Invesco Exchange-Traded Self-Indexed Fund Trust - BSMR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 583,667 | 13,797 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 511,446 | 12,090 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 480,377 | 11,356 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 435,082 | 10,285 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 416,301 | 9,841 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 392,401 | 9,276 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 367,608 | 8,690 | 1.42% | 1.42% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 343,679 | 8,129 | 1.03% | 1.03% | 8 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 320,485 | 7,576 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 245,694 | 5,808 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 222,064 | 5,249 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 217,832 | 5,149 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 202,894 | 4,796 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 200,752 | 4,745 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 190,052 | 4,492 | 0.75% | 0.75% | 15 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 184,560 | 4,363 | 1.12% | 1.12% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hills Bank & Trust Co | History | No change | 178,708 | 4,224 | 0.18% | 0.18% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | No change | 171,608 | 4,056 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 163,122 | 3,856 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 159,326 | 3,766 | 0.23% | 0.23% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 157,385 | 3,720 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 131,780 | 3,115 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 127,095 | 3,004 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 124,958 | 2,954 | 0.19% | 0.19% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 110,974 | 2,623 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kathmere Capital Management, LLC | History | No change | 105,642 | 2,497 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Private Trust Co. | History | Reduced | 97,538 | 2,269 | 0.12% | 0.13% | 27 | -2,246 | -2.25% | Q3 2026 | Oct 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 95,568 | 2,259 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 94,170 | 2,226 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 90,102 | 2,130 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | No change | 87,804 | 2,075 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 78,505 | 1,855 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paulson Wealth Management Inc. | History | No change | 77,726 | 1,837 | 0.39% | 0.39% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 76,697 | 1,813 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 75,529 | 1,785 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 72,726 | 1,719 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 64,701 | 1,530 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 64,087 | 1,515 | 0.71% | 0.71% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 63,003 | 1,489 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farnam Financial LLC | History | No change | 62,710 | 1,482 | 1.08% | 1.08% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 62,477 | 1,476 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clark Asset Management, LLC | History | No change | 61,999 | 1,465 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 57,709 | 1,364 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 57,158 | 1,351 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 54,416 | 1,286 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farmers National Bank | History | No change | 51,290 | 1,212 | 0.25% | 0.25% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 50,354 | 1,190 | 0.22% | 0.22% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 49,731 | 1,175 | 0.18% | 0.18% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 47,946 | 1,133 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 47,872 | 1,131 | 0.19% | 0.19% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PAX Financial Group, LLC | History | No change | 47,651 | 1,126 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 46,644 | 1,102 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Street Advisors LLC | History | No change | 46,314 | 1,094 | 0.32% | 0.32% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 46,035 | 1,088 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 46,004 | 1,087 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 45,686 | 1,080 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 42,563 | 1,005 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 42,318 | 1,000 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 41,788 | 987 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 41,166 | 973 | 0.18% | 0.18% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 39,409 | 931 | 0.47% | 0.47% | 61 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Meridian Wealth Management, LLC | History | No change | 38,953 | 920 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 38,700 | 914 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 38,550 | 911 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 37,782 | 893 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 36,117 | 840 | 0.49% | 0.51% | 66 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| OneAscent Financial Services LLC | History | No change | 32,492 | 768 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 31,920 | 754 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Marietta Wealth Management, LLC | History | No change | 30,545 | 722 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 30,256 | 715 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 29,041 | 685 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 28,425 | 671 | 0.18% | 0.18% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 26,625 | 629 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 26,435 | 624 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors, LLC | History | No change | 25,872 | 611 | 0.3% | 0.3% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 25,758 | 608 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 25,730 | 608 | 0.22% | 0.22% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Heritage Trust Co | History | No change | 25,530 | 603 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 24,452 | 578 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lido Advisors, LLC | History | No change | 24,312 | 574 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 24,058 | 568 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TLWM | History | Added to | 24,315 | 565 | 0.09% | 0.08% | 82 | +2,362 | 10.76% | Q3 2026 | Oct 08, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 23,422 | 553 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| YANKCOM Partnership | History | No change | 23,226 | 549 | 0.2% | 0.2% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 22,860 | 540 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 22,139 | 523 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 21,920 | 518 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AA Financial Advisors, LLC | History | No change | 21,608 | 510 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 21,180 | 500 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20,899 | 494 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 20,875 | 493 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizons Wealth Management | History | New | 20,644 | 480 | 0.3% | — | 92 | +20,644 | New | Q3 2026 | Oct 05, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 17,720 | 418 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 16,873 | 398 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bill Few Associates, Inc. | History | No change | 17,119 | 398 | 0.08% | 0.09% | 95 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cambridge Financial Group, LLC | History | No change | 16,818 | 397 | 0.13% | 0.12% | 96 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Savant Capital, LLC | History | No change | 16,377 | 387 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carnegie Investment Counsel | History | No change | 16,393 | 387 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,512 | 366 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 15,426 | 364 | 0.16% | 0.16% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 14,904 | 352 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooksen Wealth, LLC | History | No change | 14,862 | 351 | 0.22% | 0.22% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 14,824 | 350 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 14,004 | 331 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | No change | 13,981 | 331 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 13,847 | 327 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 12,786 | 302 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 12,682 | 299 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 12,608 | 298 | 0.28% | 0.28% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tassel Capital Management, Inc. | History | No change | 12,512 | 295 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Opus Financial Solutions LLC | History | No change | 11,924 | 281 | 0.23% | 0.23% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 11,600 | 274 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 11,354 | 268 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 11,047 | 261 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,791 | 255 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,722 | 253 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Western Wealth Management, LLC | History | No change | 10,600 | 250 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invariant Investment Management | History | Added to | 10,691 | 249 | 0.14% | 0.15% | 118 | +3 | 0.03% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 10,334 | 244 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,276 | 242 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CGN Advisors LLC | History | No change | 10,023 | 236 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,971 | 235 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foundry Financial Group, Inc. | History | No change | 9,809 | 231 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NorthAvenue LLC | History | No change | 9,460 | 223 | 0.16% | 0.16% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 9,390 | 221 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 9,317 | 220 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 9,047 | 213 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Opulen Financial Group LLC | History | No change | 8,766 | 207 | 0.13% | 0.13% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MEMBERS WEALTH LLC | History | No change | 8,615 | 203 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Crews Bank & Trust | History | No change | 8,455 | 199 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 8,200 | 193 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Addison Advisors LLC | History | No change | 7,422 | 175 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,272 | 169 | 0.0% | 0.0% | 133 | -2,425 | -25.01% | Q3 2026 | Oct 08, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 7,060 | 166 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Command Advisory Services, Inc. | History | No change | 6,875 | 162 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,269 | 148 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 5,349 | 126 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 4,622 | 109 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Colonial Trust Advisors | History | No change | 3,600 | 85 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,398 | 80 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,100 | 73 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,122 | 50 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Collier Financial | History | No change | 1,949 | 46 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| West Branch Capital LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trust Co | History | No change | 285 | 6 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| ASSETMARK, INC | History | No change | 49 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.02% | — | -30,480 | -100.0% | Q3 2026 | Oct 09, 2026 |