Invesco Exchange-Traded Self-Indexed Fund Trust - BSJR
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 | Added to | 3,226,238 | 71,315 | 8.3% | 6.55% | 1 | +831,078 | 34.7% | Q3 2026 | Oct 09, 2026 |
| LPL Financial LLC | History | No change | 2,124,675 | 47,477 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 1,705,927 | 38,119 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,429,596 | 31,945 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,244,589 | 27,811 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,147,775 | 25,647 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 985,722 | 22,030 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 828,959 | 18,324 | 3.78% | 1.67% | 8 | +462,775 | 126.38% | Q3 2026 | Oct 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 768,762 | 17,178 | 0.36% | 0.36% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 713,232 | 15,937 | 0.42% | 0.42% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 660,311 | 14,755 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 555,768 | 12,418 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 522,332 | 11,671 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 475,561 | 10,647 | 1.02% | 1.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Altium Investment Strategies LLC | History | No change | 475,561 | 10,647 | 15.33% | 15.33% | 15 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advisory Alpha, LLC | History | No change | 465,244 | 10,396 | 0.26% | 0.26% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 456,265 | 10,195 | 1.18% | 1.18% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 400,145 | 8,941 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verity Asset Management, Inc. | History | No change | 362,888 | 8,108 | 3.07% | 3.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ironwood Financial, llc | History | No change | 358,454 | 8,023 | 1.26% | 1.26% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SFE Investment Counsel | History | No change | 358,973 | 8,021 | 1.08% | 1.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANTA ASSET MANAGEMENT LP | History | No change | 330,285 | 7,380 | 6.59% | 6.59% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 322,104 | 7,197 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Delta Investment Management, LLC | History | No change | 316,214 | 7,066 | 1.16% | 1.16% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | No change | 309,958 | 6,926 | 0.63% | 0.63% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | No change | 307,642 | 6,874 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 298,406 | 6,668 | 0.85% | 0.85% | 27 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 236,667 | 5,288 | 1.0% | 1.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 230,451 | 5,149 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 209,291 | 4,676 | 1.73% | 1.73% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ark Wealth Advisors LLC | History | No change | 205,460 | 4,591 | 4.07% | 4.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oder Investment Management, LLC | History | No change | 198,942 | 4,445 | 2.99% | 2.99% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 196,120 | 4,380 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 176,687 | 3,948 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| River Street Advisors LLC | History | No change | 167,642 | 3,746 | 1.1% | 1.1% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 162,746 | 3,636 | 2.09% | 2.09% | 36 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | No change | 160,293 | 3,581 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sidoxia Capital Management, LLC | History | No change | 144,834 | 3,236 | 2.37% | 2.37% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 141,191 | 3,154 | 0.98% | 0.98% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 134,651 | 3,008 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizons Wealth Management | History | New | 130,191 | 2,877 | 1.79% | — | 41 | +130,191 | New | Q3 2026 | Oct 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 109,063 | 2,437 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 104,647 | 2,338 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | No change | 101,783 | 2,274 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100,623 | 2,248 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 93,250 | 2,083 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 91,566 | 2,046 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 90,585 | 2,002 | 0.49% | 0.54% | 48 | -488 | -0.54% | Q3 2026 | Oct 07, 2026 |
| Independent Wealth Advisors LLC | History | No change | 88,041 | 1,967 | 1.78% | 1.78% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 86,787 | 1,939 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 82,995 | 1,855 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 81,270 | 1,816 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paradiem, LLC | History | No change | 78,097 | 1,745 | 0.38% | 0.38% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 74,786 | 1,671 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 72,178 | 1,612 | 0.94% | 0.94% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Financial Group LLC | History | No change | 71,490 | 1,597 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 71,087 | 1,588 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | No change | 68,987 | 1,541 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 68,060 | 1,519 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Altrius Capital Management Inc | History | No change | 63,205 | 1,412 | 0.27% | 0.27% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 62,697 | 1,401 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sound Stewardship, LLC | History | No change | 61,829 | 1,381 | 0.57% | 0.57% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 61,276 | 1,367 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Segment Wealth Management, LLC | History | No change | 61,110 | 1,365 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 58,383 | 1,304 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 57,062 | 1,275 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 53,736 | 1,200 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AA Financial Advisors, LLC | History | No change | 53,353 | 1,192 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 47,135 | 1,053 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 47,106 | 1,052 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 46,326 | 1,035 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 46,013 | 1,028 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vantage Point Financial LLC | History | No change | 43,675 | 975 | 0.3% | 0.3% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, Corp | History | No change | 43,081 | 962 | 0.78% | 0.78% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 42,909 | 959 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN ADVISORY INC | History | No change | 42,045 | 939 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 41,544 | 918 | 0.01% | 0.01% | 77 | +18,027 | 76.66% | Q3 2026 | Oct 08, 2026 |
| Key FInancial Inc | History | No change | 41,087 | 918 | 0.15% | 0.15% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 41,126 | 918 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealthspire Retirement, LLC | History | No change | 39,794 | 889 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 37,221 | 831 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Northwest Bancshares, Inc. | History | No change | 36,383 | 813 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 36,281 | 810 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 35,397 | 790 | 0.37% | 0.37% | 84 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Farnam Financial LLC | History | No change | 34,252 | 765 | 0.56% | 0.56% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 32,962 | 736 | 0.12% | 0.12% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 31,765 | 709 | 0.46% | 0.46% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 31,655 | 707 | 0.25% | 0.25% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Axim Planning & Wealth | History | No change | 31,328 | 700 | 0.98% | 0.98% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballew Advisors, Inc | History | No change | 31,396 | 695 | 0.35% | 0.36% | 90 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 29,385 | 656 | 0.33% | 0.33% | 91 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stablepoint Partners, LLC | History | No change | 28,964 | 647 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 27,788 | 620 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BXM Wealth LLC | History | No change | 27,693 | 618 | 0.34% | 0.34% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisory Group LLC | History | No change | 27,128 | 606 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | No change | 27,072 | 604 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 26,999 | 603 | 0.15% | 0.15% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 26,787 | 598 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | No change | 26,698 | 596 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 25,662 | 573 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 25,432 | 568 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 25,410 | 567 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 24,371 | 544 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 24,054 | 537 | 0.27% | 0.27% | 104 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 23,497 | 525 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 23,114 | 516 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | No change | 22,476 | 502 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Anchor Investment Management, LLC | History | No change | 20,990 | 469 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 20,331 | 454 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 4Thought Financial Group Inc. | History | No change | 20,013 | 447 | 0.21% | 0.21% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,930 | 445 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tassel Capital Management, Inc. | History | No change | 19,873 | 444 | 0.21% | 0.21% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Net Worth Advisory Group | History | No change | 18,780 | 419 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arax Advisory Partners | History | No change | 17,866 | 399 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,789 | 397 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER & CO INC | History | No change | 17,680 | 395 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carnegie Investment Counsel | History | No change | 16,975 | 379 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 15,480 | 345 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 15,072 | 337 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 14,890 | 332 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,422 | 322 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CRA Financial Services, LLC | History | No change | 13,977 | 312 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Quarterback LLC | History | No change | 13,164 | 294 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 12,590 | 281 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors, LLC | History | No change | 12,518 | 279 | 0.14% | 0.14% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVEXIA WEALTH LLC | History | No change | 11,862 | 265 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 11,763 | 263 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCS Wealth Management | History | No change | 11,311 | 252 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 11,110 | 248 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Wealth Partners, LLC | History | No change | 10,443 | 233 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 9,979 | 223 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nautilus Advisors LLC | History | No change | 10,101 | 223 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,342 | 208 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 9,220 | 206 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GPM Growth Investors, Inc. | History | No change | 9,109 | 203 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 8,738 | 195 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 7,518 | 167 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 7,244 | 161 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 6,670 | 149 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 5,490 | 122 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 4,880 | 109 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 4,578 | 102 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,347 | 74 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 2,939 | 65 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 2,873 | 64 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALERUS FINANCIAL NA | History | No change | 2,791 | 62 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,459 | 54 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,290 | 50 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| United Community Bank | History | No change | 2,200 | 49 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,212 | 49 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,073 | 45 | 0.0% | 0.0% | 151 | -13,864 | -86.99% | Q3 2026 | Oct 08, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,885 | 42 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,445 | 32 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Imprint Wealth LLC | History | No change | 1,398 | 31 | 0.13% | 0.13% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 1,374 | 30 | 0.0% | 0.0% | 155 | +17 | 1.25% | Q3 2026 | Oct 02, 2026 |
| GAMMA Investing LLC | History | Added to | 1,353 | 29 | 0.0% | 0.0% | 156 | +224 | 19.84% | Q3 2026 | Oct 08, 2026 |
| BlackRock, Inc. | History | No change | 1,155 | 25 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 670 | 14 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 645 | 14 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| FIFTH THIRD BANCORP | History | No change | 600 | 13 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 514 | 11 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 417 | 9 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 419 | 9 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspect Partners, LLC | History | No change | 274 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 161 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IMA Advisory Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |