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Invesco BulletShares 2031 Corporate Bond ETF(BSCV)

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Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 232 Institutional Holders

Holder	Shares	Date	Change	% Held
Aptus Capital Advisors, LLC	10.64M	Mar 31, 26	+190.94K	10.20%
MORGAN STANLEY	7.05M	Mar 31, 26	+924.30K	6.76%
RAYMOND JAMES FINANCIAL INC	3.95M	Mar 31, 26	-60.86K	3.79%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2.69M	Mar 31, 26	-25.75K	2.58%
Hills Bank & Trust Co	2.62M	Mar 31, 26	+234.88K	2.52%
LPL Financial LLC	2.61M	Mar 31, 26	-1.08M	2.50%
Atlantic Union Bankshares Corp	2.44M	Mar 31, 26	+240.02K	2.34%
HENGEHOLD CAPITAL MANAGEMENT LLC	2.25M	Mar 31, 26	+51.24K	2.15%
Invesco Ltd.	2.12M	Mar 31, 26	+113.59K	2.03%
BANK OF AMERICA CORP /DE/	2.05M	Mar 31, 26	+307.90K	1.96%
WELLS FARGO & COMPANY/MN	2.01M	Mar 31, 26	+265.17K	1.93%
WILEY BROS.-AINTREE CAPITAL, LLC	1.51M	Mar 31, 26	+1.17M	1.44%
MONECO Advisors, LLC	1.46M	Mar 31, 26	+92.82K	1.40%
ROYAL BANK OF CANADA	1.38M	Mar 31, 26	+132.45K	1.33%
Capital Investment Counsel, LLC	1.31M	Mar 31, 26	+24.59K	1.26%
UBS Group AG	1.30M	Mar 31, 26	+73.46K	1.25%
STIFEL FINANCIAL CORP	1.26M	Mar 31, 26	+71.57K	1.21%
TruWealth Advisors, LLC	1.24M	Mar 31, 26	-34.47K	1.19%
Headland Capital, LLC	1.19M	Mar 31, 26	+40.88K	1.14%
Janney Montgomery Scott LLC	994.52K	Mar 31, 26	+295.13K	0.95%
Baird Financial Group, Inc.	987.21K	Mar 31, 26	+35.29K	0.95%
Clark Asset Management, LLC	974.95K	Mar 31, 26	+205.21K	0.93%
MAI Capital Management	899.12K	Mar 31, 26	+66.97K	0.86%
Colony Group, LLC	858.29K	Mar 31, 26	+19.83K	0.82%
Motley Fool Wealth Management, LLC	654.60K	Mar 31, 26	-212.73K	0.63%
COOKSON PEIRCE & CO INC	649.60K	Mar 31, 26	+13.07K	0.62%
CENTRAL VALLEY ADVISORS, LLC	638.34K	Mar 31, 26	+81.20K	0.61%
Sanctuary Advisors, LLC	625.12K	Mar 31, 26	+817	0.60%
ENVESTNET ASSET MANAGEMENT INC	623.74K	Mar 31, 26	+145.64K	0.60%
AMJ Financial Wealth Management	622.50K	Mar 31, 26	+2.69K	0.60%
Lido Advisors, LLC	591.20K	Mar 31, 26	-18.25K	0.57%
Legacy Financial Group LLC	587.42K	Mar 31, 26	+37.04K	0.56%
JONES FINANCIAL COMPANIES LLLP	581.28K	Mar 31, 26	+103.71K	0.56%
Cornerstone Planning, LLC	570.69K	Mar 31, 26	+570.69K	0.55%
Asset Dedication, LLC	526.22K	Mar 31, 26	+29.89K	0.50%
ADVISOR GROUP HOLDINGS, INC.	518.82K	Mar 31, 26	-311	0.50%
Modern Wealth Management, LLC	516.92K	Mar 31, 26	-20.38K	0.50%
Goepper Burkhardt LLC	516.87K	Mar 31, 26	+21.42K	0.50%
KIRR MARBACH & CO LLC /IN/	491.31K	Mar 31, 26	+24.35K	0.47%
Independent Advisor Alliance	469.31K	Mar 31, 26	+469.31K	0.45%
Marietta Wealth Management, LLC	451.93K	Mar 31, 26	+25.46K	0.43%
TCG Advisory Services, LLC	433.58K	Mar 31, 26	-562.44K	0.42%
DAVIS R M INC	422.07K	Mar 31, 26	+232.56K	0.40%
JANE STREET GROUP, LLC	407.19K	Mar 31, 26	+407.19K	0.39%
Carmel Capital Partners, LLC	390.39K	Mar 31, 26	+26.45K	0.37%
MML INVESTORS SERVICES, LLC	381.69K	Mar 31, 26	-9.24K	0.37%
Waycross Investment Management Co	371.49K	Mar 31, 26	-12.74K	0.36%
Addison Advisors LLC	361.72K	Mar 31, 26	+19.21K	0.35%
VAUGHAN DAVID INVESTMENTS LLC/IL	345.73K	Mar 31, 26	+70.09K	0.33%
BCS Wealth Management	305.46K	Mar 31, 26	-315.41K	0.29%
STEPHENS INC /AR/	287.64K	Mar 31, 26	+30.40K	0.28%
Straight Path Wealth Management	262.71K	Mar 31, 26	+13.44K	0.25%
Cetera Investment Advisers	255.13K	Mar 31, 26	+43.19K	0.24%
MORTON COMMUNITY BANK	248.43K	Mar 31, 26	+16.95K	0.24%
Colonial Trust Advisors	246.56K	Mar 31, 26	+41.25K	0.24%
AMERIPRISE FINANCIAL INC	245.24K	Mar 31, 26	+50.00K	0.24%
Ledgewood Wealth Advisors, LLC	244.65K	Mar 31, 26	+18.30K	0.23%
AA Financial Advisors, LLC	220.90K	Mar 31, 26	-186.11K	0.21%
Horizons Wealth Management	216.91K	Mar 31, 26	+617	0.21%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	208.30K	Mar 31, 26	+5.92K	0.20%
NOVARE CAPITAL MANAGEMENT LLC	202.84K	Mar 31, 26	+8.70K	0.19%
Infinity Wealth Counsel, LLC	188.11K	Mar 31, 26	+1.79K	0.18%
Farnam Financial LLC	186.66K	Mar 31, 26	+7.38K	0.18%
Opulen Financial Group LLC	185.98K	Mar 31, 26	+18.51K	0.18%
Wilkins Miller Wealth Management, LLC	179.12K	Mar 31, 26	+2.88K	0.17%
Atria Investments, Inc	169.33K	Mar 31, 26	-6.22K	0.16%
CWM, LLC	164.74K	Mar 31, 26	+154.71K	0.16%
Equitable Holdings, Inc.	142.59K	Mar 31, 26	+14.77K	0.14%
CAPTRUST FINANCIAL ADVISORS	139.76K	Mar 31, 26	+14.64K	0.13%
SFE Investment Counsel	127.60K	Mar 31, 26	+36.24K	0.12%
NewEdge Advisors, LLC	125.18K	Mar 31, 26	+37.71K	0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	123.56K	Mar 31, 26	+123.56K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	122.82K	Mar 31, 26	+20.85K	0.12%
Kestra Advisory Services, LLC	121.23K	Mar 31, 26	+2.04K	0.12%
Colonial Trust Co / SC	117.81K	Mar 31, 26	+14.71K	0.11%
Heritage Trust Co	117.72K	Mar 31, 26	+47.60K	0.11%
Carnegie Capital Asset Management, LLC	115.80K	Mar 31, 26	+11.87K	0.11%
Ellevest, Inc.	115.61K	Mar 31, 26	-249	0.11%
Cambridge Investment Research Advisors, Inc.	115.60K	Mar 31, 26	+1.93K	0.11%
HUNTINGTON NATIONAL BANK	115.02K	Mar 31, 26	+2.77K	0.11%
SAWGRASS ASSET MANAGEMENT LLC	104.90K	Mar 31, 26	-1.01K	0.10%
BUTENSKY & COHEN FINANCIAL SECURITY, INC	93.39K	Mar 31, 26	+6.51K	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	91.00K	Mar 31, 26	-99.98K	0.09%
G2 CAPITAL MANAGEMENT, LLC / OH	89.16K	Mar 31, 26	+998	0.09%
Independence Bank of Kentucky	85.37K	Mar 31, 26	+9.09K	0.08%
River Wealth Advisors LLC	82.86K	Mar 31, 26	+4.01K	0.08%
ArborFi Advisors, LLC	81.58K	Mar 31, 26	+81.58K	0.08%
EVERPAR ADVISORS LLC	80.41K	Mar 31, 26	+7.61K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	77.36K	Mar 31, 26	-497.18K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	77.14K	Mar 31, 26	-5.88K	0.07%
CITADEL ADVISORS LLC	75.16K	Mar 31, 26	+58.71K	0.07%
Apeiron RIA LLC	72.07K	Mar 31, 26	+12.49K	0.07%
Farther Finance Advisors, LLC	69.16K	Mar 31, 26	+66.72K	0.07%
REUTER JAMES WEALTH MANAGEMENT, LLC	68.65K	Mar 31, 26	+68.65K	0.07%
Clearstead Advisors, LLC	66.08K	Mar 31, 26	-5.37K	0.06%
Golden Reserve Retirement LLC	64.75K	Mar 31, 26	+37.20K	0.06%
Avise Financial Cooperative, Inc.	64.14K	Mar 31, 26	+482	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	63.39K	Mar 31, 26	+17.57K	0.06%
HRT FINANCIAL LP	62.80K	Mar 31, 26	+62.80K	0.06%
JPMORGAN CHASE & CO	62.76K	Mar 31, 26	+62.76K	0.06%
CVFG LLC	62.57K	Mar 31, 26	+62.57K	0.06%
Oliver Luxxe Assets LLC	60.66K	Mar 31, 26	+25.23K	0.06%
CONTINUUM WEALTH ADVISORS, LLC	60.30K	Mar 31, 26	+3.90K	0.06%
Redmond Asset Management, LLC	56.93K	Mar 31, 26	+4.90K	0.05%
Beacon Pointe Advisors, LLC	54.98K	Mar 31, 26	+165	0.05%
FCA CORP /TX	52.15K	Mar 31, 26	+4.43K	0.05%
ProVise Management Group, LLC	51.64K	Mar 31, 26	+51.64K	0.05%
Legacy Wealth Management, LLC / MS	49.77K	Mar 31, 26	+27.56K	0.05%
Kohmann Bosshard Financial Services, LLC	48.98K	Mar 31, 26	+50	0.05%
Apella Capital, LLC	46.59K	Mar 31, 26	-2.06K	0.04%
TRUIST FINANCIAL CORP	46.55K	Mar 31, 26	+5.30K	0.04%
PRINCIPAL SECURITIES, INC.	46.48K	Mar 31, 26	+31.71K	0.04%
VestGen Advisors, LLC	44.69K	Mar 31, 26	+12.00K	0.04%
Hobbs Group Advisors, LLC	43.20K	Mar 31, 26	+279	0.04%
Coordinated Financial Services, Inc.	42.59K	Mar 31, 26	-1.85K	0.04%
Red Spruce Capital, LLC	41.59K	Mar 31, 26	+41.59K	0.04%
Integrated Wealth Concepts LLC	39.46K	Mar 31, 26	+9.03K	0.04%
Geneos Wealth Management Inc.	39.03K	Mar 31, 26	+3.59K	0.04%
Allen Capital Group, LLC	37.38K	Mar 31, 26	-279	0.04%
Stratos Wealth Partners, LTD.	35.30K	Mar 31, 26	+2.85K	0.03%
HANOVER ADVISORS INC	34.81K	Mar 31, 26	+2.77K	0.03%
Ironwood Financial, llc	32.41K	Mar 31, 26	+700	0.03%
Axis Wealth Partners, LLC	29.92K	Mar 31, 26	-106	0.03%
Wealth Quarterback LLC	29.11K	Mar 31, 26	+29.11K	0.03%
Capital Investment Advisory Services, LLC	29.00K	Mar 31, 26	+2.00K	0.03%
SAX WEALTH ADVISORS, LLC	28.09K	Mar 31, 26	--	0.03%
Quartz Partners, LLC	27.94K	Mar 31, 26	--	0.03%
Sequoia Financial Advisors, LLC	26.07K	Mar 31, 26	--	0.02%
Redhawk Wealth Advisors, Inc.	25.78K	Mar 31, 26	+238	0.02%
Redwood Financial Network Corp	24.46K	Mar 31, 26	+7.00K	0.02%
Waverly Advisors, LLC	23.36K	Mar 31, 26	+346	0.02%
Capital Analysts, LLC	23.26K	Mar 31, 26	+4.19K	0.02%
RPg Family Wealth Advisory, LLC	23.19K	Mar 31, 26	+8.19K	0.02%
YANKCOM Partnership	20.73K	Mar 31, 26	--	0.02%
Segment Wealth Management, LLC	20.65K	Mar 31, 26	+230	0.02%
HARBOUR INVESTMENTS, INC.	20.64K	Mar 31, 26	+7.52K	0.02%
SILVERLAKE WEALTH MANAGEMENT LLC	20.63K	Mar 31, 26	+8.64K	0.02%
HOWARD WEALTH MANAGEMENT, LLC	20.51K	Mar 31, 26	--	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	20.42K	Mar 31, 26	+5.08K	0.02%
Capital Investment Advisors, LLC	19.72K	Mar 31, 26	+507	0.02%
XY Planning Network, Inc.	19.54K	Mar 31, 26	+219	0.02%
Private Advisor Group, LLC	18.53K	Mar 31, 26	+7.03K	0.02%
Sentinus, LLC	18.48K	Mar 31, 26	--	0.02%
WHITENER CAPITAL MANAGEMENT, INC.	18.28K	Mar 31, 26	+18.28K	0.02%
ETF Store, Inc.	18.15K	Mar 31, 26	-45	0.02%
SIGMA INVESTMENT COUNSELORS INC	18.04K	Mar 31, 26	--	0.02%
Wingate Wealth Advisors, Inc.	17.80K	Mar 31, 26	+199	0.02%
Pinnacle Bancorp, Inc.	17.63K	Mar 31, 26	--	0.02%
Bill Few Associates, Inc.	16.60K	Mar 31, 26	--	0.02%
Cherry Tree Wealth Management, LLC	15.37K	Mar 31, 26	--	0.01%
Accurate Wealth Management, LLC	14.85K	Mar 31, 26	+362	0.01%
Dynamic Advisor Solutions LLC	14.68K	Mar 31, 26	+164	0.01%
HighTower Advisors, LLC	14.44K	Mar 31, 26	+14.44K	0.01%
GILL CAPITAL PARTNERS, LLC	13.88K	Mar 31, 26	+13.88K	0.01%
First Command Advisory Services, Inc.	13.62K	Mar 31, 26	+288	0.01%
Larson Financial Group LLC	12.71K	Mar 31, 26	+4.29K	0.01%
OLD NATIONAL BANCORP /IN/	12.66K	Mar 31, 26	+12.66K	0.01%
Gladstone Institutional Advisory LLC	12.51K	Mar 31, 26	-2.09K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	12.34K	Mar 31, 26	+252	0.01%
Knights of Columbus Asset Advisors LLC	12.23K	Mar 31, 26	+10.03K	0.01%
BENJAMIN EDWARDS INC	12.07K	Mar 31, 26	--	0.01%
Darden Wealth Group Inc	12.00K	Mar 31, 26	--	0.01%
Aprio Wealth Management, LLC	11.70K	Mar 31, 26	+40	0.01%
MISSION WEALTH MANAGEMENT, LP	11.50K	Mar 31, 26	+11.50K	0.01%
MINDSET WEALTH MANAGEMENT, LLC	11.37K	Mar 31, 26	--	0.01%
SENTINEL PENSION ADVISORS INC	11.16K	Mar 31, 26	+11.16K	0.01%
Gateway Wealth Partners, LLC	11.14K	Mar 31, 26	+11.14K	0.01%
Kingsview Wealth Management, LLC	11.05K	Mar 31, 26	+121	0.01%
FIFTH THIRD BANCORP	10.80K	Mar 31, 26	+10.06K	0.01%
WORLD EQUITY GROUP, INC.	10.52K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	10.52K	Mar 31, 26	-683	0.01%
Creative Planning	10.43K	Mar 31, 26	+10.43K	0.01%
Key FInancial Inc	10.25K	Mar 31, 26	--	0.01%
RVW Wealth, LLC	10.22K	Mar 31, 26	+10.22K	0.01%
Rockefeller Capital Management L.P.	10.14K	Mar 31, 26	+10.14K	0.01%
Yoder Wealth Management, Inc.	10.10K	Mar 31, 26	--	0.01%
MONTAG A & ASSOCIATES INC	9.25K	Mar 31, 26	--	0.01%
US BANCORP \DE\	7.62K	Mar 31, 26	+3.73K	0.01%
IFP Advisors, Inc	6.49K	Mar 31, 26	+250	0.01%
Advisory Services Network, LLC	6.38K	Mar 31, 26	+6.38K	0.01%
Marquette Asset Management, LLC	5.63K	Mar 31, 26	--	0.01%
BRYN MAWR TRUST Co	5.00K	Mar 31, 26	+5.00K	0.00%
Sarver Vrooman Wealth Advisors	4.50K	Mar 31, 26	+4.50K	0.00%
SJS Investment Consulting Inc.	4.01K	Mar 31, 26	--	0.00%
Davis Capital Management	3.18K	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	2.91K	Mar 31, 26	-11.32K	0.00%
FMR LLC	2.65K	Mar 31, 26	+2.05K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.58K	Mar 31, 26	+2.56K	0.00%
Golden State Equity Partners	2.15K	Mar 31, 26	+2.15K	0.00%
EASTERN BANK	2.02K	Mar 31, 26	-2.95K	0.00%
AlphaCore Capital LLC	2.00K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.80K	Mar 31, 26	--	0.00%
City State Bank	1.34K	Mar 31, 26	+1.34K	0.00%
Smithfield Trust Co	1.31K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	1.20K	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	884	Mar 31, 26	+884	0.00%
BankPlus Trust Department	600	Mar 31, 26	+600	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	600	Mar 31, 26	--	0.00%
Topsail Wealth Management, LLC	500	Mar 31, 26	+500	0.00%
AE Wealth Management LLC	274	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	101	Mar 31, 26	+1	0.00%
Sound Income Strategies, LLC	1	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	--	Mar 31, 26	-367	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-37.60K	--
Concurrent Investment Advisors, LLC	--	Mar 31, 26	-13.15K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-906	--
Diversified Portfolios, Inc.	--	Mar 31, 26	-16.45K	--
LeClair Wealth Partners LLC	--	Mar 31, 26	-143.74K	--
Legacy CG, LLC	--	Mar 31, 26	-239.71K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-3.00K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-12.69K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-85.29K	--
Prosperity Wealth Management, Inc.	20.77K	Dec 31, 25	+10.00K	0.02%
COMERICA BANK	9.05K	Dec 31, 25	-26.13K	0.01%
Vishria Bird Financial Group, LLC	280.58K	Sep 30, 25	-1.94K	0.27%
Sterling Financial Group, Inc.	26.07K	Sep 30, 25	+2.73K	0.02%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-18.48K	--
Kaye Capital Management	518.42K	Jun 30, 25	-95.91K	0.50%
Exchange Capital Management, Inc.	188.96K	Jun 30, 25	-5.02K	0.18%
AVANTAX ADVISORY SERVICES, INC.	48.26K	Jun 30, 25	-612	0.05%
Coordinated Financial Services, Inc./CO	33.68K	Mar 31, 25	+33.68K	0.03%
Aveo Capital Partners, LLC	--	Mar 31, 25	-18.82K	--
Kades & Cheifetz LLC	12.27K	Dec 31, 24	+131	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-367	--
RAYMOND JAMES & ASSOCIATES	2.02M	Sep 30, 24	+154.52K	1.94%
Raymond James Financial Services Advisors, Inc.	1.17M	Sep 30, 24	+38.01K	1.12%
BENJAMIN F. EDWARDS & COMPANY, INC.	11.51K	Jun 30, 24	+2.30K	0.01%
Cetera Advisors LLC	49.87K	Mar 31, 24	+28.90K	0.05%
Financial Advisory Group	29.05K	Mar 31, 24	+29.05K	0.03%
AMERICAN NATIONAL BANK & TRUST CO /VA/	15.25K	Mar 31, 24	+15.25K	0.01%
First Command Financial Services, Inc.	7.64K	Jun 30, 23	+102	0.01%
First Command Bank	7.64K	Jun 30, 23	+102	0.01%

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Holder

Date

Change

% Held

Aptus Capital Advisors, LLC

10.64M

Mar 31, 26

+190.94K

10.20%

MORGAN STANLEY

7.05M

Mar 31, 26

+924.30K

6.76%

RAYMOND JAMES FINANCIAL INC

3.95M

Mar 31, 26

-60.86K

3.79%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.69M

Mar 31, 26

-25.75K

2.58%

Hills Bank & Trust Co

2.62M

Mar 31, 26

+234.88K

2.52%

LPL Financial LLC

2.61M

Mar 31, 26

-1.08M

2.50%

Atlantic Union Bankshares Corp

2.44M

Mar 31, 26

+240.02K

2.34%

HENGEHOLD CAPITAL MANAGEMENT LLC

2.25M

Mar 31, 26

+51.24K

2.15%

Invesco Ltd.

2.12M

Mar 31, 26

+113.59K

2.03%

BANK OF AMERICA CORP /DE/

2.05M

Mar 31, 26

+307.90K

1.96%

WELLS FARGO & COMPANY/MN

2.01M

Mar 31, 26

+265.17K

1.93%

WILEY BROS.-AINTREE CAPITAL, LLC

1.51M

Mar 31, 26

+1.17M

1.44%

MONECO Advisors, LLC

1.46M

Mar 31, 26

+92.82K

1.40%

ROYAL BANK OF CANADA

1.38M

Mar 31, 26

+132.45K

1.33%

Capital Investment Counsel, LLC

1.31M

Mar 31, 26

+24.59K

1.26%

UBS Group AG

1.30M

Mar 31, 26

+73.46K

1.25%

STIFEL FINANCIAL CORP

1.26M

Mar 31, 26

+71.57K

1.21%

TruWealth Advisors, LLC

1.24M

Mar 31, 26

-34.47K

1.19%

Headland Capital, LLC

1.19M

Mar 31, 26

+40.88K

1.14%

Janney Montgomery Scott LLC

994.52K

Mar 31, 26

+295.13K

0.95%

Baird Financial Group, Inc.

987.21K

Mar 31, 26

+35.29K

0.95%

Clark Asset Management, LLC

974.95K

Mar 31, 26

+205.21K

0.93%

MAI Capital Management

899.12K

Mar 31, 26

+66.97K

0.86%

Colony Group, LLC

858.29K

Mar 31, 26

+19.83K

0.82%

Motley Fool Wealth Management, LLC

654.60K

Mar 31, 26

-212.73K

0.63%

COOKSON PEIRCE & CO INC

649.60K

Mar 31, 26

+13.07K

0.62%

CENTRAL VALLEY ADVISORS, LLC

638.34K

Mar 31, 26

+81.20K

0.61%

Sanctuary Advisors, LLC

625.12K

Mar 31, 26

+817

0.60%

ENVESTNET ASSET MANAGEMENT INC

623.74K

Mar 31, 26

+145.64K

0.60%

AMJ Financial Wealth Management

622.50K

Mar 31, 26

+2.69K

0.60%

Lido Advisors, LLC

591.20K

Mar 31, 26

-18.25K

0.57%

Legacy Financial Group LLC

587.42K

Mar 31, 26

+37.04K

0.56%

JONES FINANCIAL COMPANIES LLLP

581.28K

Mar 31, 26

+103.71K

0.56%

Cornerstone Planning, LLC

570.69K

Mar 31, 26

+570.69K

0.55%

Asset Dedication, LLC

526.22K

Mar 31, 26

+29.89K

0.50%

ADVISOR GROUP HOLDINGS, INC.

518.82K

Mar 31, 26

-311

0.50%

Modern Wealth Management, LLC

516.92K

Mar 31, 26

-20.38K

0.50%

Goepper Burkhardt LLC

516.87K

Mar 31, 26

+21.42K

0.50%

KIRR MARBACH & CO LLC /IN/

491.31K

Mar 31, 26

+24.35K

0.47%

Independent Advisor Alliance

469.31K

Mar 31, 26

+469.31K

0.45%

Marietta Wealth Management, LLC

451.93K

Mar 31, 26

+25.46K

0.43%

TCG Advisory Services, LLC

433.58K

Mar 31, 26

-562.44K

0.42%

DAVIS R M INC

422.07K

Mar 31, 26

+232.56K

0.40%

JANE STREET GROUP, LLC

407.19K

Mar 31, 26

+407.19K

0.39%

Carmel Capital Partners, LLC

390.39K

Mar 31, 26

+26.45K

0.37%

MML INVESTORS SERVICES, LLC

381.69K

Mar 31, 26

-9.24K

0.37%

Waycross Investment Management Co

371.49K

Mar 31, 26

-12.74K

0.36%

Addison Advisors LLC

361.72K

Mar 31, 26

+19.21K

0.35%

VAUGHAN DAVID INVESTMENTS LLC/IL

345.73K

Mar 31, 26

+70.09K

0.33%

BCS Wealth Management

305.46K

Mar 31, 26

-315.41K

0.29%

STEPHENS INC /AR/

287.64K

Mar 31, 26

+30.40K

0.28%

Straight Path Wealth Management

262.71K

Mar 31, 26

+13.44K

0.25%

Cetera Investment Advisers

255.13K

Mar 31, 26

+43.19K

0.24%

MORTON COMMUNITY BANK

248.43K

Mar 31, 26

+16.95K

0.24%

Colonial Trust Advisors

246.56K

Mar 31, 26

+41.25K

0.24%

AMERIPRISE FINANCIAL INC

245.24K

Mar 31, 26

+50.00K

0.24%

Ledgewood Wealth Advisors, LLC

244.65K

Mar 31, 26

+18.30K

0.23%

AA Financial Advisors, LLC

220.90K

Mar 31, 26

-186.11K

0.21%

Horizons Wealth Management

216.91K

Mar 31, 26

+617

0.21%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

208.30K

Mar 31, 26

+5.92K

0.20%

NOVARE CAPITAL MANAGEMENT LLC

202.84K

Mar 31, 26

+8.70K

0.19%

Infinity Wealth Counsel, LLC

188.11K

Mar 31, 26

+1.79K

0.18%

Farnam Financial LLC

186.66K

Mar 31, 26

+7.38K

0.18%

Opulen Financial Group LLC

185.98K

Mar 31, 26

+18.51K

0.18%

Wilkins Miller Wealth Management, LLC

179.12K

Mar 31, 26

+2.88K

0.17%

Atria Investments, Inc

169.33K

Mar 31, 26

-6.22K

0.16%

CWM, LLC

164.74K

Mar 31, 26

+154.71K

0.16%

Equitable Holdings, Inc.

142.59K

Mar 31, 26

+14.77K

0.14%

CAPTRUST FINANCIAL ADVISORS

139.76K

Mar 31, 26

+14.64K

0.13%

SFE Investment Counsel

127.60K

Mar 31, 26

+36.24K

0.12%

NewEdge Advisors, LLC

125.18K

Mar 31, 26

+37.71K

0.12%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

123.56K

Mar 31, 26

+123.56K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

122.82K

Mar 31, 26

+20.85K

0.12%

Kestra Advisory Services, LLC

121.23K

Mar 31, 26

+2.04K

0.12%

Colonial Trust Co / SC

117.81K

Mar 31, 26

+14.71K

0.11%

Heritage Trust Co

117.72K

Mar 31, 26

+47.60K

0.11%

Carnegie Capital Asset Management, LLC

115.80K

Mar 31, 26

+11.87K

0.11%

Ellevest, Inc.

115.61K

Mar 31, 26

-249

0.11%

Cambridge Investment Research Advisors, Inc.

115.60K

Mar 31, 26

+1.93K

0.11%

HUNTINGTON NATIONAL BANK

115.02K

Mar 31, 26

+2.77K

0.11%

SAWGRASS ASSET MANAGEMENT LLC

104.90K

Mar 31, 26

-1.01K

0.10%

BUTENSKY & COHEN FINANCIAL SECURITY, INC

93.39K

Mar 31, 26

+6.51K

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

91.00K

Mar 31, 26

-99.98K

0.09%

G2 CAPITAL MANAGEMENT, LLC / OH

89.16K

Mar 31, 26

+998

0.09%

Independence Bank of Kentucky

85.37K

Mar 31, 26

+9.09K

0.08%

River Wealth Advisors LLC

82.86K

Mar 31, 26

+4.01K

0.08%

ArborFi Advisors, LLC

81.58K

Mar 31, 26

+81.58K

0.08%

EVERPAR ADVISORS LLC

80.41K

Mar 31, 26

+7.61K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

77.36K

Mar 31, 26

-497.18K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

77.14K

Mar 31, 26

-5.88K

0.07%

CITADEL ADVISORS LLC

75.16K

Mar 31, 26

+58.71K

0.07%

Apeiron RIA LLC

72.07K

Mar 31, 26

+12.49K

0.07%

Farther Finance Advisors, LLC

69.16K

Mar 31, 26

+66.72K

0.07%

REUTER JAMES WEALTH MANAGEMENT, LLC

68.65K

Mar 31, 26

+68.65K

0.07%

Clearstead Advisors, LLC

66.08K

Mar 31, 26

-5.37K

0.06%

Golden Reserve Retirement LLC

64.75K

Mar 31, 26

+37.20K

0.06%

Avise Financial Cooperative, Inc.

64.14K

Mar 31, 26

+482

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

63.39K

Mar 31, 26

+17.57K

0.06%

HRT FINANCIAL LP

62.80K

Mar 31, 26

+62.80K

0.06%

JPMORGAN CHASE & CO

62.76K

Mar 31, 26

+62.76K

0.06%

CVFG LLC

62.57K

Mar 31, 26

+62.57K

0.06%

Oliver Luxxe Assets LLC

60.66K

Mar 31, 26

+25.23K

0.06%

CONTINUUM WEALTH ADVISORS, LLC

60.30K

Mar 31, 26

+3.90K

0.06%

Redmond Asset Management, LLC

56.93K

Mar 31, 26

+4.90K

0.05%

Beacon Pointe Advisors, LLC

54.98K

Mar 31, 26

+165

0.05%

FCA CORP /TX

52.15K

Mar 31, 26

+4.43K

0.05%

ProVise Management Group, LLC

51.64K

Mar 31, 26

+51.64K

0.05%

Legacy Wealth Management, LLC / MS

49.77K

Mar 31, 26

+27.56K

0.05%

Kohmann Bosshard Financial Services, LLC

48.98K

Mar 31, 26

+50

0.05%

Apella Capital, LLC

46.59K

Mar 31, 26

-2.06K

0.04%

TRUIST FINANCIAL CORP

46.55K

Mar 31, 26

+5.30K

0.04%

PRINCIPAL SECURITIES, INC.

46.48K

Mar 31, 26

+31.71K

0.04%

VestGen Advisors, LLC

44.69K

Mar 31, 26

+12.00K

0.04%

Hobbs Group Advisors, LLC

43.20K

Mar 31, 26

+279

0.04%

Coordinated Financial Services, Inc.

42.59K

Mar 31, 26

-1.85K

0.04%

Red Spruce Capital, LLC

41.59K

Mar 31, 26

+41.59K

0.04%

Integrated Wealth Concepts LLC

39.46K

Mar 31, 26

+9.03K

0.04%

Geneos Wealth Management Inc.

39.03K

Mar 31, 26

+3.59K

0.04%

Allen Capital Group, LLC

37.38K

Mar 31, 26

-279

0.04%

Stratos Wealth Partners, LTD.

35.30K

Mar 31, 26

+2.85K

0.03%

HANOVER ADVISORS INC

34.81K

Mar 31, 26

+2.77K

0.03%

Ironwood Financial, llc

32.41K

Mar 31, 26

+700

0.03%

Axis Wealth Partners, LLC

29.92K

Mar 31, 26

-106

0.03%

Wealth Quarterback LLC

29.11K

Mar 31, 26

+29.11K

0.03%

Capital Investment Advisory Services, LLC

29.00K

Mar 31, 26

+2.00K

0.03%

SAX WEALTH ADVISORS, LLC

28.09K

Mar 31, 26

0.03%

Quartz Partners, LLC

27.94K

Mar 31, 26

0.03%

Sequoia Financial Advisors, LLC

26.07K

Mar 31, 26

0.02%

Redhawk Wealth Advisors, Inc.

25.78K

Mar 31, 26

+238

0.02%

Redwood Financial Network Corp

24.46K

Mar 31, 26

+7.00K

0.02%

Waverly Advisors, LLC

23.36K

Mar 31, 26

+346

0.02%

Capital Analysts, LLC

23.26K

Mar 31, 26

+4.19K

0.02%

RPg Family Wealth Advisory, LLC

23.19K

Mar 31, 26

+8.19K

0.02%

YANKCOM Partnership

20.73K

Mar 31, 26

0.02%

Segment Wealth Management, LLC

20.65K

Mar 31, 26

+230

0.02%

HARBOUR INVESTMENTS, INC.

20.64K

Mar 31, 26

+7.52K

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

20.63K

Mar 31, 26

+8.64K

0.02%

HOWARD WEALTH MANAGEMENT, LLC

20.51K

Mar 31, 26

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

20.42K

Mar 31, 26

+5.08K

0.02%

Capital Investment Advisors, LLC

19.72K

Mar 31, 26

+507

0.02%

XY Planning Network, Inc.

19.54K

Mar 31, 26

+219

0.02%

Private Advisor Group, LLC

18.53K

Mar 31, 26

+7.03K

0.02%

Sentinus, LLC

18.48K

Mar 31, 26

0.02%

WHITENER CAPITAL MANAGEMENT, INC.

18.28K

Mar 31, 26

+18.28K

0.02%

ETF Store, Inc.

18.15K

Mar 31, 26

-45

0.02%

SIGMA INVESTMENT COUNSELORS INC

18.04K

Mar 31, 26

0.02%

Wingate Wealth Advisors, Inc.

17.80K

Mar 31, 26

+199

0.02%

Pinnacle Bancorp, Inc.

17.63K

Mar 31, 26

0.02%

Bill Few Associates, Inc.

16.60K

Mar 31, 26

0.02%

Cherry Tree Wealth Management, LLC

15.37K

Mar 31, 26

0.01%

Accurate Wealth Management, LLC

14.85K

Mar 31, 26

+362

0.01%

Dynamic Advisor Solutions LLC

14.68K

Mar 31, 26

+164

0.01%

HighTower Advisors, LLC

14.44K

Mar 31, 26

+14.44K

0.01%

GILL CAPITAL PARTNERS, LLC

13.88K

Mar 31, 26

+13.88K

0.01%

First Command Advisory Services, Inc.

13.62K

Mar 31, 26

+288

0.01%

Larson Financial Group LLC

12.71K

Mar 31, 26

+4.29K

0.01%

OLD NATIONAL BANCORP /IN/

12.66K

Mar 31, 26

+12.66K

0.01%

Gladstone Institutional Advisory LLC

12.51K

Mar 31, 26

-2.09K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

12.34K

Mar 31, 26

+252

0.01%

Knights of Columbus Asset Advisors LLC

12.23K

Mar 31, 26

+10.03K

0.01%

BENJAMIN EDWARDS INC

12.07K

Mar 31, 26

0.01%

Darden Wealth Group Inc

12.00K

Mar 31, 26

0.01%

Aprio Wealth Management, LLC

11.70K

Mar 31, 26

+40

0.01%

MISSION WEALTH MANAGEMENT, LP

11.50K

Mar 31, 26

+11.50K

0.01%

MINDSET WEALTH MANAGEMENT, LLC

11.37K

Mar 31, 26

0.01%

SENTINEL PENSION ADVISORS INC

11.16K

Mar 31, 26

+11.16K

0.01%

Gateway Wealth Partners, LLC

11.14K

Mar 31, 26

+11.14K

0.01%

Kingsview Wealth Management, LLC

11.05K

Mar 31, 26

+121

0.01%

FIFTH THIRD BANCORP

10.80K

Mar 31, 26

+10.06K

0.01%

WORLD EQUITY GROUP, INC.

10.52K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

10.52K

Mar 31, 26

-683

0.01%

Creative Planning

10.43K

Mar 31, 26

+10.43K

0.01%

Key FInancial Inc

10.25K

Mar 31, 26

0.01%

RVW Wealth, LLC

10.22K

Mar 31, 26

+10.22K

0.01%

Rockefeller Capital Management L.P.

10.14K

Mar 31, 26

+10.14K

0.01%

Yoder Wealth Management, Inc.

10.10K

Mar 31, 26

0.01%

MONTAG A & ASSOCIATES INC

9.25K

Mar 31, 26

0.01%

US BANCORP \DE\

7.62K

Mar 31, 26

+3.73K

0.01%

IFP Advisors, Inc

6.49K

Mar 31, 26

+250

0.01%

Advisory Services Network, LLC

6.38K

Mar 31, 26

+6.38K

0.01%

Marquette Asset Management, LLC

5.63K

Mar 31, 26

0.01%

BRYN MAWR TRUST Co

5.00K

Mar 31, 26

+5.00K

0.00%

Sarver Vrooman Wealth Advisors

4.50K

Mar 31, 26

+4.50K

0.00%

SJS Investment Consulting Inc.

4.01K

Mar 31, 26

0.00%

Davis Capital Management

3.18K

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

2.91K

Mar 31, 26

-11.32K

0.00%

FMR LLC

2.65K

Mar 31, 26

+2.05K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.58K

Mar 31, 26

+2.56K

0.00%

Golden State Equity Partners

2.15K

Mar 31, 26

+2.15K

0.00%

EASTERN BANK

2.02K

Mar 31, 26

-2.95K

0.00%

AlphaCore Capital LLC

2.00K

Mar 31, 26

0.00%

Allworth Financial LP

1.80K

Mar 31, 26

0.00%

City State Bank

1.34K

Mar 31, 26

+1.34K

0.00%

Smithfield Trust Co

1.31K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

1.20K

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

884

Mar 31, 26

+884

0.00%

BankPlus Trust Department

600

Mar 31, 26

+600

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

600

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

500

Mar 31, 26

+500

0.00%

AE Wealth Management LLC

274

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

101

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

Mar 31, 26

-367

GOLDMAN SACHS GROUP INC

Mar 31, 26

-37.60K

Concurrent Investment Advisors, LLC

Mar 31, 26

-13.15K

Jessup Wealth Management, Inc

Mar 31, 26

-906

Diversified Portfolios, Inc.

Mar 31, 26

-16.45K

LeClair Wealth Partners LLC

Mar 31, 26

-143.74K

Legacy CG, LLC

Mar 31, 26

-239.71K

Laurel Wealth Advisors LLC

Mar 31, 26

-3.00K

Atomi Financial Group, Inc.

Mar 31, 26

-12.69K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-85.29K

Prosperity Wealth Management, Inc.

20.77K

Dec 31, 25

+10.00K

0.02%

COMERICA BANK

9.05K

Dec 31, 25

-26.13K

0.01%

Vishria Bird Financial Group, LLC

280.58K

Sep 30, 25

-1.94K

0.27%

Sterling Financial Group, Inc.

26.07K

Sep 30, 25

+2.73K

0.02%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-18.48K

Kaye Capital Management

518.42K

Jun 30, 25

-95.91K

0.50%

Exchange Capital Management, Inc.

188.96K

Jun 30, 25

-5.02K

0.18%

AVANTAX ADVISORY SERVICES, INC.

48.26K

Jun 30, 25

-612

0.05%

Coordinated Financial Services, Inc./CO

33.68K

Mar 31, 25

+33.68K

0.03%

Aveo Capital Partners, LLC

Mar 31, 25

-18.82K

Kades & Cheifetz LLC

12.27K

Dec 31, 24

+131

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-367

RAYMOND JAMES & ASSOCIATES

2.02M

Sep 30, 24

+154.52K

1.94%

Raymond James Financial Services Advisors, Inc.

1.17M

Sep 30, 24

+38.01K

1.12%

BENJAMIN F. EDWARDS & COMPANY, INC.

11.51K

Jun 30, 24

+2.30K

0.01%

Cetera Advisors LLC

49.87K

Mar 31, 24

+28.90K

0.05%

Financial Advisory Group

29.05K

Mar 31, 24

+29.05K

0.03%

AMERICAN NATIONAL BANK & TRUST CO /VA/

15.25K

Mar 31, 24

+15.25K

0.01%

First Command Financial Services, Inc.

7.64K

Jun 30, 23

+102

0.01%

First Command Bank

7.64K

Jun 30, 23

+102

0.01%