How do I set a price alert for BSJS?

To set a BSJS price alert on Stock Alarm Pro, navigate to the BSJS quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for BSJS?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for BSJS. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for BSJS?

Stock Alarm Pro supports over 125 trigger types for BSJS: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about BSJS price changes?

BSJS alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for BSJS alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for BSJS and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

BSJS Institutional Ownership & 13F Filings

Invesco BulletShares 2028 High Yield Corporate Bond ETF(BSJS)

$21.46—Stale · unknown old

WatchlistAsk SA Chart

Invesco BulletShares 2028 High Yield Corporate Bond ETF(BSJS)

NASDAQ • Last print unknown agoAbout this data

$21.46—Stale · unknown old

WatchlistAsk SA Chart Studio

BSJS(BSJS)

BSJS

Institutional Ownership

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 167 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	2.58M	Jun 30, 26	+242.22K	7.99%
RAYMOND JAMES FINANCIAL INC	1.48M	Jun 30, 26	-127.47K	4.59%
MORGAN STANLEY	1.25M	Jun 30, 26	+48.70K	3.87%
WELLS FARGO & COMPANY/MN	1.24M	Jun 30, 26	+57.58K	3.83%
Cetera Investment Advisers	873.93K	Jun 30, 26	+118.36K	2.70%
ADVISOR GROUP HOLDINGS, INC.	726.89K	Jun 30, 26	+133.71K	2.25%
MERCER GLOBAL ADVISORS INC /ADV	629.70K	Jun 30, 26	+56.97K	1.95%
Mirador Capital Partners LP	560.92K	Jun 30, 26	+537.63K	1.73%
CAPTRUST FINANCIAL ADVISORS	550.10K	Jun 30, 26	+50.67K	1.70%
Ashton Thomas Private Wealth, LLC	543.80K	Jun 30, 26	+14.40K	1.68%
TCG Advisory Services, LLC	514.18K	Jun 30, 26	+21.05K	1.59%
Parkway Wealth Management Group, LLC	467.84K	Jun 30, 26	+2.81K	1.45%
UBS Group AG	454.11K	Jun 30, 26	-136.12K	1.40%
SFE Investment Counsel	390.76K	Jun 30, 26	+6.76K	1.21%
BANTA ASSET MANAGEMENT LP	333.37K	Jun 30, 26	+1.85K	1.03%
Advisory Alpha, LLC	327.10K	Jun 30, 26	+24.93K	1.01%
Verity Asset Management, Inc.	313.39K	Jun 30, 26	+61.96K	0.97%
COMMONWEALTH EQUITY SERVICES, LLC	304.27K	Jun 30, 26	+11.14K	0.94%
AMERIPRISE FINANCIAL INC	304.23K	Jun 30, 26	+34.12K	0.94%
GPM Growth Investors, Inc.	239.45K	Jun 30, 26	-15.63K	0.74%
ENVESTNET ASSET MANAGEMENT INC	235.73K	Jun 30, 26	+9.00K	0.73%
JONES FINANCIAL COMPANIES LLLP	235.15K	Jun 30, 26	+16.52K	0.73%
MML INVESTORS SERVICES, LLC	230.71K	Jun 30, 26	+52.54K	0.71%
JANE STREET GROUP, LLC	214.54K	Jun 30, 26	+184.14K	0.66%
HOWARD WEALTH MANAGEMENT, LLC	208.43K	Jun 30, 26	+23.71K	0.64%
BANK OF AMERICA CORP /DE/	205.06K	Jun 30, 26	+28.50K	0.63%
ROYAL BANK OF CANADA	200.40K	Jun 30, 26	-50.24K	0.62%
Intrua Financial, LLC	184.34K	Jun 30, 26	+128.73K	0.57%
Kinetic Wealth Investment Advisors LLC	182.77K	Jun 30, 26	+182.77K	0.57%
Tower Research Capital LLC (TRC)	178.22K	Jun 30, 26	+86.48K	0.55%
Pacific Wealth Strategies Group, Inc.	157.60K	Jun 30, 26	+38.73K	0.49%
Prospera Financial Services Inc	152.57K	Jun 30, 26	+463	0.47%
Oder Investment Management, LLC	135.90K	Jun 30, 26	+19.82K	0.42%
Equitable Holdings, Inc.	121.24K	Jun 30, 26	-67.52K	0.37%
LBMC INVESTMENT ADVISORS, LLC	111.95K	Jun 30, 26	+39	0.35%
Strait & Sound Wealth Management LLC	109.85K	Jun 30, 26	+16.29K	0.34%
Turning Point Benefit Group, Inc.	108.84K	Jun 30, 26	+43.30K	0.34%
Ironwood Financial, llc	103.58K	Jun 30, 26	-2.07K	0.32%
STIFEL FINANCIAL CORP	103.22K	Jun 30, 26	+2.50K	0.32%
Invesco Ltd.	93.83K	Jun 30, 26	-9.80K	0.29%
S.E.E.D. Planning Group LLC	93.61K	Jun 30, 26	+16.08K	0.29%
Glass Jacobson Investment Advisors llc	85.99K	Jun 30, 26	+24.02K	0.27%
Hennion & Walsh Asset Management, Inc.	85.55K	Jun 30, 26	-4.73K	0.26%
NewEdge Advisors, LLC	74.83K	Jun 30, 26	+2.37K	0.23%
Atomi Financial Group, Inc.	74.17K	Jun 30, 26	+244	0.23%
Cambridge Investment Research Advisors, Inc.	73.98K	Jun 30, 26	-15.09K	0.23%
Independent Wealth Advisors LLC	71.28K	Jun 30, 26	+3.19K	0.22%
FCA CORP /TX	69.27K	Jun 30, 26	+11.82K	0.21%
EXCEL SECURITIES & ASSOCIATES, INC.	69.20K	Jun 30, 26	+90	0.21%
Ark Wealth Advisors LLC	68.97K	Jun 30, 26	-8.49K	0.21%
Sound Stewardship, LLC	65.39K	Jun 30, 26	+2.38K	0.20%
Accurate Wealth Management, LLC	57.50K	Jun 30, 26	+41.30K	0.18%
Foundations Investment Advisors, LLC	57.03K	Jun 30, 26	+113	0.18%
SHUFRO ROSE & CO LLC	56.40K	Jun 30, 26	+21.50K	0.17%
HARBOUR INVESTMENTS, INC.	56.20K	Jun 30, 26	--	0.17%
Altium Investment Strategies LLC	54.67K	Jun 30, 26	+38.48K	0.17%
Segment Wealth Management, LLC	53.59K	Jun 30, 26	-525	0.17%
Kestra Advisory Services, LLC	52.87K	Jun 30, 26	+40.16K	0.16%
Private Advisor Group, LLC	51.34K	Jun 30, 26	+12.76K	0.16%
CITADEL ADVISORS LLC	48.99K	Jun 30, 26	-19.22K	0.15%
Sidoxia Capital Management, LLC	48.26K	Jun 30, 26	+8.78K	0.15%
Legacy Financial Group LLC	46.33K	Jun 30, 26	+3.29K	0.14%
Vantage Point Financial LLC	42.36K	Jun 30, 26	+724	0.13%
Steward Partners Investment Advisory, LLC	42.10K	Jun 30, 26	-49.21K	0.13%
Wagner Wealth Management, Corp	41.69K	Jun 30, 26	+3.73K	0.13%
Altrius Capital Management Inc	40.61K	Jun 30, 26	-1.65K	0.13%
OLD MISSION CAPITAL LLC	40.24K	Jun 30, 26	-152.65K	0.12%
Integrated Wealth Concepts LLC	39.55K	Jun 30, 26	+1.38K	0.12%
BROWN ADVISORY INC	38.38K	Jun 30, 26	--	0.12%
AA Financial Advisors, LLC	37.76K	Jun 30, 26	+4.67K	0.12%
Clearstead Advisors, LLC	36.62K	Jun 30, 26	-326	0.11%
Brookstone Capital Management	36.03K	Jun 30, 26	-3.91K	0.11%
Farnam Financial LLC	34.72K	Jun 30, 26	+34.72K	0.11%
Larson Financial Group LLC	34.53K	Jun 30, 26	+13.62K	0.11%
Kovack Advisors, Inc.	34.11K	Jun 30, 26	-4.28K	0.11%
Astoria Portfolio Advisors LLC.	33.90K	Jun 30, 26	-260	0.10%
Quad-Cities Investment Group, LLC	33.32K	Jun 30, 26	+19.35K	0.10%
Key FInancial Inc	31.46K	Jun 30, 26	+3.18K	0.10%
Axim Planning & Wealth	31.22K	Jun 30, 26	-1.52K	0.10%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	29.09K	Jun 30, 26	-1.77K	0.09%
NFP Retirement, Inc.	28.89K	Jun 30, 26	+13.76K	0.09%
Private Advisory Group LLC	28.85K	Jun 30, 26	+345	0.09%
INDEPENDENT FINANCIAL GROUP, LLC	27.84K	Jun 30, 26	+4.65K	0.09%
Ballew Advisors, Inc	25.32K	Jun 30, 26	--	0.08%
Vermillion & White Wealth Management Group, LLC	24.74K	Jun 30, 26	+255	0.08%
Kraft, Davis & Associates, LLC	24.07K	Jun 30, 26	+26	0.07%
Valtinson Bruner Financial Planning LLC	23.36K	Jun 30, 26	+106	0.07%
VestGen Advisors, LLC	23.17K	Jun 30, 26	+2.02K	0.07%
Topsail Wealth Management, LLC	22.60K	Jun 30, 26	--	0.07%
Meriwether Wealth & Planning, LLC	22.26K	Jun 30, 26	--	0.07%
AlphaStar Capital Management, LLC	22.23K	Jun 30, 26	+304	0.07%
Koss-Olinger Consulting, LLC	22.09K	Jun 30, 26	+325	0.07%
Carnegie Capital Asset Management, LLC	21.70K	Jun 30, 26	-9.18K	0.07%
4Thought Financial Group Inc.	20.66K	Jun 30, 26	+951	0.06%
Net Worth Advisory Group	19.35K	Jun 30, 26	-8.86K	0.06%
Tassel Capital Management, Inc.	18.86K	Jun 30, 26	+4.27K	0.06%
Ledgewood Wealth Advisors, LLC	18.84K	Jun 30, 26	+93	0.06%
MGO ONE SEVEN LLC	18.17K	Jun 30, 26	+2.83K	0.06%
OPPENHEIMER & CO INC	17.09K	Jun 30, 26	-252	0.05%
Farther Finance Advisors, LLC	16.69K	Jun 30, 26	+296	0.05%
J.W. COLE ADVISORS, INC.	16.25K	Jun 30, 26	+16.25K	0.05%
Alaska Wealth Advisors	15.34K	Jun 30, 26	+230	0.05%
BXM Wealth LLC	15.14K	Jun 30, 26	+3.14K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.78K	Jun 30, 26	-10.35K	0.05%
Beacon Pointe Advisors, LLC	14.71K	Jun 30, 26	--	0.05%
IFG Advisory, LLC	14.46K	Jun 30, 26	+14.06K	0.04%
Capital Analysts, LLC	13.70K	Jun 30, 26	+23	0.04%
Geneos Wealth Management Inc.	13.56K	Jun 30, 26	--	0.04%
Wealth Quarterback LLC	13.15K	Jun 30, 26	+1.43K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	12.40K	Jun 30, 26	+3.15K	0.04%
Dynamic Advisor Solutions LLC	11.65K	Jun 30, 26	+11.65K	0.04%
NewCorp Financial Services, Inc.	10.43K	Jun 30, 26	+496	0.03%
Asset Dedication, LLC	10.32K	Jun 30, 26	-2.28K	0.03%
Cambridge Financial Group, LLC	10.32K	Jun 30, 26	-2.28K	0.03%
Anchor Investment Management, LLC	10.03K	Jun 30, 26	+1.50K	0.03%
Savvy Advisors, Inc.	9.72K	Jun 30, 26	+9.72K	0.03%
Vista Private Wealth Partners. LLC	9.45K	Jun 30, 26	+9.45K	0.03%
Janney Montgomery Scott LLC	9.36K	Jun 30, 26	+9.36K	0.03%
MONECO Advisors, LLC	9.20K	Jun 30, 26	-1.35K	0.03%
Keating Financial Advisory Services, Inc.	7.76K	Jun 30, 26	+7	0.02%
Alaska Permanent Capital Management	7.37K	Jun 30, 26	+110	0.02%
AdvisorNet Financial, Inc	5.78K	Jun 30, 26	+2.95K	0.02%
WOLFF WIESE MAGANA LLC	2.89K	Jun 30, 26	+687	0.01%
IFP Advisors, Inc	2.88K	Jun 30, 26	+1.58K	0.01%
Nalls Sherbakoff Group, LLC	2.46K	Jun 30, 26	+26	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.05K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.81K	Jun 30, 26	+1.81K	0.01%
Imprint Wealth LLC	1.43K	Jun 30, 26	--	0.00%
CX Institutional	1.37K	Jun 30, 26	-557	0.00%
Sarver Vrooman Wealth Advisors	1.33K	Jun 30, 26	--	0.00%
HORIZON FINANCIAL SERVICES, LLC	1.31K	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	1.29K	Jun 30, 26	-23	0.00%
GAMMA Investing LLC	1.23K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.17K	Jun 30, 26	-1.00K	0.00%
RHL GROUP, LLC	639	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	427	Jun 30, 26	--	0.00%
Allworth Financial LP	300	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	125	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	30	Jun 30, 26	-30.14K	0.00%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Jun 30, 26	-90.09K	--
Lodestone Wealth Management LLC	--	Jun 30, 26	-584	--
Cornerstone Planning Group LLC	--	Jun 30, 26	-98	--
Independent Advisor Alliance	--	Jun 30, 26	-86.48K	--
Western Wealth Management, LLC	--	Jun 30, 26	-400	--
Mariner, LLC	--	Jun 30, 26	-59.67K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-427	--
KICKSTAND VENTURES, LLC.	--	Jun 30, 26	-147.27K	--
Atria Investments, Inc	--	Jun 30, 26	-67.74K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-1.87K	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-2.25K	--
WFA of San Diego, LLC	--	Jun 30, 26	-2.29K	--
Leo Wealth, LLC	383.91K	Mar 31, 26	+2.64K	1.19%
Horizons Wealth Management	3.81K	Mar 31, 26	--	0.01%
CWM, LLC	614	Mar 31, 26	--	0.00%
Evanson Asset Management, LLC	--	Mar 31, 26	-12.45K	--
ROVIN CAPITAL /UT/ /ADV	312.79K	Dec 31, 25	+94.29K	0.97%
COMERICA BANK	15.26K	Dec 31, 25	--	0.05%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-22.52K	--
SUMMIT INVESTMENT ADVISORS, INC.	121.17K	Jun 30, 25	+11.21K	0.37%
Tyler-Stone Wealth Management	38.71K	Jun 30, 25	+1.36K	0.12%
Kaye Capital Management	--	Jun 30, 25	-11.37K	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-2.07K	--
Raymond James Financial Services Advisors, Inc.	143.23K	Sep 30, 24	+10.65K	0.44%
RAYMOND JAMES & ASSOCIATES	61.66K	Sep 30, 24	+6.06K	0.19%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.30K	Jun 30, 24	+510	0.01%
Cetera Advisors LLC	75.07K	Mar 31, 24	+20.15K	0.23%
First Capital Advisors Group, LLC.	7.80K	Jun 30, 23	+7.80K	0.02%

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Holder

Date

Change

% Held

LPL Financial LLC

2.58M

Jun 30, 26

+242.22K

7.99%

RAYMOND JAMES FINANCIAL INC

1.48M

Jun 30, 26

-127.47K

4.59%

MORGAN STANLEY

1.25M

Jun 30, 26

+48.70K

3.87%

WELLS FARGO & COMPANY/MN

1.24M

Jun 30, 26

+57.58K

3.83%

Cetera Investment Advisers

873.93K

Jun 30, 26

+118.36K

2.70%

ADVISOR GROUP HOLDINGS, INC.

726.89K

Jun 30, 26

+133.71K

2.25%

MERCER GLOBAL ADVISORS INC /ADV

629.70K

Jun 30, 26

+56.97K

1.95%

Mirador Capital Partners LP

560.92K

Jun 30, 26

+537.63K

1.73%

CAPTRUST FINANCIAL ADVISORS

550.10K

Jun 30, 26

+50.67K

1.70%

Ashton Thomas Private Wealth, LLC

543.80K

Jun 30, 26

+14.40K

1.68%

TCG Advisory Services, LLC

514.18K

Jun 30, 26

+21.05K

1.59%

Parkway Wealth Management Group, LLC

467.84K

Jun 30, 26

+2.81K

1.45%

UBS Group AG

454.11K

Jun 30, 26

-136.12K

1.40%

SFE Investment Counsel

390.76K

Jun 30, 26

+6.76K

1.21%

BANTA ASSET MANAGEMENT LP

333.37K

Jun 30, 26

+1.85K

1.03%

Advisory Alpha, LLC

327.10K

Jun 30, 26

+24.93K

1.01%

Verity Asset Management, Inc.

313.39K

Jun 30, 26

+61.96K

0.97%

COMMONWEALTH EQUITY SERVICES, LLC

304.27K

Jun 30, 26

+11.14K

0.94%

AMERIPRISE FINANCIAL INC

304.23K

Jun 30, 26

+34.12K

0.94%

GPM Growth Investors, Inc.

239.45K

Jun 30, 26

-15.63K

0.74%

ENVESTNET ASSET MANAGEMENT INC

235.73K

Jun 30, 26

+9.00K

0.73%

JONES FINANCIAL COMPANIES LLLP

235.15K

Jun 30, 26

+16.52K

0.73%

MML INVESTORS SERVICES, LLC

230.71K

Jun 30, 26

+52.54K

0.71%

JANE STREET GROUP, LLC

214.54K

Jun 30, 26

+184.14K

0.66%

HOWARD WEALTH MANAGEMENT, LLC

208.43K

Jun 30, 26

+23.71K

0.64%

BANK OF AMERICA CORP /DE/

205.06K

Jun 30, 26

+28.50K

0.63%

ROYAL BANK OF CANADA

200.40K

Jun 30, 26

-50.24K

0.62%

Intrua Financial, LLC

184.34K

Jun 30, 26

+128.73K

0.57%

Kinetic Wealth Investment Advisors LLC

182.77K

Jun 30, 26

+182.77K

0.57%

Tower Research Capital LLC (TRC)

178.22K

Jun 30, 26

+86.48K

0.55%

Pacific Wealth Strategies Group, Inc.

157.60K

Jun 30, 26

+38.73K

0.49%

Prospera Financial Services Inc

152.57K

Jun 30, 26

+463

0.47%

Oder Investment Management, LLC

135.90K

Jun 30, 26

+19.82K

0.42%

Equitable Holdings, Inc.

121.24K

Jun 30, 26

-67.52K

0.37%

LBMC INVESTMENT ADVISORS, LLC

111.95K

Jun 30, 26

+39

0.35%

Strait & Sound Wealth Management LLC

109.85K

Jun 30, 26

+16.29K

0.34%

Turning Point Benefit Group, Inc.

108.84K

Jun 30, 26

+43.30K

0.34%

Ironwood Financial, llc

103.58K

Jun 30, 26

-2.07K

0.32%

STIFEL FINANCIAL CORP

103.22K

Jun 30, 26

+2.50K

0.32%

Invesco Ltd.

93.83K

Jun 30, 26

-9.80K

0.29%

S.E.E.D. Planning Group LLC

93.61K

Jun 30, 26

+16.08K

0.29%

Glass Jacobson Investment Advisors llc

85.99K

Jun 30, 26

+24.02K

0.27%

Hennion & Walsh Asset Management, Inc.

85.55K

Jun 30, 26

-4.73K

0.26%

NewEdge Advisors, LLC

74.83K

Jun 30, 26

+2.37K

0.23%

Atomi Financial Group, Inc.

74.17K

Jun 30, 26

+244

0.23%

Cambridge Investment Research Advisors, Inc.

73.98K

Jun 30, 26

-15.09K

0.23%

Independent Wealth Advisors LLC

71.28K

Jun 30, 26

+3.19K

0.22%

FCA CORP /TX

69.27K

Jun 30, 26

+11.82K

0.21%

EXCEL SECURITIES & ASSOCIATES, INC.

69.20K

Jun 30, 26

+90

0.21%

Ark Wealth Advisors LLC

68.97K

Jun 30, 26

-8.49K

0.21%

Sound Stewardship, LLC

65.39K

Jun 30, 26

+2.38K

0.20%

Accurate Wealth Management, LLC

57.50K

Jun 30, 26

+41.30K

0.18%

Foundations Investment Advisors, LLC

57.03K

Jun 30, 26

+113

0.18%

SHUFRO ROSE & CO LLC

56.40K

Jun 30, 26

+21.50K

0.17%

HARBOUR INVESTMENTS, INC.

56.20K

Jun 30, 26

0.17%

Altium Investment Strategies LLC

54.67K

Jun 30, 26

+38.48K

0.17%

Segment Wealth Management, LLC

53.59K

Jun 30, 26

-525

0.17%

Kestra Advisory Services, LLC

52.87K

Jun 30, 26

+40.16K

0.16%

Private Advisor Group, LLC

51.34K

Jun 30, 26

+12.76K

0.16%

CITADEL ADVISORS LLC

48.99K

Jun 30, 26

-19.22K

0.15%

Sidoxia Capital Management, LLC

48.26K

Jun 30, 26

+8.78K

0.15%

Legacy Financial Group LLC

46.33K

Jun 30, 26

+3.29K

0.14%

Vantage Point Financial LLC

42.36K

Jun 30, 26

+724

0.13%

Steward Partners Investment Advisory, LLC

42.10K

Jun 30, 26

-49.21K

0.13%

Wagner Wealth Management, Corp

41.69K

Jun 30, 26

+3.73K

0.13%

Altrius Capital Management Inc

40.61K

Jun 30, 26

-1.65K

0.13%

OLD MISSION CAPITAL LLC

40.24K

Jun 30, 26

-152.65K

0.12%

Integrated Wealth Concepts LLC

39.55K

Jun 30, 26

+1.38K

0.12%

BROWN ADVISORY INC

38.38K

Jun 30, 26

0.12%

AA Financial Advisors, LLC

37.76K

Jun 30, 26

+4.67K

0.12%

Clearstead Advisors, LLC

36.62K

Jun 30, 26

-326

0.11%

Brookstone Capital Management

36.03K

Jun 30, 26

-3.91K

0.11%

Farnam Financial LLC

34.72K

Jun 30, 26

+34.72K

0.11%

Larson Financial Group LLC

34.53K

Jun 30, 26

+13.62K

0.11%

Kovack Advisors, Inc.

34.11K

Jun 30, 26

-4.28K

0.11%

Astoria Portfolio Advisors LLC.

33.90K

Jun 30, 26

-260

0.10%

Quad-Cities Investment Group, LLC

33.32K

Jun 30, 26

+19.35K

0.10%

Key FInancial Inc

31.46K

Jun 30, 26

+3.18K

0.10%

Axim Planning & Wealth

31.22K

Jun 30, 26

-1.52K

0.10%

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

29.09K

Jun 30, 26

-1.77K

0.09%

NFP Retirement, Inc.

28.89K

Jun 30, 26

+13.76K

0.09%

Private Advisory Group LLC

28.85K

Jun 30, 26

+345

0.09%

INDEPENDENT FINANCIAL GROUP, LLC

27.84K

Jun 30, 26

+4.65K

0.09%

Ballew Advisors, Inc

25.32K

Jun 30, 26

0.08%

Vermillion & White Wealth Management Group, LLC

24.74K

Jun 30, 26

+255

0.08%

Kraft, Davis & Associates, LLC

24.07K

Jun 30, 26

+26

0.07%

Valtinson Bruner Financial Planning LLC

23.36K

Jun 30, 26

+106

0.07%

VestGen Advisors, LLC

23.17K

Jun 30, 26

+2.02K

0.07%

Topsail Wealth Management, LLC

22.60K

Jun 30, 26

0.07%

Meriwether Wealth & Planning, LLC

22.26K

Jun 30, 26

0.07%

AlphaStar Capital Management, LLC

22.23K

Jun 30, 26

+304

0.07%

Koss-Olinger Consulting, LLC

22.09K

Jun 30, 26

+325

0.07%

Carnegie Capital Asset Management, LLC

21.70K

Jun 30, 26

-9.18K

0.07%

4Thought Financial Group Inc.

20.66K

Jun 30, 26

+951

0.06%

Net Worth Advisory Group

19.35K

Jun 30, 26

-8.86K

0.06%

Tassel Capital Management, Inc.

18.86K

Jun 30, 26

+4.27K

0.06%

Ledgewood Wealth Advisors, LLC

18.84K

Jun 30, 26

+93

0.06%

MGO ONE SEVEN LLC

18.17K

Jun 30, 26

+2.83K

0.06%

OPPENHEIMER & CO INC

17.09K

Jun 30, 26

-252

0.05%

Farther Finance Advisors, LLC

16.69K

Jun 30, 26

+296

0.05%

J.W. COLE ADVISORS, INC.

16.25K

Jun 30, 26

+16.25K

0.05%

Alaska Wealth Advisors

15.34K

Jun 30, 26

+230

0.05%

BXM Wealth LLC

15.14K

Jun 30, 26

+3.14K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.78K

Jun 30, 26

-10.35K

0.05%

Beacon Pointe Advisors, LLC

14.71K

Jun 30, 26

0.05%

IFG Advisory, LLC

14.46K

Jun 30, 26

+14.06K

0.04%

Capital Analysts, LLC

13.70K

Jun 30, 26

+23

0.04%

Geneos Wealth Management Inc.

13.56K

Jun 30, 26

0.04%

Wealth Quarterback LLC

13.15K

Jun 30, 26

+1.43K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

12.40K

Jun 30, 26

+3.15K

0.04%

Dynamic Advisor Solutions LLC

11.65K

Jun 30, 26

+11.65K

0.04%

NewCorp Financial Services, Inc.

10.43K

Jun 30, 26

+496

0.03%

Asset Dedication, LLC

10.32K

Jun 30, 26

-2.28K

0.03%

Cambridge Financial Group, LLC

10.32K

Jun 30, 26

-2.28K

0.03%

Anchor Investment Management, LLC

10.03K

Jun 30, 26

+1.50K

0.03%

Savvy Advisors, Inc.

9.72K

Jun 30, 26

+9.72K

0.03%

Vista Private Wealth Partners. LLC

9.45K

Jun 30, 26

+9.45K

0.03%

Janney Montgomery Scott LLC

9.36K

Jun 30, 26

+9.36K

0.03%

MONECO Advisors, LLC

9.20K

Jun 30, 26

-1.35K

0.03%

Keating Financial Advisory Services, Inc.

7.76K

Jun 30, 26

0.02%

Alaska Permanent Capital Management

7.37K

Jun 30, 26

+110

0.02%

AdvisorNet Financial, Inc

5.78K

Jun 30, 26

+2.95K

0.02%

WOLFF WIESE MAGANA LLC

2.89K

Jun 30, 26

+687

0.01%

IFP Advisors, Inc

2.88K

Jun 30, 26

+1.58K

0.01%

Nalls Sherbakoff Group, LLC

2.46K

Jun 30, 26

+26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.05K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.81K

Jun 30, 26

+1.81K

0.01%

Imprint Wealth LLC

1.43K

Jun 30, 26

0.00%

CX Institutional

1.37K

Jun 30, 26

-557

0.00%

Sarver Vrooman Wealth Advisors

1.33K

Jun 30, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

1.31K

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

1.29K

Jun 30, 26

-23

0.00%

GAMMA Investing LLC

1.23K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.17K

Jun 30, 26

-1.00K

0.00%

RHL GROUP, LLC

639

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

427

Jun 30, 26

0.00%

Allworth Financial LP

300

Jun 30, 26

0.00%

Community Financial Services Group, LLC

125

Jun 30, 26

0.00%

IMA Wealth, Inc.

Jun 30, 26

-30.14K

0.00%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-90.09K

Lodestone Wealth Management LLC

Jun 30, 26

-584

Cornerstone Planning Group LLC

Jun 30, 26

-98

Independent Advisor Alliance

Jun 30, 26

-86.48K

Western Wealth Management, LLC

Jun 30, 26

-400

Mariner, LLC

Jun 30, 26

-59.67K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-427

KICKSTAND VENTURES, LLC.

Jun 30, 26

-147.27K

Atria Investments, Inc

Jun 30, 26

-67.74K

Intentional Wealth Strategies, LLC

Jun 30, 26

-1.87K

BANK OF MONTREAL /CAN/

Jun 30, 26

-2.25K

WFA of San Diego, LLC

Jun 30, 26

-2.29K

Leo Wealth, LLC

383.91K

Mar 31, 26

+2.64K

1.19%

Horizons Wealth Management

3.81K

Mar 31, 26

0.01%

CWM, LLC

614

Mar 31, 26

0.00%

Evanson Asset Management, LLC

Mar 31, 26

-12.45K

ROVIN CAPITAL /UT/ /ADV

312.79K

Dec 31, 25

+94.29K

0.97%

COMERICA BANK

15.26K

Dec 31, 25

0.05%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-22.52K

SUMMIT INVESTMENT ADVISORS, INC.

121.17K

Jun 30, 25

+11.21K

0.37%

Tyler-Stone Wealth Management

38.71K

Jun 30, 25

+1.36K

0.12%

Kaye Capital Management

Jun 30, 25

-11.37K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2.07K

Raymond James Financial Services Advisors, Inc.

143.23K

Sep 30, 24

+10.65K

0.44%

RAYMOND JAMES & ASSOCIATES

61.66K

Sep 30, 24

+6.06K

0.19%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.30K

Jun 30, 24

+510

0.01%

Cetera Advisors LLC

75.07K

Mar 31, 24

+20.15K

0.23%

First Capital Advisors Group, LLC.

7.80K

Jun 30, 23

+7.80K

0.02%