K
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares15,132 from 15,132
Change0 (0%)
Value$296.4K (-$14.0K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares15,072 from 15,072
Change0 (0%)
Value$295.2K (-$13.9K)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares14,923 from 14,392
Change+531 (+4%)
Value$292.3K (-$2.9K)
Filed 2026-10-22
Central Valley Advisors, LLC
UNCHANGED
Shares14,914 from 14,914
Change0 (0%)
Value$292.1K (-$13.8K)
Filed 2026-10-27
Legacy Wealth Partners, LLC
INCREASED
Shares14,657 from 12,934
Change+1,723 (+13%)
Value$287.1K (+$21.8K)
Filed 2026-10-15
ETF Store, Inc.
INCREASED
Shares14,522 from 14,447
Change+75 (+1%)
Value$284.4K (-$11.9K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
INCREASED
Shares13,661 from 13,618
Change+43 (+0%)
Value$267.6K (-$11.8K)
Filed 2026-11-03
Yankcom Partnership
DECREASED
Shares13,178 from 15,575
Change-2,397 (-15%)
Value$258.1K (-$61.4K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares12,960
Change+12,960
Value$253.8K
Filed 2026-11-03
Harbour Investments, Inc.
INCREASED
Shares12,819 from 12,667
Change+152 (+1%)
Value$251.1K (-$8.8K)
Filed 2026-11-09
Somerset Trust Co
INCREASED
Shares12,579 from 10,933
Change+1,646 (+15%)
Value$246.4K (+$22.1K)
Filed 2026-10-13
Davis Capital Management
INCREASED
Shares12,096 from 11,349
Change+747 (+7%)
Value$236.9K (+$4.1K)
Filed 2026-10-08
Virtue Asset Management LLC
DECREASED
Shares12,002 from 12,326
Change-324 (-3%)
Value$235.1K (-$17.7K)
Filed 2026-10-21
Legacy Wealth Management, LLC / MS
DECREASED
Shares11,415 from 25,150
Change-13,735 (-55%)
Value$223.6K (-$292.3K)
Filed 2026-10-30
Segment Wealth Management, LLC
INCREASED
Shares11,300 from 11,080
Change+220 (+2%)
Value$221.3K (-$5.9K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares11,000
Change+11,000
Value$215.4K
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares10,963 from 10,963
Change0 (0%)
Value$214.7K (-$10.1K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares10,657 from 4,903
Change+5,754 (+117%)
Value$209.3K (+$108.8K)
Filed 2026-11-02
Montag A & Associates Inc
INCREASED
Shares10,126 from 7,626
Change+2,500 (+33%)
Value$198.3K (+$41.9K)
Filed 2026-10-29
Darden Wealth Group Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$195.9K (-$9.3K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares9,891 from 9,853
Change+38 (+0%)
Value$193.7K (-$8.4K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares9,104 from 11,241
Change-2,137 (-19%)
Value$178.3K (-$52.2K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares7,885 from 12,160
Change-4,275 (-35%)
Value$154.4K (-$95.0K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares4,882 from 4,882
Change0 (0%)
Value$95.6K (-$4.5K)
Filed 2026-10-09
Bank of New Hampshire
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$74.4K (-$3.5K)
Filed 2026-10-06
Laurel Wealth Advisors LLC
NEW
Shares3,600
Change+3,600
Value$70.5K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares3,438 from 3,438
Change0 (0%)
Value$67.3K (-$3.2K)
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares3,190 from 3,190
Change0 (0%)
Value$62.5K (-$3.0K)
Filed 2026-10-26
Eastern Bank
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$47.4K (-$2.2K)
Filed 2026-10-05
Noble Wealth Management PBC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$35.3K (-$1.7K)
Filed 2026-10-01
Bank of Montreal
UNCHANGED
Shares1,696 from 1,696
Change0 (0%)
Value$33.2K (-$1.6K)
Filed 2026-11-09
Key FInancial Inc
INCREASED
Shares1,620 from 540
Change+1,080 (+200%)
Value$31.7K (+$20.7K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,531 from 1,526
Change+5 (+0%)
Value$30.0K (-$1.3K)
Filed 2026-11-06
Smithfield Trust Co
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$20 (-$1)
Filed 2026-11-09
Signature Equity Partners, LLC
NEW
Shares682
Change+682
Value$13.4K
Filed 2026-10-29
Financial Consulate, Inc
NEW
Shares297
Change+297
Value$5.8K
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$6.0K ($0)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares135 from 134
Change+1 (+1%)
Value$2.7K (-$92)
Filed 2026-11-02
Nuveen, LLC
NEW
Shares1
Change+1
Value$11
Filed 2026-11-10
Atria Investments, Inc
CLOSED
Shares0 from 53,013
Change-53,013 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Apeiron RIA LLC
CLOSED
Shares0 from 23,494
Change-23,494 (-100%)
Value$0 (-$481.9K)
Filed 2026-10-08
ETF Portfolio Partners, Inc.
CLOSED
Shares0 from 9,933
Change-9,933 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-22
First Command Advisory Services, Inc.
CLOSED
Shares0 from 9,125
Change-9,125 (-100%)
Value$0 (-$187.2K)
Filed 2026-11-05
FMR LLC
CLOSED
Shares0 from 1,162
Change-1,162 (-100%)
Value$0 (-$23.8K)
Filed 2026-11-10
AdvisorNet Financial, Inc
CLOSED
Shares0 from 923
Change-923 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-15
Vima LLC
CLOSED
Shares0 from 745
Change-745 (-100%)
Value$0 (-$15.3K)
Filed 2026-10-23
Aptus Capital Advisors, LLC
N/A
Shares— from 8,901,491
Change-8,901,491 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,864,141
Change-5,864,141 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,852,195
Change-4,852,195 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,721,189
Change-2,721,189 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,577,411
Change-2,577,411 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,116,835
Change-2,116,835 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,938,201
Change-1,938,201 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,026,669
Change-1,026,669 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,015,609
Change-1,015,609 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 835,672
Change-835,672 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 718,889
Change-718,889 (-100%)
Value—
&partners
N/A
Shares— from 691,058
Change-691,058 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 567,841
Change-567,841 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 512,884
Change-512,884 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 499,978
Change-499,978 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 481,288
Change-481,288 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 472,071
Change-472,071 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 468,056
Change-468,056 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 386,808
Change-386,808 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 367,639
Change-367,639 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 290,056
Change-290,056 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 262,405
Change-262,405 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 250,398
Change-250,398 (-100%)
Value—
Stephens Inc
N/A
Shares— from 234,510
Change-234,510 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 227,172
Change-227,172 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 206,840
Change-206,840 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 188,157
Change-188,157 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 181,433
Change-181,433 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 149,756
Change-149,756 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 141,206
Change-141,206 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 140,244
Change-140,244 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 127,650
Change-127,650 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 125,864
Change-125,864 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 122,570
Change-122,570 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 120,571
Change-120,571 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 102,866
Change-102,866 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 96,240
Change-96,240 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 80,622
Change-80,622 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 79,758
Change-79,758 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 76,047
Change-76,047 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 63,159
Change-63,159 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 61,986
Change-61,986 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 56,913
Change-56,913 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 56,181
Change-56,181 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 50,054
Change-50,054 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 48,808
Change-48,808 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 47,189
Change-47,189 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 43,956
Change-43,956 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 41,251
Change-41,251 (-100%)
Value—
FCA Corp
N/A
Shares— from 40,263
Change-40,263 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 38,202
Change-38,202 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 34,761
Change-34,761 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 24,353
Change-24,353 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 22,098
Change-22,098 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 21,803
Change-21,803 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,895
Change-20,895 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 19,725
Change-19,725 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,715
Change-17,715 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,243
Change-16,243 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,476
Change-15,476 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 14,724
Change-14,724 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,895
Change-12,895 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 8,326
Change-8,326 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,169
Change-8,169 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
Status
LPL Financial LLC
DECREASED2,378,8602,408,371-29,511-1%$49.4M$46.6M-$2.8M2026-11-06
Hengehold Capital Management LLC
INCREASED1,995,4501,904,149+91,301+5%$39.1M$39.1M+$26.8K2026-10-16
Moneco Advisors, LLC
INCREASED1,264,9191,179,623+85,296+7%$24.2M$24.8M+$579.4K2026-11-05
Foronjy Financial LLC
INCREASED1,253,881739,990+513,891+69%$15.2M$24.6M+$9.4M2026-10-14
Clark Asset Management, LLC
INCREASED892,618696,425+196,193+28%$14.3M$17.5M+$3.2M2026-10-19
Capital Investment Counsel, LLC
INCREASED877,588791,608+85,980+11%$16.2M$17.2M+$951.7K2026-10-14
Strategic Financial Group, LLC
INCREASED697,281678,051+19,230+3%$13.9M$13.7M-$250.6K2026-10-08
Gill Capital Partners, LLC
INCREASED572,671571,677+994+0%$11.7M$11.2M-$509.3K2026-10-13
Cookson Peirce & Co Inc
INCREASED559,677539,123+20,554+4%$11.1M$11.0M-$96.1K2026-10-30
Avior Wealth Management, LLC
INCREASED544,716150,932+393,784+261%$3.1M$10.7M+$7.6M2026-10-13
Cornerstone Planning, LLC
INCREASED471,083465,977+5,106+1%$9.6M$9.6M-$7.2K2026-10-27
Lido Advisors, LLC
INCREASED440,144416,112+24,032+6%$8.5M$8.6M+$85.8K2026-11-04
First International Bank of Israel Ltd.
NEW430,000—+430,000——$8.4M—2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED420,989394,783+26,206+7%$8.1M$8.2M+$148.0K2026-11-02
Asset Dedication, LLC
INCREASED411,636380,309+31,327+8%$7.8M$8.1M+$261.7K2026-11-03
Truist Financial Corp
INCREASED398,918359,753+39,165+11%$7.4M$7.8M+$434.3K2026-10-30
Marietta Wealth Management, LLC
INCREASED394,930383,058+11,872+3%$7.9M$7.8M-$74.4K2026-10-22
Clearstead Advisors, LLC
INCREASED321,852301,004+20,848+7%$6.2M$6.3M+$129.9K2026-11-06
Decker Wealth Management LLC
INCREASED279,855277,896+1,959+1%$5.7M$5.5M-$218.7K2026-10-09
Apollon Wealth Management, LLC
DECREASED275,571449,268-173,697-39%$9.2M$5.4M-$3.8M2026-10-23
BCS Wealth Management
INCREASED266,239251,567+14,672+6%$5.2M$5.2M+$54.6K2026-11-03
NorthAvenue LLC
INCREASED256,777243,608+13,169+5%$5.0M$5.0M+$32.6K2026-10-29
Straight Path Wealth Management
INCREASED230,024183,072+46,952+26%$3.8M$4.5M+$750.2K2026-10-23
Carroll Advisory Group, LLC
INCREASED189,497162,721+26,776+16%$3.3M$3.7M+$373.9K2026-10-16
Carnegie Investment Counsel
INCREASED189,310151,756+37,554+25%$3.1M$3.7M+$595.1K2026-10-20
Ledgewood Wealth Advisors, LLC
INCREASED174,170168,185+5,985+4%$3.4M$3.4M-$38.4K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED172,482138,408+34,074+25%$2.8M$3.4M+$539.3K2026-10-13
Infinity Wealth Counsel, LLC
INCREASED158,675157,533+1,142+1%$3.2M$3.1M-$123.4K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED157,590154,574+3,016+2%$3.2M$3.1M-$83.9K2026-10-27
Opulen Financial Group LLC
INCREASED149,428131,647+17,781+14%$2.7M$2.9M+$226.5K2026-10-22
Addison Advisors LLC
INCREASED142,355140,019+2,336+2%$2.9M$2.8M-$83.8K2026-11-06
Farnam Financial LLC
INCREASED134,355129,178+5,177+4%$2.6M$2.7M+$11.5K2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED126,786118,200+8,586+7%$2.4M$2.5M+$58.8K2026-10-13
HUB Investment Partners, LLC
INCREASED121,914112,404+9,510+8%$2.3M$2.4M+$82.3K2026-11-03
DWM Financial Group, Inc.
INCREASED117,481108,906+8,575+8%$2.3M$2.3M+$27.5K2026-10-28
Commonwealth Equity Services, LLC
DECREASED117,092160,942-43,850-27%$3.3M$2.3M-$1.0M2026-11-02
Sigma Investment Counselors Inc
NEW112,630—+112,630——$2.2M—2026-10-27
River Wealth Advisors LLC
INCREASED105,24993,296+11,953+13%$1.9M$2.1M+$147.8K2026-11-09
Horizons Wealth Management
NEW102,498—+102,498——$2.0M—2026-10-05
Kestra Advisory Services, LLC
INCREASED91,64150,049+41,592+83%$1.0M$1.8M+$768.3K2026-11-02
Butensky & Cohen Financial Security, Inc
INCREASED83,27578,206+5,069+6%$1.6M$1.6M+$26.9K2026-10-13
Heritage Trust Co
INCREASED82,45063,448+19,002+30%$1.3M$1.6M+$313.5K2026-11-09
Independence Bank of Kentucky
INCREASED82,37275,703+6,669+9%$1.6M$1.6M+$60.6K2026-10-26
Camelot Portfolios, LLC
INCREASED81,43565,457+15,978+24%$1.3M$1.6M+$252.4K2026-11-09
Sawgrass Asset Management LLC
INCREASED79,07677,826+1,250+2%$1.6M$1.5M-$47.5K2026-11-03
Prospera Financial Services Inc
NEW73,977—+73,977——$1.5M—2026-11-04
Golden Reserve Retirement LLC
INCREASED71,24770,764+483+1%$1.5M$1.4M-$56.0K2026-11-02
SFE Investment Counsel
INCREASED69,80015,000+54,800+365%$307.7K$1.4M+$1.1M2026-10-29
Parallel Advisors, LLC
INCREASED69,26046,541+22,719+49%$954.6K$1.4M+$401.9K2026-11-03
G2 Capital Management, LLC / OH
INCREASED68,76567,926+839+1%$1.4M$1.3M-$46.4K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED61,16563,571-2,406-4%$1.3M$1.2M-$92.0K2026-10-13
Redmond Asset Management, LLC
INCREASED59,33153,353+5,978+11%$1.1M$1.2M+$67.7K2026-10-27
Kestra Private Wealth Services, LLC
DECREASED54,49776,265-21,768-29%$1.6M$1.1M-$496.9K2026-11-06
Richmond Investment Services, LLC
NEW52,510—+52,510——$1.0M—2026-10-29
Apella Capital, LLC
NEW51,046—+51,046——$1.0M—2026-10-08
Concurrent Investment Advisors, LLC
INCREASED44,41932,839+11,580+35%$673.5K$869.9K+$196.4K2026-10-16
Oliver Luxxe Assets LLC
INCREASED43,38842,960+428+1%$881.1K$849.8K-$31.4K2026-10-14
ProVise Management Group, LLC
NEW40,755—+40,755——$798.2K—2026-11-06
J.W. Cole Advisors, Inc.
INCREASED39,95439,687+267+1%$814.0K$782.5K-$31.5K2026-11-05
Farther Finance Advisors, LLC
DECREASED39,57642,224-2,648-6%$866.0K$775.1K-$90.9K2026-10-08
Geneos Wealth Management Inc.
INCREASED35,95533,459+2,496+7%$686.2K$704.4K+$18.1K2026-11-09
Evexia Wealth LLC
INCREASED34,18032,470+1,710+5%$658.7K$675.6K+$16.9K2026-11-05
Allen Capital Group, LLC
INCREASED33,19832,965+233+1%$676.1K$650.2K-$25.9K2026-10-27
Lanark Financial, Inc.
DECREASED32,93033,672-742-2%$690.6K$644.9K-$45.7K2026-10-26
VestGen Advisors, LLC
INCREASED32,02631,412+614+2%$644.3K$627.2K-$17.0K2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED23,62220,667+2,955+14%$423.9K$462.6K+$38.8K2026-10-14
Quartz Partners, LLC
UNCHANGED22,25722,25700%$456.5K$435.9K-$20.6K2026-11-03
Global Wealth Strategies & Associates
DECREASED21,36721,852-485-2%$448.2K$418.5K-$29.7K2026-10-02
Redwood Financial Network Corp
INCREASED19,60818,902+706+4%$387.7K$384.0K-$3.6K2026-11-03
Krilogy Financial LLC
NEW18,736—+18,736——$369.2K—2026-10-13
SAX Wealth Advisors, LLC
INCREASED18,60115,492+3,109+20%$318.9K$364.3K+$45.4K2026-10-13
Aprio Wealth Management, LLC
NEW17,324—+17,324——$339.3K—2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED15,13215,13200%$310.4K$296.4K-$14.0K2026-10-15
Kohmann Bosshard Financial Services, LLC
UNCHANGED15,07215,07200%$309.1K$295.2K-$13.9K2026-11-04
Capital Investment Advisors, LLC
INCREASED14,92314,392+531+4%$295.2K$292.3K-$2.9K2026-10-22
Central Valley Advisors, LLC
UNCHANGED14,91414,91400%$305.9K$292.1K-$13.8K2026-10-27
Legacy Wealth Partners, LLC
INCREASED14,65712,934+1,723+13%$265.3K$287.1K+$21.8K2026-10-15
ETF Store, Inc.
INCREASED14,52214,447+75+1%$296.3K$284.4K-$11.9K2026-10-19
Tennessee Valley Asset Management Partners
INCREASED13,66113,618+43+0%$279.3K$267.6K-$11.8K2026-11-03
Yankcom Partnership
DECREASED13,17815,575-2,397-15%$319.4K$258.1K-$61.4K2026-10-15
Ascentis Independent Advisors
NEW12,960—+12,960——$253.8K—2026-11-03
Harbour Investments, Inc.
INCREASED12,81912,667+152+1%$259.8K$251.1K-$8.8K2026-11-09
Somerset Trust Co
INCREASED12,57910,933+1,646+15%$224.2K$246.4K+$22.1K2026-10-13
Davis Capital Management
INCREASED12,09611,349+747+7%$232.8K$236.9K+$4.1K2026-10-08
Virtue Asset Management LLC
DECREASED12,00212,326-324-3%$252.8K$235.1K-$17.7K2026-10-21
Legacy Wealth Management, LLC / MS
DECREASED11,41525,150-13,735-55%$515.8K$223.6K-$292.3K2026-10-30
Segment Wealth Management, LLC
INCREASED11,30011,080+220+2%$227.3K$221.3K-$5.9K2026-10-26
Jacobi Capital Management LLC
NEW11,000—+11,000——$215.4K—2026-11-05
First Bancorp, Inc
UNCHANGED10,96310,96300%$224.9K$214.7K-$10.1K2026-10-26
International Assets Investment Management, LLC
INCREASED10,6574,903+5,754+117%$100.5K$209.3K+$108.8K2026-11-02
Montag A & Associates Inc
INCREASED10,1267,626+2,500+33%$156.4K$198.3K+$41.9K2026-10-29
Darden Wealth Group Inc
UNCHANGED10,00010,00000%$205.1K$195.9K-$9.3K2026-11-06
Larson Financial Group LLC
INCREASED9,8919,853+38+0%$202.1K$193.7K-$8.4K2026-11-05
Fifth Third Bancorp
DECREASED9,10411,241-2,137-19%$230.5K$178.3K-$52.2K2026-11-05
US Bancorp \de\
DECREASED7,88512,160-4,275-35%$249.4K$154.4K-$95.0K2026-11-05
Marquette Asset Management, LLC
UNCHANGED4,8824,88200%$100.1K$95.6K-$4.5K2026-10-09
Bank of New Hampshire
UNCHANGED3,8003,80000%$77.9K$74.4K-$3.5K2026-10-06
Laurel Wealth Advisors LLC
NEW3,600—+3,600——$70.5K—2026-10-27
Private Trust Co NA
UNCHANGED3,4383,43800%$70.5K$67.3K-$3.2K2026-10-20
SJS Investment Consulting Inc.
UNCHANGED3,1903,19000%$65.4K$62.5K-$3.0K2026-10-26
Eastern Bank
UNCHANGED2,4202,42000%$49.6K$47.4K-$2.2K2026-10-05
Noble Wealth Management PBC
UNCHANGED1,8001,80000%$36.9K$35.3K-$1.7K2026-10-01
Bank of Montreal
UNCHANGED1,6961,69600%$34.8K$33.2K-$1.6K2026-11-09
Key FInancial Inc
INCREASED1,620540+1,080+200%$11.1K$31.7K+$20.7K2026-11-02
PNC Financial Services Group, Inc.
INCREASED1,5311,526+5+0%$31.3K$30.0K-$1.3K2026-11-06
Smithfield Trust Co
UNCHANGED1,0391,03900%$21$20-$12026-11-09
Signature Equity Partners, LLC
NEW682—+682——$13.4K—2026-10-29
Financial Consulate, Inc
NEW297—+297——$5.8K—2026-10-23
Allworth Financial LP
UNCHANGED29129100%$6.0K$6.0K$02026-11-06
Golden State Wealth Management, LLC
INCREASED135134+1+1%$2.8K$2.7K-$922026-11-02
Nuveen, LLC
NEW1—+1——$11—2026-11-10
Atria Investments, Inc
CLOSED053,013-53,013-100%$1.1M$0-$1.1M2026-10-15
Apeiron RIA LLC
CLOSED023,494-23,494-100%$481.9K$0-$481.9K2026-10-08
ETF Portfolio Partners, Inc.
CLOSED09,933-9,933-100%$203.7K$0-$203.7K2026-10-22
First Command Advisory Services, Inc.
CLOSED09,125-9,125-100%$187.2K$0-$187.2K2026-11-05
FMR LLC
CLOSED01,162-1,162-100%$23.8K$0-$23.8K2026-11-10
AdvisorNet Financial, Inc
CLOSED0923-923-100%$18.9K$0-$18.9K2026-10-15
Vima LLC
CLOSED0745-745-100%$15.3K$0-$15.3K2026-10-23
Aptus Capital Advisors, LLC
N/A—8,901,491-8,901,491-100%$182.6M———
Morgan Stanley
N/A—5,864,141-5,864,141-100%$120.3M———
Raymond James Financial Inc
N/A—4,852,195-4,852,195-100%$99.5M———
Wells Fargo & Company
N/A—2,721,189-2,721,189-100%$55.8M———
Atlantic Union Bankshares Corp
N/A—2,577,411-2,577,411-100%$52.9M———
UBS Group AG
N/A—2,116,835-2,116,835-100%$43.4M———
Invesco Ltd.
N/A—1,938,201-1,938,201-100%$39.8M———
Royal Bank of Canada
N/A—1,026,669-1,026,669-100%$21.1M———
Envestnet Asset Management Inc
N/A—1,015,609-1,015,609-100%$20.8M———
Baird Financial Group, Inc.
N/A—835,672-835,672-100%$17.1M———
Bank of America Corp
N/A—718,889-718,889-100%$14.7M———
&partners
N/A—691,058-691,058-100%$14.2M———
Legacy Financial Group LLC
N/A—567,841-567,841-100%$11.6M———
Sequoia Financial Advisors, LLC
N/A—512,884-512,884-100%$10.5M———
Osaic Holdings, Inc.
N/A—499,978-499,978-100%$10.3M———
Jones Financial Companies Lllp
N/A—481,288-481,288-100%$9.9M———
MAI Capital Management
N/A—472,071-472,071-100%$9.7M———
Janney Montgomery Scott LLC
N/A—468,056-468,056-100%$9.6M———
Modern Wealth Management, LLC
N/A—386,808-386,808-100%$7.9M———
MML Investors Services, LLC
N/A—367,639-367,639-100%$7.5M———
Goepper Burkhardt LLC
N/A—290,056-290,056-100%$5.9M———
Vista Investment Management
N/A—262,405-262,405-100%$5.4M———
Northwestern Mutual Wealth Management Co
N/A—250,398-250,398-100%$5.1M———
Stephens Inc
N/A—234,510-234,510-100%$4.8M———
Bank of the Bluegrass & Trust Co.
N/A—227,172-227,172-100%$4.4M———
Cetera Investment Advisers
N/A—206,840-206,840-100%$4.2M———
Ameriprise Financial Inc
N/A—188,157-188,157-100%$3.9M———
Hills Bank & Trust Co
N/A—181,433-181,433-100%$3.7M———
Davis R M Inc
N/A—149,756-149,756-100%$3.1M———
Savvy Advisors, Inc.
N/A—141,206-141,206-100%$2.9M———
Mercer Global Advisors Inc
N/A—140,244-140,244-100%$2.9M———
Novare Capital Management LLC
N/A—127,650-127,650-100%$2.6M———
Stifel Financial Corp
N/A—125,864-125,864-100%$2.6M———
Private Advisor Group, LLC
N/A—122,570-122,570-100%$2.5M———
LeClair Wealth Partners LLC
N/A—120,571-120,571-100%$2.5M———
AQR Capital Management LLC
N/A—102,866-102,866-100%$2.1M———
Ellevest, Inc.
N/A—96,240-96,240-100%$2.0M———
Colonial Trust Advisors
N/A—80,622-80,622-100%$1.7M———
Smartleaf Asset Management LLC
N/A—79,758-79,758-100%$1.6M———
Captrust Financial Advisors
N/A—76,047-76,047-100%$1.6M———
Everpar Advisors LLC
N/A—63,159-63,159-100%$1.3M———
Ark Wealth Advisors LLC
N/A—61,986-61,986-100%$1.3M———
JPL Wealth Management, LLC
N/A—56,913-56,913-100%$1.2M———
Shelton Capital Management
N/A—56,181-56,181-100%$1.2M———
Huntington National Bank
N/A—50,054-50,054-100%$1.0M———
Cvfg LLC
N/A—48,808-48,808-100%$1.0M———
Colonial Trust Co / SC
N/A—47,189-47,189-100%$967.8K———
Headinvest, LLC
N/A—43,956-43,956-100%$901.5K———
Equitable Holdings, Inc.
N/A—41,251-41,251-100%$846.1K———
FCA Corp
N/A—40,263-40,263-100%$825.8K———
IMA Advisory Services, Inc.
N/A—38,202-38,202-100%$783.5K———
Focus Partners Wealth
N/A—34,761-34,761-100%$713.0K———
Hanover Advisors Inc
N/A—24,353-24,353-100%$499.5K———
GTS Securities LLC
N/A—22,098-22,098-100%$453.2K———
Hobbs Group Advisors, LLC
N/A—21,803-21,803-100%$447.2K———
Focus Partners Advisor Solutions, LLC
N/A—20,895-20,895-100%$428.6K———
Capital Analysts, LLC
N/A—19,725-19,725-100%$405.0K———
Waverly Advisors, LLC
N/A—17,715-17,715-100%$363.3K———
Old Mission Capital LLC
N/A—16,243-16,243-100%$333.1K———
Integrated Wealth Concepts LLC
N/A—15,476-15,476-100%$317.4K———
Dover Advisors, LLC
N/A—14,724-14,724-100%$307.4K———
Natixis Advisors, LLC
N/A—12,895-12,895-100%$264.0K———
Ancora Advisors LLCA
N/A—12,000-12,000-100%$246.1K———
Goldman Sachs Group Inc
N/A—11,317-11,317-100%$232.1K———
Vestmark Advisory Solutions, Inc.
N/A—11,257-11,257-100%$230.9K———
Front Row Advisors LLC
N/A—8,326-8,326-100%$169.1K———
Steward Partners Investment Advisory, LLC
N/A—8,169-8,169-100%$167.5K———
O'shaughnessy Asset Management, LLC
N/A—3,311-3,311-100%$67.9K———
Keating Financial Advisory Services, Inc.
N/A—484-484-100%$9.9K———
Vanguard Advisers Inc
N/A—47-47-100%$956———
Showing 188 of 188 institutions