Invesco BulletShares 2028 High Yield Fund(BSJS)

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Invesco BulletShares 2028 High Yield Fund(BSJS)

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$21.79—

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BSJS(BSJS)

BSJS

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Institutional Ownership

Top 157 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	2.58M	Jun 30, 26	+242.22K	7.99%
Mirador Capital Partners LP	560.92K	Jun 30, 26	+537.63K	1.73%
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%
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%
COMMONWEALTH EQUITY SERVICES, LLC	304.27K	Jun 30, 26	+11.14K	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%
MML INVESTORS SERVICES, LLC	230.71K	Jun 30, 26	+52.54K	0.71%
HOWARD WEALTH MANAGEMENT, LLC	208.43K	Jun 30, 26	+23.71K	0.64%
Intrua Financial, LLC	184.34K	Jun 30, 26	+128.73K	0.57%
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%
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%
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%
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%
EXCEL SECURITIES & ASSOCIATES, INC.	69.20K	Jun 30, 26	+90	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%
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%
Legacy Financial Group LLC	46.33K	Jun 30, 26	+3.29K	0.14%
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%
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%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	29.09K	Jun 30, 26	-1.77K	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%
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%
Meriwether Wealth & Planning, LLC	22.26K	Jun 30, 26	--	0.07%
AlphaStar Capital Management, LLC	22.23K	Jun 30, 26	+304	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%
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%
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%
Dynamic Advisor Solutions LLC	11.65K	Jun 30, 26	+11.65K	0.04%
Asset Dedication, LLC	10.32K	Jun 30, 26	-2.28K	0.03%
Savvy Advisors, Inc.	9.72K	Jun 30, 26	+9.72K	0.03%
Janney Montgomery Scott LLC	9.36K	Jun 30, 26	+9.36K	0.03%
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%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.81K	Jun 30, 26	+1.81K	0.01%
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%
Community Financial Services Group, LLC	125	Jun 30, 26	--	0.00%
KICKSTAND VENTURES, LLC.	--	Jun 30, 26	-147.27K	--
Lodestone Wealth Management LLC	--	Jun 30, 26	-584	--
Cornerstone Planning Group LLC	--	Jun 30, 26	-98	--
Atria Investments, Inc	--	Jun 30, 26	-67.74K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Jun 30, 26	-90.09K	--
RAYMOND JAMES FINANCIAL INC	1.61M	Mar 31, 26	+497.92K	4.98%
MORGAN STANLEY	1.20M	Mar 31, 26	+17.40K	3.72%
WELLS FARGO & COMPANY/MN	1.18M	Mar 31, 26	+94.50K	3.66%
Cetera Investment Advisers	755.57K	Mar 31, 26	+172.87K	2.34%
ADVISOR GROUP HOLDINGS, INC.	593.19K	Mar 31, 26	+248.79K	1.83%
UBS Group AG	590.22K	Mar 31, 26	+96.30K	1.83%
MERCER GLOBAL ADVISORS INC /ADV	572.73K	Mar 31, 26	+111.24K	1.77%
CAPTRUST FINANCIAL ADVISORS	499.44K	Mar 31, 26	+31.05K	1.54%
Leo Wealth, LLC	383.91K	Mar 31, 26	+2.64K	1.19%
Advisory Alpha, LLC	302.17K	Mar 31, 26	+16.07K	0.93%
AMERIPRISE FINANCIAL INC	270.11K	Mar 31, 26	+27.05K	0.84%
Verity Asset Management, Inc.	251.43K	Mar 31, 26	+251.43K	0.78%
ROYAL BANK OF CANADA	250.64K	Mar 31, 26	+1.00K	0.78%
JONES FINANCIAL COMPANIES LLLP	218.62K	Mar 31, 26	+31.21K	0.68%
OLD MISSION CAPITAL LLC	192.89K	Mar 31, 26	+155.27K	0.60%
Equitable Holdings, Inc.	188.76K	Mar 31, 26	-47.95K	0.58%
BANK OF AMERICA CORP /DE/	176.56K	Mar 31, 26	+22.10K	0.55%
Oder Investment Management, LLC	116.08K	Mar 31, 26	+38.40K	0.36%
LBMC INVESTMENT ADVISORS, LLC	111.91K	Mar 31, 26	+111.91K	0.35%
Invesco Ltd.	103.63K	Mar 31, 26	-5.86K	0.32%
STIFEL FINANCIAL CORP	100.71K	Mar 31, 26	+729	0.31%
Strait & Sound Wealth Management LLC	93.56K	Mar 31, 26	+9.84K	0.29%
Tower Research Capital LLC (TRC)	91.74K	Mar 31, 26	-92.12K	0.28%
Steward Partners Investment Advisory, LLC	91.31K	Mar 31, 26	-204.78K	0.28%
Independent Advisor Alliance	86.48K	Mar 31, 26	+86.48K	0.27%
NewEdge Advisors, LLC	72.46K	Mar 31, 26	+6.06K	0.22%
CITADEL ADVISORS LLC	68.21K	Mar 31, 26	+35.60K	0.21%
Mariner, LLC	59.67K	Mar 31, 26	-96.43K	0.18%
FCA CORP /TX	57.45K	Mar 31, 26	+4.92K	0.18%
Foundations Investment Advisors, LLC	56.92K	Mar 31, 26	+17.90K	0.18%
HARBOUR INVESTMENTS, INC.	56.20K	Mar 31, 26	+2.30K	0.17%
Altrius Capital Management Inc	42.26K	Mar 31, 26	-916	0.13%
Vantage Point Financial LLC	41.64K	Mar 31, 26	-338	0.13%
BROWN ADVISORY INC	38.38K	Mar 31, 26	+4.76K	0.12%
Integrated Wealth Concepts LLC	38.17K	Mar 31, 26	+2.65K	0.12%
SHUFRO ROSE & CO LLC	34.90K	Mar 31, 26	-400	0.11%
Axim Planning & Wealth	32.74K	Mar 31, 26	+231	0.10%
JANE STREET GROUP, LLC	30.41K	Mar 31, 26	-63.92K	0.09%
IMA Wealth, Inc.	30.17K	Mar 31, 26	+1.05K	0.09%
Vermillion & White Wealth Management Group, LLC	24.48K	Mar 31, 26	+73	0.08%
Topsail Wealth Management, LLC	22.60K	Mar 31, 26	+1.44K	0.07%
Koss-Olinger Consulting, LLC	21.77K	Mar 31, 26	+3.25K	0.07%
VestGen Advisors, LLC	21.15K	Mar 31, 26	+6.79K	0.07%
Larson Financial Group LLC	20.91K	Mar 31, 26	+14.65K	0.06%
NFP Retirement, Inc.	15.13K	Mar 31, 26	+2.52K	0.05%
Alaska Wealth Advisors	15.11K	Mar 31, 26	+221	0.05%
Beacon Pointe Advisors, LLC	14.71K	Mar 31, 26	--	0.05%
MONECO Advisors, LLC	10.56K	Mar 31, 26	-2.91K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	9.25K	Mar 31, 26	+9.25K	0.03%
Anchor Investment Management, LLC	8.53K	Mar 31, 26	--	0.03%
Alaska Permanent Capital Management	7.26K	Mar 31, 26	+106	0.02%
Horizons Wealth Management	3.81K	Mar 31, 26	--	0.01%
WFA of San Diego, LLC	2.29K	Mar 31, 26	--	0.01%
BANK OF MONTREAL /CAN/	2.25K	Mar 31, 26	+2.25K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.05K	Mar 31, 26	-1.01K	0.01%
Imprint Wealth LLC	1.43K	Mar 31, 26	--	0.00%
CWM, LLC	614	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	427	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	427	Mar 31, 26	+427	0.00%
Western Wealth Management, LLC	400	Mar 31, 26	+400	0.00%
IFG Advisory, LLC	400	Mar 31, 26	-15.91K	0.00%
Allworth Financial LP	300	Mar 31, 26	--	0.00%
Brinker Capital Investments, LLC	--	Mar 31, 26	-9.53K	--
Evanson Asset Management, LLC	--	Mar 31, 26	-12.45K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-476	--
Colony Group, LLC	--	Mar 31, 26	-59.71K	--
ROVIN CAPITAL /UT/ /ADV	312.79K	Dec 31, 25	+94.29K	0.97%
COMERICA BANK	15.26K	Dec 31, 25	--	0.05%
Nalls Sherbakoff Group, LLC	2.43K	Dec 31, 25	-952	0.01%
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%

Mirador Capital Partners LP

560.92K

Jun 30, 26

+537.63K

1.73%

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%

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%

COMMONWEALTH EQUITY SERVICES, LLC

304.27K

Jun 30, 26

+11.14K

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%

MML INVESTORS SERVICES, LLC

230.71K

Jun 30, 26

+52.54K

0.71%

HOWARD WEALTH MANAGEMENT, LLC

208.43K

Jun 30, 26

+23.71K

0.64%

Intrua Financial, LLC

184.34K

Jun 30, 26

+128.73K

0.57%

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%

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%

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%

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%

EXCEL SECURITIES & ASSOCIATES, INC.

69.20K

Jun 30, 26

+90

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%

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%

Legacy Financial Group LLC

46.33K

Jun 30, 26

+3.29K

0.14%

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%

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%

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

29.09K

Jun 30, 26

-1.77K

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%

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%

Meriwether Wealth & Planning, LLC

22.26K

Jun 30, 26

0.07%

AlphaStar Capital Management, LLC

22.23K

Jun 30, 26

+304

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%

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%

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%

Dynamic Advisor Solutions LLC

11.65K

Jun 30, 26

+11.65K

0.04%

Asset Dedication, LLC

10.32K

Jun 30, 26

-2.28K

0.03%

Savvy Advisors, Inc.

9.72K

Jun 30, 26

+9.72K

0.03%

Janney Montgomery Scott LLC

9.36K

Jun 30, 26

+9.36K

0.03%

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%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.81K

Jun 30, 26

+1.81K

0.01%

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%

Community Financial Services Group, LLC

125

Jun 30, 26

0.00%

KICKSTAND VENTURES, LLC.

Jun 30, 26

-147.27K

Lodestone Wealth Management LLC

Jun 30, 26

-584

Cornerstone Planning Group LLC

Jun 30, 26

-98

Atria Investments, Inc

Jun 30, 26

-67.74K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-90.09K

RAYMOND JAMES FINANCIAL INC

1.61M

Mar 31, 26

+497.92K

4.98%

MORGAN STANLEY

1.20M

Mar 31, 26

+17.40K

3.72%

WELLS FARGO & COMPANY/MN

1.18M

Mar 31, 26

+94.50K

3.66%

Cetera Investment Advisers

755.57K

Mar 31, 26

+172.87K

2.34%

ADVISOR GROUP HOLDINGS, INC.

593.19K

Mar 31, 26

+248.79K

1.83%

UBS Group AG

590.22K

Mar 31, 26

+96.30K

1.83%

MERCER GLOBAL ADVISORS INC /ADV

572.73K

Mar 31, 26

+111.24K

1.77%

CAPTRUST FINANCIAL ADVISORS

499.44K

Mar 31, 26

+31.05K

1.54%

Leo Wealth, LLC

383.91K

Mar 31, 26

+2.64K

1.19%

Advisory Alpha, LLC

302.17K

Mar 31, 26

+16.07K

0.93%

AMERIPRISE FINANCIAL INC

270.11K

Mar 31, 26

+27.05K

0.84%

Verity Asset Management, Inc.

251.43K

Mar 31, 26

+251.43K

0.78%

ROYAL BANK OF CANADA

250.64K

Mar 31, 26

+1.00K

0.78%

JONES FINANCIAL COMPANIES LLLP

218.62K

Mar 31, 26

+31.21K

0.68%

OLD MISSION CAPITAL LLC

192.89K

Mar 31, 26

+155.27K

0.60%

Equitable Holdings, Inc.

188.76K

Mar 31, 26

-47.95K

0.58%

BANK OF AMERICA CORP /DE/

176.56K

Mar 31, 26

+22.10K

0.55%

Oder Investment Management, LLC

116.08K

Mar 31, 26

+38.40K

0.36%

LBMC INVESTMENT ADVISORS, LLC

111.91K

Mar 31, 26

+111.91K

0.35%

Invesco Ltd.

103.63K

Mar 31, 26

-5.86K

0.32%

STIFEL FINANCIAL CORP

100.71K

Mar 31, 26

+729

0.31%

Strait & Sound Wealth Management LLC

93.56K

Mar 31, 26

+9.84K

0.29%

Tower Research Capital LLC (TRC)

91.74K

Mar 31, 26

-92.12K

0.28%

Steward Partners Investment Advisory, LLC

91.31K

Mar 31, 26

-204.78K

0.28%

Independent Advisor Alliance

86.48K

Mar 31, 26

+86.48K

0.27%

NewEdge Advisors, LLC

72.46K

Mar 31, 26

+6.06K

0.22%

CITADEL ADVISORS LLC

68.21K

Mar 31, 26

+35.60K

0.21%

Mariner, LLC

59.67K

Mar 31, 26

-96.43K

0.18%

FCA CORP /TX

57.45K

Mar 31, 26

+4.92K

0.18%

Foundations Investment Advisors, LLC

56.92K

Mar 31, 26

+17.90K

0.18%

HARBOUR INVESTMENTS, INC.

56.20K

Mar 31, 26

+2.30K

0.17%

Altrius Capital Management Inc

42.26K

Mar 31, 26

-916

0.13%

Vantage Point Financial LLC

41.64K

Mar 31, 26

-338

0.13%

BROWN ADVISORY INC

38.38K

Mar 31, 26

+4.76K

0.12%

Integrated Wealth Concepts LLC

38.17K

Mar 31, 26

+2.65K

0.12%

SHUFRO ROSE & CO LLC

34.90K

Mar 31, 26

-400

0.11%

Axim Planning & Wealth

32.74K

Mar 31, 26

+231

0.10%

JANE STREET GROUP, LLC

30.41K

Mar 31, 26

-63.92K

0.09%

IMA Wealth, Inc.

30.17K

Mar 31, 26

+1.05K

0.09%

Vermillion & White Wealth Management Group, LLC

24.48K

Mar 31, 26

+73

0.08%

Topsail Wealth Management, LLC

22.60K

Mar 31, 26

+1.44K

0.07%

Koss-Olinger Consulting, LLC

21.77K

Mar 31, 26

+3.25K

0.07%

VestGen Advisors, LLC

21.15K

Mar 31, 26

+6.79K

0.07%

Larson Financial Group LLC

20.91K

Mar 31, 26

+14.65K

0.06%

NFP Retirement, Inc.

15.13K

Mar 31, 26

+2.52K

0.05%

Alaska Wealth Advisors

15.11K

Mar 31, 26

+221

0.05%

Beacon Pointe Advisors, LLC

14.71K

Mar 31, 26

0.05%

MONECO Advisors, LLC

10.56K

Mar 31, 26

-2.91K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

9.25K

Mar 31, 26

+9.25K

0.03%

Anchor Investment Management, LLC

8.53K

Mar 31, 26

0.03%

Alaska Permanent Capital Management

7.26K

Mar 31, 26

+106

0.02%

Horizons Wealth Management

3.81K

Mar 31, 26

0.01%

WFA of San Diego, LLC

2.29K

Mar 31, 26

0.01%

BANK OF MONTREAL /CAN/

2.25K

Mar 31, 26

+2.25K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.05K

Mar 31, 26

-1.01K

0.01%

Imprint Wealth LLC

1.43K

Mar 31, 26

0.00%

CWM, LLC

614

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

427

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

427

Mar 31, 26

+427

0.00%

Western Wealth Management, LLC

400

Mar 31, 26

+400

0.00%

IFG Advisory, LLC

400

Mar 31, 26

-15.91K

0.00%

Allworth Financial LP

300

Mar 31, 26

0.00%

Brinker Capital Investments, LLC

Mar 31, 26

-9.53K

Evanson Asset Management, LLC

Mar 31, 26

-12.45K

SRS Capital Advisors, Inc.

Mar 31, 26

-476

Colony Group, LLC

Mar 31, 26

-59.71K

ROVIN CAPITAL /UT/ /ADV

312.79K

Dec 31, 25

+94.29K

0.97%

COMERICA BANK

15.26K

Dec 31, 25

0.05%

Nalls Sherbakoff Group, LLC

2.43K

Dec 31, 25

-952

0.01%

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%