INVESCO EXCHANGE-TRADED FUND TRUST - EQWL
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 | Reduced | 2,001,311 | 258,209 | 0.06% | 0.06% | 1 | -16,185 | -0.8% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,069,858 | 138,033 | 0.03% | 0.03% | 2 | +16,167 | 1.53% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | Added to | 781,550 | 100,835 | 0.01% | 0.0% | 3 | +93,004 | 13.51% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 638,963 | 82,439 | 0.08% | 0.08% | 4 | -39,805 | -5.86% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 522,810 | 67,441 | 0.01% | 0.01% | 5 | -19,630 | -3.62% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 522,262 | 67,387 | 0.08% | 0.08% | 6 | +60,132 | 13.01% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 395,132 | 50,750 | 0.02% | 0.02% | 7 | +73,671 | 22.92% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 359,357 | 46,364 | 0.0% | 0.0% | 8 | +113,219 | 46.0% | Q2 2026 | Aug 14, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 349,630 | 45,109 | 27.79% | 30.32% | 9 | +2,906 | 0.84% | Q2 2026 | Jul 29, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 319,663 | 41,242 | 10.15% | 10.01% | 10 | +8,217 | 2.64% | Q2 2026 | Jul 16, 2026 |
| Altus Wealth Management, LLC | History | Added to | 313,710 | 40,474 | 15.58% | 15.81% | 11 | +4,978 | 1.61% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 257,710 | 33,249 | 0.01% | 0.01% | 12 | -23,565 | -8.38% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 232,199 | 29,958 | 0.14% | 0.14% | 13 | -28,007 | -10.76% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 221,316 | 28,554 | 0.05% | 0.05% | 14 | +12,218 | 5.84% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 189,430 | 24,440 | 0.07% | 0.04% | 15 | +86,133 | 83.38% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 181,975 | 23,478 | 0.05% | 0.05% | 16 | -771 | -0.42% | Q2 2026 | Jul 27, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 157,710 | 20,347 | 3.67% | 3.71% | 17 | +6,574 | 4.35% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 157,623 | 20,336 | 0.08% | 0.01% | 18 | +142,331 | 930.75% | Q2 2026 | Aug 11, 2026 |
| RFP Financial Group LLC | History | Reduced | 157,285 | 20,292 | 9.09% | 11.55% | 19 | -27,072 | -14.68% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 152,334 | 19,659 | 0.02% | 0.02% | 20 | +3,499 | 2.35% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 146,007 | 18,837 | 0.0% | 0.0% | 21 | +21,409 | 17.18% | Q2 2026 | Aug 14, 2026 |
| Prentice Wealth Management LLC | History | Added to | 142,645 | 18,404 | 3.8% | 3.61% | 22 | +3,703 | 2.67% | Q2 2026 | Jul 15, 2026 |
| Schorn Wealth LLC | History | Added to | 138,770 | 17,904 | 4.68% | 4.72% | 23 | +3,220 | 2.38% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 133,882 | 17,273 | 0.01% | 0.01% | 24 | +5,557 | 4.33% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 126,024 | 16,259 | 0.02% | 0.02% | 25 | +5,983 | 4.98% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 116,756 | 15,063 | 0.18% | 0.19% | 26 | +5,086 | 4.55% | Q2 2026 | Aug 04, 2026 |
| Argent Advisors, Inc. | History | Added to | 96,380 | 12,434 | 3.11% | 2.94% | 27 | +3,071 | 3.29% | Q2 2026 | Aug 05, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 90,021 | 11,614 | 0.74% | 0.65% | 28 | +11,495 | 14.64% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 86,061 | 11,103 | 0.01% | 0.01% | 29 | +6,125 | 7.66% | Q2 2026 | Jul 28, 2026 |
| Forza Wealth Management, LLC | History | Added to | 84,287 | 10,874 | 3.34% | 3.16% | 30 | +5,581 | 7.09% | Q2 2026 | Jul 17, 2026 |
| SAXON INTERESTS, INC. | History | New | 79,387 | 10,242 | 2.83% | — | 31 | +79,387 | New | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 71,578 | 9,236 | 0.0% | 0.0% | 32 | -31,768 | -30.74% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 69,209 | 9,020 | 0.02% | 0.02% | 33 | +3,235 | 4.9% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Added to | 66,683 | 8,603 | 0.0% | 0.0% | 34 | +6,666 | 11.11% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 57,360 | 7,400 | 0.08% | 0.1% | 35 | -5,962 | -9.42% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 56,517 | 7,291 | 0.04% | 0.05% | 36 | +2,822 | 5.26% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | Added to | 55,957 | 7,251 | 0.03% | 0.03% | 37 | +3,235 | 6.14% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 55,697 | 7,185 | 0.05% | 0.04% | 38 | +7,602 | 15.81% | Q2 2026 | Sep 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 55,372 | 7,144 | 0.01% | 0.02% | 39 | +7,776 | 16.34% | Q2 2026 | Aug 07, 2026 |
| KPP Advisory Services LLC | History | Reduced | 54,405 | 7,019 | 0.89% | 1.71% | 40 | -47,780 | -46.76% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 53,357 | 6,884 | 0.39% | 0.39% | 41 | +851 | 1.62% | Q2 2026 | Jul 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 50,977 | 6,577 | 0.53% | 0.57% | 42 | -3,304 | -6.09% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,254 | 6,483 | 0.04% | 0.03% | 43 | +4,699 | 10.32% | Q2 2026 | Aug 17, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 47,991 | 6,191 | 1.78% | 2.13% | 44 | -2,923 | -5.74% | Q2 2026 | Aug 11, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 47,736 | 6,158 | 1.37% | 1.38% | 45 | +501 | 1.06% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 46,613 | 6,014 | 0.0% | 0.0% | 46 | -6,407 | -12.08% | Q2 2026 | Aug 14, 2026 |
| SYKON CAPITAL LLC | History | New | 44,950 | 5,799 | 1.79% | — | 47 | +44,950 | New | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | Reduced | 43,169 | 5,569 | 1.28% | 1.91% | 48 | -18,695 | -30.22% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,270 | 5,195 | 0.02% | 0.02% | 49 | +1,519 | 3.92% | Q2 2026 | Jul 28, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 39,897 | 5,147 | 2.76% | 2.64% | 50 | +434 | 1.1% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 38,904 | 5,019 | 0.01% | 0.01% | 51 | -304 | -0.78% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 35,451 | 4,573 | 0.05% | 0.05% | 52 | -477 | -1.33% | Q2 2026 | Aug 11, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 35,228 | 4,545 | 0.84% | 0.98% | 53 | -1,986 | -5.34% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 31,254 | 4,032 | 0.07% | 0.07% | 54 | +1,399 | 4.69% | Q2 2026 | Jul 14, 2026 |
| Planning Strategies Inc. | History | New | 30,222 | 3,899 | 2.43% | — | 55 | +30,222 | New | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 29,425 | 3,801 | 0.0% | 0.0% | 56 | -1,561 | -5.04% | Q2 2026 | Aug 12, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Added to | 29,272 | 3,782 | 1.94% | 1.89% | 57 | +1,070 | 3.79% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 28,005 | 3,613 | 0.12% | 0.11% | 58 | -321 | -1.13% | Q2 2026 | Jul 30, 2026 |
| Steele Capital Management, Inc. | History | Added to | 26,797 | 3,457 | 0.13% | 0.13% | 59 | +118 | 0.44% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 26,674 | 3,441 | 0.04% | 0.03% | 60 | +3,907 | 17.16% | Q2 2026 | Aug 14, 2026 |
| REDW Wealth LLC | History | Added to | 25,261 | 3,259 | 1.17% | 1.03% | 61 | +2,795 | 12.44% | Q2 2026 | Jul 30, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 22,436 | 2,894 | 0.89% | 1.0% | 62 | -764 | -3.29% | Q2 2026 | Jul 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 20,997 | 2,709 | 0.09% | 0.07% | 63 | +4,547 | 27.64% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 20,249 | 2,612 | 0.02% | 0.0% | 64 | +16,835 | 493.12% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 19,479 | 2,513 | 0.12% | 0.13% | 65 | +1,350 | 7.45% | Q2 2026 | Jul 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 18,852 | 2,432 | 0.27% | 0.26% | 66 | +118 | 0.63% | Q2 2026 | Jul 22, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 18,660 | 2,407 | 0.13% | 0.11% | 67 | +2,480 | 15.33% | Q2 2026 | Aug 05, 2026 |
| CoreFirst Bank & Trust | History | Added to | 18,232 | 2,352 | 1.17% | 1.09% | 68 | +366 | 2.05% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 17,411 | 2,246 | 0.04% | 0.04% | 69 | -802 | -4.4% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | Added to | 17,332 | 2,236 | 0.05% | 0.05% | 70 | +813 | 4.92% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 16,709 | 2,155 | 0.1% | 0.12% | 71 | -203 | -1.2% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 16,545 | 2,139 | 0.1% | 0.11% | 72 | -593 | -3.46% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 16,285 | 2,101 | 0.01% | 0.01% | 73 | +1,230 | 8.17% | Q2 2026 | Aug 12, 2026 |
| Private Capital Management, LLC | History | Added to | 15,801 | 2,038 | 0.18% | 0.15% | 74 | +2,889 | 22.37% | Q2 2026 | Aug 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 15,610 | 2,014 | 1.23% | 0.36% | 75 | +10,941 | 234.33% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,072 | 1,944 | 0.0% | 0.0% | 76 | +74 | 0.49% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,036 | 1,939 | 0.03% | 0.03% | 77 | +914 | 6.47% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 14,478 | 1,867 | 0.0% | 0.0% | 78 | -150 | -1.03% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,282 | 1,842 | 0.0% | 0.0% | 79 | +1,562 | 12.28% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,112 | 1,821 | 0.01% | 0.01% | 80 | -273 | -1.9% | Q2 2026 | Jul 20, 2026 |
| MARSHALL WACE, LLP | History | New | 12,714 | 1,640 | 0.0% | — | 81 | +12,714 | New | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,422 | 1,602 | 0.01% | 0.01% | 82 | -3,436 | -21.67% | Q2 2026 | Aug 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,322 | 1,589 | 0.0% | 0.0% | 83 | +3,118 | 33.88% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,141 | 1,567 | 0.02% | 0.01% | 84 | +8,121 | 202.01% | Q2 2026 | Jul 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 11,685 | 1,507 | 0.23% | 0.24% | 85 | -333 | -2.77% | Q2 2026 | Jul 24, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,406 | 1,471 | 0.08% | 0.08% | 86 | +41 | 0.36% | Q2 2026 | Aug 14, 2026 |
| PSI Advisors, LLC | History | Added to | 11,054 | 1,426 | 0.33% | 0.27% | 87 | +1,282 | 13.12% | Q2 2026 | Aug 03, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,036 | 1,423 | 0.03% | 0.03% | 88 | +965 | 9.58% | Q2 2026 | Aug 14, 2026 |
| Goodwin Investment Advisory | History | Added to | 10,829 | 1,397 | 2.81% | 1.25% | 89 | +1,685 | 18.43% | Q2 2026 | Aug 19, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 10,421 | 1,344 | 0.18% | 0.17% | 90 | +434 | 4.35% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,185 | 1,314 | 0.0% | 0.0% | 91 | -572 | -5.32% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Added to | 9,395 | 1,212 | 0.0% | 0.0% | 92 | +593 | 6.74% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 9,374 | 1,209 | 0.0% | 0.0% | 93 | +830 | 9.71% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,306 | 1,200 | 0.0% | 0.0% | 94 | +1 | 0.01% | Q2 2026 | Aug 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,200 | 1,186 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,039 | 1,166 | 0.13% | 0.11% | 96 | +358 | 4.12% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,981 | 1,158 | 0.01% | 0.02% | 97 | -1,073 | -10.67% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,954 | 1,155 | 0.01% | 0.0% | 98 | +4,163 | 86.89% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,925 | 1,151 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 8,686 | 1,120 | 0.02% | 0.02% | 100 | +7 | 0.08% | Q2 2026 | Jul 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 8,668 | 1,118 | 0.05% | 0.05% | 101 | -1,135 | -11.58% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,489 | 1,089 | 0.02% | 0.05% | 102 | -8,351 | -49.59% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,798 | 1,006 | 0.02% | 0.03% | 103 | +42 | 0.54% | Q2 2026 | Jul 21, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,742 | 998 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,603 | 980 | 0.05% | 0.05% | 105 | -240 | -3.06% | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | Added to | 7,431 | 958 | 0.04% | 0.04% | 106 | +932 | 14.34% | Q2 2026 | Aug 12, 2026 |
| Allegheny Financial Group | History | Added to | 7,401 | 954 | 0.1% | 0.11% | 107 | +29 | 0.39% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | New | 7,019 | 905 | 0.02% | — | 108 | +7,019 | New | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,778 | 874 | 0.0% | 0.01% | 109 | -944 | -12.22% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,363 | 820 | 0.0% | 0.0% | 110 | +3,521 | 123.89% | Q2 2026 | Aug 14, 2026 |
| Michels Family Financial, LLC | History | Added to | 6,171 | 796 | 0.51% | 0.49% | 111 | +280 | 4.75% | Q2 2026 | Aug 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 6,041 | 779 | 0.25% | 0.25% | 112 | +24 | 0.4% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,853 | 755 | 0.01% | 0.01% | 113 | +1,287 | 28.19% | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | New | 5,515 | 711 | 0.01% | — | 114 | +5,515 | New | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 5,446 | 702 | 0.04% | 0.03% | 115 | +1,580 | 40.87% | Q2 2026 | Aug 12, 2026 |
| Zhang Financial LLC | History | Added to | 5,429 | 700 | 0.02% | 0.01% | 116 | +3,019 | 125.27% | Q2 2026 | Jul 30, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 5,382 | 694 | 0.17% | 0.16% | 117 | -35 | -0.65% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 4,964 | 640 | 0.0% | — | 118 | +4,964 | New | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,820 | 621 | 0.0% | 0.0% | 119 | -99 | -2.01% | Q2 2026 | Aug 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 4,635 | 598 | 0.19% | 0.19% | 120 | -99 | -2.09% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | Reduced | 4,564 | 588 | 0.0% | 0.0% | 121 | -261 | -5.41% | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,390 | 566 | 0.2% | 0.23% | 122 | -290 | -6.2% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | Reduced | 4,126 | 532 | 0.0% | 0.0% | 123 | -10,084 | -70.96% | Q2 2026 | Aug 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 4,110 | 530 | 0.05% | 0.05% | 124 | +9 | 0.22% | Q2 2026 | Aug 10, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 4,095 | 528 | 0.08% | — | 125 | +4,095 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 4,507 | 519 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Added to | 4,001 | 516 | 0.32% | 0.31% | 127 | +217 | 5.73% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,914 | 504 | 0.0% | 0.0% | 128 | +143 | 3.79% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,783 | 488 | 0.0% | 0.0% | 129 | +250 | 7.08% | Q2 2026 | Jul 24, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 3,427 | 442 | 0.03% | 0.03% | 130 | -125 | -3.52% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 3,414 | 440 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carolina Wealth Management Inc | History | New | 3,349 | 432 | 0.2% | — | 132 | +3,349 | New | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,235 | 417 | 0.01% | 0.01% | 133 | -1,129 | -25.87% | Q2 2026 | Jul 15, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 3,204 | 413 | 0.06% | 0.05% | 134 | +274 | 9.35% | Q2 2026 | Jul 16, 2026 |
| BRIGHTON JONES LLC | History | Added to | 3,194 | 412 | 0.01% | 0.01% | 135 | +531 | 19.94% | Q2 2026 | Aug 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,191 | 411 | 0.04% | 0.04% | 136 | +2 | 0.06% | Q2 2026 | Aug 11, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 3,192 | 411 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | Reduced | 3,143 | 405 | 0.0% | 0.0% | 138 | -34 | -1.07% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,103 | 400 | 0.01% | 0.01% | 139 | -49 | -1.55% | Q2 2026 | Jul 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,070 | 396 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,239 | 373 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 2,863 | 369 | 0.01% | 0.03% | 142 | -22,966 | -88.92% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,843 | 366 | 0.0% | 0.0% | 143 | +2,273 | 398.77% | Q2 2026 | Jul 17, 2026 |
| FLC Capital Advisors | History | No change | 2,800 | 361 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Capital Management LLC | History | No change | 2,770 | 357 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 2,710 | 349 | 0.23% | 0.24% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,672 | 344 | 0.0% | 0.0% | 147 | +21 | 0.79% | Q2 2026 | Aug 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,547 | 328 | 0.09% | 0.09% | 148 | +26 | 1.03% | Q2 2026 | Jul 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,483 | 320 | 0.02% | 0.06% | 149 | -5,948 | -70.55% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,416 | 311 | 0.03% | — | 150 | +2,416 | New | Q2 2026 | Aug 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 2,260 | 291 | 0.04% | 0.04% | 151 | -100 | -4.24% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | New | 2,225 | 287 | 0.0% | — | 152 | +2,225 | New | Q2 2026 | Jul 15, 2026 |
| ATX Financial Planning, LLC | History | No change | 2,120 | 273 | 0.18% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Apollon Financial, LLC | History | New | 2,043 | 263 | 0.03% | — | 154 | +2,043 | New | Q2 2026 | Jul 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,996 | 257 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 1,919 | 247 | 0.01% | 0.01% | 156 | +17 | 0.89% | Q2 2026 | Aug 07, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 1,909 | 246 | 0.09% | 0.76% | 157 | -14,048 | -88.04% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | New | 1,853 | 239 | 0.0% | — | 158 | +1,853 | New | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | New | 1,798 | 234 | 0.0% | — | 159 | +1,798 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,798 | 234 | 0.0% | — | 160 | +1,798 | New | Q2 2026 | Jul 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 1,802 | 232 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| South Shore Capital Advisors | History | New | 1,749 | 225 | 0.15% | — | 163 | +1,749 | New | Q2 2026 | Jul 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,751 | 225 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,740 | 224 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 1,733 | 223 | 0.01% | 0.01% | 165 | -44 | -2.48% | Q2 2026 | Aug 10, 2026 |
| Thompson David Blair | History | New | 1,728 | 222 | 0.11% | — | 167 | +1,728 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 1,722 | 222 | 0.0% | — | 166 | +1,722 | New | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,657 | 213 | 0.16% | 0.16% | 168 | +7 | 0.42% | Q2 2026 | Jul 22, 2026 |
| Nuveen, LLC | History | New | 1,634 | 210 | 0.0% | — | 169 | +1,634 | New | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | New | 1,554 | 203 | 0.0% | — | 170 | +1,554 | New | Q2 2026 | Jul 08, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 1,457 | 187 | 0.16% | 0.25% | 171 | -632 | -30.25% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,378 | 177 | 0.0% | 0.0% | 172 | -787 | -36.35% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | New | 1,163 | 149 | 0.14% | — | 173 | +1,163 | New | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,106 | 142 | 0.0% | 0.0% | 174 | -157 | -12.43% | Q2 2026 | Jul 20, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 958 | 123 | 0.07% | 0.38% | 175 | -4,046 | -80.86% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | No change | 793 | 102 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 790 | 101 | 0.0% | — | 177 | +790 | New | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 766 | 98 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graney & King, LLC | History | No change | 762 | 98 | 0.04% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 759 | 97 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 570 | 73 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Community Bank | History | No change | 555 | 71 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 481 | 62 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Archer Investment Corp | History | Added to | 405 | 52 | 0.01% | 0.0% | 184 | +298 | 278.5% | Q2 2026 | Aug 03, 2026 |
| Institute for Wealth Management, LLC. | History | New | 400 | 51 | 0.0% | — | 185 | +400 | New | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 379 | 48 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 322 | 41 | 0.01% | 0.01% | 187 | +1 | 0.31% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 281 | 36 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 222 | 28 | 0.0% | — | 189 | +222 | New | Q2 2026 | Aug 11, 2026 |
| Biltmore Family Office, LLC | History | No change | 139 | 17 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 111 | 14 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 99 | 12 | 0.0% | — | 192 | +99 | New | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 80 | 10 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifeSteps Financial, Inc. | History | New | 68 | 8 | 0.0% | — | 194 | +68 | New | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 55 | 7 | 0.0% | 0.0% | 195 | -92 | -62.59% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kiker Wealth Management, LLC | History | New | 46 | 5 | 0.0% | — | 199 | +46 | New | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | New | 39 | 5 | 0.0% | — | 198 | +39 | New | Q2 2026 | Jul 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 37 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,842 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,704 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Stenger Family Office, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,419 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,165 | -100.0% | Q2 2026 | Jul 17, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,441 | -100.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,155 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -433 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Winch Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 27, 2026 |