Invesco Exchange-Traded Self-Indexed Fund Trust - BSMS
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 | 525,668 | 12,321 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 431,869 | 10,123 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 422,297 | 9,898 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 418,580 | 9,811 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 324,173 | 7,598 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 299,578 | 7,022 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 258,432 | 6,057 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 221,808 | 5,199 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 216,228 | 5,068 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kathmere Capital Management, LLC | History | No change | 208,191 | 4,879 | 0.26% | 0.26% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hills Bank & Trust Co | History | No change | 189,779 | 4,448 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 188,612 | 4,421 | 1.13% | 1.13% | 12 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 186,076 | 4,361 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 179,962 | 4,218 | 0.7% | 0.7% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 172,737 | 4,048 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 169,848 | 3,981 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 167,429 | 3,924 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 163,761 | 3,838 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 162,305 | 3,804 | 0.23% | 0.23% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 158,825 | 3,722 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 147,663 | 3,461 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 140,881 | 3,300 | 0.42% | 0.42% | 22 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 137,943 | 3,233 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Elequin Capital, LP | History | No change | 117,520 | 2,754 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invariant Investment Management | History | No change | 113,415 | 2,664 | 1.56% | 1.56% | 25 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Key FInancial Inc | History | No change | 110,601 | 2,592 | 0.42% | 0.42% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 109,316 | 2,562 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 107,511 | 2,520 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100,735 | 2,361 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | No change | 94,127 | 2,206 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clark Asset Management, LLC | History | No change | 92,975 | 2,179 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 90,507 | 2,121 | 1.0% | 1.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 86,920 | 2,037 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | No change | 82,798 | 1,940 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 82,708 | 1,938 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 79,600 | 1,865 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 66,554 | 1,560 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 65,510 | 1,535 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 63,512 | 1,488 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 61,148 | 1,433 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Paulson Wealth Management Inc. | History | No change | 58,752 | 1,377 | 0.29% | 0.29% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 57,530 | 1,311 | 0.02% | — | 42 | +57,530 | New | Q3 2026 | Oct 01, 2026 |
| Lido Advisors, LLC | History | No change | 55,681 | 1,305 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farmers National Bank | History | No change | 54,804 | 1,284 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PAX Financial Group, LLC | History | No change | 47,352 | 1,109 | 0.16% | 0.16% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 46,964 | 1,100 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 44,905 | 1,052 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 43,532 | 1,018 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 42,611 | 998 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 42,182 | 988 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Anchor Investment Management, LLC | History | No change | 41,700 | 977 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 40,566 | 950 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,989 | 937 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 39,420 | 923 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 36,238 | 849 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 36,120 | 846 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 36,081 | 845 | 0.14% | 0.14% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 34,075 | 798 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 33,498 | 785 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marietta Wealth Management, LLC | History | No change | 30,769 | 721 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 30,540 | 715 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wedmont Private Capital | History | No change | 30,433 | 712 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 29,788 | 698 | 0.35% | 0.35% | 63 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 29,530 | 692 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 28,424 | 666 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 28,012 | 656 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 27,986 | 655 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 27,745 | 650 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 26,834 | 628 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| River Street Advisors LLC | History | No change | 26,785 | 627 | 0.18% | 0.18% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 25,905 | 607 | 0.22% | 0.22% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 25,875 | 606 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 25,733 | 603 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Trust Co | History | No change | 25,380 | 594 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 24,163 | 566 | 0.25% | 0.25% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carnegie Investment Counsel | History | No change | 23,810 | 558 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 23,663 | 554 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 23,632 | 553 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 23,190 | 543 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,881 | 536 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DOVER ADVISORS, LLC | History | No change | 21,890 | 514 | 0.21% | 0.21% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TLWM | History | No change | 21,897 | 513 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 21,781 | 510 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WESPAC Advisors, LLC | History | No change | 21,653 | 507 | 0.25% | 0.25% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,585 | 505 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 20,283 | 475 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AA Financial Advisors, LLC | History | No change | 18,546 | 434 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 17,348 | 406 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MEMBERS WEALTH LLC | History | No change | 17,350 | 406 | 0.22% | 0.22% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | No change | 17,101 | 400 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,022 | 398 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 16,008 | 375 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 15,846 | 371 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YANKCOM Partnership | History | No change | 15,266 | 357 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cooksen Wealth, LLC | History | No change | 15,048 | 352 | 0.22% | 0.22% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 14,925 | 350 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,866 | 348 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FF Advisors,LLC | History | No change | 14,285 | 334 | 0.13% | 0.13% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farnam Financial LLC | History | No change | 13,960 | 327 | 0.24% | 0.24% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 13,038 | 305 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bill Few Associates, Inc. | History | No change | 12,836 | 300 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Prospera Financial Services Inc | History | No change | 12,297 | 288 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 12,286 | 287 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,366 | 266 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CGN Advisors LLC | History | No change | 11,028 | 258 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFG Advisory, LLC | History | No change | 10,990 | 257 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,838 | 254 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 10,805 | 253 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,407 | 243 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,260 | 240 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 10,050 | 235 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Foundry Financial Group, Inc. | History | No change | 9,875 | 231 | 0.1% | 0.1% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NorthAvenue LLC | History | No change | 9,496 | 222 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CVFG LLC | History | No change | 9,413 | 220 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 9,378 | 219 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 8,989 | 210 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Opulen Financial Group LLC | History | No change | 9,001 | 210 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 8,888 | 208 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 8,700 | 203 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crews Bank & Trust | History | No change | 8,535 | 200 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Addison Advisors LLC | History | No change | 7,229 | 169 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 7,096 | 166 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 7,110 | 166 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Command Advisory Services, Inc. | History | No change | 6,934 | 162 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 6,625 | 155 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 5,419 | 127 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 3,600 | 84 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,430 | 80 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,100 | 72 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,471 | 57 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,149 | 50 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | No change | 710 | 16 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 640 | 15 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Collier Financial | History | No change | 575 | 13 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trust Co | History | No change | 288 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | No change | 88 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |