Invesco Exchange-Traded Self-Indexed Fund Trust - BSCW
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 | 8,901,491 | 182,569 | 1.25% | 1.25% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 5,864,141 | 120,273 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,852,195 | 99,518 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,721,189 | 55,811 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,577,411 | 52,862 | 0.88% | 0.88% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 2,408,371 | 49,395 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 2,116,835 | 43,416 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,938,201 | 39,752 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 1,904,149 | 39,054 | 3.03% | 3.03% | 9 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONECO ADVISORS, LLC | History | No change | 1,179,623 | 24,194 | 1.48% | 1.48% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,026,669 | 21,057 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,015,609 | 20,830 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 835,672 | 17,139 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Counsel, LLC | History | No change | 791,608 | 16,235 | 2.01% | 2.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 739,990 | 15,177 | 5.58% | 5.58% | 15 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 718,889 | 14,744 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 696,425 | 14,283 | 1.12% | 1.12% | 17 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | No change | 691,058 | 14,173 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Group, LLC | History | No change | 678,051 | 13,906 | 13.32% | 13.32% | 19 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 571,677 | 11,725 | 3.11% | 3.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Legacy Financial Group LLC | History | No change | 567,841 | 11,646 | 1.31% | 1.31% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 539,123 | 11,057 | 0.36% | 0.36% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 512,884 | 10,519 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 499,978 | 10,254 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 481,288 | 9,888 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 472,071 | 9,682 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 468,056 | 9,600 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Planning, LLC | History | No change | 465,977 | 9,557 | 2.21% | 2.21% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 449,268 | 9,214 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | No change | 416,112 | 8,534 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 386,808 | 7,933 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marietta Wealth Management, LLC | History | No change | 383,058 | 7,856 | 0.81% | 0.81% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Dedication, LLC | History | No change | 380,309 | 7,800 | 0.49% | 0.49% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 367,639 | 7,540 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 359,753 | 7,378 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 301,004 | 6,173 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Goepper Burkhardt LLC | History | No change | 290,056 | 5,949 | 1.79% | 1.79% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Decker Wealth Management LLC | History | No change | 277,896 | 5,699 | 1.21% | 1.21% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 262,405 | 5,381 | 1.62% | 1.62% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCS Wealth Management | History | No change | 251,567 | 5,159 | 0.93% | 0.93% | 40 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 250,398 | 5,135 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthAvenue LLC | History | No change | 243,608 | 4,996 | 3.58% | 3.58% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 234,510 | 4,809 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 206,840 | 4,242 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 188,157 | 3,859 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | No change | 183,072 | 3,754 | 0.88% | 0.88% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hills Bank & Trust Co | History | No change | 181,433 | 3,721 | 0.16% | 0.16% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 168,185 | 3,449 | 1.83% | 1.83% | 48 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Carroll Advisory Group, LLC | History | No change | 162,721 | 3,337 | 1.1% | 1.1% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 160,942 | 3,300 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 157,533 | 3,231 | 2.61% | 2.61% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 154,574 | 3,170 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Carnegie Investment Counsel | History | No change | 151,756 | 3,112 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avior Wealth Management, LLC | History | No change | 150,932 | 3,095 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DAVIS R M INC | History | No change | 149,756 | 3,071 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 141,206 | 2,896 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 140,244 | 2,876 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Addison Advisors LLC | History | No change | 140,019 | 2,871 | 1.36% | 1.36% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 138,408 | 2,838 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Opulen Financial Group LLC | History | No change | 131,647 | 2,700 | 1.7% | 1.7% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farnam Financial LLC | History | No change | 129,178 | 2,649 | 1.93% | 1.93% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 127,650 | 2,618 | 0.19% | 0.19% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 125,864 | 2,581 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 122,570 | 2,513 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LeClair Wealth Partners LLC | History | No change | 120,571 | 2,472 | 1.28% | 1.28% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 118,200 | 2,424 | 1.33% | 1.33% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUB Investment Partners, LLC | History | No change | 112,404 | 2,305 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DWM Financial Group, Inc. | History | No change | 108,906 | 2,273 | 2.03% | 2.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 102,866 | 2,109 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizons Wealth Management | History | New | 102,498 | 2,007 | 1.25% | — | 70 | +102,498 | New | Q3 2026 | Oct 05, 2026 |
| Ellevest, Inc. | History | No change | 96,240 | 1,973 | 0.23% | 0.23% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| River Wealth Advisors LLC | History | No change | 93,296 | 1,913 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Colonial Trust Advisors | History | No change | 80,622 | 1,653 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 79,758 | 1,640 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | No change | 78,206 | 1,604 | 0.4% | 0.4% | 75 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 77,826 | 1,596 | 0.21% | 0.21% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 76,265 | 1,564 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 76,047 | 1,559 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 75,703 | 1,552 | 0.17% | 0.17% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Golden Reserve Retirement LLC | History | No change | 70,764 | 1,451 | 0.23% | 0.23% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 67,926 | 1,393 | 0.3% | 0.3% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Camelot Portfolios, LLC | History | No change | 65,457 | 1,342 | 0.94% | 0.94% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Heritage Trust Co | History | No change | 63,448 | 1,301 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 63,571 | 1,298 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 63,159 | 1,295 | 0.37% | 0.37% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ark Wealth Advisors LLC | History | No change | 61,986 | 1,271 | 1.13% | 1.13% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 56,913 | 1,167 | 0.23% | 0.23% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 56,181 | 1,152 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmond Asset Management, LLC | History | No change | 53,353 | 1,094 | 0.27% | 0.27% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 53,013 | 1,087 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 50,054 | 1,026 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 50,049 | 1,026 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CVFG LLC | History | No change | 48,808 | 1,001 | 0.11% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 47,189 | 967 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 46,541 | 954 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HEADINVEST, LLC | History | No change | 43,956 | 901 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 42,960 | 881 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 42,224 | 866 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,251 | 846 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FCA CORP /TX | History | No change | 40,263 | 825 | 0.2% | 0.2% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 39,687 | 813 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 38,202 | 783 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 34,761 | 712 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 33,672 | 690 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 33,459 | 686 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allen Capital Group, LLC | History | No change | 32,965 | 676 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 32,839 | 673 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVEXIA WEALTH LLC | History | No change | 32,470 | 658 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | No change | 31,412 | 644 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 25,150 | 515 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HANOVER ADVISORS INC | History | No change | 24,353 | 499 | 0.18% | 0.18% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apeiron RIA LLC | History | No change | 23,494 | 481 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quartz Partners, LLC | History | No change | 22,257 | 456 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | No change | 22,098 | 453 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 21,803 | 447 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 20,895 | 428 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 20,667 | 423 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 21,367 | 418 | 0.08% | 0.08% | 118 | -485 | -2.22% | Q3 2026 | Oct 01, 2026 |
| Capital Analysts, LLC | History | No change | 19,725 | 405 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redwood Financial Network Corp | History | No change | 18,902 | 387 | 0.21% | 0.21% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 17,715 | 363 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 16,243 | 333 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YANKCOM Partnership | History | No change | 15,575 | 319 | 0.11% | 0.11% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,492 | 318 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,476 | 317 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 15,132 | 310 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 15,072 | 309 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SFE Investment Counsel | History | No change | 15,000 | 307 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DOVER ADVISORS, LLC | History | No change | 14,724 | 307 | 0.13% | 0.13% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 14,914 | 305 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ETF Store, Inc. | History | No change | 14,447 | 296 | 0.25% | 0.25% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisors, LLC | History | No change | 14,392 | 295 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 13,618 | 279 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 12,934 | 265 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,895 | 264 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,667 | 259 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 12,326 | 252 | 0.18% | 0.18% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 12,160 | 249 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 12,000 | 246 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,317 | 232 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Capital Management | History | No change | 11,349 | 232 | 0.14% | 0.14% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,241 | 230 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,257 | 230 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 11,080 | 227 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 10,963 | 224 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Somerset Trust Co | History | No change | 10,933 | 224 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Darden Wealth Group Inc | History | No change | 10,000 | 205 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 9,933 | 203 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | No change | 9,853 | 202 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 9,125 | 187 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Front Row Advisors LLC | History | No change | 8,326 | 169 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,169 | 167 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 7,626 | 156 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 4,882 | 100 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,903 | 100 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New Hampshire | History | No change | 3,800 | 77 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,438 | 70 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,311 | 67 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3,190 | 65 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EASTERN BANK | History | No change | 2,420 | 47 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Noble Wealth Management PBC | History | No change | 1,800 | 35 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,696 | 34 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,526 | 31 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 1,162 | 23 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 1,039 | 21 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 923 | 18 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VIMA LLC | History | No change | 745 | 15 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key FInancial Inc | History | No change | 540 | 11 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 484 | 9 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 291 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 134 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |