Invesco BulletShares 2028 Municipal Bond ETF(BSMS)

$23.37—

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Invesco BulletShares 2028 Municipal Bond ETF(BSMS)

NASDAQ

$23.37—

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BSMS(BSMS)

BSMS

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

Institutional Ownership

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
TRUIST FINANCIAL CORP	324.17K	Jun 30, 26	+22.94K	2.46%
COMMONWEALTH EQUITY SERVICES, LLC	216.23K	Jun 30, 26	+18.70K	1.64%
Kathmere Capital Management, LLC	208.19K	Jun 30, 26	-2.69K	1.58%
CENTRAL VALLEY ADVISORS, LLC	188.61K	Jun 30, 26	+14.74K	1.43%
PRECEDENT WEALTH PARTNERS, LLC	179.96K	Jun 30, 26	+11.94K	1.37%
HighTower Advisors, LLC	172.74K	Jun 30, 26	+43.04K	1.31%
ENVESTNET ASSET MANAGEMENT INC	137.94K	Jun 30, 26	+9.45K	1.05%
Key FInancial Inc	110.60K	Jun 30, 26	-36.12K	0.84%
Asset Dedication, LLC	107.51K	Jun 30, 26	-1.14K	0.82%
Legacy Private Trust Co.	94.13K	Jun 30, 26	+37.01K	0.71%
Clark Asset Management, LLC	92.97K	Jun 30, 26	+12.89K	0.71%
SIGNATUREFD, LLC	86.92K	Jun 30, 26	--	0.66%
Cornerstone Wealth Management, LLC	66.55K	Jun 30, 26	+5.11K	0.51%
MISSION WEALTH MANAGEMENT, LP	63.51K	Jun 30, 26	+53.68K	0.48%
Paulson Wealth Management Inc.	58.75K	Jun 30, 26	-951	0.45%
PAX Financial Group, LLC	47.35K	Jun 30, 26	+492	0.36%
Accurate Wealth Management, LLC	43.53K	Jun 30, 26	+6.92K	0.33%
Jacobi Capital Management LLC	42.18K	Jun 30, 26	+23.90K	0.32%
Garrett Wealth Advisory Group, LLC	40.57K	Jun 30, 26	+40.57K	0.31%
AlphaStar Capital Management, LLC	39.42K	Jun 30, 26	-349	0.30%
Private Advisor Group, LLC	36.12K	Jun 30, 26	+5.15K	0.27%
Astoria Portfolio Advisors LLC.	36.08K	Jun 30, 26	-321	0.27%
WEBSTER BANK, N. A.	34.08K	Jun 30, 26	--	0.26%
Marietta Wealth Management, LLC	30.77K	Jun 30, 26	--	0.23%
TCG Advisory Services, LLC	30.54K	Jun 30, 26	+7.68K	0.23%
Wedmont Private Capital	30.43K	Jun 30, 26	+30.43K	0.23%
Wealthcare Advisory Partners LLC	29.53K	Jun 30, 26	--	0.22%
SENTINEL PENSION ADVISORS INC	28.01K	Jun 30, 26	+17	0.21%
OLD SECOND NATIONAL BANK OF AURORA	27.99K	Jun 30, 26	+12.87K	0.21%
Meridian Wealth Management, LLC	26.83K	Jun 30, 26	--	0.20%
River Street Advisors LLC	26.79K	Jun 30, 26	-530	0.20%
HOWARD WEALTH MANAGEMENT, LLC	25.91K	Jun 30, 26	+855	0.20%
Wingate Wealth Advisors, Inc.	24.16K	Jun 30, 26	+8.65K	0.18%
Carnegie Capital Asset Management, LLC	23.81K	Jun 30, 26	+723	0.18%
LANDAAS & CO /WI /ADV	23.66K	Jun 30, 26	-4.35K	0.18%
Avantax Planning Partners, Inc.	23.63K	Jun 30, 26	+165	0.18%
Sequoia Financial Advisors, LLC	23.19K	Jun 30, 26	-900	0.18%
TLWM	21.90K	Jun 30, 26	--	0.17%
KICKSTAND VENTURES, LLC.	21.78K	Jun 30, 26	+5.25K	0.17%
AA Financial Advisors, LLC	18.55K	Jun 30, 26	+13	0.14%
MEMBERS WEALTH LLC	17.35K	Jun 30, 26	--	0.13%
Atria Investments, Inc	17.10K	Jun 30, 26	+122	0.13%
YANKCOM Partnership	15.27K	Jun 30, 26	--	0.12%
Cooksen Wealth, LLC	15.05K	Jun 30, 26	--	0.11%
WEDBUSH SECURITIES INC	14.93K	Jun 30, 26	+14.93K	0.11%
Kestra Advisory Services, LLC	14.87K	Jun 30, 26	+14.87K	0.11%
FF Advisors,LLC	14.29K	Jun 30, 26	--	0.11%
Farnam Financial LLC	13.96K	Jun 30, 26	+13.96K	0.11%
PRIVATE TRUST CO NA	13.04K	Jun 30, 26	+1.54K	0.10%
Bill Few Associates, Inc.	12.84K	Jun 30, 26	--	0.10%
Prospera Financial Services Inc	12.30K	Jun 30, 26	-197	0.09%
BridgePort Financial Solutions, LLC	12.29K	Jun 30, 26	--	0.09%
CGN Advisors LLC	11.03K	Jun 30, 26	-191	0.08%
HighPoint Advisor Group LLC	10.41K	Jun 30, 26	+10.41K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.26K	Jun 30, 26	-1.73K	0.08%
Farther Finance Advisors, LLC	10.05K	Jun 30, 26	+602	0.08%
Foundry Financial Group, Inc.	9.88K	Jun 30, 26	+51	0.07%
COOKSON PEIRCE & CO INC	9.38K	Jun 30, 26	+602	0.07%
Opulen Financial Group LLC	9.00K	Jun 30, 26	+54	0.07%
Community Bank & Trust, Waco, Texas	8.89K	Jun 30, 26	--	0.07%
LEAVELL INVESTMENT MANAGEMENT, INC.	8.70K	Jun 30, 26	--	0.07%
Crews Bank & Trust	8.54K	Jun 30, 26	--	0.06%
Knights of Columbus Asset Advisors LLC	7.11K	Jun 30, 26	--	0.05%
ASSETMARK, INC	7.10K	Jun 30, 26	+7.10K	0.05%
Capital Analysts, LLC	6.63K	Jun 30, 26	--	0.05%
Davis Capital Management	710	Jun 30, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	640	Jun 30, 26	--	0.00%
Collier Financial	575	Jun 30, 26	--	0.00%
Trust Co	288	Jun 30, 26	-114	0.00%
IFP Advisors, Inc	88	Jun 30, 26	-156	0.00%
Arlington Capital Management, Inc.	--	Jun 30, 26	-11.62K	--
Golden State Equity Partners	--	Jun 30, 26	-6.85K	--
LPL Financial LLC	511.15K	Mar 31, 26	+32.62K	3.88%
MORGAN STANLEY	401.50K	Mar 31, 26	+32.77K	3.05%
Invesco Ltd.	397.94K	Mar 31, 26	+18.88K	3.02%
RAYMOND JAMES FINANCIAL INC	348.36K	Mar 31, 26	+134.58K	2.65%
BANK OF AMERICA CORP /DE/	292.73K	Mar 31, 26	+35.46K	2.22%
UBS Group AG	264.40K	Mar 31, 26	+37.61K	2.01%
Hills Bank & Trust Co	246.89K	Mar 31, 26	+28.84K	1.87%
Summit Financial, LLC	217.80K	Mar 31, 26	+1.36K	1.65%
NewEdge Advisors, LLC	207.55K	Mar 31, 26	+25.22K	1.58%
WELLS FARGO & COMPANY/MN	166.62K	Mar 31, 26	-7.79K	1.27%
MONECO Advisors, LLC	158.60K	Mar 31, 26	+20.73K	1.20%
Integrated Wealth Concepts LLC	156.03K	Mar 31, 26	+14.64K	1.18%
Atlantic Union Bankshares Corp	147.21K	Mar 31, 26	+9.95K	1.12%
HighTower Advisors, LLC	129.70K	Mar 31, 26	+12.57K	0.98%
ADVISOR GROUP HOLDINGS, INC.	115.13K	Mar 31, 26	+12.16K	0.87%
THRIVENT FINANCIAL FOR LUTHERANS	114.09K	Mar 31, 26	+88.59K	0.87%
Colony Group, LLC	109.44K	Mar 31, 26	+1.04K	0.83%
VestGen Advisors, LLC	85.74K	Mar 31, 26	-519	0.65%
Sanctuary Advisors, LLC	81.32K	Mar 31, 26	-25.85K	0.62%
JONES FINANCIAL COMPANIES LLLP	77.61K	Mar 31, 26	+19.06K	0.59%
JANE STREET GROUP, LLC	74.21K	Mar 31, 26	+74.21K	0.56%
MML INVESTORS SERVICES, LLC	72.83K	Mar 31, 26	-19.50K	0.55%
STIFEL FINANCIAL CORP	69.58K	Mar 31, 26	+4.18K	0.53%
Paulson Wealth Management Inc.	59.70K	Mar 31, 26	+18.91K	0.45%
Lido Advisors, LLC	54.18K	Mar 31, 26	--	0.41%
Farmers National Bank	54.16K	Mar 31, 26	+317	0.41%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	53.60K	Mar 31, 26	+4.88K	0.41%
Modern Wealth Management, LLC	48.64K	Mar 31, 26	--	0.37%
BROWN ADVISORY INC	46.96K	Mar 31, 26	--	0.36%
Steward Partners Investment Advisory, LLC	43.96K	Mar 31, 26	+7.09K	0.33%
Willis Johnson & Associates, Inc.	42.38K	Mar 31, 26	+42.38K	0.32%
CAPTRUST FINANCIAL ADVISORS	41.20K	Mar 31, 26	+64	0.31%
Cetera Investment Advisers	32.88K	Mar 31, 26	+8.25K	0.25%
Vermillion & White Wealth Management Group, LLC	29.47K	Mar 31, 26	+56	0.22%
HUNTINGTON NATIONAL BANK	28.24K	Mar 31, 26	+11.06K	0.21%
Addison Advisors LLC	27.53K	Mar 31, 26	+1.17K	0.21%
Anchor Investment Management, LLC	27.20K	Mar 31, 26	+12.20K	0.21%
Hobbs Group Advisors, LLC	26.24K	Mar 31, 26	+3.70K	0.20%
HARBOUR INVESTMENTS, INC.	24.17K	Mar 31, 26	+5.47K	0.18%
DOVER ADVISORS, LLC	21.89K	Mar 31, 26	--	0.17%
WESPAC Advisors, LLC	21.65K	Mar 31, 26	--	0.16%
Horizons Wealth Management	21.54K	Mar 31, 26	--	0.16%
Heritage Trust Co	20.89K	Mar 31, 26	+4.80K	0.16%
Resources Investment Advisors, LLC.	20.28K	Mar 31, 26	--	0.15%
Aptus Capital Advisors, LLC	19.58K	Mar 31, 26	+9.77K	0.15%
First Command Advisory Services, Inc.	19.38K	Mar 31, 26	+7.50K	0.15%
ROYAL BANK OF CANADA	18.62K	Mar 31, 26	-725	0.14%
Baird Financial Group, Inc.	17.37K	Mar 31, 26	+17.37K	0.13%
AMERIPRISE FINANCIAL INC	17.17K	Mar 31, 26	+5.39K	0.13%
Clearstead Advisors, LLC	17.02K	Mar 31, 26	--	0.13%
Ausdal Financial Partners, Inc.	14.88K	Mar 31, 26	+2.63K	0.11%
Coastal Bridge Advisors, LLC	13.78K	Mar 31, 26	+3.36K	0.10%
SILVERLAKE WEALTH MANAGEMENT LLC	13.70K	Mar 31, 26	--	0.10%
Beacon Pointe Advisors, LLC	11.36K	Mar 31, 26	+1.30K	0.09%
CVFG LLC	9.41K	Mar 31, 26	+9.41K	0.07%
Garden State Investment Advisory Services LLC	8.98K	Mar 31, 26	-879	0.07%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.86K	Mar 31, 26	--	0.05%
Larson Financial Group LLC	5.42K	Mar 31, 26	--	0.04%
Geneos Wealth Management Inc.	3.10K	Mar 31, 26	--	0.02%
Western Wealth Management, LLC	2.18K	Mar 31, 26	+2.18K	0.02%
Advisory Services Network, LLC	2.12K	Mar 31, 26	+2.12K	0.02%
Elequin Securities, LLC	--	Mar 31, 26	-1.20K	--
StoneX Group Inc.	--	Mar 31, 26	-14.46K	--
Francis Financial, Inc.	--	Mar 31, 26	-8.52K	--
CWM, LLC	--	Mar 31, 26	-856	--
Koss-Olinger Consulting, LLC	--	Mar 31, 26	-27.98K	--
ORG Partners LLC	6.85K	Dec 31, 25	--	0.05%
Sterling Financial Group, Inc.	32.34K	Sep 30, 25	+12.79K	0.25%
RAYMOND JAMES & ASSOCIATES	54.20K	Sep 30, 24	+1.29K	0.41%
Raymond James Financial Services Advisors, Inc.	16.31K	Sep 30, 24	+2.54K	0.12%
BENJAMIN F. EDWARDS & COMPANY, INC.	7.35K	Jun 30, 24	+166	0.06%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	--	Mar 31, 24	-14.13K	--
COLONY GROUP LLC	34.14K	Sep 30, 23	+405	0.26%
S.C. Financial Services, Inc.	9.62K	Dec 31, 22	+9.62K	0.07%

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Holder

Date

Change

% Held

TRUIST FINANCIAL CORP

324.17K

Jun 30, 26

+22.94K

2.46%

COMMONWEALTH EQUITY SERVICES, LLC

216.23K

Jun 30, 26

+18.70K

1.64%

Kathmere Capital Management, LLC

208.19K

Jun 30, 26

-2.69K

1.58%

CENTRAL VALLEY ADVISORS, LLC

188.61K

Jun 30, 26

+14.74K

1.43%

PRECEDENT WEALTH PARTNERS, LLC

179.96K

Jun 30, 26

+11.94K

1.37%

HighTower Advisors, LLC

172.74K

Jun 30, 26

+43.04K

1.31%

ENVESTNET ASSET MANAGEMENT INC

137.94K

Jun 30, 26

+9.45K

1.05%

Key FInancial Inc

110.60K

Jun 30, 26

-36.12K

0.84%

Asset Dedication, LLC

107.51K

Jun 30, 26

-1.14K

0.82%

Legacy Private Trust Co.

94.13K

Jun 30, 26

+37.01K

0.71%

Clark Asset Management, LLC

92.97K

Jun 30, 26

+12.89K

0.71%

SIGNATUREFD, LLC

86.92K

Jun 30, 26

0.66%

Cornerstone Wealth Management, LLC

66.55K

Jun 30, 26

+5.11K

0.51%

MISSION WEALTH MANAGEMENT, LP

63.51K

Jun 30, 26

+53.68K

0.48%

Paulson Wealth Management Inc.

58.75K

Jun 30, 26

-951

0.45%

PAX Financial Group, LLC

47.35K

Jun 30, 26

+492

0.36%

Accurate Wealth Management, LLC

43.53K

Jun 30, 26

+6.92K

0.33%

Jacobi Capital Management LLC

42.18K

Jun 30, 26

+23.90K

0.32%

Garrett Wealth Advisory Group, LLC

40.57K

Jun 30, 26

+40.57K

0.31%

AlphaStar Capital Management, LLC

39.42K

Jun 30, 26

-349

0.30%

Private Advisor Group, LLC

36.12K

Jun 30, 26

+5.15K

0.27%

Astoria Portfolio Advisors LLC.

36.08K

Jun 30, 26

-321

0.27%

WEBSTER BANK, N. A.

34.08K

Jun 30, 26

0.26%

Marietta Wealth Management, LLC

30.77K

Jun 30, 26

0.23%

TCG Advisory Services, LLC

30.54K

Jun 30, 26

+7.68K

0.23%

Wedmont Private Capital

30.43K

Jun 30, 26

+30.43K

0.23%

Wealthcare Advisory Partners LLC

29.53K

Jun 30, 26

0.22%

SENTINEL PENSION ADVISORS INC

28.01K

Jun 30, 26

+17

0.21%

OLD SECOND NATIONAL BANK OF AURORA

27.99K

Jun 30, 26

+12.87K

0.21%

Meridian Wealth Management, LLC

26.83K

Jun 30, 26

0.20%

River Street Advisors LLC

26.79K

Jun 30, 26

-530

0.20%

HOWARD WEALTH MANAGEMENT, LLC

25.91K

Jun 30, 26

+855

0.20%

Wingate Wealth Advisors, Inc.

24.16K

Jun 30, 26

+8.65K

0.18%

Carnegie Capital Asset Management, LLC

23.81K

Jun 30, 26

+723

0.18%

LANDAAS & CO /WI /ADV

23.66K

Jun 30, 26

-4.35K

0.18%

Avantax Planning Partners, Inc.

23.63K

Jun 30, 26

+165

0.18%

Sequoia Financial Advisors, LLC

23.19K

Jun 30, 26

-900

0.18%

TLWM

21.90K

Jun 30, 26

0.17%

KICKSTAND VENTURES, LLC.

21.78K

Jun 30, 26

+5.25K

0.17%

AA Financial Advisors, LLC

18.55K

Jun 30, 26

+13

0.14%

MEMBERS WEALTH LLC

17.35K

Jun 30, 26

0.13%

Atria Investments, Inc

17.10K

Jun 30, 26

+122

0.13%

YANKCOM Partnership

15.27K

Jun 30, 26

0.12%

Cooksen Wealth, LLC

15.05K

Jun 30, 26

0.11%

WEDBUSH SECURITIES INC

14.93K

Jun 30, 26

+14.93K

0.11%

Kestra Advisory Services, LLC

14.87K

Jun 30, 26

+14.87K

0.11%

FF Advisors,LLC

14.29K

Jun 30, 26

0.11%

Farnam Financial LLC

13.96K

Jun 30, 26

+13.96K

0.11%

PRIVATE TRUST CO NA

13.04K

Jun 30, 26

+1.54K

0.10%

Bill Few Associates, Inc.

12.84K

Jun 30, 26

0.10%

Prospera Financial Services Inc

12.30K

Jun 30, 26

-197

0.09%

BridgePort Financial Solutions, LLC

12.29K

Jun 30, 26

0.09%

CGN Advisors LLC

11.03K

Jun 30, 26

-191

0.08%

HighPoint Advisor Group LLC

10.41K

Jun 30, 26

+10.41K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.26K

Jun 30, 26

-1.73K

0.08%

Farther Finance Advisors, LLC

10.05K

Jun 30, 26

+602

0.08%

Foundry Financial Group, Inc.

9.88K

Jun 30, 26

+51

0.07%

COOKSON PEIRCE & CO INC

9.38K

Jun 30, 26

+602

0.07%

Opulen Financial Group LLC

9.00K

Jun 30, 26

+54

0.07%

Community Bank & Trust, Waco, Texas

8.89K

Jun 30, 26

0.07%

LEAVELL INVESTMENT MANAGEMENT, INC.

8.70K

Jun 30, 26

0.07%

Crews Bank & Trust

8.54K

Jun 30, 26

0.06%

Knights of Columbus Asset Advisors LLC

7.11K

Jun 30, 26

0.05%

ASSETMARK, INC

7.10K

Jun 30, 26

+7.10K

0.05%

Capital Analysts, LLC

6.63K

Jun 30, 26

0.05%

Davis Capital Management

710

Jun 30, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

640

Jun 30, 26

0.00%

Collier Financial

575

Jun 30, 26

0.00%

Trust Co

288

Jun 30, 26

-114

0.00%

IFP Advisors, Inc

Jun 30, 26

-156

0.00%

Arlington Capital Management, Inc.

Jun 30, 26

-11.62K

Golden State Equity Partners

Jun 30, 26

-6.85K

LPL Financial LLC

511.15K

Mar 31, 26

+32.62K

3.88%

MORGAN STANLEY

401.50K

Mar 31, 26

+32.77K

3.05%

Invesco Ltd.

397.94K

Mar 31, 26

+18.88K

3.02%

RAYMOND JAMES FINANCIAL INC

348.36K

Mar 31, 26

+134.58K

2.65%

BANK OF AMERICA CORP /DE/

292.73K

Mar 31, 26

+35.46K

2.22%

UBS Group AG

264.40K

Mar 31, 26

+37.61K

2.01%

Hills Bank & Trust Co

246.89K

Mar 31, 26

+28.84K

1.87%

Summit Financial, LLC

217.80K

Mar 31, 26

+1.36K

1.65%

NewEdge Advisors, LLC

207.55K

Mar 31, 26

+25.22K

1.58%

WELLS FARGO & COMPANY/MN

166.62K

Mar 31, 26

-7.79K

1.27%

MONECO Advisors, LLC

158.60K

Mar 31, 26

+20.73K

1.20%

Integrated Wealth Concepts LLC

156.03K

Mar 31, 26

+14.64K

1.18%

Atlantic Union Bankshares Corp

147.21K

Mar 31, 26

+9.95K

1.12%

HighTower Advisors, LLC

129.70K

Mar 31, 26

+12.57K

0.98%

ADVISOR GROUP HOLDINGS, INC.

115.13K

Mar 31, 26

+12.16K

0.87%

THRIVENT FINANCIAL FOR LUTHERANS

114.09K

Mar 31, 26

+88.59K

0.87%

Colony Group, LLC

109.44K

Mar 31, 26

+1.04K

0.83%

VestGen Advisors, LLC

85.74K

Mar 31, 26

-519

0.65%

Sanctuary Advisors, LLC

81.32K

Mar 31, 26

-25.85K

0.62%

JONES FINANCIAL COMPANIES LLLP

77.61K

Mar 31, 26

+19.06K

0.59%

JANE STREET GROUP, LLC

74.21K

Mar 31, 26

+74.21K

0.56%

MML INVESTORS SERVICES, LLC

72.83K

Mar 31, 26

-19.50K

0.55%

STIFEL FINANCIAL CORP

69.58K

Mar 31, 26

+4.18K

0.53%

Paulson Wealth Management Inc.

59.70K

Mar 31, 26

+18.91K

0.45%

Lido Advisors, LLC

54.18K

Mar 31, 26

0.41%

Farmers National Bank

54.16K

Mar 31, 26

+317

0.41%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

53.60K

Mar 31, 26

+4.88K

0.41%

Modern Wealth Management, LLC

48.64K

Mar 31, 26

0.37%

BROWN ADVISORY INC

46.96K

Mar 31, 26

0.36%

Steward Partners Investment Advisory, LLC

43.96K

Mar 31, 26

+7.09K

0.33%

Willis Johnson & Associates, Inc.

42.38K

Mar 31, 26

+42.38K

0.32%

CAPTRUST FINANCIAL ADVISORS

41.20K

Mar 31, 26

+64

0.31%

Cetera Investment Advisers

32.88K

Mar 31, 26

+8.25K

0.25%

Vermillion & White Wealth Management Group, LLC

29.47K

Mar 31, 26

+56

0.22%

HUNTINGTON NATIONAL BANK

28.24K

Mar 31, 26

+11.06K

0.21%

Addison Advisors LLC

27.53K

Mar 31, 26

+1.17K

0.21%

Anchor Investment Management, LLC

27.20K

Mar 31, 26

+12.20K

0.21%

Hobbs Group Advisors, LLC

26.24K

Mar 31, 26

+3.70K

0.20%

HARBOUR INVESTMENTS, INC.

24.17K

Mar 31, 26

+5.47K

0.18%

DOVER ADVISORS, LLC

21.89K

Mar 31, 26

0.17%

WESPAC Advisors, LLC

21.65K

Mar 31, 26

0.16%

Horizons Wealth Management

21.54K

Mar 31, 26

0.16%

Heritage Trust Co

20.89K

Mar 31, 26

+4.80K

0.16%

Resources Investment Advisors, LLC.

20.28K

Mar 31, 26

0.15%

Aptus Capital Advisors, LLC

19.58K

Mar 31, 26

+9.77K

0.15%

First Command Advisory Services, Inc.

19.38K

Mar 31, 26

+7.50K

0.15%

ROYAL BANK OF CANADA

18.62K

Mar 31, 26

-725

0.14%

Baird Financial Group, Inc.

17.37K

Mar 31, 26

+17.37K

0.13%

AMERIPRISE FINANCIAL INC

17.17K

Mar 31, 26

+5.39K

0.13%

Clearstead Advisors, LLC

17.02K

Mar 31, 26

0.13%

Ausdal Financial Partners, Inc.

14.88K

Mar 31, 26

+2.63K

0.11%

Coastal Bridge Advisors, LLC

13.78K

Mar 31, 26

+3.36K

0.10%

SILVERLAKE WEALTH MANAGEMENT LLC

13.70K

Mar 31, 26

0.10%

Beacon Pointe Advisors, LLC

11.36K

Mar 31, 26

+1.30K

0.09%

CVFG LLC

9.41K

Mar 31, 26

+9.41K

0.07%

Garden State Investment Advisory Services LLC

8.98K

Mar 31, 26

-879

0.07%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.86K

Mar 31, 26

0.05%

Larson Financial Group LLC

5.42K

Mar 31, 26

0.04%

Geneos Wealth Management Inc.

3.10K

Mar 31, 26

0.02%

Western Wealth Management, LLC

2.18K

Mar 31, 26

+2.18K

0.02%

Advisory Services Network, LLC

2.12K

Mar 31, 26

+2.12K

0.02%

Elequin Securities, LLC

Mar 31, 26

-1.20K

StoneX Group Inc.

Mar 31, 26

-14.46K

Francis Financial, Inc.

Mar 31, 26

-8.52K

CWM, LLC

Mar 31, 26

-856

Koss-Olinger Consulting, LLC

Mar 31, 26

-27.98K

ORG Partners LLC

6.85K

Dec 31, 25

0.05%

Sterling Financial Group, Inc.

32.34K

Sep 30, 25

+12.79K

0.25%

RAYMOND JAMES & ASSOCIATES

54.20K

Sep 30, 24

+1.29K

0.41%

Raymond James Financial Services Advisors, Inc.

16.31K

Sep 30, 24

+2.54K

0.12%

BENJAMIN F. EDWARDS & COMPANY, INC.

7.35K

Jun 30, 24

+166

0.06%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

Mar 31, 24

-14.13K

COLONY GROUP LLC

34.14K

Sep 30, 23

+405

0.26%

S.C. Financial Services, Inc.

9.62K

Dec 31, 22

+9.62K

0.07%