Invesco Exchange-Traded Self-Indexed Fund Trust - BSJS
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 | No change | 2,582,802 | 56,163 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,483,280 | 32,253 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,250,796 | 27,198 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,239,662 | 26,956 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 873,931 | 19,003 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 726,891 | 15,808 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 629,699 | 13,692 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Mirador Capital Partners LP | History | No change | 560,921 | 12,197 | 1.49% | 1.49% | 8 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 550,103 | 11,961 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 543,796 | 11,824 | 0.25% | 0.25% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUB Investment Partners, LLC | History | No change | 514,180 | 11,180 | 0.2% | 0.2% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 467,842 | 10,173 | 1.17% | 1.17% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 454,105 | 9,874 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFE Investment Counsel | History | No change | 390,757 | 8,497 | 1.15% | 1.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANTA ASSET MANAGEMENT LP | History | No change | 333,370 | 7,249 | 6.47% | 6.47% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Alpha, LLC | History | No change | 327,100 | 7,112 | 0.17% | 0.17% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verity Asset Management, Inc. | History | No change | 313,387 | 6,814 | 2.58% | 2.58% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 304,273 | 6,616 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 304,230 | 6,613 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | New | 275,957 | 5,909 | 1.22% | — | 20 | +275,957 | New | Q3 2026 | Oct 05, 2026 |
| GPM Growth Investors, Inc. | History | No change | 239,447 | 5,206 | 2.17% | 2.17% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 235,729 | 5,125 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 235,148 | 5,115 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 230,713 | 5,016 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 214,541 | 4,665 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 208,429 | 4,532 | 1.68% | 1.68% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 205,059 | 4,458 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 200,397 | 4,358 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | No change | 184,340 | 4,008 | 0.37% | 0.37% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 182,767 | 3,974 | 1.87% | 1.87% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 178,219 | 3,875 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 157,603 | 3,427 | 1.97% | 1.97% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | No change | 152,568 | 3,317 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Oder Investment Management, LLC | History | No change | 135,898 | 2,955 | 1.99% | 1.99% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 121,236 | 2,636 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 111,946 | 2,434 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 109,848 | 2,388 | 0.84% | 0.84% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 108,839 | 2,367 | 1.02% | 1.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ironwood Financial, llc | History | No change | 103,581 | 2,253 | 0.35% | 0.35% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 103,215 | 2,244 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 93,835 | 2,040 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 93,699 | 2,006 | 0.49% | 0.54% | 42 | +93 | 0.1% | Q3 2026 | Oct 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 85,992 | 1,869 | 0.58% | 0.58% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 85,549 | 1,860 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 74,831 | 1,627 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 74,175 | 1,612 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 73,978 | 1,609 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Independent Wealth Advisors LLC | History | No change | 71,279 | 1,549 | 1.4% | 1.4% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FCA CORP /TX | History | No change | 69,274 | 1,506 | 0.37% | 0.37% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 69,200 | 1,504 | 0.22% | 0.22% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ark Wealth Advisors LLC | History | No change | 68,975 | 1,499 | 1.33% | 1.33% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Stewardship, LLC | History | No change | 65,395 | 1,422 | 0.59% | 0.59% | 52 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 57,497 | 1,254 | 0.12% | 0.12% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 57,031 | 1,240 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 56,400 | 1,226 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 56,202 | 1,222 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altium Investment Strategies LLC | History | No change | 54,672 | 1,192 | 1.72% | 1.72% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 53,585 | 1,165 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 52,874 | 1,149 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 51,344 | 1,116 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 48,992 | 1,065 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sidoxia Capital Management, LLC | History | No change | 48,255 | 1,049 | 0.77% | 0.77% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Financial Group LLC | History | No change | 46,330 | 1,007 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vantage Point Financial LLC | History | No change | 42,362 | 921 | 0.28% | 0.28% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42,098 | 915 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, Corp | History | No change | 41,693 | 906 | 0.73% | 0.73% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altrius Capital Management Inc | History | No change | 40,607 | 882 | 0.17% | 0.17% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 40,243 | 875 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 39,549 | 860 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BROWN ADVISORY INC | History | No change | 38,377 | 834 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 37,762 | 821 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 36,618 | 796 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 36,026 | 783 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farnam Financial LLC | History | No change | 34,724 | 755 | 0.55% | 0.55% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 34,527 | 750 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 34,112 | 742 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 33,897 | 737 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 33,321 | 724 | 0.26% | 0.26% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Horizons Wealth Management | History | New | 32,558 | 697 | 0.43% | — | 79 | +32,558 | New | Q3 2026 | Oct 05, 2026 |
| Key FInancial Inc | History | No change | 31,456 | 684 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Axim Planning & Wealth | History | No change | 31,220 | 678 | 0.95% | 0.95% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 29,094 | 632 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 28,892 | 628 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisory Group LLC | History | No change | 28,851 | 627 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 27,842 | 605 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ballew Advisors, Inc | History | No change | 25,316 | 543 | 0.27% | 0.28% | 86 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 24,737 | 537 | 0.27% | 0.27% | 87 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 24,069 | 523 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 23,363 | 508 | 0.13% | 0.13% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VestGen Advisors, LLC | History | No change | 23,174 | 503 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Topsail Wealth Management, LLC | History | No change | 22,602 | 491 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 22,260 | 484 | 0.24% | 0.24% | 92 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 22,235 | 483 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 22,091 | 480 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carnegie Investment Counsel | History | No change | 21,695 | 471 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 4Thought Financial Group Inc. | History | No change | 20,662 | 449 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Net Worth Advisory Group | History | No change | 19,351 | 420 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tassel Capital Management, Inc. | History | No change | 18,862 | 410 | 0.19% | 0.19% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 18,842 | 409 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MGO ONE SEVEN LLC | History | No change | 18,171 | 395 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER & CO INC | History | No change | 17,087 | 371 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,247 | 353 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 15,343 | 333 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BXM Wealth LLC | History | No change | 15,137 | 329 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 14,775 | 322 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,707 | 319 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IFG Advisory, LLC | History | No change | 14,457 | 314 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 13,698 | 298 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,561 | 294 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Quarterback LLC | History | No change | 13,150 | 285 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 12,403 | 269 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 11,649 | 253 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 10,429 | 226 | 0.17% | 0.17% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Dedication, LLC | History | No change | 10,318 | 224 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Financial Group, LLC | History | No change | 10,318 | 224 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 10,025 | 217 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,720 | 211 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Denver PWM, LLC | History | No change | 9,450 | 206 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,357 | 203 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONECO ADVISORS, LLC | History | No change | 9,202 | 200 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,761 | 168 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 7,373 | 160 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,778 | 125 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 2,880 | 62 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,893 | 62 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,646 | 56 | 0.0% | 0.0% | 126 | -14,044 | -84.15% | Q3 2026 | Oct 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,458 | 53 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,046 | 44 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,815 | 39 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | Added to | 1,458 | 31 | 0.0% | 0.0% | 131 | +226 | 18.34% | Q3 2026 | Oct 08, 2026 |
| Imprint Wealth LLC | History | No change | 1,429 | 31 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 1,391 | 30 | 0.0% | 0.0% | 132 | +20 | 1.46% | Q3 2026 | Oct 02, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,311 | 28 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1,328 | 28 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,288 | 27 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,167 | 25 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RHL GROUP, LLC | History | No change | 639 | 14 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 427 | 9 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 300 | 6 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Financial Services Group, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IMA Advisory Services, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |