Invesco BulletShares 2027 Municipal Bond ETF(BSMR)

$23.57—

Chart

Invesco BulletShares 2027 Municipal Bond ETF(BSMR)

NASDAQ

$23.57—

Chart Studio

BSMR(BSMR)

BSMR

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

Institutional Ownership

Top 158 Institutional Holders

Holder	Shares	Date	Change	% Held
Key FInancial Inc	367.61K	Jun 30, 26	+25.55K	2.51%
PRECEDENT WEALTH PARTNERS, LLC	190.05K	Jun 30, 26	+18.14K	1.30%
CENTRAL VALLEY ADVISORS, LLC	184.56K	Jun 30, 26	+15.03K	1.26%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	171.61K	Jun 30, 26	-10.90K	1.17%
Asset Dedication, LLC	124.96K	Jun 30, 26	+3.22K	0.85%
COMMONWEALTH EQUITY SERVICES, LLC	110.97K	Jun 30, 26	+5.94K	0.76%
Kathmere Capital Management, LLC	105.64K	Jun 30, 26	+1.26K	0.72%
Legacy Private Trust Co.	99.78K	Jun 30, 26	+42.26K	0.68%
SIGNATUREFD, LLC	90.10K	Jun 30, 26	--	0.62%
Cornerstone Wealth Management, LLC	75.53K	Jun 30, 26	+4.54K	0.52%
Kestra Advisory Services, LLC	72.73K	Jun 30, 26	+31.86K	0.50%
Farnam Financial LLC	62.71K	Jun 30, 26	+13.27K	0.43%
MISSION WEALTH MANAGEMENT, LP	62.48K	Jun 30, 26	+62.48K	0.43%
Clark Asset Management, LLC	62.00K	Jun 30, 26	+14.92K	0.42%
Private Advisor Group, LLC	54.42K	Jun 30, 26	+1.10K	0.37%
OLD SECOND NATIONAL BANK OF AURORA	50.35K	Jun 30, 26	+18.85K	0.34%
Astoria Portfolio Advisors LLC.	47.87K	Jun 30, 26	-476	0.33%
River Street Advisors LLC	46.31K	Jun 30, 26	+100	0.32%
Accurate Wealth Management, LLC	42.56K	Jun 30, 26	+4.57K	0.29%
Jacobi Capital Management LLC	41.79K	Jun 30, 26	+23.65K	0.29%
LANDAAS & CO /WI /ADV	41.17K	Jun 30, 26	+4.25K	0.28%
WEBSTER BANK, N. A.	38.70K	Jun 30, 26	--	0.26%
AlphaStar Capital Management, LLC	37.78K	Jun 30, 26	-354	0.26%
Sarver Vrooman Wealth Advisors	36.12K	Jun 30, 26	+72	0.25%
Wealthcare Advisory Partners LLC	31.92K	Jun 30, 26	--	0.22%
Wedmont Private Capital	30.48K	Jun 30, 26	+30.48K	0.21%
TCG Advisory Services, LLC	30.26K	Jun 30, 26	+7.62K	0.21%
SENTINEL PENSION ADVISORS INC	29.04K	Jun 30, 26	+17	0.20%
HOWARD WEALTH MANAGEMENT, LLC	25.73K	Jun 30, 26	+850	0.18%
KICKSTAND VENTURES, LLC.	24.45K	Jun 30, 26	+6.50K	0.17%
Avantax Planning Partners, Inc.	23.42K	Jun 30, 26	+159	0.16%
YANKCOM Partnership	23.23K	Jun 30, 26	--	0.16%
Sequoia Financial Advisors, LLC	22.86K	Jun 30, 26	--	0.16%
TLWM	21.95K	Jun 30, 26	--	0.15%
VOISARD ASSET MANAGEMENT GROUP, INC.	21.92K	Jun 30, 26	--	0.15%
AA Financial Advisors, LLC	21.61K	Jun 30, 26	+12	0.15%
Bill Few Associates, Inc.	17.12K	Jun 30, 26	--	0.12%
Carnegie Capital Asset Management, LLC	16.39K	Jun 30, 26	--	0.11%
Wingate Wealth Advisors, Inc.	15.43K	Jun 30, 26	+104	0.11%
Cooksen Wealth, LLC	14.86K	Jun 30, 26	--	0.10%
WEDBUSH SECURITIES INC	14.82K	Jun 30, 26	+14.82K	0.10%
Prospera Financial Services Inc	14.00K	Jun 30, 26	-695	0.10%
LEAVELL INVESTMENT MANAGEMENT, INC.	11.60K	Jun 30, 26	--	0.08%
BridgePort Financial Solutions, LLC	11.35K	Jun 30, 26	--	0.08%
BENJAMIN EDWARDS INC	10.79K	Jun 30, 26	-1.00K	0.07%
Cambridge Investment Research Advisors, Inc.	10.33K	Jun 30, 26	+10.33K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.28K	Jun 30, 26	-2.05K	0.07%
CGN Advisors LLC	10.02K	Jun 30, 26	-3.13K	0.07%
PRIVATE TRUST CO NA	9.97K	Jun 30, 26	+2.80K	0.07%
Foundry Financial Group, Inc.	9.81K	Jun 30, 26	+63	0.07%
Farther Finance Advisors, LLC	9.70K	Jun 30, 26	+568	0.07%
COOKSON PEIRCE & CO INC	9.39K	Jun 30, 26	+608	0.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	9.05K	Jun 30, 26	--	0.06%
Opulen Financial Group LLC	8.77K	Jun 30, 26	+51	0.06%
MEMBERS WEALTH LLC	8.62K	Jun 30, 26	-4.37K	0.06%
Crews Bank & Trust	8.46K	Jun 30, 26	--	0.06%
Knights of Columbus Asset Advisors LLC	7.06K	Jun 30, 26	--	0.05%
IFP Advisors, Inc	4.62K	Jun 30, 26	+275	0.03%
Collier Financial	1.95K	Jun 30, 26	+5	0.01%
West Branch Capital LLC	500	Jun 30, 26	--	0.00%
Trust Co	285	Jun 30, 26	-113	0.00%
ASSETMARK, INC	49	Jun 30, 26	+49	0.00%
AdvisorNet Financial, Inc	--	Jun 30, 26	-784	--
Golden State Equity Partners	--	Jun 30, 26	-850	--
MORGAN STANLEY	563.85K	Mar 31, 26	+13.56K	3.85%
LPL Financial LLC	500.07K	Mar 31, 26	+54.27K	3.42%
BANK OF AMERICA CORP /DE/	466.69K	Mar 31, 26	+181.98K	3.19%
WELLS FARGO & COMPANY/MN	462.63K	Mar 31, 26	+13.29K	3.16%
Invesco Ltd.	394.92K	Mar 31, 26	+25.09K	2.70%
RAYMOND JAMES FINANCIAL INC	332.67K	Mar 31, 26	+131.83K	2.27%
UBS Group AG	254.23K	Mar 31, 26	+57.83K	1.74%
HighTower Advisors, LLC	230.74K	Mar 31, 26	+71.21K	1.58%
Hills Bank & Trust Co	230.41K	Mar 31, 26	+23.85K	1.57%
Summit Financial, LLC	215.99K	Mar 31, 26	+1.60K	1.48%
Atlantic Union Bankshares Corp	214.47K	Mar 31, 26	+11.42K	1.46%
NewEdge Advisors, LLC	203.64K	Mar 31, 26	+20.81K	1.39%
Integrated Wealth Concepts LLC	196.49K	Mar 31, 26	+24.34K	1.34%
THRIVENT FINANCIAL FOR LUTHERANS	176.49K	Mar 31, 26	+74.81K	1.21%
Sanctuary Advisors, LLC	158.20K	Mar 31, 26	-28.93K	1.08%
MONECO Advisors, LLC	150.41K	Mar 31, 26	+15.17K	1.03%
ADVISOR GROUP HOLDINGS, INC.	138.45K	Mar 31, 26	+9.30K	0.95%
ENVESTNET ASSET MANAGEMENT INC	124.73K	Mar 31, 26	+9.16K	0.85%
Colony Group, LLC	112.94K	Mar 31, 26	+1.04K	0.77%
AMERIPRISE FINANCIAL INC	108.92K	Mar 31, 26	+33.90K	0.74%
Thomas J. Herzfeld Advisors, Inc.	96.21K	Mar 31, 26	+96.21K	0.66%
VestGen Advisors, LLC	92.60K	Mar 31, 26	-3.96K	0.63%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	83.50K	Mar 31, 26	+30.18K	0.57%
Paulson Wealth Management Inc.	78.51K	Mar 31, 26	+18.84K	0.54%
MML INVESTORS SERVICES, LLC	69.46K	Mar 31, 26	-18.56K	0.47%
JONES FINANCIAL COMPANIES LLLP	69.18K	Mar 31, 26	+13.45K	0.47%
Equitable Holdings, Inc.	68.97K	Mar 31, 26	+1.77K	0.47%
STIFEL FINANCIAL CORP	68.78K	Mar 31, 26	-7.83K	0.47%
ROYAL BANK OF CANADA	67.86K	Mar 31, 26	+2.94K	0.46%
Aptus Capital Advisors, LLC	54.08K	Mar 31, 26	+10.72K	0.37%
Farmers National Bank	51.26K	Mar 31, 26	+315	0.35%
Steward Partners Investment Advisory, LLC	47.99K	Mar 31, 26	+2.83K	0.33%
CAPTRUST FINANCIAL ADVISORS	47.20K	Mar 31, 26	+62	0.32%
PAX Financial Group, LLC	47.19K	Mar 31, 26	+144	0.32%
BROWN ADVISORY INC	46.64K	Mar 31, 26	--	0.32%
Waverly Advisors, LLC	42.15K	Mar 31, 26	+3.31K	0.29%
Willis Johnson & Associates, Inc.	42.15K	Mar 31, 26	+42.15K	0.29%
Vermillion & White Wealth Management Group, LLC	39.01K	Mar 31, 26	+149	0.27%
Meridian Wealth Management, LLC	38.95K	Mar 31, 26	--	0.27%
Cetera Investment Advisers	32.37K	Mar 31, 26	+8.52K	0.22%
OneAscent Financial Services LLC	31.75K	Mar 31, 26	+31.75K	0.22%
Marietta Wealth Management, LLC	30.55K	Mar 31, 26	+300	0.21%
Savant Capital, LLC	30.43K	Mar 31, 26	-429	0.21%
Hobbs Group Advisors, LLC	29.39K	Mar 31, 26	+3.67K	0.20%
First Command Advisory Services, Inc.	27.46K	Mar 31, 26	+7.45K	0.19%
WESPAC Advisors, LLC	25.87K	Mar 31, 26	--	0.18%
Lido Advisors, LLC	24.31K	Mar 31, 26	--	0.17%
Resources Investment Advisors, LLC.	24.06K	Mar 31, 26	--	0.16%
Heritage Trust Co	23.62K	Mar 31, 26	+5.47K	0.16%
Addison Advisors LLC	23.17K	Mar 31, 26	+672	0.16%
Baird Financial Group, Inc.	23.07K	Mar 31, 26	+9.47K	0.16%
HARBOUR INVESTMENTS, INC.	22.95K	Mar 31, 26	+4.50K	0.16%
HUNTINGTON NATIONAL BANK	21.55K	Mar 31, 26	+12.67K	0.15%
Horizons Wealth Management	17.62K	Mar 31, 26	--	0.12%
SNS Financial Group, LLC	17.46K	Mar 31, 26	--	0.12%
Clearstead Advisors, LLC	16.87K	Mar 31, 26	--	0.12%
Beacon Pointe Advisors, LLC	15.51K	Mar 31, 26	+5.09K	0.11%
SILVERLAKE WEALTH MANAGEMENT LLC	14.62K	Mar 31, 26	+6	0.10%
Coastal Bridge Advisors, LLC	14.22K	Mar 31, 26	+2.75K	0.10%
Capital Analysts, LLC	13.93K	Mar 31, 26	+33	0.10%
Vestmark Advisory Solutions, Inc.	12.79K	Mar 31, 26	+12.79K	0.09%
Pensionmark Financial Group, LLC	12.79K	Mar 31, 26	+12.79K	0.09%
Tassel Capital Management, Inc.	12.43K	Mar 31, 26	+837	0.08%
Independent Advisor Alliance	11.25K	Mar 31, 26	+11.25K	0.08%
Western Wealth Management, LLC	11.10K	Mar 31, 26	-3.50K	0.08%
Advisory Services Network, LLC	10.79K	Mar 31, 26	+1.32K	0.07%
Community Bank & Trust, Waco, Texas	9.32K	Mar 31, 26	--	0.06%
Ausdal Financial Partners, Inc.	9.30K	Mar 31, 26	+9.30K	0.06%
HighPoint Advisor Group LLC	8.59K	Mar 31, 26	+8.59K	0.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.79K	Mar 31, 26	--	0.05%
Anchor Investment Management, LLC	6.20K	Mar 31, 26	+6.20K	0.04%
Larson Financial Group LLC	5.35K	Mar 31, 26	--	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	4.13K	Mar 31, 26	+91	0.03%
Geneos Wealth Management Inc.	3.10K	Mar 31, 26	--	0.02%
CWM, LLC	557	Mar 31, 26	-836	0.00%
MAI Capital Management	549	Mar 31, 26	-1.72K	0.00%
Francis Financial, Inc.	--	Mar 31, 26	-8.56K	--
Koss-Olinger Consulting, LLC	--	Mar 31, 26	-32.53K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-10.93K	--
Elequin Securities, LLC	--	Mar 31, 26	-155.30K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-13.46K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-13.41K	--
StoneX Group Inc.	--	Mar 31, 26	-14.31K	--
Summit Trail Advisors, LLC	--	Mar 31, 26	-33.45K	--
ORG Partners LLC	850	Dec 31, 25	--	0.01%
Sterling Financial Group, Inc.	28.40K	Sep 30, 25	+9.98K	0.19%
Kades & Cheifetz LLC	11.51K	Dec 31, 24	+2.04K	0.08%
RAYMOND JAMES & ASSOCIATES	74.16K	Sep 30, 24	-36.48K	0.51%
Raymond James Financial Services Advisors, Inc.	33.18K	Sep 30, 24	+2.87K	0.23%
BENJAMIN F. EDWARDS & COMPANY, INC.	12.91K	Jun 30, 24	-128	0.09%
Levy Wealth Management Group, LLC	--	Jun 30, 24	-10.47K	--
COLONY GROUP LLC	34.13K	Sep 30, 23	+401	0.23%
S.C. Financial Services, Inc.	23.96K	Dec 31, 22	+23.96K	0.16%
Beaumont Financial Partners, LLC	--	Sep 30, 22	-73.72K	--

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Key FInancial Inc

367.61K

Jun 30, 26

+25.55K

2.51%

PRECEDENT WEALTH PARTNERS, LLC

190.05K

Jun 30, 26

+18.14K

1.30%

CENTRAL VALLEY ADVISORS, LLC

184.56K

Jun 30, 26

+15.03K

1.26%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

171.61K

Jun 30, 26

-10.90K

1.17%

Asset Dedication, LLC

124.96K

Jun 30, 26

+3.22K

0.85%

COMMONWEALTH EQUITY SERVICES, LLC

110.97K

Jun 30, 26

+5.94K

0.76%

Kathmere Capital Management, LLC

105.64K

Jun 30, 26

+1.26K

0.72%

Legacy Private Trust Co.

99.78K

Jun 30, 26

+42.26K

0.68%

SIGNATUREFD, LLC

90.10K

Jun 30, 26

0.62%

Cornerstone Wealth Management, LLC

75.53K

Jun 30, 26

+4.54K

0.52%

Kestra Advisory Services, LLC

72.73K

Jun 30, 26

+31.86K

0.50%

Farnam Financial LLC

62.71K

Jun 30, 26

+13.27K

0.43%

MISSION WEALTH MANAGEMENT, LP

62.48K

Jun 30, 26

+62.48K

0.43%

Clark Asset Management, LLC

62.00K

Jun 30, 26

+14.92K

0.42%

Private Advisor Group, LLC

54.42K

Jun 30, 26

+1.10K

0.37%

OLD SECOND NATIONAL BANK OF AURORA

50.35K

Jun 30, 26

+18.85K

0.34%

Astoria Portfolio Advisors LLC.

47.87K

Jun 30, 26

-476

0.33%

River Street Advisors LLC

46.31K

Jun 30, 26

+100

0.32%

Accurate Wealth Management, LLC

42.56K

Jun 30, 26

+4.57K

0.29%

Jacobi Capital Management LLC

41.79K

Jun 30, 26

+23.65K

0.29%

LANDAAS & CO /WI /ADV

41.17K

Jun 30, 26

+4.25K

0.28%

WEBSTER BANK, N. A.

38.70K

Jun 30, 26

0.26%

AlphaStar Capital Management, LLC

37.78K

Jun 30, 26

-354

0.26%

Sarver Vrooman Wealth Advisors

36.12K

Jun 30, 26

+72

0.25%

Wealthcare Advisory Partners LLC

31.92K

Jun 30, 26

0.22%

Wedmont Private Capital

30.48K

Jun 30, 26

+30.48K

0.21%

TCG Advisory Services, LLC

30.26K

Jun 30, 26

+7.62K

0.21%

SENTINEL PENSION ADVISORS INC

29.04K

Jun 30, 26

+17

0.20%

HOWARD WEALTH MANAGEMENT, LLC

25.73K

Jun 30, 26

+850

0.18%

KICKSTAND VENTURES, LLC.

24.45K

Jun 30, 26

+6.50K

0.17%

Avantax Planning Partners, Inc.

23.42K

Jun 30, 26

+159

0.16%

YANKCOM Partnership

23.23K

Jun 30, 26

0.16%

Sequoia Financial Advisors, LLC

22.86K

Jun 30, 26

0.16%

TLWM

21.95K

Jun 30, 26

0.15%

VOISARD ASSET MANAGEMENT GROUP, INC.

21.92K

Jun 30, 26

0.15%

AA Financial Advisors, LLC

21.61K

Jun 30, 26

+12

0.15%

Bill Few Associates, Inc.

17.12K

Jun 30, 26

0.12%

Carnegie Capital Asset Management, LLC

16.39K

Jun 30, 26

0.11%

Wingate Wealth Advisors, Inc.

15.43K

Jun 30, 26

+104

0.11%

Cooksen Wealth, LLC

14.86K

Jun 30, 26

0.10%

WEDBUSH SECURITIES INC

14.82K

Jun 30, 26

+14.82K

0.10%

Prospera Financial Services Inc

14.00K

Jun 30, 26

-695

0.10%

LEAVELL INVESTMENT MANAGEMENT, INC.

11.60K

Jun 30, 26

0.08%

BridgePort Financial Solutions, LLC

11.35K

Jun 30, 26

0.08%

BENJAMIN EDWARDS INC

10.79K

Jun 30, 26

-1.00K

0.07%

Cambridge Investment Research Advisors, Inc.

10.33K

Jun 30, 26

+10.33K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.28K

Jun 30, 26

-2.05K

0.07%

CGN Advisors LLC

10.02K

Jun 30, 26

-3.13K

0.07%

PRIVATE TRUST CO NA

9.97K

Jun 30, 26

+2.80K

0.07%

Foundry Financial Group, Inc.

9.81K

Jun 30, 26

+63

0.07%

Farther Finance Advisors, LLC

9.70K

Jun 30, 26

+568

0.07%

COOKSON PEIRCE & CO INC

9.39K

Jun 30, 26

+608

0.06%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

9.05K

Jun 30, 26

0.06%

Opulen Financial Group LLC

8.77K

Jun 30, 26

+51

0.06%

MEMBERS WEALTH LLC

8.62K

Jun 30, 26

-4.37K

0.06%

Crews Bank & Trust

8.46K

Jun 30, 26

0.06%

Knights of Columbus Asset Advisors LLC

7.06K

Jun 30, 26

0.05%

IFP Advisors, Inc

4.62K

Jun 30, 26

+275

0.03%

Collier Financial

1.95K

Jun 30, 26

0.01%

West Branch Capital LLC

500

Jun 30, 26

0.00%

Trust Co

285

Jun 30, 26

-113

0.00%

ASSETMARK, INC

Jun 30, 26

+49

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

-784

Golden State Equity Partners

Jun 30, 26

-850

MORGAN STANLEY

563.85K

Mar 31, 26

+13.56K

3.85%

LPL Financial LLC

500.07K

Mar 31, 26

+54.27K

3.42%

BANK OF AMERICA CORP /DE/

466.69K

Mar 31, 26

+181.98K

3.19%

WELLS FARGO & COMPANY/MN

462.63K

Mar 31, 26

+13.29K

3.16%

Invesco Ltd.

394.92K

Mar 31, 26

+25.09K

2.70%

RAYMOND JAMES FINANCIAL INC

332.67K

Mar 31, 26

+131.83K

2.27%

UBS Group AG

254.23K

Mar 31, 26

+57.83K

1.74%

HighTower Advisors, LLC

230.74K

Mar 31, 26

+71.21K

1.58%

Hills Bank & Trust Co

230.41K

Mar 31, 26

+23.85K

1.57%

Summit Financial, LLC

215.99K

Mar 31, 26

+1.60K

1.48%

Atlantic Union Bankshares Corp

214.47K

Mar 31, 26

+11.42K

1.46%

NewEdge Advisors, LLC

203.64K

Mar 31, 26

+20.81K

1.39%

Integrated Wealth Concepts LLC

196.49K

Mar 31, 26

+24.34K

1.34%

THRIVENT FINANCIAL FOR LUTHERANS

176.49K

Mar 31, 26

+74.81K

1.21%

Sanctuary Advisors, LLC

158.20K

Mar 31, 26

-28.93K

1.08%

MONECO Advisors, LLC

150.41K

Mar 31, 26

+15.17K

1.03%

ADVISOR GROUP HOLDINGS, INC.

138.45K

Mar 31, 26

+9.30K

0.95%

ENVESTNET ASSET MANAGEMENT INC

124.73K

Mar 31, 26

+9.16K

0.85%

Colony Group, LLC

112.94K

Mar 31, 26

+1.04K

0.77%

AMERIPRISE FINANCIAL INC

108.92K

Mar 31, 26

+33.90K

0.74%

Thomas J. Herzfeld Advisors, Inc.

96.21K

Mar 31, 26

+96.21K

0.66%

VestGen Advisors, LLC

92.60K

Mar 31, 26

-3.96K

0.63%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

83.50K

Mar 31, 26

+30.18K

0.57%

Paulson Wealth Management Inc.

78.51K

Mar 31, 26

+18.84K

0.54%

MML INVESTORS SERVICES, LLC

69.46K

Mar 31, 26

-18.56K

0.47%

JONES FINANCIAL COMPANIES LLLP

69.18K

Mar 31, 26

+13.45K

0.47%

Equitable Holdings, Inc.

68.97K

Mar 31, 26

+1.77K

0.47%

STIFEL FINANCIAL CORP

68.78K

Mar 31, 26

-7.83K

0.47%

ROYAL BANK OF CANADA

67.86K

Mar 31, 26

+2.94K

0.46%

Aptus Capital Advisors, LLC

54.08K

Mar 31, 26

+10.72K

0.37%

Farmers National Bank

51.26K

Mar 31, 26

+315

0.35%

Steward Partners Investment Advisory, LLC

47.99K

Mar 31, 26

+2.83K

0.33%

CAPTRUST FINANCIAL ADVISORS

47.20K

Mar 31, 26

+62

0.32%

PAX Financial Group, LLC

47.19K

Mar 31, 26

+144

0.32%

BROWN ADVISORY INC

46.64K

Mar 31, 26

0.32%

Waverly Advisors, LLC

42.15K

Mar 31, 26

+3.31K

0.29%

Willis Johnson & Associates, Inc.

42.15K

Mar 31, 26

+42.15K

0.29%

Vermillion & White Wealth Management Group, LLC

39.01K

Mar 31, 26

+149

0.27%

Meridian Wealth Management, LLC

38.95K

Mar 31, 26

0.27%

Cetera Investment Advisers

32.37K

Mar 31, 26

+8.52K

0.22%

OneAscent Financial Services LLC

31.75K

Mar 31, 26

+31.75K

0.22%

Marietta Wealth Management, LLC

30.55K

Mar 31, 26

+300

0.21%

Savant Capital, LLC

30.43K

Mar 31, 26

-429

0.21%

Hobbs Group Advisors, LLC

29.39K

Mar 31, 26

+3.67K

0.20%

First Command Advisory Services, Inc.

27.46K

Mar 31, 26

+7.45K

0.19%

WESPAC Advisors, LLC

25.87K

Mar 31, 26

0.18%

Lido Advisors, LLC

24.31K

Mar 31, 26

0.17%

Resources Investment Advisors, LLC.

24.06K

Mar 31, 26

0.16%

Heritage Trust Co

23.62K

Mar 31, 26

+5.47K

0.16%

Addison Advisors LLC

23.17K

Mar 31, 26

+672

0.16%

Baird Financial Group, Inc.

23.07K

Mar 31, 26

+9.47K

0.16%

HARBOUR INVESTMENTS, INC.

22.95K

Mar 31, 26

+4.50K

0.16%

HUNTINGTON NATIONAL BANK

21.55K

Mar 31, 26

+12.67K

0.15%

Horizons Wealth Management

17.62K

Mar 31, 26

0.12%

SNS Financial Group, LLC

17.46K

Mar 31, 26

0.12%

Clearstead Advisors, LLC

16.87K

Mar 31, 26

0.12%

Beacon Pointe Advisors, LLC

15.51K

Mar 31, 26

+5.09K

0.11%

SILVERLAKE WEALTH MANAGEMENT LLC

14.62K

Mar 31, 26

0.10%

Coastal Bridge Advisors, LLC

14.22K

Mar 31, 26

+2.75K

0.10%

Capital Analysts, LLC

13.93K

Mar 31, 26

+33

0.10%

Vestmark Advisory Solutions, Inc.

12.79K

Mar 31, 26

+12.79K

0.09%

Pensionmark Financial Group, LLC

12.79K

Mar 31, 26

+12.79K

0.09%

Tassel Capital Management, Inc.

12.43K

Mar 31, 26

+837

0.08%

Independent Advisor Alliance

11.25K

Mar 31, 26

+11.25K

0.08%

Western Wealth Management, LLC

11.10K

Mar 31, 26

-3.50K

0.08%

Advisory Services Network, LLC

10.79K

Mar 31, 26

+1.32K

0.07%

Community Bank & Trust, Waco, Texas

9.32K

Mar 31, 26

0.06%

Ausdal Financial Partners, Inc.

9.30K

Mar 31, 26

+9.30K

0.06%

HighPoint Advisor Group LLC

8.59K

Mar 31, 26

+8.59K

0.06%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.79K

Mar 31, 26

0.05%

Anchor Investment Management, LLC

6.20K

Mar 31, 26

+6.20K

0.04%

Larson Financial Group LLC

5.35K

Mar 31, 26

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

4.13K

Mar 31, 26

+91

0.03%

Geneos Wealth Management Inc.

3.10K

Mar 31, 26

0.02%

CWM, LLC

557

Mar 31, 26

-836

0.00%

MAI Capital Management

549

Mar 31, 26

-1.72K

0.00%

Francis Financial, Inc.

Mar 31, 26

-8.56K

Koss-Olinger Consulting, LLC

Mar 31, 26

-32.53K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-10.93K

Elequin Securities, LLC

Mar 31, 26

-155.30K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-13.46K

JANE STREET GROUP, LLC

Mar 31, 26

-13.41K

StoneX Group Inc.

Mar 31, 26

-14.31K

Summit Trail Advisors, LLC

Mar 31, 26

-33.45K

ORG Partners LLC

850

Dec 31, 25

0.01%

Sterling Financial Group, Inc.

28.40K

Sep 30, 25

+9.98K

0.19%

Kades & Cheifetz LLC

11.51K

Dec 31, 24

+2.04K

0.08%

RAYMOND JAMES & ASSOCIATES

74.16K

Sep 30, 24

-36.48K

0.51%

Raymond James Financial Services Advisors, Inc.

33.18K

Sep 30, 24

+2.87K

0.23%

BENJAMIN F. EDWARDS & COMPANY, INC.

12.91K

Jun 30, 24

-128

0.09%

Levy Wealth Management Group, LLC

Jun 30, 24

-10.47K

COLONY GROUP LLC

34.13K

Sep 30, 23

+401

0.23%

S.C. Financial Services, Inc.

23.96K

Dec 31, 22

+23.96K

0.16%

Beaumont Financial Partners, LLC

Sep 30, 22

-73.72K