Invesco Exchange-Traded Self-Indexed Fund Trust - BSCV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | No change | 10,832,928 | 177,497 | 1.21% | 1.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 7,675,438 | 125,762 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,287,858 | 70,256 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,510,216 | 57,514 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,071,589 | 50,327 | 0.84% | 0.84% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 2,445,458 | 40,068 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 2,400,792 | 39,336 | 1.03% | 1.03% | 7 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 2,395,263 | 39,246 | 3.04% | 3.04% | 8 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,184,082 | 35,786 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,180,731 | 35,731 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,820,580 | 29,830 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,645,463 | 26,960 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 1,578,888 | 25,870 | 1.58% | 1.58% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 1,568,920 | 25,707 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Counsel, LLC | History | No change | 1,335,960 | 21,889 | 2.71% | 2.71% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,311,336 | 21,486 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Headland Capital, LLC | History | No change | 1,303,900 | 21,364 | 5.27% | 5.27% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | No change | 1,255,637 | 20,573 | 0.12% | 0.12% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 1,149,628 | 18,836 | 1.48% | 1.48% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,054,065 | 17,270 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,032,789 | 16,922 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GPM Growth Investors, Inc. | History | No change | 991,889 | 16,252 | 6.79% | 6.79% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 974,092 | 15,960 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | No change | 846,268 | 13,866 | 1.56% | 1.56% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 750,708 | 12,300 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 688,529 | 11,309 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 666,947 | 10,927 | 0.36% | 0.36% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 663,366 | 10,869 | 2.79% | 2.79% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAVIS R M INC | History | No change | 653,039 | 10,700 | 0.17% | 0.17% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMJ Financial Wealth Management | History | No change | 622,503 | 10,246 | 2.42% | 2.42% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 612,339 | 10,033 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hills Bank & Trust Co | History | No change | 602,856 | 9,877 | 0.42% | 0.42% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Goepper Burkhardt LLC | History | No change | 588,199 | 9,637 | 2.89% | 2.89% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning, LLC | History | No change | 586,699 | 9,613 | 2.22% | 2.22% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 549,842 | 9,009 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 549,142 | 8,997 | 0.57% | 0.57% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 548,149 | 8,983 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 512,472 | 8,392 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | No change | 488,157 | 7,998 | 1.35% | 1.35% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 485,744 | 7,958 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 477,244 | 7,819 | 0.14% | 0.14% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marietta Wealth Management, LLC | History | No change | 476,339 | 7,804 | 0.8% | 0.8% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 464,246 | 7,606 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 456,905 | 7,486 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 453,793 | 7,435 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Red Spruce Capital, LLC | History | No change | 422,257 | 6,918 | 2.41% | 2.41% | 46 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Decker Wealth Management LLC | History | No change | 409,510 | 6,709 | 1.42% | 1.42% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Carmel Capital Partners, LLC | History | No change | 395,166 | 6,474 | 2.13% | 2.13% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 374,288 | 6,133 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waycross Investment Management Co | History | No change | 372,853 | 6,109 | 4.65% | 4.65% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 369,076 | 6,047 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 347,477 | 5,693 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 325,887 | 5,339 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCS Wealth Management | History | No change | 312,326 | 5,117 | 0.92% | 0.92% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NorthAvenue LLC | History | No change | 303,722 | 4,976 | 3.56% | 3.56% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 301,790 | 4,944 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Colonial Trust Advisors | History | No change | 283,092 | 4,638 | 0.32% | 0.32% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORTON COMMUNITY BANK | History | No change | 268,400 | 4,397 | 0.9% | 0.9% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | No change | 263,721 | 4,321 | 1.01% | 1.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 254,286 | 4,166 | 2.21% | 2.21% | 60 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Carroll Advisory Group, LLC | History | No change | 249,394 | 4,086 | 1.34% | 1.34% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 221,568 | 3,630 | 0.26% | 0.26% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 220,534 | 3,613 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 215,472 | 3,530 | 0.42% | 0.42% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 202,533 | 3,318 | 2.68% | 2.68% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farnam Financial LLC | History | No change | 194,069 | 3,179 | 2.32% | 2.32% | 66 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Opulen Financial Group LLC | History | No change | 193,037 | 3,162 | 1.99% | 1.99% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 180,949 | 2,964 | 1.63% | 1.63% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 176,932 | 2,899 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Addison Advisors LLC | History | No change | 175,107 | 2,869 | 1.35% | 1.35% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carnegie Investment Counsel | History | No change | 174,505 | 2,859 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 164,328 | 2,692 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 157,448 | 2,579 | 0.34% | 0.34% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heritage Trust Co | History | No change | 155,151 | 2,542 | 0.22% | 0.22% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 153,900 | 2,521 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 153,564 | 2,516 | 0.22% | 0.22% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 152,960 | 2,506 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LeClair Wealth Partners LLC | History | No change | 150,853 | 2,471 | 1.28% | 1.28% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SFE Investment Counsel | History | No change | 145,019 | 2,376 | 0.32% | 0.32% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 138,447 | 2,268 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 134,666 | 2,206 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Colonial Trust Co / SC | History | No change | 126,375 | 2,070 | 0.26% | 0.26% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 120,387 | 1,972 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellevest, Inc. | History | No change | 120,277 | 1,970 | 0.23% | 0.23% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProVise Management Group, LLC | History | No change | 114,515 | 1,876 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 100,019 | 1,638 | 0.22% | 0.22% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | No change | 98,384 | 1,612 | 0.4% | 0.4% | 87 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Independence Bank of Kentucky | History | No change | 94,920 | 1,555 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 92,889 | 1,521 | 0.22% | 0.22% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 91,409 | 1,497 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 90,601 | 1,484 | 0.42% | 0.42% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 90,215 | 1,478 | 0.32% | 0.32% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden Reserve Retirement LLC | History | No change | 89,745 | 1,470 | 0.23% | 0.23% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 88,397 | 1,444 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ArborFi Advisors, LLC | History | No change | 84,791 | 1,389 | 1.01% | 1.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 83,666 | 1,370 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| River Wealth Advisors LLC | History | No change | 80,448 | 1,318 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 78,680 | 1,289 | 0.61% | 0.61% | 98 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 77,859 | 1,275 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ark Wealth Advisors LLC | History | No change | 77,649 | 1,272 | 1.13% | 1.13% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 72,423 | 1,186 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 70,825 | 1,160 | 0.82% | 0.82% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 69,877 | 1,144 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 68,552 | 1,123 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Atria Investments, Inc | History | No change | 66,402 | 1,088 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 66,304 | 1,086 | 0.37% | 0.37% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CVFG LLC | History | No change | 62,568 | 1,025 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redmond Asset Management, LLC | History | No change | 61,367 | 1,005 | 0.25% | 0.25% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 61,145 | 1,001 | 0.26% | 0.26% | 109 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 59,134 | 968 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VestGen Advisors, LLC | History | No change | 57,118 | 935 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 55,212 | 904 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FCA CORP /TX | History | No change | 54,044 | 885 | 0.22% | 0.22% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 51,096 | 837 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 48,975 | 802 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 48,904 | 801 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Apella Capital, LLC | History | No change | 47,485 | 776 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Aprio Wealth Management, LLC | History | No change | 45,594 | 747 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 45,249 | 741 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allen Capital Group, LLC | History | No change | 41,278 | 676 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANOVER ADVISORS INC | History | No change | 41,184 | 674 | 0.24% | 0.24% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 40,503 | 663 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 39,850 | 653 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 37,325 | 614 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 35,300 | 578 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Quarterback LLC | History | No change | 34,452 | 564 | 0.17% | 0.17% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 34,399 | 563 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33,476 | 548 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ironwood Financial, llc | History | No change | 32,840 | 534 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apeiron RIA LLC | History | No change | 31,526 | 516 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| First Command Advisory Services, Inc. | History | No change | 31,488 | 515 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Axis Wealth Partners, LLC | History | No change | 31,187 | 510 | 0.24% | 0.24% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 31,016 | 508 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 30,761 | 504 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 29,000 | 475 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quartz Partners, LLC | History | No change | 27,942 | 457 | 0.15% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redwood Financial Network Corp | History | No change | 26,263 | 430 | 0.24% | 0.24% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 25,908 | 424 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 25,831 | 423 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 24,376 | 399 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JM2 Capital Inc. | History | No change | 22,177 | 363 | 0.25% | 0.25% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 22,129 | 362 | 0.29% | 0.29% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 22,042 | 361 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Segment Wealth Management, LLC | History | No change | 21,850 | 358 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ETF Store, Inc. | History | No change | 21,421 | 350 | 0.29% | 0.29% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| YANKCOM Partnership | History | No change | 20,733 | 339 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 20,634 | 338 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 20,510 | 336 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisors, LLC | History | No change | 20,367 | 333 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XY Planning Network, Inc. | History | No change | 19,767 | 323 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tempo Wealth, LLC | History | No change | 19,698 | 322 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 18,817 | 308 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 18,775 | 307 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rothschild Wealth LLC | History | No change | 18,484 | 302 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 18,015 | 295 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 17,634 | 288 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 17,427 | 285 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roundview Capital LLC | History | No change | 16,801 | 275 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bill Few Associates, Inc. | History | No change | 16,600 | 271 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighTower Advisors, LLC | History | No change | 16,283 | 266 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 16,131 | 264 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 15,961 | 261 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 15,366 | 251 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 15,000 | 245 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 14,856 | 243 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 14,079 | 230 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | No change | 13,575 | 222 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Accurate Wealth Management, LLC | History | No change | 13,453 | 219 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Livet Wealth, LLC | History | No change | 13,238 | 216 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,862 | 210 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,623 | 206 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compton Financial Group, LLC | History | No change | 12,206 | 200 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 12,124 | 198 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 12,035 | 197 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Darden Wealth Group Inc | History | No change | 12,000 | 196 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,792 | 193 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,638 | 190 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Berman McAleer LLC | History | No change | 11,595 | 189 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 11,503 | 188 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Somerset Trust Co | History | No change | 11,454 | 187 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 11,370 | 186 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | No change | 11,219 | 183 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 10,889 | 178 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 10,700 | 175 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,654 | 174 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key FInancial Inc | History | No change | 10,599 | 173 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 10,523 | 172 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RVW Wealth, LLC | History | No change | 10,220 | 167 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 10,029 | 164 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,907 | 162 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 7,617 | 124 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,255 | 118 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 6,412 | 105 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 6,254 | 102 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,233 | 102 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marquette Asset Management, LLC | History | No change | 5,626 | 92 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,000 | 81 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,631 | 75 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 4,498 | 70 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4,007 | 65 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,907 | 64 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Davis Capital Management | History | No change | 3,404 | 55 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,346 | 54 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,555 | 41 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | No change | 2,016 | 33 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| FMR LLC | History | No change | 1,989 | 32 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 2,003 | 32 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,800 | 29 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 1,667 | 27 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,462 | 23 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smithfield Trust Co | History | No change | 1,309 | 22 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| City State Bank | History | No change | 1,343 | 22 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,321 | 21 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,197 | 19 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 986 | 16 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 884 | 14 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHL GROUP, LLC | History | No change | 841 | 13 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BankPlus Trust Department | History | No change | 600 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 588 | 9 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 444 | 7 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 102 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caldwell Trust Co | History | No change | 62 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |