Invesco Bulletshares 2027 High Yield Fund(BSJR)

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Invesco Bulletshares 2027 High Yield Fund(BSJR)

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$22.35—

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BSJR(BSJR)

BSJR

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

Institutional Ownership

Top 182 Institutional Holders

Holder	Shares	Date	Change	% Held
Mirador Capital Partners LP	2.25M	Mar 31, 26	+131.53K	5.92%
LPL Financial LLC	1.98M	Mar 31, 26	+116.52K	5.20%
Cetera Investment Advisers	1.61M	Mar 31, 26	+210.15K	4.24%
RAYMOND JAMES FINANCIAL INC	1.36M	Mar 31, 26	+554.32K	3.57%
WELLS FARGO & COMPANY/MN	1.18M	Mar 31, 26	+167.10K	3.10%
MORGAN STANLEY	1.11M	Mar 31, 26	-26.90K	2.92%
Larson Financial Group LLC	959.60K	Mar 31, 26	-5.53K	2.52%
Ashton Thomas Private Wealth, LLC	766.47K	Mar 31, 26	+325.86K	2.02%
ADVISOR GROUP HOLDINGS, INC.	662.46K	Mar 31, 26	+284.41K	1.74%
MERCER GLOBAL ADVISORS INC /ADV	617.62K	Mar 31, 26	+174.74K	1.62%
UBS Group AG	583.00K	Mar 31, 26	+29.18K	1.53%
BANK OF AMERICA CORP /DE/	536.74K	Mar 31, 26	+321.69K	1.41%
CAPTRUST FINANCIAL ADVISORS	491.54K	Mar 31, 26	+35.37K	1.29%
Advisory Alpha, LLC	432.13K	Mar 31, 26	+41.75K	1.14%
Ironwood Financial, llc	366.05K	Mar 31, 26	-4.29K	0.96%
SFE Investment Counsel	360.23K	Mar 31, 26	+7.84K	0.95%
Intrua Financial, LLC	350.57K	Mar 31, 26	+33.04K	0.92%
BANTA ASSET MANAGEMENT LP	326.92K	Mar 31, 26	+16.00K	0.86%
Verity Asset Management, Inc.	317.78K	Mar 31, 26	+317.78K	0.84%
COMMONWEALTH EQUITY SERVICES, LLC	311.98K	Mar 31, 26	+17.75K	0.82%
Matthew Goff Investment Advisor, LLC	303.17K	Mar 31, 26	+303.17K	0.80%
COLLECTIVE FAMILY OFFICE LLC	294.17K	Mar 31, 26	+52.74K	0.77%
Accurate Wealth Management, LLC	271.00K	Mar 31, 26	+174.52K	0.71%
Modern Wealth Management, LLC	268.33K	Mar 31, 26	+8.37K	0.71%
OLD SECOND NATIONAL BANK OF AURORA	260.61K	Mar 31, 26	+260.61K	0.69%
CHATHAM CAPITAL GROUP, INC.	252.88K	Mar 31, 26	+243.98K	0.67%
AMERIPRISE FINANCIAL INC	196.93K	Mar 31, 26	+21.95K	0.52%
Oder Investment Management, LLC	189.09K	Mar 31, 26	+11.70K	0.50%
HOWARD WEALTH MANAGEMENT, LLC	186.90K	Mar 31, 26	+13.84K	0.49%
JONES FINANCIAL COMPANIES LLLP	176.29K	Mar 31, 26	+10.45K	0.46%
Prospera Financial Services Inc	159.92K	Mar 31, 26	+2.97K	0.42%
River Street Advisors LLC	141.94K	Mar 31, 26	+141.94K	0.37%
Kestra Advisory Services, LLC	132.98K	Mar 31, 26	+8.46K	0.35%
Pacific Wealth Strategies Group, Inc.	131.24K	Mar 31, 26	+15.05K	0.35%
Glass Jacobson Investment Advisors llc	131.05K	Mar 31, 26	+20.69K	0.34%
Foundations Investment Advisors, LLC	128.93K	Mar 31, 26	+65.66K	0.34%
Tower Research Capital LLC (TRC)	123.47K	Mar 31, 26	-12.77K	0.32%
Horizons Wealth Management	123.18K	Mar 31, 26	+1.10K	0.32%
Independent Advisor Alliance	121.65K	Mar 31, 26	+121.65K	0.32%
Invesco Ltd.	111.80K	Mar 31, 26	-6.84K	0.29%
STIFEL FINANCIAL CORP	108.14K	Mar 31, 26	-2.40K	0.28%
Bright Futures Wealth Management, LLC.	107.74K	Mar 31, 26	+1	0.28%
Atomi Financial Group, Inc.	104.66K	Mar 31, 26	-2.27K	0.28%
JANE STREET GROUP, LLC	98.00K	Mar 31, 26	-64.29K	0.26%
Private Advisor Group, LLC	91.69K	Mar 31, 26	+7.95K	0.24%
NewEdge Advisors, LLC	84.66K	Mar 31, 26	+7.20K	0.22%
ROYAL BANK OF CANADA	84.44K	Mar 31, 26	-6.99K	0.22%
Paradiem, LLC	81.00K	Mar 31, 26	-16.85K	0.21%
CWM, LLC	78.57K	Mar 31, 26	-7.00K	0.21%
Mariner, LLC	77.71K	Mar 31, 26	-55.75K	0.20%
S.E.E.D. Planning Group LLC	75.32K	Mar 31, 26	+1.20K	0.20%
CITADEL ADVISORS LLC	73.52K	Mar 31, 26	+9.45K	0.19%
LBMC INVESTMENT ADVISORS, LLC	71.05K	Mar 31, 26	+71.05K	0.19%
Legacy Financial Group LLC	69.80K	Mar 31, 26	-300	0.18%
Atria Investments, Inc	66.61K	Mar 31, 26	-68.71K	0.18%
Lido Advisors, LLC	65.66K	Mar 31, 26	+2.85K	0.17%
TCG Advisory Services, LLC	64.80K	Mar 31, 26	-20.67K	0.17%
Altrius Capital Management Inc	64.72K	Mar 31, 26	-5.37K	0.17%
Kovack Advisors, Inc.	62.99K	Mar 31, 26	+9.32K	0.17%
Segment Wealth Management, LLC	62.40K	Mar 31, 26	-2.75K	0.16%
Sound Stewardship, LLC	59.65K	Mar 31, 26	+4.34K	0.16%
Cambridge Investment Research Advisors, Inc.	58.24K	Mar 31, 26	+25.58K	0.15%
MML INVESTORS SERVICES, LLC	54.76K	Mar 31, 26	-7.77K	0.14%
Integrated Wealth Concepts LLC	53.58K	Mar 31, 26	-61	0.14%
Brookstone Capital Management	49.71K	Mar 31, 26	+5.31K	0.13%
ENVESTNET ASSET MANAGEMENT INC	48.79K	Mar 31, 26	+1.81K	0.13%
AA Financial Advisors, LLC	46.12K	Mar 31, 26	+7.14K	0.12%
Hennion & Walsh Asset Management, Inc.	45.26K	Mar 31, 26	-11.63K	0.12%
Vantage Point Financial LLC	43.73K	Mar 31, 26	-599	0.12%
Leo Wealth, LLC	42.38K	Mar 31, 26	+318	0.11%
BROWN ADVISORY INC	42.05K	Mar 31, 26	+1.10K	0.11%
Northwest Bancshares, Inc.	41.99K	Mar 31, 26	-315	0.11%
Key FInancial Inc	40.70K	Mar 31, 26	+6.92K	0.11%
Carnegie Capital Asset Management, LLC	36.02K	Mar 31, 26	-4.10K	0.09%
Astoria Portfolio Advisors LLC.	33.20K	Mar 31, 26	-18	0.09%
Axim Planning & Wealth	32.58K	Mar 31, 26	-395	0.09%
Ballew Advisors, Inc	31.40K	Mar 31, 26	--	0.08%
BXM Wealth LLC	31.17K	Mar 31, 26	+3.31K	0.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	29.69K	Mar 31, 26	-3.71K	0.08%
Stablepoint Partners, LLC	29.62K	Mar 31, 26	+29.62K	0.08%
Meriwether Wealth & Planning, LLC	29.39K	Mar 31, 26	-235	0.08%
Net Worth Advisory Group	28.07K	Mar 31, 26	+1.22K	0.07%
NFP Retirement, Inc.	27.27K	Mar 31, 26	+2.63K	0.07%
Valtinson Bruner Financial Planning LLC	27.26K	Mar 31, 26	+2.25K	0.07%
Clearstead Advisors, LLC	27.20K	Mar 31, 26	-2.74K	0.07%
Private Advisory Group LLC	27.08K	Mar 31, 26	+1.98K	0.07%
AlphaStar Capital Management, LLC	26.52K	Mar 31, 26	+3.90K	0.07%
HB Wealth Management, LLC	26.12K	Mar 31, 26	-10	0.07%
Allworth Financial LP	26.01K	Mar 31, 26	+7.25K	0.07%
Ausdal Financial Partners, Inc.	25.46K	Mar 31, 26	+14.57K	0.07%
Gradient Investments LLC	24.71K	Mar 31, 26	-3.21K	0.06%
Vermillion & White Wealth Management Group, LLC	23.80K	Mar 31, 26	+72	0.06%
Steward Partners Investment Advisory, LLC	23.66K	Mar 31, 26	-20.74K	0.06%
Atlantic Union Bankshares Corp	23.50K	Mar 31, 26	-2.06K	0.06%
Koss-Olinger Consulting, LLC	22.87K	Mar 31, 26	+4.92K	0.06%
Quad-Cities Investment Group, LLC	22.57K	Mar 31, 26	+203	0.06%
INDEPENDENT FINANCIAL GROUP, LLC	21.14K	Mar 31, 26	+2.61K	0.06%
Anchor Investment Management, LLC	20.99K	Mar 31, 26	+2.00K	0.06%
Topsail Wealth Management, LLC	20.33K	Mar 31, 26	--	0.05%
MGO ONE SEVEN LLC	19.94K	Mar 31, 26	-1.62K	0.05%
Geneos Wealth Management Inc.	19.93K	Mar 31, 26	+1.16K	0.05%
Equitable Holdings, Inc.	19.91K	Mar 31, 26	-14.47K	0.05%
4Thought Financial Group Inc.	19.14K	Mar 31, 26	-431	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.42K	Mar 31, 26	-19.60K	0.05%
OPPENHEIMER & CO INC	17.95K	Mar 31, 26	-24	0.05%
OLD MISSION CAPITAL LLC	17.86K	Mar 31, 26	-130.52K	0.05%
Beacon Pointe Advisors, LLC	17.79K	Mar 31, 26	-440	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.25K	Mar 31, 26	+16.25K	0.04%
Farther Finance Advisors, LLC	15.61K	Mar 31, 26	-4.57K	0.04%
VestGen Advisors, LLC	15.55K	Mar 31, 26	+3.09K	0.04%
VOISARD ASSET MANAGEMENT GROUP, INC.	15.48K	Mar 31, 26	+6.35K	0.04%
Dynamic Advisor Solutions LLC	15.03K	Mar 31, 26	+160	0.04%
Tassel Capital Management, Inc.	14.66K	Mar 31, 26	+3.69K	0.04%
CRA Financial Services, LLC	14.20K	Mar 31, 26	+14.20K	0.04%
EVEXIA WEALTH LLC	14.19K	Mar 31, 26	+1.83K	0.04%
Arete Wealth Advisors, LLC	13.50K	Mar 31, 26	--	0.04%
WESPAC Advisors, LLC	12.52K	Mar 31, 26	--	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	12.24K	Mar 31, 26	+12.24K	0.03%
Wealth Quarterback LLC	11.81K	Mar 31, 26	+1.60K	0.03%
Insight Wealth Partners, LLC	11.20K	Mar 31, 26	+224	0.03%
Alaska Wealth Advisors	10.96K	Mar 31, 26	+144	0.03%
Nautilus Advisors LLC	10.10K	Mar 31, 26	+10.10K	0.03%
Creative Planning	9.67K	Mar 31, 26	+157	0.03%
HARBOUR INVESTMENTS, INC.	9.34K	Mar 31, 26	--	0.02%
Capital Analysts, LLC	9.20K	Mar 31, 26	+18	0.02%
GPM Growth Investors, Inc.	9.11K	Mar 31, 26	-5.07K	0.02%
WFA of San Diego, LLC	8.20K	Mar 31, 26	--	0.02%
EXCEL SECURITIES & ASSOCIATES, INC.	7.74K	Mar 31, 26	--	0.02%
IFP Advisors, Inc	7.28K	Mar 31, 26	+2.79K	0.02%
Alaska Permanent Capital Management	5.42K	Mar 31, 26	+72	0.01%
PRIVATE TRUST CO NA	5.18K	Mar 31, 26	--	0.01%
HORIZON FINANCIAL SERVICES, LLC	4.88K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	3.44K	Mar 31, 26	+3.44K	0.01%
Asset Dedication, LLC	2.87K	Mar 31, 26	+882	0.01%
ALERUS FINANCIAL NA	2.79K	Mar 31, 26	--	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.46K	Mar 31, 26	--	0.01%
Migdal Insurance & Financial Holdings Ltd.	2.43K	Mar 31, 26	+2.43K	0.01%
CoreCap Advisors, LLC	2.29K	Mar 31, 26	--	0.01%
Rialto Wealth Management, LLC	2.21K	Mar 31, 26	--	0.01%
United Community Bank	2.20K	Mar 31, 26	+2.20K	0.01%
CX Institutional	2.19K	Mar 31, 26	+29	0.01%
BANK OF MONTREAL /CAN/	2.16K	Mar 31, 26	+2.16K	0.01%
IFG Advisory, LLC	2.12K	Mar 31, 26	+2.12K	0.01%
Western Wealth Management, LLC	2.00K	Mar 31, 26	+2.00K	0.01%
RICHARDS, MERRILL & PETERSON, INC.	1.89K	Mar 31, 26	--	0.00%
IMA Wealth, Inc.	1.86K	Mar 31, 26	+8	0.00%
WOLFF WIESE MAGANA LLC	1.45K	Mar 31, 26	--	0.00%
Imprint Wealth LLC	1.40K	Mar 31, 26	--	0.00%
BlackRock, Inc.	1.16K	Mar 31, 26	--	0.00%
GAMMA Investing LLC	1.13K	Mar 31, 26	-11	0.00%
Bradley & Co. Private Wealth Management, LLC	670	Mar 31, 26	--	0.00%
Sarver Vrooman Wealth Advisors	645	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	600	Mar 31, 26	+600	0.00%
CBIZ Investment Advisory Services, LLC	514	Mar 31, 26	+7	0.00%
Aptus Capital Advisors, LLC	419	Mar 31, 26	-1.11K	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	419	Mar 31, 26	+419	0.00%
Aspect Partners, LLC	274	Mar 31, 26	--	0.00%
Community Financial Services Group, LLC	125	Mar 31, 26	+125	0.00%
AE Wealth Management LLC	80	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	27	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	--	Mar 31, 26	-448	--
Colony Group, LLC	--	Mar 31, 26	-58.62K	--
FMR LLC	--	Mar 31, 26	-1.74K	--
Cloud Capital Management, LLC	--	Mar 31, 26	-22.47K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-33.39K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-33.12K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-76.69K	--
ROVIN CAPITAL /UT/ /ADV	338.31K	Dec 31, 25	+28.20K	0.89%
COMERICA BANK	14.84K	Dec 31, 25	--	0.04%
Nalls Sherbakoff Group, LLC	8.60K	Dec 31, 25	-1.36K	0.02%
Kaye Capital Management	223.35K	Jun 30, 25	+136.24K	0.59%
Tyler-Stone Wealth Management	139.17K	Jun 30, 25	+14.85K	0.37%
SUMMIT INVESTMENT ADVISORS, INC.	114.48K	Jun 30, 25	+7.48K	0.30%
Orion Portfolio Solutions, LLC	66.08K	Mar 31, 25	+3.43K	0.17%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-2.03K	--
RAYMOND JAMES & ASSOCIATES	74.60K	Sep 30, 24	+17.21K	0.20%
Raymond James Financial Services Advisors, Inc.	25.09K	Sep 30, 24	+4.79K	0.07%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.15K	Jun 30, 24	+496	0.01%
Cetera Advisors LLC	230.44K	Mar 31, 24	+25.37K	0.61%
Cetera Advisor Networks LLC	24.79K	Mar 31, 24	+13.19K	0.07%
Harrison & Co Wealth Management, LLC	107.82K	Dec 31, 22	+2.69K	0.28%
Beaumont Financial Partners, LLC	14.22K	Sep 30, 22	+269	0.04%

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Holder

Date

Change

% Held

Mirador Capital Partners LP

2.25M

Mar 31, 26

+131.53K

5.92%

LPL Financial LLC

1.98M

Mar 31, 26

+116.52K

5.20%

Cetera Investment Advisers

1.61M

Mar 31, 26

+210.15K

4.24%

RAYMOND JAMES FINANCIAL INC

1.36M

Mar 31, 26

+554.32K

3.57%

WELLS FARGO & COMPANY/MN

1.18M

Mar 31, 26

+167.10K

3.10%

MORGAN STANLEY

1.11M

Mar 31, 26

-26.90K

2.92%

Larson Financial Group LLC

959.60K

Mar 31, 26

-5.53K

2.52%

Ashton Thomas Private Wealth, LLC

766.47K

Mar 31, 26

+325.86K

2.02%

ADVISOR GROUP HOLDINGS, INC.

662.46K

Mar 31, 26

+284.41K

1.74%

MERCER GLOBAL ADVISORS INC /ADV

617.62K

Mar 31, 26

+174.74K

1.62%

UBS Group AG

583.00K

Mar 31, 26

+29.18K

1.53%

BANK OF AMERICA CORP /DE/

536.74K

Mar 31, 26

+321.69K

1.41%

CAPTRUST FINANCIAL ADVISORS

491.54K

Mar 31, 26

+35.37K

1.29%

Advisory Alpha, LLC

432.13K

Mar 31, 26

+41.75K

1.14%

Ironwood Financial, llc

366.05K

Mar 31, 26

-4.29K

0.96%

SFE Investment Counsel

360.23K

Mar 31, 26

+7.84K

0.95%

Intrua Financial, LLC

350.57K

Mar 31, 26

+33.04K

0.92%

BANTA ASSET MANAGEMENT LP

326.92K

Mar 31, 26

+16.00K

0.86%

Verity Asset Management, Inc.

317.78K

Mar 31, 26

+317.78K

0.84%

COMMONWEALTH EQUITY SERVICES, LLC

311.98K

Mar 31, 26

+17.75K

0.82%

Matthew Goff Investment Advisor, LLC

303.17K

Mar 31, 26

+303.17K

0.80%

COLLECTIVE FAMILY OFFICE LLC

294.17K

Mar 31, 26

+52.74K

0.77%

Accurate Wealth Management, LLC

271.00K

Mar 31, 26

+174.52K

0.71%

Modern Wealth Management, LLC

268.33K

Mar 31, 26

+8.37K

0.71%

OLD SECOND NATIONAL BANK OF AURORA

260.61K

Mar 31, 26

+260.61K

0.69%

CHATHAM CAPITAL GROUP, INC.

252.88K

Mar 31, 26

+243.98K

0.67%

AMERIPRISE FINANCIAL INC

196.93K

Mar 31, 26

+21.95K

0.52%

Oder Investment Management, LLC

189.09K

Mar 31, 26

+11.70K

0.50%

HOWARD WEALTH MANAGEMENT, LLC

186.90K

Mar 31, 26

+13.84K

0.49%

JONES FINANCIAL COMPANIES LLLP

176.29K

Mar 31, 26

+10.45K

0.46%

Prospera Financial Services Inc

159.92K

Mar 31, 26

+2.97K

0.42%

River Street Advisors LLC

141.94K

Mar 31, 26

+141.94K

0.37%

Kestra Advisory Services, LLC

132.98K

Mar 31, 26

+8.46K

0.35%

Pacific Wealth Strategies Group, Inc.

131.24K

Mar 31, 26

+15.05K

0.35%

Glass Jacobson Investment Advisors llc

131.05K

Mar 31, 26

+20.69K

0.34%

Foundations Investment Advisors, LLC

128.93K

Mar 31, 26

+65.66K

0.34%

Tower Research Capital LLC (TRC)

123.47K

Mar 31, 26

-12.77K

0.32%

Horizons Wealth Management

123.18K

Mar 31, 26

+1.10K

0.32%

Independent Advisor Alliance

121.65K

Mar 31, 26

+121.65K

0.32%

Invesco Ltd.

111.80K

Mar 31, 26

-6.84K

0.29%

STIFEL FINANCIAL CORP

108.14K

Mar 31, 26

-2.40K

0.28%

Bright Futures Wealth Management, LLC.

107.74K

Mar 31, 26

0.28%

Atomi Financial Group, Inc.

104.66K

Mar 31, 26

-2.27K

0.28%

JANE STREET GROUP, LLC

98.00K

Mar 31, 26

-64.29K

0.26%

Private Advisor Group, LLC

91.69K

Mar 31, 26

+7.95K

0.24%

NewEdge Advisors, LLC

84.66K

Mar 31, 26

+7.20K

0.22%

ROYAL BANK OF CANADA

84.44K

Mar 31, 26

-6.99K

0.22%

Paradiem, LLC

81.00K

Mar 31, 26

-16.85K

0.21%

CWM, LLC

78.57K

Mar 31, 26

-7.00K

0.21%

Mariner, LLC

77.71K

Mar 31, 26

-55.75K

0.20%

S.E.E.D. Planning Group LLC

75.32K

Mar 31, 26

+1.20K

0.20%

CITADEL ADVISORS LLC

73.52K

Mar 31, 26

+9.45K

0.19%

LBMC INVESTMENT ADVISORS, LLC

71.05K

Mar 31, 26

+71.05K

0.19%

Legacy Financial Group LLC

69.80K

Mar 31, 26

-300

0.18%

Atria Investments, Inc

66.61K

Mar 31, 26

-68.71K

0.18%

Lido Advisors, LLC

65.66K

Mar 31, 26

+2.85K

0.17%

TCG Advisory Services, LLC

64.80K

Mar 31, 26

-20.67K

0.17%

Altrius Capital Management Inc

64.72K

Mar 31, 26

-5.37K

0.17%

Kovack Advisors, Inc.

62.99K

Mar 31, 26

+9.32K

0.17%

Segment Wealth Management, LLC

62.40K

Mar 31, 26

-2.75K

0.16%

Sound Stewardship, LLC

59.65K

Mar 31, 26

+4.34K

0.16%

Cambridge Investment Research Advisors, Inc.

58.24K

Mar 31, 26

+25.58K

0.15%

MML INVESTORS SERVICES, LLC

54.76K

Mar 31, 26

-7.77K

0.14%

Integrated Wealth Concepts LLC

53.58K

Mar 31, 26

-61

0.14%

Brookstone Capital Management

49.71K

Mar 31, 26

+5.31K

0.13%

ENVESTNET ASSET MANAGEMENT INC

48.79K

Mar 31, 26

+1.81K

0.13%

AA Financial Advisors, LLC

46.12K

Mar 31, 26

+7.14K

0.12%

Hennion & Walsh Asset Management, Inc.

45.26K

Mar 31, 26

-11.63K

0.12%

Vantage Point Financial LLC

43.73K

Mar 31, 26

-599

0.12%

Leo Wealth, LLC

42.38K

Mar 31, 26

+318

0.11%

BROWN ADVISORY INC

42.05K

Mar 31, 26

+1.10K

0.11%

Northwest Bancshares, Inc.

41.99K

Mar 31, 26

-315

0.11%

Key FInancial Inc

40.70K

Mar 31, 26

+6.92K

0.11%

Carnegie Capital Asset Management, LLC

36.02K

Mar 31, 26

-4.10K

0.09%

Astoria Portfolio Advisors LLC.

33.20K

Mar 31, 26

-18

0.09%

Axim Planning & Wealth

32.58K

Mar 31, 26

-395

0.09%

Ballew Advisors, Inc

31.40K

Mar 31, 26

0.08%

BXM Wealth LLC

31.17K

Mar 31, 26

+3.31K

0.08%

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

29.69K

Mar 31, 26

-3.71K

0.08%

Stablepoint Partners, LLC

29.62K

Mar 31, 26

+29.62K

0.08%

Meriwether Wealth & Planning, LLC

29.39K

Mar 31, 26

-235

0.08%

Net Worth Advisory Group

28.07K

Mar 31, 26

+1.22K

0.07%

NFP Retirement, Inc.

27.27K

Mar 31, 26

+2.63K

0.07%

Valtinson Bruner Financial Planning LLC

27.26K

Mar 31, 26

+2.25K

0.07%

Clearstead Advisors, LLC

27.20K

Mar 31, 26

-2.74K

0.07%

Private Advisory Group LLC

27.08K

Mar 31, 26

+1.98K

0.07%

AlphaStar Capital Management, LLC

26.52K

Mar 31, 26

+3.90K

0.07%

HB Wealth Management, LLC

26.12K

Mar 31, 26

-10

0.07%

Allworth Financial LP

26.01K

Mar 31, 26

+7.25K

0.07%

Ausdal Financial Partners, Inc.

25.46K

Mar 31, 26

+14.57K

0.07%

Gradient Investments LLC

24.71K

Mar 31, 26

-3.21K

0.06%

Vermillion & White Wealth Management Group, LLC

23.80K

Mar 31, 26

+72

0.06%

Steward Partners Investment Advisory, LLC

23.66K

Mar 31, 26

-20.74K

0.06%

Atlantic Union Bankshares Corp

23.50K

Mar 31, 26

-2.06K

0.06%

Koss-Olinger Consulting, LLC

22.87K

Mar 31, 26

+4.92K

0.06%

Quad-Cities Investment Group, LLC

22.57K

Mar 31, 26

+203

0.06%

INDEPENDENT FINANCIAL GROUP, LLC

21.14K

Mar 31, 26

+2.61K

0.06%

Anchor Investment Management, LLC

20.99K

Mar 31, 26

+2.00K

0.06%

Topsail Wealth Management, LLC

20.33K

Mar 31, 26

0.05%

MGO ONE SEVEN LLC

19.94K

Mar 31, 26

-1.62K

0.05%

Geneos Wealth Management Inc.

19.93K

Mar 31, 26

+1.16K

0.05%

Equitable Holdings, Inc.

19.91K

Mar 31, 26

-14.47K

0.05%

4Thought Financial Group Inc.

19.14K

Mar 31, 26

-431

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

18.42K

Mar 31, 26

-19.60K

0.05%

OPPENHEIMER & CO INC

17.95K

Mar 31, 26

-24

0.05%

OLD MISSION CAPITAL LLC

17.86K

Mar 31, 26

-130.52K

0.05%

Beacon Pointe Advisors, LLC

17.79K

Mar 31, 26

-440

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.25K

Mar 31, 26

+16.25K

0.04%

Farther Finance Advisors, LLC

15.61K

Mar 31, 26

-4.57K

0.04%

VestGen Advisors, LLC

15.55K

Mar 31, 26

+3.09K

0.04%

VOISARD ASSET MANAGEMENT GROUP, INC.

15.48K

Mar 31, 26

+6.35K

0.04%

Dynamic Advisor Solutions LLC

15.03K

Mar 31, 26

+160

0.04%

Tassel Capital Management, Inc.

14.66K

Mar 31, 26

+3.69K

0.04%

CRA Financial Services, LLC

14.20K

Mar 31, 26

+14.20K

0.04%

EVEXIA WEALTH LLC

14.19K

Mar 31, 26

+1.83K

0.04%

Arete Wealth Advisors, LLC

13.50K

Mar 31, 26

0.04%

WESPAC Advisors, LLC

12.52K

Mar 31, 26

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

12.24K

Mar 31, 26

+12.24K

0.03%

Wealth Quarterback LLC

11.81K

Mar 31, 26

+1.60K

0.03%

Insight Wealth Partners, LLC

11.20K

Mar 31, 26

+224

0.03%

Alaska Wealth Advisors

10.96K

Mar 31, 26

+144

0.03%

Nautilus Advisors LLC

10.10K

Mar 31, 26

+10.10K

0.03%

Creative Planning

9.67K

Mar 31, 26

+157

0.03%

HARBOUR INVESTMENTS, INC.

9.34K

Mar 31, 26

0.02%

Capital Analysts, LLC

9.20K

Mar 31, 26

+18

0.02%

GPM Growth Investors, Inc.

9.11K

Mar 31, 26

-5.07K

0.02%

WFA of San Diego, LLC

8.20K

Mar 31, 26

0.02%

EXCEL SECURITIES & ASSOCIATES, INC.

7.74K

Mar 31, 26

0.02%

IFP Advisors, Inc

7.28K

Mar 31, 26

+2.79K

0.02%

Alaska Permanent Capital Management

5.42K

Mar 31, 26

+72

0.01%

PRIVATE TRUST CO NA

5.18K

Mar 31, 26

0.01%

HORIZON FINANCIAL SERVICES, LLC

4.88K

Mar 31, 26

0.01%

Advisory Services Network, LLC

3.44K

Mar 31, 26

+3.44K

0.01%

Asset Dedication, LLC

2.87K

Mar 31, 26

+882

0.01%

ALERUS FINANCIAL NA

2.79K

Mar 31, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.46K

Mar 31, 26

0.01%

Migdal Insurance & Financial Holdings Ltd.

2.43K

Mar 31, 26

+2.43K

0.01%

CoreCap Advisors, LLC

2.29K

Mar 31, 26

0.01%

Rialto Wealth Management, LLC

2.21K

Mar 31, 26

0.01%

United Community Bank

2.20K

Mar 31, 26

+2.20K

0.01%

CX Institutional

2.19K

Mar 31, 26

+29

0.01%

BANK OF MONTREAL /CAN/

2.16K

Mar 31, 26

+2.16K

0.01%

IFG Advisory, LLC

2.12K

Mar 31, 26

+2.12K

0.01%

Western Wealth Management, LLC

2.00K

Mar 31, 26

+2.00K

0.01%

RICHARDS, MERRILL & PETERSON, INC.

1.89K

Mar 31, 26

0.00%

IMA Wealth, Inc.

1.86K

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

1.45K

Mar 31, 26

0.00%

Imprint Wealth LLC

1.40K

Mar 31, 26

0.00%

BlackRock, Inc.

1.16K

Mar 31, 26

0.00%

GAMMA Investing LLC

1.13K

Mar 31, 26

-11

0.00%

Bradley & Co. Private Wealth Management, LLC

670

Mar 31, 26

0.00%

Sarver Vrooman Wealth Advisors

645

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

600

Mar 31, 26

+600

0.00%

CBIZ Investment Advisory Services, LLC

514

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

419

Mar 31, 26

-1.11K

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

419

Mar 31, 26

+419

0.00%

Aspect Partners, LLC

274

Mar 31, 26

0.00%

Community Financial Services Group, LLC

125

Mar 31, 26

+125

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

-448

Colony Group, LLC

Mar 31, 26

-58.62K

FMR LLC

Mar 31, 26

-1.74K

Cloud Capital Management, LLC

Mar 31, 26

-22.47K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-33.39K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-33.12K

Brinker Capital Investments, LLC

Mar 31, 26

-76.69K

ROVIN CAPITAL /UT/ /ADV

338.31K

Dec 31, 25

+28.20K

0.89%

COMERICA BANK

14.84K

Dec 31, 25

0.04%

Nalls Sherbakoff Group, LLC

8.60K

Dec 31, 25

-1.36K

0.02%

Kaye Capital Management

223.35K

Jun 30, 25

+136.24K

0.59%

Tyler-Stone Wealth Management

139.17K

Jun 30, 25

+14.85K

0.37%

SUMMIT INVESTMENT ADVISORS, INC.

114.48K

Jun 30, 25

+7.48K

0.30%

Orion Portfolio Solutions, LLC

66.08K

Mar 31, 25

+3.43K

0.17%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2.03K

RAYMOND JAMES & ASSOCIATES

74.60K

Sep 30, 24

+17.21K

0.20%

Raymond James Financial Services Advisors, Inc.

25.09K

Sep 30, 24

+4.79K

0.07%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.15K

Jun 30, 24

+496

0.01%

Cetera Advisors LLC

230.44K

Mar 31, 24

+25.37K

0.61%

Cetera Advisor Networks LLC

24.79K

Mar 31, 24

+13.19K

0.07%

Harrison & Co Wealth Management, LLC

107.82K

Dec 31, 22

+2.69K

0.28%

Beaumont Financial Partners, LLC

14.22K

Sep 30, 22

+269

0.04%