Invesco Exchange-Traded Fund Trust II - IDHQ
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 | 1,929,261 | 84,327 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,341,835 | 58,651 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Wealth Management, LLC | History | No change | 830,442 | 36,298 | 9.33% | 9.33% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 827,604 | 36,174 | 0.86% | 0.86% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 682,386 | 29,827 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkeley, Inc | History | Added to | 676,287 | 29,168 | 9.0% | 9.12% | 6 | +11,358 | 1.71% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 519,665 | 22,714 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 515,296 | 22,523 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 426,012 | 18,373 | 0.13% | 0.09% | 9 | +195,233 | 84.6% | Q3 2026 | Oct 16, 2026 |
| Chaney Capital Management, Inc. | History | No change | 411,887 | 18,003 | 5.66% | 5.66% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 376,873 | 16,254 | 5.93% | 5.94% | 11 | -358 | -0.09% | Q3 2026 | Oct 23, 2026 |
| KWB Wealth | History | Reduced | 340,589 | 14,689 | 1.25% | 2.03% | 12 | -202,336 | -37.27% | Q3 2026 | Oct 16, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 314,027 | 13,543 | 1.18% | 1.23% | 13 | -8,590 | -2.66% | Q3 2026 | Nov 05, 2026 |
| Elevated Financial Group LLC | History | Added to | 301,595 | 13,007 | 3.64% | 3.13% | 14 | +40,167 | 15.36% | Q3 2026 | Oct 16, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 298,921 | 12,892 | 0.71% | 0.78% | 15 | +530 | 0.18% | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 282,309 | 12,176 | 0.03% | 0.01% | 16 | +154,347 | 120.62% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 244,324 | 10,679 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOS Asset Management, LLC | History | Added to | 246,776 | 10,643 | 2.49% | 2.43% | 18 | +7,368 | 3.08% | Q3 2026 | Oct 09, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 236,134 | 10,440 | 1.07% | 1.34% | 19 | +18,640 | 8.57% | Q3 2026 | Nov 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 233,756 | 10,217 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 230,478 | 10,074 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Well Done, LLC | History | No change | 205,312 | 8,855 | 1.21% | 1.21% | 22 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 160,463 | 7,014 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 153,130 | 6,604 | 0.28% | 0.29% | 24 | -1,595 | -1.03% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 146,855 | 6,418 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 141,784 | 6,197 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 113,106 | 4,842 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Falcon Wealth Planning | History | No change | 107,492 | 4,698 | 0.3% | 0.3% | 28 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 94,855 | 4,146 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 93,380 | 4,081 | 0.15% | 0.15% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 90,548 | 3,944 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 89,650 | 3,918 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Councilor Wealth, LLC | History | New | 90,510 | 3,903 | 1.61% | — | 33 | +90,510 | New | Q3 2026 | Oct 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 77,555 | 3,344 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 68,422 | 2,951 | 0.0% | 0.0% | 35 | +7,622 | 12.54% | Q3 2026 | Nov 02, 2026 |
| Breakwater Capital Group | History | Reduced | 64,368 | 2,776 | 0.33% | 0.34% | 36 | -1,028 | -1.57% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 58,864 | 2,572 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 56,588 | 2,440 | 0.11% | 0.11% | 38 | +2,526 | 4.67% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 55,032 | 2,405 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 53,221 | 2,326 | 0.28% | 0.28% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 45,262 | 1,954 | 0.0% | 0.0% | 41 | +2,346 | 5.47% | Q3 2026 | Oct 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 44,415 | 1,915 | 0.1% | 0.11% | 42 | -338 | -0.76% | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,051 | 1,794 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 37,942 | 1,658 | 0.67% | 0.67% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 37,246 | 1,628 | 0.9% | 0.9% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth High Governance Asset Management Ltda. | History | No change | 35,100 | 1,534 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 34,155 | 1,473 | 0.89% | 0.67% | 47 | +9,281 | 37.31% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 30,904 | 1,350 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 28,039 | 1,225 | 0.75% | 0.75% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 27,732 | 1,212 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | New | 25,286 | 1,090 | 0.02% | — | 51 | +25,286 | New | Q3 2026 | Oct 16, 2026 |
| Merit Financial Group, LLC | History | No change | 24,776 | 1,082 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Align Financial, LLC | History | Reduced | 24,443 | 1,054 | 0.5% | 0.54% | 53 | -411 | -1.65% | Q3 2026 | Oct 16, 2026 |
| Unique Wealth Strategies, LLC | History | New | 21,886 | 956 | 0.35% | — | 55 | +21,886 | New | Q3 2026 | Oct 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,172 | 956 | 0.01% | 0.01% | 54 | +834 | 3.91% | Q3 2026 | Oct 30, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 20,352 | 877 | 0.41% | 0.41% | 56 | +709 | 3.61% | Q3 2026 | Oct 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 19,777 | 852 | 0.02% | — | 57 | +19,777 | New | Q3 2026 | Nov 02, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 19,364 | 835 | 0.38% | 0.41% | 58 | -1,397 | -6.73% | Q3 2026 | Oct 16, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 17,988 | 775 | 0.34% | 0.44% | 60 | -4,064 | -18.43% | Q3 2026 | Oct 26, 2026 |
| HighTower Advisors, LLC | History | No change | 17,744 | 775 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 17,112 | 747 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Insight Wealth Advisors | History | No change | 17,107 | 747 | 0.22% | 0.22% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 15,878 | 694 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,032 | 657 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 14,814 | 647 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,631 | 639 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 12,870 | 555 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MARSHALL WACE, LLP | History | No change | 12,226 | 534 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madison Wealth Partners, Inc | History | No change | 12,066 | 527 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paladin Advisory Group, LLC | History | No change | 11,941 | 521 | 0.35% | 0.35% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 11,942 | 515 | 0.02% | — | 71 | +11,942 | New | Q3 2026 | Oct 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 11,785 | 508 | 0.01% | 0.01% | 72 | -643 | -5.17% | Q3 2026 | Nov 04, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 11,037 | 476 | 0.22% | 0.21% | 73 | +692 | 6.69% | Q3 2026 | Oct 26, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 10,732 | 469 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 10,529 | 454 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 10,032 | 432 | 0.04% | 0.04% | 76 | +3 | 0.03% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,808 | 423 | 0.02% | 0.03% | 77 | -359 | -3.53% | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,707 | 418 | 0.0% | 0.0% | 78 | +4,051 | 71.62% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 8,975 | 392 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisory Group | History | No change | 8,347 | 360 | 0.22% | 0.23% | 80 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 8,190 | 353 | 0.1% | 0.1% | 81 | +81 | 1.0% | Q3 2026 | Oct 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 7,797 | 336 | 0.08% | — | 82 | +7,797 | New | Q3 2026 | Oct 16, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 7,678 | 335 | 0.24% | 0.24% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valued Retirements, Inc. | History | No change | 7,555 | 330 | 0.3% | 0.3% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maia Wealth LLC | History | Reduced | 7,437 | 320 | 0.04% | 0.05% | 86 | -399 | -5.09% | Q3 2026 | Oct 19, 2026 |
| FMR LLC | History | No change | 7,329 | 320 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,834 | 295 | 0.0% | 0.0% | 87 | +1,542 | 29.14% | Q3 2026 | Oct 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,761 | 291 | 0.01% | 0.01% | 88 | +1 | 0.01% | Q3 2026 | Oct 26, 2026 |
| Delta Investment Management, LLC | History | No change | 6,373 | 278 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 6,266 | 270 | 0.04% | 0.04% | 90 | +131 | 2.14% | Q3 2026 | Oct 19, 2026 |
| Retirement Planning Group, LLC | History | New | 6,037 | 260 | 0.01% | — | 91 | +6,037 | New | Q3 2026 | Oct 19, 2026 |
| Lakeside Advisors, INC. | History | New | 6,000 | 258 | 0.15% | — | 92 | +6,000 | New | Q3 2026 | Oct 19, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 5,981 | 256 | 0.0% | 0.0% | 93 | -506 | -7.8% | Q3 2026 | Oct 28, 2026 |
| MATAURO, LLC | History | Reduced | 5,694 | 245 | 0.03% | 0.04% | 95 | -1,315 | -18.76% | Q3 2026 | Nov 03, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,627 | 245 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,316 | 229 | 0.01% | 0.01% | 96 | -472 | -8.15% | Q3 2026 | Oct 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,066 | 221 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chemistry Wealth Management LLC | History | No change | 5,075 | 218 | 0.03% | 0.04% | 98 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TCP Asset Management, LLC | History | No change | 4,648 | 202 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Csenge Advisory Group | History | No change | 4,683 | 201 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 4,641 | 200 | 0.05% | 0.05% | 101 | -127 | -2.66% | Q3 2026 | Oct 13, 2026 |
| Financial Perspectives, Inc | History | No change | 4,220 | 182 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,091 | 176 | 0.01% | 0.01% | 103 | +42 | 1.04% | Q3 2026 | Oct 08, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,913 | 171 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 3,946 | 170 | 0.02% | 0.02% | 105 | +136 | 3.57% | Q3 2026 | Oct 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,743 | 163 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,657 | 157 | 0.0% | 0.0% | 107 | +4 | 0.11% | Q3 2026 | Oct 08, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,313 | 144 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,917 | 125 | 0.01% | 0.01% | 109 | -887 | -23.32% | Q3 2026 | Oct 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,617 | 112 | 0.0% | 0.0% | 110 | -1 | -0.04% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,546 | 111 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,100 | 90 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Front Row Advisors LLC | History | No change | 1,092 | 49 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,022 | 44 | 0.0% | 0.0% | 114 | -4,722 | -82.21% | Q3 2026 | Oct 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 955 | 41 | 0.0% | 0.0% | 115 | -325 | -25.39% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 686 | 29 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 641 | 28 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 641 | 28 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 617 | 26 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 537 | 23 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 418 | 18 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PlanVest Financial, Inc | History | No change | 405 | 17 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 389 | 16 | 0.0% | 0.0% | 123 | +251 | 181.88% | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | New | 341 | 14 | 0.0% | — | 124 | +341 | New | Q3 2026 | Oct 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 297 | 12 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 165 | 7 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 152 | 6 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 155 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 78 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 53 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 64 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,880 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,772 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -4,526 | -100.0% | Q3 2026 | Oct 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |