Invesco Exchange-Traded Self-Indexed Fund Trust - BSJP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,126,969 | 49,047 | 0.01% | 0.01% | 1 | +254,068 | 13.57% | Q3 2025 | Nov 12, 2025 |
| Cetera Investment Advisers | History | Reduced | 979,756 | 22,593 | 0.03% | 0.04% | 2 | -156,743 | -13.79% | Q3 2025 | Nov 14, 2025 |
| MORGAN STANLEY | History | Reduced | 966,503 | 22,287 | 0.0% | 0.0% | 3 | -30,374 | -3.05% | Q3 2025 | Nov 14, 2025 |
| Mirador Capital Partners LP | History | Reduced | 750,414 | 17,304 | 2.45% | 8.96% | 4 | -1,638,808 | -68.59% | Q3 2025 | Oct 07, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 582,722 | 13,437 | 0.0% | 0.0% | 5 | -32,739 | -5.32% | Q3 2025 | Nov 05, 2025 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 538,379 | 12,415 | 0.09% | 0.1% | 6 | +6,367 | 1.2% | Q3 2025 | Nov 14, 2025 |
| Advisory Alpha, LLC | History | Added to | 512,534 | 11,819 | 0.33% | 0.36% | 7 | +11,639 | 2.32% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 472,968 | 10,906 | 0.0% | 0.0% | 8 | -227,293 | -32.46% | Q3 2025 | Nov 13, 2025 |
| AA Financial Advisors, LLC | History | Added to | 444,951 | 10,260 | 2.02% | 2.05% | 9 | +33,507 | 8.14% | Q3 2025 | Oct 14, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 368,282 | 8,492 | 0.22% | 0.32% | 10 | -23,713 | -6.05% | Q3 2025 | Nov 04, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 359,549 | 8,295 | 0.01% | 0.02% | 11 | -21,901 | -5.74% | Q3 2025 | Nov 14, 2025 |
| Stablepoint Partners, LLC | History | Added to | 313,092 | 7,219 | 1.15% | 1.14% | 12 | +22,057 | 7.58% | Q3 2025 | Nov 03, 2025 |
| Verity Asset Management, Inc. | History | Reduced | 278,811 | 6,429 | 2.1% | 3.44% | 13 | -33,342 | -10.68% | Q3 2025 | Nov 14, 2025 |
| IHT Wealth Management, LLC | History | Added to | 274,547 | 6,331 | 0.16% | 0.15% | 14 | +30,884 | 12.67% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Reduced | 267,232 | 6,162 | 0.06% | 0.08% | 15 | -88,533 | -24.89% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 259,776 | 5,990 | 0.0% | 0.0% | 16 | +99,948 | 62.53% | Q3 2025 | Nov 14, 2025 |
| FF Advisors,LLC | History | Added to | 243,993 | 5,626 | 2.69% | 2.79% | 17 | +10,854 | 4.66% | Q3 2025 | Nov 13, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 240,027 | 5,535 | 0.0% | 0.0% | 18 | -239,371 | -49.93% | Q3 2025 | Nov 14, 2025 |
| Intrua Financial, LLC | History | Reduced | 230,381 | 5,312 | 0.58% | 0.72% | 19 | -2,047 | -0.88% | Q3 2025 | Oct 29, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 191,988 | 4,427 | 0.01% | 0.01% | 20 | -57,661 | -23.1% | Q3 2025 | Oct 22, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 190,683 | 4,397 | 0.83% | 7.73% | 21 | -1,395,558 | -87.98% | Q3 2025 | Oct 15, 2025 |
| Prospera Financial Services Inc | History | Added to | 177,642 | 4,096 | 0.07% | 0.07% | 22 | +4,790 | 2.77% | Q3 2025 | Nov 06, 2025 |
| STIFEL FINANCIAL CORP | History | Reduced | 173,049 | 3,990 | 0.0% | 0.0% | 23 | -26 | -0.02% | Q3 2025 | Nov 12, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 159,852 | 3,686 | 0.0% | 0.0% | 24 | -26,823 | -14.37% | Q3 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 152,039 | 3,506 | 0.02% | 0.02% | 25 | +649 | 0.43% | Q3 2025 | Nov 14, 2025 |
| Oder Investment Management, LLC | History | Reduced | 144,304 | 3,327 | 2.39% | 2.73% | 26 | -12,224 | -7.81% | Q3 2025 | Nov 10, 2025 |
| EVEXIA WEALTH LLC | History | Added to | 143,561 | 3,314 | 0.99% | 0.98% | 27 | +8,311 | 6.14% | Q3 2025 | Nov 12, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 132,683 | 3,058 | 0.0% | 0.0% | 28 | +2,666 | 2.05% | Q3 2025 | Nov 04, 2025 |
| Werba Rubin Papier Wealth Management | History | Reduced | 130,753 | 3,015 | 0.49% | 0.68% | 29 | -26,834 | -17.03% | Q3 2025 | Nov 04, 2025 |
| UBS Group AG | History | Added to | 127,109 | 2,931 | 0.0% | 0.0% | 30 | +10,886 | 9.37% | Q3 2025 | Nov 13, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 112,203 | 2,587 | 0.01% | 0.01% | 31 | +6,570 | 6.22% | Q3 2025 | Nov 12, 2025 |
| TFR Capital, LLC. | History | Added to | 111,454 | 2,570 | 0.86% | 0.79% | 32 | +16,491 | 17.37% | Q3 2025 | Oct 31, 2025 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 109,497 | 2,525 | 1.16% | 1.27% | 33 | +482 | 0.44% | Q3 2025 | Nov 03, 2025 |
| Lido Advisors, LLC | History | Added to | 108,974 | 2,512 | 0.01% | 0.01% | 34 | +620 | 0.57% | Q3 2025 | Nov 14, 2025 |
| Montis Financial, LLC | History | New | 108,437 | 2,500 | 0.58% | — | 35 | +108,437 | New | Q3 2025 | Oct 28, 2025 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 107,522 | 2,479 | 0.9% | 0.98% | 36 | -2,214 | -2.02% | Q3 2025 | Oct 29, 2025 |
| Private Advisor Group, LLC | History | Reduced | 107,207 | 2,472 | 0.01% | 0.01% | 37 | -9,331 | -8.01% | Q3 2025 | Nov 13, 2025 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 99,018 | 2,283 | 0.0% | 0.0% | 38 | -49,717 | -33.43% | Q3 2025 | Nov 14, 2025 |
| Northwest Bancshares, Inc. | History | Reduced | 98,500 | 2,271 | 0.38% | 0.41% | 39 | -4,210 | -4.1% | Q3 2025 | Nov 14, 2025 |
| MML INVESTORS SERVICES, LLC | History | Added to | 98,311 | 2,267 | 0.01% | 0.01% | 40 | +4,593 | 4.9% | Q3 2025 | Nov 14, 2025 |
| Paradiem, LLC | History | No change | 89,226 | 2,057 | 0.48% | 0.52% | 41 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 77,669 | 1,791 | 0.03% | 0.03% | 42 | +2,321 | 3.08% | Q3 2025 | Nov 03, 2025 |
| S.E.E.D. Planning Group LLC | History | Added to | 76,992 | 1,775 | 0.52% | 0.53% | 43 | +3,525 | 4.8% | Q3 2025 | Oct 14, 2025 |
| NewEdge Advisors, LLC | History | Added to | 68,510 | 1,579 | 0.01% | 0.01% | 44 | +4,018 | 6.23% | Q3 2025 | Nov 17, 2025 |
| Tower Research Capital LLC (TRC) | History | New | 64,917 | 1,496 | 0.04% | — | 45 | +64,917 | New | Q3 2025 | Nov 14, 2025 |
| Key FInancial Inc | History | Added to | 63,691 | 1,468 | 0.27% | 0.28% | 46 | +4,325 | 7.29% | Q3 2025 | Nov 05, 2025 |
| Vantage Point Financial LLC | History | Reduced | 62,578 | 1,443 | 0.56% | 0.67% | 47 | -3,841 | -5.78% | Q3 2025 | Oct 24, 2025 |
| Compound Planning, Inc. | History | Reduced | 60,835 | 1,402 | 0.05% | 0.06% | 48 | -8,572 | -12.35% | Q3 2025 | Nov 10, 2025 |
| SFE Investment Counsel | History | Reduced | 59,596 | 1,374 | 0.22% | 0.34% | 49 | -23,287 | -28.1% | Q3 2025 | Nov 14, 2025 |
| Capital Analysts, LLC | History | Reduced | 57,470 | 1,325 | 0.04% | 0.06% | 50 | -22,859 | -28.46% | Q3 2025 | Nov 14, 2025 |
| Wealth Advisory Solutions, LLC | History | Added to | 57,168 | 1,318 | 0.32% | 0.32% | 51 | +1,784 | 3.22% | Q3 2025 | Oct 27, 2025 |
| Sound Stewardship, LLC | History | Added to | 51,349 | 1,184 | 0.57% | 0.61% | 52 | +46 | 0.09% | Q3 2025 | Oct 15, 2025 |
| J.W. COLE ADVISORS, INC. | History | Added to | 47,048 | 1,084 | 0.02% | 0.02% | 53 | +781 | 1.69% | Q3 2025 | Nov 05, 2025 |
| Wealthcare Advisory Partners LLC | History | Reduced | 45,213 | 1,042 | 0.02% | 0.02% | 54 | -117 | -0.26% | Q3 2025 | Nov 07, 2025 |
| OLD MISSION CAPITAL LLC | History | Reduced | 44,268 | 1,020 | 0.02% | 0.03% | 55 | -20,770 | -31.94% | Q3 2025 | Nov 14, 2025 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 41,993 | 968 | 0.6% | 0.69% | 56 | -2,207 | -4.99% | Q3 2025 | Nov 10, 2025 |
| CRA Financial Services, LLC | History | Added to | 39,123 | 902 | 0.12% | 0.14% | 57 | +7 | 0.02% | Q3 2025 | Oct 16, 2025 |
| WealthBridge Capital Management, LLC | History | Added to | 38,949 | 898 | 0.21% | 0.22% | 58 | +822 | 2.16% | Q3 2025 | Nov 07, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,893 | 897 | 0.0% | 0.0% | 59 | -6,229 | -13.8% | Q3 2025 | Oct 29, 2025 |
| Wealthspire Retirement, LLC | History | Reduced | 37,972 | 875 | 0.06% | 0.07% | 60 | -9,143 | -19.41% | Q3 2025 | Feb 06, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 37,752 | 870 | 0.38% | 0.44% | 61 | -2,977 | -7.31% | Q3 2025 | Nov 14, 2025 |
| Ironwood Financial, llc | History | Reduced | 37,325 | 860 | 0.15% | 2.13% | 62 | -394,082 | -91.35% | Q3 2025 | Oct 22, 2025 |
| Legacy Financial Group LLC | History | Reduced | 35,051 | 808 | 0.11% | 0.23% | 63 | -36,072 | -50.72% | Q3 2025 | Jan 06, 2026 |
| Flaharty Asset Management, LLC | History | No change | 34,900 | 804 | 0.1% | 0.11% | 64 | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 34,526 | 796 | 0.18% | 0.21% | 65 | -120 | -0.35% | Q3 2025 | Oct 14, 2025 |
| BROWN ADVISORY INC | History | No change | 33,672 | 776 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 32,371 | 746 | 0.01% | 0.02% | 67 | -134 | -0.41% | Q3 2025 | Nov 10, 2025 |
| Geneos Wealth Management Inc. | History | Reduced | 32,267 | 744 | 0.02% | 0.02% | 68 | -320 | -0.98% | Q3 2025 | Oct 22, 2025 |
| Brookstone Capital Management | History | Added to | 32,109 | 740 | 0.01% | 0.01% | 69 | +3,738 | 13.18% | Q3 2025 | Oct 15, 2025 |
| FCA CORP /TX | History | Reduced | 32,065 | 739 | 0.21% | 0.42% | 70 | -29,005 | -47.49% | Q3 2025 | Nov 14, 2025 |
| HUB Investment Partners, LLC | History | Reduced | 31,945 | 736 | 0.02% | 0.03% | 71 | -2,844 | -8.17% | Q3 2025 | Nov 12, 2025 |
| Horizons Wealth Management | History | Reduced | 31,341 | 722 | 0.49% | 1.65% | 72 | -68,977 | -68.76% | Q3 2025 | Oct 03, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 30,491 | 703 | 0.0% | 0.0% | 73 | -6,295 | -17.11% | Q3 2025 | Nov 14, 2025 |
| Ballew Advisors, Inc | History | Reduced | 30,441 | 703 | 0.39% | 0.43% | 74 | -844 | -2.7% | Q3 2025 | Oct 15, 2025 |
| BCS Wealth Management | History | Reduced | 30,301 | 698 | 0.16% | 0.16% | 75 | -2,565 | -7.8% | Q3 2025 | Oct 22, 2025 |
| Altrius Capital Management Inc | History | Reduced | 29,794 | 687 | 0.16% | 0.18% | 76 | -4,400 | -12.87% | Q3 2025 | Nov 05, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 29,317 | 676 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | New | 28,216 | 650 | 0.02% | — | 78 | +28,216 | New | Q3 2025 | Nov 14, 2025 |
| Kovack Advisors, Inc. | History | New | 28,024 | 646 | 0.06% | — | 79 | +28,024 | New | Q3 2025 | Nov 10, 2025 |
| Gradient Investments LLC | History | Reduced | 27,788 | 640 | 0.01% | 0.01% | 80 | -2,650 | -8.71% | Q3 2025 | Oct 06, 2025 |
| Axim Planning & Wealth | History | New | 26,488 | 610 | 0.48% | — | 81 | +26,488 | New | Q3 2025 | Nov 05, 2025 |
| Private Advisory Group LLC | History | Added to | 25,047 | 577 | 0.05% | 0.04% | 82 | +3,846 | 18.14% | Q3 2025 | Nov 10, 2025 |
| SHUFRO ROSE & CO LLC | History | No change | 24,800 | 571 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Consolidated Portfolio Review Corp | History | Added to | 23,208 | 535 | 0.07% | 0.07% | 84 | +1,323 | 6.05% | Q3 2025 | Nov 12, 2025 |
| Mariner, LLC | History | Added to | 22,531 | 519 | 0.0% | 0.0% | 85 | +9,502 | 72.93% | Q3 2025 | Nov 14, 2025 |
| 4Thought Financial Group Inc. | History | Reduced | 22,126 | 510 | 0.26% | 0.27% | 86 | -87 | -0.39% | Q3 2025 | Nov 03, 2025 |
| MGO ONE SEVEN LLC | History | Reduced | 21,707 | 500 | 0.01% | 0.08% | 87 | -88,568 | -80.32% | Q3 2025 | Oct 24, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 21,067 | 485 | 0.07% | 0.06% | 88 | -643 | -2.96% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Reduced | 20,332 | 468 | 0.02% | 0.02% | 89 | -1,720 | -7.8% | Q3 2025 | Nov 14, 2025 |
| AlphaStar Capital Management, LLC | History | Added to | 19,808 | 456 | 0.04% | 0.03% | 90 | +286 | 1.47% | Q3 2025 | Nov 13, 2025 |
| Wealthstar Advisors, LLC | History | Added to | 19,767 | 455 | 0.18% | 0.12% | 91 | +6,333 | 47.14% | Q3 2025 | Nov 12, 2025 |
| Focus Financial Network, Inc. | History | Added to | 19,225 | 443 | 0.02% | 0.01% | 93 | +9,225 | 92.25% | Q3 2025 | Oct 10, 2025 |
| RFG Advisory, LLC | History | Reduced | 19,247 | 443 | 0.01% | 0.01% | 92 | -1,699 | -8.11% | Q3 2025 | Nov 06, 2025 |
| Quad-Cities Investment Group, LLC | History | Added to | 18,591 | 428 | 0.18% | 0.19% | 94 | +183 | 0.99% | Q3 2025 | Oct 16, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 18,012 | 415 | 0.01% | 0.01% | 95 | +3,749 | 26.28% | Q3 2025 | Oct 14, 2025 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 17,975 | 414 | 0.1% | 2.04% | 96 | -327,077 | -94.79% | Q3 2025 | Oct 06, 2025 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 17,812 | 410 | 0.25% | 0.28% | 97 | -536 | -2.92% | Q3 2025 | Nov 05, 2025 |
| BANK OF MONTREAL /CAN/ | History | New | 17,301 | 398 | 0.0% | — | 98 | +17,301 | New | Q3 2025 | Nov 13, 2025 |
| Straight Path Wealth Management | History | Added to | 17,245 | 397 | 0.11% | 0.13% | 99 | +59 | 0.34% | Q3 2025 | Nov 03, 2025 |
| Koss-Olinger Consulting, LLC | History | No change | 16,860 | 389 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| Strategic Blueprint, LLC | History | Reduced | 16,670 | 384 | 0.02% | 0.03% | 101 | -8,737 | -34.39% | Q3 2025 | Oct 23, 2025 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 16,402 | 378 | 0.18% | 0.2% | 102 | -263 | -1.58% | Q3 2025 | Nov 12, 2025 |
| American Capital Advisory, LLC | History | Reduced | 16,228 | 374 | 0.17% | 0.2% | 103 | -907 | -5.29% | Q3 2025 | Oct 28, 2025 |
| Larson Financial Group LLC | History | Reduced | 16,175 | 372 | 0.01% | 0.02% | 104 | -175 | -1.07% | Q3 2025 | Nov 14, 2025 |
| Meriwether Wealth & Planning, LLC | History | Added to | 16,061 | 370 | 0.21% | 0.23% | 105 | +148 | 0.93% | Q3 2025 | Oct 15, 2025 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,460 | 356 | 0.0% | 0.0% | 106 | -43 | -0.28% | Q3 2025 | Nov 06, 2025 |
| Flavin Financial Services, Inc. | History | Reduced | 15,398 | 355 | 0.25% | 0.93% | 107 | -26,063 | -62.86% | Q3 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 15,321 | 353 | 0.02% | 0.03% | 108 | -4,160 | -21.35% | Q3 2025 | Nov 06, 2025 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,010 | 346 | 0.0% | 0.0% | 109 | -6,508 | -30.24% | Q3 2025 | Nov 12, 2025 |
| Net Worth Advisory Group | History | Reduced | 14,651 | 337 | 0.1% | 0.09% | 110 | -3,017 | -17.08% | Q3 2025 | Oct 15, 2025 |
| Tassel Capital Management, Inc. | History | Reduced | 14,083 | 324 | 0.21% | 0.29% | 111 | -2,455 | -14.84% | Q3 2025 | Oct 28, 2025 |
| Equitable Holdings, Inc. | History | Added to | 13,603 | 313 | 0.0% | 0.0% | 112 | +2,348 | 20.86% | Q3 2025 | Nov 14, 2025 |
| Certified Advisory Corp | History | Reduced | 13,467 | 310 | 0.03% | 0.04% | 113 | -4,013 | -22.96% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Reduced | 13,309 | 306 | 0.0% | 0.0% | 114 | -572 | -4.12% | Q3 2025 | Nov 14, 2025 |
| Arete Wealth Advisors, LLC | History | No change | 13,141 | 303 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| IRON Financial LLC | History | Reduced | 12,831 | 295 | 0.14% | 0.28% | 116 | -10,481 | -44.96% | Q3 2025 | Oct 24, 2025 |
| STEPHENS INC /AR/ | History | Added to | 12,052 | 277 | 0.0% | 0.0% | 117 | +40 | 0.33% | Q3 2025 | Oct 27, 2025 |
| Janney Montgomery Scott LLC | History | Reduced | 11,913 | 275 | 0.0% | 0.0% | 118 | -1,794 | -13.09% | Q3 2025 | Oct 27, 2025 |
| Meridian Wealth Advisors, LLC | History | Reduced | 11,902 | 274 | 0.04% | 0.05% | 119 | -2,000 | -14.39% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,667 | 269 | 0.0% | 0.0% | 120 | -3,753 | -24.34% | Q3 2025 | Nov 14, 2025 |
| Fortitude Advisory Group L.L.C. | History | No change | 11,338 | 261 | 0.14% | 0.15% | 121 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| Ground Swell Capital, LLC | History | New | 11,065 | 255 | 0.56% | — | 122 | +11,065 | New | Q3 2025 | Nov 06, 2025 |
| OPPENHEIMER & CO INC | History | Reduced | 10,597 | 244 | 0.0% | 0.0% | 123 | -1,093 | -9.35% | Q3 2025 | Nov 06, 2025 |
| Old Port Advisors | History | No change | 10,500 | 242 | 0.06% | 0.07% | 124 | 0 | 0.0% | Q3 2025 | Oct 06, 2025 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 10,330 | 238 | 0.16% | 0.18% | 125 | -195 | -1.85% | Q3 2025 | Mar 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 9,986 | 230 | 0.01% | 0.01% | 127 | -5,029 | -33.49% | Q3 2025 | Nov 13, 2025 |
| WESPAC Advisors, LLC | History | Added to | 10,015 | 230 | 0.13% | 0.16% | 126 | +377 | 3.91% | Q3 2025 | Oct 27, 2025 |
| Claro Advisors LLC | History | Added to | 9,720 | 224 | 0.03% | 0.04% | 128 | +126 | 1.31% | Q3 2025 | Nov 12, 2025 |
| Creative Planning | History | Reduced | 9,139 | 210 | 0.0% | 0.0% | 129 | -2,089 | -18.61% | Q3 2025 | Nov 14, 2025 |
| TI-TRUST, INC | History | No change | 9,060 | 208 | 0.13% | 0.14% | 130 | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| CoreCap Advisors, LLC | History | No change | 6,892 | 158 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 4,870 | 112 | 0.0% | 0.0% | 132 | -1,308 | -21.17% | Q3 2025 | Nov 26, 2025 |
| COMERICA BANK | History | Reduced | 4,696 | 108 | 0.0% | 0.0% | 133 | -266 | -5.36% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,456 | 102 | 0.0% | 0.0% | 134 | +540 | 13.79% | Q3 2025 | Nov 14, 2025 |
| PRIVATE TRUST CO NA | History | No change | 4,347 | 100 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| Aptus Capital Advisors, LLC | History | New | 4,291 | 98 | 0.0% | — | 136 | +4,291 | New | Q3 2025 | Nov 12, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 3,315 | 76 | 0.0% | 0.0% | 137 | -657 | -16.54% | Q3 2025 | Oct 30, 2025 |
| Parallel Advisors, LLC | History | No change | 2,757 | 63 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | No change | 2,726 | 62 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2025 | Nov 06, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,390 | 55 | 0.0% | 0.01% | 140 | -4,153 | -63.47% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,190 | 50 | 0.0% | 0.0% | 141 | +1,190 | 119.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,099 | 48 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| CX Institutional | History | New | 2,059 | 47 | 0.0% | — | 143 | +2,059 | New | Q3 2025 | Oct 23, 2025 |
| WFA of San Diego, LLC | History | Reduced | 1,975 | 45 | 0.03% | 0.07% | 144 | -2,310 | -53.91% | Q3 2025 | Feb 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,833 | 42 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q3 2025 | Oct 16, 2025 |
| Global Retirement Partners, LLC | History | No change | 1,754 | 40 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,718 | 39 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| Ancora Advisors LLC | History | No change | 1,509 | 34 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | No change | 986 | 22 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Sarver Vrooman Wealth Advisors | History | No change | 622 | 14 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| TD Waterhouse Canada Inc. | History | Reduced | 500 | 11 | 0.0% | 0.0% | 152 | -2,400 | -82.76% | Q3 2025 | Nov 03, 2025 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 496 | 11 | 0.0% | 0.0% | 151 | +6 | 1.22% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | New | 433 | 9 | 0.0% | — | 153 | +433 | New | Q3 2025 | Nov 18, 2025 |
| CWM, LLC | History | Reduced | 284 | 7 | 0.0% | 0.0% | 154 | -1,681 | -85.55% | Q3 2025 | Oct 15, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 324 | 7 | 0.0% | — | 155 | +324 | New | Q3 2025 | Oct 14, 2025 |
| Rockefeller Capital Management L.P. | History | New | 299 | 6 | 0.0% | — | 156 | +299 | New | Q3 2025 | Nov 14, 2025 |
| Aspect Partners, LLC | History | No change | 285 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2025 | Nov 06, 2025 |
| SJS Investment Consulting Inc. | History | No change | 166 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| Independence Bank of Kentucky | History | No change | 102 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |
| ATWOOD & PALMER INC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 160 | -1,500 | -96.77% | Q3 2025 | Oct 15, 2025 |
| AE Wealth Management LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 162 | -592 | -88.49% | Q3 2025 | Nov 03, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 68 | 1 | 0.0% | — | 161 | +68 | New | Q3 2025 | Nov 13, 2025 |
| Delta Investment Management, LLC | History | Closed out | 0 | 0 | — | 2.38% | — | -536,036 | -100.0% | Q2 2025 | Aug 01, 2025 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -206,218 | -100.0% | Q2 2025 | Jul 24, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -189,490 | -100.0% | Q2 2025 | Nov 21, 2025 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -120,448 | -100.0% | Q2 2025 | Jul 01, 2025 |
| Fusion Family Wealth LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -115,610 | -100.0% | Q2 2025 | Jul 30, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -85,500 | -100.0% | Q2 2025 | Aug 26, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -66,398 | -100.0% | Q2 2025 | Aug 12, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -54,756 | -100.0% | Q2 2025 | Aug 15, 2025 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.01% | — | -45,937 | -100.0% | Q2 2025 | Aug 07, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,877 | -100.0% | Q2 2025 | Aug 14, 2025 |
| SEMITAM BONAM LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -30,055 | -100.0% | Q2 2025 | Jul 29, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -21,646 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,709 | -100.0% | Q2 2025 | Aug 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,023 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,457 | -100.0% | Q2 2025 | Jul 28, 2025 |
| BXM Wealth LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -14,082 | -100.0% | Q2 2025 | Jul 29, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -10,587 | -100.0% | Q2 2025 | Aug 06, 2025 |
| MorganRosel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,568 | -100.0% | Q2 2025 | Aug 01, 2025 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,046 | -100.0% | Q2 2025 | Aug 14, 2025 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Closed out | 0 | 0 | — | 0.01% | — | -1,085 | -100.0% | Q2 2025 | Jul 21, 2025 |
| FMR LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -885 | -99.22% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -424 | -100.0% | Q2 2025 | Aug 12, 2025 |
| AdvisorNet Financial, Inc | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |