Invesco Exchange-Traded Self-Indexed Fund Trust - BSJQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirador Capital Partners LP | History | No change | 2,714,747 | 62,317 | 7.63% | 7.63% | 1 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LPL Financial LLC | History | No change | 1,925,101 | 44,190 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,362,754 | 31,282 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,236,482 | 28,383 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 924,269 | 21,216 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 845,074 | 19,402 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 830,303 | 19,059 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 598,587 | 13,740 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| UBS Group AG | History | No change | 598,155 | 13,730 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 560,867 | 12,874 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Alpha, LLC | History | No change | 507,769 | 11,655 | 0.29% | 0.29% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 441,155 | 10,126 | 1.17% | 1.17% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 432,891 | 9,937 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cornerstone Planning, LLC | History | No change | 428,119 | 9,827 | 2.27% | 2.27% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 377,575 | 8,669 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Delta Investment Management, LLC | History | No change | 361,418 | 8,296 | 1.37% | 1.37% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 346,898 | 7,963 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 340,946 | 7,826 | 0.16% | 0.16% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 329,412 | 7,561 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 320,516 | 7,357 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verity Asset Management, Inc. | History | No change | 311,813 | 7,157 | 2.71% | 2.71% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 293,559 | 6,738 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 293,250 | 6,731 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 273,030 | 6,267 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 255,611 | 5,867 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 230,792 | 5,297 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironwood Financial, llc | History | No change | 230,453 | 5,286 | 0.83% | 0.83% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 226,152 | 5,191 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 221,775 | 5,090 | 0.8% | 0.8% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 216,754 | 4,975 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 211,404 | 4,852 | 1.79% | 1.79% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 209,063 | 4,796 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANTA ASSET MANAGEMENT LP | History | No change | 197,933 | 4,543 | 4.06% | 4.06% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 196,417 | 4,508 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oder Investment Management, LLC | History | No change | 189,443 | 4,348 | 2.92% | 2.92% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ark Wealth Advisors LLC | History | No change | 178,694 | 4,101 | 3.64% | 3.64% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVEXIA WEALTH LLC | History | No change | 175,895 | 4,027 | 1.09% | 1.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 171,667 | 3,940 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFE Investment Counsel | History | No change | 166,621 | 3,824 | 0.52% | 0.52% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 163,226 | 3,746 | 0.78% | 0.78% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sidoxia Capital Management, LLC | History | No change | 158,727 | 3,643 | 2.67% | 2.67% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 155,441 | 3,568 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 155,192 | 3,562 | 2.05% | 2.05% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | No change | 155,011 | 3,558 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 153,950 | 3,533 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | No change | 147,878 | 3,394 | 0.38% | 0.38% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 144,099 | 3,307 | 1.03% | 1.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 138,166 | 3,171 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intrua Financial, LLC | History | No change | 127,965 | 2,937 | 0.27% | 0.27% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 122,245 | 2,806 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Accurate Wealth Management, LLC | History | No change | 116,206 | 2,669 | 0.25% | 0.25% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 110,818 | 2,543 | 0.89% | 0.89% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 110,373 | 2,534 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altium Investment Strategies LLC | History | No change | 108,725 | 2,497 | 3.6% | 3.6% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TFR Capital, LLC. | History | No change | 99,214 | 2,277 | 0.64% | 0.64% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizons Wealth Management | History | New | 98,342 | 2,244 | 1.4% | — | 56 | +98,342 | New | Q3 2026 | Oct 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 96,442 | 2,212 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Independent Wealth Advisors LLC | History | No change | 87,956 | 2,019 | 1.83% | 1.83% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 88,054 | 2,009 | 0.49% | 0.54% | 59 | -333 | -0.38% | Q3 2026 | Oct 07, 2026 |
| AA Financial Advisors, LLC | History | No change | 86,302 | 1,981 | 0.24% | 0.24% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 85,176 | 1,955 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 78,967 | 1,813 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | History | No change | 77,664 | 1,782 | 0.32% | 0.32% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paradiem, LLC | History | No change | 74,804 | 1,717 | 0.37% | 0.37% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 68,226 | 1,557 | 0.86% | 0.79% | 65 | +3,048 | 4.68% | Q3 2026 | Oct 08, 2026 |
| Camelot Portfolios, LLC | History | No change | 67,496 | 1,549 | 1.08% | 1.08% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Assets Advisory, LLC | History | No change | 66,976 | 1,536 | 0.34% | 0.34% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 63,641 | 1,460 | 0.24% | 0.24% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | No change | 61,432 | 1,409 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vantage Point Financial LLC | History | No change | 61,025 | 1,400 | 0.43% | 0.43% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Stewardship, LLC | History | No change | 58,865 | 1,351 | 0.56% | 0.56% | 71 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 58,623 | 1,346 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 56,304 | 1,292 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 53,906 | 1,237 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 53,980 | 1,232 | 0.03% | 0.03% | 75 | +9,270 | 20.73% | Q3 2026 | Oct 08, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 52,588 | 1,202 | 0.63% | 0.63% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 51,384 | 1,179 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Altrius Capital Management Inc | History | No change | 50,797 | 1,166 | 0.22% | 0.22% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 48,734 | 1,118 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stablepoint Partners, LLC | History | No change | 45,652 | 1,047 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN ADVISORY INC | History | No change | 45,180 | 1,037 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Livet Wealth, LLC | History | No change | 43,464 | 997 | 0.58% | 0.58% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballew Advisors, Inc | History | No change | 42,049 | 959 | 0.48% | 0.5% | 83 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Wagner Wealth Management, Corp | History | No change | 41,462 | 951 | 0.77% | 0.77% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Montis Financial, LLC | History | No change | 38,956 | 894 | 0.18% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 38,923 | 893 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gradient Investments LLC | History | Added to | 37,689 | 860 | 0.01% | 0.01% | 87 | +17,215 | 84.08% | Q3 2026 | Oct 08, 2026 |
| SEMITAM BONAM LLC | History | No change | 37,000 | 849 | 0.62% | 0.62% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 36,493 | 837 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthspire Retirement, LLC | History | No change | 33,866 | 777 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 33,813 | 776 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farnam Financial LLC | History | No change | 32,308 | 741 | 0.54% | 0.54% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Axim Planning & Wealth | History | No change | 30,440 | 698 | 0.98% | 0.98% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 29,892 | 686 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 29,156 | 669 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 28,786 | 660 | 0.14% | 0.14% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 27,317 | 627 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Analysts, LLC | History | No change | 27,191 | 624 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BXM Wealth LLC | History | No change | 26,985 | 619 | 0.34% | 0.34% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Invesco Ltd. | History | No change | 25,386 | 582 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 25,239 | 579 | 0.29% | 0.29% | 101 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisory Group LLC | History | No change | 24,997 | 573 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 24,304 | 557 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 23,687 | 543 | 0.3% | 0.3% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 23,136 | 531 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 4Thought Financial Group Inc. | History | No change | 22,965 | 527 | 0.25% | 0.25% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 22,620 | 519 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 22,447 | 515 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IRON Financial LLC | History | No change | 22,222 | 510 | 0.21% | 0.21% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FF Advisors,LLC | History | No change | 21,800 | 500 | 0.19% | 0.19% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Flavin Financial Services, Inc. | History | No change | 21,714 | 498 | 0.28% | 0.28% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 21,045 | 483 | 0.23% | 0.23% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CRA Financial Services, LLC | History | No change | 20,532 | 471 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 20,512 | 470 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 20,428 | 468 | 0.17% | 0.17% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | No change | 19,802 | 454 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 19,503 | 447 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 19,413 | 445 | 0.26% | 0.26% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 19,173 | 440 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BCS Wealth Management | History | No change | 18,037 | 414 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HRT FINANCIAL LP | History | No change | 17,142 | 393 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Net Worth Advisory Group | History | No change | 16,943 | 388 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,785 | 385 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,191 | 371 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 15,518 | 356 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 15,428 | 354 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 14,784 | 339 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,584 | 334 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tassel Capital Management, Inc. | History | No change | 13,154 | 301 | 0.14% | 0.14% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Insight Wealth Partners, LLC | History | No change | 12,701 | 291 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Quarterback LLC | History | No change | 12,644 | 290 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rothschild Wealth LLC | History | No change | 12,475 | 286 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | No change | 12,267 | 281 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 11,594 | 266 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 11,425 | 262 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 11,346 | 260 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,732 | 246 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 10,757 | 246 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 10,631 | 245 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,199 | 234 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,192 | 233 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 10,112 | 232 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,929 | 227 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 9,686 | 222 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 9,575 | 219 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,446 | 216 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 9,345 | 214 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 9,222 | 211 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 9,216 | 210 | 0.04% | 3.13% | 149 | -657,093 | -98.62% | Q3 2026 | Oct 05, 2026 |
| Claro Advisors Inc. | History | No change | 9,097 | 208 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,000 | 206 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | No change | 8,965 | 205 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,431 | 193 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,117 | 163 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,402 | 146 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 4,807 | 110 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,819 | 87 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,714 | 85 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,432 | 78 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,250 | 74 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | No change | 3,172 | 72 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,482 | 56 | 0.0% | 0.0% | 162 | -13,607 | -84.57% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 2,209 | 50 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,964 | 45 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,966 | 45 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 1,861 | 42 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,783 | 40 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,458 | 33 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Added to | 1,320 | 30 | 0.0% | 0.0% | 169 | +15 | 1.15% | Q3 2026 | Oct 02, 2026 |
| United Community Bank | History | No change | 1,300 | 29 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1,227 | 28 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| FMR LLC | History | No change | 1,185 | 27 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,008 | 23 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 964 | 22 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHL GROUP, LLC | History | No change | 640 | 14 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 506 | 11 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 426 | 9 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 403 | 9 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 403 | 9 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspect Partners, LLC | History | No change | 273 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingdom Financial Group LLC. | History | No change | 192 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 155 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Community Financial Services Group, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Independence Bank of Kentucky | History | No change | 101 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 129 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Friedenthal Financial | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |