INVESCO EXCHANGE-TRADED FUND TRUST - IGPT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Reduced | 675,133 | 70,281 | 0.01% | 0.01% | 1 | -6,385 | -0.94% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 568,267 | 59,156 | 0.0% | 0.0% | 2 | +119,112 | 26.52% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 529,127 | 55,082 | 0.05% | 0.02% | 3 | +239,576 | 82.74% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 516,825 | 53,801 | 0.01% | 0.01% | 4 | +58,072 | 12.66% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 275,392 | 28,695 | 0.01% | 0.0% | 5 | -20,522 | -6.94% | Q2 2026 | Aug 14, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 224,341 | 23,353 | 2.13% | 1.39% | 6 | -10,211 | -4.35% | Q2 2026 | Jul 23, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 347,188 | 20,159 | 0.5% | 0.5% | 7 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 163,491 | 17,019 | 0.0% | 0.0% | 8 | +9,740 | 6.33% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 149,873 | 15,601 | 0.0% | 0.0% | 9 | +56,039 | 59.72% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 156,993 | 15,517 | 0.01% | 0.0% | 10 | +40,090 | 34.29% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 147,342 | 15,338 | 0.0% | — | 11 | +147,342 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 129,973 | 13,531 | 0.02% | 0.01% | 12 | +18,880 | 16.99% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 101,148 | 10,530 | 0.0% | 0.0% | 13 | -16,013 | -13.67% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 79,323 | 8,257 | 0.01% | 0.0% | 14 | +5,375 | 7.27% | Q2 2026 | Aug 12, 2026 |
| StoneCrest Wealth Management, Inc. | History | New | 68,258 | 7,105 | 2.27% | — | 15 | +68,258 | New | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 59,431 | 6,186 | 0.03% | 0.01% | 16 | +36,959 | 164.47% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,777 | 5,598 | 0.01% | 0.01% | 17 | +9,588 | 21.7% | Q2 2026 | Jul 27, 2026 |
| MARSHALL WACE, LLP | History | New | 47,358 | 4,929 | 0.0% | — | 18 | +47,358 | New | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 39,168 | 4,077 | 0.01% | 0.0% | 19 | +7,162 | 22.38% | Q2 2026 | Aug 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 36,886 | 3,840 | 0.16% | 0.05% | 20 | +11,532 | 45.48% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 33,597 | 3,497 | 0.04% | 0.02% | 21 | +7,478 | 28.63% | Q2 2026 | Aug 18, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 32,398 | 3,372 | 0.22% | 0.14% | 22 | +1,654 | 5.38% | Q2 2026 | Jul 27, 2026 |
| Opus Capital Group, LLC | History | No change | 31,653 | 3,295 | 0.32% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 30,044 | 3,127 | 0.03% | 0.03% | 24 | -8,771 | -22.6% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 26,656 | 2,774 | 0.0% | 0.0% | 25 | +11,384 | 74.54% | Q2 2026 | Aug 03, 2026 |
| Indie Asset Partners, LLC | History | Added to | 25,866 | 2,692 | 2.58% | 1.69% | 26 | +263 | 1.03% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 24,073 | 2,506 | 0.0% | 0.0% | 27 | +3,566 | 17.39% | Q2 2026 | Aug 12, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 21,753 | 2,264 | 1.21% | 0.78% | 28 | -159 | -0.73% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,134 | 2,200 | 0.0% | 0.0% | 29 | +1,875 | 9.74% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 20,922 | 2,177 | 0.06% | 0.04% | 30 | -1,932 | -8.45% | Q2 2026 | Jul 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 18,174 | 1,810 | 0.25% | 0.09% | 31 | +706 | 4.04% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,525 | 1,720 | 0.0% | 0.0% | 32 | +5,962 | 56.44% | Q2 2026 | Aug 13, 2026 |
| Bawa N Mallick Trust | History | Added to | 16,500 | 1,717 | 0.56% | 0.36% | 33 | +1,500 | 10.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,993 | 1,664 | 0.0% | 0.0% | 34 | +5,478 | 52.1% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 15,750 | 1,639 | 0.09% | 0.01% | 35 | +11,819 | 300.66% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,698 | 1,634 | 0.0% | 0.0% | 36 | +2,807 | 21.77% | Q2 2026 | Aug 07, 2026 |
| Nilsine Partners, LLC | History | New | 15,232 | 1,585 | 0.11% | — | 37 | +15,232 | New | Q2 2026 | Jul 24, 2026 |
| Principle Wealth Partners LLC | History | New | 14,798 | 1,540 | 0.08% | — | 38 | +14,798 | New | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 13,600 | 1,415 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 13,479 | 1,403 | 0.01% | 0.0% | 40 | -35 | -0.26% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,051 | 1,358 | 0.0% | 0.0% | 41 | +653 | 5.27% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,672 | 1,319 | 0.04% | 0.03% | 42 | -7 | -0.06% | Q2 2026 | Jul 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 12,367 | 1,287 | 0.02% | — | 43 | +12,367 | New | Q2 2026 | Jul 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,200 | 1,270 | 0.02% | 0.01% | 44 | +8,293 | 212.26% | Q2 2026 | Jul 15, 2026 |
| Coppell Advisory Solutions LLC | History | New | 1 | 1,262 | 0.1% | — | 45 | +1 | New | Q2 2026 | Aug 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 11,393 | 1,186 | 0.29% | 0.18% | 46 | -394 | -3.34% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,387 | 1,185 | 0.0% | 0.0% | 47 | +1,095 | 10.64% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,871 | 1,131 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,541 | 1,097 | 0.04% | 0.03% | 49 | +194 | 1.87% | Q2 2026 | Jul 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,500 | 1,093 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,086 | 998 | 0.0% | 0.0% | 51 | +21 | 0.21% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 9,526 | 991 | 0.0% | 0.0% | 52 | +1,430 | 17.66% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,415 | 980 | 0.0% | 0.0% | 53 | -8 | -0.08% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 9,205 | 958 | 0.4% | 0.26% | 54 | -65 | -0.7% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 8,766 | 912 | 0.1% | 0.07% | 55 | -1,280 | -12.74% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | New | 8,749 | 910 | 0.02% | — | 56 | +8,749 | New | Q2 2026 | Aug 14, 2026 |
| Aspen Investment Management Inc | History | Added to | 8,606 | 896 | 0.24% | 0.14% | 57 | +845 | 10.89% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 8,160 | 849 | 0.0% | — | 58 | +8,160 | New | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,072 | 840 | 0.01% | 0.0% | 59 | +3,871 | 92.14% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,874 | 819 | 0.0% | 0.0% | 60 | +22 | 0.28% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,776 | 809 | 0.01% | 0.01% | 61 | -3 | -0.04% | Q2 2026 | Aug 03, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 7,610 | 792 | 0.04% | 0.02% | 62 | -16 | -0.21% | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | New | 7,491 | 779 | 0.02% | — | 63 | +7,491 | New | Q2 2026 | Aug 14, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 7,475 | 778 | 0.47% | — | 64 | +7,475 | New | Q2 2026 | Jul 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 7,375 | 767 | 0.02% | — | 65 | +7,375 | New | Q2 2026 | Jul 08, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 7,052 | 734 | 0.18% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 7,039 | 732 | 0.08% | 0.04% | 67 | +877 | 14.23% | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,608 | 687 | 0.01% | 0.01% | 68 | +108 | 1.66% | Q2 2026 | Jul 09, 2026 |
| Rubicon Advisors, GP | History | Added to | 6,510 | 677 | 0.49% | 0.32% | 69 | +260 | 4.16% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,489 | 675 | 0.0% | 0.0% | 70 | +497 | 8.29% | Q2 2026 | Jul 28, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 6,384 | 664 | 0.07% | — | 71 | +6,384 | New | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | New | 6,140 | 639 | 0.0% | — | 72 | +6,140 | New | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,050 | 629 | 0.0% | 0.0% | 73 | -37,159 | -86.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 6,000 | 624 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | New | 5,800 | 603 | 0.0% | — | 75 | +5,800 | New | Q2 2026 | Jul 31, 2026 |
| Greenspring Advisors, LLC | History | No change | 5,700 | 593 | 0.03% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,330 | 555 | 0.0% | 0.0% | 77 | +241 | 4.74% | Q2 2026 | Jul 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,301 | 551 | 0.03% | 0.01% | 78 | +1,395 | 35.71% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | New | 5,291 | 550 | 0.01% | — | 80 | +5,291 | New | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,289 | 550 | 0.0% | 0.0% | 79 | -200 | -3.64% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 5,260 | 547 | 0.0% | 0.0% | 81 | -36,267 | -87.33% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,152 | 536 | 0.0% | 0.0% | 82 | +4,662 | 951.43% | Q2 2026 | Aug 12, 2026 |
| AtlasMark Financial, Inc | History | Added to | 5,124 | 533 | 0.26% | 0.2% | 83 | +45 | 0.89% | Q2 2026 | Aug 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,100 | 530 | 0.0% | 0.0% | 84 | -15,069 | -74.71% | Q2 2026 | Sep 02, 2026 |
| NOVEM GROUP | History | Added to | 4,852 | 505 | 0.05% | 0.03% | 85 | +892 | 22.53% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | Added to | 4,516 | 470 | 0.0% | 0.0% | 86 | +384 | 9.29% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,480 | 466 | 0.01% | 0.01% | 87 | +350 | 8.47% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | Added to | 4,463 | 464 | 0.0% | 0.0% | 88 | +434 | 10.77% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | New | 4,414 | 459 | 0.01% | — | 89 | +4,414 | New | Q2 2026 | Jul 31, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,350 | 452 | 0.01% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Collier Financial | History | Reduced | 4,295 | 447 | 0.31% | 0.19% | 91 | -73 | -1.67% | Q2 2026 | Jul 30, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 4,277 | 445 | 0.11% | — | 92 | +4,277 | New | Q2 2026 | Jul 30, 2026 |
| National Wealth Management Group, LLC | History | New | 4,176 | 434 | 0.13% | — | 93 | +4,176 | New | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | Added to | 4,122 | 429 | 0.0% | 0.0% | 94 | +155 | 3.91% | Q2 2026 | Aug 14, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | New | 4,050 | 421 | 0.06% | — | 95 | +4,050 | New | Q2 2026 | Jul 13, 2026 |
| Wellington Shields & Co., LLC | History | New | 3,996 | 415 | 0.09% | — | 96 | +3,996 | New | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 3,855 | 401 | 0.03% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,731 | 398 | 0.03% | 0.03% | 98 | +101 | 2.18% | Q2 2026 | Jul 29, 2026 |
| WBH ADVISORY INC | History | No change | 3,801 | 395 | 0.03% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,781 | 393 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortune Financial Group, Inc. | History | No change | 3,720 | 387 | 0.3% | 0.19% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 3,633 | 378 | 0.06% | — | 102 | +3,633 | New | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | New | 3,626 | 377 | 0.01% | — | 103 | +3,626 | New | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,537 | 368 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | New | 3,442 | 358 | 0.01% | — | 105 | +3,442 | New | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | New | 3,264 | 339 | 0.0% | — | 107 | +3,264 | New | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,259 | 339 | 0.0% | 0.0% | 106 | +10 | 0.31% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,238 | 337 | 0.0% | 0.0% | 108 | -232 | -6.69% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 3,170 | 329 | 0.0% | 0.0% | 109 | +88 | 2.86% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | New | 3,140 | 326 | 0.01% | — | 110 | +3,140 | New | Q2 2026 | Aug 14, 2026 |
| TritonPoint Partners, LLC | History | New | 3,097 | 322 | 0.03% | — | 112 | +3,097 | New | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 3,097 | 322 | 0.03% | 0.02% | 111 | -376 | -10.83% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | New | 3,017 | 314 | 0.0% | — | 113 | +3,017 | New | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,000 | 312 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,997 | 311 | 0.01% | 0.01% | 115 | -57 | -1.87% | Q2 2026 | Jul 20, 2026 |
| DAVENPORT & Co LLC | History | New | 2,945 | 306 | 0.0% | — | 116 | +2,945 | New | Q2 2026 | Jul 13, 2026 |
| Bank of New York Mellon Corp | History | New | 2,899 | 301 | 0.0% | — | 117 | +2,899 | New | Q2 2026 | Aug 06, 2026 |
| Procyon Advisors, LLC | History | New | 2,877 | 299 | 0.01% | — | 118 | +2,877 | New | Q2 2026 | Jul 09, 2026 |
| GWN SECURITIES INC. | History | New | 2,836 | 295 | 0.05% | — | 119 | +2,836 | New | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | New | 2,748 | 286 | 0.0% | — | 120 | +2,748 | New | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | New | 2,715 | 282 | 0.0% | — | 121 | +2,715 | New | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,700 | 281 | 0.0% | — | 122 | +2,700 | New | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,693 | 280 | 0.0% | — | 123 | +2,693 | New | Q2 2026 | Aug 18, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,660 | 277 | 0.0% | — | 124 | +2,660 | New | Q2 2026 | Aug 05, 2026 |
| Berbice Capital Management LLC | History | New | 2,616 | 272 | 0.14% | — | 125 | +2,616 | New | Q2 2026 | Jul 23, 2026 |
| Lauterbach Financial Advisors, LLC | History | New | 2,525 | 262 | 0.11% | — | 126 | +2,525 | New | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | New | 2,512 | 261 | 0.01% | — | 127 | +2,512 | New | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | New | 2,511 | 261 | 0.01% | — | 128 | +2,511 | New | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,459 | 255 | 0.0% | — | 129 | +2,459 | New | Q2 2026 | Aug 13, 2026 |
| Grant Private Wealth Management Inc | History | New | 2,457 | 255 | 0.11% | — | 130 | +2,457 | New | Q2 2026 | Jul 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 2,413 | 251 | 0.01% | — | 131 | +2,413 | New | Q2 2026 | Jul 21, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 2,403 | 250 | 0.01% | — | 132 | +2,403 | New | Q2 2026 | Jul 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 2,400 | 249 | 0.0% | — | 133 | +2,400 | New | Q2 2026 | Jul 22, 2026 |
| Triton Wealth Management, PLLC | History | New | 2,570 | 245 | 0.08% | — | 134 | +2,570 | New | Q2 2026 | Aug 05, 2026 |
| Sherman Wealth Management LLC | History | New | 2,296 | 239 | 0.18% | — | 135 | +2,296 | New | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 2,210 | 230 | 0.0% | — | 136 | +2,210 | New | Q2 2026 | Aug 11, 2026 |
| Western Financial Corp/CA | History | New | 2,207 | 229 | 0.07% | — | 137 | +2,207 | New | Q2 2026 | Jul 22, 2026 |
| Dale Q Rice Investment Management Ltd | History | New | 2,193 | 228 | 0.12% | — | 138 | +2,193 | New | Q2 2026 | Aug 07, 2026 |
| United Advisor Group, LLC | History | New | 2,048 | 213 | 0.02% | — | 139 | +2,048 | New | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,035 | 211 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | New | 2,008 | 208 | 0.2% | — | 141 | +2,008 | New | Q2 2026 | Aug 11, 2026 |
| MSH Capital Advisors LLC | History | New | 1,975 | 205 | 0.04% | — | 142 | +1,975 | New | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,900 | 197 | 0.09% | 0.06% | 143 | -85 | -4.28% | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,804 | 187 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,783 | 186 | 0.01% | — | 145 | +1,783 | New | Q2 2026 | Aug 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,750 | 182 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,613 | 167 | 0.0% | 0.0% | 147 | +187 | 13.11% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 1,596 | 166 | 0.0% | — | 148 | +1,596 | New | Q2 2026 | Aug 06, 2026 |
| BOKF, NA | History | No change | 1,260 | 131 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,240 | 129 | 0.08% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,200 | 124 | 0.01% | — | 153 | +1,200 | New | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,230 | 124 | 0.0% | 0.0% | 151 | +54 | 4.59% | Q2 2026 | Aug 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,200 | 124 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,004 | 104 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 1,728 | 100 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Added to | 935 | 97 | 0.0% | 0.01% | 156 | +895 | 2237.5% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 900 | 93 | 0.01% | — | 157 | +900 | New | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 846 | 88 | 0.0% | 0.0% | 158 | +300 | 54.95% | Q2 2026 | Jul 30, 2026 |
| Cheviot Value Management, LLC | History | No change | 750 | 78 | 0.01% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 722 | 75 | 0.0% | 0.0% | 160 | +60 | 9.06% | Q2 2026 | Jul 20, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 715 | 74 | 0.02% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | Added to | 645 | 67 | 0.0% | 0.0% | 162 | +325 | 101.56% | Q2 2026 | Aug 12, 2026 |
| GGM Financial LLC | History | No change | 631 | 65 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 600 | 62 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 600 | 62 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | New | 593 | 61 | 0.01% | — | 167 | +593 | New | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 586 | 61 | 0.05% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 575 | 59 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 573 | 57 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 539 | 56 | 0.01% | 0.01% | 170 | -10 | -1.82% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 536 | 55 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Reduced | 479 | 49 | 0.0% | 0.0% | 173 | -105 | -17.98% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 472 | 49 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 426 | 44 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 400 | 41 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 320 | 33 | 0.02% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 301 | 31 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 274 | 28 | 0.0% | 0.0% | 178 | +117 | 74.52% | Q2 2026 | Aug 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 250 | 26 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 234 | 24 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthAvenue LLC | History | No change | 234 | 24 | 0.02% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 223 | 23 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 224 | 23 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 217 | 22 | 0.0% | 0.0% | 184 | -116 | -34.83% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | No change | 200 | 20 | 0.01% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 174 | 18 | 0.01% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 138 | 14 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First PREMIER Bank | History | No change | 125 | 13 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 124 | 12 | 0.0% | — | 189 | +124 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 108 | 11 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Go Invest LLC | History | New | 105 | 10 | 0.0% | — | 193 | +105 | New | Q2 2026 | Aug 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 100 | 10 | 0.01% | — | 192 | +100 | New | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 100 | 10 | 0.0% | — | 194 | +100 | New | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | Added to | 100 | 10 | 0.0% | 0.0% | 191 | +50 | 100.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 7 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | New | 65 | 6 | 0.0% | — | 196 | +65 | New | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | New | 50 | 5 | 0.0% | — | 198 | +50 | New | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 50 | 5 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harborfront Financial Group LLC | History | New | 44 | 4 | 0.02% | — | 201 | +44 | New | Q2 2026 | Aug 07, 2026 |
| CNB Bank | History | No change | 43 | 4 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 39 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 22 | 2 | 0.0% | — | 203 | +22 | New | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 20 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HM PAYSON & CO | History | No change | 10 | 1 | 0.0% | — | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -72,927 | -100.0% | Q2 2026 | Jul 02, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,710 | -100.0% | Q2 2026 | Aug 04, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -6,890 | -100.0% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,090 | -100.0% | Q2 2026 | Aug 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -836 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -681 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q2 2026 | Jul 13, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 27, 2026 |