Invesco BulletShares 2026 High Yield Corporate Bond ETF(BSJQ)

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Invesco BulletShares 2026 High Yield Corporate Bond ETF(BSJQ)

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BSJQ(BSJQ)

BSJQ

Overview Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 236 Institutional Holders

Holder	Shares	Date	Change	% Held
Mirador Capital Partners LP	2.71M	Jun 30, 26	-510.32K	6.60%
LPL Financial LLC	1.93M	Jun 30, 26	-426.23K	4.68%
Cetera Investment Advisers	1.24M	Jun 30, 26	-20.33K	3.01%
COLLECTIVE FAMILY OFFICE LLC	666.31K	Jun 30, 26	-93.03K	1.62%
MERCER GLOBAL ADVISORS INC /ADV	598.59K	Jun 30, 26	-24.83K	1.46%
Migdal Insurance & Financial Holdings Ltd.	560.87K	Jun 30, 26	+13.01K	1.36%
Advisory Alpha, LLC	507.77K	Jun 30, 26	+34.08K	1.24%
ENVESTNET ASSET MANAGEMENT INC	432.89K	Jun 30, 26	-21.06K	1.05%
Cornerstone Planning, LLC	428.12K	Jun 30, 26	+5.78K	1.04%
Lido Advisors, LLC	346.90K	Jun 30, 26	-3.11K	0.84%
Ashton Thomas Private Wealth, LLC	340.95K	Jun 30, 26	-832	0.83%
MML INVESTORS SERVICES, LLC	320.52K	Jun 30, 26	+38.52K	0.78%
COMMONWEALTH EQUITY SERVICES, LLC	293.56K	Jun 30, 26	+3.06K	0.71%
BANK OF MONTREAL /CAN/	293.25K	Jun 30, 26	+252.09K	0.71%
Ironwood Financial, llc	230.45K	Jun 30, 26	-168.97K	0.56%
MGO ONE SEVEN LLC	226.15K	Jun 30, 26	+16.47K	0.55%
MILESTONE ASSET MANAGEMENT, LLC	221.78K	Jun 30, 26	+15.66K	0.54%
Kestra Advisory Services, LLC	216.75K	Jun 30, 26	+72.72K	0.53%
HOWARD WEALTH MANAGEMENT, LLC	211.40K	Jun 30, 26	+20.30K	0.51%
Integrated Wealth Concepts LLC	211.18K	Jun 30, 26	+78.64K	0.51%
BANTA ASSET MANAGEMENT LP	197.93K	Jun 30, 26	-24.29K	0.48%
Oder Investment Management, LLC	189.44K	Jun 30, 26	-12.80K	0.46%
EVEXIA WEALTH LLC	175.90K	Jun 30, 26	+114.12K	0.43%
STIFEL FINANCIAL CORP	171.67K	Jun 30, 26	+5.43K	0.42%
SFE Investment Counsel	166.62K	Jun 30, 26	-101.31K	0.41%
RPg Family Wealth Advisory, LLC	162.15K	Jun 30, 26	+2.29K	0.39%
HB Wealth Management, LLC	155.44K	Jun 30, 26	+18	0.38%
Pacific Wealth Strategies Group, Inc.	155.19K	Jun 30, 26	+21.81K	0.38%
Prospera Financial Services Inc	155.01K	Jun 30, 26	-2.38K	0.38%
Legacy Financial Group LLC	147.88K	Jun 30, 26	-119.03K	0.36%
Glass Jacobson Investment Advisors llc	144.10K	Jun 30, 26	+947	0.35%
Private Advisor Group, LLC	138.17K	Jun 30, 26	-14.21K	0.34%
Intrua Financial, LLC	127.97K	Jun 30, 26	-45.13K	0.31%
Accurate Wealth Management, LLC	116.21K	Jun 30, 26	-21.21K	0.28%
TFR Capital, LLC.	99.21K	Jun 30, 26	-7.86K	0.24%
TD Waterhouse Canada Inc.	96.44K	Jun 30, 26	+47.74K	0.23%
S.E.E.D. Planning Group LLC	88.39K	Jun 30, 26	+15.21K	0.21%
AA Financial Advisors, LLC	86.30K	Jun 30, 26	+3.12K	0.21%
NewEdge Advisors, LLC	85.18K	Jun 30, 26	+2.18K	0.21%
Paradiem, LLC	74.80K	Jun 30, 26	-2.95K	0.18%
Camelot Portfolios, LLC	67.50K	Jun 30, 26	-23.46K	0.16%
Global Assets Advisory, LLC	66.98K	Jun 30, 26	+35.43K	0.16%
Ledgewood Wealth Advisors, LLC	65.18K	Jun 30, 26	-3.58K	0.16%
Key FInancial Inc	63.64K	Jun 30, 26	-782	0.15%
Kovack Advisors, Inc.	61.43K	Jun 30, 26	+7.65K	0.15%
Sound Stewardship, LLC	58.87K	Jun 30, 26	+843	0.14%
Cambridge Investment Research Advisors, Inc.	58.62K	Jun 30, 26	-25.64K	0.14%
Werba Rubin Papier Wealth Management	56.30K	Jun 30, 26	-5.84K	0.14%
TCG Advisory Services, LLC	53.91K	Jun 30, 26	-18.92K	0.13%
Allworth Financial LP	51.38K	Jun 30, 26	-1.00K	0.12%
Geneos Wealth Management Inc.	48.73K	Jun 30, 26	-9.79K	0.12%
Stablepoint Partners, LLC	45.65K	Jun 30, 26	-2.52K	0.11%
Avidian Wealth Solutions, LLC	44.71K	Jun 30, 26	+15.79K	0.11%
Ballew Advisors, Inc	42.05K	Jun 30, 26	--	0.10%
Montis Financial, LLC	38.96K	Jun 30, 26	-21.86K	0.09%
Brookstone Capital Management	38.92K	Jun 30, 26	-4.33K	0.09%
SEMITAM BONAM LLC	37.00K	Jun 30, 26	+568	0.09%
J.W. COLE ADVISORS, INC.	36.49K	Jun 30, 26	+36.49K	0.09%
NFP Retirement, Inc.	33.87K	Jun 30, 26	-13.71K	0.08%
Farnam Financial LLC	32.31K	Jun 30, 26	+32.31K	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	29.16K	Jun 30, 26	+4.43K	0.07%
Wealth Advisory Solutions, LLC	28.79K	Jun 30, 26	-1.28K	0.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	27.32K	Jun 30, 26	-1.91K	0.07%
Capital Analysts, LLC	27.19K	Jun 30, 26	-3.17K	0.07%
BXM Wealth LLC	26.98K	Jun 30, 26	-6.90K	0.07%
Meriwether Wealth & Planning, LLC	25.24K	Jun 30, 26	--	0.06%
Private Advisory Group LLC	25.00K	Jun 30, 26	-20	0.06%
Tower Research Capital LLC (TRC)	24.30K	Jun 30, 26	-57.89K	0.06%
Wilkins Miller Wealth Management, LLC	23.69K	Jun 30, 26	-1.30K	0.06%
Atlantic Union Bankshares Corp	23.14K	Jun 30, 26	--	0.06%
4Thought Financial Group Inc.	22.96K	Jun 30, 26	+903	0.06%
Koss-Olinger Consulting, LLC	22.62K	Jun 30, 26	+263	0.06%
IRON Financial LLC	22.22K	Jun 30, 26	-286	0.05%
FF Advisors,LLC	21.80K	Jun 30, 26	--	0.05%
Everstar Asset Management, LLC	21.05K	Jun 30, 26	+21.05K	0.05%
CRA Financial Services, LLC	20.53K	Jun 30, 26	-21	0.05%
Gradient Investments LLC	20.47K	Jun 30, 26	-1.27K	0.05%
Quad-Cities Investment Group, LLC	20.43K	Jun 30, 26	+100	0.05%
SRS Capital Advisors, Inc.	19.80K	Jun 30, 26	+19.80K	0.05%
AlphaStar Capital Management, LLC	19.50K	Jun 30, 26	+363	0.05%
VOISARD ASSET MANAGEMENT GROUP, INC.	19.17K	Jun 30, 26	-2.46K	0.05%
BCS Wealth Management	18.04K	Jun 30, 26	+5.50K	0.04%
Net Worth Advisory Group	16.94K	Jun 30, 26	-8.23K	0.04%
Janney Montgomery Scott LLC	16.79K	Jun 30, 26	+23	0.04%
Stratos Wealth Partners, LTD.	16.19K	Jun 30, 26	-20	0.04%
Farther Finance Advisors, LLC	16.09K	Jun 30, 26	+316	0.04%
Valtinson Bruner Financial Planning LLC	14.78K	Jun 30, 26	+110	0.04%
Tassel Capital Management, Inc.	13.15K	Jun 30, 26	-810	0.03%
Insight Wealth Partners, LLC	12.70K	Jun 30, 26	-85	0.03%
Wealth Quarterback LLC	12.64K	Jun 30, 26	+1.61K	0.03%
Sentinus, LLC	12.47K	Jun 30, 26	--	0.03%
OneAscent Financial Services LLC	12.27K	Jun 30, 26	-3.27K	0.03%
Redhawk Wealth Advisors, Inc.	11.59K	Jun 30, 26	-460	0.03%
HORIZON FINANCIAL SERVICES, LLC	11.43K	Jun 30, 26	--	0.03%
Arete Wealth Advisors, LLC	11.35K	Jun 30, 26	-1.67K	0.03%
STEPHENS INC /AR/	10.73K	Jun 30, 26	+48	0.03%
StoneX Group Inc.	10.63K	Jun 30, 26	-7.68K	0.03%
MONECO Advisors, LLC	10.20K	Jun 30, 26	-2.77K	0.02%
XML Financial, LLC	9.57K	Jun 30, 26	+9.57K	0.02%
PKS Advisory Services, LLC	9.35K	Jun 30, 26	+9.35K	0.02%
Claro Advisors LLC	9.10K	Jun 30, 26	-1.31K	0.02%
Carnegie Capital Asset Management, LLC	8.96K	Jun 30, 26	-1.00K	0.02%
Asset Dedication, LLC	4.81K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	3.82K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	3.71K	Jun 30, 26	-2.49K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.43K	Jun 30, 26	-443	0.01%
Capital Investment Advisory Services, LLC	3.25K	Jun 30, 26	--	0.01%
BlackRock, Inc.	3.17K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	2.21K	Jun 30, 26	-954	0.01%
EXCEL SECURITIES & ASSOCIATES, INC.	1.96K	Jun 30, 26	-395	0.00%
RICHARDS, MERRILL & PETERSON, INC.	1.78K	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	1.46K	Jun 30, 26	-12	0.00%
CX Institutional	1.30K	Jun 30, 26	-737	0.00%
Sarver Vrooman Wealth Advisors	1.23K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.01K	Jun 30, 26	+808	0.00%
Global Retirement Partners, LLC	964	Jun 30, 26	+964	0.00%
HARBOUR INVESTMENTS, INC.	426	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	403	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	403	Jun 30, 26	-5.66K	0.00%
Aspect Partners, LLC	273	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	192	Jun 30, 26	+192	0.00%
AE Wealth Management LLC	155	Jun 30, 26	-29	0.00%
WOLFF WIESE MAGANA LLC	129	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	125	Jun 30, 26	--	0.00%
Independence Bank of Kentucky	101	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	26	Jun 30, 26	--	0.00%
Friedenthal Financial	7	Jun 30, 26	--	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Jun 30, 26	-21.61K	--
Advisory Services Network, LLC	--	Jun 30, 26	-428	--
Matthew Goff Investment Advisor, LLC	--	Jun 30, 26	-486.10K	--
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	--	Jun 30, 26	-358.72K	--
VestGen Advisors, LLC	--	Jun 30, 26	-16.15K	--
Meridian Financial, LLC	--	Jun 30, 26	-9.04K	--
OLD SECOND NATIONAL BANK OF AURORA	--	Jun 30, 26	-958	--
Cornerstone Planning Group LLC	--	Jun 30, 26	-91	--
WESPAC Advisors, LLC	--	Jun 30, 26	-10.56K	--
Gen-Wealth Partners Inc	--	Jun 30, 26	-3.01K	--
SHUFRO ROSE & CO LLC	--	Jun 30, 26	-21.50K	--
Physician Wealth Advisors, Inc.	--	Jun 30, 26	-2.23K	--
Independent Advisor Alliance	--	Jun 30, 26	-115.06K	--
UBS Group AG	2.41M	Mar 31, 26	+40.85K	5.85%
MORGAN STANLEY	1.46M	Mar 31, 26	-85.95K	3.56%
Cetera Investment Advisers	1.26M	Mar 31, 26	+58.30K	3.06%
WELLS FARGO & COMPANY/MN	1.06M	Mar 31, 26	+22.25K	2.57%
Delta Investment Management, LLC	1.04M	Mar 31, 26	+46.66K	2.53%
Jaffetilchin Investment Partners, LLC	1.02M	Mar 31, 26	+115.14K	2.49%
ADVISOR GROUP HOLDINGS, INC.	752.29K	Mar 31, 26	+82.41K	1.83%
MERCER GLOBAL ADVISORS INC /ADV	623.42K	Mar 31, 26	+187.70K	1.52%
Larson Financial Group LLC	445.23K	Mar 31, 26	-72.36K	1.08%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	394.16K	Mar 31, 26	-14.79K	0.96%
AMERIPRISE FINANCIAL INC	375.68K	Mar 31, 26	+96.62K	0.91%
Leo Wealth, LLC	369.70K	Mar 31, 26	+6.34K	0.90%
IHT Wealth Management, LLC	360.46K	Mar 31, 26	+16.40K	0.88%
Verity Asset Management, Inc.	332.78K	Mar 31, 26	+24.35K	0.81%
RAYMOND JAMES FINANCIAL INC	309.44K	Mar 31, 26	-806.88K	0.75%
CWM, LLC	266.52K	Mar 31, 26	-31.75K	0.65%
JONES FINANCIAL COMPANIES LLLP	200.60K	Mar 31, 26	+7.96K	0.49%
Foundations Investment Advisors, LLC	190.49K	Mar 31, 26	+9.69K	0.46%
STIFEL FINANCIAL CORP	166.24K	Mar 31, 26	-6.27K	0.40%
BANK OF AMERICA CORP /DE/	157.67K	Mar 31, 26	-289.84K	0.38%
JANE STREET GROUP, LLC	139.20K	Mar 31, 26	+139.20K	0.34%
Integrated Wealth Concepts LLC	132.54K	Mar 31, 26	-26.53K	0.32%
Horizons Wealth Management	119.36K	Mar 31, 26	-1.13K	0.29%
Independent Advisor Alliance	115.06K	Mar 31, 26	+115.06K	0.28%
Invesco Ltd.	105.79K	Mar 31, 26	+23.16K	0.26%
THRIVENT FINANCIAL FOR LUTHERANS	103.45K	Mar 31, 26	+10.53K	0.25%
Strait & Sound Wealth Management LLC	93.98K	Mar 31, 26	+8.30K	0.23%
Northwest Bancshares, Inc.	87.38K	Mar 31, 26	-3.45K	0.21%
ROYAL BANK OF CANADA	86.86K	Mar 31, 26	-7.15K	0.21%
NewEdge Advisors, LLC	83.00K	Mar 31, 26	+6.11K	0.20%
Vantage Point Financial LLC	61.70K	Mar 31, 26	-2.17K	0.15%
Altrius Capital Management Inc	52.04K	Mar 31, 26	-914	0.13%
BROWN ADVISORY INC	45.18K	Mar 31, 26	--	0.11%
BANK OF MONTREAL /CAN/	41.16K	Mar 31, 26	+41.16K	0.10%
Ausdal Financial Partners, Inc.	34.77K	Mar 31, 26	+16	0.08%
Axim Planning & Wealth	30.57K	Mar 31, 26	+669	0.07%
CITADEL ADVISORS LLC	27.69K	Mar 31, 26	-28.25K	0.07%
OLD MISSION CAPITAL LLC	22.96K	Mar 31, 26	-57.98K	0.06%
CAPTRUST FINANCIAL ADVISORS	22.45K	Mar 31, 26	+2.58K	0.05%
Flavin Financial Services, Inc.	21.71K	Mar 31, 26	--	0.05%
SHUFRO ROSE & CO LLC	21.50K	Mar 31, 26	--	0.05%
Beacon Pointe Advisors, LLC	20.50K	Mar 31, 26	-418	0.05%
StoneX Group Inc.	18.31K	Mar 31, 26	+18.31K	0.04%
Modern Wealth Management, LLC	15.51K	Mar 31, 26	+7	0.04%
ALERUS FINANCIAL NA	15.43K	Mar 31, 26	+12.86K	0.04%
Equitable Holdings, Inc.	14.34K	Mar 31, 26	-9.95K	0.03%
HRT FINANCIAL LP	13.43K	Mar 31, 26	+13.43K	0.03%
Mariner, LLC	11.83K	Mar 31, 26	-450.10K	0.03%
Steward Partners Investment Advisory, LLC	11.12K	Mar 31, 26	-19.93K	0.03%
AQR CAPITAL MANAGEMENT LLC	9.45K	Mar 31, 26	--	0.02%
Waverly Advisors, LLC	9.25K	Mar 31, 26	+111	0.02%
INSIGNEO ADVISORY SERVICES, LLC	9.00K	Mar 31, 26	--	0.02%
Rockefeller Capital Management L.P.	6.40K	Mar 31, 26	--	0.02%
Western Wealth Management, LLC	5.26K	Mar 31, 26	+5.26K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.88K	Mar 31, 26	+271	0.01%
United Community Bank	2.20K	Mar 31, 26	+2.20K	0.01%
IFG Advisory, LLC	2.08K	Mar 31, 26	+2.08K	0.01%
WFA of San Diego, LLC	1.56K	Mar 31, 26	-215	0.00%
CBIZ Investment Advisory Services, LLC	506	Mar 31, 26	+7	0.00%
Advisory Services Network, LLC	428	Mar 31, 26	+428	0.00%
Aptus Capital Advisors, LLC	403	Mar 31, 26	-1.60K	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	403	Mar 31, 26	+403	0.00%
Anchor Investment Management, LLC	400	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	50	Mar 31, 26	+50	0.00%
FMR LLC	12	Mar 31, 26	-2.67K	0.00%
Colony Group, LLC	--	Mar 31, 26	-169.49K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-72.91K	--
Federation des caisses Desjardins du Quebec	--	Mar 31, 26	-1.71K	--
Creative Planning	--	Mar 31, 26	-9.84K	--
Mutual Advisors, LLC	--	Mar 31, 26	-8.62K	--
SkyView Investment Advisors, LLC	--	Mar 31, 26	-25.00K	--
Cloud Capital Management, LLC	--	Mar 31, 26	-26.50K	--
ROVIN CAPITAL /UT/ /ADV	215.41K	Dec 31, 25	-31.87K	0.52%
COMERICA BANK	16.81K	Dec 31, 25	--	0.04%
Nalls Sherbakoff Group, LLC	10.83K	Dec 31, 25	-1.47K	0.03%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-12.72K	--
Tyler-Stone Wealth Management	284.05K	Jun 30, 25	+51.32K	0.69%
SUMMIT INVESTMENT ADVISORS, INC.	282.01K	Jun 30, 25	+12.07K	0.69%
AVANTAX ADVISORY SERVICES, INC.	54.23K	Jun 30, 25	-241	0.13%
Atria Wealth Solutions, Inc.	53.66K	Jun 30, 25	-26.67K	0.13%
Kaye Capital Management	--	Jun 30, 25	-9.21K	--
Orion Portfolio Solutions, LLC	51.88K	Mar 31, 25	+189	0.13%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-338	--
Raymond James Financial Services Advisors, Inc.	735.31K	Sep 30, 24	+156.30K	1.79%
RAYMOND JAMES & ASSOCIATES	96.47K	Sep 30, 24	+10.96K	0.23%
SpiderRock Advisors, LLC	11.36K	Sep 30, 24	+11.36K	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.15K	Jun 30, 24	+475	0.01%
Cetera Advisors LLC	475.04K	Mar 31, 24	+99.90K	1.16%
Cetera Advisor Networks LLC	374.16K	Mar 31, 24	+359.80K	0.91%
WEALTHSOURCE PARTNERS, LLC	16.26K	Dec 31, 23	+16.26K	0.04%
First Capital Advisors Group, LLC.	7.19K	Jun 30, 23	+7.19K	0.02%
Harrison & Co Wealth Management, LLC	100.52K	Dec 31, 22	+2.36K	0.24%
Beaumont Financial Partners, LLC	13.70K	Sep 30, 22	-159	0.03%
Enterprise Trust & Investment Co	2.00K	Jun 30, 22	--	0.00%
Advisor Group, Inc.	1.25K	Dec 31, 19	+1.01K	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	170	Dec 31, 19	+170	0.00%

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Holder

Date

Change

% Held

Mirador Capital Partners LP

2.71M

Jun 30, 26

-510.32K

6.60%

LPL Financial LLC

1.93M

Jun 30, 26

-426.23K

4.68%

Cetera Investment Advisers

1.24M

Jun 30, 26

-20.33K

3.01%

COLLECTIVE FAMILY OFFICE LLC

666.31K

Jun 30, 26

-93.03K

1.62%

MERCER GLOBAL ADVISORS INC /ADV

598.59K

Jun 30, 26

-24.83K

1.46%

Migdal Insurance & Financial Holdings Ltd.

560.87K

Jun 30, 26

+13.01K

1.36%

Advisory Alpha, LLC

507.77K

Jun 30, 26

+34.08K

1.24%

ENVESTNET ASSET MANAGEMENT INC

432.89K

Jun 30, 26

-21.06K

1.05%

Cornerstone Planning, LLC

428.12K

Jun 30, 26

+5.78K

1.04%

Lido Advisors, LLC

346.90K

Jun 30, 26

-3.11K

0.84%

Ashton Thomas Private Wealth, LLC

340.95K

Jun 30, 26

-832

0.83%

MML INVESTORS SERVICES, LLC

320.52K

Jun 30, 26

+38.52K

0.78%

COMMONWEALTH EQUITY SERVICES, LLC

293.56K

Jun 30, 26

+3.06K

0.71%

BANK OF MONTREAL /CAN/

293.25K

Jun 30, 26

+252.09K

0.71%

Ironwood Financial, llc

230.45K

Jun 30, 26

-168.97K

0.56%

MGO ONE SEVEN LLC

226.15K

Jun 30, 26

+16.47K

0.55%

MILESTONE ASSET MANAGEMENT, LLC

221.78K

Jun 30, 26

+15.66K

0.54%

Kestra Advisory Services, LLC

216.75K

Jun 30, 26

+72.72K

0.53%

HOWARD WEALTH MANAGEMENT, LLC

211.40K

Jun 30, 26

+20.30K

0.51%

Integrated Wealth Concepts LLC

211.18K

Jun 30, 26

+78.64K

0.51%

BANTA ASSET MANAGEMENT LP

197.93K

Jun 30, 26

-24.29K

0.48%

Oder Investment Management, LLC

189.44K

Jun 30, 26

-12.80K

0.46%

EVEXIA WEALTH LLC

175.90K

Jun 30, 26

+114.12K

0.43%

STIFEL FINANCIAL CORP

171.67K

Jun 30, 26

+5.43K

0.42%

SFE Investment Counsel

166.62K

Jun 30, 26

-101.31K

0.41%

RPg Family Wealth Advisory, LLC

162.15K

Jun 30, 26

+2.29K

0.39%

HB Wealth Management, LLC

155.44K

Jun 30, 26

+18

0.38%

Pacific Wealth Strategies Group, Inc.

155.19K

Jun 30, 26

+21.81K

0.38%

Prospera Financial Services Inc

155.01K

Jun 30, 26

-2.38K

0.38%

Legacy Financial Group LLC

147.88K

Jun 30, 26

-119.03K

0.36%

Glass Jacobson Investment Advisors llc

144.10K

Jun 30, 26

+947

0.35%

Private Advisor Group, LLC

138.17K

Jun 30, 26

-14.21K

0.34%

Intrua Financial, LLC

127.97K

Jun 30, 26

-45.13K

0.31%

Accurate Wealth Management, LLC

116.21K

Jun 30, 26

-21.21K

0.28%

TFR Capital, LLC.

99.21K

Jun 30, 26

-7.86K

0.24%

TD Waterhouse Canada Inc.

96.44K

Jun 30, 26

+47.74K

0.23%

S.E.E.D. Planning Group LLC

88.39K

Jun 30, 26

+15.21K

0.21%

AA Financial Advisors, LLC

86.30K

Jun 30, 26

+3.12K

0.21%

NewEdge Advisors, LLC

85.18K

Jun 30, 26

+2.18K

0.21%

Paradiem, LLC

74.80K

Jun 30, 26

-2.95K

0.18%

Camelot Portfolios, LLC

67.50K

Jun 30, 26

-23.46K

0.16%

Global Assets Advisory, LLC

66.98K

Jun 30, 26

+35.43K

0.16%

Ledgewood Wealth Advisors, LLC

65.18K

Jun 30, 26

-3.58K

0.16%

Key FInancial Inc

63.64K

Jun 30, 26

-782

0.15%

Kovack Advisors, Inc.

61.43K

Jun 30, 26

+7.65K

0.15%

Sound Stewardship, LLC

58.87K

Jun 30, 26

+843

0.14%

Cambridge Investment Research Advisors, Inc.

58.62K

Jun 30, 26

-25.64K

0.14%

Werba Rubin Papier Wealth Management

56.30K

Jun 30, 26

-5.84K

0.14%

TCG Advisory Services, LLC

53.91K

Jun 30, 26

-18.92K

0.13%

Allworth Financial LP

51.38K

Jun 30, 26

-1.00K

0.12%

Geneos Wealth Management Inc.

48.73K

Jun 30, 26

-9.79K

0.12%

Stablepoint Partners, LLC

45.65K

Jun 30, 26

-2.52K

0.11%

Avidian Wealth Solutions, LLC

44.71K

Jun 30, 26

+15.79K

0.11%

Ballew Advisors, Inc

42.05K

Jun 30, 26

0.10%

Montis Financial, LLC

38.96K

Jun 30, 26

-21.86K

0.09%

Brookstone Capital Management

38.92K

Jun 30, 26

-4.33K

0.09%

SEMITAM BONAM LLC

37.00K

Jun 30, 26

+568

0.09%

J.W. COLE ADVISORS, INC.

36.49K

Jun 30, 26

+36.49K

0.09%

NFP Retirement, Inc.

33.87K

Jun 30, 26

-13.71K

0.08%

Farnam Financial LLC

32.31K

Jun 30, 26

+32.31K

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

29.16K

Jun 30, 26

+4.43K

0.07%

Wealth Advisory Solutions, LLC

28.79K

Jun 30, 26

-1.28K

0.07%

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

27.32K

Jun 30, 26

-1.91K

0.07%

Capital Analysts, LLC

27.19K

Jun 30, 26

-3.17K

0.07%

BXM Wealth LLC

26.98K

Jun 30, 26

-6.90K

0.07%

Meriwether Wealth & Planning, LLC

25.24K

Jun 30, 26

0.06%

Private Advisory Group LLC

25.00K

Jun 30, 26

-20

0.06%

Tower Research Capital LLC (TRC)

24.30K

Jun 30, 26

-57.89K

0.06%

Wilkins Miller Wealth Management, LLC

23.69K

Jun 30, 26

-1.30K

0.06%

Atlantic Union Bankshares Corp

23.14K

Jun 30, 26

0.06%

4Thought Financial Group Inc.

22.96K

Jun 30, 26

+903

0.06%

Koss-Olinger Consulting, LLC

22.62K

Jun 30, 26

+263

0.06%

IRON Financial LLC

22.22K

Jun 30, 26

-286

0.05%

FF Advisors,LLC

21.80K

Jun 30, 26

0.05%

Everstar Asset Management, LLC

21.05K

Jun 30, 26

+21.05K

0.05%

CRA Financial Services, LLC

20.53K

Jun 30, 26

-21

0.05%

Gradient Investments LLC

20.47K

Jun 30, 26

-1.27K

0.05%

Quad-Cities Investment Group, LLC

20.43K

Jun 30, 26

+100

0.05%

SRS Capital Advisors, Inc.

19.80K

Jun 30, 26

+19.80K

0.05%

AlphaStar Capital Management, LLC

19.50K

Jun 30, 26

+363

0.05%

VOISARD ASSET MANAGEMENT GROUP, INC.

19.17K

Jun 30, 26

-2.46K

0.05%

BCS Wealth Management

18.04K

Jun 30, 26

+5.50K

0.04%

Net Worth Advisory Group

16.94K

Jun 30, 26

-8.23K

0.04%

Janney Montgomery Scott LLC

16.79K

Jun 30, 26

+23

0.04%

Stratos Wealth Partners, LTD.

16.19K

Jun 30, 26

-20

0.04%

Farther Finance Advisors, LLC

16.09K

Jun 30, 26

+316

0.04%

Valtinson Bruner Financial Planning LLC

14.78K

Jun 30, 26

+110

0.04%

Tassel Capital Management, Inc.

13.15K

Jun 30, 26

-810

0.03%

Insight Wealth Partners, LLC

12.70K

Jun 30, 26

-85

0.03%

Wealth Quarterback LLC

12.64K

Jun 30, 26

+1.61K

0.03%

Sentinus, LLC

12.47K

Jun 30, 26

0.03%

OneAscent Financial Services LLC

12.27K

Jun 30, 26

-3.27K

0.03%

Redhawk Wealth Advisors, Inc.

11.59K

Jun 30, 26

-460

0.03%

HORIZON FINANCIAL SERVICES, LLC

11.43K

Jun 30, 26

0.03%

Arete Wealth Advisors, LLC

11.35K

Jun 30, 26

-1.67K

0.03%

STEPHENS INC /AR/

10.73K

Jun 30, 26

+48

0.03%

StoneX Group Inc.

10.63K

Jun 30, 26

-7.68K

0.03%

MONECO Advisors, LLC

10.20K

Jun 30, 26

-2.77K

0.02%

XML Financial, LLC

9.57K

Jun 30, 26

+9.57K

0.02%

PKS Advisory Services, LLC

9.35K

Jun 30, 26

+9.35K

0.02%

Claro Advisors LLC

9.10K

Jun 30, 26

-1.31K

0.02%

Carnegie Capital Asset Management, LLC

8.96K

Jun 30, 26

-1.00K

0.02%

Asset Dedication, LLC

4.81K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

3.82K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

3.71K

Jun 30, 26

-2.49K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.43K

Jun 30, 26

-443

0.01%

Capital Investment Advisory Services, LLC

3.25K

Jun 30, 26

0.01%

BlackRock, Inc.

3.17K

Jun 30, 26

0.01%

IFP Advisors, Inc

2.21K

Jun 30, 26

-954

0.01%

EXCEL SECURITIES & ASSOCIATES, INC.

1.96K

Jun 30, 26

-395

0.00%

RICHARDS, MERRILL & PETERSON, INC.

1.78K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

1.46K

Jun 30, 26

-12

0.00%

CX Institutional

1.30K

Jun 30, 26

-737

0.00%

Sarver Vrooman Wealth Advisors

1.23K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.01K

Jun 30, 26

+808

0.00%

Global Retirement Partners, LLC

964

Jun 30, 26

+964

0.00%

HARBOUR INVESTMENTS, INC.

426

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

403

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

403

Jun 30, 26

-5.66K

0.00%

Aspect Partners, LLC

273

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

192

Jun 30, 26

+192

0.00%

AE Wealth Management LLC

155

Jun 30, 26

-29

0.00%

WOLFF WIESE MAGANA LLC

129

Jun 30, 26

0.00%

Community Financial Services Group, LLC

125

Jun 30, 26

0.00%

Independence Bank of Kentucky

101

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

Friedenthal Financial

Jun 30, 26

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 30, 26

-21.61K

Advisory Services Network, LLC

Jun 30, 26

-428

Matthew Goff Investment Advisor, LLC

Jun 30, 26

-486.10K

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Jun 30, 26

-358.72K

VestGen Advisors, LLC

Jun 30, 26

-16.15K

Meridian Financial, LLC

Jun 30, 26

-9.04K

OLD SECOND NATIONAL BANK OF AURORA

Jun 30, 26

-958

Cornerstone Planning Group LLC

Jun 30, 26

-91

WESPAC Advisors, LLC

Jun 30, 26

-10.56K

Gen-Wealth Partners Inc

Jun 30, 26

-3.01K

SHUFRO ROSE & CO LLC

Jun 30, 26

-21.50K

Physician Wealth Advisors, Inc.

Jun 30, 26

-2.23K

Independent Advisor Alliance

Jun 30, 26

-115.06K

UBS Group AG

2.41M

Mar 31, 26

+40.85K

5.85%

MORGAN STANLEY

1.46M

Mar 31, 26

-85.95K

3.56%

Cetera Investment Advisers

1.26M

Mar 31, 26

+58.30K

3.06%

WELLS FARGO & COMPANY/MN

1.06M

Mar 31, 26

+22.25K

2.57%

Delta Investment Management, LLC

1.04M

Mar 31, 26

+46.66K

2.53%

Jaffetilchin Investment Partners, LLC

1.02M

Mar 31, 26

+115.14K

2.49%

ADVISOR GROUP HOLDINGS, INC.

752.29K

Mar 31, 26

+82.41K

1.83%

MERCER GLOBAL ADVISORS INC /ADV

623.42K

Mar 31, 26

+187.70K

1.52%

Larson Financial Group LLC

445.23K

Mar 31, 26

-72.36K

1.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

394.16K

Mar 31, 26

-14.79K

0.96%

AMERIPRISE FINANCIAL INC

375.68K

Mar 31, 26

+96.62K

0.91%

Leo Wealth, LLC

369.70K

Mar 31, 26

+6.34K

0.90%

IHT Wealth Management, LLC

360.46K

Mar 31, 26

+16.40K

0.88%

Verity Asset Management, Inc.

332.78K

Mar 31, 26

+24.35K

0.81%

RAYMOND JAMES FINANCIAL INC

309.44K

Mar 31, 26

-806.88K

0.75%

CWM, LLC

266.52K

Mar 31, 26

-31.75K

0.65%

JONES FINANCIAL COMPANIES LLLP

200.60K

Mar 31, 26

+7.96K

0.49%

Foundations Investment Advisors, LLC

190.49K

Mar 31, 26

+9.69K

0.46%

STIFEL FINANCIAL CORP

166.24K

Mar 31, 26

-6.27K

0.40%

BANK OF AMERICA CORP /DE/

157.67K

Mar 31, 26

-289.84K

0.38%

JANE STREET GROUP, LLC

139.20K

Mar 31, 26

+139.20K

0.34%

Integrated Wealth Concepts LLC

132.54K

Mar 31, 26

-26.53K

0.32%

Horizons Wealth Management

119.36K

Mar 31, 26

-1.13K

0.29%

Independent Advisor Alliance

115.06K

Mar 31, 26

+115.06K

0.28%

Invesco Ltd.

105.79K

Mar 31, 26

+23.16K

0.26%

THRIVENT FINANCIAL FOR LUTHERANS

103.45K

Mar 31, 26

+10.53K

0.25%

Strait & Sound Wealth Management LLC

93.98K

Mar 31, 26

+8.30K

0.23%

Northwest Bancshares, Inc.

87.38K

Mar 31, 26

-3.45K

0.21%

ROYAL BANK OF CANADA

86.86K

Mar 31, 26

-7.15K

0.21%

NewEdge Advisors, LLC

83.00K

Mar 31, 26

+6.11K

0.20%

Vantage Point Financial LLC

61.70K

Mar 31, 26

-2.17K

0.15%

Altrius Capital Management Inc

52.04K

Mar 31, 26

-914

0.13%

BROWN ADVISORY INC

45.18K

Mar 31, 26

0.11%

BANK OF MONTREAL /CAN/

41.16K

Mar 31, 26

+41.16K

0.10%

Ausdal Financial Partners, Inc.

34.77K

Mar 31, 26

+16

0.08%

Axim Planning & Wealth

30.57K

Mar 31, 26

+669

0.07%

CITADEL ADVISORS LLC

27.69K

Mar 31, 26

-28.25K

0.07%

OLD MISSION CAPITAL LLC

22.96K

Mar 31, 26

-57.98K

0.06%

CAPTRUST FINANCIAL ADVISORS

22.45K

Mar 31, 26

+2.58K

0.05%

Flavin Financial Services, Inc.

21.71K

Mar 31, 26

0.05%

SHUFRO ROSE & CO LLC

21.50K

Mar 31, 26

0.05%

Beacon Pointe Advisors, LLC

20.50K

Mar 31, 26

-418

0.05%

StoneX Group Inc.

18.31K

Mar 31, 26

+18.31K

0.04%

Modern Wealth Management, LLC

15.51K

Mar 31, 26

0.04%

ALERUS FINANCIAL NA

15.43K

Mar 31, 26

+12.86K

0.04%

Equitable Holdings, Inc.

14.34K

Mar 31, 26

-9.95K

0.03%

HRT FINANCIAL LP

13.43K

Mar 31, 26

+13.43K

0.03%

Mariner, LLC

11.83K

Mar 31, 26

-450.10K

0.03%

Steward Partners Investment Advisory, LLC

11.12K

Mar 31, 26

-19.93K

0.03%

AQR CAPITAL MANAGEMENT LLC

9.45K

Mar 31, 26

0.02%

Waverly Advisors, LLC

9.25K

Mar 31, 26

+111

0.02%

INSIGNEO ADVISORY SERVICES, LLC

9.00K

Mar 31, 26

0.02%

Rockefeller Capital Management L.P.

6.40K

Mar 31, 26

0.02%

Western Wealth Management, LLC

5.26K

Mar 31, 26

+5.26K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.88K

Mar 31, 26

+271

0.01%

United Community Bank

2.20K

Mar 31, 26

+2.20K

0.01%

IFG Advisory, LLC

2.08K

Mar 31, 26

+2.08K

0.01%

WFA of San Diego, LLC

1.56K

Mar 31, 26

-215

0.00%

CBIZ Investment Advisory Services, LLC

506

Mar 31, 26

0.00%

Advisory Services Network, LLC

428

Mar 31, 26

+428

0.00%

Aptus Capital Advisors, LLC

403

Mar 31, 26

-1.60K

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

403

Mar 31, 26

+403

0.00%

Anchor Investment Management, LLC

400

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+50

0.00%

FMR LLC

Mar 31, 26

-2.67K

0.00%

Colony Group, LLC

Mar 31, 26

-169.49K

Brinker Capital Investments, LLC

Mar 31, 26

-72.91K

Federation des caisses Desjardins du Quebec

Mar 31, 26

-1.71K

Creative Planning

Mar 31, 26

-9.84K

Mutual Advisors, LLC

Mar 31, 26

-8.62K

SkyView Investment Advisors, LLC

Mar 31, 26

-25.00K

Cloud Capital Management, LLC

Mar 31, 26

-26.50K

ROVIN CAPITAL /UT/ /ADV

215.41K

Dec 31, 25

-31.87K

0.52%

COMERICA BANK

16.81K

Dec 31, 25

0.04%

Nalls Sherbakoff Group, LLC

10.83K

Dec 31, 25

-1.47K

0.03%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-12.72K

Tyler-Stone Wealth Management

284.05K

Jun 30, 25

+51.32K

0.69%

SUMMIT INVESTMENT ADVISORS, INC.

282.01K

Jun 30, 25

+12.07K

0.69%

AVANTAX ADVISORY SERVICES, INC.

54.23K

Jun 30, 25

-241

0.13%

Atria Wealth Solutions, Inc.

53.66K

Jun 30, 25

-26.67K

0.13%

Kaye Capital Management

Jun 30, 25

-9.21K

Orion Portfolio Solutions, LLC

51.88K

Mar 31, 25

+189

0.13%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-338

Raymond James Financial Services Advisors, Inc.

735.31K

Sep 30, 24

+156.30K

1.79%

RAYMOND JAMES & ASSOCIATES

96.47K

Sep 30, 24

+10.96K

0.23%

SpiderRock Advisors, LLC

11.36K

Sep 30, 24

+11.36K

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.15K

Jun 30, 24

+475

0.01%

Cetera Advisors LLC

475.04K

Mar 31, 24

+99.90K

1.16%

Cetera Advisor Networks LLC

374.16K

Mar 31, 24

+359.80K

0.91%

WEALTHSOURCE PARTNERS, LLC

16.26K

Dec 31, 23

+16.26K

0.04%

First Capital Advisors Group, LLC.

7.19K

Jun 30, 23

+7.19K

0.02%

Harrison & Co Wealth Management, LLC

100.52K

Dec 31, 22

+2.36K

0.24%

Beaumont Financial Partners, LLC

13.70K

Sep 30, 22

-159

0.03%

Enterprise Trust & Investment Co

2.00K

Jun 30, 22

0.00%

Advisor Group, Inc.

1.25K

Dec 31, 19

+1.01K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

170

Dec 31, 19

+170

0.00%